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高芬卡FD
05-20 21:02
$拼多多(PDD)$
拼多多财报预测 希望不被打脸收入:790-860亿元利润: 175 -215亿元
高芬卡FD
05-20 20:55
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
这么多大佬都在唱多、做多阿里,阿里真的硬起来了吗?阿里目前处于一个短期没法被证伪的阶段,虽然电商的基本盘依然非常烂,但是非要做一些乐观积极的数据来给市场信心也不是不行;虽然公司依然问题重重,但是管理层有巨大的动力不停地释放积极信号;同时还有一些例如AI之类的同样短期不可证伪的“利好概念”可以炒作,加上公司足够便宜,这就是当下涨的理由。
高芬卡FD
05-20 20:49
$Crown Electrokinetics Corp.(CRKN)$
挂的0.15的卖单,可惜卖早了!不过收益了70%,也算满意了,如果多拿一分钟,还能再赚40%,可惜没有如果。
高芬卡FD
05-17
$百度(BIDU)$
$百度集团-SW(09888)$
最大的问题还是AI有可能完全颠覆搜索引擎的逻辑,Google为什么抢在openAI之前推AI搜索,害怕自己的基本盘被人抄底了呗。其实这几年大厂之间各种搞信息孤岛,微信搜索早就已经成为很多人查找信息的首选,但是还是有相当大比例人习惯用百度一下。当有一天AI技术成熟到位,用户体验可以吊打传统搜索引擎的时候,百度的基本盘就真的岌岌可危。不可否认百度文心一言目前在国内还是用户体验绝对第一的大模型,但这还不够,远远不够。如果不能快速跟上海外巨头,某一天海那边开源了一个更牛逼的大模型,那百度现在用文心一言构建的优势很容易也会被颠覆。这就是为什么百度的短期业绩超预期,文心一言客观上做的也还不错,但我还是很难看好他。话说回来,我自己现在用搜索已经更习惯先看看秘塔AI,可惜秘塔似乎还不能抓取微信订阅号的内容,否则体验可能会更好。但是国内的AI工具,我还是优先用文心一言。
高芬卡FD
05-17
$英伟达(NVDA)$
下周英伟达2025Q1财报,拍脑袋给个预测,净利润153.5亿,利润率57.5%,营收267亿
高芬卡FD
05-16
$苹果(AAPL)$
苹果$AAPL新款 iPad Pro 今年的出货量预计仅为 450 万至 500 万台,仅占去年 iPad 整体出货量 5,400 万台的一小部分
高芬卡FD
05-16
$AMC院线(AMC)$
觉这个套路很深,操作的时机和方式很影响效果,很容易被洗被套。特别是权,容易归蛋。但目前可以空的票归0了,还有两天,看明天这个怎么演[抄底] 如果盘前到6+的话……
高芬卡FD
05-15
$游戏驿站(GME)$
等到这股回归常态的低点以后,我再来告诉你这次为什么和2021年那次的表现极为不一样,为什么时间和幅度已经到头尾声的秘密原因,暂时我先不透露。
高芬卡FD
05-15
$苹果(AAPL)$
苹果如果定义为有护城河的消费公司,那这样的估值和高利润率是不可能长期保持的,只有创新不断的高科技公司才能保持足够宽的护城河,苹果乔布斯之后就没有推出成功新品(iPad也是乔布斯之前的规划),如果不是美打压华为,苹果颓势早现。巴菲特减持已经迟了。两年前减持还可以在微软等AI公司下点注,现在只有持现金等待机会。我估计巴菲特有意再增持富国银行,不过富国银行貌似不买账,自己大幅回购了。苹果作为没有增长的消费类公司,即使还有较宽护城河,也是不配得到目前估值的。
高芬卡FD
05-14
$美团-W(03690)$
美团从底部快翻倍了,我是从80~60多都在买,赚了80%。看了下今年1月11日还在和一个网友争执是否应该拿伊利买美团,伊利也是个好公司我一直推荐我老婆买,她受不了这么大的波动,让她收收股息+博个牛市也能赚钱。当然还是美团更有诱惑,目前持仓市值40w
高芬卡FD
05-14
$PDD Holdings Inc(PDD)$
「拼多多旗下跨境电商平台Temu在美国市场的销售额预计占其总销量的不到三分之一。面对美国市场的销售挑战,Temu计划调整其战略方向,重点转向吸引和获取欧洲用户。」这个是意料之中,3个月前就预测到了,显而易见的选择。优秀的企业和管理层总会找到克服困难,继续成长的方法。看好TEMU今年600亿美金的GMV能够达成。
高芬卡FD
04-25
$哔哩哔哩(BILI)$
$哔哩哔哩-W(09626)$
kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜
高芬卡FD
04-25
$英伟达(NVDA)$
作为全球最大的GPU芯片供应商,英伟达在AI热潮中成为赚钱的代名词。自2022年底ChatGPT发布以来,英伟达股价和市值持续飙升,成为AI热潮中的焦点。2023年,英伟达累计涨幅近240%,是AI潮流中的最大赢家之一。
高芬卡FD
04-23
$美国超微公司(AMD)$
AI业务占比不高,却炒出了天量估值,在这个估值上,这就是个垃圾股
高芬卡FD
04-23
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意
高芬卡FD
04-23
$理想汽车(LI)$
理想最大的问题是降价,但用了一堆廉价的东西。欣旺达磷酸铁锂,减配一堆,相对m78,这样买车的人像吃了坨米田共。产品也廉价化了,最终靠性价比去和小米卷吧。
高芬卡FD
04-16
$超微电脑(SMCI)$
仔细看,颈线以上是个小头肩顶,现在很有可能是正在做大的头肩顶的右肩过程中。按计划,只要上涨不破新高却回调,跌破颈线位后就可做空。
高芬卡FD
04-16
$拼多多(PDD)$
一季度,全国网上零售额33082亿元,同比增长12.4%。其中,实物商品网上零售额28053亿元,增长11.6%。
$拼多多(PDD)$
国内业绩,有保障,稳稳的。
高芬卡FD
04-15
财务投资的弊端:
$腾讯控股(00700)$
投资一大堆公司股权不见得是一件好事。投资一堆股权是最不可预测结果的现金管理行为, 这不如 苹果
$苹果(AAPL)$
持续的回购与分红稳定。况且腾讯的长期持续回购思路,其实也有待清晰。
高芬卡FD
04-15
听上去科幻,实际非常正常——英伟达
$英伟达(NVDA)$
拥有全世界最好的大语言模型训练/推理芯片,但没有推出任何一款聊天机器人。一直以来,英伟达关注的是先进算法的前瞻式研究,以及针对先进算法打造芯片产品和开发支持工具,扮演AI淘金热中的卖铲人。然而,即使身为顶级卖铲人,英伟达擅长的也只是给出一把趁手的铲子和标准使用说明,如果要问“铲子有哪四种使法”,那英伟达就得懵圈了。而开发量产车自动驾驶算法,是英伟达头一次越过卖铲人定位,和下游客户一起挖矿。
去老虎APP查看更多动态
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最大的问题还是AI有可能完全颠覆搜索引擎的逻辑,Google为什么抢在openAI之前推AI搜索,害怕自己的基本盘被人抄底了呗。其实这几年大厂之间各种搞信息孤岛,微信搜索早就已经成为很多人查找信息的首选,但是还是有相当大比例人习惯用百度一下。当有一天AI技术成熟到位,用户体验可以吊打传统搜索引擎的时候,百度的基本盘就真的岌岌可危。不可否认百度文心一言目前在国内还是用户体验绝对第一的大模型,但这还不够,远远不够。如果不能快速跟上海外巨头,某一天海那边开源了一个更牛逼的大模型,那百度现在用文心一言构建的优势很容易也会被颠覆。这就是为什么百度的短期业绩超预期,文心一言客观上做的也还不错,但我还是很难看好他。话说回来,我自己现在用搜索已经更习惯先看看秘塔AI,可惜秘塔似乎还不能抓取微信订阅号的内容,否则体验可能会更好。但是国内的AI工具,我还是优先用文心一言。","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <v-v data-views=\"1\"></v-v> 最大的问题还是AI有可能完全颠覆搜索引擎的逻辑,Google为什么抢在openAI之前推AI搜索,害怕自己的基本盘被人抄底了呗。其实这几年大厂之间各种搞信息孤岛,微信搜索早就已经成为很多人查找信息的首选,但是还是有相当大比例人习惯用百度一下。当有一天AI技术成熟到位,用户体验可以吊打传统搜索引擎的时候,百度的基本盘就真的岌岌可危。不可否认百度文心一言目前在国内还是用户体验绝对第一的大模型,但这还不够,远远不够。如果不能快速跟上海外巨头,某一天海那边开源了一个更牛逼的大模型,那百度现在用文心一言构建的优势很容易也会被颠覆。这就是为什么百度的短期业绩超预期,文心一言客观上做的也还不错,但我还是很难看好他。话说回来,我自己现在用搜索已经更习惯先看看秘塔AI,可惜秘塔似乎还不能抓取微信订阅号的内容,否则体验可能会更好。但是国内的AI工具,我还是优先用文心一言。","text":"$百度(BIDU)$ $百度集团-SW(09888)$ 最大的问题还是AI有可能完全颠覆搜索引擎的逻辑,Google为什么抢在openAI之前推AI搜索,害怕自己的基本盘被人抄底了呗。其实这几年大厂之间各种搞信息孤岛,微信搜索早就已经成为很多人查找信息的首选,但是还是有相当大比例人习惯用百度一下。当有一天AI技术成熟到位,用户体验可以吊打传统搜索引擎的时候,百度的基本盘就真的岌岌可危。不可否认百度文心一言目前在国内还是用户体验绝对第一的大模型,但这还不够,远远不够。如果不能快速跟上海外巨头,某一天海那边开源了一个更牛逼的大模型,那百度现在用文心一言构建的优势很容易也会被颠覆。这就是为什么百度的短期业绩超预期,文心一言客观上做的也还不错,但我还是很难看好他。话说回来,我自己现在用搜索已经更习惯先看看秘塔AI,可惜秘塔似乎还不能抓取微信订阅号的内容,否则体验可能会更好。但是国内的AI工具,我还是优先用文心一言。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306962736701584","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306961438797848,"gmtCreate":1715951694616,"gmtModify":1715951696299,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 下周英伟达2025Q1财报,拍脑袋给个预测,净利润153.5亿,利润率57.5%,营收267亿","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 下周英伟达2025Q1财报,拍脑袋给个预测,净利润153.5亿,利润率57.5%,营收267亿","text":"$英伟达(NVDA)$ 下周英伟达2025Q1财报,拍脑袋给个预测,净利润153.5亿,利润率57.5%,营收267亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306961438797848","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306615768219672,"gmtCreate":1715867302386,"gmtModify":1715867304028,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v 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如果盘前到6+的话……","images":[{"img":"https://static.tigerbbs.com/2542e9cd73bd232da542e89c5f342db3","width":"90","height":"90"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306613806276752","isVote":1,"tweetType":1,"viewCount":1519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306248402366608,"gmtCreate":1715777747736,"gmtModify":1715777749522,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 等到这股回归常态的低点以后,我再来告诉你这次为什么和2021年那次的表现极为不一样,为什么时间和幅度已经到头尾声的秘密原因,暂时我先不透露。","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 等到这股回归常态的低点以后,我再来告诉你这次为什么和2021年那次的表现极为不一样,为什么时间和幅度已经到头尾声的秘密原因,暂时我先不透露。","text":"$游戏驿站(GME)$ 等到这股回归常态的低点以后,我再来告诉你这次为什么和2021年那次的表现极为不一样,为什么时间和幅度已经到头尾声的秘密原因,暂时我先不透露。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306248402366608","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306247012249624,"gmtCreate":1715777274072,"gmtModify":1715777276192,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 苹果如果定义为有护城河的消费公司,那这样的估值和高利润率是不可能长期保持的,只有创新不断的高科技公司才能保持足够宽的护城河,苹果乔布斯之后就没有推出成功新品(iPad也是乔布斯之前的规划),如果不是美打压华为,苹果颓势早现。巴菲特减持已经迟了。两年前减持还可以在微软等AI公司下点注,现在只有持现金等待机会。我估计巴菲特有意再增持富国银行,不过富国银行貌似不买账,自己大幅回购了。苹果作为没有增长的消费类公司,即使还有较宽护城河,也是不配得到目前估值的。","listText":"<a 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苹果如果定义为有护城河的消费公司,那这样的估值和高利润率是不可能长期保持的,只有创新不断的高科技公司才能保持足够宽的护城河,苹果乔布斯之后就没有推出成功新品(iPad也是乔布斯之前的规划),如果不是美打压华为,苹果颓势早现。巴菲特减持已经迟了。两年前减持还可以在微软等AI公司下点注,现在只有持现金等待机会。我估计巴菲特有意再增持富国银行,不过富国银行貌似不买账,自己大幅回购了。苹果作为没有增长的消费类公司,即使还有较宽护城河,也是不配得到目前估值的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306247012249624","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305889039134864,"gmtCreate":1715690012572,"gmtModify":1715690014384,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v> 美团从底部快翻倍了,我是从80~60多都在买,赚了80%。看了下今年1月11日还在和一个网友争执是否应该拿伊利买美团,伊利也是个好公司我一直推荐我老婆买,她受不了这么大的波动,让她收收股息+博个牛市也能赚钱。当然还是美团更有诱惑,目前持仓市值40w","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v> 美团从底部快翻倍了,我是从80~60多都在买,赚了80%。看了下今年1月11日还在和一个网友争执是否应该拿伊利买美团,伊利也是个好公司我一直推荐我老婆买,她受不了这么大的波动,让她收收股息+博个牛市也能赚钱。当然还是美团更有诱惑,目前持仓市值40w","text":"$美团-W(03690)$ 美团从底部快翻倍了,我是从80~60多都在买,赚了80%。看了下今年1月11日还在和一个网友争执是否应该拿伊利买美团,伊利也是个好公司我一直推荐我老婆买,她受不了这么大的波动,让她收收股息+博个牛市也能赚钱。当然还是美团更有诱惑,目前持仓市值40w","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305889039134864","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305886887129112,"gmtCreate":1715689352900,"gmtModify":1715689355063,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$PDD Holdings Inc(PDD)$</a> <v-v data-views=\"1\"></v-v>「拼多多旗下跨境电商平台Temu在美国市场的销售额预计占其总销量的不到三分之一。面对美国市场的销售挑战,Temu计划调整其战略方向,重点转向吸引和获取欧洲用户。」这个是意料之中,3个月前就预测到了,显而易见的选择。优秀的企业和管理层总会找到克服困难,继续成长的方法。看好TEMU今年600亿美金的GMV能够达成。","listText":"<a href=\"https://laohu8.com/S/PDD\">$PDD Holdings Inc(PDD)$</a> <v-v data-views=\"1\"></v-v>「拼多多旗下跨境电商平台Temu在美国市场的销售额预计占其总销量的不到三分之一。面对美国市场的销售挑战,Temu计划调整其战略方向,重点转向吸引和获取欧洲用户。」这个是意料之中,3个月前就预测到了,显而易见的选择。优秀的企业和管理层总会找到克服困难,继续成长的方法。看好TEMU今年600亿美金的GMV能够达成。","text":"$PDD Holdings Inc(PDD)$ 「拼多多旗下跨境电商平台Temu在美国市场的销售额预计占其总销量的不到三分之一。面对美国市场的销售挑战,Temu计划调整其战略方向,重点转向吸引和获取欧洲用户。」这个是意料之中,3个月前就预测到了,显而易见的选择。优秀的企业和管理层总会找到克服困难,继续成长的方法。看好TEMU今年600亿美金的GMV能够达成。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305886887129112","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299069024894984,"gmtCreate":1714049529803,"gmtModify":1714050391363,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","text":"$哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$ kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299069024894984","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299065189064712,"gmtCreate":1714048593321,"gmtModify":1714048595033,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 作为全球最大的GPU芯片供应商,英伟达在AI热潮中成为赚钱的代名词。自2022年底ChatGPT发布以来,英伟达股价和市值持续飙升,成为AI热潮中的焦点。2023年,英伟达累计涨幅近240%,是AI潮流中的最大赢家之一。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 作为全球最大的GPU芯片供应商,英伟达在AI热潮中成为赚钱的代名词。自2022年底ChatGPT发布以来,英伟达股价和市值持续飙升,成为AI热潮中的焦点。2023年,英伟达累计涨幅近240%,是AI潮流中的最大赢家之一。","text":"$英伟达(NVDA)$ 作为全球最大的GPU芯片供应商,英伟达在AI热潮中成为赚钱的代名词。自2022年底ChatGPT发布以来,英伟达股价和市值持续飙升,成为AI热潮中的焦点。2023年,英伟达累计涨幅近240%,是AI潮流中的最大赢家之一。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299065189064712","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298350104408200,"gmtCreate":1713877752681,"gmtModify":1713879037552,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v> AI业务占比不高,却炒出了天量估值,在这个估值上,这就是个垃圾股","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v> AI业务占比不高,却炒出了天量估值,在这个估值上,这就是个垃圾股","text":"$美国超微公司(AMD)$ AI业务占比不高,却炒出了天量估值,在这个估值上,这就是个垃圾股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298350104408200","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298348666884224,"gmtCreate":1713877263282,"gmtModify":1713877271196,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意","images":[{"img":"https://static.tigerbbs.com/cc32199c2567e6be80e13907c48edaa7","width":"797","height":"723"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/298348666884224","isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","html":"这篇文章不错,转发给大家看"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":298346757537920,"gmtCreate":1713876797133,"gmtModify":1713877385900,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 理想最大的问题是降价,但用了一堆廉价的东西。欣旺达磷酸铁锂,减配一堆,相对m78,这样买车的人像吃了坨米田共。产品也廉价化了,最终靠性价比去和小米卷吧。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 理想最大的问题是降价,但用了一堆廉价的东西。欣旺达磷酸铁锂,减配一堆,相对m78,这样买车的人像吃了坨米田共。产品也廉价化了,最终靠性价比去和小米卷吧。","text":"$理想汽车(LI)$ 理想最大的问题是降价,但用了一堆廉价的东西。欣旺达磷酸铁锂,减配一堆,相对m78,这样买车的人像吃了坨米田共。产品也廉价化了,最终靠性价比去和小米卷吧。","images":[{"img":"https://static.tigerbbs.com/aa4dccb07b43322da9c833b9890feb58","width":"1613","height":"875"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/298346757537920","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542245362739310","authorId":"3542245362739310","name":"找到一条长雪道","avatar":"https://static.tigerbbs.com/abe35fbc5d3b2b342c0fb6dbb194e63e","crmLevel":5,"crmLevelSwitch":0},"content":"赶紧跑,不跑到脚踝了","text":"赶紧跑,不跑到脚踝了","html":"赶紧跑,不跑到脚踝了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295994733392032,"gmtCreate":1713273361103,"gmtModify":1713273374268,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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仔细看,颈线以上是个小头肩顶,现在很有可能是正在做大的头肩顶的右肩过程中。按计划,只要上涨不破新高却回调,跌破颈线位后就可做空。","images":[{"img":"https://static.tigerbbs.com/2ea281627e7c78f65ed5b0cddfac7020","width":"1305","height":"647"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295994733392032","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481112735271437","authorId":"3481112735271437","name":"素喜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0},"content":"超微什么时候出最新季报?哪里看得到时间?","text":"超微什么时候出最新季报?哪里看得到时间?","html":"超微什么时候出最新季报?哪里看得到时间?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295991013417120,"gmtCreate":1713272452905,"gmtModify":1713272454712,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 一季度,全国网上零售额33082亿元,同比增长12.4%。其中,实物商品网上零售额28053亿元,增长11.6%。<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 国内业绩,有保障,稳稳的。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 一季度,全国网上零售额33082亿元,同比增长12.4%。其中,实物商品网上零售额28053亿元,增长11.6%。<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 国内业绩,有保障,稳稳的。","text":"$拼多多(PDD)$ 一季度,全国网上零售额33082亿元,同比增长12.4%。其中,实物商品网上零售额28053亿元,增长11.6%。$拼多多(PDD)$ 国内业绩,有保障,稳稳的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295991013417120","isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295642532982944,"gmtCreate":1713187374674,"gmtModify":1713187376816,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"财务投资的弊端: <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v> 投资一大堆公司股权不见得是一件好事。投资一堆股权是最不可预测结果的现金管理行为, 这不如 苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 持续的回购与分红稳定。况且腾讯的长期持续回购思路,其实也有待清晰。","listText":"财务投资的弊端: <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v> 投资一大堆公司股权不见得是一件好事。投资一堆股权是最不可预测结果的现金管理行为, 这不如 苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 持续的回购与分红稳定。况且腾讯的长期持续回购思路,其实也有待清晰。","text":"财务投资的弊端: $腾讯控股(00700)$ 投资一大堆公司股权不见得是一件好事。投资一堆股权是最不可预测结果的现金管理行为, 这不如 苹果 $苹果(AAPL)$ 持续的回购与分红稳定。况且腾讯的长期持续回购思路,其实也有待清晰。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295642532982944","isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295640687141096,"gmtCreate":1713186822967,"gmtModify":1713186825612,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"听上去科幻,实际非常正常——英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 拥有全世界最好的大语言模型训练/推理芯片,但没有推出任何一款聊天机器人。一直以来,英伟达关注的是先进算法的前瞻式研究,以及针对先进算法打造芯片产品和开发支持工具,扮演AI淘金热中的卖铲人。然而,即使身为顶级卖铲人,英伟达擅长的也只是给出一把趁手的铲子和标准使用说明,如果要问“铲子有哪四种使法”,那英伟达就得懵圈了。而开发量产车自动驾驶算法,是英伟达头一次越过卖铲人定位,和下游客户一起挖矿。","listText":"听上去科幻,实际非常正常——英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 拥有全世界最好的大语言模型训练/推理芯片,但没有推出任何一款聊天机器人。一直以来,英伟达关注的是先进算法的前瞻式研究,以及针对先进算法打造芯片产品和开发支持工具,扮演AI淘金热中的卖铲人。然而,即使身为顶级卖铲人,英伟达擅长的也只是给出一把趁手的铲子和标准使用说明,如果要问“铲子有哪四种使法”,那英伟达就得懵圈了。而开发量产车自动驾驶算法,是英伟达头一次越过卖铲人定位,和下游客户一起挖矿。","text":"听上去科幻,实际非常正常——英伟达 $英伟达(NVDA)$ 拥有全世界最好的大语言模型训练/推理芯片,但没有推出任何一款聊天机器人。一直以来,英伟达关注的是先进算法的前瞻式研究,以及针对先进算法打造芯片产品和开发支持工具,扮演AI淘金热中的卖铲人。然而,即使身为顶级卖铲人,英伟达擅长的也只是给出一把趁手的铲子和标准使用说明,如果要问“铲子有哪四种使法”,那英伟达就得懵圈了。而开发量产车自动驾驶算法,是英伟达头一次越过卖铲人定位,和下游客户一起挖矿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295640687141096","isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":253768689225776,"gmtCreate":1702991322975,"gmtModify":1702991327859,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> <v-v 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我个人看法,明年进入降息周期,石油大概率率先价格上行,去到90-120区间,但就跟新能源一样,利润兑现前,股价开启下降通道,否则巴老爷子应该明年3月再买进西方石油,而不是今年3月。然后会复制油运的走势,回调后找个位置横着,直到油价崩塌前一年","images":[{"img":"https://static.tigerbbs.com/14a4144bdc37e0e78af835f320cc5914","width":"357","height":"369"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/253768689225776","isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":257281064034352,"gmtCreate":1703841553743,"gmtModify":1703842555764,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>汽车里面,就看蔚来能否靠换电和设计驱动来脱离内卷,目前看还挺难。除开蔚来,所有车企都是同质化竞争,区别只在于外观设计的区别,小米汽车 <a 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出来以后,连外观设计都差不多了。。。","images":[{"img":"https://static.tigerbbs.com/762f5db7418f0484487ba65973cf081c","width":"473","height":"337"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":75,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/257281064034352","isVote":1,"tweetType":1,"viewCount":11160,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494214634965176","authorId":"3494214634965176","name":"人民币美元一起赚","avatar":"https://static.tigerbbs.com/6845c89d635ab87c3f0eac3271f3d048","crmLevel":1,"crmLevelSwitch":0},"content":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信","text":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信","html":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":240205175324736,"gmtCreate":1699674452686,"gmtModify":1699674453774,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","text":"$拼多多(PDD)$ 拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/240205175324736","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290625683152912,"gmtCreate":1711975638162,"gmtModify":1711975641843,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、AMD <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 等很多纳斯达克巨头,哪个没经历过蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","listText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、AMD <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 等很多纳斯达克巨头,哪个没经历过蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","text":"苹果 $苹果(AAPL)$ 、AMD $美国超微公司(AMD)$ 等很多纳斯达克巨头,哪个没经历过蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 $英伟达(NVDA)$ 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/290625683152912","isVote":1,"tweetType":1,"viewCount":2876,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","crmLevel":4,"crmLevelSwitch":0},"content":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?","text":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?","html":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299069024894984,"gmtCreate":1714049529803,"gmtModify":1714050391363,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","text":"$哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$ kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299069024894984","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293860944838808,"gmtCreate":1712748411379,"gmtModify":1712754149530,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v> 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都可以,那我为什么要在手机上多一个APP呢?","listText":"阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v> 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都可以,那我为什么要在手机上多一个APP呢?","text":"阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 $京东(JD)$ +PDD $拼多多(PDD)$ 都可以,那我为什么要在手机上多一个APP呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/293860944838808","isVote":1,"tweetType":1,"viewCount":2246,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104748128179940","authorId":"4104748128179940","name":"保险王丁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因","text":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因","html":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290627169660968,"gmtCreate":1711976115468,"gmtModify":1712055864682,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","listText":"mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","text":"mara $Marathon Digital Holdings Inc(MARA)$ 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290627169660968","isVote":1,"tweetType":1,"viewCount":6389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259090707779584,"gmtCreate":1704282404176,"gmtModify":1704336566652,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","text":"$纳指三倍做空ETF(SQQQ)$ nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259090707779584","isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":247398863380496,"gmtCreate":1701424189432,"gmtModify":1701424457942,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a> 一直喷的换电站的人,其实就是脑子有病。就算换电路线做不成,换电站改储能站,就是高压充电桩。所以不管是高压充电桩还是换电站,蔚来的布局都遥遥领先其他厂家,也为全面纯电时代的基础设施做出了巨大的贡献。这点都看不清,还那么多人喷。可见绝大多数人是没脑子的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a> 一直喷的换电站的人,其实就是脑子有病。就算换电路线做不成,换电站改储能站,就是高压充电桩。所以不管是高压充电桩还是换电站,蔚来的布局都遥遥领先其他厂家,也为全面纯电时代的基础设施做出了巨大的贡献。这点都看不清,还那么多人喷。可见绝大多数人是没脑子的。","text":"$蔚来(NIO)$ $小鹏汽车(XPEV)$ $比亚迪ADR(BYDDY)$ 一直喷的换电站的人,其实就是脑子有病。就算换电路线做不成,换电站改储能站,就是高压充电桩。所以不管是高压充电桩还是换电站,蔚来的布局都遥遥领先其他厂家,也为全面纯电时代的基础设施做出了巨大的贡献。这点都看不清,还那么多人喷。可见绝大多数人是没脑子的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/247398863380496","isVote":1,"tweetType":1,"viewCount":1708,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0},"content":"那就全力去做充电站好了,为什么还要造车?奔驰宝马成立合资公司开始建充电站了[财迷][财迷][财迷]","text":"那就全力去做充电站好了,为什么还要造车?奔驰宝马成立合资公司开始建充电站了[财迷][财迷][财迷]","html":"那就全力去做充电站好了,为什么还要造车?奔驰宝马成立合资公司开始建充电站了[财迷][财迷][财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249207884320824,"gmtCreate":1701846948305,"gmtModify":1701846950114,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"对于美团严重超跌主要是市场高估了抖音的竞争,一旦抖音竞争不及预期美团将会出现报复性上翻倍式上涨,今天又完成一笔加仓,几轮加仓后美团成本从130降到117,依然巨亏中,不过我相信不用多久美团会再次出现单日20厘米以上巨阳,拭目以待 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>","listText":"对于美团严重超跌主要是市场高估了抖音的竞争,一旦抖音竞争不及预期美团将会出现报复性上翻倍式上涨,今天又完成一笔加仓,几轮加仓后美团成本从130降到117,依然巨亏中,不过我相信不用多久美团会再次出现单日20厘米以上巨阳,拭目以待 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>","text":"对于美团严重超跌主要是市场高估了抖音的竞争,一旦抖音竞争不及预期美团将会出现报复性上翻倍式上涨,今天又完成一笔加仓,几轮加仓后美团成本从130降到117,依然巨亏中,不过我相信不用多久美团会再次出现单日20厘米以上巨阳,拭目以待 $美团-W(03690)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249207884320824","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217680288432176,"gmtCreate":1694178898182,"gmtModify":1694180228594,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a> 地心引力还是起作用了,但还是比<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> +<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 两个之和还高不少。 给1美元一股,不能再多了! <a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a>","listText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a> 地心引力还是起作用了,但还是比<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> +<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 两个之和还高不少。 给1美元一股,不能再多了! <a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a>","text":"$VinFast Auto(VFS)$ 地心引力还是起作用了,但还是比$小鹏汽车(XPEV)$ +$蔚来(NIO)$ 两个之和还高不少。 给1美元一股,不能再多了! $VinFast Auto(VFS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217680288432176","isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306247012249624,"gmtCreate":1715777274072,"gmtModify":1715777276192,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 苹果如果定义为有护城河的消费公司,那这样的估值和高利润率是不可能长期保持的,只有创新不断的高科技公司才能保持足够宽的护城河,苹果乔布斯之后就没有推出成功新品(iPad也是乔布斯之前的规划),如果不是美打压华为,苹果颓势早现。巴菲特减持已经迟了。两年前减持还可以在微软等AI公司下点注,现在只有持现金等待机会。我估计巴菲特有意再增持富国银行,不过富国银行貌似不买账,自己大幅回购了。苹果作为没有增长的消费类公司,即使还有较宽护城河,也是不配得到目前估值的。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 苹果如果定义为有护城河的消费公司,那这样的估值和高利润率是不可能长期保持的,只有创新不断的高科技公司才能保持足够宽的护城河,苹果乔布斯之后就没有推出成功新品(iPad也是乔布斯之前的规划),如果不是美打压华为,苹果颓势早现。巴菲特减持已经迟了。两年前减持还可以在微软等AI公司下点注,现在只有持现金等待机会。我估计巴菲特有意再增持富国银行,不过富国银行貌似不买账,自己大幅回购了。苹果作为没有增长的消费类公司,即使还有较宽护城河,也是不配得到目前估值的。","text":"$苹果(AAPL)$ 苹果如果定义为有护城河的消费公司,那这样的估值和高利润率是不可能长期保持的,只有创新不断的高科技公司才能保持足够宽的护城河,苹果乔布斯之后就没有推出成功新品(iPad也是乔布斯之前的规划),如果不是美打压华为,苹果颓势早现。巴菲特减持已经迟了。两年前减持还可以在微软等AI公司下点注,现在只有持现金等待机会。我估计巴菲特有意再增持富国银行,不过富国银行貌似不买账,自己大幅回购了。苹果作为没有增长的消费类公司,即使还有较宽护城河,也是不配得到目前估值的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306247012249624","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286417214603304,"gmtCreate":1710943627421,"gmtModify":1710943792610,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"台积电的崛起之所以与众不同,是因为他是一种全新的商业模式,此前都是IDM,从没有只做foundry的,因为代工不可避免的会涉及到芯片设计企业的商业机密,这种模式商业风险太大,但随着EDA的发展,设计越来越复杂,制作难度越来越高,能设计但做不出来成为一个问题,这给了台积电历史机遇,当然,在最开始张忠谋也不是第一个提出独立代工这种模式的人,但当时产业并不认可,所以当台积电找投资时,张忠谋的老东家TI都不愿投资,最后是荷兰的飞利浦投了而且交给台积电代工,所以台积电的第一笔投资和第一桶金是飞利浦给的,这也给后面台积电扶持ASML掀翻佳能尼康埋下了伏笔。 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>","listText":"台积电的崛起之所以与众不同,是因为他是一种全新的商业模式,此前都是IDM,从没有只做foundry的,因为代工不可避免的会涉及到芯片设计企业的商业机密,这种模式商业风险太大,但随着EDA的发展,设计越来越复杂,制作难度越来越高,能设计但做不出来成为一个问题,这给了台积电历史机遇,当然,在最开始张忠谋也不是第一个提出独立代工这种模式的人,但当时产业并不认可,所以当台积电找投资时,张忠谋的老东家TI都不愿投资,最后是荷兰的飞利浦投了而且交给台积电代工,所以台积电的第一笔投资和第一桶金是飞利浦给的,这也给后面台积电扶持ASML掀翻佳能尼康埋下了伏笔。 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>","text":"台积电的崛起之所以与众不同,是因为他是一种全新的商业模式,此前都是IDM,从没有只做foundry的,因为代工不可避免的会涉及到芯片设计企业的商业机密,这种模式商业风险太大,但随着EDA的发展,设计越来越复杂,制作难度越来越高,能设计但做不出来成为一个问题,这给了台积电历史机遇,当然,在最开始张忠谋也不是第一个提出独立代工这种模式的人,但当时产业并不认可,所以当台积电找投资时,张忠谋的老东家TI都不愿投资,最后是荷兰的飞利浦投了而且交给台积电代工,所以台积电的第一笔投资和第一桶金是飞利浦给的,这也给后面台积电扶持ASML掀翻佳能尼康埋下了伏笔。 $台积电(TSM)$","images":[{"img":"https://static.tigerbbs.com/7ba0293cf78806e62cfa9461c3f9d0bc","width":"395","height":"181"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/286417214603304","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","html":"这篇文章不错,转发给大家看"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":285345715511328,"gmtCreate":1710671446281,"gmtModify":1710671447875,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"想不明白,70多倍PE买英伟达的都是些什么人?20倍我都嫌贵! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","listText":"想不明白,70多倍PE买英伟达的都是些什么人?20倍我都嫌贵! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","text":"想不明白,70多倍PE买英伟达的都是些什么人?20倍我都嫌贵! $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/285345715511328","isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"100797458828552","authorId":"100797458828552","name":"解析延拓","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"深度学习的算力被他一家垄断,晓得吧","text":"深度学习的算力被他一家垄断,晓得吧","html":"深度学习的算力被他一家垄断,晓得吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281759419228232,"gmtCreate":1709815044377,"gmtModify":1709815064624,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"阿里的企业文化还是很厉害的,有非常强劲的自驱力、韧劲以及坚定的信念,至少在我看来,是甩拼多多几条街的。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 如果说有一个中国互联网企业走出低谷、创造奇迹,大概率阿里有一席之地。","listText":"阿里的企业文化还是很厉害的,有非常强劲的自驱力、韧劲以及坚定的信念,至少在我看来,是甩拼多多几条街的。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 如果说有一个中国互联网企业走出低谷、创造奇迹,大概率阿里有一席之地。","text":"阿里的企业文化还是很厉害的,有非常强劲的自驱力、韧劲以及坚定的信念,至少在我看来,是甩拼多多几条街的。 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 如果说有一个中国互联网企业走出低谷、创造奇迹,大概率阿里有一席之地。","images":[{"img":"https://static.tigerbbs.com/69ae1b81469b1c970191ca325e301d14","width":"433","height":"273"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/281759419228232","isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568436828351182","authorId":"3568436828351182","name":"李狗蛋儿爸爸","avatar":"https://static.tigerbbs.com/4e77fa3f12be4757f7a68853b86b7993","crmLevel":6,"crmLevelSwitch":0},"content":"阿里这种垃圾企业 能活到今天已经是社会对他的很大仁慈了","text":"阿里这种垃圾企业 能活到今天已经是社会对他的很大仁慈了","html":"阿里这种垃圾企业 能活到今天已经是社会对他的很大仁慈了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":232620736565264,"gmtCreate":1697800499035,"gmtModify":1697800503585,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>卖厂房转租,如果手上有大量订单这方案可行,但是现在根本没订单这个做法就是联合外部侵吞公司核心资产而已,定高价房租水电等,到时候交不起房租然后公司设备地房租,等于1200万偷偷把公司抢过来,把股民和股东以及债主都全部坑杀。老贾真是狠人。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>卖厂房转租,如果手上有大量订单这方案可行,但是现在根本没订单这个做法就是联合外部侵吞公司核心资产而已,定高价房租水电等,到时候交不起房租然后公司设备地房租,等于1200万偷偷把公司抢过来,把股民和股东以及债主都全部坑杀。老贾真是狠人。","text":"$Faraday Future(FFIE)$ 卖厂房转租,如果手上有大量订单这方案可行,但是现在根本没订单这个做法就是联合外部侵吞公司核心资产而已,定高价房租水电等,到时候交不起房租然后公司设备地房租,等于1200万偷偷把公司抢过来,把股民和股东以及债主都全部坑杀。老贾真是狠人。","images":[{"img":"https://static.tigerbbs.com/e37d47b21a9e35152aee0923cd4a2fde","width":"481","height":"351"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/232620736565264","isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555136433661721","authorId":"3555136433661721","name":"yt60156015","avatar":"https://static.tigerbbs.com/1aabca619a4578423eb9296e72f5a172","crmLevel":2,"crmLevelSwitch":0},"content":"点赞竟然不计数。取消了点赞计数为负1。这危机公关是无所不用其极啊。可没有卵用,你不可能一直欺骗所有人,老假。","text":"点赞竟然不计数。取消了点赞计数为负1。这危机公关是无所不用其极啊。可没有卵用,你不可能一直欺骗所有人,老假。","html":"点赞竟然不计数。取消了点赞计数为负1。这危机公关是无所不用其极啊。可没有卵用,你不可能一直欺骗所有人,老假。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288513128370216,"gmtCreate":1711459992107,"gmtModify":1711459994249,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"比如蔚来,虽然卖国内最贵的价钱,用最好的料,三年多开下来,基乎没有任何问题,但驾驶质感与同价位的BBA还是有不少差距,说实话,真的不是有钱用好料就能造出真正的好车。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v>","listText":"比如蔚来,虽然卖国内最贵的价钱,用最好的料,三年多开下来,基乎没有任何问题,但驾驶质感与同价位的BBA还是有不少差距,说实话,真的不是有钱用好料就能造出真正的好车。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v>","text":"比如蔚来,虽然卖国内最贵的价钱,用最好的料,三年多开下来,基乎没有任何问题,但驾驶质感与同价位的BBA还是有不少差距,说实话,真的不是有钱用好料就能造出真正的好车。 $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/288513128370216","isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1},"content":"奔驰c算好车吗,同样的价钱,比et5t差多了,无论是动力、音响、智能车机系统","text":"奔驰c算好车吗,同样的价钱,比et5t差多了,无论是动力、音响、智能车机系统","html":"奔驰c算好车吗,同样的价钱,比et5t差多了,无论是动力、音响、智能车机系统"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281413971935304,"gmtCreate":1709730706658,"gmtModify":1709730707990,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"英伟达 市值 今年底必将突破 10万亿美元! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"英伟达 市值 今年底必将突破 10万亿美元! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"英伟达 市值 今年底必将突破 10万亿美元! $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/281413971935304","isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"又疯了一个,抬走 [白眼]","text":"又疯了一个,抬走 [白眼]","html":"又疯了一个,抬走 [白眼]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261598162616320,"gmtCreate":1704894575768,"gmtModify":1704894577051,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 蔚来23年仅上半年净亏损超100亿,亏损远超赛力斯。销量也远不如赛力斯问界,然而现在蔚来市值1300亿","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 蔚来23年仅上半年净亏损超100亿,亏损远超赛力斯。销量也远不如赛力斯问界,然而现在蔚来市值1300亿","text":"$蔚来(NIO)$ 蔚来23年仅上半年净亏损超100亿,亏损远超赛力斯。销量也远不如赛力斯问界,然而现在蔚来市值1300亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/261598162616320","isVote":1,"tweetType":1,"viewCount":3056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298348666884224,"gmtCreate":1713877263282,"gmtModify":1713877271196,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 资产是企业的根基,阿里巴巴与腾讯控股相差几何呢?我们来看看:「现金类资产」5560.02亿现金及现金等价物1930.86亿、短期投资3264.92亿、受限资金及应收托管资金364.24亿「经营类资产」4709.42亿预付、应收帐款及其他资金1370.72亿、长期预付、应收帐款及其他资金1109.26亿、物业及设备1760.31亿、无形资产469.13亿「投资类资产」7261亿股权证券及其他投资48.92亿、长期股权证券及其他投资2457.37亿、权益法核算的投资2073.8亿、商誉2680.91亿看懂生意比看懂财报更重要!欢迎大家在评论区多多补充,让我们更了解它的生意","images":[{"img":"https://static.tigerbbs.com/cc32199c2567e6be80e13907c48edaa7","width":"797","height":"723"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/298348666884224","isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","html":"这篇文章不错,转发给大家看"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}