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10-22

我认为未来5年最大的价值红利将会停留在以 $英伟达(NVDA)$ 、 $博通(AVGO)$ 为代表的硬体供应链，AI发展一日千里，始终算力是不可分割的一环，硬体供应无论如何是不可断裂的

2025-05-21

首日收58.8

00:47

$A博时港元(03152)$ 投资货币基金不用担心赚息蚀价可随时提取弹性大正常都是T+0就可以赎回这只etf是货币基金的etf ，价格是稳定上升，但需注意平台费就所以有现金券时才会买这只长渣慢慢收息在波动市场下风险极低赚钱之选

00:42

中期选举后心理作用下会短期上升（过去中期选举后都升的预期）但之后还是要重回现实要交出好业绩才能保持上升

00:36

每次股票大跌特朗普就会继续谈判股票大升时就会谈判破裂这招用了很多次了但事实上中东问题从未解决油价还是会反复向上

00:33

这类股份不用涉及AI大量开支而受益于AI获得大量订单收入确实是投资者喜欢的行业所以会继续反复向上

00:30

肯定是敬而远之近期为何AI相关股大跌？就是因为开支过大投资者怕高利率下加上收入不及预期下，利润下跌。现在谈大开支色变所以这个时候公布斥资千亿收购是愚蠢的投资者肯定都会视为坏消息

11-03 01:34

$A博时港元(03152)$ 一天升一点这个每天有成交流通性还可以但不会输的选择和定期没分别好处是一直放着很多年也行但要注意平台费有免佣或现金券才就买这个是最好的选择当然直接买博时港玩货币基金是更好只是有现金券才买这个

11-03 01:16

投资涉及风险证券价格可升可跌过去表现不代表将来表现所以这种看过去猜走势的看法总有一次踫钉也许就是这次

11-03 01:13

已经清空全仓 AI泡沫已步入初期高位大幅震荡只要有利空消息就直插等泡沫爆破后才会考虑执平货

去老虎APP查看更多动态

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等泡沫爆破后才会考虑执平货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625049741312232","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624720243609776,"gmtCreate":1793553136741,"gmtModify":1793553142605,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 投资货币基金 不会赚息蚀价 可随时提取弹性大 正常都是T+0就可以赎回 这只etf是货币基金的股票etf 弹性不如货基。但价格是稳定上升 坏处是扣除平台费就不好玩到 所以有现金券时才买长渣 轻松赚钱钱","listText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 投资货币基金 不会赚息蚀价 可随时提取弹性大 正常都是T+0就可以赎回 这只etf是货币基金的股票etf 弹性不如货基。但价格是稳定上升 坏处是扣除平台费就不好玩到 所以有现金券时才买长渣 轻松赚钱钱","text":"$A博时港元(03152)$ 投资货币基金 不会赚息蚀价 可随时提取弹性大 正常都是T+0就可以赎回 这只etf是货币基金的股票etf 弹性不如货基。但价格是稳定上升 坏处是扣除平台费就不好玩到 所以有现金券时才买长渣 轻松赚钱钱","images":[{"img":"https://community-static.tradeup.com/news/7f82ae4d5891f482464c78c7eb56c2a5","width":"906","height":"1313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624720243609776","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":624425158778888,"gmtCreate":1793480569291,"gmtModify":1793480575591,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 每天升一点点 这个每天有成交 流通性还可以 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 有免佣或现金券才就买这个 是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个","listText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 每天升一点点 这个每天有成交 流通性还可以 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 有免佣或现金券才就买这个 是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个","text":"$A博时港元(03152)$ 每天升一点点 这个每天有成交 流通性还可以 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 有免佣或现金券才就买这个 是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个","images":[{"img":"https://community-static.tradeup.com/news/525b458959fecc81867a61c6b6a2d5b7","width":"906","height":"1313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624425158778888","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":624414180000520,"gmtCreate":1793478336889,"gmtModify":1793478341748,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"这只是大量资金撤出科技股 当中一部分炒作其他股份罢了","listText":"这只是大量资金撤出科技股 当中一部分炒作其他股份罢了","text":"这只是大量资金撤出科技股 当中一部分炒作其他股份罢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624414180000520","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624174610400088,"gmtCreate":1793419848506,"gmtModify":1793420396273,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"其实并没有错杀 过份的投入和乐观的情绪 往往会导致不理性的亢奋 大家不问价纷纷抢高股票价格 现在只是时候回归理性 过份集资却无法证明资金能带来盈利 投资者本应却步。 无论是什么行业的发展都应该健康发展。而不是压苗助长 没有根基的树长多高也迟早会塌","listText":"其实并没有错杀 过份的投入和乐观的情绪 往往会导致不理性的亢奋 大家不问价纷纷抢高股票价格 现在只是时候回归理性 过份集资却无法证明资金能带来盈利 投资者本应却步。 无论是什么行业的发展都应该健康发展。而不是压苗助长 没有根基的树长多高也迟早会塌","text":"其实并没有错杀 过份的投入和乐观的情绪 往往会导致不理性的亢奋 大家不问价纷纷抢高股票价格 现在只是时候回归理性 过份集资却无法证明资金能带来盈利 投资者本应却步。 无论是什么行业的发展都应该健康发展。而不是压苗助长 没有根基的树长多高也迟早会塌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624174610400088","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624028450104168,"gmtCreate":1793384164876,"gmtModify":1793384170613,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 一天升一点点 这个每天有成交 流通性还可以 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 有免佣或现金券才就买这个&nbsp;是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个","listText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 一天升一点点 这个每天有成交 流通性还可以 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 有免佣或现金券才就买这个&nbsp;是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个","text":"$A博时港元(03152)$ 一天升一点点 这个每天有成交 流通性还可以 但不会输的选择 和定期没分别 好处是一直放着很多年也行 但要注意平台费 有免佣或现金券才就买这个 是最好的选择 当然直接买博时港玩货币基金是更好 只是有现金券才买这个","images":[{"img":"https://community-static.tradeup.com/news/36194c50bb1beaab77dbeb3101ea9c49","width":"906","height":"1313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624028450104168","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":624027648717184,"gmtCreate":1793383965728,"gmtModify":1793411712000,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"最喜欢投资货币基金 稳赚不赔 无论外围是风光还是风雨 都不用天天看着升跌 不用怕收息股的赚息蚀价 也不用花时间去短炒整天看着股票上上落落 可以腾出很多时间做自己喜欢的事 而且重点是买卖没有佣金和平台费 也可以T+0赎回作为流动资金 太完美了","listText":"最喜欢投资货币基金 稳赚不赔 无论外围是风光还是风雨 都不用天天看着升跌 不用怕收息股的赚息蚀价 也不用花时间去短炒整天看着股票上上落落 可以腾出很多时间做自己喜欢的事 而且重点是买卖没有佣金和平台费 也可以T+0赎回作为流动资金 太完美了","text":"最喜欢投资货币基金 稳赚不赔 无论外围是风光还是风雨 都不用天天看着升跌 不用怕收息股的赚息蚀价 也不用花时间去短炒整天看着股票上上落落 可以腾出很多时间做自己喜欢的事 而且重点是买卖没有佣金和平台费 也可以T+0赎回作为流动资金 太完美了","images":[{"img":"https://community-static.tradeup.com/news/e104cc1fd7c6b2dbd892b18801546166","width":"906","height":"1310"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624027648717184","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":623985471246568,"gmtCreate":1793373236780,"gmtModify":1793373242534,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"3. 狼人｜开盘变身王 股市以为只有牛熊 其实还有狼 狡猾的很 在大家都一致看好AI 企业也大力投资 结果狼就来了 一下跌10% 一下跌25% 股市就是这样","listText":"3. 狼人｜开盘变身王 股市以为只有牛熊 其实还有狼 狡猾的很 在大家都一致看好AI 企业也大力投资 结果狼就来了 一下跌10% 一下跌25% 股市就是这样","text":"3. 狼人｜开盘变身王 股市以为只有牛熊 其实还有狼 狡猾的很 在大家都一致看好AI 企业也大力投资 结果狼就来了 一下跌10% 一下跌25% 股市就是这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623985471246568","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623760216051808,"gmtCreate":1793300636270,"gmtModify":1793321628011,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 投资于货币基金 不会赚息蚀价 更像是可随时提取而有息收的定期存款 好处是弹性大 正常都是T+0就可以赎回 这只etf是货币基金的股票etf 弹性不如货基。但价格是稳定上升 坏处是扣除平台费就不好玩到 所以有现金券时才买长渣","listText":"<a href=\"https://ttm.financial/S/03152\">$A博时港元(03152)$ </a> 投资于货币基金 不会赚息蚀价 更像是可随时提取而有息收的定期存款 好处是弹性大 正常都是T+0就可以赎回 这只etf是货币基金的股票etf 弹性不如货基。但价格是稳定上升 坏处是扣除平台费就不好玩到 所以有现金券时才买长渣","text":"$A博时港元(03152)$ 投资于货币基金 不会赚息蚀价 更像是可随时提取而有息收的定期存款 好处是弹性大 正常都是T+0就可以赎回 这只etf是货币基金的股票etf 弹性不如货基。但价格是稳定上升 坏处是扣除平台费就不好玩到 所以有现金券时才买长渣","images":[{"img":"https://community-static.tradeup.com/news/4b7cc18d2da8aaf0af670f72d4632a03","width":"906","height":"1313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623760216051808","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":623758839755504,"gmtCreate":1793300307420,"gmtModify":1793321624512,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"这九条主线里，你接下来最想重点跟踪哪一条？ 最关心是资本开支和现金流，健康的发展是会平衡收入和开支，但现在有些公司为了加快发展而向开支倾斜 当收入不符预期时 就会有很大麻烦","listText":"这九条主线里，你接下来最想重点跟踪哪一条？ 最关心是资本开支和现金流，健康的发展是会平衡收入和开支，但现在有些公司为了加快发展而向开支倾斜 当收入不符预期时 就会有很大麻烦","text":"这九条主线里，你接下来最想重点跟踪哪一条？ 最关心是资本开支和现金流，健康的发展是会平衡收入和开支，但现在有些公司为了加快发展而向开支倾斜 当收入不符预期时 就会有很大麻烦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623758839755504","isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623756980097896,"gmtCreate":1793299933545,"gmtModify":1793321617785,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"最近股票波动 也不用供楼 但会关心银行存款利率 或是货币基金回报","listText":"最近股票波动 也不用供楼 但会关心银行存款利率 或是货币基金回报","text":"最近股票波动 也不用供楼 但会关心银行存款利率 或是货币基金回报","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623756980097896","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623627070829432,"gmtCreate":1793268143370,"gmtModify":1793268149419,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136607496473172","authorIdStr":"4136607496473172"},"themes":[],"title":"","htmlText":"B. 继续观望：AI资本开支太高，现金流压力还没缓解。 投资者更看重现金流，现金流不足却硬掷钱盖AI并不是好故事。就像恒大掷钱起了超多楼宇，当一天投资者失去信心，房子卖不出去，回不了本，没有持续投资投入资金，资金链断裂，后果非常严重","listText":"B. 继续观望：AI资本开支太高，现金流压力还没缓解。 投资者更看重现金流，现金流不足却硬掷钱盖AI并不是好故事。就像恒大掷钱起了超多楼宇，当一天投资者失去信心，房子卖不出去，回不了本，没有持续投资投入资金，资金链断裂，后果非常严重","text":"B. 继续观望：AI资本开支太高，现金流压力还没缓解。 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要交出好业绩才能保持上升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625407995843016","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625406422331472,"gmtCreate":1793723768599,"gmtModify":1793724652614,"author":{"id":"4136607496473172","authorId":"4136607496473172","name":"a53b092","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136607496473172","idStr":"4136607496473172"},"themes":[],"title":"","htmlText":"每次股票大跌特朗普就会继续谈判 股票大升时就会谈判破裂 这招用了很多次了 但事实上中东问题从未解决 油价还是会反复向上","listText":"每次股票大跌特朗普就会继续谈判 股票大升时就会谈判破裂 这招用了很多次了 但事实上中东问题从未解决 油价还是会反复向上","text":"每次股票大跌特朗普就会继续谈判 股票大升时就会谈判破裂 这招用了很多次了 但事实上中东问题从未解决 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