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gyl77
2020-10-29
比亚迪a股市值4300亿人民币,蔚来340亿美元,大概2281亿人民币。蔚来比比亚迪高一倍?怎么写的文章,还发表出来,不做调查张口就来?
抱歉,原内容已删除
gyl77
2020-03-16
$纳指三倍做多ETF(TQQQ)$
没下订单,自动卖出了,我是盈利啊
gyl77
2020-02-24
$道琼斯(.DJI)$
大盘指数都不准,是时候离开老虎了
gyl77
2019-03-19
$优信(UXIN)$ 再也不想碰优信了,LJ
gyl77
2019-01-04
$趣头条(QTT)$ 咋跟优信一个样,先拉后崩!
去老虎APP查看更多动态
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再也不想碰优信了,LJ","images":[{"img":"https://static.tigerbbs.com/1136986f592b6b50dc2b13f7badedcb1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/433580","isVote":1,"tweetType":1,"viewCount":2406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370747,"gmtCreate":1546615895038,"gmtModify":1704785794191,"author":{"id":"3494666739749848","authorId":"3494666739749848","name":"gyl77","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$趣头条(QTT)$ 咋跟优信一个样,先拉后崩!","listText":"$趣头条(QTT)$ 咋跟优信一个样,先拉后崩!","text":"$趣头条(QTT)$ 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再也不想碰优信了,LJ","images":[{"img":"https://static.tigerbbs.com/1136986f592b6b50dc2b13f7badedcb1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/433580","isVote":1,"tweetType":1,"viewCount":2406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":980561655,"gmtCreate":1582555674977,"gmtModify":1704346767776,"author":{"id":"3494666739749848","authorId":"3494666739749848","name":"gyl77","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>大盘指数都不准,是时候离开老虎了","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>大盘指数都不准,是时候离开老虎了","text":"$道琼斯(.DJI)$大盘指数都不准,是时候离开老虎了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980561655","isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964652593,"gmtCreate":1584367963112,"gmtModify":1704353797300,"author":{"id":"3494666739749848","authorId":"3494666739749848","name":"gyl77","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a>没下订单,自动卖出了,我是盈利啊","listText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a>没下订单,自动卖出了,我是盈利啊","text":"$纳指三倍做多ETF(TQQQ)$没下订单,自动卖出了,我是盈利啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/964652593","isVote":1,"tweetType":1,"viewCount":3591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370747,"gmtCreate":1546615895038,"gmtModify":1704785794191,"author":{"id":"3494666739749848","authorId":"3494666739749848","name":"gyl77","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$趣头条(QTT)$ 咋跟优信一个样,先拉后崩!","listText":"$趣头条(QTT)$ 咋跟优信一个样,先拉后崩!","text":"$趣头条(QTT)$ 咋跟优信一个样,先拉后崩!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370747","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308657581,"gmtCreate":1603974203343,"gmtModify":1703831477991,"author":{"id":"3494666739749848","authorId":"3494666739749848","name":"gyl77","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"比亚迪a股市值4300亿人民币,蔚来340亿美元,大概2281亿人民币。蔚来比比亚迪高一倍?怎么写的文章,还发表出来,不做调查张口就来?","listText":"比亚迪a股市值4300亿人民币,蔚来340亿美元,大概2281亿人民币。蔚来比比亚迪高一倍?怎么写的文章,还发表出来,不做调查张口就来?","text":"比亚迪a股市值4300亿人民币,蔚来340亿美元,大概2281亿人民币。蔚来比比亚迪高一倍?怎么写的文章,还发表出来,不做调查张口就来?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308657581","repostId":"1123241436","repostType":2,"repost":{"id":"1123241436","pubTimestamp":1603967774,"share":"https://www.laohu8.com/m/news/1123241436?lang=&edition=full","pubTime":"2020-10-29 18:36","market":"us","language":"zh","title":"比亚迪VS蔚来,哪家公司的股票更值得买入?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123241436","media":"猛兽财经","summary":"股神巴菲特爱股比亚迪在过去一个月累计上涨了40%,另一个电动汽车股蔚来(股票代码:NIO)也表现更为神勇,过去1年累计上涨了近20倍。那么,如果非要选一个的话,这俩公司的股票,哪一个更值得投资呢?\n比","content":"<p>股神巴菲特爱股<a href=\"https://laohu8.com/S/002594\">比亚迪</a>在过去一个月累计上涨了40%,另一个电动汽车股<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(股票代码:NIO)也表现更为神勇,过去1年累计上涨了近20倍。那么,如果非要选一个的话,这俩公司的股票,哪一个更值得投资呢?</p>\n<p>比亚迪与蔚来同属电动汽车生产商,两者主要区别是一家已经盈利,而另一家则处于投资期仍未扭亏,不过仍处于亏损中的蔚来当前市值比比亚迪当前市值高出近一倍。</p>\n<p><b>比亚迪已进入盈利期</b></p>\n<p>比亚迪将首三季(1-9月)盈利指引上调至34亿至36亿元人民币,相等于反映第3季(截至9月)盈利指引上调至17.4亿至19.4亿元人民币,显然已进入盈利期。至于蔚来汽车第二季度营收为约5.264亿美元,按年大增146.5%,季内净亏损为约1.665亿美元,按年减少64.2%,按季也减少30.4%。虽然两者生意都有着强劲增长,但已盈利的公司始终会给人更多信心。</p>\n<p>事实上,根据彭博综合券商预测,比亚迪今年每股盈利预计增加1.8倍,2021财年及2022财年则分别有8.3%及26.7%的增长。至于蔚来,一年前公司还在破产边缘,自从今年合肥政府注资100亿人民币后,其汽车交付量接连上升,刺激亏损快速收窄,不过券商预计蔚来到2022财年仍未能扭亏。</p>\n<p><b>蔚来估值</b></p>\n<p>估值上,比亚迪股价今年以来累增长2倍,而蔚来则增长6倍,然而今年第二季度蔚来才首次获得自由现金流正数,而彭博预期2021财年,蔚来现金流对价格比率高达1171倍,2022财年也达772倍。同期比亚迪的现金流对价格比率则分别为21倍及19倍。此外,比亚迪今明两年预测市盈率分别为90倍和83.6倍,较电动车龙头<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(股票代码:TSLA)的120倍低。因此比亚迪算是同业中估值较为低的。</p>\n<p>发展方面,比亚迪计划将已重组的半导体业务回A股上市,虽然未必能在今年剩的下时间内完成,但旗下半导体业务早前引入包括韩国SK集团、小米(股票代码:01810)及<a href=\"https://laohu8.com/S/00992\">联想集团</a>(股票代码:00992)等共30名投资者,股东阵容鼎盛,加上比亚迪有股神巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦持股8.25%,更是星光熠熠。相信随著回A计划有进展可望刺激股价再涨。</p>\n<p><b>比亚迪股东阵容鼎盛</b></p>\n<p>蔚来的股东名单也很强劲,根据美国SEC递交20-F文件显示,截至3月底,蔚来创始人李斌持有13.8%股权和47%投票权;<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>(股票代码:00700)持股12.6%,为第二大股东;拥有21.1%的投票权;Baillie Gifford & Co持股为9.1%,有4%的投票权;淡马锡持股为1.3 %,拥有0.5%的投票权 。要注意的是此前报告显示淡马锡持股曾高达5.4%,反映淡马锡逐渐减持,另外高瓴资本则在今年第一季清空蔚来所有持股。相比之下,比亚迪更受机构及著名投资者欢迎。</p>\n<p>蔚来没有分拆,但计划自主研发自动驾驶计算芯片,也是推动股价的有力动作。此前公司已成立独立硬件团队Smart HW并开始筹备引入相关人才,该项目或将纳入年底预算会。芯片研发正是国内国策所向,不同企业纷纷进行相关投资,只是成功难度极大。当前蔚来提出此一业务发展,虽可乘国策扶持之际抢先开发,但预计烧钱情况也相当惊人,或延长投资期及扭亏计划。</p>\n<p>总而言之,比亚迪则有实实在在的盈利和估值比同业低的优势,分拆业务也可进一步释放价值以及牛逼股东加持,如果非要二选一的话,当然选比亚迪。</p>","source":"lsy1586862168255","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\" 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.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比亚迪VS蔚来,哪家公司的股票更值得买入?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-29 18:36 北京时间 <a href=https://mp.weixin.qq.com/s/N0YjdUbAnElnmuOxrRpcyQ><strong>猛兽财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股神巴菲特爱股比亚迪在过去一个月累计上涨了40%,另一个电动汽车股蔚来(股票代码:NIO)也表现更为神勇,过去1年累计上涨了近20倍。那么,如果非要选一个的话,这俩公司的股票,哪一个更值得投资呢?\n比亚迪与蔚来同属电动汽车生产商,两者主要区别是一家已经盈利,而另一家则处于投资期仍未扭亏,不过仍处于亏损中的蔚来当前市值比比亚迪当前市值高出近一倍。\n比亚迪已进入盈利期\n比亚迪将首三季(1-9月)盈利...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/N0YjdUbAnElnmuOxrRpcyQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd3f944cb946cded615557bb29da37d8","relate_stocks":{"01211":"比亚迪股份","NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/N0YjdUbAnElnmuOxrRpcyQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123241436","content_text":"股神巴菲特爱股比亚迪在过去一个月累计上涨了40%,另一个电动汽车股蔚来(股票代码:NIO)也表现更为神勇,过去1年累计上涨了近20倍。那么,如果非要选一个的话,这俩公司的股票,哪一个更值得投资呢?\n比亚迪与蔚来同属电动汽车生产商,两者主要区别是一家已经盈利,而另一家则处于投资期仍未扭亏,不过仍处于亏损中的蔚来当前市值比比亚迪当前市值高出近一倍。\n比亚迪已进入盈利期\n比亚迪将首三季(1-9月)盈利指引上调至34亿至36亿元人民币,相等于反映第3季(截至9月)盈利指引上调至17.4亿至19.4亿元人民币,显然已进入盈利期。至于蔚来汽车第二季度营收为约5.264亿美元,按年大增146.5%,季内净亏损为约1.665亿美元,按年减少64.2%,按季也减少30.4%。虽然两者生意都有着强劲增长,但已盈利的公司始终会给人更多信心。\n事实上,根据彭博综合券商预测,比亚迪今年每股盈利预计增加1.8倍,2021财年及2022财年则分别有8.3%及26.7%的增长。至于蔚来,一年前公司还在破产边缘,自从今年合肥政府注资100亿人民币后,其汽车交付量接连上升,刺激亏损快速收窄,不过券商预计蔚来到2022财年仍未能扭亏。\n蔚来估值\n估值上,比亚迪股价今年以来累增长2倍,而蔚来则增长6倍,然而今年第二季度蔚来才首次获得自由现金流正数,而彭博预期2021财年,蔚来现金流对价格比率高达1171倍,2022财年也达772倍。同期比亚迪的现金流对价格比率则分别为21倍及19倍。此外,比亚迪今明两年预测市盈率分别为90倍和83.6倍,较电动车龙头特斯拉(股票代码:TSLA)的120倍低。因此比亚迪算是同业中估值较为低的。\n发展方面,比亚迪计划将已重组的半导体业务回A股上市,虽然未必能在今年剩的下时间内完成,但旗下半导体业务早前引入包括韩国SK集团、小米(股票代码:01810)及联想集团(股票代码:00992)等共30名投资者,股东阵容鼎盛,加上比亚迪有股神巴菲特的伯克希尔哈撒韦持股8.25%,更是星光熠熠。相信随著回A计划有进展可望刺激股价再涨。\n比亚迪股东阵容鼎盛\n蔚来的股东名单也很强劲,根据美国SEC递交20-F文件显示,截至3月底,蔚来创始人李斌持有13.8%股权和47%投票权;腾讯控股(股票代码:00700)持股12.6%,为第二大股东;拥有21.1%的投票权;Baillie Gifford & Co持股为9.1%,有4%的投票权;淡马锡持股为1.3 %,拥有0.5%的投票权 。要注意的是此前报告显示淡马锡持股曾高达5.4%,反映淡马锡逐渐减持,另外高瓴资本则在今年第一季清空蔚来所有持股。相比之下,比亚迪更受机构及著名投资者欢迎。\n蔚来没有分拆,但计划自主研发自动驾驶计算芯片,也是推动股价的有力动作。此前公司已成立独立硬件团队Smart HW并开始筹备引入相关人才,该项目或将纳入年底预算会。芯片研发正是国内国策所向,不同企业纷纷进行相关投资,只是成功难度极大。当前蔚来提出此一业务发展,虽可乘国策扶持之际抢先开发,但预计烧钱情况也相当惊人,或延长投资期及扭亏计划。\n总而言之,比亚迪则有实实在在的盈利和估值比同业低的优势,分拆业务也可进一步释放价值以及牛逼股东加持,如果非要二选一的话,当然选比亚迪。","news_type":1},"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}