WstreetBoy的个人主页 - 老虎社区

WstreetBoy

WstreetBoy

理想一定要有，万一实现了呢。

IP属地：上海

80关注

511粉丝

4主题

0勋章

10-22

已经凉了没救了

美股半导体、存储、光通信概念股跌幅居前，AAOI、Coherent跌超7%、英特尔、AMD、西部数据跌超5%

10-15

$Coherent(COHR)$ 垃圾中的垃圾

10-15

$Applied Optoelectronics Inc.(AAOI)$ 废物中的废物

10-08

$Circle Internet Corp.(CRCL)$ 纯属狗屎一坨

09-30

‌$Applied Optoelectronics Inc.(AAOI)$ ‌ 垃圾玩意儿废物票一支没有任何价值

09-30

$Applied Optoelectronics Inc.(AAOI)$ 盘前都可以盘中垃圾的要死

09-03

$Applied Optoelectronics Inc.(AAOI)$ 真的买到一个垃圾了吗？

06-12

吸血鬼啊

全球史上最大IPO今日挂牌！SpaceX将如何掀起太空、电信与AI的“超级估值风暴”？

06-10

这都多少天的事儿了还拿出来炒

异动解读｜POET Technologies盘中下跌8.55%，违反协议泄露客户合同遭迈威尔科技取消大额订单

06-03

真的想哭🥲

05-23

加油👏

老虎国际：关于近期跨境证券业务监管指引的说明

04-28

CFO大嘴巴

POET Technologies宣布已取消所有来自Celestial AI的采购订单

02-06

说实话我有点怀疑

也是好起来了！蔚来官宣盈利

2025-10-06

$Rigetti Computing(RGTI)$ 有时也恨自己买少了

2025-05-21

这篇文章不错，转发给大家看看

@小虎老师:💰众多量子计算概念股5月飙升：QBTS上涨139%，你看好哪只？

2025-04-02

$蔚来(NIO)$ 乐道总裁艾铁成一个外行人走了，估计会好一点呐

2025-03-13

$蔚来(NIO)$ 你们说可不可笑，我一个小股东，评论了几句话，被一个乐道总裁拉黑了微博，我何德何能呀，我不过是为了自己投资的钱不想打水漂，催你们干点实事，居然就拉黑了。劝大家早点跑路吧@蔚来

2024-11-14

$老虎证券(TIGR)$ 平台是好用，股票是真垃圾

2024-10-15

$老虎证券(TIGR)$ 腰斩，我真的服了

2024-09-13

$FIRST REPUBLIC BANK/CA(FRCB)$ 来看看这被搞得多惨

去老虎APP查看更多动态

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没救了","listText":"已经凉了 没救了","text":"已经凉了 没救了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621158316327488","repostId":"1182173549","repostType":2,"repost":{"id":"1182173549","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1792676311,"share":"https://www.laohunote.com/m/news/1182173549?lang=zh_CN&edition=full","pubTime":"2026-10-22 21:38","market":"us","language":"zh","title":"美股半导体、存储、光通信概念股跌幅居前，AAOI、Coherent跌超7%、英特尔、AMD、西部数据跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182173549","media":"老虎资讯综合","summary":"10月22日，美股半导体板块盘初普跌，英特尔、迈威尔科技、AMD跌超5%，ARM跌超4%，阿斯麦跌超3%，英伟达、台积电、博通、高通跌超2%存储概念股普跌，西部数据、慧荣科技跌超5%，闪迪、希捷科技跌超4%，SK海力士、美光科技跌超3%；光通信概念股普跌，Applied Optoelectronics、Coherent跌超7%，Lumentum跌超6%，Credo、Astera 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股半导体、存储、光通信概念股跌幅居前，AAOI、Coherent跌超7%、英特尔、AMD、西部数据跌超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-10-22 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月22日，美股半导体板块盘初普跌，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>跌超5%，ARM跌超4%，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>跌超3%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌超2%</p><p>存储概念股普跌，<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a>跌超5%，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>跌超4%，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>、<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌超3%；</p><p>光通信概念股普跌，<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>、<a href=\"https://laohu8.com/S/COHR\">Coherent</a>跌超7%，Lumentum跌超6%，<a href=\"https://laohu8.com/S/CRDO\">Credo</a>、<a href=\"https://laohu8.com/S/ALAB\">Astera Labs</a>、<a href=\"https://laohu8.com/S/CIEN\">Ciena科技</a>、<a href=\"https://laohu8.com/S/FN\">Fabrinet</a>跌超5%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"TTXU":"Direxion Daily Technology Top 5 Bull 2X ETF","BK4561":"索罗斯持仓","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","MUD":"1倍做空MU 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废物中的废物","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/618616332878944","isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3448365245482888","authorIdStr":"3448365245482888"},"content":"今天买废物","text":"今天买废物","html":"今天买废物"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616234121553224,"gmtCreate":1791467049057,"gmtModify":1791467512981,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> &nbsp;纯属狗屎一坨","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> &nbsp;纯属狗屎一坨","text":"$Circle Internet Corp.(CRCL)$ 纯属狗屎一坨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616234121553224","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613406952435784,"gmtCreate":1790776749384,"gmtModify":1790777012409,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/AAOI\">$Applied Optoelectronics Inc.(AAOI)$ &nbsp;</a>‌ 垃圾玩意儿 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Optoelectronics Inc.(AAOI)$&nbsp;</a> 真的买到一个垃圾了吗？","text":"$Applied Optoelectronics Inc.(AAOI)$ 真的买到一个垃圾了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603774819775880","isVote":1,"tweetType":1,"viewCount":2413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574484608063624,"gmtCreate":1781268980119,"gmtModify":1781271614978,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"","htmlText":"吸血鬼啊","listText":"吸血鬼啊","text":"吸血鬼啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574484608063624","repostId":"2642258013","repostType":2,"repost":{"id":"2642258013","kind":"news","pubTimestamp":1781238609,"share":"https://www.laohunote.com/m/news/2642258013?lang=zh_CN&edition=full","pubTime":"2026-06-12 12:30","market":"hk","language":"zh","title":"全球史上最大IPO今日挂牌！SpaceX将如何掀起太空、电信与AI的“超级估值风暴”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2642258013","media":"智通财经","summary":"它的公开上市，正以前所未有的方式重塑太空股、电信股和AI股的估值逻辑。在IPO前夕，多只太空概念股已经大幅上涨，但其估值水平已明显高于SpaceX，这引发了市场对回调风险的担忧。相比之下，SpaceX约1.8万亿美元的估值对应约35倍的市销率。如果SpaceX上市首日涨幅超预期，带动整个太空板块飙升，空头集中平仓可能进一步推高股价，形成剧烈的短期双向波动。值得关注的是，SpaceX是首家以亏损状态登陆公开市场的AI巨头。","content":"<html><head></head><body><p>6月12日，史上最大IPO将正式登陆纳斯达克。SpaceX以代码SPCX进行交易，发行价锁定为每股135美元，对应市值估值接近1.8万亿美元，募资规模高达750亿美元。按此市值计算，这家马斯克旗下的科技巨头将超越<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)，空降美股公司市值前十名。</p><p>然而，这场“世纪IPO”的意义远超一家公司上市的范畴。SpaceX既是一家太空发射服务商，也是一家卫星通信运营商，同时还正加速转型为人工智能(AI)领军企业。它的公开上市，正以前所未有的方式重塑太空股、电信股和AI股的估值逻辑。</p><h2 id=\"id_3276788797\">太空股面临“估值对标”压力</h2><p>市场情报平台AgentSmyth的核心观点是：“一家已上市的SpaceX不会验证同行的估值，而是成为它们的衡量基准。”在IPO前夕，多只太空概念股已经大幅上涨，但其估值水平已明显高于SpaceX，这引发了市场对回调风险的担忧。</p><p>以<a href=\"https://laohu8.com/S/ASTSW\">AST SpaceMobile</a>(ASTS.US)和<a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a>(RKLB.US)为例，截至SpaceX的IPO前最后一个交易日，两者股价在过去12个月内分别飙升约170%和320%。目前，<a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a>的交易价格约相当于未来12个月预期营收的80倍，Rocket Lab则接近60倍。相比之下，SpaceX约1.8万亿美元的估值对应约35倍的市销率。如果SpaceX上市后市场并未给予其更高的溢价倍数，上述公司可能面临“估值下修”(derate)的风险。</p><p>除估值外，市场结构层面的风险也在积累。数据显示，<a href=\"https://laohu8.com/S/LUNR\">Intuitive Machines</a>(LUNR.US)、Redwire(RDW.US)和AST等个股的空头头寸比例均在20%左右，约为罗素1000指数成分股平均水平的3至4倍。这种高集中的空头仓位使得这些股票极易陷入“逼空行情”。如果SpaceX上市首日涨幅超预期，带动整个太空板块飙升，空头集中平仓可能进一步推高股价，形成剧烈的短期双向波动。</p><h2 id=\"id_3628496919\">卫星通信挑战电信巨头</h2><p>SpaceX的星链(Starlink)业务正在逐步切入通信领域。Oppenheimer近期发布报告指出，星链有望对美国规模高达1.6万亿美元的通信行业构成实质性冲击。</p><p>在最新的研究报告中，Oppenheimer将其对SpaceX 2035年太空业务收入的预期从5000亿美元上调至8000亿美元，同时将2030年美国星链宽带用户数的预期从1000万上调至1500万。该机构预计，星链服务将深入嵌入关键应用场景，用户流失率较低，定价能力强劲。除了提供通信服务，Oppenheimer还认为SpaceX有望进入移动设备市场，甚至可能颠覆智能手机行业。</p><p>尽管美国电信市场竞争激烈，但SpaceX的其他优势以及未来与特斯拉业务协同的可能性，为星链的前景提供了有力支撑。SpaceX在<a href=\"https://laohu8.com/S/000901\">航天</a>领域的领先地位，将带来Verizon(VZ.US)、AT&amp;T(T.US)和T-Mobile(TMUS.US)等企业无法企及的增长机会，星链也将持续从传统行业玩家手中夺取市场份额。</p><p>市场对这一竞争格局已有所反应。在IPO预热阶段，Verizon、AT&amp;T和T-Mobile等美国主要电信运营商的股价均出现不同程度的下滑。不过也有分析指出，如果SpaceX上市后表现不及预期，电信股反而可能出现短期反弹。</p><h2 id=\"id_2906314600\">“AI故事”撑起万亿估值</h2><p>支撑SpaceX近1.8万亿美元估值的核心逻辑，是其AI业务的巨大增长潜力。在路演中，SpaceX向投资者描绘了一个覆盖28.5万亿美元的总潜在市场，其中AI业务就占到26.5万亿美元。<a href=\"https://laohu8.com/S/GS\">高盛</a>预测，xAI的营收将从2025年的约32亿美元飙升至2030年的3220亿美元，“五年增长百倍”的故事成为支撑当前估值的关键支点。</p><p>然而，围绕这一AI估值也存在显著分歧。晨星发布的报告给予SpaceX每股63美元的公允价值估值，较发行价折价超50%;其最乐观情景(“登月计划”)对应市值1.97万亿美元，但发生概率仅为7%。估值专家达莫达兰(Aswath Damodaran)也直言，SpaceX在IPO文件中提及的26万亿美元AI市场规模假设“过于乐观”，且AI业务距离实现盈利仍相当遥远。</p><p>值得关注的是，SpaceX是首家以亏损状态登陆公开市场的AI巨头。市场表现不仅关乎其自身命运，更被视为一次关键的市场情绪测试。OpenAI和Anthropic预计将在今年晚些时候相继启动IPO，SpaceX上市后的走势可能直接影响投资者对后续AI公司上市的定价预期。分析师同时警告，如果SpaceX、Anthropic、OpenAI三大AI巨头的IPO同时推进，市场可能难以消化如此庞大的股票供应，甚至可能成为刺穿AI泡沫的导火索。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2026-06-12 12:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1453492.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月12日，史上最大IPO将正式登陆纳斯达克。SpaceX以代码SPCX进行交易，发行价锁定为每股135美元，对应市值估值接近1.8万亿美元，募资规模高达750亿美元。按此市值计算，这家马斯克旗下的科技巨头将超越特斯拉(TSLA.US)，空降美股公司市值前十名。然而，这场“世纪IPO”的意义远超一家公司上市的范畴。SpaceX既是一家太空发射服务商，也是一家卫星通信运营商，同时还正加速转型为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1453492.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f16a7a67d0d2e6f1e72c43b8fe10d226","relate_stocks":{"SPCX":"SPAC and New Issue ETF","DXYZ":"Destiny Tech100 Inc"},"source_url":"http://www.zhitongcaijing.com/content/detail/1453492.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642258013","content_text":"6月12日，史上最大IPO将正式登陆纳斯达克。SpaceX以代码SPCX进行交易，发行价锁定为每股135美元，对应市值估值接近1.8万亿美元，募资规模高达750亿美元。按此市值计算，这家马斯克旗下的科技巨头将超越特斯拉(TSLA.US)，空降美股公司市值前十名。然而，这场“世纪IPO”的意义远超一家公司上市的范畴。SpaceX既是一家太空发射服务商，也是一家卫星通信运营商，同时还正加速转型为人工智能(AI)领军企业。它的公开上市，正以前所未有的方式重塑太空股、电信股和AI股的估值逻辑。太空股面临“估值对标”压力市场情报平台AgentSmyth的核心观点是：“一家已上市的SpaceX不会验证同行的估值，而是成为它们的衡量基准。”在IPO前夕，多只太空概念股已经大幅上涨，但其估值水平已明显高于SpaceX，这引发了市场对回调风险的担忧。以AST SpaceMobile(ASTS.US)和Rocket Lab(RKLB.US)为例，截至SpaceX的IPO前最后一个交易日，两者股价在过去12个月内分别飙升约170%和320%。目前，AST SpaceMobile的交易价格约相当于未来12个月预期营收的80倍，Rocket Lab则接近60倍。相比之下，SpaceX约1.8万亿美元的估值对应约35倍的市销率。如果SpaceX上市后市场并未给予其更高的溢价倍数，上述公司可能面临“估值下修”(derate)的风险。除估值外，市场结构层面的风险也在积累。数据显示，Intuitive Machines(LUNR.US)、Redwire(RDW.US)和AST等个股的空头头寸比例均在20%左右，约为罗素1000指数成分股平均水平的3至4倍。这种高集中的空头仓位使得这些股票极易陷入“逼空行情”。如果SpaceX上市首日涨幅超预期，带动整个太空板块飙升，空头集中平仓可能进一步推高股价，形成剧烈的短期双向波动。卫星通信挑战电信巨头SpaceX的星链(Starlink)业务正在逐步切入通信领域。Oppenheimer近期发布报告指出，星链有望对美国规模高达1.6万亿美元的通信行业构成实质性冲击。在最新的研究报告中，Oppenheimer将其对SpaceX 2035年太空业务收入的预期从5000亿美元上调至8000亿美元，同时将2030年美国星链宽带用户数的预期从1000万上调至1500万。该机构预计，星链服务将深入嵌入关键应用场景，用户流失率较低，定价能力强劲。除了提供通信服务，Oppenheimer还认为SpaceX有望进入移动设备市场，甚至可能颠覆智能手机行业。尽管美国电信市场竞争激烈，但SpaceX的其他优势以及未来与特斯拉业务协同的可能性，为星链的前景提供了有力支撑。SpaceX在航天领域的领先地位，将带来Verizon(VZ.US)、AT&T(T.US)和T-Mobile(TMUS.US)等企业无法企及的增长机会，星链也将持续从传统行业玩家手中夺取市场份额。市场对这一竞争格局已有所反应。在IPO预热阶段，Verizon、AT&T和T-Mobile等美国主要电信运营商的股价均出现不同程度的下滑。不过也有分析指出，如果SpaceX上市后表现不及预期，电信股反而可能出现短期反弹。“AI故事”撑起万亿估值支撑SpaceX近1.8万亿美元估值的核心逻辑，是其AI业务的巨大增长潜力。在路演中，SpaceX向投资者描绘了一个覆盖28.5万亿美元的总潜在市场，其中AI业务就占到26.5万亿美元。高盛预测，xAI的营收将从2025年的约32亿美元飙升至2030年的3220亿美元，“五年增长百倍”的故事成为支撑当前估值的关键支点。然而，围绕这一AI估值也存在显著分歧。晨星发布的报告给予SpaceX每股63美元的公允价值估值，较发行价折价超50%;其最乐观情景(“登月计划”)对应市值1.97万亿美元，但发生概率仅为7%。估值专家达莫达兰(Aswath Damodaran)也直言，SpaceX在IPO文件中提及的26万亿美元AI市场规模假设“过于乐观”，且AI业务距离实现盈利仍相当遥远。值得关注的是，SpaceX是首家以亏损状态登陆公开市场的AI巨头。市场表现不仅关乎其自身命运，更被视为一次关键的市场情绪测试。OpenAI和Anthropic预计将在今年晚些时候相继启动IPO，SpaceX上市后的走势可能直接影响投资者对后续AI公司上市的定价预期。分析师同时警告，如果SpaceX、Anthropic、OpenAI三大AI巨头的IPO同时推进，市场可能难以消化如此庞大的股票供应，甚至可能成为刺穿AI泡沫的导火索。","news_type":1,"symbols_score_info":{"SPCX":1.5,"DXYZ":1.5}},"isVote":1,"tweetType":1,"viewCount":2010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573689909257056,"gmtCreate":1781090655439,"gmtModify":1781093997735,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"","htmlText":"这都多少天的事儿了 还拿出来炒","listText":"这都多少天的事儿了 还拿出来炒","text":"这都多少天的事儿了 还拿出来炒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573689909257056","repostId":"1137097961","repostType":2,"repost":{"id":"1137097961","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1781014291,"share":"https://www.laohunote.com/m/news/1137097961?lang=zh_CN&edition=full","pubTime":"2026-06-09 22:11","market":"us","language":"zh","title":"异动解读｜POET Technologies盘中下跌8.55%，违反协议泄露客户合同遭迈威尔科技取消大额订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1137097961","media":"行情直击","summary":"6月9日，POET Technologies盘中下跌8.55%，报11.24美元/股，成交额1.01亿美元。消息面上，公司因违反协议泄露客户合同金额及内容，遭大客户迈威尔科技取消大额订单，对公司基本面构成重大冲击。POET作为小盘股，单一大客户订单流失对其营收前景影响显著，光通信板块内迈威尔科技跌4.52%。此外，公司此前已面临多家律所发起的证券集体诉讼及大规模融资带来的股份稀释效应，市场情绪持续承压。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","content":"<p><p>6月9日，POET Technologies盘中下跌8.55%，报11.24美元/股，成交额1.01亿美元。消息面上，公司因违反协议泄露客户合同金额及内容，遭大客户迈威尔科技取消大额订单，对公司基本面构成重大冲击。POET作为小盘股，单一大客户订单流失对其营收前景影响显著，光通信板块内迈威尔科技跌4.52%。此外，公司此前已面临多家律所发起的证券集体诉讼及大规模融资带来的股份稀释效应，市场情绪持续承压。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读｜POET Technologies盘中下跌8.55%，违反协议泄露客户合同遭迈威尔科技取消大额订单</title>\n<style 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Technologies盘中下跌8.55%，报11.24美元/股，成交额1.01亿美元。消息面上，公司因违反协议泄露客户合同金额及内容，遭大客户迈威尔科技取消大额订单，对公司基本面构成重大冲击。POET作为小盘股，单一大客户订单流失对其营收前景影响显著，光通信板块内迈威尔科技跌4.52%。此外，公司此前已面临多家律所发起的证券集体诉讼及大规模融资带来的股份稀释效应，市场情绪持续承压。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"POET":"POET Technologies Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137097961","content_text":"6月9日，POET Technologies盘中下跌8.55%，报11.24美元/股，成交额1.01亿美元。消息面上，公司因违反协议泄露客户合同金额及内容，遭大客户迈威尔科技取消大额订单，对公司基本面构成重大冲击。POET作为小盘股，单一大客户订单流失对其营收前景影响显著，光通信板块内迈威尔科技跌4.52%。此外，公司此前已面临多家律所发起的证券集体诉讼及大规模融资带来的股份稀释效应，市场情绪持续承压。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"POET":1}},"isVote":1,"tweetType":1,"viewCount":1750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571141244023056,"gmtCreate":1780462948189,"gmtModify":1780464619652,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"","htmlText":"真的 想哭🥲","listText":"真的 想哭🥲","text":"真的 想哭🥲","images":[{"img":"https://static.tigerbbs.com/889bb8a4f091289aef62ed76a92c0697","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/571141244023056","isVote":1,"tweetType":1,"viewCount":2789,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":6,"crmLevelSwitch":1,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"content":"别怕，挺住，还有2年时间，12日之前先做好布局。","text":"别怕，挺住，还有2年时间，12日之前先做好布局。","html":"别怕，挺住，还有2年时间，12日之前先做好布局。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":567176662484848,"gmtCreate":1779492154274,"gmtModify":1779493690490,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"","htmlText":"加油👏","listText":"加油👏","text":"加油👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/567176662484848","repostId":"1184303210","repostType":2,"repost":{"id":"1184303210","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1779449432,"share":"https://www.laohunote.com/m/news/1184303210?lang=zh_CN&edition=full","pubTime":"2026-05-22 19:30","market":"us","language":"zh","title":"老虎国际：关于近期跨境证券业务监管指引的说明","url":"https://stock-news.laohu8.com/highlight/detail?id=1184303210","media":"老虎资讯综合","summary":"今日，中国证券监督管理委员会联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。当前，老虎国际全球业务运营一切正常，财务状况稳健。","content":"<p style=\"text-align: left;\">今日，中国证券监督管理委员会（CSRC）联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。</p><p style=\"text-align: left;\">作为深耕全球市场的持牌金融机构，合规始终是老虎国际经营发展的首要准则。一直以来，公司持续与各地监管机构保持沟通，并严格按照监管要求推进业务调整与合规整改。2023年以来，公司已全面停止为中国内地身份用户开设账户，同步停止对外广告、营销推广及活动，持续加强账户审核、身份核验及反欺诈管理机制，并将主要精力、资源投入在海外市场的经营活动中。</p><p style=\"text-align: left;\">截至2026年第一季度末，中国内地客户资产占集团全球总资产比例约为10%。与此同时，在国际化及多元化战略推动下，新加坡、香港、美国、澳大利亚、新西兰等海外市场的客户规模及资产规模持续保持稳健增长，国际化发展步伐不断加快。</p><p style=\"text-align: left;\">本次监管指引明确面向所有境外金融机构，针对监管机构提出的最新规范要求，老虎国际将继续严格按照监管指引落实相关工作，并在此过程中全力保障客户资产安全，维护正常的市场服务秩序。需要特别说明的是，客户资金始终与公司运营资金严格隔离，并按照监管要求存放于独立托管银行账户中；客户持有的美股、港股及新加坡股资产，分别由美国存管信托及结算公司（DTCC）、香港中央结算有限公司（HKSCC）及新加坡交易所中央托管私人有限公司（CDP）进行托管。我们将全力保障投资者资产安全与合法权益。</p><p style=\"text-align: left;\">当前，老虎国际全球业务运营一切正常，财务状况稳健。公司也将继续坚持“合规先行”的经营理念，在各国家和地区法律法规框架下，为全球客户提供安全、可靠、优质的金融服务，稳步推进长期可持续发展。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>老虎国际：关于近期跨境证券业务监管指引的说明</title>\n<style 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left;\">今日，中国证券监督管理委员会（CSRC）联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。</p><p style=\"text-align: left;\">作为深耕全球市场的持牌金融机构，合规始终是老虎国际经营发展的首要准则。一直以来，公司持续与各地监管机构保持沟通，并严格按照监管要求推进业务调整与合规整改。2023年以来，公司已全面停止为中国内地身份用户开设账户，同步停止对外广告、营销推广及活动，持续加强账户审核、身份核验及反欺诈管理机制，并将主要精力、资源投入在海外市场的经营活动中。</p><p style=\"text-align: left;\">截至2026年第一季度末，中国内地客户资产占集团全球总资产比例约为10%。与此同时，在国际化及多元化战略推动下，新加坡、香港、美国、澳大利亚、新西兰等海外市场的客户规模及资产规模持续保持稳健增长，国际化发展步伐不断加快。</p><p style=\"text-align: left;\">本次监管指引明确面向所有境外金融机构，针对监管机构提出的最新规范要求，老虎国际将继续严格按照监管指引落实相关工作，并在此过程中全力保障客户资产安全，维护正常的市场服务秩序。需要特别说明的是，客户资金始终与公司运营资金严格隔离，并按照监管要求存放于独立托管银行账户中；客户持有的美股、港股及新加坡股资产，分别由美国存管信托及结算公司（DTCC）、香港中央结算有限公司（HKSCC）及新加坡交易所中央托管私人有限公司（CDP）进行托管。我们将全力保障投资者资产安全与合法权益。</p><p style=\"text-align: left;\">当前，老虎国际全球业务运营一切正常，财务状况稳健。公司也将继续坚持“合规先行”的经营理念，在各国家和地区法律法规框架下，为全球客户提供安全、可靠、优质的金融服务，稳步推进长期可持续发展。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184303210","content_text":"今日，中国证券监督管理委员会（CSRC）联合八部委发布《关于规范内地投资者跨境证券期货基金经营活动的相关通告》，就行业相关经营活动进一步明确监管要求。老虎国际对此高度关注，将严格按照监管机构出台的全行业规范要求，稳步推进相关合规工作。作为深耕全球市场的持牌金融机构，合规始终是老虎国际经营发展的首要准则。一直以来，公司持续与各地监管机构保持沟通，并严格按照监管要求推进业务调整与合规整改。2023年以来，公司已全面停止为中国内地身份用户开设账户，同步停止对外广告、营销推广及活动，持续加强账户审核、身份核验及反欺诈管理机制，并将主要精力、资源投入在海外市场的经营活动中。截至2026年第一季度末，中国内地客户资产占集团全球总资产比例约为10%。与此同时，在国际化及多元化战略推动下，新加坡、香港、美国、澳大利亚、新西兰等海外市场的客户规模及资产规模持续保持稳健增长，国际化发展步伐不断加快。本次监管指引明确面向所有境外金融机构，针对监管机构提出的最新规范要求，老虎国际将继续严格按照监管指引落实相关工作，并在此过程中全力保障客户资产安全，维护正常的市场服务秩序。需要特别说明的是，客户资金始终与公司运营资金严格隔离，并按照监管要求存放于独立托管银行账户中；客户持有的美股、港股及新加坡股资产，分别由美国存管信托及结算公司（DTCC）、香港中央结算有限公司（HKSCC）及新加坡交易所中央托管私人有限公司（CDP）进行托管。我们将全力保障投资者资产安全与合法权益。当前，老虎国际全球业务运营一切正常，财务状况稳健。公司也将继续坚持“合规先行”的经营理念，在各国家和地区法律法规框架下，为全球客户提供安全、可靠、优质的金融服务，稳步推进长期可持续发展。","news_type":1,"symbols_score_info":{"TIGR":2}},"isVote":1,"tweetType":1,"viewCount":2237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558462379247112,"gmtCreate":1777375066262,"gmtModify":1777375068804,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"","htmlText":"CFO大嘴巴","listText":"CFO大嘴巴","text":"CFO大嘴巴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558462379247112","repostId":"1107047665","repostType":2,"repost":{"id":"1107047665","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1777294963,"share":"https://www.laohunote.com/m/news/1107047665?lang=zh_CN&edition=full","pubTime":"2026-04-27 21:02","market":"us","language":"zh","title":"POET Technologies宣布已取消所有来自Celestial AI的采购订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1107047665","media":"老虎资讯综合","summary":"4月27日，光通信概念股POET Technologies盘前直线跳水，暴跌逾25%，此前一度涨超15%。","content":"<html><head></head><body><p>4月27日，光通信概念股POET Technologies盘前直线跳水，暴跌逾25%，此前一度涨超15%。消息面上，公司今日宣布，公司已取消所有来自Celestial AI的采购订单，包括公司于2023年4月25日新闻稿中首次披露的首批生产单元订单（简称“采购订单”）。收购Celestial AI的Marvell Semiconductor Inc.已于2026年4月23日向公司发出书面取消通知。Marvell指出，取消订单的原因是公司违反保密义务，披露了与采购订单和发货信息相关的信息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe49e33dcc994024772e06ca58bec539\" title=\"\" tg-width=\"866\" tg-height=\"735\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>POET Technologies宣布已取消所有来自Celestial AI的采购订单</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPOET Technologies宣布已取消所有来自Celestial AI的采购订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-27 21:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月27日，光通信概念股POET Technologies盘前直线跳水，暴跌逾25%，此前一度涨超15%。消息面上，公司今日宣布，公司已取消所有来自Celestial AI的采购订单，包括公司于2023年4月25日新闻稿中首次披露的首批生产单元订单（简称“采购订单”）。收购Celestial AI的Marvell Semiconductor Inc.已于2026年4月23日向公司发出书面取消通知。Marvell指出，取消订单的原因是公司违反保密义务，披露了与采购订单和发货信息相关的信息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe49e33dcc994024772e06ca58bec539\" title=\"\" tg-width=\"866\" tg-height=\"735\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4141":"半导体产品","POET":"POET Technologies Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107047665","content_text":"4月27日，光通信概念股POET Technologies盘前直线跳水，暴跌逾25%，此前一度涨超15%。消息面上，公司今日宣布，公司已取消所有来自Celestial AI的采购订单，包括公司于2023年4月25日新闻稿中首次披露的首批生产单元订单（简称“采购订单”）。收购Celestial AI的Marvell Semiconductor Inc.已于2026年4月23日向公司发出书面取消通知。Marvell指出，取消订单的原因是公司违反保密义务，披露了与采购订单和发货信息相关的信息。","news_type":1,"symbols_score_info":{"POET":1.5}},"isVote":1,"tweetType":1,"viewCount":2165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529899453452504,"gmtCreate":1770390868073,"gmtModify":1770390870315,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"","htmlText":"说实话我有点怀疑 ","listText":"说实话我有点怀疑 ","text":"说实话我有点怀疑 ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529899453452504","repostId":"2609596347","repostType":2,"repost":{"id":"2609596347","kind":"news","pubTimestamp":1770383042,"share":"https://www.laohunote.com/m/news/2609596347?lang=zh_CN&edition=full","pubTime":"2026-02-06 21:04","market":"us","language":"zh","title":"也是好起来了！蔚来官宣盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2609596347","media":"汽车行业关注","summary":"此前，蔚来董事长李斌曾多次对外表达信心，有信心在四季度实现盈利。数据显示，2025年蔚来累计交付32.6万辆新车。2025年12月，蔚来ES8全月交付22258辆，是蔚来品牌唯一销量过万的车型，占蔚来集团总销量46%。这是蔚来创立11年来首次录得单季度经调整经营利润。2026年，蔚来将推出三款大车，其中Q2推出两款车型，Q3推出一款车型，同时蔚来不会因为阶段性政策变化调整产品发布节奏。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/O2Ka_FXdZfZdawMeDPO4FW6IO9kg7zGyxZbMroDcK0ONQAA/0\"/><p><strong>2月5日，<a href=\"https://laohu8.com/S/09866\">蔚来</a>发布2025年第四季度盈利预告，预计2025年第四季度录得经调整经营利润（非公认会计准则）（界定为剔除股权激励费用后的经营利润）介于人民币7亿元（约1亿美元）至人民币12亿元（约1.72亿美元）。</strong><strong>对于2025年预计实现盈利的原因，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>方面解释称，这主要归因于公司在2025年第四季度销量持续增长、有利的产品组合推动汽车毛利率优化以及公司持续推行全面降本增效措施。</strong></p><img src=\"https://inews.gtimg.com/om_bt/OXT4cTXZRydQt1rkqdIZAunbpl7hKpA2eT9MCNk9KyN7QAA/0\"/><p><strong>作为对比，蔚来在2024年第四季度经调整后经营亏损55.44亿元（非GAAP），2025年第三季度经调整后经营亏损27.76亿元（非GAAP）。</strong></p><p><strong>此前，蔚来董事长李斌曾多次对外表达信心，有信心在四季度实现盈利。李斌在2025年三季度业绩电话会上曾表示，蔚来有信心在今年四季度实现盈利，这依旧是公司的经营目标，因为目前蔚来全新ES8的订单非常强劲，有很多在手订单。对于2025年蔚来的整体表现，李斌用“战略性达成目标，并顺利切换至新阶段的关键一年”来总结。李斌表示，“从2025年下半年开始，公司走出‘第二个低谷’，进入了以‘全面提升运营效率和运营质量’为特征的新发展周期。”</strong></p><img src=\"https://inews.gtimg.com/om_bt/OlMtdbLMNOr7vkpDKrn1llZctaiG9_15fSw77C7pY3HHcAA/0\"/><p><strong>数据显示，2025年蔚来累计交付32.6万辆新车。其中，2025年第四季度交付量12.48万辆，创历史新高，同比增长71.7%。蔚来在2025年9月推出全新ES8，</strong><strong>共推出三款车型，六座行政豪华版和七座行政豪华版整车购买预售价40.68万元起，电池租赁29.88万元起，六座行政签名版整车售价44.68万元起，电池租赁33.88万元起。据了解，全新ES8基于NT3.0平台打造，定位全尺寸SUV，整体产品力较老款ES8有着全面提升，不仅车身尺寸更大，舒适性配置和科技配置也得到大幅提升，</strong><strong>全新ES8上市后持续火爆</strong><strong>。2025年12月，蔚来ES8全月交付22258辆，是蔚来品牌唯一销量过万的车型，占蔚来集团总销量46%。</strong></p><img src=\"https://inews.gtimg.com/om_bt/O2H4gsI9dTHyqs3iAWAkkeDUf0tfygFP4ytlft0coLSjQAA/0\"/><p><strong>这是蔚来创立11年来首次录得单季度经调整经营利润（非公认会计准则）。蔚来（<a href=\"https://laohu8.com/S/NIO\">NIO</a>）是 2014年11月成立的全球化智能电动汽车公司，成立至今已有11年之久，创始人李斌任董事长兼CEO，全球总部位于上海，中国总部在合肥，2018年<a href=\"https://laohu8.com/S/NYSE\">纽交所</a>上市，2022年<a href=\"https://laohu8.com/S/00388\">港交所</a>与新交所二次上市，核心优势是换电、BaaS与多品牌<a href=\"https://laohu8.com/S/301365\">矩阵</a>。自成立以来，蔚来连续亏损，2021年-2024年分别净亏损105.72亿元、145.59亿元、211.47亿元、226.58亿元，2025年前三季度累计亏损152.25亿元，其中2025年Q3亏损显著收窄并实现正向现金流。</strong></p><img src=\"https://inews.gtimg.com/om_bt/Oo0r9gyxOAab3hJ5zDpWFyT3kryjHbUML46BRBYx6ZTUwAA/0\"/><p><strong>2026年，蔚来将推出三款大车，其中Q2推出两款车型，Q3推出一款车型，同时蔚来不会因为阶段性政策变化调整产品发布节奏。李斌认为，中国新能源汽车市场已经进入“纯电大车”的时代，在乐道L90和全新ES8的基础上，蔚来将在2026年带来三款大车，结合换电的优势，抢占更多市场份额。与此同时，乐道品牌将会持续深耕主流家庭市场，覆盖10-30万元市场，就像丰田大众一样，目前乐道正在开发20万元以下平台，会在合适的时候推出。此前，蔚来ES9已经在工信部申报，将于4月发布。</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>也是好起来了！蔚来官宣盈利</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n也是好起来了！蔚来官宣盈利\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-06 21:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206210956a484ce08&s=b><strong>汽车行业关注</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月5日，蔚来发布2025年第四季度盈利预告，预计2025年第四季度录得经调整经营利润（非公认会计准则）（界定为剔除股权激励费用后的经营利润）介于人民币7亿元（约1亿美元）至人民币12亿元（约1.72亿美元）。对于2025年预计实现盈利的原因，蔚来方面解释称，这主要归因于公司在2025年第四季度销量持续增长、有利的产品组合推动汽车毛利率优化以及公司持续推行全面降本增效措施。作为对比，蔚来在2024...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206210956a484ce08&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","NIO":"蔚来","BK4509":"腾讯概念","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","09866":"蔚来-SW","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","NIOG":"2倍做多NIO ETF-Leverage Shares","NIO.SI":"蔚来","BK4555":"新能源车","BK4505":"高瓴资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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2014年11月成立的全球化智能电动汽车公司，成立至今已有11年之久，创始人李斌任董事长兼CEO，全球总部位于上海，中国总部在合肥，2018年纽交所上市，2022年港交所与新交所二次上市，核心优势是换电、BaaS与多品牌矩阵。自成立以来，蔚来连续亏损，2021年-2024年分别净亏损105.72亿元、145.59亿元、211.47亿元、226.58亿元，2025年前三季度累计亏损152.25亿元，其中2025年Q3亏损显著收窄并实现正向现金流。2026年，蔚来将推出三款大车，其中Q2推出两款车型，Q3推出一款车型，同时蔚来不会因为阶段性政策变化调整产品发布节奏。李斌认为，中国新能源汽车市场已经进入“纯电大车”的时代，在乐道L90和全新ES8的基础上，蔚来将在2026年带来三款大车，结合换电的优势，抢占更多市场份额。与此同时，乐道品牌将会持续深耕主流家庭市场，覆盖10-30万元市场，就像丰田大众一样，目前乐道正在开发20万元以下平台，会在合适的时候推出。此前，蔚来ES9已经在工信部申报，将于4月发布。","news_type":1,"symbols_score_info":{"NIO":1.97,"EVS.SI":0.6,"NIOG":0.6,"09866":1.97,"NIO.SI":1.97}},"isVote":1,"tweetType":1,"viewCount":2887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486229189804224,"gmtCreate":1759737040271,"gmtModify":1759737052386,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"","htmlText":"<a 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腰斩，我真的服了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360267496190064","isVote":1,"tweetType":1,"viewCount":3195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348848942911728,"gmtCreate":1726195542419,"gmtModify":1726195568199,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FRCB\">$FIRST REPUBLIC BANK/CA(FRCB)$&nbsp;</a> 来看看 这被搞得多惨","listText":"<a href=\"https://laohu8.com/S/FRCB\">$FIRST REPUBLIC BANK/CA(FRCB)$&nbsp;</a> 来看看 这被搞得多惨","text":"$FIRST REPUBLIC BANK/CA(FRCB)$ 来看看 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买的和一块买的没区别，一视同仁。"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":681052979,"gmtCreate":1656578124993,"gmtModify":1704865278098,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"180489801557520","idStr":"180489801557520"},"themes":[],"title":"","htmlText":"2022年上半年最适合自己的形容词（亏麻了）2022年，真的是比2021年还惨，一波中概，满盘皆输，中概不能碰，阿里<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>更不能碰，每当看好阿里的时候就开始走下坡路，然后以为是技术面调整，继续加仓拉低平均值，谁知阿里是半山腰，越碰越跌，果断不管，任他去，谁知走了一个接近15年上市时的价格，真让人寒心啊，为什么每次碰阿里都这样，2018年以来起初一直看好阿里，结果一次一次让我痛彻心扉，自此不再碰中概股。其次是<a href=\"https://laohu8.com/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a>航运，为了17美元的股息，直接85.5💲进，结果进去给漂亮国交税了，从此股价跌得刹不住车，直到现在，还继续套，真不知什么时候才能回去之前的价位，如此","listText":"2022年上半年最适合自己的形容词（亏麻了）2022年，真的是比2021年还惨，一波中概，满盘皆输，中概不能碰，阿里<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>更不能碰，每当看好阿里的时候就开始走下坡路，然后以为是技术面调整，继续加仓拉低平均值，谁知阿里是半山腰，越碰越跌，果断不管，任他去，谁知走了一个接近15年上市时的价格，真让人寒心啊，为什么每次碰阿里都这样，2018年以来起初一直看好阿里，结果一次一次让我痛彻心扉，自此不再碰中概股。其次是<a href=\"https://laohu8.com/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a>航运，为了17美元的股息，直接85.5💲进，结果进去给漂亮国交税了，从此股价跌得刹不住车，直到现在，还继续套，真不知什么时候才能回去之前的价位，如此","text":"2022年上半年最适合自己的形容词（亏麻了）2022年，真的是比2021年还惨，一波中概，满盘皆输，中概不能碰，阿里$阿里巴巴(BABA)$更不能碰，每当看好阿里的时候就开始走下坡路，然后以为是技术面调整，继续加仓拉低平均值，谁知阿里是半山腰，越碰越跌，果断不管，任他去，谁知走了一个接近15年上市时的价格，真让人寒心啊，为什么每次碰阿里都这样，2018年以来起初一直看好阿里，结果一次一次让我痛彻心扉，自此不再碰中概股。其次是$ZIM Integrated Shipping Services 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再来说说$Snowflake(SNOW)$这只股票，本来是想赌财报的，在最高点334的时候买入，买了两股第二天就开始下跌，我简直不知道为什么，每次赌财报都跌，所以小弟奉劝虎友们，千万不要赌财报，不然真的是悲大于喜。接下来祝各位买的都涨，直冲云霄。","images":[{"img":"https://static.tigerbbs.com/939c902b6b989307b6e3bb7d5fa4b050","width":"828","height":"1792"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":28,"commentSize":33,"repostSize":1,"link":"https://laohu8.com/post/398740022","isVote":1,"tweetType":1,"viewCount":20800,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"22210640602332","authorId":"22210640602332","name":"虎虎虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"22210640602332","idStr":"22210640602332"},"content":"说明大多数美股已经高估","text":"说明大多数美股已经高估","html":"说明大多数美股已经高估"},{"author":{"id":"3568676663793802","authorId":"3568676663793802","name":"boyzoe","avatar":"https://static.tigerbbs.com/795384497e494f0ef1e31dc8053eb6e0","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3568676663793802","idStr":"3568676663793802"},"content":"你的逻辑不对，财报这种行情都是出来前体现的，业绩好不好市场都知道，等出来了，除非远超预期，不然利好出尽就是利空，当然要跌。","text":"你的逻辑不对，财报这种行情都是出来前体现的，业绩好不好市场都知道，等出来了，除非远超预期，不然利好出尽就是利空，当然要跌。","html":"你的逻辑不对，财报这种行情都是出来前体现的，业绩好不好市场都知道，等出来了，除非远超预期，不然利好出尽就是利空，当然要跌。"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":294797024350440,"gmtCreate":1712985121288,"gmtModify":1713147364950,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"180489801557520","idStr":"180489801557520"},"themes":[],"title":"","htmlText":"2023-至今，同比浮接近200%，每一家看好的公司，都给我深刻的教训，从第一共和银行<a 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被过渡唱空，所有的一切好像都回到了远点，曾经的账户翻倍，到现在的账户腰斩，从没怀疑过自己的眼光，顶多认为自己的运气不好，接下来可能又是 蔚来的至暗时刻。","images":[{"img":"https://static.tigerbbs.com/f32b7d13e063db17be37583b821c1b7a","width":"981","height":"1637"},{"img":"https://static.tigerbbs.com/3b9937d49b33596ed9f59c81a3b13a54","width":"981","height":"1637"},{"img":"https://static.tigerbbs.com/f031a1da67f5490daba4ceb748a3269b","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/294797024350440","isVote":1,"tweetType":1,"viewCount":26774,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559329655819166","authorId":"3559329655819166","name":"能不能别瞎搞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"authorIdStr":"3559329655819166","idStr":"3559329655819166"},"content":"你这种选股还说眼光没问题是挺6的","text":"你这种选股还说眼光没问题是挺6的","html":"你这种选股还说眼光没问题是挺6的"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":931696371,"gmtCreate":1570712484993,"gmtModify":1704721190085,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"180489801557520","idStr":"180489801557520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今天我想来谈谈蔚来汽车，一家中国的新势力造车公司，众所周之，互联网电动汽车是特斯拉开启了一股浓浓的硝烟大战，不是汽车之间的竞争，而是新能源和石油的竞争，自从特斯拉走进公众视野以来，国内一大批新能源造车企业都在后路上，蔚来，小鹏，拜腾等等等，更是有投资者将蔚来比喻为中国版特斯拉，不得不说这是完全错误的，蔚来从创办到上市只用了不到3年时间，而特斯拉用了5年多，蔚来只靠拿来主义就开始造车，而创新能力确实不如特斯拉，众人把蔚来捧得很高，我想说捧得越高摔得越惨。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今天我想来谈谈蔚来汽车，一家中国的新势力造车公司，众所周之，互联网电动汽车是特斯拉开启了一股浓浓的硝烟大战，不是汽车之间的竞争，而是新能源和石油的竞争，自从特斯拉走进公众视野以来，国内一大批新能源造车企业都在后路上，蔚来，小鹏，拜腾等等等，更是有投资者将蔚来比喻为中国版特斯拉，不得不说这是完全错误的，蔚来从创办到上市只用了不到3年时间，而特斯拉用了5年多，蔚来只靠拿来主义就开始造车，而创新能力确实不如特斯拉，众人把蔚来捧得很高，我想说捧得越高摔得越惨。","text":"$蔚来(NIO)$今天我想来谈谈蔚来汽车，一家中国的新势力造车公司，众所周之，互联网电动汽车是特斯拉开启了一股浓浓的硝烟大战，不是汽车之间的竞争，而是新能源和石油的竞争，自从特斯拉走进公众视野以来，国内一大批新能源造车企业都在后路上，蔚来，小鹏，拜腾等等等，更是有投资者将蔚来比喻为中国版特斯拉，不得不说这是完全错误的，蔚来从创办到上市只用了不到3年时间，而特斯拉用了5年多，蔚来只靠拿来主义就开始造车，而创新能力确实不如特斯拉，众人把蔚来捧得很高，我想说捧得越高摔得越惨。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":13,"commentSize":35,"repostSize":0,"link":"https://laohu8.com/post/931696371","isVote":1,"tweetType":1,"viewCount":12196,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495591913993648","authorId":"3495591913993648","name":"KingQ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3495591913993648","idStr":"3495591913993648"},"content":"哈哈，你马上要被一堆LJ围攻了 [可爱]","text":"哈哈，你马上要被一堆LJ围攻了 [可爱]","html":"哈哈，你马上要被一堆LJ围攻了 [可爱]"},{"author":{"id":"3499949666768764","authorId":"3499949666768764","name":"村委主任","avatar":"https://static.tigerbbs.com/d8d2eafe0f508f478eb057c4a0e305d5","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3499949666768764","idStr":"3499949666768764"},"content":"毛说过，没有调查没有发言权。 为什么你们讨论一个自己不了解的东西都可以这样理直气壮？","text":"毛说过，没有调查没有发言权。 为什么你们讨论一个自己不了解的东西都可以这样理直气壮？","html":"毛说过，没有调查没有发言权。 为什么你们讨论一个自己不了解的东西都可以这样理直气壮？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167536161,"gmtCreate":1624276047153,"gmtModify":1624332986917,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"180489801557520","idStr":"180489801557520"},"themes":[],"title":"","htmlText":"这是2020年三月，载入史册的一年，美国股市大跌，历史罕见的几次熔断，都被我遇见了，不过庆幸的是我全都抛了，哈哈哈。当时觉得自己太有先见之明了，那时手上持有<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>，<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>两只票，虽然阿里还属于盈亏（进价太高了），而特斯拉是我做的最好的一股了，进价290，那时涨到700-800多，简直是赚翻了，手上持有5股，直接赚了2-3千美元，然后大家懂的，疫情来了，黑色3月份吧，我有生之年见到的跌得最猛的股市了，巴菲特也感慨自己太年轻。而我足够幸运的见到了这几次熔断，心里感叹机会来了，该赚一笔了。可谁知啊，我抛掉的<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>开始触底反弹了，阿里慢慢的涨到了280左右，而且反弹的速度还挺快的，两只股票最心痛的莫过于<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>了，眼看着跌到350不进，还觉得要跌倒290，结果涨了，一个多星期就涨到650，然后继续涨，继续涨，继续涨，继续涨，居然涨到了3000多，我的乖乖啊，看到这么好的走势我哭了，后来宣布拆股，我的心里好凉啊，原本我可以赚的更多，但我错过了。曾经有一个让我成为十万富翁的机会，但我没有珍惜，如果上天再给我一次机会，我会珍惜，如果非要加上数量，我希望是10000股。也提醒广大股民们，有时候觉得是底了就可以进了，有时候觉得是顶部但不一定是顶部[财迷]&nbsp;[财迷]&nbsp;","listText":"这是2020年三月，载入史册的一年，美国股市大跌，历史罕见的几次熔断，都被我遇见了，不过庆幸的是我全都抛了，哈哈哈。当时觉得自己太有先见之明了，那时手上持有<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>，<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>两只票，虽然阿里还属于盈亏（进价太高了），而特斯拉是我做的最好的一股了，进价290，那时涨到700-800多，简直是赚翻了，手上持有5股，直接赚了2-3千美元，然后大家懂的，疫情来了，黑色3月份吧，我有生之年见到的跌得最猛的股市了，巴菲特也感慨自己太年轻。而我足够幸运的见到了这几次熔断，心里感叹机会来了，该赚一笔了。可谁知啊，我抛掉的<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>开始触底反弹了，阿里慢慢的涨到了280左右，而且反弹的速度还挺快的，两只股票最心痛的莫过于<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>了，眼看着跌到350不进，还觉得要跌倒290，结果涨了，一个多星期就涨到650，然后继续涨，继续涨，继续涨，继续涨，居然涨到了3000多，我的乖乖啊，看到这么好的走势我哭了，后来宣布拆股，我的心里好凉啊，原本我可以赚的更多，但我错过了。曾经有一个让我成为十万富翁的机会，但我没有珍惜，如果上天再给我一次机会，我会珍惜，如果非要加上数量，我希望是10000股。也提醒广大股民们，有时候觉得是底了就可以进了，有时候觉得是顶部但不一定是顶部[财迷]&nbsp;[财迷]&nbsp;","text":"这是2020年三月，载入史册的一年，美国股市大跌，历史罕见的几次熔断，都被我遇见了，不过庆幸的是我全都抛了，哈哈哈。当时觉得自己太有先见之明了，那时手上持有$特斯拉(TSLA)$，$阿里巴巴(BABA)$两只票，虽然阿里还属于盈亏（进价太高了），而特斯拉是我做的最好的一股了，进价290，那时涨到700-800多，简直是赚翻了，手上持有5股，直接赚了2-3千美元，然后大家懂的，疫情来了，黑色3月份吧，我有生之年见到的跌得最猛的股市了，巴菲特也感慨自己太年轻。而我足够幸运的见到了这几次熔断，心里感叹机会来了，该赚一笔了。可谁知啊，我抛掉的$特斯拉(TSLA)$$阿里巴巴(BABA)$开始触底反弹了，阿里慢慢的涨到了280左右，而且反弹的速度还挺快的，两只股票最心痛的莫过于$特斯拉(TSLA)$了，眼看着跌到350不进，还觉得要跌倒290，结果涨了，一个多星期就涨到650，然后继续涨，继续涨，继续涨，继续涨，居然涨到了3000多，我的乖乖啊，看到这么好的走势我哭了，后来宣布拆股，我的心里好凉啊，原本我可以赚的更多，但我错过了。曾经有一个让我成为十万富翁的机会，但我没有珍惜，如果上天再给我一次机会，我会珍惜，如果非要加上数量，我希望是10000股。也提醒广大股民们，有时候觉得是底了就可以进了，有时候觉得是顶部但不一定是顶部[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":41,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/167536161","isVote":1,"tweetType":1,"viewCount":20341,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583746935358002","authorId":"3583746935358002","name":"王小虾0506","avatar":"https://static.tigerbbs.com/c01d2de9f40fd20dc304e10a653933f7","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3583746935358002","idStr":"3583746935358002"},"content":"强东太不给力了，京东物流股票我还以为能翻倍呢。哭死，不是说新手都会赚钱的，妈蛋","text":"强东太不给力了，京东物流股票我还以为能翻倍呢。哭死，不是说新手都会赚钱的，妈蛋","html":"强东太不给力了，京东物流股票我还以为能翻倍呢。哭死，不是说新手都会赚钱的，妈蛋"},{"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"content":"反正都是和你操作相反的","text":"反正都是和你操作相反的","html":"反正都是和你操作相反的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":935359613,"gmtCreate":1573384522832,"gmtModify":1704725935865,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"180489801557520","idStr":"180489801557520"},"themes":[],"title":"","htmlText":"《野狼disco》 信你的话，我想要带你（Tesl）回家，在那个高位呀，哪管它是真是假，请你继续涨呀，我不信它会跌下，你（Tesl）继续上涨吧，让我开心一下，再也不想哭了。（我好看好你的呀，你知道吗）涨归涨，闹归闹，别拿自己开玩笑，左手一个大绿棒，右手霹雳闪跳。哎哟我去，来全场跟我一起抬起头，使劲儿使劲加把油，左手右手往前游，捂住你的脑门儿晃动你的手拐轴，好像有事儿在发愁（还寻思啥呀，还没在跌呢），信你的鬼话，现在刹不住车了，一下就跌回家了，请你继续涨，泡面都吃不起了。","listText":"《野狼disco》 信你的话，我想要带你（Tesl）回家，在那个高位呀，哪管它是真是假，请你继续涨呀，我不信它会跌下，你（Tesl）继续上涨吧，让我开心一下，再也不想哭了。（我好看好你的呀，你知道吗）涨归涨，闹归闹，别拿自己开玩笑，左手一个大绿棒，右手霹雳闪跳。哎哟我去，来全场跟我一起抬起头，使劲儿使劲加把油，左手右手往前游，捂住你的脑门儿晃动你的手拐轴，好像有事儿在发愁（还寻思啥呀，还没在跌呢），信你的鬼话，现在刹不住车了，一下就跌回家了，请你继续涨，泡面都吃不起了。","text":"《野狼disco》 信你的话，我想要带你（Tesl）回家，在那个高位呀，哪管它是真是假，请你继续涨呀，我不信它会跌下，你（Tesl）继续上涨吧，让我开心一下，再也不想哭了。（我好看好你的呀，你知道吗）涨归涨，闹归闹，别拿自己开玩笑，左手一个大绿棒，右手霹雳闪跳。哎哟我去，来全场跟我一起抬起头，使劲儿使劲加把油，左手右手往前游，捂住你的脑门儿晃动你的手拐轴，好像有事儿在发愁（还寻思啥呀，还没在跌呢），信你的鬼话，现在刹不住车了，一下就跌回家了，请你继续涨，泡面都吃不起了。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":25,"repostSize":2,"link":"https://laohu8.com/post/935359613","isVote":1,"tweetType":1,"viewCount":11449,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500185527218436","authorId":"3500185527218436","name":"吴老","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3500185527218436","idStr":"3500185527218436"},"content":"好好好好","text":"好好好好","html":"好好好好"},{"author":{"id":"3446726362009985","authorId":"3446726362009985","name":"偶尔动脑思考","avatar":"https://static.tigerbbs.com/448f5cc78f6b64c9a7c61706cf5573e0","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3446726362009985","idStr":"3446726362009985"},"content":"赞","text":"赞","html":"赞"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605101883,"gmtCreate":1639124365174,"gmtModify":1718117934705,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"180489801557520","idStr":"180489801557520"},"themes":[],"title":"2021投资大复盘","htmlText":"2021投资大复盘。 要说这2021年投资，真的是一波三折，或者是几波几折，2018年正式进入老虎做美股，从第一支阿里巴巴<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>入手就被套了半年，一直到后面一进阿里就亏，到玩阿里期权亏的一塌糊涂，说实在的是真的累，被阿里折磨的已经相当惨烈。 从今年一月到七月，做股票还挣了一些，其中最好的票应该就是特斯拉了，从500多入手一直拿到1000多，算是赚了一倍，其次就是wfc富国银行了，23左右进的，到现在的50左右，其中进行了小幅的减持，当然收获也不少，这可能就是今年唯一赚到的两只票了，其余的我分享一下期权的经历，真的是让我痛哭流涕。 第一次玩期权合约是在八月份左右，买的第一支也是阿里巴巴的看涨期权，第一次没经验，直接就买了五手期权，结果可想而知了，当天晚上一下子就赚了500美金，但是由于自己的贪心和知识经验不足，第二天晚上直接亏回去，而且还被套了200多美金，这就是不懂的代价，完全证实了那句话，只能挣自己认知以内的钱，超过认知以外的钱都会还回去的。好吧，这又是我在阿里上面栽跟头了，后来又做了滴滴的个股和期权，个股直接又是亏了200多美金，期权100以内，又恰逢中概股被血洗，我加仓贝壳，老虎，其中还买了五手老虎的看涨期权，结果可想而知又亏了，哎，中概股变成了中丐股，直接让我一夜回到解放前了，三年的投资心血全废了。后续见mRNA的表现非常出色，又做了五手看涨期权，结果我又血洗出逃了，致此期权我是一分钱没赚到而且还把三年所有赚的都赔进去了，这次的经历让我深有感悟就是不要去碰你认知以外的东西，不然你会输的很惨，希望广大股友们能引以为戒。这就是2021年的投资复盘了。[流泪]&nbsp;[流泪]&nbsp;","listText":"2021投资大复盘。 要说这2021年投资，真的是一波三折，或者是几波几折，2018年正式进入老虎做美股，从第一支阿里巴巴<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>入手就被套了半年，一直到后面一进阿里就亏，到玩阿里期权亏的一塌糊涂，说实在的是真的累，被阿里折磨的已经相当惨烈。 从今年一月到七月，做股票还挣了一些，其中最好的票应该就是特斯拉了，从500多入手一直拿到1000多，算是赚了一倍，其次就是wfc富国银行了，23左右进的，到现在的50左右，其中进行了小幅的减持，当然收获也不少，这可能就是今年唯一赚到的两只票了，其余的我分享一下期权的经历，真的是让我痛哭流涕。 第一次玩期权合约是在八月份左右，买的第一支也是阿里巴巴的看涨期权，第一次没经验，直接就买了五手期权，结果可想而知了，当天晚上一下子就赚了500美金，但是由于自己的贪心和知识经验不足，第二天晚上直接亏回去，而且还被套了200多美金，这就是不懂的代价，完全证实了那句话，只能挣自己认知以内的钱，超过认知以外的钱都会还回去的。好吧，这又是我在阿里上面栽跟头了，后来又做了滴滴的个股和期权，个股直接又是亏了200多美金，期权100以内，又恰逢中概股被血洗，我加仓贝壳，老虎，其中还买了五手老虎的看涨期权，结果可想而知又亏了，哎，中概股变成了中丐股，直接让我一夜回到解放前了，三年的投资心血全废了。后续见mRNA的表现非常出色，又做了五手看涨期权，结果我又血洗出逃了，致此期权我是一分钱没赚到而且还把三年所有赚的都赔进去了，这次的经历让我深有感悟就是不要去碰你认知以外的东西，不然你会输的很惨，希望广大股友们能引以为戒。这就是2021年的投资复盘了。[流泪]&nbsp;[流泪]&nbsp;","text":"2021投资大复盘。 要说这2021年投资，真的是一波三折，或者是几波几折，2018年正式进入老虎做美股，从第一支阿里巴巴$阿里巴巴(BABA)$入手就被套了半年，一直到后面一进阿里就亏，到玩阿里期权亏的一塌糊涂，说实在的是真的累，被阿里折磨的已经相当惨烈。 从今年一月到七月，做股票还挣了一些，其中最好的票应该就是特斯拉了，从500多入手一直拿到1000多，算是赚了一倍，其次就是wfc富国银行了，23左右进的，到现在的50左右，其中进行了小幅的减持，当然收获也不少，这可能就是今年唯一赚到的两只票了，其余的我分享一下期权的经历，真的是让我痛哭流涕。 第一次玩期权合约是在八月份左右，买的第一支也是阿里巴巴的看涨期权，第一次没经验，直接就买了五手期权，结果可想而知了，当天晚上一下子就赚了500美金，但是由于自己的贪心和知识经验不足，第二天晚上直接亏回去，而且还被套了200多美金，这就是不懂的代价，完全证实了那句话，只能挣自己认知以内的钱，超过认知以外的钱都会还回去的。好吧，这又是我在阿里上面栽跟头了，后来又做了滴滴的个股和期权，个股直接又是亏了200多美金，期权100以内，又恰逢中概股被血洗，我加仓贝壳，老虎，其中还买了五手老虎的看涨期权，结果可想而知又亏了，哎，中概股变成了中丐股，直接让我一夜回到解放前了，三年的投资心血全废了。后续见mRNA的表现非常出色，又做了五手看涨期权，结果我又血洗出逃了，致此期权我是一分钱没赚到而且还把三年所有赚的都赔进去了，这次的经历让我深有感悟就是不要去碰你认知以外的东西，不然你会输的很惨，希望广大股友们能引以为戒。这就是2021年的投资复盘了。[流泪] [流泪]","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":4,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/605101883","isVote":1,"tweetType":1,"viewCount":24417,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000316","authorId":"9000000000000316","name":"丹尼尔加","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000316","idStr":"9000000000000316"},"content":"今年的阿里巴巴有点恶心，我现在看见他就想吐，亏得肾虚。","text":"今年的阿里巴巴有点恶心，我现在看见他就想吐，亏得肾虚。","html":"今年的阿里巴巴有点恶心，我现在看见他就想吐，亏得肾虚。"},{"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/d08ad56d0cf912758e58222fffc1f75b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000310","idStr":"9000000000000310"},"content":"同是天涯沦落人，真想喊你一声同志，然后抱头痛哭。","text":"同是天涯沦落人，真想喊你一声同志，然后抱头痛哭。","html":"同是天涯沦落人，真想喊你一声同志，然后抱头痛哭。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684366959,"gmtCreate":1660112809173,"gmtModify":1660170826295,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"180489801557520","idStr":"180489801557520"},"themes":[],"title":"生鲜电商已经走到人走茶凉的一步","htmlText":"从阿里巴巴旗下河马生鲜诞生以来，陆续有几十家生鲜电商公司诞生，曾几何时，生鲜电商红极一时、备受资本青睐，而如今市场已经应证了巴菲特说的那句话：“潮水退后就知道谁在裸泳了”。目前我们已经看到有陆续多的生鲜电商开始节衣缩食，阿里旗下的盒马扩张跑马圈地已经没有曾经的疯狂了，现在更是到了关店裁员的地步。苏宁生鲜、京东flash、永辉、叮咚买菜、每日生鲜等等诸多生鲜电商平台，现在几乎都鸦雀无声了，靠资本运作出来的公司，迟早也要因为资本离去而消亡，把卖菜搬到网上就觉得是一种新消费体系那就大多特错了，菜还是一样的卖，卖菜的本质还是没有变，只是被你们增肌一些中间手段罢了，间接提高消费者支出，压榨老百姓的菜篮子，靠挂上互联网的皮就以为自己成了高科技公司，完全大错特错了，现在市场已经给出了答案，潮水退去，几乎都在裸泳。<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$</a><a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>","listText":"从阿里巴巴旗下河马生鲜诞生以来，陆续有几十家生鲜电商公司诞生，曾几何时，生鲜电商红极一时、备受资本青睐，而如今市场已经应证了巴菲特说的那句话：“潮水退后就知道谁在裸泳了”。目前我们已经看到有陆续多的生鲜电商开始节衣缩食，阿里旗下的盒马扩张跑马圈地已经没有曾经的疯狂了，现在更是到了关店裁员的地步。苏宁生鲜、京东flash、永辉、叮咚买菜、每日生鲜等等诸多生鲜电商平台，现在几乎都鸦雀无声了，靠资本运作出来的公司，迟早也要因为资本离去而消亡，把卖菜搬到网上就觉得是一种新消费体系那就大多特错了，菜还是一样的卖，卖菜的本质还是没有变，只是被你们增肌一些中间手段罢了，间接提高消费者支出，压榨老百姓的菜篮子，靠挂上互联网的皮就以为自己成了高科技公司，完全大错特错了，现在市场已经给出了答案，潮水退去，几乎都在裸泳。<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$</a><a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>","text":"从阿里巴巴旗下河马生鲜诞生以来，陆续有几十家生鲜电商公司诞生，曾几何时，生鲜电商红极一时、备受资本青睐，而如今市场已经应证了巴菲特说的那句话：“潮水退后就知道谁在裸泳了”。目前我们已经看到有陆续多的生鲜电商开始节衣缩食，阿里旗下的盒马扩张跑马圈地已经没有曾经的疯狂了，现在更是到了关店裁员的地步。苏宁生鲜、京东flash、永辉、叮咚买菜、每日生鲜等等诸多生鲜电商平台，现在几乎都鸦雀无声了，靠资本运作出来的公司，迟早也要因为资本离去而消亡，把卖菜搬到网上就觉得是一种新消费体系那就大多特错了，菜还是一样的卖，卖菜的本质还是没有变，只是被你们增肌一些中间手段罢了，间接提高消费者支出，压榨老百姓的菜篮子，靠挂上互联网的皮就以为自己成了高科技公司，完全大错特错了，现在市场已经给出了答案，潮水退去，几乎都在裸泳。$叮咚买菜(DDL)$$每日优鲜(MF)$","images":[{"img":"https://static.tigerbbs.com/f20a0391e8c36a616239b82d30a8230a","width":"4032","height":"3024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":18,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/684366959","isVote":1,"tweetType":1,"viewCount":17262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":948560010,"gmtCreate":1595424150430,"gmtModify":1718117934649,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"180489801557520","idStr":"180489801557520"},"themes":[],"title":"近期不建议投资者进场做多特斯拉","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>经过半年时间，特斯拉已经涨了超过最低价的五倍以上了，总体涨超260%，总体来说股价已经是超额上涨了，在疫情如此严重的情况下一只股票还在这样上涨，除非有过硬的实力或者超出常规车企的营收能力，虽然特斯拉一季度财报盈利，完成超额交付车辆，且超乎市场预期，但是回过头来可以好好看看，目前特斯拉的形势是怎么样的。 在新冠疫情蔓延最大的国家（美国）而且近期社会局势动荡不安的地方，一个公司能有如此好的成绩未免是不是有点不可思议，确实如此。首先特斯拉在1-3月停工几个月，产能还能增加完全是靠上海临港工业区，几乎1-3月的时间特斯拉在美期间有一个月是没有车下线的，还完成了超额交付任务是清理大量库存，二季度的交付能力可以理解为比一季度还要大，但是特斯拉的生产能力可能跟不上交付能力，所以二季度交付数量已经达到极限，生产力也达到极限，加上近期特斯拉穿出弗里蒙特工厂有1300多人感染新冠疫情，所以生产能力肯定受影响。 二季度特斯拉可能盈利，但是秋季特斯拉可能又要回归亏损，短期内特斯拉股价已经超额上涨，目前并没有多大回调幅度，预测该股价将会在近期调整，所以近期不建议投资者进场做多。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>经过半年时间，特斯拉已经涨了超过最低价的五倍以上了，总体涨超260%，总体来说股价已经是超额上涨了，在疫情如此严重的情况下一只股票还在这样上涨，除非有过硬的实力或者超出常规车企的营收能力，虽然特斯拉一季度财报盈利，完成超额交付车辆，且超乎市场预期，但是回过头来可以好好看看，目前特斯拉的形势是怎么样的。 在新冠疫情蔓延最大的国家（美国）而且近期社会局势动荡不安的地方，一个公司能有如此好的成绩未免是不是有点不可思议，确实如此。首先特斯拉在1-3月停工几个月，产能还能增加完全是靠上海临港工业区，几乎1-3月的时间特斯拉在美期间有一个月是没有车下线的，还完成了超额交付任务是清理大量库存，二季度的交付能力可以理解为比一季度还要大，但是特斯拉的生产能力可能跟不上交付能力，所以二季度交付数量已经达到极限，生产力也达到极限，加上近期特斯拉穿出弗里蒙特工厂有1300多人感染新冠疫情，所以生产能力肯定受影响。 二季度特斯拉可能盈利，但是秋季特斯拉可能又要回归亏损，短期内特斯拉股价已经超额上涨，目前并没有多大回调幅度，预测该股价将会在近期调整，所以近期不建议投资者进场做多。","text":"$特斯拉(TSLA)$经过半年时间，特斯拉已经涨了超过最低价的五倍以上了，总体涨超260%，总体来说股价已经是超额上涨了，在疫情如此严重的情况下一只股票还在这样上涨，除非有过硬的实力或者超出常规车企的营收能力，虽然特斯拉一季度财报盈利，完成超额交付车辆，且超乎市场预期，但是回过头来可以好好看看，目前特斯拉的形势是怎么样的。 在新冠疫情蔓延最大的国家（美国）而且近期社会局势动荡不安的地方，一个公司能有如此好的成绩未免是不是有点不可思议，确实如此。首先特斯拉在1-3月停工几个月，产能还能增加完全是靠上海临港工业区，几乎1-3月的时间特斯拉在美期间有一个月是没有车下线的，还完成了超额交付任务是清理大量库存，二季度的交付能力可以理解为比一季度还要大，但是特斯拉的生产能力可能跟不上交付能力，所以二季度交付数量已经达到极限，生产力也达到极限，加上近期特斯拉穿出弗里蒙特工厂有1300多人感染新冠疫情，所以生产能力肯定受影响。 二季度特斯拉可能盈利，但是秋季特斯拉可能又要回归亏损，短期内特斯拉股价已经超额上涨，目前并没有多大回调幅度，预测该股价将会在近期调整，所以近期不建议投资者进场做多。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":14,"commentSize":6,"repostSize":4,"link":"https://laohu8.com/post/948560010","isVote":1,"tweetType":1,"viewCount":18751,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501298262034857","authorId":"3501298262034857","name":"富哥only","avatar":"https://static.tigerbbs.com/f3ccc47bd85c265c1ceb7567a6a16197","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3501298262034857","idStr":"3501298262034857"},"content":"你说不看好就不看好啊，麻痹兄弟们快进去接盘啊。1600了。过几天上2000了。杀呀。我450的本还没卖呢，让股价推高点","text":"你说不看好就不看好啊，麻痹兄弟们快进去接盘啊。1600了。过几天上2000了。杀呀。我450的本还没卖呢，让股价推高点","html":"你说不看好就不看好啊，麻痹兄弟们快进去接盘啊。1600了。过几天上2000了。杀呀。我450的本还没卖呢，让股价推高点"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}