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翻身农奴把歌唱
2020-07-08
一只海外狗的2020年上半年投资复盘
简单自我介绍一下,男,30岁,目前独居在海外某小国近十年。感觉2020年上半年是我活了三十年过的最快的半年了,一场突如其来的疫情让这个本来就慢半拍的国家更慢了。言归正传,年初自己刚开业的一家店还没做起来就不得不扑街了。宅在家里太闲又没老婆于是玩老虎的时间就多了些。按仓位的大小来谈谈我目前持有的几只股票。
$小米集团-W(01810)$
小米是我从它上市起就持有的股票,原因很简单,我是多年米粉,从手机到牙刷,甚至鞋都是小米。可以说小米是我的持仓中唯一感情驱动的投资。也许等哪天小米的产品不再厚道了,就到了我清仓小米的时候了。
$蔚来(NIO)$
从拿到合肥投资开始加仓蔚来。说实话一开始并没有那么看好蔚来,实在是因为国产电动车目前能打的也就蔚来理想小鹏。如果中国能出一个能跟特斯拉比划比划的企业。目前来看,蔚来的概率最大。但这几天蔚来涨的我也有点儿快拿不住了。
$老虎证券(TIGR)$
投资老虎的逻辑很简单,互联网券商中老虎最好用。只要产品好用,背靠中国天量的中产人数,老虎的用户会越来越多。目前来看最大的风险还是政策风险。
$阿里巴巴(BABA)$
如果未来中国也有公司市值能破万亿美金,肯定会有阿里。
$百度(BIDU)$
个人感觉被严重低估。
$TCL科技(000100)$
大A股中为数不多的有真技术的公司。
一只海外狗的2020年上半年投资复盘
翻身农奴把歌唱
2020-08-01
关于电动车行业的几个不成熟的看法
借着最近电动车的热度小弟也谈几个不成熟的看法,顺便把虎币任务做一做[得意] 1. 个人感觉王兴,张磊,张一鸣投的不是理想的增程式,投的是理想的李想这个人。毫无疑问李想本人是各路投资人最喜欢的那类创业者。我个人也相信李想把理想做好的概率很大。 2. 增程式只是过度方案,而且增程式使得汽车的构造更加复杂,所以大概率增程式电车的小毛病会远远多于纯电车。增程式汽车最好的时间窗口应该就在电池技术取得突破进展之前的这几年。 3. 在纯电已经是确定趋势的当下,所有的资源技术人才都会像纯电领域倾斜。个人认为三年甚至两年内电池的续航就会突破1000公里。届时里程焦虑肯定会极大缓解。 4. 现阶段理想蔚来的对手绝不是彼此,甚至不是特斯拉。尽快提高民众对电动车的接受度才是第一任务。 5. 理想现在的任务是抓住现在的时间窗口使劲的卖理想one提升公司的现金流。然后在电池技术取得突破之前推出一款有竞争力的纯电车。届时才是理想市值真正起飞的时候。 6. 我个人是不太看好传统车厂的。一个很重要的原因就是纯电车一定会损害当地4s店经销商的利益,而传统车厂又得靠4s店经销商卖车。在国外更复杂还得应付工会。这里面的利益纠葛太多,所以传统车厂造电车才会这么迟缓。 7. 电动车的赛道足够宽足够长,绝对容得下蔚来理想特斯拉,各位老铁真没啥撕的。 最后不论是蔚来还是理想市值肯定都不止今天这点,没啥好担心的。找一个好的时间点拿住就行。正好字数凑够了,祝大家发财[美金] [美金] [美金]
$理想汽车(LI)$
$蔚来(NIO)$
关于电动车行业的几个不成熟的看法
翻身农奴把歌唱
2020-12-24
写在阿里持续下跌之际
2020年真是魔幻的一年,对于阿里来说更是如此,两个月前的阿里吃香喝辣,现在的阿里吃糠喝稀。很魔幻,20年的阿里和18年的腾讯极度相似,都是人人喊打的老鼠。两年前的我问了自己几个关于腾讯的问题换个名字同样适合现在的阿里。1. 阿里现在还是不是中国最优秀的企业之一?还是不是中国最核心的资产?2. 中国的经济会不会崩溃?阿里还能不能继续享受中国持续发展的红利?3. 未来中国会不会诞生万亿美元的公司?谁最有可能,阿里?腾讯?还是茅台??4. 阿里的基本面有没有发生根本性变化?支付宝大家还用不用?淘宝还买不买东西?上班还用不用钉钉?闲鱼还卖不卖原味内裤??5. 反垄断的目的是什么?是要搞死阿里还是让互联网圈更加有序?后垄断时代阿里还有没有竞争优势?大家选择阿里的产品是因为好用还是因为产品好?6. 投资是往前看还是往回看?往回看阿里是中国过去20年最成功的公司。往前看阿里的增速依然没有明显放缓,阿里云做为阿里的第二增长曲线是否被低估?声明本人最近开始准备陆续建仓阿里,所以本文不具备任何投资建议仅作为对自己日常主观思考的记录[微笑] [微笑] [微笑]
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
写在阿里持续下跌之际
翻身农奴把歌唱
2019-07-27
$万达体育(WSG)$
上次如涵暴跌后王思聪说盈利方式未被验证,这次不知道有啥说法没[捂脸]
翻身农奴把歌唱
2018-09-28
$美团点评-W(03690)$感觉美团没有众韭菜们说的那么不堪啊,除了外卖业务,酒店旅游业务也超携程了啊,再涉及打车业务,硬刚滴滴,全面发展啊。感觉目前4000亿有点多,3000亿港币还是值的。未来两年如果能打赢和饿了吗口碑的战役,市值过千亿美金还是有可能的。
翻身农奴把歌唱
2020-01-02
$小米集团-W(01810)$
卧槽,常程加入小米。。。怎么这么讽刺[捂嘴]
翻身农奴把歌唱
2019-07-10
$小米集团-W(01810)$
稍微偶尔雄起一下吧,你一直这么萎靡我在头条里都对喷不过别人[喷血] [喷血] [喷血]
翻身农奴把歌唱
2021-02-25
这一周股市真有意思啊,a股报团股持续回调,港股更是玩起了自爆卡车,美股前期大涨的中小科技股也忙着挤泡沫。作为小散韭菜的我正好趁着这个机会检视了一下手里的票,竟然有一种天下牛批公司尽在我手里的感觉,手里的每一个公司都舍不得减仓。逻辑上来说既然不减仓那就只能加仓了,想了想就加了点儿阿里,加了点DM。加完DM和阿里后手痒又新建仓了点儿23and me,建完后发现23and me这个公司跟我可太有缘了,正好我今年32岁,卧槽23和32,那不就是我的公司吗!!然后又继续加了点儿。。。哈哈,Mark一下,年底再看看今天的操作[思考] [思考] [思考]
$阿里巴巴(BABA)$
$Desktop Metal Inc.(DM)$
$VG Acquisition Corp(VGAC)$
翻身农奴把歌唱
2020-01-07
$哔哩哔哩(BILI)$
之前13.8买哔哩哔哩15就下车的我想剁掉自己的手。请问拿不住贪小利的毛病怎样才能治好?[流泪][流泪]
翻身农奴把歌唱
2020-01-08
$小米集团-W(01810)$
这个有点儿意思啊
翻身农奴把歌唱
2020-01-18
$老虎证券(TIGR)$
$小米集团-W(01810)$
$蔚来(NIO)$
新西兰新春花市居然看见了老虎摆摊。。。
翻身农奴把歌唱
2020-02-15
$Helios and Matheson Analytics Inc(HMNY)$
人生第一支亏光股。。。
翻身农奴把歌唱
2019-09-28
$蔚来(NIO)$
厉害了,这个价格是不是说明你可以从二级市场以一级市场的价格买入蔚来?[财迷]
翻身农奴把歌唱
2019-08-09
$百度(BIDU)$
仅从股价来看,现在的百度好诱人,可惜已经满仓了。。。
翻身农奴把歌唱
2019-08-23
$贵州茅台(600519)$
磕头了磕头了磕头了给你磕头了茅台爸爸。。。。
翻身农奴把歌唱
2019-07-02
$中烟香港(06055)$ 同时错过了zoom 人造肉 和这货!!!感觉生活处处都有人撒钱,我他妈就是挺起了腰杆说不要!!!我真是个正人君子啊!!从心底鄙视你们这些投机客!!!
翻身农奴把歌唱
2019-09-10
$小米集团-W(01810)$
刚刚在铁血军事这类的公众号以及网站发现了小米的广告。我心甚慰啊,看来小米的营销团队来高人了,在国内和华为竞争一定要把自己定位成爱国且具有核心技术的科技公司才行啊,就算技术不行起码也要让路人觉得你行才是正确的营销啊。[吃瓜] [吃瓜] [吃瓜]
翻身农奴把歌唱
2021-02-10
形式跟2010年左右的YY一毛一样,甚至还不如YY[捂脸] ,所以暂时利好百度??[笑哭] [笑哭] 本质就是邀请制加名人背书导致人为的出现高逼格和鄙视链顶端带来的快感所以火,感觉等开放了逼格低了鄙视链没了软件也就黄了。
抱歉,原内容已删除
翻身农奴把歌唱
2021-11-23
$新氧(SY)$
脸都不要了,上一个这么明目张胆不把中小股东利益放在眼里的是陈欧…
去老虎APP查看更多动态
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me这个公司跟我可太有缘了,正好我今年32岁,卧槽23和32,那不就是我的公司吗!!然后又继续加了点儿。。。哈哈,Mark一下,年底再看看今天的操作[思考] [思考] [思考] <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/DM\">$Desktop Metal Inc.(DM)$</a><a href=\"https://laohu8.com/S/VGAC\">$VG Acquisition Corp(VGAC)$</a>","listText":"这一周股市真有意思啊,a股报团股持续回调,港股更是玩起了自爆卡车,美股前期大涨的中小科技股也忙着挤泡沫。作为小散韭菜的我正好趁着这个机会检视了一下手里的票,竟然有一种天下牛批公司尽在我手里的感觉,手里的每一个公司都舍不得减仓。逻辑上来说既然不减仓那就只能加仓了,想了想就加了点儿阿里,加了点DM。加完DM和阿里后手痒又新建仓了点儿23and me,建完后发现23and me这个公司跟我可太有缘了,正好我今年32岁,卧槽23和32,那不就是我的公司吗!!然后又继续加了点儿。。。哈哈,Mark一下,年底再看看今天的操作[思考] [思考] [思考] <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/DM\">$Desktop Metal Inc.(DM)$</a><a href=\"https://laohu8.com/S/VGAC\">$VG Acquisition Corp(VGAC)$</a>","text":"这一周股市真有意思啊,a股报团股持续回调,港股更是玩起了自爆卡车,美股前期大涨的中小科技股也忙着挤泡沫。作为小散韭菜的我正好趁着这个机会检视了一下手里的票,竟然有一种天下牛批公司尽在我手里的感觉,手里的每一个公司都舍不得减仓。逻辑上来说既然不减仓那就只能加仓了,想了想就加了点儿阿里,加了点DM。加完DM和阿里后手痒又新建仓了点儿23and me,建完后发现23and me这个公司跟我可太有缘了,正好我今年32岁,卧槽23和32,那不就是我的公司吗!!然后又继续加了点儿。。。哈哈,Mark一下,年底再看看今天的操作[思考] [思考] [思考] $阿里巴巴(BABA)$$Desktop Metal Inc.(DM)$$VG Acquisition Corp(VGAC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/361105409","isVote":1,"tweetType":1,"viewCount":8114,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576995820347606","authorId":"3576995820347606","name":"想不到的你","avatar":"https://static.tigerbbs.com/882a8daac154417e58d3f0ab3f66739d","crmLevel":1,"crmLevelSwitch":0},"content":"点赞!学习","text":"点赞!学习","html":"点赞!学习"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381351025,"gmtCreate":1612935418767,"gmtModify":1703767131515,"author":{"id":"3489272202088110","authorId":"3489272202088110","name":"翻身农奴把歌唱","avatar":"https://static.tigerbbs.com/49939bff27d8e5e521291ed33a493b5c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"形式跟2010年左右的YY一毛一样,甚至还不如YY[捂脸] ,所以暂时利好百度??[笑哭] [笑哭] 本质就是邀请制加名人背书导致人为的出现高逼格和鄙视链顶端带来的快感所以火,感觉等开放了逼格低了鄙视链没了软件也就黄了。","listText":"形式跟2010年左右的YY一毛一样,甚至还不如YY[捂脸] ,所以暂时利好百度??[笑哭] [笑哭] 本质就是邀请制加名人背书导致人为的出现高逼格和鄙视链顶端带来的快感所以火,感觉等开放了逼格低了鄙视链没了软件也就黄了。","text":"形式跟2010年左右的YY一毛一样,甚至还不如YY[捂脸] ,所以暂时利好百度??[笑哭] [笑哭] 本质就是邀请制加名人背书导致人为的出现高逼格和鄙视链顶端带来的快感所以火,感觉等开放了逼格低了鄙视链没了软件也就黄了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/381351025","repostId":"2110238099","repostType":4,"isVote":1,"tweetType":1,"viewCount":4185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339348574,"gmtCreate":1608778016398,"gmtModify":1703736716796,"author":{"id":"3489272202088110","authorId":"3489272202088110","name":"翻身农奴把歌唱","avatar":"https://static.tigerbbs.com/49939bff27d8e5e521291ed33a493b5c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"写在阿里持续下跌之际","htmlText":"2020年真是魔幻的一年,对于阿里来说更是如此,两个月前的阿里吃香喝辣,现在的阿里吃糠喝稀。很魔幻,20年的阿里和18年的腾讯极度相似,都是人人喊打的老鼠。两年前的我问了自己几个关于腾讯的问题换个名字同样适合现在的阿里。1. 阿里现在还是不是中国最优秀的企业之一?还是不是中国最核心的资产?2. 中国的经济会不会崩溃?阿里还能不能继续享受中国持续发展的红利?3. 未来中国会不会诞生万亿美元的公司?谁最有可能,阿里?腾讯?还是茅台??4. 阿里的基本面有没有发生根本性变化?支付宝大家还用不用?淘宝还买不买东西?上班还用不用钉钉?闲鱼还卖不卖原味内裤??5. 反垄断的目的是什么?是要搞死阿里还是让互联网圈更加有序?后垄断时代阿里还有没有竞争优势?大家选择阿里的产品是因为好用还是因为产品好?6. 投资是往前看还是往回看?往回看阿里是中国过去20年最成功的公司。往前看阿里的增速依然没有明显放缓,阿里云做为阿里的第二增长曲线是否被低估?声明本人最近开始准备陆续建仓阿里,所以本文不具备任何投资建议仅作为对自己日常主观思考的记录[微笑] [微笑] [微笑] <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)$</a>","listText":"2020年真是魔幻的一年,对于阿里来说更是如此,两个月前的阿里吃香喝辣,现在的阿里吃糠喝稀。很魔幻,20年的阿里和18年的腾讯极度相似,都是人人喊打的老鼠。两年前的我问了自己几个关于腾讯的问题换个名字同样适合现在的阿里。1. 阿里现在还是不是中国最优秀的企业之一?还是不是中国最核心的资产?2. 中国的经济会不会崩溃?阿里还能不能继续享受中国持续发展的红利?3. 未来中国会不会诞生万亿美元的公司?谁最有可能,阿里?腾讯?还是茅台??4. 阿里的基本面有没有发生根本性变化?支付宝大家还用不用?淘宝还买不买东西?上班还用不用钉钉?闲鱼还卖不卖原味内裤??5. 反垄断的目的是什么?是要搞死阿里还是让互联网圈更加有序?后垄断时代阿里还有没有竞争优势?大家选择阿里的产品是因为好用还是因为产品好?6. 投资是往前看还是往回看?往回看阿里是中国过去20年最成功的公司。往前看阿里的增速依然没有明显放缓,阿里云做为阿里的第二增长曲线是否被低估?声明本人最近开始准备陆续建仓阿里,所以本文不具备任何投资建议仅作为对自己日常主观思考的记录[微笑] [微笑] [微笑] <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>","text":"2020年真是魔幻的一年,对于阿里来说更是如此,两个月前的阿里吃香喝辣,现在的阿里吃糠喝稀。很魔幻,20年的阿里和18年的腾讯极度相似,都是人人喊打的老鼠。两年前的我问了自己几个关于腾讯的问题换个名字同样适合现在的阿里。1. 阿里现在还是不是中国最优秀的企业之一?还是不是中国最核心的资产?2. 中国的经济会不会崩溃?阿里还能不能继续享受中国持续发展的红利?3. 未来中国会不会诞生万亿美元的公司?谁最有可能,阿里?腾讯?还是茅台??4. 阿里的基本面有没有发生根本性变化?支付宝大家还用不用?淘宝还买不买东西?上班还用不用钉钉?闲鱼还卖不卖原味内裤??5. 反垄断的目的是什么?是要搞死阿里还是让互联网圈更加有序?后垄断时代阿里还有没有竞争优势?大家选择阿里的产品是因为好用还是因为产品好?6. 投资是往前看还是往回看?往回看阿里是中国过去20年最成功的公司。往前看阿里的增速依然没有明显放缓,阿里云做为阿里的第二增长曲线是否被低估?声明本人最近开始准备陆续建仓阿里,所以本文不具备任何投资建议仅作为对自己日常主观思考的记录[微笑] [微笑] [微笑] $阿里巴巴(BABA)$$阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":30,"commentSize":15,"repostSize":3,"link":"https://laohu8.com/post/339348574","isVote":1,"tweetType":1,"viewCount":17227,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503286710162486","authorId":"3503286710162486","name":"Callous","avatar":"https://static.tigerbbs.com/9783572e82eee0e24b7afe5fe5e4e309","crmLevel":1,"crmLevelSwitch":0},"content":"货是好货但是不知道值不值这个钱,如果花呗借呗被严格监管的话你确定阿里真的值这个价?","text":"货是好货但是不知道值不值这个钱,如果花呗借呗被严格监管的话你确定阿里真的值这个价?","html":"货是好货但是不知道值不值这个钱,如果花呗借呗被严格监管的话你确定阿里真的值这个价?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945019220,"gmtCreate":1596285873260,"gmtModify":1704211956044,"author":{"id":"3489272202088110","authorId":"3489272202088110","name":"翻身农奴把歌唱","avatar":"https://static.tigerbbs.com/49939bff27d8e5e521291ed33a493b5c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"关于电动车行业的几个不成熟的看法","htmlText":"借着最近电动车的热度小弟也谈几个不成熟的看法,顺便把虎币任务做一做[得意] 1. 个人感觉王兴,张磊,张一鸣投的不是理想的增程式,投的是理想的李想这个人。毫无疑问李想本人是各路投资人最喜欢的那类创业者。我个人也相信李想把理想做好的概率很大。 2. 增程式只是过度方案,而且增程式使得汽车的构造更加复杂,所以大概率增程式电车的小毛病会远远多于纯电车。增程式汽车最好的时间窗口应该就在电池技术取得突破进展之前的这几年。 3. 在纯电已经是确定趋势的当下,所有的资源技术人才都会像纯电领域倾斜。个人认为三年甚至两年内电池的续航就会突破1000公里。届时里程焦虑肯定会极大缓解。 4. 现阶段理想蔚来的对手绝不是彼此,甚至不是特斯拉。尽快提高民众对电动车的接受度才是第一任务。 5. 理想现在的任务是抓住现在的时间窗口使劲的卖理想one提升公司的现金流。然后在电池技术取得突破之前推出一款有竞争力的纯电车。届时才是理想市值真正起飞的时候。 6. 我个人是不太看好传统车厂的。一个很重要的原因就是纯电车一定会损害当地4s店经销商的利益,而传统车厂又得靠4s店经销商卖车。在国外更复杂还得应付工会。这里面的利益纠葛太多,所以传统车厂造电车才会这么迟缓。 7. 电动车的赛道足够宽足够长,绝对容得下蔚来理想特斯拉,各位老铁真没啥撕的。 最后不论是蔚来还是理想市值肯定都不止今天这点,没啥好担心的。找一个好的时间点拿住就行。正好字数凑够了,祝大家发财[美金] [美金] [美金] <a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"借着最近电动车的热度小弟也谈几个不成熟的看法,顺便把虎币任务做一做[得意] 1. 个人感觉王兴,张磊,张一鸣投的不是理想的增程式,投的是理想的李想这个人。毫无疑问李想本人是各路投资人最喜欢的那类创业者。我个人也相信李想把理想做好的概率很大。 2. 增程式只是过度方案,而且增程式使得汽车的构造更加复杂,所以大概率增程式电车的小毛病会远远多于纯电车。增程式汽车最好的时间窗口应该就在电池技术取得突破进展之前的这几年。 3. 在纯电已经是确定趋势的当下,所有的资源技术人才都会像纯电领域倾斜。个人认为三年甚至两年内电池的续航就会突破1000公里。届时里程焦虑肯定会极大缓解。 4. 现阶段理想蔚来的对手绝不是彼此,甚至不是特斯拉。尽快提高民众对电动车的接受度才是第一任务。 5. 理想现在的任务是抓住现在的时间窗口使劲的卖理想one提升公司的现金流。然后在电池技术取得突破之前推出一款有竞争力的纯电车。届时才是理想市值真正起飞的时候。 6. 我个人是不太看好传统车厂的。一个很重要的原因就是纯电车一定会损害当地4s店经销商的利益,而传统车厂又得靠4s店经销商卖车。在国外更复杂还得应付工会。这里面的利益纠葛太多,所以传统车厂造电车才会这么迟缓。 7. 电动车的赛道足够宽足够长,绝对容得下蔚来理想特斯拉,各位老铁真没啥撕的。 最后不论是蔚来还是理想市值肯定都不止今天这点,没啥好担心的。找一个好的时间点拿住就行。正好字数凑够了,祝大家发财[美金] [美金] [美金] <a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"借着最近电动车的热度小弟也谈几个不成熟的看法,顺便把虎币任务做一做[得意] 1. 个人感觉王兴,张磊,张一鸣投的不是理想的增程式,投的是理想的李想这个人。毫无疑问李想本人是各路投资人最喜欢的那类创业者。我个人也相信李想把理想做好的概率很大。 2. 增程式只是过度方案,而且增程式使得汽车的构造更加复杂,所以大概率增程式电车的小毛病会远远多于纯电车。增程式汽车最好的时间窗口应该就在电池技术取得突破进展之前的这几年。 3. 在纯电已经是确定趋势的当下,所有的资源技术人才都会像纯电领域倾斜。个人认为三年甚至两年内电池的续航就会突破1000公里。届时里程焦虑肯定会极大缓解。 4. 现阶段理想蔚来的对手绝不是彼此,甚至不是特斯拉。尽快提高民众对电动车的接受度才是第一任务。 5. 理想现在的任务是抓住现在的时间窗口使劲的卖理想one提升公司的现金流。然后在电池技术取得突破之前推出一款有竞争力的纯电车。届时才是理想市值真正起飞的时候。 6. 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>如果未来中国也有公司市值能破万亿美金,肯定会有阿里。<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>个人感觉被严重低估。<a href=\"https://laohu8.com/S/000100\">$TCL科技(000100)$</a>大A股中为数不多的有真技术的公司。","text":"简单自我介绍一下,男,30岁,目前独居在海外某小国近十年。感觉2020年上半年是我活了三十年过的最快的半年了,一场突如其来的疫情让这个本来就慢半拍的国家更慢了。言归正传,年初自己刚开业的一家店还没做起来就不得不扑街了。宅在家里太闲又没老婆于是玩老虎的时间就多了些。按仓位的大小来谈谈我目前持有的几只股票。$小米集团-W(01810)$小米是我从它上市起就持有的股票,原因很简单,我是多年米粉,从手机到牙刷,甚至鞋都是小米。可以说小米是我的持仓中唯一感情驱动的投资。也许等哪天小米的产品不再厚道了,就到了我清仓小米的时候了。$蔚来(NIO)$从拿到合肥投资开始加仓蔚来。说实话一开始并没有那么看好蔚来,实在是因为国产电动车目前能打的也就蔚来理想小鹏。如果中国能出一个能跟特斯拉比划比划的企业。目前来看,蔚来的概率最大。但这几天蔚来涨的我也有点儿快拿不住了。$老虎证券(TIGR)$投资老虎的逻辑很简单,互联网券商中老虎最好用。只要产品好用,背靠中国天量的中产人数,老虎的用户会越来越多。目前来看最大的风险还是政策风险。$阿里巴巴(BABA)$如果未来中国也有公司市值能破万亿美金,肯定会有阿里。$百度(BIDU)$个人感觉被严重低估。$TCL科技(000100)$大A股中为数不多的有真技术的公司。","images":[{"img":"https://static.tigerbbs.com/91a08f816ac6ea2691a13759e9664d10","width":"1080","height":"1920"},{"img":"https://static.tigerbbs.com/b4754c39b7f31ac9bafa8885087d91d8","width":"1080","height":"1920"},{"img":"https://static.tigerbbs.com/5d77934b3f68cbe40c444c9d7bd10c62","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":45,"commentSize":54,"repostSize":7,"link":"https://laohu8.com/post/949864875","isVote":1,"tweetType":1,"viewCount":48884,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0},"content":"看第一段差点以为你是来相亲的 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"借着最近电动车的热度小弟也谈几个不成熟的看法,顺便把虎币任务做一做[得意] 1. 个人感觉王兴,张磊,张一鸣投的不是理想的增程式,投的是理想的李想这个人。毫无疑问李想本人是各路投资人最喜欢的那类创业者。我个人也相信李想把理想做好的概率很大。 2. 增程式只是过度方案,而且增程式使得汽车的构造更加复杂,所以大概率增程式电车的小毛病会远远多于纯电车。增程式汽车最好的时间窗口应该就在电池技术取得突破进展之前的这几年。 3. 在纯电已经是确定趋势的当下,所有的资源技术人才都会像纯电领域倾斜。个人认为三年甚至两年内电池的续航就会突破1000公里。届时里程焦虑肯定会极大缓解。 4. 现阶段理想蔚来的对手绝不是彼此,甚至不是特斯拉。尽快提高民众对电动车的接受度才是第一任务。 5. 理想现在的任务是抓住现在的时间窗口使劲的卖理想one提升公司的现金流。然后在电池技术取得突破之前推出一款有竞争力的纯电车。届时才是理想市值真正起飞的时候。 6. 我个人是不太看好传统车厂的。一个很重要的原因就是纯电车一定会损害当地4s店经销商的利益,而传统车厂又得靠4s店经销商卖车。在国外更复杂还得应付工会。这里面的利益纠葛太多,所以传统车厂造电车才会这么迟缓。 7. 电动车的赛道足够宽足够长,绝对容得下蔚来理想特斯拉,各位老铁真没啥撕的。 最后不论是蔚来还是理想市值肯定都不止今天这点,没啥好担心的。找一个好的时间点拿住就行。正好字数凑够了,祝大家发财[美金] [美金] [美金] 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反垄断的目的是什么?是要搞死阿里还是让互联网圈更加有序?后垄断时代阿里还有没有竞争优势?大家选择阿里的产品是因为好用还是因为产品好?6. 投资是往前看还是往回看?往回看阿里是中国过去20年最成功的公司。往前看阿里的增速依然没有明显放缓,阿里云做为阿里的第二增长曲线是否被低估?声明本人最近开始准备陆续建仓阿里,所以本文不具备任何投资建议仅作为对自己日常主观思考的记录[微笑] [微笑] [微笑] 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上次如涵暴跌后王思聪说盈利方式未被验证,这次不知道有啥说法没[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":34,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/993427102","isVote":1,"tweetType":1,"viewCount":3717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283096,"gmtCreate":1538132448541,"gmtModify":1704775435179,"author":{"id":"3489272202088110","authorId":"3489272202088110","name":"翻身农奴把歌唱","avatar":"https://static.tigerbbs.com/49939bff27d8e5e521291ed33a493b5c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$美团点评-W(03690)$感觉美团没有众韭菜们说的那么不堪啊,除了外卖业务,酒店旅游业务也超携程了啊,再涉及打车业务,硬刚滴滴,全面发展啊。感觉目前4000亿有点多,3000亿港币还是值的。未来两年如果能打赢和饿了吗口碑的战役,市值过千亿美金还是有可能的。","listText":"$美团点评-W(03690)$感觉美团没有众韭菜们说的那么不堪啊,除了外卖业务,酒店旅游业务也超携程了啊,再涉及打车业务,硬刚滴滴,全面发展啊。感觉目前4000亿有点多,3000亿港币还是值的。未来两年如果能打赢和饿了吗口碑的战役,市值过千亿美金还是有可能的。","text":"$美团点评-W(03690)$感觉美团没有众韭菜们说的那么不堪啊,除了外卖业务,酒店旅游业务也超携程了啊,再涉及打车业务,硬刚滴滴,全面发展啊。感觉目前4000亿有点多,3000亿港币还是值的。未来两年如果能打赢和饿了吗口碑的战役,市值过千亿美金还是有可能的。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":19,"repostSize":0,"link":"https://laohu8.com/post/283096","isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486552545548707","authorId":"3486552545548707","name":"阿道夫田豆豆","avatar":"https://static.tigerbbs.com/b8a5d95ede4267f5b742aa51ca2b897f","crmLevel":1,"crmLevelSwitch":0},"content":"美团的主营业务外卖,到现在都是亏损状态,一味的扩张,容易扯着蛋蛋。什么都想掺和一脚,到最后哪一样业务他都没做好。美团又没有核心技术,他只是靠大佬,靠韭菜续命的寄生虫。美团就是一个随时都可以被人取代的角色。美团的骑手又不是卖身给美团了,如果有比美团更出色的经营模式,更好的福利待遇,美团的境况一天不如一天。","text":"美团的主营业务外卖,到现在都是亏损状态,一味的扩张,容易扯着蛋蛋。什么都想掺和一脚,到最后哪一样业务他都没做好。美团又没有核心技术,他只是靠大佬,靠韭菜续命的寄生虫。美团就是一个随时都可以被人取代的角色。美团的骑手又不是卖身给美团了,如果有比美团更出色的经营模式,更好的福利待遇,美团的境况一天不如一天。","html":"美团的主营业务外卖,到现在都是亏损状态,一味的扩张,容易扯着蛋蛋。什么都想掺和一脚,到最后哪一样业务他都没做好。美团又没有核心技术,他只是靠大佬,靠韭菜续命的寄生虫。美团就是一个随时都可以被人取代的角色。美团的骑手又不是卖身给美团了,如果有比美团更出色的经营模式,更好的福利待遇,美团的境况一天不如一天。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911081398,"gmtCreate":1577931104014,"gmtModify":1704336570432,"author":{"id":"3489272202088110","authorId":"3489272202088110","name":"翻身农奴把歌唱","avatar":"https://static.tigerbbs.com/49939bff27d8e5e521291ed33a493b5c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 卧槽,常程加入小米。。。怎么这么讽刺[捂嘴] ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 卧槽,常程加入小米。。。怎么这么讽刺[捂嘴] ","text":"$小米集团-W(01810)$ 卧槽,常程加入小米。。。怎么这么讽刺[捂嘴]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/911081398","isVote":1,"tweetType":1,"viewCount":5247,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3435203614623236","authorId":"3435203614623236","name":"空头小王子","avatar":"https://static.tigerbbs.com/4773a47e6e1821e413369a6592117c53","crmLevel":1,"crmLevelSwitch":0},"content":"不是吧?上周末还说不收败军之将","text":"不是吧?上周末还说不收败军之将","html":"不是吧?上周末还说不收败军之将"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":990408076,"gmtCreate":1562726226895,"gmtModify":1704704160125,"author":{"id":"3489272202088110","authorId":"3489272202088110","name":"翻身农奴把歌唱","avatar":"https://static.tigerbbs.com/49939bff27d8e5e521291ed33a493b5c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 稍微偶尔雄起一下吧,你一直这么萎靡我在头条里都对喷不过别人[喷血] [喷血] [喷血] ","listText":"<a 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