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控盘坐庄最在行
04-25
$哔哩哔哩(BILI)$
$哔哩哔哩-W(09626)$
B站资深用户,年龄35,b站产品其实可以做的更好,破圈也不是没可能
控盘坐庄最在行
04-25
$英伟达(NVDA)$
我觉得大概率英伟达还是最大的主导企业。我说这个并不是因为CUDA生态。而是我现在又感觉到英伟达又回到了20年前显卡大战的那种狂暴创新模式。。。
控盘坐庄最在行
04-23
$美国超微公司(AMD)$
半个月不见,你怎么这样了?!下周操操地吧如果继续横盘跌一周~这次支持一下多头 毕竟有40块的空间。涨回去就看戏好了。先放上自选,反正上面的人多
控盘坐庄最在行
04-23
$Marathon Digital Holdings Inc(MARA)$
能看到halving之后clsk mara的产量变化吗,或者说减半之后有没有出现老算力淘汰的情况?现在的关机价大概是多少
控盘坐庄最在行
04-23
$理想汽车(LI)$
简单毛估估这个价位的理想,首先相信未来理想是能生存下来的新势力之一,如果对这点意见不同,我下面的分析也没必要看了。一季度的财报没出,就拿去年一季度末的财报估算。1、理想汽车的市值是1930亿,负债是830亿,现金是913亿,现在买入的时间价格就是1930-830+913=2013亿。2、去年全年的净利率是9%,不可能继续保持,全系降价2万,不考虑规模效应和成本降低,去年的单车均价为32.9万,利润为约为3万,直接扣2万,如果年销量达到50万,全年净利润在50亿元。3、现在买入的PE就是40倍。用价值股的视角明显是高估了。4、换成成长股的视角就要问理想今年能否维持40%以上的营收增长,1238*1.4=1733亿元,今年的均价下降3万,对应的销量为57.8万辆。结论:不考虑增长,现在无疑是高价,还要腰斩,考虑成长,现在是合理偏高。一算还真可能到50
控盘坐庄最在行
04-16
$腾讯控股(00700)$
看大道的发言不愿对腾讯重仓的原因一是对腾讯分红和回购的确定性有疑虑,认为其分红及回购政策不稳定,二是股权激励过多,对腾讯股本长期扩张有疑虑。事实确实如此,腾讯可能会长期存在这些问题,但是这两个问题不会改变我持有腾讯的看法。
控盘坐庄最在行
04-16
$超微电脑(SMCI)$
上周AI走势不佳。这周应该是拨开乌云见彩虹了。英伟达
$英伟达(NVDA)$
和超微电脑盘前纷纷看涨。
控盘坐庄最在行
04-16
$拼多多(PDD)$
我又思考了一下拼多多
$拼多多(PDD)$
,其实拼多多的护城河会是啥呢?能长期持久的是什么。看看胖东来,这个真的很震撼,竟然中国的零售还这么缺乏信任,胖东来真正不是服务好,而是真诚的经营赢得了消费者信任,完全的消费者导向,愿意为消费者做尽一切的努力。这样看,中国的消费者其实真的好可怜,哪里有真东西,哪里有好东西,哪里有实惠的东西,在2024的今天,竟然一点保障都没有。全国就一个胖东来做到。其实我认为拼多多在努力这个事情,不好就退,最终会剩下一批必须真诚的供应商。拼多多的最后筛选就是留下能为消费者做事的好商家,有创意的,好产品的,价格实惠的。那么这个真诚体系,就是超级护城河,而且会很长时间,并不是隔壁打个价格战就能攻破,因为这是信任,这是口碑,这是企业文化符号。
控盘坐庄最在行
04-15
王者荣耀小兵皮肤上线,单日流水15亿。这次上线的是HelloKitty皮肤,小姐姐是真有钱啊。买腾讯
$腾讯控股(00700)$
,躺赢!
控盘坐庄最在行
04-15
ai产业才刚刚开始,NVIDIA
$英伟达(NVDA)$
de投资价值巨大,现在虽然应该不是最好的买入点,但是上车还不晚,奥运会可能拉低一些价格,奥运会之后应该还会涨。 估计今年可以看见1200
控盘坐庄最在行
04-12
微软
$微软(MSFT)$
这一波一波的涨势真的令人汗颜,真不敢轻易说见顶了
控盘坐庄最在行
04-12
近期传出特斯拉
$特斯拉(TSLA)$
取消推出廉价汽车(2万美元以下),那么他铁定不能完成马斯克年销2000万的目标,这或许是特斯拉在全球市场开始走下坡路的转折点。同时也证明了,离开中国新能源产业链,特斯拉能剩下的,只有PPT
控盘坐庄最在行
04-10
大饼未来能够涨多少啊?木头姐预测2030年到150万,我觉得有70万就非常不错了,不过也可能超出150万到300万也有可能。大家认为大饼未来5年涨幅多少呢?
$Coinbase Global, Inc.(COIN)$
控盘坐庄最在行
04-10
马云回来估计也不行吧,马云就是个精神领袖,和乔布斯那种天才绝伦的人物还是差的远了。马云起来就是乘势而为,在中国电子商务发展的大潮中占了先机。而乔布斯那是不管什么时候,都会冒尖的那种。还是得找到这么一个人,有实干家精神的人,肯24小时睡在办公室里的人,比如美团的王兴之类的人物来掌控阿里,阿里才会有所起色。阿里
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
帝国,处兵家必争之地,腹地起火,比较危险。
控盘坐庄最在行
04-08
m
$Meta Platforms(META)$
美股7姐妹里面这段时间走势最强的,昨天还创出历史新高了,预计是一季度的财报非常不错吧?
控盘坐庄最在行
04-08
之前买过
$MicroStrategy Incorporated(MSTR)$
一些他的远期CALL,但是买的太少了,这一波买够了,直接赚几百万美元了,那一波700以上跌倒400多是影响我加仓他家期权最大的绊脚石
控盘坐庄最在行
04-03
$Marathon Digital Holdings Inc(MARA)$
其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。
控盘坐庄最在行
04-03
我感觉腾讯
$腾讯控股(00700)$
和阿里
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
走势的差别可能就在于阿里需要一个季度的增长证明一下自己的主业并不烂。回购力度上阿里已经达标了。
控盘坐庄最在行
04-02
蔚来
$蔚来(NIO)$
$蔚来(NIO.SI)$
去年第四季度纯利低于预期,管理层预计今年首季度销量及收入同比分别增长3%和1%。高盛认为,蔚来成本控制或有改善空间,因公司计划稳定研发开支,销售网络和团队相对成熟,并与其他伙伴合作建立充电设施,预计资本开支将显著减少。
控盘坐庄最在行
04-02
对微策
$MicroStrategy Incorporated(MSTR)$
的估值和走势有不同看法很正常,无论空头多头,大家理性探讨就好了,不过千万不能口出恶言,这是业障、也是损德,如果你非要犯浑、像个小混混一样耍无赖,那我唯一的选择就是打爆你、让你闭嘴,或令你永无翻身之日,就像2023年猎杀美股空头一样,没错儿、2023年鄙人以一己之力猎杀了所有的美股空头,就你这种小儿科根本不值一提,呵呵…
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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> B站资深用户,年龄35,b站产品其实可以做的更好,破圈也不是没可能","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> B站资深用户,年龄35,b站产品其实可以做的更好,破圈也不是没可能","text":"$哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$ 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Inc(MARA)$</a> 能看到halving之后clsk mara的产量变化吗,或者说减半之后有没有出现老算力淘汰的情况?现在的关机价大概是多少","text":"$Marathon Digital Holdings Inc(MARA)$ 能看到halving之后clsk mara的产量变化吗,或者说减半之后有没有出现老算力淘汰的情况?现在的关机价大概是多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298348109037696","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298345866092672,"gmtCreate":1713876579495,"gmtModify":1713877358137,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 简单毛估估这个价位的理想,首先相信未来理想是能生存下来的新势力之一,如果对这点意见不同,我下面的分析也没必要看了。一季度的财报没出,就拿去年一季度末的财报估算。1、理想汽车的市值是1930亿,负债是830亿,现金是913亿,现在买入的时间价格就是1930-830+913=2013亿。2、去年全年的净利率是9%,不可能继续保持,全系降价2万,不考虑规模效应和成本降低,去年的单车均价为32.9万,利润为约为3万,直接扣2万,如果年销量达到50万,全年净利润在50亿元。3、现在买入的PE就是40倍。用价值股的视角明显是高估了。4、换成成长股的视角就要问理想今年能否维持40%以上的营收增长,1238*1.4=1733亿元,今年的均价下降3万,对应的销量为57.8万辆。结论:不考虑增长,现在无疑是高价,还要腰斩,考虑成长,现在是合理偏高。一算还真可能到50","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 简单毛估估这个价位的理想,首先相信未来理想是能生存下来的新势力之一,如果对这点意见不同,我下面的分析也没必要看了。一季度的财报没出,就拿去年一季度末的财报估算。1、理想汽车的市值是1930亿,负债是830亿,现金是913亿,现在买入的时间价格就是1930-830+913=2013亿。2、去年全年的净利率是9%,不可能继续保持,全系降价2万,不考虑规模效应和成本降低,去年的单车均价为32.9万,利润为约为3万,直接扣2万,如果年销量达到50万,全年净利润在50亿元。3、现在买入的PE就是40倍。用价值股的视角明显是高估了。4、换成成长股的视角就要问理想今年能否维持40%以上的营收增长,1238*1.4=1733亿元,今年的均价下降3万,对应的销量为57.8万辆。结论:不考虑增长,现在无疑是高价,还要腰斩,考虑成长,现在是合理偏高。一算还真可能到50","text":"$理想汽车(LI)$ 简单毛估估这个价位的理想,首先相信未来理想是能生存下来的新势力之一,如果对这点意见不同,我下面的分析也没必要看了。一季度的财报没出,就拿去年一季度末的财报估算。1、理想汽车的市值是1930亿,负债是830亿,现金是913亿,现在买入的时间价格就是1930-830+913=2013亿。2、去年全年的净利率是9%,不可能继续保持,全系降价2万,不考虑规模效应和成本降低,去年的单车均价为32.9万,利润为约为3万,直接扣2万,如果年销量达到50万,全年净利润在50亿元。3、现在买入的PE就是40倍。用价值股的视角明显是高估了。4、换成成长股的视角就要问理想今年能否维持40%以上的营收增长,1238*1.4=1733亿元,今年的均价下降3万,对应的销量为57.8万辆。结论:不考虑增长,现在无疑是高价,还要腰斩,考虑成长,现在是合理偏高。一算还真可能到50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/298345866092672","isVote":1,"tweetType":1,"viewCount":7326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295996136870048,"gmtCreate":1713273703748,"gmtModify":1713273705841,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 看大道的发言不愿对腾讯重仓的原因一是对腾讯分红和回购的确定性有疑虑,认为其分红及回购政策不稳定,二是股权激励过多,对腾讯股本长期扩张有疑虑。事实确实如此,腾讯可能会长期存在这些问题,但是这两个问题不会改变我持有腾讯的看法。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 看大道的发言不愿对腾讯重仓的原因一是对腾讯分红和回购的确定性有疑虑,认为其分红及回购政策不稳定,二是股权激励过多,对腾讯股本长期扩张有疑虑。事实确实如此,腾讯可能会长期存在这些问题,但是这两个问题不会改变我持有腾讯的看法。","text":"$腾讯控股(00700)$ 看大道的发言不愿对腾讯重仓的原因一是对腾讯分红和回购的确定性有疑虑,认为其分红及回购政策不稳定,二是股权激励过多,对腾讯股本长期扩张有疑虑。事实确实如此,腾讯可能会长期存在这些问题,但是这两个问题不会改变我持有腾讯的看法。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295996136870048","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295994286989544,"gmtCreate":1713273151055,"gmtModify":1713273157206,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"1\"></v-v> 上周AI走势不佳。这周应该是拨开乌云见彩虹了。英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 和超微电脑盘前纷纷看涨。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"1\"></v-v> 上周AI走势不佳。这周应该是拨开乌云见彩虹了。英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 和超微电脑盘前纷纷看涨。","text":"$超微电脑(SMCI)$ 上周AI走势不佳。这周应该是拨开乌云见彩虹了。英伟达 $英伟达(NVDA)$ 和超微电脑盘前纷纷看涨。","images":[{"img":"https://static.tigerbbs.com/54d199595be2c1e148b9c4292a3adda7","width":"495","height":"239"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295994286989544","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295990513168544,"gmtCreate":1713272330774,"gmtModify":1713275199098,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 我又思考了一下拼多多<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ,其实拼多多的护城河会是啥呢?能长期持久的是什么。看看胖东来,这个真的很震撼,竟然中国的零售还这么缺乏信任,胖东来真正不是服务好,而是真诚的经营赢得了消费者信任,完全的消费者导向,愿意为消费者做尽一切的努力。这样看,中国的消费者其实真的好可怜,哪里有真东西,哪里有好东西,哪里有实惠的东西,在2024的今天,竟然一点保障都没有。全国就一个胖东来做到。其实我认为拼多多在努力这个事情,不好就退,最终会剩下一批必须真诚的供应商。拼多多的最后筛选就是留下能为消费者做事的好商家,有创意的,好产品的,价格实惠的。那么这个真诚体系,就是超级护城河,而且会很长时间,并不是隔壁打个价格战就能攻破,因为这是信任,这是口碑,这是企业文化符号。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 我又思考了一下拼多多<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ,其实拼多多的护城河会是啥呢?能长期持久的是什么。看看胖东来,这个真的很震撼,竟然中国的零售还这么缺乏信任,胖东来真正不是服务好,而是真诚的经营赢得了消费者信任,完全的消费者导向,愿意为消费者做尽一切的努力。这样看,中国的消费者其实真的好可怜,哪里有真东西,哪里有好东西,哪里有实惠的东西,在2024的今天,竟然一点保障都没有。全国就一个胖东来做到。其实我认为拼多多在努力这个事情,不好就退,最终会剩下一批必须真诚的供应商。拼多多的最后筛选就是留下能为消费者做事的好商家,有创意的,好产品的,价格实惠的。那么这个真诚体系,就是超级护城河,而且会很长时间,并不是隔壁打个价格战就能攻破,因为这是信任,这是口碑,这是企业文化符号。","text":"$拼多多(PDD)$ 我又思考了一下拼多多$拼多多(PDD)$ ,其实拼多多的护城河会是啥呢?能长期持久的是什么。看看胖东来,这个真的很震撼,竟然中国的零售还这么缺乏信任,胖东来真正不是服务好,而是真诚的经营赢得了消费者信任,完全的消费者导向,愿意为消费者做尽一切的努力。这样看,中国的消费者其实真的好可怜,哪里有真东西,哪里有好东西,哪里有实惠的东西,在2024的今天,竟然一点保障都没有。全国就一个胖东来做到。其实我认为拼多多在努力这个事情,不好就退,最终会剩下一批必须真诚的供应商。拼多多的最后筛选就是留下能为消费者做事的好商家,有创意的,好产品的,价格实惠的。那么这个真诚体系,就是超级护城河,而且会很长时间,并不是隔壁打个价格战就能攻破,因为这是信任,这是口碑,这是企业文化符号。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295990513168544","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295642081587360,"gmtCreate":1713187264470,"gmtModify":1713187270565,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"王者荣耀小兵皮肤上线,单日流水15亿。这次上线的是HelloKitty皮肤,小姐姐是真有钱啊。买腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>,躺赢!","listText":"王者荣耀小兵皮肤上线,单日流水15亿。这次上线的是HelloKitty皮肤,小姐姐是真有钱啊。买腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>,躺赢!","text":"王者荣耀小兵皮肤上线,单日流水15亿。这次上线的是HelloKitty皮肤,小姐姐是真有钱啊。买腾讯 $腾讯控股(00700)$ ,躺赢!","images":[{"img":"https://static.tigerbbs.com/0f8ff083d948beb8026aa794ea137956","width":"643","height":"401"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295642081587360","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295640090472680,"gmtCreate":1713186677296,"gmtModify":1713186686654,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"ai产业才刚刚开始,NVIDIA <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> de投资价值巨大,现在虽然应该不是最好的买入点,但是上车还不晚,奥运会可能拉低一些价格,奥运会之后应该还会涨。 估计今年可以看见1200","listText":"ai产业才刚刚开始,NVIDIA <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> de投资价值巨大,现在虽然应该不是最好的买入点,但是上车还不晚,奥运会可能拉低一些价格,奥运会之后应该还会涨。 估计今年可以看见1200","text":"ai产业才刚刚开始,NVIDIA $英伟达(NVDA)$ de投资价值巨大,现在虽然应该不是最好的买入点,但是上车还不晚,奥运会可能拉低一些价格,奥运会之后应该还会涨。 估计今年可以看见1200","images":[{"img":"https://static.tigerbbs.com/ca901c4b9c3793ceed7260a30768fb30","width":"545","height":"691"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/295640090472680","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":294514944811024,"gmtCreate":1712928900184,"gmtModify":1712929023920,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","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> 这一波一波的涨势真的令人汗颜,真不敢轻易说见顶了","listText":"微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 这一波一波的涨势真的令人汗颜,真不敢轻易说见顶了","text":"微软 $微软(MSFT)$ 这一波一波的涨势真的令人汗颜,真不敢轻易说见顶了","images":[{"img":"https://static.tigerbbs.com/c017a18384039a41a8e25fd80259f436","width":"800","height":"600"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294514944811024","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":294512037163096,"gmtCreate":1712928257636,"gmtModify":1712928259595,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"近期传出特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 取消推出廉价汽车(2万美元以下),那么他铁定不能完成马斯克年销2000万的目标,这或许是特斯拉在全球市场开始走下坡路的转折点。同时也证明了,离开中国新能源产业链,特斯拉能剩下的,只有PPT","listText":"近期传出特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 取消推出廉价汽车(2万美元以下),那么他铁定不能完成马斯克年销2000万的目标,这或许是特斯拉在全球市场开始走下坡路的转折点。同时也证明了,离开中国新能源产业链,特斯拉能剩下的,只有PPT","text":"近期传出特斯拉 $特斯拉(TSLA)$ 取消推出廉价汽车(2万美元以下),那么他铁定不能完成马斯克年销2000万的目标,这或许是特斯拉在全球市场开始走下坡路的转折点。同时也证明了,离开中国新能源产业链,特斯拉能剩下的,只有PPT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/294512037163096","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087636963228950","authorId":"4087636963228950","name":"TGlY","avatar":"https://static.tigerbbs.com/72e1b41246e5e2a64e137eecccccd757","crmLevel":1,"crmLevelSwitch":0},"content":"我们最牛逼,谁离开谁活不了","text":"我们最牛逼,谁离开谁活不了","html":"我们最牛逼,谁离开谁活不了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293862646231216,"gmtCreate":1712748771720,"gmtModify":1712748773336,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"大饼未来能够涨多少啊?木头姐预测2030年到150万,我觉得有70万就非常不错了,不过也可能超出150万到300万也有可能。大家认为大饼未来5年涨幅多少呢? <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>","listText":"大饼未来能够涨多少啊?木头姐预测2030年到150万,我觉得有70万就非常不错了,不过也可能超出150万到300万也有可能。大家认为大饼未来5年涨幅多少呢? <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>","text":"大饼未来能够涨多少啊?木头姐预测2030年到150万,我觉得有70万就非常不错了,不过也可能超出150万到300万也有可能。大家认为大饼未来5年涨幅多少呢? $Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293862646231216","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293860768809136,"gmtCreate":1712748313365,"gmtModify":1712748315518,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"马云回来估计也不行吧,马云就是个精神领袖,和乔布斯那种天才绝伦的人物还是差的远了。马云起来就是乘势而为,在中国电子商务发展的大潮中占了先机。而乔布斯那是不管什么时候,都会冒尖的那种。还是得找到这么一个人,有实干家精神的人,肯24小时睡在办公室里的人,比如美团的王兴之类的人物来掌控阿里,阿里才会有所起色。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> 帝国,处兵家必争之地,腹地起火,比较危险。","listText":"马云回来估计也不行吧,马云就是个精神领袖,和乔布斯那种天才绝伦的人物还是差的远了。马云起来就是乘势而为,在中国电子商务发展的大潮中占了先机。而乔布斯那是不管什么时候,都会冒尖的那种。还是得找到这么一个人,有实干家精神的人,肯24小时睡在办公室里的人,比如美团的王兴之类的人物来掌控阿里,阿里才会有所起色。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> 帝国,处兵家必争之地,腹地起火,比较危险。","text":"马云回来估计也不行吧,马云就是个精神领袖,和乔布斯那种天才绝伦的人物还是差的远了。马云起来就是乘势而为,在中国电子商务发展的大潮中占了先机。而乔布斯那是不管什么时候,都会冒尖的那种。还是得找到这么一个人,有实干家精神的人,肯24小时睡在办公室里的人,比如美团的王兴之类的人物来掌控阿里,阿里才会有所起色。阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 帝国,处兵家必争之地,腹地起火,比较危险。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293860768809136","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293117296111768,"gmtCreate":1712585244976,"gmtModify":1712585247400,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"m <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 美股7姐妹里面这段时间走势最强的,昨天还创出历史新高了,预计是一季度的财报非常不错吧?","listText":"m <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 美股7姐妹里面这段时间走势最强的,昨天还创出历史新高了,预计是一季度的财报非常不错吧?","text":"m $Meta Platforms(META)$ 美股7姐妹里面这段时间走势最强的,昨天还创出历史新高了,预计是一季度的财报非常不错吧?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293117296111768","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293115623481408,"gmtCreate":1712584784094,"gmtModify":1712584785554,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"之前买过 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 一些他的远期CALL,但是买的太少了,这一波买够了,直接赚几百万美元了,那一波700以上跌倒400多是影响我加仓他家期权最大的绊脚石","listText":"之前买过 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 一些他的远期CALL,但是买的太少了,这一波买够了,直接赚几百万美元了,那一波700以上跌倒400多是影响我加仓他家期权最大的绊脚石","text":"之前买过 $MicroStrategy Incorporated(MSTR)$ 一些他的远期CALL,但是买的太少了,这一波买够了,直接赚几百万美元了,那一波700以上跌倒400多是影响我加仓他家期权最大的绊脚石","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293115623481408","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291337990774824,"gmtCreate":1712149655779,"gmtModify":1712149656955,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。","text":"$Marathon Digital Holdings Inc(MARA)$ 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291337990774824","isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291335980986384,"gmtCreate":1712149050719,"gmtModify":1712149052276,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我感觉腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 和阿里 <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> 走势的差别可能就在于阿里需要一个季度的增长证明一下自己的主业并不烂。回购力度上阿里已经达标了。","listText":"我感觉腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 和阿里 <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> 走势的差别可能就在于阿里需要一个季度的增长证明一下自己的主业并不烂。回购力度上阿里已经达标了。","text":"我感觉腾讯 $腾讯控股(00700)$ 和阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 走势的差别可能就在于阿里需要一个季度的增长证明一下自己的主业并不烂。回购力度上阿里已经达标了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/291335980986384","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104748128179940","authorId":"4104748128179940","name":"保险王丁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"可惜 阿里没流量 注定无可救药","text":"可惜 阿里没流量 注定无可救药","html":"可惜 阿里没流量 注定无可救药"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290983768432656,"gmtCreate":1712063061326,"gmtModify":1712063065864,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","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> 去年第四季度纯利低于预期,管理层预计今年首季度销量及收入同比分别增长3%和1%。高盛认为,蔚来成本控制或有改善空间,因公司计划稳定研发开支,销售网络和团队相对成熟,并与其他伙伴合作建立充电设施,预计资本开支将显著减少。","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> 去年第四季度纯利低于预期,管理层预计今年首季度销量及收入同比分别增长3%和1%。高盛认为,蔚来成本控制或有改善空间,因公司计划稳定研发开支,销售网络和团队相对成熟,并与其他伙伴合作建立充电设施,预计资本开支将显著减少。","text":"蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 去年第四季度纯利低于预期,管理层预计今年首季度销量及收入同比分别增长3%和1%。高盛认为,蔚来成本控制或有改善空间,因公司计划稳定研发开支,销售网络和团队相对成熟,并与其他伙伴合作建立充电设施,预计资本开支将显著减少。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290983768432656","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290980878979112,"gmtCreate":1712062470282,"gmtModify":1712062472910,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"对微策 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 的估值和走势有不同看法很正常,无论空头多头,大家理性探讨就好了,不过千万不能口出恶言,这是业障、也是损德,如果你非要犯浑、像个小混混一样耍无赖,那我唯一的选择就是打爆你、让你闭嘴,或令你永无翻身之日,就像2023年猎杀美股空头一样,没错儿、2023年鄙人以一己之力猎杀了所有的美股空头,就你这种小儿科根本不值一提,呵呵…","listText":"对微策 <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 的估值和走势有不同看法很正常,无论空头多头,大家理性探讨就好了,不过千万不能口出恶言,这是业障、也是损德,如果你非要犯浑、像个小混混一样耍无赖,那我唯一的选择就是打爆你、让你闭嘴,或令你永无翻身之日,就像2023年猎杀美股空头一样,没错儿、2023年鄙人以一己之力猎杀了所有的美股空头,就你这种小儿科根本不值一提,呵呵…","text":"对微策 $MicroStrategy Incorporated(MSTR)$ 的估值和走势有不同看法很正常,无论空头多头,大家理性探讨就好了,不过千万不能口出恶言,这是业障、也是损德,如果你非要犯浑、像个小混混一样耍无赖,那我唯一的选择就是打爆你、让你闭嘴,或令你永无翻身之日,就像2023年猎杀美股空头一样,没错儿、2023年鄙人以一己之力猎杀了所有的美股空头,就你这种小儿科根本不值一提,呵呵…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290980878979112","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":291335980986384,"gmtCreate":1712149050719,"gmtModify":1712149052276,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我感觉腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 和阿里 <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> 走势的差别可能就在于阿里需要一个季度的增长证明一下自己的主业并不烂。回购力度上阿里已经达标了。","listText":"我感觉腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 和阿里 <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> 走势的差别可能就在于阿里需要一个季度的增长证明一下自己的主业并不烂。回购力度上阿里已经达标了。","text":"我感觉腾讯 $腾讯控股(00700)$ 和阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 走势的差别可能就在于阿里需要一个季度的增长证明一下自己的主业并不烂。回购力度上阿里已经达标了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/291335980986384","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104748128179940","authorId":"4104748128179940","name":"保险王丁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"可惜 阿里没流量 注定无可救药","text":"可惜 阿里没流量 注定无可救药","html":"可惜 阿里没流量 注定无可救药"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266532664721448,"gmtCreate":1706103500394,"gmtModify":1706103501552,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"1.04等着抄底的你们,解套有望[哇塞][哇塞][哇塞] <a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>","listText":"1.04等着抄底的你们,解套有望[哇塞][哇塞][哇塞] <a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>","text":"1.04等着抄底的你们,解套有望[哇塞][哇塞][哇塞] $Phunware, Inc.(PHUN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266532664721448","isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241399195074584,"gmtCreate":1699964699921,"gmtModify":1699964702669,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> <v-v data-views=\"1\"></v-v>礼来本次获批的减肥适应症的替尔泊肽注射液,是被 FDA 加了黑框警示的,为何国内的媒体一概都忽略不计,从不予以讨论呢?如果诺和诺德下次获批的也被加了黑框,国内媒体讨论吗?再如果国产的减肥适应症注射液被➕黑框呢,讨论吗?注意:诺和诺德的司美格鲁肽之前上市时也是被标注有“甲状腺癌风险的”黑框警示的,但就在上个月,EMA 正式因此为司美格鲁肽正名,没有证据表明司美格鲁肽与甲状腺癌风险有直接关联性。因此,礼来的zepbound 注射液带有黑框警示,而司美格鲁肽被 EMA 申明无风险,两者在这个问题上,司美还是领先一步。","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> <v-v data-views=\"1\"></v-v>礼来本次获批的减肥适应症的替尔泊肽注射液,是被 FDA 加了黑框警示的,为何国内的媒体一概都忽略不计,从不予以讨论呢?如果诺和诺德下次获批的也被加了黑框,国内媒体讨论吗?再如果国产的减肥适应症注射液被➕黑框呢,讨论吗?注意:诺和诺德的司美格鲁肽之前上市时也是被标注有“甲状腺癌风险的”黑框警示的,但就在上个月,EMA 正式因此为司美格鲁肽正名,没有证据表明司美格鲁肽与甲状腺癌风险有直接关联性。因此,礼来的zepbound 注射液带有黑框警示,而司美格鲁肽被 EMA 申明无风险,两者在这个问题上,司美还是领先一步。","text":"$礼来(LLY)$ 礼来本次获批的减肥适应症的替尔泊肽注射液,是被 FDA 加了黑框警示的,为何国内的媒体一概都忽略不计,从不予以讨论呢?如果诺和诺德下次获批的也被加了黑框,国内媒体讨论吗?再如果国产的减肥适应症注射液被➕黑框呢,讨论吗?注意:诺和诺德的司美格鲁肽之前上市时也是被标注有“甲状腺癌风险的”黑框警示的,但就在上个月,EMA 正式因此为司美格鲁肽正名,没有证据表明司美格鲁肽与甲状腺癌风险有直接关联性。因此,礼来的zepbound 注射液带有黑框警示,而司美格鲁肽被 EMA 申明无风险,两者在这个问题上,司美还是领先一步。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241399195074584","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217680180920368,"gmtCreate":1694178871933,"gmtModify":1694180216459,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"讲真,越南货币动不动几万亿,真的很难转换。 比如<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a> ,越南首富旗下的一家汽车公司。 去年它的收入是14.97万亿,看着挺吓人的,结果一换算,才6亿美元多点…… <a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a>","listText":"讲真,越南货币动不动几万亿,真的很难转换。 比如<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a> ,越南首富旗下的一家汽车公司。 去年它的收入是14.97万亿,看着挺吓人的,结果一换算,才6亿美元多点…… <a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a>","text":"讲真,越南货币动不动几万亿,真的很难转换。 比如$VinFast Auto(VFS)$ ,越南首富旗下的一家汽车公司。 去年它的收入是14.97万亿,看着挺吓人的,结果一换算,才6亿美元多点…… $VinFast Auto(VFS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217680180920368","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298345866092672,"gmtCreate":1713876579495,"gmtModify":1713877358137,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 简单毛估估这个价位的理想,首先相信未来理想是能生存下来的新势力之一,如果对这点意见不同,我下面的分析也没必要看了。一季度的财报没出,就拿去年一季度末的财报估算。1、理想汽车的市值是1930亿,负债是830亿,现金是913亿,现在买入的时间价格就是1930-830+913=2013亿。2、去年全年的净利率是9%,不可能继续保持,全系降价2万,不考虑规模效应和成本降低,去年的单车均价为32.9万,利润为约为3万,直接扣2万,如果年销量达到50万,全年净利润在50亿元。3、现在买入的PE就是40倍。用价值股的视角明显是高估了。4、换成成长股的视角就要问理想今年能否维持40%以上的营收增长,1238*1.4=1733亿元,今年的均价下降3万,对应的销量为57.8万辆。结论:不考虑增长,现在无疑是高价,还要腰斩,考虑成长,现在是合理偏高。一算还真可能到50","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 简单毛估估这个价位的理想,首先相信未来理想是能生存下来的新势力之一,如果对这点意见不同,我下面的分析也没必要看了。一季度的财报没出,就拿去年一季度末的财报估算。1、理想汽车的市值是1930亿,负债是830亿,现金是913亿,现在买入的时间价格就是1930-830+913=2013亿。2、去年全年的净利率是9%,不可能继续保持,全系降价2万,不考虑规模效应和成本降低,去年的单车均价为32.9万,利润为约为3万,直接扣2万,如果年销量达到50万,全年净利润在50亿元。3、现在买入的PE就是40倍。用价值股的视角明显是高估了。4、换成成长股的视角就要问理想今年能否维持40%以上的营收增长,1238*1.4=1733亿元,今年的均价下降3万,对应的销量为57.8万辆。结论:不考虑增长,现在无疑是高价,还要腰斩,考虑成长,现在是合理偏高。一算还真可能到50","text":"$理想汽车(LI)$ 简单毛估估这个价位的理想,首先相信未来理想是能生存下来的新势力之一,如果对这点意见不同,我下面的分析也没必要看了。一季度的财报没出,就拿去年一季度末的财报估算。1、理想汽车的市值是1930亿,负债是830亿,现金是913亿,现在买入的时间价格就是1930-830+913=2013亿。2、去年全年的净利率是9%,不可能继续保持,全系降价2万,不考虑规模效应和成本降低,去年的单车均价为32.9万,利润为约为3万,直接扣2万,如果年销量达到50万,全年净利润在50亿元。3、现在买入的PE就是40倍。用价值股的视角明显是高估了。4、换成成长股的视角就要问理想今年能否维持40%以上的营收增长,1238*1.4=1733亿元,今年的均价下降3万,对应的销量为57.8万辆。结论:不考虑增长,现在无疑是高价,还要腰斩,考虑成长,现在是合理偏高。一算还真可能到50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/298345866092672","isVote":1,"tweetType":1,"viewCount":7326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263693577224232,"gmtCreate":1705409245950,"gmtModify":1705409247519,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"芒格曾在公开场合自我批评了自己之前投资阿里巴巴这个决策,并称其为重大失误。他认为阿里巴巴只是一个普通的零售商,并没有在中国市场形成垄断地位,更谈不上伟大公司。他还指出,阿里在国内面临着许多竞争对手和挑战。芒格坦言自己当初被马云和阿里的表象所迷惑,误以为投资阿里是抄底的机会,但实际上并非如此。这次的投资决策让芒格认识到了自己的错误,也提醒了其他投资者不要盲目跟风名人。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>","listText":"芒格曾在公开场合自我批评了自己之前投资阿里巴巴这个决策,并称其为重大失误。他认为阿里巴巴只是一个普通的零售商,并没有在中国市场形成垄断地位,更谈不上伟大公司。他还指出,阿里在国内面临着许多竞争对手和挑战。芒格坦言自己当初被马云和阿里的表象所迷惑,误以为投资阿里是抄底的机会,但实际上并非如此。这次的投资决策让芒格认识到了自己的错误,也提醒了其他投资者不要盲目跟风名人。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>","text":"芒格曾在公开场合自我批评了自己之前投资阿里巴巴这个决策,并称其为重大失误。他认为阿里巴巴只是一个普通的零售商,并没有在中国市场形成垄断地位,更谈不上伟大公司。他还指出,阿里在国内面临着许多竞争对手和挑战。芒格坦言自己当初被马云和阿里的表象所迷惑,误以为投资阿里是抄底的机会,但实际上并非如此。这次的投资决策让芒格认识到了自己的错误,也提醒了其他投资者不要盲目跟风名人。 $阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/263693577224232","isVote":1,"tweetType":1,"viewCount":2251,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"我怀疑阿里每年100亿美元的回购只是接盘了软银的大出货,但凡有些资金买入,也不会天天下跌?","text":"我怀疑阿里每年100亿美元的回购只是接盘了软银的大出货,但凡有些资金买入,也不会天天下跌?","html":"我怀疑阿里每年100亿美元的回购只是接盘了软银的大出货,但凡有些资金买入,也不会天天下跌?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254662179000328,"gmtCreate":1703209342284,"gmtModify":1703209343704,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"没开过蔚来的车吧。我es7开了一年多了,蔚来是产品和服务驱动的公司,蔚来的好营销展现出来不到60%。还有我一个月换电不到一次,95%时间用家冲,什么蔚来的冲电权益我根本不怎么用。就是单纯觉得产品好,服务省心,去外地换电非常方便,以后电动车换车大概率我只会买蔚来。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","listText":"没开过蔚来的车吧。我es7开了一年多了,蔚来是产品和服务驱动的公司,蔚来的好营销展现出来不到60%。还有我一个月换电不到一次,95%时间用家冲,什么蔚来的冲电权益我根本不怎么用。就是单纯觉得产品好,服务省心,去外地换电非常方便,以后电动车换车大概率我只会买蔚来。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","text":"没开过蔚来的车吧。我es7开了一年多了,蔚来是产品和服务驱动的公司,蔚来的好营销展现出来不到60%。还有我一个月换电不到一次,95%时间用家冲,什么蔚来的冲电权益我根本不怎么用。就是单纯觉得产品好,服务省心,去外地换电非常方便,以后电动车换车大概率我只会买蔚来。 $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/254662179000328","isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260886522966016,"gmtCreate":1704720835618,"gmtModify":1704720837191,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>国际版拼多多(Temu)的成功充分说明物美价廉(性价比)可以跨越国界,是所有大众消费的核心诉求;和高傲的阿里巴巴、亚马逊相比,拼多多(Temu)才是真正的国民电商平台。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>国际版拼多多(Temu)的成功充分说明物美价廉(性价比)可以跨越国界,是所有大众消费的核心诉求;和高傲的阿里巴巴、亚马逊相比,拼多多(Temu)才是真正的国民电商平台。","text":"$拼多多(PDD)$ 国际版拼多多(Temu)的成功充分说明物美价廉(性价比)可以跨越国界,是所有大众消费的核心诉求;和高傲的阿里巴巴、亚马逊相比,拼多多(Temu)才是真正的国民电商平台。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/260886522966016","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516340331928883","authorId":"3516340331928883","name":"从你的全世界路过摔了一跤","avatar":"https://static.tigerbbs.com/d0b405c7a64587f43d73918b8a31011f","crmLevel":1,"crmLevelSwitch":0},"content":"成功说明世界上的傻子都很多","text":"成功说明世界上的傻子都很多","html":"成功说明世界上的傻子都很多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241086562062560,"gmtCreate":1699879819802,"gmtModify":1699879821523,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来的现金储备273亿,上半年现金流减少了115亿,按照这个速度,蔚来的现金流也就能支撑一年左右的时间。但是蔚来扭亏为盈的道路道阻且长。最近华为与奇瑞联合推出了25.6万的智界S7,在这辆车面前我不知道蔚来有什么优势能卖高价。没有高价,蔚来如何才能盈利?目前中国的电动车处于百舸争流的时期,但是大部分注定是要出局的,其中蔚来也许包含其中。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来的现金储备273亿,上半年现金流减少了115亿,按照这个速度,蔚来的现金流也就能支撑一年左右的时间。但是蔚来扭亏为盈的道路道阻且长。最近华为与奇瑞联合推出了25.6万的智界S7,在这辆车面前我不知道蔚来有什么优势能卖高价。没有高价,蔚来如何才能盈利?目前中国的电动车处于百舸争流的时期,但是大部分注定是要出局的,其中蔚来也许包含其中。","text":"$蔚来(NIO)$ 蔚来的现金储备273亿,上半年现金流减少了115亿,按照这个速度,蔚来的现金流也就能支撑一年左右的时间。但是蔚来扭亏为盈的道路道阻且长。最近华为与奇瑞联合推出了25.6万的智界S7,在这辆车面前我不知道蔚来有什么优势能卖高价。没有高价,蔚来如何才能盈利?目前中国的电动车处于百舸争流的时期,但是大部分注定是要出局的,其中蔚来也许包含其中。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/241086562062560","isVote":1,"tweetType":1,"viewCount":925,"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":"呵呵今天智己出来蔚来要完,极氪出来蔚来要完,问界出来理想蔚来要完,智界出来蔚来要完呵呵。","text":"呵呵今天智己出来蔚来要完,极氪出来蔚来要完,问界出来理想蔚来要完,智界出来蔚来要完呵呵。","html":"呵呵今天智己出来蔚来要完,极氪出来蔚来要完,问界出来理想蔚来要完,智界出来蔚来要完呵呵。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290628510461992,"gmtCreate":1711976442812,"gmtModify":1711976444382,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"作为一个接触亿航三年多的老人,虽然亿航 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 以往走得很恶心,但是我感觉这次不一样。风口太大了,而且亿航是卡位最好的那个。","listText":"作为一个接触亿航三年多的老人,虽然亿航 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 以往走得很恶心,但是我感觉这次不一样。风口太大了,而且亿航是卡位最好的那个。","text":"作为一个接触亿航三年多的老人,虽然亿航 $亿航智能(EH)$ 以往走得很恶心,但是我感觉这次不一样。风口太大了,而且亿航是卡位最好的那个。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/290628510461992","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256267257384976,"gmtCreate":1703592772267,"gmtModify":1703655912896,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<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 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阿里真正出招:1.要打别人先把拳头收回来专注主业,非核心业务,该卖的卖,该砍的砍;2.启用战斗力更强的年轻管理团队;3.重视股东利益,大手笔分红;4.组织文化,估计也要有大的变化。让听的到炮火的基层管理者做决策,而不是逐级汇报,更加机动灵活,拭目以待。正视现实,重新创业,电商老大哥的自我认知非常清醒,加上账上巨额的现金储备,竞争对手估计都会要重视起来了。战略做多阿里巴巴,大资金抓紧,下周是最后一周时间抄底。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256267257384976","isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249201445232696,"gmtCreate":1701845376263,"gmtModify":1701845380813,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> <v-v data-views=\"1\"></v-v>美股容易挣钱的主要原因是可预期,可预测,所有信息都公开,比如我抄底<a href=\"https://laohu8.com/S/TLT\">$美国国债20+年ETF-iShares(TLT)$</a> ,点阵图写的清清楚楚,CPI信息公开透明,几十年规则基本不变,只要能看明白就没有任何担心,看不明白这些信息的,天天期待老美债券跌到0的人,那没办法。安然公司造假,再大的公司也罚到关门!法治,公开,透明,其余风险自己承担责任。","listText":"<a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> <v-v data-views=\"1\"></v-v>美股容易挣钱的主要原因是可预期,可预测,所有信息都公开,比如我抄底<a href=\"https://laohu8.com/S/TLT\">$美国国债20+年ETF-iShares(TLT)$</a> ,点阵图写的清清楚楚,CPI信息公开透明,几十年规则基本不变,只要能看明白就没有任何担心,看不明白这些信息的,天天期待老美债券跌到0的人,那没办法。安然公司造假,再大的公司也罚到关门!法治,公开,透明,其余风险自己承担责任。","text":"$20+年以上美国国债ETF-iShares(TLT)$ 美股容易挣钱的主要原因是可预期,可预测,所有信息都公开,比如我抄底$美国国债20+年ETF-iShares(TLT)$ ,点阵图写的清清楚楚,CPI信息公开透明,几十年规则基本不变,只要能看明白就没有任何担心,看不明白这些信息的,天天期待老美债券跌到0的人,那没办法。安然公司造假,再大的公司也罚到关门!法治,公开,透明,其余风险自己承担责任。","images":[{"img":"https://static.tigerbbs.com/106ffed836a6438cd243f31d0207240c","width":"951","height":"409"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/249201445232696","isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295640090472680,"gmtCreate":1713186677296,"gmtModify":1713186686654,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"ai产业才刚刚开始,NVIDIA <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> de投资价值巨大,现在虽然应该不是最好的买入点,但是上车还不晚,奥运会可能拉低一些价格,奥运会之后应该还会涨。 估计今年可以看见1200","listText":"ai产业才刚刚开始,NVIDIA <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> de投资价值巨大,现在虽然应该不是最好的买入点,但是上车还不晚,奥运会可能拉低一些价格,奥运会之后应该还会涨。 估计今年可以看见1200","text":"ai产业才刚刚开始,NVIDIA $英伟达(NVDA)$ de投资价值巨大,现在虽然应该不是最好的买入点,但是上车还不晚,奥运会可能拉低一些价格,奥运会之后应该还会涨。 估计今年可以看见1200","images":[{"img":"https://static.tigerbbs.com/ca901c4b9c3793ceed7260a30768fb30","width":"545","height":"691"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/295640090472680","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":249521568645136,"gmtCreate":1701935238832,"gmtModify":1701935240564,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 众所周知,世界两大泡沫,中国房子美国股市。中国房子已经破灭,现在部分人还心存幻想,需要更长时间和更大幅度的下跌来教育。从标普500来看,美股的泡沫应该也马上要破灭了,走出了双头。","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 众所周知,世界两大泡沫,中国房子美国股市。中国房子已经破灭,现在部分人还心存幻想,需要更长时间和更大幅度的下跌来教育。从标普500来看,美股的泡沫应该也马上要破灭了,走出了双头。","text":"$道琼斯(.DJI)$ $纳斯达克(.IXIC)$ $标普500ETF(SPY)$ 众所周知,世界两大泡沫,中国房子美国股市。中国房子已经破灭,现在部分人还心存幻想,需要更长时间和更大幅度的下跌来教育。从标普500来看,美股的泡沫应该也马上要破灭了,走出了双头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/249521568645136","isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"125194940475664","authorId":"125194940475664","name":"独立分析师","avatar":"https://static.laohu8.com/80756a3bdeb5c29a5cc7e822601b2183","crmLevel":2,"crmLevelSwitch":0},"content":"你的意思是中国股市没泡沫最安全了 [龇牙]。看看可口可乐的市盈率,再对比海天味业的市盈率,看看谁有泡沫。 $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ $标普500(.SPX)$","text":"你的意思是中国股市没泡沫最安全了 [龇牙]。看看可口可乐的市盈率,再对比海天味业的市盈率,看看谁有泡沫。 $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ $标普500(.SPX)$","html":"你的意思是中国股市没泡沫最安全了 [龇牙]。看看可口可乐的市盈率,再对比海天味业的市盈率,看看谁有泡沫。 $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ $标普500(.SPX)$"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":248447912554552,"gmtCreate":1701694569746,"gmtModify":1701694571431,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"江淮的国有资本收回,以后江淮不用给蔚来垫资造工厂。蔚来也可以凭借利好消息融资,表面上看是双赢,实际上是让蔚来把造工厂的钱付了,股价涨不涨小李以后就自求多福吧 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","listText":"江淮的国有资本收回,以后江淮不用给蔚来垫资造工厂。蔚来也可以凭借利好消息融资,表面上看是双赢,实际上是让蔚来把造工厂的钱付了,股价涨不涨小李以后就自求多福吧 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","text":"江淮的国有资本收回,以后江淮不用给蔚来垫资造工厂。蔚来也可以凭借利好消息融资,表面上看是双赢,实际上是让蔚来把造工厂的钱付了,股价涨不涨小李以后就自求多福吧 $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/248447912554552","isVote":1,"tweetType":1,"viewCount":1820,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473997100912926","authorId":"3473997100912926","name":"凌晨12点","avatar":"https://static.tigerbbs.com/6ef7a155d31e9575811bd4bb306c025e","crmLevel":4,"crmLevelSwitch":0},"content":"有啥用啊。销量才是王道","text":"有啥用啊。销量才是王道","html":"有啥用啊。销量才是王道"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261597043789864,"gmtCreate":1704894447745,"gmtModify":1704895698231,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"蔚来开年内部信曝光!李斌:公司资源有限、仍在亏损。我们要省下每一分钱、每一度电、每一张纸。网友:钱是省出来的吗? <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","listText":"蔚来开年内部信曝光!李斌:公司资源有限、仍在亏损。我们要省下每一分钱、每一度电、每一张纸。网友:钱是省出来的吗? <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","text":"蔚来开年内部信曝光!李斌:公司资源有限、仍在亏损。我们要省下每一分钱、每一度电、每一张纸。网友:钱是省出来的吗? $蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/ae9c2ccefaf86e9b5171db6398e78a3f","width":"403","height":"409"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/261597043789864","isVote":1,"tweetType":1,"viewCount":1585,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525121711918404","authorId":"3525121711918404","name":"L情情","avatar":"https://static.tigerbbs.com/7de9b212386ceefd19aca09a2c6061c5","crmLevel":8,"crmLevelSwitch":1},"content":"你去体验一下这个车就知道了,确实是个做实事的公司。良心企业。","text":"你去体验一下这个车就知道了,确实是个做实事的公司。良心企业。","html":"你去体验一下这个车就知道了,确实是个做实事的公司。良心企业。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256263829188656,"gmtCreate":1703592087317,"gmtModify":1703592088862,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"蔚来才是最难的,之前高端就他独霸,现在理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 问界都起来了,蔚来向下打,能不能成还是未知数,小鹏起码卡了先手,避开高端品牌 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","listText":"蔚来才是最难的,之前高端就他独霸,现在理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 问界都起来了,蔚来向下打,能不能成还是未知数,小鹏起码卡了先手,避开高端品牌 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","text":"蔚来才是最难的,之前高端就他独霸,现在理想 $理想汽车(LI)$ 问界都起来了,蔚来向下打,能不能成还是未知数,小鹏起码卡了先手,避开高端品牌 $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/256263829188656","isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514720395585073","authorId":"3514720395585073","name":"yhyh","avatar":"https://static.tigerbbs.com/17feb249bb27c96ababa1284ba29755f","crmLevel":6,"crmLevelSwitch":0},"content":"高端目前只有蔚来,理想一直都是高性价比品牌,实际售价比同级别丰田还便宜,算是日系平替吧,问界跟理想定位以及产品都完全重叠,原本蔚来就是唯一跟同级别 bba价格差不多的,今年也扛住了没卷价格,唯一一次降价实际上是明降暗升,对比必须拉平了比,不是单纯的比价格","text":"高端目前只有蔚来,理想一直都是高性价比品牌,实际售价比同级别丰田还便宜,算是日系平替吧,问界跟理想定位以及产品都完全重叠,原本蔚来就是唯一跟同级别 bba价格差不多的,今年也扛住了没卷价格,唯一一次降价实际上是明降暗升,对比必须拉平了比,不是单纯的比价格","html":"高端目前只有蔚来,理想一直都是高性价比品牌,实际售价比同级别丰田还便宜,算是日系平替吧,问界跟理想定位以及产品都完全重叠,原本蔚来就是唯一跟同级别 bba价格差不多的,今年也扛住了没卷价格,唯一一次降价实际上是明降暗升,对比必须拉平了比,不是单纯的比价格"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254724501729328,"gmtCreate":1703224675638,"gmtModify":1703227292897,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","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>从IBM <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 到微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 到苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 到亚马逊 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> ,谷歌 <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ,特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,这些都是长牛了10多年,20多年的企业,英伟达的行情没有这么容易结束,他应该会成为一个伟大企业并且长牛。2024、2025看到650美元左右(30倍PE)。如果无人驾驶,可视,生成式AI有较好的增长,可能会给到更好的估值","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>从IBM <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 到微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 到苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 到亚马逊 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> ,谷歌 <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ,特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,这些都是长牛了10多年,20多年的企业,英伟达的行情没有这么容易结束,他应该会成为一个伟大企业并且长牛。2024、2025看到650美元左右(30倍PE)。如果无人驾驶,可视,生成式AI有较好的增长,可能会给到更好的估值","text":"$英伟达(NVDA)$ 从IBM $IBM(IBM)$ 到微软 $微软(MSFT)$ 到苹果 $苹果(AAPL)$ 到亚马逊 $亚马逊(AMZN)$ ,谷歌 $谷歌A(GOOGL)$ $谷歌(GOOG)$ ,特斯拉 $特斯拉(TSLA)$ ,这些都是长牛了10多年,20多年的企业,英伟达的行情没有这么容易结束,他应该会成为一个伟大企业并且长牛。2024、2025看到650美元左右(30倍PE)。如果无人驾驶,可视,生成式AI有较好的增长,可能会给到更好的估值","images":[{"img":"https://static.tigerbbs.com/206ab3d1ee36f103cce0b056f03b6300","width":"369","height":"369"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254724501729328","isVote":1,"tweetType":1,"viewCount":1786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":242422340616192,"gmtCreate":1700221494347,"gmtModify":1700221498020,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v> 没有理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 之前,蔚来的竞争者是bba,有理想之后,蔚来的竞争者是理想。可以说是理想彻底把蔚来打趴下的。蔚来的名字为什么不直接用未来?非要带点歧义,显得比较酷吗?","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v> 没有理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 之前,蔚来的竞争者是bba,有理想之后,蔚来的竞争者是理想。可以说是理想彻底把蔚来打趴下的。蔚来的名字为什么不直接用未来?非要带点歧义,显得比较酷吗?","text":"$蔚来(NIO)$ 没有理想 $理想汽车(LI)$ 之前,蔚来的竞争者是bba,有理想之后,蔚来的竞争者是理想。可以说是理想彻底把蔚来打趴下的。蔚来的名字为什么不直接用未来?非要带点歧义,显得比较酷吗?","images":[{"img":"https://static.tigerbbs.com/fbeb6596cebd50105e3cb14c936a3245","width":"715","height":"500"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/242422340616192","isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555770410457530","authorId":"3555770410457530","name":"叶杨小小","avatar":"https://static.tigerbbs.com/08bc9623bd73057f6c545ae4514eab4e","crmLevel":4,"crmLevelSwitch":0},"content":"现在看,蔚来压力太大了,电动车太卷了,也没有核心优势。","text":"现在看,蔚来压力太大了,电动车太卷了,也没有核心优势。","html":"现在看,蔚来压力太大了,电动车太卷了,也没有核心优势。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":234367217987720,"gmtCreate":1698244608035,"gmtModify":1698244609880,"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"明年开始自研操作系统应用后就不需要谷歌支付每台140-280元的费用,按照1.5亿台的销售量明年利润大概会凭空增加320亿左右,2022年利润84亿+320亿=404亿,单单手机业务明年保底400亿利润,这个利润没人发现吧?全网首发。小米太恐怖了,如果命明年小米汽车上市有比亚迪一般的销量也会贡献100亿的利润。这样合计的话明年整体利润大概500亿保底。也就是明年利润是2022年利润的6-7倍。这么大体量的公司这种增速放在全球也是不敢想象的。大家知道自研操作系统的威力了吧! <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","listText":"明年开始自研操作系统应用后就不需要谷歌支付每台140-280元的费用,按照1.5亿台的销售量明年利润大概会凭空增加320亿左右,2022年利润84亿+320亿=404亿,单单手机业务明年保底400亿利润,这个利润没人发现吧?全网首发。小米太恐怖了,如果命明年小米汽车上市有比亚迪一般的销量也会贡献100亿的利润。这样合计的话明年整体利润大概500亿保底。也就是明年利润是2022年利润的6-7倍。这么大体量的公司这种增速放在全球也是不敢想象的。大家知道自研操作系统的威力了吧! <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"明年开始自研操作系统应用后就不需要谷歌支付每台140-280元的费用,按照1.5亿台的销售量明年利润大概会凭空增加320亿左右,2022年利润84亿+320亿=404亿,单单手机业务明年保底400亿利润,这个利润没人发现吧?全网首发。小米太恐怖了,如果命明年小米汽车上市有比亚迪一般的销量也会贡献100亿的利润。这样合计的话明年整体利润大概500亿保底。也就是明年利润是2022年利润的6-7倍。这么大体量的公司这种增速放在全球也是不敢想象的。大家知道自研操作系统的威力了吧! $小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/234367217987720","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}