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脑斧脑斧小脑斧
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脑斧脑斧小脑斧
脑斧脑斧小脑斧
·
05-28
$美光科技(MU)$
狂欢吧,就像当时的光纤,只要故事炒上去,总有人愿意跳进去的
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脑斧脑斧小脑斧
脑斧脑斧小脑斧
·
05-27
$美光科技(MU)$
长协提高了美光的盈利底部,但很难锁住超额利润顶部,毕竟谁都知道数据中心迟早减慢建设。每 1000 亿美元新增 CapEx 对 EPS 的稳定贡献要到 100 美元级别。Q3才不到20美元。不按周期股算,2028年真的能不塌吗?长江、长鑫直接把另外几条腿都砍了,数据中心CapEX下降以后,真的还能保持100的EPS么?
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脑斧脑斧小脑斧
脑斧脑斧小脑斧
·
2025-12-16
真会说笑,从550跌倒450,还5万亿,马上3万亿都守不住
非常抱歉,此主贴已删除
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脑斧脑斧小脑斧
脑斧脑斧小脑斧
·
2025-11-19
$英伟达(NVDA)$
明天财报后逼空!
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脑斧脑斧小脑斧
脑斧脑斧小脑斧
·
2025-11-14
$英伟达(NVDA)$
老黄 开发布会,利好出尽,老黄高位套现走人,之后,就持续出坏消息了。老黄应该早就知道了。电力又解决不了,显卡吃灰,短期都是很多悲观的消息呀。
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脑斧脑斧小脑斧
脑斧脑斧小脑斧
·
2025-10-31
$亚马逊(AMZN)$ 就业变差,失业率上升,又搞生鲜,又搞AI,能不能回本啊.... #亚马逊终于大涨!后市你还看好吗?
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脑斧脑斧小脑斧
脑斧脑斧小脑斧
·
2025-06-13
$特斯拉(TSLA)$
跟,反正现在股价也是低位,跟一点,好了就加仓
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脑斧脑斧小脑斧
脑斧脑斧小脑斧
·
2025-06-12
$特斯拉(TSLA)$
340
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脑斧脑斧小脑斧
脑斧脑斧小脑斧
·
2025-06-03
$特斯拉(TSLA)$
成本上升,毛利下降,六月份说不定关税问题又来了,出租车业务也不一定能顺利,害怕呀....
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脑斧脑斧小脑斧
脑斧脑斧小脑斧
·
2025-05-22
$联合健康(UNH)$
今天的资金开始流入了
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 明天财报后逼空!","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 明天财报后逼空!","text":"$英伟达(NVDA)$ 明天财报后逼空!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501783955522192","isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499817411711736,"gmtCreate":1763051151421,"gmtModify":1763051153395,"author":{"id":"3585177255744019","authorId":"3585177255744019","name":"脑斧脑斧小脑斧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585177255744019","authorIdStr":"3585177255744019"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 老黄 开发布会,利好出尽,老黄高位套现走人,之后,就持续出坏消息了。老黄应该早就知道了。电力又解决不了,显卡吃灰,短期都是很多悲观的消息呀。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 老黄 开发布会,利好出尽,老黄高位套现走人,之后,就持续出坏消息了。老黄应该早就知道了。电力又解决不了,显卡吃灰,短期都是很多悲观的消息呀。","text":"$英伟达(NVDA)$ 老黄 开发布会,利好出尽,老黄高位套现走人,之后,就持续出坏消息了。老黄应该早就知道了。电力又解决不了,显卡吃灰,短期都是很多悲观的消息呀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/499817411711736","isVote":1,"tweetType":1,"viewCount":3978,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3440540550401156","authorIdStr":"3440540550401156"},"content":"什么坏消息?还持续?","text":"什么坏消息?还持续?","html":"什么坏消息?还持续?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495126735983488,"gmtCreate":1761911533704,"gmtModify":1761911536803,"author":{"id":"3585177255744019","authorId":"3585177255744019","name":"脑斧脑斧小脑斧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585177255744019","authorIdStr":"3585177255744019"},"themes":[],"title":"","htmlText":"$亚马逊(AMZN)$ 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