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我看好你呦
凡是有的,要加倍让她多余;凡没有的,要把他剩下的也夺走.
IP属地:北京
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我看好你呦
2021-08-09
$Tonix Pharmaceuticals Holding Co(TNXP)$
垃圾里的战斗机
我看好你呦
2021-08-09
$Synthetic Biologics Inc(SYN)$
垃圾里的战斗机
我看好你呦
2021-08-09
只是智者对当下的感受和评判
罗杰斯:史上最残暴的熊市,或在这个时间开启
我看好你呦
2021-07-03
$Synthetic Biologics Inc(SYN)$
感觉低价生物医疗这种研发的股没啥空间了,债务太多,变现能力太差。无语😓
我看好你呦
2021-03-04
勇敢者游戏,不过这走势真心不咋样。如果是所谓牛市,是不是这节奏就是胆小者的退场还是市场的萎靡
@潜伏:
$Color Star Technology Co. Ltd(CSCW)$
$Tonix Pharmaceuticals Holding Co(TNXP)$
$Synthetic Biologics Inc(SYN)$
$百世集团(BEST)$
$第九城市(NCTY)$
至今思项羽,不肯过江东。[微笑] [微笑] [微笑] 都别涨。主力要算成本帐,反正我是有时间。
我看好你呦
2021-03-03
$Tonix Pharmaceuticals Holding Co(TNXP)$
激流勇进还是破釜成舟
我看好你呦
2021-02-25
$Tonix Pharmaceuticals Holding Co(TNXP)$
感觉都逃亡中了
我看好你呦
2021-02-25
$AMD(AMD)$
这货有什么问题,肯定有人知道吧
我看好你呦
2021-02-20
$AMD(AMD)$
悠了这么多天,还准备再跳几次水呢?
我看好你呦
2021-02-19
$Tonix Pharmaceuticals Holding Co(TNXP)$
这股能涨到20不
我看好你呦
2021-02-19
国内资金已经牢牢受控,不能投资到海外市场。这会不会影响美股的再新高?
我看好你呦
2021-02-16
$Tonix Pharmaceuticals Holding Co(TNXP)$
这只股票是不是玩坏了。有大神解读下不
我看好你呦
2021-02-16
这篇文章不错,转发给大家看看
@美股研究社:ARK女神持仓每日跟踪|2021年02月11日
我看好你呦
2021-02-16
这篇文章不错,转发给大家看看
@三藏的财富频道: 【Unity 财报后大跌可抄底,美联储再次放水,美股21年有泡沫吗?】
我看好你呦
2021-02-12
这篇文章不错,转发给大家看看
QuantumScape涨超16%,报52.2美元
我看好你呦
2021-02-12
$Tonix Pharmaceuticals Holding Co(TNXP)$
这是泄了吗[愤怒]
我看好你呦
2021-02-11
$AMD(AMD)$
就不能好好的走出个姿势来吗
我看好你呦
2021-02-11
$AMD(AMD)$
横着走,这也太牛皮了,庄家装死。撤了
我看好你呦
2021-02-11
$AMD(AMD)$
这货是要退市吗
我看好你呦
2021-02-11
$AMD(AMD)$
已经被遗弃了吗
去老虎APP查看更多动态
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21:00","market":"us","language":"zh","title":"罗杰斯:史上最残暴的熊市,或在这个时间开启","url":"https://stock-news.laohu8.com/highlight/detail?id=1115482984","media":" 腾讯美股","summary":"罗杰斯说道:“2008年时,股市的问题主要是在于,我们背负了太多债务。可是,2008年之后直至今天,债务更火箭一般窜升。因此,下一次我们遇到熊市时,只能比那次严酷得多。”\n\n现在,债券已经处在泡沫当中","content":"<p><b><i>罗杰斯说道:“2008年时,股市的问题主要是在于,我们背负了太多债务。可是,2008年之后直至今天,债务更火箭一般窜升。因此,下一次我们遇到熊市时,只能比那次严酷得多。”</i></b></p>\n<p><img src=\"https://static.tigerbbs.com/a8632dfa3f7d3fb56cea770ea3ec93e9\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p>\n<p>现在,债券已经处在泡沫当中,而许多股票也开始泡沫化,同样泡沫化的还有韩国、新西兰和许多其他地方的房市,唯有大宗商品价格还算低廉。近日接受采访时,传奇投资人罗杰斯(Jim Rogers)讨论了自己对商品投资的看法,并预言说,到2021年底或者2022年,所有一切都将彻底泡沫化,而接踵而至的熊市将令史上之前的所有熊市黯然失色。</p>\n<p>以下即访谈全文:</p>\n<p>问:近期,最重大的新闻之一就是,面对德尔塔变种病毒的来袭,美国企业界变得更加谨慎了。比如,亚马逊已经推迟了员工返回工作的时间表。可是看上去,市场似乎对疫情的全新威胁根本不以为然。</p>\n<p>答:我们都已经看到了,几乎世界任何地方的市场,价格都涨破了天际。这堪称是史无前例,因为全世界的央行印出了这么多的钞票。我并不是什么选时操作的行家里手,但是我确信,一切都会在未来几个月画上句号。我们将目睹前所未有的一幕。</p>\n<p>问:与股票有所不同,商品价格看上去对于疫情相关新闻更加敏感一些,比如原油价格当即就做出了反应。疫情是否可能会给原材料价格、通货膨胀,乃至企业盈利带去一场骨牌效应?</p>\n<p>答:事实上,当前全世界价格最低廉的资产门类正是大宗商品。全世界的债市都已经处在泡沫当中。许多地方的股市也开始形成泡沫。韩国、新西兰和不少其他地方的房市也泡沫化了。不过,商品依然廉价。银的价格与历史最高点相比低了50%,石油价格也低了50%。我当然预测不了油价本周的具体变化,不过鉴于已知的储量持续减少,而压裂泡沫已经破灭,因此我觉得,未来几个月来说,石油市场预计还会呈现出强势。每一天每一周的情况难以预测,但是我们都知道,油价与历史最高点相比已经下跌了很多。</p>\n<p>问;你说储量减少,压裂泡沫破灭,这些都是供应面因素,但是需求面前景如何呢?这个世界正在转向电动汽车之类,逐渐远离化石燃料。难道这不是说明,石油的基本面已经不可能再那么强势了吗?</p>\n<p>答:确实,我们这个世界的未来属于电动汽车,这已经很清楚了,但是整个过程还需要很长的时间。老福特(Henry Ford)的太太就有一部电动汽车,她不喜欢内燃机,坚信电动汽车才标志着未来,但是说起来,那都是一百多年前的事情了。是的,真正意义上的电动汽车已经来了,但是变化也不可能一夜间完成。与此同时,石油储备还在持续下滑。我的意思当然不是要大家都赶快去炒石油,但是我对于石油价格确实没有放弃希望。</p>\n<p>问:那么你对油价的长期前景怎么看?到了怎样的情况下,你才会认定原油游戏真的到了落幕的时候?</p>\n<p>许多替代性能源都来到了我们面前,尤其是太阳能、风能、潮汐能等,但是这些真正发展起来都需要很长时间。我前面说了,油价距离历史最高点有50%的差距,而全世界的已探明储量都在持续下滑。压裂法的泡沫破灭了,而储量同时在减少。有鉴于此,如果油价因为供求关系的缘故在未来两三年内大涨,我是丝毫不会感到吃惊的。我们要记住,硬币是有两面的。电动汽车确实在发展,但是这需要时间,老福特的太太已经证明了这一点。</p>\n<p>问:农业大宗商品,尤其是食堂的情况怎样?这也和去化石能源有一定关系。印度总理莫迪现在正力推燃料乙醇汽车,他希望到2025年,所有的汽车燃料都能够混合80%乙醇。你对食糖的前景怎么看?</p>\n<p>答:说起乙醇燃料汽车,巴西人已经在努力发展了。美国人也在以玉米为原料开发。基于农产品的燃料完全是可行的。我们将拥有更多电动汽车,后者将令许多大宗商品的价格从中获益。电动汽车需要的铜、铅、镍都要数倍于普通汽车。同理,以食糖或者玉米或者其他农产品为燃料的汽车,也会令相应商品需求大增。石油的使用则是递减的态势。要交易大宗商品,我们有许多方法可以选择,而且还是前面说的那句话,大宗商品是2021年迄今为止所有主要资产当中价格最为低廉的。</p>\n<p>问:你一直是白银和黄金的长期牛派。让我们来回顾一下过去短短两周时间都发生了什么。美国国债的真实收益率跌到了新低,美元指数表现也很低迷。看上去,黄金价格涨势已经是万事俱备,只欠东风了,但是涨势却没有发生。你对此怎么看?</p>\n<p>答:我最近白银和黄金两者都没有买进,但是我要再强调一下,我不是一个好的交易者。我还在等待白银和黄金的盘整行情进一步深化。如果非要我现在就买进,与黄金相比,我会更多买进白银。白银较之历史最高点,当前的价位低了50%,而黄金的距离只有10%。总之,我在当下当然是都不会买进的,但是当我再度买进,我买进的白银估计要比黄金多得多。</p>\n<p>问:你还是像过去那样,认为美元是一个避风港,或者是你已经发现了其他的资产门类,后者作为避风港比美元更加出色?</p>\n<p>答:我依然持有美元。在近期的涨势前,美元已经走低了一段时间。当局面出现问题,人们就会去寻找避风港,我估计,他们至少未来一两次之内,还会投入美元的回报。只不过,我们必须知道,历史上,没有任何一种储备货币能够持续保持这种身份一百年或者一百五十年。美元拥有这种身份已经一段时间了,也许一切已经快到了尾声了。当然,这不会在今年发生,也不大可能在两三年内,但是考虑到美国债务负担如此惊人,美元的这个地位其实已经很脆弱了。</p>\n<p>谁能够代替美元?我并不知道。是的,包括我在内,许多人都投资了白银,但是我依然不知道现在世界上有哪种货币可以取代美元。当然,大家都在寻找美元的竞争对手,毕竟美国已经是全球历史上的头号债务国。</p>\n<p>问:你对利率未来的走向有何判断?在高通货膨胀前景的威胁之下,全球央行当下的低利率政策还能够延续多久?</p>\n<p>答:债券显然是处在泡沫当中的。在我们已知的世界历史上,债价从未如此昂贵,而且还需要看到,我们即将面对更高的利率。各大央行会绞尽脑汁,尽可能保持低利率,但是市场迟早会说我们不在乎了,我们不想再玩这场游戏了。</p>\n<p>央行银行家们想要尽可能保持低利率,但是各处都已经债如山积。债务供应量惊人,通货膨胀就要来了。所有这些基本面都指向了利率,我现在不买进也不做空,但是毫无疑问,利率迟早必须走高,也许不是这个季度,但是未来两三年里总是没有跑的。</p>\n<p>问:众所周知,欧洲央行已经明确表示,负利率将存在更长时间,英国央行也说,鉴于德尔塔变种病毒疫情爆发的麻烦,他们很难转向鹰派,而美国联储也表示,加息还是很远之后的事情。你觉得呢?市场是否已经开始感知到加息的潜在可能,而这是否意味着股市正在接近顶点?</p>\n<p>答:迟早会有那么一天,市场将告诉央行说,我们不在乎,该加息就加吧。市场总会重新获得利率的控制权,而到那时候,所有的股票、房地产、贷款等就将遇到重大的麻烦,因为市场得到控制权之后,利率将变得非常高。我已经说了,现在债券的供应量大到惊人,而且未来还将有更多债券来到市场上。通货膨胀也在这里了。这些都是最基本的基本面,将会推动利率走高。至于央行,他们过去也曾经多次失去控制权,而这一次最终也将失去,到那时候,股市就将遭遇我一生时间当中最可怕的熊市了。</p>\n<p>2008年时,股市的问题主要是在于,我们背负了太多债务。可是,2008年之后直至今天,债务更火箭一般窜升。因此,下一次我们遇到熊市时,只能比那次严酷得多。</p>\n<p>问:我们看到,今年迄今为止,新兴市场的表现是不及发达国家的。你觉得这是什么造成的?还有,更高的利率对于新兴市场和发达国家又各自意味着什么?</p>\n<p>这些事情往往都缘起于市场的边缘,人们不怎么重视的地方。我们现在已经看到新兴市场的一些银行和一些小国家遇到麻烦。2008年的时候,雷曼兄弟破产了,所有人就都知道麻烦来了,但是实际上,在那之前,问题已经在世界许多市场上酝酿了数月之久了。不过,虽然出现了问题的迹象,但是我现在并没有因此卖掉股票,因为在世界许多市场上,依然有不少股票并没有泡沫化。</p>\n<p>我的预期是,最终所有一切都会进入泡沫阶段,但是那也许要等到今年晚些时候,或者是2022年,那时也将是大结局到来的时间,我们将遭遇一场可怕的大熊市。我不是什么末日预言家,我只是要说,今天的债务规模比起2008年来还要更加惊人,而下一次熊市将令历史上所有其他熊市黯然失色。</p>","source":"txmg","collect":0,"html":"<!DOCTYPE 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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罗杰斯:史上最残暴的熊市,或在这个时间开启\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 21:00 北京时间 <a href=https://mp.weixin.qq.com/s/ZQHN04kynwSMO59PKBpggQ><strong> 腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>罗杰斯说道:“2008年时,股市的问题主要是在于,我们背负了太多债务。可是,2008年之后直至今天,债务更火箭一般窜升。因此,下一次我们遇到熊市时,只能比那次严酷得多。”\n\n现在,债券已经处在泡沫当中,而许多股票也开始泡沫化,同样泡沫化的还有韩国、新西兰和许多其他地方的房市,唯有大宗商品价格还算低廉。近日接受采访时,传奇投资人罗杰斯(Jim Rogers)讨论了自己对商品投资的看法,并预言说,到...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ZQHN04kynwSMO59PKBpggQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a8632dfa3f7d3fb56cea770ea3ec93e9","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/ZQHN04kynwSMO59PKBpggQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115482984","content_text":"罗杰斯说道:“2008年时,股市的问题主要是在于,我们背负了太多债务。可是,2008年之后直至今天,债务更火箭一般窜升。因此,下一次我们遇到熊市时,只能比那次严酷得多。”\n\n现在,债券已经处在泡沫当中,而许多股票也开始泡沫化,同样泡沫化的还有韩国、新西兰和许多其他地方的房市,唯有大宗商品价格还算低廉。近日接受采访时,传奇投资人罗杰斯(Jim Rogers)讨论了自己对商品投资的看法,并预言说,到2021年底或者2022年,所有一切都将彻底泡沫化,而接踵而至的熊市将令史上之前的所有熊市黯然失色。\n以下即访谈全文:\n问:近期,最重大的新闻之一就是,面对德尔塔变种病毒的来袭,美国企业界变得更加谨慎了。比如,亚马逊已经推迟了员工返回工作的时间表。可是看上去,市场似乎对疫情的全新威胁根本不以为然。\n答:我们都已经看到了,几乎世界任何地方的市场,价格都涨破了天际。这堪称是史无前例,因为全世界的央行印出了这么多的钞票。我并不是什么选时操作的行家里手,但是我确信,一切都会在未来几个月画上句号。我们将目睹前所未有的一幕。\n问:与股票有所不同,商品价格看上去对于疫情相关新闻更加敏感一些,比如原油价格当即就做出了反应。疫情是否可能会给原材料价格、通货膨胀,乃至企业盈利带去一场骨牌效应?\n答:事实上,当前全世界价格最低廉的资产门类正是大宗商品。全世界的债市都已经处在泡沫当中。许多地方的股市也开始形成泡沫。韩国、新西兰和不少其他地方的房市也泡沫化了。不过,商品依然廉价。银的价格与历史最高点相比低了50%,石油价格也低了50%。我当然预测不了油价本周的具体变化,不过鉴于已知的储量持续减少,而压裂泡沫已经破灭,因此我觉得,未来几个月来说,石油市场预计还会呈现出强势。每一天每一周的情况难以预测,但是我们都知道,油价与历史最高点相比已经下跌了很多。\n问;你说储量减少,压裂泡沫破灭,这些都是供应面因素,但是需求面前景如何呢?这个世界正在转向电动汽车之类,逐渐远离化石燃料。难道这不是说明,石油的基本面已经不可能再那么强势了吗?\n答:确实,我们这个世界的未来属于电动汽车,这已经很清楚了,但是整个过程还需要很长的时间。老福特(Henry Ford)的太太就有一部电动汽车,她不喜欢内燃机,坚信电动汽车才标志着未来,但是说起来,那都是一百多年前的事情了。是的,真正意义上的电动汽车已经来了,但是变化也不可能一夜间完成。与此同时,石油储备还在持续下滑。我的意思当然不是要大家都赶快去炒石油,但是我对于石油价格确实没有放弃希望。\n问:那么你对油价的长期前景怎么看?到了怎样的情况下,你才会认定原油游戏真的到了落幕的时候?\n许多替代性能源都来到了我们面前,尤其是太阳能、风能、潮汐能等,但是这些真正发展起来都需要很长时间。我前面说了,油价距离历史最高点有50%的差距,而全世界的已探明储量都在持续下滑。压裂法的泡沫破灭了,而储量同时在减少。有鉴于此,如果油价因为供求关系的缘故在未来两三年内大涨,我是丝毫不会感到吃惊的。我们要记住,硬币是有两面的。电动汽车确实在发展,但是这需要时间,老福特的太太已经证明了这一点。\n问:农业大宗商品,尤其是食堂的情况怎样?这也和去化石能源有一定关系。印度总理莫迪现在正力推燃料乙醇汽车,他希望到2025年,所有的汽车燃料都能够混合80%乙醇。你对食糖的前景怎么看?\n答:说起乙醇燃料汽车,巴西人已经在努力发展了。美国人也在以玉米为原料开发。基于农产品的燃料完全是可行的。我们将拥有更多电动汽车,后者将令许多大宗商品的价格从中获益。电动汽车需要的铜、铅、镍都要数倍于普通汽车。同理,以食糖或者玉米或者其他农产品为燃料的汽车,也会令相应商品需求大增。石油的使用则是递减的态势。要交易大宗商品,我们有许多方法可以选择,而且还是前面说的那句话,大宗商品是2021年迄今为止所有主要资产当中价格最为低廉的。\n问:你一直是白银和黄金的长期牛派。让我们来回顾一下过去短短两周时间都发生了什么。美国国债的真实收益率跌到了新低,美元指数表现也很低迷。看上去,黄金价格涨势已经是万事俱备,只欠东风了,但是涨势却没有发生。你对此怎么看?\n答:我最近白银和黄金两者都没有买进,但是我要再强调一下,我不是一个好的交易者。我还在等待白银和黄金的盘整行情进一步深化。如果非要我现在就买进,与黄金相比,我会更多买进白银。白银较之历史最高点,当前的价位低了50%,而黄金的距离只有10%。总之,我在当下当然是都不会买进的,但是当我再度买进,我买进的白银估计要比黄金多得多。\n问:你还是像过去那样,认为美元是一个避风港,或者是你已经发现了其他的资产门类,后者作为避风港比美元更加出色?\n答:我依然持有美元。在近期的涨势前,美元已经走低了一段时间。当局面出现问题,人们就会去寻找避风港,我估计,他们至少未来一两次之内,还会投入美元的回报。只不过,我们必须知道,历史上,没有任何一种储备货币能够持续保持这种身份一百年或者一百五十年。美元拥有这种身份已经一段时间了,也许一切已经快到了尾声了。当然,这不会在今年发生,也不大可能在两三年内,但是考虑到美国债务负担如此惊人,美元的这个地位其实已经很脆弱了。\n谁能够代替美元?我并不知道。是的,包括我在内,许多人都投资了白银,但是我依然不知道现在世界上有哪种货币可以取代美元。当然,大家都在寻找美元的竞争对手,毕竟美国已经是全球历史上的头号债务国。\n问:你对利率未来的走向有何判断?在高通货膨胀前景的威胁之下,全球央行当下的低利率政策还能够延续多久?\n答:债券显然是处在泡沫当中的。在我们已知的世界历史上,债价从未如此昂贵,而且还需要看到,我们即将面对更高的利率。各大央行会绞尽脑汁,尽可能保持低利率,但是市场迟早会说我们不在乎了,我们不想再玩这场游戏了。\n央行银行家们想要尽可能保持低利率,但是各处都已经债如山积。债务供应量惊人,通货膨胀就要来了。所有这些基本面都指向了利率,我现在不买进也不做空,但是毫无疑问,利率迟早必须走高,也许不是这个季度,但是未来两三年里总是没有跑的。\n问:众所周知,欧洲央行已经明确表示,负利率将存在更长时间,英国央行也说,鉴于德尔塔变种病毒疫情爆发的麻烦,他们很难转向鹰派,而美国联储也表示,加息还是很远之后的事情。你觉得呢?市场是否已经开始感知到加息的潜在可能,而这是否意味着股市正在接近顶点?\n答:迟早会有那么一天,市场将告诉央行说,我们不在乎,该加息就加吧。市场总会重新获得利率的控制权,而到那时候,所有的股票、房地产、贷款等就将遇到重大的麻烦,因为市场得到控制权之后,利率将变得非常高。我已经说了,现在债券的供应量大到惊人,而且未来还将有更多债券来到市场上。通货膨胀也在这里了。这些都是最基本的基本面,将会推动利率走高。至于央行,他们过去也曾经多次失去控制权,而这一次最终也将失去,到那时候,股市就将遭遇我一生时间当中最可怕的熊市了。\n2008年时,股市的问题主要是在于,我们背负了太多债务。可是,2008年之后直至今天,债务更火箭一般窜升。因此,下一次我们遇到熊市时,只能比那次严酷得多。\n问:我们看到,今年迄今为止,新兴市场的表现是不及发达国家的。你觉得这是什么造成的?还有,更高的利率对于新兴市场和发达国家又各自意味着什么?\n这些事情往往都缘起于市场的边缘,人们不怎么重视的地方。我们现在已经看到新兴市场的一些银行和一些小国家遇到麻烦。2008年的时候,雷曼兄弟破产了,所有人就都知道麻烦来了,但是实际上,在那之前,问题已经在世界许多市场上酝酿了数月之久了。不过,虽然出现了问题的迹象,但是我现在并没有因此卖掉股票,因为在世界许多市场上,依然有不少股票并没有泡沫化。\n我的预期是,最终所有一切都会进入泡沫阶段,但是那也许要等到今年晚些时候,或者是2022年,那时也将是大结局到来的时间,我们将遭遇一场可怕的大熊市。我不是什么末日预言家,我只是要说,今天的债务规模比起2008年来还要更加惊人,而下一次熊市将令历史上所有其他熊市黯然失色。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152924008,"gmtCreate":1625264887804,"gmtModify":1625276680895,"author":{"id":"3566511393002680","authorId":"3566511393002680","name":"我看好你呦","avatar":"https://static.tigerbbs.com/41c3c02e3ed446aaee4724e7afb125b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SYN\">$Synthetic Biologics Inc(SYN)$</a>感觉低价生物医疗这种研发的股没啥空间了,债务太多,变现能力太差。无语😓","listText":"<a href=\"https://laohu8.com/S/SYN\">$Synthetic Biologics Inc(SYN)$</a>感觉低价生物医疗这种研发的股没啥空间了,债务太多,变现能力太差。无语😓","text":"$Synthetic Biologics Inc(SYN)$感觉低价生物医疗这种研发的股没啥空间了,债务太多,变现能力太差。无语😓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":3,"link":"https://laohu8.com/post/152924008","isVote":1,"tweetType":1,"viewCount":2135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364975314,"gmtCreate":1614810716238,"gmtModify":1703481377818,"author":{"id":"3566511393002680","authorId":"3566511393002680","name":"我看好你呦","avatar":"https://static.tigerbbs.com/41c3c02e3ed446aaee4724e7afb125b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"勇敢者游戏,不过这走势真心不咋样。如果是所谓牛市,是不是这节奏就是胆小者的退场还是市场的萎靡","listText":"勇敢者游戏,不过这走势真心不咋样。如果是所谓牛市,是不是这节奏就是胆小者的退场还是市场的萎靡","text":"勇敢者游戏,不过这走势真心不咋样。如果是所谓牛市,是不是这节奏就是胆小者的退场还是市场的萎靡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364975314","repostId":"365017762","repostType":1,"repost":{"id":365017762,"gmtCreate":1614678818856,"gmtModify":1703479742086,"author":{"id":"3435549005896431","authorId":"3435549005896431","name":"潜伏","avatar":"https://static.tigerbbs.com/d5ae5adc2aaca55f60bd0d6080caace6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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Ltd(CSCW)$$Tonix Pharmaceuticals Holding Co(TNXP)$$Synthetic Biologics Inc(SYN)$$百世集团(BEST)$$第九城市(NCTY)$至今思项羽,不肯过江东。[微笑] [微笑] [微笑] 都别涨。主力要算成本帐,反正我是有时间。","images":[{"img":"https://static.tigerbbs.com/0ff2052bcdc554e70ab7c120488bbca4","width":"828","height":"916"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365017762","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365789660,"gmtCreate":1614780315550,"gmtModify":1703481017010,"author":{"id":"3566511393002680","authorId":"3566511393002680","name":"我看好你呦","avatar":"https://static.tigerbbs.com/41c3c02e3ed446aaee4724e7afb125b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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Pharmaceuticals Holding Co(TNXP)$</a>感觉都逃亡中了","text":"$Tonix Pharmaceuticals Holding Co(TNXP)$感觉都逃亡中了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368072006","isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368028503,"gmtCreate":1614266986602,"gmtModify":1614266986602,"author":{"id":"3566511393002680","authorId":"3566511393002680","name":"我看好你呦","avatar":"https://static.tigerbbs.com/41c3c02e3ed446aaee4724e7afb125b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>这货有什么问题,肯定有人知道吧","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>这货有什么问题,肯定有人知道吧","text":"$AMD(AMD)$这货有什么问题,肯定有人知道吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368028503","isVote":1,"tweetType":1,"viewCount":3172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387516917,"gmtCreate":1613754112739,"gmtModify":1613754112739,"author":{"id":"3566511393002680","authorId":"3566511393002680","name":"我看好你呦","avatar":"https://static.tigerbbs.com/41c3c02e3ed446aaee4724e7afb125b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>悠了这么多天,还准备再跳几次水呢?","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>悠了这么多天,还准备再跳几次水呢?","text":"$AMD(AMD)$悠了这么多天,还准备再跳几次水呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387516917","isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387250733,"gmtCreate":1613750343422,"gmtModify":1613750343422,"author":{"id":"3566511393002680","authorId":"3566511393002680","name":"我看好你呦","avatar":"https://static.tigerbbs.com/41c3c02e3ed446aaee4724e7afb125b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TNXP\">$Tonix Pharmaceuticals Holding Co(TNXP)$</a>这股能涨到20不","listText":"<a href=\"https://laohu8.com/S/TNXP\">$Tonix Pharmaceuticals Holding Co(TNXP)$</a>这股能涨到20不","text":"$Tonix Pharmaceuticals Holding Co(TNXP)$这股能涨到20不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/387250733","isVote":1,"tweetType":1,"viewCount":3831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384725069,"gmtCreate":1613692771151,"gmtModify":1613692771151,"author":{"id":"3566511393002680","authorId":"3566511393002680","name":"我看好你呦","avatar":"https://static.tigerbbs.com/41c3c02e3ed446aaee4724e7afb125b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"国内资金已经牢牢受控,不能投资到海外市场。这会不会影响美股的再新高?","listText":"国内资金已经牢牢受控,不能投资到海外市场。这会不会影响美股的再新高?","text":"国内资金已经牢牢受控,不能投资到海外市场。这会不会影响美股的再新高?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384725069","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385074939,"gmtCreate":1613491061021,"gmtModify":1613491061021,"author":{"id":"3566511393002680","authorId":"3566511393002680","name":"我看好你呦","avatar":"https://static.tigerbbs.com/41c3c02e3ed446aaee4724e7afb125b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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Wood)女士,已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司(ARK Investment Management)。作为创始人、首席执行官、首席投资官,她的投资绩效非常突出,重仓特斯拉一战是让她名声大振,也被很多人称为女巴菲特。由于ARK基金管理的ETF的业绩非常出色,ARK会公布每日持仓动作。北京时间2月11日,美股研究社整理该基金持仓动作如下:Bought:$PYPL / $RHHBY / $NVS /$REGN /$FATE / $NTDOY/ $KMTUY / $PCAR / $EXPC / $SHOPSold:$LSPD / $ADYEN / $CDNA / $SSYS / $MTLS / $SPLK / $ONVO /$API社长点评:1、持续加仓<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> ,今晚11点半PYPL将召开年度投资者会议,重点阐述接下来一年的布局,大家可以提前买点看涨期权埋伏进去。2、<a target=\"_blank\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> 财报前连续数个交易日加仓,这次的财报应该大概率是稳了,1600美元应该指日可待。3、<a target=\"_blank\" href=\"https://laohu8.com/S/PCAR\">$帕卡(PCAR)$</a> 仍然在不断被加仓,ARK这样的加仓,可能未来一段时间这公司会宣布重大利好消息。","listText":"ARK基金介绍凯瑟琳-伍德(Catherine Wood)女士,已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司(ARK Investment Management)。作为创始人、首席执行官、首席投资官,她的投资绩效非常突出,重仓特斯拉一战是让她名声大振,也被很多人称为女巴菲特。由于ARK基金管理的ETF的业绩非常出色,ARK会公布每日持仓动作。北京时间2月11日,美股研究社整理该基金持仓动作如下:Bought:$PYPL / $RHHBY / $NVS /$REGN /$FATE / $NTDOY/ $KMTUY / $PCAR / $EXPC / $SHOPSold:$LSPD / $ADYEN / $CDNA / $SSYS / $MTLS / $SPLK / $ONVO /$API社长点评:1、持续加仓<a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> ,今晚11点半PYPL将召开年度投资者会议,重点阐述接下来一年的布局,大家可以提前买点看涨期权埋伏进去。2、<a target=\"_blank\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> 财报前连续数个交易日加仓,这次的财报应该大概率是稳了,1600美元应该指日可待。3、<a target=\"_blank\" href=\"https://laohu8.com/S/PCAR\">$帕卡(PCAR)$</a> 仍然在不断被加仓,ARK这样的加仓,可能未来一段时间这公司会宣布重大利好消息。","text":"ARK基金介绍凯瑟琳-伍德(Catherine Wood)女士,已经在金融和投资领域工作超过30年了。她于2013年创办方舟投资管理公司(ARK Investment Management)。作为创始人、首席执行官、首席投资官,她的投资绩效非常突出,重仓特斯拉一战是让她名声大振,也被很多人称为女巴菲特。由于ARK基金管理的ETF的业绩非常出色,ARK会公布每日持仓动作。北京时间2月11日,美股研究社整理该基金持仓动作如下:Bought:$PYPL / $RHHBY / $NVS /$REGN /$FATE / $NTDOY/ $KMTUY / $PCAR / $EXPC / $SHOPSold:$LSPD / $ADYEN / $CDNA / $SSYS / $MTLS / $SPLK / $ONVO /$API社长点评:1、持续加仓$PayPal(PYPL)$ ,今晚11点半PYPL将召开年度投资者会议,重点阐述接下来一年的布局,大家可以提前买点看涨期权埋伏进去。2、$Shopify Inc(SHOP)$ 财报前连续数个交易日加仓,这次的财报应该大概率是稳了,1600美元应该指日可待。3、$帕卡(PCAR)$ 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23:11","market":"us","language":"zh","title":"QuantumScape涨超16%,报52.2美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1131208433","media":"老虎资讯综合","summary":"2月12日消息,QuantumScape涨超16%,报52.2美元。此前,摩根士丹利予其目标价70美元。","content":"<p>2月12日消息,QuantumScape涨超16%,报52.2美元。此前,摩根士丹利予其目标价70美元。</p><p><img src=\"https://static.tigerbbs.com/daab48b2fa1d74b6b6543deaf1b26e05\" tg-width=\"984\" tg-height=\"475\" referrerpolicy=\"no-referrer\"></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>QuantumScape涨超16%,报52.2美元</title>\n<style 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23:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月12日消息,QuantumScape涨超16%,报52.2美元。此前,摩根士丹利予其目标价70美元。</p><p><img src=\"https://static.tigerbbs.com/daab48b2fa1d74b6b6543deaf1b26e05\" tg-width=\"984\" tg-height=\"475\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QS":"Quantumscape 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17:44","market":"us","language":"zh","title":"揭秘:为什么电动汽车才是未来?","url":"https://stock-news.laohu8.com/highlight/detail?id=1117945533","media":" 股海沉思","summary":"在纳斯达克100指数基金中前十大成分股中,特斯拉是唯一的制造业。纳斯达克市值前10的企业改变了全人类的生活方式,提升了全人类的福祉,并引领人类社会完成了第三次工业革命。我们看纳斯达克前十大成分股,除了","content":"<p>在纳斯达克100指数基金中前十大成分股中,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是唯一的制造业。<img src=\"https://static.tigerbbs.com/2e18cfb78a8723ffb44ce7a3d1249b24\" tg-width=\"640\" tg-height=\"568\"></p><p>纳斯达克市值前10的企业改变了全人类的生活方式,提升了全人类的福祉,并引领人类社会完成了第三次工业革命。</p><p>我们看纳斯达克前十大成分股,除了新秀特斯拉是电动车制造外,剩下的全部是信息技术产业,有硬科技的电脑芯片,有软科技的电脑软件,还有让信息技术产业实现经济价值腾飞的互联网企业!</p><p>那么特斯拉凭什么能进去?</p><p>再看看中国的电动汽车厂家,国产新能源汽车三大汽车,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、小鹏,一个比一个亏的厉害,一个比一个市值高,一个比一个涨的凶。</p><p>国家对新能源汽车的补贴、政策支持是一波接一波,为什么?</p><p>很多人不明白电动汽车的价值,总是拿一些现在的毛病来否定行业。不可否认,我也认为大多数的电动汽车企业是没有价值的,但是这个行业具有巨大的价值,一定会有伟大的公司诞生。</p><p>我来分享一下我们为什么要大力推广电动汽车。</p><p>第一,能源安全</p><p>2019年中国进口芯片超过3000亿美元,进口石油2800亿美元,分别名列第一和第二。说实话, 不进口芯片,我们国家也能运转,但是没有石油,分分钟停摆。</p><p>我们真的很缺石油,随着经济的发展,汽车需求还会继续增长,我国每年消耗的7亿多吨原油,大部分都用来跑在马路上了。</p><p>2019年,中国原油进口量高达5.1亿吨,当年中国原油产量1.91亿吨,对进口原油的依存度超过72%。</p><p>所以才有能源安全,才有马六甲海峡的咽喉一说。</p><p><img src=\"https://static.tigerbbs.com/a8bcf17ed6d7658e5ff9204faf777c71\" tg-width=\"1080\" tg-height=\"608\"></p><p>数以亿吨的原油进口意味着什么?一是要消耗大量外汇,二是你压根无法在市场上买到价格合适的商品。</p><p>中国的能源安全现状十分脆弱,连支撑30天的原油储备都没有,所以为了可控和安全,不得已采购高价原油。</p><p>中国的石油巨头四面出击,在中东、在非洲建立分子公司。如今伊拉克最大的外国石油公司,叫<a href=\"https://laohu8.com/S/601857\">中国石油</a>;尼日利亚最大的石油公司是<a href=\"https://laohu8.com/S/600028\">中国石化</a>;安哥拉是中国排名前列的原油进口国之一… …</p><p>如果发生重大冲突,海运航线被封锁怎么办?</p><p>大家想一想。</p><p>所以发展电动车,用电,我们可以实现煤炭发电、水力发电、光伏发电、甚至必要时,核能发电,保证自己国家的核心利益。</p><p>第二,技术问题</p><p>汽车是个大产业,我国现在汽车保有量约3.4亿辆,汽车的产业链很长,能解决巨大的就业以及,GDP问题。</p><p>但是我国的汽车行业经过这么多年的发展,就像中国足球一样,太差劲。</p><p>几十年过去了,我们汽车行业一直在引进技术,以发动机为代表的核心部件就是比不过国外同行。</p><p>前几天爆雷的华晨汽车,有中华、金杯、华颂三个自主品牌和华晨宝马、华晨<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>两个合资品牌。合资品牌呼呼赚钱,自主品牌大把亏钱,终于扛不住倒下了,讽刺的是,宣布破产的时候,合资品牌还在源源不断赚钱。</p><p>这就是现状,我国汽车行业的大部分利润都被外国人赚走了,而且国内汽车厂家学习了几十年,还是不行。</p><p>而电动车则是换道超车,这个领域大家都是新手,即便是特斯拉,也是集成的结果。特斯拉承诺到2021年,上海超级工厂的每一辆特斯拉都实现100%中国产。</p><p>电动车的核心部件无论是电机还是轴承还是电池,中国都有世界级领先的企业。</p><p>有了这个产业链,我国的汽车行业才有可能在世界市场上去叫板。</p><p>所以在上海对外地车牌照进一步限行的时候,宣布,在2022年年底将继续给予新能源汽车免费专用牌照。</p><p>国务院办公厅日前印发《新能源汽车产业发展规划(2021-2035年)》指出,2021年起,国家生态文明试验区、大气污染防治重点区域的公共领域新增或更新公交、出租、物流配送等车辆中新能源汽车比例不低于80%。</p><p>《规划》提出,到2025年,新能源汽车新车销售量达到汽车新车销售总量的20%左右,到2035年,纯电动汽车成为新销售车辆的主流,公共领域用车全面电动化。</p><p>这就是从上到下的决心。</p><p>燃油车这块我们和美国、日本、德国相比真的很难超越了,但是做电动汽车,我们就有机会,大大的机会。</p><p>第三,环保问题</p><p>汽车的污染治理是非常麻烦的,因为污染源分布在上亿的个体之中,到处跑, 很难监管, 污染源太分散了。</p><p>升级发动机?太难了,而且机械部件,是有极限的。</p><p>但是电动汽车呢,首先,污染源很集中,为实施有效治理提供了可能性。</p><p><img src=\"https://static.tigerbbs.com/f8a0b4f21e69fb0315a1c4e917384ce4\" tg-width=\"1080\" tg-height=\"889\"></p><p>锂离子电池也是可以回收的, 本身又没有剧毒,相比传统汽车使用的铅酸电池,污染下降超过一个数量级。。</p><p>当然,电池的生产和回收确实存在污染,问题还不小。但是我们相信一点,只要是技术问题,就一定有好的解决方案,实在不济,我们国家的执行力大家都懂的,到时候一定有办法解决。</p><p>因为电池污染放弃电动车是绝对的因噎废食。</p><p>在现状说,虽然特斯拉很牛,但是依靠强大的政策支持、快速追赶的技术和庞大的市场,我国的电动车产业已经是世界第一梯队,不信,满世界找找,有几个对手?</p><p><b>坚定不移地发展电动车是我国国家的最佳战略。</b></p>","source":"lsy1606124597731","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>揭秘:为什么电动汽车才是未来?</title>\n<style 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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揭秘:为什么电动汽车才是未来?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-23 17:44 北京时间 <a href=https://mp.weixin.qq.com/s/ipGxsjuU4lyh_ulo_H_Y2A><strong> 股海沉思</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在纳斯达克100指数基金中前十大成分股中,特斯拉是唯一的制造业。纳斯达克市值前10的企业改变了全人类的生活方式,提升了全人类的福祉,并引领人类社会完成了第三次工业革命。我们看纳斯达克前十大成分股,除了新秀特斯拉是电动车制造外,剩下的全部是信息技术产业,有硬科技的电脑芯片,有软科技的电脑软件,还有让信息技术产业实现经济价值腾飞的互联网企业!那么特斯拉凭什么能进去?再看看中国的电动汽车厂家,国产...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ipGxsjuU4lyh_ulo_H_Y2A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd3f944cb946cded615557bb29da37d8","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"https://mp.weixin.qq.com/s/ipGxsjuU4lyh_ulo_H_Y2A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117945533","content_text":"在纳斯达克100指数基金中前十大成分股中,特斯拉是唯一的制造业。纳斯达克市值前10的企业改变了全人类的生活方式,提升了全人类的福祉,并引领人类社会完成了第三次工业革命。我们看纳斯达克前十大成分股,除了新秀特斯拉是电动车制造外,剩下的全部是信息技术产业,有硬科技的电脑芯片,有软科技的电脑软件,还有让信息技术产业实现经济价值腾飞的互联网企业!那么特斯拉凭什么能进去?再看看中国的电动汽车厂家,国产新能源汽车三大汽车,蔚来、理想汽车、小鹏,一个比一个亏的厉害,一个比一个市值高,一个比一个涨的凶。国家对新能源汽车的补贴、政策支持是一波接一波,为什么?很多人不明白电动汽车的价值,总是拿一些现在的毛病来否定行业。不可否认,我也认为大多数的电动汽车企业是没有价值的,但是这个行业具有巨大的价值,一定会有伟大的公司诞生。我来分享一下我们为什么要大力推广电动汽车。第一,能源安全2019年中国进口芯片超过3000亿美元,进口石油2800亿美元,分别名列第一和第二。说实话, 不进口芯片,我们国家也能运转,但是没有石油,分分钟停摆。我们真的很缺石油,随着经济的发展,汽车需求还会继续增长,我国每年消耗的7亿多吨原油,大部分都用来跑在马路上了。2019年,中国原油进口量高达5.1亿吨,当年中国原油产量1.91亿吨,对进口原油的依存度超过72%。所以才有能源安全,才有马六甲海峡的咽喉一说。数以亿吨的原油进口意味着什么?一是要消耗大量外汇,二是你压根无法在市场上买到价格合适的商品。中国的能源安全现状十分脆弱,连支撑30天的原油储备都没有,所以为了可控和安全,不得已采购高价原油。中国的石油巨头四面出击,在中东、在非洲建立分子公司。如今伊拉克最大的外国石油公司,叫中国石油;尼日利亚最大的石油公司是中国石化;安哥拉是中国排名前列的原油进口国之一… …如果发生重大冲突,海运航线被封锁怎么办?大家想一想。所以发展电动车,用电,我们可以实现煤炭发电、水力发电、光伏发电、甚至必要时,核能发电,保证自己国家的核心利益。第二,技术问题汽车是个大产业,我国现在汽车保有量约3.4亿辆,汽车的产业链很长,能解决巨大的就业以及,GDP问题。但是我国的汽车行业经过这么多年的发展,就像中国足球一样,太差劲。几十年过去了,我们汽车行业一直在引进技术,以发动机为代表的核心部件就是比不过国外同行。前几天爆雷的华晨汽车,有中华、金杯、华颂三个自主品牌和华晨宝马、华晨雷诺两个合资品牌。合资品牌呼呼赚钱,自主品牌大把亏钱,终于扛不住倒下了,讽刺的是,宣布破产的时候,合资品牌还在源源不断赚钱。这就是现状,我国汽车行业的大部分利润都被外国人赚走了,而且国内汽车厂家学习了几十年,还是不行。而电动车则是换道超车,这个领域大家都是新手,即便是特斯拉,也是集成的结果。特斯拉承诺到2021年,上海超级工厂的每一辆特斯拉都实现100%中国产。电动车的核心部件无论是电机还是轴承还是电池,中国都有世界级领先的企业。有了这个产业链,我国的汽车行业才有可能在世界市场上去叫板。所以在上海对外地车牌照进一步限行的时候,宣布,在2022年年底将继续给予新能源汽车免费专用牌照。国务院办公厅日前印发《新能源汽车产业发展规划(2021-2035年)》指出,2021年起,国家生态文明试验区、大气污染防治重点区域的公共领域新增或更新公交、出租、物流配送等车辆中新能源汽车比例不低于80%。《规划》提出,到2025年,新能源汽车新车销售量达到汽车新车销售总量的20%左右,到2035年,纯电动汽车成为新销售车辆的主流,公共领域用车全面电动化。这就是从上到下的决心。燃油车这块我们和美国、日本、德国相比真的很难超越了,但是做电动汽车,我们就有机会,大大的机会。第三,环保问题汽车的污染治理是非常麻烦的,因为污染源分布在上亿的个体之中,到处跑, 很难监管, 污染源太分散了。升级发动机?太难了,而且机械部件,是有极限的。但是电动汽车呢,首先,污染源很集中,为实施有效治理提供了可能性。锂离子电池也是可以回收的, 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