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cc爱中分
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
·
03-16 14:34
今天消费表现确实可以，银行也挺稳。马上
$英伟达(NVDA)$
GTC大会，按这个节奏，明天科技链应该能跟一把。
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cc爱中分
cc爱中分
·
03-16 14:33
我倒是不太看那些宏观数据，平时主要盯着鲁北那边私人加油站的油价。哪天92号回到4块多、95号回到5块多，就说明中东那边真快消停了。什么时候这两个价格出现了，说明事态就真临近结束了。
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cc爱中分
cc爱中分
·
03-16 14:33
有色这块降息预期一落空，资金明显撤了，短期没啥念想了。燃气轮机和液冷也在补跌，可能有人担心业绩撑不住吧。现在想做超跌反弹，确实难下手——情绪票敢冲但拿不稳，逻辑票看着踏实又猜不透市场买不买账。索性先看看，等方向明朗再说。
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cc爱中分
cc爱中分
·
03-12
IEA刚宣布释放储备，史上最大规模，油价应声跌了一下，但没一会儿又拉回去了。说白了，抛储听着猛，实际能补的缺口有限。霍尔木兹那边一天不通，供给就一天紧着。现在这行情，跟着消息面走就行，别跟着涨跌瞎跑就行。
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cc爱中分
cc爱中分
·
03-12
2月CPI出了，符合预期，但看了半小时盘面，感觉跟没出一样 资金全盯着中东和油价在玩，降息预期已经从年中推到9月了。现在最怕的不是通胀继续冲，而是油价把经济干停滞了还不下来，那才叫真难受。
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cc爱中分
cc爱中分
·
2024-11-01
$英特尔(INTC)$
今晚搞不好会有fomo情绪逼空？拿了200股在这套利，应该会有一波轧空，至少call squeeze，周五外面的事懒得掺合了
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cc爱中分
cc爱中分
·
2024-10-31
$英特尔(INTC)$
不知到这新闻是真的还是假的，可能很多企业都想买，也可能漂亮国还不想放弃英特尔？[思考]
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cc爱中分
cc爱中分
·
2024-10-30
$小米集团-W(01810)$
这次雷军发布会上说的话很有自信，我们对量产车的纽北圈速的期待拉满，如果干活了保时捷直接封神，但如果干不过保时捷估计会有些尴尬。
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cc爱中分
cc爱中分
·
2024-10-28
$微软(MSFT)$
微软的财报，主要就看三点：一是Azure的收入情况，二是Azure的利润率，就是说它是不是还在大把烧钱；三是AI方面能不能带来额外的收入。微软的问题还是在于，AI的大笔投入并没有带来相应的收入回报。所以这次财报，我个人觉得还是稍微有点悲观。
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cc爱中分
cc爱中分
·
2024-10-25
$泡泡玛特(09992)$
减持没锁定期，今天早盘2170万股已经全卖出开盘集合竞价以72元卖出刚好就是2170万股，跟王老板本次要出手数量完全一致
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今晚搞不好会有fomo情绪逼空？拿了200股在这套利，应该会有一波轧空，至少call squeeze，周五外面的事懒得掺合了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 今晚搞不好会有fomo情绪逼空？拿了200股在这套利，应该会有一波轧空，至少call squeeze，周五外面的事懒得掺合了","text":"$英特尔(INTC)$ 今晚搞不好会有fomo情绪逼空？拿了200股在这套利，应该会有一波轧空，至少call 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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 不知到这新闻是真的还是假的，可能很多企业都想买，也可能漂亮国还不想放弃英特尔？[思考]","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 不知到这新闻是真的还是假的，可能很多企业都想买，也可能漂亮国还不想放弃英特尔？[思考]","text":"$英特尔(INTC)$ 不知到这新闻是真的还是假的，可能很多企业都想买，也可能漂亮国还不想放弃英特尔？[思考]","images":[{"img":"https://static.tigerbbs.com/24da416ddaee94b9a68f447d3a9e790a","width":"260","height":"165"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/365986569674840","isVote":1,"tweetType":1,"viewCount":5262,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541708904593007","authorId":"3541708904593007","name":"巴韭特王多鱼分特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3541708904593007","idStr":"3541708904593007"},"content":"急需大刀阔斧地改革，不然卖给别人也行","text":"急需大刀阔斧地改革，不然卖给别人也行","html":"急需大刀阔斧地改革，不然卖给别人也行"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":365651966341208,"gmtCreate":1730295822218,"gmtModify":1730295829722,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010335","idStr":"10000000000010335"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 这次雷军发布会上说的话很有自信，我们对量产车的纽北圈速的期待拉满，如果干活了保时捷直接封神，但如果干不过保时捷估计会有些尴尬。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 这次雷军发布会上说的话很有自信，我们对量产车的纽北圈速的期待拉满，如果干活了保时捷直接封神，但如果干不过保时捷估计会有些尴尬。","text":"$小米集团-W(01810)$ 这次雷军发布会上说的话很有自信，我们对量产车的纽北圈速的期待拉满，如果干活了保时捷直接封神，但如果干不过保时捷估计会有些尴尬。","images":[{"img":"https://static.tigerbbs.com/ad0a7811b43cf650d843b9d54c20a08b","width":"1080","height":"1439"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365651966341208","isVote":1,"tweetType":1,"viewCount":4135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":364925233037712,"gmtCreate":1730118328382,"gmtModify":1730179729613,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010335","idStr":"10000000000010335"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 微软的财报，主要就看三点：一是Azure的收入情况，二是Azure的利润率，就是说它是不是还在大把烧钱；三是AI方面能不能带来额外的收入。微软的问题还是在于，AI的大笔投入并没有带来相应的收入回报。所以这次财报，我个人觉得还是稍微有点悲观。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 微软的财报，主要就看三点：一是Azure的收入情况，二是Azure的利润率，就是说它是不是还在大把烧钱；三是AI方面能不能带来额外的收入。微软的问题还是在于，AI的大笔投入并没有带来相应的收入回报。所以这次财报，我个人觉得还是稍微有点悲观。","text":"$微软(MSFT)$ 微软的财报，主要就看三点：一是Azure的收入情况，二是Azure的利润率，就是说它是不是还在大把烧钱；三是AI方面能不能带来额外的收入。微软的问题还是在于，AI的大笔投入并没有带来相应的收入回报。所以这次财报，我个人觉得还是稍微有点悲观。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/364925233037712","isVote":1,"tweetType":1,"viewCount":11091,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3502783698654092","idStr":"3502783698654092"},"content":"没多少人看好他的财报，软哥这么软不是没有原因的","text":"没多少人看好他的财报，软哥这么软不是没有原因的","html":"没多少人看好他的财报，软哥这么软不是没有原因的"},{"author":{"id":"3545282499782202","authorId":"3545282499782202","name":"多多吃苹果","avatar":"https://static.tigerbbs.com/432a70f360f69c451f37da889cb769b3","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3545282499782202","idStr":"3545282499782202"},"content":"打算再跟微软10年，已经跟3年了。","text":"打算再跟微软10年，已经跟3年了。","html":"打算再跟微软10年，已经跟3年了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363885452022160,"gmtCreate":1729864475595,"gmtModify":1729864478073,"author":{"id":"10000000000010335","authorId":"10000000000010335","name":"cc爱中分","avatar":"https://static.tigerbbs.com/724960a405e3f3639cbc483ae4560891","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010335","idStr":"10000000000010335"},"themes":[],"htmlText":"<a 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