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王子异人
IP属地：江西
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王子异人
王子异人
·
02-16
$日日煮(DDC)$
从2026年起，大饼不会再有四年周期，同一个赚钱逻辑不会再行得通，那些靠周期赚了大钱的人极有可能因为用同样的路径将以往十年的钱亏光，如果仍坚信周期论all in的话。四年减半是因为往前十年比特币开发占比还很少，现在已经开发2000万了，未开发的量占总量的5%不到，且这5%还要分布在往后几十上百年，那点量不值得相信能影响价格，后续真正对比特币价格有大影响的主要会是通胀，其次是美元潮汐、各国货币、供需关系、项目创新、政治、监管、政策等等
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王子异人
王子异人
·
02-11
$2倍做多白银ETF-ProShares(AGQ)$
白银好像又要重回100了
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535
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1
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1
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王子异人
王子异人
·
02-11
$Strategy(MSTR)$
微策略的老板说不会因为价格问题被迫抛售比特币，这也算是给市场喂下一颗定心丸了，毕竟现在市场明面上最大的多头就是微策略，只要他锁仓不卖，市场就会相对稳定很多。
$日日煮(DDC)$
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王子异人
王子异人
·
01-17
$腾讯控股(00700)$
腾讯700，牛市顶峰
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661
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1
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王子异人
王子异人
·
01-17
$日日煮(DDC)$
1 月 16 日，美股上市公司 DDC Enterprise Limited（NYSEAMERICAN: DDC）宣布完成 200 枚 BTC 收购，为 2026 年首次比特币购买，总持有量增至 1383 枚 BTC；每枚 BTC 平均持有成本 88,998 美元。 看了下现在的BTC价格，差不多稳在了95000美元，相当于日日煮每枚盈利6000美元左右，1383*6000=8298000
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908
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2
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2
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王子异人
王子异人
·
01-04
$百度(BIDU)$
昆仑芯在全行业开花。你看Vivo手机用、吉利汽车也用，连银行、电网都上了昆仑芯。这说明昆仑芯兼容性、通用性很强，生态更开放。 而且百度芯片+飞桨+大模型一条龙，路径很清晰。不夸张地说，百度在国内第一个打通了AI软硬件全链条。自己有深度学习框架（飞桨）、有大模型（文心），现在芯片（昆仑芯）也有了。飞桨把硬件性能榨干，比如据说万卡集群利用率98%，“软硬协同”效果杠杠的。 试问国内还有哪家AI公司能同时搞定算法和芯片两端？这才是百度被低估的原因——之前市场没给昆仑芯估值。等昆仑芯上市，大家会发现百度早就暗藏一张王牌。
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王子异人
王子异人
·
2025-12-31
$雍禾医疗(02279)$
这个位置了，不管是涨是跌，公司出现了利好或者利空消息，我们都要从两面去看待，遵循第一性原理，雍禾这个股票最好做长线，一买就得拿它个两三年
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王子异人
王子异人
·
2025-12-03
大饼跌了百分之二十多，很多影子股都跌了百分六七十，现在很多影子股的溢价小于1了，买影子股比买大饼或者大饼ETF还划算。 这个情况不可能长期持续，后面我肯定主要还是看影子股修复。
$日日煮(DDC)$
@和着泪关灯吃面：
$Strategy(MSTR)$ 继续做T的买单，看看今天可不可以顺利再卖出。比特币都转涨了，影子股跌的有点多。
$Strategy(MSTR)$ 继续做T的买单，看看今天可不可以顺利再卖出。比特币都转涨了，影子股跌的有点多。
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王子异人
王子异人
·
2025-11-27
$涂鸦智能(TUYA)$
拉长时间周期来看，我觉得现在属于相对低位，不担心回不去，所以被套的如果没有更好的选择，我觉得也未必需要止损。 能翻多少倍，不好说，要实现大幅翻倍，是需要高毛利，高复制性，边际成本不断降低的，现在看起来涂鸦在往这个方向走，在做难而正确的事，能否做成，我觉得是个值得期待的事情 不管怎么说，现在的涂鸦能增长，能盈利，目前估值也不高，这种AI应用也少，遇上风口也可能有些弹性。
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王子异人
王子异人
·
2025-11-25
$柯尔百货(KSS)$
这票一般人把握不住
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白银好像又要重回100了","text":"$2倍做多白银ETF-ProShares(AGQ)$ 白银好像又要重回100了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/531616354522680","isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531616590980432,"gmtCreate":1770810095641,"gmtModify":1770815552834,"author":{"id":"4226451475136870","authorId":"4226451475136870","name":"王子异人","avatar":"https://static.tigerbbs.com/d282b8cc40464e7b60447cc41ffd3162","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4226451475136870","idStr":"4226451475136870"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$ </a> 微策略的老板说不会因为价格问题被迫抛售比特币，这也算是给市场喂下一颗定心丸了，毕竟现在市场明面上最大的多头就是微策略，只要他锁仓不卖，市场就会相对稳定很多。<a href=\"https://laohu8.com/S/DDC\">$日日煮(DDC)$ </a> ","listText":"<a href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$ </a> 微策略的老板说不会因为价格问题被迫抛售比特币，这也算是给市场喂下一颗定心丸了，毕竟现在市场明面上最大的多头就是微策略，只要他锁仓不卖，市场就会相对稳定很多。<a href=\"https://laohu8.com/S/DDC\">$日日煮(DDC)$ </a> ","text":"$Strategy(MSTR)$ 微策略的老板说不会因为价格问题被迫抛售比特币，这也算是给市场喂下一颗定心丸了，毕竟现在市场明面上最大的多头就是微策略，只要他锁仓不卖，市场就会相对稳定很多。$日日煮(DDC)$","images":[{"img":"https://static.tigerbbs.com/6f3b451f47f0bc460271e5ffa8fb1420","width":"1240","height":"1474"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/531616590980432","isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4226294760128610","authorId":"4226294760128610","name":"相见时难别亦难","avatar":"https://static.tigerbbs.com/725b6e6f79633950b8e50e38f415fbce","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4226294760128610","idStr":"4226294760128610"},"content":"Saylor在2月9号买了九千万刀的大饼","text":"Saylor在2月9号买了九千万刀的大饼","html":"Saylor在2月9号买了九千万刀的大饼"},{"author":{"id":"4190690440191420","authorId":"4190690440191420","name":"肆毛1140","avatar":"https://static.tigerbbs.com/4995d14f9b02365bfcdc2a40c8c48842","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4190690440191420","idStr":"4190690440191420"},"content":"武功秘籍：左脚踩右脚升天","text":"武功秘籍：左脚踩右脚升天","html":"武功秘籍：左脚踩右脚升天"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":522632337187144,"gmtCreate":1768619267948,"gmtModify":1768619270934,"author":{"id":"4226451475136870","authorId":"4226451475136870","name":"王子异人","avatar":"https://static.tigerbbs.com/d282b8cc40464e7b60447cc41ffd3162","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4226451475136870","idStr":"4226451475136870"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 腾讯700，牛市顶峰","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 腾讯700，牛市顶峰","text":"$腾讯控股(00700)$ 腾讯700，牛市顶峰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522632337187144","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522841157361928,"gmtCreate":1768619248086,"gmtModify":1768621700962,"author":{"id":"4226451475136870","authorId":"4226451475136870","name":"王子异人","avatar":"https://static.tigerbbs.com/d282b8cc40464e7b60447cc41ffd3162","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4226451475136870","idStr":"4226451475136870"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DDC\">$日日煮(DDC)$ </a> 1 月 16 日，美股上市公司 DDC Enterprise Limited（NYSEAMERICAN: DDC）宣布完成 200 枚 BTC 收购，为 2026 年首次比特币购买，总持有量增至 1383 枚 BTC；每枚 BTC 平均持有成本 88,998 美元。 看了下现在的BTC价格，差不多稳在了95000美元，相当于日日煮每枚盈利6000美元左右，1383*6000=8298000","listText":"<a href=\"https://laohu8.com/S/DDC\">$日日煮(DDC)$ </a> 1 月 16 日，美股上市公司 DDC Enterprise Limited（NYSEAMERICAN: DDC）宣布完成 200 枚 BTC 收购，为 2026 年首次比特币购买，总持有量增至 1383 枚 BTC；每枚 BTC 平均持有成本 88,998 美元。 看了下现在的BTC价格，差不多稳在了95000美元，相当于日日煮每枚盈利6000美元左右，1383*6000=8298000","text":"$日日煮(DDC)$ 1 月 16 日，美股上市公司 DDC Enterprise Limited（NYSEAMERICAN: DDC）宣布完成 200 枚 BTC 收购，为 2026 年首次比特币购买，总持有量增至 1383 枚 BTC；每枚 BTC 平均持有成本 88,998 美元。 看了下现在的BTC价格，差不多稳在了95000美元，相当于日日煮每枚盈利6000美元左右，1383*6000=8298000","images":[{"img":"https://static.tigerbbs.com/28d3f0d7fa2f89f3b7665a60fa6fc7a4","width":"1240","height":"1738"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/522841157361928","isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4213503070557390","authorId":"4213503070557390","name":"摩行天下","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4213503070557390","idStr":"4213503070557390"},"content":"成本价貌似和mstr差的也不大","text":"成本价貌似和mstr差的也不大","html":"成本价貌似和mstr差的也不大"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":518018222108880,"gmtCreate":1767498584407,"gmtModify":1767498587420,"author":{"id":"4226451475136870","authorId":"4226451475136870","name":"王子异人","avatar":"https://static.tigerbbs.com/d282b8cc40464e7b60447cc41ffd3162","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4226451475136870","idStr":"4226451475136870"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a> 昆仑芯在全行业开花。你看Vivo手机用、吉利汽车也用，连银行、电网都上了昆仑芯。这说明昆仑芯兼容性、通用性很强，生态更开放。 而且百度芯片+飞桨+大模型一条龙，路径很清晰。不夸张地说，百度在国内第一个打通了AI软硬件全链条。自己有深度学习框架（飞桨）、有大模型（文心），现在芯片（昆仑芯）也有了。飞桨把硬件性能榨干，比如据说万卡集群利用率98%，“软硬协同”效果杠杠的。 试问国内还有哪家AI公司能同时搞定算法和芯片两端？这才是百度被低估的原因——之前市场没给昆仑芯估值。等昆仑芯上市，大家会发现百度早就暗藏一张王牌。","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a> 昆仑芯在全行业开花。你看Vivo手机用、吉利汽车也用，连银行、电网都上了昆仑芯。这说明昆仑芯兼容性、通用性很强，生态更开放。 而且百度芯片+飞桨+大模型一条龙，路径很清晰。不夸张地说，百度在国内第一个打通了AI软硬件全链条。自己有深度学习框架（飞桨）、有大模型（文心），现在芯片（昆仑芯）也有了。飞桨把硬件性能榨干，比如据说万卡集群利用率98%，“软硬协同”效果杠杠的。 试问国内还有哪家AI公司能同时搞定算法和芯片两端？这才是百度被低估的原因——之前市场没给昆仑芯估值。等昆仑芯上市，大家会发现百度早就暗藏一张王牌。","text":"$百度(BIDU)$ 昆仑芯在全行业开花。你看Vivo手机用、吉利汽车也用，连银行、电网都上了昆仑芯。这说明昆仑芯兼容性、通用性很强，生态更开放。 而且百度芯片+飞桨+大模型一条龙，路径很清晰。不夸张地说，百度在国内第一个打通了AI软硬件全链条。自己有深度学习框架（飞桨）、有大模型（文心），现在芯片（昆仑芯）也有了。飞桨把硬件性能榨干，比如据说万卡集群利用率98%，“软硬协同”效果杠杠的。 试问国内还有哪家AI公司能同时搞定算法和芯片两端？这才是百度被低估的原因——之前市场没给昆仑芯估值。等昆仑芯上市，大家会发现百度早就暗藏一张王牌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518018222108880","isVote":1,"tweetType":1,"viewCount":7629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516620793897672,"gmtCreate":1767157331471,"gmtModify":1767157333736,"author":{"id":"4226451475136870","authorId":"4226451475136870","name":"王子异人","avatar":"https://static.tigerbbs.com/d282b8cc40464e7b60447cc41ffd3162","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4226451475136870","idStr":"4226451475136870"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02279\">$雍禾医疗(02279)$ </a> 这个位置了，不管是涨是跌，公司出现了利好或者利空消息，我们都要从两面去看待，遵循第一性原理，雍禾这个股票最好做长线，一买就得拿它个两三年","listText":"<a href=\"https://laohu8.com/S/02279\">$雍禾医疗(02279)$ </a> 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</a>继续做T的买单，看看今天可不可以顺利再卖出。比特币都转涨了，影子股跌的有点多。","text":"$Strategy(MSTR)$ 继续做T的买单，看看今天可不可以顺利再卖出。比特币都转涨了，影子股跌的有点多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506178935538304","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504686445846824,"gmtCreate":1764233206730,"gmtModify":1764235722959,"author":{"id":"4226451475136870","authorId":"4226451475136870","name":"王子异人","avatar":"https://static.tigerbbs.com/d282b8cc40464e7b60447cc41ffd3162","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4226451475136870","idStr":"4226451475136870"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$ </a> 拉长时间周期来看，我觉得现在属于相对低位，不担心回不去，所以被套的如果没有更好的选择，我觉得也未必需要止损。 能翻多少倍，不好说，要实现大幅翻倍，是需要高毛利，高复制性，边际成本不断降低的，现在看起来涂鸦在往这个方向走，在做难而正确的事，能否做成，我觉得是个值得期待的事情 不管怎么说，现在的涂鸦能增长，能盈利，目前估值也不高，这种AI应用也少，遇上风口也可能有些弹性。","listText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$ </a> 拉长时间周期来看，我觉得现在属于相对低位，不担心回不去，所以被套的如果没有更好的选择，我觉得也未必需要止损。 能翻多少倍，不好说，要实现大幅翻倍，是需要高毛利，高复制性，边际成本不断降低的，现在看起来涂鸦在往这个方向走，在做难而正确的事，能否做成，我觉得是个值得期待的事情 不管怎么说，现在的涂鸦能增长，能盈利，目前估值也不高，这种AI应用也少，遇上风口也可能有些弹性。","text":"$涂鸦智能(TUYA)$ 拉长时间周期来看，我觉得现在属于相对低位，不担心回不去，所以被套的如果没有更好的选择，我觉得也未必需要止损。 能翻多少倍，不好说，要实现大幅翻倍，是需要高毛利，高复制性，边际成本不断降低的，现在看起来涂鸦在往这个方向走，在做难而正确的事，能否做成，我觉得是个值得期待的事情 不管怎么说，现在的涂鸦能增长，能盈利，目前估值也不高，这种AI应用也少，遇上风口也可能有些弹性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/504686445846824","isVote":1,"tweetType":1,"viewCount":2257,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4212632287391000","authorId":"4212632287391000","name":"趋势交易猿","avatar":"https://static.tigerbbs.com/e1a2cae566145297a42bb1d675759613","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4212632287391000","idStr":"4212632287391000"},"content":"早晚到五块，不用怀疑这个问题","text":"早晚到五块，不用怀疑这个问题","html":"早晚到五块，不用怀疑这个问题"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503973636219040,"gmtCreate":1764074409085,"gmtModify":1764076631694,"author":{"id":"4226451475136870","authorId":"4226451475136870","name":"王子异人","avatar":"https://static.tigerbbs.com/d282b8cc40464e7b60447cc41ffd3162","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4226451475136870","idStr":"4226451475136870"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/KSS\">$柯尔百货(KSS)$ </a> 这票一般人把握不住","listText":"<a href=\"https://laohu8.com/S/KSS\">$柯尔百货(KSS)$ </a> 这票一般人把握不住","text":"$柯尔百货(KSS)$ 这票一般人把握不住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503973636219040","isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}