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不焦虑的小亨
不焦虑的小亨
·
11-04 03:20
看来有人忘了这茬,
$联合健康(UNH)$
之前可是明牌过,预计2026年将有约78%的联邦医保优先计划会员能享受四星级及以上医疗方案,这可是能靠着报销政策把利润空间越撑越大的金饭碗啊。
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1
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不焦虑的小亨
不焦虑的小亨
·
11-04 02:10
看来
$甲骨文(ORCL)$
又要搞事情了!这价位跟上次发财报前一模一样,要是能多盖几个数据中心给AI当粮仓就好咯,毕竟现在AI这吃货可是个吞数据的大胃王。
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645
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不焦虑的小亨
不焦虑的小亨
·
11-03 12:04
美日韩三国协议达成,近万亿美元砸向人工智能基建。
$甲骨文(ORCL)$
豪掷重金建设数据中心,配合
$英伟达(NVDA)$
的硬件实力,这波美利坚的AI霸权算是稳了。数据中心的建设永远赶不上需求,2026年剑指350刀,2027年突破400刀,2028年直捣450刀不是梦——到时候星门计划收官,三大巨头强强联手,大势所趋啊。
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1,014
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1
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不焦虑的小亨
不焦虑的小亨
·
11-03 09:27
$联合健康(UNH)$
我把止盈点设在383美刀,然后每个月往上调3刀,直到摸到410或者提前成交。要是明年八月前还没在410出手,那就把目标调到424,之后两年内每个月再追加4刀,直到达成目标。不管咋说,接下来这阵子应该能见到点阳光。胆大心细的人才能吃到肉嘛。
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5,949
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5
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不焦虑的小亨
不焦虑的小亨
·
10-31
科技巨头的云业务真是风生水起,
$微软(MSFT)$
、
$谷歌(GOOG)$
、
$亚马逊(AMZN)$
都赚得盆满钵满。猜猜
$甲骨文(ORCL)$
下次财报会放什么大招?
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374
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不焦虑的小亨
不焦虑的小亨
·
10-31
$甲骨文(ORCL)$
科技巨头开足马力,
$苹果(AAPL)$
和
$亚马逊(AMZN)$
你追我赶,这场人工智能竞赛打得真是如火如荼。
看
162
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不焦虑的小亨
不焦虑的小亨
·
10-30
$甲骨文(ORCL)$
甲骨文这老牌巨头依然是我的心头好,基础设施稳如泰山,现在AI业务又开辟新财路。要是真能跟抖音签下合作协议,股价飙升绝对值得期待。趁回调果断加仓,长线持有没毛病。
看
1,403
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不焦虑的小亨
不焦虑的小亨
·
10-29
看看这些夸张的市盈率:
$Palantir Technologies Inc.(PLTR)$
650倍、
$博通(AVGO)$
200倍、
$特斯拉(TSLA)$
400倍、
$美国超微公司(AMD)$
150倍、
$CrowdStrike Holdings, Inc.(CRWD)$
150倍。相比之下
$甲骨文(ORCL)$
的估值简直鹤立鸡群,2030年营收剑指2000亿刀,更牛的是2026年营收预期已经比2025年原计划还要高。按这个节奏,2029年股价破千还不是探囊取物?
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1
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不焦虑的小亨
不焦虑的小亨
·
10-29
听说
$英伟达(NVDA)$
和
$甲骨文(ORCL)$
要联手给美国能源部搞个AI超算,这波操作真是科技圈的双剑合璧啊!
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525
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2
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不焦虑的小亨
不焦虑的小亨
·
10-29
$SoFi Technologies Inc.(SOFI)$
那些拿不住筹码的已经离场,现在正是水到渠成重拾涨势的时候
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又要搞事情了!这价位跟上次发财报前一模一样,要是能多盖几个数据中心给AI当粮仓就好咯,毕竟现在AI这吃货可是个吞数据的大胃王。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496483830239496","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496173918368136,"gmtCreate":1762142680000,"gmtModify":1762154175916,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000145","authorIdStr":"9000000000000145"},"themes":[],"htmlText":"美日韩三国协议达成,近万亿美元砸向人工智能基建。<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>豪掷重金建设数据中心,配合<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的硬件实力,这波美利坚的AI霸权算是稳了。数据中心的建设永远赶不上需求,2026年剑指350刀,2027年突破400刀,2028年直捣450刀不是梦——到时候星门计划收官,三大巨头强强联手,大势所趋啊。","listText":"美日韩三国协议达成,近万亿美元砸向人工智能基建。<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>豪掷重金建设数据中心,配合<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的硬件实力,这波美利坚的AI霸权算是稳了。数据中心的建设永远赶不上需求,2026年剑指350刀,2027年突破400刀,2028年直捣450刀不是梦——到时候星门计划收官,三大巨头强强联手,大势所趋啊。","text":"美日韩三国协议达成,近万亿美元砸向人工智能基建。$甲骨文(ORCL)$ 豪掷重金建设数据中心,配合$英伟达(NVDA)$ 的硬件实力,这波美利坚的AI霸权算是稳了。数据中心的建设永远赶不上需求,2026年剑指350刀,2027年突破400刀,2028年直捣450刀不是梦——到时候星门计划收官,三大巨头强强联手,大势所趋啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496173918368136","isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496129689673992,"gmtCreate":1762133231000,"gmtModify":1762155123749,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000145","authorIdStr":"9000000000000145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a><v-v data-views=\"1\"></v-v> 我把止盈点设在383美刀,然后每个月往上调3刀,直到摸到410或者提前成交。要是明年八月前还没在410出手,那就把目标调到424,之后两年内每个月再追加4刀,直到达成目标。不管咋说,接下来这阵子应该能见到点阳光。胆大心细的人才能吃到肉嘛。","listText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a><v-v data-views=\"1\"></v-v> 我把止盈点设在383美刀,然后每个月往上调3刀,直到摸到410或者提前成交。要是明年八月前还没在410出手,那就把目标调到424,之后两年内每个月再追加4刀,直到达成目标。不管咋说,接下来这阵子应该能见到点阳光。胆大心细的人才能吃到肉嘛。","text":"$联合健康(UNH)$ 我把止盈点设在383美刀,然后每个月往上调3刀,直到摸到410或者提前成交。要是明年八月前还没在410出手,那就把目标调到424,之后两年内每个月再追加4刀,直到达成目标。不管咋说,接下来这阵子应该能见到点阳光。胆大心细的人才能吃到肉嘛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/496129689673992","isVote":1,"tweetType":1,"viewCount":5949,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4106371827704990","authorId":"4106371827704990","name":"天上冲蜗牛","avatar":"https://static.tigerbbs.com/a79e1b5e3ff9e7fde1e71e851c611977","crmLevel":6,"crmLevelSwitch":1,"idStr":"4106371827704990","authorIdStr":"4106371827704990"},"content":"有点东西,sell 下个月383 call 先","text":"有点东西,sell 下个月383 call 先","html":"有点东西,sell 下个月383 call 先"},{"author":{"id":"3498271850826951","authorId":"3498271850826951","name":"沈学争","avatar":"https://static.tigerbbs.com/b823e795eef05af5dd5f5d6c6cf64070","crmLevel":5,"crmLevelSwitch":0,"idStr":"3498271850826951","authorIdStr":"3498271850826951"},"content":"为何不备兑卖 call?","text":"为何不备兑卖 call?","html":"为何不备兑卖 call?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495141120737544,"gmtCreate":1761864612000,"gmtModify":1761929882265,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000145","authorIdStr":"9000000000000145"},"themes":[],"htmlText":"科技巨头的云业务真是风生水起,<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>、<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>、<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a>都赚得盆满钵满。猜猜<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>下次财报会放什么大招?","listText":"科技巨头的云业务真是风生水起,<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>、<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>、<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a>都赚得盆满钵满。猜猜<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>下次财报会放什么大招?","text":"科技巨头的云业务真是风生水起,$微软(MSFT)$ 、$谷歌(GOOG)$ 、$亚马逊(AMZN)$ 都赚得盆满钵满。猜猜$甲骨文(ORCL)$ 下次财报会放什么大招?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495141120737544","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495126727537032,"gmtCreate":1761857804000,"gmtModify":1761929799749,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000145","authorIdStr":"9000000000000145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>科技巨头开足马力,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>和<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a>你追我赶,这场人工智能竞赛打得真是如火如荼。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>科技巨头开足马力,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>和<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a>你追我赶,这场人工智能竞赛打得真是如火如荼。","text":"$甲骨文(ORCL)$ 科技巨头开足马力,$苹果(AAPL)$ 和$亚马逊(AMZN)$ 你追我赶,这场人工智能竞赛打得真是如火如荼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495126727537032","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494831430054152,"gmtCreate":1761777163000,"gmtModify":1761837066669,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000145","authorIdStr":"9000000000000145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>甲骨文这老牌巨头依然是我的心头好,基础设施稳如泰山,现在AI业务又开辟新财路。要是真能跟抖音签下合作协议,股价飙升绝对值得期待。趁回调果断加仓,长线持有没毛病。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>甲骨文这老牌巨头依然是我的心头好,基础设施稳如泰山,现在AI业务又开辟新财路。要是真能跟抖音签下合作协议,股价飙升绝对值得期待。趁回调果断加仓,长线持有没毛病。","text":"$甲骨文(ORCL)$ 甲骨文这老牌巨头依然是我的心头好,基础设施稳如泰山,现在AI业务又开辟新财路。要是真能跟抖音签下合作协议,股价飙升绝对值得期待。趁回调果断加仓,长线持有没毛病。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494831430054152","isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494447999975688,"gmtCreate":1761691993000,"gmtModify":1761728769711,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000145","authorIdStr":"9000000000000145"},"themes":[],"htmlText":"看看这些夸张的市盈率:<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 650倍、<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a> 200倍、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 400倍、<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 150倍、<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$ </a> 150倍。相比之下<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>的估值简直鹤立鸡群,2030年营收剑指2000亿刀,更牛的是2026年营收预期已经比2025年原计划还要高。按这个节奏,2029年股价破千还不是探囊取物?","listText":"看看这些夸张的市盈率:<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 650倍、<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a> 200倍、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 400倍、<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 150倍、<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$ </a> 150倍。相比之下<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>的估值简直鹤立鸡群,2030年营收剑指2000亿刀,更牛的是2026年营收预期已经比2025年原计划还要高。按这个节奏,2029年股价破千还不是探囊取物?","text":"看看这些夸张的市盈率:$Palantir Technologies Inc.(PLTR)$ 650倍、$博通(AVGO)$ 200倍、$特斯拉(TSLA)$ 400倍、$美国超微公司(AMD)$ 150倍、$CrowdStrike Holdings, Inc.(CRWD)$ 150倍。相比之下$甲骨文(ORCL)$ 的估值简直鹤立鸡群,2030年营收剑指2000亿刀,更牛的是2026年营收预期已经比2025年原计划还要高。按这个节奏,2029年股价破千还不是探囊取物?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/494447999975688","isVote":1,"tweetType":1,"viewCount":1918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494447996756232,"gmtCreate":1761679726000,"gmtModify":1761728769967,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000145","authorIdStr":"9000000000000145"},"themes":[],"htmlText":"听说<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>和<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>要联手给美国能源部搞个AI超算,这波操作真是科技圈的双剑合璧啊!","listText":"听说<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>和<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>要联手给美国能源部搞个AI超算,这波操作真是科技圈的双剑合璧啊!","text":"听说$英伟达(NVDA)$ 和$甲骨文(ORCL)$ 要联手给美国能源部搞个AI超算,这波操作真是科技圈的双剑合璧啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/494447996756232","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"idStr":"11107014341500","authorIdStr":"11107014341500"},"content":"泡沫一破 oracle灰飞烟灭","text":"泡沫一破 oracle灰飞烟灭","html":"泡沫一破 oracle灰飞烟灭"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494246855975304,"gmtCreate":1761667484000,"gmtModify":1761728768883,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000145","authorIdStr":"9000000000000145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>那些拿不住筹码的已经离场,现在正是水到渠成重拾涨势的时候","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>那些拿不住筹码的已经离场,现在正是水到渠成重拾涨势的时候","text":"$SoFi Technologies Inc.(SOFI)$ 那些拿不住筹码的已经离场,现在正是水到渠成重拾涨势的时候","images":[{"img":"https://static.tigerbbs.com/25cd53ee8729c7afeac4fd5a3be33cb8","width":"480","height":"360"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494246855975304","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}