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短线机遇
短线机遇
·
2024-09-27
$京东(JD)$
$京东集团-SW(09618)$
真涨起来，跟直升飞机一样。有点像14年大妈跑步进场买券商一样。
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短线机遇
短线机遇
·
2024-09-24
$Meta Platforms(META)$
拥有一只美股真是一件很幸福的事，虽然不如拥有英伟达的各位，但我第一重仓meta，也很感恩了
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短线机遇
短线机遇
·
2024-09-24
$微软(MSFT)$
如果微软能够保持投资强度和专注力，可能全世界一半的AI产业将被其笼罩
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短线机遇
短线机遇
·
2024-09-20
$微软(MSFT)$
在超大型科技公司中，微软是比较喜欢分红的那一个，股票回购和现金分红几乎一半对一半了。2006年以来，微软实现净利润总额41416.16亿，现金分红13451.23亿。而像谷歌和Facebook，基本上全部是回购，苹果的回购金额也远大于分红金额。微软，市值3.26万亿美元（约22.98万亿人民币），市盈率高达37.18倍，股息率只有0.67%。这个估值不可谓不高。之所以这么高估值，回购起了很大作用，回购，可以将公司股价越买越高，是正儿八经做多自己。刚刚微软又宣布了600亿美元（4232亿人民币）回购计划，并将季度股息率提高10%。
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短线机遇
短线机遇
·
2024-09-20
$20+年以上美国国债ETF-iShares(TLT)$
昨天美联储指引里把中性利率提高了 0.1 这对于 tlt 并不友好
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短线机遇
短线机遇
·
2024-09-19
$英伟达(NVDA)$
英伟达处在时代的台风口！英伟达处在时代的台风口！但斌价值投资体系也在进化🧬，从对茅台的理解，到对英伟达的理解，与时代同频共振，走在时代的主线上，不墨守陈规，人家赚大钱也是认知变现，值得敬佩！
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短线机遇
短线机遇
·
2024-09-18
$20+年以上美国国债ETF-iShares(TLT)$
tlt开始回归首次降息25BP的定价
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短线机遇
短线机遇
·
2024-09-18
$理想汽车(LI)$
增程是落后、是放屁已经没人说了，市场变得家家用增程。人民群众用真金白银打破了市场诋毁。欲戴皇冠必承其重，理想汽车做到了也得到了！市场上更多人说：增程即将是红海，理想要不行了！请问：这十年理想有没有变傻?他优异的战略选择，市场洞察能力，长期的资源积累难道被谁自费武功掉了？一个的尖子生，不犯错误会一直成绩好的。如果刚好是大市场好年月的话，那利润会大大多起来的！
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短线机遇
短线机遇
·
2024-09-13
$博通(AVGO)$
刚出的24财年3季报，季度收入130亿美元增长47%（去除Vmware并购效应，同比增长4%）季度FCF48亿，按照24年全年200亿FCF计算，目前6400亿的市值对应30多倍FCF估值，估值水平对应内生增速有些偏高。
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短线机遇
短线机遇
·
2024-09-13
$小米集团-W(01810)$
小米的健康程度也是车企中一流的，整体来看小米Q2汽车业务数据看起来还是很优秀的
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[得意]","html":"东风导弹发射 [得意] [得意] [得意] [得意]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352922642362664,"gmtCreate":1727184103574,"gmtModify":1727184110245,"author":{"id":"3479274801441208","authorId":"3479274801441208","name":"短线机遇","avatar":"https://static.tigerbbs.com/feeb9ebdd15bf88ae330659d935954fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274801441208","authorIdStr":"3479274801441208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 拥有一只美股真是一件很幸福的事，虽然不如拥有英伟达的各位，但我第一重仓meta，也很感恩了","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 拥有一只美股真是一件很幸福的事，虽然不如拥有英伟达的各位，但我第一重仓meta，也很感恩了","text":"$Meta Platforms(META)$ 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 英伟达处在时代的台风口！英伟达处在时代的台风口！但斌价值投资体系也在进化🧬，从对茅台的理解，到对英伟达的理解，与时代同频共振，走在时代的主线上，不墨守陈规，人家赚大钱也是认知变现，值得敬佩！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 英伟达处在时代的台风口！英伟达处在时代的台风口！但斌价值投资体系也在进化🧬，从对茅台的理解，到对英伟达的理解，与时代同频共振，走在时代的主线上，不墨守陈规，人家赚大钱也是认知变现，值得敬佩！","text":"$英伟达(NVDA)$ 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