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静水流深kkk
金融小白/计算机硕士
IP属地:广东
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静水流深kkk
静水流深kkk
·
2022-02-24
销量不看售价吗?蔚来平均45万,其他车才多少钱?
非常抱歉,此主贴已删除
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2
编组 21备份 2
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静水流深kkk
静水流深kkk
·
2021-11-01
$逸仙电商(YSG)$
这是破产节奏吗?
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4,342
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1
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3
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静水流深kkk
静水流深kkk
·
2021-10-14
有一说一,老虎注册后,各种股票推荐打电话过来。
非常抱歉,此主贴已删除
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6
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2
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静水流深kkk
静水流深kkk
·
2021-08-28
看净利润,分红,真不算股王,制造业的商业模式10年,20年都只能带来微乎其微的分红。制造业不适合长期投资。
非常抱歉,此主贴已删除
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4
编组 21备份 2
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静水流深kkk
静水流深kkk
·
2021-08-21
$好未来(TAL)$
已经赚刀了,站着把钱挣了。顺便让美国佬的小孩卷起来,铺开全美,不补课上不了名校。
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5,815
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2
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1
编组 21备份 2
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静水流深kkk
静水流深kkk
·
2021-08-19
$滴滴(DIDI)$
抽成比例降低没问题,你能不能快点放我上架
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4,561
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1
编组 21备份 2
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静水流深kkk
静水流深kkk
·
2021-08-18
$唯品会(VIPS)$
趁着利好出货,外资已经彻底放弃中概股了
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5,602
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1
编组 21备份 2
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静水流深kkk
静水流深kkk
·
2021-08-18
$腾讯音乐(TME)$
估值重构,真tm伤
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4,176
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6
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静水流深kkk
静水流深kkk
·
2021-08-14
$滴滴(DIDI)$
这波抄底滴滴,亏麻了,感觉只跌四个点还挺高兴的[捂脸] ,躺平
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9
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静水流深kkk
静水流深kkk
·
2021-07-26
$腾讯音乐(TME)$
三跟阳线可以改变大家的信仰。
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电子业是景气循环的,台积电做代工相对周期不那么明显,如果是做内存、功率器件或者液晶显示之类的,这些公司应该被视为跟化工一样的重资产周期股,用市净率估值。","text":"台积电00年税后净利润651亿台币,20年税收净利润5179亿台币,20年增长8倍,是晶圆代工龙头了。如果20年前买的是晶圆双雄的联电,那年化收益恐怕也就3%。信息技术越发展,属于软件的部分占比越大,硬件占比从70年代至今基本上是不断下滑的。 电子业是景气循环的,台积电做代工相对周期不那么明显,如果是做内存、功率器件或者液晶显示之类的,这些公司应该被视为跟化工一样的重资产周期股,用市净率估值。","html":"台积电00年税后净利润651亿台币,20年税收净利润5179亿台币,20年增长8倍,是晶圆代工龙头了。如果20年前买的是晶圆双雄的联电,那年化收益恐怕也就3%。信息技术越发展,属于软件的部分占比越大,硬件占比从70年代至今基本上是不断下滑的。 电子业是景气循环的,台积电做代工相对周期不那么明显,如果是做内存、功率器件或者液晶显示之类的,这些公司应该被视为跟化工一样的重资产周期股,用市净率估值。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836689006,"gmtCreate":1629475636405,"gmtModify":1629475636405,"author":{"id":"3513498855058562","authorId":"3513498855058562","name":"静水流深kkk","avatar":"https://static.tigerbbs.com/30b644c79526908bc0a40a5cd89a6a67","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513498855058562","authorIdStr":"3513498855058562"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>已经赚刀了,站着把钱挣了。顺便让美国佬的小孩卷起来,铺开全美,不补课上不了名校。","text":"$好未来(TAL)$已经赚刀了,站着把钱挣了。顺便让美国佬的小孩卷起来,铺开全美,不补课上不了名校。","images":[{"img":"https://static.tigerbbs.com/e1df4fd74e5767227ce8a47fba56c226","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/836689006","isVote":1,"tweetType":1,"viewCount":5815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":831877163,"gmtCreate":1629305256752,"gmtModify":1629305256752,"author":{"id":"3513498855058562","authorId":"3513498855058562","name":"静水流深kkk","avatar":"https://static.tigerbbs.com/30b644c79526908bc0a40a5cd89a6a67","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513498855058562","authorIdStr":"3513498855058562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>抽成比例降低没问题,你能不能快点放我上架","listText":"<a 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