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十倍杠杆做空TD
IP属地：浙江
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十倍杠杆做空TD
十倍杠杆做空TD
·
06-25
$小米集团-W(01810)$
谁说只有大A才有A杀，这个A够标准了吧，稳定破16
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890
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十倍杠杆做空TD
十倍杠杆做空TD
·
06-25
$阿里巴巴(BABA)$
$阿里巴巴主连 2607(ALBmain)$
电商被pdd追着打，AI连智谱，minimax尾灯都看不到，AI基建基本无，支付宝一堆广告，还有什么能打的？月底破90？
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十倍杠杆做空TD
十倍杠杆做空TD
·
06-04
$迈威尔科技(MRVL)$
黄仁勋都公开表态了，各位还在犹豫吗？
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830
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4
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十倍杠杆做空TD
十倍杠杆做空TD
·
05-04
$英伟达(NVDA)$
1. 美国一季度GDP增长2%，75%都是靠AI硬堆出来的，经济完全被AI绑架！ 2. 甲骨文星际之门AI项目早已实质烂尾， 独自举债3800亿美金，现金流直接干负。 3. OpenAI财务是无底洞， 到2028年预计巨亏1670亿美元，还欠下天量合同债款。 4. 整个美国AI行业，全靠借债烧钱撑场面， 没有真实盈利，就是史上最大资本泡沫！
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十倍杠杆做空TD
十倍杠杆做空TD
·
05-01
$英伟达(NVDA)$
此刻开始，风雨来袭
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1,156
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3
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十倍杠杆做空TD
十倍杠杆做空TD
·
04-30
$亚马逊(AMZN)$
亚马逊AI+卫星双烧钱、资本开支爆表、自由现金流雪崩、AWS增速不及谷歌、零售利润被侵蚀，和Meta/微软同属“重资产投入恐慌”，但现金流更差、非AI烧钱更多。
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3
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十倍杠杆做空TD
十倍杠杆做空TD
·
04-30
$谷歌(GOOG)$
Google（Alphabet）盘后大涨（约+7%），核心是AI投入换真增长、云业务爆发、利润超预期、资本开支可控，和Meta/微软的“烧钱换增长”完全相反，市场认的是“投入即兑现”。
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1
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十倍杠杆做空TD
十倍杠杆做空TD
·
04-30
$微软(MSFT)$
AI豪赌太激进、云增长见顶、利润虚、现金流崩
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2,986
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3
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4
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十倍杠杆做空TD
十倍杠杆做空TD
·
04-30
$Meta Platforms, Inc.(META)$
日活用户35.6亿，同比仅+4%，低于市场预期，增长见顶担忧再起。2026年全年资本开支指引上调至1150–1350亿美元，远高于此前800–850亿的预期！
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十倍杠杆做空TD
十倍杠杆做空TD
·
2020-07-22
$纳斯达克(.IXIC)$
股市牛市到头 黄金牛市开始
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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/FUT/ALBmain\">$阿里巴巴主连 2607(ALBmain)$ </a> 电商被pdd追着打，AI连智谱，minimax尾灯都看不到，AI基建基本无，支付宝一堆广告，还有什么能打的？月底破90？","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/FUT/ALBmain\">$阿里巴巴主连 2607(ALBmain)$ </a> 电商被pdd追着打，AI连智谱，minimax尾灯都看不到，AI基建基本无，支付宝一堆广告，还有什么能打的？月底破90？","text":"$阿里巴巴(BABA)$ $阿里巴巴主连 2607(ALBmain)$ 电商被pdd追着打，AI连智谱，minimax尾灯都看不到，AI基建基本无，支付宝一堆广告，还有什么能打的？月底破90？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578982692499520","isVote":1,"tweetType":1,"viewCount":3464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571589087319120,"gmtCreate":1780572301795,"gmtModify":1780573865150,"author":{"id":"3492250685491137","authorId":"3492250685491137","name":"十倍杠杆做空TD","avatar":"https://static.tigerbbs.com/a47222aeb0b12ea1c4d8bf2b96295775","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492250685491137","idStr":"3492250685491137"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$ </a><v-v data-views=\"1\"></v-v> 黄仁勋都公开表态了，各位还在犹豫吗？","listText":"<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$ </a><v-v data-views=\"1\"></v-v> 黄仁勋都公开表态了，各位还在犹豫吗？","text":"$迈威尔科技(MRVL)$ 黄仁勋都公开表态了，各位还在犹豫吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571589087319120","isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560633941649392,"gmtCreate":1777905300071,"gmtModify":1777926343666,"author":{"id":"3492250685491137","authorId":"3492250685491137","name":"十倍杠杆做空TD","avatar":"https://static.tigerbbs.com/a47222aeb0b12ea1c4d8bf2b96295775","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492250685491137","idStr":"3492250685491137"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 1. 美国一季度GDP增长2%，75%都是靠AI硬堆出来的，经济完全被AI绑架！ 2. 甲骨文星际之门AI项目早已实质烂尾， 独自举债3800亿美金，现金流直接干负。 3. OpenAI财务是无底洞， 到2028年预计巨亏1670亿美元，还欠下天量合同债款。 4. 整个美国AI行业，全靠借债烧钱撑场面， 没有真实盈利，就是史上最大资本泡沫！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 1. 美国一季度GDP增长2%，75%都是靠AI硬堆出来的，经济完全被AI绑架！ 2. 甲骨文星际之门AI项目早已实质烂尾， 独自举债3800亿美金，现金流直接干负。 3. OpenAI财务是无底洞， 到2028年预计巨亏1670亿美元，还欠下天量合同债款。 4. 整个美国AI行业，全靠借债烧钱撑场面， 没有真实盈利，就是史上最大资本泡沫！","text":"$英伟达(NVDA)$ 1. 美国一季度GDP增长2%，75%都是靠AI硬堆出来的，经济完全被AI绑架！ 2. 甲骨文星际之门AI项目早已实质烂尾， 独自举债3800亿美金，现金流直接干负。 3. OpenAI财务是无底洞， 到2028年预计巨亏1670亿美元，还欠下天量合同债款。 4. 整个美国AI行业，全靠借债烧钱撑场面， 没有真实盈利，就是史上最大资本泡沫！","images":[{"img":"https://static.tigerbbs.com/d9b491af94124dc2b7c4af8ada11cf0c","width":"2425","height":"1364"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/560633941649392","isVote":1,"tweetType":1,"viewCount":4080,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274815585833","authorId":"3479274815585833","name":"waipoin","avatar":"https://static.laohu8.com/picture184","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274815585833","idStr":"3479274815585833"},"content":"有道理，泡沫确实存在，但AI的发展也不能只看负债。","text":"有道理，泡沫确实存在，但AI的发展也不能只看负债。","html":"有道理，泡沫确实存在，但AI的发展也不能只看负债。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":559520505354024,"gmtCreate":1777633456570,"gmtModify":1777633459069,"author":{"id":"3492250685491137","authorId":"3492250685491137","name":"十倍杠杆做空TD","avatar":"https://static.tigerbbs.com/a47222aeb0b12ea1c4d8bf2b96295775","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492250685491137","idStr":"3492250685491137"},"themes":[],"title":"","htmlText":"<a 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