社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
天边的远星
IP属地：未知
+关注
帖子 · 52
帖子 · 52
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
天边的远星
天边的远星
·
03-11
$宁德时代(300750)$
这两天走得不错，南向资金一直在往里进。主要还是业绩确实能打，海外毛利也做得挺猛。这个位置有人看新高，有人等回调，你们觉得是跟南向走还是再等等？
看
476
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
天边的远星
天边的远星
·
03-11
$蔚来(NIO)$
这一把确实猛，Q4首次盈利了，今天直接大涨16个点，市值重回千亿。看了一下财报，销量创了新高，卖车毛利率也起来了，降本增效这块是实打实做了功课。总算让我回了口血。
看
1,285
回复
评论
点赞
1
编组 21备份 2
分享
举报
天边的远星
天边的远星
·
03-10
中概财报季开始了，手里拿着
$蔚来(NIO)$
，今天盘前出业绩就看这一把了。Q4说要首次盈利，销量也确实创了新高，就看能不能兑现。不过最近比亚迪那个闪充技术吵得挺凶，换电和快充路线又杠上了，这波财报能不能硬气一把？
看
219
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
天边的远星
天边的远星
·
03-10
南向资金昨天一天干了370亿进去，创了历史纪录，这帮大机构是真敢下手。A股这边也是双针探底的形态走出来了，加上量能放得不错，这个位置确实没啥好慌的。科技主线还是很清晰，AI算力这边消息催化不断，国内数据也挺硬，这波底应该是坐实了
看
266
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
天边的远星
天边的远星
·
02-26
$Palantir Technologies Inc.(PLTR)$
AI恐慌交易消退得很快。市场开始转绿。如果
$英伟达(NVDA)$
能给我哪怕一点推动，整个AI领域都会迎来不错的上涨。大家干杯！
看
508
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
天边的远星
天边的远星
·
2025-12-19
$Palantir Technologies Inc.(PLTR)$
这波走势估计还能往上窜个八块十块的...哈哈
看
1,031
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
天边的远星
天边的远星
·
2025-12-17
#真金未必都发光。懂的都懂。持多单的弟兄们应该感受到需求浪潮了吧。现在参加客户会议或内部会议，没有哪次不反复提到人工智能。最妙的是客户对实际落地应用还处于懵圈状态。条条大路通
$Palantir Technologies Inc.(PLTR)$
。
看
2,194
回复
1
点赞
1
编组 21备份 2
分享
举报
天边的远星
天边的远星
·
2025-12-12
要是
$博通(AVGO)$
财报能超预期，盘后回血还不是分分钟的事。
$好市多(COST)$
也即将发布财报，
$甲骨文(ORCL)$
刚交出的季度成绩单营收略逊一筹。至于
$Palantir Technologies Inc.(PLTR)$
嘛，个人觉得能冲上200美元。
看
1,882
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
天边的远星
天边的远星
·
2025-12-10
持仓
$Palantir Technologies Inc.(PLTR)$
小赚一波 前政府政策红利仍在 静待后续发展
看
953
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
天边的远星
天边的远星
·
2025-12-10
海军联合
$Palantir Technologies Inc.(PLTR)$
推出"舰载操作系统"，号称能加速军舰制造。这套名为ShipOS的系统据说先拿潜艇做试点，后续还能扩展到航母和战斗机维护领域。
看
1,260
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"10000000000010529","uuid":"10000000000010529","gmtCreate":1664443973172,"gmtModify":1735280124373,"name":"天边的远星","pinyin":"tbdyxtianbiandeyuanxing","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/c1c41413fd02f1b5e8685210b6b0bff0","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":23,"headSize":18,"tweetSize":52,"questionSize":0,"limitLevel":900,"accountStatus":3,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":541449270960168,"gmtCreate":1773212653370,"gmtModify":1773212656172,"author":{"id":"10000000000010529","authorId":"10000000000010529","name":"天边的远星","avatar":"https://static.tigerbbs.com/c1c41413fd02f1b5e8685210b6b0bff0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010529","idStr":"10000000000010529"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a> 这两天走得不错，南向资金一直在往里进。主要还是业绩确实能打，海外毛利也做得挺猛。这个位置有人看新高，有人等回调，你们觉得是跟南向走还是再等等？","listText":"<a href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a> 这两天走得不错，南向资金一直在往里进。主要还是业绩确实能打，海外毛利也做得挺猛。这个位置有人看新高，有人等回调，你们觉得是跟南向走还是再等等？","text":"$宁德时代(300750)$ 这两天走得不错，南向资金一直在往里进。主要还是业绩确实能打，海外毛利也做得挺猛。这个位置有人看新高，有人等回调，你们觉得是跟南向走还是再等等？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541449270960168","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541449124324304,"gmtCreate":1773212540742,"gmtModify":1773212543641,"author":{"id":"10000000000010529","authorId":"10000000000010529","name":"天边的远星","avatar":"https://static.tigerbbs.com/c1c41413fd02f1b5e8685210b6b0bff0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010529","idStr":"10000000000010529"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 这一把确实猛，Q4首次盈利了，今天直接大涨16个点，市值重回千亿。看了一下财报，销量创了新高，卖车毛利率也起来了，降本增效这块是实打实做了功课。总算让我回了口血。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 这一把确实猛，Q4首次盈利了，今天直接大涨16个点，市值重回千亿。看了一下财报，销量创了新高，卖车毛利率也起来了，降本增效这块是实打实做了功课。总算让我回了口血。","text":"$蔚来(NIO)$ 这一把确实猛，Q4首次盈利了，今天直接大涨16个点，市值重回千亿。看了一下财报，销量创了新高，卖车毛利率也起来了，降本增效这块是实打实做了功课。总算让我回了口血。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541449124324304","isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541116658036992,"gmtCreate":1773131432603,"gmtModify":1773132511921,"author":{"id":"10000000000010529","authorId":"10000000000010529","name":"天边的远星","avatar":"https://static.tigerbbs.com/c1c41413fd02f1b5e8685210b6b0bff0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010529","idStr":"10000000000010529"},"themes":[],"htmlText":"中概财报季开始了，手里拿着 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ，今天盘前出业绩就看这一把了。Q4说要首次盈利，销量也确实创了新高，就看能不能兑现。不过最近比亚迪那个闪充技术吵得挺凶，换电和快充路线又杠上了，这波财报能不能硬气一把？","listText":"中概财报季开始了，手里拿着 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ，今天盘前出业绩就看这一把了。Q4说要首次盈利，销量也确实创了新高，就看能不能兑现。不过最近比亚迪那个闪充技术吵得挺凶，换电和快充路线又杠上了，这波财报能不能硬气一把？","text":"中概财报季开始了，手里拿着 $蔚来(NIO)$ ，今天盘前出业绩就看这一把了。Q4说要首次盈利，销量也确实创了新高，就看能不能兑现。不过最近比亚迪那个闪充技术吵得挺凶，换电和快充路线又杠上了，这波财报能不能硬气一把？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541116658036992","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541115045654568,"gmtCreate":1773131055395,"gmtModify":1773131058808,"author":{"id":"10000000000010529","authorId":"10000000000010529","name":"天边的远星","avatar":"https://static.tigerbbs.com/c1c41413fd02f1b5e8685210b6b0bff0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010529","idStr":"10000000000010529"},"themes":[],"htmlText":"南向资金昨天一天干了370亿进去，创了历史纪录，这帮大机构是真敢下手。A股这边也是双针探底的形态走出来了，加上量能放得不错，这个位置确实没啥好慌的。科技主线还是很清晰，AI算力这边消息催化不断，国内数据也挺硬，这波底应该是坐实了","listText":"南向资金昨天一天干了370亿进去，创了历史纪录，这帮大机构是真敢下手。A股这边也是双针探底的形态走出来了，加上量能放得不错，这个位置确实没啥好慌的。科技主线还是很清晰，AI算力这边消息催化不断，国内数据也挺硬，这波底应该是坐实了","text":"南向资金昨天一天干了370亿进去，创了历史纪录，这帮大机构是真敢下手。A股这边也是双针探底的形态走出来了，加上量能放得不错，这个位置确实没啥好慌的。科技主线还是很清晰，AI算力这边消息催化不断，国内数据也挺硬，这波底应该是坐实了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541115045654568","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536758317257296,"gmtCreate":1772044924000,"gmtModify":1772104622149,"author":{"id":"10000000000010529","authorId":"10000000000010529","name":"天边的远星","avatar":"https://static.tigerbbs.com/c1c41413fd02f1b5e8685210b6b0bff0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010529","idStr":"10000000000010529"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> AI恐慌交易消退得很快。市场开始转绿。如果<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>能给我哪怕一点推动，整个AI领域都会迎来不错的上涨。大家干杯！","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> AI恐慌交易消退得很快。市场开始转绿。如果<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>能给我哪怕一点推动，整个AI领域都会迎来不错的上涨。大家干杯！","text":"$Palantir Technologies Inc.(PLTR)$ AI恐慌交易消退得很快。市场开始转绿。如果$英伟达(NVDA)$ 能给我哪怕一点推动，整个AI领域都会迎来不错的上涨。大家干杯！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536758317257296","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512396399644776,"gmtCreate":1766088504000,"gmtModify":1766126404456,"author":{"id":"10000000000010529","authorId":"10000000000010529","name":"天边的远星","avatar":"https://static.tigerbbs.com/c1c41413fd02f1b5e8685210b6b0bff0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010529","idStr":"10000000000010529"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>这波走势估计还能往上窜个八块十块的...哈哈","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>这波走势估计还能往上窜个八块十块的...哈哈","text":"$Palantir Technologies Inc.(PLTR)$ 这波走势估计还能往上窜个八块十块的...哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512396399644776","isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511672489914472,"gmtCreate":1765921459000,"gmtModify":1765953163791,"author":{"id":"10000000000010529","authorId":"10000000000010529","name":"天边的远星","avatar":"https://static.tigerbbs.com/c1c41413fd02f1b5e8685210b6b0bff0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010529","idStr":"10000000000010529"},"themes":[],"title":"","htmlText":"#真金未必都发光。懂的都懂。持多单的弟兄们应该感受到需求浪潮了吧。现在参加客户会议或内部会议，没有哪次不反复提到人工智能。最妙的是客户对实际落地应用还处于懵圈状态。条条大路通<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>。","listText":"#真金未必都发光。懂的都懂。持多单的弟兄们应该感受到需求浪潮了吧。现在参加客户会议或内部会议，没有哪次不反复提到人工智能。最妙的是客户对实际落地应用还处于懵圈状态。条条大路通<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>。","text":"#真金未必都发光。懂的都懂。持多单的弟兄们应该感受到需求浪潮了吧。现在参加客户会议或内部会议，没有哪次不反复提到人工智能。最妙的是客户对实际落地应用还处于懵圈状态。条条大路通$Palantir Technologies Inc.(PLTR)$ 。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/511672489914472","isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509881217036392,"gmtCreate":1765473185000,"gmtModify":1765538289305,"author":{"id":"10000000000010529","authorId":"10000000000010529","name":"天边的远星","avatar":"https://static.tigerbbs.com/c1c41413fd02f1b5e8685210b6b0bff0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010529","idStr":"10000000000010529"},"themes":[],"title":"","htmlText":"要是<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>财报能超预期，盘后回血还不是分分钟的事。<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$ </a>也即将发布财报，<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>刚交出的季度成绩单营收略逊一筹。至于<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>嘛，个人觉得能冲上200美元。","listText":"要是<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>财报能超预期，盘后回血还不是分分钟的事。<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$ </a>也即将发布财报，<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>刚交出的季度成绩单营收略逊一筹。至于<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>嘛，个人觉得能冲上200美元。","text":"要是$博通(AVGO)$ 财报能超预期，盘后回血还不是分分钟的事。$好市多(COST)$ 也即将发布财报，$甲骨文(ORCL)$ 刚交出的季度成绩单营收略逊一筹。至于$Palantir Technologies Inc.(PLTR)$ 嘛，个人觉得能冲上200美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509881217036392","isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509144522387560,"gmtCreate":1765330940000,"gmtModify":1765349241352,"author":{"id":"10000000000010529","authorId":"10000000000010529","name":"天边的远星","avatar":"https://static.tigerbbs.com/c1c41413fd02f1b5e8685210b6b0bff0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010529","idStr":"10000000000010529"},"themes":[],"title":"","htmlText":"持仓<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>小赚一波 前政府政策红利仍在 静待后续发展","listText":"持仓<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>小赚一波 前政府政策红利仍在 静待后续发展","text":"持仓$Palantir Technologies Inc.(PLTR)$ 小赚一波 前政府政策红利仍在 静待后续发展","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509144522387560","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509130816610432,"gmtCreate":1765325859000,"gmtModify":1765349936773,"author":{"id":"10000000000010529","authorId":"10000000000010529","name":"天边的远星","avatar":"https://static.tigerbbs.com/c1c41413fd02f1b5e8685210b6b0bff0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010529","idStr":"10000000000010529"},"themes":[],"title":"","htmlText":"海军联合<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>推出\"舰载操作系统\"，号称能加速军舰制造。这套名为ShipOS的系统据说先拿潜艇做试点，后续还能扩展到航母和战斗机维护领域。","listText":"海军联合<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>推出\"舰载操作系统\"，号称能加速军舰制造。这套名为ShipOS的系统据说先拿潜艇做试点，后续还能扩展到航母和战斗机维护领域。","text":"海军联合$Palantir Technologies Inc.(PLTR)$ 推出\"舰载操作系统\"，号称能加速军舰制造。这套名为ShipOS的系统据说先拿潜艇做试点，后续还能扩展到航母和战斗机维护领域。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509130816610432","isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}