先冷静一下的个人主页 - 老虎社区

先冷静一下

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IP属地：北京

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先冷静一下

2020-06-12

$汇丰(HSBC)$到底了没有

先冷静一下

2020-07-14

$老虎证券(TIGR)$谁他妈说老虎要涨的[愤怒]

先冷静一下

2021-03-26

$老虎证券(TIGR)$尼玛⊙∀⊙！又被套路了[喷血] [愤怒]

先冷静一下

2022-11-15

$DiDi Global Inc.(DIDIY)$ 滴滴上**了……灵活就业

先冷静一下

2020-07-10

$老虎证券(TIGR)$日买了就跌

先冷静一下

2023-12-27

$能链智电(NAAS)$ 真是尼玛个大垃圾，老虎上还天天tm放这么多消息，太尼玛坑爹

先冷静一下

2021-09-14

$瑞幸咖啡(LKNCY)$最爱[财迷]

先冷静一下

04-01

$能链智电(NAAS)$ 这垃圾狗东西，财报都他妈骗人的么

先冷静一下

2022-11-15

$DiDi Global Inc.(DIDIY)$

先冷静一下

2021-08-27

滚垃圾

万木发起人麦刚：15个月156倍收益的经验分享

先冷静一下

2021-07-20

$一起教育科技(YQ)$珍妮妈

先冷静一下

2020-07-16

$老虎证券(TIGR)$这**坑

先冷静一下

2021-03-30

$老虎证券(TIGR)$老虎就他妈骗人，迭跌不休，坑

先冷静一下

06-26

能链的管理层你丫出来我保证不打死你你

能链智电下跌11.88%，报4.67美元/股

先冷静一下

01-19

去死吧垃圾股

能链智电盘中异动早盘快速下跌5.08%报1.12美元

先冷静一下

01-06

真是够了

能链智电下跌5.13%，报1.48美元/股

去老虎APP查看更多动态

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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4204":"教育服务","NAAS":"能链智电","BK4214":"汽车零售"},"source_url":"https://usstock.jrj.com.cn/2024/06/25215341190680.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446384844","content_text":"6月25日，能链智电(NAAS)盘中下跌11.88%，截至21:53，报4.67美元/股，成交10.46万美元。财务数据显示，截至2024年03月31日，能链智电收入总额9623.7万人民币，同比增长166.13%；归母净利润-2.27亿人民币，同比减少107.38%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290628787527856,"gmtCreate":1711980312902,"gmtModify":1711980550416,"author":{"id":"3548041516054576","authorId":"3548041516054576","name":"先冷静一下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548041516054576","idStr":"3548041516054576"},"themes":[],"htmlText":"<a 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tg-width=\"335\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p>麦刚先生自嘲他是一级市场的痴男，十年相伴静待花开，也称自己为二级市场的渣男，不做时间的朋友，只做确定性的朋友。</p><p>麦刚在现场首次公开分享了他个人的股票投资战绩，自2019年11月起的15个月间，收获了156倍的惊人收益。对于取得如此高收益的投资成绩，麦刚说道，“好的投资成绩来自于长时间的历练、亏损的折磨以及对交易市场深刻的理解和敬畏，并非一蹴而就之事。”“这156倍的收益，背后有杠杆和衍生品等高风险投资品种，并且有非常严格的风控手段，加之市场环境处于牛市，同时投资的标的行业是我最熟悉的IT领域。我特别要警示：初级投资者绝对不要轻易碰杠杆。”</p><p><img src=\"https://static.tigerbbs.com/32d3a95e2e52e51690d25ee9f9b6d538\" tg-width=\"775\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p>麦刚先生将他在二级市场的成功，归结于过往超过20年的创业和投资经历。2003年起，他先后创办了5家成功的IT科技类公司，包括中国最早的SNS网站亿友、Saas公司通卡、知名中文文档分享平台豆丁网、中国最早期的智能电视软硬件平台泰捷和全球知名的数字货币交易平台OKEX。而作为天使投资者，麦刚投资了<a href=\"https://laohu8.com/S/300364\">中文在线</a>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、易宝支付、企企通、绿巨能、亚创、Glueup、美市等知名企业，并在2012年就开始投资比特币，预言数字货币一定会成为全球货币领域的重要组成部分。</p><p>“创业和早期投资让我形成探究事物本质的思维习惯，投资任何一个行业和公司之前都要抓住本质，Think as a CEO, Invest as a CEO。”</p><p>大会上，麦刚先生幽默地分享了21条深刻且幽默的金句，浓缩了20多年来投资和创业得心得。同时，麦刚先生强调，所有的事物都要关注最核心的三个要点，简称为Rule&nbsp;of 3原则（三生万物）。 那投资的Rule of 3是什么呢？麦刚先生总结为三个关键词，就是“人性、风控、选择”。</p><p><img src=\"https://static.tigerbbs.com/e37fc6ba397ea6b8cf0189d931739a2b\" tg-width=\"602\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>投资不是严格意义上的科学，无论是买入还是卖出，都要深刻理解和敬畏<b>人性</b>，分清投资与投机，正确把握心态；<b>风控</b>是合理规划资产配置，没有风控意识和手段的投资无异于盲人开车，亏损会变成大概率事件；<b>选择</b>是要紧跟时代风向抓大放小。假设有个家族，爷爷辈买铁路石油股，爸爸辈买<a href=\"https://laohu8.com/S/IBM\">IBM</a>微软，儿子辈买<a href=\"https://laohu8.com/S/00700\">腾讯</a>脸书，孙子辈买比特币 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，这个家族已经能位列世界上最成功的投资家族了。把握时代的最强音是投资最重要的方法之一。</p><p>在连续创业、一级市场和数字货币领域相继获得成功后，麦刚先生要做二级市场的天使投资人，去发现和支持优秀的投资管理人。万木WEIM，是麦刚在二级市场发起的一个精英自治平台，信奉开放合作的价值观，是一个融合集体智慧、实行众包协同机制的投资平台。</p><p>麦刚先生在会上十分热情的分享了万木“单边翻倍群组”的投资理念，投资框架同样遵循Rule&nbsp;of 3原则，总结为“四个三”：三选，三型，三刀，三率。</p><p>●<b>工作流程：三选</b>。只有做好了“①选赛道”、“②选龙头”之后，并具备了深刻认知的能力，才能做好“③选时机”；</p><p>●<b>收益根源：三型</b>。在二级市场长期可持续获得超额回报，离不开以下这三种模型：①长期核心价值 ②客观因素重大变异 ③主观认知差反转；</p><p>●<b>择优分析：三刀。</b>三刀研究的原理来自于行业S曲线：①市场规模分析行业S曲线的天花板；②市场渗透率分析行业和公司处于S曲线的位置；③竞争格局分析公司在行业中能够占据的市场份额；</p><p>●<b>择时决策：三率。</b>分别为概率、赔率和斜率。①概率是判断投资逻辑正确的概率有多大？②赔率则是判断若投资逻辑正确，有多少上涨空间；若错误，有多少下跌空间？③斜率则是预判股价是快涨还是慢涨，大涨还是小涨？</p><p><img src=\"https://static.tigerbbs.com/f7827df2d0c610ecf58c5b69ecf10f4e\" tg-width=\"602\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p><p>成长股是麦刚先生的关注重点，那投资者又该如何选择优秀的成长股呢？麦刚认为，在选择一家投资标的时，要找到能够接得住“砍三刀”的优秀企业。第一刀是看市场空间，即要看整体市场规模（TAM），市场规模较小的企业在第一刀中就被淘汰；第二刀是市场渗透率，即要看公司所处的行业发展阶段，洞悉企业的成长性，处于S曲线早期的公司在未来能够有更高的成长性；第三刀是最核心也是最致命的一刀，即企业能否行业竞争中胜出。</p><p>所有商业分析的背后都是研究竞争，没有竞争对手的公司是最优质的。专注分析公司在行业中的核心竞争力，且该竞争力能否维持，是三刀分析的重中之重。“用这三把刀来检验一家公司，能活下来的就是好公司，投资时最多买贵而不会买错。”</p><p>“我们设立了万木协同研究总览表格，开放给优秀的二级市场投资研究人员，欢迎各位人才共同参与。”</p><p>麦刚笑言，“这一次分享将所有投资的研究框架都倾囊相授了，希望大家能够好好理解并掌握。”大道至简，成功投资不是比谁聪明，而是比谁‘笨’”，麦刚总结道，“投资大师的法则似乎人人都懂。但只有极少数具备勤奋、好学、坚毅、谦虚品格的优秀人才，才能在长期投资生涯中生存和发展。”</p><p><a href=\"https://mp.weixin.qq.com/s/VaMg0nMqx0pJHEYL-raKBg\" target=\"_blank\"><b>麦刚：我被VC圈“抛弃”的这几年</b></a></p><p><a href=\"https://mp.weixin.qq.com/s/b4Vu5vAFXsG9son-XUohoQ\" target=\"_blank\"><b>泡泡玛特的故事：从1000万到1000亿</b></a></p><p></p>","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>万木发起人麦刚 ：15个月156倍收益的经验分享</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .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万木发起人麦刚 ：15个月156倍收益的经验分享\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-17 22:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月14日，<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>在深圳举办七周年Open&nbsp;Day。现场多位来自一、二级市场的投资大咖和业界人士莅临现场与观众展开热烈的交流。创业工场创始人、中国证券投资基金业协会专业委员会委员、连续创业家麦刚先生结合自身创业和投资经历，分享了他对投资本质的见解。</p><p><img src=\"https://static.tigerbbs.com/99787dd9cb46ee2a122620dac8190835\" tg-width=\"335\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p>麦刚先生自嘲他是一级市场的痴男，十年相伴静待花开，也称自己为二级市场的渣男，不做时间的朋友，只做确定性的朋友。</p><p>麦刚在现场首次公开分享了他个人的股票投资战绩，自2019年11月起的15个月间，收获了156倍的惊人收益。对于取得如此高收益的投资成绩，麦刚说道，“好的投资成绩来自于长时间的历练、亏损的折磨以及对交易市场深刻的理解和敬畏，并非一蹴而就之事。”“这156倍的收益，背后有杠杆和衍生品等高风险投资品种，并且有非常严格的风控手段，加之市场环境处于牛市，同时投资的标的行业是我最熟悉的IT领域。我特别要警示：初级投资者绝对不要轻易碰杠杆。”</p><p><img src=\"https://static.tigerbbs.com/32d3a95e2e52e51690d25ee9f9b6d538\" tg-width=\"775\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p>麦刚先生将他在二级市场的成功，归结于过往超过20年的创业和投资经历。2003年起，他先后创办了5家成功的IT科技类公司，包括中国最早的SNS网站亿友、Saas公司通卡、知名中文文档分享平台豆丁网、中国最早期的智能电视软硬件平台泰捷和全球知名的数字货币交易平台OKEX。而作为天使投资者，麦刚投资了<a href=\"https://laohu8.com/S/300364\">中文在线</a>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、易宝支付、企企通、绿巨能、亚创、Glueup、美市等知名企业，并在2012年就开始投资比特币，预言数字货币一定会成为全球货币领域的重要组成部分。</p><p>“创业和早期投资让我形成探究事物本质的思维习惯，投资任何一个行业和公司之前都要抓住本质，Think as a CEO, Invest as a CEO。”</p><p>大会上，麦刚先生幽默地分享了21条深刻且幽默的金句，浓缩了20多年来投资和创业得心得。同时，麦刚先生强调，所有的事物都要关注最核心的三个要点，简称为Rule&nbsp;of 3原则（三生万物）。 那投资的Rule of 3是什么呢？麦刚先生总结为三个关键词，就是“人性、风控、选择”。</p><p><img src=\"https://static.tigerbbs.com/e37fc6ba397ea6b8cf0189d931739a2b\" tg-width=\"602\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>投资不是严格意义上的科学，无论是买入还是卖出，都要深刻理解和敬畏<b>人性</b>，分清投资与投机，正确把握心态；<b>风控</b>是合理规划资产配置，没有风控意识和手段的投资无异于盲人开车，亏损会变成大概率事件；<b>选择</b>是要紧跟时代风向抓大放小。假设有个家族，爷爷辈买铁路石油股，爸爸辈买<a href=\"https://laohu8.com/S/IBM\">IBM</a>微软，儿子辈买<a href=\"https://laohu8.com/S/00700\">腾讯</a>脸书，孙子辈买比特币 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，这个家族已经能位列世界上最成功的投资家族了。把握时代的最强音是投资最重要的方法之一。</p><p>在连续创业、一级市场和数字货币领域相继获得成功后，麦刚先生要做二级市场的天使投资人，去发现和支持优秀的投资管理人。万木WEIM，是麦刚在二级市场发起的一个精英自治平台，信奉开放合作的价值观，是一个融合集体智慧、实行众包协同机制的投资平台。</p><p>麦刚先生在会上十分热情的分享了万木“单边翻倍群组”的投资理念，投资框架同样遵循Rule&nbsp;of 3原则，总结为“四个三”：三选，三型，三刀，三率。</p><p>●<b>工作流程：三选</b>。只有做好了“①选赛道”、“②选龙头”之后，并具备了深刻认知的能力，才能做好“③选时机”；</p><p>●<b>收益根源：三型</b>。在二级市场长期可持续获得超额回报，离不开以下这三种模型：①长期核心价值 ②客观因素重大变异 ③主观认知差反转；</p><p>●<b>择优分析：三刀。</b>三刀研究的原理来自于行业S曲线：①市场规模分析行业S曲线的天花板；②市场渗透率分析行业和公司处于S曲线的位置；③竞争格局分析公司在行业中能够占据的市场份额；</p><p>●<b>择时决策：三率。</b>分别为概率、赔率和斜率。①概率是判断投资逻辑正确的概率有多大？②赔率则是判断若投资逻辑正确，有多少上涨空间；若错误，有多少下跌空间？③斜率则是预判股价是快涨还是慢涨，大涨还是小涨？</p><p><img src=\"https://static.tigerbbs.com/f7827df2d0c610ecf58c5b69ecf10f4e\" tg-width=\"602\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p><p>成长股是麦刚先生的关注重点，那投资者又该如何选择优秀的成长股呢？麦刚认为，在选择一家投资标的时，要找到能够接得住“砍三刀”的优秀企业。第一刀是看市场空间，即要看整体市场规模（TAM），市场规模较小的企业在第一刀中就被淘汰；第二刀是市场渗透率，即要看公司所处的行业发展阶段，洞悉企业的成长性，处于S曲线早期的公司在未来能够有更高的成长性；第三刀是最核心也是最致命的一刀，即企业能否行业竞争中胜出。</p><p>所有商业分析的背后都是研究竞争，没有竞争对手的公司是最优质的。专注分析公司在行业中的核心竞争力，且该竞争力能否维持，是三刀分析的重中之重。“用这三把刀来检验一家公司，能活下来的就是好公司，投资时最多买贵而不会买错。”</p><p>“我们设立了万木协同研究总览表格，开放给优秀的二级市场投资研究人员，欢迎各位人才共同参与。”</p><p>麦刚笑言，“这一次分享将所有投资的研究框架都倾囊相授了，希望大家能够好好理解并掌握。”大道至简，成功投资不是比谁聪明，而是比谁‘笨’”，麦刚总结道，“投资大师的法则似乎人人都懂。但只有极少数具备勤奋、好学、坚毅、谦虚品格的优秀人才，才能在长期投资生涯中生存和发展。”</p><p><a href=\"https://mp.weixin.qq.com/s/VaMg0nMqx0pJHEYL-raKBg\" target=\"_blank\"><b>麦刚：我被VC圈“抛弃”的这几年</b></a></p><p><a href=\"https://mp.weixin.qq.com/s/b4Vu5vAFXsG9son-XUohoQ\" target=\"_blank\"><b>泡泡玛特的故事：从1000万到1000亿</b></a></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce087276341acb796e902bfc0b7a4f5d","relate_stocks":{"TIGR":"老虎证券","FUTU":"富途控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151869036","content_text":"8月14日，老虎证券在深圳举办七周年Open Day。现场多位来自一、二级市场的投资大咖和业界人士莅临现场与观众展开热烈的交流。创业工场创始人、中国证券投资基金业协会专业委员会委员、连续创业家麦刚先生结合自身创业和投资经历，分享了他对投资本质的见解。麦刚先生自嘲他是一级市场的痴男，十年相伴静待花开，也称自己为二级市场的渣男，不做时间的朋友，只做确定性的朋友。麦刚在现场首次公开分享了他个人的股票投资战绩，自2019年11月起的15个月间，收获了156倍的惊人收益。对于取得如此高收益的投资成绩，麦刚说道，“好的投资成绩来自于长时间的历练、亏损的折磨以及对交易市场深刻的理解和敬畏，并非一蹴而就之事。”“这156倍的收益，背后有杠杆和衍生品等高风险投资品种，并且有非常严格的风控手段，加之市场环境处于牛市，同时投资的标的行业是我最熟悉的IT领域。我特别要警示：初级投资者绝对不要轻易碰杠杆。”麦刚先生将他在二级市场的成功，归结于过往超过20年的创业和投资经历。2003年起，他先后创办了5家成功的IT科技类公司，包括中国最早的SNS网站亿友、Saas公司通卡、知名中文文档分享平台豆丁网、中国最早期的智能电视软硬件平台泰捷和全球知名的数字货币交易平台OKEX。而作为天使投资者，麦刚投资了中文在线、泡泡玛特、易宝支付、企企通、绿巨能、亚创、Glueup、美市等知名企业，并在2012年就开始投资比特币，预言数字货币一定会成为全球货币领域的重要组成部分。“创业和早期投资让我形成探究事物本质的思维习惯，投资任何一个行业和公司之前都要抓住本质，Think as a CEO, Invest as a CEO。”大会上，麦刚先生幽默地分享了21条深刻且幽默的金句，浓缩了20多年来投资和创业得心得。同时，麦刚先生强调，所有的事物都要关注最核心的三个要点，简称为Rule of 3原则（三生万物）。 那投资的Rule of 3是什么呢？麦刚先生总结为三个关键词，就是“人性、风控、选择”。投资不是严格意义上的科学，无论是买入还是卖出，都要深刻理解和敬畏人性，分清投资与投机，正确把握心态；风控是合理规划资产配置，没有风控意识和手段的投资无异于盲人开车，亏损会变成大概率事件；选择是要紧跟时代风向抓大放小。假设有个家族，爷爷辈买铁路石油股，爸爸辈买IBM微软，儿子辈买腾讯脸书，孙子辈买比特币 特斯拉，这个家族已经能位列世界上最成功的投资家族了。把握时代的最强音是投资最重要的方法之一。在连续创业、一级市场和数字货币领域相继获得成功后，麦刚先生要做二级市场的天使投资人，去发现和支持优秀的投资管理人。万木WEIM，是麦刚在二级市场发起的一个精英自治平台，信奉开放合作的价值观，是一个融合集体智慧、实行众包协同机制的投资平台。麦刚先生在会上十分热情的分享了万木“单边翻倍群组”的投资理念，投资框架同样遵循Rule of 3原则，总结为“四个三”：三选，三型，三刀，三率。●工作流程：三选。只有做好了“①选赛道”、“②选龙头”之后，并具备了深刻认知的能力，才能做好“③选时机”；●收益根源：三型。在二级市场长期可持续获得超额回报，离不开以下这三种模型：①长期核心价值 ②客观因素重大变异 ③主观认知差反转；●择优分析：三刀。三刀研究的原理来自于行业S曲线：①市场规模分析行业S曲线的天花板；②市场渗透率分析行业和公司处于S曲线的位置；③竞争格局分析公司在行业中能够占据的市场份额；●择时决策：三率。分别为概率、赔率和斜率。①概率是判断投资逻辑正确的概率有多大？②赔率则是判断若投资逻辑正确，有多少上涨空间；若错误，有多少下跌空间？③斜率则是预判股价是快涨还是慢涨，大涨还是小涨？成长股是麦刚先生的关注重点，那投资者又该如何选择优秀的成长股呢？麦刚认为，在选择一家投资标的时，要找到能够接得住“砍三刀”的优秀企业。第一刀是看市场空间，即要看整体市场规模（TAM），市场规模较小的企业在第一刀中就被淘汰；第二刀是市场渗透率，即要看公司所处的行业发展阶段，洞悉企业的成长性，处于S曲线早期的公司在未来能够有更高的成长性；第三刀是最核心也是最致命的一刀，即企业能否行业竞争中胜出。所有商业分析的背后都是研究竞争，没有竞争对手的公司是最优质的。专注分析公司在行业中的核心竞争力，且该竞争力能否维持，是三刀分析的重中之重。“用这三把刀来检验一家公司，能活下来的就是好公司，投资时最多买贵而不会买错。”“我们设立了万木协同研究总览表格，开放给优秀的二级市场投资研究人员，欢迎各位人才共同参与。”麦刚笑言，“这一次分享将所有投资的研究框架都倾囊相授了，希望大家能够好好理解并掌握。”大道至简，成功投资不是比谁聪明，而是比谁‘笨’”，麦刚总结道，“投资大师的法则似乎人人都懂。但只有极少数具备勤奋、好学、坚毅、谦虚品格的优秀人才，才能在长期投资生涯中生存和发展。”麦刚：我被VC圈“抛弃”的这几年泡泡玛特的故事：从1000万到1000亿","news_type":1},"isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171111879,"gmtCreate":1626712272491,"gmtModify":1626712272491,"author":{"id":"3548041516054576","authorId":"3548041516054576","name":"先冷静一下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548041516054576","authorIdStr":"3548041516054576"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>老虎就他妈骗人，迭跌不休，坑","text":"$老虎证券(TIGR)$老虎就他妈骗人，迭跌不休，坑","images":[{"img":"https://static.tigerbbs.com/802c2b04b1ea7cec338e20f76597c0c0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354083649","isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":320718494453872,"gmtCreate":1719336203917,"gmtModify":1719336528450,"author":{"id":"3548041516054576","authorId":"3548041516054576","name":"先冷静一下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548041516054576","authorIdStr":"3548041516054576"},"themes":[],"htmlText":"能链的管理层 你丫出来 我保证不打死你你","listText":"能链的管理层 你丫出来 我保证不打死你你","text":"能链的管理层 你丫出来 我保证不打死你你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320718494453872","repostId":"2446384844","repostType":2,"repost":{"id":"2446384844","pubTimestamp":1719323593,"share":"https://www.laohu8.com/m/news/2446384844?lang=&edition=full","pubTime":"2024-06-25 21:53","market":"sh","language":"zh","title":"能链智电下跌11.88%，报4.67美元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2446384844","media":"金融界","summary":"6月25日，能链智电(NAAS)盘中下跌11.88%，截至21:53，报4.67美元/股，成交10.46万美元。财务数据显示，截至2024年03月31日，能链智电收入总额9623.7万人民币，同比增长166.13%；归母净利润-2.27亿人民币，同比减少107.38%。","content":"<html><body><div>\n<p>6月25日，<a href=\"https://laohu8.com/S/NAAS\">能链智电</a>(NAAS)盘中下跌11.88%，截至21:53，报4.67美元/股，成交10.46万美元。</p><p>财务数据显示，截至2024年03月31日，能链智电收入总额9623.7万人民币，同比增长166.13%；归母净利润-2.27亿人民币，同比减少107.38%。</p>\n<div>\n<div>\n</div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","collect":0,"html":"<!DOCTYPE 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href=https://usstock.jrj.com.cn/2024/06/25215341190680.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月25日，能链智电(NAAS)盘中下跌11.88%，截至21:53，报4.67美元/股，成交10.46万美元。财务数据显示，截至2024年03月31日，能链智电收入总额9623.7万人民币，同比增长166.13%；归母净利润-2.27亿人民币，同比减少107.38%。</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/06/25215341190680.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4204":"教育服务","NAAS":"能链智电","BK4214":"汽车零售"},"source_url":"https://usstock.jrj.com.cn/2024/06/25215341190680.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446384844","content_text":"6月25日，能链智电(NAAS)盘中下跌11.88%，截至21:53，报4.67美元/股，成交10.46万美元。财务数据显示，截至2024年03月31日，能链智电收入总额9623.7万人民币，同比增长166.13%；归母净利润-2.27亿人民币，同比减少107.38%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264831116615792,"gmtCreate":1705678519518,"gmtModify":1705679116791,"author":{"id":"3548041516054576","authorId":"3548041516054576","name":"先冷静一下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548041516054576","authorIdStr":"3548041516054576"},"themes":[],"htmlText":"去死吧 垃圾股","listText":"去死吧 垃圾股","text":"去死吧 垃圾股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264831116615792","repostId":"2404605504","repostType":2,"repost":{"id":"2404605504","pubTimestamp":1705675238,"share":"https://www.laohu8.com/m/news/2404605504?lang=&edition=full","pubTime":"2024-01-19 22:40","market":"us","language":"zh","title":"能链智电盘中异动 早盘快速下跌5.08%报1.12美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2404605504","media":"自选股智能写手","summary":"北京时间2024年01月19日22时40分，能链智电股票出现异动，股价快速下挫5.08%。能链智电股票所在的零售行业中，整体跌幅为0.09%。消息层面，截至22时40分，能链智电股票正面舆情新闻比例23.81%。近几个月来，能链智电的股价一直在下跌状态，从最高点的12.78元到现在的1.31元，跌幅高达90%，市值仅剩3.2亿美元。据财报显示，2023年Q3季度，能链智电归属于普通股东经调整净亏损金额为3.65亿元，创下了新高记录，同比增长234.89%。","content":"<html><body><article><p>北京时间2024年01月19日22时40分，<a href=\"https://laohu8.com/S/NAAS\">能链智电</a>（NAAS.us）股票出现异动，股价快速下挫5.08%。截至发稿，该股报1.12美元/股，成交量3.9091万股，<span>换手率</span>0.02%，振幅2.97%。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>23.59百万美元，<span>净利润</span>-50.62百万美元，<span>每股收益</span>-0.23美元，<span>毛利</span>6.46百万美元，市盈率-2.59倍。</p><p>机构评级方面，在所有1家参与评级的机构中，100%的券商给予买入建议，无券商给予持有、卖出建议。</p><p>能链智电股票所在的零售行业中，整体跌幅为0.09%。其相关个股中，Nuvve Hldg Corp C/Wts 19/03/2026 (To Sub For Ord)、<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、Barnes &amp; Noble Education Inc涨幅较大，Polished Com Inc、Nuvve Hldg Corp、Chargepoint Holdings Inc较为活跃，换手率分别为1.86%、0.91%、0.29%，振幅较大的相关个股有<a href=\"https://laohu8.com/S/FTEL\">Fitell Corporation</a>、Nuvve Hldg Corp、Polished Com Inc，振幅分别为10.24%、8.62%、6.73%。</p><p>能链智电公司简介：Naas Technology Inc 是中国的电动汽车充电服务提供商，其愿景是用碳中和能源为世界供电。 它为充电站运营商提供了一套集成的在线解决方案。 简化充电站运营商日常运营的各种线下服务，以及向充电站运营商提供餐饮服务等非充电服务。</p><p>消息层面，截至22时40分，能链智电股票正面舆情新闻比例23.81%。《<snpa>充电服务第一股的能链智电，股价崩了？</snpa>》资讯为影响能链智电的重要信息。该信息摘要如下：最近 ，能链智电的股价并不乐观。近几个月来，能链智电的股价一直在下跌状态，从最高点的12.78元到现在的1.31元，跌幅高达90%，市值仅剩3.2亿美元。上个月初，能链智电与深蓝车企达成合作，双方共建新能源充电服务网络，在提升充电桩利用率、完善充电网络布局等多方面都有深入合作。据财报显示，2023年Q3季度，能链智电归属于普通股东经调整净亏损金额为3.65亿元，创下了新高记录，同比增长234.89%。2023年6月，能链智电通过子公司收购了香港光电公司。</p><p>（以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息，由程序或算法<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）</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>能链智电盘中异动 早盘快速下跌5.08%报1.12美元</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能链智电盘中异动 早盘快速下跌5.08%报1.12美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-19 22:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011922403987e6696f&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2024年01月19日22时40分，能链智电（NAAS.us）股票出现异动，股价快速下挫5.08%。截至发稿，该股报1.12美元/股，成交量3.9091万股，换手率0.02%，振幅2.97%。最近的财报数据显示，该股实现营业收入23.59百万美元，净利润-50.62百万美元，每股收益-0.23美元，毛利6.46百万美元，市盈率-2.59倍。机构评级方面，在所有1家参与评级的机构中，100%...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011922403987e6696f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4214":"汽车零售","NAAS":"能链智电","BK4204":"教育服务"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011922403987e6696f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2404605504","content_text":"北京时间2024年01月19日22时40分，能链智电（NAAS.us）股票出现异动，股价快速下挫5.08%。截至发稿，该股报1.12美元/股，成交量3.9091万股，换手率0.02%，振幅2.97%。最近的财报数据显示，该股实现营业收入23.59百万美元，净利润-50.62百万美元，每股收益-0.23美元，毛利6.46百万美元，市盈率-2.59倍。机构评级方面，在所有1家参与评级的机构中，100%的券商给予买入建议，无券商给予持有、卖出建议。能链智电股票所在的零售行业中，整体跌幅为0.09%。其相关个股中，Nuvve Hldg Corp C/Wts 19/03/2026 (To Sub For Ord)、名创优品、Barnes & Noble Education Inc涨幅较大，Polished Com Inc、Nuvve Hldg Corp、Chargepoint Holdings Inc较为活跃，换手率分别为1.86%、0.91%、0.29%，振幅较大的相关个股有Fitell Corporation、Nuvve Hldg Corp、Polished Com Inc，振幅分别为10.24%、8.62%、6.73%。能链智电公司简介：Naas Technology Inc 是中国的电动汽车充电服务提供商，其愿景是用碳中和能源为世界供电。 它为充电站运营商提供了一套集成的在线解决方案。 简化充电站运营商日常运营的各种线下服务，以及向充电站运营商提供餐饮服务等非充电服务。消息层面，截至22时40分，能链智电股票正面舆情新闻比例23.81%。《充电服务第一股的能链智电，股价崩了？》资讯为影响能链智电的重要信息。该信息摘要如下：最近 ，能链智电的股价并不乐观。近几个月来，能链智电的股价一直在下跌状态，从最高点的12.78元到现在的1.31元，跌幅高达90%，市值仅剩3.2亿美元。上个月初，能链智电与深蓝车企达成合作，双方共建新能源充电服务网络，在提升充电桩利用率、完善充电网络布局等多方面都有深入合作。据财报显示，2023年Q3季度，能链智电归属于普通股东经调整净亏损金额为3.65亿元，创下了新高记录，同比增长234.89%。2023年6月，能链智电通过子公司收购了香港光电公司。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260049778311464,"gmtCreate":1704498851689,"gmtModify":1704498852949,"author":{"id":"3548041516054576","authorId":"3548041516054576","name":"先冷静一下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548041516054576","authorIdStr":"3548041516054576"},"themes":[],"htmlText":"真是够了","listText":"真是够了","text":"真是够了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260049778311464","repostId":"2401598501","repostType":2,"repost":{"id":"2401598501","pubTimestamp":1704476114,"share":"https://www.laohu8.com/m/news/2401598501?lang=&edition=full","pubTime":"2024-01-06 01:35","market":"sh","language":"zh","title":"能链智电下跌5.13%，报1.48美元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2401598501","media":"金融界","summary":"1月6日，能链智电(NAAS)盘中下跌5.13%，截至01:35，报1.48美元/股，成交31.18万美元。财务数据显示，截至2023年09月30日，能链智电收入总额2.56亿人民币，同比增长303.6%；归母净利润-8.11亿人民币，同比增长85.28%。","content":"<html><body><div>\n<p>1月6日，<a href=\"https://laohu8.com/S/NAAS\">能链智电</a>(NAAS)盘中下跌5.13%，截至01:35，报1.48美元/股，成交31.18万美元。</p><p>财务数据显示，截至2023年09月30日，能链智电收入总额2.56亿人民币，同比增长303.6%；归母净利润-8.11亿人民币，同比增长85.28%。</p>\n<div>\n<div>\n</div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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>能链智电下跌5.13%，报1.48美元/股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .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能链智电下跌5.13%，报1.48美元/股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-06 01:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2024/01/06013538999149.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月6日，能链智电(NAAS)盘中下跌5.13%，截至01:35，报1.48美元/股，成交31.18万美元。财务数据显示，截至2023年09月30日，能链智电收入总额2.56亿人民币，同比增长303.6%；归母净利润-8.11亿人民币，同比增长85.28%。</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/01/06013538999149.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NAAS":"能链智电","BK4214":"汽车零售","BK4204":"教育服务"},"source_url":"https://usstock.jrj.com.cn/2024/01/06013538999149.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2401598501","content_text":"1月6日，能链智电(NAAS)盘中下跌5.13%，截至01:35，报1.48美元/股，成交31.18万美元。财务数据显示，截至2023年09月30日，能链智电收入总额2.56亿人民币，同比增长303.6%；归母净利润-8.11亿人民币，同比增长85.28%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}