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先救我她有对象
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先救我她有对象
先救我她有对象
·
2024-06-24
$腾讯控股(00700)$
从腾讯公司目前公布的信息来看，第二季度腾讯游戏业务好的很，但是一旦稍微有不注意，这就又会被甩下来了，腾讯能不能稳一些啊，真让人提心吊胆
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先救我她有对象
先救我她有对象
·
2024-06-24
$特斯拉(TSLA)$
如今这个形势下，AI下游的各个赛道机会是确定的，比如像特斯拉入局人形机器人产业，带动机器人产业链快速发展。智能驾驶也是一样，特斯拉的AI能力世界顶级，这也是高估值的原因。
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先救我她有对象
先救我她有对象
·
2024-06-13
$腾讯控股(00700)$
说实话，AI产业，国内真正受益的玩家只有腾讯。毕竟腾讯的应用场景最丰富，如果说苹果手机接入CHATGPT后能带来突破的话，那么腾讯可以接入AI的地方只多不少。而且腾讯的即时通讯和AI简直天造地设。AI的软件和硬件我觉得我们没啥希望超越漂亮国，但是应用层间，我感觉腾讯完全可以赶上，甚至都能够超越。
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先救我她有对象
先救我她有对象
·
2024-06-12
$微软(MSFT)$
微软至今都是科技股龙头，跟着它混准没错！加油啊微软，手握open AI这个王牌你也该发力了，继续一路上升，保住首位，一定能行！
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先救我她有对象
先救我她有对象
·
2024-06-11
$理想汽车(LI)$
理想mega只要保持这种销量水平的话，只会持续亏钱。L系列看似销量回稳，但其实是全靠L6撑着。如果明年纯电系列销量不好的话，那就彻底完了！
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先救我她有对象
先救我她有对象
·
2024-06-06
$苹果(AAPL)$
苹果3万亿市值对应30倍PE真是不便宜！相对茅台2万亿市值，今年23倍PE真不贵！再看腾讯，3.3万亿市值,2000亿利润，14倍PE,也很划算了！
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先救我她有对象
先救我她有对象
·
2024-02-26
$ARM Holdings Ltd(ARM)$
从投资角度来看，我认为ARM是值得考虑的标的。首先因为ARM独特的商业模式，而且基于ARM的商业模式，其估值考虑的重点方向不能只看PE。其次，AI风潮对ARM业绩的影响有目共睹，其手机，电脑，数据中心，汽车，物联网领域的最新进展也是一样。从基本面来讲，我认为AI浪潮发展到这个阶段，已经开始对ARM的收入增速产生重大影响，否则它仍然会是那种不温不热的业绩增长
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先救我她有对象
先救我她有对象
·
2024-02-23
$美团-W(03690)$
其实抖音做本地生活对美团利大于弊，既做大了市场，又大幅提升了行业天花板。关键是它用的是美团之前走过的弯路，反正竞争对手迟早会出现。一个差异化的对手，远好过一个同质化的对手。只是短期大家都被它这种快速起量的打法搞懵了，殊不知，当规模达到一定量级，抖音本地生活增速也会迅速下降，时间就是今年，双方的增速在下半年很可能会拉平，而美团的质量则要高的多
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先救我她有对象
先救我她有对象
·
2024-02-22
$超微电脑(SMCI)$
这其实就是增发，而且要付投资人利息，利滚利滚起来很可怕。相信我，我玩过
$Faraday Future(FFIE)$
，对可转债可谓是很有经验，就是不知道嵌入式看跌期权和嵌入式看涨期权在实际操作上有多大区别
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先救我她有对象
先救我她有对象
·
2024-02-21
$特斯拉(TSLA)$
甭管什么雷达，带雷达就是弱，视觉算法和算力不足就这么简单。 要是国产目前能达到特斯拉fsd水平，特斯拉就早进来了，只要水平相差不多可以依靠舆论优势把特斯拉打成垃圾，目前就是因为跟特斯拉之间差距太大才不能放它进来
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href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>微软至今都是科技股龙头，跟着它混准没错！加油啊微软，手握open AI这个王牌你也该发力了，继续一路上升，保住首位，一定能行！","text":"$微软(MSFT)$ 微软至今都是科技股龙头，跟着它混准没错！加油啊微软，手握open AI这个王牌你也该发力了，继续一路上升，保住首位，一定能行！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316186446975088","isVote":1,"tweetType":1,"viewCount":3392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315828050645104,"gmtCreate":1718114374764,"gmtModify":1718114376599,"author":{"id":"9000000000000687","authorId":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687","authorIdStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>理想mega只要保持这种销量水平的话，只会持续亏钱。L系列看似销量回稳，但其实是全靠L6撑着。如果明年纯电系列销量不好的话，那就彻底完了！","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>理想mega只要保持这种销量水平的话，只会持续亏钱。L系列看似销量回稳，但其实是全靠L6撑着。如果明年纯电系列销量不好的话，那就彻底完了！","text":"$理想汽车(LI)$ 理想mega只要保持这种销量水平的话，只会持续亏钱。L系列看似销量回稳，但其实是全靠L6撑着。如果明年纯电系列销量不好的话，那就彻底完了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315828050645104","isVote":1,"tweetType":1,"viewCount":5957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313996238766360,"gmtCreate":1717679663996,"gmtModify":1717751343018,"author":{"id":"9000000000000687","authorId":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687","authorIdStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>苹果3万亿市值对应30倍PE真是不便宜！相对茅台2万亿市值，今年23倍PE真不贵！再看腾讯，3.3万亿市值,2000亿利润，14倍PE,也很划算了！","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>苹果3万亿市值对应30倍PE真是不便宜！相对茅台2万亿市值，今年23倍PE真不贵！再看腾讯，3.3万亿市值,2000亿利润，14倍PE,也很划算了！","text":"$苹果(AAPL)$ 苹果3万亿市值对应30倍PE真是不便宜！相对茅台2万亿市值，今年23倍PE真不贵！再看腾讯，3.3万亿市值,2000亿利润，14倍PE,也很划算了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313996238766360","isVote":1,"tweetType":1,"viewCount":2365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278242616520720,"gmtCreate":1708961167096,"gmtModify":1708961168580,"author":{"id":"9000000000000687","authorId":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687","authorIdStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 从投资角度来看，我认为ARM是值得考虑的标的。首先因为ARM独特的商业模式，而且基于ARM的商业模式，其估值考虑的重点方向不能只看PE。其次，AI风潮对ARM业绩的影响有目共睹，其手机，电脑，数据中心，汽车，物联网领域的最新进展也是一样。从基本面来讲，我认为AI浪潮发展到这个阶段，已经开始对ARM的收入增速产生重大影响，否则它仍然会是那种不温不热的业绩增长","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 从投资角度来看，我认为ARM是值得考虑的标的。首先因为ARM独特的商业模式，而且基于ARM的商业模式，其估值考虑的重点方向不能只看PE。其次，AI风潮对ARM业绩的影响有目共睹，其手机，电脑，数据中心，汽车，物联网领域的最新进展也是一样。从基本面来讲，我认为AI浪潮发展到这个阶段，已经开始对ARM的收入增速产生重大影响，否则它仍然会是那种不温不热的业绩增长","text":"$ARM Holdings Ltd(ARM)$ 从投资角度来看，我认为ARM是值得考虑的标的。首先因为ARM独特的商业模式，而且基于ARM的商业模式，其估值考虑的重点方向不能只看PE。其次，AI风潮对ARM业绩的影响有目共睹，其手机，电脑，数据中心，汽车，物联网领域的最新进展也是一样。从基本面来讲，我认为AI浪潮发展到这个阶段，已经开始对ARM的收入增速产生重大影响，否则它仍然会是那种不温不热的业绩增长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278242616520720","isVote":1,"tweetType":1,"viewCount":2308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277158182187080,"gmtCreate":1708696548374,"gmtModify":1708696553367,"author":{"id":"9000000000000687","authorId":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687","authorIdStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>其实抖音做本地生活对美团利大于弊，既做大了市场，又大幅提升了行业天花板。关键是它用的是美团之前走过的弯路，反正竞争对手迟早会出现。一个差异化的对手，远好过一个同质化的对手。只是短期大家都被它这种快速起量的打法搞懵了，殊不知，当规模达到一定量级，抖音本地生活增速也会迅速下降，时间就是今年，双方的增速在下半年很可能会拉平，而美团的质量则要高的多","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>其实抖音做本地生活对美团利大于弊，既做大了市场，又大幅提升了行业天花板。关键是它用的是美团之前走过的弯路，反正竞争对手迟早会出现。一个差异化的对手，远好过一个同质化的对手。只是短期大家都被它这种快速起量的打法搞懵了，殊不知，当规模达到一定量级，抖音本地生活增速也会迅速下降，时间就是今年，双方的增速在下半年很可能会拉平，而美团的质量则要高的多","text":"$美团-W(03690)$ 其实抖音做本地生活对美团利大于弊，既做大了市场，又大幅提升了行业天花板。关键是它用的是美团之前走过的弯路，反正竞争对手迟早会出现。一个差异化的对手，远好过一个同质化的对手。只是短期大家都被它这种快速起量的打法搞懵了，殊不知，当规模达到一定量级，抖音本地生活增速也会迅速下降，时间就是今年，双方的增速在下半年很可能会拉平，而美团的质量则要高的多","images":[{"img":"https://static.tigerbbs.com/e1f15071c447137c929c4c9d3157c479","width":"249","height":"249"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277158182187080","isVote":1,"tweetType":1,"viewCount":3729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":276782391480336,"gmtCreate":1708604666842,"gmtModify":1708604668494,"author":{"id":"9000000000000687","authorId":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687","authorIdStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 这其实就是增发，而且要付投资人利息，利滚利滚起来很可怕。相信我，我玩过 <a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> ，对可转债可谓是很有经验，就是不知道嵌入式看跌期权和嵌入式看涨期权在实际操作上有多大区别","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 这其实就是增发，而且要付投资人利息，利滚利滚起来很可怕。相信我，我玩过 <a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> ，对可转债可谓是很有经验，就是不知道嵌入式看跌期权和嵌入式看涨期权在实际操作上有多大区别","text":"$超微电脑(SMCI)$ 这其实就是增发，而且要付投资人利息，利滚利滚起来很可怕。相信我，我玩过 $Faraday Future(FFIE)$ ，对可转债可谓是很有经验，就是不知道嵌入式看跌期权和嵌入式看涨期权在实际操作上有多大区别","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276782391480336","isVote":1,"tweetType":1,"viewCount":2368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276474145304624,"gmtCreate":1708526170800,"gmtModify":1708527371352,"author":{"id":"9000000000000687","authorId":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000687","authorIdStr":"9000000000000687"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v>甭管什么雷达，带雷达就是弱，视觉算法和算力不足就这么简单。 要是国产目前能达到特斯拉fsd水平，特斯拉就早进来了，只要水平相差不多可以依靠舆论优势把特斯拉打成垃圾，目前就是因为跟特斯拉之间差距太大才不能放它进来","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v>甭管什么雷达，带雷达就是弱，视觉算法和算力不足就这么简单。 要是国产目前能达到特斯拉fsd水平，特斯拉就早进来了，只要水平相差不多可以依靠舆论优势把特斯拉打成垃圾，目前就是因为跟特斯拉之间差距太大才不能放它进来","text":"$特斯拉(TSLA)$ 甭管什么雷达，带雷达就是弱，视觉算法和算力不足就这么简单。 要是国产目前能达到特斯拉fsd水平，特斯拉就早进来了，只要水平相差不多可以依靠舆论优势把特斯拉打成垃圾，目前就是因为跟特斯拉之间差距太大才不能放它进来","images":[{"img":"https://static.tigerbbs.com/3e33c14b8c6cd62098cf83267b1c9e64","width":"230","height":"230"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/276474145304624","isVote":1,"tweetType":1,"viewCount":3979,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493105510369083","authorId":"3493105510369083","name":"Aureliano","avatar":"https://static.tigerbbs.com/9d3dadc561ae2f6f4c673c3f205effc2","crmLevel":6,"crmLevelSwitch":1,"idStr":"3493105510369083","authorIdStr":"3493105510369083"},"content":"有没有可能国内的驾驶环境和国外根本不同呢","text":"有没有可能国内的驾驶环境和国外根本不同呢","html":"有没有可能国内的驾驶环境和国外根本不同呢"}],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}