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刀哥拉丝
刀哥拉丝
·
2024-10-09
$中芯国际(00981)$
看K线图说话，这个股这个位置成交量放量，说明是有资金在搞事情，调整的深度差不多，刚刚好把缺口补上
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刀哥拉丝
刀哥拉丝
·
2024-10-08
$三倍做多富时中国ETF-Direxion(YINN)$
这个时候最需要的是信心，信心比黄金重要，经过了一个国庆的酝酿，指数已经飞了，走出了右侧交易的趋势
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刀哥拉丝
刀哥拉丝
·
2024-09-09
$亚马逊(AMZN)$
亚马逊亏损，但营收一年比一年高，员工数一直在增长，研发投入持续增加，只要过了拐点自然就盈利了。
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刀哥拉丝
刀哥拉丝
·
2024-09-09
$英特尔(INTC)$
台积电的专家在接受台湾节目采访的时候说英特尔18a的专家水平比台积电高，然后到你这就是弱了。你可以说英特尔的博士不愿意三班倒，但是你说人家菜，那就是你啥也不懂了
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刀哥拉丝
刀哥拉丝
·
2024-09-07
$Faraday Future(FFIE)$
下周把剩下的利润出掉，沪港通留给其他人去博弈吧，这种垃圾进入沪港通把别人当傻子吗
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刀哥拉丝
刀哥拉丝
·
2024-09-07
$Faraday Future(FFIE)$
下周把剩下的利润出掉，沪港通留给其他人去博弈吧，这种垃圾进入沪港通把别人当傻子吗
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刀哥拉丝
刀哥拉丝
·
2024-09-07
$英特尔(INTC)$
在AI和人工智能领域的今天，INTEL的产品确实感觉是落伍了，因为大家比较的就不是一个方向。
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刀哥拉丝
刀哥拉丝
·
2024-09-02
$拼多多(PDD)$
由于拼多多的崛起，导致我们镇的儿童内衣现在用料越来越垃圾。只有尺码做的更小，面料更薄，拿货价才能便宜1到1.5，而质量好点的，只能供淘宝卖家，拼多多是按谁的出价低，就给谁流量。在这样的规则下，东西还能做好，就是见鬼了
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刀哥拉丝
刀哥拉丝
·
2024-09-02
$英伟达(NVDA)$
在我看来，AI未来几年肯定还是高景气，也是技术创新特别活跃，速度特别快的领域。在A股，最最核心的策略，是要能够跟上英伟达和台积电创新的节奏。如果仅仅是被动地承接任务，投机性的想法，生意不具备可持续性。 这些深层次的道理，跟中短期的业绩不相关，但再决定着股价。希望国内公司都向英伟达学习
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刀哥拉丝
刀哥拉丝
·
2024-08-30
$小米集团-W(01810)$
对于小米我看不出来持续性降低的逻辑。同时市场环境也是有利的，有利于性价比消费品。我画个饼权且看着，日本的优衣库 vs 中国的小米。另外，扣除汽车业务的亏损，今年小米主营业务的利润在280-300亿之间，即使扣除掉汽车业务的估值（小米汽车虽然亏损，但市值肯定是正的吧），没有超过15倍PE
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这个时候最需要的是信心，信心比黄金重要，经过了一个国庆的酝酿，指数已经飞了，走出了右侧交易的趋势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357890698412032","isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347477898035336,"gmtCreate":1725860250599,"gmtModify":1725860254560,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/8e51a63f0a1a13425ecd08fb8583607a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000314","authorIdStr":"9000000000000314"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <v-v data-views=\"1\"></v-v>亚马逊亏损，但营收一年比一年高，员工数一直在增长，研发投入持续增加，只要过了拐点自然就盈利了。","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <v-v 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href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>下周把剩下的利润出掉，沪港通留给其他人去博弈吧，这种垃圾进入沪港通把别人当傻子吗","text":"$Faraday Future(FFIE)$ 下周把剩下的利润出掉，沪港通留给其他人去博弈吧，这种垃圾进入沪港通把别人当傻子吗","images":[{"img":"https://static.tigerbbs.com/0cea824a2d174e15bcf8fa1c33f0db5f","width":"600","height":"471"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346610976788672","isVote":1,"tweetType":1,"viewCount":2363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":346611273367688,"gmtCreate":1725648672310,"gmtModify":1725648782458,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/8e51a63f0a1a13425ecd08fb8583607a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000314","authorIdStr":"9000000000000314"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>下周把剩下的利润出掉，沪港通留给其他人去博弈吧，这种垃圾进入沪港通把别人当傻子吗","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>下周把剩下的利润出掉，沪港通留给其他人去博弈吧，这种垃圾进入沪港通把别人当傻子吗","text":"$Faraday Future(FFIE)$ 下周把剩下的利润出掉，沪港通留给其他人去博弈吧，这种垃圾进入沪港通把别人当傻子吗","images":[{"img":"https://static.tigerbbs.com/0cea824a2d174e15bcf8fa1c33f0db5f","width":"600","height":"471"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346611273367688","isVote":1,"tweetType":1,"viewCount":2522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":346610006593672,"gmtCreate":1725648363039,"gmtModify":1725648367607,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/8e51a63f0a1a13425ecd08fb8583607a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000314","authorIdStr":"9000000000000314"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v>在AI和人工智能领域的今天，INTEL的产品确实感觉是落伍了，因为大家比较的就不是一个方向。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <v-v data-views=\"0\"></v-v>在AI和人工智能领域的今天，INTEL的产品确实感觉是落伍了，因为大家比较的就不是一个方向。","text":"$英特尔(INTC)$ 在AI和人工智能领域的今天，INTEL的产品确实感觉是落伍了，因为大家比较的就不是一个方向。","images":[{"img":"https://static.tigerbbs.com/2ca9dc8daaf46a96aa0648dee380b223","width":"500","height":"500"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346610006593672","isVote":1,"tweetType":1,"viewCount":2546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":345037866803440,"gmtCreate":1725259321395,"gmtModify":1725259410503,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/8e51a63f0a1a13425ecd08fb8583607a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000314","authorIdStr":"9000000000000314"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>由于拼多多的崛起，导致我们镇的儿童内衣现在用料越来越垃圾。只有尺码做的更小，面料更薄，拿货价才能便宜1到1.5，而质量好点的，只能供淘宝卖家，拼多多是按谁的出价低，就给谁流量。在这样的规则下，东西还能做好，就是见鬼了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>由于拼多多的崛起，导致我们镇的儿童内衣现在用料越来越垃圾。只有尺码做的更小，面料更薄，拿货价才能便宜1到1.5，而质量好点的，只能供淘宝卖家，拼多多是按谁的出价低，就给谁流量。在这样的规则下，东西还能做好，就是见鬼了","text":"$拼多多(PDD)$ 由于拼多多的崛起，导致我们镇的儿童内衣现在用料越来越垃圾。只有尺码做的更小，面料更薄，拿货价才能便宜1到1.5，而质量好点的，只能供淘宝卖家，拼多多是按谁的出价低，就给谁流量。在这样的规则下，东西还能做好，就是见鬼了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345037866803440","isVote":1,"tweetType":1,"viewCount":1938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345037067096304,"gmtCreate":1725259126154,"gmtModify":1725259127872,"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/8e51a63f0a1a13425ecd08fb8583607a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000314","authorIdStr":"9000000000000314"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>在我看来，AI未来几年肯定还是高景气，也是技术创新特别活跃，速度特别快的领域。在A股，最最核心的策略，是要能够跟上英伟达和台积电创新的节奏。如果仅仅是被动地承接任务，投机性的想法，生意不具备可持续性。 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