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叶旭飞
AI相关吧,2023年主题
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叶旭飞
12-20 13:44
$越疆(02432)$
倒霉的我,申购一手又中了。估计不会是下一个毛戈平,坐等亏损
叶旭飞
2022-04-08
$腾讯控股(00700)$
跟着腾讯一起回购吧。他每天回购3亿元,我每天加仓100股。一直到他停止回购为止
叶旭飞
2019-04-09
$如涵控股(RUHN)$他么的,手贱。打新老虎赚的钱都亏在这个**上了。如果坚持拿着老虎。。。里里外外亏掉了一万刀。郁闷
叶旭飞
2022-01-13
$维珍银河(SPCE)$
坚持持有了两年,60都没跑。求心里阴影面积?
叶旭飞
2019-06-26
$中烟香港(06055)$ 目标达成了。我要走了
叶旭飞
2019-04-04
$如涵控股(RUHN)$ 急赶急的卖了老虎申请这货,结果特么的给我玩这手,妈妈的,里里外外亏了不少。真实啤了
叶旭飞
2018-10-09
$腾讯控股(00700)$ 看了下腾讯美股价格,38.5美元,用现在的汇率算是265港币,所以。。。。
叶旭飞
2019-03-28
$老虎证券(TIGR)$ 还有没走的兄弟们吗?
叶旭飞
2019-06-24
$中烟香港(06055)$ 离翻倍越来越近了。坚定持有到100%
叶旭飞
2021-05-23
2021.05.23 复盘笔记 by 叶旭飞
2021-05-23 成本 现价 浮动收益 维珍银河(SPCE) 17.33 21.22 +22.45% 从去年的17块到23块,我卖了。后来11月2号跌倒17块,要不犹豫进入,一拿到60都没跑。然后就开启狂跌模式,直到跌破成本价,果断加仓,到现在都盈利22%。我的信仰是未来1000一股,你们信不信我不管,我至少要拿到1000%收益再操作。已经满仓进入,不排除未来跌破成本再加仓。一起加油坚持到1000块,哈哈哈哈
2021.05.23 复盘笔记 by 叶旭飞
叶旭飞
2020-09-01
$特斯拉(TSLA)$
这波韭菜会割的很漂亮。200见。
叶旭飞
2018-10-04
$华兴资本控股(01911)$ 昨天跑的是多么的正确
叶旭飞
2019-06-24
$中烟香港(06055)$ 我要拿到市值翻倍。
叶旭飞
2023-06-03
又出人命了
最近网暴又死人了,我估计刷到新闻的人都气炸了。 简版来龙去脉:有个小学生在学校被老师开车失手碾死,老师已经被警方控制,学校表示愿意协商赔偿。但孩子父母悲痛欲绝,在现场崩溃大哭,之后可能是要求学校公开道歉等诉求未达成一致,在学校门口拉横幅抗议。 犹豫视频在网上大量传播,网友很快就注意到孩子母亲年轻漂亮,衣着品味高,据说穿着香奈儿的鞋,抱歉这个细节我没注意到,但孩子妈妈确实看着气质出众,一眼看过去就是优越家境出的体面人。 然后部分评论就开始不对了,有指责她孩子死了为什么还有心情化妆,为什么还有心思穿的美美的,为什么要闹事,是不是想多讹一些钱。诸如此类的,有些是杂毛小号说的,有些是上百万粉丝的大v说的。 然后昨天孩子妈妈没想开,跳楼人没了。 …… 这种事在中文互联网上也算不上新鲜,隔几个月就会有一次,每次都是出了人命大家义愤填膺会集体清算几个之前曝光多的喷子,等再过个三五天热度凉了,这事就翻篇了,除了逝去的生命不再复返。 有些人可能会理解不了为什么被人网上骂几句就会自杀。这个主要有两方面原因,首先被网暴的当事人通常处于重大打击之后,本身就很脆弱的状态;其次就是普通人的情绪阈(yu4)值低,平时可能一年也就会被1-2个人批评,突然有了流量后,可能一下子被几十个喷子围攻,就会觉得全世界都在否定自己。 所以我们在遇到巨大流量事件时,应尽力保护普通人的隐私,包括之前宝马冰激淋事件的那两个女生,我觉得网暴也过了,应该脸上打码的,这要万一出事了,那些图一时口快的网民们又当如何自处? 网暴逼死人,我觉得在性质上类似于过失杀人,喷子们心里没有歹念,但客观上就是杀了人。 …… 那要怎么避免再次出现类似的悲剧呢? 有很多人比较消极的认为法不责众,又是鱼龙混杂的互联网,这事管不了。 屁咧,我国是世界上对互联网内容管控最严格的国家。普通人在互联网上给评论点个赞都要实名信息注册,真想缉凶追责有什么难的。现
又出人命了
叶旭飞
2021-06-11
$BOSS直聘(BZ)$
隔壁ft提示中签10股。我只申购了50,就给我10股,好担心今晚挨刀子。老虎还没公布结果
叶旭飞
2018-10-05
$华兴资本控股(01911)$ 完全看不懂这股,这两天都是尾盘拉升
叶旭飞
2018-07-16
$爱奇艺(IQ)$ 坚决做空。拼了
叶旭飞
2020-12-07
$维珍银河(SPCE)$
有人说它能涨到1000,不知道真假。财务自由就靠它了
叶旭飞
2020-11-03
社会没有支付宝还有微信支付呢,借呗花呗利息太高
阿里巴巴发言人︰会和蚂蚁一起,积极配合和拥抱监管
叶旭飞
2020-09-08
$陌陌(MOMO)$
我说陌陌会到10块以下,不知道多久实现
去老虎APP查看更多动态
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这个还是破发,就申购了一手,居然都能中。今年打新亏死了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378217265340776","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":5,"crmLevelSwitch":0,"idStr":"21347731130544","authorIdStr":"21347731130544"},"content":"这种票打的人少,中签率高","text":"这种票打的人少,中签率高","html":"这种票打的人少,中签率高"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372292100513872,"gmtCreate":1731900658360,"gmtModify":1731900660084,"author":{"id":"3472514206519867","authorId":"3472514206519867","name":"叶旭飞","avatar":"https://static.tigerbbs.com/17f8d92228f9217f09486acc62706c28","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472514206519867","authorIdStr":"3472514206519867"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 没看见腾讯回购的新闻啊,这次发完财报不回购了吗?","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 没看见腾讯回购的新闻啊,这次发完财报不回购了吗?","text":"$腾讯控股(00700)$ 没看见腾讯回购的新闻啊,这次发完财报不回购了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372292100513872","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492552337823753","authorId":"3492552337823753","name":"柳琰彬","avatar":"https://static.tigerbbs.com/1cb7eb28e9da3013fcdefdd35e257e35","crmLevel":8,"crmLevelSwitch":0,"idStr":"3492552337823753","authorIdStr":"3492552337823753"},"content":"15号回购7亿,往前翻翻","text":"15号回购7亿,往前翻翻","html":"15号回购7亿,往前翻翻"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357477188362384,"gmtCreate":1728284313572,"gmtModify":1728284315125,"author":{"id":"3472514206519867","authorId":"3472514206519867","name":"叶旭飞","avatar":"https://static.tigerbbs.com/17f8d92228f9217f09486acc62706c28","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472514206519867","authorIdStr":"3472514206519867"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02576\">$太美医疗科技(02576)$ </a> 这个新股大概率要破发了。我中的太多了,不正常。不好的是,我的账户在暗盘还不能交易。悲催啊,哭晕在厕所","listText":"<a href=\"https://laohu8.com/S/02576\">$太美医疗科技(02576)$ </a> 这个新股大概率要破发了。我中的太多了,不正常。不好的是,我的账户在暗盘还不能交易。悲催啊,哭晕在厕所","text":"$太美医疗科技(02576)$ 这个新股大概率要破发了。我中的太多了,不正常。不好的是,我的账户在暗盘还不能交易。悲催啊,哭晕在厕所","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/357477188362384","isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3451713172734087","authorId":"3451713172734087","name":"shazibo","avatar":"https://static.tigerbbs.com/34ed1efe856761cd4d086e47f45c50dc","crmLevel":2,"crmLevelSwitch":0,"idStr":"3451713172734087","authorIdStr":"3451713172734087"},"content":"明天港股走的这么强不怕的吧","text":"明天港股走的这么强不怕的吧","html":"明天港股走的这么强不怕的吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276954603778336,"gmtCreate":1708645022605,"gmtModify":1708645023549,"author":{"id":"3472514206519867","authorId":"3472514206519867","name":"叶旭飞","avatar":"https://static.tigerbbs.com/17f8d92228f9217f09486acc62706c28","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472514206519867","authorIdStr":"3472514206519867"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 腾讯何时能发分红策略哦,到现在还没一点消息","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 腾讯何时能发分红策略哦,到现在还没一点消息","text":"$腾讯控股(00700)$ 腾讯何时能发分红策略哦,到现在还没一点消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276954603778336","isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259724827967512,"gmtCreate":1704419525395,"gmtModify":1704419526666,"author":{"id":"3472514206519867","authorId":"3472514206519867","name":"叶旭飞","avatar":"https://static.tigerbbs.com/17f8d92228f9217f09486acc62706c28","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472514206519867","authorIdStr":"3472514206519867"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 腾讯还没说2023年分红发什么呢?不会是多多的股票吧","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 腾讯还没说2023年分红发什么呢?不会是多多的股票吧","text":"$腾讯控股(00700)$ 腾讯还没说2023年分红发什么呢?不会是多多的股票吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259724827967512","isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184763703341224,"gmtCreate":1686147547397,"gmtModify":1686148875919,"author":{"id":"3472514206519867","authorId":"3472514206519867","name":"叶旭飞","avatar":"https://static.tigerbbs.com/17f8d92228f9217f09486acc62706c28","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472514206519867","authorIdStr":"3472514206519867"},"themes":[],"title":"励志的负能量","htmlText":"创业板太惨了,今天再跌1.6%,离近两年的最低点不足0.4%的距离。 首要元凶是跌了5.46%的第一权重股宁德时代,摩根士丹利今日表示锂电池行业产能依然过剩,一些二线电池厂商将会在下半年发动价格战以换取市场,因此下调宁德时代的评级至低配,下调目标价至180元。 摩根士丹利这个分析师也是宁德股东的“老朋友”了,两年前那波股价牛市也是一路看平、看空,但当时a股的势在新能源这边,宁德时代涨起来根本停不住。现如今三十年河东河西,新能源已经沦为ai概念的血包,唱空一唱一个准。 180的目标价还不算很离谱,但关键是宁德时代在200附近有很强的连环支撑,假如往下一个台阶真跌到了180,不是多跌10%的问题,而是很可能引发技术性的主跌浪。 图片 今天另一个暴跌的倒霉蛋是长春高新,原因是浙江第四批集采确认纳入重组人生长激素,对此长春高新回应对业绩的影响是中性偏好,能实现以价换量的目标。 去看了一下龙虎榜,出货的都是机构专用席位,让我不解的是生长素集采这事从开始传闻(2021年上半年)到现在落地,已经有整整两年的时间,假如这些机构认为这事算利空,为什么要一直耗到现在。一个利空传了四五轮,还能有股价闪崩的效果,这些机构我说句难听的,它们连吃屎都吃不上热乎的。 图片 其实长春高新和宁德时代都算不上近期最惨的白马股,近期真正放大血的是中国中免和隆基绿能。 中国中免是离谱的周线11连阴,从1月底回落以来,真正意义上的跌了半年,股价腰斩了连个响都没有。之前我算了100元的关注线,其实心里没太当真,因为我觉得不太可能跌的到,没想现在已经就差一个半跌停的距离。这货是真的跌出价值跌出机会,我现在有认真考虑中国中免,不一定非要到100。 隆基这边是月线5连阴,2023年也跌了35%,主要原因是光伏板块进入产能过剩周期,但即便如此隆基绿能的表现远远弱于阳光电源和通威股份,有大量的机构在减持抛出。这个股后台问的人也","listText":"创业板太惨了,今天再跌1.6%,离近两年的最低点不足0.4%的距离。 首要元凶是跌了5.46%的第一权重股宁德时代,摩根士丹利今日表示锂电池行业产能依然过剩,一些二线电池厂商将会在下半年发动价格战以换取市场,因此下调宁德时代的评级至低配,下调目标价至180元。 摩根士丹利这个分析师也是宁德股东的“老朋友”了,两年前那波股价牛市也是一路看平、看空,但当时a股的势在新能源这边,宁德时代涨起来根本停不住。现如今三十年河东河西,新能源已经沦为ai概念的血包,唱空一唱一个准。 180的目标价还不算很离谱,但关键是宁德时代在200附近有很强的连环支撑,假如往下一个台阶真跌到了180,不是多跌10%的问题,而是很可能引发技术性的主跌浪。 图片 今天另一个暴跌的倒霉蛋是长春高新,原因是浙江第四批集采确认纳入重组人生长激素,对此长春高新回应对业绩的影响是中性偏好,能实现以价换量的目标。 去看了一下龙虎榜,出货的都是机构专用席位,让我不解的是生长素集采这事从开始传闻(2021年上半年)到现在落地,已经有整整两年的时间,假如这些机构认为这事算利空,为什么要一直耗到现在。一个利空传了四五轮,还能有股价闪崩的效果,这些机构我说句难听的,它们连吃屎都吃不上热乎的。 图片 其实长春高新和宁德时代都算不上近期最惨的白马股,近期真正放大血的是中国中免和隆基绿能。 中国中免是离谱的周线11连阴,从1月底回落以来,真正意义上的跌了半年,股价腰斩了连个响都没有。之前我算了100元的关注线,其实心里没太当真,因为我觉得不太可能跌的到,没想现在已经就差一个半跌停的距离。这货是真的跌出价值跌出机会,我现在有认真考虑中国中免,不一定非要到100。 隆基这边是月线5连阴,2023年也跌了35%,主要原因是光伏板块进入产能过剩周期,但即便如此隆基绿能的表现远远弱于阳光电源和通威股份,有大量的机构在减持抛出。这个股后台问的人也","text":"创业板太惨了,今天再跌1.6%,离近两年的最低点不足0.4%的距离。 首要元凶是跌了5.46%的第一权重股宁德时代,摩根士丹利今日表示锂电池行业产能依然过剩,一些二线电池厂商将会在下半年发动价格战以换取市场,因此下调宁德时代的评级至低配,下调目标价至180元。 摩根士丹利这个分析师也是宁德股东的“老朋友”了,两年前那波股价牛市也是一路看平、看空,但当时a股的势在新能源这边,宁德时代涨起来根本停不住。现如今三十年河东河西,新能源已经沦为ai概念的血包,唱空一唱一个准。 180的目标价还不算很离谱,但关键是宁德时代在200附近有很强的连环支撑,假如往下一个台阶真跌到了180,不是多跌10%的问题,而是很可能引发技术性的主跌浪。 图片 今天另一个暴跌的倒霉蛋是长春高新,原因是浙江第四批集采确认纳入重组人生长激素,对此长春高新回应对业绩的影响是中性偏好,能实现以价换量的目标。 去看了一下龙虎榜,出货的都是机构专用席位,让我不解的是生长素集采这事从开始传闻(2021年上半年)到现在落地,已经有整整两年的时间,假如这些机构认为这事算利空,为什么要一直耗到现在。一个利空传了四五轮,还能有股价闪崩的效果,这些机构我说句难听的,它们连吃屎都吃不上热乎的。 图片 其实长春高新和宁德时代都算不上近期最惨的白马股,近期真正放大血的是中国中免和隆基绿能。 中国中免是离谱的周线11连阴,从1月底回落以来,真正意义上的跌了半年,股价腰斩了连个响都没有。之前我算了100元的关注线,其实心里没太当真,因为我觉得不太可能跌的到,没想现在已经就差一个半跌停的距离。这货是真的跌出价值跌出机会,我现在有认真考虑中国中免,不一定非要到100。 隆基这边是月线5连阴,2023年也跌了35%,主要原因是光伏板块进入产能过剩周期,但即便如此隆基绿能的表现远远弱于阳光电源和通威股份,有大量的机构在减持抛出。这个股后台问的人也","images":[{"img":"https://static.tigerbbs.com/65cb886c609b3fadd64db2d318157e81","width":"1080","height":"427"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/184763703341224","isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010311","authorId":"10000000000010311","name":"瓦特蒸汽机","avatar":"https://static.tigerbbs.com/77e6f1bc4ba00f7dfeedf85c10b3e7cd","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010311","authorIdStr":"10000000000010311"},"content":"希望宁德时代能够在价格战中胜出,给投资者带来好消息。","text":"希望宁德时代能够在价格战中胜出,给投资者带来好消息。","html":"希望宁德时代能够在价格战中胜出,给投资者带来好消息。"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":184119548522672,"gmtCreate":1685974678348,"gmtModify":1685974974248,"author":{"id":"3472514206519867","authorId":"3472514206519867","name":"叶旭飞","avatar":"https://static.tigerbbs.com/17f8d92228f9217f09486acc62706c28","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472514206519867","authorIdStr":"3472514206519867"},"themes":[],"title":"又崩了一家大的(舍得酒业)","htmlText":"今天最引人关注的是舍得酒业的崩盘,开盘后就一路下窜,几乎没怎么抵抗,大概在上午10点半过后就封在了跌停线上。 受它的影响今天白酒板块整体表现都糟糕,高中低档的都陪着跌,以至于消费板块也受到了拖累。 至于跌停的原因,和之前山西汾酒那次闪崩类似,都是渠道销售不力,经销商压力大,回款慢。我听到的消息是舍得酒业今天开会,主动降低了经营目标,给经销商和库存减压。 既然我能打听到,别的机构自然也能打听到,再加上今年消费板块一直都比较弱势,人心惶惶之下就开始踩踏了。 图片 从龙虎榜来看,出货的都是机构专用席位,前4家加一块卖了6.4亿,而买方只有一家机构,买入也只有5000万,这么不对称的进出差必然导致行情一面倒,舍得酒业目前的趋势也不好,想抄底想补仓的都慎重。 应该说舍得酒业的情况不是白酒行业的个例,就半个月前山西汾酒也出过一摸一样的状况,也是销售不力渠道承压,好在那一次崩下来有人把筹码捡了回去,冲击性没有这次大。 近年来白酒行业一直处于萎缩的趋势,先是低端白酒,现在已经蔓延到中端白酒,暂时还没波及行业头部。今天出事后我去打听了一下,茅台、五粮液、老窖、洋河的销售情况都还算正常,上市公司的白酒里就水井坊的比较吃紧,需要稍微注意下。 …… 1、财政部表示中央对地方转移支付预算正按规定抓紧下达,整体来看我国财政状况健康、安全。中国政府法定债务余额与国内生产总值之比控制在50%左右,低于国际通行的60%警戒线。同时还指出目前地方债存在分布不均匀的问题,部分地区债务较高,但会坚守不发生系统性风险的底线。 之前地方债问题此起彼伏,官方这是出来回应给定心丸了。我经常看的某b站时政节目最近又停更了,原因没讲,但数了数近期的节目少了3期,和油管上的一比对,全部都和地方债选题有关。所以这个现在是高敏话题,只有官媒央媒可以说。我们家财务配置调低了城投债信托的投资比例,之前觉得年化6.5%比买公募债要强的多","listText":"今天最引人关注的是舍得酒业的崩盘,开盘后就一路下窜,几乎没怎么抵抗,大概在上午10点半过后就封在了跌停线上。 受它的影响今天白酒板块整体表现都糟糕,高中低档的都陪着跌,以至于消费板块也受到了拖累。 至于跌停的原因,和之前山西汾酒那次闪崩类似,都是渠道销售不力,经销商压力大,回款慢。我听到的消息是舍得酒业今天开会,主动降低了经营目标,给经销商和库存减压。 既然我能打听到,别的机构自然也能打听到,再加上今年消费板块一直都比较弱势,人心惶惶之下就开始踩踏了。 图片 从龙虎榜来看,出货的都是机构专用席位,前4家加一块卖了6.4亿,而买方只有一家机构,买入也只有5000万,这么不对称的进出差必然导致行情一面倒,舍得酒业目前的趋势也不好,想抄底想补仓的都慎重。 应该说舍得酒业的情况不是白酒行业的个例,就半个月前山西汾酒也出过一摸一样的状况,也是销售不力渠道承压,好在那一次崩下来有人把筹码捡了回去,冲击性没有这次大。 近年来白酒行业一直处于萎缩的趋势,先是低端白酒,现在已经蔓延到中端白酒,暂时还没波及行业头部。今天出事后我去打听了一下,茅台、五粮液、老窖、洋河的销售情况都还算正常,上市公司的白酒里就水井坊的比较吃紧,需要稍微注意下。 …… 1、财政部表示中央对地方转移支付预算正按规定抓紧下达,整体来看我国财政状况健康、安全。中国政府法定债务余额与国内生产总值之比控制在50%左右,低于国际通行的60%警戒线。同时还指出目前地方债存在分布不均匀的问题,部分地区债务较高,但会坚守不发生系统性风险的底线。 之前地方债问题此起彼伏,官方这是出来回应给定心丸了。我经常看的某b站时政节目最近又停更了,原因没讲,但数了数近期的节目少了3期,和油管上的一比对,全部都和地方债选题有关。所以这个现在是高敏话题,只有官媒央媒可以说。我们家财务配置调低了城投债信托的投资比例,之前觉得年化6.5%比买公募债要强的多","text":"今天最引人关注的是舍得酒业的崩盘,开盘后就一路下窜,几乎没怎么抵抗,大概在上午10点半过后就封在了跌停线上。 受它的影响今天白酒板块整体表现都糟糕,高中低档的都陪着跌,以至于消费板块也受到了拖累。 至于跌停的原因,和之前山西汾酒那次闪崩类似,都是渠道销售不力,经销商压力大,回款慢。我听到的消息是舍得酒业今天开会,主动降低了经营目标,给经销商和库存减压。 既然我能打听到,别的机构自然也能打听到,再加上今年消费板块一直都比较弱势,人心惶惶之下就开始踩踏了。 图片 从龙虎榜来看,出货的都是机构专用席位,前4家加一块卖了6.4亿,而买方只有一家机构,买入也只有5000万,这么不对称的进出差必然导致行情一面倒,舍得酒业目前的趋势也不好,想抄底想补仓的都慎重。 应该说舍得酒业的情况不是白酒行业的个例,就半个月前山西汾酒也出过一摸一样的状况,也是销售不力渠道承压,好在那一次崩下来有人把筹码捡了回去,冲击性没有这次大。 近年来白酒行业一直处于萎缩的趋势,先是低端白酒,现在已经蔓延到中端白酒,暂时还没波及行业头部。今天出事后我去打听了一下,茅台、五粮液、老窖、洋河的销售情况都还算正常,上市公司的白酒里就水井坊的比较吃紧,需要稍微注意下。 …… 1、财政部表示中央对地方转移支付预算正按规定抓紧下达,整体来看我国财政状况健康、安全。中国政府法定债务余额与国内生产总值之比控制在50%左右,低于国际通行的60%警戒线。同时还指出目前地方债存在分布不均匀的问题,部分地区债务较高,但会坚守不发生系统性风险的底线。 之前地方债问题此起彼伏,官方这是出来回应给定心丸了。我经常看的某b站时政节目最近又停更了,原因没讲,但数了数近期的节目少了3期,和油管上的一比对,全部都和地方债选题有关。所以这个现在是高敏话题,只有官媒央媒可以说。我们家财务配置调低了城投债信托的投资比例,之前觉得年化6.5%比买公募债要强的多","images":[{"img":"https://static.tigerbbs.com/aae0792706bd2039f7a2b9c540dd8503","width":"1032","height":"488"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/184119548522672","isVote":1,"tweetType":1,"viewCount":2587,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010311","authorId":"10000000000010311","name":"瓦特蒸汽机","avatar":"https://static.tigerbbs.com/77e6f1bc4ba00f7dfeedf85c10b3e7cd","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010311","authorIdStr":"10000000000010311"},"content":"舍得酒业的崩盘确实让人吃惊,但我觉得这个情况有点意思,我会关注一下后续的走势","text":"舍得酒业的崩盘确实让人吃惊,但我觉得这个情况有点意思,我会关注一下后续的走势","html":"舍得酒业的崩盘确实让人吃惊,但我觉得这个情况有点意思,我会关注一下后续的走势"}],"imageCount":7,"langContent":"CN","totalScore":0},{"id":183780312027288,"gmtCreate":1685887900051,"gmtModify":1685888022636,"author":{"id":"3472514206519867","authorId":"3472514206519867","name":"叶旭飞","avatar":"https://static.tigerbbs.com/17f8d92228f9217f09486acc62706c28","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472514206519867","authorIdStr":"3472514206519867"},"themes":[],"title":"老黄要来了","htmlText":"继马斯克之后,老黄也要来中国了,就这个月。 黄仁勋,祖籍是浙江青田,1963年台湾出生,7岁左右随父母移民美国,因此他会讲中文,口音还挺标准的,但是词汇量很窄,稍微复杂一点的就需要英文替代。 1993年而立之年创立了英伟达,虽然经过多轮稀释后持股比例只有3.5%,但却牢牢的掌控着这家市值上万亿美元的科技巨头。 很多女性读者对英伟达公司可能不太熟悉,但男的,尤其是爱玩游戏的,对英伟达和老黄实在太熟了。我大学买第一台电脑为了打cs的时候fps锁住99,就入了一块gf fx5200显卡,之后还买过9800pro,以及现在正在用的1080gt,几十年来一直是英伟达的韭菜。 除了游戏圈,币圈挖矿的显卡也是首推英伟达的矿卡。我有一朋友2018年那会自己搞了400万的n卡,租了个小仓库挖,恰逢一波牛市,一年半就回本了。去年以太升级pos之前全部抛光,前后赚了1600多万,一直跟我说老黄算是他素未谋面的再生父母。 再然后就是这波ai浪潮,他和马斯克一起都是最早支持openai团队的企业家,2016年那会英伟达出厂的第一台超算机器就捐给了openai,这玩意不便宜,我查了一下要250万人民币一台。 图片 我以前解释过gpu和cpu的差别。cpu是全能型芯片,电脑里面所有活它都能干。gpu是专业型芯片,专门运算图形处理。 在这轮ai的风潮里,对算力的需求主要是gpu而非cpu,所以擅长做显卡的英伟达股价涨了200%,而英特尔的股价还在粪坑里挣扎。应该说老黄运气不错,游戏、币、ai,这20年的风口全都踩上了,曾经英伟达的市值还不如小米,现在两边已是20倍以上的差距。 对英伟达来说未来最大的经营风险就是中美关系,中国是最重要的大客户,因此老黄是坚定的亲中派企业家。这次来中国坊间传闻说他要来大陆开厂,也有说来建算力中心,目前英伟达方面啥也没说,倒是a股已经炒嗨了。 妖股鸿博股份之前5连板的","listText":"继马斯克之后,老黄也要来中国了,就这个月。 黄仁勋,祖籍是浙江青田,1963年台湾出生,7岁左右随父母移民美国,因此他会讲中文,口音还挺标准的,但是词汇量很窄,稍微复杂一点的就需要英文替代。 1993年而立之年创立了英伟达,虽然经过多轮稀释后持股比例只有3.5%,但却牢牢的掌控着这家市值上万亿美元的科技巨头。 很多女性读者对英伟达公司可能不太熟悉,但男的,尤其是爱玩游戏的,对英伟达和老黄实在太熟了。我大学买第一台电脑为了打cs的时候fps锁住99,就入了一块gf fx5200显卡,之后还买过9800pro,以及现在正在用的1080gt,几十年来一直是英伟达的韭菜。 除了游戏圈,币圈挖矿的显卡也是首推英伟达的矿卡。我有一朋友2018年那会自己搞了400万的n卡,租了个小仓库挖,恰逢一波牛市,一年半就回本了。去年以太升级pos之前全部抛光,前后赚了1600多万,一直跟我说老黄算是他素未谋面的再生父母。 再然后就是这波ai浪潮,他和马斯克一起都是最早支持openai团队的企业家,2016年那会英伟达出厂的第一台超算机器就捐给了openai,这玩意不便宜,我查了一下要250万人民币一台。 图片 我以前解释过gpu和cpu的差别。cpu是全能型芯片,电脑里面所有活它都能干。gpu是专业型芯片,专门运算图形处理。 在这轮ai的风潮里,对算力的需求主要是gpu而非cpu,所以擅长做显卡的英伟达股价涨了200%,而英特尔的股价还在粪坑里挣扎。应该说老黄运气不错,游戏、币、ai,这20年的风口全都踩上了,曾经英伟达的市值还不如小米,现在两边已是20倍以上的差距。 对英伟达来说未来最大的经营风险就是中美关系,中国是最重要的大客户,因此老黄是坚定的亲中派企业家。这次来中国坊间传闻说他要来大陆开厂,也有说来建算力中心,目前英伟达方面啥也没说,倒是a股已经炒嗨了。 妖股鸿博股份之前5连板的","text":"继马斯克之后,老黄也要来中国了,就这个月。 黄仁勋,祖籍是浙江青田,1963年台湾出生,7岁左右随父母移民美国,因此他会讲中文,口音还挺标准的,但是词汇量很窄,稍微复杂一点的就需要英文替代。 1993年而立之年创立了英伟达,虽然经过多轮稀释后持股比例只有3.5%,但却牢牢的掌控着这家市值上万亿美元的科技巨头。 很多女性读者对英伟达公司可能不太熟悉,但男的,尤其是爱玩游戏的,对英伟达和老黄实在太熟了。我大学买第一台电脑为了打cs的时候fps锁住99,就入了一块gf fx5200显卡,之后还买过9800pro,以及现在正在用的1080gt,几十年来一直是英伟达的韭菜。 除了游戏圈,币圈挖矿的显卡也是首推英伟达的矿卡。我有一朋友2018年那会自己搞了400万的n卡,租了个小仓库挖,恰逢一波牛市,一年半就回本了。去年以太升级pos之前全部抛光,前后赚了1600多万,一直跟我说老黄算是他素未谋面的再生父母。 再然后就是这波ai浪潮,他和马斯克一起都是最早支持openai团队的企业家,2016年那会英伟达出厂的第一台超算机器就捐给了openai,这玩意不便宜,我查了一下要250万人民币一台。 图片 我以前解释过gpu和cpu的差别。cpu是全能型芯片,电脑里面所有活它都能干。gpu是专业型芯片,专门运算图形处理。 在这轮ai的风潮里,对算力的需求主要是gpu而非cpu,所以擅长做显卡的英伟达股价涨了200%,而英特尔的股价还在粪坑里挣扎。应该说老黄运气不错,游戏、币、ai,这20年的风口全都踩上了,曾经英伟达的市值还不如小米,现在两边已是20倍以上的差距。 对英伟达来说未来最大的经营风险就是中美关系,中国是最重要的大客户,因此老黄是坚定的亲中派企业家。这次来中国坊间传闻说他要来大陆开厂,也有说来建算力中心,目前英伟达方面啥也没说,倒是a股已经炒嗨了。 妖股鸿博股份之前5连板的","images":[{"img":"https://static.tigerbbs.com/5de708b3cecc67a01ccf9c4a6b762ea4","width":"1080","height":"798"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/183780312027288","isVote":1,"tweetType":1,"viewCount":14680,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010313","authorId":"10000000000010313","name":"艾迪尔00","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010313","authorIdStr":"10000000000010313"},"content":"这篇文章真的了解到了很多网上没有的信息","text":"这篇文章真的了解到了很多网上没有的信息","html":"这篇文章真的了解到了很多网上没有的信息"}],"imageCount":5,"langContent":"CN","totalScore":0},{"id":183433282809888,"gmtCreate":1685803098022,"gmtModify":1685803870502,"author":{"id":"3472514206519867","authorId":"3472514206519867","name":"叶旭飞","avatar":"https://static.tigerbbs.com/17f8d92228f9217f09486acc62706c28","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472514206519867","authorIdStr":"3472514206519867"},"themes":[],"title":"又出人命了","htmlText":"最近网暴又死人了,我估计刷到新闻的人都气炸了。 简版来龙去脉:有个小学生在学校被老师开车失手碾死,老师已经被警方控制,学校表示愿意协商赔偿。但孩子父母悲痛欲绝,在现场崩溃大哭,之后可能是要求学校公开道歉等诉求未达成一致,在学校门口拉横幅抗议。 犹豫视频在网上大量传播,网友很快就注意到孩子母亲年轻漂亮,衣着品味高,据说穿着香奈儿的鞋,抱歉这个细节我没注意到,但孩子妈妈确实看着气质出众,一眼看过去就是优越家境出的体面人。 然后部分评论就开始不对了,有指责她孩子死了为什么还有心情化妆,为什么还有心思穿的美美的,为什么要闹事,是不是想多讹一些钱。诸如此类的,有些是杂毛小号说的,有些是上百万粉丝的大v说的。 然后昨天孩子妈妈没想开,跳楼人没了。 …… 这种事在中文互联网上也算不上新鲜,隔几个月就会有一次,每次都是出了人命大家义愤填膺会集体清算几个之前曝光多的喷子,等再过个三五天热度凉了,这事就翻篇了,除了逝去的生命不再复返。 有些人可能会理解不了为什么被人网上骂几句就会自杀。这个主要有两方面原因,首先被网暴的当事人通常处于重大打击之后,本身就很脆弱的状态;其次就是普通人的情绪阈(yu4)值低,平时可能一年也就会被1-2个人批评,突然有了流量后,可能一下子被几十个喷子围攻,就会觉得全世界都在否定自己。 所以我们在遇到巨大流量事件时,应尽力保护普通人的隐私,包括之前宝马冰激淋事件的那两个女生,我觉得网暴也过了,应该脸上打码的,这要万一出事了,那些图一时口快的网民们又当如何自处? 网暴逼死人,我觉得在性质上类似于过失杀人,喷子们心里没有歹念,但客观上就是杀了人。 …… 那要怎么避免再次出现类似的悲剧呢? 有很多人比较消极的认为法不责众,又是鱼龙混杂的互联网,这事管不了。 屁咧,我国是世界上对互联网内容管控最严格的国家。普通人在互联网上给评论点个赞都要实名信息注册,真想缉凶追责有什么难的。现","listText":"最近网暴又死人了,我估计刷到新闻的人都气炸了。 简版来龙去脉:有个小学生在学校被老师开车失手碾死,老师已经被警方控制,学校表示愿意协商赔偿。但孩子父母悲痛欲绝,在现场崩溃大哭,之后可能是要求学校公开道歉等诉求未达成一致,在学校门口拉横幅抗议。 犹豫视频在网上大量传播,网友很快就注意到孩子母亲年轻漂亮,衣着品味高,据说穿着香奈儿的鞋,抱歉这个细节我没注意到,但孩子妈妈确实看着气质出众,一眼看过去就是优越家境出的体面人。 然后部分评论就开始不对了,有指责她孩子死了为什么还有心情化妆,为什么还有心思穿的美美的,为什么要闹事,是不是想多讹一些钱。诸如此类的,有些是杂毛小号说的,有些是上百万粉丝的大v说的。 然后昨天孩子妈妈没想开,跳楼人没了。 …… 这种事在中文互联网上也算不上新鲜,隔几个月就会有一次,每次都是出了人命大家义愤填膺会集体清算几个之前曝光多的喷子,等再过个三五天热度凉了,这事就翻篇了,除了逝去的生命不再复返。 有些人可能会理解不了为什么被人网上骂几句就会自杀。这个主要有两方面原因,首先被网暴的当事人通常处于重大打击之后,本身就很脆弱的状态;其次就是普通人的情绪阈(yu4)值低,平时可能一年也就会被1-2个人批评,突然有了流量后,可能一下子被几十个喷子围攻,就会觉得全世界都在否定自己。 所以我们在遇到巨大流量事件时,应尽力保护普通人的隐私,包括之前宝马冰激淋事件的那两个女生,我觉得网暴也过了,应该脸上打码的,这要万一出事了,那些图一时口快的网民们又当如何自处? 网暴逼死人,我觉得在性质上类似于过失杀人,喷子们心里没有歹念,但客观上就是杀了人。 …… 那要怎么避免再次出现类似的悲剧呢? 有很多人比较消极的认为法不责众,又是鱼龙混杂的互联网,这事管不了。 屁咧,我国是世界上对互联网内容管控最严格的国家。普通人在互联网上给评论点个赞都要实名信息注册,真想缉凶追责有什么难的。现","text":"最近网暴又死人了,我估计刷到新闻的人都气炸了。 简版来龙去脉:有个小学生在学校被老师开车失手碾死,老师已经被警方控制,学校表示愿意协商赔偿。但孩子父母悲痛欲绝,在现场崩溃大哭,之后可能是要求学校公开道歉等诉求未达成一致,在学校门口拉横幅抗议。 犹豫视频在网上大量传播,网友很快就注意到孩子母亲年轻漂亮,衣着品味高,据说穿着香奈儿的鞋,抱歉这个细节我没注意到,但孩子妈妈确实看着气质出众,一眼看过去就是优越家境出的体面人。 然后部分评论就开始不对了,有指责她孩子死了为什么还有心情化妆,为什么还有心思穿的美美的,为什么要闹事,是不是想多讹一些钱。诸如此类的,有些是杂毛小号说的,有些是上百万粉丝的大v说的。 然后昨天孩子妈妈没想开,跳楼人没了。 …… 这种事在中文互联网上也算不上新鲜,隔几个月就会有一次,每次都是出了人命大家义愤填膺会集体清算几个之前曝光多的喷子,等再过个三五天热度凉了,这事就翻篇了,除了逝去的生命不再复返。 有些人可能会理解不了为什么被人网上骂几句就会自杀。这个主要有两方面原因,首先被网暴的当事人通常处于重大打击之后,本身就很脆弱的状态;其次就是普通人的情绪阈(yu4)值低,平时可能一年也就会被1-2个人批评,突然有了流量后,可能一下子被几十个喷子围攻,就会觉得全世界都在否定自己。 所以我们在遇到巨大流量事件时,应尽力保护普通人的隐私,包括之前宝马冰激淋事件的那两个女生,我觉得网暴也过了,应该脸上打码的,这要万一出事了,那些图一时口快的网民们又当如何自处? 网暴逼死人,我觉得在性质上类似于过失杀人,喷子们心里没有歹念,但客观上就是杀了人。 …… 那要怎么避免再次出现类似的悲剧呢? 有很多人比较消极的认为法不责众,又是鱼龙混杂的互联网,这事管不了。 屁咧,我国是世界上对互联网内容管控最严格的国家。普通人在互联网上给评论点个赞都要实名信息注册,真想缉凶追责有什么难的。现","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/183433282809888","isVote":1,"tweetType":1,"viewCount":2256,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010310","authorId":"10000000000010310","name":"黑天鹅本人","avatar":"https://static.tigerbbs.com/566d1b7159811709d3390ba1abb197c5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010310","authorIdStr":"10000000000010310"},"content":"股市也像这样,一时热度过后就会翻篇,但是我们不能忽视风险","text":"股市也像这样,一时热度过后就会翻篇,但是我们不能忽视风险","html":"股市也像这样,一时热度过后就会翻篇,但是我们不能忽视风险"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182694183608560,"gmtCreate":1685633088692,"gmtModify":1685633276363,"author":{"id":"3472514206519867","authorId":"3472514206519867","name":"叶旭飞","avatar":"https://static.tigerbbs.com/17f8d92228f9217f09486acc62706c28","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472514206519867","authorIdStr":"3472514206519867"},"themes":[],"title":"割肉的决心","htmlText":"以下内容转载自微信公众号:招财小牛猫 Moomoocat 猫笔刀 这几天到处都能刷到马斯克中国行的消息,文字、图片、视频,全覆盖。不是软广宣传,因为全世界都知道,特斯拉这么多年从没在广告上花过钱。(据说后面会考虑投一点试试) 老马这人确实没什么架子,晚上7点北京出发,飞到上海9点多,就马不停蹄的跑到上海工厂和员工聚会。没有主席台,也没有红毯,世界首富就站在人群中拿着个话筒即兴演讲,说到感恩的地方还给员工比了心。 视频里老马提到上海特斯拉是生产效率最高的工厂,生产出来的也是质量最好的汽车。这话他在全球股东大会上也说过,这次顾及现场员工情绪,只说了上半句褒奖,当时后半句还有3个最——屁事最少,建厂最快,生产成本最低。 我当时听了以后觉得又自豪又有点心酸,我们中国人说好听点是能吃苦够勤劳,说难听点就是最内卷。无论做什么都是全球最便宜,可就是这帮最便宜的员工,在视频上看起来精神状态都很好,你们猜这是为什么。 因为特斯拉的待遇在国内同行里已经是最好的那一档,我打听了一下,一线打螺丝的体力工人年薪11-12万,有五险一金+商业险,有加班费,有倒班补贴,有法定年假,有员工体检。 我没去打听国内其它工人的收入,但大概率是不如这个待遇的。所以中国制造高性价比制胜的背后,离不开中国底层劳动者的坚忍和付出。这在特殊奋斗时期可以理解,但希望不要成为常态,卷完我们这一代就不要再卷下一代了。 …… 今天财新公布了5月份的pmi数据,竟然出人意料的有50.9,比前几天官方公布的48.8要好的多。pmi这个数据是以50为荣枯线,所以别看两个数只差2.1,但50.9说明处于上升趋势,而48.8则是下降趋势。 之所以两个数据有偏差,多半是统计对象有差异,官方pmi有大型企业,而财新的数据则是400家抽样的中小企业。所以一个比较合理的推测是中小企业在5月份的情况比大企业要好一些。 至于网上一部分人怀疑数据的客观","listText":"以下内容转载自微信公众号:招财小牛猫 Moomoocat 猫笔刀 这几天到处都能刷到马斯克中国行的消息,文字、图片、视频,全覆盖。不是软广宣传,因为全世界都知道,特斯拉这么多年从没在广告上花过钱。(据说后面会考虑投一点试试) 老马这人确实没什么架子,晚上7点北京出发,飞到上海9点多,就马不停蹄的跑到上海工厂和员工聚会。没有主席台,也没有红毯,世界首富就站在人群中拿着个话筒即兴演讲,说到感恩的地方还给员工比了心。 视频里老马提到上海特斯拉是生产效率最高的工厂,生产出来的也是质量最好的汽车。这话他在全球股东大会上也说过,这次顾及现场员工情绪,只说了上半句褒奖,当时后半句还有3个最——屁事最少,建厂最快,生产成本最低。 我当时听了以后觉得又自豪又有点心酸,我们中国人说好听点是能吃苦够勤劳,说难听点就是最内卷。无论做什么都是全球最便宜,可就是这帮最便宜的员工,在视频上看起来精神状态都很好,你们猜这是为什么。 因为特斯拉的待遇在国内同行里已经是最好的那一档,我打听了一下,一线打螺丝的体力工人年薪11-12万,有五险一金+商业险,有加班费,有倒班补贴,有法定年假,有员工体检。 我没去打听国内其它工人的收入,但大概率是不如这个待遇的。所以中国制造高性价比制胜的背后,离不开中国底层劳动者的坚忍和付出。这在特殊奋斗时期可以理解,但希望不要成为常态,卷完我们这一代就不要再卷下一代了。 …… 今天财新公布了5月份的pmi数据,竟然出人意料的有50.9,比前几天官方公布的48.8要好的多。pmi这个数据是以50为荣枯线,所以别看两个数只差2.1,但50.9说明处于上升趋势,而48.8则是下降趋势。 之所以两个数据有偏差,多半是统计对象有差异,官方pmi有大型企业,而财新的数据则是400家抽样的中小企业。所以一个比较合理的推测是中小企业在5月份的情况比大企业要好一些。 至于网上一部分人怀疑数据的客观","text":"以下内容转载自微信公众号:招财小牛猫 Moomoocat 猫笔刀 这几天到处都能刷到马斯克中国行的消息,文字、图片、视频,全覆盖。不是软广宣传,因为全世界都知道,特斯拉这么多年从没在广告上花过钱。(据说后面会考虑投一点试试) 老马这人确实没什么架子,晚上7点北京出发,飞到上海9点多,就马不停蹄的跑到上海工厂和员工聚会。没有主席台,也没有红毯,世界首富就站在人群中拿着个话筒即兴演讲,说到感恩的地方还给员工比了心。 视频里老马提到上海特斯拉是生产效率最高的工厂,生产出来的也是质量最好的汽车。这话他在全球股东大会上也说过,这次顾及现场员工情绪,只说了上半句褒奖,当时后半句还有3个最——屁事最少,建厂最快,生产成本最低。 我当时听了以后觉得又自豪又有点心酸,我们中国人说好听点是能吃苦够勤劳,说难听点就是最内卷。无论做什么都是全球最便宜,可就是这帮最便宜的员工,在视频上看起来精神状态都很好,你们猜这是为什么。 因为特斯拉的待遇在国内同行里已经是最好的那一档,我打听了一下,一线打螺丝的体力工人年薪11-12万,有五险一金+商业险,有加班费,有倒班补贴,有法定年假,有员工体检。 我没去打听国内其它工人的收入,但大概率是不如这个待遇的。所以中国制造高性价比制胜的背后,离不开中国底层劳动者的坚忍和付出。这在特殊奋斗时期可以理解,但希望不要成为常态,卷完我们这一代就不要再卷下一代了。 …… 今天财新公布了5月份的pmi数据,竟然出人意料的有50.9,比前几天官方公布的48.8要好的多。pmi这个数据是以50为荣枯线,所以别看两个数只差2.1,但50.9说明处于上升趋势,而48.8则是下降趋势。 之所以两个数据有偏差,多半是统计对象有差异,官方pmi有大型企业,而财新的数据则是400家抽样的中小企业。所以一个比较合理的推测是中小企业在5月份的情况比大企业要好一些。 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团发言人表示︰我们会和<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>一起,积极的配合和拥抱监管,我们相信蚂蚁的同学,有这个信心,也有这个能力把工作落实好。社会希望我们更好,我们也必须用一如既往的努力实现和超越社会的期望,这是我们这群人的责任。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a696d13f4322a339e7d5c515fc3bc98","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","06688":"蚂蚁集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104991188","content_text":"阿里巴巴集团发言人表示︰我们会和蚂蚁集团一起,积极的配合和拥抱监管,我们相信蚂蚁的同学,有这个信心,也有这个能力把工作落实好。社会希望我们更好,我们也必须用一如既往的努力实现和超越社会的期望,这是我们这群人的责任。","news_type":1},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486375086089651","authorId":"3486375086089651","name":"马云的信徒","avatar":"https://static.tigerbbs.com/0a055009f9fc942f74669ffec2c35c74","crmLevel":1,"crmLevelSwitch":0,"idStr":"3486375086089651","authorIdStr":"3486375086089651"},"content":"花呗有什么利息?没钱就别分期。信用卡你分期看看","text":"花呗有什么利息?没钱就别分期。信用卡你分期看看","html":"花呗有什么利息?没钱就别分期。信用卡你分期看看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976963685,"gmtCreate":1599571915247,"gmtModify":1703818870531,"author":{"id":"3472514206519867","authorId":"3472514206519867","name":"叶旭飞","avatar":"https://static.tigerbbs.com/17f8d92228f9217f09486acc62706c28","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3472514206519867","authorIdStr":"3472514206519867"},"themes":[],"htmlText":"<a 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