+关注
牛牛牛豆腐干豆腐
暂无个人介绍
IP属地：黑龙江
2
关注
1
粉丝
0
主题
0
勋章
主贴
热门
牛牛牛豆腐干豆腐
03-10 11:34
感觉还会回弹
牛牛牛豆腐干豆腐
03-09 12:14
原油大涨
牛牛牛豆腐干豆腐
03-09 12:14
看好，以后会形成差异化竞争
牛牛牛豆腐干豆腐
03-09 12:14
所使用豆包
牛牛牛豆腐干豆腐
03-09 12:13
不能追了 感觉高味。目前形式感觉风险过大
牛牛牛豆腐干豆腐
03-09 12:13
赞同观点二，感觉石油会有大挑
牛牛牛豆腐干豆腐
03-05
看多京东
牛牛牛豆腐干豆腐
03-05
入股美国电王 看多
牛牛牛豆腐干豆腐
03-04
看多英伟达
牛牛牛豆腐干豆腐
03-04
可能油价迅速上升，然后缓慢跌落
牛牛牛豆腐干豆腐
03-03
逻辑可以，但现实不是这个样子
牛牛牛豆腐干豆腐
03-03
感觉没有，背后站队美国，美国波及韩国，长期看好
牛牛牛豆腐干豆腐
02-27
感觉要上升了
牛牛牛豆腐干豆腐
02-24
看多，英伟达还是在商业模式和市场占有率上有独特的生态位
牛牛牛豆腐干豆腐
02-23
打新看手气吧
牛牛牛豆腐干豆腐
02-18
期待space X，重塑行业、同时绑定AI与太空的未。
牛牛牛豆腐干豆腐
02-12
微软和谷歌
牛牛牛豆腐干豆腐
02-11
打算继续等待，感觉比较合适
牛牛牛豆腐干豆腐
02-10
ai叙事下，需要使用大量算力，需求端刚性
牛牛牛豆腐干豆腐
02-10
看多，结构更稳健，收入现金流也更加稳健了
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4222262104714070","uuid":"4222262104714070","gmtCreate":1759158916342,"gmtModify":1759158929390,"name":"牛牛牛豆腐干豆腐","pinyin":"nnndfgdfniuniuniudoufugandoufu","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":2,"tweetSize":97,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"黑龙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":541063742444120,"gmtCreate":1773113698559,"gmtModify":1773113700713,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"感觉还会回弹","listText":"感觉还会回弹","text":"感觉还会回弹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541063742444120","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540719340991472,"gmtCreate":1773029689941,"gmtModify":1773029692548,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"原油大涨","listText":"原油大涨","text":"原油大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540719340991472","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540843533509552,"gmtCreate":1773029679916,"gmtModify":1773029682249,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"看好，以后会形成差异化竞争","listText":"看好，以后会形成差异化竞争","text":"看好，以后会形成差异化竞争","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540843533509552","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540719188976320,"gmtCreate":1773029656965,"gmtModify":1773029659488,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"所使用豆包","listText":"所使用豆包","text":"所使用豆包","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540719188976320","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540719262450840,"gmtCreate":1773029611378,"gmtModify":1773029614211,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"title":"","htmlText":"不能追了 感觉高味。目前形式感觉风险过大","listText":"不能追了 感觉高味。目前形式感觉风险过大","text":"不能追了 感觉高味。目前形式感觉风险过大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540719262450840","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540718919890216,"gmtCreate":1773029581829,"gmtModify":1773029584407,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"赞同观点二，感觉石油会有大挑","listText":"赞同观点二，感觉石油会有大挑","text":"赞同观点二，感觉石油会有大挑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540718919890216","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539354759385808,"gmtCreate":1772696469095,"gmtModify":1772696471810,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"看多京东","listText":"看多京东","text":"看多京东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539354759385808","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539354587190456,"gmtCreate":1772696439731,"gmtModify":1772696442420,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"入股美国电王 看多","listText":"入股美国电王 看多","text":"入股美国电王 看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539354587190456","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538983025088056,"gmtCreate":1772608616731,"gmtModify":1772608618869,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"看多英伟达","listText":"看多英伟达","text":"看多英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538983025088056","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538983244788592,"gmtCreate":1772608591720,"gmtModify":1772608594352,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"可能油价迅速上升，然后缓慢跌落","listText":"可能油价迅速上升，然后缓慢跌落","text":"可能油价迅速上升，然后缓慢跌落","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538983244788592","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538691152090808,"gmtCreate":1772535514218,"gmtModify":1772535516710,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"逻辑可以，但现实不是这个样子","listText":"逻辑可以，但现实不是这个样子","text":"逻辑可以，但现实不是这个样子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538691152090808","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538683387336272,"gmtCreate":1772535463552,"gmtModify":1772535465888,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"感觉没有，背后站队美国，美国波及韩国，长期看好","listText":"感觉没有，背后站队美国，美国波及韩国，长期看好","text":"感觉没有，背后站队美国，美国波及韩国，长期看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538683387336272","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537272614364704,"gmtCreate":1772191025748,"gmtModify":1772191028323,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"感觉要上升了","listText":"感觉要上升了","text":"感觉要上升了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537272614364704","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536224060187536,"gmtCreate":1771934963429,"gmtModify":1771934966253,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"看多，英伟达还是在商业模式和市场占有率上有独特的生态位","listText":"看多，英伟达还是在商业模式和市场占有率上有独特的生态位","text":"看多，英伟达还是在商业模式和市场占有率上有独特的生态位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/536224060187536","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274744411150","authorId":"3479274744411150","name":"lemonadey","avatar":"https://static.laohu8.com/picture78","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274744411150","idStr":"3479274744411150"},"content":"英伟达生态位真强，看多就对了！","text":"英伟达生态位真强，看多就对了！","html":"英伟达生态位真强，看多就对了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535699169920048,"gmtCreate":1771806906351,"gmtModify":1771806908717,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"打新看手气吧","listText":"打新看手气吧","text":"打新看手气吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535699169920048","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533965899768736,"gmtCreate":1771383743807,"gmtModify":1771383746152,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"期待space X，重塑行业、同时绑定AI与太空的未。","listText":"期待space X，重塑行业、同时绑定AI与太空的未。","text":"期待space X，重塑行业、同时绑定AI与太空的未。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533965899768736","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531799100830704,"gmtCreate":1770854652215,"gmtModify":1770854654576,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"微软和谷歌","listText":"微软和谷歌","text":"微软和谷歌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531799100830704","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531489289516200,"gmtCreate":1770779123037,"gmtModify":1770779125728,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"打算继续等待，感觉比较合适","listText":"打算继续等待，感觉比较合适","text":"打算继续等待，感觉比较合适","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531489289516200","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531277865080224,"gmtCreate":1770727401203,"gmtModify":1770727403887,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"ai叙事下，需要使用大量算力，需求端刚性","listText":"ai叙事下，需要使用大量算力，需求端刚性","text":"ai叙事下，需要使用大量算力，需求端刚性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531277865080224","isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531277192725912,"gmtCreate":1770727353586,"gmtModify":1770727356300,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"看多，结构更稳健，收入现金流也更加稳健了","listText":"看多，结构更稳健，收入现金流也更加稳健了","text":"看多，结构更稳健，收入现金流也更加稳健了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531277192725912","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":515244543283976,"gmtCreate":1766798257718,"gmtModify":1766798270427,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"2026的flag是：一定要拿到老虎的百万里程碑还有金元宝 ！超爱老虎的周边！我相信念念不忘 必有回响 2026实现百万美金💲收益！ 加油 👏把握住每次机会","listText":"2026的flag是：一定要拿到老虎的百万里程碑还有金元宝 ！超爱老虎的周边！我相信念念不忘 必有回响 2026实现百万美金💲收益！ 加油 👏把握住每次机会","text":"2026的flag是：一定要拿到老虎的百万里程碑还有金元宝 ！超爱老虎的周边！我相信念念不忘 必有回响 2026实现百万美金💲收益！ 加油 👏把握住每次机会","images":[{"img":"https://static.tigerbbs.com/c0b0f91fc510ac0cdbf575bc7a9479b5"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/515244543283976","isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575780757420388","authorId":"3575780757420388","name":"effortless","avatar":"https://static.tigerbbs.com/ee344b91f3bfa737b20268d506570b71","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3575780757420388","idStr":"3575780757420388"},"content":"总在抄袭我 无语🙄","text":"总在抄袭我 无语🙄","html":"总在抄袭我 无语🙄"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":501339491144584,"gmtCreate":1763427530151,"gmtModify":1763427533164,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"看好:谷歌目前市盈率28，18年到过五六十，就算按21年也到过37，就按37，还有30%以上上涨空间，就算2年净利润增长30%以上，也就是谷歌2年后如果到市盈率37，还有60%以上的上涨空间","listText":"看好:谷歌目前市盈率28，18年到过五六十，就算按21年也到过37，就按37，还有30%以上上涨空间，就算2年净利润增长30%以上，也就是谷歌2年后如果到市盈率37，还有60%以上的上涨空间","text":"看好:谷歌目前市盈率28，18年到过五六十，就算按21年也到过37，就按37，还有30%以上上涨空间，就算2年净利润增长30%以上，也就是谷歌2年后如果到市盈率37，还有60%以上的上涨空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/501339491144584","isVote":1,"tweetType":1,"viewCount":3330,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274814607757","authorId":"3479274814607757","name":"TamSnow","avatar":"https://static.laohu8.com/picture181","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274814607757","idStr":"3479274814607757"},"content":"市盈率修复逻辑硬核，双击空间打开了！","text":"市盈率修复逻辑硬核，双击空间打开了！","html":"市盈率修复逻辑硬核，双击空间打开了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536224060187536,"gmtCreate":1771934963429,"gmtModify":1771934966253,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"看多，英伟达还是在商业模式和市场占有率上有独特的生态位","listText":"看多，英伟达还是在商业模式和市场占有率上有独特的生态位","text":"看多，英伟达还是在商业模式和市场占有率上有独特的生态位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/536224060187536","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274744411150","authorId":"3479274744411150","name":"lemonadey","avatar":"https://static.laohu8.com/picture78","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274744411150","idStr":"3479274744411150"},"content":"英伟达生态位真强，看多就对了！","text":"英伟达生态位真强，看多就对了！","html":"英伟达生态位真强，看多就对了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533965899768736,"gmtCreate":1771383743807,"gmtModify":1771383746152,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"期待space X，重塑行业、同时绑定AI与太空的未。","listText":"期待space X，重塑行业、同时绑定AI与太空的未。","text":"期待space X，重塑行业、同时绑定AI与太空的未。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533965899768736","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512985282863440,"gmtCreate":1766267509124,"gmtModify":1766267512072,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"最近的那一次就是 11月那次流动性危机，大空头Michael Burry，后来又在市场悄无声息下慢慢淡下去了，所以做多准没错，不反人性","listText":"最近的那一次就是 11月那次流动性危机，大空头Michael Burry，后来又在市场悄无声息下慢慢淡下去了，所以做多准没错，不反人性","text":"最近的那一次就是 11月那次流动性危机，大空头Michael Burry，后来又在市场悄无声息下慢慢淡下去了，所以做多准没错，不反人性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/512985282863440","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000166","authorId":"9000000000000166","name":"WayneEvans","avatar":"https://static.tigerbbs.com/b73fcf703208d4148b7de71c9ac07beb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000166","idStr":"9000000000000166"},"content":"空头再凶也挡不住市场反弹，坚定做多！","text":"空头再凶也挡不住市场反弹，坚定做多！","html":"空头再凶也挡不住市场反弹，坚定做多！"},{"author":{"id":"9000000000000338","authorId":"9000000000000338","name":"YvonneWoolf","avatar":"https://static.tigerbbs.com/be015f9aa1d84cbba8139cf87b94e09c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000338","idStr":"9000000000000338"},"content":"跟着大佬做多就对了，别被洗下车！","text":"跟着大佬做多就对了，别被洗下车！","html":"跟着大佬做多就对了，别被洗下车！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512727842161048,"gmtCreate":1766204730474,"gmtModify":1766204733421,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"最近的那一次就是 11月那次流动性危机，大空头Michael Burry，后来又在市场悄无声息下慢慢淡下去了，所以做多准没错，不反人性","listText":"最近的那一次就是 11月那次流动性危机，大空头Michael Burry，后来又在市场悄无声息下慢慢淡下去了，所以做多准没错，不反人性","text":"最近的那一次就是 11月那次流动性危机，大空头Michael Burry，后来又在市场悄无声息下慢慢淡下去了，所以做多准没错，不反人性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/512727842161048","isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000351","authorId":"9000000000000351","name":"WebbBart","avatar":"https://static.tigerbbs.com/853fb9adccc3a8c9bc7f56a31f6b1adb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000351","idStr":"9000000000000351"},"content":"做多才是顺势而为，躺赢就完事了！","text":"做多才是顺势而为，躺赢就完事了！","html":"做多才是顺势而为，躺赢就完事了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509257317802632,"gmtCreate":1765368426586,"gmtModify":1765368428918,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 财报还是题材，关键甲骨文财报有过污点，信任成本加高了","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 财报还是题材，关键甲骨文财报有过污点，信任成本加高了","text":"$甲骨文(ORCL)$ 财报还是题材，关键甲骨文财报有过污点，信任成本加高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/509257317802632","isVote":1,"tweetType":1,"viewCount":1338,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000404","authorId":"9000000000000404","name":"RudolfKennedy","avatar":"https://static.tigerbbs.com/4bf2f8692df593c0e58239fd56abf27c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000404","idStr":"9000000000000404"},"content":"財報污點真的讓人卻步，觀望為上","text":"財報污點真的讓人卻步，觀望為上","html":"財報污點真的讓人卻步，觀望為上"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506455465140224,"gmtCreate":1764676935496,"gmtModify":1764676937901,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"不能成功，特斯拉已经成为一家世界型企业，难以被个人预测","listText":"不能成功，特斯拉已经成为一家世界型企业，难以被个人预测","text":"不能成功，特斯拉已经成为一家世界型企业，难以被个人预测","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/506455465140224","isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274768507387","authorId":"3479274768507387","name":"predator007","avatar":"https://static.tigerbbs.com/20a03150bf68f76dd5730e2a3c05a61e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274768507387","idStr":"3479274768507387"},"content":"大企业确实难预测，但趋势能看懂就行","text":"大企业确实难预测，但趋势能看懂就行","html":"大企业确实难预测，但趋势能看懂就行"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517273340613528,"gmtCreate":1767316647435,"gmtModify":1767317797661,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"title":"","htmlText":"胜率高，回撤大，风控管理水平太差了，明年加油！","listText":"胜率高，回撤大，风控管理水平太差了，明年加油！","text":"胜率高，回撤大，风控管理水平太差了，明年加油！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/517273340613528","isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000342","authorId":"9000000000000342","name":"YaleBrewster","avatar":"https://static.tigerbbs.com/5996d5314ffe90fea8ab77db8debbe9a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000342","idStr":"9000000000000342"},"content":"风控太烂了，回撤吓死人！","text":"风控太烂了，回撤吓死人！","html":"风控太烂了，回撤吓死人！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516985992310872,"gmtCreate":1767189287249,"gmtModify":1767189291668,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"htmlText":"非常看好，且这次收购标志着Meta从“AI技术展示”转向了“AI商业变现”。 这次收购确实是一步妙棋，甚至可以说是教科书级别的“闪电战”： ● 补齐短板： 之前Meta虽然有强大的Llama模型，但缺乏直接的ToB和ToC的付费产品。这直接给了Meta一个现成的、能赚钱的AI业务线。 ● 战略升维： 扎克伯格这次没搞“大而全”的自研，而是直接买来了目前市场上最强的Agent产品。这意味着Meta在2026年将拥有从底层模型（Llama）到顶层应用（Manus）的完整闭环。 ● 估值修复： 之前因为巨额的AI资本支出（Capex）却没有直接收入，Meta股价承受了压力。有了Manus的现金流和增长故事，2026年Meta的估值有望迎来大幅修复。","listText":"非常看好，且这次收购标志着Meta从“AI技术展示”转向了“AI商业变现”。 这次收购确实是一步妙棋，甚至可以说是教科书级别的“闪电战”： ● 补齐短板： 之前Meta虽然有强大的Llama模型，但缺乏直接的ToB和ToC的付费产品。这直接给了Meta一个现成的、能赚钱的AI业务线。 ● 战略升维： 扎克伯格这次没搞“大而全”的自研，而是直接买来了目前市场上最强的Agent产品。这意味着Meta在2026年将拥有从底层模型（Llama）到顶层应用（Manus）的完整闭环。 ● 估值修复： 之前因为巨额的AI资本支出（Capex）却没有直接收入，Meta股价承受了压力。有了Manus的现金流和增长故事，2026年Meta的估值有望迎来大幅修复。","text":"非常看好，且这次收购标志着Meta从“AI技术展示”转向了“AI商业变现”。 这次收购确实是一步妙棋，甚至可以说是教科书级别的“闪电战”： ● 补齐短板： 之前Meta虽然有强大的Llama模型，但缺乏直接的ToB和ToC的付费产品。这直接给了Meta一个现成的、能赚钱的AI业务线。 ● 战略升维： 扎克伯格这次没搞“大而全”的自研，而是直接买来了目前市场上最强的Agent产品。这意味着Meta在2026年将拥有从底层模型（Llama）到顶层应用（Manus）的完整闭环。 ● 估值修复： 之前因为巨额的AI资本支出（Capex）却没有直接收入，Meta股价承受了压力。有了Manus的现金流和增长故事，2026年Meta的估值有望迎来大幅修复。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/516985992310872","isVote":1,"tweetType":1,"viewCount":2156,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000444","authorId":"9000000000000444","name":"OgdenHerbert","avatar":"https://static.tigerbbs.com/88e5966a6a308afadf4107a07e9bf39d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000444","idStr":"9000000000000444"},"content":"收购太神了，Meta这波稳赢！","text":"收购太神了，Meta这波稳赢！","html":"收购太神了，Meta这波稳赢！"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
