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价值大作手
价值大作手
·
05-09 20:53
$Strategy(MSTR)$
大饼都要回10万了,那些矿股什么鬼德行大家也看到了,30天跌28天,还有两天抽风反弹一下让你产生错觉追进去。所以这一轮只有mstr紧跟着大饼,下一轮还是不是这样就不得而知了
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价值大作手
价值大作手
·
05-08
$谷歌(GOOG)$
$谷歌A(GOOGL)$
谷歌目前的交易倍数约为26财年EPS预期10美元的15倍,这是一个极具战术性的买入机会。维持185美元的目标价,重申增持评级。
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价值大作手
价值大作手
·
05-07
$谷歌(GOOG)$
$谷歌A(GOOGL)$
谷歌:营收同比增长12%,利润和每股收益更是同比大幅增长46%,自由现金流增速与利润增速相当,降本增效成效显著,AI在其中发挥了关键作用。继续看好
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价值大作手
价值大作手
·
05-07
$Palantir Technologies Inc.(PLTR)$
公司增长极快,还有“金色穹顶”(Golden Dome)导弹防御系统的彩蛋,要是成了,以3000亿市值算,PE明年就降到个位数,目标估值1万亿美元,成为AI应用首家万亿级别的公司;
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647
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价值大作手
价值大作手
·
05-07
$英伟达(NVDA)$
“先有英伟达,然后才有的人工智能”,关于人工智能的论述应该在英伟达创立前就有的了,只是有了英伟达的GPU,才训练出了现在的ChatGPT、Deepseek等各种大模型,而这些各种大模型就是智能社会的大脑,有了这个大脑,以后机器人、自动驾驶汽车、音响、电视机、无人机、手机上的APP等一切机器设备软件都可以变得智能起来。
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价值大作手
价值大作手
·
05-06
$微软(MSFT)$
上周公布微软2024年第三财季营收为 701 亿美元,同比增长 13%,每股收益为 3.46 美元,两项指标均超出华尔街预期。分析师预计营收为 684 亿美元,每股收益为 3.22 美元。微软利润增长18%,达到258亿美元。这样的股持有真安心
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1,264
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价值大作手
·
04-25
$拼多多(PDD)$
q1拼多多和京东都增长不错,加强自播率营销费用下滑,利润增长。 现在自播率不高,还有增长空间。
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价值大作手
价值大作手
·
04-25
$微软(MSFT)$
微软MSFT 微软这走势已经是W型双底结构了,MACD指标和KDJ指标都已经形成了两次金叉,这就是中期底部形态了。看了一下,道琼斯ETF(513400)很多成分股都已经形成了双底,道指也已经是双底结构了。我就想问问各位,接下来如果川子稍微靠谱一点,是不是会爆发一波中线级别的行情,look my eyes,回答我。还有一点,道指期货今天白天略有上涨,这是不是说明了反弹已经开始了?直接加仓
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价值大作手
·
04-15
$Coinbase Global, Inc.(COIN)$
今晚肯定起飞了,还能买入一点,只是赚的少一点而已,盘前已经出现涨幅了
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价值大作手
·
04-12
$微软(MSFT)$
微软和苹果股价之所以能够不断飙升给投资者带来巨额的回报,就是因为多元化战略清晰且明确,而且转型非常有效果。
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href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$</a> <v-v data-views=\"1\"></v-v> 大饼都要回10万了,那些矿股什么鬼德行大家也看到了,30天跌28天,还有两天抽风反弹一下让你产生错觉追进去。所以这一轮只有mstr紧跟着大饼,下一轮还是不是这样就不得而知了","listText":"<a href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$</a> <v-v data-views=\"1\"></v-v> 大饼都要回10万了,那些矿股什么鬼德行大家也看到了,30天跌28天,还有两天抽风反弹一下让你产生错觉追进去。所以这一轮只有mstr紧跟着大饼,下一轮还是不是这样就不得而知了","text":"$Strategy(MSTR)$ 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href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v> 谷歌:营收同比增长12%,利润和每股收益更是同比大幅增长46%,自由现金流增速与利润增速相当,降本增效成效显著,AI在其中发挥了关键作用。继续看好","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v> 谷歌:营收同比增长12%,利润和每股收益更是同比大幅增长46%,自由现金流增速与利润增速相当,降本增效成效显著,AI在其中发挥了关键作用。继续看好","text":"$谷歌(GOOG)$ $谷歌A(GOOGL)$ 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Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v> 公司增长极快,还有“金色穹顶”(Golden Dome)导弹防御系统的彩蛋,要是成了,以3000亿市值算,PE明年就降到个位数,目标估值1万亿美元,成为AI应用首家万亿级别的公司;","text":"$Palantir Technologies Inc.(PLTR)$ 公司增长极快,还有“金色穹顶”(Golden Dome)导弹防御系统的彩蛋,要是成了,以3000亿市值算,PE明年就降到个位数,目标估值1万亿美元,成为AI应用首家万亿级别的公司;","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432595228111024","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432595063423152,"gmtCreate":1746616831205,"gmtModify":1746616833107,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> “先有英伟达,然后才有的人工智能”,关于人工智能的论述应该在英伟达创立前就有的了,只是有了英伟达的GPU,才训练出了现在的ChatGPT、Deepseek等各种大模型,而这些各种大模型就是智能社会的大脑,有了这个大脑,以后机器人、自动驾驶汽车、音响、电视机、无人机、手机上的APP等一切机器设备软件都可以变得智能起来。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> “先有英伟达,然后才有的人工智能”,关于人工智能的论述应该在英伟达创立前就有的了,只是有了英伟达的GPU,才训练出了现在的ChatGPT、Deepseek等各种大模型,而这些各种大模型就是智能社会的大脑,有了这个大脑,以后机器人、自动驾驶汽车、音响、电视机、无人机、手机上的APP等一切机器设备软件都可以变得智能起来。","text":"$英伟达(NVDA)$ “先有英伟达,然后才有的人工智能”,关于人工智能的论述应该在英伟达创立前就有的了,只是有了英伟达的GPU,才训练出了现在的ChatGPT、Deepseek等各种大模型,而这些各种大模型就是智能社会的大脑,有了这个大脑,以后机器人、自动驾驶汽车、音响、电视机、无人机、手机上的APP等一切机器设备软件都可以变得智能起来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432595063423152","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432169061699760,"gmtCreate":1746536129920,"gmtModify":1746536133793,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>上周公布微软2024年第三财季营收为 701 亿美元,同比增长 13%,每股收益为 3.46 美元,两项指标均超出华尔街预期。分析师预计营收为 684 亿美元,每股收益为 3.22 美元。微软利润增长18%,达到258亿美元。这样的股持有真安心","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>上周公布微软2024年第三财季营收为 701 亿美元,同比增长 13%,每股收益为 3.46 美元,两项指标均超出华尔街预期。分析师预计营收为 684 亿美元,每股收益为 3.22 美元。微软利润增长18%,达到258亿美元。这样的股持有真安心","text":"$微软(MSFT)$ 上周公布微软2024年第三财季营收为 701 亿美元,同比增长 13%,每股收益为 3.46 美元,两项指标均超出华尔街预期。分析师预计营收为 684 亿美元,每股收益为 3.22 美元。微软利润增长18%,达到258亿美元。这样的股持有真安心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432169061699760","isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428246019559664,"gmtCreate":1745582701903,"gmtModify":1745582916211,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> q1拼多多和京东都增长不错,加强自播率营销费用下滑,利润增长。 现在自播率不高,还有增长空间。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> q1拼多多和京东都增长不错,加强自播率营销费用下滑,利润增长。 现在自播率不高,还有增长空间。","text":"$拼多多(PDD)$ q1拼多多和京东都增长不错,加强自播率营销费用下滑,利润增长。 现在自播率不高,还有增长空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428246019559664","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428246117298368,"gmtCreate":1745582643936,"gmtModify":1745582645869,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 微软MSFT 微软这走势已经是W型双底结构了,MACD指标和KDJ指标都已经形成了两次金叉,这就是中期底部形态了。看了一下,道琼斯ETF(513400)很多成分股都已经形成了双底,道指也已经是双底结构了。我就想问问各位,接下来如果川子稍微靠谱一点,是不是会爆发一波中线级别的行情,look my 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今晚肯定起飞了,还能买入一点,只是赚的少一点而已,盘前已经出现涨幅了","images":[{"img":"https://static.tigerbbs.com/709646915693a990eff175096a5a11e0","width":"359","height":"543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424686534963248","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":423546061127688,"gmtCreate":1744440778616,"gmtModify":1744440780612,"author":{"id":"10000000000010505","authorId":"10000000000010505","name":"价值大作手","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010505","authorIdStr":"10000000000010505"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 微软和苹果股价之所以能够不断飙升给投资者带来巨额的回报,就是因为多元化战略清晰且明确,而且转型非常有效果。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 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