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老刘该睡了
老刘该睡了
·
04-28 11:46
$特斯拉(TSLA)$
特斯拉销量基本符合预期，降价后需求更旺，未来股价更有空间。加上FSD和能源业务，这家公司出路多的是。更别提马斯克疯狂扩产，中国新工厂都快满产。我对特斯拉超级有信心
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老刘该睡了
老刘该睡了
·
04-28 11:43
$亚马逊(AMZN)$
亚麻电商基盘是全球最大。财报前小幅回调，就是给抄底机会。长期模式清晰的铁票。现在上车体验特朗普关税时代电商红利
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老刘该睡了
老刘该睡了
·
04-28 11:40
$微软(MSFT)$
目前对微软的财报一直很期待。未来业绩无忧。在现在这种行情里，微软就是那张稳固的保险单。长线来看，趁低补仓时不我待。只要生态不变，不断被拉高的估值难不倒它，我就坚定看多下去！
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老刘该睡了
老刘该睡了
·
04-25
$纳斯达克100指数(NDX)$
巴菲特吃的是逻辑，特朗普吃的是情绪。要赚钱我选巴菲特，要刺激当然去特朗普那桌，要又想刺激又想赚钱可以把他俩都叫上
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老刘该睡了
老刘该睡了
·
04-25
$英伟达(NVDA)$
只要市场不转风，资金就还会抱紧达子。短线有点高，长线没涨完，别被洗出去了，而且达子是龙头溢价效应叠加政策红利，完美具备连续上涨基础
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老刘该睡了
老刘该睡了
·
04-25
$上证指数(000001.SH)$
估值是护城河，信任是伴侣的估值底。选股关注估值和盈利护城河，选伴侣更要看互补与信任。投资与婚姻同理，长期稳定才是最硬核的护城河
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老刘该睡了
老刘该睡了
·
04-25
$英特尔(INTC)$
一跌一洗，主力就是要洗洗更健康。政府订单、AI芯片、分拆潜力这些全是长期逻辑，抄底不能等涨起来再追。这位置可以进货
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老刘该睡了
老刘该睡了
·
04-24
$特斯拉(TSLA)$
特斯拉就是信仰股 越了解特斯拉越清楚 但凡在中国将车型更新一下 将配置做的不要那么邋遢现在的市场占有率都会高几倍
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老刘该睡了
老刘该睡了
·
04-24
$谷歌(GOOG)$
谷歌搜索和云计算双引擎驱动业绩稳健，广告需求回暖与关税缓和带来的成本优势大概率都将反映在财报中。目前估值具吸吸引力，结前布局能分享超预期红利。
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老刘该睡了
老刘该睡了
·
04-24
$小米集团-W(01810)$
别看小米最近搞增发像在抽水，真金白银全砸向造车这种未来印钞机。50港元可能是最后的上车地板价！相信雷总的眼光
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 只要市场不转风，资金就还会抱紧达子。短线有点高，长线没涨完，别被洗出去了，而且达子是龙头溢价效应叠加政策红利，完美具备连续上涨基础","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 只要市场不转风，资金就还会抱紧达子。短线有点高，长线没涨完，别被洗出去了，而且达子是龙头溢价效应叠加政策红利，完美具备连续上涨基础","text":"$英伟达(NVDA)$ 只要市场不转风，资金就还会抱紧达子。短线有点高，长线没涨完，别被洗出去了，而且达子是龙头溢价效应叠加政策红利，完美具备连续上涨基础","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428233750507584","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428232523747416,"gmtCreate":1745569371127,"gmtModify":1745569373538,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 估值是护城河，信任是伴侣的估值底。选股关注估值和盈利护城河，选伴侣更要看互补与信任。投资与婚姻同理，长期稳定才是最硬核的护城河","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 估值是护城河，信任是伴侣的估值底。选股关注估值和盈利护城河，选伴侣更要看互补与信任。投资与婚姻同理，长期稳定才是最硬核的护城河","text":"$上证指数(000001.SH)$ 估值是护城河，信任是伴侣的估值底。选股关注估值和盈利护城河，选伴侣更要看互补与信任。投资与婚姻同理，长期稳定才是最硬核的护城河","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428232523747416","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428231682117696,"gmtCreate":1745569037366,"gmtModify":1745569967309,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 一跌一洗，主力就是要洗洗更健康。政府订单、AI芯片、分拆潜力这些全是长期逻辑，抄底不能等涨起来再追。这位置可以进货","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 一跌一洗，主力就是要洗洗更健康。政府订单、AI芯片、分拆潜力这些全是长期逻辑，抄底不能等涨起来再追。这位置可以进货","text":"$英特尔(INTC)$ 一跌一洗，主力就是要洗洗更健康。政府订单、AI芯片、分拆潜力这些全是长期逻辑，抄底不能等涨起来再追。这位置可以进货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428231682117696","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427878699126792,"gmtCreate":1745482740822,"gmtModify":1745482742833,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉就是信仰股 越了解特斯拉越清楚 但凡在中国将车型更新一下 将配置做的不要那么邋遢现在的市场占有率都会高几倍","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉就是信仰股 越了解特斯拉越清楚 但凡在中国将车型更新一下 将配置做的不要那么邋遢现在的市场占有率都会高几倍","text":"$特斯拉(TSLA)$ 特斯拉就是信仰股 越了解特斯拉越清楚 但凡在中国将车型更新一下 将配置做的不要那么邋遢现在的市场占有率都会高几倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427878699126792","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427878217744392,"gmtCreate":1745482623297,"gmtModify":1745484193600,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 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