理想，跑出！有机会向头部比亚迪、特斯拉发起冲击吗？_老虎社区_美港股上老虎 - 老虎社区

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理想，跑出！有机会向头部比亚迪、特斯拉发起冲击吗？

说财经
2023-05-11

美通胀继续回落，但是减息？

理想如果看过我们之前的新能源汽车专题，你会看到我们有非常强的信心，但是真的看到新的SUV大卖，到市场有稳定的数据输出，以及对股价展开支持，差不多升浪是从去年11月开始跟随港股展开的，而反观其他同业，只能用惨不忍睹来形容，所以这个蓝海已经有跑出的人物了！

今天的要点还有：

美CPI看到减息机会有多少？

巴菲特的逻辑最近特别盛行，但是?

0:00 节目开始

0:37 理想汽车(2015)出马，一个比俩？ $理想汽车-W(02015)$

小鹏汽车(9868)、蔚来们比下去 $小鹏汽车-W(09868)$

7:18 巴菲特对比亚迪(1211)的影响力已经不大了吗? $比亚迪股份(01211)$

8:35 特斯拉为什么这么弱？微软(MSFT)、亚马逊（amzn）不香吗？ $微软(MSFT)$ $亚马逊(AMZN)$

12:04 CPI、核心CPI来看，今年减息，未必？

15:42 新能源汽车再次崛起？赣锋锂业(1772)、宁德时代（300750）

18:20 中特估，再接再厉？券商、银行股的炒上因为投资？港交所(0388)

22:01 巴菲特苹果(AAPL)、可口可乐（KO）们的思路，更适合这个市场？

# 巴菲特股东大会释放了哪些投资信号？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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tiger迷
·2023-05-11
反正我看蔚来好像是不太行了。。
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每天涨停板敢死队
·2023-05-11
特斯拉很弱吗？为什么你要这么说
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焦糖布丁11
·2023-05-11
理想的销量都刷新纪录了
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点金圣手11
·2023-05-11
不能急躁，先继续观望下
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一个人发呆
·2023-05-11
理想还有一段距离才能赶上吧
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学思践悟
·2023-05-11
无关
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