$Luminar T_老虎社区_美港股上老虎 - 老虎社区

$Luminar Technologies, Inc.(LAZR)$Luminar的技术的确是行业领先的，创始人兼CEO只有25岁，激光雷达未来的市场很大，而且公司目前已经斩获众多合作项目和订单。但是目前股价实在太贵了，内在回报率很难超过25%，对于一家还没有营收的公司来讲不是一个好的数字。会耐心等待LAZR股价回落到20左右入手，因为不想错过下一个可能的比尔盖茨和扎克伯格。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

小老弟liboshen
2020-12-15
小老弟liboshen
别想了，激光雷达市场并不大，公司现在盈利都困难，更别说垄断
- 才神回复阿里王:
  这样的估算也是我的想法，千亿级别可期 [财迷]
- 阿里王回复小老弟liboshen:
  2025年美国市场就预计170万汽车会装置激光雷达，按每个雷达1000美金的价格，市场保守估计有17亿的销售额。而且Luminar未来的可观收入会是在软件解决方案上，按照30%的市场占有率和和硬件相当的软件营收，2025公司可以有10亿营收，30倍PS对应估值300亿美金。如果自动驾驶应用加速，公司市场份额增大，那足以支撑起一家千亿级别的公司
- 小老弟liboshen回复阿里王:
  不是没市场，是市场不大，和微软没法比，微软的客户是广大群众，激光雷达并不是卖给群众的，利润是有限的
- 阿里王:
  激光雷达没市场你还要半仓Velodyne[笑哭]
从容的心
2021-10-29
从容的心
请问你下手了吗？

发表看法

7

4

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":394187733,"tweetId":"394187733","gmtCreate":1607960413822,"gmtModify":1703850373042,"author":{"id":3557112159985164,"idStr":"3557112159985164","authorId":3557112159985164,"authorIdStr":"3557112159985164","name":"阿里王","avatar":"https://static.tigerbbs.com/93666e8922ac0243a982cdedc89da592","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":660,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>Luminar的技术的确是行业领先的，创始人兼CEO只有25岁，激光雷达未来的市场很大，而且公司目前已经斩获众多合作项目和订单。但是目前股价实在太贵了，内在回报率很难超过25%，对于一家还没有营收的公司来讲不是一个好的数字。会耐心等待LAZR股价回落到20左右入手，因为不想错过下一个可能的比尔盖茨和扎克伯格。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>Luminar的技术的确是行业领先的，创始人兼CEO只有25岁，激光雷达未来的市场很大，而且公司目前已经斩获众多合作项目和订单。但是目前股价实在太贵了，内在回报率很难超过25%，对于一家还没有营收的公司来讲不是一个好的数字。会耐心等待LAZR股价回落到20左右入手，因为不想错过下一个可能的比尔盖茨和扎克伯格。</p></body></html>","text":"$Luminar Technologies, Inc.(LAZR)$Luminar的技术的确是行业领先的，创始人兼CEO只有25岁，激光雷达未来的市场很大，而且公司目前已经斩获众多合作项目和订单。但是目前股价实在太贵了，内在回报率很难超过25%，对于一家还没有营收的公司来讲不是一个好的数字。会耐心等待LAZR股价回落到20左右入手，因为不想错过下一个可能的比尔盖茨和扎克伯格。","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/394187733","repostId":0,"isVote":1,"tweetType":1,"viewCount":7238,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["LAZR"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":312,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3186318,"commentId":"3186318","gmtCreate":1607993318136,"gmtModify":1607993318136,"authorId":3552406180456974,"author":{"id":3552406180456974,"idStr":"3552406180456974","authorId":3552406180456974,"name":"小老弟liboshen","avatar":"https://static.tigerbbs.com/40b326eacd3cdbb6d0365b37de5d9e24","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":394187733,"objectIdStr":"394187733","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"别想了，激光雷达市场并不大，公司现在盈利都困难，更别说垄断","text":"别想了，激光雷达市场并不大，公司现在盈利都困难，更别说垄断","html":"别想了，激光雷达市场并不大，公司现在盈利都困难，更别说垄断","likeSize":0,"commentSize":4,"subComments":[{"id":3188306,"commentId":"3188306","gmtCreate":1608021904824,"gmtModify":1608021904824,"authorId":3553387701150566,"author":{"id":3553387701150566,"idStr":"3553387701150566","authorId":3553387701150566,"name":"才神","avatar":"https://static.tigerbbs.com/fac8301d590c4dfdd3a0f722b51a2767","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3557112159985164,"repliedAuthor":{"id":3557112159985164,"idStr":"3557112159985164","authorId":3557112159985164,"name":"阿里王","avatar":"https://static.tigerbbs.com/93666e8922ac0243a982cdedc89da592","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":394187733,"objectIdStr":"394187733","type":1,"supId":3186318,"supIdStr":"3186318","prevId":3186984,"prevIdStr":"3186984","content":"这样的估算也是我的想法，千亿级别可期 [财迷]","text":"这样的估算也是我的想法，千亿级别可期 [财迷]","html":"这样的估算也是我的想法，千亿级别可期 [财迷]"},{"id":3186984,"commentId":"3186984","gmtCreate":1608002709483,"gmtModify":1608003049548,"authorId":3557112159985164,"author":{"id":3557112159985164,"idStr":"3557112159985164","authorId":3557112159985164,"name":"阿里王","avatar":"https://static.tigerbbs.com/93666e8922ac0243a982cdedc89da592","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3552406180456974,"repliedAuthor":{"id":3552406180456974,"idStr":"3552406180456974","authorId":3552406180456974,"name":"小老弟liboshen","avatar":"https://static.tigerbbs.com/40b326eacd3cdbb6d0365b37de5d9e24","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":394187733,"objectIdStr":"394187733","type":1,"supId":3186318,"supIdStr":"3186318","prevId":3186884,"prevIdStr":"3186884","content":"2025年美国市场就预计170万汽车会装置激光雷达，按每个雷达1000美金的价格，市场保守估计有17亿的销售额。而且Luminar未来的可观收入会是在软件解决方案上，按照30%的市场占有率和和硬件相当的软件营收，2025公司可以有10亿营收，30倍PS对应估值300亿美金。如果自动驾驶应用加速，公司市场份额增大，那足以支撑起一家千亿级别的公司","text":"2025年美国市场就预计170万汽车会装置激光雷达，按每个雷达1000美金的价格，市场保守估计有17亿的销售额。而且Luminar未来的可观收入会是在软件解决方案上，按照30%的市场占有率和和硬件相当的软件营收，2025公司可以有10亿营收，30倍PS对应估值300亿美金。如果自动驾驶应用加速，公司市场份额增大，那足以支撑起一家千亿级别的公司","html":"2025年美国市场就预计170万汽车会装置激光雷达，按每个雷达1000美金的价格，市场保守估计有17亿的销售额。而且Luminar未来的可观收入会是在软件解决方案上，按照30%的市场占有率和和硬件相当的软件营收，2025公司可以有10亿营收，30倍PS对应估值300亿美金。如果自动驾驶应用加速，公司市场份额增大，那足以支撑起一家千亿级别的公司"},{"id":3186884,"commentId":"3186884","gmtCreate":1608001483455,"gmtModify":1608001483455,"authorId":3552406180456974,"author":{"id":3552406180456974,"idStr":"3552406180456974","authorId":3552406180456974,"name":"小老弟liboshen","avatar":"https://static.tigerbbs.com/40b326eacd3cdbb6d0365b37de5d9e24","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3557112159985164,"repliedAuthor":{"id":3557112159985164,"idStr":"3557112159985164","authorId":3557112159985164,"name":"阿里王","avatar":"https://static.tigerbbs.com/93666e8922ac0243a982cdedc89da592","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":394187733,"objectIdStr":"394187733","type":1,"supId":3186318,"supIdStr":"3186318","prevId":3186332,"prevIdStr":"3186332","content":"不是没市场，是市场不大，和微软没法比，微软的客户是广大群众，激光雷达并不是卖给群众的，利润是有限的","text":"不是没市场，是市场不大，和微软没法比，微软的客户是广大群众，激光雷达并不是卖给群众的，利润是有限的","html":"不是没市场，是市场不大，和微软没法比，微软的客户是广大群众，激光雷达并不是卖给群众的，利润是有限的"},{"id":3186332,"commentId":"3186332","gmtCreate":1607993577821,"gmtModify":1607997768075,"authorId":3557112159985164,"author":{"id":3557112159985164,"idStr":"3557112159985164","authorId":3557112159985164,"name":"阿里王","avatar":"https://static.tigerbbs.com/93666e8922ac0243a982cdedc89da592","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":394187733,"objectIdStr":"394187733","type":1,"supId":3186318,"supIdStr":"3186318","prevId":0,"prevIdStr":"0","content":"激光雷达没市场你还要半仓Velodyne[笑哭]","text":"激光雷达没市场你还要半仓Velodyne[笑哭]","html":"激光雷达没市场你还要半仓Velodyne[笑哭]"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6367069,"commentId":"6367069","gmtCreate":1635476086319,"gmtModify":1635476086319,"authorId":3520809222354603,"author":{"id":3520809222354603,"idStr":"3520809222354603","authorId":3520809222354603,"name":"从容的心","avatar":"https://static.tigerbbs.com/79b42aeb49e19cf88676df9d187d0db0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":394187733,"objectIdStr":"394187733","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"请问你下手了吗？","text":"请问你下手了吗？","html":"请问你下手了吗？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/394187733"}