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艳阳高照天
艳阳高照天
·
09-12
$上证指数(000001.SH)$
股市绝非不劳而获、轻松赚钱、任我驰骋的“温柔乡”，恰恰相反，股市简直就是洪水猛兽，恶魔，绞肉机……
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艳阳高照天
艳阳高照天
·
09-12
$禾赛(HSAI)$
港股预测首日涨幅百分之十到二十吧，收盘在十左右。去年底到现在接近7倍的涨幅了！非常强势
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艳阳高照天
艳阳高照天
·
09-12
$微软(MSFT)$
OpenAI 和早期投资者微软签署了一份备忘录，并做联合声明：其非营利性母公司将继续拥有营利性业务的权利，股权价值超过1000亿美金。这个声明基本可以视为为后续IPO上市扫清障碍，并获得MS 的同意，现在可以买点微软了
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艳阳高照天
艳阳高照天
·
09-12
$甲骨文(ORCL)$
甲骨文这操作在大A都是要收监管函的，openai一个年营收100亿的公司拿什么履行5年3000亿的合同？非要说这“合同”说明了什么的话，那就是世界是个巨大的草台班子。过一阵再来个雷曼，“相信国运定投纳指”的神话也就到此为止了。
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编组 21备份 2
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艳阳高照天
艳阳高照天
·
09-11
$蔚来(NIO)$
对于投资者来说，蔚来现在的处境，要么史诗级黄金坑，要么史诗级大坑，我觉得前者的概率更大一些。多空各种下注吧家人们。
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3
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艳阳高照天
艳阳高照天
·
09-11
$阿里巴巴-W(09988)$
大众点评已经被刷分搞废了，评价分数基本没有参考价值，现在大家都是去抖音上看评价，还相对靠谱一些。阿里应该也是看准了这点，才出手抄美团的老窝。互联网就是这样，你不上进，你的竞争对手就会趁虚而入帮你上进。
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艳阳高照天
艳阳高照天
·
09-10
$Figure Technology Solutions (FT Intermediate)(FIGR)$
FIGR业绩好、概念好，发行规模扩大且发行价上调说明投资者认购火热，唯一需要关注的就是加密货币及相关股票近期走势较一般市场氛围一般
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艳阳高照天
艳阳高照天
·
09-10
$联合健康(UNH)$
UNH这公司数十年积累的数据、资产、用户关系，壁垒是相当的高啊，资本开支相比于自由现金流也小得多。后面估计能变成回报型企业
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艳阳高照天
艳阳高照天
·
09-10
$阿里巴巴-W(09988)$
等阿里整合旗下所有的资源和内容，形成一个超级app，覆盖有淘宝、闪购、飞猪、点评、地图、支付宝、钉钉、网盘。。。等等，所有壁垒打通，成为一个巨无霸生活服务助手，是不是就无敌了
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艳阳高照天
艳阳高照天
·
09-09
$NEBIUS(NBIS)$
我NBIS成本本来挺低的，结果NBIS去买Circle，后来又卖了Circle买ETH财库股，现在被ETH财库股套住了
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href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>股市绝非不劳而获、轻松赚钱、任我驰骋的“温柔乡”，恰恰相反，股市简直就是洪水猛兽，恶魔，绞肉机……","text":"$上证指数(000001.SH)$股市绝非不劳而获、轻松赚钱、任我驰骋的“温柔乡”，恰恰相反，股市简直就是洪水猛兽，恶魔，绞肉机……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477762153328976","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477760248590536,"gmtCreate":1757660521153,"gmtModify":1757660523743,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a>港股预测首日涨幅百分之十到二十吧，收盘在十左右。去年底到现在接近7倍的涨幅了！非常强势","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a>港股预测首日涨幅百分之十到二十吧，收盘在十左右。去年底到现在接近7倍的涨幅了！非常强势","text":"$禾赛(HSAI)$港股预测首日涨幅百分之十到二十吧，收盘在十左右。去年底到现在接近7倍的涨幅了！非常强势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477760248590536","isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477759157297488,"gmtCreate":1757660150931,"gmtModify":1757660152943,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>OpenAI 和早期投资者微软签署了一份备忘录，并做联合声明：其非营利性母公司将继续拥有营利性业务的权利，股权价值超过1000亿美金。这个声明基本可以视为为后续IPO上市扫清障碍，并获得MS 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href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>甲骨文这操作在大A都是要收监管函的，openai一个年营收100亿的公司拿什么履行5年3000亿的合同？非要说这“合同”说明了什么的话，那就是世界是个巨大的草台班子。过一阵再来个雷曼，“相信国运定投纳指”的神话也就到此为止了。","text":"$甲骨文(ORCL)$甲骨文这操作在大A都是要收监管函的，openai一个年营收100亿的公司拿什么履行5年3000亿的合同？非要说这“合同”说明了什么的话，那就是世界是个巨大的草台班子。过一阵再来个雷曼，“相信国运定投纳指”的神话也就到此为止了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/477757840421200","isVote":1,"tweetType":1,"viewCount":1730,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450061884314599","authorId":"3450061884314599","name":"五撇须","avatar":"https://static.tigerbbs.com/b54c88afdc73085ffe810fdd03c5b90a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3450061884314599","authorIdStr":"3450061884314599"},"content":"有意思的是，前几天博通财报本来没波动，也是因为接了open AI一百多亿的单子暴涨20%，这可是一万多亿美金市值的公司，谷歌也出来说芯片收入后续大幅增长也是大客户open AI，open AI要保持收入每年翻两倍的速度才能维持，就是AI还要继续大突破","text":"有意思的是，前几天博通财报本来没波动，也是因为接了open 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>对于投资者来说，蔚来现在的处境，要么史诗级黄金坑，要么史诗级大坑，我觉得前者的概率更大一些。多空各种下注吧家人们。","text":"$蔚来(NIO)$对于投资者来说，蔚来现在的处境，要么史诗级黄金坑，要么史诗级大坑，我觉得前者的概率更大一些。多空各种下注吧家人们。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477492376535136","isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477491138736328,"gmtCreate":1757578913206,"gmtModify":1757578915038,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>大众点评已经被刷分搞废了，评价分数基本没有参考价值，现在大家都是去抖音上看评价，还相对靠谱一些。阿里应该也是看准了这点，才出手抄美团的老窝。互联网就是这样，你不上进，你的竞争对手就会趁虚而入帮你上进。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>大众点评已经被刷分搞废了，评价分数基本没有参考价值，现在大家都是去抖音上看评价，还相对靠谱一些。阿里应该也是看准了这点，才出手抄美团的老窝。互联网就是这样，你不上进，你的竞争对手就会趁虚而入帮你上进。","text":"$阿里巴巴-W(09988)$大众点评已经被刷分搞废了，评价分数基本没有参考价值，现在大家都是去抖音上看评价，还相对靠谱一些。阿里应该也是看准了这点，才出手抄美团的老窝。互联网就是这样，你不上进，你的竞争对手就会趁虚而入帮你上进。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477491138736328","isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477140294217824,"gmtCreate":1757493201389,"gmtModify":1757495025837,"author":{"id":"9000000000000219","authorId":"9000000000000219","name":"艳阳高照天","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000219","authorIdStr":"9000000000000219"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FIGR\">$Figure Technology Solutions (FT Intermediate)(FIGR)$</a>FIGR业绩好、概念好，发行规模扩大且发行价上调说明投资者认购火热，唯一需要关注的就是加密货币及相关股票近期走势较一般市场氛围一般","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FIGR\">$Figure Technology Solutions (FT Intermediate)(FIGR)$</a>FIGR业绩好、概念好，发行规模扩大且发行价上调说明投资者认购火热，唯一需要关注的就是加密货币及相关股票近期走势较一般市场氛围一般","text":"$Figure Technology Solutions (FT 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href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a>我NBIS成本本来挺低的，结果NBIS去买Circle，后来又卖了Circle买ETH财库股，现在被ETH财库股套住了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a>我NBIS成本本来挺低的，结果NBIS去买Circle，后来又卖了Circle买ETH财库股，现在被ETH财库股套住了","text":"$NEBIUS(NBIS)$我NBIS成本本来挺低的，结果NBIS去买Circle，后来又卖了Circle买ETH财库股，现在被ETH财库股套住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476786231398496","isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}