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草凡借箭
草凡借箭
·
14:51
$美光科技(MU)$
美光业绩印证了全球AI基础设施建设正在进入一个更深层次、更烧钱的阶段。全球AI从“训练”阶段大规模转向“推理”阶段，导致对高性能存储器的需求非线性增长！
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草凡借箭
草凡借箭
·
14:47
$智汇矿业(02546)$
行业在风口上。全球锌库存偏低，需求稳增，金属价格上行周期给公司带来了最好的上市时机，期待智汇矿业下午表现
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草凡借箭
草凡借箭
·
12-17 15:57
$美团-W(03690)$
3点20分，美团成交价102港币。马上就要4点收仓了，如果美团今天占住102港币，空头危矣。
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草凡借箭
草凡借箭
·
12-17 15:53
$Medline Inc(MDLN)$
当风险导致全球供应链断裂时，不会有人关心SaaS软件的订阅量，所有人都只会关心手术室里有没有止血钳。Medline属于确定性的代名词
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草凡借箭
草凡借箭
·
12-16 14:22
$黄金主连 2602(GCmain)$
还是那句话，黄金永远给你机会，也会永远等你，细细品味下，当今黄金还是值得信任
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草凡借箭
草凡借箭
·
12-16 14:17
$纳斯达克(.IXIC)$
纳指近5年看AI，5年到10年内看AI的应用（机器人，无人驾驶等等），10年以后看马斯克的太空计划。别的都是噪音
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草凡借箭
草凡借箭
·
12-16 14:09
$华芢生物-B(02396)$
感觉2396属于搏冷标的，孖展倍数不高，中签率可能比智汇矿业高。一手金额大，相当于买贵一点的彩票，中了哪怕小涨，肉也不小。特别适合资金不够乙头智汇矿业的朋友，用边角料资金去博一把。问问大家资金少的都打哪个？
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草凡借箭
草凡借箭
·
12-15
$甲骨文(ORCL)$
甲骨文和博通跌成狗，不是因为AI不行了，而是他俩生意做得太憋屈。一个光砸钱重资产累得慌，一个没定价权赚不到大钱。这是他俩自身商业模式的锅
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草凡借箭
草凡借箭
·
12-15
$果下科技(02655)$
果下甲乙共33853手，手数很多，但是也只有6800多万的货，一手价格太稀碎了，2000块出头，孖展也超1000倍了，最终甲尾可能也就中个1-2手，如果能按照入通去，最多也就20%-30%的涨幅，400-600块，我真的太难了
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草凡借箭
草凡借箭
·
12-12
$回声星通信(SATS)$
之前SpaceX买了SATS的频谱，他拿到了3%的股权，现在spacex这个股权价值差不多160亿，他自己除去负债至少还有100亿现金，算下来是还没有溢价的SpaceX受益股，妥妥的
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2602(GCmain)$</a>还是那句话，黄金永远给你机会，也会永远等你，细细品味下，当今黄金还是值得信任","text":"$黄金主连 2602(GCmain)$还是那句话，黄金永远给你机会，也会永远等你，细细品味下，当今黄金还是值得信任","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511398021480568","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511396528652496,"gmtCreate":1765865876254,"gmtModify":1765865878652,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>纳指近5年看AI，5年到10年内看AI的应用（机器人，无人驾驶等等），10年以后看马斯克的太空计划。别的都是噪音","listText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/02396\">$华芢生物-B(02396)$</a>感觉2396属于搏冷标的，孖展倍数不高，中签率可能比智汇矿业高。一手金额大，相当于买贵一点的彩票，中了哪怕小涨，肉也不小。特别适合资金不够乙头智汇矿业的朋友，用边角料资金去博一把。问问大家资金少的都打哪个？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02396\">$华芢生物-B(02396)$</a>感觉2396属于搏冷标的，孖展倍数不高，中签率可能比智汇矿业高。一手金额大，相当于买贵一点的彩票，中了哪怕小涨，肉也不小。特别适合资金不够乙头智汇矿业的朋友，用边角料资金去博一把。问问大家资金少的都打哪个？","text":"$华芢生物-B(02396)$感觉2396属于搏冷标的，孖展倍数不高，中签率可能比智汇矿业高。一手金额大，相当于买贵一点的彩票，中了哪怕小涨，肉也不小。特别适合资金不够乙头智汇矿业的朋友，用边角料资金去博一把。问问大家资金少的都打哪个？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511394789806200","isVote":2,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5786,"gmtBegin":1765865473606,"gmtEnd":1765951850500,"type":1,"upper":6,"title":"买什么","choices":[{"id":19418,"sort":1,"name":"02546","userSize":2,"voted":false},{"id":19419,"sort":1,"name":"02546","userSize":1,"voted":false},{"id":19420,"sort":2,"name":"03881","userSize":0,"voted":false},{"id":19421,"sort":3,"name":"02396","userSize":4,"voted":false},{"id":19422,"sort":4,"name":"02581","userSize":0,"voted":false},{"id":19423,"sort":5,"name":"02695","userSize":1,"voted":false},{"id":19424,"sort":6,"name":"02691","userSize":0,"voted":false}]},"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510939954606184,"gmtCreate":1765773960152,"gmtModify":1765775691181,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>甲骨文和博通跌成狗，不是因为AI不行了，而是他俩生意做得太憋屈。一个光砸钱重资产累得慌，一个没定价权赚不到大钱。这是他俩自身商业模式的锅","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>甲骨文和博通跌成狗，不是因为AI不行了，而是他俩生意做得太憋屈。一个光砸钱重资产累得慌，一个没定价权赚不到大钱。这是他俩自身商业模式的锅","text":"$甲骨文(ORCL)$甲骨文和博通跌成狗，不是因为AI不行了，而是他俩生意做得太憋屈。一个光砸钱重资产累得慌，一个没定价权赚不到大钱。这是他俩自身商业模式的锅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510939954606184","isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510939427278976,"gmtCreate":1765773659363,"gmtModify":1765773662281,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02655\">$果下科技(02655)$</a>果下甲乙共33853手，手数很多，但是也只有6800多万的货，一手价格太稀碎了，2000块出头，孖展也超1000倍了，最终甲尾可能也就中个1-2手，如果能按照入通去，最多也就20%-30%的涨幅，400-600块，我真的太难了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02655\">$果下科技(02655)$</a>果下甲乙共33853手，手数很多，但是也只有6800多万的货，一手价格太稀碎了，2000块出头，孖展也超1000倍了，最终甲尾可能也就中个1-2手，如果能按照入通去，最多也就20%-30%的涨幅，400-600块，我真的太难了","text":"$果下科技(02655)$果下甲乙共33853手，手数很多，但是也只有6800多万的货，一手价格太稀碎了，2000块出头，孖展也超1000倍了，最终甲尾可能也就中个1-2手，如果能按照入通去，最多也就20%-30%的涨幅，400-600块，我真的太难了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/510939427278976","isVote":1,"tweetType":1,"viewCount":3450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509911594352744,"gmtCreate":1765522895637,"gmtModify":1765522898226,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000217","idStr":"9000000000000217"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SATS\">$回声星通信(SATS)$</a>之前SpaceX买了SATS的频谱，他拿到了3%的股权，现在spacex这个股权价值差不多160亿，他自己除去负债至少还有100亿现金，算下来是还没有溢价的SpaceX受益股，妥妥的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SATS\">$回声星通信(SATS)$</a>之前SpaceX买了SATS的频谱，他拿到了3%的股权，现在spacex这个股权价值差不多160亿，他自己除去负债至少还有100亿现金，算下来是还没有溢价的SpaceX受益股，妥妥的","text":"$回声星通信(SATS)$之前SpaceX买了SATS的频谱，他拿到了3%的股权，现在spacex这个股权价值差不多160亿，他自己除去负债至少还有100亿现金，算下来是还没有溢价的SpaceX受益股，妥妥的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509911594352744","isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}