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拓拔野
12-02
赛力斯的利润是真高
高管回应小米成毛利率提升最快车企:没有在毛利率上对谁发起冲击的打算
拓拔野
12-02
你在说什么???月产5000万只???
月产5000万只!当Labubu不再稀缺,泡泡玛特拿什么接棒?
拓拔野
11-25
$谷歌(GOOG)$
买入了,Gemini 3真的太猛了。不论现在是什么价格,我都建议买入
拓拔野
11-21
$禾赛(HSAI)$
真要奔10块走了
拓拔野
11-20
$禾赛-W(02525)$
难道因为小米和理想狂跌导致的?
拓拔野
11-20
$禾赛-W(02525)$
跌的有点过分了。。。业绩表现还是不错的,产品力和市场占有率也是正面的,这么狂跌
拓拔野
11-19
$小米集团-W(01810)$
凭一己之力带崩大盘。今天这种情况,其实说明资金不看财报,看情绪。
拓拔野
11-18
$禾赛-W(02525)$
巅峰时期的一半了
拓拔野
11-13
$哔哩哔哩(BILI)$
买入了,超跌了
拓拔野
11-13
$纳指三倍做空ETF(SQQQ)$
加入做空了
拓拔野
11-12
$禾赛(HSAI)$
空头有点猛
拓拔野
11-10
$小米集团-W(01810)$
空头不吸筹到足够低的筹码是不会做多的。本质上,做多的资金也是希望获得更低的筹码价格,股价压制下来反而多空双方成了一个共识
拓拔野
11-07
$诺和诺德(NVO)$
废了,暴利时代终结,和国内一样集采降价,都没有利润
拓拔野
11-06
$小米集团ADR(XIACY)$
不理解为什么能下跌动能会这么强,但是接受现状了,等财报日吧。
拓拔野
11-06
$小鹏汽车-W(09868)$
绝了,怎么可能是假的
拓拔野
10-31
为什么不能回购?
拓拔野
10-30
$理想汽车(LI)$
一蹶不振🤦♂️
拓拔野
10-28
严重了,不要被误导了。不要别人说你有问题,你就真的从自己身上找问题,自己的问题如果意识到了,好解决,但是大众的认知整体被引导了,这事小米解决不了,这需要时间让人们清醒
拓拔野
10-27
$小米集团-W(01810)$
什么?开门跌???
拓拔野
10-24
【投票贴】
$小米集团ADR(XIACY)$
真心点赞,看一下各位的信心。我说一下我的选择,看涨,且买入了看12月30号的涨期权。
去老虎APP查看更多动态
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17:50","market":"hk","language":"zh","title":"高管回应小米成毛利率提升最快车企:没有在毛利率上对谁发起冲击的打算","url":"https://stock-news.laohu8.com/highlight/detail?id=2588001039","media":"快科技","summary":"快科技12月2日消息,2025年第三季度已上市新势力车企毛利率表现上,小米增速最快,而公司高管也是正面回应。小米集团董事长特别助理、战略市场部副总经理徐洁云回应:“小米没有在毛利率上对谁发起冲击的打算。另,我们在Q3财报发布时说过,预期明年汽车业务毛利率会有下降。”按照之前小米公布的财报,旗下汽车毛利率增长显著,从2024年一季度的15.6%上升至2025年三季度的25.5%,成为主流品牌中毛利率提升最快的车企。","content":"<html><body><article><p>快科技12月2日消息,2025年第三季度已上市新势力车企毛利率表现上,<a href=\"https://laohu8.com/S/XIACY\">小米</a>增速最快,而公司高管也是正面回应。</p><p><strong><a href=\"https://laohu8.com/S/01810\">小米</a>集团董事长特别助理、战略市场部副总经理徐洁云回应:“<a href=\"https://laohu8.com/S/81810\">小米</a>没有在毛利率上对谁发起冲击的打算。另,我们在Q3财报发布时说过,预期明年汽车业务毛利率会有下降。”</strong></p><p>按照之前小米公布的财报,旗下汽车毛利率增长显著,从2024年一季度的15.6%上升至2025年三季度的25.5%,成为主流品牌中毛利率提升最快的车企。</p><p>当然了,在已上市的新势力品牌中,<a href=\"https://laohu8.com/S/601127\">赛力斯</a>以30%的毛利率领跑行业,成为本季度唯一突破30%大关的品牌。</p><p><a href=\"https://laohu8.com/S/LI\">理想</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和小鹏的毛利率分别是19.8%、14.7%和13.1%,而<a href=\"https://laohu8.com/S/ZK\">极氪</a>、<a href=\"https://laohu8.com/S/09863\">零跑</a>毛利率亦逐步增长,2025年三季度分别达到15.6%和14.5%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251202175615781d1529bjjen9y0fg\"/></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>高管回应小米成毛利率提升最快车企:没有在毛利率上对谁发起冲击的打算</title>\n<style 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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高管回应小米成毛利率提升最快车企:没有在毛利率上对谁发起冲击的打算\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-02 17:50 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202175619a4c7cf2b&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技12月2日消息,2025年第三季度已上市新势力车企毛利率表现上,小米增速最快,而公司高管也是正面回应。小米集团董事长特别助理、战略市场部副总经理徐洁云回应:“小米没有在毛利率上对谁发起冲击的打算。另,我们在Q3财报发布时说过,预期明年汽车业务毛利率会有下降。”按照之前小米公布的财报,旗下汽车毛利率增长显著,从2024年一季度的15.6%上升至2025年三季度的25.5%,成为主流品牌中毛利率...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202175619a4c7cf2b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1615":"港股-互联网","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0169518387.USD":"JPM 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EQUITY \"AC\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202175619a4c7cf2b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588001039","content_text":"快科技12月2日消息,2025年第三季度已上市新势力车企毛利率表现上,小米增速最快,而公司高管也是正面回应。小米集团董事长特别助理、战略市场部副总经理徐洁云回应:“小米没有在毛利率上对谁发起冲击的打算。另,我们在Q3财报发布时说过,预期明年汽车业务毛利率会有下降。”按照之前小米公布的财报,旗下汽车毛利率增长显著,从2024年一季度的15.6%上升至2025年三季度的25.5%,成为主流品牌中毛利率提升最快的车企。当然了,在已上市的新势力品牌中,赛力斯以30%的毛利率领跑行业,成为本季度唯一突破30%大关的品牌。理想、蔚来和小鹏的毛利率分别是19.8%、14.7%和13.1%,而极氪、零跑毛利率亦逐步增长,2025年三季度分别达到15.6%和14.5%。","news_type":1,"symbols_score_info":{"81810":0.6,"09868":0.9,"MIUmain":0.6,"09863":0.9,"HXXD.SI":0.6,"02015":0.9,"09866":0.9,"01810":1.5,"XIACY":0.6,"09927":0.9}},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506526814814376,"gmtCreate":1764639800445,"gmtModify":1764639802707,"author":{"id":"3481148797461826","authorId":"3481148797461826","name":"拓拔野","avatar":"https://static.tigerbbs.com/67a9593b78528172ba5efe083bc70fd7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481148797461826","idStr":"3481148797461826"},"themes":[],"title":"","htmlText":"你在说什么???月产5000万只???","listText":"你在说什么???月产5000万只???","text":"你在说什么???月产5000万只???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506526814814376","repostId":"2588749538","repostType":2,"repost":{"id":"2588749538","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1764571787,"share":"https://www.laohu8.com/m/news/2588749538?lang=&edition=full","pubTime":"2025-12-01 14:49","market":"sg","language":"zh","title":"月产5000万只!当Labubu不再稀缺,泡泡玛特拿什么接棒?","url":"https://stock-news.laohu8.com/highlight/detail?id=2588749538","media":"华尔街见闻","summary":"德银警告,泡泡玛特正在遭遇“可获得性悖论”(Availability Paradox)。随着产能极其激进地扩张至年底的月产5000万个,Labubu正从稀缺的潮流IP迅速沦为大众消费品,对于依赖“酷”和“稀缺”属性的潮流玩具而言,这种普及往往是热度衰退的前兆。如果Labubu热度在2026年见顶且无新爆款接力(熊市情景),届时泡泡玛特估值压力将陡增。","content":"<html><head></head><body><p>德银警告,<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>正在遭遇“可获得性悖论”(Availability Paradox)。随着产能极其激进地扩张至年底的月产5000万个,Labubu正从稀缺的潮流IP迅速沦为大众消费品,稀缺性溢价的消失将直接打击其时尚属性和二级市场价格。</p><p>据追风交易台消息,德银在12月1日的报告中表示,市场习惯于根据2025年的爆发式增长线性推导未来,但当前由Labubu推动的强劲增长掩盖了泡泡玛特供需反转的巨大风险。</p><p>如果Labubu热度在2026年见顶且无新爆款接力(熊市情景),届时泡泡玛特估值压力将陡增。基于2025年预期的市盈率(18x/20x),德银分析师给予泡泡玛特持有评级,港股目标价228港元,</p><h2 id=\"id_907308799\">产能狂飙与稀缺性的终结:从1000万到5000万</h2><p>德银认为,泡泡玛特正在进行一场危险的赌博:用稀缺性换取短期收入规模。为了满足激增的需求,泡泡玛特的产能已从上半年的月均约1000万个,疯狂拉升至年底的月均5000万个。</p><p>这一举措虽然将在2025年带来约为145亿人民币的调整后净利润,但也不仅解决了供应瓶颈,更制造了“可获得性悖论”。曾经的一货难求变成了随处可见,Labubu正从供应受限的“时尚单品”转变为“大众商品”。</p><p>德银警告,<strong>对于依赖“酷”和“稀缺”属性的潮流玩具而言,这种普及往往是热度衰退的前兆。</strong></p><p>作为衡量IP热度最敏感的晴雨表,二级市场价格已发出预警。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c60a5e0a67e697efea2540eb2836afb2\" tg-width=\"1024\" tg-height=\"381\"/></p><p>自2025年8月以来,随着供应洪峰的到来,Labubu及其他热门IP的溢价全线溃退:</p><blockquote><p>溢价腰斩: 热门的Labubu“隐藏款”溢价缩水超过50%。</p><p>现货破发: Labubu 3.0和4.0的常规款在“千岛”或“闲鱼”上的挂牌价已跌破官方零售价。</p><p>具体案例: Labubu 1.0 “Exciting Macaron” 隐藏款价格自峰值下跌50%;Labubu 3.0 “Love” 款自峰值下跌81%;Crypto Wild but Cutie 系列隐藏款甚至下跌了100%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3bcd330a0741e1a01216ee825211b8e\" tg-width=\"1024\" tg-height=\"588\"/></p><p>当黄牛无利可图,收藏者发现甚至可以原价在电商平台买到时,恐慌性的囤货需求将瞬间消失,进而反噬一级市场销量。</p><h2 id=\"id_1754946526\">海外市场:从“排队抢购”到“货架积压”</h2><p><strong>海外市场的热度同样面临考验。在2025年中期,消费者需要排队数小时或预订数月才能买到Labubu,这种稀缺性曾将海外单店坪效推至奢侈品级别。</strong></p><p>然而,最新的渠道检查显示情况已发生根本逆转。在美国、英国、澳大利亚等主要市场,无论是泡泡玛特官网还是<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>,曾经紧俏的Labubu、Crybaby等产品现在均显示“有货”(Yes)。</p><p>与此同时,Labubu在<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>上的搜索热度自2025年中期以来持续下降。这意味着新用户的关注度正在降低,而货源却源源不断,这一剪刀差将不可避免地导致单店生产力下降。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1adc352d27dd5dc2cf88578883fd6fe8\" tg-width=\"824\" tg-height=\"578\"/></p><p>更令投资者担忧的是新品发布的市场反馈。近期推出的“Labubu Mini”和“The Monsters 1 a.m.”系列遭遇了滑铁卢:</p><blockquote><p>销售放缓: 11月7日发布的“The Monsters 1 a.m.”系列(原价79元人民币)未能像以前那样瞬间售罄。</p><p>即刻打折: 新品发布后几乎立即在二级市场出现折扣,价格跌破发行价。</p><p>口碑分化: 社交媒体上关于设计和质量的负面评价增多。</p></blockquote><p><strong>这表明消费者对LabubuIP可能已产生“时尚疲劳”,单纯依靠增加供应量已无法掩盖产品吸引力的下降。</strong></p><h2 id=\"id_2777540085\">估值情景推演:13倍还是23倍?</h2><p>德银维持泡泡玛特“持有”评级,目标价228港元。鉴于Labubu热度走势的不确定性,德银给出了截然不同的两种估值情景:</p><blockquote><p>熊市情景(Bear Case):</p><p>假设Labubu热度在2026年见顶下滑,且无新IP接棒。预计2026年中国收入同比下降20%,海外收入下降10%。这将导致2026年净利润降至106亿人民币(RMB 10.6 billion),隐含市盈率将升至23倍,估值压力巨大。</p><p>牛市情景(Bull Case):</p><p>假设增长势头持续且新IP爆发。中国收入增长30%,海外增长50%。2026年净利润将超过231亿人民币(RMB 23.1 billion),隐含市盈率降至13倍,股票将迎来重新评级。</p></blockquote></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>月产5000万只!当Labubu不再稀缺,泡泡玛特拿什么接棒?</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\">\n月产5000万只!当Labubu不再稀缺,泡泡玛特拿什么接棒?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-01 14:49 北京时间 <a href=https://wallstreetcn.com/articles/3760437><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>德银警告,泡泡玛特正在遭遇“可获得性悖论”(Availability Paradox)。随着产能极其激进地扩张至年底的月产5000万个,Labubu正从稀缺的潮流IP迅速沦为大众消费品,稀缺性溢价的消失将直接打击其时尚属性和二级市场价格。据追风交易台消息,德银在12月1日的报告中表示,市场习惯于根据2025年的爆发式增长线性推导未来,但当前由Labubu推动的强劲增长掩盖了泡泡玛特供需反转的巨大...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3760437\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/bc5fa21dc722683081d628ec61f0fd6f","relate_stocks":{"BK1224":"专卖店","09992":"泡泡玛特"},"source_url":"https://wallstreetcn.com/articles/3760437","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588749538","content_text":"德银警告,泡泡玛特正在遭遇“可获得性悖论”(Availability 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 找不到原因,今天下跌的太过突然,没找到什么利空的消息,恒指从大涨到小幅回调,小米没有跟进大涨,但是却在回调期快速的下挫,说明股价有一定的脆弱性,脆弱性本身就容易带来恐慌性的抛盘,要知道已经开连续下挫了10天,早就进入了超卖阶段,从资金面上就具备大幅回调的高概率,且手机,汽车销量双重利好,都在增长,但是却很持续走低,且基本面也没有改变,还是按照的原来的方案和战略在做的企业经营,要说因为舆论的高压能理解,但是持续的因为舆论影响资金面的选择,我不觉得有这么大的影响力,舆论能影响个人的情绪选择,但是影响不了理性的判断。 到底有什么是我们不知道的事发生了????","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 找不到原因,今天下跌的太过突然,没找到什么利空的消息,恒指从大涨到小幅回调,小米没有跟进大涨,但是却在回调期快速的下挫,说明股价有一定的脆弱性,脆弱性本身就容易带来恐慌性的抛盘,要知道已经开连续下挫了10天,早就进入了超卖阶段,从资金面上就具备大幅回调的高概率,且手机,汽车销量双重利好,都在增长,但是却很持续走低,且基本面也没有改变,还是按照的原来的方案和战略在做的企业经营,要说因为舆论的高压能理解,但是持续的因为舆论影响资金面的选择,我不觉得有这么大的影响力,舆论能影响个人的情绪选择,但是影响不了理性的判断。 到底有什么是我们不知道的事发生了????","text":"$小米集团-W(01810)$ 找不到原因,今天下跌的太过突然,没找到什么利空的消息,恒指从大涨到小幅回调,小米没有跟进大涨,但是却在回调期快速的下挫,说明股价有一定的脆弱性,脆弱性本身就容易带来恐慌性的抛盘,要知道已经开连续下挫了10天,早就进入了超卖阶段,从资金面上就具备大幅回调的高概率,且手机,汽车销量双重利好,都在增长,但是却很持续走低,且基本面也没有改变,还是按照的原来的方案和战略在做的企业经营,要说因为舆论的高压能理解,但是持续的因为舆论影响资金面的选择,我不觉得有这么大的影响力,舆论能影响个人的情绪选择,但是影响不了理性的判断。 到底有什么是我们不知道的事发生了????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/491618635313584","isVote":1,"tweetType":1,"viewCount":9821,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103686842895780","authorId":"4103686842895780","name":"取好好听的名字","avatar":"https://static.tigerbbs.com/ed43cfb9e8dc4586be87bda011d590ca","crmLevel":5,"crmLevelSwitch":0,"idStr":"4103686842895780","authorIdStr":"4103686842895780"},"content":"这波下跌不就是小米着火车门焊死吗?小米汽车安全性遭严重质疑,这次翻身比较难","text":"这波下跌不就是小米着火车门焊死吗?小米汽车安全性遭严重质疑,这次翻身比较难","html":"这波下跌不就是小米着火车门焊死吗?小米汽车安全性遭严重质疑,这次翻身比较难"},{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"idStr":"3566290818801808","authorIdStr":"3566290818801808"},"content":"小米今年作为上半年最好的几个票,主要是南下机构超买. 外资对小米一直不怎么感冒. 这一波估计是南下资金在互相超卖. 这是机构的一贯风格.","text":"小米今年作为上半年最好的几个票,主要是南下机构超买. 外资对小米一直不怎么感冒. 这一波估计是南下资金在互相超卖. 这是机构的一贯风格.","html":"小米今年作为上半年最好的几个票,主要是南下机构超买. 外资对小米一直不怎么感冒. 这一波估计是南下资金在互相超卖. 这是机构的一贯风格."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348006545170632,"gmtCreate":1725984165607,"gmtModify":1726042810177,"author":{"id":"3481148797461826","authorId":"3481148797461826","name":"拓拔野","avatar":"https://static.tigerbbs.com/67a9593b78528172ba5efe083bc70fd7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481148797461826","authorIdStr":"3481148797461826"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 其实,AI 的故事已经很难讲下去了,苹果的这次发布会原本以为会对 ai 是个大利好,没想到讲了个寂寞,苹果都无法在 Ai 领域带来惊喜,那应用端的 ai 故事更难去丰富一下了。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 其实,AI 的故事已经很难讲下去了,苹果的这次发布会原本以为会对 ai 是个大利好,没想到讲了个寂寞,苹果都无法在 Ai 领域带来惊喜,那应用端的 ai 故事更难去丰富一下了。","text":"$英伟达(NVDA)$ 其实,AI 的故事已经很难讲下去了,苹果的这次发布会原本以为会对 ai 是个大利好,没想到讲了个寂寞,苹果都无法在 Ai 领域带来惊喜,那应用端的 ai 故事更难去丰富一下了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":2,"link":"https://laohu8.com/post/348006545170632","isVote":1,"tweetType":1,"viewCount":9684,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542405236909778","authorId":"3542405236909778","name":"泰戈尔何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3542405236909778","authorIdStr":"3542405236909778"},"content":"颠覆性创新从来都是要靠新公司的,比如OpenAI。原有的大公司创新不成功很正常,没有理由认为苹果会是AI应用的领导者,他们只是要用ai为由头卖手机而已","text":"颠覆性创新从来都是要靠新公司的,比如OpenAI。原有的大公司创新不成功很正常,没有理由认为苹果会是AI应用的领导者,他们只是要用ai为由头卖手机而已","html":"颠覆性创新从来都是要靠新公司的,比如OpenAI。原有的大公司创新不成功很正常,没有理由认为苹果会是AI应用的领导者,他们只是要用ai为由头卖手机而已"},{"author":{"id":"3543817151299418","authorId":"3543817151299418","name":"sololast","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3543817151299418","authorIdStr":"3543817151299418"},"content":"指望苹果都不如指望特斯拉 特斯拉的fsd还有机器人才是ai方向的延伸 手机ai个锤子","text":"指望苹果都不如指望特斯拉 特斯拉的fsd还有机器人才是ai方向的延伸 手机ai个锤子","html":"指望苹果都不如指望特斯拉 特斯拉的fsd还有机器人才是ai方向的延伸 手机ai个锤子"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477914035728816,"gmtCreate":1757687891520,"gmtModify":1757687893366,"author":{"id":"3481148797461826","authorId":"3481148797461826","name":"拓拔野","avatar":"https://static.tigerbbs.com/67a9593b78528172ba5efe083bc70fd7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481148797461826","authorIdStr":"3481148797461826"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 其实看好苹果的air系列的销量","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 其实看好苹果的air系列的销量","text":"$苹果(AAPL)$ 其实看好苹果的air系列的销量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/477914035728816","isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4191486433547882","authorId":"4191486433547882","name":"G Tony","avatar":"https://static.tigerbbs.com/e346772c08704f4b59cd4109f68719ba","crmLevel":6,"crmLevelSwitch":1,"idStr":"4191486433547882","authorIdStr":"4191486433547882"},"content":"准备入手air","text":"准备入手air","html":"准备入手air"},{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"老巴没有把苹果仓位降到五成以下之前不要看空","text":"老巴没有把苹果仓位降到五成以下之前不要看空","html":"老巴没有把苹果仓位降到五成以下之前不要看空"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360316047220760,"gmtCreate":1728986083299,"gmtModify":1729153804468,"author":{"id":"3481148797461826","authorId":"3481148797461826","name":"拓拔野","avatar":"https://static.tigerbbs.com/67a9593b78528172ba5efe083bc70fd7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481148797461826","authorIdStr":"3481148797461826"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 昨晚爆了不少仓,不然不会这么一连串的间歇性暴跌","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 昨晚爆了不少仓,不然不会这么一连串的间歇性暴跌","text":"$老虎证券(TIGR)$ 昨晚爆了不少仓,不然不会这么一连串的间歇性暴跌","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":14,"repostSize":1,"link":"https://laohu8.com/post/360316047220760","isVote":1,"tweetType":1,"viewCount":7597,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570843245053787","authorId":"3570843245053787","name":"TF美股","avatar":"https://static.tigerbbs.com/7ace0ac1f32094ab197a3730bc27afce","crmLevel":2,"crmLevelSwitch":0,"idStr":"3570843245053787","authorIdStr":"3570843245053787"},"content":"老虎这一波害了不少人,但斌微博说亏了上亿的就是买了老虎","text":"老虎这一波害了不少人,但斌微博说亏了上亿的就是买了老虎","html":"老虎这一波害了不少人,但斌微博说亏了上亿的就是买了老虎"},{"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":4,"crmLevelSwitch":0,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"content":"扯淡吧,几个亿还是现金的人没点风险意识还来搏命一波流?止损都不设 怀疑他是贪来的","text":"扯淡吧,几个亿还是现金的人没点风险意识还来搏命一波流?止损都不设 怀疑他是贪来的","html":"扯淡吧,几个亿还是现金的人没点风险意识还来搏命一波流?止损都不设 怀疑他是贪来的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440282303389808,"gmtCreate":1748529596925,"gmtModify":1748529598311,"author":{"id":"3481148797461826","authorId":"3481148797461826","name":"拓拔野","avatar":"https://static.tigerbbs.com/67a9593b78528172ba5efe083bc70fd7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481148797461826","authorIdStr":"3481148797461826"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DUO\">$房多多(DUO)$ </a> 入1万股,合股前赌一把","listText":"<a href=\"https://laohu8.com/S/DUO\">$房多多(DUO)$ </a> 入1万股,合股前赌一把","text":"$房多多(DUO)$ 入1万股,合股前赌一把","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/440282303389808","isVote":1,"tweetType":1,"viewCount":2917,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4191669309376080","authorId":"4191669309376080","name":"百里扶苏.","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4191669309376080","authorIdStr":"4191669309376080"},"content":"合股后也无所谓,等风来","text":"合股后也无所谓,等风来","html":"合股后也无所谓,等风来"},{"author":{"id":"3481148797461826","authorId":"3481148797461826","name":"拓拔野","avatar":"https://static.tigerbbs.com/67a9593b78528172ba5efe083bc70fd7","crmLevel":9,"crmLevelSwitch":0,"idStr":"3481148797461826","authorIdStr":"3481148797461826"},"content":"6.23 号之前合股","text":"6.23 号之前合股","html":"6.23 号之前合股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387186551021960,"gmtCreate":1735569417213,"gmtModify":1735569418444,"author":{"id":"3481148797461826","authorId":"3481148797461826","name":"拓拔野","avatar":"https://static.tigerbbs.com/67a9593b78528172ba5efe083bc70fd7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481148797461826","authorIdStr":"3481148797461826"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DUO\">$房多多(DUO)$ </a> 0.5 以上的价格别碰。0.5 以下还有的是机会","listText":"<a href=\"https://laohu8.com/S/DUO\">$房多多(DUO)$ </a> 0.5 以上的价格别碰。0.5 以下还有的是机会","text":"$房多多(DUO)$ 0.5 以上的价格别碰。0.5 以下还有的是机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/387186551021960","isVote":1,"tweetType":1,"viewCount":2560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337734803571072,"gmtCreate":1723475475956,"gmtModify":1723475997637,"author":{"id":"3481148797461826","authorId":"3481148797461826","name":"拓拔野","avatar":"https://static.tigerbbs.com/67a9593b78528172ba5efe083bc70fd7","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3481148797461826","authorIdStr":"3481148797461826"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 这波动有意思了,竟然砸不动了🤔,卖出多少亿的差额就跌多少比例,那这种情况后半夜搞不好要回调回去不少,整个的大盘已经翻红,特斯拉很难再跌下去了,这个就是大盘的影响,已经止跌了,就看回调多少了,今天有一定概率翻红,就看后半段的信心了,195 的价格拿着等明后天吧,即便明天特朗普和马斯克的对话有利空消息,也不会跌到 190,但是,但凡有利好,200 以上还是比较轻松的。总体来说,今天的波动都已经可以不用太关注了,就看做多的价位点是多少~ 不过,回想一下做空的逻辑,既然能有这么多卖出资金,至少美国那边的部分机构和个人群体其实已经不太看好特朗普了,押宝哈里斯,做空特朗普应该是这帮金融机构的基本共识,现在还是看两边的舆论实力和资金实力,特拉斯和特朗普的股票应该会经历大涨大跌,但是幅度不会超过 5%-6%,相比较上周来说应该属于可控范围,不会超跌和超涨,但是会连续几天。 这个时候就是看各自的选边站了,当然我选择马斯克和特朗普了咯,核心还是价格得有足够的空间,195 这个价格就今天来说差不多了,再低也很难有机会了,即便是跌也属于较低的做空空间,但是有较大的做多空间,哪个赢面大,就看自己的选择了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 这波动有意思了,竟然砸不动了🤔,卖出多少亿的差额就跌多少比例,那这种情况后半夜搞不好要回调回去不少,整个的大盘已经翻红,特斯拉很难再跌下去了,这个就是大盘的影响,已经止跌了,就看回调多少了,今天有一定概率翻红,就看后半段的信心了,195 的价格拿着等明后天吧,即便明天特朗普和马斯克的对话有利空消息,也不会跌到 190,但是,但凡有利好,200 以上还是比较轻松的。总体来说,今天的波动都已经可以不用太关注了,就看做多的价位点是多少~ 不过,回想一下做空的逻辑,既然能有这么多卖出资金,至少美国那边的部分机构和个人群体其实已经不太看好特朗普了,押宝哈里斯,做空特朗普应该是这帮金融机构的基本共识,现在还是看两边的舆论实力和资金实力,特拉斯和特朗普的股票应该会经历大涨大跌,但是幅度不会超过 5%-6%,相比较上周来说应该属于可控范围,不会超跌和超涨,但是会连续几天。 这个时候就是看各自的选边站了,当然我选择马斯克和特朗普了咯,核心还是价格得有足够的空间,195 这个价格就今天来说差不多了,再低也很难有机会了,即便是跌也属于较低的做空空间,但是有较大的做多空间,哪个赢面大,就看自己的选择了","text":"$特斯拉(TSLA)$ 这波动有意思了,竟然砸不动了🤔,卖出多少亿的差额就跌多少比例,那这种情况后半夜搞不好要回调回去不少,整个的大盘已经翻红,特斯拉很难再跌下去了,这个就是大盘的影响,已经止跌了,就看回调多少了,今天有一定概率翻红,就看后半段的信心了,195 的价格拿着等明后天吧,即便明天特朗普和马斯克的对话有利空消息,也不会跌到 190,但是,但凡有利好,200 以上还是比较轻松的。总体来说,今天的波动都已经可以不用太关注了,就看做多的价位点是多少~ 不过,回想一下做空的逻辑,既然能有这么多卖出资金,至少美国那边的部分机构和个人群体其实已经不太看好特朗普了,押宝哈里斯,做空特朗普应该是这帮金融机构的基本共识,现在还是看两边的舆论实力和资金实力,特拉斯和特朗普的股票应该会经历大涨大跌,但是幅度不会超过 5%-6%,相比较上周来说应该属于可控范围,不会超跌和超涨,但是会连续几天。 这个时候就是看各自的选边站了,当然我选择马斯克和特朗普了咯,核心还是价格得有足够的空间,195 这个价格就今天来说差不多了,再低也很难有机会了,即便是跌也属于较低的做空空间,但是有较大的做多空间,哪个赢面大,就看自己的选择了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/337734803571072","isVote":1,"tweetType":1,"viewCount":10477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}