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老刘该睡了
老刘该睡了
·
06-13 16:39
$Circle Internet Corp.(CRCL)$
核心USDC铸币量和链上交易需求没降，合规稳定币牛市逻辑依然是硬的很，美元流动性、机构结算诉求、DeFi/CeFi场景增多，都支撑USDC需求持续上升
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老刘该睡了
老刘该睡了
·
06-13 16:36
$英伟达(NVDA)$
实际上只要AI持续爆发、算力供需关系紧张，达子迟早得新高。未来还会有几次大单集中释放，股价那时候很有可能放量冲顶
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老刘该睡了
老刘该睡了
·
06-13 16:34
$Chime Financial, Inc.(CHYM)$
Chime我觉得可以继续进场，数字银行生态才刚起步，年轻用户黏性超高，零手续费、实时转账、智能理财这些都能猛吹。首日溢价更多是情绪，但中长期逻辑没问题
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老刘该睡了
老刘该睡了
·
06-13 16:30
$药明康德(02359)$
创新药板块的上涨潮还有很大空间，就算短期估值高，也示意了市场对创新药长期潜力的认可。未来几年，创新药必定是一个非常香的赛道
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老刘该睡了
老刘该睡了
·
06-13 16:27
$波音(BA)$
波音遇老大哥地位没变，作为商用飞机市场寡头，全球航企订单还在排队。事故属于运营风险，下游监管和整改后往往是短痛换长稳。股价跌到位恰恰给了埋伏机会
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老刘该睡了
老刘该睡了
·
06-12
$白银主连 2507(SImain)$
银价受工业需求和避险双驱动，这波降息环境里，白银是被资金抢筹的品种。美元走弱对白银是重要支撑。
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老刘该睡了
老刘该睡了
·
06-12
$Palantir Technologies Inc.(PLTR)$
VOYG上市带动pltr股价上涨，PLTR是VOYG的早期投资者，那时候还是一家很小的航空器公司，果然朝中有人好办事，抱上川普大腿，拿了一堆军事合同。
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老刘该睡了
老刘该睡了
·
06-12
$英特尔(INTC)$
英特尔应该是受到供应链问题以及需求前景恶化拖累，隔夜科技板块普遍走弱，也拖累了整个大盘。高估值科技股在通胀回落背景下面临资金重新配置的压力，所以在等待更多政策线索前还是谨慎些为好。
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老刘该睡了
老刘该睡了
·
06-12
$Circle Internet Corp.(CRCL)$
市场对数字美元信心真的相当可以了。再大的涨幅也难pricein这票的核心价值，合规稳定币在全球支付和避险需求下必将长期火爆。任何做空思路都是在跟宏观趋势对抗
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老刘该睡了
老刘该睡了
·
06-12
$比亚迪(002594)$
BYD现在还有利润 吉利已经快撑不住了 且不谈其他能源动力形式 就现阶段的电动化而言 终局肯定是技术趋同 各家比拼设计 然后因为有先发规模优势的原因会导致存在一超 其余几家多强的格局，byd就是那一个超
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href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>波音遇老大哥地位没变，作为商用飞机市场寡头，全球航企订单还在排队。事故属于运营风险，下游监管和整改后往往是短痛换长稳。股价跌到位恰恰给了埋伏机会","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>波音遇老大哥地位没变，作为商用飞机市场寡头，全球航企订单还在排队。事故属于运营风险，下游监管和整改后往往是短痛换长稳。股价跌到位恰恰给了埋伏机会","text":"$波音(BA)$波音遇老大哥地位没变，作为商用飞机市场寡头，全球航企订单还在排队。事故属于运营风险，下游监管和整改后往往是短痛换长稳。股价跌到位恰恰给了埋伏机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445637068697744","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445368914162008,"gmtCreate":1749735041429,"gmtModify":1749735043037,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/SImain\">$白银主连 2507(SImain)$</a>银价受工业需求和避险双驱动，这波降息环境里，白银是被资金抢筹的品种。美元走弱对白银是重要支撑。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/SImain\">$白银主连 2507(SImain)$</a>银价受工业需求和避险双驱动，这波降息环境里，白银是被资金抢筹的品种。美元走弱对白银是重要支撑。","text":"$白银主连 2507(SImain)$银价受工业需求和避险双驱动，这波降息环境里，白银是被资金抢筹的品种。美元走弱对白银是重要支撑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445368914162008","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445296364589104,"gmtCreate":1749717218820,"gmtModify":1749717220581,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>VOYG上市带动pltr股价上涨，PLTR是VOYG的早期投资者，那时候还是一家很小的航空器公司，果然朝中有人好办事，抱上川普大腿，拿了一堆军事合同。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>VOYG上市带动pltr股价上涨，PLTR是VOYG的早期投资者，那时候还是一家很小的航空器公司，果然朝中有人好办事，抱上川普大腿，拿了一堆军事合同。","text":"$Palantir Technologies Inc.(PLTR)$VOYG上市带动pltr股价上涨，PLTR是VOYG的早期投资者，那时候还是一家很小的航空器公司，果然朝中有人好办事，抱上川普大腿，拿了一堆军事合同。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445296364589104","isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445295386366296,"gmtCreate":1749717090307,"gmtModify":1749717091989,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>英特尔应该是受到供应链问题以及需求前景恶化拖累，隔夜科技板块普遍走弱，也拖累了整个大盘。高估值科技股在通胀回落背景下面临资金重新配置的压力，所以在等待更多政策线索前还是谨慎些为好。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>英特尔应该是受到供应链问题以及需求前景恶化拖累，隔夜科技板块普遍走弱，也拖累了整个大盘。高估值科技股在通胀回落背景下面临资金重新配置的压力，所以在等待更多政策线索前还是谨慎些为好。","text":"$英特尔(INTC)$英特尔应该是受到供应链问题以及需求前景恶化拖累，隔夜科技板块普遍走弱，也拖累了整个大盘。高估值科技股在通胀回落背景下面临资金重新配置的压力，所以在等待更多政策线索前还是谨慎些为好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445295386366296","isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445295024820272,"gmtCreate":1749716891728,"gmtModify":1749717010953,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>市场对数字美元信心真的相当可以了。再大的涨幅也难pricein这票的核心价值，合规稳定币在全球支付和避险需求下必将长期火爆。任何做空思路都是在跟宏观趋势对抗","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>市场对数字美元信心真的相当可以了。再大的涨幅也难pricein这票的核心价值，合规稳定币在全球支付和避险需求下必将长期火爆。任何做空思路都是在跟宏观趋势对抗","text":"$Circle Internet Corp.(CRCL)$市场对数字美元信心真的相当可以了。再大的涨幅也难pricein这票的核心价值，合规稳定币在全球支付和避险需求下必将长期火爆。任何做空思路都是在跟宏观趋势对抗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445295024820272","isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445293644833112,"gmtCreate":1749716665128,"gmtModify":1749716666974,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>BYD现在还有利润 吉利已经快撑不住了 且不谈其他能源动力形式 就现阶段的电动化而言 终局肯定是技术趋同 各家比拼设计 然后因为有先发规模优势的原因会导致存在一超 其余几家多强的格局，byd就是那一个超","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>BYD现在还有利润 吉利已经快撑不住了 且不谈其他能源动力形式 就现阶段的电动化而言 终局肯定是技术趋同 各家比拼设计 然后因为有先发规模优势的原因会导致存在一超 其余几家多强的格局，byd就是那一个超","text":"$比亚迪(002594)$BYD现在还有利润 吉利已经快撑不住了 且不谈其他能源动力形式 就现阶段的电动化而言 终局肯定是技术趋同 各家比拼设计 然后因为有先发规模优势的原因会导致存在一超 其余几家多强的格局，byd就是那一个超","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445293644833112","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}