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做空做空者

2025-10-23

$英特尔(INTC)$ 财报一出$40根本拦不住，盘后直接扶摇直上九万里，说不定还能一飞冲天

做空做空者

2024-01-08

$美团-W(03690)$ 一旦饿了么并入字节系，美团一直欠缺的流量问题将成为其公司发展最为致命的问题，很快应该就会看到结果。一旦出现这样的局面，美团未来在行业内头部地位不保，回归1pb 个位数PE才是正常的价值

做空做空者

2025-10-15

有消息称推特上惊现$英特尔(INTC)$ 行权价60的看涨期权百万美元级买单，12月19日到期。这波操作堪称神来之笔，莫非真有奇迹？反正我是信的！

做空做空者

2025-10-13

懂王最新关税战验证$英特尔(INTC)$ 的战略价值，毕竟宝岛和棒子国都在东风快递射程内。美利坚半导体最后的火种，就看这家晶圆厂能不能支棱起来了。

做空做空者

2025-09-03

$英特尔(INTC)$ 这波要起飞了，30刀大关突破在即，现在不上车更待何时？

做空做空者

2025-07-28

$英特尔(INTC)$ 是时候大扫除搞AI了！23刀合理价，坐等15%涨幅起飞～

做空做空者

2024-02-01

$三倍做空富时中国ETF-Direxion(YANG)$ 一个做空基金，长期走势居然一直跌跌不休，这是手续费太高的原因吗？既然有倍数又有时间损耗问题在里面，手续费是一方面，杠杆损耗是另一方面，就没人管管吗?!

做空做空者

2025-07-15

$英特尔(INTC)$ 老股民都记得$美国超微公司(AMD)$ 当年跌破2刀时的情况，现在$英特尔(INTC)$ 正在上演历史重播。当年分析师们疯狂唱衰$美国超微公司(AMD)$ ，等他们反应过来黄花菜都凉了。如今同样的戏码在$英特尔(INTC)$ 身上重演——那帮人还在吹$英伟达(NVDA)$ /$美国超微公司(AMD)$ /$特斯拉(TSLA)$ 这些烫手山芋，却对卧薪尝胆的$英特尔(INTC)$ 视而不见。小爷我闷声囤货，毕竟AI革命下一步就在个人电脑端，而$英特尔(INTC)$ 手握全球最大晶圆厂，利润率吊打$美国超微公司(AMD)$ ，这

做空做空者

2024-01-25

做空大好机会来咯！

$标普500(.SPX)$ 当你知道 $阿斯麦(ASML)$ 阿斯麦业绩爆灯， $英伟达(NVDA)$ 英伟达的盘前也表现稳定，你就会发现这是做空的大好机会，这种投机机会在美股经常出现。那个时候只是1%不到，现在已经有5%的利润了。这样好的机会不容错过！

做空大好机会来咯！

做空做空者

2025-10-14

$英特尔(INTC)$ 当公司基本面开始妙手回春之际，市场却总爱上演口是心非的戏码，这背后究竟在打什么算盘？

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 可能会走成 meme 股的路线。谁知道它能涨到多高？","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 可能会走成 meme 股的路线。谁知道它能涨到多高？","text":"$英特尔(INTC)$ 可能会走成 meme 股的路线。谁知道它能涨到多高？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529551450468448","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526282167030280,"gmtCreate":1769460667000,"gmtModify":1769587528285,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"所以，如果 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 计划为 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 制造芯片，这不是一件好事吗？","listText":"所以，如果 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 计划为 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 制造芯片，这不是一件好事吗？","text":"所以，如果 $英特尔(INTC)$ 计划为 $苹果(AAPL)$ 制造芯片，这不是一件好事吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526282167030280","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524225808867472,"gmtCreate":1768975019000,"gmtModify":1769063850505,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;重组效益是第一驱动力。英特尔在人员精简上动作很大。接手时公司有109,000名员工。到年底预计缩减至75,000人。团队规模减少了35,500个岗位。重组费用提前集中处理。2025年第二季度单季产生19亿美元一次性支出，影响GAAP每股收益0.45美元。这数字当时引发市场担忧。但关键被忽略的是：这些成本不可重复，节约却是永久的。简单算笔账。英特尔员工年均综合成本约15万美元。裁减35,500人意味潜在年省53亿美元。并非全部转化为利润，因战略领域仍在招聘。运营支出指引明确：2024年185亿美元，2025年降至170亿美元，2026年160亿美元。相当于25亿美元常态化节约。按21%税率和50亿流通股计算，运营支出减少25亿美元带来约0.40美元每股收益提升。市场关注重组导致的GAAP亏损，却未对费用停止后常态化的盈利潜力充分定价。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;重组效益是第一驱动力。英特尔在人员精简上动作很大。接手时公司有109,000名员工。到年底预计缩减至75,000人。团队规模减少了35,500个岗位。重组费用提前集中处理。2025年第二季度单季产生19亿美元一次性支出，影响GAAP每股收益0.45美元。这数字当时引发市场担忧。但关键被忽略的是：这些成本不可重复，节约却是永久的。简单算笔账。英特尔员工年均综合成本约15万美元。裁减35,500人意味潜在年省53亿美元。并非全部转化为利润，因战略领域仍在招聘。运营支出指引明确：2024年185亿美元，2025年降至170亿美元，2026年160亿美元。相当于25亿美元常态化节约。按21%税率和50亿流通股计算，运营支出减少25亿美元带来约0.40美元每股收益提升。市场关注重组导致的GAAP亏损，却未对费用停止后常态化的盈利潜力充分定价。","text":"$英特尔(INTC)$ 重组效益是第一驱动力。英特尔在人员精简上动作很大。接手时公司有109,000名员工。到年底预计缩减至75,000人。团队规模减少了35,500个岗位。重组费用提前集中处理。2025年第二季度单季产生19亿美元一次性支出，影响GAAP每股收益0.45美元。这数字当时引发市场担忧。但关键被忽略的是：这些成本不可重复，节约却是永久的。简单算笔账。英特尔员工年均综合成本约15万美元。裁减35,500人意味潜在年省53亿美元。并非全部转化为利润，因战略领域仍在招聘。运营支出指引明确：2024年185亿美元，2025年降至170亿美元，2026年160亿美元。相当于25亿美元常态化节约。按21%税率和50亿流通股计算，运营支出减少25亿美元带来约0.40美元每股收益提升。市场关注重组导致的GAAP亏损，却未对费用停止后常态化的盈利潜力充分定价。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524225808867472","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523952087388272,"gmtCreate":1768920891000,"gmtModify":1768981193157,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"Seaport Global将<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>评级从\"中性\"上调至\"买入\"，并设定65美元的新目标价。分析师Jay Goldberg强调对英特尔市场前景的信心增强。","listText":"Seaport Global将<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>评级从\"中性\"上调至\"买入\"，并设定65美元的新目标价。分析师Jay Goldberg强调对英特尔市场前景的信心增强。","text":"Seaport Global将$英特尔(INTC)$ 评级从\"中性\"上调至\"买入\"，并设定65美元的新目标价。分析师Jay Goldberg强调对英特尔市场前景的信心增强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523952087388272","isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521821487866112,"gmtCreate":1768414698000,"gmtModify":1768555803727,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>正努力达到100美元目标... 半导体行业的GE。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>正努力达到100美元目标... 半导体行业的GE。","text":"$英特尔(INTC)$ 正努力达到100美元目标... 半导体行业的GE。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521821487866112","isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521307244368016,"gmtCreate":1768304905000,"gmtModify":1768446442724,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"KeyBanc将<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>评级从Sector Weight上调至Overweight，目标价提高到$60。升级反映出对<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>转型信心增强，AI和代工厂势头改善推动上行潜力。","listText":"KeyBanc将<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>评级从Sector Weight上调至Overweight，目标价提高到$60。升级反映出对<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>转型信心增强，AI和代工厂势头改善推动上行潜力。","text":"KeyBanc将$英特尔(INTC)$ 评级从Sector Weight上调至Overweight，目标价提高到$60。升级反映出对$英特尔(INTC)$ 转型信心增强，AI和代工厂势头改善推动上行潜力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521307244368016","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521121895125272,"gmtCreate":1768236570000,"gmtModify":1768359644278,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>股价受压并非源于做空力量，其做空仓位实际很低。根源在于分析师、经纪商和财经媒体对<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>存在历史偏见——过去它曾是市占率极高的蓝筹芯片商而非“新潮科技”。但如今<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>已是美国高端制程制造商，所有人必须跟进否则将落后。股价低于100美元时严重低估，市值未达5000亿美元前无需分析。市值在5000亿至1.5万亿美元区间时，才值得讨论估值、现金流或资本支出等问题。作为自由世界唯一的高端制程技术，市值仅2000亿美元就谈基本面？太荒谬。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>股价受压并非源于做空力量，其做空仓位实际很低。根源在于分析师、经纪商和财经媒体对<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>存在历史偏见——过去它曾是市占率极高的蓝筹芯片商而非“新潮科技”。但如今<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>已是美国高端制程制造商，所有人必须跟进否则将落后。股价低于100美元时严重低估，市值未达5000亿美元前无需分析。市值在5000亿至1.5万亿美元区间时，才值得讨论估值、现金流或资本支出等问题。作为自由世界唯一的高端制程技术，市值仅2000亿美元就谈基本面？太荒谬。","text":"$英特尔(INTC)$ 股价受压并非源于做空力量，其做空仓位实际很低。根源在于分析师、经纪商和财经媒体对$英特尔(INTC)$ 存在历史偏见——过去它曾是市占率极高的蓝筹芯片商而非“新潮科技”。但如今$英特尔(INTC)$ 已是美国高端制程制造商，所有人必须跟进否则将落后。股价低于100美元时严重低估，市值未达5000亿美元前无需分析。市值在5000亿至1.5万亿美元区间时，才值得讨论估值、现金流或资本支出等问题。作为自由世界唯一的高端制程技术，市值仅2000亿美元就谈基本面？太荒谬。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521121895125272","isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519292329891112,"gmtCreate":1767801913000,"gmtModify":1767873629537,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"市场还没搞懂为啥<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>在涨。<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>进入机器人领域了。太猛了。超看多。","listText":"市场还没搞懂为啥<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>在涨。<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>进入机器人领域了。太猛了。超看多。","text":"市场还没搞懂为啥$英特尔(INTC)$ 在涨。$英特尔(INTC)$ 进入机器人领域了。太猛了。超看多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519292329891112","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519157345276648,"gmtCreate":1767720361000,"gmtModify":1767872570226,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a>公开表示，不会在A16或A14节点中使用High-NA EUV技术，这些新设备价值3.8亿美元。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a>公开表示，不会在A16或A14节点中使用High-NA EUV技术，这些新设备价值3.8亿美元。","text":"$英特尔(INTC)$ $台积电(TSM)$ 公开表示，不会在A16或A14节点中使用High-NA EUV技术，这些新设备价值3.8亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519157345276648","isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518749025051096,"gmtCreate":1767662738000,"gmtModify":1767690181888,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"Melius Research将<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>评级从持有上调至买入，目标价提高到50美元。","listText":"Melius Research将<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>评级从持有上调至买入，目标价提高到50美元。","text":"Melius Research将$英特尔(INTC)$ 评级从持有上调至买入，目标价提高到50美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518749025051096","isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516067142500720,"gmtCreate":1767008887000,"gmtModify":1767087291925,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>和<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>盘前下跌，<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>上涨，这正是应有的样子，但放大十倍。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>和<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>盘前下跌，<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>上涨，这正是应有的样子，但放大十倍。","text":"$美国超微公司(AMD)$ 和$英伟达(NVDA)$ 盘前下跌，$英特尔(INTC)$ 上涨，这正是应有的样子，但放大十倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516067142500720","isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513648459485320,"gmtCreate":1766437421000,"gmtModify":1766478672069,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>目前似乎是全球范围内唯一仍在全方位布局尖端芯片设计和制造的企业，覆盖处理器架构、图形芯片、神经网络加速器、可编程逻辑器件等多个前沿领域。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>目前似乎是全球范围内唯一仍在全方位布局尖端芯片设计和制造的企业，覆盖处理器架构、图形芯片、神经网络加速器、可编程逻辑器件等多个前沿领域。","text":"$英特尔(INTC)$ 目前似乎是全球范围内唯一仍在全方位布局尖端芯片设计和制造的企业，覆盖处理器架构、图形芯片、神经网络加速器、可编程逻辑器件等多个前沿领域。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513648459485320","isVote":1,"tweetType":1,"viewCount":2270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512497602621496,"gmtCreate":1766087707000,"gmtModify":1766137206197,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>未来行情可期 量能持续放大","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>未来行情可期 量能持续放大","text":"$英特尔(INTC)$ 未来行情可期 量能持续放大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512497602621496","isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510824888750184,"gmtCreate":1765735307000,"gmtModify":1765791483413,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>马里奥再发帖时，股价就要起飞啦","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>马里奥再发帖时，股价就要起飞啦","text":"$英特尔(INTC)$ 马里奥再发帖时，股价就要起飞啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510824888750184","isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509486201974912,"gmtCreate":1765398580000,"gmtModify":1765445173994,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"我坚信14A制程将为<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>带来显著优势。外部客户反馈显示这项技术确实具备竞争力。近期行业动态显示需求持续超过供应，且这种趋势有望保持。","listText":"我坚信14A制程将为<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>带来显著优势。外部客户反馈显示这项技术确实具备竞争力。近期行业动态显示需求持续超过供应，且这种趋势有望保持。","text":"我坚信14A制程将为$英特尔(INTC)$ 带来显著优势。外部客户反馈显示这项技术确实具备竞争力。近期行业动态显示需求持续超过供应，且这种趋势有望保持。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/509486201974912","isVote":1,"tweetType":1,"viewCount":3201,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/446a50bb17708b92049bc00e7aa5631a","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3496288086457552","idStr":"3496288086457552"},"content":"想要什么，就会相信什么","text":"想要什么，就会相信什么","html":"想要什么，就会相信什么"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509158941958248,"gmtCreate":1765305553000,"gmtModify":1765347995541,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;若想预判某半导体企业的成长轨迹，不妨参考<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a>的资本扩张路径。目前两家公司流通股数量相当，前者市值已达2万亿级别。历史总是惊人相似，当某企业市值恰好处于2000亿水位时，往往会开启指数级增长模式。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;若想预判某半导体企业的成长轨迹，不妨参考<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a>的资本扩张路径。目前两家公司流通股数量相当，前者市值已达2万亿级别。历史总是惊人相似，当某企业市值恰好处于2000亿水位时，往往会开启指数级增长模式。","text":"$英特尔(INTC)$ 若想预判某半导体企业的成长轨迹，不妨参考$博通(AVGO)$ 的资本扩张路径。目前两家公司流通股数量相当，前者市值已达2万亿级别。历史总是惊人相似，当某企业市值恰好处于2000亿水位时，往往会开启指数级增长模式。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509158941958248","isVote":1,"tweetType":1,"viewCount":2323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508849268244624,"gmtCreate":1765211295000,"gmtModify":1765270312007,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"这个调整阶段看着挺有意思，毕竟<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>作为美国本土芯片制造商，未来愿景是给所有需求方代工生产。现在关键产能都集中在<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a>手里，这种格局迟早要变，毕竟潜在的地缘风险值得关注。","listText":"这个调整阶段看着挺有意思，毕竟<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>作为美国本土芯片制造商，未来愿景是给所有需求方代工生产。现在关键产能都集中在<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a>手里，这种格局迟早要变，毕竟潜在的地缘风险值得关注。","text":"这个调整阶段看着挺有意思，毕竟$英特尔(INTC)$ 作为美国本土芯片制造商，未来愿景是给所有需求方代工生产。现在关键产能都集中在$台积电(TSM)$ 手里，这种格局迟早要变，毕竟潜在的地缘风险值得关注。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508849268244624","isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508377415970960,"gmtCreate":1765144601000,"gmtModify":1765197241042,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"科技板块整体趋势向好，<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>也有机会。<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a>财报预期乐观，叠加货币政策宽松预期，市场风险偏好明显提升。期待<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>能突破45美元关口。","listText":"科技板块整体趋势向好，<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>也有机会。<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a>财报预期乐观，叠加货币政策宽松预期，市场风险偏好明显提升。期待<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>能突破45美元关口。","text":"科技板块整体趋势向好，$英特尔(INTC)$ 也有机会。$博通(AVGO)$ 财报预期乐观，叠加货币政策宽松预期，市场风险偏好明显提升。期待$英特尔(INTC)$ 能突破45美元关口。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508377415970960","isVote":1,"tweetType":1,"viewCount":1831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507390209691752,"gmtCreate":1764865512000,"gmtModify":1764922087595,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;若协议宣布后有望冲击45-49美元区间","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;若协议宣布后有望冲击45-49美元区间","text":"$英特尔(INTC)$ 若协议宣布后有望冲击45-49美元区间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507390209691752","isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505915542380648,"gmtCreate":1764538412000,"gmtModify":1764605618092,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>当加密货币市场出现回调时，这通常是值得关注的窗口期。价格波动趋缓的阶段更适合进行系统性研究，为潜在的市场变化做好准备。保持理性认知周期规律，在相对平静期做出审慎决策往往能获得更好效果，这种阶段性机会往往转瞬即逝。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>当加密货币市场出现回调时，这通常是值得关注的窗口期。价格波动趋缓的阶段更适合进行系统性研究，为潜在的市场变化做好准备。保持理性认知周期规律，在相对平静期做出审慎决策往往能获得更好效果，这种阶段性机会往往转瞬即逝。","text":"$英特尔(INTC)$ 当加密货币市场出现回调时，这通常是值得关注的窗口期。价格波动趋缓的阶段更适合进行系统性研究，为潜在的市场变化做好准备。保持理性认知周期规律，在相对平静期做出审慎决策往往能获得更好效果，这种阶段性机会往往转瞬即逝。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505915542380648","isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":492418403799304,"gmtCreate":1761219864000,"gmtModify":1761231485564,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>财报一出$40根本拦不住，盘后直接扶摇直上九万里，说不定还能一飞冲天","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>财报一出$40根本拦不住，盘后直接扶摇直上九万里，说不定还能一飞冲天","text":"$英特尔(INTC)$ 财报一出$40根本拦不住，盘后直接扶摇直上九万里，说不定还能一飞冲天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492418403799304","isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260823929356328,"gmtCreate":1704705699104,"gmtModify":1704706144677,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v 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的战略价值，毕竟宝岛和棒子国都在东风快递射程内。美利坚半导体最后的火种，就看这家晶圆厂能不能支棱起来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/488714694996360","isVote":1,"tweetType":1,"viewCount":2238,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"content":"造芯片，也需要稀土氧化铈，","text":"造芯片，也需要稀土氧化铈，","html":"造芯片，也需要稀土氧化铈，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474562514694336,"gmtCreate":1756860902000,"gmtModify":1756888497906,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>，等他们反应过来黄花菜都凉了。如今同样的戏码在<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>身上重演——那帮人还在吹<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>/<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>/<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>这些烫手山芋，却对卧薪尝胆的<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>视而不见。小爷我闷声囤货，毕竟AI革命下一步就在个人电脑端，而<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>手握全球最大晶圆厂，利润率吊打<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>，这","text":"$英特尔(INTC)$ 老股民都记得$美国超微公司(AMD)$ 当年跌破2刀时的情况，现在$英特尔(INTC)$ 正在上演历史重播。当年分析师们疯狂唱衰$美国超微公司(AMD)$ ，等他们反应过来黄花菜都凉了。如今同样的戏码在$英特尔(INTC)$ 身上重演——那帮人还在吹$英伟达(NVDA)$ /$美国超微公司(AMD)$ /$特斯拉(TSLA)$ 这些烫手山芋，却对卧薪尝胆的$英特尔(INTC)$ 视而不见。小爷我闷声囤货，毕竟AI革命下一步就在个人电脑端，而$英特尔(INTC)$ 手握全球最大晶圆厂，利润率吊打$美国超微公司(AMD)$ 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href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <v-v data-views=\"1\"></v-v>当你知道 <a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 阿斯麦业绩爆灯， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 英伟达的盘前也表现稳定，你就会发现这是做空的大好机会，这种投机机会在美股经常出现。那个时候只是1%不到，现在已经有5%的利润了。这样好的机会不容错过！","text":"$标普500(.SPX)$ 当你知道 $阿斯麦(ASML)$ 阿斯麦业绩爆灯， $英伟达(NVDA)$ 英伟达的盘前也表现稳定，你就会发现这是做空的大好机会，这种投机机会在美股经常出现。那个时候只是1%不到，现在已经有5%的利润了。这样好的机会不容错过！","images":[{"img":"https://static.tigerbbs.com/a3f486ba6bbdd71786f912ea2d803069","width":"230","height":"198"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/266813735600416","isVote":1,"tweetType":1,"viewCount":7192,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3468338281798142","authorId":"3468338281798142","name":"kissby","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3468338281798142","idStr":"3468338281798142"},"content":"你不晒单出来就别发这种贴","text":"你不晒单出来就别发这种贴","html":"你不晒单出来就别发这种贴"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":489069470052744,"gmtCreate":1760391532000,"gmtModify":1760433871379,"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000233","idStr":"9000000000000233"},"themes":[],"htmlText":"<a 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