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小多米爸

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2020-12-21

$理想汽车(LI)$理想上周末两天卖了1000来辆，估计这个月销量又要大幅度破纪录了

2020-12-16

**不通

抱歉，原内容已删除

2020-09-16

$金山云(KC)$获利跑了，上穿布林线，泰山压顶！止盈很重要

2020-09-11

$小米集团-W(01810)$23，这400多万单真是难消化啊

2020-07-07

2020/07/07 交易笔记 by 呦呵呵

富途亏了3个哦具体看路路卧槽，非得50个字，这踏马不让说话啊啊啊啊啊啊啊啊啊啊$富途控股(FUTU)$

2020/07/07 交易笔记 by 呦呵呵

2020-06-01

我们也没少定气吧

抱歉，原内容已删除

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18:04","market":"us","language":"zh","title":"年底北京的饭局不聊房，聊车","url":"https://stock-news.laohu8.com/highlight/detail?id=2091317876","media":"虎嗅","summary":"美丽新世界就在眼前，但电动车的股价先飞上了天","content":"<html><body><p><span label=\"备注\">本文来自微信公众号：</span><span>老talk消息（ID：laotalk）</span><span>，作者：老编辑1989，题图来自：<a href=\"https://laohu8.com/S/000681\">视觉中国</a></span></p><p>北京的房价趴窝了两年，到这个年底二手房才显出一点量增价稳的势头，饭局上聊得人少了。</p><p>但是，就这一年的功夫，新能源汽车的股价飞上天了。<a href=\"https://laohu8.com/S/LI\">理想汽车</a>从14到40，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>从17到70，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>从1.5到51。就算你不是职业投资客，只是小赌怡情，把手里一点闲钱投了进去，<strong>基本上都是买蔚来赚了一辆蔚来，买小鹏赚了一辆小鹏，买理想赚了一辆理想。</strong></p><p>最近饭局上得知，两位熟悉的媒体人，一位赚了人生第一个100万，转手就加上了好几倍的杠杆。另外一位高处不胜寒，清仓了汽车股，准备购买人生的第一辆汽车。</p><p>国内的汽车市场也一举告别过去两年的愁云惨雾，疫情让大家深刻发现了家庭的用车需求，金九银十强劲增长，11月已经完成全年任务。长城涨完长安涨，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>涨完<a href=\"https://laohu8.com/S/002594\">比亚迪</a>涨。造豪华车的涨，造老头乐的涨，连造两个轮子的都涨。</p><p>再加上北京小客车新政公布，国六实施，企业购车抵税政策到期 …… 这个年底，汽车彻底成为北京饭局上最热门的话题。</p><p><strong>乐观者成功。</strong></p><p>在<a href=\"https://laohu8.com/S/WB\">微博</a>上被称为“校长”的子柳是前淘宝大学校长，阿里的造富盛宴让他“小康”了一次，前些年不遗余力地唱多<a href=\"https://laohu8.com/S/00700\">腾讯</a>股价并且身体力行投资多年，让他又“小康”了一次。这两年利用投资工作职务之便，考察了国内的汽车产业链，所以很早重仓国内新势力，又在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>这只股票上上上下下很多次，于是“小康”了第三次。</p><p>在这样的高位上，子柳仍然对新能源汽车比较乐观，同时拥有多部豪华车和特斯拉，他认为这是一种电子设备对机械设备的碾压，特斯拉的天花板将会是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>这样的公司，而坐拥<span label=\"备注\">（未来）</span>全球最大的汽车市场，又有全世界最齐全的汽车产业链，国产新势力超越欧洲美国的老爷爷们只是时间问题。</p><p><strong>悲观者正确。</strong></p><p>品玩创始人，“老北京”托马斯骆至今还没有驾照和北京指标。但是作为在硅谷近距离观察了特斯拉和贾跃亭的 Faraday Future 的人，他对特斯拉这家公司的治理能力有些怀疑。苹果用 iPhone 4 发现了未来，用 iPhone 6 征服了世界之后，也不过是今天特斯拉的股价水平。</p><p>在国产造车新势力的三家当中，托马斯更看好“踏实”的小鹏汽车。而被创始人光环和大佬站台效应包围的理想，他最有所保留。“资本绑架企业家，绑架企业家精神”是他最近关注的问题，他的几篇文章，多次提到了这个问题。</p><p>但是关于汽车和汽车工业的其他几个问题，老编辑和嘉宾们达成了一致，比如：</p><p>汽车工业发展百年之后，老巨头们都告别了创始人和创始人家族，整个汽车工业的进取心不足，上下产业链绑定了利益，形成了反动的生产关系。西方的科技和制造企业，往往习惯于制造一种超高利润的标杆产品，然后按照价格梯度把标杆产品的特性逐级下放，最后占领整个市场，获得最大化的利润。</p><p><strong>在这种情况下，技术停滞不前甚至为了节约成本开倒车也在所不惜。这也是燃油汽车保值的原因所在。</strong></p><p>而新能源汽车，在改变了动力之后，不仅让他们在一定的价格之上，对燃油车形成了性能的碾压。而且这个“一定的价格”，也在不断降低，目前已经从特斯拉早期的“百万跑车”下降到20万左右的B级车市场。</p><p>因为新能源汽车最核心的车机和电池，某种程度都满足摩尔定律，一个产品周期里成本降低20%，性能增加20%。这种情况下，旧款车三五年就变成了“工业垃圾”，老巨头们如果继续固步自封，加价减配，无疑相当于站上了<a href=\"https://laohu8.com/S/0HAF.UK\">诺基亚</a>同款的“燃烧的平台”。</p><p><strong>美丽<a href=\"https://laohu8.com/S/600628\">新世界</a>就在眼前，但是奔向美丽新世界的路上，电动车的股价先飞上了天。上车的人恐惧，没上车的人焦虑。</strong></p><p>未来主宰电动车市场的，未必是目前在台面上的三家国产新势力，已经入局或者即将入局的华为，阿里，腾讯，都试图构建自己的“Wintel联盟”。他们在技术、资金，管理水平上，都是碾压新势力的存在。</p><p>所以股市有风险，投资需谨慎。年轻人不要拿着婚房首付冲进股市，老炮们凭运气赚到的100万，也别用实力给亏掉了。</p><p><span>本文来自微信公众号：</span><span>老talk消息（ID：laotalk）</span><span>，作者：老编辑1989</span></p></body></html>","source":"highlight_huxiu","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>年底北京的饭局不聊房，聊车</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n年底北京的饭局不聊房，聊车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-15 18:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/400170.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自微信公众号：老talk消息（ID：laotalk），作者：老编辑1989，题图来自：视觉中国北京的房价趴窝了两年，到这个年底二手房才显出一点量增价稳的势头，饭局上聊得人少了。但是，就这一年的功夫，新能源汽车的股价飞上天了。理想汽车从14到40，小鹏汽车从17到70，蔚来从1.5到51。就算你不是职业投资客，只是小赌怡情，把手里一点闲钱投了进去，基本上都是买蔚来赚了一辆蔚来，买小鹏赚了一辆...</p>\n\n<a href=\"https://www.huxiu.com/article/400170.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202012/15/180303434997.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.huxiu.com/article/400170.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2091317876","content_text":"本文来自微信公众号：老talk消息（ID：laotalk），作者：老编辑1989，题图来自：视觉中国北京的房价趴窝了两年，到这个年底二手房才显出一点量增价稳的势头，饭局上聊得人少了。但是，就这一年的功夫，新能源汽车的股价飞上天了。理想汽车从14到40，小鹏汽车从17到70，蔚来从1.5到51。就算你不是职业投资客，只是小赌怡情，把手里一点闲钱投了进去，基本上都是买蔚来赚了一辆蔚来，买小鹏赚了一辆小鹏，买理想赚了一辆理想。最近饭局上得知，两位熟悉的媒体人，一位赚了人生第一个100万，转手就加上了好几倍的杠杆。另外一位高处不胜寒，清仓了汽车股，准备购买人生的第一辆汽车。国内的汽车市场也一举告别过去两年的愁云惨雾，疫情让大家深刻发现了家庭的用车需求，金九银十强劲增长，11月已经完成全年任务。长城涨完长安涨，宁德时代涨完比亚迪涨。造豪华车的涨，造老头乐的涨，连造两个轮子的都涨。再加上北京小客车新政公布，国六实施，企业购车抵税政策到期 …… 这个年底，汽车彻底成为北京饭局上最热门的话题。乐观者成功。在微博上被称为“校长”的子柳是前淘宝大学校长，阿里的造富盛宴让他“小康”了一次，前些年不遗余力地唱多腾讯股价并且身体力行投资多年，让他又“小康”了一次。这两年利用投资工作职务之便，考察了国内的汽车产业链，所以很早重仓国内新势力，又在特斯拉这只股票上上上下下很多次，于是“小康”了第三次。在这样的高位上，子柳仍然对新能源汽车比较乐观，同时拥有多部豪华车和特斯拉，他认为这是一种电子设备对机械设备的碾压，特斯拉的天花板将会是苹果这样的公司，而坐拥（未来）全球最大的汽车市场，又有全世界最齐全的汽车产业链，国产新势力超越欧洲美国的老爷爷们只是时间问题。悲观者正确。品玩创始人，“老北京”托马斯骆至今还没有驾照和北京指标。但是作为在硅谷近距离观察了特斯拉和贾跃亭的 Faraday Future 的人，他对特斯拉这家公司的治理能力有些怀疑。苹果用 iPhone 4 发现了未来，用 iPhone 6 征服了世界之后，也不过是今天特斯拉的股价水平。在国产造车新势力的三家当中，托马斯更看好“踏实”的小鹏汽车。而被创始人光环和大佬站台效应包围的理想，他最有所保留。“资本绑架企业家，绑架企业家精神”是他最近关注的问题，他的几篇文章，多次提到了这个问题。但是关于汽车和汽车工业的其他几个问题，老编辑和嘉宾们达成了一致，比如：汽车工业发展百年之后，老巨头们都告别了创始人和创始人家族，整个汽车工业的进取心不足，上下产业链绑定了利益，形成了反动的生产关系。西方的科技和制造企业，往往习惯于制造一种超高利润的标杆产品，然后按照价格梯度把标杆产品的特性逐级下放，最后占领整个市场，获得最大化的利润。在这种情况下，技术停滞不前甚至为了节约成本开倒车也在所不惜。这也是燃油汽车保值的原因所在。而新能源汽车，在改变了动力之后，不仅让他们在一定的价格之上，对燃油车形成了性能的碾压。而且这个“一定的价格”，也在不断降低，目前已经从特斯拉早期的“百万跑车”下降到20万左右的B级车市场。因为新能源汽车最核心的车机和电池，某种程度都满足摩尔定律，一个产品周期里成本降低20%，性能增加20%。这种情况下，旧款车三五年就变成了“工业垃圾”，老巨头们如果继续固步自封，加价减配，无疑相当于站上了诺基亚同款的“燃烧的平台”。美丽新世界就在眼前，但是奔向美丽新世界的路上，电动车的股价先飞上了天。上车的人恐惧，没上车的人焦虑。未来主宰电动车市场的，未必是目前在台面上的三家国产新势力，已经入局或者即将入局的华为，阿里，腾讯，都试图构建自己的“Wintel联盟”。他们在技术、资金，管理水平上，都是碾压新势力的存在。所以股市有风险，投资需谨慎。年轻人不要拿着婚房首付冲进股市，老炮们凭运气赚到的100万，也别用实力给亏掉了。本文来自微信公众号：老talk消息（ID：laotalk），作者：老编辑1989","news_type":1},"isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951597975,"gmtCreate":1590946205997,"gmtModify":1704193898209,"author":{"id":"3547074549373568","authorId":"3547074549373568","name":"小多米爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547074549373568","authorIdStr":"3547074549373568"},"themes":[],"htmlText":"我们也没少定气吧","listText":"我们也没少定气吧","text":"我们也没少定气吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951597975","repostId":"2039226630","repostType":2,"repost":{"id":"2039226630","kind":"news","pubTimestamp":1590805372,"share":"https://www.laohu8.com/m/news/2039226630?lang=&edition=full","pubTime":"2020-05-30 10:22","market":"us","language":"zh","title":"俄罗斯与白俄罗斯因天然气费用产生分歧","url":"https://stock-news.laohu8.com/highlight/detail?id=2039226630","media":"中国新闻网","summary":"原标题：俄罗斯与白俄罗斯因天然气费用产生分歧 来源：中新社俄罗斯与白俄罗斯因天然气费用产生分歧。5月29日俄罗斯天然气工业股份公司总裁米勒对媒体表示，白俄罗斯欠俄罗斯天然气出口费用1.656亿美元。白","content":"<div>\n<p>原标题：俄罗斯与白俄罗斯因天然气费用产生分歧 来源：中新社俄罗斯与白俄罗斯因天然气费用产生分歧。5月29日俄罗斯天然气工业股份公司总裁米勒对媒体表示，白俄罗斯欠俄罗斯天然气出口费用1.656亿美元。白俄罗斯能源部则发表声明称，白俄罗斯不欠俄方天然气债务。米勒表示，只有在白俄罗斯偿还俄方债务后，俄方才会与白俄罗斯就2021年天然气出口条件进行谈判。包含这一立场的信件已发送至白俄罗斯能源部。白俄罗斯...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/world/2020-05-30/doc-iircuyvi5794180.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n俄罗斯与白俄罗斯因天然气费用产生分歧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-30 10:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/world/2020-05-30/doc-iircuyvi5794180.shtml><strong>中国新闻网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：俄罗斯与白俄罗斯因天然气费用产生分歧 来源：中新社俄罗斯与白俄罗斯因天然气费用产生分歧。5月29日俄罗斯天然气工业股份公司总裁米勒对媒体表示，白俄罗斯欠俄罗斯天然气出口费用1.656亿美元。白俄罗斯能源部则发表声明称，白俄罗斯不欠俄方天然气债务。米勒表示，只有在白俄罗斯偿还俄方债务后，俄方才会与白俄罗斯就2021年天然气出口条件进行谈判。包含这一立场的信件已发送至白俄罗斯能源部。白俄罗斯...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/world/2020-05-30/doc-iircuyvi5794180.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0f100ea564a5266a968245cbcfe466f","relate_stocks":{"UNG":"美国天然气基金","UGAZ":"三倍做多天然气ETN(VelocityShares)","DGAZ":"三倍做空天然气ETN(VelocityShares)","ZS":"Zscaler Inc."},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/world/2020-05-30/doc-iircuyvi5794180.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2039226630","content_text":"原标题：俄罗斯与白俄罗斯因天然气费用产生分歧 来源：中新社俄罗斯与白俄罗斯因天然气费用产生分歧。5月29日俄罗斯天然气工业股份公司总裁米勒对媒体表示，白俄罗斯欠俄罗斯天然气出口费用1.656亿美元。白俄罗斯能源部则发表声明称，白俄罗斯不欠俄方天然气债务。米勒表示，只有在白俄罗斯偿还俄方债务后，俄方才会与白俄罗斯就2021年天然气出口条件进行谈判。包含这一立场的信件已发送至白俄罗斯能源部。白俄罗斯能源部当天发表声明称，白俄罗斯不欠俄罗斯天然气债务。考虑到天然气热值的因素，目前两国企业实体在确定天然气价格方面有不同看法。双方正在就产生的问题进行协调。白俄罗斯天然气供气机构进口俄天然气都是按照合同价格进行结算。2020年2月，俄罗斯与白俄罗斯就2020年天然气价格达成一致，即每千立方米127美元。白俄罗斯副总理克鲁托伊表示，这是基础价格，白方有意在此基础上进行“不大的调整”。此后，白俄罗斯总统卢卡申科、总理鲁马斯等多次要求俄方下调天然气价格。白方认为，每千立方米127美元的价格高于俄罗斯向欧洲的天然气售价。对此，俄外长拉夫罗夫表示，即使目前能源价格下跌，白方也应按照合同价格支付天然气，因为双方达成交易时，交易价格低于市场价格。5月27日俄总理米舒斯京与白俄罗斯总理进行电话交谈时表示，双方将继续就天然气价格进行谈判。俄罗斯国际政策评估所所长明钦科29日表示，俄白之间的贸易合作证明，白方总是能比俄罗斯其他合作伙伴获得更有利的贸易条件。天然气价格波动大，白方不应该以短期价格形势为依据。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}