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市场先生的灰犀牛与黑天鹅
听很多人的声音,但保留自己的意见
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市场先生的灰犀牛与黑天鹅
02-08
$高途(GOTU)$
如果财报的营收加指引都不错,很有可能的估值区间是20亿到25亿美金,短时溢价能不能上30亿未可知。当然,若财报和指引只符合预期,股价显然已含多数乐观情绪,从而有止盈下跌的可能。
市场先生的灰犀牛与黑天鹅
02-10
$特斯拉(TSLA)$
不抄底,不接飞刀,坚持右侧交易,也许是个机会。
市场先生的灰犀牛与黑天鹅
2020-12-23
$阿里巴巴(BABA)$
继续买入,已经持仓1200股了,30w美金。[捂脸]
市场先生的灰犀牛与黑天鹅
2020-07-15
$蔚来(NIO)$
今天简单的说一句吧,巴菲特说,如果你恰巧碰到了一只好的股票,那你所需要做的事情只是像守财奴一样牢牢抱住不撒手。最简单,也最为考验心理。
市场先生的灰犀牛与黑天鹅
2021-09-01
$蔚来(NIO)$
八月因为南京封城的影响,不用太慌,不是订单量下降,而是疫情耽误了生产。9月份肯定可以恢复。
市场先生的灰犀牛与黑天鹅
2020-07-10
$蔚来(NIO)$
说个真实故事。高瓴资本的张磊在特斯拉股价最低时,清仓了特斯拉;同样,在蔚来股价最低的时候,清仓了蔚来。所以,别跟我说高瓴有多么高屋建瓴,纯属扯淡,连续在两家电车企业上,犯重大投资错误,主导投资的人应该下课。
市场先生的灰犀牛与黑天鹅
2019-11-28
$蔚来(NIO)$
预计未来四到五年不会盈利,蔚来的首要目的是活下来,并且实现交付量稳步上升,持续保持国产电动汽车一哥的地位(在此过程中大量电动汽车初创企业估计会倒下),抗衡特斯拉的同时,成为将来电动汽车领域举足轻重的一部分。到那时再瓜分盈利也不迟。汽车领域永远不是一家独大的场面,回想美国传统汽车厂商的衰落和日本车企的崛起就可以明白。特斯拉三次面临破产危机,蔚来刚刚经历了第一遭难,未来道阻且长。任何领域,活下来成功的初创企业都是少数,风险永远都在,不妄图承担风险,怎能享受后面巨大的回报。
市场先生的灰犀牛与黑天鹅
2020-11-20
$哔哩哔哩(BILI)$
唯一一家有希望成为中国YouTube的视频网站,200亿只是开始,400亿,500亿都有可能,看管理层的拓展能力了。
市场先生的灰犀牛与黑天鹅
2021-07-27
$腾讯控股(00700)$
一纸公文引发的股市惨案,从此可能拉开国际资本抛弃投资中国的序幕。感叹,政策猛于虎也。
市场先生的灰犀牛与黑天鹅
2020-11-12
$京东(JD)$
拼多多的市值超过了京东,这在某种程度上既反应了市场对于拼多多的热情态度,也反应了京东估值整体偏低的真相。毕竟,仔细拆分京东,除了有电商业务,还有京东健康,京东数科,京东物流,京东到家以及达达集团。所以,让我们耐心一点,持有的时间再长一点,京东2000亿美金的市值,不是梦。
市场先生的灰犀牛与黑天鹅
2020-11-20
$波音(BA)$
疫情总有结束的一天,航空业也总有复苏的一天,波音也总有回到300的一天,再持有一年,一起等待翻倍。
市场先生的灰犀牛与黑天鹅
2021-01-20
$Salesforce(CRM)$
建仓了700股,建仓不多,继续观察。
市场先生的灰犀牛与黑天鹅
2021-01-13
$阿里巴巴(BABA)$
手持2320股,价值50w美刀的阿里,我不急,不急,不急[捂脸]
市场先生的灰犀牛与黑天鹅
2021-01-11
$蔚来(NIO)$
坚持投资股票即投资企业,伟大的企业的发展需要时间,继续持有好了,没什么好说的。
市场先生的灰犀牛与黑天鹅
2021-02-03
$Salesforce(CRM)$
唯一做的不足的是没有买很多,大意了。
市场先生的灰犀牛与黑天鹅
2021-01-19
$阿里巴巴(BABA)$
各位同学们,终于回本了。。。。。掩面而泣,再继续持有一年吧
市场先生的灰犀牛与黑天鹅
02-15
$高途(GOTU)$
做多保证金已降低,空头要小心了。
市场先生的灰犀牛与黑天鹅
2020-01-03
$波音(BA)$
波音这季度的报表和年报肯定不好看,甚至有可能比预期还要差,大家注意仓位,不行,就财报后结合明年的预期再判断。现在波音除了交付业绩不佳,库存严重,大量赔偿外,最大的问题就是修复和美监管的关系,尽快实现737Max的复飞,同时更新737Max的安全系统,必须严格做到万无一失才行。再出一回乱子,股价就不是破300这么简单的了。
市场先生的灰犀牛与黑天鹅
2020-10-15
$蔚来(NIO)$
继续持有两年,两年后蔚来市值目标1000亿美金,年交付量12W左右。让我们耐心一点,拭目以待。
市场先生的灰犀牛与黑天鹅
02-02
$高途(GOTU)$
感觉财报会有惊喜?
去老虎APP查看更多动态
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轧空,空头有的受了。","text":"$特斯拉(TSLA)$ 轧空,空头有的受了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369874123497616","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281797697359888,"gmtCreate":1709826651189,"gmtModify":1709826652475,"author":{"id":"3496128579453353","authorId":"3496128579453353","name":"市场先生的灰犀牛与黑天鹅","avatar":"https://static.tigerbbs.com/a7704d8ded47a57cddd01ed623edd4df","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496128579453353","idStr":"3496128579453353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>就说一点,低估什么,都不要低估马斯克做好特斯拉的能力和决心。So be patient。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>就说一点,低估什么,都不要低估马斯克做好特斯拉的能力和决心。So be patient。","text":"$特斯拉(TSLA)$ 就说一点,低估什么,都不要低估马斯克做好特斯拉的能力和决心。So be patient。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281797697359888","isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278693404495992,"gmtCreate":1709050315573,"gmtModify":1709050317094,"author":{"id":"3496128579453353","authorId":"3496128579453353","name":"市场先生的灰犀牛与黑天鹅","avatar":"https://static.tigerbbs.com/a7704d8ded47a57cddd01ed623edd4df","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496128579453353","idStr":"3496128579453353"},"themes":[],"htmlText":"破20亿美金,预言成真。","listText":"破20亿美金,预言成真。","text":"破20亿美金,预言成真。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278693404495992","repostId":"271817413734496","repostType":1,"repost":{"id":271817413734496,"gmtCreate":1707399502924,"gmtModify":1707399504371,"author":{"id":"3496128579453353","authorId":"3496128579453353","name":"市场先生的灰犀牛与黑天鹅","avatar":"https://static.tigerbbs.com/a7704d8ded47a57cddd01ed623edd4df","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496128579453353","idStr":"3496128579453353"},"themes":[],"htmlText":"<a 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