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蚍蜉先撼小树
期待通过美股投资实现个人财务目标
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蚍蜉先撼小树
蚍蜉先撼小树
·
14:15
$希捷科技(STX)$
这次业绩超预期，下季度的指引也给得很高。关键是未来几年的产能都卖得差不多了，客户抢着把货都订了。一个传统硬盘公司都能这么猛，存储这景气度确实不一般。
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-23
$IBM(IBM)$
营收利润都超预期，大型机还爆了，但软件增速没达标，咨询几乎没增长，盘后直接跌了7个点。市场对传统软件巨头太苛刻了，AI颠覆的担忧压得股价起不来。估值已经跌了不少，这个位置是不是过度悲观了？
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763
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-23
没人算得清AI到底要吃多少存储，每次觉得够用了，结果新技术一出来又把需求推高一截。谷歌新TPU的HBM容量直接翻了好几倍，之前市场还在按老标准拍脑袋。以后这种事会反复发生，存储需求永远在超预期。
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-23
$特斯拉(TSLA)$
利润超预期，主要靠FSD订阅撑着。车没多卖，但软件收入顶上来了。自由现金流还转正了，市场本来挺担心的。盘后冲高回落，说明有人不放心，但利好确实有。
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-23
$标普500(.SPX)$
里都是好公司，长期拿着问题不大。我不折腾，仓位不动，跌了敢加，涨了不贪。就这样。
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1,416
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-17
$甲骨文(ORCL)$
手里捏着大把的未来订单，是年营收的好几倍，业绩再差也有底。花旗刚上调目标价，说回调就是买入机会。这股拿着应该比瞎折腾强。
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-17
$美国超微公司(AMD)$
的软件生态还是不如对手，大公司迁移成本高。好在他们也在拼命追，趋势在往好的方向走。这个短板不是一天能填平的，但总比不补强。
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-17
$阿里巴巴(BABA)$
就是中国版的亚马逊！现在亚马逊的核心生意就是AWS，几年之后阿里巴巴的核心生意就是阿里云！阿里云现在增速摆在那，AI需求又这么猛，迟早撑起整个阿里的估值。
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-15
$阿斯麦(ASML)$
这次业绩值得博弈一下，前两次都miss了。最关键的是，存储进入下一代节点，1C DRAM一定需要EUV。之前就传闻海力士、三星各有100亿级别的订单，就看这次业绩会能不能落地。不再披露短期订单，但对存储扩产可以更乐观些，还有中国区DUV订单。
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蚍蜉先撼小树
蚍蜉先撼小树
·
04-15
纽约金今天都快摸到4900了，前几天还在喊黄金完蛋的人估计又懵了。油价一跌，降息预期回来，黄金立马弹回去。我觉得别追高，真要加仓就等回踩4800附近，那个位置比现在踏实。
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这次业绩超预期，下季度的指引也给得很高。关键是未来几年的产能都卖得差不多了，客户抢着把货都订了。一个传统硬盘公司都能这么猛，存储这景气度确实不一般。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559091857416896","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556641760432224,"gmtCreate":1776931653934,"gmtModify":1776931656660,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010340","idStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 营收利润都超预期，大型机还爆了，但软件增速没达标，咨询几乎没增长，盘后直接跌了7个点。市场对传统软件巨头太苛刻了，AI颠覆的担忧压得股价起不来。估值已经跌了不少，这个位置是不是过度悲观了？","listText":"<a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 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营收利润都超预期，大型机还爆了，但软件增速没达标，咨询几乎没增长，盘后直接跌了7个点。市场对传统软件巨头太苛刻了，AI颠覆的担忧压得股价起不来。估值已经跌了不少，这个位置是不是过度悲观了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556641760432224","isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556641362404200,"gmtCreate":1776931546802,"gmtModify":1776931549408,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010340","idStr":"10000000000010340"},"themes":[],"title":"","htmlText":"没人算得清AI到底要吃多少存储，每次觉得够用了，结果新技术一出来又把需求推高一截。谷歌新TPU的HBM容量直接翻了好几倍，之前市场还在按老标准拍脑袋。以后这种事会反复发生，存储需求永远在超预期。","listText":"没人算得清AI到底要吃多少存储，每次觉得够用了，结果新技术一出来又把需求推高一截。谷歌新TPU的HBM容量直接翻了好几倍，之前市场还在按老标准拍脑袋。以后这种事会反复发生，存储需求永远在超预期。","text":"没人算得清AI到底要吃多少存储，每次觉得够用了，结果新技术一出来又把需求推高一截。谷歌新TPU的HBM容量直接翻了好几倍，之前市场还在按老标准拍脑袋。以后这种事会反复发生，存储需求永远在超预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556641362404200","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556641207623776,"gmtCreate":1776931518971,"gmtModify":1776931521556,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010340","idStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a 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利润超预期，主要靠FSD订阅撑着。车没多卖，但软件收入顶上来了。自由现金流还转正了，市场本来挺担心的。盘后冲高回落，说明有人不放心，但利好确实有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556641207623776","isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556641136468832,"gmtCreate":1776931489598,"gmtModify":1776931491797,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010340","idStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 里都是好公司，长期拿着问题不大。我不折腾，仓位不动，跌了敢加，涨了不贪。就这样。","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 里都是好公司，长期拿着问题不大。我不折腾，仓位不动，跌了敢加，涨了不贪。就这样。","text":"$标普500(.SPX)$ 里都是好公司，长期拿着问题不大。我不折腾，仓位不动，跌了敢加，涨了不贪。就这样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556641136468832","isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554557807394880,"gmtCreate":1776396383031,"gmtModify":1776396385382,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010340","idStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 手里捏着大把的未来订单，是年营收的好几倍，业绩再差也有底。花旗刚上调目标价，说回调就是买入机会。这股拿着应该比瞎折腾强。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 手里捏着大把的未来订单，是年营收的好几倍，业绩再差也有底。花旗刚上调目标价，说回调就是买入机会。这股拿着应该比瞎折腾强。","text":"$甲骨文(ORCL)$ 手里捏着大把的未来订单，是年营收的好几倍，业绩再差也有底。花旗刚上调目标价，说回调就是买入机会。这股拿着应该比瞎折腾强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/554557807394880","isVote":1,"tweetType":1,"viewCount":2516,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4124441730493902","authorId":"4124441730493902","name":"是技术性调整","avatar":"https://static.tigerbbs.com/5a7b5fa809354d126b2e2abdec2e2e0d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4124441730493902","idStr":"4124441730493902"},"content":"股价一上涨，你们就发这些，下跌的时候你们去哪里了","text":"股价一上涨，你们就发这些，下跌的时候你们去哪里了","html":"股价一上涨，你们就发这些，下跌的时候你们去哪里了"},{"author":{"id":"4198227008886052","authorId":"4198227008886052","name":"人间花开","avatar":"https://static.tigerbbs.com/189395712579e9609e90740b0006cc50","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4198227008886052","idStr":"4198227008886052"},"content":"2026年，我看到260不算贪吧，","text":"2026年，我看到260不算贪吧，","html":"2026年，我看到260不算贪吧，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554557638271896,"gmtCreate":1776396348191,"gmtModify":1776396350777,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010340","idStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 的软件生态还是不如对手，大公司迁移成本高。好在他们也在拼命追，趋势在往好的方向走。这个短板不是一天能填平的，但总比不补强。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 的软件生态还是不如对手，大公司迁移成本高。好在他们也在拼命追，趋势在往好的方向走。这个短板不是一天能填平的，但总比不补强。","text":"$美国超微公司(AMD)$ 的软件生态还是不如对手，大公司迁移成本高。好在他们也在拼命追，趋势在往好的方向走。这个短板不是一天能填平的，但总比不补强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554557638271896","isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554557830435720,"gmtCreate":1776396298104,"gmtModify":1776396300897,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010340","idStr":"10000000000010340"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 就是中国版的亚马逊！现在亚马逊的核心生意就是AWS，几年之后阿里巴巴的核心生意就是阿里云！阿里云现在增速摆在那，AI需求又这么猛，迟早撑起整个阿里的估值。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 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DRAM一定需要EUV。之前就传闻海力士、三星各有100亿级别的订单，就看这次业绩会能不能落地。不再披露短期订单，但对存储扩产可以更乐观些，还有中国区DUV订单。","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 这次业绩值得博弈一下，前两次都miss了。最关键的是，存储进入下一代节点，1C DRAM一定需要EUV。之前就传闻海力士、三星各有100亿级别的订单，就看这次业绩会能不能落地。不再披露短期订单，但对存储扩产可以更乐观些，还有中国区DUV订单。","text":"$阿斯麦(ASML)$ 这次业绩值得博弈一下，前两次都miss了。最关键的是，存储进入下一代节点，1C DRAM一定需要EUV。之前就传闻海力士、三星各有100亿级别的订单，就看这次业绩会能不能落地。不再披露短期订单，但对存储扩产可以更乐观些，还有中国区DUV订单。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553895794447240","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553895653847944,"gmtCreate":1776234633898,"gmtModify":1776234636774,"author":{"id":"10000000000010340","authorId":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010340","idStr":"10000000000010340"},"themes":[],"title":"","htmlText":"纽约金今天都快摸到4900了，前几天还在喊黄金完蛋的人估计又懵了。油价一跌，降息预期回来，黄金立马弹回去。我觉得别追高，真要加仓就等回踩4800附近，那个位置比现在踏实。","listText":"纽约金今天都快摸到4900了，前几天还在喊黄金完蛋的人估计又懵了。油价一跌，降息预期回来，黄金立马弹回去。我觉得别追高，真要加仓就等回踩4800附近，那个位置比现在踏实。","text":"纽约金今天都快摸到4900了，前几天还在喊黄金完蛋的人估计又懵了。油价一跌，降息预期回来，黄金立马弹回去。我觉得别追高，真要加仓就等回踩4800附近，那个位置比现在踏实。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553895653847944","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}