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xbw
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IP属地:广东
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xbw
2020-10-05
$NIO 20201009 28.0 CALL(NIO)$
嘎嘎
xbw
2020-04-24
$NQ100指数主连(NQmain)$
发生什么了吗涨了
xbw
2020-04-30
$SPXU 20210618 10.0 PUT(SPXU)$
期权高手
xbw
2020-02-03
$特斯拉(TSLA)$
能赚到钱吗
xbw
2019-03-06
$通用电气(GE)$暴跌哈
xbw
2019-03-03
$特斯拉(TSLA)$已经空头趋势,明天走,炒底百度。
xbw
2020-10-05
$NIO 20201009 28.0 CALL(NIO)$
嘎嘎
xbw
2019-10-08
$纳斯达克(.IXIC)$
商议的怎么样了应该都不会让步的
xbw
2019-09-01
$道琼斯(.DJI)$
9.1日关税加不加啊
xbw
2020-10-05
$SQQQ 20201023 35.0 CALL(SQQQ)$
嘎嘎 每个月都是赚钱
xbw
2020-04-29
$SP500指数2006(ES2006)$
发生什么了吗
xbw
2020-03-13
$NQ100指数主连(NQmain)$
发生了什么哈红了
xbw
2019-09-26
$雅生活服务(03319)$
嘎嘎
xbw
2019-06-13
$Zoom(ZM)$亏了
xbw
2019-04-09
$Direxion Daily Semiconductor Bear 3x Shares(SOXS)$1111111能抓10个点吗
xbw
2019-03-03
$道琼斯(.DJI)$不看好圆弧顶,危险
xbw
2020-10-05
我这个是10月9日涨到28才会被行权,否则我卖空赚取权利金
@xbw:
$NIO 20201009 28.0 CALL(NIO)$
嘎嘎
xbw
2020-10-02
$NQ100指数2012(NQ2012)$
发生什么l额暴跌啊
xbw
2020-09-30
我全仓空蔚来不看好没有核心技术
@本苍真一郎:蔚来的投资前景或许为0
xbw
2020-09-30
牛逼今天暴跌哈哈哈哈哈
@本苍真一郎:蔚来的投资前景或许为0
去老虎APP查看更多动态
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20201009 28.0 CALL(NIO)$嘎嘎","images":[{"img":"https://static.tigerbbs.com/8c6dcdded2f359ae35d67c470214caa0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":12,"repostSize":1,"link":"https://laohu8.com/post/977750327","isVote":1,"tweetType":1,"viewCount":2496,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541397554004763","authorId":"3541397554004763","name":"晓学僧","avatar":"https://static.tigerbbs.com/3a62461111b43626017be6dc9cedb7f7","crmLevel":5,"crmLevelSwitch":0},"content":"卖call?","text":"卖call?","html":"卖call?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":977710253,"gmtCreate":1601856771172,"gmtModify":1703825241689,"author":{"id":"3514270207105501","authorId":"3514270207105501","name":"xbw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO 20201009 28.0 CALL(NIO)$</a>嘎嘎","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO 20201009 28.0 CALL(NIO)$</a>嘎嘎","text":"$NIO 20201009 28.0 CALL(NIO)$嘎嘎","images":[{"img":"https://static.tigerbbs.com/8c6dcdded2f359ae35d67c470214caa0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977710253","isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":977220361,"gmtCreate":1601615010553,"gmtModify":1703824894471,"author":{"id":"3514270207105501","authorId":"3514270207105501","name":"xbw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQ2012\">$NQ100指数2012(NQ2012)$ </a>发生什么l额暴跌啊","listText":"<a href=\"https://laohu8.com/FUT/NQ2012\">$NQ100指数2012(NQ2012)$ </a>发生什么l额暴跌啊","text":"$NQ100指数2012(NQ2012)$ 发生什么l额暴跌啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977220361","isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977114170,"gmtCreate":1601476903390,"gmtModify":1703824468813,"author":{"id":"3514270207105501","authorId":"3514270207105501","name":"xbw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我全仓空蔚来不看好没有核心技术","listText":"我全仓空蔚来不看好没有核心技术","text":"我全仓空蔚来不看好没有核心技术","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977114170","repostId":"977106020","repostType":1,"repost":{"id":977106020,"gmtCreate":1601472160860,"gmtModify":1703824423141,"author":{"id":"3473335720886403","authorId":"3473335720886403","name":"本苍真一郎","avatar":"https://static.tigerbbs.com/0fab0be6d9748d7c2fae8ef92bf13158","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"蔚来的投资前景或许为0","htmlText":"在新能源汽车中,股价最亮眼的莫过于<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>,个人认为蔚来投资价值为0,在美国退市已经成了必然。理由如下:一、5年内无法扭亏。根据蔚来的财报显示,从2016年开始,蔚来连续4年亏损,2019财年亏损收窄至114.1亿,营收为78.25亿。5年内无法扭亏。中概股如果连续亏损9年没有扭亏,即会被美国资本市场抛售。二、缩量上涨。2020年6月蔚来成交股数20.99亿股,7月成交股数42.51亿股,8月成交股数25.27亿股,9月截止到9月29日成交股数17.16亿股。为何在蔚来增发17亿美金前股票大涨?这可能是为了做高增发的股价。三、疯狂烧钱的无底洞。通过数据显示,蔚来IPO之前每次的融资规模大多数在10亿美金以下,基本上融资的钱已经被耗光,所以才IPO继续续命。四、没有护城河蔚来的优势是背靠安徽国资,由江淮代工,没有自己的工厂,最大头的投入基本没有,把钱花在了营销上,缺乏核心技术。比亚迪,吉利,红旗,特斯拉等众多品牌腾出手来打蔚来的动作越来越多,虽然背靠互联网巨头和国资,但是只能炒股不能分红这个状态并不能让互联网巨头们持久,而互联网巨头们无法在产品核心技术上给予蔚来太多东西。蔚来与特斯拉没有可比性,追随者无法成为领袖。特斯拉已经做了17年汽车,累计售出的新能源汽车过百万台,其技术,供应链的积累远远超过6岁的蔚来。即使它日特斯拉退出中国,蔚来仍然面临国产传统汽车品牌的围剿。特斯拉已经是全球化运营非常好的公司,蔚来还走不出中国。尽管特斯拉一直被质疑“烧光了华尔街的耐心”,但是特斯拉的毛利率基本都保持在10%以上,随着MODEL 3的量产发售,特斯拉将逐步保持比较稳定可观的毛利率,经营状况将大幅度好转,股价一路狂飙。2020年上半年欧洲新能源汽车销售大涨40%,中国暴跌55%,特斯拉逆势大涨。反观蔚","listText":"在新能源汽车中,股价最亮眼的莫过于<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>,个人认为蔚来投资价值为0,在美国退市已经成了必然。理由如下:一、5年内无法扭亏。根据蔚来的财报显示,从2016年开始,蔚来连续4年亏损,2019财年亏损收窄至114.1亿,营收为78.25亿。5年内无法扭亏。中概股如果连续亏损9年没有扭亏,即会被美国资本市场抛售。二、缩量上涨。2020年6月蔚来成交股数20.99亿股,7月成交股数42.51亿股,8月成交股数25.27亿股,9月截止到9月29日成交股数17.16亿股。为何在蔚来增发17亿美金前股票大涨?这可能是为了做高增发的股价。三、疯狂烧钱的无底洞。通过数据显示,蔚来IPO之前每次的融资规模大多数在10亿美金以下,基本上融资的钱已经被耗光,所以才IPO继续续命。四、没有护城河蔚来的优势是背靠安徽国资,由江淮代工,没有自己的工厂,最大头的投入基本没有,把钱花在了营销上,缺乏核心技术。比亚迪,吉利,红旗,特斯拉等众多品牌腾出手来打蔚来的动作越来越多,虽然背靠互联网巨头和国资,但是只能炒股不能分红这个状态并不能让互联网巨头们持久,而互联网巨头们无法在产品核心技术上给予蔚来太多东西。蔚来与特斯拉没有可比性,追随者无法成为领袖。特斯拉已经做了17年汽车,累计售出的新能源汽车过百万台,其技术,供应链的积累远远超过6岁的蔚来。即使它日特斯拉退出中国,蔚来仍然面临国产传统汽车品牌的围剿。特斯拉已经是全球化运营非常好的公司,蔚来还走不出中国。尽管特斯拉一直被质疑“烧光了华尔街的耐心”,但是特斯拉的毛利率基本都保持在10%以上,随着MODEL 3的量产发售,特斯拉将逐步保持比较稳定可观的毛利率,经营状况将大幅度好转,股价一路狂飙。2020年上半年欧洲新能源汽车销售大涨40%,中国暴跌55%,特斯拉逆势大涨。反观蔚","text":"在新能源汽车中,股价最亮眼的莫过于$蔚来(NIO)$,个人认为蔚来投资价值为0,在美国退市已经成了必然。理由如下:一、5年内无法扭亏。根据蔚来的财报显示,从2016年开始,蔚来连续4年亏损,2019财年亏损收窄至114.1亿,营收为78.25亿。5年内无法扭亏。中概股如果连续亏损9年没有扭亏,即会被美国资本市场抛售。二、缩量上涨。2020年6月蔚来成交股数20.99亿股,7月成交股数42.51亿股,8月成交股数25.27亿股,9月截止到9月29日成交股数17.16亿股。为何在蔚来增发17亿美金前股票大涨?这可能是为了做高增发的股价。三、疯狂烧钱的无底洞。通过数据显示,蔚来IPO之前每次的融资规模大多数在10亿美金以下,基本上融资的钱已经被耗光,所以才IPO继续续命。四、没有护城河蔚来的优势是背靠安徽国资,由江淮代工,没有自己的工厂,最大头的投入基本没有,把钱花在了营销上,缺乏核心技术。比亚迪,吉利,红旗,特斯拉等众多品牌腾出手来打蔚来的动作越来越多,虽然背靠互联网巨头和国资,但是只能炒股不能分红这个状态并不能让互联网巨头们持久,而互联网巨头们无法在产品核心技术上给予蔚来太多东西。蔚来与特斯拉没有可比性,追随者无法成为领袖。特斯拉已经做了17年汽车,累计售出的新能源汽车过百万台,其技术,供应链的积累远远超过6岁的蔚来。即使它日特斯拉退出中国,蔚来仍然面临国产传统汽车品牌的围剿。特斯拉已经是全球化运营非常好的公司,蔚来还走不出中国。尽管特斯拉一直被质疑“烧光了华尔街的耐心”,但是特斯拉的毛利率基本都保持在10%以上,随着MODEL 3的量产发售,特斯拉将逐步保持比较稳定可观的毛利率,经营状况将大幅度好转,股价一路狂飙。2020年上半年欧洲新能源汽车销售大涨40%,中国暴跌55%,特斯拉逆势大涨。反观蔚","images":[{"img":"https://static.tigerbbs.com/8abe1a87c1ec4cd612918cd1bbb2ace5","width":"748","height":"661"},{"img":"https://static.tigerbbs.com/317e8a241e0ccc75bd66f85e28fea3dd","width":"748","height":"1498"},{"img":"https://static.tigerbbs.com/b8ab0af426c88d3676b9de23172ec0ad","width":"748","height":"655"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977106020","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977198416,"gmtCreate":1601473453535,"gmtModify":1703824436342,"author":{"id":"3514270207105501","authorId":"3514270207105501","name":"xbw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"牛逼今天暴跌哈哈哈哈哈","listText":"牛逼今天暴跌哈哈哈哈哈","text":"牛逼今天暴跌哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977198416","repostId":"977106020","repostType":1,"repost":{"id":977106020,"gmtCreate":1601472160860,"gmtModify":1703824423141,"author":{"id":"3473335720886403","authorId":"3473335720886403","name":"本苍真一郎","avatar":"https://static.tigerbbs.com/0fab0be6d9748d7c2fae8ef92bf13158","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"蔚来的投资前景或许为0","htmlText":"在新能源汽车中,股价最亮眼的莫过于<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>,个人认为蔚来投资价值为0,在美国退市已经成了必然。理由如下:一、5年内无法扭亏。根据蔚来的财报显示,从2016年开始,蔚来连续4年亏损,2019财年亏损收窄至114.1亿,营收为78.25亿。5年内无法扭亏。中概股如果连续亏损9年没有扭亏,即会被美国资本市场抛售。二、缩量上涨。2020年6月蔚来成交股数20.99亿股,7月成交股数42.51亿股,8月成交股数25.27亿股,9月截止到9月29日成交股数17.16亿股。为何在蔚来增发17亿美金前股票大涨?这可能是为了做高增发的股价。三、疯狂烧钱的无底洞。通过数据显示,蔚来IPO之前每次的融资规模大多数在10亿美金以下,基本上融资的钱已经被耗光,所以才IPO继续续命。四、没有护城河蔚来的优势是背靠安徽国资,由江淮代工,没有自己的工厂,最大头的投入基本没有,把钱花在了营销上,缺乏核心技术。比亚迪,吉利,红旗,特斯拉等众多品牌腾出手来打蔚来的动作越来越多,虽然背靠互联网巨头和国资,但是只能炒股不能分红这个状态并不能让互联网巨头们持久,而互联网巨头们无法在产品核心技术上给予蔚来太多东西。蔚来与特斯拉没有可比性,追随者无法成为领袖。特斯拉已经做了17年汽车,累计售出的新能源汽车过百万台,其技术,供应链的积累远远超过6岁的蔚来。即使它日特斯拉退出中国,蔚来仍然面临国产传统汽车品牌的围剿。特斯拉已经是全球化运营非常好的公司,蔚来还走不出中国。尽管特斯拉一直被质疑“烧光了华尔街的耐心”,但是特斯拉的毛利率基本都保持在10%以上,随着MODEL 3的量产发售,特斯拉将逐步保持比较稳定可观的毛利率,经营状况将大幅度好转,股价一路狂飙。2020年上半年欧洲新能源汽车销售大涨40%,中国暴跌55%,特斯拉逆势大涨。反观蔚","listText":"在新能源汽车中,股价最亮眼的莫过于<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>,个人认为蔚来投资价值为0,在美国退市已经成了必然。理由如下:一、5年内无法扭亏。根据蔚来的财报显示,从2016年开始,蔚来连续4年亏损,2019财年亏损收窄至114.1亿,营收为78.25亿。5年内无法扭亏。中概股如果连续亏损9年没有扭亏,即会被美国资本市场抛售。二、缩量上涨。2020年6月蔚来成交股数20.99亿股,7月成交股数42.51亿股,8月成交股数25.27亿股,9月截止到9月29日成交股数17.16亿股。为何在蔚来增发17亿美金前股票大涨?这可能是为了做高增发的股价。三、疯狂烧钱的无底洞。通过数据显示,蔚来IPO之前每次的融资规模大多数在10亿美金以下,基本上融资的钱已经被耗光,所以才IPO继续续命。四、没有护城河蔚来的优势是背靠安徽国资,由江淮代工,没有自己的工厂,最大头的投入基本没有,把钱花在了营销上,缺乏核心技术。比亚迪,吉利,红旗,特斯拉等众多品牌腾出手来打蔚来的动作越来越多,虽然背靠互联网巨头和国资,但是只能炒股不能分红这个状态并不能让互联网巨头们持久,而互联网巨头们无法在产品核心技术上给予蔚来太多东西。蔚来与特斯拉没有可比性,追随者无法成为领袖。特斯拉已经做了17年汽车,累计售出的新能源汽车过百万台,其技术,供应链的积累远远超过6岁的蔚来。即使它日特斯拉退出中国,蔚来仍然面临国产传统汽车品牌的围剿。特斯拉已经是全球化运营非常好的公司,蔚来还走不出中国。尽管特斯拉一直被质疑“烧光了华尔街的耐心”,但是特斯拉的毛利率基本都保持在10%以上,随着MODEL 3的量产发售,特斯拉将逐步保持比较稳定可观的毛利率,经营状况将大幅度好转,股价一路狂飙。2020年上半年欧洲新能源汽车销售大涨40%,中国暴跌55%,特斯拉逆势大涨。反观蔚","text":"在新能源汽车中,股价最亮眼的莫过于$蔚来(NIO)$,个人认为蔚来投资价值为0,在美国退市已经成了必然。理由如下:一、5年内无法扭亏。根据蔚来的财报显示,从2016年开始,蔚来连续4年亏损,2019财年亏损收窄至114.1亿,营收为78.25亿。5年内无法扭亏。中概股如果连续亏损9年没有扭亏,即会被美国资本市场抛售。二、缩量上涨。2020年6月蔚来成交股数20.99亿股,7月成交股数42.51亿股,8月成交股数25.27亿股,9月截止到9月29日成交股数17.16亿股。为何在蔚来增发17亿美金前股票大涨?这可能是为了做高增发的股价。三、疯狂烧钱的无底洞。通过数据显示,蔚来IPO之前每次的融资规模大多数在10亿美金以下,基本上融资的钱已经被耗光,所以才IPO继续续命。四、没有护城河蔚来的优势是背靠安徽国资,由江淮代工,没有自己的工厂,最大头的投入基本没有,把钱花在了营销上,缺乏核心技术。比亚迪,吉利,红旗,特斯拉等众多品牌腾出手来打蔚来的动作越来越多,虽然背靠互联网巨头和国资,但是只能炒股不能分红这个状态并不能让互联网巨头们持久,而互联网巨头们无法在产品核心技术上给予蔚来太多东西。蔚来与特斯拉没有可比性,追随者无法成为领袖。特斯拉已经做了17年汽车,累计售出的新能源汽车过百万台,其技术,供应链的积累远远超过6岁的蔚来。即使它日特斯拉退出中国,蔚来仍然面临国产传统汽车品牌的围剿。特斯拉已经是全球化运营非常好的公司,蔚来还走不出中国。尽管特斯拉一直被质疑“烧光了华尔街的耐心”,但是特斯拉的毛利率基本都保持在10%以上,随着MODEL 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>,个人认为蔚来投资价值为0,在美国退市已经成了必然。理由如下:一、5年内无法扭亏。根据蔚来的财报显示,从2016年开始,蔚来连续4年亏损,2019财年亏损收窄至114.1亿,营收为78.25亿。5年内无法扭亏。中概股如果连续亏损9年没有扭亏,即会被美国资本市场抛售。二、缩量上涨。2020年6月蔚来成交股数20.99亿股,7月成交股数42.51亿股,8月成交股数25.27亿股,9月截止到9月29日成交股数17.16亿股。为何在蔚来增发17亿美金前股票大涨?这可能是为了做高增发的股价。三、疯狂烧钱的无底洞。通过数据显示,蔚来IPO之前每次的融资规模大多数在10亿美金以下,基本上融资的钱已经被耗光,所以才IPO继续续命。四、没有护城河蔚来的优势是背靠安徽国资,由江淮代工,没有自己的工厂,最大头的投入基本没有,把钱花在了营销上,缺乏核心技术。比亚迪,吉利,红旗,特斯拉等众多品牌腾出手来打蔚来的动作越来越多,虽然背靠互联网巨头和国资,但是只能炒股不能分红这个状态并不能让互联网巨头们持久,而互联网巨头们无法在产品核心技术上给予蔚来太多东西。蔚来与特斯拉没有可比性,追随者无法成为领袖。特斯拉已经做了17年汽车,累计售出的新能源汽车过百万台,其技术,供应链的积累远远超过6岁的蔚来。即使它日特斯拉退出中国,蔚来仍然面临国产传统汽车品牌的围剿。特斯拉已经是全球化运营非常好的公司,蔚来还走不出中国。尽管特斯拉一直被质疑“烧光了华尔街的耐心”,但是特斯拉的毛利率基本都保持在10%以上,随着MODEL 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3的量产发售,特斯拉将逐步保持比较稳定可观的毛利率,经营状况将大幅度好转,股价一路狂飙。2020年上半年欧洲新能源汽车销售大涨40%,中国暴跌55%,特斯拉逆势大涨。反观蔚","images":[{"img":"https://static.tigerbbs.com/8abe1a87c1ec4cd612918cd1bbb2ace5","width":"748","height":"661"},{"img":"https://static.tigerbbs.com/317e8a241e0ccc75bd66f85e28fea3dd","width":"748","height":"1498"},{"img":"https://static.tigerbbs.com/b8ab0af426c88d3676b9de23172ec0ad","width":"748","height":"655"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977106020","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977198416,"gmtCreate":1601473453535,"gmtModify":1703824436342,"author":{"id":"3514270207105501","authorId":"3514270207105501","name":"xbw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"牛逼今天暴跌哈哈哈哈哈","listText":"牛逼今天暴跌哈哈哈哈哈","text":"牛逼今天暴跌哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977198416","repostId":"977106020","repostType":1,"repost":{"id":977106020,"gmtCreate":1601472160860,"gmtModify":1703824423141,"author":{"id":"3473335720886403","authorId":"3473335720886403","name":"本苍真一郎","avatar":"https://static.tigerbbs.com/0fab0be6d9748d7c2fae8ef92bf13158","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"蔚来的投资前景或许为0","htmlText":"在新能源汽车中,股价最亮眼的莫过于<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>,个人认为蔚来投资价值为0,在美国退市已经成了必然。理由如下:一、5年内无法扭亏。根据蔚来的财报显示,从2016年开始,蔚来连续4年亏损,2019财年亏损收窄至114.1亿,营收为78.25亿。5年内无法扭亏。中概股如果连续亏损9年没有扭亏,即会被美国资本市场抛售。二、缩量上涨。2020年6月蔚来成交股数20.99亿股,7月成交股数42.51亿股,8月成交股数25.27亿股,9月截止到9月29日成交股数17.16亿股。为何在蔚来增发17亿美金前股票大涨?这可能是为了做高增发的股价。三、疯狂烧钱的无底洞。通过数据显示,蔚来IPO之前每次的融资规模大多数在10亿美金以下,基本上融资的钱已经被耗光,所以才IPO继续续命。四、没有护城河蔚来的优势是背靠安徽国资,由江淮代工,没有自己的工厂,最大头的投入基本没有,把钱花在了营销上,缺乏核心技术。比亚迪,吉利,红旗,特斯拉等众多品牌腾出手来打蔚来的动作越来越多,虽然背靠互联网巨头和国资,但是只能炒股不能分红这个状态并不能让互联网巨头们持久,而互联网巨头们无法在产品核心技术上给予蔚来太多东西。蔚来与特斯拉没有可比性,追随者无法成为领袖。特斯拉已经做了17年汽车,累计售出的新能源汽车过百万台,其技术,供应链的积累远远超过6岁的蔚来。即使它日特斯拉退出中国,蔚来仍然面临国产传统汽车品牌的围剿。特斯拉已经是全球化运营非常好的公司,蔚来还走不出中国。尽管特斯拉一直被质疑“烧光了华尔街的耐心”,但是特斯拉的毛利率基本都保持在10%以上,随着MODEL 3的量产发售,特斯拉将逐步保持比较稳定可观的毛利率,经营状况将大幅度好转,股价一路狂飙。2020年上半年欧洲新能源汽车销售大涨40%,中国暴跌55%,特斯拉逆势大涨。反观蔚","listText":"在新能源汽车中,股价最亮眼的莫过于<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>,个人认为蔚来投资价值为0,在美国退市已经成了必然。理由如下:一、5年内无法扭亏。根据蔚来的财报显示,从2016年开始,蔚来连续4年亏损,2019财年亏损收窄至114.1亿,营收为78.25亿。5年内无法扭亏。中概股如果连续亏损9年没有扭亏,即会被美国资本市场抛售。二、缩量上涨。2020年6月蔚来成交股数20.99亿股,7月成交股数42.51亿股,8月成交股数25.27亿股,9月截止到9月29日成交股数17.16亿股。为何在蔚来增发17亿美金前股票大涨?这可能是为了做高增发的股价。三、疯狂烧钱的无底洞。通过数据显示,蔚来IPO之前每次的融资规模大多数在10亿美金以下,基本上融资的钱已经被耗光,所以才IPO继续续命。四、没有护城河蔚来的优势是背靠安徽国资,由江淮代工,没有自己的工厂,最大头的投入基本没有,把钱花在了营销上,缺乏核心技术。比亚迪,吉利,红旗,特斯拉等众多品牌腾出手来打蔚来的动作越来越多,虽然背靠互联网巨头和国资,但是只能炒股不能分红这个状态并不能让互联网巨头们持久,而互联网巨头们无法在产品核心技术上给予蔚来太多东西。蔚来与特斯拉没有可比性,追随者无法成为领袖。特斯拉已经做了17年汽车,累计售出的新能源汽车过百万台,其技术,供应链的积累远远超过6岁的蔚来。即使它日特斯拉退出中国,蔚来仍然面临国产传统汽车品牌的围剿。特斯拉已经是全球化运营非常好的公司,蔚来还走不出中国。尽管特斯拉一直被质疑“烧光了华尔街的耐心”,但是特斯拉的毛利率基本都保持在10%以上,随着MODEL 3的量产发售,特斯拉将逐步保持比较稳定可观的毛利率,经营状况将大幅度好转,股价一路狂飙。2020年上半年欧洲新能源汽车销售大涨40%,中国暴跌55%,特斯拉逆势大涨。反观蔚","text":"在新能源汽车中,股价最亮眼的莫过于$蔚来(NIO)$,个人认为蔚来投资价值为0,在美国退市已经成了必然。理由如下:一、5年内无法扭亏。根据蔚来的财报显示,从2016年开始,蔚来连续4年亏损,2019财年亏损收窄至114.1亿,营收为78.25亿。5年内无法扭亏。中概股如果连续亏损9年没有扭亏,即会被美国资本市场抛售。二、缩量上涨。2020年6月蔚来成交股数20.99亿股,7月成交股数42.51亿股,8月成交股数25.27亿股,9月截止到9月29日成交股数17.16亿股。为何在蔚来增发17亿美金前股票大涨?这可能是为了做高增发的股价。三、疯狂烧钱的无底洞。通过数据显示,蔚来IPO之前每次的融资规模大多数在10亿美金以下,基本上融资的钱已经被耗光,所以才IPO继续续命。四、没有护城河蔚来的优势是背靠安徽国资,由江淮代工,没有自己的工厂,最大头的投入基本没有,把钱花在了营销上,缺乏核心技术。比亚迪,吉利,红旗,特斯拉等众多品牌腾出手来打蔚来的动作越来越多,虽然背靠互联网巨头和国资,但是只能炒股不能分红这个状态并不能让互联网巨头们持久,而互联网巨头们无法在产品核心技术上给予蔚来太多东西。蔚来与特斯拉没有可比性,追随者无法成为领袖。特斯拉已经做了17年汽车,累计售出的新能源汽车过百万台,其技术,供应链的积累远远超过6岁的蔚来。即使它日特斯拉退出中国,蔚来仍然面临国产传统汽车品牌的围剿。特斯拉已经是全球化运营非常好的公司,蔚来还走不出中国。尽管特斯拉一直被质疑“烧光了华尔街的耐心”,但是特斯拉的毛利率基本都保持在10%以上,随着MODEL 3的量产发售,特斯拉将逐步保持比较稳定可观的毛利率,经营状况将大幅度好转,股价一路狂飙。2020年上半年欧洲新能源汽车销售大涨40%,中国暴跌55%,特斯拉逆势大涨。反观蔚","images":[{"img":"https://static.tigerbbs.com/8abe1a87c1ec4cd612918cd1bbb2ace5","width":"748","height":"661"},{"img":"https://static.tigerbbs.com/317e8a241e0ccc75bd66f85e28fea3dd","width":"748","height":"1498"},{"img":"https://static.tigerbbs.com/b8ab0af426c88d3676b9de23172ec0ad","width":"748","height":"655"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977106020","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}