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草凡借箭
草凡借箭
·
05-01
$西部数据(WDC)$
在西部数据一年涨约900%、闪迪上市以来涨约3300%的背景下，强劲业绩已被充分定价，指引缺乏足够惊喜，极大概率触发市场获利了结。
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草凡借箭
草凡借箭
·
05-01
$标普500(.SPX)$
纳指标普齐创新高，美股绝对是最佳安心之选。投资无需过于聪明，持续稳定做简单的事。后面新高之后还会新高
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草凡借箭
草凡借箭
·
04-29
$黄金主连 2606(GCmain)$
如果不是这场战争，黄金标的也不至于跌到去年关税战时候的股价。 市场对黄金的逻辑存疑，主要是利率问题。
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635
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草凡借箭
草凡借箭
·
04-29
$纳斯达克(.IXIC)$
仓位现金流健康、没有上融资杠杆的情况下，这个时候一定不要轻易丢掉手头的筹码。持续看好纳斯达克
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892
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草凡借箭
草凡借箭
·
04-27
$微软(MSFT)$
现在市场预期很高，亚马逊增速30%+，谷歌55%+增速，微软增速起码40%才算达到预期，不达预期很有可能就是一根大阴
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草凡借箭
草凡借箭
·
04-24
$英特尔(INTC)$
intc财报前几天很多人提前套现走人，创造了一些新的买点，果断加仓，财报的结果奖励了我这段时间对CPU的信念
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2,988
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草凡借箭
草凡借箭
·
04-23
$南方两倍做多三星电子(07747)$
存储赛道已经由周期转向成长赛道。现在一条产线投资都是大几百亿美金，不像十年以前投资几十亿美金就能拉出一条线来，美光，三星，海力士投资都会谨慎多了
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649
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编组 21备份 2
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草凡借箭
草凡借箭
·
04-22
$特斯拉(TSLA)$
市场最不缺的就是消息，所有机构大摩都说特斯拉不行了，要怎么怎么滴，结果反手甩出一张，高出英伟达百分之20的算力芯片，瞬间打脸，持续看好特斯拉
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2,831
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草凡借箭
草凡借箭
·
04-21
$英特尔(INTC)$
从纯粹的情绪叙事角度来看，intc这里关键的一点是，很多分析师都在上调价格目标，但股价预期仍然显示短期增长预期较低。各位怎么看
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草凡借箭
草凡借箭
·
04-20
$谷歌(GOOG)$
看好GCP增速超50%,相信在AI时代GCP的增长会超越AWS和Azure，相信在AI时代GCP的市场份额会越来越大。
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846
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target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>现在市场预期很高，亚马逊增速30%+，谷歌55%+增速，微软增速起码40%才算达到预期，不达预期很有可能就是一根大阴","text":"$微软(MSFT)$现在市场预期很高，亚马逊增速30%+，谷歌55%+增速，微软增速起码40%才算达到预期，不达预期很有可能就是一根大阴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558063355257704","isVote":1,"tweetType":1,"viewCount":2446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557008305406824,"gmtCreate":1777021132496,"gmtModify":1777021134831,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>intc财报前几天很多人提前套现走人，创造了一些新的买点，果断加仓，财报的结果奖励了我这段时间对CPU的信念","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>intc财报前几天很多人提前套现走人，创造了一些新的买点，果断加仓，财报的结果奖励了我这段时间对CPU的信念","text":"$英特尔(INTC)$intc财报前几天很多人提前套现走人，创造了一些新的买点，果断加仓，财报的结果奖励了我这段时间对CPU的信念","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557008305406824","isVote":1,"tweetType":1,"viewCount":2988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556601566196576,"gmtCreate":1776921828887,"gmtModify":1776921831351,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a>存储赛道已经由周期转向成长赛道。现在一条产线投资都是大几百亿美金，不像十年以前投资几十亿美金就能拉出一条线来，美光，三星，海力士投资都会谨慎多了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a>存储赛道已经由周期转向成长赛道。现在一条产线投资都是大几百亿美金，不像十年以前投资几十亿美金就能拉出一条线来，美光，三星，海力士投资都会谨慎多了","text":"$南方两倍做多三星电子(07747)$存储赛道已经由周期转向成长赛道。现在一条产线投资都是大几百亿美金，不像十年以前投资几十亿美金就能拉出一条线来，美光，三星，海力士投资都会谨慎多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556601566196576","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556401766383776,"gmtCreate":1776850737185,"gmtModify":1776850739703,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>市场最不缺的就是消息，所有机构大摩都说特斯拉不行了，要怎么怎么滴，结果反手甩出一张，高出英伟达百分之20的算力芯片，瞬间打脸，持续看好特斯拉","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>市场最不缺的就是消息，所有机构大摩都说特斯拉不行了，要怎么怎么滴，结果反手甩出一张，高出英伟达百分之20的算力芯片，瞬间打脸，持续看好特斯拉","text":"$特斯拉(TSLA)$市场最不缺的就是消息，所有机构大摩都说特斯拉不行了，要怎么怎么滴，结果反手甩出一张，高出英伟达百分之20的算力芯片，瞬间打脸，持续看好特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556401766383776","isVote":1,"tweetType":1,"viewCount":2831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556019285266472,"gmtCreate":1776757353267,"gmtModify":1776757355918,"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":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>从纯粹的情绪叙事角度来看，intc这里关键的一点是，很多分析师都在上调价格目标，但股价预期仍然显示短期增长预期较低。各位怎么看","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>从纯粹的情绪叙事角度来看，intc这里关键的一点是，很多分析师都在上调价格目标，但股价预期仍然显示短期增长预期较低。各位怎么看","text":"$英特尔(INTC)$从纯粹的情绪叙事角度来看，intc这里关键的一点是，很多分析师都在上调价格目标，但股价预期仍然显示短期增长预期较低。各位怎么看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556019285266472","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555690376798616,"gmtCreate":1776677122020,"gmtModify":1776677124902,"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":[],"title":"","htmlText":"<a target=\"_blank\" 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