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股谈
07-03 20:46
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
看来看去喔,也就是喊着阿里巴巴大额回购,就这一个利好了.其他呢?全面崩溃,企业文化稀烂,管理层躺着去美国度假,云服务整天给你搞宕机,说来说去,就一个回购. 你回购能有多厉害?能坚持10年不,能把公司买下来不,都不行啊,那今年这种情况,美国大盘+20%,阿里的对手腾讯 + 30%,那阿里巴巴给你们一个-5%的回报,我看真是太合理了
股谈
07-03 20:40
$美光科技(MU)$
美光2024财年第三季度财报的几个亮点:存储芯片继续涨价,包括DRAM和NAND;AI强劲推动下数据中心部门收入环比实现50%增长;高毛利率的AI相关的产品(HBM、高容量DIMM、数据中心SSD)实现了份额扩大;AI需求强劲下,先进工艺节点的产能紧张。24财年全年存储价格都将维持上涨。
股谈
07-02 20:52
$微软(MSFT)$
苹果
$苹果(AAPL)$
、微软、亚马逊
$亚马逊(AMZN)$
这些企业,你可以看到,过去十多年,除了极少数的个别年份之外,M7 的盈利增速持续地跑赢标普 500 的盈利增速,ROE持续高于标普500的ROE。这背后的原因是什么?为什么它的EPS比标普500整体的EPS要高?以及ROE为什么比标普500整体的ROE要高?背后一个重要的特征就是回购,回购注销增厚 EPS、增厚ROE.
股谈
07-02 20:39
$理想汽车(LI)$
理想汽车新的销量数据出来了,在2024年6月单月交付新车47774辆,同比增长46.7%。整个上半年,理想汽车累计销量达到了188981辆。我继续拍脑门算命和胡猜一下,假设下半年每月平均能够交付4.5-5万,下半年可以卖出27-30万量车,全年销量大约为46-49万,四舍五入,笼统落在45-50万量区间。按照均价30万每车,大约是1300-1500亿收入,去年净利润9.6%,今年按照8%毛估,大约净利润为100-120亿之间;即便打个七八折,80亿的利润可以期待。估值见仁见智,激进的成长派按照30-40PE,那么市值可以看到2400-3200亿;保守的按照20PE,可以看到1600亿;股价的范围大约15-30美元;
股谈
06-17
$理想汽车(LI)$
其实不太理解理想为什么会暴跌,但赛力斯似乎在82有很强的支撑。线下和朋友看过问界和理想,我们都双双认为如果同等价格下,会选理想。虽然我重仓赛力斯。
股谈
06-17
$特斯拉(TSLA)$
如火箭一般的速度,马斯克:全新特斯拉Roadster不仅能飞,百米加速还能小于1秒。6月16日,马斯克在个人社交平台上回应网友称,全新Roadster能够飞行,并且马斯克还表示全新Roadster的0-96km/h加速将不到1秒,这将会是有史以来最令人振奋的产品。当然,这里的“飞”指的应该并不是真的飞起来,而是在装配了Space X的冷空气推进器以后,加速时间小于1秒所实现的短距离“飞行”,或者“短暂悬浮”。不过,特斯拉的这个新款Roadster从2017年就完成了首次亮相,原计划2020年投入生产,但是一直没有下文。今年2月,马斯克曾表示第二代Roadster已经完成生产设计,计划在2025年上市,但意外的是在最新的股东大会上这款最令人振奋的产品却并没有出现,这也不禁让人怀疑全新的Roadster是否可以如约上市。而最近,马斯克又大张旗鼓的吹捧这款尚在概念中的产品,不知道是在引流还是真的确有其事
股谈
06-14
$Adobe(ADBE)$
24财年2季度的业绩刚才出来了,业绩很好,并且提高了年度业绩指引。Adobe在2024财年第二季度实现了53.1亿美元的收入,同比增长10%;第二季度的GAAP营运利润为18.9亿美元,非GAAP营运利润为24.4亿美元。GAAP净利润为15.7亿美元,非GAAP净利润为20.2亿美元。经营活动现金流为19.4亿美元。本季度末的剩余履约义务(“RPO”)为178.6亿美元。
股谈
06-14
$微软(MSFT)$
618微软即将开始销售AIPC,微软历史新高也是一步之遥,结合ARM和高通持续上涨,端侧成为AI变现的最佳场所,我们再发前期AI端侧观点,消费电子升级后,Al应用爆发就不远了,跟移动互联网发展历程几乎一模一样) 我们最近反复观看了微软前期AI P C的发布会,微软AI PC定于618全球上线销售
股谈
06-13
$小米集团-W(01810)$
2021年入坑,买了两三轮,+20%左右,宣布造车,然后被看空,第三轮套了近三年,痛苦了三年,上个月解套。中途加了仓,近期也加了仓,长线看好。1、苏7远超市场预期,产能问题终会解决2、印度问题缓解3、汽车提升品牌形象,反哺手机等。
股谈
06-13
$博通(AVGO)$
盘后市值到达8000亿美元,远超特斯拉,接近礼来,美股市值排第9名了。全年营收从500亿美元提高到510亿美元,其中AI营收110亿美元,成为全球第二大AI卖铲子公司,谷歌,Meta这些巨头的AI定制芯片合作方。全年的自由现金流接近200亿美元,40倍的P/FCF,考虑到增速这个估值比较贵了。
股谈
06-12
$特斯拉(TSLA)$
$特斯拉(TSLA)$
汽车厂商的估值基本在1倍ps左右或者以下,特斯拉毛利高些,可以给到2倍ps,各家增速区别不大。目前特斯拉基本是5-6倍,特斯拉的定价中包含了太多对马斯克的信仰和对fsd的预期了。
股谈
06-12
$Meta Platforms(META)$
第一大重仓股,坚定持有,逢低加仓,几个原因1. 中国公司继续卷出海,带动meta广告收入继续提升2. TikTok在美国面临关停风险,meta是最大利好3. 在AI的投入很坚定,Llama 3反馈很好,开源后模型还能进一步提升4. VR/AR的投入更加理性,更注重用户体验和新场景,而不是一味的卷内容,搞游戏
股谈
06-05
$苹果(AAPL)$
期待WWDC发布AI相关应用超预期,突破200,期待下半年站上250
股谈
06-05
$特斯拉(TSLA)$
根据乘联会发布的数据显示,特斯拉在5月份的销量激增,卖出了72573辆,其中有5.5万辆在国内售出,环比狂增77%。
股谈
06-03
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
拼多多
$拼多多(PDD)$
128g的苹果15才4400,淘宝的要4900,这样下去淘宝迟早倒闭,你们买阿里股票的人迟早一辈子做股东
股谈
06-03
$Coinbase Global, Inc.(COIN)$
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
06-03
$小米集团-W(01810)$
我有个问题,长虹TCL的空调价格一直很便宜,一直没啥销量,而小米完全由这两家代工换个logo,咋就质量配置拉满了?我感觉小米核心优势是营销
股谈
06-01
$Innovative Eyewear, Inc.(LUCY)$
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
$美团-W(03690)$
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
$Coinbase Global, Inc.(COIN)$
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
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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> 看来看去喔,也就是喊着阿里巴巴大额回购,就这一个利好了.其他呢?全面崩溃,企业文化稀烂,管理层躺着去美国度假,云服务整天给你搞宕机,说来说去,就一个回购. 你回购能有多厉害?能坚持10年不,能把公司买下来不,都不行啊,那今年这种情况,美国大盘+20%,阿里的对手腾讯 + 30%,那阿里巴巴给你们一个-5%的回报,我看真是太合理了","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> 看来看去喔,也就是喊着阿里巴巴大额回购,就这一个利好了.其他呢?全面崩溃,企业文化稀烂,管理层躺着去美国度假,云服务整天给你搞宕机,说来说去,就一个回购. 你回购能有多厉害?能坚持10年不,能把公司买下来不,都不行啊,那今年这种情况,美国大盘+20%,阿里的对手腾讯 + 30%,那阿里巴巴给你们一个-5%的回报,我看真是太合理了","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 看来看去喔,也就是喊着阿里巴巴大额回购,就这一个利好了.其他呢?全面崩溃,企业文化稀烂,管理层躺着去美国度假,云服务整天给你搞宕机,说来说去,就一个回购. 你回购能有多厉害?能坚持10年不,能把公司买下来不,都不行啊,那今年这种情况,美国大盘+20%,阿里的对手腾讯 + 30%,那阿里巴巴给你们一个-5%的回报,我看真是太合理了","images":[{"img":"https://static.tigerbbs.com/a4ce536fafeef87f418aea71a71ff69b","width":"297","height":"299"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323480166969368","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":323478492708888,"gmtCreate":1720010406498,"gmtModify":1720010412122,"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/MU\">$美光科技(MU)$</a> <v-v data-views=\"1\"></v-v> 美光2024财年第三季度财报的几个亮点:存储芯片继续涨价,包括DRAM和NAND;AI强劲推动下数据中心部门收入环比实现50%增长;高毛利率的AI相关的产品(HBM、高容量DIMM、数据中心SSD)实现了份额扩大;AI需求强劲下,先进工艺节点的产能紧张。24财年全年存储价格都将维持上涨。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <v-v 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href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 这些企业,你可以看到,过去十多年,除了极少数的个别年份之外,M7 的盈利增速持续地跑赢标普 500 的盈利增速,ROE持续高于标普500的ROE。这背后的原因是什么?为什么它的EPS比标普500整体的EPS要高?以及ROE为什么比标普500整体的ROE要高?背后一个重要的特征就是回购,回购注销增厚 EPS、增厚ROE.","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、微软、亚马逊 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 这些企业,你可以看到,过去十多年,除了极少数的个别年份之外,M7 的盈利增速持续地跑赢标普 500 的盈利增速,ROE持续高于标普500的ROE。这背后的原因是什么?为什么它的EPS比标普500整体的EPS要高?以及ROE为什么比标普500整体的ROE要高?背后一个重要的特征就是回购,回购注销增厚 EPS、增厚ROE.","text":"$微软(MSFT)$ 苹果 $苹果(AAPL)$ 、微软、亚马逊 $亚马逊(AMZN)$ 这些企业,你可以看到,过去十多年,除了极少数的个别年份之外,M7 的盈利增速持续地跑赢标普 500 的盈利增速,ROE持续高于标普500的ROE。这背后的原因是什么?为什么它的EPS比标普500整体的EPS要高?以及ROE为什么比标普500整体的ROE要高?背后一个重要的特征就是回购,回购注销增厚 EPS、增厚ROE.","images":[{"img":"https://static.tigerbbs.com/de80d0996a308285eb3a33630acda708","width":"613","height":"505"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323195421118744","isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":323191180632064,"gmtCreate":1719923960147,"gmtModify":1719925043459,"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> 理想汽车新的销量数据出来了,在2024年6月单月交付新车47774辆,同比增长46.7%。整个上半年,理想汽车累计销量达到了188981辆。我继续拍脑门算命和胡猜一下,假设下半年每月平均能够交付4.5-5万,下半年可以卖出27-30万量车,全年销量大约为46-49万,四舍五入,笼统落在45-50万量区间。按照均价30万每车,大约是1300-1500亿收入,去年净利润9.6%,今年按照8%毛估,大约净利润为100-120亿之间;即便打个七八折,80亿的利润可以期待。估值见仁见智,激进的成长派按照30-40PE,那么市值可以看到2400-3200亿;保守的按照20PE,可以看到1600亿;股价的范围大约15-30美元;","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 理想汽车新的销量数据出来了,在2024年6月单月交付新车47774辆,同比增长46.7%。整个上半年,理想汽车累计销量达到了188981辆。我继续拍脑门算命和胡猜一下,假设下半年每月平均能够交付4.5-5万,下半年可以卖出27-30万量车,全年销量大约为46-49万,四舍五入,笼统落在45-50万量区间。按照均价30万每车,大约是1300-1500亿收入,去年净利润9.6%,今年按照8%毛估,大约净利润为100-120亿之间;即便打个七八折,80亿的利润可以期待。估值见仁见智,激进的成长派按照30-40PE,那么市值可以看到2400-3200亿;保守的按照20PE,可以看到1600亿;股价的范围大约15-30美元;","text":"$理想汽车(LI)$ 理想汽车新的销量数据出来了,在2024年6月单月交付新车47774辆,同比增长46.7%。整个上半年,理想汽车累计销量达到了188981辆。我继续拍脑门算命和胡猜一下,假设下半年每月平均能够交付4.5-5万,下半年可以卖出27-30万量车,全年销量大约为46-49万,四舍五入,笼统落在45-50万量区间。按照均价30万每车,大约是1300-1500亿收入,去年净利润9.6%,今年按照8%毛估,大约净利润为100-120亿之间;即便打个七八折,80亿的利润可以期待。估值见仁见智,激进的成长派按照30-40PE,那么市值可以看到2400-3200亿;保守的按照20PE,可以看到1600亿;股价的范围大约15-30美元;","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323191180632064","isVote":1,"tweetType":1,"viewCount":4507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317875860525152,"gmtCreate":1718614605137,"gmtModify":1718614612221,"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> 其实不太理解理想为什么会暴跌,但赛力斯似乎在82有很强的支撑。线下和朋友看过问界和理想,我们都双双认为如果同等价格下,会选理想。虽然我重仓赛力斯。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 其实不太理解理想为什么会暴跌,但赛力斯似乎在82有很强的支撑。线下和朋友看过问界和理想,我们都双双认为如果同等价格下,会选理想。虽然我重仓赛力斯。","text":"$理想汽车(LI)$ 其实不太理解理想为什么会暴跌,但赛力斯似乎在82有很强的支撑。线下和朋友看过问界和理想,我们都双双认为如果同等价格下,会选理想。虽然我重仓赛力斯。","images":[{"img":"https://static.tigerbbs.com/db4f991ef19928ca70b6f96ec5e0afe2","width":"1365","height":"1017"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/317875860525152","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":317871404740704,"gmtCreate":1718613517300,"gmtModify":1718613521137,"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/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 如火箭一般的速度,马斯克:全新特斯拉Roadster不仅能飞,百米加速还能小于1秒。6月16日,马斯克在个人社交平台上回应网友称,全新Roadster能够飞行,并且马斯克还表示全新Roadster的0-96km/h加速将不到1秒,这将会是有史以来最令人振奋的产品。当然,这里的“飞”指的应该并不是真的飞起来,而是在装配了Space X的冷空气推进器以后,加速时间小于1秒所实现的短距离“飞行”,或者“短暂悬浮”。不过,特斯拉的这个新款Roadster从2017年就完成了首次亮相,原计划2020年投入生产,但是一直没有下文。今年2月,马斯克曾表示第二代Roadster已经完成生产设计,计划在2025年上市,但意外的是在最新的股东大会上这款最令人振奋的产品却并没有出现,这也不禁让人怀疑全新的Roadster是否可以如约上市。而最近,马斯克又大张旗鼓的吹捧这款尚在概念中的产品,不知道是在引流还是真的确有其事","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 如火箭一般的速度,马斯克:全新特斯拉Roadster不仅能飞,百米加速还能小于1秒。6月16日,马斯克在个人社交平台上回应网友称,全新Roadster能够飞行,并且马斯克还表示全新Roadster的0-96km/h加速将不到1秒,这将会是有史以来最令人振奋的产品。当然,这里的“飞”指的应该并不是真的飞起来,而是在装配了Space X的冷空气推进器以后,加速时间小于1秒所实现的短距离“飞行”,或者“短暂悬浮”。不过,特斯拉的这个新款Roadster从2017年就完成了首次亮相,原计划2020年投入生产,但是一直没有下文。今年2月,马斯克曾表示第二代Roadster已经完成生产设计,计划在2025年上市,但意外的是在最新的股东大会上这款最令人振奋的产品却并没有出现,这也不禁让人怀疑全新的Roadster是否可以如约上市。而最近,马斯克又大张旗鼓的吹捧这款尚在概念中的产品,不知道是在引流还是真的确有其事","text":"$特斯拉(TSLA)$ 如火箭一般的速度,马斯克:全新特斯拉Roadster不仅能飞,百米加速还能小于1秒。6月16日,马斯克在个人社交平台上回应网友称,全新Roadster能够飞行,并且马斯克还表示全新Roadster的0-96km/h加速将不到1秒,这将会是有史以来最令人振奋的产品。当然,这里的“飞”指的应该并不是真的飞起来,而是在装配了Space X的冷空气推进器以后,加速时间小于1秒所实现的短距离“飞行”,或者“短暂悬浮”。不过,特斯拉的这个新款Roadster从2017年就完成了首次亮相,原计划2020年投入生产,但是一直没有下文。今年2月,马斯克曾表示第二代Roadster已经完成生产设计,计划在2025年上市,但意外的是在最新的股东大会上这款最令人振奋的产品却并没有出现,这也不禁让人怀疑全新的Roadster是否可以如约上市。而最近,马斯克又大张旗鼓的吹捧这款尚在概念中的产品,不知道是在引流还是真的确有其事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317871404740704","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316886299426928,"gmtCreate":1718372736284,"gmtModify":1718372737904,"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/ADBE\">$Adobe(ADBE)$</a> <v-v data-views=\"1\"></v-v> 24财年2季度的业绩刚才出来了,业绩很好,并且提高了年度业绩指引。Adobe在2024财年第二季度实现了53.1亿美元的收入,同比增长10%;第二季度的GAAP营运利润为18.9亿美元,非GAAP营运利润为24.4亿美元。GAAP净利润为15.7亿美元,非GAAP净利润为20.2亿美元。经营活动现金流为19.4亿美元。本季度末的剩余履约义务(“RPO”)为178.6亿美元。","listText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a> <v-v data-views=\"1\"></v-v> 24财年2季度的业绩刚才出来了,业绩很好,并且提高了年度业绩指引。Adobe在2024财年第二季度实现了53.1亿美元的收入,同比增长10%;第二季度的GAAP营运利润为18.9亿美元,非GAAP营运利润为24.4亿美元。GAAP净利润为15.7亿美元,非GAAP净利润为20.2亿美元。经营活动现金流为19.4亿美元。本季度末的剩余履约义务(“RPO”)为178.6亿美元。","text":"$Adobe(ADBE)$ 24财年2季度的业绩刚才出来了,业绩很好,并且提高了年度业绩指引。Adobe在2024财年第二季度实现了53.1亿美元的收入,同比增长10%;第二季度的GAAP营运利润为18.9亿美元,非GAAP营运利润为24.4亿美元。GAAP净利润为15.7亿美元,非GAAP净利润为20.2亿美元。经营活动现金流为19.4亿美元。本季度末的剩余履约义务(“RPO”)为178.6亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316886299426928","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316884480696432,"gmtCreate":1718372292258,"gmtModify":1718372525081,"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/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 618微软即将开始销售AIPC,微软历史新高也是一步之遥,结合ARM和高通持续上涨,端侧成为AI变现的最佳场所,我们再发前期AI端侧观点,消费电子升级后,Al应用爆发就不远了,跟移动互联网发展历程几乎一模一样) 我们最近反复观看了微软前期AI P C的发布会,微软AI PC定于618全球上线销售","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 618微软即将开始销售AIPC,微软历史新高也是一步之遥,结合ARM和高通持续上涨,端侧成为AI变现的最佳场所,我们再发前期AI端侧观点,消费电子升级后,Al应用爆发就不远了,跟移动互联网发展历程几乎一模一样) 我们最近反复观看了微软前期AI P C的发布会,微软AI PC定于618全球上线销售","text":"$微软(MSFT)$ 618微软即将开始销售AIPC,微软历史新高也是一步之遥,结合ARM和高通持续上涨,端侧成为AI变现的最佳场所,我们再发前期AI端侧观点,消费电子升级后,Al应用爆发就不远了,跟移动互联网发展历程几乎一模一样) 我们最近反复观看了微软前期AI P C的发布会,微软AI PC定于618全球上线销售","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316884480696432","isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316530005749992,"gmtCreate":1718285618738,"gmtModify":1718285624085,"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/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>2021年入坑,买了两三轮,+20%左右,宣布造车,然后被看空,第三轮套了近三年,痛苦了三年,上个月解套。中途加了仓,近期也加了仓,长线看好。1、苏7远超市场预期,产能问题终会解决2、印度问题缓解3、汽车提升品牌形象,反哺手机等。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>2021年入坑,买了两三轮,+20%左右,宣布造车,然后被看空,第三轮套了近三年,痛苦了三年,上个月解套。中途加了仓,近期也加了仓,长线看好。1、苏7远超市场预期,产能问题终会解决2、印度问题缓解3、汽车提升品牌形象,反哺手机等。","text":"$小米集团-W(01810)$ 2021年入坑,买了两三轮,+20%左右,宣布造车,然后被看空,第三轮套了近三年,痛苦了三年,上个月解套。中途加了仓,近期也加了仓,长线看好。1、苏7远超市场预期,产能问题终会解决2、印度问题缓解3、汽车提升品牌形象,反哺手机等。","images":[{"img":"https://static.tigerbbs.com/9c96b1c97b353cd8df057fe0ce9f63a4","width":"893","height":"569"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316530005749992","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316527897067752,"gmtCreate":1718285103924,"gmtModify":1718286749860,"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/AVGO\">$博通(AVGO)$</a> 盘后市值到达8000亿美元,远超特斯拉,接近礼来,美股市值排第9名了。全年营收从500亿美元提高到510亿美元,其中AI营收110亿美元,成为全球第二大AI卖铲子公司,谷歌,Meta这些巨头的AI定制芯片合作方。全年的自由现金流接近200亿美元,40倍的P/FCF,考虑到增速这个估值比较贵了。","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 盘后市值到达8000亿美元,远超特斯拉,接近礼来,美股市值排第9名了。全年营收从500亿美元提高到510亿美元,其中AI营收110亿美元,成为全球第二大AI卖铲子公司,谷歌,Meta这些巨头的AI定制芯片合作方。全年的自由现金流接近200亿美元,40倍的P/FCF,考虑到增速这个估值比较贵了。","text":"$博通(AVGO)$ 盘后市值到达8000亿美元,远超特斯拉,接近礼来,美股市值排第9名了。全年营收从500亿美元提高到510亿美元,其中AI营收110亿美元,成为全球第二大AI卖铲子公司,谷歌,Meta这些巨头的AI定制芯片合作方。全年的自由现金流接近200亿美元,40倍的P/FCF,考虑到增速这个估值比较贵了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316527897067752","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316137162916072,"gmtCreate":1718189709843,"gmtModify":1718189710975,"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/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 汽车厂商的估值基本在1倍ps左右或者以下,特斯拉毛利高些,可以给到2倍ps,各家增速区别不大。目前特斯拉基本是5-6倍,特斯拉的定价中包含了太多对马斯克的信仰和对fsd的预期了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 汽车厂商的估值基本在1倍ps左右或者以下,特斯拉毛利高些,可以给到2倍ps,各家增速区别不大。目前特斯拉基本是5-6倍,特斯拉的定价中包含了太多对马斯克的信仰和对fsd的预期了。","text":"$特斯拉(TSLA)$ $特斯拉(TSLA)$ 汽车厂商的估值基本在1倍ps左右或者以下,特斯拉毛利高些,可以给到2倍ps,各家增速区别不大。目前特斯拉基本是5-6倍,特斯拉的定价中包含了太多对马斯克的信仰和对fsd的预期了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316137162916072","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316134785085552,"gmtCreate":1718189261102,"gmtModify":1718189263840,"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/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 第一大重仓股,坚定持有,逢低加仓,几个原因1. 中国公司继续卷出海,带动meta广告收入继续提升2. TikTok在美国面临关停风险,meta是最大利好3. 在AI的投入很坚定,Llama 3反馈很好,开源后模型还能进一步提升4. VR/AR的投入更加理性,更注重用户体验和新场景,而不是一味的卷内容,搞游戏","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 第一大重仓股,坚定持有,逢低加仓,几个原因1. 中国公司继续卷出海,带动meta广告收入继续提升2. TikTok在美国面临关停风险,meta是最大利好3. 在AI的投入很坚定,Llama 3反馈很好,开源后模型还能进一步提升4. VR/AR的投入更加理性,更注重用户体验和新场景,而不是一味的卷内容,搞游戏","text":"$Meta Platforms(META)$ 第一大重仓股,坚定持有,逢低加仓,几个原因1. 中国公司继续卷出海,带动meta广告收入继续提升2. TikTok在美国面临关停风险,meta是最大利好3. 在AI的投入很坚定,Llama 3反馈很好,开源后模型还能进一步提升4. VR/AR的投入更加理性,更注重用户体验和新场景,而不是一味的卷内容,搞游戏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316134785085552","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313563119509576,"gmtCreate":1717592374293,"gmtModify":1717592378918,"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> 期待WWDC发布AI相关应用超预期,突破200,期待下半年站上250","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 期待WWDC发布AI相关应用超预期,突破200,期待下半年站上250","text":"$苹果(AAPL)$ 期待WWDC发布AI相关应用超预期,突破200,期待下半年站上250","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313563119509576","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313560879382576,"gmtCreate":1717591959960,"gmtModify":1717751654803,"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/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 根据乘联会发布的数据显示,特斯拉在5月份的销量激增,卖出了72573辆,其中有5.5万辆在国内售出,环比狂增77%。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 根据乘联会发布的数据显示,特斯拉在5月份的销量激增,卖出了72573辆,其中有5.5万辆在国内售出,环比狂增77%。","text":"$特斯拉(TSLA)$ 根据乘联会发布的数据显示,特斯拉在5月份的销量激增,卖出了72573辆,其中有5.5万辆在国内售出,环比狂增77%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313560879382576","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312937405202664,"gmtCreate":1717422879204,"gmtModify":1717422881651,"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> 拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 128g的苹果15才4400,淘宝的要4900,这样下去淘宝迟早倒闭,你们买阿里股票的人迟早一辈子做股东","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a 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data-views=\"1\"></v-v>我有个问题,长虹TCL的空调价格一直很便宜,一直没啥销量,而小米完全由这两家代工换个logo,咋就质量配置拉满了?我感觉小米核心优势是营销","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>我有个问题,长虹TCL的空调价格一直很便宜,一直没啥销量,而小米完全由这两家代工换个logo,咋就质量配置拉满了?我感觉小米核心优势是营销","text":"$小米集团-W(01810)$ 我有个问题,长虹TCL的空调价格一直很便宜,一直没啥销量,而小米完全由这两家代工换个logo,咋就质量配置拉满了?我感觉小米核心优势是营销","images":[{"img":"https://static.tigerbbs.com/e44ad8ae0d42941c5f5771dd6f4eb5e5","width":"605","height":"449"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312932509061168","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492900912644918","authorId":"3492900912644918","name":"eboy","avatar":"https://static.tigerbbs.com/6917f4d85aea1095a8f45e269472023f","crmLevel":2,"crmLevelSwitch":0},"content":"你买过小米空调吗?你买过长虹空调吗?你买过TCL空调吗?恰好,我都买过。我认为你只是瞎喷而已!","text":"你买过小米空调吗?你买过长虹空调吗?你买过TCL空调吗?恰好,我都买过。我认为你只是瞎喷而已!","html":"你买过小米空调吗?你买过长虹空调吗?你买过TCL空调吗?恰好,我都买过。我认为你只是瞎喷而已!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"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":199,"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":857,"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":403,"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":11475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312932509061168,"gmtCreate":1717421754186,"gmtModify":1717421757841,"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/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>我有个问题,长虹TCL的空调价格一直很便宜,一直没啥销量,而小米完全由这两家代工换个logo,咋就质量配置拉满了?我感觉小米核心优势是营销","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>我有个问题,长虹TCL的空调价格一直很便宜,一直没啥销量,而小米完全由这两家代工换个logo,咋就质量配置拉满了?我感觉小米核心优势是营销","text":"$小米集团-W(01810)$ 我有个问题,长虹TCL的空调价格一直很便宜,一直没啥销量,而小米完全由这两家代工换个logo,咋就质量配置拉满了?我感觉小米核心优势是营销","images":[{"img":"https://static.tigerbbs.com/e44ad8ae0d42941c5f5771dd6f4eb5e5","width":"605","height":"449"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/312932509061168","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492900912644918","authorId":"3492900912644918","name":"eboy","avatar":"https://static.tigerbbs.com/6917f4d85aea1095a8f45e269472023f","crmLevel":2,"crmLevelSwitch":0},"content":"你买过小米空调吗?你买过长虹空调吗?你买过TCL空调吗?恰好,我都买过。我认为你只是瞎喷而已!","text":"你买过小米空调吗?你买过长虹空调吗?你买过TCL空调吗?恰好,我都买过。我认为你只是瞎喷而已!","html":"你买过小米空调吗?你买过长虹空调吗?你买过TCL空调吗?恰好,我都买过。我认为你只是瞎喷而已!"}],"imageCount":1,"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":926,"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":1388,"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 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$蔚来(NIO.SI)$","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":5309,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567577767954158","authorId":"3567577767954158","name":"小超93","avatar":"https://static.tigerbbs.com/aa299efa98472455961afef60dab4c2c","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":323191180632064,"gmtCreate":1719923960147,"gmtModify":1719925043459,"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> 理想汽车新的销量数据出来了,在2024年6月单月交付新车47774辆,同比增长46.7%。整个上半年,理想汽车累计销量达到了188981辆。我继续拍脑门算命和胡猜一下,假设下半年每月平均能够交付4.5-5万,下半年可以卖出27-30万量车,全年销量大约为46-49万,四舍五入,笼统落在45-50万量区间。按照均价30万每车,大约是1300-1500亿收入,去年净利润9.6%,今年按照8%毛估,大约净利润为100-120亿之间;即便打个七八折,80亿的利润可以期待。估值见仁见智,激进的成长派按照30-40PE,那么市值可以看到2400-3200亿;保守的按照20PE,可以看到1600亿;股价的范围大约15-30美元;","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 理想汽车新的销量数据出来了,在2024年6月单月交付新车47774辆,同比增长46.7%。整个上半年,理想汽车累计销量达到了188981辆。我继续拍脑门算命和胡猜一下,假设下半年每月平均能够交付4.5-5万,下半年可以卖出27-30万量车,全年销量大约为46-49万,四舍五入,笼统落在45-50万量区间。按照均价30万每车,大约是1300-1500亿收入,去年净利润9.6%,今年按照8%毛估,大约净利润为100-120亿之间;即便打个七八折,80亿的利润可以期待。估值见仁见智,激进的成长派按照30-40PE,那么市值可以看到2400-3200亿;保守的按照20PE,可以看到1600亿;股价的范围大约15-30美元;","text":"$理想汽车(LI)$ 理想汽车新的销量数据出来了,在2024年6月单月交付新车47774辆,同比增长46.7%。整个上半年,理想汽车累计销量达到了188981辆。我继续拍脑门算命和胡猜一下,假设下半年每月平均能够交付4.5-5万,下半年可以卖出27-30万量车,全年销量大约为46-49万,四舍五入,笼统落在45-50万量区间。按照均价30万每车,大约是1300-1500亿收入,去年净利润9.6%,今年按照8%毛估,大约净利润为100-120亿之间;即便打个七八折,80亿的利润可以期待。估值见仁见智,激进的成长派按照30-40PE,那么市值可以看到2400-3200亿;保守的按照20PE,可以看到1600亿;股价的范围大约15-30美元;","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323191180632064","isVote":1,"tweetType":1,"viewCount":4507,"authorTweetTopStatus":1,"verified":2,"comments":[],"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":3294,"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":601,"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":4014,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514720395585073","authorId":"3514720395585073","name":"yhyh","avatar":"https://static.tigerbbs.com/17feb249bb27c96ababa1284ba29755f","crmLevel":6,"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":875,"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":706,"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 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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":633,"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":3010,"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":1615,"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":893,"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 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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":5316,"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 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$阿里巴巴-SW(09988)$","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":9679,"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 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Daily(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259092426821672","isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254145659449352,"gmtCreate":1703083238878,"gmtModify":1703083241304,"author":{"id":"3479274805397697","authorId":"3479274805397697","name":"股谈","avatar":"https://static.laohu8.com/picture164","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"很多人来问我美股什么时候见顶。猜顶和抄底,堪称卧龙凤雏,都是倾家产的事,前者想做空,后者想做多。依稀记得2014年与人有一局对赌,赌道指过不了18000点,那时候的我是犯了猜顶的忌讳。而今,道指已经是2014年的两倍有余。主观的臆断,都不是什么好事。所以,渣a不抄底,是必须要遵守的纪律。 <a href=\"https://laohu8.com/S/.DJI\">$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":999,"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":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/312024538759216","isVote":1,"tweetType":1,"viewCount":1531,"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}],"lives":[]}