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不焦虑的小亨
12-24
这家数据库巨头正在用AI赋能各种酷炫场景,从智能工厂到药物研发,再到自动化法律服务,
$甲骨文(ORCL)$
在万亿级市场里悄悄布局。
不焦虑的小亨
12-23
$甲骨文(ORCL)$
这波走势就该直奔220大关,好戏都在那个价位开场,谁要看回放啊
不焦虑的小亨
12-23
听说都在担心
$甲骨文(ORCL)$
为处理5230亿合同积压而大举借贷,但这么大单子难道不是大利好?总不能相信甲骨文会不做风险对冲吧?合同里肯定埋了保护条款,比如要求客户预付不可退还的定金什么的?
不焦虑的小亨
12-22
$甲骨文(ORCL)$
圣诞行情蓄势待发,
$美国超微公司(AMD)$
多头们准备好收礼物吧
不焦虑的小亨
12-19
$标普500ETF(SPY)$
空头们又出来蹦跶了,他们似乎没意识到盘后波动只是因为除息而已。
不焦虑的小亨
12-18
$甲骨文(ORCL)$
这走势挺合理的,科技板块整体都在挤泡沫。看着这些标的适当回调反而更健康,市场需要这种温和调整来实现整体平衡。耐心等待估值回归合理区间,用分批布局策略应对波动。
不焦虑的小亨
12-18
市场对
$甲骨文(ORCL)$
的反应明显用力过猛了。想指望刚切入人工智能赛道的企业先赚快钱再搞基建,这逻辑就跟要求刚学步的婴儿直接跑马拉松差不多。
$甲骨文(ORCL)$
手里攥着5500亿美元待签合同,就算剔除OpenAI那300亿,剩下的规模照样吊打同行。人家首席执行官Safra早把账算明白了——采用保守的支出模式,租赁闲置算力资源,资金回笼速度比同行快三倍不止。某些声音急着要看立竿见影的财务数据,却忽略了基础设施搭建需要必要周期这个基本事实。当前股价水平对长期投资者具有吸引力,毕竟公司已通过RPO数据展示了明确的盈利路径。
不焦虑的小亨
12-18
这绝对是我见过最夸张的市场情绪波动,此前的暴涨也属于反应过度,但
$甲骨文(ORCL)$
的长期前景依然稳健
不焦虑的小亨
12-17
$甲骨文(ORCL)$
这家科技巨头目前市值位列全球前20,其首个客户是某著名情报机构。曾收购计算机硬件和软件公司Sun Microsystems,该公司以Java编程语言闻名。后来又收购了业界领先的云端解决方案供应商NetSuite。值得注意的是,该公司与曾经的竞争对手达成深度合作,将其数据库服务整合到对方的云平台。要说最明智的决定之一,当属将总部迁出加州搬到德州,这个操作我给满分。
不焦虑的小亨
12-16
别被那些负面报道忽悠瘸了。之前各路媒体还在猛吹
$甲骨文(ORCL)$
,基本面压根没变化,纯粹是做市商在操控市场叙事。保持耐心,这票迟早会东山再起。毕竟深耕行业这么多年,AI领域的突破绝对能把股价推向新高度,特别是在某些大事件催化之前。
不焦虑的小亨
12-16
$甲骨文(ORCL)$
这票已经触底反弹,市盈率相当合理。所有利空消息都已被市场消化。除非
$标普500ETF(SPY)$
因恐慌情绪崩盘,否则很难跌破175美元关卡。
不焦虑的小亨
12-16
$甲骨文(ORCL)$
局势酝酿重大变动
不焦虑的小亨
12-16
$甲骨文(ORCL)$
大家怎么都在念叨债务问题?这公司高负债运营都好些年了,这次有啥特别情况
不焦虑的小亨
12-15
对于
$甲骨文(ORCL)$
来说,市场波动不过是发展路上的小插曲。企业成长为行业巨头需要时间沉淀,现阶段更应保持战略定力。若能实施股份回购与分红优化,将更有利于增强市场信心。
不焦虑的小亨
12-15
$甲骨文(ORCL)$
这至少值300刀,耐心会有回报...
不焦虑的小亨
12-15
比起那些锱铢必较的分析师,我更愿意相信Larry和新任CEO团队。毕竟他们亲手把
$甲骨文(ORCL)$
打造成持续盈利的跨国企业,这种运营智慧可不是投行报告能衡量的。别忘了Safra还在董事会坐镇,管理层决策的审慎程度根本无需怀疑。
$甲骨文(ORCL)$
敢下重注的领域必然经过精密测算,等现金流引擎全速运转时,市场才会明白什么叫真正的印钞机。
不焦虑的小亨
12-15
$甲骨文(ORCL)$
这票要是跌破185刀,那可是第三次测试支撑位了。之前190的支撑线被击穿后,现在都在赌这个位置能撑住。跌得这么惨,也该反弹了吧。
不焦虑的小亨
12-15
$SanDisk Corp(SNDK)$
机构资金流动呈现有趣态势,资金总流入-61.5亿刀,流出倒是挺克制仅1.09万刀。建议关注财报季后的资本动向,某些机构的操作轨迹值得玩味。
不焦虑的小亨
12-12
$CoreWeave, Inc.(CRWV)$
联储局启动印钞模式,新一轮经济刺激已在路上
不焦虑的小亨
12-12
$甲骨文(ORCL)$
等这货突破200美元,那可就真要起飞了。
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</a>这走势挺合理的,科技板块整体都在挤泡沫。看着这些标的适当回调反而更健康,市场需要这种温和调整来实现整体平衡。耐心等待估值回归合理区间,用分批布局策略应对波动。","text":"$甲骨文(ORCL)$ 这走势挺合理的,科技板块整体都在挤泡沫。看着这些标的适当回调反而更健康,市场需要这种温和调整来实现整体平衡。耐心等待估值回归合理区间,用分批布局策略应对波动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512001648017472","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512013157609680,"gmtCreate":1765995076000,"gmtModify":1766060899367,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"市场对<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>的反应明显用力过猛了。想指望刚切入人工智能赛道的企业先赚快钱再搞基建,这逻辑就跟要求刚学步的婴儿直接跑马拉松差不多。<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>手里攥着5500亿美元待签合同,就算剔除OpenAI那300亿,剩下的规模照样吊打同行。人家首席执行官Safra早把账算明白了——采用保守的支出模式,租赁闲置算力资源,资金回笼速度比同行快三倍不止。某些声音急着要看立竿见影的财务数据,却忽略了基础设施搭建需要必要周期这个基本事实。当前股价水平对长期投资者具有吸引力,毕竟公司已通过RPO数据展示了明确的盈利路径。","listText":"市场对<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>的反应明显用力过猛了。想指望刚切入人工智能赛道的企业先赚快钱再搞基建,这逻辑就跟要求刚学步的婴儿直接跑马拉松差不多。<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>手里攥着5500亿美元待签合同,就算剔除OpenAI那300亿,剩下的规模照样吊打同行。人家首席执行官Safra早把账算明白了——采用保守的支出模式,租赁闲置算力资源,资金回笼速度比同行快三倍不止。某些声音急着要看立竿见影的财务数据,却忽略了基础设施搭建需要必要周期这个基本事实。当前股价水平对长期投资者具有吸引力,毕竟公司已通过RPO数据展示了明确的盈利路径。","text":"市场对$甲骨文(ORCL)$ 的反应明显用力过猛了。想指望刚切入人工智能赛道的企业先赚快钱再搞基建,这逻辑就跟要求刚学步的婴儿直接跑马拉松差不多。$甲骨文(ORCL)$ 手里攥着5500亿美元待签合同,就算剔除OpenAI那300亿,剩下的规模照样吊打同行。人家首席执行官Safra早把账算明白了——采用保守的支出模式,租赁闲置算力资源,资金回笼速度比同行快三倍不止。某些声音急着要看立竿见影的财务数据,却忽略了基础设施搭建需要必要周期这个基本事实。当前股价水平对长期投资者具有吸引力,毕竟公司已通过RPO数据展示了明确的盈利路径。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512013157609680","isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512026997416112,"gmtCreate":1765987241000,"gmtModify":1766058933770,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"这绝对是我见过最夸张的市场情绪波动,此前的暴涨也属于反应过度,但<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>的长期前景依然稳健","listText":"这绝对是我见过最夸张的市场情绪波动,此前的暴涨也属于反应过度,但<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>的长期前景依然稳健","text":"这绝对是我见过最夸张的市场情绪波动,此前的暴涨也属于反应过度,但$甲骨文(ORCL)$ 的长期前景依然稳健","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512026997416112","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511643583655992,"gmtCreate":1765911502000,"gmtModify":1765957260716,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"1\"></v-v> 这家科技巨头目前市值位列全球前20,其首个客户是某著名情报机构。曾收购计算机硬件和软件公司Sun Microsystems,该公司以Java编程语言闻名。后来又收购了业界领先的云端解决方案供应商NetSuite。值得注意的是,该公司与曾经的竞争对手达成深度合作,将其数据库服务整合到对方的云平台。要说最明智的决定之一,当属将总部迁出加州搬到德州,这个操作我给满分。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"1\"></v-v> 这家科技巨头目前市值位列全球前20,其首个客户是某著名情报机构。曾收购计算机硬件和软件公司Sun Microsystems,该公司以Java编程语言闻名。后来又收购了业界领先的云端解决方案供应商NetSuite。值得注意的是,该公司与曾经的竞争对手达成深度合作,将其数据库服务整合到对方的云平台。要说最明智的决定之一,当属将总部迁出加州搬到德州,这个操作我给满分。","text":"$甲骨文(ORCL)$ 这家科技巨头目前市值位列全球前20,其首个客户是某著名情报机构。曾收购计算机硬件和软件公司Sun Microsystems,该公司以Java编程语言闻名。后来又收购了业界领先的云端解决方案供应商NetSuite。值得注意的是,该公司与曾经的竞争对手达成深度合作,将其数据库服务整合到对方的云平台。要说最明智的决定之一,当属将总部迁出加州搬到德州,这个操作我给满分。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511643583655992","isVote":1,"tweetType":1,"viewCount":2396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511280134778984,"gmtCreate":1765839484000,"gmtModify":1765879257178,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"别被那些负面报道忽悠瘸了。之前各路媒体还在猛吹<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>,基本面压根没变化,纯粹是做市商在操控市场叙事。保持耐心,这票迟早会东山再起。毕竟深耕行业这么多年,AI领域的突破绝对能把股价推向新高度,特别是在某些大事件催化之前。","listText":"别被那些负面报道忽悠瘸了。之前各路媒体还在猛吹<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>,基本面压根没变化,纯粹是做市商在操控市场叙事。保持耐心,这票迟早会东山再起。毕竟深耕行业这么多年,AI领域的突破绝对能把股价推向新高度,特别是在某些大事件催化之前。","text":"别被那些负面报道忽悠瘸了。之前各路媒体还在猛吹$甲骨文(ORCL)$ ,基本面压根没变化,纯粹是做市商在操控市场叙事。保持耐心,这票迟早会东山再起。毕竟深耕行业这么多年,AI领域的突破绝对能把股价推向新高度,特别是在某些大事件催化之前。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/511280134778984","isVote":1,"tweetType":1,"viewCount":2764,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"11107014341500","idStr":"11107014341500"},"content":"这个大股根本不用去看 拿住肯定吃肉","text":"这个大股根本不用去看 拿住肯定吃肉","html":"这个大股根本不用去看 拿住肯定吃肉"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511280142766520,"gmtCreate":1765833704000,"gmtModify":1765880080510,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"1\"></v-v> 这票已经触底反弹,市盈率相当合理。所有利空消息都已被市场消化。除非<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>因恐慌情绪崩盘,否则很难跌破175美元关卡。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"1\"></v-v> 这票已经触底反弹,市盈率相当合理。所有利空消息都已被市场消化。除非<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>因恐慌情绪崩盘,否则很难跌破175美元关卡。","text":"$甲骨文(ORCL)$ 这票已经触底反弹,市盈率相当合理。所有利空消息都已被市场消化。除非$标普500ETF(SPY)$ 因恐慌情绪崩盘,否则很难跌破175美元关卡。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511280142766520","isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511195671003616,"gmtCreate":1765819079000,"gmtModify":1765879443568,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>局势酝酿重大变动","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>局势酝酿重大变动","text":"$甲骨文(ORCL)$ 局势酝酿重大变动","images":[{"img":"https://static.tigerbbs.com/c54a7f3bc448a9f0a03c5a860e2d5369","width":"480","height":"314"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511195671003616","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":511280140443752,"gmtCreate":1765815887000,"gmtModify":1765880365284,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>大家怎么都在念叨债务问题?这公司高负债运营都好些年了,这次有啥特别情况","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>大家怎么都在念叨债务问题?这公司高负债运营都好些年了,这次有啥特别情况","text":"$甲骨文(ORCL)$ 大家怎么都在念叨债务问题?这公司高负债运营都好些年了,这次有啥特别情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511280140443752","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511132521279592,"gmtCreate":1765807204000,"gmtModify":1765877889818,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"对于<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>来说,市场波动不过是发展路上的小插曲。企业成长为行业巨头需要时间沉淀,现阶段更应保持战略定力。若能实施股份回购与分红优化,将更有利于增强市场信心。","listText":"对于<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>来说,市场波动不过是发展路上的小插曲。企业成长为行业巨头需要时间沉淀,现阶段更应保持战略定力。若能实施股份回购与分红优化,将更有利于增强市场信心。","text":"对于$甲骨文(ORCL)$ 来说,市场波动不过是发展路上的小插曲。企业成长为行业巨头需要时间沉淀,现阶段更应保持战略定力。若能实施股份回购与分红优化,将更有利于增强市场信心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511132521279592","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510958109167744,"gmtCreate":1765777342000,"gmtModify":1765779949947,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"1\"></v-v> 这至少值300刀,耐心会有回报...","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"1\"></v-v> 这至少值300刀,耐心会有回报...","text":"$甲骨文(ORCL)$ 这至少值300刀,耐心会有回报...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510958109167744","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510943395737728,"gmtCreate":1765767957000,"gmtModify":1765779944933,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"比起那些锱铢必较的分析师,我更愿意相信Larry和新任CEO团队。毕竟他们亲手把<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>打造成持续盈利的跨国企业,这种运营智慧可不是投行报告能衡量的。别忘了Safra还在董事会坐镇,管理层决策的审慎程度根本无需怀疑。<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>敢下重注的领域必然经过精密测算,等现金流引擎全速运转时,市场才会明白什么叫真正的印钞机。","listText":"比起那些锱铢必较的分析师,我更愿意相信Larry和新任CEO团队。毕竟他们亲手把<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>打造成持续盈利的跨国企业,这种运营智慧可不是投行报告能衡量的。别忘了Safra还在董事会坐镇,管理层决策的审慎程度根本无需怀疑。<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>敢下重注的领域必然经过精密测算,等现金流引擎全速运转时,市场才会明白什么叫真正的印钞机。","text":"比起那些锱铢必较的分析师,我更愿意相信Larry和新任CEO团队。毕竟他们亲手把$甲骨文(ORCL)$ 打造成持续盈利的跨国企业,这种运营智慧可不是投行报告能衡量的。别忘了Safra还在董事会坐镇,管理层决策的审慎程度根本无需怀疑。$甲骨文(ORCL)$ 敢下重注的领域必然经过精密测算,等现金流引擎全速运转时,市场才会明白什么叫真正的印钞机。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510943395737728","isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510928401162344,"gmtCreate":1765765779000,"gmtModify":1765792370388,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>这票要是跌破185刀,那可是第三次测试支撑位了。之前190的支撑线被击穿后,现在都在赌这个位置能撑住。跌得这么惨,也该反弹了吧。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>这票要是跌破185刀,那可是第三次测试支撑位了。之前190的支撑线被击穿后,现在都在赌这个位置能撑住。跌得这么惨,也该反弹了吧。","text":"$甲骨文(ORCL)$ 这票要是跌破185刀,那可是第三次测试支撑位了。之前190的支撑线被击穿后,现在都在赌这个位置能撑住。跌得这么惨,也该反弹了吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510928401162344","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510928749293712,"gmtCreate":1765764081000,"gmtModify":1765792352277,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp(SNDK)$ </a><v-v data-views=\"1\"></v-v> 机构资金流动呈现有趣态势,资金总流入-61.5亿刀,流出倒是挺克制仅1.09万刀。建议关注财报季后的资本动向,某些机构的操作轨迹值得玩味。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp(SNDK)$ </a><v-v data-views=\"1\"></v-v> 机构资金流动呈现有趣态势,资金总流入-61.5亿刀,流出倒是挺克制仅1.09万刀。建议关注财报季后的资本动向,某些机构的操作轨迹值得玩味。","text":"$SanDisk Corp(SNDK)$ 机构资金流动呈现有趣态势,资金总流入-61.5亿刀,流出倒是挺克制仅1.09万刀。建议关注财报季后的资本动向,某些机构的操作轨迹值得玩味。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510928749293712","isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509867019645072,"gmtCreate":1765489389000,"gmtModify":1765538508441,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a><v-v data-views=\"1\"></v-v> 联储局启动印钞模式,新一轮经济刺激已在路上","listText":"<a 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不要慌。机构洗盘改变不了趋势。安心躺着等待局势转变的到来吧。人工智能相关股票,如何和英伟达互动不确定,所以需要观察。英伟达如果走短期的下跌趋势,他们到底是跟随大跌还是横盘还是反而上涨?还是要观察。","images":[{"img":"https://static.tigerbbs.com/59cfce3eeaa3ff3256b46772f738f6c5","width":"235","height":"235"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/320363339223112","isVote":1,"tweetType":1,"viewCount":5374,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457141092286042","authorId":"3457141092286042","name":"价值投机投资","avatar":"https://static.tigerbbs.com/be23b46444ac2a96142fb1b29256fc15","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3457141092286042","idStr":"3457141092286042"},"content":"不是公司不好,而是股价太贵了","text":"不是公司不好,而是股价太贵了","html":"不是公司不好,而是股价太贵了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":475384518635856,"gmtCreate":1757085275000,"gmtModify":1757348161026,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>这周真是血流成河......我持有的<a href=\"https://laohu8.com/S/CRCG\">$2x Long CRCL Daily ETF(CRCG)$ </a>两倍做多ETF,现在简直是在泥潭里挣扎......不过准备在6美元下方大举抄底!!!","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>这周真是血流成河......我持有的<a href=\"https://laohu8.com/S/CRCG\">$2x Long CRCL Daily ETF(CRCG)$ </a>两倍做多ETF,现在简直是在泥潭里挣扎......不过准备在6美元下方大举抄底!!!","text":"$Circle Internet Corp.(CRCL)$ 这周真是血流成河......我持有的$2x Long CRCL Daily ETF(CRCG)$ 两倍做多ETF,现在简直是在泥潭里挣扎......不过准备在6美元下方大举抄底!!!","images":[{"img":"https://static.tigerbbs.com/6e0e0e6b1208a5e23ba71b51d8a21c9a","width":"384","height":"207"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/475384518635856","isVote":1,"tweetType":1,"viewCount":3118,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred 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之前可是明牌过,预计2026年将有约78%的联邦医保优先计划会员能享受四星级及以上医疗方案,这可是能靠着报销政策把利润空间越撑越大的金饭碗啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/496541974675720","isVote":1,"tweetType":1,"viewCount":5385,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192263585575712","authorId":"4192263585575712","name":"胖儿鱼","avatar":"https://static.tigerbbs.com/77c42c9213182577847076d6fb7b43a8","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4192263585575712","idStr":"4192263585575712"},"content":"20倍pe,这么高的估值,不砸想啥呢","text":"20倍pe,这么高的估值,不砸想啥呢","html":"20倍pe,这么高的估值,不砸想啥呢"},{"author":{"id":"3574633651947796","authorId":"3574633651947796","name":"麒麟Kylin","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3574633651947796","idStr":"3574633651947796"},"content":"还是需要时间,长期看好,短期还是比较波动","text":"还是需要时间,长期看好,短期还是比较波动","html":"还是需要时间,长期看好,短期还是比较波动"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477763738722496,"gmtCreate":1757626024000,"gmtModify":1757663619175,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"htmlText":"<a 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绝对是未来人工智能的扛把子,这还用怀疑?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479898451903200,"gmtCreate":1758136020000,"gmtModify":1758176656521,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>短期内看似虚高,但数据中心电力之争谁笑到最后?听说和<a href=\"https://laohu8.com/S/BE\">$Bloom Energy Corp(BE)$ </a>签了独家协议,不用再看<a href=\"https://laohu8.com/S/NRG\">$NRG能源(NRG)$ </a>和<a href=\"https://laohu8.com/S/VST\">$Vistra Energy Corp.(VST)$ </a>脸色?要我说这朵\"能源花\"独树一帜,怕是最大赢家?","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>短期内看似虚高,但数据中心电力之争谁笑到最后?听说和<a href=\"https://laohu8.com/S/BE\">$Bloom Energy Corp(BE)$ </a>签了独家协议,不用再看<a href=\"https://laohu8.com/S/NRG\">$NRG能源(NRG)$ </a>和<a 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只要大盘稳如老狗,这支票下周必破20刀。买盘才刚热身,好戏还在后头...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467435591336048","isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277158296248336,"gmtCreate":1708696440466,"gmtModify":1708696444579,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>美团最近走势真不错,既不是那种脉冲式的大涨,而是稳扎稳打的感觉,有好几次我看恒生都危险了,美团却站出来稳定人心,这个底部看着很扎实,要按照这个走势下去年报肯定有惊喜的。没想到美团年线比腾讯先变红,腾讯元梦之星倒是一跌再跌。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>美团最近走势真不错,既不是那种脉冲式的大涨,而是稳扎稳打的感觉,有好几次我看恒生都危险了,美团却站出来稳定人心,这个底部看着很扎实,要按照这个走势下去年报肯定有惊喜的。没想到美团年线比腾讯先变红,腾讯元梦之星倒是一跌再跌。","text":"$美团-W(03690)$ 美团最近走势真不错,既不是那种脉冲式的大涨,而是稳扎稳打的感觉,有好几次我看恒生都危险了,美团却站出来稳定人心,这个底部看着很扎实,要按照这个走势下去年报肯定有惊喜的。没想到美团年线比腾讯先变红,腾讯元梦之星倒是一跌再跌。","images":[{"img":"https://static.tigerbbs.com/33a2b66a05a61ff4abc5778f9d298af4","width":"230","height":"230"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277158296248336","isVote":1,"tweetType":1,"viewCount":3375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":482421984727144,"gmtCreate":1758730942000,"gmtModify":1758805839890,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>果断上车了。这波抛售潮明摆着在打脸Larry Ellison的业绩指引,就像当年我因为担心黄仁勋昏了头而过早抛售<a 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的血泪教训一样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/482421984727144","isVote":1,"tweetType":1,"viewCount":3679,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458292100455366","authorId":"3458292100455366","name":"高质量复盘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3458292100455366","idStr":"3458292100455366"},"content":"前面花旗说能上400,这又来个140,到底信谁的","text":"前面花旗说能上400,这又来个140,到底信谁的","html":"前面花旗说能上400,这又来个140,到底信谁的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491782534644104,"gmtCreate":1761057197000,"gmtModify":1761102586883,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"htmlText":"用兵家术语来说,要是空头不能迅速补上<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>在240美元的缺口,他们的防线就要像突出部战役里德军南翼面对巴顿第三集团军那样溃不成军。为啥这么说?放眼全球,<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>可是当下唯一能真正把AI变现的主儿。其他玩家还在纸上谈兵,<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>早就闷声发大财,给美国大企业的核心系统做全面升级。您投资AI是想给奶奶的生日照加特效,还是想打通企业数据任督二脉?论实战进度,<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>独步江湖。等到2026年财报开花结果,那画面太美不敢看。至于烧钱升级?上月他们发的40年期债券超额认购五倍,债市看<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>的客户黏性堪比电力公司——系统升级不是风险,不升级才是灾难!","listText":"用兵家术语来说,要是空头不能迅速补上<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>在240美元的缺口,他们的防线就要像突出部战役里德军南翼面对巴顿第三集团军那样溃不成军。为啥这么说?放眼全球,<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>可是当下唯一能真正把AI变现的主儿。其他玩家还在纸上谈兵,<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>早就闷声发大财,给美国大企业的核心系统做全面升级。您投资AI是想给奶奶的生日照加特效,还是想打通企业数据任督二脉?论实战进度,<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>独步江湖。等到2026年财报开花结果,那画面太美不敢看。至于烧钱升级?上月他们发的40年期债券超额认购五倍,债市看<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>的客户黏性堪比电力公司——系统升级不是风险,不升级才是灾难!","text":"用兵家术语来说,要是空头不能迅速补上$甲骨文(ORCL)$ 在240美元的缺口,他们的防线就要像突出部战役里德军南翼面对巴顿第三集团军那样溃不成军。为啥这么说?放眼全球,$甲骨文(ORCL)$ 可是当下唯一能真正把AI变现的主儿。其他玩家还在纸上谈兵,$甲骨文(ORCL)$ 早就闷声发大财,给美国大企业的核心系统做全面升级。您投资AI是想给奶奶的生日照加特效,还是想打通企业数据任督二脉?论实战进度,$甲骨文(ORCL)$ 独步江湖。等到2026年财报开花结果,那画面太美不敢看。至于烧钱升级?上月他们发的40年期债券超额认购五倍,债市看$甲骨文(ORCL)$ 的客户黏性堪比电力公司——系统升级不是风险,不升级才是灾难!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/491782534644104","isVote":1,"tweetType":1,"viewCount":3104,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D 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data-views=\"0\"></v-v>我真是实在搞不明白大家为什么还要勇往直前的拿着手里的美团,那个竞争对手强大且前途并不明朗、业务没有护城河、几乎看不到成长性的美团,关键是估值还不低,图什么呢?最大的执念可能还是认为既然历史价格那么高,相对而言,显得现在便宜的不得了,对此我只想奉劝一句,这种看法是完全错的,奉劝各位还是不要爱上自己持股的公司,醒醒吧各位","text":"$美团-W(03690)$ 我真是实在搞不明白大家为什么还要勇往直前的拿着手里的美团,那个竞争对手强大且前途并不明朗、业务没有护城河、几乎看不到成长性的美团,关键是估值还不低,图什么呢?最大的执念可能还是认为既然历史价格那么高,相对而言,显得现在便宜的不得了,对此我只想奉劝一句,这种看法是完全错的,奉劝各位还是不要爱上自己持股的公司,醒醒吧各位","images":[{"img":"https://static.tigerbbs.com/9d9738748892bac29e02bbc05ecf8b54","width":"240","height":"219"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/267228210249808","isVote":1,"tweetType":1,"viewCount":4598,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000653","authorId":"9000000000000653","name":"途中相遇","avatar":"https://static.tigerbbs.com/168415c8fa94e7b14ffb415e8098eac9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000653","idStr":"9000000000000653"},"content":"别慌,套不住就是爱情!","text":"别慌,套不住就是爱情!","html":"别慌,套不住就是爱情!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288072097894592,"gmtCreate":1711366751922,"gmtModify":1711366756088,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"htmlText":"拉第未来和蔚来,lucid这些车企是完全不同的,蔚来和lucid引入的是沙特的资金,沙特是什么样的体制,相信大家都清楚,不清楚可以自己去查,尽管他们有石油,但是最终的命运肯定是和阿富汗,伊拉克之类的经历同样的过程。但是FF现在是和阿联酋合作,联合酋长国的体制更具现代文明的特征,未来的发展可以说会一帆风顺,持续成功的概率非常高。贾跃亭是很有长远眼光的。 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