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股市的尔虞我诈
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股市的尔虞我诈
股市的尔虞我诈
·
11-03
$晶泰控股(02228)$
晶泰最近增加了经营范围新增工业机器人销售;工业机器人安装、维修;智能机器人的研发;智能机器人销售等
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股市的尔虞我诈
股市的尔虞我诈
·
11-03
$苹果(AAPL)$
高盛发表研究报告指,苹果2025财年第四季每股盈利胜预期,其中服务业务的优异表现完全抵销iPhone业务逊预期表现。期内iPhone需求非常强劲,而收入未达预期主要因供应受限制,导致渠道库存按季下降。苹果管理层指引2026财年第一季的收入按年增长10%至12%,其中iPhone收入按年增长双位数,以及服务收入按年增长约14%。
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932
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1
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股市的尔虞我诈
股市的尔虞我诈
·
11-03
$英伟达(NVDA)$
高盛发表研究报告指,预计英伟达10月底止第三财季业绩将胜预期,而股价反应将取决于公司上调指引的幅度。该行预计业绩会议将聚焦四大重点,包括预期数据中心收入5,000亿美元的补充细节、OpenAI 2026年的部署、Rubin 2026年的量产进程,以及恢复中国业务的潜在可能性。该行重申“买入”评级,将2026至28财年的收入与non-GAAP每股盈测平均上调12%,并将目标价上调至240美元。
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910
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1
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股市的尔虞我诈
股市的尔虞我诈
·
08-19
$天岳先进(02631)$
根据以往的A+H案例股价的最高位会出现在上市后的三四天,暗盘是加仓的机会
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1,079
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股市的尔虞我诈
股市的尔虞我诈
·
08-19
$晶泰控股(02228)$
晶泰控股预期将首次实现半年盈利,净利润预计不少于5,000万元人民币,这标志着公司财务状况的显著改善。
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790
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股市的尔虞我诈
股市的尔虞我诈
·
08-19
$苹果(AAPL)$
根据TrendForce集邦咨询最新研究市场预期Apple(苹果)于2026年下半年推出折叠产品将助力折叠手机渗透率从2025年的1.6%提升至2027年的3%以上。
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1,102
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股市的尔虞我诈
股市的尔虞我诈
·
08-19
$英伟达(NVDA)$
SK海力士上半年对英伟达销售额增长了3.6倍。 12层HBM3E全面出货,盈利能力迅速提升。 半年报显示,今年1月至6月,SK海力士来自单一外部客户的销售额约10.9万亿韩元,占同期总销售额(39.9万亿韩元)的27.3%。
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647
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股市的尔虞我诈
股市的尔虞我诈
·
08-18
$晶泰控股(02228)$
股价基本稳住在九块了,趁现在大市好晶泰一把将股价拉上十块去
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711
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股市的尔虞我诈
股市的尔虞我诈
·
08-18
$苹果(AAPL)$
美银证券首予蓝思科技“买入”评级,H股目标价26港元,A股目标价29元
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股市的尔虞我诈
股市的尔虞我诈
·
08-18
$英伟达(NVDA)$
截至8月15日,英伟达收盘市值达到4.4万亿美元。作为全球第一家突破4万亿美元市值大关的公司,英伟达似乎看不到尽头。
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1,041
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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 高盛发表研究报告指,苹果2025财年第四季每股盈利胜预期,其中服务业务的优异表现完全抵销iPhone业务逊预期表现。期内iPhone需求非常强劲,而收入未达预期主要因供应受限制,导致渠道库存按季下降。苹果管理层指引2026财年第一季的收入按年增长10%至12%,其中iPhone收入按年增长双位数,以及服务收入按年增长约14%。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 高盛发表研究报告指,苹果2025财年第四季每股盈利胜预期,其中服务业务的优异表现完全抵销iPhone业务逊预期表现。期内iPhone需求非常强劲,而收入未达预期主要因供应受限制,导致渠道库存按季下降。苹果管理层指引2026财年第一季的收入按年增长10%至12%,其中iPhone收入按年增长双位数,以及服务收入按年增长约14%。","text":"$苹果(AAPL)$ 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2026年的量产进程,以及恢复中国业务的潜在可能性。该行重申“买入”评级,将2026至28财年的收入与non-GAAP每股盈测平均上调12%,并将目标价上调至240美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496111735731032","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469207282024888,"gmtCreate":1755583548493,"gmtModify":1755583549769,"author":{"id":"4109854578477180","authorId":"4109854578477180","name":"股市的尔虞我诈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109854578477180","authorIdStr":"4109854578477180"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02631\">$天岳先进(02631)$ </a> 根据以往的A+H案例股价的最高位会出现在上市后的三四天,暗盘是加仓的机会","listText":"<a href=\"https://laohu8.com/S/02631\">$天岳先进(02631)$ </a> 根据以往的A+H案例股价的最高位会出现在上市后的三四天,暗盘是加仓的机会","text":"$天岳先进(02631)$ 根据以往的A+H案例股价的最高位会出现在上市后的三四天,暗盘是加仓的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469207282024888","isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469192775917864,"gmtCreate":1755580629181,"gmtModify":1755581082182,"author":{"id":"4109854578477180","authorId":"4109854578477180","name":"股市的尔虞我诈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109854578477180","authorIdStr":"4109854578477180"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰控股(02228)$ </a> 晶泰控股预期将首次实现半年盈利,净利润预计不少于5,000万元人民币,这标志着公司财务状况的显著改善。","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰控股(02228)$ </a> 晶泰控股预期将首次实现半年盈利,净利润预计不少于5,000万元人民币,这标志着公司财务状况的显著改善。","text":"$晶泰控股(02228)$ 晶泰控股预期将首次实现半年盈利,净利润预计不少于5,000万元人民币,这标志着公司财务状况的显著改善。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469192775917864","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469192861499648,"gmtCreate":1755580577508,"gmtModify":1755581075266,"author":{"id":"4109854578477180","authorId":"4109854578477180","name":"股市的尔虞我诈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109854578477180","authorIdStr":"4109854578477180"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 根据TrendForce集邦咨询最新研究市场预期Apple(苹果)于2026年下半年推出折叠产品将助力折叠手机渗透率从2025年的1.6%提升至2027年的3%以上。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 根据TrendForce集邦咨询最新研究市场预期Apple(苹果)于2026年下半年推出折叠产品将助力折叠手机渗透率从2025年的1.6%提升至2027年的3%以上。","text":"$苹果(AAPL)$ 根据TrendForce集邦咨询最新研究市场预期Apple(苹果)于2026年下半年推出折叠产品将助力折叠手机渗透率从2025年的1.6%提升至2027年的3%以上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469192861499648","isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469192740425792,"gmtCreate":1755580561647,"gmtModify":1755580563439,"author":{"id":"4109854578477180","authorId":"4109854578477180","name":"股市的尔虞我诈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109854578477180","authorIdStr":"4109854578477180"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> SK海力士上半年对英伟达销售额增长了3.6倍。 12层HBM3E全面出货,盈利能力迅速提升。 半年报显示,今年1月至6月,SK海力士来自单一外部客户的销售额约10.9万亿韩元,占同期总销售额(39.9万亿韩元)的27.3%。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> SK海力士上半年对英伟达销售额增长了3.6倍。 12层HBM3E全面出货,盈利能力迅速提升。 半年报显示,今年1月至6月,SK海力士来自单一外部客户的销售额约10.9万亿韩元,占同期总销售额(39.9万亿韩元)的27.3%。","text":"$英伟达(NVDA)$ SK海力士上半年对英伟达销售额增长了3.6倍。 12层HBM3E全面出货,盈利能力迅速提升。 半年报显示,今年1月至6月,SK海力士来自单一外部客户的销售额约10.9万亿韩元,占同期总销售额(39.9万亿韩元)的27.3%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469192740425792","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468994799256048,"gmtCreate":1755503490535,"gmtModify":1755503491762,"author":{"id":"4109854578477180","authorId":"4109854578477180","name":"股市的尔虞我诈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109854578477180","authorIdStr":"4109854578477180"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰控股(02228)$ </a> 股价基本稳住在九块了,趁现在大市好晶泰一把将股价拉上十块去","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰控股(02228)$ </a> 股价基本稳住在九块了,趁现在大市好晶泰一把将股价拉上十块去","text":"$晶泰控股(02228)$ 股价基本稳住在九块了,趁现在大市好晶泰一把将股价拉上十块去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/468994799256048","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468991566876888,"gmtCreate":1755503354855,"gmtModify":1755503356249,"author":{"id":"4109854578477180","authorId":"4109854578477180","name":"股市的尔虞我诈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109854578477180","authorIdStr":"4109854578477180"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 美银证券首予蓝思科技“买入”评级,H股目标价26港元,A股目标价29元","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 美银证券首予蓝思科技“买入”评级,H股目标价26港元,A股目标价29元","text":"$苹果(AAPL)$ 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