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Aureliano
以道观之,⏩加速行之
IP属地:北京
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Aureliano
Aureliano
·
02-15
$AAPL 20250221 242.5 CALL$
4.6卖了多好,最近总是把我不好日内卖点!
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Aureliano
Aureliano
·
02-14
你给下周新闻联播预热来了😏
非常抱歉,此主贴已删除
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Aureliano
Aureliano
·
02-14
$MIU.HK 20250227 36.00 PUT$
😭 本来继续会跳的,结果一个接见消息的黑天鹅
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Aureliano
Aureliano
·
02-06
那是裤裆着火,本来就是华尔街做局,恶意下挫
大摩:予英伟达“增持”评级,受DeepSeek冲击后出现买入机会
Blackwell相关业务表现强劲。
大摩:予英伟达“增持”评级,受DeepSeek冲击后出现买入机会
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Aureliano
Aureliano
·
01-28
这次华尔街炒作 DeepSeek R1 堪称完美,只不过没想到失忆的人那么多
多年以后 当人们回忆起 2025 年的春节 会冠以“争气节”的称呼 遥想 2024 年春节被 OpenAI 的 Sora 支配的恐惧 收手吧 梁文锋 高考、考研、考编的孩子,已经不想背新的大题啦 现在 deepseek 的吹捧夸张程度是什么样呢? 欧美:这是三体级别的 老中:梁文锋有帝王之相 明明一个月前就炒作过一次算法优化影响算力 当时是 deepseek V3 然后最近又故技重施 核心原因是上次没跌到位 这点华尔街反复上演的戏码 不知道为什么总有人觉得新鲜 我是 1.24 买的三倍做多半导体 SOXL 33 PUT 那时只是看到了发酵前的 deepseek r1 在小部分传播,但是你去看 SOXL,半导体又到了压力位,空头已经集结完了,就等一个信号。 这个信号即使不是 deepseek r1,也会是别的。空头都没想到鱼这么大,1.27 开盘后一小时怎么做的,不但不是直接砸下来,还搞出资金净流入的戏码,继续诱多,直到下半场猛砸。 我还被老美爱国情怀忽悠,把 8 块的条件单改到 5.65 就睡了,醒来一看……
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这次华尔街炒作 DeepSeek R1 堪称完美,只不过没想到失忆的人那么多
Aureliano
Aureliano
·
01-27
Replying to
@交易是收获的游戏
:就是中国的大模型算法上首次超越了美国,且开源、低成本、低价,造成又一轮算力需求担忧,短期是利空英伟达的,但长期还是利多的//
@交易是收获的游戏
:到底是什么情况?
@Aureliano:
$三倍做多半导体ETF-Direxion Daily(SOXL)$ 现在 对 deepseek 的吹捧夸张到什么程度呢? 欧美:这是三体级别的,亡球灭种啊 老中:梁文锋有帝王之相……
$三倍做多半导体ETF-Direxion Daily(SOXL)$ 现在 对 deepseek 的吹捧夸张到什么程度呢? 欧美:这是三体级别的,亡球灭种啊 老中:梁文锋有帝王之相……
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Aureliano
Aureliano
·
01-27
$三倍做多半导体ETF-Direxion Daily(SOXL)$
现在 对 deepseek 的吹捧夸张到什么程度呢? 欧美:这是三体级别的,亡球灭种啊 老中:梁文锋有帝王之相……
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Aureliano
Aureliano
·
01-24
$小米集团-W(01810)$
短期看空,今天给了call的逃顶机会,正股长期可以拿着,但港股尿性一定会洗到30块,甚至28块再涨的。 春节过后,配合竞品消息面炒作,开始下杀! 正股不要被洗走,期权选手择时获利了结!
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Aureliano
Aureliano
·
01-23
小米开始洗盘,双顶结构 港股的德性,会做到30元、28元 才值得吃到50元。 长线就是耐心,期权call逢低买入
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Aureliano
Aureliano
·
2024-11-20
胡乱走出舒适区,对人和企业都是误区,“敢为天下后”的哲学多跟段永平和马化腾学学,我们的比较优势是学习力,别无其他
@benjaminshi:
$小米集团-W(01810)$ 那么多人都看好小米么?我觉得小米短期涨问题不大,但是长期来看还是有很多问题,手机和新能源行业都太卷。 而且小米长期一直是市场跟随者,不是领导者,没有那种尝试突破人类边界的产品,太保守,如果哪天小米准备发射卫星或者进军生物医药行业啥的,倒是可以入哈哈
$小米集团-W(01810)$ 那么多人都看好小米么?我觉得小米短期涨问题不大,但是长期来看还是有很多问题,手机和新能源行业都太卷。 而且小米长期一直是市场跟随者,不是领导者,没有那种尝试突破人类边界的产品,太保守,如果哪天小米准备发射卫星或者进军生物医药行业啥的,倒是可以入哈哈
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href=\"https://laohu8.com/OPT/MIU.HK 20250227 36.00 PUT\">$MIU.HK 20250227 36.00 PUT$</a> 😭 本来继续会跳的,结果一个接见消息的黑天鹅","listText":"<a href=\"https://laohu8.com/OPT/MIU.HK 20250227 36.00 PUT\">$MIU.HK 20250227 36.00 PUT$</a> 😭 本来继续会跳的,结果一个接见消息的黑天鹅","text":"$MIU.HK 20250227 36.00 PUT$ 😭 本来继续会跳的,结果一个接见消息的黑天鹅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403454084047216","isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400675552817784,"gmtCreate":1738828422324,"gmtModify":1738828954085,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493105510369083","authorIdStr":"3493105510369083"},"themes":[],"htmlText":"那是裤裆着火,本来就是华尔街做局,恶意下挫","listText":"那是裤裆着火,本来就是华尔街做局,恶意下挫","text":"那是裤裆着火,本来就是华尔街做局,恶意下挫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400675552817784","repostId":"1178996124","repostType":2,"repost":{"id":"1178996124","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1738828139,"share":"https://www.laohu8.com/m/news/1178996124?lang=&edition=full","pubTime":"2025-02-06 15:48","market":"us","language":"zh","title":"大摩:予英伟达“增持”评级,受DeepSeek冲击后出现买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1178996124","media":"老虎资讯综合","summary":"Blackwell相关业务表现强劲。","content":"<html><head></head><body><p>摩根士丹利发表报告,重申英伟达为首选股,因近期业务持续向好,Blackwell供应可见性逐步提升,客户的消费意愿显著,尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为,虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战,但近期调查显示,Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情,将于下半年重新转向英伟达。该行予英伟达“增持”评级,目标价152美元,认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩:予英伟达“增持”评级,受DeepSeek冲击后出现买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-06 15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表报告,重申英伟达为首选股,因近期业务持续向好,Blackwell供应可见性逐步提升,客户的消费意愿显著,尽管市场对潜在长期风险的情绪有所恶化。</p><p>该行认为,虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战,但近期调查显示,Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情,将于下半年重新转向英伟达。该行予英伟达“增持”评级,目标价152美元,认为该股因DeepSeek而被抛售后带来买入机会。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7121b16dbfc2f6d101f4fe29afc472\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178996124","content_text":"摩根士丹利发表报告,重申英伟达为首选股,因近期业务持续向好,Blackwell供应可见性逐步提升,客户的消费意愿显著,尽管市场对潜在长期风险的情绪有所恶化。该行认为,虽然DeepSeek在出口管制及长期投资方面给英伟达带来一些挑战,但近期调查显示,Hopper以及各种类型的Blackwell相关业务表现强劲。该行另相信市场对特殊应用集成电路(ASIC)的热情,将于下半年重新转向英伟达。该行予英伟达“增持”评级,目标价152美元,认为该股因DeepSeek而被抛售后带来买入机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397398606180648,"gmtCreate":1738060825031,"gmtModify":1738061221556,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493105510369083","authorIdStr":"3493105510369083"},"themes":[],"title":"这次华尔街炒作 DeepSeek R1 堪称完美,只不过没想到失忆的人那么多","htmlText":"多年以后 当人们回忆起 2025 年的春节 会冠以“争气节”的称呼 遥想 2024 年春节被 OpenAI 的 Sora 支配的恐惧 收手吧 梁文锋 高考、考研、考编的孩子,已经不想背新的大题啦 现在 deepseek 的吹捧夸张程度是什么样呢? 欧美:这是三体级别的 老中:梁文锋有帝王之相 明明一个月前就炒作过一次算法优化影响算力 当时是 deepseek V3 然后最近又故技重施 核心原因是上次没跌到位 这点华尔街反复上演的戏码 不知道为什么总有人觉得新鲜 我是 1.24 买的三倍做多半导体 SOXL 33 PUT 那时只是看到了发酵前的 deepseek r1 在小部分传播,但是你去看 SOXL,半导体又到了压力位,空头已经集结完了,就等一个信号。 这个信号即使不是 deepseek r1,也会是别的。空头都没想到鱼这么大,1.27 开盘后一小时怎么做的,不但不是直接砸下来,还搞出资金净流入的戏码,继续诱多,直到下半场猛砸。 我还被老美爱国情怀忽悠,把 8 块的条件单改到 5.65 就睡了,醒来一看……","listText":"多年以后 当人们回忆起 2025 年的春节 会冠以“争气节”的称呼 遥想 2024 年春节被 OpenAI 的 Sora 支配的恐惧 收手吧 梁文锋 高考、考研、考编的孩子,已经不想背新的大题啦 现在 deepseek 的吹捧夸张程度是什么样呢? 欧美:这是三体级别的 老中:梁文锋有帝王之相 明明一个月前就炒作过一次算法优化影响算力 当时是 deepseek V3 然后最近又故技重施 核心原因是上次没跌到位 这点华尔街反复上演的戏码 不知道为什么总有人觉得新鲜 我是 1.24 买的三倍做多半导体 SOXL 33 PUT 那时只是看到了发酵前的 deepseek r1 在小部分传播,但是你去看 SOXL,半导体又到了压力位,空头已经集结完了,就等一个信号。 这个信号即使不是 deepseek r1,也会是别的。空头都没想到鱼这么大,1.27 开盘后一小时怎么做的,不但不是直接砸下来,还搞出资金净流入的戏码,继续诱多,直到下半场猛砸。 我还被老美爱国情怀忽悠,把 8 块的条件单改到 5.65 就睡了,醒来一看……","text":"多年以后 当人们回忆起 2025 年的春节 会冠以“争气节”的称呼 遥想 2024 年春节被 OpenAI 的 Sora 支配的恐惧 收手吧 梁文锋 高考、考研、考编的孩子,已经不想背新的大题啦 现在 deepseek 的吹捧夸张程度是什么样呢? 欧美:这是三体级别的 老中:梁文锋有帝王之相 明明一个月前就炒作过一次算法优化影响算力 当时是 deepseek V3 然后最近又故技重施 核心原因是上次没跌到位 这点华尔街反复上演的戏码 不知道为什么总有人觉得新鲜 我是 1.24 买的三倍做多半导体 SOXL 33 PUT 那时只是看到了发酵前的 deepseek r1 在小部分传播,但是你去看 SOXL,半导体又到了压力位,空头已经集结完了,就等一个信号。 这个信号即使不是 deepseek r1,也会是别的。空头都没想到鱼这么大,1.27 开盘后一小时怎么做的,不但不是直接砸下来,还搞出资金净流入的戏码,继续诱多,直到下半场猛砸。 我还被老美爱国情怀忽悠,把 8 块的条件单改到 5.65 就睡了,醒来一看……","images":[{"img":"https://static.tigerbbs.com/1f853d01d7648a23afafdcf8678d7213","width":"1290","height":"2796"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/397398606180648","isVote":1,"tweetType":1,"viewCount":3749,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3473643028991511","authorId":"3473643028991511","name":"Fayreey","avatar":"https://static.tigerbbs.com/a7eb37c934f8224540f1f501fb0def42","crmLevel":5,"crmLevelSwitch":0,"idStr":"3473643028991511","authorIdStr":"3473643028991511"},"content":"哈哈哈。相信国运,定投纳指","text":"哈哈哈。相信国运,定投纳指","html":"哈哈哈。相信国运,定投纳指"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":397095525651112,"gmtCreate":1737969785763,"gmtModify":1737969788388,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493105510369083","authorIdStr":"3493105510369083"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3573291056330294\">@交易是收获的游戏</a>:就是中国的大模型算法上首次超越了美国,且开源、低成本、低价,造成又一轮算力需求担忧,短期是利空英伟达的,但长期还是利多的//<a href=\"https://laohu8.com/U/3573291056330294\">@交易是收获的游戏</a>:到底是什么情况?","listText":"Replying to <a href=\"https://laohu8.com/U/3573291056330294\">@交易是收获的游戏</a>:就是中国的大模型算法上首次超越了美国,且开源、低成本、低价,造成又一轮算力需求担忧,短期是利空英伟达的,但长期还是利多的//<a href=\"https://laohu8.com/U/3573291056330294\">@交易是收获的游戏</a>:到底是什么情况?","text":"Replying to @交易是收获的游戏:就是中国的大模型算法上首次超越了美国,且开源、低成本、低价,造成又一轮算力需求担忧,短期是利空英伟达的,但长期还是利多的//@交易是收获的游戏:到底是什么情况?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397095525651112","repostId":"397031994020424","repostType":1,"repost":{"id":397031994020424,"gmtCreate":1737954428462,"gmtModify":1737954554428,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493105510369083","authorIdStr":"3493105510369083"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"0\"></v-v> 现在 对 deepseek 的吹捧夸张到什么程度呢? 欧美:这是三体级别的,亡球灭种啊 老中:梁文锋有帝王之相……","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"0\"></v-v> 现在 对 deepseek 的吹捧夸张到什么程度呢? 欧美:这是三体级别的,亡球灭种啊 老中:梁文锋有帝王之相……","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 现在 对 deepseek 的吹捧夸张到什么程度呢? 欧美:这是三体级别的,亡球灭种啊 老中:梁文锋有帝王之相……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397031994020424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397031994020424,"gmtCreate":1737954428462,"gmtModify":1737954554428,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493105510369083","authorIdStr":"3493105510369083"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v 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老中:梁文锋有帝王之相……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/397031994020424","isVote":1,"tweetType":1,"viewCount":7971,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573291056330294","authorId":"3573291056330294","name":"交易之旅","avatar":"https://static.tigerbbs.com/e034203ad63bf9a8254c977f77e73f98","crmLevel":2,"crmLevelSwitch":0,"idStr":"3573291056330294","authorIdStr":"3573291056330294"},"content":"到底是什么情况?","text":"到底是什么情况?","html":"到底是什么情况?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395912481902976,"gmtCreate":1737683812005,"gmtModify":1737683937165,"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493105510369083","authorIdStr":"3493105510369083"},"themes":[],"htmlText":"<a 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