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不离亦不弃
不离亦不弃
·
10-31 15:01
$苹果(AAPL)$
没想到苹果这么快冲到4万亿，年初说苹果药丸的已经不吱声了。总的来说感觉现在确实有点贵了，准备280以上卖掉一点换些茅台
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不离亦不弃
不离亦不弃
·
10-31 14:54
$小米集团-W(01810)$
小米可能短期内会一直在拉扯阴跌，但是小米的未来是光明的，给小米和雷总3年时间，也给自己3年时间
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不离亦不弃
不离亦不弃
·
10-30
$滴普科技(01384)$
滴普什么时候可以进入港股通？不会涨到入通了才跌吧，港股通玩家真的难玩
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427
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不离亦不弃
不离亦不弃
·
10-30
$Meta Platforms, Inc.(META)$
Meta真正的雷是 2025-2026 的费用和 CapEx 指引。大家在乎的是未来几年的现金流都要被 AI 和 RLS 的军备竞赛挤压。
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不离亦不弃
不离亦不弃
·
10-30
$苹果(AAPL)$
苹果高效的重股东回报的资本配置能力值得全球所有公司学习，这也是成就伟大企业的必要条件。
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283
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不离亦不弃
不离亦不弃
·
10-29
$联合健康(UNH)$
联合健康这走势是啥意思？搞得我买也不是卖是更不可能的，真的是纠结住了，看看今天晚上能不能盘一下继续冲
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2,542
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4
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不离亦不弃
不离亦不弃
·
10-29
$亚马逊(AMZN)$
从亚马逊就看出来AI的效率提升，在此刻以万计员工的职业生涯为代价兑现。技术进步虽能创造整体繁荣，但也同时伴随着局部痛楚。AI潮流下的众生相，并不相同....
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不离亦不弃
不离亦不弃
·
10-28
$小米集团-W(01810)$
我觉得小米的产品不差，但是小米这种营销方式可以说有点危害社会了，全是话术和噱头，严重影响了消费者对产品本身的感知，好坏变得没有标准，一切都看营销
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不离亦不弃
·
10-28
$联合健康(UNH)$
UNH明早财报，第一个盲盒。木有减仓（明年的医疗保费又涨了，医院的挂号费，也在涨），觉得离星辰大海还远。
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不离亦不弃
不离亦不弃
·
10-28
$英伟达(NVDA)$
英伟达与OpenAI的1000亿美元合作是近年来AI领域最具战略意义的合作之一，涉及算力基建、技术协同和长期生态绑定。看好达子
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href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>联合健康这走势是啥意思？搞得我买也不是卖是更不可能的，真的是纠结住了，看看今天晚上能不能盘一下继续冲","listText":"<a target=\"_blank\" 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target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>从亚马逊就看出来AI的效率提升，在此刻以万计员工的职业生涯为代价兑现。技术进步虽能创造整体繁荣，但也同时伴随着局部痛楚。AI潮流下的众生相，并不相同....","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>从亚马逊就看出来AI的效率提升，在此刻以万计员工的职业生涯为代价兑现。技术进步虽能创造整体繁荣，但也同时伴随着局部痛楚。AI潮流下的众生相，并不相同....","text":"$亚马逊(AMZN)$从亚马逊就看出来AI的效率提升，在此刻以万计员工的职业生涯为代价兑现。技术进步虽能创造整体繁荣，但也同时伴随着局部痛楚。AI潮流下的众生相，并不相同....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494463427686664","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494104199758216,"gmtCreate":1761638999496,"gmtModify":1761639002113,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000218","authorIdStr":"9000000000000218"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>我觉得小米的产品不差，但是小米这种营销方式可以说有点危害社会了，全是话术和噱头，严重影响了消费者对产品本身的感知，好坏变得没有标准，一切都看营销","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>我觉得小米的产品不差，但是小米这种营销方式可以说有点危害社会了，全是话术和噱头，严重影响了消费者对产品本身的感知，好坏变得没有标准，一切都看营销","text":"$小米集团-W(01810)$我觉得小米的产品不差，但是小米这种营销方式可以说有点危害社会了，全是话术和噱头，严重影响了消费者对产品本身的感知，好坏变得没有标准，一切都看营销","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/494104199758216","isVote":1,"tweetType":1,"viewCount":2100,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481148797461826","authorId":"3481148797461826","name":"拓拔野","avatar":"https://static.tigerbbs.com/67a9593b78528172ba5efe083bc70fd7","crmLevel":9,"crmLevelSwitch":0,"idStr":"3481148797461826","authorIdStr":"3481148797461826"},"content":"严重了，不要被误导了。不要别人说你有问题，你就真的从自己身上找问题，自己的问题如果意识到了，好解决，但是大众的认知整体被引导了，这事小米解决不了，这需要时间让人们清醒","text":"严重了，不要被误导了。不要别人说你有问题，你就真的从自己身上找问题，自己的问题如果意识到了，好解决，但是大众的认知整体被引导了，这事小米解决不了，这需要时间让人们清醒","html":"严重了，不要被误导了。不要别人说你有问题，你就真的从自己身上找问题，自己的问题如果意识到了，好解决，但是大众的认知整体被引导了，这事小米解决不了，这需要时间让人们清醒"},{"author":{"id":"3496319247829394","authorId":"3496319247829394","name":"笑不川","avatar":"https://static.tigerbbs.com/0101e0164994580cb4a9bd50b573832b","crmLevel":8,"crmLevelSwitch":1,"idStr":"3496319247829394","authorIdStr":"3496319247829394"},"content":"是大众认知出了问题 全民弱智","text":"是大众认知出了问题 全民弱智","html":"是大众认知出了问题 全民弱智"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494103386251512,"gmtCreate":1761638727803,"gmtModify":1761638730158,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000218","authorIdStr":"9000000000000218"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>UNH明早财报，第一个盲盒。木有减仓（明年的医疗保费又涨了，医院的挂号费，也在涨），觉得离星辰大海还远。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>UNH明早财报，第一个盲盒。木有减仓（明年的医疗保费又涨了，医院的挂号费，也在涨），觉得离星辰大海还远。","text":"$联合健康(UNH)$UNH明早财报，第一个盲盒。木有减仓（明年的医疗保费又涨了，医院的挂号费，也在涨），觉得离星辰大海还远。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/494103386251512","isVote":1,"tweetType":1,"viewCount":2246,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573134516759647","authorId":"3573134516759647","name":"四季鱼莊","avatar":"https://static.tigerbbs.com/b6cc894afe9c137c4a593b0a61645e01","crmLevel":7,"crmLevelSwitch":0,"idStr":"3573134516759647","authorIdStr":"3573134516759647"},"content":"明早？不是还有几个小时吗","text":"明早？不是还有几个小时吗","html":"明早？不是还有几个小时吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494101914116488,"gmtCreate":1761638441478,"gmtModify":1761638443725,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000218","authorIdStr":"9000000000000218"},"themes":[],"htmlText":"<a 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