+关注
greennnnnn
朋友说,逃顶也是一种天赋啊。嗯,我更喜欢写空头分析。
IP属地:天津
52
关注
2
粉丝
1
主题
0
勋章
主贴
热门
greennnnnn
2022-08-09
$新东方(EDU)$
$新东方在线(01797)$
我看好东方甄选,在于他走的是国企路线。解决农民收入问题是中央重点工作,现在来看,东方甄选极有可能走出一条解决这个问题的可持续的道路来。也许它牟取暴利的能力不强,但它的模式符合当下国情。主播不再是大IP,不再追求单场销售额,而是以上班拿工资的形式工作。这很体制内,就跟电视台一样,经久不衰,而且直接推进整个行业良性发展的趋势。国家整治直播行业势在必行,到时候东方甄选会活下来,甚至成为新规则的制定者。
greennnnnn
2022-08-05
$哔哩哔哩(BILI)$
下一波估值空间在B站自制剧上,注入奈飞基因。自制剧要做那种可以出口水平的才行,是个挑战,但是挑战成功,那就是一波大涨,并且融资能力很持久。
greennnnnn
2022-08-02
$特斯拉(TSLA)$
个股情况再好也逃不开大盘大势,上一次逃顶价格是1400,判断正确。今天我没有持股,就是觉得现在这个时间点特斯拉如果上1000不正常,虽然市场在我眼里经常不正常(过度反应),但是上1000的话就[疑问] [疑问] 短期内,我觉得贵了。因为Tesla的寡头地位是人工智能决定的,不是电池,而人工智能的价值变现一时半会实现不了,还需要大数据支持。一旦美股资金要出逃,先跑的就是这么贵的而核心价值还不能变现的公司
greennnnnn
2022-08-01
$BOSS直聘(BZ)$
不能看有多少人找工作,而要看有多少人招聘。还是看空吧……
greennnnnn
2022-07-26
$趣店(QD)$
先不说罗敏这黑历史在China能不能混下去,就说这预制菜,保质期也就三天,还得冷链运输,这是什么成本,菜也不能现做吧?现在看直播间的反馈,17号下单的还没发货,大概率就是有了订单再生产,以控制成本。你这不仅是预制菜,还是预售菜。又是那个空手套白狼的商业模式。因为做出来的话一旦卖不出去就是损失,不扔的话回收再加工就又是赚昧良心的钱,而且太容易被吃出来了。吃枣药丸。再说口味,众口难调,预制菜能有多好吃?国内有几家做面的预制菜还不错,有的需要冷冻,有的有保鲜时间,他们的市场份额也就是那些。为什么?因为有外卖啊。现在经济这么难,你卖得比外卖贵,如果口味不出众,干嘛要吃你?黄焖鸡米饭才十几块钱,你20一盒,还得做,还不新鲜,也就图个卫生。那个不会做菜的人,给他这么复杂的预制菜也做不好吃的。所以就预制面什么的比较靠谱,一股脑放锅里煮就完了。预制菜,特殊时期的产物,火了一把不代表真的有投资价值。马克思主义告诉我们,真理离开了存在的前提会变成谬误。
greennnnnn
2021-12-10
$BOSS直聘(BZ)$
前一波涨幅是因为互联网大厂裁员吧,消息太透明了,买的人太多,过度反应了。
greennnnnn
2021-08-12
$新东方(EDU)$
在这场教育市场争夺战中,新东方都没做过广告,并且是全行业唯一一家会花三个月的时间培训老师的公司,那些铺天盖地吹大牛的恶俗互联网资本跟xdf比起来,根本就是教育行业小班生。
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3468118394265606,"uuid":"3468118394265606","gmtCreate":1505024676234,"gmtModify":1659372326148,"name":"greennnnnn","pinyin":"greennnnnn","introduction":"","introductionEn":"","signature":"朋友说,逃顶也是一种天赋啊。嗯,我更喜欢写空头分析。","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":52,"tweetSize":7,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.93%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a97bce155cb14045be40c3fe246e8d20-1","templateUuid":"a97bce155cb14045be40c3fe246e8d20","name":"新晋创作者","description":"首次获得精华帖的创作者","bigImgUrl":"https://static.tigerbbs.com/4ce9180a952c61a51c39f70d533b81a7","smallImgUrl":"https://static.tigerbbs.com/f98cf16cf4b858114f7ab9a779f9e6f1","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2005},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.06%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"天津","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":684039339,"gmtCreate":1659976156827,"gmtModify":1659977320247,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a><a href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a>我看好东方甄选,在于他走的是国企路线。解决农民收入问题是中央重点工作,现在来看,东方甄选极有可能走出一条解决这个问题的可持续的道路来。也许它牟取暴利的能力不强,但它的模式符合当下国情。主播不再是大IP,不再追求单场销售额,而是以上班拿工资的形式工作。这很体制内,就跟电视台一样,经久不衰,而且直接推进整个行业良性发展的趋势。国家整治直播行业势在必行,到时候东方甄选会活下来,甚至成为新规则的制定者。","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a><a href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a>我看好东方甄选,在于他走的是国企路线。解决农民收入问题是中央重点工作,现在来看,东方甄选极有可能走出一条解决这个问题的可持续的道路来。也许它牟取暴利的能力不强,但它的模式符合当下国情。主播不再是大IP,不再追求单场销售额,而是以上班拿工资的形式工作。这很体制内,就跟电视台一样,经久不衰,而且直接推进整个行业良性发展的趋势。国家整治直播行业势在必行,到时候东方甄选会活下来,甚至成为新规则的制定者。","text":"$新东方(EDU)$$新东方在线(01797)$我看好东方甄选,在于他走的是国企路线。解决农民收入问题是中央重点工作,现在来看,东方甄选极有可能走出一条解决这个问题的可持续的道路来。也许它牟取暴利的能力不强,但它的模式符合当下国情。主播不再是大IP,不再追求单场销售额,而是以上班拿工资的形式工作。这很体制内,就跟电视台一样,经久不衰,而且直接推进整个行业良性发展的趋势。国家整治直播行业势在必行,到时候东方甄选会活下来,甚至成为新规则的制定者。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/684039339","isVote":1,"tweetType":1,"viewCount":8478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685675707,"gmtCreate":1659630643614,"gmtModify":1659630643614,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>下一波估值空间在B站自制剧上,注入奈飞基因。自制剧要做那种可以出口水平的才行,是个挑战,但是挑战成功,那就是一波大涨,并且融资能力很持久。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>下一波估值空间在B站自制剧上,注入奈飞基因。自制剧要做那种可以出口水平的才行,是个挑战,但是挑战成功,那就是一波大涨,并且融资能力很持久。","text":"$哔哩哔哩(BILI)$下一波估值空间在B站自制剧上,注入奈飞基因。自制剧要做那种可以出口水平的才行,是个挑战,但是挑战成功,那就是一波大涨,并且融资能力很持久。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685675707","isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685935233,"gmtCreate":1659373198326,"gmtModify":1659373447371,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>个股情况再好也逃不开大盘大势,上一次逃顶价格是1400,判断正确。今天我没有持股,就是觉得现在这个时间点特斯拉如果上1000不正常,虽然市场在我眼里经常不正常(过度反应),但是上1000的话就[疑问] [疑问] 短期内,我觉得贵了。因为Tesla的寡头地位是人工智能决定的,不是电池,而人工智能的价值变现一时半会实现不了,还需要大数据支持。一旦美股资金要出逃,先跑的就是这么贵的而核心价值还不能变现的公司","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>个股情况再好也逃不开大盘大势,上一次逃顶价格是1400,判断正确。今天我没有持股,就是觉得现在这个时间点特斯拉如果上1000不正常,虽然市场在我眼里经常不正常(过度反应),但是上1000的话就[疑问] [疑问] 短期内,我觉得贵了。因为Tesla的寡头地位是人工智能决定的,不是电池,而人工智能的价值变现一时半会实现不了,还需要大数据支持。一旦美股资金要出逃,先跑的就是这么贵的而核心价值还不能变现的公司","text":"$特斯拉(TSLA)$个股情况再好也逃不开大盘大势,上一次逃顶价格是1400,判断正确。今天我没有持股,就是觉得现在这个时间点特斯拉如果上1000不正常,虽然市场在我眼里经常不正常(过度反应),但是上1000的话就[疑问] [疑问] 短期内,我觉得贵了。因为Tesla的寡头地位是人工智能决定的,不是电池,而人工智能的价值变现一时半会实现不了,还需要大数据支持。一旦美股资金要出逃,先跑的就是这么贵的而核心价值还不能变现的公司","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":8,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/685935233","isVote":1,"tweetType":1,"viewCount":12836,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000305","authorId":"9000000000000305","name":"该买哪一只","avatar":"https://static.tigerbbs.com/e56f3c37882a6025b6c89e7973ed332c","crmLevel":1,"crmLevelSwitch":0},"content":"博主观点犀利啊!","text":"博主观点犀利啊!","html":"博主观点犀利啊!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685939823,"gmtCreate":1659369519165,"gmtModify":1659369519165,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>不能看有多少人找工作,而要看有多少人招聘。还是看空吧……","listText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>不能看有多少人找工作,而要看有多少人招聘。还是看空吧……","text":"$BOSS直聘(BZ)$不能看有多少人找工作,而要看有多少人招聘。还是看空吧……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/685939823","isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682118287,"gmtCreate":1658831301154,"gmtModify":1658906509348,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QD\">$趣店(QD)$</a>先不说罗敏这黑历史在China能不能混下去,就说这预制菜,保质期也就三天,还得冷链运输,这是什么成本,菜也不能现做吧?现在看直播间的反馈,17号下单的还没发货,大概率就是有了订单再生产,以控制成本。你这不仅是预制菜,还是预售菜。又是那个空手套白狼的商业模式。因为做出来的话一旦卖不出去就是损失,不扔的话回收再加工就又是赚昧良心的钱,而且太容易被吃出来了。吃枣药丸。再说口味,众口难调,预制菜能有多好吃?国内有几家做面的预制菜还不错,有的需要冷冻,有的有保鲜时间,他们的市场份额也就是那些。为什么?因为有外卖啊。现在经济这么难,你卖得比外卖贵,如果口味不出众,干嘛要吃你?黄焖鸡米饭才十几块钱,你20一盒,还得做,还不新鲜,也就图个卫生。那个不会做菜的人,给他这么复杂的预制菜也做不好吃的。所以就预制面什么的比较靠谱,一股脑放锅里煮就完了。预制菜,特殊时期的产物,火了一把不代表真的有投资价值。马克思主义告诉我们,真理离开了存在的前提会变成谬误。","listText":"<a href=\"https://laohu8.com/S/QD\">$趣店(QD)$</a>先不说罗敏这黑历史在China能不能混下去,就说这预制菜,保质期也就三天,还得冷链运输,这是什么成本,菜也不能现做吧?现在看直播间的反馈,17号下单的还没发货,大概率就是有了订单再生产,以控制成本。你这不仅是预制菜,还是预售菜。又是那个空手套白狼的商业模式。因为做出来的话一旦卖不出去就是损失,不扔的话回收再加工就又是赚昧良心的钱,而且太容易被吃出来了。吃枣药丸。再说口味,众口难调,预制菜能有多好吃?国内有几家做面的预制菜还不错,有的需要冷冻,有的有保鲜时间,他们的市场份额也就是那些。为什么?因为有外卖啊。现在经济这么难,你卖得比外卖贵,如果口味不出众,干嘛要吃你?黄焖鸡米饭才十几块钱,你20一盒,还得做,还不新鲜,也就图个卫生。那个不会做菜的人,给他这么复杂的预制菜也做不好吃的。所以就预制面什么的比较靠谱,一股脑放锅里煮就完了。预制菜,特殊时期的产物,火了一把不代表真的有投资价值。马克思主义告诉我们,真理离开了存在的前提会变成谬误。","text":"$趣店(QD)$先不说罗敏这黑历史在China能不能混下去,就说这预制菜,保质期也就三天,还得冷链运输,这是什么成本,菜也不能现做吧?现在看直播间的反馈,17号下单的还没发货,大概率就是有了订单再生产,以控制成本。你这不仅是预制菜,还是预售菜。又是那个空手套白狼的商业模式。因为做出来的话一旦卖不出去就是损失,不扔的话回收再加工就又是赚昧良心的钱,而且太容易被吃出来了。吃枣药丸。再说口味,众口难调,预制菜能有多好吃?国内有几家做面的预制菜还不错,有的需要冷冻,有的有保鲜时间,他们的市场份额也就是那些。为什么?因为有外卖啊。现在经济这么难,你卖得比外卖贵,如果口味不出众,干嘛要吃你?黄焖鸡米饭才十几块钱,你20一盒,还得做,还不新鲜,也就图个卫生。那个不会做菜的人,给他这么复杂的预制菜也做不好吃的。所以就预制面什么的比较靠谱,一股脑放锅里煮就完了。预制菜,特殊时期的产物,火了一把不代表真的有投资价值。马克思主义告诉我们,真理离开了存在的前提会变成谬误。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":4,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/682118287","isVote":1,"tweetType":1,"viewCount":10983,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"content":"服务行业不好做,特别是餐饮更不好做,众口难调。","text":"服务行业不好做,特别是餐饮更不好做,众口难调。","html":"服务行业不好做,特别是餐饮更不好做,众口难调。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605889710,"gmtCreate":1639144602546,"gmtModify":1639144602546,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>前一波涨幅是因为互联网大厂裁员吧,消息太透明了,买的人太多,过度反应了。","listText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>前一波涨幅是因为互联网大厂裁员吧,消息太透明了,买的人太多,过度反应了。","text":"$BOSS直聘(BZ)$前一波涨幅是因为互联网大厂裁员吧,消息太透明了,买的人太多,过度反应了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605889710","isVote":1,"tweetType":1,"viewCount":1640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895911398,"gmtCreate":1628703337914,"gmtModify":1628703337914,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>在这场教育市场争夺战中,新东方都没做过广告,并且是全行业唯一一家会花三个月的时间培训老师的公司,那些铺天盖地吹大牛的恶俗互联网资本跟xdf比起来,根本就是教育行业小班生。","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>在这场教育市场争夺战中,新东方都没做过广告,并且是全行业唯一一家会花三个月的时间培训老师的公司,那些铺天盖地吹大牛的恶俗互联网资本跟xdf比起来,根本就是教育行业小班生。","text":"$新东方(EDU)$在这场教育市场争夺战中,新东方都没做过广告,并且是全行业唯一一家会花三个月的时间培训老师的公司,那些铺天盖地吹大牛的恶俗互联网资本跟xdf比起来,根本就是教育行业小班生。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895911398","isVote":1,"tweetType":1,"viewCount":2496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":682118287,"gmtCreate":1658831301154,"gmtModify":1658906509348,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QD\">$趣店(QD)$</a>先不说罗敏这黑历史在China能不能混下去,就说这预制菜,保质期也就三天,还得冷链运输,这是什么成本,菜也不能现做吧?现在看直播间的反馈,17号下单的还没发货,大概率就是有了订单再生产,以控制成本。你这不仅是预制菜,还是预售菜。又是那个空手套白狼的商业模式。因为做出来的话一旦卖不出去就是损失,不扔的话回收再加工就又是赚昧良心的钱,而且太容易被吃出来了。吃枣药丸。再说口味,众口难调,预制菜能有多好吃?国内有几家做面的预制菜还不错,有的需要冷冻,有的有保鲜时间,他们的市场份额也就是那些。为什么?因为有外卖啊。现在经济这么难,你卖得比外卖贵,如果口味不出众,干嘛要吃你?黄焖鸡米饭才十几块钱,你20一盒,还得做,还不新鲜,也就图个卫生。那个不会做菜的人,给他这么复杂的预制菜也做不好吃的。所以就预制面什么的比较靠谱,一股脑放锅里煮就完了。预制菜,特殊时期的产物,火了一把不代表真的有投资价值。马克思主义告诉我们,真理离开了存在的前提会变成谬误。","listText":"<a href=\"https://laohu8.com/S/QD\">$趣店(QD)$</a>先不说罗敏这黑历史在China能不能混下去,就说这预制菜,保质期也就三天,还得冷链运输,这是什么成本,菜也不能现做吧?现在看直播间的反馈,17号下单的还没发货,大概率就是有了订单再生产,以控制成本。你这不仅是预制菜,还是预售菜。又是那个空手套白狼的商业模式。因为做出来的话一旦卖不出去就是损失,不扔的话回收再加工就又是赚昧良心的钱,而且太容易被吃出来了。吃枣药丸。再说口味,众口难调,预制菜能有多好吃?国内有几家做面的预制菜还不错,有的需要冷冻,有的有保鲜时间,他们的市场份额也就是那些。为什么?因为有外卖啊。现在经济这么难,你卖得比外卖贵,如果口味不出众,干嘛要吃你?黄焖鸡米饭才十几块钱,你20一盒,还得做,还不新鲜,也就图个卫生。那个不会做菜的人,给他这么复杂的预制菜也做不好吃的。所以就预制面什么的比较靠谱,一股脑放锅里煮就完了。预制菜,特殊时期的产物,火了一把不代表真的有投资价值。马克思主义告诉我们,真理离开了存在的前提会变成谬误。","text":"$趣店(QD)$先不说罗敏这黑历史在China能不能混下去,就说这预制菜,保质期也就三天,还得冷链运输,这是什么成本,菜也不能现做吧?现在看直播间的反馈,17号下单的还没发货,大概率就是有了订单再生产,以控制成本。你这不仅是预制菜,还是预售菜。又是那个空手套白狼的商业模式。因为做出来的话一旦卖不出去就是损失,不扔的话回收再加工就又是赚昧良心的钱,而且太容易被吃出来了。吃枣药丸。再说口味,众口难调,预制菜能有多好吃?国内有几家做面的预制菜还不错,有的需要冷冻,有的有保鲜时间,他们的市场份额也就是那些。为什么?因为有外卖啊。现在经济这么难,你卖得比外卖贵,如果口味不出众,干嘛要吃你?黄焖鸡米饭才十几块钱,你20一盒,还得做,还不新鲜,也就图个卫生。那个不会做菜的人,给他这么复杂的预制菜也做不好吃的。所以就预制面什么的比较靠谱,一股脑放锅里煮就完了。预制菜,特殊时期的产物,火了一把不代表真的有投资价值。马克思主义告诉我们,真理离开了存在的前提会变成谬误。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":4,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/682118287","isVote":1,"tweetType":1,"viewCount":10983,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"高芬卡FD","avatar":"https://static.tigerbbs.com/0adc079be44b41bba23aad7469b25854","crmLevel":1,"crmLevelSwitch":0},"content":"服务行业不好做,特别是餐饮更不好做,众口难调。","text":"服务行业不好做,特别是餐饮更不好做,众口难调。","html":"服务行业不好做,特别是餐饮更不好做,众口难调。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685935233,"gmtCreate":1659373198326,"gmtModify":1659373447371,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>个股情况再好也逃不开大盘大势,上一次逃顶价格是1400,判断正确。今天我没有持股,就是觉得现在这个时间点特斯拉如果上1000不正常,虽然市场在我眼里经常不正常(过度反应),但是上1000的话就[疑问] [疑问] 短期内,我觉得贵了。因为Tesla的寡头地位是人工智能决定的,不是电池,而人工智能的价值变现一时半会实现不了,还需要大数据支持。一旦美股资金要出逃,先跑的就是这么贵的而核心价值还不能变现的公司","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>个股情况再好也逃不开大盘大势,上一次逃顶价格是1400,判断正确。今天我没有持股,就是觉得现在这个时间点特斯拉如果上1000不正常,虽然市场在我眼里经常不正常(过度反应),但是上1000的话就[疑问] [疑问] 短期内,我觉得贵了。因为Tesla的寡头地位是人工智能决定的,不是电池,而人工智能的价值变现一时半会实现不了,还需要大数据支持。一旦美股资金要出逃,先跑的就是这么贵的而核心价值还不能变现的公司","text":"$特斯拉(TSLA)$个股情况再好也逃不开大盘大势,上一次逃顶价格是1400,判断正确。今天我没有持股,就是觉得现在这个时间点特斯拉如果上1000不正常,虽然市场在我眼里经常不正常(过度反应),但是上1000的话就[疑问] [疑问] 短期内,我觉得贵了。因为Tesla的寡头地位是人工智能决定的,不是电池,而人工智能的价值变现一时半会实现不了,还需要大数据支持。一旦美股资金要出逃,先跑的就是这么贵的而核心价值还不能变现的公司","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":8,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/685935233","isVote":1,"tweetType":1,"viewCount":12836,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000305","authorId":"9000000000000305","name":"该买哪一只","avatar":"https://static.tigerbbs.com/e56f3c37882a6025b6c89e7973ed332c","crmLevel":1,"crmLevelSwitch":0},"content":"博主观点犀利啊!","text":"博主观点犀利啊!","html":"博主观点犀利啊!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684039339,"gmtCreate":1659976156827,"gmtModify":1659977320247,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a><a href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a>我看好东方甄选,在于他走的是国企路线。解决农民收入问题是中央重点工作,现在来看,东方甄选极有可能走出一条解决这个问题的可持续的道路来。也许它牟取暴利的能力不强,但它的模式符合当下国情。主播不再是大IP,不再追求单场销售额,而是以上班拿工资的形式工作。这很体制内,就跟电视台一样,经久不衰,而且直接推进整个行业良性发展的趋势。国家整治直播行业势在必行,到时候东方甄选会活下来,甚至成为新规则的制定者。","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a><a href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a>我看好东方甄选,在于他走的是国企路线。解决农民收入问题是中央重点工作,现在来看,东方甄选极有可能走出一条解决这个问题的可持续的道路来。也许它牟取暴利的能力不强,但它的模式符合当下国情。主播不再是大IP,不再追求单场销售额,而是以上班拿工资的形式工作。这很体制内,就跟电视台一样,经久不衰,而且直接推进整个行业良性发展的趋势。国家整治直播行业势在必行,到时候东方甄选会活下来,甚至成为新规则的制定者。","text":"$新东方(EDU)$$新东方在线(01797)$我看好东方甄选,在于他走的是国企路线。解决农民收入问题是中央重点工作,现在来看,东方甄选极有可能走出一条解决这个问题的可持续的道路来。也许它牟取暴利的能力不强,但它的模式符合当下国情。主播不再是大IP,不再追求单场销售额,而是以上班拿工资的形式工作。这很体制内,就跟电视台一样,经久不衰,而且直接推进整个行业良性发展的趋势。国家整治直播行业势在必行,到时候东方甄选会活下来,甚至成为新规则的制定者。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/684039339","isVote":1,"tweetType":1,"viewCount":8478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685939823,"gmtCreate":1659369519165,"gmtModify":1659369519165,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>不能看有多少人找工作,而要看有多少人招聘。还是看空吧……","listText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>不能看有多少人找工作,而要看有多少人招聘。还是看空吧……","text":"$BOSS直聘(BZ)$不能看有多少人找工作,而要看有多少人招聘。还是看空吧……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/685939823","isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895911398,"gmtCreate":1628703337914,"gmtModify":1628703337914,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>在这场教育市场争夺战中,新东方都没做过广告,并且是全行业唯一一家会花三个月的时间培训老师的公司,那些铺天盖地吹大牛的恶俗互联网资本跟xdf比起来,根本就是教育行业小班生。","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>在这场教育市场争夺战中,新东方都没做过广告,并且是全行业唯一一家会花三个月的时间培训老师的公司,那些铺天盖地吹大牛的恶俗互联网资本跟xdf比起来,根本就是教育行业小班生。","text":"$新东方(EDU)$在这场教育市场争夺战中,新东方都没做过广告,并且是全行业唯一一家会花三个月的时间培训老师的公司,那些铺天盖地吹大牛的恶俗互联网资本跟xdf比起来,根本就是教育行业小班生。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895911398","isVote":1,"tweetType":1,"viewCount":2496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685675707,"gmtCreate":1659630643614,"gmtModify":1659630643614,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>下一波估值空间在B站自制剧上,注入奈飞基因。自制剧要做那种可以出口水平的才行,是个挑战,但是挑战成功,那就是一波大涨,并且融资能力很持久。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>下一波估值空间在B站自制剧上,注入奈飞基因。自制剧要做那种可以出口水平的才行,是个挑战,但是挑战成功,那就是一波大涨,并且融资能力很持久。","text":"$哔哩哔哩(BILI)$下一波估值空间在B站自制剧上,注入奈飞基因。自制剧要做那种可以出口水平的才行,是个挑战,但是挑战成功,那就是一波大涨,并且融资能力很持久。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685675707","isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605889710,"gmtCreate":1639144602546,"gmtModify":1639144602546,"author":{"id":"3468118394265606","authorId":"3468118394265606","name":"greennnnnn","avatar":"https://static.tigerbbs.com/a71eebc12210e226f8201c30d5411c4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>前一波涨幅是因为互联网大厂裁员吧,消息太透明了,买的人太多,过度反应了。","listText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>前一波涨幅是因为互联网大厂裁员吧,消息太透明了,买的人太多,过度反应了。","text":"$BOSS直聘(BZ)$前一波涨幅是因为互联网大厂裁员吧,消息太透明了,买的人太多,过度反应了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605889710","isVote":1,"tweetType":1,"viewCount":1640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}