尤尼卡的个人主页 - 老虎社区

尤尼卡

尤尼卡

暂无个人介绍

IP属地：甘肃

0关注

0粉丝

0主题

0勋章

10-20

$今海医疗科技(02225)$ 3.8 以下就是黄金坑，很难见到了。

11:22

$新吉奥房车(00805)$ 上次股权问题抄底的人也赚了有20%了吧

11:16

挺有道理的

@国际投行研究报告:美国蓝色海啸后，资本市场先给数据中心投了反对票美光等大跌、科技巨头上涨，A股算力影子股今天迎来首日检验

11-02

$乐摩科技(02539)$ 今天来个大哥拉一下

10-29

$中国星集团(00326)$ 这根下影线可以，昨天后半场没掉链子。

10-29

求求你了

@博諺國際控股:$SK海力士(SKHY)$ 今晚大概率破一下170

10-29

还不错

@河阳十一郎Mortal:$Meta Platforms, Inc.(META)$ 垃圾META 这辈子再也不会碰这个垃圾了

10-27

$精锋医疗-B(02675)$ 精锋已经具备欧洲销售和培训网络的基础，这个认证下来，算是补齐最后一块平图

10-26

$中国星集团(00326)$ 公司内地业务已经占到收入近八成，未来表现主要看多媒体能不能持续赚钱。

10-22

说的没错

@.东方熊猫:$特斯拉(TSLA)$ 计划自己的交易，交易自己的计划如何判断特斯拉到底？根据次级别以及本级别的二买机会可以确认财报会让韭菜来接盘。只有收集足够筹码，向上打出新高才有出货空间

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4255578909266350","uuid":"4255578909266350","gmtCreate":1792475688930,"gmtModify":1792485509408,"name":"尤尼卡","pinyin":"ynkyounika","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":10,"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":"甘肃","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":626007114433976,"gmtCreate":1793848969426,"gmtModify":1793848971545,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4255578909266350","idStr":"4255578909266350"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00805\">$新吉奥房车(00805)$ </a> 上次股权问题抄底的人也赚了有20%了吧","listText":"<a href=\"https://laohu8.com/S/00805\">$新吉奥房车(00805)$ </a> 上次股权问题抄底的人也赚了有20%了吧","text":"$新吉奥房车(00805)$ 上次股权问题抄底的人也赚了有20%了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626007114433976","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626005943316952,"gmtCreate":1793848619585,"gmtModify":1793848621511,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4255578909266350","idStr":"4255578909266350"},"themes":[],"title":"","htmlText":"挺有道理的","listText":"挺有道理的","text":"挺有道理的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626005943316952","repostId":"625940232769704","repostType":1,"repost":{"id":625940232769704,"gmtCreate":1793838600000,"gmtModify":1793842795567,"author":{"id":"3570579687079753","authorId":"3570579687079753","name":"国际投行研究报告","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570579687079753","idStr":"3570579687079753"},"themes":[],"title":"美国蓝色海啸后，资本市场先给数据中心投了反对票美光等大跌、科技巨头上涨，A股算力影子股今天迎来首日检验","htmlText":"凌通社企业研究 LINGTONG WIRE · CORPORATE RESEARCH 海外观察 · 凌通社123 2026年11月5日 美国蓝色海啸后，资本市场先给数据中心投了反对票 美光等大跌、科技巨头上涨，A股算力影子股迎来首日检验 &nbsp; &nbsp;美东时间11月4日收盘，美股走出了一张很少见的分化图：微软涨6.68%，亚马逊涨6.12%，苹果收盘创新高；同一天，美光跌7.00%，闪迪跌7.91%，CoreWeave跌9.90%。前一晚的中期选举里，民主党拿下国会两院，还在得州、俄亥俄、佐治亚等州的州长选举中翻盘，多位胜选州长在竞选中主张暂停或收紧数据中心审批。凌通社注意到，A股算力链11月4日白天刚刚集体大涨，美股这轮下跌发生在北京时间当晚，11月5日是A股影子股第一次直面这一变量。 &nbsp;&nbsp;▍1｜政策端：州长们从\"招商\"转向\"暂停\"&nbsp;&nbsp; 这次选举里，数据中心第一次成为州长选战的主要议题之一。得州新任州长伊诺霍萨在竞选中直指开发商推高电费、消耗水资源，承诺上任后暂停新建数据中心审批，直到州议会出台保护措施。她是1995年以来得州首位民主党籍州长，将于2027年1月就职。 凌通社发现，各州的\"暂停\"并不是一回事。按候选人公开立场整理，主要胜选州长的主张大致如下： 州 胜选者 数据中心主张 类型 得州 伊诺霍萨（D） 暂停新许可直至州议会立法；当选后澄清不叫停在建项目 全州暂停（仅新许可） 俄亥俄 阿克顿（D） 项目须承担100%公用事业成本、使用工会劳工、达到环保标准 有条件暂停 佐治亚 博顿斯（D） 州规则出台前全州临时暂停新建 全州暂停 密歇根 本森（D） 可执行规则出台前暂停 暂停至规则出台 纽约 霍楚尔（D） 已对50兆瓦及以上新建项目实施一年许可暂停 已实施 亚利桑那 霍布斯（D） 反对全州暂停，要求开发商自担成本","listText":"凌通社企业研究 LINGTONG WIRE · CORPORATE RESEARCH 海外观察 · 凌通社123 2026年11月5日 美国蓝色海啸后，资本市场先给数据中心投了反对票 美光等大跌、科技巨头上涨，A股算力影子股迎来首日检验 &nbsp; &nbsp;美东时间11月4日收盘，美股走出了一张很少见的分化图：微软涨6.68%，亚马逊涨6.12%，苹果收盘创新高；同一天，美光跌7.00%，闪迪跌7.91%，CoreWeave跌9.90%。前一晚的中期选举里，民主党拿下国会两院，还在得州、俄亥俄、佐治亚等州的州长选举中翻盘，多位胜选州长在竞选中主张暂停或收紧数据中心审批。凌通社注意到，A股算力链11月4日白天刚刚集体大涨，美股这轮下跌发生在北京时间当晚，11月5日是A股影子股第一次直面这一变量。 &nbsp;&nbsp;▍1｜政策端：州长们从\"招商\"转向\"暂停\"&nbsp;&nbsp; 这次选举里，数据中心第一次成为州长选战的主要议题之一。得州新任州长伊诺霍萨在竞选中直指开发商推高电费、消耗水资源，承诺上任后暂停新建数据中心审批，直到州议会出台保护措施。她是1995年以来得州首位民主党籍州长，将于2027年1月就职。 凌通社发现，各州的\"暂停\"并不是一回事。按候选人公开立场整理，主要胜选州长的主张大致如下： 州 胜选者 数据中心主张 类型 得州 伊诺霍萨（D） 暂停新许可直至州议会立法；当选后澄清不叫停在建项目 全州暂停（仅新许可） 俄亥俄 阿克顿（D） 项目须承担100%公用事业成本、使用工会劳工、达到环保标准 有条件暂停 佐治亚 博顿斯（D） 州规则出台前全州临时暂停新建 全州暂停 密歇根 本森（D） 可执行规则出台前暂停 暂停至规则出台 纽约 霍楚尔（D） 已对50兆瓦及以上新建项目实施一年许可暂停 已实施 亚利桑那 霍布斯（D） 反对全州暂停，要求开发商自担成本","text":"凌通社企业研究 LINGTONG WIRE · CORPORATE RESEARCH 海外观察 · 凌通社123 2026年11月5日 美国蓝色海啸后，资本市场先给数据中心投了反对票 美光等大跌、科技巨头上涨，A股算力影子股迎来首日检验 美东时间11月4日收盘，美股走出了一张很少见的分化图：微软涨6.68%，亚马逊涨6.12%，苹果收盘创新高；同一天，美光跌7.00%，闪迪跌7.91%，CoreWeave跌9.90%。前一晚的中期选举里，民主党拿下国会两院，还在得州、俄亥俄、佐治亚等州的州长选举中翻盘，多位胜选州长在竞选中主张暂停或收紧数据中心审批。凌通社注意到，A股算力链11月4日白天刚刚集体大涨，美股这轮下跌发生在北京时间当晚，11月5日是A股影子股第一次直面这一变量。 ▍1｜政策端：州长们从\"招商\"转向\"暂停\" 这次选举里，数据中心第一次成为州长选战的主要议题之一。得州新任州长伊诺霍萨在竞选中直指开发商推高电费、消耗水资源，承诺上任后暂停新建数据中心审批，直到州议会出台保护措施。她是1995年以来得州首位民主党籍州长，将于2027年1月就职。 凌通社发现，各州的\"暂停\"并不是一回事。按候选人公开立场整理，主要胜选州长的主张大致如下： 州 胜选者 数据中心主张 类型 得州 伊诺霍萨（D） 暂停新许可直至州议会立法；当选后澄清不叫停在建项目 全州暂停（仅新许可） 俄亥俄 阿克顿（D） 项目须承担100%公用事业成本、使用工会劳工、达到环保标准 有条件暂停 佐治亚 博顿斯（D） 州规则出台前全州临时暂停新建 全州暂停 密歇根 本森（D） 可执行规则出台前暂停 暂停至规则出台 纽约 霍楚尔（D） 已对50兆瓦及以上新建项目实施一年许可暂停 已实施 亚利桑那 霍布斯（D） 反对全州暂停，要求开发商自担成本","images":[{"img":"https://static.tigerbbs.com/a3cd327121b947f6bb3d0e5d6a583179"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625940232769704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624981537939544,"gmtCreate":1793598509888,"gmtModify":1793598511917,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4255578909266350","idStr":"4255578909266350"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$ </a> 今天来个大哥拉一下","listText":"<a href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$ </a> 今天来个大哥拉一下","text":"$乐摩科技(02539)$ 今天来个大哥拉一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624981537939544","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623415412232296,"gmtCreate":1793240353650,"gmtModify":1793240355751,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4255578909266350","idStr":"4255578909266350"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00326\">$中国星集团(00326)$ </a> 这根下影线可以，昨天后半场没掉链子。","listText":"<a href=\"https://laohu8.com/S/00326\">$中国星集团(00326)$ </a> 这根下影线可以，昨天后半场没掉链子。","text":"$中国星集团(00326)$ 这根下影线可以，昨天后半场没掉链子。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623415412232296","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623412093755760,"gmtCreate":1793239785598,"gmtModify":1793239787253,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4255578909266350","idStr":"4255578909266350"},"themes":[],"title":"","htmlText":"求求你了","listText":"求求你了","text":"求求你了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623412093755760","repostId":"623145761951856","repostType":1,"repost":{"id":623145761951856,"gmtCreate":1793161974119,"gmtModify":1793161976141,"author":{"id":"3576321177589538","authorId":"3576321177589538","name":"博諺國際控股","avatar":"https://static.tigerbbs.com/83f2570c212c3478418731d5e5f32d87","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576321177589538","idStr":"3576321177589538"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> 今晚大概率破一下170&nbsp;","listText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> 今晚大概率破一下170&nbsp;","text":"$SK海力士(SKHY)$ 今晚大概率破一下170","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623145761951856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623413056028864,"gmtCreate":1793239779696,"gmtModify":1793239781448,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4255578909266350","idStr":"4255578909266350"},"themes":[],"title":"","htmlText":"还不错","listText":"还不错","text":"还不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623413056028864","repostId":"622774797832448","repostType":1,"repost":{"id":622774797832448,"gmtCreate":1793020871971,"gmtModify":1793021867222,"author":{"id":"3563225085349751","authorId":"3563225085349751","name":"河阳十一郎Mortal","avatar":"https://static.tigerbbs.com/40626b3c6d06bf25c2b6acb0975fc368","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563225085349751","idStr":"3563225085349751"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> 垃圾META 这辈子再也不会碰这个垃圾了","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> 垃圾META 这辈子再也不会碰这个垃圾了","text":"$Meta Platforms, Inc.(META)$ 垃圾META 这辈子再也不会碰这个垃圾了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622774797832448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622877038998288,"gmtCreate":1793109080800,"gmtModify":1793109853785,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4255578909266350","idStr":"4255578909266350"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02675\">$精锋医疗-B(02675)$ </a> 精锋已经具备欧洲销售和培训网络的基础，这个认证下来，算是补齐最后一块平图","listText":"<a href=\"https://laohu8.com/S/02675\">$精锋医疗-B(02675)$ </a> 精锋已经具备欧洲销售和培训网络的基础，这个认证下来，算是补齐最后一块平图","text":"$精锋医疗-B(02675)$ 精锋已经具备欧洲销售和培训网络的基础，这个认证下来，算是补齐最后一块平图","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622877038998288","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622361673380896,"gmtCreate":1792983311135,"gmtModify":1792983962754,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4255578909266350","idStr":"4255578909266350"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00326\">$中国星集团(00326)$ </a> 公司内地业务已经占到收入近八成，未来表现主要看多媒体能不能持续赚钱。","listText":"<a href=\"https://laohu8.com/S/00326\">$中国星集团(00326)$ </a> 公司内地业务已经占到收入近八成，未来表现主要看多媒体能不能持续赚钱。","text":"$中国星集团(00326)$ 公司内地业务已经占到收入近八成，未来表现主要看多媒体能不能持续赚钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622361673380896","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620994837931064,"gmtCreate":1792637271174,"gmtModify":1792637894480,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4255578909266350","idStr":"4255578909266350"},"themes":[],"title":"","htmlText":"说的没错","listText":"说的没错","text":"说的没错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620994837931064","repostId":"620602175492848","repostType":1,"repost":{"id":620602175492848,"gmtCreate":1792541265861,"gmtModify":1792546024474,"author":{"id":"4173438119429092","authorId":"4173438119429092","name":".东方熊猫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173438119429092","idStr":"4173438119429092"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 计划自己的交易，交易自己的计划 如何判断特斯拉到底？根据次级别以及本级别的二买机会可以确认财报会让韭菜来接盘。只有收集足够筹码，向上打出新高才有出货空间","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 计划自己的交易，交易自己的计划 如何判断特斯拉到底？根据次级别以及本级别的二买机会可以确认财报会让韭菜来接盘。只有收集足够筹码，向上打出新高才有出货空间","text":"$特斯拉(TSLA)$ 计划自己的交易，交易自己的计划 如何判断特斯拉到底？根据次级别以及本级别的二买机会可以确认财报会让韭菜来接盘。只有收集足够筹码，向上打出新高才有出货空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620602175492848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620315261641920,"gmtCreate":1792475803332,"gmtModify":1792476342864,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4255578909266350","idStr":"4255578909266350"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> 3.8 以下就是黄金坑，很难见到了。","listText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> 3.8 以下就是黄金坑，很难见到了。","text":"$今海医疗科技(02225)$ 3.8 以下就是黄金坑，很难见到了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620315261641920","isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":620315261641920,"gmtCreate":1792475803332,"gmtModify":1792476342864,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4255578909266350","authorIdStr":"4255578909266350"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> 3.8 以下就是黄金坑，很难见到了。","listText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> 3.8 以下就是黄金坑，很难见到了。","text":"$今海医疗科技(02225)$ 3.8 以下就是黄金坑，很难见到了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620315261641920","isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626007114433976,"gmtCreate":1793848969426,"gmtModify":1793848971545,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4255578909266350","authorIdStr":"4255578909266350"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00805\">$新吉奥房车(00805)$ </a> 上次股权问题抄底的人也赚了有20%了吧","listText":"<a href=\"https://laohu8.com/S/00805\">$新吉奥房车(00805)$ </a> 上次股权问题抄底的人也赚了有20%了吧","text":"$新吉奥房车(00805)$ 上次股权问题抄底的人也赚了有20%了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626007114433976","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626005943316952,"gmtCreate":1793848619585,"gmtModify":1793848621511,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4255578909266350","authorIdStr":"4255578909266350"},"themes":[],"title":"","htmlText":"挺有道理的","listText":"挺有道理的","text":"挺有道理的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626005943316952","repostId":"625940232769704","repostType":1,"repost":{"id":625940232769704,"gmtCreate":1793838600000,"gmtModify":1793842795567,"author":{"id":"3570579687079753","authorId":"3570579687079753","name":"国际投行研究报告","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570579687079753","authorIdStr":"3570579687079753"},"themes":[],"title":"美国蓝色海啸后，资本市场先给数据中心投了反对票美光等大跌、科技巨头上涨，A股算力影子股今天迎来首日检验","htmlText":"凌通社企业研究 LINGTONG WIRE · CORPORATE RESEARCH 海外观察 · 凌通社123 2026年11月5日 美国蓝色海啸后，资本市场先给数据中心投了反对票 美光等大跌、科技巨头上涨，A股算力影子股迎来首日检验 &nbsp; &nbsp;美东时间11月4日收盘，美股走出了一张很少见的分化图：微软涨6.68%，亚马逊涨6.12%，苹果收盘创新高；同一天，美光跌7.00%，闪迪跌7.91%，CoreWeave跌9.90%。前一晚的中期选举里，民主党拿下国会两院，还在得州、俄亥俄、佐治亚等州的州长选举中翻盘，多位胜选州长在竞选中主张暂停或收紧数据中心审批。凌通社注意到，A股算力链11月4日白天刚刚集体大涨，美股这轮下跌发生在北京时间当晚，11月5日是A股影子股第一次直面这一变量。 &nbsp;&nbsp;▍1｜政策端：州长们从\"招商\"转向\"暂停\"&nbsp;&nbsp; 这次选举里，数据中心第一次成为州长选战的主要议题之一。得州新任州长伊诺霍萨在竞选中直指开发商推高电费、消耗水资源，承诺上任后暂停新建数据中心审批，直到州议会出台保护措施。她是1995年以来得州首位民主党籍州长，将于2027年1月就职。 凌通社发现，各州的\"暂停\"并不是一回事。按候选人公开立场整理，主要胜选州长的主张大致如下： 州 胜选者 数据中心主张 类型 得州 伊诺霍萨（D） 暂停新许可直至州议会立法；当选后澄清不叫停在建项目 全州暂停（仅新许可） 俄亥俄 阿克顿（D） 项目须承担100%公用事业成本、使用工会劳工、达到环保标准 有条件暂停 佐治亚 博顿斯（D） 州规则出台前全州临时暂停新建 全州暂停 密歇根 本森（D） 可执行规则出台前暂停 暂停至规则出台 纽约 霍楚尔（D） 已对50兆瓦及以上新建项目实施一年许可暂停 已实施 亚利桑那 霍布斯（D） 反对全州暂停，要求开发商自担成本","listText":"凌通社企业研究 LINGTONG WIRE · CORPORATE RESEARCH 海外观察 · 凌通社123 2026年11月5日 美国蓝色海啸后，资本市场先给数据中心投了反对票 美光等大跌、科技巨头上涨，A股算力影子股迎来首日检验 &nbsp; &nbsp;美东时间11月4日收盘，美股走出了一张很少见的分化图：微软涨6.68%，亚马逊涨6.12%，苹果收盘创新高；同一天，美光跌7.00%，闪迪跌7.91%，CoreWeave跌9.90%。前一晚的中期选举里，民主党拿下国会两院，还在得州、俄亥俄、佐治亚等州的州长选举中翻盘，多位胜选州长在竞选中主张暂停或收紧数据中心审批。凌通社注意到，A股算力链11月4日白天刚刚集体大涨，美股这轮下跌发生在北京时间当晚，11月5日是A股影子股第一次直面这一变量。 &nbsp;&nbsp;▍1｜政策端：州长们从\"招商\"转向\"暂停\"&nbsp;&nbsp; 这次选举里，数据中心第一次成为州长选战的主要议题之一。得州新任州长伊诺霍萨在竞选中直指开发商推高电费、消耗水资源，承诺上任后暂停新建数据中心审批，直到州议会出台保护措施。她是1995年以来得州首位民主党籍州长，将于2027年1月就职。 凌通社发现，各州的\"暂停\"并不是一回事。按候选人公开立场整理，主要胜选州长的主张大致如下： 州 胜选者 数据中心主张 类型 得州 伊诺霍萨（D） 暂停新许可直至州议会立法；当选后澄清不叫停在建项目 全州暂停（仅新许可） 俄亥俄 阿克顿（D） 项目须承担100%公用事业成本、使用工会劳工、达到环保标准 有条件暂停 佐治亚 博顿斯（D） 州规则出台前全州临时暂停新建 全州暂停 密歇根 本森（D） 可执行规则出台前暂停 暂停至规则出台 纽约 霍楚尔（D） 已对50兆瓦及以上新建项目实施一年许可暂停 已实施 亚利桑那 霍布斯（D） 反对全州暂停，要求开发商自担成本","text":"凌通社企业研究 LINGTONG WIRE · CORPORATE RESEARCH 海外观察 · 凌通社123 2026年11月5日 美国蓝色海啸后，资本市场先给数据中心投了反对票 美光等大跌、科技巨头上涨，A股算力影子股迎来首日检验 美东时间11月4日收盘，美股走出了一张很少见的分化图：微软涨6.68%，亚马逊涨6.12%，苹果收盘创新高；同一天，美光跌7.00%，闪迪跌7.91%，CoreWeave跌9.90%。前一晚的中期选举里，民主党拿下国会两院，还在得州、俄亥俄、佐治亚等州的州长选举中翻盘，多位胜选州长在竞选中主张暂停或收紧数据中心审批。凌通社注意到，A股算力链11月4日白天刚刚集体大涨，美股这轮下跌发生在北京时间当晚，11月5日是A股影子股第一次直面这一变量。 ▍1｜政策端：州长们从\"招商\"转向\"暂停\" 这次选举里，数据中心第一次成为州长选战的主要议题之一。得州新任州长伊诺霍萨在竞选中直指开发商推高电费、消耗水资源，承诺上任后暂停新建数据中心审批，直到州议会出台保护措施。她是1995年以来得州首位民主党籍州长，将于2027年1月就职。 凌通社发现，各州的\"暂停\"并不是一回事。按候选人公开立场整理，主要胜选州长的主张大致如下： 州 胜选者 数据中心主张 类型 得州 伊诺霍萨（D） 暂停新许可直至州议会立法；当选后澄清不叫停在建项目 全州暂停（仅新许可） 俄亥俄 阿克顿（D） 项目须承担100%公用事业成本、使用工会劳工、达到环保标准 有条件暂停 佐治亚 博顿斯（D） 州规则出台前全州临时暂停新建 全州暂停 密歇根 本森（D） 可执行规则出台前暂停 暂停至规则出台 纽约 霍楚尔（D） 已对50兆瓦及以上新建项目实施一年许可暂停 已实施 亚利桑那 霍布斯（D） 反对全州暂停，要求开发商自担成本","images":[{"img":"https://static.tigerbbs.com/a3cd327121b947f6bb3d0e5d6a583179"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625940232769704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624981537939544,"gmtCreate":1793598509888,"gmtModify":1793598511917,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4255578909266350","authorIdStr":"4255578909266350"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$ </a> 今天来个大哥拉一下","listText":"<a href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$ </a> 今天来个大哥拉一下","text":"$乐摩科技(02539)$ 今天来个大哥拉一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624981537939544","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623415412232296,"gmtCreate":1793240353650,"gmtModify":1793240355751,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4255578909266350","authorIdStr":"4255578909266350"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00326\">$中国星集团(00326)$ </a> 这根下影线可以，昨天后半场没掉链子。","listText":"<a href=\"https://laohu8.com/S/00326\">$中国星集团(00326)$ </a> 这根下影线可以，昨天后半场没掉链子。","text":"$中国星集团(00326)$ 这根下影线可以，昨天后半场没掉链子。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623415412232296","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623412093755760,"gmtCreate":1793239785598,"gmtModify":1793239787253,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4255578909266350","authorIdStr":"4255578909266350"},"themes":[],"title":"","htmlText":"求求你了","listText":"求求你了","text":"求求你了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623412093755760","repostId":"623145761951856","repostType":1,"repost":{"id":623145761951856,"gmtCreate":1793161974119,"gmtModify":1793161976141,"author":{"id":"3576321177589538","authorId":"3576321177589538","name":"博諺國際控股","avatar":"https://static.tigerbbs.com/83f2570c212c3478418731d5e5f32d87","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576321177589538","authorIdStr":"3576321177589538"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> 今晚大概率破一下170&nbsp;","listText":"<a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> 今晚大概率破一下170&nbsp;","text":"$SK海力士(SKHY)$ 今晚大概率破一下170","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623145761951856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623413056028864,"gmtCreate":1793239779696,"gmtModify":1793239781448,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4255578909266350","authorIdStr":"4255578909266350"},"themes":[],"title":"","htmlText":"还不错","listText":"还不错","text":"还不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623413056028864","repostId":"622774797832448","repostType":1,"repost":{"id":622774797832448,"gmtCreate":1793020871971,"gmtModify":1793021867222,"author":{"id":"3563225085349751","authorId":"3563225085349751","name":"河阳十一郎Mortal","avatar":"https://static.tigerbbs.com/40626b3c6d06bf25c2b6acb0975fc368","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563225085349751","authorIdStr":"3563225085349751"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> 垃圾META 这辈子再也不会碰这个垃圾了","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> 垃圾META 这辈子再也不会碰这个垃圾了","text":"$Meta Platforms, Inc.(META)$ 垃圾META 这辈子再也不会碰这个垃圾了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622774797832448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622877038998288,"gmtCreate":1793109080800,"gmtModify":1793109853785,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4255578909266350","authorIdStr":"4255578909266350"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02675\">$精锋医疗-B(02675)$ </a> 精锋已经具备欧洲销售和培训网络的基础，这个认证下来，算是补齐最后一块平图","listText":"<a href=\"https://laohu8.com/S/02675\">$精锋医疗-B(02675)$ </a> 精锋已经具备欧洲销售和培训网络的基础，这个认证下来，算是补齐最后一块平图","text":"$精锋医疗-B(02675)$ 精锋已经具备欧洲销售和培训网络的基础，这个认证下来，算是补齐最后一块平图","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622877038998288","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622361673380896,"gmtCreate":1792983311135,"gmtModify":1792983962754,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4255578909266350","authorIdStr":"4255578909266350"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00326\">$中国星集团(00326)$ </a> 公司内地业务已经占到收入近八成，未来表现主要看多媒体能不能持续赚钱。","listText":"<a href=\"https://laohu8.com/S/00326\">$中国星集团(00326)$ </a> 公司内地业务已经占到收入近八成，未来表现主要看多媒体能不能持续赚钱。","text":"$中国星集团(00326)$ 公司内地业务已经占到收入近八成，未来表现主要看多媒体能不能持续赚钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622361673380896","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620994837931064,"gmtCreate":1792637271174,"gmtModify":1792637894480,"author":{"id":"4255578909266350","authorId":"4255578909266350","name":"尤尼卡","avatar":"https://static.tigerbbs.com/c96a4b59339f207f958eea1f6a25d6b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4255578909266350","authorIdStr":"4255578909266350"},"themes":[],"title":"","htmlText":"说的没错","listText":"说的没错","text":"说的没错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620994837931064","repostId":"620602175492848","repostType":1,"repost":{"id":620602175492848,"gmtCreate":1792541265861,"gmtModify":1792546024474,"author":{"id":"4173438119429092","authorId":"4173438119429092","name":".东方熊猫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173438119429092","authorIdStr":"4173438119429092"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 计划自己的交易，交易自己的计划 如何判断特斯拉到底？根据次级别以及本级别的二买机会可以确认财报会让韭菜来接盘。只有收集足够筹码，向上打出新高才有出货空间","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 计划自己的交易，交易自己的计划 如何判断特斯拉到底？根据次级别以及本级别的二买机会可以确认财报会让韭菜来接盘。只有收集足够筹码，向上打出新高才有出货空间","text":"$特斯拉(TSLA)$ 计划自己的交易，交易自己的计划 如何判断特斯拉到底？根据次级别以及本级别的二买机会可以确认财报会让韭菜来接盘。只有收集足够筹码，向上打出新高才有出货空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620602175492848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}