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小飞侠来喽
菜鸟期权玩家,随便玩玩
IP属地:广东
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小飞侠来喽
11-19
$百度(BIDU)$
被大空头盯上了,百度难了,通过拉长服务器折旧年限的方式实现盈利增长,实际业绩还是不太行啊
小飞侠来喽
11-11
从巴菲特身上学会了安全编辑,学会了价值投资,学会了做时间的朋友与价值为伍
小飞侠来喽
10-04
$CCH Holdings Ltd.(CCHH)$
冲了
小飞侠来喽
10-03
我买比亚迪,支持国货
小飞侠来喽
09-15
沙发
$ChowChow Cloud International Holdings Limited(CHOW)$
能暴涨吗🥺🥺🥺香港本土的云计算第一股!!必胜💪打算明天开盘支持一下,小市值,搏一搏,单车变摩托😎
沙发
小飞侠来喽
09-12
31 元哦,这个是我的猜测
小飞侠来喽
08-29
$Sound Group Inc.(SOGP)$
国内知名的荔枝 app 上半年 6700 万人民币净利润,派息一刀,上半年回购四百万刀股票。 按全年 1.2 亿净利润,给个 5pe 感觉不过分,对应市值八千万刀,还有很大的空间😂
小飞侠来喽
08-21
涨到你服为止,情绪价值很重要,情绪上头了,花多少钱都愿意!
$泡泡玛特(09992)$
小飞侠来喽
08-19
$一亩田(YMT)$
申购少了,今晚多买一点。农业信息化的市场很大,很大。一亩田作为行业龙头,广阔天地,大有可为👍👍👍
小飞侠来喽
08-18
$量子之歌(QSG)$
qsg 这个股票赚麻了,不过大多数仓位已经止盈,怎么后来跌了这么多呢🤔没搞懂哈
小飞侠来喽
08-18
$Hims & Hers Health Inc.(HIMS)$
买入这只股票,亏麻了哦,医疗健康板块,在今年是非常不受待见的一年,太颠了😵💫
小飞侠来喽
08-14
补货量增加LABUBU二手价格大跌,部分款式成交价跌至历史最低
蓝鲸新闻8月13日讯(记者 陆鹏鹏)近日,泡泡玛特旗下爆款IP LABUBU在二手交易市场价格暴跌。 据潮玩二手交易软件数据,LABUBU 3.0“前方高能”系列盲盒的整盒二手交易均价从7月的1000元高点降至如今788元,为历史最低。 单个玩偶方面,以前方高能系列隐藏款“本我”为例,最新成交均价为919元,该玩偶今年6月成交价高至2000元,7月高点价格为1300元,连日来一路走低。非隐藏款价格跌幅更大,相关系列玩偶在二手市场热度明显降温。随着泡泡玛特补货量增加,部分囤货黄牛因价格骤降损失巨大
$泡泡玛特(09992)$
补货量增加LABUBU二手价格大跌,部分款式成交价跌至历史最低
小飞侠来喽
08-13
你是不是一亩田的托啊😁
$一亩田(YMT)$
@一心想学好经济学的年轻人:
$一亩田(YMT)$
别骂了别骂了🥲
小飞侠来喽
08-13
$一亩田(YMT)$
放弃了,公司看起来像是搞诈骗的……
小飞侠来喽
08-12
Replying to
@YMT辛
:真的吗?🤩我不太相信哦,明天如果上的话,我打算开盘也买一点//
@YMT辛
:明天确定上了
@小飞侠来喽:
$一亩田(YMT)$
一次又一次的延期,这是第三次了吧😳感觉有诈啊……
小飞侠来喽
08-11
$一亩田(YMT)$
一次又一次的延期,这是第三次了吧😳感觉有诈啊……
小飞侠来喽
04-22
请教大佬如何看待后市,特朗普的关税战会持续四年吗?
@AaronHy
????
@小虎交易笔记:【冠军面对面】|超级披露实盘赛3月份冠军 @AaronHy :美联储不降息,交易还怎么玩?
小飞侠来喽
03-21
做空特斯拉😎必胜💪💪💪
$特斯拉(TSLA)$
哈哈
@小虎访谈:【小虎访谈】小飞侠来喽:做空DJT暴赚1万刀!长期看空特斯拉,预计会跌穿200!
小飞侠来喽
03-21
有时间的朋友,与价值为伍[开心][开心]
小飞侠来喽
03-15
$蜜雪集团(02097)$
无惧 315 打压股价,打算 300 捞两手,大家觉得可以不?支持雪王,雪王万岁!
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a> 无惧 315 打压股价,打算 300 捞两手,大家觉得可以不?支持雪王,雪王万岁!","listText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a> 无惧 315 打压股价,打算 300 捞两手,大家觉得可以不?支持雪王,雪王万岁!","text":"$蜜雪集团(02097)$ 无惧 315 打压股价,打算 300 捞两手,大家觉得可以不?支持雪王,雪王万岁!","images":[{"img":"https://static.tigerbbs.com/f1ab61479d3c18e42f9ceef774c2935b","width":"4032","height":"3024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413718968832104","isVote":1,"tweetType":1,"viewCount":2128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":370535879426128,"gmtCreate":1731476658096,"gmtModify":1731510003565,"author":{"id":"4182603153346322","authorId":"4182603153346322","name":"小飞侠来喽","avatar":"https://static.tigerbbs.com/cbc53a5cca9ea504008c1df9068355f0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182603153346322","idStr":"4182603153346322"},"themes":[],"title":"蔚来还有未来吗?来自死忠粉的灵魂6问","htmlText":"最近蔚来+乐道交付诸事不顺,资本市场表现低迷,想必关心蔚来的车友们都比较郁闷。此文不是落井下石,而是希望分享从一个局外人视角对蔚来近年来问题的思考。 首先叠个甲,本人蔚来死忠粉,所谓忠言逆耳,如果喷的有不对之处,接受一切批评指正。 2年前,在b站某个关于蔚来的视频里读到这样一条网友评论,深以为然,收藏至今 : “如果能放下成见仔细的去看蔚来目前的业务框架跟企业愿景,这就是盛世之下才能有的星辰大海一般的浪漫梦想;以及管理层对愿景的坚持,让我看到这不是像儿童一样的幻想,而是成年人的追求。只要蔚来一直保持初心,那么最终就只有两种结局,要么成为伟大的一流民族车企,要么在伟大之前资金、资源耗尽而折戟。你们那些推崇项羽不肯过江东的,为什么就不能睁眼看看现实中的英雄主义呢?你们说华为伟大的,大部分人十几年前知道华为在哪么?为什么就不能接受另一个成长中的有远大梦想的中国企业呢?” 正如这位有才的网友所说,蔚来的结局无非有二 - 成为伟大的一流民族车企,亦或是资金耗尽折戟沉沙,而我现在担心的,是蔚来正在向后者的方向慢慢悠悠的走去。 好了,现在开喷。 1.长期愿景 vs 短期执行。长期主义是我们欣赏蔚来的源动力,但这绝不上短期执行拉跨的借口。成立10年,到现在月交付在2万徘徊,已经记不清有多少种交不上车的理由了,疫情、产能、轮毂,最近还冒出什么上海的证件登记?长期主义不是企业经营乱象的遮羞布。 2.战略制定的理想 vs 现实。在一个拥有无穷资金、无限时间的理想世界,全部自研、海外重资产投入等宏大愿景没问题。但是,在真实世界,企业结合有限的资金与人力资源,结合宏观环境制定切实可行的战略才是正道。举三个例子: 1) 欧洲战略: 管理层在国内立足未稳的情况下大举进入欧洲,而是要把牛屋+换电站的重资产模式搬过去,我就想请问 - 有没有考虑过欧洲的人力成本和各种审批的繁文缛节,有没有考虑地缘政治对于车企","listText":"最近蔚来+乐道交付诸事不顺,资本市场表现低迷,想必关心蔚来的车友们都比较郁闷。此文不是落井下石,而是希望分享从一个局外人视角对蔚来近年来问题的思考。 首先叠个甲,本人蔚来死忠粉,所谓忠言逆耳,如果喷的有不对之处,接受一切批评指正。 2年前,在b站某个关于蔚来的视频里读到这样一条网友评论,深以为然,收藏至今 : “如果能放下成见仔细的去看蔚来目前的业务框架跟企业愿景,这就是盛世之下才能有的星辰大海一般的浪漫梦想;以及管理层对愿景的坚持,让我看到这不是像儿童一样的幻想,而是成年人的追求。只要蔚来一直保持初心,那么最终就只有两种结局,要么成为伟大的一流民族车企,要么在伟大之前资金、资源耗尽而折戟。你们那些推崇项羽不肯过江东的,为什么就不能睁眼看看现实中的英雄主义呢?你们说华为伟大的,大部分人十几年前知道华为在哪么?为什么就不能接受另一个成长中的有远大梦想的中国企业呢?” 正如这位有才的网友所说,蔚来的结局无非有二 - 成为伟大的一流民族车企,亦或是资金耗尽折戟沉沙,而我现在担心的,是蔚来正在向后者的方向慢慢悠悠的走去。 好了,现在开喷。 1.长期愿景 vs 短期执行。长期主义是我们欣赏蔚来的源动力,但这绝不上短期执行拉跨的借口。成立10年,到现在月交付在2万徘徊,已经记不清有多少种交不上车的理由了,疫情、产能、轮毂,最近还冒出什么上海的证件登记?长期主义不是企业经营乱象的遮羞布。 2.战略制定的理想 vs 现实。在一个拥有无穷资金、无限时间的理想世界,全部自研、海外重资产投入等宏大愿景没问题。但是,在真实世界,企业结合有限的资金与人力资源,结合宏观环境制定切实可行的战略才是正道。举三个例子: 1) 欧洲战略: 管理层在国内立足未稳的情况下大举进入欧洲,而是要把牛屋+换电站的重资产模式搬过去,我就想请问 - 有没有考虑过欧洲的人力成本和各种审批的繁文缛节,有没有考虑地缘政治对于车企","text":"最近蔚来+乐道交付诸事不顺,资本市场表现低迷,想必关心蔚来的车友们都比较郁闷。此文不是落井下石,而是希望分享从一个局外人视角对蔚来近年来问题的思考。 首先叠个甲,本人蔚来死忠粉,所谓忠言逆耳,如果喷的有不对之处,接受一切批评指正。 2年前,在b站某个关于蔚来的视频里读到这样一条网友评论,深以为然,收藏至今 : “如果能放下成见仔细的去看蔚来目前的业务框架跟企业愿景,这就是盛世之下才能有的星辰大海一般的浪漫梦想;以及管理层对愿景的坚持,让我看到这不是像儿童一样的幻想,而是成年人的追求。只要蔚来一直保持初心,那么最终就只有两种结局,要么成为伟大的一流民族车企,要么在伟大之前资金、资源耗尽而折戟。你们那些推崇项羽不肯过江东的,为什么就不能睁眼看看现实中的英雄主义呢?你们说华为伟大的,大部分人十几年前知道华为在哪么?为什么就不能接受另一个成长中的有远大梦想的中国企业呢?” 正如这位有才的网友所说,蔚来的结局无非有二 - 成为伟大的一流民族车企,亦或是资金耗尽折戟沉沙,而我现在担心的,是蔚来正在向后者的方向慢慢悠悠的走去。 好了,现在开喷。 1.长期愿景 vs 短期执行。长期主义是我们欣赏蔚来的源动力,但这绝不上短期执行拉跨的借口。成立10年,到现在月交付在2万徘徊,已经记不清有多少种交不上车的理由了,疫情、产能、轮毂,最近还冒出什么上海的证件登记?长期主义不是企业经营乱象的遮羞布。 2.战略制定的理想 vs 现实。在一个拥有无穷资金、无限时间的理想世界,全部自研、海外重资产投入等宏大愿景没问题。但是,在真实世界,企业结合有限的资金与人力资源,结合宏观环境制定切实可行的战略才是正道。举三个例子: 1) 欧洲战略: 管理层在国内立足未稳的情况下大举进入欧洲,而是要把牛屋+换电站的重资产模式搬过去,我就想请问 - 有没有考虑过欧洲的人力成本和各种审批的繁文缛节,有没有考虑地缘政治对于车企","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":20,"commentSize":29,"repostSize":12,"link":"https://laohu8.com/post/370535879426128","isVote":1,"tweetType":1,"viewCount":26251,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"forcec","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3518983480179242","idStr":"3518983480179242"},"content":"这样理性的蔚来粉多一点,可能蔚来也不至于到今天。整体说得挺好,但还是没有说到根本。在我看来,根本是四点: 1、高端纯电是个很小的市场,是不是未来?至少在今天看不到。如果作为起手势很好,接es8推出es6,这一步都很好,结果没有走下去,继续推出20多万的es5,这纯电战略就成了夹生饭。es8走增程,推20-30万的es5走量,这两条路,蔚来一条也不想走。 2、乐道是步臭棋,只见过低打高推子品牌,没见过高打低推子品牌,乐道也是死路。至于萤火虫,脑子搭错筋。 3、换电。最搞笑的商业模式。投资巨大、运营成本巨高、严重制约车身发展,得到的收益极低。所谓换电快只针对1台车而言,算上排队和去换电站的时间,毫无效率优势。储能更是一句笑话,晚上充电不是相当于储能?换电的电池折旧更是未来巨大的包袱。换电哪怕有一丁点好处,全世界能只有蔚来一家选择? 4、全栈自研看上去很牛,实际上搞了一堆车,没有一项核心技术。如果不能实现高阶自驾,蔚来的所有研发都基本等于0。 5、品牌。bba确实在萎缩,但是胜者并不是蔚来,不管你多么瞧不起,真正实现高端汽车国产品牌替代的依次是:问界、理想、极氪,蔚来连前三都排不上。蔚来实际的均价早已跌破30万,这里面超过一半还都是租电,真的要说自己是高端,可能小米都比蔚来有资格。 问题太多,余不一一。有人说蔚来也不是一点成绩也没有,这句话客观上也算对。但是如果你放在第一批新能源汽车的先发者,烧了近1000亿资金创业企业,目前渗透率已经达到50%的中国新能源市场。蔚来这个成绩单,离及格差太远。更要命的是,无论老板还是粉丝,都还在以学霸自居。","text":"这样理性的蔚来粉多一点,可能蔚来也不至于到今天。整体说得挺好,但还是没有说到根本。在我看来,根本是四点: 1、高端纯电是个很小的市场,是不是未来?至少在今天看不到。如果作为起手势很好,接es8推出es6,这一步都很好,结果没有走下去,继续推出20多万的es5,这纯电战略就成了夹生饭。es8走增程,推20-30万的es5走量,这两条路,蔚来一条也不想走。 2、乐道是步臭棋,只见过低打高推子品牌,没见过高打低推子品牌,乐道也是死路。至于萤火虫,脑子搭错筋。 3、换电。最搞笑的商业模式。投资巨大、运营成本巨高、严重制约车身发展,得到的收益极低。所谓换电快只针对1台车而言,算上排队和去换电站的时间,毫无效率优势。储能更是一句笑话,晚上充电不是相当于储能?换电的电池折旧更是未来巨大的包袱。换电哪怕有一丁点好处,全世界能只有蔚来一家选择? 4、全栈自研看上去很牛,实际上搞了一堆车,没有一项核心技术。如果不能实现高阶自驾,蔚来的所有研发都基本等于0。 5、品牌。bba确实在萎缩,但是胜者并不是蔚来,不管你多么瞧不起,真正实现高端汽车国产品牌替代的依次是:问界、理想、极氪,蔚来连前三都排不上。蔚来实际的均价早已跌破30万,这里面超过一半还都是租电,真的要说自己是高端,可能小米都比蔚来有资格。 问题太多,余不一一。有人说蔚来也不是一点成绩也没有,这句话客观上也算对。但是如果你放在第一批新能源汽车的先发者,烧了近1000亿资金创业企业,目前渗透率已经达到50%的中国新能源市场。蔚来这个成绩单,离及格差太远。更要命的是,无论老板还是粉丝,都还在以学霸自居。","html":"这样理性的蔚来粉多一点,可能蔚来也不至于到今天。整体说得挺好,但还是没有说到根本。在我看来,根本是四点: 1、高端纯电是个很小的市场,是不是未来?至少在今天看不到。如果作为起手势很好,接es8推出es6,这一步都很好,结果没有走下去,继续推出20多万的es5,这纯电战略就成了夹生饭。es8走增程,推20-30万的es5走量,这两条路,蔚来一条也不想走。 2、乐道是步臭棋,只见过低打高推子品牌,没见过高打低推子品牌,乐道也是死路。至于萤火虫,脑子搭错筋。 3、换电。最搞笑的商业模式。投资巨大、运营成本巨高、严重制约车身发展,得到的收益极低。所谓换电快只针对1台车而言,算上排队和去换电站的时间,毫无效率优势。储能更是一句笑话,晚上充电不是相当于储能?换电的电池折旧更是未来巨大的包袱。换电哪怕有一丁点好处,全世界能只有蔚来一家选择? 4、全栈自研看上去很牛,实际上搞了一堆车,没有一项核心技术。如果不能实现高阶自驾,蔚来的所有研发都基本等于0。 5、品牌。bba确实在萎缩,但是胜者并不是蔚来,不管你多么瞧不起,真正实现高端汽车国产品牌替代的依次是:问界、理想、极氪,蔚来连前三都排不上。蔚来实际的均价早已跌破30万,这里面超过一半还都是租电,真的要说自己是高端,可能小米都比蔚来有资格。 问题太多,余不一一。有人说蔚来也不是一点成绩也没有,这句话客观上也算对。但是如果你放在第一批新能源汽车的先发者,烧了近1000亿资金创业企业,目前渗透率已经达到50%的中国新能源市场。蔚来这个成绩单,离及格差太远。更要命的是,无论老板还是粉丝,都还在以学霸自居。"},{"author":{"id":"3572923745096038","authorId":"3572923745096038","name":"艾利克","avatar":"https://static.tigerbbs.com/38c157f119503362ec91004ee318384c","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3572923745096038","idStr":"3572923745096038"},"content":"作为蔚来车主痛心啊,同时持有了蔚来股票,心里更痛了","text":"作为蔚来车主痛心啊,同时持有了蔚来股票,心里更痛了","html":"作为蔚来车主痛心啊,同时持有了蔚来股票,心里更痛了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373025941643368,"gmtCreate":1732098762651,"gmtModify":1732108391515,"author":{"id":"4182603153346322","authorId":"4182603153346322","name":"小飞侠来喽","avatar":"https://static.tigerbbs.com/cbc53a5cca9ea504008c1df9068355f0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182603153346322","idStr":"4182603153346322"},"themes":[],"title":"蔚来三季报发发布,情况不妙","htmlText":"几个品牌的 Q3 财报数据: 单车收入:蔚来 26.99 万、理想 27.02 万、小鹏 18.9 万、极氪 26.2 万、小米汽车 23.87 万 汽车毛利率:蔚来 13.1%、理想 20.9%、小鹏 8.6%、极氪 15.7%、小米汽车 17.1% 整体毛利率:蔚来 10.7%、理想 21.5%、小鹏 15.3%、极氪 16% 总收入:蔚来 186 亿、理想 429 亿、小鹏 101 亿、极氪 183 亿、小米汽车 95 亿 研发费用:蔚来 33 亿、理想 26 亿、小鹏 16.3 亿,极氪 19.7 亿 研发费用率:蔚来 17%、理想 6%、小鹏 16%、极氪 11% 净利润 / 亏损:蔚来 -50 亿、理想 28 亿、小鹏 -18.1 亿、极氪 -11.3 亿、小米汽车约 -15 亿 现金储备:蔚来 422 亿、理想 1065 亿、小鹏 357.5 亿、极氪 82.9 亿 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> <a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ </a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> ","listText":"几个品牌的 Q3 财报数据: 单车收入:蔚来 26.99 万、理想 27.02 万、小鹏 18.9 万、极氪 26.2 万、小米汽车 23.87 万 汽车毛利率:蔚来 13.1%、理想 20.9%、小鹏 8.6%、极氪 15.7%、小米汽车 17.1% 整体毛利率:蔚来 10.7%、理想 21.5%、小鹏 15.3%、极氪 16% 总收入:蔚来 186 亿、理想 429 亿、小鹏 101 亿、极氪 183 亿、小米汽车 95 亿 研发费用:蔚来 33 亿、理想 26 亿、小鹏 16.3 亿,极氪 19.7 亿 研发费用率:蔚来 17%、理想 6%、小鹏 16%、极氪 11% 净利润 / 亏损:蔚来 -50 亿、理想 28 亿、小鹏 -18.1 亿、极氪 -11.3 亿、小米汽车约 -15 亿 现金储备:蔚来 422 亿、理想 1065 亿、小鹏 357.5 亿、极氪 82.9 亿 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> <a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ </a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> ","text":"几个品牌的 Q3 财报数据: 单车收入:蔚来 26.99 万、理想 27.02 万、小鹏 18.9 万、极氪 26.2 万、小米汽车 23.87 万 汽车毛利率:蔚来 13.1%、理想 20.9%、小鹏 8.6%、极氪 15.7%、小米汽车 17.1% 整体毛利率:蔚来 10.7%、理想 21.5%、小鹏 15.3%、极氪 16% 总收入:蔚来 186 亿、理想 429 亿、小鹏 101 亿、极氪 183 亿、小米汽车 95 亿 研发费用:蔚来 33 亿、理想 26 亿、小鹏 16.3 亿,极氪 19.7 亿 研发费用率:蔚来 17%、理想 6%、小鹏 16%、极氪 11% 净利润 / 亏损:蔚来 -50 亿、理想 28 亿、小鹏 -18.1 亿、极氪 -11.3 亿、小米汽车约 -15 亿 现金储备:蔚来 422 亿、理想 1065 亿、小鹏 357.5 亿、极氪 82.9 亿 $蔚来(NIO)$ $极氪(ZK)$ $小鹏汽车(XPEV)$ $理想汽车(LI)$ $小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":10,"commentSize":5,"repostSize":5,"link":"https://laohu8.com/post/373025941643368","isVote":1,"tweetType":1,"viewCount":13573,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000237","authorId":"9000000000000237","name":"有钱就有爱0","avatar":"https://static.tigerbbs.com/858c1ad16a7304f72e6b40cef60e53bc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000237","idStr":"9000000000000237"},"content":"哇塞,数据真是很有价值,感谢分享![强]","text":"哇塞,数据真是很有价值,感谢分享![强]","html":"哇塞,数据真是很有价值,感谢分享![强]"},{"author":{"id":"3532600836226527","authorId":"3532600836226527","name":"大鱼海棠_4922","avatar":"https://static.tigerbbs.com/9b23c8adf7d1eae7919cdaccc2da3aa8","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3532600836226527","idStr":"3532600836226527"},"content":"蔚来搞芯片 系统 手机 这几项真是太扯犊子了","text":"蔚来搞芯片 系统 手机 这几项真是太扯犊子了","html":"蔚来搞芯片 系统 手机 这几项真是太扯犊子了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366025539830000,"gmtCreate":1730362128671,"gmtModify":1730364647129,"author":{"id":"4182603153346322","authorId":"4182603153346322","name":"小飞侠来喽","avatar":"https://static.tigerbbs.com/cbc53a5cca9ea504008c1df9068355f0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182603153346322","idStr":"4182603153346322"},"themes":[],"title":"美国大选结果出现逆转?","htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$ </a> 昨晚最新消息,哈里斯在三个摇摆州民调都大幅领先川普10%以上: 在亚利桑那州,提前投票的选民中,56%的人支持哈里斯,44%的人支持特朗普,哈里斯领先特朗普12个百分点。在北卡罗来纳州,提前投票的选民中,55%的人支持哈里斯,43%的人支持特朗普,哈里斯领先特朗普12个百分点。在佐治亚州,提前投票的选民中,55%的人支持哈里斯,45%的人支持特朗普,哈里斯领先特朗普10个百分点。这些数据非常重要,因为这三个州都是关键的摇摆州。在美国,一共有七个摇摆州,它们能够决定总统大选的结果。在此前的民调中,哈里斯和特朗普在七个摇摆州里面整体打成了平手,特朗普仅在内华达州明显领先于哈里斯。另外四个摇摆州中,宾州有19张选举人票,是摇摆州中票数最多的。在过去五届总统选举中,民主党人四次拿下了宾州,只有2016年特朗普赢得了宾州,并最终赢得了美国大选。 昨晚NBC新闻还更新了提前投票的数据,显示哈里斯大幅度领先,尤其是在宾州也是大幅度领先川普。","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$ </a> 昨晚最新消息,哈里斯在三个摇摆州民调都大幅领先川普10%以上: 在亚利桑那州,提前投票的选民中,56%的人支持哈里斯,44%的人支持特朗普,哈里斯领先特朗普12个百分点。在北卡罗来纳州,提前投票的选民中,55%的人支持哈里斯,43%的人支持特朗普,哈里斯领先特朗普12个百分点。在佐治亚州,提前投票的选民中,55%的人支持哈里斯,45%的人支持特朗普,哈里斯领先特朗普10个百分点。这些数据非常重要,因为这三个州都是关键的摇摆州。在美国,一共有七个摇摆州,它们能够决定总统大选的结果。在此前的民调中,哈里斯和特朗普在七个摇摆州里面整体打成了平手,特朗普仅在内华达州明显领先于哈里斯。另外四个摇摆州中,宾州有19张选举人票,是摇摆州中票数最多的。在过去五届总统选举中,民主党人四次拿下了宾州,只有2016年特朗普赢得了宾州,并最终赢得了美国大选。 昨晚NBC新闻还更新了提前投票的数据,显示哈里斯大幅度领先,尤其是在宾州也是大幅度领先川普。","text":"$特朗普媒体科技集团(DJT)$ 昨晚最新消息,哈里斯在三个摇摆州民调都大幅领先川普10%以上: 在亚利桑那州,提前投票的选民中,56%的人支持哈里斯,44%的人支持特朗普,哈里斯领先特朗普12个百分点。在北卡罗来纳州,提前投票的选民中,55%的人支持哈里斯,43%的人支持特朗普,哈里斯领先特朗普12个百分点。在佐治亚州,提前投票的选民中,55%的人支持哈里斯,45%的人支持特朗普,哈里斯领先特朗普10个百分点。这些数据非常重要,因为这三个州都是关键的摇摆州。在美国,一共有七个摇摆州,它们能够决定总统大选的结果。在此前的民调中,哈里斯和特朗普在七个摇摆州里面整体打成了平手,特朗普仅在内华达州明显领先于哈里斯。另外四个摇摆州中,宾州有19张选举人票,是摇摆州中票数最多的。在过去五届总统选举中,民主党人四次拿下了宾州,只有2016年特朗普赢得了宾州,并最终赢得了美国大选。 昨晚NBC新闻还更新了提前投票的数据,显示哈里斯大幅度领先,尤其是在宾州也是大幅度领先川普。","images":[{"img":"https://static.tigerbbs.com/b9db6327f3a5c7e01bbfecf0c5adbed7","width":"831","height":"891"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":9,"repostSize":4,"link":"https://laohu8.com/post/366025539830000","isVote":1,"tweetType":1,"viewCount":7216,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4164250913188572","authorId":"4164250913188572","name":"郭6688","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4164250913188572","idStr":"4164250913188572"},"content":"2020年大选,在宾州邮寄选票中,拜登得了199万票,特朗普得了59万票,拜登领先特朗普140万票。而在大选当日现场投票中,拜登得了大约141万票,而特朗普得了273万票,特朗普领先拜登132万票。邮寄选票加上选举日现场投票,最终拜登以8万票险胜宾州。具体数据可以看附图中得宾州选举官方数据。 而到今天为止的最新数据,宾州邮寄选票140万票,注册民主党人投票是58.4%,而共和党人投票31.2%,中立人士投票10.4%。不计中立人士的话,民主党人只领先共和党人38万票。距离大选还有8天,最终邮寄选票总数会接近200万票。民主党领先比例正在逐日缩小,所以最后预计邮寄票只领先共和党不超过60万票。","text":"2020年大选,在宾州邮寄选票中,拜登得了199万票,特朗普得了59万票,拜登领先特朗普140万票。而在大选当日现场投票中,拜登得了大约141万票,而特朗普得了273万票,特朗普领先拜登132万票。邮寄选票加上选举日现场投票,最终拜登以8万票险胜宾州。具体数据可以看附图中得宾州选举官方数据。 而到今天为止的最新数据,宾州邮寄选票140万票,注册民主党人投票是58.4%,而共和党人投票31.2%,中立人士投票10.4%。不计中立人士的话,民主党人只领先共和党人38万票。距离大选还有8天,最终邮寄选票总数会接近200万票。民主党领先比例正在逐日缩小,所以最后预计邮寄票只领先共和党不超过60万票。","html":"2020年大选,在宾州邮寄选票中,拜登得了199万票,特朗普得了59万票,拜登领先特朗普140万票。而在大选当日现场投票中,拜登得了大约141万票,而特朗普得了273万票,特朗普领先拜登132万票。邮寄选票加上选举日现场投票,最终拜登以8万票险胜宾州。具体数据可以看附图中得宾州选举官方数据。 而到今天为止的最新数据,宾州邮寄选票140万票,注册民主党人投票是58.4%,而共和党人投票31.2%,中立人士投票10.4%。不计中立人士的话,民主党人只领先共和党人38万票。距离大选还有8天,最终邮寄选票总数会接近200万票。民主党领先比例正在逐日缩小,所以最后预计邮寄票只领先共和党不超过60万票。"},{"author":{"id":"4164250913188572","authorId":"4164250913188572","name":"郭6688","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4164250913188572","idStr":"4164250913188572"},"content":"你就说,你有没有买做空期权,没买会这么闲[开心]","text":"你就说,你有没有买做空期权,没买会这么闲[开心]","html":"你就说,你有没有买做空期权,没买会这么闲[开心]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":472562158469296,"gmtCreate":1756403611512,"gmtModify":1756417043112,"author":{"id":"4182603153346322","authorId":"4182603153346322","name":"小飞侠来喽","avatar":"https://static.tigerbbs.com/cbc53a5cca9ea504008c1df9068355f0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182603153346322","idStr":"4182603153346322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOGP\">$Sound Group Inc.(SOGP)$</a> 国内知名的荔枝 app 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感觉不过分,对应市值八千万刀,还有很大的空间😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/472562158469296","isVote":1,"tweetType":1,"viewCount":11650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336574683619744,"gmtCreate":1723211014361,"gmtModify":1723211249668,"author":{"id":"4182603153346322","authorId":"4182603153346322","name":"小飞侠来喽","avatar":"https://static.tigerbbs.com/cbc53a5cca9ea504008c1df9068355f0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182603153346322","idStr":"4182603153346322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LUMN\">$Lumen Technologies(LUMN)$</a> ","listText":"<a href=\"https://laohu8.com/S/LUMN\">$Lumen Technologies(LUMN)$</a> ","text":"$Lumen 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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/361157244043280","isVote":1,"tweetType":1,"viewCount":4096,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530827895562071","authorId":"3530827895562071","name":"文明虎","avatar":"https://static.tigerbbs.com/0a7e9985e9e42c0e78e07340d23e3c46","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3530827895562071","idStr":"3530827895562071"},"content":"哪粘贴的内容?现在市值才60哪来的几百","text":"哪粘贴的内容?现在市值才60哪来的几百","html":"哪粘贴的内容?现在市值才60哪来的几百"},{"author":{"id":"3585827072132319","authorId":"3585827072132319","name":"ROWCOLUMN","avatar":"https://static.tigerbbs.com/f4dcb42806b4f40b1c1324402be9e741","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3585827072132319","idStr":"3585827072132319"},"content":"吕不韦花重金投资赢异人当秦储君,后来赢异人当秦王,吕不韦成了秦相国,","text":"吕不韦花重金投资赢异人当秦储君,后来赢异人当秦王,吕不韦成了秦相国,","html":"吕不韦花重金投资赢异人当秦储君,后来赢异人当秦王,吕不韦成了秦相国,"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397477258350816,"gmtCreate":1738062510495,"gmtModify":1738062519647,"author":{"id":"4182603153346322","authorId":"4182603153346322","name":"小飞侠来喽","avatar":"https://static.tigerbbs.com/cbc53a5cca9ea504008c1df9068355f0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182603153346322","idStr":"4182603153346322"},"themes":[],"htmlText":"过年啦,红红火火过大年,祝大家蛇年大吉大利 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一次又一次的延期,这是第三次了吧😳感觉有诈啊……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/466428119286232","isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4216473651979350","authorId":"4216473651979350","name":"坚持就是胜利啊","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4216473651979350","idStr":"4216473651979350"},"content":"明天确定上了","text":"明天确定上了","html":"明天确定上了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362687762370760,"gmtCreate":1729576170504,"gmtModify":1729577569673,"author":{"id":"4182603153346322","authorId":"4182603153346322","name":"小飞侠来喽","avatar":"https://static.tigerbbs.com/cbc53a5cca9ea504008c1df9068355f0","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4182603153346322","idStr":"4182603153346322"},"themes":[],"title":"人生能有几回搏?","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> <a href=\"https://laohu8.com/S/688256\">$寒武纪(688256)$</a> 1、市场情绪面一科技成长股大爆发,“地平线概念股”先声夺人 “推进中国式现代化,科技要打头阵”“人生能有几回搏”,彻底点燃市场热情,A股“地平线概念股”股价已经全面沸腾,静待地平线概念股本主-地平线周四上市。 2、基本面-正面 PK英伟达 Orin-X芯片和特斯拉 FSD芯片 公司是市场领先的乘用车高级辅助驾驶(ADAS)和高阶自动驾驶(AD)解决方案供应商。公司的解决方案整合了领先的算法、专用的软件和先进的处理硬件,为高级辅助和高阶自动驾驶提供核心技术。 3、行业格局面一国产替代行业老大,受益于国安部非法测绘 公司是智能驾驶芯片、软件及算法领域国产替代唯一的老大,随着上周国安部非法测绘事件发酵未来国内大部分市场份额将有望实现国产替代公司将成为最大受益人。 4、发行筹码面一国际配售超 10倍覆盖,国际超级大长线下单,散户回拨少(15%),绿鞋兜得住(15%) 公司发行7亿美金,其中:基石拿走2.2亿美金占比 32%,百度、阿里下注,国际配售目前已经超过10倍+覆盖(融资额7亿美金,机构下单近百亿美金),根据IFR报道,有超级大长线下单覆盖所有 4.8亿美金国际配售额度,注定这是一个欧美长线机构决定的票,持有时间都是按年计算散户回拨15%拿走1.05亿美金,绿鞋有15%,完全可以兜得住 5、估值面一较上一轮外资产业股东-大众(87亿美金)折价30%发行让利新股东,向上空间完全打开 发行市值 468亿,参考A股智能芯片龙头寒武纪1700一市值,空间巨大。 6、最后的话,就一句:人生能有几回搏??","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> <a href=\"https://laohu8.com/S/688256\">$寒武纪(688256)$</a> 1、市场情绪面一科技成长股大爆发,“地平线概念股”先声夺人 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4、发行筹码面一国际配售超 10倍覆盖,国际超级大长线下单,散户回拨少(15%),绿鞋兜得住(15%) 公司发行7亿美金,其中:基石拿走2.2亿美金占比 32%,百度、阿里下注,国际配售目前已经超过10倍+覆盖(融资额7亿美金,机构下单近百亿美金),根据IFR报道,有超级大长线下单覆盖所有 4.8亿美金国际配售额度,注定这是一个欧美长线机构决定的票,持有时间都是按年计算散户回拨15%拿走1.05亿美金,绿鞋有15%,完全可以兜得住 5、估值面一较上一轮外资产业股东-大众(87亿美金)折价30%发行让利新股东,向上空间完全打开 发行市值 468亿,参考A股智能芯片龙头寒武纪1700一市值,空间巨大。 6、最后的话,就一句:人生能有几回搏??","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/362687762370760","isVote":2,"tweetType":1,"viewCount":9308,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3504,"gmtBegin":1729576170501,"gmtEnd":1730180901814,"type":1,"upper":1,"title":"地平线首日涨幅能有多少","choices":[{"id":12458,"sort":1,"name":"超过 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其实从第一天我们就预计到了这个局面。我们做设计很少参考别人。萤火虫的设计主要是“三重奏”的理念。 我们内部已经有不少人,也邀请过一些朋友看过实车。我认为他们对我还是比较真诚的。我可以非常肯定的说,至少没有任何一个人说“我不喜欢这个设计”。” NIO Day国际媒体群访$蔚来(NIO)$ $苹果(AAPL)$ $特斯拉(TSLA)$ 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本次大会围绕小米澎湃OS、IoT生态链、汽车智能座舱以及互联网商业合作等主题,展现出小米在生态构建、AI应用和国际化探索上的深厚潜力。 方向一:硬件规模与软件生态的深度融合 小米凭借其庞大的硬件覆盖和连接能力,为软件生态提供了强大的支撑。截止2024年,小米IoT平台已连接超过6亿台智能设备,涵盖手机、家居设备、智能穿戴及汽车等领域。硬件的多样性和普及率,推动了小米澎湃OS的快速发展。 小米澎湃OS不仅作为手机与智能家居的核心操作系统,还实现了跨设备的无缝协作。例如,通过智能语音助手“小爱同学”,用户可以在车内操控家中设备,或通过手机远程检查汽车状态。这种软硬件结合的生态效应,不仅提升了用户体验,也为开发者带来了更广阔的创新机会。尤其是在开发者平台上,小米通过开放API、工具包以及数据支持,为第三方应用和服务的快速上线提供了强大支持。 方向二:生态、AI、出海三大赋能助力持续增长 生态赋能:从连接到场景的全面渗透 小米「人车家」生态通过打造高效协作的智能场景,赋能合作伙伴在细分领域实现商业价值。例如,在智能家居领域,小米生态链企业通过统一的生态接口标准,迅速扩大市场覆盖面。同时,汽车智能座舱的推出,则进一步延伸了小米IoT生态的触角,为车联网市场注入活力。 AI赋能:智能技术驱动生态革新 AI作为小米生态的重要基石,不仅提升了设备的智能化体验,还创造了数据增值的空间。在本次大会中,小米展示了基于AI的情景感知技术、语音交互优化和精准推送能力。这些技术使得用户体验更加个性化,也为开发者提供了多维度的数据支持,从而实现商业模式的多样化。 出海赋能:全球化布局的商业潜力 近年来,小米持续拓展海外市场,其IoT生态产品已覆盖全球100多个国家。在国际化战略中,小米以高性价比硬件为入口,结合本","listText":"三天前,小米在北京召开了人车家生态合作伙伴大会,我作为资深米粉在哔站观看了回放,感触良多。 本次大会围绕小米澎湃OS、IoT生态链、汽车智能座舱以及互联网商业合作等主题,展现出小米在生态构建、AI应用和国际化探索上的深厚潜力。 方向一:硬件规模与软件生态的深度融合 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