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韭韭那个艳阳天啦哎嗬哟
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韭韭那个艳阳天啦哎嗬哟
韭韭那个艳阳天啦哎嗬哟
·
01-31 12:09
特地留帖来感谢大佬。盘前AUG已经跌了25%，开盘后在$275附近买了几手AUG近期的put, 半夜醒来AUG已经跌了六十几，吓死人了。还好几手put给对冲了，不错的点位果断给卖了整体还有不错的盈利。中远期的call没买。但是AUG还留着没清仓先留着，如果后期能回调又是利润了啦。
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韭韭那个艳阳天啦哎嗬哟
韭韭那个艳阳天啦哎嗬哟
·
2025-05-27
$高途(GOTU)$
与国家游泳队签约合作，拉总能涨点吗？[财迷]
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1,109
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4
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韭韭那个艳阳天啦哎嗬哟
韭韭那个艳阳天啦哎嗬哟
·
2025-04-03
$小米集团-W(01810)$
个人认为关税战也有利好，至少美市的资金避险有一部分外溢到港股，另外越是市场艰难，越是需要小米这样的公司发展，至少从ZF的角度来看，也需要这一众企业带动国内和其他海外市场(美国以外的市场也不小)，只要此次事故最近能够处理好，股票肯定反弹.
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韭韭那个艳阳天啦哎嗬哟
韭韭那个艳阳天啦哎嗬哟
·
2025-03-31
24年的老新闻还拿出来炒，空头真的是LJ啊
美的集团清仓小米股票：十年盟友变对手，从资本联姻到业务竞争，家电与科技巨头的“分道扬镳”
2025年3月28日，美的集团发布的2024年年报显示，公司已彻底清仓所持小米集团股票，结束了双方近十年的资本纽带。美的对小米的投资被定义为“财务投资”，随着小米上市后股价累计涨幅超200%，清仓也属正常资本退出。美的清仓小米，既是财务投资的圆满退出，亦是业务战略的主动切割。未来，两者在汽车、智能家居等领域的较量，或将重新定义中国制造的边界与可能性。
美的集团清仓小米股票：十年盟友变对手，从资本联姻到业务竞争，家电与科技巨头的“分道扬镳”
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韭韭那个艳阳天啦哎嗬哟
韭韭那个艳阳天啦哎嗬哟
·
2025-03-11
$小米集团-W(01810)$
这个表现很不错了，确实没有理由下跌 。
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韭韭那个艳阳天啦哎嗬哟
韭韭那个艳阳天啦哎嗬哟
·
2023-12-19
$高途(GOTU)$
3天涨了两百多万粉丝，这两天看了高途佳品的直播间，里面的主播和品都还是不错的。 在这次小作文风波前，高途的股价2.5-3左右，考虑到最近几天直播间的流量曝光，以及直播间从三五十的在线，到目前稳定4000以上的在线人数，以及Larry一直以来做直播的决心，个人长期看好。 这次甄选能够度过危机，除了DYH的回归和对老东家的支持, 其他主播的表现也是比较稳定的，加上近两年打造的自营品和成熟的供应链，短期内在直播界的头部位置难以撼动。 不过直播市场的蛋糕那么大，不影响
$高途(GOTU)$
佳品和
$好未来(TAL)$
学而思优品两个直播间的发展，况且这两个直播间目前体量还很小，上升空间较大。
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韭韭那个艳阳天啦哎嗬哟
韭韭那个艳阳天啦哎嗬哟
·
2023-12-14
$高途(GOTU)$
直播间破13万了 看来10元轻轻松松了
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韭韭那个艳阳天啦哎嗬哟
韭韭那个艳阳天啦哎嗬哟
·
2023-12-12
$高途(GOTU)$
祝贺高途佳品，这波流量要接住啊，要起飞了[爱你]
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韭韭那个艳阳天啦哎嗬哟
韭韭那个艳阳天啦哎嗬哟
·
2020-12-19
$瑞幸咖啡(LKNCY)$
走了走了
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半夜醒来AUG已经跌了六十几，吓死人了。还好几手put给对冲了，不错的点位果断给卖了整体还有不错的盈利。中远期的call没买。但是AUG还留着没清仓先留着，如果后期能回调又是利润了啦。","images":[{"img":"https://static.tigerbbs.com/2d66a9039d8a2bc87e8132ae3b63d7e3"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527612370822336","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":439565760807112,"gmtCreate":1748334279013,"gmtModify":1748334407558,"author":{"id":"3554377550407531","authorId":"3554377550407531","name":"韭韭那个艳阳天啦哎嗬哟","avatar":"https://static.tigerbbs.com/2b6a744cbf1473e6bf1607cfeae2c012","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554377550407531","authorIdStr":"3554377550407531"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ </a> 与国家游泳队签约合作，拉总能涨点吗？[财迷] ","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ </a> 与国家游泳队签约合作，拉总能涨点吗？[财迷] ","text":"$高途(GOTU)$ 与国家游泳队签约合作，拉总能涨点吗？[财迷]","images":[{"img":"https://static.tigerbbs.com/b62a0d18007f6a9fc6f5c1238d4f083f","width":"1620","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439565760807112","isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":420310637761096,"gmtCreate":1743645645980,"gmtModify":1743647145428,"author":{"id":"3554377550407531","authorId":"3554377550407531","name":"韭韭那个艳阳天啦哎嗬哟","avatar":"https://static.tigerbbs.com/2b6a744cbf1473e6bf1607cfeae2c012","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554377550407531","authorIdStr":"3554377550407531"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>个人认为关税战也有利好，至少美市的资金避险有一部分外溢到港股，另外越是市场艰难，越是需要小米这样的公司发展，至少从ZF的角度来看，也需要这一众企业带动国内和其他海外市场(美国以外的市场也不小)，只要此次事故最近能够处理好，股票肯定反弹.","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>个人认为关税战也有利好，至少美市的资金避险有一部分外溢到港股，另外越是市场艰难，越是需要小米这样的公司发展，至少从ZF的角度来看，也需要这一众企业带动国内和其他海外市场(美国以外的市场也不小)，只要此次事故最近能够处理好，股票肯定反弹.","text":"$小米集团-W(01810)$ 个人认为关税战也有利好，至少美市的资金避险有一部分外溢到港股，另外越是市场艰难，越是需要小米这样的公司发展，至少从ZF的角度来看，也需要这一众企业带动国内和其他海外市场(美国以外的市场也不小)，只要此次事故最近能够处理好，股票肯定反弹.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/420310637761096","isVote":1,"tweetType":1,"viewCount":3775,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3453028654788838","authorId":"3453028654788838","name":"美股零零七","avatar":"https://static.tigerbbs.com/4bf466fe6527dbebb7ecb1cfb6eb078b","crmLevel":4,"crmLevelSwitch":0,"idStr":"3453028654788838","authorIdStr":"3453028654788838"},"content":"小米会反弹，但还是靠我们自己买","text":"小米会反弹，但还是靠我们自己买","html":"小米会反弹，但还是靠我们自己买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419367434264704,"gmtCreate":1743416287277,"gmtModify":1743416589763,"author":{"id":"3554377550407531","authorId":"3554377550407531","name":"韭韭那个艳阳天啦哎嗬哟","avatar":"https://static.tigerbbs.com/2b6a744cbf1473e6bf1607cfeae2c012","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554377550407531","authorIdStr":"3554377550407531"},"themes":[],"htmlText":"24年的老新闻还拿出来炒，空头真的是LJ啊","listText":"24年的老新闻还拿出来炒，空头真的是LJ啊","text":"24年的老新闻还拿出来炒，空头真的是LJ啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419367434264704","repostId":"2523643918","repostType":2,"repost":{"id":"2523643918","kind":"news","pubTimestamp":1743412412,"share":"https://www.laohu8.com/m/news/2523643918?lang=zh_CN&edition=full","pubTime":"2025-03-31 17:13","market":"hk","language":"zh","title":"美的集团清仓小米股票：十年盟友变对手，从资本联姻到业务竞争，家电与科技巨头的“分道扬镳”","url":"https://stock-news.laohu8.com/highlight/detail?id=2523643918","media":"金融界","summary":"2025年3月28日，美的集团发布的2024年年报显示，公司已彻底清仓所持小米集团股票，结束了双方近十年的资本纽带。美的对小米的投资被定义为“财务投资”，随着小米上市后股价累计涨幅超200%，清仓也属正常资本退出。美的清仓小米，既是财务投资的圆满退出，亦是业务战略的主动切割。未来，两者在汽车、智能家居等领域的较量，或将重新定义中国制造的边界与可能性。","content":"<html><body><article><p>2025年3月28日，<a href=\"https://laohu8.com/S/000333\">美的集团</a>（000333.SZ）发布的2024年年报显示，公司已彻底清仓所持小米集团（01810.HK）股票，结束了双方近十年的资本纽带。这一动作引发市场广泛关注：曾经的战略盟友为何分道扬镳？背后折射出怎样的行业变局？</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250331171943015d2069nuqcztmsj8\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250331172002131d206j73cbkznj7i\"/><p><strong>减持历程：十年套现近20亿，精准踩点估值周期</strong></p><p><strong>2015年战略入股</strong>：美的以12.73亿元投资小米，彼时小米以手机业务为主，智能家居布局尚未成型，美的看重其互联网基因与生态链整合潜力。</p><p><strong>分阶段套现</strong>：2020年首次减持套现8.76亿元，2023年减持5918万元，2024年清仓套现超9亿元，累计获利近20亿元。</p><p><strong>估值高点退出</strong>：2024年小米股价攀升至34.95港元高位，美的选择此时清仓，实现财务收益最大化。</p><p>美的对小米的投资被定义为“财务投资”，随着小米上市后股价累计涨幅超200%，清仓也属正常资本退出。</p><p><strong>家电领域“短兵相接”</strong></p><p><strong>小米白电业务爆发</strong>：2024年小米空调出货量达680万台，冰箱、洗衣机分别增长30%、45%，直接冲击美的7000万台空调的市场份额。</p><p><strong>生态协同转向竞争</strong>：小米以高性价比和智能互联抢占年轻消费者，倒逼传统家电企业加速智能化转型。</p><p><strong>全球化扩张</strong>：美的2024年海外收入占比超40%，需资金支持越南工厂扩建及工业互联网研发，年报明确“退出非核心<span>股权投资</span>”。</p><p><strong>ToB</strong><strong>转型</strong>：加码新能源、自动化等ToB业务，年报提出“聚焦智能制造”，与小米的ToC生态形成差异化路径。</p><p><strong>未来展望：从“盟友”到“对手”的双向博弈</strong></p><p><strong>竞争领域延伸</strong>双方在智能家居、新能源汽车、全球化市场的重叠加剧，美的需在技术创新与成本控制间平衡，小米则面临生态协同与盈利能力的挑战。</p><p>美的清仓小米，既是财务投资的圆满退出，亦是业务战略的主动切割。这一决策折射出传统制造业与互联网科技企业在智能化浪潮下的竞合常态：资本纽带终将让位于市场逻辑，而行业变革的齿轮从未停转。未来，两者在汽车、智能家居等领域的较量，或将重新定义中国制造的边界与可能性。责任编辑：钟离</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-03-31 17:13 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025033117200894c7319a&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年3月28日，美的集团（000333.SZ）发布的2024年年报显示，公司已彻底清仓所持小米集团（01810.HK）股票，结束了双方近十年的资本纽带。这一动作引发市场广泛关注：曾经的战略盟友为何分道扬镳？背后折射出怎样的行业变局？减持历程：十年套现近20亿，精准踩点估值周期2015年战略入股：美的以12.73亿元投资小米，彼时小米以手机业务为主，智能家居布局尚未成型，美的看重其互联网基因与...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025033117200894c7319a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1502":"双十一","LU0823426480.USD":"法巴中国股票经典Dis","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","BK1589":"北水核心资产","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0823397285.USD":"BNP PARIBAS 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在这次小作文风波前，高途的股价2.5-3左右，考虑到最近几天直播间的流量曝光，以及直播间从三五十的在线，到目前稳定4000以上的在线人数，以及Larry一直以来做直播的决心，个人长期看好。 这次甄选能够度过危机，除了DYH的回归和对老东家的支持, 其他主播的表现也是比较稳定的，加上近两年打造的自营品和成熟的供应链，短期内在直播界的头部位置难以撼动。 不过直播市场的蛋糕那么大，不影响$高途(GOTU)$ 佳品和$好未来(TAL)$ 学而思优品两个直播间的发展，况且这两个直播间目前体量还很小，上升空间较大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/253795161137264","isVote":1,"tweetType":1,"viewCount":11648,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481002120000409","authorId":"3481002120000409","name":"Janey","avatar":"https://static.tigerbbs.com/100b3a4cf9b4437912b96b48448760cd","crmLevel":4,"crmLevelSwitch":0,"idStr":"3481002120000409","authorIdStr":"3481002120000409"},"content":"股价在这个位置没啥风险，接了波大流量后直播间现在流量持续的缓慢增长还是可以的，不定哪天突然爆发了呢 [开心]","text":"股价在这个位置没啥风险，接了波大流量后直播间现在流量持续的缓慢增长还是可以的，不定哪天突然爆发了呢 [开心]","html":"股价在这个位置没啥风险，接了波大流量后直播间现在流量持续的缓慢增长还是可以的，不定哪天突然爆发了呢 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看来10元轻轻松松了","images":[{"img":"https://static.tigerbbs.com/9518d5f088e1fbc77c64a951750cd570","width":"1220","height":"2700"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252085017723192","isVote":1,"tweetType":1,"viewCount":2579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":251298493792416,"gmtCreate":1702389461611,"gmtModify":1702390169010,"author":{"id":"3554377550407531","authorId":"3554377550407531","name":"韭韭那个艳阳天啦哎嗬哟","avatar":"https://static.tigerbbs.com/2b6a744cbf1473e6bf1607cfeae2c012","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554377550407531","authorIdStr":"3554377550407531"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ </a>祝贺高途佳品，这波流量要接住啊，要起飞了[爱你] ","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ </a>祝贺高途佳品，这波流量要接住啊，要起飞了[爱你] ","text":"$高途(GOTU)$ 祝贺高途佳品，这波流量要接住啊，要起飞了[爱你]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251298493792416","isVote":1,"tweetType":1,"viewCount":1962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397488956,"gmtCreate":1608308780775,"gmtModify":1703852447066,"author":{"id":"3554377550407531","authorId":"3554377550407531","name":"韭韭那个艳阳天啦哎嗬哟","avatar":"https://static.tigerbbs.com/2b6a744cbf1473e6bf1607cfeae2c012","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554377550407531","authorIdStr":"3554377550407531"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>走了走了","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>走了走了","text":"$瑞幸咖啡(LKNCY)$走了走了","images":[{"img":"https://static.tigerbbs.com/3f79214b6bfca74732be333aafa74a60","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397488956","isVote":1,"tweetType":1,"viewCount":2803,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}