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持股修身养性
持股修身养性
·
06-13 16:38
$WTI原油主连 2507(CLmain)$
如果伊朗以色列局势进一步恶化，比如伊朗石油设施遭到破坏甚至封锁霍尔木兹海峡作为报复，那么油价可能进一步上涨，甚至不排除出现又一次石油危机
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持股修身养性
持股修身养性
·
06-13 16:36
$特斯拉(TSLA)$
对特斯拉这种创新龙头，短期回落大概率是情绪性的洗盘，跟着加仓思路，逢回踩补仓，长期持有吃新能源的红利就很稳
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持股修身养性
持股修身养性
·
06-13 16:31
$中国动向(03818)$
蚂蚁一旦拿到牌照，支付宝钱包或将接入稳定币，支付体验直线上升，场景想象力爆表。相关概念股里，可以看看中国动向
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持股修身养性
持股修身养性
·
06-13 16:28
$标普500波动率指数(VIX)$
高位行情总会伴随震荡，VIX在持续低位后极易触底回升。尤其当市场谈判或宏观事件不断扰动，避险需求释放会推动VIX上行。
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持股修身养性
持股修身养性
·
06-13 16:26
$海天味业(03288)$
海天味业这次IPO，是吃遍中国人的餐桌都离不开的生意。想想家家户户炒菜都要它，市场刚需属性深得不能再深，国产调味龙头的护城河不用多说
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持股修身养性
持股修身养性
·
06-12
$波音(BA)$
波音一定是有问题，我指的是波音公司。现代工业制造业到了今天这水平，已经没了任何让成熟产品反复出现偶然事故的可能，波音飞机最近这几年出现状况的情况太多太频繁了，而且，面也太广，从美国本土到欧亚，这让你连把原因归到是部分地区航空公司技术或管理水平身上的可能都没有。
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持股修身养性
持股修身养性
·
06-12
$三花智控(002050)$
车行业集体缩短账期，对供应链上的供应商如法拉，银轮，三花等企业来说，应收和应付预计同步减少，应收账款占营收比例下降，虽然对现金流影响可能并不大（头部企业可以通过增加应付转移现金流压力），但从估值角度来看是绝对有利的
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持股修身养性
持股修身养性
·
06-12
$英伟达(NVDA)$
量子计算正在酝酿拐点，技术加速突破，产业链滴水不漏。英伟达绝对是最靠谱的量子AI标的。未来大客户对算力需求暴增会让英伟达继续涨。
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535
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1
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持股修身养性
持股修身养性
·
06-12
$泡泡玛特(09992)$
泡泡ip更新一次，估值就能往上抬一吨。300算是短线目标，长期看1000完全OK。市场对创新IP的需求没有天花板
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3
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持股修身养性
持股修身养性
·
06-12
$海天味业(03288)$
调味品是中国餐桌必需，消费刚需永不落空。海天品牌认知深厚，渠道覆盖广泛，毛利稳定高位，上市后溢价空间很大的。基本面够硬，后市继续上涨逻辑稳如老狗
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2507(CLmain)$如果伊朗以色列局势进一步恶化，比如伊朗石油设施遭到破坏甚至封锁霍尔木兹海峡作为报复，那么油价可能进一步上涨，甚至不排除出现又一次石油危机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445639306145952","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445639131291792,"gmtCreate":1749803769681,"gmtModify":1749803771364,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>对特斯拉这种创新龙头，短期回落大概率是情绪性的洗盘，跟着加仓思路，逢回踩补仓，长期持有吃新能源的红利就很稳","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a>海天味业这次IPO，是吃遍中国人的餐桌都离不开的生意。想想家家户户炒菜都要它，市场刚需属性深得不能再深，国产调味龙头的护城河不用多说","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a>海天味业这次IPO，是吃遍中国人的餐桌都离不开的生意。想想家家户户炒菜都要它，市场刚需属性深得不能再深，国产调味龙头的护城河不用多说","text":"$海天味业(03288)$海天味业这次IPO，是吃遍中国人的餐桌都离不开的生意。想想家家户户炒菜都要它，市场刚需属性深得不能再深，国产调味龙头的护城河不用多说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445636857741456","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445369251373400,"gmtCreate":1749735123756,"gmtModify":1749735125599,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>波音一定是有问题，我指的是波音公司。现代工业制造业到了今天这水平，已经没了任何让成熟产品反复出现偶然事故的可能，波音飞机最近这几年出现状况的情况太多太频繁了，而且，面也太广，从美国本土到欧亚，这让你连把原因归到是部分地区航空公司技术或管理水平身上的可能都没有。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>波音一定是有问题，我指的是波音公司。现代工业制造业到了今天这水平，已经没了任何让成熟产品反复出现偶然事故的可能，波音飞机最近这几年出现状况的情况太多太频繁了，而且，面也太广，从美国本土到欧亚，这让你连把原因归到是部分地区航空公司技术或管理水平身上的可能都没有。","text":"$波音(BA)$波音一定是有问题，我指的是波音公司。现代工业制造业到了今天这水平，已经没了任何让成熟产品反复出现偶然事故的可能，波音飞机最近这几年出现状况的情况太多太频繁了，而且，面也太广，从美国本土到欧亚，这让你连把原因归到是部分地区航空公司技术或管理水平身上的可能都没有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/445369251373400","isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445295116939680,"gmtCreate":1749717174948,"gmtModify":1749776171117,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/002050\">$三花智控(002050)$</a>车行业集体缩短账期，对供应链上的供应商如法拉，银轮，三花等企业来说，应收和应付预计同步减少，应收账款占营收比例下降，虽然对现金流影响可能并不大（头部企业可以通过增加应付转移现金流压力），但从估值角度来看是绝对有利的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/002050\">$三花智控(002050)$</a>车行业集体缩短账期，对供应链上的供应商如法拉，银轮，三花等企业来说，应收和应付预计同步减少，应收账款占营收比例下降，虽然对现金流影响可能并不大（头部企业可以通过增加应付转移现金流压力），但从估值角度来看是绝对有利的","text":"$三花智控(002050)$车行业集体缩短账期，对供应链上的供应商如法拉，银轮，三花等企业来说，应收和应付预计同步减少，应收账款占营收比例下降，虽然对现金流影响可能并不大（头部企业可以通过增加应付转移现金流压力），但从估值角度来看是绝对有利的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445295116939680","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445294966038872,"gmtCreate":1749716987688,"gmtModify":1749716989619,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>量子计算正在酝酿拐点，技术加速突破，产业链滴水不漏。英伟达绝对是最靠谱的量子AI标的。未来大客户对算力需求暴增会让英伟达继续涨。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>量子计算正在酝酿拐点，技术加速突破，产业链滴水不漏。英伟达绝对是最靠谱的量子AI标的。未来大客户对算力需求暴增会让英伟达继续涨。","text":"$英伟达(NVDA)$量子计算正在酝酿拐点，技术加速突破，产业链滴水不漏。英伟达绝对是最靠谱的量子AI标的。未来大客户对算力需求暴增会让英伟达继续涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445294966038872","isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445294323224920,"gmtCreate":1749716830751,"gmtModify":1749716832396,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>泡泡ip更新一次，估值就能往上抬一吨。300算是短线目标，长期看1000完全OK。市场对创新IP的需求没有天花板","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>泡泡ip更新一次，估值就能往上抬一吨。300算是短线目标，长期看1000完全OK。市场对创新IP的需求没有天花板","text":"$泡泡玛特(09992)$泡泡ip更新一次，估值就能往上抬一吨。300算是短线目标，长期看1000完全OK。市场对创新IP的需求没有天花板","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/445294323224920","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204230179676252","authorId":"4204230179676252","name":"微笑 向暖","avatar":"https://static.tigerbbs.com/74172679bb0b919e5a49208c00f1a5a0","crmLevel":7,"crmLevelSwitch":1,"idStr":"4204230179676252","authorIdStr":"4204230179676252"},"content":"能上300就行了，泡沫而已 实际价值也就50左右","text":"能上300就行了，泡沫而已 实际价值也就50左右","html":"能上300就行了，泡沫而已 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href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a>调味品是中国餐桌必需，消费刚需永不落空。海天品牌认知深厚，渠道覆盖广泛，毛利稳定高位，上市后溢价空间很大的。基本面够硬，后市继续上涨逻辑稳如老狗","text":"$海天味业(03288)$调味品是中国餐桌必需，消费刚需永不落空。海天品牌认知深厚，渠道覆盖广泛，毛利稳定高位，上市后溢价空间很大的。基本面够硬，后市继续上涨逻辑稳如老狗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445292830466464","isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}