涛的百万梦的个人主页 - 老虎社区

涛的百万梦

涛的百万梦

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涛的百万梦

2024-11-25

$京东集团-SW(09618)$ 跑跑跑

涛的百万梦

08-12

crcl，多头方面，政策利好和USDC业务增长是主要支撑；空头则需警惕估值争议和监管风险。

涛的百万梦

09-03

小米8月销量数据强化了市场对其汽车业务的信心，但智能手机增速放缓仍是隐忧。短期股价或受交付量推动继续上行，但长期需关注盈利能力及行业竞争格局变化。投资者可关注： 1.9月交付数据（是否突破3.5万辆）； 2.Q3财报毛利率（汽车&手机业务）； 3.机构评级调整（若更多大行上调目标价，可能进一步提振股价）

涛的百万梦

08-22

威世科技（VSH） AI供应链“卖铲人”，生产分立半导体元件，订单出货比回升，智能电网与AI服务器需求推动增长。市盈率15倍，市销率0.8倍，股息率2.32%，估值低位

涛的百万梦

08-06

联合健康和诺和诺德长期持有是没有问题的！诺和诺德需突破竞争壁垒，联合健康需平衡成本与增长！一直股票个人最长可以拿1年！

涛的百万梦

08-25

涛的百万梦

08-12

$特斯拉(TSLA)$ 买入特斯拉！买入特斯拉！买入特斯拉.！短期股价或受技术路线切换的阵痛压制，但若FSD与Robotaxi的突破性进展能在Q3兑现，特斯拉仍有望凭借AI叙事重回增长轨道。需密切关注9月技术里程碑与Q3交付数据。

涛的百万梦

08-07

短期（3年）：依靠军工订单可支撑3000亿市值，但商业变现决定能否突破5000亿。长期（10年）：需在AI决策市场复制Snowflake的垂直渗透率，当前配置建议不超过组合5%。

涛的百万梦

11-05

涛的百万梦

11-03

蔚来蔚来

涛的百万梦

10-28

涛的百万梦

10-20

涛的百万梦

10-13

涛的百万梦

10-12

涛的百万梦

09-30

涛的百万梦

09-15

$Palantir Technologies Inc.(PLTR)$

涛的百万梦

09-10

大概看好！

涛的百万梦

09-08

涛的百万梦

09-02

涛的百万梦

08-31

特斯拉

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