+关注
1214ba
暂无个人介绍
IP属地：广西
34
关注
2
粉丝
0
主题
0
勋章
主贴
热门
1214ba
2021-04-13
$嘉楠科技(CAN)$
第一次亏惨的股，长点记性吧[捂脸]
1214ba
2021-04-12
$嘉楠科技(CAN)$
被狠狠地教训了
1214ba
2021-01-07
好久没打新啦，希望是个好股以待长持💪💪
1214ba
2020-07-28
这篇文章不错，转发给大家看
@大哥千万别站山上:重看李想——错过了美团，还要错过理想吗？
1214ba
2019-04-26
$特斯拉(TSLA)$😭
1214ba
2018-03-22
$融创中国(01918)$ 肿了肿了
1214ba
2017-11-02
$特斯拉(TSLA)$ 😂
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3468495615035227,"uuid":"3468495615035227","gmtCreate":1505403550453,"gmtModify":1505448160723,"name":"1214ba","pinyin":"1214ba","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":34,"tweetSize":7,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.21","exceedPercentage":"93.05%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.46%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"广西","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":345075622,"gmtCreate":1618269932366,"gmtModify":1618269932366,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>第一次亏惨的股，长点记性吧[捂脸] ","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>第一次亏惨的股，长点记性吧[捂脸] ","text":"$嘉楠科技(CAN)$第一次亏惨的股，长点记性吧[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345075622","isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342418664,"gmtCreate":1618236612258,"gmtModify":1618236612258,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>被狠狠地教训了","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>被狠狠地教训了","text":"$嘉楠科技(CAN)$被狠狠地教训了","images":[{"img":"https://static.tigerbbs.com/5205405b93372d4f114148951094e70f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342418664","isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":336034664,"gmtCreate":1609990890458,"gmtModify":1703741837245,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好久没打新啦，希望是个好股以待长持💪💪","listText":"好久没打新啦，希望是个好股以待长持💪💪","text":"好久没打新啦，希望是个好股以待长持💪💪","images":[{"img":"https://static.tigerbbs.com/e9c782f03d0524c5f23cbfa99e82f113","width":"1080","height":"1983"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336034664","isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":946427833,"gmtCreate":1595949520622,"gmtModify":1704210408869,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946427833","repostId":"946497083","repostType":1,"repost":{"id":946497083,"gmtCreate":1595942879742,"gmtModify":1704210344449,"author":{"id":"3480924163824733","authorId":"3480924163824733","name":"大哥千万别站山上","avatar":"https://static.tigerbbs.com/5bf6bd6c2ee4205cb570437b369734b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"重看李想——错过了美团，还要错过理想吗？","htmlText":"如题，作为小米老红军，对同期上市的美团并没有太多关注，可能因为不在那个圈子吧，无甚了解，当然就没什么兴趣。但是回头看，必须要承认错过了美团，马后炮的说，王兴这样的人、美团这样的公司可以闭着眼睛投。 1.聊聊理想试驾体验 理想汽车要 IPO了，从可以申购到今天（7月28日），期间去试了个驾，看了些资料。试驾结束没啥特别的感觉，我尽量以一个普通用户的角度去看，就挺中庸的，没有特别吸引你的炫的地方（但是不常开电动车的应该会很惊喜），但是发动机（发电机）的噪音没有存在感让我很惊喜。有点像找女朋友，不妖不艳，是个过日子的人。再考虑下价格，32.8万，大部分家庭够一够都能够得着。好感多了很多！ 对车子有了好感，回来就开始研究这家公司和这个人。发现了一些东西，在我的认知里得到了确认，我觉得可以，所以申购了。事先声明，之前写过一篇喷理想的文章（技术流氓：不认同「理想」的技术路线），关于技术路线的问题我还是坚持那篇文章的观点，但是这次为什么开始站理想了，并且真金白银的投票了，且看下文。 2.先说风险。 （1）第一个风险主要是从D轮到IPO一个月，估值直接翻一倍，虽然IPO继续基石投资者了吧，但是王兴和美团这么玩，这资本运作能力是否有点太强？这个问题大家各有各的看法，我是心理打鼓的，不过鉴于今年电动车行业的大形势，跑步送钱似乎可以理解，大概率也会有人接盘。 （2）长期看是技术路线的风险，这个对短期的财务数据没什么影响，短期可以不关注，长期一定要关注。而且比较有意思的是，李想提了一个“自动驾驶就是理想汽车的命”，让我觉得有必要重新思考理想的技术路线的问题。（放在文章第4部分讨论） （3）只说短期风险吧，量化一下就是估值。我给理想的价格，是参考蔚来今年价格比较低的时候，大概在40亿美元。本来觉得80亿的估值挺高的，但是仔细一想，D轮估值40亿，IPO后账上现金就有30亿，车一交付就有毛利，整个","listText":"如题，作为小米老红军，对同期上市的美团并没有太多关注，可能因为不在那个圈子吧，无甚了解，当然就没什么兴趣。但是回头看，必须要承认错过了美团，马后炮的说，王兴这样的人、美团这样的公司可以闭着眼睛投。 1.聊聊理想试驾体验 理想汽车要 IPO了，从可以申购到今天（7月28日），期间去试了个驾，看了些资料。试驾结束没啥特别的感觉，我尽量以一个普通用户的角度去看，就挺中庸的，没有特别吸引你的炫的地方（但是不常开电动车的应该会很惊喜），但是发动机（发电机）的噪音没有存在感让我很惊喜。有点像找女朋友，不妖不艳，是个过日子的人。再考虑下价格，32.8万，大部分家庭够一够都能够得着。好感多了很多！ 对车子有了好感，回来就开始研究这家公司和这个人。发现了一些东西，在我的认知里得到了确认，我觉得可以，所以申购了。事先声明，之前写过一篇喷理想的文章（技术流氓：不认同「理想」的技术路线），关于技术路线的问题我还是坚持那篇文章的观点，但是这次为什么开始站理想了，并且真金白银的投票了，且看下文。 2.先说风险。 （1）第一个风险主要是从D轮到IPO一个月，估值直接翻一倍，虽然IPO继续基石投资者了吧，但是王兴和美团这么玩，这资本运作能力是否有点太强？这个问题大家各有各的看法，我是心理打鼓的，不过鉴于今年电动车行业的大形势，跑步送钱似乎可以理解，大概率也会有人接盘。 （2）长期看是技术路线的风险，这个对短期的财务数据没什么影响，短期可以不关注，长期一定要关注。而且比较有意思的是，李想提了一个“自动驾驶就是理想汽车的命”，让我觉得有必要重新思考理想的技术路线的问题。（放在文章第4部分讨论） （3）只说短期风险吧，量化一下就是估值。我给理想的价格，是参考蔚来今年价格比较低的时候，大概在40亿美元。本来觉得80亿的估值挺高的，但是仔细一想，D轮估值40亿，IPO后账上现金就有30亿，车一交付就有毛利，整个","text":"如题，作为小米老红军，对同期上市的美团并没有太多关注，可能因为不在那个圈子吧，无甚了解，当然就没什么兴趣。但是回头看，必须要承认错过了美团，马后炮的说，王兴这样的人、美团这样的公司可以闭着眼睛投。 1.聊聊理想试驾体验 理想汽车要 IPO了，从可以申购到今天（7月28日），期间去试了个驾，看了些资料。试驾结束没啥特别的感觉，我尽量以一个普通用户的角度去看，就挺中庸的，没有特别吸引你的炫的地方（但是不常开电动车的应该会很惊喜），但是发动机（发电机）的噪音没有存在感让我很惊喜。有点像找女朋友，不妖不艳，是个过日子的人。再考虑下价格，32.8万，大部分家庭够一够都能够得着。好感多了很多！ 对车子有了好感，回来就开始研究这家公司和这个人。发现了一些东西，在我的认知里得到了确认，我觉得可以，所以申购了。事先声明，之前写过一篇喷理想的文章（技术流氓：不认同「理想」的技术路线），关于技术路线的问题我还是坚持那篇文章的观点，但是这次为什么开始站理想了，并且真金白银的投票了，且看下文。 2.先说风险。 （1）第一个风险主要是从D轮到IPO一个月，估值直接翻一倍，虽然IPO继续基石投资者了吧，但是王兴和美团这么玩，这资本运作能力是否有点太强？这个问题大家各有各的看法，我是心理打鼓的，不过鉴于今年电动车行业的大形势，跑步送钱似乎可以理解，大概率也会有人接盘。 （2）长期看是技术路线的风险，这个对短期的财务数据没什么影响，短期可以不关注，长期一定要关注。而且比较有意思的是，李想提了一个“自动驾驶就是理想汽车的命”，让我觉得有必要重新思考理想的技术路线的问题。（放在文章第4部分讨论） （3）只说短期风险吧，量化一下就是估值。我给理想的价格，是参考蔚来今年价格比较低的时候，大概在40亿美元。本来觉得80亿的估值挺高的，但是仔细一想，D轮估值40亿，IPO后账上现金就有30亿，车一交付就有毛利，整个","images":[{"img":"https://static.tigerbbs.com/71b295b8751ec6dc586ddaa273270441","width":"4000","height":"3000"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946497083","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":909674457,"gmtCreate":1556293864479,"gmtModify":1704800494928,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$特斯拉(TSLA)$😭","listText":"$特斯拉(TSLA)$😭","text":"$特斯拉(TSLA)$😭","images":[{"img":"https://static.tigerbbs.com/48729fdbee69fb9199791870cd92b73b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/909674457","isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1777750695264","authorId":"1777750695264","name":"candy","avatar":"https://static.tigerbbs.com/8704f74e29ab9f418e72907459767655","crmLevel":4,"crmLevelSwitch":1},"content":"拿着吧，几个月就涨回去了","text":"拿着吧，几个月就涨回去了","html":"拿着吧，几个月就涨回去了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":169871,"gmtCreate":1521687011789,"gmtModify":1704890638608,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$融创中国(01918)$ 肿了肿了","listText":"$融创中国(01918)$ 肿了肿了","text":"$融创中国(01918)$ 肿了肿了","images":[{"img":"https://static.laohu8.com/158832d226650abbb6ac8692c0f49c89"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/169871","isVote":1,"tweetType":1,"viewCount":2986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":109334,"gmtCreate":1509585234915,"gmtModify":1704883041939,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$特斯拉(TSLA)$ 😂","listText":"$特斯拉(TSLA)$ 😂","text":"$特斯拉(TSLA)$ 😂","images":[{"img":"https://static.laohu8.com/1b28fff94457083074707a21dda9423a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/109334","isVote":1,"tweetType":1,"viewCount":1509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":169871,"gmtCreate":1521687011789,"gmtModify":1704890638608,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$融创中国(01918)$ 肿了肿了","listText":"$融创中国(01918)$ 肿了肿了","text":"$融创中国(01918)$ 肿了肿了","images":[{"img":"https://static.laohu8.com/158832d226650abbb6ac8692c0f49c89"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/169871","isVote":1,"tweetType":1,"viewCount":2986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":909674457,"gmtCreate":1556293864479,"gmtModify":1704800494928,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$特斯拉(TSLA)$😭","listText":"$特斯拉(TSLA)$😭","text":"$特斯拉(TSLA)$😭","images":[{"img":"https://static.tigerbbs.com/48729fdbee69fb9199791870cd92b73b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/909674457","isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1777750695264","authorId":"1777750695264","name":"candy","avatar":"https://static.tigerbbs.com/8704f74e29ab9f418e72907459767655","crmLevel":4,"crmLevelSwitch":1},"content":"拿着吧，几个月就涨回去了","text":"拿着吧，几个月就涨回去了","html":"拿着吧，几个月就涨回去了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":345075622,"gmtCreate":1618269932366,"gmtModify":1618269932366,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>第一次亏惨的股，长点记性吧[捂脸] ","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>第一次亏惨的股，长点记性吧[捂脸] ","text":"$嘉楠科技(CAN)$第一次亏惨的股，长点记性吧[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345075622","isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109334,"gmtCreate":1509585234915,"gmtModify":1704883041939,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$特斯拉(TSLA)$ 😂","listText":"$特斯拉(TSLA)$ 😂","text":"$特斯拉(TSLA)$ 😂","images":[{"img":"https://static.laohu8.com/1b28fff94457083074707a21dda9423a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/109334","isVote":1,"tweetType":1,"viewCount":1509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":336034664,"gmtCreate":1609990890458,"gmtModify":1703741837245,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好久没打新啦，希望是个好股以待长持💪💪","listText":"好久没打新啦，希望是个好股以待长持💪💪","text":"好久没打新啦，希望是个好股以待长持💪💪","images":[{"img":"https://static.tigerbbs.com/e9c782f03d0524c5f23cbfa99e82f113","width":"1080","height":"1983"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336034664","isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":342418664,"gmtCreate":1618236612258,"gmtModify":1618236612258,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>被狠狠地教训了","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>被狠狠地教训了","text":"$嘉楠科技(CAN)$被狠狠地教训了","images":[{"img":"https://static.tigerbbs.com/5205405b93372d4f114148951094e70f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342418664","isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":946427833,"gmtCreate":1595949520622,"gmtModify":1704210408869,"author":{"id":"3468495615035227","authorId":"3468495615035227","name":"1214ba","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946427833","repostId":"946497083","repostType":1,"repost":{"id":946497083,"gmtCreate":1595942879742,"gmtModify":1704210344449,"author":{"id":"3480924163824733","authorId":"3480924163824733","name":"大哥千万别站山上","avatar":"https://static.tigerbbs.com/5bf6bd6c2ee4205cb570437b369734b6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"重看李想——错过了美团，还要错过理想吗？","htmlText":"如题，作为小米老红军，对同期上市的美团并没有太多关注，可能因为不在那个圈子吧，无甚了解，当然就没什么兴趣。但是回头看，必须要承认错过了美团，马后炮的说，王兴这样的人、美团这样的公司可以闭着眼睛投。 1.聊聊理想试驾体验 理想汽车要 IPO了，从可以申购到今天（7月28日），期间去试了个驾，看了些资料。试驾结束没啥特别的感觉，我尽量以一个普通用户的角度去看，就挺中庸的，没有特别吸引你的炫的地方（但是不常开电动车的应该会很惊喜），但是发动机（发电机）的噪音没有存在感让我很惊喜。有点像找女朋友，不妖不艳，是个过日子的人。再考虑下价格，32.8万，大部分家庭够一够都能够得着。好感多了很多！ 对车子有了好感，回来就开始研究这家公司和这个人。发现了一些东西，在我的认知里得到了确认，我觉得可以，所以申购了。事先声明，之前写过一篇喷理想的文章（技术流氓：不认同「理想」的技术路线），关于技术路线的问题我还是坚持那篇文章的观点，但是这次为什么开始站理想了，并且真金白银的投票了，且看下文。 2.先说风险。 （1）第一个风险主要是从D轮到IPO一个月，估值直接翻一倍，虽然IPO继续基石投资者了吧，但是王兴和美团这么玩，这资本运作能力是否有点太强？这个问题大家各有各的看法，我是心理打鼓的，不过鉴于今年电动车行业的大形势，跑步送钱似乎可以理解，大概率也会有人接盘。 （2）长期看是技术路线的风险，这个对短期的财务数据没什么影响，短期可以不关注，长期一定要关注。而且比较有意思的是，李想提了一个“自动驾驶就是理想汽车的命”，让我觉得有必要重新思考理想的技术路线的问题。（放在文章第4部分讨论） （3）只说短期风险吧，量化一下就是估值。我给理想的价格，是参考蔚来今年价格比较低的时候，大概在40亿美元。本来觉得80亿的估值挺高的，但是仔细一想，D轮估值40亿，IPO后账上现金就有30亿，车一交付就有毛利，整个","listText":"如题，作为小米老红军，对同期上市的美团并没有太多关注，可能因为不在那个圈子吧，无甚了解，当然就没什么兴趣。但是回头看，必须要承认错过了美团，马后炮的说，王兴这样的人、美团这样的公司可以闭着眼睛投。 1.聊聊理想试驾体验 理想汽车要 IPO了，从可以申购到今天（7月28日），期间去试了个驾，看了些资料。试驾结束没啥特别的感觉，我尽量以一个普通用户的角度去看，就挺中庸的，没有特别吸引你的炫的地方（但是不常开电动车的应该会很惊喜），但是发动机（发电机）的噪音没有存在感让我很惊喜。有点像找女朋友，不妖不艳，是个过日子的人。再考虑下价格，32.8万，大部分家庭够一够都能够得着。好感多了很多！ 对车子有了好感，回来就开始研究这家公司和这个人。发现了一些东西，在我的认知里得到了确认，我觉得可以，所以申购了。事先声明，之前写过一篇喷理想的文章（技术流氓：不认同「理想」的技术路线），关于技术路线的问题我还是坚持那篇文章的观点，但是这次为什么开始站理想了，并且真金白银的投票了，且看下文。 2.先说风险。 （1）第一个风险主要是从D轮到IPO一个月，估值直接翻一倍，虽然IPO继续基石投资者了吧，但是王兴和美团这么玩，这资本运作能力是否有点太强？这个问题大家各有各的看法，我是心理打鼓的，不过鉴于今年电动车行业的大形势，跑步送钱似乎可以理解，大概率也会有人接盘。 （2）长期看是技术路线的风险，这个对短期的财务数据没什么影响，短期可以不关注，长期一定要关注。而且比较有意思的是，李想提了一个“自动驾驶就是理想汽车的命”，让我觉得有必要重新思考理想的技术路线的问题。（放在文章第4部分讨论） （3）只说短期风险吧，量化一下就是估值。我给理想的价格，是参考蔚来今年价格比较低的时候，大概在40亿美元。本来觉得80亿的估值挺高的，但是仔细一想，D轮估值40亿，IPO后账上现金就有30亿，车一交付就有毛利，整个","text":"如题，作为小米老红军，对同期上市的美团并没有太多关注，可能因为不在那个圈子吧，无甚了解，当然就没什么兴趣。但是回头看，必须要承认错过了美团，马后炮的说，王兴这样的人、美团这样的公司可以闭着眼睛投。 1.聊聊理想试驾体验 理想汽车要 IPO了，从可以申购到今天（7月28日），期间去试了个驾，看了些资料。试驾结束没啥特别的感觉，我尽量以一个普通用户的角度去看，就挺中庸的，没有特别吸引你的炫的地方（但是不常开电动车的应该会很惊喜），但是发动机（发电机）的噪音没有存在感让我很惊喜。有点像找女朋友，不妖不艳，是个过日子的人。再考虑下价格，32.8万，大部分家庭够一够都能够得着。好感多了很多！ 对车子有了好感，回来就开始研究这家公司和这个人。发现了一些东西，在我的认知里得到了确认，我觉得可以，所以申购了。事先声明，之前写过一篇喷理想的文章（技术流氓：不认同「理想」的技术路线），关于技术路线的问题我还是坚持那篇文章的观点，但是这次为什么开始站理想了，并且真金白银的投票了，且看下文。 2.先说风险。 （1）第一个风险主要是从D轮到IPO一个月，估值直接翻一倍，虽然IPO继续基石投资者了吧，但是王兴和美团这么玩，这资本运作能力是否有点太强？这个问题大家各有各的看法，我是心理打鼓的，不过鉴于今年电动车行业的大形势，跑步送钱似乎可以理解，大概率也会有人接盘。 （2）长期看是技术路线的风险，这个对短期的财务数据没什么影响，短期可以不关注，长期一定要关注。而且比较有意思的是，李想提了一个“自动驾驶就是理想汽车的命”，让我觉得有必要重新思考理想的技术路线的问题。（放在文章第4部分讨论） （3）只说短期风险吧，量化一下就是估值。我给理想的价格，是参考蔚来今年价格比较低的时候，大概在40亿美元。本来觉得80亿的估值挺高的，但是仔细一想，D轮估值40亿，IPO后账上现金就有30亿，车一交付就有毛利，整个","images":[{"img":"https://static.tigerbbs.com/71b295b8751ec6dc586ddaa273270441","width":"4000","height":"3000"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946497083","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
