目前持仓OKLO、C_老虎社区_美港股上老虎

请叫我瞳哥
05-01

目前持仓OKLO、CRML，分享下核心看多逻辑：

OKLO是AI+SMR核电核心标的，AI数据中心刚需稳定零碳电力，绑定英伟达、Meta，美国政策扶持、现金充足，商业化临近兑现，赛道稀缺资金抱团。

CRML稀土+欧洲锂矿双主线，卡位欧美新能源资源自主供应链，项目资质落地+收购扩容，小市值高弹性，估值有重估上涨空间。

CRML在周三发出价格下跌就是买入的区间，周四就马上反弹。继续持有

OKLO，第一目标90美元，第二目标是100美元以上，短期的回撤就是买入点。

$Oklo Inc.(OKLO)$

# 美伊僵局难解！油价继续冲高？黄金能否入手？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

CareyDunlop
·05-01
OKLO这逻辑挺硬，AI+核电确实稀缺。
回复
点赞
举报
我是你的好朋友
·05-01
严重同意！！！
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":559540049483728,"tweetId":"559540049483728","gmtCreate":1777638235598,"gmtModify":1777638239855,"author":{"id":4235754457199412,"idStr":"4235754457199412","authorId":4235754457199412,"authorIdStr":"4235754457199412","name":"请叫我瞳哥","avatar":"https://static.tigerbbs.com/913539812ee1ad056132f12f82e124b3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[{"themeId":"c7beb8c494764725b3b94f2f414bb12c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"美伊僵局难解！油价继续冲高？黄金能否入手？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":c7beb8c494764725b3b94f2f414bb12c}&rnconfig={\"headerBarHidden\": true}","description":"市场对冲突短期内得以化解的预期明显降温，美伊僵局难解，周二WTI原油期货收涨3.69%，创4月13日以来的最高水平；金价大跌1.8%，跌破4600美元关口。白银跌超3%。【短期油价波动是否会持续？现在还不是入手黄金的时机吗？】","image":"https://static.tigerbbs.com/9cbf18f7a1c154ab922cf947be106842"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body> \n目前持仓OKLO、CRML，分享下核心看多逻辑：\nOKLO是AI+SMR核电核心标的，AI数据中心刚需稳定零碳电力，绑定英伟达、Meta，美国政策扶持、现金充足，商业化临近兑现，赛道稀缺资金抱团。\nCRML稀土+欧洲锂矿双主线，卡位欧美新能源资源自主供应链，项目资质落地+收购扩容，小市值高弹性，估值有重估上涨空间。\nCRML在周三发出价格下跌就是买入的区间，周四就马上反弹。继续持有\n \nOKLO，第一目标90美元，第二目标是100美元以上，短期的回撤就是买入点。\n<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a>&nbsp;</body></html>","htmlText":"<html><head></head><body> \n目前持仓OKLO、CRML，分享下核心看多逻辑：\nOKLO是AI+SMR核电核心标的，AI数据中心刚需稳定零碳电力，绑定英伟达、Meta，美国政策扶持、现金充足，商业化临近兑现，赛道稀缺资金抱团。\nCRML稀土+欧洲锂矿双主线，卡位欧美新能源资源自主供应链，项目资质落地+收购扩容，小市值高弹性，估值有重估上涨空间。\nCRML在周三发出价格下跌就是买入的区间，周四就马上反弹。继续持有\n \nOKLO，第一目标90美元，第二目标是100美元以上，短期的回撤就是买入点。\n<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a>&nbsp;</body></html>","text":"目前持仓OKLO、CRML，分享下核心看多逻辑： OKLO是AI+SMR核电核心标的，AI数据中心刚需稳定零碳电力，绑定英伟达、Meta，美国政策扶持、现金充足，商业化临近兑现，赛道稀缺资金抱团。 CRML稀土+欧洲锂矿双主线，卡位欧美新能源资源自主供应链，项目资质落地+收购扩容，小市值高弹性，估值有重估上涨空间。 CRML在周三发出价格下跌就是买入的区间，周四就马上反弹。继续持有 OKLO，第一目标90美元，第二目标是100美元以上，短期的回撤就是买入点。 $Oklo Inc.(OKLO)$","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/559540049483728","repostId":0,"isVote":1,"tweetType":1,"viewCount":1100,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["OKLO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":405,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":559551952704672,"commentId":"559551952704672","gmtCreate":1777641148327,"gmtModify":1777647997705,"authorId":9000000000000661,"author":{"id":9000000000000661,"idStr":"9000000000000661","authorId":9000000000000661,"name":"CareyDunlop","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":559540049483728,"objectIdStr":"559540049483728","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"OKLO这逻辑挺硬，AI+核电确实稀缺。","text":"OKLO这逻辑挺硬，AI+核电确实稀缺。","html":"OKLO这逻辑挺硬，AI+核电确实稀缺。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":559559021011520,"commentId":"559559021011520","gmtCreate":1777642886856,"gmtModify":1777642893033,"authorId":3483668508098944,"author":{"id":3483668508098944,"idStr":"3483668508098944","authorId":3483668508098944,"name":"我是你的好朋友","avatar":"https://static.tigerbbs.com/5dc815b7a699ae826c85c81bde358c45","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":559540049483728,"objectIdStr":"559540049483728","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"严重同意！！！","text":"严重同意！！！","html":"严重同意！！！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}

评论（2）

热议股票