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你懂的盼
你懂的盼
·
03-12
IEA抛储的消息一出，油价先跳水后反弹，说明市场根本不买账。其实大家都清楚，缺的是真正能运出来的油，霍尔木兹那边一天不通，原油的供给就一天不安稳，抛储顶多算个心理按摩。
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你懂的盼
你懂的盼
·
03-12
这数据就是走个形式，打仗前的老数据有啥好看的。现在是地缘主导盘面，霍尔木兹那边一天不通，油价一天不下来，后面通胀迟早要补涨。
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你懂的盼
你懂的盼
·
2024-10-11
$三倍做多富时中国ETF-Direxion(YINN)$
有神秘力量护盘叠加 5000 亿落地，希望 YINN能跟随，手里持币就有了成本定价权（当然如果一路飘红不调整我也高兴，调整我就进）把自己当无情的操作机器，谁怕谁😂我知道长期持有有磨损，但我也不可能亏着出，时间成本当学费好了
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你懂的盼
你懂的盼
·
2024-09-20
$阿里巴巴(BABA)$
可算破新高了我的阿里！[财迷][财迷] 原本以为改革成功入选港股通之日就是是起飞之时，没想到还要再叠加个降息的buff，只记得当时硬生生给我call单磨了不少，以至于后续复盘总结的经验就是中概期权不追涨，只搞长期但好在正股拿住了。加油！月内破个一百，事物都是螺旋上升式发展的，有涨有跌的向上进步才是健康的，令人安心的成长方式，拼多多大跌连带着阿里下探，机遇与挑战并存，给足了看多者上车的空间。
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你懂的盼
你懂的盼
·
2024-09-08
$超微电脑(SMCI)$
惨在就说没有关键技术在手只是依附Nvidia上来，被取代性太高，现在虽然有业绩很快会被其他更便宜的厂商稀释获利
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你懂的盼
你懂的盼
·
2024-09-07
$拼多多(PDD)$
市盈率都没几个人讲得清楚，跌一点，趁早倒闭，根本都是赌徒心理。拼多多就是好公司，反正我买了半年后120期权，几个月就会回来，妥妥的
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你懂的盼
你懂的盼
·
2024-09-07
$博通(AVGO)$
主流媒体未消化非农，可能星期一再有更多人卖
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你懂的盼
你懂的盼
·
2024-09-06
$超微电脑(SMCI)$
smci超跌得厉害 上次nvda90的时候smci480-510， 希望smci能够快快恢复，目前只要业绩报告没问题，smci的业绩支撑600-700应该没啥问题，这个股价比起dell便宜好多好多，smci加速计算机份额占比比dell大
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你懂的盼
你懂的盼
·
2024-09-06
$小米集团-W(01810)$
市场对小米汽车的毛利率预期还是低了。小米明年发布suv车型后，我们倾向于认为小米造车部分最迟在明年三季度能实现盈利，明年suv车型发布后，小米的股价有较大可能会在25-28这一价格区间。
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你懂的盼
你懂的盼
·
2024-09-06
$英伟达(NVDA)$
今天非农利好，然后借非农拉一波，作为131到103的首次反弹，到113.4，黄金分割，然后继续下跌到105之后开始缓涨小碎步到130，等11月50系显卡发布大卖，顺势消息推动拉高破新高，25Q1看150
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href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 惨在就说没有关键技术在手只是依附Nvidia上来，被取代性太高，现在虽然有业绩很快会被其他更便宜的厂商稀释获利","text":"$超微电脑(SMCI)$ 惨在就说没有关键技术在手只是依附Nvidia上来，被取代性太高，现在虽然有业绩很快会被其他更便宜的厂商稀释获利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347075184193728","isVote":1,"tweetType":1,"viewCount":4585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346730473685128,"gmtCreate":1725677773951,"gmtModify":1725677777231,"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010344","authorIdStr":"10000000000010344"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 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市盈率都没几个人讲得清楚，跌一点，趁早倒闭，根本都是赌徒心理。拼多多就是好公司，反正我买了半年后120期权，几个月就会回来，妥妥的","images":[{"img":"https://static.tigerbbs.com/22d90093ecdfaf99826a37c68cb26bdb","width":"217","height":"234"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/346730473685128","isVote":1,"tweetType":1,"viewCount":6435,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494295358644671","authorId":"3494295358644671","name":"西北股神","avatar":"https://static.tigerbbs.com/88c2c317df030acfd0e92d697ea3c20e","crmLevel":7,"crmLevelSwitch":0,"idStr":"3494295358644671","authorIdStr":"3494295358644671"},"content":"公司是好，架不住创始人自己给自己捅刀子，founder这么玩，资本市场早晚会抛弃","text":"公司是好，架不住创始人自己给自己捅刀子，founder这么玩，资本市场早晚会抛弃","html":"公司是好，架不住创始人自己给自己捅刀子，founder这么玩，资本市场早晚会抛弃"},{"author":{"id":"3494074739357469","authorId":"3494074739357469","name":"减肥自律中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3494074739357469","authorIdStr":"3494074739357469"},"content":"好股票不等于好公司，好公司不等于好股票","text":"好股票不等于好公司，好公司不等于好股票","html":"好股票不等于好公司，好公司不等于好股票"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":346722805027008,"gmtCreate":1725675974561,"gmtModify":1725675978300,"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010344","authorIdStr":"10000000000010344"},"themes":[],"htmlText":"<a 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主流媒体未消化非农，可能星期一再有更多人卖","images":[{"img":"https://static.tigerbbs.com/feaeb5ae0ceee697fc0ca9de4169e5c3","width":"210","height":"234"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346722805027008","isVote":1,"tweetType":1,"viewCount":4421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":346542671900864,"gmtCreate":1725631996746,"gmtModify":1725631998522,"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010344","authorIdStr":"10000000000010344"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"1\"></v-v> smci超跌得厉害 上次nvda90的时候smci480-510， 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希望smci能够快快恢复，目前只要业绩报告没问题，smci的业绩支撑600-700应该没啥问题，这个股价比起dell便宜好多好多，smci加速计算机份额占比比dell大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346542671900864","isVote":1,"tweetType":1,"viewCount":6572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346502263206024,"gmtCreate":1725622058501,"gmtModify":1725622061456,"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010344","authorIdStr":"10000000000010344"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v> 市场对小米汽车的毛利率预期还是低了。小米明年发布suv车型后，我们倾向于认为小米造车部分最迟在明年三季度能实现盈利，明年suv车型发布后，小米的股价有较大可能会在25-28这一价格区间。","listText":"<a 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