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牛牛牛豆腐干豆腐
牛牛牛豆腐干豆腐
·
01-07 14:06
看好壁仞科技 看好看好 看好看好
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牛牛牛豆腐干豆腐
牛牛牛豆腐干豆腐
·
01-07 14:06
买商业航天 买商业航天 马斯克太牛了
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牛牛牛豆腐干豆腐
牛牛牛豆腐干豆腐
·
01-05 11:23
看多 看好小鹏 蔚来换点技术感觉不靠谱
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牛牛牛豆腐干豆腐
牛牛牛豆腐干豆腐
·
01-05 11:22
年末的必须持有，这IPO应该会上涨
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牛牛牛豆腐干豆腐
牛牛牛豆腐干豆腐
·
01-05 11:21
还好，盈利45.7 感谢老虎APP
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牛牛牛豆腐干豆腐
牛牛牛豆腐干豆腐
·
01-05 11:21
看多 期权 看多 必须看多呀 看多多
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牛牛牛豆腐干豆腐
牛牛牛豆腐干豆腐
·
01-02
胜率高，回撤大，风控管理水平太差了，明年加油！
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牛牛牛豆腐干豆腐
牛牛牛豆腐干豆腐
·
01-02
$壁仞科技(06082)$
看多看多
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牛牛牛豆腐干豆腐
牛牛牛豆腐干豆腐
·
2025-12-31
非常看好，且这次收购标志着Meta从“AI技术展示”转向了“AI商业变现”。 这次收购确实是一步妙棋，甚至可以说是教科书级别的“闪电战”： ● 补齐短板： 之前Meta虽然有强大的Llama模型，但缺乏直接的ToB和ToC的付费产品。这直接给了Meta一个现成的、能赚钱的AI业务线。 ● 战略升维： 扎克伯格这次没搞“大而全”的自研，而是直接买来了目前市场上最强的Agent产品。这意味着Meta在2026年将拥有从底层模型（Llama）到顶层应用（Manus）的完整闭环。 ● 估值修复： 之前因为巨额的AI资本支出（Capex）却没有直接收入，Meta股价承受了压力。有了Manus的现金流和增长故事，2026年Meta的估值有望迎来大幅修复。
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牛牛牛豆腐干豆腐
牛牛牛豆腐干豆腐
·
2025-12-31
#我的2025收益曲线#今年可以用一句歌来形容：本来应该从从容容游刃有余，现在是匆匆忙忙、连滚带爬。你在哭什么哭，没出息！今年明白了及时止损，做好仓位管理的重要性！今年把握住了四月份的大跌，买到了80的英伟达和160的特斯拉。但是因为没看好circle的盈利方式，错过了circle翻3倍的机会。等到bullish IPO参与了炒新，90入场，高点没有及时离场，以及止损。（因为看好天才法案以及btc、代币化还有和coin类比等等）大仓位进场，目前亏损一半。现在是真的懂得纪律管理的重要性，不过收益与亏损都是财富，认知与终身学习很重要，保持本性也很重要。不贪不惧，仍旧送给我自己！加油，明年继续努力，做好纪律才能像芒格一样投资一辈子。
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蔚来换点技术感觉不靠谱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518588248961504","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518365776065096,"gmtCreate":1767583349801,"gmtModify":1767583352408,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"title":"","htmlText":"年末的必须持有，这IPO应该会上涨","listText":"年末的必须持有，这IPO应该会上涨","text":"年末的必须持有，这IPO应该会上涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518365776065096","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518365276000784,"gmtCreate":1767583316780,"gmtModify":1767583319067,"author":{"id":"4222262104714070","authorId":"4222262104714070","name":"牛牛牛豆腐干豆腐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222262104714070","idStr":"4222262104714070"},"themes":[],"title":"","htmlText":"还好，盈利45.7 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