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晨曦瑞景
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晨曦瑞景
12-18 23:11
$特斯拉(TSLA)$
谨慎啊,做空的都尸骨累累了
晨曦瑞景
11-11
看好的,
晨曦瑞景
11-06
$药明生物(02269)$
年底应该要抢一波单子了
晨曦瑞景
10-07
$老虎证券(TIGR)$
老虎证券这一波,会非常凌厉的长势,15是一个坎,今晚多空争夺,然后17,然后21,持股坐稳了!
晨曦瑞景
10-05
$老虎证券(TIGR)$
模拟仓赚的更多,实盘也不能落下啊
晨曦瑞景
10-04
可以学习,但是只能参加模拟盘,偶尔当游戏玩一下好了,操作周期比如设置为T+7😂
晨曦瑞景
10-03
好强大,膜拜
@小虎访谈:【小虎访谈】局外人:AI“局内人”6块抄底SOXL,纳指挣7倍!能力不重要,运气才重要!
晨曦瑞景
08-16
有道理
抱歉,原内容已删除
晨曦瑞景
08-08
这个是准备短线持有,还是中线呢?
@躺平指数:我开仓了
$英伟达(NVDA)$
,买一些
晨曦瑞景
08-08
套现10亿美元肯定不止了,估计目标是 套现百亿
抱歉,原内容已删除
晨曦瑞景
08-02
$英伟达(NVDA)$
技术性看空,行动支持了。 买put这么明显的看空,老虎证券一直没有改正这个bug啊
晨曦瑞景
07-31
$特斯拉(TSLA)$
特斯拉的自动汽车驾驶模型该如何估值
晨曦瑞景
07-07
$英伟达(NVDA)$
短暂回到145高价左右,然后继续下跌了
晨曦瑞景
06-26
太优秀了,真是相见恨晚,我也是这几年开始了价值投资之路。向作者学习
@小虎访谈:【实盘面对面】石头Stone:通过不断的滚雪球,我的总资产翻了好几倍
晨曦瑞景
05-28
没太懂,有学习委员能帮忙解释一下吗?这个股票的走势怎么理解呢?
@期权小班长:GME请君入瓮:主动行权猎杀期权卖方
晨曦瑞景
05-24
$药明生物(02269)$
真是毫无底线了
晨曦瑞景
05-10
大鱼海棠
@小虎活动:【有奖活动】申请分走你耳机的另一半!推荐一首你最爱的音乐~
晨曦瑞景
05-04
$谷歌(GOOG)$
期待继续加油
晨曦瑞景
04-06
这个访谈的原文哪里有呢?谢谢
抱歉,原内容已删除
晨曦瑞景
03-26
这么快平了啊,我今天刚想买一只期权呢
@阳光彩虹派:我平仓了
$TSLA 20240328 175.0 CALL$
,落袋为安
去老虎APP查看更多动态
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<a href=\"https://laohu8.com/U/3516096698306373\">@石头Stone</a> 分享他一本喜欢的投资书籍《滚雪球》,这本书讲述了巴菲特人生中最触动人心的故事,分享了他60多年商业和投资生涯中最宝贵的经验,给 <a href=\"https://laohu8.com/U/3516096698306373\">@石头Stone</a> 带来了哪些影响?<a href=\"https://laohu8.com\" target=\"_blank\"></a> <a href=\"https://laohu8.com/J/starInvestor?uuid=516096698306373\" target=\"_blank\">订阅石头Stone实盘交易</a>大家好,我是石头。此时我正在东南亚调研,收到邀请时2024年的父亲节刚过一天。我的思绪回到了2021年11月22日,这一天是我父亲的生日,也是我下定决心系统学习金融知识的一天。在未来的某一天,我也会成为父亲。如果向我的孩子推荐书籍,我会推荐什么呢?我的思绪开始回顾我所阅读过的书籍,如果上来就推荐诸如CFA类的专业内容,肯定会因为枯燥的内容和拗口的专业名词引起不少劝退。如果推荐口水书籍,这对于未来投资,无论是投资自己,还是投资金钱都没有任何帮助,反而可能会引起误导、误读。这也是在我阅读过大量类金融投资书籍后的疑虑:往往教大家怎么赚钱的人,自己都无法通过市场赚钱。这也让我想到了另一个言论:一年两倍者众,五年一倍者寡。我想,我推荐的这本书,一定是可以让大家系统性了解投资的,也是可以让大家成为少数可以长期赚钱的投资者。同样这也是我决定系统性学习金融投资知识的入门书——《滚雪球》。投资什么时间开始学都不晚这本书描述","listText":"沃伦·巴菲特,我们这个时代硕果仅存的商业领袖和投资大师,是无数人的学习榜样。《实盘面对面》请到虎友 <a href=\"https://laohu8.com/U/3516096698306373\">@石头Stone</a> 分享他一本喜欢的投资书籍《滚雪球》,这本书讲述了巴菲特人生中最触动人心的故事,分享了他60多年商业和投资生涯中最宝贵的经验,给 <a href=\"https://laohu8.com/U/3516096698306373\">@石头Stone</a> 带来了哪些影响?<a href=\"https://laohu8.com\" target=\"_blank\"></a> <a href=\"https://laohu8.com/J/starInvestor?uuid=516096698306373\" target=\"_blank\">订阅石头Stone实盘交易</a>大家好,我是石头。此时我正在东南亚调研,收到邀请时2024年的父亲节刚过一天。我的思绪回到了2021年11月22日,这一天是我父亲的生日,也是我下定决心系统学习金融知识的一天。在未来的某一天,我也会成为父亲。如果向我的孩子推荐书籍,我会推荐什么呢?我的思绪开始回顾我所阅读过的书籍,如果上来就推荐诸如CFA类的专业内容,肯定会因为枯燥的内容和拗口的专业名词引起不少劝退。如果推荐口水书籍,这对于未来投资,无论是投资自己,还是投资金钱都没有任何帮助,反而可能会引起误导、误读。这也是在我阅读过大量类金融投资书籍后的疑虑:往往教大家怎么赚钱的人,自己都无法通过市场赚钱。这也让我想到了另一个言论:一年两倍者众,五年一倍者寡。我想,我推荐的这本书,一定是可以让大家系统性了解投资的,也是可以让大家成为少数可以长期赚钱的投资者。同样这也是我决定系统性学习金融投资知识的入门书——《滚雪球》。投资什么时间开始学都不晚这本书描述","text":"沃伦·巴菲特,我们这个时代硕果仅存的商业领袖和投资大师,是无数人的学习榜样。《实盘面对面》请到虎友 @石头Stone 分享他一本喜欢的投资书籍《滚雪球》,这本书讲述了巴菲特人生中最触动人心的故事,分享了他60多年商业和投资生涯中最宝贵的经验,给 @石头Stone 带来了哪些影响? 订阅石头Stone实盘交易大家好,我是石头。此时我正在东南亚调研,收到邀请时2024年的父亲节刚过一天。我的思绪回到了2021年11月22日,这一天是我父亲的生日,也是我下定决心系统学习金融知识的一天。在未来的某一天,我也会成为父亲。如果向我的孩子推荐书籍,我会推荐什么呢?我的思绪开始回顾我所阅读过的书籍,如果上来就推荐诸如CFA类的专业内容,肯定会因为枯燥的内容和拗口的专业名词引起不少劝退。如果推荐口水书籍,这对于未来投资,无论是投资自己,还是投资金钱都没有任何帮助,反而可能会引起误导、误读。这也是在我阅读过大量类金融投资书籍后的疑虑:往往教大家怎么赚钱的人,自己都无法通过市场赚钱。这也让我想到了另一个言论:一年两倍者众,五年一倍者寡。我想,我推荐的这本书,一定是可以让大家系统性了解投资的,也是可以让大家成为少数可以长期赚钱的投资者。同样这也是我决定系统性学习金融投资知识的入门书——《滚雪球》。投资什么时间开始学都不晚这本书描述","images":[{"img":"https://static.tigerbbs.com/1b80ebf972033e14c572db28abf3ba4c","width":"1125","height":"1230"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320641029029896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310801283403888,"gmtCreate":1716906699545,"gmtModify":1716906701525,"author":{"id":"13706207625000","authorId":"13706207625000","name":"晨曦瑞景","avatar":"https://static.tigerbbs.com/a74d7eb9ad983535d5c722c842cc08e8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"13706207625000","authorIdStr":"13706207625000"},"themes":[],"htmlText":"没太懂,有学习委员能帮忙解释一下吗?这个股票的走势怎么理解呢?","listText":"没太懂,有学习委员能帮忙解释一下吗?这个股票的走势怎么理解呢?","text":"没太懂,有学习委员能帮忙解释一下吗?这个股票的走势怎么理解呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310801283403888","repostId":"310823316312232","repostType":1,"repost":{"id":310823316312232,"gmtCreate":1716903010375,"gmtModify":1716930004811,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"GME请君入瓮:主动行权猎杀期权卖方","htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 验证一句老话,最高明的猎人会伪装成猎物。猎杀时刻今天看到GME下面有留言,<a href=\"https://laohu8.com/TW/310743693136064\" target=\"_blank\">说价外sell call被行权了</a>。这种非常规行权让我又嗅到了老庄的味道。这位朋友发现仓位多出了股票空头仓位,然后查到是上周卖出行权价19.5的看涨期权被行权了。但有意思的是,5月24日GME收盘价是19.00,此时看涨期权是价外,而盘后股价才被拉到23.4,按盘后价格计算看涨期权是价内。由此可得出结论:有人在盘后股价暴涨阶段进行了大量行权操作。有人会问盘后也能行权吗?是的,其实盘后1.5小时内是可以要求行权的。令人眼红的卖方收益GME第一次股价暴涨受挫,未达400预期,但自此之后波动率就一直处于高位。5月31日到期平价看涨期权波动率达到270%。高波动率和几乎没有基本面支撑的股价让GME成为了期权卖方乐园。而在行权价选择上有人谨慎有人贪婪。最谨慎的卖方选择了最高行权价128。这张delta仅有0.029的超级价外期权,波动率达到了惊人的786.74%,卖出年化收益率更是有64.84%。这种无息套利典范令资本趋之若鹜,未平仓数量达到惊人的3.17万手。还有很多人选择了利润最大化,即选择股价附近的平价期权。虽然这些人并不深究原理但直觉让他们在末日期权中利润最大的平价期权,所以平价期权的交易量也是最大的。可以看到5月24日20的看涨期权交易量达到3.37万手,前一日统计未平仓数量是1.4061万手。请君入瓮在持续一周横盘震荡,甚至周四暴跌13%后,毫不意外期权卖方入场了。周五英伟达吸引了大量注意力,此时没人管的GME再也难以回天,所以,以震荡收盘结束股价低于20这个预期很合","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 验证一句老话,最高明的猎人会伪装成猎物。猎杀时刻今天看到GME下面有留言,<a href=\"https://laohu8.com/TW/310743693136064\" target=\"_blank\">说价外sell call被行权了</a>。这种非常规行权让我又嗅到了老庄的味道。这位朋友发现仓位多出了股票空头仓位,然后查到是上周卖出行权价19.5的看涨期权被行权了。但有意思的是,5月24日GME收盘价是19.00,此时看涨期权是价外,而盘后股价才被拉到23.4,按盘后价格计算看涨期权是价内。由此可得出结论:有人在盘后股价暴涨阶段进行了大量行权操作。有人会问盘后也能行权吗?是的,其实盘后1.5小时内是可以要求行权的。令人眼红的卖方收益GME第一次股价暴涨受挫,未达400预期,但自此之后波动率就一直处于高位。5月31日到期平价看涨期权波动率达到270%。高波动率和几乎没有基本面支撑的股价让GME成为了期权卖方乐园。而在行权价选择上有人谨慎有人贪婪。最谨慎的卖方选择了最高行权价128。这张delta仅有0.029的超级价外期权,波动率达到了惊人的786.74%,卖出年化收益率更是有64.84%。这种无息套利典范令资本趋之若鹜,未平仓数量达到惊人的3.17万手。还有很多人选择了利润最大化,即选择股价附近的平价期权。虽然这些人并不深究原理但直觉让他们在末日期权中利润最大的平价期权,所以平价期权的交易量也是最大的。可以看到5月24日20的看涨期权交易量达到3.37万手,前一日统计未平仓数量是1.4061万手。请君入瓮在持续一周横盘震荡,甚至周四暴跌13%后,毫不意外期权卖方入场了。周五英伟达吸引了大量注意力,此时没人管的GME再也难以回天,所以,以震荡收盘结束股价低于20这个预期很合","text":"$游戏驿站(GME)$ 验证一句老话,最高明的猎人会伪装成猎物。猎杀时刻今天看到GME下面有留言,说价外sell call被行权了。这种非常规行权让我又嗅到了老庄的味道。这位朋友发现仓位多出了股票空头仓位,然后查到是上周卖出行权价19.5的看涨期权被行权了。但有意思的是,5月24日GME收盘价是19.00,此时看涨期权是价外,而盘后股价才被拉到23.4,按盘后价格计算看涨期权是价内。由此可得出结论:有人在盘后股价暴涨阶段进行了大量行权操作。有人会问盘后也能行权吗?是的,其实盘后1.5小时内是可以要求行权的。令人眼红的卖方收益GME第一次股价暴涨受挫,未达400预期,但自此之后波动率就一直处于高位。5月31日到期平价看涨期权波动率达到270%。高波动率和几乎没有基本面支撑的股价让GME成为了期权卖方乐园。而在行权价选择上有人谨慎有人贪婪。最谨慎的卖方选择了最高行权价128。这张delta仅有0.029的超级价外期权,波动率达到了惊人的786.74%,卖出年化收益率更是有64.84%。这种无息套利典范令资本趋之若鹜,未平仓数量达到惊人的3.17万手。还有很多人选择了利润最大化,即选择股价附近的平价期权。虽然这些人并不深究原理但直觉让他们在末日期权中利润最大的平价期权,所以平价期权的交易量也是最大的。可以看到5月24日20的看涨期权交易量达到3.37万手,前一日统计未平仓数量是1.4061万手。请君入瓮在持续一周横盘震荡,甚至周四暴跌13%后,毫不意外期权卖方入场了。周五英伟达吸引了大量注意力,此时没人管的GME再也难以回天,所以,以震荡收盘结束股价低于20这个预期很合","images":[{"img":"https://static.tigerbbs.com/2e0428838f89415ee2f80be1038fe215","width":"2028","height":"1306"},{"img":"https://static.tigerbbs.com/58a270e21b0382585860b4569d669998","width":"980","height":"705"},{"img":"https://static.tigerbbs.com/76791340b8bf0ad63b235ae8b6efdce8","width":"1170","height":"2118"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310823316312232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309203778396376,"gmtCreate":1716516949863,"gmtModify":1716516953480,"author":{"id":"13706207625000","authorId":"13706207625000","name":"晨曦瑞景","avatar":"https://static.tigerbbs.com/a74d7eb9ad983535d5c722c842cc08e8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"13706207625000","authorIdStr":"13706207625000"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/U/3498690247998564\">@二狗叨叨</a>:就在昨晚, <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 和大众汽车达成技术框架协议,大众斥资7亿美元入股小鹏,以每股15 美元的价格收购小鹏汽车约 4.99%的股份,双方将面向中国市场,共同开发两款大众汽车品牌的电动车型,两款新车将基于小鹏G9所用平台打造,预计在2026年上市。 小鹏美股昨晚暴涨,最高涨幅超过40%,即使收盘也涨26%,今天小鹏港股更加大胆,截止下午收盘涨幅33.88%,叠加之前G6新车上市,小鹏在短短一个多内,涨幅超过80%。 在电动三傻中,二狗哥最不看好的小鹏,没想到小鹏能有这么一手,打得真是措手不及。言归正传,小鹏这一次跟大众合作,绝对是意义非凡,不仅仅是对小鹏汽车本身,对于整个国产汽车来说,都是极大的振奋。下面二狗哥就谈谈对于此次合作的理解,当然这属于二狗哥的个人理解,难免会有偏颇遗误,还请各位看官多多斧正,二狗子叩谢。 一、七亿美元对小鹏的意义 一直以来,二狗哥对于小鹏不是很看好,这一点二狗哥绝不否认。谈到小鹏的糟点,二狗哥要吐槽的有很多,比如小鹏名字土里吧唧(隔壁村小鹏吗?)、内部管理混乱(之前G3定价杂乱)、P7之后再无爆款(当然G6他来了)等等,当然这些不是最关键和主要的。其实二狗哥不看好的主要原因还是最近几个季度,小鹏的财报数据实在是令人难以满意。 其实小鹏现在的压力确实很大,小鹏Q2累计交付23205辆,去年同期为34422辆,同比减少32.59%,这样算下来平均单月交付都不足8000辆,而隔壁的理想已经月交付已经达到2.88万辆了(理想2023年Q2交付86533辆计),是小鹏月交付数据的3倍都不止。但看数据其实还不够明显,二狗哥放一张交付对","listText":"谢谢小鹏的大涨//<a href=\"https://laohu8.com/U/3498690247998564\">@二狗叨叨</a>:就在昨晚, <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 和大众汽车达成技术框架协议,大众斥资7亿美元入股小鹏,以每股15 美元的价格收购小鹏汽车约 4.99%的股份,双方将面向中国市场,共同开发两款大众汽车品牌的电动车型,两款新车将基于小鹏G9所用平台打造,预计在2026年上市。 小鹏美股昨晚暴涨,最高涨幅超过40%,即使收盘也涨26%,今天小鹏港股更加大胆,截止下午收盘涨幅33.88%,叠加之前G6新车上市,小鹏在短短一个多内,涨幅超过80%。 在电动三傻中,二狗哥最不看好的小鹏,没想到小鹏能有这么一手,打得真是措手不及。言归正传,小鹏这一次跟大众合作,绝对是意义非凡,不仅仅是对小鹏汽车本身,对于整个国产汽车来说,都是极大的振奋。下面二狗哥就谈谈对于此次合作的理解,当然这属于二狗哥的个人理解,难免会有偏颇遗误,还请各位看官多多斧正,二狗子叩谢。 一、七亿美元对小鹏的意义 一直以来,二狗哥对于小鹏不是很看好,这一点二狗哥绝不否认。谈到小鹏的糟点,二狗哥要吐槽的有很多,比如小鹏名字土里吧唧(隔壁村小鹏吗?)、内部管理混乱(之前G3定价杂乱)、P7之后再无爆款(当然G6他来了)等等,当然这些不是最关键和主要的。其实二狗哥不看好的主要原因还是最近几个季度,小鹏的财报数据实在是令人难以满意。 其实小鹏现在的压力确实很大,小鹏Q2累计交付23205辆,去年同期为34422辆,同比减少32.59%,这样算下来平均单月交付都不足8000辆,而隔壁的理想已经月交付已经达到2.88万辆了(理想2023年Q2交付86533辆计),是小鹏月交付数据的3倍都不止。但看数据其实还不够明显,二狗哥放一张交付对","text":"谢谢小鹏的大涨//@二狗叨叨:就在昨晚, $小鹏汽车(XPEV)$ 和大众汽车达成技术框架协议,大众斥资7亿美元入股小鹏,以每股15 美元的价格收购小鹏汽车约 4.99%的股份,双方将面向中国市场,共同开发两款大众汽车品牌的电动车型,两款新车将基于小鹏G9所用平台打造,预计在2026年上市。 小鹏美股昨晚暴涨,最高涨幅超过40%,即使收盘也涨26%,今天小鹏港股更加大胆,截止下午收盘涨幅33.88%,叠加之前G6新车上市,小鹏在短短一个多内,涨幅超过80%。 在电动三傻中,二狗哥最不看好的小鹏,没想到小鹏能有这么一手,打得真是措手不及。言归正传,小鹏这一次跟大众合作,绝对是意义非凡,不仅仅是对小鹏汽车本身,对于整个国产汽车来说,都是极大的振奋。下面二狗哥就谈谈对于此次合作的理解,当然这属于二狗哥的个人理解,难免会有偏颇遗误,还请各位看官多多斧正,二狗子叩谢。 一、七亿美元对小鹏的意义 一直以来,二狗哥对于小鹏不是很看好,这一点二狗哥绝不否认。谈到小鹏的糟点,二狗哥要吐槽的有很多,比如小鹏名字土里吧唧(隔壁村小鹏吗?)、内部管理混乱(之前G3定价杂乱)、P7之后再无爆款(当然G6他来了)等等,当然这些不是最关键和主要的。其实二狗哥不看好的主要原因还是最近几个季度,小鹏的财报数据实在是令人难以满意。 其实小鹏现在的压力确实很大,小鹏Q2累计交付23205辆,去年同期为34422辆,同比减少32.59%,这样算下来平均单月交付都不足8000辆,而隔壁的理想已经月交付已经达到2.88万辆了(理想2023年Q2交付86533辆计),是小鹏月交付数据的3倍都不止。但看数据其实还不够明显,二狗哥放一张交付对","images":[{"img":"https://static.tigerbbs.com/a7acd213eb1399c4cfa8481fd70cb4d6","width":"1808","height":"1478"},{"img":"https://static.tigerbbs.com/0f56bec262f0173a99a942939f0c04b2","width":"1512","height":"1102"},{"img":"https://static.tigerbbs.com/7981f4a1c76125e533ff4312bfe362fe","width":"1080","height":"905"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/202858088616176","repostId":"202502735728832","repostType":1,"repost":{"id":202502735728832,"gmtCreate":1690477592955,"gmtModify":1690477922398,"author":{"id":"3498690247998564","authorId":"3498690247998564","name":"二狗叨叨","avatar":"https://static.tigerbbs.com/55e1bdc35fbca55dc650568445c5703e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3498690247998564","authorIdStr":"3498690247998564"},"themes":[],"title":"小鹏:大手牵小手,一起往前走","htmlText":"就在昨晚, <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 和大众汽车达成技术框架协议,大众斥资7亿美元入股小鹏,以每股15 美元的价格收购小鹏汽车约 4.99%的股份,双方将面向中国市场,共同开发两款大众汽车品牌的电动车型,两款新车将基于小鹏G9所用平台打造,预计在2026年上市。 小鹏美股昨晚暴涨,最高涨幅超过40%,即使收盘也涨26%,今天小鹏港股更加大胆,截止下午收盘涨幅33.88%,叠加之前G6新车上市,小鹏在短短一个多内,涨幅超过80%。 在电动三傻中,二狗哥最不看好的小鹏,没想到小鹏能有这么一手,打得真是措手不及。言归正传,小鹏这一次跟大众合作,绝对是意义非凡,不仅仅是对小鹏汽车本身,对于整个国产汽车来说,都是极大的振奋。下面二狗哥就谈谈对于此次合作的理解,当然这属于二狗哥的个人理解,难免会有偏颇遗误,还请各位看官多多斧正,二狗子叩谢。 一、七亿美元对小鹏的意义 一直以来,二狗哥对于小鹏不是很看好,这一点二狗哥绝不否认。谈到小鹏的糟点,二狗哥要吐槽的有很多,比如小鹏名字土里吧唧(隔壁村小鹏吗?)、内部管理混乱(之前G3定价杂乱)、P7之后再无爆款(当然G6他来了)等等,当然这些不是最关键和主要的。其实二狗哥不看好的主要原因还是最近几个季度,小鹏的财报数据实在是令人难以满意。 其实小鹏现在的压力确实很大,小鹏Q2累计交付23205辆,去年同期为34422辆,同比减少32.59%,这样算下来平均单月交付都不足8000辆,而隔壁的理想已经月交付已经达到2.88万辆了(理想2023年Q2交付86533辆计),是小鹏月交付数据的3倍都不止。但看数据其实还不够明显,二狗哥放一张交付对比图就一目了然了。 大众这个时候7亿美元入股,来的恰如其分,小鹏G6上市已经把股价提了上来。现在大众又来这么一招,给本来就在热度上的小","listText":"就在昨晚, <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 和大众汽车达成技术框架协议,大众斥资7亿美元入股小鹏,以每股15 美元的价格收购小鹏汽车约 4.99%的股份,双方将面向中国市场,共同开发两款大众汽车品牌的电动车型,两款新车将基于小鹏G9所用平台打造,预计在2026年上市。 小鹏美股昨晚暴涨,最高涨幅超过40%,即使收盘也涨26%,今天小鹏港股更加大胆,截止下午收盘涨幅33.88%,叠加之前G6新车上市,小鹏在短短一个多内,涨幅超过80%。 在电动三傻中,二狗哥最不看好的小鹏,没想到小鹏能有这么一手,打得真是措手不及。言归正传,小鹏这一次跟大众合作,绝对是意义非凡,不仅仅是对小鹏汽车本身,对于整个国产汽车来说,都是极大的振奋。下面二狗哥就谈谈对于此次合作的理解,当然这属于二狗哥的个人理解,难免会有偏颇遗误,还请各位看官多多斧正,二狗子叩谢。 一、七亿美元对小鹏的意义 一直以来,二狗哥对于小鹏不是很看好,这一点二狗哥绝不否认。谈到小鹏的糟点,二狗哥要吐槽的有很多,比如小鹏名字土里吧唧(隔壁村小鹏吗?)、内部管理混乱(之前G3定价杂乱)、P7之后再无爆款(当然G6他来了)等等,当然这些不是最关键和主要的。其实二狗哥不看好的主要原因还是最近几个季度,小鹏的财报数据实在是令人难以满意。 其实小鹏现在的压力确实很大,小鹏Q2累计交付23205辆,去年同期为34422辆,同比减少32.59%,这样算下来平均单月交付都不足8000辆,而隔壁的理想已经月交付已经达到2.88万辆了(理想2023年Q2交付86533辆计),是小鹏月交付数据的3倍都不止。但看数据其实还不够明显,二狗哥放一张交付对比图就一目了然了。 大众这个时候7亿美元入股,来的恰如其分,小鹏G6上市已经把股价提了上来。现在大众又来这么一招,给本来就在热度上的小","text":"就在昨晚, $小鹏汽车(XPEV)$ 和大众汽车达成技术框架协议,大众斥资7亿美元入股小鹏,以每股15 美元的价格收购小鹏汽车约 4.99%的股份,双方将面向中国市场,共同开发两款大众汽车品牌的电动车型,两款新车将基于小鹏G9所用平台打造,预计在2026年上市。 小鹏美股昨晚暴涨,最高涨幅超过40%,即使收盘也涨26%,今天小鹏港股更加大胆,截止下午收盘涨幅33.88%,叠加之前G6新车上市,小鹏在短短一个多内,涨幅超过80%。 在电动三傻中,二狗哥最不看好的小鹏,没想到小鹏能有这么一手,打得真是措手不及。言归正传,小鹏这一次跟大众合作,绝对是意义非凡,不仅仅是对小鹏汽车本身,对于整个国产汽车来说,都是极大的振奋。下面二狗哥就谈谈对于此次合作的理解,当然这属于二狗哥的个人理解,难免会有偏颇遗误,还请各位看官多多斧正,二狗子叩谢。 一、七亿美元对小鹏的意义 一直以来,二狗哥对于小鹏不是很看好,这一点二狗哥绝不否认。谈到小鹏的糟点,二狗哥要吐槽的有很多,比如小鹏名字土里吧唧(隔壁村小鹏吗?)、内部管理混乱(之前G3定价杂乱)、P7之后再无爆款(当然G6他来了)等等,当然这些不是最关键和主要的。其实二狗哥不看好的主要原因还是最近几个季度,小鹏的财报数据实在是令人难以满意。 其实小鹏现在的压力确实很大,小鹏Q2累计交付23205辆,去年同期为34422辆,同比减少32.59%,这样算下来平均单月交付都不足8000辆,而隔壁的理想已经月交付已经达到2.88万辆了(理想2023年Q2交付86533辆计),是小鹏月交付数据的3倍都不止。但看数据其实还不够明显,二狗哥放一张交付对比图就一目了然了。 大众这个时候7亿美元入股,来的恰如其分,小鹏G6上市已经把股价提了上来。现在大众又来这么一招,给本来就在热度上的小","images":[{"img":"https://static.tigerbbs.com/7981f4a1c76125e533ff4312bfe362fe","width":"1080","height":"905"},{"img":"https://static.tigerbbs.com/a7acd213eb1399c4cfa8481fd70cb4d6","width":"1808","height":"1478"},{"img":"https://static.tigerbbs.com/0f56bec262f0173a99a942939f0c04b2","width":"1512","height":"1102"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202502735728832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010295","authorId":"10000000000010295","name":"拉弓暴扣","avatar":"https://static.tigerbbs.com/f5e69b7773d3235022add29955af70dd","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010295","authorIdStr":"10000000000010295"},"content":"这七亿美元真的算是雪中送炭了,经济下行真的不容易。","text":"这七亿美元真的算是雪中送炭了,经济下行真的不容易。","html":"这七亿美元真的算是雪中送炭了,经济下行真的不容易。"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":683600614,"gmtCreate":1656256711843,"gmtModify":1704864291718,"author":{"id":"13706207625000","authorId":"13706207625000","name":"晨曦瑞景","avatar":"https://static.tigerbbs.com/a74d7eb9ad983535d5c722c842cc08e8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"13706207625000","authorIdStr":"13706207625000"},"themes":[],"htmlText":"老虎社区的最大特点就是鼓励分享啊,美股因为资金比较少,关注的也很少,长线拿着苹果,还有点阿里巴巴的正股(116开始买的,后面106加仓),目前看还都是赚钱的,最近尝试了一下期权模拟盘,感觉还是运气不错的,终于弄懂了put的买卖方法。很有收获的6月。","listText":"老虎社区的最大特点就是鼓励分享啊,美股因为资金比较少,关注的也很少,长线拿着苹果,还有点阿里巴巴的正股(116开始买的,后面106加仓),目前看还都是赚钱的,最近尝试了一下期权模拟盘,感觉还是运气不错的,终于弄懂了put的买卖方法。很有收获的6月。","text":"老虎社区的最大特点就是鼓励分享啊,美股因为资金比较少,关注的也很少,长线拿着苹果,还有点阿里巴巴的正股(116开始买的,后面106加仓),目前看还都是赚钱的,最近尝试了一下期权模拟盘,感觉还是运气不错的,终于弄懂了put的买卖方法。很有收获的6月。","images":[{"img":"https://static.tigerbbs.com/24907dd2f53054551f3f9a5f50fdd5ee","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/debe93987a00eef4b2ec3748fa6ccd39","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/9400eb7556d11078f86fd167b61ef8a5","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/683600614","isVote":1,"tweetType":1,"viewCount":1972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":331739174,"gmtCreate":1609762194798,"gmtModify":1703740291878,"author":{"id":"13706207625000","authorId":"13706207625000","name":"晨曦瑞景","avatar":"https://static.tigerbbs.com/a74d7eb9ad983535d5c722c842cc08e8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"13706207625000","authorIdStr":"13706207625000"},"themes":[],"htmlText":"美股没有重仓特斯拉,同遗憾!","listText":"美股没有重仓特斯拉,同遗憾!","text":"美股没有重仓特斯拉,同遗憾!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/331739174","repostId":"331213483","repostType":1,"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330527792,"gmtCreate":1608650446116,"gmtModify":1703736006948,"author":{"id":"13706207625000","authorId":"13706207625000","name":"晨曦瑞景","avatar":"https://static.tigerbbs.com/a74d7eb9ad983535d5c722c842cc08e8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"13706207625000","authorIdStr":"13706207625000"},"themes":[],"htmlText":"苹果造车是肯定了,我老弟有个同事都跳槽去那边了","listText":"苹果造车是肯定了,我老弟有个同事都跳槽去那边了","text":"苹果造车是肯定了,我老弟有个同事都跳槽去那边了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/330527792","repostId":"330667416","repostType":1,"repost":{"id":330667416,"gmtCreate":1608607789829,"gmtModify":1716218804502,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"进军新能源,\"苹果汽车\"明年问世!特斯拉颤抖吧!","htmlText":"外媒透露:继“<a href=\"https://laohu8.com/TW/394609394\" target=\"_blank\">百度入局新能源汽车!电车三宝颤抖吧!</a>”之后,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 也即将发布自己的新能源汽车! 而且,根据苹果的关键供应商已证实: “苹果汽车”最早将于2021年第三季度发布,比预期至少提前两年问世! 除此之外,据知情人士透露: 第一代苹果汽车,将搭载苹果自动驾驶系统,和自主研发的 突破性电池技术! 该技术给行业带来的震撼,犹如苹果手机推出时那么惊艳! 据了解,苹果自主研发了独特的“单体(monocell)电池”设计,通过增加【单个电池体积】,从而消除电池模块、电池包,既节省了空间、又降低了成本,同时使汽车的续航时间更长。 苹果造车绝不是空穴来风。 早在2016年,苹果就先后与戴姆勒、麦格纳国际等汽车生产商进行过谈判,但都没有成功;此后,市场普遍预测,苹果汽车可能会在2024年问世。 而这次爆出的消息,苹果汽车问世的速度大大超出了预期。 ... ... 最后,大家聊一聊: 你是否看好“苹果汽车”会成功吗? 明年“苹果汽车”会问世吗? 精彩留言用户可获得300社区积分噢! <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"外媒透露:继“<a href=\"https://laohu8.com/TW/394609394\" target=\"_blank\">百度入局新能源汽车!电车三宝颤抖吧!</a>”之后,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 也即将发布自己的新能源汽车! 而且,根据苹果的关键供应商已证实: “苹果汽车”最早将于2021年第三季度发布,比预期至少提前两年问世! 除此之外,据知情人士透露: 第一代苹果汽车,将搭载苹果自动驾驶系统,和自主研发的 突破性电池技术! 该技术给行业带来的震撼,犹如苹果手机推出时那么惊艳! 据了解,苹果自主研发了独特的“单体(monocell)电池”设计,通过增加【单个电池体积】,从而消除电池模块、电池包,既节省了空间、又降低了成本,同时使汽车的续航时间更长。 苹果造车绝不是空穴来风。 早在2016年,苹果就先后与戴姆勒、麦格纳国际等汽车生产商进行过谈判,但都没有成功;此后,市场普遍预测,苹果汽车可能会在2024年问世。 而这次爆出的消息,苹果汽车问世的速度大大超出了预期。 ... ... 最后,大家聊一聊: 你是否看好“苹果汽车”会成功吗? 明年“苹果汽车”会问世吗? 精彩留言用户可获得300社区积分噢! <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"外媒透露:继“百度入局新能源汽车!电车三宝颤抖吧!”之后,$苹果(AAPL)$ 也即将发布自己的新能源汽车! 而且,根据苹果的关键供应商已证实: “苹果汽车”最早将于2021年第三季度发布,比预期至少提前两年问世! 除此之外,据知情人士透露: 第一代苹果汽车,将搭载苹果自动驾驶系统,和自主研发的 突破性电池技术! 该技术给行业带来的震撼,犹如苹果手机推出时那么惊艳! 据了解,苹果自主研发了独特的“单体(monocell)电池”设计,通过增加【单个电池体积】,从而消除电池模块、电池包,既节省了空间、又降低了成本,同时使汽车的续航时间更长。 苹果造车绝不是空穴来风。 早在2016年,苹果就先后与戴姆勒、麦格纳国际等汽车生产商进行过谈判,但都没有成功;此后,市场普遍预测,苹果汽车可能会在2024年问世。 而这次爆出的消息,苹果汽车问世的速度大大超出了预期。 ... ... 最后,大家聊一聊: 你是否看好“苹果汽车”会成功吗? 明年“苹果汽车”会问世吗? 精彩留言用户可获得300社区积分噢! $小鹏汽车(XPEV)$$蔚来(NIO)$$理想汽车(LI)$$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/b774e10c542e53a765834899233f8209","width":"833","height":"393"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330667416","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"vote":{"id":1257,"gmtBegin":1608607844146,"gmtEnd":1609817431675,"type":1,"upper":1,"title":"你是否看好苹果汽车?","choices":[{"id":4697,"sort":1,"name":"看好!","userSize":344,"voted":false},{"id":4698,"sort":2,"name":"不看好!","userSize":84,"voted":false}]},"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680705398,"gmtCreate":1655219263019,"gmtModify":1704861559960,"author":{"id":"13706207625000","authorId":"13706207625000","name":"晨曦瑞景","avatar":"https://static.tigerbbs.com/a74d7eb9ad983535d5c722c842cc08e8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"13706207625000","authorIdStr":"13706207625000"},"themes":[],"htmlText":"新东方已经高薪在招聘双语主播了,这个模式还是可以短期复制的,目前消费者不从李佳琦,不从薇娅的直播间买,就总是会选择一个靠谱的直播平台,比如我们广大学生的家长,都为此专门去重新下载了抖音,为东方臻园添砖加瓦吧!","listText":"新东方已经高薪在招聘双语主播了,这个模式还是可以短期复制的,目前消费者不从李佳琦,不从薇娅的直播间买,就总是会选择一个靠谱的直播平台,比如我们广大学生的家长,都为此专门去重新下载了抖音,为东方臻园添砖加瓦吧!","text":"新东方已经高薪在招聘双语主播了,这个模式还是可以短期复制的,目前消费者不从李佳琦,不从薇娅的直播间买,就总是会选择一个靠谱的直播平台,比如我们广大学生的家长,都为此专门去重新下载了抖音,为东方臻园添砖加瓦吧!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680705398","repostId":"680491801","repostType":1,"repost":{"id":680491801,"gmtCreate":1655186619828,"gmtModify":1704861398376,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"双语带货,股价两天翻倍!新东方能否转型成功?","htmlText":"新东方又火了。在双减落地近一年后,新东方凭借着直播带货,完成了一次跨度相当大的挑战。浴火重生的新东方教育龙头新东方的转型挑战之路,一直备受关注,21年底,俞敏洪宣布成立农副产品带货平台“东方甄选”,要进军直播带货领域,同年的12月28日,“东方甄选”直播间首次亮相,但一直不温不火。直到6月9日,自嘲撞脸“兵马俑”的新东方英语名师“董宇辉”突然火爆抖音,他能够随时切换标准的英文发音介绍产品,也能出口成章从杜甫讲到莎士比亚,堪称直播带货界的一股清流,让人有种“虽然听不懂,但很想买”的冲动。数据显示,6月10日,东方甄选直播间销售额突破1500万元大关,6月11日,“东方甄选”观看人数达1274.6万,当日GMV(商品交易总额)为2100.43万元 直播的这把“火”,也烧到了股价上。6月10日,<a href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a> 港股涨幅近40%,6月13日,盘中涨幅曾一度近100%,截至收盘,涨幅达39.97%。与其他同行相比,抖音平台排名前十的头部主播,粉丝数量在1000万+,日均GMV在1000万+、日均观看数量达到5w+;同样出圈的罗永浩交个朋友直播间,粉丝数1700w、场均GMV500万+,日均GMV1000万;东方甄选直播间,粉丝数455.5W,最高GMV爆发增长至2200万中信建投分析指出: 假设按照目前粉丝增长速度(日增70-80万人),若衰减速率不高,则在未来2周东方甄选粉丝数量有望达到千万人,假设按照日均GMV千万元进行估算,东方甄选年GMV将达到37亿元,另外加上公司大学业务收入和净现金及等价物,合并计算市值63亿元,仍有近20%涨幅空间。 分析师看法小摩将<a href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 评级","listText":"新东方又火了。在双减落地近一年后,新东方凭借着直播带货,完成了一次跨度相当大的挑战。浴火重生的新东方教育龙头新东方的转型挑战之路,一直备受关注,21年底,俞敏洪宣布成立农副产品带货平台“东方甄选”,要进军直播带货领域,同年的12月28日,“东方甄选”直播间首次亮相,但一直不温不火。直到6月9日,自嘲撞脸“兵马俑”的新东方英语名师“董宇辉”突然火爆抖音,他能够随时切换标准的英文发音介绍产品,也能出口成章从杜甫讲到莎士比亚,堪称直播带货界的一股清流,让人有种“虽然听不懂,但很想买”的冲动。数据显示,6月10日,东方甄选直播间销售额突破1500万元大关,6月11日,“东方甄选”观看人数达1274.6万,当日GMV(商品交易总额)为2100.43万元 直播的这把“火”,也烧到了股价上。6月10日,<a href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a> 港股涨幅近40%,6月13日,盘中涨幅曾一度近100%,截至收盘,涨幅达39.97%。与其他同行相比,抖音平台排名前十的头部主播,粉丝数量在1000万+,日均GMV在1000万+、日均观看数量达到5w+;同样出圈的罗永浩交个朋友直播间,粉丝数1700w、场均GMV500万+,日均GMV1000万;东方甄选直播间,粉丝数455.5W,最高GMV爆发增长至2200万中信建投分析指出: 假设按照目前粉丝增长速度(日增70-80万人),若衰减速率不高,则在未来2周东方甄选粉丝数量有望达到千万人,假设按照日均GMV千万元进行估算,东方甄选年GMV将达到37亿元,另外加上公司大学业务收入和净现金及等价物,合并计算市值63亿元,仍有近20%涨幅空间。 分析师看法小摩将<a href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 评级","text":"新东方又火了。在双减落地近一年后,新东方凭借着直播带货,完成了一次跨度相当大的挑战。浴火重生的新东方教育龙头新东方的转型挑战之路,一直备受关注,21年底,俞敏洪宣布成立农副产品带货平台“东方甄选”,要进军直播带货领域,同年的12月28日,“东方甄选”直播间首次亮相,但一直不温不火。直到6月9日,自嘲撞脸“兵马俑”的新东方英语名师“董宇辉”突然火爆抖音,他能够随时切换标准的英文发音介绍产品,也能出口成章从杜甫讲到莎士比亚,堪称直播带货界的一股清流,让人有种“虽然听不懂,但很想买”的冲动。数据显示,6月10日,东方甄选直播间销售额突破1500万元大关,6月11日,“东方甄选”观看人数达1274.6万,当日GMV(商品交易总额)为2100.43万元 直播的这把“火”,也烧到了股价上。6月10日,$新东方在线(01797)$ 港股涨幅近40%,6月13日,盘中涨幅曾一度近100%,截至收盘,涨幅达39.97%。与其他同行相比,抖音平台排名前十的头部主播,粉丝数量在1000万+,日均GMV在1000万+、日均观看数量达到5w+;同样出圈的罗永浩交个朋友直播间,粉丝数1700w、场均GMV500万+,日均GMV1000万;东方甄选直播间,粉丝数455.5W,最高GMV爆发增长至2200万中信建投分析指出: 假设按照目前粉丝增长速度(日增70-80万人),若衰减速率不高,则在未来2周东方甄选粉丝数量有望达到千万人,假设按照日均GMV千万元进行估算,东方甄选年GMV将达到37亿元,另外加上公司大学业务收入和净现金及等价物,合并计算市值63亿元,仍有近20%涨幅空间。 分析师看法小摩将$新东方-S(09901)$ 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电影《伊莎拉贝》中,有一句经典的粤语台词:“无只「劳」,D人唔喺睇唔起你,喺睇你唔到。”(出来不戴劳力士,别人不是看不起你,是根本看不见你) 图1:电影《伊莎拉贝》剧照,来源网络 新能源车圈子里的鄙视链也是同样道理: 作为一般车企,根本就谈不上是不是被埃隆·马斯克(Elon Musk)看不起,大多时候是完全看不到而已。 图2:大众和特斯拉高管会面,来源网络 相反,凡是被马斯克开了群嘲,被马斯克瞧不起的公司,都至少从某个层面证明了自己有独特价值: 比如,被马斯克嘲笑产品“不行”的比亚迪(SZ:002594),市值已经站上5000亿,磷酸铁锂刀片电池搞得如火如荼。甚至被钢铁侠暗讽抄袭的小鹏汽车(NYSE:XPEV),市值一度也超过了4000亿人民币。 图3:马斯克推上怼小鹏,来源网络 对投资者来说必须要意识到一个问题:能够进入马斯克的叙事话语体系,预示着未来可能的更大价值,你需要先从被马斯克“看不见”,到被马斯克“看不起”,接下来才有机会被马斯克“看不懂”和被马斯克“追不上”。 在所有被马斯克开了群嘲名单的新能源对手中,丰田Mirai及其代表的燃料电池路线,是被钢铁侠喷的最狠的: 图4:漂亮的Mirai,来源网络 丰田已经推出了首款氢燃料电池Mirai,该车续航里程达到650公里,远远超过当前纯电动车市场续航里程最长的ModelS,在美国售价也仅为40万人民币,与ModelS入门版价格几乎平起平坐,这让马斯克坐不住了。 在2015年的一次访谈中,马斯克对氢燃料电池提出2点挑战:马斯克担忧氢气缺乏基础设施,以及氢产生于不可再生的化石燃料制造。 在2019年特斯拉的股东大会上,马斯克为了喷燃料电池,更是玩起了谐音梗: Fuel Cell(燃料电池)实际指的是Fool Cell(蠢货电池),是“一大堆垃圾”;然后马斯克说","listText":"本文基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。 电影《伊莎拉贝》中,有一句经典的粤语台词:“无只「劳」,D人唔喺睇唔起你,喺睇你唔到。”(出来不戴劳力士,别人不是看不起你,是根本看不见你) 图1:电影《伊莎拉贝》剧照,来源网络 新能源车圈子里的鄙视链也是同样道理: 作为一般车企,根本就谈不上是不是被埃隆·马斯克(Elon Musk)看不起,大多时候是完全看不到而已。 图2:大众和特斯拉高管会面,来源网络 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target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> ","listText":"大跌下的新东方,危机or机遇?今日午后,港股上市的教育股全线暴跌,新东方港股股持续走低,14点之后,股价开始加速跳水,盘中一度重挫50%。港股教育股重挫惨烈抛售潮同样也在美股市场上演,中概教育股美股盘前也遭重挫,截至发稿,新东方跌超40%,好未来跌超44%,高途跌超20%。教育股股价持续走跌源于教育监管环境的变化。5月21日,中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。东哥认为,国内教育股的逻辑和外部环境已经完全改变,512意见后将不具备任何投资价值,如今来看几乎是一语成谶,只是没想到变化的步伐如此之快。主要原因如图:1.现有学科类统一登记为非盈利机构,这等于是从根上要了目前教育机构的命;2.学科类培训机构一律不准上市融资,排除任何资本化运作,这等于是断了教育机构的财路;3.学科类培训机构备案制改为审批制,这等于是卡住了教育机构的源头。红头文件这三招,招招致命!k12教育股基本可以凉了。其他教育股瓜田李下。教育培训类机构的外部环境完全改变,整个行业在未来会变相的再次“国有化”以及“非盈利”。总之,所有以教育名义从家长口袋里掏钱,影响社会购买力、增加家长育儿恐惧的教育培训业务,不管k12还是民办大学教育,最终都必然在整顿之列,至少对年年涨学费和大额分红,就不要想了。对高教股,要小心。新政策利空k12、利好高教股高职股的说法,不过是一厢情愿,所有教育股都几乎不可幸免!今年在好未来和新东方这两个过去最优秀的教育股上抄底亏钱的人肯定有很多。东哥十几年的炒股经验得出的一个结论是:危机出现的时候坚决不买出头鸟!类似于目前风口上的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> ","text":"大跌下的新东方,危机or机遇?今日午后,港股上市的教育股全线暴跌,新东方港股股持续走低,14点之后,股价开始加速跳水,盘中一度重挫50%。港股教育股重挫惨烈抛售潮同样也在美股市场上演,中概教育股美股盘前也遭重挫,截至发稿,新东方跌超40%,好未来跌超44%,高途跌超20%。教育股股价持续走跌源于教育监管环境的变化。5月21日,中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。东哥认为,国内教育股的逻辑和外部环境已经完全改变,512意见后将不具备任何投资价值,如今来看几乎是一语成谶,只是没想到变化的步伐如此之快。主要原因如图:1.现有学科类统一登记为非盈利机构,这等于是从根上要了目前教育机构的命;2.学科类培训机构一律不准上市融资,排除任何资本化运作,这等于是断了教育机构的财路;3.学科类培训机构备案制改为审批制,这等于是卡住了教育机构的源头。红头文件这三招,招招致命!k12教育股基本可以凉了。其他教育股瓜田李下。教育培训类机构的外部环境完全改变,整个行业在未来会变相的再次“国有化”以及“非盈利”。总之,所有以教育名义从家长口袋里掏钱,影响社会购买力、增加家长育儿恐惧的教育培训业务,不管k12还是民办大学教育,最终都必然在整顿之列,至少对年年涨学费和大额分红,就不要想了。对高教股,要小心。新政策利空k12、利好高教股高职股的说法,不过是一厢情愿,所有教育股都几乎不可幸免!今年在好未来和新东方这两个过去最优秀的教育股上抄底亏钱的人肯定有很多。东哥十几年的炒股经验得出的一个结论是:危机出现的时候坚决不买出头鸟!类似于目前风口上的$新东方(EDU)$","images":[{"img":"https://static.tigerbbs.com/04a86c07fe42b32b73c202c8e98bf007","width":"1000","height":"500"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175407610","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469666730588285","authorId":"3469666730588285","name":"东哥不疾而速","avatar":"https://static.tigerbbs.com/353822250870391f1f67a74a8438da99","crmLevel":1,"crmLevelSwitch":0,"idStr":"3469666730588285","authorIdStr":"3469666730588285"},"content":"感谢支持[比心],长痛不如短痛,教育内卷也是目前的一个大问题,并且是解决学区房商品化的必经之路 $贝壳(BEKE)$ $哔哩哔哩(BILI)$ $阿里巴巴(BABA)$ $好未来(TAL)$ $新东方(EDU)$","text":"感谢支持[比心],长痛不如短痛,教育内卷也是目前的一个大问题,并且是解决学区房商品化的必经之路 $贝壳(BEKE)$ $哔哩哔哩(BILI)$ $阿里巴巴(BABA)$ $好未来(TAL)$ $新东方(EDU)$","html":"感谢支持[比心],长痛不如短痛,教育内卷也是目前的一个大问题,并且是解决学区房商品化的必经之路 $贝壳(BEKE)$ $哔哩哔哩(BILI)$ $阿里巴巴(BABA)$ $好未来(TAL)$ $新东方(EDU)$"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}