tigerSouth的个人主页 - 老虎社区

tigerSouth

tigerSouth

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IP属地：黑龙江

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0勋章

03-13

$BOSS直聘(BZ)$ 现金收款的环比增速下来了，四季度是旺季，估计明年增速下来了

2023-02-15

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 $同道猎聘(06100)$//@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？

2022-11-17

$拼多多(PDD)$ 未来一段时间，不要轻易做空。对于做错的包容性会比较低。对于做多的包容性会比较高

2022-11-10

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？

2022-11-03

对理想态度变化转看多了。平掉了空仓，做了点多

@tigerSouth:$理想汽车(LI)$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？

2022-11-03

平掉了小鹏的空仓，距离一个半月前发帖时差不多跌了一半//@tigerSouth: 其实公司是努力想做事情的公司，小鹏总也是想努力创新的企业家。问题在于整个行业估值过高，泡沫太大。预计应该再有50%的跌幅

@tigerSouth:$小鹏汽车(XPEV)$最后的出逃机会。连创始人回购的招数都用了，看来产品和销售方面没啥新的办法了。对比腾讯都回购那么多了，还是照样跌

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？

2022-10-11

距离发贴已经跌了接近40%//@tigerSouth: 其实公司是努力想做事情的公司，小鹏总也是想努力创新的企业家。问题在于整个行业估值过高，泡沫太大。预计应该再有50%的跌幅

@tigerSouth:$小鹏汽车(XPEV)$最后的出逃机会。连创始人回购的招数都用了，看来产品和销售方面没啥新的办法了。对比腾讯都回购那么多了，还是照样跌

2022-10-11

距离发帖时候5个交易日已经跌了接近30%，不过还是很高。虽然李想是个好的产品经理和企业家，但是估值泡沫太大，市场的激烈竞争不支持这个估值，假设25年能卖40万台车，每辆车赚1.5万。那时候新能源车的增速已经到了10%以下。可以10倍PE,也就是100亿美金的估值

@tigerSouth:$理想汽车(LI)$有三个月的预定，才交付一万出头。不知道是产能出问题了还是需求出问题了。这样看下来短期有问题。当然长期的问题更大，肯定是不值这个市值的

2022-10-01

$理想汽车(LI)$有三个月的预定，才交付一万出头。不知道是产能出问题了还是需求出问题了。这样看下来短期有问题。当然长期的问题更大，肯定是不值这个市值的

2022-09-28

其实公司是努力想做事情的公司，小鹏总也是想努力创新的企业家。问题在于整个行业估值过高，泡沫太大。预计应该再有50%的跌幅

@tigerSouth:$小鹏汽车(XPEV)$最后的出逃机会。连创始人回购的招数都用了，看来产品和销售方面没啥新的办法了。对比腾讯都回购那么多了，还是照样跌

2022-09-26

$小鹏汽车(XPEV)$最后的出逃机会。连创始人回购的招数都用了，看来产品和销售方面没啥新的办法了。对比腾讯都回购那么多了，还是照样跌

2022-03-22

$福莱特玻璃(06865)$业绩太惨了，按照4季度业绩，要跌到15块

2021-11-08

$前程无忧(JOBS)$35亿美金市值，其中17亿美金的现金。公司市值只有18亿美金。营业收入跟boss差不多，市值是boss 的八分之一。

2021-05-28

$亿航智能(EH)$快涨快涨

2021-05-04

$前程无忧(JOBS)$这个是个风险很小的套利机会

2021-05-03

$亿航智能(EH)$本想这一轮涨一些再继续空的，怎么这么快就泄了

2021-03-24

$亿航智能(EH)$财报到底啥时候，不会有问题吧？

2021-03-23

$亿航智能(EH)$庄家在慢慢跑掉，最迟诉讼之前，或者财报发不出来也有可能，审计师不签字

2021-03-19

$亿航智能(EH)$庄家会在集体诉讼之前把货出完

去老虎APP查看更多动态

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现金收款的环比增速下来了，四季度是旺季，估计明年增速下来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/283535552225312","isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556498687708294","authorId":"3556498687708294","name":"鸟大林子深","avatar":"https://static.tigerbbs.com/75f225fc0ff89cd5ff8857e0e0882eff","crmLevel":4,"crmLevelSwitch":0,"idStr":"3556498687708294","authorIdStr":"3556498687708294"},"content":"四季度是淡季吧？旺季在一季度和三季度","text":"四季度是淡季吧？旺季在一季度和三季度","html":"四季度是淡季吧？旺季在一季度和三季度"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625634136,"gmtCreate":1676428804225,"gmtModify":1676428805923,"author":{"id":"150675005628540","authorId":"150675005628540","name":"tigerSouth","avatar":"https://static.tigerbbs.com/e8b4ddcceddb937bff8b4c5045bcf5eb","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"150675005628540","authorIdStr":"150675005628540"},"themes":[],"htmlText":"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 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