+关注
向南吧
暂无个人介绍
IP属地:北京
71
关注
3
粉丝
0
主题
0
勋章
主贴
热门
向南吧
04-02
$创新奇智(02121)$
这家伙是怎么了???李开复不管了?
向南吧
2023-04-19
$小米集团-W(01810)$
虽然持有小米,但不得不说,小米啊,你这开发布会开的,每次开发布会股价都跌,就是这么奇葩[流泪] 难受啊
向南吧
11-12
$小鹏汽车-W(09868)$
60,今天平仓了,收益率不错,小鹏是个不错的公司,车也不错,后面再看机会再进场,Q3 其实可以看看财报的,但利好都看到了,Q4 销量正常出货,难有大动静。所以出掉等待机会。
向南吧
2023-10-31
别看他说了什么,要看他做了什么
99岁的播客首秀,芒格:未来20年中国比任何经济体前景都好
向南吧
2022-04-01
$商汤-W(00020)$
商汤的价格也就稳定在6快上下了,可能是一个触底值
向南吧
2022-03-25
$创新奇智(02121)$
走了,够了
向南吧
2022-01-13
$金力永磁(06680)$
跌吧 跌了再来一手
向南吧
2022-01-04
$商汤-W(00020)$
走了
向南吧
2023-11-24
对标小鹏没问题吧,蔚来走的太高端,理想是家庭车,小鹏是年轻酷科技车,和小米很像。再加上小米生态,股价对标小鹏可以的
抱歉,原内容已删除
向南吧
2023-08-15
$小米集团-W(01810)$
每逢发布会就会跌,今年还是一样吗?哈哈哈!
向南吧
12-11
$创新奇智(02121)$
为啥涨?看不懂
向南吧
10-28
极具创新!
抱歉,原内容已删除
向南吧
10-02
$拼多多(PDD)$
阴差阳错
向南吧
09-16
$小鹏汽车-W(09868)$
做增程,以后只有两家,一个小鹏,一个华为,理想要掉队了
向南吧
09-10
$小鹏汽车-W(09868)$
向南吧
05-22
这么猛!?
抱歉,原内容已删除
向南吧
05-07
$创新奇智(02121)$
李开复开抖音讲ai了,对这个股票有影响吗?
向南吧
04-06
小鹏+15pm+刚退掉山姆会员。哈哈哈哈,脱离中产!
向南吧
2023-11-23
$腾讯控股(00700)$
好久没涨上去了!
向南吧
2023-11-17
$腾讯控股(00700)$
财报很好啊,而且也要代销meta AR游戏设备了!
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3581207360232789","uuid":"3581207360232789","gmtCreate":1618113376216,"gmtModify":1641275046255,"name":"向南吧","pinyin":"xnbxiangnanba","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":71,"tweetSize":26,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.08","exceedPercentage":"80.00%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.32%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":43,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":380394427588944,"gmtCreate":1733903882834,"gmtModify":1733903884386,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a> 为啥涨?看不懂","listText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a> 为啥涨?看不懂","text":"$创新奇智(02121)$ 为啥涨?看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380394427588944","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370015143768544,"gmtCreate":1731376422333,"gmtModify":1731376580736,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a><v-v data-views=\"0\"></v-v> 60,今天平仓了,收益率不错,小鹏是个不错的公司,车也不错,后面再看机会再进场,Q3 其实可以看看财报的,但利好都看到了,Q4 销量正常出货,难有大动静。所以出掉等待机会。","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a><v-v data-views=\"0\"></v-v> 60,今天平仓了,收益率不错,小鹏是个不错的公司,车也不错,后面再看机会再进场,Q3 其实可以看看财报的,但利好都看到了,Q4 销量正常出货,难有大动静。所以出掉等待机会。","text":"$小鹏汽车-W(09868)$ 60,今天平仓了,收益率不错,小鹏是个不错的公司,车也不错,后面再看机会再进场,Q3 其实可以看看财报的,但利好都看到了,Q4 销量正常出货,难有大动静。所以出掉等待机会。","images":[{"img":"https://static.tigerbbs.com/2f34e39a0fc993b88283b28bb29bed81","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370015143768544","isVote":1,"tweetType":1,"viewCount":3852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":364888339079312,"gmtCreate":1730094085989,"gmtModify":1730094087702,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"极具创新!","listText":"极具创新!","text":"极具创新!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364888339079312","repostId":"2478011178","repostType":2,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355624765911288,"gmtCreate":1727831920335,"gmtModify":1727831986656,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 阴差阳错","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 阴差阳错","text":"$拼多多(PDD)$ 阴差阳错","images":[{"img":"https://static.tigerbbs.com/0ae992be57248efc9cfdd9348fa7d365","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355624765911288","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":349903253397632,"gmtCreate":1726453572000,"gmtModify":1726453573442,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> 做增程,以后只有两家,一个小鹏,一个华为,理想要掉队了","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> 做增程,以后只有两家,一个小鹏,一个华为,理想要掉队了","text":"$小鹏汽车-W(09868)$ 做增程,以后只有两家,一个小鹏,一个华为,理想要掉队了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349903253397632","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347916674601008,"gmtCreate":1725962342734,"gmtModify":1725962521936,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> ","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> ","text":"$小鹏汽车-W(09868)$","images":[{"img":"https://static.tigerbbs.com/dc85e78949220f2ab6109e318f965f17","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347916674601008","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":308622746501416,"gmtCreate":1716375151220,"gmtModify":1716375152973,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"这么猛!?","listText":"这么猛!?","text":"这么猛!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308622746501416","repostId":"1117064469","repostType":2,"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303209688699152,"gmtCreate":1715061086177,"gmtModify":1715061087612,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a> 李开复开抖音讲ai了,对这个股票有影响吗?","listText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a> 李开复开抖音讲ai了,对这个股票有影响吗?","text":"$创新奇智(02121)$ 李开复开抖音讲ai了,对这个股票有影响吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303209688699152","isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292228973138128,"gmtCreate":1712370852604,"gmtModify":1712370854483,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"小鹏+15pm+刚退掉山姆会员。哈哈哈哈,脱离中产!","listText":"小鹏+15pm+刚退掉山姆会员。哈哈哈哈,脱离中产!","text":"小鹏+15pm+刚退掉山姆会员。哈哈哈哈,脱离中产!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292228973138128","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290871727407392,"gmtCreate":1712039492714,"gmtModify":1712039494111,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a> 这家伙是怎么了???李开复不管了?","listText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a> 这家伙是怎么了???李开复不管了?","text":"$创新奇智(02121)$ 这家伙是怎么了???李开复不管了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/290871727407392","isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244892774191408,"gmtCreate":1700802924631,"gmtModify":1700802926600,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"对标小鹏没问题吧,蔚来走的太高端,理想是家庭车,小鹏是年轻酷科技车,和小米很像。再加上小米生态,股价对标小鹏可以的","listText":"对标小鹏没问题吧,蔚来走的太高端,理想是家庭车,小鹏是年轻酷科技车,和小米很像。再加上小米生态,股价对标小鹏可以的","text":"对标小鹏没问题吧,蔚来走的太高端,理想是家庭车,小鹏是年轻酷科技车,和小米很像。再加上小米生态,股价对标小鹏可以的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244892774191408","repostId":"1190048607","repostType":2,"isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244558100992184,"gmtCreate":1700721113465,"gmtModify":1700721114364,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"1\"></v-v>好久没涨上去了!","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"1\"></v-v>好久没涨上去了!","text":"$腾讯控股(00700)$ 好久没涨上去了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244558100992184","isVote":1,"tweetType":1,"viewCount":2571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242404716568784,"gmtCreate":1700202175964,"gmtModify":1700202177047,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"1\"></v-v>财报很好啊,而且也要代销meta AR游戏设备了!","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"1\"></v-v>财报很好啊,而且也要代销meta AR游戏设备了!","text":"$腾讯控股(00700)$ 财报很好啊,而且也要代销meta AR游戏设备了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242404716568784","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236427916128392,"gmtCreate":1698745923796,"gmtModify":1698745925530,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"别看他说了什么,要看他做了什么","listText":"别看他说了什么,要看他做了什么","text":"别看他说了什么,要看他做了什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236427916128392","repostId":"1155804120","repostType":2,"repost":{"id":"1155804120","kind":"news","pubTimestamp":1698743381,"share":"https://www.laohu8.com/m/news/1155804120?lang=&edition=full","pubTime":"2023-10-31 17:09","market":"hk","language":"zh","title":"99岁的播客首秀,芒格:未来20年中国比任何经济体前景都好","url":"https://stock-news.laohu8.com/highlight/detail?id=1155804120","media":"零售威观察","summary":"查理·芒格如何看待中国、日本,如何感悟人生、投资。","content":"<html><head></head><body><p>99岁高龄,查理·芒格如何看待中国、日本,如何感悟人生、投资</p><p>文/王子威</p><p>2023年10月29日,<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦副主席、99岁高龄的查理·芒格(Charlie Munger)首次登上播客(Podcast)的舞台,接受播客Acquired专访,谈论了他过去99年来的观点、经验和教训,也谈论了他对中国、日本的观点。</p><p>整个播客时长1小时06分钟,《零售威观察》就其中的核心内容进行总结,并补充部分背景信息,方便读者近距离接触芒格的智慧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0386e9d6828d79c03ed569bf9f503c08\" title=\"\" tg-width=\"1000\" tg-height=\"500\"/></p><p><strong>1、散户其实是在股市里赌博!</strong></p><p>“他们对公司或任何事情都一无所知,散户只是对价格进行追涨杀跌而已。如果由我来掌管这个世界,我会对短线交易者征收重税,把这些投机者赶出市场。”</p><p><strong>2、为什么算法驱动的交易机构(比如文艺复兴,即Renaissance Technology)正在承担过多风险?</strong></p><p>“最简单的交易是提前了解你知道的,他们年复一年地为获得回报而提高杠杆,将杠杆变得越来越高。</p><p>最终,他们的交易量越来越大,但是利润却越来越微薄,这给了他们巨大的风险,我自己是绝不会这么做的。拥有巨大的杠杆,是他们获得这些巨大回报的唯一方式——如果你已经足够富有,这个杠杆会让你发疯。”</p><p><strong>3、当我和巴菲特意识到Diversified Retailing这家公司的竞争压力过大时,我们如何快速改变理念,并赚了一大笔钱?</strong></p><p>背景信息:1966年1月30日,巴菲特、芒格和戈特斯曼(Gottesman)成立了一家控股公司Diversified Retailing Company, Inc., 目标是“收购多元化业务,尤其是零售领域的业务”。</p><p>当时,巴菲特和芒格去了马里兰国民银行(Maryland National Bank),要求贷款进行收购。</p><p>贷款官瞪大眼睛惊呼道,“小小的霍奇西尔德-<a href=\"https://laohu8.com/S/CONN\">科恩</a>百货(Hochschild-Kohn’s)要600万美元?” 即使听到这个,巴菲特和芒格也没有质疑自己的判断,更没有尖叫着夺门而出。</p><p>对此,巴菲特是这样描述的,“我们认为,我们是以三流价格去购买二流百货店。”</p><p>“我们从Diversified Retailing中赚了很多钱,我们并没有从零售行业中赚钱。”</p><p>“整个故事非常简单,巴菲特和我买下了这家位于巴尔的摩的小型百货连锁店。这是个巨大的错误,因为竞争太激烈了!我们刚签完字后,就意识到我们犯了一个可怕的错误。所以我们决定扭转局面,承担看起来愚蠢的后果,而不是让它直接破产。在那些衰退的年代,我们就买买买,所有的钱都进入了这些股票,当然我们让它翻了两番。”</p><p><strong>4、早年的美好岁月给了我们一个良好的开端</strong></p><p>“是的,我们大约花了2,000万美元买下了一家小型储蓄和贷款公司。当我们离开那家公司时,我们从2,000万美元的‘小投资’中拿回了超过20亿美元的有价证券,这些证券成为内布拉斯加保险公司基础资本的一部分。这就是每个人都需要的、完美的开端。”</p><p><strong>5、我对Costco的青睐</strong></p><p>(1)他们的售价比美国任何地方都便宜;</p><p>(2)大型、高效的商店;</p><p>(3)巨大的停车位;</p><p>(4)以奖励积分的方式给予到店的人特殊福利;</p><p>(5)让供应商等待(付款)直至Costco拿到消费者支付的货款。</p><p>是什么让Costco如此成功?</p><p>“这需要非常好的执行力。你真的必须下定决心去做,然后每天、每周、每年都充满热情,这样做整整40年。这并不容易。你认为Costco的成功在于商业模式和文化的魔力吗? 是的,是文化加模式。绝对是这样,而且Costco可靠地、勤奋地把这一切做了40年。”</p><p>为什么Costco要花几十年时间才在中国开第一家店?</p><p>“他们试图在中国开第一家店时,有人索要3万美元的贿赂,Costco拒绝了,吉姆·西尼格尔(Jim Senegal,Costco前CEO)对此非常反感。此后30年里,他甚至不愿谈论这件事。”</p><p><strong>6、为投资者寻找优质投资提供建议</strong></p><p>“当你持有某支股票5年后,你可能会慢慢融入其中,或者对它地理解会更深刻。但是,当你意识到你有优势的时候,你就应该下重注。你知道你是对的,但是商学院可不会教这些。这可太不可思议了。你一定要在最好的投资上下重注!”</p><p><strong>7、为什么能和巴菲特成为伙伴?</strong></p><p>“我们都很相似,我们都想让家人安全,为投资者做好工作等等。我们有相似的态度。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4f1967a2ca7d3cad0a4427c0d46a205\" title=\"\" tg-width=\"1000\" tg-height=\"667\"/></p><p>芒格还为长期伙伴关系提出一些建议:</p><p>“如果你喜欢彼此并喜欢共事,这会很有帮助。但我不使用任何一种公式。许多长期合作良好的伙伴关系之所以能够持续,是因为一个人擅长一件事,另一个人擅长另一件事。他们自然分工,每个人都喜欢他正在做的事情。”</p><p><strong>8、我认为,伯克希尔可以用更多的杠杆</strong></p><p>“巴菲特仍然更关心伯克希尔股东的安全,而不是其他任何事情。如果我们自始至终使用更多一点的杠杆,我们现在的杠杆就会是原来的三倍,而且风险也不会那么大。”</p><p><strong>9、我对风险投资(Venture Capital)的看法</strong></p><p>“对于VC来说,投好是非常困难的,我认为在风险投资中一次又一次地投好几乎是不可能的。”</p><p>“一些项目可能变得非常火爆,你必须快速决策,所有人都是只是在赌博。”</p><p>“VC做好了,这是一个非常合法的业务。如果你想给正确的人权利并培养他们,你就要帮助他们。你知道这场游戏的诀窍,所以你可以帮助他们做好生意,但又不会过多干扰他们。他们会讨厌你。总的来说,在接触过大量来自VC的人之后,企业中的人其实往往会很讨厌这群VC。</p><p>他们不觉得VC是他们的合作伙伴,不觉得这群VC是在帮助他们,相反,他们认为VC只关心自己,所以他们不喜欢这群VC。”</p><p><strong>10、风险投资如何能做的更好?</strong></p><p>“在伯克希尔哈撒韦,他们知道我们不会试图以最高的价格抛售他们。你看, 哪怕某个混蛋投资银行家为我们一些糟糕的业务提供20倍的市盈率,我们也不会卖掉他们。”</p><p>“只不过,如果是我们一直无法解决的问题业务,我们会卖掉他们。但如果是一家还算不错的生意,我们就不会卖掉。这让我们享有‘坚持做对我们有帮助的事情’的声誉。”</p><p>“你不会想通过欺骗投资者来赚钱,而这正是许多风险投资所做的。”</p><p><strong>11、为何巴菲特在日本的投资是不二之选?</strong></p><p>“如果你像巴菲特一样聪明,也许一个世纪有两三次,你就会得到这样的想法。日本的利率十年来每年才0.5%。而这些公司确实是根深蒂固的老牌企业,他们拥有所有这些廉价的铜矿和橡胶基地,所以你可以提前十年借到所有的钱,去购买股票,并且支付5%的股息。 ”</p><p>“不用投资、不用思考,就有大量的现金流,你多长时间才能找到这样一个机会?如果你能在一个世纪里获得一两次这样的机会,你就足够幸运了。我们可以做到这一点——因为伯克希尔的信用,但是其他人都做不到。”</p><p><strong>12、我喜欢拥有强大品牌的公司——他们有强大的定价权</strong></p><p>“好吧,我们很难不喜欢品牌,因为我们很幸运地以2000万美元的价格收购了Sea's Candy。作为我们的第一笔收购,我们很快发现我们可以每年将价格提高10%,而且没有人在乎。”</p><p>“我们并没有提高销量之类的东西,就提高了利润。因此,在这 40 年的时间里,我们每年将价格提高10%。这是一家非常令人满意的公司。我们没有获得任何新资本。这就是它的好处,新资本很少。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b93dc30aa2e74008559978ccbb4eab18\" title=\"\" tg-width=\"1000\" tg-height=\"752\"/></p><p><strong>13、如果今天从零开始,重新打造伯克希尔哈撒韦,应该怎么做?</strong></p><p>三件事,智力、努力工作以及非常幸运。</p><p><strong>14、我对中国的看法</strong></p><p>“我对中国的观点是,中国经济在未来20年比几乎任何其他大型经济体都有更好的前景。这是其一。其二,中国的巨头公司比任何其他地方的巨头都更强大、更好,而且价格便宜得多。因此,我自然愿意在我的投资组合中承担一些来自中国企业的风险。”</p><p><strong>15、我为什么对<a href=\"https://laohu8.com/S/002594\">比亚迪</a>念念不忘?</strong></p><p>“这个家伙(指王传福)是个天才。他有工程学博士学位,当他看到别人的零件后,他可以制造出那个零件:早上看看,下午看看,他就可以做出来了。我从未见过这样的人。他可以做任何事情。他是一个天生的工程师,是一个能把一切都做出来的那种生产型管理者。”</p><p>“这是一个巨大的财富:在一个地方聚集这么多有才华的人是很有价值的。他们解决了电动汽车在电动机、加速、刹车等方面的所有问题。”</p><p>将王传福与马斯克进行比较:</p><p>“王传福是一个狂热分子,知道如何亲自动手制造东西,所以他更接近本源。换句话说,比亚迪的王传福比马斯克更擅长实际制造东西。”</p><p><strong>16、我对建立家庭的建议</strong></p><p>“你必须和每个人相处。你必须帮助他们渡过难关,他们也会帮助你。但我认为这没有看起来那么困难。我认为美国一半的婚姻运作得相当不错。”</p><p>“如果两人必须和别人结婚,情况也会一样。”</p><p>“你必须与配偶建立信任,特别是在教育孩子等方面。”</p></body></html>","source":"lsy1568197834938","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>99岁的播客首秀,芒格:未来20年中国比任何经济体前景都好</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\n99岁的播客首秀,芒格:未来20年中国比任何经济体前景都好\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-31 17:09 北京时间 <a href=https://mp.weixin.qq.com/s/s1DrbMxRW2_OUPtqBYG1sA><strong>零售威观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>99岁高龄,查理·芒格如何看待中国、日本,如何感悟人生、投资文/王子威2023年10月29日,伯克希尔哈撒韦副主席、99岁高龄的查理·芒格(Charlie Munger)首次登上播客(Podcast)的舞台,接受播客Acquired专访,谈论了他过去99年来的观点、经验和教训,也谈论了他对中国、日本的观点。整个播客时长1小时06分钟,《零售威观察》就其中的核心内容进行总结,并补充部分背景信息,方便...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/s1DrbMxRW2_OUPtqBYG1sA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{"KWEB":"中国海外互联网ETF-KraneShares"},"source_url":"https://mp.weixin.qq.com/s/s1DrbMxRW2_OUPtqBYG1sA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155804120","content_text":"99岁高龄,查理·芒格如何看待中国、日本,如何感悟人生、投资文/王子威2023年10月29日,伯克希尔哈撒韦副主席、99岁高龄的查理·芒格(Charlie Munger)首次登上播客(Podcast)的舞台,接受播客Acquired专访,谈论了他过去99年来的观点、经验和教训,也谈论了他对中国、日本的观点。整个播客时长1小时06分钟,《零售威观察》就其中的核心内容进行总结,并补充部分背景信息,方便读者近距离接触芒格的智慧。1、散户其实是在股市里赌博!“他们对公司或任何事情都一无所知,散户只是对价格进行追涨杀跌而已。如果由我来掌管这个世界,我会对短线交易者征收重税,把这些投机者赶出市场。”2、为什么算法驱动的交易机构(比如文艺复兴,即Renaissance Technology)正在承担过多风险?“最简单的交易是提前了解你知道的,他们年复一年地为获得回报而提高杠杆,将杠杆变得越来越高。最终,他们的交易量越来越大,但是利润却越来越微薄,这给了他们巨大的风险,我自己是绝不会这么做的。拥有巨大的杠杆,是他们获得这些巨大回报的唯一方式——如果你已经足够富有,这个杠杆会让你发疯。”3、当我和巴菲特意识到Diversified Retailing这家公司的竞争压力过大时,我们如何快速改变理念,并赚了一大笔钱?背景信息:1966年1月30日,巴菲特、芒格和戈特斯曼(Gottesman)成立了一家控股公司Diversified Retailing Company, Inc., 目标是“收购多元化业务,尤其是零售领域的业务”。当时,巴菲特和芒格去了马里兰国民银行(Maryland National Bank),要求贷款进行收购。贷款官瞪大眼睛惊呼道,“小小的霍奇西尔德-科恩百货(Hochschild-Kohn’s)要600万美元?” 即使听到这个,巴菲特和芒格也没有质疑自己的判断,更没有尖叫着夺门而出。对此,巴菲特是这样描述的,“我们认为,我们是以三流价格去购买二流百货店。”“我们从Diversified Retailing中赚了很多钱,我们并没有从零售行业中赚钱。”“整个故事非常简单,巴菲特和我买下了这家位于巴尔的摩的小型百货连锁店。这是个巨大的错误,因为竞争太激烈了!我们刚签完字后,就意识到我们犯了一个可怕的错误。所以我们决定扭转局面,承担看起来愚蠢的后果,而不是让它直接破产。在那些衰退的年代,我们就买买买,所有的钱都进入了这些股票,当然我们让它翻了两番。”4、早年的美好岁月给了我们一个良好的开端“是的,我们大约花了2,000万美元买下了一家小型储蓄和贷款公司。当我们离开那家公司时,我们从2,000万美元的‘小投资’中拿回了超过20亿美元的有价证券,这些证券成为内布拉斯加保险公司基础资本的一部分。这就是每个人都需要的、完美的开端。”5、我对Costco的青睐(1)他们的售价比美国任何地方都便宜;(2)大型、高效的商店;(3)巨大的停车位;(4)以奖励积分的方式给予到店的人特殊福利;(5)让供应商等待(付款)直至Costco拿到消费者支付的货款。是什么让Costco如此成功?“这需要非常好的执行力。你真的必须下定决心去做,然后每天、每周、每年都充满热情,这样做整整40年。这并不容易。你认为Costco的成功在于商业模式和文化的魔力吗? 是的,是文化加模式。绝对是这样,而且Costco可靠地、勤奋地把这一切做了40年。”为什么Costco要花几十年时间才在中国开第一家店?“他们试图在中国开第一家店时,有人索要3万美元的贿赂,Costco拒绝了,吉姆·西尼格尔(Jim Senegal,Costco前CEO)对此非常反感。此后30年里,他甚至不愿谈论这件事。”6、为投资者寻找优质投资提供建议“当你持有某支股票5年后,你可能会慢慢融入其中,或者对它地理解会更深刻。但是,当你意识到你有优势的时候,你就应该下重注。你知道你是对的,但是商学院可不会教这些。这可太不可思议了。你一定要在最好的投资上下重注!”7、为什么能和巴菲特成为伙伴?“我们都很相似,我们都想让家人安全,为投资者做好工作等等。我们有相似的态度。”芒格还为长期伙伴关系提出一些建议:“如果你喜欢彼此并喜欢共事,这会很有帮助。但我不使用任何一种公式。许多长期合作良好的伙伴关系之所以能够持续,是因为一个人擅长一件事,另一个人擅长另一件事。他们自然分工,每个人都喜欢他正在做的事情。”8、我认为,伯克希尔可以用更多的杠杆“巴菲特仍然更关心伯克希尔股东的安全,而不是其他任何事情。如果我们自始至终使用更多一点的杠杆,我们现在的杠杆就会是原来的三倍,而且风险也不会那么大。”9、我对风险投资(Venture Capital)的看法“对于VC来说,投好是非常困难的,我认为在风险投资中一次又一次地投好几乎是不可能的。”“一些项目可能变得非常火爆,你必须快速决策,所有人都是只是在赌博。”“VC做好了,这是一个非常合法的业务。如果你想给正确的人权利并培养他们,你就要帮助他们。你知道这场游戏的诀窍,所以你可以帮助他们做好生意,但又不会过多干扰他们。他们会讨厌你。总的来说,在接触过大量来自VC的人之后,企业中的人其实往往会很讨厌这群VC。他们不觉得VC是他们的合作伙伴,不觉得这群VC是在帮助他们,相反,他们认为VC只关心自己,所以他们不喜欢这群VC。”10、风险投资如何能做的更好?“在伯克希尔哈撒韦,他们知道我们不会试图以最高的价格抛售他们。你看, 哪怕某个混蛋投资银行家为我们一些糟糕的业务提供20倍的市盈率,我们也不会卖掉他们。”“只不过,如果是我们一直无法解决的问题业务,我们会卖掉他们。但如果是一家还算不错的生意,我们就不会卖掉。这让我们享有‘坚持做对我们有帮助的事情’的声誉。”“你不会想通过欺骗投资者来赚钱,而这正是许多风险投资所做的。”11、为何巴菲特在日本的投资是不二之选?“如果你像巴菲特一样聪明,也许一个世纪有两三次,你就会得到这样的想法。日本的利率十年来每年才0.5%。而这些公司确实是根深蒂固的老牌企业,他们拥有所有这些廉价的铜矿和橡胶基地,所以你可以提前十年借到所有的钱,去购买股票,并且支付5%的股息。 ”“不用投资、不用思考,就有大量的现金流,你多长时间才能找到这样一个机会?如果你能在一个世纪里获得一两次这样的机会,你就足够幸运了。我们可以做到这一点——因为伯克希尔的信用,但是其他人都做不到。”12、我喜欢拥有强大品牌的公司——他们有强大的定价权“好吧,我们很难不喜欢品牌,因为我们很幸运地以2000万美元的价格收购了Sea's Candy。作为我们的第一笔收购,我们很快发现我们可以每年将价格提高10%,而且没有人在乎。”“我们并没有提高销量之类的东西,就提高了利润。因此,在这 40 年的时间里,我们每年将价格提高10%。这是一家非常令人满意的公司。我们没有获得任何新资本。这就是它的好处,新资本很少。”13、如果今天从零开始,重新打造伯克希尔哈撒韦,应该怎么做?三件事,智力、努力工作以及非常幸运。14、我对中国的看法“我对中国的观点是,中国经济在未来20年比几乎任何其他大型经济体都有更好的前景。这是其一。其二,中国的巨头公司比任何其他地方的巨头都更强大、更好,而且价格便宜得多。因此,我自然愿意在我的投资组合中承担一些来自中国企业的风险。”15、我为什么对比亚迪念念不忘?“这个家伙(指王传福)是个天才。他有工程学博士学位,当他看到别人的零件后,他可以制造出那个零件:早上看看,下午看看,他就可以做出来了。我从未见过这样的人。他可以做任何事情。他是一个天生的工程师,是一个能把一切都做出来的那种生产型管理者。”“这是一个巨大的财富:在一个地方聚集这么多有才华的人是很有价值的。他们解决了电动汽车在电动机、加速、刹车等方面的所有问题。”将王传福与马斯克进行比较:“王传福是一个狂热分子,知道如何亲自动手制造东西,所以他更接近本源。换句话说,比亚迪的王传福比马斯克更擅长实际制造东西。”16、我对建立家庭的建议“你必须和每个人相处。你必须帮助他们渡过难关,他们也会帮助你。但我认为这没有看起来那么困难。我认为美国一半的婚姻运作得相当不错。”“如果两人必须和别人结婚,情况也会一样。”“你必须与配偶建立信任,特别是在教育孩子等方面。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234879082053696,"gmtCreate":1698371298577,"gmtModify":1698371299737,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$ </a>这只股都没人愿意讨论?","listText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$ </a>这只股都没人愿意讨论?","text":"$创新奇智(02121)$ 这只股都没人愿意讨论?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234879082053696","isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222173440512088,"gmtCreate":1695273102075,"gmtModify":1695273102912,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$ </a>历史最低了?","listText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$ </a>历史最低了?","text":"$创新奇智(02121)$ 历史最低了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222173440512088","isVote":1,"tweetType":1,"viewCount":2440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209591551574144,"gmtCreate":1692175418724,"gmtModify":1692175419980,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"恭喜股东!","listText":"恭喜股东!","text":"恭喜股东!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209591551574144","repostId":"1118192435","repostType":2,"isVote":1,"tweetType":1,"viewCount":3167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209050382487776,"gmtCreate":1692061204816,"gmtModify":1692061205780,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>每逢发布会就会跌,今年还是一样吗?哈哈哈!","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>每逢发布会就会跌,今年还是一样吗?哈哈哈!","text":"$小米集团-W(01810)$ 每逢发布会就会跌,今年还是一样吗?哈哈哈!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209050382487776","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651200351,"gmtCreate":1681869114074,"gmtModify":1681869115321,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v>虽然持有小米,但不得不说,小米啊,你这开发布会开的,每次开发布会股价都跌,就是这么奇葩[流泪] 难受啊","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v>虽然持有小米,但不得不说,小米啊,你这开发布会开的,每次开发布会股价都跌,就是这么奇葩[流泪] 难受啊","text":"$小米集团-W(01810)$ 虽然持有小米,但不得不说,小米啊,你这开发布会开的,每次开发布会股价都跌,就是这么奇葩[流泪] 难受啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/651200351","isVote":1,"tweetType":1,"viewCount":3432,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494195643077345","authorId":"3494195643077345","name":"为了买米","avatar":"https://static.tigerbbs.com/b8df6a61eea59046d95d6fbc1df8434f","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3494195643077345","idStr":"3494195643077345"},"content":"哈哈,发布会后第一天股价下跌已成定律","text":"哈哈,发布会后第一天股价下跌已成定律","html":"哈哈,发布会后第一天股价下跌已成定律"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653242321,"gmtCreate":1681087657163,"gmtModify":1681087658726,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581207360232789","idStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$ </a><v-v data-views=\"1\"></v-v>虽然已经回正,原本想要卖掉的,但是,看政策似乎还要再涨一段时间,继续拿在手里?","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$ </a><v-v data-views=\"1\"></v-v>虽然已经回正,原本想要卖掉的,但是,看政策似乎还要再涨一段时间,继续拿在手里?","text":"$中芯国际(00981)$ 虽然已经回正,原本想要卖掉的,但是,看政策似乎还要再涨一段时间,继续拿在手里?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653242321","isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":290871727407392,"gmtCreate":1712039492714,"gmtModify":1712039494111,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a> 这家伙是怎么了???李开复不管了?","listText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a> 这家伙是怎么了???李开复不管了?","text":"$创新奇智(02121)$ 这家伙是怎么了???李开复不管了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/290871727407392","isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651200351,"gmtCreate":1681869114074,"gmtModify":1681869115321,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v>虽然持有小米,但不得不说,小米啊,你这开发布会开的,每次开发布会股价都跌,就是这么奇葩[流泪] 难受啊","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v>虽然持有小米,但不得不说,小米啊,你这开发布会开的,每次开发布会股价都跌,就是这么奇葩[流泪] 难受啊","text":"$小米集团-W(01810)$ 虽然持有小米,但不得不说,小米啊,你这开发布会开的,每次开发布会股价都跌,就是这么奇葩[流泪] 难受啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/651200351","isVote":1,"tweetType":1,"viewCount":3432,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494195643077345","authorId":"3494195643077345","name":"为了买米","avatar":"https://static.tigerbbs.com/b8df6a61eea59046d95d6fbc1df8434f","crmLevel":5,"crmLevelSwitch":0,"idStr":"3494195643077345","authorIdStr":"3494195643077345"},"content":"哈哈,发布会后第一天股价下跌已成定律","text":"哈哈,发布会后第一天股价下跌已成定律","html":"哈哈,发布会后第一天股价下跌已成定律"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370015143768544,"gmtCreate":1731376422333,"gmtModify":1731376580736,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a><v-v data-views=\"0\"></v-v> 60,今天平仓了,收益率不错,小鹏是个不错的公司,车也不错,后面再看机会再进场,Q3 其实可以看看财报的,但利好都看到了,Q4 销量正常出货,难有大动静。所以出掉等待机会。","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a><v-v data-views=\"0\"></v-v> 60,今天平仓了,收益率不错,小鹏是个不错的公司,车也不错,后面再看机会再进场,Q3 其实可以看看财报的,但利好都看到了,Q4 销量正常出货,难有大动静。所以出掉等待机会。","text":"$小鹏汽车-W(09868)$ 60,今天平仓了,收益率不错,小鹏是个不错的公司,车也不错,后面再看机会再进场,Q3 其实可以看看财报的,但利好都看到了,Q4 销量正常出货,难有大动静。所以出掉等待机会。","images":[{"img":"https://static.tigerbbs.com/2f34e39a0fc993b88283b28bb29bed81","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370015143768544","isVote":1,"tweetType":1,"viewCount":3852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":236427916128392,"gmtCreate":1698745923796,"gmtModify":1698745925530,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"别看他说了什么,要看他做了什么","listText":"别看他说了什么,要看他做了什么","text":"别看他说了什么,要看他做了什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236427916128392","repostId":"1155804120","repostType":2,"repost":{"id":"1155804120","kind":"news","pubTimestamp":1698743381,"share":"https://www.laohu8.com/m/news/1155804120?lang=&edition=full","pubTime":"2023-10-31 17:09","market":"hk","language":"zh","title":"99岁的播客首秀,芒格:未来20年中国比任何经济体前景都好","url":"https://stock-news.laohu8.com/highlight/detail?id=1155804120","media":"零售威观察","summary":"查理·芒格如何看待中国、日本,如何感悟人生、投资。","content":"<html><head></head><body><p>99岁高龄,查理·芒格如何看待中国、日本,如何感悟人生、投资</p><p>文/王子威</p><p>2023年10月29日,<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦副主席、99岁高龄的查理·芒格(Charlie Munger)首次登上播客(Podcast)的舞台,接受播客Acquired专访,谈论了他过去99年来的观点、经验和教训,也谈论了他对中国、日本的观点。</p><p>整个播客时长1小时06分钟,《零售威观察》就其中的核心内容进行总结,并补充部分背景信息,方便读者近距离接触芒格的智慧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0386e9d6828d79c03ed569bf9f503c08\" title=\"\" tg-width=\"1000\" tg-height=\"500\"/></p><p><strong>1、散户其实是在股市里赌博!</strong></p><p>“他们对公司或任何事情都一无所知,散户只是对价格进行追涨杀跌而已。如果由我来掌管这个世界,我会对短线交易者征收重税,把这些投机者赶出市场。”</p><p><strong>2、为什么算法驱动的交易机构(比如文艺复兴,即Renaissance Technology)正在承担过多风险?</strong></p><p>“最简单的交易是提前了解你知道的,他们年复一年地为获得回报而提高杠杆,将杠杆变得越来越高。</p><p>最终,他们的交易量越来越大,但是利润却越来越微薄,这给了他们巨大的风险,我自己是绝不会这么做的。拥有巨大的杠杆,是他们获得这些巨大回报的唯一方式——如果你已经足够富有,这个杠杆会让你发疯。”</p><p><strong>3、当我和巴菲特意识到Diversified Retailing这家公司的竞争压力过大时,我们如何快速改变理念,并赚了一大笔钱?</strong></p><p>背景信息:1966年1月30日,巴菲特、芒格和戈特斯曼(Gottesman)成立了一家控股公司Diversified Retailing Company, Inc., 目标是“收购多元化业务,尤其是零售领域的业务”。</p><p>当时,巴菲特和芒格去了马里兰国民银行(Maryland National Bank),要求贷款进行收购。</p><p>贷款官瞪大眼睛惊呼道,“小小的霍奇西尔德-<a href=\"https://laohu8.com/S/CONN\">科恩</a>百货(Hochschild-Kohn’s)要600万美元?” 即使听到这个,巴菲特和芒格也没有质疑自己的判断,更没有尖叫着夺门而出。</p><p>对此,巴菲特是这样描述的,“我们认为,我们是以三流价格去购买二流百货店。”</p><p>“我们从Diversified Retailing中赚了很多钱,我们并没有从零售行业中赚钱。”</p><p>“整个故事非常简单,巴菲特和我买下了这家位于巴尔的摩的小型百货连锁店。这是个巨大的错误,因为竞争太激烈了!我们刚签完字后,就意识到我们犯了一个可怕的错误。所以我们决定扭转局面,承担看起来愚蠢的后果,而不是让它直接破产。在那些衰退的年代,我们就买买买,所有的钱都进入了这些股票,当然我们让它翻了两番。”</p><p><strong>4、早年的美好岁月给了我们一个良好的开端</strong></p><p>“是的,我们大约花了2,000万美元买下了一家小型储蓄和贷款公司。当我们离开那家公司时,我们从2,000万美元的‘小投资’中拿回了超过20亿美元的有价证券,这些证券成为内布拉斯加保险公司基础资本的一部分。这就是每个人都需要的、完美的开端。”</p><p><strong>5、我对Costco的青睐</strong></p><p>(1)他们的售价比美国任何地方都便宜;</p><p>(2)大型、高效的商店;</p><p>(3)巨大的停车位;</p><p>(4)以奖励积分的方式给予到店的人特殊福利;</p><p>(5)让供应商等待(付款)直至Costco拿到消费者支付的货款。</p><p>是什么让Costco如此成功?</p><p>“这需要非常好的执行力。你真的必须下定决心去做,然后每天、每周、每年都充满热情,这样做整整40年。这并不容易。你认为Costco的成功在于商业模式和文化的魔力吗? 是的,是文化加模式。绝对是这样,而且Costco可靠地、勤奋地把这一切做了40年。”</p><p>为什么Costco要花几十年时间才在中国开第一家店?</p><p>“他们试图在中国开第一家店时,有人索要3万美元的贿赂,Costco拒绝了,吉姆·西尼格尔(Jim Senegal,Costco前CEO)对此非常反感。此后30年里,他甚至不愿谈论这件事。”</p><p><strong>6、为投资者寻找优质投资提供建议</strong></p><p>“当你持有某支股票5年后,你可能会慢慢融入其中,或者对它地理解会更深刻。但是,当你意识到你有优势的时候,你就应该下重注。你知道你是对的,但是商学院可不会教这些。这可太不可思议了。你一定要在最好的投资上下重注!”</p><p><strong>7、为什么能和巴菲特成为伙伴?</strong></p><p>“我们都很相似,我们都想让家人安全,为投资者做好工作等等。我们有相似的态度。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4f1967a2ca7d3cad0a4427c0d46a205\" title=\"\" tg-width=\"1000\" tg-height=\"667\"/></p><p>芒格还为长期伙伴关系提出一些建议:</p><p>“如果你喜欢彼此并喜欢共事,这会很有帮助。但我不使用任何一种公式。许多长期合作良好的伙伴关系之所以能够持续,是因为一个人擅长一件事,另一个人擅长另一件事。他们自然分工,每个人都喜欢他正在做的事情。”</p><p><strong>8、我认为,伯克希尔可以用更多的杠杆</strong></p><p>“巴菲特仍然更关心伯克希尔股东的安全,而不是其他任何事情。如果我们自始至终使用更多一点的杠杆,我们现在的杠杆就会是原来的三倍,而且风险也不会那么大。”</p><p><strong>9、我对风险投资(Venture Capital)的看法</strong></p><p>“对于VC来说,投好是非常困难的,我认为在风险投资中一次又一次地投好几乎是不可能的。”</p><p>“一些项目可能变得非常火爆,你必须快速决策,所有人都是只是在赌博。”</p><p>“VC做好了,这是一个非常合法的业务。如果你想给正确的人权利并培养他们,你就要帮助他们。你知道这场游戏的诀窍,所以你可以帮助他们做好生意,但又不会过多干扰他们。他们会讨厌你。总的来说,在接触过大量来自VC的人之后,企业中的人其实往往会很讨厌这群VC。</p><p>他们不觉得VC是他们的合作伙伴,不觉得这群VC是在帮助他们,相反,他们认为VC只关心自己,所以他们不喜欢这群VC。”</p><p><strong>10、风险投资如何能做的更好?</strong></p><p>“在伯克希尔哈撒韦,他们知道我们不会试图以最高的价格抛售他们。你看, 哪怕某个混蛋投资银行家为我们一些糟糕的业务提供20倍的市盈率,我们也不会卖掉他们。”</p><p>“只不过,如果是我们一直无法解决的问题业务,我们会卖掉他们。但如果是一家还算不错的生意,我们就不会卖掉。这让我们享有‘坚持做对我们有帮助的事情’的声誉。”</p><p>“你不会想通过欺骗投资者来赚钱,而这正是许多风险投资所做的。”</p><p><strong>11、为何巴菲特在日本的投资是不二之选?</strong></p><p>“如果你像巴菲特一样聪明,也许一个世纪有两三次,你就会得到这样的想法。日本的利率十年来每年才0.5%。而这些公司确实是根深蒂固的老牌企业,他们拥有所有这些廉价的铜矿和橡胶基地,所以你可以提前十年借到所有的钱,去购买股票,并且支付5%的股息。 ”</p><p>“不用投资、不用思考,就有大量的现金流,你多长时间才能找到这样一个机会?如果你能在一个世纪里获得一两次这样的机会,你就足够幸运了。我们可以做到这一点——因为伯克希尔的信用,但是其他人都做不到。”</p><p><strong>12、我喜欢拥有强大品牌的公司——他们有强大的定价权</strong></p><p>“好吧,我们很难不喜欢品牌,因为我们很幸运地以2000万美元的价格收购了Sea's Candy。作为我们的第一笔收购,我们很快发现我们可以每年将价格提高10%,而且没有人在乎。”</p><p>“我们并没有提高销量之类的东西,就提高了利润。因此,在这 40 年的时间里,我们每年将价格提高10%。这是一家非常令人满意的公司。我们没有获得任何新资本。这就是它的好处,新资本很少。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b93dc30aa2e74008559978ccbb4eab18\" title=\"\" tg-width=\"1000\" tg-height=\"752\"/></p><p><strong>13、如果今天从零开始,重新打造伯克希尔哈撒韦,应该怎么做?</strong></p><p>三件事,智力、努力工作以及非常幸运。</p><p><strong>14、我对中国的看法</strong></p><p>“我对中国的观点是,中国经济在未来20年比几乎任何其他大型经济体都有更好的前景。这是其一。其二,中国的巨头公司比任何其他地方的巨头都更强大、更好,而且价格便宜得多。因此,我自然愿意在我的投资组合中承担一些来自中国企业的风险。”</p><p><strong>15、我为什么对<a href=\"https://laohu8.com/S/002594\">比亚迪</a>念念不忘?</strong></p><p>“这个家伙(指王传福)是个天才。他有工程学博士学位,当他看到别人的零件后,他可以制造出那个零件:早上看看,下午看看,他就可以做出来了。我从未见过这样的人。他可以做任何事情。他是一个天生的工程师,是一个能把一切都做出来的那种生产型管理者。”</p><p>“这是一个巨大的财富:在一个地方聚集这么多有才华的人是很有价值的。他们解决了电动汽车在电动机、加速、刹车等方面的所有问题。”</p><p>将王传福与马斯克进行比较:</p><p>“王传福是一个狂热分子,知道如何亲自动手制造东西,所以他更接近本源。换句话说,比亚迪的王传福比马斯克更擅长实际制造东西。”</p><p><strong>16、我对建立家庭的建议</strong></p><p>“你必须和每个人相处。你必须帮助他们渡过难关,他们也会帮助你。但我认为这没有看起来那么困难。我认为美国一半的婚姻运作得相当不错。”</p><p>“如果两人必须和别人结婚,情况也会一样。”</p><p>“你必须与配偶建立信任,特别是在教育孩子等方面。”</p></body></html>","source":"lsy1568197834938","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>99岁的播客首秀,芒格:未来20年中国比任何经济体前景都好</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\n99岁的播客首秀,芒格:未来20年中国比任何经济体前景都好\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-31 17:09 北京时间 <a href=https://mp.weixin.qq.com/s/s1DrbMxRW2_OUPtqBYG1sA><strong>零售威观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>99岁高龄,查理·芒格如何看待中国、日本,如何感悟人生、投资文/王子威2023年10月29日,伯克希尔哈撒韦副主席、99岁高龄的查理·芒格(Charlie Munger)首次登上播客(Podcast)的舞台,接受播客Acquired专访,谈论了他过去99年来的观点、经验和教训,也谈论了他对中国、日本的观点。整个播客时长1小时06分钟,《零售威观察》就其中的核心内容进行总结,并补充部分背景信息,方便...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/s1DrbMxRW2_OUPtqBYG1sA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{"KWEB":"中国海外互联网ETF-KraneShares"},"source_url":"https://mp.weixin.qq.com/s/s1DrbMxRW2_OUPtqBYG1sA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155804120","content_text":"99岁高龄,查理·芒格如何看待中国、日本,如何感悟人生、投资文/王子威2023年10月29日,伯克希尔哈撒韦副主席、99岁高龄的查理·芒格(Charlie Munger)首次登上播客(Podcast)的舞台,接受播客Acquired专访,谈论了他过去99年来的观点、经验和教训,也谈论了他对中国、日本的观点。整个播客时长1小时06分钟,《零售威观察》就其中的核心内容进行总结,并补充部分背景信息,方便读者近距离接触芒格的智慧。1、散户其实是在股市里赌博!“他们对公司或任何事情都一无所知,散户只是对价格进行追涨杀跌而已。如果由我来掌管这个世界,我会对短线交易者征收重税,把这些投机者赶出市场。”2、为什么算法驱动的交易机构(比如文艺复兴,即Renaissance Technology)正在承担过多风险?“最简单的交易是提前了解你知道的,他们年复一年地为获得回报而提高杠杆,将杠杆变得越来越高。最终,他们的交易量越来越大,但是利润却越来越微薄,这给了他们巨大的风险,我自己是绝不会这么做的。拥有巨大的杠杆,是他们获得这些巨大回报的唯一方式——如果你已经足够富有,这个杠杆会让你发疯。”3、当我和巴菲特意识到Diversified Retailing这家公司的竞争压力过大时,我们如何快速改变理念,并赚了一大笔钱?背景信息:1966年1月30日,巴菲特、芒格和戈特斯曼(Gottesman)成立了一家控股公司Diversified Retailing Company, Inc., 目标是“收购多元化业务,尤其是零售领域的业务”。当时,巴菲特和芒格去了马里兰国民银行(Maryland National Bank),要求贷款进行收购。贷款官瞪大眼睛惊呼道,“小小的霍奇西尔德-科恩百货(Hochschild-Kohn’s)要600万美元?” 即使听到这个,巴菲特和芒格也没有质疑自己的判断,更没有尖叫着夺门而出。对此,巴菲特是这样描述的,“我们认为,我们是以三流价格去购买二流百货店。”“我们从Diversified Retailing中赚了很多钱,我们并没有从零售行业中赚钱。”“整个故事非常简单,巴菲特和我买下了这家位于巴尔的摩的小型百货连锁店。这是个巨大的错误,因为竞争太激烈了!我们刚签完字后,就意识到我们犯了一个可怕的错误。所以我们决定扭转局面,承担看起来愚蠢的后果,而不是让它直接破产。在那些衰退的年代,我们就买买买,所有的钱都进入了这些股票,当然我们让它翻了两番。”4、早年的美好岁月给了我们一个良好的开端“是的,我们大约花了2,000万美元买下了一家小型储蓄和贷款公司。当我们离开那家公司时,我们从2,000万美元的‘小投资’中拿回了超过20亿美元的有价证券,这些证券成为内布拉斯加保险公司基础资本的一部分。这就是每个人都需要的、完美的开端。”5、我对Costco的青睐(1)他们的售价比美国任何地方都便宜;(2)大型、高效的商店;(3)巨大的停车位;(4)以奖励积分的方式给予到店的人特殊福利;(5)让供应商等待(付款)直至Costco拿到消费者支付的货款。是什么让Costco如此成功?“这需要非常好的执行力。你真的必须下定决心去做,然后每天、每周、每年都充满热情,这样做整整40年。这并不容易。你认为Costco的成功在于商业模式和文化的魔力吗? 是的,是文化加模式。绝对是这样,而且Costco可靠地、勤奋地把这一切做了40年。”为什么Costco要花几十年时间才在中国开第一家店?“他们试图在中国开第一家店时,有人索要3万美元的贿赂,Costco拒绝了,吉姆·西尼格尔(Jim Senegal,Costco前CEO)对此非常反感。此后30年里,他甚至不愿谈论这件事。”6、为投资者寻找优质投资提供建议“当你持有某支股票5年后,你可能会慢慢融入其中,或者对它地理解会更深刻。但是,当你意识到你有优势的时候,你就应该下重注。你知道你是对的,但是商学院可不会教这些。这可太不可思议了。你一定要在最好的投资上下重注!”7、为什么能和巴菲特成为伙伴?“我们都很相似,我们都想让家人安全,为投资者做好工作等等。我们有相似的态度。”芒格还为长期伙伴关系提出一些建议:“如果你喜欢彼此并喜欢共事,这会很有帮助。但我不使用任何一种公式。许多长期合作良好的伙伴关系之所以能够持续,是因为一个人擅长一件事,另一个人擅长另一件事。他们自然分工,每个人都喜欢他正在做的事情。”8、我认为,伯克希尔可以用更多的杠杆“巴菲特仍然更关心伯克希尔股东的安全,而不是其他任何事情。如果我们自始至终使用更多一点的杠杆,我们现在的杠杆就会是原来的三倍,而且风险也不会那么大。”9、我对风险投资(Venture Capital)的看法“对于VC来说,投好是非常困难的,我认为在风险投资中一次又一次地投好几乎是不可能的。”“一些项目可能变得非常火爆,你必须快速决策,所有人都是只是在赌博。”“VC做好了,这是一个非常合法的业务。如果你想给正确的人权利并培养他们,你就要帮助他们。你知道这场游戏的诀窍,所以你可以帮助他们做好生意,但又不会过多干扰他们。他们会讨厌你。总的来说,在接触过大量来自VC的人之后,企业中的人其实往往会很讨厌这群VC。他们不觉得VC是他们的合作伙伴,不觉得这群VC是在帮助他们,相反,他们认为VC只关心自己,所以他们不喜欢这群VC。”10、风险投资如何能做的更好?“在伯克希尔哈撒韦,他们知道我们不会试图以最高的价格抛售他们。你看, 哪怕某个混蛋投资银行家为我们一些糟糕的业务提供20倍的市盈率,我们也不会卖掉他们。”“只不过,如果是我们一直无法解决的问题业务,我们会卖掉他们。但如果是一家还算不错的生意,我们就不会卖掉。这让我们享有‘坚持做对我们有帮助的事情’的声誉。”“你不会想通过欺骗投资者来赚钱,而这正是许多风险投资所做的。”11、为何巴菲特在日本的投资是不二之选?“如果你像巴菲特一样聪明,也许一个世纪有两三次,你就会得到这样的想法。日本的利率十年来每年才0.5%。而这些公司确实是根深蒂固的老牌企业,他们拥有所有这些廉价的铜矿和橡胶基地,所以你可以提前十年借到所有的钱,去购买股票,并且支付5%的股息。 ”“不用投资、不用思考,就有大量的现金流,你多长时间才能找到这样一个机会?如果你能在一个世纪里获得一两次这样的机会,你就足够幸运了。我们可以做到这一点——因为伯克希尔的信用,但是其他人都做不到。”12、我喜欢拥有强大品牌的公司——他们有强大的定价权“好吧,我们很难不喜欢品牌,因为我们很幸运地以2000万美元的价格收购了Sea's Candy。作为我们的第一笔收购,我们很快发现我们可以每年将价格提高10%,而且没有人在乎。”“我们并没有提高销量之类的东西,就提高了利润。因此,在这 40 年的时间里,我们每年将价格提高10%。这是一家非常令人满意的公司。我们没有获得任何新资本。这就是它的好处,新资本很少。”13、如果今天从零开始,重新打造伯克希尔哈撒韦,应该怎么做?三件事,智力、努力工作以及非常幸运。14、我对中国的看法“我对中国的观点是,中国经济在未来20年比几乎任何其他大型经济体都有更好的前景。这是其一。其二,中国的巨头公司比任何其他地方的巨头都更强大、更好,而且价格便宜得多。因此,我自然愿意在我的投资组合中承担一些来自中国企业的风险。”15、我为什么对比亚迪念念不忘?“这个家伙(指王传福)是个天才。他有工程学博士学位,当他看到别人的零件后,他可以制造出那个零件:早上看看,下午看看,他就可以做出来了。我从未见过这样的人。他可以做任何事情。他是一个天生的工程师,是一个能把一切都做出来的那种生产型管理者。”“这是一个巨大的财富:在一个地方聚集这么多有才华的人是很有价值的。他们解决了电动汽车在电动机、加速、刹车等方面的所有问题。”将王传福与马斯克进行比较:“王传福是一个狂热分子,知道如何亲自动手制造东西,所以他更接近本源。换句话说,比亚迪的王传福比马斯克更擅长实际制造东西。”16、我对建立家庭的建议“你必须和每个人相处。你必须帮助他们渡过难关,他们也会帮助你。但我认为这没有看起来那么困难。我认为美国一半的婚姻运作得相当不错。”“如果两人必须和别人结婚,情况也会一样。”“你必须与配偶建立信任,特别是在教育孩子等方面。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610724047,"gmtCreate":1648793111312,"gmtModify":1648793111312,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>商汤的价格也就稳定在6快上下了,可能是一个触底值","listText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>商汤的价格也就稳定在6快上下了,可能是一个触底值","text":"$商汤-W(00020)$商汤的价格也就稳定在6快上下了,可能是一个触底值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/610724047","isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637553920,"gmtCreate":1648172386271,"gmtModify":1648172386271,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a>走了,够了","listText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a>走了,够了","text":"$创新奇智(02121)$走了,够了","images":[{"img":"https://static.tigerbbs.com/35b741e3ab875f2415de91bdf39f5498","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637553920","isVote":1,"tweetType":1,"viewCount":3027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":694408657,"gmtCreate":1642063394130,"gmtModify":1642063394130,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06680\">$金力永磁(06680)$</a>跌吧 跌了再来一手","listText":"<a href=\"https://laohu8.com/S/06680\">$金力永磁(06680)$</a>跌吧 跌了再来一手","text":"$金力永磁(06680)$跌吧 跌了再来一手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694408657","isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695026267,"gmtCreate":1641274649778,"gmtModify":1641274649778,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>走了","listText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>走了","text":"$商汤-W(00020)$走了","images":[{"img":"https://static.tigerbbs.com/a982cd767f5ef5ad3140eaf1c3ca9e86","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695026267","isVote":1,"tweetType":1,"viewCount":2493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":244892774191408,"gmtCreate":1700802924631,"gmtModify":1700802926600,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"对标小鹏没问题吧,蔚来走的太高端,理想是家庭车,小鹏是年轻酷科技车,和小米很像。再加上小米生态,股价对标小鹏可以的","listText":"对标小鹏没问题吧,蔚来走的太高端,理想是家庭车,小鹏是年轻酷科技车,和小米很像。再加上小米生态,股价对标小鹏可以的","text":"对标小鹏没问题吧,蔚来走的太高端,理想是家庭车,小鹏是年轻酷科技车,和小米很像。再加上小米生态,股价对标小鹏可以的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244892774191408","repostId":"1190048607","repostType":2,"isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209050382487776,"gmtCreate":1692061204816,"gmtModify":1692061205780,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>每逢发布会就会跌,今年还是一样吗?哈哈哈!","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>每逢发布会就会跌,今年还是一样吗?哈哈哈!","text":"$小米集团-W(01810)$ 每逢发布会就会跌,今年还是一样吗?哈哈哈!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209050382487776","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380394427588944,"gmtCreate":1733903882834,"gmtModify":1733903884386,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a> 为啥涨?看不懂","listText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a> 为啥涨?看不懂","text":"$创新奇智(02121)$ 为啥涨?看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380394427588944","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364888339079312,"gmtCreate":1730094085989,"gmtModify":1730094087702,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"极具创新!","listText":"极具创新!","text":"极具创新!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364888339079312","repostId":"2478011178","repostType":2,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355624765911288,"gmtCreate":1727831920335,"gmtModify":1727831986656,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 阴差阳错","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 阴差阳错","text":"$拼多多(PDD)$ 阴差阳错","images":[{"img":"https://static.tigerbbs.com/0ae992be57248efc9cfdd9348fa7d365","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355624765911288","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":349903253397632,"gmtCreate":1726453572000,"gmtModify":1726453573442,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> 做增程,以后只有两家,一个小鹏,一个华为,理想要掉队了","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> 做增程,以后只有两家,一个小鹏,一个华为,理想要掉队了","text":"$小鹏汽车-W(09868)$ 做增程,以后只有两家,一个小鹏,一个华为,理想要掉队了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349903253397632","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347916674601008,"gmtCreate":1725962342734,"gmtModify":1725962521936,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> ","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> ","text":"$小鹏汽车-W(09868)$","images":[{"img":"https://static.tigerbbs.com/dc85e78949220f2ab6109e318f965f17","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347916674601008","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":308622746501416,"gmtCreate":1716375151220,"gmtModify":1716375152973,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"这么猛!?","listText":"这么猛!?","text":"这么猛!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308622746501416","repostId":"1117064469","repostType":2,"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303209688699152,"gmtCreate":1715061086177,"gmtModify":1715061087612,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a> 李开复开抖音讲ai了,对这个股票有影响吗?","listText":"<a href=\"https://laohu8.com/S/02121\">$创新奇智(02121)$</a> 李开复开抖音讲ai了,对这个股票有影响吗?","text":"$创新奇智(02121)$ 李开复开抖音讲ai了,对这个股票有影响吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303209688699152","isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292228973138128,"gmtCreate":1712370852604,"gmtModify":1712370854483,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"小鹏+15pm+刚退掉山姆会员。哈哈哈哈,脱离中产!","listText":"小鹏+15pm+刚退掉山姆会员。哈哈哈哈,脱离中产!","text":"小鹏+15pm+刚退掉山姆会员。哈哈哈哈,脱离中产!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292228973138128","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244558100992184,"gmtCreate":1700721113465,"gmtModify":1700721114364,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"1\"></v-v>好久没涨上去了!","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"1\"></v-v>好久没涨上去了!","text":"$腾讯控股(00700)$ 好久没涨上去了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244558100992184","isVote":1,"tweetType":1,"viewCount":2571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242404716568784,"gmtCreate":1700202175964,"gmtModify":1700202177047,"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"1\"></v-v>财报很好啊,而且也要代销meta AR游戏设备了!","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"1\"></v-v>财报很好啊,而且也要代销meta AR游戏设备了!","text":"$腾讯控股(00700)$ 财报很好啊,而且也要代销meta AR游戏设备了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242404716568784","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}