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存钱游乐场
存钱游乐场
·
05-01
财报各个维度全面超预期,这下跌完全是情绪主导。获利盘太多了,震一震更利于继续上涨,把不坚定的筹码震下去
$闪迪(SNDK)$
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存钱游乐场
存钱游乐场
·
04-30
谷歌表现完全在预期内,基本是明牌,绝对的优等生,又强又稳,市场也很青睐。但现在别追高了,市场对谷歌已经够好了,溢价较高,再追利润空间有限。底部有买入的继续持有就行
$谷歌(GOOG)$
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存钱游乐场
存钱游乐场
·
04-29
真无语了,GaaS跌SaaS涨你跟着GaaS跌,SaaS跌GaaS涨你跟着SaaS跌。那今晚剧本已经写好了,四家财报谁跌跟谁: 微软跌了,微软和OpenAI有关系,甲骨文跌;亚马逊跌了,亚马逊投资了OpenAI,甲骨文跌;Meta跌了,Meta的AI不行→AI泡沫→GPU无用论→甲骨文这时候是GaaS,甲骨文跌;谷歌跌了,谷歌AI进展不顺,AI泡沫,甲骨文跌。 反过来如果他们涨了,谷歌涨了,谷歌自己的TPU发力了,GPU没用,甲骨文跌;微软涨了,切割OpenAI有用,甲骨文没切割,甲骨文跌;亚马逊涨了,亚马逊是电商有成熟云计算体系,甲骨文不够成熟,甲骨文在当前环境下是GaaS,甲骨文跌;Meta涨了,Meta涨跟甲骨文有啥关系,甲骨文是GaaS公司,甲骨文跌。
$甲骨文(ORCL)$
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存钱游乐场
存钱游乐场
·
04-27
从做大市值角度看,特斯拉和SpaceX合并或收购皆有可能。M7前面几家都有5万亿、4万亿、3万亿市值了,特斯拉明显太小,PE也太高,很不性感
$特斯拉(TSLA)$
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存钱游乐场
存钱游乐场
·
04-24
慢慢拉是因为空军主力没出全力,没有决一死战。等空头主力孤注一掷绝战时,多头拉5个点以上,简单说那天放量对攻拉升5个点以上,多散们就一定要跑了
$NQ100指数主连 2606(NQmain)$
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存钱游乐场
存钱游乐场
·
04-22
财报都知道不咋样,老马自己都说了第一二季度不好看。主要看指引,只要甩出机器人3和Robotaxi扩张路径,就能救股价
$特斯拉(TSLA)$
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存钱游乐场
存钱游乐场
·
04-21
感觉大家还是忽略了半年后中期选举民主党胜出可能受益的股票,这股绝对是最大受益者之一。不过涨太多了,只能把call卖了,保留正股
$联合健康(UNH)$
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存钱游乐场
存钱游乐场
·
04-20
伊朗都跟美国谈好了,任何消息出来都要Taco和护盘,直到所有空头替美国还清战争损失
$NQ100指数主连 2606(NQmain)$
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1,951
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2
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存钱游乐场
存钱游乐场
·
04-16
可以开仓试一试,365进场了。财报双beat不错,市场不买单短期回调刚好是开仓好时机。之前担心地缘政治不太敢买,2万亿都突破了,再往上走20%也不大,大胆入场
$台积电(TSM)$
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存钱游乐场
存钱游乐场
·
04-15
存量资金把成本降下来后,增量资金稍微一出手,股价就能飙。现在K线能不能三级跳跳出底部笼子,是未来升幅大小的关键
$甲骨文(ORCL)$
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href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","listText":"谷歌表现完全在预期内,基本是明牌,绝对的优等生,又强又稳,市场也很青睐。但现在别追高了,市场对谷歌已经够好了,溢价较高,再追利润空间有限。底部有买入的继续持有就行 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","text":"谷歌表现完全在预期内,基本是明牌,绝对的优等生,又强又稳,市场也很青睐。但现在别追高了,市场对谷歌已经够好了,溢价较高,再追利润空间有限。底部有买入的继续持有就行 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反过来如果他们涨了,谷歌涨了,谷歌自己的TPU发力了,GPU没用,甲骨文跌;微软涨了,切割OpenAI有用,甲骨文没切割,甲骨文跌;亚马逊涨了,亚马逊是电商有成熟云计算体系,甲骨文不够成熟,甲骨文在当前环境下是GaaS,甲骨文跌;Meta涨了,Meta涨跟甲骨文有啥关系,甲骨文是GaaS公司,甲骨文跌。$甲骨文(ORCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/558862588780640","isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470824502609204","authorId":"3470824502609204","name":"恭迎赵公明","avatar":"https://static.tigerbbs.com/14e875057f7675aee5522c6591adfcdf","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3470824502609204","idStr":"3470824502609204"},"content":"厉害厉害👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻","text":"厉害厉害👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻","html":"厉害厉害👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻"},{"author":{"id":"10000000000010487","authorId":"10000000000010487","name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010487","idStr":"10000000000010487"},"content":"这股 拿的安心, 不会有涨的怀疑人生的感觉。","text":"这股 拿的安心, 不会有涨的怀疑人生的感觉。","html":"这股 拿的安心, 不会有涨的怀疑人生的感觉。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558141585826656,"gmtCreate":1777297810242,"gmtModify":1777297812758,"author":{"id":"9000000000000231","authorId":"9000000000000231","name":"存钱游乐场","avatar":"https://static.tigerbbs.com/67592890bebcf079461acc4e4e6ba6f6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000231","idStr":"9000000000000231"},"themes":[],"title":"","htmlText":"从做大市值角度看,特斯拉和SpaceX合并或收购皆有可能。M7前面几家都有5万亿、4万亿、3万亿市值了,特斯拉明显太小,PE也太高,很不性感 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"从做大市值角度看,特斯拉和SpaceX合并或收购皆有可能。M7前面几家都有5万亿、4万亿、3万亿市值了,特斯拉明显太小,PE也太高,很不性感 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"从做大市值角度看,特斯拉和SpaceX合并或收购皆有可能。M7前面几家都有5万亿、4万亿、3万亿市值了,特斯拉明显太小,PE也太高,很不性感 $特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558141585826656","isVote":1,"tweetType":1,"viewCount":1739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557048504492896,"gmtCreate":1777030944682,"gmtModify":1777030947012,"author":{"id":"9000000000000231","authorId":"9000000000000231","name":"存钱游乐场","avatar":"https://static.tigerbbs.com/67592890bebcf079461acc4e4e6ba6f6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000231","idStr":"9000000000000231"},"themes":[],"title":"","htmlText":"慢慢拉是因为空军主力没出全力,没有决一死战。等空头主力孤注一掷绝战时,多头拉5个点以上,简单说那天放量对攻拉升5个点以上,多散们就一定要跑了 <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$</a>","listText":"慢慢拉是因为空军主力没出全力,没有决一死战。等空头主力孤注一掷绝战时,多头拉5个点以上,简单说那天放量对攻拉升5个点以上,多散们就一定要跑了 <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$</a>","text":"慢慢拉是因为空军主力没出全力,没有决一死战。等空头主力孤注一掷绝战时,多头拉5个点以上,简单说那天放量对攻拉升5个点以上,多散们就一定要跑了 $NQ100指数主连 2606(NQmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557048504492896","isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556376842892128,"gmtCreate":1776866964799,"gmtModify":1776866967042,"author":{"id":"9000000000000231","authorId":"9000000000000231","name":"存钱游乐场","avatar":"https://static.tigerbbs.com/67592890bebcf079461acc4e4e6ba6f6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000231","idStr":"9000000000000231"},"themes":[],"title":"","htmlText":"财报都知道不咋样,老马自己都说了第一二季度不好看。主要看指引,只要甩出机器人3和Robotaxi扩张路径,就能救股价 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"财报都知道不咋样,老马自己都说了第一二季度不好看。主要看指引,只要甩出机器人3和Robotaxi扩张路径,就能救股价 <a 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href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a>","text":"感觉大家还是忽略了半年后中期选举民主党胜出可能受益的股票,这股绝对是最大受益者之一。不过涨太多了,只能把call卖了,保留正股 $联合健康(UNH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556107020034088","isVote":1,"tweetType":1,"viewCount":2286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555735376248872,"gmtCreate":1776688039542,"gmtModify":1776688042400,"author":{"id":"9000000000000231","authorId":"9000000000000231","name":"存钱游乐场","avatar":"https://static.tigerbbs.com/67592890bebcf079461acc4e4e6ba6f6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000231","idStr":"9000000000000231"},"themes":[],"title":"","htmlText":"伊朗都跟美国谈好了,任何消息出来都要Taco和护盘,直到所有空头替美国还清战争损失 <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2606(NQmain)$</a>","listText":"伊朗都跟美国谈好了,任何消息出来都要Taco和护盘,直到所有空头替美国还清战争损失 <a 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2606(NQmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/555735376248872","isVote":1,"tweetType":1,"viewCount":1951,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/e27d4b46eee1454d2bd4f83bb56ab921","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"content":"还真是这样的,两边在配合演习,损失的都是市场,杀完多头第二天就轧空,空头力竭开始轧多","text":"还真是这样的,两边在配合演习,损失的都是市场,杀完多头第二天就轧空,空头力竭开始轧多","html":"还真是这样的,两边在配合演习,损失的都是市场,杀完多头第二天就轧空,空头力竭开始轧多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554332836246424,"gmtCreate":1776341464883,"gmtModify":1776345219667,"author":{"id":"9000000000000231","authorId":"9000000000000231","name":"存钱游乐场","avatar":"https://static.tigerbbs.com/67592890bebcf079461acc4e4e6ba6f6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000231","idStr":"9000000000000231"},"themes":[],"title":"","htmlText":"可以开仓试一试,365进场了。财报双beat不错,市场不买单短期回调刚好是开仓好时机。之前担心地缘政治不太敢买,2万亿都突破了,再往上走20%也不大,大胆入场 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