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逆向分析师
看到我的预测，尽量反向操作哦
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逆向分析师
逆向分析师
·
08-14
$CoreWeave, Inc.(CRWV)$
看这表现，15号解禁几乎可以说稳破100了[捂脸]
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逆向分析师
逆向分析师
·
08-08
$英特尔(INTC)$
这其实就看明白懂王这周对英特尔操作是咋回事了：先要求台积电入资以示好，但英特尔没积极回应他对于“美国优先、国内投资、制造回流”的要求，这让他不满觉得陈立武没有“美国心”屁股坐歪了，于是就开喷陈立武了
英特尔发布声明称该公司、董事会和首席执行官陈立武致力于推进美国的国家和经济安全利益并正在进行符合总统“美国优先”议程的重
英特尔发布声明称该公司、董事会和首席执行官陈立武致力于推进美国的国家和经济安全利益并正在进行符合总统“美国优先”议程的重大投资。英特尔称该公司在美国生产已有56年的历史将继续在美国半导体研发和制造领域
英特尔发布声明称该公司、董事会和首席执行官陈立武致力于推进美国的国家和经济安全利益并正在进行符合总统“美国优先”议程的重
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逆向分析师
逆向分析师
·
08-08
$英特尔(INTC)$
看来根源还是董事会已经彻底烂了。基辛格创新未半而中道被换，陈立武改弦更张玩投资遇阻。说明董事会一方面缺乏有凝聚力的统一方向指引、另一方面缺少对决策的长效执行，这样的董事会之下，路线是“技工贸”还是“贸工技”已经不重要了，换谁当ceo都是完蛋
英特尔首席执行官与部分董事对未来制造业存在分歧。（华尔街日报）。
英特尔首席执行官与部分董事对未来制造业存在分歧。（华尔街日报）。
英特尔首席执行官与部分董事对未来制造业存在分歧。（华尔街日报）。
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逆向分析师
逆向分析师
·
08-07
$英特尔(INTC)$
这三四天懂王改炒英特尔了啊，先是他放个利好扭转了跌势回涨了两天，这次又放个利空[捂脸]
美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职
8月7日（周四），美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。
美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职
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逆向分析师
逆向分析师
·
08-07
$CoreWeave, Inc.(CRWV)$
上调评级利好。预测剧情：财报前几个交易日107.5托底，主要在112.5-117.5之间波动，财报后上扬两天破120，行权日&解禁日回110-115之间
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逆向分析师
逆向分析师
·
08-06
$CoreWeave, Inc.(CRWV)$
CORZ收购受阻消息利好下，估计财报前可以105托底了 //
@逆向分析师
:
$CoreWeave, Inc.(CRWV)$
已破125，悲观表态，财报前看向100
@逆向分析师：
$CoreWeave, Inc.(CRWV)$ 主力出逃已砸破128支撑，如果今日下破125将意味着一段时间内将难有起色（除非次月财报足够振奋人心）
$CoreWeave, Inc.(CRWV)$ 主力出逃已砸破128支撑，如果今日下破125将意味着一段时间内将难有起色（除非次月财报足够振奋人心）
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逆向分析师
逆向分析师
·
08-05
特朗普：你别管乱不乱，你就说有没有改善贸易逆差吧[贱笑]
美国贸易逆差缩至2023年以来最窄，进口下滑成主因
智通财经APP获悉，由于企业在年初大规模进口潮后纷纷削减采购，美国6月贸易逆差收窄至2023年9月以来的最低水平。美国商务部周二公布的数据显示，6月商品和服务贸易逆差较前月大幅收缩16%，降至602亿美元。其中，消费品进口降至2020年9月以来的最低水平，工业用品和汽车进口也出现下滑，不过资本设备进口有所上升。上周，白宫公布了针对在8月1日截止日期前未与美国达成贸易协议国家的调整后对等关税税率。
美国贸易逆差缩至2023年以来最窄，进口下滑成主因
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逆向分析师
逆向分析师
·
08-01
$英特尔(INTC)$
趁着下跌必须再挂一次，让之前杠我的人看看 //
@逆向分析师
: 这就是选个搞资本投资ceo的下场，此前基辛格想的是如何创新技术领先，陈立武想的是节流省出钱搞商业合作和投资，然后员工少再把楼卖一卖，最后就可以全部出手把公司卖出去了
陈立武再度“壮士断腕”，英特尔被曝在美再裁员约 5000 人
IT之家 7 月 17 日消息，据 The Register 今日报道，英特尔提交的文件显示，该公司计划裁员约 5000 人，主要集中在加州和俄勒冈州。最近公布的通知显示，英特尔计划在加州 Folsom 和圣克拉拉工厂裁员近 2000 人，在俄勒冈州 Hillsboro 和 Aloha裁员约 2500 人。亚利桑那当地媒体称，原计划裁员 170 人的人数已增加至近 700 人，得克萨斯州的员工也被告知自己“不再被需要”。据IT之家了解，此次裁员使英特尔一年内累计裁员超 2 万人。
陈立武再度“壮士断腕”，英特尔被曝在美再裁员约 5000 人
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逆向分析师
逆向分析师
·
08-01
$CoreWeave, Inc.(CRWV)$
进度80%，还有两周呢，感觉还是跌得有点快了 //
@逆向分析师
:
$CoreWeave, Inc.(CRWV)$
已破125，悲观表态，财报前看向100
@逆向分析师：
$CoreWeave, Inc.(CRWV)$ 主力出逃已砸破128支撑，如果今日下破125将意味着一段时间内将难有起色（除非次月财报足够振奋人心）
$CoreWeave, Inc.(CRWV)$ 主力出逃已砸破128支撑，如果今日下破125将意味着一段时间内将难有起色（除非次月财报足够振奋人心）
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逆向分析师
逆向分析师
·
07-31
$苹果(AAPL)$
盘后财报大概率会炸一下，不过这周已经算是预消化了，虽然财报会拉，但应该不至于很剧烈的反应，反而可能因为行权日来临小反弹割一波空头
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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159582":"半导体","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4612":"AI芯片","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","INTC":"英特尔","BK4605":"半导体精选","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4554":"元宇宙及AR概念","BK4543":"AI","BK4512":"苹果概念","BK4527":"明星科技股","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","INTC":"英特尔","BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4612":"AI芯片","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","BK4605":"半导体精选","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) 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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 这三四天懂王改炒英特尔了啊，先是他放个利好扭转了跌势回涨了两天，这次又放个利空[捂脸] ","text":"$英特尔(INTC)$ 这三四天懂王改炒英特尔了啊，先是他放个利好扭转了跌势回涨了两天，这次又放个利空[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465100497432792","repostId":"1173597457","repostType":2,"repost":{"id":"1173597457","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1754567029,"share":"https://www.laohu8.com/m/news/1173597457?lang=&edition=full","pubTime":"2025-08-07 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19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月7日（周四），英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fd5cc40a05289d035710dc9ffb11869\" tg-width=\"215\" tg-height=\"111\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173597457","content_text":"8月7日（周四），英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465096584409496,"gmtCreate":1754574549677,"gmtModify":1754574551090,"author":{"id":"3462396565804988","authorId":"3462396565804988","name":"逆向分析师","avatar":"https://static.tigerbbs.com/a030da24eb4cbe664584c68eca1c40df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462396565804988","authorIdStr":"3462396565804988"},"themes":[],"htmlText":"<a 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23:30","market":"sh","language":"zh","title":"美国贸易逆差缩至2023年以来最窄，进口下滑成主因","url":"https://stock-news.laohu8.com/highlight/detail?id=2557928503","media":"智通财经","summary":"智通财经APP获悉，由于企业在年初大规模进口潮后纷纷削减采购，美国6月贸易逆差收窄至2023年9月以来的最低水平。美国商务部周二公布的数据显示，6月商品和服务贸易逆差较前月大幅收缩16%，降至602亿美元。其中，消费品进口降至2020年9月以来的最低水平，工业用品和汽车进口也出现下滑，不过资本设备进口有所上升。上周，白宫公布了针对在8月1日截止日期前未与美国达成贸易协议国家的调整后对等关税税率。","content":"<html><head></head><body><p>由于企业在年初大规模进口潮后纷纷削减采购，美国6月贸易逆差收窄至2023年9月以来的最低水平。美国商务部周二公布的数据显示，6月商品和服务贸易逆差较前月大幅收缩16%，降至602亿美元。彭博社对经济学家的调查中，预测中值为逆差610亿美元。</p><p>数据显示，进口总值下降3.7%，主要受进口商品价值降至2024年3月以来最低水平的拖累;出口收缩幅度相对较小。该数据未经通胀调整。</p><p>其中，消费品进口降至2020年9月以来的最低水平，工业用品和汽车进口也出现下滑，不过资本设备进口有所上升。</p><p>这份报告显示，此前美国企业赶在总统唐纳德·特朗普于4月2日宣布大规模加征关税前大量囤货，目前这种情况可能正在逐步消退。许多关税被暂停或降低也让企业有了更多喘息空间，可在此期间采购更多外国商品。</p><p>这些数据为第二季度画上句号。根据美国商务部上周公布的初步数据，美国经济在该季度年化增长率为3%。净出口为国内生产总值(GDP)贡献了5个百分点，而在一季度曾创纪录地拖累GDP近5个百分点。表面光鲜的数据背后，经济实际动能正在减弱。</p><p>上周，白宫公布了针对在8月1日截止日期前未与美国达成贸易协议国家的调整后对等关税税率。预计特朗普还将在未来几周内，针对药品、半导体、关键矿物和其他重要工业产品的进口，出台单独的关税措施，这有可能进一步扰乱国际贸易格局。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国贸易逆差缩至2023年以来最窄，进口下滑成主因\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-05 23:30 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1326036.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>由于企业在年初大规模进口潮后纷纷削减采购，美国6月贸易逆差收窄至2023年9月以来的最低水平。美国商务部周二公布的数据显示，6月商品和服务贸易逆差较前月大幅收缩16%，降至602亿美元。彭博社对经济学家的调查中，预测中值为逆差610亿美元。数据显示，进口总值下降3.7%，主要受进口商品价值降至2024年3月以来最低水平的拖累;出口收缩幅度相对较小。该数据未经通胀调整。其中，消费品进口降至2020年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1326036.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1293191548f9afb9db1cb74720849702","relate_stocks":{"BK4213":"石油与天然气的勘探与生产","GDP":"古德里奇"},"source_url":"http://www.zhitongcaijing.com/content/detail/1326036.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557928503","content_text":"由于企业在年初大规模进口潮后纷纷削减采购，美国6月贸易逆差收窄至2023年9月以来的最低水平。美国商务部周二公布的数据显示，6月商品和服务贸易逆差较前月大幅收缩16%，降至602亿美元。彭博社对经济学家的调查中，预测中值为逆差610亿美元。数据显示，进口总值下降3.7%，主要受进口商品价值降至2024年3月以来最低水平的拖累;出口收缩幅度相对较小。该数据未经通胀调整。其中，消费品进口降至2020年9月以来的最低水平，工业用品和汽车进口也出现下滑，不过资本设备进口有所上升。这份报告显示，此前美国企业赶在总统唐纳德·特朗普于4月2日宣布大规模加征关税前大量囤货，目前这种情况可能正在逐步消退。许多关税被暂停或降低也让企业有了更多喘息空间，可在此期间采购更多外国商品。这些数据为第二季度画上句号。根据美国商务部上周公布的初步数据，美国经济在该季度年化增长率为3%。净出口为国内生产总值(GDP)贡献了5个百分点，而在一季度曾创纪录地拖累GDP近5个百分点。表面光鲜的数据背后，经济实际动能正在减弱。上周，白宫公布了针对在8月1日截止日期前未与美国达成贸易协议国家的调整后对等关税税率。预计特朗普还将在未来几周内，针对药品、半导体、关键矿物和其他重要工业产品的进口，出台单独的关税措施，这有可能进一步扰乱国际贸易格局。","news_type":1,"symbols_score_info":{"GDP":1}},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463077601952056,"gmtCreate":1754062018824,"gmtModify":1754062020462,"author":{"id":"3462396565804988","authorId":"3462396565804988","name":"逆向分析师","avatar":"https://static.tigerbbs.com/a030da24eb4cbe664584c68eca1c40df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3462396565804988","authorIdStr":"3462396565804988"},"themes":[],"htmlText":"<a 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18:39","market":"us","language":"zh","title":"陈立武再度“壮士断腕”，英特尔被曝在美再裁员约 5000 人","url":"https://stock-news.laohu8.com/highlight/detail?id=2552865794","media":"IT之家","summary":"IT之家 7 月 17 日消息，据 The Register 今日报道，英特尔提交的文件显示，该公司计划裁员约 5000 人，主要集中在加州和俄勒冈州。最近公布的通知显示，英特尔计划在加州 Folsom 和圣克拉拉工厂裁员近 2000 人，在俄勒冈州 Hillsboro 和 Aloha裁员约 2500 人。亚利桑那当地媒体称，原计划裁员 170 人的人数已增加至近 700 人，得克萨斯州的员工也被告知自己“不再被需要”。据IT之家了解，此次裁员使英特尔一年内累计裁员超 2 万人。","content":"<html><body><article><p>IT之家 7 月 17 日消息，据 The Register 今日报道，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>提交的文件显示，该公司计划<strong>裁员约 5000 人</strong>，主要集中在加州和俄勒冈州。</p><p>英特尔新任 CEO 陈立武表示，公司目前正面临挑战：其<strong>x86 <span>技术优势</span>逐渐减弱</strong>，公司在<strong>GPU 领域无所作为</strong>，向其他芯片设计商<strong>提供代工的计划也未取得突破</strong>，因此此次裁员是英特尔削减 20% 员工、降低运营成本战略的一环。</p><p>最近公布的通知显示，英特尔计划在加州 Folsom 和圣克拉拉工厂裁员<strong>近 2000 人</strong>，在俄勒冈州 Hillsboro 和 Aloha<strong>裁员约 2500 人</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250717184008983d152qjmgi2tyn95\"/><p>亚利桑那当地媒体称，原计划裁员 170 人的人数<strong>已增加至近 700 人</strong>，得克萨斯州的员工也被告知自己“不再被需要”。此外，英特尔位于以色列的中东制造业务也正进行数百人的裁员。</p><p>英特尔 7 月 9 日通过邮件表示，公司正致力于<strong>打造更精简、高效的组织</strong>，简化架构、激发工程师活力，以更好地满足客户需求并提升执行力。</p><p>据IT之家了解，此次裁员使英特尔<strong>一年内累计裁员超 2 万人</strong>。</p><p>华尔街预计会对这一举措表示支持，但裁员对员工士气造成明显影响。一名现员工透露：“大家都在担心自己是不是下一个被裁的，厂区气氛相当低落。”</p><p>消息称，裁员主要集中在<strong>非核心部门</strong>，如人力资源、市场和后台支持，硬件开发人员暂时未受波及，但“人人都在提防着”。</p><p>广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>陈立武再度“壮士断腕”，英特尔被曝在美再裁员约 5000 人</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250717184014954609bd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4515":"5G概念","BK4612":"AI芯片","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","BK4605":"半导体精选","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","INTC":"英特尔","BK4543":"AI","BK4512":"苹果概念","BK4527":"明星科技股","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc 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