啊啊啊啊呀的个人主页 - 老虎社区

啊啊啊啊呀

啊啊啊啊呀认证个人

老虎认证：全职交易者

IP属地：浙江

215关注

865粉丝

15主题

0勋章

啊啊啊啊呀

07-19

我开仓了$CrowdStrike Holdings, Inc.(CRWD)$ ,来看看我最新分享的订单！

啊啊啊啊呀

07-18

我平仓了$SOUN 20260116 7.0 CALL$ ,来看看我最新分享的订单！

啊啊啊啊呀

07-15

我平仓了$SOUN 20250117 5.5 CALL$ ,来看看我最新分享的订单！

啊啊啊啊呀

07-11

我平仓了$PLTR 20250620 40.0 CALL$ ,来看看我最新分享的订单！

啊啊啊啊呀

07-11

我平仓了$PLTR 20250321 34.0 CALL$ ,来看看我最新分享的订单！

啊啊啊啊呀

07-11

我平仓了$INTC 20250321 42.5 CALL$ ,来看看我最新分享的订单！

啊啊啊啊呀

07-11

我开仓了$SOUN 20250117 5.5 CALL$ ,涨了就买

啊啊啊啊呀

07-11

我开仓了$SOUN 20260116 7.0 CALL$ ,涨了

啊啊啊啊呀

07-10

我开仓了$BIDU 20240726 100.0 CALL$ ,来看看我最新分享的订单！

啊啊啊啊呀

07-09

我开仓了$INTC 20240719 33.0 CALL$ ,来看看我最新分享的订单！

啊啊啊啊呀

07-09

我开仓了$INTC 20250321 42.5 CALL$ ,来看看我最新分享的订单！

啊啊啊啊呀

07-08

我开仓了$PLTR 20250321 34.0 CALL$ ,来看看我最新分享的订单！

啊啊啊啊呀

07-08

我开仓了$PLTR 20250620 40.0 CALL$ ,来看看我最新分享的订单！

啊啊啊啊呀

07-08

我平仓了500.0股$Palantir Technologies Inc.(PLTR)$ ,来看看我最新分享的订单！

啊啊啊啊呀

06-26

我平仓了1100.0股$Palantir Technologies Inc.(PLTR)$ ,来看看我最新分享的订单！

啊啊啊啊呀

06-20

我开仓了1150.0股$Palantir Technologies Inc.(PLTR)$ ,来看看我最新分享的订单！

啊啊啊啊呀

05-31

$Faraday Future(FFIE)$ 空它，让它破产

啊啊啊啊呀

05-31

$Faraday Future(FFIE)$ 把ff价格打下来，空它，偷偷增发太气人啦

啊啊啊啊呀

05-20

$Faraday Future(FFIE)$ 看10把

啊啊啊啊呀

05-17

Replying to @不融资不allin:上啊//@不融资不allin:有道理

抱歉，原内容已删除

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了$CrowdStrike Holdings, Inc.(CRWD)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329122385068064","isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328812235075744,"gmtCreate":1721300429775,"gmtModify":1721300503090,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/SOUN 20260116 7.0 CALL\">$SOUN 20260116 7.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了<a href=\"https://laohu8.com/OPT/SOUN 20260116 7.0 CALL\">$SOUN 20260116 7.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了$SOUN 20260116 7.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328812235075744","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327758574067776,"gmtCreate":1721051068901,"gmtModify":1721052183024,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/SOUN 20250117 5.5 CALL\">$SOUN 20250117 5.5 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了<a href=\"https://laohu8.com/OPT/SOUN 20250117 5.5 CALL\">$SOUN 20250117 5.5 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,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326472408977448","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326471525785608,"gmtCreate":1720706657537,"gmtModify":1720706719509,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/PLTR 20250321 34.0 CALL\">$PLTR 20250321 34.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了<a href=\"https://laohu8.com/OPT/PLTR 20250321 34.0 CALL\">$PLTR 20250321 34.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了$PLTR 20250321 34.0 CALL$ 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俄罗斯 美国都有大量的稀土，但是美国不开采，留着以后用。俄罗斯跟美国关系那么差，更不卖给美国了。 所以现在稀土就只有中国有了，至少此时稀土是中国的剑。十几年前，包钢股份牛逼的走势告诉我们什么呢，我应该说的很明白了吧。（包钢股份已经在前几年重组，可能不是最好的稀土公司了，自己去找）当然历史只能给我们借鉴，过去发生的，今后也会变着形式发生。至于稀土公司未来一年股价会涨多少，10倍？20倍？我不知道，这要交给时间。但是这应该会很多很","listText":"稀土元素是一种特殊的金属，它们有着独特的物理和化学性质，可以用来制造磁铁、电机、激光、光纤等高科技产品。而钨、钼、钴等金属，则是用来制造芯片的电极、电路板等部件的主要原料#8月起中国将限制两种稀有金属出口#7月3日，中国商务部和海关总署发布了《关于对镓、锗相关物项实施出口管制的公告》镓和锗是制造半导体和雷达系统的主要原材料。接下去我说说，2006-2007年的稀土。我去查看了一下，当时稀土龙头，包钢股份的股价，大概一年时间，涨了10倍。（当然得考虑到当时是大牛市）下面说一下当时的背景，我去查了一下，当时中美关系似乎还不错，经济上小有摩擦，taiwan问题有点小分歧，高层接触很多，总体关系是不错的。上述是我查搜索看到的，具体关系如何，我不能确定，因为当时我在读初中吧，对这个一点不关心。但是据某朋友比我年长10几岁的人说，当时美国有制裁我们。8月起中国将限制两种稀有金属出口#7月3日，中国商务部和海关总署发布了《关于对镓、锗相关物项实施出口管制的公告》.昨天的新闻意义非凡，说明我们的反制，美国各种在高科技上打压限制我们，我们似乎没什么能反制的。我们有什么强项是美国没有的吗？我们有的基本他们都有，太阳能光伏我们是领先的，但是我门产能过剩，拿这个没法制裁人家，不然杀敌1000自损800。何况是现在如此差的经济环境，如此高的失业率那么就稀土，中国 俄罗斯 美国都有大量的稀土，但是美国不开采，留着以后用。俄罗斯跟美国关系那么差，更不卖给美国了。 所以现在稀土就只有中国有了，至少此时稀土是中国的剑。十几年前，包钢股份牛逼的走势告诉我们什么呢，我应该说的很明白了吧。（包钢股份已经在前几年重组，可能不是最好的稀土公司了，自己去找）当然历史只能给我们借鉴，过去发生的，今后也会变着形式发生。至于稀土公司未来一年股价会涨多少，10倍？20倍？我不知道，这要交给时间。但是这应该会很多很","text":"稀土元素是一种特殊的金属，它们有着独特的物理和化学性质，可以用来制造磁铁、电机、激光、光纤等高科技产品。而钨、钼、钴等金属，则是用来制造芯片的电极、电路板等部件的主要原料#8月起中国将限制两种稀有金属出口#7月3日，中国商务部和海关总署发布了《关于对镓、锗相关物项实施出口管制的公告》镓和锗是制造半导体和雷达系统的主要原材料。接下去我说说，2006-2007年的稀土。我去查看了一下，当时稀土龙头，包钢股份的股价，大概一年时间，涨了10倍。（当然得考虑到当时是大牛市）下面说一下当时的背景，我去查了一下，当时中美关系似乎还不错，经济上小有摩擦，taiwan问题有点小分歧，高层接触很多，总体关系是不错的。上述是我查搜索看到的，具体关系如何，我不能确定，因为当时我在读初中吧，对这个一点不关心。但是据某朋友比我年长10几岁的人说，当时美国有制裁我们。8月起中国将限制两种稀有金属出口#7月3日，中国商务部和海关总署发布了《关于对镓、锗相关物项实施出口管制的公告》.昨天的新闻意义非凡，说明我们的反制，美国各种在高科技上打压限制我们，我们似乎没什么能反制的。我们有什么强项是美国没有的吗？我们有的基本他们都有，太阳能光伏我们是领先的，但是我门产能过剩，拿这个没法制裁人家，不然杀敌1000自损800。何况是现在如此差的经济环境，如此高的失业率那么就稀土，中国 俄罗斯 美国都有大量的稀土，但是美国不开采，留着以后用。俄罗斯跟美国关系那么差，更不卖给美国了。 所以现在稀土就只有中国有了，至少此时稀土是中国的剑。十几年前，包钢股份牛逼的走势告诉我们什么呢，我应该说的很明白了吧。（包钢股份已经在前几年重组，可能不是最好的稀土公司了，自己去找）当然历史只能给我们借鉴，过去发生的，今后也会变着形式发生。至于稀土公司未来一年股价会涨多少，10倍？20倍？我不知道，这要交给时间。但是这应该会很多很","images":[{"img":"https://static.tigerbbs.com/4c2c543d1f2d60dcd7c8109b6f0d3d5e","width":"2532","height":"1170"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":170,"commentSize":11,"repostSize":5,"link":"https://laohu8.com/post/194350000328936","isVote":1,"tweetType":1,"viewCount":12574,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579612413176972","authorId":"3579612413176972","name":"Yonny","avatar":"https://static.tigerbbs.com/231a2860cddd1bf2ffc3c16938f4673d","crmLevel":8,"crmLevelSwitch":1},"content":"稀土这两天杀得有点厉害啊，能接吗","text":"稀土这两天杀得有点厉害啊，能接吗","html":"稀土这两天杀得有点厉害啊，能接吗"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":182658858082360,"gmtCreate":1685603120055,"gmtModify":1685603382058,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"关于联想调研的想法","htmlText":"非常荣幸得到参观联想的机会，在这要感谢老虎证券提供这次机会！ 首先说一下，我对于服务器，AI等并不懂，所以这次调研我并没有向联想的工作人员提出任何疑问，我只是听只是看！ 联想印象中一直是一家组装电脑，卖电脑的公司，记得我读书的时候，学校里都是用联想，包括学生也买联想电脑，因为联想名气大，而且销售服务维修网点多！ 联想的接待人员说到，过去几年他们在非pc业务上有非常大的营收增长，比如服务器，云算力等，并且给非常多的企业提供服务器等，比如大客户，抖音等，小客户如极氪(据联想人说原本购买阿里的云服务，发现并不好用，阿里人因为过于庞大，不能及时处理出现的问题，而且自己想联想买服务器，处理算力更便宜) 总之，就是联想有竞争力。 联想工作人员一直说自己是全球化公司。 现在微软是他们国外最大的客户。有大客户就有饭吃，这一点是比较好的。不怎么怕经济危机了。 但是，据我所知。最近联想好像在政府、事业单位里并不很吃香。我所在的城市是宁波，政府更换电脑有要求，竞标方得用浪潮、华为的硬件跟系统，可能出于网络安全的原因吧，反正曾经政府也都是用联想的硬件，但是为啥如今确坚持不用呢！这是很关键的点，政府不放心呀，联想去年因为工资门的事情，口碑并不好。联想到底是中国企业还是外国企业，大家都不知道。至少政府没当他是中国企业，我不知道其他地方是怎么样的，至少宁波是这样的。 在中国，企业得不到政府的支持，那就大概率不会发展的好。 还有一点，做服务器，做算力服务器很难吗！ 我不知道啊！但是好像大家都能组装，比如浪潮，华为能，包括腾讯、阿里也是自己设计自己组装服务器等。当然组装也得靠经验，联想做电脑太多年，经验丰富，但是经验这个东西学的也很快，只要给订单，让你去试。 至于联想能不能投，人者叫仁，智者见智吧！如果足够便宜当然能投，问题是现在足够便宜吗？大家自行判断","listText":"非常荣幸得到参观联想的机会，在这要感谢老虎证券提供这次机会！ 首先说一下，我对于服务器，AI等并不懂，所以这次调研我并没有向联想的工作人员提出任何疑问，我只是听只是看！ 联想印象中一直是一家组装电脑，卖电脑的公司，记得我读书的时候，学校里都是用联想，包括学生也买联想电脑，因为联想名气大，而且销售服务维修网点多！ 联想的接待人员说到，过去几年他们在非pc业务上有非常大的营收增长，比如服务器，云算力等，并且给非常多的企业提供服务器等，比如大客户，抖音等，小客户如极氪(据联想人说原本购买阿里的云服务，发现并不好用，阿里人因为过于庞大，不能及时处理出现的问题，而且自己想联想买服务器，处理算力更便宜) 总之，就是联想有竞争力。 联想工作人员一直说自己是全球化公司。 现在微软是他们国外最大的客户。有大客户就有饭吃，这一点是比较好的。不怎么怕经济危机了。 但是，据我所知。最近联想好像在政府、事业单位里并不很吃香。我所在的城市是宁波，政府更换电脑有要求，竞标方得用浪潮、华为的硬件跟系统，可能出于网络安全的原因吧，反正曾经政府也都是用联想的硬件，但是为啥如今确坚持不用呢！这是很关键的点，政府不放心呀，联想去年因为工资门的事情，口碑并不好。联想到底是中国企业还是外国企业，大家都不知道。至少政府没当他是中国企业，我不知道其他地方是怎么样的，至少宁波是这样的。 在中国，企业得不到政府的支持，那就大概率不会发展的好。 还有一点，做服务器，做算力服务器很难吗！ 我不知道啊！但是好像大家都能组装，比如浪潮，华为能，包括腾讯、阿里也是自己设计自己组装服务器等。当然组装也得靠经验，联想做电脑太多年，经验丰富，但是经验这个东西学的也很快，只要给订单，让你去试。 至于联想能不能投，人者叫仁，智者见智吧！如果足够便宜当然能投，问题是现在足够便宜吗？大家自行判断","text":"非常荣幸得到参观联想的机会，在这要感谢老虎证券提供这次机会！ 首先说一下，我对于服务器，AI等并不懂，所以这次调研我并没有向联想的工作人员提出任何疑问，我只是听只是看！ 联想印象中一直是一家组装电脑，卖电脑的公司，记得我读书的时候，学校里都是用联想，包括学生也买联想电脑，因为联想名气大，而且销售服务维修网点多！ 联想的接待人员说到，过去几年他们在非pc业务上有非常大的营收增长，比如服务器，云算力等，并且给非常多的企业提供服务器等，比如大客户，抖音等，小客户如极氪(据联想人说原本购买阿里的云服务，发现并不好用，阿里人因为过于庞大，不能及时处理出现的问题，而且自己想联想买服务器，处理算力更便宜) 总之，就是联想有竞争力。 联想工作人员一直说自己是全球化公司。 现在微软是他们国外最大的客户。有大客户就有饭吃，这一点是比较好的。不怎么怕经济危机了。 但是，据我所知。最近联想好像在政府、事业单位里并不很吃香。我所在的城市是宁波，政府更换电脑有要求，竞标方得用浪潮、华为的硬件跟系统，可能出于网络安全的原因吧，反正曾经政府也都是用联想的硬件，但是为啥如今确坚持不用呢！这是很关键的点，政府不放心呀，联想去年因为工资门的事情，口碑并不好。联想到底是中国企业还是外国企业，大家都不知道。至少政府没当他是中国企业，我不知道其他地方是怎么样的，至少宁波是这样的。 在中国，企业得不到政府的支持，那就大概率不会发展的好。 还有一点，做服务器，做算力服务器很难吗！ 我不知道啊！但是好像大家都能组装，比如浪潮，华为能，包括腾讯、阿里也是自己设计自己组装服务器等。当然组装也得靠经验，联想做电脑太多年，经验丰富，但是经验这个东西学的也很快，只要给订单，让你去试。 至于联想能不能投，人者叫仁，智者见智吧！如果足够便宜当然能投，问题是现在足够便宜吗？大家自行判断","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":6,"repostSize":3,"link":"https://laohu8.com/post/182658858082360","isVote":1,"tweetType":1,"viewCount":2573,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000224","authorId":"9000000000000224","name":"家有猛犬","avatar":"https://static.tigerbbs.com/7245126214eaddb24b9d989ed5703968","crmLevel":1,"crmLevelSwitch":0},"content":"一直说自己是全球化公司的公司是自卑的公司","text":"一直说自己是全球化公司的公司是自卑的公司","html":"一直说自己是全球化公司的公司是自卑的公司"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207740378599600,"gmtCreate":1691741379459,"gmtModify":1691742127811,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"谈谈历史上的高科技也高科技首富","htmlText":"自从英国工业革命以来，出现各种当时那个时代的高科技，蒸汽机，钢铁，电力，火车，铁轮，轮船，福特汽车，计算机，数据人工智能等 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茅台与瑞幸的合作，让茅台重高端属性上往相对低端走，喝不起茅台酒的人也可以吃到茅台版咖啡。在之前，茅台已经开始自己做茅台啤酒，茅台冰激凌，但是显然是没有这次成功的。 这次我看到的现象是我自己的微信朋友圈好多人在晒酱香咖啡。这让茅台的曝光度大大增加，虽然这并不会提高多少茅台酒的销售。但是在现在消费降级的时代，茅台的受普通没那么有钱的群体的欢迎，是不是从另一个角度说，茅台大多数人喝不起呢？会不会反而让喝得起茅台酒的人觉得喝茅台酒更加与众不同，高人一等呢，从而对保持茅台酒的销售是不是有好处呢？我觉得是的。 而且茅台的下沉，可能茅台会做其他品类的东西，比如说茅台洗发水，茅台毛巾等等。 做这些品类的目的也不是说为挣多少钱，就是要获得曝光度，有个存在感。 对于瑞幸，这次合作的爆火，让他的售价往更高的价格走，好像现在酱香咖啡卖30左右，而且买的人超级多，这个爆款能给瑞幸带来多大的销售额呢！短期1-2周看挺多，但是更长时间看我觉得消费者的好奇心与优越感也会很快消散。 但至少瑞幸也获得了很大的流量，这次合作帮瑞幸宣传达到了很大的效果！ 这让我想到了22年5月份的帐篷股，五一期间，我看到很多人在朋友圈晒露营⛺️的照片。 &nbsp;当时我就明白，五一节日归来，帐篷股得涨一波（当时的逻辑是封控期间根本不让出市出省，但是节假日还的去玩呀，得让自己压抑的心情得到舒缓）那当时或外露营器材是个好生意呀。 从上次这个案例看看，瑞幸咖啡这次会不会涨，大概率会涨的，受朋友圈情绪影响，大概率明天或者接下去几天能大涨一波，毕竟流量的力量是巨大的。 但是能涨很多嘛，我看也未必，毕竟从2020年的6月不到1块钱到现在已经是","listText":"最近一天，朋友圈里的茅台与瑞幸联名的咖啡火了，我已经看到好多人拍照发朋友圈。 茅台酒的属性是社交，喝的就是一个贵，有面子（并不见的有多好喝）瑞幸咖啡的属性的好喝又实惠，9.9买一杯，主打一个性价比。 茅台与瑞幸的合作，让茅台重高端属性上往相对低端走，喝不起茅台酒的人也可以吃到茅台版咖啡。在之前，茅台已经开始自己做茅台啤酒，茅台冰激凌，但是显然是没有这次成功的。 这次我看到的现象是我自己的微信朋友圈好多人在晒酱香咖啡。这让茅台的曝光度大大增加，虽然这并不会提高多少茅台酒的销售。但是在现在消费降级的时代，茅台的受普通没那么有钱的群体的欢迎，是不是从另一个角度说，茅台大多数人喝不起呢？会不会反而让喝得起茅台酒的人觉得喝茅台酒更加与众不同，高人一等呢，从而对保持茅台酒的销售是不是有好处呢？我觉得是的。 而且茅台的下沉，可能茅台会做其他品类的东西，比如说茅台洗发水，茅台毛巾等等。 做这些品类的目的也不是说为挣多少钱，就是要获得曝光度，有个存在感。 对于瑞幸，这次合作的爆火，让他的售价往更高的价格走，好像现在酱香咖啡卖30左右，而且买的人超级多，这个爆款能给瑞幸带来多大的销售额呢！短期1-2周看挺多，但是更长时间看我觉得消费者的好奇心与优越感也会很快消散。 但至少瑞幸也获得了很大的流量，这次合作帮瑞幸宣传达到了很大的效果！ 这让我想到了22年5月份的帐篷股，五一期间，我看到很多人在朋友圈晒露营⛺️的照片。 &nbsp;当时我就明白，五一节日归来，帐篷股得涨一波（当时的逻辑是封控期间根本不让出市出省，但是节假日还的去玩呀，得让自己压抑的心情得到舒缓）那当时或外露营器材是个好生意呀。 从上次这个案例看看，瑞幸咖啡这次会不会涨，大概率会涨的，受朋友圈情绪影响，大概率明天或者接下去几天能大涨一波，毕竟流量的力量是巨大的。 但是能涨很多嘛，我看也未必，毕竟从2020年的6月不到1块钱到现在已经是","text":"最近一天，朋友圈里的茅台与瑞幸联名的咖啡火了，我已经看到好多人拍照发朋友圈。 茅台酒的属性是社交，喝的就是一个贵，有面子（并不见的有多好喝）瑞幸咖啡的属性的好喝又实惠，9.9买一杯，主打一个性价比。 茅台与瑞幸的合作，让茅台重高端属性上往相对低端走，喝不起茅台酒的人也可以吃到茅台版咖啡。在之前，茅台已经开始自己做茅台啤酒，茅台冰激凌，但是显然是没有这次成功的。 这次我看到的现象是我自己的微信朋友圈好多人在晒酱香咖啡。这让茅台的曝光度大大增加，虽然这并不会提高多少茅台酒的销售。但是在现在消费降级的时代，茅台的受普通没那么有钱的群体的欢迎，是不是从另一个角度说，茅台大多数人喝不起呢？会不会反而让喝得起茅台酒的人觉得喝茅台酒更加与众不同，高人一等呢，从而对保持茅台酒的销售是不是有好处呢？我觉得是的。 而且茅台的下沉，可能茅台会做其他品类的东西，比如说茅台洗发水，茅台毛巾等等。 做这些品类的目的也不是说为挣多少钱，就是要获得曝光度，有个存在感。 对于瑞幸，这次合作的爆火，让他的售价往更高的价格走，好像现在酱香咖啡卖30左右，而且买的人超级多，这个爆款能给瑞幸带来多大的销售额呢！短期1-2周看挺多，但是更长时间看我觉得消费者的好奇心与优越感也会很快消散。 但至少瑞幸也获得了很大的流量，这次合作帮瑞幸宣传达到了很大的效果！ 这让我想到了22年5月份的帐篷股，五一期间，我看到很多人在朋友圈晒露营⛺️的照片。 当时我就明白，五一节日归来，帐篷股得涨一波（当时的逻辑是封控期间根本不让出市出省，但是节假日还的去玩呀，得让自己压抑的心情得到舒缓）那当时或外露营器材是个好生意呀。 从上次这个案例看看，瑞幸咖啡这次会不会涨，大概率会涨的，受朋友圈情绪影响，大概率明天或者接下去几天能大涨一波，毕竟流量的力量是巨大的。 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pro，一些博主说很震撼，我个人感觉这是划时代的产品。说到价格，3499美金的价格确实贵，的确能阻挡住很多人购买的想法，但是呢，地球上买的起这个的人很多很多，他们愿意为美好的事物买单。vision pro现在只是发布个消息，热身而已，短期内谁也不知道这个苹果头显能不能成功。明年年初才会正式开售。这个头显可能是一个划时代的产品，不过不代表他就能够成功。苹果说他将与迪士尼视频跟u合作，对于迪士尼，，他能够提供一些视频。对于喜欢看视频的人来说，迪士尼的加入，能够丰富苹果头显的视频资源生态，这是好事。但是这并不是最关键的。最关键的是u，为苹果头显提供制作3D应用开发的底层软件。这家公司世面上一大半的游戏就是用他开发的，比如元神，王者荣耀等等。u收费想比竞争对手收费更低，上手快，缺点是3D效果没他的竞争对手清晰震撼。话说苹果头显的成败，还真靠u，首先头显现在没有应用程序，这是一个新产品。现在最重要的是，开发者，帮助苹果来开发应用程序。我们知道，只有某个产品，销量大，用户多，才会吸引更多的应用开发者，不错，开发者是来挣钱的，不是做义工的。但是新产品，就会涉及到先有用户，还是先有应用程序的问题。&nbsp; 苹果作为超级大的企业，他的用户基数是庞大的，那么虽然可能只有很少比例的用户会购买苹果头显，但是还是很多人，那么这就会吸引开发者为苹果开发头显程序，随着有越来越多的程序出现，也会吸引越来越多的人购买苹果头显，这二者相互促进。&nbsp; 我还记得诺基亚手机是怎么破产卖身的，一开始诺基亚有自己的智能操作软件 塞班。但是后面市场出了ios跟安卓，非常好用。后面发现自己的塞班系统越来越不吃香，随着微软出了windows phone system软件，诺基亚选择了微软wps，可能是这个系统没ios跟安卓好用，刚开始有人给微软开发程序，但是用户并没有增加多少，后面就没用","listText":"上周出了苹果vision pro，一些博主说很震撼，我个人感觉这是划时代的产品。说到价格，3499美金的价格确实贵，的确能阻挡住很多人购买的想法，但是呢，地球上买的起这个的人很多很多，他们愿意为美好的事物买单。vision pro现在只是发布个消息，热身而已，短期内谁也不知道这个苹果头显能不能成功。明年年初才会正式开售。这个头显可能是一个划时代的产品，不过不代表他就能够成功。苹果说他将与迪士尼视频跟u合作，对于迪士尼，，他能够提供一些视频。对于喜欢看视频的人来说，迪士尼的加入，能够丰富苹果头显的视频资源生态，这是好事。但是这并不是最关键的。最关键的是u，为苹果头显提供制作3D应用开发的底层软件。这家公司世面上一大半的游戏就是用他开发的，比如元神，王者荣耀等等。u收费想比竞争对手收费更低，上手快，缺点是3D效果没他的竞争对手清晰震撼。话说苹果头显的成败，还真靠u，首先头显现在没有应用程序，这是一个新产品。现在最重要的是，开发者，帮助苹果来开发应用程序。我们知道，只有某个产品，销量大，用户多，才会吸引更多的应用开发者，不错，开发者是来挣钱的，不是做义工的。但是新产品，就会涉及到先有用户，还是先有应用程序的问题。&nbsp; 苹果作为超级大的企业，他的用户基数是庞大的，那么虽然可能只有很少比例的用户会购买苹果头显，但是还是很多人，那么这就会吸引开发者为苹果开发头显程序，随着有越来越多的程序出现，也会吸引越来越多的人购买苹果头显，这二者相互促进。&nbsp; 我还记得诺基亚手机是怎么破产卖身的，一开始诺基亚有自己的智能操作软件 塞班。但是后面市场出了ios跟安卓，非常好用。后面发现自己的塞班系统越来越不吃香，随着微软出了windows phone system软件，诺基亚选择了微软wps，可能是这个系统没ios跟安卓好用，刚开始有人给微软开发程序，但是用户并没有增加多少，后面就没用","text":"上周出了苹果vision pro，一些博主说很震撼，我个人感觉这是划时代的产品。说到价格，3499美金的价格确实贵，的确能阻挡住很多人购买的想法，但是呢，地球上买的起这个的人很多很多，他们愿意为美好的事物买单。vision pro现在只是发布个消息，热身而已，短期内谁也不知道这个苹果头显能不能成功。明年年初才会正式开售。这个头显可能是一个划时代的产品，不过不代表他就能够成功。苹果说他将与迪士尼视频跟u合作，对于迪士尼，，他能够提供一些视频。对于喜欢看视频的人来说，迪士尼的加入，能够丰富苹果头显的视频资源生态，这是好事。但是这并不是最关键的。最关键的是u，为苹果头显提供制作3D应用开发的底层软件。这家公司世面上一大半的游戏就是用他开发的，比如元神，王者荣耀等等。u收费想比竞争对手收费更低，上手快，缺点是3D效果没他的竞争对手清晰震撼。话说苹果头显的成败，还真靠u，首先头显现在没有应用程序，这是一个新产品。现在最重要的是，开发者，帮助苹果来开发应用程序。我们知道，只有某个产品，销量大，用户多，才会吸引更多的应用开发者，不错，开发者是来挣钱的，不是做义工的。但是新产品，就会涉及到先有用户，还是先有应用程序的问题。 苹果作为超级大的企业，他的用户基数是庞大的，那么虽然可能只有很少比例的用户会购买苹果头显，但是还是很多人，那么这就会吸引开发者为苹果开发头显程序，随着有越来越多的程序出现，也会吸引越来越多的人购买苹果头显，这二者相互促进。 我还记得诺基亚手机是怎么破产卖身的，一开始诺基亚有自己的智能操作软件 塞班。但是后面市场出了ios跟安卓，非常好用。后面发现自己的塞班系统越来越不吃香，随着微软出了windows phone system软件，诺基亚选择了微软wps，可能是这个系统没ios跟安卓好用，刚开始有人给微软开发程序，但是用户并没有增加多少，后面就没用","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/188138364608672","isVote":1,"tweetType":1,"viewCount":3040,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010327","authorId":"10000000000010327","name":"哆啦A梦的口袋喵","avatar":"https://static.tigerbbs.com/a94e1c16c6ab461bc7dfe771c43b9c23","crmLevel":1,"crmLevelSwitch":0},"content":"苹果与u合作,可谓是强强联合 $苹果(AAPL)$ $Unity Software Inc.(U)$","text":"苹果与u合作,可谓是强强联合 $苹果(AAPL)$ $Unity Software Inc.(U)$","html":"苹果与u合作,可谓是强强联合 $苹果(AAPL)$ $Unity Software Inc.(U)$"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209191965663384,"gmtCreate":1692107889545,"gmtModify":1720494058679,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了$腾讯音乐(TME)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":5,"link":"https://laohu8.com/post/209191965663384","isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1},"content":"经济不好，花小钱买音乐会员娱乐自己","text":"经济不好，花小钱买音乐会员娱乐自己","html":"经济不好，花小钱买音乐会员娱乐自己"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199468749828256,"gmtCreate":1689696883168,"gmtModify":1689696886120,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"说说巴菲特的价值投资","htmlText":"巴菲特说的价值投资是以合理的价格买入伟大的公司，我可以理解成当价格约等于（略高于，低于或者等于）内在价值时买入。 这一点我是不认同的，首先什么是合理？什么是内在价值？ 内在价值不同的人参照标准不同，巴菲特的标准是，这家公司一年能挣多少钱，然后乘以一个行业估值背书，当公司明天挣钱更多了，以当年挣的钱乘以倍数，关键是这个倍数也是变化的，很难衡量。&nbsp;&nbsp; 举个例子，房子的内在价值是什么？相同的房子，今年的房子比去年的便宜，房子内在价值变了吗，同一个地段产生的租金收入基本相同，差异不大，但是房价变很多。&nbsp; &nbsp;谁能告诉我房子的内在价值是什么？是土地，是建房子的人付出的汗水？是装修时设计师付出的聪明才智。 巴菲特，我认为他是一个做庄的人，凭借着资金体量大，凭借着影响力大操控市场。比如日本的五大商社，三菱，住友等。巴菲特他老人家买了，然后放出消息，更多的人跟着买入，帮他抬轿子。 巴菲特是成功的，但是他所做的贡献，我觉得并没有他的名气大。 他的价值投资不适合普通大众，包括你我。我觉得他的价值投资是误导人的，这是伪概念<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>","listText":"巴菲特说的价值投资是以合理的价格买入伟大的公司，我可以理解成当价格约等于（略高于，低于或者等于）内在价值时买入。 这一点我是不认同的，首先什么是合理？什么是内在价值？ 内在价值不同的人参照标准不同，巴菲特的标准是，这家公司一年能挣多少钱，然后乘以一个行业估值背书，当公司明天挣钱更多了，以当年挣的钱乘以倍数，关键是这个倍数也是变化的，很难衡量。&nbsp;&nbsp; 举个例子，房子的内在价值是什么？相同的房子，今年的房子比去年的便宜，房子内在价值变了吗，同一个地段产生的租金收入基本相同，差异不大，但是房价变很多。&nbsp; &nbsp;谁能告诉我房子的内在价值是什么？是土地，是建房子的人付出的汗水？是装修时设计师付出的聪明才智。 巴菲特，我认为他是一个做庄的人，凭借着资金体量大，凭借着影响力大操控市场。比如日本的五大商社，三菱，住友等。巴菲特他老人家买了，然后放出消息，更多的人跟着买入，帮他抬轿子。 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