$中芯国际(0098_老虎社区_美港股上老虎

2022-08-15

$中芯国际(00981)$之所以长期拿着中芯，无非就是中国芯的重要性，按照一年20亿美元净利，以及联电在美股8倍的PE，中芯1300亿港元就是合理估值，而中芯必须挑战7nm，扩建也如期进行，赚成长收益的逻辑是没问题的，这个价位适当加仓位

$比亚迪股份(01211)$电池产能持续扩张，外供即将开始，8月销量也有希望突破20万，2022年180万销量和单车均价18万，加上明年海外扩张，相信市销率2倍的比亚迪，万亿只是起步，这票敢调整就敢加仓

$蔚来(NIO)$暂时性选择了清仓，带点赌博性质的买入了老虎，大概率会切回来，说不出理由，高端是稀有的，不过竟品越来越多，蔚来高端文化和产品的核心竞争力多少让我看不到太多希望，不过相比理想和小鹏，却又值得再观望，不想说太多，继续等ET5的市场反馈

牛市回来了？我又可以了！

美股周三（8月10日）高开高收，全线收涨。其中纳指升近3%领涨三大指数，自六月低点累计反弹超20%，与纳斯达克100指数一起进入技术性牛市，你赚钱了吗？

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

玉米地里吃亏
2022-08-15
玉米地里吃亏
蔚来的换电模式你不觉得很香吗，么有必要太悲观
- 就赚米国钱回复yhyh:
  车辆自带升压功能而实现在现有充电桩上的超充，不香吗？
- yhyh:
  超充需要配套储能，蔚来有先天优势，蔚来的换电站支撑的超充在成本上有巨大优势
- yhyh回复就赚米国钱:
  20年后普及超充，结果到时发现第一大超充运营商居然是蔚来，哈哈
- 就赚米国钱:
  超充普及后，换电优势被极大削弱，甚至成为累赘
福斯特09
2022-08-15
福斯特09
$比亚迪股份(01211)$跟特斯拉合作的这个事情还没有敲定吧？
- 福斯特09回复就赚米国钱:
  特斯拉就是品牌，总是给杂牌供货，他的电池走不出去
- 就赚米国钱:
  即使不是特斯拉，外供没压力，成本优势
银河小铁骑00
2022-08-15
银河小铁骑00
中芯国际有没有做先进制程的设备？阿斯麦不是不卖设备?
刀哥拉丝
2022-08-15
刀哥拉丝
总感觉比亚迪的产业线条拉的有点太长
- 财经梅逻辑:
  哈哈哈你做个企业就懂了
豆腐王中王
2022-08-15
豆腐王中王
你这三个股票也是我的自选重点照顾的，很有缘分
迪士尼迪斯尼
2022-08-15
迪士尼迪斯尼
现在看比亚迪股份(01211)是不是有点太着急了？

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":684488381,"tweetId":"684488381","gmtCreate":1660546453945,"gmtModify":1660552481011,"author":{"id":3505356109586048,"authorId":3505356109586048,"authorIdStr":"3505356109586048","name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[{"themeId":"8ada30f7988948a684c682e7e4977c6d","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"牛市回来了？我又可以了！","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":8ada30f7988948a684c682e7e4977c6d}&rnconfig={\"headerBarHidden\": true}","description":"美股周三（8月10日）高开高收，全线收涨。其中纳指升近3%领涨三大指数，自六月低点累计反弹超20%，与纳斯达克100指数一起进入技术性牛市，你赚钱了吗？","image":"https://static.tigerbbs.com/47147f15ec414974bab12816d456f03b"}],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>之所以长期拿着中芯，无非就是中国芯的重要性，按照一年20亿美元净利，以及联电在美股8倍的PE，中芯1300亿港元就是合理估值，而中芯必须挑战7nm，扩建也如期进行，赚成长收益的逻辑是没问题的，这个价位适当加仓位<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>电池产能持续扩张，外供即将开始，8月销量也有希望突破20万，2022年180万销量和单车均价18万，加上明年海外扩张，相信市销率2倍的比亚迪，万亿只是起步，这票敢调整就敢加仓<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>暂时性选择了清仓，带点赌博性质的买入了老虎，大概率会切回来，说不出理由，高端是稀有的，不过竟品越来越多，蔚来高端文化和产品的核心竞争力多少让我看不到太多希望，不过相比理想和小鹏，却又值得再观望，不想说太多，继续等ET5的市场反馈</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>之所以长期拿着中芯，无非就是中国芯的重要性，按照一年20亿美元净利，以及联电在美股8倍的PE，中芯1300亿港元就是合理估值，而中芯必须挑战7nm，扩建也如期进行，赚成长收益的逻辑是没问题的，这个价位适当加仓位<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>电池产能持续扩张，外供即将开始，8月销量也有希望突破20万，2022年180万销量和单车均价18万，加上明年海外扩张，相信市销率2倍的比亚迪，万亿只是起步，这票敢调整就敢加仓<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>暂时性选择了清仓，带点赌博性质的买入了老虎，大概率会切回来，说不出理由，高端是稀有的，不过竟品越来越多，蔚来高端文化和产品的核心竞争力多少让我看不到太多希望，不过相比理想和小鹏，却又值得再观望，不想说太多，继续等ET5的市场反馈</body></html>","text":"$中芯国际(00981)$之所以长期拿着中芯，无非就是中国芯的重要性，按照一年20亿美元净利，以及联电在美股8倍的PE，中芯1300亿港元就是合理估值，而中芯必须挑战7nm，扩建也如期进行，赚成长收益的逻辑是没问题的，这个价位适当加仓位 $比亚迪股份(01211)$电池产能持续扩张，外供即将开始，8月销量也有希望突破20万，2022年180万销量和单车均价18万，加上明年海外扩张，相信市销率2倍的比亚迪，万亿只是起步，这票敢调整就敢加仓 $蔚来(NIO)$暂时性选择了清仓，带点赌博性质的买入了老虎，大概率会切回来，说不出理由，高端是稀有的，不过竟品越来越多，蔚来高端文化和产品的核心竞争力多少让我看不到太多希望，不过相比理想和小鹏，却又值得再观望，不想说太多，继续等ET5的市场反馈","highlighted":2,"essential":2,"paper":1,"likeSize":40,"commentSize":24,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/684488381","repostId":0,"isVote":1,"tweetType":1,"viewCount":18043,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO","00981","01211"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":606,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7600709,"gmtCreate":1660552220575,"gmtModify":1660552221557,"authorId":9000000000000561,"author":{"id":9000000000000561,"authorId":9000000000000561,"name":"玉米地里吃亏","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684488381,"type":1,"supId":0,"prevId":0,"content":"蔚来的换电模式你不觉得很香吗，么有必要太悲观","text":"蔚来的换电模式你不觉得很香吗，么有必要太悲观","html":"蔚来的换电模式你不觉得很香吗，么有必要太悲观","likeSize":1,"commentSize":4,"subComments":[{"id":7601997,"gmtCreate":1660613350136,"gmtModify":1660613351844,"authorId":3505356109586048,"author":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3514720395585073,"repliedAuthor":{"id":3514720395585073,"authorId":3514720395585073,"name":"yhyh","avatar":"https://static.tigerbbs.com/17feb249bb27c96ababa1284ba29755f","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":684488381,"type":1,"supId":7600709,"prevId":7601940,"content":"车辆自带升压功能而实现在现有充电桩上的超充，不香吗？","text":"车辆自带升压功能而实现在现有充电桩上的超充，不香吗？","html":"车辆自带升压功能而实现在现有充电桩上的超充，不香吗？"},{"id":7601940,"gmtCreate":1660611857004,"gmtModify":1660611858838,"authorId":3514720395585073,"author":{"id":3514720395585073,"authorId":3514720395585073,"name":"yhyh","avatar":"https://static.tigerbbs.com/17feb249bb27c96ababa1284ba29755f","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684488381,"type":1,"supId":7600709,"prevId":0,"content":"超充需要配套储能，蔚来有先天优势，蔚来的换电站支撑的超充在成本上有巨大优势","text":"超充需要配套储能，蔚来有先天优势，蔚来的换电站支撑的超充在成本上有巨大优势","html":"超充需要配套储能，蔚来有先天优势，蔚来的换电站支撑的超充在成本上有巨大优势"},{"id":7601939,"gmtCreate":1660611782666,"gmtModify":1660611784036,"authorId":3514720395585073,"author":{"id":3514720395585073,"authorId":3514720395585073,"name":"yhyh","avatar":"https://static.tigerbbs.com/17feb249bb27c96ababa1284ba29755f","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3505356109586048,"repliedAuthor":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":684488381,"type":1,"supId":7600709,"prevId":7600715,"content":"20年后普及超充，结果到时发现第一大超充运营商居然是蔚来，哈哈","text":"20年后普及超充，结果到时发现第一大超充运营商居然是蔚来，哈哈","html":"20年后普及超充，结果到时发现第一大超充运营商居然是蔚来，哈哈"},{"id":7600715,"gmtCreate":1660552479546,"gmtModify":1660552480883,"authorId":3505356109586048,"author":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684488381,"type":1,"supId":7600709,"prevId":0,"content":"超充普及后，换电优势被极大削弱，甚至成为累赘","text":"超充普及后，换电优势被极大削弱，甚至成为累赘","html":"超充普及后，换电优势被极大削弱，甚至成为累赘"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7600706,"gmtCreate":1660552149098,"gmtModify":1660552150102,"authorId":9000000000000307,"author":{"id":9000000000000307,"authorId":9000000000000307,"name":"福斯特09","avatar":"https://static.tigerbbs.com/e747bedd43d9fd19621ea7f5e5a63cf3","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684488381,"type":1,"supId":0,"prevId":0,"content":"$比亚迪股份(01211)$跟特斯拉合作的这个事情还没有敲定吧？","text":"$比亚迪股份(01211)$跟特斯拉合作的这个事情还没有敲定吧？","html":"$比亚迪股份(01211)$跟特斯拉合作的这个事情还没有敲定吧？","likeSize":0,"commentSize":2,"subComments":[{"id":7600753,"gmtCreate":1660554422214,"gmtModify":1660554423269,"authorId":9000000000000307,"author":{"id":9000000000000307,"authorId":9000000000000307,"name":"福斯特09","avatar":"https://static.tigerbbs.com/e747bedd43d9fd19621ea7f5e5a63cf3","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3505356109586048,"repliedAuthor":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":684488381,"type":1,"supId":7600706,"prevId":7600712,"content":"特斯拉就是品牌，总是给杂牌供货，他的电池走不出去","text":"特斯拉就是品牌，总是给杂牌供货，他的电池走不出去","html":"特斯拉就是品牌，总是给杂牌供货，他的电池走不出去"},{"id":7600712,"gmtCreate":1660552380749,"gmtModify":1660552381674,"authorId":3505356109586048,"author":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684488381,"type":1,"supId":7600706,"prevId":0,"content":"即使不是特斯拉，外供没压力，成本优势","text":"即使不是特斯拉，外供没压力，成本优势","html":"即使不是特斯拉，外供没压力，成本优势"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7600710,"gmtCreate":1660552302972,"gmtModify":1660552304260,"authorId":9000000000000481,"author":{"id":9000000000000481,"authorId":9000000000000481,"name":"银河小铁骑00","avatar":"https://static.tigerbbs.com/84ac53ac922106fd5cb4dcb848ba94cb","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684488381,"type":1,"supId":0,"prevId":0,"content":"中芯国际有没有做先进制程的设备？阿斯麦不是不卖设备?","text":"中芯国际有没有做先进制程的设备？阿斯麦不是不卖设备?","html":"中芯国际有没有做先进制程的设备？阿斯麦不是不卖设备?","likeSize":3,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7600714,"gmtCreate":1660552446049,"gmtModify":1660552447091,"authorId":9000000000000314,"author":{"id":9000000000000314,"authorId":9000000000000314,"name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684488381,"type":1,"supId":0,"prevId":0,"content":"总感觉比亚迪的产业线条拉的有点太长","text":"总感觉比亚迪的产业线条拉的有点太长","html":"总感觉比亚迪的产业线条拉的有点太长","likeSize":1,"commentSize":1,"subComments":[{"id":7600835,"gmtCreate":1660557181108,"gmtModify":1660557182615,"authorId":3576160273978157,"author":{"id":3576160273978157,"authorId":3576160273978157,"name":"财经梅逻辑","avatar":"https://static.tigerbbs.com/1590a19d3a2b7b48028bb5789a533454","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684488381,"type":1,"supId":7600714,"prevId":0,"content":"哈哈哈你做个企业就懂了","text":"哈哈哈你做个企业就懂了","html":"哈哈哈你做个企业就懂了"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7600717,"gmtCreate":1660552600138,"gmtModify":1660552601047,"authorId":9000000000000309,"author":{"id":9000000000000309,"authorId":9000000000000309,"name":"豆腐王中王","avatar":"https://static.tigerbbs.com/0978e0c1f253679968e223fb6b0c9557","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684488381,"type":1,"supId":0,"prevId":0,"content":"你这三个股票也是我的自选重点照顾的，很有缘分","text":"你这三个股票也是我的自选重点照顾的，很有缘分","html":"你这三个股票也是我的自选重点照顾的，很有缘分","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7600716,"gmtCreate":1660552509621,"gmtModify":1660552510808,"authorId":9000000000000310,"author":{"id":9000000000000310,"authorId":9000000000000310,"name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684488381,"type":1,"supId":0,"prevId":0,"content":"现在看比亚迪股份(01211)是不是有点太着急了？","text":"现在看比亚迪股份(01211)是不是有点太着急了？","html":"现在看比亚迪股份(01211)是不是有点太着急了？","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/684488381"}