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巴菲特的巴

巴菲特的巴

工商管理硕士。趋势和价值投资践行者

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巴菲特的巴

2020-05-23

$拼多多(PDD)$空军们还是看看我的贴，你们就死的明白了，因为拼多多要成为电商第一平台，阿里成为第二，京东第三。淘宝的用户全部跑多多了，多多涨阿里跌是有逻辑的，你们咋死活不明白的固执呢？这是非常清楚的局势了！不要给我说什么假货。也不要说什么咖啡，还在说咖啡的人我只能说你真是执迷不悟不亏死不稀奇。拼多多就是淘宝的刧，而且在劫难逃，再给你们举个例子，有微信出现你多久没有打开QQ了？

巴菲特的巴

2020-11-22

$小鹏汽车(XPEV)$$蔚来(NIO)$$理想汽车(LI)$小鹏和蔚来谁的价值更大？蔚来是国内第一家量产的新能源汽车新势力，股价涨这么多已经用事实证明了。说下小鹏和蔚来的对比。蔚来自动驾驶是合作供应商的，制造是代工的，续航400公里。所以小鹏这几点就不一样了，自己研发自动驾驶，迭代完全自主可控，自己制造，续航706公里。小鹏p7自动驾驶技术和续航完胜蔚来，唯一就是品牌，还有特斯拉的进攻。特斯拉不打压蔚来但是打压小鹏，为什么呢？就好比美国不打压小米，而打压华为，因为小米用美国芯片，华为用中国芯片，道理是一样的。小鹏用中国技术，蔚来的核心技术来自美国，对特斯拉来说不值得一提。如果你没有买新能源，那么现在买小鹏就是要all in，蔚来的这个发财的太多啦，不敢接盘。

巴菲特的巴

2020-11-24

$蔚来(NIO)$$小鹏汽车(XPEV)$蔚来有啥卖点？女王副驾？搞笑的，电车的核心指标是啥？续航，自动驾驶。续航蔚来有吗？自动驾驶比的过小鹏吗？蔚来价格高不知道为啥高的，价格高不在于产品力，在于分摊太多给江淮代工了！江淮是蔚来唯一代工企业，江淮这个供应商的拥有完全定价权！江淮投的设备全部蔚来买单，这才是真相。

@孟浩:$特斯拉(TSLA)$蔚来，小鹏，理想汽车在短短2个月时间，这3家电动车公司最近的股价是疯了似的暴涨。3家电动车2月涨幅至今已经超过了150%，现在的投资者并不关心是什么原因导致股价暴涨，而更多投资者关心我是否还能追高买入吗？这些电动车公司中哪个值得买？在这期视频中，我希望以纯数据的方式比较特斯拉以及电车三宝的估值，看看目前哪家公司最值得投资？$理想汽车(LI)$$蔚来(NIO)$$小鹏汽车(XPEV)$【视频转载自油管理财投资Dan Invest】

巴菲特的巴

2020-05-13

$拼多多(PDD)$看空的人们我告诉你们，多多的用户数是京东的2倍多，马上3倍。互联网公司为啥值钱？用户数值钱。所以市值是京东2倍不稀奇超过是理所当然。全球市值第一的互联网公司一定是用户数最多的公司之一，免费给你用贴钱给你用你都不用的公司自然不值钱，用户的时间值钱，但是用户愿意消耗时间在多多上，这就是它价值的本质。同意的点赞啦。

巴菲特的巴

2020-06-01

$跟谁学(GSX)$$好未来(TAL)$$拼多多(PDD)$$51Talk(COE)$ 猿辅导4月估值78亿，和已经上市的跟我学几乎一样的市值，但是跟我学的热度只有猿辅导的十分之一！这就是问题！好未来每股收益-0.19，，跟谁学正0.19，凭什么？？？做空有理有据！我从来不无理由做多也不无理由做空！

巴菲特的巴

2020-05-15

$拼多多(PDD)$多多应该是京东2倍市值

巴菲特的巴

2020-04-22

$拼多多(PDD)$道听途说就做空的傻差们，因为你不懂拼多多，拼多多不仅仅是价格便宜，而且后台的技术，你想买什么它知道，主动呈现到你面前。然后让你买上瘾。淘宝是你搜索以后出现你要的东西，一个个看，累。所以拼多多更先进。不仅仅是拼购啦。最懂你的购物软件，太牛了！

巴菲特的巴

2020-06-06

$Moderna, Inc.(MRNA)$这龟孙活活的把我架到最高点了！不了解的还是不能碰！

巴菲特的巴

2020-06-01

$跟谁学(GSX)$这是真实的热度排行

巴菲特的巴

2020-05-29

$跟谁学(GSX)$$拼多多(PDD)$浑水不是盖的，跟谁学还是踏踏实实做业务吧，不过你应该已经没有机会了！看看51talk才是踏踏实实在做事情。中国怎么总是有这种垃圾公司。陈向东我就不看好你是!满仓做空！

巴菲特的巴

2020-05-22

$拼多多(PDD)$看看

巴菲特的巴

2020-05-30

$跟谁学(GSX)$我不信做空会亏，坚定做空！

巴菲特的巴

2020-04-26

$拼多多(PDD)$我打算持有拼多多超过两年，立贴为证！为什么看好拼多多？拼多多做到了真正的互联网最优电商模式，互联网购物用户的一个总体的画像就是很抠门小气，很**不动脑筋，脾气很坏没有耐心的人，拼多多的软件模式恰恰能服务好这样的人。拼多多必然会成功的，两年会发展到高峰，超京东和淘宝是必然的。

巴菲特的巴

2020-05-12

$拼多多(PDD)$最近几年谁能想到中国会出现一家可以和淘宝pk的全新电商平台呢？这足以说明拼多多的模式有多先进。继续看好，70没问题

巴菲特的巴

2020-05-28

给加拿大一棵东风41

抱歉，原内容已删除

巴菲特的巴

2020-06-03

$跟谁学(GSX)$愿赌服输。庄家够狠

巴菲特的巴

2020-05-31

$跟谁学(GSX)$$拼多多(PDD)$我可是把我的拼多多卖了来满仓做空你的啊！这等发财机会哪里有？谢谢GSX. 我和黑人兄弟们站在一起！

巴菲特的巴

2020-11-22

我对各位说，比亚迪也许是，但是还有一个。就是恒大汽车。这个一定会一飞冲天！本人去过恒大广州南沙工厂，投这么多钱不是开玩笑的！

@可乐财经老林:欢迎大家来油管Youtube关注以及订阅我的影片(可乐财经老林投资 CL Investments)。老林最近发现到小鹏汽车，蔚来股价都已经起飞了，而且短期内应该下不了手买入。还没上车的朋友，我认为你们也许还有两个机会，那就是，理想，和比亚迪。电车不止三宝还有一老，我个人喜欢比亚迪这家公司。发现很少人讲解比亚迪BYD这家公司，果然是一家低调/被忽略的新能源汽车。巴菲特二十年前已经投资了。所以我影片会说到他的特点，好处坏处等等。其企业文化可以说是优点也可以是缺点，车辆设计不够新颖。希望更多人看到新能源汽车的股票分析-比亚迪，希望这一车满满干货的内容足以满足大家，并且在下方一起给予意见。我并没试过这些比亚迪汉/唐，都是看大家车言论还有其他的视频来研究，欢迎大家讨论。最后，我也要恭喜老虎证券这家公司，公司股价上个月就暴增了50%，果然是一家不错的公司股市有风险，投资需谨慎。 $小鹏汽车(XPEV)$ $蔚来(NIO)$ $比亚迪股份(01211)$ $BYD Co., Ltd.(BYDDF)$$比亚迪ADR(BYDDY)$ 来自：Youtube 可乐财经老林投资 CL

巴菲特的巴

2020-05-13

$拼多多(PDD)$拼多多完胜京东，理由充分，京东的重资产模式已经限制了它的用户数。马云很多年前就说若干年后中国电商每天会有多少包裹，你自营需要多庞大的物流队伍？不现实。所以京东维持物流成本和规模就不能有太多用户，京东是有极限的。但是拼多多没有。拼多多不仅仅拥有京东没有的优势，也有淘宝没有的优势那就是社交，不知道各位懂不懂怎么查微信指数，拼多多是微信指数最高的应用，第二是美团，这两个是2000万级别的指数。而京东是900万级别，淘宝只有200万级别，其他电商更不值一提。所以你懂为啥拼多多股价和美团股价上涨的让你看不懂，一条而已，用户多，为啥多？好用，喜欢，方便，便宜。国内电商以后的代表不是淘宝而且拼多多。打这么多字了，同意的点赞。

巴菲特的巴

2020-05-22

$拼多多(PDD)$今天涨20%

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Invest】","text":"$特斯拉(TSLA)$蔚来，小鹏，理想汽车在短短2个月时间，这3家电动车公司最近的股价是疯了似的暴涨。3家电动车2月涨幅至今已经超过了150%，现在的投资者并不关心是什么原因导致股价暴涨，而更多投资者关心我是否还能追高买入吗？这些电动车公司中哪个值得买？在这期视频中，我希望以纯数据的方式比较特斯拉以及电车三宝的估值，看看目前哪家公司最值得投资？$理想汽车(LI)$$蔚来(NIO)$$小鹏汽车(XPEV)$【视频转载自油管理财投资Dan 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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>哔哩哔哩","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>哔哩哔哩","text":"$哔哩哔哩(BILI)$哔哩哔哩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399416051","repostId":"390823726","repostType":1,"repost":{"id":390823726,"gmtCreate":1605770401365,"gmtModify":1703839473017,"author":{"id":"3540166583692073","authorId":"3540166583692073","name":"爱投学院","avatar":"https://static.tigerbbs.com/8def4c9b37e078bb8f8421d71f6603d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540166583692073","authorIdStr":"3540166583692073"},"themes":[],"title":"中概股简直涨疯了，这只未来的Youtube，千万别错过！","htmlText":"\n \n \n  大疫情背景下，中概股简直是独领风骚。曾经被大部分人不看好的二次元小破站，如今也崛起成为了多媒体平台帝国了。想知道这是哪只巨大的潜力股吗，点开视频看看吧！<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>&nbsp;<a 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href=\"https://www.laohu8.com/m/space?userId=3540166583692073\" target=\"_blank\">北美投资课程</a>，北美专家手把手教你分析，授之以渔，把财富增值掌握在自己手中。无论美股、港股还是A股，这些经验和方法都非常适用。快来感受原汁原味的北美独立观点，和我们踏上财富自由的旅程。","text":"大疫情背景下，中概股简直是独领风骚。曾经被大部分人不看好的二次元小破站，如今也崛起成为了多媒体平台帝国了。想知道这是哪只巨大的潜力股吗，点开视频看看吧！$哔哩哔哩(BILI)$ $谷歌(GOOG)$ $阿里巴巴(BABA)$ 公司于今日发布了未经审计的三季报，营收32.3亿元，同比增长74%，超出预期！本季度，用户日均视频播放量达到创记录的13亿次，同比提升77％。随着社区参与度的持续走高，用户日均使用时长高达81分钟。本季度月均付费用户数同比增长89％达1500万，期待未来的盈利能力不断提升。公司对2020年第四季度收入进行了展望，预计将达到36.0亿元至37.0亿元人民币。爱投学院与老虎联合推出最畅销北美投资课程，北美专家手把手教你分析，授之以渔，把财富增值掌握在自己手中。无论美股、港股还是A股，这些经验和方法都非常适用。快来感受原汁原味的北美独立观点，和我们踏上财富自由的旅程。","images":[{"img":"https://static.tigerbbs.com/10de52ca8e448635f4ae456a79adb176","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390823726","isVote":1,"tweetType":2,"object":{"id":"c2c850deb4c94b898aa42de7d6a844c1","tweetId":"390823726","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/9405da815285890810101550774/v.f30.mp4","poster":"https://static.tigerbbs.com/10de52ca8e448635f4ae456a79adb176"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399418296,"gmtCreate":1606173753915,"gmtModify":1703841373729,"author":{"id":"3494278417595402","authorId":"3494278417595402","name":"巴菲特的巴","avatar":"https://static.tigerbbs.com/178fa52bd5d8de455807b7d5f8ad0dba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494278417595402","authorIdStr":"3494278417595402"},"themes":[],"htmlText":"<a 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\n \n  欢迎大家来油管Youtube关注以及订阅我的影片(可乐财经 老林投资 CL Investments)。 老林最近发现到小鹏汽车，蔚来股价都已经起飞了，而且短期内应该下不了手买入。 还没上车的朋友，我认为你们也许还有两个机会，那就是，理想，和比亚迪。电车不止三宝还有一老，我个人喜欢比亚迪这家公司。 发现很少人讲解比亚迪BYD这家公司，果然是一家低调/被忽略的新能源汽车。巴菲特二十年前已经投资了。所以我影片会说到他的特点，好处坏处等等。其企业文化可以说是优点也可以是缺点，车辆设计不够新颖。 希望更多人看到新能源汽车的股票分析-比亚迪，希望这一车满满干货的内容足以满足大家，并且在下方一起给予意见。我并没试过这些比亚迪汉/唐，都是看大家车言论还有其他的视频来研究，欢迎大家讨论。 最后，我也要恭喜老虎证券这家公司，公司股价上个月就暴增了50%，果然是一家不错的公司 股市有风险，投资需谨慎。 &nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BYDDF\">$BYD Co., Ltd.(BYDDF)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a>&nbsp; 来自：Youtube 可乐财经 老林投资 CL\n \n","listText":"欢迎大家来油管Youtube关注以及订阅我的影片(可乐财经 老林投资 CL Investments)。 老林最近发现到小鹏汽车，蔚来股价都已经起飞了，而且短期内应该下不了手买入。 还没上车的朋友，我认为你们也许还有两个机会，那就是，理想，和比亚迪。电车不止三宝还有一老，我个人喜欢比亚迪这家公司。 发现很少人讲解比亚迪BYD这家公司，果然是一家低调/被忽略的新能源汽车。巴菲特二十年前已经投资了。所以我影片会说到他的特点，好处坏处等等。其企业文化可以说是优点也可以是缺点，车辆设计不够新颖。 希望更多人看到新能源汽车的股票分析-比亚迪，希望这一车满满干货的内容足以满足大家，并且在下方一起给予意见。我并没试过这些比亚迪汉/唐，都是看大家车言论还有其他的视频来研究，欢迎大家讨论。 最后，我也要恭喜老虎证券这家公司，公司股价上个月就暴增了50%，果然是一家不错的公司 股市有风险，投资需谨慎。 &nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BYDDF\">$BYD Co., Ltd.(BYDDF)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a>&nbsp; 来自：Youtube 可乐财经 老林投资 CL","text":"欢迎大家来油管Youtube关注以及订阅我的影片(可乐财经 老林投资 CL Investments)。 老林最近发现到小鹏汽车，蔚来股价都已经起飞了，而且短期内应该下不了手买入。 还没上车的朋友，我认为你们也许还有两个机会，那就是，理想，和比亚迪。电车不止三宝还有一老，我个人喜欢比亚迪这家公司。 发现很少人讲解比亚迪BYD这家公司，果然是一家低调/被忽略的新能源汽车。巴菲特二十年前已经投资了。所以我影片会说到他的特点，好处坏处等等。其企业文化可以说是优点也可以是缺点，车辆设计不够新颖。 希望更多人看到新能源汽车的股票分析-比亚迪，希望这一车满满干货的内容足以满足大家，并且在下方一起给予意见。我并没试过这些比亚迪汉/唐，都是看大家车言论还有其他的视频来研究，欢迎大家讨论。 最后，我也要恭喜老虎证券这家公司，公司股价上个月就暴增了50%，果然是一家不错的公司 股市有风险，投资需谨慎。 $小鹏汽车(XPEV)$ $蔚来(NIO)$ $比亚迪股份(01211)$ $BYD Co., Ltd.(BYDDF)$$比亚迪ADR(BYDDY)$ 来自：Youtube 可乐财经 老林投资 CL","images":[{"img":"https://static.tigerbbs.com/b62cb59f496156f594ecb47b203b65f1","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399105339","isVote":1,"tweetType":2,"object":{"id":"2118b193548f4513be277f11a2ba35d9","tweetId":"399105339","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/0ee6559f5285890809559775824/v.f30.mp4","poster":"https://static.tigerbbs.com/b62cb59f496156f594ecb47b203b65f1"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2038,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554028378385603","authorId":"3554028378385603","name":"小鸡吃米图","avatar":"https://static.tigerbbs.com/d6f8475a6b8b33a14feba4e54b16e419","crmLevel":5,"crmLevelSwitch":0,"idStr":"3554028378385603","authorIdStr":"3554028378385603"},"content":"放心吧 他做不起来。这次是互联网造车 和他造车是两码事","text":"放心吧 他做不起来。这次是互联网造车 和他造车是两码事","html":"放心吧 他做不起来。这次是互联网造车 和他造车是两码事"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":950201577,"gmtCreate":1589384200599,"gmtModify":1704189744395,"author":{"id":"3494278417595402","authorId":"3494278417595402","name":"巴菲特的巴","avatar":"https://static.tigerbbs.com/178fa52bd5d8de455807b7d5f8ad0dba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494278417595402","authorIdStr":"3494278417595402"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>拼多多完胜京东，理由充分，京东的重资产模式已经限制了它的用户数。马云很多年前就说若干年后中国电商每天会有多少包裹，你自营需要多庞大的物流队伍？不现实。所以京东维持物流成本和规模就不能有太多用户，京东是有极限的。但是拼多多没有。拼多多不仅仅拥有京东没有的优势，也有淘宝没有的优势那就是社交，不知道各位懂不懂怎么查微信指数，拼多多是微信指数最高的应用，第二是美团，这两个是2000万级别的指数。而京东是900万级别，淘宝只有200万级别，其他电商更不值一提。所以你懂为啥拼多多股价和美团股价上涨的让你看不懂，一条而已，用户多，为啥多？好用，喜欢，方便，便宜。国内电商以后的代表不是淘宝而且拼多多。打这么多字了，同意的点赞。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>拼多多完胜京东，理由充分，京东的重资产模式已经限制了它的用户数。马云很多年前就说若干年后中国电商每天会有多少包裹，你自营需要多庞大的物流队伍？不现实。所以京东维持物流成本和规模就不能有太多用户，京东是有极限的。但是拼多多没有。拼多多不仅仅拥有京东没有的优势，也有淘宝没有的优势那就是社交，不知道各位懂不懂怎么查微信指数，拼多多是微信指数最高的应用，第二是美团，这两个是2000万级别的指数。而京东是900万级别，淘宝只有200万级别，其他电商更不值一提。所以你懂为啥拼多多股价和美团股价上涨的让你看不懂，一条而已，用户多，为啥多？好用，喜欢，方便，便宜。国内电商以后的代表不是淘宝而且拼多多。打这么多字了，同意的点赞。","text":"$拼多多(PDD)$拼多多完胜京东，理由充分，京东的重资产模式已经限制了它的用户数。马云很多年前就说若干年后中国电商每天会有多少包裹，你自营需要多庞大的物流队伍？不现实。所以京东维持物流成本和规模就不能有太多用户，京东是有极限的。但是拼多多没有。拼多多不仅仅拥有京东没有的优势，也有淘宝没有的优势那就是社交，不知道各位懂不懂怎么查微信指数，拼多多是微信指数最高的应用，第二是美团，这两个是2000万级别的指数。而京东是900万级别，淘宝只有200万级别，其他电商更不值一提。所以你懂为啥拼多多股价和美团股价上涨的让你看不懂，一条而已，用户多，为啥多？好用，喜欢，方便，便宜。国内电商以后的代表不是淘宝而且拼多多。打这么多字了，同意的点赞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/950201577","isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494996464520612","authorId":"3494996464520612","name":"乘风破浪的新农人","avatar":"https://static.tigerbbs.com/395c6e5e41c5f697149a065079ad9a68","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494996464520612","authorIdStr":"3494996464520612"},"content":"马云一直在投资入股快递企业，打脸不？？","text":"马云一直在投资入股快递企业，打脸不？？","html":"马云一直在投资入股快递企业，打脸不？？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953365357,"gmtCreate":1590137343979,"gmtModify":1704191952955,"author":{"id":"3494278417595402","authorId":"3494278417595402","name":"巴菲特的巴","avatar":"https://static.tigerbbs.com/178fa52bd5d8de455807b7d5f8ad0dba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494278417595402","authorIdStr":"3494278417595402"},"themes":[],"htmlText":"<a 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