sshnii的个人主页 - 老虎社区

sshnii

sshnii

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IP属地：北京

69关注

19粉丝

1主题

0勋章

2024-10-22

$小鹏汽车(XPEV)$ 期待一根大阳线直接解套

2020-06-30

$跟谁学(GSX)$太可怕了[流泪][流泪][流泪]

2024-11-13

$小鹏汽车(XPEV)$ 为啥一直在跌呢？因为上周交付量不及预期？话说上周为啥交付这么低啊，不是MONA很多订单吗

2020-03-02

$百度(BIDU)$怎么办[笑哭][笑哭][笑哭]

2020-03-09

$百度(BIDU)$惨[笑哭][笑哭][笑哭]

2024-11-12

$老虎证券(TIGR)$ 买了200股，被套1个月...

2020-01-26

$小米集团-W(01810)$长期持有

2024-11-09

$小鹏汽车(XPEV)$ 11.12日小鹏飞行器要起飞了

2020-06-16

$跟谁学(GSX)$评论刷的吧？9秒内在不同的课程刷相同的评论？这手速，厉害了👍

2020-01-27

$百度(BIDU)$稳住，今年能上200

去老虎APP查看更多动态

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不会一发财报就跌吧...对中概股财报PTSD了[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372495936217144","isVote":1,"tweetType":1,"viewCount":3945,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20204374074352","authorId":"20204374074352","name":"嘻嘻","avatar":"https://static.tigerbbs.com/c32a6307dca8eb02960edf9f6b21329c","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"20204374074352","idStr":"20204374074352"},"content":"大概率是跌，就看跌得幅度了","text":"大概率是跌，就看跌得幅度了","html":"大概率是跌，就看跌得幅度了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371465773154600,"gmtCreate":1731729541014,"gmtModify":1731729545918,"author":{"id":"3498192345265979","authorId":"3498192345265979","name":"sshnii","avatar":"https://static.tigerbbs.com/f3170bab8ce9f6fbb294fee357e191cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498192345265979","idStr":"3498192345265979"},"themes":[],"htmlText":"<a 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为啥一直在跌呢？因为上周交付量不及预期？话说上周为啥交付这么低啊，不是MONA很多订单吗","images":[{"img":"https://static.tigerbbs.com/cd3c37909704245e5b5d3ac33487ca1d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370682816585736","isVote":1,"tweetType":1,"viewCount":3865,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500176385752541","authorId":"3500176385752541","name":"吻住硪还能硬","avatar":"https://static.tigerbbs.com/cc2195a707315c6c9312cf3a79ea78d2","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3500176385752541","idStr":"3500176385752541"},"content":"理想的数据看看就好，运动员当裁判员不可能客观","text":"理想的数据看看就好，运动员当裁判员不可能客观","html":"理想的数据看看就好，运动员当裁判员不可能客观"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370193417728064,"gmtCreate":1731406450666,"gmtModify":1731406873558,"author":{"id":"3498192345265979","authorId":"3498192345265979","name":"sshnii","avatar":"https://static.tigerbbs.com/f3170bab8ce9f6fbb294fee357e191cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498192345265979","idStr":"3498192345265979"},"themes":[],"htmlText":"<a 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#小鹏","images":[{"img":"https://static.tigerbbs.com/fb4260206840edd1edbb99b52e05e146","width":"1262","height":"452"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368126575706168","isVote":1,"tweetType":1,"viewCount":2977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":366225200501032,"gmtCreate":1730452087936,"gmtModify":1730452090076,"author":{"id":"3498192345265979","authorId":"3498192345265979","name":"sshnii","avatar":"https://static.tigerbbs.com/f3170bab8ce9f6fbb294fee357e191cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498192345265979","idStr":"3498192345265979"},"themes":[],"htmlText":"平均不到2分钟交付一台","listText":"平均不到2分钟交付一台","text":"平均不到2分钟交付一台","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366225200501032","repostId":"1130376565","repostType":2,"repost":{"id":"1130376565","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":1730450327,"share":"https://www.laohu8.com/m/news/1130376565?lang=zh_CN&edition=full","pubTime":"2024-11-01 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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>小鹏汽车：10月交付智能电动汽车23,917辆，创下新的月度纪录</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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小鹏汽车：10月交付智能电动汽车23,917辆，创下新的月度纪录\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\">2024-11-01 16:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五，小鹏汽车盘中涨逾5%。10月，小鹏汽车共交付智能电动汽车23,917辆，创下了月度交付量的新纪录，同比增长20%，环比增长12%。小鹏MONA M03连续第二个月交付量超过了10,000辆。</p><p>2024年前十个月，小鹏汽车共交付了智能电动汽车122,478辆，较去年同期增长了21%。</p><p>同时，蔚来涨0.78%，10月交付20976辆汽车，同比增长30.5%。理想汽车涨逾2%，10月交付新车51443辆，同比增长27.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/baf88378ac590827639b598487099930\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18913651eec374108a8b7e509a36ac23\" title=\"\" tg-width=\"369\" tg-height=\"800\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92ec133a3ad9e32b985baa598d18cc74","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130376565","content_text":"周五，小鹏汽车盘中涨逾5%。10月，小鹏汽车共交付智能电动汽车23,917辆，创下了月度交付量的新纪录，同比增长20%，环比增长12%。小鹏MONA 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href=\"https://laohu8.com/TW/940953245\" target=\"_blank\">《用高盛模型告诉你，百度应该如何估值（上）》</a> 软硬兼备的百度云 在高盛给百度整个新兴业务的15%估值里面，有12%的估值来自于百度云。<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 对于几大巨头的云业务，又是一个值得新开一篇文章的巨大话题了，在此我就先引用高盛模型中的观点，见下图：   下图为当前国内云市场的市场份额。  相对来说，我认为百度的市场竞争地位与腾讯和阿里这俩国内头部还是有很大差距，而且这个Gap也很难缩小，但其营收质量也还是要比近期被热炒、股价翻倍的 \"others\" 玩家要强上许多。 还有一块营收不小、同时增速不错的业务是小度智能音箱，这是囊括在云业务的估值中的 (上图红字C.2)。 对百度来说，硬件销售收入的多少可能意义并没有那么大，但其作为家庭流量入口的作用确是关键性的。 待其成为家庭的常备硬件之后，小度音箱会成为新的流量入口。这对爱奇艺、搜索、信息流、短视频等流量的提升，以及更多的其他互联网服务上，会带来更大的想象空间，这个模式可参考苹果和亚马逊。在这方面，百度只要别再拉胯，其实是有一些比较优势的，可利用百度的 DuerOS 和其国内第一的AI能力对用户终端实现赋能。 根据百度的一季度报 (见下图)，今年3月小度助手的语音交互次数达到33亿次，是去年同期的近5倍。小度助手语音交互总数达到65亿次，是去年同期的近3倍。(稍微吐槽一下，这种toC的消费产品，宣传的重点其实更应该在 \"人\"，而非抽象的 \"总次数\")   图：近日，国际权威调研机构Canalys2020年Q1智能音箱出货量报告出炉，数据显示，全球智能音箱2020年Q1出货量共2030万台。作为国","listText":"接上篇：<a href=\"https://laohu8.com/TW/940953245\" target=\"_blank\">《用高盛模型告诉你，百度应该如何估值（上）》</a> 软硬兼备的百度云 在高盛给百度整个新兴业务的15%估值里面，有12%的估值来自于百度云。<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 对于几大巨头的云业务，又是一个值得新开一篇文章的巨大话题了，在此我就先引用高盛模型中的观点，见下图：   下图为当前国内云市场的市场份额。  相对来说，我认为百度的市场竞争地位与腾讯和阿里这俩国内头部还是有很大差距，而且这个Gap也很难缩小，但其营收质量也还是要比近期被热炒、股价翻倍的 \"others\" 玩家要强上许多。 还有一块营收不小、同时增速不错的业务是小度智能音箱，这是囊括在云业务的估值中的 (上图红字C.2)。 对百度来说，硬件销售收入的多少可能意义并没有那么大，但其作为家庭流量入口的作用确是关键性的。 待其成为家庭的常备硬件之后，小度音箱会成为新的流量入口。这对爱奇艺、搜索、信息流、短视频等流量的提升，以及更多的其他互联网服务上，会带来更大的想象空间，这个模式可参考苹果和亚马逊。在这方面，百度只要别再拉胯，其实是有一些比较优势的，可利用百度的 DuerOS 和其国内第一的AI能力对用户终端实现赋能。 根据百度的一季度报 (见下图)，今年3月小度助手的语音交互次数达到33亿次，是去年同期的近5倍。小度助手语音交互总数达到65亿次，是去年同期的近3倍。(稍微吐槽一下，这种toC的消费产品，宣传的重点其实更应该在 \"人\"，而非抽象的 \"总次数\")   图：近日，国际权威调研机构Canalys2020年Q1智能音箱出货量报告出炉，数据显示，全球智能音箱2020年Q1出货量共2030万台。作为国","text":"接上篇：《用高盛模型告诉你，百度应该如何估值（上）》 软硬兼备的百度云 在高盛给百度整个新兴业务的15%估值里面，有12%的估值来自于百度云。$百度(BIDU)$ 对于几大巨头的云业务，又是一个值得新开一篇文章的巨大话题了，在此我就先引用高盛模型中的观点，见下图： 下图为当前国内云市场的市场份额。 相对来说，我认为百度的市场竞争地位与腾讯和阿里这俩国内头部还是有很大差距，而且这个Gap也很难缩小，但其营收质量也还是要比近期被热炒、股价翻倍的 \"others\" 玩家要强上许多。 还有一块营收不小、同时增速不错的业务是小度智能音箱，这是囊括在云业务的估值中的 (上图红字C.2)。 对百度来说，硬件销售收入的多少可能意义并没有那么大，但其作为家庭流量入口的作用确是关键性的。 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