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持股修身养性
持股修身养性
·
05-01 21:51
$标普500(.SPX)$
今年选举与货币政策共振，市场短期震荡后肯定是回暖。机械抛售不如挑优质标的分批加仓，抓住后半年的大行情。
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持股修身养性
持股修身养性
·
05-01 21:49
$微软(MSFT)$
微软Azure、Surface和Office云服务全面超预期，现金流也非常完美。后面走势大概率进一步拉升估值。目前计划锁定持仓，绩后涨势可期
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持股修身养性
持股修身养性
·
05-01 21:47
$苹果(AAPL)$
全球供应链优化和关税豁免给苹果带来实质性好处，而且服务业务占比不断提升，这波关税对苹果是福不是祸啊
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持股修身养性
持股修身养性
·
05-01 21:45
$英伟达(NVDA)$
英伟达底层逻辑全球最硬，AI算力刚需不减、数据中心扩容持续，竞争门槛极高。即便估值偏高，也不过是反映未来增长预期，短期调整健康洗盘
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持股修身养性
持股修身养性
·
04-30 11:51
$微软(MSFT)$
微软现在W型底部已经非常明显了。今晚要是再拉升一下就突破双底的颈线，后面就是技术性上涨，无脑加仓即可，而且OpenAI合作加速落地，基本面支撑无忧。
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持股修身养性
持股修身养性
·
04-30 11:49
$纳斯达克(.IXIC)$
风险双刃剑，需要配合安全边际。选对赛道、控制仓位，就能在跌宕起伏中稳步前行。开法拉利不也是既要敢踩油门也要会踩刹车吗？稳健投资与勇于突破同等重要。
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持股修身养性
持股修身养性
·
04-30 11:44
$沪上阿姨(02589)$
市场对新式茶饮赛道预期很强。胡商阿姨也是有快速扩张的基础的。打新溢价空间比较诱人，保守也能小签获利，激进则视为长期布局新消费的切入点
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持股修身养性
持股修身养性
·
04-29
$微软(MSFT)$
目测微软现金流稳健，AI创新是目前最能讲故事的成长属性。现在的问题就是市场被吓怕了，逢低加仓不亏。400以下都可以买
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持股修身养性
持股修身养性
·
04-29
$苹果(AAPL)$
关税影响就是短期的问题，长期苹果赚钱机器依旧无解。随便拎出来哪个业务都是印钞机，硬件换机潮也在发酵。市场恐慌过后只剩价值
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持股修身养性
持股修身养性
·
04-29
$标普500(.SPX)$
市场情绪和资金面都非常的强，搭配宏观经济数据稳健，非常像是牛市复苏的前奏。短期回调更多是健康的震荡，不必急着减仓。
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target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 风险双刃剑，需要配合安全边际。选对赛道、控制仓位，就能在跌宕起伏中稳步前行。开法拉利不也是既要敢踩油门也要会踩刹车吗？稳健投资与勇于突破同等重要。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 风险双刃剑，需要配合安全边际。选对赛道、控制仓位，就能在跌宕起伏中稳步前行。开法拉利不也是既要敢踩油门也要会踩刹车吗？稳健投资与勇于突破同等重要。","text":"$纳斯达克(.IXIC)$ 风险双刃剑，需要配合安全边际。选对赛道、控制仓位，就能在跌宕起伏中稳步前行。开法拉利不也是既要敢踩油门也要会踩刹车吗？稳健投资与勇于突破同等重要。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429911450112176","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429910844432544,"gmtCreate":1745984677492,"gmtModify":1745984679506,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 市场对新式茶饮赛道预期很强。胡商阿姨也是有快速扩张的基础的。打新溢价空间比较诱人，保守也能小签获利，激进则视为长期布局新消费的切入点","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> 市场对新式茶饮赛道预期很强。胡商阿姨也是有快速扩张的基础的。打新溢价空间比较诱人，保守也能小签获利，激进则视为长期布局新消费的切入点","text":"$沪上阿姨(02589)$ 市场对新式茶饮赛道预期很强。胡商阿姨也是有快速扩张的基础的。打新溢价空间比较诱人，保守也能小签获利，激进则视为长期布局新消费的切入点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429910844432544","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429561562853528,"gmtCreate":1745899332436,"gmtModify":1745899334232,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 目测微软现金流稳健，AI创新是目前最能讲故事的成长属性。现在的问题就是市场被吓怕了，逢低加仓不亏。400以下都可以买","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 目测微软现金流稳健，AI创新是目前最能讲故事的成长属性。现在的问题就是市场被吓怕了，逢低加仓不亏。400以下都可以买","text":"$微软(MSFT)$ 目测微软现金流稳健，AI创新是目前最能讲故事的成长属性。现在的问题就是市场被吓怕了，逢低加仓不亏。400以下都可以买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429561562853528","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429560305385648,"gmtCreate":1745899226522,"gmtModify":1745904671447,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 关税影响就是短期的问题，长期苹果赚钱机器依旧无解。随便拎出来哪个业务都是印钞机，硬件换机潮也在发酵。市场恐慌过后只剩价值","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 关税影响就是短期的问题，长期苹果赚钱机器依旧无解。随便拎出来哪个业务都是印钞机，硬件换机潮也在发酵。市场恐慌过后只剩价值","text":"$苹果(AAPL)$ 关税影响就是短期的问题，长期苹果赚钱机器依旧无解。随便拎出来哪个业务都是印钞机，硬件换机潮也在发酵。市场恐慌过后只剩价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429560305385648","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429559035044016,"gmtCreate":1745898916380,"gmtModify":1745898918508,"author":{"id":"10000000000010480","authorId":"10000000000010480","name":"持股修身养性","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010480","authorIdStr":"10000000000010480"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 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