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T0000023863
2021-02-12
$迪士尼(DIS)$
赌一波末日期权
T0000023863
2020-10-22
$特斯拉(TSLA)$
这尼玛不涨不跌,震荡几个点糊弄鬼呢?给爷涨起来
T0000023863
2020-10-22
空头给爷死
抱歉,原内容已删除
T0000023863
2020-10-21
今晚盘后给我涨20个点,给我冲
抱歉,原内容已删除
T0000023863
2020-10-20
$联邦快递(FDX)$
现在四成仓位买下周fdx300行权价看涨期权,昨天没有平仓的zm的期权从昨天获利200%到今天跌到只获利200%,没办法zm只能先平了,这段行情没想到就三天,想吃掉一段趋势舍弃最后一天的跌幅是可以原谅的,fdx的涨幅这一个月来惊人,既然趋势任没有改变,而且高点也没发出巨量,所以买入看涨,接下来就看他的上升行情还能持续多久了,只要他没有出现阴线绝不平仓
$Zoom(ZM)$
2020/10/20
T0000023863
2020-10-20
$Zoom(ZM)$
今天zm继续强势,今天再翻一倍,明天依然看涨
T0000023863
2020-10-19
上星期三买的,两天翻几倍,继续持有,再涨两天问题不大,出现放大量加上影线再平仓,把zm这段上涨行情全部吃掉
T0000023863
2020-10-16
给我冲
抱歉,原内容已删除
T0000023863
2020-10-16
买他不如买蔚来
抱歉,原内容已删除
T0000023863
2020-10-16
这消息也有人信?
抱歉,原内容已删除
T0000023863
2020-09-18
反向指标?
抱歉,原内容已删除
去老虎APP查看更多动态
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2020/10/20","images":[{"img":"https://static.tigerbbs.com/800c2f56fd589a60beebf504ff6a449c","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/303404244","isVote":1,"tweetType":1,"viewCount":4325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":303643263,"gmtCreate":1603126717952,"gmtModify":1703828812664,"author":{"id":"3549015985217447","authorId":"3549015985217447","name":"T0000023863","avatar":"https://static.tigerbbs.com/fb8c3e1cc6493709cfc0cc7aac43b004","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>今天zm继续强势,今天再翻一倍,明天依然看涨","listText":"<a 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href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车将从投资者手中赎回蔚来中国8.6%的股权。赎回耗资总额为人民币5.115亿元。</p><p>受此消息影响,蔚来现涨2%。</p><p><img src=\"https://static.tigerbbs.com/aaadc21540e3170ee7bda46e63631557\" tg-width=\"828\" 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Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1603311087,"share":"https://www.laohu8.com/m/news/2077566836?lang=&edition=full","pubTime":"2020-10-22 04:11","market":"us","language":"en","title":"Tesla Says Energy Storage Business Reached Record Deployments Of 759 MWh In Q3","url":"https://stock-news.laohu8.com/highlight/detail?id=2077566836","media":"Benzinga","summary":"Tesla Says Energy Storage Business Reached Record Deployments Of 759 MWh In Q3","content":"<html><body><p>Tesla Says Energy Storage Business Reached Record Deployments Of 759 MWh In Q3</p></body></html>","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>Tesla Says Energy Storage Business Reached Record Deployments Of 759 MWh In Q3</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; 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style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2020-10-22 04:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Tesla Says Energy Storage Business Reached Record Deployments Of 759 MWh In Q3</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/node/18003719","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2077566836","content_text":"Tesla Says Energy Storage Business Reached Record Deployments Of 759 MWh In Q3","news_type":1},"isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301018678,"gmtCreate":1603289678694,"gmtModify":1703829408632,"author":{"id":"3549015985217447","authorId":"3549015985217447","name":"T0000023863","avatar":"https://static.tigerbbs.com/fb8c3e1cc6493709cfc0cc7aac43b004","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"今晚盘后给我涨20个点,给我冲","listText":"今晚盘后给我涨20个点,给我冲","text":"今晚盘后给我涨20个点,给我冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301018678","repostId":"1138896553","repostType":4,"repost":{"id":"1138896553","pubTimestamp":1603278464,"share":"https://www.laohu8.com/m/news/1138896553?lang=&edition=full","pubTime":"2020-10-21 19:07","market":"us","language":"zh","title":"美国女股神认为特斯拉股价还能再翻一倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1138896553","media":"丫丫港股圈","summary":"今年以来,以特斯拉为首的新能源汽车势头火热涡。","content":"<p>21日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克在推特称,全自动驾驶测试版将于当地时间今晚推出。</p><p><img src=\"https://static.tigerbbs.com/3d25f582d835a606ce060a9300d4fbd8\" tg-width=\"590\" tg-height=\"106\"></p><p><b>对于特斯拉来说,这将是一个里程碑式的发布。</b></p><p>虽然今年以来,以特斯拉为首的新能源汽车势头火热,但是仅仅一年之前,特斯拉仍然深陷舆论漩涡。</p><p>当时特斯拉破产、私有化、无法量产等各种负面新闻充斥媒体,股价也频频被对冲基金空头锤爆。只有少数几只长线资金依然坚定陪伴,这些基金在今年都获得了丰厚的回报。</p><p>Ark就是其中一只。</p><p>那么,是什么让我们契妈Cathie Wood如此坚定地持有特斯拉呢?是爱吗?</p><p>假如提早看到了契妈Cathie Wood的分析,可能今年已经财务自由了</p><p><b>当然不是。</b></p><p>能让Cathie Wood和她的Ark Investment坚定的持有特斯拉,不是信仰,而是<b>财务模型。</b></p><p>而这个财务模型里面,最关键的因素,就是自动驾驶。</p><p><b>Ark的分析</b></p><p>早在2018年8月,当马斯克提出要以420美元/股的价格私有化特斯拉时,我们的干妈就发过一封公开信,恳请马斯克不要私有化。</p><p><img src=\"https://static.tigerbbs.com/26874b048b374811c126aff4b4b21268\" tg-width=\"971\" tg-height=\"303\"></p><p>为了证明不进行私有化,特斯拉获益更大,这封信详细披露了Ark是如何对特斯拉进行估值的。</p><p>按信中所说,假如一切进展顺利,特斯拉在2023年的股价将到达<b>4000美元/股,</b>远远超过当时的320美元/股。</p><p>即使放在现在,这个股价也是惊人的,但是想想特斯拉过去一年的涨幅...算了,我们来看看她的分析吧。</p><p>按照Ark的设想,到2023年特斯拉的业务会有两个部分:<b>汽车销售</b>和<b>移动服务。</b></p><p>汽车销售业务很容易理解,2018年特斯拉的汽车销售是12.6万辆,Ark预计到2023年,特斯拉将销售160万辆汽车,为特斯拉带来816亿美元的收入。</p><p>这部分的收入毛利率是30%,三费支出是10%,研发费用13%,得出EBIT是53亿美金。</p><p><img src=\"https://static.tigerbbs.com/299ac628ad958253a4924585e0a1e786\" tg-width=\"661\" tg-height=\"229\"></p><p>而EBITDA + R&D的总规模是183.6亿美金,按照8倍的EV/EBITDA + R&D来计算,那么特斯拉的市值将会是1468亿美金,合股价每股736美元,相当于现价的CAGR是18%。</p><p><img src=\"https://static.tigerbbs.com/0bcd84624b0875768ff79dec585f1c2f\" tg-width=\"661\" tg-height=\"271\"></p><p>虽然说一年卖160万辆新能源汽车,而且单车售价高达5万美金有点进取,但是以我们马一龙的能力,踮踮脚还是能够着的。</p><p><b>但是接下来4000美元的部分就更精彩了。</b></p><p>在Ark的设想中,预测分为牛市模式和熊市模式,熊市模式的特斯拉就是只卖车,而牛市模式就是组建了自己的<b>完全自动驾驶车队。</b></p><p>这个完全自动驾驶车队,并不是特斯拉自有车队,而是特斯拉的车主自愿让汽车在空闲的时候接客,从而提供一种Mobility-as-a-Service的服务。</p><p>在财务模型里面,全自动驾驶车队在2023年将会有424万辆,每辆车会跑11.6万公里,每公里1美元,其中70%通过特斯拉的平台,为特斯拉带来3447亿美元的毛收入。</p><p><img src=\"https://static.tigerbbs.com/c02ee77da68298e0c0f58149ad9b47d8\" tg-width=\"660\" tg-height=\"218\"></p><p>而这些收入是互联网式收入,利润率特别高,每年可以为特斯拉带来362亿美金的现金,假如按13.6倍估值,加上卖车部分的收入,特斯拉的市值可以高达8500亿美元!</p><p><img src=\"https://static.tigerbbs.com/6facf8409a3285df4298058d0b68d401\" tg-width=\"660\" tg-height=\"272\"></p><p>这个预测在我看来是疯狂的,先不说大家是否愿意放自己的爱车出去\"接客\",假如真的有全自动驾驶出租车队,大家的买车意愿就会下降,到时候特斯拉还能否一年卖160万辆车?</p><p>今年,\"契妈\"对特斯拉更加乐观了,将2024年的目标价上调至7000美元(即拆股后的1400美元),要实现这个目标,今晚的全自动驾驶发布会,将是一个关键。</p><p><b>周期性 vs 成长性</b></p><p>和年轻的Ark分析师Tasha Keeney坚定看好自动驾驶业务不同,老一辈的投资人对汽车行业,更看重的是<b>重资产</b>和<b>周期性。</b></p><p><img src=\"https://static.tigerbbs.com/98eecda1abbf27e053402858aa271a0a\" tg-width=\"1024\" tg-height=\"574\"></p><p>在著名的太阳谷演讲中,巴菲特在展示了一张印有2000家汽车公司的清单后说。</p><p><b>汽车虽然是重大发明,但是你无法从投资中赚钱。</b></p><p>因为汽车产品差异化很小,竞争非常激烈,同时需要投入大量资金来进行研发、生产,假如重金投入的车型,刚好热销那还好。</p><p>假如滞销的话,那对公司来说将是灾难,所以2008年金融危机的时候,美国三大车企差点同时破产。</p><p>即使是现在,全球卖车最多的丰田,营收收入2768亿美元,净利润192亿美元,净利润率仅有7%。</p><p>而非流动负债高达1252亿美元,一旦出现经济危机,车卖得不好,日子会十分艰难。</p><p><img src=\"https://static.tigerbbs.com/d3c4d5b4bf947bc1b7e2c54b733b0751\" tg-width=\"1044\" tg-height=\"424\"></p><p>其他投资大师,如彼得林奇、约翰·聂夫、邓普顿等,基本也是如此看待汽车行业。</p><p>当年让各位投资大师封神的克莱斯勒一役(50倍回报),离不开经济回暖这个大背景,同时克莱斯勒股价便宜(市场预计要破产),又有充足的现金(10亿美元),再加上\"微型旅行车\"这种杀手车型,这笔投资才会如此成功。</p><p><b>因此,相比起特斯拉各种充满想象力的业务,我认为更应该关注的是它的造车成本。</b>对此,Ark的分析师也有相关的分析。</p><p>在Ark宏大的特斯拉估值目标中,<b>毛利率的提升</b>是很重要的部分。根据赖特定律,某种产品的累计产量每增加一倍,成本就会下降一个恒定的百分比。</p><p>麻省理工专门研究过赖特定律在多个不同产业产品上的准确性,结果从<a href=\"https://laohu8.com/S/000591\">太阳能</a>到电视,从半导体到烤箱,都符合这个定律。</p><p>Model 3目前的成本优化,也满足这个定律。<b>而且相比传统燃油车很难在规模上翻番,特斯拉的新能源产量翻倍的机会还很大,意味着未来成本会更低。</b></p><p><img src=\"https://static.tigerbbs.com/bd4a6a477a056bb48a0a5d6431ec90fc\" tg-width=\"1080\" tg-height=\"605\"></p><p>而Model 3之所以能符合这个定律,<b>一方面是由于特斯拉全自动化工厂的效率,远远高于传统汽车制造商。</b></p><p>在特斯拉的工厂里面,雇员只需要定期维护、升级机器即可,无需投入过多的人力在生产中。</p><p><img src=\"https://static.tigerbbs.com/c5c263586b84cc6ede5956df12cbb25f\" tg-width=\"717\" tg-height=\"378\"></p><p>因此,特斯拉的每工人汽车生产量会大幅度攀升,这个改革就类似于1914年福特生产T型车大幅度提升效率一样。</p><p>同时,特斯拉也不会碰到上世纪底特律那种汽车卖不出去,又要支付巨额工人退休金,最后破产的困境。</p><p><img src=\"https://static.tigerbbs.com/70b62061ac3fbec26b0954ed993e906c\" tg-width=\"721\" tg-height=\"393\"></p><p><b>另外一方面,则得益于CEO马斯克的第一性原则。</b>凡事都从最根本的问题出发,就好像以下视频的例子,马斯克讲述了他是如何去优化电池成本的。</p><p>实际上相比特斯拉的全自动驾驶,我认为更核心的关注点是<b>成本。</b></p><p>假如特斯拉、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>可以将成本继续压低,让资本效率持续高于传统燃油车,那么它们的汽车销售业务会产生更多的现金。</p><p>然后,它们可以更加快速的扩大生产,继续降低成本,形成飞轮效应,同时也可以抵御周期的影响。</p><p><b>结语</b></p><p>综合以上分析,去年180-200美元的特斯拉确实是一个不错的投资标的,首先刚刚经历完破产风波,其次新车型Model 3顺利量产,颇有点当年克莱斯勒的味道。</p><p>但是特斯拉要完成2023年800美元/2024年1400美元的目标价,要做的事情实在太多太多。<b>今晚的全自动驾驶,就是关键的一步。</b></p><p>从投资上,我不认为目前的特斯拉还有买入的价值,不确定性太大。</p><p>但是从公司的层面,我还是希望特斯拉可以完成它吹过的牛逼。</p><p>无论是自动驾驶、MaaS,还是电动卡车、电动货车甚至电动飞机,这些东西都会让世界变得更好。</p><p><img src=\"https://static.tigerbbs.com/cddef7bedf26ade690c436809cc9abfd\" tg-width=\"480\" tg-height=\"270\"></p><p>假如你说还想投资新能源潮流的话,我认为还是有机会的。</p><p>之前<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的分析师Nick Lai发表了一篇报告,将蔚来的目标价从14美元大幅上调至40美元,其中一个逻辑是,新能源汽车市场并非\"赢家通吃\",蔚来有机会获取7%的市场份额。</p><p>从历史来看,汽车市场的格局确实是分散的,不止蔚来,理想、小鹏、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>都有机会。</p><p><img src=\"https://static.tigerbbs.com/9c7cc899a24d85570bc31979fe6a2b34\" tg-width=\"1080\" tg-height=\"575\"></p>","source":"lsy1568959956107","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>美国女股神认为特斯拉股价还能再翻一倍</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{ 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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美国女股神认为特斯拉股价还能再翻一倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-21 19:07 北京时间 <a href=https://mp.weixin.qq.com/s/N8AMc4Z1ClFTxqXoiQV9PQ><strong>丫丫港股圈</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>21日,特斯拉CEO马斯克在推特称,全自动驾驶测试版将于当地时间今晚推出。对于特斯拉来说,这将是一个里程碑式的发布。虽然今年以来,以特斯拉为首的新能源汽车势头火热,但是仅仅一年之前,特斯拉仍然深陷舆论漩涡。当时特斯拉破产、私有化、无法量产等各种负面新闻充斥媒体,股价也频频被对冲基金空头锤爆。只有少数几只长线资金依然坚定陪伴,这些基金在今年都获得了丰厚的回报。Ark就是其中一只。那么,是什么让我们...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/N8AMc4Z1ClFTxqXoiQV9PQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/98eecda1abbf27e053402858aa271a0a","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/N8AMc4Z1ClFTxqXoiQV9PQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138896553","content_text":"21日,特斯拉CEO马斯克在推特称,全自动驾驶测试版将于当地时间今晚推出。对于特斯拉来说,这将是一个里程碑式的发布。虽然今年以来,以特斯拉为首的新能源汽车势头火热,但是仅仅一年之前,特斯拉仍然深陷舆论漩涡。当时特斯拉破产、私有化、无法量产等各种负面新闻充斥媒体,股价也频频被对冲基金空头锤爆。只有少数几只长线资金依然坚定陪伴,这些基金在今年都获得了丰厚的回报。Ark就是其中一只。那么,是什么让我们契妈Cathie Wood如此坚定地持有特斯拉呢?是爱吗?假如提早看到了契妈Cathie Wood的分析,可能今年已经财务自由了当然不是。能让Cathie Wood和她的Ark Investment坚定的持有特斯拉,不是信仰,而是财务模型。而这个财务模型里面,最关键的因素,就是自动驾驶。Ark的分析早在2018年8月,当马斯克提出要以420美元/股的价格私有化特斯拉时,我们的干妈就发过一封公开信,恳请马斯克不要私有化。为了证明不进行私有化,特斯拉获益更大,这封信详细披露了Ark是如何对特斯拉进行估值的。按信中所说,假如一切进展顺利,特斯拉在2023年的股价将到达4000美元/股,远远超过当时的320美元/股。即使放在现在,这个股价也是惊人的,但是想想特斯拉过去一年的涨幅...算了,我们来看看她的分析吧。按照Ark的设想,到2023年特斯拉的业务会有两个部分:汽车销售和移动服务。汽车销售业务很容易理解,2018年特斯拉的汽车销售是12.6万辆,Ark预计到2023年,特斯拉将销售160万辆汽车,为特斯拉带来816亿美元的收入。这部分的收入毛利率是30%,三费支出是10%,研发费用13%,得出EBIT是53亿美金。而EBITDA + R&D的总规模是183.6亿美金,按照8倍的EV/EBITDA + R&D来计算,那么特斯拉的市值将会是1468亿美金,合股价每股736美元,相当于现价的CAGR是18%。虽然说一年卖160万辆新能源汽车,而且单车售价高达5万美金有点进取,但是以我们马一龙的能力,踮踮脚还是能够着的。但是接下来4000美元的部分就更精彩了。在Ark的设想中,预测分为牛市模式和熊市模式,熊市模式的特斯拉就是只卖车,而牛市模式就是组建了自己的完全自动驾驶车队。这个完全自动驾驶车队,并不是特斯拉自有车队,而是特斯拉的车主自愿让汽车在空闲的时候接客,从而提供一种Mobility-as-a-Service的服务。在财务模型里面,全自动驾驶车队在2023年将会有424万辆,每辆车会跑11.6万公里,每公里1美元,其中70%通过特斯拉的平台,为特斯拉带来3447亿美元的毛收入。而这些收入是互联网式收入,利润率特别高,每年可以为特斯拉带来362亿美金的现金,假如按13.6倍估值,加上卖车部分的收入,特斯拉的市值可以高达8500亿美元!这个预测在我看来是疯狂的,先不说大家是否愿意放自己的爱车出去\"接客\",假如真的有全自动驾驶出租车队,大家的买车意愿就会下降,到时候特斯拉还能否一年卖160万辆车?今年,\"契妈\"对特斯拉更加乐观了,将2024年的目标价上调至7000美元(即拆股后的1400美元),要实现这个目标,今晚的全自动驾驶发布会,将是一个关键。周期性 vs 成长性和年轻的Ark分析师Tasha Keeney坚定看好自动驾驶业务不同,老一辈的投资人对汽车行业,更看重的是重资产和周期性。在著名的太阳谷演讲中,巴菲特在展示了一张印有2000家汽车公司的清单后说。汽车虽然是重大发明,但是你无法从投资中赚钱。因为汽车产品差异化很小,竞争非常激烈,同时需要投入大量资金来进行研发、生产,假如重金投入的车型,刚好热销那还好。假如滞销的话,那对公司来说将是灾难,所以2008年金融危机的时候,美国三大车企差点同时破产。即使是现在,全球卖车最多的丰田,营收收入2768亿美元,净利润192亿美元,净利润率仅有7%。而非流动负债高达1252亿美元,一旦出现经济危机,车卖得不好,日子会十分艰难。其他投资大师,如彼得林奇、约翰·聂夫、邓普顿等,基本也是如此看待汽车行业。当年让各位投资大师封神的克莱斯勒一役(50倍回报),离不开经济回暖这个大背景,同时克莱斯勒股价便宜(市场预计要破产),又有充足的现金(10亿美元),再加上\"微型旅行车\"这种杀手车型,这笔投资才会如此成功。因此,相比起特斯拉各种充满想象力的业务,我认为更应该关注的是它的造车成本。对此,Ark的分析师也有相关的分析。在Ark宏大的特斯拉估值目标中,毛利率的提升是很重要的部分。根据赖特定律,某种产品的累计产量每增加一倍,成本就会下降一个恒定的百分比。麻省理工专门研究过赖特定律在多个不同产业产品上的准确性,结果从太阳能到电视,从半导体到烤箱,都符合这个定律。Model 3目前的成本优化,也满足这个定律。而且相比传统燃油车很难在规模上翻番,特斯拉的新能源产量翻倍的机会还很大,意味着未来成本会更低。而Model 3之所以能符合这个定律,一方面是由于特斯拉全自动化工厂的效率,远远高于传统汽车制造商。在特斯拉的工厂里面,雇员只需要定期维护、升级机器即可,无需投入过多的人力在生产中。因此,特斯拉的每工人汽车生产量会大幅度攀升,这个改革就类似于1914年福特生产T型车大幅度提升效率一样。同时,特斯拉也不会碰到上世纪底特律那种汽车卖不出去,又要支付巨额工人退休金,最后破产的困境。另外一方面,则得益于CEO马斯克的第一性原则。凡事都从最根本的问题出发,就好像以下视频的例子,马斯克讲述了他是如何去优化电池成本的。实际上相比特斯拉的全自动驾驶,我认为更核心的关注点是成本。假如特斯拉、蔚来可以将成本继续压低,让资本效率持续高于传统燃油车,那么它们的汽车销售业务会产生更多的现金。然后,它们可以更加快速的扩大生产,继续降低成本,形成飞轮效应,同时也可以抵御周期的影响。结语综合以上分析,去年180-200美元的特斯拉确实是一个不错的投资标的,首先刚刚经历完破产风波,其次新车型Model 3顺利量产,颇有点当年克莱斯勒的味道。但是特斯拉要完成2023年800美元/2024年1400美元的目标价,要做的事情实在太多太多。今晚的全自动驾驶,就是关键的一步。从投资上,我不认为目前的特斯拉还有买入的价值,不确定性太大。但是从公司的层面,我还是希望特斯拉可以完成它吹过的牛逼。无论是自动驾驶、MaaS,还是电动卡车、电动货车甚至电动飞机,这些东西都会让世界变得更好。假如你说还想投资新能源潮流的话,我认为还是有机会的。之前摩根大通的分析师Nick Lai发表了一篇报告,将蔚来的目标价从14美元大幅上调至40美元,其中一个逻辑是,新能源汽车市场并非\"赢家通吃\",蔚来有机会获取7%的市场份额。从历史来看,汽车市场的格局确实是分散的,不止蔚来,理想、小鹏、比亚迪都有机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303958315,"gmtCreate":1602858559937,"gmtModify":1703828249404,"author":{"id":"3549015985217447","authorId":"3549015985217447","name":"T0000023863","avatar":"https://static.tigerbbs.com/fb8c3e1cc6493709cfc0cc7aac43b004","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"给我冲","listText":"给我冲","text":"给我冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303958315","repostId":"1139242569","repostType":4,"repost":{"id":"1139242569","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1602858258,"share":"https://www.laohu8.com/m/news/1139242569?lang=&edition=full","pubTime":"2020-10-16 22:24","market":"us","language":"zh","title":"Zoom涨超4%再续历史新高,多家投行齐升目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1139242569","media":"老虎资讯综合","summary":"10月16日,Zoom涨超4%,再续历史新高,市值达1589亿美元。\n\n近日多家投行上调Zoom目标价:\n当地时间周四,Berstein将Zoom的目标价由228美元上调至661美元。分析师Zane ","content":"<p>10月16日,Zoom涨超4%,再续历史新高,市值达1589亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/a6775a3d036723457acc58afa1b6df6d\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>近日多家投行上调Zoom目标价:</p>\n<p>当地时间周四,Berstein将Zoom的目标价由228美元上调至661美元。分析师Zane Chrane认为,Zoom Phone用户数仅达到了其潜在用户群的1%,或在未来几年推动其收入增长至数十亿美元。Chrane预计Zoom明年将增加16.6亿美元的经常性收入。</p>\n<p>同日,Needham & Company LLC将Zoom的目标价从440美元上调至540美元,并给予该股「买入」评级。</p>\n<p>此外,DA Davidson也将Zoom的目标价从460美元上调至600美元,并给予该公司股票「买入」评级。</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>Zoom涨超4%再续历史新高,多家投行齐升目标价</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\">\nZoom涨超4%再续历史新高,多家投行齐升目标价\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\">2020-10-16 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月16日,Zoom涨超4%,再续历史新高,市值达1589亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/a6775a3d036723457acc58afa1b6df6d\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>近日多家投行上调Zoom目标价:</p>\n<p>当地时间周四,Berstein将Zoom的目标价由228美元上调至661美元。分析师Zane Chrane认为,Zoom Phone用户数仅达到了其潜在用户群的1%,或在未来几年推动其收入增长至数十亿美元。Chrane预计Zoom明年将增加16.6亿美元的经常性收入。</p>\n<p>同日,Needham & Company LLC将Zoom的目标价从440美元上调至540美元,并给予该股「买入」评级。</p>\n<p>此外,DA Davidson也将Zoom的目标价从460美元上调至600美元,并给予该公司股票「买入」评级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c33fdf528fbdebeba37fd9befe492c1d","relate_stocks":{"ZM":"Zoom"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139242569","content_text":"10月16日,Zoom涨超4%,再续历史新高,市值达1589亿美元。\n\n近日多家投行上调Zoom目标价:\n当地时间周四,Berstein将Zoom的目标价由228美元上调至661美元。分析师Zane Chrane认为,Zoom Phone用户数仅达到了其潜在用户群的1%,或在未来几年推动其收入增长至数十亿美元。Chrane预计Zoom明年将增加16.6亿美元的经常性收入。\n同日,Needham & Company LLC将Zoom的目标价从440美元上调至540美元,并给予该股「买入」评级。\n此外,DA Davidson也将Zoom的目标价从460美元上调至600美元,并给予该公司股票「买入」评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303023632,"gmtCreate":1602829246326,"gmtModify":1703828092374,"author":{"id":"3549015985217447","authorId":"3549015985217447","name":"T0000023863","avatar":"https://static.tigerbbs.com/fb8c3e1cc6493709cfc0cc7aac43b004","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"买他不如买蔚来","listText":"买他不如买蔚来","text":"买他不如买蔚来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303023632","repostId":"1157820460","repostType":4,"repost":{"id":"1157820460","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1602827152,"share":"https://www.laohu8.com/m/news/1157820460?lang=&edition=full","pubTime":"2020-10-16 13:45","market":"us","language":"zh","title":"市场消息:蚂蚁集团拟将IPO估值目标上调至2800亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157820460","media":"老虎资讯综合","summary":"10月16日讯,据知情人士透露,由于需求强劲,蚂蚁集团计划将首次公开募股(IPO)的估值目标提高到至少2800亿美元。尽管特朗普政府考虑对这家中国金融科技巨头施加限制措施,蚂蚁集团仍在推进IPO进程。","content":"<p>10月16日讯,据知情人士透露,由于需求强劲,蚂蚁集团计划将首次公开募股(IPO)的估值目标提高到至少2800亿美元。尽管特朗普政府考虑对这家中国金融科技巨头施加限制措施,蚂蚁集团仍在推进IPO进程。</p><p>由于事项尚未公开而不愿具名的知情人士称,在与投资者初步讨论后,蚂蚁集团将把估值目标在之前预估的2500亿美元基础上至少提高约12%。知情人士称,蚂蚁集团计划通过IPO募集约350亿美元。</p><p>知情人士称,虽然美国可能会有不利举措,但马云旗下的蚂蚁集团仍在推进可能成为全球最大规模的这宗IPO交易,将于香港和上海两地同时上市。若估值为2800亿美元,蚂蚁集团规模将超过美国银行,三倍于花旗集团,其IPO发行规模将超过沙特阿美创纪录的290亿美元。(彭博)</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>市场消息:蚂蚁集团拟将IPO估值目标上调至2800亿美元</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市场消息:蚂蚁集团拟将IPO估值目标上调至2800亿美元\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\">2020-10-16 13:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月16日讯,据知情人士透露,由于需求强劲,蚂蚁集团计划将首次公开募股(IPO)的估值目标提高到至少2800亿美元。尽管特朗普政府考虑对这家中国金融科技巨头施加限制措施,蚂蚁集团仍在推进IPO进程。</p><p>由于事项尚未公开而不愿具名的知情人士称,在与投资者初步讨论后,蚂蚁集团将把估值目标在之前预估的2500亿美元基础上至少提高约12%。知情人士称,蚂蚁集团计划通过IPO募集约350亿美元。</p><p>知情人士称,虽然美国可能会有不利举措,但马云旗下的蚂蚁集团仍在推进可能成为全球最大规模的这宗IPO交易,将于香港和上海两地同时上市。若估值为2800亿美元,蚂蚁集团规模将超过美国银行,三倍于花旗集团,其IPO发行规模将超过沙特阿美创纪录的290亿美元。(彭博)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157820460","content_text":"10月16日讯,据知情人士透露,由于需求强劲,蚂蚁集团计划将首次公开募股(IPO)的估值目标提高到至少2800亿美元。尽管特朗普政府考虑对这家中国金融科技巨头施加限制措施,蚂蚁集团仍在推进IPO进程。由于事项尚未公开而不愿具名的知情人士称,在与投资者初步讨论后,蚂蚁集团将把估值目标在之前预估的2500亿美元基础上至少提高约12%。知情人士称,蚂蚁集团计划通过IPO募集约350亿美元。知情人士称,虽然美国可能会有不利举措,但马云旗下的蚂蚁集团仍在推进可能成为全球最大规模的这宗IPO交易,将于香港和上海两地同时上市。若估值为2800亿美元,蚂蚁集团规模将超过美国银行,三倍于花旗集团,其IPO发行规模将超过沙特阿美创纪录的290亿美元。(彭博)","news_type":1},"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303023393,"gmtCreate":1602829193912,"gmtModify":1703828091518,"author":{"id":"3549015985217447","authorId":"3549015985217447","name":"T0000023863","avatar":"https://static.tigerbbs.com/fb8c3e1cc6493709cfc0cc7aac43b004","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这消息也有人信?","listText":"这消息也有人信?","text":"这消息也有人信?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303023393","repostId":"2075345395","repostType":4,"repost":{"id":"2075345395","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1602817740,"share":"https://www.laohu8.com/m/news/2075345395?lang=&edition=full","pubTime":"2020-10-16 11:09","market":"us","language":"zh","title":"白云山涨超11%,钟南山团队称复方板蓝根对新冠病毒有效","url":"https://stock-news.laohu8.com/highlight/detail?id=2075345395","media":"老虎资讯综合","summary":"10月16日消息,白云山涨幅扩大至11.20%,现报21.35港元,最新市值46.949亿港元。\n 13日,“粤澳呼吸道病原体新药联合研究中心”第四次理事会白云山板蓝根澳门转化研讨会暨合作签约仪式在广州举行。会上,中国工程院院士钟南山透露,研究团队开展了一系列体外研究发现,白云山复方板蓝根颗粒对新冠病毒有效。此外,白云山板蓝根、白云山复方板蓝根科研成果计划在澳门产业化,成为广药集团澳门国际总部成立后首个落地项目。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:陈诗莹","content":"<p>10月16日消息,<a href=\"https://laohu8.com/S/600332\">白云山</a>触及涨停,而<a href=\"https://laohu8.com/S/00874\">白云山</a>H股亦表现强势,涨幅扩大至10%。消息上,钟南山团队:体外研究发现白云山复方板蓝根对新冠病毒有效。<img src=\"https://static.tigerbbs.com/ab072e1e0a2ddedd602c8e4fcd35b210\" tg-width=\"840\" tg-height=\"470\">13日,“粤澳呼吸道病原体新药联合研究中心”第四次理事会<a href=\"https://laohu8.com/S/00874\">白云山</a>板蓝根澳门转化研讨会暨合作签约仪式在广州举行。会上,中国工程院院士钟南山透露,研究团队开展了一系列体外研究发现,白云山复方板蓝根颗粒对新冠病毒有效。此外,白云山板蓝根、白云山复方板蓝根科研成果计划在澳门产业化,成为广药集团澳门国际总部成立后首个落地项目。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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\">2020-10-16 11:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月16日消息,<a href=\"https://laohu8.com/S/600332\">白云山</a>触及涨停,而<a href=\"https://laohu8.com/S/00874\">白云山</a>H股亦表现强势,涨幅扩大至10%。消息上,钟南山团队:体外研究发现白云山复方板蓝根对新冠病毒有效。<img src=\"https://static.tigerbbs.com/ab072e1e0a2ddedd602c8e4fcd35b210\" tg-width=\"840\" tg-height=\"470\">13日,“粤澳呼吸道病原体新药联合研究中心”第四次理事会<a href=\"https://laohu8.com/S/00874\">白云山</a>板蓝根澳门转化研讨会暨合作签约仪式在广州举行。会上,中国工程院院士钟南山透露,研究团队开展了一系列体外研究发现,白云山复方板蓝根颗粒对新冠病毒有效。此外,白云山板蓝根、白云山复方板蓝根科研成果计划在澳门产业化,成为广药集团澳门国际总部成立后首个落地项目。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edc98c04cdc47dd0d16e08274ce9a364","relate_stocks":{"600332":"白云山","00874":"白云山"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2075345395","content_text":"10月16日消息,白云山触及涨停,而白云山H股亦表现强势,涨幅扩大至10%。消息上,钟南山团队:体外研究发现白云山复方板蓝根对新冠病毒有效。13日,“粤澳呼吸道病原体新药联合研究中心”第四次理事会白云山板蓝根澳门转化研讨会暨合作签约仪式在广州举行。会上,中国工程院院士钟南山透露,研究团队开展了一系列体外研究发现,白云山复方板蓝根颗粒对新冠病毒有效。此外,白云山板蓝根、白云山复方板蓝根科研成果计划在澳门产业化,成为广药集团澳门国际总部成立后首个落地项目。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}