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Peter_鹏_1804
2021-01-29
这篇文章不错,转发给大家看
@捷克Jack:如果你真的要投资新能源汽车……
Peter_鹏_1804
2020-08-15
$拼多多(PDD)$
跻身纳指,可以
去老虎APP查看更多动态
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20%仓位做多<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ——苹果造成是必然的事,且它掌握生态系统的核心; 10%仓位做多<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ——国产新能源汽车的龙头; 10%仓位做多<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> ——从制造上来说最接近量产的普惠新能源车企; 10%仓位做多<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> ——只有AI才能赋予新能源汽车生态的意义; 5%仓位做多<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> ——作为新势力的补充,也作为能源升级期间的过渡(增程式); 10%的仓位分配做多芯片<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ——芯片将成为新能源汽车的大脑; 10%的仓位分配做多电池厂商和零配件技术,包括","listText":"如果有一个针对新能源汽车投资组合。 20%仓位做多<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ——5000亿美元以下再介入); 20%仓位做多<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ——苹果造成是必然的事,且它掌握生态系统的核心; 10%仓位做多<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ——国产新能源汽车的龙头; 10%仓位做多<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> ——从制造上来说最接近量产的普惠新能源车企; 10%仓位做多<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> ——只有AI才能赋予新能源汽车生态的意义; 5%仓位做多<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> ——作为新势力的补充,也作为能源升级期间的过渡(增程式); 10%的仓位分配做多芯片<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ——芯片将成为新能源汽车的大脑; 10%的仓位分配做多电池厂商和零配件技术,包括","text":"如果有一个针对新能源汽车投资组合。 20%仓位做多$特斯拉(TSLA)$ ——5000亿美元以下再介入); 20%仓位做多$苹果(AAPL)$ ——苹果造成是必然的事,且它掌握生态系统的核心; 10%仓位做多$蔚来(NIO)$ ——国产新能源汽车的龙头; 10%仓位做多$比亚迪股份(01211)$ ——从制造上来说最接近量产的普惠新能源车企; 10%仓位做多$百度(BIDU)$ ——只有AI才能赋予新能源汽车生态的意义; 5%仓位做多$理想汽车(LI)$ ——作为新势力的补充,也作为能源升级期间的过渡(增程式); 10%的仓位分配做多芯片$台积电(TSM)$ 和$阿斯麦(ASML)$ ——芯片将成为新能源汽车的大脑; 10%的仓位分配做多电池厂商和零配件技术,包括","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332389467","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}