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微量德丰
微量德丰
·
12:01
$泡泡玛特(09992)$
市值超百度背后是粉丝经济和产品迭代的实力。后续肯定还会有更多IP合作和场景创新，收入结构也会不断优化。即便高估值也有成长支撑
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微量德丰
微量德丰
·
11:54
$沪上阿姨(02589)$
多把门店下沉到二三线城市，再改进一下供应链效率的话，营收和毛利都有望实现双击。还有就是这次大新的亮点是极低的新股发行量和中信保荐
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微量德丰
微量德丰
·
04-28 11:45
$沪上阿姨(02589)$
招股募集资金用于数字化和渠道下沉，扩张前景明朗。现在这个市场对奶茶赛道热情高涨，基金和券商也纷纷看好。不打新都对不起自己，参与打新机会难得
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微量德丰
微量德丰
·
04-28 11:41
$苹果(AAPL)$
苹果一方面关税暂缓影响不大，特朗普已经暂缓对手机和电脑征税，这给苹果松了一口气。另一方面苹果iPhone换代在即，服务生态壁垒牢固，老用户换机动力强，未来营收肯定继续增长。
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微量德丰
微量德丰
·
04-28 11:39
$纳斯达克(.IXIC)$
这波大反弹背后因素都很清楚：特朗普政策松动，财报季临近，大量资金继续流向科技龙头。大盘已经筑底，科技股基本面没啥坏消息，现在不加仓可以销户了，整体格局看涨已成定局
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微量德丰
微量德丰
·
04-25
$黄金主连 2506(GCmain)$
货币宽松与贸易摩擦你也不知道市场认哪个逻辑。逢低补仓吧，黄金这种稳健资产配置不可少，哪怕不涨也能压仓底。当前节点分仓配置比较好。
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微量德丰
微量德丰
·
04-25
$特斯拉(TSLA)$
特斯拉现在是FSD、机器人、能源的全生态。别用汽车股眼光看它，410美元目标价背后是FSD落地与能源业务蓄势待发，整车交付和自动驾驶正进入快车道，目标价只是起点
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微量德丰
·
04-25
$纳斯达克(.IXIC)$
光盯着涨幅没意义，关键是科技主线强不强。特斯拉、谷歌都稳住了，说明行情不是虚火，震荡换手后还得上。跌这么久了这只是反弹的开始
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微量德丰
·
04-24
$比特币(BTC.USD.CC)$
关税缓和与美元走弱加密货币肯定是会涨的，机构大规模增配比特币，完全可以把比特币和黄金对比，后市看好持续放量上涨。
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微量德丰
·
04-24
$黄金主连 2506(GCmain)$
据观察，黄金大跌以后大部分人都是看空的，并且很多人是很开心的，有一点幸灾乐祸的感觉。说明大概率黄金未来还是趋势向上的，短期调整，但中长线依然趋势向上，因为目前黄金还没有真正成为信仰，只是短期过热后的阶段性调整。
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市值超百度背后是粉丝经济和产品迭代的实力。后续肯定还会有更多IP合作和场景创新，收入结构也会不断优化。即便高估值也有成长支撑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429561177809056","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429558942154928,"gmtCreate":1745898893703,"gmtModify":1745898895718,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 多把门店下沉到二三线城市，再改进一下供应链效率的话，营收和毛利都有望实现双击。还有就是这次大新的亮点是极低的新股发行量和中信保荐","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 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这波大反弹背后因素都很清楚：特朗普政策松动，财报季临近，大量资金继续流向科技龙头。大盘已经筑底，科技股基本面没啥坏消息，现在不加仓可以销户了，整体格局看涨已成定局","text":"$纳斯达克(.IXIC)$ 这波大反弹背后因素都很清楚：特朗普政策松动，财报季临近，大量资金继续流向科技龙头。大盘已经筑底，科技股基本面没啥坏消息，现在不加仓可以销户了，整体格局看涨已成定局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429201747685536","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428234429243400,"gmtCreate":1745569588995,"gmtModify":1745570005919,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2506(GCmain)$</a> 货币宽松与贸易摩擦你也不知道市场认哪个逻辑。逢低补仓吧，黄金这种稳健资产配置不可少，哪怕不涨也能压仓底。当前节点分仓配置比较好。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2506(GCmain)$</a> 货币宽松与贸易摩擦你也不知道市场认哪个逻辑。逢低补仓吧，黄金这种稳健资产配置不可少，哪怕不涨也能压仓底。当前节点分仓配置比较好。","text":"$黄金主连 2506(GCmain)$ 货币宽松与贸易摩擦你也不知道市场认哪个逻辑。逢低补仓吧，黄金这种稳健资产配置不可少，哪怕不涨也能压仓底。当前节点分仓配置比较好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428234429243400","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428232908394584,"gmtCreate":1745569465035,"gmtModify":1745569467210,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉现在是FSD、机器人、能源的全生态。别用汽车股眼光看它，410美元目标价背后是FSD落地与能源业务蓄势待发，整车交付和自动驾驶正进入快车道，目标价只是起点","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉现在是FSD、机器人、能源的全生态。别用汽车股眼光看它，410美元目标价背后是FSD落地与能源业务蓄势待发，整车交付和自动驾驶正进入快车道，目标价只是起点","text":"$特斯拉(TSLA)$ 特斯拉现在是FSD、机器人、能源的全生态。别用汽车股眼光看它，410美元目标价背后是FSD落地与能源业务蓄势待发，整车交付和自动驾驶正进入快车道，目标价只是起点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428232908394584","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428232462590016,"gmtCreate":1745569227911,"gmtModify":1745569229883,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 光盯着涨幅没意义，关键是科技主线强不强。特斯拉、谷歌都稳住了，说明行情不是虚火，震荡换手后还得上。跌这么久了这只是反弹的开始","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 光盯着涨幅没意义，关键是科技主线强不强。特斯拉、谷歌都稳住了，说明行情不是虚火，震荡换手后还得上。跌这么久了这只是反弹的开始","text":"$纳斯达克(.IXIC)$ 光盯着涨幅没意义，关键是科技主线强不强。特斯拉、谷歌都稳住了，说明行情不是虚火，震荡换手后还得上。跌这么久了这只是反弹的开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428232462590016","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427878454640704,"gmtCreate":1745482800189,"gmtModify":1745483886145,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> 关税缓和与美元走弱加密货币肯定是会涨的，机构大规模增配比特币，完全可以把比特币和黄金对比，后市看好持续放量上涨。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BTC.USD.CC\">$比特币(BTC.USD.CC)$</a> 关税缓和与美元走弱加密货币肯定是会涨的，机构大规模增配比特币，完全可以把比特币和黄金对比，后市看好持续放量上涨。","text":"$比特币(BTC.USD.CC)$ 关税缓和与美元走弱加密货币肯定是会涨的，机构大规模增配比特币，完全可以把比特币和黄金对比，后市看好持续放量上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427878454640704","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427877385547864,"gmtCreate":1745482667465,"gmtModify":1745482669364,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2506(GCmain)$</a> 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