+关注
股谈
暂无个人介绍
IP属地:未知
7
关注
38
粉丝
0
主题
0
勋章
主贴
热门
股谈
06-01 09:49
$Innovative Eyewear, Inc.(LUCY)$
跌则买,涨则弃买。万不可追也。折价委托以守株待兔也!
股谈
06-01 09:42
$美团-W(03690)$
美团的估值主要看它一季度的财报预期,卖菜业务减亏,盈利增长还是有保障的。。目前估值基本合理
股谈
06-01 09:36
$Coinbase Global, Inc.(COIN)$
市场情绪一旦修复,交易额弹性是远高于价格变化的。大饼创造ATH后,coin也会快速跟上创造ATH
股谈
06-01 09:28
$Faraday Future(FFIE)$
股本增加十倍,故意压着财报不披露。割韭菜完了迫不得已才披露。退市概率百分之百,各位还存有幻想的好自为之
股谈
05-29
$美国超微公司(AMD)$
率先掀起价格战的幻方DeepSeek-V2,就是其通过架构创新,实现了大模型成本尤其是推理成本下降的结果。据为DeepSeek提供运维技术支持的AMD相关人士表示,DeepSeek-V2采用稀疏MoE架构进行了共享专家等改进,节约了42.5%的训练成本。
股谈
05-29
$游戏驿站(GME)$
meme股玩的就是心跳,昨晚成交额24亿,法拉第1亿,差距太大了,贾会计快出来吹吹。
股谈
05-27
$戴尔(DELL)$
美国科技股厉害啊,做PC起家的DELL,2023年上涨95.8%,今年才5个月,又涨了111%;1年半从38涨到160.因为人家转型了,投向AI和云计算。中国(美国?)的联想,去年大涨78%,今年就不行了。
股谈
05-27
$英伟达(NVDA)$
aigc所带动的浪潮,是对语言进行处理。这是有天花板的,自然语言是有天花板的。对于ai长期发展,是要通过视觉和环境进行交互,进而学习现实世界的。硬件还远远不够,sora只是个开头,ai需要超越自然语言去跟真实世界交互学习。TPU远期看是不如GPU的,英伟达身为巨头还会持续好多年。
股谈
05-20
$蔚来(NIO)$
$蔚来(NIO.SI)$
理想
$理想汽车(LI)$
的市值不应该高于蔚来,蔚来的销量起来了,很快就会跟理想差不多。而蔚来可是纯电豪华品牌啊,还有独特的差异化竞争力。从长期来看,蔚来的发展空间很大,蔚来+乐道+全球化+自研电池和芯片+换电BaaS,很牛的布局和创新。
股谈
05-20
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
单论电商,阿里的牌面也是最全的,只要一个懂消费者产品的人稍加整合即可,目前可见的在变好
股谈
05-17
$美国超微公司(AMD)$
MI300X AI 芯片集群平台( 作为
$英伟达(NVDA)$
H100之外的选择。预计微软将在下周的 Build 开发者大会上提供详细信息。这个消息对AMD来说是短线利好,更重要的是,有力地抵消了前一阵对AMD的不利传言(微软消减AMD的GPU订单)
股谈
05-17
$游戏驿站(GME)$
游戏驿站(GME.N)申请出售至多4500万股股票。游戏驿站(GME.N)盘前跌幅扩大至22%。看来还是要跟我大A股东学习,这是应该放出利好消息,把股价拉高再卖呀
股谈
05-16
$Marathon Digital Holdings Inc(MARA)$
哎,矿股没有大饼一起反弹,mara和iren我选择各减仓30%,换成两倍coin
$Coinbase Global, Inc.(COIN)$
了
股谈
05-16
$AMC院线(AMC)$
这公司这波迷之操作,还是神操作? 竟然敢用双刃剑了。派发卖票。好坏参半,但对公司还是好事(至少没那么容易破产了……)那可能就是损失了点涨的爆发力,但是从另外一个角度看,那这股票目前还是低估了
股谈
05-15
$游戏驿站(GME)$
感觉今天应该向下波动多一些。挂了个29.99的买单。不知道能不能成交。其实今天极限是在25-27之间的,如果真能到再加仓。
股谈
05-15
$苹果(AAPL)$
苹果1万亿市值?我从来不关心这个,我只关心它赚钱的能力。买公司,是不打算卖的,除非它盈利能力改变,或者有更好的标的,自己很懂,价格又很低。
股谈
05-14
$美团-W(03690)$
恭喜~美团已经攻下香港外卖市场了,下一步要攻**东?据36氪,在这个大厂们都削尖了脑袋想出海的时候,美团不声不响拿下了香港外卖平台市占率第一的位置。市场调研机构Measurable AI发布的最新数据显示,美团在中国香港的业务KeeTa已反超两个竞对,按订单量计算,到2024年3月,KeeTa市场份额达到44%,跃升为全港第一大外卖平台;Foodpanda为35%,Deliveroo为21% 。算算时间,这距离KeeTa在香港上线满打满算也才一年。
股谈
05-14
$苹果(AAPL)$
天下没有难做的生意,对于苹果而言。因为苹果手握全世界最有消费能力的用户群:超过22亿的活跃设备和超过10亿的服务用户。这两个数量还在增加。
股谈
05-14
$Faraday Future(FFIE)$
网红和造车不同,网红是什么都可以卖的,在于本身的流量,贾跃亭是自带流量,法拉第未来这种市值1000万的股天天在热榜本身就是不正常,无论是脑残粉还是黑粉,有粉就有价值。
股谈
04-25
$苹果(AAPL)$
普遍高估,苹果低估。可以跟踪,因为未来AI智能时代,他们是引领者,也是受益者。
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3479274805397697,"uuid":"3479274805397697","gmtCreate":1516355069563,"gmtModify":1626928964388,"name":"股谈","pinyin":"gtgutan","introduction":"-","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/picture164","hat":null,"hatId":null,"hatName":null,"vip":1,"status":11,"fanSize":38,"headSize":7,"tweetSize":268,"questionSize":0,"limitLevel":900,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":312030322962600,"gmtCreate":1717206572041,"gmtModify":1717206575483,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LUCY\">$Innovative Eyewear, Inc.(LUCY)$</a> <v-v data-views=\"1\"></v-v> 跌则买,涨则弃买。万不可追也。折价委托以守株待兔也!","listText":"<a href=\"https://laohu8.com/S/LUCY\">$Innovative Eyewear, Inc.(LUCY)$</a> <v-v data-views=\"1\"></v-v> 跌则买,涨则弃买。万不可追也。折价委托以守株待兔也!","text":"$Innovative Eyewear, Inc.(LUCY)$ 跌则买,涨则弃买。万不可追也。折价委托以守株待兔也!","images":[{"img":"https://static.tigerbbs.com/5c25952e9e6fff81b650faffa1977578","width":"365","height":"159"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312030322962600","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":312028634337448,"gmtCreate":1717206159780,"gmtModify":1717207954036,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v> 美团的估值主要看它一季度的财报预期,卖菜业务减亏,盈利增长还是有保障的。。目前估值基本合理","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v> 美团的估值主要看它一季度的财报预期,卖菜业务减亏,盈利增长还是有保障的。。目前估值基本合理","text":"$美团-W(03690)$ 美团的估值主要看它一季度的财报预期,卖菜业务减亏,盈利增长还是有保障的。。目前估值基本合理","images":[{"img":"https://static.tigerbbs.com/e18044aca21ff02279dbf5b416ef0253","width":"1059","height":"783"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312028634337448","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":312026542395440,"gmtCreate":1717205777112,"gmtModify":1717205778629,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","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> 市场情绪一旦修复,交易额弹性是远高于价格变化的。大饼创造ATH后,coin也会快速跟上创造ATH","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v> 市场情绪一旦修复,交易额弹性是远高于价格变化的。大饼创造ATH后,coin也会快速跟上创造ATH","text":"$Coinbase Global, Inc.(COIN)$ 市场情绪一旦修复,交易额弹性是远高于价格变化的。大饼创造ATH后,coin也会快速跟上创造ATH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312026542395440","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312024538759216,"gmtCreate":1717205287943,"gmtModify":1717205289630,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","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> 股本增加十倍,故意压着财报不披露。割韭菜完了迫不得已才披露。退市概率百分之百,各位还存有幻想的好自为之","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 股本增加十倍,故意压着财报不披露。割韭菜完了迫不得已才披露。退市概率百分之百,各位还存有幻想的好自为之","text":"$Faraday Future(FFIE)$ 股本增加十倍,故意压着财报不披露。割韭菜完了迫不得已才披露。退市概率百分之百,各位还存有幻想的好自为之","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312024538759216","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481586686372684","authorId":"3481586686372684","name":"遥望星空2050","avatar":"https://static.tigerbbs.com/d6b8ee9075732ea76476816e3c815d88","crmLevel":8,"crmLevelSwitch":0},"content":"自己空不就得了,还提醒别人干嘛,闷声发大财","text":"自己空不就得了,还提醒别人干嘛,闷声发大财","html":"自己空不就得了,还提醒别人干嘛,闷声发大财"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311128163360816,"gmtCreate":1716977546644,"gmtModify":1716977548321,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 率先掀起价格战的幻方DeepSeek-V2,就是其通过架构创新,实现了大模型成本尤其是推理成本下降的结果。据为DeepSeek提供运维技术支持的AMD相关人士表示,DeepSeek-V2采用稀疏MoE架构进行了共享专家等改进,节约了42.5%的训练成本。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> 率先掀起价格战的幻方DeepSeek-V2,就是其通过架构创新,实现了大模型成本尤其是推理成本下降的结果。据为DeepSeek提供运维技术支持的AMD相关人士表示,DeepSeek-V2采用稀疏MoE架构进行了共享专家等改进,节约了42.5%的训练成本。","text":"$美国超微公司(AMD)$ 率先掀起价格战的幻方DeepSeek-V2,就是其通过架构创新,实现了大模型成本尤其是推理成本下降的结果。据为DeepSeek提供运维技术支持的AMD相关人士表示,DeepSeek-V2采用稀疏MoE架构进行了共享专家等改进,节约了42.5%的训练成本。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311128163360816","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311126997180584,"gmtCreate":1716977151212,"gmtModify":1716977152824,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> <v-v data-views=\"1\"></v-v> meme股玩的就是心跳,昨晚成交额24亿,法拉第1亿,差距太大了,贾会计快出来吹吹。","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> <v-v data-views=\"1\"></v-v> meme股玩的就是心跳,昨晚成交额24亿,法拉第1亿,差距太大了,贾会计快出来吹吹。","text":"$游戏驿站(GME)$ meme股玩的就是心跳,昨晚成交额24亿,法拉第1亿,差距太大了,贾会计快出来吹吹。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311126997180584","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310472586649768,"gmtCreate":1716817383016,"gmtModify":1716817385402,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> <v-v data-views=\"1\"></v-v> 美国科技股厉害啊,做PC起家的DELL,2023年上涨95.8%,今年才5个月,又涨了111%;1年半从38涨到160.因为人家转型了,投向AI和云计算。中国(美国?)的联想,去年大涨78%,今年就不行了。","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> <v-v data-views=\"1\"></v-v> 美国科技股厉害啊,做PC起家的DELL,2023年上涨95.8%,今年才5个月,又涨了111%;1年半从38涨到160.因为人家转型了,投向AI和云计算。中国(美国?)的联想,去年大涨78%,今年就不行了。","text":"$戴尔(DELL)$ 美国科技股厉害啊,做PC起家的DELL,2023年上涨95.8%,今年才5个月,又涨了111%;1年半从38涨到160.因为人家转型了,投向AI和云计算。中国(美国?)的联想,去年大涨78%,今年就不行了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310472586649768","isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310467255525424,"gmtCreate":1716816192192,"gmtModify":1716816194253,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> aigc所带动的浪潮,是对语言进行处理。这是有天花板的,自然语言是有天花板的。对于ai长期发展,是要通过视觉和环境进行交互,进而学习现实世界的。硬件还远远不够,sora只是个开头,ai需要超越自然语言去跟真实世界交互学习。TPU远期看是不如GPU的,英伟达身为巨头还会持续好多年。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> aigc所带动的浪潮,是对语言进行处理。这是有天花板的,自然语言是有天花板的。对于ai长期发展,是要通过视觉和环境进行交互,进而学习现实世界的。硬件还远远不够,sora只是个开头,ai需要超越自然语言去跟真实世界交互学习。TPU远期看是不如GPU的,英伟达身为巨头还会持续好多年。","text":"$英伟达(NVDA)$ aigc所带动的浪潮,是对语言进行处理。这是有天花板的,自然语言是有天花板的。对于ai长期发展,是要通过视觉和环境进行交互,进而学习现实世界的。硬件还远远不够,sora只是个开头,ai需要超越自然语言去跟真实世界交互学习。TPU远期看是不如GPU的,英伟达身为巨头还会持续好多年。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310467255525424","isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308019766976656,"gmtCreate":1716210209799,"gmtModify":1716210213093,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","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> 理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 的市值不应该高于蔚来,蔚来的销量起来了,很快就会跟理想差不多。而蔚来可是纯电豪华品牌啊,还有独特的差异化竞争力。从长期来看,蔚来的发展空间很大,蔚来+乐道+全球化+自研电池和芯片+换电BaaS,很牛的布局和创新。","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> 理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 的市值不应该高于蔚来,蔚来的销量起来了,很快就会跟理想差不多。而蔚来可是纯电豪华品牌啊,还有独特的差异化竞争力。从长期来看,蔚来的发展空间很大,蔚来+乐道+全球化+自研电池和芯片+换电BaaS,很牛的布局和创新。","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ 理想 $理想汽车(LI)$ 的市值不应该高于蔚来,蔚来的销量起来了,很快就会跟理想差不多。而蔚来可是纯电豪华品牌啊,还有独特的差异化竞争力。从长期来看,蔚来的发展空间很大,蔚来+乐道+全球化+自研电池和芯片+换电BaaS,很牛的布局和创新。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308019766976656","isVote":1,"tweetType":1,"viewCount":2073,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575804616438794","authorId":"3575804616438794","name":"我要蔚蔚","avatar":"https://static.tigerbbs.com/baef826607831663b94a598fdd0d29ba","crmLevel":1,"crmLevelSwitch":0},"content":"看毛利,看毛利,看毛利","text":"看毛利,看毛利,看毛利","html":"看毛利,看毛利,看毛利"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308018032779408,"gmtCreate":1716209786411,"gmtModify":1716209788135,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","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=\"1\"></v-v> 单论电商,阿里的牌面也是最全的,只要一个懂消费者产品的人稍加整合即可,目前可见的在变好","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=\"1\"></v-v> 单论电商,阿里的牌面也是最全的,只要一个懂消费者产品的人稍加整合即可,目前可见的在变好","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 单论电商,阿里的牌面也是最全的,只要一个懂消费者产品的人稍加整合即可,目前可见的在变好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308018032779408","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306963557527576,"gmtCreate":1715952211884,"gmtModify":1715952214145,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> MI300X AI 芯片集群平台( 作为<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> H100之外的选择。预计微软将在下周的 Build 开发者大会上提供详细信息。这个消息对AMD来说是短线利好,更重要的是,有力地抵消了前一阵对AMD的不利传言(微软消减AMD的GPU订单)","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> MI300X AI 芯片集群平台( 作为<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> H100之外的选择。预计微软将在下周的 Build 开发者大会上提供详细信息。这个消息对AMD来说是短线利好,更重要的是,有力地抵消了前一阵对AMD的不利传言(微软消减AMD的GPU订单)","text":"$美国超微公司(AMD)$ MI300X AI 芯片集群平台( 作为$英伟达(NVDA)$ H100之外的选择。预计微软将在下周的 Build 开发者大会上提供详细信息。这个消息对AMD来说是短线利好,更重要的是,有力地抵消了前一阵对AMD的不利传言(微软消减AMD的GPU订单)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306963557527576","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306961201250448,"gmtCreate":1715951770901,"gmtModify":1715951772853,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 游戏驿站(GME.N)申请出售至多4500万股股票。游戏驿站(GME.N)盘前跌幅扩大至22%。看来还是要跟我大A股东学习,这是应该放出利好消息,把股价拉高再卖呀","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 游戏驿站(GME.N)申请出售至多4500万股股票。游戏驿站(GME.N)盘前跌幅扩大至22%。看来还是要跟我大A股东学习,这是应该放出利好消息,把股价拉高再卖呀","text":"$游戏驿站(GME)$ 游戏驿站(GME.N)申请出售至多4500万股股票。游戏驿站(GME.N)盘前跌幅扩大至22%。看来还是要跟我大A股东学习,这是应该放出利好消息,把股价拉高再卖呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306961201250448","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306616078663704,"gmtCreate":1715867378177,"gmtModify":1715867379913,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 哎,矿股没有大饼一起反弹,mara和iren我选择各减仓30%,换成两倍coin <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 了","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 哎,矿股没有大饼一起反弹,mara和iren我选择各减仓30%,换成两倍coin <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 了","text":"$Marathon Digital Holdings Inc(MARA)$ 哎,矿股没有大饼一起反弹,mara和iren我选择各减仓30%,换成两倍coin $Coinbase Global, Inc.(COIN)$ 了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306616078663704","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306614714966040,"gmtCreate":1715867045243,"gmtModify":1715867050563,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> <v-v data-views=\"1\"></v-v> 这公司这波迷之操作,还是神操作? 竟然敢用双刃剑了。派发卖票。好坏参半,但对公司还是好事(至少没那么容易破产了……)那可能就是损失了点涨的爆发力,但是从另外一个角度看,那这股票目前还是低估了","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> <v-v data-views=\"1\"></v-v> 这公司这波迷之操作,还是神操作? 竟然敢用双刃剑了。派发卖票。好坏参半,但对公司还是好事(至少没那么容易破产了……)那可能就是损失了点涨的爆发力,但是从另外一个角度看,那这股票目前还是低估了","text":"$AMC院线(AMC)$ 这公司这波迷之操作,还是神操作? 竟然敢用双刃剑了。派发卖票。好坏参半,但对公司还是好事(至少没那么容易破产了……)那可能就是损失了点涨的爆发力,但是从另外一个角度看,那这股票目前还是低估了","images":[{"img":"https://static.tigerbbs.com/16dec111ce0cee9362a8054b092df2f6","width":"1255","height":"833"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306614714966040","isVote":1,"tweetType":1,"viewCount":1107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306248663617680,"gmtCreate":1715777811518,"gmtModify":1715777814283,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 感觉今天应该向下波动多一些。挂了个29.99的买单。不知道能不能成交。其实今天极限是在25-27之间的,如果真能到再加仓。","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 感觉今天应该向下波动多一些。挂了个29.99的买单。不知道能不能成交。其实今天极限是在25-27之间的,如果真能到再加仓。","text":"$游戏驿站(GME)$ 感觉今天应该向下波动多一些。挂了个29.99的买单。不知道能不能成交。其实今天极限是在25-27之间的,如果真能到再加仓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306248663617680","isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306246875320464,"gmtCreate":1715777374923,"gmtModify":1715777376928,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 苹果1万亿市值?我从来不关心这个,我只关心它赚钱的能力。买公司,是不打算卖的,除非它盈利能力改变,或者有更好的标的,自己很懂,价格又很低。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 苹果1万亿市值?我从来不关心这个,我只关心它赚钱的能力。买公司,是不打算卖的,除非它盈利能力改变,或者有更好的标的,自己很懂,价格又很低。","text":"$苹果(AAPL)$ 苹果1万亿市值?我从来不关心这个,我只关心它赚钱的能力。买公司,是不打算卖的,除非它盈利能力改变,或者有更好的标的,自己很懂,价格又很低。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306246875320464","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305889854615576,"gmtCreate":1715690077384,"gmtModify":1715690079709,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v> 恭喜~美团已经攻下香港外卖市场了,下一步要攻**东?据36氪,在这个大厂们都削尖了脑袋想出海的时候,美团不声不响拿下了香港外卖平台市占率第一的位置。市场调研机构Measurable AI发布的最新数据显示,美团在中国香港的业务KeeTa已反超两个竞对,按订单量计算,到2024年3月,KeeTa市场份额达到44%,跃升为全港第一大外卖平台;Foodpanda为35%,Deliveroo为21% 。算算时间,这距离KeeTa在香港上线满打满算也才一年。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v> 恭喜~美团已经攻下香港外卖市场了,下一步要攻**东?据36氪,在这个大厂们都削尖了脑袋想出海的时候,美团不声不响拿下了香港外卖平台市占率第一的位置。市场调研机构Measurable AI发布的最新数据显示,美团在中国香港的业务KeeTa已反超两个竞对,按订单量计算,到2024年3月,KeeTa市场份额达到44%,跃升为全港第一大外卖平台;Foodpanda为35%,Deliveroo为21% 。算算时间,这距离KeeTa在香港上线满打满算也才一年。","text":"$美团-W(03690)$ 恭喜~美团已经攻下香港外卖市场了,下一步要攻**东?据36氪,在这个大厂们都削尖了脑袋想出海的时候,美团不声不响拿下了香港外卖平台市占率第一的位置。市场调研机构Measurable AI发布的最新数据显示,美团在中国香港的业务KeeTa已反超两个竞对,按订单量计算,到2024年3月,KeeTa市场份额达到44%,跃升为全港第一大外卖平台;Foodpanda为35%,Deliveroo为21% 。算算时间,这距离KeeTa在香港上线满打满算也才一年。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305889854615576","isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305888085585944,"gmtCreate":1715689645492,"gmtModify":1715689647260,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>天下没有难做的生意,对于苹果而言。因为苹果手握全世界最有消费能力的用户群:超过22亿的活跃设备和超过10亿的服务用户。这两个数量还在增加。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>天下没有难做的生意,对于苹果而言。因为苹果手握全世界最有消费能力的用户群:超过22亿的活跃设备和超过10亿的服务用户。这两个数量还在增加。","text":"$苹果(AAPL)$ 天下没有难做的生意,对于苹果而言。因为苹果手握全世界最有消费能力的用户群:超过22亿的活跃设备和超过10亿的服务用户。这两个数量还在增加。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305888085585944","isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305885185462296,"gmtCreate":1715688937454,"gmtModify":1715691886781,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","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>网红和造车不同,网红是什么都可以卖的,在于本身的流量,贾跃亭是自带流量,法拉第未来这种市值1000万的股天天在热榜本身就是不正常,无论是脑残粉还是黑粉,有粉就有价值。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>网红和造车不同,网红是什么都可以卖的,在于本身的流量,贾跃亭是自带流量,法拉第未来这种市值1000万的股天天在热榜本身就是不正常,无论是脑残粉还是黑粉,有粉就有价值。","text":"$Faraday Future(FFIE)$ 网红和造车不同,网红是什么都可以卖的,在于本身的流量,贾跃亭是自带流量,法拉第未来这种市值1000万的股天天在热榜本身就是不正常,无论是脑残粉还是黑粉,有粉就有价值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305885185462296","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299066408300568,"gmtCreate":1714048799652,"gmtModify":1714048801218,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 普遍高估,苹果低估。可以跟踪,因为未来AI智能时代,他们是引领者,也是受益者。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 普遍高估,苹果低估。可以跟踪,因为未来AI智能时代,他们是引领者,也是受益者。","text":"$苹果(AAPL)$ 普遍高估,苹果低估。可以跟踪,因为未来AI智能时代,他们是引领者,也是受益者。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299066408300568","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":257284248752128,"gmtCreate":1703842216790,"gmtModify":1703842771533,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","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> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 其实这三支票都不好估值,谁说腾讯一定活的比阿里长,只是看上去竞争对手少一些,阿里巴巴多一些,那也只是看上去。阿里巴巴问题也不是一天两天的了。合理化叙事是人类进步也是很显愚蠢的地方,在没有因果的地方加强因果关系,因为 PDD 高速发展合理化阿里的保守和落后,跟大清王朝似的。我赌这个世界错了,阿里自然可以恢复自身的生存能力,社会的偏见对阿里其实是个好事。","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> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 其实这三支票都不好估值,谁说腾讯一定活的比阿里长,只是看上去竞争对手少一些,阿里巴巴多一些,那也只是看上去。阿里巴巴问题也不是一天两天的了。合理化叙事是人类进步也是很显愚蠢的地方,在没有因果的地方加强因果关系,因为 PDD 高速发展合理化阿里的保守和落后,跟大清王朝似的。我赌这个世界错了,阿里自然可以恢复自身的生存能力,社会的偏见对阿里其实是个好事。","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ $美团-W(03690)$ $腾讯控股(00700)$ 其实这三支票都不好估值,谁说腾讯一定活的比阿里长,只是看上去竞争对手少一些,阿里巴巴多一些,那也只是看上去。阿里巴巴问题也不是一天两天的了。合理化叙事是人类进步也是很显愚蠢的地方,在没有因果的地方加强因果关系,因为 PDD 高速发展合理化阿里的保守和落后,跟大清王朝似的。我赌这个世界错了,阿里自然可以恢复自身的生存能力,社会的偏见对阿里其实是个好事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":143,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/257284248752128","isVote":1,"tweetType":1,"viewCount":11306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312024538759216,"gmtCreate":1717205287943,"gmtModify":1717205289630,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","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> 股本增加十倍,故意压着财报不披露。割韭菜完了迫不得已才披露。退市概率百分之百,各位还存有幻想的好自为之","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 股本增加十倍,故意压着财报不披露。割韭菜完了迫不得已才披露。退市概率百分之百,各位还存有幻想的好自为之","text":"$Faraday Future(FFIE)$ 股本增加十倍,故意压着财报不披露。割韭菜完了迫不得已才披露。退市概率百分之百,各位还存有幻想的好自为之","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312024538759216","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481586686372684","authorId":"3481586686372684","name":"遥望星空2050","avatar":"https://static.tigerbbs.com/d6b8ee9075732ea76476816e3c815d88","crmLevel":8,"crmLevelSwitch":0},"content":"自己空不就得了,还提醒别人干嘛,闷声发大财","text":"自己空不就得了,还提醒别人干嘛,闷声发大财","html":"自己空不就得了,还提醒别人干嘛,闷声发大财"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234659175973000,"gmtCreate":1698315886840,"gmtModify":1698315905451,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 从投资的角度看,京东没有价值(不创造净现金流)。拼多多和阿里巴巴的模式能够创造现金流。拼多多人狠话不多,把很多阿里巴巴价值观认为不能做的事情给做了,整个团队很懂企业运营那一套东西,每一步操作都行云流水,但或许也是太懂了……拼多多一句话总结:不要对其未来现金流增长有过高预期,因为它透支太多的太多了。阿里一句话总结:机构庞大效率低动作缓慢(大企业病),今年有蛮多新动作,价值观好,不要对其未来有过低的预期。投资的话,这三家我选谁?一家都不选,该死的零售业!很难理解的是,怎么会有人买京东?投资是要买未来的现金流滴。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 从投资的角度看,京东没有价值(不创造净现金流)。拼多多和阿里巴巴的模式能够创造现金流。拼多多人狠话不多,把很多阿里巴巴价值观认为不能做的事情给做了,整个团队很懂企业运营那一套东西,每一步操作都行云流水,但或许也是太懂了……拼多多一句话总结:不要对其未来现金流增长有过高预期,因为它透支太多的太多了。阿里一句话总结:机构庞大效率低动作缓慢(大企业病),今年有蛮多新动作,价值观好,不要对其未来有过低的预期。投资的话,这三家我选谁?一家都不选,该死的零售业!很难理解的是,怎么会有人买京东?投资是要买未来的现金流滴。","text":"$拼多多(PDD)$ $京东(JD)$ $阿里巴巴(BABA)$ 从投资的角度看,京东没有价值(不创造净现金流)。拼多多和阿里巴巴的模式能够创造现金流。拼多多人狠话不多,把很多阿里巴巴价值观认为不能做的事情给做了,整个团队很懂企业运营那一套东西,每一步操作都行云流水,但或许也是太懂了……拼多多一句话总结:不要对其未来现金流增长有过高预期,因为它透支太多的太多了。阿里一句话总结:机构庞大效率低动作缓慢(大企业病),今年有蛮多新动作,价值观好,不要对其未来有过低的预期。投资的话,这三家我选谁?一家都不选,该死的零售业!很难理解的是,怎么会有人买京东?投资是要买未来的现金流滴。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/234659175973000","isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":9,"crmLevelSwitch":1},"content":"拼多多市值快赶上阿里了,国外的电商好像做的很火,虽然我很少拼多多买东西,国内软件界面眼花缭乱","text":"拼多多市值快赶上阿里了,国外的电商好像做的很火,虽然我很少拼多多买东西,国内软件界面眼花缭乱","html":"拼多多市值快赶上阿里了,国外的电商好像做的很火,虽然我很少拼多多买东西,国内软件界面眼花缭乱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285329665519648,"gmtCreate":1710667527826,"gmtModify":1710669663861,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"盈利就是香。从这个角度,理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 就是比蔚来 <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> 强。至于技术研发,点错科技树的话,研发投入的多少都没用啊。","listText":"盈利就是香。从这个角度,理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 就是比蔚来 <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> 强。至于技术研发,点错科技树的话,研发投入的多少都没用啊。","text":"盈利就是香。从这个角度,理想 $理想汽车(LI)$ 就是比蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 强。至于技术研发,点错科技树的话,研发投入的多少都没用啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/285329665519648","isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513037563840185","authorId":"3513037563840185","name":"小虎牙sister","avatar":"https://static.tigerbbs.com/0cdce559dbd14a48087c5dee14003071","crmLevel":8,"crmLevelSwitch":0},"content":"从长期来看,增程就是错的科技树,以前动力电池价格昂贵,用发动机加小电池可以降低成本,现在不一样了,100kwh电池成本比理想50kwh+1.5T増程器的成本还低,纯电的优势体现出来了,所以纯电才是未来,然而理想把纯电的第一手牌打烂了,mega真实订单扣除掉车评人下的单之后可能只有2000-3000台,只有mega本月产能的一半,局面不容乐观,而且mega上了之后,理想整个品牌定位变模糊了,是聚焦增程还是纯电?是带娃还是商用?导致L系列订单也显著下滑。 在起跑线领先不等于先到终点,有盈利的财报不等于能打赢纯电的战役,理想要补的课还有很多。","text":"从长期来看,增程就是错的科技树,以前动力电池价格昂贵,用发动机加小电池可以降低成本,现在不一样了,100kwh电池成本比理想50kwh+1.5T増程器的成本还低,纯电的优势体现出来了,所以纯电才是未来,然而理想把纯电的第一手牌打烂了,mega真实订单扣除掉车评人下的单之后可能只有2000-3000台,只有mega本月产能的一半,局面不容乐观,而且mega上了之后,理想整个品牌定位变模糊了,是聚焦增程还是纯电?是带娃还是商用?导致L系列订单也显著下滑。 在起跑线领先不等于先到终点,有盈利的财报不等于能打赢纯电的战役,理想要补的课还有很多。","html":"从长期来看,增程就是错的科技树,以前动力电池价格昂贵,用发动机加小电池可以降低成本,现在不一样了,100kwh电池成本比理想50kwh+1.5T増程器的成本还低,纯电的优势体现出来了,所以纯电才是未来,然而理想把纯电的第一手牌打烂了,mega真实订单扣除掉车评人下的单之后可能只有2000-3000台,只有mega本月产能的一半,局面不容乐观,而且mega上了之后,理想整个品牌定位变模糊了,是聚焦增程还是纯电?是带娃还是商用?导致L系列订单也显著下滑。 在起跑线领先不等于先到终点,有盈利的财报不等于能打赢纯电的战役,理想要补的课还有很多。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277803068960784,"gmtCreate":1708853855679,"gmtModify":1708853857381,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"蔚来应该越来越惨了,今年都没牌打了,全望着阿尔卑斯,阿尔卑斯新上NT3.0,都乱套了,不专注的企业的下场。24、25年行业出清玩家,竞争格局逐渐清晰,愿意小小的下注理想,但也还没买,可能等确定mega纯电卖的好话,确定性会增加不少再买入。 <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>","listText":"蔚来应该越来越惨了,今年都没牌打了,全望着阿尔卑斯,阿尔卑斯新上NT3.0,都乱套了,不专注的企业的下场。24、25年行业出清玩家,竞争格局逐渐清晰,愿意小小的下注理想,但也还没买,可能等确定mega纯电卖的好话,确定性会增加不少再买入。 <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>","text":"蔚来应该越来越惨了,今年都没牌打了,全望着阿尔卑斯,阿尔卑斯新上NT3.0,都乱套了,不专注的企业的下场。24、25年行业出清玩家,竞争格局逐渐清晰,愿意小小的下注理想,但也还没买,可能等确定mega纯电卖的好话,确定性会增加不少再买入。 $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/277803068960784","isVote":1,"tweetType":1,"viewCount":5163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567577767954158","authorId":"3567577767954158","name":"小超93","avatar":"https://static.tigerbbs.com/33fcc1adbd84ac9d78c302b2faa5dde7","crmLevel":5,"crmLevelSwitch":1},"content":"是今年没新车,都是旧款更新。哦对还有阿尔卑斯,越来越多的纯电出来才发现换电的便捷和迅速。","text":"是今年没新车,都是旧款更新。哦对还有阿尔卑斯,越来越多的纯电出来才发现换电的便捷和迅速。","html":"是今年没新车,都是旧款更新。哦对还有阿尔卑斯,越来越多的纯电出来才发现换电的便捷和迅速。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285346830819368,"gmtCreate":1710671813816,"gmtModify":1710671820240,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"英伟达看起来确实很危险,目前看到300-400的价格 ,范围缩小330-360,cathie wood之前卖特斯拉的时候人家也说她眼光不行,但是她的知识面和人员接触,自己的眼界这些确实不一样,拭目以待吧 看看她的选择是否正确,我跟了她的选择也只有看结果了 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","listText":"英伟达看起来确实很危险,目前看到300-400的价格 ,范围缩小330-360,cathie wood之前卖特斯拉的时候人家也说她眼光不行,但是她的知识面和人员接触,自己的眼界这些确实不一样,拭目以待吧 看看她的选择是否正确,我跟了她的选择也只有看结果了 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","text":"英伟达看起来确实很危险,目前看到300-400的价格 ,范围缩小330-360,cathie wood之前卖特斯拉的时候人家也说她眼光不行,但是她的知识面和人员接触,自己的眼界这些确实不一样,拭目以待吧 看看她的选择是否正确,我跟了她的选择也只有看结果了 $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/04932ff0af5b9fa39246661b40a82ed6","width":"363","height":"287"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/285346830819368","isVote":1,"tweetType":1,"viewCount":3229,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"66553594873563","authorId":"66553594873563","name":"无敌吉姆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"content":"她不是卖英伟达买特斯拉吗?然后居然还大力投资zoom…………她已经凉了…电动车风头已过,要等下一波电池或者什么其他的技术更新…很多欧美国家都开始不再鼓励电动车了… zoom更加离谱,wfh已经开始慢慢减少并且趋于稳定,完全看不出zoom的成长在什么地方…我也不能说百分之百不行,但是就wood这几波操作就是挺垃圾的…甚至他任何一个操作延期几个月她都是大赚了…","text":"她不是卖英伟达买特斯拉吗?然后居然还大力投资zoom…………她已经凉了…电动车风头已过,要等下一波电池或者什么其他的技术更新…很多欧美国家都开始不再鼓励电动车了… zoom更加离谱,wfh已经开始慢慢减少并且趋于稳定,完全看不出zoom的成长在什么地方…我也不能说百分之百不行,但是就wood这几波操作就是挺垃圾的…甚至他任何一个操作延期几个月她都是大赚了…","html":"她不是卖英伟达买特斯拉吗?然后居然还大力投资zoom…………她已经凉了…电动车风头已过,要等下一波电池或者什么其他的技术更新…很多欧美国家都开始不再鼓励电动车了… zoom更加离谱,wfh已经开始慢慢减少并且趋于稳定,完全看不出zoom的成长在什么地方…我也不能说百分之百不行,但是就wood这几波操作就是挺垃圾的…甚至他任何一个操作延期几个月她都是大赚了…"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":265872204709912,"gmtCreate":1705928768177,"gmtModify":1705928772374,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"选择标普500 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 就相当于A股的沪深300,想获取美股平均收益的伙伴,标普500是首选,巴菲特公开场合也在多次推荐标普500指数基金,对于不懂选股的普通投资者,标普500指数基金就是最佳的选择,我对美股这波非常满意!","listText":"选择标普500 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 就相当于A股的沪深300,想获取美股平均收益的伙伴,标普500是首选,巴菲特公开场合也在多次推荐标普500指数基金,对于不懂选股的普通投资者,标普500指数基金就是最佳的选择,我对美股这波非常满意!","text":"选择标普500 $标普500(.SPX)$ 就相当于A股的沪深300,想获取美股平均收益的伙伴,标普500是首选,巴菲特公开场合也在多次推荐标普500指数基金,对于不懂选股的普通投资者,标普500指数基金就是最佳的选择,我对美股这波非常满意!","images":[{"img":"https://static.tigerbbs.com/46d80060dfb759b993d9b00bbbcbfafc","width":"449","height":"253"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265872204709912","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":257281562337328,"gmtCreate":1703841675399,"gmtModify":1704164374699,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"蔚来这样,阿布为啥投?#蔚来#2023年上半年营收194.5亿,亏损106.5亿,前五年总共亏损764亿。很可能有人中饱私囊。蔚来采购部门吃回扣很离谱,不然现在车价能便宜十万。国家意志支持vc投早期创业公司。投非上市公司一般也有自己专注的赛道确实值。厂子黄了阿布都无所谓,正好搬回老家落地。那边真心缺正经项目到处拉投资续命,像是要饭的。年营销费用100亿? <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","listText":"蔚来这样,阿布为啥投?#蔚来#2023年上半年营收194.5亿,亏损106.5亿,前五年总共亏损764亿。很可能有人中饱私囊。蔚来采购部门吃回扣很离谱,不然现在车价能便宜十万。国家意志支持vc投早期创业公司。投非上市公司一般也有自己专注的赛道确实值。厂子黄了阿布都无所谓,正好搬回老家落地。那边真心缺正经项目到处拉投资续命,像是要饭的。年营销费用100亿? <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","text":"蔚来这样,阿布为啥投?#蔚来#2023年上半年营收194.5亿,亏损106.5亿,前五年总共亏损764亿。很可能有人中饱私囊。蔚来采购部门吃回扣很离谱,不然现在车价能便宜十万。国家意志支持vc投早期创业公司。投非上市公司一般也有自己专注的赛道确实值。厂子黄了阿布都无所谓,正好搬回老家落地。那边真心缺正经项目到处拉投资续命,像是要饭的。年营销费用100亿? $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/257281562337328","isVote":1,"tweetType":1,"viewCount":3935,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514720395585073","authorId":"3514720395585073","name":"yhyh","avatar":"https://static.tigerbbs.com/17feb249bb27c96ababa1284ba29755f","crmLevel":5,"crmLevelSwitch":0},"content":"这个中饱私囊的公司建了所有车企里最好的补能设施,还自研了芯片,自研了电池,自研了操作系统,自研了电机,自研了电控,自研了地盘控制器,自研了激光雷达芯片,做了个手机还搞了车手互联,还弄了全球第一款量产半固态电池,自研了座椅等等数不胜数,全球搞了 7700 项专利,还投资了一大堆供应链上最优秀的企业。另外有个号称效率贼高的企业研发费用也没少花,但是像样的技术成果一个也没看到,现在还在抓贪腐,真够讽刺的","text":"这个中饱私囊的公司建了所有车企里最好的补能设施,还自研了芯片,自研了电池,自研了操作系统,自研了电机,自研了电控,自研了地盘控制器,自研了激光雷达芯片,做了个手机还搞了车手互联,还弄了全球第一款量产半固态电池,自研了座椅等等数不胜数,全球搞了 7700 项专利,还投资了一大堆供应链上最优秀的企业。另外有个号称效率贼高的企业研发费用也没少花,但是像样的技术成果一个也没看到,现在还在抓贪腐,真够讽刺的","html":"这个中饱私囊的公司建了所有车企里最好的补能设施,还自研了芯片,自研了电池,自研了操作系统,自研了电机,自研了电控,自研了地盘控制器,自研了激光雷达芯片,做了个手机还搞了车手互联,还弄了全球第一款量产半固态电池,自研了座椅等等数不胜数,全球搞了 7700 项专利,还投资了一大堆供应链上最优秀的企业。另外有个号称效率贼高的企业研发费用也没少花,但是像样的技术成果一个也没看到,现在还在抓贪腐,真够讽刺的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239639294713856,"gmtCreate":1699533677002,"gmtModify":1699533681512,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","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>理想还是挺超预期的,Q3单季营收新高,Q4预计单季交付新高,在新势力里算“遥遥领先”,也是首家实现盈利。个人觉得后面关注两个方面吧,一是问界M9对L9的影响力(M7对L7应该也有部分,但毕竟不是理想主打车型),二是新款MVP车型MEGA市场反响情况,用上宁德5C麒麟电池,倒是有点希望她卖得好","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v>理想还是挺超预期的,Q3单季营收新高,Q4预计单季交付新高,在新势力里算“遥遥领先”,也是首家实现盈利。个人觉得后面关注两个方面吧,一是问界M9对L9的影响力(M7对L7应该也有部分,但毕竟不是理想主打车型),二是新款MVP车型MEGA市场反响情况,用上宁德5C麒麟电池,倒是有点希望她卖得好","text":"$理想汽车(LI)$ 理想还是挺超预期的,Q3单季营收新高,Q4预计单季交付新高,在新势力里算“遥遥领先”,也是首家实现盈利。个人觉得后面关注两个方面吧,一是问界M9对L9的影响力(M7对L7应该也有部分,但毕竟不是理想主打车型),二是新款MVP车型MEGA市场反响情况,用上宁德5C麒麟电池,倒是有点希望她卖得好","images":[{"img":"https://static.tigerbbs.com/55167dd99b96fff231a84844efa7e55f","width":"933","height":"645"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239639294713856","isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":261956605988904,"gmtCreate":1704982231485,"gmtModify":1704982236089,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>拼多多也好不到哪去!在平台商家买的东西质量差,份量不是差一点。苹果广告10斤,拿到手连包装箱子5.2斤;衣服质量一般价格也不便宜。等等,体验感极差!直接卸载了pdd。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>拼多多也好不到哪去!在平台商家买的东西质量差,份量不是差一点。苹果广告10斤,拿到手连包装箱子5.2斤;衣服质量一般价格也不便宜。等等,体验感极差!直接卸载了pdd。","text":"$拼多多(PDD)$ 拼多多也好不到哪去!在平台商家买的东西质量差,份量不是差一点。苹果广告10斤,拿到手连包装箱子5.2斤;衣服质量一般价格也不便宜。等等,体验感极差!直接卸载了pdd。","images":[{"img":"https://static.tigerbbs.com/3ee46af5bec676b115a381750ec8fc97","width":"427","height":"411"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":4,"link":"https://laohu8.com/post/261956605988904","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":253772533485576,"gmtCreate":1702992143672,"gmtModify":1702992146819,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>关于这次苹果在美国本土停售两款Apple Watch,其实还不是最终章,未来还存变数:第一,在12月25日前,拜登政府有可能否决ITC关于Apple Watch侵权的这项裁决,苹果这时候做出停售的决定,也是一种预防性措施。第二,苹果也说了,后续会提起诉讼,事实上,苹果也是一直在这么做,未来可能存在新的判决,使得有血氧功能的产品重新上架。第三,苹果目前正在通过优化软件来规避专利风险,但是这次争议的核心在硬件,除非苹果未来放弃血氧功能。但是,在健康需求旺盛的当下,血氧功能是标配,放弃的话也意味着苹果要失去一部分用户。因此,在市场压力下,说不定苹果会和Masimo达成合作,来保证产品的正常发售。当下,Apple Watch毫无疑问是整个智能手表市场的王者,占据近一半的市场份额。但是,更多的是SE版本销量的带动,旗舰版的销售占比大概在三分之一,而且禁售的只是美国市场,对于整体地位不会受到太大影响。另外要说一点,库克任期即将结束,但是各种争议和纠纷不少,加上被吐槽产品缺乏创新,下任CEO的工作着实不好做。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"0\"></v-v>关于这次苹果在美国本土停售两款Apple Watch,其实还不是最终章,未来还存变数:第一,在12月25日前,拜登政府有可能否决ITC关于Apple Watch侵权的这项裁决,苹果这时候做出停售的决定,也是一种预防性措施。第二,苹果也说了,后续会提起诉讼,事实上,苹果也是一直在这么做,未来可能存在新的判决,使得有血氧功能的产品重新上架。第三,苹果目前正在通过优化软件来规避专利风险,但是这次争议的核心在硬件,除非苹果未来放弃血氧功能。但是,在健康需求旺盛的当下,血氧功能是标配,放弃的话也意味着苹果要失去一部分用户。因此,在市场压力下,说不定苹果会和Masimo达成合作,来保证产品的正常发售。当下,Apple Watch毫无疑问是整个智能手表市场的王者,占据近一半的市场份额。但是,更多的是SE版本销量的带动,旗舰版的销售占比大概在三分之一,而且禁售的只是美国市场,对于整体地位不会受到太大影响。另外要说一点,库克任期即将结束,但是各种争议和纠纷不少,加上被吐槽产品缺乏创新,下任CEO的工作着实不好做。","text":"$苹果(AAPL)$ 关于这次苹果在美国本土停售两款Apple Watch,其实还不是最终章,未来还存变数:第一,在12月25日前,拜登政府有可能否决ITC关于Apple Watch侵权的这项裁决,苹果这时候做出停售的决定,也是一种预防性措施。第二,苹果也说了,后续会提起诉讼,事实上,苹果也是一直在这么做,未来可能存在新的判决,使得有血氧功能的产品重新上架。第三,苹果目前正在通过优化软件来规避专利风险,但是这次争议的核心在硬件,除非苹果未来放弃血氧功能。但是,在健康需求旺盛的当下,血氧功能是标配,放弃的话也意味着苹果要失去一部分用户。因此,在市场压力下,说不定苹果会和Masimo达成合作,来保证产品的正常发售。当下,Apple Watch毫无疑问是整个智能手表市场的王者,占据近一半的市场份额。但是,更多的是SE版本销量的带动,旗舰版的销售占比大概在三分之一,而且禁售的只是美国市场,对于整体地位不会受到太大影响。另外要说一点,库克任期即将结束,但是各种争议和纠纷不少,加上被吐槽产品缺乏创新,下任CEO的工作着实不好做。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":4,"link":"https://laohu8.com/post/253772533485576","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242084962758656,"gmtCreate":1700139126706,"gmtModify":1700139129366,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","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>最后是这样的结果投资中的血泪教训啊如果说,发现团队本身出了问题,即使曾经创造了辉煌的战绩。。。也没用今天这份财报彻底击垮了我的信心。坚守了几年阿里我120综合成本,亏损高达35%。。。我要割肉了。。。。[喷血][喷血][喷血]","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>最后是这样的结果投资中的血泪教训啊如果说,发现团队本身出了问题,即使曾经创造了辉煌的战绩。。。也没用今天这份财报彻底击垮了我的信心。坚守了几年阿里我120综合成本,亏损高达35%。。。我要割肉了。。。。[喷血][喷血][喷血]","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 最后是这样的结果投资中的血泪教训啊如果说,发现团队本身出了问题,即使曾经创造了辉煌的战绩。。。也没用今天这份财报彻底击垮了我的信心。坚守了几年阿里我120综合成本,亏损高达35%。。。我要割肉了。。。。[喷血][喷血][喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/242084962758656","isVote":1,"tweetType":1,"viewCount":2984,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":9,"crmLevelSwitch":1},"content":"要是买美股大科技,可能早回本了,看看今年英伟达都涨了多少","text":"要是买美股大科技,可能早回本了,看看今年英伟达都涨了多少","html":"要是买美股大科技,可能早回本了,看看今年英伟达都涨了多少"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219851419644016,"gmtCreate":1694704092434,"gmtModify":1694704155949,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"对理想增程车主的访谈,理想车主说理想车主群里很多理想车主在往纯电上转。理想增程给你加一个发动机号称没有里程焦虑,实际上却让增程车主比纯电车主多了3倍的里程焦虑,每天上下班以后就得找地方充电,如果你自己有家用桩还好,没有的话,就得每天花时间跑出去充电。增程更多的是一种心理安慰剂,买了以后却发现各种不方便。这也是理想必须发展纯电的理由,不然理想车主下一辆车会是小鹏和蔚来。 <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","listText":"对理想增程车主的访谈,理想车主说理想车主群里很多理想车主在往纯电上转。理想增程给你加一个发动机号称没有里程焦虑,实际上却让增程车主比纯电车主多了3倍的里程焦虑,每天上下班以后就得找地方充电,如果你自己有家用桩还好,没有的话,就得每天花时间跑出去充电。增程更多的是一种心理安慰剂,买了以后却发现各种不方便。这也是理想必须发展纯电的理由,不然理想车主下一辆车会是小鹏和蔚来。 <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","text":"对理想增程车主的访谈,理想车主说理想车主群里很多理想车主在往纯电上转。理想增程给你加一个发动机号称没有里程焦虑,实际上却让增程车主比纯电车主多了3倍的里程焦虑,每天上下班以后就得找地方充电,如果你自己有家用桩还好,没有的话,就得每天花时间跑出去充电。增程更多的是一种心理安慰剂,买了以后却发现各种不方便。这也是理想必须发展纯电的理由,不然理想车主下一辆车会是小鹏和蔚来。 $小鹏汽车(XPEV)$ $蔚来(NIO)$ $理想汽车(LI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/219851419644016","isVote":1,"tweetType":1,"viewCount":1554,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"与世界共赢","avatar":"https://static.tigerbbs.com/aa43e1884cfc75afa4b0cf362b272c86","crmLevel":7,"crmLevelSwitch":0},"content":"你要远行自驾就不会这样想了","text":"你要远行自驾就不会这样想了","html":"你要远行自驾就不会这样想了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281412473340000,"gmtCreate":1709730243940,"gmtModify":1709730245634,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"rivian在美国已经把特斯拉model sx干趴下了,25年r2出来看能不能把y干趴下 <a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>","listText":"rivian在美国已经把特斯拉model sx干趴下了,25年r2出来看能不能把y干趴下 <a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>","text":"rivian在美国已经把特斯拉model sx干趴下了,25年r2出来看能不能把y干趴下 $Rivian Automotive, Inc.(RIVN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/281412473340000","isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"好像R2是2026年量产,","text":"好像R2是2026年量产,","html":"好像R2是2026年量产,"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251360958308568,"gmtCreate":1702375669147,"gmtModify":1702375673833,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","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>最近民间CEO教李斌如何做CEO又多了起来,预言蔚来倒闭又多了起来,批评蔚来战略错误又多了起来。如果你是因为买了蔚来股票亏了,气急败坏尚能理解,如果只是口嗨就不理解了。你真的追踪了蔚来的战略是怎么回事?你真的了解换电的好处?你真的了解蔚来为啥只做纯电?为啥不降价?如何走量?车企加入蔚来换电背后的逻辑?蔚来研发成果都有哪些?如果真的笃定蔚来药丸,那真的是做空发财的机会。送你张图。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>最近民间CEO教李斌如何做CEO又多了起来,预言蔚来倒闭又多了起来,批评蔚来战略错误又多了起来。如果你是因为买了蔚来股票亏了,气急败坏尚能理解,如果只是口嗨就不理解了。你真的追踪了蔚来的战略是怎么回事?你真的了解换电的好处?你真的了解蔚来为啥只做纯电?为啥不降价?如何走量?车企加入蔚来换电背后的逻辑?蔚来研发成果都有哪些?如果真的笃定蔚来药丸,那真的是做空发财的机会。送你张图。","text":"$蔚来(NIO)$ 最近民间CEO教李斌如何做CEO又多了起来,预言蔚来倒闭又多了起来,批评蔚来战略错误又多了起来。如果你是因为买了蔚来股票亏了,气急败坏尚能理解,如果只是口嗨就不理解了。你真的追踪了蔚来的战略是怎么回事?你真的了解换电的好处?你真的了解蔚来为啥只做纯电?为啥不降价?如何走量?车企加入蔚来换电背后的逻辑?蔚来研发成果都有哪些?如果真的笃定蔚来药丸,那真的是做空发财的机会。送你张图。","images":[{"img":"https://static.tigerbbs.com/5cae4b5efe2ed062b6687f3b4850d329","width":"1195","height":"1057"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/251360958308568","isVote":1,"tweetType":1,"viewCount":5262,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442116552308058","authorId":"3442116552308058","name":"霎儿风","avatar":"https://static.tigerbbs.com/ea08723fd87c2bee5c9467e3d9d642b2","crmLevel":4,"crmLevelSwitch":0},"content":"那些教李斌做事哪个不是买了股票的?我们一直做空的就是看猴戏而已,谁会去教猴子怎么做。","text":"那些教李斌做事哪个不是买了股票的?我们一直做空的就是看猴戏而已,谁会去教猴子怎么做。","html":"那些教李斌做事哪个不是买了股票的?我们一直做空的就是看猴戏而已,谁会去教猴子怎么做。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":285696757825552,"gmtCreate":1710767594998,"gmtModify":1710837611530,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"零售本身就比较难,腾讯买大润发也不会成功。阿里自创了很多成功的业务,阿里云、支付宝、菜鸟等等。零售领域是高难度竞争,苏宁、大润发不管谁买都是会衰退,只不过阿里属于零售行业,它买朋友圈。同理,腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 买了京东,并没有带来多大成功。唯一的例外,腾讯造就了PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</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":"零售本身就比较难,腾讯买大润发也不会成功。阿里自创了很多成功的业务,阿里云、支付宝、菜鸟等等。零售领域是高难度竞争,苏宁、大润发不管谁买都是会衰退,只不过阿里属于零售行业,它买朋友圈。同理,腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 买了京东,并没有带来多大成功。唯一的例外,腾讯造就了PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</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":"零售本身就比较难,腾讯买大润发也不会成功。阿里自创了很多成功的业务,阿里云、支付宝、菜鸟等等。零售领域是高难度竞争,苏宁、大润发不管谁买都是会衰退,只不过阿里属于零售行业,它买朋友圈。同理,腾讯 $腾讯控股(00700)$ 买了京东,并没有带来多大成功。唯一的例外,腾讯造就了PDD $拼多多(PDD)$ 。 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/285696757825552","isVote":1,"tweetType":1,"viewCount":9616,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010303","authorId":"10000000000010303","name":"每天涨停板敢死队","avatar":"https://static.tigerbbs.com/6f7166a326215342170a47ea96e7e877","crmLevel":1,"crmLevelSwitch":0},"content":"你的观点真棒,非常赞同!非常感谢你的分享!👏","text":"你的观点真棒,非常赞同!非常感谢你的分享!👏","html":"你的观点真棒,非常赞同!非常感谢你的分享!👏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259092426821672,"gmtCreate":1704282968993,"gmtModify":1704287827702,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不再是短期最佳选择了,DPST,TNA,LABU这些美股垃圾股领涨,这个位置空一下其实也正常,我个人刚才高点附近已经把FNGU的满仓卖了,然后换了一小半去SOXL,美股不是A股我不太敢完全空仓,现在是继续挂了个很低的位置去吸SOXL,有惊喜最好,没惊喜的话还有仓位继续上。然后还有一些小仓位的特斯拉 <a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>","listText":"不再是短期最佳选择了,DPST,TNA,LABU这些美股垃圾股领涨,这个位置空一下其实也正常,我个人刚才高点附近已经把FNGU的满仓卖了,然后换了一小半去SOXL,美股不是A股我不太敢完全空仓,现在是继续挂了个很低的位置去吸SOXL,有惊喜最好,没惊喜的话还有仓位继续上。然后还有一些小仓位的特斯拉 <a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>","text":"不再是短期最佳选择了,DPST,TNA,LABU这些美股垃圾股领涨,这个位置空一下其实也正常,我个人刚才高点附近已经把FNGU的满仓卖了,然后换了一小半去SOXL,美股不是A股我不太敢完全空仓,现在是继续挂了个很低的位置去吸SOXL,有惊喜最好,没惊喜的话还有仓位继续上。然后还有一些小仓位的特斯拉 $三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259092426821672","isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254145659449352,"gmtCreate":1703083238878,"gmtModify":1703083241304,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"很多人来问我美股什么时候见顶。猜顶和抄底,堪称卧龙凤雏,都是倾家产的事,前者想做空,后者想做多。依稀记得2014年与人有一局对赌,赌道指过不了18000点,那时候的我是犯了猜顶的忌讳。而今,道指已经是2014年的两倍有余。主观的臆断,都不是什么好事。所以,渣a不抄底,是必须要遵守的纪律。 <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>","listText":"很多人来问我美股什么时候见顶。猜顶和抄底,堪称卧龙凤雏,都是倾家产的事,前者想做空,后者想做多。依稀记得2014年与人有一局对赌,赌道指过不了18000点,那时候的我是犯了猜顶的忌讳。而今,道指已经是2014年的两倍有余。主观的臆断,都不是什么好事。所以,渣a不抄底,是必须要遵守的纪律。 <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>","text":"很多人来问我美股什么时候见顶。猜顶和抄底,堪称卧龙凤雏,都是倾家产的事,前者想做空,后者想做多。依稀记得2014年与人有一局对赌,赌道指过不了18000点,那时候的我是犯了猜顶的忌讳。而今,道指已经是2014年的两倍有余。主观的臆断,都不是什么好事。所以,渣a不抄底,是必须要遵守的纪律。 $道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/254145659449352","isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284283411398672,"gmtCreate":1710421505730,"gmtModify":1710421732513,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"B站2024的财报,说实话有点惨,营收225亿(几乎没有增长),亏损48亿。如果要到100亿美元市值,按市盈率20算,利润要有35亿人民币。参考毛利率24%,B站需要再增加(48+35)/ 24%=345亿的营业收入。营收增加345亿,按照现在的商业模式,明显是臣妾做不到哇。如果B站不尽快转盈利,现在的估值模型下,不可能上涨到100亿美元。当前B站只要一条路,想尽一切办法盈利,到时候估值模型一变,市值过百亿轻轻松松。 <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>","listText":"B站2024的财报,说实话有点惨,营收225亿(几乎没有增长),亏损48亿。如果要到100亿美元市值,按市盈率20算,利润要有35亿人民币。参考毛利率24%,B站需要再增加(48+35)/ 24%=345亿的营业收入。营收增加345亿,按照现在的商业模式,明显是臣妾做不到哇。如果B站不尽快转盈利,现在的估值模型下,不可能上涨到100亿美元。当前B站只要一条路,想尽一切办法盈利,到时候估值模型一变,市值过百亿轻轻松松。 <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>","text":"B站2024的财报,说实话有点惨,营收225亿(几乎没有增长),亏损48亿。如果要到100亿美元市值,按市盈率20算,利润要有35亿人民币。参考毛利率24%,B站需要再增加(48+35)/ 24%=345亿的营业收入。营收增加345亿,按照现在的商业模式,明显是臣妾做不到哇。如果B站不尽快转盈利,现在的估值模型下,不可能上涨到100亿美元。当前B站只要一条路,想尽一切办法盈利,到时候估值模型一变,市值过百亿轻轻松松。 $哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/284283411398672","isVote":1,"tweetType":1,"viewCount":7940,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513950802823958","authorId":"3513950802823958","name":"blood","avatar":"https://static.tigerbbs.com/fb8f62709be0ccaa582a0c0cafc5e6b8","crmLevel":5,"crmLevelSwitch":0},"content":"不是这样算的。盈利其实都可以做,现在的问题还是互联网老问题,就是看不看得到未来","text":"不是这样算的。盈利其实都可以做,现在的问题还是互联网老问题,就是看不看得到未来","html":"不是这样算的。盈利其实都可以做,现在的问题还是互联网老问题,就是看不看得到未来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259696913559552,"gmtCreate":1704430403634,"gmtModify":1704432119297,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","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>蔚来汽车,才是中国车企真正的骄傲,我为之前的草率评价、错误认知,道歉。而且,蔚来坚持高端定位,不卷价格战,靠产品、技术、差异化服务、设计等综合实力满足消费者的需求,这一点我是非常服气的。李斌,好样的","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>蔚来汽车,才是中国车企真正的骄傲,我为之前的草率评价、错误认知,道歉。而且,蔚来坚持高端定位,不卷价格战,靠产品、技术、差异化服务、设计等综合实力满足消费者的需求,这一点我是非常服气的。李斌,好样的","text":"$蔚来(NIO)$ 蔚来汽车,才是中国车企真正的骄傲,我为之前的草率评价、错误认知,道歉。而且,蔚来坚持高端定位,不卷价格战,靠产品、技术、差异化服务、设计等综合实力满足消费者的需求,这一点我是非常服气的。李斌,好样的","images":[{"img":"https://static.tigerbbs.com/0007ba885fd1f48d6b41d169fccd2fb2","width":"467","height":"383"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259696913559552","isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}