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不敢为天下先
06-03
$LAU.HK 20240627 80.00 CALL$
不敢为天下先
06-03
$LAU.HK 20240627 80.00 CALL$
不敢为天下先
05-24
$LI 20240524 19.5 CALL$
不敢为天下先
05-23
$NVDA 20240524 940.0 CALL$
不敢为天下先
05-22
$LAU.HK 20240627 85.00 CALL$
不敢为天下先
05-22
$LAU.HK 20240627 85.00 CALL$
理想持续看多,合计买入美股10000美金,港币140000,实时更新收益
不敢为天下先
05-21
$LAU.HK 20240530 82.50 CALL$
继续开多单
不敢为天下先
05-21
$LAU.HK 20240627 85.00 CALL$
理想开港股多单
不敢为天下先
05-21
$TCH.HK 20240530 390.00 PUT$
不敢为天下先
05-21
$TCH.HK 20240530 390.00 PUT$
不敢为天下先
05-21
今天的跳水是对MEGA的买单,明天的上涨是对L6的肯定,这家公司非常有价值
不敢为天下先
05-21
$LI 20240524 21.0 CALL$
多单继续有盈利
不敢为天下先
05-21
$LI 20240524 21.5 CALL$
多单开始有盈利
不敢为天下先
05-20
$LI 20240524 22.5 CALL$
还是多单
不敢为天下先
05-20
$LI 20240524 21.0 CALL$
多单
不敢为天下先
05-20
$LI 20240524 21.5 CALL$
多单持有到24号,预计涨200%
不敢为天下先
05-20
$LI 20240524 22.5 PUT$
止盈,加仓多单
不敢为天下先
05-20
$LAU.HK 20240627 105.00 CALL$
目前盈利9000,预期盈利10万+
不敢为天下先
05-20
$TCH.HK 20240530 360.00 PUT$
腾讯在360的时候做空,然后快亏没了,这份期权大概率也是凉了,幸亏没有压重仓
不敢为天下先
05-20
$MIU.HK 20240530 19.00 PUT$
小米这份看空期权亏损39%,但是我认为在行权日前。有翻红的可能性,原因是5月份的产能和交付,但小米长期看涨。而且看大涨
去老虎APP查看更多动态
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2块钱以下,不管哪种可能,都得加重注","images":[{"img":"https://static.tigerbbs.com/19bd34ee6c1f5faae2ce915850a07d0c","width":"972","height":"1631"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":20,"repostSize":2,"link":"https://laohu8.com/post/219274455658520","isVote":1,"tweetType":1,"viewCount":13080,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"FF第一大股东和老贾想把中国恒大,融创赶出局,所以联合做空,稀释、再稀释,然后低价吸筹。没有中国工厂,FF仍然死路一条,坑惨中国粉丝,FF造出来在中国也卖不出去一台车,过街老鼠。","text":"FF第一大股东和老贾想把中国恒大,融创赶出局,所以联合做空,稀释、再稀释,然后低价吸筹。没有中国工厂,FF仍然死路一条,坑惨中国粉丝,FF造出来在中国也卖不出去一台车,过街老鼠。","html":"FF第一大股东和老贾想把中国恒大,融创赶出局,所以联合做空,稀释、再稀释,然后低价吸筹。没有中国工厂,FF仍然死路一条,坑惨中国粉丝,FF造出来在中国也卖不出去一台车,过街老鼠。"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":257519318724760,"gmtCreate":1703904421284,"gmtModify":1704164609305,"author":{"id":"4154251016181652","authorId":"4154251016181652","name":"不敢为天下先","avatar":"https://static.tigerbbs.com/d0ee4acd630df2dde175d7dc062e2bd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154251016181652","authorIdStr":"4154251016181652"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>作为一个小米股票的持有者,一个投票的最高境界:用钱投票的米粉,我有资格谈一谈su7 先说结论,su7是判断错误新能源汽车发展方向的产品,从他主打性能和操控性可以看出,21年造车的时候他对趋势的判断是电动化,所以他在性能,操控,硬件上堆用了很多精力 但是23年末,趋势已经很明显了,是智能化和自动化的发展方向,但是产品已经按照电动化和操控性造好了,于是宣传重点从运动性转为了科技与生态,这是很典型的对趋势的判断失误 从产品上看,他选择了造轿车,这是一款雷军喜欢的车,而不是消费者喜欢的车,并不是车本身不OK,而是他所推崇和重点宣传的265千米时速对于99%的消费者来说,根本没有应用场景,99%的人一辈子都不会把电门踩到265千米。而却要为这超出使用需求的功能多支付20000或者更多的成本,这典型属于99%的人为1%的人的需求买单,这种行为叫:劫贫济富,从这个角度看,这款车很牛。但是定位失败了 最后一个我很担心的事情是,我们都能看出来的事情小米内部不可能没有人看不出来,但是这款车依然按照这个方向和定位去造,这隐藏着一个很可怕的答案:立项和决策过程没有民主集中和科学决策,而是以一人的意志为中心,这比前面两个问题更可怕 发布会当天,我在群里说发布会感觉好尬,怪怪的,从第二天的股价来看。看来并不是我一个人是这种感觉 我希望这段话对小米有所参考,因为跟那些嘴炮用嘴投票不同。我选择了投票的最高境界:用钱投票。。。 所以。雷总。不要辜负万千米粉对小米汽车的期待,不忘初心。造一款人人都买得起用的好的好车,而这台好车,肯定不是265公里时速那种,而是一台我坐上车不用碰方向盘就能带着我到达目的地的车,毕竟,您还指望我喜欢这台车自动驾驶状态下载着我以265公里的时速狂飙吗? 请记住","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>作为一个小米股票的持有者,一个投票的最高境界:用钱投票的米粉,我有资格谈一谈su7 先说结论,su7是判断错误新能源汽车发展方向的产品,从他主打性能和操控性可以看出,21年造车的时候他对趋势的判断是电动化,所以他在性能,操控,硬件上堆用了很多精力 但是23年末,趋势已经很明显了,是智能化和自动化的发展方向,但是产品已经按照电动化和操控性造好了,于是宣传重点从运动性转为了科技与生态,这是很典型的对趋势的判断失误 从产品上看,他选择了造轿车,这是一款雷军喜欢的车,而不是消费者喜欢的车,并不是车本身不OK,而是他所推崇和重点宣传的265千米时速对于99%的消费者来说,根本没有应用场景,99%的人一辈子都不会把电门踩到265千米。而却要为这超出使用需求的功能多支付20000或者更多的成本,这典型属于99%的人为1%的人的需求买单,这种行为叫:劫贫济富,从这个角度看,这款车很牛。但是定位失败了 最后一个我很担心的事情是,我们都能看出来的事情小米内部不可能没有人看不出来,但是这款车依然按照这个方向和定位去造,这隐藏着一个很可怕的答案:立项和决策过程没有民主集中和科学决策,而是以一人的意志为中心,这比前面两个问题更可怕 发布会当天,我在群里说发布会感觉好尬,怪怪的,从第二天的股价来看。看来并不是我一个人是这种感觉 我希望这段话对小米有所参考,因为跟那些嘴炮用嘴投票不同。我选择了投票的最高境界:用钱投票。。。 所以。雷总。不要辜负万千米粉对小米汽车的期待,不忘初心。造一款人人都买得起用的好的好车,而这台好车,肯定不是265公里时速那种,而是一台我坐上车不用碰方向盘就能带着我到达目的地的车,毕竟,您还指望我喜欢这台车自动驾驶状态下载着我以265公里的时速狂飙吗? 请记住","text":"$小米集团-W(01810)$ 作为一个小米股票的持有者,一个投票的最高境界:用钱投票的米粉,我有资格谈一谈su7 先说结论,su7是判断错误新能源汽车发展方向的产品,从他主打性能和操控性可以看出,21年造车的时候他对趋势的判断是电动化,所以他在性能,操控,硬件上堆用了很多精力 但是23年末,趋势已经很明显了,是智能化和自动化的发展方向,但是产品已经按照电动化和操控性造好了,于是宣传重点从运动性转为了科技与生态,这是很典型的对趋势的判断失误 从产品上看,他选择了造轿车,这是一款雷军喜欢的车,而不是消费者喜欢的车,并不是车本身不OK,而是他所推崇和重点宣传的265千米时速对于99%的消费者来说,根本没有应用场景,99%的人一辈子都不会把电门踩到265千米。而却要为这超出使用需求的功能多支付20000或者更多的成本,这典型属于99%的人为1%的人的需求买单,这种行为叫:劫贫济富,从这个角度看,这款车很牛。但是定位失败了 最后一个我很担心的事情是,我们都能看出来的事情小米内部不可能没有人看不出来,但是这款车依然按照这个方向和定位去造,这隐藏着一个很可怕的答案:立项和决策过程没有民主集中和科学决策,而是以一人的意志为中心,这比前面两个问题更可怕 发布会当天,我在群里说发布会感觉好尬,怪怪的,从第二天的股价来看。看来并不是我一个人是这种感觉 我希望这段话对小米有所参考,因为跟那些嘴炮用嘴投票不同。我选择了投票的最高境界:用钱投票。。。 所以。雷总。不要辜负万千米粉对小米汽车的期待,不忘初心。造一款人人都买得起用的好的好车,而这台好车,肯定不是265公里时速那种,而是一台我坐上车不用碰方向盘就能带着我到达目的地的车,毕竟,您还指望我喜欢这台车自动驾驶状态下载着我以265公里的时速狂飙吗? 请记住","images":[{"img":"https://static.tigerbbs.com/ec2f1b76704bc2a41f63ed8d292e8df8","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":52,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/257519318724760","isVote":1,"tweetType":1,"viewCount":7553,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494288406652777","authorId":"3494288406652777","name":"zzf1994","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494288406652777","authorIdStr":"3494288406652777"},"content":"对标models懂吗,第一部出来个龟速车后面怎么打","text":"对标models懂吗,第一部出来个龟速车后面怎么打","html":"对标models懂吗,第一部出来个龟速车后面怎么打"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":219620816150632,"gmtCreate":1694656037486,"gmtModify":1694656042903,"author":{"id":"4154251016181652","authorId":"4154251016181652","name":"不敢为天下先","avatar":"https://static.tigerbbs.com/d0ee4acd630df2dde175d7dc062e2bd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154251016181652","authorIdStr":"4154251016181652"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>谈谈当下最火爆的比亚迪 先说结论:中国未来的电动车车市场头部属于特斯拉,小米汽车,华为 比亚迪是一家披着新势力外衣的传统车企,他的企业经营逻辑是前时代的,今日的优势是占了供应链的先机,比亚迪大概率是智能机时代的HTC,占得先机,但最终 原因分析: 一:生产角度看,比亚迪选择多车型堆销量,在5-10万,10-15万,15-20万,20-25万,25-30万,各个价格区间投放对应的车型,迅速靠此策略将销量推到很高,比亚迪前期受其所益,后期大概率受其所制 如果同样的200万辆销量,比亚迪是通过20款车完成的,特斯拉和小米会是通过2款车型完成的,如果你是搞生产的,你会明白这意味着什么,在同样的价格区间的车,对方的投入和研发强度是比亚迪的十倍,而这是其产品无法抗衡的 二:销售角度看,比亚迪选择渠道商4S店模式,特斯拉小米选择直营,4s店渠道的优点是前期拓展快,缺点是后期厂家受渠道商掣肘,长久看,不符合去中间化的大势,渠道模式越往后做越难做,因为利益分配容易与渠道产生冲突,并且不利于消费者 三:技术角度看,电动车市场最终比拼的核心竞争力是谁能率先做出来ios系统来,也就是智能化的自动驾驶,谁掌握了这一点,也就拿走了行业的绝大部分利润,这个技术绝不可能出现在比亚迪身上,因为他是一家披着新势力的传统车企,突破大概率是特斯拉或者华为 这也大概是为什么任正非不愿意现在下场造车的原因,他明白,汽车硬件即使堆砌的再厉害,在智能化出来以后,大概是也是被碾压,所以华为不是不造车,而必然是先突破智能化和自动驾驶,再造车,他的华为不造车有效期5年,大概率图谋的也是这个,毕竟,华为的优势是技术,而不是供应链,错位竞争,抓牛鼻子 新能源汽车前半段是电动化,后半段是智能化和自动化这句话,是","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>谈谈当下最火爆的比亚迪 先说结论:中国未来的电动车车市场头部属于特斯拉,小米汽车,华为 比亚迪是一家披着新势力外衣的传统车企,他的企业经营逻辑是前时代的,今日的优势是占了供应链的先机,比亚迪大概率是智能机时代的HTC,占得先机,但最终 原因分析: 一:生产角度看,比亚迪选择多车型堆销量,在5-10万,10-15万,15-20万,20-25万,25-30万,各个价格区间投放对应的车型,迅速靠此策略将销量推到很高,比亚迪前期受其所益,后期大概率受其所制 如果同样的200万辆销量,比亚迪是通过20款车完成的,特斯拉和小米会是通过2款车型完成的,如果你是搞生产的,你会明白这意味着什么,在同样的价格区间的车,对方的投入和研发强度是比亚迪的十倍,而这是其产品无法抗衡的 二:销售角度看,比亚迪选择渠道商4S店模式,特斯拉小米选择直营,4s店渠道的优点是前期拓展快,缺点是后期厂家受渠道商掣肘,长久看,不符合去中间化的大势,渠道模式越往后做越难做,因为利益分配容易与渠道产生冲突,并且不利于消费者 三:技术角度看,电动车市场最终比拼的核心竞争力是谁能率先做出来ios系统来,也就是智能化的自动驾驶,谁掌握了这一点,也就拿走了行业的绝大部分利润,这个技术绝不可能出现在比亚迪身上,因为他是一家披着新势力的传统车企,突破大概率是特斯拉或者华为 这也大概是为什么任正非不愿意现在下场造车的原因,他明白,汽车硬件即使堆砌的再厉害,在智能化出来以后,大概是也是被碾压,所以华为不是不造车,而必然是先突破智能化和自动驾驶,再造车,他的华为不造车有效期5年,大概率图谋的也是这个,毕竟,华为的优势是技术,而不是供应链,错位竞争,抓牛鼻子 新能源汽车前半段是电动化,后半段是智能化和自动化这句话,是","text":"$小米集团-W(01810)$ 谈谈当下最火爆的比亚迪 先说结论:中国未来的电动车车市场头部属于特斯拉,小米汽车,华为 比亚迪是一家披着新势力外衣的传统车企,他的企业经营逻辑是前时代的,今日的优势是占了供应链的先机,比亚迪大概率是智能机时代的HTC,占得先机,但最终 原因分析: 一:生产角度看,比亚迪选择多车型堆销量,在5-10万,10-15万,15-20万,20-25万,25-30万,各个价格区间投放对应的车型,迅速靠此策略将销量推到很高,比亚迪前期受其所益,后期大概率受其所制 如果同样的200万辆销量,比亚迪是通过20款车完成的,特斯拉和小米会是通过2款车型完成的,如果你是搞生产的,你会明白这意味着什么,在同样的价格区间的车,对方的投入和研发强度是比亚迪的十倍,而这是其产品无法抗衡的 二:销售角度看,比亚迪选择渠道商4S店模式,特斯拉小米选择直营,4s店渠道的优点是前期拓展快,缺点是后期厂家受渠道商掣肘,长久看,不符合去中间化的大势,渠道模式越往后做越难做,因为利益分配容易与渠道产生冲突,并且不利于消费者 三:技术角度看,电动车市场最终比拼的核心竞争力是谁能率先做出来ios系统来,也就是智能化的自动驾驶,谁掌握了这一点,也就拿走了行业的绝大部分利润,这个技术绝不可能出现在比亚迪身上,因为他是一家披着新势力的传统车企,突破大概率是特斯拉或者华为 这也大概是为什么任正非不愿意现在下场造车的原因,他明白,汽车硬件即使堆砌的再厉害,在智能化出来以后,大概是也是被碾压,所以华为不是不造车,而必然是先突破智能化和自动驾驶,再造车,他的华为不造车有效期5年,大概率图谋的也是这个,毕竟,华为的优势是技术,而不是供应链,错位竞争,抓牛鼻子 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