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控盘坐庄最在行
08-22 21:28
$理想汽车(LI)$
优秀的智能汽车公司必然是人工智能和机器人公司,理想的机器人业务要起步了$
控盘坐庄最在行
08-22 18:24
$苹果(AAPL)$
探索太空这么好,为何巴菲特不会参与?马斯克只是给巴芒打工的。巴菲特抛售一半苹果股票,正值苹果开始拥抱AI是巧合么?不过,科技是未来大市值公司倍出的趋势,全球十大市值公司除了一家投资一家石油一家医药剩下七家全是科技。
控盘坐庄最在行
08-22 18:13
$Coinbase Global, Inc.(COIN)$
这垃圾股票到底算啥相关?大饼涨它不涨,大饼止跌它狂跌。。
控盘坐庄最在行
08-20
$苹果(AAPL)$
美股最大市值的股是谁?分别是:英伟达、苹果、微软为什么能够至今保持YYDS的走势,我觉得是寡头垄断,几乎人手一部苹果手机,几乎每台电脑都安装Windows系统,而人工智能几乎都有用英伟达的GPU。但是这种寡头垄断的局势并未改变。这种高市场占有率的股,在逻辑未发生改变前,更适合做长线价值投资,虽然短时间内股价的爆发力没那么强,但是细水长流,源远流长,也就是我们所说的YYDS。
控盘坐庄最在行
08-20
$GeoVax Labs Inc(GOVX)$
时隔两年,猴痘疫情再次在刚果等地迅速爆发,目前已导致数以百计人死亡。世卫组织(WHO)也继2022年后,再次对这种具有高传染性的疾病发出最高级别警报, 即“国际突发公卫事件”。
控盘坐庄最在行
08-20
$微软(MSFT)$
微软尽管 Azure 云服务整体增长了 29%,但略低于预期的30.6%,这也是近两年来首次低于华尔街预期。微软云业务增长的减速表明,人工智能带来回报的时间可能比最初预计的要长。
控盘坐庄最在行
08-19
$CINGULATE INC.(CING)$
CING盘前不错,看起来可以做空,但是绝对不是现在做空,现在在盘整中很危险,看下图,应该等双顶或者盘整flush,最好是等双顶
控盘坐庄最在行
08-19
$超微电脑(SMCI)$
1200跌到400多任何市场都一样周期罢了
控盘坐庄最在行
08-19
$Palantir Technologies Inc.(PLTR)$
Palantir的人工智能/大数据应用具有无限的功能和用例。Palantir并不是一家只服务于一种或有限几个用例的软件公司。从数据中得出的数据和推论几乎无处不在:这就解释了为什么Palantir对公共和私营部门客户来说都是一个如此强大的工具。大数据也是人工智能的“喂食器”,因为两者携手并进。
控盘坐庄最在行
08-19
$AST SpaceMobile, Inc.(ASTS)$
太空板块前几年被锤爆,基本没有大资金青睐,投资者眼里基本只装得下马一龙的SpaceX。,这次借ASTS这股妖风,看看能不能把像RKLB这类优秀的公司给带出圈。
控盘坐庄最在行
08-16
$京东(JD)$
京东实现了公司历史上最高的单季度non-GAAP净利润。团队执行长期战略,注重降低成本、提高效率和用户体验。non-GAAP营业利润116亿元人民币,non-GAAP净利润145亿元人民币,均创历史新高。利润率首次攀升至5%,毛利率扩张至15.8%。
控盘坐庄最在行
08-16
$美国超微公司(AMD)$
英特尔这种芯片大厂,这几年为什么下降这么快?主要还是
$AMD(AMD)$
AMD把英特尔的市场抢了。AMD的个人计算机芯片和数据中心芯片性能又好,对客户又能服务周到,比如CEO苏妈都是主动拜访客户,嘘寒问暖的。
控盘坐庄最在行
08-13
$Coinbase Global, Inc.(COIN)$
ETH etf上市第一周的净流入大概7亿,还是不错的成绩。虽然ETH价格不断调整,但是流入一直在持续。BTC只是刚刚走过halving80天,各种迹象都表现最后的risk on时刻还未到来,保持耐心。
控盘坐庄最在行
08-12
$ARM Holdings Ltd(ARM)$
Intel的pe还有89,随着arm和riscv的成熟,x86指令集再也带不来原先的垄断利润,原先的好日子已经结束了。妄图抄底的还是三思的好
控盘坐庄最在行
08-12
$Palantir Technologies Inc.(PLTR)$
说到底还是胆子小啊,才两天时间,已经大涨了两波10%,看着21的时候不敢动啊,觉得CRWD带来的云安全行业的风险,想不到业绩一出来就是大涨,昨天又是大涨,错过了,错过了,下次再有一波21元,我自问自己敢动手抄底?
控盘坐庄最在行
08-09
$苹果(AAPL)$
巴菲特减持50%左右的苹果,可能是巴菲特最后一次教世人应该怎么炒股了。
控盘坐庄最在行
08-09
$蔚来(NIO)$
$蔚来(NIO.SI)$
烧钱烧不起呀。 蔚来卖一台亏一台,它怎么烧算力的钱。 这玩意要有先投入,才能产生效果,但是目前就蔚来手上的现金流要画圆了呀,根本不敢all in 自动驾驶,要是大投入,会加速其破亡。
控盘坐庄最在行
08-08
$亚马逊(AMZN)$
亚马逊
$亚马逊(AMZN)$
于 2024 年 8 月 2 日公布了第二季度的收益报告,结果好坏参半。 虽然亚马逊的每股收益为 1.26 美元,高于预期的 1.03 美元,但其 1479.8 亿美元的总收入却比分析师预期少了约 5.8 亿美元
控盘坐庄最在行
08-08
$Upstart Holdings, Inc.(UPST)$
第一季度收入为1.28亿美元,超过了市场普遍预期的1.24867亿美元。Upstart的营收业绩同比增长24%,但环比下降9%。调整后每股亏损31美分,超过了分析师预期的每股亏损39美分。
控盘坐庄最在行
08-07
$微软(MSFT)$
要跌百分之二十吗?衰退预期已经升起,作为衰退交易的下一步,纳指要跌多深?。东西国家双巨头衰退,未来经济周期可能很深很长,纳指巨头30pe,是否保得住?如果普遍增长到个位数,这种可能性不小,届时可能20pe。加上周期力量,一些经济特征不好的行业和公司大面积负增长,引发估值雪崩?
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探索太空这么好,为何巴菲特不会参与?马斯克只是给巴芒打工的。巴菲特抛售一半苹果股票,正值苹果开始拥抱AI是巧合么?不过,科技是未来大市值公司倍出的趋势,全球十大市值公司除了一家投资一家石油一家医药剩下七家全是科技。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341236214702424","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341233640636760,"gmtCreate":1724321635790,"gmtModify":1724324327013,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> 这垃圾股票到底算啥相关?大饼涨它不涨,大饼止跌它狂跌。。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> 这垃圾股票到底算啥相关?大饼涨它不涨,大饼止跌它狂跌。。","text":"$Coinbase Global, Inc.(COIN)$ 这垃圾股票到底算啥相关?大饼涨它不涨,大饼止跌它狂跌。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341233640636760","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340572540543024,"gmtCreate":1724155384105,"gmtModify":1724155390115,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>美股最大市值的股是谁?分别是:英伟达、苹果、微软为什么能够至今保持YYDS的走势,我觉得是寡头垄断,几乎人手一部苹果手机,几乎每台电脑都安装Windows系统,而人工智能几乎都有用英伟达的GPU。但是这种寡头垄断的局势并未改变。这种高市场占有率的股,在逻辑未发生改变前,更适合做长线价值投资,虽然短时间内股价的爆发力没那么强,但是细水长流,源远流长,也就是我们所说的YYDS。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>美股最大市值的股是谁?分别是:英伟达、苹果、微软为什么能够至今保持YYDS的走势,我觉得是寡头垄断,几乎人手一部苹果手机,几乎每台电脑都安装Windows系统,而人工智能几乎都有用英伟达的GPU。但是这种寡头垄断的局势并未改变。这种高市场占有率的股,在逻辑未发生改变前,更适合做长线价值投资,虽然短时间内股价的爆发力没那么强,但是细水长流,源远流长,也就是我们所说的YYDS。","text":"$苹果(AAPL)$ 美股最大市值的股是谁?分别是:英伟达、苹果、微软为什么能够至今保持YYDS的走势,我觉得是寡头垄断,几乎人手一部苹果手机,几乎每台电脑都安装Windows系统,而人工智能几乎都有用英伟达的GPU。但是这种寡头垄断的局势并未改变。这种高市场占有率的股,在逻辑未发生改变前,更适合做长线价值投资,虽然短时间内股价的爆发力没那么强,但是细水长流,源远流长,也就是我们所说的YYDS。","images":[{"img":"https://static.tigerbbs.com/5d48b849b43603de59f0a50913517ba0","width":"247","height":"259"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340572540543024","isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":340569909579952,"gmtCreate":1724154865259,"gmtModify":1724154866897,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOVX\">$GeoVax Labs Inc(GOVX)$</a> 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即“国际突发公卫事件”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340569909579952","isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340559996932144,"gmtCreate":1724152321700,"gmtModify":1724152323413,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v> 微软尽管 Azure 云服务整体增长了 29%,但略低于预期的30.6%,这也是近两年来首次低于华尔街预期。微软云业务增长的减速表明,人工智能带来回报的时间可能比最初预计的要长。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v> 微软尽管 Azure 云服务整体增长了 29%,但略低于预期的30.6%,这也是近两年来首次低于华尔街预期。微软云业务增长的减速表明,人工智能带来回报的时间可能比最初预计的要长。","text":"$微软(MSFT)$ 微软尽管 Azure 云服务整体增长了 29%,但略低于预期的30.6%,这也是近两年来首次低于华尔街预期。微软云业务增长的减速表明,人工智能带来回报的时间可能比最初预计的要长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340559996932144","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340243696029872,"gmtCreate":1724075223279,"gmtModify":1724075225434,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CING\">$CINGULATE INC.(CING)$</a> CING盘前不错,看起来可以做空,但是绝对不是现在做空,现在在盘整中很危险,看下图,应该等双顶或者盘整flush,最好是等双顶","listText":"<a href=\"https://laohu8.com/S/CING\">$CINGULATE INC.(CING)$</a> CING盘前不错,看起来可以做空,但是绝对不是现在做空,现在在盘整中很危险,看下图,应该等双顶或者盘整flush,最好是等双顶","text":"$CINGULATE INC.(CING)$ CING盘前不错,看起来可以做空,但是绝对不是现在做空,现在在盘整中很危险,看下图,应该等双顶或者盘整flush,最好是等双顶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340243696029872","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340240711483568,"gmtCreate":1724074494630,"gmtModify":1724074496415,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 1200跌到400多任何市场都一样周期罢了","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 1200跌到400多任何市场都一样周期罢了","text":"$超微电脑(SMCI)$ 1200跌到400多任何市场都一样周期罢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340240711483568","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340239175659696,"gmtCreate":1724074119673,"gmtModify":1724074132102,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v>Palantir的人工智能/大数据应用具有无限的功能和用例。Palantir并不是一家只服务于一种或有限几个用例的软件公司。从数据中得出的数据和推论几乎无处不在:这就解释了为什么Palantir对公共和私营部门客户来说都是一个如此强大的工具。大数据也是人工智能的“喂食器”,因为两者携手并进。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v>Palantir的人工智能/大数据应用具有无限的功能和用例。Palantir并不是一家只服务于一种或有限几个用例的软件公司。从数据中得出的数据和推论几乎无处不在:这就解释了为什么Palantir对公共和私营部门客户来说都是一个如此强大的工具。大数据也是人工智能的“喂食器”,因为两者携手并进。","text":"$Palantir Technologies Inc.(PLTR)$ Palantir的人工智能/大数据应用具有无限的功能和用例。Palantir并不是一家只服务于一种或有限几个用例的软件公司。从数据中得出的数据和推论几乎无处不在:这就解释了为什么Palantir对公共和私营部门客户来说都是一个如此强大的工具。大数据也是人工智能的“喂食器”,因为两者携手并进。","images":[{"img":"https://static.tigerbbs.com/faa72fbe1da8a9939ff47f3043d296dd","width":"887","height":"895"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340239175659696","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":340237380636720,"gmtCreate":1724073557956,"gmtModify":1724073559272,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> 太空板块前几年被锤爆,基本没有大资金青睐,投资者眼里基本只装得下马一龙的SpaceX。,这次借ASTS这股妖风,看看能不能把像RKLB这类优秀的公司给带出圈。","listText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> 太空板块前几年被锤爆,基本没有大资金青睐,投资者眼里基本只装得下马一龙的SpaceX。,这次借ASTS这股妖风,看看能不能把像RKLB这类优秀的公司给带出圈。","text":"$AST SpaceMobile, Inc.(ASTS)$ 太空板块前几年被锤爆,基本没有大资金青睐,投资者眼里基本只装得下马一龙的SpaceX。,这次借ASTS这股妖风,看看能不能把像RKLB这类优秀的公司给带出圈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340237380636720","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339145307873328,"gmtCreate":1723806938629,"gmtModify":1723813211326,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"1\"></v-v> 京东实现了公司历史上最高的单季度non-GAAP净利润。团队执行长期战略,注重降低成本、提高效率和用户体验。non-GAAP营业利润116亿元人民币,non-GAAP净利润145亿元人民币,均创历史新高。利润率首次攀升至5%,毛利率扩张至15.8%。","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"1\"></v-v> 京东实现了公司历史上最高的单季度non-GAAP净利润。团队执行长期战略,注重降低成本、提高效率和用户体验。non-GAAP营业利润116亿元人民币,non-GAAP净利润145亿元人民币,均创历史新高。利润率首次攀升至5%,毛利率扩张至15.8%。","text":"$京东(JD)$ 京东实现了公司历史上最高的单季度non-GAAP净利润。团队执行长期战略,注重降低成本、提高效率和用户体验。non-GAAP营业利润116亿元人民币,non-GAAP净利润145亿元人民币,均创历史新高。利润率首次攀升至5%,毛利率扩张至15.8%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339145307873328","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339141422297264,"gmtCreate":1723806113481,"gmtModify":1723806116054,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>英特尔这种芯片大厂,这几年为什么下降这么快?主要还是<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> AMD把英特尔的市场抢了。AMD的个人计算机芯片和数据中心芯片性能又好,对客户又能服务周到,比如CEO苏妈都是主动拜访客户,嘘寒问暖的。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>英特尔这种芯片大厂,这几年为什么下降这么快?主要还是<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> AMD把英特尔的市场抢了。AMD的个人计算机芯片和数据中心芯片性能又好,对客户又能服务周到,比如CEO苏妈都是主动拜访客户,嘘寒问暖的。","text":"$美国超微公司(AMD)$ 英特尔这种芯片大厂,这几年为什么下降这么快?主要还是$AMD(AMD)$ AMD把英特尔的市场抢了。AMD的个人计算机芯片和数据中心芯片性能又好,对客户又能服务周到,比如CEO苏妈都是主动拜访客户,嘘寒问暖的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339141422297264","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338072010330608,"gmtCreate":1723546981530,"gmtModify":1723546982807,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> ETH etf上市第一周的净流入大概7亿,还是不错的成绩。虽然ETH价格不断调整,但是流入一直在持续。BTC只是刚刚走过halving80天,各种迹象都表现最后的risk on时刻还未到来,保持耐心。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> ETH etf上市第一周的净流入大概7亿,还是不错的成绩。虽然ETH价格不断调整,但是流入一直在持续。BTC只是刚刚走过halving80天,各种迹象都表现最后的risk on时刻还未到来,保持耐心。","text":"$Coinbase Global, Inc.(COIN)$ ETH etf上市第一周的净流入大概7亿,还是不错的成绩。虽然ETH价格不断调整,但是流入一直在持续。BTC只是刚刚走过halving80天,各种迹象都表现最后的risk on时刻还未到来,保持耐心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338072010330608","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337736806998192,"gmtCreate":1723465202840,"gmtModify":1723465204697,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> Intel的pe还有89,随着arm和riscv的成熟,x86指令集再也带不来原先的垄断利润,原先的好日子已经结束了。妄图抄底的还是三思的好","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> Intel的pe还有89,随着arm和riscv的成熟,x86指令集再也带不来原先的垄断利润,原先的好日子已经结束了。妄图抄底的还是三思的好","text":"$ARM Holdings Ltd(ARM)$ Intel的pe还有89,随着arm和riscv的成熟,x86指令集再也带不来原先的垄断利润,原先的好日子已经结束了。妄图抄底的还是三思的好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337736806998192","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337735247786160,"gmtCreate":1723464822173,"gmtModify":1723464827080,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v> 说到底还是胆子小啊,才两天时间,已经大涨了两波10%,看着21的时候不敢动啊,觉得CRWD带来的云安全行业的风险,想不到业绩一出来就是大涨,昨天又是大涨,错过了,错过了,下次再有一波21元,我自问自己敢动手抄底?","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <v-v data-views=\"1\"></v-v> 说到底还是胆子小啊,才两天时间,已经大涨了两波10%,看着21的时候不敢动啊,觉得CRWD带来的云安全行业的风险,想不到业绩一出来就是大涨,昨天又是大涨,错过了,错过了,下次再有一波21元,我自问自己敢动手抄底?","text":"$Palantir Technologies Inc.(PLTR)$ 说到底还是胆子小啊,才两天时间,已经大涨了两波10%,看着21的时候不敢动啊,觉得CRWD带来的云安全行业的风险,想不到业绩一出来就是大涨,昨天又是大涨,错过了,错过了,下次再有一波21元,我自问自己敢动手抄底?","images":[{"img":"https://static.tigerbbs.com/12204ef8cc0a0f535179cc9bb47ba585","width":"415","height":"299"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337735247786160","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":336657532486128,"gmtCreate":1723201650024,"gmtModify":1723201653680,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 巴菲特减持50%左右的苹果,可能是巴菲特最后一次教世人应该怎么炒股了。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v> 巴菲特减持50%左右的苹果,可能是巴菲特最后一次教世人应该怎么炒股了。","text":"$苹果(AAPL)$ 巴菲特减持50%左右的苹果,可能是巴菲特最后一次教世人应该怎么炒股了。","images":[{"img":"https://static.tigerbbs.com/51eaadd4ceb3fdd2ca74a7846d30f191","width":"265","height":"269"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336657532486128","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":336652154114224,"gmtCreate":1723200395007,"gmtModify":1723200400337,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 烧钱烧不起呀。 蔚来卖一台亏一台,它怎么烧算力的钱。 这玩意要有先投入,才能产生效果,但是目前就蔚来手上的现金流要画圆了呀,根本不敢all in 自动驾驶,要是大投入,会加速其破亡。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 烧钱烧不起呀。 蔚来卖一台亏一台,它怎么烧算力的钱。 这玩意要有先投入,才能产生效果,但是目前就蔚来手上的现金流要画圆了呀,根本不敢all in 自动驾驶,要是大投入,会加速其破亡。","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ 烧钱烧不起呀。 蔚来卖一台亏一台,它怎么烧算力的钱。 这玩意要有先投入,才能产生效果,但是目前就蔚来手上的现金流要画圆了呀,根本不敢all in 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天才少年横空出世,英伟达危险了?至古英雄出少年,干掉英伟达的人真的出现了?俩个20出头愣头青(其中一人Chris朱为华裔),口出狂言说要干掉英伟达,挑战英伟达的核心产品GPU算卡。“狂言”居然有人信,直接就给这哥俩投了536万美元,结果这俩少年也不含糊,六月份才成立的公司Etched.ai仅用三个月就把样本芯片做出来,一测试,比英伟达的拳头产品H100计算速度还快了十倍!这俩小孩还正式宣布,明年产品将开始大规模交付,正式向英伟达宣战!","images":[{"img":"https://static.tigerbbs.com/32fc0c93b36d93159c8ba809649120c4","width":"945","height":"553"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/254665597882376","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499917810469880","authorId":"3499917810469880","authorIdStr":"3499917810469880","name":"penta_kill","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"2个人536万美元三个月就做出来这么强的芯片,芯片研发都这么容易的吗?","text":"2个人536万美元三个月就做出来这么强的芯片,芯片研发都这么容易的吗?","html":"2个人536万美元三个月就做出来这么强的芯片,芯片研发都这么容易的吗?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":291335980986384,"gmtCreate":1712149050719,"gmtModify":1712149052276,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我感觉腾讯 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买入一只氢能源股票。普拉格能源从事氢燃料电池系统的设计和制造。德国和中国已经开始氢燃料火车的运营。氢燃料交通的排放物只有水,但运输和存储不便导致氢燃料电池轿车暂时竞争不过纯电车或混动车,但在公共交通领域可以降低运输和存储的不便。普拉格暂时还在亏损,最快2025年才能盈利,但到它盈利时肯定不是当前这个价格了。需要股票不涨的耐受力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306248122060944","isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241399195074584,"gmtCreate":1699964699921,"gmtModify":1699964702669,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> <v-v data-views=\"1\"></v-v>礼来本次获批的减肥适应症的替尔泊肽注射液,是被 FDA 加了黑框警示的,为何国内的媒体一概都忽略不计,从不予以讨论呢?如果诺和诺德下次获批的也被加了黑框,国内媒体讨论吗?再如果国产的减肥适应症注射液被➕黑框呢,讨论吗?注意:诺和诺德的司美格鲁肽之前上市时也是被标注有“甲状腺癌风险的”黑框警示的,但就在上个月,EMA 正式因此为司美格鲁肽正名,没有证据表明司美格鲁肽与甲状腺癌风险有直接关联性。因此,礼来的zepbound 注射液带有黑框警示,而司美格鲁肽被 EMA 申明无风险,两者在这个问题上,司美还是领先一步。","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> <v-v data-views=\"1\"></v-v>礼来本次获批的减肥适应症的替尔泊肽注射液,是被 FDA 加了黑框警示的,为何国内的媒体一概都忽略不计,从不予以讨论呢?如果诺和诺德下次获批的也被加了黑框,国内媒体讨论吗?再如果国产的减肥适应症注射液被➕黑框呢,讨论吗?注意:诺和诺德的司美格鲁肽之前上市时也是被标注有“甲状腺癌风险的”黑框警示的,但就在上个月,EMA 正式因此为司美格鲁肽正名,没有证据表明司美格鲁肽与甲状腺癌风险有直接关联性。因此,礼来的zepbound 注射液带有黑框警示,而司美格鲁肽被 EMA 申明无风险,两者在这个问题上,司美还是领先一步。","text":"$礼来(LLY)$ 礼来本次获批的减肥适应症的替尔泊肽注射液,是被 FDA 加了黑框警示的,为何国内的媒体一概都忽略不计,从不予以讨论呢?如果诺和诺德下次获批的也被加了黑框,国内媒体讨论吗?再如果国产的减肥适应症注射液被➕黑框呢,讨论吗?注意:诺和诺德的司美格鲁肽之前上市时也是被标注有“甲状腺癌风险的”黑框警示的,但就在上个月,EMA 正式因此为司美格鲁肽正名,没有证据表明司美格鲁肽与甲状腺癌风险有直接关联性。因此,礼来的zepbound 注射液带有黑框警示,而司美格鲁肽被 EMA 申明无风险,两者在这个问题上,司美还是领先一步。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241399195074584","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217680180920368,"gmtCreate":1694178871933,"gmtModify":1694180216459,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"讲真,越南货币动不动几万亿,真的很难转换。 比如<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a> ,越南首富旗下的一家汽车公司。 去年它的收入是14.97万亿,看着挺吓人的,结果一换算,才6亿美元多点…… <a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a>","listText":"讲真,越南货币动不动几万亿,真的很难转换。 比如<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a> ,越南首富旗下的一家汽车公司。 去年它的收入是14.97万亿,看着挺吓人的,结果一换算,才6亿美元多点…… <a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a>","text":"讲真,越南货币动不动几万亿,真的很难转换。 比如$VinFast Auto(VFS)$ ,越南首富旗下的一家汽车公司。 去年它的收入是14.97万亿,看着挺吓人的,结果一换算,才6亿美元多点…… $VinFast Auto(VFS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217680180920368","isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298345866092672,"gmtCreate":1713876579495,"gmtModify":1713877358137,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 简单毛估估这个价位的理想,首先相信未来理想是能生存下来的新势力之一,如果对这点意见不同,我下面的分析也没必要看了。一季度的财报没出,就拿去年一季度末的财报估算。1、理想汽车的市值是1930亿,负债是830亿,现金是913亿,现在买入的时间价格就是1930-830+913=2013亿。2、去年全年的净利率是9%,不可能继续保持,全系降价2万,不考虑规模效应和成本降低,去年的单车均价为32.9万,利润为约为3万,直接扣2万,如果年销量达到50万,全年净利润在50亿元。3、现在买入的PE就是40倍。用价值股的视角明显是高估了。4、换成成长股的视角就要问理想今年能否维持40%以上的营收增长,1238*1.4=1733亿元,今年的均价下降3万,对应的销量为57.8万辆。结论:不考虑增长,现在无疑是高价,还要腰斩,考虑成长,现在是合理偏高。一算还真可能到50","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 简单毛估估这个价位的理想,首先相信未来理想是能生存下来的新势力之一,如果对这点意见不同,我下面的分析也没必要看了。一季度的财报没出,就拿去年一季度末的财报估算。1、理想汽车的市值是1930亿,负债是830亿,现金是913亿,现在买入的时间价格就是1930-830+913=2013亿。2、去年全年的净利率是9%,不可能继续保持,全系降价2万,不考虑规模效应和成本降低,去年的单车均价为32.9万,利润为约为3万,直接扣2万,如果年销量达到50万,全年净利润在50亿元。3、现在买入的PE就是40倍。用价值股的视角明显是高估了。4、换成成长股的视角就要问理想今年能否维持40%以上的营收增长,1238*1.4=1733亿元,今年的均价下降3万,对应的销量为57.8万辆。结论:不考虑增长,现在无疑是高价,还要腰斩,考虑成长,现在是合理偏高。一算还真可能到50","text":"$理想汽车(LI)$ 简单毛估估这个价位的理想,首先相信未来理想是能生存下来的新势力之一,如果对这点意见不同,我下面的分析也没必要看了。一季度的财报没出,就拿去年一季度末的财报估算。1、理想汽车的市值是1930亿,负债是830亿,现金是913亿,现在买入的时间价格就是1930-830+913=2013亿。2、去年全年的净利率是9%,不可能继续保持,全系降价2万,不考虑规模效应和成本降低,去年的单车均价为32.9万,利润为约为3万,直接扣2万,如果年销量达到50万,全年净利润在50亿元。3、现在买入的PE就是40倍。用价值股的视角明显是高估了。4、换成成长股的视角就要问理想今年能否维持40%以上的营收增长,1238*1.4=1733亿元,今年的均价下降3万,对应的销量为57.8万辆。结论:不考虑增长,现在无疑是高价,还要腰斩,考虑成长,现在是合理偏高。一算还真可能到50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/298345866092672","isVote":1,"tweetType":1,"viewCount":7874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263693577224232,"gmtCreate":1705409245950,"gmtModify":1705409247519,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"芒格曾在公开场合自我批评了自己之前投资阿里巴巴这个决策,并称其为重大失误。他认为阿里巴巴只是一个普通的零售商,并没有在中国市场形成垄断地位,更谈不上伟大公司。他还指出,阿里在国内面临着许多竞争对手和挑战。芒格坦言自己当初被马云和阿里的表象所迷惑,误以为投资阿里是抄底的机会,但实际上并非如此。这次的投资决策让芒格认识到了自己的错误,也提醒了其他投资者不要盲目跟风名人。 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$阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/263693577224232","isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","authorIdStr":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"我怀疑阿里每年100亿美元的回购只是接盘了软银的大出货,但凡有些资金买入,也不会天天下跌?","text":"我怀疑阿里每年100亿美元的回购只是接盘了软银的大出货,但凡有些资金买入,也不会天天下跌?","html":"我怀疑阿里每年100亿美元的回购只是接盘了软银的大出货,但凡有些资金买入,也不会天天下跌?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254662179000328,"gmtCreate":1703209342284,"gmtModify":1703209343704,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"没开过蔚来的车吧。我es7开了一年多了,蔚来是产品和服务驱动的公司,蔚来的好营销展现出来不到60%。还有我一个月换电不到一次,95%时间用家冲,什么蔚来的冲电权益我根本不怎么用。就是单纯觉得产品好,服务省心,去外地换电非常方便,以后电动车换车大概率我只会买蔚来。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","listText":"没开过蔚来的车吧。我es7开了一年多了,蔚来是产品和服务驱动的公司,蔚来的好营销展现出来不到60%。还有我一个月换电不到一次,95%时间用家冲,什么蔚来的冲电权益我根本不怎么用。就是单纯觉得产品好,服务省心,去外地换电非常方便,以后电动车换车大概率我只会买蔚来。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","text":"没开过蔚来的车吧。我es7开了一年多了,蔚来是产品和服务驱动的公司,蔚来的好营销展现出来不到60%。还有我一个月换电不到一次,95%时间用家冲,什么蔚来的冲电权益我根本不怎么用。就是单纯觉得产品好,服务省心,去外地换电非常方便,以后电动车换车大概率我只会买蔚来。 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蔚来的现金储备273亿,上半年现金流减少了115亿,按照这个速度,蔚来的现金流也就能支撑一年左右的时间。但是蔚来扭亏为盈的道路道阻且长。最近华为与奇瑞联合推出了25.6万的智界S7,在这辆车面前我不知道蔚来有什么优势能卖高价。没有高价,蔚来如何才能盈利?目前中国的电动车处于百舸争流的时期,但是大部分注定是要出局的,其中蔚来也许包含其中。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/241086562062560","isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567577767954158","authorId":"3567577767954158","authorIdStr":"3567577767954158","name":"小超93","avatar":"https://static.tigerbbs.com/aa299efa98472455961afef60dab4c2c","crmLevel":5,"crmLevelSwitch":1},"content":"呵呵今天智己出来蔚来要完,极氪出来蔚来要完,问界出来理想蔚来要完,智界出来蔚来要完呵呵。","text":"呵呵今天智己出来蔚来要完,极氪出来蔚来要完,问界出来理想蔚来要完,智界出来蔚来要完呵呵。","html":"呵呵今天智己出来蔚来要完,极氪出来蔚来要完,问界出来理想蔚来要完,智界出来蔚来要完呵呵。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316887154397296,"gmtCreate":1718372945017,"gmtModify":1718373255519,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 就因为考虑买车做了下调查,结果发现一个惊人的骗局/蠢蛋。蔚来管理层非蠢既坏,靠烧投资人的钱补贴车主打造用户口碑,听上去和滴滴差不多,要是能烧出忠诚用户来倒也不错。但实质上蔚来的换电体验并没有办法在卖车时让购车者感到震撼,还不如车里的冰箱彩电大沙发能激发冲动购买欲。换电站里,有近半都是多余的。而官方说的5到8年折旧,可能还没等到蔚来销量起来,就又得花钱重建了。假设蔚来销量真的快速起来了,换电站人满为患。那高贵的蔚来车主平日里为了换电大排长龙时,当初说好加油般快捷的体验又从何谈起呢?","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 就因为考虑买车做了下调查,结果发现一个惊人的骗局/蠢蛋。蔚来管理层非蠢既坏,靠烧投资人的钱补贴车主打造用户口碑,听上去和滴滴差不多,要是能烧出忠诚用户来倒也不错。但实质上蔚来的换电体验并没有办法在卖车时让购车者感到震撼,还不如车里的冰箱彩电大沙发能激发冲动购买欲。换电站里,有近半都是多余的。而官方说的5到8年折旧,可能还没等到蔚来销量起来,就又得花钱重建了。假设蔚来销量真的快速起来了,换电站人满为患。那高贵的蔚来车主平日里为了换电大排长龙时,当初说好加油般快捷的体验又从何谈起呢?","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 蔚来的换电站不过是资本投入型设施,说白了有钱谁都可以。没有任何壁垒。而且这个换电站现在很多企业都在做。回报遥遥无期。所以蔚来给腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 提鞋都不配,从自由现金流角度来说。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 蔚来的换电站不过是资本投入型设施,说白了有钱谁都可以。没有任何壁垒。而且这个换电站现在很多企业都在做。回报遥遥无期。所以蔚来给腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 提鞋都不配,从自由现金流角度来说。","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ 蔚来的换电站不过是资本投入型设施,说白了有钱谁都可以。没有任何壁垒。而且这个换电站现在很多企业都在做。回报遥遥无期。所以蔚来给腾讯 $腾讯控股(00700)$ 提鞋都不配,从自由现金流角度来说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312936246505520","isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532956619000594","authorId":"3532956619000594","authorIdStr":"3532956619000594","name":"老大虎张嘴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0},"content":"你是懂游戏的. 10个工人,每人100元/天,1万元的工程10天搞定;照你这么说有钱就能搞定,你堆10万人,每人0.1元/天,1.44分钟搞定。","text":"你是懂游戏的. 10个工人,每人100元/天,1万元的工程10天搞定;照你这么说有钱就能搞定,你堆10万人,每人0.1元/天,1.44分钟搞定。","html":"你是懂游戏的. 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以往走得很恶心,但是我感觉这次不一样。风口太大了,而且亿航是卡位最好的那个。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/290628510461992","isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256267257384976,"gmtCreate":1703592772267,"gmtModify":1703655912896,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v 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href=\"https://laohu8.com/S/TLT\">$美国国债20+年ETF-iShares(TLT)$</a> ,点阵图写的清清楚楚,CPI信息公开透明,几十年规则基本不变,只要能看明白就没有任何担心,看不明白这些信息的,天天期待老美债券跌到0的人,那没办法。安然公司造假,再大的公司也罚到关门!法治,公开,透明,其余风险自己承担责任。","listText":"<a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> <v-v data-views=\"1\"></v-v>美股容易挣钱的主要原因是可预期,可预测,所有信息都公开,比如我抄底<a href=\"https://laohu8.com/S/TLT\">$美国国债20+年ETF-iShares(TLT)$</a> ,点阵图写的清清楚楚,CPI信息公开透明,几十年规则基本不变,只要能看明白就没有任何担心,看不明白这些信息的,天天期待老美债券跌到0的人,那没办法。安然公司造假,再大的公司也罚到关门!法治,公开,透明,其余风险自己承担责任。","text":"$20+年以上美国国债ETF-iShares(TLT)$ 美股容易挣钱的主要原因是可预期,可预测,所有信息都公开,比如我抄底$美国国债20+年ETF-iShares(TLT)$ 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data-views=\"0\"></v-v>","text":"江淮的国有资本收回,以后江淮不用给蔚来垫资造工厂。蔚来也可以凭借利好消息融资,表面上看是双赢,实际上是让蔚来把造工厂的钱付了,股价涨不涨小李以后就自求多福吧 $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/248447912554552","isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473997100912926","authorId":"3473997100912926","authorIdStr":"3473997100912926","name":"凌晨12点","avatar":"https://static.tigerbbs.com/6ef7a155d31e9575811bd4bb306c025e","crmLevel":4,"crmLevelSwitch":0},"content":"有啥用啊。销量才是王道","text":"有啥用啊。销量才是王道","html":"有啥用啊。销量才是王道"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341281362899288,"gmtCreate":1724333286733,"gmtModify":1724333288385,"author":{"id":"9000000000000287","authorId":"9000000000000287","authorIdStr":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v 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