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韭菜ooo
韭菜ooo
·
03-02
$英伟达(NVDA)$
市场对英伟达的巨大分歧恰恰意味着源源不断的多头潜在力量根本就没有得到发挥。Ai牛市主升浪行情千万不要预测顶部。
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韭菜ooo
韭菜ooo
·
02-27
$美光科技(MU)$
上涨越来越难，很多人还没意识到，Ai时代的主角/主导权已经从GPU变成存储，这也是韩国股市今年这么牛的原因，看好美光
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韭菜ooo
韭菜ooo
·
02-26
$Circle Internet Corp.(CRCL)$
circle和加密货币进行了一定程度的叙事剥离，大家发现即使在加密货币的熊市也不会影响稳定币的交易行为，持续看好
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韭菜ooo
韭菜ooo
·
02-25
$微软(MSFT)$
大部分知名软件公司不会死，但是行业格局变了。未来使用量集中于大型商业用户。而不像消费股一样，销量分散，这是收入风险。护城河也会变浅，不需要招聘很多人就能搞出比较出色的APP，行业竞争会更加惨烈。
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韭菜ooo
韭菜ooo
·
02-23
$英伟达(NVDA)$
当前有一个危险的信号，OpenAI削减了算力。不管出于谷歌的竞争还是市场大幅度变现预期弱，但是他对AI和算力确实是利空
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1
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韭菜ooo
韭菜ooo
·
02-23
$美光科技(MU)$
SK海力士估值对美光折价60%多，且历史上一直存在较大折价，本轮周期有希望收敛么？
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521
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1
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韭菜ooo
韭菜ooo
·
02-19
$Meta Platforms, Inc.(META)$
我觉得达子和 Meta 合作还是很有意义的，就是告诉其他各方，你们不愿意出价，哎，我还有别的大买家。
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韭菜ooo
韭菜ooo
·
02-18
$纳斯达克(.IXIC)$
这成交量越来越低，大跌小回，还在高位，连续大涨3年，怎么看也不像还能大涨的样子，最好也不过震荡消化n个月
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韭菜ooo
韭菜ooo
·
02-17
$英伟达(NVDA)$
现在的达子是真分裂，一边是AI资本开支太大、现金流撑不住的估值担忧，一边又是算力永远不够用、电力芯片内存全面短缺的刚需现实。难搞啊
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韭菜ooo
韭菜ooo
·
02-16
$美团-W(03690)$
听到一个特别搞笑的评论说，美团致力于把他的投资者变成美团的外卖员
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target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>市场对英伟达的巨大分歧恰恰意味着源源不断的多头潜在力量根本就没有得到发挥。Ai牛市主升浪行情千万不要预测顶部。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>市场对英伟达的巨大分歧恰恰意味着源源不断的多头潜在力量根本就没有得到发挥。Ai牛市主升浪行情千万不要预测顶部。","text":"$英伟达(NVDA)$市场对英伟达的巨大分歧恰恰意味着源源不断的多头潜在力量根本就没有得到发挥。Ai牛市主升浪行情千万不要预测顶部。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538247092555896","isVote":1,"tweetType":1,"viewCount":1980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537249825473104,"gmtCreate":1772184826075,"gmtModify":1772184828302,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>上涨越来越难，很多人还没意识到，Ai时代的主角/主导权已经从GPU变成存储，这也是韩国股市今年这么牛的原因，看好美光","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>上涨越来越难，很多人还没意识到，Ai时代的主角/主导权已经从GPU变成存储，这也是韩国股市今年这么牛的原因，看好美光","text":"$美光科技(MU)$上涨越来越难，很多人还没意识到，Ai时代的主角/主导权已经从GPU变成存储，这也是韩国股市今年这么牛的原因，看好美光","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537249825473104","isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536880302317608,"gmtCreate":1772094627836,"gmtModify":1772095469187,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>circle和加密货币进行了一定程度的叙事剥离，大家发现即使在加密货币的熊市也不会影响稳定币的交易行为，持续看好","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a>circle和加密货币进行了一定程度的叙事剥离，大家发现即使在加密货币的熊市也不会影响稳定币的交易行为，持续看好","text":"$Circle Internet Corp.(CRCL)$circle和加密货币进行了一定程度的叙事剥离，大家发现即使在加密货币的熊市也不会影响稳定币的交易行为，持续看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536880302317608","isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536477684158792,"gmtCreate":1771996245763,"gmtModify":1771996248477,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>大部分知名软件公司不会死，但是行业格局变了。未来使用量集中于大型商业用户。而不像消费股一样，销量分散，这是收入风险。护城河也会变浅，不需要招聘很多人就能搞出比较出色的APP，行业竞争会更加惨烈。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>大部分知名软件公司不会死，但是行业格局变了。未来使用量集中于大型商业用户。而不像消费股一样，销量分散，这是收入风险。护城河也会变浅，不需要招聘很多人就能搞出比较出色的APP，行业竞争会更加惨烈。","text":"$微软(MSFT)$大部分知名软件公司不会死，但是行业格局变了。未来使用量集中于大型商业用户。而不像消费股一样，销量分散，这是收入风险。护城河也会变浅，不需要招聘很多人就能搞出比较出色的APP，行业竞争会更加惨烈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536477684158792","isVote":1,"tweetType":1,"viewCount":3281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535892503601272,"gmtCreate":1771853469973,"gmtModify":1771853472487,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 当前有一个危险的信号，OpenAI削减了算力。不管出于谷歌的竞争还是市场大幅度变现预期弱，但是他对AI和算力确实是利空","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 当前有一个危险的信号，OpenAI削减了算力。不管出于谷歌的竞争还是市场大幅度变现预期弱，但是他对AI和算力确实是利空","text":"$英伟达(NVDA)$ 当前有一个危险的信号，OpenAI削减了算力。不管出于谷歌的竞争还是市场大幅度变现预期弱，但是他对AI和算力确实是利空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535892503601272","isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535891322216488,"gmtCreate":1771853177616,"gmtModify":1771853180191,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>SK海力士估值对美光折价60%多，且历史上一直存在较大折价，本轮周期有希望收敛么？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>SK海力士估值对美光折价60%多，且历史上一直存在较大折价，本轮周期有希望收敛么？","text":"$美光科技(MU)$SK海力士估值对美光折价60%多，且历史上一直存在较大折价，本轮周期有希望收敛么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/535891322216488","isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"259038846467632","authorId":"259038846467632","name":"云影忍者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"259038846467632","idStr":"259038846467632"},"content":"海力士美股上市立马拉平","text":"海力士美股上市立马拉平","html":"海力士美股上市立马拉平"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534371423928360,"gmtCreate":1771482108698,"gmtModify":1771482111257,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a>我觉得达子和 Meta 合作还是很有意义的，就是告诉其他各方，你们不愿意出价，哎，我还有别的大买家。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a>我觉得达子和 Meta 合作还是很有意义的，就是告诉其他各方，你们不愿意出价，哎，我还有别的大买家。","text":"$Meta Platforms, Inc.(META)$我觉得达子和 Meta 合作还是很有意义的，就是告诉其他各方，你们不愿意出价，哎，我还有别的大买家。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534371423928360","isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534131599421472,"gmtCreate":1771423471869,"gmtModify":1771423474545,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>这成交量越来越低，大跌小回，还在高位，连续大涨3年，怎么看也不像还能大涨的样子，最好也不过震荡消化n个月","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>这成交量越来越低，大跌小回，还在高位，连续大涨3年，怎么看也不像还能大涨的样子，最好也不过震荡消化n个月","text":"$纳斯达克(.IXIC)$这成交量越来越低，大跌小回，还在高位，连续大涨3年，怎么看也不像还能大涨的样子，最好也不过震荡消化n个月","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534131599421472","isVote":1,"tweetType":1,"viewCount":2993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533784876273760,"gmtCreate":1771338821679,"gmtModify":1771338823831,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>现在的达子是真分裂，一边是AI资本开支太大、现金流撑不住的估值担忧，一边又是算力永远不够用、电力芯片内存全面短缺的刚需现实。难搞啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>现在的达子是真分裂，一边是AI资本开支太大、现金流撑不住的估值担忧，一边又是算力永远不够用、电力芯片内存全面短缺的刚需现实。难搞啊","text":"$英伟达(NVDA)$现在的达子是真分裂，一边是AI资本开支太大、现金流撑不住的估值担忧，一边又是算力永远不够用、电力芯片内存全面短缺的刚需现实。难搞啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/533784876273760","isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093185301808780","authorId":"4093185301808780","name":"五福临门666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4093185301808780","idStr":"4093185301808780"},"content":"啥资本开支大，现金流支撑不住，这不都是笑话一样吗？都是机构宣传的伪命题！他们故意打压英伟达，自己买入，也是该整理一段时间了。","text":"啥资本开支大，现金流支撑不住，这不都是笑话一样吗？都是机构宣传的伪命题！他们故意打压英伟达，自己买入，也是该整理一段时间了。","html":"啥资本开支大，现金流支撑不住，这不都是笑话一样吗？都是机构宣传的伪命题！他们故意打压英伟达，自己买入，也是该整理一段时间了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533246590706256,"gmtCreate":1771207473837,"gmtModify":1771207476171,"author":{"id":"10000000000010513","authorId":"10000000000010513","name":"韭菜ooo","avatar":"https://static.tigerbbs.com/a39cd062a1a07ee3b2824dd72be1840f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010513","idStr":"10000000000010513"},"themes":[],"htmlText":"<a 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