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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
·
05-01
苹果，“无趣”但还挺稳
苹果虽然“没啥意思”，但还是很稳的，财报指引也是超预期了：
$苹果(AAPL)$
总收入1112亿美元，同比增长17%（vs预期是1097亿美元） EPS：2.01美元（vs预期1.96美元） 下季度指引：预计同比增长14%-17%（远超预期的9%，最大的亮点了） 具体看各业务，整体收入表现还不错，美中不足是iPhone收入受限于供应链，和预期相比，略微miss掉了，其他的都稍稍超预期。但市场关注的最大问题，还是AI，一边是 iPhone 与中国市场强劲复苏，另一边则是 AI 落后与芯片供应问题持续存在，未来的新CEO John Ternus电话会表示：苹果未来产品路线“非常令人兴奋，也算是给下一阶段的故事一点希望了。 因为我苹果成本还比较低，所以会一直拿着，边走边看吧，没啥问题
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苹果，“无趣”但还挺稳
辛达吉73
辛达吉73
·
2025-11-06
ai目前在自动驾驶还能用，其他场景缺乏杀手应用，关键是盈利模式不清晰。估计要等机器人价格被打下来，ai才能大放异彩，只有靠国内能把价格打下来。 类似于互联网是美帝发明的，真正发挥威力就是在国内，但是时间较长，类似于互联网基本2010年开始发力。
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辛达吉73
辛达吉73
·
2025-11-06
泡沫不大，市盈率不太高，AI七雄基本面好，利润实打实的。失业率是AI取代造成的阵痛
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辛达吉73
辛达吉73
·
2025-10-31
$奈飞(NFLX)$
一拆10，下月开拆，meta也不远了。接下来看好
$Meta Platforms, Inc.(META)$
和
$特斯拉(TSLA)$
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4,634
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辛达吉73
辛达吉73
·
2025-08-05
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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辛达吉73
辛达吉73
·
2025-08-01
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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辛达吉73
辛达吉73
·
2025-07-16
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？
$小米集团-W(01810)$
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辛达吉73
辛达吉73
·
2025-06-12
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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辛达吉73
辛达吉73
·
2025-05-05
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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辛达吉73
辛达吉73
·
2025-04-18
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
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类似于互联网是美帝发明的，真正发挥威力就是在国内，但是时间较长，类似于互联网基本2010年开始发力。","listText":"ai目前在自动驾驶还能用，其他场景缺乏杀手应用，关键是盈利模式不清晰。估计要等机器人价格被打下来，ai才能大放异彩，只有靠国内能把价格打下来。 类似于互联网是美帝发明的，真正发挥威力就是在国内，但是时间较长，类似于互联网基本2010年开始发力。","text":"ai目前在自动驾驶还能用，其他场景缺乏杀手应用，关键是盈利模式不清晰。估计要等机器人价格被打下来，ai才能大放异彩，只有靠国内能把价格打下来。 类似于互联网是美帝发明的，真正发挥威力就是在国内，但是时间较长，类似于互联网基本2010年开始发力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497258707267976","isVote":1,"tweetType":1,"viewCount":3368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497257816690952,"gmtCreate":1762409005597,"gmtModify":1762409008322,"author":{"id":"3527667710805040","authorId":"3527667710805040","name":"辛达吉73","avatar":"https://static.tigerbbs.com/f73a9779aa561e91b8b60b06a7dea62a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667710805040","idStr":"3527667710805040"},"themes":[],"title":"","htmlText":"泡沫不大，市盈率不太高，AI七雄基本面好，利润实打实的。失业率是AI取代造成的阵痛","listText":"泡沫不大，市盈率不太高，AI七雄基本面好，利润实打实的。失业率是AI取代造成的阵痛","text":"泡沫不大，市盈率不太高，AI七雄基本面好，利润实打实的。失业率是AI取代造成的阵痛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/497257816690952","isVote":1,"tweetType":1,"viewCount":3843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495178599633288,"gmtCreate":1761901304152,"gmtModify":1761901309768,"author":{"id":"3527667710805040","authorId":"3527667710805040","name":"辛达吉73","avatar":"https://static.tigerbbs.com/f73a9779aa561e91b8b60b06a7dea62a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667710805040","idStr":"3527667710805040"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 一拆10，下月开拆，meta也不远了。接下来看好 <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 和 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 一拆10，下月开拆，meta也不远了。接下来看好 <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 和 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v>","text":"$奈飞(NFLX)$ 一拆10，下月开拆，meta也不远了。接下来看好 $Meta Platforms, Inc.(META)$ 和 $特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/495178599633288","isVote":1,"tweetType":1,"viewCount":4634,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192144422425150","authorId":"4192144422425150","name":"影枫16","avatar":"https://static.tigerbbs.com/f7462462b6aabd8817da696a8c63632f","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4192144422425150","idStr":"4192144422425150"},"content":"拆，好，还是，不好呢？","text":"拆，好，还是，不好呢？","html":"拆，好，还是，不好呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464343088345208,"gmtCreate":1754385419204,"gmtModify":1754385431867,"author":{"id":"3527667710805040","authorId":"3527667710805040","name":"辛达吉73","avatar":"https://static.tigerbbs.com/f73a9779aa561e91b8b60b06a7dea62a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667710805040","idStr":"3527667710805040"},"themes":[],"title":"","htmlText":"物是人非呀，一年前UNH的市值几乎是 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 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？ <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>","listText":"物是人非呀，一年前UNH的市值几乎是 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 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？ <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>","text":"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？ 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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？ 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$三花智控(002050)$","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":4942,"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,"authorIdStr":"3527667710805040","idStr":"3527667710805040"},"themes":[],"title":"","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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$标普500(.SPX)$","images":[{"img":"https://static.tigerbbs.com/1f5e7c176d55e09e5281987b7cfa7045","width":"375","height":"184"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/431677017686168","isVote":1,"tweetType":1,"viewCount":4310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":425740019843080,"gmtCreate":1744960602325,"gmtModify":1744960611544,"author":{"id":"3527667710805040","authorId":"3527667710805040","name":"辛达吉73","avatar":"https://static.tigerbbs.com/f73a9779aa561e91b8b60b06a7dea62a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667710805040","idStr":"3527667710805040"},"themes":[],"title":"","htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425740019843080","isVote":1,"tweetType":1,"viewCount":5354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}