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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
·
07-28 15:51
$连连数字(02598)$
连连数字的三大竞争力：牌照护城河（65 张牌照构建全球支付网络，别人拿不到）、跨境场景刚需（跨境电商增长带支付需求，就像人要吃饭就得用筷子）、虚拟资产先发优势（香港牌照 + 稳定币布局，抓住支付方式迭代的红利）这三点只要不大变连连数字就没什么大问题
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五年一个周期
五年一个周期
·
07-28 15:46
$BTCS Inc.(BTCS)$
BTCS在5块左右缺口终于补上了，在此加仓10%，违背了我腰斩再加仓的计划，主要是CEO发推特说老婆刚刚完成了一个三十多亿的私有化收购的deal，然后这个消息刺激他要努力把公司搞起来。我对这个逻辑共情了
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五年一个周期
五年一个周期
·
07-28 15:40
$恒瑞医药(01276)$
以前喝酒吃药，现在酒完了，也就靠吃药了。处于上升阶段，未来可期，百元再卖。
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80
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五年一个周期
五年一个周期
·
07-25
$英特尔(INTC)$
Intel的当务之急是确定公司路线。同时搞清楚错误是如何发生的，13代14代CPU 缩肛是怎么发生的。我仍然不看好当前的CEO 陈立武。
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五年一个周期
五年一个周期
·
07-25
$特斯拉(TSLA)$
木头姐买了，我今天也准备开始买点，看接下来市场里有没有机会能买入更多点。特斯拉每个板块优势都很明显：汽车业务，储能生产和存储，FSD，Robotaxi，人形机器人，充电网路和服务
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五年一个周期
五年一个周期
·
07-24
$拼多多(PDD)$
拼多多的企业文化才是电商最大的护城河，外在表现为系统强大。是电商系统的每个环节，每个毛孔都尽善尽美，才能打造完美的购物体验，供应链，app， 物流，支付，价格，品质，售后。。。
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五年一个周期
五年一个周期
·
07-24
$腾讯控股(00700)$
腾讯过去高速成长的时候钱拿去投资了，买了很多公司，近几年估值下行经济下行开启大规模分红回购合情合理，在应该加码资本投入的时候也确实在行动，持续看多
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五年一个周期
五年一个周期
·
07-24
$纳斯达克(.IXIC)$
纳指技术面看KDJ指标加强压力、日内可逢高空参与。初步看23100附近，到这个位置之前应该会长得很猛
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744
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五年一个周期
五年一个周期
·
07-23
$腾讯控股(00700)$
tx四年新高，再破5万亿。从400开始加仓，加到弹尽粮绝。股王终究还是股王，终究要重回700
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五年一个周期
五年一个周期
·
07-23
$Circle Internet Corp.(CRCL)$
稳定币我觉得将会日益成熟、日益取代法币结算。稳定币是一场正在进行的货币革命
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陈立武。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460424920097432","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460435270328440,"gmtCreate":1753431362071,"gmtModify":1753431373935,"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>木头姐买了，我今天也准备开始买点，看接下来市场里有没有机会能买入更多点。特斯拉每个板块优势都很明显：汽车业务，储能生产和存储，FSD，Robotaxi，人形机器人，充电网路和服务","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>木头姐买了，我今天也准备开始买点，看接下来市场里有没有机会能买入更多点。特斯拉每个板块优势都很明显：汽车业务，储能生产和存储，FSD，Robotaxi，人形机器人，充电网路和服务","text":"$特斯拉(TSLA)$木头姐买了，我今天也准备开始买点，看接下来市场里有没有机会能买入更多点。特斯拉每个板块优势都很明显：汽车业务，储能生产和存储，FSD，Robotaxi，人形机器人，充电网路和服务","images":[{"img":"https://static.tigerbbs.com/1d04d91b1f132d6a9aaf644ce9ccbcac","width":"1002","height":"1026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/460435270328440","isVote":1,"tweetType":1,"viewCount":3139,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4214420657871132","authorId":"4214420657871132","name":"christucker","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4214420657871132","idStr":"4214420657871132"},"content":"为什么我看到的arkk是增持4w股，你这是10w股 [疑问]","text":"为什么我看到的arkk是增持4w股，你这是10w股 [疑问]","html":"为什么我看到的arkk是增持4w股，你这是10w股 [疑问]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":460059704316568,"gmtCreate":1753342516003,"gmtModify":1753343571312,"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/PDD\">$拼多多(PDD)$</a>拼多多的企业文化才是电商最大的护城河，外在表现为系统强大。是电商系统的每个环节，每个毛孔都尽善尽美，才能打造完美的购物体验，供应链，app， 物流，支付，价格，品质，售后。。。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>拼多多的企业文化才是电商最大的护城河，外在表现为系统强大。是电商系统的每个环节，每个毛孔都尽善尽美，才能打造完美的购物体验，供应链，app， 物流，支付，价格，品质，售后。。。","text":"$拼多多(PDD)$拼多多的企业文化才是电商最大的护城河，外在表现为系统强大。是电商系统的每个环节，每个毛孔都尽善尽美，才能打造完美的购物体验，供应链，app， 物流，支付，价格，品质，售后。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460059704316568","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460057590317416,"gmtCreate":1753342128669,"gmtModify":1753342411934,"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/00700\">$腾讯控股(00700)$</a>腾讯过去高速成长的时候钱拿去投资了，买了很多公司，近几年估值下行经济下行开启大规模分红回购合情合理，在应该加码资本投入的时候也确实在行动，持续看多","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>腾讯过去高速成长的时候钱拿去投资了，买了很多公司，近几年估值下行经济下行开启大规模分红回购合情合理，在应该加码资本投入的时候也确实在行动，持续看多","text":"$腾讯控股(00700)$腾讯过去高速成长的时候钱拿去投资了，买了很多公司，近几年估值下行经济下行开启大规模分红回购合情合理，在应该加码资本投入的时候也确实在行动，持续看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460057590317416","isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460056956547736,"gmtCreate":1753341845161,"gmtModify":1753341847013,"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\" 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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>tx四年新高，再破5万亿。从400开始加仓，加到弹尽粮绝。股王终究还是股王，终究要重回700","listText":"<a target=\"_blank\" 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