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兰博基尼比基尼
04-25
$苹果(AAPL)$
华为再正常发展下去,苹果按自由市场规律肯定没饭吃。可以李姐为啥华为要被灯塔以举国之力狠狠打压,这事本身就说明华为极为优秀且远超苹果,否则就算单从民族自尊心出发,老美也不可能自打脸去三英战吕布车轮助阵懒儿子打压竞争对手。乔帮主时代的苹果手机真心不错,企业有灵魂,科技有惊喜,贵也对得起价格,彼时把用户体验真当回事。
兰博基尼比基尼
04-23
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
中概里面有两个近期弹性不足但是业绩似乎还看起来不错的一个是b站一个是阿里b站不少机构已经推测今年能不亏损了阿里各种gmv数据还不错,叠加回购的力度比大鹅大当然肯定会有很多人在说这问题那问题,但是按照目前的价格来说,肯定是不算贵的估值大鹅在280的时候看空的也不少,现在几乎没看到了也许中概近期下一波大肉会在啊b和阿里这里
兰博基尼比基尼
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......
兰博基尼比基尼
04-16
$腾讯控股(00700)$
为何腾讯版很少看到有质量的运营、APP的用户、收入、利润、自由现金流、经营杠杆、业绩弹性和资本回报率的讨论。整个版面充斥着都是回购、减持、股权激励、大道的看法之类的价格影响因素的讨论,没人看好腾讯吗
兰博基尼比基尼
04-16
$美国超微公司(AMD)$
amd利润这么低 为什么估值这么高?有大佬指导下吗?300多的市盈率,每季度收益还是下降的 为什么啊?
兰博基尼比基尼
04-15
谷歌
$谷歌(GOOG)$
$谷歌A(GOOGL)$
市值突破2万亿美元,不仅是其历史上的一个重要里程碑,也是互联网行业发展的一个重要标志。这个数字虽然令人震惊,但也反映了谷歌在互联网行业中的实力和地位。相信在未来的日子里,谷歌会继续不断创新和进步,为我们带来更多先进、智能的技术产品和服务。
兰博基尼比基尼
04-15
特斯拉
$特斯拉(TSLA)$
引以为傲的FSD已经十年停滞不前,销量极慢。已经被中国自动驾驶全面碾压了。这是非常明确做空特斯拉的指标。连这个都看不出来可以告别投资圈了
兰博基尼比基尼
04-15
美光科技(Micron Technology)
$美光科技(MU)$
已开始量产其高带宽内存(HBM)半导体,用于英伟达(NVIDIA)最新的人工智能芯片。这款名为HBM3E(High Bandwidth Memory 3E)的半导体功耗比竞争对手的产品低30%,有助于满足对支持生成式人工智能应用的芯片不断增长的需求。英伟达将在其下一代H200图形处理器中使用该芯片,预计将于第二季度开始出货,超越目前的H100芯片,后者推动了英伟达的收入大幅飙升1. 美光科技的估值相对较低,动态市盈率仅为8.2,而英伟达
$英伟达(NVDA)$
的市盈率达到44。虽然英伟达已经给出了复苏的量化证据,但美光的优势在于其低估值。
兰博基尼比基尼
04-12
以前有一句话:没有阿里
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
的时代,只有时代的阿里。这句话也适用于拼多多,拼多多
$拼多多(PDD)$
的迅猛增长,除了自身的努力之外,时代的变革才是根基,拼多多顺应了时代的变革。随着经济转型,中产阶级逐渐萎缩,以中产消费为主题的京东和天猫越来越呈现出增长乏力的迹象,阿里巴巴又有意忽视淘宝,增长了京东和阿里今天的局面。中产阶级消费降级,压缩开始,开始追求极致性价比,拼多多就应运而生了,并且份额不断扩大。消费者群体本身经济状况的变化,导致了消费者消费模式的变化,从而导致商业模式的变化,这就是时代的拼多多。
兰博基尼比基尼
04-12
卧槽,昨晚组合涨了3个多点,这些大科技涨起来居然这么猛!组合终于赢利了,希望能再接再厉!BTW,一直想把微软
$微软(MSFT)$
提高到持仓占比40%的,但觉得它现在价格实在有点高,现在唯一想买的一只股票就是他了!
兰博基尼比基尼
04-12
对于特斯拉
$特斯拉(TSLA)$
来说,订阅率不仅是现金,而且是数据。相信一定会找出最佳方案让更多的用户用起来。
兰博基尼比基尼
04-10
本周主要是做多JD
$京东(JD)$
,做空coinbase
$Coinbase Global, Inc.(COIN)$
。做空coinbase出手有点早,单价有点高,导致没有拿住。
兰博基尼比基尼
04-10
其他标的看跌的仓位太多了~这个又回来啦~买几手call支持一下
$美国超微公司(AMD)$
就几手~反趋势最喜欢了
兰博基尼比基尼
04-08
微软
$微软(MSFT)$
是不是一个好公司,是的。 但是巴菲特没买。 遗憾吗,不遗憾,因为他看不懂。 他这个不懂不是普通人理解的不懂,而是拿着微软,他无法心安。 价投者也许会错过很多好股票,也许无法达到收益最大化。 但是,他的投资,一定会让他心安。
兰博基尼比基尼
04-08
125-130这周,
$美光科技(MU)$
卡120或者130概率大,但是明天有非农......但是一招就够了。
兰博基尼比基尼
04-03
好险,上周做空
$Coinbase Global, Inc.(COIN)$
,小赚一千五百刀跑了,要是撑到今天绝对爆仓
兰博基尼比基尼
04-03
蔡崇信说:在合规结构方面,阿里是全球最守规矩的公司之一,阿里
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
输送了许多海外商品到中国,一个成功的阿里对世界有利,对全球贸易有利。 蔡崇信建议年轻人努力发展一门专长,如编程、数据科学、心理学,成为人群中的前10%,成为专家是获得尊重最有效的途径。
兰博基尼比基尼
04-02
蔚来
$蔚来(NIO)$
$蔚来(NIO.SI)$
汽车市值已跌落至70多亿美金,看起来不太乐观。随着小米
$小米集团-W(01810)$
汽车SU7的发布以及随后的小米SUV发布,蔚来和
$小鹏汽车(XPEV)$
能不能去活下来都是个问题。中国新能源汽车行业又一次重新洗牌…
兰博基尼比基尼
04-02
微策
$MicroStrategy Incorporated(MSTR)$
投资日线。1873这个位置在结构上是个高点,但不是最终高点,最终高点在2213附近。也就是说别看现在价位不低,只要有回撤还是上车的机会
兰博基尼比基尼
04-01
亿航智能
$亿航智能(EH)$
涨成这样,创世纪
$创世纪(300083)$
要疯狂了,另外创世纪还叠加小米
$小米集团-W(01810)$
概念,今天要表演了。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v> 为何腾讯版很少看到有质量的运营、APP的用户、收入、利润、自由现金流、经营杠杆、业绩弹性和资本回报率的讨论。整个版面充斥着都是回购、减持、股权激励、大道的看法之类的价格影响因素的讨论,没人看好腾讯吗","text":"$腾讯控股(00700)$ 为何腾讯版很少看到有质量的运营、APP的用户、收入、利润、自由现金流、经营杠杆、业绩弹性和资本回报率的讨论。整个版面充斥着都是回购、减持、股权激励、大道的看法之类的价格影响因素的讨论,没人看好腾讯吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295996176732392","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295993058435232,"gmtCreate":1713272952177,"gmtModify":1713323103996,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","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> amd利润这么低 为什么估值这么高?有大佬指导下吗?300多的市盈率,每季度收益还是下降的 为什么啊?","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> amd利润这么低 为什么估值这么高?有大佬指导下吗?300多的市盈率,每季度收益还是下降的 为什么啊?","text":"$美国超微公司(AMD)$ amd利润这么低 为什么估值这么高?有大佬指导下吗?300多的市盈率,每季度收益还是下降的 为什么啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/295993058435232","isVote":1,"tweetType":1,"viewCount":1479,"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芯片预期拉的估值","text":"ai芯片预期拉的估值","html":"ai芯片预期拉的估值"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295643317104800,"gmtCreate":1713187566110,"gmtModify":1713187567962,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","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,不仅是其历史上的一个重要里程碑,也是互联网行业发展的一个重要标志。这个数字虽然令人震惊,但也反映了谷歌在互联网行业中的实力和地位。相信在未来的日子里,谷歌会继续不断创新和进步,为我们带来更多先进、智能的技术产品和服务。","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,不仅是其历史上的一个重要里程碑,也是互联网行业发展的一个重要标志。这个数字虽然令人震惊,但也反映了谷歌在互联网行业中的实力和地位。相信在未来的日子里,谷歌会继续不断创新和进步,为我们带来更多先进、智能的技术产品和服务。","text":"谷歌 $谷歌(GOOG)$ $谷歌A(GOOGL)$ 市值突破2万亿美元,不仅是其历史上的一个重要里程碑,也是互联网行业发展的一个重要标志。这个数字虽然令人震惊,但也反映了谷歌在互联网行业中的实力和地位。相信在未来的日子里,谷歌会继续不断创新和进步,为我们带来更多先进、智能的技术产品和服务。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295643317104800","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295641424806048,"gmtCreate":1713187104123,"gmtModify":1713187105710,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","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> 引以为傲的FSD已经十年停滞不前,销量极慢。已经被中国自动驾驶全面碾压了。这是非常明确做空特斯拉的指标。连这个都看不出来可以告别投资圈了","listText":"特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 引以为傲的FSD已经十年停滞不前,销量极慢。已经被中国自动驾驶全面碾压了。这是非常明确做空特斯拉的指标。连这个都看不出来可以告别投资圈了","text":"特斯拉 $特斯拉(TSLA)$ 引以为傲的FSD已经十年停滞不前,销量极慢。已经被中国自动驾驶全面碾压了。这是非常明确做空特斯拉的指标。连这个都看不出来可以告别投资圈了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295641424806048","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295639368356072,"gmtCreate":1713186500998,"gmtModify":1713186508175,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"美光科技(Micron Technology) <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 已开始量产其高带宽内存(HBM)半导体,用于英伟达(NVIDIA)最新的人工智能芯片。这款名为HBM3E(High Bandwidth Memory 3E)的半导体功耗比竞争对手的产品低30%,有助于满足对支持生成式人工智能应用的芯片不断增长的需求。英伟达将在其下一代H200图形处理器中使用该芯片,预计将于第二季度开始出货,超越目前的H100芯片,后者推动了英伟达的收入大幅飙升1. 美光科技的估值相对较低,动态市盈率仅为8.2,而英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 的市盈率达到44。虽然英伟达已经给出了复苏的量化证据,但美光的优势在于其低估值。","listText":"美光科技(Micron Technology) <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 已开始量产其高带宽内存(HBM)半导体,用于英伟达(NVIDIA)最新的人工智能芯片。这款名为HBM3E(High Bandwidth Memory 3E)的半导体功耗比竞争对手的产品低30%,有助于满足对支持生成式人工智能应用的芯片不断增长的需求。英伟达将在其下一代H200图形处理器中使用该芯片,预计将于第二季度开始出货,超越目前的H100芯片,后者推动了英伟达的收入大幅飙升1. 美光科技的估值相对较低,动态市盈率仅为8.2,而英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 的市盈率达到44。虽然英伟达已经给出了复苏的量化证据,但美光的优势在于其低估值。","text":"美光科技(Micron Technology) $美光科技(MU)$ 已开始量产其高带宽内存(HBM)半导体,用于英伟达(NVIDIA)最新的人工智能芯片。这款名为HBM3E(High Bandwidth Memory 3E)的半导体功耗比竞争对手的产品低30%,有助于满足对支持生成式人工智能应用的芯片不断增长的需求。英伟达将在其下一代H200图形处理器中使用该芯片,预计将于第二季度开始出货,超越目前的H100芯片,后者推动了英伟达的收入大幅飙升1. 美光科技的估值相对较低,动态市盈率仅为8.2,而英伟达 $英伟达(NVDA)$ 的市盈率达到44。虽然英伟达已经给出了复苏的量化证据,但美光的优势在于其低估值。","images":[{"img":"https://static.tigerbbs.com/cce9986c0c93524d7bc3c3c619473d87","width":"387","height":"315"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/295639368356072","isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":294516801679376,"gmtCreate":1712929353521,"gmtModify":1712932604741,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"以前有一句话:没有阿里 <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> 的时代,只有时代的阿里。这句话也适用于拼多多,拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 的迅猛增长,除了自身的努力之外,时代的变革才是根基,拼多多顺应了时代的变革。随着经济转型,中产阶级逐渐萎缩,以中产消费为主题的京东和天猫越来越呈现出增长乏力的迹象,阿里巴巴又有意忽视淘宝,增长了京东和阿里今天的局面。中产阶级消费降级,压缩开始,开始追求极致性价比,拼多多就应运而生了,并且份额不断扩大。消费者群体本身经济状况的变化,导致了消费者消费模式的变化,从而导致商业模式的变化,这就是时代的拼多多。","listText":"以前有一句话:没有阿里 <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> 的时代,只有时代的阿里。这句话也适用于拼多多,拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 的迅猛增长,除了自身的努力之外,时代的变革才是根基,拼多多顺应了时代的变革。随着经济转型,中产阶级逐渐萎缩,以中产消费为主题的京东和天猫越来越呈现出增长乏力的迹象,阿里巴巴又有意忽视淘宝,增长了京东和阿里今天的局面。中产阶级消费降级,压缩开始,开始追求极致性价比,拼多多就应运而生了,并且份额不断扩大。消费者群体本身经济状况的变化,导致了消费者消费模式的变化,从而导致商业模式的变化,这就是时代的拼多多。","text":"以前有一句话:没有阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 的时代,只有时代的阿里。这句话也适用于拼多多,拼多多 $拼多多(PDD)$ 的迅猛增长,除了自身的努力之外,时代的变革才是根基,拼多多顺应了时代的变革。随着经济转型,中产阶级逐渐萎缩,以中产消费为主题的京东和天猫越来越呈现出增长乏力的迹象,阿里巴巴又有意忽视淘宝,增长了京东和阿里今天的局面。中产阶级消费降级,压缩开始,开始追求极致性价比,拼多多就应运而生了,并且份额不断扩大。消费者群体本身经济状况的变化,导致了消费者消费模式的变化,从而导致商业模式的变化,这就是时代的拼多多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/294516801679376","isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571774820943989","authorId":"3571774820943989","name":"保护接盘侠","avatar":"https://static.tigerbbs.com/cd7fc62af4a40417fd23038d823ee378","crmLevel":5,"crmLevelSwitch":0},"content":"请教下 拼多多的时代哪里发生了变化","text":"请教下 拼多多的时代哪里发生了变化","html":"请教下 拼多多的时代哪里发生了变化"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294514004123736,"gmtCreate":1712928737852,"gmtModify":1712929009351,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"卧槽,昨晚组合涨了3个多点,这些大科技涨起来居然这么猛!组合终于赢利了,希望能再接再厉!BTW,一直想把微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 提高到持仓占比40%的,但觉得它现在价格实在有点高,现在唯一想买的一只股票就是他了!","listText":"卧槽,昨晚组合涨了3个多点,这些大科技涨起来居然这么猛!组合终于赢利了,希望能再接再厉!BTW,一直想把微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 提高到持仓占比40%的,但觉得它现在价格实在有点高,现在唯一想买的一只股票就是他了!","text":"卧槽,昨晚组合涨了3个多点,这些大科技涨起来居然这么猛!组合终于赢利了,希望能再接再厉!BTW,一直想把微软 $微软(MSFT)$ 提高到持仓占比40%的,但觉得它现在价格实在有点高,现在唯一想买的一只股票就是他了!","images":[{"img":"https://static.tigerbbs.com/8698fc14c9ba11d4d4ad3a8ff34eb1f8","width":"256","height":"327"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294514004123736","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":294511560171536,"gmtCreate":1712928073856,"gmtModify":1712928079476,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"对于特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 来说,订阅率不仅是现金,而且是数据。相信一定会找出最佳方案让更多的用户用起来。","listText":"对于特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 来说,订阅率不仅是现金,而且是数据。相信一定会找出最佳方案让更多的用户用起来。","text":"对于特斯拉 $特斯拉(TSLA)$ 来说,订阅率不仅是现金,而且是数据。相信一定会找出最佳方案让更多的用户用起来。","images":[{"img":"https://static.tigerbbs.com/f0b160ea81c7499e14de96740d12297e","width":"323","height":"205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294511560171536","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293862154051736,"gmtCreate":1712748706597,"gmtModify":1712748712052,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"本周主要是做多JD <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"1\"></v-v> ,做空coinbase <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> 。做空coinbase出手有点早,单价有点高,导致没有拿住。","listText":"本周主要是做多JD <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"1\"></v-v> ,做空coinbase <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> 。做空coinbase出手有点早,单价有点高,导致没有拿住。","text":"本周主要是做多JD $京东(JD)$ ,做空coinbase $Coinbase Global, Inc.(COIN)$ 。做空coinbase出手有点早,单价有点高,导致没有拿住。","images":[{"img":"https://static.tigerbbs.com/f367ba8f96b58e527377107981b3191f","width":"557","height":"487"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293862154051736","isVote":1,"tweetType":1,"viewCount":1346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293860268806320,"gmtCreate":1712748191294,"gmtModify":1712748192980,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"其他标的看跌的仓位太多了~这个又回来啦~买几手call支持一下 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>就几手~反趋势最喜欢了","listText":"其他标的看跌的仓位太多了~这个又回来啦~买几手call支持一下 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>就几手~反趋势最喜欢了","text":"其他标的看跌的仓位太多了~这个又回来啦~买几手call支持一下 $美国超微公司(AMD)$ 就几手~反趋势最喜欢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293860268806320","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293117118373952,"gmtCreate":1712585149059,"gmtModify":1712585151801,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 是不是一个好公司,是的。 但是巴菲特没买。 遗憾吗,不遗憾,因为他看不懂。 他这个不懂不是普通人理解的不懂,而是拿着微软,他无法心安。 价投者也许会错过很多好股票,也许无法达到收益最大化。 但是,他的投资,一定会让他心安。","listText":"微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 是不是一个好公司,是的。 但是巴菲特没买。 遗憾吗,不遗憾,因为他看不懂。 他这个不懂不是普通人理解的不懂,而是拿着微软,他无法心安。 价投者也许会错过很多好股票,也许无法达到收益最大化。 但是,他的投资,一定会让他心安。","text":"微软 $微软(MSFT)$ 是不是一个好公司,是的。 但是巴菲特没买。 遗憾吗,不遗憾,因为他看不懂。 他这个不懂不是普通人理解的不懂,而是拿着微软,他无法心安。 价投者也许会错过很多好股票,也许无法达到收益最大化。 但是,他的投资,一定会让他心安。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293117118373952","isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293115299704896,"gmtCreate":1712584705047,"gmtModify":1712584706968,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"125-130这周, <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>卡120或者130概率大,但是明天有非农......但是一招就够了。","listText":"125-130这周, <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v>卡120或者130概率大,但是明天有非农......但是一招就够了。","text":"125-130这周, $美光科技(MU)$ 卡120或者130概率大,但是明天有非农......但是一招就够了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293115299704896","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291337594331176,"gmtCreate":1712149558991,"gmtModify":1712149560551,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"好险,上周做空 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> ,小赚一千五百刀跑了,要是撑到今天绝对爆仓","listText":"好险,上周做空 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> ,小赚一千五百刀跑了,要是撑到今天绝对爆仓","text":"好险,上周做空 $Coinbase Global, Inc.(COIN)$ ,小赚一千五百刀跑了,要是撑到今天绝对爆仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291337594331176","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291335565471760,"gmtCreate":1712148949275,"gmtModify":1712149983336,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"蔡崇信说:在合规结构方面,阿里是全球最守规矩的公司之一,阿里 <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> <v-v data-views=\"1\"></v-v> 输送了许多海外商品到中国,一个成功的阿里对世界有利,对全球贸易有利。 蔡崇信建议年轻人努力发展一门专长,如编程、数据科学、心理学,成为人群中的前10%,成为专家是获得尊重最有效的途径。","listText":"蔡崇信说:在合规结构方面,阿里是全球最守规矩的公司之一,阿里 <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> <v-v data-views=\"1\"></v-v> 输送了许多海外商品到中国,一个成功的阿里对世界有利,对全球贸易有利。 蔡崇信建议年轻人努力发展一门专长,如编程、数据科学、心理学,成为人群中的前10%,成为专家是获得尊重最有效的途径。","text":"蔡崇信说:在合规结构方面,阿里是全球最守规矩的公司之一,阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 输送了许多海外商品到中国,一个成功的阿里对世界有利,对全球贸易有利。 蔡崇信建议年轻人努力发展一门专长,如编程、数据科学、心理学,成为人群中的前10%,成为专家是获得尊重最有效的途径。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291335565471760","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290983402410000,"gmtCreate":1712062971965,"gmtModify":1712062976612,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"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> <v-v data-views=\"0\"></v-v> 汽车市值已跌落至70多亿美金,看起来不太乐观。随着小米 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 汽车SU7的发布以及随后的小米SUV发布,蔚来和<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 能不能去活下来都是个问题。中国新能源汽车行业又一次重新洗牌…","listText":"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> <v-v data-views=\"0\"></v-v> 汽车市值已跌落至70多亿美金,看起来不太乐观。随着小米 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 汽车SU7的发布以及随后的小米SUV发布,蔚来和<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 能不能去活下来都是个问题。中国新能源汽车行业又一次重新洗牌…","text":"蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 汽车市值已跌落至70多亿美金,看起来不太乐观。随着小米 $小米集团-W(01810)$ 汽车SU7的发布以及随后的小米SUV发布,蔚来和$小鹏汽车(XPEV)$ 能不能去活下来都是个问题。中国新能源汽车行业又一次重新洗牌…","images":[{"img":"https://static.tigerbbs.com/7a1f8727dac8a507d3b9f629b65422e5","width":"640","height":"640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290983402410000","isVote":1,"tweetType":1,"viewCount":1742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":290980616474664,"gmtCreate":1712062406194,"gmtModify":1712062407724,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"微策 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 投资日线。1873这个位置在结构上是个高点,但不是最终高点,最终高点在2213附近。也就是说别看现在价位不低,只要有回撤还是上车的机会","listText":"微策 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 投资日线。1873这个位置在结构上是个高点,但不是最终高点,最终高点在2213附近。也就是说别看现在价位不低,只要有回撤还是上车的机会","text":"微策 $MicroStrategy Incorporated(MSTR)$ 投资日线。1873这个位置在结构上是个高点,但不是最终高点,最终高点在2213附近。也就是说别看现在价位不低,只要有回撤还是上车的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290980616474664","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290628709679120,"gmtCreate":1711976377060,"gmtModify":1711976379190,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"亿航智能 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 涨成这样,创世纪 <a href=\"https://laohu8.com/S/300083\">$创世纪(300083)$</a> 要疯狂了,另外创世纪还叠加小米 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 概念,今天要表演了。","listText":"亿航智能 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 涨成这样,创世纪 <a href=\"https://laohu8.com/S/300083\">$创世纪(300083)$</a> 要疯狂了,另外创世纪还叠加小米 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 概念,今天要表演了。","text":"亿航智能 $亿航智能(EH)$ 涨成这样,创世纪 $创世纪(300083)$ 要疯狂了,另外创世纪还叠加小米 $小米集团-W(01810)$ 概念,今天要表演了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290628709679120","isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":253771173056520,"gmtCreate":1702991811536,"gmtModify":1702991813969,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"老巴大手笔买入的时间是2022年,老巴评价说公司2021年发生了很好的变化,公司2021年发生的最大变化就是资本开支大幅度降低了,过去资本开支占经营性现金流60%以上,21、22年降低到20%多,公司承诺未来高分红、高回购、低负债,正是老巴喜欢的现金奶牛,当然前提是老巴认为国际油价中枢未来会长期维持高位,因为新能源转型背景下国际石油行业资本开支不足,供给收缩快于需求收缩。 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> <v-v data-views=\"1\"></v-v>","listText":"老巴大手笔买入的时间是2022年,老巴评价说公司2021年发生了很好的变化,公司2021年发生的最大变化就是资本开支大幅度降低了,过去资本开支占经营性现金流60%以上,21、22年降低到20%多,公司承诺未来高分红、高回购、低负债,正是老巴喜欢的现金奶牛,当然前提是老巴认为国际油价中枢未来会长期维持高位,因为新能源转型背景下国际石油行业资本开支不足,供给收缩快于需求收缩。 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> <v-v data-views=\"1\"></v-v>","text":"老巴大手笔买入的时间是2022年,老巴评价说公司2021年发生了很好的变化,公司2021年发生的最大变化就是资本开支大幅度降低了,过去资本开支占经营性现金流60%以上,21、22年降低到20%多,公司承诺未来高分红、高回购、低负债,正是老巴喜欢的现金奶牛,当然前提是老巴认为国际油价中枢未来会长期维持高位,因为新能源转型背景下国际石油行业资本开支不足,供给收缩快于需求收缩。 $西方石油(OXY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/253771173056520","isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279189312364616,"gmtCreate":1709192429765,"gmtModify":1709192489816,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"英伟达概念的AI小票SOUN,市值小好拉盘,随便炒作下都能轻松拉个几倍的。 <a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$</a>","listText":"英伟达概念的AI小票SOUN,市值小好拉盘,随便炒作下都能轻松拉个几倍的。 <a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$</a>","text":"英伟达概念的AI小票SOUN,市值小好拉盘,随便炒作下都能轻松拉个几倍的。 $SoundHound AI Inc(SOUN)$","images":[{"img":"https://static.tigerbbs.com/e8348e25d9a87fe8857646212afac2ed","width":"301","height":"301"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/279189312364616","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":261599282372648,"gmtCreate":1704894994274,"gmtModify":1704894995794,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"虽然苹果在过去20年取得了一系列成功,但微软积极开发和采用生成式AI将使其很快在市值上超越苹果。苹果在市场中崛起和持续主导是由技术的创新、优雅的设计以及对细节的高度关注而推动的。长期以来,微软一直是苹果的主要竞争对手。微软的成功在很大程度上得益于在笔记本电脑和台式机Windows操作系统上的垄断地位。微软目前是AI领域的领导者,并可能继续保持其主导地位,从中获得最多的收入;再加上该公司致力发展的云业务,微软很可能在2024年的某个时候将超过苹果,成为全球市值最大的公司。因此,除非苹果推出突破性的产品,否则将无法赶超微软。 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"虽然苹果在过去20年取得了一系列成功,但微软积极开发和采用生成式AI将使其很快在市值上超越苹果。苹果在市场中崛起和持续主导是由技术的创新、优雅的设计以及对细节的高度关注而推动的。长期以来,微软一直是苹果的主要竞争对手。微软的成功在很大程度上得益于在笔记本电脑和台式机Windows操作系统上的垄断地位。微软目前是AI领域的领导者,并可能继续保持其主导地位,从中获得最多的收入;再加上该公司致力发展的云业务,微软很可能在2024年的某个时候将超过苹果,成为全球市值最大的公司。因此,除非苹果推出突破性的产品,否则将无法赶超微软。 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","text":"虽然苹果在过去20年取得了一系列成功,但微软积极开发和采用生成式AI将使其很快在市值上超越苹果。苹果在市场中崛起和持续主导是由技术的创新、优雅的设计以及对细节的高度关注而推动的。长期以来,微软一直是苹果的主要竞争对手。微软的成功在很大程度上得益于在笔记本电脑和台式机Windows操作系统上的垄断地位。微软目前是AI领域的领导者,并可能继续保持其主导地位,从中获得最多的收入;再加上该公司致力发展的云业务,微软很可能在2024年的某个时候将超过苹果,成为全球市值最大的公司。因此,除非苹果推出突破性的产品,否则将无法赶超微软。 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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>","listText":"投资从来不是刻舟求剑,我不预测今年财报怎么样,但是我希望还有买到便宜东西的机会。如果真的跌了30%,大家是否还能开心的买入吗?如果真的跌了30%,大家还会觉得会像去年那样迎来股价回归吗?这时就真正看出来你是不是真的懂这家公司了 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>","text":"投资从来不是刻舟求剑,我不预测今年财报怎么样,但是我希望还有买到便宜东西的机会。如果真的跌了30%,大家是否还能开心的买入吗?如果真的跌了30%,大家还会觉得会像去年那样迎来股价回归吗?这时就真正看出来你是不是真的懂这家公司了 $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/281074946183240","isVote":1,"tweetType":1,"viewCount":1419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288881347620880,"gmtCreate":1711549774995,"gmtModify":1711550078725,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"蔚来汽车 持仓第一大股 从赚100%到亏20%也就半年时间。有几个点没想明白,欢迎讨论。1 看好一家公司到底应该怎么制定持股周期?2 长期价投要不要做高抛低吸?3 重仓一只股适不适合我们这种百万左右资金量的小散? <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":"蔚来汽车 持仓第一大股 从赚100%到亏20%也就半年时间。有几个点没想明白,欢迎讨论。1 看好一家公司到底应该怎么制定持股周期?2 长期价投要不要做高抛低吸?3 重仓一只股适不适合我们这种百万左右资金量的小散? <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":"蔚来汽车 持仓第一大股 从赚100%到亏20%也就半年时间。有几个点没想明白,欢迎讨论。1 看好一家公司到底应该怎么制定持股周期?2 长期价投要不要做高抛低吸?3 重仓一只股适不适合我们这种百万左右资金量的小散? $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":2,"link":"https://laohu8.com/post/288881347620880","isVote":1,"tweetType":1,"viewCount":3054,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532871133861998","authorId":"3532871133861998","name":"我就一手希尔伯克A","avatar":"https://static.tigerbbs.com/8f4718edf5802ac912ce9e3dd3de063f","crmLevel":5,"crmLevelSwitch":0},"content":"1.买在无人问津时。 2.卖在人声鼎沸时。 3.仓位控制在你亏光也可以承受的位置。","text":"1.买在无人问津时。 2.卖在人声鼎沸时。 3.仓位控制在你亏光也可以承受的位置。","html":"1.买在无人问津时。 2.卖在人声鼎沸时。 3.仓位控制在你亏光也可以承受的位置。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261597100613632,"gmtCreate":1704894316489,"gmtModify":1704894318141,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"蔚来部署了20座支持V2G的充电桩。如果家充桩以后也支持V2G,车不用的时候设置谷时充电峰时放电,峰谷价差按9毛算,75度电池一天停在那里也有50元的收入。新能源汽车变成分布式储能不远了。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","listText":"蔚来部署了20座支持V2G的充电桩。如果家充桩以后也支持V2G,车不用的时候设置谷时充电峰时放电,峰谷价差按9毛算,75度电池一天停在那里也有50元的收入。新能源汽车变成分布式储能不远了。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","text":"蔚来部署了20座支持V2G的充电桩。如果家充桩以后也支持V2G,车不用的时候设置谷时充电峰时放电,峰谷价差按9毛算,75度电池一天停在那里也有50元的收入。新能源汽车变成分布式储能不远了。 $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/261597100613632","isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3504177973821430","authorId":"3504177973821430","name":"何如共进","avatar":"https://static.tigerbbs.com/104961f16c0e7adc41230c41a16d1638","crmLevel":1,"crmLevelSwitch":0},"content":"这个确实是个可持续发展的好主意","text":"这个确实是个可持续发展的好主意","html":"这个确实是个可持续发展的好主意"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":237435636301824,"gmtCreate":1699000379406,"gmtModify":1699000380755,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>别的地方我不知道,至少在北京,路过的蔚来店哪哪都是空的,里面一帮销售扎在一起,0客户。据说现在李斌也没啥可忙的,都开始给合肥站台招商了。企业做着做着就进体制了,不得不说这也是一种成功。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>别的地方我不知道,至少在北京,路过的蔚来店哪哪都是空的,里面一帮销售扎在一起,0客户。据说现在李斌也没啥可忙的,都开始给合肥站台招商了。企业做着做着就进体制了,不得不说这也是一种成功。","text":"$蔚来(NIO)$ 别的地方我不知道,至少在北京,路过的蔚来店哪哪都是空的,里面一帮销售扎在一起,0客户。据说现在李斌也没啥可忙的,都开始给合肥站台招商了。企业做着做着就进体制了,不得不说这也是一种成功。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/237435636301824","isVote":1,"tweetType":1,"viewCount":4776,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567577767954158","authorId":"3567577767954158","name":"小超93","avatar":"https://static.tigerbbs.com/33fcc1adbd84ac9d78c302b2faa5dde7","crmLevel":6,"crmLevelSwitch":1},"content":"北京那个门店呢?来说说,我去看看瞎编就没意思了。","text":"北京那个门店呢?来说说,我去看看瞎编就没意思了。","html":"北京那个门店呢?来说说,我去看看瞎编就没意思了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254144169365552,"gmtCreate":1703082992931,"gmtModify":1703084470426,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <v-v data-views=\"1\"></v-v>很多人看不起陈向东,也不看看他的履历。。能够在新东方做到执行总裁、二把手的人物,那是一般人吗?他后来离职创业,经历过坎坷。但是很快就抓住了在线教育的机会,当时跟谁学利用微信公众号大量投放广告,吃了一大波流量红利,把客户变成自己的微信好友,这种打法后来被称为私域流量。。并率先实现了盈利,而且融资很少,这让很多人质疑跟谁学财务造假,因为其他公司还在亏钱呢。。跟谁学市值一度高达300多亿美元,逼近400亿美元。","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <v-v data-views=\"1\"></v-v>很多人看不起陈向东,也不看看他的履历。。能够在新东方做到执行总裁、二把手的人物,那是一般人吗?他后来离职创业,经历过坎坷。但是很快就抓住了在线教育的机会,当时跟谁学利用微信公众号大量投放广告,吃了一大波流量红利,把客户变成自己的微信好友,这种打法后来被称为私域流量。。并率先实现了盈利,而且融资很少,这让很多人质疑跟谁学财务造假,因为其他公司还在亏钱呢。。跟谁学市值一度高达300多亿美元,逼近400亿美元。","text":"$高途(GOTU)$ 很多人看不起陈向东,也不看看他的履历。。能够在新东方做到执行总裁、二把手的人物,那是一般人吗?他后来离职创业,经历过坎坷。但是很快就抓住了在线教育的机会,当时跟谁学利用微信公众号大量投放广告,吃了一大波流量红利,把客户变成自己的微信好友,这种打法后来被称为私域流量。。并率先实现了盈利,而且融资很少,这让很多人质疑跟谁学财务造假,因为其他公司还在亏钱呢。。跟谁学市值一度高达300多亿美元,逼近400亿美元。","images":[{"img":"https://static.tigerbbs.com/3cc7a734de277f8f15119f0a4f086189","width":"879","height":"1085"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254144169365552","isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":280617842290760,"gmtCreate":1709541191954,"gmtModify":1709542539045,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"阿里巴巴SOTP:kimi未来或许值3个谷歌,估值5万亿usd,阿里持股40%,考虑到以后很多轮的稀释,最终持股30%,那就是1.5万亿,等于电商,云和本地生活服务业务全部白送算零,目前不到2000亿usd,7倍空间。大道当年借yahoo买入阿里,如今买入阿里等于持有中国最强AI startup! <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>","listText":"阿里巴巴SOTP:kimi未来或许值3个谷歌,估值5万亿usd,阿里持股40%,考虑到以后很多轮的稀释,最终持股30%,那就是1.5万亿,等于电商,云和本地生活服务业务全部白送算零,目前不到2000亿usd,7倍空间。大道当年借yahoo买入阿里,如今买入阿里等于持有中国最强AI startup! <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>","text":"阿里巴巴SOTP:kimi未来或许值3个谷歌,估值5万亿usd,阿里持股40%,考虑到以后很多轮的稀释,最终持股30%,那就是1.5万亿,等于电商,云和本地生活服务业务全部白送算零,目前不到2000亿usd,7倍空间。大道当年借yahoo买入阿里,如今买入阿里等于持有中国最强AI startup! $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/280617842290760","isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500533681959256","authorId":"3500533681959256","name":"决不做多","avatar":"https://static.tigerbbs.com/4a516d77954e7d5d207bac889796c3b8","crmLevel":2,"crmLevelSwitch":0},"content":"不要瞎出来带节奏好吧,误导别人","text":"不要瞎出来带节奏好吧,误导别人","html":"不要瞎出来带节奏好吧,误导别人"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":245504054124592,"gmtCreate":1700974537673,"gmtModify":1700974540258,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来最需要做的是,慢慢放弃换电模式,将换电站慢慢改变800V快充站,先增设快充,后面开始推出不能换电的车型。如果一条路走到黑,结局估计够呛!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来最需要做的是,慢慢放弃换电模式,将换电站慢慢改变800V快充站,先增设快充,后面开始推出不能换电的车型。如果一条路走到黑,结局估计够呛!","text":"$蔚来(NIO)$ 蔚来最需要做的是,慢慢放弃换电模式,将换电站慢慢改变800V快充站,先增设快充,后面开始推出不能换电的车型。如果一条路走到黑,结局估计够呛!","images":[{"img":"https://static.tigerbbs.com/7aac6233579182cba186e458d5a1da89","width":"1419","height":"339"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/245504054124592","isVote":1,"tweetType":1,"viewCount":2413,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551347085657861","authorId":"3551347085657861","name":"fu6730","avatar":"https://static.tigerbbs.com/b1a21a0ad13469b4385f5df39b8508e5","crmLevel":6,"crmLevelSwitch":0},"content":"太无知了,蔚来没有换电就没有灵魂了,蔚来就是为换电而生的,就是干到倒闭也不能放弃换电。当年特斯拉快倒闭的时候,是不是你也建议特斯拉改造油车?","text":"太无知了,蔚来没有换电就没有灵魂了,蔚来就是为换电而生的,就是干到倒闭也不能放弃换电。当年特斯拉快倒闭的时候,是不是你也建议特斯拉改造油车?","html":"太无知了,蔚来没有换电就没有灵魂了,蔚来就是为换电而生的,就是干到倒闭也不能放弃换电。当年特斯拉快倒闭的时候,是不是你也建议特斯拉改造油车?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":264799636267032,"gmtCreate":1705669734116,"gmtModify":1705669735633,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"统一回复一下,英伟达我就是从2016年一直持有到现在,赚了70倍,别人信不信不重要,我也不需要向别人证明这件事[你懂的][你懂的][你懂的]。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","listText":"统一回复一下,英伟达我就是从2016年一直持有到现在,赚了70倍,别人信不信不重要,我也不需要向别人证明这件事[你懂的][你懂的][你懂的]。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","text":"统一回复一下,英伟达我就是从2016年一直持有到现在,赚了70倍,别人信不信不重要,我也不需要向别人证明这件事[你懂的][你懂的][你懂的]。 $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/264799636267032","isVote":1,"tweetType":1,"viewCount":2411,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"content":"我信,因为我从2017年一直唱空英伟达,已经头破血流了,你是真正的股神","text":"我信,因为我从2017年一直唱空英伟达,已经头破血流了,你是真正的股神","html":"我信,因为我从2017年一直唱空英伟达,已经头破血流了,你是真正的股神"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290626503225360,"gmtCreate":1711975838375,"gmtModify":1712055676839,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"大饼 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 这么强,大概率突破72000,现在跑出来喊空,估计是诱空,然后short squeeze。3000块要来了","listText":"大饼 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 这么强,大概率突破72000,现在跑出来喊空,估计是诱空,然后short squeeze。3000块要来了","text":"大饼 $MicroStrategy Incorporated(MSTR)$ 这么强,大概率突破72000,现在跑出来喊空,估计是诱空,然后short squeeze。3000块要来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/290626503225360","isVote":1,"tweetType":1,"viewCount":6294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282105899044936,"gmtCreate":1709899634175,"gmtModify":1709899635708,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"拿稳了!$40的目标就近在眼前!最高会冲到$52-$56,应该在下个财报前就能达到 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v>","listText":"拿稳了!$40的目标就近在眼前!最高会冲到$52-$56,应该在下个财报前就能达到 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v>","text":"拿稳了!$40的目标就近在眼前!最高会冲到$52-$56,应该在下个财报前就能达到 $Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/282105899044936","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574267537861695","authorId":"3574267537861695","name":"Candywang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"请问一下下个财报是什么日期谢谢","text":"请问一下下个财报是什么日期谢谢","html":"请问一下下个财报是什么日期谢谢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263319540650048,"gmtCreate":1705317856800,"gmtModify":1705317858029,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"英伟达的管理层确实知道如何预测未来趋势并为其定位。他们受益于生成式人工智能的炒作,并且还使自己受益于全自动驾驶(“FSD”)汽车和元宇宙。这些都可能是英伟达未来巨大收入的驱动因素 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","listText":"英伟达的管理层确实知道如何预测未来趋势并为其定位。他们受益于生成式人工智能的炒作,并且还使自己受益于全自动驾驶(“FSD”)汽车和元宇宙。这些都可能是英伟达未来巨大收入的驱动因素 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","text":"英伟达的管理层确实知道如何预测未来趋势并为其定位。他们受益于生成式人工智能的炒作,并且还使自己受益于全自动驾驶(“FSD”)汽车和元宇宙。这些都可能是英伟达未来巨大收入的驱动因素 $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/263319540650048","isVote":1,"tweetType":1,"viewCount":2326,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536926156638531","authorId":"3536926156638531","name":"xinffu_37457","avatar":"https://static.tigerbbs.com/1ae5f682bba916af97aaaddbf193a0f6","crmLevel":1,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","html":"这篇文章不错,转发给大家看看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":247400897462288,"gmtCreate":1701424686034,"gmtModify":1701424688771,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来能打的牌:1.et5,es6再降2-3万。毕竟电池成本今年下降很多,理想,极氪,小鹏都降了,2.baas降价,本身现在的计价模型就不合理。7万的电池月租980,等于年利率17%,直接办一笔贷款都可以了。所以这里空间也很大,完全可以按5%去设计。3.150度电池,拖了一年多了,是真的搞诈骗?ppt造电池吗?4.阿尔卑斯,或者et5,es6减配单电机,门槛降到20-25万。5.砍掉es7,ec7,降本增效。近期的合作换电,更像是长期工程,短期的关键仍然是销量,尽快把销量干上3万,现金流能极大的改善。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来能打的牌:1.et5,es6再降2-3万。毕竟电池成本今年下降很多,理想,极氪,小鹏都降了,2.baas降价,本身现在的计价模型就不合理。7万的电池月租980,等于年利率17%,直接办一笔贷款都可以了。所以这里空间也很大,完全可以按5%去设计。3.150度电池,拖了一年多了,是真的搞诈骗?ppt造电池吗?4.阿尔卑斯,或者et5,es6减配单电机,门槛降到20-25万。5.砍掉es7,ec7,降本增效。近期的合作换电,更像是长期工程,短期的关键仍然是销量,尽快把销量干上3万,现金流能极大的改善。","text":"$蔚来(NIO)$ 蔚来能打的牌:1.et5,es6再降2-3万。毕竟电池成本今年下降很多,理想,极氪,小鹏都降了,2.baas降价,本身现在的计价模型就不合理。7万的电池月租980,等于年利率17%,直接办一笔贷款都可以了。所以这里空间也很大,完全可以按5%去设计。3.150度电池,拖了一年多了,是真的搞诈骗?ppt造电池吗?4.阿尔卑斯,或者et5,es6减配单电机,门槛降到20-25万。5.砍掉es7,ec7,降本增效。近期的合作换电,更像是长期工程,短期的关键仍然是销量,尽快把销量干上3万,现金流能极大的改善。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/247400897462288","isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"近期的换电合作 是在拖存量电池的估值而已 签约不仅只有二三流企业 还在对方地盘签的 卖身吧","text":"近期的换电合作 是在拖存量电池的估值而已 签约不仅只有二三流企业 还在对方地盘签的 卖身吧","html":"近期的换电合作 是在拖存量电池的估值而已 签约不仅只有二三流企业 还在对方地盘签的 卖身吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285348121174056,"gmtCreate":1710672128843,"gmtModify":1710677376289,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"股票的涨涨跌跌,都是相,见诸相非相,就见到股票的“性”性,是先天的那一点儿灵光,股票同样有“性”,股票的“性”,是由所属企业的主导人决定的,领导人自身的“性”,决定了这支股票的“性”,这就是所谓的,投资,就是投人—靑云蔚来的李斌,阴阳并举,刚柔并济,深谋远虑,格局甚大,其“性”,在诸多所谓企业家里,甚是少见蔚来的子品牌“乐道”,虽然有其官方解释,但由此名,或可见李斌,也是好道,修道之人炼己,筑基,不外如是 <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=\"1\"></v-v>","listText":"股票的涨涨跌跌,都是相,见诸相非相,就见到股票的“性”性,是先天的那一点儿灵光,股票同样有“性”,股票的“性”,是由所属企业的主导人决定的,领导人自身的“性”,决定了这支股票的“性”,这就是所谓的,投资,就是投人—靑云蔚来的李斌,阴阳并举,刚柔并济,深谋远虑,格局甚大,其“性”,在诸多所谓企业家里,甚是少见蔚来的子品牌“乐道”,虽然有其官方解释,但由此名,或可见李斌,也是好道,修道之人炼己,筑基,不外如是 <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=\"1\"></v-v>","text":"股票的涨涨跌跌,都是相,见诸相非相,就见到股票的“性”性,是先天的那一点儿灵光,股票同样有“性”,股票的“性”,是由所属企业的主导人决定的,领导人自身的“性”,决定了这支股票的“性”,这就是所谓的,投资,就是投人—靑云蔚来的李斌,阴阳并举,刚柔并济,深谋远虑,格局甚大,其“性”,在诸多所谓企业家里,甚是少见蔚来的子品牌“乐道”,虽然有其官方解释,但由此名,或可见李斌,也是好道,修道之人炼己,筑基,不外如是 $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/285348121174056","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1},"content":"长期看多到40美金$蔚来(NIO)$","text":"长期看多到40美金$蔚来(NIO)$","html":"长期看多到40美金$蔚来(NIO)$"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254661443305480,"gmtCreate":1703209162671,"gmtModify":1703209166454,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>李斌直播测试150度电池续航,达成1000公里后,一位蔚来用户的感言,我觉得总结的挺好:一块电池在冬天实际续航跑 1000 多公里并不可怕!可怕的是,还想跑的话,三分钟后还可以继续跑 1000 公里;可怕的是,你不需要为这个昂贵的大电池买单,只需要买 75 度的电池,需要时临时升级即可;可怕的是,你几年前的老车也可以升级;可怕的是,有一个体力好的 CEO 愿意直播14 个小时给你测续航;这就是蔚来的可充可换可升级,以及一个可以 OTA 的 CEO。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>李斌直播测试150度电池续航,达成1000公里后,一位蔚来用户的感言,我觉得总结的挺好:一块电池在冬天实际续航跑 1000 多公里并不可怕!可怕的是,还想跑的话,三分钟后还可以继续跑 1000 公里;可怕的是,你不需要为这个昂贵的大电池买单,只需要买 75 度的电池,需要时临时升级即可;可怕的是,你几年前的老车也可以升级;可怕的是,有一个体力好的 CEO 愿意直播14 个小时给你测续航;这就是蔚来的可充可换可升级,以及一个可以 OTA 的 CEO。","text":"$蔚来(NIO)$ 李斌直播测试150度电池续航,达成1000公里后,一位蔚来用户的感言,我觉得总结的挺好:一块电池在冬天实际续航跑 1000 多公里并不可怕!可怕的是,还想跑的话,三分钟后还可以继续跑 1000 公里;可怕的是,你不需要为这个昂贵的大电池买单,只需要买 75 度的电池,需要时临时升级即可;可怕的是,你几年前的老车也可以升级;可怕的是,有一个体力好的 CEO 愿意直播14 个小时给你测续航;这就是蔚来的可充可换可升级,以及一个可以 OTA 的 CEO。","images":[{"img":"https://static.tigerbbs.com/2f3552199f954be8c7f02e713bbe3c55","width":"1261","height":"491"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/254661443305480","isVote":1,"tweetType":1,"viewCount":1981,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500984365011595","authorId":"3500984365011595","name":"杜老实","avatar":"https://static.tigerbbs.com/1e002078af694be21006d89904e299d9","crmLevel":1,"crmLevelSwitch":0},"content":"蔚来不但不会倒,倒不了!仍然是王者存在!","text":"蔚来不但不会倒,倒不了!仍然是王者存在!","html":"蔚来不但不会倒,倒不了!仍然是王者存在!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":269676066566160,"gmtCreate":1706861542476,"gmtModify":1706861543855,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"请教各位大佬,这公司连亏4年了,净资产为负值,最近飞机连连出事,产品设计和制造都出问题,为啥股价还能维持这么高? <a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> <v-v data-views=\"1\"></v-v>","listText":"请教各位大佬,这公司连亏4年了,净资产为负值,最近飞机连连出事,产品设计和制造都出问题,为啥股价还能维持这么高? <a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> <v-v data-views=\"1\"></v-v>","text":"请教各位大佬,这公司连亏4年了,净资产为负值,最近飞机连连出事,产品设计和制造都出问题,为啥股价还能维持这么高? $波音(BA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/269676066566160","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"69516179563968","authorId":"69516179563968","name":"带头大哥哥1","avatar":"https://static.tigerbbs.com/7ae04522eb391ed853d02e1cdd96018c","crmLevel":5,"crmLevelSwitch":1},"content":"你看到只是民用航空市场的亏损,波音还有军用市场还有一大堆周边业务,就像阿里下面有一堆子公司一样,同样的波音只是在民用飞机这个业务上出现问题,但其他业务并没有什么问题,这次业绩也说明了波音依旧是一家值得买入的公司,但是近期还是以做空为主。长远来看波音依旧是民用航空领域的第一,空客远不是对手","text":"你看到只是民用航空市场的亏损,波音还有军用市场还有一大堆周边业务,就像阿里下面有一堆子公司一样,同样的波音只是在民用飞机这个业务上出现问题,但其他业务并没有什么问题,这次业绩也说明了波音依旧是一家值得买入的公司,但是近期还是以做空为主。长远来看波音依旧是民用航空领域的第一,空客远不是对手","html":"你看到只是民用航空市场的亏损,波音还有军用市场还有一大堆周边业务,就像阿里下面有一堆子公司一样,同样的波音只是在民用飞机这个业务上出现问题,但其他业务并没有什么问题,这次业绩也说明了波音依旧是一家值得买入的公司,但是近期还是以做空为主。长远来看波音依旧是民用航空领域的第一,空客远不是对手"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269672482795528,"gmtCreate":1706860610193,"gmtModify":1706860611465,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"实在不理解,一家聚集了那么多顶级高材生的公司,结果变成了今天这样? <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> <v-v data-views=\"0\"></v-v>","listText":"实在不理解,一家聚集了那么多顶级高材生的公司,结果变成了今天这样? <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> <v-v data-views=\"0\"></v-v>","text":"实在不理解,一家聚集了那么多顶级高材生的公司,结果变成了今天这样? $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/269672482795528","isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479771273726972","authorId":"3479771273726972","name":"跟着队长一起走","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1},"content":"放开那些高材生,还给他们自由!","text":"放开那些高材生,还给他们自由!","html":"放开那些高材生,还给他们自由!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264446682177544,"gmtCreate":1705583419135,"gmtModify":1705583420582,"author":{"id":"9000000000000285","authorId":"9000000000000285","name":"兰博基尼比基尼","avatar":"https://static.tigerbbs.com/a0b49f03673410cbb2982f4e0c284b54","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"24年预期英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 利润500-600亿美元,远期估值比苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ,微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 都低不少的","listText":"24年预期英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 利润500-600亿美元,远期估值比苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ,微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 都低不少的","text":"24年预期英伟达 $英伟达(NVDA)$ 利润500-600亿美元,远期估值比苹果 $苹果(AAPL)$ ,微软 $微软(MSFT)$ 都低不少的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/264446682177544","isVote":1,"tweetType":1,"viewCount":2831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}