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五年一个周期
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五年一个周期
五年一个周期
·
03-02
$英伟达(NVDA)$
今年有种感觉，就是大概会出现AI泡沫引起的流动性股灾，先美股，然后在传导到AH，理由大概是超高的资本投入没有带来相对应的收益，毕竟龙头英伟达两天跌了10%左右
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五年一个周期
五年一个周期
·
02-27
$闪迪(SNDK)$
多了解真实发生的事件 可以看到未来会发生的事情。hbm第一的海力士首选闪迪一起建立hbf标准。以后就只有hbf了。我只能说短期无法预测 逢低买入sndk
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五年一个周期
五年一个周期
·
02-26
$Circle Internet Corp.(CRCL)$
既然在usdt这么巨大的先发优势下，usdc还能抢占市场份额，那么会不会出现第三者，抢占他们俩的份额？
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五年一个周期
五年一个周期
·
02-25
$甲骨文(ORCL)$
企业级软件不会被颠覆，反而将“吞噬并驯化”AI。大模型的非确定性缺陷无法满足企业零错误、高可靠的要求，而微软、甲骨文等传统软件巨头凭借深厚的数据和架构壁垒，正将AI嵌入其平台。
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五年一个周期
五年一个周期
·
02-23
$黄金主连 2604(GCmain)$
黄金在未来很多年年里，会逐步拿回国际货币的属性，代替部分美元美债的作用。那么黄金矿业公司就是印钞厂，不停的产出金币
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413
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五年一个周期
五年一个周期
·
02-23
$闪迪(SNDK)$
看来存储股不能做空，涨起来真的是不要脸的，我卖的call被行权了，哎，只能下周做反向对冲了
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779
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五年一个周期
五年一个周期
·
02-19
$谷歌(GOOG)$
问一下，gemini这么强，是否对英伟达的生态护城河有构成实际挑战？
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554
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五年一个周期
五年一个周期
·
02-18
$纳斯达克(.IXIC)$
纳指成交量趋势线这个走势，按照2000年3月，2007年10月，和2021年11月后的走势，最少一年多才会见底。
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五年一个周期
五年一个周期
·
02-17
$特斯拉(TSLA)$
特斯拉未来可能是全球最全能企业
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五年一个周期
五年一个周期
·
02-17
$小米集团-W(01810)$
满仓小米从 60 跌到 35，损失惨重。新的一年，只能调整仓位了，小米仓位占 60%，另外 40% 分布到创新药，紫金矿业，红利 ETF
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>今年有种感觉，就是大概会出现AI泡沫引起的流动性股灾，先美股，然后在传导到AH，理由大概是超高的资本投入没有带来相对应的收益，毕竟龙头英伟达两天跌了10%左右","text":"$英伟达(NVDA)$今年有种感觉，就是大概会出现AI泡沫引起的流动性股灾，先美股，然后在传导到AH，理由大概是超高的资本投入没有带来相对应的收益，毕竟龙头英伟达两天跌了10%左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/538247317930312","isVote":1,"tweetType":1,"viewCount":1643,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4210522535662642","idStr":"4210522535662642"},"content":"对，而且现在k线看起来横盘这么久，还是有点担心的。","text":"对，而且现在k线看起来横盘这么久，还是有点担心的。","html":"对，而且现在k线看起来横盘这么久，还是有点担心的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537249632825936,"gmtCreate":1772184779042,"gmtModify":1772184781455,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010512","idStr":"10000000000010512"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>多了解真实发生的事件 可以看到未来会发生的事情。hbm第一的海力士首选闪迪一起建立hbf标准。以后就只有hbf了。我只能说短期无法预测 逢低买入sndk","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>多了解真实发生的事件 可以看到未来会发生的事情。hbm第一的海力士首选闪迪一起建立hbf标准。以后就只有hbf了。我只能说短期无法预测 逢低买入sndk","text":"$闪迪(SNDK)$多了解真实发生的事件 可以看到未来会发生的事情。hbm第一的海力士首选闪迪一起建立hbf标准。以后就只有hbf了。我只能说短期无法预测 逢低买入sndk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537249632825936","isVote":1,"tweetType":1,"viewCount":3267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536880144261160,"gmtCreate":1772094589248,"gmtModify":1772094591670,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010512","idStr":"10000000000010512"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>既然在usdt这么巨大的先发优势下，usdc还能抢占市场份额，那么会不会出现第三者，抢占他们俩的份额？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>既然在usdt这么巨大的先发优势下，usdc还能抢占市场份额，那么会不会出现第三者，抢占他们俩的份额？","text":"$Circle Internet Corp.(CRCL)$既然在usdt这么巨大的先发优势下，usdc还能抢占市场份额，那么会不会出现第三者，抢占他们俩的份额？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536880144261160","isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536477460492320,"gmtCreate":1771996191857,"gmtModify":1771996194401,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010512","idStr":"10000000000010512"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>企业级软件不会被颠覆，反而将“吞噬并驯化”AI。大模型的非确定性缺陷无法满足企业零错误、高可靠的要求，而微软、甲骨文等传统软件巨头凭借深厚的数据和架构壁垒，正将AI嵌入其平台。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>企业级软件不会被颠覆，反而将“吞噬并驯化”AI。大模型的非确定性缺陷无法满足企业零错误、高可靠的要求，而微软、甲骨文等传统软件巨头凭借深厚的数据和架构壁垒，正将AI嵌入其平台。","text":"$甲骨文(ORCL)$企业级软件不会被颠覆，反而将“吞噬并驯化”AI。大模型的非确定性缺陷无法满足企业零错误、高可靠的要求，而微软、甲骨文等传统软件巨头凭借深厚的数据和架构壁垒，正将AI嵌入其平台。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/536477460492320","isVote":1,"tweetType":1,"viewCount":2454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535892703178784,"gmtCreate":1771853428841,"gmtModify":1771853605751,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010512","idStr":"10000000000010512"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2604(GCmain)$</a>黄金在未来很多年年里，会逐步拿回国际货币的属性，代替部分美元美债的作用。那么黄金矿业公司就是印钞厂，不停的产出金币","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2604(GCmain)$</a>黄金在未来很多年年里，会逐步拿回国际货币的属性，代替部分美元美债的作用。那么黄金矿业公司就是印钞厂，不停的产出金币","text":"$黄金主连 2604(GCmain)$黄金在未来很多年年里，会逐步拿回国际货币的属性，代替部分美元美债的作用。那么黄金矿业公司就是印钞厂，不停的产出金币","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535892703178784","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535891454283808,"gmtCreate":1771853123935,"gmtModify":1771853605895,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010512","idStr":"10000000000010512"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>看来存储股不能做空，涨起来真的是不要脸的，我卖的call被行权了，哎，只能下周做反向对冲了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>看来存储股不能做空，涨起来真的是不要脸的，我卖的call被行权了，哎，只能下周做反向对冲了","text":"$闪迪(SNDK)$看来存储股不能做空，涨起来真的是不要脸的，我卖的call被行权了，哎，只能下周做反向对冲了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535891454283808","isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534371269709864,"gmtCreate":1771482071047,"gmtModify":1771482073494,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010512","idStr":"10000000000010512"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>问一下，gemini这么强，是否对英伟达的生态护城河有构成实际挑战？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>问一下，gemini这么强，是否对英伟达的生态护城河有构成实际挑战？","text":"$谷歌(GOOG)$问一下，gemini这么强，是否对英伟达的生态护城河有构成实际挑战？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534371269709864","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534131147420240,"gmtCreate":1771423430066,"gmtModify":1771423432449,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010512","idStr":"10000000000010512"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>纳指成交量趋势线这个走势，按照2000年3月，2007年10月，和2021年11月后的走势，最少一年多才会见底。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>纳指成交量趋势线这个走势，按照2000年3月，2007年10月，和2021年11月后的走势，最少一年多才会见底。","text":"$纳斯达克(.IXIC)$纳指成交量趋势线这个走势，按照2000年3月，2007年10月，和2021年11月后的走势，最少一年多才会见底。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534131147420240","isVote":1,"tweetType":1,"viewCount":2461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533785120227368,"gmtCreate":1771338968146,"gmtModify":1771339060880,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010512","idStr":"10000000000010512"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉未来可能是全球最全能企业","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉未来可能是全球最全能企业","text":"$特斯拉(TSLA)$特斯拉未来可能是全球最全能企业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533785120227368","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533784715165792,"gmtCreate":1771338782346,"gmtModify":1771338784601,"author":{"id":"10000000000010512","authorId":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010512","idStr":"10000000000010512"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>满仓小米从 60 跌到 35，损失惨重。新的一年，只能调整仓位了，小米仓位占 60%，另外 40% 分布到创新药，紫金矿业，红利 ETF","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>满仓小米从 60 跌到 35，损失惨重。新的一年，只能调整仓位了，小米仓位占 60%，另外 40% 分布到创新药，紫金矿业，红利 ETF","text":"$小米集团-W(01810)$满仓小米从 60 跌到 35，损失惨重。新的一年，只能调整仓位了，小米仓位占 60%，另外 40% 分布到创新药，紫金矿业，红利 ETF","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/533784715165792","isVote":1,"tweetType":1,"viewCount":2604,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584569889559057","authorId":"3584569889559057","name":"菜鸟168","avatar":"https://static.tigerbbs.com/2d53f58ce0af426a0340351607c1661b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3584569889559057","idStr":"3584569889559057"},"content":"我35建仓的，都没敢满仓，等着看能不能再跌一点","text":"我35建仓的，都没敢满仓，等着看能不能再跌一点","html":"我35建仓的，都没敢满仓，等着看能不能再跌一点"},{"author":{"id":"3558129441615288","authorId":"3558129441615288","name":"好韭不贱贱","avatar":"https://static.tigerbbs.com/cf9062908d1bfdf99b3652671f2028d3","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3558129441615288","idStr":"3558129441615288"},"content":"当时如果选择做空那就赚发了[贱笑]","text":"当时如果选择做空那就赚发了[贱笑]","html":"当时如果选择做空那就赚发了[贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}