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meigu333
33分钟前
$苹果(AAPL)$
昨天将Google
$谷歌(GOOG)$
$谷歌A(GOOGL)$
换成苹果和特斯拉
$特斯拉(TSLA)$
,理由:1. 觉得Google管理层可能不够优秀,否则怎么会出现AI明明领先变成落后?2. 还是想找有AI增量机会的公司,苹果有AI手机和电脑,特斯拉有FSD和机器人3. 没选微软,只是觉得太贵了,而且内容侧增量场景也不多4. 在美国降息之前,股市应该风险还不是很大目前应该是处于卖铲子第二阶段,第一阶段应该是英伟达,已经over了。
meigu333
41分钟前
$特斯拉(TSLA)$
问题是特斯拉的宏大愿景从来没有兑现过;反而,马斯克关于特斯拉要实现年产2000万辆汽车的目标已经基本被证伪了,因为其销量开始下滑,且预计2024年销量大概只有比亚迪50%。其它小的目标,包括4680电池等,也基本被证伪;没有好的电池,特斯拉关于储能的宏大愿景大概率也不可能实现。就是说:特斯拉的所有宏大愿景中,已经有多项被证伪,没有任何一项被证实。那么,我们凭什么相信特斯拉能够实现其宏大愿景,甚至相信特斯拉是唯一能实现这些宏大愿景的公司,从而给其超级高的估值?如果特斯拉并不能实现这些宏大愿景,或者只是与其他公司一起实现这些宏大愿景,如何支撑特斯拉超级高的估值?
meigu333
07-02 20:59
$Coinbase Global, Inc.(COIN)$
按照每天的成交额来说,比不上一季度,趋势也不好,大块的肉被etf分走,已是短期高点了
meigu333
07-02 20:42
$Chewy, Inc.(CHWY)$
今天这个业绩超预期。最近10天,业绩超预期涨的最好的竟然是宠物行业的
$Chewy(CHWY)$
买进已经10%了。
meigu333
07-02 20:31
$理想汽车(LI)$
总结一下之前的预测……乐观了一点。1.六月中之后问界周交付量达到了10000+,并且稳步提升,但是M9在六月最后一周也只达到5500+的上险量,希望七月新压铸机投入生产后顺利突破6000。2.理想L6还是挺能打的,看了李想把产能拉到极致了。12000的上险量很可观。L8果然是被自家兄弟“挤”到了和问界新M5不相上下的周销量。小米
$小米集团-W(01810)$
连续两周达到了3200+的交付量。也许七月中还能再涨300-500。
meigu333
06-17
$奈飞(NFLX)$
明明一季度的业绩不错,大家还是别太担忧毕竟是夜那老巨头了,未来还是可以搏一搏的
meigu333
06-17
$台积电(TSM)$
台积电价格上涨可能导致3Q24业绩超预期我预计台积电将因成本上涨在2024年下半年提高N3价格。.台积电可能将N3的价格从第一季度和第二季度的每片21,000美元提高到第三季度的22,000到23,000美元。预计台积电的N5价格将在2024年第三季度上涨10%,并在第四季度保持稳定,主要反映台湾的电力价格上涨。因此,我预计台积电在2024年第三季度的收入将达到240亿美元,环比增长18%,超过市场预估的220亿美元(环比增长12%)。
meigu333
06-17
$特斯拉(TSLA)$
非议特斯拉股权薪酬的都是生活中分毫必争的铁公鸡,小家子气,成不了事!只有懂分享,对骨干慷慨的人和企业才能不断做大。舍得把所有股权分给员工的任正非,和那些铁公老板,最后他们谁得到的更多?
meigu333
06-14
$蔚来(NIO)$
$蔚来(NIO.SI)$
蔚来烧了那么多钱建的换电站,2023年付费换电率7%,到2024年预计也只会到10%。官方说日均单量60单能盈亏平衡,目前35单的水平,如果按10%的付费换电率,也就是每天付费换电的只有3.5单。当然,免费换电的支出由港美股投资人买单,我们当看不见。
meigu333
06-14
$Adobe(ADBE)$
公布超出预期的最新第二财季业绩【3-5月】,同时上调了截至11月的财年预期:~~“我们正在推动我们的人工智能解决方案在所有客户群体中的强大使用、价值和需求,并且在我们的数字媒体和数字体验业务中看到新的人工智能技术的早期成功商业化”,首席执行官Shantanu Narayen在公司季度电话会议准备的发言中说。~~本季度,Adobe的收入达到53.1亿美元,比去年同期增长了10%。这略高于公司预计的52.5亿美元至53亿美元范围,也高于华尔街共识预期的52.9亿美元。
meigu333
06-14
$微软(MSFT)$
自2022年11月开始炒作至今的AI概念确实是太牛了。跟2000年左右的互联网大牛市有的一拼。但疯狂终有结束的一天。
meigu333
06-13
$游戏驿站(GME)$
昨个交易日空头回补了不少。。。。。不能一鼓作气轧空,后面就轧不动了。。。
meigu333
06-13
$瑞幸咖啡(LKNCY)$
在喝瑞幸,近年也看到它不断出新,就想到为什么瑞幸出乎意料没有倒闭?在纳斯达克停牌后也没太大问题搜了一些资料,大体做了以下的事情1)更换管理层,务实派上台2)关闭盈利较差的门店,停止一些盈利较差的业务,折扣降低从普遍的3.8折调整到普遍4.8折3)稳定员工,正常工作和发工资4)和上游供应商关系良好,他们回款没受太大影响5)广撒网式营销费用减少,转成社群式的营销,即以线下门店为基点,创建群组把附近的用户拉在一个群里,提升复购率,给这些人优惠吸引复购6)不断做联名款,提升知名度,例如以后业务正常时推出极为知名的酱香款7)新品研发仍在持续,不断有一些优秀的单品推出,例如生椰拿铁做了这些措施以后,普遍认为停止补贴,瑞幸就会卖不动,对价格敏感的这群用户就会转去星巴克之类的人,其实还是有在持续消费,客观上的单价仍是低于星巴克大抵就是减少支出,提升品质,提升复购,持续的R&D
meigu333
06-12
$蔚来(NIO)$
$蔚来(NIO.SI)$
短期超跌。现在处境怎么也比去年好多了,也比一季度好多了,前景都是希望。怕啥,还能咋跌。
meigu333
06-12
$英伟达(NVDA)$
2024年6月10号英伟达一股拆10股就是泡沫的最后阶段,再有一波上涨震荡散户接完盘,盛宴就结束了,午夜钟声响起,灰姑娘怎么收场。见证历史
meigu333
06-05
$Faraday Future(FFIE)$
作为一个被老贾割的体无完肤的韭菜,我在这轮爆炒的时候就说过股本有三四亿的问题。现在股本问题果然暴露了。下一个风险是什么?是这货可能还会合股,如果不尽快脱离一元一下并保持十天的话。如果老贾有担当或者还想救这帮散户,就应该抓紧时间马上开始直播,而不是搞什么中美造车桥梁。直播才能创造正向现金流,才能提振散户的信心。但我估计接下来的剧本会是:老贾再宣布一堆新词,继续沉浸在自己的造车梦里面骗自己骗散户,市场不买账股价涨不到1元以上触发退市,退市之前紧急再开个股东会自导自演宣布合股,同时增发新的股票,再用两三年时间收割新进来的韭菜。
meigu333
06-05
$特斯拉(TSLA)$
维持特斯拉高估值的根本就是FSD和机器人,以及潜在AI产业,如今马斯克在特斯拉体外成立了XAI来发展这部分产业,对特斯拉的估值产生了质的影响,不再具备高成长了
meigu333
06-03
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
多多
$拼多多(PDD)$
把用户当上帝看,阿里把用户当韭菜看。
meigu333
06-03
$Coinbase Global, Inc.(COIN)$
对E ETF的批准,说明sec已经认可E本质是一种商品,而这是sec和coin打官司的核心,即coin是否为大量的unregistered security提供交易。如果E是一种商品,那么其他的crypto是不是更倾向也认定为商品呢?那么Coin和sec的官司焦点就在倾斜向对coin有利的一边了。ETH补涨带动的meme coins市场是交易额最大的弹性来源,现在看已经渐行渐近。
meigu333
06-01
$台积电(TSM)$
继续新高不断,人工智能芯片遥遥领先。
去老虎APP查看更多动态
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问题是特斯拉的宏大愿景从来没有兑现过;反而,马斯克关于特斯拉要实现年产2000万辆汽车的目标已经基本被证伪了,因为其销量开始下滑,且预计2024年销量大概只有比亚迪50%。其它小的目标,包括4680电池等,也基本被证伪;没有好的电池,特斯拉关于储能的宏大愿景大概率也不可能实现。就是说:特斯拉的所有宏大愿景中,已经有多项被证伪,没有任何一项被证实。那么,我们凭什么相信特斯拉能够实现其宏大愿景,甚至相信特斯拉是唯一能实现这些宏大愿景的公司,从而给其超级高的估值?如果特斯拉并不能实现这些宏大愿景,或者只是与其他公司一起实现这些宏大愿景,如何支撑特斯拉超级高的估值?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 问题是特斯拉的宏大愿景从来没有兑现过;反而,马斯克关于特斯拉要实现年产2000万辆汽车的目标已经基本被证伪了,因为其销量开始下滑,且预计2024年销量大概只有比亚迪50%。其它小的目标,包括4680电池等,也基本被证伪;没有好的电池,特斯拉关于储能的宏大愿景大概率也不可能实现。就是说:特斯拉的所有宏大愿景中,已经有多项被证伪,没有任何一项被证实。那么,我们凭什么相信特斯拉能够实现其宏大愿景,甚至相信特斯拉是唯一能实现这些宏大愿景的公司,从而给其超级高的估值?如果特斯拉并不能实现这些宏大愿景,或者只是与其他公司一起实现这些宏大愿景,如何支撑特斯拉超级高的估值?","text":"$特斯拉(TSLA)$ 问题是特斯拉的宏大愿景从来没有兑现过;反而,马斯克关于特斯拉要实现年产2000万辆汽车的目标已经基本被证伪了,因为其销量开始下滑,且预计2024年销量大概只有比亚迪50%。其它小的目标,包括4680电池等,也基本被证伪;没有好的电池,特斯拉关于储能的宏大愿景大概率也不可能实现。就是说:特斯拉的所有宏大愿景中,已经有多项被证伪,没有任何一项被证实。那么,我们凭什么相信特斯拉能够实现其宏大愿景,甚至相信特斯拉是唯一能实现这些宏大愿景的公司,从而给其超级高的估值?如果特斯拉并不能实现这些宏大愿景,或者只是与其他公司一起实现这些宏大愿景,如何支撑特斯拉超级高的估值?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/323479479435288","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323196117180416,"gmtCreate":1719925165359,"gmtModify":1719925166906,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> 按照每天的成交额来说,比不上一季度,趋势也不好,大块的肉被etf分走,已是短期高点了","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> 按照每天的成交额来说,比不上一季度,趋势也不好,大块的肉被etf分走,已是短期高点了","text":"$Coinbase Global, Inc.(COIN)$ 按照每天的成交额来说,比不上一季度,趋势也不好,大块的肉被etf分走,已是短期高点了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323196117180416","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323192942285080,"gmtCreate":1719924154455,"gmtModify":1719924156338,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHWY\">$Chewy, Inc.(CHWY)$</a> 今天这个业绩超预期。最近10天,业绩超预期涨的最好的竟然是宠物行业的<a href=\"https://laohu8.com/S/CHWY\">$Chewy(CHWY)$</a> 买进已经10%了。","listText":"<a href=\"https://laohu8.com/S/CHWY\">$Chewy, Inc.(CHWY)$</a> 今天这个业绩超预期。最近10天,业绩超预期涨的最好的竟然是宠物行业的<a href=\"https://laohu8.com/S/CHWY\">$Chewy(CHWY)$</a> 买进已经10%了。","text":"$Chewy, Inc.(CHWY)$ 今天这个业绩超预期。最近10天,业绩超预期涨的最好的竟然是宠物行业的$Chewy(CHWY)$ 买进已经10%了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323192942285080","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323190155366680,"gmtCreate":1719923474055,"gmtModify":1719924955734,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 总结一下之前的预测……乐观了一点。1.六月中之后问界周交付量达到了10000+,并且稳步提升,但是M9在六月最后一周也只达到5500+的上险量,希望七月新压铸机投入生产后顺利突破6000。2.理想L6还是挺能打的,看了李想把产能拉到极致了。12000的上险量很可观。L8果然是被自家兄弟“挤”到了和问界新M5不相上下的周销量。小米 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 连续两周达到了3200+的交付量。也许七月中还能再涨300-500。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 总结一下之前的预测……乐观了一点。1.六月中之后问界周交付量达到了10000+,并且稳步提升,但是M9在六月最后一周也只达到5500+的上险量,希望七月新压铸机投入生产后顺利突破6000。2.理想L6还是挺能打的,看了李想把产能拉到极致了。12000的上险量很可观。L8果然是被自家兄弟“挤”到了和问界新M5不相上下的周销量。小米 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 连续两周达到了3200+的交付量。也许七月中还能再涨300-500。","text":"$理想汽车(LI)$ 总结一下之前的预测……乐观了一点。1.六月中之后问界周交付量达到了10000+,并且稳步提升,但是M9在六月最后一周也只达到5500+的上险量,希望七月新压铸机投入生产后顺利突破6000。2.理想L6还是挺能打的,看了李想把产能拉到极致了。12000的上险量很可观。L8果然是被自家兄弟“挤”到了和问界新M5不相上下的周销量。小米 $小米集团-W(01810)$ 连续两周达到了3200+的交付量。也许七月中还能再涨300-500。","images":[{"img":"https://static.tigerbbs.com/687c7f9fd506538841f039df5f1b7555","width":"739","height":"361"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323190155366680","isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":317878255648864,"gmtCreate":1718615189885,"gmtModify":1718615191665,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> <v-v data-views=\"1\"></v-v> 明明一季度的业绩不错,大家还是别太担忧毕竟是夜那老巨头了,未来还是可以搏一搏的","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> <v-v data-views=\"1\"></v-v> 明明一季度的业绩不错,大家还是别太担忧毕竟是夜那老巨头了,未来还是可以搏一搏的","text":"$奈飞(NFLX)$ 明明一季度的业绩不错,大家还是别太担忧毕竟是夜那老巨头了,未来还是可以搏一搏的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317878255648864","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317874293157944,"gmtCreate":1718614158115,"gmtModify":1718614161142,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v> 台积电价格上涨可能导致3Q24业绩超预期我预计台积电将因成本上涨在2024年下半年提高N3价格。.台积电可能将N3的价格从第一季度和第二季度的每片21,000美元提高到第三季度的22,000到23,000美元。预计台积电的N5价格将在2024年第三季度上涨10%,并在第四季度保持稳定,主要反映台湾的电力价格上涨。因此,我预计台积电在2024年第三季度的收入将达到240亿美元,环比增长18%,超过市场预估的220亿美元(环比增长12%)。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v> 台积电价格上涨可能导致3Q24业绩超预期我预计台积电将因成本上涨在2024年下半年提高N3价格。.台积电可能将N3的价格从第一季度和第二季度的每片21,000美元提高到第三季度的22,000到23,000美元。预计台积电的N5价格将在2024年第三季度上涨10%,并在第四季度保持稳定,主要反映台湾的电力价格上涨。因此,我预计台积电在2024年第三季度的收入将达到240亿美元,环比增长18%,超过市场预估的220亿美元(环比增长12%)。","text":"$台积电(TSM)$ 台积电价格上涨可能导致3Q24业绩超预期我预计台积电将因成本上涨在2024年下半年提高N3价格。.台积电可能将N3的价格从第一季度和第二季度的每片21,000美元提高到第三季度的22,000到23,000美元。预计台积电的N5价格将在2024年第三季度上涨10%,并在第四季度保持稳定,主要反映台湾的电力价格上涨。因此,我预计台积电在2024年第三季度的收入将达到240亿美元,环比增长18%,超过市场预估的220亿美元(环比增长12%)。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317874293157944","isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317870791979064,"gmtCreate":1718613303335,"gmtModify":1718613309430,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 非议特斯拉股权薪酬的都是生活中分毫必争的铁公鸡,小家子气,成不了事!只有懂分享,对骨干慷慨的人和企业才能不断做大。舍得把所有股权分给员工的任正非,和那些铁公老板,最后他们谁得到的更多?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 非议特斯拉股权薪酬的都是生活中分毫必争的铁公鸡,小家子气,成不了事!只有懂分享,对骨干慷慨的人和企业才能不断做大。舍得把所有股权分给员工的任正非,和那些铁公老板,最后他们谁得到的更多?","text":"$特斯拉(TSLA)$ 非议特斯拉股权薪酬的都是生活中分毫必争的铁公鸡,小家子气,成不了事!只有懂分享,对骨干慷慨的人和企业才能不断做大。舍得把所有股权分给员工的任正非,和那些铁公老板,最后他们谁得到的更多?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317870791979064","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316887813558504,"gmtCreate":1718372974160,"gmtModify":1718373259893,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 蔚来烧了那么多钱建的换电站,2023年付费换电率7%,到2024年预计也只会到10%。官方说日均单量60单能盈亏平衡,目前35单的水平,如果按10%的付费换电率,也就是每天付费换电的只有3.5单。当然,免费换电的支出由港美股投资人买单,我们当看不见。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 蔚来烧了那么多钱建的换电站,2023年付费换电率7%,到2024年预计也只会到10%。官方说日均单量60单能盈亏平衡,目前35单的水平,如果按10%的付费换电率,也就是每天付费换电的只有3.5单。当然,免费换电的支出由港美股投资人买单,我们当看不见。","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ 蔚来烧了那么多钱建的换电站,2023年付费换电率7%,到2024年预计也只会到10%。官方说日均单量60单能盈亏平衡,目前35单的水平,如果按10%的付费换电率,也就是每天付费换电的只有3.5单。当然,免费换电的支出由港美股投资人买单,我们当看不见。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/316887813558504","isVote":1,"tweetType":1,"viewCount":4355,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0},"content":"60单能盈亏平衡?外面充电站一度电赚3毛,一块电池往低了算10万元,充电循环寿命2000次顶天了,一次的损耗50元。换电模式先不要说赚钱,光是电池的损耗都赚不回来。蔚来最令人生厌的就是把别人都当傻子","text":"60单能盈亏平衡?外面充电站一度电赚3毛,一块电池往低了算10万元,充电循环寿命2000次顶天了,一次的损耗50元。换电模式先不要说赚钱,光是电池的损耗都赚不回来。蔚来最令人生厌的就是把别人都当傻子","html":"60单能盈亏平衡?外面充电站一度电赚3毛,一块电池往低了算10万元,充电循环寿命2000次顶天了,一次的损耗50元。换电模式先不要说赚钱,光是电池的损耗都赚不回来。蔚来最令人生厌的就是把别人都当傻子"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316886277169384,"gmtCreate":1718372599065,"gmtModify":1718373238713,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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Narayen在公司季度电话会议准备的发言中说。~~本季度,Adobe的收入达到53.1亿美元,比去年同期增长了10%。这略高于公司预计的52.5亿美元至53亿美元范围,也高于华尔街共识预期的52.9亿美元。","images":[{"img":"https://static.tigerbbs.com/e540b342b977be428841e712b7d2a343","width":"500","height":"500"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316886277169384","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316883632091248,"gmtCreate":1718372085078,"gmtModify":1718372124154,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v> 自2022年11月开始炒作至今的AI概念确实是太牛了。跟2000年左右的互联网大牛市有的一拼。但疯狂终有结束的一天。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v 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昨个交易日空头回补了不少。。。。。不能一鼓作气轧空,后面就轧不动了。。。","text":"$游戏驿站(GME)$ 昨个交易日空头回补了不少。。。。。不能一鼓作气轧空,后面就轧不动了。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316528435544176","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316526481346672,"gmtCreate":1718284890073,"gmtModify":1718284922152,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 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在喝瑞幸,近年也看到它不断出新,就想到为什么瑞幸出乎意料没有倒闭?在纳斯达克停牌后也没太大问题搜了一些资料,大体做了以下的事情1)更换管理层,务实派上台2)关闭盈利较差的门店,停止一些盈利较差的业务,折扣降低从普遍的3.8折调整到普遍4.8折3)稳定员工,正常工作和发工资4)和上游供应商关系良好,他们回款没受太大影响5)广撒网式营销费用减少,转成社群式的营销,即以线下门店为基点,创建群组把附近的用户拉在一个群里,提升复购率,给这些人优惠吸引复购6)不断做联名款,提升知名度,例如以后业务正常时推出极为知名的酱香款7)新品研发仍在持续,不断有一些优秀的单品推出,例如生椰拿铁做了这些措施以后,普遍认为停止补贴,瑞幸就会卖不动,对价格敏感的这群用户就会转去星巴克之类的人,其实还是有在持续消费,客观上的单价仍是低于星巴克大抵就是减少支出,提升品质,提升复购,持续的R&D","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316526481346672","isVote":1,"tweetType":1,"viewCount":1947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316136191066224,"gmtCreate":1718189604359,"gmtModify":1718189606345,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 短期超跌。现在处境怎么也比去年好多了,也比一季度好多了,前景都是希望。怕啥,还能咋跌。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 短期超跌。现在处境怎么也比去年好多了,也比一季度好多了,前景都是希望。怕啥,还能咋跌。","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ 短期超跌。现在处境怎么也比去年好多了,也比一季度好多了,前景都是希望。怕啥,还能咋跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316136191066224","isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316134325395688,"gmtCreate":1718189017089,"gmtModify":1718189018953,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 2024年6月10号英伟达一股拆10股就是泡沫的最后阶段,再有一波上涨震荡散户接完盘,盛宴就结束了,午夜钟声响起,灰姑娘怎么收场。见证历史","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 2024年6月10号英伟达一股拆10股就是泡沫的最后阶段,再有一波上涨震荡散户接完盘,盛宴就结束了,午夜钟声响起,灰姑娘怎么收场。见证历史","text":"$英伟达(NVDA)$ 2024年6月10号英伟达一股拆10股就是泡沫的最后阶段,再有一波上涨震荡散户接完盘,盛宴就结束了,午夜钟声响起,灰姑娘怎么收场。见证历史","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/316134325395688","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313562676764744,"gmtCreate":1717592266201,"gmtModify":1717751599140,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 作为一个被老贾割的体无完肤的韭菜,我在这轮爆炒的时候就说过股本有三四亿的问题。现在股本问题果然暴露了。下一个风险是什么?是这货可能还会合股,如果不尽快脱离一元一下并保持十天的话。如果老贾有担当或者还想救这帮散户,就应该抓紧时间马上开始直播,而不是搞什么中美造车桥梁。直播才能创造正向现金流,才能提振散户的信心。但我估计接下来的剧本会是:老贾再宣布一堆新词,继续沉浸在自己的造车梦里面骗自己骗散户,市场不买账股价涨不到1元以上触发退市,退市之前紧急再开个股东会自导自演宣布合股,同时增发新的股票,再用两三年时间收割新进来的韭菜。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 作为一个被老贾割的体无完肤的韭菜,我在这轮爆炒的时候就说过股本有三四亿的问题。现在股本问题果然暴露了。下一个风险是什么?是这货可能还会合股,如果不尽快脱离一元一下并保持十天的话。如果老贾有担当或者还想救这帮散户,就应该抓紧时间马上开始直播,而不是搞什么中美造车桥梁。直播才能创造正向现金流,才能提振散户的信心。但我估计接下来的剧本会是:老贾再宣布一堆新词,继续沉浸在自己的造车梦里面骗自己骗散户,市场不买账股价涨不到1元以上触发退市,退市之前紧急再开个股东会自导自演宣布合股,同时增发新的股票,再用两三年时间收割新进来的韭菜。","text":"$Faraday Future(FFIE)$ 作为一个被老贾割的体无完肤的韭菜,我在这轮爆炒的时候就说过股本有三四亿的问题。现在股本问题果然暴露了。下一个风险是什么?是这货可能还会合股,如果不尽快脱离一元一下并保持十天的话。如果老贾有担当或者还想救这帮散户,就应该抓紧时间马上开始直播,而不是搞什么中美造车桥梁。直播才能创造正向现金流,才能提振散户的信心。但我估计接下来的剧本会是:老贾再宣布一堆新词,继续沉浸在自己的造车梦里面骗自己骗散户,市场不买账股价涨不到1元以上触发退市,退市之前紧急再开个股东会自导自演宣布合股,同时增发新的股票,再用两三年时间收割新进来的韭菜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/313562676764744","isVote":1,"tweetType":1,"viewCount":6928,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566906070881937","authorId":"3566906070881937","name":"忖度6688","avatar":"https://static.tigerbbs.com/3fe13552603cae2bb5f7db3a350331b0","crmLevel":3,"crmLevelSwitch":0},"content":"我记得评论区有人说过股本这事就是你啊,你那会咋知道的","text":"我记得评论区有人说过股本这事就是你啊,你那会咋知道的","html":"我记得评论区有人说过股本这事就是你啊,你那会咋知道的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313560807571528,"gmtCreate":1717591809855,"gmtModify":1717751844469,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v>维持特斯拉高估值的根本就是FSD和机器人,以及潜在AI产业,如今马斯克在特斯拉体外成立了XAI来发展这部分产业,对特斯拉的估值产生了质的影响,不再具备高成长了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v>维持特斯拉高估值的根本就是FSD和机器人,以及潜在AI产业,如今马斯克在特斯拉体外成立了XAI来发展这部分产业,对特斯拉的估值产生了质的影响,不再具备高成长了","text":"$特斯拉(TSLA)$ 维持特斯拉高估值的根本就是FSD和机器人,以及潜在AI产业,如今马斯克在特斯拉体外成立了XAI来发展这部分产业,对特斯拉的估值产生了质的影响,不再具备高成长了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313560807571528","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312936764997864,"gmtCreate":1717422722904,"gmtModify":1717422724497,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v> 多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 把用户当上帝看,阿里把用户当韭菜看。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v> 多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 把用户当上帝看,阿里把用户当韭菜看。","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 多多 $拼多多(PDD)$ 把用户当上帝看,阿里把用户当韭菜看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312936764997864","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"content":"我只能同意一半[捂脸][捂脸][捂脸],天下乌鸦一般黑","text":"我只能同意一半[捂脸][捂脸][捂脸],天下乌鸦一般黑","html":"我只能同意一半[捂脸][捂脸][捂脸],天下乌鸦一般黑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312933900640304,"gmtCreate":1717422093927,"gmtModify":1717422095261,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 对E ETF的批准,说明sec已经认可E本质是一种商品,而这是sec和coin打官司的核心,即coin是否为大量的unregistered security提供交易。如果E是一种商品,那么其他的crypto是不是更倾向也认定为商品呢?那么Coin和sec的官司焦点就在倾斜向对coin有利的一边了。ETH补涨带动的meme coins市场是交易额最大的弹性来源,现在看已经渐行渐近。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 对E ETF的批准,说明sec已经认可E本质是一种商品,而这是sec和coin打官司的核心,即coin是否为大量的unregistered security提供交易。如果E是一种商品,那么其他的crypto是不是更倾向也认定为商品呢?那么Coin和sec的官司焦点就在倾斜向对coin有利的一边了。ETH补涨带动的meme coins市场是交易额最大的弹性来源,现在看已经渐行渐近。","text":"$Coinbase Global, Inc.(COIN)$ 对E ETF的批准,说明sec已经认可E本质是一种商品,而这是sec和coin打官司的核心,即coin是否为大量的unregistered security提供交易。如果E是一种商品,那么其他的crypto是不是更倾向也认定为商品呢?那么Coin和sec的官司焦点就在倾斜向对coin有利的一边了。ETH补涨带动的meme coins市场是交易额最大的弹性来源,现在看已经渐行渐近。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312933900640304","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312031679266984,"gmtCreate":1717206903170,"gmtModify":1717206904559,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>继续新高不断,人工智能芯片遥遥领先。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>继续新高不断,人工智能芯片遥遥领先。","text":"$台积电(TSM)$ 继续新高不断,人工智能芯片遥遥领先。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312031679266984","isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":281075607511112,"gmtCreate":1709648098156,"gmtModify":1709648100072,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"阿里巴巴据悉领投中国AI初创公司MiniMax,新一轮融资至少6亿美元。目前MiniMax估值超过25亿美元。上周也有报道称,阿里巴巴对月之暗面领投高达10亿美元,将月之暗面估值提高至约25亿美元。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v>","listText":"阿里巴巴据悉领投中国AI初创公司MiniMax,新一轮融资至少6亿美元。目前MiniMax估值超过25亿美元。上周也有报道称,阿里巴巴对月之暗面领投高达10亿美元,将月之暗面估值提高至约25亿美元。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v>","text":"阿里巴巴据悉领投中国AI初创公司MiniMax,新一轮融资至少6亿美元。目前MiniMax估值超过25亿美元。上周也有报道称,阿里巴巴对月之暗面领投高达10亿美元,将月之暗面估值提高至约25亿美元。 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/281075607511112","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"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","html":"这篇文章不错,转发给大家看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323479479435288,"gmtCreate":1720010647398,"gmtModify":1720010650378,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 问题是特斯拉的宏大愿景从来没有兑现过;反而,马斯克关于特斯拉要实现年产2000万辆汽车的目标已经基本被证伪了,因为其销量开始下滑,且预计2024年销量大概只有比亚迪50%。其它小的目标,包括4680电池等,也基本被证伪;没有好的电池,特斯拉关于储能的宏大愿景大概率也不可能实现。就是说:特斯拉的所有宏大愿景中,已经有多项被证伪,没有任何一项被证实。那么,我们凭什么相信特斯拉能够实现其宏大愿景,甚至相信特斯拉是唯一能实现这些宏大愿景的公司,从而给其超级高的估值?如果特斯拉并不能实现这些宏大愿景,或者只是与其他公司一起实现这些宏大愿景,如何支撑特斯拉超级高的估值?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 问题是特斯拉的宏大愿景从来没有兑现过;反而,马斯克关于特斯拉要实现年产2000万辆汽车的目标已经基本被证伪了,因为其销量开始下滑,且预计2024年销量大概只有比亚迪50%。其它小的目标,包括4680电池等,也基本被证伪;没有好的电池,特斯拉关于储能的宏大愿景大概率也不可能实现。就是说:特斯拉的所有宏大愿景中,已经有多项被证伪,没有任何一项被证实。那么,我们凭什么相信特斯拉能够实现其宏大愿景,甚至相信特斯拉是唯一能实现这些宏大愿景的公司,从而给其超级高的估值?如果特斯拉并不能实现这些宏大愿景,或者只是与其他公司一起实现这些宏大愿景,如何支撑特斯拉超级高的估值?","text":"$特斯拉(TSLA)$ 问题是特斯拉的宏大愿景从来没有兑现过;反而,马斯克关于特斯拉要实现年产2000万辆汽车的目标已经基本被证伪了,因为其销量开始下滑,且预计2024年销量大概只有比亚迪50%。其它小的目标,包括4680电池等,也基本被证伪;没有好的电池,特斯拉关于储能的宏大愿景大概率也不可能实现。就是说:特斯拉的所有宏大愿景中,已经有多项被证伪,没有任何一项被证实。那么,我们凭什么相信特斯拉能够实现其宏大愿景,甚至相信特斯拉是唯一能实现这些宏大愿景的公司,从而给其超级高的估值?如果特斯拉并不能实现这些宏大愿景,或者只是与其他公司一起实现这些宏大愿景,如何支撑特斯拉超级高的估值?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/323479479435288","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284282362314768,"gmtCreate":1710421249606,"gmtModify":1710421251848,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我纯标记一下,留待明年验证复核了软银的期权数据,按照目前的速度,阿里巴巴差不多是要到明年6月份左右,才会被软银彻底清仓掉。那么问题来了,阿里巴巴股价会在哪个节点触底呢当然,绝不会是到明年6月份,因为投资者会抢跑的大家预测一下? <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v>","listText":"我纯标记一下,留待明年验证复核了软银的期权数据,按照目前的速度,阿里巴巴差不多是要到明年6月份左右,才会被软银彻底清仓掉。那么问题来了,阿里巴巴股价会在哪个节点触底呢当然,绝不会是到明年6月份,因为投资者会抢跑的大家预测一下? <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v>","text":"我纯标记一下,留待明年验证复核了软银的期权数据,按照目前的速度,阿里巴巴差不多是要到明年6月份左右,才会被软银彻底清仓掉。那么问题来了,阿里巴巴股价会在哪个节点触底呢当然,绝不会是到明年6月份,因为投资者会抢跑的大家预测一下? $阿里巴巴(BABA)$ $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/284282362314768","isVote":1,"tweetType":1,"viewCount":1739,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"184948965045170","authorId":"184948965045170","name":"晒太阳的毛毛虫","avatar":"https://static.tigerbbs.com/47799d3e51921256862d4e3377aac4c5","crmLevel":3,"crmLevelSwitch":0},"content":"软银没多少股份了吧,估计也就半年内应该触底了","text":"软银没多少股份了吧,估计也就半年内应该触底了","html":"软银没多少股份了吧,估计也就半年内应该触底了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294515272675344,"gmtCreate":1712928980229,"gmtModify":1712928986003,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"海外微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v> 游戏裁员了,说看不到增长机会。国内现在版号充分供应,相当于自由竞争,肯定不如之前供给侧限制好","listText":"海外微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v> 游戏裁员了,说看不到增长机会。国内现在版号充分供应,相当于自由竞争,肯定不如之前供给侧限制好","text":"海外微软 $微软(MSFT)$ 游戏裁员了,说看不到增长机会。国内现在版号充分供应,相当于自由竞争,肯定不如之前供给侧限制好","images":[{"img":"https://static.tigerbbs.com/42d093c099b7bd32dde3a3c068ff7047","width":"200","height":"100"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/294515272675344","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482357756068176","authorId":"3482357756068176","name":"进击的大头菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"版号一旦被限,还有供应充分的说法?","text":"版号一旦被限,还有供应充分的说法?","html":"版号一旦被限,还有供应充分的说法?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":266533005570336,"gmtCreate":1706103523155,"gmtModify":1706103524511,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"第二次没拿住少一次翻倍,盘后入了一点点,已离翻倍不远了,好是要胆子大才行[冷漠][冷漠][冷漠] <a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>","listText":"第二次没拿住少一次翻倍,盘后入了一点点,已离翻倍不远了,好是要胆子大才行[冷漠][冷漠][冷漠] <a href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a>","text":"第二次没拿住少一次翻倍,盘后入了一点点,已离翻倍不远了,好是要胆子大才行[冷漠][冷漠][冷漠] $Phunware, Inc.(PHUN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266533005570336","isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316887813558504,"gmtCreate":1718372974160,"gmtModify":1718373259893,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 蔚来烧了那么多钱建的换电站,2023年付费换电率7%,到2024年预计也只会到10%。官方说日均单量60单能盈亏平衡,目前35单的水平,如果按10%的付费换电率,也就是每天付费换电的只有3.5单。当然,免费换电的支出由港美股投资人买单,我们当看不见。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 蔚来烧了那么多钱建的换电站,2023年付费换电率7%,到2024年预计也只会到10%。官方说日均单量60单能盈亏平衡,目前35单的水平,如果按10%的付费换电率,也就是每天付费换电的只有3.5单。当然,免费换电的支出由港美股投资人买单,我们当看不见。","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ 蔚来烧了那么多钱建的换电站,2023年付费换电率7%,到2024年预计也只会到10%。官方说日均单量60单能盈亏平衡,目前35单的水平,如果按10%的付费换电率,也就是每天付费换电的只有3.5单。当然,免费换电的支出由港美股投资人买单,我们当看不见。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/316887813558504","isVote":1,"tweetType":1,"viewCount":4355,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0},"content":"60单能盈亏平衡?外面充电站一度电赚3毛,一块电池往低了算10万元,充电循环寿命2000次顶天了,一次的损耗50元。换电模式先不要说赚钱,光是电池的损耗都赚不回来。蔚来最令人生厌的就是把别人都当傻子","text":"60单能盈亏平衡?外面充电站一度电赚3毛,一块电池往低了算10万元,充电循环寿命2000次顶天了,一次的损耗50元。换电模式先不要说赚钱,光是电池的损耗都赚不回来。蔚来最令人生厌的就是把别人都当傻子","html":"60单能盈亏平衡?外面充电站一度电赚3毛,一块电池往低了算10万元,充电循环寿命2000次顶天了,一次的损耗50元。换电模式先不要说赚钱,光是电池的损耗都赚不回来。蔚来最令人生厌的就是把别人都当傻子"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280618461278280,"gmtCreate":1709541343074,"gmtModify":1709541344974,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"一点个人感受。投资想赚到钱,光靠认知是不够的,还得信念,有点偏执。2022年7月份100块左右开始进coin,进了之后就一直都在狂跌,一直加到30块,打完了最后一颗子弹。很庆幸,最后坚持下来了 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>","listText":"一点个人感受。投资想赚到钱,光靠认知是不够的,还得信念,有点偏执。2022年7月份100块左右开始进coin,进了之后就一直都在狂跌,一直加到30块,打完了最后一颗子弹。很庆幸,最后坚持下来了 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>","text":"一点个人感受。投资想赚到钱,光靠认知是不够的,还得信念,有点偏执。2022年7月份100块左右开始进coin,进了之后就一直都在狂跌,一直加到30块,打完了最后一颗子弹。很庆幸,最后坚持下来了 $Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280618461278280","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313562676764744,"gmtCreate":1717592266201,"gmtModify":1717751599140,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 作为一个被老贾割的体无完肤的韭菜,我在这轮爆炒的时候就说过股本有三四亿的问题。现在股本问题果然暴露了。下一个风险是什么?是这货可能还会合股,如果不尽快脱离一元一下并保持十天的话。如果老贾有担当或者还想救这帮散户,就应该抓紧时间马上开始直播,而不是搞什么中美造车桥梁。直播才能创造正向现金流,才能提振散户的信心。但我估计接下来的剧本会是:老贾再宣布一堆新词,继续沉浸在自己的造车梦里面骗自己骗散户,市场不买账股价涨不到1元以上触发退市,退市之前紧急再开个股东会自导自演宣布合股,同时增发新的股票,再用两三年时间收割新进来的韭菜。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 作为一个被老贾割的体无完肤的韭菜,我在这轮爆炒的时候就说过股本有三四亿的问题。现在股本问题果然暴露了。下一个风险是什么?是这货可能还会合股,如果不尽快脱离一元一下并保持十天的话。如果老贾有担当或者还想救这帮散户,就应该抓紧时间马上开始直播,而不是搞什么中美造车桥梁。直播才能创造正向现金流,才能提振散户的信心。但我估计接下来的剧本会是:老贾再宣布一堆新词,继续沉浸在自己的造车梦里面骗自己骗散户,市场不买账股价涨不到1元以上触发退市,退市之前紧急再开个股东会自导自演宣布合股,同时增发新的股票,再用两三年时间收割新进来的韭菜。","text":"$Faraday Future(FFIE)$ 作为一个被老贾割的体无完肤的韭菜,我在这轮爆炒的时候就说过股本有三四亿的问题。现在股本问题果然暴露了。下一个风险是什么?是这货可能还会合股,如果不尽快脱离一元一下并保持十天的话。如果老贾有担当或者还想救这帮散户,就应该抓紧时间马上开始直播,而不是搞什么中美造车桥梁。直播才能创造正向现金流,才能提振散户的信心。但我估计接下来的剧本会是:老贾再宣布一堆新词,继续沉浸在自己的造车梦里面骗自己骗散户,市场不买账股价涨不到1元以上触发退市,退市之前紧急再开个股东会自导自演宣布合股,同时增发新的股票,再用两三年时间收割新进来的韭菜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/313562676764744","isVote":1,"tweetType":1,"viewCount":6928,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566906070881937","authorId":"3566906070881937","name":"忖度6688","avatar":"https://static.tigerbbs.com/3fe13552603cae2bb5f7db3a350331b0","crmLevel":3,"crmLevelSwitch":0},"content":"我记得评论区有人说过股本这事就是你啊,你那会咋知道的","text":"我记得评论区有人说过股本这事就是你啊,你那会咋知道的","html":"我记得评论区有人说过股本这事就是你啊,你那会咋知道的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241399444959256,"gmtCreate":1699964760927,"gmtModify":1699964762568,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> <v-v data-views=\"1\"></v-v>公司各板块均衡发展,关注早期研发和创新技术平台。礼来核心产品覆 盖主要疾病领域,包括代谢、神经、肿瘤、自免等,历史上各板块均有销售额超过10亿美元重磅药物诞生,这与公司深耕早期研发密不可分。公司在收并购和商业化合作的策略也侧重临床前或早期项目,深度布局 基因疗法、核酸疗法、计算生物学、蛋白质降解等新兴技术","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> <v-v data-views=\"1\"></v-v>公司各板块均衡发展,关注早期研发和创新技术平台。礼来核心产品覆 盖主要疾病领域,包括代谢、神经、肿瘤、自免等,历史上各板块均有销售额超过10亿美元重磅药物诞生,这与公司深耕早期研发密不可分。公司在收并购和商业化合作的策略也侧重临床前或早期项目,深度布局 基因疗法、核酸疗法、计算生物学、蛋白质降解等新兴技术","text":"$礼来(LLY)$ 公司各板块均衡发展,关注早期研发和创新技术平台。礼来核心产品覆 盖主要疾病领域,包括代谢、神经、肿瘤、自免等,历史上各板块均有销售额超过10亿美元重磅药物诞生,这与公司深耕早期研发密不可分。公司在收并购和商业化合作的策略也侧重临床前或早期项目,深度布局 基因疗法、核酸疗法、计算生物学、蛋白质降解等新兴技术","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241399444959256","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254662330855432,"gmtCreate":1703209379358,"gmtModify":1703209380652,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>在友商疯狂卷价格的时候,蔚来选择不以价换量,而是卷起了技术。NIO Day会有大批新技术亮相。头铁![强][强]","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>在友商疯狂卷价格的时候,蔚来选择不以价换量,而是卷起了技术。NIO Day会有大批新技术亮相。头铁![强][强]","text":"$蔚来(NIO)$ 在友商疯狂卷价格的时候,蔚来选择不以价换量,而是卷起了技术。NIO Day会有大批新技术亮相。头铁![强][强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/254662330855432","isVote":1,"tweetType":1,"viewCount":2525,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3441288183785100","authorId":"3441288183785100","name":"shuijingy","avatar":"https://static.tigerbbs.com/6f3a71929e99e498b7e1d5df900912ce","crmLevel":5,"crmLevelSwitch":1},"content":"价格战毛利率受伤啊,NIO本来就不是mass production brand,这个策略没问题啊。","text":"价格战毛利率受伤啊,NIO本来就不是mass production brand,这个策略没问题啊。","html":"价格战毛利率受伤啊,NIO本来就不是mass production brand,这个策略没问题啊。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":240211432931328,"gmtCreate":1699676112197,"gmtModify":1699676113747,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来是一个资本运作的企业而已!如果行,那会裁员2700人?目前新势力无论小鹏还是理想是在拼命招人!这说明什么,说明经营不行!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来是一个资本运作的企业而已!如果行,那会裁员2700人?目前新势力无论小鹏还是理想是在拼命招人!这说明什么,说明经营不行!","text":"$蔚来(NIO)$ 蔚来是一个资本运作的企业而已!如果行,那会裁员2700人?目前新势力无论小鹏还是理想是在拼命招人!这说明什么,说明经营不行!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/240211432931328","isVote":1,"tweetType":1,"viewCount":3336,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553131883584652","authorId":"3553131883584652","name":"icedsaliva","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0},"content":"裁员不一定是经营不行,裁员的原因和背景还需要考虑蔚来过去几年几乎没有做过任何裁员,以及蔚来员工规模最大、最需要结构调整,还有裁员的同时也在招聘。你的推断存在不妥之处,如果没有更严谨的论述,不宜得出蔚来经营不行的结论。","text":"裁员不一定是经营不行,裁员的原因和背景还需要考虑蔚来过去几年几乎没有做过任何裁员,以及蔚来员工规模最大、最需要结构调整,还有裁员的同时也在招聘。你的推断存在不妥之处,如果没有更严谨的论述,不宜得出蔚来经营不行的结论。","html":"裁员不一定是经营不行,裁员的原因和背景还需要考虑蔚来过去几年几乎没有做过任何裁员,以及蔚来员工规模最大、最需要结构调整,还有裁员的同时也在招聘。你的推断存在不妥之处,如果没有更严谨的论述,不宜得出蔚来经营不行的结论。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312027861790888,"gmtCreate":1717205971170,"gmtModify":1717205972890,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$</a> <v-v data-views=\"0\"></v-v> 前段时间我想说很多A股的AI票也就跟c3.ai一样。炒个题材,涨几倍再大幅回调。。现在它也改变了,A股的公司们加点油,这么大的产业革命,怎么说要也蹭口汤啊,","listText":"<a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$</a> <v-v data-views=\"0\"></v-v> 前段时间我想说很多A股的AI票也就跟c3.ai一样。炒个题材,涨几倍再大幅回调。。现在它也改变了,A股的公司们加点油,这么大的产业革命,怎么说要也蹭口汤啊,","text":"$C3.ai, Inc.(AI)$ 前段时间我想说很多A股的AI票也就跟c3.ai一样。炒个题材,涨几倍再大幅回调。。现在它也改变了,A股的公司们加点油,这么大的产业革命,怎么说要也蹭口汤啊,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312027861790888","isVote":1,"tweetType":1,"viewCount":33676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284279068921872,"gmtCreate":1710420445555,"gmtModify":1710420450668,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"希望AMD今年可以冲上$500美元,㊗️福AMD奋力赶上!走出自己卓越优秀产品之路! 不断创造奇迹!成功改革创新其自身AI晶片的软件生态!看好你! <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>","listText":"希望AMD今年可以冲上$500美元,㊗️福AMD奋力赶上!走出自己卓越优秀产品之路! 不断创造奇迹!成功改革创新其自身AI晶片的软件生态!看好你! <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>","text":"希望AMD今年可以冲上$500美元,㊗️福AMD奋力赶上!走出自己卓越优秀产品之路! 不断创造奇迹!成功改革创新其自身AI晶片的软件生态!看好你! $美国超微公司(AMD)$ $美国超微公司(AMD)$","images":[{"img":"https://static.tigerbbs.com/b6e8257b8fe39d6d825d6d1228e46ee7","width":"127","height":"197"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/284279068921872","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"content":"看Amd的财报简直不要太差,要不是赶上AI的东风,怎么能市盈率达到300?真的是市梦率,就等AI风停了,退潮了,看看哪几家没穿裤子","text":"看Amd的财报简直不要太差,要不是赶上AI的东风,怎么能市盈率达到300?真的是市梦率,就等AI风停了,退潮了,看看哪几家没穿裤子","html":"看Amd的财报简直不要太差,要不是赶上AI的东风,怎么能市盈率达到300?真的是市梦率,就等AI风停了,退潮了,看看哪几家没穿裤子"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":281413785423944,"gmtCreate":1709730661123,"gmtModify":1709730662895,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"马蛋!260买的360卖了,490又追涨买回来670又卖了,现在850又追回来,中间每次卖出英伟达都是买特斯拉,每次又都是割了特斯拉再去追英伟达,股票少了一大把。好好的3倍股愣是搞成没赚几毛钱 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元的咖啡会流失一大部分消费者"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249954191093784,"gmtCreate":1702040784090,"gmtModify":1702040786060,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"目前来看明年能不能到200很大一部分取决于MI300产能了,台积电这边都满了尤其大头被老黄订光了,不知道AMD会不会转给其他代工厂一些订单以及类似三星能不能堪大任。否则Lisa给的MI300整年20亿美金的销售预期还是不够看。老黄目前没必要打价格战,毕竟供不应求,大家都有肉吃。 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>","listText":"目前来看明年能不能到200很大一部分取决于MI300产能了,台积电这边都满了尤其大头被老黄订光了,不知道AMD会不会转给其他代工厂一些订单以及类似三星能不能堪大任。否则Lisa给的MI300整年20亿美金的销售预期还是不够看。老黄目前没必要打价格战,毕竟供不应求,大家都有肉吃。 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>","text":"目前来看明年能不能到200很大一部分取决于MI300产能了,台积电这边都满了尤其大头被老黄订光了,不知道AMD会不会转给其他代工厂一些订单以及类似三星能不能堪大任。否则Lisa给的MI300整年20亿美金的销售预期还是不够看。老黄目前没必要打价格战,毕竟供不应求,大家都有肉吃。 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