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KinsonKwok
IP属地:广东
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KinsonKwok
KinsonKwok
·
2025-11-13
$NuScale Power(SMR)$
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KinsonKwok
KinsonKwok
·
2025-11-13
$NuScale Power(SMR)$
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471
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1
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KinsonKwok
KinsonKwok
·
2025-11-03
$Sidus Space Inc.(SIDU)$
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480
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KinsonKwok
KinsonKwok
·
2025-10-27
$Sidus Space Inc.(SIDU)$
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649
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1
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KinsonKwok
KinsonKwok
·
2025-10-20
$Sidus Space Inc.(SIDU)$
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KinsonKwok
KinsonKwok
·
2025-10-13
$Sidus Space Inc.(SIDU)$
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678
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KinsonKwok
KinsonKwok
·
2025-10-13
$盈透证券(IBKR)$
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KinsonKwok
KinsonKwok
·
2025-10-09
$伯克希尔B(BRK.B)$
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KinsonKwok
KinsonKwok
·
2025-10-06
我认为,木头姐选择加仓阿里和百度,是对其未来科技向、AI 向转型路径的布局。但即便她做出这样的押注,也不意味着风险不存在。 我对阿里/百度“可作为中期到长期配置标的”持较为谨慎偏乐观的态度。理由包括它们已有坚实的基础、政策环境可能给予支持、且 AI 浪潮有较大的上行空间。但同时要做好波动、政策、国际环境等不确定性的管理。
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KinsonKwok
KinsonKwok
·
2025-10-06
不看好,准备开put百度
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419
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","text":"$伯克希尔B(BRK.B)$","images":[{"img":"https://static.tigerbbs.com/8429a0e8c7ce9c4544963b6ea9285868","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487179952615512","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":486138465083680,"gmtCreate":1759714611484,"gmtModify":1759714848184,"author":{"id":"4198106763647282","authorId":"4198106763647282","name":"KinsonKwok","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4198106763647282","authorIdStr":"4198106763647282"},"themes":[],"htmlText":"我认为,木头姐选择加仓阿里和百度,是对其未来科技向、AI 向转型路径的布局。但即便她做出这样的押注,也不意味着风险不存在。 我对阿里/百度“可作为中期到长期配置标的”持较为谨慎偏乐观的态度。理由包括它们已有坚实的基础、政策环境可能给予支持、且 AI 浪潮有较大的上行空间。但同时要做好波动、政策、国际环境等不确定性的管理。","listText":"我认为,木头姐选择加仓阿里和百度,是对其未来科技向、AI 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