社区
首页
集团介绍
社区
资讯
行情
学堂
TigerGPT
登录
注册
不肯媚俗的心
IP属地：未知
+关注
帖子 · 342
帖子 · 342
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
不肯媚俗的心
不肯媚俗的心
·
05-01 21:49
$微软(MSFT)$
云服务和AI生态一体化进展远远超出想象啊。长线基本面在此得到验证，看好后市持续反弹。
看
79
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
不肯媚俗的心
不肯媚俗的心
·
05-01 21:47
$亚马逊(AMZN)$
AWS利润率高得惊人啊，而且还有年轻人订阅和广告协同发力，逢低加仓继续抱成长，等待右侧加仓
看
480
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
不肯媚俗的心
不肯媚俗的心
·
05-01 21:45
$英伟达(NVDA)$
H100和Blackwell系列就够估值了，全球云厂商和科研机构都在抢货。美国本土生产政策还在解压供应链，成本可控。AI应用才刚刚起步，坚定看多
看
423
回复
评论
点赞
1
编组 21备份 2
分享
举报
不肯媚俗的心
不肯媚俗的心
·
04-30 11:51
$微软(MSFT)$
微软通常是财报确定性标的。绩前可小仓试探，加码核心资产。若财报数据强劲则继续补仓，关键在于仓位控制和风险管理
看
385
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
不肯媚俗的心
不肯媚俗的心
·
04-30 11:49
$标普500(.SPX)$
市场流动性和政策宽松已经消化了大部分利空。关键在于科技、消费龙头依旧健康，盈利预期稳定。我倾向逢低加仓，用下一波业绩放量带动更高估值，错过牛市头部就很难做了
看
203
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
不肯媚俗的心
不肯媚俗的心
·
04-30 11:44
$沪上阿姨(02589)$
目前观察资金认同度极高，可提前设好止盈点可以冲了。招股价合理且大概率后续业绩可以兑现，短线应该会有不错表现
看
1,493
回复
1
点赞
1
编组 21备份 2
分享
举报
不肯媚俗的心
不肯媚俗的心
·
04-29 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。
看
646
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
不肯媚俗的心
不肯媚俗的心
·
04-29 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。
看
794
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
不肯媚俗的心
不肯媚俗的心
·
04-29 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
看
148
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
不肯媚俗的心
不肯媚俗的心
·
04-28
$英伟达(NVDA)$
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。
看
1,581
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
暂无关注
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"10000000000010476","uuid":"10000000000010476","gmtCreate":1664443972010,"gmtModify":1730687129049,"name":"不肯媚俗的心","pinyin":"bkmsdxbukenmeisudexin","introduction":".\n","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":52,"headSize":15,"tweetSize":342,"questionSize":0,"limitLevel":900,"accountStatus":3,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":430413515751584,"gmtCreate":1746107399982,"gmtModify":1746107401986,"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/MSFT\">$微软(MSFT)$</a> 云服务和AI生态一体化进展远远超出想象啊。长线基本面在此得到验证，看好后市持续反弹。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 云服务和AI生态一体化进展远远超出想象啊。长线基本面在此得到验证，看好后市持续反弹。","text":"$微软(MSFT)$ 云服务和AI生态一体化进展远远超出想象啊。长线基本面在此得到验证，看好后市持续反弹。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430413515751584","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430413283279000,"gmtCreate":1746107271992,"gmtModify":1746107273915,"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/AMZN\">$亚马逊(AMZN)$</a> AWS利润率高得惊人啊，而且还有年轻人订阅和广告协同发力，逢低加仓继续抱成长，等待右侧加仓","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> AWS利润率高得惊人啊，而且还有年轻人订阅和广告协同发力，逢低加仓继续抱成长，等待右侧加仓","text":"$亚马逊(AMZN)$ AWS利润率高得惊人啊，而且还有年轻人订阅和广告协同发力，逢低加仓继续抱成长，等待右侧加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430413283279000","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430412427849888,"gmtCreate":1746107134382,"gmtModify":1746107136293,"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和Blackwell系列就够估值了，全球云厂商和科研机构都在抢货。美国本土生产政策还在解压供应链，成本可控。AI应用才刚刚起步，坚定看多","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> H100和Blackwell系列就够估值了，全球云厂商和科研机构都在抢货。美国本土生产政策还在解压供应链，成本可控。AI应用才刚刚起步，坚定看多","text":"$英伟达(NVDA)$ H100和Blackwell系列就够估值了，全球云厂商和科研机构都在抢货。美国本土生产政策还在解压供应链，成本可控。AI应用才刚刚起步，坚定看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430412427849888","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429912580759712,"gmtCreate":1745985101400,"gmtModify":1745985103264,"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/MSFT\">$微软(MSFT)$</a> 微软通常是财报确定性标的。绩前可小仓试探，加码核心资产。若财报数据强劲则继续补仓，关键在于仓位控制和风险管理","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 微软通常是财报确定性标的。绩前可小仓试探，加码核心资产。若财报数据强劲则继续补仓，关键在于仓位控制和风险管理","text":"$微软(MSFT)$ 微软通常是财报确定性标的。绩前可小仓试探，加码核心资产。若财报数据强劲则继续补仓，关键在于仓位控制和风险管理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429912580759712","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429912097931424,"gmtCreate":1745984983522,"gmtModify":1745984985664,"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/.SPX\">$标普500(.SPX)$</a> 市场流动性和政策宽松已经消化了大部分利空。关键在于科技、消费龙头依旧健康，盈利预期稳定。我倾向逢低加仓，用下一波业绩放量带动更高估值，错过牛市头部就很难做了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 市场流动性和政策宽松已经消化了大部分利空。关键在于科技、消费龙头依旧健康，盈利预期稳定。我倾向逢低加仓，用下一波业绩放量带动更高估值，错过牛市头部就很难做了","text":"$标普500(.SPX)$ 市场流动性和政策宽松已经消化了大部分利空。关键在于科技、消费龙头依旧健康，盈利预期稳定。我倾向逢低加仓，用下一波业绩放量带动更高估值，错过牛市头部就很难做了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429912097931424","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429910934077600,"gmtCreate":1745984699378,"gmtModify":1745984701718,"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/02589\">$沪上阿姨(02589)$</a> 目前观察资金认同度极高，可提前设好止盈点可以冲了。招股价合理且大概率后续业绩可以兑现，短线应该会有不错表现","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 目前观察资金认同度极高，可提前设好止盈点可以冲了。招股价合理且大概率后续业绩可以兑现，短线应该会有不错表现","text":"$沪上阿姨(02589)$ 目前观察资金认同度极高，可提前设好止盈点可以冲了。招股价合理且大概率后续业绩可以兑现，短线应该会有不错表现","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/429910934077600","isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4208918106507090","authorId":"4208918106507090","name":"Shirley三盏","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4208918106507090","authorIdStr":"4208918106507090"},"content":"止盈点建议是多少呢？","text":"止盈点建议是多少呢？","html":"止盈点建议是多少呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429561355063456,"gmtCreate":1745899352939,"gmtModify":1745904671562,"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/MSFT\">$微软(MSFT)$</a> 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。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 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。","text":"$微软(MSFT)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429561355063456","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429561208615064,"gmtCreate":1745899245951,"gmtModify":1745899247822,"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/AMZN\">$亚马逊(AMZN)$</a> 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。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 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。","text":"$亚马逊(AMZN)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429561208615064","isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429559936057496,"gmtCreate":1745898935268,"gmtModify":1745898937431,"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/.SPX\">$标普500(.SPX)$</a> 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","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 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","text":"$标普500(.SPX)$ 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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429559936057496","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429202958602416,"gmtCreate":1745811983655,"gmtModify":1745811986901,"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> 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。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 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。","text":"$英伟达(NVDA)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429202958602416","isVote":1,"tweetType":1,"viewCount":1581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
