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采桑散人
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采桑散人
2022-06-15
$新东方在线(01797)$
做空阵亡了
采桑散人
2022-01-27
$小米集团-W(01810)$
安慰一下自己,阿Q一下
采桑散人
2021-08-26
$小米集团-W(01810)$
老司机都很坦然
采桑散人
2021-08-12
$小米集团-W(01810)$
兰博基尼卡丁车,铁蛋,都注定是被忘记的产品,哈哈,都是9999¥这种产品更多的暂时的眼球,对公司估值是没有贡献的。
采桑散人
2021-06-22
$满帮(YMM)$
22.5元了
采桑散人
2021-06-19
$爱回收(RERE)$
17元了
采桑散人
2021-06-18
$爱回收(RERE)$
现在15.5
采桑散人
2021-06-18
$爱回收(RERE)$
$TCL科技(000100)$
中7股
采桑散人
2021-06-16
期待大涨,噢力给 ,就这春风起飞
采桑散人
2021-06-16
期待大涨,噢力给
采桑散人
2021-06-11
TCL尽然V了,骗炮!!!
$TCL科技(000100)$
o
TCL尽然V了,骗炮!!!
采桑散人
2021-05-31
$美团-W(03690)$
北向流入35亿。今天本该流出的。
采桑散人
2021-05-21
$小米集团-W(01810)$
11月之前都不是卖的时候.......
采桑散人
2021-05-21
$小米集团-W(01810)$
小米这种盘子,baby们不要做T,容易卖飞
采桑散人
2021-05-20
$小米集团-W(01810)$
这几天白酒,汽车,轮番行情,好熟悉的画面。
采桑散人
2021-04-01
$恒大汽车(00708)$
就你牛,你O钱本事大
采桑散人
2021-03-31
$小米集团-W(01810)$
有虎有问我怎么看短期的走势,我只想说,1,一个被市场充分消化的消息是不可能让投机者挣到钱的,这是人性;2,买小米就要自问下初心是什么?短期炒作有前面的碳中和,次新,服装等有大把的机会,不用投机科技股;3,中长期看,小米目前的股价是难得的历史机遇。
采桑散人
2021-03-30
$小米集团-W(01810)$
静待花开
采桑散人
2021-03-26
$小米集团-W(01810)$
没什么好说了,希望baby们拿稳票,股市里最怕就是跌了-20%--- -30%一直坚持,但刚刚盈利就走了。我们来这儿是挣钱的,不是为了回本,是不?[开心]
采桑散人
2021-03-26
$恒大汽车(00708)$
车都没有,股价倒是一路向上,我静静的看你表演
去老虎APP查看更多动态
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附近,我终于把扔掉的1.5万股买了回来。再也不卖了。后记:1,中美对抗相当长时间内一直会存在,其中小米时不时会被牵涉其中,很正常,这是政治;2,但是,小米进“实体清单”的概率极低,没有100%的事,永远只看2/8中的83,目前的股价小米太安全了,当然,几天,几周就要20%-30%收益的baby就不要看了4,3年看,是5倍股,再长,看不懂,变化太多,不看了5,现在创始人太任性,昨天黄峥就不玩PDD了,研究生命科学去了,得道了。如果军军退休了,那所有的逻辑都得推倒了","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/327034151","isVote":1,"tweetType":1,"viewCount":10142,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538642545119741","authorId":"3538642545119741","name":"令狐冲_4296","avatar":"https://static.tigerbbs.com/e477e3c4e4035b85e147c22e8ef307ed","crmLevel":1,"crmLevelSwitch":0,"idStr":"3538642545119741","authorIdStr":"3538642545119741"},"content":"写的真好。看得出也是位价值投资者。我没这么多中间步骤,只是在港股通刚开始的时候第一次买入,在配售10亿股的时候补了一次,一直拿到现在,做时间的朋友。我就觉得小米这帮高管很厉害,什么都能搞定。不到100不会卖","text":"写的真好。看得出也是位价值投资者。我没这么多中间步骤,只是在港股通刚开始的时候第一次买入,在配售10亿股的时候补了一次,一直拿到现在,做时间的朋友。我就觉得小米这帮高管很厉害,什么都能搞定。不到100不会卖","html":"写的真好。看得出也是位价值投资者。我没这么多中间步骤,只是在港股通刚开始的时候第一次买入,在配售10亿股的时候补了一次,一直拿到现在,做时间的朋友。我就觉得小米这帮高管很厉害,什么都能搞定。不到100不会卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353128131,"gmtCreate":1616471856423,"gmtModify":1616482858720,"author":{"id":"3575862927081112","authorId":"3575862927081112","name":"采桑散人","avatar":"https://static.tigerbbs.com/bb1f6513a46c196801e977946b5c3200","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575862927081112","authorIdStr":"3575862927081112"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>在中国,烟草行业背负着极为重要的国家使命。笔者曾今服务过烟草的一个生产环节,相对了解行业状态。烟草是个封闭的行业,产/管/销一体化监管,烟叶定点定人种植,加工,收购,烟叶定向供应,烟厂定向采购原料,成品定向,定价供应烟草公司。中国烟草是一块牌子,产销2条线。说了这么多,简言之 - 完全内控的一个封闭行业,人员流动也基本在行业内。一方面,不同于大宗能源行业,如石油石化等,面对国际市场的对照和影响,这个行业从国家层面是没有任何外在因素的影响,简言之,国家层面没有战略调整的需求;另一方对面,举例去年整个烟草的税收基本和国防开支大体相等,可以想像这个行业完全抓在国家手里,对于执政者来讲是太合适太理所当然,不可能有放任生产/销售环节在绝对控制之外的可能。和行业内人士聊过多次电子烟这个话题,其实烟草企业很久以前自生就有过研究开发,也有许多技术沉淀,包括专利等,说实话,比任何市面上的企业都强,你想,烟草养了多少科研院所,上不上电子烟是通盘问题,不是技术,市场等问题,牵涉到目前种植基地,劳动力,卷烟厂的转型调整大问题,是国家层面的问题,问题是,目前阶段(最少10年)高层认为是没有必要的。电子烟注定很长一段时间会是很小众的产品,并且-划重点,销售/生产会是强监管的状态。那是不是说体制外的现在这些电子烟行业要被打死?不会,只是你的发展不是通常商品的发展逻辑,电子烟行业会在严格行业监管下,成为中国烟草行业一个细分的长期存在的,规模和利润受控的一个小分支,同时,大家也会看到体制内烟草企业的电子烟也会零星上市。最后,怎么看RLX:只有发展海外市场,这个企业才有可能做大!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>在中国,烟草行业背负着极为重要的国家使命。笔者曾今服务过烟草的一个生产环节,相对了解行业状态。烟草是个封闭的行业,产/管/销一体化监管,烟叶定点定人种植,加工,收购,烟叶定向供应,烟厂定向采购原料,成品定向,定价供应烟草公司。中国烟草是一块牌子,产销2条线。说了这么多,简言之 - 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完全内控的一个封闭行业,人员流动也基本在行业内。一方面,不同于大宗能源行业,如石油石化等,面对国际市场的对照和影响,这个行业从国家层面是没有任何外在因素的影响,简言之,国家层面没有战略调整的需求;另一方对面,举例去年整个烟草的税收基本和国防开支大体相等,可以想像这个行业完全抓在国家手里,对于执政者来讲是太合适太理所当然,不可能有放任生产/销售环节在绝对控制之外的可能。和行业内人士聊过多次电子烟这个话题,其实烟草企业很久以前自生就有过研究开发,也有许多技术沉淀,包括专利等,说实话,比任何市面上的企业都强,你想,烟草养了多少科研院所,上不上电子烟是通盘问题,不是技术,市场等问题,牵涉到目前种植基地,劳动力,卷烟厂的转型调整大问题,是国家层面的问题,问题是,目前阶段(最少10年)高层认为是没有必要的。电子烟注定很长一段时间会是很小众的产品,并且-划重点,销售/生产会是强监管的状态。那是不是说体制外的现在这些电子烟行业要被打死?不会,只是你的发展不是通常商品的发展逻辑,电子烟行业会在严格行业监管下,成为中国烟草行业一个细分的长期存在的,规模和利润受控的一个小分支,同时,大家也会看到体制内烟草企业的电子烟也会零星上市。最后,怎么看RLX:只有发展海外市场,这个企业才有可能做大!","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":3,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/353128131","isVote":1,"tweetType":1,"viewCount":5082,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540633868551659","authorId":"3540633868551659","name":"吃骨头不吐人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3540633868551659","authorIdStr":"3540633868551659"},"content":"无所谓和IQOS一样不让卖就偷偷卖,公司迁移至境外!一旦进入地下更难打击!17年禁止机构提供比特币交易服务怎么样?不还是活的好好的,反而使用比特币洗钱的金额和人数大幅度上升!现在信息全世界流通,不是傻子了!啥好事都想自己占着没门!","text":"无所谓和IQOS一样不让卖就偷偷卖,公司迁移至境外!一旦进入地下更难打击!17年禁止机构提供比特币交易服务怎么样?不还是活的好好的,反而使用比特币洗钱的金额和人数大幅度上升!现在信息全世界流通,不是傻子了!啥好事都想自己占着没门!","html":"无所谓和IQOS一样不让卖就偷偷卖,公司迁移至境外!一旦进入地下更难打击!17年禁止机构提供比特币交易服务怎么样?不还是活的好好的,反而使用比特币洗钱的金额和人数大幅度上升!现在信息全世界流通,不是傻子了!啥好事都想自己占着没门!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326755668,"gmtCreate":1615721375454,"gmtModify":1703492378753,"author":{"id":"3575862927081112","authorId":"3575862927081112","name":"采桑散人","avatar":"https://static.tigerbbs.com/bb1f6513a46c196801e977946b5c3200","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575862927081112","authorIdStr":"3575862927081112"},"themes":[],"htmlText":"<a 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