realElonMusk的个人主页 - 老虎社区

realElonMusk

realElonMusk

SpaceX&Tesla

IP属地：北京

335关注

68粉丝

18主题

0勋章

10-15

$创业板指(399006)$ 看空

03-20

$英伟达(NVDA)$ 英伟达CEO黄仁勋表示，软件将是非常庞大的业务；预计数据中心每年的市场机会价值2500亿美元，英伟达将比其他芯片公司获得更大的份额。如果英伟达获得50%份额，那么每年数据中心营收1200亿美元，利润率70%，那么年毛利840亿美元

2022-04-29

$恒生科技指数(HSTECH)$Chinese government will meet up w major internet platform leaders tonight or tmr. Market believe it might show positive signal in the meeting.

2022-03-31

$富途控股(FUTU)$又来，这是还没谈妥吗。

2021-11-02

$特斯拉(TSLA)$这不是特斯拉，这是哥斯拉！

2021-02-05

真的很快呢，下一步冲击$250，PDD Q4的财报将会非常好，值得期待。

@realElonMusk:$拼多多(PDD)$很快到200$

2021-01-27

$蔚来(NIO)$先突破70吧

2021-01-27

[开心]

贾跃亭向左，许家印向右

2021-01-23

$蔚来(NIO)$$100

2021-01-23

$拼多多(PDD)$很快到200$

2021-01-21

$蔚来(NIO)$蔚来最近要调整震荡一阵了，等待财报。

2021-01-21

$拼多多(PDD)$逐渐开始拉升。

2021-01-20

$拼多多(PDD)$什么时候开始突破187？直逼200。

2021-01-20

$蔚来(NIO)$可靠消息：1月份交付超10000。

2021-01-19

$蔚来(NIO)$等待开盘

2021-01-19

$拼多多(PDD)$等待开盘呀

2021-01-17

$京东健康(06618)$看好

2021-01-17

$拼多多(PDD)$最近不顺

2021-01-15

$亚马逊(AMZN)$加仓

2021-01-15

$拼多多(PDD)$这段时间比较艰难啊

去老虎APP查看更多动态

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如果英伟达获得50%份额，那么每年数据中心营收1200亿美元，利润率70%，那么年毛利840亿美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/286094188859664","isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463551209047550","authorId":"3463551209047550","name":"realElonMusk","avatar":"https://static.tigerbbs.com/a0552af922a4cc3b1b06da0c8bdec6dd","crmLevel":5,"crmLevelSwitch":1,"idStr":"3463551209047550","authorIdStr":"3463551209047550"},"content":"本季度财报核心仍是数据中心。数据中心Q4营收184.04亿美元，环比增长27%，占英伟达总营收比例83%。数据中心内部来看，网络业务在计算业务带动下同比再次增长超500%，而计算营收同比增长488%； 由于数据中心营收占比过大，猜测英伟达后续应该会更改业务口径，可以单独披露计算、网络业务。值得注意的是，英伟达数据中心Q1营收有望突破200亿美元大关，这一规模已经超过Azure，逼近AWS。 实际上Q2的预期已经出来了。","text":"本季度财报核心仍是数据中心。数据中心Q4营收184.04亿美元，环比增长27%，占英伟达总营收比例83%。数据中心内部来看，网络业务在计算业务带动下同比再次增长超500%，而计算营收同比增长488%； 由于数据中心营收占比过大，猜测英伟达后续应该会更改业务口径，可以单独披露计算、网络业务。值得注意的是，英伟达数据中心Q1营收有望突破200亿美元大关，这一规模已经超过Azure，逼近AWS。 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Market believe it might show positive signal in the meeting.","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>Chinese government will meet up w major internet platform leaders tonight or tmr. Market believe it might show positive signal in the meeting.","text":"$恒生科技指数(HSTECH)$Chinese government will meet up w major internet platform leaders tonight or tmr. Market believe it might show positive signal in the meeting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/618767956","isVote":1,"tweetType":1,"viewCount":3532,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3468218024350110","authorId":"3468218024350110","name":"bobo5199","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3468218024350110","authorIdStr":"3468218024350110"},"content":"都要用字母代替文字 能积极到哪儿","text":"都要用字母代替文字 能积极到哪儿","html":"都要用字母代替文字 能积极到哪儿"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610592705,"gmtCreate":1648684468442,"gmtModify":1648684468442,"author":{"id":"3463551209047550","authorId":"3463551209047550","name":"realElonMusk","avatar":"https://static.tigerbbs.com/a0552af922a4cc3b1b06da0c8bdec6dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463551209047550","authorIdStr":"3463551209047550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>又来，这是还没谈妥吗。","listText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>这不是特斯拉，这是哥斯拉！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>这不是特斯拉，这是哥斯拉！","text":"$特斯拉(TSLA)$这不是特斯拉，这是哥斯拉！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843075228","isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317781274,"gmtCreate":1612486048498,"gmtModify":1703762514564,"author":{"id":"3463551209047550","authorId":"3463551209047550","name":"realElonMusk","avatar":"https://static.tigerbbs.com/a0552af922a4cc3b1b06da0c8bdec6dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463551209047550","authorIdStr":"3463551209047550"},"themes":[],"htmlText":"真的很快呢，下一步冲击$250，PDD Q4的财报将会非常好，值得期待。","listText":"真的很快呢，下一步冲击$250，PDD Q4的财报将会非常好，值得期待。","text":"真的很快呢，下一步冲击$250，PDD Q4的财报将会非常好，值得期待。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317781274","repostId":"310488903","repostType":1,"repost":{"id":310488903,"gmtCreate":1611350107202,"gmtModify":1703750141000,"author":{"id":"3463551209047550","authorId":"3463551209047550","name":"realElonMusk","avatar":"https://static.tigerbbs.com/a0552af922a4cc3b1b06da0c8bdec6dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463551209047550","authorIdStr":"3463551209047550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>很快到200$","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>很快到200$","text":"$拼多多(PDD)$很快到200$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310488903","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313592464,"gmtCreate":1611737245758,"gmtModify":1703752748394,"author":{"id":"3463551209047550","authorId":"3463551209047550","name":"realElonMusk","avatar":"https://static.tigerbbs.com/a0552af922a4cc3b1b06da0c8bdec6dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463551209047550","authorIdStr":"3463551209047550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>先突破70吧","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>先突破70吧","text":"$蔚来(NIO)$先突破70吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/313592464","isVote":1,"tweetType":1,"viewCount":2815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313592260,"gmtCreate":1611737179150,"gmtModify":1703752748053,"author":{"id":"3463551209047550","authorId":"3463551209047550","name":"realElonMusk","avatar":"https://static.tigerbbs.com/a0552af922a4cc3b1b06da0c8bdec6dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463551209047550","authorIdStr":"3463551209047550"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313592260","repostId":"2106266364","repostType":2,"repost":{"id":"2106266364","pubTimestamp":1611616740,"share":"https://www.laohu8.com/m/news/2106266364?lang=&edition=full","pubTime":"2021-01-26 07:19","market":"hk","language":"zh","title":"贾跃亭向左，许家印向右","url":"https://stock-news.laohu8.com/highlight/detail?id=2106266364","media":"创业邦","summary":"许家印和贾跃亭，又一次联手霸占了今天的新闻头条。说起贾跃亭和许家印的新能源造车，可以说是走了两个左右的极端。贾跃亭是左翼路线的最杰出代表，跟马斯克一样靠梦想与情怀推动左翼思想精英跟风购买；而许家印则是右翼路线的杰出代表，通过将政府和企业捆绑上自己的战车，推动右翼实权人物的带量采购。因此面对未来极其残酷的竞争，贾跃亭和许家印都需要亲自出马并进行系统性的包装。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210126072305005v173o793jrvuwcz\"/><p>编者按：本文来自政事堂2019（ID：zhengshitang2019），作者顾子明，创业邦经授权发布。</p><p>许家印和贾跃亭，又一次联手霸占了今天的新闻头条。</p><p><a href=\"https://laohu8.com/S/00708\">恒大汽车</a>发布公告，公司与6名投资者签订协议，共筹集260亿港元，创下了中国新势力造车融资的新记录。</p><p>伴随着巨大的利好，股价更是一路飙升至4000亿，市值两倍于其主体<a href=\"https://laohu8.com/S/03333\">中国恒大</a>。</p><p>考虑到母公司持有子公司的市值已经远超母公司自身，政事堂不得不怀疑恒大地产板块在资本家们的眼中，已经成为了负资产。</p><p>而穿透来看这六位投资富豪，更是不简单。</p><p>王忠明是恒大的副总裁，恒大农牧集团董事长。</p><p>刘明辉是恒大配套基建最重要的合作伙伴之一。</p><p>陈华是恒大的重要合作伙伴，<a href=\"https://laohu8.com/S/06666\">恒大物业</a>的基石投资人。</p><p>黄光苗也是恒大的重要合作伙伴，恒大物业的基石投资人。</p><p>王开全是接盘安邦的福佳总经理，其股权质押就在恒大投资的<a href=\"https://laohu8.com/S/02066\">盛京银行</a>。</p><p>至于陈凯韵就更不用说了，她是香港富豪刘銮雄的妻子，而刘銮雄本人则是恒大最最重要的投资人。</p><p>难道是一群地产大佬被迫转型新能源了?</p><p>用脚指头想都知道不可能，现在的局势传统行业哪有那么多的现金。</p><p>换句话说，不同于其他新能源势力的融资往往都是互联网基因为主，本次投资的群体一色来源于房地产传统行业，而且全部都与恒大有着巨额的投资与商业往来，都在恒大身上垫了不少的资。</p><p>所以与其说是260亿真金白银的投资，不如说是恒大在三道红线压力之下进行的“以股换债”，用恒大汽车的<span>股权置换</span>恒大地产的债务。</p><p>而对这些看重抵押物的大佬们，具体协议玩得肯定也是“明股实债”，未来股价涨了他们套现走人，股价如果跌了恒大再加利息<span>回购</span>。</p><p>既大幅降低了恒大地产的负债率绕过监管，又大幅提升了恒大汽车的估值让前面的投资人开心，顺便还狠狠的炒作了一把恒大汽车的知名度。</p><p>不得不慨叹，对于我们中国人来说，只要思想不滑坡，方法总比困难多。</p><p>只不过这个拉着兄弟们抬高股价的套路对于资本市场上的韭菜们则不怎么友好。</p><p>毕竟，先要把豪绅的钱如数奉还，之后才能对韭菜的钱三七分账。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210126072311589v173sc1o0us6ulj\"/><p>聊完了恒大的套路，再聊一下我的最爱贾跃亭。</p><p>随着上午恒大汽车的雄起，下午“下周回国”的贾跃亭也似乎要真的回来了。</p><p>据路透社报道，法拉第未来将在中国开设工厂，邀请吉利提供制造服务。</p><p>虽然贾跃亭非要赶在拜登上台的时间点回国，有点不是那么味儿，但看到这则新闻，政事堂还是有了一股想要为梦想充值的冲动。</p><p>如说，只是说如果，贾跃亭能够撑到科创元年的2019，那么真就没国内那几个小巨头什么事儿了。</p><p>说起贾跃亭和许家印的新能源造车，可以说是走了两个左右的极端。</p><p>贾跃亭是左翼路线的最杰出代表，跟马斯克一样靠梦想与情怀推动左翼思想精英跟风购买；而许家印则是右翼路线的杰出代表，通过将政府和企业捆绑上自己的战车，推动右翼实权人物的带量采购。</p><p>因此，尿不到一个壶里的两个人虽然没办法合作，但是也不会有直接的竞争，贾跃亭的竞争对手将是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、理想，而许家印的竞争对手将是北汽、上汽、广汽的新能源。</p><p>再加上原本已经扎根的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>以及未来的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，接下来，中国的新能源造车会在左右两个赛道分别开启激烈的争夺战与残酷的搏杀。</p><p>高估值与僧多肉少之间的冲突，必然会驱动泡沫的破灭，届时众多参赛者只能剩下几个竞争力最强的巨头形成少数寡头的产业链垄断。</p><p>因此面对未来极其残酷的竞争，贾跃亭和许家印都需要亲自出马并进行系统性的包装。</p><p>地产大佬许家印需要包装政府形象，如空中飞人一般，成为各地官员的坐上宾，探讨投资建厂、土地与政府采购、融资等一揽子协议。</p><p>而随着美国的变天，贾跃亭也可以顶着“限高令”回国，给自己的产品代言，点燃并延续他的造车梦想。</p><p>只要把故事捋顺了，说不定将成为未来中文互联网上最炙手可热的流量明星。</p><p>本文为专栏作者授权创业邦发表，版权归原作者所有。文章系作者个人观点，不代表创业邦立场，转载请联系原作者。如有任何疑问，请联系editor@cyzone.cn。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>贾跃亭向左，许家印向右</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贾跃亭向左，许家印向右\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-26 07:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021012607231179b195f9&s=b><strong>创业邦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按：本文来自政事堂2019（ID：zhengshitang2019），作者顾子明，创业邦经授权发布。许家印和贾跃亭，又一次联手霸占了今天的新闻头条。恒大汽车发布公告，公司与6名投资者签订协议，共筹集260亿港元，创下了中国新势力造车融资的新记录。伴随着巨大的利好，股价更是一路飙升至4000亿，市值两倍于其主体中国恒大。考虑到母公司持有子公司的市值已经远超母公司自身，政事堂不得不怀疑恒大地产板块...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021012607231179b195f9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a22803fad9d538de3c4d2fe6da0c014c","relate_stocks":{"03333":"中国恒大"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021012607231179b195f9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2106266364","content_text":"编者按：本文来自政事堂2019（ID：zhengshitang2019），作者顾子明，创业邦经授权发布。许家印和贾跃亭，又一次联手霸占了今天的新闻头条。恒大汽车发布公告，公司与6名投资者签订协议，共筹集260亿港元，创下了中国新势力造车融资的新记录。伴随着巨大的利好，股价更是一路飙升至4000亿，市值两倍于其主体中国恒大。考虑到母公司持有子公司的市值已经远超母公司自身，政事堂不得不怀疑恒大地产板块在资本家们的眼中，已经成为了负资产。而穿透来看这六位投资富豪，更是不简单。王忠明是恒大的副总裁，恒大农牧集团董事长。刘明辉是恒大配套基建最重要的合作伙伴之一。陈华是恒大的重要合作伙伴，恒大物业的基石投资人。黄光苗也是恒大的重要合作伙伴，恒大物业的基石投资人。王开全是接盘安邦的福佳总经理，其股权质押就在恒大投资的盛京银行。至于陈凯韵就更不用说了，她是香港富豪刘銮雄的妻子，而刘銮雄本人则是恒大最最重要的投资人。难道是一群地产大佬被迫转型新能源了?用脚指头想都知道不可能，现在的局势传统行业哪有那么多的现金。换句话说，不同于其他新能源势力的融资往往都是互联网基因为主，本次投资的群体一色来源于房地产传统行业，而且全部都与恒大有着巨额的投资与商业往来，都在恒大身上垫了不少的资。所以与其说是260亿真金白银的投资，不如说是恒大在三道红线压力之下进行的“以股换债”，用恒大汽车的股权置换恒大地产的债务。而对这些看重抵押物的大佬们，具体协议玩得肯定也是“明股实债”，未来股价涨了他们套现走人，股价如果跌了恒大再加利息回购。既大幅降低了恒大地产的负债率绕过监管，又大幅提升了恒大汽车的估值让前面的投资人开心，顺便还狠狠的炒作了一把恒大汽车的知名度。不得不慨叹，对于我们中国人来说，只要思想不滑坡，方法总比困难多。只不过这个拉着兄弟们抬高股价的套路对于资本市场上的韭菜们则不怎么友好。毕竟，先要把豪绅的钱如数奉还，之后才能对韭菜的钱三七分账。聊完了恒大的套路，再聊一下我的最爱贾跃亭。随着上午恒大汽车的雄起，下午“下周回国”的贾跃亭也似乎要真的回来了。据路透社报道，法拉第未来将在中国开设工厂，邀请吉利提供制造服务。虽然贾跃亭非要赶在拜登上台的时间点回国，有点不是那么味儿，但看到这则新闻，政事堂还是有了一股想要为梦想充值的冲动。如说，只是说如果，贾跃亭能够撑到科创元年的2019，那么真就没国内那几个小巨头什么事儿了。说起贾跃亭和许家印的新能源造车，可以说是走了两个左右的极端。贾跃亭是左翼路线的最杰出代表，跟马斯克一样靠梦想与情怀推动左翼思想精英跟风购买；而许家印则是右翼路线的杰出代表，通过将政府和企业捆绑上自己的战车，推动右翼实权人物的带量采购。因此，尿不到一个壶里的两个人虽然没办法合作，但是也不会有直接的竞争，贾跃亭的竞争对手将是蔚来、小鹏、理想，而许家印的竞争对手将是北汽、上汽、广汽的新能源。再加上原本已经扎根的特斯拉、比亚迪以及未来的苹果，接下来，中国的新能源造车会在左右两个赛道分别开启激烈的争夺战与残酷的搏杀。高估值与僧多肉少之间的冲突，必然会驱动泡沫的破灭，届时众多参赛者只能剩下几个竞争力最强的巨头形成少数寡头的产业链垄断。因此面对未来极其残酷的竞争，贾跃亭和许家印都需要亲自出马并进行系统性的包装。地产大佬许家印需要包装政府形象，如空中飞人一般，成为各地官员的坐上宾，探讨投资建厂、土地与政府采购、融资等一揽子协议。而随着美国的变天，贾跃亭也可以顶着“限高令”回国，给自己的产品代言，点燃并延续他的造车梦想。只要把故事捋顺了，说不定将成为未来中文互联网上最炙手可热的流量明星。本文为专栏作者授权创业邦发表，版权归原作者所有。文章系作者个人观点，不代表创业邦立场，转载请联系原作者。如有任何疑问，请联系editor@cyzone.cn。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310488314,"gmtCreate":1611350126338,"gmtModify":1703750140827,"author":{"id":"3463551209047550","authorId":"3463551209047550","name":"realElonMusk","avatar":"https://static.tigerbbs.com/a0552af922a4cc3b1b06da0c8bdec6dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3463551209047550","authorIdStr":"3463551209047550"},"themes":[],"htmlText":"<a 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