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iPhone 8
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纳斯达克综合指数
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iPhone 8
纳斯达克综合指数
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标普500指数
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1.44万
阳光财经
·
2024-04-18
美股分析赚钱:我们都被骗了
美股分析赚钱:我们都被骗了
精彩
明天周日:
骗不骗都不重要,关键是能不能赚钱
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4
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14
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2.09万
AI行业观察
·
2024-04-18
可治疗睡眠呼吸暂停?“减肥神药”礼来股价迎新的助燃?!
1. “减肥神药”又有新用途?关于礼来
$礼来(LLY)$
的“减肥神药”Zepbound(也称为Tirzepatide)显示治疗睡眠呼吸暂停的潜力,这是一个医学领域的新进展。睡眠呼吸暂停是一种常见的睡眠障碍,表现为睡眠时呼吸暂时停止或显著减少,这可能导致多种健康问题,包括心脏病、高血压、糖尿病等。感觉对于我的少数家人也是刚需。[害羞][鼓掌]图片来源于网络,侵删如果Zepbound确实在临床试验中显示出对治疗睡眠呼吸暂停的有效性,这可能对以下人群有益:睡眠呼吸暂停患者:对于那些已经诊断出患有睡眠呼吸暂停并正在寻找新的治疗方法的人来说,这可能是一个好消息。肥胖患者:由于Zepbound原本是作为减肥药物开发的,对于同时患有肥胖和睡眠呼吸暂停的人来说,这种药物可能提供双重治疗效果。医疗保健提供者:医生和医疗专业人员可能会对这种新的治疗方法感兴趣,因为它可能为治疗睡眠呼吸暂停提供另一种选择。投资者:对于投资者来说,如果Zepbound的新用途获得批准,可能会对礼来公司的股价产生积极影响。然而,是否“需要”这种药物取决于多种因素,包括个人的健康状况、医生的建议以及药物的最终批准情况。在考虑使用任何新药物之前,重要的是要咨询医疗专业人员,并了解其潜在的益处和风险。至于是否继续利好礼来公司,这将取决于多个因素,包括但不限于:临床试验结果:Zepbound在治疗睡眠呼吸暂停方面的临床试验结果将是一个关键因素。监管批准:该药物是否能够获得必要的监管批准,如美国食品药品监督管理局(FDA)的批准。市场接受度:医生和患者对该药物的接受程度,以及它是否能够成为治疗睡眠呼吸暂停的主流选择。商业化策略:礼来公司如何将Zepbound推向市场,包括定价和营销策略。投资者在
可治疗睡眠呼吸暂停?“减肥神药”礼来股价迎新的助燃?!
# 礼来绩后大涨6%!你有上车吗?
精彩
股票绿油油:
不知道别人怎么看,我已经拿了三个月了,还准备继续拿着
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6
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6
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1.60万
新能源Bot
·
2024-04-18
MEGA失利原因和L6定价预测的调研
前段时间做了两个调研,是关于MEGA失利原因和L6定价预测的...
$理想汽车(LI)$
$理想汽车-W(02015)$
两个结果都反应了价格因素还是挺关键的:1. 34%的人认为MEGA表现不如预期是因为价格过高2. 42%的人认为L6入门价可能在22.98万以下另外,少军总直播也有讨论这个话题,嘉宾们大多认为入门价会在23万左右。就在昨天,竞品问界M5(未发布情况下)预售第一天就突破1万订单,基于这个情况,大家对L6 起步价的看法是否有变化?来源:微博 新渠道-李霸天
MEGA失利原因和L6定价预测的调研
# i8发布,股价大跌!理想后市还看好吗?
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2
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5
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1.84万
新能源Bot
·
2024-04-18
小米汽车智驾进阶新进展更新
小米SU7在4月交付了3千5,车队总数量超4000辆了,随着大规模量产交付,小米智驾的数据与算法都将迎来飞跃期,尤其是最吃数据的纯视觉。
$小米集团-W(01810)$
$小米集团ADR(XIACY)$
发布会上雷军说一年内小米智驾将成为第一梯队。基于小米SU7全面对标特斯拉的原则。通过动态对标小米VS特斯拉智驾,可观察到小米智驾的进阶之路:1,算法架构:小米正在在落地特斯拉3年前量产落地的BEV+Transformer阶段,小米MAX是多传感器融合,标准款纯视觉采用了毫米波雷达与超声波雷达,算是无激光雷达的多传感器融合。特斯拉目前是端到端纯视觉。2,车载硬件:小米比特斯拉多了十多个毫米波及超声波雷达,PRO,MAX还多了个激光雷达,车载推理芯片特斯拉是700topS算力,小米纯视觉版本是84TOPS,激光雷达版本是508tops,皆不考虑等效算力。3、车队数据量,目前小米的车队数量增至4000辆(特斯拉600万辆),小米高速智驾测试里程超1000万公里(特斯拉约1000亿英里),小米城区智驾内部测试已经展开,里程未公布(截止3月底特斯拉城区FSD测试里程10亿英里,FSD实测里程增长曲线见图3)4、城区覆盖范围,小米预计5月开10城,8月全国开通。5、待有了小米超算中心或者云端算力等数据后再做比较。来源:微博 @刘智驾
小米汽车智驾进阶新进展更新
# 新能源汽车俱乐部
精彩
HALGY:
特斯拉是144topS算力 Su 7标准版的智驾,只是个样子货,并且没有升级的可能性
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8
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2.63万
芯潮
·
2024-04-18
业绩强劲,台积电王者归来!
刚刚,芯片代工之王台积电发布了一季报,大超市场预期。其中,一季度营收188.7亿美元,同比增长12.9%,逆转了此前连续4个季度下滑的局面,超出管理层给出的180-188亿美元指引上限,更远超分析师一致预期的179.5亿:考虑到此前台积电已经公布了一季度的销售额,因此,营收强劲在市场预期之内。除营收之外,台积电的盈利能力和下一季指引也超出市场预期,其中,一季度毛利率为53.1%,分析师预期为53%;预计二季度营收在196-204亿美元之间,大超分析师预期的191亿。取中值计算,二季度台积电的营收或达到200亿美元,同比增长27.6%!分工艺来看,台积电一季度3纳米贡献了9%的收入,明显低于四季度15%的比例,主要是当前3纳米工艺主要用在苹果手机上,而一季度往往是手机销售淡季,因此占比有所降低。5纳米工艺一季度贡献了37%的收入,主要是AI需求拉动,如英伟达H100GPU和AMD的MI300GPU都是采用了该工艺。加上7纳米,一季度先进工艺贡献了台积电65%的收入,处于历史高位:分平台来看,一季度HPC(高性能计算)营收环比增长3%,智能手机环比下滑16%,与生产工艺变动比例相符:虽然DCE(数字消费)一季度环比大增33%,但由于DCE只贡献了台积电2%的收入,因此,并不重要。从一季报来看,台积电明显超出分析师预期,美股盘前股价一度上涨近3%:
$台积电(TSM)$
但其实,与此前的指引相比,台积电强劲的业绩在预期之内。如去年四季报,管理层预期2024年营收增速在20-25%之间,一季报中,管理层维持了该预测,但明确了增速或在20%区间中低端。从资本开支来看,虽然一季度金额达到57.7亿美元,高于去年四季度的52.4亿,但管理层保持了此前年度资本开支280-320亿美元的预测:再结合业绩电话会上,管
业绩强劲,台积电王者归来!
# 台积电财报超预期!还能上车吗?
精彩
海明威78:
尤其值得关注的是,一季度先进工艺贡献了台积电65%的收入,处于历史高位,这是一个积极的信号。
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1.03万
星月说财报
·
2024-04-18
Inditex:关小店开大店
$Inditex公司(0QWI.UK)$
Inditex:关小店开大店
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2
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1.47万
少年维特
·
2024-04-18
1港币的雍禾医疗,应该跌无可跌了吧
雍禾属于去年跟了挺久的公司,几次补仓成本来到了2.63,已经腰斩补不动了。 现在股价1.11港元,每股净资产1.97港元,市值5.85亿港元,流动性几乎枯竭,日均就是十几万的成交额,技术面跌成这个样子感觉差不多到头了。 年报看,公司现金及等价物还有6亿人民币,剔除短期借款,现金流跟去年差不多。 今年年初恒指跌破15000点,算是最悲观的时候,港股大批公司破净。目前港股情绪回暖,公司这两周在1港元区间不断回购,个人感觉价值回归预期是要高于风险预期的。 2023年报情况主要诟病的点还是花钱买量,搞激进战略,2023全年收入17.77亿,同比增长25.8%,全年销售及营销开支10.44亿人民币,同比增长了36.2%,要低于收入增速,说明效率不是很高,而且同比多了将近3亿,导致2023全年净亏损比较大,达到5.47亿。 公司2024年主旋律一定是业务收紧了,这个其实算是好事。营销策略上,年报有提要推进精细化营销策略,这个时候继续大规模上广告确实不太现实。 整个雍禾去年的开店情况来看,植发门店在一二线城市影响不大,下沉市场规模收缩比较厉害。史云逊独立门店算是第二增长曲线,影响也不大。 行业整体遇冷,非头部品牌会更难,大规模出清之后,反而头部品牌优势更大。听说是碧莲盛、大麦这种也过得不是很好,甚至整个医美板块也跌的挺惨,像爱美客这种去年也跌了47.47%,几乎腰斩,大消费板块都不好过。 目前大A主要配的都是可选消费,下半年消费情绪,风向标还是看茅台,前段时间不少大V在喊1600加仓茅台问题,情绪上复苏预期是在的。 现阶段也是补不动了,等复苏吧。
$雍禾医疗(02279)$
$阿里巴巴(BABA)$<
1港币的雍禾医疗,应该跌无可跌了吧
# 晒晒我的复盘笔记
精彩
马路边的硬币:
一直搞不懂,如此优质的公司,为什么会这么涨
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么么哒121
·
2024-04-18
$特斯拉(TSLA)$
消息面短暂的问题掩盖不了核心需端的问题,高利息的问题一直在,中国区新能源车竞争加剧,特斯拉内部裁员能源部波及最严重,4680项目组能源部高管离职,问题很多,但是我依然相信马斯克,这次裁员在我看来是公司内部的转型,想要押注人工智能自动驾驶,这些项目没有被裁,油管脸书投入的fsd大量广告也说明了问题,相信自动驾驶落地的可以逢低买入了,现在不一定的是最低点,但是股市里面买最低点的人基本挣不到钱,这种风险也会带来高收益,享受交易的快感,马斯克总有办法寻找新的赛道,在4680项目及时止损,掉头转型的魄力值得我们创业者学习。
$特斯拉(TSLA)$ 消息面短暂的问题掩盖不了核心需端的问题,高利息的问题一直在,中国区新能源车竞争加剧,特斯拉内部裁员能源部波及最严重,4680项目组...
# 晒晒更赚钱
精彩
瓦特蒸汽机:
虽然现在可能不是最低点,但买最低点并不是最明智的选择,股市里面要敢于承担风险才有可能获得高收益。
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1
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美股解毒师
·
2024-04-18
为何ASML和TSM冰火两重天?
$Taiwan Semiconductor Manufacturing(TSM)$
可谓是和
$NVIDIA Corp(NVDA)$
一样的赚钱机器,在刚刚公布的24年Q1财报中,果不其然地又超了预期。收入5926.4亿新台币,市场预期5834.6亿新台币毛利率53.1%,市场预期53.0%净利润2254.9亿新台币,市场预期2151亿新台币相比昨天的阿斯麦
$ASML Holding NV(ASML)$
的大跌眼镜,可谓冰火两重天。其实对光刻机的需求,最重要的不是大陆地区的“波动砍单”,相对而言,大陆地区对ASML的贡献仍有49%,倒是台积电、韩国、美国等地的客户对ASML的需求相对保守。也许有人觉得奇怪了,明明不是AI算力不足推升对芯片的需求吗?但人家台积电可没有说需要更多的光刻机,有可能有两个原因2022年和2023年的资本支出(CapEx)相对较高,已经把新建厂房的远期需求计算进去了,而2024年的CapEx相对保守,并没有进一步增加开支的计划,换句话说,也没有那么激进;AI推升的需求有可能还未传导至光刻系统等设备端(有延迟),但可能会随着台积电美国工厂的开工,以及其他高端制程工厂的进一步完善而得到回升,也就是订单会后续跟上。按照TSM的23年报里的指引,24年的CapEx为28-32 Billion USD,Q1只花了5.77B,那接下来三个季度,平均每季要达到7.42B;这可能也是ASML高层对2024年业绩指引仍乐观的基础吧。我认为台积电的资本开支不用太激进是没毛病的,苹果iPhone15的销量不及预期,且2024年全年的销量
为何ASML和TSM冰火两重天?
# AI竞赛加剧,你更看好AMD还是英特尔?
精彩
小狗摩天轮:
盘点 $Micron Technology(MU)$ $Broadcom(AVGO)$ ?
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8
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2.25万
a9240b0
·
2024-04-18
大跌后的ASML何去何从
ASML昨天发布24Q1财报: --营收52.9亿欧元,低于市场预期(54.7亿欧元) --净利润为12.24亿欧元,超市场预期(11.14亿欧元) --新订单:36.1亿欧元,低于市场预期(46.3亿欧元) 指引: --24年Q2营收 57-62亿欧元(市场预期64.56亿欧元) --毛利率50-51%(市场预期50.12%) --24全年指引不变 财报后ASML大跌7.09%。大跌后的ASML何去何从? 关键疑问一:24年业绩 ASML 23Q4有新订单390亿欧,订单交付周期需要18个月甚至更多。24Q1交付的是22年的订单,确定性应该很高。为什么24Q1营收会低于预期?2024年公司业绩指引不变? <1>财报出来后第一反应是交付延迟导致收入确定延后 <2>从数字看这一季度EUV销量明显比前面4个季度都低。 <3>从营收区域占比看台湾占比不正常 <4>网络上也有相关的声音 TSMC的EUV订单miss、两家公司之间量价协议未敲定导致的delay <5>财报会议公司对2024年的计划比较坚定:2024年全部预定满了,发货将根据预定进行 综上:24Q1-24Q2可能是由于某些原因客户交付节奏有调整,但不改变2024年整体营收指引。 关键疑问二:新订单量为什么低于预期 24Q1新订单36.1亿欧元,低于市场预期(46.3亿欧元)。新订单对应ASML25-26年业绩,会不会ASML长期确定性有影响? 财报会议公司针对这个的反馈: <1>我们过去一直这么说:新订单量确实是不稳定的,无论是在订单量很高的时候,还是在像现在从某些角度看订单量较低的时候。如果看过去六个月的总和是130 亿欧元的订单,这是每季度 65 亿欧元是一个相当大的数字。 <
大跌后的ASML何去何从
# 芯片股实现4连涨!AMD绩前能否上车?
精彩
美股解毒师:
除了可能延迟订单,也有可能台积电就是在压缩Capex,没计划那么多订单。24Q1的Capex 181.3BNT$,比23Q1的302.50BNT$少了三分之一多。 24年的Capex计划已经在年报里公布,28-32BUSD,那也会比23年低很多。所以ASML高层预期24年跟23年持平,可能也是跟了解过TSM需求后的结果。
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股侠在市
·
2024-04-18
你有信心抄底蔚来吗?
这个股票分析师说,就算降到1美元,他也没信心买
$蔚来(NIO)$
[笑哭] 蔚来到底哪里出了问题?
你有信心抄底蔚来吗?
# 9月交付量出炉!能否利好蔚来股价?
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互联网野生股神:
李斌要是看到这个视频会是什么心情?
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股票博主David
·
2024-04-18
4月18日:美股专项解读
$特斯拉(TSLA)$
$英伟达(NVDA)$
$美国超微公司(AMD)$
录了个视频解读下美股走势,特斯拉,英伟达,AMD都有解读到,可以看看。
4月18日:美股专项解读
# 台积电财报超预期!还能上车吗?
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Elly710:
谢谢老大,老大牛牛牛,视频最后好像没录完[哇塞][哇塞]
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格鲁1498
·
2024-04-18
台积电:现在会是买入机会吗?
台积电夜盘涨超4%,你觉得是买入机会吗?
台积电:现在会是买入机会吗?
# 芯片股实现4连涨!AMD绩前能否上车?
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骑母猪闯红灯:
如此优质的台积电点评视频竟然没什么人气,很不科学
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Hero_23
·
2024-04-18
5分钟讲明白自动驾驶端到端,解释为什么华为智驾并不是遥遥领先
到底什么是端到端自动驾驶系统?为何我会说这是智能驾驶的弯道超车机会?我希望今天用5分钟的时间,给你讲明白今年自动驾驶技术最重要的路线变化。这将会真正为自动驾驶体验带来质的飞跃和改变,并以此为标尺,我们能够很容易判断各家车企的自动驾驶技术领先程度。 当前的所谓自动驾驶系统,本质上就是一个规则执行器,它的基本工作原理是拿路上遇到的实际情况与人工提前写好的规则去比对,匹配上就按规则执行,匹配不上的话系统就提示接管自动退出。打个比方,比如说系统想要自动变道,会感知目标车道后侧车辆距离和速度,如果满足条件就发起变道,不满足就继续等待机会。这是一个很简单的办法,也非常容易理解它的工作机制。我们今天看到的所有车辆辅助驾驶功能,采用的都是这种规则检查-匹配-执行/放弃的方法。这里产生了第一个问题,这么看似乎自动驾驶没什么难度呀?目前的核心难点,其实在于感知层面。就是前面举例中提到的对于车辆的检测、速度和距离的判断。更难的还有比如说对于道路、车道线、绿化带的感知和判断,难度再提升一点,就是对人、对非机动车、对异性障碍物的判断和检测。感知部分才是最难的,不仅要识别,还要精准识别和快速识别,才能提供系统足够的信息去和规则设定的情况比对。我们现在常常听到的占用网络、BEV等等概念,目的都是为了更好的感知环境和路上的事物。 再进一步,我可以解释一下为何以前的视频里我会说华为在智驾的领先并非技术路线的领先,而仅仅是工程进度上的领先。因为在当下的自动驾驶技术路线里,国内所有车企都基本一致。唯一能比对的两个环节,一个是感知层面是不是能做到更精准、更多样、更快速的识别,另一个是决策层面规则是不是足够丰富来覆盖更多情况而不至于让系统总是提示接管。决策规则我们很容易想到的,就是看我们设想和写下来的规则够不够多,没什么技术含量。真正多少有点差别的其实是感知层面,但目前来看头部几家车企差别也很小。有一个指标可以判断
5分钟讲明白自动驾驶端到端,解释为什么华为智驾并不是遥遥领先
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花梨坎站:
你就不怕华为的粉丝攻击吗?
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OptionPlus
·
2024-04-18
$标普500(.SPX)$
预计会在5000 ± 30点反弹。很多强势股也破位了,谁表现最强势一目了然。今明天的TSM 和NFLX财报非常重要。
$英伟达(NVDA)$
850是近期空头主攻,昨天收到ASML影响总算破了,现在在MA50上,本周应该会盘在这上下。我也有思考,NVDA的破位是不是表示强势龙头补跌也差不多完成?不知道大家怎么看?
$标普500(.SPX)$ 预计会在5000 ± 30点反弹。很多强势股也破位了,谁表现最强势一目了然。今明天的TSM 和NFLX财报非常重要。 $英伟达...
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rambo:
显然会走5浪调整模式,449跌到420,反弹至438,再跌到410-400抄底就行了
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Oliver02
·
2024-04-18
特斯拉:裁员危机背后的战略调整与自动驾驶优先
一、裁员危机 Tesla股价在4月15日再度遭遇大跳水,一夜之间市值缩水304.33亿美元,引发投资者担忧。公司突然宣布裁员超过10%,加上核心高管的离职,更让市场陷入震荡。裁员不仅涉及数万名员工,还暴露了特斯拉电池项目的进展不力。 裁员决定: 特斯拉CEO埃隆·马斯克宣布裁员超过10%,称之为“艰难的决定”,并强调是为了降低成本、提升效率以备公司未来增长。这一消息加剧了市场对特斯拉未来的担忧,引发了股价的暴跌。 员工影响: 裁员消息影响范围广泛,甚至连特斯拉中国员工也已收到裁员通知。裁员涉及至少1.4万名员工,给公司内部带来不稳定因素。 高管离职: 特斯拉电池、电机和能源产品工程的高级副总裁德鲁·巴格利诺和曾任特斯拉公共政策和业务发展副总裁的罗汉·帕特尔宣布离职,这不仅引发了管理层的动荡,还暗示了公司内部问题的严重性。 管理层动荡: 巴格利诺的离职尤为引人注目,他参与了Tesla低价车型的开发,且在长达18年的服务期间对公司的贡献巨大,其离职可能意味着对公司未来发展的不确定性。此外,其他管理层也表现出动荡的迹象,包括电池项目负责人Anthony Thurston等人。 二、裁员背后的战略重构与自动驾驶聚焦 特斯拉最近的一系列负面消息,包括交付数据不及预期、放弃低成本车型计划以及裁员行动,引发了市场对公司未来的担忧。特斯拉面临的一系列挑战背后,可能是公司正在进行的战略重构,将自动驾驶作为未来的核心发展方向。 负面消息连连: 特斯拉在2024年第一季度交付数据低于预期,特斯拉Q1在全球的交付量为38.68万辆,明显低于市场机构预计的43万辆左右,同比下降了8.3%。同时放弃了低成本车型计划,股价受到重创。裁员行动的进行更加剧了市场的焦虑。 马斯克的解释: 马斯克在裁员内部信中表示,裁员是为了让公司更好地进入下一个增长阶段周期。但投资者对公司未来增长空间持有质疑,需要马斯克在财
特斯拉:裁员危机背后的战略调整与自动驾驶优先
# 特斯拉本周累涨14%,股价何时破$180?
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华尔街的花儿姐:
特斯拉面临的挑战需要马斯克在财报电话会上做出解释。
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狮子做趋势交易
·
2024-04-18
大饼昨晚跌破6W,还好立刻拉回来了。 一个月前大饼从7W3开始回落时我就说,大饼去往5字头的可能性不小。即使昨晚拉回6W,但继续下探的可能性还是不小。 大饼的回调不光涉及虚拟货币,也是代表了整个风险资产。所以大饼继续向下,美股也跟着走。
$纳斯达克(.IXIC)$
$标普500(.SPX)$
$Marathon Digital Holdings Inc(MARA)$
大饼昨晚跌破6W,还好立刻拉回来了。 一个月前大饼从7W3开始回落时我就说,大饼去往5字头的可能性不小。即使昨晚拉回6W,但继续下探的可能性还是不小。 大...
# BTC减半完成!能否迎来历史性大涨?
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不看不亏:
大饼的回调不仅影响虚拟货币,也代表了整个风险资产的走势。
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话题虎
·
2024-04-18
BTC跌穿6W美元!本次“减半”股价预测:暴涨or暴跌?
比特币一个多月来首次跌穿6万美元大关,盘中跌近5000美元。价格疲软之际,人们热切期盼第四次"减半"能推动比特币价格up!🔥第四次“减半”后,BTC价格一年内能涨超14万美元吗?(数据预测减半前会先跌到3W5,然后再飙升?[可爱])图源网络以史为鉴,比特币“减半”的价格变化[吃瓜]:第一次“减半”,价格从2012年的2.54美元,一年内上涨超过1000美元;第二次减半前,价格从2015年的270美元增长至2016年的650美元,减半后一年内进一步上涨至 2500美元;第三次减半前,价格从2019年的3600美元上涨至2020年的9000美元,随后一年内飙升至约55000美元亲爱的小虎们,第四次“减半”将在美东时间周五晚上或周六凌晨到来[哇塞]当前你会加入抄底的队伍吗?本次“减半”后BTC股价会怎么走?币股你会推荐哪一只呢?评论区分享你的看法,一起瓜分虎币奖励!🎁🎁
BTC跌穿6W美元!本次“减半”股价预测:暴涨or暴跌?
# BTC减半完成!能否迎来历史性大涨?
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夜流沙:
投资btc投资的是未来,不要因为小波动而抛弃筹码,拿住就对了,随着产量降低价格自然会抬升,时间会给你答案[贱笑]
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