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那么普通,却又那么自信
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机器车
2022-01-10
100股装死
@思辨财经:该不该抄底滴滴?
机器车
2021-12-23
$特斯拉(TSLA)$
昨晚15块买了一手900的call,然后日内出掉,因为自己定了原则,不隔夜,且只玩前半夜,今天这么涨,理论上本来可以赚一万,但还是要安慰自己肯定自己做的对[捂脸]
机器车
2021-12-22
$特斯拉(TSLA)$
实在忍不住说,这股每天跟神经病一样
机器车
2021-07-04
$滴滴(DIDI)$
违规收集个人用户隐私数据,这种行为在中国互联网公司里绝对常态,滴滴不是第一家,也不一定是做的最极致的一家。只是,作为这个行业的霸主,长期以来都是舆论焦点,当滴滴到美国上市,它的被关注程度就更加深,即便竞对不做什么,在这个中美关系紧张的时期,政府也会盯得死死的。这些道理相信滴滴自己也想的明白吧,但就是没有做好处理,进行改进,被抓了一个准,难道说滴滴的运行和发展必须基于违法违规的数据收集?总体来说,滴滴上市整个过程有一种着急的,慌张的感觉,在各种大大小小的负面中艰难前行,就好像项目上线前测试出各种问题,也要修修补补的带着问题上线,上线再来个大问题直接炸雷
机器车
2021-05-07
$特斯拉(TSLA)$
今天要是上780,我就谢谢它
机器车
2021-05-07
$特斯拉(TSLA)$
今天换小单买进,大单砸盘了,你们轮流来啊
机器车
2021-05-06
$特斯拉(TSLA)$
这几天全是中小单出货,今天一样,热门股票散户比例很高
机器车
2021-04-30
2020年我做错了也错过了
$哔哩哔哩(BILI)$
$蔚来(NIO)$
$Tilray Inc.(TLRY)$
终于,我开了这个新账户,调整了几个月的心态,重新回来了。回顾上一次,是2019年,6000刀进场,开始搞美港股市场。由于对美股上市公司并不了解,所以主要还是买了一些热门的美股以及在港股市场进行打新,等到2019年结束,总体上还是亏多赚少,账户掉到4000+2020年开始整理投资思路:一是买自己知道单纯看好的公司,比如蔚来,Gopro,二是自己在用且看好的产品对应的公司,比如B站,斗鱼,京东,拼多多,三是在美工作的同学介绍的公司SQUARE,整理清楚之后按照计划陆续建仓。春节后疫情突然大面积爆发,股市动荡,美股在一个月内疯狂下跌,不过并没有太慌,该装死装死,想建仓加仓也坚决执行。后来美股市场的发展如大家所知:一路向上。我也同步调整了具体的持仓标的和比例。清仓了Gopro,斗鱼,京东,拼多多(后期也很猛……),加仓蔚来和SQ,又买了点特斯拉;而港股则全部退出,包括百威亚太,小米以及后来很猛的美团等等,年末的时候又建仓了有中东小腾讯之称的新股Yalla。整个2020年,虽然我卖飞了几个后来大涨的股票,但是重仓持有的这几个股票(B站,蔚来,SQ),都是走出了惊人的行情。过程中努力克制,摆脱韭菜的毛病,管住手,但依然偶有交易。即便如此,等到2020年春节前,账户已经25000刀,年化达到400%,我欣喜若狂,甚至沾沾自喜。于是乎,趁热打铁,又转了13000刀进账户,行情依旧,账户的数字一直再涨,每天都超出我的预期,每天都是惊喜,很快到了50000,但,这个时候转折出现了。
2020年我做错了也错过了
机器车
2021-04-25
$长城汽车(02333)$
要停产了?怎么搞,跌呗📉
去老虎APP查看更多动态
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装死","text":"100股装死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694337852","repostId":"695776414","repostType":1,"repost":{"id":695776414,"gmtCreate":1641637411695,"gmtModify":1641804369322,"author":{"id":"3571026833038682","authorId":"3571026833038682","name":"思辨财经","avatar":"https://static.tigerbbs.com/26d4903b31d0aa5c76f99c3e1519f081","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571026833038682","authorIdStr":"3571026833038682"},"themes":[],"title":"该不该抄底滴滴?","htmlText":"自滴滴宣布要回港上市之后,就一直有朋友热衷于讨论“抄底”。理由也很是简单,受监管等方面原因市值有如此大的回调,一旦情况明了,市值就大概率会有一轮回归,此时投资也正当其时。诚然在过去的半年多时间里,滴滴无论是从监管还是业务层面都遭遇了极大的压力,如今滴滴的主流App仍未上架,加之舆论和市场又纷纷热炒“对手抢占论”,认为滴滴此时可谓是腹背受敌,反而又更加看空滴滴。抄底和看空之间陷入两难。本文我们将聚焦在滴滴的2021年Q2和Q3财报,结合行业现状进行较为详尽的分析,来探讨以下问题:1.在最为危难关头,滴滴究竟表现如何;2.滴滴此时值得抄底吗?财报发布后,外界普遍将注意力放在了“2021年Q3净利润亏损303.8亿元”,并认为巨亏的公司可谓满目疮痍,已经很难再有辉煌。由于其中亏损很大一部分是来自对社区团购的208亿元的投资性亏损,而滴滴的主力业务仍然为出行业务,因此我们很难单单用这一组数据来概括企业未来的光明与未来。滴滴App被下架后,确实出现了竞争对手的借机提高补贴以抢占市场,加之网络安全又是此次监管的重点,也可能会使一般用户对滴滴敬而远之,当然这也只是我们假设,事实是否如此呢?我们假设居民一定周期内乘坐共享汽车出行的总需求是固定的(亦假设出租车属于广义的共享汽车),也就是说滴滴所运营的出行业务与出租车之间可能有某种互相替代关系,也即我们常说的此消彼长的过程。当滴滴业务处于低谷时,出租车行业是否表现可替代性呢?我们根据交通运输部的数据进行证明,见下图与我们常态认识略有不同的是,在2019年之前,全国中心城市出租车乘坐数量要大于滴滴当期的交易笔数,在疫情之后的2020年中,两组数据的起伏开始出现转换,直到2021年Q3,从绝对值看滴滴交易情况还是要领先出租车。这又如何理解呢?其一,上图中心城市的采样主要为一二线城市,而滴滴交易笔数乃是全国范围的,可能出现下沉市场对滴滴的依赖强化的","listText":"自滴滴宣布要回港上市之后,就一直有朋友热衷于讨论“抄底”。理由也很是简单,受监管等方面原因市值有如此大的回调,一旦情况明了,市值就大概率会有一轮回归,此时投资也正当其时。诚然在过去的半年多时间里,滴滴无论是从监管还是业务层面都遭遇了极大的压力,如今滴滴的主流App仍未上架,加之舆论和市场又纷纷热炒“对手抢占论”,认为滴滴此时可谓是腹背受敌,反而又更加看空滴滴。抄底和看空之间陷入两难。本文我们将聚焦在滴滴的2021年Q2和Q3财报,结合行业现状进行较为详尽的分析,来探讨以下问题:1.在最为危难关头,滴滴究竟表现如何;2.滴滴此时值得抄底吗?财报发布后,外界普遍将注意力放在了“2021年Q3净利润亏损303.8亿元”,并认为巨亏的公司可谓满目疮痍,已经很难再有辉煌。由于其中亏损很大一部分是来自对社区团购的208亿元的投资性亏损,而滴滴的主力业务仍然为出行业务,因此我们很难单单用这一组数据来概括企业未来的光明与未来。滴滴App被下架后,确实出现了竞争对手的借机提高补贴以抢占市场,加之网络安全又是此次监管的重点,也可能会使一般用户对滴滴敬而远之,当然这也只是我们假设,事实是否如此呢?我们假设居民一定周期内乘坐共享汽车出行的总需求是固定的(亦假设出租车属于广义的共享汽车),也就是说滴滴所运营的出行业务与出租车之间可能有某种互相替代关系,也即我们常说的此消彼长的过程。当滴滴业务处于低谷时,出租车行业是否表现可替代性呢?我们根据交通运输部的数据进行证明,见下图与我们常态认识略有不同的是,在2019年之前,全国中心城市出租车乘坐数量要大于滴滴当期的交易笔数,在疫情之后的2020年中,两组数据的起伏开始出现转换,直到2021年Q3,从绝对值看滴滴交易情况还是要领先出租车。这又如何理解呢?其一,上图中心城市的采样主要为一二线城市,而滴滴交易笔数乃是全国范围的,可能出现下沉市场对滴滴的依赖强化的","text":"自滴滴宣布要回港上市之后,就一直有朋友热衷于讨论“抄底”。理由也很是简单,受监管等方面原因市值有如此大的回调,一旦情况明了,市值就大概率会有一轮回归,此时投资也正当其时。诚然在过去的半年多时间里,滴滴无论是从监管还是业务层面都遭遇了极大的压力,如今滴滴的主流App仍未上架,加之舆论和市场又纷纷热炒“对手抢占论”,认为滴滴此时可谓是腹背受敌,反而又更加看空滴滴。抄底和看空之间陷入两难。本文我们将聚焦在滴滴的2021年Q2和Q3财报,结合行业现状进行较为详尽的分析,来探讨以下问题:1.在最为危难关头,滴滴究竟表现如何;2.滴滴此时值得抄底吗?财报发布后,外界普遍将注意力放在了“2021年Q3净利润亏损303.8亿元”,并认为巨亏的公司可谓满目疮痍,已经很难再有辉煌。由于其中亏损很大一部分是来自对社区团购的208亿元的投资性亏损,而滴滴的主力业务仍然为出行业务,因此我们很难单单用这一组数据来概括企业未来的光明与未来。滴滴App被下架后,确实出现了竞争对手的借机提高补贴以抢占市场,加之网络安全又是此次监管的重点,也可能会使一般用户对滴滴敬而远之,当然这也只是我们假设,事实是否如此呢?我们假设居民一定周期内乘坐共享汽车出行的总需求是固定的(亦假设出租车属于广义的共享汽车),也就是说滴滴所运营的出行业务与出租车之间可能有某种互相替代关系,也即我们常说的此消彼长的过程。当滴滴业务处于低谷时,出租车行业是否表现可替代性呢?我们根据交通运输部的数据进行证明,见下图与我们常态认识略有不同的是,在2019年之前,全国中心城市出租车乘坐数量要大于滴滴当期的交易笔数,在疫情之后的2020年中,两组数据的起伏开始出现转换,直到2021年Q3,从绝对值看滴滴交易情况还是要领先出租车。这又如何理解呢?其一,上图中心城市的采样主要为一二线城市,而滴滴交易笔数乃是全国范围的,可能出现下沉市场对滴滴的依赖强化的","images":[{"img":"https://static.tigerbbs.com/88aaad4b914984211739123ffd44caea","width":"632","height":"381"},{"img":"https://static.tigerbbs.com/6cd7c208abbe429331188af2746fd43e","width":"632","height":"381"},{"img":"https://static.tigerbbs.com/eb9194aad29458b830412a3246792683","width":"632","height":"381"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695776414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691293061,"gmtCreate":1640190599775,"gmtModify":1640230354601,"author":{"id":"3476671518861774","authorId":"3476671518861774","name":"机器车","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476671518861774","authorIdStr":"3476671518861774"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>昨晚15块买了一手900的call,然后日内出掉,因为自己定了原则,不隔夜,且只玩前半夜,今天这么涨,理论上本来可以赚一万,但还是要安慰自己肯定自己做的对[捂脸] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>昨晚15块买了一手900的call,然后日内出掉,因为自己定了原则,不隔夜,且只玩前半夜,今天这么涨,理论上本来可以赚一万,但还是要安慰自己肯定自己做的对[捂脸] 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今天换小单买进,大单砸盘了,你们轮流来啊","text":"$特斯拉(TSLA)$今天换小单买进,大单砸盘了,你们轮流来啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/104229339","isVote":1,"tweetType":1,"viewCount":2257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105251198,"gmtCreate":1620308375814,"gmtModify":1620308375814,"author":{"id":"3476671518861774","authorId":"3476671518861774","name":"机器车","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476671518861774","authorIdStr":"3476671518861774"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>这几天全是中小单出货,今天一样,热门股票散户比例很高","listText":"<a 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Inc.(TLRY)$</a>终于,我开了这个新账户,调整了几个月的心态,重新回来了。回顾上一次,是2019年,6000刀进场,开始搞美港股市场。由于对美股上市公司并不了解,所以主要还是买了一些热门的美股以及在港股市场进行打新,等到2019年结束,总体上还是亏多赚少,账户掉到4000+2020年开始整理投资思路:一是买自己知道单纯看好的公司,比如蔚来,Gopro,二是自己在用且看好的产品对应的公司,比如B站,斗鱼,京东,拼多多,三是在美工作的同学介绍的公司SQUARE,整理清楚之后按照计划陆续建仓。春节后疫情突然大面积爆发,股市动荡,美股在一个月内疯狂下跌,不过并没有太慌,该装死装死,想建仓加仓也坚决执行。后来美股市场的发展如大家所知:一路向上。我也同步调整了具体的持仓标的和比例。清仓了Gopro,斗鱼,京东,拼多多(后期也很猛……),加仓蔚来和SQ,又买了点特斯拉;而港股则全部退出,包括百威亚太,小米以及后来很猛的美团等等,年末的时候又建仓了有中东小腾讯之称的新股Yalla。整个2020年,虽然我卖飞了几个后来大涨的股票,但是重仓持有的这几个股票(B站,蔚来,SQ),都是走出了惊人的行情。过程中努力克制,摆脱韭菜的毛病,管住手,但依然偶有交易。即便如此,等到2020年春节前,账户已经25000刀,年化达到400%,我欣喜若狂,甚至沾沾自喜。于是乎,趁热打铁,又转了13000刀进账户,行情依旧,账户的数字一直再涨,每天都超出我的预期,每天都是惊喜,很快到了50000,但,这个时候转折出现了。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>终于,我开了这个新账户,调整了几个月的心态,重新回来了。回顾上一次,是2019年,6000刀进场,开始搞美港股市场。由于对美股上市公司并不了解,所以主要还是买了一些热门的美股以及在港股市场进行打新,等到2019年结束,总体上还是亏多赚少,账户掉到4000+2020年开始整理投资思路:一是买自己知道单纯看好的公司,比如蔚来,Gopro,二是自己在用且看好的产品对应的公司,比如B站,斗鱼,京东,拼多多,三是在美工作的同学介绍的公司SQUARE,整理清楚之后按照计划陆续建仓。春节后疫情突然大面积爆发,股市动荡,美股在一个月内疯狂下跌,不过并没有太慌,该装死装死,想建仓加仓也坚决执行。后来美股市场的发展如大家所知:一路向上。我也同步调整了具体的持仓标的和比例。清仓了Gopro,斗鱼,京东,拼多多(后期也很猛……),加仓蔚来和SQ,又买了点特斯拉;而港股则全部退出,包括百威亚太,小米以及后来很猛的美团等等,年末的时候又建仓了有中东小腾讯之称的新股Yalla。整个2020年,虽然我卖飞了几个后来大涨的股票,但是重仓持有的这几个股票(B站,蔚来,SQ),都是走出了惊人的行情。过程中努力克制,摆脱韭菜的毛病,管住手,但依然偶有交易。即便如此,等到2020年春节前,账户已经25000刀,年化达到400%,我欣喜若狂,甚至沾沾自喜。于是乎,趁热打铁,又转了13000刀进账户,行情依旧,账户的数字一直再涨,每天都超出我的预期,每天都是惊喜,很快到了50000,但,这个时候转折出现了。","text":"$哔哩哔哩(BILI)$$蔚来(NIO)$$Tilray Inc.(TLRY)$终于,我开了这个新账户,调整了几个月的心态,重新回来了。回顾上一次,是2019年,6000刀进场,开始搞美港股市场。由于对美股上市公司并不了解,所以主要还是买了一些热门的美股以及在港股市场进行打新,等到2019年结束,总体上还是亏多赚少,账户掉到4000+2020年开始整理投资思路:一是买自己知道单纯看好的公司,比如蔚来,Gopro,二是自己在用且看好的产品对应的公司,比如B站,斗鱼,京东,拼多多,三是在美工作的同学介绍的公司SQUARE,整理清楚之后按照计划陆续建仓。春节后疫情突然大面积爆发,股市动荡,美股在一个月内疯狂下跌,不过并没有太慌,该装死装死,想建仓加仓也坚决执行。后来美股市场的发展如大家所知:一路向上。我也同步调整了具体的持仓标的和比例。清仓了Gopro,斗鱼,京东,拼多多(后期也很猛……),加仓蔚来和SQ,又买了点特斯拉;而港股则全部退出,包括百威亚太,小米以及后来很猛的美团等等,年末的时候又建仓了有中东小腾讯之称的新股Yalla。整个2020年,虽然我卖飞了几个后来大涨的股票,但是重仓持有的这几个股票(B站,蔚来,SQ),都是走出了惊人的行情。过程中努力克制,摆脱韭菜的毛病,管住手,但依然偶有交易。即便如此,等到2020年春节前,账户已经25000刀,年化达到400%,我欣喜若狂,甚至沾沾自喜。于是乎,趁热打铁,又转了13000刀进账户,行情依旧,账户的数字一直再涨,每天都超出我的预期,每天都是惊喜,很快到了50000,但,这个时候转折出现了。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":131,"commentSize":76,"repostSize":15,"link":"https://laohu8.com/post/103004350","isVote":1,"tweetType":1,"viewCount":27393,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521116457604691","authorId":"3521116457604691","name":"金虎姐姐","avatar":"https://static.tigerbbs.com/74b5222517dbd867e8783427fff97eb0","crmLevel":2,"crmLevelSwitch":0,"idStr":"3521116457604691","authorIdStr":"3521116457604691"},"content":"股市的喜乐一言难尽,起起落落,弄得自己赚钱了都再也不敢开心,再也不敢飘,怕一飘就翻车","text":"股市的喜乐一言难尽,起起落落,弄得自己赚钱了都再也不敢开心,再也不敢飘,怕一飘就翻车","html":"股市的喜乐一言难尽,起起落落,弄得自己赚钱了都再也不敢开心,再也不敢飘,怕一飘就翻车"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375180456,"gmtCreate":1619315375175,"gmtModify":1619315375175,"author":{"id":"3476671518861774","authorId":"3476671518861774","name":"机器车","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476671518861774","authorIdStr":"3476671518861774"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02333\">$长城汽车(02333)$</a>要停产了?怎么搞,跌呗📉","listText":"<a href=\"https://laohu8.com/S/02333\">$长城汽车(02333)$</a>要停产了?怎么搞,跌呗📉","text":"$长城汽车(02333)$要停产了?怎么搞,跌呗📉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375180456","isVote":1,"tweetType":1,"viewCount":2494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":103004350,"gmtCreate":1619737403770,"gmtModify":1619771586586,"author":{"id":"3476671518861774","authorId":"3476671518861774","name":"机器车","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3476671518861774","idStr":"3476671518861774"},"themes":[],"title":"2020年我做错了也错过了","htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>终于,我开了这个新账户,调整了几个月的心态,重新回来了。回顾上一次,是2019年,6000刀进场,开始搞美港股市场。由于对美股上市公司并不了解,所以主要还是买了一些热门的美股以及在港股市场进行打新,等到2019年结束,总体上还是亏多赚少,账户掉到4000+2020年开始整理投资思路:一是买自己知道单纯看好的公司,比如蔚来,Gopro,二是自己在用且看好的产品对应的公司,比如B站,斗鱼,京东,拼多多,三是在美工作的同学介绍的公司SQUARE,整理清楚之后按照计划陆续建仓。春节后疫情突然大面积爆发,股市动荡,美股在一个月内疯狂下跌,不过并没有太慌,该装死装死,想建仓加仓也坚决执行。后来美股市场的发展如大家所知:一路向上。我也同步调整了具体的持仓标的和比例。清仓了Gopro,斗鱼,京东,拼多多(后期也很猛……),加仓蔚来和SQ,又买了点特斯拉;而港股则全部退出,包括百威亚太,小米以及后来很猛的美团等等,年末的时候又建仓了有中东小腾讯之称的新股Yalla。整个2020年,虽然我卖飞了几个后来大涨的股票,但是重仓持有的这几个股票(B站,蔚来,SQ),都是走出了惊人的行情。过程中努力克制,摆脱韭菜的毛病,管住手,但依然偶有交易。即便如此,等到2020年春节前,账户已经25000刀,年化达到400%,我欣喜若狂,甚至沾沾自喜。于是乎,趁热打铁,又转了13000刀进账户,行情依旧,账户的数字一直再涨,每天都超出我的预期,每天都是惊喜,很快到了50000,但,这个时候转折出现了。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>终于,我开了这个新账户,调整了几个月的心态,重新回来了。回顾上一次,是2019年,6000刀进场,开始搞美港股市场。由于对美股上市公司并不了解,所以主要还是买了一些热门的美股以及在港股市场进行打新,等到2019年结束,总体上还是亏多赚少,账户掉到4000+2020年开始整理投资思路:一是买自己知道单纯看好的公司,比如蔚来,Gopro,二是自己在用且看好的产品对应的公司,比如B站,斗鱼,京东,拼多多,三是在美工作的同学介绍的公司SQUARE,整理清楚之后按照计划陆续建仓。春节后疫情突然大面积爆发,股市动荡,美股在一个月内疯狂下跌,不过并没有太慌,该装死装死,想建仓加仓也坚决执行。后来美股市场的发展如大家所知:一路向上。我也同步调整了具体的持仓标的和比例。清仓了Gopro,斗鱼,京东,拼多多(后期也很猛……),加仓蔚来和SQ,又买了点特斯拉;而港股则全部退出,包括百威亚太,小米以及后来很猛的美团等等,年末的时候又建仓了有中东小腾讯之称的新股Yalla。整个2020年,虽然我卖飞了几个后来大涨的股票,但是重仓持有的这几个股票(B站,蔚来,SQ),都是走出了惊人的行情。过程中努力克制,摆脱韭菜的毛病,管住手,但依然偶有交易。即便如此,等到2020年春节前,账户已经25000刀,年化达到400%,我欣喜若狂,甚至沾沾自喜。于是乎,趁热打铁,又转了13000刀进账户,行情依旧,账户的数字一直再涨,每天都超出我的预期,每天都是惊喜,很快到了50000,但,这个时候转折出现了。","text":"$哔哩哔哩(BILI)$$蔚来(NIO)$$Tilray 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>昨晚15块买了一手900的call,然后日内出掉,因为自己定了原则,不隔夜,且只玩前半夜,今天这么涨,理论上本来可以赚一万,但还是要安慰自己肯定自己做的对[捂脸] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>昨晚15块买了一手900的call,然后日内出掉,因为自己定了原则,不隔夜,且只玩前半夜,今天这么涨,理论上本来可以赚一万,但还是要安慰自己肯定自己做的对[捂脸] ","text":"$特斯拉(TSLA)$昨晚15块买了一手900的call,然后日内出掉,因为自己定了原则,不隔夜,且只玩前半夜,今天这么涨,理论上本来可以赚一万,但还是要安慰自己肯定自己做的对[捂脸]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":32,"commentSize":12,"repostSize":1,"link":"https://laohu8.com/post/691293061","isVote":1,"tweetType":1,"viewCount":8796,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506153078214938","authorId":"3506153078214938","name":"雪崩","avatar":"https://static.tigerbbs.com/51161e985eca732d547e36570f5522dc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3506153078214938","idStr":"3506153078214938"},"content":"这是正确的,几乎大部分投资书籍都会告诉你,要遵守规则。如果不遵守,这次看上去赚了,可是之后会亏得更多。坚守纪律,长期不败。","text":"这是正确的,几乎大部分投资书籍都会告诉你,要遵守规则。如果不遵守,这次看上去赚了,可是之后会亏得更多。坚守纪律,长期不败。","html":"这是正确的,几乎大部分投资书籍都会告诉你,要遵守规则。如果不遵守,这次看上去赚了,可是之后会亏得更多。坚守纪律,长期不败。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104538092,"gmtCreate":1620397121516,"gmtModify":1620397121516,"author":{"id":"3476671518861774","authorId":"3476671518861774","name":"机器车","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3476671518861774","idStr":"3476671518861774"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今天要是上780,我就谢谢它","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今天要是上780,我就谢谢它","text":"$特斯拉(TSLA)$今天要是上780,我就谢谢它","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/104538092","isVote":1,"tweetType":1,"viewCount":2562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691640578,"gmtCreate":1640187594889,"gmtModify":1640188253295,"author":{"id":"3476671518861774","authorId":"3476671518861774","name":"机器车","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3476671518861774","idStr":"3476671518861774"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>实在忍不住说,这股每天跟神经病一样","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>实在忍不住说,这股每天跟神经病一样","text":"$特斯拉(TSLA)$实在忍不住说,这股每天跟神经病一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691640578","isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104229339,"gmtCreate":1620394771321,"gmtModify":1620394771321,"author":{"id":"3476671518861774","authorId":"3476671518861774","name":"机器车","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3476671518861774","idStr":"3476671518861774"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今天换小单买进,大单砸盘了,你们轮流来啊","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今天换小单买进,大单砸盘了,你们轮流来啊","text":"$特斯拉(TSLA)$今天换小单买进,大单砸盘了,你们轮流来啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/104229339","isVote":1,"tweetType":1,"viewCount":2257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105251198,"gmtCreate":1620308375814,"gmtModify":1620308375814,"author":{"id":"3476671518861774","authorId":"3476671518861774","name":"机器车","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3476671518861774","idStr":"3476671518861774"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>这几天全是中小单出货,今天一样,热门股票散户比例很高","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>这几天全是中小单出货,今天一样,热门股票散户比例很高","text":"$特斯拉(TSLA)$这几天全是中小单出货,今天一样,热门股票散户比例很高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105251198","isVote":1,"tweetType":1,"viewCount":2318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694337852,"gmtCreate":1641812247103,"gmtModify":1641812247103,"author":{"id":"3476671518861774","authorId":"3476671518861774","name":"机器车","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3476671518861774","idStr":"3476671518861774"},"themes":[],"htmlText":"100股装死","listText":"100股装死","text":"100股装死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694337852","repostId":"695776414","repostType":1,"repost":{"id":695776414,"gmtCreate":1641637411695,"gmtModify":1641804369322,"author":{"id":"3571026833038682","authorId":"3571026833038682","name":"思辨财经","avatar":"https://static.tigerbbs.com/26d4903b31d0aa5c76f99c3e1519f081","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571026833038682","idStr":"3571026833038682"},"themes":[],"title":"该不该抄底滴滴?","htmlText":"自滴滴宣布要回港上市之后,就一直有朋友热衷于讨论“抄底”。理由也很是简单,受监管等方面原因市值有如此大的回调,一旦情况明了,市值就大概率会有一轮回归,此时投资也正当其时。诚然在过去的半年多时间里,滴滴无论是从监管还是业务层面都遭遇了极大的压力,如今滴滴的主流App仍未上架,加之舆论和市场又纷纷热炒“对手抢占论”,认为滴滴此时可谓是腹背受敌,反而又更加看空滴滴。抄底和看空之间陷入两难。本文我们将聚焦在滴滴的2021年Q2和Q3财报,结合行业现状进行较为详尽的分析,来探讨以下问题:1.在最为危难关头,滴滴究竟表现如何;2.滴滴此时值得抄底吗?财报发布后,外界普遍将注意力放在了“2021年Q3净利润亏损303.8亿元”,并认为巨亏的公司可谓满目疮痍,已经很难再有辉煌。由于其中亏损很大一部分是来自对社区团购的208亿元的投资性亏损,而滴滴的主力业务仍然为出行业务,因此我们很难单单用这一组数据来概括企业未来的光明与未来。滴滴App被下架后,确实出现了竞争对手的借机提高补贴以抢占市场,加之网络安全又是此次监管的重点,也可能会使一般用户对滴滴敬而远之,当然这也只是我们假设,事实是否如此呢?我们假设居民一定周期内乘坐共享汽车出行的总需求是固定的(亦假设出租车属于广义的共享汽车),也就是说滴滴所运营的出行业务与出租车之间可能有某种互相替代关系,也即我们常说的此消彼长的过程。当滴滴业务处于低谷时,出租车行业是否表现可替代性呢?我们根据交通运输部的数据进行证明,见下图与我们常态认识略有不同的是,在2019年之前,全国中心城市出租车乘坐数量要大于滴滴当期的交易笔数,在疫情之后的2020年中,两组数据的起伏开始出现转换,直到2021年Q3,从绝对值看滴滴交易情况还是要领先出租车。这又如何理解呢?其一,上图中心城市的采样主要为一二线城市,而滴滴交易笔数乃是全国范围的,可能出现下沉市场对滴滴的依赖强化的","listText":"自滴滴宣布要回港上市之后,就一直有朋友热衷于讨论“抄底”。理由也很是简单,受监管等方面原因市值有如此大的回调,一旦情况明了,市值就大概率会有一轮回归,此时投资也正当其时。诚然在过去的半年多时间里,滴滴无论是从监管还是业务层面都遭遇了极大的压力,如今滴滴的主流App仍未上架,加之舆论和市场又纷纷热炒“对手抢占论”,认为滴滴此时可谓是腹背受敌,反而又更加看空滴滴。抄底和看空之间陷入两难。本文我们将聚焦在滴滴的2021年Q2和Q3财报,结合行业现状进行较为详尽的分析,来探讨以下问题:1.在最为危难关头,滴滴究竟表现如何;2.滴滴此时值得抄底吗?财报发布后,外界普遍将注意力放在了“2021年Q3净利润亏损303.8亿元”,并认为巨亏的公司可谓满目疮痍,已经很难再有辉煌。由于其中亏损很大一部分是来自对社区团购的208亿元的投资性亏损,而滴滴的主力业务仍然为出行业务,因此我们很难单单用这一组数据来概括企业未来的光明与未来。滴滴App被下架后,确实出现了竞争对手的借机提高补贴以抢占市场,加之网络安全又是此次监管的重点,也可能会使一般用户对滴滴敬而远之,当然这也只是我们假设,事实是否如此呢?我们假设居民一定周期内乘坐共享汽车出行的总需求是固定的(亦假设出租车属于广义的共享汽车),也就是说滴滴所运营的出行业务与出租车之间可能有某种互相替代关系,也即我们常说的此消彼长的过程。当滴滴业务处于低谷时,出租车行业是否表现可替代性呢?我们根据交通运输部的数据进行证明,见下图与我们常态认识略有不同的是,在2019年之前,全国中心城市出租车乘坐数量要大于滴滴当期的交易笔数,在疫情之后的2020年中,两组数据的起伏开始出现转换,直到2021年Q3,从绝对值看滴滴交易情况还是要领先出租车。这又如何理解呢?其一,上图中心城市的采样主要为一二线城市,而滴滴交易笔数乃是全国范围的,可能出现下沉市场对滴滴的依赖强化的","text":"自滴滴宣布要回港上市之后,就一直有朋友热衷于讨论“抄底”。理由也很是简单,受监管等方面原因市值有如此大的回调,一旦情况明了,市值就大概率会有一轮回归,此时投资也正当其时。诚然在过去的半年多时间里,滴滴无论是从监管还是业务层面都遭遇了极大的压力,如今滴滴的主流App仍未上架,加之舆论和市场又纷纷热炒“对手抢占论”,认为滴滴此时可谓是腹背受敌,反而又更加看空滴滴。抄底和看空之间陷入两难。本文我们将聚焦在滴滴的2021年Q2和Q3财报,结合行业现状进行较为详尽的分析,来探讨以下问题:1.在最为危难关头,滴滴究竟表现如何;2.滴滴此时值得抄底吗?财报发布后,外界普遍将注意力放在了“2021年Q3净利润亏损303.8亿元”,并认为巨亏的公司可谓满目疮痍,已经很难再有辉煌。由于其中亏损很大一部分是来自对社区团购的208亿元的投资性亏损,而滴滴的主力业务仍然为出行业务,因此我们很难单单用这一组数据来概括企业未来的光明与未来。滴滴App被下架后,确实出现了竞争对手的借机提高补贴以抢占市场,加之网络安全又是此次监管的重点,也可能会使一般用户对滴滴敬而远之,当然这也只是我们假设,事实是否如此呢?我们假设居民一定周期内乘坐共享汽车出行的总需求是固定的(亦假设出租车属于广义的共享汽车),也就是说滴滴所运营的出行业务与出租车之间可能有某种互相替代关系,也即我们常说的此消彼长的过程。当滴滴业务处于低谷时,出租车行业是否表现可替代性呢?我们根据交通运输部的数据进行证明,见下图与我们常态认识略有不同的是,在2019年之前,全国中心城市出租车乘坐数量要大于滴滴当期的交易笔数,在疫情之后的2020年中,两组数据的起伏开始出现转换,直到2021年Q3,从绝对值看滴滴交易情况还是要领先出租车。这又如何理解呢?其一,上图中心城市的采样主要为一二线城市,而滴滴交易笔数乃是全国范围的,可能出现下沉市场对滴滴的依赖强化的","images":[{"img":"https://static.tigerbbs.com/88aaad4b914984211739123ffd44caea","width":"632","height":"381"},{"img":"https://static.tigerbbs.com/6cd7c208abbe429331188af2746fd43e","width":"632","height":"381"},{"img":"https://static.tigerbbs.com/eb9194aad29458b830412a3246792683","width":"632","height":"381"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695776414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155889456,"gmtCreate":1625400740575,"gmtModify":1625410169448,"author":{"id":"3476671518861774","authorId":"3476671518861774","name":"机器车","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3476671518861774","idStr":"3476671518861774"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>违规收集个人用户隐私数据,这种行为在中国互联网公司里绝对常态,滴滴不是第一家,也不一定是做的最极致的一家。只是,作为这个行业的霸主,长期以来都是舆论焦点,当滴滴到美国上市,它的被关注程度就更加深,即便竞对不做什么,在这个中美关系紧张的时期,政府也会盯得死死的。这些道理相信滴滴自己也想的明白吧,但就是没有做好处理,进行改进,被抓了一个准,难道说滴滴的运行和发展必须基于违法违规的数据收集?总体来说,滴滴上市整个过程有一种着急的,慌张的感觉,在各种大大小小的负面中艰难前行,就好像项目上线前测试出各种问题,也要修修补补的带着问题上线,上线再来个大问题直接炸雷","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>违规收集个人用户隐私数据,这种行为在中国互联网公司里绝对常态,滴滴不是第一家,也不一定是做的最极致的一家。只是,作为这个行业的霸主,长期以来都是舆论焦点,当滴滴到美国上市,它的被关注程度就更加深,即便竞对不做什么,在这个中美关系紧张的时期,政府也会盯得死死的。这些道理相信滴滴自己也想的明白吧,但就是没有做好处理,进行改进,被抓了一个准,难道说滴滴的运行和发展必须基于违法违规的数据收集?总体来说,滴滴上市整个过程有一种着急的,慌张的感觉,在各种大大小小的负面中艰难前行,就好像项目上线前测试出各种问题,也要修修补补的带着问题上线,上线再来个大问题直接炸雷","text":"$滴滴(DIDI)$违规收集个人用户隐私数据,这种行为在中国互联网公司里绝对常态,滴滴不是第一家,也不一定是做的最极致的一家。只是,作为这个行业的霸主,长期以来都是舆论焦点,当滴滴到美国上市,它的被关注程度就更加深,即便竞对不做什么,在这个中美关系紧张的时期,政府也会盯得死死的。这些道理相信滴滴自己也想的明白吧,但就是没有做好处理,进行改进,被抓了一个准,难道说滴滴的运行和发展必须基于违法违规的数据收集?总体来说,滴滴上市整个过程有一种着急的,慌张的感觉,在各种大大小小的负面中艰难前行,就好像项目上线前测试出各种问题,也要修修补补的带着问题上线,上线再来个大问题直接炸雷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155889456","isVote":1,"tweetType":1,"viewCount":2430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375180456,"gmtCreate":1619315375175,"gmtModify":1619315375175,"author":{"id":"3476671518861774","authorId":"3476671518861774","name":"机器车","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3476671518861774","idStr":"3476671518861774"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02333\">$长城汽车(02333)$</a>要停产了?怎么搞,跌呗📉","listText":"<a href=\"https://laohu8.com/S/02333\">$长城汽车(02333)$</a>要停产了?怎么搞,跌呗📉","text":"$长城汽车(02333)$要停产了?怎么搞,跌呗📉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375180456","isVote":1,"tweetType":1,"viewCount":2494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}