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meigu333
03-05
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。
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
meigu333
03-14
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?
$阿里巴巴(BABA)$
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
meigu333
04-12
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
meigu333
01-24
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]
$Phunware, Inc.(PHUN)$
meigu333
03-04
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
$Coinbase Global, Inc.(COIN)$
meigu333
2023-11-14
$礼来(LLY)$
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
meigu333
2023-12-22
$蔚来(NIO)$
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]
meigu333
2023-11-11
$蔚来(NIO)$
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!
meigu333
03-14
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!
$美国超微公司(AMD)$
$美国超微公司(AMD)$
meigu333
03-06
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
$英伟达(NVDA)$
meigu333
03-01
听说这家伙下周要炒作成为标普500成分股,不知道是不是真的
$超微电脑(SMCI)$
meigu333
05-17 21:21
$百度(BIDU)$
$百度集团-SW(09888)$
粉饰过的财报准备忽悠谁呢?华尔街资本可不吃你这套。营收停滞,净利润下滑严重,再这样持续7个季度,不用2年,我估摸连200亿美刀都不值吧。赶紧裁你的中高层吧,别婆婆妈妈了。
meigu333
01-15
拼多多的黄峥是难得的多次成功的连续创业者,曾经在06年随段永平一起参与老巴的慈善午餐会,这次午餐对他产生了深远的影响,他从老巴那里学到了关于投资和商业的许多智慧,这些经验后来在他的创业生涯中发挥了重要作用。拼多多以高效的管理人效著称,据相关资料,拼多多当前一万人左右,阿里大概25万,京东是38万。这里不由想起了轻资产高ROE的模式了,让人不由喜欢
$拼多多(PDD)$
meigu333
01-13
每次股价跌了唱空的声音就多了,其实只要想明白一点,中国目前人均咖啡消费量只能对标日韩上世纪70年代水平,瑞幸又是当之无愧的国民咖啡品牌,就没什么好担心短期股价的了….
$瑞幸咖啡(LKNCY)$
meigu333
2023-12-08
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。
$美国超微公司(AMD)$
meigu333
2023-09-16
理想可以收摊了,这次是真正遇到强敌了。这是压倒性的优势啊! 靠营销靠噱头走不远的,百年豪车BBA都在倒闭倒计时。 小鹏和华为能活到下一轮,其他的真不好说
$理想汽车(LI)$
meigu333
03-25
拼多多创始人黄峥的财富比去年增长71%或1600亿元,是今年中国财富增长最多的企业家,以3850亿元首次晋升至中国第二位,排名全球第24位。腾讯主席马化腾财富比去年下降10%,以2500亿元位列中国第三。排名全球第36位。
$拼多多(PDD)$
meigu333
2023-12-12
$拼多多(PDD)$
PDD虽然有涨势 营收不够市场份额还不足 基本盘是地摊无品牌货品 还谈不上是商品 所以支撑不了这么大的盘 很快会下来的
meigu333
05-16
$苹果(AAPL)$
巴菲特旗下伯克希尔哈撒韦提交的13F美股持仓文件显示,一季度伯克希尔增持西方石油430万股,清仓惠普,减持苹果1.16亿股,持仓占比降至40%,买入2592万股建仓安达保险。截至Q1末伯克希尔持仓总市值为3320亿美元,所持苹果股票市值为1354亿美元(此前股东大会已宣布)。截至收盘,苹果(AAPL)报189.72美元,涨幅1.22%,市值2.9万亿美元。—-巴菲特一季度又已大幅减持了苹果1.16亿股,持仓占比已降至了40%。 增加了现金比例到2000多亿美金了。 —-显示了巴菲特已大幅减持科技股,正在从美股科技股中撤退,持仓风格更加保守了。最新的消息是,除了大幅减持了苹果,还清仓了惠普,然后大手笔买入安达保险,增持西方石油,这类股票明显是受益于高通胀的。—转。
meigu333
03-17
未来收涨站稳129,将步入正轨。如果日线这两天拉回来。那么昨天121就是一个周k的低点,看看后续的情况
$ARM Holdings Ltd(ARM)$
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <v-v data-views=\"0\"></v-v> 粉饰过的财报准备忽悠谁呢?华尔街资本可不吃你这套。营收停滞,净利润下滑严重,再这样持续7个季度,不用2年,我估摸连200亿美刀都不值吧。赶紧裁你的中高层吧,别婆婆妈妈了。","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <v-v data-views=\"0\"></v-v> 粉饰过的财报准备忽悠谁呢?华尔街资本可不吃你这套。营收停滞,净利润下滑严重,再这样持续7个季度,不用2年,我估摸连200亿美刀都不值吧。赶紧裁你的中高层吧,别婆婆妈妈了。","text":"$百度(BIDU)$ $百度集团-SW(09888)$ 粉饰过的财报准备忽悠谁呢?华尔街资本可不吃你这套。营收停滞,净利润下滑严重,再这样持续7个季度,不用2年,我估摸连200亿美刀都不值吧。赶紧裁你的中高层吧,别婆婆妈妈了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306962594431120","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491983881642860","authorId":"3491983881642860","name":"老虎喜欢吃花生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"现金、等价物、短期投资不还有250亿美金吗 这个会有水分吗","text":"现金、等价物、短期投资不还有250亿美金吗 这个会有水分吗","html":"现金、等价物、短期投资不还有250亿美金吗 这个会有水分吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306960772653200,"gmtCreate":1715951666263,"gmtModify":1715951668135,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 前索罗斯副手、传奇投资者斯坦利·德鲁肯米勒在第一季度出售了超过44.1万股的英伟达股票,削减比例达到了72%。这位传奇基金经理的投资行为值得关注。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 前索罗斯副手、传奇投资者斯坦利·德鲁肯米勒在第一季度出售了超过44.1万股的英伟达股票,削减比例达到了72%。这位传奇基金经理的投资行为值得关注。","text":"$英伟达(NVDA)$ 前索罗斯副手、传奇投资者斯坦利·德鲁肯米勒在第一季度出售了超过44.1万股的英伟达股票,削减比例达到了72%。这位传奇基金经理的投资行为值得关注。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306960772653200","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306615075217552,"gmtCreate":1715867267475,"gmtModify":1715867270006,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 巴菲特旗下伯克希尔哈撒韦提交的13F美股持仓文件显示,一季度伯克希尔增持西方石油430万股,清仓惠普,减持苹果1.16亿股,持仓占比降至40%,买入2592万股建仓安达保险。截至Q1末伯克希尔持仓总市值为3320亿美元,所持苹果股票市值为1354亿美元(此前股东大会已宣布)。截至收盘,苹果(AAPL)报189.72美元,涨幅1.22%,市值2.9万亿美元。—-巴菲特一季度又已大幅减持了苹果1.16亿股,持仓占比已降至了40%。 增加了现金比例到2000多亿美金了。 —-显示了巴菲特已大幅减持科技股,正在从美股科技股中撤退,持仓风格更加保守了。最新的消息是,除了大幅减持了苹果,还清仓了惠普,然后大手笔买入安达保险,增持西方石油,这类股票明显是受益于高通胀的。—转。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 巴菲特旗下伯克希尔哈撒韦提交的13F美股持仓文件显示,一季度伯克希尔增持西方石油430万股,清仓惠普,减持苹果1.16亿股,持仓占比降至40%,买入2592万股建仓安达保险。截至Q1末伯克希尔持仓总市值为3320亿美元,所持苹果股票市值为1354亿美元(此前股东大会已宣布)。截至收盘,苹果(AAPL)报189.72美元,涨幅1.22%,市值2.9万亿美元。—-巴菲特一季度又已大幅减持了苹果1.16亿股,持仓占比已降至了40%。 增加了现金比例到2000多亿美金了。 —-显示了巴菲特已大幅减持科技股,正在从美股科技股中撤退,持仓风格更加保守了。最新的消息是,除了大幅减持了苹果,还清仓了惠普,然后大手笔买入安达保险,增持西方石油,这类股票明显是受益于高通胀的。—转。","text":"$苹果(AAPL)$ 巴菲特旗下伯克希尔哈撒韦提交的13F美股持仓文件显示,一季度伯克希尔增持西方石油430万股,清仓惠普,减持苹果1.16亿股,持仓占比降至40%,买入2592万股建仓安达保险。截至Q1末伯克希尔持仓总市值为3320亿美元,所持苹果股票市值为1354亿美元(此前股东大会已宣布)。截至收盘,苹果(AAPL)报189.72美元,涨幅1.22%,市值2.9万亿美元。—-巴菲特一季度又已大幅减持了苹果1.16亿股,持仓占比已降至了40%。 增加了现金比例到2000多亿美金了。 —-显示了巴菲特已大幅减持科技股,正在从美股科技股中撤退,持仓风格更加保守了。最新的消息是,除了大幅减持了苹果,还清仓了惠普,然后大手笔买入安达保险,增持西方石油,这类股票明显是受益于高通胀的。—转。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306615075217552","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306613527777424,"gmtCreate":1715866889682,"gmtModify":1715866891184,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 站在当前时点,AI下游的各个赛道机会是肯定的,比如像特斯拉入局人形机器人产业,带动机器人产业链快速发展。智能驾驶也是一样","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 站在当前时点,AI下游的各个赛道机会是肯定的,比如像特斯拉入局人形机器人产业,带动机器人产业链快速发展。智能驾驶也是一样","text":"$特斯拉(TSLA)$ 站在当前时点,AI下游的各个赛道机会是肯定的,比如像特斯拉入局人形机器人产业,带动机器人产业链快速发展。智能驾驶也是一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306613527777424","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306248275488912,"gmtCreate":1715777716760,"gmtModify":1715777718622,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 昨天美股盘前试图截到<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 最高点,最高162%,截到了161.839%,可见如果要想卖到顶部区域需要跟踪止盈","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 昨天美股盘前试图截到<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 最高点,最高162%,截到了161.839%,可见如果要想卖到顶部区域需要跟踪止盈","text":"$游戏驿站(GME)$ 昨天美股盘前试图截到$游戏驿站(GME)$ 最高点,最高162%,截到了161.839%,可见如果要想卖到顶部区域需要跟踪止盈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306248275488912","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306246227738768,"gmtCreate":1715777216821,"gmtModify":1715777218722,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 苹果、波音 <a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> 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我们和美团一直有合作。根据我们合作的情况来看,一季度不知道,美团二季度业绩要炸裂的好。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v> 我们和美团一直有合作。根据我们合作的情况来看,一季度不知道,美团二季度业绩要炸裂的好。","text":"$美团-W(03690)$ 我们和美团一直有合作。根据我们合作的情况来看,一季度不知道,美团二季度业绩要炸裂的好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/305888914800784","isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305886084640912,"gmtCreate":1715689291261,"gmtModify":1715691919349,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v 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拼多多最新股权结构数据:总股本:最新股本13.88亿股,上年股本13.28亿股,同比增加6018万股,增加4.5%。股东持股变化:黄铮最新持股3.52亿股,持股数同比保持不变,持股比例从26.5%降低到25.4%;腾讯最新持股1.95亿股,持股数同比保持不变,持股比例从14.7%降低到14.1%;拼多多合伙人持股9269万股,持股数同比保持不变,持股比例从7.0%降低到6.7%。点评:1、拼多多员工期权发放比例和金额都很大;2、拼多多为了保持战斗力,应该对核心管理层的减持要求很高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305886084640912","isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299069281968152,"gmtCreate":1714049501231,"gmtModify":1714050383515,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> 靠,第一次买股票后这么快就赚了10%了 谢谢B站赞助旅行。我知足了,该回去了。 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减半后的矿工手续费,涨的太夸张了,居然有23个比特币","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298348302033024","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298345833054344,"gmtCreate":1713876709870,"gmtModify":1713876724308,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 理想汽车的三个年度问题:今年能卖到60万台吗?毛利率能维持在20%以上吗?800家新门店如期扩张吗?能回答了,再考虑是否介入。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 理想汽车的三个年度问题:今年能卖到60万台吗?毛利率能维持在20%以上吗?800家新门店如期扩张吗?能回答了,再考虑是否介入。","text":"$理想汽车(LI)$ 理想汽车的三个年度问题:今年能卖到60万台吗?毛利率能维持在20%以上吗?800家新门店如期扩张吗?能回答了,再考虑是否介入。","images":[{"img":"https://static.tigerbbs.com/d8c91aab23cb5a833617456b4997d1ed","width":"975","height":"1009"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298345833054344","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295994698924264,"gmtCreate":1713273251626,"gmtModify":1713273264771,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 过分了吧?真的值四千多亿市值吗?国内的浪潮才几百亿,都是组装厂差别真大","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v> 过分了吧?真的值四千多亿市值吗?国内的浪潮才几百亿,都是组装厂差别真大","text":"$超微电脑(SMCI)$ 过分了吧?真的值四千多亿市值吗?国内的浪潮才几百亿,都是组装厂差别真大","images":[{"img":"https://static.tigerbbs.com/9a4b4b0cdf1fb7de4381fd952c83917f","width":"1357","height":"795"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295994698924264","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295990840340640,"gmtCreate":1713272410650,"gmtModify":1713272415260,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 拼多多的竞争优势在于其独特的产品设计、社交电商模式、C2M模式、下沉市场的战略布局、品牌化与农业上行战略的推进,以及强大的供应链和不断创新的业务模式。这些因素共同构成了拼多多在激烈竞争的电商市场中的核心竞争力。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 拼多多的竞争优势在于其独特的产品设计、社交电商模式、C2M模式、下沉市场的战略布局、品牌化与农业上行战略的推进,以及强大的供应链和不断创新的业务模式。这些因素共同构成了拼多多在激烈竞争的电商市场中的核心竞争力。","text":"$拼多多(PDD)$ 拼多多的竞争优势在于其独特的产品设计、社交电商模式、C2M模式、下沉市场的战略布局、品牌化与农业上行战略的推进,以及强大的供应链和不断创新的业务模式。这些因素共同构成了拼多多在激烈竞争的电商市场中的核心竞争力。","images":[{"img":"https://static.tigerbbs.com/90d485cf58e0507c04f4da4b595ea7f4","width":"471","height":"279"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295990840340640","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295642747027688,"gmtCreate":1713187325869,"gmtModify":1713190047749,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"客观上来讲,腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 投资的可预见度确实不高,但 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就目前看并没有很明显的犯错,这属于腾讯不确定的地方,但这也不妨碍大道小额投资腾讯,毕竟腾讯依然是大道认为十年以后更好,二十年以后90%概率更好的企业。","images":[{"img":"https://static.tigerbbs.com/e5da8b7edb8b645f2aa54b97c2bccdf0","width":"1023","height":"807"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295642747027688","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295640544243944,"gmtCreate":1713186788080,"gmtModify":1713186792100,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"用FSD开了一周,车辆在后台上传了260GB数据。保有量百万辆之巨的Model 3/Y收集的海量数据,被投入特斯拉的超算中心(其中的训练卡大部分来自英伟达)后不断产出能力更强的算法。在这些新算法推送至特斯拉车上时,成千上万的车主又免费充当了自动驾驶系统的测试员和安全员,试出新的bug,生成新的数据,为算法的下一次迭代作出贡献。在一次次的循环中,自动驾驶需要面对的无数“Corner 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data-views=\"0\"></v-v>","text":"用FSD开了一周,车辆在后台上传了260GB数据。保有量百万辆之巨的Model 3/Y收集的海量数据,被投入特斯拉的超算中心(其中的训练卡大部分来自英伟达)后不断产出能力更强的算法。在这些新算法推送至特斯拉车上时,成千上万的车主又免费充当了自动驾驶系统的测试员和安全员,试出新的bug,生成新的数据,为算法的下一次迭代作出贡献。在一次次的循环中,自动驾驶需要面对的无数“Corner Case”:小到电瓶车鬼探头、各种形状的水泥墩,大到重庆这种8D城市路况,或者是红绿灯识别这种极易出错的重灾区,才能被逐步化解。而在英伟达和奔驰的组合中,奔驰不可能(也做不到)将所有车辆采集的数据共享,无车可卖的英伟达则只有少部分测试车用于数据收集,也没有足够的人手和车队规模,对算法进行高频率的测试验证迭代。自动驾驶行业将这套面向大量用户收集数据——改进算法——测试验证——全量推送的流程把控总结为工程能力。不幸的是,英伟达的核心能力一直是“卖卡”,以及围绕芯片产品的软件工具开发,而非苦哈哈地干工程。眼看着奔驰2024年落地的deadline逼近,黄仁勋只能再度请求场外支援。那么,能半夜起来改Demo、24小时在后方待命的工程师在哪呢? $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295640544243944","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440897161812160","authorId":"3440897161812160","name":"james duan","avatar":"https://static.tigerbbs.com/748597b1707195ac7f0d050b2d351795","crmLevel":1,"crmLevelSwitch":0},"content":"如果英伟达什么都能干 还要特斯拉干嘛","text":"如果英伟达什么都能干 还要特斯拉干嘛","html":"如果英伟达什么都能干 还要特斯拉干嘛"}],"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},"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":196,"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":3,"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":294512213729368,"gmtCreate":1712928300743,"gmtModify":1712928987924,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我相对更看好机器人,现在人形机器人还在产业早期,但预计以特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 为引领的一批企业将在1-2年实现小批量,未来的发展空间还很大的。","listText":"我相对更看好机器人,现在人形机器人还在产业早期,但预计以特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 为引领的一批企业将在1-2年实现小批量,未来的发展空间还很大的。","text":"我相对更看好机器人,现在人形机器人还在产业早期,但预计以特斯拉 $特斯拉(TSLA)$ 为引领的一批企业将在1-2年实现小批量,未来的发展空间还很大的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294512213729368","isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293862790537392,"gmtCreate":1712748806952,"gmtModify":1712749093975,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"昨日 <a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$</a> 收盘价最高22倍溢价,居然还有人想冲,比起美股的疯狂,大A的日经0.2的溢价也就是洒洒水啦","listText":"昨日 <a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$</a> 收盘价最高22倍溢价,居然还有人想冲,比起美股的疯狂,大A的日经0.2的溢价也就是洒洒水啦","text":"昨日 $Destiny Tech100 Inc(DXYZ)$ 收盘价最高22倍溢价,居然还有人想冲,比起美股的疯狂,大A的日经0.2的溢价也就是洒洒水啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293862790537392","isVote":1,"tweetType":1,"viewCount":549,"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},"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":792,"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":284282362314768,"gmtCreate":1710421249606,"gmtModify":1710421251848,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"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":1570,"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},"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":196,"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":3,"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},"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":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"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},"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":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"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},"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":349,"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},"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":2470,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3441288183785100","authorId":"3441288183785100","name":"shuijingy","avatar":"https://static.tigerbbs.com/6f3a71929e99e498b7e1d5df900912ce","crmLevel":4,"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},"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":3282,"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":284279068921872,"gmtCreate":1710420445555,"gmtModify":1710420450668,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"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":525,"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},"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 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","listText":"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 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","text":"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 $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/281413785423944","isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4171162463355482","authorId":"4171162463355482","name":"梁志刚他奶奶","avatar":"https://static.tigerbbs.com/36e60c9867d574deb7e9fa20fd9eb27d","crmLevel":5,"crmLevelSwitch":0},"content":"哈哈哈,nvda赚的给tsla补贴家用","text":"哈哈哈,nvda赚的给tsla补贴家用","html":"哈哈哈,nvda赚的给tsla补贴家用"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279617779494928,"gmtCreate":1709296900243,"gmtModify":1709296904337,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"听说这家伙下周要炒作成为标普500成分股,不知道是不是真的 <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v 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$超微电脑(SMCI)$","images":[{"img":"https://static.tigerbbs.com/69c4f4b2dbbaee1b639daa1769438430","width":"417","height":"295"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/279617779494928","isVote":1,"tweetType":1,"viewCount":1874,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0},"content":"你这预测牛,但是估计你没买,可惜。要是我早知道,买call","text":"你这预测牛,但是估计你没买,可惜。要是我早知道,买call","html":"你这预测牛,但是估计你没买,可惜。要是我早知道,买call"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306962594431120,"gmtCreate":1715952111033,"gmtModify":1715952610694,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <v-v data-views=\"0\"></v-v> 粉饰过的财报准备忽悠谁呢?华尔街资本可不吃你这套。营收停滞,净利润下滑严重,再这样持续7个季度,不用2年,我估摸连200亿美刀都不值吧。赶紧裁你的中高层吧,别婆婆妈妈了。","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <v-v data-views=\"0\"></v-v> 粉饰过的财报准备忽悠谁呢?华尔街资本可不吃你这套。营收停滞,净利润下滑严重,再这样持续7个季度,不用2年,我估摸连200亿美刀都不值吧。赶紧裁你的中高层吧,别婆婆妈妈了。","text":"$百度(BIDU)$ $百度集团-SW(09888)$ 粉饰过的财报准备忽悠谁呢?华尔街资本可不吃你这套。营收停滞,净利润下滑严重,再这样持续7个季度,不用2年,我估摸连200亿美刀都不值吧。赶紧裁你的中高层吧,别婆婆妈妈了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306962594431120","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491983881642860","authorId":"3491983881642860","name":"老虎喜欢吃花生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"现金、等价物、短期投资不还有250亿美金吗 这个会有水分吗","text":"现金、等价物、短期投资不还有250亿美金吗 这个会有水分吗","html":"现金、等价物、短期投资不还有250亿美金吗 这个会有水分吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263318570995776,"gmtCreate":1705317620069,"gmtModify":1705324247920,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"拼多多的黄峥是难得的多次成功的连续创业者,曾经在06年随段永平一起参与老巴的慈善午餐会,这次午餐对他产生了深远的影响,他从老巴那里学到了关于投资和商业的许多智慧,这些经验后来在他的创业生涯中发挥了重要作用。拼多多以高效的管理人效著称,据相关资料,拼多多当前一万人左右,阿里大概25万,京东是38万。这里不由想起了轻资产高ROE的模式了,让人不由喜欢 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","listText":"拼多多的黄峥是难得的多次成功的连续创业者,曾经在06年随段永平一起参与老巴的慈善午餐会,这次午餐对他产生了深远的影响,他从老巴那里学到了关于投资和商业的许多智慧,这些经验后来在他的创业生涯中发挥了重要作用。拼多多以高效的管理人效著称,据相关资料,拼多多当前一万人左右,阿里大概25万,京东是38万。这里不由想起了轻资产高ROE的模式了,让人不由喜欢 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","text":"拼多多的黄峥是难得的多次成功的连续创业者,曾经在06年随段永平一起参与老巴的慈善午餐会,这次午餐对他产生了深远的影响,他从老巴那里学到了关于投资和商业的许多智慧,这些经验后来在他的创业生涯中发挥了重要作用。拼多多以高效的管理人效著称,据相关资料,拼多多当前一万人左右,阿里大概25万,京东是38万。这里不由想起了轻资产高ROE的模式了,让人不由喜欢 $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/263318570995776","isVote":1,"tweetType":1,"viewCount":2184,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493114420739467","authorId":"3493114420739467","name":"国俊_5514","avatar":"https://static.tigerbbs.com/8de73b8a08c1cc12a3e076ed20e9953e","crmLevel":1,"crmLevelSwitch":0},"content":"有啥意思?小偷一个人也可以创业,可以一夜暴富","text":"有啥意思?小偷一个人也可以创业,可以一夜暴富","html":"有啥意思?小偷一个人也可以创业,可以一夜暴富"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":262580827586600,"gmtCreate":1705137578558,"gmtModify":1705137580771,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"每次股价跌了唱空的声音就多了,其实只要想明白一点,中国目前人均咖啡消费量只能对标日韩上世纪70年代水平,瑞幸又是当之无愧的国民咖啡品牌,就没什么好担心短期股价的了…. <a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>","listText":"每次股价跌了唱空的声音就多了,其实只要想明白一点,中国目前人均咖啡消费量只能对标日韩上世纪70年代水平,瑞幸又是当之无愧的国民咖啡品牌,就没什么好担心短期股价的了…. <a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>","text":"每次股价跌了唱空的声音就多了,其实只要想明白一点,中国目前人均咖啡消费量只能对标日韩上世纪70年代水平,瑞幸又是当之无愧的国民咖啡品牌,就没什么好担心短期股价的了…. $瑞幸咖啡(LKNCY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/262580827586600","isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558036244795350","authorId":"3558036244795350","name":"奋斗的法斗","avatar":"https://static.tigerbbs.com/b7f438ff0c9fa3556e09f7fbc5280a3b","crmLevel":3,"crmLevelSwitch":0},"content":"瑞幸是不是国民品牌还有待观察吧?国人对低价咖啡的忠诚度有多大,需要时间验证;现在最主要还是竞争激烈,8.8、5 元的咖啡会流失一大部分消费者","text":"瑞幸是不是国民品牌还有待观察吧?国人对低价咖啡的忠诚度有多大,需要时间验证;现在最主要还是竞争激烈,8.8、5 元的咖啡会流失一大部分消费者","html":"瑞幸是不是国民品牌还有待观察吧?国人对低价咖啡的忠诚度有多大,需要时间验证;现在最主要还是竞争激烈,8.8、5 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},"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。 $美国超微公司(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/249954191093784","isVote":1,"tweetType":1,"viewCount":1292,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0},"content":"明年1~2季订单产能出来后,价跌战可能开始了,必竟GPU晶片卖价太暴利了","text":"明年1~2季订单产能出来后,价跌战可能开始了,必竟GPU晶片卖价太暴利了","html":"明年1~2季订单产能出来后,价跌战可能开始了,必竟GPU晶片卖价太暴利了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220532607266832,"gmtCreate":1694870500839,"gmtModify":1694870501901,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"理想可以收摊了,这次是真正遇到强敌了。这是压倒性的优势啊! 靠营销靠噱头走不远的,百年豪车BBA都在倒闭倒计时。 小鹏和华为能活到下一轮,其他的真不好说 <a 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巴菲特旗下伯克希尔哈撒韦提交的13F美股持仓文件显示,一季度伯克希尔增持西方石油430万股,清仓惠普,减持苹果1.16亿股,持仓占比降至40%,买入2592万股建仓安达保险。截至Q1末伯克希尔持仓总市值为3320亿美元,所持苹果股票市值为1354亿美元(此前股东大会已宣布)。截至收盘,苹果(AAPL)报189.72美元,涨幅1.22%,市值2.9万亿美元。—-巴菲特一季度又已大幅减持了苹果1.16亿股,持仓占比已降至了40%。 增加了现金比例到2000多亿美金了。 —-显示了巴菲特已大幅减持科技股,正在从美股科技股中撤退,持仓风格更加保守了。最新的消息是,除了大幅减持了苹果,还清仓了惠普,然后大手笔买入安达保险,增持西方石油,这类股票明显是受益于高通胀的。—转。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306615075217552","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285326512943136,"gmtCreate":1710666758154,"gmtModify":1710666759714,"author":{"id":"3479274684385899","authorId":"3479274684385899","name":"meigu333","avatar":"https://static.laohu8.com/picture3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"未来收涨站稳129,将步入正轨。如果日线这两天拉回来。那么昨天121就是一个周k的低点,看看后续的情况 <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings 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