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不离亦不弃
不离亦不弃
·
03-02
$纳斯达克(.IXIC)$
我的所有的现金都在纳指里，我坚信未来的十年甚至更久是属于人工智能，坚定的拥抱文明的方向，实现资产的跨越式提升。
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不离亦不弃
不离亦不弃
·
02-27
$三星(SMSN.UK)$
全球半导体行业进入周期性回暖阶段，库存去化基本完成。但真正改变格局的是AI应用需求的爆发式增长：与以往不同的是，这一轮需求不再局限于软件和应用层，而是深度惠及硬件制造商。三星的前途还是很不错的
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481
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不离亦不弃
不离亦不弃
·
02-26
$恒生科技指数(HSTECH)$
字节吞噬一切的论断挺搞笑的，前两年一级市场还流行过**吞噬一切，甚至多年以前还流行过腾讯吞噬一切，最后全部被证伪。加仓中概互联，白送一年eps还要啥自行车
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777
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不离亦不弃
不离亦不弃
·
02-25
$英伟达(NVDA)$
英伟达或许会成为18世纪的标准石油一样的商业地位，期待。而且我从a股预判英伟达财报无忧，梭哈
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1,558
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3
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不离亦不弃
不离亦不弃
·
02-25
$美国超微公司(AMD)$
AMD送股份给OpenAI 又送股份给META，得到3个结论 1.英伟达非常强大， 2.AMD实在太弱了 3.AMD太想突围了 后面会不会再送股份出去？可能性好像还比较大哦
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844
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不离亦不弃
不离亦不弃
·
02-24
$财捷(INTU)$
AI agent很难直接取代Intuit的软件，但的确带来了不确定性。Intuit目前是美国中小企业财务软件的绝对领先者，AI使得Xero有可能挑战其地位，从这方面考虑估值下降是合理的。但另一方面，AI加持下，Intuit可能可以替代很多会计工作，从而大幅提高ltv。所以最终还是看管理团队能否快速的转变适应AI时代。
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998
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不离亦不弃
不离亦不弃
·
02-23
$纳斯达克(.IXIC)$
今天把三分法定投改为一周两次，同时增加对纳指的定投！时间是散户最大的优势，坚守就是散户最好的品质
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973
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不离亦不弃
不离亦不弃
·
02-19
$黄金主连 2604(GCmain)$
按照美元这个走势，黄金跌破4500应该不是太难的事。不需要太久。坐等打脸。看空的才是真正的买家。因为一味看多的人，很容易在合理的震荡中就被吓走
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3,990
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不离亦不弃
不离亦不弃
·
02-19
$西方石油(OXY)$
巴菲特重仓了石油，雪佛龙。我在这段时间，一直反复研究石油的期货和每天关注国际大国之间的石油纷争。巴菲特是美国金融第一红人，他从周期来说重仓石油是等待周期石油的轮回，但，有没有可能，他最了解小特想做什么？
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不离亦不弃
不离亦不弃
·
02-18
$白银主连 2603(SImain)$
白银在短短半个月期间已经腰斩，这就是爆炒的结果，跟风追涨者只会站岗，所谓趋势周期都是忽悠韮菜接盘的话术
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718
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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>AMD送股份给OpenAI 又送股份给META，得到3个结论 1.英伟达非常强大， 2.AMD实在太弱了 3.AMD太想突围了 后面会不会再送股份出去？可能性好像还比较大哦","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>AMD送股份给OpenAI 又送股份给META，得到3个结论 1.英伟达非常强大， 2.AMD实在太弱了 3.AMD太想突围了 后面会不会再送股份出去？可能性好像还比较大哦","text":"$美国超微公司(AMD)$AMD送股份给OpenAI 又送股份给META，得到3个结论 1.英伟达非常强大， 2.AMD实在太弱了 3.AMD太想突围了 后面会不会再送股份出去？可能性好像还比较大哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536476290424952","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536114423849056,"gmtCreate":1771907558881,"gmtModify":1771907561165,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000218","idStr":"9000000000000218"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTU\">$财捷(INTU)$</a>AI agent很难直接取代Intuit的软件，但的确带来了不确定性。Intuit目前是美国中小企业财务软件的绝对领先者，AI使得Xero有可能挑战其地位，从这方面考虑估值下降是合理的。但另一方面，AI加持下，Intuit可能可以替代很多会计工作，从而大幅提高ltv。所以最终还是看管理团队能否快速的转变适应AI时代。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTU\">$财捷(INTU)$</a>AI agent很难直接取代Intuit的软件，但的确带来了不确定性。Intuit目前是美国中小企业财务软件的绝对领先者，AI使得Xero有可能挑战其地位，从这方面考虑估值下降是合理的。但另一方面，AI加持下，Intuit可能可以替代很多会计工作，从而大幅提高ltv。所以最终还是看管理团队能否快速的转变适应AI时代。","text":"$财捷(INTU)$AI agent很难直接取代Intuit的软件，但的确带来了不确定性。Intuit目前是美国中小企业财务软件的绝对领先者，AI使得Xero有可能挑战其地位，从这方面考虑估值下降是合理的。但另一方面，AI加持下，Intuit可能可以替代很多会计工作，从而大幅提高ltv。所以最终还是看管理团队能否快速的转变适应AI时代。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536114423849056","isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535891696427600,"gmtCreate":1771853251601,"gmtModify":1771853253925,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000218","idStr":"9000000000000218"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>今天把三分法定投改为一周两次，同时增加对纳指的定投！时间是散户最大的优势，坚守就是散户最好的品质","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>今天把三分法定投改为一周两次，同时增加对纳指的定投！时间是散户最大的优势，坚守就是散户最好的品质","text":"$纳斯达克(.IXIC)$今天把三分法定投改为一周两次，同时增加对纳指的定投！时间是散户最大的优势，坚守就是散户最好的品质","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535891696427600","isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534371810370128,"gmtCreate":1771482185669,"gmtModify":1771482188095,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000218","idStr":"9000000000000218"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2604(GCmain)$</a>按照美元这个走势，黄金跌破4500应该不是太难的事。不需要太久。坐等打脸。看空的才是真正的买家。因为一味看多的人，很容易在合理的震荡中就被吓走","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2604(GCmain)$</a>按照美元这个走势，黄金跌破4500应该不是太难的事。不需要太久。坐等打脸。看空的才是真正的买家。因为一味看多的人，很容易在合理的震荡中就被吓走","text":"$黄金主连 2604(GCmain)$按照美元这个走势，黄金跌破4500应该不是太难的事。不需要太久。坐等打脸。看空的才是真正的买家。因为一味看多的人，很容易在合理的震荡中就被吓走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/534371810370128","isVote":1,"tweetType":1,"viewCount":3990,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576845431666845","authorId":"3576845431666845","name":"ThomasWong","avatar":"https://static.tigerbbs.com/0296c2d194c9046cee1e65e05cd0f0b7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3576845431666845","idStr":"3576845431666845"},"content":"兄弟上一个说1月跌破4500的还欠了一大坨没吃呢","text":"兄弟上一个说1月跌破4500的还欠了一大坨没吃呢","html":"兄弟上一个说1月跌破4500的还欠了一大坨没吃呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":534370545315880,"gmtCreate":1771481894193,"gmtModify":1771481897154,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000218","idStr":"9000000000000218"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>巴菲特重仓了石油，雪佛龙。我在这段时间，一直反复研究石油的期货和每天关注国际大国之间的石油纷争。巴菲特是美国金融第一红人，他从周期来说重仓石油是等待周期石油的轮回，但，有没有可能，他最了解小特想做什么？","listText":"<a target=\"_blank\" 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2603(SImain)$白银在短短半个月期间已经腰斩，这就是爆炒的结果，跟风追涨者只会站岗，所谓趋势周期都是忽悠韮菜接盘的话术","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/534131736576040","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514104227126078","authorId":"3514104227126078","name":"留厦来","avatar":"https://static.tigerbbs.com/45aa2240b76350149c4a4ef65352fb91","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3514104227126078","idStr":"3514104227126078"},"content":"很快就会暴跌了，可能下周就会有一次大回调到70以下","text":"很快就会暴跌了，可能下周就会有一次大回调到70以下","html":"很快就会暴跌了，可能下周就会有一次大回调到70以下"},{"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3448365245482888","idStr":"3448365245482888"},"content":"白银大概率会40-55之间稳住","text":"白银大概率会40-55之间稳住","html":"白银大概率会40-55之间稳住"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}