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大宇宙无敌战神

大宇宙无敌战神

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大宇宙无敌战神

2025-08-15

一个中芯国际一个美芯国际

大宇宙无敌战神

2025-04-12

$霸王茶姬(CHA)$ 没有问题，我觉得翻倍可以预期。

大宇宙无敌战神

2025-03-25

$恒生科技指数(HSTECH)$ 纳斯达克涨你凭什么涨

大宇宙无敌战神

2025-03-25

现在就可以，跌不下去了。

大宇宙无敌战神

2025-03-25

看得出来索罗斯有点急了

抱歉，原内容已删除

大宇宙无敌战神

2025-03-23

印钞票的缺钱了难绷

抱歉，原内容已删除

大宇宙无敌战神

2025-03-20

$腾讯控股ADR(TCEHY)$ 财报并没有明确说明ai给腾讯带来增利，那么这轮所谓的ai估值就应该缩水。

大宇宙无敌战神

2025-03-04

$小米集团ADR(XIACY)$ 短期看空

大宇宙无敌战神

2025-03-02

还行吧

抱歉，原内容已删除

大宇宙无敌战神

2025-03-02

不看好

@第N次大变革大分流:大变局：中国的硅谷正在成型

大宇宙无敌战神

2025-02-26

应该行吧，70没问题。

去老虎APP查看更多动态

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短期看空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409897344798960","isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409028965388904,"gmtCreate":1740878666838,"gmtModify":1740881702111,"author":{"id":"4107869122024430","authorId":"4107869122024430","name":"大宇宙无敌战神","avatar":"https://static.tigerbbs.com/e74c10b91f0e2a598d75fce0ec8bc7a3","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107869122024430","idStr":"4107869122024430"},"themes":[],"htmlText":"还行吧","listText":"还行吧","text":"还行吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409028965388904","repostId":"1180129651","repostType":4,"isVote":1,"tweetType":1,"viewCount":2291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408904228651256,"gmtCreate":1740847561890,"gmtModify":1740881507745,"author":{"id":"4107869122024430","authorId":"4107869122024430","name":"大宇宙无敌战神","avatar":"https://static.tigerbbs.com/e74c10b91f0e2a598d75fce0ec8bc7a3","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107869122024430","idStr":"4107869122024430"},"themes":[],"htmlText":"不看好","listText":"不看好","text":"不看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408904228651256","repostId":"408206962282984","repostType":1,"repost":{"id":408206962282984,"gmtCreate":1740680836368,"gmtModify":1745215415057,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://static.tigerbbs.com/38a0f9f620ecb0107deca26ff5e51658","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564479083780631","idStr":"3564479083780631"},"themes":[],"title":"大变局：中国的硅谷正在成型","htmlText":"笔者从不刻意用意识形态去分析资本市场。但是这么多年来也见识过了太多人把意识形态当成第一要素去给资本市场长期走势下定论。一边是一部分人在中国相关资产出现大幅上行时就统一口径高喊“东升西降”，同时站在对立面的另一部分厌恶中国资产的人则是一如既往地予以否定并且继续祭出“制度不变则一切价格都是回光返照”这种惯性言论。 两者之间矛盾对立很深，在资本市场分析中，求同存异的情况并不多。截至2024年为止，唱衰中国相关资本的一派观点在多个回合的舆论较量结果中都取得了上风。例如2010年，2015年，2020年，2024年等多次中国资产价格过山车行情中。无论是中国民众，还是外国的看客，情绪也大多随着价格变动走出了过山车行情。每一个回合大致脉络如下：市场异动、人们开始议论——&gt;“东升西降”情绪高胀——&gt;厌恶中国资产的反对者开始持续泼冷水，但又多次被上涨行情打脸——&gt;大部分市场参与者fomo跟进且情绪亢奋——&gt;市场开始进入下跌通道——&gt;厌恶中国资产的反对者开始舆论大反击——&gt;泡沫破灭——&gt;市场走入漫长熊市——&gt;厌恶中国资产的反对者阵营继续强化意识形态舆论——市场被长期压制，期间大量普通参与者逐渐由认同“东升西降”转投到对立阵营。 这种过山车式的多空回合在A股、港股、中概股都不同程度地重演。 已经发生的多个回合中，冷血般理性的量化参与者们都能在一波中线行情中赚到一大笔，坚定持有 “东升西降”观点的人往往成了韭菜或者吐掉大部分预期利润，而持对立观点的成见者则在厌恶中国资产的过程中完美避开损失，且进一步巩固舆论高地。 很多无意识形态的基层散户则在思想抗争和变迁中逐渐变得冷淡，失去耐心，抽离资金，俗称“不玩了”。甚至转投到后者阵营。这个舆论角力过程也契合过去15年中国股票资产估值的历史走势。 那么这一次由本轮Deepseek为首的杭州6小龙（宇树科技，打造","listText":"笔者从不刻意用意识形态去分析资本市场。但是这么多年来也见识过了太多人把意识形态当成第一要素去给资本市场长期走势下定论。一边是一部分人在中国相关资产出现大幅上行时就统一口径高喊“东升西降”，同时站在对立面的另一部分厌恶中国资产的人则是一如既往地予以否定并且继续祭出“制度不变则一切价格都是回光返照”这种惯性言论。 两者之间矛盾对立很深，在资本市场分析中，求同存异的情况并不多。截至2024年为止，唱衰中国相关资本的一派观点在多个回合的舆论较量结果中都取得了上风。例如2010年，2015年，2020年，2024年等多次中国资产价格过山车行情中。无论是中国民众，还是外国的看客，情绪也大多随着价格变动走出了过山车行情。每一个回合大致脉络如下：市场异动、人们开始议论——&gt;“东升西降”情绪高胀——&gt;厌恶中国资产的反对者开始持续泼冷水，但又多次被上涨行情打脸——&gt;大部分市场参与者fomo跟进且情绪亢奋——&gt;市场开始进入下跌通道——&gt;厌恶中国资产的反对者开始舆论大反击——&gt;泡沫破灭——&gt;市场走入漫长熊市——&gt;厌恶中国资产的反对者阵营继续强化意识形态舆论——市场被长期压制，期间大量普通参与者逐渐由认同“东升西降”转投到对立阵营。 这种过山车式的多空回合在A股、港股、中概股都不同程度地重演。 已经发生的多个回合中，冷血般理性的量化参与者们都能在一波中线行情中赚到一大笔，坚定持有 “东升西降”观点的人往往成了韭菜或者吐掉大部分预期利润，而持对立观点的成见者则在厌恶中国资产的过程中完美避开损失，且进一步巩固舆论高地。 很多无意识形态的基层散户则在思想抗争和变迁中逐渐变得冷淡，失去耐心，抽离资金，俗称“不玩了”。甚至转投到后者阵营。这个舆论角力过程也契合过去15年中国股票资产估值的历史走势。 那么这一次由本轮Deepseek为首的杭州6小龙（宇树科技，打造","text":"笔者从不刻意用意识形态去分析资本市场。但是这么多年来也见识过了太多人把意识形态当成第一要素去给资本市场长期走势下定论。一边是一部分人在中国相关资产出现大幅上行时就统一口径高喊“东升西降”，同时站在对立面的另一部分厌恶中国资产的人则是一如既往地予以否定并且继续祭出“制度不变则一切价格都是回光返照”这种惯性言论。 两者之间矛盾对立很深，在资本市场分析中，求同存异的情况并不多。截至2024年为止，唱衰中国相关资本的一派观点在多个回合的舆论较量结果中都取得了上风。例如2010年，2015年，2020年，2024年等多次中国资产价格过山车行情中。无论是中国民众，还是外国的看客，情绪也大多随着价格变动走出了过山车行情。每一个回合大致脉络如下：市场异动、人们开始议论——>“东升西降”情绪高胀——>厌恶中国资产的反对者开始持续泼冷水，但又多次被上涨行情打脸——>大部分市场参与者fomo跟进且情绪亢奋——>市场开始进入下跌通道——>厌恶中国资产的反对者开始舆论大反击——>泡沫破灭——>市场走入漫长熊市——>厌恶中国资产的反对者阵营继续强化意识形态舆论——市场被长期压制，期间大量普通参与者逐渐由认同“东升西降”转投到对立阵营。 这种过山车式的多空回合在A股、港股、中概股都不同程度地重演。 已经发生的多个回合中，冷血般理性的量化参与者们都能在一波中线行情中赚到一大笔，坚定持有 “东升西降”观点的人往往成了韭菜或者吐掉大部分预期利润，而持对立观点的成见者则在厌恶中国资产的过程中完美避开损失，且进一步巩固舆论高地。 很多无意识形态的基层散户则在思想抗争和变迁中逐渐变得冷淡，失去耐心，抽离资金，俗称“不玩了”。甚至转投到后者阵营。这个舆论角力过程也契合过去15年中国股票资产估值的历史走势。 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