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东十里堡路之狼
无政府主义者
IP属地:北京
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东十里堡路之狼
01-06
$NVDA 20250131 140.0 CALL$
一直对的起我的只有达达和sky
东十里堡路之狼
01-06
$fuboTV Inc.(FUBO)$
韭菜就这样了。涨80多不敢120觉得还能回90多个点时候,现在220个点勇敢上车。等一周看看吧,反正才200股。万一回到过去了呢。
东十里堡路之狼
2024-12-20
$MSTR 20250321 320.0 PUT$
把1月3号的365转仓之后舒服多了
东十里堡路之狼
2024-12-19
$MSTR 20250103 365.0 PUT$
一觉起来山崩地裂,直接干到接盘成本附近。
东十里堡路之狼
2024-12-18
$英伟达(NVDA)$
要命,刚买了个观察仓就启动了
东十里堡路之狼
2024-12-16
$MSTR 20241220 380.0 PUT$
两周内已经做了4张sp 还是没接到,再这样真的只能直接追高了。白嫖了大概也有3000多刀。
东十里堡路之狼
2024-12-16
$TSLA 20250321 450.0 CALL$
做了个cc给自己上限卡死了。就剩下这3800刀了
东十里堡路之狼
2024-12-13
$特斯拉(TSLA)$
2个多的净卖出都能倒反天罡,牛逼
东十里堡路之狼
2024-12-12
Replying to
@请输入昵称已阅读
:AI公司的技术壁垒是数据。特斯拉的护城河是自动驾驶数据。换言之这玩意你也可以把它当AI应用端来炒。如果你就觉得它是个臭卖车的100都贵了。//
@请输入昵称已阅读
:这破玩意有啥技术壁垒吗?能和英伟达相比,//
@Ruosong
:别下车,当年半路下车英伟达的人后悔死了
东十里堡路之狼
2024-12-12
$MSTR 20241213 380.0 PUT$
估计得亲自上👋买了
东十里堡路之狼
2024-12-11
$Palantir Technologies Inc.(PLTR)$
很看好的一支,最大的问题是期权太便宜,没法用cc和sp车轮降低风险。所以只留了一股观察。
东十里堡路之狼
2024-12-11
$MSTR 20241213 380.0 PUT$
高位平了上一个sp落袋700,再尝试接盘
东十里堡路之狼
2024-12-11
$MSTR 20241213 360.0 PUT$
一点低位接盘机会都没给
东十里堡路之狼
2024-12-09
$特斯拉(TSLA)$
料想今天盘前和开盘应有多次抄底机会
东十里堡路之狼
2024-11-26
$RDDT 20241206 130.0 PUT$
红迪也该估值回归了
东十里堡路之狼
2024-11-20
$NVDA 20241122 135.0 PUT$
防御性策略总是让人心安
东十里堡路之狼
2024-11-18
$PLTR 20250117 35.0 PUT$
正着吃完反着吃
东十里堡路之狼
2024-11-15
$TSLA 20241122 340.0 CALL$
多了也不敢买,来一手致敬神车
东十里堡路之狼
2024-11-15
$Palantir Technologies Inc.(PLTR)$
是真的牛逼。财报没敢追高,一直到现在才进。还是买了20手腰斩价的期权保护。
东十里堡路之狼
2024-11-13
个人觉得短期400机会不大,年底之前如果有实质性的基本面利好或者更强力的消息面会上400。最近一两周主要是主要是调整,所以我才做sp,接到成本300附近的也不慌。接不到就白嫖点权利金。
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长期来看电动车市场的好是毋庸置疑的,但是我个人认为由于政策的导向这需要5到10年的发展,才能迎来行业的爆发期。这5到10年也是给各家新兴厂商打下根基的时间和老牌厂商转型的时间。因此我认为目前国内三家的股价很可能是国内的庄在想办法从资本市场拿钱反哺公司进一步扩张。 说了政策也要谈谈实际购买者的情况。目前市面上最多的新能源车还是那些补贴后价格不超过15万的车。诸如北汽新能源,广汽传奇的一些用油车直接改过来的电车,比亚迪的低端产品这些。诸如小鹏,蔚来,理想这类价格比肩BBA的产品从销量上表现出了符合豪华品牌的情况。这是因为大多数中国家庭的收入没有各位以为的那么高。以北京为例,年平均人均可支配收入不足7万。两口之家买蔚来需要花3年甚至更多。运气好的话钱攒够了,摇到号,买车。运气不好钱不够,号来了,要么贷款,要么取舍一番选了价格低些的产品。可能有人觉得这个例子不合理,认为很多人家里会出钱帮衬等,但是前提是他们不能有房贷。因此目前来说蔚来销量最多就是目前BBA的C级车销量的极限了。价格这块小鹏情况会好很多,但是一样面临和特斯拉的正面竞争。理想其实纯属蹭热度的,很多地方的政策都不给他算新能源。真要说泡沫那肯定是它最多了。 然后就是车辆使用的问题。目前国内城市的社区9成都存在停车难问题。小区车位设计的容积率能达到1的几乎不存在。如果买了电车更是清楚的感受到安装充电桩的难。因此很多拥有油车的家庭在换车时不太可能考虑油车换电车。这块市场很大但是没有一家企业有好办法吃下来。 最后就是补贴滑坡,新发新能源牌照可能持续减少,以及来自传统厂商的竞争了。 总之汽车市场是个很传统的市场,不会","listText":"很明显今年新能源车是站上了风口。4家车企上涨连带着开心汽车,小牛电动都疯了一波。用的来说看涨人士的意见是看好未来庞大的替代市场,因此得出估值不高的结论。看空的人会讲重资产行业的特性等方面。我要说的是另外一个方面的事。 长期来看电动车市场的好是毋庸置疑的,但是我个人认为由于政策的导向这需要5到10年的发展,才能迎来行业的爆发期。这5到10年也是给各家新兴厂商打下根基的时间和老牌厂商转型的时间。因此我认为目前国内三家的股价很可能是国内的庄在想办法从资本市场拿钱反哺公司进一步扩张。 说了政策也要谈谈实际购买者的情况。目前市面上最多的新能源车还是那些补贴后价格不超过15万的车。诸如北汽新能源,广汽传奇的一些用油车直接改过来的电车,比亚迪的低端产品这些。诸如小鹏,蔚来,理想这类价格比肩BBA的产品从销量上表现出了符合豪华品牌的情况。这是因为大多数中国家庭的收入没有各位以为的那么高。以北京为例,年平均人均可支配收入不足7万。两口之家买蔚来需要花3年甚至更多。运气好的话钱攒够了,摇到号,买车。运气不好钱不够,号来了,要么贷款,要么取舍一番选了价格低些的产品。可能有人觉得这个例子不合理,认为很多人家里会出钱帮衬等,但是前提是他们不能有房贷。因此目前来说蔚来销量最多就是目前BBA的C级车销量的极限了。价格这块小鹏情况会好很多,但是一样面临和特斯拉的正面竞争。理想其实纯属蹭热度的,很多地方的政策都不给他算新能源。真要说泡沫那肯定是它最多了。 然后就是车辆使用的问题。目前国内城市的社区9成都存在停车难问题。小区车位设计的容积率能达到1的几乎不存在。如果买了电车更是清楚的感受到安装充电桩的难。因此很多拥有油车的家庭在换车时不太可能考虑油车换电车。这块市场很大但是没有一家企业有好办法吃下来。 最后就是补贴滑坡,新发新能源牌照可能持续减少,以及来自传统厂商的竞争了。 总之汽车市场是个很传统的市场,不会","text":"很明显今年新能源车是站上了风口。4家车企上涨连带着开心汽车,小牛电动都疯了一波。用的来说看涨人士的意见是看好未来庞大的替代市场,因此得出估值不高的结论。看空的人会讲重资产行业的特性等方面。我要说的是另外一个方面的事。 长期来看电动车市场的好是毋庸置疑的,但是我个人认为由于政策的导向这需要5到10年的发展,才能迎来行业的爆发期。这5到10年也是给各家新兴厂商打下根基的时间和老牌厂商转型的时间。因此我认为目前国内三家的股价很可能是国内的庄在想办法从资本市场拿钱反哺公司进一步扩张。 说了政策也要谈谈实际购买者的情况。目前市面上最多的新能源车还是那些补贴后价格不超过15万的车。诸如北汽新能源,广汽传奇的一些用油车直接改过来的电车,比亚迪的低端产品这些。诸如小鹏,蔚来,理想这类价格比肩BBA的产品从销量上表现出了符合豪华品牌的情况。这是因为大多数中国家庭的收入没有各位以为的那么高。以北京为例,年平均人均可支配收入不足7万。两口之家买蔚来需要花3年甚至更多。运气好的话钱攒够了,摇到号,买车。运气不好钱不够,号来了,要么贷款,要么取舍一番选了价格低些的产品。可能有人觉得这个例子不合理,认为很多人家里会出钱帮衬等,但是前提是他们不能有房贷。因此目前来说蔚来销量最多就是目前BBA的C级车销量的极限了。价格这块小鹏情况会好很多,但是一样面临和特斯拉的正面竞争。理想其实纯属蹭热度的,很多地方的政策都不给他算新能源。真要说泡沫那肯定是它最多了。 然后就是车辆使用的问题。目前国内城市的社区9成都存在停车难问题。小区车位设计的容积率能达到1的几乎不存在。如果买了电车更是清楚的感受到安装充电桩的难。因此很多拥有油车的家庭在换车时不太可能考虑油车换电车。这块市场很大但是没有一家企业有好办法吃下来。 最后就是补贴滑坡,新发新能源牌照可能持续减少,以及来自传统厂商的竞争了。 总之汽车市场是个很传统的市场,不会","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":237,"commentSize":145,"repostSize":22,"link":"https://laohu8.com/post/307134048","isVote":1,"tweetType":1,"viewCount":49028,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562305965017251","authorId":"3562305965017251","name":"Spencer_2168","avatar":"https://static.tigerbbs.com/ef3fb745284811630fcbe06046ad9c2c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3562305965017251","authorIdStr":"3562305965017251"},"content":"肯定没买所以后悔莫及","text":"肯定没买所以后悔莫及","html":"肯定没买所以后悔莫及"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":926298476,"gmtCreate":1587115281495,"gmtModify":1704363341279,"author":{"id":"3542271111445617","authorId":"3542271111445617","name":"东十里堡路之狼","avatar":"https://static.tigerbbs.com/44c5e395d8abcedadbf53e8bde6519f5","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542271111445617","authorIdStr":"3542271111445617"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>下了790的空单。我觉得这个股不值他现在的价格。500倒是比较合理。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>下了790的空单。我觉得这个股不值他现在的价格。500倒是比较合理。","text":"$特斯拉(TSLA)$下了790的空单。我觉得这个股不值他现在的价格。500倒是比较合理。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":19,"repostSize":0,"link":"https://laohu8.com/post/926298476","isVote":1,"tweetType":1,"viewCount":2751,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465431517609033","authorId":"3465431517609033","name":"名侦探巴菲特","avatar":"https://static.tigerbbs.com/db276ba85a4522c13024de22b29a73fe","crmLevel":4,"crmLevelSwitch":0,"idStr":"3465431517609033","authorIdStr":"3465431517609033"},"content":"遗憾的是市场大多数时候就是价格不合理的","text":"遗憾的是市场大多数时候就是价格不合理的","html":"遗憾的是市场大多数时候就是价格不合理的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368941438251408,"gmtCreate":1731115074131,"gmtModify":1731312003579,"author":{"id":"3542271111445617","authorId":"3542271111445617","name":"东十里堡路之狼","avatar":"https://static.tigerbbs.com/44c5e395d8abcedadbf53e8bde6519f5","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542271111445617","authorIdStr":"3542271111445617"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$ </a><v-v data-views=\"0\"></v-v> 起飞吧,看你能狂欢几周。一旦风向变了就是捡钱的时候了","listText":"<a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$ </a><v-v data-views=\"0\"></v-v> 起飞吧,看你能狂欢几周。一旦风向变了就是捡钱的时候了","text":"$Destiny Tech100 Inc(DXYZ)$ 起飞吧,看你能狂欢几周。一旦风向变了就是捡钱的时候了","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/368941438251408","isVote":1,"tweetType":1,"viewCount":3814,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573215703788565","authorId":"3573215703788565","name":"sxf123456","avatar":"https://static.tigerbbs.com/84ddb11d831bbd34d59a4bc0e5691bf1","crmLevel":4,"crmLevelSwitch":0,"idStr":"3573215703788565","authorIdStr":"3573215703788565"},"content":"@东十里堡路之狼 你好,你觉得下周会转向吗,最高能涨到多少呢,今天就已经入场做空了,感觉很可怕,不知道要不要亏损平仓","text":"@东十里堡路之狼 你好,你觉得下周会转向吗,最高能涨到多少呢,今天就已经入场做空了,感觉很可怕,不知道要不要亏损平仓","html":"@东十里堡路之狼 你好,你觉得下周会转向吗,最高能涨到多少呢,今天就已经入场做空了,感觉很可怕,不知道要不要亏损平仓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146338207,"gmtCreate":1626053094009,"gmtModify":1626060869044,"author":{"id":"3542271111445617","authorId":"3542271111445617","name":"东十里堡路之狼","avatar":"https://static.tigerbbs.com/44c5e395d8abcedadbf53e8bde6519f5","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542271111445617","authorIdStr":"3542271111445617"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>从飞行高度来看,太空船2号确实差了点意思。但是在我看来除了这个全是优点。首先太空船2号可回收,发射难度和成本远低于能够入轨的火箭。其次用运输机发射的形式和飞机返回的形式既可以保证安全性也可以再技术进步后实现类似暴风雪号的入轨飞行。最后,不是每一个富豪都想挑战生与死,他们更多的要的是新奇体验。维珍的太空船2号提供了一种安全相对低价的体验形式。未来可能有很多小富阶层的人为了认识大佬让这25w一张的船票抢破头。就像竞拍巴菲特的一顿饭一样。总之太空旅行作为面向广大普通人的商业项目,安全,高效可能比飞行高度更重要。维珍已经证明了自己的安全性,后面只要再造上一架母船和一两架太空船,完全可以实现一天送上去十几二十个人。而高度是80还是100公里其实就是把发动机再升级一下就好了。毕竟都没出电离层呢,不存在技术鸿沟。","listText":"<a 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