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小当当
2022-03-26
$蔚来(NIO)$
$小鹏汽车(XPEV)$
$理想汽车(LI)$
两年前的预言现在变成了现实,更严重的是未来现在不仅销量掉队,销量增速也与小鹏,理想差了一个数量级,蔚来大概率三年内破产。
@小当当:
$蔚来(NIO)$
只要2021年蔚来的销量没有保持在造车新势力第一,那么市值/股价就是腰斩。要知道第二
$小鹏汽车(XPEV)$
和第三
$理想汽车(LI)$
的市值不及蔚来一半,但销量接近且增速迅猛。
小当当
2021-06-26
$比特币基金(GBTC)$
比特币真实价值只有4300美元,比特币流动性50%是来自USDT,而USDT本身就是由Tether打造的骗局。Tether号称拥有400多亿美元资产的公司,做出来的财产细分表格,像是一个高中生用Excel随便画出来的,而且每一项都极为不透明,比特币6000亿美元的市值,一半流动性由400亿美元的USDT支撑,可见USDT超发有多严重,船要翻了,持有USDT的朋友们,抓紧最后的机会吧。
小当当
2021-01-16
$蔚来(NIO)$
只要2021年蔚来的销量没有保持在造车新势力第一,那么市值/股价就是腰斩。要知道第二
$小鹏汽车(XPEV)$
和第三
$理想汽车(LI)$
的市值不及蔚来一半,但销量接近且增速迅猛。
小当当
2021-01-15
$蔚来(NIO)$
国产新能源三巨头如果只有一个活得下来,那么小鹏的可能性是最高的,不喜欢小鹏的名字,但是何小鹏对于小鹏汽车的定位以及未来战略都很明确,程序员出生的他也更加意识到做平台,做软件的重要性。
$小鹏汽车(XPEV)$
$理想汽车(LI)$
小当当
2021-01-15
$蔚来(NIO)$
李斌的算盘:通过卖车获取有较强的消费能力的高净值中高端用户,通过线下Nio Life和线上手机app打造用户社区,把蔚来当做社交科技公司运作,企图用商业模式的创新走差异化路线跟特斯拉竞争。这种打法本身没啥问题,但是前提是市占率得提上来。不然就是一直烧投资人的钱,李斌说蔚来现金储备200亿人民币,但按照蔚来目前的烧钱速度,也只够烧1年半的。
$特斯拉(TSLA)$
$比亚迪(002594)$
小当当
2021-01-12
$蔚来(NIO)$
李跃亭NIO DAY上明显是在给投资人画饼,虽然特斯拉也给画,但特斯拉有自己的超级工厂,通过大规模自动化生产让价格迅速下探占领市场,然后把电车当作继手机后的下一代移动平台操作系统来赚取高毛利。而蔚来李斌显然是没想明白,宣称永不降价(大概率只是成本降不下来的嘴硬),把蔚来当作高端车来卖,思维依然只是卖车赚钱。从而错过占领市场的良机,类似于诺基亚,最后在手机智能化浪潮中起个大早赶个晚集。这样的卖车策略可能依然能够活下去,但是显然没办法支撑现在蔚来的市值(近1000亿美金)。就好像黑莓手机依然有人用,但是市场份额接近于零,影响力也近乎于零。
$比亚迪(002594)$
$特斯拉(TSLA)$
小当当
2020-10-27
$小米集团-W(01810)$
小米的真正未来在于智能家居IoT
小当当
2020-10-24
$蓝城兄弟(BLCT)$
市值严重高估,蓝城兄弟顶天4000万用户,对标陌陌4个多亿用户,股价8-9块比较正常,还有一波暴跌。
小当当
2020-10-14
$蔚来(NIO)$
真的PPT造车公司Nikola都有近100亿市值,蔚来的市值相比之下就完全被低估了。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>的市值不及蔚来一半,但销量接近且增速迅猛。","text":"$蔚来(NIO)$只要2021年蔚来的销量没有保持在造车新势力第一,那么市值/股价就是腰斩。要知道第二$小鹏汽车(XPEV)$和第三$理想汽车(LI)$的市值不及蔚来一半,但销量接近且增速迅猛。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334626023","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4492,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500094346399605","authorId":"3500094346399605","authorIdStr":"3500094346399605","name":"共同度过","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"你太牛了,预言家,那么你做空发大财了吗","text":"你太牛了,预言家,那么你做空发大财了吗","html":"你太牛了,预言家,那么你做空发大财了吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301791923,"gmtCreate":1603759497262,"gmtModify":1703830576731,"author":{"id":"3562038230512567","authorId":"3562038230512567","authorIdStr":"3562038230512567","name":"小当当","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米的真正未来在于智能家居IoT","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米的真正未来在于智能家居IoT","text":"$小米集团-W(01810)$小米的真正未来在于智能家居IoT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301791923","isVote":1,"tweetType":1,"viewCount":1563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309622149,"gmtCreate":1602682207081,"gmtModify":1703827418644,"author":{"id":"3562038230512567","authorId":"3562038230512567","authorIdStr":"3562038230512567","name":"小当当","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>真的PPT造车公司Nikola都有近100亿市值,蔚来的市值相比之下就完全被低估了。","listText":"<a 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