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梦想去拉萨
梦想去拉萨
·
2024-09-09
$亚马逊(AMZN)$
亚马逊的电商业务干不过阿里巴巴，不能怪亚马逊自己，因为美国国内的电商市场规模比中国国内差的太远；阿里云干不过AWS，也不能怪阿里巴巴自己，因为美国国内的公共云服务市场规模远远超过中国！水大才能鱼大！
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梦想去拉萨
梦想去拉萨
·
2024-09-09
$英特尔(INTC)$
这个行业只有第一才有价值，第二第三就是陪跑的落后产能需要淘汰出请的，而且一个靠买别人ip的组装厂就别出来丢人了吧，连自己的设计能力都没有
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梦想去拉萨
梦想去拉萨
·
2024-09-07
$升能集团(02459)$
卖飞了，卖飞了，留下没有格局的泪水，翻倍股，只赚了42%，宝宝心里苦啊
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梦想去拉萨
梦想去拉萨
·
2024-09-07
$英特尔(INTC)$
勉强算看英特尔广告长大的。结果你现在咋变成了个这样，真服了你了
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梦想去拉萨
梦想去拉萨
·
2024-09-02
$拼多多(PDD)$
拼多多真替消费考虑就好了，他只是想你去他那里买东西，如果替消费者考虑，为什么要把所有的差评排到最后，把好评排在最前面，其他平台都是在打击好评返现，只有拼多多在鼓励好评返现，只要你好评截图发给卖家，拼多多会自动帮卖家扣钱打给买家
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梦想去拉萨
梦想去拉萨
·
2024-09-02
$英伟达(NVDA)$
英伟达给社会带来了什么贡献，是让交通环境更顺畅了，还是能更快速把人类送入火星，又或者是普遍增加了霉国国民收入，人们把它捧得那么高，整个就是个概念资金盘
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梦想去拉萨
梦想去拉萨
·
2024-08-30
$小米集团-W(01810)$
可以仔细看看小米Q2的毛利额，手机55亿，家电AIOT 52亿，互联网服务 70多亿，这不是一个制造业商业模式企业的毛利结构，相当可以了
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梦想去拉萨
梦想去拉萨
·
2024-08-30
$理想汽车-W(02015)$
一跌就涨，所以昨天主要是情绪？ 市场的悲观程度很深啊。我不懂车，不过有个懂车的朋友说理想的行业地位挺好
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梦想去拉萨
梦想去拉萨
·
2024-08-26
$微软(MSFT)$
后续要拿什么科技才能稳住3万亿的市值呢，哈哈，大概率得跌，持股的快跑啊
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梦想去拉萨
梦想去拉萨
·
2024-08-26
$特斯拉(TSLA)$
特斯拉所谓的“”月月“”改款其实是死猪不怕烫的降本割韭菜的话术，最终还是会被抛弃。依照之前的套路其实是抹杀了人类追求舒适，追求美，追求标新立异的天性。四年一改款的节奏并不是别人拍脑袋想出来的，而是人这种有思维的物种追求而产生的。宝马在欧洲电动车市场首次击败特斯拉 成为销量冠军小米SU7在中国首次击败特斯拉毛豆3
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亚马逊的电商业务干不过阿里巴巴，不能怪亚马逊自己，因为美国国内的电商市场规模比中国国内差的太远；阿里云干不过AWS，也不能怪阿里巴巴自己，因为美国国内的公共云服务市场规模远远超过中国！水大才能鱼大！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347477989961864","isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347476806877376,"gmtCreate":1725860057043,"gmtModify":1725860058986,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010341","authorIdStr":"10000000000010341"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v>这个行业只有第一才有价值，第二第三就是陪跑的落后产能需要淘汰出请的，而且一个靠买别人ip的组装厂就别出来丢人了吧，连自己的设计能力都没有","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v>这个行业只有第一才有价值，第二第三就是陪跑的落后产能需要淘汰出请的，而且一个靠买别人ip的组装厂就别出来丢人了吧，连自己的设计能力都没有","text":"$英特尔(INTC)$ 这个行业只有第一才有价值，第二第三就是陪跑的落后产能需要淘汰出请的，而且一个靠买别人ip的组装厂就别出来丢人了吧，连自己的设计能力都没有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347476806877376","isVote":1,"tweetType":1,"viewCount":2233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346611048218816,"gmtCreate":1725648690184,"gmtModify":1725648691688,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010341","authorIdStr":"10000000000010341"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$</a> 卖飞了，卖飞了，留下没有格局的泪水，翻倍股，只赚了42%，宝宝心里苦啊","listText":"<a href=\"https://laohu8.com/S/02459\">$升能集团(02459)$</a> 卖飞了，卖飞了，留下没有格局的泪水，翻倍股，只赚了42%，宝宝心里苦啊","text":"$升能集团(02459)$ 卖飞了，卖飞了，留下没有格局的泪水，翻倍股，只赚了42%，宝宝心里苦啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346611048218816","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346610074665096,"gmtCreate":1725648379658,"gmtModify":1725648381109,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010341","authorIdStr":"10000000000010341"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v>勉强算看英特尔广告长大的。结果你现在咋变成了个这样，真服了你了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v>勉强算看英特尔广告长大的。结果你现在咋变成了个这样，真服了你了","text":"$英特尔(INTC)$ 勉强算看英特尔广告长大的。结果你现在咋变成了个这样，真服了你了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346610074665096","isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345037938634992,"gmtCreate":1725259338932,"gmtModify":1725259341099,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010341","authorIdStr":"10000000000010341"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>拼多多真替消费考虑就好了，他只是想你去他那里买东西，如果替消费者考虑，为什么要把所有的差评排到最后，把好评排在最前面，其他平台都是在打击好评返现，只有拼多多在鼓励好评返现，只要你好评截图发给卖家，拼多多会自动帮卖家扣钱打给买家","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>拼多多真替消费考虑就好了，他只是想你去他那里买东西，如果替消费者考虑，为什么要把所有的差评排到最后，把好评排在最前面，其他平台都是在打击好评返现，只有拼多多在鼓励好评返现，只要你好评截图发给卖家，拼多多会自动帮卖家扣钱打给买家","text":"$拼多多(PDD)$ 拼多多真替消费考虑就好了，他只是想你去他那里买东西，如果替消费者考虑，为什么要把所有的差评排到最后，把好评排在最前面，其他平台都是在打击好评返现，只有拼多多在鼓励好评返现，只要你好评截图发给卖家，拼多多会自动帮卖家扣钱打给买家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345037938634992","isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345037425234288,"gmtCreate":1725259149955,"gmtModify":1725259155354,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010341","authorIdStr":"10000000000010341"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>英伟达给社会带来了什么贡献，是让交通环境更顺畅了，还是能更快速把人类送入火星，又或者是普遍增加了霉国国民收入，人们把它捧得那么高，整个就是个概念资金盘","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>英伟达给社会带来了什么贡献，是让交通环境更顺畅了，还是能更快速把人类送入火星，又或者是普遍增加了霉国国民收入，人们把它捧得那么高，整个就是个概念资金盘","text":"$英伟达(NVDA)$ 英伟达给社会带来了什么贡献，是让交通环境更顺畅了，还是能更快速把人类送入火星，又或者是普遍增加了霉国国民收入，人们把它捧得那么高，整个就是个概念资金盘","images":[{"img":"https://static.tigerbbs.com/2efe488b6bbe64d57f9f98ba42225493","width":"600","height":"446"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345037425234288","isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":343969121374576,"gmtCreate":1724998333582,"gmtModify":1724998335241,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010341","authorIdStr":"10000000000010341"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>可以仔细看看小米Q2的毛利额，手机55亿，家电AIOT 52亿，互联网服务 70多亿，这不是一个制造业商业模式企业的毛利结构，相当可以了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>可以仔细看看小米Q2的毛利额，手机55亿，家电AIOT 52亿，互联网服务 70多亿，这不是一个制造业商业模式企业的毛利结构，相当可以了","text":"$小米集团-W(01810)$ 可以仔细看看小米Q2的毛利额，手机55亿，家电AIOT 52亿，互联网服务 70多亿，这不是一个制造业商业模式企业的毛利结构，相当可以了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343969121374576","isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343968040685808,"gmtCreate":1724998133378,"gmtModify":1724998134954,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010341","authorIdStr":"10000000000010341"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> <v-v data-views=\"1\"></v-v>一跌就涨，所以昨天主要是情绪？ 市场的悲观程度很深啊。我不懂车，不过有个懂车的朋友说理想的行业地位挺好","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> <v-v data-views=\"1\"></v-v>一跌就涨，所以昨天主要是情绪？ 市场的悲观程度很深啊。我不懂车，不过有个懂车的朋友说理想的行业地位挺好","text":"$理想汽车-W(02015)$ 一跌就涨，所以昨天主要是情绪？ 市场的悲观程度很深啊。我不懂车，不过有个懂车的朋友说理想的行业地位挺好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343968040685808","isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342582894534896,"gmtCreate":1724659962931,"gmtModify":1724659964580,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010341","authorIdStr":"10000000000010341"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v>后续要拿什么科技才能稳住3万亿的市值呢，哈哈，大概率得跌，持股的快跑啊","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v>后续要拿什么科技才能稳住3万亿的市值呢，哈哈，大概率得跌，持股的快跑啊","text":"$微软(MSFT)$ 后续要拿什么科技才能稳住3万亿的市值呢，哈哈，大概率得跌，持股的快跑啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342582894534896","isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342582074347888,"gmtCreate":1724659699054,"gmtModify":1724659702347,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010341","authorIdStr":"10000000000010341"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v>特斯拉所谓的“”月月“”改款其实是死猪不怕烫的降本割韭菜的话术，最终还是会被抛弃。依照之前的套路其实是抹杀了人类追求舒适，追求美，追求标新立异的天性。四年一改款的节奏并不是别人拍脑袋想出来的，而是人这种有思维的物种追求而产生的。宝马在欧洲电动车市场首次击败特斯拉 成为销量冠军小米SU7在中国首次击败特斯拉毛豆3","listText":"<a 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