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gguohui
08-22
我平仓了
$TSLA 20240823 220.0 CALL$
,我还是玩儿股票吧。。期权,我把握不住
gguohui
2023-08-10
支持😁//
@小虎产品经理
:亲爱的小虎们, 当你看到其它用户赚钱晒单,想不想在下单时就通知你一下? 为什么交易同一支股票,有人赚钱有人亏钱?你想知道他们是怎么操作的吗? 你想看看其他投资者高手们的实盘分享吗? 如果你的答案是“是的”,请关注老虎新上线的“交易分享”功能! 目前测试阶段,部分用户已开通交易分享功能, 而你只需要点击分享者头像下方的交易分享模块,就可以进入他们的投资分享主页,这里可以看到他们的历史收益、过往订单等情况。 如果你觉得这些分享者们的交易有参考价值,在入金的前提下,只要订阅交易分享, 就可以通过“Push”、“消息中心”等方式,收到他们的调仓信息! 目前第一批开通该功能的用户有(排名不分先后):
@狮子做
:毕业于清华大学,建筑师。趋势交易者,遵循中长期趋势。唯一的交易依据,就是K线图形和设计改良后的技术指标。2021年底抓住美股回头的趋势,并在2022年做空美股获得大幅跑赢市场的收益。
@躺平指数
:价值投机,顺势而为。关注互联网,关注消费,更关注周期股!
@小老虎哈哈
:从赔15万到收益率300%的程序员小姐姐! 如果想紧密学习他们的交易,快快关注起来吧! 风险提示: 开通交易分享功能的用户提供的信息仅供参考,不构成投资建议,您应根据自身财务状况、投资目标等情况自主做出投资决策并承担投资风险,老虎不承担任何责任。投资有风险,入市需谨慎。
@小虎产品经理:【掘金交易单】交易分享功能来了!
gguohui
04-26
我开仓了
$MSFT 20240426 415.0 CALL$
,管住手,每天call 3次
gguohui
08-23
我平仓了
$三倍做多富时中国ETF-Direxion(YINN)$
,清仓了。中丐不值得拥有。
gguohui
08-26
我开仓了
$英伟达(NVDA)$
,8月28日财报前,可以随便买。逢低位就做多。
gguohui
2023-12-22
转:因为大家问的比较多,说一下我对于游戏征询意见稿的一些看法。 首先,个人理解对于每日登录、首冲这些影响不是很大。可以通过一些别的套路规避。 比如每日登录奖励,不要登录白送道具就行。给个超简单的任务,比如广场发个言就能获得奖励。 再比如首冲奖励,可以包装成只能买一次的超便宜礼包就行。 核心是付费限额的问题。目前是征询意见稿,没有给定一个具体的数额。但是对产业的影响有多大要看1)会不会有一个具体统一的上限在正式稿落地。(如果有的话,对高ARPU的游戏影响更大) 2)业内也有表示实际更可能是各游戏要公示充值上限。(那就影响有限,只是会卡极端充值) 游戏这个事情,问了一下,游戏公司那边都没有预期,今天上午发出来才知道,然后这个会有多大影响完全取决于执行力度,目前还不清楚为啥突然监管变严,最终影响多大还需要继续了解 游戏新规里提到的最大影响是限额问题,玩过网游的都清楚,充钱可以变强的游戏类型里,一定要有老板,现在不让老板充值,会导致这类游戏整个生命周期量价双杀(流量变少+营收天花板降低),竞技类游戏(充钱不能变强的公平竞技类型)受影响幅度相对更小。 目前只提到了单次限额,总额虽然还没有限制,但这个时候JG态度的变化才是核心矛盾,所以如果市场解读为大转向,总额的限制也会包含在定价预期
$腾讯控股(00700)$
$网易(NTES)$
gguohui
08-22
我平仓了
$LI 20240823 21.0 CALL$
,做错。。。收工。认栽。
gguohui
04-30
我开仓了
$百度(BIDU)$
,不用说了。Fsd中国第一股。走起!
gguohui
2023-08-02
我平仓了17手
$SQQQ 20230804 17.5 CALL$
,平仓啦!
gguohui
08-26
我平仓了
$英伟达(NVDA)$
,换了,冲拼多多!
gguohui
08-22
我开仓了
$特朗普媒体科技集团(DJT)$
,支持率反超!大楚兴,川普王
gguohui
2023-07-26
我开仓了5手
$XPEV 20230728 19.5 PUT$
,不喜欢小鹏,就这么简单。最近中概股和美股都涨的太凶狠了,put一下更健康。
gguohui
09-04
我平仓了
$拼多多(PDD)$
,回本有望!
gguohui
08-22
我开仓了
$TSLA 20240823 220.0 CALL$
,再来!输了就不玩儿了
gguohui
08-22
I opened
$Trump Media & Technology(DJT)$
,maga!
gguohui
2023-08-17
大哥。。投资逻辑是?//
@啊啊啊啊呀
:来看看我最新分享的订单!
@啊啊啊啊呀:我开仓了
$腾讯音乐(TME)$
,来看看我最新分享的订单!
gguohui
2023-08-12
我开仓了0.01048股
$阿里巴巴(BABA)$
,来看看我最新分享的订单!
gguohui
2023-07-19
我开仓了10手
$FUBO 20230721 3.0 PUT$
,涨的也太凶残了吧?买个put保平安。
gguohui
08-26
我开仓了
$拼多多(PDD)$
,为国做多拼多多!
gguohui
04-29
我开仓了
$TSLA 20240503 192.5 PUT$
,来看看我最新分享的订单!
去老虎APP查看更多动态
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07:33","market":"sh","language":"en","title":"Serve Robotics: Dilution Likely, Stay Clear","url":"https://stock-news.laohu8.com/highlight/detail?id=2470029061","media":"seekingalpha","summary":"Serve Robotics faces significant challenges in scaling operations and achieving profitability due to unproven technology, high costs, and intense competition.Uber and Nvidia's investments are superfic","content":"<html><body><ul><li>Serve Robotics faces significant challenges in scaling operations and achieving profitability due to unproven technology, high costs, and intense competition.</li><li>Uber and Nvidia's investments are superficial and do not indicate meaningful support or confidence in Serve Robotics' success.</li><li>The company's current unit economics are unfavorable, with high manufacturing costs and low productivity undermining the business model's viability.</li><li>Serve Robotics' reliance on equity dilution for funding, coupled with uncertain commercial uptake, makes it a highly speculative and risky investment.</li></ul><p><figure><picture><img fetchpriority=\"high\" height=\"1097px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1160746084/image_1160746084.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1160746084/image_1160746084.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1160746084/image_1160746084.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1160746084/image_1160746084.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1160746084/image_1160746084.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1160746084/image_1160746084.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1160746084/image_1160746084.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1160746084/image_1160746084.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1160746084/image_1160746084.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>sarawuth702</p></figcaption></figure></p> <h2><strong>Investment Thesis</strong></h2> <p>Serve Robotics (<span>NASDAQ:SERV</span>) offers an exciting value proposition: revolutionize last-mile delivery using autonomous robots. While the potential for autonomous delivery has gathered significant hype in the past, we believe that Serve Robotics is facing an uphill battle to secure<span> demand, scale its operations and achieve profitability. The company is burdened with technology that is unproven at scale, unprofitable unit economics, manufacturing costs well above industry peers, and intense competition from more commercially advanced operators. Serve's claims of partnerships with Uber (</span>UBER<span>) and Nvidia (</span>NVDA<span>) may appear promising on the surface, but we do not believe that these strategic investors are meaningfully invested in the success of the business. Significant capital infusions and shareholder dilution seem inevitable in the near-term. With no clear good path forward, we view Serve as a speculative investment with a high probability of losses.</span></p> <h2><strong>Business model is promising but not there yet</strong></h2> <p>Serve Robotics operates a hardware-as-a-service model, providing autonomous robots to handle last-mile deliveries for its clients, like Uber. The company earns revenue by charging clients for the use of its robots. In theory, the business model aims to reduce delivery costs by replacing human couriers with robots, which should be less fallible and cheaper over an extended period. However, this model is heavily reliant on technology that is still in its infancy and unproven at scale. The current cost of building and maintaining these robots, coupled with the need for constant human supervision and even frequent physical intervention, undermine the promise of cost savings. Additionally, Serve's success hinges on its ability to rapidly scale production to reduce unit costs, and optimizing robot performance, but it is competing with larger and more mature rivals in what we view as a commoditized space. We elaborate on these points further below.</p> <h2><strong>Uber and Nvidia investments are meaningless</strong></h2> <p>Serve Robotics describes Uber and Nvidia as \"technical partners\", and also regularly boasts of the fact that these two prominent companies are minority shareholders of SERV. We see this fact often touted as a source of confidence in the stock's value, particularly in the retail investor community. In reality, Uber and Nvidia are respectively a client and a supplier of SERV, not a true partner in any meaningful sense. Both Uber and Nvidia have dozens of investments, but as strategic investors, they are not returns-oriented. They invest based on a loosely defined \"strategic fit\" and do not approach valuation the same way that a rational financial investor would. Companies like Uber and Nvidia spray small investment amounts across a large number of companies in the off chance that they succeed, and at worst, failures become learning experiences.</p> <p>In the words of an Uber employee: \"We'll be able to learn from both of those pilots what customers actually want, what merchants actually want, and what makes sense for delivery, as we start to integrate our platform with AV companies.\" In other words, outsourcing R&D and field tests to \"partners\" like Serve, spreads the cost, and importantly the risk, with external investors, instead of Uber having to shoulder the entire burden. If it goes well, Uber will implement the solution, capturing the upside and squeezing Serve's margins leveraging its obviously superior negotiating position. If the pilots do not go well and SERV shuts down, it's a drop in the ocean for Uber, but will still serve to extract some helpful data.</p> <p>Uber acquired its stake in Serve when it bought Postmates, so it did not even truly invest directly in the business. Within the universe of Uber's partnerships, Serve is also just not that special. Uber is also a partner of Aurora in the freight space, having invested $200 million in the company, and a partner of Motional for robotaxis. More directly relevant for Serve, Uber is simultaneously working with Coco, a direct competitor, but with 10x the scale (fleet of 1,000 robots).</p> <p>As for Nvidia's stake, it is public knowledge that they are flush with cash, and according to Pitchbook, the company has made 178 investments in total. Nvidia's stake is worth less than $4 million, but it was not even an equity investment - it was debt which converted to shares. Again, Serve is a drop in the ocean for Nvidia. Neither Uber nor Nvidia are meaningfully invested in the success of SERV, and their respective stakes should not offer investors any reassurance as to the quality of the business.</p> <h2><strong>Technology remains unproven at large scale</strong></h2> <p>Despite the large numbers of completed deliveries quoted by various operators, this technology remains far from mature. For instance, Serve robots actually still require \"safety operators\" to monitor them at all times and help with complex situations like crossing the street. Starship customers report spilled drinks, wrong orders, and robots getting stuck when it rains. Vandalism also remains a very real threat, in any geography.</p> <p>The track record of robot delivery is a vast graveyard, full of pivots, lay-offs, and discontinuations. Companies like Domino's with Nuro, Kroger with Gatik, FedEx, Alphabet with Wing, and Amazon with Scout are a few examples that have tried their luck in robot delivery, and generally failed. Nuro, which raised $2.13 billion, laid off 30% of its workforce in 2023, and pivoted on to better things. Kroger is still going with Gatik, but in middle-mile delivery, a different segment altogether. FedEx shut down its robot delivery program in 2022. A pilot of Google's Wing in Australia faced fierce opposition from locals and was shut down. Starship continues burning cash, raising another $90 million this year. Amazon Scout was cancelled in 2022, never having evolved past the need to have each robot escorted by a human \"Amazon Scout Ambassador.\" Robots in the restaurant industry more broadly have struggled to mature beyond gimmicks, like Softbank's Pepper fiasco, discontinued in 2021.</p> <h2><strong>There is nothing special about Serve</strong></h2> <p>Even if you are a fervent believer in the robot delivery market, there is no particular reason why Serve should be the winner. From a technology perspective, there is no clear differentiation between the various players - several companies are developing delivery robots of a comparable size, similar appearance and similar autonomous software with the same limitations.</p> <p>Cost-wise, Serve appears to be at a massive disadvantage compared to its peers. Back in 2018, Starship's manufacturing cost per robot stood at $5,500 with the aim of eventually getting it down to $2,250. Compare that with Serve's $63,654 in 2023 (page 141). The gap to bridge is massive. Commercially, Starship is also far more advanced. Serve counts with 100 robots and \"tens of thousands\" of completed deliveries. Starship hit 50,000 deliveries back in 2019, and is already at 6 million.</p> <p>In addition to Starship, there is a constellation of emerging players such as Ottonomy, Kiwibot, and Coco. Barring certain nuances in positioning and end-market focus, they are virtually indistinguishable. We believe that Serve and its peers will be soon transitioning from a \"deep tech\" positioning to a completely commoditized business. Manufacturing will be delegated to offshore OEMs for cost efficiency, software of all the main players will be largely equivalent as they all improve incrementally with similar data and similar underlying engines, and delivery platforms will force robot companies to compete with each other and with human drivers. The delivery robot companies do not control the manufacturing, they have no consumer brand and do not own the end-client relationship, and they have no truly distinct IP.</p> <h2><strong>Viable unit economics remain a distant mirage</strong></h2> <p>Serve is targeting a cost per delivery of $1, but we do not see this as a feasible target. According to Serve, food delivery robots can operate a maximum of up to 20 to 30 deliveries per 12-hour \"day\", or around 2.1 per hour. At present, reality is closer to 0.4-0.6 deliveries per hour, translating into about 2,190 deliveries per robot per year, or 10,950 deliveries throughout a robot's assumed useful life of 5 years. At current manufacturing costs, the hardware cost alone is about $5.81 per delivery. Optimization of robots' deliveries per hour to the maximum of 2.1 would have a massive impact, bringing hardware costs per delivery down to $1.38. However, this excludes any downtime and maintenance costs, as well as the costs of remote supervision (20% of journeys) and the occasional physical assistance that robots require (1 in 500 orders).</p> <p>Looking at the company's cost of deliveries (using cost of revenue as a proxy) for the last 2 years and dividing that by 50,000 total deliveries returns an average cost of $57.57 per delivery. Let us assume that steady-state total cost per delivery will be split 50/50 between hardware and other costs. Achieving $1 total cost per delivery would then require (i) a 320% increase in robot productivity measured in orders per hours; (ii) a 64% decrease from current production costs per robot; and (iii) a 99% decrease in other costs per delivery. These are extremely ambitious targets and cannot be achieved merely with economies of scale. Increasing productivity and decreasing costs per delivery (including the level of human involvement, which is a key cost driver) are fundamentally technological challenges which stand unresolved across the industry.</p> <h2><strong>No path to profitability without substantial dilution</strong></h2> <p>Serve Robotics has raised a total of $169 million to date, according to Pitchbook. As of Q2 2024, the company had $29 million in cash, and it is burning around $6 million per quarter in operations alone, while quarterly revenue is less than $500k. Even without any capital expenditure, we expect that the company will seek additional external funding within the next 12 months. There are no signs of a clear acceleration in commercial take-up that would change the company's current trajectory. Even if there was a sudden spike in demand, the company does not currently have the necessary structure to fulfil it, nor the capital to acquire said structure. The company does not expect to build and deploy any more robots with the current level of capital.</p> <p>Since Serve went public via a merger with Patricia Acquisition Corp. in August 2023, the number of shares outstanding has already increased a whopping 60%, from around 25 million to almost 40 million shares in total. Occasional share placements at a discount to market price are the only way for the company to continue funding itself, and we believe these will continue to happen in the foreseeable future, increasing the negative pressure on the share price.</p> <h2><strong>Limited potential positive catalysts on the horizon</strong></h2> <p>The main risk to our bearish thesis is an acquisition of Serve by a customer or competitor. The most obvious suitor would be Uber, but as explained above, we do not see Serve as sufficiently strategic or mission-critical to warrant a takeover, particularly as Uber is increasingly cost-conscious and therefore likely not willing to place risky bets on moonshots the way it used to. Other potential buyers could be competitors like Starship or Kiwibot, the latter having a track record of acquisitions (Nickelytics, AUTO) albeit at a smaller scale. Neither can afford to buy Serve at its current valuation.</p> <p>Setting aside M&A and considering the business itself, we do not believe that there are sufficiently material commercial catalysts that could possibly mitigate the scale of the dilution required to start delivering any kind of meaningful sales volume. There could be positive news flow in the form of a big order from Uber, a partnership with Deliveroo or a similar announcement, but we believe that such demand most likely could not be fulfilled with the current level of capital.</p> <h2><strong>Considerable risk, high probability of dilution</strong></h2> <div></div> <p>Serve Robotics presents itself as a high-tech solution to the logistical challenges of last-mile delivery, but reality is far less rosy. With a business model constrained by prohibitive costs, technology that is unproven at scale, and strong competition, Serve faces an uphill battle to achieve profitability. The company's reliance on continued equity dilution, coupled with uncertain commercial take-up, makes it a highly speculative investment. The backing of Uber and Nvidia, often highlighted as a vote of confidence, is, in fact, superficial and does little to mitigate the broader risks. Investors should be wary of the hype surrounding autonomous delivery and approach Serve Robotics with caution, as the likelihood of losses remains high.</p></body></html>","source":"seekingalpha","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>Serve Robotics: Dilution Likely, Stay Clear</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nServe Robotics: Dilution Likely, Stay Clear\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-28 07:33 GMT+8 <a href=https://seekingalpha.com/article/4723880-serve-robotics-dilution-likely-stay-clear><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Serve Robotics faces significant challenges in scaling operations and achieving profitability due to unproven technology, high costs, and intense competition.Uber and Nvidia's investments are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4723880-serve-robotics-dilution-likely-stay-clear\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1160746084/image_1160746084.jpg","relate_stocks":{"SERV":"Serve Robotics Inc.","BK4209":"餐馆"},"source_url":"https://seekingalpha.com/article/4723880-serve-robotics-dilution-likely-stay-clear","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2470029061","content_text":"Serve Robotics faces significant challenges in scaling operations and achieving profitability due to unproven technology, high costs, and intense competition.Uber and Nvidia's investments are superficial and do not indicate meaningful support or confidence in Serve Robotics' success.The company's current unit economics are unfavorable, with high manufacturing costs and low productivity undermining the business model's viability.Serve Robotics' reliance on equity dilution for funding, coupled with uncertain commercial uptake, makes it a highly speculative and risky investment.sarawuth702 Investment Thesis Serve Robotics (NASDAQ:SERV) offers an exciting value proposition: revolutionize last-mile delivery using autonomous robots. While the potential for autonomous delivery has gathered significant hype in the past, we believe that Serve Robotics is facing an uphill battle to secure demand, scale its operations and achieve profitability. The company is burdened with technology that is unproven at scale, unprofitable unit economics, manufacturing costs well above industry peers, and intense competition from more commercially advanced operators. Serve's claims of partnerships with Uber (UBER) and Nvidia (NVDA) may appear promising on the surface, but we do not believe that these strategic investors are meaningfully invested in the success of the business. Significant capital infusions and shareholder dilution seem inevitable in the near-term. With no clear good path forward, we view Serve as a speculative investment with a high probability of losses. Business model is promising but not there yet Serve Robotics operates a hardware-as-a-service model, providing autonomous robots to handle last-mile deliveries for its clients, like Uber. The company earns revenue by charging clients for the use of its robots. In theory, the business model aims to reduce delivery costs by replacing human couriers with robots, which should be less fallible and cheaper over an extended period. However, this model is heavily reliant on technology that is still in its infancy and unproven at scale. The current cost of building and maintaining these robots, coupled with the need for constant human supervision and even frequent physical intervention, undermine the promise of cost savings. Additionally, Serve's success hinges on its ability to rapidly scale production to reduce unit costs, and optimizing robot performance, but it is competing with larger and more mature rivals in what we view as a commoditized space. We elaborate on these points further below. Uber and Nvidia investments are meaningless Serve Robotics describes Uber and Nvidia as \"technical partners\", and also regularly boasts of the fact that these two prominent companies are minority shareholders of SERV. We see this fact often touted as a source of confidence in the stock's value, particularly in the retail investor community. In reality, Uber and Nvidia are respectively a client and a supplier of SERV, not a true partner in any meaningful sense. Both Uber and Nvidia have dozens of investments, but as strategic investors, they are not returns-oriented. They invest based on a loosely defined \"strategic fit\" and do not approach valuation the same way that a rational financial investor would. Companies like Uber and Nvidia spray small investment amounts across a large number of companies in the off chance that they succeed, and at worst, failures become learning experiences. In the words of an Uber employee: \"We'll be able to learn from both of those pilots what customers actually want, what merchants actually want, and what makes sense for delivery, as we start to integrate our platform with AV companies.\" In other words, outsourcing R&D and field tests to \"partners\" like Serve, spreads the cost, and importantly the risk, with external investors, instead of Uber having to shoulder the entire burden. If it goes well, Uber will implement the solution, capturing the upside and squeezing Serve's margins leveraging its obviously superior negotiating position. If the pilots do not go well and SERV shuts down, it's a drop in the ocean for Uber, but will still serve to extract some helpful data. Uber acquired its stake in Serve when it bought Postmates, so it did not even truly invest directly in the business. Within the universe of Uber's partnerships, Serve is also just not that special. Uber is also a partner of Aurora in the freight space, having invested $200 million in the company, and a partner of Motional for robotaxis. More directly relevant for Serve, Uber is simultaneously working with Coco, a direct competitor, but with 10x the scale (fleet of 1,000 robots). As for Nvidia's stake, it is public knowledge that they are flush with cash, and according to Pitchbook, the company has made 178 investments in total. Nvidia's stake is worth less than $4 million, but it was not even an equity investment - it was debt which converted to shares. Again, Serve is a drop in the ocean for Nvidia. Neither Uber nor Nvidia are meaningfully invested in the success of SERV, and their respective stakes should not offer investors any reassurance as to the quality of the business. Technology remains unproven at large scale Despite the large numbers of completed deliveries quoted by various operators, this technology remains far from mature. For instance, Serve robots actually still require \"safety operators\" to monitor them at all times and help with complex situations like crossing the street. Starship customers report spilled drinks, wrong orders, and robots getting stuck when it rains. Vandalism also remains a very real threat, in any geography. The track record of robot delivery is a vast graveyard, full of pivots, lay-offs, and discontinuations. Companies like Domino's with Nuro, Kroger with Gatik, FedEx, Alphabet with Wing, and Amazon with Scout are a few examples that have tried their luck in robot delivery, and generally failed. Nuro, which raised $2.13 billion, laid off 30% of its workforce in 2023, and pivoted on to better things. Kroger is still going with Gatik, but in middle-mile delivery, a different segment altogether. FedEx shut down its robot delivery program in 2022. A pilot of Google's Wing in Australia faced fierce opposition from locals and was shut down. Starship continues burning cash, raising another $90 million this year. Amazon Scout was cancelled in 2022, never having evolved past the need to have each robot escorted by a human \"Amazon Scout Ambassador.\" Robots in the restaurant industry more broadly have struggled to mature beyond gimmicks, like Softbank's Pepper fiasco, discontinued in 2021. There is nothing special about Serve Even if you are a fervent believer in the robot delivery market, there is no particular reason why Serve should be the winner. From a technology perspective, there is no clear differentiation between the various players - several companies are developing delivery robots of a comparable size, similar appearance and similar autonomous software with the same limitations. Cost-wise, Serve appears to be at a massive disadvantage compared to its peers. Back in 2018, Starship's manufacturing cost per robot stood at $5,500 with the aim of eventually getting it down to $2,250. Compare that with Serve's $63,654 in 2023 (page 141). The gap to bridge is massive. Commercially, Starship is also far more advanced. Serve counts with 100 robots and \"tens of thousands\" of completed deliveries. Starship hit 50,000 deliveries back in 2019, and is already at 6 million. In addition to Starship, there is a constellation of emerging players such as Ottonomy, Kiwibot, and Coco. Barring certain nuances in positioning and end-market focus, they are virtually indistinguishable. We believe that Serve and its peers will be soon transitioning from a \"deep tech\" positioning to a completely commoditized business. Manufacturing will be delegated to offshore OEMs for cost efficiency, software of all the main players will be largely equivalent as they all improve incrementally with similar data and similar underlying engines, and delivery platforms will force robot companies to compete with each other and with human drivers. The delivery robot companies do not control the manufacturing, they have no consumer brand and do not own the end-client relationship, and they have no truly distinct IP. Viable unit economics remain a distant mirage Serve is targeting a cost per delivery of $1, but we do not see this as a feasible target. According to Serve, food delivery robots can operate a maximum of up to 20 to 30 deliveries per 12-hour \"day\", or around 2.1 per hour. At present, reality is closer to 0.4-0.6 deliveries per hour, translating into about 2,190 deliveries per robot per year, or 10,950 deliveries throughout a robot's assumed useful life of 5 years. At current manufacturing costs, the hardware cost alone is about $5.81 per delivery. Optimization of robots' deliveries per hour to the maximum of 2.1 would have a massive impact, bringing hardware costs per delivery down to $1.38. However, this excludes any downtime and maintenance costs, as well as the costs of remote supervision (20% of journeys) and the occasional physical assistance that robots require (1 in 500 orders). Looking at the company's cost of deliveries (using cost of revenue as a proxy) for the last 2 years and dividing that by 50,000 total deliveries returns an average cost of $57.57 per delivery. Let us assume that steady-state total cost per delivery will be split 50/50 between hardware and other costs. Achieving $1 total cost per delivery would then require (i) a 320% increase in robot productivity measured in orders per hours; (ii) a 64% decrease from current production costs per robot; and (iii) a 99% decrease in other costs per delivery. These are extremely ambitious targets and cannot be achieved merely with economies of scale. Increasing productivity and decreasing costs per delivery (including the level of human involvement, which is a key cost driver) are fundamentally technological challenges which stand unresolved across the industry. No path to profitability without substantial dilution Serve Robotics has raised a total of $169 million to date, according to Pitchbook. As of Q2 2024, the company had $29 million in cash, and it is burning around $6 million per quarter in operations alone, while quarterly revenue is less than $500k. Even without any capital expenditure, we expect that the company will seek additional external funding within the next 12 months. There are no signs of a clear acceleration in commercial take-up that would change the company's current trajectory. Even if there was a sudden spike in demand, the company does not currently have the necessary structure to fulfil it, nor the capital to acquire said structure. The company does not expect to build and deploy any more robots with the current level of capital. Since Serve went public via a merger with Patricia Acquisition Corp. in August 2023, the number of shares outstanding has already increased a whopping 60%, from around 25 million to almost 40 million shares in total. Occasional share placements at a discount to market price are the only way for the company to continue funding itself, and we believe these will continue to happen in the foreseeable future, increasing the negative pressure on the share price. Limited potential positive catalysts on the horizon The main risk to our bearish thesis is an acquisition of Serve by a customer or competitor. The most obvious suitor would be Uber, but as explained above, we do not see Serve as sufficiently strategic or mission-critical to warrant a takeover, particularly as Uber is increasingly cost-conscious and therefore likely not willing to place risky bets on moonshots the way it used to. Other potential buyers could be competitors like Starship or Kiwibot, the latter having a track record of acquisitions (Nickelytics, AUTO) albeit at a smaller scale. Neither can afford to buy Serve at its current valuation. Setting aside M&A and considering the business itself, we do not believe that there are sufficiently material commercial catalysts that could possibly mitigate the scale of the dilution required to start delivering any kind of meaningful sales volume. There could be positive news flow in the form of a big order from Uber, a partnership with Deliveroo or a similar announcement, but we believe that such demand most likely could not be fulfilled with the current level of capital. Considerable risk, high probability of dilution Serve Robotics presents itself as a high-tech solution to the logistical challenges of last-mile delivery, but reality is far less rosy. With a business model constrained by prohibitive costs, technology that is unproven at scale, and strong competition, Serve faces an uphill battle to achieve profitability. The company's reliance on continued equity dilution, coupled with uncertain commercial take-up, makes it a highly speculative investment. The backing of Uber and Nvidia, often highlighted as a vote of confidence, is, in fact, superficial and does little to mitigate the broader risks. Investors should be wary of the hype surrounding autonomous delivery and approach Serve Robotics with caution, as the likelihood of losses remains high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355126712451216,"gmtCreate":1727710466914,"gmtModify":1728135138278,"author":{"id":"3515928166014894","authorId":"3515928166014894","name":"gguohui","avatar":"https://static.tigerbbs.com/67be067a650d29736feda0f3f18afdef","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515928166014894","authorIdStr":"3515928166014894"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/YINN 20241004 28.0 PUT\">$YINN 20241004 28.0 PUT$ </a>,来看看我最新分享的订单!","listText":"我开仓了<a href=\"https://laohu8.com/OPT/YINN 20241004 28.0 PUT\">$YINN 20241004 28.0 PUT$ </a>,来看看我最新分享的订单!","text":"我开仓了$YINN 20241004 28.0 PUT$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355126712451216","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349309650813112,"gmtCreate":1726316334782,"gmtModify":1726316338494,"author":{"id":"3515928166014894","authorId":"3515928166014894","name":"gguohui","avatar":"https://static.tigerbbs.com/67be067a650d29736feda0f3f18afdef","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515928166014894","authorIdStr":"3515928166014894"},"themes":[],"htmlText":"讨论下?你说啥????","listText":"讨论下?你说啥????","text":"讨论下?你说啥????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349309650813112","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345808939348232,"gmtCreate":1725431142164,"gmtModify":1725431287282,"author":{"id":"3515928166014894","authorId":"3515928166014894","name":"gguohui","avatar":"https://static.tigerbbs.com/67be067a650d29736feda0f3f18afdef","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515928166014894","authorIdStr":"3515928166014894"},"themes":[],"htmlText":"我平仓了<a 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ROCKET","avatar":"https://static.tigerbbs.com/7dceae168a13267cc21f2576321e67f8","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093561479903300","authorIdStr":"4093561479903300"},"themes":[],"htmlText":"I opened 1500.0 share(s) <a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$ </a> ,Jumped in and buy for fun. Not sure if BTC will run up to $65K / $70K soon or break it's new ATH any time soon. May swing trade this or hold long term for selling covered calls. See how 🤔","listText":"I opened 1500.0 share(s) <a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$ </a> ,Jumped in and buy for fun. Not sure if BTC will run up to $65K / $70K soon or break it's new ATH any time soon. May swing trade this or hold long term for selling covered calls. See how 🤔","text":"I opened 1500.0 share(s) $CleanSpark, Inc.(CLSK)$ ,Jumped in and buy for fun. Not sure if BTC will run up to $65K / $70K soon or break it's new ATH any time soon. May swing trade this or hold long term for selling covered calls. See how 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340901479407880","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":341268674703640,"gmtCreate":1724338097913,"gmtModify":1724338929562,"author":{"id":"3515928166014894","authorId":"3515928166014894","name":"gguohui","avatar":"https://static.tigerbbs.com/67be067a650d29736feda0f3f18afdef","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515928166014894","idStr":"3515928166014894"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/TSLA 20240823 220.0 CALL\">$TSLA 20240823 220.0 CALL$ </a>,我还是玩儿股票吧。。期权,我把握不住","listText":"我平仓了<a href=\"https://laohu8.com/OPT/TSLA 20240823 220.0 CALL\">$TSLA 20240823 220.0 CALL$ </a>,我还是玩儿股票吧。。期权,我把握不住","text":"我平仓了$TSLA 20240823 220.0 CALL$ ,我还是玩儿股票吧。。期权,我把握不住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341268674703640","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207445690794152,"gmtCreate":1691674665027,"gmtModify":1691676787350,"author":{"id":"3515928166014894","authorId":"3515928166014894","name":"gguohui","avatar":"https://static.tigerbbs.com/67be067a650d29736feda0f3f18afdef","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515928166014894","idStr":"3515928166014894"},"themes":[],"htmlText":"支持😁//<a href=\"https://laohu8.com/U/3527667588142897\">@小虎产品经理</a>:亲爱的小虎们, 当你看到其它用户赚钱晒单,想不想在下单时就通知你一下? 为什么交易同一支股票,有人赚钱有人亏钱?你想知道他们是怎么操作的吗? 你想看看其他投资者高手们的实盘分享吗? 如果你的答案是“是的”,请关注老虎新上线的“交易分享”功能! 目前测试阶段,部分用户已开通交易分享功能, 而你只需要点击分享者头像下方的交易分享模块,就可以进入他们的投资分享主页,这里可以看到他们的历史收益、过往订单等情况。 如果你觉得这些分享者们的交易有参考价值,在入金的前提下,只要订阅交易分享, 就可以通过“Push”、“消息中心”等方式,收到他们的调仓信息! 目前第一批开通该功能的用户有(排名不分先后): <a href=\"https://laohu8.com/U/3574123395625866\">@狮子做</a> :毕业于清华大学,建筑师。趋势交易者,遵循中长期趋势。唯一的交易依据,就是K线图形和设计改良后的技术指标。2021年底抓住美股回头的趋势,并在2022年做空美股获得大幅跑赢市场的收益。 <a href=\"https://laohu8.com/U/3526437230772528\">@躺平指数</a> :价值投机,顺势而为。关注互联网,关注消费,更关注周期股! <a href=\"https://laohu8.com/U/3464391483468055\">@小老虎哈哈</a> :从赔15万到收益率300%的程序员小姐姐! 如果想紧密学习他们的交易,快快关注起来吧! 风险提示: 开通交易分享功能的用户提供的信息仅供参考,不构成投资建议,您应根据自身财务状况、投资目标等情况自主做出投资决策并承担投资风险,老虎不承担任何责任。投资有风险,入市需谨慎。","listText":"支持😁//<a href=\"https://laohu8.com/U/3527667588142897\">@小虎产品经理</a>:亲爱的小虎们, 当你看到其它用户赚钱晒单,想不想在下单时就通知你一下? 为什么交易同一支股票,有人赚钱有人亏钱?你想知道他们是怎么操作的吗? 你想看看其他投资者高手们的实盘分享吗? 如果你的答案是“是的”,请关注老虎新上线的“交易分享”功能! 目前测试阶段,部分用户已开通交易分享功能, 而你只需要点击分享者头像下方的交易分享模块,就可以进入他们的投资分享主页,这里可以看到他们的历史收益、过往订单等情况。 如果你觉得这些分享者们的交易有参考价值,在入金的前提下,只要订阅交易分享, 就可以通过“Push”、“消息中心”等方式,收到他们的调仓信息! 目前第一批开通该功能的用户有(排名不分先后): <a href=\"https://laohu8.com/U/3574123395625866\">@狮子做</a> :毕业于清华大学,建筑师。趋势交易者,遵循中长期趋势。唯一的交易依据,就是K线图形和设计改良后的技术指标。2021年底抓住美股回头的趋势,并在2022年做空美股获得大幅跑赢市场的收益。 <a href=\"https://laohu8.com/U/3526437230772528\">@躺平指数</a> :价值投机,顺势而为。关注互联网,关注消费,更关注周期股! <a href=\"https://laohu8.com/U/3464391483468055\">@小老虎哈哈</a> :从赔15万到收益率300%的程序员小姐姐! 如果想紧密学习他们的交易,快快关注起来吧! 风险提示: 开通交易分享功能的用户提供的信息仅供参考,不构成投资建议,您应根据自身财务状况、投资目标等情况自主做出投资决策并承担投资风险,老虎不承担任何责任。投资有风险,入市需谨慎。","text":"支持😁//@小虎产品经理:亲爱的小虎们, 当你看到其它用户赚钱晒单,想不想在下单时就通知你一下? 为什么交易同一支股票,有人赚钱有人亏钱?你想知道他们是怎么操作的吗? 你想看看其他投资者高手们的实盘分享吗? 如果你的答案是“是的”,请关注老虎新上线的“交易分享”功能! 目前测试阶段,部分用户已开通交易分享功能, 而你只需要点击分享者头像下方的交易分享模块,就可以进入他们的投资分享主页,这里可以看到他们的历史收益、过往订单等情况。 如果你觉得这些分享者们的交易有参考价值,在入金的前提下,只要订阅交易分享, 就可以通过“Push”、“消息中心”等方式,收到他们的调仓信息! 目前第一批开通该功能的用户有(排名不分先后): @狮子做 :毕业于清华大学,建筑师。趋势交易者,遵循中长期趋势。唯一的交易依据,就是K线图形和设计改良后的技术指标。2021年底抓住美股回头的趋势,并在2022年做空美股获得大幅跑赢市场的收益。 @躺平指数 :价值投机,顺势而为。关注互联网,关注消费,更关注周期股! @小老虎哈哈 :从赔15万到收益率300%的程序员小姐姐! 如果想紧密学习他们的交易,快快关注起来吧! 风险提示: 开通交易分享功能的用户提供的信息仅供参考,不构成投资建议,您应根据自身财务状况、投资目标等情况自主做出投资决策并承担投资风险,老虎不承担任何责任。投资有风险,入市需谨慎。","images":[{"img":"https://static.tigerbbs.com/44be895bfa88d578ec121a50017287b9","width":"704","height":"1316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":5,"link":"https://laohu8.com/post/207445690794152","repostId":"206923861541104","repostType":1,"repost":{"id":206923861541104,"gmtCreate":1691548000726,"gmtModify":1691548657820,"author":{"id":"3527667588142897","authorId":"3527667588142897","name":"小虎产品经理","avatar":"https://static.tigerbbs.com/a6704bebf28358e0d9c638e765403bd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667588142897","idStr":"3527667588142897"},"themes":[],"title":"【掘金交易单】交易分享功能来了!","htmlText":"亲爱的小虎们, 当你看到其它用户赚钱晒单,想不想在下单时就通知你一下? 为什么交易同一支股票,有人赚钱有人亏钱?你想知道他们是怎么操作的吗? 你想看看其他投资者高手们的实盘分享吗? 如果你的答案是“是的”,请关注老虎新上线的“交易分享”功能! 目前测试阶段,部分用户已开通交易分享功能, 而你只需要点击分享者头像下方的交易分享模块,就可以进入他们的投资分享主页,这里可以看到他们的历史收益、过往订单等情况。 如果你觉得这些分享者们的交易有参考价值,在入金的前提下,只要订阅交易分享, 就可以通过“Push”、“消息中心”等方式,收到他们的调仓信息! 目前第一批开通该功能的用户有(排名不分先后): <a href=\"https://laohu8.com/U/3574123395625866\">@狮子做</a> :毕业于清华大学,建筑师。趋势交易者,遵循中长期趋势。唯一的交易依据,就是K线图形和设计改良后的技术指标。2021年底抓住美股回头的趋势,并在2022年做空美股获得大幅跑赢市场的收益。 <a href=\"https://laohu8.com/U/3526437230772528\">@躺平指数</a> :价值投机,顺势而为。关注互联网,关注消费,更关注周期股! <a href=\"https://laohu8.com/U/3464391483468055\">@小老虎哈哈</a> :从赔15万到收益率300%的程序员小姐姐! 如果想紧密学习他们的交易,快快关注起来吧! 风险提示: 开通交易分享功能的用户提供的信息仅供参考,不构成投资建议,您应根据自身财务状况、投资目标等情况自主做出投资决策并承担投资风险,老虎不承担任何责任。投资有风险,入市需谨慎。","listText":"亲爱的小虎们, 当你看到其它用户赚钱晒单,想不想在下单时就通知你一下? 为什么交易同一支股票,有人赚钱有人亏钱?你想知道他们是怎么操作的吗? 你想看看其他投资者高手们的实盘分享吗? 如果你的答案是“是的”,请关注老虎新上线的“交易分享”功能! 目前测试阶段,部分用户已开通交易分享功能, 而你只需要点击分享者头像下方的交易分享模块,就可以进入他们的投资分享主页,这里可以看到他们的历史收益、过往订单等情况。 如果你觉得这些分享者们的交易有参考价值,在入金的前提下,只要订阅交易分享, 就可以通过“Push”、“消息中心”等方式,收到他们的调仓信息! 目前第一批开通该功能的用户有(排名不分先后): <a href=\"https://laohu8.com/U/3574123395625866\">@狮子做</a> :毕业于清华大学,建筑师。趋势交易者,遵循中长期趋势。唯一的交易依据,就是K线图形和设计改良后的技术指标。2021年底抓住美股回头的趋势,并在2022年做空美股获得大幅跑赢市场的收益。 <a href=\"https://laohu8.com/U/3526437230772528\">@躺平指数</a> :价值投机,顺势而为。关注互联网,关注消费,更关注周期股! <a href=\"https://laohu8.com/U/3464391483468055\">@小老虎哈哈</a> :从赔15万到收益率300%的程序员小姐姐! 如果想紧密学习他们的交易,快快关注起来吧! 风险提示: 开通交易分享功能的用户提供的信息仅供参考,不构成投资建议,您应根据自身财务状况、投资目标等情况自主做出投资决策并承担投资风险,老虎不承担任何责任。投资有风险,入市需谨慎。","text":"亲爱的小虎们, 当你看到其它用户赚钱晒单,想不想在下单时就通知你一下? 为什么交易同一支股票,有人赚钱有人亏钱?你想知道他们是怎么操作的吗? 你想看看其他投资者高手们的实盘分享吗? 如果你的答案是“是的”,请关注老虎新上线的“交易分享”功能! 目前测试阶段,部分用户已开通交易分享功能, 而你只需要点击分享者头像下方的交易分享模块,就可以进入他们的投资分享主页,这里可以看到他们的历史收益、过往订单等情况。 如果你觉得这些分享者们的交易有参考价值,在入金的前提下,只要订阅交易分享, 就可以通过“Push”、“消息中心”等方式,收到他们的调仓信息! 目前第一批开通该功能的用户有(排名不分先后): @狮子做 :毕业于清华大学,建筑师。趋势交易者,遵循中长期趋势。唯一的交易依据,就是K线图形和设计改良后的技术指标。2021年底抓住美股回头的趋势,并在2022年做空美股获得大幅跑赢市场的收益。 @躺平指数 :价值投机,顺势而为。关注互联网,关注消费,更关注周期股! @小老虎哈哈 :从赔15万到收益率300%的程序员小姐姐! 如果想紧密学习他们的交易,快快关注起来吧! 风险提示: 开通交易分享功能的用户提供的信息仅供参考,不构成投资建议,您应根据自身财务状况、投资目标等情况自主做出投资决策并承担投资风险,老虎不承担任何责任。投资有风险,入市需谨慎。","images":[{"img":"https://static.tigerbbs.com/44be895bfa88d578ec121a50017287b9","width":"704","height":"1316"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/206923861541104","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":299506507350240,"gmtCreate":1714141173808,"gmtModify":1720513385584,"author":{"id":"3515928166014894","authorId":"3515928166014894","name":"gguohui","avatar":"https://static.tigerbbs.com/67be067a650d29736feda0f3f18afdef","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515928166014894","idStr":"3515928166014894"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/MSFT 20240426 415.0 CALL\">$MSFT 20240426 415.0 CALL$ </a>,管住手,每天call 3次","listText":"我开仓了<a href=\"https://laohu8.com/OPT/MSFT 20240426 415.0 CALL\">$MSFT 20240426 415.0 CALL$ </a>,管住手,每天call 3次","text":"我开仓了$MSFT 20240426 415.0 CALL$ ,管住手,每天call 3次","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/299506507350240","isVote":1,"tweetType":1,"viewCount":1300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341538457452728,"gmtCreate":1724423940717,"gmtModify":1724423977212,"author":{"id":"3515928166014894","authorId":"3515928166014894","name":"gguohui","avatar":"https://static.tigerbbs.com/67be067a650d29736feda0f3f18afdef","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515928166014894","idStr":"3515928166014894"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a>,清仓了。中丐不值得拥有。","listText":"我平仓了<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a>,清仓了。中丐不值得拥有。","text":"我平仓了$三倍做多富时中国ETF-Direxion(YINN)$ ,清仓了。中丐不值得拥有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341538457452728","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342627634503784,"gmtCreate":1724654593732,"gmtModify":1724670826406,"author":{"id":"3515928166014894","authorId":"3515928166014894","name":"gguohui","avatar":"https://static.tigerbbs.com/67be067a650d29736feda0f3f18afdef","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515928166014894","idStr":"3515928166014894"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,8月28日财报前,可以随便买。逢低位就做多。","listText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,8月28日财报前,可以随便买。逢低位就做多。","text":"我开仓了$英伟达(NVDA)$ ,8月28日财报前,可以随便买。逢低位就做多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/342627634503784","isVote":1,"tweetType":1,"viewCount":9491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254829188788424,"gmtCreate":1703225134892,"gmtModify":1703225139033,"author":{"id":"3515928166014894","authorId":"3515928166014894","name":"gguohui","avatar":"https://static.tigerbbs.com/67be067a650d29736feda0f3f18afdef","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515928166014894","idStr":"3515928166014894"},"themes":[],"htmlText":"转:因为大家问的比较多,说一下我对于游戏征询意见稿的一些看法。 首先,个人理解对于每日登录、首冲这些影响不是很大。可以通过一些别的套路规避。 比如每日登录奖励,不要登录白送道具就行。给个超简单的任务,比如广场发个言就能获得奖励。 再比如首冲奖励,可以包装成只能买一次的超便宜礼包就行。 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