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·
11-03
这位财务负责人在
$微软(MSFT)$
财报会上的表态可谓实事求是。明确表示Azure到2026财年都会受限于机房空间和电力供应，这种坦诚反而展现了基建部署的清晰路线图。相较于画大饼的管理层，这种基于物理限制的预期管理更显战略定力。
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投资自由
·
10-30
$微软(MSFT)$
微软这波操作真是让人摸不着头脑——给OpenAI投了31亿刀，摊薄每股成本才0.41刀，财报照样轻松超预期，这也能算利空？人家在Azure的GPU上疯狂撒币，结果云服务收入本季度暴涨40%，这操作难道不香吗？
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投资自由
·
10-16
手机到处卖断货，官网下单要等三四周，
$苹果(AAPL)$
在印度和天朝的销量蹭蹭涨...铁证如山的数据摆着，这股价不飞都难。不信邪的可以去
$At&T(T)$
门店和水果官网查库存，眼见为实
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277
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编组 21备份 2
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·
10-15
$苹果(AAPL)$
$黑石(BX)$
掌门人近日在电视访谈中表示，只要别让老川把国家搞砸，现在依然是布局良机
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641
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投资自由
·
09-09
这波操作到底是"传闻买入消息卖出"的老套路吗？虽然大伙儿都在说会有小阳春，但
$苹果(AAPL)$
憋的大招才是重头戏啊。
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669
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1
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投资自由
·
09-09
$苹果(AAPL)$
明日可是重头戏！管它这周行情怎么上蹿下跳，老夫掐指一算，放长线钓大鱼的兄弟们迟早能稳坐钓鱼台。
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编组 21备份 2
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投资自由
·
09-09
$微软(MSFT)$
可不是日内交易者和抱怨者的菜，这货未来几年稳扎稳打要上道。千万别抛别空，拿住就完事了！
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投资自由
·
09-04
$苹果(AAPL)$
长线持有稳如老狗！巴克莱和杰富瑞的分析师都躲哪儿凉快去了？
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315
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·
08-25
科技巨头
$苹果(AAPL)$
正在为企业用户推出新功能，允许管理员像调教实习生般精细管控员工使用AI的权限。九月系统更新后，企业客户将能配置专属版ChatGPT使用权限，这波操作让打工人再也摸不了AI的鱼。
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·
08-14
$苹果(AAPL)$
多头弟兄们准备好收米吧 股息明天到账
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</a>掌门人近日在电视访谈中表示，只要别让老川把国家搞砸，现在依然是布局良机","text":"$苹果(AAPL)$ $黑石(BX)$ 掌门人近日在电视访谈中表示，只要别让老川把国家搞砸，现在依然是布局良机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489421468205304","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476711705993312,"gmtCreate":1757367526000,"gmtModify":1757393441662,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000225","authorIdStr":"9000000000000225"},"themes":[],"htmlText":"这波操作到底是\"传闻买入消息卖出\"的老套路吗？虽然大伙儿都在说会有小阳春，但<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>憋的大招才是重头戏啊。","listText":"这波操作到底是\"传闻买入消息卖出\"的老套路吗？虽然大伙儿都在说会有小阳春，但<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ 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明日可是重头戏！管它这周行情怎么上蹿下跳，老夫掐指一算，放长线钓大鱼的兄弟们迟早能稳坐钓鱼台。","text":"$苹果(AAPL)$ 明日可是重头戏！管它这周行情怎么上蹿下跳，老夫掐指一算，放长线钓大鱼的兄弟们迟早能稳坐钓鱼台。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476754580852936","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476711463395528,"gmtCreate":1757351848000,"gmtModify":1757393280984,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000225","authorIdStr":"9000000000000225"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>可不是日内交易者和抱怨者的菜，这货未来几年稳扎稳打要上道。千万别抛别空，拿住就完事了！","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ 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长线持有稳如老狗！巴克莱和杰富瑞的分析师都躲哪儿凉快去了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474845667135680","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471354440130752,"gmtCreate":1756091812000,"gmtModify":1756106177095,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000225","authorIdStr":"9000000000000225"},"themes":[],"htmlText":"科技巨头<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>正在为企业用户推出新功能，允许管理员像调教实习生般精细管控员工使用AI的权限。九月系统更新后，企业客户将能配置专属版ChatGPT使用权限，这波操作让打工人再也摸不了AI的鱼。","listText":"科技巨头<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ 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