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梦想去拉萨
梦想去拉萨
·
05-01
$谷歌(GOOG)$
这份财报确实没得挑，营收利润都涨得挺好，云业务也突破了一个大关。还开始回购分红，对股东挺大方。盘后大涨，合情合理。
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梦想去拉萨
梦想去拉萨
·
04-30
$苹果(AAPL)$
在AI上还是慢半拍，微软谷歌都在猛烧钱，它还在挤牙膏。光靠硬件撑不住现在这个估值。明天财报要是没超预期，股价得承压。
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507
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1
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梦想去拉萨
梦想去拉萨
·
04-29
没有这场战争，黄金股不会跌到去年关那个税战时的股价。市场对黄金的逻辑有疑问，就是利率的问题。
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519
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梦想去拉萨
梦想去拉萨
·
04-29
$谷歌(GOOG)$
今晚就看云业务能不能撑住场子，花那么多钱搞TPU，总得拿出点成绩吧。要是云增速再掉链子，盘后怕是要被砸。
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1,090
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2
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编组 21备份 2
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梦想去拉萨
梦想去拉萨
·
04-22
$联合健康(UNH)$
这次最大的亮点是AI投资开始见效了，回报率至少2比1，今年也还有计划，加上回购，管理层自己都觉得股价便宜。有业绩、有回购、有AI故事，这票拿着踏实。
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1,281
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1
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梦想去拉萨
梦想去拉萨
·
04-22
$特斯拉(TSLA)$
AI5芯片流片是实打实的进展，FSD在欧洲拿到批准，机器人夏天也要投产，这三块是撑估值的命脉。AI故事说的天花乱坠，兑现速度才是关键。先拿着看看吧。
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1,018
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梦想去拉萨
梦想去拉萨
·
04-22
通胀预期在涨，油价又高，美联储不敢松手。不管谁当一把手，短期利率下不来。市场没方向，多看少动，别追高。
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394
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梦想去拉萨
梦想去拉萨
·
04-16
$IONQ Inc.(IONQ)$
一年营收才2亿多美金，市值干到150多亿，PS快70倍。英伟达入局做量子软件栈，万一哪天自己搞硬件，这群小弟全得重估。CEO说2027年前还在烧钱，盈亏平衡要等到十年末。这种票，赚了就跑，别做长线情人。
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梦想去拉萨
梦想去拉萨
·
04-16
$特斯拉(TSLA)$
AI5芯片流片了，性能比上一代提升几十倍，能耗还更低。马斯克这次玩真的，FSD、机器人都等着这颗芯。瑞银都松口上调评级了，手里有的拿住。
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梦想去拉萨
梦想去拉萨
·
04-13
美国现在直接把伊朗港口堵了，油价又涨上去了。现在92号汽油都快9块了，后面还得涨，短期下不来。这仗再打下去，钱包真扛不住。
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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 在AI上还是慢半拍，微软谷歌都在猛烧钱，它还在挤牙膏。光靠硬件撑不住现在这个估值。明天财报要是没超预期，股价得承压。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 在AI上还是慢半拍，微软谷歌都在猛烧钱，它还在挤牙膏。光靠硬件撑不住现在这个估值。明天财报要是没超预期，股价得承压。","text":"$苹果(AAPL)$ 在AI上还是慢半拍，微软谷歌都在猛烧钱，它还在挤牙膏。光靠硬件撑不住现在这个估值。明天财报要是没超预期，股价得承压。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559092796575776","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"content":"明天财报超不超预期，跟AI关系不大。iPhone销量才是命门","text":"明天财报超不超预期，跟AI关系不大。iPhone销量才是命门","html":"明天财报超不超预期，跟AI关系不大。iPhone销量才是命门"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558758368092864,"gmtCreate":1777448328862,"gmtModify":1777448399671,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"没有这场战争，黄金股不会跌到去年关那个税战时的股价。市场对黄金的逻辑有疑问，就是利率的问题。","listText":"没有这场战争，黄金股不会跌到去年关那个税战时的股价。市场对黄金的逻辑有疑问，就是利率的问题。","text":"没有这场战争，黄金股不会跌到去年关那个税战时的股价。市场对黄金的逻辑有疑问，就是利率的问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558758368092864","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558758252142624,"gmtCreate":1777448297675,"gmtModify":1777448300297,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 今晚就看云业务能不能撑住场子，花那么多钱搞TPU，总得拿出点成绩吧。要是云增速再掉链子，盘后怕是要被砸。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 今晚就看云业务能不能撑住场子，花那么多钱搞TPU，总得拿出点成绩吧。要是云增速再掉链子，盘后怕是要被砸。","text":"$谷歌(GOOG)$ 今晚就看云业务能不能撑住场子，花那么多钱搞TPU，总得拿出点成绩吧。要是云增速再掉链子，盘后怕是要被砸。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/558758252142624","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010342","authorId":"10000000000010342","name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010342","idStr":"10000000000010342"},"content":"砸了那么多钱搞TPU，云增速要是还掉，市场可没耐心听你解释","text":"砸了那么多钱搞TPU，云增速要是还掉，市场可没耐心听你解释","html":"砸了那么多钱搞TPU，云增速要是还掉，市场可没耐心听你解释"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556354442888072,"gmtCreate":1776839269443,"gmtModify":1776839345240,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 这次最大的亮点是AI投资开始见效了，回报率至少2比1，今年也还有计划，加上回购，管理层自己都觉得股价便宜。有业绩、有回购、有AI故事，这票拿着踏实。","listText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 这次最大的亮点是AI投资开始见效了，回报率至少2比1，今年也还有计划，加上回购，管理层自己都觉得股价便宜。有业绩、有回购、有AI故事，这票拿着踏实。","text":"$联合健康(UNH)$ 这次最大的亮点是AI投资开始见效了，回报率至少2比1，今年也还有计划，加上回购，管理层自己都觉得股价便宜。有业绩、有回购、有AI故事，这票拿着踏实。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/556354442888072","isVote":1,"tweetType":1,"viewCount":1281,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010344","idStr":"10000000000010344"},"content":"回购20亿听着多，对比市值就是洒洒水","text":"回购20亿听着多，对比市值就是洒洒水","html":"回购20亿听着多，对比市值就是洒洒水"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556354455445544,"gmtCreate":1776839181924,"gmtModify":1776839184492,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> AI5芯片流片是实打实的进展，FSD在欧洲拿到批准，机器人夏天也要投产，这三块是撑估值的命脉。AI故事说的天花乱坠，兑现速度才是关键。先拿着看看吧。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> AI5芯片流片是实打实的进展，FSD在欧洲拿到批准，机器人夏天也要投产，这三块是撑估值的命脉。AI故事说的天花乱坠，兑现速度才是关键。先拿着看看吧。","text":"$特斯拉(TSLA)$ AI5芯片流片是实打实的进展，FSD在欧洲拿到批准，机器人夏天也要投产，这三块是撑估值的命脉。AI故事说的天花乱坠，兑现速度才是关键。先拿着看看吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556354455445544","isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556354316333152,"gmtCreate":1776839148383,"gmtModify":1776839150857,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"通胀预期在涨，油价又高，美联储不敢松手。不管谁当一把手，短期利率下不来。市场没方向，多看少动，别追高。","listText":"通胀预期在涨，油价又高，美联储不敢松手。不管谁当一把手，短期利率下不来。市场没方向，多看少动，别追高。","text":"通胀预期在涨，油价又高，美联储不敢松手。不管谁当一把手，短期利率下不来。市场没方向，多看少动，别追高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556354316333152","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554209204986688,"gmtCreate":1776311183336,"gmtModify":1776311185986,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IONQ\">$IONQ Inc.(IONQ)$</a> 一年营收才2亿多美金，市值干到150多亿，PS快70倍。英伟达入局做量子软件栈，万一哪天自己搞硬件，这群小弟全得重估。CEO说2027年前还在烧钱，盈亏平衡要等到十年末。这种票，赚了就跑，别做长线情人。","listText":"<a href=\"https://laohu8.com/S/IONQ\">$IONQ Inc.(IONQ)$</a> 一年营收才2亿多美金，市值干到150多亿，PS快70倍。英伟达入局做量子软件栈，万一哪天自己搞硬件，这群小弟全得重估。CEO说2027年前还在烧钱，盈亏平衡要等到十年末。这种票，赚了就跑，别做长线情人。","text":"$IONQ Inc.(IONQ)$ 一年营收才2亿多美金，市值干到150多亿，PS快70倍。英伟达入局做量子软件栈，万一哪天自己搞硬件，这群小弟全得重估。CEO说2027年前还在烧钱，盈亏平衡要等到十年末。这种票，赚了就跑，别做长线情人。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554209204986688","isVote":1,"tweetType":1,"viewCount":2067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010344","idStr":"10000000000010344"},"content":"赚了就跑？问题是能不能赚到。哪天英伟达发个白皮书，你跑都跑不掉。","text":"赚了就跑？问题是能不能赚到。哪天英伟达发个白皮书，你跑都跑不掉。","html":"赚了就跑？问题是能不能赚到。哪天英伟达发个白皮书，你跑都跑不掉。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554208473092160,"gmtCreate":1776311096336,"gmtModify":1776311098592,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> AI5芯片流片了，性能比上一代提升几十倍，能耗还更低。马斯克这次玩真的，FSD、机器人都等着这颗芯。瑞银都松口上调评级了，手里有的拿住。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> AI5芯片流片了，性能比上一代提升几十倍，能耗还更低。马斯克这次玩真的，FSD、机器人都等着这颗芯。瑞银都松口上调评级了，手里有的拿住。","text":"$特斯拉(TSLA)$ AI5芯片流片了，性能比上一代提升几十倍，能耗还更低。马斯克这次玩真的，FSD、机器人都等着这颗芯。瑞银都松口上调评级了，手里有的拿住。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/554208473092160","isVote":1,"tweetType":1,"viewCount":2793,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010344","idStr":"10000000000010344"},"content":"流片到量产还隔着一条河，别把新闻当交付","text":"流片到量产还隔着一条河，别把新闻当交付","html":"流片到量产还隔着一条河，别把新闻当交付"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553068462825616,"gmtCreate":1776063463879,"gmtModify":1776063466591,"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"themes":[],"title":"","htmlText":"美国现在直接把伊朗港口堵了，油价又涨上去了。现在92号汽油都快9块了，后面还得涨，短期下不来。这仗再打下去，钱包真扛不住。 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