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赢在中国V
赢在中国V
·
02-27
市场反应过度——真正影响
$微软(MSFT)$
的事情是什么？没有。
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127
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编组 21备份 2
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赢在中国V
赢在中国V
·
02-09
$微软(MSFT)$
我感觉我们又重新获得了华尔街的青睐。
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595
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1
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赢在中国V
赢在中国V
·
02-06
$苹果(AAPL)$
商业模式真美好 – 巴菲特说得对。现金流就是王。
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551
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编组 21备份 2
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赢在中国V
赢在中国V
·
02-03
$微软(MSFT)$
该回购股票或多分红了
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782
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编组 21备份 2
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赢在中国V
赢在中国V
·
01-28
$微软(MSFT)$
分析师情绪看涨。目标价在$600到$650之间，远高于当前价$478.11，显示出强劲的增长预期。
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619
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编组 21备份 2
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赢在中国V
赢在中国V
·
01-28
如果净资产达到500万美元，会花25万美元买辆
$特斯拉(TSLA)$
吗？请诚实回答。
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1,198
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1
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1
编组 21备份 2
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赢在中国V
赢在中国V
·
01-26
为什么有人认为
$特斯拉(TSLA)$
未来几年无法增加收入和毛利？难道大家真的认为特斯拉不会扩展其Robotaxi车队、超级充电网络、全球汽车车队、FSD订阅服务、能源存储系统、太阳能业务乃至人形机器人吗？他们正采取亚马逊的模式，先搭建基础设施和基础，再扩大盈利。特斯拉在每个平台都实现了垂直整合。他们拥有绝大多数产品线的完整供应链。增长动能已经全面启动。
看
1,004
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赢在中国V
赢在中国V
·
2025-12-12
从估值角度看，
$微软(MSFT)$
在430到490美元区间震荡，这估值水平差不多是2018年以来最低的。也就2022年和2025年4月那会儿能见到这么便宜的价了。
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1,336
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1
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赢在中国V
赢在中国V
·
2025-12-09
各家门店突然开始限制
$苹果(AAPL)$
新机的购买数量，每人每周只能带回家一部。这种突如其来的抢购潮确实出乎不少人的预料，看来库克又要连夜改PPT了。
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1,040
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赢在中国V
赢在中国V
·
2025-12-01
根据最新财报披露，
$蔚来(NIO)$
持有的现金及各类存款总额达到367亿元人民币。企业在本季度成功实现运营现金流与自由现金流双正增长。
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1,417
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商业模式真美好 – 巴菲特说得对。现金流就是王。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529754353487968","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528647857999872,"gmtCreate":1770073180000,"gmtModify":1770115432752,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"赢在中国V","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>该回购股票或多分红了","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>该回购股票或多分红了","text":"$微软(MSFT)$ 该回购股票或多分红了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528647857999872","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526689216222320,"gmtCreate":1769607813000,"gmtModify":1770034313890,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"赢在中国V","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 分析师情绪看涨。目标价在$600到$650之间，远高于当前价$478.11，显示出强劲的增长预期。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 分析师情绪看涨。目标价在$600到$650之间，远高于当前价$478.11，显示出强劲的增长预期。","text":"$微软(MSFT)$ 分析师情绪看涨。目标价在$600到$650之间，远高于当前价$478.11，显示出强劲的增长预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526689216222320","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526543751074056,"gmtCreate":1769552857000,"gmtModify":1769599367291,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"赢在中国V","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"如果净资产达到500万美元，会花25万美元买辆<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>吗？请诚实回答。","listText":"如果净资产达到500万美元，会花25万美元买辆<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>吗？请诚实回答。","text":"如果净资产达到500万美元，会花25万美元买辆$特斯拉(TSLA)$ 吗？请诚实回答。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/526543751074056","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559157121318776","authorId":"3559157121318776","name":"温良恭","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":6,"crmLevelSwitch":0,"idStr":"3559157121318776","authorIdStr":"3559157121318776"},"content":"买啊，不买特斯拉你还能买啥？","text":"买啊，不买特斯拉你还能买啥？","html":"买啊，不买特斯拉你还能买啥？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525808862102240,"gmtCreate":1769379755000,"gmtModify":1769430252710,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"赢在中国V","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"为什么有人认为<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>未来几年无法增加收入和毛利？难道大家真的认为特斯拉不会扩展其Robotaxi车队、超级充电网络、全球汽车车队、FSD订阅服务、能源存储系统、太阳能业务乃至人形机器人吗？他们正采取亚马逊的模式，先搭建基础设施和基础，再扩大盈利。特斯拉在每个平台都实现了垂直整合。他们拥有绝大多数产品线的完整供应链。增长动能已经全面启动。","listText":"为什么有人认为<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>未来几年无法增加收入和毛利？难道大家真的认为特斯拉不会扩展其Robotaxi车队、超级充电网络、全球汽车车队、FSD订阅服务、能源存储系统、太阳能业务乃至人形机器人吗？他们正采取亚马逊的模式，先搭建基础设施和基础，再扩大盈利。特斯拉在每个平台都实现了垂直整合。他们拥有绝大多数产品线的完整供应链。增长动能已经全面启动。","text":"为什么有人认为$特斯拉(TSLA)$ 未来几年无法增加收入和毛利？难道大家真的认为特斯拉不会扩展其Robotaxi车队、超级充电网络、全球汽车车队、FSD订阅服务、能源存储系统、太阳能业务乃至人形机器人吗？他们正采取亚马逊的模式，先搭建基础设施和基础，再扩大盈利。特斯拉在每个平台都实现了垂直整合。他们拥有绝大多数产品线的完整供应链。增长动能已经全面启动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525808862102240","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509767678165136,"gmtCreate":1765485866000,"gmtModify":1765538595099,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"赢在中国V","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"从估值角度看，<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>在430到490美元区间震荡，这估值水平差不多是2018年以来最低的。也就2022年和2025年4月那会儿能见到这么便宜的价了。","listText":"从估值角度看，<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>在430到490美元区间震荡，这估值水平差不多是2018年以来最低的。也就2022年和2025年4月那会儿能见到这么便宜的价了。","text":"从估值角度看，$微软(MSFT)$ 在430到490美元区间震荡，这估值水平差不多是2018年以来最低的。也就2022年和2025年4月那会儿能见到这么便宜的价了。","images":[{"img":"https://static.tigerbbs.com/53ed55aaf79bc0dd660b2cf4de26a7b0","width":"480","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509767678165136","isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":508719157137512,"gmtCreate":1765226393000,"gmtModify":1765265700892,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"赢在中国V","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"各家门店突然开始限制<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>新机的购买数量，每人每周只能带回家一部。这种突如其来的抢购潮确实出乎不少人的预料，看来库克又要连夜改PPT了。","listText":"各家门店突然开始限制<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>新机的购买数量，每人每周只能带回家一部。这种突如其来的抢购潮确实出乎不少人的预料，看来库克又要连夜改PPT了。","text":"各家门店突然开始限制$苹果(AAPL)$ 新机的购买数量，每人每周只能带回家一部。这种突如其来的抢购潮确实出乎不少人的预料，看来库克又要连夜改PPT了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508719157137512","isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505871168266392,"gmtCreate":1764520851000,"gmtModify":1764605187898,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"赢在中国V","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"title":"","htmlText":"根据最新财报披露，<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>持有的现金及各类存款总额达到367亿元人民币。企业在本季度成功实现运营现金流与自由现金流双正增长。","listText":"根据最新财报披露，<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>持有的现金及各类存款总额达到367亿元人民币。企业在本季度成功实现运营现金流与自由现金流双正增长。","text":"根据最新财报披露，$蔚来(NIO)$ 持有的现金及各类存款总额达到367亿元人民币。企业在本季度成功实现运营现金流与自由现金流双正增长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505871168266392","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}
