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蓝色韭菜
IP属地：江西
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蓝色韭菜
蓝色韭菜
·
09-30
$涂鸦智能(TUYA)$
AI股的炒作路径都是先炒概念，再炒逻辑，最后炒业绩，然后就一地鸡毛。一旦资金开始抱团，在任何一个阶段都能直接炒到糊了再说，至于要说现在涂鸦糊不糊，看这半点不动的股价你就懂了
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蓝色韭菜
蓝色韭菜
·
09-29
$雍禾医疗(02279)$
低位、低价、龙头，天下散户的最爱，本轮牛市所有怕高的踏空科技的老股民都会涌入这种类型的票，加上部分选择高低切的资金，因此断定接下去雍禾会有弱势反弹。中期看盘整时间未知也许会超出预期，预计植发茅在经济基本面明显改善消费全面复苏后会有优异的表现。
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蓝色韭菜
蓝色韭菜
·
09-29
$日日煮(DDC)$
其实网上也有观点说的也挺对的，老美想要用屯大饼化债目标太大太明显，反而不利于囤积，倒不如让私有企业先去试试水，能成的话到时候直接入股币股就行了，特别是日日煮这类负溢价的币股
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蓝色韭菜
蓝色韭菜
·
09-15
$日日煮(DDC)$
日日煮以现在的价格计算计算，mNAV已经低至0.83，换句话说，如果大饼子的价格稳定在当前价位，DDC其实已经可以开始考虑回购了（此时回购比买币划算）。 当然也不必太过于沮丧，囤币股的溢价率就跟散户的情绪一样，起起伏伏。离噪音远一点，除非出现重大的基本面变化（比如BTC价格大幅回调），否则的话就该吃吃，该喝喝。 炒股，比拼的永远是30%的勇气+70%的耐心。
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383
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蓝色韭菜
蓝色韭菜
·
09-07
$涂鸦智能(TUYA)$
低估的股票会涨回来，虽然高估的股票不一定马上跌下去。 我没有做短线的能力，老老实实选好的股票，拿着。选到一个好股票不容易，涂鸦，希望我能在你身上发财
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644
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1
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蓝色韭菜
蓝色韭菜
·
09-07
$雍禾医疗(02279)$
这么好的行情，看着真是眼红呀，雍禾不给力，错失这么好的行情。
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502
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蓝色韭菜
蓝色韭菜
·
09-05
$日日煮(DDC)$
放眼未来，大饼现在还处于一个不算贵的位置，我还是非常看好的，个人看大饼2025年底上15万，离现在还有50%涨幅。目前大饼囤币股的溢价也都很低，日日煮，Mara都在1左右，我认为币股在现在这个时间点是比大饼etf更好的选择。 币股飞轮现在正处于一个波段性偃旗息鼓的时间段，在可预见的未来囤币将股会迎来一轮币价和估值的戴维斯双击。韭菜们的一大问题就是老是做简单的线性外推，但这种资金强博弈类型的股票，在大饼牛市结束之前，永远是反者道之动，一切皆周期。
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蓝色韭菜
蓝色韭菜
·
08-31
$雍禾医疗(02279)$
植发行业经过这么多年的淘沙，能剩下的也就雍禾，大麦那几个，业态已经趋于稳定了，除非哪家机构搞了个很牛逼的新技术出来，把行业玩垄断了
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蓝色韭菜
蓝色韭菜
·
08-30
$涂鸦智能(TUYA)$
整个物联网上半场的走势，很明显搞端侧ai的公司占据了优势，但很遗憾的是涂鸦搞得是端云融合，所以没跟上
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676
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蓝色韭菜
蓝色韭菜
·
08-21
$百度(BIDU)$
百度萝卜的海外业务还真可能是个新的增长点，毕竟国内打车太卷了，公里数都卷到了一公里一块钱，海外就不一样了，单价比国内高多了
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href=\"https://laohu8.com/S/DDC\">$日日煮(DDC)$ </a> 日日煮以现在的价格计算计算，mNAV已经低至0.83，换句话说，如果大饼子的价格稳定在当前价位，DDC其实已经可以开始考虑回购了（此时回购比买币划算）。 当然也不必太过于沮丧，囤币股的溢价率就跟散户的情绪一样，起起伏伏。离噪音远一点，除非出现重大的基本面变化（比如BTC价格大幅回调），否则的话就该吃吃，该喝喝。 炒股，比拼的永远是30%的勇气+70%的耐心。","text":"$日日煮(DDC)$ 日日煮以现在的价格计算计算，mNAV已经低至0.83，换句话说，如果大饼子的价格稳定在当前价位，DDC其实已经可以开始考虑回购了（此时回购比买币划算）。 当然也不必太过于沮丧，囤币股的溢价率就跟散户的情绪一样，起起伏伏。离噪音远一点，除非出现重大的基本面变化（比如BTC价格大幅回调），否则的话就该吃吃，该喝喝。 炒股，比拼的永远是30%的勇气+70%的耐心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478702397989576","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476087521051408,"gmtCreate":1757236321030,"gmtModify":1757236322562,"author":{"id":"4212568789378120","authorId":"4212568789378120","name":"蓝色韭菜","avatar":"https://static.tigerbbs.com/93a23c1aeb8d7ed825aed996de82ba20","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4212568789378120","authorIdStr":"4212568789378120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$ </a> 低估的股票会涨回来，虽然高估的股票不一定马上跌下去。 我没有做短线的能力，老老实实选好的股票，拿着。选到一个好股票不容易，涂鸦，希望我能在你身上发财","listText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$ </a> 低估的股票会涨回来，虽然高估的股票不一定马上跌下去。 我没有做短线的能力，老老实实选好的股票，拿着。选到一个好股票不容易，涂鸦，希望我能在你身上发财","text":"$涂鸦智能(TUYA)$ 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