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投资自由
投资自由
·
04-28
$微软(MSFT)$
微软的前瞻市盈率是22。和谷歌、亚马逊、苹果、博通相比，我觉得它被大幅低估了。
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528
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1
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投资自由
·
04-24
$微软(MSFT)$
图表显示杯形，明天会有柄。今天跌，明天涨。
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534
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投资自由
·
04-23
$微软(MSFT)$
先是因AI会损害软件业务而被锤，后来投资AI也不被看好。但说到底，耐心点，
$微软(MSFT)$
没什么问题。
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318
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投资自由
·
04-23
$苹果(AAPL)$
苹果的策略是做到最好，而不是第一个做。 iPhone 在 2007 年推出时，并不是市场上的第一款智能手机。更早的设备，比如 Blackberry 和 Palm Treo，已经开创了移动计算和电子邮件。不过，iPhone 结合了响应式的多触控界面、时尚的设计和直观的软件，重新定义了这个类别。 在 iPod 于 2001 年面世之前，便携音乐播放器已经很常见，但通常笨重且难用。iPod 不是第一款基于硬盘的音乐播放器，但它简单的滚轮和快速的 iTunes 同步，创造了远胜以往的用户体验。 iPad 在 2010 年发布，比微软的首批平板电脑晚了几年。早期的 Windows 平板并不受欢迎，但苹果专注于手指友好的界面，让 iPad 成了一款突破性的、商业上成功的产品。 苹果对 Apple Watch 和 Vision Pro 头显也采取了类似的做法。两者都在竞争对手进入市场多年后才推出，但更强调一致性和高端的体验。
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159
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投资自由
·
04-16
$苹果(AAPL)$
苹果今天上涨，原因是法官在案件审理中允许苹果继续每年从谷歌获得200亿美元，作为Safari默认搜索引擎的费用。
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226
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投资自由
·
03-27
在政策转变中，
$苹果(AAPL)$
向竞争对手的 AI 助手开放 Siri AI。这是个大消息。
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451
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投资自由
·
03-10
$微软(MSFT)$
核心业务依然强劲，但市场正非常紧密地关注AI支出。
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1,290
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投资自由
·
02-27
内存价格上涨，
$苹果(AAPL)$
在智能手机市场的份额估计能增加。挺好。
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962
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投资自由
·
02-23
生态系统确实很有粘性。
$苹果(AAPL)$
的每次下跌，最终都成了长期机会。
看
856
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投资自由
·
02-03
由于印度的关税新闻，可能期待
$苹果(AAPL)$
重新评级。
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990
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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>苹果的策略是做到最好，而不是第一个做。 iPhone 在 2007 年推出时，并不是市场上的第一款智能手机。更早的设备，比如 Blackberry 和 Palm Treo，已经开创了移动计算和电子邮件。不过，iPhone 结合了响应式的多触控界面、时尚的设计和直观的软件，重新定义了这个类别。 在 iPod 于 2001 年面世之前，便携音乐播放器已经很常见，但通常笨重且难用。iPod 不是第一款基于硬盘的音乐播放器，但它简单的滚轮和快速的 iTunes 同步，创造了远胜以往的用户体验。 iPad 在 2010 年发布，比微软的首批平板电脑晚了几年。早期的 Windows 平板并不受欢迎，但苹果专注于手指友好的界面，让 iPad 成了一款突破性的、商业上成功的产品。 苹果对 Apple Watch 和 Vision Pro 头显也采取了类似的做法。两者都在竞争对手进入市场多年后才推出，但更强调一致性和高端的体验。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>苹果的策略是做到最好，而不是第一个做。 iPhone 在 2007 年推出时，并不是市场上的第一款智能手机。更早的设备，比如 Blackberry 和 Palm Treo，已经开创了移动计算和电子邮件。不过，iPhone 结合了响应式的多触控界面、时尚的设计和直观的软件，重新定义了这个类别。 在 iPod 于 2001 年面世之前，便携音乐播放器已经很常见，但通常笨重且难用。iPod 不是第一款基于硬盘的音乐播放器，但它简单的滚轮和快速的 iTunes 同步，创造了远胜以往的用户体验。 iPad 在 2010 年发布，比微软的首批平板电脑晚了几年。早期的 Windows 平板并不受欢迎，但苹果专注于手指友好的界面，让 iPad 成了一款突破性的、商业上成功的产品。 苹果对 Apple Watch 和 Vision Pro 头显也采取了类似的做法。两者都在竞争对手进入市场多年后才推出，但更强调一致性和高端的体验。","text":"$苹果(AAPL)$ 苹果的策略是做到最好，而不是第一个做。 iPhone 在 2007 年推出时，并不是市场上的第一款智能手机。更早的设备，比如 Blackberry 和 Palm Treo，已经开创了移动计算和电子邮件。不过，iPhone 结合了响应式的多触控界面、时尚的设计和直观的软件，重新定义了这个类别。 在 iPod 于 2001 年面世之前，便携音乐播放器已经很常见，但通常笨重且难用。iPod 不是第一款基于硬盘的音乐播放器，但它简单的滚轮和快速的 iTunes 同步，创造了远胜以往的用户体验。 iPad 在 2010 年发布，比微软的首批平板电脑晚了几年。早期的 Windows 平板并不受欢迎，但苹果专注于手指友好的界面，让 iPad 成了一款突破性的、商业上成功的产品。 苹果对 Apple Watch 和 Vision Pro 头显也采取了类似的做法。两者都在竞争对手进入市场多年后才推出，但更强调一致性和高端的体验。","images":[{"img":"https://static.tigerbbs.com/0914f6b740b139b85daddde9da323e56","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556518694780952","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":554301064204368,"gmtCreate":1776269812000,"gmtModify":1776393928946,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000225","idStr":"9000000000000225"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>苹果今天上涨，原因是法官在案件审理中允许苹果继续每年从谷歌获得200亿美元，作为Safari默认搜索引擎的费用。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>苹果今天上涨，原因是法官在案件审理中允许苹果继续每年从谷歌获得200亿美元，作为Safari默认搜索引擎的费用。","text":"$苹果(AAPL)$ 苹果今天上涨，原因是法官在案件审理中允许苹果继续每年从谷歌获得200亿美元，作为Safari默认搜索引擎的费用。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554301064204368","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546957332631592,"gmtCreate":1774548712000,"gmtModify":1774869317912,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000225","idStr":"9000000000000225"},"themes":[],"title":"","htmlText":"在政策转变中，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 向竞争对手的 AI 助手开放 Siri AI。这是个大消息。","listText":"在政策转变中，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 向竞争对手的 AI 助手开放 Siri AI。这是个大消息。","text":"在政策转变中，$苹果(AAPL)$ 向竞争对手的 AI 助手开放 Siri AI。这是个大消息。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546957332631592","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541150478505016,"gmtCreate":1773135812000,"gmtModify":1773218339663,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000225","idStr":"9000000000000225"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 核心业务依然强劲，但市场正非常紧密地关注AI支出。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a><v-v data-views=\"1\"></v-v> 核心业务依然强劲，但市场正非常紧密地关注AI支出。","text":"$微软(MSFT)$ 核心业务依然强劲，但市场正非常紧密地关注AI支出。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541150478505016","isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537144970571896,"gmtCreate":1772147748000,"gmtModify":1772173941031,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000225","idStr":"9000000000000225"},"themes":[],"title":"","htmlText":"内存价格上涨，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>在智能手机市场的份额估计能增加。挺好。","listText":"内存价格上涨，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>在智能手机市场的份额估计能增加。挺好。","text":"内存价格上涨，$苹果(AAPL)$ 在智能手机市场的份额估计能增加。挺好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537144970571896","isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535852884709496,"gmtCreate":1771840202000,"gmtModify":1771931844656,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000225","idStr":"9000000000000225"},"themes":[],"title":"","htmlText":"生态系统确实很有粘性。<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>的每次下跌，最终都成了长期机会。","listText":"生态系统确实很有粘性。<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>的每次下跌，最终都成了长期机会。","text":"生态系统确实很有粘性。$苹果(AAPL)$ 的每次下跌，最终都成了长期机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535852884709496","isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528674333262088,"gmtCreate":1770065950000,"gmtModify":1770117417571,"author":{"id":"9000000000000225","authorId":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000225","idStr":"9000000000000225"},"themes":[],"title":"","htmlText":"由于印度的关税新闻，可能期待<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>重新评级。","listText":"由于印度的关税新闻，可能期待<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>重新评级。","text":"由于印度的关税新闻，可能期待$苹果(AAPL)$ 重新评级。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528674333262088","isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}