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投资思考
10-01
继续,长期看好,蔚来优质标的
投资思考
09-06
$蔚来-SW(09866)$
长期主义价值凸显
投资思考
09-04
$蔚来-SW(09866)$
投资思考
2023-12-28
$小米集团-W(01810)$
投资思考
2023-11-23
如果额头终将刻上皱纹,你只能做到不让皱纹刻在你的心上
@话题虎:祝大家感恩节快乐!来一起参与活动赢取奖励吧!
投资思考
2023-11-20
$小米集团-W(01810)$
投资思考
2022-12-30
这篇文章不错,转发给大家看看
@话题虎:大爆发!教育股的春天回来了?
投资思考
2022-12-27
$老虎证券(TIGR)$
祝福nio新的一年能够收益增长,老虎证券节节高升,蔚来可以回归到自己应有的价值,中国新能源加油
投资思考
2021-12-09
这篇文章不错,转发给大家看
@言财美股研究社:捡拾退潮后的珍珠,哪些超跌科技龙头值得重点关注?
投资思考
2021-12-09
这篇文章不错,转发给大家看
@Buy_Sell:🚀【12月9日】疫苗利好再度传来!苹果新高,中概上涨!今天买点啥
投资思考
2021-12-09
这篇文章不错,转发给大家看
@时代资本:蔚来ET5
$NIO Inc.(NIO)$
ET5 18号发布,发布当晚可以小定,小定有一定权益。开放试驾估计到明年6-7月份,交车应该在9-10月份 ET5是蔚来内部上上下下现在最重视的一款车,毕其功于一役,决心也必须打造的一个爆款,所有的资源都会堆上,明年第四季度,ET5的产能规划得非常足,超越很多人的想象,类似之前大家对DMi的误判。 ET5会和ET7拉开差距,大家对产品性能和配置期待太高,比如碳化硅电机啥的,就不要期待了,但ET5车小,整备质量也会轻一些,在风阻差不多的情况下,电池PACK一样,续航应该比ET7要长一点点。 ET5的色彩会非常青春年轻,黄色,亮橙色都第一次出现在蔚来的色系里,年度色应该就是这个黄色了。对比下来看,ET5和ET7的关系有一点,小米青春版和小米的关系。ET5在全新的工厂生产,而ET7还是在江淮工厂生产,所以ET5的产能爬坡和最后的释放会比较有把握。售价也基本就是32-40万左右,BAAS后肯定到25这个区间,和特斯拉Model 3,极氪001这些热门车形成竞争关系。
投资思考
2021-12-06
这篇文章不错,转发给大家看
@thong:蔚来就是我钟情的那一大片又湿又厚的雪
投资思考
2021-12-03
这篇文章不错,转发给大家看
@果盘:期权入门系列教程(一):什么是期权?
投资思考
2021-12-03
这篇文章不错,转发给大家看
@果盘:期权入门系列教程(六): 蔚来期权的 sell call 操作复盘
投资思考
2021-12-03
这篇文章不错,转发给大家看
@问就是加仓up:小米再次打开了下跌空间
投资思考
2021-10-01
$小米集团-W(01810)$
[财迷] [财迷] [财迷] [财迷]
投资思考
2021-06-25
这篇文章不错,转发给大家看
@46d9935c:美国REITs股息回报好好高
投资思考
2021-06-25
这篇文章不错,转发给大家看
@史古基:美股打新:每日优鲜 VS 叮咚买菜 生鲜双雄哪个更强?
投资思考
2021-06-24
$满帮(YMM)$
[财迷] [财迷] [财迷]
投资思考
2021-06-24
这篇文章不错,转发给大家看
期权入门:
去老虎APP查看更多动态
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href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> :<a href=\"https://laohu8.com/TW/244422070988872\" target=\"_blank\">【感恩节特别活动】红包大放送</a>再次感恩各位虎友的支持,来一起玩游戏一起获奖吧[比心][比心] <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"今天是感恩节,祝大家感恩节快乐[爱你][爱你]感谢各位虎友一直以来的支持和陪伴[安慰],愿在之后的日子里我们也一起相互支持,共同发财[哇塞]!本次感恩节,我们为大家准备了惊喜互动,参与活动能获得股票代金券和老虎周边等奖励哦[你懂的][美金]<a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> :<a href=\"https://laohu8.com/TW/244422070988872\" target=\"_blank\">【感恩节特别活动】红包大放送</a>再次感恩各位虎友的支持,来一起玩游戏一起获奖吧[比心][比心] <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"今天是感恩节,祝大家感恩节快乐[爱你][爱你]感谢各位虎友一直以来的支持和陪伴[安慰],愿在之后的日子里我们也一起相互支持,共同发财[哇塞]!本次感恩节,我们为大家准备了惊喜互动,参与活动能获得股票代金券和老虎周边等奖励哦[你懂的][美金]@小虎活动 :【感恩节特别活动】红包大放送再次感恩各位虎友的支持,来一起玩游戏一起获奖吧[比心][比心] $老虎证券(TIGR)$ $纳斯达克(.IXIC)$ $恒生指数(HSI)$ $特斯拉(TSLA)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244424785092680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243551914999968,"gmtCreate":1700480628176,"gmtModify":1700480629037,"author":{"id":"3578979945254575","authorId":"3578979945254575","name":"投资思考","avatar":"https://static.tigerbbs.com/b6fc8add792737b98a56091722330517","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578979945254575","authorIdStr":"3578979945254575"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v 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祝福nio新的一年能够收益增长,老虎证券节节高升,蔚来可以回归到自己应有的价值,中国新能源加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621128684","isVote":1,"tweetType":1,"viewCount":1754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602400501,"gmtCreate":1639050632823,"gmtModify":1639050632823,"author":{"id":"3578979945254575","authorId":"3578979945254575","name":"投资思考","avatar":"https://static.tigerbbs.com/b6fc8add792737b98a56091722330517","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578979945254575","authorIdStr":"3578979945254575"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602400501","repostId":"602201682","repostType":1,"repost":{"id":602201682,"gmtCreate":1639021940843,"gmtModify":1639051420556,"author":{"id":"4087984885325640","authorId":"4087984885325640","name":"言财美股研究社","avatar":"https://static.tigerbbs.com/4e4b8de7e5193af177d4fd115494e4a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087984885325640","authorIdStr":"4087984885325640"},"themes":[],"title":"捡拾退潮后的珍珠,哪些超跌科技龙头值得重点关注?","htmlText":"导读:近期,投资美股的朋友们,或多或少都遭遇了市场的暴击,在鲍威尔获得美联储主席连任提名以后,市场突然画风突变,科技成长突然被市场疯狂甩卖,转而去抱团追求科技龙头的确定性,二线科技股尤其是云计算各细分领域的龙头们,在最近十几个交易日中感受到了市场深深的寒意,猝不及防的暴跌,很多个股甚至创下了十年来的单日最大跌幅。在加息的预期之下,云计算估值倚重未来现金流的模式导致云计算公司对于利率的上行异常敏感,尤其是在加息升温的“预期区”,云计算公司的股价往往会出现大幅度的波动,最近就是鲍威尔连任以后货币加快紧缩的预期导致成长股股价剧烈波动,尤其是当下现金流较差但是增速较高给了高估值的云计算细分领域龙头。图 ARKK基金走势从近期木头姐ARKK<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 基金的走势来看,连续四周ARKK基金走出破位下跌的态势,十一月以来的区间回调超过15%,表明阶段性科技股仍是投资者抛售的对象,ARKK的大幅度走弱让做空ARKK基金的<a target=\"_blank\" href=\"https://laohu8.com/S/SARK\">$Tuttle Capital Short Innovation ETF(SARK)$</a> 大放异彩。图 SARK基金走势自11月9日上市以来,SARK基金已经累计上涨了超过15%,该基金通过掉期合约追踪Wood的旗舰产品Innovation ETF(ARKK)的反向表现,近期因为ARKK重仓股包括ZOOM、TDOC、TWLO等持续破位大跌,SARK基金表现抢眼。近期成长股的大跌,主要是因为鲍威尔突然的“鹰派”转向叠加奥密克戎的突袭。在11月FOMC会议上还继续传递鸽派信号的鲍威尔本周在听证会上“","listText":"导读:近期,投资美股的朋友们,或多或少都遭遇了市场的暴击,在鲍威尔获得美联储主席连任提名以后,市场突然画风突变,科技成长突然被市场疯狂甩卖,转而去抱团追求科技龙头的确定性,二线科技股尤其是云计算各细分领域的龙头们,在最近十几个交易日中感受到了市场深深的寒意,猝不及防的暴跌,很多个股甚至创下了十年来的单日最大跌幅。在加息的预期之下,云计算估值倚重未来现金流的模式导致云计算公司对于利率的上行异常敏感,尤其是在加息升温的“预期区”,云计算公司的股价往往会出现大幅度的波动,最近就是鲍威尔连任以后货币加快紧缩的预期导致成长股股价剧烈波动,尤其是当下现金流较差但是增速较高给了高估值的云计算细分领域龙头。图 ARKK基金走势从近期木头姐ARKK<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 基金的走势来看,连续四周ARKK基金走出破位下跌的态势,十一月以来的区间回调超过15%,表明阶段性科技股仍是投资者抛售的对象,ARKK的大幅度走弱让做空ARKK基金的<a target=\"_blank\" href=\"https://laohu8.com/S/SARK\">$Tuttle Capital Short Innovation ETF(SARK)$</a> 大放异彩。图 SARK基金走势自11月9日上市以来,SARK基金已经累计上涨了超过15%,该基金通过掉期合约追踪Wood的旗舰产品Innovation ETF(ARKK)的反向表现,近期因为ARKK重仓股包括ZOOM、TDOC、TWLO等持续破位大跌,SARK基金表现抢眼。近期成长股的大跌,主要是因为鲍威尔突然的“鹰派”转向叠加奥密克戎的突袭。在11月FOMC会议上还继续传递鸽派信号的鲍威尔本周在听证会上“","text":"导读:近期,投资美股的朋友们,或多或少都遭遇了市场的暴击,在鲍威尔获得美联储主席连任提名以后,市场突然画风突变,科技成长突然被市场疯狂甩卖,转而去抱团追求科技龙头的确定性,二线科技股尤其是云计算各细分领域的龙头们,在最近十几个交易日中感受到了市场深深的寒意,猝不及防的暴跌,很多个股甚至创下了十年来的单日最大跌幅。在加息的预期之下,云计算估值倚重未来现金流的模式导致云计算公司对于利率的上行异常敏感,尤其是在加息升温的“预期区”,云计算公司的股价往往会出现大幅度的波动,最近就是鲍威尔连任以后货币加快紧缩的预期导致成长股股价剧烈波动,尤其是当下现金流较差但是增速较高给了高估值的云计算细分领域龙头。图 ARKK基金走势从近期木头姐ARKK$ARK Innovation ETF(ARKK)$ 基金的走势来看,连续四周ARKK基金走出破位下跌的态势,十一月以来的区间回调超过15%,表明阶段性科技股仍是投资者抛售的对象,ARKK的大幅度走弱让做空ARKK基金的$Tuttle Capital Short Innovation ETF(SARK)$ 大放异彩。图 SARK基金走势自11月9日上市以来,SARK基金已经累计上涨了超过15%,该基金通过掉期合约追踪Wood的旗舰产品Innovation ETF(ARKK)的反向表现,近期因为ARKK重仓股包括ZOOM、TDOC、TWLO等持续破位大跌,SARK基金表现抢眼。近期成长股的大跌,主要是因为鲍威尔突然的“鹰派”转向叠加奥密克戎的突袭。在11月FOMC会议上还继续传递鸽派信号的鲍威尔本周在听证会上“","images":[{"img":"https://static.tigerbbs.com/4c208e11bffd69400d0aabc0586da329","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/e19ebcaa6919ed5eec9e3cc23b3b77ca","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/6e9350c5482d2a99595abfd4c3f1eaba","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602201682","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":29,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602671453,"gmtCreate":1639020461296,"gmtModify":1639020461296,"author":{"id":"3578979945254575","authorId":"3578979945254575","name":"投资思考","avatar":"https://static.tigerbbs.com/b6fc8add792737b98a56091722330517","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578979945254575","authorIdStr":"3578979945254575"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602671453","repostId":"602655762","repostType":1,"repost":{"id":602655762,"gmtCreate":1639018153853,"gmtModify":1716217704393,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【12月9日】疫苗利好再度传来!苹果新高,中概上涨!今天买点啥","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月9日,恒生指数开盘上涨171.54点,涨幅0.71%,报24168.41点;国企指数开盘上涨63.25点,涨幅0.74%,报8586.15点;红筹指数开盘上涨7.83点,涨幅0.2%,报3878.09点。 恒生科技指数涨0.91%,大型科技股涨跌不一,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨超2%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌1.7%,<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小幅低开; 港股教育板块走高,<a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 涨近6%,新东方在线涨超4","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月9日,恒生指数开盘上涨171.54点,涨幅0.71%,报24168.41点;国企指数开盘上涨63.25点,涨幅0.74%,报8586.15点;红筹指数开盘上涨7.83点,涨幅0.2%,报3878.09点。 恒生科技指数涨0.91%,大型科技股涨跌不一,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨超2%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌1.7%,<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小幅低开; 港股教育板块走高,<a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 涨近6%,新东方在线涨超4","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月9日,恒生指数开盘上涨171.54点,涨幅0.71%,报24168.41点;国企指数开盘上涨63.25点,涨幅0.74%,报8586.15点;红筹指数开盘上涨7.83点,涨幅0.2%,报3878.09点。 恒生科技指数涨0.91%,大型科技股涨跌不一,$百度集团-SW(09888)$ 、$美团-W(03690)$ 涨超2%,$阿里巴巴-SW(09988)$ 、$腾讯控股(00700)$ 涨超1%,$网易-S(09999)$ 跌1.7%,$快手-W(01024)$ 、$小米集团-W(01810)$ 小幅低开; 港股教育板块走高,$新东方-S(09901)$ 涨近6%,新东方在线涨超4","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602655762","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602671644,"gmtCreate":1639020391461,"gmtModify":1639020391461,"author":{"id":"3578979945254575","authorId":"3578979945254575","name":"投资思考","avatar":"https://static.tigerbbs.com/b6fc8add792737b98a56091722330517","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578979945254575","authorIdStr":"3578979945254575"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602671644","repostId":"602136198","repostType":1,"repost":{"id":602136198,"gmtCreate":1638979436290,"gmtModify":1639026815997,"author":{"id":"3576548477176963","authorId":"3576548477176963","name":"时代资本","avatar":"https://static.tigerbbs.com/37f679dc4ac926ada57e36db18383f48","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576548477176963","authorIdStr":"3576548477176963"},"themes":[],"htmlText":"蔚来ET5<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> ET5 18号发布,发布当晚可以小定,小定有一定权益。开放试驾估计到明年6-7月份,交车应该在9-10月份 ET5是蔚来内部上上下下现在最重视的一款车,毕其功于一役,决心也必须打造的一个爆款,所有的资源都会堆上,明年第四季度,ET5的产能规划得非常足,超越很多人的想象,类似之前大家对DMi的误判。 ET5会和ET7拉开差距,大家对产品性能和配置期待太高,比如碳化硅电机啥的,就不要期待了,但ET5车小,整备质量也会轻一些,在风阻差不多的情况下,电池PACK一样,续航应该比ET7要长一点点。 ET5的色彩会非常青春年轻,黄色,亮橙色都第一次出现在蔚来的色系里,年度色应该就是这个黄色了。对比下来看,ET5和ET7的关系有一点,小米青春版和小米的关系。ET5在全新的工厂生产,而ET7还是在江淮工厂生产,所以ET5的产能爬坡和最后的释放会比较有把握。售价也基本就是32-40万左右,BAAS后肯定到25这个区间,和特斯拉Model 3,极氪001这些热门车形成竞争关系。","listText":"蔚来ET5<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> ET5 18号发布,发布当晚可以小定,小定有一定权益。开放试驾估计到明年6-7月份,交车应该在9-10月份 ET5是蔚来内部上上下下现在最重视的一款车,毕其功于一役,决心也必须打造的一个爆款,所有的资源都会堆上,明年第四季度,ET5的产能规划得非常足,超越很多人的想象,类似之前大家对DMi的误判。 ET5会和ET7拉开差距,大家对产品性能和配置期待太高,比如碳化硅电机啥的,就不要期待了,但ET5车小,整备质量也会轻一些,在风阻差不多的情况下,电池PACK一样,续航应该比ET7要长一点点。 ET5的色彩会非常青春年轻,黄色,亮橙色都第一次出现在蔚来的色系里,年度色应该就是这个黄色了。对比下来看,ET5和ET7的关系有一点,小米青春版和小米的关系。ET5在全新的工厂生产,而ET7还是在江淮工厂生产,所以ET5的产能爬坡和最后的释放会比较有把握。售价也基本就是32-40万左右,BAAS后肯定到25这个区间,和特斯拉Model 3,极氪001这些热门车形成竞争关系。","text":"蔚来ET5$NIO Inc.(NIO)$ ET5 18号发布,发布当晚可以小定,小定有一定权益。开放试驾估计到明年6-7月份,交车应该在9-10月份 ET5是蔚来内部上上下下现在最重视的一款车,毕其功于一役,决心也必须打造的一个爆款,所有的资源都会堆上,明年第四季度,ET5的产能规划得非常足,超越很多人的想象,类似之前大家对DMi的误判。 ET5会和ET7拉开差距,大家对产品性能和配置期待太高,比如碳化硅电机啥的,就不要期待了,但ET5车小,整备质量也会轻一些,在风阻差不多的情况下,电池PACK一样,续航应该比ET7要长一点点。 ET5的色彩会非常青春年轻,黄色,亮橙色都第一次出现在蔚来的色系里,年度色应该就是这个黄色了。对比下来看,ET5和ET7的关系有一点,小米青春版和小米的关系。ET5在全新的工厂生产,而ET7还是在江淮工厂生产,所以ET5的产能爬坡和最后的释放会比较有把握。售价也基本就是32-40万左右,BAAS后肯定到25这个区间,和特斯拉Model 3,极氪001这些热门车形成竞争关系。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602136198","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608529110,"gmtCreate":1638761510138,"gmtModify":1638761510138,"author":{"id":"3578979945254575","authorId":"3578979945254575","name":"投资思考","avatar":"https://static.tigerbbs.com/b6fc8add792737b98a56091722330517","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578979945254575","authorIdStr":"3578979945254575"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608529110","repostId":"877175695","repostType":1,"repost":{"id":877175695,"gmtCreate":1637906070153,"gmtModify":1716217739537,"author":{"id":"3502141821760200","authorId":"3502141821760200","name":"thong","avatar":"https://static.tigerbbs.com/da1ebe7111e1cb22b5c875292524ddb9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502141821760200","authorIdStr":"3502141821760200"},"themes":[],"title":"蔚来就是我钟情的那一大片又湿又厚的雪","htmlText":"巴菲特:“人生就像滚雪球,最重要的是发现很长的坡和很湿的雪。”我认为新能源就是这条很长很长的坡,坡上有很多很干湿不一、厚薄不均的雪,有国牌雪:整车如蔚来,小鹏,理想,比亚迪,恒大汽车等;产业链上如光伏龙头隆基股份,电池龙头宁德时代等。有洋牌雪:如经常教育用户的Tesla,地球首富的Rivian等。新能源的机会是未来5-10年的资本市场最笃定的机会,期间有涨有跌在所难免,但调整后再创新高也只是时间问题。那么还等什么,挑一块你最钟情的雪地翻滚下去吧<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>","listText":"巴菲特:“人生就像滚雪球,最重要的是发现很长的坡和很湿的雪。”我认为新能源就是这条很长很长的坡,坡上有很多很干湿不一、厚薄不均的雪,有国牌雪:整车如蔚来,小鹏,理想,比亚迪,恒大汽车等;产业链上如光伏龙头隆基股份,电池龙头宁德时代等。有洋牌雪:如经常教育用户的Tesla,地球首富的Rivian等。新能源的机会是未来5-10年的资本市场最笃定的机会,期间有涨有跌在所难免,但调整后再创新高也只是时间问题。那么还等什么,挑一块你最钟情的雪地翻滚下去吧<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>","text":"巴菲特:“人生就像滚雪球,最重要的是发现很长的坡和很湿的雪。”我认为新能源就是这条很长很长的坡,坡上有很多很干湿不一、厚薄不均的雪,有国牌雪:整车如蔚来,小鹏,理想,比亚迪,恒大汽车等;产业链上如光伏龙头隆基股份,电池龙头宁德时代等。有洋牌雪:如经常教育用户的Tesla,地球首富的Rivian等。新能源的机会是未来5-10年的资本市场最笃定的机会,期间有涨有跌在所难免,但调整后再创新高也只是时间问题。那么还等什么,挑一块你最钟情的雪地翻滚下去吧$蔚来(NIO)$$小鹏汽车(XPEV)$$理想汽车(LI)$$特斯拉(TSLA)$$Rivian Automotive, Inc.(RIVN)$","images":[{"img":"https://static.tigerbbs.com/71b35e31b6752bfba3b9974d40bf310c","width":"1152","height":"1152"},{"img":"https://static.tigerbbs.com/162cd925e9491c514167bf194b949622","width":"1024","height":"1024"},{"img":"https://static.tigerbbs.com/286ebc671eaf5d9b59dec09659887ea6","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877175695","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601828882,"gmtCreate":1638510891070,"gmtModify":1638510891070,"author":{"id":"3578979945254575","authorId":"3578979945254575","name":"投资思考","avatar":"https://static.tigerbbs.com/b6fc8add792737b98a56091722330517","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578979945254575","authorIdStr":"3578979945254575"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601828882","repostId":"868345553","repostType":1,"repost":{"id":868345553,"gmtCreate":1632615056772,"gmtModify":1632640443872,"author":{"id":"3536666089994439","authorId":"3536666089994439","name":"果盘","avatar":"https://static.tigerbbs.com/5813607fe47cfc8736c0eef05de62372","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536666089994439","authorIdStr":"3536666089994439"},"themes":[],"title":"期权入门系列教程(一):什么是期权?","htmlText":"什么是股票的期权?如果打开老虎证券,点开个股,在上面的第二个tab“期权”就能看到期权页面了。主要内容就是期权链里展示的内容了。可以先看看这个界面里的内容,然后我再来解释下期权到底是什么东西。注:本文所说的期权就是特指美股的股票期权。nio看涨期权的期权链nio看涨期权的期权链在我接触的所有期权相关的介绍,一开始都会说权利和义务、到期日、行权价等等,本来我对期权就是一张白纸,再加上这么多概念,导致我一开始学期权就是一个完全蒙圈的状态。本文就是结合我自己的学习历程,再加上我自己的消化,争取用比较容易理解的方式给完全的期权小白普及下期权相关的概念。都知道体育竞猜吧,预测对比赛结果可以赢钱。比如篮球,有湖人和篮网的比赛(其实足球竞猜比较普遍,奈何我不懂足球)。如果你觉得湖人能赢篮网,那你就花钱买湖人赢,这样的话,如果比赛真的湖人获胜,你就可以赢球奖金。那如果你觉得篮网能赢,肯定就买篮网了。这里有个很多人忽视的点:可以下2个不同方向的赌注,买湖人赢或湖人输(也就是篮网赢)都是可以的。而我们平常买的股票,只有在股票上涨的时候才能获利。这里就引出来了我理解的期权的定义:下赌注,来赌未来一定时间该股票是涨还是跌。期权就是这么简单的一个概念。如果方向对了,哪怕股票下跌,期权也是赚钱的。比如,拿nio举例,你如果觉得2个月后nio公司的股票一定能突破$60,那么你就买2个月后的看涨期权,这样如果2个月后nio的股价突破60后,你买的这个期权就是盈利的。那如果你觉得2个月后nio的股票会下跌,那么你就买入看跌期权,这样如果nio的股票真的下跌的话,你买入的这个期权就是盈利的。怎么样,跟赌湖人和篮网谁赢基本上是一样的吧,看好哪个方向就下哪个方向的赌注,如果真的发生了,就能盈利。这就是期权的本质:对股票将来一段时间的走势判断。股票上涨或下跌,期权都可以赚钱。这就引出了2种期权类型:看涨期权和看跌期","listText":"什么是股票的期权?如果打开老虎证券,点开个股,在上面的第二个tab“期权”就能看到期权页面了。主要内容就是期权链里展示的内容了。可以先看看这个界面里的内容,然后我再来解释下期权到底是什么东西。注:本文所说的期权就是特指美股的股票期权。nio看涨期权的期权链nio看涨期权的期权链在我接触的所有期权相关的介绍,一开始都会说权利和义务、到期日、行权价等等,本来我对期权就是一张白纸,再加上这么多概念,导致我一开始学期权就是一个完全蒙圈的状态。本文就是结合我自己的学习历程,再加上我自己的消化,争取用比较容易理解的方式给完全的期权小白普及下期权相关的概念。都知道体育竞猜吧,预测对比赛结果可以赢钱。比如篮球,有湖人和篮网的比赛(其实足球竞猜比较普遍,奈何我不懂足球)。如果你觉得湖人能赢篮网,那你就花钱买湖人赢,这样的话,如果比赛真的湖人获胜,你就可以赢球奖金。那如果你觉得篮网能赢,肯定就买篮网了。这里有个很多人忽视的点:可以下2个不同方向的赌注,买湖人赢或湖人输(也就是篮网赢)都是可以的。而我们平常买的股票,只有在股票上涨的时候才能获利。这里就引出来了我理解的期权的定义:下赌注,来赌未来一定时间该股票是涨还是跌。期权就是这么简单的一个概念。如果方向对了,哪怕股票下跌,期权也是赚钱的。比如,拿nio举例,你如果觉得2个月后nio公司的股票一定能突破$60,那么你就买2个月后的看涨期权,这样如果2个月后nio的股价突破60后,你买的这个期权就是盈利的。那如果你觉得2个月后nio的股票会下跌,那么你就买入看跌期权,这样如果nio的股票真的下跌的话,你买入的这个期权就是盈利的。怎么样,跟赌湖人和篮网谁赢基本上是一样的吧,看好哪个方向就下哪个方向的赌注,如果真的发生了,就能盈利。这就是期权的本质:对股票将来一段时间的走势判断。股票上涨或下跌,期权都可以赚钱。这就引出了2种期权类型:看涨期权和看跌期","text":"什么是股票的期权?如果打开老虎证券,点开个股,在上面的第二个tab“期权”就能看到期权页面了。主要内容就是期权链里展示的内容了。可以先看看这个界面里的内容,然后我再来解释下期权到底是什么东西。注:本文所说的期权就是特指美股的股票期权。nio看涨期权的期权链nio看涨期权的期权链在我接触的所有期权相关的介绍,一开始都会说权利和义务、到期日、行权价等等,本来我对期权就是一张白纸,再加上这么多概念,导致我一开始学期权就是一个完全蒙圈的状态。本文就是结合我自己的学习历程,再加上我自己的消化,争取用比较容易理解的方式给完全的期权小白普及下期权相关的概念。都知道体育竞猜吧,预测对比赛结果可以赢钱。比如篮球,有湖人和篮网的比赛(其实足球竞猜比较普遍,奈何我不懂足球)。如果你觉得湖人能赢篮网,那你就花钱买湖人赢,这样的话,如果比赛真的湖人获胜,你就可以赢球奖金。那如果你觉得篮网能赢,肯定就买篮网了。这里有个很多人忽视的点:可以下2个不同方向的赌注,买湖人赢或湖人输(也就是篮网赢)都是可以的。而我们平常买的股票,只有在股票上涨的时候才能获利。这里就引出来了我理解的期权的定义:下赌注,来赌未来一定时间该股票是涨还是跌。期权就是这么简单的一个概念。如果方向对了,哪怕股票下跌,期权也是赚钱的。比如,拿nio举例,你如果觉得2个月后nio公司的股票一定能突破$60,那么你就买2个月后的看涨期权,这样如果2个月后nio的股价突破60后,你买的这个期权就是盈利的。那如果你觉得2个月后nio的股票会下跌,那么你就买入看跌期权,这样如果nio的股票真的下跌的话,你买入的这个期权就是盈利的。怎么样,跟赌湖人和篮网谁赢基本上是一样的吧,看好哪个方向就下哪个方向的赌注,如果真的发生了,就能盈利。这就是期权的本质:对股票将来一段时间的走势判断。股票上涨或下跌,期权都可以赚钱。这就引出了2种期权类型:看涨期权和看跌期","images":[{"img":"https://static.tigerbbs.com/380f9b74c90bbe9b7c15a3b5c3bfbd48","width":"2245","height":"1587"},{"img":"https://static.tigerbbs.com/a72bca941e487e732249027ff1703fa0","width":"2245","height":"1587"},{"img":"https://static.tigerbbs.com/7a2260d63c1d8f9b22f7f17754c39858","width":"2245","height":"1587"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868345553","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601823466,"gmtCreate":1638510722907,"gmtModify":1638510722907,"author":{"id":"35789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蔚来期权的 sell call 操作复盘","htmlText":"今天对我上周卖出的期权操作进行下复盘。我一直是蔚来(NIO)股票的长期关注者,本身也持有NIO股票,上周正好有蔚来的财报公布,根据我自己的情况,分别做了2单sell call的操作,截图如下:其实这里有我的一个小心思,蔚来11月10日发布了三季度财报,因为我10日前后分别sell call,借此也能来验证下财报周对期权价格的影响。Sell call是做的价外期权,因为价外期权的价格是由距到期日距离和隐含波动率来决定的(还有其它因素,但是这2个占了绝大部分的价值)。可以看到,财报发布之前由于隐含波动率会急剧升高,因此会导致期权价格对应的升高。对应到我的卖单实例,11月9日卖出的单价是0.57,而到发布财报后的11月12日卖出的单价直接降到0.31。注意我卖出的期权都是2个星期后到期的,排除了到期日距离的不同对期权价格产生的影响。最终落到我的实盘里面,就是下面这种情况:这是11月17日的盈亏情况。可以看到,我的2个sell call的操作目前都是盈利的,尤其是11月19日到期的期权,已经盈利了96%,还有2天期权就到期,获得全部的利润基本上没有任何问题。这里也要说明下,为什么我11月26日到期的期权要卖出25手。前文说了,由于隐含波动率的影响,第一个期权操作卖出18手就能得到1000+的权利金,而第二个期权操作的时候,由于波动率的快速回落,我如果还想获得1000+的权利金,只能卖出更多的期权数量(或者选择离估计更近的行权价,但是我不太愿意冒被行权的风险)。是的,我本人做期权操作,通常情况下希望权利金最少也要1000+,要不然觉得没啥意义,赚的钱太少,还不够浪费时间呢。上面的图里面还有2个点跟平常的认知不太一样:1.卖出期权,对应的数量是负数。因为买入是正数。2.NIO CALL后面的”组合“标识,意味着我做的是covered call,跟我持有的 nio 股票做了一个组合的操作","listText":"今天对我上周卖出的期权操作进行下复盘。我一直是蔚来(NIO)股票的长期关注者,本身也持有NIO股票,上周正好有蔚来的财报公布,根据我自己的情况,分别做了2单sell call的操作,截图如下:其实这里有我的一个小心思,蔚来11月10日发布了三季度财报,因为我10日前后分别sell call,借此也能来验证下财报周对期权价格的影响。Sell call是做的价外期权,因为价外期权的价格是由距到期日距离和隐含波动率来决定的(还有其它因素,但是这2个占了绝大部分的价值)。可以看到,财报发布之前由于隐含波动率会急剧升高,因此会导致期权价格对应的升高。对应到我的卖单实例,11月9日卖出的单价是0.57,而到发布财报后的11月12日卖出的单价直接降到0.31。注意我卖出的期权都是2个星期后到期的,排除了到期日距离的不同对期权价格产生的影响。最终落到我的实盘里面,就是下面这种情况:这是11月17日的盈亏情况。可以看到,我的2个sell call的操作目前都是盈利的,尤其是11月19日到期的期权,已经盈利了96%,还有2天期权就到期,获得全部的利润基本上没有任何问题。这里也要说明下,为什么我11月26日到期的期权要卖出25手。前文说了,由于隐含波动率的影响,第一个期权操作卖出18手就能得到1000+的权利金,而第二个期权操作的时候,由于波动率的快速回落,我如果还想获得1000+的权利金,只能卖出更多的期权数量(或者选择离估计更近的行权价,但是我不太愿意冒被行权的风险)。是的,我本人做期权操作,通常情况下希望权利金最少也要1000+,要不然觉得没啥意义,赚的钱太少,还不够浪费时间呢。上面的图里面还有2个点跟平常的认知不太一样:1.卖出期权,对应的数量是负数。因为买入是正数。2.NIO CALL后面的”组合“标识,意味着我做的是covered call,跟我持有的 nio 股票做了一个组合的操作","text":"今天对我上周卖出的期权操作进行下复盘。我一直是蔚来(NIO)股票的长期关注者,本身也持有NIO股票,上周正好有蔚来的财报公布,根据我自己的情况,分别做了2单sell call的操作,截图如下:其实这里有我的一个小心思,蔚来11月10日发布了三季度财报,因为我10日前后分别sell call,借此也能来验证下财报周对期权价格的影响。Sell call是做的价外期权,因为价外期权的价格是由距到期日距离和隐含波动率来决定的(还有其它因素,但是这2个占了绝大部分的价值)。可以看到,财报发布之前由于隐含波动率会急剧升高,因此会导致期权价格对应的升高。对应到我的卖单实例,11月9日卖出的单价是0.57,而到发布财报后的11月12日卖出的单价直接降到0.31。注意我卖出的期权都是2个星期后到期的,排除了到期日距离的不同对期权价格产生的影响。最终落到我的实盘里面,就是下面这种情况:这是11月17日的盈亏情况。可以看到,我的2个sell call的操作目前都是盈利的,尤其是11月19日到期的期权,已经盈利了96%,还有2天期权就到期,获得全部的利润基本上没有任何问题。这里也要说明下,为什么我11月26日到期的期权要卖出25手。前文说了,由于隐含波动率的影响,第一个期权操作卖出18手就能得到1000+的权利金,而第二个期权操作的时候,由于波动率的快速回落,我如果还想获得1000+的权利金,只能卖出更多的期权数量(或者选择离估计更近的行权价,但是我不太愿意冒被行权的风险)。是的,我本人做期权操作,通常情况下希望权利金最少也要1000+,要不然觉得没啥意义,赚的钱太少,还不够浪费时间呢。上面的图里面还有2个点跟平常的认知不太一样:1.卖出期权,对应的数量是负数。因为买入是正数。2.NIO CALL后面的”组合“标识,意味着我做的是covered call,跟我持有的 nio 股票做了一个组合的操作","images":[{"img":"https://static.tigerbbs.com/3447c9076c168b1f536d5a0e46d0f8a8","width":"984","height":"939"},{"img":"https://static.tigerbbs.com/82b9ee6d334c5cdfa61c05590d0500af","width":"1440","height":"1062"},{"img":"https://static.tigerbbs.com/95a85dd93988d742ab7a5a741f5e9a3e","width":"1440","height":"439"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878194056","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601861472,"gmtCreate":1638509846597,"gmtModify":1638509846597,"author":{"id":"3578979945254575","authorId":"3578979945254575","name":"投资思考","avatar":"https://static.tigerbbs.com/b6fc8add792737b98a56091722330517","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578979945254575","authorIdStr":"3578979945254575"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601861472","repostId":"874196394","repostType":1,"repost":{"id":874196394,"gmtCreate":1637739595197,"gmtModify":1637773271353,"author":{"id":"3548388348794551","authorId":"3548388348794551","name":"问就是加仓up","avatar":"https://static.tigerbbs.com/4e98ddf789d46c5627f944fc581c0fe9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548388348794551","authorIdStr":"3548388348794551"},"themes":[],"title":"小米再次打开了下跌空间","htmlText":"小米在11.23日收盘后发了最新一季财报,1,营收780.6亿,同比增长8.2%,基本符合预期,智能手机,IOT和互联网占比分别61.3%,26.8%和9.4%。手机业务依然是主要板块。2,毛利率达到18.3%的高位,调整后净利润51亿,基本符合预期。3,海外收入再次高于国内,海外用户变现持续变好。4,互联网业务营收再次创新高,毛利率达到70%以上。5,第三季度智能手机 出货量4390w台,同比下滑5.8%这是一些比较关键的数据,更多的数据大家可以看一下财报或者其他的分析,这篇我们继续分析一下小米的发展逻辑。今天开盘之前看到一条内容,小摩称:iphone10月在中国的销量大幅增加出货量为1080万部,为2014年11月以来的最高单月水平。这个财报整体来说中规中矩,但是随着小米手机再次跌到全球第三,荣耀市场份额急速拉升,苹果开始加量不加价,小米的日子真的不好过,连苹果都开始考虑提高一些性价比的时候,性价比这个差异化竞争标签会越来越不好用。其实我们可以复盘一下小米从9港币涨到30港币的 历程。下图是小米集团的月线图,这一大波行情的启动,大约是在去年5月份2020年5月15日从禁止华为使用美国芯片设计软件2020年8月17日禁止含有美国技术的代工企业生产芯片给华为2020年9月15日禁止拥有美国技术成分的芯片出口给华为自此美国对华为的芯片管制令正式生效,台积电、高通、三星、中芯国际等多家公司将不再供应芯片给华为。时间是不是很巧合,制裁华为也是从2020年5月份开始的,随着华为的逐步收缩,小米和ov等厂商确实吃到了这一波红利,开始表现出量价齐升,所以去年5月份到年底的行情,其实就是小米替代华为的逻辑炒作,而且从业绩上看确实有受益。但是随着港股见顶回撤,小米也没能幸免,但是在上半年小米的股价依然保持相对强势,直到后期荣耀开始发布新品,小米的股价再次开始撑不住了。今天的财报,让小米股价","listText":"小米在11.23日收盘后发了最新一季财报,1,营收780.6亿,同比增长8.2%,基本符合预期,智能手机,IOT和互联网占比分别61.3%,26.8%和9.4%。手机业务依然是主要板块。2,毛利率达到18.3%的高位,调整后净利润51亿,基本符合预期。3,海外收入再次高于国内,海外用户变现持续变好。4,互联网业务营收再次创新高,毛利率达到70%以上。5,第三季度智能手机 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>[财迷] [财迷] [财迷] [财迷] ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>[财迷] [财迷] [财迷] [财迷] ","text":"$小米集团-W(01810)$[财迷] [财迷] [财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/7eb8acb751bdc1227ccb9bdfe239dba4","width":"1080","height":"3066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864197004","isVote":1,"tweetType":1,"viewCount":1245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":122881717,"gmtCreate":1624610656639,"gmtModify":1624610656639,"author":{"id":"3578979945254575","authorId":"3578979945254575","name":"投资思考","avatar":"https://static.tigerbbs.com/b6fc8add792737b98a56091722330517","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578979945254575","authorIdStr":"3578979945254575"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122881717","repostId":"122141022","repostType":1,"repost":{"id":122141022,"gmtCreate":1624607311866,"gmtModify":1624607311866,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"46d9935c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558937605407666","authorIdStr":"3558937605407666"},"themes":[],"title":"美国REITs股息回报好好高","htmlText":"来看一看新加坡的美股[贱笑] 有好多美国REIT赴新加坡上市因为新加坡税负少于美国[得意] 新加坡没有资本利得税,也对股息没有任何预扣。欢迎各位看一看新加坡交易所(S68)的官方材料关于美国REITs在新加坡:<a target=\"_blank\" href=\"https://laohu8.com/S/BTOU.SI\">$宏利美国房地产投资信托(BTOU.SI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/CMOU.SI\">$吉宝-KBS美国房地产信托(CMOU.SI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/OXMU.SI\">$Prime US ReitUSD(OXMU.SI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ODBU.SI\">$UtdHampshReitUSD(ODBU.SI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/XZL.SI\">$亚腾美国酒店信托(XZL.SI)$</a> 这是Prime Reit持有的美国数字喽新交所上市的房地产投资信托(S-REIT)中,有8只交投活跃且拥有美国商业地产。在这8只S-Reit中,有5只的全部敞口位于美国,其中3只为美国写字楼S-Reit。美国疾病控制和预防中心(CDC)5月13日宣布,接种疫苗并达至完全免疫者在户外以及大多数室内场所不需要佩戴口罩;并表示生活可以开始恢复正常,虽然世界卫生组织对此曾发出警示。尽管如此,随着美国持续推动各行各业的常态化和复产复工,美国写字楼S-Reit仍对企业的重返办公室的计划持乐观态","listText":"来看一看新加坡的美股[贱笑] 有好多美国REIT赴新加坡上市因为新加坡税负少于美国[得意] 新加坡没有资本利得税,也对股息没有任何预扣。欢迎各位看一看新加坡交易所(S68)的官方材料关于美国REITs在新加坡:<a target=\"_blank\" href=\"https://laohu8.com/S/BTOU.SI\">$宏利美国房地产投资信托(BTOU.SI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/CMOU.SI\">$吉宝-KBS美国房地产信托(CMOU.SI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/OXMU.SI\">$Prime US ReitUSD(OXMU.SI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ODBU.SI\">$UtdHampshReitUSD(ODBU.SI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/XZL.SI\">$亚腾美国酒店信托(XZL.SI)$</a> 这是Prime Reit持有的美国数字喽新交所上市的房地产投资信托(S-REIT)中,有8只交投活跃且拥有美国商业地产。在这8只S-Reit中,有5只的全部敞口位于美国,其中3只为美国写字楼S-Reit。美国疾病控制和预防中心(CDC)5月13日宣布,接种疫苗并达至完全免疫者在户外以及大多数室内场所不需要佩戴口罩;并表示生活可以开始恢复正常,虽然世界卫生组织对此曾发出警示。尽管如此,随着美国持续推动各行各业的常态化和复产复工,美国写字楼S-Reit仍对企业的重返办公室的计划持乐观态","text":"来看一看新加坡的美股[贱笑] 有好多美国REIT赴新加坡上市因为新加坡税负少于美国[得意] 新加坡没有资本利得税,也对股息没有任何预扣。欢迎各位看一看新加坡交易所(S68)的官方材料关于美国REITs在新加坡:$宏利美国房地产投资信托(BTOU.SI)$ $吉宝-KBS美国房地产信托(CMOU.SI)$ $Prime US ReitUSD(OXMU.SI)$ $UtdHampshReitUSD(ODBU.SI)$ $亚腾美国酒店信托(XZL.SI)$ 这是Prime Reit持有的美国数字喽新交所上市的房地产投资信托(S-REIT)中,有8只交投活跃且拥有美国商业地产。在这8只S-Reit中,有5只的全部敞口位于美国,其中3只为美国写字楼S-Reit。美国疾病控制和预防中心(CDC)5月13日宣布,接种疫苗并达至完全免疫者在户外以及大多数室内场所不需要佩戴口罩;并表示生活可以开始恢复正常,虽然世界卫生组织对此曾发出警示。尽管如此,随着美国持续推动各行各业的常态化和复产复工,美国写字楼S-Reit仍对企业的重返办公室的计划持乐观态","images":[{"img":"https://static.tigerbbs.com/2444139573a56364faaf4ba3ba4f4c06","width":"688","height":"341"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122141022","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122997237,"gmtCreate":1624591684829,"gmtModify":1624591684829,"author":{"id":"3578979945254575","authorId":"3578979945254575","name":"投资思考","avatar":"https://static.tigerbbs.com/b6fc8add792737b98a56091722330517","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578979945254575","authorIdStr":"3578979945254575"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/122997237","repostId":"121651998","repostType":1,"repost":{"id":121651998,"gmtCreate":1624462982014,"gmtModify":1624503884396,"author":{"id":"3578179419922582","authorId":"3578179419922582","name":"史古基","avatar":"https://static.tigerbbs.com/6f141f8db66f478aaf4ae432aa0fda65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578179419922582","authorIdStr":"3578179419922582"},"themes":[],"title":"美股打新:每日优鲜 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职业教","images":[{"img":"https://static.tigerbbs.com/2146d417c8082a02764cb464daf7b26a","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623766512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621128684,"gmtCreate":1672122968048,"gmtModify":1672123561805,"author":{"id":"3578979945254575","authorId":"3578979945254575","name":"投资思考","avatar":"https://static.tigerbbs.com/b6fc8add792737b98a56091722330517","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578979945254575","idStr":"3578979945254575"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"今天是感恩节,祝大家感恩节快乐[爱你][爱你]感谢各位虎友一直以来的支持和陪伴[安慰],愿在之后的日子里我们也一起相互支持,共同发财[哇塞]!本次感恩节,我们为大家准备了惊喜互动,参与活动能获得股票代金券和老虎周边等奖励哦[你懂的][美金]@小虎活动 :【感恩节特别活动】红包大放送再次感恩各位虎友的支持,来一起玩游戏一起获奖吧[比心][比心] $老虎证券(TIGR)$ $纳斯达克(.IXIC)$ $恒生指数(HSI)$ $特斯拉(TSLA)$ $英伟达(NVDA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244424785092680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243551914999968,"gmtCreate":1700480628176,"gmtModify":1700480629037,"author":{"id":"3578979945254575","authorId":"3578979945254575","name":"投资思考","avatar":"https://static.tigerbbs.com/b6fc8add792737b98a56091722330517","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578979945254575","idStr":"3578979945254575"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v 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ARKK基金走势从近期木头姐ARKK<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 基金的走势来看,连续四周ARKK基金走出破位下跌的态势,十一月以来的区间回调超过15%,表明阶段性科技股仍是投资者抛售的对象,ARKK的大幅度走弱让做空ARKK基金的<a target=\"_blank\" href=\"https://laohu8.com/S/SARK\">$Tuttle Capital Short Innovation ETF(SARK)$</a> 大放异彩。图 SARK基金走势自11月9日上市以来,SARK基金已经累计上涨了超过15%,该基金通过掉期合约追踪Wood的旗舰产品Innovation ETF(ARKK)的反向表现,近期因为ARKK重仓股包括ZOOM、TDOC、TWLO等持续破位大跌,SARK基金表现抢眼。近期成长股的大跌,主要是因为鲍威尔突然的“鹰派”转向叠加奥密克戎的突袭。在11月FOMC会议上还继续传递鸽派信号的鲍威尔本周在听证会上“","listText":"导读:近期,投资美股的朋友们,或多或少都遭遇了市场的暴击,在鲍威尔获得美联储主席连任提名以后,市场突然画风突变,科技成长突然被市场疯狂甩卖,转而去抱团追求科技龙头的确定性,二线科技股尤其是云计算各细分领域的龙头们,在最近十几个交易日中感受到了市场深深的寒意,猝不及防的暴跌,很多个股甚至创下了十年来的单日最大跌幅。在加息的预期之下,云计算估值倚重未来现金流的模式导致云计算公司对于利率的上行异常敏感,尤其是在加息升温的“预期区”,云计算公司的股价往往会出现大幅度的波动,最近就是鲍威尔连任以后货币加快紧缩的预期导致成长股股价剧烈波动,尤其是当下现金流较差但是增速较高给了高估值的云计算细分领域龙头。图 ARKK基金走势从近期木头姐ARKK<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 基金的走势来看,连续四周ARKK基金走出破位下跌的态势,十一月以来的区间回调超过15%,表明阶段性科技股仍是投资者抛售的对象,ARKK的大幅度走弱让做空ARKK基金的<a target=\"_blank\" href=\"https://laohu8.com/S/SARK\">$Tuttle Capital Short Innovation ETF(SARK)$</a> 大放异彩。图 SARK基金走势自11月9日上市以来,SARK基金已经累计上涨了超过15%,该基金通过掉期合约追踪Wood的旗舰产品Innovation ETF(ARKK)的反向表现,近期因为ARKK重仓股包括ZOOM、TDOC、TWLO等持续破位大跌,SARK基金表现抢眼。近期成长股的大跌,主要是因为鲍威尔突然的“鹰派”转向叠加奥密克戎的突袭。在11月FOMC会议上还继续传递鸽派信号的鲍威尔本周在听证会上“","text":"导读:近期,投资美股的朋友们,或多或少都遭遇了市场的暴击,在鲍威尔获得美联储主席连任提名以后,市场突然画风突变,科技成长突然被市场疯狂甩卖,转而去抱团追求科技龙头的确定性,二线科技股尤其是云计算各细分领域的龙头们,在最近十几个交易日中感受到了市场深深的寒意,猝不及防的暴跌,很多个股甚至创下了十年来的单日最大跌幅。在加息的预期之下,云计算估值倚重未来现金流的模式导致云计算公司对于利率的上行异常敏感,尤其是在加息升温的“预期区”,云计算公司的股价往往会出现大幅度的波动,最近就是鲍威尔连任以后货币加快紧缩的预期导致成长股股价剧烈波动,尤其是当下现金流较差但是增速较高给了高估值的云计算细分领域龙头。图 ARKK基金走势从近期木头姐ARKK$ARK Innovation ETF(ARKK)$ 基金的走势来看,连续四周ARKK基金走出破位下跌的态势,十一月以来的区间回调超过15%,表明阶段性科技股仍是投资者抛售的对象,ARKK的大幅度走弱让做空ARKK基金的$Tuttle Capital Short Innovation ETF(SARK)$ 大放异彩。图 SARK基金走势自11月9日上市以来,SARK基金已经累计上涨了超过15%,该基金通过掉期合约追踪Wood的旗舰产品Innovation ETF(ARKK)的反向表现,近期因为ARKK重仓股包括ZOOM、TDOC、TWLO等持续破位大跌,SARK基金表现抢眼。近期成长股的大跌,主要是因为鲍威尔突然的“鹰派”转向叠加奥密克戎的突袭。在11月FOMC会议上还继续传递鸽派信号的鲍威尔本周在听证会上“","images":[{"img":"https://static.tigerbbs.com/4c208e11bffd69400d0aabc0586da329","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/e19ebcaa6919ed5eec9e3cc23b3b77ca","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/6e9350c5482d2a99595abfd4c3f1eaba","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602201682","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":29,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602671453,"gmtCreate":1639020461296,"gmtModify":1639020461296,"author":{"id":"3578979945254575","authorId":"3578979945254575","name":"投资思考","avatar":"https://static.tigerbbs.com/b6fc8add792737b98a56091722330517","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578979945254575","idStr":"3578979945254575"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602671453","repostId":"602655762","repostType":1,"repost":{"id":602655762,"gmtCreate":1639018153853,"gmtModify":1716217704393,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【12月9日】疫苗利好再度传来!苹果新高,中概上涨!今天买点啥","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月9日,恒生指数开盘上涨171.54点,涨幅0.71%,报24168.41点;国企指数开盘上涨63.25点,涨幅0.74%,报8586.15点;红筹指数开盘上涨7.83点,涨幅0.2%,报3878.09点。 恒生科技指数涨0.91%,大型科技股涨跌不一,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨超2%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌1.7%,<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小幅低开; 港股教育板块走高,<a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 涨近6%,新东方在线涨超4","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月9日,恒生指数开盘上涨171.54点,涨幅0.71%,报24168.41点;国企指数开盘上涨63.25点,涨幅0.74%,报8586.15点;红筹指数开盘上涨7.83点,涨幅0.2%,报3878.09点。 恒生科技指数涨0.91%,大型科技股涨跌不一,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨超2%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌1.7%,<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小幅低开; 港股教育板块走高,<a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 涨近6%,新东方在线涨超4","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月9日,恒生指数开盘上涨171.54点,涨幅0.71%,报24168.41点;国企指数开盘上涨63.25点,涨幅0.74%,报8586.15点;红筹指数开盘上涨7.83点,涨幅0.2%,报3878.09点。 恒生科技指数涨0.91%,大型科技股涨跌不一,$百度集团-SW(09888)$ 、$美团-W(03690)$ 涨超2%,$阿里巴巴-SW(09988)$ 、$腾讯控股(00700)$ 涨超1%,$网易-S(09999)$ 跌1.7%,$快手-W(01024)$ 、$小米集团-W(01810)$ 小幅低开; 港股教育板块走高,$新东方-S(09901)$ 涨近6%,新东方在线涨超4","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602655762","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602671644,"gmtCreate":1639020391461,"gmtModify":1639020391461,"author":{"id":"3578979945254575","authorId":"3578979945254575","name":"投资思考","avatar":"https://static.tigerbbs.com/b6fc8add792737b98a56091722330517","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578979945254575","idStr":"3578979945254575"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602671644","repostId":"602136198","repostType":1,"repost":{"id":602136198,"gmtCreate":1638979436290,"gmtModify":1639026815997,"author":{"id":"3576548477176963","authorId":"3576548477176963","name":"时代资本","avatar":"https://static.tigerbbs.com/37f679dc4ac926ada57e36db18383f48","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576548477176963","idStr":"3576548477176963"},"themes":[],"htmlText":"蔚来ET5<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> ET5 18号发布,发布当晚可以小定,小定有一定权益。开放试驾估计到明年6-7月份,交车应该在9-10月份 ET5是蔚来内部上上下下现在最重视的一款车,毕其功于一役,决心也必须打造的一个爆款,所有的资源都会堆上,明年第四季度,ET5的产能规划得非常足,超越很多人的想象,类似之前大家对DMi的误判。 ET5会和ET7拉开差距,大家对产品性能和配置期待太高,比如碳化硅电机啥的,就不要期待了,但ET5车小,整备质量也会轻一些,在风阻差不多的情况下,电池PACK一样,续航应该比ET7要长一点点。 ET5的色彩会非常青春年轻,黄色,亮橙色都第一次出现在蔚来的色系里,年度色应该就是这个黄色了。对比下来看,ET5和ET7的关系有一点,小米青春版和小米的关系。ET5在全新的工厂生产,而ET7还是在江淮工厂生产,所以ET5的产能爬坡和最后的释放会比较有把握。售价也基本就是32-40万左右,BAAS后肯定到25这个区间,和特斯拉Model 3,极氪001这些热门车形成竞争关系。","listText":"蔚来ET5<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> ET5 18号发布,发布当晚可以小定,小定有一定权益。开放试驾估计到明年6-7月份,交车应该在9-10月份 ET5是蔚来内部上上下下现在最重视的一款车,毕其功于一役,决心也必须打造的一个爆款,所有的资源都会堆上,明年第四季度,ET5的产能规划得非常足,超越很多人的想象,类似之前大家对DMi的误判。 ET5会和ET7拉开差距,大家对产品性能和配置期待太高,比如碳化硅电机啥的,就不要期待了,但ET5车小,整备质量也会轻一些,在风阻差不多的情况下,电池PACK一样,续航应该比ET7要长一点点。 ET5的色彩会非常青春年轻,黄色,亮橙色都第一次出现在蔚来的色系里,年度色应该就是这个黄色了。对比下来看,ET5和ET7的关系有一点,小米青春版和小米的关系。ET5在全新的工厂生产,而ET7还是在江淮工厂生产,所以ET5的产能爬坡和最后的释放会比较有把握。售价也基本就是32-40万左右,BAAS后肯定到25这个区间,和特斯拉Model 3,极氪001这些热门车形成竞争关系。","text":"蔚来ET5$NIO Inc.(NIO)$ ET5 18号发布,发布当晚可以小定,小定有一定权益。开放试驾估计到明年6-7月份,交车应该在9-10月份 ET5是蔚来内部上上下下现在最重视的一款车,毕其功于一役,决心也必须打造的一个爆款,所有的资源都会堆上,明年第四季度,ET5的产能规划得非常足,超越很多人的想象,类似之前大家对DMi的误判。 ET5会和ET7拉开差距,大家对产品性能和配置期待太高,比如碳化硅电机啥的,就不要期待了,但ET5车小,整备质量也会轻一些,在风阻差不多的情况下,电池PACK一样,续航应该比ET7要长一点点。 ET5的色彩会非常青春年轻,黄色,亮橙色都第一次出现在蔚来的色系里,年度色应该就是这个黄色了。对比下来看,ET5和ET7的关系有一点,小米青春版和小米的关系。ET5在全新的工厂生产,而ET7还是在江淮工厂生产,所以ET5的产能爬坡和最后的释放会比较有把握。售价也基本就是32-40万左右,BAAS后肯定到25这个区间,和特斯拉Model 3,极氪001这些热门车形成竞争关系。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602136198","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}