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老刘该睡了
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老刘该睡了
老刘该睡了
·
06-27
$Circle Internet Corp.(CRCL)$
Circle目前是PayPal 强大竞争对手 等于支付宝自己发稳定币！强大银行网络强大消费者用户. 4 亿多用户基础！ 本身是金融机构 合规容易，持续做多
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老刘该睡了
老刘该睡了
·
06-27
$国泰君安国际(01788)$
从1.15起来的，现在还有接近3元，还有很大下跌空间，跑吧，不跑就是炮灰！
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老刘该睡了
老刘该睡了
·
06-27
$英伟达(NVDA)$
Amazon、META等科技局头们自研芯片，大部分原因不是英伟达芯片贵，而是英伟达芯片产能有限，拖慢了巨头们迫切奔向AGI的速度。只要产能上来还能涨
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老刘该睡了
老刘该睡了
·
06-26
$泰德医药(03880)$
泰德号称全球第三大（纯）多肽CXO。多肽，主要用于降糖药、减肥药，得益于这几年减肥药市场大爆发，作为上游卖水人的多肽CXO日子自然不会太差
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老刘该睡了
老刘该睡了
·
06-26
$苹果(AAPL)$
我一点也不慌
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547
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老刘该睡了
老刘该睡了
·
06-26
$建设银行(00939)$
4月份以来建设银行连续刷新历史新高，南下资金持股量增加了27.52亿股，折合市值196亿，也不是没有资金关注
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老刘该睡了
老刘该睡了
·
06-25
$安井食品(02648)$
港股上市也定下来了，二季度一过，三季度就来了，三季度安井应该会来一次大的
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873
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老刘该睡了
老刘该睡了
·
06-25
$恒生指数(HSI)$
恒生指数本身就不是特别好的指数，拉长了基本没啥涨幅，还是和指数本身的配置有关系。沪深300也类似，都不是特别好的指数。过去一年多主要是银行、互联网涨起来了，带动了恒生指数的涨幅
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老刘该睡了
老刘该睡了
·
06-25
$Circle Internet Corp.(CRCL)$
综合了一下晚上到现在的信息，circle大跌是短期涨太多和利润分成发酵，什么安全性这个那个问题的讨论也一直都有，鲍威尔有所表态。直觉他会修复，主观上也希望他修复
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老刘该睡了
老刘该睡了
·
06-25
$美团-W(03690)$
对于美团，淘宝的高调入局无疑会让短期的竞争格局更为混乱、也完全可能会让高烈度竞争的持续时间拉长，但是在聚焦后，中长期的确定性是大幅度增加，短期的业绩下限也会更有保证一些
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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>我一点也不慌","text":"$苹果(AAPL)$我一点也不慌","images":[{"img":"https://static.tigerbbs.com/ddb974f38f506706c14bb6ee5bfb3194","width":"1080","height":"1700"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450239849832592","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":450238834679952,"gmtCreate":1750926744141,"gmtModify":1750926745856,"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/00939\">$建设银行(00939)$</a>4月份以来建设银行连续刷新历史新高，南下资金持股量增加了27.52亿股，折合市值196亿，也不是没有资金关注","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00939\">$建设银行(00939)$</a>4月份以来建设银行连续刷新历史新高，南下资金持股量增加了27.52亿股，折合市值196亿，也不是没有资金关注","text":"$建设银行(00939)$4月份以来建设银行连续刷新历史新高，南下资金持股量增加了27.52亿股，折合市值196亿，也不是没有资金关注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450238834679952","isVote":1,"tweetType":1,"viewCount":4548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449882177912992,"gmtCreate":1750839770671,"gmtModify":1750839772318,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02648\">$安井食品(02648)$</a>港股上市也定下来了，二季度一过，三季度就来了，三季度安井应该会来一次大的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02648\">$安井食品(02648)$</a>港股上市也定下来了，二季度一过，三季度就来了，三季度安井应该会来一次大的","text":"$安井食品(02648)$港股上市也定下来了，二季度一过，三季度就来了，三季度安井应该会来一次大的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449882177912992","isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449881076044024,"gmtCreate":1750839609683,"gmtModify":1750839611349,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>恒生指数本身就不是特别好的指数，拉长了基本没啥涨幅，还是和指数本身的配置有关系。沪深300也类似，都不是特别好的指数。过去一年多主要是银行、互联网涨起来了，带动了恒生指数的涨幅","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>恒生指数本身就不是特别好的指数，拉长了基本没啥涨幅，还是和指数本身的配置有关系。沪深300也类似，都不是特别好的指数。过去一年多主要是银行、互联网涨起来了，带动了恒生指数的涨幅","text":"$恒生指数(HSI)$恒生指数本身就不是特别好的指数，拉长了基本没啥涨幅，还是和指数本身的配置有关系。沪深300也类似，都不是特别好的指数。过去一年多主要是银行、互联网涨起来了，带动了恒生指数的涨幅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449881076044024","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449880214491384,"gmtCreate":1750839399342,"gmtModify":1750839402903,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>综合了一下晚上到现在的信息，circle大跌是短期涨太多和利润分成发酵，什么安全性这个那个问题的讨论也一直都有，鲍威尔有所表态。直觉他会修复，主观上也希望他修复","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>综合了一下晚上到现在的信息，circle大跌是短期涨太多和利润分成发酵，什么安全性这个那个问题的讨论也一直都有，鲍威尔有所表态。直觉他会修复，主观上也希望他修复","text":"$Circle Internet Corp.(CRCL)$综合了一下晚上到现在的信息，circle大跌是短期涨太多和利润分成发酵，什么安全性这个那个问题的讨论也一直都有，鲍威尔有所表态。直觉他会修复，主观上也希望他修复","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449880214491384","isVote":1,"tweetType":1,"viewCount":2396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449879534768376,"gmtCreate":1750839233394,"gmtModify":1750839235165,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>对于美团，淘宝的高调入局无疑会让短期的竞争格局更为混乱、也完全可能会让高烈度竞争的持续时间拉长，但是在聚焦后，中长期的确定性是大幅度增加，短期的业绩下限也会更有保证一些","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>对于美团，淘宝的高调入局无疑会让短期的竞争格局更为混乱、也完全可能会让高烈度竞争的持续时间拉长，但是在聚焦后，中长期的确定性是大幅度增加，短期的业绩下限也会更有保证一些","text":"$美团-W(03690)$对于美团，淘宝的高调入局无疑会让短期的竞争格局更为混乱、也完全可能会让高烈度竞争的持续时间拉长，但是在聚焦后，中长期的确定性是大幅度增加，短期的业绩下限也会更有保证一些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449879534768376","isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}