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MementoMori
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MementoMori
MementoMori
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2024-09-10
$ALB.HK 20240927 80.00 PUT$
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MementoMori
MementoMori
·
2024-09-05
$INTC 20240906 20.0 PUT$
intel居然一直没拿到登子给的补贴我是没想到的,难怪前几年没出事的时候财报也那么难看,合着一直硬亏硬建啊。 帕特顶着这么大的压力依然不拆的信念我其实挺认可的,我一直觉得intel走到现在这步就是因为之前那个财务ceo卖了太多东西,而且现在拆分工厂属于竹篮打水一场空,就算短期能涨个几块钱,也不能对公司有什么帮助,势必走向慢性死亡。而保留代工业务的话,intel如果能撑过这段时间,至少有一个博未来的机会,而且intel某种意义上也是大而不能倒了,就算过得凄惨一点无非也就是像当年amd那样变成1美元。 我其实一直期待intel在之后可能的纾困式降息中股价下探到15美元甚至10美元,那对我来说必然是值得重仓的好股票。
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MementoMori
MementoMori
·
2024-08-31
$INTC 20240830 19.5 PUT$
说实话我觉得现在出售工厂并不是个好决定,intel前几年为代工厂投入了几乎翻倍的成本,导致前几年的利润都不好看,现在代工厂就三家,三星可能还不如intel,台积电本身有很大的政治风险,可以说intel都扛着代工厂的debuff熬到现在,在即将要底反转的时候卖掉,不就是典型的高买低卖,追涨杀跌。如果真的卖了,是否侧面证明了intel之前ppt的制成进步完全是大饼,这几年研发投入全部打水漂,这不应该是巨大利空?
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MementoMori
MementoMori
·
2024-08-22
$MIU.HK 20240829 17.50 CALL$
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MementoMori
MementoMori
·
2024-08-20
好好好,终于等来了
腾讯:于8月20日耗资10亿港币回购了270万股
耗资10亿港币。
腾讯:于8月20日耗资10亿港币回购了270万股
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MementoMori
MementoMori
·
2024-08-18
$TCH.HK 20241230 360.00 PUT$
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MementoMori
MementoMori
·
2024-08-15
$腾讯控股ADR(TCEHY)$
大单买入2500万,卖出1000万,中单买入630万卖出380万,小单买入4400万,卖出4600万,整体流入7600万,流出6100万,是怎么做到的?越买越跌越跌越买?意图有点明显了吧
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MementoMori
MementoMori
·
2024-08-14
说实话,如果腾讯都不行,那港股可以彻底和A股坐一桌了
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MementoMori
MementoMori
·
2024-08-06
美股崩了,资金会涌入估值较低的市场,比如港股么?不过好像没有美股跌而港股涨的先例?现在港股已经很洼地了,还能更洼地么
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帕特顶着这么大的压力依然不拆的信念我其实挺认可的,我一直觉得intel走到现在这步就是因为之前那个财务ceo卖了太多东西,而且现在拆分工厂属于竹篮打水一场空,就算短期能涨个几块钱,也不能对公司有什么帮助,势必走向慢性死亡。而保留代工业务的话,intel如果能撑过这段时间,至少有一个博未来的机会,而且intel某种意义上也是大而不能倒了,就算过得凄惨一点无非也就是像当年amd那样变成1美元。 我其实一直期待intel在之后可能的纾困式降息中股价下探到15美元甚至10美元,那对我来说必然是值得重仓的好股票。","listText":"<a href=\"https://laohu8.com/OPT/INTC 20240906 20.0 PUT\">$INTC 20240906 20.0 PUT$</a> intel居然一直没拿到登子给的补贴我是没想到的,难怪前几年没出事的时候财报也那么难看,合着一直硬亏硬建啊。 帕特顶着这么大的压力依然不拆的信念我其实挺认可的,我一直觉得intel走到现在这步就是因为之前那个财务ceo卖了太多东西,而且现在拆分工厂属于竹篮打水一场空,就算短期能涨个几块钱,也不能对公司有什么帮助,势必走向慢性死亡。而保留代工业务的话,intel如果能撑过这段时间,至少有一个博未来的机会,而且intel某种意义上也是大而不能倒了,就算过得凄惨一点无非也就是像当年amd那样变成1美元。 我其实一直期待intel在之后可能的纾困式降息中股价下探到15美元甚至10美元,那对我来说必然是值得重仓的好股票。","text":"$INTC 20240906 20.0 PUT$ intel居然一直没拿到登子给的补贴我是没想到的,难怪前几年没出事的时候财报也那么难看,合着一直硬亏硬建啊。 帕特顶着这么大的压力依然不拆的信念我其实挺认可的,我一直觉得intel走到现在这步就是因为之前那个财务ceo卖了太多东西,而且现在拆分工厂属于竹篮打水一场空,就算短期能涨个几块钱,也不能对公司有什么帮助,势必走向慢性死亡。而保留代工业务的话,intel如果能撑过这段时间,至少有一个博未来的机会,而且intel某种意义上也是大而不能倒了,就算过得凄惨一点无非也就是像当年amd那样变成1美元。 我其实一直期待intel在之后可能的纾困式降息中股价下探到15美元甚至10美元,那对我来说必然是值得重仓的好股票。","images":[{"img":"https://static.tigerbbs.com/4a66c1bd4215e700b96995e0cd9a34bf","width":"696","height":"1122"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345843035496632","isVote":1,"tweetType":1,"viewCount":2805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":344122458792136,"gmtCreate":1725038918061,"gmtModify":1725255097833,"author":{"id":"4185341893205282","authorId":"4185341893205282","name":"MementoMori","avatar":"https://static.tigerbbs.com/c21411bcf667a5c93d38d20dd9a4872c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185341893205282","idStr":"4185341893205282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/INTC 20240830 19.5 PUT\">$INTC 20240830 19.5 PUT$</a> 说实话我觉得现在出售工厂并不是个好决定,intel前几年为代工厂投入了几乎翻倍的成本,导致前几年的利润都不好看,现在代工厂就三家,三星可能还不如intel,台积电本身有很大的政治风险,可以说intel都扛着代工厂的debuff熬到现在,在即将要底反转的时候卖掉,不就是典型的高买低卖,追涨杀跌。如果真的卖了,是否侧面证明了intel之前ppt的制成进步完全是大饼,这几年研发投入全部打水漂,这不应该是巨大利空?","listText":"<a href=\"https://laohu8.com/OPT/INTC 20240830 19.5 PUT\">$INTC 20240830 19.5 PUT$</a> 说实话我觉得现在出售工厂并不是个好决定,intel前几年为代工厂投入了几乎翻倍的成本,导致前几年的利润都不好看,现在代工厂就三家,三星可能还不如intel,台积电本身有很大的政治风险,可以说intel都扛着代工厂的debuff熬到现在,在即将要底反转的时候卖掉,不就是典型的高买低卖,追涨杀跌。如果真的卖了,是否侧面证明了intel之前ppt的制成进步完全是大饼,这几年研发投入全部打水漂,这不应该是巨大利空?","text":"$INTC 20240830 19.5 PUT$ 说实话我觉得现在出售工厂并不是个好决定,intel前几年为代工厂投入了几乎翻倍的成本,导致前几年的利润都不好看,现在代工厂就三家,三星可能还不如intel,台积电本身有很大的政治风险,可以说intel都扛着代工厂的debuff熬到现在,在即将要底反转的时候卖掉,不就是典型的高买低卖,追涨杀跌。如果真的卖了,是否侧面证明了intel之前ppt的制成进步完全是大饼,这几年研发投入全部打水漂,这不应该是巨大利空?","images":[{"img":"https://static.tigerbbs.com/a582960f2214f3b5406bb6d200e7ed55","width":"696","height":"1122"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/344122458792136","isVote":1,"tweetType":1,"viewCount":5832,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556090761819571","authorId":"3556090761819571","name":"jrlx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3556090761819571","idStr":"3556090761819571"},"content":"吃屎,什么时候停下都是对的","text":"吃屎,什么时候停下都是对的","html":"吃屎,什么时候停下都是对的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":341166293311744,"gmtCreate":1724305190196,"gmtModify":1724305390261,"author":{"id":"4185341893205282","authorId":"4185341893205282","name":"MementoMori","avatar":"https://static.tigerbbs.com/c21411bcf667a5c93d38d20dd9a4872c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185341893205282","idStr":"4185341893205282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/MIU.HK 20240829 17.50 CALL\">$MIU.HK 20240829 17.50 CALL$</a> ","listText":"<a href=\"https://laohu8.com/OPT/MIU.HK 20240829 17.50 CALL\">$MIU.HK 20240829 17.50 CALL$</a> ","text":"$MIU.HK 20240829 17.50 CALL$","images":[{"img":"https://static.tigerbbs.com/fed6cdef3e7e35c9055112ce7d5f9884","width":"696","height":"1122"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341166293311744","isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340448328118344,"gmtCreate":1724147556366,"gmtModify":1724147557916,"author":{"id":"4185341893205282","authorId":"4185341893205282","name":"MementoMori","avatar":"https://static.tigerbbs.com/c21411bcf667a5c93d38d20dd9a4872c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185341893205282","idStr":"4185341893205282"},"themes":[],"title":"","htmlText":"好好好,终于等来了","listText":"好好好,终于等来了","text":"好好好,终于等来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340448328118344","repostId":"1158954535","repostType":2,"repost":{"id":"1158954535","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1724147403,"share":"https://www.laohunote.com/m/news/1158954535?lang=zh_CN&edition=full","pubTime":"2024-08-20 17:50","market":"hk","language":"zh","title":"腾讯:于8月20日耗资10亿港币回购了270万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1158954535","media":"老虎资讯综合","summary":"耗资10亿港币。","content":"<html><head></head><body><p>据港交所文件显示,腾讯控股于8月20日耗资10亿港币回购了270万股。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯:于8月20日耗资10亿港币回购了270万股</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯:于8月20日耗资10亿港币回购了270万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-20 17:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据港交所文件显示,腾讯控股于8月20日耗资10亿港币回购了270万股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158954535","content_text":"据港交所文件显示,腾讯控股于8月20日耗资10亿港币回购了270万股。","news_type":1,"symbols_score_info":{"00700":1.1}},"isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339935915196696,"gmtCreate":1723996325039,"gmtModify":1724032072560,"author":{"id":"4185341893205282","authorId":"4185341893205282","name":"MementoMori","avatar":"https://static.tigerbbs.com/c21411bcf667a5c93d38d20dd9a4872c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185341893205282","idStr":"4185341893205282"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a> 大单买入2500万,卖出1000万,中单买入630万卖出380万,小单买入4400万,卖出4600万,整体流入7600万,流出6100万,是怎么做到的?越买越跌越跌越买?意图有点明显了吧","text":"$腾讯控股ADR(TCEHY)$ 大单买入2500万,卖出1000万,中单买入630万卖出380万,小单买入4400万,卖出4600万,整体流入7600万,流出6100万,是怎么做到的?越买越跌越跌越买?意图有点明显了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/338391226347800","isVote":1,"tweetType":1,"viewCount":3241,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185341893205282","authorId":"4185341893205282","name":"MementoMori","avatar":"https://static.tigerbbs.com/c21411bcf667a5c93d38d20dd9a4872c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4185341893205282","idStr":"4185341893205282"},"content":"草,大中小单全部流入大于流出,有点搞笑","text":"草,大中小单全部流入大于流出,有点搞笑","html":"草,大中小单全部流入大于流出,有点搞笑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338473663922224,"gmtCreate":1723643749967,"gmtModify":1723643950645,"author":{"id":"4185341893205282","authorId":"4185341893205282","name":"MementoMori","avatar":"https://static.tigerbbs.com/c21411bcf667a5c93d38d20dd9a4872c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185341893205282","idStr":"4185341893205282"},"themes":[],"title":"","htmlText":"说实话,如果腾讯都不行,那港股可以彻底和A股坐一桌了","listText":"说实话,如果腾讯都不行,那港股可以彻底和A股坐一桌了","text":"说实话,如果腾讯都不行,那港股可以彻底和A股坐一桌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/338473663922224","isVote":1,"tweetType":1,"viewCount":2563,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"content":"以后就是新常态了,还看不出来?","text":"以后就是新常态了,还看不出来?","html":"以后就是新常态了,还看不出来?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335346777256192,"gmtCreate":1722903638967,"gmtModify":1722908706968,"author":{"id":"4185341893205282","authorId":"4185341893205282","name":"MementoMori","avatar":"https://static.tigerbbs.com/c21411bcf667a5c93d38d20dd9a4872c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185341893205282","idStr":"4185341893205282"},"themes":[],"title":"","htmlText":"美股崩了,资金会涌入估值较低的市场,比如港股么?不过好像没有美股跌而港股涨的先例?现在港股已经很洼地了,还能更洼地么","listText":"美股崩了,资金会涌入估值较低的市场,比如港股么?不过好像没有美股跌而港股涨的先例?现在港股已经很洼地了,还能更洼地么","text":"美股崩了,资金会涌入估值较低的市场,比如港股么?不过好像没有美股跌而港股涨的先例?现在港股已经很洼地了,还能更洼地么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/335346777256192","isVote":1,"tweetType":1,"viewCount":3347,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4183451963441962","authorId":"4183451963441962","name":"老肉片","avatar":"https://static.tigerbbs.com/e508703bf155e6276105a47d2b0cd276","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4183451963441962","idStr":"4183451963441962"},"content":"你钱多了会去买烂尾楼吗?","text":"你钱多了会去买烂尾楼吗?","html":"你钱多了会去买烂尾楼吗?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}