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啊啊啊啊呀
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老虎认证: 全职交易者
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啊啊啊啊呀
10-11
我平仓了
$YINN 20250117 55.0 CALL$
,逃命
啊啊啊啊呀
10-09
我平仓了
$YINN 20250117 85.0 CALL$
,来看看我最新分享的订单!
啊啊啊啊呀
10-09
我平仓了
$YINN 20250117 105.0 CALL$
,我平仓了
$YINN 20250117 105.0 CALL$
,逃命
啊啊啊啊呀
10-09
我平仓了
$YINN 20250117 105.0 CALL$
,逃命
啊啊啊啊呀
10-07
我平仓了2手
$TCH.HK 20241230 560.00 CALL$
,来看看我最新分享的订单!
啊啊啊啊呀
10-07
我平仓了2手
$TCH.HK 20241230 560.00 CALL$
,来看看我最新分享的订单!
啊啊啊啊呀
10-07
我平仓了10手
$TCH.HK 20250328 590.00 CALL$
,卖
啊啊啊啊呀
10-07
我平仓了12手
$MET.HK 20250127 260.00 CALL$
,卖
啊啊啊啊呀
10-07
我平仓了20手
$TCH.HK 20250328 590.00 CALL$
,卖
啊啊啊啊呀
10-07
我平仓了20手
$TCH.HK 20250328 590.00 CALL$
,卖
啊啊啊啊呀
10-07
我平仓了34手
$TCH.HK 20250328 590.00 CALL$
,我知道会涨,但是也卖
啊啊啊啊呀
10-07
我平仓了32手
$TCH.HK 20241230 560.00 CALL$
,卖了
啊啊啊啊呀
10-07
我平仓了5手
$TCH.HK 20241230 560.00 CALL$
,来看看我最新分享的订单!
啊啊啊啊呀
10-05
我平仓了
$蔚来(NIO)$
,蔚来应该快到爆发时刻了,不过等不及了。而且汽车库存大,不好卖,a股要是张的好,那么汽车会大卖
啊啊啊啊呀
10-05
我平仓了
$百度(BIDU)$
,磨磨唧唧,不喜欢
啊啊啊啊呀
10-05
我平仓了
$理想汽车(LI)$
,汽车都不大行,库存大
啊啊啊啊呀
10-04
I closed 2 lot(s)
$BIDU 20250919 150.0 CALL$
,p
啊啊啊啊呀
10-04
我平仓了8手
$BABA 20241101 135.0 CALL$
,来看看我最新分享的订单!
啊啊啊啊呀
10-04
富人思维,追涨杀跌,越涨越买 巴菲特说,对于好公司要越跌越买。这句话,我很不认同。这句话对于巴菲特适用,对于99%的普通人,这句话毒性不小。原因有二, 1,首先,你不能确定这是不是一家好公司。 过去优秀,经营良好的公司大概率接下去也是优秀的,但是不能保证股价继续涨,可能会大幅下跌。你真正的目的不是买公司,是赚钱。 2,资金体量不同,普通人就那么一点钱,当一个好资产从100掉到10,越跌越买,你可能在50时就把所以钱买了,接下去继续跌,剩下的是煎熬,就算最终价格涨到200,大多数人也坚持不到那天,大概率是最终割在最低点附近。 而巴菲特不同,他以合理的价格买入,可能他50开始买,40买,30买,20买,10买,因为他有无限子弹,如果价格很高时,他去买,价格会被瞬间推高。为什么不能接受在上涨趋势中,比最低点贵1倍甚至几倍的价格买呢,至少价格在上涨,说明这是上涨趋势。这样买入后很快就赚钱,人很舒服。不要有惯性思维,觉得之前那么便宜,只要1块,现在是10块了,就觉得很贵,可能过段时间变20了呢。买入的价格要考虑现在的价格与未来的价格变动,不要锚定之前便宜时候的价格。 大家的目的是赚钱啊,不是为了积股数。
$腾讯控股(00700)$
$美团-W(03690)$
$三倍做多富时中国ETF-Direxion(YINN)$
啊啊啊啊呀
10-03
我平仓了60手
$NIO 20250516 11.0 CALL$
,来看看我最新分享的订单!
去老虎APP查看更多动态
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href=\"https://laohu8.com/OPT/YINN 20250117 55.0 CALL\">$YINN 20250117 55.0 CALL$ </a>,逃命","listText":"我平仓了<a href=\"https://laohu8.com/OPT/YINN 20250117 55.0 CALL\">$YINN 20250117 55.0 CALL$ </a>,逃命","text":"我平仓了$YINN 20250117 55.0 CALL$ ,逃命","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358662419185792","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358062395658368,"gmtCreate":1728436367101,"gmtModify":1728723292252,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/YINN 20250117 85.0 CALL\">$YINN 20250117 85.0 CALL$ </a>,来看看我最新分享的订单!","listText":"我平仓了<a href=\"https://laohu8.com/OPT/YINN 20250117 85.0 CALL\">$YINN 20250117 85.0 CALL$ </a>,来看看我最新分享的订单!","text":"我平仓了$YINN 20250117 85.0 CALL$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358062395658368","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358062724788360,"gmtCreate":1728436341349,"gmtModify":1728722319024,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/YINN 20250117 105.0 CALL\">$YINN 20250117 105.0 CALL$ </a>,我平仓了<a href=\"https://laohu8.com/OPT/YINN 20250117 105.0 CALL\">$YINN 20250117 105.0 CALL$ </a>,逃命","listText":"我平仓了<a href=\"https://laohu8.com/OPT/YINN 20250117 105.0 CALL\">$YINN 20250117 105.0 CALL$ </a>,我平仓了<a href=\"https://laohu8.com/OPT/YINN 20250117 105.0 CALL\">$YINN 20250117 105.0 CALL$ </a>,逃命","text":"我平仓了$YINN 20250117 105.0 CALL$ ,我平仓了$YINN 20250117 105.0 CALL$ ,逃命","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358062724788360","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357988831596856,"gmtCreate":1728436330031,"gmtModify":1728722319387,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"htmlText":"我平仓了<a 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而巴菲特不同,他以合理的价格买入,可能他50开始买,40买,30买,20买,10买,因为他有无限子弹,如果价格很高时,他去买,价格会被瞬间推高。为什么不能接受在上涨趋势中,比最低点贵1倍甚至几倍的价格买呢,至少价格在上涨,说明这是上涨趋势。这样买入后很快就赚钱,人很舒服。不要有惯性思维,觉得之前那么便宜,只要1块,现在是10块了,就觉得很贵,可能过段时间变20了呢。买入的价格要考虑现在的价格与未来的价格变动,不要锚定之前便宜时候的价格。 大家的目的是赚钱啊,不是为了积股数。 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> <a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a>","listText":"富人思维,追涨杀跌,越涨越买 巴菲特说,对于好公司要越跌越买。这句话,我很不认同。这句话对于巴菲特适用,对于99%的普通人,这句话毒性不小。原因有二, 1,首先,你不能确定这是不是一家好公司。 过去优秀,经营良好的公司大概率接下去也是优秀的,但是不能保证股价继续涨,可能会大幅下跌。你真正的目的不是买公司,是赚钱。 2,资金体量不同,普通人就那么一点钱,当一个好资产从100掉到10,越跌越买,你可能在50时就把所以钱买了,接下去继续跌,剩下的是煎熬,就算最终价格涨到200,大多数人也坚持不到那天,大概率是最终割在最低点附近。 而巴菲特不同,他以合理的价格买入,可能他50开始买,40买,30买,20买,10买,因为他有无限子弹,如果价格很高时,他去买,价格会被瞬间推高。为什么不能接受在上涨趋势中,比最低点贵1倍甚至几倍的价格买呢,至少价格在上涨,说明这是上涨趋势。这样买入后很快就赚钱,人很舒服。不要有惯性思维,觉得之前那么便宜,只要1块,现在是10块了,就觉得很贵,可能过段时间变20了呢。买入的价格要考虑现在的价格与未来的价格变动,不要锚定之前便宜时候的价格。 大家的目的是赚钱啊,不是为了积股数。 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> <a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a>","text":"富人思维,追涨杀跌,越涨越买 巴菲特说,对于好公司要越跌越买。这句话,我很不认同。这句话对于巴菲特适用,对于99%的普通人,这句话毒性不小。原因有二, 1,首先,你不能确定这是不是一家好公司。 过去优秀,经营良好的公司大概率接下去也是优秀的,但是不能保证股价继续涨,可能会大幅下跌。你真正的目的不是买公司,是赚钱。 2,资金体量不同,普通人就那么一点钱,当一个好资产从100掉到10,越跌越买,你可能在50时就把所以钱买了,接下去继续跌,剩下的是煎熬,就算最终价格涨到200,大多数人也坚持不到那天,大概率是最终割在最低点附近。 而巴菲特不同,他以合理的价格买入,可能他50开始买,40买,30买,20买,10买,因为他有无限子弹,如果价格很高时,他去买,价格会被瞬间推高。为什么不能接受在上涨趋势中,比最低点贵1倍甚至几倍的价格买呢,至少价格在上涨,说明这是上涨趋势。这样买入后很快就赚钱,人很舒服。不要有惯性思维,觉得之前那么便宜,只要1块,现在是10块了,就觉得很贵,可能过段时间变20了呢。买入的价格要考虑现在的价格与未来的价格变动,不要锚定之前便宜时候的价格。 大家的目的是赚钱啊,不是为了积股数。 $腾讯控股(00700)$ $美团-W(03690)$ $三倍做多富时中国ETF-Direxion(YINN)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":13,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/356345265742048","isVote":1,"tweetType":1,"viewCount":11881,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514419179304562","authorId":"3514419179304562","name":"体道合德","avatar":"https://static.tigerbbs.com/95efd4d2e410bb0dd95dde84060c146e","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3514419179304562","idStr":"3514419179304562"},"content":"没什么秘诀,只要有足够的子弹,能熬住不卖,穿越周期想不赚钱都难,所以……有份工作还是挺重要的","text":"没什么秘诀,只要有足够的子弹,能熬住不卖,穿越周期想不赚钱都难,所以……有份工作还是挺重要的","html":"没什么秘诀,只要有足够的子弹,能熬住不卖,穿越周期想不赚钱都难,所以……有份工作还是挺重要的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356200161300760,"gmtCreate":1727964905416,"gmtModify":1728720628835,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"htmlText":"我平仓了60手<a href=\"https://laohu8.com/OPT/NIO 20250516 11.0 CALL\">$NIO 20250516 11.0 CALL$ </a>,来看看我最新分享的订单!","listText":"我平仓了60手<a href=\"https://laohu8.com/OPT/NIO 20250516 11.0 CALL\">$NIO 20250516 11.0 CALL$ </a>,来看看我最新分享的订单!","text":"我平仓了60手$NIO 20250516 11.0 CALL$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/356200161300760","isVote":1,"tweetType":1,"viewCount":2086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":194350000328936,"gmtCreate":1688486625167,"gmtModify":1688491630636,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"title":"以史为鉴,说说2006-2007年前的稀土","htmlText":"稀土元素是一种特殊的金属,它们有着独特的物理和化学性质,可以用来制造磁铁、电机、激光、光纤等高科技产品。而钨、钼、钴等金属,则是用来制造芯片的电极、电路板等部件的主要原料#8月起中国将限制两种稀有金属出口#7月3日,中国商务部和海关总署发布了《关于对镓、锗相关物项实施出口管制的公告》镓和锗是制造半导体和雷达系统的主要原材料。接下去我说说,2006-2007年的稀土。我去查看了一下,当时稀土龙头,包钢股份的股价,大概一年时间,涨了10倍。(当然得考虑到当时是大牛市)下面说一下当时的背景,我去查了一下,当时中美关系似乎还不错,经济上小有摩擦,taiwan问题有点小分歧,高层接触很多,总体关系是不错的。上述是我查搜索看到的,具体关系如何,我不能确定,因为当时我在读初中吧,对这个一点不关心。但是据某朋友比我年长10几岁的人说,当时美国有制裁我们。8月起中国将限制两种稀有金属出口#7月3日,中国商务部和海关总署发布了《关于对镓、锗相关物项实施出口管制的公告》.昨天的新闻意义非凡,说明我们的反制,美国各种在高科技上打压限制我们,我们似乎没什么能反制的。我们有什么强项是美国没有的吗?我们有的基本他们都有,太阳能光伏我们是领先的,但是我门产能过剩,拿这个没法制裁人家,不然杀敌1000自损800。何况是现在如此差的经济环境,如此高的失业率那么就稀土,中国 俄罗斯 美国都有大量的稀土,但是美国不开采,留着以后用。俄罗斯跟美国关系那么差,更不卖给美国了。 所以现在稀土就只有中国有了,至少此时稀土是中国的剑。十几年前,包钢股份牛逼的走势告诉我们什么呢,我应该说的很明白了吧。(包钢股份已经在前几年重组,可能不是最好的稀土公司了,自己去找)当然历史只能给我们借鉴,过去发生的,今后也会变着形式发生。至于稀土公司未来一年股价会涨多少,10倍?20倍?我不知道,这要交给时间。但是这应该会很多很","listText":"稀土元素是一种特殊的金属,它们有着独特的物理和化学性质,可以用来制造磁铁、电机、激光、光纤等高科技产品。而钨、钼、钴等金属,则是用来制造芯片的电极、电路板等部件的主要原料#8月起中国将限制两种稀有金属出口#7月3日,中国商务部和海关总署发布了《关于对镓、锗相关物项实施出口管制的公告》镓和锗是制造半导体和雷达系统的主要原材料。接下去我说说,2006-2007年的稀土。我去查看了一下,当时稀土龙头,包钢股份的股价,大概一年时间,涨了10倍。(当然得考虑到当时是大牛市)下面说一下当时的背景,我去查了一下,当时中美关系似乎还不错,经济上小有摩擦,taiwan问题有点小分歧,高层接触很多,总体关系是不错的。上述是我查搜索看到的,具体关系如何,我不能确定,因为当时我在读初中吧,对这个一点不关心。但是据某朋友比我年长10几岁的人说,当时美国有制裁我们。8月起中国将限制两种稀有金属出口#7月3日,中国商务部和海关总署发布了《关于对镓、锗相关物项实施出口管制的公告》.昨天的新闻意义非凡,说明我们的反制,美国各种在高科技上打压限制我们,我们似乎没什么能反制的。我们有什么强项是美国没有的吗?我们有的基本他们都有,太阳能光伏我们是领先的,但是我门产能过剩,拿这个没法制裁人家,不然杀敌1000自损800。何况是现在如此差的经济环境,如此高的失业率那么就稀土,中国 俄罗斯 美国都有大量的稀土,但是美国不开采,留着以后用。俄罗斯跟美国关系那么差,更不卖给美国了。 所以现在稀土就只有中国有了,至少此时稀土是中国的剑。十几年前,包钢股份牛逼的走势告诉我们什么呢,我应该说的很明白了吧。(包钢股份已经在前几年重组,可能不是最好的稀土公司了,自己去找)当然历史只能给我们借鉴,过去发生的,今后也会变着形式发生。至于稀土公司未来一年股价会涨多少,10倍?20倍?我不知道,这要交给时间。但是这应该会很多很","text":"稀土元素是一种特殊的金属,它们有着独特的物理和化学性质,可以用来制造磁铁、电机、激光、光纤等高科技产品。而钨、钼、钴等金属,则是用来制造芯片的电极、电路板等部件的主要原料#8月起中国将限制两种稀有金属出口#7月3日,中国商务部和海关总署发布了《关于对镓、锗相关物项实施出口管制的公告》镓和锗是制造半导体和雷达系统的主要原材料。接下去我说说,2006-2007年的稀土。我去查看了一下,当时稀土龙头,包钢股份的股价,大概一年时间,涨了10倍。(当然得考虑到当时是大牛市)下面说一下当时的背景,我去查了一下,当时中美关系似乎还不错,经济上小有摩擦,taiwan问题有点小分歧,高层接触很多,总体关系是不错的。上述是我查搜索看到的,具体关系如何,我不能确定,因为当时我在读初中吧,对这个一点不关心。但是据某朋友比我年长10几岁的人说,当时美国有制裁我们。8月起中国将限制两种稀有金属出口#7月3日,中国商务部和海关总署发布了《关于对镓、锗相关物项实施出口管制的公告》.昨天的新闻意义非凡,说明我们的反制,美国各种在高科技上打压限制我们,我们似乎没什么能反制的。我们有什么强项是美国没有的吗?我们有的基本他们都有,太阳能光伏我们是领先的,但是我门产能过剩,拿这个没法制裁人家,不然杀敌1000自损800。何况是现在如此差的经济环境,如此高的失业率那么就稀土,中国 俄罗斯 美国都有大量的稀土,但是美国不开采,留着以后用。俄罗斯跟美国关系那么差,更不卖给美国了。 所以现在稀土就只有中国有了,至少此时稀土是中国的剑。十几年前,包钢股份牛逼的走势告诉我们什么呢,我应该说的很明白了吧。(包钢股份已经在前几年重组,可能不是最好的稀土公司了,自己去找)当然历史只能给我们借鉴,过去发生的,今后也会变着形式发生。至于稀土公司未来一年股价会涨多少,10倍?20倍?我不知道,这要交给时间。但是这应该会很多很","images":[{"img":"https://static.tigerbbs.com/4c2c543d1f2d60dcd7c8109b6f0d3d5e","width":"2532","height":"1170"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":170,"commentSize":11,"repostSize":5,"link":"https://laohu8.com/post/194350000328936","isVote":1,"tweetType":1,"viewCount":13228,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579612413176972","authorId":"3579612413176972","name":"Yonny","avatar":"https://static.tigerbbs.com/231a2860cddd1bf2ffc3c16938f4673d","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3579612413176972","idStr":"3579612413176972"},"content":"稀土这两天杀得有点厉害啊,能接吗","text":"稀土这两天杀得有点厉害啊,能接吗","html":"稀土这两天杀得有点厉害啊,能接吗"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":204269448663224,"gmtCreate":1690901852142,"gmtModify":1690901852995,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/204269448663224","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100501748091400","authorId":"4100501748091400","name":"Psyduck16","avatar":"https://static.tigerbbs.com/19809576cf38c9762653dd23e58f6136","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4100501748091400","idStr":"4100501748091400"},"content":"最近跌的有点多,定投可否?","text":"最近跌的有点多,定投可否?","html":"最近跌的有点多,定投可否?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182658858082360,"gmtCreate":1685603120055,"gmtModify":1685603382058,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"title":"关于联想调研的想法","htmlText":"非常荣幸得到参观联想的机会,在这要感谢老虎证券提供这次机会! 首先说一下,我对于服务器,AI等并不懂,所以这次调研我并没有向联想的工作人员提出任何疑问,我只是听只是看! 联想印象中一直是一家组装电脑,卖电脑的公司,记得我读书的时候,学校里都是用联想,包括学生也买联想电脑,因为联想名气大,而且销售服务维修网点多! 联想的接待人员说到,过去几年他们在非pc业务上有非常大的营收增长,比如服务器,云算力等,并且给非常多的企业提供服务器等,比如大客户,抖音等,小客户如极氪(据联想人说原本购买阿里的云服务,发现并不好用,阿里人因为过于庞大,不能及时处理出现的问题,而且自己想联想买服务器,处理算力更便宜) 总之,就是联想有竞争力。 联想工作人员一直说自己是全球化公司。 现在微软是他们国外最大的客户。有大客户就有饭吃,这一点是比较好的。不怎么怕经济危机了。 但是,据我所知。最近联想好像在政府、事业单位里并不很吃香。我所在的城市是宁波,政府更换电脑有要求,竞标方得用浪潮、华为的硬件跟系统,可能出于网络安全的原因吧,反正曾经政府也都是用联想的硬件,但是为啥如今确坚持不用呢!这是很关键的点,政府不放心呀,联想去年因为工资门的事情,口碑并不好。联想到底是中国企业还是外国企业,大家都不知道。至少政府没当他是中国企业,我不知道其他地方是怎么样的,至少宁波是这样的。 在中国,企业得不到政府的支持,那就大概率不会发展的好。 还有一点,做服务器,做算力服务器很难吗! 我不知道啊!但是好像大家都能组装,比如浪潮,华为能,包括腾讯、阿里也是自己设计自己组装服务器等。当然组装也得靠经验,联想做电脑太多年,经验丰富,但是经验这个东西学的也很快,只要给订单,让你去试。 至于联想能不能投,人者叫仁,智者见智吧!如果足够便宜当然能投,问题是现在足够便宜吗?大家自行判断","listText":"非常荣幸得到参观联想的机会,在这要感谢老虎证券提供这次机会! 首先说一下,我对于服务器,AI等并不懂,所以这次调研我并没有向联想的工作人员提出任何疑问,我只是听只是看! 联想印象中一直是一家组装电脑,卖电脑的公司,记得我读书的时候,学校里都是用联想,包括学生也买联想电脑,因为联想名气大,而且销售服务维修网点多! 联想的接待人员说到,过去几年他们在非pc业务上有非常大的营收增长,比如服务器,云算力等,并且给非常多的企业提供服务器等,比如大客户,抖音等,小客户如极氪(据联想人说原本购买阿里的云服务,发现并不好用,阿里人因为过于庞大,不能及时处理出现的问题,而且自己想联想买服务器,处理算力更便宜) 总之,就是联想有竞争力。 联想工作人员一直说自己是全球化公司。 现在微软是他们国外最大的客户。有大客户就有饭吃,这一点是比较好的。不怎么怕经济危机了。 但是,据我所知。最近联想好像在政府、事业单位里并不很吃香。我所在的城市是宁波,政府更换电脑有要求,竞标方得用浪潮、华为的硬件跟系统,可能出于网络安全的原因吧,反正曾经政府也都是用联想的硬件,但是为啥如今确坚持不用呢!这是很关键的点,政府不放心呀,联想去年因为工资门的事情,口碑并不好。联想到底是中国企业还是外国企业,大家都不知道。至少政府没当他是中国企业,我不知道其他地方是怎么样的,至少宁波是这样的。 在中国,企业得不到政府的支持,那就大概率不会发展的好。 还有一点,做服务器,做算力服务器很难吗! 我不知道啊!但是好像大家都能组装,比如浪潮,华为能,包括腾讯、阿里也是自己设计自己组装服务器等。当然组装也得靠经验,联想做电脑太多年,经验丰富,但是经验这个东西学的也很快,只要给订单,让你去试。 至于联想能不能投,人者叫仁,智者见智吧!如果足够便宜当然能投,问题是现在足够便宜吗?大家自行判断","text":"非常荣幸得到参观联想的机会,在这要感谢老虎证券提供这次机会! 首先说一下,我对于服务器,AI等并不懂,所以这次调研我并没有向联想的工作人员提出任何疑问,我只是听只是看! 联想印象中一直是一家组装电脑,卖电脑的公司,记得我读书的时候,学校里都是用联想,包括学生也买联想电脑,因为联想名气大,而且销售服务维修网点多! 联想的接待人员说到,过去几年他们在非pc业务上有非常大的营收增长,比如服务器,云算力等,并且给非常多的企业提供服务器等,比如大客户,抖音等,小客户如极氪(据联想人说原本购买阿里的云服务,发现并不好用,阿里人因为过于庞大,不能及时处理出现的问题,而且自己想联想买服务器,处理算力更便宜) 总之,就是联想有竞争力。 联想工作人员一直说自己是全球化公司。 现在微软是他们国外最大的客户。有大客户就有饭吃,这一点是比较好的。不怎么怕经济危机了。 但是,据我所知。最近联想好像在政府、事业单位里并不很吃香。我所在的城市是宁波,政府更换电脑有要求,竞标方得用浪潮、华为的硬件跟系统,可能出于网络安全的原因吧,反正曾经政府也都是用联想的硬件,但是为啥如今确坚持不用呢!这是很关键的点,政府不放心呀,联想去年因为工资门的事情,口碑并不好。联想到底是中国企业还是外国企业,大家都不知道。至少政府没当他是中国企业,我不知道其他地方是怎么样的,至少宁波是这样的。 在中国,企业得不到政府的支持,那就大概率不会发展的好。 还有一点,做服务器,做算力服务器很难吗! 我不知道啊!但是好像大家都能组装,比如浪潮,华为能,包括腾讯、阿里也是自己设计自己组装服务器等。当然组装也得靠经验,联想做电脑太多年,经验丰富,但是经验这个东西学的也很快,只要给订单,让你去试。 至于联想能不能投,人者叫仁,智者见智吧!如果足够便宜当然能投,问题是现在足够便宜吗?大家自行判断","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":6,"repostSize":3,"link":"https://laohu8.com/post/182658858082360","isVote":1,"tweetType":1,"viewCount":3132,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000224","authorId":"9000000000000224","name":"家有猛犬","avatar":"https://static.tigerbbs.com/67592890bebcf079461acc4e4e6ba6f6","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000224","idStr":"9000000000000224"},"content":"一直说自己是全球化公司的公司是自卑的公司","text":"一直说自己是全球化公司的公司是自卑的公司","html":"一直说自己是全球化公司的公司是自卑的公司"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207740378599600,"gmtCreate":1691741379459,"gmtModify":1691742127811,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"title":"谈谈历史上的高科技也高科技首富","htmlText":"自从英国工业革命以来,出现各种当时那个时代的高科技,蒸汽机,钢铁,电力,火车,铁轮,轮船,福特汽车,计算机,数据人工智能等 而这些科技的发展也造就一批首富,这些科技在当时都是高科技,因为人家搞不出来,只有少数人能做出来。所以当时这些技术是时代最需要的,是普通大众最需要的,人就会给他很离谱的价格,也就造成那个时代的一小批巨富的人。 汽车,大家觉得是高科技嘛!我觉得是,因为我自己造不出来,说时候,现在的燃油车,还是很复杂的,普通人我想打多都自己造不出来吧,但是呢,汽车的价格确越来越便宜,几万块钱买个二手汽车也很好呀! 为啥呢,普通大众,你我造不出来,但是那些汽车集规模越来越大,造越来越多的车,汽车科技也越来越先进,当然竞争也越来越激烈,价格也是越来越低,让我们普通人觉得汽车已经不是高科技了。 总之,物已稀为贵。大家都不会,你会,你就是人才。大家都不能造,你能,你就是当时的高科技,而高科技又是社会需要的,那就会给你的技术与产品很高的溢价。 想发财就需要找到现在或者未来社会与时代需要的高科技,你参与进去,跟着现在还不是首富的人一起,你也能变富","listText":"自从英国工业革命以来,出现各种当时那个时代的高科技,蒸汽机,钢铁,电力,火车,铁轮,轮船,福特汽车,计算机,数据人工智能等 而这些科技的发展也造就一批首富,这些科技在当时都是高科技,因为人家搞不出来,只有少数人能做出来。所以当时这些技术是时代最需要的,是普通大众最需要的,人就会给他很离谱的价格,也就造成那个时代的一小批巨富的人。 汽车,大家觉得是高科技嘛!我觉得是,因为我自己造不出来,说时候,现在的燃油车,还是很复杂的,普通人我想打多都自己造不出来吧,但是呢,汽车的价格确越来越便宜,几万块钱买个二手汽车也很好呀! 为啥呢,普通大众,你我造不出来,但是那些汽车集规模越来越大,造越来越多的车,汽车科技也越来越先进,当然竞争也越来越激烈,价格也是越来越低,让我们普通人觉得汽车已经不是高科技了。 总之,物已稀为贵。大家都不会,你会,你就是人才。大家都不能造,你能,你就是当时的高科技,而高科技又是社会需要的,那就会给你的技术与产品很高的溢价。 想发财就需要找到现在或者未来社会与时代需要的高科技,你参与进去,跟着现在还不是首富的人一起,你也能变富","text":"自从英国工业革命以来,出现各种当时那个时代的高科技,蒸汽机,钢铁,电力,火车,铁轮,轮船,福特汽车,计算机,数据人工智能等 而这些科技的发展也造就一批首富,这些科技在当时都是高科技,因为人家搞不出来,只有少数人能做出来。所以当时这些技术是时代最需要的,是普通大众最需要的,人就会给他很离谱的价格,也就造成那个时代的一小批巨富的人。 汽车,大家觉得是高科技嘛!我觉得是,因为我自己造不出来,说时候,现在的燃油车,还是很复杂的,普通人我想打多都自己造不出来吧,但是呢,汽车的价格确越来越便宜,几万块钱买个二手汽车也很好呀! 为啥呢,普通大众,你我造不出来,但是那些汽车集规模越来越大,造越来越多的车,汽车科技也越来越先进,当然竞争也越来越激烈,价格也是越来越低,让我们普通人觉得汽车已经不是高科技了。 总之,物已稀为贵。大家都不会,你会,你就是人才。大家都不能造,你能,你就是当时的高科技,而高科技又是社会需要的,那就会给你的技术与产品很高的溢价。 想发财就需要找到现在或者未来社会与时代需要的高科技,你参与进去,跟着现在还不是首富的人一起,你也能变富","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/207740378599600","isVote":1,"tweetType":1,"viewCount":2594,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536926156638531","authorId":"3536926156638531","name":"xinffu_37457","avatar":"https://static.tigerbbs.com/1ae5f682bba916af97aaaddbf193a0f6","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3536926156638531","idStr":"3536926156638531"},"content":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","html":"这篇文章不错,转发给大家看看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356345265742048,"gmtCreate":1728000329642,"gmtModify":1728028805966,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"htmlText":"富人思维,追涨杀跌,越涨越买 巴菲特说,对于好公司要越跌越买。这句话,我很不认同。这句话对于巴菲特适用,对于99%的普通人,这句话毒性不小。原因有二, 1,首先,你不能确定这是不是一家好公司。 过去优秀,经营良好的公司大概率接下去也是优秀的,但是不能保证股价继续涨,可能会大幅下跌。你真正的目的不是买公司,是赚钱。 2,资金体量不同,普通人就那么一点钱,当一个好资产从100掉到10,越跌越买,你可能在50时就把所以钱买了,接下去继续跌,剩下的是煎熬,就算最终价格涨到200,大多数人也坚持不到那天,大概率是最终割在最低点附近。 而巴菲特不同,他以合理的价格买入,可能他50开始买,40买,30买,20买,10买,因为他有无限子弹,如果价格很高时,他去买,价格会被瞬间推高。为什么不能接受在上涨趋势中,比最低点贵1倍甚至几倍的价格买呢,至少价格在上涨,说明这是上涨趋势。这样买入后很快就赚钱,人很舒服。不要有惯性思维,觉得之前那么便宜,只要1块,现在是10块了,就觉得很贵,可能过段时间变20了呢。买入的价格要考虑现在的价格与未来的价格变动,不要锚定之前便宜时候的价格。 大家的目的是赚钱啊,不是为了积股数。 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> <a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a>","listText":"富人思维,追涨杀跌,越涨越买 巴菲特说,对于好公司要越跌越买。这句话,我很不认同。这句话对于巴菲特适用,对于99%的普通人,这句话毒性不小。原因有二, 1,首先,你不能确定这是不是一家好公司。 过去优秀,经营良好的公司大概率接下去也是优秀的,但是不能保证股价继续涨,可能会大幅下跌。你真正的目的不是买公司,是赚钱。 2,资金体量不同,普通人就那么一点钱,当一个好资产从100掉到10,越跌越买,你可能在50时就把所以钱买了,接下去继续跌,剩下的是煎熬,就算最终价格涨到200,大多数人也坚持不到那天,大概率是最终割在最低点附近。 而巴菲特不同,他以合理的价格买入,可能他50开始买,40买,30买,20买,10买,因为他有无限子弹,如果价格很高时,他去买,价格会被瞬间推高。为什么不能接受在上涨趋势中,比最低点贵1倍甚至几倍的价格买呢,至少价格在上涨,说明这是上涨趋势。这样买入后很快就赚钱,人很舒服。不要有惯性思维,觉得之前那么便宜,只要1块,现在是10块了,就觉得很贵,可能过段时间变20了呢。买入的价格要考虑现在的价格与未来的价格变动,不要锚定之前便宜时候的价格。 大家的目的是赚钱啊,不是为了积股数。 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> <a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a>","text":"富人思维,追涨杀跌,越涨越买 巴菲特说,对于好公司要越跌越买。这句话,我很不认同。这句话对于巴菲特适用,对于99%的普通人,这句话毒性不小。原因有二, 1,首先,你不能确定这是不是一家好公司。 过去优秀,经营良好的公司大概率接下去也是优秀的,但是不能保证股价继续涨,可能会大幅下跌。你真正的目的不是买公司,是赚钱。 2,资金体量不同,普通人就那么一点钱,当一个好资产从100掉到10,越跌越买,你可能在50时就把所以钱买了,接下去继续跌,剩下的是煎熬,就算最终价格涨到200,大多数人也坚持不到那天,大概率是最终割在最低点附近。 而巴菲特不同,他以合理的价格买入,可能他50开始买,40买,30买,20买,10买,因为他有无限子弹,如果价格很高时,他去买,价格会被瞬间推高。为什么不能接受在上涨趋势中,比最低点贵1倍甚至几倍的价格买呢,至少价格在上涨,说明这是上涨趋势。这样买入后很快就赚钱,人很舒服。不要有惯性思维,觉得之前那么便宜,只要1块,现在是10块了,就觉得很贵,可能过段时间变20了呢。买入的价格要考虑现在的价格与未来的价格变动,不要锚定之前便宜时候的价格。 大家的目的是赚钱啊,不是为了积股数。 $腾讯控股(00700)$ $美团-W(03690)$ $三倍做多富时中国ETF-Direxion(YINN)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":13,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/356345265742048","isVote":1,"tweetType":1,"viewCount":11881,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514419179304562","authorId":"3514419179304562","name":"体道合德","avatar":"https://static.tigerbbs.com/95efd4d2e410bb0dd95dde84060c146e","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3514419179304562","idStr":"3514419179304562"},"content":"没什么秘诀,只要有足够的子弹,能熬住不卖,穿越周期想不赚钱都难,所以……有份工作还是挺重要的","text":"没什么秘诀,只要有足够的子弹,能熬住不卖,穿越周期想不赚钱都难,所以……有份工作还是挺重要的","html":"没什么秘诀,只要有足够的子弹,能熬住不卖,穿越周期想不赚钱都难,所以……有份工作还是挺重要的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356562920055056,"gmtCreate":1728061051258,"gmtModify":1728720162559,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"htmlText":"我平仓了<a 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href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a>,买了4股","text":"我开仓了$理想汽车(LI)$ ,买了4股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/355500583309728","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209195325026392,"gmtCreate":1692108709153,"gmtModify":1692108710451,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"title":"经济不好,如何娱乐自己","htmlText":"经济不好的时候,大家是痛苦的,要钱没钱,甚至连工作都没有。只能调整自己的心态,比如定个腾讯音乐会员听听歌,看个爱奇艺视频<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$ </a><a href=\"https://laohu8.com/S/01698\">$腾讯音乐-SW(01698)$ </a><a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$ </a>","listText":"经济不好的时候,大家是痛苦的,要钱没钱,甚至连工作都没有。只能调整自己的心态,比如定个腾讯音乐会员听听歌,看个爱奇艺视频<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$ </a><a href=\"https://laohu8.com/S/01698\">$腾讯音乐-SW(01698)$ </a><a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$ </a>","text":"经济不好的时候,大家是痛苦的,要钱没钱,甚至连工作都没有。只能调整自己的心态,比如定个腾讯音乐会员听听歌,看个爱奇艺视频$腾讯音乐(TME)$ $腾讯音乐-SW(01698)$ $爱奇艺(IQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/209195325026392","isVote":1,"tweetType":1,"viewCount":2413,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20733756400840","authorId":"20733756400840","name":"我是股神的小腿毛","avatar":"https://static.tigerbbs.com/3d2a54ec91bee908d0ce0a36809b8199","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"20733756400840","idStr":"20733756400840"},"content":"口红效应吗","text":"口红效应吗","html":"口红效应吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356200161300760,"gmtCreate":1727964905416,"gmtModify":1728720628835,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"htmlText":"我平仓了60手<a href=\"https://laohu8.com/OPT/NIO 20250516 11.0 CALL\">$NIO 20250516 11.0 CALL$ </a>,来看看我最新分享的订单!","listText":"我平仓了60手<a href=\"https://laohu8.com/OPT/NIO 20250516 11.0 CALL\">$NIO 20250516 11.0 CALL$ </a>,来看看我最新分享的订单!","text":"我平仓了60手$NIO 20250516 11.0 CALL$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/356200161300760","isVote":1,"tweetType":1,"viewCount":2086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216318913945760,"gmtCreate":1693841961107,"gmtModify":1693845599316,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"title":"从酱香咖啡看消费趋势","htmlText":"最近一天,朋友圈里的茅台与瑞幸联名的咖啡火了,我已经看到好多人拍照发朋友圈。 茅台酒的属性是社交,喝的就是一个贵,有面子(并不见的有多好喝)瑞幸咖啡的属性的好喝又实惠,9.9买一杯,主打一个性价比。 茅台与瑞幸的合作,让茅台重高端属性上往相对低端走,喝不起茅台酒的人也可以吃到茅台版咖啡。在之前,茅台已经开始自己做茅台啤酒,茅台冰激凌,但是显然是没有这次成功的。 这次我看到的现象是我自己的微信朋友圈好多人在晒酱香咖啡。这让茅台的曝光度大大增加,虽然这并不会提高多少茅台酒的销售。但是在现在消费降级的时代,茅台的受普通没那么有钱的群体的欢迎,是不是从另一个角度说,茅台大多数人喝不起呢?会不会反而让喝得起茅台酒的人觉得喝茅台酒更加与众不同,高人一等呢,从而对保持茅台酒的销售是不是有好处呢?我觉得是的。 而且茅台的下沉,可能茅台会做其他品类的东西,比如说茅台洗发水,茅台毛巾等等。 做这些品类的目的也不是说为挣多少钱,就是要获得曝光度,有个存在感。 对于瑞幸,这次合作的爆火,让他的售价往更高的价格走,好像现在酱香咖啡卖30左右,而且买的人超级多,这个爆款能给瑞幸带来多大的销售额呢!短期1-2周看挺多,但是更长时间看我觉得消费者的好奇心与优越感也会很快消散。 但至少瑞幸也获得了很大的流量,这次合作帮瑞幸宣传达到了很大的效果! 这让我想到了22年5月份的帐篷股,五一期间,我看到很多人在朋友圈晒露营⛺️的照片。 当时我就明白,五一节日归来,帐篷股得涨一波(当时的逻辑是封控期间根本不让出市出省,但是节假日还的去玩呀,得让自己压抑的心情得到舒缓)那当时或外露营器材是个好生意呀。 从上次这个案例看看,瑞幸咖啡这次会不会涨,大概率会涨的,受朋友圈情绪影响,大概率明天或者接下去几天能大涨一波,毕竟流量的力量是巨大的。 但是能涨很多嘛,我看也未必,毕竟从2020年的6月不到1块钱到现在已经是","listText":"最近一天,朋友圈里的茅台与瑞幸联名的咖啡火了,我已经看到好多人拍照发朋友圈。 茅台酒的属性是社交,喝的就是一个贵,有面子(并不见的有多好喝)瑞幸咖啡的属性的好喝又实惠,9.9买一杯,主打一个性价比。 茅台与瑞幸的合作,让茅台重高端属性上往相对低端走,喝不起茅台酒的人也可以吃到茅台版咖啡。在之前,茅台已经开始自己做茅台啤酒,茅台冰激凌,但是显然是没有这次成功的。 这次我看到的现象是我自己的微信朋友圈好多人在晒酱香咖啡。这让茅台的曝光度大大增加,虽然这并不会提高多少茅台酒的销售。但是在现在消费降级的时代,茅台的受普通没那么有钱的群体的欢迎,是不是从另一个角度说,茅台大多数人喝不起呢?会不会反而让喝得起茅台酒的人觉得喝茅台酒更加与众不同,高人一等呢,从而对保持茅台酒的销售是不是有好处呢?我觉得是的。 而且茅台的下沉,可能茅台会做其他品类的东西,比如说茅台洗发水,茅台毛巾等等。 做这些品类的目的也不是说为挣多少钱,就是要获得曝光度,有个存在感。 对于瑞幸,这次合作的爆火,让他的售价往更高的价格走,好像现在酱香咖啡卖30左右,而且买的人超级多,这个爆款能给瑞幸带来多大的销售额呢!短期1-2周看挺多,但是更长时间看我觉得消费者的好奇心与优越感也会很快消散。 但至少瑞幸也获得了很大的流量,这次合作帮瑞幸宣传达到了很大的效果! 这让我想到了22年5月份的帐篷股,五一期间,我看到很多人在朋友圈晒露营⛺️的照片。 当时我就明白,五一节日归来,帐篷股得涨一波(当时的逻辑是封控期间根本不让出市出省,但是节假日还的去玩呀,得让自己压抑的心情得到舒缓)那当时或外露营器材是个好生意呀。 从上次这个案例看看,瑞幸咖啡这次会不会涨,大概率会涨的,受朋友圈情绪影响,大概率明天或者接下去几天能大涨一波,毕竟流量的力量是巨大的。 但是能涨很多嘛,我看也未必,毕竟从2020年的6月不到1块钱到现在已经是","text":"最近一天,朋友圈里的茅台与瑞幸联名的咖啡火了,我已经看到好多人拍照发朋友圈。 茅台酒的属性是社交,喝的就是一个贵,有面子(并不见的有多好喝)瑞幸咖啡的属性的好喝又实惠,9.9买一杯,主打一个性价比。 茅台与瑞幸的合作,让茅台重高端属性上往相对低端走,喝不起茅台酒的人也可以吃到茅台版咖啡。在之前,茅台已经开始自己做茅台啤酒,茅台冰激凌,但是显然是没有这次成功的。 这次我看到的现象是我自己的微信朋友圈好多人在晒酱香咖啡。这让茅台的曝光度大大增加,虽然这并不会提高多少茅台酒的销售。但是在现在消费降级的时代,茅台的受普通没那么有钱的群体的欢迎,是不是从另一个角度说,茅台大多数人喝不起呢?会不会反而让喝得起茅台酒的人觉得喝茅台酒更加与众不同,高人一等呢,从而对保持茅台酒的销售是不是有好处呢?我觉得是的。 而且茅台的下沉,可能茅台会做其他品类的东西,比如说茅台洗发水,茅台毛巾等等。 做这些品类的目的也不是说为挣多少钱,就是要获得曝光度,有个存在感。 对于瑞幸,这次合作的爆火,让他的售价往更高的价格走,好像现在酱香咖啡卖30左右,而且买的人超级多,这个爆款能给瑞幸带来多大的销售额呢!短期1-2周看挺多,但是更长时间看我觉得消费者的好奇心与优越感也会很快消散。 但至少瑞幸也获得了很大的流量,这次合作帮瑞幸宣传达到了很大的效果! 这让我想到了22年5月份的帐篷股,五一期间,我看到很多人在朋友圈晒露营⛺️的照片。 当时我就明白,五一节日归来,帐篷股得涨一波(当时的逻辑是封控期间根本不让出市出省,但是节假日还的去玩呀,得让自己压抑的心情得到舒缓)那当时或外露营器材是个好生意呀。 从上次这个案例看看,瑞幸咖啡这次会不会涨,大概率会涨的,受朋友圈情绪影响,大概率明天或者接下去几天能大涨一波,毕竟流量的力量是巨大的。 但是能涨很多嘛,我看也未必,毕竟从2020年的6月不到1块钱到现在已经是","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/216318913945760","isVote":1,"tweetType":1,"viewCount":2955,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"740450932848","authorId":"740450932848","name":"33_Tiger","avatar":"https://static.tigerbbs.com/aa2c2a58a713dadbb19ede7c4c37d61d","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"740450932848","idStr":"740450932848"},"content":"跨界营销可以载入史册的案例","text":"跨界营销可以载入史册的案例","html":"跨界营销可以载入史册的案例"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188138364608672,"gmtCreate":1686957816744,"gmtModify":1687164661865,"author":{"id":"3449113858076299","authorId":"3449113858076299","name":"啊啊啊啊呀","avatar":"https://static.tigerbbs.com/fd2453610af725d268615cdd71b3c6a4","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3449113858076299","idStr":"3449113858076299"},"themes":[],"title":"关于苹果头显,unity的地位重要性","htmlText":"上周出了苹果vision pro,一些博主说很震撼,我个人感觉这是划时代的产品。说到价格,3499美金的价格确实贵,的确能阻挡住很多人购买的想法,但是呢,地球上买的起这个的人很多很多,他们愿意为美好的事物买单。vision pro现在只是发布个消息,热身而已,短期内谁也不知道这个苹果头显能不能成功。明年年初才会正式开售。这个头显可能是一个划时代的产品,不过不代表他就能够成功。苹果说他将与迪士尼视频跟u合作,对于迪士尼,,他能够提供一些视频。对于喜欢看视频的人来说,迪士尼的加入,能够丰富苹果头显的视频资源生态,这是好事。但是这并不是最关键的。最关键的是u,为苹果头显提供制作3D应用开发的底层软件。这家公司世面上一大半的游戏就是用他开发的,比如元神,王者荣耀等等。u收费想比竞争对手收费更低,上手快,缺点是3D效果没他的竞争对手清晰震撼。话说苹果头显的成败,还真靠u,首先头显现在没有应用程序,这是一个新产品。现在最重要的是,开发者,帮助苹果来开发应用程序。我们知道,只有某个产品,销量大,用户多,才会吸引更多的应用开发者,不错,开发者是来挣钱的,不是做义工的。但是新产品,就会涉及到先有用户,还是先有应用程序的问题。 苹果作为超级大的企业,他的用户基数是庞大的,那么虽然可能只有很少比例的用户会购买苹果头显,但是还是很多人,那么这就会吸引开发者为苹果开发头显程序,随着有越来越多的程序出现,也会吸引越来越多的人购买苹果头显,这二者相互促进。 我还记得诺基亚手机是怎么破产卖身的,一开始诺基亚有自己的智能操作软件 塞班。但是后面市场出了ios跟安卓,非常好用。后面发现自己的塞班系统越来越不吃香,随着微软出了windows phone system软件,诺基亚选择了微软wps,可能是这个系统没ios跟安卓好用,刚开始有人给微软开发程序,但是用户并没有增加多少,后面就没用","listText":"上周出了苹果vision pro,一些博主说很震撼,我个人感觉这是划时代的产品。说到价格,3499美金的价格确实贵,的确能阻挡住很多人购买的想法,但是呢,地球上买的起这个的人很多很多,他们愿意为美好的事物买单。vision pro现在只是发布个消息,热身而已,短期内谁也不知道这个苹果头显能不能成功。明年年初才会正式开售。这个头显可能是一个划时代的产品,不过不代表他就能够成功。苹果说他将与迪士尼视频跟u合作,对于迪士尼,,他能够提供一些视频。对于喜欢看视频的人来说,迪士尼的加入,能够丰富苹果头显的视频资源生态,这是好事。但是这并不是最关键的。最关键的是u,为苹果头显提供制作3D应用开发的底层软件。这家公司世面上一大半的游戏就是用他开发的,比如元神,王者荣耀等等。u收费想比竞争对手收费更低,上手快,缺点是3D效果没他的竞争对手清晰震撼。话说苹果头显的成败,还真靠u,首先头显现在没有应用程序,这是一个新产品。现在最重要的是,开发者,帮助苹果来开发应用程序。我们知道,只有某个产品,销量大,用户多,才会吸引更多的应用开发者,不错,开发者是来挣钱的,不是做义工的。但是新产品,就会涉及到先有用户,还是先有应用程序的问题。 苹果作为超级大的企业,他的用户基数是庞大的,那么虽然可能只有很少比例的用户会购买苹果头显,但是还是很多人,那么这就会吸引开发者为苹果开发头显程序,随着有越来越多的程序出现,也会吸引越来越多的人购买苹果头显,这二者相互促进。 我还记得诺基亚手机是怎么破产卖身的,一开始诺基亚有自己的智能操作软件 塞班。但是后面市场出了ios跟安卓,非常好用。后面发现自己的塞班系统越来越不吃香,随着微软出了windows phone system软件,诺基亚选择了微软wps,可能是这个系统没ios跟安卓好用,刚开始有人给微软开发程序,但是用户并没有增加多少,后面就没用","text":"上周出了苹果vision pro,一些博主说很震撼,我个人感觉这是划时代的产品。说到价格,3499美金的价格确实贵,的确能阻挡住很多人购买的想法,但是呢,地球上买的起这个的人很多很多,他们愿意为美好的事物买单。vision pro现在只是发布个消息,热身而已,短期内谁也不知道这个苹果头显能不能成功。明年年初才会正式开售。这个头显可能是一个划时代的产品,不过不代表他就能够成功。苹果说他将与迪士尼视频跟u合作,对于迪士尼,,他能够提供一些视频。对于喜欢看视频的人来说,迪士尼的加入,能够丰富苹果头显的视频资源生态,这是好事。但是这并不是最关键的。最关键的是u,为苹果头显提供制作3D应用开发的底层软件。这家公司世面上一大半的游戏就是用他开发的,比如元神,王者荣耀等等。u收费想比竞争对手收费更低,上手快,缺点是3D效果没他的竞争对手清晰震撼。话说苹果头显的成败,还真靠u,首先头显现在没有应用程序,这是一个新产品。现在最重要的是,开发者,帮助苹果来开发应用程序。我们知道,只有某个产品,销量大,用户多,才会吸引更多的应用开发者,不错,开发者是来挣钱的,不是做义工的。但是新产品,就会涉及到先有用户,还是先有应用程序的问题。 苹果作为超级大的企业,他的用户基数是庞大的,那么虽然可能只有很少比例的用户会购买苹果头显,但是还是很多人,那么这就会吸引开发者为苹果开发头显程序,随着有越来越多的程序出现,也会吸引越来越多的人购买苹果头显,这二者相互促进。 我还记得诺基亚手机是怎么破产卖身的,一开始诺基亚有自己的智能操作软件 塞班。但是后面市场出了ios跟安卓,非常好用。后面发现自己的塞班系统越来越不吃香,随着微软出了windows phone 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