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杰老师聊市场
LSE金融本，剑桥硕，CFA 特许金融分析师持证人 深耕美股、港股二级市场，聚焦热点事件解读、板块轮动与技术指标实战分析 结合专业理论与盘面信号拆解行情逻辑，分享客观研判思路
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杰老师聊市场
杰老师聊市场
·
10-23
$新吉奥房车(00805)$
今天拉6个点，我就服你
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355
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编组 21备份 2
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杰老师聊市场
杰老师聊市场
·
10-14
$今海医疗科技(02225)$
就4.1-5之间横盘缩量整理，现在也差不多要到我开始买入的价位
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599
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杰老师聊市场
杰老师聊市场
·
10-07
$今海医疗科技(02225)$
这个位置有支撑的，跌不下去
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433
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杰老师聊市场
杰老师聊市场
·
10-06
$今海医疗科技(02225)$
稳住了，这个位置进场很舒服的
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387
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编组 21备份 2
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杰老师聊市场
杰老师聊市场
·
09-24
$乐摩科技(02539)$
这种已经跑通商业模式的消费服务公司，后面主要看运营效率。
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1,169
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杰老师聊市场
杰老师聊市场
·
09-10
$今海医疗科技(02225)$
破7😎
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711
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编组 21备份 2
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杰老师聊市场
杰老师聊市场
·
09-02
$今海医疗科技(02225)$
zc端一直力挺，内镜又是重点领域，行业红利还能持续很久。
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882
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编组 21备份 2
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杰老师聊市场
杰老师聊市场
·
08-28
$今海医疗科技(02225)$
中报明确说要继续扩大国内医疗产品业务，下半年增长有保障，业绩能见度很高。
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750
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杰老师聊市场
杰老师聊市场
·
08-25
$今海医疗科技(02225)$
缩量回调是好事啊，说明说明筹码锁得牢固
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870
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杰老师聊市场
杰老师聊市场
·
08-11
英伟达、SK海力士重金押注算力赛道，半导体资本竞赛白热化
近期两大海外芯片巨头接连落地超大规模投资，AI产业链的军备竞赛再度提速。 英伟达携手六大金融机构，计划撬动超5000亿美元的第三方资本（以债务融资为主）用于AI计算建设，旨在为下游客户扩张算力资源；此外，英伟达宣布向电力基础设施公司Lancium投资最高30亿美元（初始20亿美元，后续视情况追加至多10亿美元），提前布局算力中心必不可少的电力供应环节。 另一边，SK海力士官宣投入384亿美元（约54万亿韩元），于韩国本土新建晶圆工厂，加码存储芯片产能。 如今算力和存储开启大手笔扩资周期，长期利好整条AI上下游。但大批量产能落地之后，需警惕后续存储、算力硬件出现产能过剩。交易美股港股半导体板块时，切忌高位追涨，注意把控好仓位。
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稳住了，这个位置进场很舒服的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615429683491384","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611124484428096,"gmtCreate":1790219479318,"gmtModify":1790219481310,"author":{"id":"4234079728912510","authorId":"4234079728912510","name":"杰老师聊市场","avatar":"https://static.tigerbbs.com/a7c0a17c94df03975c4f72fcc4db085c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4234079728912510","idStr":"4234079728912510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$ </a> 这种已经跑通商业模式的消费服务公司，后面主要看运营效率。","listText":"<a href=\"https://laohu8.com/S/02539\">$乐摩科技(02539)$ </a> 这种已经跑通商业模式的消费服务公司，后面主要看运营效率。","text":"$乐摩科技(02539)$ 这种已经跑通商业模式的消费服务公司，后面主要看运营效率。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611124484428096","isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606086971667808,"gmtCreate":1789007506847,"gmtModify":1789007508934,"author":{"id":"4234079728912510","authorId":"4234079728912510","name":"杰老师聊市场","avatar":"https://static.tigerbbs.com/a7c0a17c94df03975c4f72fcc4db085c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4234079728912510","idStr":"4234079728912510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> 破7😎","listText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> 破7😎","text":"$今海医疗科技(02225)$ 破7😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606086971667808","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603334493008816,"gmtCreate":1788335452790,"gmtModify":1788335454857,"author":{"id":"4234079728912510","authorId":"4234079728912510","name":"杰老师聊市场","avatar":"https://static.tigerbbs.com/a7c0a17c94df03975c4f72fcc4db085c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4234079728912510","idStr":"4234079728912510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> zc端一直力挺，内镜又是重点领域，行业红利还能持续很久。","listText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> zc端一直力挺，内镜又是重点领域，行业红利还能持续很久。","text":"$今海医疗科技(02225)$ zc端一直力挺，内镜又是重点领域，行业红利还能持续很久。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603334493008816","isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601536750130088,"gmtCreate":1787896546272,"gmtModify":1787896548296,"author":{"id":"4234079728912510","authorId":"4234079728912510","name":"杰老师聊市场","avatar":"https://static.tigerbbs.com/a7c0a17c94df03975c4f72fcc4db085c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4234079728912510","idStr":"4234079728912510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> 中报明确说要继续扩大国内医疗产品业务，下半年增长有保障，业绩能见度很高。","listText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> 中报明确说要继续扩大国内医疗产品业务，下半年增长有保障，业绩能见度很高。","text":"$今海医疗科技(02225)$ 中报明确说要继续扩大国内医疗产品业务，下半年增长有保障，业绩能见度很高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601536750130088","isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600526240580472,"gmtCreate":1787638676428,"gmtModify":1787638678289,"author":{"id":"4234079728912510","authorId":"4234079728912510","name":"杰老师聊市场","avatar":"https://static.tigerbbs.com/a7c0a17c94df03975c4f72fcc4db085c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4234079728912510","idStr":"4234079728912510"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> 缩量回调是好事啊，说明说明筹码锁得牢固","listText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a> 缩量回调是好事啊，说明说明筹码锁得牢固","text":"$今海医疗科技(02225)$ 缩量回调是好事啊，说明说明筹码锁得牢固","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600526240580472","isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595659675173360,"gmtCreate":1786442847467,"gmtModify":1786442852695,"author":{"id":"4234079728912510","authorId":"4234079728912510","name":"杰老师聊市场","avatar":"https://static.tigerbbs.com/a7c0a17c94df03975c4f72fcc4db085c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4234079728912510","idStr":"4234079728912510"},"themes":[],"title":"英伟达、SK海力士重金押注算力赛道，半导体资本竞赛白热化","htmlText":"近期两大海外芯片巨头接连落地超大规模投资，AI产业链的军备竞赛再度提速。 英伟达携手六大金融机构，计划撬动超5000亿美元的第三方资本（以债务融资为主）用于AI计算建设，旨在为下游客户扩张算力资源；此外，英伟达宣布向电力基础设施公司Lancium投资最高30亿美元（初始20亿美元，后续视情况追加至多10亿美元），提前布局算力中心必不可少的电力供应环节。 另一边，SK海力士官宣投入384亿美元（约54万亿韩元），于韩国本土新建晶圆工厂，加码存储芯片产能。 如今算力和存储开启大手笔扩资周期，长期利好整条AI上下游。但大批量产能落地之后，需警惕后续存储、算力硬件出现产能过剩。交易美股港股半导体板块时，切忌高位追涨，注意把控好仓位。","listText":"近期两大海外芯片巨头接连落地超大规模投资，AI产业链的军备竞赛再度提速。 英伟达携手六大金融机构，计划撬动超5000亿美元的第三方资本（以债务融资为主）用于AI计算建设，旨在为下游客户扩张算力资源；此外，英伟达宣布向电力基础设施公司Lancium投资最高30亿美元（初始20亿美元，后续视情况追加至多10亿美元），提前布局算力中心必不可少的电力供应环节。 另一边，SK海力士官宣投入384亿美元（约54万亿韩元），于韩国本土新建晶圆工厂，加码存储芯片产能。 如今算力和存储开启大手笔扩资周期，长期利好整条AI上下游。但大批量产能落地之后，需警惕后续存储、算力硬件出现产能过剩。交易美股港股半导体板块时，切忌高位追涨，注意把控好仓位。","text":"近期两大海外芯片巨头接连落地超大规模投资，AI产业链的军备竞赛再度提速。 英伟达携手六大金融机构，计划撬动超5000亿美元的第三方资本（以债务融资为主）用于AI计算建设，旨在为下游客户扩张算力资源；此外，英伟达宣布向电力基础设施公司Lancium投资最高30亿美元（初始20亿美元，后续视情况追加至多10亿美元），提前布局算力中心必不可少的电力供应环节。 另一边，SK海力士官宣投入384亿美元（约54万亿韩元），于韩国本土新建晶圆工厂，加码存储芯片产能。 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