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鹿鼎公韦小宝
鹿鼎公韦小宝
·
03-17 21:09
感觉黄金要开始跟上原油节奏了，战争继续的话黄金肯定要涨
$黄金主连 2604(GCmain)$
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鹿鼎公韦小宝
鹿鼎公韦小宝
·
03-17 20:45
上一次融资90多，发布计划后磨了一段时间才上去，当时赶上AI牛市。现在已经120/130，也没有牛市了，还想让机构高位接盘？
$NEBIUS(NBIS)$
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鹿鼎公韦小宝
鹿鼎公韦小宝
·
03-16 20:43
破前高不过分吧。除了谷歌的客制化芯片你基本没对手，而且你是从训练模型转向推理架构，也算质的飞跃了。再信你一次
$英伟达(NVDA)$
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鹿鼎公韦小宝
鹿鼎公韦小宝
·
03-12
大部分科技股高位高估值，遇到川普301关税调查，甲骨文这种低估优质公司将成为最佳避风港
$甲骨文(ORCL)$
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194
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1
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鹿鼎公韦小宝
鹿鼎公韦小宝
·
03-11
佑驾和宁德时代合作是实打实的，没点实力人家也看不上。宁王这几天走势强，佑驾等着业绩爆发吧，现在被低估忍住了，互相成绩
$宁德时代(03750)$
$佑驾创新(02431)$
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641
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鹿鼎公韦小宝
鹿鼎公韦小宝
·
03-10
现金储备980亿左右加上资产，等于现在市值，值不值得买？经营一旦改善就不得了。
$理想汽车(LI)$
$理想汽车-W(02015)$
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鹿鼎公韦小宝
鹿鼎公韦小宝
·
03-09
回调的位置决定行情级别，这波冲到季线布林上轨才回头，说明至少是季线级别的行情。鱼头刚吃完，健康的鱼身和疯狂的鱼尾还在后面。
$WTI原油主连 2604(CLmain)$
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621
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鹿鼎公韦小宝
鹿鼎公韦小宝
·
03-06
为什么跌呢？业绩稳健，上次财报以来跌得够多了，还有100亿回购，明显至少不会跌啊。隐含波动率4所以涨4个点正常，非农不爆雷还是会涨1-3个点。那100亿不是放着不动的
$博通(AVGO)$
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鹿鼎公韦小宝
鹿鼎公韦小宝
·
03-06
以前是港巴砸美巴拉，现在是港巴拉美巴砸。总有一款适合你。[惊讶][惊讶]
$阿里巴巴(BABA)$
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533
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鹿鼎公韦小宝
鹿鼎公韦小宝
·
03-05
PE不低，近期高点333，但又不敢卖怕卖飞，而且2026年可能因AI电力需求获利
$Constellation Energy Corp(CEG)$
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565
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2604(CLmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540793963389048","isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539747911122984,"gmtCreate":1772800396956,"gmtModify":1772800399334,"author":{"id":"10000000000010491","authorId":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010491","idStr":"10000000000010491"},"themes":[],"htmlText":"为什么跌呢？业绩稳健，上次财报以来跌得够多了，还有100亿回购，明显至少不会跌啊。隐含波动率4所以涨4个点正常，非农不爆雷还是会涨1-3个点。那100亿不是放着不动的 <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a>","listText":"为什么跌呢？业绩稳健，上次财报以来跌得够多了，还有100亿回购，明显至少不会跌啊。隐含波动率4所以涨4个点正常，非农不爆雷还是会涨1-3个点。那100亿不是放着不动的 <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a>","text":"为什么跌呢？业绩稳健，上次财报以来跌得够多了，还有100亿回购，明显至少不会跌啊。隐含波动率4所以涨4个点正常，非农不爆雷还是会涨1-3个点。那100亿不是放着不动的 $博通(AVGO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/539747911122984","isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4218555762455782","authorId":"4218555762455782","name":"亮亮史蒂夫","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4218555762455782","idStr":"4218555762455782"},"content":"200亿回购，但是股价不涨才是很厉害的交易，后续稳赚","text":"200亿回购，但是股价不涨才是很厉害的交易，后续稳赚","html":"200亿回购，但是股价不涨才是很厉害的交易，后续稳赚"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539741879054592,"gmtCreate":1772799012465,"gmtModify":1772799015104,"author":{"id":"10000000000010491","authorId":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010491","idStr":"10000000000010491"},"themes":[],"htmlText":"以前是港巴砸美巴拉，现在是港巴拉美巴砸。总有一款适合你。[惊讶][惊讶] <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","listText":"以前是港巴砸美巴拉，现在是港巴拉美巴砸。总有一款适合你。[惊讶][惊讶] <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>","text":"以前是港巴砸美巴拉，现在是港巴拉美巴砸。总有一款适合你。[惊讶][惊讶] $阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539741879054592","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539384315674664,"gmtCreate":1772711628536,"gmtModify":1772711630883,"author":{"id":"10000000000010491","authorId":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010491","idStr":"10000000000010491"},"themes":[],"htmlText":"PE不低，近期高点333，但又不敢卖怕卖飞，而且2026年可能因AI电力需求获利 <a href=\"https://laohu8.com/S/CEG\">$Constellation Energy Corp(CEG)$</a>","listText":"PE不低，近期高点333，但又不敢卖怕卖飞，而且2026年可能因AI电力需求获利 <a href=\"https://laohu8.com/S/CEG\">$Constellation Energy Corp(CEG)$</a>","text":"PE不低，近期高点333，但又不敢卖怕卖飞，而且2026年可能因AI电力需求获利 $Constellation Energy Corp(CEG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539384315674664","isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
