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赌狗一枚
选择优秀标的,做价值、趋势投资者!
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赌狗一枚
2023-01-24
$Faraday Future(FFIE)$
加油加油!17块开赌 底裤快没了
赌狗一枚
2022-08-13
$纳指三倍做多ETF(TQQQ)$
卖单挂的很准[笑哭] [笑哭] [笑哭]
赌狗一枚
2022-07-26
$Faraday Future(FFIE)$
为梦想窒息吧,各位![开心]
赌狗一枚
2022-07-20
$Faraday Future(FFIE)$
下来吧,俯冲4
赌狗一枚
2022-05-18
$Faraday Future(FFIE)$
[无语]
赌狗一枚
2022-04-27
其实并不介意和youtube一样插播广告
抱歉,原内容已删除
赌狗一枚
2022-04-27
$FFIE 20230120 10.0 CALL$
Cool!
赌狗一枚
2022-04-26
$Faraday Future(FFIE)$
踩踏了 [笑哭]
赌狗一枚
2022-04-20
$Faraday Future(FFIE)$
目前的状况多像一个面临中年危机的男人!对外嘴硬说自己还行,对内已经虚了! 上海东海大桥的两边,一边是洋山深水港,另一边是临港大量的工业企业,比如特斯拉工厂。 去年,洋山深水港的货物吞吐量是2200万个集装箱。如果没有疫情,每天有50个集装箱的货物属于博世中国,从港口卸货后,通过发达的高速公路网,各种原材料经过他们上海、苏州等地工厂的加工,源源不断供给着全中国的车企。 上海有很多汽车产业链巨头。采埃孚、安波福、宁德时代等等100多家企业,忙碌地生产着汽车各种零部件。小到汽车玻璃密封条、芯片,大到动力电池乃至发动机。 疫情以来,车企的供应链本来就受到严重挑战。今年2月开始,博世苏州工厂出现无症状感染者,后果就是多家车企2月份产销严重下滑。 博世中国区总裁陈玉东博士说,焦急的整车厂甚至自己带着货车,等在博世工厂的门口。 等也没什么用。一级供应商需要等二级供应商的材料,运输环节只要晚半天: 2万台车的产能就没了。 到现在,已经不是晚半天的问题了。 可想而知,目前的上海疫情,对汽车产业的影响会有多大。上海的汽车产业链相关企业相继陷入停工或者极有限的闭环生产,情况开始愈发严重。 持续爆发的上海疫情,让工人们根本无法正常复工。即便是已经闭环管理的企业,比如上海那家被称为“全村的希望”的芯片企业,闭环二十天后竟然出现了阳性感染者,只得暂时停工。 大量供应链企业无法正常生产。即便能组织生产的,也正付出惨痛的代价。 一家工厂的老板告诉我,为了完成闭环管理要求,他们工厂的员工吃住在厂里,算上加班费啥的,一个工人一天的成本现在要600到800块: 半个月我花了2500万。 去年中国汽车产量2608.2万辆。吉林和上海是中国的汽车重镇,汽车产量大
赌狗一枚
2022-04-08
$Faraday Future(FFIE)$
渣渣 葫芦里卖的什么药 居然不跌
赌狗一枚
2022-03-24
$瑞幸咖啡(LKNCY)$
这是盈利了?
赌狗一枚
2022-03-18
$老虎证券(TIGR)$
unbelivable!
赌狗一枚
2022-03-11
$Faraday Future(FFIE)$
高位的基本都割完了?
赌狗一枚
2022-02-03
$蔚来(NIO)$
当时以为的少赚割肉,其实是卖在山顶了?!
赌狗一枚
2022-01-04
$哔哩哔哩(BILI)$
这卖在山峰上了。
赌狗一枚
2021-11-24
$Faraday Future(FFIE)$
窒息
赌狗一枚
2021-11-19
$蔚来(NIO)$
加油加油!
赌狗一枚
2021-11-19
$Rivian Automotive, Inc.(RIVN)$
情绪市里,涨得多快,跌得就有多惨,止盈早了[笑哭] 现在要变猴市了
赌狗一枚
2021-11-18
$Rivian Automotive, Inc.(RIVN)$
昨天亏20%,今天回本[笑哭] [笑哭] [笑哭]
赌狗一枚
2021-11-17
$Rivian Automotive, Inc.(RIVN)$
浮亏20%到即将回本,真梦幻
去老虎APP查看更多动态
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Future(FFIE)$</a>下来吧,俯冲4","text":"$Faraday Future(FFIE)$下来吧,俯冲4","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/686292281","isVote":1,"tweetType":1,"viewCount":3213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615101134,"gmtCreate":1652803369828,"gmtModify":1652803687367,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541572355318550","authorIdStr":"3541572355318550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>[无语] ","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>[无语] ","text":"$Faraday Future(FFIE)$[无语]","images":[{"img":"https://static.tigerbbs.com/3b266018f3d7f6ad4ac7dd6d1016465a","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/615101134","isVote":1,"tweetType":1,"viewCount":5178,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"109142904886240","authorId":"109142904886240","name":"ggjjl1","avatar":"https://static.tigerbbs.com/42c0db5dddca02201a414340623e72ed","crmLevel":2,"crmLevelSwitch":0,"idStr":"109142904886240","authorIdStr":"109142904886240"},"content":"股价什么时候上过48?","text":"股价什么时候上过48?","html":"股价什么时候上过48?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":618245005,"gmtCreate":1651068098505,"gmtModify":1651068098505,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541572355318550","authorIdStr":"3541572355318550"},"themes":[],"htmlText":"其实并不介意和youtube一样插播广告","listText":"其实并不介意和youtube一样插播广告","text":"其实并不介意和youtube一样插播广告","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618245005","repostId":"2230981436","repostType":2,"isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618243455,"gmtCreate":1651067197385,"gmtModify":1651067197385,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541572355318550","authorIdStr":"3541572355318550"},"themes":[],"htmlText":"<a 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Future(FFIE)$一起窒息","images":[{"img":"https://static.tigerbbs.com/b244968ac92d591012e3660de21a116f","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":124,"commentSize":50,"repostSize":0,"link":"https://laohu8.com/post/847292502","isVote":1,"tweetType":1,"viewCount":6976,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498506275435960","authorId":"3498506275435960","name":"speedcis","avatar":"https://static.tigerbbs.com/84c07b1b30e30dc71438b5b78e6580a3","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3498506275435960","idStr":"3498506275435960"},"content":"贾老板有没有技术,如果有未来不止这点市值吧?","text":"贾老板有没有技术,如果有未来不止这点市值吧?","html":"贾老板有没有技术,如果有未来不止这点市值吧?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874803142,"gmtCreate":1637751130515,"gmtModify":1637762524181,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541572355318550","idStr":"3541572355318550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>窒息","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>窒息","text":"$Faraday Future(FFIE)$窒息","images":[{"img":"https://static.tigerbbs.com/3aac169631e4f0f24238fdc59429414d","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":120,"commentSize":39,"repostSize":0,"link":"https://laohu8.com/post/874803142","isVote":1,"tweetType":1,"viewCount":9381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":890982044,"gmtCreate":1628076335788,"gmtModify":1628081725384,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541572355318550","idStr":"3541572355318550"},"themes":[],"htmlText":"剑指高端化,贾跃亭的FF有戏吗? 当被问及是否回国时,贾跃亭再一次给出了肯定的答案,而这次的背景是法拉第未来(FF)<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>在历经艰辛后终于成功挂牌纳斯达克。这似乎给了背负90亿巨债的贾跃亭一些底气,但从上市以来,法拉第未来在股市上的表现并不算好,总市值也已经跌破40亿美元。 回到法拉第未来本身来说,虽然FF 91还没有彻底落地,但是根据法拉第未来官方的消息,首批限量的300台已经全部售罄。而这台定价超过百万元的新能源汽车,也指明了法拉第未来不同于其他品牌的战略。 主打高端化,是法拉第未来现阶段的核心战略。作为唯一一款车型,FF 91这台一直停留在PPT中的电动汽车,从2017年就一直牵动着不少人的心思,在屡次跳票之后,终于算是走入了现实。而通过这款车的方方面面,也足以看到法拉第未来的高端化定位。 第一个方面来自于产品方面。从法拉第未来公布的消息可知,FF 91的定价是18万美元起步,折合人民币已经超过百万,这在一众新能源汽车势力中是独树一帜的。就连主打高端化的蔚来,最贵的车型ES8最高定价也不过五十六万元。 另外是FF 91拥有较高的性能。法拉第未来的FF 91 Futurist车型拥有行业领先的1050匹马力、业内最大的搭载浸没式液态电池冷却技术的130千瓦时电池组、2017年全球首发的三电机电动矢量扭矩,保证了百公里加速只有2.39秒。另外支持车内视频会议系统、智能","listText":"剑指高端化,贾跃亭的FF有戏吗? 当被问及是否回国时,贾跃亭再一次给出了肯定的答案,而这次的背景是法拉第未来(FF)<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>在历经艰辛后终于成功挂牌纳斯达克。这似乎给了背负90亿巨债的贾跃亭一些底气,但从上市以来,法拉第未来在股市上的表现并不算好,总市值也已经跌破40亿美元。 回到法拉第未来本身来说,虽然FF 91还没有彻底落地,但是根据法拉第未来官方的消息,首批限量的300台已经全部售罄。而这台定价超过百万元的新能源汽车,也指明了法拉第未来不同于其他品牌的战略。 主打高端化,是法拉第未来现阶段的核心战略。作为唯一一款车型,FF 91这台一直停留在PPT中的电动汽车,从2017年就一直牵动着不少人的心思,在屡次跳票之后,终于算是走入了现实。而通过这款车的方方面面,也足以看到法拉第未来的高端化定位。 第一个方面来自于产品方面。从法拉第未来公布的消息可知,FF 91的定价是18万美元起步,折合人民币已经超过百万,这在一众新能源汽车势力中是独树一帜的。就连主打高端化的蔚来,最贵的车型ES8最高定价也不过五十六万元。 另外是FF 91拥有较高的性能。法拉第未来的FF 91 Futurist车型拥有行业领先的1050匹马力、业内最大的搭载浸没式液态电池冷却技术的130千瓦时电池组、2017年全球首发的三电机电动矢量扭矩,保证了百公里加速只有2.39秒。另外支持车内视频会议系统、智能","text":"剑指高端化,贾跃亭的FF有戏吗? 当被问及是否回国时,贾跃亭再一次给出了肯定的答案,而这次的背景是法拉第未来(FF)$Faraday Future(FFIE)$在历经艰辛后终于成功挂牌纳斯达克。这似乎给了背负90亿巨债的贾跃亭一些底气,但从上市以来,法拉第未来在股市上的表现并不算好,总市值也已经跌破40亿美元。 回到法拉第未来本身来说,虽然FF 91还没有彻底落地,但是根据法拉第未来官方的消息,首批限量的300台已经全部售罄。而这台定价超过百万元的新能源汽车,也指明了法拉第未来不同于其他品牌的战略。 主打高端化,是法拉第未来现阶段的核心战略。作为唯一一款车型,FF 91这台一直停留在PPT中的电动汽车,从2017年就一直牵动着不少人的心思,在屡次跳票之后,终于算是走入了现实。而通过这款车的方方面面,也足以看到法拉第未来的高端化定位。 第一个方面来自于产品方面。从法拉第未来公布的消息可知,FF 91的定价是18万美元起步,折合人民币已经超过百万,这在一众新能源汽车势力中是独树一帜的。就连主打高端化的蔚来,最贵的车型ES8最高定价也不过五十六万元。 另外是FF 91拥有较高的性能。法拉第未来的FF 91 Futurist车型拥有行业领先的1050匹马力、业内最大的搭载浸没式液态电池冷却技术的130千瓦时电池组、2017年全球首发的三电机电动矢量扭矩,保证了百公里加速只有2.39秒。另外支持车内视频会议系统、智能","images":[{"img":"https://static.tigerbbs.com/2cb065079059f56378b632c0b9c54620","width":"1440","height":"1080"},{"img":"https://static.tigerbbs.com/03f61f226e24e32a7deee65ca6a52ff5","width":"2048","height":"1536"},{"img":"https://static.tigerbbs.com/47747a7955730bcacc68818c3b2bf14d","width":"1024","height":"666"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":26,"commentSize":29,"repostSize":1,"link":"https://laohu8.com/post/890982044","isVote":1,"tweetType":1,"viewCount":37229,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274732372511","authorId":"3479274732372511","name":"黄老怪","avatar":"https://static.tigerbbs.com/8d01265730fbb9a0b9e195d51c4c1680","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274732372511","idStr":"3479274732372511"},"content":"这个股最好还是不要碰吧。虽然现在贾老板没啥话语权,但一朝被蛇咬十年怕井绳啊","text":"这个股最好还是不要碰吧。虽然现在贾老板没啥话语权,但一朝被蛇咬十年怕井绳啊","html":"这个股最好还是不要碰吧。虽然现在贾老板没啥话语权,但一朝被蛇咬十年怕井绳啊"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":979470820,"gmtCreate":1598348569660,"gmtModify":1704218433033,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541572355318550","idStr":"3541572355318550"},"themes":[],"title":"《聊聊我所知道的蔚来轿车的秘密》","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 1:之前的ET7,也基本是ET Preview的样子,在内部被否了,大家觉得成本太高,开放难度也太大,之前的资金也不太够,就停了。 2:现在的轿车项目比之前的要小,在这里先叫它ET5吧,但不知道最后蔚来官方会如何命名。也在NP2的全新平台上做的,之前SUV一直没有解决的网关断网问题,这次终于可以得到解决。 3:一个最大的难度就是电池的厚度问题,之前的电池厚度在轿车上不行,但这个问题幸好现在已经解决了。续航也能有500左右,最大的版本估计会超过600,但会晚一点上。 4:内饰蔚来找了一些核心车主去看了,还没给媒体看,用的是整个贯通的大连屏,成本其实还挺高的,对蔚来一直很弱的软件,HMI也是一个很大的挑战。我个人估计ET5到时候最大的吐槽会和ES8一代一样,是软件部分。 5:自动驾驶的硬件会全面升级,基本上用到了地球上能买到的最高的配置,之前这样做的是小鹏P7,现在蔚来轿车会超过它,总是有后发的优势嘛。 6:内饰的豪华度这是蔚来的强项,你们到时候NIO DAY看了图后,会觉得现在的比亚迪汉,小鹏P7真心都是渣渣。特斯拉M3的销量会遇到一点阻击,虽然这台车的价格会在40左右,但BAAS后,也在30出头,基本就在特斯拉M3的长续航和P版的区间里。两者一比,一个天上,一个地下好吧。 7:现在这台车最大的问题就是研发进度,还是很吃力,蔚来研发团队又要应付搬去合肥的事情,精力有一点分散,人心也有一点动摇。现在有一点延迟了,预计这台车不会像之前蔚来的车一样,年底发布第二年年中就交付。我个人预计,最乐观也要到明年第三季度了,不排除拖到年底。着急买车的人,最好有心理准备! 车是好车,基本算明年最完美的一台电动车了吧,超过领克那台!但大家要有耐心!有问题随时艾特 转自","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 1:之前的ET7,也基本是ET Preview的样子,在内部被否了,大家觉得成本太高,开放难度也太大,之前的资金也不太够,就停了。 2:现在的轿车项目比之前的要小,在这里先叫它ET5吧,但不知道最后蔚来官方会如何命名。也在NP2的全新平台上做的,之前SUV一直没有解决的网关断网问题,这次终于可以得到解决。 3:一个最大的难度就是电池的厚度问题,之前的电池厚度在轿车上不行,但这个问题幸好现在已经解决了。续航也能有500左右,最大的版本估计会超过600,但会晚一点上。 4:内饰蔚来找了一些核心车主去看了,还没给媒体看,用的是整个贯通的大连屏,成本其实还挺高的,对蔚来一直很弱的软件,HMI也是一个很大的挑战。我个人估计ET5到时候最大的吐槽会和ES8一代一样,是软件部分。 5:自动驾驶的硬件会全面升级,基本上用到了地球上能买到的最高的配置,之前这样做的是小鹏P7,现在蔚来轿车会超过它,总是有后发的优势嘛。 6:内饰的豪华度这是蔚来的强项,你们到时候NIO DAY看了图后,会觉得现在的比亚迪汉,小鹏P7真心都是渣渣。特斯拉M3的销量会遇到一点阻击,虽然这台车的价格会在40左右,但BAAS后,也在30出头,基本就在特斯拉M3的长续航和P版的区间里。两者一比,一个天上,一个地下好吧。 7:现在这台车最大的问题就是研发进度,还是很吃力,蔚来研发团队又要应付搬去合肥的事情,精力有一点分散,人心也有一点动摇。现在有一点延迟了,预计这台车不会像之前蔚来的车一样,年底发布第二年年中就交付。我个人预计,最乐观也要到明年第三季度了,不排除拖到年底。着急买车的人,最好有心理准备! 车是好车,基本算明年最完美的一台电动车了吧,超过领克那台!但大家要有耐心!有问题随时艾特 转自","text":"$蔚来(NIO)$ 1:之前的ET7,也基本是ET Preview的样子,在内部被否了,大家觉得成本太高,开放难度也太大,之前的资金也不太够,就停了。 2:现在的轿车项目比之前的要小,在这里先叫它ET5吧,但不知道最后蔚来官方会如何命名。也在NP2的全新平台上做的,之前SUV一直没有解决的网关断网问题,这次终于可以得到解决。 3:一个最大的难度就是电池的厚度问题,之前的电池厚度在轿车上不行,但这个问题幸好现在已经解决了。续航也能有500左右,最大的版本估计会超过600,但会晚一点上。 4:内饰蔚来找了一些核心车主去看了,还没给媒体看,用的是整个贯通的大连屏,成本其实还挺高的,对蔚来一直很弱的软件,HMI也是一个很大的挑战。我个人估计ET5到时候最大的吐槽会和ES8一代一样,是软件部分。 5:自动驾驶的硬件会全面升级,基本上用到了地球上能买到的最高的配置,之前这样做的是小鹏P7,现在蔚来轿车会超过它,总是有后发的优势嘛。 6:内饰的豪华度这是蔚来的强项,你们到时候NIO DAY看了图后,会觉得现在的比亚迪汉,小鹏P7真心都是渣渣。特斯拉M3的销量会遇到一点阻击,虽然这台车的价格会在40左右,但BAAS后,也在30出头,基本就在特斯拉M3的长续航和P版的区间里。两者一比,一个天上,一个地下好吧。 7:现在这台车最大的问题就是研发进度,还是很吃力,蔚来研发团队又要应付搬去合肥的事情,精力有一点分散,人心也有一点动摇。现在有一点延迟了,预计这台车不会像之前蔚来的车一样,年底发布第二年年中就交付。我个人预计,最乐观也要到明年第三季度了,不排除拖到年底。着急买车的人,最好有心理准备! 车是好车,基本算明年最完美的一台电动车了吧,超过领克那台!但大家要有耐心!有问题随时艾特 转自","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":12,"commentSize":28,"repostSize":10,"link":"https://laohu8.com/post/979470820","isVote":1,"tweetType":1,"viewCount":20072,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555670024093008","authorId":"3555670024093008","name":"幸运的卢克","avatar":"https://static.tigerbbs.com/857addad447989023edc1a245d2b990c","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3555670024093008","idStr":"3555670024093008"},"content":"现在都还是猜测和传言,具体的就拭目以待吧","text":"现在都还是猜测和传言,具体的就拭目以待吧","html":"现在都还是猜测和传言,具体的就拭目以待吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140277726,"gmtCreate":1625664898365,"gmtModify":1625666215772,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541572355318550","idStr":"3541572355318550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>投资瑞幸的基本逻辑。1.品牌初步建立。在年轻一代中有一定知名度,标签:平价亲民;2.网点布局庞大。全国5200余家店面,占据优势点位(多为小店面,租金低,地理位置好);3.单一门店质量高。单店员工数量少,出杯速度快,很效率。上层通过关闭亏损门店等调整,相信筛选剩下的门店单店盈利率会很高(调研周边单一门店,生意很火爆);4.重研发创新。产品爆品不断,如去年的厚乳,今年的生椰;5.互联网基因。打法多样多变,注重营销及用户体验,利用多元化方式进行营销宣传。注重食品安全监管,一个食品卫生质量投诉,瑞幸北京总部监督食品安全的工作人员会直接给你一个电话询问情况。瑞幸App使用率很高,远程点单很方便;6.咖啡赛道开始变热。manner等精品咖啡相继入局,但目前规模化能力与瑞幸差距很大,但估值超过瑞幸,瑞幸可能被低估。7.盈利可期。咖啡赛道不像茶饮料,虽然二者都有成瘾性,但原味拿铁我可以天天喝,但桃子味的喜茶天天喝我会腻,今天想桃子,明天想西瓜。咖啡成本控制比茶饮简单粗暴得多,咖啡豆不易变质,茶饮中各类先果茶易变质,门店多了,成本控制困难(售罄的生椰拿铁就是个例子,一是确实是爆款,但售罄的问题其实是可以通过加大生椰供应量来解决的,但瑞幸没有,可见瑞幸营销以及成本控制功底可见一斑。8.存在的风险。我对瑞幸实体经营很有信心,目前风险大多在于粉单的风险,以及历史遗留的一堆债务、诉讼等。如果瑞幸解决上述问题重回主板,价格合适的话,相信一定是个好的投资标的。(随便发发牢骚,很多东西也不够深刻,也没有数据支持。如有不同意见,请批评指正!)[鼓掌] [鼓掌] [鼓掌] ","listText":"<a 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","text":"$瑞幸咖啡(LKNCY)$投资瑞幸的基本逻辑。1.品牌初步建立。在年轻一代中有一定知名度,标签:平价亲民;2.网点布局庞大。全国5200余家店面,占据优势点位(多为小店面,租金低,地理位置好);3.单一门店质量高。单店员工数量少,出杯速度快,很效率。上层通过关闭亏损门店等调整,相信筛选剩下的门店单店盈利率会很高(调研周边单一门店,生意很火爆);4.重研发创新。产品爆品不断,如去年的厚乳,今年的生椰;5.互联网基因。打法多样多变,注重营销及用户体验,利用多元化方式进行营销宣传。注重食品安全监管,一个食品卫生质量投诉,瑞幸北京总部监督食品安全的工作人员会直接给你一个电话询问情况。瑞幸App使用率很高,远程点单很方便;6.咖啡赛道开始变热。manner等精品咖啡相继入局,但目前规模化能力与瑞幸差距很大,但估值超过瑞幸,瑞幸可能被低估。7.盈利可期。咖啡赛道不像茶饮料,虽然二者都有成瘾性,但原味拿铁我可以天天喝,但桃子味的喜茶天天喝我会腻,今天想桃子,明天想西瓜。咖啡成本控制比茶饮简单粗暴得多,咖啡豆不易变质,茶饮中各类先果茶易变质,门店多了,成本控制困难(售罄的生椰拿铁就是个例子,一是确实是爆款,但售罄的问题其实是可以通过加大生椰供应量来解决的,但瑞幸没有,可见瑞幸营销以及成本控制功底可见一斑。8.存在的风险。我对瑞幸实体经营很有信心,目前风险大多在于粉单的风险,以及历史遗留的一堆债务、诉讼等。如果瑞幸解决上述问题重回主板,价格合适的话,相信一定是个好的投资标的。(随便发发牢骚,很多东西也不够深刻,也没有数据支持。如有不同意见,请批评指正!)[鼓掌] [鼓掌] [鼓掌]","images":[{"img":"https://static.tigerbbs.com/b248bf6d81bb70956257044a9ec9d3b4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":16,"commentSize":3,"repostSize":7,"link":"https://laohu8.com/post/140277726","isVote":1,"tweetType":1,"viewCount":24057,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491305983861601","authorId":"3491305983861601","name":"佛系招财猫","avatar":"https://static.tigerbbs.com/2264a50cf50ac4f5e2f753130f209a2a","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3491305983861601","idStr":"3491305983861601"},"content":"脚踏实地做事才有未来","text":"脚踏实地做事才有未来","html":"脚踏实地做事才有未来"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":137593583,"gmtCreate":1622358245842,"gmtModify":1622395254781,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541572355318550","idStr":"3541572355318550"},"themes":[],"htmlText":"<a 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(图片转自ft)","images":[{"img":"https://static.tigerbbs.com/083ca377872d22aface4378154561e6e","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/137593583","isVote":1,"tweetType":1,"viewCount":3270,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558836206412289","authorId":"3558836206412289","name":"打网球的萨同学","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3558836206412289","idStr":"3558836206412289"},"content":"这是蔚来吧?","text":"这是蔚来吧?","html":"这是蔚来吧?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":149422996,"gmtCreate":1625744712615,"gmtModify":1625759671487,"author":{"id":"3541572355318550","authorId":"3541572355318550","name":"赌狗一枚","avatar":"https://static.tigerbbs.com/0b9a89cbe9f7ab1a64549d56c8a08e29","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541572355318550","idStr":"3541572355318550"},"themes":[],"htmlText":"<a 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