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我就不要5000万美元Taoist Deity
我就不要5000万美元💵
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我就不要5000万美元Taoist Deity
我就不要5000万美元Taoist Deity
·
05-29 15:58
$美光科技(MU)$
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我就不要5000万美元Taoist Deity
我就不要5000万美元Taoist Deity
·
04-16
$Robinhood(HOOD)$
感谢佛祖🙏
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我就不要5000万美元Taoist Deity
我就不要5000万美元Taoist Deity
·
04-10
$Circle Internet Corp.(CRCL)$
能不能跌到50？
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2
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我就不要5000万美元Taoist Deity
我就不要5000万美元Taoist Deity
·
01-30
$Desktop Metal Inc(DM)$
从王老师变老王，从心中的神坛，变成也不过如此
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2,305
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2
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我就不要5000万美元Taoist Deity
我就不要5000万美元Taoist Deity
·
2025-10-03
我也是
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我就不要5000万美元Taoist Deity
我就不要5000万美元Taoist Deity
·
2025-08-22
$Roblox Corporation(RBLX)$
有人说话吗？
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2
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我就不要5000万美元Taoist Deity
我就不要5000万美元Taoist Deity
·
2025-06-28
$Desktop Metal Inc(DM)$
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我就不要5000万美元Taoist Deity
我就不要5000万美元Taoist Deity
·
2025-06-28
$Desktop Metal Inc(DM)$
我去
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我就不要5000万美元Taoist Deity
我就不要5000万美元Taoist Deity
·
2023-08-14
不涨一直跌，啥原因
财报季 | 宁德时代，电车储能双第一，国内外通杀，风靡全球男女老少
而至少从目前来看，宁德时代是吃到了这波红利的，在全球市占第一的情况下，依然保持了翻倍增长。境外收入占比，也是接近翻倍了只能说，宁德时代的这份答卷，就真的做到了：国内外通杀，风靡全球男女老少。不过至少现在，宁德时代的这份报表忧虑不大，更多的是优秀。
财报季 | 宁德时代，电车储能双第一，国内外通杀，风靡全球男女老少
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我就不要5000万美元Taoist Deity
我就不要5000万美元Taoist Deity
·
2023-06-14
说的很大，但是不细。没用。老黄发现用GPU训练人工智能比CPU更符合算法，CPU处理复杂的事，GPU善于做简单但是繁重的工作。符合人工智能的特点，也就是弱人工智能比人强的特点，然后收取很少费用让高校专门做研究用，让人们觉得确实比英特尔的好用，之后才普及开。到了人工智能时代就起飞了，现在还有虚拟现实工厂，都是老黄在元宇宙来之前埋的种子，
非常抱歉，此主贴已删除
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","text":"$Desktop Metal Inc(DM)$","images":[{"img":"https://static.tigerbbs.com/187ce1e4e2e8925e3186b0e2a7a4940a","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/450757461353336","isVote":1,"tweetType":1,"viewCount":4942,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103012405740810","authorId":"4103012405740810","name":"我就不要5000万美元Taoist Deity","avatar":"https://static.tigerbbs.com/8aa9ba5dd1e4e1f2bd15226aa249ab64","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4103012405740810","idStr":"4103012405740810"},"content":"纪念王煜全，","text":"纪念王煜全，","html":"纪念王煜全，"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":450759380759192,"gmtCreate":1751074288525,"gmtModify":1751074290679,"author":{"id":"4103012405740810","authorId":"4103012405740810","name":"我就不要5000万美元Taoist 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Deity","avatar":"https://static.tigerbbs.com/8aa9ba5dd1e4e1f2bd15226aa249ab64","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103012405740810","idStr":"4103012405740810"},"themes":[],"title":"","htmlText":"不涨一直跌，啥原因","listText":"不涨一直跌，啥原因","text":"不涨一直跌，啥原因","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/208711063711976","repostId":"2354562723","repostType":2,"repost":{"id":"2354562723","kind":"news","pubTimestamp":1690434840,"share":"https://www.laohu8.com/m/news/2354562723?lang=zh_CN&edition=full","pubTime":"2023-07-27 13:14","market":"fut","language":"zh","title":"财报季 | 宁德时代，电车储能双第一，国内外通杀，风靡全球男女老少","url":"https://stock-news.laohu8.com/highlight/detail?id=2354562723","media":"同花顺","summary":"而至少从目前来看，宁德时代是吃到了这波红利的，在全球市占第一的情况下，依然保持了翻倍增长。境外收入占比，也是接近翻倍了只能说，宁德时代的这份答卷，就真的做到了：国内外通杀，风靡全球男女老少。不过至少现在，宁德时代的这份报表忧虑不大，更多的是优秀。","content":"<html><body><div>\n<p cms-style=\"font-L\">一个指数能不能涨，要看权重股涨不涨，而创业板的权重，经历过很多变动</p><p cms-style=\"font-L\">曾经的创业板，是猪创板，主要看<span><a href=\"https://laohu8.com/S/300498\">温氏股份</a></span><span></span>涨不涨，而后随着<span><a href=\"https://laohu8.com/S/300750\">宁德时代</a></span><span></span>上市，变成了电池创业板，涨不涨主要看宁德时代，直到现在也是如此。（下方图片来源于<span><a href=\"https://laohu8.com/S/300033\">同花顺</a></span><span></span>问财，查看详情）</p><div><img src=\"http://n.sinaimg.cn/spider20230727/322/w728h394/20230727/97aa-57500bb42fdab7a440ca0eae4ae9903c.png\"/><span></span></div><p cms-style=\"font-L\">所以，宁德时代的这份半年报，很重要，尤其是，新能源板块目前是所有行业内，为数不多增长确定性最高的行业，而宁德时代的这份半年报，也确实没有出幺蛾子，非常亮眼。</p><div><img src=\"http://n.sinaimg.cn/spider20230727/266/w670h396/20230727/7cf0-2e3e8c3d0fb8c4ab119e29ffdb90e071.png\"/><span></span></div><p cms-style=\"font-L\">首先，扣非归母净利润同比148%，什么概念呢？</p><p cms-style=\"font-L\">去年赚了70亿，今年赚了175亿，炸裂。净利润如果说涨了，但是现金流没有增加，那么可能会是有订单没现金，但是同时，经营现金流竟然也增长了98%</p><p cms-style=\"font-L\">这就说明了，不单单有订单，还收得到现金，基本上就是个卖方市场格局了，换句话说就是：我宁德时代的规矩就是规矩！</p><p cms-style=\"font-L\">看完简单的数据，我们再继续看报表</p><p cms-style=\"font-L\">其中生产数据，是市场比较关注的点</p><div><img src=\"http://n.sinaimg.cn/spider20230727/53/w667h186/20230727/ae63-c0b9b582b0ed770c8d85fc9e4d64a730.png\"/><span></span></div><p cms-style=\"font-L\">其中最亮眼的，还不是动力电池，其实这份报表，最令我眼前一亮的，是储能业务。</p><p cms-style=\"font-L\">一直以来新能源行业，其实是有一个比较明确的短板的：电能的储存。</p><p cms-style=\"font-L\">首先我们的发电，主要依靠几种方式：火电，水电，风电，光电，以及核电。</p><p cms-style=\"font-L\">火电是相对比较好调控的，因此也是我们最主要的发电方式之一，而其他各种方式，都有储能的问题，电在电网中，是需要传输消纳的，没有储能的情况下，就需要你发多少电就用多少电，实在用不了的只能浪费。原本呢，用电需求只是工业用电民间用电啥的，就还好，还能调控，如今风光电占比增加，同时车用电也不短扩大占比，那么自然储能的需求就很大了，不然你的电网撑不住</p><p cms-style=\"font-L\">在此基础上，储能的大幅发展，几乎是必然的，但是谁能吃到这个份额，才是重点。</p><div><img src=\"http://n.sinaimg.cn/spider20230727/87/w696h191/20230727/e7de-eccb6439d9084b7550c79954ffefe7f7.png\"/><span></span></div><p cms-style=\"font-L\">而至少从目前来看，宁德时代是吃到了这波红利的，在全球市占第一的情况下，依然保持了翻倍增长。</p><p cms-style=\"font-L\">并且，并不单纯的窝里横，而是全球通杀。</p><div><img src=\"http://n.sinaimg.cn/spider20230727/513/w944h369/20230727/3ee1-15d9e037c208e6cc13eb61674e91d44e.png\"/><span></span></div><div><img src=\"http://n.sinaimg.cn/spider20230727/536/w998h338/20230727/e9e7-709d4f0decf995f1f2ee43ce7774fe34.png\"/><span></span></div><p cms-style=\"font-L\">境外收入占比，也是接近翻倍了</p><p cms-style=\"font-L\">只能说，宁德时代的这份答卷，就真的做到了：国内外通杀，风靡全球男女老少。</p><p cms-style=\"font-L\">并且也没有说故步自封。研发费用上升也是杠杠的</p><div><img src=\"http://n.sinaimg.cn/spider20230727/167/w907h60/20230727/6900-b5dc71e668c712cfb3290cb93f350eb0.png\"/><span></span></div><p cms-style=\"font-L\">那有没有忧虑呢？</p><p cms-style=\"font-L\">有的，来自原材料与<span><a href=\"https://laohu8.com/S/002594\">比亚迪</a></span><span></span>。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">先说原材料</font></p><p cms-style=\"font-L\">最主要的原材料问题，是碳酸锂<font cms-style=\"font-L strong-Bold\"></font></p><p cms-style=\"font-L\">碳酸锂的价格已经从最高价60万左右跌到现在20万一吨，疯狂增厚了宁德时代的利润</p><p cms-style=\"font-L\">但是，上游的材料降价，始终还是会传导的，如果后续随着碳酸锂价格的回暖，这部分成本是有可能增加的。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">其次，就是比亚迪了</font></p><p cms-style=\"font-L\">不得不说，比亚迪相比于宁德时代，优势在于确实下场做车，上游电池电芯电控，下游零配件，终端车，都是比亚迪自己内部循环，把控程度很好，也不需要看别人眼色，增长率也非常夸张。<font cms-style=\"font-L strong-Bold\"></font></p><p cms-style=\"font-L\">虽然目前新能源行业的渗透率还在上升，因此他们的正面对抗还不明显，但是随着渗透率的进一步提升，他们的正面对抗就会逐步增加，并且刀片电池，其实也是对宁德时代造成了不少挑战的。</p><p cms-style=\"font-L\">不过至少现在，宁德时代的这份报表忧虑不大，更多的是优秀。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">对比目前宁德时代的动态市盈率，24.4倍，这个位置怎么看都不算贵。</font></p>\n<div>\n<span>现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报季 | 宁德时代，电车储能双第一，国内外通杀，风靡全球男女老少</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报季 | 宁德时代，电车储能双第一，国内外通杀，风靡全球男女老少\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-27 13:14 北京时间 <a href=https://finance.sina.com.cn/stock/relnews/cn/2023-07-27/doc-imzeaywv7554847.shtml><strong>同花顺</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一个指数能不能涨，要看权重股涨不涨，而创业板的权重，经历过很多变动曾经的创业板，是猪创板，主要看温氏股份涨不涨，而后随着宁德时代上市，变成了电池创业板，涨不涨主要看宁德时代，直到现在也是如此。（下方图片来源于同花顺问财，查看详情）所以，宁德时代的这份半年报，很重要，尤其是，新能源板块目前是所有行业内，为数不多增长确定性最高的行业，而宁德时代的这份半年报，也确实没有出幺蛾子，非常亮眼。首先，扣非归母...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2023-07-27/doc-imzeaywv7554847.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300750":"宁德时代","JKS":"晶科能源"},"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2023-07-27/doc-imzeaywv7554847.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2354562723","content_text":"一个指数能不能涨，要看权重股涨不涨，而创业板的权重，经历过很多变动曾经的创业板，是猪创板，主要看温氏股份涨不涨，而后随着宁德时代上市，变成了电池创业板，涨不涨主要看宁德时代，直到现在也是如此。（下方图片来源于同花顺问财，查看详情）所以，宁德时代的这份半年报，很重要，尤其是，新能源板块目前是所有行业内，为数不多增长确定性最高的行业，而宁德时代的这份半年报，也确实没有出幺蛾子，非常亮眼。首先，扣非归母净利润同比148%，什么概念呢？去年赚了70亿，今年赚了175亿，炸裂。净利润如果说涨了，但是现金流没有增加，那么可能会是有订单没现金，但是同时，经营现金流竟然也增长了98%这就说明了，不单单有订单，还收得到现金，基本上就是个卖方市场格局了，换句话说就是：我宁德时代的规矩就是规矩！看完简单的数据，我们再继续看报表其中生产数据，是市场比较关注的点其中最亮眼的，还不是动力电池，其实这份报表，最令我眼前一亮的，是储能业务。一直以来新能源行业，其实是有一个比较明确的短板的：电能的储存。首先我们的发电，主要依靠几种方式：火电，水电，风电，光电，以及核电。火电是相对比较好调控的，因此也是我们最主要的发电方式之一，而其他各种方式，都有储能的问题，电在电网中，是需要传输消纳的，没有储能的情况下，就需要你发多少电就用多少电，实在用不了的只能浪费。原本呢，用电需求只是工业用电民间用电啥的，就还好，还能调控，如今风光电占比增加，同时车用电也不短扩大占比，那么自然储能的需求就很大了，不然你的电网撑不住在此基础上，储能的大幅发展，几乎是必然的，但是谁能吃到这个份额，才是重点。而至少从目前来看，宁德时代是吃到了这波红利的，在全球市占第一的情况下，依然保持了翻倍增长。并且，并不单纯的窝里横，而是全球通杀。境外收入占比，也是接近翻倍了只能说，宁德时代的这份答卷，就真的做到了：国内外通杀，风靡全球男女老少。并且也没有说故步自封。研发费用上升也是杠杠的那有没有忧虑呢？有的，来自原材料与比亚迪。先说原材料最主要的原材料问题，是碳酸锂碳酸锂的价格已经从最高价60万左右跌到现在20万一吨，疯狂增厚了宁德时代的利润但是，上游的材料降价，始终还是会传导的，如果后续随着碳酸锂价格的回暖，这部分成本是有可能增加的。其次，就是比亚迪了不得不说，比亚迪相比于宁德时代，优势在于确实下场做车，上游电池电芯电控，下游零配件，终端车，都是比亚迪自己内部循环，把控程度很好，也不需要看别人眼色，增长率也非常夸张。虽然目前新能源行业的渗透率还在上升，因此他们的正面对抗还不明显，但是随着渗透率的进一步提升，他们的正面对抗就会逐步增加，并且刀片电池，其实也是对宁德时代造成了不少挑战的。不过至少现在，宁德时代的这份报表忧虑不大，更多的是优秀。对比目前宁德时代的动态市盈率，24.4倍，这个位置怎么看都不算贵。\n\n现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"300750":1,"JKS":1}},"isVote":1,"tweetType":1,"viewCount":5891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187168833925280,"gmtCreate":1686719473433,"gmtModify":1686719475696,"author":{"id":"4103012405740810","authorId":"4103012405740810","name":"我就不要5000万美元Taoist Deity","avatar":"https://static.tigerbbs.com/8aa9ba5dd1e4e1f2bd15226aa249ab64","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103012405740810","idStr":"4103012405740810"},"themes":[],"title":"","htmlText":"说的很大，但是不细。没用。老黄发现用GPU训练人工智能比CPU更符合算法，CPU处理复杂的事，GPU善于做简单但是繁重的工作。符合人工智能的特点，也就是弱人工智能比人强的特点，然后收取很少费用让高校专门做研究用，让人们觉得确实比英特尔的好用，之后才普及开。到了人工智能时代就起飞了，现在还有虚拟现实工厂，都是老黄在元宇宙来之前埋的种子，","listText":"说的很大，但是不细。没用。老黄发现用GPU训练人工智能比CPU更符合算法，CPU处理复杂的事，GPU善于做简单但是繁重的工作。符合人工智能的特点，也就是弱人工智能比人强的特点，然后收取很少费用让高校专门做研究用，让人们觉得确实比英特尔的好用，之后才普及开。到了人工智能时代就起飞了，现在还有虚拟现实工厂，都是老黄在元宇宙来之前埋的种子，","text":"说的很大，但是不细。没用。老黄发现用GPU训练人工智能比CPU更符合算法，CPU处理复杂的事，GPU善于做简单但是繁重的工作。符合人工智能的特点，也就是弱人工智能比人强的特点，然后收取很少费用让高校专门做研究用，让人们觉得确实比英特尔的好用，之后才普及开。到了人工智能时代就起飞了，现在还有虚拟现实工厂，都是老黄在元宇宙来之前埋的种子，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187168833925280","repostId":"1136875021","repostType":2,"isVote":1,"tweetType":1,"viewCount":5349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
