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不肯媚俗的心
不肯媚俗的心
·
12:02
$微软(MSFT)$
OpenAI就值这个价。微软估值已经反映远期风险了，回调放量就是最佳上车点。绩前挖坑就加码，抓住牛市核心标的不放手是牛市的最佳策略。
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不肯媚俗的心
不肯媚俗的心
·
12:00
$亚马逊(AMZN)$
亚马逊现在都要发射卫星了，财报前小幅回调就是加仓时机，错过就要错过下一个至少十个点的涨幅。
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不肯媚俗的心
不肯媚俗的心
·
11:55
$标普500(.SPX)$
全球流动性和政策宽松都是强大推力。当前大盘结构性分化明显，龙头股韧性十足。若想保守点就直接买指数就行，后续回调还可以逢低加大核心资产配置
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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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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
·
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
·
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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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。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 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。","text":"$Meta Platforms, Inc.(META)$ 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。","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":746,"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> 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","text":"$英伟达(NVDA)$ 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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428234122166336","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428234143604744,"gmtCreate":1745569519259,"gmtModify":1745569522734,"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> 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。","listText":"<a target=\"_blank\" 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":345,"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 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