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
回复
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
回复
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
$同道猎聘(06100)$
坚守2025
:
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
349f6622
2022-11-03
349f6622
坚决空
大连库里
:
那你会赔的很惨的
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href=\"https://laohu8.com/S/06100\">$同道猎聘(06100)$</a>","text":"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<a href=\"https://laohu8.com/U/3576710752539666\"> @同道猎聘 </a><a href=\"https://laohu8.com/S/06100\">$同道猎聘(06100)$</a>","html":"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<a href=\"https://laohu8.com/U/3576710752539666\"> @同道猎聘 </a><a href=\"https://laohu8.com/S/06100\">$同道猎聘(06100)$</a>"},{"id":7731878,"commentId":"7731878","gmtCreate":1668051177002,"gmtModify":1668051178063,"authorId":3559257426628744,"author":{"id":3559257426628744,"idStr":"3559257426628744","authorId":3559257426628744,"name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":665576331,"objectIdStr":"665576331","type":1,"supId":7731735,"supIdStr":"7731735","prevId":0,"prevIdStr":"0","content":"这个月1.5万没问题","text":"这个月1.5万没问题","html":"这个月1.5万没问题"},{"id":7731786,"commentId":"7731786","gmtCreate":1668048112417,"gmtModify":1668048113265,"authorId":150675005628540,"author":{"id":150675005628540,"idStr":"150675005628540","authorId":150675005628540,"name":"tigerSouth","avatar":"https://static.tigerbbs.com/e8b4ddcceddb937bff8b4c5045bcf5eb","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":665576331,"objectIdStr":"665576331","type":1,"supId":7731735,"supIdStr":"7731735","prevId":0,"prevIdStr":"0","content":"应该会过2万","text":"应该会过2万","html":"应该会过2万"},{"id":7731762,"commentId":"7731762","gmtCreate":1668047584195,"gmtModify":1668047586682,"authorId":3535535770162265,"author":{"id":3535535770162265,"idStr":"3535535770162265","authorId":3535535770162265,"name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":665576331,"objectIdStr":"665576331","type":1,"supId":7731735,"supIdStr":"7731735","prevId":0,"prevIdStr":"0","content":"<p>销量2万，不破不立</p>","text":"<p>销量2万，不破不立</p>","html":"<p>销量2万，不破不立</p>"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7723657,"commentId":"7723657","gmtCreate":1667485121221,"gmtModify":1667485122390,"authorId":150675005628540,"author":{"id":150675005628540,"idStr":"150675005628540","authorId":150675005628540,"name":"tigerSouth","avatar":"https://static.tigerbbs.com/e8b4ddcceddb937bff8b4c5045bcf5eb","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":665576331,"objectIdStr":"665576331","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>对理想态度变化转看多了。平掉了空仓，做了点多</p>","text":"<p>对理想态度变化转看多了。平掉了空仓，做了点多</p>","html":"<p>对理想态度变化转看多了。平掉了空仓，做了点多</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7722424,"commentId":"7722424","gmtCreate":1667404923290,"gmtModify":1667404937138,"authorId":3538194101606247,"author":{"id":3538194101606247,"idStr":"3538194101606247","authorId":3538194101606247,"name":"349f6622","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":665576331,"objectIdStr":"665576331","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"坚决空","text":"坚决空","html":"坚决空","likeSize":0,"commentSize":1,"subComments":[{"id":7722639,"commentId":"7722639","gmtCreate":1667431422172,"gmtModify":1667431435448,"authorId":3558697965076724,"author":{"id":3558697965076724,"idStr":"3558697965076724","authorId":3558697965076724,"name":"大连库里","avatar":"https://static.tigerbbs.com/230bffac875e48d43c073678deecd299","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":665576331,"objectIdStr":"665576331","type":1,"supId":7722424,"supIdStr":"7722424","prevId":0,"prevIdStr":"0","content":"那你会赔的很惨的","text":"那你会赔的很惨的","html":"那你会赔的很惨的"}],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/665576331"}
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