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辛达吉73
先亏钱，再赚钱
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辛达吉73
辛达吉73
·
08-05
物是人非呀，一年前UNH的市值几乎是
$Palantir Technologies Inc.(PLTR)$
的10倍，现在反过来了，PLTR是两个UNH。只能说跌的票，它是有潜力一直跌的？
$联合健康(UNH)$
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5,044
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辛达吉73
辛达吉73
·
08-01
云不如微软靓丽，亚麻AWS过去12个月收入116bn，增速17%，Azure 大概76bn，增速40%，被微软完爆了，照这个速度微软超越也就是1-2年的时间
$微软(MSFT)$
跌就跌吧，亚马逊新高也是迟早的事
$亚马逊(AMZN)$
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1
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辛达吉73
辛达吉73
·
07-16
黄仁勋在中国人缘可真好，只能说人缘也是生产力的一部分！大家觉得最有利于小米销售的形象，是哪一个？
$小米集团-W(01810)$
看
2,578
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1
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2
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辛达吉73
辛达吉73
·
06-12
接下来的港股新股机会，今年真是黄金的圣杯，金六福保荐人是中金和中信建投，三花保荐人中金，华泰，确定性很不错。目前的节奏，每周一两个新股问题，每周都有新赌场，刺激
$三花智控(002050)$
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2,922
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1
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辛达吉73
辛达吉73
·
05-05
又在自说自话，很大可能是在安抚市场，可惜三天一变，5月应该也是震荡
$标普500(.SPX)$
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2,139
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1
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辛达吉73
辛达吉73
·
04-18
他大概会用某个“傀儡”来替换鲍威尔，比如Lutnick这种人，然后你会看到美联储立刻开始紧急降息，接下来12个月还会持续降息。短期来看这可能感觉不错，但再过12个月，通胀可能就飙到20%。美元也会变得和用过的厕纸一样没用，然后中国照样不接他电话
看
1,584
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1
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辛达吉73
辛达吉73
·
04-16
卷不过美团，但刘强东伙食费一天只要20元！
感觉京东玩不过美团，京东外卖现在每天500万个订单，也才只是美团的十分之一，属于跑到红海里厮杀。但是美团搞这个即时零售，据说日成交就有1800万单，而且号称30分钟送货上门，京东的物流配送护城河就没那么稳了。
$京东集团-SW(09618)$
不过刘强东也有自己的路数，要求京东外卖利润率不许高于5%，打脸美团的高佣金，而且人很勤俭呀，每天吃饭只要20元。相信东哥，但我还是看好美团
$美团-W(03690)$
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4,554
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2
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3
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卷不过美团，但刘强东伙食费一天只要20元！
辛达吉73
辛达吉73
·
03-27
一顿操作猛如虎，操作全看特朗普[笑哭]
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辛达吉73
辛达吉73
·
03-17
$蜜雪集团(02097)$
完全不给上车机会
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3
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2
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辛达吉73
辛达吉73
·
03-14
陈立武，和博通CEO一样，都是马来西亚出生的华人，现在英伟达、博通、英特尔、AMD美国四大芯片巨头CEO都是华人，搞芯片还是得看华人呀[可爱]英特尔行不行，一年后就知道了，至少现在不会坏到哪里去了吧
$英特尔(INTC)$
。现在还可以跑一跑和台积电合资运营的预期
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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"黄仁勋在中国人缘可真好，只能说人缘也是生产力的一部分！大家觉得最有利于小米销售的形象，是哪一个？ $小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/76b1e21d9ba233f2b0ea213c9d051b6f","width":"1280","height":"1205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/457230096408936","isVote":1,"tweetType":1,"viewCount":2578,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667710805040","authorId":"3527667710805040","name":"辛达吉73","avatar":"https://static.tigerbbs.com/f73a9779aa561e91b8b60b06a7dea62a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667710805040","authorIdStr":"3527667710805040"},"content":"个人看好第二张锅盖头，看起来比较老实，方便砍价，让小米实现薄利多销的战略","text":"个人看好第二张锅盖头，看起来比较老实，方便砍价，让小米实现薄利多销的战略","html":"个人看好第二张锅盖头，看起来比较老实，方便砍价，让小米实现薄利多销的战略"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":445307423855008,"gmtCreate":1749720179566,"gmtModify":1749776171088,"author":{"id":"3527667710805040","authorId":"3527667710805040","name":"辛达吉73","avatar":"https://static.tigerbbs.com/f73a9779aa561e91b8b60b06a7dea62a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667710805040","authorIdStr":"3527667710805040"},"themes":[],"htmlText":"接下来的港股新股机会，今年真是黄金的圣杯，金六福保荐人是中金和中信建投，三花保荐人中金，华泰，确定性很不错。目前的节奏，每周一两个新股问题，每周都有新赌场，刺激 <a href=\"https://laohu8.com/S/002050\">$三花智控(002050)$</a>","listText":"接下来的港股新股机会，今年真是黄金的圣杯，金六福保荐人是中金和中信建投，三花保荐人中金，华泰，确定性很不错。目前的节奏，每周一两个新股问题，每周都有新赌场，刺激 <a href=\"https://laohu8.com/S/002050\">$三花智控(002050)$</a>","text":"接下来的港股新股机会，今年真是黄金的圣杯，金六福保荐人是中金和中信建投，三花保荐人中金，华泰，确定性很不错。目前的节奏，每周一两个新股问题，每周都有新赌场，刺激 $三花智控(002050)$","images":[{"img":"https://static.tigerbbs.com/df208543bc0d6aae65fd230c6e291dac","width":"1280","height":"2774"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445307423855008","isVote":1,"tweetType":1,"viewCount":2922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":431677017686168,"gmtCreate":1746415800901,"gmtModify":1746415804756,"author":{"id":"3527667710805040","authorId":"3527667710805040","name":"辛达吉73","avatar":"https://static.tigerbbs.com/f73a9779aa561e91b8b60b06a7dea62a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667710805040","authorIdStr":"3527667710805040"},"themes":[],"htmlText":"又在自说自话，很大可能是在安抚市场，可惜三天一变，5月应该也是震荡 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","listText":"又在自说自话，很大可能是在安抚市场，可惜三天一变，5月应该也是震荡 <a 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