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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
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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，整个赛道","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，整个赛道","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！ 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