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2024-08-08
$Palantir Technologies Inc.(PLTR)$
palantir目前是最有潜力的公司,我相信它的技术和未来增长。
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2024-08-08
$特斯拉(TSLA)$
我是坚定看好特斯拉的,拉长期限来看是非常有价值的股票,190入场稳稳的很安心。
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2024-08-08
$苹果(AAPL)$
苹果在大中华区表现确实不佳,增长压力明显变大。除非搭载人工智能的下一代手机能大卖,不然的话32倍PE的苹果,的确性价比不高。。。
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2024-08-08
不太熟悉日股,感觉还是美股好一点。不在自己不熟悉的领域蹦跶,尤其现在又是大震荡,还是要赚认知以内的钱。
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2024-08-08
$超微电脑(SMCI)$
不看好,虽然财报显示业绩很亮眼,但毕竟是一家制造类公司,没有技术护城河,只是恰好赶上ai发展红利了。这么高的估值到底值不值,怎么看都是短期玩的,不买不买。
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1,368
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编组 21备份 2
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·
2024-08-08
$英伟达(NVDA)$
我还是觉得英伟达不会一路下行的。一定程度上的震荡和回调都是正常的,资本市场总会有多种势力在影响;从大势上看,今年内,英伟达业绩还行,这种涨跌会反复出现,不会一路下行的,不过到了明年,市场上智算中心建设基本完成,就会慢慢出现消化不良算力过剩的情况,英伟达的情况就不好说了。总之,现在这个情况,感觉英伟达肯定不会一路高歌猛进的涨了,但上涨空间还是有的,毕竟产品给力,缓慢上涨还是可以的。还是坚定英伟达。
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href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v>palantir目前是最有潜力的公司,我相信它的技术和未来增长。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v>palantir目前是最有潜力的公司,我相信它的技术和未来增长。","text":"$Palantir Technologies Inc.(PLTR)$ palantir目前是最有潜力的公司,我相信它的技术和未来增长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336254367465648","isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336252629139632,"gmtCreate":1723102854730,"gmtModify":1723102856562,"author":{"id":"10000000000010399","authorId":"10000000000010399","name":"回悬","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010399","authorIdStr":"10000000000010399"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v>我是坚定看好特斯拉的,拉长期限来看是非常有价值的股票,190入场稳稳的很安心。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v>我是坚定看好特斯拉的,拉长期限来看是非常有价值的股票,190入场稳稳的很安心。","text":"$特斯拉(TSLA)$ 我是坚定看好特斯拉的,拉长期限来看是非常有价值的股票,190入场稳稳的很安心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336252629139632","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336248869200368,"gmtCreate":1723101878714,"gmtModify":1723103130041,"author":{"id":"10000000000010399","authorId":"10000000000010399","name":"回悬","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010399","authorIdStr":"10000000000010399"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>苹果在大中华区表现确实不佳,增长压力明显变大。除非搭载人工智能的下一代手机能大卖,不然的话32倍PE的苹果,的确性价比不高。。。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>苹果在大中华区表现确实不佳,增长压力明显变大。除非搭载人工智能的下一代手机能大卖,不然的话32倍PE的苹果,的确性价比不高。。。","text":"$苹果(AAPL)$ 苹果在大中华区表现确实不佳,增长压力明显变大。除非搭载人工智能的下一代手机能大卖,不然的话32倍PE的苹果,的确性价比不高。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/336248869200368","isVote":1,"tweetType":1,"viewCount":2959,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3483226391931614","authorId":"3483226391931614","name":"yorick365","avatar":"https://static.tigerbbs.com/8faf1354e035d049abdb545bca959e91","crmLevel":3,"crmLevelSwitch":1,"idStr":"3483226391931614","authorIdStr":"3483226391931614"},"content":"进入AI时代,苹果明显落后,接入chatgpt,在中国还用不了","text":"进入AI时代,苹果明显落后,接入chatgpt,在中国还用不了","html":"进入AI时代,苹果明显落后,接入chatgpt,在中国还用不了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336245990678704,"gmtCreate":1723101234013,"gmtModify":1723101304173,"author":{"id":"10000000000010399","authorId":"10000000000010399","name":"回悬","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010399","authorIdStr":"10000000000010399"},"themes":[],"htmlText":"不太熟悉日股,感觉还是美股好一点。不在自己不熟悉的领域蹦跶,尤其现在又是大震荡,还是要赚认知以内的钱。","listText":"不太熟悉日股,感觉还是美股好一点。不在自己不熟悉的领域蹦跶,尤其现在又是大震荡,还是要赚认知以内的钱。","text":"不太熟悉日股,感觉还是美股好一点。不在自己不熟悉的领域蹦跶,尤其现在又是大震荡,还是要赚认知以内的钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336245990678704","isVote":1,"tweetType":1,"viewCount":1553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336245065056752,"gmtCreate":1723100949968,"gmtModify":1723101129563,"author":{"id":"10000000000010399","authorId":"10000000000010399","name":"回悬","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010399","authorIdStr":"10000000000010399"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v>不看好,虽然财报显示业绩很亮眼,但毕竟是一家制造类公司,没有技术护城河,只是恰好赶上ai发展红利了。这么高的估值到底值不值,怎么看都是短期玩的,不买不买。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v>不看好,虽然财报显示业绩很亮眼,但毕竟是一家制造类公司,没有技术护城河,只是恰好赶上ai发展红利了。这么高的估值到底值不值,怎么看都是短期玩的,不买不买。","text":"$超微电脑(SMCI)$ 不看好,虽然财报显示业绩很亮眼,但毕竟是一家制造类公司,没有技术护城河,只是恰好赶上ai发展红利了。这么高的估值到底值不值,怎么看都是短期玩的,不买不买。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336245065056752","isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336242790486192,"gmtCreate":1723100452715,"gmtModify":1723100898913,"author":{"id":"10000000000010399","authorId":"10000000000010399","name":"回悬","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010399","authorIdStr":"10000000000010399"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>我还是觉得英伟达不会一路下行的。一定程度上的震荡和回调都是正常的,资本市场总会有多种势力在影响;从大势上看,今年内,英伟达业绩还行,这种涨跌会反复出现,不会一路下行的,不过到了明年,市场上智算中心建设基本完成,就会慢慢出现消化不良算力过剩的情况,英伟达的情况就不好说了。总之,现在这个情况,感觉英伟达肯定不会一路高歌猛进的涨了,但上涨空间还是有的,毕竟产品给力,缓慢上涨还是可以的。还是坚定英伟达。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>我还是觉得英伟达不会一路下行的。一定程度上的震荡和回调都是正常的,资本市场总会有多种势力在影响;从大势上看,今年内,英伟达业绩还行,这种涨跌会反复出现,不会一路下行的,不过到了明年,市场上智算中心建设基本完成,就会慢慢出现消化不良算力过剩的情况,英伟达的情况就不好说了。总之,现在这个情况,感觉英伟达肯定不会一路高歌猛进的涨了,但上涨空间还是有的,毕竟产品给力,缓慢上涨还是可以的。还是坚定英伟达。","text":"$英伟达(NVDA)$ 我还是觉得英伟达不会一路下行的。一定程度上的震荡和回调都是正常的,资本市场总会有多种势力在影响;从大势上看,今年内,英伟达业绩还行,这种涨跌会反复出现,不会一路下行的,不过到了明年,市场上智算中心建设基本完成,就会慢慢出现消化不良算力过剩的情况,英伟达的情况就不好说了。总之,现在这个情况,感觉英伟达肯定不会一路高歌猛进的涨了,但上涨空间还是有的,毕竟产品给力,缓慢上涨还是可以的。还是坚定英伟达。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336242790486192","isVote":1,"tweetType":1,"viewCount":2299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}