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搞钱树
搞钱树
·
03-02
$中远海能(01138)$
几十年不遇的vlcc的外部因素催生的行情，不知道有什么好担心的 （1）供给侧缩减，上一波是04-07年 （2）opec增产周期 （3）封锁海峡，从70年代开始也就那么几次机会。这一次是好几波利好因素叠加在一起，真的是几十年不遇的行情
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搞钱树
搞钱树
·
02-27
$英伟达(NVDA)$
AI产业趋势没问题。英伟达Q4营收利润都超预期了，只不过是有资金博弈的影响
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1
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搞钱树
搞钱树
·
02-26
$英伟达(NVDA)$
英伟达的上涨逻辑链条是这样的 1，微软给OpenAI砸下数百亿美元投资，获得绝对控制权； 2，OpenAI拿着微软的钱，疯狂采购英伟达的高端GPU芯片； 3，英伟达营收暴增、股价大涨，再反过来投资AI初创公司； 4，这些AI初创公司拿到投资后，第一时间继续购买英伟达芯片； 5，英伟达业绩再次超预期，股价继续涨，循环不断放大。 钱从微软出发，绕了一大圈，最终全部来到英伟达的口袋里。
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搞钱树
搞钱树
·
02-25
$闪迪(SNDK)$
假设存储的景气周期维持多1-2年，新产能应该出来了吧？SNDK赚多1-2年的钱，每年赚100亿，接下来要怎么估值？目前接近1000亿的市值
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搞钱树
搞钱树
·
02-23
$黄金主连 2604(GCmain)$
明天开工，假期不光是有色金属和贵金属，包括原油在内的整个资源品全面上涨，1.30日逃顶的黄金仓位可以回补了
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搞钱树
搞钱树
·
02-23
$恒生科技指数(HSTECH)$
哈哈这个是不是抽老千呀，每次都是拉高让内资接盘。港股通是不是应该跟着港股营业时间一样才合理呀。
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609
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搞钱树
搞钱树
·
02-19
$纳斯达克(.IXIC)$
天天吹AI人工智能宏大叙事的人是不是脑子有包？利润呢？营收呢？成本呢？现在这AI不就是巴菲特说的对面商场大成本安装电梯，你方商场被迫安装。客户体验提高了，但商场人流没有增加，但投入成本增加导致利润减少。真是太阳底下没有新鲜事。以前那个宏大叙事叫电梯，现在这个叫AI人工智能
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搞钱树
搞钱树
·
02-17
$苹果(AAPL)$
苹果总是后发制人，证明现在的ai还是没有什么盈利能力，等到苹果有产品再进入时才是ai消费时代
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搞钱树
搞钱树
·
02-17
$MITON UK MICROCAP TRUST PLC(MINI.UK)$
minimax疯狂的炒作，会到5000亿吗？泡沫之旅速度有点快，难道会炒作的万亿再崩盘？
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搞钱树
·
02-16
$恒生指数(HSI)$
大家都想着过年前，港股往上拉。！今年估计事与愿违啊，主力想下砸呀！
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钱从微软出发，绕了一大圈，最终全部来到英伟达的口袋里。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/536880254525472","isVote":1,"tweetType":1,"viewCount":2315,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"content":"美股从来不是没有泡沫，而是泡沫一时半会破不了，买盘强，会找各种故事给他续上，直到泡沫实在无以为继，但一崩就是真的血崩，特别是基本面不强的中小个股直接能朝着归零冲。","text":"美股从来不是没有泡沫，而是泡沫一时半会破不了，买盘强，会找各种故事给他续上，直到泡沫实在无以为继，但一崩就是真的血崩，特别是基本面不强的中小个股直接能朝着归零冲。","html":"美股从来不是没有泡沫，而是泡沫一时半会破不了，买盘强，会找各种故事给他续上，直到泡沫实在无以为继，但一崩就是真的血崩，特别是基本面不强的中小个股直接能朝着归零冲。"},{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"idStr":"3498680662745699","authorIdStr":"3498680662745699"},"content":"openAI租用甲骨文等AI中游数据中心的算力，AI中游朝上游辉达买算力设备，辉达再把收益投资给AI下游企业比如openAI。 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href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a>假设存储的景气周期维持多1-2年，新产能应该出来了吧？SNDK赚多1-2年的钱，每年赚100亿，接下来要怎么估值？目前接近1000亿的市值","text":"$闪迪(SNDK)$假设存储的景气周期维持多1-2年，新产能应该出来了吧？SNDK赚多1-2年的钱，每年赚100亿，接下来要怎么估值？目前接近1000亿的市值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536477304369248","isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535892242170448,"gmtCreate":1771853384840,"gmtModify":1771853386942,"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000221","authorIdStr":"9000000000000221"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 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