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大小摩
大小摩
·
2025-12-31
这次好多牛啊！63%，是不是要打破“牛多吃牛”的宿命了？近期港股通休市，加上连续几天IPO，虽然今天IPO提前释放了
$恒生指数(HSI)$
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大小摩
大小摩
·
2025-12-30
有涨有跌能理解，但总是一天涨、N天跌，米粉都变米黑了。今天雷总的拆车预告和股价拉升，意义重大
$小米集团-W(01810)$
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大小摩
大小摩
·
2025-12-30
明天估计会有更多散户和anchor跑路，券商估计还会用绿鞋来保证不破发。大概率到1月末会跌破发行价，合理市值在60亿到70亿左右。跟几个美妆业内人士聊了聊，林清轩明年业绩大概率会下滑，60亿对应明年20x
$林清轩(02657)$
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大小摩
大小摩
·
2025-12-26
六日是不是出了什么利空消息？中午大跳水，尾盘还在慢慢出货
$上证指数(000001.SH)$
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317
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大小摩
大小摩
·
2025-12-25
像美光这种财报，跳空20%、30%才合理。机构怕美光是周期股，所以在这个位置有点怂。但随着周期股逻辑被证伪，美光会迎来估值修复，至少能达到海力士三星级别，PE到16左右
$美光科技(MU)$
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大小摩
大小摩
·
2025-12-25
这支股肯定要暴涨！
$英矽智能(03696)$
对标晶泰控股，预估能涨1.5倍。概念很有想象空间，潜力十足，大机构认可度也很高。祝中签的各位发财
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大小摩
大小摩
·
2025-12-24
$林清轩(02657)$
这其实是三个里最稳的，机构票，别贱卖了。机器人估值高，机构争议最大。英矽肯定受前面两只破发药的影响，所以化妆品最稳
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大小摩
大小摩
·
2025-12-23
动态PE才7倍，2026年的订单都签好了，就等数钱了。2027到2028年的大厂长协还在谈，供不应求，缺口很大。AI服务器太依赖AI存储芯片了，美光迎来5年以上的高光AI超级周期
$美光科技(MU)$
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大小摩
大小摩
·
2025-12-23
今天标普和纳斯达克高开缺口， btc和etc又冲不上去。市场现在在热炒圣诞行情，之后几天指数会不会出人意料地继续下探呢？
$比特币(BTC.USD.CC)$
$以太坊(ETH.USD.CC)$
$纳斯达克(.IXIC)$
$标普500(.SPX)$
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大小摩
大小摩
·
2025-12-22
喊破发的人心太黑了，这股四百亿市值，基石大佬们拿了一大半货。A股那两支3000亿的，破啥发啊，有多少打多少
$壁仞科技(06082)$
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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>","text":"像美光这种财报，跳空20%、30%才合理。机构怕美光是周期股，所以在这个位置有点怂。但随着周期股逻辑被证伪，美光会迎来估值修复，至少能达到海力士三星级别，PE到16左右 $美光科技(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514597452013936","isVote":1,"tweetType":1,"viewCount":5092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514590262309824,"gmtCreate":1766662354146,"gmtModify":1766662357012,"author":{"id":"9000000000000230","authorId":"9000000000000230","name":"大小摩","avatar":"https://static.tigerbbs.com/dd450d2367e62285a8c20a8d2b5fcdbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000230","idStr":"9000000000000230"},"themes":[],"htmlText":"这支股肯定要暴涨！ <a href=\"https://laohu8.com/S/03696\">$英矽智能(03696)$</a> 对标晶泰控股，预估能涨1.5倍。概念很有想象空间，潜力十足，大机构认可度也很高。祝中签的各位发财","listText":"这支股肯定要暴涨！ <a href=\"https://laohu8.com/S/03696\">$英矽智能(03696)$</a> 对标晶泰控股，预估能涨1.5倍。概念很有想象空间，潜力十足，大机构认可度也很高。祝中签的各位发财","text":"这支股肯定要暴涨！ $英矽智能(03696)$ 对标晶泰控股，预估能涨1.5倍。概念很有想象空间，潜力十足，大机构认可度也很高。祝中签的各位发财","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514590262309824","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514246602281944,"gmtCreate":1766578524305,"gmtModify":1766578527047,"author":{"id":"9000000000000230","authorId":"9000000000000230","name":"大小摩","avatar":"https://static.tigerbbs.com/dd450d2367e62285a8c20a8d2b5fcdbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000230","idStr":"9000000000000230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02657\">$林清轩(02657)$</a> 这其实是三个里最稳的，机构票，别贱卖了。机器人估值高，机构争议最大。英矽肯定受前面两只破发药的影响，所以化妆品最稳","listText":"<a href=\"https://laohu8.com/S/02657\">$林清轩(02657)$</a> 这其实是三个里最稳的，机构票，别贱卖了。机器人估值高，机构争议最大。英矽肯定受前面两只破发药的影响，所以化妆品最稳","text":"$林清轩(02657)$ 这其实是三个里最稳的，机构票，别贱卖了。机器人估值高，机构争议最大。英矽肯定受前面两只破发药的影响，所以化妆品最稳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514246602281944","isVote":1,"tweetType":1,"viewCount":9535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513941505560864,"gmtCreate":1766494054874,"gmtModify":1766494057087,"author":{"id":"9000000000000230","authorId":"9000000000000230","name":"大小摩","avatar":"https://static.tigerbbs.com/dd450d2367e62285a8c20a8d2b5fcdbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000230","idStr":"9000000000000230"},"themes":[],"htmlText":"动态PE才7倍，2026年的订单都签好了，就等数钱了。2027到2028年的大厂长协还在谈，供不应求，缺口很大。AI服务器太依赖AI存储芯片了，美光迎来5年以上的高光AI超级周期 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>","listText":"动态PE才7倍，2026年的订单都签好了，就等数钱了。2027到2028年的大厂长协还在谈，供不应求，缺口很大。AI服务器太依赖AI存储芯片了，美光迎来5年以上的高光AI超级周期 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>","text":"动态PE才7倍，2026年的订单都签好了，就等数钱了。2027到2028年的大厂长协还在谈，供不应求，缺口很大。AI服务器太依赖AI存储芯片了，美光迎来5年以上的高光AI超级周期 $美光科技(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513941505560864","isVote":1,"tweetType":1,"viewCount":1467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513933531427104,"gmtCreate":1766492108064,"gmtModify":1766495162281,"author":{"id":"9000000000000230","authorId":"9000000000000230","name":"大小摩","avatar":"https://static.tigerbbs.com/dd450d2367e62285a8c20a8d2b5fcdbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000230","idStr":"9000000000000230"},"themes":[],"htmlText":"今天标普和纳斯达克高开缺口， btc和etc又冲不上去。市场现在在热炒圣诞行情，之后几天指数会不会出人意料地继续下探呢？ <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> <a href=\"https://laohu8.com/S/ETH.USD.CC\">$以太坊(ETH.USD.CC)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","listText":"今天标普和纳斯达克高开缺口， btc和etc又冲不上去。市场现在在热炒圣诞行情，之后几天指数会不会出人意料地继续下探呢？ <a href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> <a href=\"https://laohu8.com/S/ETH.USD.CC\">$以太坊(ETH.USD.CC)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","text":"今天标普和纳斯达克高开缺口， btc和etc又冲不上去。市场现在在热炒圣诞行情，之后几天指数会不会出人意料地继续下探呢？ $比特币(BTC.USD.CC)$ $以太坊(ETH.USD.CC)$ $纳斯达克(.IXIC)$ $标普500(.SPX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513933531427104","isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513549153837176,"gmtCreate":1766404979449,"gmtModify":1766404981897,"author":{"id":"9000000000000230","authorId":"9000000000000230","name":"大小摩","avatar":"https://static.tigerbbs.com/dd450d2367e62285a8c20a8d2b5fcdbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000230","idStr":"9000000000000230"},"themes":[],"htmlText":"喊破发的人心太黑了，这股四百亿市值，基石大佬们拿了一大半货。A股那两支3000亿的，破啥发啊，有多少打多少 <a href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$</a>","listText":"喊破发的人心太黑了，这股四百亿市值，基石大佬们拿了一大半货。A股那两支3000亿的，破啥发啊，有多少打多少 <a href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$</a>","text":"喊破发的人心太黑了，这股四百亿市值，基石大佬们拿了一大半货。A股那两支3000亿的，破啥发啊，有多少打多少 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