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扒拉算盘珠子
扒拉算盘珠子
·
04-22
$联合健康(UNH)$
UNH这财报太硬了，营收和利润都大超预期，医疗赔付率也降下来了。之前跌那么多纯粹是市场瞎担心，基本面根本没变。300以下随便买，现在弹起来才刚开始。
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1
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扒拉算盘珠子
扒拉算盘珠子
·
04-22
$特斯拉(TSLA)$
现在最大的问题是AI故事跑得太快，业绩跟得太慢。FSD、Cybercab、Optimus，哪样离大规模商业化都很遥远。股价全靠叙事撑着，万一电话会上拿不出点硬东西，估值就得往下压。
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599
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扒拉算盘珠子
扒拉算盘珠子
·
04-22
沃什听证会上放鹰，降息基本没戏了。科技股对利率最敏感，涨得多跌得也快。
$纳斯达克(.IXIC)$
短期别指望大反弹。
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189
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扒拉算盘珠子
扒拉算盘珠子
·
04-16
财报好坏股价短期怎么走，跟长期逻辑是两码事。
$台积电(TSM)$
3nm产能供不应求、CoWoS还在拼命扩、AI需求还在往上走，这些基本盘一点没变。手想上车的，回调反而是机会。台积电还是那个台积电。
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1,016
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扒拉算盘珠子
扒拉算盘珠子
·
04-16
别看
$英伟达(NVDA)$
股价涨得欢，其实真正的底牌是CUDA生态。企业换了平台成本太高，长线拿着没问题。短期波动别太当回事。
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1,558
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1
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扒拉算盘珠子
扒拉算盘珠子
·
04-16
$纳斯达克(.IXIC)$
11连阳，直接创新高，但道指还在那晃悠。感觉就是有人在边拉边出货。中东那边马上要全面开打了，能源、电力、民生设施全在轰炸名单上。市场全靠谈判预期吊着，真炸起来，这位置追进去的全得站岗。
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946
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扒拉算盘珠子
扒拉算盘珠子
·
04-10
市场还拿
$阿里巴巴(BABA)$
当电商股看，其实AI那条线已经搭好了。云业务增速不慢，大模型调用量也冲到前面。现在港股一百多，机构看到160。这个位置往下空间有限，往上弹性不小，值不值得赌，自己判断。
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扒拉算盘珠子
扒拉算盘珠子
·
04-10
$谷歌(GOOG)$
这次是真把TPU玩明白了。从自己用到租给别人，生态闭环越走越顺。模型也不差，云也起来了，三张牌凑一块，这护城河够宽的。拿着别动。
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1
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扒拉算盘珠子
扒拉算盘珠子
·
04-10
$美光科技(MU)$
这波涨得猛，不是瞎炒。AI对存储的需求太凶了，产能根本跟不上，供不应求还得持续很久。手里有货的拿住，别被震下车。这趋势没变，跌了就是加仓机会。
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扒拉算盘珠子
扒拉算盘珠子
·
04-10
纳指七连涨风光无限，
$道琼斯(.DJI)$
就是个跟班的。没办法，科技股故事多，道指那些老行业没人爱。但话说回来，跌的时候道指也抗跌。现在这行情，追纳指怕高，买道指又嫌慢。我自己还是拿点道指ETF，图个稳当。
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UNH这财报太硬了，营收和利润都大超预期，医疗赔付率也降下来了。之前跌那么多纯粹是市场瞎担心，基本面根本没变。300以下随便买，现在弹起来才刚开始。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/556355817349952","isVote":1,"tweetType":1,"viewCount":660,"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":"医疗赔付率降了，问题是能不能持续","text":"医疗赔付率降了，问题是能不能持续","html":"医疗赔付率降了，问题是能不能持续"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556353970610216,"gmtCreate":1776839063556,"gmtModify":1776839066263,"author":{"id":"10000000000010342","authorId":"10000000000010342","name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010342","idStr":"10000000000010342"},"themes":[],"title":"","htmlText":"<a 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3nm产能供不应求、CoWoS还在拼命扩、AI需求还在往上走，这些基本盘一点没变。手想上车的，回调反而是机会。台积电还是那个台积电。","text":"财报好坏股价短期怎么走，跟长期逻辑是两码事。 $台积电(TSM)$ 3nm产能供不应求、CoWoS还在拼命扩、AI需求还在往上走，这些基本盘一点没变。手想上车的，回调反而是机会。台积电还是那个台积电。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554208331101048","isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554208179815304,"gmtCreate":1776310934183,"gmtModify":1776310936996,"author":{"id":"10000000000010342","authorId":"10000000000010342","name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010342","idStr":"10000000000010342"},"themes":[],"title":"","htmlText":"别看 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 股价涨得欢，其实真正的底牌是CUDA生态。企业换了平台成本太高，长线拿着没问题。短期波动别太当回事。","listText":"别看 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 股价涨得欢，其实真正的底牌是CUDA生态。企业换了平台成本太高，长线拿着没问题。短期波动别太当回事。","text":"别看 $英伟达(NVDA)$ 股价涨得欢，其实真正的底牌是CUDA生态。企业换了平台成本太高，长线拿着没问题。短期波动别太当回事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/554208179815304","isVote":1,"tweetType":1,"viewCount":1558,"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,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"content":"底牌大家都看清了，所以股价才这么贵。共识就是拥挤","text":"底牌大家都看清了，所以股价才这么贵。共识就是拥挤","html":"底牌大家都看清了，所以股价才这么贵。共识就是拥挤"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554207647503256,"gmtCreate":1776310901225,"gmtModify":1776310904102,"author":{"id":"10000000000010342","authorId":"10000000000010342","name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010342","idStr":"10000000000010342"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 11连阳，直接创新高，但道指还在那晃悠。感觉就是有人在边拉边出货。中东那边马上要全面开打了，能源、电力、民生设施全在轰炸名单上。市场全靠谈判预期吊着，真炸起来，这位置追进去的全得站岗。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 11连阳，直接创新高，但道指还在那晃悠。感觉就是有人在边拉边出货。中东那边马上要全面开打了，能源、电力、民生设施全在轰炸名单上。市场全靠谈判预期吊着，真炸起来，这位置追进去的全得站岗。","text":"$纳斯达克(.IXIC)$ 11连阳，直接创新高，但道指还在那晃悠。感觉就是有人在边拉边出货。中东那边马上要全面开打了，能源、电力、民生设施全在轰炸名单上。市场全靠谈判预期吊着，真炸起来，这位置追进去的全得站岗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554207647503256","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552018449006672,"gmtCreate":1775807021576,"gmtModify":1775807024440,"author":{"id":"10000000000010342","authorId":"10000000000010342","name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010342","idStr":"10000000000010342"},"themes":[],"title":"","htmlText":"市场还拿 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 当电商股看，其实AI那条线已经搭好了。云业务增速不慢，大模型调用量也冲到前面。现在港股一百多，机构看到160。这个位置往下空间有限，往上弹性不小，值不值得赌，自己判断。","listText":"市场还拿 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 当电商股看，其实AI那条线已经搭好了。云业务增速不慢，大模型调用量也冲到前面。现在港股一百多，机构看到160。这个位置往下空间有限，往上弹性不小，值不值得赌，自己判断。","text":"市场还拿 $阿里巴巴(BABA)$ 当电商股看，其实AI那条线已经搭好了。云业务增速不慢，大模型调用量也冲到前面。现在港股一百多，机构看到160。这个位置往下空间有限，往上弹性不小，值不值得赌，自己判断。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/552018449006672","isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496903071936981","authorId":"3496903071936981","name":"我是一颗小韭菜菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3496903071936981","idStr":"3496903071936981"},"content":"你在扯淡吗，国内整个互联网这个营收规模的增速稳定30以上，你找出第二个来","text":"你在扯淡吗，国内整个互联网这个营收规模的增速稳定30以上，你找出第二个来","html":"你在扯淡吗，国内整个互联网这个营收规模的增速稳定30以上，你找出第二个来"},{"author":{"id":"10000000000010341","authorId":"10000000000010341","name":"梦想去拉萨","avatar":"https://static.tigerbbs.com/434a392120743c03875df94586296ddf","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010341","idStr":"10000000000010341"},"content":"云业务增速不慢，但也没多快","text":"云业务增速不慢，但也没多快","html":"云业务增速不慢，但也没多快"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552017947807888,"gmtCreate":1775806990486,"gmtModify":1775806993003,"author":{"id":"10000000000010342","authorId":"10000000000010342","name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010342","idStr":"10000000000010342"},"themes":[],"title":"","htmlText":"<a 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