静思宏的个人主页 - 老虎社区

静思宏

静思宏

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IP属地：天津

689关注

8粉丝

14主题

0勋章

2021-10-25

关注

抱歉，原内容已删除

2021-05-27

$老虎证券(TIGR)$盈利了

2021-05-29

$水滴(WDH)$什么时候能涨上来？

2021-06-05

$老虎证券(TIGR)$哈哈

2021-04-21

希望特斯拉是无辜的，愿死者安息

抱歉，原内容已删除

2021-04-22

就要敢作敢当才行

抱歉，原内容已删除

2021-09-04

支持小米

抱歉，原内容已删除

2022-01-26

读了

抱歉，原内容已删除

2021-12-20

读了

抱歉，原内容已删除

2021-10-25

加油！

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2021-09-11

好

抱歉，原内容已删除

2021-09-01

看不懂

@oldwen:Hedging the inflation crash

2021-08-31

不错的分享

@不二说价值:📢请关注油管和B站频道：十万刀滚向财富自由您的关注是我贡献干货内容的动力[比心]⚠️ 我会每周给2支美港股做评分，如果您希望我对某一支股票评分，请在评论区留言或点赞别人的留言。我会优先为热度高的公司评分！✅想了解我做频道的初心，10万刀怎么能实现财富自由？请看：十万美元公开账户扬帆起航，不二陪大家并肩滚向财富自由✅配合视频站，我的空间站专属内容大幅增加，每月还会有独家现金福利哦！具体请看：十万刀空间站独家内容和丰富福利介绍视频相关个股：$腾讯控股ADR(TCEHY)$ $腾讯控股(00700)$ $阿里巴巴(BABA)$ $哔哩哔哩(BILI)$ @爱发红包的虎妞

2021-06-25

值得拥有，卖早了

2021-10-25

读了

@漫投资:马斯克心系全人类，Q4可能有更大惊喜🚗🚀

2021-09-04

学习

@我是卡布斯:拜访投资20年实现财务自由的私募大佬，

2021-08-27

赞同

抱歉，原内容已删除

2021-08-26

支持国货！

抱歉，原内容已删除

2021-08-06

读了

@托尼带水张:理智到疯狂：互联网泡沫破灭的故事

2021-07-30

读了

抱歉，原内容已删除

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Y。 对于备受关注的价值2.5万美元的汽车，正在研发中，估计仍有望在2023年发布。对于Q4，投资者关注的还是特斯拉的经营是不是更稳，短期来看，Model S和X的交付一直在攀升，如果能恢复到之","listText":"特斯拉Q3财报发布后，股价触碰到今年高点900元，收盘上涨3.26%。财报不能说有很多惊喜，因为好多数据之前都有曝光，但是特斯拉现在最直观的感受就是一个”稳“字。Q3收入137.6亿，同比增长57%。GAAP净收入16.2亿，GAAP每股收益1.44元，Non-GAAP每股收益1.86元，这两个EPS都是100%的增长之前特斯拉总是被戏称为卖炭翁，因为收入和利润都靠碳积分来充数，但是最近几个季度碳积分收入一直在下降，Q3只贡献了2.79亿收入，占汽车收入比例已经降到2%，同比下降30%。汽车毛利率达到了30%，在芯片供应链短缺的情况下，毛利率还在上升，而且还是在利润车型modelS和X都没有开始大量交付的情况下获得的，只能说明马斯克的供应链能力和Giga工厂的生产效率是非常有优势的Q3交付24.13万辆，生产23.78万，交付依然大于生产，说明好车不愁卖从财报和电话会议来看，特斯拉的天花板依然很高。这个月举行的年度股东大会上介绍，2030年实现汽车销量2000万量的目标，这次财报还来了一次callback，未来展望中期待保持50%的年增率，那样的话年产2000万辆就不是梦，其实保持平均35%的年增率10年后就能达到2000万。这个数据也没有那么夸张。要知道传统汽车大众在2021年产量就是千万级。到2030年大街上跑的全是电动车，特斯拉凭借优势可以占据大部分市场，市值会超过现在苹果的2万亿。在储能方面，Powerwall和Megapack的生产越来越好，4680电池的生产也取得了一些进展，预计明年初将交付首批配备4680电池的汽车。柏林和德州工厂也蓄势待发，年底前就开始生产Model Y。 对于备受关注的价值2.5万美元的汽车，正在研发中，估计仍有望在2023年发布。对于Q4，投资者关注的还是特斯拉的经营是不是更稳，短期来看，Model S和X的交付一直在攀升，如果能恢复到之","text":"特斯拉Q3财报发布后，股价触碰到今年高点900元，收盘上涨3.26%。财报不能说有很多惊喜，因为好多数据之前都有曝光，但是特斯拉现在最直观的感受就是一个”稳“字。Q3收入137.6亿，同比增长57%。GAAP净收入16.2亿，GAAP每股收益1.44元，Non-GAAP每股收益1.86元，这两个EPS都是100%的增长之前特斯拉总是被戏称为卖炭翁，因为收入和利润都靠碳积分来充数，但是最近几个季度碳积分收入一直在下降，Q3只贡献了2.79亿收入，占汽车收入比例已经降到2%，同比下降30%。汽车毛利率达到了30%，在芯片供应链短缺的情况下，毛利率还在上升，而且还是在利润车型modelS和X都没有开始大量交付的情况下获得的，只能说明马斯克的供应链能力和Giga工厂的生产效率是非常有优势的Q3交付24.13万辆，生产23.78万，交付依然大于生产，说明好车不愁卖从财报和电话会议来看，特斯拉的天花板依然很高。这个月举行的年度股东大会上介绍，2030年实现汽车销量2000万量的目标，这次财报还来了一次callback，未来展望中期待保持50%的年增率，那样的话年产2000万辆就不是梦，其实保持平均35%的年增率10年后就能达到2000万。这个数据也没有那么夸张。要知道传统汽车大众在2021年产量就是千万级。到2030年大街上跑的全是电动车，特斯拉凭借优势可以占据大部分市场，市值会超过现在苹果的2万亿。在储能方面，Powerwall和Megapack的生产越来越好，4680电池的生产也取得了一些进展，预计明年初将交付首批配备4680电池的汽车。柏林和德州工厂也蓄势待发，年底前就开始生产Model Y。 对于备受关注的价值2.5万美元的汽车，正在研发中，估计仍有望在2023年发布。对于Q4，投资者关注的还是特斯拉的经营是不是更稳，短期来看，Model 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the inflation crash","htmlText":"With the creeping fear of inflation that has been pushed back slightly but not permanently, there are many of us that are concerned about the \"inevitable\" inflation crash. With how much money the FED has been printing in both 2020 and 2021, there have been many alarm bells triggered warning about the inflation crisis. Many have been speculating that there will be a correction and some even claiming a full on market crash. For a new investor, it might not be simple to navigate the markets in these turbulent time. In this new series of posts, i will share my thoughts and opinions on some ways to protect yourself while investing in the stock market as fears of inflation induced correction takes place.The best and most effective way of investing is to Dollar Cost Average into fundamentally goo","listText":"With the creeping fear of inflation that has been pushed back slightly but not permanently, there are many of us that are concerned about the \"inevitable\" inflation crash. With how much money the FED has been printing in both 2020 and 2021, there have been many alarm bells triggered warning about the inflation crisis. Many have been speculating that there will be a correction and some even claiming a full on market crash. For a new investor, it might not be simple to navigate the markets in these turbulent time. In this new series of posts, i will share my thoughts and opinions on some ways to protect yourself while investing in the stock market as fears of inflation induced correction takes place.The best and most effective way of investing is to Dollar Cost Average into fundamentally goo","text":"With the creeping fear of inflation that has been pushed back slightly but not permanently, there are many of us that are concerned about the \"inevitable\" inflation crash. With how much money the FED has been printing in both 2020 and 2021, there have been many alarm bells triggered warning about the inflation crisis. Many have been speculating that there will be a correction and some even claiming a full on market crash. For a new investor, it might not be simple to navigate the markets in these turbulent time. In this new series of posts, i will share my thoughts and opinions on some ways to protect yourself while investing in the stock market as fears of inflation induced correction takes place.The best and most effective way of investing is to Dollar Cost Average into fundamentally 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target=\"_blank\">十万美元公开账户扬帆起航，不二陪大家并肩滚向财富自由</a>✅配合视频站，我的空间站专属内容大幅增加，每月还会有独家现金福利哦！具体请看：<a href=\"https://laohu8.com/TW/140843402\" target=\"_blank\">十万刀空间站独家内容和丰富福利介绍</a>视频相关个股：<a target=\"_blank\" href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>&nbsp;","text":"📢请关注油管和B站频道：十万刀滚向财富自由您的关注是我贡献干货内容的动力[比心]⚠️ 我会每周给2支美港股做评分，如果您希望我对某一支股票评分，请在评论区留言或点赞别人的留言。我会优先为热度高的公司评分！✅想了解我做频道的初心，10万刀怎么能实现财富自由？请看：十万美元公开账户扬帆起航，不二陪大家并肩滚向财富自由✅配合视频站，我的空间站专属内容大幅增加，每月还会有独家现金福利哦！具体请看：十万刀空间站独家内容和丰富福利介绍视频相关个股：$腾讯控股ADR(TCEHY)$ $腾讯控股(00700)$ $阿里巴巴(BABA)$ $哔哩哔哩(BILI)$ @爱发红包的虎妞","images":[{"img":"https://static.tigerbbs.com/5ab1aa08fdb6b3df43feca2edf72e6cf","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813462897","isVote":1,"tweetType":2,"object":{"id":"27a379ce93404651aab57b17f2cddb5a","tweetId":"813462897","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/620c2d283701925923468347118/v.f30.mp4","poster":"https://static.tigerbbs.com/5ab1aa08fdb6b3df43feca2edf72e6cf"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810766806,"gmtCreate":1630017316405,"gmtModify":1704954519823,"author":{"id":"3578649768075682","authorId":"3578649768075682","name":"静思宏","avatar":"https://static.tigerbbs.com/67392bf0b8a3ef97d2e2dfc680d66c58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞同","listText":"赞同","text":"赞同","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810766806","repostId":"2162013248","repostType":2,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837714405,"gmtCreate":1629927038007,"gmtModify":1629927038007,"author":{"id":"3578649768075682","authorId":"3578649768075682","name":"静思宏","avatar":"https://static.tigerbbs.com/67392bf0b8a3ef97d2e2dfc680d66c58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"支持国货！","listText":"支持国货！","text":"支持国货！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837714405","repostId":"1102292075","repostType":2,"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893293275,"gmtCreate":1628262649097,"gmtModify":1628262649097,"author":{"id":"3578649768075682","authorId":"3578649768075682","name":"静思宏","avatar":"https://static.tigerbbs.com/67392bf0b8a3ef97d2e2dfc680d66c58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"读了","listText":"读了","text":"读了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893293275","repostId":"805447834","repostType":1,"repost":{"id":805447834,"gmtCreate":1627902915825,"gmtModify":1627981501861,"author":{"id":"3508982597040039","authorId":"3508982597040039","name":"托尼带水张","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"理智到疯狂：互联网泡沫破灭的故事","htmlText":"我记得我有次去国内互联网公司调研的时候碰到一个50多岁的美国基金经理，和他聊了下，哪怕在FAANG支配的美股，他也只是买一些盈利的互联网公司，类似谷歌脸书这样，哪怕神如亚马逊这样的股票，他也从来没有买过，其实原因很简单，他是经历过2000年互联网泡沫伤痛的人，或者永远无法理解先亏损后盈利的互联网模式。 有人说，一个基金经理一定会在自己职业生涯中经历好几次的危机，而为什么大部分美国对冲基金都超不过20年，因为过去20年大部分要迈过两个坎，一个是2000年互联网泡沫，一个是2008年金融危机，对于金融危机的书和电影有很多，著名的包括The Big Short, Too Big to Fail等等，但是对于互联网泡沫，其实这类作品很少，主要还是因为它是特定行业的泡沫，破灭之后并没有对于整个全球金融和经济产生巨大的影响，而且互联网后来又开始辉煌，这似乎是一个小插曲。但无疑互联网泡沫破灭的故事也足够精彩，也许互联网后来还是欣欣向荣，但那些因为泡沫破灭而关门的对冲基金们也许就被人所遗忘成为真正的输家。 最近看了一些书和文章做了点研究，作为一个总结和纪念写点啥，毕竟我们如果还在这一行，一定与泡沫相伴或者共舞，希望能够成为泡沫里的赢家而不是输家。 互联网行业爆发：美国90年代黄金时期的最好注脚 冷战结束之后，美国成为了全球唯一超级大国，日本在房地产泡沫（也是个泡沫）破灭之后陷入了困境，世界面临巨变。克林顿竞选台词那个著名的 “笨蛋，问题是经济！” 让他在1992年击败了时任总统老布什，并且结束了共和党12年的执政当选为美国第42任总统，美国90年代的黄金年代拉开了序幕。 克林顿执政时期兑现了他的竞选承诺，加上天时地利人和，上个世纪90年代是美国经济继20世纪60年代之后有一个高峰，克林顿执政时期美国GDP平均增速为4.6%，失业率从80年代的超过7%降低到5%左右，通胀也从20世纪80年","listText":"我记得我有次去国内互联网公司调研的时候碰到一个50多岁的美国基金经理，和他聊了下，哪怕在FAANG支配的美股，他也只是买一些盈利的互联网公司，类似谷歌脸书这样，哪怕神如亚马逊这样的股票，他也从来没有买过，其实原因很简单，他是经历过2000年互联网泡沫伤痛的人，或者永远无法理解先亏损后盈利的互联网模式。 有人说，一个基金经理一定会在自己职业生涯中经历好几次的危机，而为什么大部分美国对冲基金都超不过20年，因为过去20年大部分要迈过两个坎，一个是2000年互联网泡沫，一个是2008年金融危机，对于金融危机的书和电影有很多，著名的包括The Big Short, Too Big to Fail等等，但是对于互联网泡沫，其实这类作品很少，主要还是因为它是特定行业的泡沫，破灭之后并没有对于整个全球金融和经济产生巨大的影响，而且互联网后来又开始辉煌，这似乎是一个小插曲。但无疑互联网泡沫破灭的故事也足够精彩，也许互联网后来还是欣欣向荣，但那些因为泡沫破灭而关门的对冲基金们也许就被人所遗忘成为真正的输家。 最近看了一些书和文章做了点研究，作为一个总结和纪念写点啥，毕竟我们如果还在这一行，一定与泡沫相伴或者共舞，希望能够成为泡沫里的赢家而不是输家。 互联网行业爆发：美国90年代黄金时期的最好注脚 冷战结束之后，美国成为了全球唯一超级大国，日本在房地产泡沫（也是个泡沫）破灭之后陷入了困境，世界面临巨变。克林顿竞选台词那个著名的 “笨蛋，问题是经济！” 让他在1992年击败了时任总统老布什，并且结束了共和党12年的执政当选为美国第42任总统，美国90年代的黄金年代拉开了序幕。 克林顿执政时期兑现了他的竞选承诺，加上天时地利人和，上个世纪90年代是美国经济继20世纪60年代之后有一个高峰，克林顿执政时期美国GDP平均增速为4.6%，失业率从80年代的超过7%降低到5%左右，通胀也从20世纪80年","text":"我记得我有次去国内互联网公司调研的时候碰到一个50多岁的美国基金经理，和他聊了下，哪怕在FAANG支配的美股，他也只是买一些盈利的互联网公司，类似谷歌脸书这样，哪怕神如亚马逊这样的股票，他也从来没有买过，其实原因很简单，他是经历过2000年互联网泡沫伤痛的人，或者永远无法理解先亏损后盈利的互联网模式。 有人说，一个基金经理一定会在自己职业生涯中经历好几次的危机，而为什么大部分美国对冲基金都超不过20年，因为过去20年大部分要迈过两个坎，一个是2000年互联网泡沫，一个是2008年金融危机，对于金融危机的书和电影有很多，著名的包括The Big Short, Too Big to Fail等等，但是对于互联网泡沫，其实这类作品很少，主要还是因为它是特定行业的泡沫，破灭之后并没有对于整个全球金融和经济产生巨大的影响，而且互联网后来又开始辉煌，这似乎是一个小插曲。但无疑互联网泡沫破灭的故事也足够精彩，也许互联网后来还是欣欣向荣，但那些因为泡沫破灭而关门的对冲基金们也许就被人所遗忘成为真正的输家。 最近看了一些书和文章做了点研究，作为一个总结和纪念写点啥，毕竟我们如果还在这一行，一定与泡沫相伴或者共舞，希望能够成为泡沫里的赢家而不是输家。 互联网行业爆发：美国90年代黄金时期的最好注脚 冷战结束之后，美国成为了全球唯一超级大国，日本在房地产泡沫（也是个泡沫）破灭之后陷入了困境，世界面临巨变。克林顿竞选台词那个著名的 “笨蛋，问题是经济！” 让他在1992年击败了时任总统老布什，并且结束了共和党12年的执政当选为美国第42任总统，美国90年代的黄金年代拉开了序幕。 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target=\"_blank\">十万美元公开账户扬帆起航，不二陪大家并肩滚向财富自由</a>✅配合视频站，我的空间站专属内容大幅增加，每月还会有独家现金福利哦！具体请看：<a href=\"https://laohu8.com/TW/140843402\" target=\"_blank\">十万刀空间站独家内容和丰富福利介绍</a>视频相关个股：<a target=\"_blank\" href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>&nbsp;","text":"📢请关注油管和B站频道：十万刀滚向财富自由您的关注是我贡献干货内容的动力[比心]⚠️ 我会每周给2支美港股做评分，如果您希望我对某一支股票评分，请在评论区留言或点赞别人的留言。我会优先为热度高的公司评分！✅想了解我做频道的初心，10万刀怎么能实现财富自由？请看：十万美元公开账户扬帆起航，不二陪大家并肩滚向财富自由✅配合视频站，我的空间站专属内容大幅增加，每月还会有独家现金福利哦！具体请看：十万刀空间站独家内容和丰富福利介绍视频相关个股：$腾讯控股ADR(TCEHY)$ $腾讯控股(00700)$ $阿里巴巴(BABA)$ $哔哩哔哩(BILI)$ @爱发红包的虎妞","images":[{"img":"https://static.tigerbbs.com/5ab1aa08fdb6b3df43feca2edf72e6cf","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813462897","isVote":1,"tweetType":2,"object":{"id":"27a379ce93404651aab57b17f2cddb5a","tweetId":"813462897","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/620c2d283701925923468347118/v.f30.mp4","poster":"https://static.tigerbbs.com/5ab1aa08fdb6b3df43feca2edf72e6cf"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126221350,"gmtCreate":1624576404570,"gmtModify":1624576404570,"author":{"id":"3578649768075682","authorId":"3578649768075682","name":"静思宏","avatar":"https://static.tigerbbs.com/67392bf0b8a3ef97d2e2dfc680d66c58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"值得拥有，卖早了","listText":"值得拥有，卖早了","text":"值得拥有，卖早了","images":[{"img":"https://static.tigerbbs.com/4382e0eb33342ca9f5ffe32e6a454384","width":"1080","height":"3706"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126221350","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":858750204,"gmtCreate":1635124619270,"gmtModify":1635124619270,"author":{"id":"3578649768075682","authorId":"3578649768075682","name":"静思宏","avatar":"https://static.tigerbbs.com/67392bf0b8a3ef97d2e2dfc680d66c58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"读了","listText":"读了","text":"读了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858750204","repostId":"851801909","repostType":1,"repost":{"id":851801909,"gmtCreate":1634888323893,"gmtModify":1634906771379,"author":{"id":"3451627561239325","authorId":"3451627561239325","name":"漫投资","avatar":"https://static.tigerbbs.com/84032dec87e05e119903d285a35661a1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"马斯克心系全人类，Q4可能有更大惊喜🚗🚀","htmlText":"特斯拉Q3财报发布后，股价触碰到今年高点900元，收盘上涨3.26%。财报不能说有很多惊喜，因为好多数据之前都有曝光，但是特斯拉现在最直观的感受就是一个”稳“字。Q3收入137.6亿，同比增长57%。GAAP净收入16.2亿，GAAP每股收益1.44元，Non-GAAP每股收益1.86元，这两个EPS都是100%的增长之前特斯拉总是被戏称为卖炭翁，因为收入和利润都靠碳积分来充数，但是最近几个季度碳积分收入一直在下降，Q3只贡献了2.79亿收入，占汽车收入比例已经降到2%，同比下降30%。汽车毛利率达到了30%，在芯片供应链短缺的情况下，毛利率还在上升，而且还是在利润车型modelS和X都没有开始大量交付的情况下获得的，只能说明马斯克的供应链能力和Giga工厂的生产效率是非常有优势的Q3交付24.13万辆，生产23.78万，交付依然大于生产，说明好车不愁卖从财报和电话会议来看，特斯拉的天花板依然很高。这个月举行的年度股东大会上介绍，2030年实现汽车销量2000万量的目标，这次财报还来了一次callback，未来展望中期待保持50%的年增率，那样的话年产2000万辆就不是梦，其实保持平均35%的年增率10年后就能达到2000万。这个数据也没有那么夸张。要知道传统汽车大众在2021年产量就是千万级。到2030年大街上跑的全是电动车，特斯拉凭借优势可以占据大部分市场，市值会超过现在苹果的2万亿。在储能方面，Powerwall和Megapack的生产越来越好，4680电池的生产也取得了一些进展，预计明年初将交付首批配备4680电池的汽车。柏林和德州工厂也蓄势待发，年底前就开始生产Model 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有人说，一个基金经理一定会在自己职业生涯中经历好几次的危机，而为什么大部分美国对冲基金都超不过20年，因为过去20年大部分要迈过两个坎，一个是2000年互联网泡沫，一个是2008年金融危机，对于金融危机的书和电影有很多，著名的包括The Big Short, Too Big to Fail等等，但是对于互联网泡沫，其实这类作品很少，主要还是因为它是特定行业的泡沫，破灭之后并没有对于整个全球金融和经济产生巨大的影响，而且互联网后来又开始辉煌，这似乎是一个小插曲。但无疑互联网泡沫破灭的故事也足够精彩，也许互联网后来还是欣欣向荣，但那些因为泡沫破灭而关门的对冲基金们也许就被人所遗忘成为真正的输家。 最近看了一些书和文章做了点研究，作为一个总结和纪念写点啥，毕竟我们如果还在这一行，一定与泡沫相伴或者共舞，希望能够成为泡沫里的赢家而不是输家。 互联网行业爆发：美国90年代黄金时期的最好注脚 冷战结束之后，美国成为了全球唯一超级大国，日本在房地产泡沫（也是个泡沫）破灭之后陷入了困境，世界面临巨变。克林顿竞选台词那个著名的 “笨蛋，问题是经济！” 让他在1992年击败了时任总统老布什，并且结束了共和党12年的执政当选为美国第42任总统，美国90年代的黄金年代拉开了序幕。 克林顿执政时期兑现了他的竞选承诺，加上天时地利人和，上个世纪90年代是美国经济继20世纪60年代之后有一个高峰，克林顿执政时期美国GDP平均增速为4.6%，失业率从80年代的超过7%降低到5%左右，通胀也从20世纪80年","listText":"我记得我有次去国内互联网公司调研的时候碰到一个50多岁的美国基金经理，和他聊了下，哪怕在FAANG支配的美股，他也只是买一些盈利的互联网公司，类似谷歌脸书这样，哪怕神如亚马逊这样的股票，他也从来没有买过，其实原因很简单，他是经历过2000年互联网泡沫伤痛的人，或者永远无法理解先亏损后盈利的互联网模式。 有人说，一个基金经理一定会在自己职业生涯中经历好几次的危机，而为什么大部分美国对冲基金都超不过20年，因为过去20年大部分要迈过两个坎，一个是2000年互联网泡沫，一个是2008年金融危机，对于金融危机的书和电影有很多，著名的包括The Big Short, Too Big to Fail等等，但是对于互联网泡沫，其实这类作品很少，主要还是因为它是特定行业的泡沫，破灭之后并没有对于整个全球金融和经济产生巨大的影响，而且互联网后来又开始辉煌，这似乎是一个小插曲。但无疑互联网泡沫破灭的故事也足够精彩，也许互联网后来还是欣欣向荣，但那些因为泡沫破灭而关门的对冲基金们也许就被人所遗忘成为真正的输家。 最近看了一些书和文章做了点研究，作为一个总结和纪念写点啥，毕竟我们如果还在这一行，一定与泡沫相伴或者共舞，希望能够成为泡沫里的赢家而不是输家。 互联网行业爆发：美国90年代黄金时期的最好注脚 冷战结束之后，美国成为了全球唯一超级大国，日本在房地产泡沫（也是个泡沫）破灭之后陷入了困境，世界面临巨变。克林顿竞选台词那个著名的 “笨蛋，问题是经济！” 让他在1992年击败了时任总统老布什，并且结束了共和党12年的执政当选为美国第42任总统，美国90年代的黄金年代拉开了序幕。 克林顿执政时期兑现了他的竞选承诺，加上天时地利人和，上个世纪90年代是美国经济继20世纪60年代之后有一个高峰，克林顿执政时期美国GDP平均增速为4.6%，失业率从80年代的超过7%降低到5%左右，通胀也从20世纪80年","text":"我记得我有次去国内互联网公司调研的时候碰到一个50多岁的美国基金经理，和他聊了下，哪怕在FAANG支配的美股，他也只是买一些盈利的互联网公司，类似谷歌脸书这样，哪怕神如亚马逊这样的股票，他也从来没有买过，其实原因很简单，他是经历过2000年互联网泡沫伤痛的人，或者永远无法理解先亏损后盈利的互联网模式。 有人说，一个基金经理一定会在自己职业生涯中经历好几次的危机，而为什么大部分美国对冲基金都超不过20年，因为过去20年大部分要迈过两个坎，一个是2000年互联网泡沫，一个是2008年金融危机，对于金融危机的书和电影有很多，著名的包括The Big Short, Too Big to Fail等等，但是对于互联网泡沫，其实这类作品很少，主要还是因为它是特定行业的泡沫，破灭之后并没有对于整个全球金融和经济产生巨大的影响，而且互联网后来又开始辉煌，这似乎是一个小插曲。但无疑互联网泡沫破灭的故事也足够精彩，也许互联网后来还是欣欣向荣，但那些因为泡沫破灭而关门的对冲基金们也许就被人所遗忘成为真正的输家。 最近看了一些书和文章做了点研究，作为一个总结和纪念写点啥，毕竟我们如果还在这一行，一定与泡沫相伴或者共舞，希望能够成为泡沫里的赢家而不是输家。 互联网行业爆发：美国90年代黄金时期的最好注脚 冷战结束之后，美国成为了全球唯一超级大国，日本在房地产泡沫（也是个泡沫）破灭之后陷入了困境，世界面临巨变。克林顿竞选台词那个著名的 “笨蛋，问题是经济！” 让他在1992年击败了时任总统老布什，并且结束了共和党12年的执政当选为美国第42任总统，美国90年代的黄金年代拉开了序幕。 克林顿执政时期兑现了他的竞选承诺，加上天时地利人和，上个世纪90年代是美国经济继20世纪60年代之后有一个高峰，克林顿执政时期美国GDP平均增速为4.6%，失业率从80年代的超过7%降低到5%左右，通胀也从20世纪80年","images":[{"img":"https://static.tigerbbs.com/4c05781feb1df53b5b5883249425cc2e","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3a8a746baa0ed30831ccf47cc54c9420","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/4dbdd05da3dcdba5e3f18512d90f703c","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805447834","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808258408,"gmtCreate":1627597944804,"gmtModify":1627597944804,"author":{"id":"3578649768075682","authorId":"3578649768075682","name":"静思宏","avatar":"https://static.tigerbbs.com/67392bf0b8a3ef97d2e2dfc680d66c58","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"读了","listText":"读了","text":"读了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808258408","repostId":"1188110243","repostType":2,"isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}