杨帆1977的个人主页 - 老虎社区

杨帆1977

杨帆1977

长线价值投资

IP属地：上海

1649关注

139粉丝

61主题

0勋章

11-29

美联储也是要根据通胀和就业的情况调整政策啦，当然也要考虑国际局势股市反应等做预期管理。

11-25

只是小回调而已啦，估值不太高和发展空间还很大。

11-23

当然是价值投资啦

11-17

必须看好，长期持有

11-15

$谷歌(GOOG)$ 唯有长期主意才是广大普通投资者致胜的途径。20家公司的话大概率中美股大科技公司和中国领先的制造业公司可以买入耐心持有了。

11-15

$谷歌(GOOG)$ 终于等来了老巴

11-13

必须慢牛

11-11

$中国白银集团(00815)$ 耐心

11-10

$多邻国(DUOL)$ 小赌怡情

11-03

$谷歌(GOOG)$ 耐心

11-01

一万亿美金市值需要更多的营业收入和利润做支撑，或者拿出革命性的产品。当然，如果和各大科技公司利益绑定也可以做短期支撑，就目前这样。

10-28

$中国白银集团(00815)$ 耐心

10-23

$谷歌(GOOG)$ 耐心

10-20

还是纳指最稳啊

10-18

当然啦，不过赚钱一样可以让人成长，关键在于总结教训和经验啦。

10-16

长期持有amd

10-16

长期五倍杠杆估计很难赚钱。

10-14

$中国白银集团(00815)$ 耐心等待吧

10-08

当然是炒股赚钱周游世界啦

10-07

$迅雷(XNET)$ 耐心等待吧

去老虎APP查看更多动态

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加油","images":[{"img":"https://static.tigerbbs.com/ce5ed793e691138b7e23dc7e663f2ed2","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/303618170990792","isVote":1,"tweetType":1,"viewCount":3539,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582202693603061","authorId":"3582202693603061","name":"茜禾","avatar":"https://static.tigerbbs.com/c6b1ebf083aab3b0fbf75c9811b07efb","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3582202693603061","idStr":"3582202693603061"},"content":"更高的在这里[流泪]","text":"更高的在这里[流泪]","html":"更高的在这里[流泪]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":686988603,"gmtCreate":1658031219807,"gmtModify":1704868820136,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555112578661940","idStr":"3555112578661940"},"themes":[],"title":"小米加油加油加油","htmlText":"小米想要改变汽车行业格局，但必须先遵守行业的客观规律。7月15日，据新浪科技报道，小米造车即将迎来一个重大节点——在8月的一场公开活动上，雷军将会带着小米的工程样车亮相，随后便开启一系列测试。但随后，小米公关负责人对此回应表示，“绝无可能，这个小米相关人士一定不靠谱，请大家不要道听途说。”诚然，从2021年3月正式宣布造车至今，小米进入汽车行业满打满算才15个月的时间。如果按照传统汽车行业的研发流程，15个月的时间至多也就完成了整车开发，下一个阶段才是模拟样车试装和工程车测试——到这，一款车的研发才走了一半的流程。更何况，小米汽车目前的团队搭建并不够完善。据虎嗅了解到，小米汽车目前正在招聘公关总监。即便是公关总监火速到岗，让其在一个月内配合如此重要的新车首秀，恐怕也是一项不小的挑战。造车的第一张答卷，小米无需着急交卷。只不过，拖得越久，消费者对小米汽车的期待值就越高。能否满足、甚至超越大家的期待，成为一个更要命的难题。小米造车，还没走过半程通常，一款全新的车型要经历架构阶段、产品战略阶段、概念阶段、开发阶段、产品及生产成熟阶段，最后才是SOP，开始量产。“这个大流程跑完，不同车企耗时不一样，德国品牌需要6-7年，一般合资品牌需要5年，自主品牌只要3年，非传统车企不太遵循流程的2年也能搞定。”一位汽车行业内人士向虎嗅分析道，小米能够在2024年能出车，就已经算很快了。“还得是爆款，我觉得难度不小。”更何况，这还是一家新的汽车品牌。","listText":"小米想要改变汽车行业格局，但必须先遵守行业的客观规律。7月15日，据新浪科技报道，小米造车即将迎来一个重大节点——在8月的一场公开活动上，雷军将会带着小米的工程样车亮相，随后便开启一系列测试。但随后，小米公关负责人对此回应表示，“绝无可能，这个小米相关人士一定不靠谱，请大家不要道听途说。”诚然，从2021年3月正式宣布造车至今，小米进入汽车行业满打满算才15个月的时间。如果按照传统汽车行业的研发流程，15个月的时间至多也就完成了整车开发，下一个阶段才是模拟样车试装和工程车测试——到这，一款车的研发才走了一半的流程。更何况，小米汽车目前的团队搭建并不够完善。据虎嗅了解到，小米汽车目前正在招聘公关总监。即便是公关总监火速到岗，让其在一个月内配合如此重要的新车首秀，恐怕也是一项不小的挑战。造车的第一张答卷，小米无需着急交卷。只不过，拖得越久，消费者对小米汽车的期待值就越高。能否满足、甚至超越大家的期待，成为一个更要命的难题。小米造车，还没走过半程通常，一款全新的车型要经历架构阶段、产品战略阶段、概念阶段、开发阶段、产品及生产成熟阶段，最后才是SOP，开始量产。“这个大流程跑完，不同车企耗时不一样，德国品牌需要6-7年，一般合资品牌需要5年，自主品牌只要3年，非传统车企不太遵循流程的2年也能搞定。”一位汽车行业内人士向虎嗅分析道，小米能够在2024年能出车，就已经算很快了。“还得是爆款，我觉得难度不小。”更何况，这还是一家新的汽车品牌。","text":"小米想要改变汽车行业格局，但必须先遵守行业的客观规律。7月15日，据新浪科技报道，小米造车即将迎来一个重大节点——在8月的一场公开活动上，雷军将会带着小米的工程样车亮相，随后便开启一系列测试。但随后，小米公关负责人对此回应表示，“绝无可能，这个小米相关人士一定不靠谱，请大家不要道听途说。”诚然，从2021年3月正式宣布造车至今，小米进入汽车行业满打满算才15个月的时间。如果按照传统汽车行业的研发流程，15个月的时间至多也就完成了整车开发，下一个阶段才是模拟样车试装和工程车测试——到这，一款车的研发才走了一半的流程。更何况，小米汽车目前的团队搭建并不够完善。据虎嗅了解到，小米汽车目前正在招聘公关总监。即便是公关总监火速到岗，让其在一个月内配合如此重要的新车首秀，恐怕也是一项不小的挑战。造车的第一张答卷，小米无需着急交卷。只不过，拖得越久，消费者对小米汽车的期待值就越高。能否满足、甚至超越大家的期待，成为一个更要命的难题。小米造车，还没走过半程通常，一款全新的车型要经历架构阶段、产品战略阶段、概念阶段、开发阶段、产品及生产成熟阶段，最后才是SOP，开始量产。“这个大流程跑完，不同车企耗时不一样，德国品牌需要6-7年，一般合资品牌需要5年，自主品牌只要3年，非传统车企不太遵循流程的2年也能搞定。”一位汽车行业内人士向虎嗅分析道，小米能够在2024年能出车，就已经算很快了。“还得是爆款，我觉得难度不小。”更何况，这还是一家新的汽车品牌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":7,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/686988603","isVote":1,"tweetType":1,"viewCount":13582,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494204942582501","authorId":"3494204942582501","name":"不过如此V","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494204942582501","idStr":"3494204942582501"},"content":"造产品整合供应链的能力恰恰是雷布斯的长项，别人要三四年出样车但小米不用那么久是肯定的！年轻人的第一辆电动车值得期待！2024年8月16号小米汽车正式推出！","text":"造产品整合供应链的能力恰恰是雷布斯的长项，别人要三四年出样车但小米不用那么久是肯定的！年轻人的第一辆电动车值得期待！2024年8月16号小米汽车正式推出！","html":"造产品整合供应链的能力恰恰是雷布斯的长项，别人要三四年出样车但小米不用那么久是肯定的！年轻人的第一辆电动车值得期待！2024年8月16号小米汽车正式推出！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617211801,"gmtCreate":1654397588505,"gmtModify":1704859366930,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555112578661940","idStr":"3555112578661940"},"themes":[],"htmlText":"：1、三家的财务亮点体现在不同指标中：阿三国里当前更追求稳大盘、提质量，营收规模、盈利能力、用户规模仍占上风；京东通过对物流、供应链基础设施的打造，来增强穿越经济周期、抵抗环境风险的能力；拼多多延续强调农业战略，通过减营销，重投研发和农业需求可持续增长。2、虽然三家营收均保持了增长，但增速明显放缓；三家在活跃用户数上均有所提升，但单季度增长开始放缓。电商平台，整体从「流量时代」进入了「留量时代」。过去的两周，国内电商三巨头阿里巴巴、京东、拼多多先后发布了截至2022年3月31日的新一季度财报。财报发布后，公司股价都迎来大涨。尽管持续受到疫情影响，但总体而言，相比较市场预期，三家业绩都较为乐观，降本增效等成效明显。增速全员放缓 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