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- 北洛祖师北洛祖师
  ·08-04
  一、Mag7（Magnificent 7）科技巨头：估值回落创造黄金买点随着市场对科技股的“杀估值”调整，以苹果、谷歌、英伟达为代表的Mag7成员已处于近十年估值低位。截至2025年5月，Mag7远期市盈率较标普500其他成分股的溢价收窄至43%，处于历史估值区间的第30百分位5。尽管盈利增速分化（一季度整体盈利同比大增28%），但谷歌和苹果被高盛列为“最具上涨潜力标的”，目标涨幅分别达31%和30%5。布局逻辑：业务韧性凸显：谷歌在广告与云业务上展现防御性，苹果发力生物识别技术构建新增长点；流动性修复预期：美联储降息周期开启将改善科技股估值，Mag7的高自由现金流属性更具吸引力；技术壁垒保障：英伟达在AI芯片、微软在AI办公领域的垄断地位难以短期撼动。风险提示：宏观经济放缓或政策监管可能抑制盈利增速，需重点关注二季度财报指引。
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- 北洛祖师北洛祖师
  ·08-04
  总体而言，蔚来乐道L90凭借高性价比和精准的市场定位，有较大机会在家庭用户市场取得不错成绩；而小鹏G9依靠其在智能科技方面的优势，会受到追求科技体验消费者的青睐。最终谁能在市场竞争中占据上风，还需看后续的市场反馈、产品迭代、营销策略和服务质量等多方面因素。
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- 北洛祖师北洛祖师
  ·08-04
  $XBC.HK 20250929 4.50 CALL$ 不知道会不会去赚钱啊，好难
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7）科技巨头：估值回落创造黄金买点 随着市场对科技股的“杀估值”调整，以苹果、谷歌、英伟达为代表的Mag7成员已处于近十年估值低位。截至2025年5月，Mag7远期市盈率较标普500其他成分股的溢价收窄至43%，处于历史估值区间的第30百分位5。尽管盈利增速分化（一季度整体盈利同比大增28%），但谷歌和苹果被高盛列为“最具上涨潜力标的”，目标涨幅分别达31%和30%5。 布局逻辑： 业务韧性凸显：谷歌在广告与云业务上展现防御性，苹果发力生物识别技术构建新增长点； 流动性修复预期：美联储降息周期开启将改善科技股估值，Mag7的高自由现金流属性更具吸引力； 技术壁垒保障：英伟达在AI芯片、微软在AI办公领域的垄断地位难以短期撼动。 风险提示：宏观经济放缓或政策监管可能抑制盈利增速，需重点关注二季度财报指引。","listText":"一、Mag7（Magnificent 7）科技巨头：估值回落创造黄金买点 随着市场对科技股的“杀估值”调整，以苹果、谷歌、英伟达为代表的Mag7成员已处于近十年估值低位。截至2025年5月，Mag7远期市盈率较标普500其他成分股的溢价收窄至43%，处于历史估值区间的第30百分位5。尽管盈利增速分化（一季度整体盈利同比大增28%），但谷歌和苹果被高盛列为“最具上涨潜力标的”，目标涨幅分别达31%和30%5。 布局逻辑： 业务韧性凸显：谷歌在广告与云业务上展现防御性，苹果发力生物识别技术构建新增长点； 流动性修复预期：美联储降息周期开启将改善科技股估值，Mag7的高自由现金流属性更具吸引力； 技术壁垒保障：英伟达在AI芯片、微软在AI办公领域的垄断地位难以短期撼动。 风险提示：宏观经济放缓或政策监管可能抑制盈利增速，需重点关注二季度财报指引。","text":"一、Mag7（Magnificent 7）科技巨头：估值回落创造黄金买点 随着市场对科技股的“杀估值”调整，以苹果、谷歌、英伟达为代表的Mag7成员已处于近十年估值低位。截至2025年5月，Mag7远期市盈率较标普500其他成分股的溢价收窄至43%，处于历史估值区间的第30百分位5。尽管盈利增速分化（一季度整体盈利同比大增28%），但谷歌和苹果被高盛列为“最具上涨潜力标的”，目标涨幅分别达31%和30%5。 布局逻辑： 业务韧性凸显：谷歌在广告与云业务上展现防御性，苹果发力生物识别技术构建新增长点； 流动性修复预期：美联储降息周期开启将改善科技股估值，Mag7的高自由现金流属性更具吸引力； 技术壁垒保障：英伟达在AI芯片、微软在AI办公领域的垄断地位难以短期撼动。 风险提示：宏观经济放缓或政策监管可能抑制盈利增速，需重点关注二季度财报指引。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463957509443920","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463955214024920,"gmtCreate":1754276295541,"gmtModify":1754276462490,"author":{"id":"4204169960557602","authorId":"4204169960557602","name":"北洛祖师","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204169960557602","authorIdStr":"4204169960557602"},"themes":[],"htmlText":"总体而言，蔚来乐道L90凭借高性价比和精准的市场定位，有较大机会在家庭用户市场取得不错成绩；而小鹏G9依靠其在智能科技方面的优势，会受到追求科技体验消费者的青睐。最终谁能在市场竞争中占据上风，还需看后续的市场反馈、产品迭代、营销策略和服务质量等多方面因素。","listText":"总体而言，蔚来乐道L90凭借高性价比和精准的市场定位，有较大机会在家庭用户市场取得不错成绩；而小鹏G9依靠其在智能科技方面的优势，会受到追求科技体验消费者的青睐。最终谁能在市场竞争中占据上风，还需看后续的市场反馈、产品迭代、营销策略和服务质量等多方面因素。","text":"总体而言，蔚来乐道L90凭借高性价比和精准的市场定位，有较大机会在家庭用户市场取得不错成绩；而小鹏G9依靠其在智能科技方面的优势，会受到追求科技体验消费者的青睐。最终谁能在市场竞争中占据上风，还需看后续的市场反馈、产品迭代、营销策略和服务质量等多方面因素。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463955214024920","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463953928610176,"gmtCreate":1754275539978,"gmtModify":1754276085292,"author":{"id":"4204169960557602","authorId":"4204169960557602","name":"北洛祖师","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204169960557602","authorIdStr":"4204169960557602"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/XBC.HK 20250929 4.50 CALL\">$XBC.HK 20250929 4.50 CALL$</a> 不知道会不会去赚钱啊，好难","listText":"<a href=\"https://laohu8.com/OPT/XBC.HK 20250929 4.50 CALL\">$XBC.HK 20250929 4.50 CALL$</a> 不知道会不会去赚钱啊，好难","text":"$XBC.HK 20250929 4.50 CALL$ 不知道会不会去赚钱啊，好难","images":[{"img":"https://static.tigerbbs.com/a7a5b5896f3e7a40338e1663691cc603","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463953928610176","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}