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李艳娥
安全边界、成长性、能力圈、信息获取、确定性、集中投资组合。
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李艳娥
2019-05-06
$特斯拉(TSLA)$送18亿欧元给特斯拉[笑哭]
李艳娥
2019-05-04
$蔚来(NIO)$ 有什么发生嘛,
李艳娥
2019-05-04
$蔚来(NIO)$ 奇了怪[得意]
李艳娥
2019-05-03
$亚马逊(AMZN)$ 这末日期权一天涨了好几十倍[笑哭]
李艳娥
2019-05-03
$TSLA 20190510 250.0 CALL(TSLA)$ 小资金买点玩玩,挺有意思的,买了几个都老涨期权都涨了[得意]
李艳娥
2019-05-02
$特斯拉(TSLA)$ 准备开盘买期权,你这样搞[笑哭]
李艳娥
2019-04-28
$蔚来(NIO)$ 变更注册资本,啥情况[真香]
李艳娥
2019-04-16
$优信(UXIN)$ 差1分破新低[贱笑]
李艳娥
2019-04-16
$优信(UXIN)$ 要破新低了牛逼[得意]
李艳娥
2019-04-16
$优信(UXIN)$ 优信十倍股,谈谈我对优信的分析,来分析优信之前我们先谈谈美国的车美仕,车美仕2018年财报成交额120万辆,成交金额162.8亿美金,大约1100亿人民币左右,优信2018年是550亿人民币成交额,车美仕是优信的一倍,那为什么车美仕盈利能力这么强,核心是货币化能力,车美仕的毛利率是14%,由于车美仕属于存货销售加上汽车金融延保等所以营收是超过销售额的,这也是优信和车美仕营收差别这么远的原因,其实2家公司差别并不是很大,只是确认收入的方式不一样而已,车美仕在二手车链条中通过二手车交易、汽车金融、延保等方式赚取了交易额的14%,那优信赚取了多少,2018年财报成交额550亿,营收额33亿,那意思优信赚取了6%,我认为随着货币化提升,优信赚取10-12%是成熟期的水平,但是优信成长性比车美仕强,如果优信的成交额能做到车美仕一样,以目前的情况增长一倍左右,可以达到车美仕的规模,货币化能力只要达到车美仕的70%,市值就可以达到80亿美金。
李艳娥
2019-04-13
$优信(UXIN)$ 六连跌,哈哈,我要买咯[得意]
李艳娥
2019-04-11
$朴新教育(NEW)$低点买的人要翻倍了[强]
李艳娥
2019-04-05
$虎牙(HUYA)$昨天第一次日内短线做空你,就赚了6%,爱你哦[贱笑]
李艳娥
2019-04-05
$优信(UXIN)$ 嘿嘿,一直飙升开心[得意]
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这末日期权一天涨了好几十倍[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/903863760","isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":903144846,"gmtCreate":1556894084785,"gmtModify":1704801490561,"author":{"id":"3486787275089599","authorId":"3486787275089599","name":"李艳娥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486787275089599","authorIdStr":"3486787275089599"},"themes":[],"htmlText":"$TSLA 20190510 250.0 CALL(TSLA)$ 小资金买点玩玩,挺有意思的,买了几个都老涨期权都涨了[得意]","listText":"$TSLA 20190510 250.0 CALL(TSLA)$ 小资金买点玩玩,挺有意思的,买了几个都老涨期权都涨了[得意]","text":"$TSLA 20190510 250.0 CALL(TSLA)$ 小资金买点玩玩,挺有意思的,买了几个都老涨期权都涨了[得意]","images":[{"img":"https://static.tigerbbs.com/3cee6d07c20c701eed7307fa7bb75045"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/903144846","isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":903914508,"gmtCreate":1556798427504,"gmtModify":1704801172992,"author":{"id":"3486787275089599","authorId":"3486787275089599","name":"李艳娥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486787275089599","authorIdStr":"3486787275089599"},"themes":[],"htmlText":"$特斯拉(TSLA)$ 准备开盘买期权,你这样搞[笑哭]","listText":"$特斯拉(TSLA)$ 准备开盘买期权,你这样搞[笑哭]","text":"$特斯拉(TSLA)$ 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