个人中心 - 老虎社区

美股周先森

IP属地：海外

帖子 · 5帖子 · 5
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 美股周先森美股周先森
  ·02-27
  早晚还的涨
  150 评论
  1
  分享
  举报
- 美股周先森美股周先森
  ·2025-11-23
  一些分析把黄仁勋的乐观口径与 2000 年思科 CEO 对“第二次工业革命”的表述作类比，是因为： • AI 投资规模巨大 • 估值处于高位 • 市场情绪和杠杆很高但本质不同： ✘ 2000 年思科面对的是“没有盈利的互联网公司” ✔ 2024–2025 年英伟达面对的是“真实、高利润的 AI 基建需求” 目前英伟达的现金流与利润是真实而巨大，不属于当年的“泡沫式收入”。但市场确实在问一个关键问题：英伟达的增长能否持续五年？还是已进入周期高点？这才是股价的核心争议。
  非常抱歉，此主贴已删除
  1,787 评论
  1
  分享
  举报
- 美股周先森美股周先森
  ·2025-09-15
  这是在意淫吗？[回头] 对标苹果17你怎么敢的
  非常抱歉，此主贴已删除
  2,434 评论
  2
  分享
  举报
- 美股周先森美股周先森
  ·2025-09-11
  你们训练的还能用吗[汗颜]
  非常抱歉，此主贴已删除
  1,502 评论
  2
  分享
  举报
- 美股周先森美股周先森
  ·2025-08-23
  这又涨上来了咋整？
  2,272 评论
  1
  分享
  举报
暂无粉丝

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4193638932436702","uuid":"4193638932436702","gmtCreate":1730535773294,"gmtModify":1755921299985,"name":"美股周先森","pinyin":"mgzxsmeiguzhouxiansen","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/56e87f048e7d8919003fd0aede871df1","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":5,"questionSize":0,"limitLevel":999,"accountStatus":1,"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":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.21","exceedPercentage":"60.37%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.10","exceedPercentage":"60.57%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":1,"location":"海外","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":537270974427152,"gmtCreate":1772190539901,"gmtModify":1772190542133,"author":{"id":"4193638932436702","authorId":"4193638932436702","name":"美股周先森","avatar":"https://static.tigerbbs.com/56e87f048e7d8919003fd0aede871df1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4193638932436702","idStr":"4193638932436702"},"themes":[],"htmlText":"早晚还的涨","listText":"早晚还的涨","text":"早晚还的涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537270974427152","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503230053081848,"gmtCreate":1763887394906,"gmtModify":1763888376182,"author":{"id":"4193638932436702","authorId":"4193638932436702","name":"美股周先森","avatar":"https://static.tigerbbs.com/56e87f048e7d8919003fd0aede871df1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4193638932436702","idStr":"4193638932436702"},"themes":[],"title":"","htmlText":"一些分析把黄仁勋的乐观口径与 2000 年思科 CEO 对“第二次工业革命”的表述作类比，是因为： • AI 投资规模巨大 • 估值处于高位 • 市场情绪和杠杆很高 但本质不同： ✘ 2000 年思科面对的是“没有盈利的互联网公司” ✔ 2024–2025 年英伟达面对的是“真实、高利润的 AI 基建需求” 目前英伟达的现金流与利润是真实而巨大，不属于当年的“泡沫式收入”。 但市场确实在问一个关键问题： 英伟达的增长能否持续五年？还是已进入周期高点？ 这才是股价的核心争议。","listText":"一些分析把黄仁勋的乐观口径与 2000 年思科 CEO 对“第二次工业革命”的表述作类比，是因为： • AI 投资规模巨大 • 估值处于高位 • 市场情绪和杠杆很高 但本质不同： ✘ 2000 年思科面对的是“没有盈利的互联网公司” ✔ 2024–2025 年英伟达面对的是“真实、高利润的 AI 基建需求” 目前英伟达的现金流与利润是真实而巨大，不属于当年的“泡沫式收入”。 但市场确实在问一个关键问题： 英伟达的增长能否持续五年？还是已进入周期高点？ 这才是股价的核心争议。","text":"一些分析把黄仁勋的乐观口径与 2000 年思科 CEO 对“第二次工业革命”的表述作类比，是因为： • AI 投资规模巨大 • 估值处于高位 • 市场情绪和杠杆很高 但本质不同： ✘ 2000 年思科面对的是“没有盈利的互联网公司” ✔ 2024–2025 年英伟达面对的是“真实、高利润的 AI 基建需求” 目前英伟达的现金流与利润是真实而巨大，不属于当年的“泡沫式收入”。 但市场确实在问一个关键问题： 英伟达的增长能否持续五年？还是已进入周期高点？ 这才是股价的核心争议。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503230053081848","repostId":"2585104043","repostType":2,"isVote":1,"tweetType":1,"viewCount":1787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478736577716960,"gmtCreate":1757910447830,"gmtModify":1757914934482,"author":{"id":"4193638932436702","authorId":"4193638932436702","name":"美股周先森","avatar":"https://static.tigerbbs.com/56e87f048e7d8919003fd0aede871df1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4193638932436702","idStr":"4193638932436702"},"themes":[],"htmlText":"这是在意淫吗？[回头]&nbsp; 对标苹果17你怎么敢的","listText":"这是在意淫吗？[回头]&nbsp; 对标苹果17你怎么敢的","text":"这是在意淫吗？[回头] 对标苹果17你怎么敢的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478736577716960","repostId":"1179530372","repostType":2,"isVote":1,"tweetType":1,"viewCount":2434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477579200627504,"gmtCreate":1757606065816,"gmtModify":1757606084426,"author":{"id":"4193638932436702","authorId":"4193638932436702","name":"美股周先森","avatar":"https://static.tigerbbs.com/56e87f048e7d8919003fd0aede871df1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4193638932436702","idStr":"4193638932436702"},"themes":[],"htmlText":"你们训练的还能用吗[汗颜]&nbsp;&nbsp;","listText":"你们训练的还能用吗[汗颜]&nbsp;&nbsp;","text":"你们训练的还能用吗[汗颜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477579200627504","repostId":"1199011675","repostType":2,"isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470589610361256,"gmtCreate":1755920966263,"gmtModify":1755921269350,"author":{"id":"4193638932436702","authorId":"4193638932436702","name":"美股周先森","avatar":"https://static.tigerbbs.com/56e87f048e7d8919003fd0aede871df1","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4193638932436702","idStr":"4193638932436702"},"themes":[],"htmlText":"这又涨上来了咋整？","listText":"这又涨上来了咋整？","text":"这又涨上来了咋整？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470589610361256","isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}