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关注美股市场的创新公司，希望投资成功
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cc爱中分
cc爱中分
·
04-24 14:35
谷歌偷偷在拉
$迈威尔科技(MRVL)$
入局，做内存处理单元和推理芯片。Marvell手里已经握着亚马逊、微软的大单，再多谷歌一家，业绩更稳了。
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cc爱中分
cc爱中分
·
04-24 14:34
毛利率回升、现金流转正，
$英特尔(INTC)$
最差的阶段过去了。产能受限是短期压制，不是需求问题。这波涨完估值还有空间，这个位置继续拿。
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cc爱中分
cc爱中分
·
04-24 14:33
$微软(MSFT)$
跌再多，Windows、Office、Azure哪个不是印钞机？AI花钱多，但长期是好事。我不折腾，拿着不动。
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332
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cc爱中分
cc爱中分
·
04-24 14:32
$道琼斯(.DJI)$
跟着大盘跌了点，但波音靠业绩硬撑了一下。资金开始往工业、公用事业这类防守板块转，安全第一
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cc爱中分
cc爱中分
·
04-21
$联合健康(UNH)$
预期利润比去年掉了一截，医疗成本还在往上走。大行虽然看好，但也承认改善需要时间。明天财报能不能超预期不好说，但指望大涨也不太现实。手里有的拿着，想追的等落地再说。
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783
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cc爱中分
cc爱中分
·
04-21
$谷歌(GOOG)$
这次TPU搞双芯，一个管训练，一个管推理。推理芯片能省钱，企业AI落地最看重成本。加上还在跟那边聊新芯片，供应链越来越广。云大会要开了，这块看点不少。
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310
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cc爱中分
cc爱中分
·
04-21
$特斯拉(TSLA)$
明天发财报，交付量比预期差了一截，生产出来的车堆在库里卖不动。毛利率大概率要往下掉，有机构直接喊目标价砍到腰斩。车卖得不好，竞争越来越狠，这次财报怕没什么好消息。
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cc爱中分
cc爱中分
·
04-20
安卓系统免费给手机厂用，看着不赚钱，但绑住了几十亿用户。
$谷歌(GOOG)$
靠搜索、应用商店、YouTube每年赚得盆满钵满。现在云业务也起来了，这套生意模式稳得很。长线拿着，别老盯着季度波动。
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219
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cc爱中分
cc爱中分
·
04-20
$特斯拉(TSLA)$
股价最近反弹了不少，AI5芯片流片的消息起了作用。总算不是光靠卖车讲故事的阶段了。不过AI和机器人商业化还早，资本支出压力不小，短期账本上能撑多久还得看。
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771
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cc爱中分
cc爱中分
·
04-20
上周五市场还在庆祝海峡重开，周末直接反转。伊朗二次封锁，美方直接扣船，油轮不敢过海峡。消息面一天三变，这种行情别跟消息面硬刚，等周三过了再说。
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入局，做内存处理单元和推理芯片。Marvell手里已经握着亚马逊、微软的大单，再多谷歌一家，业绩更稳了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556973122495336","isVote":1,"tweetType":1,"viewCount":2430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556972675666016,"gmtCreate":1777012443786,"gmtModify":1777012446601,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010335","authorIdStr":"10000000000010335"},"themes":[],"title":"","htmlText":"毛利率回升、现金流转正， <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 最差的阶段过去了。产能受限是短期压制，不是需求问题。这波涨完估值还有空间，这个位置继续拿。","listText":"毛利率回升、现金流转正， <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 最差的阶段过去了。产能受限是短期压制，不是需求问题。这波涨完估值还有空间，这个位置继续拿。","text":"毛利率回升、现金流转正， $英特尔(INTC)$ 最差的阶段过去了。产能受限是短期压制，不是需求问题。这波涨完估值还有空间，这个位置继续拿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556972675666016","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556972837778112,"gmtCreate":1777012408375,"gmtModify":1777012410745,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010335","authorIdStr":"10000000000010335"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 跌再多，Windows、Office、Azure哪个不是印钞机？AI花钱多，但长期是好事。我不折腾，拿着不动。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 跌再多，Windows、Office、Azure哪个不是印钞机？AI花钱多，但长期是好事。我不折腾，拿着不动。","text":"$微软(MSFT)$ 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这次TPU搞双芯，一个管训练，一个管推理。推理芯片能省钱，企业AI落地最看重成本。加上还在跟那边聊新芯片，供应链越来越广。云大会要开了，这块看点不少。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 这次TPU搞双芯，一个管训练，一个管推理。推理芯片能省钱，企业AI落地最看重成本。加上还在跟那边聊新芯片，供应链越来越广。云大会要开了，这块看点不少。","text":"$谷歌(GOOG)$ 这次TPU搞双芯，一个管训练，一个管推理。推理芯片能省钱，企业AI落地最看重成本。加上还在跟那边聊新芯片，供应链越来越广。云大会要开了，这块看点不少。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555959742288704","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555959924318368,"gmtCreate":1776742865587,"gmtModify":1776742867897,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010335","authorIdStr":"10000000000010335"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 明天发财报，交付量比预期差了一截，生产出来的车堆在库里卖不动。毛利率大概率要往下掉，有机构直接喊目标价砍到腰斩。车卖得不好，竞争越来越狠，这次财报怕没什么好消息。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 明天发财报，交付量比预期差了一截，生产出来的车堆在库里卖不动。毛利率大概率要往下掉，有机构直接喊目标价砍到腰斩。车卖得不好，竞争越来越狠，这次财报怕没什么好消息。","text":"$特斯拉(TSLA)$ 明天发财报，交付量比预期差了一截，生产出来的车堆在库里卖不动。毛利率大概率要往下掉，有机构直接喊目标价砍到腰斩。车卖得不好，竞争越来越狠，这次财报怕没什么好消息。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/555959924318368","isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010343","authorIdStr":"10000000000010343"},"content":"交付量差是明牌，股价已经跌过一波了","text":"交付量差是明牌，股价已经跌过一波了","html":"交付量差是明牌，股价已经跌过一波了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555624399451032,"gmtCreate":1776656787931,"gmtModify":1776656790690,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010335","authorIdStr":"10000000000010335"},"themes":[],"title":"","htmlText":"安卓系统免费给手机厂用，看着不赚钱，但绑住了几十亿用户。 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 靠搜索、应用商店、YouTube每年赚得盆满钵满。现在云业务也起来了，这套生意模式稳得很。长线拿着，别老盯着季度波动。","listText":"安卓系统免费给手机厂用，看着不赚钱，但绑住了几十亿用户。 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 靠搜索、应用商店、YouTube每年赚得盆满钵满。现在云业务也起来了，这套生意模式稳得很。长线拿着，别老盯着季度波动。","text":"安卓系统免费给手机厂用，看着不赚钱，但绑住了几十亿用户。 $谷歌(GOOG)$ 靠搜索、应用商店、YouTube每年赚得盆满钵满。现在云业务也起来了，这套生意模式稳得很。长线拿着，别老盯着季度波动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555624399451032","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555624281002048,"gmtCreate":1776656752564,"gmtModify":1776656755070,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010335","authorIdStr":"10000000000010335"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 股价最近反弹了不少，AI5芯片流片的消息起了作用。总算不是光靠卖车讲故事的阶段了。不过AI和机器人商业化还早，资本支出压力不小，短期账本上能撑多久还得看。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 股价最近反弹了不少，AI5芯片流片的消息起了作用。总算不是光靠卖车讲故事的阶段了。不过AI和机器人商业化还早，资本支出压力不小，短期账本上能撑多久还得看。","text":"$特斯拉(TSLA)$ 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