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村头纳指情报员
村头纳指情报员
·
04-28 01:00
$标普500ETF(SPY)$
我感觉从现在到1:30，股价会拉升，那些买PUT的人恐怕要白忙活了。过去几周PUT买得实在太多了……每个人都在等一个从没到来的下跌。
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村头纳指情报员
村头纳指情报员
·
04-27 21:56
$甲骨文(ORCL)$
Oracle和CoreWeave在AI领域算是主导玩家。实际上，它们因为OpenAI未来的所有负面消息而第一个大跌。现在OpenAI已经以大规模方式稳定存在，这两支股票应该能回到之前的高点甚至更高。
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村头纳指情报员
村头纳指情报员
·
04-27 19:43
$甲骨文(ORCL)$
说实话，谁在乎呢。如果你只是想短线交易那些$170的科技股，那我觉得你可能选错了方向。这些由AI驱动的大型股票，天生就适合长期持有，尤其是在目前这个价格水平。就像查理·芒格说的：“在股市赚大钱，不单单靠买卖，真正的利润来自等待。”
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村头纳指情报员
村头纳指情报员
·
04-27 09:33
$标普500ETF(SPY)$
当“交易”最终在某天开盘前宣布时，跳空上涨可能至少2%。甚至可能达到3%，收盘涨4%。想象一下，价格在720，开盘高于740，收盘高于750。然后fomo应该就会开始了。
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村头纳指情报员
村头纳指情报员
·
04-24
$甲骨文(ORCL)$
SaaS公司的压力还在持续。SNOW今天的情况。华尔街会不会很快扭转SaaS的颓势？希望如此吧。AI对SaaS公司来说是个颠覆因素。所以Oracle进军数据中心业务是个必要的举措。我欣赏Oracle的这个策略。
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村头纳指情报员
村头纳指情报员
·
04-24
$标普500ETF(SPY)$
INTC在财报后涨了23%，创下历史新高。这连1998到2000年的峰值时期都没发生过……有点意思。
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村头纳指情报员
村头纳指情报员
·
04-24
$甲骨文(ORCL)$
我觉得它有可能触及260，但最少也要几年时间。
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村头纳指情报员
村头纳指情报员
·
04-24
$甲骨文(ORCL)$
我今天没法看到暗池交易的数据，但我敢打赌，Oracle背后肯定有大量买入。
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33
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村头纳指情报员
村头纳指情报员
·
04-23
$甲骨文(ORCL)$
Oracle 比 IBM 更深入地嵌入 AI 时代，部署的 AI 解决方案也更多。
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52
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村头纳指情报员
村头纳指情报员
·
04-23
$闪迪(SNDK)$
我觉得厉害的是，这次整个内存板块都在涨，看看MU，也涨了8%。所以，下周SNDK的财报和其他好消息，可能都还没完全反映在股价里。
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href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>我感觉从现在到1:30，股价会拉升，那些买PUT的人恐怕要白忙活了。过去几周PUT买得实在太多了……每个人都在等一个从没到来的下跌。","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>我感觉从现在到1:30，股价会拉升，那些买PUT的人恐怕要白忙活了。过去几周PUT买得实在太多了……每个人都在等一个从没到来的下跌。","text":"$标普500ETF(SPY)$ 我感觉从现在到1:30，股价会拉升，那些买PUT的人恐怕要白忙活了。过去几周PUT买得实在太多了……每个人都在等一个从没到来的下跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558387886706784","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558156031143960,"gmtCreate":1777298207000,"gmtModify":1777347753413,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"村头纳指情报员","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>Oracle和CoreWeave在AI领域算是主导玩家。实际上，它们因为OpenAI未来的所有负面消息而第一个大跌。现在OpenAI已经以大规模方式稳定存在，这两支股票应该能回到之前的高点甚至更高。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>Oracle和CoreWeave在AI领域算是主导玩家。实际上，它们因为OpenAI未来的所有负面消息而第一个大跌。现在OpenAI已经以大规模方式稳定存在，这两支股票应该能回到之前的高点甚至更高。","text":"$甲骨文(ORCL)$ Oracle和CoreWeave在AI领域算是主导玩家。实际上，它们因为OpenAI未来的所有负面消息而第一个大跌。现在OpenAI已经以大规模方式稳定存在，这两支股票应该能回到之前的高点甚至更高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558156031143960","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558124339450720,"gmtCreate":1777290225000,"gmtModify":1777347873035,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"村头纳指情报员","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>说实话，谁在乎呢。如果你只是想短线交易那些$170的科技股，那我觉得你可能选错了方向。这些由AI驱动的大型股票，天生就适合长期持有，尤其是在目前这个价格水平。就像查理·芒格说的：“在股市赚大钱，不单单靠买卖，真正的利润来自等待。”","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>说实话，谁在乎呢。如果你只是想短线交易那些$170的科技股，那我觉得你可能选错了方向。这些由AI驱动的大型股票，天生就适合长期持有，尤其是在目前这个价格水平。就像查理·芒格说的：“在股市赚大钱，不单单靠买卖，真正的利润来自等待。”","text":"$甲骨文(ORCL)$ 说实话，谁在乎呢。如果你只是想短线交易那些$170的科技股，那我觉得你可能选错了方向。这些由AI驱动的大型股票，天生就适合长期持有，尤其是在目前这个价格水平。就像查理·芒格说的：“在股市赚大钱，不单单靠买卖，真正的利润来自等待。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558124339450720","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557990619140128,"gmtCreate":1777253633000,"gmtModify":1777358248012,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"村头纳指情报员","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v> 当“交易”最终在某天开盘前宣布时，跳空上涨可能至少2%。甚至可能达到3%，收盘涨4%。想象一下，价格在720，开盘高于740，收盘高于750。然后fomo应该就会开始了。","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v> 当“交易”最终在某天开盘前宣布时，跳空上涨可能至少2%。甚至可能达到3%，收盘涨4%。想象一下，价格在720，开盘高于740，收盘高于750。然后fomo应该就会开始了。","text":"$标普500ETF(SPY)$ 当“交易”最终在某天开盘前宣布时，跳空上涨可能至少2%。甚至可能达到3%，收盘涨4%。想象一下，价格在720，开盘高于740，收盘高于750。然后fomo应该就会开始了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557990619140128","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557094023119712,"gmtCreate":1777040000000,"gmtModify":1777358775955,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"村头纳指情报员","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"1\"></v-v> SaaS公司的压力还在持续。SNOW今天的情况。华尔街会不会很快扭转SaaS的颓势？希望如此吧。AI对SaaS公司来说是个颠覆因素。所以Oracle进军数据中心业务是个必要的举措。我欣赏Oracle的这个策略。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"1\"></v-v> SaaS公司的压力还在持续。SNOW今天的情况。华尔街会不会很快扭转SaaS的颓势？希望如此吧。AI对SaaS公司来说是个颠覆因素。所以Oracle进军数据中心业务是个必要的举措。我欣赏Oracle的这个策略。","text":"$甲骨文(ORCL)$ SaaS公司的压力还在持续。SNOW今天的情况。华尔街会不会很快扭转SaaS的颓势？希望如此吧。AI对SaaS公司来说是个颠覆因素。所以Oracle进军数据中心业务是个必要的举措。我欣赏Oracle的这个策略。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557094023119712","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557001232593600,"gmtCreate":1776981868000,"gmtModify":1777272998594,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"村头纳指情报员","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>INTC在财报后涨了23%，创下历史新高。这连1998到2000年的峰值时期都没发生过……有点意思。","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>INTC在财报后涨了23%，创下历史新高。这连1998到2000年的峰值时期都没发生过……有点意思。","text":"$标普500ETF(SPY)$ INTC在财报后涨了23%，创下历史新高。这连1998到2000年的峰值时期都没发生过……有点意思。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557001232593600","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557030352716648,"gmtCreate":1776979807000,"gmtModify":1777265176651,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"村头纳指情报员","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>我觉得它有可能触及260，但最少也要几年时间。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>我觉得它有可能触及260，但最少也要几年时间。","text":"$甲骨文(ORCL)$ 我觉得它有可能触及260，但最少也要几年时间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557030352716648","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556986507539136,"gmtCreate":1776968885000,"gmtModify":1777272891206,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"村头纳指情报员","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>我今天没法看到暗池交易的数据，但我敢打赌，Oracle背后肯定有大量买入。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>我今天没法看到暗池交易的数据，但我敢打赌，Oracle背后肯定有大量买入。","text":"$甲骨文(ORCL)$ 我今天没法看到暗池交易的数据，但我敢打赌，Oracle背后肯定有大量买入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556986507539136","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556707104408416,"gmtCreate":1776899416000,"gmtModify":1777011441498,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"村头纳指情报员","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"1\"></v-v> Oracle 比 IBM 更深入地嵌入 AI 时代，部署的 AI 解决方案也更多。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"1\"></v-v> Oracle 比 IBM 更深入地嵌入 AI 时代，部署的 AI 解决方案也更多。","text":"$甲骨文(ORCL)$ Oracle 比 IBM 更深入地嵌入 AI 时代，部署的 AI 解决方案也更多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556707104408416","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556603495764832,"gmtCreate":1776879127000,"gmtModify":1776925616449,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"村头纳指情报员","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000145","idStr":"9000000000000145"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a><v-v data-views=\"1\"></v-v> 我觉得厉害的是，这次整个内存板块都在涨，看看MU，也涨了8%。所以，下周SNDK的财报和其他好消息，可能都还没完全反映在股价里。","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a><v-v data-views=\"1\"></v-v> 我觉得厉害的是，这次整个内存板块都在涨，看看MU，也涨了8%。所以，下周SNDK的财报和其他好消息，可能都还没完全反映在股价里。","text":"$闪迪(SNDK)$ 我觉得厉害的是，这次整个内存板块都在涨，看看MU，也涨了8%。所以，下周SNDK的财报和其他好消息，可能都还没完全反映在股价里。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556603495764832","isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}