Nicallo的个人主页 - 老虎社区

Nicallo

Nicallo

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03-10 23:30

$蔚来(NIO)$ 【重仓发声】蔚来盈利拐点已至！2026年翻倍的核心逻辑（真金白银重仓老散原创，全是官方实锤，3分钟看完，无虚标无吹票）兄弟们，持仓蔚来的日子，谁没被市场的偏见气过？外面天天骂换电无底洞、三品牌内耗、没竞争力，但我敢说：2026年的蔚来，不是会不会盈利，是利润会爆发到什么程度，现在的估值完全是白给。一、推翻市场3个最致命的偏见，全是实锤 1. 偏见1：换电是吞金兽，永远赚不到钱实锤直接打穿：五代站建设成本降33%、运维成本降30%，单站盈亏平衡点从日均60次换电，直接降到日均45次。而2026年初，蔚来全网站点日均换电已达60-70次，运营超1年的成熟站点日均超80次，90%的换电站已经实现单站盈利。低端车走量会进一步拉满换电频次，换电的边际成本几乎为0，之前铺的是护城河，现在该收过路费了。 2. 偏见2：三品牌只会内耗，抢主品牌客户之前L90销量崩盘，根本不是智驾短板，是和ES8定位重叠、BaaS后差价太小，用户宁愿加10万上高端蔚来，完全是定价错位导致的内耗。现在这个问题已经彻底解决：L90改款降价到19.98万起，BaaS后13.98万，和ES8拉开16万的安全差价，内耗直接清零，反而形成「入门家庭六座-高端豪华六座」的组合，一起抢理想、问界的客户。核心逻辑：乐道/萤火虫从来不是赚单车毛利，是用低毛利高走量，平摊研发、换电站的巨额固定成本，卖得越多，高端车的毛利越能直接变成纯利润。 3. 偏见3：蔚来在红海没竞争力，打不过比亚迪特斯拉我就问一句：国内能做出「大六座+超大前备箱」的纯电车型，除了

2023-10-27

美联储：要是真实的，怎么加息，怎么割韭菜

“木头姐”称美国政府的经济数据失真，马斯克回应

2023-07-12

$禾赛(HSAI)$ 咱就说，十年之后，激光雷达会不会是国家强制标准[白眼] 这玩意儿成本十年后说不定就500块一个，每辆车一个不过分吧。现在禾赛小型雷达et25出来了，明年大规模装车，其他厂家还没有类似的产品。等到上市的话股价肯定起飞了。现在股价还在洼地。

2023-04-05

谷歌才超这么点，分分钟被英伟达秒了

开盘 | 美股低开，谷歌、英伟达走势分化

2022-08-09

$大健云仓(GCT)$[财迷] [财迷] [财迷]

2021-09-20

$涂鸦智能(TUYA)$说好的回购呢？？管理层在放屁？

2021-09-09

回复 @meowmeowme:当时2块我想借两百万买，差点被我爸打 [笑哭]第一目标十倍//@meowmeowme:$AMD(AMD)$在3刀时看着它，但是没出手。也就2016-17的事。现在每每想起极郁闷。

@小虎活动:【9.9韭菜节】聊聊自己最后悔的一笔交易

2021-08-20

你测算的很不准确，首先利润受税收影响打9折，然后共同富裕打8折，反垄断打8折，剩下57.6%的利润，也就是说20倍市盈率真实是34.7倍。。。还未到底部

@搏尽佢啦:2021年的FLAG，现在，就是底部!

2021-08-20

$RLX科技(RLX)$ 手里这么多现金却不回购，说明股价还是太高了

2021-08-13

跌成这样成交量都没放大$Oramed Pharmaceuticals Inc.(ORMP)$

2021-08-06

$瑞幸咖啡(LKNCY)$求你了，跌一下让我多买点

2021-08-04

$李宁(02331)$ 全是做短线的，等下砸的你爹妈都不认识

2021-08-02

$Oramed Pharmaceuticals Inc.(ORMP)$小公司请了个大佬做商务官，还不懂吗

2021-07-27

+1

@石头:什么情况下需要割肉，什么情况下可以死抗？

2021-07-27

啥也别说，问就是抄在底部

2021-07-22

$法拉第未来(FFIE)$就这？

2021-07-22

$协鑫新能源(00451)$嘻嘻

2021-07-22

$恒大汽车(00708)$继续涨，我等着做空

2021-07-22

$新天绿色能源(00956)$H股明显低估，为什么不回购

2021-07-21

$老虎证券(TIGR)$食言了

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>【重仓发声】蔚来盈利拐点已至！2026年翻倍的核心逻辑 &nbsp; （真金白银重仓老散原创，全是官方实锤，3分钟看完，无虚标无吹票） &nbsp; 兄弟们，持仓蔚来的日子，谁没被市场的偏见气过？外面天天骂换电无底洞、三品牌内耗、没竞争力，但我敢说：2026年的蔚来，不是会不会盈利，是利润会爆发到什么程度，现在的估值完全是白给。 &nbsp; &nbsp; &nbsp; 一、推翻市场3个最致命的偏见，全是实锤 &nbsp; 1. 偏见1：换电是吞金兽，永远赚不到钱 &nbsp; 实锤直接打穿：五代站建设成本降33%、运维成本降30%，单站盈亏平衡点从日均60次换电，直接降到日均45次。 而2026年初，蔚来全网站点日均换电已达60-70次，运营超1年的成熟站点日均超80次，90%的换电站已经实现单站盈利。 低端车走量会进一步拉满换电频次，换电的边际成本几乎为0，之前铺的是护城河，现在该收过路费了。 &nbsp; 2. 偏见2：三品牌只会内耗，抢主品牌客户 &nbsp; 之前L90销量崩盘，根本不是智驾短板，是和ES8定位重叠、BaaS后差价太小，用户宁愿加10万上高端蔚来，完全是定价错位导致的内耗。 现在这个问题已经彻底解决：L90改款降价到19.98万起，BaaS后13.98万，和ES8拉开16万的安全差价，内耗直接清零，反而形成「入门家庭六座-高端豪华六座」的组合，一起抢理想、问界的客户。 核心逻辑：乐道/萤火虫从来不是赚单车毛利，是用低毛利高走量，平摊研发、换电站的巨额固定成本，卖得越多，高端车的毛利越能直接变成纯利润。 &nbsp; 3. 偏见3：蔚来在红海没竞争力，打不过比亚迪特斯拉 &nbsp; 我就问一句：国内能做出「大六座+超大前备箱」的纯电车型，除了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>【重仓发声】蔚来盈利拐点已至！2026年翻倍的核心逻辑 &nbsp; （真金白银重仓老散原创，全是官方实锤，3分钟看完，无虚标无吹票） &nbsp; 兄弟们，持仓蔚来的日子，谁没被市场的偏见气过？外面天天骂换电无底洞、三品牌内耗、没竞争力，但我敢说：2026年的蔚来，不是会不会盈利，是利润会爆发到什么程度，现在的估值完全是白给。 &nbsp; &nbsp; &nbsp; 一、推翻市场3个最致命的偏见，全是实锤 &nbsp; 1. 偏见1：换电是吞金兽，永远赚不到钱 &nbsp; 实锤直接打穿：五代站建设成本降33%、运维成本降30%，单站盈亏平衡点从日均60次换电，直接降到日均45次。 而2026年初，蔚来全网站点日均换电已达60-70次，运营超1年的成熟站点日均超80次，90%的换电站已经实现单站盈利。 低端车走量会进一步拉满换电频次，换电的边际成本几乎为0，之前铺的是护城河，现在该收过路费了。 &nbsp; 2. 偏见2：三品牌只会内耗，抢主品牌客户 &nbsp; 之前L90销量崩盘，根本不是智驾短板，是和ES8定位重叠、BaaS后差价太小，用户宁愿加10万上高端蔚来，完全是定价错位导致的内耗。 现在这个问题已经彻底解决：L90改款降价到19.98万起，BaaS后13.98万，和ES8拉开16万的安全差价，内耗直接清零，反而形成「入门家庭六座-高端豪华六座」的组合，一起抢理想、问界的客户。 核心逻辑：乐道/萤火虫从来不是赚单车毛利，是用低毛利高走量，平摊研发、换电站的巨额固定成本，卖得越多，高端车的毛利越能直接变成纯利润。 &nbsp; 3. 偏见3：蔚来在红海没竞争力，打不过比亚迪特斯拉 &nbsp; 我就问一句：国内能做出「大六座+超大前备箱」的纯电车型，除了","text":"$蔚来(NIO)$ 【重仓发声】蔚来盈利拐点已至！2026年翻倍的核心逻辑 （真金白银重仓老散原创，全是官方实锤，3分钟看完，无虚标无吹票） 兄弟们，持仓蔚来的日子，谁没被市场的偏见气过？外面天天骂换电无底洞、三品牌内耗、没竞争力，但我敢说：2026年的蔚来，不是会不会盈利，是利润会爆发到什么程度，现在的估值完全是白给。 一、推翻市场3个最致命的偏见，全是实锤 1. 偏见1：换电是吞金兽，永远赚不到钱 实锤直接打穿：五代站建设成本降33%、运维成本降30%，单站盈亏平衡点从日均60次换电，直接降到日均45次。 而2026年初，蔚来全网站点日均换电已达60-70次，运营超1年的成熟站点日均超80次，90%的换电站已经实现单站盈利。 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16:00","market":"us","language":"zh","title":"“木头姐”称美国政府的经济数据失真，马斯克回应","url":"https://stock-news.laohu8.com/highlight/detail?id=1167216061","media":"老虎资讯综合","summary":"马斯克此前还表示，如果美联储继续加息，美国经济将经历“严重衰退”。","content":"<html><head></head><body><p>“木头姐”Cathie Wood在社交媒体平台“X”上表示，美国政府统计数据似乎并没有反映出经济的疲软程度。许多公司都公布了令人震惊的疲软收入。联合包裹(UPS.N)目前在美国的快递量增长不如2007-2009年。在连跌近两年之后，上个季度又下跌了约11%。马斯克回应称：“有意思”。</p><p>马斯克曾表示，与美联储相比，他拥有的数据才是反映经济形势的实时状况，这让他能更好地了解了当下经济领域真正在发生的事情。马斯克此前还表示，如果美联储继续加息，美国经济将经历“严重衰退”。</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>“木头姐”称美国政府的经济数据失真，马斯克回应</title>\n<style 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Wood在社交媒体平台“X”上表示，美国政府统计数据似乎并没有反映出经济的疲软程度。许多公司都公布了令人震惊的疲软收入。联合包裹(UPS.N)目前在美国的快递量增长不如2007-2009年。在连跌近两年之后，上个季度又下跌了约11%。马斯克回应称：“有意思”。</p><p>马斯克曾表示，与美联储相比，他拥有的数据才是反映经济形势的实时状况，这让他能更好地了解了当下经济领域真正在发生的事情。马斯克此前还表示，如果美联储继续加息，美国经济将经历“严重衰退”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167216061","content_text":"“木头姐”Cathie Wood在社交媒体平台“X”上表示，美国政府统计数据似乎并没有反映出经济的疲软程度。许多公司都公布了令人震惊的疲软收入。联合包裹(UPS.N)目前在美国的快递量增长不如2007-2009年。在连跌近两年之后，上个季度又下跌了约11%。马斯克回应称：“有意思”。马斯克曾表示，与美联储相比，他拥有的数据才是反映经济形势的实时状况，这让他能更好地了解了当下经济领域真正在发生的事情。马斯克此前还表示，如果美联储继续加息，美国经济将经历“严重衰退”。","news_type":1,"symbols_score_info":{".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":2804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197135092731928,"gmtCreate":1689158501919,"gmtModify":1689158504786,"author":{"id":"341759686561230","authorId":"341759686561230","name":"Nicallo","avatar":"https://static.tigerbbs.com/dd85bbed2ae8557d46048eb0bed671dc","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"341759686561230","idStr":"341759686561230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$ &nbsp;</a>咱就说，十年之后，激光雷达会不会是国家强制标准[白眼]&nbsp;这玩意儿成本十年后说不定就500块一个，每辆车一个不过分吧。 现在禾赛小型雷达et25出来了，明年大规模装车，其他厂家还没有类似的产品。等到上市的话股价肯定起飞了。现在股价还在洼地。","listText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$ &nbsp;</a>咱就说，十年之后，激光雷达会不会是国家强制标准[白眼]&nbsp;这玩意儿成本十年后说不定就500块一个，每辆车一个不过分吧。 现在禾赛小型雷达et25出来了，明年大规模装车，其他厂家还没有类似的产品。等到上市的话股价肯定起飞了。现在股价还在洼地。","text":"$禾赛(HSAI)$ 咱就说，十年之后，激光雷达会不会是国家强制标准[白眼] 这玩意儿成本十年后说不定就500块一个，每辆车一个不过分吧。 现在禾赛小型雷达et25出来了，明年大规模装车，其他厂家还没有类似的产品。等到上市的话股价肯定起飞了。现在股价还在洼地。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197135092731928","isVote":1,"tweetType":1,"viewCount":4762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653808413,"gmtCreate":1680704412432,"gmtModify":1680704414297,"author":{"id":"341759686561230","authorId":"341759686561230","name":"Nicallo","avatar":"https://static.tigerbbs.com/dd85bbed2ae8557d46048eb0bed671dc","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"341759686561230","idStr":"341759686561230"},"themes":[],"htmlText":"谷歌才超这么点，分分钟被英伟达秒了","listText":"谷歌才超这么点，分分钟被英伟达秒了","text":"谷歌才超这么点，分分钟被英伟达秒了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653808413","repostId":"1114067489","repostType":2,"repost":{"id":"1114067489","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":1680701385,"share":"https://www.laohu8.com/m/news/1114067489?lang=zh_CN&edition=full","pubTime":"2023-04-05 21:29","market":"us","language":"zh","title":"开盘 | 美股低开，谷歌、英伟达走势分化","url":"https://stock-news.laohu8.com/highlight/detail?id=1114067489","media":"老虎资讯综合","summary":"道琼斯指数开盘下跌3.64点，跌幅0.01%，报33398.74点。","content":"<html><head></head><body><p>4月5日周三，道琼斯指数开盘下跌3.64点，跌幅0.01%，报33398.74点；标普500指数开盘下跌9.50点，跌幅0.23%，报4091.10点；纳斯达克综合指数开盘下跌42.26点，跌幅0.35%，报12084.07点。</p><p>宏观面上，<strong>美国3月ADP就业人数增加14.5万，低于预期</strong>，但前值从24.2万上修至26.1万；<strong>美联储梅斯特表示，预计利率将“略提高”，然后保持不变。</strong>现在判断美联储是否会在5月份加息还为时过早；俄罗斯总统普京直言，美俄关系陷入严重危机。</p><p>热门中概股普跌，BOSS直聘、满帮跌超4%，万国数据、爱奇艺、新东方、蔚来跌超3%，阿里巴巴、京东跌超1%。</p><p>谷歌盘初涨超1%，英伟达跌2%，<strong>谷歌首次公布了自家AI超算的细节——性能相较上代v3提升10倍，比A100强1.7倍。谷歌称其AI超级计算机比英伟达A100更快、更环保。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/078a4c6498ee9f5efb36fc3e8e32f8e9\" title=\"\" tg-width=\"449\" tg-height=\"103\"/></p><p>C3.ai跌超3%，该股隔夜收跌26.34%。市场认为诱发美国AI概念股暴跌的主要因素有两个，<strong>一个是一份做空C3.ai的报告出炉，另一个则是在欧洲之后，美国可能也会对AI产业开始强监管。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3970eebf98ad6de017acff9adc26565\" title=\"\" tg-width=\"449\" tg-height=\"107\"/></p><p>强生涨3.2%，子公司LTL Management LLC已重新申请自愿破产保护，以寻求就89亿美元的滑石粉诉讼达成和解。</p><p>联邦快递涨2.45%，此前宣布运营公司完全整合计划，同时并宣布将股息上调10%。</p><p>地区性银行股走低，阿莱恩斯西部银行跌超9%，西太平洋合众银行跌超5%，Silvergate跌近3%，第一共和银行跌超2%。</p><p>维珍轨道今日续跌超7%，周二该股下跌23%。公司已在美国申请破产保护。</p><p>美国雅保跌超5%，此前美银将其评级下调至跑输大市。</p><p>美股充电桩板块走低，EVGO跌超4%，Chargepoint跌超3%，Blink Charging跌超2%。根据电动车研究公司EVAdoption的数据，今年第一季度，特斯拉在美国设置了1292个充电桩，占据了最大的市场份额，安装量是EVGO的5倍多。</p><p>新能源车板块走低，法拉第未来跌超4%，Nikola跌超3%，蔚来、特斯拉、理想汽车、小鹏汽车跌超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3368c805ea6b6d8b2efe77973fc6c0f\" title=\"\" tg-width=\"449\" tg-height=\"102\"/></p><p></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\" 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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\">2023-04-05 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月5日周三，道琼斯指数开盘下跌3.64点，跌幅0.01%，报33398.74点；标普500指数开盘下跌9.50点，跌幅0.23%，报4091.10点；纳斯达克综合指数开盘下跌42.26点，跌幅0.35%，报12084.07点。</p><p>宏观面上，<strong>美国3月ADP就业人数增加14.5万，低于预期</strong>，但前值从24.2万上修至26.1万；<strong>美联储梅斯特表示，预计利率将“略提高”，然后保持不变。</strong>现在判断美联储是否会在5月份加息还为时过早；俄罗斯总统普京直言，美俄关系陷入严重危机。</p><p>热门中概股普跌，BOSS直聘、满帮跌超4%，万国数据、爱奇艺、新东方、蔚来跌超3%，阿里巴巴、京东跌超1%。</p><p>谷歌盘初涨超1%，英伟达跌2%，<strong>谷歌首次公布了自家AI超算的细节——性能相较上代v3提升10倍，比A100强1.7倍。谷歌称其AI超级计算机比英伟达A100更快、更环保。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/078a4c6498ee9f5efb36fc3e8e32f8e9\" title=\"\" tg-width=\"449\" tg-height=\"103\"/></p><p>C3.ai跌超3%，该股隔夜收跌26.34%。市场认为诱发美国AI概念股暴跌的主要因素有两个，<strong>一个是一份做空C3.ai的报告出炉，另一个则是在欧洲之后，美国可能也会对AI产业开始强监管。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3970eebf98ad6de017acff9adc26565\" title=\"\" tg-width=\"449\" tg-height=\"107\"/></p><p>强生涨3.2%，子公司LTL Management LLC已重新申请自愿破产保护，以寻求就89亿美元的滑石粉诉讼达成和解。</p><p>联邦快递涨2.45%，此前宣布运营公司完全整合计划，同时并宣布将股息上调10%。</p><p>地区性银行股走低，阿莱恩斯西部银行跌超9%，西太平洋合众银行跌超5%，Silvergate跌近3%，第一共和银行跌超2%。</p><p>维珍轨道今日续跌超7%，周二该股下跌23%。公司已在美国申请破产保护。</p><p>美国雅保跌超5%，此前美银将其评级下调至跑输大市。</p><p>美股充电桩板块走低，EVGO跌超4%，Chargepoint跌超3%，Blink Charging跌超2%。根据电动车研究公司EVAdoption的数据，今年第一季度，特斯拉在美国设置了1292个充电桩，占据了最大的市场份额，安装量是EVGO的5倍多。</p><p>新能源车板块走低，法拉第未来跌超4%，Nikola跌超3%，蔚来、特斯拉、理想汽车、小鹏汽车跌超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3368c805ea6b6d8b2efe77973fc6c0f\" title=\"\" tg-width=\"449\" tg-height=\"102\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114067489","content_text":"4月5日周三，道琼斯指数开盘下跌3.64点，跌幅0.01%，报33398.74点；标普500指数开盘下跌9.50点，跌幅0.23%，报4091.10点；纳斯达克综合指数开盘下跌42.26点，跌幅0.35%，报12084.07点。宏观面上，美国3月ADP就业人数增加14.5万，低于预期，但前值从24.2万上修至26.1万；美联储梅斯特表示，预计利率将“略提高”，然后保持不变。现在判断美联储是否会在5月份加息还为时过早；俄罗斯总统普京直言，美俄关系陷入严重危机。热门中概股普跌，BOSS直聘、满帮跌超4%，万国数据、爱奇艺、新东方、蔚来跌超3%，阿里巴巴、京东跌超1%。谷歌盘初涨超1%，英伟达跌2%，谷歌首次公布了自家AI超算的细节——性能相较上代v3提升10倍，比A100强1.7倍。谷歌称其AI超级计算机比英伟达A100更快、更环保。C3.ai跌超3%，该股隔夜收跌26.34%。市场认为诱发美国AI概念股暴跌的主要因素有两个，一个是一份做空C3.ai的报告出炉，另一个则是在欧洲之后，美国可能也会对AI产业开始强监管。强生涨3.2%，子公司LTL Management LLC已重新申请自愿破产保护，以寻求就89亿美元的滑石粉诉讼达成和解。联邦快递涨2.45%，此前宣布运营公司完全整合计划，同时并宣布将股息上调10%。地区性银行股走低，阿莱恩斯西部银行跌超9%，西太平洋合众银行跌超5%，Silvergate跌近3%，第一共和银行跌超2%。维珍轨道今日续跌超7%，周二该股下跌23%。公司已在美国申请破产保护。美国雅保跌超5%，此前美银将其评级下调至跑输大市。美股充电桩板块走低，EVGO跌超4%，Chargepoint跌超3%，Blink Charging跌超2%。根据电动车研究公司EVAdoption的数据，今年第一季度，特斯拉在美国设置了1292个充电桩，占据了最大的市场份额，安装量是EVGO的5倍多。新能源车板块走低，法拉第未来跌超4%，Nikola跌超3%，蔚来、特斯拉、理想汽车、小鹏汽车跌超2%。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684032963,"gmtCreate":1659982189057,"gmtModify":1659982189057,"author":{"id":"341759686561230","authorId":"341759686561230","name":"Nicallo","avatar":"https://static.tigerbbs.com/dd85bbed2ae8557d46048eb0bed671dc","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"341759686561230","idStr":"341759686561230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GCT\">$大健云仓(GCT)$</a>[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/GCT\">$大健云仓(GCT)$</a>[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"$大健云仓(GCT)$[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684032963","isVote":1,"tweetType":1,"viewCount":3401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860123425,"gmtCreate":1632146980867,"gmtModify":1632191477901,"author":{"id":"341759686561230","authorId":"341759686561230","name":"Nicallo","avatar":"https://static.tigerbbs.com/dd85bbed2ae8557d46048eb0bed671dc","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"341759686561230","idStr":"341759686561230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$</a>说好的回购呢？？管理层在放屁？","listText":"<a href=\"https://laohu8.com/S/TUYA\">$涂鸦智能(TUYA)$</a>说好的回购呢？？管理层在放屁？","text":"$涂鸦智能(TUYA)$说好的回购呢？？管理层在放屁？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/860123425","isVote":1,"tweetType":1,"viewCount":7074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889443623,"gmtCreate":1631173931362,"gmtModify":1631173931362,"author":{"id":"341759686561230","authorId":"341759686561230","name":"Nicallo","avatar":"https://static.tigerbbs.com/dd85bbed2ae8557d46048eb0bed671dc","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"341759686561230","idStr":"341759686561230"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3572057948118382\">@meowmeowme</a>:当时2块我想借两百万买，差点被我爸打 [笑哭]第一目标十倍//<a href=\"https://laohu8.com/U/3572057948118382\">@meowmeowme</a>:<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>在3刀时看着它，但是没出手。也就2016-17的事。现在每每想起极郁闷。","listText":"回复 <a href=\"https://laohu8.com/U/3572057948118382\">@meowmeowme</a>:当时2块我想借两百万买，差点被我爸打 [笑哭]第一目标十倍//<a href=\"https://laohu8.com/U/3572057948118382\">@meowmeowme</a>:<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>在3刀时看着它，但是没出手。也就2016-17的事。现在每每想起极郁闷。","text":"回复 @meowmeowme:当时2块我想借两百万买，差点被我爸打 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和","images":[{"img":"https://static.tigerbbs.com/ee0b3e4ba8572e9771c2ea873ccf0d19","width":"250","height":"140"},{"img":"https://static.tigerbbs.com/b6be878fecc2266bc81572c2ecb39042","width":"304","height":"200"},{"img":"https://static.tigerbbs.com/da354619c86ac2b8be69ca757d1a1371","width":"227","height":"227"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889419242","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836185647,"gmtCreate":1629465305189,"gmtModify":1629465305189,"author":{"id":"341759686561230","authorId":"341759686561230","name":"Nicallo","avatar":"https://static.tigerbbs.com/dd85bbed2ae8557d46048eb0bed671dc","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"341759686561230","idStr":"341759686561230"},"themes":[],"htmlText":"你测算的很不准确，首先利润受税收影响打9折，然后共同富裕打8折，反垄断打8折，剩下57.6%的利润，也就是说20倍市盈率真实是34.7倍。。。还未到底部","listText":"你测算的很不准确，首先利润受税收影响打9折，然后共同富裕打8折，反垄断打8折，剩下57.6%的利润，也就是说20倍市盈率真实是34.7倍。。。还未到底部","text":"你测算的很不准确，首先利润受税收影响打9折，然后共同富裕打8折，反垄断打8折，剩下57.6%的利润，也就是说20倍市盈率真实是34.7倍。。。还未到底部","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836185647","repostId":"836905595","repostType":1,"repost":{"id":836905595,"gmtCreate":1629443686217,"gmtModify":1629445674142,"author":{"id":"4091087146143990","authorId":"4091087146143990","name":"搏尽佢啦","avatar":"https://static.tigerbbs.com/2bd6966628936973d5e83afb86702966","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091087146143990","idStr":"4091087146143990"},"themes":[],"title":"2021年的FLAG，现在，就是底部!","htmlText":"市场情绪永远都会过份放大，在牛市时60倍的PE可以接受，在跌到20PE时，整体个股基本面没有变化的背景下却很怕，这和市场”信心”有关系，信心在股市里是一个很特别存在的”力量”，影响他的大部分是政策相关的解读，当然这也和技术面有极大的关系，就象在牛市里任何利空都不是事，任何小利好都会反放大，在下趺趋势的熊市时也同一个道理，任何利好都看不见只会把小利空一直放大，因为...怕。 在牛市时怕不买会继续涨，看到北水说港股便宜，买买买，顶部 ; 在熊市时怕买了继续趺，看到北水天天卖，卖卖卖，底部。 股市向来都是个物极必反的市场，现在站了2两边的人，一边是觉得没了，要跌死了;一边是觉得，嗯是底了。我相信理性的人相对多一些，但这班理性的人也会因为市场的不理性而变得不理性，从而为了避免剧烈波动而先卖出回避(当然这批人是左侧炒底的为主 )，这做法没有错，但也不一定是”对”，这要看你本身是正股还是杆杠，后者肯定要先止的。 因为左侧底部的特征不多，包括放量，波动大，政策落地等等，想又确定性高又空间大那是不可能的，确定性高了人家早就买了进去，市场永远都是这个定律，所以不管你看哪一方，都没问题，而我今天只想说说我的”客观看法”，再说我的”主观”结论。在说之前可能需要镇一镇楼，拿出2020年3月底部的贴子重温一下，让不认识我的人知道我不是新手乱吹，以免有些因为输了钱心情不好的投资者有过份激动的言论。 以700为例 首先我们知道这一波下趺是因为科技股被打压，科技股从2.3月开始受了3波的影响，第一是无风险利率上涨的影响，在高估值的背景下回吐，我是觉得挺无理的光因为无风险利率，但估值过高被回吐很正常，而这个无风险利率在DCF的计算下会带来多少的减值?? 我没算但大概也就10%以下，不会超这数字。 无风险利率的上派会影响基本面吗??不会。 到第2波，是反垄断罚款，连续3年百分之5%营收的罚款，阿里巴巴先罚，再","listText":"市场情绪永远都会过份放大，在牛市时60倍的PE可以接受，在跌到20PE时，整体个股基本面没有变化的背景下却很怕，这和市场”信心”有关系，信心在股市里是一个很特别存在的”力量”，影响他的大部分是政策相关的解读，当然这也和技术面有极大的关系，就象在牛市里任何利空都不是事，任何小利好都会反放大，在下趺趋势的熊市时也同一个道理，任何利好都看不见只会把小利空一直放大，因为...怕。 在牛市时怕不买会继续涨，看到北水说港股便宜，买买买，顶部 ; 在熊市时怕买了继续趺，看到北水天天卖，卖卖卖，底部。 股市向来都是个物极必反的市场，现在站了2两边的人，一边是觉得没了，要跌死了;一边是觉得，嗯是底了。我相信理性的人相对多一些，但这班理性的人也会因为市场的不理性而变得不理性，从而为了避免剧烈波动而先卖出回避(当然这批人是左侧炒底的为主 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