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MuQiang
2021-02-03
说一说我对极光的理解
$极光(JG)$
$极光(JG)$
首先自我介绍一下,大专毕业于内蒙古某计算机学校,去年开始接触美股,入金2100到700左右的心路历程,简单概括就是出手便是巴菲特,结果就是满地鸡毛。先给大家看看我刚进美股的操作: 蔚来是我进入美股的唯一目标,我懂蔚来,并不代表我懂其他的股票 还是内句话出手便是巴菲特,结果就是满地鸡毛。 这种反反复复的操作让我迷失了,自己真正的目标。结果就是 蔚来今年大涨 我从原有543股 亏损到 193股 这件事情我之后我也做了很多反思,为什么我没有坚持自己要做的事情反而觉得自己很自信,我拿已经研究好的股票,为什么去做根本不了解的事情结果就是体无完肤。 这种操作还有很多今年的大火游戏驿站,小牛电动车。 说实话我根本没有感觉尤其是游戏驿站这里告诫大家不懂的股票有15%的收益就行了。 前面就简单的给大家介绍一下我这个小散户的经验。 至于我为什么今年看好极光现在给大家认真的分析一下希望对各位散户有一定的帮助。 第一我这个人有一个癖好就是不喜欢买天花板的股票,我的本金就这么多。比如我看好特斯拉的时候是600美元 我可能只能买几股涨幅200 30%的收入 但是换一个思维跌幅20% 我就接受不了了。 所以我的癖好就是找低价优质股,简单理解就是他跌不了多少,但是涨幅肯定是特别大的。毕竟是散户风险控制要理性。 极光的主要业务就不做介绍了你们可以自己去官网查,先说一说这个官网,极光的官网日均流量是在100左右这个行业我查询过基本属于第一了 而且像这类网站只有技术人员才回去看,基本需要这个公司的服务商是基本不会每天反反复复的去看,这里只能做一个小判断。 然后重点
说一说我对极光的理解
MuQiang
2021-02-05
$极光(JG)$
[财迷] [财迷] [财迷] 何以解忧唯有暴富该分析的我都分析完了做好散户的优势加油各位
MuQiang
2021-02-01
$蔚来(NIO)$
分享一下一个没有任何经验做到年回报率200% 先说一下为什么买美股A股的市场没赚到钱并且不了解国内的老企业,信息差没有任何优势我不知道大家买股票是不是都是应为听到了巴菲特的传奇人身,以及他的神奇收入,没错我就被巴菲特老爷子营销了。先说一下第一次想进美股的冲动,还记得哪一年强哥在应为某些事情导致京东估价大跌,我在内个时候觉得这是一个抄底的机会,应为身处三四线城市对信息了解确实落后,当时还天真的以为,要去美国才能买到京东的股票。不过后来确实是个笑话。再说一下为什么当时觉得京东是个抄底的好时机,其实很简单京东我认为是一个体系非常好的公司,内部运营非常好。(互联网信息了解)我认为强哥这件事情属于一个男人正常生理需求,但并不影响公司的整体运作。之前强哥的采访,我记得是刘强东去国外修炼,把公司交给了团队运作而且结果也很完美。所以就这一个简单的道理,我猜对了但是并没有去做。很后悔说实话我确实很看好京东现在也依旧看好。到了19年偶然的情况下了解到了蔚来,而且我对蔚来的理解还停留在老百姓的口中电动车不好不稳定续航不行。然后我就好奇的打开了百度查阅了一番斌哥的资料,发现斌哥是经常逆风翻盘的人。我就坚信斌哥内心肯定非常强大。人对了,那就接下查阅资料看蔚来的产品。说实话我看不懂[喷血] ,然后对车的理解也只能停留到多少钱,内饰什么样子,百公里加速,这些基本的知识。后来开始看车评,我记得当时有一条视频让我确定要买蔚来的股票。我记得当时斌哥不知道是吹皮,还是真的。我看到了车主说:在高速公路出了事故,蔚来的客服一直在路上打电话帮我解决问题,其实我挺感谢人家,没别的意思我给蔚来做了广告。 应为这个视频我觉得斌哥的服务已经做到了极致。这才大家想要的公司,当时
MuQiang
2021-02-27
$极光(JG)$
我居然被拜登阴了[null][鼓掌] [鼓掌] [鼓掌]
抱歉,原内容已删除
MuQiang
2021-02-17
$极光(JG)$
看完声网还有容联云的财报我感觉200都不过分😂😂😂
MuQiang
2021-02-23
$极光(JG)$
兄弟们加油,马上要熬出来了。极光该发光了,应该要又庄进来了[想吃] [想吃] [想吃]
MuQiang
2021-02-23
$极光(JG)$
按照目前这个跌发,最多跌到3.5 曲中就是4块钱左右的合理价位。可以去看一下快手和抖音现在的区别,还有就是快手假如下一个季度的财报给力。绝大部分是极光的功劳。 所以价值肯定是最明显的,而且声网的价值已经回落了,资金肯定会流向有价值的企业。还有一个叫巴菲特的护城河思维,你可以套用在极光上面理解,不容易更换,上手简单。 现在跌只是说明市场对saas 服务商的盈利模式有曲解,本来声网和容联云的财报没有极光好,反而市值不对等。还有极光的财报披露之后,你觉得按照12月份发的合作信息他的盈利有增长嘛,而且还有就是各位谁知道极光是怎么做业务的,我个人觉得极光业务是靠开发者相互推荐的,还有你们看看快手现在的版面和抖音的区别在哪里?假如快手下个季度财报给力,极光的业务你们觉得多还是少? 就是这里给大家说一下,盘前不要跟单。你们盘前跟单的应该大部分没有盈利。 应为中美有时差,而且换手率都看不到。 跟单自己要分析价格,不要盲目。 还有就是各位盘中才能知道这只股到底是涨还是跌。 说句实话我也希望极光跌,跌的越狠我可以拿的越多。人的本性人不为己。
$极光(JG)$
[愤怒] [愤怒] [愤怒] 这里希望大家好好分析!!!
MuQiang
2021-02-23
$极光(JG)$
这几次的盘前的教训不少,我总结了一点,盘前都是国内人玩,盘中才是美国的正规时间
MuQiang
2021-03-02
$极光(JG)$
利好就要买,利空就买 你们最起码研究一下基本的信息。 看的我都要无语了,你觉得资本怎么赚钱,你抛他买 ,你买他抛的一个关系。3.4号马上财报了,赌不赌不存在。天天发合作,这个签单应该不少把,而且还是大公司。 你们应该去极光的官网看一下 看的论坛,以及他客服回复论坛的疑问的速度。他内部已经做出来一个和抖音一模一样的抖音,按照抖音海外版的增长速度,以及海外这种模式的互联网公司基本很少。他的海外签单会少吗?有需求才有市场,所以长期看涨,短期看财报。大涨看资本。
MuQiang
2021-02-26
应为启大大也跌了//
@HHH888
:
$极光(JG)$
利好不断,就是不赚[流泪] [流泪]
抱歉,原内容已删除
MuQiang
2021-02-17
$极光(JG)$
这种大跌的环境稳稳的卡在一个价位
MuQiang
2021-03-02
极光
$极光(JG)$
@瀚海阑干百丈冰
评论给你链接 顺便大家看看
极光
MuQiang
2021-02-23
$极光(JG)$
声网的财报估计埋了个雷,SAAS大跌,就这个几天瞅个时机吧[财迷] [财迷] [财迷]
MuQiang
2021-02-21
牛逼让我茅塞顿开,我和的观点一致。但是明显你的思路更清晰,知识改变命运,但教育不一定成就未来[得意] [得意] [得意]
抱歉,原内容已删除
MuQiang
2023-02-06
$Faraday Future(FFIE)$
[开心] [开心] [开心] [开心]
MuQiang
2021-03-02
[开心] 我只能好巧你推的股票我都买了 每股极光 A股柴维动力
抱歉,原内容已删除
MuQiang
2021-03-02
这种新闻才是割韭菜
抱歉,原内容已删除
MuQiang
2021-12-15
$极光(JG)$
我很好奇怎么回事
MuQiang
2021-12-15
这篇文章不错,转发给大家看
@Bit Origin:香态食品股价盘前上涨,新增业务板块为其股价上涨注入动力
MuQiang
2021-02-23
$极光(JG)$
这会这个庄进来了[财迷] [财迷] [财迷]
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/JG\">$极光(JG)$</a>我很好奇怎么回事","listText":"<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a>我很好奇怎么回事","text":"$极光(JG)$我很好奇怎么回事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607414818","isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607438891,"gmtCreate":1639576762652,"gmtModify":1639576762652,"author":{"id":"3541915452655317","authorId":"3541915452655317","name":"MuQiang","avatar":"https://static.tigerbbs.com/56507682bf02e3d4d4736991c94911c4","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3541915452655317","idStr":"3541915452655317"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607438891","repostId":"607405948","repostType":1,"repost":{"id":607405948,"gmtCreate":1639574408487,"gmtModify":1712333856013,"author":{"id":"4101530395377610","authorId":"4101530395377610","name":"Bit Origin","avatar":"https://static.tigerbbs.com/faac1d1930f41c64a5c982496faf1df0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101530395377610","idStr":"4101530395377610"},"themes":[],"title":"香态食品股价盘前上涨,新增业务板块为其股价上涨注入动力","htmlText":"在2021年12月15日纳斯达克交易开始之前,中国香态食品有限公司(纳斯达克代码“PLIN”)股价上涨8.73%,价格升至$2.74。 2021年12月15日,公司宣布增加新的业务板块以增强公司未来盈利能力,即从事区块链以及衍生服务并购入相关资产。本月稍早时,公司宣布任命资深经济学家兼区块链资深学者Erick W. Rengifo博士为首席战略官和董事,任命资产管理专家Li Jiaming博士为总裁,任命区块链行业专家Mr. Jiang为首席运营官。 本次公司新业务拓展以及管理层任命的消息,为其股价的上涨注入了动力。 香态食品宣布开始布局区块链产业 香态食品于2021年11月24日宣布完成1650万美元注册定向增发,其中一部分所得净款项用于开拓新业务。今天公司宣布已通过其加拿大子公司向当地公司购买协议购入价值约700万美元资产,本次资产将在北美进行布局,这条新业务线预计将为公司带来约 620万美元的收入以及440万美元的毛利润,将大大提高公司盈利能力。 公司首席战略官 Erick Rengifo博士表示:“在我们的农业业务充满挑战的环境中,在我们的新投资者、新加入的高管和对新兴市场机会的深入研究的鼓励下,我们采取了战略举措,发展区块链技术。我们相信新技术发展的可能性和长期价值是对我们农业业务的完美补充。我们一直在积极与行业龙头讨论长期和深入的合作伙伴关系,并期望创造健康和互利的商业模式。我们将继续研究区块链技术及其应用,来加速公司的增长和多元化发展。 公司管理层表示该公司做出的战略决定将继续夯实我们的投资者基础,并从资本市场获得更多的吸引力。 关于中国香态食品有限公司 中国香态食品有限公司总部位于中国重庆,以多元化的扩张战略从事农业业务,包括投资新兴技术。如需更多信息,请访问 https://irplin.com 相关新闻:","listText":"在2021年12月15日纳斯达克交易开始之前,中国香态食品有限公司(纳斯达克代码“PLIN”)股价上涨8.73%,价格升至$2.74。 2021年12月15日,公司宣布增加新的业务板块以增强公司未来盈利能力,即从事区块链以及衍生服务并购入相关资产。本月稍早时,公司宣布任命资深经济学家兼区块链资深学者Erick W. Rengifo博士为首席战略官和董事,任命资产管理专家Li Jiaming博士为总裁,任命区块链行业专家Mr. Jiang为首席运营官。 本次公司新业务拓展以及管理层任命的消息,为其股价的上涨注入了动力。 香态食品宣布开始布局区块链产业 香态食品于2021年11月24日宣布完成1650万美元注册定向增发,其中一部分所得净款项用于开拓新业务。今天公司宣布已通过其加拿大子公司向当地公司购买协议购入价值约700万美元资产,本次资产将在北美进行布局,这条新业务线预计将为公司带来约 620万美元的收入以及440万美元的毛利润,将大大提高公司盈利能力。 公司首席战略官 Erick Rengifo博士表示:“在我们的农业业务充满挑战的环境中,在我们的新投资者、新加入的高管和对新兴市场机会的深入研究的鼓励下,我们采取了战略举措,发展区块链技术。我们相信新技术发展的可能性和长期价值是对我们农业业务的完美补充。我们一直在积极与行业龙头讨论长期和深入的合作伙伴关系,并期望创造健康和互利的商业模式。我们将继续研究区块链技术及其应用,来加速公司的增长和多元化发展。 公司管理层表示该公司做出的战略决定将继续夯实我们的投资者基础,并从资本市场获得更多的吸引力。 关于中国香态食品有限公司 中国香态食品有限公司总部位于中国重庆,以多元化的扩张战略从事农业业务,包括投资新兴技术。如需更多信息,请访问 https://irplin.com 相关新闻:","text":"在2021年12月15日纳斯达克交易开始之前,中国香态食品有限公司(纳斯达克代码“PLIN”)股价上涨8.73%,价格升至$2.74。 2021年12月15日,公司宣布增加新的业务板块以增强公司未来盈利能力,即从事区块链以及衍生服务并购入相关资产。本月稍早时,公司宣布任命资深经济学家兼区块链资深学者Erick W. Rengifo博士为首席战略官和董事,任命资产管理专家Li Jiaming博士为总裁,任命区块链行业专家Mr. Jiang为首席运营官。 本次公司新业务拓展以及管理层任命的消息,为其股价的上涨注入了动力。 香态食品宣布开始布局区块链产业 香态食品于2021年11月24日宣布完成1650万美元注册定向增发,其中一部分所得净款项用于开拓新业务。今天公司宣布已通过其加拿大子公司向当地公司购买协议购入价值约700万美元资产,本次资产将在北美进行布局,这条新业务线预计将为公司带来约 620万美元的收入以及440万美元的毛利润,将大大提高公司盈利能力。 公司首席战略官 Erick Rengifo博士表示:“在我们的农业业务充满挑战的环境中,在我们的新投资者、新加入的高管和对新兴市场机会的深入研究的鼓励下,我们采取了战略举措,发展区块链技术。我们相信新技术发展的可能性和长期价值是对我们农业业务的完美补充。我们一直在积极与行业龙头讨论长期和深入的合作伙伴关系,并期望创造健康和互利的商业模式。我们将继续研究区块链技术及其应用,来加速公司的增长和多元化发展。 公司管理层表示该公司做出的战略决定将继续夯实我们的投资者基础,并从资本市场获得更多的吸引力。 关于中国香态食品有限公司 中国香态食品有限公司总部位于中国重庆,以多元化的扩张战略从事农业业务,包括投资新兴技术。如需更多信息,请访问 https://irplin.com 相关新闻:","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607405948","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365021401,"gmtCreate":1614681258303,"gmtModify":1703479777998,"author":{"id":"3541915452655317","authorId":"3541915452655317","name":"MuQiang","avatar":"https://static.tigerbbs.com/56507682bf02e3d4d4736991c94911c4","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3541915452655317","idStr":"3541915452655317"},"themes":[],"htmlText":"[开心] 我只能好巧你推的股票我都买了 每股极光 A股柴维动力","listText":"[开心] 我只能好巧你推的股票我都买了 每股极光 A股柴维动力","text":"[开心] 我只能好巧你推的股票我都买了 每股极光 A股柴维动力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365021401","repostId":"2116638815","repostType":2,"repost":{"id":"2116638815","pubTimestamp":1614644700,"share":"https://www.laohu8.com/m/news/2116638815?lang=&edition=full","pubTime":"2021-03-02 08:25","market":"hk","language":"zh","title":"天风证券:21年重卡行业销量或再超预期,继续受益盈利及估值双升,推荐潍柴动力(02338)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2116638815","media":"智通财经网","summary":"21年重卡行业销量或再次超出市场预期,板块内标的有望继续受益预期差的修复带来的盈利和估值双升。","content":"<html><body><article> <p><strong>本文源自 微信公众号“风研汽车”。</strong></p><p><strong>事件</strong></p><p>根据第一商用车网数据,2月重卡行业预计销量超过11万辆,同比大幅增长约200%,符合市场预期。</p><p><strong>点评</strong></p><p><strong>2月重卡行业销量同比大增,符合市场预期:</strong></p><p>(1)去年2月由于疫情影响,重卡行业产销基本上都接近停滞的状态,销量基数很低,只有3.8万辆的销量;</p><p>(2)从去年4月份以来,重卡行业需求一直很旺盛,社会物流运输需求持续增长,截止到今年1月份,行业已经连续10个月创了历史单月新高,今年2月份是连续第11个月创历史销量新高;</p><p>(3)今年7月份重卡将全面切换国六,上半年销量对全年的影响更为重要,因此各家企业的铺货力度较大。</p><p><strong>对3月和全年的展望:</strong></p><p>伴随着旺季的到来,3月份重卡销量有望超越历史月度销量记录(去年4月份的19.1万辆)。</p><p>全年来看,我们维持21年重卡行业销量150万辆的预期。分季度来看,21年Q1由于20年疫情影响下带来的低基数,行业有望同比大幅增长,同时由于7月重卡将全面切换国六,部分Q3的需求或提前在Q2释放,因此行业Q2大概率也保持高景气度。</p><p><strong>投资建议</strong></p><p>21年重卡行业销量或再次超出市场预期,板块内标的有望继续受益预期差的修复带来的盈利和估值双升。继续推荐重卡行业龙头<strong><a href=\"https://laohu8.com/S/000338\">潍柴动力</a>(02338)</strong>、治理改善的<strong><a href=\"https://laohu8.com/S/000951\">中国重汽</a>A/H(03808)</strong>、布局空气悬架的重卡曲轴龙头<strong><a href=\"https://laohu8.com/S/002283\">天润工业</a></strong>、受益国六升级的<strong><a href=\"https://laohu8.com/S/000581\">威孚高科</a></strong>、整车龙头<strong><a href=\"https://laohu8.com/S/000800\">一汽解放</a></strong>。</p><p><strong>风险提示</strong></p><p>宏观经济恢复不及预期,物流运输需求下滑风险,运输结构变化风险</p><p><strong>重点标的推荐</strong></p><p><strong><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644721731076.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644721731076.png\"/></strong></p><p><strong>数据图表</strong></p><p><strong>1</strong><strong>总量</strong></p><p><strong><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644738891536.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644738891536.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644742852177.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644742852177.png\"/></strong></p><p><strong>2</strong><strong>分类数据</strong></p><p>(最新分类数据截止到21年1月)</p><p><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644784283595.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644784283595.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644787109419.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644787109419.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644790986290.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644790986290.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644793216532.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644793216532.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644796310401.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644796310401.png\"/></p><p><strong>3</strong><strong>行业相关数据</strong></p><p><strong>3.1 宏观</strong></p><p><strong><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644820346976.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644820346976.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644823525490.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644823525490.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644826377292.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644826377292.png\"/></strong></p><p><strong>3.2 工程重卡相关数据</strong></p><p><strong><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644842618903.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644842618903.png\"/><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644846244394.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644846244394.png\"/></strong></p><p><strong>3.3 物流重卡相关数据</strong></p><p><strong><img src=\"https://img.zhitongcaijing.com/image/20210302/1614644859679368.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1614644859679368.png\"/></strong></p><p><strong>4</strong><strong>风险提示</strong></p><p>宏观经济恢复不及预期,物流运输需求下滑风险,运输结构变化风险</p><p>(编辑:赵锦彬)</p> </article></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2021-03-02 08:25 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/419872.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文源自 微信公众号“风研汽车”。事件根据第一商用车网数据,2月重卡行业预计销量超过11万辆,同比大幅增长约200%,符合市场预期。点评2月重卡行业销量同比大增,符合市场预期:(1)去年2月由于疫情影响,重卡行业产销基本上都接近停滞的状态,销量基数很低,只有3.8万辆的销量;(2)从去年4月份以来,重卡行业需求一直很旺盛,社会物流运输需求持续增长,截止到今年1月份,行业已经连续10个月创了历史单月...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/419872.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20210302/20210302082829_15987.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/419872.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2116638815","content_text":"本文源自 微信公众号“风研汽车”。事件根据第一商用车网数据,2月重卡行业预计销量超过11万辆,同比大幅增长约200%,符合市场预期。点评2月重卡行业销量同比大增,符合市场预期:(1)去年2月由于疫情影响,重卡行业产销基本上都接近停滞的状态,销量基数很低,只有3.8万辆的销量;(2)从去年4月份以来,重卡行业需求一直很旺盛,社会物流运输需求持续增长,截止到今年1月份,行业已经连续10个月创了历史单月新高,今年2月份是连续第11个月创历史销量新高;(3)今年7月份重卡将全面切换国六,上半年销量对全年的影响更为重要,因此各家企业的铺货力度较大。对3月和全年的展望:伴随着旺季的到来,3月份重卡销量有望超越历史月度销量记录(去年4月份的19.1万辆)。全年来看,我们维持21年重卡行业销量150万辆的预期。分季度来看,21年Q1由于20年疫情影响下带来的低基数,行业有望同比大幅增长,同时由于7月重卡将全面切换国六,部分Q3的需求或提前在Q2释放,因此行业Q2大概率也保持高景气度。投资建议21年重卡行业销量或再次超出市场预期,板块内标的有望继续受益预期差的修复带来的盈利和估值双升。继续推荐重卡行业龙头潍柴动力(02338)、治理改善的中国重汽A/H(03808)、布局空气悬架的重卡曲轴龙头天润工业、受益国六升级的威孚高科、整车龙头一汽解放。风险提示宏观经济恢复不及预期,物流运输需求下滑风险,运输结构变化风险重点标的推荐数据图表1总量2分类数据(最新分类数据截止到21年1月)3行业相关数据3.1 宏观3.2 工程重卡相关数据3.3 物流重卡相关数据4风险提示宏观经济恢复不及预期,物流运输需求下滑风险,运输结构变化风险(编辑:赵锦彬)","news_type":1},"isVote":1,"tweetType":1,"viewCount":2983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365029667,"gmtCreate":1614680979059,"gmtModify":1703479774237,"author":{"id":"3541915452655317","authorId":"3541915452655317","name":"MuQiang","avatar":"https://static.tigerbbs.com/56507682bf02e3d4d4736991c94911c4","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3541915452655317","idStr":"3541915452655317"},"themes":[],"htmlText":"这种新闻才是割韭菜","listText":"这种新闻才是割韭菜","text":"这种新闻才是割韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365029667","repostId":"2116925598","repostType":2,"repost":{"id":"2116925598","pubTimestamp":1614679199,"share":"https://www.laohu8.com/m/news/2116925598?lang=&edition=full","pubTime":"2021-03-02 17:59","market":"us","language":"zh","title":"天风发布研究报告,极光(JG.US)股价有巨大上升空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2116925598","media":"格隆汇","summary":"格隆汇3月2日丨天风证券今日发布研报称,极光(JG.US)增值服务Saas受更多加入极光联盟的APP数量驱动设备数量增长,从而推动算法模型优化,同时支持广告显示功能的设备数量增量有利于不同类型广告主数量及广告填充率提升,再通过广告主多样化的扩张和算法持续优化来提升eCPM。开发者服务公司推出更多产品包括最新的短视频功能挖掘更多的APP付费客户,提升老客户留存率,通过产品驱动ARPU提升极光订阅服务和行业应用的高速增长。Saas行业估值持续提升,容联云上市等进一步催化美股Saas类公司关注度,公司当前 21年PS约为10.9x,与Saas行业平均估值19.29x仍有明显差异,建议关注。","content":"<html><body><p>格隆汇3月2日丨<a href=\"https://laohu8.com/S/601162\">天风证券</a>今日发布研报称,<a href=\"https://laohu8.com/S/JG\">极光</a>(JG.US)增值服务Saas受更多加入极光联盟的APP数量驱动设备数量增长,从而推动算法模型优化,同时支持广告显示功能的设备数量增量有利于不同类型广告主数量及广告填充率提升,再通过广告主多样化的扩张和算法持续优化来提升eCPM。开发者服务公司推出更多产品包括最新的短视频功能挖掘更多的APP付费客户,提升老客户留存率,通过产品驱动ARPU提升极光订阅服务和行业应用的高速增长。Saas行业估值持续提升,<a href=\"https://laohu8.com/S/RAAS\">容联云</a>上市等进一步催化美股Saas类公司关注度,公司当前 21年PS约为10.9x,与Saas行业平均估值19.29x仍有明显差异,建议关注。</p></body></html>","source":"stock_gelonghui","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2021-03-02 17:59 北京时间 <a href=https://www.gelonghui.com/news/detail.html?id=490420><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇3月2日丨天风证券今日发布研报称,极光(JG.US)增值服务Saas受更多加入极光联盟的APP数量驱动设备数量增长,从而推动算法模型优化,同时支持广告显示功能的设备数量增量有利于不同类型广告主数量及广告填充率提升,再通过广告主多样化的扩张和算法持续优化来提升eCPM。开发者服务公司推出更多产品包括最新的短视频功能挖掘更多的APP付费客户,提升老客户留存率,通过产品驱动ARPU提升极光订阅服务...</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=490420\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c88b81184797cb7fce16c5e5f3756c5","relate_stocks":{"JG":"极光"},"source_url":"https://www.gelonghui.com/news/detail.html?id=490420","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116925598","content_text":"格隆汇3月2日丨天风证券今日发布研报称,极光(JG.US)增值服务Saas受更多加入极光联盟的APP数量驱动设备数量增长,从而推动算法模型优化,同时支持广告显示功能的设备数量增量有利于不同类型广告主数量及广告填充率提升,再通过广告主多样化的扩张和算法持续优化来提升eCPM。开发者服务公司推出更多产品包括最新的短视频功能挖掘更多的APP付费客户,提升老客户留存率,通过产品驱动ARPU提升极光订阅服务和行业应用的高速增长。Saas行业估值持续提升,容联云上市等进一步催化美股Saas类公司关注度,公司当前 21年PS约为10.9x,与Saas行业平均估值19.29x仍有明显差异,建议关注。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365087598,"gmtCreate":1614679889114,"gmtModify":1703479756964,"author":{"id":"3541915452655317","authorId":"3541915452655317","name":"MuQiang","avatar":"https://static.tigerbbs.com/56507682bf02e3d4d4736991c94911c4","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3541915452655317","idStr":"3541915452655317"},"themes":[],"title":"极光","htmlText":"<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a><a target=\"_blank\" href=\"https://laohu8.com/U/3471437262956953\">@瀚海阑干百丈冰</a> 评论给你链接 顺便大家看看","listText":"<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a><a target=\"_blank\" href=\"https://laohu8.com/U/3471437262956953\">@瀚海阑干百丈冰</a> 评论给你链接 顺便大家看看","text":"$极光(JG)$@瀚海阑干百丈冰 评论给你链接 顺便大家看看","images":[{"img":"https://static.tigerbbs.com/2f724c026905d59a2a4b524e1166d73f"},{"img":"https://static.tigerbbs.com/51029553ee445ef1e75f4c7d4ea1feb5"},{"img":"https://static.tigerbbs.com/96897bdced27d04c049cf42ad442e210"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/365087598","isVote":1,"tweetType":1,"viewCount":5218,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492139825461977","authorId":"3492139825461977","name":"放长线钓大鱼吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3492139825461977","idStr":"3492139825461977"},"content":"你买入什么价?","text":"你买入什么价?","html":"你买入什么价?"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":365038688,"gmtCreate":1614677416444,"gmtModify":1703479719356,"author":{"id":"3541915452655317","authorId":"3541915452655317","name":"MuQiang","avatar":"https://static.tigerbbs.com/56507682bf02e3d4d4736991c94911c4","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3541915452655317","idStr":"3541915452655317"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JG\">$极光(JG)$</a> 利好就要买,利空就买 你们最起码研究一下基本的信息。 看的我都要无语了,你觉得资本怎么赚钱,你抛他买 ,你买他抛的一个关系。3.4号马上财报了,赌不赌不存在。天天发合作,这个签单应该不少把,而且还是大公司。 你们应该去极光的官网看一下 看的论坛,以及他客服回复论坛的疑问的速度。他内部已经做出来一个和抖音一模一样的抖音,按照抖音海外版的增长速度,以及海外这种模式的互联网公司基本很少。他的海外签单会少吗?有需求才有市场,所以长期看涨,短期看财报。大涨看资本。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JG\">$极光(JG)$</a> 利好就要买,利空就买 你们最起码研究一下基本的信息。 看的我都要无语了,你觉得资本怎么赚钱,你抛他买 ,你买他抛的一个关系。3.4号马上财报了,赌不赌不存在。天天发合作,这个签单应该不少把,而且还是大公司。 你们应该去极光的官网看一下 看的论坛,以及他客服回复论坛的疑问的速度。他内部已经做出来一个和抖音一模一样的抖音,按照抖音海外版的增长速度,以及海外这种模式的互联网公司基本很少。他的海外签单会少吗?有需求才有市场,所以长期看涨,短期看财报。大涨看资本。","text":"$极光(JG)$ 利好就要买,利空就买 你们最起码研究一下基本的信息。 看的我都要无语了,你觉得资本怎么赚钱,你抛他买 ,你买他抛的一个关系。3.4号马上财报了,赌不赌不存在。天天发合作,这个签单应该不少把,而且还是大公司。 你们应该去极光的官网看一下 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href=\"https://laohu8.com/S/JG\">$极光(JG)$</a> 我居然被拜登阴了[null][鼓掌] [鼓掌] [鼓掌] ","listText":"<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a> 我居然被拜登阴了[null][鼓掌] [鼓掌] [鼓掌] ","text":"$极光(JG)$ 我居然被拜登阴了[null][鼓掌] [鼓掌] [鼓掌]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":36,"repostSize":0,"link":"https://laohu8.com/post/366141972","repostId":"1151349460","repostType":4,"isVote":1,"tweetType":1,"viewCount":5218,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573212809260326","authorId":"3573212809260326","name":"虚心求教","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3573212809260326","idStr":"3573212809260326"},"content":"感觉跟极光没啥关系呀。 [笑哭] 这不是全靠庄稼拉吗?","text":"感觉跟极光没啥关系呀。 [笑哭] 这不是全靠庄稼拉吗?","html":"感觉跟极光没啥关系呀。 [笑哭] 这不是全靠庄稼拉吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368586171,"gmtCreate":1614338224793,"gmtModify":1703476569917,"author":{"id":"3541915452655317","authorId":"3541915452655317","name":"MuQiang","avatar":"https://static.tigerbbs.com/56507682bf02e3d4d4736991c94911c4","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3541915452655317","idStr":"3541915452655317"},"themes":[],"htmlText":"应为启大大也跌了//<a href=\"https://laohu8.com/U/3568167237820276\">@HHH888</a>: <a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a>利好不断,就是不赚[流泪] [流泪] ","listText":"应为启大大也跌了//<a href=\"https://laohu8.com/U/3568167237820276\">@HHH888</a>: <a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a>利好不断,就是不赚[流泪] [流泪] ","text":"应为启大大也跌了//@HHH888: $极光(JG)$利好不断,就是不赚[流泪] [流泪]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/368586171","repostId":"2114373303","repostType":2,"repost":{"id":"2114373303","pubTimestamp":1614324227,"share":"https://www.laohu8.com/m/news/2114373303?lang=&edition=full","pubTime":"2021-02-26 15:23","market":"us","language":"zh","title":"极光(JG.US)携手全球时尚购物平台FARFETCH发发奇,技术创新赋能数字化新零售","url":"https://stock-news.laohu8.com/highlight/detail?id=2114373303","media":"格隆汇","summary":"近日,中国领先的移动开发者服务提供商极光宣布与全球时尚购物平台FARFETCH发发奇在智能用户运营等领域达成合作。FARFETCH发发奇是2007年成立的一家全球时尚购物平台,出售来自全球50多个国家,超过3000个品牌。选择极光作为合作伙伴,体现了以FARFETCH发发奇为代表的头部全球购物平台对极光服务能力的高度认可及技术实力的信赖。","content":"<html><body><article><p>近日,中国领先的移动开发者服务提供商<strong><a href=\"https://laohu8.com/S/JG\">极光</a>(Aurora Mobile, 纳斯达克股票代码:JG)</strong>宣布与全球时尚购物平台<strong>FARFETCH发发奇(NYSE:FTCH)</strong>在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>用户运营等领域达成合作。双方将优势互补,合作共赢,基于FARFETCH发发奇精品零售与客户服务方面的卓越经验,借助极光的数字创新与<span>技术优势</span>实现进一步的优化整合,为用户带来无与伦比的体验。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210226152352944v173bw2i4go7jj1\"/><p>FARFETCH发发奇是2007年成立的一家全球时尚购物平台,出售来自全球50多个国家,超过3000个品牌。其供货合作伙伴超过1300个,包含品牌直供,买手店,高端百货的优质货源。除了奢侈品电商业务,FARFETCH发发奇还为品牌及零售商提供电商解决方案、为线下店铺数字化及新零售技术提供解决方案,并拥有自己的潮流品牌矩阵。</p><p>合作达成后,极光将通过由人工智能及机器学习技术加持下的推送技术及运营数据分析处理能力,助力发发奇打造个性化智慧营销零售体验,结合诚挚贴心的发发奇用户服务,强强联合,让顾客享受到更精准高效的服务,呈献更加卓越的用户体验。<strong>选择极光作为合作伙伴,体现了以FARFETCH发发奇为代表的头部全球购物平台对极光服务能力的高度认可及技术实力的信赖。</strong></p><p>极光成立于2011年,是中国领先的移动开发者服务提供商,始终秉承“以开发者为中心”的战略导向,先后推出消息推送、一键认证、即时通讯、统计分析、流量变现(极光联盟)、极光VaaS、极光UMS等服务。同时,极光通过人工智能技术构建数据处理平台,致力于向客户提供一站式、多样化的大数据服务解决方案,助力各行业客户提高运营效率,实现量化决策。近期,极光与<a href=\"https://laohu8.com/S/000001\">平安银行</a>、<a href=\"https://laohu8.com/S/LFC\">中国人寿</a>数据中心、墨迹天气、WiFi万能钥匙、莉莉丝游戏、每日优鲜、一起作业、北京联通、东风新能源等金融、保险、天气、上网平台、游戏、生鲜、教育、通信、新能源等多个行业的头部平台在用户增长、用户体验优化、流量价值提升等方面达成重要合作。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>极光(JG.US)携手全球时尚购物平台FARFETCH发发奇,技术创新赋能数字化新零售</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102261523537d36ce08&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6696a7804fc125e32c38f848d97c02f7","relate_stocks":{"JG":"极光"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102261523537d36ce08&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2114373303","content_text":"近日,中国领先的移动开发者服务提供商极光(Aurora Mobile, 纳斯达克股票代码:JG)宣布与全球时尚购物平台FARFETCH发发奇(NYSE:FTCH)在智能用户运营等领域达成合作。双方将优势互补,合作共赢,基于FARFETCH发发奇精品零售与客户服务方面的卓越经验,借助极光的数字创新与技术优势实现进一步的优化整合,为用户带来无与伦比的体验。FARFETCH发发奇是2007年成立的一家全球时尚购物平台,出售来自全球50多个国家,超过3000个品牌。其供货合作伙伴超过1300个,包含品牌直供,买手店,高端百货的优质货源。除了奢侈品电商业务,FARFETCH发发奇还为品牌及零售商提供电商解决方案、为线下店铺数字化及新零售技术提供解决方案,并拥有自己的潮流品牌矩阵。合作达成后,极光将通过由人工智能及机器学习技术加持下的推送技术及运营数据分析处理能力,助力发发奇打造个性化智慧营销零售体验,结合诚挚贴心的发发奇用户服务,强强联合,让顾客享受到更精准高效的服务,呈献更加卓越的用户体验。选择极光作为合作伙伴,体现了以FARFETCH发发奇为代表的头部全球购物平台对极光服务能力的高度认可及技术实力的信赖。极光成立于2011年,是中国领先的移动开发者服务提供商,始终秉承“以开发者为中心”的战略导向,先后推出消息推送、一键认证、即时通讯、统计分析、流量变现(极光联盟)、极光VaaS、极光UMS等服务。同时,极光通过人工智能技术构建数据处理平台,致力于向客户提供一站式、多样化的大数据服务解决方案,助力各行业客户提高运营效率,实现量化决策。近期,极光与平安银行、中国人寿数据中心、墨迹天气、WiFi万能钥匙、莉莉丝游戏、每日优鲜、一起作业、北京联通、东风新能源等金融、保险、天气、上网平台、游戏、生鲜、教育、通信、新能源等多个行业的头部平台在用户增长、用户体验优化、流量价值提升等方面达成重要合作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":4293,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570597642854875","authorId":"3570597642854875","name":"豆豆D","avatar":"https://static.tigerbbs.com/95f94a237ef9145e903b53d9e7ed8a9c","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3570597642854875","idStr":"3570597642854875"},"content":"我被吓跑了,美股不对劲呀","text":"我被吓跑了,美股不对劲呀","html":"我被吓跑了,美股不对劲呀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363336996,"gmtCreate":1614093278415,"gmtModify":1614093278415,"author":{"id":"3541915452655317","authorId":"3541915452655317","name":"MuQiang","avatar":"https://static.tigerbbs.com/56507682bf02e3d4d4736991c94911c4","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3541915452655317","idStr":"3541915452655317"},"themes":[],"htmlText":"<a 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先说一下为什么买美股A股的市场没赚到钱并且不了解国内的老企业,信息差没有任何优势我不知道大家买股票是不是都是应为听到了巴菲特的传奇人身,以及他的神奇收入,没错我就被巴菲特老爷子营销了。先说一下第一次想进美股的冲动,还记得哪一年强哥在应为某些事情导致京东估价大跌,我在内个时候觉得这是一个抄底的机会,应为身处三四线城市对信息了解确实落后,当时还天真的以为,要去美国才能买到京东的股票。不过后来确实是个笑话。再说一下为什么当时觉得京东是个抄底的好时机,其实很简单京东我认为是一个体系非常好的公司,内部运营非常好。(互联网信息了解)我认为强哥这件事情属于一个男人正常生理需求,但并不影响公司的整体运作。之前强哥的采访,我记得是刘强东去国外修炼,把公司交给了团队运作而且结果也很完美。所以就这一个简单的道理,我猜对了但是并没有去做。很后悔说实话我确实很看好京东现在也依旧看好。到了19年偶然的情况下了解到了蔚来,而且我对蔚来的理解还停留在老百姓的口中电动车不好不稳定续航不行。然后我就好奇的打开了百度查阅了一番斌哥的资料,发现斌哥是经常逆风翻盘的人。我就坚信斌哥内心肯定非常强大。人对了,那就接下查阅资料看蔚来的产品。说实话我看不懂[喷血] ,然后对车的理解也只能停留到多少钱,内饰什么样子,百公里加速,这些基本的知识。后来开始看车评,我记得当时有一条视频让我确定要买蔚来的股票。我记得当时斌哥不知道是吹皮,还是真的。我看到了车主说:在高速公路出了事故,蔚来的客服一直在路上打电话帮我解决问题,其实我挺感谢人家,没别的意思我给蔚来做了广告。 应为这个视频我觉得斌哥的服务已经做到了极致。这才大家想要的公司,当时","text":"$蔚来(NIO)$分享一下一个没有任何经验做到年回报率200% 先说一下为什么买美股A股的市场没赚到钱并且不了解国内的老企业,信息差没有任何优势我不知道大家买股票是不是都是应为听到了巴菲特的传奇人身,以及他的神奇收入,没错我就被巴菲特老爷子营销了。先说一下第一次想进美股的冲动,还记得哪一年强哥在应为某些事情导致京东估价大跌,我在内个时候觉得这是一个抄底的机会,应为身处三四线城市对信息了解确实落后,当时还天真的以为,要去美国才能买到京东的股票。不过后来确实是个笑话。再说一下为什么当时觉得京东是个抄底的好时机,其实很简单京东我认为是一个体系非常好的公司,内部运营非常好。(互联网信息了解)我认为强哥这件事情属于一个男人正常生理需求,但并不影响公司的整体运作。之前强哥的采访,我记得是刘强东去国外修炼,把公司交给了团队运作而且结果也很完美。所以就这一个简单的道理,我猜对了但是并没有去做。很后悔说实话我确实很看好京东现在也依旧看好。到了19年偶然的情况下了解到了蔚来,而且我对蔚来的理解还停留在老百姓的口中电动车不好不稳定续航不行。然后我就好奇的打开了百度查阅了一番斌哥的资料,发现斌哥是经常逆风翻盘的人。我就坚信斌哥内心肯定非常强大。人对了,那就接下查阅资料看蔚来的产品。说实话我看不懂[喷血] ,然后对车的理解也只能停留到多少钱,内饰什么样子,百公里加速,这些基本的知识。后来开始看车评,我记得当时有一条视频让我确定要买蔚来的股票。我记得当时斌哥不知道是吹皮,还是真的。我看到了车主说:在高速公路出了事故,蔚来的客服一直在路上打电话帮我解决问题,其实我挺感谢人家,没别的意思我给蔚来做了广告。 应为这个视频我觉得斌哥的服务已经做到了极致。这才大家想要的公司,当时","images":[{"img":"https://static.tigerbbs.com/10fbfc24569127bcc55095e3198e3879","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":18,"commentSize":26,"repostSize":4,"link":"https://laohu8.com/post/315941028","isVote":1,"tweetType":1,"viewCount":13268,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557386397650373","authorId":"3557386397650373","name":"张鹏娟","avatar":"https://static.tigerbbs.com/0299be9c4ab5787f00e70218200d44bb","crmLevel":1,"crmLevelSwitch":0,"idStr":"3557386397650373","authorIdStr":"3557386397650373"},"content":"以前没发现你文采这么好,说的还挺清楚的,老公你最棒😘","text":"以前没发现你文采这么好,说的还挺清楚的,老公你最棒😘","html":"以前没发现你文采这么好,说的还挺清楚的,老公你最棒😘"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":366141972,"gmtCreate":1614418990696,"gmtModify":1703477452286,"author":{"id":"3541915452655317","authorId":"3541915452655317","name":"MuQiang","avatar":"https://static.tigerbbs.com/56507682bf02e3d4d4736991c94911c4","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3541915452655317","authorIdStr":"3541915452655317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a> 我居然被拜登阴了[null][鼓掌] [鼓掌] [鼓掌] ","listText":"<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a> 我居然被拜登阴了[null][鼓掌] [鼓掌] [鼓掌] ","text":"$极光(JG)$ 我居然被拜登阴了[null][鼓掌] [鼓掌] [鼓掌]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":36,"repostSize":0,"link":"https://laohu8.com/post/366141972","repostId":"1151349460","repostType":4,"isVote":1,"tweetType":1,"viewCount":5218,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573212809260326","authorId":"3573212809260326","name":"虚心求教","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3573212809260326","authorIdStr":"3573212809260326"},"content":"感觉跟极光没啥关系呀。 [笑哭] 这不是全靠庄稼拉吗?","text":"感觉跟极光没啥关系呀。 [笑哭] 这不是全靠庄稼拉吗?","html":"感觉跟极光没啥关系呀。 [笑哭] 这不是全靠庄稼拉吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385121043,"gmtCreate":1613524412682,"gmtModify":1613536805878,"author":{"id":"3541915452655317","authorId":"3541915452655317","name":"MuQiang","avatar":"https://static.tigerbbs.com/56507682bf02e3d4d4736991c94911c4","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3541915452655317","authorIdStr":"3541915452655317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a>看完声网还有容联云的财报我感觉200都不过分😂😂😂","listText":"<a 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[美金]","text":"别冲动,看好长远,稳定布局,逐步做T或分层建仓,坚守自己的交易网格,等肉吃! [美金]","html":"别冲动,看好长远,稳定布局,逐步做T或分层建仓,坚守自己的交易网格,等肉吃! [美金]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369144542,"gmtCreate":1614011023186,"gmtModify":1614068749557,"author":{"id":"3541915452655317","authorId":"3541915452655317","name":"MuQiang","avatar":"https://static.tigerbbs.com/56507682bf02e3d4d4736991c94911c4","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3541915452655317","authorIdStr":"3541915452655317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a>兄弟们加油,马上要熬出来了。极光该发光了,应该要又庄进来了[想吃] [想吃] [想吃] ","listText":"<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a>兄弟们加油,马上要熬出来了。极光该发光了,应该要又庄进来了[想吃] [想吃] [想吃] ","text":"$极光(JG)$兄弟们加油,马上要熬出来了。极光该发光了,应该要又庄进来了[想吃] [想吃] [想吃]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/369144542","isVote":1,"tweetType":1,"viewCount":3611,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493078634162771","authorId":"3493078634162771","name":"我要做镰刀","avatar":"https://static.tigerbbs.com/6365846faba6b598ce7c03c4b7c652b0","crmLevel":2,"crmLevelSwitch":1,"idStr":"3493078634162771","authorIdStr":"3493078634162771"},"content":"这……脑补啥呢 [捂脸] [捂脸]","text":"这……脑补啥呢 [捂脸] [捂脸]","html":"这……脑补啥呢 [捂脸] [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369262848,"gmtCreate":1614049032784,"gmtModify":1614076103936,"author":{"id":"3541915452655317","authorId":"3541915452655317","name":"MuQiang","avatar":"https://static.tigerbbs.com/56507682bf02e3d4d4736991c94911c4","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3541915452655317","authorIdStr":"3541915452655317"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a>按照目前这个跌发,最多跌到3.5 曲中就是4块钱左右的合理价位。可以去看一下快手和抖音现在的区别,还有就是快手假如下一个季度的财报给力。绝大部分是极光的功劳。 所以价值肯定是最明显的,而且声网的价值已经回落了,资金肯定会流向有价值的企业。还有一个叫巴菲特的护城河思维,你可以套用在极光上面理解,不容易更换,上手简单。 现在跌只是说明市场对saas 服务商的盈利模式有曲解,本来声网和容联云的财报没有极光好,反而市值不对等。还有极光的财报披露之后,你觉得按照12月份发的合作信息他的盈利有增长嘛,而且还有就是各位谁知道极光是怎么做业务的,我个人觉得极光业务是靠开发者相互推荐的,还有你们看看快手现在的版面和抖音的区别在哪里?假如快手下个季度财报给力,极光的业务你们觉得多还是少? 就是这里给大家说一下,盘前不要跟单。你们盘前跟单的应该大部分没有盈利。 应为中美有时差,而且换手率都看不到。 跟单自己要分析价格,不要盲目。 还有就是各位盘中才能知道这只股到底是涨还是跌。 说句实话我也希望极光跌,跌的越狠我可以拿的越多。人的本性人不为己。<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a>[愤怒] [愤怒] [愤怒] 这里希望大家好好分析!!!","listText":"<a href=\"https://laohu8.com/S/JG\">$极光(JG)$</a>按照目前这个跌发,最多跌到3.5 曲中就是4块钱左右的合理价位。可以去看一下快手和抖音现在的区别,还有就是快手假如下一个季度的财报给力。绝大部分是极光的功劳。 所以价值肯定是最明显的,而且声网的价值已经回落了,资金肯定会流向有价值的企业。还有一个叫巴菲特的护城河思维,你可以套用在极光上面理解,不容易更换,上手简单。 现在跌只是说明市场对saas 服务商的盈利模式有曲解,本来声网和容联云的财报没有极光好,反而市值不对等。还有极光的财报披露之后,你觉得按照12月份发的合作信息他的盈利有增长嘛,而且还有就是各位谁知道极光是怎么做业务的,我个人觉得极光业务是靠开发者相互推荐的,还有你们看看快手现在的版面和抖音的区别在哪里?假如快手下个季度财报给力,极光的业务你们觉得多还是少? 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