CINXE.COM

<!DOCTYPE html> <html lang="zh"> <head> <meta charset="UTF-8"> <meta http-equiv="X-UA-Compatible" content="IE=Edge,chrome=1" /> <meta name="applicable-device" content="pc" /> <meta name="referrer" content="never"> <title>财富直升机的个人主页_云掌财经</title> <meta name="keywords" content="财富直升机，财富直升机云掌号，云掌号，云掌财经" /> <meta name="description" content="立即下载云掌财经APP关注财富直升机的云掌号，加入财富直升机粉丝圈子，订阅专栏、观点，一起观看直播和学习财富直升机课程，与财富直升机在线互动问答！"/> <meta property="og:title" content="财富直升机的个人主页_云掌财经"> <meta property="og:description" content="立即下载云掌财经APP关注财富直升机的云掌号，加入财富直升机粉丝圈子，订阅专栏、观点，一起观看直播和学习财富直升机课程，与财富直升机在线互动问答！"> <meta property="og:image" content="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/images/app.png"> <link rel="icon" href="//cdn.static.123.com.cn/CloudStatic/favicon.ico" type="image/x-icon"> <link rel="shortcut icon" href="//cdn.static.123.com.cn/CloudStatic/favicon.ico" type="image/x-icon"> <link rel="canonical" href="https://www.123.com.cn/master/41473.html" />  <link rel="stylesheet" href="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/css/??jquery.mCustomScrollbar.min.css?202410290806"> <link rel="stylesheet" href="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/css/??global.min.css?202410290806"> <link rel="stylesheet" href="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/css/??login.min.css?202410290806"> <link rel="stylesheet" href="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/css/??index.min.css?202410290806"> <link rel="stylesheet" href="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/css/??style-content.min.css?202410290806"> <style> </style> <base target="_blank" /> <script> (function browserRedirect(){ var sUserAgent = navigator.userAgent.toLowerCase(); var bIsIpad = sUserAgent.match(/ipad/i) == 'ipad'; var bIsIphone = sUserAgent.match(/iphone os/i) == 'iphone os'; var bIsMidp = sUserAgent.match(/midp/i) == 'midp'; var bIsUc7 = sUserAgent.match(/rv:1.2.3.4/i) == 'rv:1.2.3.4'; var bIsUc = sUserAgent.match(/ucweb/i) == 'web'; var bIsCE = sUserAgent.match(/windows ce/i) == 'windows ce'; var bIsWM = sUserAgent.match(/windows mobile/i) == 'windows mobile'; var bIsAndroid = sUserAgent.match(/android/i) == 'android'; if(bIsIpad || bIsIphone || bIsMidp || bIsUc7 || bIsUc || bIsCE || bIsWM || bIsAndroid ){ window.location.href = "http://m.123.com.cn/master/41473.html"; } })(); </script> <script src="//dup.baidustatic.com/js/ds.js"></script> <script src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/js/ad.js?202410290806"></script> <script type="text/javascript"> var domain = 'www.123.com.cn'; var uid = '0'; </script> </head> <body class=""> <div class="header"> <div class="header-inner"> <a href="//www.123.com.cn" target="_self" class="logo"> <img src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/images/logo.png"> <span class="slogan">让你更懂投资</span> </a> <ul class="nav clearfix"> <li><a href="//www.123.com.cn" target="_self">首页</a></li> <li class="active"><a href="//www.123.com.cn/kline/topic/" target="_self">资讯</a></li> <li><a href="//www.123.com.cn/live/" target="_self">快讯</a></li> <li><a href="//www.123.com.cn/stock/" target="_self">行情</a></li> </ul> <div class="header-right"> <a href="//mp.123.com.cn" class="btn-mp">去创作<i class="icon-edit"></i></a> <div class="unlogin "> <button type="button" class="text" onclick="toggleLoginPop()">注册</button> <button type="button" class="text" onclick="toggleLoginPop()">登录</button> </div> <div class="user dn "> <a href="//mp.123.com.cn/member/User/index.html" target="_blank" class="avatar"> <img id="userIconImg" src="" alt=""> </a> <div class="dropdown"> <a href="javascript:;" target="_self" onclick="logout()" class="logout">退出登录</a> </div> </div> </div> </div> </div> <div class="clear"></div> <div class="main"> <div class="wrap-master"> <div class="w1200"> <div class="head-intro cele"> <span class="avatar"> <img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"> <i class="icon-v"></i> </span> <h2 class="name">财富直升机</h2> <ul class="clearfix stats"> <li><b class="font-num">2730</b><span>粉丝</span></li> <li><b class="font-num">8.4万</b><span>获赞</span></li> </ul> <div class="info mt15"> <span><i class="icon-num"></i> 编号：A0790****</span> </div> <div class="info "> <p class="ellipsis">简介：擅长热点追踪龙回头战法，行业周期研究，卡位和资金深度法则，常用反向投资思维理念配合资金深度思维操作参与</p> </div> <button type="button" data-id="41473" data-celename="财富直升机" class="btn-focus focus">+关注</button> </div> <div class="clearfix mt30"> <div class="fl bg-white detail-left"> <div class="tabs-big tabs-component line"> <ul class="clearfix tabs-header"> <li class="active" data-type="dynamic">动态</li> <li data-type="viewport">观点</li> <li data-type="article">文章</li> </ul> </div> <div class="tabs-body"> <div class="list-flow" data-tab="dynamic"> <div class="list-wrap"> <div class="item-content viewpoint item-view page1" data-startid="1" data-id="818381"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">2024-12-10 11:59</span> </div> <div class="vip-box"> <h6 class="h6"> <i class="tag-top"></i> 强势股的策略 </h6> <p class="p">查看更多内容请移步至云掌财经APP</p> </div> <div class="source"><span><i class="icon-group"></i>所属分组：默认分组</span></div> </div> <div class="item-content viewpoint item-view page1" data-startid="2074038" data-id="843407"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">10:10</span> </div> <a class="lineclamp abstract " href="/livecont/843407.html"> 市场按照我说的deepseek分化后回流一个是端侧，一个是<span class="stock_mk" data-code="300024">机器人</span>在做回流，而哪吒票房后面虽然会创奇迹，但是力度会衰竭，传媒股暂时不再看多(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2072678" data-id="843001"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-14 15:01</span> </div> <a class="lineclamp abstract " href="/livecont/843001.html"> 目前时代deepseek不分化，其他方向一点机会都没用，其他方向的资金全部被吸去了(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2072285" data-id="842859"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-14 12:11</span> </div> <a class="lineclamp abstract " href="/livecont/842859.html"> 这轮saas云太猛了，但是现在只是第一段后面大跌大买，小跌小买(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2072026" data-id="842738"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-14 10:29</span> </div> <a class="lineclamp abstract " href="/livecont/842738.html"> 最近deepseek都遵循平衡结构，这也是我这几天反复说的细节和操作策略(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2072016" data-id="842731"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-14 10:27</span> </div> <a class="lineclamp abstract " href="/livecont/842731.html"> saas云这一块和软件这一块太猛了，近端原则谁有资金谁是老大(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2071994" data-id="842720"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-14 10:20</span> </div> <a class="lineclamp abstract " href="/livecont/842720.html"> 市场继续围绕deepseek展开，人形<span class="stock_mk" data-code="300024">机器人</span>端侧全部不断下探，超跌的新能源等虽然固态电池的逻辑但是依然反弹看待，再次提示关注端侧ai(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2071918" data-id="842674"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-14 09:59</span> </div> <a class="lineclamp abstract " href="/livecont/842674.html"> soc这些人工智能端侧的卡位已经到了，大家可以趁着下跌低吸端侧的逻辑(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2070874" data-id="842218"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-13 13:15</span> </div> <a class="lineclamp abstract " href="/livecont/842218.html"> 大家这段时间注意下到3月中旬前都是安全的，该做做，三月中旬之后，风险会放大，不要怕跌这段时间(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2070804" data-id="842198"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-13 12:02</span> </div> <a class="lineclamp abstract " href="/livecont/842198.html"> 市场走的很良心，不要害怕，大科技只要快跌就可以做，底部白酒这些做重心上移，依然做超跌反弹看待(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2070374" data-id="841960"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-13 09:46</span> </div> <a class="lineclamp abstract " href="/livecont/841960.html"> 目前仓位很轻，我昨天做的五洲也在冲高两天6个点的情况下剪了半仓(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2069634" data-id="841682"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 14:44</span> </div> <a class="lineclamp abstract " href="/livecont/841682.html"> 目前慢牛结构很健康，我再说一次<span class="stock_mk" data-code="688981">中芯国际</span>今年过万亿，市场逻辑进入趋势慢牛(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2069564" data-id="841650"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 14:13</span> </div> <a class="lineclamp abstract " href="/livecont/841650.html"> 我离开自媒体后，这个号的普通观点依然会发，如果你认可老周的可以参考普通观点去选股，我会给你方向和操作策略，这样也对得起跟着我的兄弟们了，虽然大家跟我到现在从11月份我们就止损了一个股，我这几天因为做收尾工作也没怎么推票，最好祝大家元宵节快乐(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2069532" data-id="841634"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 13:57</span> </div> <a class="lineclamp abstract " href="/livecont/841634.html"> 我昨晚跟大家分析半导体今天会大涨，结果就来了，根源逻辑去做，一落叶而知天下秋(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2069483" data-id="841608"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 13:34</span> </div> <a class="lineclamp abstract " href="/livecont/841608.html"> 软件里的几个股，都是采用我说的平衡理论都很强，软件股的量继续看多(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2069470" data-id="841605"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 13:31</span> </div> <a class="lineclamp abstract " href="/livecont/841605.html"> 为啥cis的股那么猛，原因很简单，无论是人形<span class="stock_mk" data-code="300024">机器人</span>还是无人驾驶，所以猛就是必然的了(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2069355" data-id="841552"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 11:39</span> </div> <a class="lineclamp abstract " href="/livecont/841552.html"> 市场依然在我给的压力位置晃，从走势来说短期的市场除了deepseek和<span class="stock_mk" data-code="300024">机器人</span>端都不行，我换句话说，股市的本质生态我昨天已经说了，如果意味的炒小差新，别说引导长线资金了，机构不跑完都算好的，这就是今年(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2069030" data-id="841380"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 09:57</span> </div> <a class="lineclamp abstract " href="/livecont/841380.html"> 阿里系今天疯狂涨停和接入有关系，大家可以关注华为具身智能和ai智能体方向标的(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2068420" data-id="841118"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 18:31</span> </div> <a class="lineclamp abstract " href="/livecont/841118.html"> 我在前面跟大家分享产业结构的时候提到两种投资模式一种是兑现模式的延续性思维一种是预期性逻辑的趋势性思维，节前我说不要碰铜缆和cpo这个就是兑现思维的一类，到了下沿前几天我做直播的时候有人说你咋又看好了，我说这叫兑现性思维的延续，也就是价格和价值的关系，当价格和价值形成共振的时候就是箱体结构，那么目前的人形<span class="stock_mk" data-code="300024">机器人</span>还处于预期思维当中，但是即便他形成了兑现思维也是空间运行，一般我认为的兑现延续走势大概是箱体运行的30个点震荡，直到利润端或者兑现性预期完全打满为止，这个时候就会形成历史最好业绩对应即将处于大周期破位的位置(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2068415" data-id="841115"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 18:24</span> </div> <a class="lineclamp abstract " href="/livecont/841115.html"> 今天忙里偷闲，有人让我聊聊人形<span class="stock_mk" data-code="300024">机器人</span>接下来的产业和逻辑，目前人形<span class="stock_mk" data-code="300024">机器人</span>其实先于人形<span class="stock_mk" data-code="300024">机器人</span>整个产业机构，技术壁垒角度来说我前面说最看好的是滚珠丝杠，因为技术壁垒最高的是这一块，其次是谐波减速器然后是六维力矩传感器，目前人形<span class="stock_mk" data-code="300024">机器人</span>为啥大佬们都在推，一个是人工智能需要场景应用端，第二个就是大宗消费里需要打造能够和汽车抗衡的新产品出来，而人形<span class="stock_mk" data-code="300024">机器人</span>我们一直说是人工智能的终究形态也是这个原因，目前国内外来说做人形<span class="stock_mk" data-code="300024">机器人</span>的企业很多，这就是我上次说跟大模型一样，都在做人形<span class="stock_mk" data-code="300024">机器人</span>却不知道谁是最突出的，那你肯定无法预判，所以产业结构里新兴产业我想这次包括华为在内的企业应该在今年都会有大量的发布，人形<span class="stock_mk" data-code="300024">机器人</span>训练最关键的就是灵巧手，目前人手大概是23个自由度，特拉斯的<span class="stock_mk" data-code="300024">机器人</span>可以做到21个自由度，第二个就是各种感知能力，其实无论是无人驾驶换是人形<span class="stock_mk" data-code="300024">机器人</span>都需要一个眼睛这个就是cis的逻辑，当然目前整个人形<span class="stock_mk" data-code="300024">机器人</span>商业化的第一个前提就是解决灵巧手的问题，这就是目前的大模型(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2068399" data-id="841112"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 17:37</span> </div> <a class="lineclamp abstract " href="/livecont/841112.html"> 我来跟大家解读下<span class="stock_mk" data-code="688981">中芯国际</span>目前的业绩面，细节来说两个分层次，第一个就是营收达到了570多亿这个超预期很高，考虑<span class="stock_mk" data-code="688981">中芯国际</span>处于扩张期，资产折旧过猛，那么利润主要看折旧前利润，也就是目前的经营利润和扣费利润其实是去除折旧，扩张期大幅度折旧，这是<span class="stock_mk" data-code="688981">中芯国际</span>这类采用逐年计提资产的模式，所以折旧前利润超预期，第二主要看资本支出，本身大家都预测2025年<span class="stock_mk" data-code="688981">中芯国际</span>停止扩张，资本支出会大幅度减少，但是基本资本开支和今年差不多，也就是说12英寸晶圆依然属于扩张状态，一季度营收大超预期6-8的增速，淡季不淡，营收增速预测，所以理论上明天半导体设备要涨因为资本开支超预期，第二个就是<span class="stock_mk" data-code="688981">中芯国际</span>指引超预期，营收和折旧前利润超预期等，所以整体超预期(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2068387" data-id="841109"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 17:30</span> </div> <a class="lineclamp abstract " href="/livecont/841109.html"> 【<span class="stock_mk" data-code="688981">中芯国际</span>：2024年净利36.99亿元同比降23.3%】<span class="stock_mk" data-code="688981">中芯国际</span>公告，2024年第四季度营业收入为159.17亿元，同比增长31.0%；归属于上市公司股东的净利润为9.92亿元，同比下降13.5%。2024年度未经审计的营业收入为577.96亿元，同比增长27.7%；归属于上市公司股东的净利润为36.99亿元，同比下降23.3%。有人说这个业绩不及预期，其实是超预期的，营收持续性增加。资本开支大幅输出，为啥我们那么看重<span class="stock_mk" data-code="688981">中芯国际</span>的业绩，第一一季度营收端依然处于扩张状态，有的人说<span class="stock_mk" data-code="688981">中芯国际</span>你看，这份业绩出来利好半导体设备和<span class="stock_mk" data-code="688981">中芯国际</span>(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2068218" data-id="841071"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 14:58</span> </div> <a class="lineclamp abstract " href="/livecont/841071.html"> 人形<span class="stock_mk" data-code="300024">机器人</span>端我觉得无论是逻辑还是周期都i比deepseek的几个龙头逻辑强，所以如果同样是情绪，我如果不是后面要离开自媒体行业，前面做的滚珠丝杠的股我今天依然不会走，继续选择养，做投资我依然不变的观点，长期盈利是做预期而不是做情绪(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2068211" data-id="841067"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 14:55</span> </div> <a class="lineclamp abstract " href="/livecont/841067.html"> 今天晚上<span class="stock_mk" data-code="688981">中芯国际</span>的年报预报，如果超预期资金会回流到半导体，第二明天发布会，注意下，当然了今天又资金枪跑<span class="stock_mk" data-code="688981">中芯国际</span>，我的观点依然不变，要想科技牛持续性慢牛就得打造万亿龙头的科技标，非<span class="stock_mk" data-code="688981">中芯国际</span>莫属(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2068132" data-id="841022"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 14:14</span> </div> <a class="lineclamp abstract " href="/livecont/841022.html"> 我给今年的股市定调是建立中长期价值慢牛投资，但是节后回来的deepseek再次说明中国股市的投资思维是情绪投资，硬追硬上的模式，最后就是一地鸡毛，庄家通吃的模式，当然这最能带动情绪，情绪过后就没有逻辑了，这个时候st的股主力都能完成出货，建立中长期资金的进场模式需要市场打出标杆，我一直说欧美的牛是大家都不卖，如果股市一直很多人希望放量涨，情绪涨，那我们的市场就会一直牛短熊长下去(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2068089" data-id="840995"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 13:50</span> </div> <a class="lineclamp abstract " href="/livecont/840995.html"> 目前今天deepseek几个龙头依然做情绪，但是这个板块我已经说了几个炒作的龙头没有逻辑行为纯粹情绪性行为，情绪行为最终一地鸡毛，但是在情绪面前所有的技术都是无效的，散户也不管3721就是干，但是(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2068066" data-id="840981"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 13:42</span> </div> <a class="lineclamp abstract " href="/livecont/840981.html"> 有人问我人形<span class="stock_mk" data-code="300024">机器人</span>还能涨吗？这么说吧里面的滚珠丝杠，谐波减速器六维力矩传感器，分歧做第二段的消耗，这类做了那么久的盘，如果破位那人形<span class="stock_mk" data-code="300024">机器人</span>行情就彻底结束了，deepseek几个龙头还没有分化，最迟明天吧，今天涨的除了龙头就是这里滞涨三天横盘荡的几个标，(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2068023" data-id="840958"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 13:19</span> </div> <a class="lineclamp abstract " href="/livecont/840958.html"> 软件端的<span class="stock_mk" data-code="300634">彩讯股份</span>和新知软件都起飞了，三选一选了个最弱，剩下一个20一个15，真是但是平衡理论的卡位大家要懂得(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2067917" data-id="840920"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 11:35</span> </div> <a class="lineclamp abstract " href="/livecont/840920.html"> 为啥我看好软件端的逻辑，因为未来随着大模型的商业逻辑，职业端程序员会被最新取代，这就意味着逻辑很强，第二软件里很多云计算标的(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2067872" data-id="840891"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 11:21</span> </div> <a class="lineclamp abstract " href="/livecont/840891.html"> 目前deepseek的作用我上次说了一个目前来看训练段云计算，一个是软件端，注意分歧后的机会(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2067857" data-id="840877"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 11:13</span> </div> <a class="lineclamp abstract " href="/livecont/840877.html"> 软件端开始发力，早上加仓也做了2-3个点的差价继续推进逻辑(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2067694" data-id="840809"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 10:24</span> </div> <a class="lineclamp abstract " href="/livecont/840809.html"> 创业板的2154是健康的卡位点，到了这里可以加仓，指数结构就是这样磨，我在前两天已经说了(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-startid="2067683" data-id="840805"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 10:21</span> </div> <a class="lineclamp abstract " href="/livecont/840805.html"> 指数我在前几天已经说了走势，昨天也强调了，这里的封闭结构想要推上去，有多难，所以我们采用底仓加滚仓的游击战术，你会发现这样做的好处和意义也就有了(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> </div> </div> <div class="list-flow dn" data-tab="viewport"> <div class="list-wrap"> <div class="item-content viewpoint item-view page1" data-id="843407"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">10:10</span> </div> <a class="lineclamp abstract " href="/livecont/843407.html"> 市场按照我说的deepseek分化后回流一个是端侧，一个是<span class="stock_mk" data-code="300024">机器人</span>在做回流，而哪吒票房后面虽然会创奇迹，但是力度会衰竭，传媒股暂时不再看多(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="843001"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-14 15:01</span> </div> <a class="lineclamp abstract " href="/livecont/843001.html"> 目前时代deepseek不分化，其他方向一点机会都没用，其他方向的资金全部被吸去了(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="842859"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-14 12:11</span> </div> <a class="lineclamp abstract " href="/livecont/842859.html"> 这轮saas云太猛了，但是现在只是第一段后面大跌大买，小跌小买(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="842738"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-14 10:29</span> </div> <a class="lineclamp abstract " href="/livecont/842738.html"> 最近deepseek都遵循平衡结构，这也是我这几天反复说的细节和操作策略(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="842731"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-14 10:27</span> </div> <a class="lineclamp abstract " href="/livecont/842731.html"> saas云这一块和软件这一块太猛了，近端原则谁有资金谁是老大(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="842720"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-14 10:20</span> </div> <a class="lineclamp abstract " href="/livecont/842720.html"> 市场继续围绕deepseek展开，人形<span class="stock_mk" data-code="300024">机器人</span>端侧全部不断下探，超跌的新能源等虽然固态电池的逻辑但是依然反弹看待，再次提示关注端侧ai(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="842674"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-14 09:59</span> </div> <a class="lineclamp abstract " href="/livecont/842674.html"> soc这些人工智能端侧的卡位已经到了，大家可以趁着下跌低吸端侧的逻辑(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="842218"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-13 13:15</span> </div> <a class="lineclamp abstract " href="/livecont/842218.html"> 大家这段时间注意下到3月中旬前都是安全的，该做做，三月中旬之后，风险会放大，不要怕跌这段时间(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="842198"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-13 12:02</span> </div> <a class="lineclamp abstract " href="/livecont/842198.html"> 市场走的很良心，不要害怕，大科技只要快跌就可以做，底部白酒这些做重心上移，依然做超跌反弹看待(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841960"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-13 09:46</span> </div> <a class="lineclamp abstract " href="/livecont/841960.html"> 目前仓位很轻，我昨天做的五洲也在冲高两天6个点的情况下剪了半仓(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841682"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 14:44</span> </div> <a class="lineclamp abstract " href="/livecont/841682.html"> 目前慢牛结构很健康，我再说一次<span class="stock_mk" data-code="688981">中芯国际</span>今年过万亿，市场逻辑进入趋势慢牛(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841650"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 14:13</span> </div> <a class="lineclamp abstract " href="/livecont/841650.html"> 我离开自媒体后，这个号的普通观点依然会发，如果你认可老周的可以参考普通观点去选股，我会给你方向和操作策略，这样也对得起跟着我的兄弟们了，虽然大家跟我到现在从11月份我们就止损了一个股，我这几天因为做收尾工作也没怎么推票，最好祝大家元宵节快乐(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841634"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 13:57</span> </div> <a class="lineclamp abstract " href="/livecont/841634.html"> 我昨晚跟大家分析半导体今天会大涨，结果就来了，根源逻辑去做，一落叶而知天下秋(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841608"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 13:34</span> </div> <a class="lineclamp abstract " href="/livecont/841608.html"> 软件里的几个股，都是采用我说的平衡理论都很强，软件股的量继续看多(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841605"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 13:31</span> </div> <a class="lineclamp abstract " href="/livecont/841605.html"> 为啥cis的股那么猛，原因很简单，无论是人形<span class="stock_mk" data-code="300024">机器人</span>还是无人驾驶，所以猛就是必然的了(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841552"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 11:39</span> </div> <a class="lineclamp abstract " href="/livecont/841552.html"> 市场依然在我给的压力位置晃，从走势来说短期的市场除了deepseek和<span class="stock_mk" data-code="300024">机器人</span>端都不行，我换句话说，股市的本质生态我昨天已经说了，如果意味的炒小差新，别说引导长线资金了，机构不跑完都算好的，这就是今年(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841380"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-12 09:57</span> </div> <a class="lineclamp abstract " href="/livecont/841380.html"> 阿里系今天疯狂涨停和接入有关系，大家可以关注华为具身智能和ai智能体方向标的(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841118"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 18:31</span> </div> <a class="lineclamp abstract " href="/livecont/841118.html"> 我在前面跟大家分享产业结构的时候提到两种投资模式一种是兑现模式的延续性思维一种是预期性逻辑的趋势性思维，节前我说不要碰铜缆和cpo这个就是兑现思维的一类，到了下沿前几天我做直播的时候有人说你咋又看好了，我说这叫兑现性思维的延续，也就是价格和价值的关系，当价格和价值形成共振的时候就是箱体结构，那么目前的人形<span class="stock_mk" data-code="300024">机器人</span>还处于预期思维当中，但是即便他形成了兑现思维也是空间运行，一般我认为的兑现延续走势大概是箱体运行的30个点震荡，直到利润端或者兑现性预期完全打满为止，这个时候就会形成历史最好业绩对应即将处于大周期破位的位置(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841115"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 18:24</span> </div> <a class="lineclamp abstract " href="/livecont/841115.html"> 今天忙里偷闲，有人让我聊聊人形<span class="stock_mk" data-code="300024">机器人</span>接下来的产业和逻辑，目前人形<span class="stock_mk" data-code="300024">机器人</span>其实先于人形<span class="stock_mk" data-code="300024">机器人</span>整个产业机构，技术壁垒角度来说我前面说最看好的是滚珠丝杠，因为技术壁垒最高的是这一块，其次是谐波减速器然后是六维力矩传感器，目前人形<span class="stock_mk" data-code="300024">机器人</span>为啥大佬们都在推，一个是人工智能需要场景应用端，第二个就是大宗消费里需要打造能够和汽车抗衡的新产品出来，而人形<span class="stock_mk" data-code="300024">机器人</span>我们一直说是人工智能的终究形态也是这个原因，目前国内外来说做人形<span class="stock_mk" data-code="300024">机器人</span>的企业很多，这就是我上次说跟大模型一样，都在做人形<span class="stock_mk" data-code="300024">机器人</span>却不知道谁是最突出的，那你肯定无法预判，所以产业结构里新兴产业我想这次包括华为在内的企业应该在今年都会有大量的发布，人形<span class="stock_mk" data-code="300024">机器人</span>训练最关键的就是灵巧手，目前人手大概是23个自由度，特拉斯的<span class="stock_mk" data-code="300024">机器人</span>可以做到21个自由度，第二个就是各种感知能力，其实无论是无人驾驶换是人形<span class="stock_mk" data-code="300024">机器人</span>都需要一个眼睛这个就是cis的逻辑，当然目前整个人形<span class="stock_mk" data-code="300024">机器人</span>商业化的第一个前提就是解决灵巧手的问题，这就是目前的大模型(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841112"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 17:37</span> </div> <a class="lineclamp abstract " href="/livecont/841112.html"> 我来跟大家解读下<span class="stock_mk" data-code="688981">中芯国际</span>目前的业绩面，细节来说两个分层次，第一个就是营收达到了570多亿这个超预期很高，考虑<span class="stock_mk" data-code="688981">中芯国际</span>处于扩张期，资产折旧过猛，那么利润主要看折旧前利润，也就是目前的经营利润和扣费利润其实是去除折旧，扩张期大幅度折旧，这是<span class="stock_mk" data-code="688981">中芯国际</span>这类采用逐年计提资产的模式，所以折旧前利润超预期，第二主要看资本支出，本身大家都预测2025年<span class="stock_mk" data-code="688981">中芯国际</span>停止扩张，资本支出会大幅度减少，但是基本资本开支和今年差不多，也就是说12英寸晶圆依然属于扩张状态，一季度营收大超预期6-8的增速，淡季不淡，营收增速预测，所以理论上明天半导体设备要涨因为资本开支超预期，第二个就是<span class="stock_mk" data-code="688981">中芯国际</span>指引超预期，营收和折旧前利润超预期等，所以整体超预期(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841109"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 17:30</span> </div> <a class="lineclamp abstract " href="/livecont/841109.html"> 【<span class="stock_mk" data-code="688981">中芯国际</span>：2024年净利36.99亿元同比降23.3%】<span class="stock_mk" data-code="688981">中芯国际</span>公告，2024年第四季度营业收入为159.17亿元，同比增长31.0%；归属于上市公司股东的净利润为9.92亿元，同比下降13.5%。2024年度未经审计的营业收入为577.96亿元，同比增长27.7%；归属于上市公司股东的净利润为36.99亿元，同比下降23.3%。有人说这个业绩不及预期，其实是超预期的，营收持续性增加。资本开支大幅输出，为啥我们那么看重<span class="stock_mk" data-code="688981">中芯国际</span>的业绩，第一一季度营收端依然处于扩张状态，有的人说<span class="stock_mk" data-code="688981">中芯国际</span>你看，这份业绩出来利好半导体设备和<span class="stock_mk" data-code="688981">中芯国际</span>(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841071"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 14:58</span> </div> <a class="lineclamp abstract " href="/livecont/841071.html"> 人形<span class="stock_mk" data-code="300024">机器人</span>端我觉得无论是逻辑还是周期都i比deepseek的几个龙头逻辑强，所以如果同样是情绪，我如果不是后面要离开自媒体行业，前面做的滚珠丝杠的股我今天依然不会走，继续选择养，做投资我依然不变的观点，长期盈利是做预期而不是做情绪(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841067"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 14:55</span> </div> <a class="lineclamp abstract " href="/livecont/841067.html"> 今天晚上<span class="stock_mk" data-code="688981">中芯国际</span>的年报预报，如果超预期资金会回流到半导体，第二明天发布会，注意下，当然了今天又资金枪跑<span class="stock_mk" data-code="688981">中芯国际</span>，我的观点依然不变，要想科技牛持续性慢牛就得打造万亿龙头的科技标，非<span class="stock_mk" data-code="688981">中芯国际</span>莫属(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="841022"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 14:14</span> </div> <a class="lineclamp abstract " href="/livecont/841022.html"> 我给今年的股市定调是建立中长期价值慢牛投资，但是节后回来的deepseek再次说明中国股市的投资思维是情绪投资，硬追硬上的模式，最后就是一地鸡毛，庄家通吃的模式，当然这最能带动情绪，情绪过后就没有逻辑了，这个时候st的股主力都能完成出货，建立中长期资金的进场模式需要市场打出标杆，我一直说欧美的牛是大家都不卖，如果股市一直很多人希望放量涨，情绪涨，那我们的市场就会一直牛短熊长下去(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="840995"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 13:50</span> </div> <a class="lineclamp abstract " href="/livecont/840995.html"> 目前今天deepseek几个龙头依然做情绪，但是这个板块我已经说了几个炒作的龙头没有逻辑行为纯粹情绪性行为，情绪行为最终一地鸡毛，但是在情绪面前所有的技术都是无效的，散户也不管3721就是干，但是(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="840981"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 13:42</span> </div> <a class="lineclamp abstract " href="/livecont/840981.html"> 有人问我人形<span class="stock_mk" data-code="300024">机器人</span>还能涨吗？这么说吧里面的滚珠丝杠，谐波减速器六维力矩传感器，分歧做第二段的消耗，这类做了那么久的盘，如果破位那人形<span class="stock_mk" data-code="300024">机器人</span>行情就彻底结束了，deepseek几个龙头还没有分化，最迟明天吧，今天涨的除了龙头就是这里滞涨三天横盘荡的几个标，(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="840958"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 13:19</span> </div> <a class="lineclamp abstract " href="/livecont/840958.html"> 软件端的<span class="stock_mk" data-code="300634">彩讯股份</span>和新知软件都起飞了，三选一选了个最弱，剩下一个20一个15，真是但是平衡理论的卡位大家要懂得(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="840920"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 11:35</span> </div> <a class="lineclamp abstract " href="/livecont/840920.html"> 为啥我看好软件端的逻辑，因为未来随着大模型的商业逻辑，职业端程序员会被最新取代，这就意味着逻辑很强，第二软件里很多云计算标的(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="840891"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 11:21</span> </div> <a class="lineclamp abstract " href="/livecont/840891.html"> 目前deepseek的作用我上次说了一个目前来看训练段云计算，一个是软件端，注意分歧后的机会(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="840877"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 11:13</span> </div> <a class="lineclamp abstract " href="/livecont/840877.html"> 软件端开始发力，早上加仓也做了2-3个点的差价继续推进逻辑(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="840809"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 10:24</span> </div> <a class="lineclamp abstract " href="/livecont/840809.html"> 创业板的2154是健康的卡位点，到了这里可以加仓，指数结构就是这样磨，我在前两天已经说了(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> <div class="item-content viewpoint item-view page1" data-id="840805"> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time">02-11 10:21</span> </div> <a class="lineclamp abstract " href="/livecont/840805.html"> 指数我在前几天已经说了走势，昨天也强调了，这里的封闭结构想要推上去，有多难，所以我们采用底仓加滚仓的游击战术，你会发现这样做的好处和意义也就有了(特别声明：仅供参考，入市有风险，投资需谨慎) </a> </div> </div> </div> <div class="list-flow dn" data-tab="study"> <div class="list-wrap"> </div> </div> <div class="list-flow dn" data-tab="article"> <div class="list-wrap"> <div class="item-content article page1"> <div class="clearfix"> <a href="https://www.123.com.cn/kline/a1129423.html" class="cover"> <img src="http://cdn.upf.kline.123.com.cn/public/images/artdefaute.png"> </a> <a href="https://www.123.com.cn/kline/a1129423.html" class="title ellipsis"> 什么是投资，老周认为的投资理念 </a> <a href="https://www.123.com.cn/kline/a1129423.html" class="abstract lineclamp">谈到投资每个人都有自己的认知，什么是投资呢，买卖股票，朋友和父母认为的赌博，还是他是一套系统的东西，我们看到</a> <div class="author"> <a href="javascript:" class="avatar notlink"><img src="https://cdn.upf.kline.123.com.cn/20241109/1731137047516w297h297_200x200.jpg"></a> <a href="javascript:" class="name notlink">财富直升机<i class="icon-v"></i></a> <span class="time"> 2024-11-10 15:46 </span> </div> </div> </div> </div> </div> <div class="list-flow dn" data-tab="lesson"> <div class="list-wrap"> </div> </div> </div> </div> <div class="fr detail-right"> <dl class="aside-stock bg-white"> <dt class="aside-head">热股榜</dt> <dd class="aside-cont"> <table class="stock-table"> <thead> <tr> <th class="stock-name">代码/名称</th> <th>现价</th> <th>涨跌幅</th> </tr> </thead> <script type="text/html" id="tempHotStock"> {{each hotList stock index}} <tr class="{{index == 0 ? 'first' : ''}}"> <td class="stock-name"> <div class="hot"> <em class="num no{{stock.rk}}">{{stock.rk}}</em> <a href="/stockDetail.html?code={{stock.code}}"> <b class="name">{{stock.name}}</b> <span class="code">{{stock.code}}</span> </a> </div> </td> <td><span class="font-num {{stock.color}}">{{stock.now}}</span></td> <td><span class="font-num {{stock.color}}">{{stock.zdf}}</span></td> </tr> {{/each}} </script> <tbody id="hotStock"> <tr> <td colspan="3" style="border: none"> <div class="loading">加载中...</div> </td> </tr> </tbody> </table> </dd> </dl> <dl class="aside-news bg-white mt20"> <dt class="aside-head"><i class="text-hour"></i>快讯<a href="/live/" class="more">更多<i class="icon-more"></i></a></dt> <dd class="aside-cont"> <div class="item-news first"> <span class="time">13:56</span> <span class="text">国家药监局：将继续聚焦集采中选、无菌和植入性医疗器械等重点环节开展飞检</span> </div> <div class="item-news "> <span class="time">13:55</span> <span class="text">“天工”机器人升级全球首例登百级台阶</span> </div> <div class="item-news "> <span class="time">13:47</span> <span class="text">亿航智能CEO：未来低空飞行器有望和出租车同价</span> </div> <div class="item-news "> <span class="time">13:42</span> <span class="text">俄罗斯：欧洲国家计划向乌克兰派兵或将导致与俄直接冲突</span> </div> </dd> </dl> </div> </div> </div> </div> </div> <div class="right-toolbar"> <ul> <li class="com-outlook"> <a href="javascript:toggleLoginPop()" target="_self" class="feedbackBtn"><i class="icon"></i><span>涉企举报</span></a> </li> <li class="info-outlook"> <a href="https://www.12377.cn/" target="_blank" rel="nofollow"><i class="icon"></i><span>不良举报</span></a> </li> <li class="feedback"> <a href="javascript:;" target="_self"><i class="icon"></i><span>用户反馈</span></a> </li> <li class="top" id="backTop" onclick="scrollBody(0)" style="display: list-item;"> <a href="javascript:;" target="_self"><i class="icon"></i><span>返回顶部</span></a> </li> </ul> </div>  <div class="footer"> <div class="w1280 clearfix menu"> <div class="fl info"> <a href="//www.123.com.cn" class="logo"><img src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/images/logo-footer.png" width="121" height="32" title="云掌财经" alt="云掌财经" /></a> <p>客服电话：400-018-9882</p> <p>电子邮箱：kf@123.com.cn</p> </div> <ul class="fl link-nav"> <li><a href="//www.123.com.cn/about/">关于我们</a></li> <li><a href="//www.123.com.cn/join/">加入我们</a></li> <li><a href="//www.123.com.cn/media/">云掌动态</a></li> </ul> <ul class="fl link-nav"> <li><a href="//www.123.com.cn/alarm/" rel="nofollow">投诉指引</a></li> <li><a href="//www.123.com.cn/partner/" rel="nofollow">商务合作</a></li> <li><a href="//www.123.com.cn/develop/">发展历程</a></li> </ul> <ul class="fl link-nav max"> <li><a href="https://cdn.static.123.com.cn/CloudStatic/zili/icp_zzdx.jpg">增值电信业务经营许可证：皖B2-20190061</a></li> <li><a href="https://cdn.static.123.com.cn/CloudStatic/zili/wlwhnew.jpg">网文经营许可证：皖网文（2024）4743-043号</a></li> </ul> <div class="fl qrcode"> <div class="img"> <img src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/images/qrcode-official.png" alt="云掌财经官方微信"> </div> <p class="mt10">云掌财经官方微信</p> </div> </div> <div class="w1280 safe"> <ul class="clearfix"> <li> <a href="javascript:" target="_self" style="cursor:default" rel="nofollow" class="li1"> <span class="footer-ico xiehui"></span> <p>中国互联网协会</p> </a> </li> <li> <a href="http://www.12377.cn/" rel="nofollow" class="li2"> <span class="footer-ico jubao"></span> <p>中国互联网举报中心</p> </a> </li> <li> <a href="javascript:" target="_self" style="cursor:default" rel="nofollow" class="li3"> <span class="footer-ico baojing"></span> <p>网络110报警服务</p> </a> </li> <li> <a href="javascript:" target="_self" style="cursor:default" rel="nofollow" class="li4"> <span class="footer-ico chengxin"></span> <p></p> </a> </li> </ul> </div> </div> <div class="copyright"> <div class="w1280 clearfix"> <div class="fl"> <p class="clearfix"> <span class="fl">©云掌财经咨询有限公司 All Rights Reserved 版权所有 复制必究</span> <a href="http://www.beian.gov.cn/portal/registerSystemInfo?recordcode=34019202000226" class="fl" rel="nofollow"><i class="ico-gongan"></i>皖公网安备 34019202000226号</a> <a href="https://beian.miit.gov.cn/" class="fl">备案号:皖B2-20190061-2</a> </p> <p class="mt5">本站郑重声明：云掌财经所有平台仅提供服务对接功能，所载文章、数据仅供参考，用户需独立做出投资决策，风险自担，投资有风险，选择需谨慎。</p> </div> <div class="fr clearfix"> <span class="label fl">关注云掌财经</span> <a href="javascript:;" class="wechat fl" target="_self" style="cursor:default"> <i class="icon-wechat">微信</i> <span>微信号：yzcjapp</span> </a> <a href="http://weibo.com/u/5690705426/" class="weibo fl" rel="nofollow">微博</a> <a href="mailto:kf@123.com.cn" class="mail fl" target="_self">反馈</a> </div> </div> </div> <div class="mask login-box" id="loginPop"> <div class="login-content clearfix pop-content"> <span class="btn-close" onclick="toggleLoginPop('hide')"></span> <div class="code-area fl"> <div class="area-inner"> <img src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/images/logo_login.png" alt="云掌财经" class="login-logo"> <div class="code-box " id="qrcodeState"> <div id="qrcodeImgLoading" class="loading">加载中...</div> <img src="" alt="云掌财经" id="qrcodeImg" class="code-img" style="display: none"> <div class="expired-tip"> <h4 class="tip-title">二维码已过期</h4> <p onclick="refreshiCode()" class="btn-text btn-refresh">点击刷新</p> </div> <div class="success-tip"> <div class="icon-success"></div> <p id="qrcodeStateName" class="gray">扫码成功</p> <p>请在手机上确认登录</p> </div> <div class="scan-tips"> <img src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/images/eg_scan.png" alt="云掌财经"> </div> </div> <h4 class="title">使用云掌财经APP扫码登录</h4> <p>在“我的”界面右上角点击扫一扫登录<span class="icon-question" id="loginTip"></span></p> </div> </div> <div class="form-area fr"> <p class="error-msg"></p> <div class="area-inner"> <ul class="tabs clearfix" id="loginTabs"> <li class="tab-item active">验证码登录</li> <li class="tab-item">密码登录</li> </ul> <form class="login-form pop-form code-login" action=""> <div class="form-item"> <div class="item-input my-input"> <input type="text" id="userNameNum" onkeyup="loginSubmitkeydown()" name="userName" placeholder="输入手机号" maxlength="11" oninput="loginPhoneInput($(this),'#getVerifyByLogin')"> <i class="icon-clear" onclick="inputClear($(this),'#getVerifyByLogin')"></i> </div> <div class="item-input my-input item-input-text" id="codeInput"> <input type="text" name="code" onkeyup="loginSubmitkeydown()" autocomplete="off" placeholder="输入验证码" maxlength="6"> <i class="icon-clear" onclick="inputClear($(this))"></i> <button type="button" class="btn-code" id="getVerifyByLogin" disabled="true" onclick="getLoginCode('#getVerifyByLogin','#userNameNum')">获取验证码</button> </div> <div class="item-input my-input" id="passwordInput"> <input onkeyup="loginSubmitkeydown()" type="password" name="password" maxlength="18" placeholder="输入密码"> </div> <div class="clearfix forget-password"> <span class="fr btn-text" onclick="forgetCode()">忘记密码</span> </div> <div class="item-btn"> <button type="button" id="btnSubmit" class="btn-sub" onclick="loginSubmit()">登录/注册</button> </div> </div> </form> <p class="agree-tip">注册/登录即代表同意<a href="//www.123.com.cn/agreement.html" class="btn-link">《云掌财经网站服务使用协议》</a></p> </div> </div> </div> </div> <div class="mask password-box" id="passwordPop"> <div class="password-content pop-content"> <p class="error-msg"></p> <span class="btn-close" onclick="togglePasswordPop('hide')"></span> <h2 class="title">找回密码</h2> <form class="password-form pop-form" action=""> <div class="form-item"> <div class="item-input my-input"> <input type="text" id="userNameNum1" name="userName" placeholder="输入手机号" maxlength="11" oninput="loginPhoneInput($(this),'#getVerifyByPassword')"> <i class="icon-clear" onclick="inputClear($(this),'#getVerifyByPassword')"></i> </div> <div class="item-input my-input item-input-text" id="codeInput"> <input type="text" name="code" autocomplete="off" placeholder="输入验证码" maxlength="6"> <i class="icon-clear" onclick="inputClear($(this))"></i> <button type="button" class="btn-code" id="getVerifyByPassword" disabled="true" onclick="getLoginCode('#getVerifyByPassword','#userNameNum1')">获取验证码</button> </div> <div class="item-input my-input"> <input type="password" name="password1" autocomplete="off" maxlength="18" placeholder="输入新密码"> <i class="icon-eye close" onclick="togglePasswordType($(this))"></i> </div> <div class="item-input my-input"> <input type="password" name="password2" maxlength="18" placeholder="确认新密码"> <i class="icon-eye close" onclick="togglePasswordType($(this))"></i> </div> <div class="item-btn"> <button type="button" class="btn-sub" onclick="passwordSubmit()">修改密码</button> </div> </div> </form> </div> <div class="pop-state pop-content dn"> <div class="icon-success"></div> <p>密码修改成功！请登录（<span id="loginTime">3</span>s）</p> </div> </div> <div class="mask feedback-box" id="feedbackPop"> <div class="feedback-content pop-content"> <span class="btn-close" onclick="toggleFeedbackPop('hide')"></span> <h3 class="pop-header">用户反馈</h3> <div class="pop-body"> <div class="text-box"> <textarea placeholder="请输入内容" maxlength="200" oninput="updateFeedbackCount($(this))"></textarea> <div class="char-count">0/200</div> </div> <div class="btn-box clearfix"> <button type="button" class="btn-sub fr">提交</button> </div> </div> </div> </div> <div class="mask download-box pop-download" id="downloadPop"> <div class="download-content pop-content"> <span class="btn-close" onclick="toggleDownLoadPop('hide')"></span> <h3 class="pop-header">云掌财经APP下载</h3> <div class="pop-body"> <p class="tips" id="feetishi">此为会员内容，加入后方可查看，请<span>下载云掌财经APP</span>进行加入</p> <p class="tips" id="quanztshi" style="display: none">圈子需加入后方可查看，请<span>下载云掌财经APP</span>加入圈子</p> <p class="tips" id="xfishi">此为会员内容，请<span>下载云掌财经APP</span>加入圈子</p> <div class="main-box clearfix"> <div class="code-box fl"> <img src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/images/qrcode_download.png" alt="云掌财经" class="code-img"> <div class="scan-tips"> <span class="icon-scan"></span> <span>扫码下载</span> </div> </div> <div class="text-box fl"> <p class="text-title">更多功能与福利尽在APP端：</p> <ul> <li>精选会员内容实时推送</li> <li>视频直播在线答疑解惑</li> <li>达人一对一互动交流</li> </ul> </div> </div> </div> </div> </div>  <div class="pop-album dn" id="popAlbum"> <em class="album-mask"></em> <a class="pop-close" href="javascript:void(0);" target="_self">关闭</a> <div class="img-big"> <img src=""> </div> <a class="prev" href="javascript:;" target="_self"><i></i></a> <a class="next" href="javascript:;" target="_self"><i></i></a> <div class="num-box"> <span class="current-num"></span> <span>/</span> <span class="total-num"></span> </div> </div> <script type="text/javascript" src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/js/jquery.min.js?202410290806"></script> <script type="text/javascript" src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/js/global.js?202410290806"></script> <script type="text/javascript" src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/js/jquery.lazyload.min.js?202410290806"></script> <script type="text/javascript" src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/js/front.js?202410290806"></script> <script type="text/javascript" src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/js/jquery-ui-1.10.4.min.js?202410290806"></script> <script type="text/javascript" src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/js/jquery.mousewheel.min.js?202410290806"></script> <script type="text/javascript" src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/js/jquery.mCustomScrollbar.min.js?202410290806"></script> <script type="text/javascript" src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/js/jquery.slimscroll.min.js?202410290806"></script> <script type="text/javascript" src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/js/jquery.SuperSlide.2.1.2.js?202410290806"></script>  <script type="text/javascript"> //百度统计 var _hmt = _hmt || []; (function () { var hm = document.createElement("script"); hm.src = "//hm.baidu.com/hm.js?badfe634f74d9ed8847f472cab9dfe8f"; var s = document.getElementsByTagName("script")[0]; s.parentNode.insertBefore(hm, s); })(); //百度统计二 (function() { var hm = document.createElement("script"); hm.src = "//hm.baidu.com/hm.js?058700cd08e7971df87cb748f900d7d6"; var s = document.getElementsByTagName("script")[0]; s.parentNode.insertBefore(hm, s); })(); //百度自动收录 (function(){ var bp = document.createElement('script'); var curProtocol = window.location.protocol.split(':')[0]; if (curProtocol === 'https') { bp.src = 'https://zz.bdstatic.com/linksubmit/push.js'; } else { bp.src = 'http://push.zhanzhang.baidu.com/push.js'; } var s = document.getElementsByTagName("script")[0]; s.parentNode.insertBefore(bp, s); })(); if("www.123.com.cn"=='tech.123.com.cn'){ //tech域名今日头条自动收录 (function(){ var el = document.createElement("script"); el.src = "https://sf1-scmcdn-tos.pstatp.com/goofy/ttzz/push.js?4291b69b10996ca79405ce74f251c8184377251ea2be32a2de408718d2e61a873cc337d9e27e3fe06d75db06802b0dcf8fcbf98882ed427d893eb70b5050c0a5"; el.id = "ttzz"; var s = document.getElementsByTagName("script")[0]; s.parentNode.insertBefore(el, s); })(window); }else if("www.123.com.cn"=='money.123.com.cn'){ //money域名今日头条自动收录 (function(){ var el = document.createElement("script"); el.src = "https://sf1-scmcdn-tos.pstatp.com/goofy/ttzz/push.js?8cab88c2b386389b133d756a98776881454f53d875fa463012c861f4d9bdd65336bce48c825b9380b5c9fb81743d7f980be7987dcdd1baafd2fbc3706eeb2bb02b8d7c8c6655c9b00211740aa8a98e2e"; el.id = "ttzz"; var s = document.getElementsByTagName("script")[0]; s.parentNode.insertBefore(el, s); })(window); }else{ //www域名今日头条自动收录 (function(){ var el = document.createElement("script"); el.src = "https://sf1-scmcdn-tos.pstatp.com/goofy/ttzz/push.js?5f1856d5c74e07c39535fd6dfeea1efa9a5bf6a7fd09c17995b7a9cba3923971c043c63d54137b48412028aae4b80d88b893a3c3633883b8b4c9b7310a77394c"; el.id = "ttzz"; var s = document.getElementsByTagName("script")[0]; s.parentNode.insertBefore(el, s); })(window); } (function(){ //360统计代码old //var src = (document.location.protocol == "http:") ? "http://js.passport.qihucdn.com/11.0.1.js?b366260eb41744b88f04628c82fe716d":"https://jspassport.ssl.qhimg.com/11.0.1.js?b366260eb41744b88f04628c82fe716d"; //document.write('<script src="' + src + '" id="sozz"><\/script>'); })(); //360统计自动收录代码目前访问不了 https://s.ssl.qhres.com/ssl/ab77b6ea7f3fbf79.js (function(){ //var src = "https://jspassport.ssl.qhimg.com/11.0.1.js?d182b3f28525f2db83acfaaf6e696dba"; //document.write('<script src="' + src + '" id="sozz"><\/script>'); })(); $(function(){ //跳转-公共 $("#kesou_btn").click(function(){ var _text = $.trim($("#keywords").val()); if(_text){ window.location.href="http://www.123.com.cn/search/?moduleid=1&keywords="+_text; }else{ window.location.reload(); } return; }) // 搜索添加enter功能 $('#keywords').on('keyup', function(e){ var keycode = (e.keyCode ? e.keyCode : e.which); if (keycode == '13') { var _text = $.trim($("#keywords").val()); if(_text){ window.location.href="http://www.123.com.cn/search/?moduleid=1&keywords="+_text; }else{ window.location.reload(); } return; } }) }); //推荐达人-换一换 // 换一换 - 24条数据显示6条 var recommendList = $(".home-master .item-master,.aside-master .item-master"); var listLength = recommendList.length; recommendList.addClass("dn"); for (var i = 0; i < 6; i++) { recommendList.eq(i).removeClass("dn"); } if (listLength > 6) { $(".home-master .change,.aside-master .change").show(); var clickMax = Math.ceil(listLength / 6), changeTimes = 0; $(".home-master .change,.aside-master .change").click(function() { changeTimes++; recommendList.addClass("dn"); if (changeTimes == clickMax) changeTimes = 0; for (var i = 0; i < 6; i++) { recommendList.eq(changeTimes * 6 + i).removeClass("dn"); } }) } </script> <script type="text/javascript"> var service = ""; function loginSubmitkeydown(){ var event = window.event || window.KeyboardEvent; if (event.keyCode == 13) { loginSubmit(); } } function loginSubmit() { var tabName = $('#loginTabs').find('.active').html() var userNameVal = $('.login-box').find('input[name="userName"]').val() var codeVal = $('.login-box').find('input[name="code"]').val() var passwordVal = $('.login-box').find('input[name="password"]').val() if (!userNameVal) { loginMsg('手机号不能为空') return } if (!/^1\d{10}$/.test(userNameVal)) { loginMsg('请输入正确手机号') return } var data = { userName: userNameVal, code: codeVal, password: passwordVal } if (tabName == '验证码登录') { // 验证码登录 if (!codeVal) { loginMsg('验证码不能为空'); return } data.type = 0; } else { // 密码登录 if (!passwordVal) { loginMsg('密码不能为空'); return } data.type = 1 } var p = "?t=" + Math.random(); $.post("/login/ajaxlogin/" + p,data,function(data){ if(data.code == 0){ if(service){ window.location.href = service; }else{ window.location.reload(); } }else{ loginMsg(data.msg); } }) } function getLoginCode(ele, eleID) { if (!$(eleID).val()) { if(eleID == "#passwordNum"){ passordMsg('手机号不能为空'); }else{ loginMsg('手机号不能为空'); } return } var p = "&t=" + Math.random(); $.get("/login/getCode/?userName=" + $(eleID).val() + p,function(data){ if(data.code == 0){ $(ele).removeClass('active').attr('disabled', true) var num = 60 num-- handlerLoginCode(num, ele) codeTimer = setInterval(function () { num-- if (num == 0) { closeCodeTimer(ele) } else { handlerLoginCode(num, ele) } }, 1000) }else{ if(eleID == "#passwordNum"){ passordMsg(data.msg); }else{ loginMsg(data.msg); } } }) } function refreshiCode(){ var p = "?t=" + Math.random(); $.get("/login/getcodeimg/" + p,function(data){ $('#qrcodeImg').attr('src',data.qrCode); $("#qrcodeState").removeClass('expired'); getloginState(data.uuid); }) } function toggleLoginPop(type) { var p = "?t=" + Math.random(); $('#loginPop').toggle(); $('#qrcodeImg').hide(); $('#qrcodeImgLoading').show(); if (type == 'hide') { closeCodeTimer('#getVerifyByLogin'); resetLoginForm('#getVerifyByLogin'); $('#loginTabs li').eq(0).click(); clearInterval(qrCode); }else{ $("#qrcodeState").removeClass('success').removeClass('expired'); $.get("/login/getcodeimg/" + p,function(data){ $('#qrcodeImg').attr('src',data.qrCode).show(); $('#qrcodeImgLoading').hide(); getloginState(data.uuid); }) } } function getloginState(uuid) { qrCode = setInterval(function () { var p = "&t=" + Math.random(); $.get("/login/state/?uuid="+uuid + p,function(data){ if(data.code == 0 ){ $("#qrcodeState").removeClass('success').addClass('expired'); clearInterval(qrCode); }else if(data.code == 2 ){ $("#qrcodeState").addClass('success'); }else if(data.code == 3){ $("#qrcodeState").addClass('success'); $("#qrcodeStateName").html('登录成功'); clearInterval(qrCode); if(service){ window.location.href = service;; }else{ window.location.reload(); } }else if(data.code == 4){ $("#qrcodeState").addClass('expired'); $("#qrcodeStateName").html('登录失败,请刷新重试'); clearInterval(qrCode); } }) }, 2000); } function logout(){ var p = "?t=" + Math.random(); $.get("/login/logout/"+ p,function(data){ if(data.code == 0){ window.location.reload(); } }) } if(uid && uid != '0'){ var p = "?t=" + Math.random(); $.get("/login/getUser/"+p,function(data){ if(data.code == 0){ $('#userIconImg').attr("src",data.data.icon); $('#userIconImg').attr("alt",data.data.nickname) } if(data.code == 1){ showToastKline('您的账号已被封禁，即将退出登录'); setTimeout(function(){ window.location.reload(); },3000); } }) } function passwordSubmit() { var userNameVal = $('.password-box').find('input[name="userName"]').val() var codeVal = $('.password-box').find('input[name="code"]').val() var passwordVal1 = $('.password-box').find('input[name="password1"]').val() var passwordVal2 = $('.password-box').find('input[name="password2"]').val() if (!userNameVal) { passordMsg('手机号不能为空'); return } if (!/^1\d{10}$/.test(userNameVal)) { passordMsg('请输入正确手机号'); return } if (!codeVal) { passordMsg('验证码不能为空'); return } if (!passwordVal1) { passordMsg('密码不能为空'); return } if (passwordVal1.length < 6) { passordMsg('密码不能小于6位'); return } if (!passwordVal2) { passordMsg('密码不能为空'); return } if (passwordVal2 != passwordVal1) { passordMsg('两次输入密码不一致'); return } var data = { userName: userNameVal, code: codeVal, password: passwordVal1, password2: passwordVal2 } var p = "?t=" + Math.random(); $.post("/login/ajaxeditpwd/" + p,data,function(data){ if(data.code == 0){ $('#passwordPop .password-content').hide() $('#passwordPop .pop-state').removeClass('dn') var num = 3 var loginTimer = setInterval(function () { num-- $('#loginTime').html(num) if (num == 0) { togglePasswordPop('hide') toggleLoginPop('show') $('#passwordPop .pop-state').addClass('dn') $('#passwordPop .password-content').show() clearInterval(loginTimer) } }, 1000) }else{ passordMsg(data.msg); } }) } //公共判断用户是否登录 function checkLogin(){ var uid = '0'; if(!uid || uid == '0'){ toggleLoginPop('show'); return false; } return true; } $(function(){ //公共付费弹窗 type=4可隐藏 type=8无需判断登录 $(document).on('click', '.fee-app', function(){ var type = $(this).attr('data-type') || 1; if(type == 8){ $("#downloadPop p.tips").hide(); toggleDownLoadPop('show'); }else{ if(checkLogin()){ if(type == 1){ $('#feetishi').show().siblings("p").hide(); }else if(type == 2){ $('#xfishi').show().siblings("p").hide(); }else if(type == 3){ $('#quanztshi').show().siblings("p").hide(); }else{ $('#feetishi').show().siblings("p").hide(); } toggleDownLoadPop('show'); } } }); //公共涉企举报 /*$(document).on('click', '.feedbackBtn', function(){ if(checkLogin()){ window.location.href="/feedback/"; } })*/ //公共关注、取消关注 unless $(document).on('click', '.btn-focus.focus', function(event){ var uid = '0'; if(!uid || uid == '0'){ toggleLoginPop('show'); return false; } var that = this; $.post('/follow/?t='+Math.random(), { id: $(that).data('id') }, function(res) { if (res.data.follow == 0) { $(that).removeClass('focused').addClass('focus').text('+关注'); } else { $(that).removeClass('focus').addClass('focused').text('已关注'); } }) event.stopPropagation(); return false; }); //公共用户反馈 $(document).on('click', '.feedback', function() { var uid = '0'; if(!uid || uid == '0'){ toggleLoginPop('show'); return false; } toggleFeedbackPop('show'); }) $(document).on('click', '#feedbackPop .btn-sub', function() { //判断登录 var uid = '0'; if(!uid || uid == '0'){ toggleLoginPop('show'); return false; } var content = $("#feedbackPop textarea").val(); if(!content){ showToastKline('反馈内容不能为空'); return false; } $.post("/feedback/user/",{content:content},function(result){ if (result.code == "00000"){ showToastKline('提交成功！'); setTimeout(function(){ window.location.reload(true); }, 2000) }else{ showToastKline(result.msg); } }) }); }) //股票跳转到行情 $(document).on('click', '.stock_mk ', function(event) { var stock_code = $(this).attr("data-code"); window.location.href="/stockDetail.html?code="+stock_code; event.stopPropagation(); return false; }); // 观点图片交互 // 关闭大图弹窗 $('#popAlbum').on('click', '.pop-close', function () { $('#popAlbum').addClass('dn'); }); //点击查看大图 function showimg(ele){ var activeImg = $(ele).attr('data-href'); var activeIndex = $(ele).parent('li').index(); $(ele).parent('li').addClass('active').siblings().removeClass('active'); $('#popAlbum').find('.img-big img').attr('src', activeImg); $('#popAlbum').removeClass('dn'); var totalNum = $(ele).parents('ul').find('li').length; album(activeIndex, totalNum,$(ele).parents('ul')); } //附件 function getfile(id){ $.ajax({ url: "/study/getfileUrl/", type: 'get', data: { id: id }, success: function(res) { if(res){ window.open("/study/getfile/?token=" + res); }else{ showToastKline('没有权限，或已删除'); } } }) } // 搜索框历史记录 var storageName = "searchHistory"; var searchHistoryArr = []; searchHistoryGet(); if(searchHistoryArr.length != 0){ var _searchText = ''; for(var i=searchHistoryArr.length-1;i>=0; i--){ _searchText += '<li><a href="javascript:" target="_self" class="keyword">'+searchHistoryArr[i]+'</a><a href="javascript:;" target="_self" data-id="'+i+'" class="btn-del"></a></li>'; } $(".suggest-body ul").html(_searchText); } function searchHistoryGet(){ searchHistoryArr = localStorage.getItem(storageName); if(searchHistoryArr == null){ searchHistoryArr = []; }else{ searchHistoryArr = JSON.parse(searchHistoryArr); } console.log(searchHistoryArr); } function searchHistoryAdd(text){ if(searchHistoryArr.indexOf(text) == -1){ searchHistoryArr.push(text); } if (searchHistoryArr.length > 8) { searchHistoryArr.shift(); } var jsonString = JSON.stringify(searchHistoryArr); localStorage.setItem(storageName,jsonString); } function searchHistoryRemove(index){ searchHistoryArr.splice(index,1); var jsonString = JSON.stringify(searchHistoryArr); localStorage.setItem(storageName,jsonString); } function searchHistoryClear(){ localStorage.removeItem(storageName); } $(document).on('click', '.suggest .btn-clear', function() { searchHistoryClear(); $(".suggest-body ul").html(''); $(".suggest").addClass('dn'); }); $(document).on('click', '.suggest .btn-del', function(event) { var index = $(this).attr("data-id"); searchHistoryRemove(index); $(this).parent().remove(); event.stopPropagation(); return false; }); $(document).on('click', '.suggest ul li .keyword', function() { var _text = $.trim($(this).text()); if(_text){ window.location.href="//www.123.com.cn/search/?moduleid=0&keywords="+_text; } return; }); //跳转-公共 $("#search_btn").click(function(){ var _text = $.trim($("#searchInputHead").val()); if(_text){ searchHistoryAdd(_text); window.location.href="//www.123.com.cn/search/?moduleid=0&keywords="+_text; } return; }) // 搜索添加enter功能 $('#searchInputHead').on('keyup', function(e){ var keycode = (e.keyCode ? e.keyCode : e.which); if (keycode == '13') { var _text = $.trim($("#searchInputHead").val()); if(_text){ searchHistoryAdd(_text); window.location.href="//www.123.com.cn/search/?moduleid=0&keywords="+_text; } return; } }) function showSearchHistory(self) { searchHistoryGet(); if(searchHistoryArr.length != 0){ var suggest = self.siblings('.suggest').eq(0); if (suggest.hasClass('dn')) { suggest.removeClass('dn'); } } } </script> <script type="text/javascript" src="//cdn.static.123.com.cn/CloudStatic/mobile/app/js/sensorsdata.min.js"></script> <script type="text/javascript" src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/public/js/template.js?v=202410290806"></script> <script type="text/javascript" src="//cdn.static.123.com.cn/CloudStatic/index_v7.7.93/js/draw.js?v=202410290806"></script> <script type="text/javascript"> $(function() { // 选项卡切换 $(document).on('click', '.tabs-header li', function () { $(this).addClass('active').siblings().removeClass('active') $('.tabs-body .list-flow').addClass('dn') var active = $(this).attr('data-type') $('.tabs-body .list-flow[data-tab="' + active + '"]').removeClass('dn') }) // 简介展开收起 $(document).on('click', '.info.pack', function () { $(this).find('p').toggleClass('ellipsis') }) //动态 $(".list-flow[data-tab='dynamic']>.list-wrap").load({ auto: false, count: '32', loading: '<div class="load-more">\ <p class="add-more load_click_btn"><a href="javascript:void(0);" target="_self">点击加载更多</a></p>\ <div class="load_click_ing loading" style="display: none;">加载中...</div>\ </div>', done: function (page, next) { var lastid = $(".list-flow[data-tab='dynamic'] .item-content[data-startid]:last").data('startid') || 0; console.log(lastid); $.get(window.location, {page: page, type: 1,lastid:lastid, t: Math.random()}, function (res) { next(res, res ? true : false); }); } }); //观点 $(".list-flow[data-tab='viewport']>.list-wrap").load({ auto: false, count: '1064', loading: '<div class="load-more">\ <p class="add-more load_click_btn"><a href="javascript:void(0);" target="_self">点击加载更多</a></p>\ <div class="load_click_ing loading" style="display: none;">加载中...</div>\ </div>', done: function (page, next) { var lastid = $(".list-flow[data-tab='viewport'] .item-content[data-id]:last").data('id') || 0; console.log(lastid); $.get(window.location, {page: page, type: 2,lastid:lastid, t: Math.random()}, function (res) { next(res, res ? true : false); }); } }); //圈子数据少，无需分页 //文章 $(".list-flow[data-tab='article']>.list-wrap").load({ auto: false, count: '1', loading: '<div class="load-more">\ <p class="add-more load_click_btn"><a href="javascript:void(0);" target="_self">点击加载更多</a></p>\ <div class="load_click_ing loading" style="display: none;">加载中...</div>\ </div>', done: function (page, next) { $.get(window.location, {page: page, type: 4, t: Math.random()}, function (res) { next(res, res ? true : false); }); } }); //课程 $(".list-flow[data-tab='lesson']>.list-wrap").load({ auto: false, count: '0', loading: '<div class="load-more">\ <p class="add-more load_click_btn"><a href="javascript:void(0);" target="_self">点击加载更多</a></p>\ <div class="load_click_ing loading" style="display: none;">加载中...</div>\ </div>', done: function (page, next) { $.get(window.location, {page: page, type: 6, t: Math.random()}, function (res) { next(res, res ? true : false); }); } }); }); //神策埋点 var sensors = window['sensorsDataAnalytic201505']; sensors.init({ server_url: 'https://open.api.123.com.cn/report/save', show_log: true, // 为ture时可以打印埋点的对象 is_track_single_page:true, // 单页面配置，默认开启，若页面中有锚点设计，需要将该配置删除，否则触发锚点会多触发 $pageview 事件 use_client_time:true, send_type:'ajax', batch_send:true, heatmap: { //是否开启点击图，default 表示开启，自动采集 $WebClick 事件，可以设置 'not_collect' 表示关闭。 clickmap:'not_collect', //是否开启触达图，not_collect 表示关闭，不会自动采集 $WebStay 事件，可以设置 'default' 表示开启。 scroll_notice_map:'not_collect' } }); sensors.login('0' || 0) sensors.track('$pageview', { "client_type":"web", "projectid":1001, "$screen_name":window.location.href, "event_type":1, "celeid":"41473", "celename":"财富直升机", "pagemodelid":"100003", }); $(".btn-focus").click(function(){ var uid = '0'; if(uid && uid != '0') { var celeid = $(this).data('id'); var celename = $(this).data('celename'); if ($(this).hasClass('focused')) { //取消关注 var eventName = "$UnFollow"; var eventTitle = "取消关注"; } else { //加关注 var eventName = "$Follow"; var eventTitle = "添加关注"; } sensors.track(eventName, { "client_type": "web", "$screen_name": window.location.href, "celeid": celeid, "celename": celename, "contentid": celeid, "event_title": eventTitle, }); } }) </script> <div style="display: none"> <script type="text/javascript">var cnzz_protocol = (("https:" == document.location.protocol) ? "https://" : "http://");document.write(unescape("%3Cspan id='cnzz_stat_icon_1278009718'%3E%3C/span%3E%3Cscript src='" + cnzz_protocol + "s4.cnzz.com/z_stat.php%3Fid%3D1278009718' type='text/javascript'%3E%3C/script%3E"));</script> </div> </body> </html>