Let it go的个人主页 - 老虎社区

Let it go

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IP属地：广东

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7主题

0勋章

07-18

$台积电(TSM)$ 为何超预期的财报换来了暴跌，川普再牛也是个没上任的前任总统，未有任何条规出台就跌不合适啊

07-16

为啥呢。给我个理由

@糊涂_0760:$特朗普媒体科技集团(DJT)$ 坚定持有

05-23

$英伟达(NVDA)$ 谁能告诉我这个期权突然降到0.01，是为何，昨天尾盘还是0.5，今天大涨就是0.01

05-23

$英伟达(NVDA)$ 我去，营收260亿美元，数据中心226亿，高出预期接近6%

05-23

$英伟达(NVDA)$ 请问在老虎app上盘后可以交易期权不？

05-23

$英伟达(NVDA)$ 为啥英伟达的财报前面股价总是在盘前盘后自己偷偷涨上去然后再偷偷降回来，我真的无语死了

05-04

$特斯拉(TSLA)$ call现在平仓不了了，权利金就这么白白割韭菜了吗？永不考虑特斯拉了

05-02

$特斯拉(TSLA)$ 拉垮的股价，两头双吃

04-25

$英伟达(NVDA)$ 那么多看跌期权没有行权，机构不知道

04-25

$英伟达(NVDA)$ Sosssjs s跌破了800，机构简直了，寸草不生

04-05

$Root, Inc.(ROOT)$ 这货到底为何这么涨

04-04

通过sell put建仓，建仓后通过sell 成本价以上的covered call持续做多，请问是sell put之后，又更高价格的sell call对冲呢？

03-26

老虎公开课：-美股财报入门课 - 老虎社区

查看详情：老虎公开课：-美股财报入门课 - 老虎社区老虎公开课：-美股财报入门课 - 老虎社区此帖仅开放于中国大陆用户

老虎公开课：-美股财报入门课 - 老虎社区

03-09

想建立一个美股交流群，只交流不推荐

2022-05-06

$Root, Inc.(ROOT)$这只股就很少有人交易期权，会不会期权涨了卖不出去

2022-04-21

$Meta Platforms(FB)$Fb不是3月27日才出财报么？这笔跌势为何如此凶猛

2022-03-31

专注最重要

蔚来为什么想造手机？居然是被苹果“逼的”

2022-03-25

$老虎证券(TIGR)$感觉贴吧里面都是股神吧都是怎么知道跑的资金很多的？又是怎么判断今天股价一定空的

2022-03-22

这篇文章不错，转发给大家看看

@漫投资:😅 年轻B站不讲武德

2021-07-28

$Root, Inc.(ROOT)$他到底是咋回事？跌的好离谱

去老虎APP查看更多动态

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坚定持有","images":[{"img":"https://static.tigerbbs.com/3a160693eb0b5796cfb9582ec6d5c3c5","width":"1290","height":"2598"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327780422025216","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309016607121408,"gmtCreate":1716471351652,"gmtModify":1716471355725,"author":{"id":"3558944895612149","authorId":"3558944895612149","name":"Let it go","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 谁能告诉我这个期权突然降到0.01，是为何，昨天尾盘还是0.5，今天大涨就是0.01","listText":"<a 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谁能告诉我这个期权突然降到0.01，是为何，昨天尾盘还是0.5，今天大涨就是0.01","images":[{"img":"https://static.tigerbbs.com/f97575de2b09817156b63719c33f7564","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/309016607121408","isVote":1,"tweetType":1,"viewCount":4608,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107145372877940","authorId":"4107145372877940","name":"畋猎无双","avatar":"https://static.tigerbbs.com/57f0b9bb48cb1bb6bbfd2fe94cd428be","crmLevel":9,"crmLevelSwitch":0},"content":"不确定性变为确定性，24日确定无法达到1260，价值为零了","text":"不确定性变为确定性，24日确定无法达到1260，价值为零了","html":"不确定性变为确定性，24日确定无法达到1260，价值为零了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308763931553904,"gmtCreate":1716409562589,"gmtModify":1716409563972,"author":{"id":"3558944895612149","authorId":"3558944895612149","name":"Let it 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[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308761380798768,"gmtCreate":1716409023290,"gmtModify":1716409024511,"author":{"id":"3558944895612149","authorId":"3558944895612149","name":"Let it go","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 请问在老虎app上 盘后可以交易期权不？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 请问在老虎app上 盘后可以交易期权不？","text":"$英伟达(NVDA)$ 请问在老虎app上 盘后可以交易期权不？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/308761380798768","isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4143193164711522","authorId":"4143193164711522","name":"jhdxr","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"content":"除了极少数几个（指数的那几个），别的都不行。这和是否是老虎无关","text":"除了极少数几个（指数的那几个），别的都不行。这和是否是老虎无关","html":"除了极少数几个（指数的那几个），别的都不行。这和是否是老虎无关"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308758480175296,"gmtCreate":1716408233993,"gmtModify":1716408235755,"author":{"id":"3558944895612149","authorId":"3558944895612149","name":"Let it go","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 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17:27","market":"hk","language":"zh","title":"蔚来为什么想造手机？居然是被苹果“逼的”","url":"https://stock-news.laohu8.com/highlight/detail?id=1142263557","media":"电动星球News","summary":"李斌认为蔚来造手机，本质上不是在进攻，而是在防守。","content":"<html><head></head><body><p>今天中午时分，在<a href=\"https://laohu8.com/S/NIO\">蔚来</a>核心车主群，李斌就<a href=\"https://laohu8.com/S/NIO\">蔚来</a>研究做手机一事予以了回应，<b>谈及了蔚来研究造手机的原因、人才储备乃至于更多的可能性。</b></p><p>从聊天记录来看，李斌认为蔚来造手机，本质上<b>不是在进攻，而是在防守。因为手机现在是蔚来用户最重要的连接车的设备。</b></p><p>李斌透露，就蔚来用户的使用情况来看，使用iPhone的比例超过了50%，而<a href=\"https://laohu8.com/S/AAPL\">苹果</a>现在对汽车行业很封闭，譬如蔚来第二代车型都标配UWB，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>又不开放接口。</p><blockquote>搞得我们很被动，从用户利益和体验出发我们也要好好研究手机和以车为中心的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>终端设备。</blockquote><p><img src=\"https://static.tigerbbs.com/bce28d17fd1b102f2fd211d7fd2a5ee5\" tg-width=\"800\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/></p><p>“想想2025年，苹果车出来了，我们的六成用户甚至更高都是用苹果，我们一点防御都没有，今天还不做点准备到时不好办。”李斌觉得，如果蔚来不造手机，“<b>等于家里的钥匙在自己的对手手上。”</b>更何况，现在华为小米等等“<b>有点出息的手机厂商都要搞车。”</b></p><p>而由这一点出发，蔚来要搞的“以车为中心的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>终端设备”其实不仅仅包括手机，用李斌话来说<b>，就是可穿戴的、移动的东西都要好好研究</b>，但“平板、电脑、电视这些跟车关系不大的我们肯定不会研究的。”</p><p>在交流中，许多蔚来核心车主有所担心，觉得“让果粉改用蔚来手机，难度绝不比BBA用户改开蔚来车低啊，慎重考虑啊。”</p><p>李斌对此也予以呼应，认为说得没错，所以首先要看看40%的安卓用户愿不愿意转，并表示“请大家放心，我们考虑做手机的出发点很简单，就是给我们车主一款车机互联体验最好的手机。”</p><p>此外，李斌认为手机开发周期短、“一年一次大迭代”，而人才也与智能车机的研发相通。</p><p><b>因此，蔚来“总要有个开始。”</b></p><p><img src=\"https://static.tigerbbs.com/04eed324e9f68bbc0563bbed92618366\" tg-width=\"1080\" tg-height=\"764\" referrerpolicy=\"no-referrer\"/></p><p>今天的这场在线交流，缘起李斌此前接受的一场访谈。</p><p>在这场访谈中，李斌第一次确认蔚来造手机处于调研阶段，并表示，曾有蔚来车主反馈能否有一部和汽车更好进行连接的手机，促使蔚来研究这个行业。</p><p>李斌说，蔚来即使要造手机，也不是从商业成功的角度去思考，而是用户是否需要一部蔚来的手机，这部手机是否能够提升蔚来车主的体验。</p><blockquote>我们会积极地看这个方向，也清楚手机做出来是容易的，但是做好手机是很有挑战的。</blockquote><p><b>访谈实录</b></p><p>李斌：手机现在是蔚来用户最重要的连接车的设备，华为被美国打压之前，我们50%用户用iphone，40%用户用华为；现在iphone比例进一步上升，别的android阵容没接住。苹果现在对汽车行业很封闭，比如蔚来第二代平台的车标配UWB，苹果又不开放接口，搞得我们很被动。从用户利益和体验出发我们也要好好研究手机和以车为中心的智能终端设备。</p><p>李斌：平板、电脑、电视这些跟车关系不大的我们肯定不会研究的。</p><p>李斌：可穿戴的、移动的东西都要好好研究。</p><p>李斌：除了以前的华为，高端手机芯片不都是<a href=\"https://laohu8.com/S/QCOM\">高通</a>+android吗？</p><p>李斌：嗯，主要是有点出息的手机厂商都要搞车。</p><p><b>车主3：蔚来自己做手机能跳出这个圈？</b></p><p><b>车主4：斌哥，让果粉改用蔚来手机，难度绝不比bba用户改开蔚来车低啊，慎重考虑啊。</b></p><p>李斌：短期跳不出。</p><p>李斌：所以先看看40%android用户愿不愿意转。</p><p>李斌：想想2025年，苹果车出来了，我们的六成用户甚至更高都是用苹果，我们一点防御都没有，今天还不做点准备到时不好办。</p><p>李斌：跟车要连接的智能设备都值得研究。</p><p>李斌：虽然很难，一开始也会有不小差距，但是总要开始对吧？</p><p><b>车主5：说得华为小米蓝绿没在造车似的。</b></p><p>李斌：都在搞，所以很麻烦。</p><p><b>车主6：最大的差距是芯片吧。</b></p><p>李斌：相当于家里的钥匙在自己的对手手上。</p><p>李斌：全面的差距。</p><p>李斌：荣耀都不用鸿蒙。</p><p>李斌：只能用<a href=\"https://laohu8.com/S/QCOM\">高通</a>旗舰芯片啊。</p><p>李斌：大家放心，我们考虑做手机的出发点很简单，就是给我们车主一款车机互联体验最好的手机。</p><p><b>车主7：不能因为现在新能源市场好了，就大举扩张，以后会为此买单的。</b></p><p>李斌：嗯，这个肯定会注意的。</p><p><b>车主8：感觉蔚来做了手机，数码博主又有流量密码了。</b></p><p>李斌：这个不是扩张，是防守。</p><p>李斌：可以黑比较长时间。</p><p>李斌：手机开发周期短。</p><p><b>车主9：专注的做好车不好么。我觉得车好是根本，就算蔚来手机能做到不错，对车的价值也很限。</b></p><p>李斌：一年一次大迭代。</p><p>李斌：这个是肯定的。</p><p>李斌：总要有个开始。</p><p><b>车友10：做手机后车机估计会有较大提升。</b></p><p>李斌：人才是相通的。</p></body></html>","source":"lsy1574414115752","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>蔚来为什么想造手机？居然是被苹果“逼的”</title>\n<style 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}\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蔚来为什么想造手机？居然是被苹果“逼的”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 17:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzU4MTIxMjIyNQ==&mid=2247524854&idx=1&sn=c8ab1775acf7134750612062934f1b37&chksm=fd4920d8ca3ea9cebdac5704719b22549c9c55c082b6863ec47680406af5df149b36cd04b725&mpshare=1&scene=23&srcid=0331GB98IT5JLTr559exNrpX&sharer_sharetime=1648714523521&sharer_shareid=00a55b671777cf0e253d4693000ead51%23rd><strong>电动星球News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天中午时分，在蔚来核心车主群，李斌就蔚来研究做手机一事予以了回应，谈及了蔚来研究造手机的原因、人才储备乃至于更多的可能性。从聊天记录来看，李斌认为蔚来造手机，本质上不是在进攻，而是在防守。因为手机现在是蔚来用户最重要的连接车的设备。李斌透露，就蔚来用户的使用情况来看，使用iPhone的比例超过了50%，而苹果现在对汽车行业很封闭，譬如蔚来第二代车型都标配UWB，苹果又不开放接口。搞得我们很被动，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzU4MTIxMjIyNQ==&mid=2247524854&idx=1&sn=c8ab1775acf7134750612062934f1b37&chksm=fd4920d8ca3ea9cebdac5704719b22549c9c55c082b6863ec47680406af5df149b36cd04b725&mpshare=1&scene=23&srcid=0331GB98IT5JLTr559exNrpX&sharer_sharetime=1648714523521&sharer_shareid=00a55b671777cf0e253d4693000ead51%23rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzU4MTIxMjIyNQ==&mid=2247524854&idx=1&sn=c8ab1775acf7134750612062934f1b37&chksm=fd4920d8ca3ea9cebdac5704719b22549c9c55c082b6863ec47680406af5df149b36cd04b725&mpshare=1&scene=23&srcid=0331GB98IT5JLTr559exNrpX&sharer_sharetime=1648714523521&sharer_shareid=00a55b671777cf0e253d4693000ead51%23rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142263557","content_text":"今天中午时分，在蔚来核心车主群，李斌就蔚来研究做手机一事予以了回应，谈及了蔚来研究造手机的原因、人才储备乃至于更多的可能性。从聊天记录来看，李斌认为蔚来造手机，本质上不是在进攻，而是在防守。因为手机现在是蔚来用户最重要的连接车的设备。李斌透露，就蔚来用户的使用情况来看，使用iPhone的比例超过了50%，而苹果现在对汽车行业很封闭，譬如蔚来第二代车型都标配UWB，苹果又不开放接口。搞得我们很被动，从用户利益和体验出发我们也要好好研究手机和以车为中心的智能终端设备。“想想2025年，苹果车出来了，我们的六成用户甚至更高都是用苹果，我们一点防御都没有，今天还不做点准备到时不好办。”李斌觉得，如果蔚来不造手机，“等于家里的钥匙在自己的对手手上。”更何况，现在华为小米等等“有点出息的手机厂商都要搞车。”而由这一点出发，蔚来要搞的“以车为中心的智能终端设备”其实不仅仅包括手机，用李斌话来说，就是可穿戴的、移动的东西都要好好研究，但“平板、电脑、电视这些跟车关系不大的我们肯定不会研究的。”在交流中，许多蔚来核心车主有所担心，觉得“让果粉改用蔚来手机，难度绝不比BBA用户改开蔚来车低啊，慎重考虑啊。”李斌对此也予以呼应，认为说得没错，所以首先要看看40%的安卓用户愿不愿意转，并表示“请大家放心，我们考虑做手机的出发点很简单，就是给我们车主一款车机互联体验最好的手机。”此外，李斌认为手机开发周期短、“一年一次大迭代”，而人才也与智能车机的研发相通。因此，蔚来“总要有个开始。”今天的这场在线交流，缘起李斌此前接受的一场访谈。在这场访谈中，李斌第一次确认蔚来造手机处于调研阶段，并表示，曾有蔚来车主反馈能否有一部和汽车更好进行连接的手机，促使蔚来研究这个行业。李斌说，蔚来即使要造手机，也不是从商业成功的角度去思考，而是用户是否需要一部蔚来的手机，这部手机是否能够提升蔚来车主的体验。我们会积极地看这个方向，也清楚手机做出来是容易的，但是做好手机是很有挑战的。访谈实录李斌：手机现在是蔚来用户最重要的连接车的设备，华为被美国打压之前，我们50%用户用iphone，40%用户用华为；现在iphone比例进一步上升，别的android阵容没接住。苹果现在对汽车行业很封闭，比如蔚来第二代平台的车标配UWB，苹果又不开放接口，搞得我们很被动。从用户利益和体验出发我们也要好好研究手机和以车为中心的智能终端设备。李斌：平板、电脑、电视这些跟车关系不大的我们肯定不会研究的。李斌：可穿戴的、移动的东西都要好好研究。李斌：除了以前的华为，高端手机芯片不都是高通+android吗？李斌：嗯，主要是有点出息的手机厂商都要搞车。车主3：蔚来自己做手机能跳出这个圈？车主4：斌哥，让果粉改用蔚来手机，难度绝不比bba用户改开蔚来车低啊，慎重考虑啊。李斌：短期跳不出。李斌：所以先看看40%android用户愿不愿意转。李斌：想想2025年，苹果车出来了，我们的六成用户甚至更高都是用苹果，我们一点防御都没有，今天还不做点准备到时不好办。李斌：跟车要连接的智能设备都值得研究。李斌：虽然很难，一开始也会有不小差距，但是总要开始对吧？车主5：说得华为小米蓝绿没在造车似的。李斌：都在搞，所以很麻烦。车主6：最大的差距是芯片吧。李斌：相当于家里的钥匙在自己的对手手上。李斌：全面的差距。李斌：荣耀都不用鸿蒙。李斌：只能用高通旗舰芯片啊。李斌：大家放心，我们考虑做手机的出发点很简单，就是给我们车主一款车机互联体验最好的手机。车主7：不能因为现在新能源市场好了，就大举扩张，以后会为此买单的。李斌：嗯，这个肯定会注意的。车主8：感觉蔚来做了手机，数码博主又有流量密码了。李斌：这个不是扩张，是防守。李斌：可以黑比较长时间。李斌：手机开发周期短。车主9：专注的做好车不好么。我觉得车好是根本，就算蔚来手机能做到不错，对车的价值也很限。李斌：一年一次大迭代。李斌：这个是肯定的。李斌：总要有个开始。车友10：做手机后车机估计会有较大提升。李斌：人才是相通的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637588706,"gmtCreate":1648137928408,"gmtModify":1648137928408,"author":{"id":"3558944895612149","authorId":"3558944895612149","name":"Let 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在这几个关键信息放出后，B站股价直线飙升10%，但是在盘中迅速降温，收盘跌幅达到了8%。真是「眼见他起高楼，眼见他宴宾客，眼见他楼塌了」，冲进去的散户全埋了。。。B站这回是真不讲武德。那么财报数据到底怎么样呢？我们来看一看🔍 财报分析B站依然是目前整个中概互联圈了增长最快的一个（没上市的小红书增长更快），MAU达到了2.72亿，保持35%的增速，而且财报会议里也说今年1月份已突破3亿MAU，所以下个财报MAU增速依然能保持35%，今年达到3.5亿以上MAU问题不是很大。Q4收入57.81亿元，同比增长51%，超过预期的57.66亿元。🎮 游戏收入在停发游戏版号的情况下，游戏业务不可能有太好的表现，不拉垮就是胜利。Q4没有上线新游戏，游戏业务收入12.95亿，还能同比增涨15%已经算事可喜可贺。👗 增值服务B站Q4增值业务不太理想，出现了环比下降。其中的直播业务行业内卷严重，B站的流量还是属于中流，微信视频号直播已经在杀出来的路上。B站直播只能靠质取胜，没有妖魔鬼怪，Up主的粉丝效应更大，所以提高单用户付费价值才是王道。💡 广告收入广告业务增长强劲，B站已经成为了品牌广告的主要阵地之一，去年何同学对话苹果库克，今年法外狂徒张三给沃尔沃拍广告，实现了B站，up主","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;B站终于发布2022年Q4财报，财报整体表现不能说强劲，但也中规中矩，保持增速依然是B站的主旋律。财报后股价还是基本持平，但是在电话会议里，睿蜀黍的几个表述点燃了市场。 今年Q1季度的MAU已经突破3亿，人均日使用时长超过90分钟 对2024年MAU达到4亿的目标非常有信心 VAS 收入和每 MAU 增加收益都有可能在 3 年内翻一番 2024年non-GAAP实现盈亏平衡 在这几个关键信息放出后，B站股价直线飙升10%，但是在盘中迅速降温，收盘跌幅达到了8%。真是「眼见他起高楼，眼见他宴宾客，眼见他楼塌了」，冲进去的散户全埋了。。。B站这回是真不讲武德。那么财报数据到底怎么样呢？我们来看一看🔍 财报分析B站依然是目前整个中概互联圈了增长最快的一个（没上市的小红书增长更快），MAU达到了2.72亿，保持35%的增速，而且财报会议里也说今年1月份已突破3亿MAU，所以下个财报MAU增速依然能保持35%，今年达到3.5亿以上MAU问题不是很大。Q4收入57.81亿元，同比增长51%，超过预期的57.66亿元。🎮 游戏收入在停发游戏版号的情况下，游戏业务不可能有太好的表现，不拉垮就是胜利。Q4没有上线新游戏，游戏业务收入12.95亿，还能同比增涨15%已经算事可喜可贺。👗 增值服务B站Q4增值业务不太理想，出现了环比下降。其中的直播业务行业内卷严重，B站的流量还是属于中流，微信视频号直播已经在杀出来的路上。B站直播只能靠质取胜，没有妖魔鬼怪，Up主的粉丝效应更大，所以提高单用户付费价值才是王道。💡 广告收入广告业务增长强劲，B站已经成为了品牌广告的主要阵地之一，去年何同学对话苹果库克，今年法外狂徒张三给沃尔沃拍广告，实现了B站，up主","text":"$哔哩哔哩(BILI)$ B站终于发布2022年Q4财报，财报整体表现不能说强劲，但也中规中矩，保持增速依然是B站的主旋律。财报后股价还是基本持平，但是在电话会议里，睿蜀黍的几个表述点燃了市场。 今年Q1季度的MAU已经突破3亿，人均日使用时长超过90分钟 对2024年MAU达到4亿的目标非常有信心 VAS 收入和每 MAU 增加收益都有可能在 3 年内翻一番 2024年non-GAAP实现盈亏平衡 在这几个关键信息放出后，B站股价直线飙升10%，但是在盘中迅速降温，收盘跌幅达到了8%。真是「眼见他起高楼，眼见他宴宾客，眼见他楼塌了」，冲进去的散户全埋了。。。B站这回是真不讲武德。那么财报数据到底怎么样呢？我们来看一看🔍 财报分析B站依然是目前整个中概互联圈了增长最快的一个（没上市的小红书增长更快），MAU达到了2.72亿，保持35%的增速，而且财报会议里也说今年1月份已突破3亿MAU，所以下个财报MAU增速依然能保持35%，今年达到3.5亿以上MAU问题不是很大。Q4收入57.81亿元，同比增长51%，超过预期的57.66亿元。🎮 游戏收入在停发游戏版号的情况下，游戏业务不可能有太好的表现，不拉垮就是胜利。Q4没有上线新游戏，游戏业务收入12.95亿，还能同比增涨15%已经算事可喜可贺。👗 增值服务B站Q4增值业务不太理想，出现了环比下降。其中的直播业务行业内卷严重，B站的流量还是属于中流，微信视频号直播已经在杀出来的路上。B站直播只能靠质取胜，没有妖魔鬼怪，Up主的粉丝效应更大，所以提高单用户付费价值才是王道。💡 广告收入广告业务增长强劲，B站已经成为了品牌广告的主要阵地之一，去年何同学对话苹果库克，今年法外狂徒张三给沃尔沃拍广告，实现了B站，up主","images":[{"img":"https://static.tigerbbs.com/b4901889db845519769f66204b3cf60d","width":"1140","height":"838"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632847360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803308866,"gmtCreate":1627406910855,"gmtModify":1627406910855,"author":{"id":"3558944895612149","authorId":"3558944895612149","name":"Let it 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特斯拉发布个没成交的虚价 然后发布个实际价格说降价你就信 看看3的中美差价 再看看Y的中美差价 Y不仅没降价还涨价了！ 之后才会降价，到时候肯定又来一遍特斯拉降价 蔚来明天倒闭，自媒体为了恰饭和流量挣钱养家说爆降16万没错，你为了啥,自己想明白再炒股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301484175,"gmtCreate":1603722484197,"gmtModify":1703830496143,"author":{"id":"3558944895612149","authorId":"3558944895612149","name":"Let it go","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"2020.10.26 复盘笔记 by Superleah","htmlText":"的期权投资失败日记20201026 期权的时间价值实在太过可怕，因为购买了特斯拉和苹果的两个星期左右的看涨期权，我的资金账号跌了一半资产 细节复盘： <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>1、AAPL 我在苹果发布会前购买了两手三个星期到期的116刀的苹果看涨期权，当时是坚持股价一定会上涨到130刀每股，所以在涨到125元的时候没有卖，此时资产总值达到4900美金，盈利了1200美金左右，我心里最低预期是到资产到5000美金我绝对抛出； 但没有等来5000美金，只有暴跌，连三个交易日暴跌到115，待后面反弹到118，我实在扛不住卖出，此时因为看涨期权的时间价值，我理论是盈利300美金，实际盈利100美金不到； 这中间还有一笔亏损也类似，不多提！ 2、Tesla<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 预估特斯拉Q3财报有一波小涨行情，因此买了两个星期后的看涨期权，价值19.53美金一股。 我一直以为财报发布后：盘前预估有一波小涨，开盘前半小时内股民跟风有一波小涨，哪知道盘前涨了4个点，开盘后一度暴跌到3个点，因为期权一直在跌，因此一直期待股价回调到成本线后卖出，蠢死了还等，哪想回调幅度并不及预期，一直到两个交易日后，还是继续在下跌，我的看涨期权因为本身时间价值和股价下跌一度暴跌到现值为2.98，最后回到3.3的时候我割肉爆亏卖出，共折损了1600刀！我一个月的工资啊啊啊 资金亏损近2000美金 教训： 1、投资心理学 为什么苹果发布会前暴涨6个点，发布会后暴跌3个点？因为大家对预期不确定的事情总是高估，再加上投行分析师的大肆鼓吹，造成新娘的红盖头掀开后，所有的不确定尘埃落定后，一大波破灭的","listText":"的期权投资失败日记20201026 期权的时间价值实在太过可怕，因为购买了特斯拉和苹果的两个星期左右的看涨期权，我的资金账号跌了一半资产 细节复盘： <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>1、AAPL 我在苹果发布会前购买了两手三个星期到期的116刀的苹果看涨期权，当时是坚持股价一定会上涨到130刀每股，所以在涨到125元的时候没有卖，此时资产总值达到4900美金，盈利了1200美金左右，我心里最低预期是到资产到5000美金我绝对抛出； 但没有等来5000美金，只有暴跌，连三个交易日暴跌到115，待后面反弹到118，我实在扛不住卖出，此时因为看涨期权的时间价值，我理论是盈利300美金，实际盈利100美金不到； 这中间还有一笔亏损也类似，不多提！ 2、Tesla<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 预估特斯拉Q3财报有一波小涨行情，因此买了两个星期后的看涨期权，价值19.53美金一股。 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