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明日阳光888
明日阳光888
·
05-05 08:40
股神巴菲特的话，可以作为判断市场大势和趋势的宏观的参考，股神的投资动辄上亿上几10亿上百亿，对大资金或机构投资者作用比较大，对于普通散户来讲，可以有更多更好的选择，条条大路通罗马每个市场上，或者说每个时代都有时代的骄子，对于大多数散户投资者来讲，要找到适合自己的持续盈利的道路
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222
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明日阳光888
明日阳光888
·
05-02
还一个办法是小资金博大，用期权来玩。推荐老虎证券更好 [得意]
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217
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1
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编组 21备份 2
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明日阳光888
明日阳光888
·
05-02
我是喜欢买贵的，便宜没好货，万一不涨，也拿不住。所以买贵的，成交量大的
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339
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1
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明日阳光888
明日阳光888
·
05-02
三天大涨主线也会是以后长期的主题。事关美国的竞争地位，可以长期看好。单独做多
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454
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1
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明日阳光888
明日阳光888
·
05-02
随着 OpenAI 等软件端出现销售瓶颈及数据中心能耗压力，资金正从纯算法领域流向支撑 AI 运行的“实体基建”
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687
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1
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编组 21备份 2
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明日阳光888
明日阳光888
·
05-02
或许更需要担心的是马上要发财报的这几家公司 ，看看Google那个1800-1900亿的全年资本开支 [鬼脸]
看
284
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编组 21备份 2
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明日阳光888
明日阳光888
·
05-02
故事刚刚开始，AI还会持续发力，一定要把握住机会，这样才能大力出奇迹，加油
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381
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明日阳光888
明日阳光888
·
05-02
可以大举买入英伟达、台积电、谷歌，这些都是资本利好，加油
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283
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1
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编组 21备份 2
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明日阳光888
明日阳光888
·
05-02
Google那个1800-1900亿的全年资本开支, 不是更加吓人。可是这些开支，其中大部分为AI基础设施啊，虽然会长期压制自由现金流，但CFO的回应逻辑是："合同积压已证明需求真实，我们现在是在买油井，而不是买石油"。
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186
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明日阳光888
明日阳光888
·
05-02
今年坚决不盲目执行“Sell in May”，而是采取“持仓分化+波段控仓”策略，5月整体选择“Stay in May”
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[得意]","listText":"还一个办法是小资金博大，用期权来玩。推荐老虎证券更好 [得意]","text":"还一个办法是小资金博大，用期权来玩。推荐老虎证券更好 [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559726613726856","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000384","authorId":"9000000000000384","name":"曹阿大","avatar":"https://static.tigerbbs.com/d42560f8a651e3be983fa1b61fcc3dc0","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000384","authorIdStr":"9000000000000384"},"content":"老虎？我早换平台了。","text":"老虎？我早换平台了。","html":"老虎？我早换平台了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559726492357936,"gmtCreate":1777683753318,"gmtModify":1777683755934,"author":{"id":"3549760817157884","authorId":"3549760817157884","name":"明日阳光888","avatar":"https://static.tigerbbs.com/32a4bc8245903a9d3c02aa8cdc7e19d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549760817157884","authorIdStr":"3549760817157884"},"themes":[],"title":"","htmlText":"我是喜欢买贵的，便宜没好货，万一不涨，也拿不住。所以买贵的，成交量大的","listText":"我是喜欢买贵的，便宜没好货，万一不涨，也拿不住。所以买贵的，成交量大的","text":"我是喜欢买贵的，便宜没好货，万一不涨，也拿不住。所以买贵的，成交量大的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559726492357936","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000430","authorId":"9000000000000430","name":"PaulaBaldwin","avatar":"https://static.tigerbbs.com/7e02002a4ff0970395fc8264888e847d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000430","authorIdStr":"9000000000000430"},"content":"PDD我拿着呢，越涨越踏实","text":"PDD我拿着呢，越涨越踏实","html":"PDD我拿着呢，越涨越踏实"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559726760280392,"gmtCreate":1777683736100,"gmtModify":1777683738516,"author":{"id":"3549760817157884","authorId":"3549760817157884","name":"明日阳光888","avatar":"https://static.tigerbbs.com/32a4bc8245903a9d3c02aa8cdc7e19d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549760817157884","authorIdStr":"3549760817157884"},"themes":[],"title":"","htmlText":"三天大涨主线也会是以后长期的主题。事关美国的竞争地位，可以长期看好。单独做多","listText":"三天大涨主线也会是以后长期的主题。事关美国的竞争地位，可以长期看好。单独做多","text":"三天大涨主线也会是以后长期的主题。事关美国的竞争地位，可以长期看好。单独做多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559726760280392","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000568","authorId":"9000000000000568","name":"HardyJenny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000568","authorIdStr":"9000000000000568"},"content":"这主线看准了，还得拿稳。","text":"这主线看准了，还得拿稳。","html":"这主线看准了，还得拿稳。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559726737916064,"gmtCreate":1777683727491,"gmtModify":1777683730069,"author":{"id":"3549760817157884","authorId":"3549760817157884","name":"明日阳光888","avatar":"https://static.tigerbbs.com/32a4bc8245903a9d3c02aa8cdc7e19d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549760817157884","authorIdStr":"3549760817157884"},"themes":[],"title":"","htmlText":"随着 OpenAI 等软件端出现销售瓶颈及数据中心能耗压力，资金正从纯算法领域流向支撑 AI 运行的“实体基建”","listText":"随着 OpenAI 等软件端出现销售瓶颈及数据中心能耗压力，资金正从纯算法领域流向支撑 AI 运行的“实体基建”","text":"随着 OpenAI 等软件端出现销售瓶颈及数据中心能耗压力，资金正从纯算法领域流向支撑 AI 运行的“实体基建”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559726737916064","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000630","authorId":"9000000000000630","name":"Marialina","avatar":"https://static.tigerbbs.com/0a6012312e0fbca717b841533feebe12","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000630","authorIdStr":"9000000000000630"},"content":"AI硬件才是硬道理啊","text":"AI硬件才是硬道理啊","html":"AI硬件才是硬道理啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559726610642288,"gmtCreate":1777683712986,"gmtModify":1777683715709,"author":{"id":"3549760817157884","authorId":"3549760817157884","name":"明日阳光888","avatar":"https://static.tigerbbs.com/32a4bc8245903a9d3c02aa8cdc7e19d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549760817157884","authorIdStr":"3549760817157884"},"themes":[],"title":"","htmlText":"或许更需要担心的是马上要发财报的这几家公司 ，看看Google那个1800-1900亿的全年资本开支 [鬼脸]","listText":"或许更需要担心的是马上要发财报的这几家公司 ，看看Google那个1800-1900亿的全年资本开支 [鬼脸]","text":"或许更需要担心的是马上要发财报的这几家公司 ，看看Google那个1800-1900亿的全年资本开支 [鬼脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559726610642288","isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559726593176760,"gmtCreate":1777683703050,"gmtModify":1777688776529,"author":{"id":"3549760817157884","authorId":"3549760817157884","name":"明日阳光888","avatar":"https://static.tigerbbs.com/32a4bc8245903a9d3c02aa8cdc7e19d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549760817157884","authorIdStr":"3549760817157884"},"themes":[],"title":"","htmlText":"故事刚刚开始，AI还会持续发力，一定要把握住机会，这样才能大力出奇迹，加油","listText":"故事刚刚开始，AI还会持续发力，一定要把握住机会，这样才能大力出奇迹，加油","text":"故事刚刚开始，AI还会持续发力，一定要把握住机会，这样才能大力出奇迹，加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559726593176760","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559726448272936,"gmtCreate":1777683678007,"gmtModify":1777683680475,"author":{"id":"3549760817157884","authorId":"3549760817157884","name":"明日阳光888","avatar":"https://static.tigerbbs.com/32a4bc8245903a9d3c02aa8cdc7e19d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549760817157884","authorIdStr":"3549760817157884"},"themes":[],"title":"","htmlText":"可以大举买入英伟达、台积电、谷歌，这些都是资本利好，加油","listText":"可以大举买入英伟达、台积电、谷歌，这些都是资本利好，加油","text":"可以大举买入英伟达、台积电、谷歌，这些都是资本利好，加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559726448272936","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559726478274888,"gmtCreate":1777683667251,"gmtModify":1777688776226,"author":{"id":"3549760817157884","authorId":"3549760817157884","name":"明日阳光888","avatar":"https://static.tigerbbs.com/32a4bc8245903a9d3c02aa8cdc7e19d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549760817157884","authorIdStr":"3549760817157884"},"themes":[],"title":"","htmlText":"Google那个1800-1900亿的全年资本开支, 不是更加吓人。可是这些开支，其中大部分为AI基础设施啊，虽然会长期压制自由现金流，但CFO的回应逻辑是：\"合同积压已证明需求真实，我们现在是在买油井，而不是买石油\"。","listText":"Google那个1800-1900亿的全年资本开支, 不是更加吓人。可是这些开支，其中大部分为AI基础设施啊，虽然会长期压制自由现金流，但CFO的回应逻辑是：\"合同积压已证明需求真实，我们现在是在买油井，而不是买石油\"。","text":"Google那个1800-1900亿的全年资本开支, 不是更加吓人。可是这些开支，其中大部分为AI基础设施啊，虽然会长期压制自由现金流，但CFO的回应逻辑是：\"合同积压已证明需求真实，我们现在是在买油井，而不是买石油\"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559726478274888","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000199","authorId":"9000000000000199","name":"JustinCooper","avatar":"https://static.tigerbbs.com/0699470000918098a26a5013407b7e99","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000199","authorIdStr":"9000000000000199"},"content":"CFO这话有道理，为未来投资。","text":"CFO这话有道理，为未来投资。","html":"CFO这话有道理，为未来投资。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559726355658112,"gmtCreate":1777683651455,"gmtModify":1777683654063,"author":{"id":"3549760817157884","authorId":"3549760817157884","name":"明日阳光888","avatar":"https://static.tigerbbs.com/32a4bc8245903a9d3c02aa8cdc7e19d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549760817157884","authorIdStr":"3549760817157884"},"themes":[],"title":"","htmlText":"今年坚决不盲目执行“Sell in May”，而是采取“持仓分化+波段控仓”策略，5月整体选择“Stay in May”","listText":"今年坚决不盲目执行“Sell in May”，而是采取“持仓分化+波段控仓”策略，5月整体选择“Stay in May”","text":"今年坚决不盲目执行“Sell in May”，而是采取“持仓分化+波段控仓”策略，5月整体选择“Stay in May”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559726355658112","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274726989542","authorId":"3479274726989542","name":"XianLi","avatar":"https://static.laohu8.com/picture58","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274726989542","authorIdStr":"3479274726989542"},"content":"持仓分化挺明智的，我也是TSLA加小米组合","text":"持仓分化挺明智的，我也是TSLA加小米组合","html":"持仓分化挺明智的，我也是TSLA加小米组合"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}