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不肯媚俗的心
不肯媚俗的心
·
04-28 11:46
$英伟达(NVDA)$
英伟达H100云厂商和科研机构排队拿货，财报又一次超预期。全球AI部署浪潮才刚开始，缺芯危机短期难解。只要需求持续爆发，英伟达这波涨势不仅能延续，还有更大空间。
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不肯媚俗的心
不肯媚俗的心
·
04-28 11:43
$亚马逊(AMZN)$
最近研究了下亚马逊，我觉它的护城河还在。现在股价一跌反而更便宜。现在就是再买入的好机会！资金在科技股没撤，一跌就可以捡肉
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不肯媚俗的心
不肯媚俗的心
·
04-28 11:40
$Meta Platforms, Inc.(META)$
一点都不觉得meta贵，因为未来潜力太大。Facebook、Instagram、WhatsApp每天吸金无数，扎克又大手笔押注AI和元宇宙。回调后它股价一路走牛，这次下跌是机会，逢低加仓赚更多。
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不肯媚俗的心
不肯媚俗的心
·
04-25
$英伟达(NVDA)$
M7接力棒传起来了，关键就在轮动节奏。上周是特斯拉下周可能轮到NVDA和微软发力。时机是关键，走一步看一步吧，注意杠杆比例
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601
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不肯媚俗的心
不肯媚俗的心
·
04-25
$英伟达(NVDA)$
H100持续供不应求，业绩释放也还没结束，现在卖是什么逻辑我完全不懂。AI链龙头不止是炒题材，5连涨问题不大。
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不肯媚俗的心
不肯媚俗的心
·
04-25
$谷歌(GOOG)$
稳健增长估值合理，GCP和AI全线提速。而且我看现在的估值还有溢价空间。提前上车分享未来多个季度的业绩红利。这波不是短炒机会，是长线底仓好标的。
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不肯媚俗的心
不肯媚俗的心
·
04-25
$英特尔(INTC)$
业绩短期承压，但AI加持和拆分预期还在，长期价值没变。技术面破位反而是给了上车机会，跌出来的机会，有胆就埋伏。
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不肯媚俗的心
不肯媚俗的心
·
04-24
$蜜雪集团(02097)$
蜜雪拥有最深的下沉渠道和品牌认知。奶茶这种东西本来就是和的人越多越赚钱，未来没有什么奶茶能比蜜雪更强
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不肯媚俗的心
不肯媚俗的心
·
04-24
$特斯拉(TSLA)$
马斯克回归可强化特斯拉的创新驱动，FSD进度与新车型落地都指向基本面改善。绩后持续看多，前期超跌反弹机会突出。教主回来了买就对了
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不肯媚俗的心
不肯媚俗的心
·
04-24
$京东(JD)$
京东主业被卷王拼多多超越了，然后被抖音电商紧追不放，它能有多少资源放在外卖上吧，京东以为它已经赢下电商赛道，成为No.1了吗？可以新开赛道，跟别的赛道巨头竞争？还不是那种靠创新的竞争，纯老一套的竞争？
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一点都不觉得meta贵，因为未来潜力太大。Facebook、Instagram、WhatsApp每天吸金无数，扎克又大手笔押注AI和元宇宙。回调后它股价一路走牛，这次下跌是机会，逢低加仓赚更多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429202251399320","isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428234122166336,"gmtCreate":1745569633081,"gmtModify":1745569636653,"author":{"id":"10000000000010476","authorId":"10000000000010476","name":"不肯媚俗的心","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010476","authorIdStr":"10000000000010476"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> M7接力棒传起来了，关键就在轮动节奏。上周是特斯拉下周可能轮到NVDA和微软发力。时机是关键，走一步看一步吧，注意杠杆比例","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> H100持续供不应求，业绩释放也还没结束，现在卖是什么逻辑我完全不懂。AI链龙头不止是炒题材，5连涨问题不大。","text":"$英伟达(NVDA)$ H100持续供不应求，业绩释放也还没结束，现在卖是什么逻辑我完全不懂。AI链龙头不止是炒题材，5连涨问题不大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428234143604744","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428233196933128,"gmtCreate":1745569288138,"gmtModify":1745569290377,"author":{"id":"10000000000010476","authorId":"10000000000010476","name":"不肯媚俗的心","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010476","authorIdStr":"10000000000010476"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 稳健增长估值合理，GCP和AI全线提速。而且我看现在的估值还有溢价空间。提前上车分享未来多个季度的业绩红利。这波不是短炒机会，是长线底仓好标的。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 稳健增长估值合理，GCP和AI全线提速。而且我看现在的估值还有溢价空间。提前上车分享未来多个季度的业绩红利。这波不是短炒机会，是长线底仓好标的。","text":"$谷歌(GOOG)$ 稳健增长估值合理，GCP和AI全线提速。而且我看现在的估值还有溢价空间。提前上车分享未来多个季度的业绩红利。这波不是短炒机会，是长线底仓好标的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428233196933128","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428231541674048,"gmtCreate":1745569003078,"gmtModify":1745569005428,"author":{"id":"10000000000010476","authorId":"10000000000010476","name":"不肯媚俗的心","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010476","authorIdStr":"10000000000010476"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 业绩短期承压，但AI加持和拆分预期还在，长期价值没变。技术面破位反而是给了上车机会，跌出来的机会，有胆就埋伏。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 业绩短期承压，但AI加持和拆分预期还在，长期价值没变。技术面破位反而是给了上车机会，跌出来的机会，有胆就埋伏。","text":"$英特尔(INTC)$ 业绩短期承压，但AI加持和拆分预期还在，长期价值没变。技术面破位反而是给了上车机会，跌出来的机会，有胆就埋伏。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428231541674048","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427879155593224,"gmtCreate":1745482852264,"gmtModify":1745482854239,"author":{"id":"10000000000010476","authorId":"10000000000010476","name":"不肯媚俗的心","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010476","authorIdStr":"10000000000010476"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a> 蜜雪拥有最深的下沉渠道和品牌认知。奶茶这种东西本来就是和的人越多越赚钱，未来没有什么奶茶能比蜜雪更强","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a> 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