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微微软
09-08
$Coinbase Global, Inc.(COIN)$
coin跌穿150其实很夸张,对上一次是2月, 这次可以allin 一星期回到200不是梦
微微软
09-07
$博通(AVGO)$
不用看了 跟随龙头上去的泡沫 怎么去怎么下来财报 跌穿120 大概率
微微软
09-06
$特斯拉(TSLA)$
中国市场对fsd产品的发展肯定没有直接贡献,但是对特斯汽车销售有重大影响对特斯拉近期利润表有重大影响。如果现在宣布fsd进不了中国,明天特斯拉销量再中国销量就会锐减。所以为了销量,必要的宣传要做。特斯拉一直夸大fsd的进展,十年来都是这样过来的。如果没有中国销量和利润,特斯拉很快就可能进入盈亏线。特别是明年老美可能取消补贴。
微微软
09-06
$蔚来(NIO)$
盘面像极FFIE,一样无利好,慢拉至盘尾,一样的空池无货。过去反复洗筹数月,这个股大概庄已完成新一轮控盘,剩下无非两种玩法罢了。但按照上次行情发的蟹货,无论如何5月那批5块8是不会给解套的。有盈利的朋友可以逐渐出掉,怎么拉上来就怎么砸回去,周线清清楚楚,别头铁。
微微软
09-06
$英伟达(NVDA)$
先出垄断新闻 再来侵权 利空不断 整个半导体财报都不及预期 说明华尔街期短期内不抄ai了半年内都会横盘阴跌 说话到此
微微软
09-04
$理想汽车(LI)$
$小鹏汽车(XPEV)$
蔚来海外战略彻底失败,大量烧钱,销量低迷。入不敷出。反观小鹏海外。稳扎稳打,攻城掠地,有如神助。
微微软
09-04
$特斯拉(TSLA)$
按现在的趋势,要考虑的是到了18X的位置有没有支撑,如果没有就还要往下到15X的位置再看有没有反弹机会了
微微软
09-04
$英伟达(NVDA)$
关于英伟达:短线看反弹。非要说个价位的话,我觉得在105左右可以建仓做多,越砸越加。这两天必会反抽,除非很快收复120,否则都当下跌中继看待。长期看跌不变
微微软
09-03
$阿里巴巴(BABA)$
就算入港股通,也是明牌。你我能想到的事情,别人想不到吗?别妄想了,巴巴得靠自己努力股价才能上去。
微微软
09-03
$英伟达(NVDA)$
短炒很难爆拉,车上等至减息发酵,现阶段追低即可,不需无谓操作,明年第二季算钱
微微软
09-02
$小米集团-W(01810)$
经济不行,消费降级!小米厚积薄发,一直深耕性价比,接下来将一枝独秀逆势抢占市场,迎来历史性性发展壮大机遇。
微微软
09-02
$Faraday Future(FFIE)$
正义也许会迟到,但不会缺席,这东西只会不断跌
微微软
09-02
$腾讯控股(00700)$
做好短期震荡的准备。腾讯在跟苹果的事情没有一个结果前大概率不会有什么突破,从腾讯的角度跟苹果翻脸也不太可能,最理想的结果就是双方达成某种协议的内部和解,所以现在的行情还是轻仓参与比较好,有跌就少少建点仓,单日肯定有机会可以做T的
微微软
09-02
$蔚来(NIO)$
蔚来辟谣破产传闻,无风不起浪,理性看待蔚来还有未来吗?多年来在巨额亏损泥潭中挣扎完全依赖融资和借债输血续命,借款及应付款就达五百多亿接近年营收额,谁还会向这个红海市场里巨亏户继续输血?远离蔚来,才有未来!
微微软
09-02
$小鹏汽车(XPEV)$
这新车确实牛逼呀,小鹏明确说了是有利润的,成本控制的很好,起飞吧小鹏
微微软
08-30
$苹果(AAPL)$
什么是优秀上市公司:来看看苹果,一直不断的回购和分红。2012年到2022年的十年间苹果一共分红1320亿美元,合计回购5500多亿美元。相应的回购注销后的总股本变化如下:2012年苹果总股本数是264亿股2013年苹果总股本数是263亿股2014年苹果总股本数是251.7亿股2015年苹果总股本数是234.6亿股2016年苹果总股本数是223.1亿股2017年苹果总股本数是213.4亿股2018年苹果总股本数是205亿股2019年苹果总股本数是190.2亿股2020年苹果总股本数是177.7亿股2021年苹果总股本数是169.7亿股2022年苹果总股本数是164.2亿股2023年苹果总股本数是153.3亿股十年的时间,总股数从264亿减少到153亿减少了111亿股,占比42%。这类行为促成市场给予相当高的估值高达三十多倍市盈率,也许巴老就此撤退了卖了很多股份,但目前看并没有影响太大,依然涨到了历史高位
微微软
08-29
$苹果(AAPL)$
其实苹果的股票虽然涨涨跌跌,但是总体趋势还是上涨的,倒是可以长期持有
微微软
08-29
$理想汽车(LI)$
理想19.5的毛利率,超出我的预期,营收其它能算出来的,其实我看半年报主要看毛利和未来发展规划。我判断应该涨的……
微微软
08-29
$理想汽车(LI)$
三季度营收取指引的中间数408亿,因为销量上涨以及max车型的占比提升,预期三季度毛利率22%,则毛利在90亿左右,营业费用预计60亿,经营利润预计30亿,接近去年四季度巅峰水平。四季度经营利润会超过40亿,加上三十多亿的年利息收入,今年利润仍有可能达到百亿。计算器按冒烟了。各位股东但凡像我这样按一按计算器,股价也不至于跌成这样,官方指引毛利率超过20%,最保守去估计三季度经营利润也超过二十亿,经营趋势持续向好,明年三款新车等待发布,有啥好慌的 何况账上还有四百多亿净现金(扣有媳负债和应付款)
微微软
08-29
$小米集团-W(01810)$
坚定看好小米汽车的理由:真诚小米的主营业务分为3块:手机、IOT、汽车。从故事上排序:汽车>IOT>手机。下面依次说:电动车造电动车是资本市场最爱听的故事。而这个行业,我只会认可两个牌子的电动车,特斯拉和小米。只有这两家是争的认认真真造车的。马斯克开创了电动车时代,而雷总是真诚的造车。从真诚的发布会,真诚的学赛车,真诚的去纽北刷圈。因为我自己也有赛车驾照,判断一个车企是不是认真造车最简单的一个标准就是第一辆车是轿车还是SUV。SUV注重功能,而轿车注重驾乘体验,所以只有轿车才是考验一个车企的硬实力。记得发布会有一段,小米的第一辆车一定要是工程师喜欢的车,而不是好卖的车,颇有iPhone一代的风范。而其他车企的老板,坐在自己的迈巴赫、劳斯莱斯里面,大吹特吹自己的SUV是几百万以内最好。在中国这个SUV满地跑到的市场。蔚来通过卖所谓的增值服务收割中产,做着演吃卯粮的事情。理想通过冰箱沙发加增程骗奶爸,做着油耗10的电动车。还有某个不可说的品牌,没出事就是爱国牌,出了事就是X力斯,拿着高精地图唬人说是自动驾驶。不谈也罢。他们第一辆车是不是统统都是SUV?有个例外小鹏,只能用命比纸薄来形容了。所以在这个畸形的市场环境下,小米就是一股小清流,告诉市场,真正的造车不是卖服务,不是卖冰箱沙发,更不是收爱国税。而是从零开始,一步步研究电机电控,研究底盘,研究空气动力,研究被动和主动安全,研究怎么跑圈速。最后早出一辆真正产品力可以和特斯拉扳手腕的车。而这个小清流现在看起来,第一步好像也成功了。对于小米汽车唯一的短板是自动驾驶。小米和特斯拉的比较优势是“人车家”生态、供应链整合能力、成本把控能力。在自动驾驶上和特斯拉
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一星期回到200不是梦","images":[{"img":"https://static.tigerbbs.com/e7eb79d5df7f07dbf75bdb945ad4423b","width":"480","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347073437692096","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":346722921476288,"gmtCreate":1725676002991,"gmtModify":1725676004436,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> <v-v data-views=\"0\"></v-v> 不用看了 跟随龙头上去的泡沫 怎么去怎么下来财报 跌穿120 大概率","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> <v-v data-views=\"0\"></v-v> 不用看了 跟随龙头上去的泡沫 怎么去怎么下来财报 跌穿120 大概率","text":"$博通(AVGO)$ 不用看了 跟随龙头上去的泡沫 怎么去怎么下来财报 跌穿120 大概率","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346722921476288","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346547551068352,"gmtCreate":1725633187949,"gmtModify":1725633189620,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 中国市场对fsd产品的发展肯定没有直接贡献,但是对特斯汽车销售有重大影响对特斯拉近期利润表有重大影响。如果现在宣布fsd进不了中国,明天特斯拉销量再中国销量就会锐减。所以为了销量,必要的宣传要做。特斯拉一直夸大fsd的进展,十年来都是这样过来的。如果没有中国销量和利润,特斯拉很快就可能进入盈亏线。特别是明年老美可能取消补贴。","listText":"<a 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这新车确实牛逼呀,小鹏明确说了是有利润的,成本控制的很好,起飞吧小鹏","images":[{"img":"https://static.tigerbbs.com/00a32f1b6081d215d369094c47888f09","width":"230","height":"234"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345099754836056","isVote":1,"tweetType":1,"viewCount":1347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":344089077559664,"gmtCreate":1725027619760,"gmtModify":1725027626183,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 什么是优秀上市公司:来看看苹果,一直不断的回购和分红。2012年到2022年的十年间苹果一共分红1320亿美元,合计回购5500多亿美元。相应的回购注销后的总股本变化如下:2012年苹果总股本数是264亿股2013年苹果总股本数是263亿股2014年苹果总股本数是251.7亿股2015年苹果总股本数是234.6亿股2016年苹果总股本数是223.1亿股2017年苹果总股本数是213.4亿股2018年苹果总股本数是205亿股2019年苹果总股本数是190.2亿股2020年苹果总股本数是177.7亿股2021年苹果总股本数是169.7亿股2022年苹果总股本数是164.2亿股2023年苹果总股本数是153.3亿股十年的时间,总股数从264亿减少到153亿减少了111亿股,占比42%。这类行为促成市场给予相当高的估值高达三十多倍市盈率,也许巴老就此撤退了卖了很多股份,但目前看并没有影响太大,依然涨到了历史高位","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 什么是优秀上市公司:来看看苹果,一直不断的回购和分红。2012年到2022年的十年间苹果一共分红1320亿美元,合计回购5500多亿美元。相应的回购注销后的总股本变化如下:2012年苹果总股本数是264亿股2013年苹果总股本数是263亿股2014年苹果总股本数是251.7亿股2015年苹果总股本数是234.6亿股2016年苹果总股本数是223.1亿股2017年苹果总股本数是213.4亿股2018年苹果总股本数是205亿股2019年苹果总股本数是190.2亿股2020年苹果总股本数是177.7亿股2021年苹果总股本数是169.7亿股2022年苹果总股本数是164.2亿股2023年苹果总股本数是153.3亿股十年的时间,总股数从264亿减少到153亿减少了111亿股,占比42%。这类行为促成市场给予相当高的估值高达三十多倍市盈率,也许巴老就此撤退了卖了很多股份,但目前看并没有影响太大,依然涨到了历史高位","text":"$苹果(AAPL)$ 什么是优秀上市公司:来看看苹果,一直不断的回购和分红。2012年到2022年的十年间苹果一共分红1320亿美元,合计回购5500多亿美元。相应的回购注销后的总股本变化如下:2012年苹果总股本数是264亿股2013年苹果总股本数是263亿股2014年苹果总股本数是251.7亿股2015年苹果总股本数是234.6亿股2016年苹果总股本数是223.1亿股2017年苹果总股本数是213.4亿股2018年苹果总股本数是205亿股2019年苹果总股本数是190.2亿股2020年苹果总股本数是177.7亿股2021年苹果总股本数是169.7亿股2022年苹果总股本数是164.2亿股2023年苹果总股本数是153.3亿股十年的时间,总股数从264亿减少到153亿减少了111亿股,占比42%。这类行为促成市场给予相当高的估值高达三十多倍市盈率,也许巴老就此撤退了卖了很多股份,但目前看并没有影响太大,依然涨到了历史高位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344089077559664","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343729642410224,"gmtCreate":1724939930675,"gmtModify":1724939932032,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 其实苹果的股票虽然涨涨跌跌,但是总体趋势还是上涨的,倒是可以长期持有","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 其实苹果的股票虽然涨涨跌跌,但是总体趋势还是上涨的,倒是可以长期持有","text":"$苹果(AAPL)$ 其实苹果的股票虽然涨涨跌跌,但是总体趋势还是上涨的,倒是可以长期持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343729642410224","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343723647754480,"gmtCreate":1724938467135,"gmtModify":1724938471517,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 理想19.5的毛利率,超出我的预期,营收其它能算出来的,其实我看半年报主要看毛利和未来发展规划。我判断应该涨的……","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 理想19.5的毛利率,超出我的预期,营收其它能算出来的,其实我看半年报主要看毛利和未来发展规划。我判断应该涨的……","text":"$理想汽车(LI)$ 理想19.5的毛利率,超出我的预期,营收其它能算出来的,其实我看半年报主要看毛利和未来发展规划。我判断应该涨的……","images":[{"img":"https://static.tigerbbs.com/f0ec89ca1d06735a2b2333998f9f3bc6","width":"271","height":"235"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343723647754480","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":343723625513200,"gmtCreate":1724938461706,"gmtModify":1724938465622,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 三季度营收取指引的中间数408亿,因为销量上涨以及max车型的占比提升,预期三季度毛利率22%,则毛利在90亿左右,营业费用预计60亿,经营利润预计30亿,接近去年四季度巅峰水平。四季度经营利润会超过40亿,加上三十多亿的年利息收入,今年利润仍有可能达到百亿。计算器按冒烟了。各位股东但凡像我这样按一按计算器,股价也不至于跌成这样,官方指引毛利率超过20%,最保守去估计三季度经营利润也超过二十亿,经营趋势持续向好,明年三款新车等待发布,有啥好慌的 何况账上还有四百多亿净现金(扣有媳负债和应付款)","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 三季度营收取指引的中间数408亿,因为销量上涨以及max车型的占比提升,预期三季度毛利率22%,则毛利在90亿左右,营业费用预计60亿,经营利润预计30亿,接近去年四季度巅峰水平。四季度经营利润会超过40亿,加上三十多亿的年利息收入,今年利润仍有可能达到百亿。计算器按冒烟了。各位股东但凡像我这样按一按计算器,股价也不至于跌成这样,官方指引毛利率超过20%,最保守去估计三季度经营利润也超过二十亿,经营趋势持续向好,明年三款新车等待发布,有啥好慌的 何况账上还有四百多亿净现金(扣有媳负债和应付款)","text":"$理想汽车(LI)$ 三季度营收取指引的中间数408亿,因为销量上涨以及max车型的占比提升,预期三季度毛利率22%,则毛利在90亿左右,营业费用预计60亿,经营利润预计30亿,接近去年四季度巅峰水平。四季度经营利润会超过40亿,加上三十多亿的年利息收入,今年利润仍有可能达到百亿。计算器按冒烟了。各位股东但凡像我这样按一按计算器,股价也不至于跌成这样,官方指引毛利率超过20%,最保守去估计三季度经营利润也超过二十亿,经营趋势持续向好,明年三款新车等待发布,有啥好慌的 何况账上还有四百多亿净现金(扣有媳负债和应付款)","images":[{"img":"https://static.tigerbbs.com/53d834a307ea6914f4d08fecde16f512","width":"371","height":"235"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343723625513200","isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":343709906735472,"gmtCreate":1724935048758,"gmtModify":1724936902026,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v> 坚定看好小米汽车的理由:真诚小米的主营业务分为3块:手机、IOT、汽车。从故事上排序:汽车>IOT>手机。下面依次说:电动车造电动车是资本市场最爱听的故事。而这个行业,我只会认可两个牌子的电动车,特斯拉和小米。只有这两家是争的认认真真造车的。马斯克开创了电动车时代,而雷总是真诚的造车。从真诚的发布会,真诚的学赛车,真诚的去纽北刷圈。因为我自己也有赛车驾照,判断一个车企是不是认真造车最简单的一个标准就是第一辆车是轿车还是SUV。SUV注重功能,而轿车注重驾乘体验,所以只有轿车才是考验一个车企的硬实力。记得发布会有一段,小米的第一辆车一定要是工程师喜欢的车,而不是好卖的车,颇有iPhone一代的风范。而其他车企的老板,坐在自己的迈巴赫、劳斯莱斯里面,大吹特吹自己的SUV是几百万以内最好。在中国这个SUV满地跑到的市场。蔚来通过卖所谓的增值服务收割中产,做着演吃卯粮的事情。理想通过冰箱沙发加增程骗奶爸,做着油耗10的电动车。还有某个不可说的品牌,没出事就是爱国牌,出了事就是X力斯,拿着高精地图唬人说是自动驾驶。不谈也罢。他们第一辆车是不是统统都是SUV?有个例外小鹏,只能用命比纸薄来形容了。所以在这个畸形的市场环境下,小米就是一股小清流,告诉市场,真正的造车不是卖服务,不是卖冰箱沙发,更不是收爱国税。而是从零开始,一步步研究电机电控,研究底盘,研究空气动力,研究被动和主动安全,研究怎么跑圈速。最后早出一辆真正产品力可以和特斯拉扳手腕的车。而这个小清流现在看起来,第一步好像也成功了。对于小米汽车唯一的短板是自动驾驶。小米和特斯拉的比较优势是“人车家”生态、供应链整合能力、成本把控能力。在自动驾驶上和特斯拉","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v> 坚定看好小米汽车的理由:真诚小米的主营业务分为3块:手机、IOT、汽车。从故事上排序:汽车>IOT>手机。下面依次说:电动车造电动车是资本市场最爱听的故事。而这个行业,我只会认可两个牌子的电动车,特斯拉和小米。只有这两家是争的认认真真造车的。马斯克开创了电动车时代,而雷总是真诚的造车。从真诚的发布会,真诚的学赛车,真诚的去纽北刷圈。因为我自己也有赛车驾照,判断一个车企是不是认真造车最简单的一个标准就是第一辆车是轿车还是SUV。SUV注重功能,而轿车注重驾乘体验,所以只有轿车才是考验一个车企的硬实力。记得发布会有一段,小米的第一辆车一定要是工程师喜欢的车,而不是好卖的车,颇有iPhone一代的风范。而其他车企的老板,坐在自己的迈巴赫、劳斯莱斯里面,大吹特吹自己的SUV是几百万以内最好。在中国这个SUV满地跑到的市场。蔚来通过卖所谓的增值服务收割中产,做着演吃卯粮的事情。理想通过冰箱沙发加增程骗奶爸,做着油耗10的电动车。还有某个不可说的品牌,没出事就是爱国牌,出了事就是X力斯,拿着高精地图唬人说是自动驾驶。不谈也罢。他们第一辆车是不是统统都是SUV?有个例外小鹏,只能用命比纸薄来形容了。所以在这个畸形的市场环境下,小米就是一股小清流,告诉市场,真正的造车不是卖服务,不是卖冰箱沙发,更不是收爱国税。而是从零开始,一步步研究电机电控,研究底盘,研究空气动力,研究被动和主动安全,研究怎么跑圈速。最后早出一辆真正产品力可以和特斯拉扳手腕的车。而这个小清流现在看起来,第一步好像也成功了。对于小米汽车唯一的短板是自动驾驶。小米和特斯拉的比较优势是“人车家”生态、供应链整合能力、成本把控能力。在自动驾驶上和特斯拉","text":"$小米集团-W(01810)$ 坚定看好小米汽车的理由:真诚小米的主营业务分为3块:手机、IOT、汽车。从故事上排序:汽车>IOT>手机。下面依次说:电动车造电动车是资本市场最爱听的故事。而这个行业,我只会认可两个牌子的电动车,特斯拉和小米。只有这两家是争的认认真真造车的。马斯克开创了电动车时代,而雷总是真诚的造车。从真诚的发布会,真诚的学赛车,真诚的去纽北刷圈。因为我自己也有赛车驾照,判断一个车企是不是认真造车最简单的一个标准就是第一辆车是轿车还是SUV。SUV注重功能,而轿车注重驾乘体验,所以只有轿车才是考验一个车企的硬实力。记得发布会有一段,小米的第一辆车一定要是工程师喜欢的车,而不是好卖的车,颇有iPhone一代的风范。而其他车企的老板,坐在自己的迈巴赫、劳斯莱斯里面,大吹特吹自己的SUV是几百万以内最好。在中国这个SUV满地跑到的市场。蔚来通过卖所谓的增值服务收割中产,做着演吃卯粮的事情。理想通过冰箱沙发加增程骗奶爸,做着油耗10的电动车。还有某个不可说的品牌,没出事就是爱国牌,出了事就是X力斯,拿着高精地图唬人说是自动驾驶。不谈也罢。他们第一辆车是不是统统都是SUV?有个例外小鹏,只能用命比纸薄来形容了。所以在这个畸形的市场环境下,小米就是一股小清流,告诉市场,真正的造车不是卖服务,不是卖冰箱沙发,更不是收爱国税。而是从零开始,一步步研究电机电控,研究底盘,研究空气动力,研究被动和主动安全,研究怎么跑圈速。最后早出一辆真正产品力可以和特斯拉扳手腕的车。而这个小清流现在看起来,第一步好像也成功了。对于小米汽车唯一的短板是自动驾驶。小米和特斯拉的比较优势是“人车家”生态、供应链整合能力、成本把控能力。在自动驾驶上和特斯拉","images":[{"img":"https://static.tigerbbs.com/0cb9d271ba04f8f26ba824ce49f7cac0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343709906735472","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":300446029369368,"gmtCreate":1714385621202,"gmtModify":1714475078359,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a 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微软云平台Azure本季度增长率有7个百分点归功于AI,上个季度是6%,再上个季度是3%。营收从上季的620亿美元不增反降到619亿美元,虽然营收和利润超预期,但是主要还是预期被搞低了。总体来说AI带来的增长不仅没有加速,反而是增速大减。而且Azure和其他云服务的收入增长了31%,高于市场预期的增长28.6%,以及去年三季度的增速29%和去年四季度的增速30%,就这个增速已经是有迹象显示是从亚马逊云那里夺取了市场份额,那么亚马逊云的市场份额相比上季可能会明显降低?综合起来看,微软周五高开低走,这也说明市场其实在高位卖出,星辰大海暂时不要想了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300386860015640","isVote":1,"tweetType":1,"viewCount":6932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321747187499008,"gmtCreate":1719571422761,"gmtModify":1719571424398,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a> <v-v data-views=\"1\"></v-v> 有机会会继续加仓,一直坚信ai是未来,只是不知道谁能最终活下来,研究了整个市场的ai公司,最终选择了腾讯 和商汤 ,希望不被辜负。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a> <v-v data-views=\"1\"></v-v> 有机会会继续加仓,一直坚信ai是未来,只是不知道谁能最终活下来,研究了整个市场的ai公司,最终选择了腾讯 和商汤 ,希望不被辜负。","text":"$腾讯控股(00700)$ $商汤-W(00020)$ 有机会会继续加仓,一直坚信ai是未来,只是不知道谁能最终活下来,研究了整个市场的ai公司,最终选择了腾讯 和商汤 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之前,逢高做空比追高利润更大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/308392731254928","isVote":1,"tweetType":1,"viewCount":8708,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535535770162265","authorId":"3535535770162265","authorIdStr":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"idStr":"3535535770162265"},"content":"这样不累吗?还有时差","text":"这样不累吗?还有时差","html":"这样不累吗?还有时差"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307348558712976,"gmtCreate":1716046340594,"gmtModify":1716046342133,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a 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我看这趋势,可能下周一二三英伟达是跌的趋势!如果投资者不看好英伟达一季报,估计下周一二三英伟达跌幅会扩大!如果微跌小跌,估计英伟达业绩还行!如果总体上涨了,一季报好的可能性很大!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/307348558712976","isVote":1,"tweetType":1,"viewCount":1787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306910913245208,"gmtCreate":1715939359276,"gmtModify":1715939360758,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 英伟达跌 特斯拉涨了。我感觉财报英伟达暴跌的话 特斯拉得涨20个点。提前布局","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 英伟达跌 特斯拉涨了。我感觉财报英伟达暴跌的话 特斯拉得涨20个点。提前布局","text":"$特斯拉(TSLA)$ 英伟达跌 特斯拉涨了。我感觉财报英伟达暴跌的话 特斯拉得涨20个点。提前布局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/306910913245208","isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561853491958832","authorId":"3561853491958832","authorIdStr":"3561853491958832","name":"大赢家马斯克","avatar":"https://static.tigerbbs.com/9d18be4282d413cee74be285e3918841","crmLevel":5,"crmLevelSwitch":0,"idStr":"3561853491958832"},"content":"没有啥关系。","text":"没有啥关系。","html":"没有啥关系。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322322379231512,"gmtCreate":1719711614647,"gmtModify":1719715171644,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a 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这个亚马逊的入局的消息导致近几天的股价下跌完全就没有逻辑。就像虎哥说的,一Temu还是个负现金流的业务,这块本身就没有计价。二,亚马逊不公平对待中国卖家是出了名的,现在搞这个业务怕是也不会有多少卖家入驻。三,这个业务连pdd还没跑出来,凭亚马逊的效率和成本怎么可能在降本增效的大环境里持续投入去和Temu竞争?我觉得pdd唯一的风险点就是小额包裹关税问题,但这件事上有体量大的多的亚马逊当挡箭牌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322322379231512","isVote":1,"tweetType":1,"viewCount":8874,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087113316240080","authorId":"4087113316240080","authorIdStr":"4087113316240080","name":"金融实验室","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"4087113316240080"},"content":"这个是不懂电商那,低价生态绝不是把货搬过来这么简单就完了","text":"这个是不懂电商那,低价生态绝不是把货搬过来这么简单就完了","html":"这个是不懂电商那,低价生态绝不是把货搬过来这么简单就完了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319011214049304,"gmtCreate":1718892770644,"gmtModify":1718892772319,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a 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这1300股我还没平掉,等到它退市是认真的。我的逻辑里,贾的为人是次要的,更主要是事实和判断。很多年前它的这款车也许还算可以,但这些年来,这么多新车企出来,这么多新车,这么多技术迭代和升级,法拉第未来的这款车已落伍。而且它极度非常缺乏现金,已经完全没有后续研发、改进以及大批量量产的可能性。它的破产和退市概率在90%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319011214049304","isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298732440268808,"gmtCreate":1713938476077,"gmtModify":1713939314465,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> ETH坎昆升级后对以太坊主链没有太多影响,但大幅降低了L2的手续费,所以base的meme特别火,现在base和sol成为meme主要平台。从而带动整个base用户活跃和生态落地。同时coinbase又是上市公司,sec监管也是非常喜欢的。还有一堆利好,不一一列举了。不过区块链股都是波动非常大的,需要一个坚强的心。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> ETH坎昆升级后对以太坊主链没有太多影响,但大幅降低了L2的手续费,所以base的meme特别火,现在base和sol成为meme主要平台。从而带动整个base用户活跃和生态落地。同时coinbase又是上市公司,sec监管也是非常喜欢的。还有一堆利好,不一一列举了。不过区块链股都是波动非常大的,需要一个坚强的心。","text":"$Coinbase Global, Inc.(COIN)$ ETH坎昆升级后对以太坊主链没有太多影响,但大幅降低了L2的手续费,所以base的meme特别火,现在base和sol成为meme主要平台。从而带动整个base用户活跃和生态落地。同时coinbase又是上市公司,sec监管也是非常喜欢的。还有一堆利好,不一一列举了。不过区块链股都是波动非常大的,需要一个坚强的心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298732440268808","isVote":1,"tweetType":1,"viewCount":6285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345125385285720,"gmtCreate":1725282163168,"gmtModify":1725282164968,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 正义也许会迟到,但不会缺席,这东西只会不断跌","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 正义也许会迟到,但不会缺席,这东西只会不断跌","text":"$Faraday Future(FFIE)$ 正义也许会迟到,但不会缺席,这东西只会不断跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345125385285720","isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311375873531952,"gmtCreate":1717038022760,"gmtModify":1717038025383,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 大家也别担心,这货本来涨跌都很随意,说不定明天就来一根20cm的大阳线也可能。我每次都是卖了它就涨,这次一定不卖。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 大家也别担心,这货本来涨跌都很随意,说不定明天就来一根20cm的大阳线也可能。我每次都是卖了它就涨,这次一定不卖。","text":"$超微电脑(SMCI)$ 大家也别担心,这货本来涨跌都很随意,说不定明天就来一根20cm的大阳线也可能。我每次都是卖了它就涨,这次一定不卖。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/311375873531952","isVote":1,"tweetType":1,"viewCount":2542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585247228945772","authorId":"3585247228945772","authorIdStr":"3585247228945772","name":"brucezhou","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3585247228945772"},"content":"你不卖 我不卖 主力使劲卖","text":"你不卖 我不卖 主力使劲卖","html":"你不卖 我不卖 主力使劲卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346547551068352,"gmtCreate":1725633187949,"gmtModify":1725633189620,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 中国市场对fsd产品的发展肯定没有直接贡献,但是对特斯汽车销售有重大影响对特斯拉近期利润表有重大影响。如果现在宣布fsd进不了中国,明天特斯拉销量再中国销量就会锐减。所以为了销量,必要的宣传要做。特斯拉一直夸大fsd的进展,十年来都是这样过来的。如果没有中国销量和利润,特斯拉很快就可能进入盈亏线。特别是明年老美可能取消补贴。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 中国市场对fsd产品的发展肯定没有直接贡献,但是对特斯汽车销售有重大影响对特斯拉近期利润表有重大影响。如果现在宣布fsd进不了中国,明天特斯拉销量再中国销量就会锐减。所以为了销量,必要的宣传要做。特斯拉一直夸大fsd的进展,十年来都是这样过来的。如果没有中国销量和利润,特斯拉很快就可能进入盈亏线。特别是明年老美可能取消补贴。","text":"$特斯拉(TSLA)$ 中国市场对fsd产品的发展肯定没有直接贡献,但是对特斯汽车销售有重大影响对特斯拉近期利润表有重大影响。如果现在宣布fsd进不了中国,明天特斯拉销量再中国销量就会锐减。所以为了销量,必要的宣传要做。特斯拉一直夸大fsd的进展,十年来都是这样过来的。如果没有中国销量和利润,特斯拉很快就可能进入盈亏线。特别是明年老美可能取消补贴。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346547551068352","isVote":1,"tweetType":1,"viewCount":2153,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3456496171359250","authorId":"3456496171359250","authorIdStr":"3456496171359250","name":"上海滩股","avatar":"https://static.laohu8.com/c0e710f532b198b9a400a94bdf88a6ae","crmLevel":8,"crmLevelSwitch":0,"idStr":"3456496171359250"},"content":"进中国叫了一年了,现在再延迟.说明背后有些政策阻力,同时FSD进展缓慢.市场当利多来炒作…","text":"进中国叫了一年了,现在再延迟.说明背后有些政策阻力,同时FSD进展缓慢.市场当利多来炒作…","html":"进中国叫了一年了,现在再延迟.说明背后有些政策阻力,同时FSD进展缓慢.市场当利多来炒作…"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340594955780272,"gmtCreate":1724160980054,"gmtModify":1724160981451,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a 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这周一盘前3个点上演过一次半路砸盘,直接收-7%。美股盘前很喜欢诱多,华尔街的低级伎俩,在财报出来稳定军心前,那帮人肯定想捞点快钱,因为Q2财报后就会开始有拉升的行情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/336676179165680","isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315999647453296,"gmtCreate":1718156268516,"gmtModify":1718156269941,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 特斯拉前些天的大涨几乎都是源自于消息面驱动 连财报也是这样 一个基于消息面驱动的公司 势必会遭遇雷霆打击 股价长期非糜不振将是常态!任何大反弹几乎都源自消息","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v 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股价长期非糜不振将是常态!任何大反弹几乎都源自消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/315999647453296","isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474273072027739","authorId":"3474273072027739","authorIdStr":"3474273072027739","name":"卡尔洋","avatar":"https://static.tigerbbs.com/b5bb61521c38f41b9c93c2497a4237ef","crmLevel":8,"crmLevelSwitch":0,"idStr":"3474273072027739"},"content":"马一龙教徒太多,没办法,献完终身献子孙","text":"马一龙教徒太多,没办法,献完终身献子孙","html":"马一龙教徒太多,没办法,献完终身献子孙"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304047259119640,"gmtCreate":1715240224969,"gmtModify":1715240226366,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 789销量并没有显著回升。l6未来的竞争对手很多,特别是小米suv上市。所以顶多也就看一个反弹。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 789销量并没有显著回升。l6未来的竞争对手很多,特别是小米suv上市。所以顶多也就看一个反弹。","text":"$理想汽车(LI)$ 789销量并没有显著回升。l6未来的竞争对手很多,特别是小米suv上市。所以顶多也就看一个反弹。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/304047259119640","isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295847720997096,"gmtCreate":1713237368342,"gmtModify":1713237373282,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> BTC 涨的时候,你不涨, BTC 大跌,你也不跌了。难道你是做空 BTC 的? 看图 mara 应该已经调整的差不多了,现在阻碍也就是效率不稳定,但就是不稳定才有这么低的价格,如果稳定了还是应该有估值回归的","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> BTC 涨的时候,你不涨, BTC 大跌,你也不跌了。难道你是做空 BTC 的? 看图 mara 应该已经调整的差不多了,现在阻碍也就是效率不稳定,但就是不稳定才有这么低的价格,如果稳定了还是应该有估值回归的","text":"$Marathon Digital Holdings Inc(MARA)$ BTC 涨的时候,你不涨, BTC 大跌,你也不跌了。难道你是做空 BTC 的? 看图 mara 应该已经调整的差不多了,现在阻碍也就是效率不稳定,但就是不稳定才有这么低的价格,如果稳定了还是应该有估值回归的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295847720997096","isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343706873848176,"gmtCreate":1724934308307,"gmtModify":1724934310307,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> NVDA财报不出意外的暴雷了,但依然财报比特斯拉强N倍,特斯拉这种业绩根本不配有现在的股价,一定还会继续跌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> NVDA财报不出意外的暴雷了,但依然财报比特斯拉强N倍,特斯拉这种业绩根本不配有现在的股价,一定还会继续跌","text":"$特斯拉(TSLA)$ $英伟达(NVDA)$ NVDA财报不出意外的暴雷了,但依然财报比特斯拉强N倍,特斯拉这种业绩根本不配有现在的股价,一定还会继续跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343706873848176","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340976534634544,"gmtCreate":1724254015476,"gmtModify":1724311269981,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"1\"></v-v> 我感觉这波跌完,真可以买,京东一直想利用仓储优势搞线下大型商超,大股东沃尔玛不同意,估计京东执意要搞线下商超,和沃尔玛业务有冲突,感觉一年呢要公布进军线下大型商超。","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"1\"></v-v> 我感觉这波跌完,真可以买,京东一直想利用仓储优势搞线下大型商超,大股东沃尔玛不同意,估计京东执意要搞线下商超,和沃尔玛业务有冲突,感觉一年呢要公布进军线下大型商超。","text":"$京东(JD)$ 我感觉这波跌完,真可以买,京东一直想利用仓储优势搞线下大型商超,大股东沃尔玛不同意,估计京东执意要搞线下商超,和沃尔玛业务有冲突,感觉一年呢要公布进军线下大型商超。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340976534634544","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309588398809136,"gmtCreate":1716609396944,"gmtModify":1716613708224,"author":{"id":"10000000000010312","authorId":"10000000000010312","authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010312"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 试着理解一下阿里的逻辑:1)股价低估,上市这么多年没给股东带来什么回报,所以阿里管理层面子上也挂不住了,成立了资本管理委员会,目的就是不择手段,提高股东回报。2)公司想要趁股价低多回购股份,但是外汇管制,美元不够,所以发可转债。总共要发50亿USD 的债,如果未来转股(105USD)的话预计增发4760万股,同步回购1480万股。所以未来增发的1/3已经回购回来了。3)为了进一步避免可转债对股权的稀释,阿里买入160美元的call,这样可以锁死未来股价远大于160亿美元时可转债转股带来的损失。4)总的来说,这里买债的和卖call 的估计是同一批机构。这批机构估计从软银那里接了很多baba,本来是准备出售的,现在相当于把手里的股份卖回给阿里了,但是又觉得这么低的价格卖不太划算,所以还给自己留下了一个期权的机会。对他们来说,这个deal 还是不错的。而对阿里来说,这个deal 也还行,因为管理层相信阿里可以继续挣很多钱,股价是会起来的。5)还需要观察的是,在获得这笔钱之后,阿里会不会加码回购,比如今年合计回购200亿。如果拿了可转债,依然没有提高之前的回购额度,那就说不太过去了。总的来说,买阿里巴巴的逻辑肯定更多还是价值回归,加强股东回报。指望阿里再重返以前的统治力是不太可能了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 试着理解一下阿里的逻辑:1)股价低估,上市这么多年没给股东带来什么回报,所以阿里管理层面子上也挂不住了,成立了资本管理委员会,目的就是不择手段,提高股东回报。2)公司想要趁股价低多回购股份,但是外汇管制,美元不够,所以发可转债。总共要发50亿USD 的债,如果未来转股(105USD)的话预计增发4760万股,同步回购1480万股。所以未来增发的1/3已经回购回来了。3)为了进一步避免可转债对股权的稀释,阿里买入160美元的call,这样可以锁死未来股价远大于160亿美元时可转债转股带来的损失。4)总的来说,这里买债的和卖call 的估计是同一批机构。这批机构估计从软银那里接了很多baba,本来是准备出售的,现在相当于把手里的股份卖回给阿里了,但是又觉得这么低的价格卖不太划算,所以还给自己留下了一个期权的机会。对他们来说,这个deal 还是不错的。而对阿里来说,这个deal 也还行,因为管理层相信阿里可以继续挣很多钱,股价是会起来的。5)还需要观察的是,在获得这笔钱之后,阿里会不会加码回购,比如今年合计回购200亿。如果拿了可转债,依然没有提高之前的回购额度,那就说不太过去了。总的来说,买阿里巴巴的逻辑肯定更多还是价值回归,加强股东回报。指望阿里再重返以前的统治力是不太可能了","text":"$阿里巴巴(BABA)$ 试着理解一下阿里的逻辑:1)股价低估,上市这么多年没给股东带来什么回报,所以阿里管理层面子上也挂不住了,成立了资本管理委员会,目的就是不择手段,提高股东回报。2)公司想要趁股价低多回购股份,但是外汇管制,美元不够,所以发可转债。总共要发50亿USD 的债,如果未来转股(105USD)的话预计增发4760万股,同步回购1480万股。所以未来增发的1/3已经回购回来了。3)为了进一步避免可转债对股权的稀释,阿里买入160美元的call,这样可以锁死未来股价远大于160亿美元时可转债转股带来的损失。4)总的来说,这里买债的和卖call 的估计是同一批机构。这批机构估计从软银那里接了很多baba,本来是准备出售的,现在相当于把手里的股份卖回给阿里了,但是又觉得这么低的价格卖不太划算,所以还给自己留下了一个期权的机会。对他们来说,这个deal 还是不错的。而对阿里来说,这个deal 也还行,因为管理层相信阿里可以继续挣很多钱,股价是会起来的。5)还需要观察的是,在获得这笔钱之后,阿里会不会加码回购,比如今年合计回购200亿。如果拿了可转债,依然没有提高之前的回购额度,那就说不太过去了。总的来说,买阿里巴巴的逻辑肯定更多还是价值回归,加强股东回报。指望阿里再重返以前的统治力是不太可能了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/309588398809136","isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459945058874066","authorId":"3459945058874066","authorIdStr":"3459945058874066","name":"两只大老虎","avatar":"https://static.tigerbbs.com/bf14132572e7946e6b0c1286847d4dea","crmLevel":6,"crmLevelSwitch":0,"idStr":"3459945058874066"},"content":"短期内业绩拉不起来,只能加强股东回报以安抚","text":"短期内业绩拉不起来,只能加强股东回报以安抚","html":"短期内业绩拉不起来,只能加强股东回报以安抚"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}