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garbin
2020-06-05
$蔚来(NIO)$
大环境这么操蛋,蔚来从美股退市,主动或被动,可能性有多大?都来聊聊
garbin
2020-05-29
$蔚来(NIO)$
有谁能说明下,蔚来这票去年十月份保证金升到100%,也就是不可融资这种情况,一般什么情况下会恢复?重新可以融资买入?我的理解是这个是券商的策略,按理说没有倒闭风险,不是应该开放融资买入了吗?
garbin
2019-12-23
$蔚来(NIO)$
三季报来了,12月30号
garbin
2019-12-19
回复
@不加倍抢地主
:按昨天公告的数字,前17天只交付了还不到1000辆//
@不加倍抢地主
:一天半交150台车 很正常的速度,,
@garbin:
$蔚来(NIO)$
es6 第10000辆达成,离昨天宣布30000辆的消息紧隔一天。感觉新来的CFO在玩空头。
garbin
2019-12-19
$蔚来(NIO)$
es6 第10000辆达成,离昨天宣布30000辆的消息紧隔一天。感觉新来的CFO在玩空头。
garbin
2019-12-17
$蔚来(NIO)$
有谁知道股东大会应该如何参加?
garbin
2019-12-16
回复
@Call神
:年度股东大会。2019还没结束就急着开是不是早了点?//
@Call神
:能不能翻译下,大仙
@garbin:
$蔚来(NIO)$
是不是有大事要发生?2019最后一天
garbin
2019-12-16
$蔚来(NIO)$
是不是有大事要发生?2019最后一天
garbin
2019-12-05
$蔚来(NIO)$
等11月交付数据这无聊期间,大家来竞猜吧。我猜11月交付es6 2400 es8 500 = 2900。es8的增长理由是据说展车都被卖光了,所以es6的强势带了一波es8。
garbin
2019-11-14
$蔚来(NIO)$
讲讲我猜测蔚来自建工厂很有可能落户福建的理由,欢迎挖坟1.福建2017年规划2020新能源年产能30万,马上2020了,现在看计划基本落空2.福建本土新能源整车制造势弱,东南汽车扶不起来,云度基本歇菜,急需外援3.除了宁德引进一汽外,目前没有像样的新能源整车项目。但一汽重心不会在福建,南京的拜腾应该才是一汽的重心。4.在刚刚过去的进博会,福建政府官员参观了蔚来展台,李斌亲自讲解,不是北京,不是全国任何地方,唯独李斌接待福建官员上了新闻,很微妙。5.蔚来是宁德时代大客户,首批811,厂址选择福建对蔚来来讲有先天优势6.全国其他地方基本都有了本地选手,相比福建并不急切,江苏有拜腾,蔚来np1,上海有特斯拉,广东海南有小鹏,浙江有威马,北京有北汽。7.相比四川,重庆,湖南湖北等等等。福建有钱啊!其他地方可能也想,但未必有魄力能拿出这么多钱钱喂饱蔚来。综合以上,福建需要蔚来,李斌需要福建,双赢。但合作形式应该不是类亦庄国投的方式,最大可能是三方合作,政府 民资或外资。捕风捉影,不负责任猜测,不构成投资建议。本人持有蔚来股票
garbin
2019-11-14
$蔚来(NIO)$
蔚来NP2自建厂落户福建?我猜的,如果北京亦庄黄了的话,福建是最有可能的地方,没有比福建更合适的地方了,等官宣,欢迎挖坟。
garbin
2019-10-13
近期下跌原因及Q3前瞻和风险分析
$Snap Inc(SNAP)$
在过去的半个月内跌去了q2以来的所有涨幅,虽然有 facebook 新产品Threads的原因,但这个跌法还是让我忍不住去重新翻了翻q2财报,我发现除了fb竞品这个原因外,还有另外一点也极有可能是这波下跌的原因,甚至可能会导致空头卷土重来。Q2财报最靓丽的部分是DAU由于android和宝宝滤镜带来的远超预期的增长。仔细翻一下财报会发现按地区的dau增长中,13million中的一半以上7million来自于us和eu意外的rest world,财报没有详细到国家,但基本可以锁定大概的增长点在中日韩印澳巴这些国家,而q3 snap在这几个地方的下载数据跟q2比起来可以用打回原型来形容(可以看qimai和sensortower数据的统计)。然后我们在看财报最后关于DAU的统计口径解释,大概意思是说,dau就是季度内每天dau除以总天数,也就是那些只是由于尝鲜宝宝滤镜的一次性用户也被计算在内。结合这两点,空头可能在压注7million的新增dau在q3会大比例流失,如果流失比例在50%以上,那么q3的dau数据将很难看。snap的增长故事也将重新陷入去年底的悲观情绪中,到时空头很可能将再次狂欢。除非营收数据大超预期(比如提前一个季度实现盈利),但对比往年的q3数据,这个可能是极小概率事件,因为往年每年的q3基本上是一年中营收最乏力的一个季度,如果按行业周期解释的话,q3传统淡季,营收能beat就不错了。马上财报了,各位多头怎么看?有没有考虑上保险?也欢迎空头来说说你们怎么看。利益相关:持有$SNAP$多头头寸
近期下跌原因及Q3前瞻和风险分析
garbin
2019-10-04
$NIO(NIO)$
蔚来现在做多保证金要100%了,不能融资了,这种情况一般要多久恢复?
garbin
2018-07-27
$Snap Inc(SNAP)$ $Twitter(TWTR)$ 活跃用户不行 ,$Facebook(FB)$ 活跃用户也不行,那活跃用户都去哪了呢?还是老外都不玩社交了?
去老虎APP查看更多动态
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有谁知道股东大会应该如何参加?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/919120700","isVote":1,"tweetType":1,"viewCount":6716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":919382084,"gmtCreate":1576491981448,"gmtModify":1704271823576,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3500107897828698\">@Call神</a>:年度股东大会。2019还没结束就急着开是不是早了点?//<a href=\"https://laohu8.com/U/3500107897828698\">@Call神</a>:能不能翻译下,大仙","listText":"回复 <a href=\"https://laohu8.com/U/3500107897828698\">@Call神</a>:年度股东大会。2019还没结束就急着开是不是早了点?//<a href=\"https://laohu8.com/U/3500107897828698\">@Call神</a>:能不能翻译下,大仙","text":"回复 @Call神:年度股东大会。2019还没结束就急着开是不是早了点?//@Call神:能不能翻译下,大仙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/919382084","repostId":"919388706","repostType":1,"repost":{"id":919388706,"gmtCreate":1576491151805,"gmtModify":1704271821841,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 是不是有大事要发生?2019最后一天","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 是不是有大事要发生?2019最后一天","text":"$蔚来(NIO)$ 是不是有大事要发生?2019最后一天","images":[{"img":"https://static.tigerbbs.com/cdf40891f12d5653eba7d3058d77a84f","width":"1176","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/919388706","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":919388706,"gmtCreate":1576491151805,"gmtModify":1704271821841,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 是不是有大事要发生?2019最后一天","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 是不是有大事要发生?2019最后一天","text":"$蔚来(NIO)$ 是不是有大事要发生?2019最后一天","images":[{"img":"https://static.tigerbbs.com/cdf40891f12d5653eba7d3058d77a84f","width":"1176","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/919388706","isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500107897828698","authorId":"3500107897828698","name":"帽Zi","avatar":"https://static.tigerbbs.com/317cb568f8cafb1c7f080b75a79441a0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3500107897828698","authorIdStr":"3500107897828698"},"content":"能不能翻译下,大仙","text":"能不能翻译下,大仙","html":"能不能翻译下,大仙"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":910986452,"gmtCreate":1575532478676,"gmtModify":1704729641539,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 等11月交付数据这无聊期间,大家来竞猜吧。我猜11月交付es6 2400 es8 500 = 2900。es8的增长理由是据说展车都被卖光了,所以es6的强势带了一波es8。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 等11月交付数据这无聊期间,大家来竞猜吧。我猜11月交付es6 2400 es8 500 = 2900。es8的增长理由是据说展车都被卖光了,所以es6的强势带了一波es8。","text":"$蔚来(NIO)$ 等11月交付数据这无聊期间,大家来竞猜吧。我猜11月交付es6 2400 es8 500 = 2900。es8的增长理由是据说展车都被卖光了,所以es6的强势带了一波es8。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/910986452","isVote":1,"tweetType":1,"viewCount":2751,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525666752199110","authorId":"3525666752199110","name":"未来已来的快乐","avatar":"https://static.tigerbbs.com/c3e874fbea9739e9b1355dc35c4a40b6","crmLevel":3,"crmLevelSwitch":0,"idStr":"3525666752199110","authorIdStr":"3525666752199110"},"content":"你猜的es8量有点意思","text":"你猜的es8量有点意思","html":"你猜的es8量有点意思"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":935548110,"gmtCreate":1573705052230,"gmtModify":1704726591540,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"<a 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民资或外资。捕风捉影,不负责任猜测,不构成投资建议。本人持有蔚来股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":3,"link":"https://laohu8.com/post/935548110","isVote":1,"tweetType":1,"viewCount":8276,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"content":"今天还有一个新闻值得注意,蔚来汽车成为金鸡百花奖的官方用车,而这届百花奖在厦门举办。蔚来和福建这关系,下半年走得是不是比其他地方近了点?","text":"今天还有一个新闻值得注意,蔚来汽车成为金鸡百花奖的官方用车,而这届百花奖在厦门举办。蔚来和福建这关系,下半年走得是不是比其他地方近了点?","html":"今天还有一个新闻值得注意,蔚来汽车成为金鸡百花奖的官方用车,而这届百花奖在厦门举办。蔚来和福建这关系,下半年走得是不是比其他地方近了点?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":935551461,"gmtCreate":1573700911553,"gmtModify":1704726577119,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来NP2自建厂落户福建?我猜的,如果北京亦庄黄了的话,福建是最有可能的地方,没有比福建更合适的地方了,等官宣,欢迎挖坟。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来NP2自建厂落户福建?我猜的,如果北京亦庄黄了的话,福建是最有可能的地方,没有比福建更合适的地方了,等官宣,欢迎挖坟。","text":"$蔚来(NIO)$ 蔚来NP2自建厂落户福建?我猜的,如果北京亦庄黄了的话,福建是最有可能的地方,没有比福建更合适的地方了,等官宣,欢迎挖坟。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/935551461","isVote":1,"tweetType":1,"viewCount":3256,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493917062513791","authorId":"3493917062513791","name":"Amigo_Amiga","avatar":"https://static.tigerbbs.com/b722422ba77bb8478f70f52160ae50d4","crmLevel":2,"crmLevelSwitch":1,"idStr":"3493917062513791","authorIdStr":"3493917062513791"},"content":"醒醒……月底工资还没着落……","text":"醒醒……月底工资还没着落……","html":"醒醒……月底工资还没着落……"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":931525718,"gmtCreate":1570900131534,"gmtModify":1704721513966,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"title":"近期下跌原因及Q3前瞻和风险分析","htmlText":"<a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a>在过去的半个月内跌去了q2以来的所有涨幅,虽然有 facebook 新产品Threads的原因,但这个跌法还是让我忍不住去重新翻了翻q2财报,我发现除了fb竞品这个原因外,还有另外一点也极有可能是这波下跌的原因,甚至可能会导致空头卷土重来。Q2财报最靓丽的部分是DAU由于android和宝宝滤镜带来的远超预期的增长。仔细翻一下财报会发现按地区的dau增长中,13million中的一半以上7million来自于us和eu意外的rest world,财报没有详细到国家,但基本可以锁定大概的增长点在中日韩印澳巴这些国家,而q3 snap在这几个地方的下载数据跟q2比起来可以用打回原型来形容(可以看qimai和sensortower数据的统计)。然后我们在看财报最后关于DAU的统计口径解释,大概意思是说,dau就是季度内每天dau除以总天数,也就是那些只是由于尝鲜宝宝滤镜的一次性用户也被计算在内。结合这两点,空头可能在压注7million的新增dau在q3会大比例流失,如果流失比例在50%以上,那么q3的dau数据将很难看。snap的增长故事也将重新陷入去年底的悲观情绪中,到时空头很可能将再次狂欢。除非营收数据大超预期(比如提前一个季度实现盈利),但对比往年的q3数据,这个可能是极小概率事件,因为往年每年的q3基本上是一年中营收最乏力的一个季度,如果按行业周期解释的话,q3传统淡季,营收能beat就不错了。马上财报了,各位多头怎么看?有没有考虑上保险?也欢迎空头来说说你们怎么看。利益相关:持有$SNAP$多头头寸","listText":"<a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a>在过去的半个月内跌去了q2以来的所有涨幅,虽然有 facebook 新产品Threads的原因,但这个跌法还是让我忍不住去重新翻了翻q2财报,我发现除了fb竞品这个原因外,还有另外一点也极有可能是这波下跌的原因,甚至可能会导致空头卷土重来。Q2财报最靓丽的部分是DAU由于android和宝宝滤镜带来的远超预期的增长。仔细翻一下财报会发现按地区的dau增长中,13million中的一半以上7million来自于us和eu意外的rest world,财报没有详细到国家,但基本可以锁定大概的增长点在中日韩印澳巴这些国家,而q3 snap在这几个地方的下载数据跟q2比起来可以用打回原型来形容(可以看qimai和sensortower数据的统计)。然后我们在看财报最后关于DAU的统计口径解释,大概意思是说,dau就是季度内每天dau除以总天数,也就是那些只是由于尝鲜宝宝滤镜的一次性用户也被计算在内。结合这两点,空头可能在压注7million的新增dau在q3会大比例流失,如果流失比例在50%以上,那么q3的dau数据将很难看。snap的增长故事也将重新陷入去年底的悲观情绪中,到时空头很可能将再次狂欢。除非营收数据大超预期(比如提前一个季度实现盈利),但对比往年的q3数据,这个可能是极小概率事件,因为往年每年的q3基本上是一年中营收最乏力的一个季度,如果按行业周期解释的话,q3传统淡季,营收能beat就不错了。马上财报了,各位多头怎么看?有没有考虑上保险?也欢迎空头来说说你们怎么看。利益相关:持有$SNAP$多头头寸","text":"$Snap Inc(SNAP)$在过去的半个月内跌去了q2以来的所有涨幅,虽然有 facebook 新产品Threads的原因,但这个跌法还是让我忍不住去重新翻了翻q2财报,我发现除了fb竞品这个原因外,还有另外一点也极有可能是这波下跌的原因,甚至可能会导致空头卷土重来。Q2财报最靓丽的部分是DAU由于android和宝宝滤镜带来的远超预期的增长。仔细翻一下财报会发现按地区的dau增长中,13million中的一半以上7million来自于us和eu意外的rest world,财报没有详细到国家,但基本可以锁定大概的增长点在中日韩印澳巴这些国家,而q3 snap在这几个地方的下载数据跟q2比起来可以用打回原型来形容(可以看qimai和sensortower数据的统计)。然后我们在看财报最后关于DAU的统计口径解释,大概意思是说,dau就是季度内每天dau除以总天数,也就是那些只是由于尝鲜宝宝滤镜的一次性用户也被计算在内。结合这两点,空头可能在压注7million的新增dau在q3会大比例流失,如果流失比例在50%以上,那么q3的dau数据将很难看。snap的增长故事也将重新陷入去年底的悲观情绪中,到时空头很可能将再次狂欢。除非营收数据大超预期(比如提前一个季度实现盈利),但对比往年的q3数据,这个可能是极小概率事件,因为往年每年的q3基本上是一年中营收最乏力的一个季度,如果按行业周期解释的话,q3传统淡季,营收能beat就不错了。马上财报了,各位多头怎么看?有没有考虑上保险?也欢迎空头来说说你们怎么看。利益相关:持有$SNAP$多头头寸","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":3,"repostSize":2,"link":"https://laohu8.com/post/931525718","isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463443529833598","authorId":"3463443529833598","name":"60b1ce53","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3463443529833598","authorIdStr":"3463443529833598"},"content":"作者还挺悲观的,好吧,希望作者卖空顺利。","text":"作者还挺悲观的,好吧,希望作者卖空顺利。","html":"作者还挺悲观的,好吧,希望作者卖空顺利。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":933774403,"gmtCreate":1570180464302,"gmtModify":1704720555459,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO(NIO)$</a>蔚来现在做多保证金要100%了,不能融资了,这种情况一般要多久恢复?","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO(NIO)$</a>蔚来现在做多保证金要100%了,不能融资了,这种情况一般要多久恢复?","text":"$NIO(NIO)$蔚来现在做多保证金要100%了,不能融资了,这种情况一般要多久恢复?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/933774403","isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513904957194574","authorId":"3513904957194574","name":"破碎无双","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3513904957194574","authorIdStr":"3513904957194574"},"content":"参考瑞幸咖啡","text":"参考瑞幸咖啡","html":"参考瑞幸咖啡"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229019,"gmtCreate":1532696131151,"gmtModify":1704898067032,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"$Snap Inc(SNAP)$ $Twitter(TWTR)$ 活跃用户不行 ,$Facebook(FB)$ 活跃用户也不行,那活跃用户都去哪了呢?还是老外都不玩社交了?","listText":"$Snap Inc(SNAP)$ $Twitter(TWTR)$ 活跃用户不行 ,$Facebook(FB)$ 活跃用户也不行,那活跃用户都去哪了呢?还是老外都不玩社交了?","text":"$Snap Inc(SNAP)$ $Twitter(TWTR)$ 活跃用户不行 ,$Facebook(FB)$ 活跃用户也不行,那活跃用户都去哪了呢?还是老外都不玩社交了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/229019","isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474070945414494","authorId":"3474070945414494","name":"洛凡LF","avatar":"https://static.tigerbbs.com/73c079db4fb808f7ab4d8103839624e5","crmLevel":2,"crmLevelSwitch":0,"idStr":"3474070945414494","authorIdStr":"3474070945414494"},"content":"其实都分薄到脸书的旗下的另外几个社交App上去了","text":"其实都分薄到脸书的旗下的另外几个社交App上去了","html":"其实都分薄到脸书的旗下的另外几个社交App上去了"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":935548110,"gmtCreate":1573705052230,"gmtModify":1704726591540,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 讲讲我猜测蔚来自建工厂很有可能落户福建的理由,欢迎挖坟1.福建2017年规划2020新能源年产能30万,马上2020了,现在看计划基本落空2.福建本土新能源整车制造势弱,东南汽车扶不起来,云度基本歇菜,急需外援3.除了宁德引进一汽外,目前没有像样的新能源整车项目。但一汽重心不会在福建,南京的拜腾应该才是一汽的重心。4.在刚刚过去的进博会,福建政府官员参观了蔚来展台,李斌亲自讲解,不是北京,不是全国任何地方,唯独李斌接待福建官员上了新闻,很微妙。5.蔚来是宁德时代大客户,首批811,厂址选择福建对蔚来来讲有先天优势6.全国其他地方基本都有了本地选手,相比福建并不急切,江苏有拜腾,蔚来np1,上海有特斯拉,广东海南有小鹏,浙江有威马,北京有北汽。7.相比四川,重庆,湖南湖北等等等。福建有钱啊!其他地方可能也想,但未必有魄力能拿出这么多钱钱喂饱蔚来。综合以上,福建需要蔚来,李斌需要福建,双赢。但合作形式应该不是类亦庄国投的方式,最大可能是三方合作,政府 民资或外资。捕风捉影,不负责任猜测,不构成投资建议。本人持有蔚来股票","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 讲讲我猜测蔚来自建工厂很有可能落户福建的理由,欢迎挖坟1.福建2017年规划2020新能源年产能30万,马上2020了,现在看计划基本落空2.福建本土新能源整车制造势弱,东南汽车扶不起来,云度基本歇菜,急需外援3.除了宁德引进一汽外,目前没有像样的新能源整车项目。但一汽重心不会在福建,南京的拜腾应该才是一汽的重心。4.在刚刚过去的进博会,福建政府官员参观了蔚来展台,李斌亲自讲解,不是北京,不是全国任何地方,唯独李斌接待福建官员上了新闻,很微妙。5.蔚来是宁德时代大客户,首批811,厂址选择福建对蔚来来讲有先天优势6.全国其他地方基本都有了本地选手,相比福建并不急切,江苏有拜腾,蔚来np1,上海有特斯拉,广东海南有小鹏,浙江有威马,北京有北汽。7.相比四川,重庆,湖南湖北等等等。福建有钱啊!其他地方可能也想,但未必有魄力能拿出这么多钱钱喂饱蔚来。综合以上,福建需要蔚来,李斌需要福建,双赢。但合作形式应该不是类亦庄国投的方式,最大可能是三方合作,政府 民资或外资。捕风捉影,不负责任猜测,不构成投资建议。本人持有蔚来股票","text":"$蔚来(NIO)$ 讲讲我猜测蔚来自建工厂很有可能落户福建的理由,欢迎挖坟1.福建2017年规划2020新能源年产能30万,马上2020了,现在看计划基本落空2.福建本土新能源整车制造势弱,东南汽车扶不起来,云度基本歇菜,急需外援3.除了宁德引进一汽外,目前没有像样的新能源整车项目。但一汽重心不会在福建,南京的拜腾应该才是一汽的重心。4.在刚刚过去的进博会,福建政府官员参观了蔚来展台,李斌亲自讲解,不是北京,不是全国任何地方,唯独李斌接待福建官员上了新闻,很微妙。5.蔚来是宁德时代大客户,首批811,厂址选择福建对蔚来来讲有先天优势6.全国其他地方基本都有了本地选手,相比福建并不急切,江苏有拜腾,蔚来np1,上海有特斯拉,广东海南有小鹏,浙江有威马,北京有北汽。7.相比四川,重庆,湖南湖北等等等。福建有钱啊!其他地方可能也想,但未必有魄力能拿出这么多钱钱喂饱蔚来。综合以上,福建需要蔚来,李斌需要福建,双赢。但合作形式应该不是类亦庄国投的方式,最大可能是三方合作,政府 民资或外资。捕风捉影,不负责任猜测,不构成投资建议。本人持有蔚来股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":3,"link":"https://laohu8.com/post/935548110","isVote":1,"tweetType":1,"viewCount":8276,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"content":"今天还有一个新闻值得注意,蔚来汽车成为金鸡百花奖的官方用车,而这届百花奖在厦门举办。蔚来和福建这关系,下半年走得是不是比其他地方近了点?","text":"今天还有一个新闻值得注意,蔚来汽车成为金鸡百花奖的官方用车,而这届百花奖在厦门举办。蔚来和福建这关系,下半年走得是不是比其他地方近了点?","html":"今天还有一个新闻值得注意,蔚来汽车成为金鸡百花奖的官方用车,而这届百花奖在厦门举办。蔚来和福建这关系,下半年走得是不是比其他地方近了点?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229019,"gmtCreate":1532696131151,"gmtModify":1704898067032,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"$Snap Inc(SNAP)$ $Twitter(TWTR)$ 活跃用户不行 ,$Facebook(FB)$ 活跃用户也不行,那活跃用户都去哪了呢?还是老外都不玩社交了?","listText":"$Snap Inc(SNAP)$ $Twitter(TWTR)$ 活跃用户不行 ,$Facebook(FB)$ 活跃用户也不行,那活跃用户都去哪了呢?还是老外都不玩社交了?","text":"$Snap Inc(SNAP)$ $Twitter(TWTR)$ 活跃用户不行 ,$Facebook(FB)$ 活跃用户也不行,那活跃用户都去哪了呢?还是老外都不玩社交了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/229019","isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474070945414494","authorId":"3474070945414494","name":"洛凡LF","avatar":"https://static.tigerbbs.com/73c079db4fb808f7ab4d8103839624e5","crmLevel":2,"crmLevelSwitch":0,"idStr":"3474070945414494","authorIdStr":"3474070945414494"},"content":"其实都分薄到脸书的旗下的另外几个社交App上去了","text":"其实都分薄到脸书的旗下的另外几个社交App上去了","html":"其实都分薄到脸书的旗下的另外几个社交App上去了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":919259250,"gmtCreate":1576749694770,"gmtModify":1704272381010,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"<a 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是不是有大事要发生?2019最后一天","images":[{"img":"https://static.tigerbbs.com/cdf40891f12d5653eba7d3058d77a84f","width":"1176","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/919388706","isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500107897828698","authorId":"3500107897828698","name":"帽Zi","avatar":"https://static.tigerbbs.com/317cb568f8cafb1c7f080b75a79441a0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3500107897828698","authorIdStr":"3500107897828698"},"content":"能不能翻译下,大仙","text":"能不能翻译下,大仙","html":"能不能翻译下,大仙"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":935551461,"gmtCreate":1573700911553,"gmtModify":1704726577119,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"<a 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蔚来NP2自建厂落户福建?我猜的,如果北京亦庄黄了的话,福建是最有可能的地方,没有比福建更合适的地方了,等官宣,欢迎挖坟。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/935551461","isVote":1,"tweetType":1,"viewCount":3256,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493917062513791","authorId":"3493917062513791","name":"Amigo_Amiga","avatar":"https://static.tigerbbs.com/b722422ba77bb8478f70f52160ae50d4","crmLevel":2,"crmLevelSwitch":1,"idStr":"3493917062513791","authorIdStr":"3493917062513791"},"content":"醒醒……月底工资还没着落……","text":"醒醒……月底工资还没着落……","html":"醒醒……月底工资还没着落……"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":933774403,"gmtCreate":1570180464302,"gmtModify":1704720555459,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"<a 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2900。es8的增长理由是据说展车都被卖光了,所以es6的强势带了一波es8。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/910986452","isVote":1,"tweetType":1,"viewCount":2751,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525666752199110","authorId":"3525666752199110","name":"未来已来的快乐","avatar":"https://static.tigerbbs.com/c3e874fbea9739e9b1355dc35c4a40b6","crmLevel":3,"crmLevelSwitch":0,"idStr":"3525666752199110","authorIdStr":"3525666752199110"},"content":"你猜的es8量有点意思","text":"你猜的es8量有点意思","html":"你猜的es8量有点意思"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913006275,"gmtCreate":1577096199497,"gmtModify":1704335224419,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"<a 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