菜鸟168的个人主页 - 老虎社区

菜鸟168

菜鸟168

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IP属地：广东

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3主题

0勋章

04-01

我记得一月份yu7交付了两万四千台，现在确实慢了//@大船晴空:也就是说yu7只有13000台，太拉了

@大船晴空:也就是说yu7只有13000台，太拉了

03-24

据说YU9计划定价在20万左右

02-18

我35建仓的，都没敢满仓，等着看能不能再跌一点

2025-03-20

百度唯一值钱的资产就是百度地图了，卖掉然后原地解散吧！百度五年后市值估计不到目前的三分之一了吧。

@新识研究所:百度副总裁谢广军女儿“开盒”挂人，央视称整治铲除开盒挂人刻不容缓

2025-03-07

$京东(JD)$ 做中国资产，出利好就要跑，出利空就买，这样的胜率可以维持80%以上[开心]

2025-02-21

芒格用股票表现来评判自己的投资了，用老段和老巴的话来说他就是不够懂自己买的股票就买入了，不然怎么会在跌了后说后悔而不是加仓呢？

2024-11-20

$阿里巴巴(BABA)$ 亚马逊也是做电商平台加云，市盈率40多倍。阿里做电商2b➕2c平台加云，还加上33%蚂蚁金服的控股股权虽然不并表，但市盈率不到20倍。虽然阿里这些年运营有点弱，策略没了杰克马后又有点差，但蚂蚁真是超优质资产，期待早期反弹！

2024-10-23

作为一个亚马逊卖家，我身边所有同行都感觉到流量下降，虽说AI和AWS都增长，怎么支撑它60倍的市盈率？

抱歉，原内容已删除

2024-08-04

$AMZN 20240920 170.0 PUT$ 一直都想不明白60倍市盈率的巨头怎么还有那么多人看好

2024-07-31

大跌加仓

抱歉，原内容已删除

2023-05-16

每次下跌都是买入的机会

抱歉，原内容已删除

2023-05-10

我是一直唱多的平台卖家兼股东，我就做个大胆的猜测，SEA未来会不会发展线上赌博呢？

@江瀚视野:大裁员之后的冬海终于赚钱了，立马加薪的东南亚小腾讯未来何在？

2021-09-22

努力把业务做好是不会缺钱的，加油瑞幸！

抱歉，原内容已删除

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&nbsp; 近日，网传因追星引发争吵，百度副总裁谢广军女儿卷入“开盒”与被“开盒”的质疑。3月17日，针对网络传闻，谢广军发布微信朋友圈称深感愧疚，并向所有受影响的朋友郑重道歉。 &nbsp; 央视《焦点访谈》曾专题报道“开盒挂人”这种新型网络暴力违法犯罪行为，并发出呼吁：整治和铲除“开盒挂人”已经刻不容缓！ “开盒挂人”是一种新型网络暴力违法犯罪行为，相较于“人肉搜索”有过之而无不及。其是指不法分子恶意公开他人姓名、身份证号、手机号码、家庭住址、社交账号等个人隐私信息，煽动网民进行攻击谩骂。而遭遇过“开盒挂人”困扰的有公众人物，也有普通民众。 “开盒挂人”行为不仅给受害者带来巨大痛苦，也严重扰乱了正常的网络秩序，无视道德底线，更触犯法律法规。 互联网不是法外之地，整治和铲除“开盒挂人”已经刻不容缓。特别是“开盒挂人”已经形成一条黑色产业链，需要从各个环节予以打击，同时要强化保护个人信息的监管手段。网上与网下形成治理闭环，防、惩、治多措并举，才能营造清朗网络空间。 &nbsp;","listText":"百度副总裁谢广军女儿卷入“开盒”事件，央视呼吁要整治和铲除“开盒挂人” &nbsp; 近日，网传因追星引发争吵，百度副总裁谢广军女儿卷入“开盒”与被“开盒”的质疑。3月17日，针对网络传闻，谢广军发布微信朋友圈称深感愧疚，并向所有受影响的朋友郑重道歉。 &nbsp; 央视《焦点访谈》曾专题报道“开盒挂人”这种新型网络暴力违法犯罪行为，并发出呼吁：整治和铲除“开盒挂人”已经刻不容缓！ “开盒挂人”是一种新型网络暴力违法犯罪行为，相较于“人肉搜索”有过之而无不及。其是指不法分子恶意公开他人姓名、身份证号、手机号码、家庭住址、社交账号等个人隐私信息，煽动网民进行攻击谩骂。而遭遇过“开盒挂人”困扰的有公众人物，也有普通民众。 “开盒挂人”行为不仅给受害者带来巨大痛苦，也严重扰乱了正常的网络秩序，无视道德底线，更触犯法律法规。 互联网不是法外之地，整治和铲除“开盒挂人”已经刻不容缓。特别是“开盒挂人”已经形成一条黑色产业链，需要从各个环节予以打击，同时要强化保护个人信息的监管手段。网上与网下形成治理闭环，防、惩、治多措并举，才能营造清朗网络空间。 &nbsp;","text":"百度副总裁谢广军女儿卷入“开盒”事件，央视呼吁要整治和铲除“开盒挂人” 近日，网传因追星引发争吵，百度副总裁谢广军女儿卷入“开盒”与被“开盒”的质疑。3月17日，针对网络传闻，谢广军发布微信朋友圈称深感愧疚，并向所有受影响的朋友郑重道歉。 央视《焦点访谈》曾专题报道“开盒挂人”这种新型网络暴力违法犯罪行为，并发出呼吁：整治和铲除“开盒挂人”已经刻不容缓！ “开盒挂人”是一种新型网络暴力违法犯罪行为，相较于“人肉搜索”有过之而无不及。其是指不法分子恶意公开他人姓名、身份证号、手机号码、家庭住址、社交账号等个人隐私信息，煽动网民进行攻击谩骂。而遭遇过“开盒挂人”困扰的有公众人物，也有普通民众。 “开盒挂人”行为不仅给受害者带来巨大痛苦，也严重扰乱了正常的网络秩序，无视道德底线，更触犯法律法规。 互联网不是法外之地，整治和铲除“开盒挂人”已经刻不容缓。特别是“开盒挂人”已经形成一条黑色产业链，需要从各个环节予以打击，同时要强化保护个人信息的监管手段。网上与网下形成治理闭环，防、惩、治多措并举，才能营造清朗网络空间。","images":[{"img":"https://static.tigerbbs.com/33031f24d9892c2389c077d0d27a940b","width":"575","height":"355"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415166837665920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410617622155680,"gmtCreate":1741277006588,"gmtModify":1741277877274,"author":{"id":"3584569889559057","authorId":"3584569889559057","name":"菜鸟168","avatar":"https://static.tigerbbs.com/2d53f58ce0af426a0340351607c1661b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584569889559057","authorIdStr":"3584569889559057"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 亚马逊也是做电商平台加云，市盈率40多倍。阿里做电商2b➕2c平台加云，还加上33%蚂蚁金服的控股股权虽然不并表，但市盈率不到20倍。虽然阿里这些年运营有点弱，策略没了杰克马后又有点差，但蚂蚁真是超优质资产，期待早期反弹！","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 亚马逊也是做电商平台加云，市盈率40多倍。阿里做电商2b➕2c平台加云，还加上33%蚂蚁金服的控股股权虽然不并表，但市盈率不到20倍。虽然阿里这些年运营有点弱，策略没了杰克马后又有点差，但蚂蚁真是超优质资产，期待早期反弹！","text":"$阿里巴巴(BABA)$ 亚马逊也是做电商平台加云，市盈率40多倍。阿里做电商2b➕2c平台加云，还加上33%蚂蚁金服的控股股权虽然不并表，但市盈率不到20倍。虽然阿里这些年运营有点弱，策略没了杰克马后又有点差，但蚂蚁真是超优质资产，期待早期反弹！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372728033702240","isVote":1,"tweetType":1,"viewCount":8502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363187443028088,"gmtCreate":1729694166230,"gmtModify":1729694168300,"author":{"id":"3584569889559057","authorId":"3584569889559057","name":"菜鸟168","avatar":"https://static.tigerbbs.com/2d53f58ce0af426a0340351607c1661b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584569889559057","authorIdStr":"3584569889559057"},"themes":[],"title":"","htmlText":"作为一个亚马逊卖家，我身边所有同行都感觉到流量下降，虽说AI和AWS都增长，怎么支撑它60倍的市盈率？","listText":"作为一个亚马逊卖家，我身边所有同行都感觉到流量下降，虽说AI和AWS都增长，怎么支撑它60倍的市盈率？","text":"作为一个亚马逊卖家，我身边所有同行都感觉到流量下降，虽说AI和AWS都增长，怎么支撑它60倍的市盈率？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/363187443028088","repostId":"1161630315","repostType":2,"isVote":1,"tweetType":1,"viewCount":8492,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573651059351764","authorId":"3573651059351764","name":"JoernZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3573651059351764","authorIdStr":"3573651059351764"},"content":"因为从盈利数目而言，aws远超其他业务相加后的数字。亚马逊现在的市盈率就是靠着aws撑起来的。","text":"因为从盈利数目而言，aws远超其他业务相加后的数字。亚马逊现在的市盈率就是靠着aws撑起来的。","html":"因为从盈利数目而言，aws远超其他业务相加后的数字。亚马逊现在的市盈率就是靠着aws撑起来的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334808470634640,"gmtCreate":1722773291848,"gmtModify":1722773295518,"author":{"id":"3584569889559057","authorId":"3584569889559057","name":"菜鸟168","avatar":"https://static.tigerbbs.com/2d53f58ce0af426a0340351607c1661b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584569889559057","authorIdStr":"3584569889559057"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/AMZN 20240920 170.0 PUT\">$AMZN 20240920 170.0 PUT$ </a> 一直都想不明白60倍市盈率的巨头怎么还有那么多人看好","listText":"<a href=\"https://laohu8.com/OPT/AMZN 20240920 170.0 PUT\">$AMZN 20240920 170.0 PUT$ </a> 一直都想不明白60倍市盈率的巨头怎么还有那么多人看好","text":"$AMZN 20240920 170.0 PUT$ 一直都想不明白60倍市盈率的巨头怎么还有那么多人看好","images":[{"img":"https://static.tigerbbs.com/cda3622a923725bba9cbf218649dedfa","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/334808470634640","isVote":1,"tweetType":1,"viewCount":4676,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559952201911889","authorId":"3559952201911889","name":"人人有功练","avatar":"https://static.tigerbbs.com/6e9d535ce8e9a4c683917bac23452d0a","crmLevel":3,"crmLevelSwitch":0,"idStr":"3559952201911889","authorIdStr":"3559952201911889"},"content":"财报过后40了，不过相对其他巨头还是高，主要看未来增长率吧","text":"财报过后40了，不过相对其他巨头还是高，主要看未来增长率吧","html":"财报过后40了，不过相对其他巨头还是高，主要看未来增长率吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":333167189442800,"gmtCreate":1722365907653,"gmtModify":1722365909790,"author":{"id":"3584569889559057","authorId":"3584569889559057","name":"菜鸟168","avatar":"https://static.tigerbbs.com/2d53f58ce0af426a0340351607c1661b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584569889559057","authorIdStr":"3584569889559057"},"themes":[],"title":"","htmlText":"大跌加仓","listText":"大跌加仓","text":"大跌加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333167189442800","repostId":"1156295527","repostType":2,"isVote":1,"tweetType":1,"viewCount":2704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652971367,"gmtCreate":1684245157160,"gmtModify":1684245158892,"author":{"id":"3584569889559057","authorId":"3584569889559057","name":"菜鸟168","avatar":"https://static.tigerbbs.com/2d53f58ce0af426a0340351607c1661b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584569889559057","authorIdStr":"3584569889559057"},"themes":[],"title":"","htmlText":"每次下跌都是买入的机会","listText":"每次下跌都是买入的机会","text":"每次下跌都是买入的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/652971367","repostId":"1109159331","repostType":2,"isVote":1,"tweetType":1,"viewCount":5930,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091517051286810","authorId":"4091517051286810","name":"hsk1988","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4091517051286810","authorIdStr":"4091517051286810"},"content":"可谁能想到从372美金跌到72美金呢？","text":"可谁能想到从372美金跌到72美金呢？","html":"可谁能想到从372美金跌到72美金呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656281144,"gmtCreate":1683727614088,"gmtModify":1683728349906,"author":{"id":"3584569889559057","authorId":"3584569889559057","name":"菜鸟168","avatar":"https://static.tigerbbs.com/2d53f58ce0af426a0340351607c1661b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584569889559057","authorIdStr":"3584569889559057"},"themes":[],"title":"","htmlText":"我是一直唱多的平台卖家兼股东，我就做个大胆的猜测，SEA未来会不会发展线上赌博呢？","listText":"我是一直唱多的平台卖家兼股东，我就做个大胆的猜测，SEA未来会不会发展线上赌博呢？","text":"我是一直唱多的平台卖家兼股东，我就做个大胆的猜测，SEA未来会不会发展线上赌博呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656281144","repostId":"656669559","repostType":1,"repost":{"id":656669559,"gmtCreate":1683680290372,"gmtModify":1683680303651,"author":{"id":"3482808518866931","authorId":"3482808518866931","name":"江瀚视野","avatar":"https://static.laohu8.com/3c6e4485cf99feeda324217af19f8174","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482808518866931","authorIdStr":"3482808518866931"},"themes":[],"title":"大裁员之后的冬海终于赚钱了，立马加薪的东南亚小腾讯未来何在？ ","htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 在东南亚市场上，有一家公司有着东南亚小腾讯的称呼，这就是著名的东南亚互联网巨头冬海集团，在经历了一系列的裁员降薪之后冬海集团终于扭亏为盈，之后就立马启动加薪，很多人都在问东南亚小腾讯冬海的未来到底该怎么看？ 一、大裁员之后的冬海终于赚钱了 “有“东南亚小腾讯”之称的新加坡冬海集团（Sea Ltd.）周一宣布，将给大多数员工加薪5%，将从今年7月开始，3月31日之前加入的员工都有资格加薪。创始人李小冬表示，该公司已经实现了“自给自足”，其现金余额现在每个季度都在增加，而不是减少，提前实现了去年设定的目标。在去年科技行业低迷时期，该公司曾大幅削减成本，冻结工资并裁员数千人。 这家亚洲互联网巨头在成立约14年后，于3月公布了有史以来的首次季度净利润。 去年四季度，SEA营收实现35亿美元，同比增长7.1%，经营利润实现3.43亿美元，首次单季盈利。而市场仍预期SEA经营亏损3.9亿，SEA的盈亏转正时点也比市场预期早了两个季度。受利润大超预期的影响，SEA财报发布后当天，股价涨超21.8%。 SEA电商几乎放弃了全球化愿景。公司已经先后退出了法国等欧洲国家，在今年1月，SEA正式关停欧洲的最后一站波兰。而在南美市场，SEA除巴西市场外放弃了成本更高的本地化经营，开始全面转向纯跨境电商模式。金融业务销售费用率下降更为惊人，同比降速超110%。金融业务销售费率大降是因为公司业务重心由支付转向借贷业务。发展更赚钱的借贷业务，减少了SEA金融业务的获客压力，支付业务需要培养用户的使用习惯。 二、盈利就加薪的冬海到底未来何在？ 冬海宣布在过去几个月中实现了盈利，并表示将提高员工的薪资水平。这个消息很快引起了业内人士的广泛关注和热议。那么，冬海赚钱之后立即加薪，这么做的目的是什么？我们又该","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 在东南亚市场上，有一家公司有着东南亚小腾讯的称呼，这就是著名的东南亚互联网巨头冬海集团，在经历了一系列的裁员降薪之后冬海集团终于扭亏为盈，之后就立马启动加薪，很多人都在问东南亚小腾讯冬海的未来到底该怎么看？ 一、大裁员之后的冬海终于赚钱了 “有“东南亚小腾讯”之称的新加坡冬海集团（Sea Ltd.）周一宣布，将给大多数员工加薪5%，将从今年7月开始，3月31日之前加入的员工都有资格加薪。创始人李小冬表示，该公司已经实现了“自给自足”，其现金余额现在每个季度都在增加，而不是减少，提前实现了去年设定的目标。在去年科技行业低迷时期，该公司曾大幅削减成本，冻结工资并裁员数千人。 这家亚洲互联网巨头在成立约14年后，于3月公布了有史以来的首次季度净利润。 去年四季度，SEA营收实现35亿美元，同比增长7.1%，经营利润实现3.43亿美元，首次单季盈利。而市场仍预期SEA经营亏损3.9亿，SEA的盈亏转正时点也比市场预期早了两个季度。受利润大超预期的影响，SEA财报发布后当天，股价涨超21.8%。 SEA电商几乎放弃了全球化愿景。公司已经先后退出了法国等欧洲国家，在今年1月，SEA正式关停欧洲的最后一站波兰。而在南美市场，SEA除巴西市场外放弃了成本更高的本地化经营，开始全面转向纯跨境电商模式。金融业务销售费用率下降更为惊人，同比降速超110%。金融业务销售费率大降是因为公司业务重心由支付转向借贷业务。发展更赚钱的借贷业务，减少了SEA金融业务的获客压力，支付业务需要培养用户的使用习惯。 二、盈利就加薪的冬海到底未来何在？ 冬海宣布在过去几个月中实现了盈利，并表示将提高员工的薪资水平。这个消息很快引起了业内人士的广泛关注和热议。那么，冬海赚钱之后立即加薪，这么做的目的是什么？我们又该","text":"$Sea Ltd(SE)$ 在东南亚市场上，有一家公司有着东南亚小腾讯的称呼，这就是著名的东南亚互联网巨头冬海集团，在经历了一系列的裁员降薪之后冬海集团终于扭亏为盈，之后就立马启动加薪，很多人都在问东南亚小腾讯冬海的未来到底该怎么看？ 一、大裁员之后的冬海终于赚钱了 “有“东南亚小腾讯”之称的新加坡冬海集团（Sea Ltd.）周一宣布，将给大多数员工加薪5%，将从今年7月开始，3月31日之前加入的员工都有资格加薪。创始人李小冬表示，该公司已经实现了“自给自足”，其现金余额现在每个季度都在增加，而不是减少，提前实现了去年设定的目标。在去年科技行业低迷时期，该公司曾大幅削减成本，冻结工资并裁员数千人。 这家亚洲互联网巨头在成立约14年后，于3月公布了有史以来的首次季度净利润。 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