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沧海桑田加一粟
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沧海桑田加一粟
沧海桑田加一粟
·
2021-07-27
$腾讯控股(00700)$
我不明白 为什么要做出这么不尊重市场的行为。1.我们搞芯片是为了什么？是要把自己的应用端掐死吗？2.我们难道不正是抓到了上一周期的信息革命吗？3.管理百年，科技公司具备较好的制度和梯队和人才，其他企业具不具备管理优质人才的能力？难道不能引导科技公司去搞芯片研发？
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沧海桑田加一粟
沧海桑田加一粟
·
2021-07-26
$诺基亚(NOK)$
王毅 和 芬兰外交部长的会谈讲话，应该会利好这个。
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1,810
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6
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沧海桑田加一粟
沧海桑田加一粟
·
2021-07-22
$美团-W(03690)$
这一次郑州灾情，美团和优选的价值满分 没有问题吧，这个是流通新通路、突击队，平时民用、战时公用。高层会有新定论，这建设的是高速公路，不是内卷，更不是盯着块八毛的菜篮子。
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2
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沧海桑田加一粟
沧海桑田加一粟
·
2021-04-26
$美团-W(03690)$
二选一对美团而言已经是靴子落地，最怕的是 资本无需扩张。
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2,007
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1
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沧海桑田加一粟
沧海桑田加一粟
·
2021-03-26
$美团-W(03690)$
怎么看待这份财报
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5,602
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9
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2
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沧海桑田加一粟
沧海桑田加一粟
·
2021-03-17
$拼多多(PDD)$
黄很聪明，十四五的中国是容忍不了假货的，不跑路就是等死
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5,495
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7
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8
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沧海桑田加一粟
沧海桑田加一粟
·
2021-03-05
$美团-W(03690)$
从外围市场faamg的坚强表现看，未来还得抱团，优质标的太少，昨晚携程财报对国内本地生活类标的是重大利好，加之美团已经找到既团购、外卖后的第三条增长曲线，美团反弹就在今天。
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沧海桑田加一粟
沧海桑田加一粟
·
2021-02-19
$微美全息(WIMI)$
中标二期说明有一期，但无论如何中标在这个5G的时间点中标，这个是对公司的肯定。
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5
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沧海桑田加一粟
沧海桑田加一粟
·
2021-01-06
$阿里巴巴(BABA)$
回购+发债 猜测是想给某些机构定向增股。
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沧海桑田加一粟
沧海桑田加一粟
·
2020-12-29
$美团-W(03690)$
这尼玛是利好美团，两边的交易手续费这下得降一降了，卧槽 起诉方是不是美团自己？
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芬兰外交部长的会谈讲话，应该会利好这个。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800800803","isVote":1,"tweetType":1,"viewCount":1810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172130439,"gmtCreate":1626942827821,"gmtModify":1626942827821,"author":{"id":"3496884722947247","authorId":"3496884722947247","name":"沧海桑田加一粟","avatar":"https://static.tigerbbs.com/9a11b68e93e7c879c57ae33e2221a3f6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496884722947247","authorIdStr":"3496884722947247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>这一次郑州灾情，美团和优选的价值满分 没有问题吧，这个是流通新通路、突击队，平时民用、战时公用。高层会有新定论，这建设的是高速公路，不是内卷，更不是盯着块八毛的菜篮子。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>这一次郑州灾情，美团和优选的价值满分 没有问题吧，这个是流通新通路、突击队，平时民用、战时公用。高层会有新定论，这建设的是高速公路，不是内卷，更不是盯着块八毛的菜篮子。","text":"$美团-W(03690)$这一次郑州灾情，美团和优选的价值满分 没有问题吧，这个是流通新通路、突击队，平时民用、战时公用。高层会有新定论，这建设的是高速公路，不是内卷，更不是盯着块八毛的菜篮子。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172130439","isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374184425,"gmtCreate":1619428706667,"gmtModify":1619428706667,"author":{"id":"3496884722947247","authorId":"3496884722947247","name":"沧海桑田加一粟","avatar":"https://static.tigerbbs.com/9a11b68e93e7c879c57ae33e2221a3f6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496884722947247","authorIdStr":"3496884722947247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>二选一对美团而言已经是靴子落地，最怕的是 资本无需扩张。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>二选一对美团而言已经是靴子落地，最怕的是 资本无需扩张。","text":"$美团-W(03690)$二选一对美团而言已经是靴子落地，最怕的是 资本无需扩张。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374184425","isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356982274,"gmtCreate":1616748787698,"gmtModify":1616748787698,"author":{"id":"3496884722947247","authorId":"3496884722947247","name":"沧海桑田加一粟","avatar":"https://static.tigerbbs.com/9a11b68e93e7c879c57ae33e2221a3f6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496884722947247","authorIdStr":"3496884722947247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>怎么看待这份财报","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>怎么看待这份财报","text":"$美团-W(03690)$怎么看待这份财报","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/356982274","isVote":1,"tweetType":1,"viewCount":5602,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567677852719577","authorId":"3567677852719577","name":"空气牛奶","avatar":"https://static.tigerbbs.com/20368e44cbe2bdc6cebe604140cb9a11","crmLevel":4,"crmLevelSwitch":0,"idStr":"3567677852719577","authorIdStr":"3567677852719577"},"content":"社区团购，不会像外卖一样。这一块，美团赢不了。这不会是新的沃尔玛，也不会是新的Costco，更满足不了打开pdd和阿里市场缺口的思路。","text":"社区团购，不会像外卖一样。这一块，美团赢不了。这不会是新的沃尔玛，也不会是新的Costco，更满足不了打开pdd和阿里市场缺口的思路。","html":"社区团购，不会像外卖一样。这一块，美团赢不了。这不会是新的沃尔玛，也不会是新的Costco，更满足不了打开pdd和阿里市场缺口的思路。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324694157,"gmtCreate":1615988606379,"gmtModify":1703495994814,"author":{"id":"3496884722947247","authorId":"3496884722947247","name":"沧海桑田加一粟","avatar":"https://static.tigerbbs.com/9a11b68e93e7c879c57ae33e2221a3f6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496884722947247","authorIdStr":"3496884722947247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>黄很聪明，十四五的中国是容忍不了假货的，不跑路就是等死","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>黄很聪明，十四五的中国是容忍不了假货的，不跑路就是等死","text":"$拼多多(PDD)$黄很聪明，十四五的中国是容忍不了假货的，不跑路就是等死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/324694157","isVote":1,"tweetType":1,"viewCount":5495,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557008405269629","authorId":"3557008405269629","name":"陈友谅","avatar":"https://static.tigerbbs.com/ee45f8e6b08c07c4b25e4dcfd8131709","crmLevel":3,"crmLevelSwitch":0,"idStr":"3557008405269629","authorIdStr":"3557008405269629"},"content":"便宜货不是假货，别搞混了。我认为拼多多市值不可能这么高","text":"便宜货不是假货，别搞混了。我认为拼多多市值不可能这么高","html":"便宜货不是假货，别搞混了。我认为拼多多市值不可能这么高"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367306765,"gmtCreate":1614907788257,"gmtModify":1703482801459,"author":{"id":"3496884722947247","authorId":"3496884722947247","name":"沧海桑田加一粟","avatar":"https://static.tigerbbs.com/9a11b68e93e7c879c57ae33e2221a3f6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496884722947247","authorIdStr":"3496884722947247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>从外围市场faamg的坚强表现看，未来还得抱团，优质标的太少，昨晚携程财报对国内本地生活类标的是重大利好，加之美团已经找到既团购、外卖后的第三条增长曲线，美团反弹就在今天。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>从外围市场faamg的坚强表现看，未来还得抱团，优质标的太少，昨晚携程财报对国内本地生活类标的是重大利好，加之美团已经找到既团购、外卖后的第三条增长曲线，美团反弹就在今天。","text":"$美团-W(03690)$从外围市场faamg的坚强表现看，未来还得抱团，优质标的太少，昨晚携程财报对国内本地生活类标的是重大利好，加之美团已经找到既团购、外卖后的第三条增长曲线，美团反弹就在今天。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367306765","isVote":1,"tweetType":1,"viewCount":1924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387809393,"gmtCreate":1613732492312,"gmtModify":1613732492312,"author":{"id":"3496884722947247","authorId":"3496884722947247","name":"沧海桑田加一粟","avatar":"https://static.tigerbbs.com/9a11b68e93e7c879c57ae33e2221a3f6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496884722947247","authorIdStr":"3496884722947247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>中标二期说明有一期，但无论如何中标在这个5G的时间点中标，这个是对公司的肯定。","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>中标二期说明有一期，但无论如何中标在这个5G的时间点中标，这个是对公司的肯定。","text":"$微美全息(WIMI)$中标二期说明有一期，但无论如何中标在这个5G的时间点中标，这个是对公司的肯定。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387809393","isVote":1,"tweetType":1,"viewCount":1873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338501912,"gmtCreate":1609926787536,"gmtModify":1703741373812,"author":{"id":"3496884722947247","authorId":"3496884722947247","name":"沧海桑田加一粟","avatar":"https://static.tigerbbs.com/9a11b68e93e7c879c57ae33e2221a3f6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496884722947247","authorIdStr":"3496884722947247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>回购+发债 猜测是想给某些机构定向增股。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>回购+发债 猜测是想给某些机构定向增股。","text":"$阿里巴巴(BABA)$回购+发债 猜测是想给某些机构定向增股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338501912","isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333841435,"gmtCreate":1609244098127,"gmtModify":1703738377955,"author":{"id":"3496884722947247","authorId":"3496884722947247","name":"沧海桑田加一粟","avatar":"https://static.tigerbbs.com/9a11b68e93e7c879c57ae33e2221a3f6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496884722947247","authorIdStr":"3496884722947247"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>这尼玛是利好美团，两边的交易手续费这下得降一降了，卧槽 起诉方是不是美团自己？","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>这尼玛是利好美团，两边的交易手续费这下得降一降了，卧槽 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