个人中心 - 老虎社区

市场局外人

IP属地：北京

帖子 · 7帖子 · 7
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 市场局外人市场局外人
  ·08-20 21:51
  可以继续看多半导体了？经过大幅回撤后，前期仓位过于拥挤的问题已经得到了显著解决。最早28年半导体和存储的供需格局才会得到显著改善，这意味着未来两年业绩有望继续稳健增长（右图），估值已经相对便宜。$费城半导体指数(SOX)$
  2,686 评论
  1
  分享
  举报
- 市场局外人市场局外人
  ·08-20 12:48
  美银看多生物医药、地区银行、港股地产$默沙东(MRK)$
  269 评论
  点赞
  分享
  举报
- 市场局外人市场局外人
  ·08-17
  AI半导体行情还没结束？ BofA模拟了美光到2030年保持80%的利润率，彻底终结了经典的存储周期。他们预计到财年30年每股收益达236美元，年复合增长率34%，远超共识预期。
  263 评论
  1
  分享
  举报
- 市场局外人市场局外人
  ·08-13
  昨天美国CPI全面符合预期，今天PPI不及预期，就业市场也没那么强，不能加息了吧？
  265 评论
  点赞
  分享
  举报
- 市场局外人市场局外人
  ·08-11
  人民币为什么这么强？会破6.5吗？
  337 评论
  点赞
  分享
  举报
- 市场局外人市场局外人
  ·08-07
  非农就业人数减少！美股又要大涨？看起来每年7月美国就业都拉垮，加息应该是不可能了吧 $黄金主连 2612(GCmain)$
  1,136 评论
  点赞
  分享
  举报
- 市场局外人市场局外人
  ·08-05
  美股科技巨头还能涨吗？感觉散户还挺坚定的$英伟达(NVDA)$
  2,921 评论
  点赞
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4123216845072970","uuid":"4123216845072970","gmtCreate":1660113760391,"gmtModify":1785998730874,"name":"市场局外人","pinyin":"scjwrshichangjuwairen","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/b6040c46da3a9e88718b42ceaeffa7f9","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":0,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":598868353016736,"gmtCreate":1787233919226,"gmtModify":1787233923714,"author":{"id":"4123216845072970","authorId":"4123216845072970","name":"市场局外人","avatar":"https://static.tigerbbs.com/b6040c46da3a9e88718b42ceaeffa7f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123216845072970","authorIdStr":"4123216845072970"},"themes":[],"title":"","htmlText":"可以继续看多半导体了？ 经过大幅回撤后，前期仓位过于拥挤的问题已经得到了显著解决。最早28年半导体和存储的供需格局才会得到显著改善，这意味着未来两年业绩有望继续稳健增长（右图），估值已经相对便宜。<a href=\"https://laohu8.com/S/SOX\">$费城半导体指数(SOX)$&nbsp;</a>&nbsp;","listText":"可以继续看多半导体了？ 经过大幅回撤后，前期仓位过于拥挤的问题已经得到了显著解决。最早28年半导体和存储的供需格局才会得到显著改善，这意味着未来两年业绩有望继续稳健增长（右图），估值已经相对便宜。<a href=\"https://laohu8.com/S/SOX\">$费城半导体指数(SOX)$&nbsp;</a>&nbsp;","text":"可以继续看多半导体了？ 经过大幅回撤后，前期仓位过于拥挤的问题已经得到了显著解决。最早28年半导体和存储的供需格局才会得到显著改善，这意味着未来两年业绩有望继续稳健增长（右图），估值已经相对便宜。$费城半导体指数(SOX)$","images":[{"img":"https://static.tigerbbs.com/2338d51c36016e2a795e0ed5e1352e8b","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598868353016736","isVote":1,"tweetType":1,"viewCount":2686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":598738953441512,"gmtCreate":1787201313069,"gmtModify":1787201335433,"author":{"id":"4123216845072970","authorId":"4123216845072970","name":"市场局外人","avatar":"https://static.tigerbbs.com/b6040c46da3a9e88718b42ceaeffa7f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123216845072970","authorIdStr":"4123216845072970"},"themes":[],"title":"","htmlText":"美银看多生物医药、地区银行、港股地产<a href=\"https://laohu8.com/S/MRK\">$默沙东(MRK)$&nbsp;</a>&nbsp;","listText":"美银看多生物医药、地区银行、港股地产<a href=\"https://laohu8.com/S/MRK\">$默沙东(MRK)$&nbsp;</a>&nbsp;","text":"美银看多生物医药、地区银行、港股地产$默沙东(MRK)$","images":[{"img":"https://static.tigerbbs.com/f34692d97a1491ccc66db6e3d8c4094b","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598738953441512","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":597862066869512,"gmtCreate":1786980641268,"gmtModify":1786980654879,"author":{"id":"4123216845072970","authorId":"4123216845072970","name":"市场局外人","avatar":"https://static.tigerbbs.com/b6040c46da3a9e88718b42ceaeffa7f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123216845072970","authorIdStr":"4123216845072970"},"themes":[],"title":"","htmlText":"AI半导体行情还没结束？ BofA模拟了美光到2030年保持80%的利润率，彻底终结了经典的存储周期。他们预计到财年30年每股收益达236美元，年复合增长率34%，远超共识预期。","listText":"AI半导体行情还没结束？ BofA模拟了美光到2030年保持80%的利润率，彻底终结了经典的存储周期。他们预计到财年30年每股收益达236美元，年复合增长率34%，远超共识预期。","text":"AI半导体行情还没结束？ BofA模拟了美光到2030年保持80%的利润率，彻底终结了经典的存储周期。他们预计到财年30年每股收益达236美元，年复合增长率34%，远超共识预期。","images":[{"img":"https://static.tigerbbs.com/9afade9a3b947b6bf0574da39b784dc6","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597862066869512","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":596407656363064,"gmtCreate":1786625502025,"gmtModify":1786625813002,"author":{"id":"4123216845072970","authorId":"4123216845072970","name":"市场局外人","avatar":"https://static.tigerbbs.com/b6040c46da3a9e88718b42ceaeffa7f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123216845072970","authorIdStr":"4123216845072970"},"themes":[],"title":"","htmlText":"昨天美国CPI全面符合预期，今天PPI不及预期，就业市场也没那么强，不能加息了吧？","listText":"昨天美国CPI全面符合预期，今天PPI不及预期，就业市场也没那么强，不能加息了吧？","text":"昨天美国CPI全面符合预期，今天PPI不及预期，就业市场也没那么强，不能加息了吧？","images":[{"img":"https://static.tigerbbs.com/f2326eb61e048b4111e984188b14a556","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/d754e1dd67d35e4554caed82b59d0feb","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/3d24451ab4775441c9a998d64dc6a33c","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596407656363064","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":595687128154592,"gmtCreate":1786448881354,"gmtModify":1786449293108,"author":{"id":"4123216845072970","authorId":"4123216845072970","name":"市场局外人","avatar":"https://static.tigerbbs.com/b6040c46da3a9e88718b42ceaeffa7f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123216845072970","authorIdStr":"4123216845072970"},"themes":[],"title":"","htmlText":"人民币为什么这么强？ 会破6.5吗？","listText":"人民币为什么这么强？ 会破6.5吗？","text":"人民币为什么这么强？ 会破6.5吗？","images":[{"img":"https://static.tigerbbs.com/92f09894a8a7cf4f70f144d0a0f81723","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595687128154592","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":594283940946648,"gmtCreate":1786107074025,"gmtModify":1786108007961,"author":{"id":"4123216845072970","authorId":"4123216845072970","name":"市场局外人","avatar":"https://static.tigerbbs.com/b6040c46da3a9e88718b42ceaeffa7f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123216845072970","authorIdStr":"4123216845072970"},"themes":[],"title":"","htmlText":"非农就业人数减少！美股又要大涨？ 看起来每年7月美国就业都拉垮，加息应该是不可能了吧 <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2612(GCmain)$&nbsp;</a>&nbsp;","listText":"非农就业人数减少！美股又要大涨？ 看起来每年7月美国就业都拉垮，加息应该是不可能了吧 <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2612(GCmain)$&nbsp;</a>&nbsp;","text":"非农就业人数减少！美股又要大涨？ 看起来每年7月美国就业都拉垮，加息应该是不可能了吧 $黄金主连 2612(GCmain)$","images":[{"img":"https://static.tigerbbs.com/25cc52d66c9a57aabf51a06beeaf2e7f","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/5d514b15da052b53d422b72282c2b2d7","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/466d1fc9ca9a402909a8e88d48871424","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594283940946648","isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":593606809633568,"gmtCreate":1785940242370,"gmtModify":1785941024158,"author":{"id":"4123216845072970","authorId":"4123216845072970","name":"市场局外人","avatar":"https://static.tigerbbs.com/b6040c46da3a9e88718b42ceaeffa7f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123216845072970","authorIdStr":"4123216845072970"},"themes":[],"title":"","htmlText":"美股科技巨头还能涨吗？ 感觉散户还挺坚定的<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","listText":"美股科技巨头还能涨吗？ 感觉散户还挺坚定的<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","text":"美股科技巨头还能涨吗？ 感觉散户还挺坚定的$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/c63a96486143c611243341034af6d040","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593606809633568","isVote":1,"tweetType":1,"viewCount":2921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}