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乔治大兄弟

乔治大兄弟

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乔治大兄弟

2021-11-17

$乐信(LX)$短期公司现金流还是很紧的（造楼+政府增加保证金要求）。未来1-2年来看会推出和360数科对等的股息政策，对标现在股价，股息率大概在8%左右。持续看好股价，目前低估明显。

乔治大兄弟

2021-08-02

$乐信(LX)$这个逾期率非常好了，目前放贷量match今年的放贷指引，估计今年至少30+亿的盈利，对应3倍PE…

乔治大兄弟

2021-05-27

满仓$乐信(LX)$等价值回归

乔治大兄弟

2021-05-09

$高途(GOTU)$这股的庄炸雷了怎么还想着有人拉呢股价短期没什么戏了可以关注一下 $有道(DAO)$估值还不错股价在底部不过刚抖音看到高途的母亲节广告感觉还不错可以观察一下效果

乔治大兄弟

2021-02-10

$360数科(QFIN)$真tm猛...

乔治大兄弟

2021-02-09

$蔚来(NIO)$盘整一下继续起飞

乔治大兄弟

2020-12-31

广汽蔚来真的疯狂刷热点...

广汽蔚来删除“接受数字货币支付购车款”微博

乔治大兄弟

2020-12-25

秀啊华为CEO在炒蔚来股票

乔治大兄弟

2020-12-03

$蔚来(NIO)$$小鹏汽车(XPEV)$未来的汽车行业一定竞争非常激烈，能活下来的品牌一定得有自己拿得出手并让客户记住的竞争优势。蔚来有自己一整套的换电体系和标准，服务口碑好。活下来确定性最高。小鹏自动驾驶和智能方面做得非常不错，应该也有一席之地。但感觉$理想汽车(LI)$产品目前来说只是满足了市场的一个空隙，并没有自己的护城河。从经济模型角度来分析，这次融资其实反映出了管理层对于自己未来的不确定性，通过融资增加自己未来的存活率。而同样手握现金的蔚来和小鹏的管理层对于自己公司未来的发展，显得更加自信。

乔治大兄弟

2020-11-03

$乐信(LX)$银监会放话了马云上市前说的那些话还是太狂了呀...

乔治大兄弟

2020-11-02

$蔚来(NIO)$这财报也得爆吧 ES8交付量这么高毛利肯定不会低啊！还可以关注一下车电分离后对于财报的影响，蔚来真的是下了车就上不来了。$小鹏汽车(XPEV)$也挺猛..看到未来小鹏的表现

乔治大兄弟

2020-10-30

$蔚来(NIO)$这两天的上涨是大机构在配置高确定性+成长+中国新能源汽车赛道优质股拿住就好

乔治大兄弟

2020-10-25

这两天发现contactless payment很多用的是$Square, Inc(SQ)$的设备。标的不错，但这三个月涨得也太快了...

乔治大兄弟

2020-10-24

$优信(UXIN)$长期可以观望一下新战略还是要花点时间而且市场未来还要淘汰一些老旧燃油车的过程短期还是有点危险再加上瓜子现在貌似势能不错。再看看再看看...

乔治大兄弟

2020-10-22

$乐信(LX)$乐信开始了要，年底前看你表演了。

乔治大兄弟

2020-10-16

$蔚来(NIO)$说到做到哈哈哈

@乔治大兄弟:$蔚来(NIO)$6刀我都还加过仓现在看看很稳总感觉就现在这价格蔚来还能翻一倍....

乔治大兄弟

2020-10-14

“摩根大通分析师Nick Lai周三发布报告，给予蔚来汽车增持评级，目标价大幅上调至40美元，并承认「我们错过了年初以来蔚来主要的上涨行情」。”现在$蔚来(NIO)$基本面这么好，错过的大机构多多少少要建仓了。未来高端新能源汽车主力品牌总得布局一下，这就是为什么能一直涨的原因。

乔治大兄弟

2020-10-08

$乐信(LX)$坐等11-12月起飞

乔治大兄弟

2020-10-08

$蔚来(NIO)$冲新高了兄弟们坐稳

乔治大兄弟

2020-09-29

$蔚来(NIO)$兄弟们冲！9月开始月产5000 这个月交付肯定上一个台阶！

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Q2毛利率转正可以实现，高毛利率很大程度可能通过新的ES8的高毛利拉高整体毛利率。4. 合肥貌似说是4月底签，应该就这两周了。5.&nbsp;后面EC6和Model Y可能还带来一波市场关注，带动股价。6.&nbsp;年底NIO day 大概率发布ET7轿车采用很多最早EP9超跑的设计，市场需求和兴趣应该很稳。当然现在蔚来风险也还有的，外国媒体普遍很担心蔚来。反倒是中国社区支持的多很多。我冲了反正，亏的话就当是为国护盘，支持一波William Li。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我冲了 年底目标看到6+刀1. 新的ES8车评反馈非常好，蔚来的产品确实不错。产品好服务好就是企业当之无愧的核心竞争力，我长期看好。2. 汽车行业特别是新能源汽车行业将会是2025中国智造的重点发力领域，高层也会关注并扶持自主新能源汽车。3. Q2毛利率转正可以实现，高毛利率很大程度可能通过新的ES8的高毛利拉高整体毛利率。4. 合肥貌似说是4月底签，应该就这两周了。5.&nbsp;后面EC6和Model Y可能还带来一波市场关注，带动股价。6.&nbsp;年底NIO day 大概率发布ET7轿车采用很多最早EP9超跑的设计，市场需求和兴趣应该很稳。当然现在蔚来风险也还有的，外国媒体普遍很担心蔚来。反倒是中国社区支持的多很多。我冲了反正，亏的话就当是为国护盘，支持一波William Li。","text":"$蔚来(NIO)$我冲了 年底目标看到6+刀1. 新的ES8车评反馈非常好，蔚来的产品确实不错。产品好服务好就是企业当之无愧的核心竞争力，我长期看好。2. 汽车行业特别是新能源汽车行业将会是2025中国智造的重点发力领域，高层也会关注并扶持自主新能源汽车。3. Q2毛利率转正可以实现，高毛利率很大程度可能通过新的ES8的高毛利拉高整体毛利率。4. 合肥貌似说是4月底签，应该就这两周了。5. 后面EC6和Model Y可能还带来一波市场关注，带动股价。6. 年底NIO day 大概率发布ET7轿车采用很多最早EP9超跑的设计，市场需求和兴趣应该很稳。当然现在蔚来风险也还有的，外国媒体普遍很担心蔚来。反倒是中国社区支持的多很多。我冲了反正，亏的话就当是为国护盘，支持一波William Li。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/922413933","isVote":1,"tweetType":1,"viewCount":7845,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520854657621494","authorId":"3520854657621494","name":"我很有钱","avatar":"https://static.tigerbbs.com/2d9822e98615501c099cd34e49b8a0ad","crmLevel":2,"crmLevelSwitch":0},"content":"你没看美国新闻吧？","text":"你没看美国新闻吧？","html":"你没看美国新闻吧？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948760733,"gmtCreate":1595498200722,"gmtModify":1704209198816,"author":{"id":"3548591445329793","authorId":"3548591445329793","name":"乔治大兄弟","avatar":"https://static.tigerbbs.com/629dc49c212c18009c230d05417c7fbe","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>宁德时代最近的定向增发怕是为了和NIO Power+国家电网，搭建遍布全国的充换电网络。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>宁德时代最近的定向增发怕是为了和NIO Power+国家电网，搭建遍布全国的充换电网络。","text":"$蔚来(NIO)$宁德时代最近的定向增发怕是为了和NIO Power+国家电网，搭建遍布全国的充换电网络。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/948760733","isVote":1,"tweetType":1,"viewCount":2754,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479960647307143","authorId":"3479960647307143","name":"静静的百合May","avatar":"https://static.laohu8.com/f6d7ad213fd2b93063f38c8fdb1c0d34","crmLevel":3,"crmLevelSwitch":0},"content":"所以是高瓴在这个赛道再做一个布局","text":"所以是高瓴在这个赛道再做一个布局","html":"所以是高瓴在这个赛道再做一个布局"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949813295,"gmtCreate":1594211741717,"gmtModify":1704204421968,"author":{"id":"3548591445329793","authorId":"3548591445329793","name":"乔治大兄弟","avatar":"https://static.tigerbbs.com/629dc49c212c18009c230d05417c7fbe","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>6刀我都还加过仓 现在看看很稳总感觉就现在这价格 蔚来还能翻一倍....","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>6刀我都还加过仓 现在看看很稳总感觉就现在这价格 蔚来还能翻一倍....","text":"$蔚来(NIO)$6刀我都还加过仓 现在看看很稳总感觉就现在这价格 蔚来还能翻一倍....","images":[{"img":"https://static.tigerbbs.com/8f979a2f71e80131aa3fa72dcaf0a5cb","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":9,"repostSize":4,"link":"https://laohu8.com/post/949813295","isVote":1,"tweetType":1,"viewCount":3586,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"233188933891324","authorId":"233188933891324","name":"大风大浪","avatar":"https://static.tigerbbs.com/231e55d49ffb5f80d452bd37618064b1","crmLevel":8,"crmLevelSwitch":0},"content":"我十块加了一次","text":"我十块加了一次","html":"我十块加了一次"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":396963531,"gmtCreate":1607008750523,"gmtModify":1703845958166,"author":{"id":"3548591445329793","authorId":"3548591445329793","name":"乔治大兄弟","avatar":"https://static.tigerbbs.com/629dc49c212c18009c230d05417c7fbe","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>未来的汽车行业一定竞争非常激烈，能活下来的品牌一定得有自己拿得出手并让客户记住的竞争优势。蔚来有自己一整套的换电体系和标准，服务口碑好。活下来确定性最高。小鹏自动驾驶和智能方面做得非常不错，应该也有一席之地。但感觉<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>产品目前来说只是满足了市场的一个空隙，并没有自己的护城河。从经济模型角度来分析，这次融资其实反映出了管理层对于自己未来的不确定性，通过融资增加自己未来的存活率。而同样手握现金的蔚来和小鹏的管理层对于自己公司未来的发展，显得更加自信。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>未来的汽车行业一定竞争非常激烈，能活下来的品牌一定得有自己拿得出手并让客户记住的竞争优势。蔚来有自己一整套的换电体系和标准，服务口碑好。活下来确定性最高。小鹏自动驾驶和智能方面做得非常不错，应该也有一席之地。但感觉<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>产品目前来说只是满足了市场的一个空隙，并没有自己的护城河。从经济模型角度来分析，这次融资其实反映出了管理层对于自己未来的不确定性，通过融资增加自己未来的存活率。而同样手握现金的蔚来和小鹏的管理层对于自己公司未来的发展，显得更加自信。","text":"$蔚来(NIO)$$小鹏汽车(XPEV)$未来的汽车行业一定竞争非常激烈，能活下来的品牌一定得有自己拿得出手并让客户记住的竞争优势。蔚来有自己一整套的换电体系和标准，服务口碑好。活下来确定性最高。小鹏自动驾驶和智能方面做得非常不错，应该也有一席之地。但感觉$理想汽车(LI)$产品目前来说只是满足了市场的一个空隙，并没有自己的护城河。从经济模型角度来分析，这次融资其实反映出了管理层对于自己未来的不确定性，通过融资增加自己未来的存活率。而同样手握现金的蔚来和小鹏的管理层对于自己公司未来的发展，显得更加自信。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/396963531","isVote":1,"tweetType":1,"viewCount":8769,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"content":"一个都不看好，充电桩是通用的，感觉新势力造车会沦为摩拜和ofo这种开拓市场培养用户的先驱，开完路后被虎视眈眈的大佬们直接后发先至，一闷棍打死。","text":"一个都不看好，充电桩是通用的，感觉新势力造车会沦为摩拜和ofo这种开拓市场培养用户的先驱，开完路后被虎视眈眈的大佬们直接后发先至，一闷棍打死。","html":"一个都不看好，充电桩是通用的，感觉新势力造车会沦为摩拜和ofo这种开拓市场培养用户的先驱，开完路后被虎视眈眈的大佬们直接后发先至，一闷棍打死。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":952605377,"gmtCreate":1591953454399,"gmtModify":1704197725058,"author":{"id":"3548591445329793","authorId":"3548591445329793","name":"乔治大兄弟","avatar":"https://static.tigerbbs.com/629dc49c212c18009c230d05417c7fbe","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/LX\">$乐信(LX)$</a>继续加仓。Q1亏损是公司长远主动行为，Q2进入规模化盈利。用户营收继续保持大量增长。市盈率不到5的高成长公司，估值底部，坚定加仓等待修复。","listText":"<a href=\"https://laohu8.com/S/LX\">$乐信(LX)$</a>继续加仓。Q1亏损是公司长远主动行为，Q2进入规模化盈利。用户营收继续保持大量增长。市盈率不到5的高成长公司，估值底部，坚定加仓等待修复。","text":"$乐信(LX)$继续加仓。Q1亏损是公司长远主动行为，Q2进入规模化盈利。用户营收继续保持大量增长。市盈率不到5的高成长公司，估值底部，坚定加仓等待修复。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/958224442","isVote":1,"tweetType":1,"viewCount":2908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"109921353127640","authorId":"109921353127640","name":"降龙无悔","avatar":"https://static.tigerbbs.com/dea6a6ad82f509f07f16471ea9a8e919","crmLevel":2,"crmLevelSwitch":0},"content":"我觉得每只票都有主力在运作，特别是这种小市值","text":"我觉得每只票都有主力在运作，特别是这种小市值","html":"我觉得每只票都有主力在运作，特别是这种小市值"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942795620,"gmtCreate":1596207732260,"gmtModify":1704211806231,"author":{"id":"3548591445329793","authorId":"3548591445329793","name":"乔治大兄弟","avatar":"https://static.tigerbbs.com/629dc49c212c18009c230d05417c7fbe","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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不用担心蔚来市值上不去，迟早的事情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/942795620","isVote":1,"tweetType":1,"viewCount":2916,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503288246562077","authorId":"3503288246562077","name":"A股路人","avatar":"https://static.tigerbbs.com/cb736d69a0a239335b0ec03bb22b182d","crmLevel":1,"crmLevelSwitch":0},"content":"两年只卖这一款车，过不了多久必定跌破发行价","text":"两年只卖这一款车，过不了多久必定跌破发行价","html":"两年只卖这一款车，过不了多久必定跌破发行价"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945544567,"gmtCreate":1596629822959,"gmtModify":1704212954194,"author":{"id":"3548591445329793","authorId":"3548591445329793","name":"乔治大兄弟","avatar":"https://static.tigerbbs.com/629dc49c212c18009c230d05417c7fbe","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>领跑，<a href=\"https://laohu8.com/S/LX\">$乐信(LX)$</a>紧追其后？","listText":"这个算大哥<a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>领跑，<a 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17:53","market":"us","language":"zh","title":"理想汽车盘前涨逾4%，获高盛看高至20.6美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2061135750","media":"格隆汇APP","summary":"周一，$理想汽车(LI)$盘前涨超4%。\n\n\n\n消息面上，$高盛(GS)$首次给予理想汽车“买入”评级及目标价20.6美元。该行指出理想汽车构想和创造了引人注目的电动汽车消费体验，这使其有别于其他中国汽车制造企业。\n\n高盛认为，理想ONE是理想汽车更宏伟创新计划中的第一步，有助于提振该公司股价。","content":"<p>周一，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>盘前涨超4%。</p><p><img src=\"https://static.tigerbbs.com/057990117dd63bd1321b6a84d1a4aad4\" tg-width=\"355\" tg-height=\"700\"></p><p>消息面上，<a href=\"https://laohu8.com/S/GS\">高盛</a>首次给予理想汽车“买入”评级及目标价20.6美元。该行指出理想汽车构想和创造了引人注目的电动汽车消费体验，这使其有别于其他中国汽车制造企业。</p><p>高盛认为，理想ONE是理想汽车更宏伟创新计划中的第一步，有助于提振该公司股价。</p>","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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href=http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae77020013bh5.html><strong>格隆汇APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，理想汽车盘前涨超4%。消息面上，高盛首次给予理想汽车“买入”评级及目标价20.6美元。该行指出理想汽车构想和创造了引人注目的电动汽车消费体验，这使其有别于其他中国汽车制造企业。高盛认为，理想ONE是理想汽车更宏伟创新计划中的第一步，有助于提振该公司股价。</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae77020013bh5.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76c5bbedb140b264efbc21aa5e0366a1","relate_stocks":{"LI":"理想汽车","GS":"高盛"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae77020013bh5.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2061135750","content_text":"周一，理想汽车盘前涨超4%。消息面上，高盛首次给予理想汽车“买入”评级及目标价20.6美元。该行指出理想汽车构想和创造了引人注目的电动汽车消费体验，这使其有别于其他中国汽车制造企业。高盛认为，理想ONE是理想汽车更宏伟创新计划中的第一步，有助于提振该公司股价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1857,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499865111268613","authorId":"3499865111268613","name":"鲜嫩de韭菜","avatar":"https://static.tigerbbs.com/97a7506e480ea39663d893672185df5a","crmLevel":2,"crmLevelSwitch":0},"content":"高盛畜牲不如，为了自己股票套现而已","text":"高盛畜牲不如，为了自己股票套现而已","html":"高盛畜牲不如，为了自己股票套现而已"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954222360,"gmtCreate":1592941123950,"gmtModify":1704200702856,"author":{"id":"3548591445329793","authorId":"3548591445329793","name":"乔治大兄弟","avatar":"https://static.tigerbbs.com/629dc49c212c18009c230d05417c7fbe","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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