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老白投资
2023-03-29
$阿里巴巴(BABA)$
情绪面主导的上涨,在基本面没有改变的前提下,很容易就回落。
老白投资
2023-03-28
$商汤-W(00020)$
2018~2021营收分别是18,30,34,47,而亏损分别是-34,-49,-121,-171,营收放缓亏损扩大,很难不让人怀疑这是老庄股,更有用亏损换营收的嫌疑,想想高管们的亿级工资,挺替股东担心的。
老白投资
2023-03-28
$商汤-W(00020)$
上涨无望,涨多少,软银就卖多少
老白投资
2023-03-17
$小鹏汽车(XPEV)$
这个业绩,跌15%到7.1元吧
$纳斯达克100指数(NDX)$
老白投资
2023-03-14
$第一共和银行(FRC)$
预判一下,两周时间,回到100
老白投资
2023-03-02
$特斯拉(TSLA)$
这次投资者日应该让最空的人恐慌了,从特斯拉公布的信息看,特斯拉和SpaceX一样与后面的竞争者差距太大了,望远镜都看不到,特斯拉是目前做空最多的股票,做空者看不到希望必须在最短时间想办法把股票打下去,不然马上一季度的财报和销量一出来就逃的机会都没有了,现在特斯拉产能已经超过200万了。
$纳斯达克100指数(NDX)$
老白投资
2023-03-01
$特斯拉(TSLA)$
首先,从行业的渗透率的角度来看,至少从目前来看,新能源车还是一个快速成长期的行业。 整个行业如果能实现一个 20~30%的增长,它肯定还是处在一个快速增长期的行业。 第二,它的行业增速预计比去年降缓,因为毕竟体量上去了,新能源车的渗透率也上去了。 这个阶段来看,它的贝塔属性就不会像之前这么强,需要重点关注两个方面的维度。 第一个方面,在行业增速开始慢慢放缓的过程当中,要更看重哪些公司已经真正跑出来了。 龙头公司无论是品牌、成本管控,还是供应链,各方面的优势能够保证在整个行业当中能获 得超越行业的份额,在估值合理的情况下,这部分龙头公司业绩的钱肯定是可以赚到的。
$纳斯达克100指数(NDX)$
老白投资
2023-02-28
$特斯拉(TSLA)$
坐标深圳,车管所上牌,降价还真是硬道理
$纳斯达克100指数(NDX)$
$纳斯达克全球综合指数(NQGM)$
老白投资
2023-02-22
特斯拉十年后的股价是3000元,而不是300元,只是需要时间来兑现
$特斯拉(TSLA)$
$纳斯达克100指数(NDX)$
老白投资
2023-02-21
$特斯拉(TSLA)$
特斯拉没有对手
$纳斯达克100指数(NDX)$
老白投资
2023-02-21
$特斯拉(TSLA)$
$纳斯达克100指数(NDX)$
真的可以
老白投资
2023-02-09
1月社融数据很好,很多企业愿意贷款,准备起飞
$陆金所(LU)$
$纳斯达克100指数(NDX)$
$阿里巴巴(BABA)$
老白投资
2023-02-09
今天小米投资者日,小米大涨,那3月1日特斯拉投资者日......?
$特斯拉(TSLA)$
$纳斯达克100指数(NDX)$
$小米集团-W(01810)$
老白投资
2023-02-08
滴滴股价应该是多少
$DiDi Global Inc.(DIDIY)$
滴滴当前股价合理价格是8.2元。 随着懒经济的发展,衣食住行刚需项都在逐渐外包。 美团1200亿美元市值,75%是外卖,到店酒店旅游占25%。 也就是说,外卖部分,就是在消费者与商家之间抽成业务,价值大概是1200*75%=900亿美元。 滴滴,同样也是赚乘客给付与师傅收入之间的抽成。 鉴于美团已经是外卖一哥,市场份额80%以上,而滴滴在整改的一年多,可能市场份额回到了55%附近,再考虑到出行的消费频次与习惯可能比外卖稍差,打个八折,滴滴的估值应该在900*(55%/80%)*0.8=495亿美元。 考虑到龙头一哥会有「多带来更多」的平台网络效应,我们给滴滴再打个八折,滴滴的估值是618*0.8=396亿美元,折合股价在8.2元。 如果将来能回到80%附近的市场份额,股价是8.2*(80/55)=11.9元,并且能在港股上市,能给到当前粉单30%的溢价,股价再15.5元附近。
$恒生科技指数(HSTECH)$
$纳斯达克100指数(NDX)$
滴滴股价应该是多少
老白投资
2023-01-29
$DiDi Global Inc.(DIDIY)$
既然高德百度能聚合打车,那为什么我一直还是优先打开滴滴,而不是有几十个品牌网约车的聚合平台。刚好刷到这个,我想我找到答案了
$阿里巴巴(BABA)$
$纳斯达克100指数(NDX)$
老白投资
2023-01-20
除夕不满仓,明年又白干
$恒生科技指数(HSTECH)$
$腾讯控股(00700)$
老白投资
2023-01-20
看来昨天是年前低位了,看今天的状态,节后应该至少是小牛市了,最后一个交易日港股A股都在抢跑,持股过节
$腾讯控股(00700)$
$小米集团-W(01810)$
$恒生科技指数(HSTECH)$
老白投资
2023-01-16
$腾讯控股(00700)$
腾讯有将近7%滴滴,起飞,针对中概互联的整改也告一段落,下一步就是发展平台经济,创造就业,在国际竞争中大显身手。中概起飞
$恒生科技指数(HSTECH)$
$小米集团-W(01810)$
老白投资
2023-01-10
2023年1月10日,人民银行、银保监会联合召开主要银行信贷工作座谈会,研究部署落实金融支持稳增长有关工作。会议要求,人民银行、银保监会、各主要银行要全面贯彻落实党的二十大和中央经济工作会议精神,保持对实体经济的信贷支持力度,加大金融对国内需求和供给体系的支持,做好对基建投资、小微企业、科技创新、制造业、绿色发展等重点领域的金融服务,保持房地产融资平稳有序,推动经济运行整体好转,为全面建设社会主义现代化国家开好局起好步提供有力的金融支持。
$陆金所(LU)$
$纳斯达克100指数(NDX)$
老白投资
2023-01-09
$贝壳(BEKE)$
一线城市也放大招了,房产交易还能不复苏吗?股价今年看到30
$纳斯达克100指数(NDX)$
去老虎APP查看更多动态
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2018~2021营收分别是18,30,34,47,而亏损分别是-34,-49,-121,-171,营收放缓亏损扩大,很难不让人怀疑这是老庄股,更有用亏损换营收的嫌疑,想想高管们的亿级工资,挺替股东担心的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659885735","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659886746,"gmtCreate":1679968755385,"gmtModify":1679968757606,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a><v-v data-views=\"0\"></v-v>上涨无望,涨多少,软银就卖多少","listText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a><v-v data-views=\"0\"></v-v>上涨无望,涨多少,软银就卖多少","text":"$商汤-W(00020)$ 上涨无望,涨多少,软银就卖多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659886746","isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650822709,"gmtCreate":1679049766602,"gmtModify":1679049767621,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a>这个业绩,跌15%到7.1元吧 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a>这个业绩,跌15%到7.1元吧 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"$小鹏汽车(XPEV)$ 这个业绩,跌15%到7.1元吧 $纳斯达克100指数(NDX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/650822709","isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650096651,"gmtCreate":1678744662873,"gmtModify":1678744664036,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a>预判一下,两周时间,回到100","listText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a>预判一下,两周时间,回到100","text":"$第一共和银行(FRC)$ 预判一下,两周时间,回到100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/650096651","isVote":1,"tweetType":1,"viewCount":2131,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091276003218850","authorId":"4091276003218850","authorIdStr":"4091276003218850","name":"左伞","avatar":"https://static.tigerbbs.com/0a6e234bb3ed06c11b9f50703aafdb37","crmLevel":1,"crmLevelSwitch":0,"idStr":"4091276003218850"},"content":"但是你敢长线持有两周吗","text":"但是你敢长线持有两周吗","html":"但是你敢长线持有两周吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627087800,"gmtCreate":1677770443300,"gmtModify":1677770445810,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>这次投资者日应该让最空的人恐慌了,从特斯拉公布的信息看,特斯拉和SpaceX一样与后面的竞争者差距太大了,望远镜都看不到,特斯拉是目前做空最多的股票,做空者看不到希望必须在最短时间想办法把股票打下去,不然马上一季度的财报和销量一出来就逃的机会都没有了,现在特斯拉产能已经超过200万了。<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>这次投资者日应该让最空的人恐慌了,从特斯拉公布的信息看,特斯拉和SpaceX一样与后面的竞争者差距太大了,望远镜都看不到,特斯拉是目前做空最多的股票,做空者看不到希望必须在最短时间想办法把股票打下去,不然马上一季度的财报和销量一出来就逃的机会都没有了,现在特斯拉产能已经超过200万了。<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"$特斯拉(TSLA)$ 这次投资者日应该让最空的人恐慌了,从特斯拉公布的信息看,特斯拉和SpaceX一样与后面的竞争者差距太大了,望远镜都看不到,特斯拉是目前做空最多的股票,做空者看不到希望必须在最短时间想办法把股票打下去,不然马上一季度的财报和销量一出来就逃的机会都没有了,现在特斯拉产能已经超过200万了。$纳斯达克100指数(NDX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/627087800","isVote":1,"tweetType":1,"viewCount":4673,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536087792510617","authorId":"3536087792510617","authorIdStr":"3536087792510617","name":"美股探索者","avatar":"https://static.tigerbbs.com/befb0222d3d07a306ca13deefe4f89c2","crmLevel":3,"crmLevelSwitch":0,"idStr":"3536087792510617"},"content":"格局差得不是一点半点!","text":"格局差得不是一点半点!","html":"格局差得不是一点半点!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624421458,"gmtCreate":1677656728874,"gmtModify":1677656731782,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>首先,从行业的渗透率的角度来看,至少从目前来看,新能源车还是一个快速成长期的行业。 整个行业如果能实现一个 20~30%的增长,它肯定还是处在一个快速增长期的行业。 第二,它的行业增速预计比去年降缓,因为毕竟体量上去了,新能源车的渗透率也上去了。 这个阶段来看,它的贝塔属性就不会像之前这么强,需要重点关注两个方面的维度。 第一个方面,在行业增速开始慢慢放缓的过程当中,要更看重哪些公司已经真正跑出来了。 龙头公司无论是品牌、成本管控,还是供应链,各方面的优势能够保证在整个行业当中能获 得超越行业的份额,在估值合理的情况下,这部分龙头公司业绩的钱肯定是可以赚到的。<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>首先,从行业的渗透率的角度来看,至少从目前来看,新能源车还是一个快速成长期的行业。 整个行业如果能实现一个 20~30%的增长,它肯定还是处在一个快速增长期的行业。 第二,它的行业增速预计比去年降缓,因为毕竟体量上去了,新能源车的渗透率也上去了。 这个阶段来看,它的贝塔属性就不会像之前这么强,需要重点关注两个方面的维度。 第一个方面,在行业增速开始慢慢放缓的过程当中,要更看重哪些公司已经真正跑出来了。 龙头公司无论是品牌、成本管控,还是供应链,各方面的优势能够保证在整个行业当中能获 得超越行业的份额,在估值合理的情况下,这部分龙头公司业绩的钱肯定是可以赚到的。<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"$特斯拉(TSLA)$ 首先,从行业的渗透率的角度来看,至少从目前来看,新能源车还是一个快速成长期的行业。 整个行业如果能实现一个 20~30%的增长,它肯定还是处在一个快速增长期的行业。 第二,它的行业增速预计比去年降缓,因为毕竟体量上去了,新能源车的渗透率也上去了。 这个阶段来看,它的贝塔属性就不会像之前这么强,需要重点关注两个方面的维度。 第一个方面,在行业增速开始慢慢放缓的过程当中,要更看重哪些公司已经真正跑出来了。 龙头公司无论是品牌、成本管控,还是供应链,各方面的优势能够保证在整个行业当中能获 得超越行业的份额,在估值合理的情况下,这部分龙头公司业绩的钱肯定是可以赚到的。$纳斯达克100指数(NDX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624421458","isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624558624,"gmtCreate":1677584760768,"gmtModify":1677584765750,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坐标深圳,车管所上牌,降价还真是硬道理<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a><a href=\"https://laohu8.com/S/NQGM\">$纳斯达克全球综合指数(NQGM)$ </a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坐标深圳,车管所上牌,降价还真是硬道理<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a><a href=\"https://laohu8.com/S/NQGM\">$纳斯达克全球综合指数(NQGM)$ </a>","text":"$特斯拉(TSLA)$ 坐标深圳,车管所上牌,降价还真是硬道理$纳斯达克100指数(NDX)$ $纳斯达克全球综合指数(NQGM)$","images":[{"img":"https://static.tigerbbs.com/54f00ba56c8b57b3254f7487d2b77668","width":"4096","height":"3072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624558624","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":624388058,"gmtCreate":1677076203274,"gmtModify":1677076204389,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"特斯拉十年后的股价是3000元,而不是300元,只是需要时间来兑现 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"特斯拉十年后的股价是3000元,而不是300元,只是需要时间来兑现 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"特斯拉十年后的股价是3000元,而不是300元,只是需要时间来兑现 $特斯拉(TSLA)$ $纳斯达克100指数(NDX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/624388058","isVote":1,"tweetType":1,"viewCount":2990,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575502498398522","authorId":"3575502498398522","authorIdStr":"3575502498398522","name":"一介草民sx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575502498398522"},"content":"格局小了,十年后30000刀","text":"格局小了,十年后30000刀","html":"格局小了,十年后30000刀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624990468,"gmtCreate":1676982444454,"gmtModify":1676982446710,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>特斯拉没有对手<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>特斯拉没有对手<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"$特斯拉(TSLA)$ 特斯拉没有对手$纳斯达克100指数(NDX)$","images":[{"img":"https://static.tigerbbs.com/48c69936d1459c0857e0577d268bf789","width":"1440","height":"2637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624990468","isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":624901402,"gmtCreate":1676977685307,"gmtModify":1676977687667,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>真的可以","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>真的可以","text":"$特斯拉(TSLA)$ $纳斯达克100指数(NDX)$ 真的可以","images":[{"img":"https://static.tigerbbs.com/174430f557f04d49042e0c6fbbb8d79b","width":"1440","height":"2469"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624901402","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":625020610,"gmtCreate":1675953446530,"gmtModify":1675953447780,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"1月社融数据很好,很多企业愿意贷款,准备起飞<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>","listText":"1月社融数据很好,很多企业愿意贷款,准备起飞<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>","text":"1月社融数据很好,很多企业愿意贷款,准备起飞$陆金所(LU)$ $纳斯达克100指数(NDX)$ $阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625020610","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625009674,"gmtCreate":1675923376299,"gmtModify":1675923377714,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"今天小米投资者日,小米大涨,那3月1日特斯拉投资者日......? <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a><a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>","listText":"今天小米投资者日,小米大涨,那3月1日特斯拉投资者日......? <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a><a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>","text":"今天小米投资者日,小米大涨,那3月1日特斯拉投资者日......? $特斯拉(TSLA)$ $纳斯达克100指数(NDX)$ $小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/625009674","isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622462328,"gmtCreate":1675823585364,"gmtModify":1675823591736,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"title":"滴滴股价应该是多少","htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a>滴滴当前股价合理价格是8.2元。 随着懒经济的发展,衣食住行刚需项都在逐渐外包。 美团1200亿美元市值,75%是外卖,到店酒店旅游占25%。 也就是说,外卖部分,就是在消费者与商家之间抽成业务,价值大概是1200*75%=900亿美元。 滴滴,同样也是赚乘客给付与师傅收入之间的抽成。 鉴于美团已经是外卖一哥,市场份额80%以上,而滴滴在整改的一年多,可能市场份额回到了55%附近,再考虑到出行的消费频次与习惯可能比外卖稍差,打个八折,滴滴的估值应该在900*(55%/80%)*0.8=495亿美元。 考虑到龙头一哥会有「多带来更多」的平台网络效应,我们给滴滴再打个八折,滴滴的估值是618*0.8=396亿美元,折合股价在8.2元。 如果将来能回到80%附近的市场份额,股价是8.2*(80/55)=11.9元,并且能在港股上市,能给到当前粉单30%的溢价,股价再15.5元附近。<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a>滴滴当前股价合理价格是8.2元。 随着懒经济的发展,衣食住行刚需项都在逐渐外包。 美团1200亿美元市值,75%是外卖,到店酒店旅游占25%。 也就是说,外卖部分,就是在消费者与商家之间抽成业务,价值大概是1200*75%=900亿美元。 滴滴,同样也是赚乘客给付与师傅收入之间的抽成。 鉴于美团已经是外卖一哥,市场份额80%以上,而滴滴在整改的一年多,可能市场份额回到了55%附近,再考虑到出行的消费频次与习惯可能比外卖稍差,打个八折,滴滴的估值应该在900*(55%/80%)*0.8=495亿美元。 考虑到龙头一哥会有「多带来更多」的平台网络效应,我们给滴滴再打个八折,滴滴的估值是618*0.8=396亿美元,折合股价在8.2元。 如果将来能回到80%附近的市场份额,股价是8.2*(80/55)=11.9元,并且能在港股上市,能给到当前粉单30%的溢价,股价再15.5元附近。<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"$DiDi Global Inc.(DIDIY)$ 滴滴当前股价合理价格是8.2元。 随着懒经济的发展,衣食住行刚需项都在逐渐外包。 美团1200亿美元市值,75%是外卖,到店酒店旅游占25%。 也就是说,外卖部分,就是在消费者与商家之间抽成业务,价值大概是1200*75%=900亿美元。 滴滴,同样也是赚乘客给付与师傅收入之间的抽成。 鉴于美团已经是外卖一哥,市场份额80%以上,而滴滴在整改的一年多,可能市场份额回到了55%附近,再考虑到出行的消费频次与习惯可能比外卖稍差,打个八折,滴滴的估值应该在900*(55%/80%)*0.8=495亿美元。 考虑到龙头一哥会有「多带来更多」的平台网络效应,我们给滴滴再打个八折,滴滴的估值是618*0.8=396亿美元,折合股价在8.2元。 如果将来能回到80%附近的市场份额,股价是8.2*(80/55)=11.9元,并且能在港股上市,能给到当前粉单30%的溢价,股价再15.5元附近。$恒生科技指数(HSTECH)$ $纳斯达克100指数(NDX)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":22,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/622462328","isVote":1,"tweetType":1,"viewCount":18476,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088244090046310","authorId":"4088244090046310","authorIdStr":"4088244090046310","name":"Meng_6988","avatar":"https://static.tigerbbs.com/93bd9d81ab484aac8138a10ff8c292e5","crmLevel":1,"crmLevelSwitch":0,"idStr":"4088244090046310"},"content":"出行的边缘效应没有算进去,估值也不收这样算法","text":"出行的边缘效应没有算进去,估值也不收这样算法","html":"出行的边缘效应没有算进去,估值也不收这样算法"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622032239,"gmtCreate":1675004477121,"gmtModify":1675004480977,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a>既然高德百度能聚合打车,那为什么我一直还是优先打开滴滴,而不是有几十个品牌网约车的聚合平台。刚好刷到这个,我想我找到答案了 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a>既然高德百度能聚合打车,那为什么我一直还是优先打开滴滴,而不是有几十个品牌网约车的聚合平台。刚好刷到这个,我想我找到答案了 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"$DiDi Global Inc.(DIDIY)$ 既然高德百度能聚合打车,那为什么我一直还是优先打开滴滴,而不是有几十个品牌网约车的聚合平台。刚好刷到这个,我想我找到答案了 $阿里巴巴(BABA)$ $纳斯达克100指数(NDX)$","images":[{"img":"https://static.tigerbbs.com/18ff2e87af899b5e6d90ff700face39f","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/622032239","isVote":1,"tweetType":1,"viewCount":7850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":626294154,"gmtCreate":1674195042178,"gmtModify":1674195043253,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"除夕不满仓,明年又白干 <a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>","listText":"除夕不满仓,明年又白干 <a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>","text":"除夕不满仓,明年又白干 $恒生科技指数(HSTECH)$ $腾讯控股(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626294154","isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626295661,"gmtCreate":1674194068153,"gmtModify":1674194069463,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"看来昨天是年前低位了,看今天的状态,节后应该至少是小牛市了,最后一个交易日港股A股都在抢跑,持股过节<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a>","listText":"看来昨天是年前低位了,看今天的状态,节后应该至少是小牛市了,最后一个交易日港股A股都在抢跑,持股过节<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a>","text":"看来昨天是年前低位了,看今天的状态,节后应该至少是小牛市了,最后一个交易日港股A股都在抢跑,持股过节$腾讯控股(00700)$ $小米集团-W(01810)$ 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href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"2023年1月10日,人民银行、银保监会联合召开主要银行信贷工作座谈会,研究部署落实金融支持稳增长有关工作。会议要求,人民银行、银保监会、各主要银行要全面贯彻落实党的二十大和中央经济工作会议精神,保持对实体经济的信贷支持力度,加大金融对国内需求和供给体系的支持,做好对基建投资、小微企业、科技创新、制造业、绿色发展等重点领域的金融服务,保持房地产融资平稳有序,推动经济运行整体好转,为全面建设社会主义现代化国家开好局起好步提供有力的金融支持。<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"2023年1月10日,人民银行、银保监会联合召开主要银行信贷工作座谈会,研究部署落实金融支持稳增长有关工作。会议要求,人民银行、银保监会、各主要银行要全面贯彻落实党的二十大和中央经济工作会议精神,保持对实体经济的信贷支持力度,加大金融对国内需求和供给体系的支持,做好对基建投资、小微企业、科技创新、制造业、绿色发展等重点领域的金融服务,保持房地产融资平稳有序,推动经济运行整体好转,为全面建设社会主义现代化国家开好局起好步提供有力的金融支持。$陆金所(LU)$ 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href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$ </a>一线城市也放大招了,房产交易还能不复苏吗?股价今年看到30<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$ </a>一线城市也放大招了,房产交易还能不复苏吗?股价今年看到30<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"$贝壳(BEKE)$ 一线城市也放大招了,房产交易还能不复苏吗?股价今年看到30$纳斯达克100指数(NDX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628250008","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":622462328,"gmtCreate":1675823585364,"gmtModify":1675823591736,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"title":"滴滴股价应该是多少","htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a>滴滴当前股价合理价格是8.2元。 随着懒经济的发展,衣食住行刚需项都在逐渐外包。 美团1200亿美元市值,75%是外卖,到店酒店旅游占25%。 也就是说,外卖部分,就是在消费者与商家之间抽成业务,价值大概是1200*75%=900亿美元。 滴滴,同样也是赚乘客给付与师傅收入之间的抽成。 鉴于美团已经是外卖一哥,市场份额80%以上,而滴滴在整改的一年多,可能市场份额回到了55%附近,再考虑到出行的消费频次与习惯可能比外卖稍差,打个八折,滴滴的估值应该在900*(55%/80%)*0.8=495亿美元。 考虑到龙头一哥会有「多带来更多」的平台网络效应,我们给滴滴再打个八折,滴滴的估值是618*0.8=396亿美元,折合股价在8.2元。 如果将来能回到80%附近的市场份额,股价是8.2*(80/55)=11.9元,并且能在港股上市,能给到当前粉单30%的溢价,股价再15.5元附近。<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a>滴滴当前股价合理价格是8.2元。 随着懒经济的发展,衣食住行刚需项都在逐渐外包。 美团1200亿美元市值,75%是外卖,到店酒店旅游占25%。 也就是说,外卖部分,就是在消费者与商家之间抽成业务,价值大概是1200*75%=900亿美元。 滴滴,同样也是赚乘客给付与师傅收入之间的抽成。 鉴于美团已经是外卖一哥,市场份额80%以上,而滴滴在整改的一年多,可能市场份额回到了55%附近,再考虑到出行的消费频次与习惯可能比外卖稍差,打个八折,滴滴的估值应该在900*(55%/80%)*0.8=495亿美元。 考虑到龙头一哥会有「多带来更多」的平台网络效应,我们给滴滴再打个八折,滴滴的估值是618*0.8=396亿美元,折合股价在8.2元。 如果将来能回到80%附近的市场份额,股价是8.2*(80/55)=11.9元,并且能在港股上市,能给到当前粉单30%的溢价,股价再15.5元附近。<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"$DiDi Global Inc.(DIDIY)$ 滴滴当前股价合理价格是8.2元。 随着懒经济的发展,衣食住行刚需项都在逐渐外包。 美团1200亿美元市值,75%是外卖,到店酒店旅游占25%。 也就是说,外卖部分,就是在消费者与商家之间抽成业务,价值大概是1200*75%=900亿美元。 滴滴,同样也是赚乘客给付与师傅收入之间的抽成。 鉴于美团已经是外卖一哥,市场份额80%以上,而滴滴在整改的一年多,可能市场份额回到了55%附近,再考虑到出行的消费频次与习惯可能比外卖稍差,打个八折,滴滴的估值应该在900*(55%/80%)*0.8=495亿美元。 考虑到龙头一哥会有「多带来更多」的平台网络效应,我们给滴滴再打个八折,滴滴的估值是618*0.8=396亿美元,折合股价在8.2元。 如果将来能回到80%附近的市场份额,股价是8.2*(80/55)=11.9元,并且能在港股上市,能给到当前粉单30%的溢价,股价再15.5元附近。$恒生科技指数(HSTECH)$ $纳斯达克100指数(NDX)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":22,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/622462328","isVote":1,"tweetType":1,"viewCount":18476,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088244090046310","authorId":"4088244090046310","authorIdStr":"4088244090046310","name":"Meng_6988","avatar":"https://static.tigerbbs.com/93bd9d81ab484aac8138a10ff8c292e5","crmLevel":1,"crmLevelSwitch":0,"idStr":"4088244090046310"},"content":"出行的边缘效应没有算进去,估值也不收这样算法","text":"出行的边缘效应没有算进去,估值也不收这样算法","html":"出行的边缘效应没有算进去,估值也不收这样算法"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690844861,"gmtCreate":1639658655744,"gmtModify":1639658895924,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>对滴滴来说,管理层可能面临着三条路,每条路都有自己的着眼点与博弈点。第一,随它跌,不护盘,甚至联系投行砸盘,让它跌到 2,3 元,这样就能以大概 4 元的价格私有化,比市场价高,当期持有者也高兴。但私有化的价格无论多低,钱得付出去的,意味着必须得从香港上市的一级市场投资者处把钱拿回来。私有价格越低,到时港股发行价格自然越低。总不可能美股 3 元时,那些投资者不买,到香港市场值 10 多元时才买吧,投资者也不傻。如果在港股市场也大概以 4 元的价格发行,那对滴滴来说就是玩了场寂寞,还使得管理层与员工权益受损,后续再融资产生困难,甚至产生信息隐藏来上市的法院诉讼。如果不私有化,直接转板港股,权益受损与后续融资困难的缺陷还是存在的,这里有逻辑缺陷,滴滴管理层思维正常的话,大概率不会走这条路。第二,把它拉高,尽快上架 app,通过释放消息,与市场充分互动,与机构配合,至少拉到 12 元。接下来私有化的话,得付较多的钱,但这里不一定自己掏钱,而是与香港市场投资者先签协议,腾挪款项。好处是港股市场同样能以较高的价格发行,对滴滴来说,股价高了,员工权益受益,后续融资更容易。还有一点,大家别忽略,以较高的价格退市,对提升中国的市场经济正面形象与信誉,都有莫大的好处,这点好处不仅仅企业受益,而是中国整体经济受益,上层也多处吹风,我们不能脱轨全球经济,依然需要外资,需要合作。所以这一个策略是优于第一个的。如果实施这种策略,还有一种附加的策略,前期大量偷偷吸货,消息宣布后就是左手倒右手,钱不赚白不赚。第三,不拉高,不砸盘,随波逐流,到时直接转板,对滴滴来说没有更多融资的钱,企业正常经营,后续股价如何就看宏观经济与企业表现了。这种情况下,对我们投资者来说,主要是关注两点,第一,宏观经济表现;第二,各","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>对滴滴来说,管理层可能面临着三条路,每条路都有自己的着眼点与博弈点。第一,随它跌,不护盘,甚至联系投行砸盘,让它跌到 2,3 元,这样就能以大概 4 元的价格私有化,比市场价高,当期持有者也高兴。但私有化的价格无论多低,钱得付出去的,意味着必须得从香港上市的一级市场投资者处把钱拿回来。私有价格越低,到时港股发行价格自然越低。总不可能美股 3 元时,那些投资者不买,到香港市场值 10 多元时才买吧,投资者也不傻。如果在港股市场也大概以 4 元的价格发行,那对滴滴来说就是玩了场寂寞,还使得管理层与员工权益受损,后续再融资产生困难,甚至产生信息隐藏来上市的法院诉讼。如果不私有化,直接转板港股,权益受损与后续融资困难的缺陷还是存在的,这里有逻辑缺陷,滴滴管理层思维正常的话,大概率不会走这条路。第二,把它拉高,尽快上架 app,通过释放消息,与市场充分互动,与机构配合,至少拉到 12 元。接下来私有化的话,得付较多的钱,但这里不一定自己掏钱,而是与香港市场投资者先签协议,腾挪款项。好处是港股市场同样能以较高的价格发行,对滴滴来说,股价高了,员工权益受益,后续融资更容易。还有一点,大家别忽略,以较高的价格退市,对提升中国的市场经济正面形象与信誉,都有莫大的好处,这点好处不仅仅企业受益,而是中国整体经济受益,上层也多处吹风,我们不能脱轨全球经济,依然需要外资,需要合作。所以这一个策略是优于第一个的。如果实施这种策略,还有一种附加的策略,前期大量偷偷吸货,消息宣布后就是左手倒右手,钱不赚白不赚。第三,不拉高,不砸盘,随波逐流,到时直接转板,对滴滴来说没有更多融资的钱,企业正常经营,后续股价如何就看宏观经济与企业表现了。这种情况下,对我们投资者来说,主要是关注两点,第一,宏观经济表现;第二,各","text":"$滴滴(DIDI)$对滴滴来说,管理层可能面临着三条路,每条路都有自己的着眼点与博弈点。第一,随它跌,不护盘,甚至联系投行砸盘,让它跌到 2,3 元,这样就能以大概 4 元的价格私有化,比市场价高,当期持有者也高兴。但私有化的价格无论多低,钱得付出去的,意味着必须得从香港上市的一级市场投资者处把钱拿回来。私有价格越低,到时港股发行价格自然越低。总不可能美股 3 元时,那些投资者不买,到香港市场值 10 多元时才买吧,投资者也不傻。如果在港股市场也大概以 4 元的价格发行,那对滴滴来说就是玩了场寂寞,还使得管理层与员工权益受损,后续再融资产生困难,甚至产生信息隐藏来上市的法院诉讼。如果不私有化,直接转板港股,权益受损与后续融资困难的缺陷还是存在的,这里有逻辑缺陷,滴滴管理层思维正常的话,大概率不会走这条路。第二,把它拉高,尽快上架 app,通过释放消息,与市场充分互动,与机构配合,至少拉到 12 元。接下来私有化的话,得付较多的钱,但这里不一定自己掏钱,而是与香港市场投资者先签协议,腾挪款项。好处是港股市场同样能以较高的价格发行,对滴滴来说,股价高了,员工权益受益,后续融资更容易。还有一点,大家别忽略,以较高的价格退市,对提升中国的市场经济正面形象与信誉,都有莫大的好处,这点好处不仅仅企业受益,而是中国整体经济受益,上层也多处吹风,我们不能脱轨全球经济,依然需要外资,需要合作。所以这一个策略是优于第一个的。如果实施这种策略,还有一种附加的策略,前期大量偷偷吸货,消息宣布后就是左手倒右手,钱不赚白不赚。第三,不拉高,不砸盘,随波逐流,到时直接转板,对滴滴来说没有更多融资的钱,企业正常经营,后续股价如何就看宏观经济与企业表现了。这种情况下,对我们投资者来说,主要是关注两点,第一,宏观经济表现;第二,各","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":4,"repostSize":2,"link":"https://laohu8.com/post/690844861","isVote":1,"tweetType":1,"viewCount":6405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857018844,"gmtCreate":1635494411598,"gmtModify":1635494840356,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>三个月调查,如有违法,就算未整改完成,也应该重罚了。加上出台继续完善法律法规的征询意见,进一步说明,自身之前的法律法规是不完善的,未及时宣布违法事实与重罚,过程中还对自身法律法规做调整,说明滴滴很可能并未违规违法。相信伴随法律法规的征询与完善,企业进一步往更合规的方向完善整改,上架的日子不远了。对很多机构投资者来说,滴滴很显然是一支值得投入,有足够赔率,有翻倍预期的股票。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> ","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>三个月调查,如有违法,就算未整改完成,也应该重罚了。加上出台继续完善法律法规的征询意见,进一步说明,自身之前的法律法规是不完善的,未及时宣布违法事实与重罚,过程中还对自身法律法规做调整,说明滴滴很可能并未违规违法。相信伴随法律法规的征询与完善,企业进一步往更合规的方向完善整改,上架的日子不远了。对很多机构投资者来说,滴滴很显然是一支值得投入,有足够赔率,有翻倍预期的股票。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> ","text":"$滴滴(DIDI)$三个月调查,如有违法,就算未整改完成,也应该重罚了。加上出台继续完善法律法规的征询意见,进一步说明,自身之前的法律法规是不完善的,未及时宣布违法事实与重罚,过程中还对自身法律法规做调整,说明滴滴很可能并未违规违法。相信伴随法律法规的征询与完善,企业进一步往更合规的方向完善整改,上架的日子不远了。对很多机构投资者来说,滴滴很显然是一支值得投入,有足够赔率,有翻倍预期的股票。$特斯拉(TSLA)$$爱奇艺(IQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/857018844","isVote":1,"tweetType":1,"viewCount":6146,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527225635722023","authorId":"3527225635722023","authorIdStr":"3527225635722023","name":"杭州小道投资","avatar":"https://static.tigerbbs.com/343f65d88b9e505707aed1ecbf416ad9","crmLevel":6,"crmLevelSwitch":1,"idStr":"3527225635722023"},"content":"今晚出处罚结果","text":"今晚出处罚结果","html":"今晚出处罚结果"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615699003,"gmtCreate":1652925016902,"gmtModify":1653478785072,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"我们来看看腾讯近5年,Q1净利润占全年的比例2017年,Q1占29.84%2018年,Q1占29.97%2019年,Q1占29.05%2020年,Q1占18.36%2021年,Q1占21.51%Q1占全年净利润的比例,大概是在20%-30%的范围,2022Q1净利润237.33亿人民币,按此推测2022的净利润。按照30%的占比,全年预测利润仅有791亿人民币。按照20%的占比,全年预测利润有1186亿人民币。先看悲观的791亿人民币,参考FACEBOOK市盈率12倍估算,腾讯应值9429亿人民币,股价值127.5港币,如果市场环境不错,按20倍市盈率算,是15820亿人民币,股价值214港币。我们再来看看乐观的1186亿人民币,PE按12倍算,是14232亿人民币,股价对应192.5港币,市场环境不错按20倍PE算,是23720亿人民币,股价对应320港币。总结:未来一年腾讯的股价最乐观是320港币,最悲观是127.5港币。","listText":"我们来看看腾讯近5年,Q1净利润占全年的比例2017年,Q1占29.84%2018年,Q1占29.97%2019年,Q1占29.05%2020年,Q1占18.36%2021年,Q1占21.51%Q1占全年净利润的比例,大概是在20%-30%的范围,2022Q1净利润237.33亿人民币,按此推测2022的净利润。按照30%的占比,全年预测利润仅有791亿人民币。按照20%的占比,全年预测利润有1186亿人民币。先看悲观的791亿人民币,参考FACEBOOK市盈率12倍估算,腾讯应值9429亿人民币,股价值127.5港币,如果市场环境不错,按20倍市盈率算,是15820亿人民币,股价值214港币。我们再来看看乐观的1186亿人民币,PE按12倍算,是14232亿人民币,股价对应192.5港币,市场环境不错按20倍PE算,是23720亿人民币,股价对应320港币。总结:未来一年腾讯的股价最乐观是320港币,最悲观是127.5港币。","text":"我们来看看腾讯近5年,Q1净利润占全年的比例2017年,Q1占29.84%2018年,Q1占29.97%2019年,Q1占29.05%2020年,Q1占18.36%2021年,Q1占21.51%Q1占全年净利润的比例,大概是在20%-30%的范围,2022Q1净利润237.33亿人民币,按此推测2022的净利润。按照30%的占比,全年预测利润仅有791亿人民币。按照20%的占比,全年预测利润有1186亿人民币。先看悲观的791亿人民币,参考FACEBOOK市盈率12倍估算,腾讯应值9429亿人民币,股价值127.5港币,如果市场环境不错,按20倍市盈率算,是15820亿人民币,股价值214港币。我们再来看看乐观的1186亿人民币,PE按12倍算,是14232亿人民币,股价对应192.5港币,市场环境不错按20倍PE算,是23720亿人民币,股价对应320港币。总结:未来一年腾讯的股价最乐观是320港币,最悲观是127.5港币。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/615699003","isVote":1,"tweetType":1,"viewCount":6433,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494387386007890","authorId":"3494387386007890","authorIdStr":"3494387386007890","name":"大空投","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494387386007890"},"content":"这都什么**文章的都能推送。","text":"这都什么**文章的都能推送。","html":"这都什么**文章的都能推送。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628564856,"gmtCreate":1673351301376,"gmtModify":1673351344293,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"2023年1月10日,人民银行、银保监会联合召开主要银行信贷工作座谈会,研究部署落实金融支持稳增长有关工作。会议要求,人民银行、银保监会、各主要银行要全面贯彻落实党的二十大和中央经济工作会议精神,保持对实体经济的信贷支持力度,加大金融对国内需求和供给体系的支持,做好对基建投资、小微企业、科技创新、制造业、绿色发展等重点领域的金融服务,保持房地产融资平稳有序,推动经济运行整体好转,为全面建设社会主义现代化国家开好局起好步提供有力的金融支持。<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"2023年1月10日,人民银行、银保监会联合召开主要银行信贷工作座谈会,研究部署落实金融支持稳增长有关工作。会议要求,人民银行、银保监会、各主要银行要全面贯彻落实党的二十大和中央经济工作会议精神,保持对实体经济的信贷支持力度,加大金融对国内需求和供给体系的支持,做好对基建投资、小微企业、科技创新、制造业、绿色发展等重点领域的金融服务,保持房地产融资平稳有序,推动经济运行整体好转,为全面建设社会主义现代化国家开好局起好步提供有力的金融支持。<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"2023年1月10日,人民银行、银保监会联合召开主要银行信贷工作座谈会,研究部署落实金融支持稳增长有关工作。会议要求,人民银行、银保监会、各主要银行要全面贯彻落实党的二十大和中央经济工作会议精神,保持对实体经济的信贷支持力度,加大金融对国内需求和供给体系的支持,做好对基建投资、小微企业、科技创新、制造业、绿色发展等重点领域的金融服务,保持房地产融资平稳有序,推动经济运行整体好转,为全面建设社会主义现代化国家开好局起好步提供有力的金融支持。$陆金所(LU)$ $纳斯达克100指数(NDX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/628564856","isVote":1,"tweetType":1,"viewCount":6797,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3433108899004485","authorId":"3433108899004485","authorIdStr":"3433108899004485","name":"忠于理想","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3433108899004485"},"content":"陆金所线下门店大规模非法裁员,2023年逾期率肯定大规模爆发,看好它就是找死","text":"陆金所线下门店大规模非法裁员,2023年逾期率肯定大规模爆发,看好它就是找死","html":"陆金所线下门店大规模非法裁员,2023年逾期率肯定大规模爆发,看好它就是找死"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606021639,"gmtCreate":1638802314343,"gmtModify":1638802314343,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>两条路,第一,私有化,则没14也得12美金收购,股价爆升。第二,转版,得港股先上市,而上市的前提之前业务正常,合法,app上架,一旦上架,股价还是爆升。结论,怎么都得爆升。","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>两条路,第一,私有化,则没14也得12美金收购,股价爆升。第二,转版,得港股先上市,而上市的前提之前业务正常,合法,app上架,一旦上架,股价还是爆升。结论,怎么都得爆升。","text":"$滴滴(DIDI)$两条路,第一,私有化,则没14也得12美金收购,股价爆升。第二,转版,得港股先上市,而上市的前提之前业务正常,合法,app上架,一旦上架,股价还是爆升。结论,怎么都得爆升。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/606021639","isVote":1,"tweetType":1,"viewCount":10087,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498032310834282","authorId":"3498032310834282","authorIdStr":"3498032310834282","name":"TheWorld","avatar":"https://static.tigerbbs.com/1bf08ecbcdb9e3ebc88cbcf70a1731e2","crmLevel":2,"crmLevelSwitch":0,"idStr":"3498032310834282"},"content":"那为什么不这样想呢?撇开柳的事情,是什么让你这么坚信回香港上市就回到从前一切美好呢?监管可不会回到香港就万事大吉了,滴滴做出偷偷上市之后以后监管就不会松懈了,然后还有大佬说的VIE结构的股的中美博弈问题。 阿里从反垄断后、蚂蚁现在也是不断下跌中,并没见好哪去。 滴滴的司机很大一部分按以前定义可以算是黑车了。只要上头严厉监管下。能剩多少真正出租车的呢","text":"那为什么不这样想呢?撇开柳的事情,是什么让你这么坚信回香港上市就回到从前一切美好呢?监管可不会回到香港就万事大吉了,滴滴做出偷偷上市之后以后监管就不会松懈了,然后还有大佬说的VIE结构的股的中美博弈问题。 阿里从反垄断后、蚂蚁现在也是不断下跌中,并没见好哪去。 滴滴的司机很大一部分按以前定义可以算是黑车了。只要上头严厉监管下。能剩多少真正出租车的呢","html":"那为什么不这样想呢?撇开柳的事情,是什么让你这么坚信回香港上市就回到从前一切美好呢?监管可不会回到香港就万事大吉了,滴滴做出偷偷上市之后以后监管就不会松懈了,然后还有大佬说的VIE结构的股的中美博弈问题。 阿里从反垄断后、蚂蚁现在也是不断下跌中,并没见好哪去。 滴滴的司机很大一部分按以前定义可以算是黑车了。只要上头严厉监管下。能剩多少真正出租车的呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683502530,"gmtCreate":1656395145524,"gmtModify":1704864646121,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"我们可以想一想泡泡玛特的生意模式与本质。泡泡玛特是做平台还是做内容?大家更认泡泡玛特,那怕泡泡玛特卖的是Bolly,Colly,Dolly。还是说,大家是更认Molly,那怕它在泡泡玛特以外的卖场售卖,也会去买。这是区分泡泡玛特做平台还是内容的本质。譬如说你在滴滴上下单打车,你可能不管来的是大众还是本田,因为你相信滴滴这个平台才下的单。显然,大家更认Molly,而Molly是有签约期限的,那怕没有,潮玩的热度也有其自身生命周期,所以泡泡玛特目前还不算一个平台。","listText":"我们可以想一想泡泡玛特的生意模式与本质。泡泡玛特是做平台还是做内容?大家更认泡泡玛特,那怕泡泡玛特卖的是Bolly,Colly,Dolly。还是说,大家是更认Molly,那怕它在泡泡玛特以外的卖场售卖,也会去买。这是区分泡泡玛特做平台还是内容的本质。譬如说你在滴滴上下单打车,你可能不管来的是大众还是本田,因为你相信滴滴这个平台才下的单。显然,大家更认Molly,而Molly是有签约期限的,那怕没有,潮玩的热度也有其自身生命周期,所以泡泡玛特目前还不算一个平台。","text":"我们可以想一想泡泡玛特的生意模式与本质。泡泡玛特是做平台还是做内容?大家更认泡泡玛特,那怕泡泡玛特卖的是Bolly,Colly,Dolly。还是说,大家是更认Molly,那怕它在泡泡玛特以外的卖场售卖,也会去买。这是区分泡泡玛特做平台还是内容的本质。譬如说你在滴滴上下单打车,你可能不管来的是大众还是本田,因为你相信滴滴这个平台才下的单。显然,大家更认Molly,而Molly是有签约期限的,那怕没有,潮玩的热度也有其自身生命周期,所以泡泡玛特目前还不算一个平台。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/683502530","isVote":1,"tweetType":1,"viewCount":3949,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559101681085093","authorId":"3559101681085093","authorIdStr":"3559101681085093","name":"浩sean555","avatar":"https://static.tigerbbs.com/a17d150cb9397b14e0272ee9135e5b81","crmLevel":2,"crmLevelSwitch":0,"idStr":"3559101681085093"},"content":"泡泡玛特目前的消费场景没法让他做平台,顶多是一个潮玩杂货店,而做内容的话,更不是他自己就能做出来的","text":"泡泡玛特目前的消费场景没法让他做平台,顶多是一个潮玩杂货店,而做内容的话,更不是他自己就能做出来的","html":"泡泡玛特目前的消费场景没法让他做平台,顶多是一个潮玩杂货店,而做内容的话,更不是他自己就能做出来的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622032239,"gmtCreate":1675004477121,"gmtModify":1675004480977,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a>既然高德百度能聚合打车,那为什么我一直还是优先打开滴滴,而不是有几十个品牌网约车的聚合平台。刚好刷到这个,我想我找到答案了 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a>既然高德百度能聚合打车,那为什么我一直还是优先打开滴滴,而不是有几十个品牌网约车的聚合平台。刚好刷到这个,我想我找到答案了 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"$DiDi Global Inc.(DIDIY)$ 既然高德百度能聚合打车,那为什么我一直还是优先打开滴滴,而不是有几十个品牌网约车的聚合平台。刚好刷到这个,我想我找到答案了 $阿里巴巴(BABA)$ $纳斯达克100指数(NDX)$","images":[{"img":"https://static.tigerbbs.com/18ff2e87af899b5e6d90ff700face39f","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/622032239","isVote":1,"tweetType":1,"viewCount":7850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":681009588,"gmtCreate":1656550744346,"gmtModify":1704865151079,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"总股本335.07亿 自愿禁售股份20.02亿,占比5.98%,今天本来解禁98%,现在减5.98%,还有92%可以自由卖出。等待多年的投资人终于可以有回报了。","listText":"总股本335.07亿 自愿禁售股份20.02亿,占比5.98%,今天本来解禁98%,现在减5.98%,还有92%可以自由卖出。等待多年的投资人终于可以有回报了。","text":"总股本335.07亿 自愿禁售股份20.02亿,占比5.98%,今天本来解禁98%,现在减5.98%,还有92%可以自由卖出。等待多年的投资人终于可以有回报了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/681009588","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688100877,"gmtCreate":1657500274904,"gmtModify":1704867376820,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"这个周末,消息面不太妙啊。疫情由之前的重点区域集中爆发转换到大部分区域的零星爆发。零星案例出现以后封控的难度大了很多,不少地方都采取了7天的娱乐场所停业措施。虽然人口流动方面14天行程卡缩短到了7天,但是各地出于自身利益考虑,对流动人口依然是比较严格的限制措施,这非常不利于下半年整个经济的复苏。大锤稍微数了一下,全国32个省、直辖市和自治区居然有将近一半在处理疫情,真是看了让人昏过去的局面<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a><a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>","listText":"这个周末,消息面不太妙啊。疫情由之前的重点区域集中爆发转换到大部分区域的零星爆发。零星案例出现以后封控的难度大了很多,不少地方都采取了7天的娱乐场所停业措施。虽然人口流动方面14天行程卡缩短到了7天,但是各地出于自身利益考虑,对流动人口依然是比较严格的限制措施,这非常不利于下半年整个经济的复苏。大锤稍微数了一下,全国32个省、直辖市和自治区居然有将近一半在处理疫情,真是看了让人昏过去的局面<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a><a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>","text":"这个周末,消息面不太妙啊。疫情由之前的重点区域集中爆发转换到大部分区域的零星爆发。零星案例出现以后封控的难度大了很多,不少地方都采取了7天的娱乐场所停业措施。虽然人口流动方面14天行程卡缩短到了7天,但是各地出于自身利益考虑,对流动人口依然是比较严格的限制措施,这非常不利于下半年整个经济的复苏。大锤稍微数了一下,全国32个省、直辖市和自治区居然有将近一半在处理疫情,真是看了让人昏过去的局面$泡泡玛特(09992)$$恒生科技指数(HSTECH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/688100877","isVote":1,"tweetType":1,"viewCount":10085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602945307,"gmtCreate":1638964459206,"gmtModify":1638964459206,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>对于12月31日解禁的事,大家不用太担心。如果在这之前,已经上架app,股价自然能上去,大家该获利该解套的自行操作即可。如果在这之后,才能上架app,那如果你是股东,或者公司持有股权的员工,何不再等等,等到业务恢复正常,股价有一定回归,都不差那点时间了。","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>对于12月31日解禁的事,大家不用太担心。如果在这之前,已经上架app,股价自然能上去,大家该获利该解套的自行操作即可。如果在这之后,才能上架app,那如果你是股东,或者公司持有股权的员工,何不再等等,等到业务恢复正常,股价有一定回归,都不差那点时间了。","text":"$滴滴(DIDI)$对于12月31日解禁的事,大家不用太担心。如果在这之前,已经上架app,股价自然能上去,大家该获利该解套的自行操作即可。如果在这之后,才能上架app,那如果你是股东,或者公司持有股权的员工,何不再等等,等到业务恢复正常,股价有一定回归,都不差那点时间了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/602945307","isVote":1,"tweetType":1,"viewCount":5417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629192543,"gmtCreate":1670322507083,"gmtModify":1670322509932,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a>陆金所的利润,来自于贷出利息减去资金成本。 譬如贷款出去8%,资金成本5%,就能净赚3%,这里暂且忽略销售研发行政开支这些。 资金成本贵了,贷款的利息就贵,是同步变化的,就如面粉贵了,面包就得贵,就算同行竞争也是这样,大的盘子就是通胀同落,不可能只有陆金所面粉贵了,同行的面粉就便宜了。 决定陆金所利润,主要来自于贷款规模与坏账率。 坏账率其实都差不了多少,大数据下,信息基本都是透明的。 所以,主要看贷款规模,而这取决于整体经济。 愿意贷款做生意的多了,陆金所利润就高,大家都收缩规模,担心疫情,借的钱能还就还,不愿意扩张,陆金所利润就低。 预计接下来会宽货币,宽信用刺激经济,出台更多有利措施,这事关新一届执政班子的成果问题。 所以所以陆金所只能是触底向上,2023年预计会回到4~6元/股的区间,现在建仓利润是100%~200%。","listText":"<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a>陆金所的利润,来自于贷出利息减去资金成本。 譬如贷款出去8%,资金成本5%,就能净赚3%,这里暂且忽略销售研发行政开支这些。 资金成本贵了,贷款的利息就贵,是同步变化的,就如面粉贵了,面包就得贵,就算同行竞争也是这样,大的盘子就是通胀同落,不可能只有陆金所面粉贵了,同行的面粉就便宜了。 决定陆金所利润,主要来自于贷款规模与坏账率。 坏账率其实都差不了多少,大数据下,信息基本都是透明的。 所以,主要看贷款规模,而这取决于整体经济。 愿意贷款做生意的多了,陆金所利润就高,大家都收缩规模,担心疫情,借的钱能还就还,不愿意扩张,陆金所利润就低。 预计接下来会宽货币,宽信用刺激经济,出台更多有利措施,这事关新一届执政班子的成果问题。 所以所以陆金所只能是触底向上,2023年预计会回到4~6元/股的区间,现在建仓利润是100%~200%。","text":"$陆金所(LU)$ 陆金所的利润,来自于贷出利息减去资金成本。 譬如贷款出去8%,资金成本5%,就能净赚3%,这里暂且忽略销售研发行政开支这些。 资金成本贵了,贷款的利息就贵,是同步变化的,就如面粉贵了,面包就得贵,就算同行竞争也是这样,大的盘子就是通胀同落,不可能只有陆金所面粉贵了,同行的面粉就便宜了。 决定陆金所利润,主要来自于贷款规模与坏账率。 坏账率其实都差不了多少,大数据下,信息基本都是透明的。 所以,主要看贷款规模,而这取决于整体经济。 愿意贷款做生意的多了,陆金所利润就高,大家都收缩规模,担心疫情,借的钱能还就还,不愿意扩张,陆金所利润就低。 预计接下来会宽货币,宽信用刺激经济,出台更多有利措施,这事关新一届执政班子的成果问题。 所以所以陆金所只能是触底向上,2023年预计会回到4~6元/股的区间,现在建仓利润是100%~200%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/629192543","isVote":1,"tweetType":1,"viewCount":7897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606062500,"gmtCreate":1638801977236,"gmtModify":1638801977236,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>说真的,滴滴低于9元都是白菜价,价值摆在那,2017年D轮融资都已经700亿美金。","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>说真的,滴滴低于9元都是白菜价,价值摆在那,2017年D轮融资都已经700亿美金。","text":"$滴滴(DIDI)$说真的,滴滴低于9元都是白菜价,价值摆在那,2017年D轮融资都已经700亿美金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606062500","isVote":1,"tweetType":1,"viewCount":2708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605861601,"gmtCreate":1639145746495,"gmtModify":1639145746495,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>抄底","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>抄底","text":"$滴滴(DIDI)$抄底","images":[{"img":"https://static.tigerbbs.com/8e292a2f9f3e8c76310c38e73c168121","width":"1200","height":"880"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/605861601","isVote":1,"tweetType":1,"viewCount":4061,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475561889151459","authorId":"3475561889151459","authorIdStr":"3475561889151459","name":"爱我丿你pua了吗丿","avatar":"https://static.tigerbbs.com/b41b5b0589d44d32c4cf314eba0c70b1","crmLevel":1,"crmLevelSwitch":1,"idStr":"3475561889151459"},"content":"多研究下其他股票吧 滴滴尽量别买 除非美股不跌 才能轮到中概涨 不然真的也就自己人买 没什么上涨幅度","text":"多研究下其他股票吧 滴滴尽量别买 除非美股不跌 才能轮到中概涨 不然真的也就自己人买 没什么上涨幅度","html":"多研究下其他股票吧 滴滴尽量别买 除非美股不跌 才能轮到中概涨 不然真的也就自己人买 没什么上涨幅度"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":683412980,"gmtCreate":1656467557345,"gmtModify":1704864868178,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a> 空池数量多寡,实际上是多空双方的观点较量。空池数量多,表示有更多人愿意长期持有该股票,并且看好它长期的成长,目前先借出赚点利息问题不大,同时,看空的人不多,没有太多人去融券。空池数量少,表示没有多少人愿意长期持有,都想着短时间内卖出,所以就没必要投到空池去;同时,看空的人很多,空池有货就会立刻被借掉。","listText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a> 空池数量多寡,实际上是多空双方的观点较量。空池数量多,表示有更多人愿意长期持有该股票,并且看好它长期的成长,目前先借出赚点利息问题不大,同时,看空的人不多,没有太多人去融券。空池数量少,表示没有多少人愿意长期持有,都想着短时间内卖出,所以就没必要投到空池去;同时,看空的人很多,空池有货就会立刻被借掉。","text":"$商汤-W(00020)$ 空池数量多寡,实际上是多空双方的观点较量。空池数量多,表示有更多人愿意长期持有该股票,并且看好它长期的成长,目前先借出赚点利息问题不大,同时,看空的人不多,没有太多人去融券。空池数量少,表示没有多少人愿意长期持有,都想着短时间内卖出,所以就没必要投到空池去;同时,看空的人很多,空池有货就会立刻被借掉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/683412980","isVote":1,"tweetType":1,"viewCount":2551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870507770,"gmtCreate":1636629825711,"gmtModify":1636629825711,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>如果滴滴近期就能上架,为什么还折腾外卖,还不是主业无事可做,才开开分矿","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>如果滴滴近期就能上架,为什么还折腾外卖,还不是主业无事可做,才开开分矿","text":"$滴滴(DIDI)$如果滴滴近期就能上架,为什么还折腾外卖,还不是主业无事可做,才开开分矿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/870507770","isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1856146972380","authorId":"1856146972380","authorIdStr":"1856146972380","name":"wanglily","avatar":"https://static.tigerbbs.com/fc2ba1b3783f9258a4a62dd99a652379","crmLevel":1,"crmLevelSwitch":0,"idStr":"1856146972380"},"content":"换个角度,有新产品发布是不是说明政府已经松绑了呢","text":"换个角度,有新产品发布是不是说明政府已经松绑了呢","html":"换个角度,有新产品发布是不是说明政府已经松绑了呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624388058,"gmtCreate":1677076203274,"gmtModify":1677076204389,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"特斯拉十年后的股价是3000元,而不是300元,只是需要时间来兑现 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"特斯拉十年后的股价是3000元,而不是300元,只是需要时间来兑现 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"特斯拉十年后的股价是3000元,而不是300元,只是需要时间来兑现 $特斯拉(TSLA)$ $纳斯达克100指数(NDX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/624388058","isVote":1,"tweetType":1,"viewCount":2990,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575502498398522","authorId":"3575502498398522","authorIdStr":"3575502498398522","name":"一介草民sx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575502498398522"},"content":"格局小了,十年后30000刀","text":"格局小了,十年后30000刀","html":"格局小了,十年后30000刀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628107514,"gmtCreate":1672932312538,"gmtModify":1672932313860,"author":{"id":"3484858662607713","authorId":"3484858662607713","authorIdStr":"3484858662607713","name":"老白投资","avatar":"https://static.tigerbbs.com/14501b527c168ba0bd1228bcef64b908","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484858662607713"},"themes":[],"htmlText":"陆金所是金融机构,反映的是经济行情,封控期间没人愿意借贷扩张的,至暗时刻带来了最低的价格,后面经济复苏,就会跟随升上去,是年内三倍股<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a><a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"陆金所是金融机构,反映的是经济行情,封控期间没人愿意借贷扩张的,至暗时刻带来了最低的价格,后面经济复苏,就会跟随升上去,是年内三倍股<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$ </a><a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"陆金所是金融机构,反映的是经济行情,封控期间没人愿意借贷扩张的,至暗时刻带来了最低的价格,后面经济复苏,就会跟随升上去,是年内三倍股$陆金所(LU)$ $爱奇艺(IQ)$ $纳斯达克100指数(NDX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628107514","isVote":1,"tweetType":1,"viewCount":1273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}