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小小吹个牛皮
小小吹个牛皮
·
13:33
$文远知行-W(00800)$
我觉得明年是看运营效率的一年,谁输谁赢基本定型了
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68
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小小吹个牛皮
小小吹个牛皮
·
12-08 09:54
$文远知行-W(00800)$
推进自动驾驶测试还在持续推进,但行业普遍面临成本高、落地慢的现实
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82
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1
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小小吹个牛皮
小小吹个牛皮
·
12-05
$文远知行-W(00800)$
从公开资料看,商业化规模和营收端还未进入快速放大阶段
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181
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1
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小小吹个牛皮
小小吹个牛皮
·
12-04
$文远知行-W(00800)$
技术先行是必要条件,但不是充分条件,逻辑要建立在付费用户率与单车边际盈利的数据能持续改善之上,否则很难长期化。
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483
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1
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1
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小小吹个牛皮
小小吹个牛皮
·
12-03
$文远知行-W(00800)$
技术 + 测试 ≠ 盈利,还要看落地速度与成本控制,因此该股更适合观察,不适合重仓。
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173
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1
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小小吹个牛皮
小小吹个牛皮
·
12-02
$文远知行-W(00800)$
现在市场情绪对长周期公司一般都偏谨慎
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128
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1
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小小吹个牛皮
小小吹个牛皮
·
12-01
$文远知行-W(00800)$
文远的示范运营要做出持续付费用户,这才是商业化的重要信号
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73
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2
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小小吹个牛皮
小小吹个牛皮
·
11-28
$文远知行-W(00800)$
盈利模型尚未完全公开
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215
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1
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小小吹个牛皮
小小吹个牛皮
·
11-27
$文远知行-W(00800)$
示范多了未必盈利,但示范是基础,拐点要看付费比例。
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180
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1
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小小吹个牛皮
小小吹个牛皮
·
11-26
$文远知行-W(00800)$
实力还是可以的,文远在自动驾驶行业的技术实力被多家媒体提及。但技术只是第一步,营收与乘客商业化才是决定真正价值的关键。
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534
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href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$</a>现在市场情绪对长周期公司一般都偏谨慎","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$</a>现在市场情绪对长周期公司一般都偏谨慎","text":"$文远知行-W(00800)$现在市场情绪对长周期公司一般都偏谨慎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506323977278552","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506163876340192,"gmtCreate":1764555432577,"gmtModify":1764555434665,"author":{"id":"4220185201474880","authorId":"4220185201474880","name":"小小吹个牛皮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220185201474880","idStr":"4220185201474880"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$</a>文远的示范运营要做出持续付费用户,这才是商业化的重要信号","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$</a>文远的示范运营要做出持续付费用户,这才是商业化的重要信号","text":"$文远知行-W(00800)$文远的示范运营要做出持续付费用户,这才是商业化的重要信号","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506163876340192","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504967201398928,"gmtCreate":1764301932756,"gmtModify":1764301934851,"author":{"id":"4220185201474880","authorId":"4220185201474880","name":"小小吹个牛皮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220185201474880","idStr":"4220185201474880"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$</a>盈利模型尚未完全公开","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$</a>盈利模型尚未完全公开","text":"$文远知行-W(00800)$盈利模型尚未完全公开","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504967201398928","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504547098214856,"gmtCreate":1764208742428,"gmtModify":1764208744451,"author":{"id":"4220185201474880","authorId":"4220185201474880","name":"小小吹个牛皮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220185201474880","idStr":"4220185201474880"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$</a>示范多了未必盈利,但示范是基础,拐点要看付费比例。","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$</a>示范多了未必盈利,但示范是基础,拐点要看付费比例。","text":"$文远知行-W(00800)$示范多了未必盈利,但示范是基础,拐点要看付费比例。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504547098214856","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504164828889920,"gmtCreate":1764121520051,"gmtModify":1764121522191,"author":{"id":"4220185201474880","authorId":"4220185201474880","name":"小小吹个牛皮","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220185201474880","idStr":"4220185201474880"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$</a>实力还是可以的,文远在自动驾驶行业的技术实力被多家媒体提及。但技术只是第一步,营收与乘客商业化才是决定真正价值的关键。","listText":"<a href=\"https://laohu8.com/S/00800\">$文远知行-W(00800)$</a>实力还是可以的,文远在自动驾驶行业的技术实力被多家媒体提及。但技术只是第一步,营收与乘客商业化才是决定真正价值的关键。","text":"$文远知行-W(00800)$实力还是可以的,文远在自动驾驶行业的技术实力被多家媒体提及。但技术只是第一步,营收与乘客商业化才是决定真正价值的关键。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504164828889920","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}