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红杉树森林
03-03
$谷歌(GOOG)$
连297的支撑位都没回测。我更觉得这看起来挺好。
红杉树森林
02-27
$谷歌(GOOG)$
我看到谷歌与Meta敲定了价值数十亿美元的AI芯片交易,这让它与英伟达的竞争更激烈了。
红杉树森林
02-27
$谷歌(GOOG)$
我觉得这次下跌没什么理由,收盘说不定还能翻红。
红杉树森林
02-26
$微软(MSFT)$
我更认为,市场其他部分都在下跌,而这个却能坚守阵地,这本身就是一个巨大的积极上升趋势。
红杉树森林
02-24
$微软(MSFT)$
连黄仁勋都表示软件抛售不合逻辑。
红杉树森林
02-10
$谷歌(GOOG)$
我更倾向于认为,他们正拼命想压住股价。
红杉树森林
02-03
$谷歌(GOOG)$
Gemini可能是
$苹果(AAPL)$
的救星,多数iPhone用户都在等待Siri与Gemini的集成。
红杉树森林
01-30
$微软(MSFT)$
AI算法在运行 我喜欢自动化的股票市场
红杉树森林
01-21
$谷歌(GOOG)$
我觉得,在不确定性持续的情况下,投资于大型科技公司或超大规模企业更合适,因为它们有更好的现金流和规模经济。
红杉树森林
01-05
$谷歌(GOOG)$
真替你难过。不过嘛,
$谷歌A(GOOGL)$
肯定会飙升,'信我没错'
红杉树森林
2025-12-19
$谷歌(GOOG)$
用户增长带来的潜在销售额增量在50-60亿区间,这还没算上人工智能云业务的想象空间
红杉树森林
2025-12-15
$谷歌(GOOG)$
股息到账准备再投资
红杉树森林
2025-12-11
$谷歌(GOOG)$
值得期待的技术突破包括:生成式AI系统、云服务升级、视频平台创新、微型设备、视觉增强工具、自动驾驶技术、网络安全方案、可穿戴显示装置、量子计算进展、自动化机器、生物科技研究等众多领域。
红杉树森林
2025-12-10
$赛富时(CRM)$
首席执行官最近对
$谷歌(GOOG)$
的Gemini 3模型赞不绝口,称其反应速度和处理能力明显优于同类产品,并表示后续将全面采用新系统。
红杉树森林
2025-12-09
$谷歌(GOOG)$
这波回调看起来挺健康,上400应该稳了
红杉树森林
2025-12-08
$谷歌(GOOG)$
PVT目标价被调高到400,这波能冲多高呢?
红杉树森林
2025-12-04
$谷歌(GOOG)$
圣诞行情有望推动价格突破350美元大关
红杉树森林
2025-11-21
$伯克希尔B(BRK.B)$
深谙价值之道,
$特朗普媒体科技集团(DJT)$
通晓经济玄机。
$谷歌(GOOG)$
冲鸭!
$特朗普媒体科技集团(DJT)$
给劲!这波行情真是柳暗花明又一村。
红杉树森林
2025-11-20
$微软(MSFT)$
长期来看,这点小风浪对这家优质企业不过是披荆斩棘路上的小石子
红杉树森林
2025-11-14
$谷歌(GOOG)$
谷歌大脑团队最近在"世界模型"研究领域搞得风生水起,专门组建的团队正在全力推进规模化应用。他们推出的Genie模型能模拟互动虚拟世界,视频生成模型Veo更是深谙现实物理法则之道。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>我觉得这次下跌没什么理由,收盘说不定还能翻红。","text":"$谷歌(GOOG)$ 我觉得这次下跌没什么理由,收盘说不定还能翻红。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537144991805480","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536997232853112,"gmtCreate":1772119893000,"gmtModify":1772176568086,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>我更认为,市场其他部分都在下跌,而这个却能坚守阵地,这本身就是一个巨大的积极上升趋势。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>我更认为,市场其他部分都在下跌,而这个却能坚守阵地,这本身就是一个巨大的积极上升趋势。","text":"$微软(MSFT)$ 我更认为,市场其他部分都在下跌,而这个却能坚守阵地,这本身就是一个巨大的积极上升趋势。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536997232853112","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536051932012576,"gmtCreate":1771884197000,"gmtModify":1771919269667,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>连黄仁勋都表示软件抛售不合逻辑。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>连黄仁勋都表示软件抛售不合逻辑。","text":"$微软(MSFT)$ 连黄仁勋都表示软件抛售不合逻辑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536051932012576","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531337818718248,"gmtCreate":1770730680000,"gmtModify":1771215862881,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>我更倾向于认为,他们正拼命想压住股价。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>我更倾向于认为,他们正拼命想压住股价。","text":"$谷歌(GOOG)$ 我更倾向于认为,他们正拼命想压住股价。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531337818718248","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528660468174848,"gmtCreate":1770058758000,"gmtModify":1770117713127,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>Gemini可能是<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>的救星,多数iPhone用户都在等待Siri与Gemini的集成。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>Gemini可能是<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>的救星,多数iPhone用户都在等待Siri与Gemini的集成。","text":"$谷歌(GOOG)$ Gemini可能是$苹果(AAPL)$ 的救星,多数iPhone用户都在等待Siri与Gemini的集成。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528660468174848","isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527313983144704,"gmtCreate":1769703907000,"gmtModify":1770037333062,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>AI算法在运行 我喜欢自动化的股票市场","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>AI算法在运行 我喜欢自动化的股票市场","text":"$微软(MSFT)$ AI算法在运行 我喜欢自动化的股票市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527313983144704","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524050752598224,"gmtCreate":1768925587000,"gmtModify":1768987463519,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>我觉得,在不确定性持续的情况下,投资于大型科技公司或超大规模企业更合适,因为它们有更好的现金流和规模经济。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>我觉得,在不确定性持续的情况下,投资于大型科技公司或超大规模企业更合适,因为它们有更好的现金流和规模经济。","text":"$谷歌(GOOG)$ 我觉得,在不确定性持续的情况下,投资于大型科技公司或超大规模企业更合适,因为它们有更好的现金流和规模经济。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524050752598224","isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518436542636144,"gmtCreate":1767597836000,"gmtModify":1767606343459,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>真替你难过。不过嘛,<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>肯定会飙升,'信我没错'","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>真替你难过。不过嘛,<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>肯定会飙升,'信我没错'","text":"$谷歌(GOOG)$ 真替你难过。不过嘛,$谷歌A(GOOGL)$ 肯定会飙升,'信我没错'","images":[{"img":"https://static.tigerbbs.com/94c6e0d306661dc01e37ccfc7c90fa82","width":"840","height":"840"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518436542636144","isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":512438791901392,"gmtCreate":1766102844000,"gmtModify":1766125378503,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 用户增长带来的潜在销售额增量在50-60亿区间,这还没算上人工智能云业务的想象空间","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 用户增长带来的潜在销售额增量在50-60亿区间,这还没算上人工智能云业务的想象空间","text":"$谷歌(GOOG)$ 用户增长带来的潜在销售额增量在50-60亿区间,这还没算上人工智能云业务的想象空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/512438791901392","isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525214877859596","authorId":"3525214877859596","name":"RobinLee2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3525214877859596","idStr":"3525214877859596"},"content":"贵了点 还是下来点更安全啊","text":"贵了点 还是下来点更安全啊","html":"贵了点 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出来以后,连外观设计都差不多了。。。","images":[{"img":"https://static.tigerbbs.com/762f5db7418f0484487ba65973cf081c","width":"473","height":"337"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":75,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/257281064034352","isVote":1,"tweetType":1,"viewCount":14085,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494214634965176","authorId":"3494214634965176","name":"人民币美元一起赚","avatar":"https://static.tigerbbs.com/6845c89d635ab87c3f0eac3271f3d048","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494214634965176","idStr":"3494214634965176"},"content":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信","text":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信","html":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311126636556456,"gmtCreate":1716977063170,"gmtModify":1716977068206,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> B站高点1000多港币,目前跌了90%,当前正在回调,预估到100.8港币的位置,可以继续加仓~游戏收入增长将在半年报体现,或许扭亏为盈,就是一个重要的里程碑,届时股价可到200港币,3年之内,股价有望冲击300港币","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> B站高点1000多港币,目前跌了90%,当前正在回调,预估到100.8港币的位置,可以继续加仓~游戏收入增长将在半年报体现,或许扭亏为盈,就是一个重要的里程碑,届时股价可到200港币,3年之内,股价有望冲击300港币","text":"$哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$ B站高点1000多港币,目前跌了90%,当前正在回调,预估到100.8港币的位置,可以继续加仓~游戏收入增长将在半年报体现,或许扭亏为盈,就是一个重要的里程碑,届时股价可到200港币,3年之内,股价有望冲击300港币","images":[{"img":"https://static.tigerbbs.com/68df8a7bca9c2a362a162b9204e72c6c","width":"777","height":"621"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/311126636556456","isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547952722526240","authorId":"3547952722526240","name":"欧克超人","avatar":"https://static.tigerbbs.com/cdcc270eb86707464ec041fc5352a565","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3547952722526240","idStr":"3547952722526240"},"content":"还有99港纸可跌呢?","text":"还有99港纸可跌呢?","html":"还有99港纸可跌呢?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":240205175324736,"gmtCreate":1699674452686,"gmtModify":1699674453774,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","text":"$拼多多(PDD)$ 拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/240205175324736","isVote":1,"tweetType":1,"viewCount":2399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290625683152912,"gmtCreate":1711975638162,"gmtModify":1711975641843,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"htmlText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、AMD <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 等很多纳斯达克巨头,哪个没经历过蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","listText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、AMD <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 等很多纳斯达克巨头,哪个没经历过蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","text":"苹果 $苹果(AAPL)$ 、AMD $美国超微公司(AMD)$ 等很多纳斯达克巨头,哪个没经历过蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 $英伟达(NVDA)$ 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/290625683152912","isVote":1,"tweetType":1,"viewCount":6771,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3458349567571181","idStr":"3458349567571181"},"content":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?","text":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?","html":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299069024894984,"gmtCreate":1714049529803,"gmtModify":1714050391363,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","text":"$哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$ kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299069024894984","isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477474286362720,"gmtCreate":1757533026000,"gmtModify":1757604946249,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 有句老话说得好,等法务纠纷尘埃落定,<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>这匹千里马就要在市值赛道上直道超车了","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 有句老话说得好,等法务纠纷尘埃落定,<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>这匹千里马就要在市值赛道上直道超车了","text":"$谷歌(GOOG)$ 有句老话说得好,等法务纠纷尘埃落定,$谷歌A(GOOGL)$ 这匹千里马就要在市值赛道上直道超车了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477474286362720","isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293860944838808,"gmtCreate":1712748411379,"gmtModify":1712754149530,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"htmlText":"阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v> 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都可以,那我为什么要在手机上多一个APP呢?","listText":"阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v> 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都可以,那我为什么要在手机上多一个APP呢?","text":"阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 $京东(JD)$ +PDD $拼多多(PDD)$ 都可以,那我为什么要在手机上多一个APP呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/293860944838808","isVote":1,"tweetType":1,"viewCount":5911,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104748128179940","authorId":"4104748128179940","name":"保险王丁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4104748128179940","idStr":"4104748128179940"},"content":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因","text":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因","html":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因"},{"author":{"id":"4163292183080962","authorId":"4163292183080962","name":"Selenahan","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4163292183080962","idStr":"4163292183080962"},"content":"淘宝不在意用户体验,1688小二更是如此,阿里国际站在国外根本没有声量","text":"淘宝不在意用户体验,1688小二更是如此,阿里国际站在国外根本没有声量","html":"淘宝不在意用户体验,1688小二更是如此,阿里国际站在国外根本没有声量"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290627169660968,"gmtCreate":1711976115468,"gmtModify":1712055864682,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"htmlText":"mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","listText":"mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","text":"mara $Marathon Digital Holdings Inc(MARA)$ 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290627169660968","isVote":1,"tweetType":1,"viewCount":8817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259090707779584,"gmtCreate":1704282404176,"gmtModify":1704336566652,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000214","idStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","text":"$纳指三倍做空ETF(SQQQ)$ nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259090707779584","isVote":1,"tweetType":1,"viewCount":2390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}