tigerSouth
2022-11-02
$理想汽车(LI)$
交付数据没有什么变化，涨的诡异，是某个大股东想拉高套现？
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。
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Kakaxyz
2022-11-02
Kakaxyz
十月第四周交了5800台 大超预期啊。大家都以为10月只有6000台左右
tigerSouth
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Kakaxyz
:
理想智能驾驶不行，不过的确不是空了。
tigerSouth
回复
Kakaxyz
:
利润20%是指毛利吧。
Kakaxyz
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tigerSouth
:
而且15pe是传统制造业的估值水平 新车企还有互联网、智能驾驶的增值服务附加价值。就算不参考特斯拉，也可以看看lucid和rivian
Kakaxyz
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tigerSouth
:
40万的车赚2万？ 做慈善吗？ 理想的单车利润是20%左右 特斯拉25%
tigerSouth
回复
Kakaxyz
:
另外我有点搞不懂，即使明年能买20万辆车，每辆车赚2万。也就40亿的利润。到时候增长率肯定下来了，给15倍的PE,也就600亿人民币市值？
全部10条回复
tigerSouth
2022-11-10
tigerSouth
立个帖子，年底港股破百//
@tigerSouth
:
对理想态度变化转看多了。平掉了空仓，做了点多
tigerSouth
:
理想没在年底之前突破100，好在2月1日突破了100。下一个建议是猎聘，一年内翻倍，立帖看看
@同道猎聘
$同道猎聘(06100)$
与世界共赢
:
这个月1.5万没问题
tigerSouth
:
应该会过2万
Alex_0099
:
销量2万，不破不立
tigerSouth
2022-11-03
tigerSouth
对理想态度变化转看多了。平掉了空仓，做了点多
MarsDaddy
2022-11-03
MarsDaddy
坚决空
大连库里
:
那你会赔的很惨的
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精彩评论
对理想态度变化转看多了。平掉了空仓，做了点多
对理想态度变化转看多了。平掉了空仓，做了点多