OldZhao的个人主页 - 老虎社区

OldZhao

OldZhao

摇摆不定的长期主义者

IP属地：广东

5关注

1粉丝

1主题

0勋章

02-20

$智谱(02513)$ 能让我的心再痛一点吗[流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [流泪]

2025-10-08

半导体行业作为AI发展的基础，仍将是未来发展的主线，在无法明确具体个股的前提下选择龙头代工和关键核心设备企业加$台积电(TSM)$ $阿斯麦(ASML)$ $中芯国际(00981)$

2025-10-23

$INTC 20251114 33.0 PUT$ 看了个帖子觉得挺有道理的，国资加入到intel可能会像中芯国际一样获得更多国内订单，虽然坚持看好tsm，但是还是可以配置些其他代工厂

2025-10-23

$微黄金2604(MGC2604)$ 忍不住还是获利了结了，减了一半的仓，不知道一个月后会不会后悔

2025-10-28

$Coinbase Global, Inc.(COIN)$ 加仓！比特币涨起来！

01-08

$英矽智能(03696)$

01-27

$鸣鸣很忙(01768)$ 今年第一单，哇哈哈

2025-10-29

$Qorvo, Inc.(QRVO)$ 就根据收购方案简单粗暴计算下，目前还有10个点的空间，当然也希望skywork不要跌，希望两家合并强强联合，之前看baw滤波器的时候就是到qorvo产品牛，希望能把平时了解到的转化成收益$Qorvo, Inc.(QRVO)$ $思佳讯(SWKS)$

01-08

$果下科技(02655)$

01-06

$英特尔(INTC)$ 继续增持，降低些持仓成本，还是看好国资加持带来政策性支持以及订单倾斜，再长远点看，tsm终将回归祖国怀抱，英特尔一定会站有一定市场份额

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建仓","text":"$台积电(TSM)$ 建仓","images":[{"img":"https://static.tigerbbs.com/8ae01a945b7ed8afa573ce21fd324efb","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521011233125824","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":521011270366504,"gmtCreate":1768228726196,"gmtModify":1768228741374,"author":{"id":"3575710822988437","authorId":"3575710822988437","name":"OldZhao","avatar":"https://static.tigerbbs.com/ecbdce7c3e8cd0f16959b5e9c82f4f42","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575710822988437","authorIdStr":"3575710822988437"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 逢低买入","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 逢低买入","text":"$英伟达(NVDA)$ 逢低买入","images":[{"img":"https://static.tigerbbs.com/22e60e51d6d8d14ea8bd9e06937977e3","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521011270366504","isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":521010941392320,"gmtCreate":1768228708854,"gmtModify":1768228727354,"author":{"id":"3575710822988437","authorId":"3575710822988437","name":"OldZhao","avatar":"https://static.tigerbbs.com/ecbdce7c3e8cd0f16959b5e9c82f4f42","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575710822988437","authorIdStr":"3575710822988437"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 继续加仓","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 继续加仓","text":"$英特尔(INTC)$ 继续加仓","images":[{"img":"https://static.tigerbbs.com/fef7e831221140a00b86b6af8f6269e7","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521010941392320","isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":519588910354456,"gmtCreate":1767874096484,"gmtModify":1767874099085,"author":{"id":"3575710822988437","authorId":"3575710822988437","name":"OldZhao","avatar":"https://static.tigerbbs.com/ecbdce7c3e8cd0f16959b5e9c82f4f42","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575710822988437","authorIdStr":"3575710822988437"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02655\">$果下科技(02655)$</a>&nbsp;","listText":"<a 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