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趙川崎

趙川崎

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2023-08-03

2023/08/03 交易笔记 by 赵川崎

2023/08/03 成本现价浮动收益蔚来(NIO) 2.22 14.58 557.89% 哎，有时候生活就是这么无奈

2023/08/03 交易笔记 by 赵川崎

2021-10-10

操刀过FType的设计师审美应该是在线的开始期待下一代蔚来车型设计 $蔚来(NIO)$

抱歉，原内容已删除

2021-09-14

$蔚来(NIO)$短期重回800亿市值 [666]

2021-06-11

这篇文章不错，转发给大家看

高瓴资本张磊：人生经历四次转折，最佩服两个人

2021-06-02

$特斯拉(TSLA)$$蔚来(NIO)$ 这两年

2021-04-23

🚙🚀

3 Hypergrowth Stocks With 44% to 80% Upside, According to Wall Street

2021-02-07

$特斯拉(TSLA)$$小鹏汽车(XPEV)$$蔚来(NIO)$对罗永浩没什么感觉但他这句话我挺认可了每个生命来世间都带着使命 **是这世界重要组成部分没**这世界运转不了

2021-01-11

$蔚来(NIO)$哈哈哈哈 ppt造车你们是真学会了个新鲜词到处拿来用

2021-01-04

$特斯拉(TSLA)$$蔚来(NIO)$model y降个价不知道为什么这么多人恐慌大环境好了不都一起好了吗

2021-01-01

2021/01/01 交易笔记 by 赵川崎

2021/01/01 成本现价浮动收益蔚来(NIO) 2.22 48.98 2111.00% 2111.00%

2021/01/01 交易笔记 by 赵川崎

2020-10-30

2020/10/30 交易笔记 by 赵川崎

2020/10/30 成本现价浮动收益蔚来(NIO) 2.22 30.41 1272.96% 破新高记录下

2020/10/30 交易笔记 by 赵川崎

2020-10-14

$蔚来(NIO)$ 刚开始

2020-10-02

1992年8月22日钱学森关于新能源汽车写给总理的一封信$蔚来(NIO)$$特斯拉(TSLA)$$小鹏汽车(XPEV)$

2020-07-06

$蔚来(NIO)$ 问了几个车主朋友预约一次试驾看眼当时股价这相当于白捡果断全仓继续拿着蔚来的未来还远不止如此

2020-06-23

$蔚来(NIO)$$特斯拉(TSLA)$ 腾讯7块钱入的场么？

2020-06-04

$达达集团(DADA)$中签的意思？

2020-02-07

$吉利德科学(GILD)$ 支持Gild 目标价 95 盈利全部捐献！武汉加油！

2020-01-22

$蔚来(NIO)$ 睡前看一眼早起看一眼省心

2020-01-18

[爱你]

抱歉，原内容已删除

2020-01-06

2020-01-06 交易笔记 by 赵川崎

2020-01-06 成本现价浮动收益蔚来(NIO) 2.21 4.48 102.09% Nio up

2020-01-06 交易笔记 by 赵川崎

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哎，有时候生活就是这么无奈","images":[{"img":"https://static.tigerbbs.com/2518864a69313b618f761de52cffa8ef","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/204800677515344","isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3441962806520889","idStr":"3441962806520889"},"content":"本来应该是2000%+?","text":"本来应该是2000%+?","html":"本来应该是2000%+?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828165889,"gmtCreate":1633869218291,"gmtModify":1633869218291,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494487993412426","idStr":"3494487993412426"},"themes":[],"htmlText":"操刀过FType的设计师审美应该是在线的 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[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886796962","isVote":1,"tweetType":1,"viewCount":3794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183706954,"gmtCreate":1623347319378,"gmtModify":1623347319378,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494487993412426","idStr":"3494487993412426"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183706954","repostId":"1155033069","repostType":4,"repost":{"id":"1155033069","pubTimestamp":1623306885,"share":"https://www.laohu8.com/m/news/1155033069?lang=&edition=full","pubTime":"2021-06-10 14:34","market":"sh","language":"zh","title":"高瓴资本张磊：人生经历四次转折，最佩服两个人","url":"https://stock-news.laohu8.com/highlight/detail?id=1155033069","media":"投资人","summary":"01 人生四次转折\n成为投资人我经历了四个转折点。\n第一，小学考初中，差点没考上。因为我当时学习成绩比较差，小学考初中的最低录取分是140分，我考了141分，刚好多1分。我大概从高中二年级才开始努力；","content":"<p><b>01 人生四次转折</b></p>\n<p>成为投资人我经历了四个转折点。</p>\n<p>第一，小学考初中，差点没考上。因为我当时学习成绩比较差，小学考初中的最低录取分是140分，我考了141分，刚好多1分。我大概从高中二年级才开始努力；这是我第一次开始感觉要努力，印象特别深。</p>\n<p>第二，我觉得是在人民大学读书。现在我交的很多很好的朋友还都是当年在人大读书的时候认识的，他们当中，现在有的是朋友，有的是关系很深的合作伙伴，有的还一起从事一些公益性事业。</p>\n<p>第三，我在耶鲁大学捐赠基金工作。在找工作这个煎熬的过程使自己重新发现了自己，再加上第一份工作中跟什么样的人工作，我觉得这两件事对我影响比较大，其实刚进耶鲁基金实习工作是不得已而为之。找了好几个别的工作机会，都被拒绝了。</p>\n<p>第四，就是创业。在为公司打工还是创业两者之间，我选择创业。当时我的工作比较不错，而且和当时的纽约证券交易所CEO，John Thain, 关系很好，所以他委派我担任中国地区第一任NYSE的代表。这是非常好的发展机会，我完全可以继续做下去，但后来我还是决定创业，在2005年我创建了高瓴资本。</p>\n<p><b>02 做事就要做好</b></p>\n<p>现在我经常会反复考虑，我发现自己最大特点就是爱折腾，不满足现状，爱挑战自己。今天公司规模已经这么大了，但是我总在公司内部说二次创业，永远创业。这就像我喜欢具有冒险精神的运动一样，在事业方面我也是爱折腾。此外，我从来不满足于现状，可能有些人会觉得你有几百亿美元基金，收管理费就够了，不用那么折腾。但我不愿意这样，要做就要做到最好，要么就不做。</p>\n<p>我觉得自己思考问题还算比较彻底全面，喜欢把很多事情反复地去推敲和琢磨。我很喜欢提早计划，其实创业之前我很早就开始计划，先到基金工作，然后到别的机构，这些机构经常派我回中国，给了我一个时间过渡区来考虑和安排我的事情，每一步走得比较扎实。</p>\n<p>其实，选择和什么样的人一起做事情非常重要。我对这一点非常挑剔，我喜欢找基于长期信任的、熟悉的人一起工作。我身边的核心同事，要么是当年人大的同学，要么就是以前的同事。我的事业最早就是这么一小撮朋友一起做起来的。</p>\n<p><b>03 最佩服两个人</b></p>\n<p>我最佩服的人有两个，一个是巴菲特，一个是史文森。这两个人我都有机会比较近距离的接触，我最佩服巴菲特是他的投资能力，另外我也十分佩服他是一个具有强烈同理心的人，英文就是empathy。我很喜欢这种有同理心的人；同理心能使他更好地去了解年轻人，了解和他不一样的人，了解管理层。所以今天我经常和我的管理人员说需要有同理心，这点我从他身上学到的。</p>\n<p>巴菲特总是能站在别人的角度想问题。打个比方，假设从严格的角度来讲，有个管理层不是做到最优秀的，但他总能站在别人的角度，假设自己处在那个环境下，分析这个情况是由于这些或者那些原因造成的。他不是只站在自己的角度，只站在投资者的角度。我觉得站在别人的角度想很不容易，因为每个人都习惯从自己的角度思考问题。</p>\n<p>我觉得这个同理心对于投资，人生，甚至家庭、人际关系，都是一个非常好的品质。我也经常和小孩子交流，让他们想想，如果你站在别人的角度上想，是什么样的？同理心非常重要，可以帮助更好地与人产生共鸣。</p>\n<p>说到史文森，我最佩服他的一点就是，他有非常强烈的道德感、责任感。可以这么说，他是我见过的把fiduciary duty和intellectual honesty结合得最好的一个人。这两个人永远都是是我的楷模，是我最佩服的人。</p>\n<p>史文森还教会了我很多东西，比如长期价值投资，机构投资，资产配置，对风险的理解等等。中国很多公司，比如社保、中投都把他的书当做必读物。我认为这些方法能推动投资在中国的机构化；对机构化的思考问题，体系搭建都是有帮助的。但比如说有效边界，怎么把它运用过来，在中国是有很多限制条件的，所以若要更好地跟中国状况相结合，还需要做好很多事情。</p>\n<p><b>04 未来的3个机遇</b></p>\n<p>对于互联网/移动互联网来说，我觉得机遇很多，把整个产业链整合是很重要的一块。但我更看好互联网金融，利用互联网把整个金融产业链、金融的产品，从保险、抵押贷款、到消费金融都结合在一起。很多结合的东西现在只是刚刚开始，还有很多机会在后面。</p>\n<p>我们旗下的清流资本已经投资了好几个这方面的公司。比如像51信用卡，这是像美国的Mint，把大家的理财、信用卡都管理起来。我们才刚刚开始这方面的投资，我相信下面还有很多。</p>\n<p>未来5年的投资机遇，我第一是看好创新，第二是看好中产阶级带来的巨大消费机会，第三是看好金融和资产管理行业，现在的需求远远没有被满足，尤其是资产管理，我觉得会有很多好的商业模式出来。</p>\n<p><b>05 每个人都能战斗</b></p>\n<p>有人说我不但是成功的投资者，也是优秀的领导者。但我觉得这两个角色是不一样的，经常有矛盾。一个好的投资者要有强烈的质疑能力，一个好的管理者要有更强大的亲和力与管理能力。</p>\n<p>我的领导风格受两个方面的影响，一是中国古代文化，尤其是老庄哲学；二是互联网思维、互联网精神。</p>\n<p>从中国哲学的角度来讲，比较像是老子的“无为而治”。而从真正的组织行为学来讲，我相信的是互联网模式带来的一种颠覆，我称之为去中心化的管理模式。像在前线打仗，我觉得像任正非而言，应该是听到炮声的人去做决策，而不是听到炮声的人要打电话给连长、再打给营长、营长再打给团长再做决策。去中心化决策模式能大幅度地提升在前线的班长和战士的作战能力。</p>\n<p>第二是大幅度减少公司的层级。我们公司的层级非常少，我是一层，六个合伙人是一层，所有的员工是一层。每个员工和我之间只有合伙人一层。这样的话就大幅度地消减层级。同时，精挑细选每一个员工。“去中心化”加“消减层级”，争取让每一个人都能够战斗。</p>\n<p>但是在管理过程中我也会遇到很多挑战。第一，诱惑。中国有很多事情可以做，我们怎么在诱惑中选取适合自己的，“弱水三千，但取一瓢”；第二，挑战是人才的培养。这个过程比我想象的要漫长，但我们现在摸到了好途径。人要花精力挑选，挑进来之后也要花很多时间按照高瓴文化和价值观来雕琢。好奇、诚实、独立是高瓴资本的企业文化。</p>\n<p>一有时间我还要去运动一下，像冲浪、单板滑雪，都是比较能够充分张扬个性，并且要求在运动中全神贯注。就像你在雪山上，能想什么别的？我夏天经常去冲浪，一周三四次，八点钟出去、九点钟回来洗个澡、九点半去上班，夏天很容易，冬天就去滑雪。</p>\n<p><b>06 张磊的投资哲学</b></p>\n<p>高瓴资本代表了一个非常不一样的投资机构，涵盖了最早期风险投资到私募股权投资再到上市公司投资以及上市以后的兼并投资。我们是全中国唯一在做全产业链事情的机构，这实际上在世界上也是不常见的。</p>\n<p>因为在美国完全不分私募股权和上市公司股权，股权全产业链做得最好最成功最大的实际上在美国，像Buffett既买可口可乐（45.430，+0.80%）股票，买上市公司股票，又自己去做风险投资甚至去做私募股权投资。本质上，投资就应该是这么做的，不要框定是做风险投资还是做上市股权投资。</p>\n<p>实际上，在风云变幻的中国，一年相当于西方的十年二十年，其中最重要的不是股权的format，最重要的是一种什么样的商业模式，有什么样的人。在高瓴资本内部培训中，第一讲就是人与生意，我们要投资什么样的人，要投资什么样的生意模式，人与生意的组合是我们选公司的第一个标准。</p>\n<p>为什么这种标准中大部分的人不能做到？有人说我要么做风险投资，要么做上市股权投资。我觉得有唯一一个belief，就是我们投资的第一原则，是什么呢？是We don‘t have to do anything．你不需要做任何事情，这是我们投资的第一个哲学思想，当你说自己不需要做任何事情时，就有机会做自己认为最重要的事情，我们在投资的过程中都在实践这一原则。</p>\n<p>我们在全球投资的规模和回报也是很靠前的，很多人知道我是耶鲁流派的，很多人知道耶鲁投资基金给了我怎么投资的想法。在翻译《机构投资者的创新之路》时，我对投资有了很深的理解。其实之前我做过很多行业，直到后期才找到我想干的事。</p>\n<p>在中国做投资最难的一点就是市场很浮躁，每天都有人告诉你市场上又发生了什么事情。我如何在浮躁的市场上保持冷静？就是我的第一个投资哲学，“以正治国，以奇用兵，守正用奇。”当你能够做到“正”你就能经得起各种各样的诱惑与挑战。</p>\n<p>为什么要用奇呢？一个人宁愿很conventional failure，也不愿unconventional success，为什么呢？不愿意打破常规去犯错误，这时候各种各样的人，在“守正”之后不能突破各种各样的限制去“用奇”，你的想法如果和别人不一样就可以走出一条自己的道路。</p>\n<p>在中国做投资，知道自己碗里能装多少东西更重要。所以我要讲的第二点就是，“弱水三千，但取一瓢”。你每天的功夫就是要把你的这一瓢做得更大更结实更深，而不是整天壶里的和桌上的菜都要喝掉吃掉。投资里面有这样一个定理，中西文化是相同的，跟老外讲就是a piece of mine，看到别人投了很好的东西你投不到你是不是会着急。你有这个哲学支撑就会找到the piece of mine，something you think make sense。</p>\n<p>当你只有低调的时候才能专心致志地把自己的东西做好。你在早年时就非常高调，拿上帝的话说就是“欲先使其灭亡，必先使其疯狂”。要低调，踏踏实实的做好投资，真正好的资源，真正好的投资人，好的投资项目会逐渐找到你的。</p>\n<p>在这个行业里最危险的事情就是，你是被钱驱动的。要么你很快就挣了很多钱，你不知道干什么，要么你一直没挣到钱很着急，你也不知道要干什么，所以为钱驱动是一个最最dangerous的想法。钱并不重要，是最后的一个nature income，不能成为一个目标，你肯定是为了一个passion，带着你走下来。</p>\n<p>我们是一个“异类”，有独立的思考，不在乎市场，不在乎别的投资机构。</p>","source":"lsy1585022731199","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高瓴资本张磊：人生经历四次转折，最佩服两个人</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高瓴资本张磊：人生经历四次转折，最佩服两个人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 14:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/7BrGRylc59CUAS9DqPG17Q><strong>投资人</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>01 人生四次转折\n成为投资人我经历了四个转折点。\n第一，小学考初中，差点没考上。因为我当时学习成绩比较差，小学考初中的最低录取分是140分，我考了141分，刚好多1分。我大概从高中二年级才开始努力；这是我第一次开始感觉要努力，印象特别深。\n第二，我觉得是在人民大学读书。现在我交的很多很好的朋友还都是当年在人大读书的时候认识的，他们当中，现在有的是朋友，有的是关系很深的合作伙伴，有的还一起从事一些...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7BrGRylc59CUAS9DqPG17Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/7BrGRylc59CUAS9DqPG17Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155033069","content_text":"01 人生四次转折\n成为投资人我经历了四个转折点。\n第一，小学考初中，差点没考上。因为我当时学习成绩比较差，小学考初中的最低录取分是140分，我考了141分，刚好多1分。我大概从高中二年级才开始努力；这是我第一次开始感觉要努力，印象特别深。\n第二，我觉得是在人民大学读书。现在我交的很多很好的朋友还都是当年在人大读书的时候认识的，他们当中，现在有的是朋友，有的是关系很深的合作伙伴，有的还一起从事一些公益性事业。\n第三，我在耶鲁大学捐赠基金工作。在找工作这个煎熬的过程使自己重新发现了自己，再加上第一份工作中跟什么样的人工作，我觉得这两件事对我影响比较大，其实刚进耶鲁基金实习工作是不得已而为之。找了好几个别的工作机会，都被拒绝了。\n第四，就是创业。在为公司打工还是创业两者之间，我选择创业。当时我的工作比较不错，而且和当时的纽约证券交易所CEO，John Thain, 关系很好，所以他委派我担任中国地区第一任NYSE的代表。这是非常好的发展机会，我完全可以继续做下去，但后来我还是决定创业，在2005年我创建了高瓴资本。\n02 做事就要做好\n现在我经常会反复考虑，我发现自己最大特点就是爱折腾，不满足现状，爱挑战自己。今天公司规模已经这么大了，但是我总在公司内部说二次创业，永远创业。这就像我喜欢具有冒险精神的运动一样，在事业方面我也是爱折腾。此外，我从来不满足于现状，可能有些人会觉得你有几百亿美元基金，收管理费就够了，不用那么折腾。但我不愿意这样，要做就要做到最好，要么就不做。\n我觉得自己思考问题还算比较彻底全面，喜欢把很多事情反复地去推敲和琢磨。我很喜欢提早计划，其实创业之前我很早就开始计划，先到基金工作，然后到别的机构，这些机构经常派我回中国，给了我一个时间过渡区来考虑和安排我的事情，每一步走得比较扎实。\n其实，选择和什么样的人一起做事情非常重要。我对这一点非常挑剔，我喜欢找基于长期信任的、熟悉的人一起工作。我身边的核心同事，要么是当年人大的同学，要么就是以前的同事。我的事业最早就是这么一小撮朋友一起做起来的。\n03 最佩服两个人\n我最佩服的人有两个，一个是巴菲特，一个是史文森。这两个人我都有机会比较近距离的接触，我最佩服巴菲特是他的投资能力，另外我也十分佩服他是一个具有强烈同理心的人，英文就是empathy。我很喜欢这种有同理心的人；同理心能使他更好地去了解年轻人，了解和他不一样的人，了解管理层。所以今天我经常和我的管理人员说需要有同理心，这点我从他身上学到的。\n巴菲特总是能站在别人的角度想问题。打个比方，假设从严格的角度来讲，有个管理层不是做到最优秀的，但他总能站在别人的角度，假设自己处在那个环境下，分析这个情况是由于这些或者那些原因造成的。他不是只站在自己的角度，只站在投资者的角度。我觉得站在别人的角度想很不容易，因为每个人都习惯从自己的角度思考问题。\n我觉得这个同理心对于投资，人生，甚至家庭、人际关系，都是一个非常好的品质。我也经常和小孩子交流，让他们想想，如果你站在别人的角度上想，是什么样的？同理心非常重要，可以帮助更好地与人产生共鸣。\n说到史文森，我最佩服他的一点就是，他有非常强烈的道德感、责任感。可以这么说，他是我见过的把fiduciary duty和intellectual honesty结合得最好的一个人。这两个人永远都是是我的楷模，是我最佩服的人。\n史文森还教会了我很多东西，比如长期价值投资，机构投资，资产配置，对风险的理解等等。中国很多公司，比如社保、中投都把他的书当做必读物。我认为这些方法能推动投资在中国的机构化；对机构化的思考问题，体系搭建都是有帮助的。但比如说有效边界，怎么把它运用过来，在中国是有很多限制条件的，所以若要更好地跟中国状况相结合，还需要做好很多事情。\n04 未来的3个机遇\n对于互联网/移动互联网来说，我觉得机遇很多，把整个产业链整合是很重要的一块。但我更看好互联网金融，利用互联网把整个金融产业链、金融的产品，从保险、抵押贷款、到消费金融都结合在一起。很多结合的东西现在只是刚刚开始，还有很多机会在后面。\n我们旗下的清流资本已经投资了好几个这方面的公司。比如像51信用卡，这是像美国的Mint，把大家的理财、信用卡都管理起来。我们才刚刚开始这方面的投资，我相信下面还有很多。\n未来5年的投资机遇，我第一是看好创新，第二是看好中产阶级带来的巨大消费机会，第三是看好金融和资产管理行业，现在的需求远远没有被满足，尤其是资产管理，我觉得会有很多好的商业模式出来。\n05 每个人都能战斗\n有人说我不但是成功的投资者，也是优秀的领导者。但我觉得这两个角色是不一样的，经常有矛盾。一个好的投资者要有强烈的质疑能力，一个好的管理者要有更强大的亲和力与管理能力。\n我的领导风格受两个方面的影响，一是中国古代文化，尤其是老庄哲学；二是互联网思维、互联网精神。\n从中国哲学的角度来讲，比较像是老子的“无为而治”。而从真正的组织行为学来讲，我相信的是互联网模式带来的一种颠覆，我称之为去中心化的管理模式。像在前线打仗，我觉得像任正非而言，应该是听到炮声的人去做决策，而不是听到炮声的人要打电话给连长、再打给营长、营长再打给团长再做决策。去中心化决策模式能大幅度地提升在前线的班长和战士的作战能力。\n第二是大幅度减少公司的层级。我们公司的层级非常少，我是一层，六个合伙人是一层，所有的员工是一层。每个员工和我之间只有合伙人一层。这样的话就大幅度地消减层级。同时，精挑细选每一个员工。“去中心化”加“消减层级”，争取让每一个人都能够战斗。\n但是在管理过程中我也会遇到很多挑战。第一，诱惑。中国有很多事情可以做，我们怎么在诱惑中选取适合自己的，“弱水三千，但取一瓢”；第二，挑战是人才的培养。这个过程比我想象的要漫长，但我们现在摸到了好途径。人要花精力挑选，挑进来之后也要花很多时间按照高瓴文化和价值观来雕琢。好奇、诚实、独立是高瓴资本的企业文化。\n一有时间我还要去运动一下，像冲浪、单板滑雪，都是比较能够充分张扬个性，并且要求在运动中全神贯注。就像你在雪山上，能想什么别的？我夏天经常去冲浪，一周三四次，八点钟出去、九点钟回来洗个澡、九点半去上班，夏天很容易，冬天就去滑雪。\n06 张磊的投资哲学\n高瓴资本代表了一个非常不一样的投资机构，涵盖了最早期风险投资到私募股权投资再到上市公司投资以及上市以后的兼并投资。我们是全中国唯一在做全产业链事情的机构，这实际上在世界上也是不常见的。\n因为在美国完全不分私募股权和上市公司股权，股权全产业链做得最好最成功最大的实际上在美国，像Buffett既买可口可乐（45.430，+0.80%）股票，买上市公司股票，又自己去做风险投资甚至去做私募股权投资。本质上，投资就应该是这么做的，不要框定是做风险投资还是做上市股权投资。\n实际上，在风云变幻的中国，一年相当于西方的十年二十年，其中最重要的不是股权的format，最重要的是一种什么样的商业模式，有什么样的人。在高瓴资本内部培训中，第一讲就是人与生意，我们要投资什么样的人，要投资什么样的生意模式，人与生意的组合是我们选公司的第一个标准。\n为什么这种标准中大部分的人不能做到？有人说我要么做风险投资，要么做上市股权投资。我觉得有唯一一个belief，就是我们投资的第一原则，是什么呢？是We don‘t have to do anything．你不需要做任何事情，这是我们投资的第一个哲学思想，当你说自己不需要做任何事情时，就有机会做自己认为最重要的事情，我们在投资的过程中都在实践这一原则。\n我们在全球投资的规模和回报也是很靠前的，很多人知道我是耶鲁流派的，很多人知道耶鲁投资基金给了我怎么投资的想法。在翻译《机构投资者的创新之路》时，我对投资有了很深的理解。其实之前我做过很多行业，直到后期才找到我想干的事。\n在中国做投资最难的一点就是市场很浮躁，每天都有人告诉你市场上又发生了什么事情。我如何在浮躁的市场上保持冷静？就是我的第一个投资哲学，“以正治国，以奇用兵，守正用奇。”当你能够做到“正”你就能经得起各种各样的诱惑与挑战。\n为什么要用奇呢？一个人宁愿很conventional failure，也不愿unconventional success，为什么呢？不愿意打破常规去犯错误，这时候各种各样的人，在“守正”之后不能突破各种各样的限制去“用奇”，你的想法如果和别人不一样就可以走出一条自己的道路。\n在中国做投资，知道自己碗里能装多少东西更重要。所以我要讲的第二点就是，“弱水三千，但取一瓢”。你每天的功夫就是要把你的这一瓢做得更大更结实更深，而不是整天壶里的和桌上的菜都要喝掉吃掉。投资里面有这样一个定理，中西文化是相同的，跟老外讲就是a piece of mine，看到别人投了很好的东西你投不到你是不是会着急。你有这个哲学支撑就会找到the piece of mine，something you think make sense。\n当你只有低调的时候才能专心致志地把自己的东西做好。你在早年时就非常高调，拿上帝的话说就是“欲先使其灭亡，必先使其疯狂”。要低调，踏踏实实的做好投资，真正好的资源，真正好的投资人，好的投资项目会逐渐找到你的。\n在这个行业里最危险的事情就是，你是被钱驱动的。要么你很快就挣了很多钱，你不知道干什么，要么你一直没挣到钱很着急，你也不知道要干什么，所以为钱驱动是一个最最dangerous的想法。钱并不重要，是最后的一个nature income，不能成为一个目标，你肯定是为了一个passion，带着你走下来。\n我们是一个“异类”，有独立的思考，不在乎市场，不在乎别的投资机构。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119727129,"gmtCreate":1622567356261,"gmtModify":1622567356261,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494487993412426","idStr":"3494487993412426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 这两年","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 这两年","text":"$特斯拉(TSLA)$$蔚来(NIO)$ 这两年","images":[{"img":"https://static.tigerbbs.com/58adff7add7cd6716e15e9d83c636b7a","width":"960","height":"2514"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/119727129","isVote":1,"tweetType":1,"viewCount":3055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":376610007,"gmtCreate":1619107972009,"gmtModify":1619107972009,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494487993412426","idStr":"3494487993412426"},"themes":[],"htmlText":"&nbsp;🚙🚀","listText":"&nbsp;🚙🚀","text":"🚙🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376610007","repostId":"2129385714","repostType":2,"repost":{"id":"2129385714","pubTimestamp":1619096341,"share":"https://www.laohu8.com/m/news/2129385714?lang=&edition=full","pubTime":"2021-04-22 20:59","market":"us","language":"en","title":"3 Hypergrowth Stocks With 44% to 80% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2129385714","media":"Motley Fool","summary":"Are some of the fastest-growing companies in the world still bargains? Analysts think so.","content":"<p>Over the long run, there's arguably no greater wealth creator on the planet than the stock market. For the past 41 years, through the dot-com bubble, Great Recession, and now, coronavirus crash, the broad-based <b>S&amp;P 500</b> has averaged an annual total return, including dividends, of more than 10%. Put another way, investors in S&amp;P 500 tracking indexes are doubling their money about every seven years, inclusive of reinvestment.</p>\n<p>It doesn't matter whether the market is in the midst of a sell-off or is hitting new all-time highs. There are always bargains to be found, at least according to Wall Street.</p>\n<p>Right now, there are three hypergrowth stocks -- an arbitrary term I'm using to signify companies growing at a very fast rate -- based on Wall Street's <a href=\"https://laohu8.com/S/AONE\">one</a>-year price targets, offering upside ranging between 44% and 80%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e84aa34310d37f1ab30212f9dcf1bf0d\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications: Implied upside of 44%</h2>\n<p>Perhaps the most exciting hypergrowth stock of this trio is the <a href=\"https://laohu8.com/S/AONE.U\">one</a> that Wall Street believes has the lowest perceived upside at 44%: cloud-based web conferencing service <b>Zoom Video Communications</b> (NASDAQ:ZM). If analysts are accurate, Zoom could rocket to $476 a share over the next year.</p>\n<p>Zoom is what you might call a no-brainer beneficiary in the pandemic environment. With the coronavirus disease 2019 (COVID-19) shuttering offices and forcing employees to work from home, Zoom's Web conferencing platform became the default winner. Last year, Zoom recorded $2.65 billion in sales, which was up 326% year over year, and it effectively tripled the company's full-year forecast offered just weeks before the pandemic really took shape.</p>\n<p>The great thing about Zoom is that its technology isn't going to fade into the background when the pandemic ends. Zoom has been able to lure businesses in with its freemium model, and many choose to upgrade to a paid subscription when they see the value that point-and-click connection can offer.</p>\n<p>In particular, it's done a bang-up job of attracting smaller businesses. In fiscal 2021 (ended Jan. 31, 2021), the number of subscribing businesses with at least 10 employees jumped 470% to 467,100.</p>\n<p>Zoom is also the clear share leader among U.S. web conferencing services. According to business information site Datanyze, Zoom controls nearly 40% of U.S. conferencing share, which is nearly double its next closest competitor.</p>\n<p>Lastly, CEO and founder Eric Yuan still owns more than 25 million shares of Zoom stock. When founders and insiders have large stakes that align their interests with those of their shareholders, we often see good things happen over the long run.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f46d76c781cc47d68033914c1c794a63\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images.</span></p>\n<h2>Trulieve Cannabis: Implied upside of 80%</h2>\n<p>Another exceptionally fast-growing company with serious upside potential is U.S. marijuana stock <b>Trulieve Cannabis</b> (OTC:TCNNF). The company has a price target north of $70, and Wall Street believes it offers up to 80% upside over the next 12 months.</p>\n<p>To start with the obvious, the U.S. is a massive marijuana opportunity, relative to other markets. According to <a href=\"https://laohu8.com/S/NFC.U\">New Frontier</a> Data, the U.S. pot industry should grow by an average of 21% annually between 2019 and 2025, ultimately hitting $41.5 billion in annual sales by mid-decade. By comparison, cannabis-focused analytics company BDSA is only looking for Canada to have topped $6 billion in annual sales by 2026. The U.S. is where the green is going to be made.</p>\n<p>What makes Trulieve Cannabis such an intriguing investment opportunity is the company's strategy, which has primarily focused on building out its presence in one state, Florida. Of its 84 operational dispensaries, 79 are currently located in the medical-marijuana-legal Sunshine State.</p>\n<p>Note that this figure doesn't take into account a handful of recently announced small acquisitions in other states. By focusing its attention in one state, Trulieve has been able to effectively build up a loyal following without breaking the bank with marketing costs. Not surprisingly, it's also been profitable for 12 consecutive quarters.</p>\n<p>Just how dominant is Trulieve? According to the company, it controlled 53% of the Sunshine State's dried cannabis flower market in 2020, along with 49% of its higher-margin oils market.</p>\n<p>Wall Street is expecting the company to grow its sales by more than 60% in 2021, then top $1.1 billion in revenue the following year. If it can duplicate its success in other states, Trulieve could be one of the best cannabis stocks to own.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bd990193cf7016ffb6f5d390a4a2997\" tg-width=\"700\" tg-height=\"466\"><span>The NIO ES8 luxury EV SUV. Image source: NIO.</span></p>\n<h2>NIO: Implied upside of 53%</h2>\n<p>A third hypergrowth stock that Wall Street professionals believe could soar over the next year is China-based electric vehicle (EV) manufacturer <b>NIO</b> (NYSE:NIO). Following the company's recent swoon, the Street is forecasting upside of as much as 53%.</p>\n<p>The \"Why NIO?\" question is pretty simple to answer: EVs are the future of the auto industry, and China is the largest auto market in the world. By 2035, the Society of Automotive Engineers of China has predicted that half of all auto sales will be new-energy vehicles, with roughly 95% of those being EVs. The Chinese EV market is ripe for the picking, which should allow NIO to secure a piece of a really large pie.</p>\n<p>NIO has been successfully ramping up its production, as well. After delivering a little over 20,500 EVs in all of 2019, the company increased deliveries to 43,728 in 2020. If not for chip shortages, which are hampering the entire automotive industry at the moment, NIO would probably be delivering 9,000 to 10,000 vehicles a month at the moment.&nbsp; Even with the chip issues, NIO's revenue is expected to more than double its sales to $5.2 billion this year.</p>\n<p>The company also deserves serious credit for its battery-as-a-service (BaaS) operating model, which should be a long-term operating margin and loyalty driver. Buyers who sign up for the program can receive replacement or upgraded batteries in the future. In turn, they pay a monthly fee to NIO and receive an upfront discount on their vehicle. NIO is effectively trading away some near-term margin for considerably higher BaaS margins and loyalty over the long run.</p>\n<p>Then again, a $59 billion valuation for a company that's delivered 95,701 vehicles since its inception seems a bit excessive. Although it's done well with its early stage ramp up and has laid to bed any funding concerns, next-big-thing technologies like EVs won't be without hiccups. Between increasing competition and a steep learning curve, a wait-and-see approach might be prudent, even with Wall Street's aggressive price target.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Hypergrowth Stocks With 44% to 80% Upside, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Hypergrowth Stocks With 44% to 80% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 20:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/22/3-hypergrowth-stocks-44-to-80-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the long run, there's arguably no greater wealth creator on the planet than the stock market. For the past 41 years, through the dot-com bubble, Great Recession, and now, coronavirus crash, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/22/3-hypergrowth-stocks-44-to-80-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TCNNF":"Trulieve Cannabis Corporation","ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/04/22/3-hypergrowth-stocks-44-to-80-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129385714","content_text":"Over the long run, there's arguably no greater wealth creator on the planet than the stock market. For the past 41 years, through the dot-com bubble, Great Recession, and now, coronavirus crash, the broad-based S&P 500 has averaged an annual total return, including dividends, of more than 10%. Put another way, investors in S&P 500 tracking indexes are doubling their money about every seven years, inclusive of reinvestment.\nIt doesn't matter whether the market is in the midst of a sell-off or is hitting new all-time highs. There are always bargains to be found, at least according to Wall Street.\nRight now, there are three hypergrowth stocks -- an arbitrary term I'm using to signify companies growing at a very fast rate -- based on Wall Street's one-year price targets, offering upside ranging between 44% and 80%.\nImage source: Getty Images.\nZoom Video Communications: Implied upside of 44%\nPerhaps the most exciting hypergrowth stock of this trio is the one that Wall Street believes has the lowest perceived upside at 44%: cloud-based web conferencing service Zoom Video Communications (NASDAQ:ZM). If analysts are accurate, Zoom could rocket to $476 a share over the next year.\nZoom is what you might call a no-brainer beneficiary in the pandemic environment. With the coronavirus disease 2019 (COVID-19) shuttering offices and forcing employees to work from home, Zoom's Web conferencing platform became the default winner. Last year, Zoom recorded $2.65 billion in sales, which was up 326% year over year, and it effectively tripled the company's full-year forecast offered just weeks before the pandemic really took shape.\nThe great thing about Zoom is that its technology isn't going to fade into the background when the pandemic ends. Zoom has been able to lure businesses in with its freemium model, and many choose to upgrade to a paid subscription when they see the value that point-and-click connection can offer.\nIn particular, it's done a bang-up job of attracting smaller businesses. In fiscal 2021 (ended Jan. 31, 2021), the number of subscribing businesses with at least 10 employees jumped 470% to 467,100.\nZoom is also the clear share leader among U.S. web conferencing services. According to business information site Datanyze, Zoom controls nearly 40% of U.S. conferencing share, which is nearly double its next closest competitor.\nLastly, CEO and founder Eric Yuan still owns more than 25 million shares of Zoom stock. When founders and insiders have large stakes that align their interests with those of their shareholders, we often see good things happen over the long run.\nImage source: Getty Images.\nTrulieve Cannabis: Implied upside of 80%\nAnother exceptionally fast-growing company with serious upside potential is U.S. marijuana stock Trulieve Cannabis (OTC:TCNNF). The company has a price target north of $70, and Wall Street believes it offers up to 80% upside over the next 12 months.\nTo start with the obvious, the U.S. is a massive marijuana opportunity, relative to other markets. According to New Frontier Data, the U.S. pot industry should grow by an average of 21% annually between 2019 and 2025, ultimately hitting $41.5 billion in annual sales by mid-decade. By comparison, cannabis-focused analytics company BDSA is only looking for Canada to have topped $6 billion in annual sales by 2026. The U.S. is where the green is going to be made.\nWhat makes Trulieve Cannabis such an intriguing investment opportunity is the company's strategy, which has primarily focused on building out its presence in one state, Florida. Of its 84 operational dispensaries, 79 are currently located in the medical-marijuana-legal Sunshine State.\nNote that this figure doesn't take into account a handful of recently announced small acquisitions in other states. By focusing its attention in one state, Trulieve has been able to effectively build up a loyal following without breaking the bank with marketing costs. Not surprisingly, it's also been profitable for 12 consecutive quarters.\nJust how dominant is Trulieve? According to the company, it controlled 53% of the Sunshine State's dried cannabis flower market in 2020, along with 49% of its higher-margin oils market.\nWall Street is expecting the company to grow its sales by more than 60% in 2021, then top $1.1 billion in revenue the following year. If it can duplicate its success in other states, Trulieve could be one of the best cannabis stocks to own.\nThe NIO ES8 luxury EV SUV. Image source: NIO.\nNIO: Implied upside of 53%\nA third hypergrowth stock that Wall Street professionals believe could soar over the next year is China-based electric vehicle (EV) manufacturer NIO (NYSE:NIO). Following the company's recent swoon, the Street is forecasting upside of as much as 53%.\nThe \"Why NIO?\" question is pretty simple to answer: EVs are the future of the auto industry, and China is the largest auto market in the world. By 2035, the Society of Automotive Engineers of China has predicted that half of all auto sales will be new-energy vehicles, with roughly 95% of those being EVs. The Chinese EV market is ripe for the picking, which should allow NIO to secure a piece of a really large pie.\nNIO has been successfully ramping up its production, as well. After delivering a little over 20,500 EVs in all of 2019, the company increased deliveries to 43,728 in 2020. If not for chip shortages, which are hampering the entire automotive industry at the moment, NIO would probably be delivering 9,000 to 10,000 vehicles a month at the moment.  Even with the chip issues, NIO's revenue is expected to more than double its sales to $5.2 billion this year.\nThe company also deserves serious credit for its battery-as-a-service (BaaS) operating model, which should be a long-term operating margin and loyalty driver. Buyers who sign up for the program can receive replacement or upgraded batteries in the future. In turn, they pay a monthly fee to NIO and receive an upfront discount on their vehicle. NIO is effectively trading away some near-term margin for considerably higher BaaS margins and loyalty over the long run.\nThen again, a $59 billion valuation for a company that's delivered 95,701 vehicles since its inception seems a bit excessive. Although it's done well with its early stage ramp up and has laid to bed any funding concerns, next-big-thing technologies like EVs won't be without hiccups. Between increasing competition and a steep learning curve, a wait-and-see approach might be prudent, even with Wall Street's aggressive price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389358438,"gmtCreate":1612697758424,"gmtModify":1703764348675,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494487993412426","idStr":"3494487993412426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>对罗永浩没什么感觉 但他这句话我挺认可了 每个生命来世间都带着使命&nbsp; **是这世界重要组成部分 没**这世界运转不了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>对罗永浩没什么感觉 但他这句话我挺认可了 每个生命来世间都带着使命&nbsp; **是这世界重要组成部分 没**这世界运转不了","text":"$特斯拉(TSLA)$$小鹏汽车(XPEV)$$蔚来(NIO)$对罗永浩没什么感觉 但他这句话我挺认可了 每个生命来世间都带着使命 **是这世界重要组成部分 没**这世界运转不了","images":[{"img":"https://static.tigerbbs.com/75e0c33ebc65f382cae8bb924e8f5398","width":"1768","height":"2064"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389358438","isVote":1,"tweetType":1,"viewCount":4178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":332810294,"gmtCreate":1610369289418,"gmtModify":1703743814429,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494487993412426","idStr":"3494487993412426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>哈哈哈哈 ppt造车 你们是真学会了个新鲜词到处拿来用","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>哈哈哈哈 ppt造车 你们是真学会了个新鲜词到处拿来用","text":"$蔚来(NIO)$哈哈哈哈 ppt造车 你们是真学会了个新鲜词到处拿来用","images":[{"img":"https://static.tigerbbs.com/58d995214e527203fbd9f3a305ff9633","width":"1768","height":"3143"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/332810294","isVote":1,"tweetType":1,"viewCount":5164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":331761167,"gmtCreate":1609768766959,"gmtModify":1703740336238,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494487993412426","idStr":"3494487993412426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>model y降个价不知道为什么这么多人恐慌&nbsp; 大环境好了不都一起好了吗&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>model y降个价不知道为什么这么多人恐慌&nbsp; 大环境好了不都一起好了吗&nbsp;","text":"$特斯拉(TSLA)$$蔚来(NIO)$model y降个价不知道为什么这么多人恐慌 大环境好了不都一起好了吗","images":[{"img":"https://static.tigerbbs.com/4732ee9833251bac026a2d8428aaa9ea","width":"960","height":"1707"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/331761167","isVote":1,"tweetType":1,"viewCount":4875,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566874131555065","authorId":"3566874131555065","name":"区块链猛虎","avatar":"https://static.tigerbbs.com/f7abfa27cb139d000a59182a293f8347","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3566874131555065","idStr":"3566874131555065"},"content":"特斯拉净化市场，重度打击了质次价高骗补贴坏蛋。","text":"特斯拉净化市场，重度打击了质次价高骗补贴坏蛋。","html":"特斯拉净化市场，重度打击了质次价高骗补贴坏蛋。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":331170777,"gmtCreate":1609473797599,"gmtModify":1703739611965,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494487993412426","idStr":"3494487993412426"},"themes":[],"title":"2021/01/01 交易笔记 by 赵川崎","htmlText":"2021/01/01 成本 现价 浮动收益 蔚来(NIO) 2.22 48.98 2111.00% &nbsp;2111.00%","listText":"2021/01/01 成本 现价 浮动收益 蔚来(NIO) 2.22 48.98 2111.00% &nbsp;2111.00%","text":"2021/01/01 成本 现价 浮动收益 蔚来(NIO) 2.22 48.98 2111.00% 2111.00%","images":[{"img":"https://static.tigerbbs.com/863cc01e3ebe6d8a989447c9945fbfd0","width":"960","height":"1707"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/331170777","isVote":1,"tweetType":1,"viewCount":1954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308228698,"gmtCreate":1603988755514,"gmtModify":1703831587988,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494487993412426","idStr":"3494487993412426"},"themes":[],"title":"2020/10/30 交易笔记 by 赵川崎","htmlText":"2020/10/30 成本 现价 浮动收益 蔚来(NIO) 2.22 30.41 1272.96% &nbsp;破新高记录下","listText":"2020/10/30 成本 现价 浮动收益 蔚来(NIO) 2.22 30.41 1272.96% &nbsp;破新高记录下","text":"2020/10/30 成本 现价 浮动收益 蔚来(NIO) 2.22 30.41 1272.96% 破新高记录下","images":[{"img":"https://static.tigerbbs.com/7aeb9534cdb7099f175f323948295620","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/308228698","isVote":1,"tweetType":1,"viewCount":2101,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"232529750880900","authorId":"232529750880900","name":"21克拉粉钻","avatar":"https://static.tigerbbs.com/aeb8fbbaee3546b4c601204e83215502","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"232529750880900","idStr":"232529750880900"},"content":"仅盯着k线图难以看出公司的发展潜力，对于有发展前途的新兴公司更应该多方面实际调查一下做到心中有数更有底！恭喜你做出了正确决策并坚定的持有收获了成功！","text":"仅盯着k线图难以看出公司的发展潜力，对于有发展前途的新兴公司更应该多方面实际调查一下做到心中有数更有底！恭喜你做出了正确决策并坚定的持有收获了成功！","html":"仅盯着k线图难以看出公司的发展潜力，对于有发展前途的新兴公司更应该多方面实际调查一下做到心中有数更有底！恭喜你做出了正确决策并坚定的持有收获了成功！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":309662392,"gmtCreate":1602679096316,"gmtModify":1703827405064,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494487993412426","idStr":"3494487993412426"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;刚开始","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;刚开始","text":"$蔚来(NIO)$ 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破新高记录下","images":[{"img":"https://static.tigerbbs.com/7aeb9534cdb7099f175f323948295620","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/308228698","isVote":1,"tweetType":1,"viewCount":2101,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"232529750880900","authorId":"232529750880900","name":"21克拉粉钻","avatar":"https://static.tigerbbs.com/aeb8fbbaee3546b4c601204e83215502","crmLevel":1,"crmLevelSwitch":0,"idStr":"232529750880900","authorIdStr":"232529750880900"},"content":"仅盯着k线图难以看出公司的发展潜力，对于有发展前途的新兴公司更应该多方面实际调查一下做到心中有数更有底！恭喜你做出了正确决策并坚定的持有收获了成功！","text":"仅盯着k线图难以看出公司的发展潜力，对于有发展前途的新兴公司更应该多方面实际调查一下做到心中有数更有底！恭喜你做出了正确决策并坚定的持有收获了成功！","html":"仅盯着k线图难以看出公司的发展潜力，对于有发展前途的新兴公司更应该多方面实际调查一下做到心中有数更有底！恭喜你做出了正确决策并坚定的持有收获了成功！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":954280896,"gmtCreate":1592927007015,"gmtModify":1704200667481,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494487993412426","authorIdStr":"3494487993412426"},"themes":[],"htmlText":"<a 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领导下系列举措中的最新一例。　　去年这个时候，随着 Gerry McGovern 被提升为JLR产品组合的首席创意官，Massimo ...</p>\n\n<a href=\"http://stock.10jqka.com.cn/usstock/20211010/c633203571.shtml\">Web Link</a>\n\n</div>\n","source":"tonghuashun","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>前捷豹路虎设计师加入蔚来汽车</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n前捷豹路虎设计师加入蔚来汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 11:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.10jqka.com.cn/usstock/20211010/c633203571.shtml><strong>财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>财经网汽车讯 10月10日，据盖世汽车报道，近日，蔚来设计团队新增两名成员，分别是捷豹路虎的 Alister Whelan 和Seat的Joaquin Garcia。　　Whelan的离开是 JLR设计部门在CEO蒂埃里·博洛雷 (Thierry Bolloré) 领导下系列举措中的最新一例。　　去年这个时候，随着 Gerry McGovern 被提升为JLR产品组合的首席创意官，Massimo ...</p>\n\n<a href=\"http://stock.10jqka.com.cn/usstock/20211010/c633203571.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c98d33d3369990730a901b19fedfe1d4","relate_stocks":{"NIO":"蔚来"},"source_url":"http://stock.10jqka.com.cn/usstock/20211010/c633203571.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2174976631","content_text":"财经网汽车讯 10月10日，据盖世汽车报道，近日，蔚来设计团队新增两名成员，分别是捷豹路虎的 Alister Whelan 和Seat的Joaquin Garcia。　　Whelan的离开是 JLR设计部门在CEO蒂埃里·博洛雷 (Thierry Bolloré) 领导下系列举措中的最新一例。　　去年这个时候，随着 Gerry McGovern 被提升为JLR产品组合的首席创意官，Massimo Frascella 成为了路虎设计总监。最近，设计总监 Julian Thomson在服务了21年后离开，让Whelan 成为公司剩余的两名高级设计师之一。　　目前尚不清楚谁将接替 Whelan 在 JLR 担任的职务。他在捷豹路虎的职业生涯长达 21 年，期间，他负责过F-Type和 F-Pace等关键车型的设计，以及I-Pace EV的内饰设计。　　Whelan 将与 Garcia 一起成为蔚来的设计总监，Garcia 在领导Seat和Cupra 的所有生产和展示车的外观设计五年后加入。蔚来的其他设计总监包括前通用汽车公司的 Colin Phipps 和此前吉利的 Andreas Nilsson。　　这对新搭档将向设计副总裁 Kris Tomasson 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哎，有时候生活就是这么无奈","images":[{"img":"https://static.tigerbbs.com/2518864a69313b618f761de52cffa8ef","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/204800677515344","isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3441962806520889","authorId":"3441962806520889","name":"HerrDu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3441962806520889","authorIdStr":"3441962806520889"},"content":"本来应该是2000%+?","text":"本来应该是2000%+?","html":"本来应该是2000%+?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":119727129,"gmtCreate":1622567356261,"gmtModify":1622567356261,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494487993412426","authorIdStr":"3494487993412426"},"themes":[],"htmlText":"<a 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省心","images":[{"img":"https://static.tigerbbs.com/f5757beda1e91171cbc20893fab50e9b","width":"1080","height":"1625"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/916706244","isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":183706954,"gmtCreate":1623347319378,"gmtModify":1623347319378,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494487993412426","authorIdStr":"3494487993412426"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183706954","repostId":"1155033069","repostType":4,"repost":{"id":"1155033069","pubTimestamp":1623306885,"share":"https://www.laohu8.com/m/news/1155033069?lang=&edition=full","pubTime":"2021-06-10 14:34","market":"sh","language":"zh","title":"高瓴资本张磊：人生经历四次转折，最佩服两个人","url":"https://stock-news.laohu8.com/highlight/detail?id=1155033069","media":"投资人","summary":"01 人生四次转折\n成为投资人我经历了四个转折点。\n第一，小学考初中，差点没考上。因为我当时学习成绩比较差，小学考初中的最低录取分是140分，我考了141分，刚好多1分。我大概从高中二年级才开始努力；","content":"<p><b>01 人生四次转折</b></p>\n<p>成为投资人我经历了四个转折点。</p>\n<p>第一，小学考初中，差点没考上。因为我当时学习成绩比较差，小学考初中的最低录取分是140分，我考了141分，刚好多1分。我大概从高中二年级才开始努力；这是我第一次开始感觉要努力，印象特别深。</p>\n<p>第二，我觉得是在人民大学读书。现在我交的很多很好的朋友还都是当年在人大读书的时候认识的，他们当中，现在有的是朋友，有的是关系很深的合作伙伴，有的还一起从事一些公益性事业。</p>\n<p>第三，我在耶鲁大学捐赠基金工作。在找工作这个煎熬的过程使自己重新发现了自己，再加上第一份工作中跟什么样的人工作，我觉得这两件事对我影响比较大，其实刚进耶鲁基金实习工作是不得已而为之。找了好几个别的工作机会，都被拒绝了。</p>\n<p>第四，就是创业。在为公司打工还是创业两者之间，我选择创业。当时我的工作比较不错，而且和当时的纽约证券交易所CEO，John Thain, 关系很好，所以他委派我担任中国地区第一任NYSE的代表。这是非常好的发展机会，我完全可以继续做下去，但后来我还是决定创业，在2005年我创建了高瓴资本。</p>\n<p><b>02 做事就要做好</b></p>\n<p>现在我经常会反复考虑，我发现自己最大特点就是爱折腾，不满足现状，爱挑战自己。今天公司规模已经这么大了，但是我总在公司内部说二次创业，永远创业。这就像我喜欢具有冒险精神的运动一样，在事业方面我也是爱折腾。此外，我从来不满足于现状，可能有些人会觉得你有几百亿美元基金，收管理费就够了，不用那么折腾。但我不愿意这样，要做就要做到最好，要么就不做。</p>\n<p>我觉得自己思考问题还算比较彻底全面，喜欢把很多事情反复地去推敲和琢磨。我很喜欢提早计划，其实创业之前我很早就开始计划，先到基金工作，然后到别的机构，这些机构经常派我回中国，给了我一个时间过渡区来考虑和安排我的事情，每一步走得比较扎实。</p>\n<p>其实，选择和什么样的人一起做事情非常重要。我对这一点非常挑剔，我喜欢找基于长期信任的、熟悉的人一起工作。我身边的核心同事，要么是当年人大的同学，要么就是以前的同事。我的事业最早就是这么一小撮朋友一起做起来的。</p>\n<p><b>03 最佩服两个人</b></p>\n<p>我最佩服的人有两个，一个是巴菲特，一个是史文森。这两个人我都有机会比较近距离的接触，我最佩服巴菲特是他的投资能力，另外我也十分佩服他是一个具有强烈同理心的人，英文就是empathy。我很喜欢这种有同理心的人；同理心能使他更好地去了解年轻人，了解和他不一样的人，了解管理层。所以今天我经常和我的管理人员说需要有同理心，这点我从他身上学到的。</p>\n<p>巴菲特总是能站在别人的角度想问题。打个比方，假设从严格的角度来讲，有个管理层不是做到最优秀的，但他总能站在别人的角度，假设自己处在那个环境下，分析这个情况是由于这些或者那些原因造成的。他不是只站在自己的角度，只站在投资者的角度。我觉得站在别人的角度想很不容易，因为每个人都习惯从自己的角度思考问题。</p>\n<p>我觉得这个同理心对于投资，人生，甚至家庭、人际关系，都是一个非常好的品质。我也经常和小孩子交流，让他们想想，如果你站在别人的角度上想，是什么样的？同理心非常重要，可以帮助更好地与人产生共鸣。</p>\n<p>说到史文森，我最佩服他的一点就是，他有非常强烈的道德感、责任感。可以这么说，他是我见过的把fiduciary duty和intellectual honesty结合得最好的一个人。这两个人永远都是是我的楷模，是我最佩服的人。</p>\n<p>史文森还教会了我很多东西，比如长期价值投资，机构投资，资产配置，对风险的理解等等。中国很多公司，比如社保、中投都把他的书当做必读物。我认为这些方法能推动投资在中国的机构化；对机构化的思考问题，体系搭建都是有帮助的。但比如说有效边界，怎么把它运用过来，在中国是有很多限制条件的，所以若要更好地跟中国状况相结合，还需要做好很多事情。</p>\n<p><b>04 未来的3个机遇</b></p>\n<p>对于互联网/移动互联网来说，我觉得机遇很多，把整个产业链整合是很重要的一块。但我更看好互联网金融，利用互联网把整个金融产业链、金融的产品，从保险、抵押贷款、到消费金融都结合在一起。很多结合的东西现在只是刚刚开始，还有很多机会在后面。</p>\n<p>我们旗下的清流资本已经投资了好几个这方面的公司。比如像51信用卡，这是像美国的Mint，把大家的理财、信用卡都管理起来。我们才刚刚开始这方面的投资，我相信下面还有很多。</p>\n<p>未来5年的投资机遇，我第一是看好创新，第二是看好中产阶级带来的巨大消费机会，第三是看好金融和资产管理行业，现在的需求远远没有被满足，尤其是资产管理，我觉得会有很多好的商业模式出来。</p>\n<p><b>05 每个人都能战斗</b></p>\n<p>有人说我不但是成功的投资者，也是优秀的领导者。但我觉得这两个角色是不一样的，经常有矛盾。一个好的投资者要有强烈的质疑能力，一个好的管理者要有更强大的亲和力与管理能力。</p>\n<p>我的领导风格受两个方面的影响，一是中国古代文化，尤其是老庄哲学；二是互联网思维、互联网精神。</p>\n<p>从中国哲学的角度来讲，比较像是老子的“无为而治”。而从真正的组织行为学来讲，我相信的是互联网模式带来的一种颠覆，我称之为去中心化的管理模式。像在前线打仗，我觉得像任正非而言，应该是听到炮声的人去做决策，而不是听到炮声的人要打电话给连长、再打给营长、营长再打给团长再做决策。去中心化决策模式能大幅度地提升在前线的班长和战士的作战能力。</p>\n<p>第二是大幅度减少公司的层级。我们公司的层级非常少，我是一层，六个合伙人是一层，所有的员工是一层。每个员工和我之间只有合伙人一层。这样的话就大幅度地消减层级。同时，精挑细选每一个员工。“去中心化”加“消减层级”，争取让每一个人都能够战斗。</p>\n<p>但是在管理过程中我也会遇到很多挑战。第一，诱惑。中国有很多事情可以做，我们怎么在诱惑中选取适合自己的，“弱水三千，但取一瓢”；第二，挑战是人才的培养。这个过程比我想象的要漫长，但我们现在摸到了好途径。人要花精力挑选，挑进来之后也要花很多时间按照高瓴文化和价值观来雕琢。好奇、诚实、独立是高瓴资本的企业文化。</p>\n<p>一有时间我还要去运动一下，像冲浪、单板滑雪，都是比较能够充分张扬个性，并且要求在运动中全神贯注。就像你在雪山上，能想什么别的？我夏天经常去冲浪，一周三四次，八点钟出去、九点钟回来洗个澡、九点半去上班，夏天很容易，冬天就去滑雪。</p>\n<p><b>06 张磊的投资哲学</b></p>\n<p>高瓴资本代表了一个非常不一样的投资机构，涵盖了最早期风险投资到私募股权投资再到上市公司投资以及上市以后的兼并投资。我们是全中国唯一在做全产业链事情的机构，这实际上在世界上也是不常见的。</p>\n<p>因为在美国完全不分私募股权和上市公司股权，股权全产业链做得最好最成功最大的实际上在美国，像Buffett既买可口可乐（45.430，+0.80%）股票，买上市公司股票，又自己去做风险投资甚至去做私募股权投资。本质上，投资就应该是这么做的，不要框定是做风险投资还是做上市股权投资。</p>\n<p>实际上，在风云变幻的中国，一年相当于西方的十年二十年，其中最重要的不是股权的format，最重要的是一种什么样的商业模式，有什么样的人。在高瓴资本内部培训中，第一讲就是人与生意，我们要投资什么样的人，要投资什么样的生意模式，人与生意的组合是我们选公司的第一个标准。</p>\n<p>为什么这种标准中大部分的人不能做到？有人说我要么做风险投资，要么做上市股权投资。我觉得有唯一一个belief，就是我们投资的第一原则，是什么呢？是We don‘t have to do anything．你不需要做任何事情，这是我们投资的第一个哲学思想，当你说自己不需要做任何事情时，就有机会做自己认为最重要的事情，我们在投资的过程中都在实践这一原则。</p>\n<p>我们在全球投资的规模和回报也是很靠前的，很多人知道我是耶鲁流派的，很多人知道耶鲁投资基金给了我怎么投资的想法。在翻译《机构投资者的创新之路》时，我对投资有了很深的理解。其实之前我做过很多行业，直到后期才找到我想干的事。</p>\n<p>在中国做投资最难的一点就是市场很浮躁，每天都有人告诉你市场上又发生了什么事情。我如何在浮躁的市场上保持冷静？就是我的第一个投资哲学，“以正治国，以奇用兵，守正用奇。”当你能够做到“正”你就能经得起各种各样的诱惑与挑战。</p>\n<p>为什么要用奇呢？一个人宁愿很conventional failure，也不愿unconventional success，为什么呢？不愿意打破常规去犯错误，这时候各种各样的人，在“守正”之后不能突破各种各样的限制去“用奇”，你的想法如果和别人不一样就可以走出一条自己的道路。</p>\n<p>在中国做投资，知道自己碗里能装多少东西更重要。所以我要讲的第二点就是，“弱水三千，但取一瓢”。你每天的功夫就是要把你的这一瓢做得更大更结实更深，而不是整天壶里的和桌上的菜都要喝掉吃掉。投资里面有这样一个定理，中西文化是相同的，跟老外讲就是a piece of mine，看到别人投了很好的东西你投不到你是不是会着急。你有这个哲学支撑就会找到the piece of mine，something you think make sense。</p>\n<p>当你只有低调的时候才能专心致志地把自己的东西做好。你在早年时就非常高调，拿上帝的话说就是“欲先使其灭亡，必先使其疯狂”。要低调，踏踏实实的做好投资，真正好的资源，真正好的投资人，好的投资项目会逐渐找到你的。</p>\n<p>在这个行业里最危险的事情就是，你是被钱驱动的。要么你很快就挣了很多钱，你不知道干什么，要么你一直没挣到钱很着急，你也不知道要干什么，所以为钱驱动是一个最最dangerous的想法。钱并不重要，是最后的一个nature income，不能成为一个目标，你肯定是为了一个passion，带着你走下来。</p>\n<p>我们是一个“异类”，有独立的思考，不在乎市场，不在乎别的投资机构。</p>","source":"lsy1585022731199","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高瓴资本张磊：人生经历四次转折，最佩服两个人</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高瓴资本张磊：人生经历四次转折，最佩服两个人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 14:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/7BrGRylc59CUAS9DqPG17Q><strong>投资人</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>01 人生四次转折\n成为投资人我经历了四个转折点。\n第一，小学考初中，差点没考上。因为我当时学习成绩比较差，小学考初中的最低录取分是140分，我考了141分，刚好多1分。我大概从高中二年级才开始努力；这是我第一次开始感觉要努力，印象特别深。\n第二，我觉得是在人民大学读书。现在我交的很多很好的朋友还都是当年在人大读书的时候认识的，他们当中，现在有的是朋友，有的是关系很深的合作伙伴，有的还一起从事一些...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7BrGRylc59CUAS9DqPG17Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/7BrGRylc59CUAS9DqPG17Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155033069","content_text":"01 人生四次转折\n成为投资人我经历了四个转折点。\n第一，小学考初中，差点没考上。因为我当时学习成绩比较差，小学考初中的最低录取分是140分，我考了141分，刚好多1分。我大概从高中二年级才开始努力；这是我第一次开始感觉要努力，印象特别深。\n第二，我觉得是在人民大学读书。现在我交的很多很好的朋友还都是当年在人大读书的时候认识的，他们当中，现在有的是朋友，有的是关系很深的合作伙伴，有的还一起从事一些公益性事业。\n第三，我在耶鲁大学捐赠基金工作。在找工作这个煎熬的过程使自己重新发现了自己，再加上第一份工作中跟什么样的人工作，我觉得这两件事对我影响比较大，其实刚进耶鲁基金实习工作是不得已而为之。找了好几个别的工作机会，都被拒绝了。\n第四，就是创业。在为公司打工还是创业两者之间，我选择创业。当时我的工作比较不错，而且和当时的纽约证券交易所CEO，John Thain, 关系很好，所以他委派我担任中国地区第一任NYSE的代表。这是非常好的发展机会，我完全可以继续做下去，但后来我还是决定创业，在2005年我创建了高瓴资本。\n02 做事就要做好\n现在我经常会反复考虑，我发现自己最大特点就是爱折腾，不满足现状，爱挑战自己。今天公司规模已经这么大了，但是我总在公司内部说二次创业，永远创业。这就像我喜欢具有冒险精神的运动一样，在事业方面我也是爱折腾。此外，我从来不满足于现状，可能有些人会觉得你有几百亿美元基金，收管理费就够了，不用那么折腾。但我不愿意这样，要做就要做到最好，要么就不做。\n我觉得自己思考问题还算比较彻底全面，喜欢把很多事情反复地去推敲和琢磨。我很喜欢提早计划，其实创业之前我很早就开始计划，先到基金工作，然后到别的机构，这些机构经常派我回中国，给了我一个时间过渡区来考虑和安排我的事情，每一步走得比较扎实。\n其实，选择和什么样的人一起做事情非常重要。我对这一点非常挑剔，我喜欢找基于长期信任的、熟悉的人一起工作。我身边的核心同事，要么是当年人大的同学，要么就是以前的同事。我的事业最早就是这么一小撮朋友一起做起来的。\n03 最佩服两个人\n我最佩服的人有两个，一个是巴菲特，一个是史文森。这两个人我都有机会比较近距离的接触，我最佩服巴菲特是他的投资能力，另外我也十分佩服他是一个具有强烈同理心的人，英文就是empathy。我很喜欢这种有同理心的人；同理心能使他更好地去了解年轻人，了解和他不一样的人，了解管理层。所以今天我经常和我的管理人员说需要有同理心，这点我从他身上学到的。\n巴菲特总是能站在别人的角度想问题。打个比方，假设从严格的角度来讲，有个管理层不是做到最优秀的，但他总能站在别人的角度，假设自己处在那个环境下，分析这个情况是由于这些或者那些原因造成的。他不是只站在自己的角度，只站在投资者的角度。我觉得站在别人的角度想很不容易，因为每个人都习惯从自己的角度思考问题。\n我觉得这个同理心对于投资，人生，甚至家庭、人际关系，都是一个非常好的品质。我也经常和小孩子交流，让他们想想，如果你站在别人的角度上想，是什么样的？同理心非常重要，可以帮助更好地与人产生共鸣。\n说到史文森，我最佩服他的一点就是，他有非常强烈的道德感、责任感。可以这么说，他是我见过的把fiduciary duty和intellectual honesty结合得最好的一个人。这两个人永远都是是我的楷模，是我最佩服的人。\n史文森还教会了我很多东西，比如长期价值投资，机构投资，资产配置，对风险的理解等等。中国很多公司，比如社保、中投都把他的书当做必读物。我认为这些方法能推动投资在中国的机构化；对机构化的思考问题，体系搭建都是有帮助的。但比如说有效边界，怎么把它运用过来，在中国是有很多限制条件的，所以若要更好地跟中国状况相结合，还需要做好很多事情。\n04 未来的3个机遇\n对于互联网/移动互联网来说，我觉得机遇很多，把整个产业链整合是很重要的一块。但我更看好互联网金融，利用互联网把整个金融产业链、金融的产品，从保险、抵押贷款、到消费金融都结合在一起。很多结合的东西现在只是刚刚开始，还有很多机会在后面。\n我们旗下的清流资本已经投资了好几个这方面的公司。比如像51信用卡，这是像美国的Mint，把大家的理财、信用卡都管理起来。我们才刚刚开始这方面的投资，我相信下面还有很多。\n未来5年的投资机遇，我第一是看好创新，第二是看好中产阶级带来的巨大消费机会，第三是看好金融和资产管理行业，现在的需求远远没有被满足，尤其是资产管理，我觉得会有很多好的商业模式出来。\n05 每个人都能战斗\n有人说我不但是成功的投资者，也是优秀的领导者。但我觉得这两个角色是不一样的，经常有矛盾。一个好的投资者要有强烈的质疑能力，一个好的管理者要有更强大的亲和力与管理能力。\n我的领导风格受两个方面的影响，一是中国古代文化，尤其是老庄哲学；二是互联网思维、互联网精神。\n从中国哲学的角度来讲，比较像是老子的“无为而治”。而从真正的组织行为学来讲，我相信的是互联网模式带来的一种颠覆，我称之为去中心化的管理模式。像在前线打仗，我觉得像任正非而言，应该是听到炮声的人去做决策，而不是听到炮声的人要打电话给连长、再打给营长、营长再打给团长再做决策。去中心化决策模式能大幅度地提升在前线的班长和战士的作战能力。\n第二是大幅度减少公司的层级。我们公司的层级非常少，我是一层，六个合伙人是一层，所有的员工是一层。每个员工和我之间只有合伙人一层。这样的话就大幅度地消减层级。同时，精挑细选每一个员工。“去中心化”加“消减层级”，争取让每一个人都能够战斗。\n但是在管理过程中我也会遇到很多挑战。第一，诱惑。中国有很多事情可以做，我们怎么在诱惑中选取适合自己的，“弱水三千，但取一瓢”；第二，挑战是人才的培养。这个过程比我想象的要漫长，但我们现在摸到了好途径。人要花精力挑选，挑进来之后也要花很多时间按照高瓴文化和价值观来雕琢。好奇、诚实、独立是高瓴资本的企业文化。\n一有时间我还要去运动一下，像冲浪、单板滑雪，都是比较能够充分张扬个性，并且要求在运动中全神贯注。就像你在雪山上，能想什么别的？我夏天经常去冲浪，一周三四次，八点钟出去、九点钟回来洗个澡、九点半去上班，夏天很容易，冬天就去滑雪。\n06 张磊的投资哲学\n高瓴资本代表了一个非常不一样的投资机构，涵盖了最早期风险投资到私募股权投资再到上市公司投资以及上市以后的兼并投资。我们是全中国唯一在做全产业链事情的机构，这实际上在世界上也是不常见的。\n因为在美国完全不分私募股权和上市公司股权，股权全产业链做得最好最成功最大的实际上在美国，像Buffett既买可口可乐（45.430，+0.80%）股票，买上市公司股票，又自己去做风险投资甚至去做私募股权投资。本质上，投资就应该是这么做的，不要框定是做风险投资还是做上市股权投资。\n实际上，在风云变幻的中国，一年相当于西方的十年二十年，其中最重要的不是股权的format，最重要的是一种什么样的商业模式，有什么样的人。在高瓴资本内部培训中，第一讲就是人与生意，我们要投资什么样的人，要投资什么样的生意模式，人与生意的组合是我们选公司的第一个标准。\n为什么这种标准中大部分的人不能做到？有人说我要么做风险投资，要么做上市股权投资。我觉得有唯一一个belief，就是我们投资的第一原则，是什么呢？是We don‘t have to do anything．你不需要做任何事情，这是我们投资的第一个哲学思想，当你说自己不需要做任何事情时，就有机会做自己认为最重要的事情，我们在投资的过程中都在实践这一原则。\n我们在全球投资的规模和回报也是很靠前的，很多人知道我是耶鲁流派的，很多人知道耶鲁投资基金给了我怎么投资的想法。在翻译《机构投资者的创新之路》时，我对投资有了很深的理解。其实之前我做过很多行业，直到后期才找到我想干的事。\n在中国做投资最难的一点就是市场很浮躁，每天都有人告诉你市场上又发生了什么事情。我如何在浮躁的市场上保持冷静？就是我的第一个投资哲学，“以正治国，以奇用兵，守正用奇。”当你能够做到“正”你就能经得起各种各样的诱惑与挑战。\n为什么要用奇呢？一个人宁愿很conventional failure，也不愿unconventional success，为什么呢？不愿意打破常规去犯错误，这时候各种各样的人，在“守正”之后不能突破各种各样的限制去“用奇”，你的想法如果和别人不一样就可以走出一条自己的道路。\n在中国做投资，知道自己碗里能装多少东西更重要。所以我要讲的第二点就是，“弱水三千，但取一瓢”。你每天的功夫就是要把你的这一瓢做得更大更结实更深，而不是整天壶里的和桌上的菜都要喝掉吃掉。投资里面有这样一个定理，中西文化是相同的，跟老外讲就是a piece of mine，看到别人投了很好的东西你投不到你是不是会着急。你有这个哲学支撑就会找到the piece of mine，something you think make sense。\n当你只有低调的时候才能专心致志地把自己的东西做好。你在早年时就非常高调，拿上帝的话说就是“欲先使其灭亡，必先使其疯狂”。要低调，踏踏实实的做好投资，真正好的资源，真正好的投资人，好的投资项目会逐渐找到你的。\n在这个行业里最危险的事情就是，你是被钱驱动的。要么你很快就挣了很多钱，你不知道干什么，要么你一直没挣到钱很着急，你也不知道要干什么，所以为钱驱动是一个最最dangerous的想法。钱并不重要，是最后的一个nature income，不能成为一个目标，你肯定是为了一个passion，带着你走下来。\n我们是一个“异类”，有独立的思考，不在乎市场，不在乎别的投资机构。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376610007,"gmtCreate":1619107972009,"gmtModify":1619107972009,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494487993412426","authorIdStr":"3494487993412426"},"themes":[],"htmlText":"&nbsp;🚙🚀","listText":"&nbsp;🚙🚀","text":"🚙🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376610007","repostId":"2129385714","repostType":2,"isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":916807137,"gmtCreate":1579278599629,"gmtModify":1704339586277,"author":{"id":"3494487993412426","authorId":"3494487993412426","name":"趙川崎","avatar":"https://static.tigerbbs.com/d3f35d90b6ad3c5747703ff6b738cbe6","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494487993412426","authorIdStr":"3494487993412426"},"themes":[],"htmlText":"&nbsp;[爱你]&nbsp;","listText":"&nbsp;[爱你]&nbsp;","text":"[爱你]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/916807137","repostId":"2004995672","repostType":4,"repost":{"id":"2004995672","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1579276343,"share":"https://www.laohu8.com/m/news/2004995672?lang=&edition=full","pubTime":"2020-01-17 23:52","market":"us","language":"zh","title":"特斯拉最大外部投资者Baillie Gifford去年小幅增持蔚来汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=2004995672","media":"老虎资讯综合","summary":"据向美国证券交易委员会（SEC）提交的文件，截至2019年12月31日，特斯拉 最大外部投资者Baillie Gifford & Co持有蔚来汽车13.13%的被动股权，而截至2018年12月31日持","content":"<p><span>据向美国证券交易委员会（SEC）提交的文件，截至2019年12月31日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 最大外部投资者Baillie Gifford &amp; Co持有蔚来汽车13.13%的被动股权，而截至2018年12月31日持有11.04%的被动股权。</span></p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a> <span>汽车目前上涨6.87%。</span></p><p><img src=\"https://static.tigerbbs.com/0d69a48d8c4fb424db80ae7106b1e99c\" /></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉最大外部投资者Baillie 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margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉最大外部投资者Baillie Gifford去年小幅增持蔚来汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-01-17 23:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>据向美国证券交易委员会（SEC）提交的文件，截至2019年12月31日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 最大外部投资者Baillie Gifford &amp; Co持有蔚来汽车13.13%的被动股权，而截至2018年12月31日持有11.04%的被动股权。</span></p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a> <span>汽车目前上涨6.87%。</span></p><p><img src=\"https://static.tigerbbs.com/0d69a48d8c4fb424db80ae7106b1e99c\" /></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f1b0e16fd37f06133bb5ac71a924206a","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2004995672","content_text":"据向美国证券交易委员会（SEC）提交的文件，截至2019年12月31日，特斯拉 最大外部投资者Baillie Gifford & Co持有蔚来汽车13.13%的被动股权，而截至2018年12月31日持有11.04%的被动股权。蔚来 汽车目前上涨6.87%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}