gyl77的个人主页 - 老虎社区

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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

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

2020-02-24

$道琼斯(.DJI)$大盘指数都不准，是时候离开老虎了

2019-03-19

$优信(UXIN)$ 再也不想碰优信了，LJ

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 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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 &amp; 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\" content=\"telephone=no,email=no,address=no\" />\n<title>比亚迪VS蔚来，哪家公司的股票更值得买入？</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&nbsp;&nbsp;&nbsp;<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":[]}