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微微流年
微微流年
·
03-13 16:12
美以伊战争如果打个一年半载，或者几个月，那些跟石油、能源关系不大的行业，像文化传媒、券商这些，反而可能成为资金避风港。而且看历史上那几次对全球经济影响大的战争，咱们A股的交易量反而都是放大的，钱进来了，券商肯定先受益。不是鼓吹打仗，但真到那一步，确实是这样。先边走边看，现在就看量能什么时候放大。
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微微流年
微微流年
·
03-12
马上开GTC大会了，黄仁勋之前把AI产业分成五层，按他的框架捋，用意就很明显了，底层能源要跟上，Rubin新平台要上800V高压方案；芯片和基础设施这块，光互联技术和液冷散热是硬需求；顶层应用像自动驾驶、机器人这些已经在跑了。说白了就是上面每跑一个应用，下面每一层都得配套升级，从发电厂到芯片再到散热，整条链都有机会。就是看这个五层结构怎么一步步搭起来。
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微微流年
微微流年
·
03-12
$甲骨文(ORCL)$
有点可惜，昨晚挂了160没接到。现在看财报，基本面确实在转，投资节奏也收紧了，这个位置感觉还是值得继续看。
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285
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微微流年
微微流年
·
03-12
$蔚来(NIO)$
这次财报真挺给力的，首次单季盈利，毛利率也上来了，现金储备回升到459亿。股价今天直接大涨，市值重回千亿港元。之前一直担心蔚来烧钱，现在看降本增效效果明显，换电站网络也铺开了，最难的阶段应该过去了。李斌说今年要推三款大SUV，研发投入保持高水准，目标是明年实现全年盈利。期待后续表现。
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微微流年
微微流年
·
2024-09-08
$阿里巴巴(BABA)$
阿里巴巴现在的价格绝对对得起大陆投资人的期待，如果有人买阿里巴巴股票还能亏钱，就应该多去恨自己的无能了！总市值比十年前在纽约IPO的时候还要低！阿里巴巴现在的商业生态是10年前能比的吗？阿里巴巴敢放开胆子展示自己真实赚钱能力的时候，应该不远了！
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微微流年
微微流年
·
2024-09-07
$拼多多(PDD)$
业绩这么好的一只股票，就因为财报会议上一句话，跌成这样。关键之后还没有迅速修复。真有点离谱
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微微流年
微微流年
·
2024-09-06
$蔚来(NIO)$
蔚来不太看好，产品的主要竞争对手是hw，虽然产品不错，但营销方面估计要被按在地上摩擦了
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4,104
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1
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微微流年
微微流年
·
2024-09-06
$小米集团-W(01810)$
跌破18应该会启动趋势上行，目标价200元，所以这几块钱涨跌无伤大雅
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微微流年
微微流年
·
2024-09-05
$腾讯控股(00700)$
10/30,30亿成交额有10亿是自己买的，难为回购操盘手了！再不大涨说不过去
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微微流年
微微流年
·
2024-09-04
$蔚来(NIO)$
财报后跌是肯定的，问题是跌多少？我猜跌破3.5
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 这次财报真挺给力的，首次单季盈利，毛利率也上来了，现金储备回升到459亿。股价今天直接大涨，市值重回千亿港元。之前一直担心蔚来烧钱，现在看降本增效效果明显，换电站网络也铺开了，最难的阶段应该过去了。李斌说今年要推三款大SUV，研发投入保持高水准，目标是明年实现全年盈利。期待后续表现。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 这次财报真挺给力的，首次单季盈利，毛利率也上来了，现金储备回升到459亿。股价今天直接大涨，市值重回千亿港元。之前一直担心蔚来烧钱，现在看降本增效效果明显，换电站网络也铺开了，最难的阶段应该过去了。李斌说今年要推三款大SUV，研发投入保持高水准，目标是明年实现全年盈利。期待后续表现。","text":"$蔚来(NIO)$ 这次财报真挺给力的，首次单季盈利，毛利率也上来了，现金储备回升到459亿。股价今天直接大涨，市值重回千亿港元。之前一直担心蔚来烧钱，现在看降本增效效果明显，换电站网络也铺开了，最难的阶段应该过去了。李斌说今年要推三款大SUV，研发投入保持高水准，目标是明年实现全年盈利。期待后续表现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/541803569611008","isVote":1,"tweetType":1,"viewCount":4087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347079153205384,"gmtCreate":1725762900786,"gmtModify":1725762904766,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010343","authorIdStr":"10000000000010343"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v> 阿里巴巴现在的价格绝对对得起大陆投资人的期待，如果有人买阿里巴巴股票还能亏钱，就应该多去恨自己的无能了！总市值比十年前在纽约IPO的时候还要低！阿里巴巴现在的商业生态是10年前能比的吗？阿里巴巴敢放开胆子展示自己真实赚钱能力的时候，应该不远了！","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"1\"></v-v> 阿里巴巴现在的价格绝对对得起大陆投资人的期待，如果有人买阿里巴巴股票还能亏钱，就应该多去恨自己的无能了！总市值比十年前在纽约IPO的时候还要低！阿里巴巴现在的商业生态是10年前能比的吗？阿里巴巴敢放开胆子展示自己真实赚钱能力的时候，应该不远了！","text":"$阿里巴巴(BABA)$ 阿里巴巴现在的价格绝对对得起大陆投资人的期待，如果有人买阿里巴巴股票还能亏钱，就应该多去恨自己的无能了！总市值比十年前在纽约IPO的时候还要低！阿里巴巴现在的商业生态是10年前能比的吗？阿里巴巴敢放开胆子展示自己真实赚钱能力的时候，应该不远了！","images":[{"img":"https://static.tigerbbs.com/8517d4115a9eef119e6d0a01c18d7f86","width":"250","height":"252"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347079153205384","isVote":1,"tweetType":1,"viewCount":6108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":346730384908424,"gmtCreate":1725677752276,"gmtModify":1725677756033,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010343","authorIdStr":"10000000000010343"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 业绩这么好的一只股票，就因为财报会议上一句话，跌成这样。关键之后还没有迅速修复。真有点离谱","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 业绩这么好的一只股票，就因为财报会议上一句话，跌成这样。关键之后还没有迅速修复。真有点离谱","text":"$拼多多(PDD)$ 业绩这么好的一只股票，就因为财报会议上一句话，跌成这样。关键之后还没有迅速修复。真有点离谱","images":[{"img":"https://static.tigerbbs.com/60ca46d7cdaaf82645605d8b3e783b57","width":"191","height":"209"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346730384908424","isVote":1,"tweetType":1,"viewCount":4574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":346509264085128,"gmtCreate":1725623767701,"gmtModify":1725623769242,"author":{"id":"10000000000010343","authorId":"10000000000010343","name":"微微流年","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010343","authorIdStr":"10000000000010343"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v> 蔚来不太看好，产品的主要竞争对手是hw，虽然产品不错，但营销方面估计要被按在地上摩擦了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v> 蔚来不太看好，产品的主要竞争对手是hw，虽然产品不错，但营销方面估计要被按在地上摩擦了","text":"$蔚来(NIO)$ 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