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Henrytheking
2021-11-11
$老虎证券(TIGR)$
我在6.85卖了3000股,这个是怎么计算出来的?
Henrytheking
2020-12-18
$特斯拉(TSLA)$
炒股新手的泪
Henrytheking
2021-11-27
$老虎证券(TIGR)$
一路从18加仓到现在,我想写一个大写的惨字
Henrytheking
2021-01-20
$老虎证券(TIGR)$
16块钱买入了,这算追高么?[财迷] [财迷]
Henrytheking
2021-01-03
还是看好蔚来和特斯拉在2021年一起进步成长,蔚来真的很像当年的凌志,以产品做工和服务赢得客户。我觉得在国家政策的扶持下蔚来绝对不会差,如果我是潜在客户,我可能先会被特斯拉的高科技和价格吸引,但是真的体验过以后我很可能因为蔚来提供更好的服务,更好的内饰做工质量和用户体验而最终买单蔚来。蔚来像八十年代凌志的地方是强调产品质量,用户体验来和北美的宝马奔驰竞争。而蔚来比当年凌志强的在于从中国本土成长,有政府相关扶持的加成,而且特斯拉并不是走当年的奔驰宝马那种纯豪华路线的而是更高科技,但论豪华蔚来反而做的更好。
蔚来12月交付量突破7000,全年累计交付43728台
Henrytheking
2021-12-16
$老虎证券(TIGR)$
我在这个股票上赔了十万美元了,除了想骂人没别的想法了
Henrytheking
2021-10-14
$老虎证券(TIGR)$
开盘后应该会暴跌到7块,然后买盘进入拉升回8块
Henrytheking
2020-12-29
$fuboTV Inc.(FUBO)$
差一点就抄到最低的底了,盘前涨到44了,还是放了个37的单
Henrytheking
2020-12-15
$Palantir Technologies Inc.(PLTR)$
炒股第一周的神操作
Henrytheking
2021-11-13
$老虎证券(TIGR)$
$老虎证券(TIGR)$ 18块钱建仓,一路抄底到6.5,把我所有其他盈利的股票lucid在31的时候清仓了,sofi在19就清仓了,除了特斯拉都卖了用来抄底你,今天终于居然盈利了[流泪] [流泪] [流泪]
Henrytheking
2021-09-04
$老虎证券(TIGR)$
估计是庄家在财报出来之前不想让这只股票有太大波动,都在等财报
Henrytheking
2021-11-18
$Lucid Group Inc(LCID)$
希望跌回30好再加仓啊
Henrytheking
2021-11-06
我在31.5的时候清仓了
$Lucid Group Inc(LCID)$
,全都用来抄当时8块钱的
$老虎证券(TIGR)$
,一周过去以后
$Lucid Group Inc(LCID)$
已经涨到了42,老虎从8.5跌到了6.8,换谁心理能不崩?!!
Henrytheking
2021-12-07
$Lucid Group Inc(LCID)$
什么时候才能跌到30左右,给我再次买入的机会啊[流泪]
Henrytheking
2021-11-16
$老虎证券(TIGR)$
北交所的消息到底是利好还是利空?
Henrytheking
2021-10-31
$老虎证券(TIGR)$
为啥我加载不了那个置顶帖“老虎已经为个人信息隐私保护法做好准备”
Henrytheking
2021-09-14
$老虎证券(TIGR)$
坚持到年底,圣诞节一波,农历新年还有一波
Henrytheking
2020-12-19
$Luminar Technologies, Inc.(LAZR)$
刚割完肉就暴涨。。。美好的周末清晨从割肉开始[开心] [爱你]
Henrytheking
2021-09-19
$SoFi Technologies Inc.(SOFI)$
收盘时在15.09有个3 million 的买盘,下周如果还没有起飞,只需要耐心就可以了
Henrytheking
2021-12-09
$Rocket Lab USA, Inc.(RKLB)$
有人像我一样在加载这个吗
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>已经不让评论了。。。","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>已经不让评论了。。。","text":"$老虎证券(TIGR)$已经不让评论了。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699940187","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699017292,"gmtCreate":1639721885085,"gmtModify":1639721885298,"author":{"id":"3560845255540489","authorId":"3560845255540489","name":"Henrytheking","avatar":"https://static.tigerbbs.com/55a042fa32da94eee2a611ec3a2de1b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560845255540489","authorIdStr":"3560845255540489"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>没有看到2022年晚会宣传的任何消息,今年没有最美的夜的晚会了么?","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>没有看到2022年晚会宣传的任何消息,今年没有最美的夜的晚会了么?","text":"$哔哩哔哩(BILI)$没有看到2022年晚会宣传的任何消息,今年没有最美的夜的晚会了么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699017292","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690822601,"gmtCreate":1639656806409,"gmtModify":1639656806587,"author":{"id":"3560845255540489","authorId":"3560845255540489","name":"Henrytheking","avatar":"https://static.tigerbbs.com/55a042fa32da94eee2a611ec3a2de1b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560845255540489","authorIdStr":"3560845255540489"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>我在这个股票上赔了十万美元了,除了想骂人没别的想法了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>我在这个股票上赔了十万美元了,除了想骂人没别的想法了","text":"$老虎证券(TIGR)$我在这个股票上赔了十万美元了,除了想骂人没别的想法了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/690822601","isVote":1,"tweetType":1,"viewCount":2550,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://static.tigerbbs.com/9d9527ab7ac6557b84288abebb9ec540","crmLevel":9,"crmLevelSwitch":0,"idStr":"3563421686188310","authorIdStr":"3563421686188310"},"content":"11 月27日的时候平均价不是7块吗?","text":"11 月27日的时候平均价不是7块吗?","html":"11 月27日的时候平均价不是7块吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602503665,"gmtCreate":1639036426014,"gmtModify":1639036426212,"author":{"id":"3560845255540489","authorId":"3560845255540489","name":"Henrytheking","avatar":"https://static.tigerbbs.com/55a042fa32da94eee2a611ec3a2de1b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560845255540489","authorIdStr":"3560845255540489"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a>有人像我一样在加载这个吗","listText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a>有人像我一样在加载这个吗","text":"$Rocket Lab USA, Inc.(RKLB)$有人像我一样在加载这个吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602503665","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602988801,"gmtCreate":1638957233271,"gmtModify":1638957233423,"author":{"id":"3560845255540489","authorId":"3560845255540489","name":"Henrytheking","avatar":"https://static.tigerbbs.com/55a042fa32da94eee2a611ec3a2de1b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560845255540489","authorIdStr":"3560845255540489"},"themes":[],"htmlText":"值得,但现在的价位风险太大太大了,已经提前price in太多了,正常也就应该25到30左右","listText":"值得,但现在的价位风险太大太大了,已经提前price in太多了,正常也就应该25到30左右","text":"值得,但现在的价位风险太大太大了,已经提前price in太多了,正常也就应该25到30左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602988801","repostId":"1158205459","repostType":2,"repost":{"id":"1158205459","kind":"news","pubTimestamp":1638882438,"share":"https://www.laohu8.com/m/news/1158205459?lang=&edition=full","pubTime":"2021-12-07 21:07","market":"us","language":"zh","title":"美国电动汽车“里程之王”Lucid值得投资吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158205459","media":"猛兽财经","summary":"Lucid的股价受到了相当大的投机情绪影响,这并不适合五年的长期投资。\nLucid 的CEO Peter Rawlinson 的雄心是:从一开始就打造“世界上最好的汽车”,并利用其技术促进全球电动汽车","content":"<p>Lucid的股价受到了相当大的投机情绪影响,这并不适合五年的长期投资。</p>\n<p><a href=\"https://laohu8.com/S/LCID\">Lucid </a>的CEO Peter Rawlinson 的雄心是:从一开始就打造“世界上最好的汽车”,并利用其技术促进全球电动汽车的大规模应用。而且现在在投资者和消费者眼中,Lucid目前已成为了美国电动汽车市场新的“里程之王”(这无疑大大提升了其品牌价值,该公司也已开始生产高性能和豪华系列产品)。</p>\n<p>Lucid虽然在电动汽车市场仍处于非常早期的阶段。但是,它已经证明了其内部的动力系统和电池技术是全球最好的。因此,投资者对Lucid股票的乐观情绪是意料之中的。现在,Lucid面临的最大困难是开始批量生产和交付计划。而且Peter Rawlinson的主要竞争对手、曾经的老板埃隆·马斯克(Lucid特别将特斯拉列为其主要竞争对手)也经常哀叹实现和维持批量生产非常困难。因此,就生产能力而言,Lucid还有很多需要证明的地方。我们认为,随着全球电动汽车市场竞争的加剧,这将显著影响Lucid未来5年的股价。</p>\n<p><b>到2030年生产50万辆电动汽车</b></p>\n<p>Peter Rawlinson表示,该公司有望在2022年之前生产2万辆,在2023年之前生产5万辆,这表明其产能将同比增长150%。值得注意的是,Lucid的目标是到2030年底每年生产50万辆电动汽车 。</p>\n<p>我们认为增加产量对Lucid来说将非常有挑战。因为特斯拉(TSLA)今年的年产量已超过100万辆了。根据目前的数据个预测,到2023年,特斯拉的产能甚至可能会翻一番,达到200万辆。而且特斯拉还宣布了一项2亿美元的计划,升级上海超级工厂,并扩大产能(上海超级工厂在特斯拉的全球扩张计划中发挥了非常重要的作用)。</p>\n<p>此外,特斯拉在过去12个月(LTM)的生产运行效率也大幅提高了。在过去5年里,其年复合增长率也达到了57.2%。Lucid计划将年产量从2022年的2万量提高到2030年的50万量,这意味着其8年的复合年增长率将高达49.5%,这是一个令人难以置信的数据(特斯拉搞了这么多年才差不到搞到这个程度)。因此,我们认为Lucid虽然希望用5年时间赶上特斯拉的产能(虽然任务很艰巨、目标很远大),但这是不现实的,对Lucid来说这是非常有挑战的。而且随着公司规模的扩大,Lucid还有很多东西需要证明。</p>\n<p>大家在特斯拉的财报中很容易的就可以看到特斯拉年产能达到100万辆后的毛利率。特斯拉在第三季度的毛利率为28.8%(这在传统汽车厂商中几乎是不可能的)。但是,我们不确定Lucid在未来5年内的毛利率能达到多少?(像特斯拉一样的30%吗?但特斯拉的年产能已经达到100万辆了)。鉴于Lucid的目标是在2030年实现50万辆汽车的销量,假设同样的毛利率可能是不合理的,那么Lucid应该为其中期和长期毛利率指引提供清晰的战略,以便投资者可以更好的评估其运营效率和风险。作为一家还在起步阶段的公司,猛兽财经认为它的生产能力目前还存在着巨大的不确定性。而且就连Lucid自己也承认它们存在着风险。Lucid的CEO在财报电话会议上表示:</p>\n<blockquote>\n 我们是一家起步阶段的公司,经营历史有限,在一个快速发展和高度规范的市场中经营。此外,我们只发布了一款商用汽车,而且我们没有大规模生产或销售商用汽车的经验。\n</blockquote>\n<p><b>Lucid的软件和自动驾驶业务</b></p>\n<p>特斯拉和中国的电动汽车厂商能崛起原因是,除了与他们的品牌以及是中国全球第一电动汽车市场和欧洲是全球第二电动汽车市场外,还与它们在软件方面的能力和优势有关。就连埃隆·马斯克也提到,他认为中国电动汽车同行是特斯拉最强大的竞争对手:</p>\n<blockquote>\n 我非常尊重许多中国汽车制造商在软件方面的能力。坦率地说,中国汽车公司是世界上最具竞争力的,尤其是因为一些公司非常擅长软件。软件很可能会塑造汽车行业的未来,尤其是在自动驾驶软件方面。\n</blockquote>\n<p>比如,芯片供应危机一来,很多公司都面临芯片短缺,但特斯拉因为在软件方面的能力很强,所以依然能在第三季度达到创纪录的交付量,而他们的传统汽车同行却面临着严重的供应链危机。</p>\n<p>甚至连大众汽车的董事长Herbert Diess也在社交媒体上称赞了特斯拉的软件能力。他表示:</p>\n<blockquote>\n 特斯拉之所以能解决芯片短缺额问题并发展很快的原因是:它们一直在开发自己的软件,而且仅仅在2-3周内,就可以开发一个新软件,并允许这些软件使用不同的芯片,所以芯片短缺来时,根本影响不了特斯拉。\n</blockquote>\n<p>而特斯拉也在8月份的人工智能日上公开了其人工智能训练芯片。特斯拉相信,其软件和芯片能力将加速其在自动驾驶领域的进展。特斯拉首席执行官埃隆·马斯克当时表示:“如果训练一辆车需要几天时间,而不是几个小时,这对我来说是无法接受的。”</p>\n<p>自动驾驶软件对ARK这样的投资机构也意义重大。ARK认为,届时一旦特斯拉的自动驾驶业务成功实现增长,那么特斯拉的汽车毛利率将达到60%。</p>\n<p>因此,这使得Lucid的毛利率增长陷入混乱。如果特斯拉能在自动驾驶方面成功实现增长,那么这又是一项可以与Lucid竞争的巨大优势。因此,我们认为Lucid能否在软件和自动驾驶方面也表现出雄心壮志和能力也非常重要。然而,我们认为Lucid目前还不清楚他们现在的处境,而且他们在软件方面的策略也没有与动力系统和电池的发展同步。</p>\n<p>ARK的木头姐最近也对Lucid和Rivian(RIVN)发表了评论。她表示,这两家公司目前都没有可行的计划来挑战特斯拉的领先地位。</p>\n<p>此外,媒体还报道,Lucid在软件方面缺乏经验可能会给自己带来麻烦,因为它打算与特斯拉和中国的电动汽车制造商竞争。此外,Lucid的CEO自己也承认,软件方面并不是Lucid的强项。</p>\n<p>因此,我们认为Lucid的投资者必须在激烈的竞争中仔细考虑和监控Lucid在软件方面的进展。我们希望Lucid也能澄清其当前在软件方面的优势,以帮助投资者更好的了解其技术。否则,投资者在考虑Lucid的自动驾驶能力时,将不得不在很大程度上依赖推测和猜测。</p>\n<p>我们虽然不能简单的认为Lucid和十多年前特斯拉一样。但市场已经发生了变化,Lucid也有后来者的优势,而且该公司坚信自己是一家科技公司,也是一家竞争对手。因此,它也应该在软件方面展现出对特斯拉和中国电动汽车厂商的高度竞争力。</p>\n<p><b>Lucid的股票五年内值得投资吗?</b></p>\n<p>Lucid目前的EV/FY23收入为18.4倍。与同行相比,Lucid的估值看起来非常昂贵。特斯拉仅为11.9倍。此外,蔚来(NIO)和小鹏汽车(XPEV)分别为4.2倍和4.4倍。</p>\n<p>鉴于Lucid计划的不确定性,所以,我们无法证明其当前的估值是合理的。此外,Lucid的股价也受到了相当大的投机情绪影响,所以,我们认为这也并不适合五年的长期投资。</p>","source":"36k","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>美国电动汽车“里程之王”Lucid值得投资吗?</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; 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}\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美国电动汽车“里程之王”Lucid值得投资吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-07 21:07 北京时间 <a href=https://36kr.com/p/1517130942748681><strong>猛兽财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lucid的股价受到了相当大的投机情绪影响,这并不适合五年的长期投资。\nLucid 的CEO Peter Rawlinson 的雄心是:从一开始就打造“世界上最好的汽车”,并利用其技术促进全球电动汽车的大规模应用。而且现在在投资者和消费者眼中,Lucid目前已成为了美国电动汽车市场新的“里程之王”(这无疑大大提升了其品牌价值,该公司也已开始生产高性能和豪华系列产品)。\nLucid虽然在电动汽车市场...</p>\n\n<a href=\"https://36kr.com/p/1517130942748681\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11fb5ef0b1cb032e12ea701b85e5650d","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"https://36kr.com/p/1517130942748681","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158205459","content_text":"Lucid的股价受到了相当大的投机情绪影响,这并不适合五年的长期投资。\nLucid 的CEO Peter Rawlinson 的雄心是:从一开始就打造“世界上最好的汽车”,并利用其技术促进全球电动汽车的大规模应用。而且现在在投资者和消费者眼中,Lucid目前已成为了美国电动汽车市场新的“里程之王”(这无疑大大提升了其品牌价值,该公司也已开始生产高性能和豪华系列产品)。\nLucid虽然在电动汽车市场仍处于非常早期的阶段。但是,它已经证明了其内部的动力系统和电池技术是全球最好的。因此,投资者对Lucid股票的乐观情绪是意料之中的。现在,Lucid面临的最大困难是开始批量生产和交付计划。而且Peter Rawlinson的主要竞争对手、曾经的老板埃隆·马斯克(Lucid特别将特斯拉列为其主要竞争对手)也经常哀叹实现和维持批量生产非常困难。因此,就生产能力而言,Lucid还有很多需要证明的地方。我们认为,随着全球电动汽车市场竞争的加剧,这将显著影响Lucid未来5年的股价。\n到2030年生产50万辆电动汽车\nPeter Rawlinson表示,该公司有望在2022年之前生产2万辆,在2023年之前生产5万辆,这表明其产能将同比增长150%。值得注意的是,Lucid的目标是到2030年底每年生产50万辆电动汽车 。\n我们认为增加产量对Lucid来说将非常有挑战。因为特斯拉(TSLA)今年的年产量已超过100万辆了。根据目前的数据个预测,到2023年,特斯拉的产能甚至可能会翻一番,达到200万辆。而且特斯拉还宣布了一项2亿美元的计划,升级上海超级工厂,并扩大产能(上海超级工厂在特斯拉的全球扩张计划中发挥了非常重要的作用)。\n此外,特斯拉在过去12个月(LTM)的生产运行效率也大幅提高了。在过去5年里,其年复合增长率也达到了57.2%。Lucid计划将年产量从2022年的2万量提高到2030年的50万量,这意味着其8年的复合年增长率将高达49.5%,这是一个令人难以置信的数据(特斯拉搞了这么多年才差不到搞到这个程度)。因此,我们认为Lucid虽然希望用5年时间赶上特斯拉的产能(虽然任务很艰巨、目标很远大),但这是不现实的,对Lucid来说这是非常有挑战的。而且随着公司规模的扩大,Lucid还有很多东西需要证明。\n大家在特斯拉的财报中很容易的就可以看到特斯拉年产能达到100万辆后的毛利率。特斯拉在第三季度的毛利率为28.8%(这在传统汽车厂商中几乎是不可能的)。但是,我们不确定Lucid在未来5年内的毛利率能达到多少?(像特斯拉一样的30%吗?但特斯拉的年产能已经达到100万辆了)。鉴于Lucid的目标是在2030年实现50万辆汽车的销量,假设同样的毛利率可能是不合理的,那么Lucid应该为其中期和长期毛利率指引提供清晰的战略,以便投资者可以更好的评估其运营效率和风险。作为一家还在起步阶段的公司,猛兽财经认为它的生产能力目前还存在着巨大的不确定性。而且就连Lucid自己也承认它们存在着风险。Lucid的CEO在财报电话会议上表示:\n\n 我们是一家起步阶段的公司,经营历史有限,在一个快速发展和高度规范的市场中经营。此外,我们只发布了一款商用汽车,而且我们没有大规模生产或销售商用汽车的经验。\n\nLucid的软件和自动驾驶业务\n特斯拉和中国的电动汽车厂商能崛起原因是,除了与他们的品牌以及是中国全球第一电动汽车市场和欧洲是全球第二电动汽车市场外,还与它们在软件方面的能力和优势有关。就连埃隆·马斯克也提到,他认为中国电动汽车同行是特斯拉最强大的竞争对手:\n\n 我非常尊重许多中国汽车制造商在软件方面的能力。坦率地说,中国汽车公司是世界上最具竞争力的,尤其是因为一些公司非常擅长软件。软件很可能会塑造汽车行业的未来,尤其是在自动驾驶软件方面。\n\n比如,芯片供应危机一来,很多公司都面临芯片短缺,但特斯拉因为在软件方面的能力很强,所以依然能在第三季度达到创纪录的交付量,而他们的传统汽车同行却面临着严重的供应链危机。\n甚至连大众汽车的董事长Herbert Diess也在社交媒体上称赞了特斯拉的软件能力。他表示:\n\n 特斯拉之所以能解决芯片短缺额问题并发展很快的原因是:它们一直在开发自己的软件,而且仅仅在2-3周内,就可以开发一个新软件,并允许这些软件使用不同的芯片,所以芯片短缺来时,根本影响不了特斯拉。\n\n而特斯拉也在8月份的人工智能日上公开了其人工智能训练芯片。特斯拉相信,其软件和芯片能力将加速其在自动驾驶领域的进展。特斯拉首席执行官埃隆·马斯克当时表示:“如果训练一辆车需要几天时间,而不是几个小时,这对我来说是无法接受的。”\n自动驾驶软件对ARK这样的投资机构也意义重大。ARK认为,届时一旦特斯拉的自动驾驶业务成功实现增长,那么特斯拉的汽车毛利率将达到60%。\n因此,这使得Lucid的毛利率增长陷入混乱。如果特斯拉能在自动驾驶方面成功实现增长,那么这又是一项可以与Lucid竞争的巨大优势。因此,我们认为Lucid能否在软件和自动驾驶方面也表现出雄心壮志和能力也非常重要。然而,我们认为Lucid目前还不清楚他们现在的处境,而且他们在软件方面的策略也没有与动力系统和电池的发展同步。\nARK的木头姐最近也对Lucid和Rivian(RIVN)发表了评论。她表示,这两家公司目前都没有可行的计划来挑战特斯拉的领先地位。\n此外,媒体还报道,Lucid在软件方面缺乏经验可能会给自己带来麻烦,因为它打算与特斯拉和中国的电动汽车制造商竞争。此外,Lucid的CEO自己也承认,软件方面并不是Lucid的强项。\n因此,我们认为Lucid的投资者必须在激烈的竞争中仔细考虑和监控Lucid在软件方面的进展。我们希望Lucid也能澄清其当前在软件方面的优势,以帮助投资者更好的了解其技术。否则,投资者在考虑Lucid的自动驾驶能力时,将不得不在很大程度上依赖推测和猜测。\n我们虽然不能简单的认为Lucid和十多年前特斯拉一样。但市场已经发生了变化,Lucid也有后来者的优势,而且该公司坚信自己是一家科技公司,也是一家竞争对手。因此,它也应该在软件方面展现出对特斯拉和中国电动汽车厂商的高度竞争力。\nLucid的股票五年内值得投资吗?\nLucid目前的EV/FY23收入为18.4倍。与同行相比,Lucid的估值看起来非常昂贵。特斯拉仅为11.9倍。此外,蔚来(NIO)和小鹏汽车(XPEV)分别为4.2倍和4.4倍。\n鉴于Lucid计划的不确定性,所以,我们无法证明其当前的估值是合理的。此外,Lucid的股价也受到了相当大的投机情绪影响,所以,我们认为这也并不适合五年的长期投资。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606309335,"gmtCreate":1638831582278,"gmtModify":1638831582463,"author":{"id":"3560845255540489","authorId":"3560845255540489","name":"Henrytheking","avatar":"https://static.tigerbbs.com/55a042fa32da94eee2a611ec3a2de1b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560845255540489","authorIdStr":"3560845255540489"},"themes":[],"htmlText":"<a 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Inc.(RKLB)$盘前唯一的靓仔就是你了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609875656","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609342474,"gmtCreate":1638244247332,"gmtModify":1638244247456,"author":{"id":"3560845255540489","authorId":"3560845255540489","name":"Henrytheking","avatar":"https://static.tigerbbs.com/55a042fa32da94eee2a611ec3a2de1b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560845255540489","authorIdStr":"3560845255540489"},"themes":[],"htmlText":"今晚8","listText":"今晚8","text":"今晚8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609342474","repostId":"1149452051","repostType":2,"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600061404,"gmtCreate":1638011154442,"gmtModify":1638011154573,"author":{"id":"3560845255540489","authorId":"3560845255540489","name":"Henrytheking","avatar":"https://static.tigerbbs.com/55a042fa32da94eee2a611ec3a2de1b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560845255540489","authorIdStr":"3560845255540489"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>一路从18加仓到现在,我想写一个大写的惨字","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>一路从18加仓到现在,我想写一个大写的惨字","text":"$老虎证券(TIGR)$一路从18加仓到现在,我想写一个大写的惨字","images":[{"img":"https://static.tigerbbs.com/22a72cbc189c30b9a72975b9fac5d9c7","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/600061404","isVote":1,"tweetType":1,"viewCount":2482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":878235922,"gmtCreate":1637195953166,"gmtModify":1637195953249,"author":{"id":"3560845255540489","authorId":"3560845255540489","name":"Henrytheking","avatar":"https://static.tigerbbs.com/55a042fa32da94eee2a611ec3a2de1b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560845255540489","authorIdStr":"3560845255540489"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a>希望跌回30好再加仓啊","listText":"<a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a>希望跌回30好再加仓啊","text":"$Lucid Group Inc(LCID)$希望跌回30好再加仓啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/878235922","isVote":1,"tweetType":1,"viewCount":1672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878383813,"gmtCreate":1637149380039,"gmtModify":1637149380039,"author":{"id":"3560845255540489","authorId":"3560845255540489","name":"Henrytheking","avatar":"https://static.tigerbbs.com/55a042fa32da94eee2a611ec3a2de1b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560845255540489","authorIdStr":"3560845255540489"},"themes":[],"htmlText":"股价没有因为这个消息有啥变化。。。","listText":"股价没有因为这个消息有啥变化。。。","text":"股价没有因为这个消息有啥变化。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878383813","repostId":"1175876990","repostType":2,"repost":{"id":"1175876990","kind":"news","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":1637143418,"share":"https://www.laohu8.com/m/news/1175876990?lang=&edition=full","pubTime":"2021-11-17 18:03","market":"us","language":"zh","title":"老虎国际获纳入MSCI中国小型股指数,再获国际资本市场认可","url":"https://stock-news.laohu8.com/highlight/detail?id=1175876990","media":"老虎资讯综合","summary":"近日,国际指数编制公司明晟(MSCI)公布2021年11月半年度指数评估结果。其中,知名互联网券商老虎国际(NASDAQ:TIGR)获纳入MSCI中国小型股指数(MSCI China Small Ca","content":"<p>近日,国际指数编制公司明晟(MSCI)公布2021年11月半年度指数评估结果。其中,知名互联网券商老虎国际(NASDAQ:TIGR)获纳入MSCI中国小型股指数(MSCI China Small Cap Index),将于2021年11月30日收盘后生效。</p><p>这也是继今年5月被纳入MSCI中国全股票指数(MSCI China All Shares Index)后,老虎国际长期投资价值和发展前景再获国际资本市场认可。</p><p>MSCI系列指数是全球投资组合经理广泛采用的基准指数,具有较大国际影响力。在业内人士看来,屡次被纳入MSCI系列指数将有利于进一步提升老虎国际的国际知名度,增加公司股票流动性,为公司加速国际化进程提供更多可能性。</p><p>2020年起,老虎国际以新加坡为首站开启国际化战略。截至2021年二季度末,老虎国际全球开户客户数为164.9万,季度内超六成新增入金客户来自海外。今年11月,作为头部互联网券商,老虎国际还率先获得新交所四项资质,包括清算会员、证券交易会员、衍生品交易会员及存托代理等。相关资质将助力老虎国际进一步提升客户新加坡股票的交易体验。</p><p>此外,老虎国际还已成功收购香港持牌券商,将获得持香港第1、2类牌照,可为当地客户提供证券经纪、期货经纪等服务。这也成为老虎国际全球化战略的又一里程碑,为其长期发展奠定更为坚实的基础。</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>老虎国际获纳入MSCI中国小型股指数,再获国际资本市场认可 </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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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老虎国际获纳入MSCI中国小型股指数,再获国际资本市场认可 \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\">2021-11-17 18:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>近日,国际指数编制公司明晟(MSCI)公布2021年11月半年度指数评估结果。其中,知名互联网券商老虎国际(NASDAQ:TIGR)获纳入MSCI中国小型股指数(MSCI China Small Cap Index),将于2021年11月30日收盘后生效。</p><p>这也是继今年5月被纳入MSCI中国全股票指数(MSCI China All Shares Index)后,老虎国际长期投资价值和发展前景再获国际资本市场认可。</p><p>MSCI系列指数是全球投资组合经理广泛采用的基准指数,具有较大国际影响力。在业内人士看来,屡次被纳入MSCI系列指数将有利于进一步提升老虎国际的国际知名度,增加公司股票流动性,为公司加速国际化进程提供更多可能性。</p><p>2020年起,老虎国际以新加坡为首站开启国际化战略。截至2021年二季度末,老虎国际全球开户客户数为164.9万,季度内超六成新增入金客户来自海外。今年11月,作为头部互联网券商,老虎国际还率先获得新交所四项资质,包括清算会员、证券交易会员、衍生品交易会员及存托代理等。相关资质将助力老虎国际进一步提升客户新加坡股票的交易体验。</p><p>此外,老虎国际还已成功收购香港持牌券商,将获得持香港第1、2类牌照,可为当地客户提供证券经纪、期货经纪等服务。这也成为老虎国际全球化战略的又一里程碑,为其长期发展奠定更为坚实的基础。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ab00f49d2515ea77cf502014070887d","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175876990","content_text":"近日,国际指数编制公司明晟(MSCI)公布2021年11月半年度指数评估结果。其中,知名互联网券商老虎国际(NASDAQ:TIGR)获纳入MSCI中国小型股指数(MSCI China Small Cap Index),将于2021年11月30日收盘后生效。这也是继今年5月被纳入MSCI中国全股票指数(MSCI China All Shares Index)后,老虎国际长期投资价值和发展前景再获国际资本市场认可。MSCI系列指数是全球投资组合经理广泛采用的基准指数,具有较大国际影响力。在业内人士看来,屡次被纳入MSCI系列指数将有利于进一步提升老虎国际的国际知名度,增加公司股票流动性,为公司加速国际化进程提供更多可能性。2020年起,老虎国际以新加坡为首站开启国际化战略。截至2021年二季度末,老虎国际全球开户客户数为164.9万,季度内超六成新增入金客户来自海外。今年11月,作为头部互联网券商,老虎国际还率先获得新交所四项资质,包括清算会员、证券交易会员、衍生品交易会员及存托代理等。相关资质将助力老虎国际进一步提升客户新加坡股票的交易体验。此外,老虎国际还已成功收购香港持牌券商,将获得持香港第1、2类牌照,可为当地客户提供证券经纪、期货经纪等服务。这也成为老虎国际全球化战略的又一里程碑,为其长期发展奠定更为坚实的基础。","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871189353,"gmtCreate":1637036407208,"gmtModify":1637037295534,"author":{"id":"3560845255540489","authorId":"3560845255540489","name":"Henrytheking","avatar":"https://static.tigerbbs.com/55a042fa32da94eee2a611ec3a2de1b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560845255540489","authorIdStr":"3560845255540489"},"themes":[],"htmlText":"<a 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16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月3日,蔚来公布2020年12月及全年交付数。数据显示,蔚来12月共交付新车7007台,环比增长32.4%,连续第五个月创品牌单月交付数新高;同比增长121.0%,自今年4月以来连续第九个月实现同比翻番。至此,蔚来2020年全年交付量达43728台,同比增长112.6%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146499518","content_text":"1月3日,蔚来公布2020年12月及全年交付数。数据显示,蔚来12月共交付新车7007台,环比增长32.4%,连续第五个月创品牌单月交付数新高;同比增长121.0%,自今年4月以来连续第九个月实现同比翻番。至此,蔚来2020年全年交付量达43728台,同比增长112.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690822601,"gmtCreate":1639656806409,"gmtModify":1639656806587,"author":{"id":"3560845255540489","authorId":"3560845255540489","name":"Henrytheking","avatar":"https://static.tigerbbs.com/55a042fa32da94eee2a611ec3a2de1b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560845255540489","idStr":"3560845255540489"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>我在这个股票上赔了十万美元了,除了想骂人没别的想法了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>我在这个股票上赔了十万美元了,除了想骂人没别的想法了","text":"$老虎证券(TIGR)$我在这个股票上赔了十万美元了,除了想骂人没别的想法了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/690822601","isVote":1,"tweetType":1,"viewCount":2550,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://static.tigerbbs.com/9d9527ab7ac6557b84288abebb9ec540","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3563421686188310","idStr":"3563421686188310"},"content":"11 月27日的时候平均价不是7块吗?","text":"11 月27日的时候平均价不是7块吗?","html":"11 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