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股谈
04-25 20:39
$苹果(AAPL)$
普遍高估,苹果低估。可以跟踪,因为未来AI智能时代,他们是引领者,也是受益者。
股谈
04-25 20:25
$Meta Platforms(META)$
美股盘后反馈的是你在营收中位不及预期的前提下,加大支出,自然二季度利润无法保持高增长,所以盘后交易暴跌15%,搞清楚前提、逻辑关系和结果再来互动比较好
股谈
04-23
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
阿里真的扶不起,感觉内部烂透了,我最近用香港转运仓,连续4次乱收费,一件衣服计重26斤,你投诉之后会复称,错误离谱会改,但下一次购买继续乱计重,我反复投诉了四次,转运仓还是乱来,这样的服务在如今的形式下,怎么和其他家竞争,而且给我一种强烈的feel,内部就有人想赚万最后一笔走人,根本不管公司以后会怎样
股谈
04-23
$理想汽车(LI)$
卖出美团
$美团-W(03690)$
的部分,慢慢入理想和特斯拉
$特斯拉(TSLA)$
,理想从关注销量转回关注用户,似乎在做对的事情了,一开始的成功也是基于关注用户价值。
股谈
04-16
$超微电脑(SMCI)$
希望越来越多这样在外合作的例子如果没有当年SMCI的出手救助,也就没有今天的英伟达!如果没有英伟达的AI芯片,SMCI的股价也不会暴涨到50倍!
股谈
04-16
$美国超微公司(AMD)$
你知道amd在12年的时候市值只有20亿刀,大家都觉得他不赚钱,还亏不少钱,马上就死了。那时候国内很多公司都能实现盈亏平衡。你觉得哪些能赚钱的公司比得上当时的amd吗
股谈
04-15
谷歌
$谷歌(GOOG)$
$谷歌A(GOOGL)$
云相对微软
$微软(MSFT)$
和亚马逊市
$亚马逊(AMZN)$
场占有率有点低,个人认为现在AI可能是个超越的机会
股谈
04-15
2024年4月15日特斯拉
$特斯拉(TSLA)$
宣布全球裁员10%。由于特斯拉销售100%自营,对销售有100%准确的前瞻数据,目前销售前景应该很艰难,库存应该也在不断攀升。同一天国内百度旗下极越汽车宣布从2024年4月·15日至5月31日购车享受纯视觉高阶智驾终身免费(原价49900元)。
股谈
04-12
拼多多
$拼多多(PDD)$
实际上对于打假是不遗余力的。我有一次跟黄峥聊天的时候,他出去接一个电话,回来就跟我说,他们在杭州的办公室被人砸了,因为扣了售假商家的钱,对方直接冲到办公室里面,把他们的一个员工打伤了。那是非常早期的时候。我相信团队的初心,他们知道什么是对的事情。他们要想售假的话,很容易挣到钱。这么大的流水和交易量,你手松一点和手紧一点差异是很大的。当然拼多多到了今天的规模,成为了上市公司,确实是应该尽可能地创造一个更良好的商业环境。
股谈
04-12
今年投资收益转正,得益于苹果的大涨。苹果
$苹果(AAPL)$
的ai肯定会搞出来啊,无论从哪个角度看,都是如此啊。
股谈
04-10
啊!求国内的各大基金公司,搞一只对标这个的ETF好么?
$Destiny Tech100 Inc(DXYZ)$
股谈
04-10
逍遥子掌舵期间,难道就是逍遥子一个人的决定吗?重金收购线下百货商,难道不是阿里巴巴集体决策或者不是马老板决策吗,反思决策错误,不一定是针对某一个人。阿里巴巴投资能力简直失败到极致,和腾讯比起来,一个天上一个地下。现在阿里巴巴反思衰退原因,就是未来反转之时,代价是必须付出的。亡羊补牢,未为晚矣。希望阿里巴巴
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
一切都好,至少我已经离不开菜鸟驿站、离不开高德地图,对了,在天猫养车的修车经历也不错。
股谈
04-10
amd
$美国超微公司(AMD)$
属于千年老二,不管是电脑城买散装cpu还是在云计算服务商买服务器搭载amd芯片的总是要比intel
$英特尔(INTC)$
的便宜,他前两年收购了赛灵思,一个做fpga的公司,fpga广泛应用在计算,军工,高端设备上,在资本市场想象力算是被打开了。
股谈
04-08
我其实对meta
$Meta Platforms(META)$
的业务一窍不通,我当年之所以买,是因为那时我配置的都是英美烟草,力拓这种吃息股,也想介入一点7姐妹的成长股,但吃息的习惯使我最看重市盈率,当时meta估值最低,就买的它,结果美股这个市场还真奇怪,成长股还真的会成长,开眼界了
股谈
04-08
美股和A真的不一样,比如微软
$微软(MSFT)$
上市近40年,近期创新高了,它能一直涨,涨幅堪比比特币,看pe还是相对合理区间,唉!不服不行!
股谈
04-08
$美光科技(MU)$
……这周能不能破130是个关键。我先观察观察全部清掉顺便把Call的钱先拿了……现在这个基本就看
股谈
04-03
跳空低开
$Coinbase Global, Inc.(COIN)$
,从形态上看不乐观,貌似双头+日线级别顶背离。这段时间感觉整个大盘都在积蓄阶段性调整的能量。
股谈
04-03
科技公司购买GPU产生的成本可以测算,而未来可能产生的盈利无法测算。回报的不确定性不应该是AI高估值破灭的因素,而是推高AI估值的因素才对。AI应用开始落地,算力产生的回报可测算时,可能才是估值回归,行业整合的时候(当然更大的影响因素是经济周期,估值绕不开流动性)。
$美国超微公司(AMD)$
股谈
04-02
不管怎么说,背靠谷歌
$谷歌(GOOG)$
$谷歌A(GOOGL)$
云和安卓生态,谷歌依旧是王者地位
股谈
04-01
mara
$Marathon Digital Holdings Inc(MARA)$
没啥不好的 交易量矿股第一 轮涨幅mstr mara clsk coin基本都是10倍 简单理解就是大饼的一倍放大器 现在被说不怎么📈的ETH也和大饼一样涨幅 上轮可是大饼3倍放大器 看看大饼etf通过后的表现 姨太通过后k线会有多美妙
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美股盘后反馈的是你在营收中位不及预期的前提下,加大支出,自然二季度利润无法保持高增长,所以盘后交易暴跌15%,搞清楚前提、逻辑关系和结果再来互动比较好","images":[{"img":"https://static.tigerbbs.com/3aa2334639f2431c22721e65efca4e49","width":"1401","height":"443"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299062866169880","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":298348752244872,"gmtCreate":1713877422563,"gmtModify":1713878590024,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v> 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,理想从关注销量转回关注用户,似乎在做对的事情了,一开始的成功也是基于关注用户价值。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 卖出美团 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 的部分,慢慢入理想和特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,理想从关注销量转回关注用户,似乎在做对的事情了,一开始的成功也是基于关注用户价值。","text":"$理想汽车(LI)$ 卖出美团 $美团-W(03690)$ 的部分,慢慢入理想和特斯拉 $特斯拉(TSLA)$ ,理想从关注销量转回关注用户,似乎在做对的事情了,一开始的成功也是基于关注用户价值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/298346679566472","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295995114279072,"gmtCreate":1713273454092,"gmtModify":1713273455627,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 希望越来越多这样在外合作的例子如果没有当年SMCI的出手救助,也就没有今天的英伟达!如果没有英伟达的AI芯片,SMCI的股价也不会暴涨到50倍!","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 希望越来越多这样在外合作的例子如果没有当年SMCI的出手救助,也就没有今天的英伟达!如果没有英伟达的AI芯片,SMCI的股价也不会暴涨到50倍!","text":"$超微电脑(SMCI)$ 希望越来越多这样在外合作的例子如果没有当年SMCI的出手救助,也就没有今天的英伟达!如果没有英伟达的AI芯片,SMCI的股价也不会暴涨到50倍!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295995114279072","isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295992552739048,"gmtCreate":1713272727654,"gmtModify":1713272729098,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 你知道amd在12年的时候市值只有20亿刀,大家都觉得他不赚钱,还亏不少钱,马上就死了。那时候国内很多公司都能实现盈亏平衡。你觉得哪些能赚钱的公司比得上当时的amd吗","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 你知道amd在12年的时候市值只有20亿刀,大家都觉得他不赚钱,还亏不少钱,马上就死了。那时候国内很多公司都能实现盈亏平衡。你觉得哪些能赚钱的公司比得上当时的amd吗","text":"$美国超微公司(AMD)$ 你知道amd在12年的时候市值只有20亿刀,大家都觉得他不赚钱,还亏不少钱,马上就死了。那时候国内很多公司都能实现盈亏平衡。你觉得哪些能赚钱的公司比得上当时的amd吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295992552739048","isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295642929963168,"gmtCreate":1713187471593,"gmtModify":1713187473732,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"0\"></v-v> 云相对微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 和亚马逊市 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 场占有率有点低,个人认为现在AI可能是个超越的机会","listText":"谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"0\"></v-v> 云相对微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 和亚马逊市 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 场占有率有点低,个人认为现在AI可能是个超越的机会","text":"谷歌 $谷歌(GOOG)$ $谷歌A(GOOGL)$ 云相对微软 $微软(MSFT)$ 和亚马逊市 $亚马逊(AMZN)$ 场占有率有点低,个人认为现在AI可能是个超越的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295642929963168","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295640766996640,"gmtCreate":1713186943525,"gmtModify":1713186945361,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"2024年4月15日特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 宣布全球裁员10%。由于特斯拉销售100%自营,对销售有100%准确的前瞻数据,目前销售前景应该很艰难,库存应该也在不断攀升。同一天国内百度旗下极越汽车宣布从2024年4月·15日至5月31日购车享受纯视觉高阶智驾终身免费(原价49900元)。","listText":"2024年4月15日特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 宣布全球裁员10%。由于特斯拉销售100%自营,对销售有100%准确的前瞻数据,目前销售前景应该很艰难,库存应该也在不断攀升。同一天国内百度旗下极越汽车宣布从2024年4月·15日至5月31日购车享受纯视觉高阶智驾终身免费(原价49900元)。","text":"2024年4月15日特斯拉 $特斯拉(TSLA)$ 宣布全球裁员10%。由于特斯拉销售100%自营,对销售有100%准确的前瞻数据,目前销售前景应该很艰难,库存应该也在不断攀升。同一天国内百度旗下极越汽车宣布从2024年4月·15日至5月31日购车享受纯视觉高阶智驾终身免费(原价49900元)。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295640766996640","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294515917795416,"gmtCreate":1712929205056,"gmtModify":1712932604574,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 实际上对于打假是不遗余力的。我有一次跟黄峥聊天的时候,他出去接一个电话,回来就跟我说,他们在杭州的办公室被人砸了,因为扣了售假商家的钱,对方直接冲到办公室里面,把他们的一个员工打伤了。那是非常早期的时候。我相信团队的初心,他们知道什么是对的事情。他们要想售假的话,很容易挣到钱。这么大的流水和交易量,你手松一点和手紧一点差异是很大的。当然拼多多到了今天的规模,成为了上市公司,确实是应该尽可能地创造一个更良好的商业环境。","listText":"拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 实际上对于打假是不遗余力的。我有一次跟黄峥聊天的时候,他出去接一个电话,回来就跟我说,他们在杭州的办公室被人砸了,因为扣了售假商家的钱,对方直接冲到办公室里面,把他们的一个员工打伤了。那是非常早期的时候。我相信团队的初心,他们知道什么是对的事情。他们要想售假的话,很容易挣到钱。这么大的流水和交易量,你手松一点和手紧一点差异是很大的。当然拼多多到了今天的规模,成为了上市公司,确实是应该尽可能地创造一个更良好的商业环境。","text":"拼多多 $拼多多(PDD)$ 实际上对于打假是不遗余力的。我有一次跟黄峥聊天的时候,他出去接一个电话,回来就跟我说,他们在杭州的办公室被人砸了,因为扣了售假商家的钱,对方直接冲到办公室里面,把他们的一个员工打伤了。那是非常早期的时候。我相信团队的初心,他们知道什么是对的事情。他们要想售假的话,很容易挣到钱。这么大的流水和交易量,你手松一点和手紧一点差异是很大的。当然拼多多到了今天的规模,成为了上市公司,确实是应该尽可能地创造一个更良好的商业环境。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294515917795416","isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294512813477976,"gmtCreate":1712928447166,"gmtModify":1712928449057,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"今年投资收益转正,得益于苹果的大涨。苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 的ai肯定会搞出来啊,无论从哪个角度看,都是如此啊。","listText":"今年投资收益转正,得益于苹果的大涨。苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 的ai肯定会搞出来啊,无论从哪个角度看,都是如此啊。","text":"今年投资收益转正,得益于苹果的大涨。苹果 $苹果(AAPL)$ 的ai肯定会搞出来啊,无论从哪个角度看,都是如此啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294512813477976","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293862976118936,"gmtCreate":1712748907298,"gmtModify":1712748908669,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"啊!求国内的各大基金公司,搞一只对标这个的ETF好么? <a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$</a>","listText":"啊!求国内的各大基金公司,搞一只对标这个的ETF好么? <a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$</a>","text":"啊!求国内的各大基金公司,搞一只对标这个的ETF好么? $Destiny Tech100 Inc(DXYZ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293862976118936","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293861543084208,"gmtCreate":1712748502398,"gmtModify":1712754137797,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"逍遥子掌舵期间,难道就是逍遥子一个人的决定吗?重金收购线下百货商,难道不是阿里巴巴集体决策或者不是马老板决策吗,反思决策错误,不一定是针对某一个人。阿里巴巴投资能力简直失败到极致,和腾讯比起来,一个天上一个地下。现在阿里巴巴反思衰退原因,就是未来反转之时,代价是必须付出的。亡羊补牢,未为晚矣。希望阿里巴巴 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 一切都好,至少我已经离不开菜鸟驿站、离不开高德地图,对了,在天猫养车的修车经历也不错。","listText":"逍遥子掌舵期间,难道就是逍遥子一个人的决定吗?重金收购线下百货商,难道不是阿里巴巴集体决策或者不是马老板决策吗,反思决策错误,不一定是针对某一个人。阿里巴巴投资能力简直失败到极致,和腾讯比起来,一个天上一个地下。现在阿里巴巴反思衰退原因,就是未来反转之时,代价是必须付出的。亡羊补牢,未为晚矣。希望阿里巴巴 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 一切都好,至少我已经离不开菜鸟驿站、离不开高德地图,对了,在天猫养车的修车经历也不错。","text":"逍遥子掌舵期间,难道就是逍遥子一个人的决定吗?重金收购线下百货商,难道不是阿里巴巴集体决策或者不是马老板决策吗,反思决策错误,不一定是针对某一个人。阿里巴巴投资能力简直失败到极致,和腾讯比起来,一个天上一个地下。现在阿里巴巴反思衰退原因,就是未来反转之时,代价是必须付出的。亡羊补牢,未为晚矣。希望阿里巴巴 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 一切都好,至少我已经离不开菜鸟驿站、离不开高德地图,对了,在天猫养车的修车经历也不错。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293861543084208","isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293859165810864,"gmtCreate":1712747922008,"gmtModify":1712747926877,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"amd <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 属于千年老二,不管是电脑城买散装cpu还是在云计算服务商买服务器搭载amd芯片的总是要比intel <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 的便宜,他前两年收购了赛灵思,一个做fpga的公司,fpga广泛应用在计算,军工,高端设备上,在资本市场想象力算是被打开了。","listText":"amd <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 属于千年老二,不管是电脑城买散装cpu还是在云计算服务商买服务器搭载amd芯片的总是要比intel <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 的便宜,他前两年收购了赛灵思,一个做fpga的公司,fpga广泛应用在计算,军工,高端设备上,在资本市场想象力算是被打开了。","text":"amd $美国超微公司(AMD)$ 属于千年老二,不管是电脑城买散装cpu还是在云计算服务商买服务器搭载amd芯片的总是要比intel $英特尔(INTC)$ 的便宜,他前两年收购了赛灵思,一个做fpga的公司,fpga广泛应用在计算,军工,高端设备上,在资本市场想象力算是被打开了。","images":[{"img":"https://static.tigerbbs.com/9562c6fcd8a8b629da9096a24b4892d5","width":"400","height":"400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293859165810864","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293117903552664,"gmtCreate":1712585393277,"gmtModify":1712585396093,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我其实对meta <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 的业务一窍不通,我当年之所以买,是因为那时我配置的都是英美烟草,力拓这种吃息股,也想介入一点7姐妹的成长股,但吃息的习惯使我最看重市盈率,当时meta估值最低,就买的它,结果美股这个市场还真奇怪,成长股还真的会成长,开眼界了","listText":"我其实对meta <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 的业务一窍不通,我当年之所以买,是因为那时我配置的都是英美烟草,力拓这种吃息股,也想介入一点7姐妹的成长股,但吃息的习惯使我最看重市盈率,当时meta估值最低,就买的它,结果美股这个市场还真奇怪,成长股还真的会成长,开眼界了","text":"我其实对meta $Meta Platforms(META)$ 的业务一窍不通,我当年之所以买,是因为那时我配置的都是英美烟草,力拓这种吃息股,也想介入一点7姐妹的成长股,但吃息的习惯使我最看重市盈率,当时meta估值最低,就买的它,结果美股这个市场还真奇怪,成长股还真的会成长,开眼界了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293117903552664","isVote":1,"tweetType":1,"viewCount":2215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293116197236888,"gmtCreate":1712584976697,"gmtModify":1712585237927,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"美股和A真的不一样,比如微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 上市近40年,近期创新高了,它能一直涨,涨幅堪比比特币,看pe还是相对合理区间,唉!不服不行!","listText":"美股和A真的不一样,比如微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 上市近40年,近期创新高了,它能一直涨,涨幅堪比比特币,看pe还是相对合理区间,唉!不服不行!","text":"美股和A真的不一样,比如微软 $微软(MSFT)$ 上市近40年,近期创新高了,它能一直涨,涨幅堪比比特币,看pe还是相对合理区间,唉!不服不行!","images":[{"img":"https://static.tigerbbs.com/169881fcc5abfb85800519268c18f862","width":"1129","height":"503"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293116197236888","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293114756685888,"gmtCreate":1712584572475,"gmtModify":1712584576079,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>……这周能不能破130是个关键。我先观察观察全部清掉顺便把Call的钱先拿了……现在这个基本就看","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>……这周能不能破130是个关键。我先观察观察全部清掉顺便把Call的钱先拿了……现在这个基本就看","text":"$美光科技(MU)$ ……这周能不能破130是个关键。我先观察观察全部清掉顺便把Call的钱先拿了……现在这个基本就看","images":[{"img":"https://static.tigerbbs.com/b9e50736affb9b0d3b630b83577e7a48","width":"500","height":"330"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293114756685888","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":291337174532136,"gmtCreate":1712149456501,"gmtModify":1712149471320,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"跳空低开 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> ,从形态上看不乐观,貌似双头+日线级别顶背离。这段时间感觉整个大盘都在积蓄阶段性调整的能量。","listText":"跳空低开 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> ,从形态上看不乐观,貌似双头+日线级别顶背离。这段时间感觉整个大盘都在积蓄阶段性调整的能量。","text":"跳空低开 $Coinbase Global, Inc.(COIN)$ ,从形态上看不乐观,貌似双头+日线级别顶背离。这段时间感觉整个大盘都在积蓄阶段性调整的能量。","images":[{"img":"https://static.tigerbbs.com/48f92770c4effedeaccb0a652c19d364","width":"725","height":"603"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291337174532136","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":291334627221544,"gmtCreate":1712148834599,"gmtModify":1712148841436,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"科技公司购买GPU产生的成本可以测算,而未来可能产生的盈利无法测算。回报的不确定性不应该是AI高估值破灭的因素,而是推高AI估值的因素才对。AI应用开始落地,算力产生的回报可测算时,可能才是估值回归,行业整合的时候(当然更大的影响因素是经济周期,估值绕不开流动性)。 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>","listText":"科技公司购买GPU产生的成本可以测算,而未来可能产生的盈利无法测算。回报的不确定性不应该是AI高估值破灭的因素,而是推高AI估值的因素才对。AI应用开始落地,算力产生的回报可测算时,可能才是估值回归,行业整合的时候(当然更大的影响因素是经济周期,估值绕不开流动性)。 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>","text":"科技公司购买GPU产生的成本可以测算,而未来可能产生的盈利无法测算。回报的不确定性不应该是AI高估值破灭的因素,而是推高AI估值的因素才对。AI应用开始落地,算力产生的回报可测算时,可能才是估值回归,行业整合的时候(当然更大的影响因素是经济周期,估值绕不开流动性)。 $美国超微公司(AMD)$","images":[{"img":"https://static.tigerbbs.com/2dec2cead96a48a06da0233a2681360d","width":"358","height":"214"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291334627221544","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":290980003930152,"gmtCreate":1712062256647,"gmtModify":1712062258091,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"不管怎么说,背靠谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v> 云和安卓生态,谷歌依旧是王者地位","listText":"不管怎么说,背靠谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v> 云和安卓生态,谷歌依旧是王者地位","text":"不管怎么说,背靠谷歌 $谷歌(GOOG)$ $谷歌A(GOOGL)$ 云和安卓生态,谷歌依旧是王者地位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290980003930152","isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290628234203152,"gmtCreate":1711976260977,"gmtModify":1711976262942,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 没啥不好的 交易量矿股第一 轮涨幅mstr mara clsk coin基本都是10倍 简单理解就是大饼的一倍放大器 现在被说不怎么📈的ETH也和大饼一样涨幅 上轮可是大饼3倍放大器 看看大饼etf通过后的表现 姨太通过后k线会有多美妙","listText":"mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 没啥不好的 交易量矿股第一 轮涨幅mstr mara clsk coin基本都是10倍 简单理解就是大饼的一倍放大器 现在被说不怎么📈的ETH也和大饼一样涨幅 上轮可是大饼3倍放大器 看看大饼etf通过后的表现 姨太通过后k线会有多美妙","text":"mara $Marathon Digital Holdings Inc(MARA)$ 没啥不好的 交易量矿股第一 轮涨幅mstr mara clsk coin基本都是10倍 简单理解就是大饼的一倍放大器 现在被说不怎么📈的ETH也和大饼一样涨幅 上轮可是大饼3倍放大器 看看大饼etf通过后的表现 姨太通过后k线会有多美妙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290628234203152","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":257284248752128,"gmtCreate":1703842216790,"gmtModify":1703842771533,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 其实这三支票都不好估值,谁说腾讯一定活的比阿里长,只是看上去竞争对手少一些,阿里巴巴多一些,那也只是看上去。阿里巴巴问题也不是一天两天的了。合理化叙事是人类进步也是很显愚蠢的地方,在没有因果的地方加强因果关系,因为 PDD 高速发展合理化阿里的保守和落后,跟大清王朝似的。我赌这个世界错了,阿里自然可以恢复自身的生存能力,社会的偏见对阿里其实是个好事。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 其实这三支票都不好估值,谁说腾讯一定活的比阿里长,只是看上去竞争对手少一些,阿里巴巴多一些,那也只是看上去。阿里巴巴问题也不是一天两天的了。合理化叙事是人类进步也是很显愚蠢的地方,在没有因果的地方加强因果关系,因为 PDD 高速发展合理化阿里的保守和落后,跟大清王朝似的。我赌这个世界错了,阿里自然可以恢复自身的生存能力,社会的偏见对阿里其实是个好事。","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ $美团-W(03690)$ $腾讯控股(00700)$ 其实这三支票都不好估值,谁说腾讯一定活的比阿里长,只是看上去竞争对手少一些,阿里巴巴多一些,那也只是看上去。阿里巴巴问题也不是一天两天的了。合理化叙事是人类进步也是很显愚蠢的地方,在没有因果的地方加强因果关系,因为 PDD 高速发展合理化阿里的保守和落后,跟大清王朝似的。我赌这个世界错了,阿里自然可以恢复自身的生存能力,社会的偏见对阿里其实是个好事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":143,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/257284248752128","isVote":1,"tweetType":1,"viewCount":11119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234659175973000,"gmtCreate":1698315886840,"gmtModify":1698315905451,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 从投资的角度看,京东没有价值(不创造净现金流)。拼多多和阿里巴巴的模式能够创造现金流。拼多多人狠话不多,把很多阿里巴巴价值观认为不能做的事情给做了,整个团队很懂企业运营那一套东西,每一步操作都行云流水,但或许也是太懂了……拼多多一句话总结:不要对其未来现金流增长有过高预期,因为它透支太多的太多了。阿里一句话总结:机构庞大效率低动作缓慢(大企业病),今年有蛮多新动作,价值观好,不要对其未来有过低的预期。投资的话,这三家我选谁?一家都不选,该死的零售业!很难理解的是,怎么会有人买京东?投资是要买未来的现金流滴。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 从投资的角度看,京东没有价值(不创造净现金流)。拼多多和阿里巴巴的模式能够创造现金流。拼多多人狠话不多,把很多阿里巴巴价值观认为不能做的事情给做了,整个团队很懂企业运营那一套东西,每一步操作都行云流水,但或许也是太懂了……拼多多一句话总结:不要对其未来现金流增长有过高预期,因为它透支太多的太多了。阿里一句话总结:机构庞大效率低动作缓慢(大企业病),今年有蛮多新动作,价值观好,不要对其未来有过低的预期。投资的话,这三家我选谁?一家都不选,该死的零售业!很难理解的是,怎么会有人买京东?投资是要买未来的现金流滴。","text":"$拼多多(PDD)$ $京东(JD)$ $阿里巴巴(BABA)$ 从投资的角度看,京东没有价值(不创造净现金流)。拼多多和阿里巴巴的模式能够创造现金流。拼多多人狠话不多,把很多阿里巴巴价值观认为不能做的事情给做了,整个团队很懂企业运营那一套东西,每一步操作都行云流水,但或许也是太懂了……拼多多一句话总结:不要对其未来现金流增长有过高预期,因为它透支太多的太多了。阿里一句话总结:机构庞大效率低动作缓慢(大企业病),今年有蛮多新动作,价值观好,不要对其未来有过低的预期。投资的话,这三家我选谁?一家都不选,该死的零售业!很难理解的是,怎么会有人买京东?投资是要买未来的现金流滴。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/234659175973000","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":9,"crmLevelSwitch":1},"content":"拼多多市值快赶上阿里了,国外的电商好像做的很火,虽然我很少拼多多买东西,国内软件界面眼花缭乱","text":"拼多多市值快赶上阿里了,国外的电商好像做的很火,虽然我很少拼多多买东西,国内软件界面眼花缭乱","html":"拼多多市值快赶上阿里了,国外的电商好像做的很火,虽然我很少拼多多买东西,国内软件界面眼花缭乱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285329665519648,"gmtCreate":1710667527826,"gmtModify":1710669663861,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"盈利就是香。从这个角度,理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 就是比蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 强。至于技术研发,点错科技树的话,研发投入的多少都没用啊。","listText":"盈利就是香。从这个角度,理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 就是比蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 强。至于技术研发,点错科技树的话,研发投入的多少都没用啊。","text":"盈利就是香。从这个角度,理想 $理想汽车(LI)$ 就是比蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 强。至于技术研发,点错科技树的话,研发投入的多少都没用啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/285329665519648","isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513037563840185","authorId":"3513037563840185","name":"小虎牙sister","avatar":"https://static.tigerbbs.com/0cdce559dbd14a48087c5dee14003071","crmLevel":9,"crmLevelSwitch":0},"content":"从长期来看,增程就是错的科技树,以前动力电池价格昂贵,用发动机加小电池可以降低成本,现在不一样了,100kwh电池成本比理想50kwh+1.5T増程器的成本还低,纯电的优势体现出来了,所以纯电才是未来,然而理想把纯电的第一手牌打烂了,mega真实订单扣除掉车评人下的单之后可能只有2000-3000台,只有mega本月产能的一半,局面不容乐观,而且mega上了之后,理想整个品牌定位变模糊了,是聚焦增程还是纯电?是带娃还是商用?导致L系列订单也显著下滑。 在起跑线领先不等于先到终点,有盈利的财报不等于能打赢纯电的战役,理想要补的课还有很多。","text":"从长期来看,增程就是错的科技树,以前动力电池价格昂贵,用发动机加小电池可以降低成本,现在不一样了,100kwh电池成本比理想50kwh+1.5T増程器的成本还低,纯电的优势体现出来了,所以纯电才是未来,然而理想把纯电的第一手牌打烂了,mega真实订单扣除掉车评人下的单之后可能只有2000-3000台,只有mega本月产能的一半,局面不容乐观,而且mega上了之后,理想整个品牌定位变模糊了,是聚焦增程还是纯电?是带娃还是商用?导致L系列订单也显著下滑。 在起跑线领先不等于先到终点,有盈利的财报不等于能打赢纯电的战役,理想要补的课还有很多。","html":"从长期来看,增程就是错的科技树,以前动力电池价格昂贵,用发动机加小电池可以降低成本,现在不一样了,100kwh电池成本比理想50kwh+1.5T増程器的成本还低,纯电的优势体现出来了,所以纯电才是未来,然而理想把纯电的第一手牌打烂了,mega真实订单扣除掉车评人下的单之后可能只有2000-3000台,只有mega本月产能的一半,局面不容乐观,而且mega上了之后,理想整个品牌定位变模糊了,是聚焦增程还是纯电?是带娃还是商用?导致L系列订单也显著下滑。 在起跑线领先不等于先到终点,有盈利的财报不等于能打赢纯电的战役,理想要补的课还有很多。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277803068960784,"gmtCreate":1708853855679,"gmtModify":1708853857381,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"蔚来应该越来越惨了,今年都没牌打了,全望着阿尔卑斯,阿尔卑斯新上NT3.0,都乱套了,不专注的企业的下场。24、25年行业出清玩家,竞争格局逐渐清晰,愿意小小的下注理想,但也还没买,可能等确定mega纯电卖的好话,确定性会增加不少再买入。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v>","listText":"蔚来应该越来越惨了,今年都没牌打了,全望着阿尔卑斯,阿尔卑斯新上NT3.0,都乱套了,不专注的企业的下场。24、25年行业出清玩家,竞争格局逐渐清晰,愿意小小的下注理想,但也还没买,可能等确定mega纯电卖的好话,确定性会增加不少再买入。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v>","text":"蔚来应该越来越惨了,今年都没牌打了,全望着阿尔卑斯,阿尔卑斯新上NT3.0,都乱套了,不专注的企业的下场。24、25年行业出清玩家,竞争格局逐渐清晰,愿意小小的下注理想,但也还没买,可能等确定mega纯电卖的好话,确定性会增加不少再买入。 $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/277803068960784","isVote":1,"tweetType":1,"viewCount":5117,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567577767954158","authorId":"3567577767954158","name":"小超93","avatar":"https://static.tigerbbs.com/33fcc1adbd84ac9d78c302b2faa5dde7","crmLevel":6,"crmLevelSwitch":1},"content":"是今年没新车,都是旧款更新。哦对还有阿尔卑斯,越来越多的纯电出来才发现换电的便捷和迅速。","text":"是今年没新车,都是旧款更新。哦对还有阿尔卑斯,越来越多的纯电出来才发现换电的便捷和迅速。","html":"是今年没新车,都是旧款更新。哦对还有阿尔卑斯,越来越多的纯电出来才发现换电的便捷和迅速。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285346830819368,"gmtCreate":1710671813816,"gmtModify":1710671820240,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"英伟达看起来确实很危险,目前看到300-400的价格 ,范围缩小330-360,cathie wood之前卖特斯拉的时候人家也说她眼光不行,但是她的知识面和人员接触,自己的眼界这些确实不一样,拭目以待吧 看看她的选择是否正确,我跟了她的选择也只有看结果了 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","listText":"英伟达看起来确实很危险,目前看到300-400的价格 ,范围缩小330-360,cathie wood之前卖特斯拉的时候人家也说她眼光不行,但是她的知识面和人员接触,自己的眼界这些确实不一样,拭目以待吧 看看她的选择是否正确,我跟了她的选择也只有看结果了 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","text":"英伟达看起来确实很危险,目前看到300-400的价格 ,范围缩小330-360,cathie wood之前卖特斯拉的时候人家也说她眼光不行,但是她的知识面和人员接触,自己的眼界这些确实不一样,拭目以待吧 看看她的选择是否正确,我跟了她的选择也只有看结果了 $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/04932ff0af5b9fa39246661b40a82ed6","width":"363","height":"287"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/285346830819368","isVote":1,"tweetType":1,"viewCount":3216,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"66553594873563","authorId":"66553594873563","name":"无敌吉姆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"content":"她不是卖英伟达买特斯拉吗?然后居然还大力投资zoom…………她已经凉了…电动车风头已过,要等下一波电池或者什么其他的技术更新…很多欧美国家都开始不再鼓励电动车了… zoom更加离谱,wfh已经开始慢慢减少并且趋于稳定,完全看不出zoom的成长在什么地方…我也不能说百分之百不行,但是就wood这几波操作就是挺垃圾的…甚至他任何一个操作延期几个月她都是大赚了…","text":"她不是卖英伟达买特斯拉吗?然后居然还大力投资zoom…………她已经凉了…电动车风头已过,要等下一波电池或者什么其他的技术更新…很多欧美国家都开始不再鼓励电动车了… zoom更加离谱,wfh已经开始慢慢减少并且趋于稳定,完全看不出zoom的成长在什么地方…我也不能说百分之百不行,但是就wood这几波操作就是挺垃圾的…甚至他任何一个操作延期几个月她都是大赚了…","html":"她不是卖英伟达买特斯拉吗?然后居然还大力投资zoom…………她已经凉了…电动车风头已过,要等下一波电池或者什么其他的技术更新…很多欧美国家都开始不再鼓励电动车了… zoom更加离谱,wfh已经开始慢慢减少并且趋于稳定,完全看不出zoom的成长在什么地方…我也不能说百分之百不行,但是就wood这几波操作就是挺垃圾的…甚至他任何一个操作延期几个月她都是大赚了…"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":265872204709912,"gmtCreate":1705928768177,"gmtModify":1705928772374,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"选择标普500 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 就相当于A股的沪深300,想获取美股平均收益的伙伴,标普500是首选,巴菲特公开场合也在多次推荐标普500指数基金,对于不懂选股的普通投资者,标普500指数基金就是最佳的选择,我对美股这波非常满意!","listText":"选择标普500 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 就相当于A股的沪深300,想获取美股平均收益的伙伴,标普500是首选,巴菲特公开场合也在多次推荐标普500指数基金,对于不懂选股的普通投资者,标普500指数基金就是最佳的选择,我对美股这波非常满意!","text":"选择标普500 $标普500(.SPX)$ 就相当于A股的沪深300,想获取美股平均收益的伙伴,标普500是首选,巴菲特公开场合也在多次推荐标普500指数基金,对于不懂选股的普通投资者,标普500指数基金就是最佳的选择,我对美股这波非常满意!","images":[{"img":"https://static.tigerbbs.com/46d80060dfb759b993d9b00bbbcbfafc","width":"449","height":"253"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265872204709912","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":257281562337328,"gmtCreate":1703841675399,"gmtModify":1704164374699,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"蔚来这样,阿布为啥投?#蔚来#2023年上半年营收194.5亿,亏损106.5亿,前五年总共亏损764亿。很可能有人中饱私囊。蔚来采购部门吃回扣很离谱,不然现在车价能便宜十万。国家意志支持vc投早期创业公司。投非上市公司一般也有自己专注的赛道确实值。厂子黄了阿布都无所谓,正好搬回老家落地。那边真心缺正经项目到处拉投资续命,像是要饭的。年营销费用100亿? <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","listText":"蔚来这样,阿布为啥投?#蔚来#2023年上半年营收194.5亿,亏损106.5亿,前五年总共亏损764亿。很可能有人中饱私囊。蔚来采购部门吃回扣很离谱,不然现在车价能便宜十万。国家意志支持vc投早期创业公司。投非上市公司一般也有自己专注的赛道确实值。厂子黄了阿布都无所谓,正好搬回老家落地。那边真心缺正经项目到处拉投资续命,像是要饭的。年营销费用100亿? <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","text":"蔚来这样,阿布为啥投?#蔚来#2023年上半年营收194.5亿,亏损106.5亿,前五年总共亏损764亿。很可能有人中饱私囊。蔚来采购部门吃回扣很离谱,不然现在车价能便宜十万。国家意志支持vc投早期创业公司。投非上市公司一般也有自己专注的赛道确实值。厂子黄了阿布都无所谓,正好搬回老家落地。那边真心缺正经项目到处拉投资续命,像是要饭的。年营销费用100亿? $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/257281562337328","isVote":1,"tweetType":1,"viewCount":3923,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514720395585073","authorId":"3514720395585073","name":"yhyh","avatar":"https://static.tigerbbs.com/17feb249bb27c96ababa1284ba29755f","crmLevel":6,"crmLevelSwitch":0},"content":"这个中饱私囊的公司建了所有车企里最好的补能设施,还自研了芯片,自研了电池,自研了操作系统,自研了电机,自研了电控,自研了地盘控制器,自研了激光雷达芯片,做了个手机还搞了车手互联,还弄了全球第一款量产半固态电池,自研了座椅等等数不胜数,全球搞了 7700 项专利,还投资了一大堆供应链上最优秀的企业。另外有个号称效率贼高的企业研发费用也没少花,但是像样的技术成果一个也没看到,现在还在抓贪腐,真够讽刺的","text":"这个中饱私囊的公司建了所有车企里最好的补能设施,还自研了芯片,自研了电池,自研了操作系统,自研了电机,自研了电控,自研了地盘控制器,自研了激光雷达芯片,做了个手机还搞了车手互联,还弄了全球第一款量产半固态电池,自研了座椅等等数不胜数,全球搞了 7700 项专利,还投资了一大堆供应链上最优秀的企业。另外有个号称效率贼高的企业研发费用也没少花,但是像样的技术成果一个也没看到,现在还在抓贪腐,真够讽刺的","html":"这个中饱私囊的公司建了所有车企里最好的补能设施,还自研了芯片,自研了电池,自研了操作系统,自研了电机,自研了电控,自研了地盘控制器,自研了激光雷达芯片,做了个手机还搞了车手互联,还弄了全球第一款量产半固态电池,自研了座椅等等数不胜数,全球搞了 7700 项专利,还投资了一大堆供应链上最优秀的企业。另外有个号称效率贼高的企业研发费用也没少花,但是像样的技术成果一个也没看到,现在还在抓贪腐,真够讽刺的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239639294713856,"gmtCreate":1699533677002,"gmtModify":1699533681512,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v>理想还是挺超预期的,Q3单季营收新高,Q4预计单季交付新高,在新势力里算“遥遥领先”,也是首家实现盈利。个人觉得后面关注两个方面吧,一是问界M9对L9的影响力(M7对L7应该也有部分,但毕竟不是理想主打车型),二是新款MVP车型MEGA市场反响情况,用上宁德5C麒麟电池,倒是有点希望她卖得好","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v>理想还是挺超预期的,Q3单季营收新高,Q4预计单季交付新高,在新势力里算“遥遥领先”,也是首家实现盈利。个人觉得后面关注两个方面吧,一是问界M9对L9的影响力(M7对L7应该也有部分,但毕竟不是理想主打车型),二是新款MVP车型MEGA市场反响情况,用上宁德5C麒麟电池,倒是有点希望她卖得好","text":"$理想汽车(LI)$ 理想还是挺超预期的,Q3单季营收新高,Q4预计单季交付新高,在新势力里算“遥遥领先”,也是首家实现盈利。个人觉得后面关注两个方面吧,一是问界M9对L9的影响力(M7对L7应该也有部分,但毕竟不是理想主打车型),二是新款MVP车型MEGA市场反响情况,用上宁德5C麒麟电池,倒是有点希望她卖得好","images":[{"img":"https://static.tigerbbs.com/55167dd99b96fff231a84844efa7e55f","width":"933","height":"645"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239639294713856","isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":261956605988904,"gmtCreate":1704982231485,"gmtModify":1704982236089,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>拼多多也好不到哪去!在平台商家买的东西质量差,份量不是差一点。苹果广告10斤,拿到手连包装箱子5.2斤;衣服质量一般价格也不便宜。等等,体验感极差!直接卸载了pdd。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>拼多多也好不到哪去!在平台商家买的东西质量差,份量不是差一点。苹果广告10斤,拿到手连包装箱子5.2斤;衣服质量一般价格也不便宜。等等,体验感极差!直接卸载了pdd。","text":"$拼多多(PDD)$ 拼多多也好不到哪去!在平台商家买的东西质量差,份量不是差一点。苹果广告10斤,拿到手连包装箱子5.2斤;衣服质量一般价格也不便宜。等等,体验感极差!直接卸载了pdd。","images":[{"img":"https://static.tigerbbs.com/3ee46af5bec676b115a381750ec8fc97","width":"427","height":"411"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":4,"link":"https://laohu8.com/post/261956605988904","isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":253772533485576,"gmtCreate":1702992143672,"gmtModify":1702992146819,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>关于这次苹果在美国本土停售两款Apple Watch,其实还不是最终章,未来还存变数:第一,在12月25日前,拜登政府有可能否决ITC关于Apple Watch侵权的这项裁决,苹果这时候做出停售的决定,也是一种预防性措施。第二,苹果也说了,后续会提起诉讼,事实上,苹果也是一直在这么做,未来可能存在新的判决,使得有血氧功能的产品重新上架。第三,苹果目前正在通过优化软件来规避专利风险,但是这次争议的核心在硬件,除非苹果未来放弃血氧功能。但是,在健康需求旺盛的当下,血氧功能是标配,放弃的话也意味着苹果要失去一部分用户。因此,在市场压力下,说不定苹果会和Masimo达成合作,来保证产品的正常发售。当下,Apple Watch毫无疑问是整个智能手表市场的王者,占据近一半的市场份额。但是,更多的是SE版本销量的带动,旗舰版的销售占比大概在三分之一,而且禁售的只是美国市场,对于整体地位不会受到太大影响。另外要说一点,库克任期即将结束,但是各种争议和纠纷不少,加上被吐槽产品缺乏创新,下任CEO的工作着实不好做。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>关于这次苹果在美国本土停售两款Apple Watch,其实还不是最终章,未来还存变数:第一,在12月25日前,拜登政府有可能否决ITC关于Apple Watch侵权的这项裁决,苹果这时候做出停售的决定,也是一种预防性措施。第二,苹果也说了,后续会提起诉讼,事实上,苹果也是一直在这么做,未来可能存在新的判决,使得有血氧功能的产品重新上架。第三,苹果目前正在通过优化软件来规避专利风险,但是这次争议的核心在硬件,除非苹果未来放弃血氧功能。但是,在健康需求旺盛的当下,血氧功能是标配,放弃的话也意味着苹果要失去一部分用户。因此,在市场压力下,说不定苹果会和Masimo达成合作,来保证产品的正常发售。当下,Apple Watch毫无疑问是整个智能手表市场的王者,占据近一半的市场份额。但是,更多的是SE版本销量的带动,旗舰版的销售占比大概在三分之一,而且禁售的只是美国市场,对于整体地位不会受到太大影响。另外要说一点,库克任期即将结束,但是各种争议和纠纷不少,加上被吐槽产品缺乏创新,下任CEO的工作着实不好做。","text":"$苹果(AAPL)$ 关于这次苹果在美国本土停售两款Apple Watch,其实还不是最终章,未来还存变数:第一,在12月25日前,拜登政府有可能否决ITC关于Apple Watch侵权的这项裁决,苹果这时候做出停售的决定,也是一种预防性措施。第二,苹果也说了,后续会提起诉讼,事实上,苹果也是一直在这么做,未来可能存在新的判决,使得有血氧功能的产品重新上架。第三,苹果目前正在通过优化软件来规避专利风险,但是这次争议的核心在硬件,除非苹果未来放弃血氧功能。但是,在健康需求旺盛的当下,血氧功能是标配,放弃的话也意味着苹果要失去一部分用户。因此,在市场压力下,说不定苹果会和Masimo达成合作,来保证产品的正常发售。当下,Apple Watch毫无疑问是整个智能手表市场的王者,占据近一半的市场份额。但是,更多的是SE版本销量的带动,旗舰版的销售占比大概在三分之一,而且禁售的只是美国市场,对于整体地位不会受到太大影响。另外要说一点,库克任期即将结束,但是各种争议和纠纷不少,加上被吐槽产品缺乏创新,下任CEO的工作着实不好做。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":4,"link":"https://laohu8.com/post/253772533485576","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242084962758656,"gmtCreate":1700139126706,"gmtModify":1700139129366,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v>最后是这样的结果投资中的血泪教训啊如果说,发现团队本身出了问题,即使曾经创造了辉煌的战绩。。。也没用今天这份财报彻底击垮了我的信心。坚守了几年阿里我120综合成本,亏损高达35%。。。我要割肉了。。。。[喷血][喷血][喷血]","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v>最后是这样的结果投资中的血泪教训啊如果说,发现团队本身出了问题,即使曾经创造了辉煌的战绩。。。也没用今天这份财报彻底击垮了我的信心。坚守了几年阿里我120综合成本,亏损高达35%。。。我要割肉了。。。。[喷血][喷血][喷血]","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 最后是这样的结果投资中的血泪教训啊如果说,发现团队本身出了问题,即使曾经创造了辉煌的战绩。。。也没用今天这份财报彻底击垮了我的信心。坚守了几年阿里我120综合成本,亏损高达35%。。。我要割肉了。。。。[喷血][喷血][喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/242084962758656","isVote":1,"tweetType":1,"viewCount":2952,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":9,"crmLevelSwitch":1},"content":"要是买美股大科技,可能早回本了,看看今年英伟达都涨了多少","text":"要是买美股大科技,可能早回本了,看看今年英伟达都涨了多少","html":"要是买美股大科技,可能早回本了,看看今年英伟达都涨了多少"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219851419644016,"gmtCreate":1694704092434,"gmtModify":1694704155949,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"对理想增程车主的访谈,理想车主说理想车主群里很多理想车主在往纯电上转。理想增程给你加一个发动机号称没有里程焦虑,实际上却让增程车主比纯电车主多了3倍的里程焦虑,每天上下班以后就得找地方充电,如果你自己有家用桩还好,没有的话,就得每天花时间跑出去充电。增程更多的是一种心理安慰剂,买了以后却发现各种不方便。这也是理想必须发展纯电的理由,不然理想车主下一辆车会是小鹏和蔚来。 <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","listText":"对理想增程车主的访谈,理想车主说理想车主群里很多理想车主在往纯电上转。理想增程给你加一个发动机号称没有里程焦虑,实际上却让增程车主比纯电车主多了3倍的里程焦虑,每天上下班以后就得找地方充电,如果你自己有家用桩还好,没有的话,就得每天花时间跑出去充电。增程更多的是一种心理安慰剂,买了以后却发现各种不方便。这也是理想必须发展纯电的理由,不然理想车主下一辆车会是小鹏和蔚来。 <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","text":"对理想增程车主的访谈,理想车主说理想车主群里很多理想车主在往纯电上转。理想增程给你加一个发动机号称没有里程焦虑,实际上却让增程车主比纯电车主多了3倍的里程焦虑,每天上下班以后就得找地方充电,如果你自己有家用桩还好,没有的话,就得每天花时间跑出去充电。增程更多的是一种心理安慰剂,买了以后却发现各种不方便。这也是理想必须发展纯电的理由,不然理想车主下一辆车会是小鹏和蔚来。 $小鹏汽车(XPEV)$ $蔚来(NIO)$ $理想汽车(LI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/219851419644016","isVote":1,"tweetType":1,"viewCount":1530,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"与世界共赢","avatar":"https://static.tigerbbs.com/aa43e1884cfc75afa4b0cf362b272c86","crmLevel":8,"crmLevelSwitch":0},"content":"你要远行自驾就不会这样想了","text":"你要远行自驾就不会这样想了","html":"你要远行自驾就不会这样想了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281412473340000,"gmtCreate":1709730243940,"gmtModify":1709730245634,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"rivian在美国已经把特斯拉model sx干趴下了,25年r2出来看能不能把y干趴下 <a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>","listText":"rivian在美国已经把特斯拉model sx干趴下了,25年r2出来看能不能把y干趴下 <a 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$阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/285696757825552","isVote":1,"tweetType":1,"viewCount":9499,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010303","authorId":"10000000000010303","name":"每天涨停板敢死队","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0},"content":"你的观点真棒,非常赞同!非常感谢你的分享!👏","text":"你的观点真棒,非常赞同!非常感谢你的分享!👏","html":"你的观点真棒,非常赞同!非常感谢你的分享!👏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259092426821672,"gmtCreate":1704282968993,"gmtModify":1704287827702,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"不再是短期最佳选择了,DPST,TNA,LABU这些美股垃圾股领涨,这个位置空一下其实也正常,我个人刚才高点附近已经把FNGU的满仓卖了,然后换了一小半去SOXL,美股不是A股我不太敢完全空仓,现在是继续挂了个很低的位置去吸SOXL,有惊喜最好,没惊喜的话还有仓位继续上。然后还有一些小仓位的特斯拉 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Daily(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259092426821672","isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254145659449352,"gmtCreate":1703083238878,"gmtModify":1703083241304,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"很多人来问我美股什么时候见顶。猜顶和抄底,堪称卧龙凤雏,都是倾家产的事,前者想做空,后者想做多。依稀记得2014年与人有一局对赌,赌道指过不了18000点,那时候的我是犯了猜顶的忌讳。而今,道指已经是2014年的两倍有余。主观的臆断,都不是什么好事。所以,渣a不抄底,是必须要遵守的纪律。 <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>","listText":"很多人来问我美股什么时候见顶。猜顶和抄底,堪称卧龙凤雏,都是倾家产的事,前者想做空,后者想做多。依稀记得2014年与人有一局对赌,赌道指过不了18000点,那时候的我是犯了猜顶的忌讳。而今,道指已经是2014年的两倍有余。主观的臆断,都不是什么好事。所以,渣a不抄底,是必须要遵守的纪律。 <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>","text":"很多人来问我美股什么时候见顶。猜顶和抄底,堪称卧龙凤雏,都是倾家产的事,前者想做空,后者想做多。依稀记得2014年与人有一局对赌,赌道指过不了18000点,那时候的我是犯了猜顶的忌讳。而今,道指已经是2014年的两倍有余。主观的臆断,都不是什么好事。所以,渣a不抄底,是必须要遵守的纪律。 $道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/254145659449352","isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284283411398672,"gmtCreate":1710421505730,"gmtModify":1710421732513,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"B站2024的财报,说实话有点惨,营收225亿(几乎没有增长),亏损48亿。如果要到100亿美元市值,按市盈率20算,利润要有35亿人民币。参考毛利率24%,B站需要再增加(48+35)/ 24%=345亿的营业收入。营收增加345亿,按照现在的商业模式,明显是臣妾做不到哇。如果B站不尽快转盈利,现在的估值模型下,不可能上涨到100亿美元。当前B站只要一条路,想尽一切办法盈利,到时候估值模型一变,市值过百亿轻轻松松。 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v>","listText":"B站2024的财报,说实话有点惨,营收225亿(几乎没有增长),亏损48亿。如果要到100亿美元市值,按市盈率20算,利润要有35亿人民币。参考毛利率24%,B站需要再增加(48+35)/ 24%=345亿的营业收入。营收增加345亿,按照现在的商业模式,明显是臣妾做不到哇。如果B站不尽快转盈利,现在的估值模型下,不可能上涨到100亿美元。当前B站只要一条路,想尽一切办法盈利,到时候估值模型一变,市值过百亿轻轻松松。 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v>","text":"B站2024的财报,说实话有点惨,营收225亿(几乎没有增长),亏损48亿。如果要到100亿美元市值,按市盈率20算,利润要有35亿人民币。参考毛利率24%,B站需要再增加(48+35)/ 24%=345亿的营业收入。营收增加345亿,按照现在的商业模式,明显是臣妾做不到哇。如果B站不尽快转盈利,现在的估值模型下,不可能上涨到100亿美元。当前B站只要一条路,想尽一切办法盈利,到时候估值模型一变,市值过百亿轻轻松松。 $哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/284283411398672","isVote":1,"tweetType":1,"viewCount":7758,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513950802823958","authorId":"3513950802823958","name":"blood","avatar":"https://static.tigerbbs.com/fb8f62709be0ccaa582a0c0cafc5e6b8","crmLevel":5,"crmLevelSwitch":0},"content":"不是这样算的。盈利其实都可以做,现在的问题还是互联网老问题,就是看不看得到未来","text":"不是这样算的。盈利其实都可以做,现在的问题还是互联网老问题,就是看不看得到未来","html":"不是这样算的。盈利其实都可以做,现在的问题还是互联网老问题,就是看不看得到未来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259696913559552,"gmtCreate":1704430403634,"gmtModify":1704432119297,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>蔚来汽车,才是中国车企真正的骄傲,我为之前的草率评价、错误认知,道歉。而且,蔚来坚持高端定位,不卷价格战,靠产品、技术、差异化服务、设计等综合实力满足消费者的需求,这一点我是非常服气的。李斌,好样的","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>蔚来汽车,才是中国车企真正的骄傲,我为之前的草率评价、错误认知,道歉。而且,蔚来坚持高端定位,不卷价格战,靠产品、技术、差异化服务、设计等综合实力满足消费者的需求,这一点我是非常服气的。李斌,好样的","text":"$蔚来(NIO)$ 蔚来汽车,才是中国车企真正的骄傲,我为之前的草率评价、错误认知,道歉。而且,蔚来坚持高端定位,不卷价格战,靠产品、技术、差异化服务、设计等综合实力满足消费者的需求,这一点我是非常服气的。李斌,好样的","images":[{"img":"https://static.tigerbbs.com/0007ba885fd1f48d6b41d169fccd2fb2","width":"467","height":"383"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259696913559552","isVote":1,"tweetType":1,"viewCount":1170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":242421355745576,"gmtCreate":1700221157623,"gmtModify":1700221159203,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02268\">$药明合联(02268)$</a> 不太喜欢药明这个集团但是adc太🔥🔥🔥了赶快搞一点点观察仓看一看再说。。。","listText":"<a href=\"https://laohu8.com/S/02268\">$药明合联(02268)$</a> 不太喜欢药明这个集团但是adc太🔥🔥🔥了赶快搞一点点观察仓看一看再说。。。","text":"$药明合联(02268)$ 不太喜欢药明这个集团但是adc太🔥🔥🔥了赶快搞一点点观察仓看一看再说。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/242421355745576","isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":3,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","html":"这篇文章不错,转发给大家看看"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}