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不敢为天下先

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不敢为天下先

04-16

$NVDA 20260415 197.5 PUT$

不敢为天下先

04-16

$AAPL 20260415 262.5 CALL$ 我能说我把苹果的盈利买了英伟达的197.5put，英伟达又接近20倍的盈利了吗[吃瓜] [吃瓜] [吃瓜]

不敢为天下先

2025-11-07

$TSLA 20260116 460.0 CALL$ 买了50000＄的特斯拉call，薪酬计划板上钉钉的过，有马斯克的特斯拉和没马斯克的特斯拉是两种公司

不敢为天下先

2025-10-27

$理想汽车(LI)$ 补仓10000股

不敢为天下先

2025-10-27

$理想汽车(LI)$ 周五收盘前买了一点，目标攒够10万股

不敢为天下先

2025-10-27

$理想汽车(LI)$

不敢为天下先

2025-10-25

$AAPL 20251024 262.5 CALL$

不敢为天下先

2025-10-25

$AAPL 20251024 262.5 CALL$ 平仓离场

不敢为天下先

2025-10-25

$AAPL 20251024 262.5 CALL$

不敢为天下先

2025-10-25

$AAPL 20251024 262.5 CALL$

不敢为天下先

2025-10-20

$台积电(TSM)$

不敢为天下先

2025-10-18

$理想汽车(LI)$ +15万＄

不敢为天下先

2025-10-18

$台积电(TSM)$ 买入15万＄

不敢为天下先

2025-10-18

$TSLA 20251017 440.0 CALL$ 平仓

不敢为天下先

2025-10-18

$AAPL 20251017 252.5 CALL$ 平仓

不敢为天下先

2025-10-18

$AAPL 20251017 252.5 CALL$

不敢为天下先

2025-10-18

$AAPL 20251017 252.5 CALL$

不敢为天下先

2025-10-18

$AAPL 20251017 252.5 CALL$

不敢为天下先

2025-10-18

$TSLA 20251017 440.0 CALL$

不敢为天下先

2025-10-18

$TSLA 20251017 440.0 CALL$

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20260415 262.5 CALL\">$AAPL 20260415 262.5 CALL$</a> 我能说我把苹果的盈利买了英伟达的197.5put，英伟达又接近20倍的盈利了吗[吃瓜]&nbsp; [吃瓜]&nbsp; [吃瓜]&nbsp;&nbsp;","text":"$AAPL 20260415 262.5 CALL$ 我能说我把苹果的盈利买了英伟达的197.5put，英伟达又接近20倍的盈利了吗[吃瓜] [吃瓜] [吃瓜]","images":[{"img":"https://static.tigerbbs.com/e5f9f6139ed6afed3faccdc7c8646d28","width":"924","height":"1536"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553933666162112","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":497383281738080,"gmtCreate":1762454597392,"gmtModify":1762454609395,"author":{"id":"4154251016181652","authorId":"4154251016181652","name":"不敢为天下先","avatar":"https://static.tigerbbs.com/d0ee4acd630df2dde175d7dc062e2bd6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154251016181652","authorIdStr":"4154251016181652"},"themes":[],"title":"","htmlText":"<a 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没必要赌这么大","text":"都知道通过 就是计算在内的 没必要赌这么大","html":"都知道通过 就是计算在内的 没必要赌这么大"},{"author":{"id":"3496010628563245","authorId":"3496010628563245","name":"丛林之王","avatar":"https://static.tigerbbs.com/eeebf58c1f272c4aefcadd256cae4556","crmLevel":7,"crmLevelSwitch":0,"idStr":"3496010628563245","authorIdStr":"3496010628563245"},"content":"所有人能看到的，都能掺合进去的那还叫机会么？","text":"所有人能看到的，都能掺合进去的那还叫机会么？","html":"所有人能看到的，都能掺合进去的那还叫机会么？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":493616422183368,"gmtCreate":1761533098661,"gmtModify":1761739202542,"author":{"id":"4154251016181652","authorId":"4154251016181652","name":"不敢为天下先","avatar":"https://static.tigerbbs.com/d0ee4acd630df2dde175d7dc062e2bd6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154251016181652","authorIdStr":"4154251016181652"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 补仓10000股","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 补仓10000股","text":"$理想汽车(LI)$ 补仓10000股","images":[{"img":"https://static.tigerbbs.com/5c37cb1c7ac772b4448a162a8e23b7a3","width":"972","height":"1631"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/493616422183368","isVote":1,"tweetType":1,"viewCount":5183,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493111093039288","authorId":"3493111093039288","name":"MaxPlanck","avatar":"https://static.tigerbbs.com/91fbb0ea64fb9e45c5360972c33d4485","crmLevel":4,"crmLevelSwitch":0,"idStr":"3493111093039288","authorIdStr":"3493111093039288"},"content":"可以，大佬，理想基本面没问题的，蔚小理三家里就它最稳，上限最高了","text":"可以，大佬，理想基本面没问题的，蔚小理三家里就它最稳，上限最高了","html":"可以，大佬，理想基本面没问题的，蔚小理三家里就它最稳，上限最高了"},{"author":{"id":"4174687195810040","authorId":"4174687195810040","name":"早起是福","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4174687195810040","authorIdStr":"4174687195810040"},"content":"当你的财富和认知不匹配的时候…","text":"当你的财富和认知不匹配的时候…","html":"当你的财富和认知不匹配的时候…"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":493587101814952,"gmtCreate":1761525353887,"gmtModify":1761525356693,"author":{"id":"4154251016181652","authorId":"4154251016181652","name":"不敢为天下先","avatar":"https://static.tigerbbs.com/d0ee4acd630df2dde175d7dc062e2bd6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154251016181652","authorIdStr":"4154251016181652"},"themes":[],"title":"","htmlText":"<a 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我作为一个钢铁制造业从业者，理想这个公司本质上是做0-1的原创性公司，执行高效，成本严控，决策果断，战略方向调整决绝，你们如果不是制造业从业人员，根本不明白这几项中的任何一项有多难做到，而这家公司同时具备，简直炸裂","images":[{"img":"https://static.tigerbbs.com/fa47d528bf2a90a5497898a75f5910c3","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/482766170780024","isVote":1,"tweetType":1,"viewCount":17631,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010483","authorId":"10000000000010483","name":"今天又是努力不亏钱的一天","avatar":"https://static.tigerbbs.com/3c62a26d49b4acdcc3fb4ff1862b2d0e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010483","idStr":"10000000000010483"},"content":"如果从更长的时间看，理想的市值应该最低。因为增程只是个过渡产品，未来就是纯电的天下。在增程上，理想浪费了太多的时间。当蔚来和小鹏纯电都迭代很多代了，理想才回过味来补课，时间有点晚了。 不过，幸好理想手头还有钱，有钱就有改错的资本。但是，即便如此，机会的窗口也不太宽","text":"如果从更长的时间看，理想的市值应该最低。因为增程只是个过渡产品，未来就是纯电的天下。在增程上，理想浪费了太多的时间。当蔚来和小鹏纯电都迭代很多代了，理想才回过味来补课，时间有点晚了。 不过，幸好理想手头还有钱，有钱就有改错的资本。但是，即便如此，机会的窗口也不太宽","html":"如果从更长的时间看，理想的市值应该最低。因为增程只是个过渡产品，未来就是纯电的天下。在增程上，理想浪费了太多的时间。当蔚来和小鹏纯电都迭代很多代了，理想才回过味来补课，时间有点晚了。 不过，幸好理想手头还有钱，有钱就有改错的资本。但是，即便如此，机会的窗口也不太宽"},{"author":{"id":"10000000000010481","authorId":"10000000000010481","name":"暮烟风雨","avatar":"https://static.tigerbbs.com/07c96db55686042cdad8d7a5bde041d7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010481","idStr":"10000000000010481"},"content":"资本市场都是向前看的，谁看过去的财务数据？蔚来市值至少应该和理想，小鹏看齐","text":"资本市场都是向前看的，谁看过去的财务数据？蔚来市值至少应该和理想，小鹏看齐","html":"资本市场都是向前看的，谁看过去的财务数据？蔚来市值至少应该和理想，小鹏看齐"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":482776133820848,"gmtCreate":1758893852632,"gmtModify":1758893854951,"author":{"id":"4154251016181652","authorId":"4154251016181652","name":"不敢为天下先","avatar":"https://static.tigerbbs.com/d0ee4acd630df2dde175d7dc062e2bd6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4154251016181652","idStr":"4154251016181652"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/AAPL 20250926 260.0 CALL\">$AAPL 20250926 260.0 CALL$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/AAPL 20250926 260.0 CALL\">$AAPL 20250926 260.0 CALL$</a>&nbsp;","text":"$AAPL 20250926 260.0 CALL$","images":[{"img":"https://static.tigerbbs.com/efc49b1cc95d9672e967d739c78a063c","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/482776133820848","isVote":1,"tweetType":1,"viewCount":2735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":219620816150632,"gmtCreate":1694656037486,"gmtModify":1694656042903,"author":{"id":"4154251016181652","authorId":"4154251016181652","name":"不敢为天下先","avatar":"https://static.tigerbbs.com/d0ee4acd630df2dde175d7dc062e2bd6","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4154251016181652","idStr":"4154251016181652"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>谈谈当下最火爆的比亚迪 先说结论：中国未来的电动车车市场头部属于特斯拉，小米汽车，华为 比亚迪是一家披着新势力外衣的传统车企，他的企业经营逻辑是前时代的，今日的优势是占了供应链的先机，比亚迪大概率是智能机时代的HTC，占得先机，但最终 原因分析： 一：生产角度看，比亚迪选择多车型堆销量，在5-10万，10-15万，15-20万，20-25万，25-30万，各个价格区间投放对应的车型，迅速靠此策略将销量推到很高，比亚迪前期受其所益，后期大概率受其所制 如果同样的200万辆销量，比亚迪是通过20款车完成的，特斯拉和小米会是通过2款车型完成的，如果你是搞生产的，你会明白这意味着什么，在同样的价格区间的车，对方的投入和研发强度是比亚迪的十倍，而这是其产品无法抗衡的 二：销售角度看，比亚迪选择渠道商4S店模式，特斯拉小米选择直营，4s店渠道的优点是前期拓展快，缺点是后期厂家受渠道商掣肘，长久看，不符合去中间化的大势，渠道模式越往后做越难做，因为利益分配容易与渠道产生冲突，并且不利于消费者 三：技术角度看，电动车市场最终比拼的核心竞争力是谁能率先做出来ios系统来，也就是智能化的自动驾驶，谁掌握了这一点，也就拿走了行业的绝大部分利润，这个技术绝不可能出现在比亚迪身上，因为他是一家披着新势力的传统车企，突破大概率是特斯拉或者华为 这也大概是为什么任正非不愿意现在下场造车的原因，他明白，汽车硬件即使堆砌的再厉害，在智能化出来以后，大概是也是被碾压，所以华为不是不造车，而必然是先突破智能化和自动驾驶，再造车，他的华为不造车有效期5年，大概率图谋的也是这个，毕竟，华为的优势是技术，而不是供应链，错位竞争，抓牛鼻子 新能源汽车前半段是电动化，后半段是智能化和自动化这句话，是","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>谈谈当下最火爆的比亚迪 先说结论：中国未来的电动车车市场头部属于特斯拉，小米汽车，华为 比亚迪是一家披着新势力外衣的传统车企，他的企业经营逻辑是前时代的，今日的优势是占了供应链的先机，比亚迪大概率是智能机时代的HTC，占得先机，但最终 原因分析： 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