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只买信仰股

只买信仰股

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只买信仰股

01-30 08:45

$蔚来(NIO)$ 世界模型2.0的发布，代表蔚来进入AI估值时刻，千亿美金市值不是梦[开心]

只买信仰股

01-29

$蔚来(NIO)$ 各位，把票票拿稳了，这个狗庄一年一个波

只买信仰股

01-29

$鸣鸣很忙(01768)$ 一个零食特卖连锁有啥核心竞争力吗[笑哭] [笑哭] [笑哭]

只买信仰股

01-22

说说你对这篇新闻的看法...

AppLovin回应Capitalwatch做空报告：坚决驳斥所有指控

只买信仰股

01-19

$蔚来(NIO)$ [可爱] [可爱] [可爱] 做基金经理真难呀

@国际投行研究报告:华宝基金跑输惹怒基民！挂“纳斯达克”头衔，却重仓亏损的蔚来

只买信仰股

01-15

$蔚来(NIO)$ 赶紧跌到4美金[贱笑] 26年翻倍计划只要到8美金就达标了。

只买信仰股

01-10

$蔚来(NIO)$ 今天的$蔚来(NIO)$ 就是23年的$小米集团-W(01810)$ 24年的$小鹏汽车(XPEV)$ 耐心等待就是最好的策略

只买信仰股

01-05

$蔚来(NIO)$ 跌多点，我还有半仓子弹等着补仓[丢脸] [丢脸] [丢脸]

只买信仰股

2025-12-31

$蔚来(NIO)$ 一点儿也不慌[傲娇] 26 年必翻倍

只买信仰股

2025-12-30

$蔚来(NIO)$ 这个狗庄拉得还挺猛的[白眼]

只买信仰股

2025-12-29

你说得对，做空了吗

只买信仰股

2025-12-24

$蔚来(NIO)$ 快横盘一个月了[抠鼻]

只买信仰股

2025-12-05

$蔚来(NIO)$ 这是主力来了吗[眼眼] [眼眼] [眼眼]

只买信仰股

2025-12-04

【投票贴】$蔚来(NIO)$ 12月4日涨跌投票

只买信仰股

2025-12-04

现金流转正了 3季度账上多了100亿

只买信仰股

2025-12-03

$蔚来(NIO)$ 看样子是不砸到3块不罢休啊[喷血] [喷血] [喷血] 明年再拉个翻倍行情

只买信仰股

2025-12-03

$蔚来(NIO)$ 拿得住的拿拿不住的撤反正明年还是翻倍的行情看看前几年的波形这个主力玩得很6

只买信仰股

2025-12-03

跌到底明年还是翻倍行情这个主力玩得很 6 了

只买信仰股

2025-12-02

$蔚来(NIO)$ 利空太多，清仓了，保住6万利润[捂脸] ，跌到4块以下再来建仓[喷血] [喷血] [喷血]

只买信仰股

2025-12-02

$蔚来(NIO)$ 小日本升息[喷血] [喷血] [喷血]

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各位，把票票拿稳了，这个狗庄一年一个波","images":[{"img":"https://static.tigerbbs.com/bea58b502f04adeb49d3e4d98f00eb70","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526984348537320","isVote":1,"tweetType":1,"viewCount":3315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":527043728290336,"gmtCreate":1769650861246,"gmtModify":1769650863180,"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.tigerbbs.com/6ee74a010c0dd3e10097f3ecd2b5a827","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01768\">$鸣鸣很忙(01768)$</a> 一个零食特卖连锁有啥核心竞争力吗[笑哭]&nbsp; [笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01768\">$鸣鸣很忙(01768)$</a> 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[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527043728290336","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524480382734648,"gmtCreate":1769073649861,"gmtModify":1769073654651,"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.tigerbbs.com/6ee74a010c0dd3e10097f3ecd2b5a827","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[{"img":"https://static.tigerbbs.com/d419d29786c92e6159f702b0d81bb676"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524480382734648","repostId":"1120543942","repostType":2,"repost":{"id":"1120543942","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":1769063553,"share":"https://www.laohu8.com/m/news/1120543942?lang=zh_CN&edition=full","pubTime":"2026-01-22 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justify;\">AppLovin运营的是一个高度合规且高度透明的广告平台，并始终坚持严格的财务合规标准。在平台治理方面，我们通过多重、交叉验证的审核与风控机制，对广告主和开发者进行严格审核，包括KYC（客户身份识别）和税务合规验证，同时结合自动化与人工审核系统，以确保平台生态系统的完整性。此外，作为平台治理的一部分，我们明确禁止任何违法或敏感内容（包括赌博类产品），并会对违反平台规则的参与方采取移除等措施。</p><p style=\"text-align: justify;\">有关“AppLovin协助洗钱”或“其产品被用于未经授权下载”的说法完全不属实。AppLovin处于一个由主流应用商店、操作系统及支付服务商共同构成的成熟生态体系中。通过我们平台进行变现的应用，必须在主流应用商店公开上架，并接受其独立的审核与监管。从经济逻辑上看，所谓“洗钱”的指控根本站不住脚：广告展示方仅能获得广告主投放金额中的一部分收入，这意味着任何试图通过该方式“洗钱”的行为，都需要放弃相当比例的资金，同时在多家独立公司主体之间留下高度清晰、可审计的交易记录。因此，若接受该报告的假设前提，等同于指控整个移动广告和应用商店生态系统存在系统性失效，而该报告并未提供任何可信证据支持这一结论。</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>AppLovin回应Capitalwatch做空报告：坚决驳斥所有指控</title>\n<style 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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\">\nAppLovin回应Capitalwatch做空报告：坚决驳斥所有指控\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\">2026-01-22 14:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月22日，针对此前做空机构Capitalwatch发布的做空报告，AppLovin方面回应称，坚决驳斥该报告中的所有指控。该报告充斥着虚假、误导性且毫无逻辑的指控。AppLovin在其公开披露文件中，已对公司的重大投资、全球业务运营以及主要股东相关信息进行了充分、透明的披露。作为一家上市公司，AppLovin的普通股在公开市场自由交易，公司无法、也不可能控制任何个人或机构对股票的买卖或持有行为。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e71e2bec175753be79ba7bc3de20f32f\" title=\"\" tg-width=\"556\" tg-height=\"775\"/></p><p style=\"text-align: justify;\">AppLovin运营的是一个高度合规且高度透明的广告平台，并始终坚持严格的财务合规标准。在平台治理方面，我们通过多重、交叉验证的审核与风控机制，对广告主和开发者进行严格审核，包括KYC（客户身份识别）和税务合规验证，同时结合自动化与人工审核系统，以确保平台生态系统的完整性。此外，作为平台治理的一部分，我们明确禁止任何违法或敏感内容（包括赌博类产品），并会对违反平台规则的参与方采取移除等措施。</p><p style=\"text-align: justify;\">有关“AppLovin协助洗钱”或“其产品被用于未经授权下载”的说法完全不属实。AppLovin处于一个由主流应用商店、操作系统及支付服务商共同构成的成熟生态体系中。通过我们平台进行变现的应用，必须在主流应用商店公开上架，并接受其独立的审核与监管。从经济逻辑上看，所谓“洗钱”的指控根本站不住脚：广告展示方仅能获得广告主投放金额中的一部分收入，这意味着任何试图通过该方式“洗钱”的行为，都需要放弃相当比例的资金，同时在多家独立公司主体之间留下高度清晰、可审计的交易记录。因此，若接受该报告的假设前提，等同于指控整个移动广告和应用商店生态系统存在系统性失效，而该报告并未提供任何可信证据支持这一结论。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"APP":"AppLovin Corporation"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120543942","content_text":"1月22日，针对此前做空机构Capitalwatch发布的做空报告，AppLovin方面回应称，坚决驳斥该报告中的所有指控。该报告充斥着虚假、误导性且毫无逻辑的指控。AppLovin在其公开披露文件中，已对公司的重大投资、全球业务运营以及主要股东相关信息进行了充分、透明的披露。作为一家上市公司，AppLovin的普通股在公开市场自由交易，公司无法、也不可能控制任何个人或机构对股票的买卖或持有行为。AppLovin运营的是一个高度合规且高度透明的广告平台，并始终坚持严格的财务合规标准。在平台治理方面，我们通过多重、交叉验证的审核与风控机制，对广告主和开发者进行严格审核，包括KYC（客户身份识别）和税务合规验证，同时结合自动化与人工审核系统，以确保平台生态系统的完整性。此外，作为平台治理的一部分，我们明确禁止任何违法或敏感内容（包括赌博类产品），并会对违反平台规则的参与方采取移除等措施。有关“AppLovin协助洗钱”或“其产品被用于未经授权下载”的说法完全不属实。AppLovin处于一个由主流应用商店、操作系统及支付服务商共同构成的成熟生态体系中。通过我们平台进行变现的应用，必须在主流应用商店公开上架，并接受其独立的审核与监管。从经济逻辑上看，所谓“洗钱”的指控根本站不住脚：广告展示方仅能获得广告主投放金额中的一部分收入，这意味着任何试图通过该方式“洗钱”的行为，都需要放弃相当比例的资金，同时在多家独立公司主体之间留下高度清晰、可审计的交易记录。因此，若接受该报告的假设前提，等同于指控整个移动广告和应用商店生态系统存在系统性失效，而该报告并未提供任何可信证据支持这一结论。","news_type":1,"symbols_score_info":{"APP":2}},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":523551357632568,"gmtCreate":1768799833139,"gmtModify":1768799836478,"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.tigerbbs.com/6ee74a010c0dd3e10097f3ecd2b5a827","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> [可爱]&nbsp; [可爱]&nbsp; [可爱]&nbsp; 做基金经理真难呀","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> [可爱]&nbsp; [可爱]&nbsp; [可爱]&nbsp; 做基金经理真难呀","text":"$蔚来(NIO)$ [可爱] [可爱] [可爱] 做基金经理真难呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523551357632568","repostId":"522974423474344","repostType":1,"repost":{"id":522974423474344,"gmtCreate":1768697220000,"gmtModify":1768715311573,"author":{"id":"3570579687079753","authorId":"3570579687079753","name":"国际投行研究报告","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570579687079753","authorIdStr":"3570579687079753"},"themes":[],"title":"华宝基金跑输惹怒基民！挂“纳斯达克”头衔，却重仓亏损的蔚来","htmlText":"来源：深蓝财经 当一只名为“华宝纳斯达克精选”的基金，将蔚来汽车买成重仓股时，基民的困惑达到了顶点。 与此同时，尽管蔚来正朝着摆脱亏损的方向努力，但亏损仍在持续增加。 这背后，是基金管理人偏离基准的激进选择，还是一场关于未来价值的提前押注？ 01 投资纳斯达克的基金， 基民发现重仓了蔚来 一位基民表示，华宝纳斯达克100基金经理，不从纳斯达克100选，选了个蔚来汽车，而且鸡贼的放在第11大持仓。 更有眼尖的基民发现，这只基金从第11大持仓股开始有不少业绩差的中概股。 于是基民灵魂发问：蔚来不属于纳斯达克100和综指成分股，这是否违反了相关规定？ 深蓝财经查询发现，基民吐槽的这只基金叫华宝纳斯达克精选，不同于跟踪纳斯达克100指数的ETF，它是一只主动权益基金，持仓股可以从纳斯达克上市的所有股票中进行选择。 2024年底，该基金持有蔚来443万股。2025年上半年，蔚来股价回撤20%，但在这个时间段里，基金经理周晶、赵启元选择逆势加仓。 到了2025年中报，基金经理对对蔚来的持股猛增两倍，至1393万股，占基金净值4.86%，成为第11大重仓股。去年三季度，蔚来股价终于迎来一波强劲反弹，一个季度猛涨了122%。 从加仓时点来看，这次操作堪称漂亮。 但随后，蔚来股价又一路下行，四季度暴跌33%，今年又跌近10%。 这期间，如果基金经理没有减持蔚来，加仓后的浮盈已经快吐完了。 事实上，去年至今同期，该基金前十大重仓股中，除了奈飞和美满电子有所回撤外，其他股票均一片涨势，多只股票涨超40%,谷歌去年至今更是上涨76%。 然而另一边，去年至今该基金净值仅上涨了13.65%，同期纳斯达克综合指数上涨21.85%，A股主要股指更是新高不断。有基民认为，这只基金涨得太慢，连指数都跑不赢。 尤其近三个月，基金净值跌超4%，与蔚来走势高度同步。气的一位基民边晒单边吐槽，别的都红了就它是绿的，原","listText":"来源：深蓝财经 当一只名为“华宝纳斯达克精选”的基金，将蔚来汽车买成重仓股时，基民的困惑达到了顶点。 与此同时，尽管蔚来正朝着摆脱亏损的方向努力，但亏损仍在持续增加。 这背后，是基金管理人偏离基准的激进选择，还是一场关于未来价值的提前押注？ 01 投资纳斯达克的基金， 基民发现重仓了蔚来 一位基民表示，华宝纳斯达克100基金经理，不从纳斯达克100选，选了个蔚来汽车，而且鸡贼的放在第11大持仓。 更有眼尖的基民发现，这只基金从第11大持仓股开始有不少业绩差的中概股。 于是基民灵魂发问：蔚来不属于纳斯达克100和综指成分股，这是否违反了相关规定？ 深蓝财经查询发现，基民吐槽的这只基金叫华宝纳斯达克精选，不同于跟踪纳斯达克100指数的ETF，它是一只主动权益基金，持仓股可以从纳斯达克上市的所有股票中进行选择。 2024年底，该基金持有蔚来443万股。2025年上半年，蔚来股价回撤20%，但在这个时间段里，基金经理周晶、赵启元选择逆势加仓。 到了2025年中报，基金经理对对蔚来的持股猛增两倍，至1393万股，占基金净值4.86%，成为第11大重仓股。去年三季度，蔚来股价终于迎来一波强劲反弹，一个季度猛涨了122%。 从加仓时点来看，这次操作堪称漂亮。 但随后，蔚来股价又一路下行，四季度暴跌33%，今年又跌近10%。 这期间，如果基金经理没有减持蔚来，加仓后的浮盈已经快吐完了。 事实上，去年至今同期，该基金前十大重仓股中，除了奈飞和美满电子有所回撤外，其他股票均一片涨势，多只股票涨超40%,谷歌去年至今更是上涨76%。 然而另一边，去年至今该基金净值仅上涨了13.65%，同期纳斯达克综合指数上涨21.85%，A股主要股指更是新高不断。有基民认为，这只基金涨得太慢，连指数都跑不赢。 尤其近三个月，基金净值跌超4%，与蔚来走势高度同步。气的一位基民边晒单边吐槽，别的都红了就它是绿的，原","text":"来源：深蓝财经 当一只名为“华宝纳斯达克精选”的基金，将蔚来汽车买成重仓股时，基民的困惑达到了顶点。 与此同时，尽管蔚来正朝着摆脱亏损的方向努力，但亏损仍在持续增加。 这背后，是基金管理人偏离基准的激进选择，还是一场关于未来价值的提前押注？ 01 投资纳斯达克的基金， 基民发现重仓了蔚来 一位基民表示，华宝纳斯达克100基金经理，不从纳斯达克100选，选了个蔚来汽车，而且鸡贼的放在第11大持仓。 更有眼尖的基民发现，这只基金从第11大持仓股开始有不少业绩差的中概股。 于是基民灵魂发问：蔚来不属于纳斯达克100和综指成分股，这是否违反了相关规定？ 深蓝财经查询发现，基民吐槽的这只基金叫华宝纳斯达克精选，不同于跟踪纳斯达克100指数的ETF，它是一只主动权益基金，持仓股可以从纳斯达克上市的所有股票中进行选择。 2024年底，该基金持有蔚来443万股。2025年上半年，蔚来股价回撤20%，但在这个时间段里，基金经理周晶、赵启元选择逆势加仓。 到了2025年中报，基金经理对对蔚来的持股猛增两倍，至1393万股，占基金净值4.86%，成为第11大重仓股。去年三季度，蔚来股价终于迎来一波强劲反弹，一个季度猛涨了122%。 从加仓时点来看，这次操作堪称漂亮。 但随后，蔚来股价又一路下行，四季度暴跌33%，今年又跌近10%。 这期间，如果基金经理没有减持蔚来，加仓后的浮盈已经快吐完了。 事实上，去年至今同期，该基金前十大重仓股中，除了奈飞和美满电子有所回撤外，其他股票均一片涨势，多只股票涨超40%,谷歌去年至今更是上涨76%。 然而另一边，去年至今该基金净值仅上涨了13.65%，同期纳斯达克综合指数上涨21.85%，A股主要股指更是新高不断。有基民认为，这只基金涨得太慢，连指数都跑不赢。 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