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不肯媚俗的心
不肯媚俗的心
·
06-13 16:39
$WTI原油主连 2507(CLmain)$
霍尔木兹海峡原油运输量占全球原油贸易量25%左右。红海危机时集装箱货物还能绕道运输，如果霍尔木兹海峡封锁，这部分原油和LNG怎么运？原油肯定是直接起飞
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不肯媚俗的心
不肯媚俗的心
·
06-13 16:36
$英伟达(NVDA)$
英伟达现在更多是资金分歧和短线获利盘博弈。但AI需求超预期基本面完美。何时突破就看什么时候市场情绪能热起来了
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不肯媚俗的心
不肯媚俗的心
·
06-13 16:32
$云锋金融(00376)$
蚂蚁商业模式能吹的越来越多了。投资角度的话可以冲云峰，这票如果蚂蚁上市还得拉一波大的
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不肯媚俗的心
不肯媚俗的心
·
06-13 16:29
$金斯瑞生物科技(01548)$
感觉创新药正迎来真正拐点。国内政策鼓励，资本都在布局，创新药研发管线爆棚，临床进展加速，国内外合作项目频出。逢回调就是捡筹码的机会。
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不肯媚俗的心
不肯媚俗的心
·
06-13 16:27
$海天味业(03288)$
调味品堪称最抗跌赛道之一，消费者黏性高，价格上涨也不轻易转嫁太多，因为品牌信任决定回购率。现金流想不强都难。就算宏观波动、调味品涨价，销量通常稳中有升
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不肯媚俗的心
不肯媚俗的心
·
06-12
$Palantir Technologies Inc.(PLTR)$
palantir 底层的架构思想，是颠覆了我们之前软件工程的思想。一种全新的世界观，上帝视角，无限接近神的思考方式！
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不肯媚俗的心
·
06-12
$英伟达(NVDA)$
老黄这嘴上真没个把门的，上次炒量子计算也就几个月之前，说没三年肯定出不来，这才几个月又说马上就能出…都凭你一张嘴随便是吧。
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不肯媚俗的心
不肯媚俗的心
·
06-12
$Circle Internet Corp.(CRCL)$
USDC需求持续爆发，机构和企业结算大量使用，监管逐步明朗，数字金融大潮才刚开始。急拉只是情绪升温的体现，后市大牛市格局不变
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不肯媚俗的心
不肯媚俗的心
·
06-12
$海天味业(03288)$
调味品赛道天花板高，海天作为龙头，护城河深不可测。市场资金涌入会带动暗盘和首日高溢价。
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不肯媚俗的心
·
06-12
$标普500(.SPX)$
市场老套路了，哪怕谈判有负面消息，AI和科技盈利动力依然可以主导SPX，多头照样笑着吃肉。只要宏观没逆转就接着干，多头节奏不变
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href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a>调味品堪称最抗跌赛道之一，消费者黏性高，价格上涨也不轻易转嫁太多，因为品牌信任决定回购率。现金流想不强都难。就算宏观波动、调味品涨价，销量通常稳中有升","text":"$海天味业(03288)$调味品堪称最抗跌赛道之一，消费者黏性高，价格上涨也不轻易转嫁太多，因为品牌信任决定回购率。现金流想不强都难。就算宏观波动、调味品涨价，销量通常稳中有升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445636544229536","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445295213965728,"gmtCreate":1749717198636,"gmtModify":1749717200365,"author":{"id":"10000000000010476","authorId":"10000000000010476","name":"不肯媚俗的心","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010476","authorIdStr":"10000000000010476"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>palantir 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他从去年就开始说量子计算机进展飞速了。再说了哪怕是五年研究出来这个速度也远超预期了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445294888210480,"gmtCreate":1749716858376,"gmtModify":1749716860007,"author":{"id":"10000000000010476","authorId":"10000000000010476","name":"不肯媚俗的心","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010476","authorIdStr":"10000000000010476"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>USDC需求持续爆发，机构和企业结算大量使用，监管逐步明朗，数字金融大潮才刚开始。急拉只是情绪升温的体现，后市大牛市格局不变","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>USDC需求持续爆发，机构和企业结算大量使用，监管逐步明朗，数字金融大潮才刚开始。急拉只是情绪升温的体现，后市大牛市格局不变","text":"$Circle Internet 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