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沙漠追光大海逐风
沙漠追光大海逐风
·
12-16 14:20
$恒生指数(HSI)$
我只能说，对于目前这样的市场行情和情绪，26年的潜力很大，对于恒生26年给个30%的盈利预期（很有可能高于30%）
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沙漠追光大海逐风
沙漠追光大海逐风
·
12-16 14:15
$英伟达(NVDA)$
北美缺电主因是AI数据中心的大量建设，如果这建设进度终止或者速度放缓了，电这回事也就那样了，一切取决于AI的发展速度和英伟达的市值表现，做电力不如直接买英伟达
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沙漠追光大海逐风
沙漠追光大海逐风
·
12-15 12:48
$特斯拉(TSLA)$
特斯拉OTA的每一次重大更新 都感觉你换了一辆车了。这个方面，特斯拉车主体验感超爽的。这回假日更新，用圣诞模式，就感觉像西方家庭圣诞节要在家挂圣诞树、挂彩灯一样，特斯拉把你的车也布置打扮好了，开着圣诞模式，感觉特别有童心的快乐和温暖。
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沙漠追光大海逐风
沙漠追光大海逐风
·
12-15 12:42
$纳斯达克(.IXIC)$
星期五纳指一口气打到20日线，一般会有一波反弹不会立马跌破，看今晚咯。 年底了最好不要满仓持有纳指。
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沙漠追光大海逐风
沙漠追光大海逐风
·
12-12
$纳斯达克(.IXIC)$
投资交易最核心的是，选标的，我们选择纳指，本身就是超过90%的普通者了，选时，美股90%的时间涨，10%的时间跌，看好纳指
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576
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沙漠追光大海逐风
沙漠追光大海逐风
·
12-12
$博通(AVGO)$
博通昨天业绩超预期，未来指引也不错，然后盘后大跌4%。简单说，老戏码了，之前博通也发生过这事。等两天差不多就抄底，过个一两个月就创新高。
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沙漠追光大海逐风
沙漠追光大海逐风
·
12-11
$恒生指数(HSI)$
港股水太深了，汇丰 腾讯这些玩意真能托指数，好多股八月份就见顶跌妈不认了，指数愣是没跌多少，有点想从港股撤离了，这市场不是人玩的。
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1
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沙漠追光大海逐风
沙漠追光大海逐风
·
12-11
$甲骨文(ORCL)$
甲骨文实际利润还是涨的很猛，下跌即买点，今天再跌就要建仓了
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373
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沙漠追光大海逐风
沙漠追光大海逐风
·
12-10
$腾讯控股(00700)$
H200的到来可以缓解长期以来的算力紧张。性能远超此前特供的H20芯片，可以加速大模型训练和应用落地，看好腾讯阿里
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沙漠追光大海逐风
沙漠追光大海逐风
·
12-09
$博通(AVGO)$
AVGO这股比英伟达还牛逼，天空才是他的尽头，还是维持博通对达子冲击极大的看法
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href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a>博通昨天业绩超预期，未来指引也不错，然后盘后大跌4%。简单说，老戏码了，之前博通也发生过这事。等两天差不多就抄底，过个一两个月就创新高。","text":"$博通(AVGO)$博通昨天业绩超预期，未来指引也不错，然后盘后大跌4%。简单说，老戏码了，之前博通也发生过这事。等两天差不多就抄底，过个一两个月就创新高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509909301678184","isVote":1,"tweetType":1,"viewCount":5227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509580231667816,"gmtCreate":1765441996544,"gmtModify":1765444533603,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000220","idStr":"9000000000000220"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>港股水太深了，汇丰 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href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>甲骨文实际利润还是涨的很猛，下跌即买点，今天再跌就要建仓了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>甲骨文实际利润还是涨的很猛，下跌即买点，今天再跌就要建仓了","text":"$甲骨文(ORCL)$甲骨文实际利润还是涨的很猛，下跌即买点，今天再跌就要建仓了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509579457626256","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509209177141352,"gmtCreate":1765351407060,"gmtModify":1765351409633,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000220","idStr":"9000000000000220"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>H200的到来可以缓解长期以来的算力紧张。性能远超此前特供的H20芯片，可以加速大模型训练和应用落地，看好腾讯阿里","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>H200的到来可以缓解长期以来的算力紧张。性能远超此前特供的H20芯片，可以加速大模型训练和应用落地，看好腾讯阿里","text":"$腾讯控股(00700)$H200的到来可以缓解长期以来的算力紧张。性能远超此前特供的H20芯片，可以加速大模型训练和应用落地，看好腾讯阿里","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509209177141352","isVote":1,"tweetType":1,"viewCount":1465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508864984395880,"gmtCreate":1765267375629,"gmtModify":1765268051836,"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000220","idStr":"9000000000000220"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a>AVGO这股比英伟达还牛逼，天空才是他的尽头，还是维持博通对达子冲击极大的看法","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a>AVGO这股比英伟达还牛逼，天空才是他的尽头，还是维持博通对达子冲击极大的看法","text":"$博通(AVGO)$AVGO这股比英伟达还牛逼，天空才是他的尽头，还是维持博通对达子冲击极大的看法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508864984395880","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}