社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
价值投资为王
金融科班出身，13年实战经验，研究领域横跨A股、港股和美股，专注半导体、新能源和消费，台积电投资收益超400%！
IP属地：北京
+关注
帖子 · 2,196
帖子 · 2,196
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
价值投资为王
价值投资为王
·
10:03
$阿斯麦(ASML)$
兜兜转转，又回来了！
看
242
回复
1
点赞
5
编组 21备份 2
分享
举报
价值投资为王
价值投资为王
·
08-12 09:09
今晚8点半，美国将公布7月CPI数据，经济学家预计同比增速为3.4%，6月CPI同比增速为3.5%，5月为4.2%，看样子，美伊战争导致的通胀已经触顶，利好黄金
$黄金/美元(XAUUSD.FOREX)$
、科技股
$英伟达(NVDA)$
$美光科技(MU)$
$谷歌(GOOG)$
$亚马逊(AMZN)$
黄金ETF最近反弹了不少，各国央行趁低位疯狂增持，美国通胀要是触顶，美联储年内就可能不加息了，利好不生息的黄金ETF：
$黄金ETF-SPDR(GLD)$
$SPDR Gold MiniShares Trust(GLDM)$
$黄金信托ETF-iShares(IAU)$
看
1.71万
回复
2
点赞
2
编组 21备份 2
分享
举报
价值投资为王
价值投资为王
·
08-12 08:52
根据美国能源信息管理局(EIA)《短期能源展望》的估算，今年第二季度，日均490万桶石油经霍尔木兹海峡运输。相比之下，2025年第四季度为日均2,160万桶，当时美国和以色列尚未对伊朗发动袭击。 预计石油供给受阻的情况将持续至2027年底！ 能源类股票最近走势可以啊
$埃克森美孚(XOM)$
$雪佛龙(CVX)$
$康菲石油(COP)$
$瓦莱罗能源(VLO)$
,相关ETF都快历史新高了！
$SPDR能源指数ETF(XLE)$
$Vanguard Energy ETF(VDE)$
看
1.41万
回复
评论
点赞
1
编组 21备份 2
分享
举报
价值投资为王
价值投资为王
·
08-12 08:38
7月科技股暴跌，导致杠杆ETF的管理规模降至1540亿美元，较6月末的2180亿美元下降了近42%！
$南方两倍做多海力士(07709)$
$南方两倍做多三星电子(07747)$
$三倍做多半导体ETF-Direxion Daily(SOXL)$
看
4,084
回复
评论
点赞
2
编组 21备份 2
分享
举报
价值投资为王
价值投资为王
·
08-07
谷歌又发了一笔250亿美元的债券，有1150亿资金认购，相当火爆。 2025年以来，谷歌已经通过债券的方式融资1140亿美元，成为科技股中最疯狂的一家：
$谷歌(GOOG)$
$亚马逊(AMZN)$
$甲骨文(ORCL)$
看
1.18万
回复
评论
点赞
5
编组 21备份 2
分享
举报
价值投资为王
价值投资为王
·
08-06
SpaceX后续解禁时间表：
$SpaceX(SPCX)$
看
2,690
回复
5
点赞
2
编组 21备份 2
分享
举报
价值投资为王
价值投资为王
·
08-06
彭博太牛了，每个散户都该拥有啊！这个软件里有GPU租赁价格指数，比如Silicon Data H100 Rental Index，用来衡量
$英伟达(NVDA)$
H100显卡在算力租赁市场上的价格，单位是美元/GPU/小时，最新的数据是2.72美元，2年来较高水平，显示今年AI算力需求不仅没有退烧，而且越来越紧绷，要知道，H100可是英伟达2022年9月才量产上市的产品，已经属于GPU里的古董了！ 所以，最近存储芯片和半导体股价大跌，并不是行业基本面触顶回落，纯粹是杀估值，这也是为啥今年暴涨的
$SK海力士(SKHY)$
$闪迪(SNDK)$
开始大跌，而调整了近1年的英伟达又重拾升势！
看
2.42万
回复
4
点赞
15
编组 21备份 2
分享
举报
价值投资为王
价值投资为王
·
08-05
AMD财报后暴跌9%！ 看了下原因，还是华尔街预期太高了，AMD预计三季度营收在130亿美元左右，明显高于分析师平均预期的125亿，但大家把股价暴跌的原因归于华尔街部分机构的预测远高于130亿。 好吧，现在半导体业绩超没超预期已经不重要了，涨跌真的有点随意了。 在业绩会上，AMD首席执行官苏姿丰向分析师表示，公司预计2027年数据中心营收将“增长逾一倍”。不过，多位分析师追问实现这一目标的具体构成，暗示市场认为这一展望本可以更强劲。 她表示:“在不透露具体数字的情况下”，这一增幅最终可能会“远超”100%。 除了估值高，AMD的基本面的确不需要担心，股价上蹿下跳，也是对投资者的折磨啊！
$美国超微公司(AMD)$
看
5,204
回复
4
点赞
2
编组 21备份 2
分享
举报
价值投资为王
价值投资为王
·
08-04
韩国股市这次崩盘，像极了2015年的A股，连崩盘时间节点都高度雷同。按照此逻辑，韩国KOSPI指数在未来几个月会维持震荡走势，明年有可能确认下行趋势！这几个月会是最后逃命的时间窗口吗？
$SK海力士(SKHY)$
$南方两倍做多海力士(07709)$
$3倍做多韩国ETF-Direxion(KORU)$
$南方两倍做多三星电子(07747)$
$韩国ETF-iShares MSCI(EWY)$
$Roundhill Memory ETF(DRAM)$
看
7,117
回复
4
点赞
5
编组 21备份 2
分享
举报
价值投资为王
价值投资为王
·
08-04
据彭博计算，截至周一中国的黄金ETF连续14个交易日录得资金净流入，创3月以来最长连续流入纪录: 你会抄底黄金etf吗？
$黄金ETF-SPDR(GLD)$
$黄金信托ETF-iShares(IAU)$
$SPDR Gold MiniShares Trust(GLDM)$
$黄金矿业ETF-VanEck(GDX)$
看
5,267
回复
评论
点赞
5
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":"21347731130544","uuid":"21347731130544","gmtCreate":1450075327690,"gmtModify":1772604837349,"name":"价值投资为王","pinyin":"jztzwwjiazhitouziweiwang","introduction":"毛票都是垃圾，价投才是王道！","introductionEn":"","signature":"金融科班出身，13年实战经验，研究领域横跨A股、港股和美股，专注半导体、新能源和消费，台积电投资收益超400%！","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":50240,"headSize":217,"tweetSize":2196,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":9,"name":"霸天虎","nameTw":"霸天虎","represent":"笑傲江湖","factor":"发布500条非转发主帖,其中300条优质帖,300条帖子被编辑选为精华,评论600次","iconColor":"FDA627","bgColor":"FFE276"},"themeCounts":8,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":5,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","grayImgUrl":null,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1680048000000,"redirectLinkValidityTo":1996358400000,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.08.14","exceedPercentage":null,"individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":"2026.09.13","validityToTimestamp":1789228849076,"wearingSort":0},{"badgeId":"f48104d3aff74204841356e6c91c4d07-1","templateUuid":"f48104d3aff74204841356e6c91c4d07","name":"周度最佳创作者","description":"每周获得最佳精华帖的创作者","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":19,"allocatedDate":"2026.03.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2004,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.23","exceedPercentage":"80.43%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"99ab5418acee46419c22b9c7ac12257b-1","templateUuid":"99ab5418acee46419c22b9c7ac12257b","name":"月度最佳创作者","description":"每月精华帖数量及质量位于社区TOP3的创作者","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2003,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-TSM","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“台积电”人气虎","description":"一周内发布的“台积电”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"TSM","stampPosition":0,"hasStamp":1,"allocationCount":3,"allocatedDate":"2021.12.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-AMD","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“AMD”人气虎","description":"一周内发布的“AMD”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"AMD","stampPosition":0,"hasStamp":1,"allocationCount":2,"allocatedDate":"2021.12.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-02618","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“京东物流”人气虎","description":"一周内发布的“京东物流”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"02618","stampPosition":0,"hasStamp":1,"allocationCount":1,"allocatedDate":"2021.05.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-NVDA","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“英伟达”人气虎","description":"一周内发布的“英伟达”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"NVDA","stampPosition":0,"hasStamp":1,"allocationCount":1,"allocatedDate":"2021.04.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-COIN","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“COIN”人气虎","description":"一周内发布的“COIN”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"COIN","stampPosition":0,"hasStamp":1,"allocationCount":1,"allocatedDate":"2021.04.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-00981","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“中芯国际”人气虎","description":"一周内发布的“中芯国际”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"00981","stampPosition":0,"hasStamp":1,"allocationCount":1,"allocatedDate":"2021.01.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-NFLX","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“NFLX”人气虎","description":"一周内发布的“NFLX”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"NFLX","stampPosition":0,"hasStamp":1,"allocationCount":1,"allocatedDate":"2021.01.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-AAPL","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“苹果”人气虎","description":"一周内发布的“苹果”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"AAPL","stampPosition":0,"hasStamp":1,"allocationCount":1,"allocatedDate":"2021.01.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-PDD","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“拼多多”人气虎","description":"一周内发布的“拼多多”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"PDD","stampPosition":0,"hasStamp":1,"allocationCount":1,"allocatedDate":"2021.01.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-BILI","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“哔哩哔哩”人气虎","description":"一周内发布的“哔哩哔哩”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"BILI","stampPosition":0,"hasStamp":1,"allocationCount":1,"allocatedDate":"2021.01.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-BABA","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“阿里巴巴”人气虎","description":"一周内发布的“阿里巴巴”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"BABA","stampPosition":0,"hasStamp":1,"allocationCount":1,"allocatedDate":"2021.01.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-BIDU","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“百度”人气虎","description":"一周内发布的“百度”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"BIDU","stampPosition":0,"hasStamp":1,"allocationCount":1,"allocatedDate":"2021.01.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-03690","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“美团-W”人气虎","description":"一周内发布的“美团-W”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"03690","stampPosition":0,"hasStamp":1,"allocationCount":1,"allocatedDate":"2021.01.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e2c640e5de444f3b84fa7170b007e676-1-00700","templateUuid":"e2c640e5de444f3b84fa7170b007e676","name":"“腾讯控股”人气虎","description":"一周内发布的“腾讯控股”相关帖子优质程度排名前3","bigImgUrl":"https://static.tigerbbs.com/2ba70f50467799d43bcf1b3972785ba7","smallImgUrl":"https://static.tigerbbs.com/5ecd4bad5ec93214c9325a5452cdd1b5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":"00700","stampPosition":0,"hasStamp":1,"allocationCount":1,"allocatedDate":"2021.01.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2002,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":21,"currentWearingBadge":null,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","grayImgUrl":null,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1680048000000,"redirectLinkValidityTo":1996358400000,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.08.14","exceedPercentage":null,"individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":"2026.09.13","validityToTimestamp":1789228849076,"wearingSort":0}],"crmLevel":4,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":14,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":596602529120552,"gmtCreate":1786673036335,"gmtModify":1786673048714,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a> 兜兜转转，又回来了！","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a> 兜兜转转，又回来了！","text":"$阿斯麦(ASML)$ 兜兜转转，又回来了！","images":[{"img":"https://static.tigerbbs.com/0a89d521485a43d9d68c72067fe78ed3","width":"886","height":"1499"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/596602529120552","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":595949199426672,"gmtCreate":1786496988535,"gmtModify":1786497047600,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"","htmlText":"今晚8点半，美国将公布7月CPI数据，经济学家预计同比增速为3.4%，6月CPI同比增速为3.5%，5月为4.2%，看样子，美伊战争导致的通胀已经触顶，利好黄金 <a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$</a> 、科技股 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 黄金ETF最近反弹了不少，各国央行趁低位疯狂增持，美国通胀要是触顶，美联储年内就可能不加息了，利好不生息的黄金ETF： <a href=\"https://laohu8.com/S/GLD\">$黄金ETF-SPDR(GLD)$</a> <a href=\"https://laohu8.com/S/GLDM\">$SPDR Gold MiniShares Trust(GLDM)$</a> <a href=\"https://laohu8.com/S/IAU\">$黄金信托ETF-iShares(IAU)$</a>","listText":"今晚8点半，美国将公布7月CPI数据，经济学家预计同比增速为3.4%，6月CPI同比增速为3.5%，5月为4.2%，看样子，美伊战争导致的通胀已经触顶，利好黄金 <a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$</a> 、科技股 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 黄金ETF最近反弹了不少，各国央行趁低位疯狂增持，美国通胀要是触顶，美联储年内就可能不加息了，利好不生息的黄金ETF： <a href=\"https://laohu8.com/S/GLD\">$黄金ETF-SPDR(GLD)$</a> <a href=\"https://laohu8.com/S/GLDM\">$SPDR Gold MiniShares Trust(GLDM)$</a> <a href=\"https://laohu8.com/S/IAU\">$黄金信托ETF-iShares(IAU)$</a>","text":"今晚8点半，美国将公布7月CPI数据，经济学家预计同比增速为3.4%，6月CPI同比增速为3.5%，5月为4.2%，看样子，美伊战争导致的通胀已经触顶，利好黄金 $黄金/美元(XAUUSD.FOREX)$ 、科技股 $英伟达(NVDA)$ $美光科技(MU)$ $谷歌(GOOG)$ $亚马逊(AMZN)$ 黄金ETF最近反弹了不少，各国央行趁低位疯狂增持，美国通胀要是触顶，美联储年内就可能不加息了，利好不生息的黄金ETF： $黄金ETF-SPDR(GLD)$ $SPDR Gold MiniShares Trust(GLDM)$ $黄金信托ETF-iShares(IAU)$","images":[{"img":"https://static.tigerbbs.com/758a48905b20599993173eeeff63da6d","width":"1434","height":"633"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/595949199426672","isVote":1,"tweetType":1,"viewCount":17115,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503570159183357","authorId":"3503570159183357","name":"小兔白又白","avatar":"https://static.tigerbbs.com/76bc8eb0b91a9686e087281ce27350a5","crmLevel":7,"crmLevelSwitch":1,"idStr":"3503570159183357","authorIdStr":"3503570159183357"},"content":"希望美股大跌，再低价买进","text":"希望美股大跌，再低价买进","html":"希望美股大跌，再低价买进"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":595944619767016,"gmtCreate":1786495954061,"gmtModify":1786497058350,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"","htmlText":"根据美国能源信息管理局(EIA)《短期能源展望》的估算，今年第二季度，日均490万桶石油经霍尔木兹海峡运输。相比之下，2025年第四季度为日均2,160万桶，当时美国和以色列尚未对伊朗发动袭击。 预计石油供给受阻的情况将持续至2027年底！ 能源类股票最近走势可以啊 <a href=\"https://laohu8.com/S/XOM\">$埃克森美孚(XOM)$</a> <a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> <a href=\"https://laohu8.com/S/COP\">$康菲石油(COP)$</a> <a href=\"https://laohu8.com/S/VLO\">$瓦莱罗能源(VLO)$</a> ,相关ETF都快历史新高了！ <a href=\"https://laohu8.com/S/XLE\">$SPDR能源指数ETF(XLE)$</a> <a href=\"https://laohu8.com/S/VDE\">$Vanguard Energy ETF(VDE)$</a>","listText":"根据美国能源信息管理局(EIA)《短期能源展望》的估算，今年第二季度，日均490万桶石油经霍尔木兹海峡运输。相比之下，2025年第四季度为日均2,160万桶，当时美国和以色列尚未对伊朗发动袭击。 预计石油供给受阻的情况将持续至2027年底！ 能源类股票最近走势可以啊 <a href=\"https://laohu8.com/S/XOM\">$埃克森美孚(XOM)$</a> <a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> <a href=\"https://laohu8.com/S/COP\">$康菲石油(COP)$</a> <a href=\"https://laohu8.com/S/VLO\">$瓦莱罗能源(VLO)$</a> ,相关ETF都快历史新高了！ <a href=\"https://laohu8.com/S/XLE\">$SPDR能源指数ETF(XLE)$</a> <a href=\"https://laohu8.com/S/VDE\">$Vanguard Energy ETF(VDE)$</a>","text":"根据美国能源信息管理局(EIA)《短期能源展望》的估算，今年第二季度，日均490万桶石油经霍尔木兹海峡运输。相比之下，2025年第四季度为日均2,160万桶，当时美国和以色列尚未对伊朗发动袭击。 预计石油供给受阻的情况将持续至2027年底！ 能源类股票最近走势可以啊 $埃克森美孚(XOM)$ $雪佛龙(CVX)$ $康菲石油(COP)$ $瓦莱罗能源(VLO)$ ,相关ETF都快历史新高了！ $SPDR能源指数ETF(XLE)$ $Vanguard Energy ETF(VDE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595944619767016","isVote":1,"tweetType":1,"viewCount":14093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595941427176632,"gmtCreate":1786495137455,"gmtModify":1786495140542,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"","htmlText":"7月科技股暴跌，导致杠杆ETF的管理规模降至1540亿美元，较6月末的2180亿美元下降了近42%！ <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>","listText":"7月科技股暴跌，导致杠杆ETF的管理规模降至1540亿美元，较6月末的2180亿美元下降了近42%！ <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>","text":"7月科技股暴跌，导致杠杆ETF的管理规模降至1540亿美元，较6月末的2180亿美元下降了近42%！ $南方两倍做多海力士(07709)$ $南方两倍做多三星电子(07747)$ $三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595941427176632","isVote":1,"tweetType":1,"viewCount":4084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":594166626153672,"gmtCreate":1786061851452,"gmtModify":1786062964147,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"","htmlText":"谷歌又发了一笔250亿美元的债券，有1150亿资金认购，相当火爆。 2025年以来，谷歌已经通过债券的方式融资1140亿美元，成为科技股中最疯狂的一家： <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","listText":"谷歌又发了一笔250亿美元的债券，有1150亿资金认购，相当火爆。 2025年以来，谷歌已经通过债券的方式融资1140亿美元，成为科技股中最疯狂的一家： <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>","text":"谷歌又发了一笔250亿美元的债券，有1150亿资金认购，相当火爆。 2025年以来，谷歌已经通过债券的方式融资1140亿美元，成为科技股中最疯狂的一家： $谷歌(GOOG)$ $亚马逊(AMZN)$ $甲骨文(ORCL)$","images":[{"img":"https://static.tigerbbs.com/67a3d0b6f07b08fcfa77b7785cdecf4c","width":"1172","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/594166626153672","isVote":1,"tweetType":1,"viewCount":11842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":593907085292776,"gmtCreate":1785998509122,"gmtModify":1785998513602,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"","htmlText":"SpaceX后续解禁时间表： <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a>","listText":"SpaceX后续解禁时间表： <a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a>","text":"SpaceX后续解禁时间表： $SpaceX(SPCX)$","images":[{"img":"https://static.tigerbbs.com/33f61b36439596d814836922bc62cbb1","width":"693","height":"525"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/593907085292776","isVote":1,"tweetType":1,"viewCount":2690,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499414020530028","authorId":"3499414020530028","name":"三更穷五更富","avatar":"https://static.tigerbbs.com/adf2728b6759f675715c81f7fe48fa9f","crmLevel":4,"crmLevelSwitch":0,"idStr":"3499414020530028","authorIdStr":"3499414020530028"},"content":"开盘会怎么样","text":"开盘会怎么样","html":"开盘会怎么样"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":593894878913744,"gmtCreate":1785995508988,"gmtModify":1785995578434,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"","htmlText":"彭博太牛了，每个散户都该拥有啊！这个软件里有GPU租赁价格指数，比如Silicon Data H100 Rental Index，用来衡量 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> H100显卡在算力租赁市场上的价格，单位是美元/GPU/小时，最新的数据是2.72美元，2年来较高水平，显示今年AI算力需求不仅没有退烧，而且越来越紧绷，要知道，H100可是英伟达2022年9月才量产上市的产品，已经属于GPU里的古董了！ 所以，最近存储芯片和半导体股价大跌，并不是行业基本面触顶回落，纯粹是杀估值，这也是为啥今年暴涨的 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 开始大跌，而调整了近1年的英伟达又重拾升势！","listText":"彭博太牛了，每个散户都该拥有啊！这个软件里有GPU租赁价格指数，比如Silicon Data H100 Rental Index，用来衡量 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> H100显卡在算力租赁市场上的价格，单位是美元/GPU/小时，最新的数据是2.72美元，2年来较高水平，显示今年AI算力需求不仅没有退烧，而且越来越紧绷，要知道，H100可是英伟达2022年9月才量产上市的产品，已经属于GPU里的古董了！ 所以，最近存储芯片和半导体股价大跌，并不是行业基本面触顶回落，纯粹是杀估值，这也是为啥今年暴涨的 <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 开始大跌，而调整了近1年的英伟达又重拾升势！","text":"彭博太牛了，每个散户都该拥有啊！这个软件里有GPU租赁价格指数，比如Silicon Data H100 Rental Index，用来衡量 $英伟达(NVDA)$ H100显卡在算力租赁市场上的价格，单位是美元/GPU/小时，最新的数据是2.72美元，2年来较高水平，显示今年AI算力需求不仅没有退烧，而且越来越紧绷，要知道，H100可是英伟达2022年9月才量产上市的产品，已经属于GPU里的古董了！ 所以，最近存储芯片和半导体股价大跌，并不是行业基本面触顶回落，纯粹是杀估值，这也是为啥今年暴涨的 $SK海力士(SKHY)$ $闪迪(SNDK)$ 开始大跌，而调整了近1年的英伟达又重拾升势！","images":[{"img":"https://static.tigerbbs.com/97f6210fa5ab251a800738077fb55d6e","width":"1593","height":"750"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/593894878913744","isVote":1,"tweetType":1,"viewCount":24165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3436780714362320","authorId":"3436780714362320","name":"酒吧里喝饮料的boy11","avatar":"https://static.tigerbbs.com/69794e8c5b34f52529eebf08060f2edf","crmLevel":4,"crmLevelSwitch":0,"idStr":"3436780714362320","authorIdStr":"3436780714362320"},"content":"彭博没找到啊 [流泪]","text":"彭博没找到啊 [流泪]","html":"彭博没找到啊 [流泪]"},{"author":{"id":"3496346935589210","authorId":"3496346935589210","name":"2567啊","avatar":"https://static.tigerbbs.com/d866cf010a6e4a06fd92dfc1d4d30944","crmLevel":2,"crmLevelSwitch":0,"idStr":"3496346935589210","authorIdStr":"3496346935589210"},"content":"什么软件？","text":"什么软件？","html":"什么软件？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":593454220440728,"gmtCreate":1785887885211,"gmtModify":1785887892193,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"","htmlText":"AMD财报后暴跌9%！ 看了下原因，还是华尔街预期太高了，AMD预计三季度营收在130亿美元左右，明显高于分析师平均预期的125亿，但大家把股价暴跌的原因归于华尔街部分机构的预测远高于130亿。 好吧，现在半导体业绩超没超预期已经不重要了，涨跌真的有点随意了。 在业绩会上，AMD首席执行官苏姿丰向分析师表示，公司预计2027年数据中心营收将“增长逾一倍”。不过，多位分析师追问实现这一目标的具体构成，暗示市场认为这一展望本可以更强劲。 她表示:“在不透露具体数字的情况下”，这一增幅最终可能会“远超”100%。 除了估值高，AMD的基本面的确不需要担心，股价上蹿下跳，也是对投资者的折磨啊！ <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","listText":"AMD财报后暴跌9%！ 看了下原因，还是华尔街预期太高了，AMD预计三季度营收在130亿美元左右，明显高于分析师平均预期的125亿，但大家把股价暴跌的原因归于华尔街部分机构的预测远高于130亿。 好吧，现在半导体业绩超没超预期已经不重要了，涨跌真的有点随意了。 在业绩会上，AMD首席执行官苏姿丰向分析师表示，公司预计2027年数据中心营收将“增长逾一倍”。不过，多位分析师追问实现这一目标的具体构成，暗示市场认为这一展望本可以更强劲。 她表示:“在不透露具体数字的情况下”，这一增幅最终可能会“远超”100%。 除了估值高，AMD的基本面的确不需要担心，股价上蹿下跳，也是对投资者的折磨啊！ <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>","text":"AMD财报后暴跌9%！ 看了下原因，还是华尔街预期太高了，AMD预计三季度营收在130亿美元左右，明显高于分析师平均预期的125亿，但大家把股价暴跌的原因归于华尔街部分机构的预测远高于130亿。 好吧，现在半导体业绩超没超预期已经不重要了，涨跌真的有点随意了。 在业绩会上，AMD首席执行官苏姿丰向分析师表示，公司预计2027年数据中心营收将“增长逾一倍”。不过，多位分析师追问实现这一目标的具体构成，暗示市场认为这一展望本可以更强劲。 她表示:“在不透露具体数字的情况下”，这一增幅最终可能会“远超”100%。 除了估值高，AMD的基本面的确不需要担心，股价上蹿下跳，也是对投资者的折磨啊！ $美国超微公司(AMD)$","images":[{"img":"https://static.tigerbbs.com/61d3bc56fed0fab8735c79351f736fa0","width":"1121","height":"381"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/593454220440728","isVote":1,"tweetType":1,"viewCount":5204,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3522545820169723","authorId":"3522545820169723","name":"秋赤音","avatar":"https://static.tigerbbs.com/6f5f9e35aed6574ae569a8d43dd7254e","crmLevel":7,"crmLevelSwitch":0,"idStr":"3522545820169723","authorIdStr":"3522545820169723"},"content":"涨跌看华尔街。财报跟赌博一样","text":"涨跌看华尔街。财报跟赌博一样","html":"涨跌看华尔街。财报跟赌博一样"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":593283864397032,"gmtCreate":1785846355582,"gmtModify":1785846370802,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"","htmlText":"韩国股市这次崩盘，像极了2015年的A股，连崩盘时间节点都高度雷同。按照此逻辑，韩国KOSPI指数在未来几个月会维持震荡走势，明年有可能确认下行趋势！这几个月会是最后逃命的时间窗口吗？ <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a> <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> <a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a>","listText":"韩国股市这次崩盘，像极了2015年的A股，连崩盘时间节点都高度雷同。按照此逻辑，韩国KOSPI指数在未来几个月会维持震荡走势，明年有可能确认下行趋势！这几个月会是最后逃命的时间窗口吗？ <a href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a href=\"https://laohu8.com/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a> <a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> <a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a>","text":"韩国股市这次崩盘，像极了2015年的A股，连崩盘时间节点都高度雷同。按照此逻辑，韩国KOSPI指数在未来几个月会维持震荡走势，明年有可能确认下行趋势！这几个月会是最后逃命的时间窗口吗？ $SK海力士(SKHY)$ $南方两倍做多海力士(07709)$ $3倍做多韩国ETF-Direxion(KORU)$ $南方两倍做多三星电子(07747)$ $韩国ETF-iShares MSCI(EWY)$ $Roundhill Memory ETF(DRAM)$","images":[{"img":"https://static.tigerbbs.com/dea6a77374cff6af0a0931d9f7b84c1d","width":"948","height":"567"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/593283864397032","isVote":1,"tweetType":1,"viewCount":7117,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","crmLevel":1,"crmLevelSwitch":1,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"content":"同样看KOSPI缓步下跌，这次反弹后会再次下探。 1基本面上，存储的涨价预期已经走到头了，再涨不要说下游美国企业接受不了，川普也要政治施压了，产能两三年内又是已经被锁定，价格产能全被锁死的情况下，业绩很难再维持高增速，高估值自然就走不下去了。 2资金面上，韩国自己的散户杠杆都还没有清完，刚涌入大量外资很多又都是杠杆资金，比如koru，ram，整个市场里面始终有大量杠杆资金在博弈，杠杆资金导致的高波动率会始终伴随KOSPI的后续走势，一有利空非常容易触发再次踩踏崩盘。","text":"同样看KOSPI缓步下跌，这次反弹后会再次下探。 1基本面上，存储的涨价预期已经走到头了，再涨不要说下游美国企业接受不了，川普也要政治施压了，产能两三年内又是已经被锁定，价格产能全被锁死的情况下，业绩很难再维持高增速，高估值自然就走不下去了。 2资金面上，韩国自己的散户杠杆都还没有清完，刚涌入大量外资很多又都是杠杆资金，比如koru，ram，整个市场里面始终有大量杠杆资金在博弈，杠杆资金导致的高波动率会始终伴随KOSPI的后续走势，一有利空非常容易触发再次踩踏崩盘。","html":"同样看KOSPI缓步下跌，这次反弹后会再次下探。 1基本面上，存储的涨价预期已经走到头了，再涨不要说下游美国企业接受不了，川普也要政治施压了，产能两三年内又是已经被锁定，价格产能全被锁死的情况下，业绩很难再维持高增速，高估值自然就走不下去了。 2资金面上，韩国自己的散户杠杆都还没有清完，刚涌入大量外资很多又都是杠杆资金，比如koru，ram，整个市场里面始终有大量杠杆资金在博弈，杠杆资金导致的高波动率会始终伴随KOSPI的后续走势，一有利空非常容易触发再次踩踏崩盘。"},{"author":{"id":"4210522535662642","authorId":"4210522535662642","name":"maxitong","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4210522535662642","authorIdStr":"4210522535662642"},"content":"是不是已經開始進入技術性熊市了？沒想到這麼快。","text":"是不是已經開始進入技術性熊市了？沒想到這麼快。","html":"是不是已經開始進入技術性熊市了？沒想到這麼快。"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":593246116779208,"gmtCreate":1785837117718,"gmtModify":1785837123148,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"","htmlText":"据彭博计算，截至周一中国的黄金ETF连续14个交易日录得资金净流入，创3月以来最长连续流入纪录: 你会抄底黄金etf吗？ <a href=\"https://laohu8.com/S/GLD\">$黄金ETF-SPDR(GLD)$</a> <a href=\"https://laohu8.com/S/IAU\">$黄金信托ETF-iShares(IAU)$</a> <a href=\"https://laohu8.com/S/GLDM\">$SPDR Gold MiniShares Trust(GLDM)$</a> <a href=\"https://laohu8.com/S/GDX\">$黄金矿业ETF-VanEck(GDX)$</a>","listText":"据彭博计算，截至周一中国的黄金ETF连续14个交易日录得资金净流入，创3月以来最长连续流入纪录: 你会抄底黄金etf吗？ <a href=\"https://laohu8.com/S/GLD\">$黄金ETF-SPDR(GLD)$</a> <a href=\"https://laohu8.com/S/IAU\">$黄金信托ETF-iShares(IAU)$</a> <a href=\"https://laohu8.com/S/GLDM\">$SPDR Gold MiniShares Trust(GLDM)$</a> <a href=\"https://laohu8.com/S/GDX\">$黄金矿业ETF-VanEck(GDX)$</a>","text":"据彭博计算，截至周一中国的黄金ETF连续14个交易日录得资金净流入，创3月以来最长连续流入纪录: 你会抄底黄金etf吗？ $黄金ETF-SPDR(GLD)$ $黄金信托ETF-iShares(IAU)$ $SPDR Gold MiniShares Trust(GLDM)$ $黄金矿业ETF-VanEck(GDX)$","images":[{"img":"https://static.tigerbbs.com/30dc4142dccf051eaf181d8d16f63229","width":"986","height":"609"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/593246116779208","isVote":1,"tweetType":1,"viewCount":5267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}