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宝贝财富
宝贝财富
·
2024-11-01
$英伟达(NVDA)$
英伟达疲态初现，160美元附近见顶，无论是否能再次拉起去摸160美元附近，此处是中期顶的判断是清晰的。
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宝贝财富
宝贝财富
·
2024-10-31
$理想汽车(LI)$
需要想一个问题，主力会在这个时候拉理想吗？拉完呢，帮助节前的人解套，主力自己站岗？没有持续性的利好，财报就算特别好，后续还能炒什么呢，销量基本到顶了
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宝贝财富
宝贝财富
·
2024-10-30
$上证指数(000001.SH)$
如果十月收阴，十一月份必收阳，甚至中阳现在就比耐力！经济数据越差，宽松货币越大，传导机制很慢
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宝贝财富
宝贝财富
·
2024-10-30
$小米集团-W(01810)$
关于小米，其实从财务指标来说，还不如格力值得投资。小米这几年在走下坡路，2020年净利润203亿，此后一路下滑
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宝贝财富
宝贝财富
·
2024-10-29
$谷歌(GOOG)$
谷歌这家公司掺和进政治掺和的太多了，全美那些大型公司，谷歌掺和的最深，是嵌入式掺入政治，风险很大啊
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宝贝财富
宝贝财富
·
2024-10-29
$上证指数(000001.SH)$
延长交易时间肯定算是个机会了，明显能把券商再拉一波，带着指数直接起飞
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宝贝财富
宝贝财富
·
2024-10-28
$亚马逊(AMZN)$
亚马逊的特点在于，资本投入规模越大，采购设备的成本越低，还可以完成小规模玩家无法进行的科技及管理系统投入（比如Kiva）提高效率，因而运营成本也更低，拿住就行了，是很稳的票
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宝贝财富
宝贝财富
·
2024-10-28
$英伟达(NVDA)$
过去一年多美股主要的两个宏大叙事就是Goldilocks + AI”. 这和我最近复盘美股看到的东西一摸一样。过去一年妥妥的就是这东西。英伟达是绝对的主线，后面继续涨
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宝贝财富
宝贝财富
·
2024-10-25
$泡泡玛特(09992)$
泡泡玛特的增速确实有点儿夸张，很像当年的拼多多，正值潮玩市场爆发的阶段，而且它可以全球化开拓市场。。以后不放过任何一个高增长的公司。
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宝贝财富
宝贝财富
·
2024-10-24
$小米集团-W(01810)$
说实话，只要小米15系列不出现vivo X200 Pro那么致命的事失误，今年销量绝对是稳了，现在整个数码圈都把这事儿当乐子，身为首发消费者的我也直接中招。
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需要想一个问题，主力会在这个时候拉理想吗？拉完呢，帮助节前的人解套，主力自己站岗？没有持续性的利好，财报就算特别好，后续还能炒什么呢，销量基本到顶了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365926498795608","isVote":1,"tweetType":1,"viewCount":2509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365577437450640,"gmtCreate":1730277557975,"gmtModify":1730277560314,"author":{"id":"10000000000010428","authorId":"10000000000010428","name":"宝贝财富","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010428","authorIdStr":"10000000000010428"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 如果十月收阴，十一月份必收阳，甚至中阳现在就比耐力！经济数据越差，宽松货币越大，传导机制很慢","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 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target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 谷歌这家公司掺和进政治掺和的太多了，全美那些大型公司，谷歌掺和的最深，是嵌入式掺入政治，风险很大啊","text":"$谷歌(GOOG)$ 谷歌这家公司掺和进政治掺和的太多了，全美那些大型公司，谷歌掺和的最深，是嵌入式掺入政治，风险很大啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365228342595672","isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365227128086616,"gmtCreate":1730192101941,"gmtModify":1730192103582,"author":{"id":"10000000000010428","authorId":"10000000000010428","name":"宝贝财富","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010428","authorIdStr":"10000000000010428"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 延长交易时间肯定算是个机会了，明显能把券商再拉一波，带着指数直接起飞","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 延长交易时间肯定算是个机会了，明显能把券商再拉一波，带着指数直接起飞","text":"$上证指数(000001.SH)$ 延长交易时间肯定算是个机会了，明显能把券商再拉一波，带着指数直接起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365227128086616","isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364867658367064,"gmtCreate":1730104340779,"gmtModify":1730104342777,"author":{"id":"10000000000010428","authorId":"10000000000010428","name":"宝贝财富","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010428","authorIdStr":"10000000000010428"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 亚马逊的特点在于，资本投入规模越大，采购设备的成本越低，还可以完成小规模玩家无法进行的科技及管理系统投入（比如Kiva）提高效率，因而运营成本也更低，拿住就行了，是很稳的票","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 亚马逊的特点在于，资本投入规模越大，采购设备的成本越低，还可以完成小规模玩家无法进行的科技及管理系统投入（比如Kiva）提高效率，因而运营成本也更低，拿住就行了，是很稳的票","text":"$亚马逊(AMZN)$ 亚马逊的特点在于，资本投入规模越大，采购设备的成本越低，还可以完成小规模玩家无法进行的科技及管理系统投入（比如Kiva）提高效率，因而运营成本也更低，拿住就行了，是很稳的票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364867658367064","isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364866961281424,"gmtCreate":1730104101879,"gmtModify":1730104104092,"author":{"id":"10000000000010428","authorId":"10000000000010428","name":"宝贝财富","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010428","authorIdStr":"10000000000010428"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 过去一年多美股主要的两个宏大叙事就是Goldilocks + AI”. 这和我最近复盘美股看到的东西一摸一样。过去一年妥妥的就是这东西。英伟达是绝对的主线，后面继续涨","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 过去一年多美股主要的两个宏大叙事就是Goldilocks + AI”. 这和我最近复盘美股看到的东西一摸一样。过去一年妥妥的就是这东西。英伟达是绝对的主线，后面继续涨","text":"$英伟达(NVDA)$ 过去一年多美股主要的两个宏大叙事就是Goldilocks + AI”. 这和我最近复盘美股看到的东西一摸一样。过去一年妥妥的就是这东西。英伟达是绝对的主线，后面继续涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364866961281424","isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363802765717904,"gmtCreate":1729844288509,"gmtModify":1729844291193,"author":{"id":"10000000000010428","authorId":"10000000000010428","name":"宝贝财富","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010428","authorIdStr":"10000000000010428"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 泡泡玛特的增速确实有点儿夸张，很像当年的拼多多，正值潮玩市场爆发的阶段，而且它可以全球化开拓市场。。以后不放过任何一个高增长的公司。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 泡泡玛特的增速确实有点儿夸张，很像当年的拼多多，正值潮玩市场爆发的阶段，而且它可以全球化开拓市场。。以后不放过任何一个高增长的公司。","text":"$泡泡玛特(09992)$ 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