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01-19

[微笑] [开心] [财迷]

06-15 09:09

$溜溜梅(06658)$

06-15 09:06

$溜溜梅(06658)$ [财迷] [财迷]

06-01

$深演智能(02723)$

03-16

$瀾起科技(06809)$

03-14

$瀾起科技(06809)$

06-07

$lululemon athletica(LULU)$ Lululemon’s 11% drop following its Q1 earnings report reflects deep structural issues in its core market . While the company beat EPS expectations, the outlook was dismal: full-year revenue is now expected to decline 0-1%, a sharp reversal from prior 2-4% growth guidance . The probability of LULU falling below $100 is **low but not zero** in the near term. Currently trading around $124-$131 , reaching sub-$100 would require a further ~23% decline. Several factors make this unlikely: Supporting a bottom above $100: · Analyst price targets remain higher: Wells Fargo set $110, while the consensus target is ~$172 · International growth, particularly 30% revenue surge in Mainland China, provides a partial offset

06-06

$首鋼朗澤(02553)$

05-31

[微笑]

@D45:$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ 碎股 Snowflake（SNOW）和 Palantir（PLTR）不僅不是競爭對手，還是緊密的戰略合作夥伴。Snowflake 亮眼的業績會帶動 Palantir 股價上漲，主要是因為**它向市場發出了一個強烈的信號：企業在 AI 領域的投資正在加速變現，而這兩家公司都是這波浪潮中的主要受益者。** 以下是兩者關係的詳細拆解，以及股價連動背後的三層邏輯。 ### 🤝 核心關係：從「潛在對手」到「戰略盟友」雖然兩家公司都服務於大數據與 AI 領域，但它們現在更像是互補的搭檔，而非敵人： * **明確的戰略夥伴關係**：雙方已宣佈深度合作，將 Snowflake 的「AI 數據雲」與 Palantir 的「Foundry 操作系統」及「AIP 人工智能平臺」進行原生整合。 * **分工明確，能力互補**： * **Snowflake 的角色**：專注於數據的**存儲、治理與管理**，為企業提供一個安全、合規、統一的數據底座。 * **Palantir 的角色**：專注於數據的**分析、決策與行動**。它的平臺像一個操作系統，能在 Snowflake 提供的數據之上，構建幫助企業做出決策的 AI 應用。 * **「零拷貝」無縫整合**：技術上實現了「零拷貝」互通，意味著使用 Palantir 的客戶可以直接分析存放在 Snowflake 中的數據，無需繁瑣地搬運資料，既節省成本又提升效率。 ### 📈 財報連動效應：為何 SNOW 大漲能帶動 PL

05-25

$勝宏科技(02476)$

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href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a>利潤可以&nbsp; 先賺 標題：馬斯克的五步金錢遊戲：從外星視野到地球算計 馬斯克確與眾不同。他自稱擁有「外星人級」的遠見，率先佈局太空產業，令SpaceX穩坐龍頭；同時又具備地球商人的靈活頭腦，讓個人財富幾何級數暴增。然而，真正彰顯其天才之處的，並非技術突破，而是一場圍繞SpaceX上市、精準如棋局的金錢遊戲——而且，他完全是用自己那套「五步工作法」來執行的。 **第一步：質疑與刪減——預判市場質疑，提前消除盲點** 馬斯克深知，SpaceX上市在即，市場必然質疑：「他專注SpaceX，會否疏於打理特斯拉？」他沒有被動回應，而是主動出擊——讓特斯拉、xAI與未上市的SpaceX展開深度合作，並透過這層關係，令特斯拉獲配SpaceX股份。這一步看似合作，實則是「刪減」市場疑慮，穩住特斯拉人氣，避免其被投資者冷待。 **第二步：簡化與優化——拆細股份，點燃炒作之火** 為拉動交投氣氛，他在上市前突然宣佈拆細股份。表面理由是「調節市場稀缺度」，實則火上添油：原本每股五百多元、令散戶卻步的股價，拆細後變成135元的「親民價」，吸引全球股民搶進。掛牌首日，SpaceX股價即被熱炒拉昇三成。這是典型的簡化入場門檻、優化炒作空間——讓本來已經稀少的持股變得更加珍貴。 **第三步：加速與自動化——上市即放合併風聲，綁定雙引擎** SpaceX甫一上市，馬斯克火速暗示：「未來特斯拉與SpaceX有合併可能性。」這一步並非隨口說說，而是精心計算的加速器：兩企業務重疊環節眾多（電池、材料、AI、製造流程），一旦合併，協同效應可觀。這既為特斯拉股價提供持續支撐，也為他那份與股價掛鈎的天價薪酬方案鋪路。 **例子**：根據特斯拉2023年股東大會披露的CEO績效獎勵計劃，","listText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a>利潤可以&nbsp; 先賺 標題：馬斯克的五步金錢遊戲：從外星視野到地球算計 馬斯克確與眾不同。他自稱擁有「外星人級」的遠見，率先佈局太空產業，令SpaceX穩坐龍頭；同時又具備地球商人的靈活頭腦，讓個人財富幾何級數暴增。然而，真正彰顯其天才之處的，並非技術突破，而是一場圍繞SpaceX上市、精準如棋局的金錢遊戲——而且，他完全是用自己那套「五步工作法」來執行的。 **第一步：質疑與刪減——預判市場質疑，提前消除盲點** 馬斯克深知，SpaceX上市在即，市場必然質疑：「他專注SpaceX，會否疏於打理特斯拉？」他沒有被動回應，而是主動出擊——讓特斯拉、xAI與未上市的SpaceX展開深度合作，並透過這層關係，令特斯拉獲配SpaceX股份。這一步看似合作，實則是「刪減」市場疑慮，穩住特斯拉人氣，避免其被投資者冷待。 **第二步：簡化與優化——拆細股份，點燃炒作之火** 為拉動交投氣氛，他在上市前突然宣佈拆細股份。表面理由是「調節市場稀缺度」，實則火上添油：原本每股五百多元、令散戶卻步的股價，拆細後變成135元的「親民價」，吸引全球股民搶進。掛牌首日，SpaceX股價即被熱炒拉昇三成。這是典型的簡化入場門檻、優化炒作空間——讓本來已經稀少的持股變得更加珍貴。 **第三步：加速與自動化——上市即放合併風聲，綁定雙引擎** SpaceX甫一上市，馬斯克火速暗示：「未來特斯拉與SpaceX有合併可能性。」這一步並非隨口說說，而是精心計算的加速器：兩企業務重疊環節眾多（電池、材料、AI、製造流程），一旦合併，協同效應可觀。這既為特斯拉股價提供持續支撐，也為他那份與股價掛鈎的天價薪酬方案鋪路。 **例子**：根據特斯拉2023年股東大會披露的CEO績效獎勵計劃，","text":"$SpaceX(SPCX)$ 利潤可以 先賺 標題：馬斯克的五步金錢遊戲：從外星視野到地球算計 馬斯克確與眾不同。他自稱擁有「外星人級」的遠見，率先佈局太空產業，令SpaceX穩坐龍頭；同時又具備地球商人的靈活頭腦，讓個人財富幾何級數暴增。然而，真正彰顯其天才之處的，並非技術突破，而是一場圍繞SpaceX上市、精準如棋局的金錢遊戲——而且，他完全是用自己那套「五步工作法」來執行的。 **第一步：質疑與刪減——預判市場質疑，提前消除盲點** 馬斯克深知，SpaceX上市在即，市場必然質疑：「他專注SpaceX，會否疏於打理特斯拉？」他沒有被動回應，而是主動出擊——讓特斯拉、xAI與未上市的SpaceX展開深度合作，並透過這層關係，令特斯拉獲配SpaceX股份。這一步看似合作，實則是「刪減」市場疑慮，穩住特斯拉人氣，避免其被投資者冷待。 **第二步：簡化與優化——拆細股份，點燃炒作之火** 為拉動交投氣氛，他在上市前突然宣佈拆細股份。表面理由是「調節市場稀缺度」，實則火上添油：原本每股五百多元、令散戶卻步的股價，拆細後變成135元的「親民價」，吸引全球股民搶進。掛牌首日，SpaceX股價即被熱炒拉昇三成。這是典型的簡化入場門檻、優化炒作空間——讓本來已經稀少的持股變得更加珍貴。 **第三步：加速與自動化——上市即放合併風聲，綁定雙引擎** SpaceX甫一上市，馬斯克火速暗示：「未來特斯拉與SpaceX有合併可能性。」這一步並非隨口說說，而是精心計算的加速器：兩企業務重疊環節眾多（電池、材料、AI、製造流程），一旦合併，協同效應可觀。這既為特斯拉股價提供持續支撐，也為他那份與股價掛鈎的天價薪酬方案鋪路。 **例子**：根據特斯拉2023年股東大會披露的CEO績效獎勵計劃，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575740451820240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575395917726584,"gmtCreate":1781485779871,"gmtModify":1781485781508,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/06658\">$溜溜梅(06658)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/06658\">$溜溜梅(06658)$ </a>&nbsp;","text":"$溜溜梅(06658)$","images":[{"img":"https://community-static.tradeup.com/news/f0b9c339e163b9c8c3223e2b6a2f9037","width":"986","height":"1577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575395917726584","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":575394750587664,"gmtCreate":1781485615163,"gmtModify":1781485618050,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/06658\">$溜溜梅(06658)$ </a>&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/06658\">$溜溜梅(06658)$ </a>&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"$溜溜梅(06658)$ [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575394750587664","isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572856923025672,"gmtCreate":1780879963523,"gmtModify":1780879965057,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/02553\">$首鋼朗澤(02553)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/02553\">$首鋼朗澤(02553)$ </a>&nbsp;","text":"$首鋼朗澤(02553)$","images":[{"img":"https://community-static.tradeup.com/news/1e58b1fc1137d2a76b3a77ca3545e6b3","width":"986","height":"1577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572856923025672","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":572535513564248,"gmtCreate":1780801550336,"gmtModify":1780806728554,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LULU\">$lululemon athletica(LULU)$&nbsp;</a>&nbsp; Lululemon’s 11% drop following its Q1 earnings report reflects deep structural issues in its core market . While the company beat EPS expectations, the outlook was dismal: full-year revenue is now expected to decline 0-1%, a sharp reversal from prior 2-4% growth guidance . The probability of LULU falling below $100 is **low but not zero** in the near term. Currently trading around $124-$131 , reaching sub-$100 would require a further ~23% decline. Several factors make this unlikely: Supporting a bottom above $100: · Analyst price targets remain higher: Wells Fargo set $110, while the consensus target is ~$172 · International growth, particularly 30% revenue surge in Mainland China, provides a partial offset","listText":"<a href=\"https://ttm.financial/S/LULU\">$lululemon athletica(LULU)$&nbsp;</a>&nbsp; Lululemon’s 11% drop following its Q1 earnings report reflects deep structural issues in its core market . While the company beat EPS expectations, the outlook was dismal: full-year revenue is now expected to decline 0-1%, a sharp reversal from prior 2-4% growth guidance . The probability of LULU falling below $100 is **low but not zero** in the near term. Currently trading around $124-$131 , reaching sub-$100 would require a further ~23% decline. Several factors make this unlikely: Supporting a bottom above $100: · Analyst price targets remain higher: Wells Fargo set $110, while the consensus target is ~$172 · International growth, particularly 30% revenue surge in Mainland China, provides a partial offset","text":"$lululemon athletica(LULU)$ Lululemon’s 11% drop following its Q1 earnings report reflects deep structural issues in its core market . While the company beat EPS expectations, the outlook was dismal: full-year revenue is now expected to decline 0-1%, a sharp reversal from prior 2-4% growth guidance . The probability of LULU falling below $100 is **low but not zero** in the near term. Currently trading around $124-$131 , reaching sub-$100 would require a further ~23% decline. Several factors make this unlikely: Supporting a bottom above $100: · Analyst price targets remain higher: Wells Fargo set $110, while the consensus target is ~$172 · International growth, particularly 30% revenue surge in Mainland China, provides a partial offset","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572535513564248","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572165832254576,"gmtCreate":1780711303578,"gmtModify":1780711306602,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/02553\">$首鋼朗澤(02553)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/02553\">$首鋼朗澤(02553)$ </a>&nbsp;","text":"$首鋼朗澤(02553)$","images":[{"img":"https://community-static.tradeup.com/news/e27f29906ac947d8a06472f8aee7266e","width":"986","height":"1577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572165832254576","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":570436648826440,"gmtCreate":1780273065916,"gmtModify":1780273068413,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/02723\">$深演智能(02723)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/02723\">$深演智能(02723)$ </a>&nbsp;","text":"$深演智能(02723)$","images":[{"img":"https://community-static.tradeup.com/news/788a0e920d1c8eb277f1c01b759531f1","width":"986","height":"1577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570436648826440","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":570094731444456,"gmtCreate":1780189491205,"gmtModify":1780189493175,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570094731444456","repostId":"569605388289784","repostType":1,"repost":{"id":569605388289784,"gmtCreate":1780070048471,"gmtModify":1780108541993,"author":{"id":"4146794110585152","authorId":"4146794110585152","name":"D45","avatar":"https://community-static.tradeup.com/news/091feaeb5b3d035980b0d25c7eb8df43","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4146794110585152","idStr":"4146794110585152"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 碎股 Snowflake（SNOW）和 Palantir（PLTR）不僅不是競爭對手，還是緊密的戰略合作夥伴。Snowflake 亮眼的業績會帶動 Palantir 股價上漲，主要是因為**它向市場發出了一個強烈的信號：企業在 AI 領域的投資正在加速變現，而這兩家公司都是這波浪潮中的主要受益者。** 以下是兩者關係的詳細拆解，以及股價連動背後的三層邏輯。 ### 🤝 核心關係：從「潛在對手」到「戰略盟友」 雖然兩家公司都服務於大數據與 AI 領域，但它們現在更像是互補的搭檔，而非敵人： * **明確的戰略夥伴關係**：雙方已宣佈深度合作，將 Snowflake 的「AI 數據雲」與 Palantir 的「Foundry 操作系統」及「AIP 人工智能平臺」進行原生整合。 * **分工明確，能力互補**： * **Snowflake 的角色**：專注於數據的**存儲、治理與管理**，為企業提供一個安全、合規、統一的數據底座。 * **Palantir 的角色**：專注於數據的**分析、決策與行動**。它的平臺像一個操作系統，能在 Snowflake 提供的數據之上，構建幫助企業做出決策的 AI 應用。 * **「零拷貝」無縫整合**：技術上實現了「零拷貝」互通，意味著使用 Palantir 的客戶可以直接分析存放在 Snowflake 中的數據，無需繁瑣地搬運資料，既節省成本又提升效率。 ### 📈 財報連動效應：為何 SNOW 大漲能帶動 PL","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 碎股 Snowflake（SNOW）和 Palantir（PLTR）不僅不是競爭對手，還是緊密的戰略合作夥伴。Snowflake 亮眼的業績會帶動 Palantir 股價上漲，主要是因為**它向市場發出了一個強烈的信號：企業在 AI 領域的投資正在加速變現，而這兩家公司都是這波浪潮中的主要受益者。** 以下是兩者關係的詳細拆解，以及股價連動背後的三層邏輯。 ### 🤝 核心關係：從「潛在對手」到「戰略盟友」 雖然兩家公司都服務於大數據與 AI 領域，但它們現在更像是互補的搭檔，而非敵人： * **明確的戰略夥伴關係**：雙方已宣佈深度合作，將 Snowflake 的「AI 數據雲」與 Palantir 的「Foundry 操作系統」及「AIP 人工智能平臺」進行原生整合。 * **分工明確，能力互補**： * **Snowflake 的角色**：專注於數據的**存儲、治理與管理**，為企業提供一個安全、合規、統一的數據底座。 * **Palantir 的角色**：專注於數據的**分析、決策與行動**。它的平臺像一個操作系統，能在 Snowflake 提供的數據之上，構建幫助企業做出決策的 AI 應用。 * **「零拷貝」無縫整合**：技術上實現了「零拷貝」互通，意味著使用 Palantir 的客戶可以直接分析存放在 Snowflake 中的數據，無需繁瑣地搬運資料，既節省成本又提升效率。 ### 📈 財報連動效應：為何 SNOW 大漲能帶動 PL","text":"$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ 碎股 Snowflake（SNOW）和 Palantir（PLTR）不僅不是競爭對手，還是緊密的戰略合作夥伴。Snowflake 亮眼的業績會帶動 Palantir 股價上漲，主要是因為**它向市場發出了一個強烈的信號：企業在 AI 領域的投資正在加速變現，而這兩家公司都是這波浪潮中的主要受益者。** 以下是兩者關係的詳細拆解，以及股價連動背後的三層邏輯。 ### 🤝 核心關係：從「潛在對手」到「戰略盟友」 雖然兩家公司都服務於大數據與 AI 領域，但它們現在更像是互補的搭檔，而非敵人： * **明確的戰略夥伴關係**：雙方已宣佈深度合作，將 Snowflake 的「AI 數據雲」與 Palantir 的「Foundry 操作系統」及「AIP 人工智能平臺」進行原生整合。 * **分工明確，能力互補**： * **Snowflake 的角色**：專注於數據的**存儲、治理與管理**，為企業提供一個安全、合規、統一的數據底座。 * **Palantir 的角色**：專注於數據的**分析、決策與行動**。它的平臺像一個操作系統，能在 Snowflake 提供的數據之上，構建幫助企業做出決策的 AI 應用。 * **「零拷貝」無縫整合**：技術上實現了「零拷貝」互通，意味著使用 Palantir 的客戶可以直接分析存放在 Snowflake 中的數據，無需繁瑣地搬運資料，既節省成本又提升效率。 ### 📈 財報連動效應：為何 SNOW 大漲能帶動 PL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569605388289784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567993111656264,"gmtCreate":1779699474874,"gmtModify":1779699476615,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/02476\">$勝宏科技(02476)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/02476\">$勝宏科技(02476)$ </a>&nbsp;","text":"$勝宏科技(02476)$","images":[{"img":"https://community-static.tradeup.com/news/f871c8b2a9cd5535e901066085c3688b","width":"968","height":"1890"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567993111656264","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":565378010047432,"gmtCreate":1779064850664,"gmtModify":1779064853852,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/07666\">$劑泰科技-P(07666)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/07666\">$劑泰科技-P(07666)$ </a>&nbsp;","text":"$劑泰科技-P(07666)$","images":[{"img":"https://community-static.tradeup.com/news/08ffa9d28ef0e98dec1ef8d922411776","width":"968","height":"1890"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565378010047432","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":563957721338448,"gmtCreate":1778718099472,"gmtModify":1778718101953,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563957721338448","repostId":"563946322977896","repostType":1,"repost":{"id":563946322977896,"gmtCreate":1778715435948,"gmtModify":1778908126247,"author":{"id":"4182426465066882","authorId":"4182426465066882","name":"過路人","avatar":"https://community-static.tradeup.com/news/502b7056b781d0ec55300ea9614ff858","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182426465066882","idStr":"4182426465066882"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/JD 20260515 29.5 PUT\">$JD 20260515 29.5 PUT$&nbsp;</a>s.p強勢股比無貨賣call安全。27,28,29,31.5,32我都有賣。我putson個朵唔係流架。業績咁好唔賣put等幾時","listText":"<a href=\"https://ttm.financial/OPT/JD 20260515 29.5 PUT\">$JD 20260515 29.5 PUT$&nbsp;</a>s.p強勢股比無貨賣call安全。27,28,29,31.5,32我都有賣。我putson個朵唔係流架。業績咁好唔賣put等幾時","text":"$JD 20260515 29.5 PUT$ s.p強勢股比無貨賣call安全。27,28,29,31.5,32我都有賣。我putson個朵唔係流架。業績咁好唔賣put等幾時","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563946322977896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":562908275630768,"gmtCreate":1778458564493,"gmtModify":1778458566124,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/02476\">$勝宏科技(02476)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/02476\">$勝宏科技(02476)$ </a>&nbsp;","text":"$勝宏科技(02476)$","images":[{"img":"https://community-static.tradeup.com/news/dbe5915e7ea74e469b1d159097dfd4f6","width":"968","height":"1890"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/562908275630768","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":562907823096288,"gmtCreate":1778458450596,"gmtModify":1778458452684,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/562907823096288","repostId":"562094090290328","repostType":1,"repost":{"id":562094090290328,"gmtCreate":1778261722406,"gmtModify":1778653286732,"author":{"id":"4146794110585152","authorId":"4146794110585152","name":"D45","avatar":"https://community-static.tradeup.com/news/091feaeb5b3d035980b0d25c7eb8df43","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4146794110585152","idStr":"4146794110585152"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$&nbsp;</a>TQQQ只有假天花，沒有天花板。 AI人工智能的發展，尤如水銀瀉地般滲透進我們日常生活的每一個角落。你可以拒絕使用所有科技產品，不用電腦、不與AI對話，但你永遠無法阻止你的老闆運用AI優化效率、甚至取代重複性工作。AI就像譚詠麟那首老歌所唱：「不可以逃避」，面對這場不可逆的科技浪潮，我們唯有勇敢接納、主動適應。而這場浪潮的核心受益者，正是以科技龍頭為核心的納指100，以及跟隨其成長的QQQ與TQQQ，它們的成長空間，從來都沒有真正的天花板，所謂的短期調整，不過是市場給出的「假天花」。 如今，AI已與人們的生活高度綁定，從日常的語音助手、智能推送，到產業端的智能製造、數據分析，再到高端領域的量子計算、自動駕駛，AI早已不是可有可無的「附加項」，而是人類社會進步不可或缺的核心支撐。而納指100作為全球科技龍頭的聚集地，囊括了微軟、英偉達、蘋果等AI時代的核心玩家，這些企業正是AI浪潮的主導者與獲益者，它們的持續創新，直接驅動著納指100的長期上行，也為跟蹤其走勢的QQQ、放大其收益的TQQQ，鋪就了無限的成長路徑。人類對進步的渴望是刻在基因裡的天性，這種渴望永無休止，反映在資本市場，就是納指100及其相關ETF的成長不會停歇，任何看空其長期走勢的想法，最終都會被時代洪流淹沒，徒勞無功。 AI的爆發，本就是由市場剛性需求驅動的必然結果。對企業而言，要在激烈的競爭中脫穎而出、成為行業龍頭，就必須持續將資源傾斜到AI領域——不僅要加大研發投入，更要以更精準的方式，契合人類需求、順應時代進步的節奏。而納指100的成分股，恰恰是這類「精準契合者」，它們憑藉強大的研發實力、龐大的市場份額，持續收割AI時代的紅利，推動指數不斷創新高。QQQ作為直接跟蹤納指100","listText":"<a href=\"https://ttm.financial/S/TQQQ\">$納指三倍做多ETF(TQQQ)$&nbsp;</a>TQQQ只有假天花，沒有天花板。 AI人工智能的發展，尤如水銀瀉地般滲透進我們日常生活的每一個角落。你可以拒絕使用所有科技產品，不用電腦、不與AI對話，但你永遠無法阻止你的老闆運用AI優化效率、甚至取代重複性工作。AI就像譚詠麟那首老歌所唱：「不可以逃避」，面對這場不可逆的科技浪潮，我們唯有勇敢接納、主動適應。而這場浪潮的核心受益者，正是以科技龍頭為核心的納指100，以及跟隨其成長的QQQ與TQQQ，它們的成長空間，從來都沒有真正的天花板，所謂的短期調整，不過是市場給出的「假天花」。 如今，AI已與人們的生活高度綁定，從日常的語音助手、智能推送，到產業端的智能製造、數據分析，再到高端領域的量子計算、自動駕駛，AI早已不是可有可無的「附加項」，而是人類社會進步不可或缺的核心支撐。而納指100作為全球科技龍頭的聚集地，囊括了微軟、英偉達、蘋果等AI時代的核心玩家，這些企業正是AI浪潮的主導者與獲益者，它們的持續創新，直接驅動著納指100的長期上行，也為跟蹤其走勢的QQQ、放大其收益的TQQQ，鋪就了無限的成長路徑。人類對進步的渴望是刻在基因裡的天性，這種渴望永無休止，反映在資本市場，就是納指100及其相關ETF的成長不會停歇，任何看空其長期走勢的想法，最終都會被時代洪流淹沒，徒勞無功。 AI的爆發，本就是由市場剛性需求驅動的必然結果。對企業而言，要在激烈的競爭中脫穎而出、成為行業龍頭，就必須持續將資源傾斜到AI領域——不僅要加大研發投入，更要以更精準的方式，契合人類需求、順應時代進步的節奏。而納指100的成分股，恰恰是這類「精準契合者」，它們憑藉強大的研發實力、龐大的市場份額，持續收割AI時代的紅利，推動指數不斷創新高。QQQ作為直接跟蹤納指100","text":"$納指三倍做多ETF(TQQQ)$ TQQQ只有假天花，沒有天花板。 AI人工智能的發展，尤如水銀瀉地般滲透進我們日常生活的每一個角落。你可以拒絕使用所有科技產品，不用電腦、不與AI對話，但你永遠無法阻止你的老闆運用AI優化效率、甚至取代重複性工作。AI就像譚詠麟那首老歌所唱：「不可以逃避」，面對這場不可逆的科技浪潮，我們唯有勇敢接納、主動適應。而這場浪潮的核心受益者，正是以科技龍頭為核心的納指100，以及跟隨其成長的QQQ與TQQQ，它們的成長空間，從來都沒有真正的天花板，所謂的短期調整，不過是市場給出的「假天花」。 如今，AI已與人們的生活高度綁定，從日常的語音助手、智能推送，到產業端的智能製造、數據分析，再到高端領域的量子計算、自動駕駛，AI早已不是可有可無的「附加項」，而是人類社會進步不可或缺的核心支撐。而納指100作為全球科技龍頭的聚集地，囊括了微軟、英偉達、蘋果等AI時代的核心玩家，這些企業正是AI浪潮的主導者與獲益者，它們的持續創新，直接驅動著納指100的長期上行，也為跟蹤其走勢的QQQ、放大其收益的TQQQ，鋪就了無限的成長路徑。人類對進步的渴望是刻在基因裡的天性，這種渴望永無休止，反映在資本市場，就是納指100及其相關ETF的成長不會停歇，任何看空其長期走勢的想法，最終都會被時代洪流淹沒，徒勞無功。 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這周的期權大概率都過關了，賣一張下週到期的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552213718963472","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":523508070651144,"gmtCreate":1768836306631,"gmtModify":1768838824291,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;&nbsp;[开心]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"[微笑]&nbsp;&nbsp;[开心]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"[微笑] [开心] 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</a>&nbsp;","text":"$瀾起科技(06809)$","images":[{"img":"https://community-static.tradeup.com/news/36bc425dd2a7721ea33c886c4358b59f","width":"968","height":"1785"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/542455046717944","isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":572535513564248,"gmtCreate":1780801550336,"gmtModify":1780806728554,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LULU\">$lululemon athletica(LULU)$&nbsp;</a>&nbsp; Lululemon’s 11% drop following its Q1 earnings report reflects deep structural issues in its core market 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The probability of LULU falling below $100 is **low but not zero** in the near term. Currently trading around $124-$131 , reaching sub-$100 would require a further ~23% decline. Several factors make this unlikely: Supporting a bottom above $100: · Analyst price targets remain higher: Wells Fargo set $110, while the consensus target is ~$172 · International growth, particularly 30% revenue surge in Mainland China, provides a partial offset","text":"$lululemon athletica(LULU)$ Lululemon’s 11% drop following its Q1 earnings report reflects deep structural issues in its core market . While the company beat EPS expectations, the outlook was dismal: full-year revenue is now expected to decline 0-1%, a sharp reversal from prior 2-4% growth guidance . The probability of LULU falling below $100 is **low but not zero** in the near term. Currently trading around $124-$131 , reaching sub-$100 would require a further ~23% decline. Several factors make this unlikely: Supporting a bottom above $100: · Analyst price targets remain higher: Wells Fargo set $110, while the consensus target is ~$172 · International growth, particularly 30% revenue surge in Mainland China, provides a partial offset","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572535513564248","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572165832254576,"gmtCreate":1780711303578,"gmtModify":1780711306602,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/02553\">$首鋼朗澤(02553)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/02553\">$首鋼朗澤(02553)$ 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href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 碎股 Snowflake（SNOW）和 Palantir（PLTR）不僅不是競爭對手，還是緊密的戰略合作夥伴。Snowflake 亮眼的業績會帶動 Palantir 股價上漲，主要是因為**它向市場發出了一個強烈的信號：企業在 AI 領域的投資正在加速變現，而這兩家公司都是這波浪潮中的主要受益者。** 以下是兩者關係的詳細拆解，以及股價連動背後的三層邏輯。 ### 🤝 核心關係：從「潛在對手」到「戰略盟友」 雖然兩家公司都服務於大數據與 AI 領域，但它們現在更像是互補的搭檔，而非敵人： * **明確的戰略夥伴關係**：雙方已宣佈深度合作，將 Snowflake 的「AI 數據雲」與 Palantir 的「Foundry 操作系統」及「AIP 人工智能平臺」進行原生整合。 * **分工明確，能力互補**： * **Snowflake 的角色**：專注於數據的**存儲、治理與管理**，為企業提供一個安全、合規、統一的數據底座。 * **Palantir 的角色**：專注於數據的**分析、決策與行動**。它的平臺像一個操作系統，能在 Snowflake 提供的數據之上，構建幫助企業做出決策的 AI 應用。 * **「零拷貝」無縫整合**：技術上實現了「零拷貝」互通，意味著使用 Palantir 的客戶可以直接分析存放在 Snowflake 中的數據，無需繁瑣地搬運資料，既節省成本又提升效率。 ### 📈 財報連動效應：為何 SNOW 大漲能帶動 PL","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 碎股 Snowflake（SNOW）和 Palantir（PLTR）不僅不是競爭對手，還是緊密的戰略合作夥伴。Snowflake 亮眼的業績會帶動 Palantir 股價上漲，主要是因為**它向市場發出了一個強烈的信號：企業在 AI 領域的投資正在加速變現，而這兩家公司都是這波浪潮中的主要受益者。** 以下是兩者關係的詳細拆解，以及股價連動背後的三層邏輯。 ### 🤝 核心關係：從「潛在對手」到「戰略盟友」 雖然兩家公司都服務於大數據與 AI 領域，但它們現在更像是互補的搭檔，而非敵人： * **明確的戰略夥伴關係**：雙方已宣佈深度合作，將 Snowflake 的「AI 數據雲」與 Palantir 的「Foundry 操作系統」及「AIP 人工智能平臺」進行原生整合。 * **分工明確，能力互補**： * **Snowflake 的角色**：專注於數據的**存儲、治理與管理**，為企業提供一個安全、合規、統一的數據底座。 * **Palantir 的角色**：專注於數據的**分析、決策與行動**。它的平臺像一個操作系統，能在 Snowflake 提供的數據之上，構建幫助企業做出決策的 AI 應用。 * **「零拷貝」無縫整合**：技術上實現了「零拷貝」互通，意味著使用 Palantir 的客戶可以直接分析存放在 Snowflake 中的數據，無需繁瑣地搬運資料，既節省成本又提升效率。 ### 📈 財報連動效應：為何 SNOW 大漲能帶動 PL","text":"$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ 碎股 Snowflake（SNOW）和 Palantir（PLTR）不僅不是競爭對手，還是緊密的戰略合作夥伴。Snowflake 亮眼的業績會帶動 Palantir 股價上漲，主要是因為**它向市場發出了一個強烈的信號：企業在 AI 領域的投資正在加速變現，而這兩家公司都是這波浪潮中的主要受益者。** 以下是兩者關係的詳細拆解，以及股價連動背後的三層邏輯。 ### 🤝 核心關係：從「潛在對手」到「戰略盟友」 雖然兩家公司都服務於大數據與 AI 領域，但它們現在更像是互補的搭檔，而非敵人： * **明確的戰略夥伴關係**：雙方已宣佈深度合作，將 Snowflake 的「AI 數據雲」與 Palantir 的「Foundry 操作系統」及「AIP 人工智能平臺」進行原生整合。 * **分工明確，能力互補**： * **Snowflake 的角色**：專注於數據的**存儲、治理與管理**，為企業提供一個安全、合規、統一的數據底座。 * **Palantir 的角色**：專注於數據的**分析、決策與行動**。它的平臺像一個操作系統，能在 Snowflake 提供的數據之上，構建幫助企業做出決策的 AI 應用。 * **「零拷貝」無縫整合**：技術上實現了「零拷貝」互通，意味著使用 Palantir 的客戶可以直接分析存放在 Snowflake 中的數據，無需繁瑣地搬運資料，既節省成本又提升效率。 ### 📈 財報連動效應：為何 SNOW 大漲能帶動 PL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569605388289784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567993111656264,"gmtCreate":1779699474874,"gmtModify":1779699476615,"author":{"id":"4231664970592252","authorId":"4231664970592252","name":"QQWong","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4231664970592252","idStr":"4231664970592252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/02476\">$勝宏科技(02476)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/02476\">$勝宏科技(02476)$ </a>&nbsp;","text":"$勝宏科技(02476)$","images":[{"img":"https://community-static.tradeup.com/news/f871c8b2a9cd5535e901066085c3688b","width":"968","height":"1890"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567993111656264","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}