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韭菜ooo
韭菜ooo
·
04-24 16:58
$甲骨文(ORCL)$
Ai与人类觉醒一定会带来强博弈，欧美政治家过于给Ai站台将失去选票，这个计价即将开始，重点观察甲骨文和微软的走势
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韭菜ooo
韭菜ooo
·
04-23 13:22
$特斯拉(TSLA)$
汽车就是最大的工业产品门类，比手机大十倍，比芯片大20倍。特斯拉股东大会不提车，觉得撑不起市值，靠别的撑市值，这很搞笑，但市场居然就信了。
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韭菜ooo
韭菜ooo
·
04-22 17:38
$纳斯达克(.IXIC)$
沃特这个有点搞笑，市场的反映就是温和就说人家没有独立性，强硬就说人家是鹰派。但认真看下来：沃什不鸽不鹰，是强调数据、强调纪律的务实型掌舵人，对降息预期的整体影响中性，不需要过度担忧。
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韭菜ooo
韭菜ooo
·
04-21
$联合健康(UNH)$
联合健康我出来躲财报啦朋友们，对我来说这个收益率知足了，还有机会到300以下我再进来
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韭菜ooo
韭菜ooo
·
04-20
$特斯拉(TSLA)$
tsla每卖出一辆特斯拉，fsd 并不会因为人数太多导致成本上升，反而边际成本无限趋于 0，用户越多反而又增强了 fsd 性能 软件为王，网络效应形成垄断，这才是大牛股的典型特征
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韭菜ooo
韭菜ooo
·
04-17
$英特尔(INTC)$
全球CPU供应短缺正扰乱个人电脑与工控机供应链，即便溢价采购，处理器依旧一机难求，存储芯片虽供应紧张但仍可买到。英特尔怎么也得比闪迪长得好
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韭菜ooo
韭菜ooo
·
04-16
$台积电(TSM)$
原本7姐妹赚到的钱和能借的钱都花给英伟达和台积电这些硬件了，议价权的转移带来的市值的变化。当AI逐渐成熟后，我们应该就会看到七姐妹的营业性现金流就会又慢慢地成倍数地覆盖资本支出，1+1大于2的效果就出来了。
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韭菜ooo
韭菜ooo
·
04-15
$金斯瑞生物科技(01548)$
传奇C药产能和业绩逐步落地，C5也即将揭晓。 再加上国内新政策助推创新药指数上涨。 金斯瑞这一波能走多远？
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韭菜ooo
韭菜ooo
·
04-15
$花旗(C)$
花旗交出了十年来最强季报。每股盈利3.06美元，超预期的2.64美元。收入246亿美元，超预期的237亿美元，2026年开局异常强劲啊
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韭菜ooo
韭菜ooo
·
04-13
$中国海洋石油(00883)$
海峡每多封一天，油的缺口就会非线性地扩大，不以谁的意志为转移，中海油的估值将由短期博弈转为较长期化的利润增厚方向继续演进
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href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>Ai与人类觉醒一定会带来强博弈，欧美政治家过于给Ai站台将失去选票，这个计价即将开始，重点观察甲骨文和微软的走势","text":"$甲骨文(ORCL)$Ai与人类觉醒一定会带来强博弈，欧美政治家过于给Ai站台将失去选票，这个计价即将开始，重点观察甲骨文和微软的走势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557008423358496","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556601308353384,"gmtCreate":1776921767981,"gmtModify":1776921770532,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>汽车就是最大的工业产品门类，比手机大十倍，比芯片大20倍。特斯拉股东大会不提车，觉得撑不起市值，靠别的撑市值，这很搞笑，但市场居然就信了。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>汽车就是最大的工业产品门类，比手机大十倍，比芯片大20倍。特斯拉股东大会不提车，觉得撑不起市值，靠别的撑市值，这很搞笑，但市场居然就信了。","text":"$特斯拉(TSLA)$汽车就是最大的工业产品门类，比手机大十倍，比芯片大20倍。特斯拉股东大会不提车，觉得撑不起市值，靠别的撑市值，这很搞笑，但市场居然就信了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/556601308353384","isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"content":"不画饼谁买[开心]编也要编故事出来，hw3的硬件终于承认无法实现完全fsd了，其他的还会有什么认输的呢？","text":"不画饼谁买[开心]编也要编故事出来，hw3的硬件终于承认无法实现完全fsd了，其他的还会有什么认输的呢？","html":"不画饼谁买[开心]编也要编故事出来，hw3的硬件终于承认无法实现完全fsd了，其他的还会有什么认输的呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556401219851144,"gmtCreate":1776850689600,"gmtModify":1776850692366,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>沃特这个有点搞笑，市场的反映就是温和就说人家没有独立性，强硬就说人家是鹰派。但认真看下来：沃什不鸽不鹰，是强调数据、强调纪律的务实型掌舵人，对降息预期的整体影响中性，不需要过度担忧。","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>联合健康我出来躲财报啦朋友们，对我来说这个收益率知足了，还有机会到300以下我再进来","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>联合健康我出来躲财报啦朋友们，对我来说这个收益率知足了，还有机会到300以下我再进来","text":"$联合健康(UNH)$联合健康我出来躲财报啦朋友们，对我来说这个收益率知足了，还有机会到300以下我再进来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/556019076374568","isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555690402103456,"gmtCreate":1776677064265,"gmtModify":1776677067107,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>tsla每卖出一辆特斯拉，fsd 并不会因为人数太多导致成本上升，反而边际成本无限趋于 0，用户越多反而又增强了 fsd 性能 软件为王，网络效应形成垄断，这才是大牛股的典型特征","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>tsla每卖出一辆特斯拉，fsd 并不会因为人数太多导致成本上升，反而边际成本无限趋于 0，用户越多反而又增强了 fsd 性能 软件为王，网络效应形成垄断，这才是大牛股的典型特征","text":"$特斯拉(TSLA)$tsla每卖出一辆特斯拉，fsd 并不会因为人数太多导致成本上升，反而边际成本无限趋于 0，用户越多反而又增强了 fsd 性能 软件为王，网络效应形成垄断，这才是大牛股的典型特征","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555690402103456","isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554579407672184,"gmtCreate":1776401565881,"gmtModify":1776401568315,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>全球CPU供应短缺正扰乱个人电脑与工控机供应链，即便溢价采购，处理器依旧一机难求，存储芯片虽供应紧张但仍可买到。英特尔怎么也得比闪迪长得好","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>全球CPU供应短缺正扰乱个人电脑与工控机供应链，即便溢价采购，处理器依旧一机难求，存储芯片虽供应紧张但仍可买到。英特尔怎么也得比闪迪长得好","text":"$英特尔(INTC)$全球CPU供应短缺正扰乱个人电脑与工控机供应链，即便溢价采购，处理器依旧一机难求，存储芯片虽供应紧张但仍可买到。英特尔怎么也得比闪迪长得好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554579407672184","isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554281672913816,"gmtCreate":1776328973835,"gmtModify":1776328976793,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>原本7姐妹赚到的钱和能借的钱都花给英伟达和台积电这些硬件了，议价权的转移带来的市值的变化。当AI逐渐成熟后，我们应该就会看到七姐妹的营业性现金流就会又慢慢地成倍数地覆盖资本支出，1+1大于2的效果就出来了。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>原本7姐妹赚到的钱和能借的钱都花给英伟达和台积电这些硬件了，议价权的转移带来的市值的变化。当AI逐渐成熟后，我们应该就会看到七姐妹的营业性现金流就会又慢慢地成倍数地覆盖资本支出，1+1大于2的效果就出来了。","text":"$台积电(TSM)$原本7姐妹赚到的钱和能借的钱都花给英伟达和台积电这些硬件了，议价权的转移带来的市值的变化。当AI逐渐成熟后，我们应该就会看到七姐妹的营业性现金流就会又慢慢地成倍数地覆盖资本支出，1+1大于2的效果就出来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554281672913816","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553947105386560,"gmtCreate":1776247285861,"gmtModify":1776247288504,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a>传奇C药产能和业绩逐步落地，C5也即将揭晓。 再加上国内新政策助推创新药指数上涨。 金斯瑞这一波能走多远？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01548\">$金斯瑞生物科技(01548)$</a>传奇C药产能和业绩逐步落地，C5也即将揭晓。 再加上国内新政策助推创新药指数上涨。 金斯瑞这一波能走多远？","text":"$金斯瑞生物科技(01548)$传奇C药产能和业绩逐步落地，C5也即将揭晓。 再加上国内新政策助推创新药指数上涨。 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