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纳兰长空
纳兰长空
·
12-20 07:14
怎么说呢,越来越像一个杂货铺子了,你指望他的产品有多么精品,这个的确是有点苛求了哈[傲娇]
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纳兰长空
纳兰长空
·
12-18
是的,必须拿着啊,入通的票肯定还要涨啊
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纳兰长空
纳兰长空
·
12-09
[得意] 厉害啊
@Carpediem714:
$GOOG 20260618 200.0 CALL$
$GOOG 20260618 200.0 CALL$
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纳兰长空
纳兰长空
·
11-14
当然相信了
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纳兰长空
纳兰长空
·
11-01
天哪,你又中了啊,中了就算了还没卖这么早 [难过]
@gugu:
$明略科技-W(02718)$ 不容易
$明略科技-W(02718)$ 不容易
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纳兰长空
纳兰长空
·
09-05
$天瑞汽车内饰(06162)$
果真涨了啊
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纳兰长空
纳兰长空
·
08-06
厉害啊
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纳兰长空
纳兰长空
·
06-15
$Ginkgo Bioworks Holdings Inc.(DNA)$
感谢大队长的强力推荐
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纳兰长空
纳兰长空
·
06-07
“卖茅台,买泡泡玛特”本质是资金从“确定性防御”转向“成长性进攻”的再配置。短期看,泡泡玛特凭借全球化与IP飞轮效应更具爆发力;长期看,茅台仍是中国消费价值的压舱石。投资者需在组合中平衡两者: - 进攻端:配置泡泡玛特捕捉新消费红利,但严控仓位(≤10%); - 防御端:保留茅台应对市场波动,等待基本面边际改善(如消费复苏、国企改革)。 未来胜负手在于泡泡玛特能否将IP优势转化为持续盈利能力,以及茅台能否在年轻化与国际化的困局中破局。
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纳兰长空
纳兰长空
·
05-07
[微笑]
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[难过]","listText":"天哪,你又中了啊,中了就算了还没卖这么早 [难过]","text":"天哪,你又中了啊,中了就算了还没卖这么早 [难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495475708756424","repostId":"495170793771472","repostType":1,"repost":{"id":495170793771472,"gmtCreate":1761899934388,"gmtModify":1761899946410,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"387611620380","idStr":"387611620380"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 不容易","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 不容易","text":"$明略科技-W(02718)$ 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感谢大队长的强力推荐","images":[{"img":"https://static.tigerbbs.com/44ee83e94d433f9486f6dcd1001357fb","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446371217990456","isVote":1,"tweetType":1,"viewCount":4033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":443549486162640,"gmtCreate":1749310871408,"gmtModify":1749310873780,"author":{"id":"3520626608704075","authorId":"3520626608704075","name":"纳兰长空","avatar":"https://static.tigerbbs.com/c5e453ba5ac4ef8f5c2aebd2a0b97ee8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3520626608704075","idStr":"3520626608704075"},"themes":[],"htmlText":" “卖茅台,买泡泡玛特”本质是资金从“确定性防御”转向“成长性进攻”的再配置。短期看,泡泡玛特凭借全球化与IP飞轮效应更具爆发力;长期看,茅台仍是中国消费价值的压舱石。投资者需在组合中平衡两者: - 进攻端:配置泡泡玛特捕捉新消费红利,但严控仓位(≤10%); - 防御端:保留茅台应对市场波动,等待基本面边际改善(如消费复苏、国企改革)。 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