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KC878
KC878
·
06-22 13:24
$SoFi Technologies Inc.(SOFI)$
睇好[得意]
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KC878
KC878
·
06-15
$辉瑞(PFE)$
可以升回来了吧[难过]
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416
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KC878
KC878
·
06-12
SpaceX我会细注观望，低流通盘首日波动大，唔急追。港股AI三宝暂不捞底，溢价消退加解禁压力未消化，等Anthropic盈利验证后再睇估值重定。焦点放喺全球AI龙头IPO潮，港股AI仲要时间沉淀。
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KC878
KC878
·
06-01
$辉瑞(PFE)$
升升跌跌幅度不大，不害怕
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KC878
KC878
·
06-01
请勿靠近
$辉瑞(PFE)$
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KC878
KC878
·
04-15
泡泡玛特这次大涨，反映了市场对其从盲盒销售进化为全球IP帝国模式的认可。段永平的背书与亮眼海外数据（占比43.8%）是关键转折点。与老铺黄金、蜜雪冰城等新消费龙头共振，显示「情绪价值」已成为港股投资主线。未来风险在于IP生命周期，但若能持续孵化新爆款，走向世界的故事值得期待。
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KC878
KC878
·
03-25
中概财报季来临，六大巨头各有亮点与隐忧。比亚迪销量称王但内需放缓；中芯与华虹受惠AI与国产替代，惟扩产成本压力大；拼多多估值低但Temu监管风险未消；美团亏损扩大，短期承压。策略上宜聚焦业绩确定性高、政策受惠的龙头，分批布局，避开过度预期个股。[开心]
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KC878
KC878
·
03-19
HALO交易兴起，反映市场从炒作AI愿景转向押注其物理根基。这并非否定AI，而是拥抱「卖铲人」逻辑：AI越发展，对能源、算力基础设施的需求就越强。港股的央企红利股兼具低估值、高股息与不可替代的实体壁垒，正是此轮资金轮动的避风港。短期来看，这股「硬资产」潮仍将主导市场风格。[得意]
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KC878
KC878
·
03-19
马斯克力挺英伟达，凸显AI军备竞赛中算力为王的现实。这对投资者而言是明确讯号：AI基础设施需求未见顶，NVDA的霸主地位短期内难以撼动。特斯拉的自研晶片与外部采购并行策略，既保障了短期领先，也为长期供应安全铺路。整个半导体产业链，从台积电到伺服器厂，都将持续受惠。2026年确实是AI从云端走向边缘、从地面延伸至太空的关键窗口。[开心]
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KC878
KC878
·
03-18
Lululemon估值已极度压缩，财报焦点在北美同店销售是否触底及国际成长动能。若营收、EPS达指引高档且2026年展望乐观，配合低估值与回购，反弹空间可期。相较同业，其品牌忠诚度与产品创新仍是核心优势。[财迷]
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睇好[得意]","images":[{"img":"https://community-static.tradeup.com/news/c25e36e5d5d317126b69612be86bec81","width":"933","height":"1543"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577867461977296","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":575366441259648,"gmtCreate":1781478699834,"gmtModify":1781478704827,"author":{"id":"4149134706475152","authorId":"4149134706475152","name":"KC878","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149134706475152","authorIdStr":"4149134706475152"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PFE\">$辉瑞(PFE)$ </a> 可以升回来了吧[难过] ","listText":"<a href=\"https://ttm.financial/S/PFE\">$辉瑞(PFE)$ </a> 可以升回来了吧[难过] ","text":"$辉瑞(PFE)$ 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