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你懂的盼
你懂的盼
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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
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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
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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
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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
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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
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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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你懂的盼
你懂的盼
·
2024-09-05
$腾讯控股(00700)$
似乎逻辑都搞不明白 想想自己是资本的时候会怎么做就明白了 这根本不会是危机 很快就利益分配合理 中概唯一可能能涨回去的 只有腾讯
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你懂的盼
你懂的盼
·
2024-09-05
$蔚来(NIO)$
$极氪(ZK)$
我目前认为蔚来股权没有价值,他是个需要不断融资才能生存的企业,自身没有造血能力。如果融不到钱,可能两年内破产,融到钱,小股东被不断摊薄。加上极氪,我认为这两家公司的股权没有价值,做他们的客户还是不错。
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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":3424,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494295358644671","authorId":"3494295358644671","name":"西北股神","avatar":"https://static.tigerbbs.com/88c2c317df030acfd0e92d697ea3c20e","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3494295358644671","idStr":"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"}],"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,"authorIdStr":"10000000000010344","idStr":"10000000000010344"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> <v-v data-views=\"0\"></v-v> 主流媒体未消化非农,可能星期一再有更多人卖","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> <v-v data-views=\"0\"></v-v> 主流媒体未消化非农,可能星期一再有更多人卖","text":"$博通(AVGO)$ 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":2774,"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,"authorIdStr":"10000000000010344","idStr":"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":3554,"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,"authorIdStr":"10000000000010344","idStr":"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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一个能长期持有的公司"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346150919061640,"gmtCreate":1725536281123,"gmtModify":1725536283287,"author":{"id":"10000000000010344","authorId":"10000000000010344","name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010344","idStr":"10000000000010344"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a> <v-v data-views=\"0\"></v-v> 我目前认为蔚来股权没有价值,他是个需要不断融资才能生存的企业,自身没有造血能力。如果融不到钱,可能两年内破产,融到钱,小股东被不断摊薄。加上极氪,我认为这两家公司的股权没有价值,做他们的客户还是不错。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a> <v-v data-views=\"0\"></v-v> 我目前认为蔚来股权没有价值,他是个需要不断融资才能生存的企业,自身没有造血能力。如果融不到钱,可能两年内破产,融到钱,小股东被不断摊薄。加上极氪,我认为这两家公司的股权没有价值,做他们的客户还是不错。","text":"$蔚来(NIO)$ $极氪(ZK)$ 我目前认为蔚来股权没有价值,他是个需要不断融资才能生存的企业,自身没有造血能力。如果融不到钱,可能两年内破产,融到钱,小股东被不断摊薄。加上极氪,我认为这两家公司的股权没有价值,做他们的客户还是不错。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/346150919061640","isVote":1,"tweetType":1,"viewCount":4534,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520401691479945","authorId":"3520401691479945","name":"Jesse7777","avatar":"https://static.tigerbbs.com/5374c68981330734e625c14f7a8af6cf","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3520401691479945","idStr":"3520401691479945"},"content":"你这不是悖论么?股权也就是公司没价值,你还要做他的客户?跟威马一样倒闭了有啥用。想清楚再回答吧,就像PDD一样,亏损的时候你不屑一顾,等盈利了,你高攀不起 [开心]","text":"你这不是悖论么?股权也就是公司没价值,你还要做他的客户?跟威马一样倒闭了有啥用。想清楚再回答吧,就像PDD一样,亏损的时候你不屑一顾,等盈利了,你高攀不起 [开心]","html":"你这不是悖论么?股权也就是公司没价值,你还要做他的客户?跟威马一样倒闭了有啥用。想清楚再回答吧,就像PDD一样,亏损的时候你不屑一顾,等盈利了,你高攀不起 [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}