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Ha4es
2021-03-31
这篇文章不错，转发给大家看看
@许亚鑫:雷布斯官宣造车，A50筑底持续！
Ha4es
2021-02-22
本来拜登政府已经想着调整政策了，被你这么“敦促”，恐怕又另说了。。醉了
抱歉，原内容已删除
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href=\"https://laohu8.com/TW/355103319\" target=\"_blank\">中概股暴跌之后的风险与机会！</a>》谈到：对冲基金经理Bill Hwang因为爆仓，一天烧掉一百多亿美金，并且把几家知名投行拖下水，接下来的季报都会受影响。前有Bill的100亿美金，后有雷布斯未来10年投100亿美金。看见没有，有钱的大佬们烧钱的“境界”就是和我们不一样：雷布斯表示，自己非常清楚汽车行业的风险，而且动辄百亿规模的投资，而且要3-5年才能够见效。由于现在的小米已经有了积累，公司截至2020年底，有1080亿元现金余额，加之公司有10000多人的研发团队，有全球前三的手机业务，有全球最好的智能生态，还有公司亏得起。这些都是小米造车的重要支撑。 3月30日，小米集团在港交所发布公告，宣布小米智能汽车业务正式立项。公告显示，公司董事会已批准智能电动汽车业务立项，将为此成立一家全资子公司，雷军将兼任该业务首席执行官。资金方面，小米计划首期投入100亿元人民币，未来十年投资100亿美元。 直白点来说，小米到底有什么呢？！有钱，烧的起。如果说当年贾布斯PPT造车是左侧交易的话，应该说，现在雷布斯押注新能源汽车这个赛道，已经属于偏右侧交易，即确定性更大，不过潜在预期收益下降。此前3月26日，路透社报道称小米汽车正在和长城汽车密切接触，计划用长城汽车的工厂生产电动汽车，双方或在本周签署合作造车计划。直接导致长城当天封住涨停板，而小米则在市场传闻了要造车一个多月后，终于实锤。早在三个星期前的那个风和日丽的上午(3月10日)，许导已经带领大家悄悄的潜伏进去，并且在空间站的分享贴《<a href=\"https://laohu8.com/TW/326783373\" target=\"_blank\">2021年港中美股的投资策略(附标的物)！<</a>","listText":"公众号：许亚鑫前文许导《<a href=\"https://laohu8.com/TW/355103319\" target=\"_blank\">中概股暴跌之后的风险与机会！</a>》谈到：对冲基金经理Bill Hwang因为爆仓，一天烧掉一百多亿美金，并且把几家知名投行拖下水，接下来的季报都会受影响。前有Bill的100亿美金，后有雷布斯未来10年投100亿美金。看见没有，有钱的大佬们烧钱的“境界”就是和我们不一样：雷布斯表示，自己非常清楚汽车行业的风险，而且动辄百亿规模的投资，而且要3-5年才能够见效。由于现在的小米已经有了积累，公司截至2020年底，有1080亿元现金余额，加之公司有10000多人的研发团队，有全球前三的手机业务，有全球最好的智能生态，还有公司亏得起。这些都是小米造车的重要支撑。 3月30日，小米集团在港交所发布公告，宣布小米智能汽车业务正式立项。公告显示，公司董事会已批准智能电动汽车业务立项，将为此成立一家全资子公司，雷军将兼任该业务首席执行官。资金方面，小米计划首期投入100亿元人民币，未来十年投资100亿美元。 直白点来说，小米到底有什么呢？！有钱，烧的起。如果说当年贾布斯PPT造车是左侧交易的话，应该说，现在雷布斯押注新能源汽车这个赛道，已经属于偏右侧交易，即确定性更大，不过潜在预期收益下降。此前3月26日，路透社报道称小米汽车正在和长城汽车密切接触，计划用长城汽车的工厂生产电动汽车，双方或在本周签署合作造车计划。直接导致长城当天封住涨停板，而小米则在市场传闻了要造车一个多月后，终于实锤。早在三个星期前的那个风和日丽的上午(3月10日)，许导已经带领大家悄悄的潜伏进去，并且在空间站的分享贴《<a href=\"https://laohu8.com/TW/326783373\" target=\"_blank\">2021年港中美股的投资策略(附标的物)！<</a>","text":"公众号：许亚鑫前文许导《中概股暴跌之后的风险与机会！》谈到：对冲基金经理Bill Hwang因为爆仓，一天烧掉一百多亿美金，并且把几家知名投行拖下水，接下来的季报都会受影响。前有Bill的100亿美金，后有雷布斯未来10年投100亿美金。看见没有，有钱的大佬们烧钱的“境界”就是和我们不一样：雷布斯表示，自己非常清楚汽车行业的风险，而且动辄百亿规模的投资，而且要3-5年才能够见效。由于现在的小米已经有了积累，公司截至2020年底，有1080亿元现金余额，加之公司有10000多人的研发团队，有全球前三的手机业务，有全球最好的智能生态，还有公司亏得起。这些都是小米造车的重要支撑。 3月30日，小米集团在港交所发布公告，宣布小米智能汽车业务正式立项。公告显示，公司董事会已批准智能电动汽车业务立项，将为此成立一家全资子公司，雷军将兼任该业务首席执行官。资金方面，小米计划首期投入100亿元人民币，未来十年投资100亿美元。 直白点来说，小米到底有什么呢？！有钱，烧的起。如果说当年贾布斯PPT造车是左侧交易的话，应该说，现在雷布斯押注新能源汽车这个赛道，已经属于偏右侧交易，即确定性更大，不过潜在预期收益下降。此前3月26日，路透社报道称小米汽车正在和长城汽车密切接触，计划用长城汽车的工厂生产电动汽车，双方或在本周签署合作造车计划。直接导致长城当天封住涨停板，而小米则在市场传闻了要造车一个多月后，终于实锤。早在三个星期前的那个风和日丽的上午(3月10日)，许导已经带领大家悄悄的潜伏进去，并且在空间站的分享贴《2021年港中美股的投资策略(附标的物)！<","images":[{"img":"https://static.tigerbbs.com/55c73628897b74dca81f7cdfccb614c4","width":"688","height":"440"},{"img":"https://static.tigerbbs.com/2d589c15ec33f1be6333c11a7ac5ee56","width":"688","height":"491"},{"img":"https://static.tigerbbs.com/8164c86b777096e3b4226aa8762e95cb"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354933481","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
