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布莱登森林
布莱登森林
·
2024-11-01
$上证指数(000001.SH)$
没法买啊，权重不跌，个股跌再叠加早上开盘还有一波拉升，更是吸引了不少的追高，然后就被套在了山顶上了，可能主要还是下周的避险情绪吧
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布莱登森林
布莱登森林
·
2024-11-01
$亚马逊(AMZN)$
北美零售利润率（不含广告）仍比 18 年低约 300 个基点，这表明 25 年国内利润可能上升，亚麻还是很稳定的
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1,523
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布莱登森林
布莱登森林
·
2024-11-01
$亚马逊(AMZN)$
$苹果(AAPL)$
$微软(MSFT)$
$Meta Platforms, Inc.(META)$
$谷歌(GOOG)$
亚马逊、苹果业绩继续超预期，包括这两天发业绩的微软Meta谷歌，美股市场龙头业绩依然这么稳健。虽然全市场估值不便宜，看跌氛围浓重，如果真的跌了，这些蓝筹又会非常便宜，又会吸引全球资本买入。
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2,637
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布莱登森林
布莱登森林
·
2024-10-31
$亚马逊(AMZN)$
作为全球电商和云计算市场的重量级玩家，亚马逊以其多元化的业务布局和技术创新，在竞争日趋激烈的市场中保持了增长势头。这种票的财报可以期待一下
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布莱登森林
布莱登森林
·
2024-10-31
$超微电脑(SMCI)$
逗死了，前两年制裁它，一帮狗子说制裁之下，人家业绩照样创新高。结果闹半天，业绩都是统计出来的
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1,726
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布莱登森林
布莱登森林
·
2024-10-30
$黄金/美元(XAUUSD.FOREX)$
恶性通胀和软妹币的贬值预期会抬高黄金，普通人没有多少避险手段了
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1,702
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布莱登森林
布莱登森林
·
2024-10-30
$微软(MSFT)$
如果OpenAI转变成盈利性公司,微软的股份占比会有多少?有没可能超过50%？微软总共投资了140亿左右吧,假如现在openAI估值1500亿左右，如果占比在50%就等于750亿,微软这笔投资至少翻了5倍了.
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布莱登森林
布莱登森林
·
2024-10-30
$谷歌(GOOG)$
非常亮眼的财报。市场原本预期云服务厂商投资GPU是不计利润率的，结果谷歌的云服务OPM大超预期，营收也显著超预期。谷歌作为竞争力最弱的云服务，业绩超预期
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布莱登森林
布莱登森林
·
2024-10-29
$特斯拉(TSLA)$
合不合法不一定，但是肯定合理，这属于美帝的基本操作，要不然洋老爷的钱从哪来来？
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布莱登森林
布莱登森林
·
2024-10-29
$小米集团-W(01810)$
尾盘加仓小米，被纽北赛道最大速度323震撼到了，期待今晚的人车家全生态发布会！
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target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 没法买啊，权重不跌，个股跌再叠加早上开盘还有一波拉升，更是吸引了不少的追高，然后就被套在了山顶上了，可能主要还是下周的避险情绪吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 没法买啊，权重不跌，个股跌再叠加早上开盘还有一波拉升，更是吸引了不少的追高，然后就被套在了山顶上了，可能主要还是下周的避险情绪吧","text":"$上证指数(000001.SH)$ 没法买啊，权重不跌，个股跌再叠加早上开盘还有一波拉升，更是吸引了不少的追高，然后就被套在了山顶上了，可能主要还是下周的避险情绪吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366288999883152","isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366287569182808,"gmtCreate":1730450998693,"gmtModify":1730451001035,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"布莱登森林","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 北美零售利润率（不含广告）仍比 18 年低约 300 个基点，这表明 25 年国内利润可能上升，亚麻还是很稳定的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 北美零售利润率（不含广告）仍比 18 年低约 300 个基点，这表明 25 年国内利润可能上升，亚麻还是很稳定的","text":"$亚马逊(AMZN)$ 北美零售利润率（不含广告）仍比 18 年低约 300 个基点，这表明 25 年国内利润可能上升，亚麻还是很稳定的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366287569182808","isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366286292521360,"gmtCreate":1730450618295,"gmtModify":1730450621431,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"布莱登森林","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 亚马逊、苹果业绩继续超预期，包括这两天发业绩的微软Meta谷歌，美股市场龙头业绩依然这么稳健。虽然全市场估值不便宜，看跌氛围浓重，如果真的跌了，这些蓝筹又会非常便宜，又会吸引全球资本买入。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 亚马逊、苹果业绩继续超预期，包括这两天发业绩的微软Meta谷歌，美股市场龙头业绩依然这么稳健。虽然全市场估值不便宜，看跌氛围浓重，如果真的跌了，这些蓝筹又会非常便宜，又会吸引全球资本买入。","text":"$亚马逊(AMZN)$ $苹果(AAPL)$ $微软(MSFT)$ $Meta Platforms, Inc.(META)$ $谷歌(GOOG)$ 亚马逊、苹果业绩继续超预期，包括这两天发业绩的微软Meta谷歌，美股市场龙头业绩依然这么稳健。虽然全市场估值不便宜，看跌氛围浓重，如果真的跌了，这些蓝筹又会非常便宜，又会吸引全球资本买入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366286292521360","isVote":1,"tweetType":1,"viewCount":2637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365927138132368,"gmtCreate":1730362934118,"gmtModify":1730362936189,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"布莱登森林","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 作为全球电商和云计算市场的重量级玩家，亚马逊以其多元化的业务布局和技术创新，在竞争日趋激烈的市场中保持了增长势头。这种票的财报可以期待一下","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 作为全球电商和云计算市场的重量级玩家，亚马逊以其多元化的业务布局和技术创新，在竞争日趋激烈的市场中保持了增长势头。这种票的财报可以期待一下","text":"$亚马逊(AMZN)$ 作为全球电商和云计算市场的重量级玩家，亚马逊以其多元化的业务布局和技术创新，在竞争日趋激烈的市场中保持了增长势头。这种票的财报可以期待一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365927138132368","isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365926104535440,"gmtCreate":1730362681775,"gmtModify":1730363248668,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"布莱登森林","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 逗死了，前两年制裁它，一帮狗子说制裁之下，人家业绩照样创新高。结果闹半天，业绩都是统计出来的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 逗死了，前两年制裁它，一帮狗子说制裁之下，人家业绩照样创新高。结果闹半天，业绩都是统计出来的","text":"$超微电脑(SMCI)$ 逗死了，前两年制裁它，一帮狗子说制裁之下，人家业绩照样创新高。结果闹半天，业绩都是统计出来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365926104535440","isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365577838076304,"gmtCreate":1730277655785,"gmtModify":1730278240861,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"布莱登森林","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$</a> 恶性通胀和软妹币的贬值预期会抬高黄金，普通人没有多少避险手段了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$</a> 恶性通胀和软妹币的贬值预期会抬高黄金，普通人没有多少避险手段了","text":"$黄金/美元(XAUUSD.FOREX)$ 恶性通胀和软妹币的贬值预期会抬高黄金，普通人没有多少避险手段了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365577838076304","isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365576371875928,"gmtCreate":1730277366539,"gmtModify":1730277369192,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"布莱登森林","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 如果OpenAI转变成盈利性公司,微软的股份占比会有多少?有没可能超过50%？微软总共投资了140亿左右吧,假如现在openAI估值1500亿左右，如果占比在50%就等于750亿,微软这笔投资至少翻了5倍了.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 如果OpenAI转变成盈利性公司,微软的股份占比会有多少?有没可能超过50%？微软总共投资了140亿左右吧,假如现在openAI估值1500亿左右，如果占比在50%就等于750亿,微软这笔投资至少翻了5倍了.","text":"$微软(MSFT)$ 如果OpenAI转变成盈利性公司,微软的股份占比会有多少?有没可能超过50%？微软总共投资了140亿左右吧,假如现在openAI估值1500亿左右，如果占比在50%就等于750亿,微软这笔投资至少翻了5倍了.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365576371875928","isVote":1,"tweetType":1,"viewCount":3286,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502783698654092","authorId":"3502783698654092","name":"俺是耕天滴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"idStr":"3502783698654092","authorIdStr":"3502783698654092"},"content":"不太可能，估计最多20%","text":"不太可能，估计最多20%","html":"不太可能，估计最多20%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365575253848152,"gmtCreate":1730277093582,"gmtModify":1730277095591,"author":{"id":"9000000000000223","authorId":"9000000000000223","name":"布莱登森林","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000223","authorIdStr":"9000000000000223"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 非常亮眼的财报。市场原本预期云服务厂商投资GPU是不计利润率的，结果谷歌的云服务OPM大超预期，营收也显著超预期。谷歌作为竞争力最弱的云服务，业绩超预期","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 非常亮眼的财报。市场原本预期云服务厂商投资GPU是不计利润率的，结果谷歌的云服务OPM大超预期，营收也显著超预期。谷歌作为竞争力最弱的云服务，业绩超预期","text":"$谷歌(GOOG)$ 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