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花亭湖

花亭湖

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2021-09-19

$中车时代电气(03898)$$时代电气(688187)$一直不知道，除了技术含量最高的igbt模组,时代电气能不能做新能源的其他芯片？比如电驱主板的主控芯片，电源管理芯片，光伏储能逆变器的igbt小管子应该能做，这种小管子技术含量不高，但是量大，国产替代需求井喷！电驱这一块，以后强者恒强，除了汇川博世精进几个大佬，按时代的百万套产能布局，时代野心勃勃哈，光电驱一年有100亿的市场。按照我们业内估算。别说降价，明年IGBT铁定涨价，太缺了，时代电气基本上能全盘对标英飞凌的igbt了,除了少数用于工控的PIM IPM,这方面斯达做的不错，明年涨价能增加收益还有助于提升时代的市场空间。时代的电驱技术要朝7合1去，而且有核心器件传感器和igbt，还有强大的软件实力，如果电机也在自己手里，就更棒，汇川刚增发的钱就去搞电机，我非常期待汇川能搞出牛逼的直流电机出来，这是题外话，对于03898所有的我都看好，唯一就是不放心时代的管理层，因为我觉得股权激励对老年人没啥用，他们没有奋斗的动力了！

2021-09-07

$中车时代电气(03898)$$中车时代电气(03898)$ $N时代(SH688187)$最近港股中车时代电气出现剧烈行情，从65跌破40，很明显是有人为因素恶意操控！但是我们自己也要反思，当大家一致看好的时候就是风险最大的时候，因为股市永远不会按照常理出牌！！！不管出现什么，管理层和资方勾连吸筹也好，市场出错过度反应也好！业绩仍然是企业发展的基石，所以投资者最为看重的仍然是公司的业绩，因为其反映了基本逻辑是否合理！只要时代电气这个基本面在，我们分析的透彻真正搞懂了，那么无惧波动，不要在意股价！这时候受到重大损失的，是不明就里的投资者，这部分投资者往往是散户，影响他们的往往是价格。即无论有什么新闻或者传言，他们都很少进行分析，但他们紧盯股价，并很容易受到股价的影响！我们买股票就是买公司，下跌了应该高兴，因为可以适度加仓！聪明钱已经在建仓了，等的就是散户现在交出筹码，千万不要情绪化，我们需要耐心和信心！！！

2021-08-18

$中车时代电气(03898)$$汇川技术(300124)$ 国家层面，由鹤总亲自领衔半导体攻关！另外做大做强国企，真正解决卡脖子技术！中车时代电气具有：真正的世界一流高压IGBT（进入高铁和特高压电网）最可靠的车硅级低压IGBT （国内唯一一条8英寸产线）SIC碳化硅（国内唯一一条sic产线） IGCT（世界最智能的GTO+驱动电路）智能新能源车电驱传感器高压晶闸管高铁核心技术工业软件储能和光伏逆变器！这些哪一个都是高端制造和智能制造的核心，是掐脖子技术，资金追捧的热点，这个公司被严重低估，我每天都加仓！现在是认知偏差，好多机构和个人不知道，03898严重低估，当然这是好事，对我们真正懂的人来说！这是第二个汇川技术！

2021-07-20

$中车时代电气(03898)$看好3898的星辰大海，严重低估的你，不买是傻子！我从24一直买到现在，看到2000亿

2021-07-06

加仓天境生物！看好真正的创新药的未来！

2020-09-12

$天境生物(IMAB)$成交量怎么这么小？

2020-07-16

$蔚来(NIO)$坚定持续买入，支持蔚来，看好斌哥，绝对做多新能源车赛道！有钱就买，不看图形，无惧调整，等到150一股回头看，便宜的发指！

2020-07-06

$跟谁学(GSX)$45，46平仓跟谁学，到手做多，54.5平仓！赔了11万刀，做空特斯拉和邮轮赔了9万刀，共赔20万刀认赔出局，转战蔚来6.9买入3万多股，现在回来17万刀，还赔3万刀！

2020-06-22

$蔚来(NIO)$最低2.2买过，刚刚7.7买了2000股

2020-06-16

反手做多挣了几万，总算下来还赔，这个股太猛了，短期休息，等空头趋势完全确立再说，

2020-06-15

$跟谁学(GSX)$我c 反手做多都十几个点了，妈蛋，庄家完全控制了局面，美股拉起来真恐怖！

2020-06-15

$跟谁学(GSX)$小盘股没法搞，一个大点的散户进去都能控盘，以后再也不做空

2020-06-13

$跟谁学(GSX)$建行违规办理银行卡参与跟谁学刷单虚增收入？求证伪

2020-06-05

$跟谁学(GSX)$美东时间6月4日18时30分，美国总统特朗普发布行政令称，将要求总统金融市场工作小组在60天内提交行动建议，以“保护美国投资者免受中国公司带来的重大风险”。这些行动建议具体包括，特朗普政府可采取的措施建议；对美国证券交易委员会（SEC）以及美国上市公司会计监管委员会（PCAOB）的行动建议，包括对PCAOB注册的审计公司未能提供所需审计工作文化或不遵守美国证券法，所采取的检查或强制行动；

2020-06-02

$跟谁学(GSX)$我c ，问了客户妹妹才知道做空池都空了，券都被借走了！这么多人都在空跟谁学，特么是多么被看空啊！希望开盘后能再做空

2020-06-02

就是正股不让做空

@冯杰伊盖茨比:$跟谁学(GSX)$不能卖空？这是赤裸裸的在做假市场啊？

2020-05-31

[cp]#浑水再做空跟谁学#这货造假太过分了，不说不刷单，但是毫无名气竟然刷出了全国第一的线上培训成绩，还暴增十几倍业绩和利润，真是去割韭菜去了，看下场就是瑞幸第二 [/cp]

@BDM:$跟谁学(GSX)$GSX用国内那一**虚作假的手段搬美股来骗钱，不用说太多大家心里都清楚！之前有看到说做空中概股是不爱国，其实作打击骗子才真是公民的爱国表现，比嘴炮有力度！

2020-05-30

$跟谁学(GSX)$$跟谁学(GSX)$拉总不承认造假改变不了它的耻辱下场，有可能提前内爆，拖到年报发布还有哪个审计师再敢给他签字，跟瑞幸一样得跌到4usd以下！跟谁学还有可能迫于中外监管压力被拿出来祭旗，因为利用美国证监会不能检查审计底稿，不能现场核查审计机构的巨大漏洞，在这次中美博弈中会被堵上，国内的审计机构和审计师再也不能充当跟谁学瑞幸等造假公司的帮凶了！

2020-05-30

$跟谁学(GSX)$该骂的是过街老鼠！事出反常必有妖，跟谁学就是这只妖，不管水军和傻多如何心有不甘，事物有它的乐观规律，我们空它就是实事求是，尊重规律，回归常识！继续空，目前空单12000股，随时准备加仓！

2020-05-29

put怎么买哈

@大时代丁蟹a:$Tuesday Morning Corp(TUES)$$赫兹(HTZ)$$人人网(RENN)$$跟谁学(GSX)$$和信贷(HX)$结束战斗[贱笑] [贱笑] [贱笑] [贱笑] [贱笑] 撤

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href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美港电讯20日讯，浑水今日通过推特回应跟谁学CEO陈向东之前发表的相关言论，尽管跟谁学声称浑水不了解其业务模式，但这无法成为其欺诈行为的借口，浑水将会继续披露更多证据，以作出进一步详细解释。同时，浑水还点赞陈向东敢于回应的勇气，并称跟学谁的存在就是为了烧光投资者的钱，建议陈向东还是存好个人现金，因为跟学谁的下场就是瑞幸。5月19日，跟谁学CEO陈向东在微信朋友圈回应浑水做空报告，称浑水对于跟谁学的...</p>\n\n<a href=\"https://www.ushknews.com/\">Web 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