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抹茶味抹布
15:40
$美国超微公司(AMD)$
即便按照上季度更高的eps年化算,市盈率都高达95。除非数据中心份额能翻倍,否则现在买的人还是要被套。
抹茶味抹布
05-15 15:37
$极氪(ZK)$
看估值才买的极氪,想想总比小鹏应该要好些吧,结果……本来都下了决定不买中概的,破戒无好事,希望慢慢爬起来。
抹茶味抹布
05-13
$小米集团-W(01810)$
去年12月公司在16元也回购过,现在19有啥好担心?小米14系列大卖,包括小米14Ultra也站稳了高端拍照手机。红米note 13 Turbo最近也是大卖。公司能造出SU7一样品质的汽车,可以相信小米的手机也会继续在质量上提升。散户买了的话就相信雷军,雷军曾说过至少让支持的人赚一倍,也就是上市价17的一倍,34。在这之前大家可以稳住。今天的小米走过了很多坑,积累了很多经验,小米14能大卖,SU7一出来就大火并不是没有原因的,背后就是整家公司在多年积累下,量变成质变。拿着就对了。
抹茶味抹布
05-10
$亚马逊(AMZN)$
今年就一直没怎么关注过亚马逊,最近冲击2万亿随便看了眼期权链,觉得之后只是“情绪走势”,但看完图表后觉得简直是完美!️突破…攀升…一路上涨形成支撑…这简直就是教科书级别的上涨。如果之后能把189作为支撑,那它之后的走势应该是“疯狂”的。当然,前提都是大哥标普500指数别掉链子。
抹茶味抹布
05-09
$小鹏汽车(XPEV)$
主要是小鹏汽车的销量都是依靠降价换来的,而且各个车型被围剿针对,毛利率可能一降再降。
抹茶味抹布
05-07
$理想汽车-W(02015)$
理想汽车L6的累计订单已超过4.1万,最近股价上涨了8个点,年营收达到1200亿。小米的订单量超过15万,锁单超过9万,年营收达到2700亿(不包括汽车业务),但小米股价却下跌1.5个点,为什么小米的股价还不如理想涨的好呢?好奇怪哦。
抹茶味抹布
05-06
$特斯拉(TSLA)$
特斯拉这档股要投机太难,继上次高点198,若回测180,还有跌破,站不大稳,目前坚持198时的观点,跌破180减半,180以上买回,但若一口气又冲到190以上,就闷了,真太难。
抹茶味抹布
04-26
$超微电脑(SMCI)$
当前的情况就是人工智能板块因为超微电脑的一个业绩预告而这次造成市场恐慌,因为超微电脑一反常态地没有提前公布初步财报业绩,被视为一种悲观信号,造成了大量的抛售!
抹茶味抹布
04-25
$超微电脑(SMCI)$
自3月初见历史新高后,4大AI热股不断反复往下走。明显地,AI话题已经告一段落。除非未来几个季度,业绩仍然有显著增长,否则股价只会继续往下走。热潮过后,股价表现只会跟随业绩表现。散户不理客观因素盲目地追棒,但投行大户机构等会像散户一般见识吗?
抹茶味抹布
04-22
$拼多多(PDD)$
平台型电商,在拼多多出现前,没有人愿意做这个事情,因为之前做的拍拍网都失败了。想想,腾讯这么大流量都做失败了,谁敢再做呢?黄铮做拼多多的时候,抖音的张一鸣还说黄铮不应该做平台电商,因为已经有阿里做的那么好了。黄铮正是找到了阿里没有做好的点,找到了机会。因为做平台电商最难的事情是,有更多的卖家入住,还要有更多买家支持。改变开店习惯和购物习惯非常难。京东复制阿里平台卖家,也很失败。黄铮能成功,是找到了阿里卖家和消费者痛点。
抹茶味抹布
04-17
$蔚来(NIO)$
今年年后,蔚来先是促销2023款展车,后又降低bass价格提升新款销量,目前来看,月销量能稳定在1.1万辆左右。这个销量无法保障毛利率,接下来的8个月,蔚来品牌的销量靠啥提升?还有什么牌可以打?如果蔚来品牌销量止步于此,就只能靠乐道了。如果乐道还不行,就只能倒闭了!
抹茶味抹布
04-16
$阿里巴巴(BABA)$
阿里巴巴之所以市值败给腾讯,是因为阿里巴巴的控制欲太强,每次收购一家公司都想着控制对方,将创始团队逼走,自己安排阿里巴巴内部嫡系员工去打理公司。当年收购饿了么,直接把创始人张旭豪逼走,给了张旭豪95亿美元,阿里巴巴开始将自己员工入住饿了么,外行管内行,结果饿了么不敌美团。当年收购UC浏览器,花了43亿美元直接给了何小鹏,何小鹏拿着这笔去创办了小鹏汽车,后来UC浏览器被阿里巴巴搞的半死不活。还有天天动听,虾米音乐,优酷视频,土豆视频,苏宁易购等等,基本上被阿里巴巴搞的一团糟,阿里巴巴是投资一家公司,亏损一家公司,俗称公司的终结者。
抹茶味抹布
04-12
$蔚来(NIO)$
这是你最后一次5块钱以下买下它的机会。最近是缩量跌,水下主要是在消化3月27日追高套牢的抛盘,资金被英伟达吸走,汽车板块搁浅。预期事件没有,情绪稍有好转。前日底部巨量大阳线,大资金进场,上涨趋势显而易见。
抹茶味抹布
04-11
$拼多多(PDD)$
CPI向上,通涨向上,消费降级,利好拼多多!CPI向下,减息机会大增,利好股市,拼多多大升!无论怎样,拼多多都会上涨的啦!
抹茶味抹布
04-10
$英伟达(NVDA)$
历史不会简单重复,但是会押韵。个股身上就体现出股性,观察之前的横盘,英伟达的每次跌幅在16%到18%。从起涨点到最高点做黄金分割,跌到780-800是合适的介入价格。不只是点位合适,跌幅也满足了。个人认为黄金分割适不适用,要看点位有没有很契合,诸位自行判断。等待股价下跌吧。
抹茶味抹布
04-08
$亚马逊(AMZN)$
相对公司规模,市场规模比当前营收大十倍的行业都是属于可发展更大规模。用亚马逊自己的例子,AWS、A Prime就属于可发展很大到的规模。嘿嘿,亚马逊真的好牛。
抹茶味抹布
04-02
$超微电脑(SMCI)$
超微电脑的股价说跌就跌说涨就涨,相较于你们的英伟达,其性格阳光得多吧。一旦一涨,涨幅可达10%,一跌又有便宜筹码捞就是大概30%,止损机制也相对保守,触发止损最多让你损失不超过3%。总之,上涨和下跌从来不反复乱窜。
抹茶味抹布
04-01
$苹果(AAPL)$
苹果的确定性肯定是要比微软差些的,这个从微软屹立三十年在前十大公司也可以得出,那为什么买苹果呢?说来有点搞笑,每天上班在人挤人的地铁上,看到99.9%的人都像僵尸一样在滑手机,每天都觉得感触很深,可能在未来一二十年都是人最重要的终端设备吧。其次,iPhone的个人使用体验真的很好,超出了心里预期!还有,买入苹果公司的另一个原因是他是最赚钱的公司之一。要公司赚钱,股东才会赚钱,增长速度倒不是很看重。
抹茶味抹布
03-28
$苹果(AAPL)$
听别人说,只要你苹果股价一升,其他科技股都会熄火了。其实,不是你苹果涨了,就会拖累其他股下跌,而是其他科技股因为各种原因出现下跌,同时呢,咱们资金又没有可以去的地方,那就去苹果这里的话就相对于一种避险了。
抹茶味抹布
03-25
我只能说如果现在还会说lulu衣服质量好的人,要么是新进进场的小白,要么就是才买他们家衣服没多久。lulu的衣服比起以前现在就是** 看衰
$lululemon athletica(LULU)$
去老虎APP查看更多动态
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data-views=\"1\"></v-v>看估值才买的极氪,想想总比小鹏应该要好些吧,结果……本来都下了决定不买中概的,破戒无好事,希望慢慢爬起来。","listText":"<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a> <v-v data-views=\"1\"></v-v>看估值才买的极氪,想想总比小鹏应该要好些吧,结果……本来都下了决定不买中概的,破戒无好事,希望慢慢爬起来。","text":"$极氪(ZK)$ 看估值才买的极氪,想想总比小鹏应该要好些吧,结果……本来都下了决定不买中概的,破戒无好事,希望慢慢爬起来。","images":[{"img":"https://static.tigerbbs.com/3d4b31c377fc09caa864fdb6d9f03ccc","width":"772","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306170068766864","isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":305469008564368,"gmtCreate":1715587466046,"gmtModify":1715587468017,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>去年12月公司在16元也回购过,现在19有啥好担心?小米14系列大卖,包括小米14Ultra也站稳了高端拍照手机。红米note 13 Turbo最近也是大卖。公司能造出SU7一样品质的汽车,可以相信小米的手机也会继续在质量上提升。散户买了的话就相信雷军,雷军曾说过至少让支持的人赚一倍,也就是上市价17的一倍,34。在这之前大家可以稳住。今天的小米走过了很多坑,积累了很多经验,小米14能大卖,SU7一出来就大火并不是没有原因的,背后就是整家公司在多年积累下,量变成质变。拿着就对了。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>去年12月公司在16元也回购过,现在19有啥好担心?小米14系列大卖,包括小米14Ultra也站稳了高端拍照手机。红米note 13 Turbo最近也是大卖。公司能造出SU7一样品质的汽车,可以相信小米的手机也会继续在质量上提升。散户买了的话就相信雷军,雷军曾说过至少让支持的人赚一倍,也就是上市价17的一倍,34。在这之前大家可以稳住。今天的小米走过了很多坑,积累了很多经验,小米14能大卖,SU7一出来就大火并不是没有原因的,背后就是整家公司在多年积累下,量变成质变。拿着就对了。","text":"$小米集团-W(01810)$ 去年12月公司在16元也回购过,现在19有啥好担心?小米14系列大卖,包括小米14Ultra也站稳了高端拍照手机。红米note 13 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href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <v-v data-views=\"1\"></v-v>今年就一直没怎么关注过亚马逊,最近冲击2万亿随便看了眼期权链,觉得之后只是“情绪走势”,但看完图表后觉得简直是完美!️突破…攀升…一路上涨形成支撑…这简直就是教科书级别的上涨。如果之后能把189作为支撑,那它之后的走势应该是“疯狂”的。当然,前提都是大哥标普500指数别掉链子。","text":"$亚马逊(AMZN)$ 今年就一直没怎么关注过亚马逊,最近冲击2万亿随便看了眼期权链,觉得之后只是“情绪走势”,但看完图表后觉得简直是完美!️突破…攀升…一路上涨形成支撑…这简直就是教科书级别的上涨。如果之后能把189作为支撑,那它之后的走势应该是“疯狂”的。当然,前提都是大哥标普500指数别掉链子。","images":[{"img":"https://static.tigerbbs.com/987175a5f7920c88bf01e58b34be4511","width":"756","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304412217516056","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":304056443207704,"gmtCreate":1715242467177,"gmtModify":1715242468776,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <v-v data-views=\"0\"></v-v>主要是小鹏汽车的销量都是依靠降价换来的,而且各个车型被围剿针对,毛利率可能一降再降。","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <v-v data-views=\"0\"></v-v>主要是小鹏汽车的销量都是依靠降价换来的,而且各个车型被围剿针对,毛利率可能一降再降。","text":"$小鹏汽车(XPEV)$ 主要是小鹏汽车的销量都是依靠降价换来的,而且各个车型被围剿针对,毛利率可能一降再降。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304056443207704","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303253116092568,"gmtCreate":1715071839294,"gmtModify":1715071851747,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> <v-v data-views=\"1\"></v-v>理想汽车L6的累计订单已超过4.1万,最近股价上涨了8个点,年营收达到1200亿。小米的订单量超过15万,锁单超过9万,年营收达到2700亿(不包括汽车业务),但小米股价却下跌1.5个点,为什么小米的股价还不如理想涨的好呢?好奇怪哦。","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> <v-v data-views=\"1\"></v-v>理想汽车L6的累计订单已超过4.1万,最近股价上涨了8个点,年营收达到1200亿。小米的订单量超过15万,锁单超过9万,年营收达到2700亿(不包括汽车业务),但小米股价却下跌1.5个点,为什么小米的股价还不如理想涨的好呢?好奇怪哦。","text":"$理想汽车-W(02015)$ 理想汽车L6的累计订单已超过4.1万,最近股价上涨了8个点,年营收达到1200亿。小米的订单量超过15万,锁单超过9万,年营收达到2700亿(不包括汽车业务),但小米股价却下跌1.5个点,为什么小米的股价还不如理想涨的好呢?好奇怪哦。","images":[{"img":"https://static.tigerbbs.com/f5cadf82ac700bd162e20c13162be61e","width":"767","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303253116092568","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":302945618980880,"gmtCreate":1714996623430,"gmtModify":1715000707956,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v>特斯拉这档股要投机太难,继上次高点198,若回测180,还有跌破,站不大稳,目前坚持198时的观点,跌破180减半,180以上买回,但若一口气又冲到190以上,就闷了,真太难。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v>特斯拉这档股要投机太难,继上次高点198,若回测180,还有跌破,站不大稳,目前坚持198时的观点,跌破180减半,180以上买回,但若一口气又冲到190以上,就闷了,真太难。","text":"$特斯拉(TSLA)$ 特斯拉这档股要投机太难,继上次高点198,若回测180,还有跌破,站不大稳,目前坚持198时的观点,跌破180减半,180以上买回,但若一口气又冲到190以上,就闷了,真太难。","images":[{"img":"https://static.tigerbbs.com/01ba790d611e551313067048406e9ccb","width":"1145","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302945618980880","isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":299369048485912,"gmtCreate":1714122686416,"gmtModify":1714122688186,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v>当前的情况就是人工智能板块因为超微电脑的一个业绩预告而这次造成市场恐慌,因为超微电脑一反常态地没有提前公布初步财报业绩,被视为一种悲观信号,造成了大量的抛售!","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v>当前的情况就是人工智能板块因为超微电脑的一个业绩预告而这次造成市场恐慌,因为超微电脑一反常态地没有提前公布初步财报业绩,被视为一种悲观信号,造成了大量的抛售!","text":"$超微电脑(SMCI)$ 当前的情况就是人工智能板块因为超微电脑的一个业绩预告而这次造成市场恐慌,因为超微电脑一反常态地没有提前公布初步财报业绩,被视为一种悲观信号,造成了大量的抛售!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299369048485912","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299011858624536,"gmtCreate":1714035481860,"gmtModify":1714035483477,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v>自3月初见历史新高后,4大AI热股不断反复往下走。明显地,AI话题已经告一段落。除非未来几个季度,业绩仍然有显著增长,否则股价只会继续往下走。热潮过后,股价表现只会跟随业绩表现。散户不理客观因素盲目地追棒,但投行大户机构等会像散户一般见识吗?","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v>自3月初见历史新高后,4大AI热股不断反复往下走。明显地,AI话题已经告一段落。除非未来几个季度,业绩仍然有显著增长,否则股价只会继续往下走。热潮过后,股价表现只会跟随业绩表现。散户不理客观因素盲目地追棒,但投行大户机构等会像散户一般见识吗?","text":"$超微电脑(SMCI)$ 自3月初见历史新高后,4大AI热股不断反复往下走。明显地,AI话题已经告一段落。除非未来几个季度,业绩仍然有显著增长,否则股价只会继续往下走。热潮过后,股价表现只会跟随业绩表现。散户不理客观因素盲目地追棒,但投行大户机构等会像散户一般见识吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299011858624536","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297992131215408,"gmtCreate":1713771315815,"gmtModify":1713772437210,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","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>平台型电商,在拼多多出现前,没有人愿意做这个事情,因为之前做的拍拍网都失败了。想想,腾讯这么大流量都做失败了,谁敢再做呢?黄铮做拼多多的时候,抖音的张一鸣还说黄铮不应该做平台电商,因为已经有阿里做的那么好了。黄铮正是找到了阿里没有做好的点,找到了机会。因为做平台电商最难的事情是,有更多的卖家入住,还要有更多买家支持。改变开店习惯和购物习惯非常难。京东复制阿里平台卖家,也很失败。黄铮能成功,是找到了阿里卖家和消费者痛点。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>平台型电商,在拼多多出现前,没有人愿意做这个事情,因为之前做的拍拍网都失败了。想想,腾讯这么大流量都做失败了,谁敢再做呢?黄铮做拼多多的时候,抖音的张一鸣还说黄铮不应该做平台电商,因为已经有阿里做的那么好了。黄铮正是找到了阿里没有做好的点,找到了机会。因为做平台电商最难的事情是,有更多的卖家入住,还要有更多买家支持。改变开店习惯和购物习惯非常难。京东复制阿里平台卖家,也很失败。黄铮能成功,是找到了阿里卖家和消费者痛点。","text":"$拼多多(PDD)$ 平台型电商,在拼多多出现前,没有人愿意做这个事情,因为之前做的拍拍网都失败了。想想,腾讯这么大流量都做失败了,谁敢再做呢?黄铮做拼多多的时候,抖音的张一鸣还说黄铮不应该做平台电商,因为已经有阿里做的那么好了。黄铮正是找到了阿里没有做好的点,找到了机会。因为做平台电商最难的事情是,有更多的卖家入住,还要有更多买家支持。改变开店习惯和购物习惯非常难。京东复制阿里平台卖家,也很失败。黄铮能成功,是找到了阿里卖家和消费者痛点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297992131215408","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296226086436880,"gmtCreate":1713340057013,"gmtModify":1713412466305,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>今年年后,蔚来先是促销2023款展车,后又降低bass价格提升新款销量,目前来看,月销量能稳定在1.1万辆左右。这个销量无法保障毛利率,接下来的8个月,蔚来品牌的销量靠啥提升?还有什么牌可以打?如果蔚来品牌销量止步于此,就只能靠乐道了。如果乐道还不行,就只能倒闭了!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>今年年后,蔚来先是促销2023款展车,后又降低bass价格提升新款销量,目前来看,月销量能稳定在1.1万辆左右。这个销量无法保障毛利率,接下来的8个月,蔚来品牌的销量靠啥提升?还有什么牌可以打?如果蔚来品牌销量止步于此,就只能靠乐道了。如果乐道还不行,就只能倒闭了!","text":"$蔚来(NIO)$ 今年年后,蔚来先是促销2023款展车,后又降低bass价格提升新款销量,目前来看,月销量能稳定在1.1万辆左右。这个销量无法保障毛利率,接下来的8个月,蔚来品牌的销量靠啥提升?还有什么牌可以打?如果蔚来品牌销量止步于此,就只能靠乐道了。如果乐道还不行,就只能倒闭了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/296226086436880","isVote":1,"tweetType":1,"viewCount":5692,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0},"content":"蔚来品牌是个自嗨的高端纯电市场,都没占到便宜。乐道直面特斯拉、比亚迪、小米的竞争,一点机会都没有","text":"蔚来品牌是个自嗨的高端纯电市场,都没占到便宜。乐道直面特斯拉、比亚迪、小米的竞争,一点机会都没有","html":"蔚来品牌是个自嗨的高端纯电市场,都没占到便宜。乐道直面特斯拉、比亚迪、小米的竞争,一点机会都没有"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295920762081440,"gmtCreate":1713255301701,"gmtModify":1713255514377,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>阿里巴巴之所以市值败给腾讯,是因为阿里巴巴的控制欲太强,每次收购一家公司都想着控制对方,将创始团队逼走,自己安排阿里巴巴内部嫡系员工去打理公司。当年收购饿了么,直接把创始人张旭豪逼走,给了张旭豪95亿美元,阿里巴巴开始将自己员工入住饿了么,外行管内行,结果饿了么不敌美团。当年收购UC浏览器,花了43亿美元直接给了何小鹏,何小鹏拿着这笔去创办了小鹏汽车,后来UC浏览器被阿里巴巴搞的半死不活。还有天天动听,虾米音乐,优酷视频,土豆视频,苏宁易购等等,基本上被阿里巴巴搞的一团糟,阿里巴巴是投资一家公司,亏损一家公司,俗称公司的终结者。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>阿里巴巴之所以市值败给腾讯,是因为阿里巴巴的控制欲太强,每次收购一家公司都想着控制对方,将创始团队逼走,自己安排阿里巴巴内部嫡系员工去打理公司。当年收购饿了么,直接把创始人张旭豪逼走,给了张旭豪95亿美元,阿里巴巴开始将自己员工入住饿了么,外行管内行,结果饿了么不敌美团。当年收购UC浏览器,花了43亿美元直接给了何小鹏,何小鹏拿着这笔去创办了小鹏汽车,后来UC浏览器被阿里巴巴搞的半死不活。还有天天动听,虾米音乐,优酷视频,土豆视频,苏宁易购等等,基本上被阿里巴巴搞的一团糟,阿里巴巴是投资一家公司,亏损一家公司,俗称公司的终结者。","text":"$阿里巴巴(BABA)$ 阿里巴巴之所以市值败给腾讯,是因为阿里巴巴的控制欲太强,每次收购一家公司都想着控制对方,将创始团队逼走,自己安排阿里巴巴内部嫡系员工去打理公司。当年收购饿了么,直接把创始人张旭豪逼走,给了张旭豪95亿美元,阿里巴巴开始将自己员工入住饿了么,外行管内行,结果饿了么不敌美团。当年收购UC浏览器,花了43亿美元直接给了何小鹏,何小鹏拿着这笔去创办了小鹏汽车,后来UC浏览器被阿里巴巴搞的半死不活。还有天天动听,虾米音乐,优酷视频,土豆视频,苏宁易购等等,基本上被阿里巴巴搞的一团糟,阿里巴巴是投资一家公司,亏损一家公司,俗称公司的终结者。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295920762081440","isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294456284811336,"gmtCreate":1712907395936,"gmtModify":1712907397779,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>这是你最后一次5块钱以下买下它的机会。最近是缩量跌,水下主要是在消化3月27日追高套牢的抛盘,资金被英伟达吸走,汽车板块搁浅。预期事件没有,情绪稍有好转。前日底部巨量大阳线,大资金进场,上涨趋势显而易见。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>这是你最后一次5块钱以下买下它的机会。最近是缩量跌,水下主要是在消化3月27日追高套牢的抛盘,资金被英伟达吸走,汽车板块搁浅。预期事件没有,情绪稍有好转。前日底部巨量大阳线,大资金进场,上涨趋势显而易见。","text":"$蔚来(NIO)$ 这是你最后一次5块钱以下买下它的机会。最近是缩量跌,水下主要是在消化3月27日追高套牢的抛盘,资金被英伟达吸走,汽车板块搁浅。预期事件没有,情绪稍有好转。前日底部巨量大阳线,大资金进场,上涨趋势显而易见。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/294456284811336","isVote":1,"tweetType":1,"viewCount":1830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294169628000432,"gmtCreate":1712823718442,"gmtModify":1712823737388,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","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>CPI向上,通涨向上,消费降级,利好拼多多!CPI向下,减息机会大增,利好股市,拼多多大升!无论怎样,拼多多都会上涨的啦!","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>CPI向上,通涨向上,消费降级,利好拼多多!CPI向下,减息机会大增,利好股市,拼多多大升!无论怎样,拼多多都会上涨的啦!","text":"$拼多多(PDD)$ CPI向上,通涨向上,消费降级,利好拼多多!CPI向下,减息机会大增,利好股市,拼多多大升!无论怎样,拼多多都会上涨的啦!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/294169628000432","isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293818831319192,"gmtCreate":1712738129758,"gmtModify":1712738131565,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>历史不会简单重复,但是会押韵。个股身上就体现出股性,观察之前的横盘,英伟达的每次跌幅在16%到18%。从起涨点到最高点做黄金分割,跌到780-800是合适的介入价格。不只是点位合适,跌幅也满足了。个人认为黄金分割适不适用,要看点位有没有很契合,诸位自行判断。等待股价下跌吧。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>历史不会简单重复,但是会押韵。个股身上就体现出股性,观察之前的横盘,英伟达的每次跌幅在16%到18%。从起涨点到最高点做黄金分割,跌到780-800是合适的介入价格。不只是点位合适,跌幅也满足了。个人认为黄金分割适不适用,要看点位有没有很契合,诸位自行判断。等待股价下跌吧。","text":"$英伟达(NVDA)$ 历史不会简单重复,但是会押韵。个股身上就体现出股性,观察之前的横盘,英伟达的每次跌幅在16%到18%。从起涨点到最高点做黄金分割,跌到780-800是合适的介入价格。不只是点位合适,跌幅也满足了。个人认为黄金分割适不适用,要看点位有没有很契合,诸位自行判断。等待股价下跌吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/293818831319192","isVote":1,"tweetType":1,"viewCount":1390,"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":"240亿的财报对标750的股价,当前英特尔,谷歌都在出芯片,英伟达明年必降价,没后劲。","text":"240亿的财报对标750的股价,当前英特尔,谷歌都在出芯片,英伟达明年必降价,没后劲。","html":"240亿的财报对标750的股价,当前英特尔,谷歌都在出芯片,英伟达明年必降价,没后劲。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293023796707480,"gmtCreate":1712562417973,"gmtModify":1712562420539,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 相对公司规模,市场规模比当前营收大十倍的行业都是属于可发展更大规模。用亚马逊自己的例子,AWS、A Prime就属于可发展很大到的规模。嘿嘿,亚马逊真的好牛。","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 相对公司规模,市场规模比当前营收大十倍的行业都是属于可发展更大规模。用亚马逊自己的例子,AWS、A Prime就属于可发展很大到的规模。嘿嘿,亚马逊真的好牛。","text":"$亚马逊(AMZN)$ 相对公司规模,市场规模比当前营收大十倍的行业都是属于可发展更大规模。用亚马逊自己的例子,AWS、A Prime就属于可发展很大到的规模。嘿嘿,亚马逊真的好牛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293023796707480","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290911816421416,"gmtCreate":1712045609306,"gmtModify":1712045610646,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 超微电脑的股价说跌就跌说涨就涨,相较于你们的英伟达,其性格阳光得多吧。一旦一涨,涨幅可达10%,一跌又有便宜筹码捞就是大概30%,止损机制也相对保守,触发止损最多让你损失不超过3%。总之,上涨和下跌从来不反复乱窜。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 超微电脑的股价说跌就跌说涨就涨,相较于你们的英伟达,其性格阳光得多吧。一旦一涨,涨幅可达10%,一跌又有便宜筹码捞就是大概30%,止损机制也相对保守,触发止损最多让你损失不超过3%。总之,上涨和下跌从来不反复乱窜。","text":"$超微电脑(SMCI)$ 超微电脑的股价说跌就跌说涨就涨,相较于你们的英伟达,其性格阳光得多吧。一旦一涨,涨幅可达10%,一跌又有便宜筹码捞就是大概30%,止损机制也相对保守,触发止损最多让你损失不超过3%。总之,上涨和下跌从来不反复乱窜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290911816421416","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290551327903784,"gmtCreate":1711957599415,"gmtModify":1711957601852,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 苹果的确定性肯定是要比微软差些的,这个从微软屹立三十年在前十大公司也可以得出,那为什么买苹果呢?说来有点搞笑,每天上班在人挤人的地铁上,看到99.9%的人都像僵尸一样在滑手机,每天都觉得感触很深,可能在未来一二十年都是人最重要的终端设备吧。其次,iPhone的个人使用体验真的很好,超出了心里预期!还有,买入苹果公司的另一个原因是他是最赚钱的公司之一。要公司赚钱,股东才会赚钱,增长速度倒不是很看重。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 苹果的确定性肯定是要比微软差些的,这个从微软屹立三十年在前十大公司也可以得出,那为什么买苹果呢?说来有点搞笑,每天上班在人挤人的地铁上,看到99.9%的人都像僵尸一样在滑手机,每天都觉得感触很深,可能在未来一二十年都是人最重要的终端设备吧。其次,iPhone的个人使用体验真的很好,超出了心里预期!还有,买入苹果公司的另一个原因是他是最赚钱的公司之一。要公司赚钱,股东才会赚钱,增长速度倒不是很看重。","text":"$苹果(AAPL)$ 苹果的确定性肯定是要比微软差些的,这个从微软屹立三十年在前十大公司也可以得出,那为什么买苹果呢?说来有点搞笑,每天上班在人挤人的地铁上,看到99.9%的人都像僵尸一样在滑手机,每天都觉得感触很深,可能在未来一二十年都是人最重要的终端设备吧。其次,iPhone的个人使用体验真的很好,超出了心里预期!还有,买入苹果公司的另一个原因是他是最赚钱的公司之一。要公司赚钱,股东才会赚钱,增长速度倒不是很看重。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290551327903784","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289140075577384,"gmtCreate":1711613055389,"gmtModify":1711613058871,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 听别人说,只要你苹果股价一升,其他科技股都会熄火了。其实,不是你苹果涨了,就会拖累其他股下跌,而是其他科技股因为各种原因出现下跌,同时呢,咱们资金又没有可以去的地方,那就去苹果这里的话就相对于一种避险了。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 听别人说,只要你苹果股价一升,其他科技股都会熄火了。其实,不是你苹果涨了,就会拖累其他股下跌,而是其他科技股因为各种原因出现下跌,同时呢,咱们资金又没有可以去的地方,那就去苹果这里的话就相对于一种避险了。","text":"$苹果(AAPL)$ 听别人说,只要你苹果股价一升,其他科技股都会熄火了。其实,不是你苹果涨了,就会拖累其他股下跌,而是其他科技股因为各种原因出现下跌,同时呢,咱们资金又没有可以去的地方,那就去苹果这里的话就相对于一种避险了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289140075577384","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288073236103360,"gmtCreate":1711367029804,"gmtModify":1711367031221,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我只能说如果现在还会说lulu衣服质量好的人,要么是新进进场的小白,要么就是才买他们家衣服没多久。lulu的衣服比起以前现在就是** 看衰 <a href=\"https://laohu8.com/S/LULU\">$lululemon athletica(LULU)$</a> <v-v data-views=\"0\"></v-v>","listText":"我只能说如果现在还会说lulu衣服质量好的人,要么是新进进场的小白,要么就是才买他们家衣服没多久。lulu的衣服比起以前现在就是** 看衰 <a href=\"https://laohu8.com/S/LULU\">$lululemon athletica(LULU)$</a> <v-v data-views=\"0\"></v-v>","text":"我只能说如果现在还会说lulu衣服质量好的人,要么是新进进场的小白,要么就是才买他们家衣服没多久。lulu的衣服比起以前现在就是** 看衰 $lululemon athletica(LULU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/288073236103360","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516196554963375","authorId":"3516196554963375","name":"pango","avatar":"https://static.tigerbbs.com/f01a83aec47d4c8e1975865c0b1f8404","crmLevel":3,"crmLevelSwitch":0},"content":"露露之前买的是标签和社群 虽然多了就谈了 一线白领已经疲倦了 不过二线和老爷叔们顶上来了","text":"露露之前买的是标签和社群 虽然多了就谈了 一线白领已经疲倦了 不过二线和老爷叔们顶上来了","html":"露露之前买的是标签和社群 虽然多了就谈了 一线白领已经疲倦了 不过二线和老爷叔们顶上来了"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":306525344096280,"gmtCreate":1715845226183,"gmtModify":1715845227760,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","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=\"0\"></v-v>即便按照上季度更高的eps年化算,市盈率都高达95。除非数据中心份额能翻倍,否则现在买的人还是要被套。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>即便按照上季度更高的eps年化算,市盈率都高达95。除非数据中心份额能翻倍,否则现在买的人还是要被套。","text":"$美国超微公司(AMD)$ 即便按照上季度更高的eps年化算,市盈率都高达95。除非数据中心份额能翻倍,否则现在买的人还是要被套。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306525344096280","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258700533362688,"gmtCreate":1704182985079,"gmtModify":1704184858801,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"以后就是没有换电站的地方基本不可能大规模提供800V超充。。。400kw什么概念。。。60户的居民楼差不多用电容量就是400到600kw。。。还大规模建超充,没有储能做缓冲是不可能的,而蔚来换电站不本身就是超大储能站。。。。以后只有蔚来才具备大规模提供高压快充的能力。。。其他想建肯定要配套储能,那建配套储能又和建换电站有什么区别呢。。。。蔚来那个时候已经3000座,谁比得过?从现在开始布局没错的! <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","listText":"以后就是没有换电站的地方基本不可能大规模提供800V超充。。。400kw什么概念。。。60户的居民楼差不多用电容量就是400到600kw。。。还大规模建超充,没有储能做缓冲是不可能的,而蔚来换电站不本身就是超大储能站。。。。以后只有蔚来才具备大规模提供高压快充的能力。。。其他想建肯定要配套储能,那建配套储能又和建换电站有什么区别呢。。。。蔚来那个时候已经3000座,谁比得过?从现在开始布局没错的! <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","text":"以后就是没有换电站的地方基本不可能大规模提供800V超充。。。400kw什么概念。。。60户的居民楼差不多用电容量就是400到600kw。。。还大规模建超充,没有储能做缓冲是不可能的,而蔚来换电站不本身就是超大储能站。。。。以后只有蔚来才具备大规模提供高压快充的能力。。。其他想建肯定要配套储能,那建配套储能又和建换电站有什么区别呢。。。。蔚来那个时候已经3000座,谁比得过?从现在开始布局没错的! $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/258700533362688","isVote":1,"tweetType":1,"viewCount":1774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306170068766864,"gmtCreate":1715758623322,"gmtModify":1715758631908,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a> <v-v data-views=\"1\"></v-v>看估值才买的极氪,想想总比小鹏应该要好些吧,结果……本来都下了决定不买中概的,破戒无好事,希望慢慢爬起来。","listText":"<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a> <v-v data-views=\"1\"></v-v>看估值才买的极氪,想想总比小鹏应该要好些吧,结果……本来都下了决定不买中概的,破戒无好事,希望慢慢爬起来。","text":"$极氪(ZK)$ 看估值才买的极氪,想想总比小鹏应该要好些吧,结果……本来都下了决定不买中概的,破戒无好事,希望慢慢爬起来。","images":[{"img":"https://static.tigerbbs.com/3d4b31c377fc09caa864fdb6d9f03ccc","width":"772","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306170068766864","isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":296226086436880,"gmtCreate":1713340057013,"gmtModify":1713412466305,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>今年年后,蔚来先是促销2023款展车,后又降低bass价格提升新款销量,目前来看,月销量能稳定在1.1万辆左右。这个销量无法保障毛利率,接下来的8个月,蔚来品牌的销量靠啥提升?还有什么牌可以打?如果蔚来品牌销量止步于此,就只能靠乐道了。如果乐道还不行,就只能倒闭了!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>今年年后,蔚来先是促销2023款展车,后又降低bass价格提升新款销量,目前来看,月销量能稳定在1.1万辆左右。这个销量无法保障毛利率,接下来的8个月,蔚来品牌的销量靠啥提升?还有什么牌可以打?如果蔚来品牌销量止步于此,就只能靠乐道了。如果乐道还不行,就只能倒闭了!","text":"$蔚来(NIO)$ 今年年后,蔚来先是促销2023款展车,后又降低bass价格提升新款销量,目前来看,月销量能稳定在1.1万辆左右。这个销量无法保障毛利率,接下来的8个月,蔚来品牌的销量靠啥提升?还有什么牌可以打?如果蔚来品牌销量止步于此,就只能靠乐道了。如果乐道还不行,就只能倒闭了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/296226086436880","isVote":1,"tweetType":1,"viewCount":5692,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0},"content":"蔚来品牌是个自嗨的高端纯电市场,都没占到便宜。乐道直面特斯拉、比亚迪、小米的竞争,一点机会都没有","text":"蔚来品牌是个自嗨的高端纯电市场,都没占到便宜。乐道直面特斯拉、比亚迪、小米的竞争,一点机会都没有","html":"蔚来品牌是个自嗨的高端纯电市场,都没占到便宜。乐道直面特斯拉、比亚迪、小米的竞争,一点机会都没有"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286053403889680,"gmtCreate":1710854666792,"gmtModify":1710854668347,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"经过这两年调整10-12元基本就算底部了,调整空间已经不大。15买入基本套牢时间也不久。耐心一点持有,30元以上今年有机会看见。 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> <v-v data-views=\"0\"></v-v>","listText":"经过这两年调整10-12元基本就算底部了,调整空间已经不大。15买入基本套牢时间也不久。耐心一点持有,30元以上今年有机会看见。 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> <v-v data-views=\"0\"></v-v>","text":"经过这两年调整10-12元基本就算底部了,调整空间已经不大。15买入基本套牢时间也不久。耐心一点持有,30元以上今年有机会看见。 $亿航智能(EH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/286053403889680","isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3439264380762094","authorId":"3439264380762094","name":"别具一格","avatar":"https://static.tigerbbs.com/44518108f2e9298952db9ffdd0e63edb","crmLevel":2,"crmLevelSwitch":0},"content":"亿航216的缺点主要包括: 电池续航问题:在电池续航没有理论突破的前提下,亿航216的飞行时间最多也只能达到1小时左右1。 空域管制问题:由于空域管制,亿航216的飞行区域受限,只能在特定区域运营,这决定了它无法普及到更广泛的应用场景1。 充电时间:充电时间较长,需要2-3小时,这影响了设备的使用效率2。 尽管存在这些缺点,亿航216在飞行性能、驾驶舱舒适性和空间宽敞度等方面表现尚可,能够应用于空中交通、旅游观光、医疗急救、物流运输等多个领域","text":"亿航216的缺点主要包括: 电池续航问题:在电池续航没有理论突破的前提下,亿航216的飞行时间最多也只能达到1小时左右1。 空域管制问题:由于空域管制,亿航216的飞行区域受限,只能在特定区域运营,这决定了它无法普及到更广泛的应用场景1。 充电时间:充电时间较长,需要2-3小时,这影响了设备的使用效率2。 尽管存在这些缺点,亿航216在飞行性能、驾驶舱舒适性和空间宽敞度等方面表现尚可,能够应用于空中交通、旅游观光、医疗急救、物流运输等多个领域","html":"亿航216的缺点主要包括: 电池续航问题:在电池续航没有理论突破的前提下,亿航216的飞行时间最多也只能达到1小时左右1。 空域管制问题:由于空域管制,亿航216的飞行区域受限,只能在特定区域运营,这决定了它无法普及到更广泛的应用场景1。 充电时间:充电时间较长,需要2-3小时,这影响了设备的使用效率2。 尽管存在这些缺点,亿航216在飞行性能、驾驶舱舒适性和空间宽敞度等方面表现尚可,能够应用于空中交通、旅游观光、医疗急救、物流运输等多个领域"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862578439,"gmtCreate":1632896209519,"gmtModify":1632896209519,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"SDC is next","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> I made a mistake in NIO. Bought 30K at 5. It just kept trading around 2-3, gave up. Sold at 6. Two- three months later it was $60. I could have retired. I had full faith but the news of bankruptcy and traditional chinese non-transparency about finances spooked me. Not this time. Check ALGN. It used to trade very low. For ten years it traded in 4-14 range. Then this year over 700. Just imagine buying 5K at 10 ten years ago. SDC is in the early stages. Now that Asian countries getting richer, more people will be going for <a href=\"https://laohu8.com/S/SDC\">$SmileDirectClub, Inc.(SDC)$</a> devices. ALGN devices cost way too much.","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> I made a mistake in NIO. Bought 30K at 5. It just kept trading around 2-3, gave up. Sold at 6. Two- three months later it was $60. I could have retired. I had full faith but the news of bankruptcy and traditional chinese non-transparency about finances spooked me. Not this time. Check ALGN. It used to trade very low. For ten years it traded in 4-14 range. Then this year over 700. Just imagine buying 5K at 10 ten years ago. SDC is in the early stages. Now that Asian countries getting richer, more people will be going for <a href=\"https://laohu8.com/S/SDC\">$SmileDirectClub, Inc.(SDC)$</a> devices. ALGN devices cost way too much.","text":"$NIO Inc.(NIO)$ I made a mistake in NIO. Bought 30K at 5. It just kept trading around 2-3, gave up. Sold at 6. Two- three months later it was $60. I could have retired. I had full faith but the news of bankruptcy and traditional chinese non-transparency about finances spooked me. Not this time. Check ALGN. It used to trade very low. For ten years it traded in 4-14 range. Then this year over 700. Just imagine buying 5K at 10 ten years ago. SDC is in the early stages. Now that Asian countries getting richer, more people will be going for $SmileDirectClub, Inc.(SDC)$ devices. ALGN devices cost way too much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862578439","isVote":1,"tweetType":1,"viewCount":8461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260799596843008,"gmtCreate":1704699613420,"gmtModify":1704699618848,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"彩电、冰箱大沙发不是核心竞争力,是汽车基本需求之上的增值需求。由于汽车制造业很成熟了,这使得基本需求得到了有效满足。理想汽车在这个基础之上满足了更人性化的需求,女人和孩子的需求,获得了巨大成功。但由于不具备门槛,我估计很快理想的这个优势就不复存在了。所以未来一年理想的挑战会非常大。毕竟这个东西想复制太简单了,你敢想象奔驰同款有一样的服务吗? <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>","listText":"彩电、冰箱大沙发不是核心竞争力,是汽车基本需求之上的增值需求。由于汽车制造业很成熟了,这使得基本需求得到了有效满足。理想汽车在这个基础之上满足了更人性化的需求,女人和孩子的需求,获得了巨大成功。但由于不具备门槛,我估计很快理想的这个优势就不复存在了。所以未来一年理想的挑战会非常大。毕竟这个东西想复制太简单了,你敢想象奔驰同款有一样的服务吗? <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>","text":"彩电、冰箱大沙发不是核心竞争力,是汽车基本需求之上的增值需求。由于汽车制造业很成熟了,这使得基本需求得到了有效满足。理想汽车在这个基础之上满足了更人性化的需求,女人和孩子的需求,获得了巨大成功。但由于不具备门槛,我估计很快理想的这个优势就不复存在了。所以未来一年理想的挑战会非常大。毕竟这个东西想复制太简单了,你敢想象奔驰同款有一样的服务吗? $理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/54c4114fa01da44a2c35c4760426d16e","width":"1296","height":"534"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/260799596843008","isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"127965840282720","authorId":"127965840282720","name":"悟空888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"要是复制太简单了,那市场得出现多少个理想","text":"要是复制太简单了,那市场得出现多少个理想","html":"要是复制太简单了,那市场得出现多少个理想"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":305469008564368,"gmtCreate":1715587466046,"gmtModify":1715587468017,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>去年12月公司在16元也回购过,现在19有啥好担心?小米14系列大卖,包括小米14Ultra也站稳了高端拍照手机。红米note 13 Turbo最近也是大卖。公司能造出SU7一样品质的汽车,可以相信小米的手机也会继续在质量上提升。散户买了的话就相信雷军,雷军曾说过至少让支持的人赚一倍,也就是上市价17的一倍,34。在这之前大家可以稳住。今天的小米走过了很多坑,积累了很多经验,小米14能大卖,SU7一出来就大火并不是没有原因的,背后就是整家公司在多年积累下,量变成质变。拿着就对了。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>去年12月公司在16元也回购过,现在19有啥好担心?小米14系列大卖,包括小米14Ultra也站稳了高端拍照手机。红米note 13 Turbo最近也是大卖。公司能造出SU7一样品质的汽车,可以相信小米的手机也会继续在质量上提升。散户买了的话就相信雷军,雷军曾说过至少让支持的人赚一倍,也就是上市价17的一倍,34。在这之前大家可以稳住。今天的小米走过了很多坑,积累了很多经验,小米14能大卖,SU7一出来就大火并不是没有原因的,背后就是整家公司在多年积累下,量变成质变。拿着就对了。","text":"$小米集团-W(01810)$ 去年12月公司在16元也回购过,现在19有啥好担心?小米14系列大卖,包括小米14Ultra也站稳了高端拍照手机。红米note 13 Turbo最近也是大卖。公司能造出SU7一样品质的汽车,可以相信小米的手机也会继续在质量上提升。散户买了的话就相信雷军,雷军曾说过至少让支持的人赚一倍,也就是上市价17的一倍,34。在这之前大家可以稳住。今天的小米走过了很多坑,积累了很多经验,小米14能大卖,SU7一出来就大火并不是没有原因的,背后就是整家公司在多年积累下,量变成质变。拿着就对了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305469008564368","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288073236103360,"gmtCreate":1711367029804,"gmtModify":1711367031221,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我只能说如果现在还会说lulu衣服质量好的人,要么是新进进场的小白,要么就是才买他们家衣服没多久。lulu的衣服比起以前现在就是** 看衰 <a href=\"https://laohu8.com/S/LULU\">$lululemon athletica(LULU)$</a> <v-v data-views=\"0\"></v-v>","listText":"我只能说如果现在还会说lulu衣服质量好的人,要么是新进进场的小白,要么就是才买他们家衣服没多久。lulu的衣服比起以前现在就是** 看衰 <a href=\"https://laohu8.com/S/LULU\">$lululemon athletica(LULU)$</a> <v-v data-views=\"0\"></v-v>","text":"我只能说如果现在还会说lulu衣服质量好的人,要么是新进进场的小白,要么就是才买他们家衣服没多久。lulu的衣服比起以前现在就是** 看衰 $lululemon athletica(LULU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/288073236103360","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516196554963375","authorId":"3516196554963375","name":"pango","avatar":"https://static.tigerbbs.com/f01a83aec47d4c8e1975865c0b1f8404","crmLevel":3,"crmLevelSwitch":0},"content":"露露之前买的是标签和社群 虽然多了就谈了 一线白领已经疲倦了 不过二线和老爷叔们顶上来了","text":"露露之前买的是标签和社群 虽然多了就谈了 一线白领已经疲倦了 不过二线和老爷叔们顶上来了","html":"露露之前买的是标签和社群 虽然多了就谈了 一线白领已经疲倦了 不过二线和老爷叔们顶上来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294456284811336,"gmtCreate":1712907395936,"gmtModify":1712907397779,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>这是你最后一次5块钱以下买下它的机会。最近是缩量跌,水下主要是在消化3月27日追高套牢的抛盘,资金被英伟达吸走,汽车板块搁浅。预期事件没有,情绪稍有好转。前日底部巨量大阳线,大资金进场,上涨趋势显而易见。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>这是你最后一次5块钱以下买下它的机会。最近是缩量跌,水下主要是在消化3月27日追高套牢的抛盘,资金被英伟达吸走,汽车板块搁浅。预期事件没有,情绪稍有好转。前日底部巨量大阳线,大资金进场,上涨趋势显而易见。","text":"$蔚来(NIO)$ 这是你最后一次5块钱以下买下它的机会。最近是缩量跌,水下主要是在消化3月27日追高套牢的抛盘,资金被英伟达吸走,汽车板块搁浅。预期事件没有,情绪稍有好转。前日底部巨量大阳线,大资金进场,上涨趋势显而易见。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/294456284811336","isVote":1,"tweetType":1,"viewCount":1830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277071827918920,"gmtCreate":1708675465789,"gmtModify":1708675469267,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"今天又把李想的“听我讲完”温习一遍,。很好。李想是我最崇拜的80后企业家之一。不超过3个哈。当时的他真的是充满了理想啊,这种人就最容易成功 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v>","listText":"今天又把李想的“听我讲完”温习一遍,。很好。李想是我最崇拜的80后企业家之一。不超过3个哈。当时的他真的是充满了理想啊,这种人就最容易成功 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v>","text":"今天又把李想的“听我讲完”温习一遍,。很好。李想是我最崇拜的80后企业家之一。不超过3个哈。当时的他真的是充满了理想啊,这种人就最容易成功 $理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/dccb23258a1af7e003cf460a3f777ad9","width":"500","height":"749"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/277071827918920","isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569184233712963","authorId":"3569184233712963","name":"黑玛丽","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"content":"我崇拜马斯克 任正非","text":"我崇拜马斯克 任正非","html":"我崇拜马斯克 任正非"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295920762081440,"gmtCreate":1713255301701,"gmtModify":1713255514377,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>阿里巴巴之所以市值败给腾讯,是因为阿里巴巴的控制欲太强,每次收购一家公司都想着控制对方,将创始团队逼走,自己安排阿里巴巴内部嫡系员工去打理公司。当年收购饿了么,直接把创始人张旭豪逼走,给了张旭豪95亿美元,阿里巴巴开始将自己员工入住饿了么,外行管内行,结果饿了么不敌美团。当年收购UC浏览器,花了43亿美元直接给了何小鹏,何小鹏拿着这笔去创办了小鹏汽车,后来UC浏览器被阿里巴巴搞的半死不活。还有天天动听,虾米音乐,优酷视频,土豆视频,苏宁易购等等,基本上被阿里巴巴搞的一团糟,阿里巴巴是投资一家公司,亏损一家公司,俗称公司的终结者。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>阿里巴巴之所以市值败给腾讯,是因为阿里巴巴的控制欲太强,每次收购一家公司都想着控制对方,将创始团队逼走,自己安排阿里巴巴内部嫡系员工去打理公司。当年收购饿了么,直接把创始人张旭豪逼走,给了张旭豪95亿美元,阿里巴巴开始将自己员工入住饿了么,外行管内行,结果饿了么不敌美团。当年收购UC浏览器,花了43亿美元直接给了何小鹏,何小鹏拿着这笔去创办了小鹏汽车,后来UC浏览器被阿里巴巴搞的半死不活。还有天天动听,虾米音乐,优酷视频,土豆视频,苏宁易购等等,基本上被阿里巴巴搞的一团糟,阿里巴巴是投资一家公司,亏损一家公司,俗称公司的终结者。","text":"$阿里巴巴(BABA)$ 阿里巴巴之所以市值败给腾讯,是因为阿里巴巴的控制欲太强,每次收购一家公司都想着控制对方,将创始团队逼走,自己安排阿里巴巴内部嫡系员工去打理公司。当年收购饿了么,直接把创始人张旭豪逼走,给了张旭豪95亿美元,阿里巴巴开始将自己员工入住饿了么,外行管内行,结果饿了么不敌美团。当年收购UC浏览器,花了43亿美元直接给了何小鹏,何小鹏拿着这笔去创办了小鹏汽车,后来UC浏览器被阿里巴巴搞的半死不活。还有天天动听,虾米音乐,优酷视频,土豆视频,苏宁易购等等,基本上被阿里巴巴搞的一团糟,阿里巴巴是投资一家公司,亏损一家公司,俗称公司的终结者。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295920762081440","isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294169628000432,"gmtCreate":1712823718442,"gmtModify":1712823737388,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","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>CPI向上,通涨向上,消费降级,利好拼多多!CPI向下,减息机会大增,利好股市,拼多多大升!无论怎样,拼多多都会上涨的啦!","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>CPI向上,通涨向上,消费降级,利好拼多多!CPI向下,减息机会大增,利好股市,拼多多大升!无论怎样,拼多多都会上涨的啦!","text":"$拼多多(PDD)$ CPI向上,通涨向上,消费降级,利好拼多多!CPI向下,减息机会大增,利好股市,拼多多大升!无论怎样,拼多多都会上涨的啦!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/294169628000432","isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263632373178408,"gmtCreate":1705394303556,"gmtModify":1705394306109,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"华为问界的M7起死回生和M9的设计证明在外形内饰设计+沙发彩电冰箱上超越理想汽车不难,M9已经是强化版青出于蓝而胜于蓝的理想Lx,这一块的市场已经得到验证,再想分蛋糕就难了 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v 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