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究极失眠患者
对美国市场的未来走势持积极态度
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究极失眠患者
究极失眠患者
·
04-16
$台积电(TSM)$
法说会前已经猛涨了一大波，从低点上来涨了快20%。股价涨多了，财报出来资金借利好出货也很正常。这种技术性回调不是基本面变了，是短线涨太猛需要消化。
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究极失眠患者
究极失眠患者
·
04-16
$英伟达(NVDA)$
真的猛，AI这波需求真不是吹的，订单都排到好几年后。手里有的拿稳，别急着跑。跌了就是加仓机会。
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431
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究极失眠患者
究极失眠患者
·
04-16
$标普500(.SPX)$
从3月30号的底部已经涨了709点，真离谱。把价格看成圆的度数，这个涨幅已经很接近360°的两倍720点。下一个时间节点是6月3号，这期间一个半月内不会再有什么大的波段交易机会。
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1,323
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1
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究极失眠患者
究极失眠患者
·
04-10
$阿里巴巴-W(09988)$
这次视频模型真的猛，文生视频直接干到全球第一。带队的是从快手挖来的大牛，才来几个月就憋出个大招。阿里在视频这块一直不吭声，这次是真有东西。
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1,627
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究极失眠患者
究极失眠患者
·
04-10
亚马逊股价上涨，连带光模块等产业链相关公司也出现联动。这个逻辑与年初谷歌的情况类似：市场对自研芯片配合大模型的模式给出了估值。不同之处在于，谷歌的方案已得到验证，而亚马逊还在推进过程中。后续走势仍需观察实际落地进展。
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857
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究极失眠患者
究极失眠患者
·
04-10
美鼓当红炸子鸡
$闪迪(SNDK)$
，炒美股真不能怕高，你越怕它越涨。逻辑没变，业绩好的票天天涨，跌了也能拉回来。闪迪前几天跌下去，这不又拉回来了。
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究极失眠患者
究极失眠患者
·
04-10
$纳斯达克(.IXIC)$
这波七连涨，看着挺唬人。但停火协议第一天就被炸没了，两边条件差那么多，谈成希望不大。这涨势就是情绪撑着，别太当真。
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730
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究极失眠患者
究极失眠患者
·
04-03
SpaceX这一上市，整个太空板块的估值天花板要被重新定义了。以前商业航天没个标杆，机构不敢给高估值，现在SpaceX带着万亿级别的估值进场，RKLB这种第二梯队的公司自然会被重估。
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究极失眠患者
究极失眠患者
·
04-03
$特斯拉(TSLA)$
这波跌，懂哥又开始唱衰了说什么销量下滑，补贴没了，伊朗打仗，越查新闻越慌，最后自己把自己吓到割肉。我一直说，股票赚钱就是反人性的。这个时候，要么关掉软件别看，要么想清楚自己当初为什么买。公司还是那个公司，车还是那个车，下跌不是世界末日。
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究极失眠患者
究极失眠患者
·
04-03
油价冲这么猛，情绪已经绷得很紧了。市场对消息面的反应越来越敏感，一个缓和信号就可能砸个深坑。现在再去追多，性价比不高。我选择等等看，真有大回调再考虑。
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法说会前已经猛涨了一大波，从低点上来涨了快20%。股价涨多了，财报出来资金借利好出货也很正常。这种技术性回调不是基本面变了，是短线涨太猛需要消化。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554207497130048","isVote":1,"tweetType":1,"viewCount":2195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554207346606144,"gmtCreate":1776310821315,"gmtModify":1776310823469,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010339","authorIdStr":"10000000000010339"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 真的猛，AI这波需求真不是吹的，订单都排到好几年后。手里有的拿稳，别急着跑。跌了就是加仓机会。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 真的猛，AI这波需求真不是吹的，订单都排到好几年后。手里有的拿稳，别急着跑。跌了就是加仓机会。","text":"$英伟达(NVDA)$ 真的猛，AI这波需求真不是吹的，订单都排到好几年后。手里有的拿稳，别急着跑。跌了就是加仓机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554207346606144","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554207610946368,"gmtCreate":1776310794166,"gmtModify":1776310796339,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010339","authorIdStr":"10000000000010339"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 从3月30号的底部已经涨了709点，真离谱。把价格看成圆的度数，这个涨幅已经很接近360°的两倍720点。下一个时间节点是6月3号，这期间一个半月内不会再有什么大的波段交易机会。","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 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这次视频模型真的猛，文生视频直接干到全球第一。带队的是从快手挖来的大牛，才来几个月就憋出个大招。阿里在视频这块一直不吭声，这次是真有东西。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/552017742016592","isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010341","authorIdStr":"10000000000010341"},"content":"文生视频卷成这样，阿里突然杀出来，其他家该睡不着了","text":"文生视频卷成这样，阿里突然杀出来，其他家该睡不着了","html":"文生视频卷成这样，阿里突然杀出来，其他家该睡不着了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552017234006176,"gmtCreate":1775806805309,"gmtModify":1775807248718,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010339","authorIdStr":"10000000000010339"},"themes":[],"title":"","htmlText":"亚马逊股价上涨，连带光模块等产业链相关公司也出现联动。这个逻辑与年初谷歌的情况类似：市场对自研芯片配合大模型的模式给出了估值。不同之处在于，谷歌的方案已得到验证，而亚马逊还在推进过程中。后续走势仍需观察实际落地进展。","listText":"亚马逊股价上涨，连带光模块等产业链相关公司也出现联动。这个逻辑与年初谷歌的情况类似：市场对自研芯片配合大模型的模式给出了估值。不同之处在于，谷歌的方案已得到验证，而亚马逊还在推进过程中。后续走势仍需观察实际落地进展。","text":"亚马逊股价上涨，连带光模块等产业链相关公司也出现联动。这个逻辑与年初谷歌的情况类似：市场对自研芯片配合大模型的模式给出了估值。不同之处在于，谷歌的方案已得到验证，而亚马逊还在推进过程中。后续走势仍需观察实际落地进展。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552017234006176","isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552017089294496,"gmtCreate":1775806769979,"gmtModify":1775806772709,"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010339","authorIdStr":"10000000000010339"},"themes":[],"title":"","htmlText":"美鼓当红炸子鸡 <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> ，炒美股真不能怕高，你越怕它越涨。逻辑没变，业绩好的票天天涨，跌了也能拉回来。闪迪前几天跌下去，这不又拉回来了。","listText":"美鼓当红炸子鸡 <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> ，炒美股真不能怕高，你越怕它越涨。逻辑没变，业绩好的票天天涨，跌了也能拉回来。闪迪前几天跌下去，这不又拉回来了。","text":"美鼓当红炸子鸡 $闪迪(SNDK)$ 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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 这波七连涨，看着挺唬人。但停火协议第一天就被炸没了，两边条件差那么多，谈成希望不大。这涨势就是情绪撑着，别太当真。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 这波七连涨，看着挺唬人。但停火协议第一天就被炸没了，两边条件差那么多，谈成希望不大。这涨势就是情绪撑着，别太当真。","text":"$纳斯达克(.IXIC)$ 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