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贝尼特斯23
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贝尼特斯23
贝尼特斯23
·
2024-11-01
$苹果(AAPL)$
这公司业绩会永远也是那些车轱辘话，突出一个啥都不说，要真说比东边某电商公司多说了点啥，应该就是收入下个季度中低单位数增长吧。其实也不错了，去年因为镜头供应原因四季度基数挺大的，而且毛利率没掉，真是相当恐怖
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贝尼特斯23
贝尼特斯23
·
2024-11-01
$超微电脑(SMCI)$
超微还是很多大公司喜欢的菜 如果并购 希望特斯拉和nvda参与 ， 苏妈买了一个组装厂 应该没得经历来搞
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贝尼特斯23
贝尼特斯23
·
2024-10-31
半导体拉那一下，感觉似曾相识，看了下去年4月份那个顶部，形态、k线、技术指标很多相似之处。
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贝尼特斯23
贝尼特斯23
·
2024-10-31
$苹果(AAPL)$
苹果今年疯狂上马M4系列产品，性能方面彪悍无敌，现在甚至开始打性价比，简直不可理喻。难以想象明年的iPad Pro会有多彪悍……这种程度的领先没有AI股价也得起飞
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贝尼特斯23
贝尼特斯23
·
2024-10-30
$英特尔(INTC)$
英特尔反转与否，其实取决于管理层的策略，英特尔如果有手术式的革新，效果是瞬间的。不考虑这个条件，单纯的博反转比较虎
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贝尼特斯23
贝尼特斯23
·
2024-10-30
$MicroStrategy Incorporated(MSTR)$
MSTR非常大概率将会开启新一轮可转债，考虑到近期的强势表现，融资额会大于此前的2B，我估计在20-50亿之间。在大B进一步突破前，我不认为mstr的溢价率会显著下降
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贝尼特斯23
贝尼特斯23
·
2024-10-30
$特朗普媒体科技集团(DJT)$
美国的无厘头和中国一模一样，这只票一个月涨了3倍多。高位放巨量形成标准上吊线。差不多可以跑路了
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贝尼特斯23
贝尼特斯23
·
2024-10-29
$恒生指数(HSI)$
十月份跑了五万亿，成交额创历史新高，不知道还以为牛市末期了呢…还有新进场的五万亿嗷嗷待拉
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贝尼特斯23
贝尼特斯23
·
2024-10-29
$美国超微公司(AMD)$
AMD俺就再信你最后一次，正股加put做保护，我赌财报是好看的
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贝尼特斯23
贝尼特斯23
·
2024-10-28
$微软(MSFT)$
现在全世界范围内有哪家ai软件公司实现成熟的可盈利商业模式了？除了微软似乎别的公司都没戏
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应该没得经历来搞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366286554370136","isVote":1,"tweetType":1,"viewCount":1678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365927337996376,"gmtCreate":1730363051626,"gmtModify":1730363054203,"author":{"id":"9000000000000324","authorId":"9000000000000324","name":"贝尼特斯23","avatar":"https://static.tigerbbs.com/7e0b33ca1e2c701ffc48fb8eb32fb4c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000324","authorIdStr":"9000000000000324"},"themes":[],"htmlText":"半导体拉那一下，感觉似曾相识，看了下去年4月份那个顶部，形态、k线、技术指标很多相似之处。","listText":"半导体拉那一下，感觉似曾相识，看了下去年4月份那个顶部，形态、k线、技术指标很多相似之处。","text":"半导体拉那一下，感觉似曾相识，看了下去年4月份那个顶部，形态、k线、技术指标很多相似之处。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365927337996376","isVote":1,"tweetType":1,"viewCount":1959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365926400242064,"gmtCreate":1730362753969,"gmtModify":1730362755670,"author":{"id":"9000000000000324","authorId":"9000000000000324","name":"贝尼特斯23","avatar":"https://static.tigerbbs.com/7e0b33ca1e2c701ffc48fb8eb32fb4c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000324","authorIdStr":"9000000000000324"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 苹果今年疯狂上马M4系列产品，性能方面彪悍无敌，现在甚至开始打性价比，简直不可理喻。难以想象明年的iPad Pro会有多彪悍……这种程度的领先没有AI股价也得起飞","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 苹果今年疯狂上马M4系列产品，性能方面彪悍无敌，现在甚至开始打性价比，简直不可理喻。难以想象明年的iPad Pro会有多彪悍……这种程度的领先没有AI股价也得起飞","text":"$苹果(AAPL)$ 苹果今年疯狂上马M4系列产品，性能方面彪悍无敌，现在甚至开始打性价比，简直不可理喻。难以想象明年的iPad Pro会有多彪悍……这种程度的领先没有AI股价也得起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365926400242064","isVote":1,"tweetType":1,"viewCount":1508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365577838207064,"gmtCreate":1730277724529,"gmtModify":1730277726287,"author":{"id":"9000000000000324","authorId":"9000000000000324","name":"贝尼特斯23","avatar":"https://static.tigerbbs.com/7e0b33ca1e2c701ffc48fb8eb32fb4c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000324","authorIdStr":"9000000000000324"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 英特尔反转与否，其实取决于管理层的策略，英特尔如果有手术式的革新，效果是瞬间的。不考虑这个条件，单纯的博反转比较虎","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 英特尔反转与否，其实取决于管理层的策略，英特尔如果有手术式的革新，效果是瞬间的。不考虑这个条件，单纯的博反转比较虎","text":"$英特尔(INTC)$ 英特尔反转与否，其实取决于管理层的策略，英特尔如果有手术式的革新，效果是瞬间的。不考虑这个条件，单纯的博反转比较虎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365577838207064","isVote":1,"tweetType":1,"viewCount":2734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365576933786000,"gmtCreate":1730277435010,"gmtModify":1730278288478,"author":{"id":"9000000000000324","authorId":"9000000000000324","name":"贝尼特斯23","avatar":"https://static.tigerbbs.com/7e0b33ca1e2c701ffc48fb8eb32fb4c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000324","authorIdStr":"9000000000000324"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> MSTR非常大概率将会开启新一轮可转债，考虑到近期的强势表现，融资额会大于此前的2B，我估计在20-50亿之间。在大B进一步突破前，我不认为mstr的溢价率会显著下降","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> MSTR非常大概率将会开启新一轮可转债，考虑到近期的强势表现，融资额会大于此前的2B，我估计在20-50亿之间。在大B进一步突破前，我不认为mstr的溢价率会显著下降","text":"$MicroStrategy Incorporated(MSTR)$ MSTR非常大概率将会开启新一轮可转债，考虑到近期的强势表现，融资额会大于此前的2B，我估计在20-50亿之间。在大B进一步突破前，我不认为mstr的溢价率会显著下降","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365576933786000","isVote":1,"tweetType":1,"viewCount":3369,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3531115023178684","authorId":"3531115023178684","name":"ving","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3531115023178684","authorIdStr":"3531115023178684"},"content":"是的，不卖出持有的BTC的情况下，只有融资买币一条路，加大杠杆，只要BTC不暴跌，股价会越来越高","text":"是的，不卖出持有的BTC的情况下，只有融资买币一条路，加大杠杆，只要BTC不暴跌，股价会越来越高","html":"是的，不卖出持有的BTC的情况下，只有融资买币一条路，加大杠杆，只要BTC不暴跌，股价会越来越高"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365575532793944,"gmtCreate":1730277161684,"gmtModify":1730277163479,"author":{"id":"9000000000000324","authorId":"9000000000000324","name":"贝尼特斯23","avatar":"https://static.tigerbbs.com/7e0b33ca1e2c701ffc48fb8eb32fb4c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000324","authorIdStr":"9000000000000324"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a> 美国的无厘头和中国一模一样，这只票一个月涨了3倍多。高位放巨量形成标准上吊线。差不多可以跑路了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a> 美国的无厘头和中国一模一样，这只票一个月涨了3倍多。高位放巨量形成标准上吊线。差不多可以跑路了","text":"$特朗普媒体科技集团(DJT)$ 美国的无厘头和中国一模一样，这只票一个月涨了3倍多。高位放巨量形成标准上吊线。差不多可以跑路了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365575532793944","isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365227946086488,"gmtCreate":1730192301648,"gmtModify":1730192303610,"author":{"id":"9000000000000324","authorId":"9000000000000324","name":"贝尼特斯23","avatar":"https://static.tigerbbs.com/7e0b33ca1e2c701ffc48fb8eb32fb4c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000324","authorIdStr":"9000000000000324"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 十月份跑了五万亿，成交额创历史新高，不知道还以为牛市末期了呢…还有新进场的五万亿嗷嗷待拉","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 十月份跑了五万亿，成交额创历史新高，不知道还以为牛市末期了呢…还有新进场的五万亿嗷嗷待拉","text":"$恒生指数(HSI)$ 十月份跑了五万亿，成交额创历史新高，不知道还以为牛市末期了呢…还有新进场的五万亿嗷嗷待拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365227946086488","isVote":1,"tweetType":1,"viewCount":3154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365226938053008,"gmtCreate":1730191986833,"gmtModify":1730191988684,"author":{"id":"9000000000000324","authorId":"9000000000000324","name":"贝尼特斯23","avatar":"https://static.tigerbbs.com/7e0b33ca1e2c701ffc48fb8eb32fb4c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000324","authorIdStr":"9000000000000324"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> AMD俺就再信你最后一次，正股加put做保护，我赌财报是好看的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> AMD俺就再信你最后一次，正股加put做保护，我赌财报是好看的","text":"$美国超微公司(AMD)$ AMD俺就再信你最后一次，正股加put做保护，我赌财报是好看的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365226938053008","isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364867506774416,"gmtCreate":1730104235057,"gmtModify":1730104236945,"author":{"id":"9000000000000324","authorId":"9000000000000324","name":"贝尼特斯23","avatar":"https://static.tigerbbs.com/7e0b33ca1e2c701ffc48fb8eb32fb4c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000324","authorIdStr":"9000000000000324"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 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