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沧海桑田加一粟
2021-03-17
$拼多多(PDD)$
黄很聪明,十四五的中国是容忍不了假货的,不跑路就是等死
沧海桑田加一粟
2021-03-26
$美团-W(03690)$
怎么看待这份财报
沧海桑田加一粟
2020-08-12
$蔚来(NIO)$
听完电话会议,我也不买,关于新车型没有任何规划,定位什么的都不敢说。哎 这就是这家公司的能力局限啊。现在起 没有任何预期。
沧海桑田加一粟
2019-11-04
$蔚来(NIO)$
3.7的本怎么办
沧海桑田加一粟
2020-12-29
有意思,支付宝没有京东、美团外卖,淘宝不让选京东物流,是不是也能反垄断一下。权力不能太垄断啊。
沧海桑田加一粟
2019-11-01
$蔚来(NIO)$
3.75的本钱,fk
沧海桑田加一粟
2020-04-07
$蔚来(NIO)$
你们随便做空,看这个白菜价 还能空到哪里?
沧海桑田加一粟
2021-07-27
$腾讯控股(00700)$
我不明白 为什么要做出这么不尊重市场的行为。1.我们搞芯片是为了什么?是要把自己的应用端掐死吗?2.我们难道不正是抓到了上一周期的信息革命吗?3.管理百年,科技公司具备较好的制度和梯队和人才,其他企业具不具备管理优质人才的能力?难道不能引导科技公司去搞芯片研发?
沧海桑田加一粟
2020-02-06
$微博(WB)$
看了微博数据 去年q4至今年q1 不输快手,抖音,板上钉钉要飞。中国
$Twitter(TWTR)$
沧海桑田加一粟
2021-07-26
$诺基亚(NOK)$
王毅 和 芬兰外交部长的会谈讲话,应该会利好这个。
沧海桑田加一粟
2021-02-19
$微美全息(WIMI)$
中标二期说明有一期,但无论如何中标在这个5G的时间点中标,这个是对公司的肯定。
沧海桑田加一粟
2020-10-14
$蔚来(NIO)$
这点换手率根本不是事,之前大涨的换手率都到60%,韭菜少多了[捂脸]
沧海桑田加一粟
2020-07-29
$蔚来(NIO)$
特斯拉在中国市场 成在自动驾驶,败也在自动驾驶,高端车的未来还是属于国产品牌的,否则 它来个定点打击自燃或事故,谁也担不起。
沧海桑田加一粟
2020-04-28
$中芯国际(00981)$
15.4的本看来要回来了
沧海桑田加一粟
2020-04-14
$蔚来(NIO)$
说空仓的是多没见过世面?在疫情期间投的就是一个趋势 哈哈 我2.5的成本 起码等到4块以上再清。
沧海桑田加一粟
2020-08-06
$中芯国际(00981)$
中芯是工业不是互联网,14nm不是概念,需要扩产能,目前96%产能利用率,没啥diss的 踏实的扩产能吧,所以 不及预期的朋友可以 转换阵地,去看看互联网吧 那里有100%的营收增幅。[开心] [开心]
沧海桑田加一粟
2020-04-14
$蔚来(NIO)$
可惜的这货做多加不了杠杆
沧海桑田加一粟
2020-01-22
$美团点评-W(03690)$
打新至今,感谢,下车了,回家过个年。来年再说。
沧海桑田加一粟
2020-04-15
$美团点评-W(03690)$
有没有可能 国家对特定人群和行业直接免税,美团关乎太多劳动者,包括现在比如天津消费券实际只能靠着美团这个分发渠道。国家估计会来斡旋 协调之间的矛盾。保就业是首要任务。
沧海桑田加一粟
2021-07-22
$美团-W(03690)$
这一次郑州灾情,美团和优选的价值满分 没有问题吧,这个是流通新通路、突击队,平时民用、战时公用。高层会有新定论,这建设的是高速公路,不是内卷,更不是盯着块八毛的菜篮子。
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资本无需扩张。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374184425","isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356982274,"gmtCreate":1616748787698,"gmtModify":1616748787698,"author":{"id":"3496884722947247","authorId":"3496884722947247","name":"沧海桑田加一粟","avatar":"https://static.tigerbbs.com/9a11b68e93e7c879c57ae33e2221a3f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>怎么看待这份财报","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>怎么看待这份财报","text":"$美团-W(03690)$怎么看待这份财报","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/356982274","isVote":1,"tweetType":1,"viewCount":4228,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567677852719577","authorId":"3567677852719577","name":"空气牛奶","avatar":"https://static.tigerbbs.com/20368e44cbe2bdc6cebe604140cb9a11","crmLevel":4,"crmLevelSwitch":0},"content":"社区团购,不会像外卖一样。这一块,美团赢不了。这不会是新的沃尔玛,也不会是新的Costco,更满足不了打开pdd和阿里市场缺口的思路。","text":"社区团购,不会像外卖一样。这一块,美团赢不了。这不会是新的沃尔玛,也不会是新的Costco,更满足不了打开pdd和阿里市场缺口的思路。","html":"社区团购,不会像外卖一样。这一块,美团赢不了。这不会是新的沃尔玛,也不会是新的Costco,更满足不了打开pdd和阿里市场缺口的思路。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324694157,"gmtCreate":1615988606379,"gmtModify":1703495994814,"author":{"id":"3496884722947247","authorId":"3496884722947247","name":"沧海桑田加一粟","avatar":"https://static.tigerbbs.com/9a11b68e93e7c879c57ae33e2221a3f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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