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爱雅额
04-25 20:44
$苹果(AAPL)$
iPhone销量下降的原因有几个方面。随着智能手机价格的不断攀升,其耐用性也相应下降,这导致用户更长时间地使用旧设备。智能手机生命周期的延长主要影响了苹果公司,因为该公司一直依赖频繁的升级来推动销量增长。目前,激活率的下降是智能手机市场消费者行为变化的一个重要指标。人们越来越不愿意像以前那样快速升级设备,而更倾向于等待更实质性的更新或技术转变。
爱雅额
04-23
$阿里巴巴-SW(09988)$
$阿里巴巴(BABA)$
阿里估计等财报。走势非常弱。感觉随时转跌,没证明自己之前,股价不太会有变化。B站可能就这样了。
爱雅额
04-23
$Marathon Digital Holdings Inc(MARA)$
Mara的挖矿效率真是个谜,减半当天只挖了两个block,21日和22日各挖了3个block,然后突然大爆发,今天截至目前已经挖了7个block......
爱雅额
04-16
$腾讯控股(00700)$
美国通胀高居不下,然而各项经济数据又很好,FED没有足够的理由降息,美股整体维持高位总感觉不那么靠谱,部分个股盈利好可以理解,但是指数那么多公司的整体市值一直那么高是不可持续的,至少比较脆弱吧。美元延续强势,中概也不会好到哪里去,然后这个月腾讯不能回购,也许股价又要到300以下了,是个不错的位置。今年1000亿的回购,总是有可能股价往上蹦跶蹦跶的吧。腾讯基本面很稳,估值在低位,至少不高吧,加上加大回购,今年表现可期。不期待涨多高,跟着震荡做做T吧。
爱雅额
04-16
$美国超微公司(AMD)$
从观感来看,AMD的产品相关是最高频的。一方面也是他的产线长,桌面、主机、服务器都有涉及,而且确实都做的不错。未来有侧端和云端两个ai预期。前者从苏妈北京峰会宣讲来看,amd目前侧端产品all in ai。后者就看mi300系列到底卖的怎么样了,虽然这是个增量市场,但是对手太强,且云服务大厂也正在自己下场做芯片
爱雅额
04-15
谷歌
$谷歌(GOOG)$
$谷歌A(GOOGL)$
市值突破2万亿美元!互联网巨头再次刷新纪录!朋友们,今天有个大新闻!谷歌这家互联网巨头再次刷新了我们的认知,市值竟然突破了2万亿美元!🤩是的,你没听错,就是2万亿!这个数字简直让人目瞪口呆,感觉就像是在看一部科幻电影。
爱雅额
04-15
特斯拉
$特斯拉(TSLA)$
正在往死亡路上一路狂奔这次大裁员只是开始,等川普这个反电动车狂热者上台,特斯拉就是死亡之日,老窝被端基本凉透,那些特粉要买车的赶紧把,过两年买不到了
爱雅额
04-12
我用了很多年淘宝,中途转向拼多多
$拼多多(PDD)$
,因为价格便宜点,现在回淘宝
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
,发现拼多多不便宜了 最终鹿死谁手不好说,拼多多的团队战斗力比较猛,阿里没有马云带队士气有点不足
爱雅额
04-12
苹果
$苹果(AAPL)$
在2月份的销量达到1741万部,苹果在2月份在多个主要市场的销量同比下滑,美国下滑9%,中国下滑16%,印度下滑13%。欧洲市场表现强劲增长,全球市场销量同比下滑了4%。预计一季度销量将同比下滑8.9%,从5600万部降至5100万部。
爱雅额
04-12
特斯拉
$特斯拉(TSLA)$
早都不用cnn,换transformer了,激光雷达主动成像比视觉这种被动成像有先天优势,搞不懂特斯拉为啥死抱纯视觉,迟早被华为卷死
爱雅额
04-10
时间有限,不多说了。大饼正如预测,进入调整,
$Coinbase Global, Inc.(COIN)$
也正在逐步迈向小6或5字头。更强烈的调整是姨太。我实在太佩服自己了。近来好像对空头的准确率比多头的高很多。哪里止住,决定今晚跳个神。
爱雅额
04-10
周一刚站上五日线第三天,刚准备进场
$美国超微公司(AMD)$
,周二破了五日线,然后就等呗,等企稳五日线三天以上再进,今天就躲过了大面,坚持自己交易逻辑,运气好
爱雅额
04-08
即使像微软
$微软(MSFT)$
这样的股票在过去十五年里也有跌到过11块 但是优秀公司的价值 通过时间还是会回来 看准优秀的公司是多么重要
爱雅额
04-08
相比主要在韩国上市的SK海力士、三星,美光几乎是美股市场上唯一的HBM存储概念厂商。这也是华尔街大行,包括高盛、花旗、美银等,都看好美光的重要原因。而一旦下游某个需求超预期复苏,芯片价格还有可能加速上涨。当市场叙事从“AI存力”转向“整体存储周期复苏”时,股票可能会更积极地反应。
$美光科技(MU)$
爱雅额
04-03
法院驳回了coin
$Coinbase Global, Inc.(COIN)$
提出的动议,意味着只能按正常时间和流程跟SEC抗衡,不过有xrp赢的先例,最终大概率不会有什么悬念。趋势往往是最强大的力量。
爱雅额
04-03
ai PC
$美国超微公司(AMD)$
的路子,感觉有点意思但不多。为了隐私和安全把大模型部署在个人PC上,这会是什么样的勾八奇葩需求?怎么想都觉得有点莫名其妙。英特尔和amd感觉路子都有点走歪了,面对ai时代有些进退失据,一个两个搞不清自己是谁,应该干嘛了。
爱雅额
04-02
随着华为和小米
$小米集团-W(01810)$
$小米集团ADR(XIACY)$
入场,让汽车行业没有容错空间了。华为不断往上,问界 M9 和享界 S9,蔚来
$蔚来(NIO)$
$蔚来(NIO.SI)$
的豪华价值已经没了。小米入场,小鹏
$小鹏汽车(XPEV)$
跟不上也要掉队。以前供给不足,产品有缺陷也有人买,现在不行了,营销、产品、供应,都要强。
爱雅额
04-02
从它占大饼总量的1%以上的角度来看,似乎不到300亿的市值也不是那么贵了。。。,毕竟大饼大类资产总额会是多少谁也不知道,如果能到M2美元20万亿,想想都要飞天了。。。
$MicroStrategy Incorporated(MSTR)$
爱雅额
04-01
第一问:全球低空经济龙头亿航智能估值仅仅12亿美元,国内低空经济龙头万丰奥威都已经是亿航智能的4倍,这个合理吗?第二问:全球人工智能龙头英伟达估值高达22600亿美元,国内人工智能龙头科大讯飞等跟其对比,差着几百倍,这个合理吗?第三问:在A股,是低空经济高估了,还是人工智能低估了?
$亿航智能(EH)$
爱雅额
04-01
$MicroStrategy Incorporated(MSTR)$
的高溢价是事实,但做空机构在大饼刚刚突破新高的位置做空微策,我不认为是明智之举。大饼在此位置整理后,大概率会进入3-5周的一波主升浪上涨,这个位置开空,既不是最佳空间,也不是最佳时间。大幅震荡再所难免,鹿死谁手结果未知,在大饼破10w刀之前,我不会轻易卖出微策,我没有任何杠杆,不惧波动,如果最终错了,我甘愿买单。大饼现在的问题,是供给枯竭,涨跌概率,由此而知!
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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> iPhone销量下降的原因有几个方面。随着智能手机价格的不断攀升,其耐用性也相应下降,这导致用户更长时间地使用旧设备。智能手机生命周期的延长主要影响了苹果公司,因为该公司一直依赖频繁的升级来推动销量增长。目前,激活率的下降是智能手机市场消费者行为变化的一个重要指标。人们越来越不愿意像以前那样快速升级设备,而更倾向于等待更实质性的更新或技术转变。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> iPhone销量下降的原因有几个方面。随着智能手机价格的不断攀升,其耐用性也相应下降,这导致用户更长时间地使用旧设备。智能手机生命周期的延长主要影响了苹果公司,因为该公司一直依赖频繁的升级来推动销量增长。目前,激活率的下降是智能手机市场消费者行为变化的一个重要指标。人们越来越不愿意像以前那样快速升级设备,而更倾向于等待更实质性的更新或技术转变。","text":"$苹果(AAPL)$ iPhone销量下降的原因有几个方面。随着智能手机价格的不断攀升,其耐用性也相应下降,这导致用户更长时间地使用旧设备。智能手机生命周期的延长主要影响了苹果公司,因为该公司一直依赖频繁的升级来推动销量增长。目前,激活率的下降是智能手机市场消费者行为变化的一个重要指标。人们越来越不愿意像以前那样快速升级设备,而更倾向于等待更实质性的更新或技术转变。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299067469021208","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298349544943744,"gmtCreate":1713877477652,"gmtModify":1713877481559,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v> 阿里估计等财报。走势非常弱。感觉随时转跌,没证明自己之前,股价不太会有变化。B站可能就这样了。","listText":"<a 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Mara的挖矿效率真是个谜,减半当天只挖了两个block,21日和22日各挖了3个block,然后突然大爆发,今天截至目前已经挖了7个block......","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> Mara的挖矿效率真是个谜,减半当天只挖了两个block,21日和22日各挖了3个block,然后突然大爆发,今天截至目前已经挖了7个block......","text":"$Marathon Digital Holdings Inc(MARA)$ Mara的挖矿效率真是个谜,减半当天只挖了两个block,21日和22日各挖了3个block,然后突然大爆发,今天截至目前已经挖了7个block......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298347017138312","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295995914293480,"gmtCreate":1713273548346,"gmtModify":1713273550988,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v> 美国通胀高居不下,然而各项经济数据又很好,FED没有足够的理由降息,美股整体维持高位总感觉不那么靠谱,部分个股盈利好可以理解,但是指数那么多公司的整体市值一直那么高是不可持续的,至少比较脆弱吧。美元延续强势,中概也不会好到哪里去,然后这个月腾讯不能回购,也许股价又要到300以下了,是个不错的位置。今年1000亿的回购,总是有可能股价往上蹦跶蹦跶的吧。腾讯基本面很稳,估值在低位,至少不高吧,加上加大回购,今年表现可期。不期待涨多高,跟着震荡做做T吧。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v> 美国通胀高居不下,然而各项经济数据又很好,FED没有足够的理由降息,美股整体维持高位总感觉不那么靠谱,部分个股盈利好可以理解,但是指数那么多公司的整体市值一直那么高是不可持续的,至少比较脆弱吧。美元延续强势,中概也不会好到哪里去,然后这个月腾讯不能回购,也许股价又要到300以下了,是个不错的位置。今年1000亿的回购,总是有可能股价往上蹦跶蹦跶的吧。腾讯基本面很稳,估值在低位,至少不高吧,加上加大回购,今年表现可期。不期待涨多高,跟着震荡做做T吧。","text":"$腾讯控股(00700)$ 美国通胀高居不下,然而各项经济数据又很好,FED没有足够的理由降息,美股整体维持高位总感觉不那么靠谱,部分个股盈利好可以理解,但是指数那么多公司的整体市值一直那么高是不可持续的,至少比较脆弱吧。美元延续强势,中概也不会好到哪里去,然后这个月腾讯不能回购,也许股价又要到300以下了,是个不错的位置。今年1000亿的回购,总是有可能股价往上蹦跶蹦跶的吧。腾讯基本面很稳,估值在低位,至少不高吧,加上加大回购,今年表现可期。不期待涨多高,跟着震荡做做T吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295995914293480","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295993117966568,"gmtCreate":1713272865649,"gmtModify":1713272869775,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 从观感来看,AMD的产品相关是最高频的。一方面也是他的产线长,桌面、主机、服务器都有涉及,而且确实都做的不错。未来有侧端和云端两个ai预期。前者从苏妈北京峰会宣讲来看,amd目前侧端产品all in ai。后者就看mi300系列到底卖的怎么样了,虽然这是个增量市场,但是对手太强,且云服务大厂也正在自己下场做芯片","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 从观感来看,AMD的产品相关是最高频的。一方面也是他的产线长,桌面、主机、服务器都有涉及,而且确实都做的不错。未来有侧端和云端两个ai预期。前者从苏妈北京峰会宣讲来看,amd目前侧端产品all in ai。后者就看mi300系列到底卖的怎么样了,虽然这是个增量市场,但是对手太强,且云服务大厂也正在自己下场做芯片","text":"$美国超微公司(AMD)$ 从观感来看,AMD的产品相关是最高频的。一方面也是他的产线长,桌面、主机、服务器都有涉及,而且确实都做的不错。未来有侧端和云端两个ai预期。前者从苏妈北京峰会宣讲来看,amd目前侧端产品all in ai。后者就看mi300系列到底卖的怎么样了,虽然这是个增量市场,但是对手太强,且云服务大厂也正在自己下场做芯片","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295993117966568","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295643610362088,"gmtCreate":1713187536644,"gmtModify":1713187539850,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v> 市值突破2万亿美元!互联网巨头再次刷新纪录!朋友们,今天有个大新闻!谷歌这家互联网巨头再次刷新了我们的认知,市值竟然突破了2万亿美元!🤩是的,你没听错,就是2万亿!这个数字简直让人目瞪口呆,感觉就像是在看一部科幻电影。","listText":"谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v> 市值突破2万亿美元!互联网巨头再次刷新纪录!朋友们,今天有个大新闻!谷歌这家互联网巨头再次刷新了我们的认知,市值竟然突破了2万亿美元!🤩是的,你没听错,就是2万亿!这个数字简直让人目瞪口呆,感觉就像是在看一部科幻电影。","text":"谷歌 $谷歌(GOOG)$ $谷歌A(GOOGL)$ 市值突破2万亿美元!互联网巨头再次刷新纪录!朋友们,今天有个大新闻!谷歌这家互联网巨头再次刷新了我们的认知,市值竟然突破了2万亿美元!🤩是的,你没听错,就是2万亿!这个数字简直让人目瞪口呆,感觉就像是在看一部科幻电影。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295643610362088","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295641248211104,"gmtCreate":1713187061009,"gmtModify":1713187063037,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 正在往死亡路上一路狂奔这次大裁员只是开始,等川普这个反电动车狂热者上台,特斯拉就是死亡之日,老窝被端基本凉透,那些特粉要买车的赶紧把,过两年买不到了","listText":"特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 正在往死亡路上一路狂奔这次大裁员只是开始,等川普这个反电动车狂热者上台,特斯拉就是死亡之日,老窝被端基本凉透,那些特粉要买车的赶紧把,过两年买不到了","text":"特斯拉 $特斯拉(TSLA)$ 正在往死亡路上一路狂奔这次大裁员只是开始,等川普这个反电动车狂热者上台,特斯拉就是死亡之日,老窝被端基本凉透,那些特粉要买车的赶紧把,过两年买不到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295641248211104","isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294516296343640,"gmtCreate":1712929297475,"gmtModify":1712929299897,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我用了很多年淘宝,中途转向拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> ,因为价格便宜点,现在回淘宝 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> ,发现拼多多不便宜了 最终鹿死谁手不好说,拼多多的团队战斗力比较猛,阿里没有马云带队士气有点不足","listText":"我用了很多年淘宝,中途转向拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> ,因为价格便宜点,现在回淘宝 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> ,发现拼多多不便宜了 最终鹿死谁手不好说,拼多多的团队战斗力比较猛,阿里没有马云带队士气有点不足","text":"我用了很多年淘宝,中途转向拼多多 $拼多多(PDD)$ ,因为价格便宜点,现在回淘宝 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ ,发现拼多多不便宜了 最终鹿死谁手不好说,拼多多的团队战斗力比较猛,阿里没有马云带队士气有点不足","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294516296343640","isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294513415114768,"gmtCreate":1712928526723,"gmtModify":1712928528874,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 在2月份的销量达到1741万部,苹果在2月份在多个主要市场的销量同比下滑,美国下滑9%,中国下滑16%,印度下滑13%。欧洲市场表现强劲增长,全球市场销量同比下滑了4%。预计一季度销量将同比下滑8.9%,从5600万部降至5100万部。","listText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 在2月份的销量达到1741万部,苹果在2月份在多个主要市场的销量同比下滑,美国下滑9%,中国下滑16%,印度下滑13%。欧洲市场表现强劲增长,全球市场销量同比下滑了4%。预计一季度销量将同比下滑8.9%,从5600万部降至5100万部。","text":"苹果 $苹果(AAPL)$ 在2月份的销量达到1741万部,苹果在2月份在多个主要市场的销量同比下滑,美国下滑9%,中国下滑16%,印度下滑13%。欧洲市场表现强劲增长,全球市场销量同比下滑了4%。预计一季度销量将同比下滑8.9%,从5600万部降至5100万部。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294513415114768","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294510999355480,"gmtCreate":1712928004265,"gmtModify":1712928008018,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 早都不用cnn,换transformer了,激光雷达主动成像比视觉这种被动成像有先天优势,搞不懂特斯拉为啥死抱纯视觉,迟早被华为卷死","listText":"特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 早都不用cnn,换transformer了,激光雷达主动成像比视觉这种被动成像有先天优势,搞不懂特斯拉为啥死抱纯视觉,迟早被华为卷死","text":"特斯拉 $特斯拉(TSLA)$ 早都不用cnn,换transformer了,激光雷达主动成像比视觉这种被动成像有先天优势,搞不懂特斯拉为啥死抱纯视觉,迟早被华为卷死","images":[{"img":"https://static.tigerbbs.com/6754f41cce4c404d7a94e1233985c037","width":"144","height":"173"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294510999355480","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293861913481368,"gmtCreate":1712748647864,"gmtModify":1712748659096,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"时间有限,不多说了。大饼正如预测,进入调整, <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 也正在逐步迈向小6或5字头。更强烈的调整是姨太。我实在太佩服自己了。近来好像对空头的准确率比多头的高很多。哪里止住,决定今晚跳个神。","listText":"时间有限,不多说了。大饼正如预测,进入调整, <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 也正在逐步迈向小6或5字头。更强烈的调整是姨太。我实在太佩服自己了。近来好像对空头的准确率比多头的高很多。哪里止住,决定今晚跳个神。","text":"时间有限,不多说了。大饼正如预测,进入调整, $Coinbase Global, Inc.(COIN)$ 也正在逐步迈向小6或5字头。更强烈的调整是姨太。我实在太佩服自己了。近来好像对空头的准确率比多头的高很多。哪里止住,决定今晚跳个神。","images":[{"img":"https://static.tigerbbs.com/2e20f061bf92eb3df76fbb672a418150","width":"923","height":"923"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293861913481368","isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293859927449752,"gmtCreate":1712748162993,"gmtModify":1712748169120,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"周一刚站上五日线第三天,刚准备进场 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> ,周二破了五日线,然后就等呗,等企稳五日线三天以上再进,今天就躲过了大面,坚持自己交易逻辑,运气好","listText":"周一刚站上五日线第三天,刚准备进场 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> ,周二破了五日线,然后就等呗,等企稳五日线三天以上再进,今天就躲过了大面,坚持自己交易逻辑,运气好","text":"周一刚站上五日线第三天,刚准备进场 $美国超微公司(AMD)$ ,周二破了五日线,然后就等呗,等企稳五日线三天以上再进,今天就躲过了大面,坚持自己交易逻辑,运气好","images":[{"img":"https://static.tigerbbs.com/d0f7df1de80c02c91ffe4a88e2f0319b","width":"437","height":"261"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293859927449752","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293116733681816,"gmtCreate":1712585107664,"gmtModify":1712585115104,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"即使像微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 这样的股票在过去十五年里也有跌到过11块 但是优秀公司的价值 通过时间还是会回来 看准优秀的公司是多么重要","listText":"即使像微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 这样的股票在过去十五年里也有跌到过11块 但是优秀公司的价值 通过时间还是会回来 看准优秀的公司是多么重要","text":"即使像微软 $微软(MSFT)$ 这样的股票在过去十五年里也有跌到过11块 但是优秀公司的价值 通过时间还是会回来 看准优秀的公司是多么重要","images":[{"img":"https://static.tigerbbs.com/49df73af78919b0af0eaa4ca93d4bc46","width":"547","height":"521"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/293116733681816","isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494406003737040","authorId":"3494406003737040","name":"Crzidea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"11块的时候北京还在准备开奥运会,鼓楼大街的房子8000一平都嫌贵,你这个比较没有意义。","text":"11块的时候北京还在准备开奥运会,鼓楼大街的房子8000一平都嫌贵,你这个比较没有意义。","html":"11块的时候北京还在准备开奥运会,鼓楼大街的房子8000一平都嫌贵,你这个比较没有意义。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293114957242520,"gmtCreate":1712584673963,"gmtModify":1712584675637,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"相比主要在韩国上市的SK海力士、三星,美光几乎是美股市场上唯一的HBM存储概念厂商。这也是华尔街大行,包括高盛、花旗、美银等,都看好美光的重要原因。而一旦下游某个需求超预期复苏,芯片价格还有可能加速上涨。当市场叙事从“AI存力”转向“整体存储周期复苏”时,股票可能会更积极地反应。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>","listText":"相比主要在韩国上市的SK海力士、三星,美光几乎是美股市场上唯一的HBM存储概念厂商。这也是华尔街大行,包括高盛、花旗、美银等,都看好美光的重要原因。而一旦下游某个需求超预期复苏,芯片价格还有可能加速上涨。当市场叙事从“AI存力”转向“整体存储周期复苏”时,股票可能会更积极地反应。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>","text":"相比主要在韩国上市的SK海力士、三星,美光几乎是美股市场上唯一的HBM存储概念厂商。这也是华尔街大行,包括高盛、花旗、美银等,都看好美光的重要原因。而一旦下游某个需求超预期复苏,芯片价格还有可能加速上涨。当市场叙事从“AI存力”转向“整体存储周期复苏”时,股票可能会更积极地反应。 $美光科技(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293114957242520","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291337919729680,"gmtCreate":1712149524045,"gmtModify":1712150018190,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"法院驳回了coin <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 提出的动议,意味着只能按正常时间和流程跟SEC抗衡,不过有xrp赢的先例,最终大概率不会有什么悬念。趋势往往是最强大的力量。","listText":"法院驳回了coin <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 提出的动议,意味着只能按正常时间和流程跟SEC抗衡,不过有xrp赢的先例,最终大概率不会有什么悬念。趋势往往是最强大的力量。","text":"法院驳回了coin $Coinbase Global, Inc.(COIN)$ 提出的动议,意味着只能按正常时间和流程跟SEC抗衡,不过有xrp赢的先例,最终大概率不会有什么悬念。趋势往往是最强大的力量。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291337919729680","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291334823407656,"gmtCreate":1712148882496,"gmtModify":1712148883992,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"ai PC <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 的路子,感觉有点意思但不多。为了隐私和安全把大模型部署在个人PC上,这会是什么样的勾八奇葩需求?怎么想都觉得有点莫名其妙。英特尔和amd感觉路子都有点走歪了,面对ai时代有些进退失据,一个两个搞不清自己是谁,应该干嘛了。","listText":"ai PC <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 的路子,感觉有点意思但不多。为了隐私和安全把大模型部署在个人PC上,这会是什么样的勾八奇葩需求?怎么想都觉得有点莫名其妙。英特尔和amd感觉路子都有点走歪了,面对ai时代有些进退失据,一个两个搞不清自己是谁,应该干嘛了。","text":"ai PC $美国超微公司(AMD)$ 的路子,感觉有点意思但不多。为了隐私和安全把大模型部署在个人PC上,这会是什么样的勾八奇葩需求?怎么想都觉得有点莫名其妙。英特尔和amd感觉路子都有点走歪了,面对ai时代有些进退失据,一个两个搞不清自己是谁,应该干嘛了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291334823407656","isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290982540861480,"gmtCreate":1712062876015,"gmtModify":1712064189156,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"随着华为和小米 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 入场,让汽车行业没有容错空间了。华为不断往上,问界 M9 和享界 S9,蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 的豪华价值已经没了。小米入场,小鹏 <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 跟不上也要掉队。以前供给不足,产品有缺陷也有人买,现在不行了,营销、产品、供应,都要强。","listText":"随着华为和小米 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 入场,让汽车行业没有容错空间了。华为不断往上,问界 M9 和享界 S9,蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 的豪华价值已经没了。小米入场,小鹏 <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 跟不上也要掉队。以前供给不足,产品有缺陷也有人买,现在不行了,营销、产品、供应,都要强。","text":"随着华为和小米 $小米集团-W(01810)$ $小米集团ADR(XIACY)$ 入场,让汽车行业没有容错空间了。华为不断往上,问界 M9 和享界 S9,蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 的豪华价值已经没了。小米入场,小鹏 $小鹏汽车(XPEV)$ 跟不上也要掉队。以前供给不足,产品有缺陷也有人买,现在不行了,营销、产品、供应,都要强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290982540861480","isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290980413493288,"gmtCreate":1712062356638,"gmtModify":1712062362128,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"从它占大饼总量的1%以上的角度来看,似乎不到300亿的市值也不是那么贵了。。。,毕竟大饼大类资产总额会是多少谁也不知道,如果能到M2美元20万亿,想想都要飞天了。。。 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a>","listText":"从它占大饼总量的1%以上的角度来看,似乎不到300亿的市值也不是那么贵了。。。,毕竟大饼大类资产总额会是多少谁也不知道,如果能到M2美元20万亿,想想都要飞天了。。。 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a>","text":"从它占大饼总量的1%以上的角度来看,似乎不到300亿的市值也不是那么贵了。。。,毕竟大饼大类资产总额会是多少谁也不知道,如果能到M2美元20万亿,想想都要飞天了。。。 $MicroStrategy Incorporated(MSTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290980413493288","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290628550049808,"gmtCreate":1711976338088,"gmtModify":1711976340361,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"第一问:全球低空经济龙头亿航智能估值仅仅12亿美元,国内低空经济龙头万丰奥威都已经是亿航智能的4倍,这个合理吗?第二问:全球人工智能龙头英伟达估值高达22600亿美元,国内人工智能龙头科大讯飞等跟其对比,差着几百倍,这个合理吗?第三问:在A股,是低空经济高估了,还是人工智能低估了? <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a>","listText":"第一问:全球低空经济龙头亿航智能估值仅仅12亿美元,国内低空经济龙头万丰奥威都已经是亿航智能的4倍,这个合理吗?第二问:全球人工智能龙头英伟达估值高达22600亿美元,国内人工智能龙头科大讯飞等跟其对比,差着几百倍,这个合理吗?第三问:在A股,是低空经济高估了,还是人工智能低估了? <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a>","text":"第一问:全球低空经济龙头亿航智能估值仅仅12亿美元,国内低空经济龙头万丰奥威都已经是亿航智能的4倍,这个合理吗?第二问:全球人工智能龙头英伟达估值高达22600亿美元,国内人工智能龙头科大讯飞等跟其对比,差着几百倍,这个合理吗?第三问:在A股,是低空经济高估了,还是人工智能低估了? $亿航智能(EH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/290628550049808","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4138621111675080","authorId":"4138621111675080","name":"小谷AI洞察","avatar":"https://static.tigerbbs.com/ed34002d87b2f93e10d511702e995ab8","crmLevel":4,"crmLevelSwitch":0},"content":"感觉被你这个贴误导了,关于万丰和亿航。","text":"感觉被你这个贴误导了,关于万丰和亿航。","html":"感觉被你这个贴误导了,关于万丰和亿航。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290625848221736,"gmtCreate":1711975792851,"gmtModify":1712055733202,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 的高溢价是事实,但做空机构在大饼刚刚突破新高的位置做空微策,我不认为是明智之举。大饼在此位置整理后,大概率会进入3-5周的一波主升浪上涨,这个位置开空,既不是最佳空间,也不是最佳时间。大幅震荡再所难免,鹿死谁手结果未知,在大饼破10w刀之前,我不会轻易卖出微策,我没有任何杠杆,不惧波动,如果最终错了,我甘愿买单。大饼现在的问题,是供给枯竭,涨跌概率,由此而知!","listText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 的高溢价是事实,但做空机构在大饼刚刚突破新高的位置做空微策,我不认为是明智之举。大饼在此位置整理后,大概率会进入3-5周的一波主升浪上涨,这个位置开空,既不是最佳空间,也不是最佳时间。大幅震荡再所难免,鹿死谁手结果未知,在大饼破10w刀之前,我不会轻易卖出微策,我没有任何杠杆,不惧波动,如果最终错了,我甘愿买单。大饼现在的问题,是供给枯竭,涨跌概率,由此而知!","text":"$MicroStrategy Incorporated(MSTR)$ 的高溢价是事实,但做空机构在大饼刚刚突破新高的位置做空微策,我不认为是明智之举。大饼在此位置整理后,大概率会进入3-5周的一波主升浪上涨,这个位置开空,既不是最佳空间,也不是最佳时间。大幅震荡再所难免,鹿死谁手结果未知,在大饼破10w刀之前,我不会轻易卖出微策,我没有任何杠杆,不惧波动,如果最终错了,我甘愿买单。大饼现在的问题,是供给枯竭,涨跌概率,由此而知!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/290625848221736","isVote":1,"tweetType":1,"viewCount":6908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573989901691287","authorId":"3573989901691287","name":"AllenAi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"你这文案完全抄的雪球某位大v的","text":"你这文案完全抄的雪球某位大v的","html":"你这文案完全抄的雪球某位大v的"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":253770971852808,"gmtCreate":1702991762415,"gmtModify":1702991763932,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"老巴买入西方石油是着眼于未来回报率不低于10%的长期确定性。第一,投资期限,老巴的重仓股一般投资期限在10年以上,西方石油储量可供开采二十年以上,而且是在不扩大资本开支的前提下。这种长期投资看重的是未来现金流而不是短期利润增速。 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> <v-v data-views=\"1\"></v-v>","listText":"老巴买入西方石油是着眼于未来回报率不低于10%的长期确定性。第一,投资期限,老巴的重仓股一般投资期限在10年以上,西方石油储量可供开采二十年以上,而且是在不扩大资本开支的前提下。这种长期投资看重的是未来现金流而不是短期利润增速。 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> <v-v data-views=\"1\"></v-v>","text":"老巴买入西方石油是着眼于未来回报率不低于10%的长期确定性。第一,投资期限,老巴的重仓股一般投资期限在10年以上,西方石油储量可供开采二十年以上,而且是在不扩大资本开支的前提下。这种长期投资看重的是未来现金流而不是短期利润增速。 $西方石油(OXY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/253770971852808","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224054109224992,"gmtCreate":1695737849810,"gmtModify":1695737851395,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YHGJ\">$运鸿CTI(YHGJ)$</a> 运鸿绿色CTI还将利用其在环保材料领域的技术积累与经验涉足医疗器械和汽车零部件领域,从而提高公司在全球环保材料领域中的战略生态段位,并有望开辟全降解材料心脏支架等系列产品生产线。运鸿绿色CTI这一资本举措及其在生态环保领域的新布局,将推动我国环保产业可持续发展,并为生态环境、绿色产业的创新和全球环境治理作出积极贡献","listText":"<a href=\"https://laohu8.com/S/YHGJ\">$运鸿CTI(YHGJ)$</a> 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今天换电效率已经不具备优势,换电是蔚来的沉没成本,经济学上理性人的选择是放弃换电。我常去的蔚来空间,大约十几位工作人员为车主服务,我观察多数无所事事,企业如果迟迟不盈利这种非利润项目何以维继?换句话说,这个模式在当下这个阶段,商业上不可持续。电动车的终局越来越清晰,拥有技术优势和成本优势的少数几家能跑出来,新势力们大多要面对被收购或破产的命运。或许十年后,最终站在巅峰的那家新能力车企有资本像蔚来这么玩。","images":[{"img":"https://static.tigerbbs.com/b1c082b3c7ec6c81c6e0b8654626aa86","width":"581","height":"349"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/243391215640872","isVote":1,"tweetType":1,"viewCount":3174,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515987544711074","authorId":"3515987544711074","name":"无辜的企鹅","avatar":"https://static.tigerbbs.com/000ecb1d0e8802dcb3f23b34387cba64","crmLevel":2,"crmLevelSwitch":0},"content":"说白了,换电只是新势力在行业初期的一种可行的商业模式,但是现在新能源车的拥挤和技术更新速度已经挤压了换电的竞争力,但是换电又是重资产商业模式掉头难。食之无味弃之可惜。 坐等接管吧,做成了个地产物业公司","text":"说白了,换电只是新势力在行业初期的一种可行的商业模式,但是现在新能源车的拥挤和技术更新速度已经挤压了换电的竞争力,但是换电又是重资产商业模式掉头难。食之无味弃之可惜。 坐等接管吧,做成了个地产物业公司","html":"说白了,换电只是新势力在行业初期的一种可行的商业模式,但是现在新能源车的拥挤和技术更新速度已经挤压了换电的竞争力,但是换电又是重资产商业模式掉头难。食之无味弃之可惜。 坐等接管吧,做成了个地产物业公司"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":290625848221736,"gmtCreate":1711975792851,"gmtModify":1712055733202,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 的高溢价是事实,但做空机构在大饼刚刚突破新高的位置做空微策,我不认为是明智之举。大饼在此位置整理后,大概率会进入3-5周的一波主升浪上涨,这个位置开空,既不是最佳空间,也不是最佳时间。大幅震荡再所难免,鹿死谁手结果未知,在大饼破10w刀之前,我不会轻易卖出微策,我没有任何杠杆,不惧波动,如果最终错了,我甘愿买单。大饼现在的问题,是供给枯竭,涨跌概率,由此而知!","listText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 的高溢价是事实,但做空机构在大饼刚刚突破新高的位置做空微策,我不认为是明智之举。大饼在此位置整理后,大概率会进入3-5周的一波主升浪上涨,这个位置开空,既不是最佳空间,也不是最佳时间。大幅震荡再所难免,鹿死谁手结果未知,在大饼破10w刀之前,我不会轻易卖出微策,我没有任何杠杆,不惧波动,如果最终错了,我甘愿买单。大饼现在的问题,是供给枯竭,涨跌概率,由此而知!","text":"$MicroStrategy Incorporated(MSTR)$ 的高溢价是事实,但做空机构在大饼刚刚突破新高的位置做空微策,我不认为是明智之举。大饼在此位置整理后,大概率会进入3-5周的一波主升浪上涨,这个位置开空,既不是最佳空间,也不是最佳时间。大幅震荡再所难免,鹿死谁手结果未知,在大饼破10w刀之前,我不会轻易卖出微策,我没有任何杠杆,不惧波动,如果最终错了,我甘愿买单。大饼现在的问题,是供给枯竭,涨跌概率,由此而知!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/290625848221736","isVote":1,"tweetType":1,"viewCount":6908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573989901691287","authorId":"3573989901691287","name":"AllenAi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"你这文案完全抄的雪球某位大v的","text":"你这文案完全抄的雪球某位大v的","html":"你这文案完全抄的雪球某位大v的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294516296343640,"gmtCreate":1712929297475,"gmtModify":1712929299897,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我用了很多年淘宝,中途转向拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> ,因为价格便宜点,现在回淘宝 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> ,发现拼多多不便宜了 最终鹿死谁手不好说,拼多多的团队战斗力比较猛,阿里没有马云带队士气有点不足","listText":"我用了很多年淘宝,中途转向拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> ,因为价格便宜点,现在回淘宝 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> ,发现拼多多不便宜了 最终鹿死谁手不好说,拼多多的团队战斗力比较猛,阿里没有马云带队士气有点不足","text":"我用了很多年淘宝,中途转向拼多多 $拼多多(PDD)$ ,因为价格便宜点,现在回淘宝 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ ,发现拼多多不便宜了 最终鹿死谁手不好说,拼多多的团队战斗力比较猛,阿里没有马云带队士气有点不足","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294516296343640","isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":265874726907928,"gmtCreate":1705929383947,"gmtModify":1706587014875,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"不要人云亦云,拼多多商业模式是真的比阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 好,如果只是因为低端假货做上去的,那就不会受资本追捧;你研究下多多的人员数量和营收就明白了;单一个“假货”能干出半个江山?多多走的是白牌集中工厂供应链的模式,是介于京东的自营和阿里的全开放之间的一个商业模式。 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","listText":"不要人云亦云,拼多多商业模式是真的比阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 好,如果只是因为低端假货做上去的,那就不会受资本追捧;你研究下多多的人员数量和营收就明白了;单一个“假货”能干出半个江山?多多走的是白牌集中工厂供应链的模式,是介于京东的自营和阿里的全开放之间的一个商业模式。 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","text":"不要人云亦云,拼多多商业模式是真的比阿里 $阿里巴巴(BABA)$ ,京东 $京东(JD)$ 好,如果只是因为低端假货做上去的,那就不会受资本追捧;你研究下多多的人员数量和营收就明白了;单一个“假货”能干出半个江山?多多走的是白牌集中工厂供应链的模式,是介于京东的自营和阿里的全开放之间的一个商业模式。 $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265874726907928","isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241398860083224,"gmtCreate":1699964618135,"gmtModify":1699964619636,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> <v-v data-views=\"1\"></v-v>减肥药。减肥药方面,上周五老M那边传来一个利好,医药巨头礼来公司的一款产品获得了通过,据说72周减重超过40斤。减肥药在上个月A股其实已经走过一波行情,上周五有重新走强的迹象,会不会因为这个消息走第二波 ,今天也是可以留意的。","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> <v-v data-views=\"1\"></v-v>减肥药。减肥药方面,上周五老M那边传来一个利好,医药巨头礼来公司的一款产品获得了通过,据说72周减重超过40斤。减肥药在上个月A股其实已经走过一波行情,上周五有重新走强的迹象,会不会因为这个消息走第二波 ,今天也是可以留意的。","text":"$礼来(LLY)$ 减肥药。减肥药方面,上周五老M那边传来一个利好,医药巨头礼来公司的一款产品获得了通过,据说72周减重超过40斤。减肥药在上个月A股其实已经走过一波行情,上周五有重新走强的迹象,会不会因为这个消息走第二波 ,今天也是可以留意的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241398860083224","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263689281921088,"gmtCreate":1705408125665,"gmtModify":1705562197866,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"amd市盈没看上去这么离谱,但是依然很离谱,巅峰amd一年也就50亿美元,那时候amd赶上了台积电红利,英伟达用三星的垃圾工艺,导致amd第一次在显卡上与英伟达不分上下,吓得英伟达的30系显卡定了史无前例的低价,后来挖矿涨价是另外一回事,现在英伟达重新用了台积电,a卡和n卡的差距马上就出来了,就算amd重回巅峰,一年50亿,市盈率也高达46还是高,要知道amd平时的pe也就15-20左右,毕竟资本回报率在那摆着呢 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>","listText":"amd市盈没看上去这么离谱,但是依然很离谱,巅峰amd一年也就50亿美元,那时候amd赶上了台积电红利,英伟达用三星的垃圾工艺,导致amd第一次在显卡上与英伟达不分上下,吓得英伟达的30系显卡定了史无前例的低价,后来挖矿涨价是另外一回事,现在英伟达重新用了台积电,a卡和n卡的差距马上就出来了,就算amd重回巅峰,一年50亿,市盈率也高达46还是高,要知道amd平时的pe也就15-20左右,毕竟资本回报率在那摆着呢 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>","text":"amd市盈没看上去这么离谱,但是依然很离谱,巅峰amd一年也就50亿美元,那时候amd赶上了台积电红利,英伟达用三星的垃圾工艺,导致amd第一次在显卡上与英伟达不分上下,吓得英伟达的30系显卡定了史无前例的低价,后来挖矿涨价是另外一回事,现在英伟达重新用了台积电,a卡和n卡的差距马上就出来了,就算amd重回巅峰,一年50亿,市盈率也高达46还是高,要知道amd平时的pe也就15-20左右,毕竟资本回报率在那摆着呢 $美国超微公司(AMD)$","images":[{"img":"https://static.tigerbbs.com/7f112a914b53ee2766cb7626dc6ebe69","width":"451","height":"309"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/263689281921088","isVote":1,"tweetType":1,"viewCount":6609,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0},"content":"直接看amd财报和2024年的营收预期就可以了。","text":"直接看amd财报和2024年的营收预期就可以了。","html":"直接看amd财报和2024年的营收预期就可以了。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":245503301800008,"gmtCreate":1700974460329,"gmtModify":1700975400728,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来这波压力老大了。他现在就两个选择,要么第一,继续找中东大哥融资,现在人家都说他是新型的庞氏。要么他就在国内的朋友圈看一看有谁愿意并购他的,他这资金撑不过一年的,而且明年整车厂的竞争会更大,所以他真的很难,很严峻。今天热搜不是还有吗?员工自费买车还是被裁了,可想而知压力有多大。而且你看现在车展上同样是新势力,小鹏X91出来38万多,很有可能就是爆款,市场现在反馈很好,然后包括理想的那纯电车型,一个多小时订单已经超过1万辆了,之前的那个阿维塔也是,要么华为问界怎么样?你看,我觉得蔚来已经远远的被甩在后面了。而且未来不是之前投资了长安的阿维塔吗?现在估计,大概率他已经把自己的股份卖掉了,就为了融资吗?但是未来也很难倒啊,毕竟那个江淮那边那么大的一个产业集群对,养那么多人?所以说下个狠话,要么他是有继续有大哥给钱,要么就是被大哥收了,不信你看着","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来这波压力老大了。他现在就两个选择,要么第一,继续找中东大哥融资,现在人家都说他是新型的庞氏。要么他就在国内的朋友圈看一看有谁愿意并购他的,他这资金撑不过一年的,而且明年整车厂的竞争会更大,所以他真的很难,很严峻。今天热搜不是还有吗?员工自费买车还是被裁了,可想而知压力有多大。而且你看现在车展上同样是新势力,小鹏X91出来38万多,很有可能就是爆款,市场现在反馈很好,然后包括理想的那纯电车型,一个多小时订单已经超过1万辆了,之前的那个阿维塔也是,要么华为问界怎么样?你看,我觉得蔚来已经远远的被甩在后面了。而且未来不是之前投资了长安的阿维塔吗?现在估计,大概率他已经把自己的股份卖掉了,就为了融资吗?但是未来也很难倒啊,毕竟那个江淮那边那么大的一个产业集群对,养那么多人?所以说下个狠话,要么他是有继续有大哥给钱,要么就是被大哥收了,不信你看着","text":"$蔚来(NIO)$ 蔚来这波压力老大了。他现在就两个选择,要么第一,继续找中东大哥融资,现在人家都说他是新型的庞氏。要么他就在国内的朋友圈看一看有谁愿意并购他的,他这资金撑不过一年的,而且明年整车厂的竞争会更大,所以他真的很难,很严峻。今天热搜不是还有吗?员工自费买车还是被裁了,可想而知压力有多大。而且你看现在车展上同样是新势力,小鹏X91出来38万多,很有可能就是爆款,市场现在反馈很好,然后包括理想的那纯电车型,一个多小时订单已经超过1万辆了,之前的那个阿维塔也是,要么华为问界怎么样?你看,我觉得蔚来已经远远的被甩在后面了。而且未来不是之前投资了长安的阿维塔吗?现在估计,大概率他已经把自己的股份卖掉了,就为了融资吗?但是未来也很难倒啊,毕竟那个江淮那边那么大的一个产业集群对,养那么多人?所以说下个狠话,要么他是有继续有大哥给钱,要么就是被大哥收了,不信你看着","images":[{"img":"https://static.tigerbbs.com/dbe4ff25919986b7767eafec8f3e4208","width":"1443","height":"645"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/245503301800008","isVote":1,"tweetType":1,"viewCount":3618,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527685074951259","authorId":"3527685074951259","name":"雾狸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"看空蔚来的人里80%就这水平。学会做一道三年级数学题就觉得自己洞察天机。第二季度现金储备300多亿,平均每个季度净亏50亿以上,最多再撑6个季度左右,也就1年多点。算式:300/5=6。赶紧发给李斌,在我精确计算下,蔚来命不久矣。 太可笑了[笑哭] 蔚来不是不可能倒闭(并购),但绝不是现在这个阶段能看出来的。简单的三年级算数题谁都会算,不用反复提及。蔚来在倒闭前还有不少可以垂死挣扎的牌可以打,低端车型,减配降价,供应商降级,单电机,收缩nio house,裁撤门店。 什么时候看到蔚来急了,那才是真倒闭警告。","text":"看空蔚来的人里80%就这水平。学会做一道三年级数学题就觉得自己洞察天机。第二季度现金储备300多亿,平均每个季度净亏50亿以上,最多再撑6个季度左右,也就1年多点。算式:300/5=6。赶紧发给李斌,在我精确计算下,蔚来命不久矣。 太可笑了[笑哭] 蔚来不是不可能倒闭(并购),但绝不是现在这个阶段能看出来的。简单的三年级算数题谁都会算,不用反复提及。蔚来在倒闭前还有不少可以垂死挣扎的牌可以打,低端车型,减配降价,供应商降级,单电机,收缩nio house,裁撤门店。 什么时候看到蔚来急了,那才是真倒闭警告。","html":"看空蔚来的人里80%就这水平。学会做一道三年级数学题就觉得自己洞察天机。第二季度现金储备300多亿,平均每个季度净亏50亿以上,最多再撑6个季度左右,也就1年多点。算式:300/5=6。赶紧发给李斌,在我精确计算下,蔚来命不久矣。 太可笑了[笑哭] 蔚来不是不可能倒闭(并购),但绝不是现在这个阶段能看出来的。简单的三年级算数题谁都会算,不用反复提及。蔚来在倒闭前还有不少可以垂死挣扎的牌可以打,低端车型,减配降价,供应商降级,单电机,收缩nio house,裁撤门店。 什么时候看到蔚来急了,那才是真倒闭警告。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":261596263743528,"gmtCreate":1704894257305,"gmtModify":1704954845075,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"知道 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>, 以前真没注意它的结构。我想你说的是从108.05起来的结构。看月线,感觉像在3中。不过, 可能要注意, 看周线,小概率可能从502.57开始的调整就没结束。整体,看30周线就ok。基本能解决所有问题","listText":"知道 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>, 以前真没注意它的结构。我想你说的是从108.05起来的结构。看月线,感觉像在3中。不过, 可能要注意, 看周线,小概率可能从502.57开始的调整就没结束。整体,看30周线就ok。基本能解决所有问题","text":"知道 $英伟达(NVDA)$ , 以前真没注意它的结构。我想你说的是从108.05起来的结构。看月线,感觉像在3中。不过, 可能要注意, 看周线,小概率可能从502.57开始的调整就没结束。整体,看30周线就ok。基本能解决所有问题","images":[{"img":"https://static.tigerbbs.com/cab4310cc148efb6493dc34eb6e4468c","width":"361","height":"325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/261596263743528","isVote":1,"tweetType":1,"viewCount":1883,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"content":"不知所云,还是分析企业本身更靠谱","text":"不知所云,还是分析企业本身更靠谱","html":"不知所云,还是分析企业本身更靠谱"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":262580350648360,"gmtCreate":1705137462118,"gmtModify":1705139779721,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"瑞幸最近跌很多,估值好像也很便宜了,看富途、雪球好像市值不到64亿美金。提醒一下,瑞幸总股本是3.16亿股,大部分券商软件没把优先股算进去。今天23价格,实际市值有 73亿美金。 <a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>","listText":"瑞幸最近跌很多,估值好像也很便宜了,看富途、雪球好像市值不到64亿美金。提醒一下,瑞幸总股本是3.16亿股,大部分券商软件没把优先股算进去。今天23价格,实际市值有 73亿美金。 <a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>","text":"瑞幸最近跌很多,估值好像也很便宜了,看富途、雪球好像市值不到64亿美金。提醒一下,瑞幸总股本是3.16亿股,大部分券商软件没把优先股算进去。今天23价格,实际市值有 73亿美金。 $瑞幸咖啡(LKNCY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/262580350648360","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558036244795350","authorId":"3558036244795350","name":"奋斗的法斗","avatar":"https://static.tigerbbs.com/b7f438ff0c9fa3556e09f7fbc5280a3b","crmLevel":3,"crmLevelSwitch":0},"content":"请问哪里可以查看到优选股的数量呢?年报披露?谢谢","text":"请问哪里可以查看到优选股的数量呢?年报披露?谢谢","html":"请问哪里可以查看到优选股的数量呢?年报披露?谢谢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288514785931280,"gmtCreate":1711460282395,"gmtModify":1711520804795,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"产业选股的逻辑:要找那个最正宗的,弹性也来源于正宗性。什么叫正宗?1,有人要炒铜缆的,就要盯着安费诺,其它都是废材,看都不用看。2,譬如你看好HBM <a href=\"https://laohu8.com/S/HBM\">$HudBay Minerals Inc(HBM)$</a> ,那就盯着美光,顺着美光,找唯一供应商,没有,就死磕美光。3,光模块,盯销量最大的那个客户,英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 和AWS在光模块的需求是级差 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>","listText":"产业选股的逻辑:要找那个最正宗的,弹性也来源于正宗性。什么叫正宗?1,有人要炒铜缆的,就要盯着安费诺,其它都是废材,看都不用看。2,譬如你看好HBM <a href=\"https://laohu8.com/S/HBM\">$HudBay Minerals Inc(HBM)$</a> ,那就盯着美光,顺着美光,找唯一供应商,没有,就死磕美光。3,光模块,盯销量最大的那个客户,英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 和AWS在光模块的需求是级差 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>","text":"产业选股的逻辑:要找那个最正宗的,弹性也来源于正宗性。什么叫正宗?1,有人要炒铜缆的,就要盯着安费诺,其它都是废材,看都不用看。2,譬如你看好HBM $HudBay Minerals Inc(HBM)$ ,那就盯着美光,顺着美光,找唯一供应商,没有,就死磕美光。3,光模块,盯销量最大的那个客户,英伟达 $英伟达(NVDA)$ 和AWS在光模块的需求是级差 $美光科技(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288514785931280","isVote":1,"tweetType":1,"viewCount":9910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259697573613568,"gmtCreate":1704430564780,"gmtModify":1704435538105,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>眼瞅着英伟达发财,其他芯片企业坐不住了。要把AIPC的蛋糕做大。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>眼瞅着英伟达发财,其他芯片企业坐不住了。要把AIPC的蛋糕做大。","text":"$英伟达(NVDA)$ 眼瞅着英伟达发财,其他芯片企业坐不住了。要把AIPC的蛋糕做大。","images":[{"img":"https://static.tigerbbs.com/813705b75a9cce0b1133cec1ec11241b","width":"995","height":"313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/259697573613568","isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"content":"ai pc没戏就是大忽悠,手机才是王者。","text":"ai pc没戏就是大忽悠,手机才是王者。","html":"ai pc没戏就是大忽悠,手机才是王者。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":279618901749776,"gmtCreate":1709297174231,"gmtModify":1709297175978,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"抖音电商今年战略全面抄拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>是很对的,就看做到什么程度了。战略定方向是最难的,执行反而只是考验组织结构。要是真能实现淘宝的品牌商品+拼多多的极致低价白牌商品的双重体验,那抖音会是电商的终局一号位。是黄铮五年前所说的“disney+Costco”。","listText":"抖音电商今年战略全面抄拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>是很对的,就看做到什么程度了。战略定方向是最难的,执行反而只是考验组织结构。要是真能实现淘宝的品牌商品+拼多多的极致低价白牌商品的双重体验,那抖音会是电商的终局一号位。是黄铮五年前所说的“disney+Costco”。","text":"抖音电商今年战略全面抄拼多多 $拼多多(PDD)$ 是很对的,就看做到什么程度了。战略定方向是最难的,执行反而只是考验组织结构。要是真能实现淘宝的品牌商品+拼多多的极致低价白牌商品的双重体验,那抖音会是电商的终局一号位。是黄铮五年前所说的“disney+Costco”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/279618901749776","isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"50287609601096","authorId":"50287609601096","name":"余客","avatar":"https://static.tigerbbs.com/8e54b5bdb7672b91cb2995e607301f0f","crmLevel":8,"crmLevelSwitch":0},"content":"字节没上市。。上市了股价一样天天跌。。。所以有啥大区别呢","text":"字节没上市。。上市了股价一样天天跌。。。所以有啥大区别呢","html":"字节没上市。。上市了股价一样天天跌。。。所以有啥大区别呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256022079238168,"gmtCreate":1703511845459,"gmtModify":1703511846879,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"蔚来全栈自研,包括智能芯片及碳化硅芯片,为蔚来感到自豪的同时,有一个小小的疑问:需要多少量才能让芯片研发业务做到盈亏平衡?电池业务也有同样的困惑。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","listText":"蔚来全栈自研,包括智能芯片及碳化硅芯片,为蔚来感到自豪的同时,有一个小小的疑问:需要多少量才能让芯片研发业务做到盈亏平衡?电池业务也有同样的困惑。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","text":"蔚来全栈自研,包括智能芯片及碳化硅芯片,为蔚来感到自豪的同时,有一个小小的疑问:需要多少量才能让芯片研发业务做到盈亏平衡?电池业务也有同样的困惑。 $蔚来(NIO)$ $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/256022079238168","isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234004603990016,"gmtCreate":1698156201024,"gmtModify":1698156202497,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"为什么这次在一波黑小米的大潮中,央媒体为小米站台?是因为小米符合国家的发展大方向。制造业是中国根基。中国制造业面临产能过剩、成本上升、产线外移等问题。制造业升级、智能制造是解决之道。小米一面自研智能生产线,并输出给产业链,提升国内制造业自动化水平;一面以庞大的生态链产品,向国外开疆拓土,在国外树立中国品牌,打造中国品牌形象。小米是中国消费电子品牌出海最成功的企业。小米正是国内制造业发展的模板 <a 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$小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/234004603990016","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010275","authorId":"10000000000010275","name":"一朵绿草","avatar":"https://static.tigerbbs.com/e1c18398dfcb7509fec24c33c0d75d54","crmLevel":1,"crmLevelSwitch":0},"content":"通过小米的成功经验,激励其他中国制造业企业走向国际市场,推动中国制造业的转型升级","text":"通过小米的成功经验,激励其他中国制造业企业走向国际市场,推动中国制造业的转型升级","html":"通过小米的成功经验,激励其他中国制造业企业走向国际市场,推动中国制造业的转型升级"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":238890794414080,"gmtCreate":1699360502858,"gmtModify":1699364346379,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>其实在同时起来的三个造车新势力里面蔚来是运气和条件最好的,开始拿到的投资多,起点高,抢占了先机。可惜有钱了就开始不务正业了,我当时开玩笑说感觉蔚来没把心思放在造车上,相比起来隔壁李想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 就很务实,至少是在踏踏实实的造车","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>其实在同时起来的三个造车新势力里面蔚来是运气和条件最好的,开始拿到的投资多,起点高,抢占了先机。可惜有钱了就开始不务正业了,我当时开玩笑说感觉蔚来没把心思放在造车上,相比起来隔壁李想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 就很务实,至少是在踏踏实实的造车","text":"$蔚来(NIO)$ 其实在同时起来的三个造车新势力里面蔚来是运气和条件最好的,开始拿到的投资多,起点高,抢占了先机。可惜有钱了就开始不务正业了,我当时开玩笑说感觉蔚来没把心思放在造车上,相比起来隔壁李想 $理想汽车(LI)$ 就很务实,至少是在踏踏实实的造车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/238890794414080","isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"127965840282720","authorId":"127965840282720","name":"悟空888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"李斌真是把一手好牌任性的打烂了,关键他自己应该也是知道会是什么结果,但是他非要这么干!","text":"李斌真是把一手好牌任性的打烂了,关键他自己应该也是知道会是什么结果,但是他非要这么干!","html":"李斌真是把一手好牌任性的打烂了,关键他自己应该也是知道会是什么结果,但是他非要这么干!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288880760946728,"gmtCreate":1711549746153,"gmtModify":1711550076106,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"蔚来可是和地产是有渊源的 蔚来的二号人物,可能是蔚来不行的第一大功臣秦就是地产背景出来的,这人就是一副精英做派,从不吝啬软文投入,新势力里面,营销费用蔚来一直是最豪的,但是效果最横的一直是理想。蔚来有个极其小资的管理层,这种管理层在风口红利时占尽融资优势,在竞争白热化时原形毕露,如同当年杂牌国军,溃不成军。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v>","listText":"蔚来可是和地产是有渊源的 蔚来的二号人物,可能是蔚来不行的第一大功臣秦就是地产背景出来的,这人就是一副精英做派,从不吝啬软文投入,新势力里面,营销费用蔚来一直是最豪的,但是效果最横的一直是理想。蔚来有个极其小资的管理层,这种管理层在风口红利时占尽融资优势,在竞争白热化时原形毕露,如同当年杂牌国军,溃不成军。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v>","text":"蔚来可是和地产是有渊源的 蔚来的二号人物,可能是蔚来不行的第一大功臣秦就是地产背景出来的,这人就是一副精英做派,从不吝啬软文投入,新势力里面,营销费用蔚来一直是最豪的,但是效果最横的一直是理想。蔚来有个极其小资的管理层,这种管理层在风口红利时占尽融资优势,在竞争白热化时原形毕露,如同当年杂牌国军,溃不成军。 $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/288880760946728","isVote":1,"tweetType":1,"viewCount":2466,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513312350267839","authorId":"3513312350267839","name":"金锵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1},"content":"理想有互联网思维基因,所以效果很好","text":"理想有互联网思维基因,所以效果很好","html":"理想有互联网思维基因,所以效果很好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277802713964616,"gmtCreate":1708853904765,"gmtModify":1708853906137,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"高合事件会让大家不敢买蔚来的车,从而加速蔚来股价的下滑和倒闭。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v>","listText":"高合事件会让大家不敢买蔚来的车,从而加速蔚来股价的下滑和倒闭。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v>","text":"高合事件会让大家不敢买蔚来的车,从而加速蔚来股价的下滑和倒闭。 $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/277802713964616","isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500074476939028","authorId":"3500074476939028","name":"发发酒疯","avatar":"https://static.tigerbbs.com/199a40bf344d422981fa01d7af5a488c","crmLevel":2,"crmLevelSwitch":0},"content":"问界M9甩蔚来10条街","text":"问界M9甩蔚来10条街","html":"问界M9甩蔚来10条街"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264799224451096,"gmtCreate":1705669633574,"gmtModify":1705910069591,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"纳指100 <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> 和标普500 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 都不错,英伟达表现强势,也侧面说明科技行业技术和生态壁垒的强大,强者恒强是趋势,后续美联储降息对科技板块更有利[傲娇][傲娇][傲娇][傲娇][傲娇]。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","listText":"纳指100 <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> 和标普500 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 都不错,英伟达表现强势,也侧面说明科技行业技术和生态壁垒的强大,强者恒强是趋势,后续美联储降息对科技板块更有利[傲娇][傲娇][傲娇][傲娇][傲娇]。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","text":"纳指100 $纳指100ETF(QQQ)$ 和标普500 $标普500ETF(SPY)$ 都不错,英伟达表现强势,也侧面说明科技行业技术和生态壁垒的强大,强者恒强是趋势,后续美联储降息对科技板块更有利[傲娇][傲娇][傲娇][傲娇][傲娇]。 $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264799224451096","isVote":1,"tweetType":1,"viewCount":1296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}