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老当益壮铁树开花
05-08 14:58
AI板块在慢慢跑路,搞不好英伟达财报超预期后会出现先涨后跌的行情
AI势能仍未耗尽,高盛上调英伟达目标价至1100美元
老当益壮铁树开花
05-01
$超微电脑(SMCI)$
遮遮掩掩,打肿脸皮充胖子,问题很大,静等具体数据出来
老当益壮铁树开花
04-30
营收翻倍不奇怪,真正能挣到钱才是真本事,看现金流量表见真经吧
财报前瞻 | 超微电脑Q3营收翻倍飙升,重点关注市场份额及整合英伟达最新产品表现
老当益壮铁树开花
04-19
$纳斯达克(.IXIC)$
美股这是标字罢工--歇了
老当益壮铁树开花
04-19
$超微电脑(SMCI)$
难道高盛已经提前1个月完成出货了?
老当益壮铁树开花
04-19
$超微电脑(SMCI)$
是不是装不下去了?
老当益壮铁树开花
04-19
大方向还是要清楚的,摩根大通这类投行自然希望散户帮忙抬轿子,他们好退出。散户如果是懵懵懂懂的涨,心惊胆颤的跌自然就成了投行希望的韭菜或轿夫,如果都跟着投行吃香的喝辣的,投行吃什么去?喝西北风[得意] [得意] [得意]
老当益壮铁树开花
04-17
$蔚来(NIO)$
在经济下行时期,大幅提高销量不现实,最应该考虑的是活下去。活下去的最紧要的目标就是要降低亏损,乃至扭亏为盈,活下去所有的理想才有意义,否则就是南柯一梦。
老当益壮铁树开花
04-13
$蔚来(NIO)$
如果还是这么血亏下去,结局只有一个:被收购。破产是不可能,蔚来的品牌和产品还是很有吸引力的。目前蔚来的现金流已经快出问题了,就看什么时候暴雷吧,还得裁员,战略收缩,花钱大的地方能砍则砍,不能砍也要减,给融资补血调整争取时间。真不明白为什么要搞第二品牌?战线拉的还不够长?奔驰宝马也有十几万的车型,难道就会降低品牌高端的形象?没必要嘛
老当益壮铁树开花
04-11
$DiDi Global Inc.(DIDIY)$
估计5块这边要折腾一段时间
老当益壮铁树开花
04-11
$英伟达(NVDA)$
英伟达从业绩来看,预计一季度还是翻倍业绩,具备上涨的底气。美股处于高位,在其他其他科技大哥低迷之时,当前英伟达还是风口上的天选之子,带领大盘上冲责无旁贷,如果主力要撤退还能起到掩护断后的作用。等二三季度可能业绩增长就慢慢放缓,没那么耀眼了,所以时势造英雄,英伟达必须涨,是业绩的需要,是华尔街的需要,也是股民的需要。
老当益壮铁树开花
04-11
这个公司金玉其外败絮其中
老当益壮铁树开花
04-10
$英伟达(NVDA)$
达文西要发飙了
老当益壮铁树开花
04-10
$英伟达(NVDA)$
不加息居然利好人工智障板块?
老当益壮铁树开花
04-09
$特斯拉(TSLA)$
完犊子了,特斯拉中国4月份第一周才交付不到两千辆,折合一个月不到8000辆,蔚来都比特斯拉卖得多,这是3月份的销量拔苗助长把韭菜都割完了吗?
老当益壮铁树开花
04-08
$蔚来(NIO)$
蔚来的车除了续航不行电耗高其他都不错,目前看蔚来虽说有几百亿现金,可是债务也有几百亿呢,加上每季度亏几十亿这么下去,不知道还能撑多久?车是好车,可惜了
老当益壮铁树开花
04-08
$特斯拉(TSLA)$
太好了,又可以进去做空了
老当益壮铁树开花
04-05
$特斯拉(TSLA)$
太刺激了,忽上忽下,闹着玩一样
老当益壮铁树开花
04-05
$DiDi Global Inc.(DIDIY)$
超过4块了,操盘手要被扣奖金了
老当益壮铁树开花
04-03
$DiDi Global Inc.(DIDIY)$
整了快两个小时,才72万的量。每分钟才6000成交,每秒钟一百股。
去老虎APP查看更多动态
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href=http://www.zhitongcaijing.com/content/detail/1118471.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月7日,由于“强劲”的人工智能服务器需求和更好的供应,高盛提高了英伟达的盈利预期和目标价。该行将英伟达目标价从1000美元上调至1100美元,并重申了“买入”评级,将其对2025至2027财年的收益预期平均上调了8%。高盛分析师Toshiya Hari表示,尽管英伟达今年迄今的涨幅接近85%,但其每股收益预期可能会出现正向修正,这应该有助于推高该股。目前该股市盈率约为35倍(与Hari研究范围内...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1118471.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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1118471.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2433201925","content_text":"5月7日,由于“强劲”的人工智能服务器需求和更好的供应,高盛提高了英伟达的盈利预期和目标价。该行将英伟达目标价从1000美元上调至1100美元,并重申了“买入”评级,将其对2025至2027财年的收益预期平均上调了8%。高盛分析师Toshiya Hari表示,尽管英伟达今年迄今的涨幅接近85%,但其每股收益预期可能会出现正向修正,这应该有助于推高该股。目前该股市盈率约为35倍(与Hari研究范围内的其他半导体股相比约有36%的溢价),可能还有更大的上涨空间。英伟达定于5月22日公布第一季度财报。分析师普遍预计,英伟达本季度每股收益为5.22美元,营收将达243.9亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301085422174432,"gmtCreate":1714513329560,"gmtModify":1714513331008,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 遮遮掩掩,打肿脸皮充胖子,问题很大,静等具体数据出来","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 遮遮掩掩,打肿脸皮充胖子,问题很大,静等具体数据出来","text":"$超微电脑(SMCI)$ 遮遮掩掩,打肿脸皮充胖子,问题很大,静等具体数据出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/301085422174432","isVote":1,"tweetType":1,"viewCount":1576,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457299282858406","authorId":"3457299282858406","name":"ckxy2008","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"有没有一种可能,这种小公司股价根本不是自己说了算,我一直感觉就是这家公司自己根本不想当网红,但是有个神秘的手一直推着他,\"说你行,你就行,不行也行\"","text":"有没有一种可能,这种小公司股价根本不是自己说了算,我一直感觉就是这家公司自己根本不想当网红,但是有个神秘的手一直推着他,\"说你行,你就行,不行也行\"","html":"有没有一种可能,这种小公司股价根本不是自己说了算,我一直感觉就是这家公司自己根本不想当网红,但是有个神秘的手一直推着他,\"说你行,你就行,不行也行\""}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300903137538200,"gmtCreate":1714468763754,"gmtModify":1714468765887,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"营收翻倍不奇怪,真正能挣到钱才是真本事,看现金流量表见真经吧","listText":"营收翻倍不奇怪,真正能挣到钱才是真本事,看现金流量表见真经吧","text":"营收翻倍不奇怪,真正能挣到钱才是真本事,看现金流量表见真经吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300903137538200","repostId":"2431385689","repostType":2,"repost":{"id":"2431385689","pubTimestamp":1714444226,"share":"https://www.laohu8.com/m/news/2431385689?lang=&edition=full","pubTime":"2024-04-30 10:30","market":"hk","language":"zh","title":"财报前瞻 | 超微电脑Q3营收翻倍飙升,重点关注市场份额及整合英伟达最新产品表现","url":"https://stock-news.laohu8.com/highlight/detail?id=2431385689","media":"智通财经","summary":"$超微电脑$将于4月30日(周二)收盘后公布其第三季度业绩。根据市场普遍预测,超微电脑第三财季预计营收39.27亿美元,同比大幅增长206.04%;每股收益5.46美元,同比增长256.86%。于是,在这波AI浪潮中,超微电脑的股价表现得以远远甩开了竞争对手。投资者将关注公司在市场份额以及整合英伟达最新产品方面的表现。过去12个月内,超微电脑股价飙升了804%,大幅超过英伟达226%的涨幅,这归功于公司在人工智能热潮中作为服务器制造商的领先地位。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>将于4月30日(周二)收盘后公布其第三季度业绩。根据市场普遍预测,<strong>超微电脑第三财季预计营收39.27亿美元,同比大幅增长206.04%;每股收益5.46美元,同比增长256.86%。</strong></p><p>据了解,超微电脑主要产品包括服务器、存储系统、全机架规模解决方案等,这些就可以用来部署AI芯片,也即<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (NVDA.US)、<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> (AMD.US)还有<a href=\"https://laohu8.com/S/INTC\">英特尔</a> (INTC.US)都会使用它们的产品。</p><p>行业内的竞争对手有<a href=\"https://laohu8.com/S/DELL\">戴尔</a>科技 (DELL.US)、<a href=\"https://laohu8.com/S/HPQ\">惠普</a> (HPQ.US)等。但让超微电脑脱颖而出的是,它专注于高强度、高密度的算力解决方案,而这一特点让它相较于其他竞争对手更适合部署AI。于是,在这波AI浪潮中,超微电脑的股价表现得以远远甩开了竞争对手。</p><p>而作为一家领先的人工智能服务器制造商,超微电脑预计第三季度营收将符合其此前提供的指导上限,同时对第四季度的收入作出了较为保守的环比增长预测。<strong>投资者将关注公司在市场份额以及整合英伟达(NVDA.US)最新产品方面的表现。</strong></p><p>过去12个月内,超微电脑股价飙升了804%,大幅超过英伟达226%的涨幅,这归功于公司在人工智能热潮中作为服务器制造商的领先地位。</p><p>今年1月份,超微电脑在公布第二财季财报前上调了销售额和利润指引,但此次却打破了此前提供初步业绩的惯例,这引发了投资者的担心,导致单日暴跌23%。</p><p>值得留意的是,<strong>公司利润率可能被激烈的市场竞争进一步压缩,且其中低端制造业的标签也使得投资者多倾向于短期持有,股价在短时间内大幅波动的可能性不小。</strong></p><p>分析师观点</p><p>Wedbush分析师指出:“超微电脑的预测中已包括超过20%的季度增长预期。在过去18个月里,该公司管理层的指导表现出既激进又保守的态度。”该行分析师认为,超微电脑既可能实现现有指导的提高,也可能坚持现状。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>则表示,<strong>随着GPU供应不再受限,投资者还将密切关注从第三季度到第四季度的收入增长、公司到2025财年能否实现收入增长至200亿美元或更多,以及其在营业利润率方面的杠杆和扩张。该行分析师给予超微电脑“增持”评级,目标价为 1,150 美元</strong>。</p><p>"虽然我们预计公司将突出其强劲的收入增长,包括第三季度同比增长超过200%,第四季度同比增长超过100%,但我们认为投资者的焦点将集中在超微电脑能否在下一代英伟达GPU产品的AI服务器市场中保住份额上,”摩根大通分析师Samik Chatterjee在一份投资者报告中写道,“尤其是在戴尔(DELL.US)和慧与(HPE.US)等品牌服务器公司,以及ODM(原始设计制造商)公司,包括现在参与英伟达产品参考设计架构部分的ODM公司的竞争日益激烈的背景下。”</p><p>Loop Capital分析师Ananda Baruah看好超微电脑在AI服务器市场的领先地位,并将目标价从600美元大幅提升至1500美元,他指出,<strong>“由于超微电脑已获纳入<a href=\"https://laohu8.com/S/161125\">标普500</a>指数,预计未来有望维持20-30倍的市盈率。Baruah设定的目标价显示,他预测超微电脑2026财年每股收益50-60美元,营收将介于300-400亿美元之间。</strong>”</p><p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>分析师Aaron Rakers重申超微电脑“持有”评级,并维持目标价960美元,该分析师认为,“财报前夕,超微电脑并没有依照惯例给出积极的预先声明,这被认为是负面的,特别是当前正值重要的人工智能领域的时点,这加剧了市场的担忧。”</p><p>并非所有人都对AI的发展趋势一直保持乐观态度。分析机构CCS Insight日前就指出,由于运行AI的成本不断上升、对AI加大监管的呼声增加等原因,生成式AI可能在2024年遇冷。初创公司Robust.AI创始人Gary Marcus也提到,目前人类距离通用人工智能(AGI)的目标还很遥远。</p></body></html>","source":"stock_zhitongcaijing","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 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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财报前瞻 | 超微电脑Q3营收翻倍飙升,重点关注市场份额及整合英伟达最新产品表现\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 10:30 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1116050.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>超微电脑将于4月30日(周二)收盘后公布其第三季度业绩。根据市场普遍预测,超微电脑第三财季预计营收39.27亿美元,同比大幅增长206.04%;每股收益5.46美元,同比增长256.86%。据了解,超微电脑主要产品包括服务器、存储系统、全机架规模解决方案等,这些就可以用来部署AI芯片,也即英伟达 (NVDA.US)、美国超微公司 (AMD.US)还有英特尔 (INTC.US)都会使用它们的产品。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1116050.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/988e4ae367be9fe2a42ffb3c98f2e9c2","relate_stocks":{"SMCI":"超微电脑"},"source_url":"http://www.zhitongcaijing.com/content/detail/1116050.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2431385689","content_text":"超微电脑将于4月30日(周二)收盘后公布其第三季度业绩。根据市场普遍预测,超微电脑第三财季预计营收39.27亿美元,同比大幅增长206.04%;每股收益5.46美元,同比增长256.86%。据了解,超微电脑主要产品包括服务器、存储系统、全机架规模解决方案等,这些就可以用来部署AI芯片,也即英伟达 (NVDA.US)、美国超微公司 (AMD.US)还有英特尔 (INTC.US)都会使用它们的产品。行业内的竞争对手有戴尔科技 (DELL.US)、惠普 (HPQ.US)等。但让超微电脑脱颖而出的是,它专注于高强度、高密度的算力解决方案,而这一特点让它相较于其他竞争对手更适合部署AI。于是,在这波AI浪潮中,超微电脑的股价表现得以远远甩开了竞争对手。而作为一家领先的人工智能服务器制造商,超微电脑预计第三季度营收将符合其此前提供的指导上限,同时对第四季度的收入作出了较为保守的环比增长预测。投资者将关注公司在市场份额以及整合英伟达(NVDA.US)最新产品方面的表现。过去12个月内,超微电脑股价飙升了804%,大幅超过英伟达226%的涨幅,这归功于公司在人工智能热潮中作为服务器制造商的领先地位。今年1月份,超微电脑在公布第二财季财报前上调了销售额和利润指引,但此次却打破了此前提供初步业绩的惯例,这引发了投资者的担心,导致单日暴跌23%。值得留意的是,公司利润率可能被激烈的市场竞争进一步压缩,且其中低端制造业的标签也使得投资者多倾向于短期持有,股价在短时间内大幅波动的可能性不小。分析师观点Wedbush分析师指出:“超微电脑的预测中已包括超过20%的季度增长预期。在过去18个月里,该公司管理层的指导表现出既激进又保守的态度。”该行分析师认为,超微电脑既可能实现现有指导的提高,也可能坚持现状。摩根大通则表示,随着GPU供应不再受限,投资者还将密切关注从第三季度到第四季度的收入增长、公司到2025财年能否实现收入增长至200亿美元或更多,以及其在营业利润率方面的杠杆和扩张。该行分析师给予超微电脑“增持”评级,目标价为 1,150 美元。\"虽然我们预计公司将突出其强劲的收入增长,包括第三季度同比增长超过200%,第四季度同比增长超过100%,但我们认为投资者的焦点将集中在超微电脑能否在下一代英伟达GPU产品的AI服务器市场中保住份额上,”摩根大通分析师Samik Chatterjee在一份投资者报告中写道,“尤其是在戴尔(DELL.US)和慧与(HPE.US)等品牌服务器公司,以及ODM(原始设计制造商)公司,包括现在参与英伟达产品参考设计架构部分的ODM公司的竞争日益激烈的背景下。”Loop Capital分析师Ananda Baruah看好超微电脑在AI服务器市场的领先地位,并将目标价从600美元大幅提升至1500美元,他指出,“由于超微电脑已获纳入标普500指数,预计未来有望维持20-30倍的市盈率。Baruah设定的目标价显示,他预测超微电脑2026财年每股收益50-60美元,营收将介于300-400亿美元之间。”富国银行分析师Aaron Rakers重申超微电脑“持有”评级,并维持目标价960美元,该分析师认为,“财报前夕,超微电脑并没有依照惯例给出积极的预先声明,这被认为是负面的,特别是当前正值重要的人工智能领域的时点,这加剧了市场的担忧。”并非所有人都对AI的发展趋势一直保持乐观态度。分析机构CCS Insight日前就指出,由于运行AI的成本不断上升、对AI加大监管的呼声增加等原因,生成式AI可能在2024年遇冷。初创公司Robust.AI创始人Gary Marcus也提到,目前人类距离通用人工智能(AGI)的目标还很遥远。","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296992876486816,"gmtCreate":1713536761381,"gmtModify":1713537750591,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 美股这是标字罢工--歇了","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 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href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>能跑就跑吧,一分钱也别留下,FF为割韭菜而生这点毋庸置疑。另外电动车已经进入下半场,上卷下卷都已经没边了。上卷理想比亚迪长城蔚来不得已已经杀入60-100万区间,下卷五菱奇瑞领跑也杀入5-8万低价区间,电动车早已经不在风口,现在各方在红海区域杀的血流成河,FF从哪方面看都没有任何可能,没有必要为FF陪葬,哪怕还有300折合rmb也有2100呢,只要过了乌江还是有机会重整旗鼓、建功立业。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>能跑就跑吧,一分钱也别留下,FF为割韭菜而生这点毋庸置疑。另外电动车已经进入下半场,上卷下卷都已经没边了。上卷理想比亚迪长城蔚来不得已已经杀入60-100万区间,下卷五菱奇瑞领跑也杀入5-8万低价区间,电动车早已经不在风口,现在各方在红海区域杀的血流成河,FF从哪方面看都没有任何可能,没有必要为FF陪葬,哪怕还有300折合rmb也有2100呢,只要过了乌江还是有机会重整旗鼓、建功立业。","text":"$Faraday Future(FFIE)$ 能跑就跑吧,一分钱也别留下,FF为割韭菜而生这点毋庸置疑。另外电动车已经进入下半场,上卷下卷都已经没边了。上卷理想比亚迪长城蔚来不得已已经杀入60-100万区间,下卷五菱奇瑞领跑也杀入5-8万低价区间,电动车早已经不在风口,现在各方在红海区域杀的血流成河,FF从哪方面看都没有任何可能,没有必要为FF陪葬,哪怕还有300折合rmb也有2100呢,只要过了乌江还是有机会重整旗鼓、建功立业。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/244352329548072","isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4124318481312602","authorId":"4124318481312602","name":"亲爱的苏东坡","avatar":"https://static.tigerbbs.com/5d60b7f314a0b1b2a71bc5431f2b11c5","crmLevel":2,"crmLevelSwitch":0},"content":"没必要跑,跌了90%跑有什么意义,谁炒股这时候跑的,但是也不加仓","text":"没必要跑,跌了90%跑有什么意义,谁炒股这时候跑的,但是也不加仓","html":"没必要跑,跌了90%跑有什么意义,谁炒股这时候跑的,但是也不加仓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289527454023744,"gmtCreate":1711691946208,"gmtModify":1711980004755,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 小米是特斯拉model3在中国有史以来碰到的真正对手。首先小米的雷总是很强悍的老板,也是做了几家很有名的企业,虽然不如马斯克强悍,但是雷总有本土化优势,在中国应该找不出第二个这么厉害的企业界人物。其次小米汽车上线,小米生态更加完善,生态化反的结果就是在合适的价格上短时间内产生50000个大定,我相信这里面绝对有一部分是准model3客户。毕竟su7和model3无论是车型定位价格续航都是如此相似。另外无论外形还是内在设计都很完美,电池续航实测500km也是足够用,这是后来者的优势,可以借鉴前人经验。接下来的变数就是看第一批交车的质量和反响以及后续交车的速度,如果都顺利的话,对特斯拉真是一个巨大的压力。相信以雷总的能力和人品,这些都不会有太大的变数,剩下的就交给时间检验了。唯一可以安慰特斯拉的是,model3不是主力车型,Model Y才是。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 小米是特斯拉model3在中国有史以来碰到的真正对手。首先小米的雷总是很强悍的老板,也是做了几家很有名的企业,虽然不如马斯克强悍,但是雷总有本土化优势,在中国应该找不出第二个这么厉害的企业界人物。其次小米汽车上线,小米生态更加完善,生态化反的结果就是在合适的价格上短时间内产生50000个大定,我相信这里面绝对有一部分是准model3客户。毕竟su7和model3无论是车型定位价格续航都是如此相似。另外无论外形还是内在设计都很完美,电池续航实测500km也是足够用,这是后来者的优势,可以借鉴前人经验。接下来的变数就是看第一批交车的质量和反响以及后续交车的速度,如果都顺利的话,对特斯拉真是一个巨大的压力。相信以雷总的能力和人品,这些都不会有太大的变数,剩下的就交给时间检验了。唯一可以安慰特斯拉的是,model3不是主力车型,Model Y才是。","text":"$特斯拉(TSLA)$ 小米是特斯拉model3在中国有史以来碰到的真正对手。首先小米的雷总是很强悍的老板,也是做了几家很有名的企业,虽然不如马斯克强悍,但是雷总有本土化优势,在中国应该找不出第二个这么厉害的企业界人物。其次小米汽车上线,小米生态更加完善,生态化反的结果就是在合适的价格上短时间内产生50000个大定,我相信这里面绝对有一部分是准model3客户。毕竟su7和model3无论是车型定位价格续航都是如此相似。另外无论外形还是内在设计都很完美,电池续航实测500km也是足够用,这是后来者的优势,可以借鉴前人经验。接下来的变数就是看第一批交车的质量和反响以及后续交车的速度,如果都顺利的话,对特斯拉真是一个巨大的压力。相信以雷总的能力和人品,这些都不会有太大的变数,剩下的就交给时间检验了。唯一可以安慰特斯拉的是,model3不是主力车型,Model Y才是。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/289527454023744","isVote":1,"tweetType":1,"viewCount":12800,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0},"content":"你看马斯克在乎吗? 人家直接4月份加价. 特斯拉的受众群体只有很小的一部分接受小米产品. 就跟苹果的用户也只有很小一部分用小米. 特斯拉下个目标专注无人驾驶环节,小米的优势叫整合产能,但是小米量产的问题都还没解决. 所以你的分析就是看着很有道理,但是p用都没","text":"你看马斯克在乎吗? 人家直接4月份加价. 特斯拉的受众群体只有很小的一部分接受小米产品. 就跟苹果的用户也只有很小一部分用小米. 特斯拉下个目标专注无人驾驶环节,小米的优势叫整合产能,但是小米量产的问题都还没解决. 所以你的分析就是看着很有道理,但是p用都没","html":"你看马斯克在乎吗? 人家直接4月份加价. 特斯拉的受众群体只有很小的一部分接受小米产品. 就跟苹果的用户也只有很小一部分用小米. 特斯拉下个目标专注无人驾驶环节,小米的优势叫整合产能,但是小米量产的问题都还没解决. 所以你的分析就是看着很有道理,但是p用都没"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188123636175008,"gmtCreate":1686954220935,"gmtModify":1686954222141,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>贾总终于还是开出了核动力韭菜收割机,他说:我要收割你们,谁赞成谁反对?","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>贾总终于还是开出了核动力韭菜收割机,他说:我要收割你们,谁赞成谁反对?","text":"$Faraday Future(FFIE)$ 贾总终于还是开出了核动力韭菜收割机,他说:我要收割你们,谁赞成谁反对?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":27,"repostSize":2,"link":"https://laohu8.com/post/188123636175008","isVote":1,"tweetType":1,"viewCount":6137,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546699087274420","authorId":"3546699087274420","name":"曾经沧海01","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1},"content":"既然买了就坚定支持,既然不看好就认赔出局。我认为FF发行认股权筹得资金以生产是利多的好事。FF现金即将告罄,如果能够筹得现金对股民的信心是一个巨大的支持。","text":"既然买了就坚定支持,既然不看好就认赔出局。我认为FF发行认股权筹得资金以生产是利多的好事。FF现金即将告罄,如果能够筹得现金对股民的信心是一个巨大的支持。","html":"既然买了就坚定支持,既然不看好就认赔出局。我认为FF发行认股权筹得资金以生产是利多的好事。FF现金即将告罄,如果能够筹得现金对股民的信心是一个巨大的支持。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293483427537104,"gmtCreate":1712670759864,"gmtModify":1712725330663,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 完犊子了,特斯拉中国4月份第一周才交付不到两千辆,折合一个月不到8000辆,蔚来都比特斯拉卖得多,这是3月份的销量拔苗助长把韭菜都割完了吗?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 完犊子了,特斯拉中国4月份第一周才交付不到两千辆,折合一个月不到8000辆,蔚来都比特斯拉卖得多,这是3月份的销量拔苗助长把韭菜都割完了吗?","text":"$特斯拉(TSLA)$ 完犊子了,特斯拉中国4月份第一周才交付不到两千辆,折合一个月不到8000辆,蔚来都比特斯拉卖得多,这是3月份的销量拔苗助长把韭菜都割完了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/293483427537104","isVote":1,"tweetType":1,"viewCount":10189,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/04ee5e3588a136bd78d10257e555173d","crmLevel":1,"crmLevelSwitch":0},"content":"特斯拉的销量在中国可能受到了一些挑战,但我认为不能就此得出特斯拉完犊子的结论。","text":"特斯拉的销量在中国可能受到了一些挑战,但我认为不能就此得出特斯拉完犊子的结论。","html":"特斯拉的销量在中国可能受到了一些挑战,但我认为不能就此得出特斯拉完犊子的结论。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825601451,"gmtCreate":1634220282510,"gmtModify":1634220710278,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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上头一句话就可以让你赔的倾家荡产"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217385840169064,"gmtCreate":1694096703912,"gmtModify":1694097478958,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>庆幸自己提早两个月逃离老贾的魔掌,否则等到现在只能上天台了。短短一个来月账户又除以6。美国证监会是不是眼瞎,竟然让这么一群人在美股作恶","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>庆幸自己提早两个月逃离老贾的魔掌,否则等到现在只能上天台了。短短一个来月账户又除以6。美国证监会是不是眼瞎,竟然让这么一群人在美股作恶","text":"$Faraday Future(FFIE)$ 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如果还是这么血亏下去,结局只有一个:被收购。破产是不可能,蔚来的品牌和产品还是很有吸引力的。目前蔚来的现金流已经快出问题了,就看什么时候暴雷吧,还得裁员,战略收缩,花钱大的地方能砍则砍,不能砍也要减,给融资补血调整争取时间。真不明白为什么要搞第二品牌?战线拉的还不够长?奔驰宝马也有十几万的车型,难道就会降低品牌高端的形象?没必要嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/294850668265528","isVote":1,"tweetType":1,"viewCount":3320,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561853491958832","authorId":"3561853491958832","name":"大赢家马斯克","avatar":"https://static.tigerbbs.com/9d18be4282d413cee74be285e3918841","crmLevel":4,"crmLevelSwitch":0},"content":"公司亏钱他们无所谓,充电站,电池他们赚钱是自己。。。","text":"公司亏钱他们无所谓,充电站,电池他们赚钱是自己。。。","html":"公司亏钱他们无所谓,充电站,电池他们赚钱是自己。。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600479641,"gmtCreate":1638194102271,"gmtModify":1638194102271,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>增长个位数,强弩之末,今天要跌了","text":"$蔚来(NIO)$增长个位数,强弩之末,今天要跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/312783703","isVote":1,"tweetType":1,"viewCount":3626,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568960461335424","authorId":"3568960461335424","name":"六六六六顺","avatar":"https://static.tigerbbs.com/7d667d839058e0722f6e555c913ab474","crmLevel":4,"crmLevelSwitch":1},"content":"你的数学怕是自学成材","text":"你的数学怕是自学成材","html":"你的数学怕是自学成材"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288796994863328,"gmtCreate":1711531524589,"gmtModify":1711534736922,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 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20.3%,影响也不太大。所以,这时候抛出FSD更多像是救市行为。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/288796994863328","isVote":1,"tweetType":1,"viewCount":14096,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560652149389543","authorId":"3560652149389543","name":"plaispool","avatar":"https://static.tigerbbs.com/4e73f25703acab79329cb615cff70000","crmLevel":3,"crmLevelSwitch":0},"content":"还是看交付量","text":"还是看交付量","html":"还是看交付量"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191835337994416,"gmtCreate":1687843853741,"gmtModify":1687844318934,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 个人认为比较可能的情况: 1.融不到钱,没有大机构敢参与,没有钱,供应链转不起来 2.车还有很大问题,不敢启动正式交付,否则就是见光死 3.还有一种可能,某人的局还没布好,包括但不限于控制大部分股份,榨干老股东及股份 有鉴于此,某人只能不停的施展资金腾挪大法,不断割韭菜,不断掌控股份,而进来的韭菜千万不能跑了,这也就是为什么波段最高股价会越来越低。照此趋势,除非某人不在影响FF,否则合股后趋势还是增发然后大跌,如果没有白衣骑士救驾,最后就是破产一条路。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a> 个人认为比较可能的情况: 1.融不到钱,没有大机构敢参与,没有钱,供应链转不起来 2.车还有很大问题,不敢启动正式交付,否则就是见光死 3.还有一种可能,某人的局还没布好,包括但不限于控制大部分股份,榨干老股东及股份 有鉴于此,某人只能不停的施展资金腾挪大法,不断割韭菜,不断掌控股份,而进来的韭菜千万不能跑了,这也就是为什么波段最高股价会越来越低。照此趋势,除非某人不在影响FF,否则合股后趋势还是增发然后大跌,如果没有白衣骑士救驾,最后就是破产一条路。","text":"$Faraday Future(FFIE)$ 个人认为比较可能的情况: 1.融不到钱,没有大机构敢参与,没有钱,供应链转不起来 2.车还有很大问题,不敢启动正式交付,否则就是见光死 3.还有一种可能,某人的局还没布好,包括但不限于控制大部分股份,榨干老股东及股份 有鉴于此,某人只能不停的施展资金腾挪大法,不断割韭菜,不断掌控股份,而进来的韭菜千万不能跑了,这也就是为什么波段最高股价会越来越低。照此趋势,除非某人不在影响FF,否则合股后趋势还是增发然后大跌,如果没有白衣骑士救驾,最后就是破产一条路。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/191835337994416","isVote":1,"tweetType":1,"viewCount":2561,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"首先①老贾反复跳票,融不钱正常,②FF没有大问题,美国公路局生产资质下了,碰撞测试也通过了,车辆安全没问题,顶多人工智能需升级,③不合股,FF仍然可以每股0.2让老东增持,筹个几千万,坚持到8月交付没问题,关健老贾得出局,他想合股后砸盘,低价吸筹,损害全体股民利益","text":"首先①老贾反复跳票,融不钱正常,②FF没有大问题,美国公路局生产资质下了,碰撞测试也通过了,车辆安全没问题,顶多人工智能需升级,③不合股,FF仍然可以每股0.2让老东增持,筹个几千万,坚持到8月交付没问题,关健老贾得出局,他想合股后砸盘,低价吸筹,损害全体股民利益","html":"首先①老贾反复跳票,融不钱正常,②FF没有大问题,美国公路局生产资质下了,碰撞测试也通过了,车辆安全没问题,顶多人工智能需升级,③不合股,FF仍然可以每股0.2让老东增持,筹个几千万,坚持到8月交付没问题,关健老贾得出局,他想合股后砸盘,低价吸筹,损害全体股民利益"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666204255,"gmtCreate":1665653194578,"gmtModify":1665653823487,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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