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付磊价值投资

付磊价值投资

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付磊价值投资

2022-07-30

谁是搞笑的，谁是**，谁又是落井下石的，时间会给出答案，互联网是有记忆的，耗子尾汁 [开心]

@锌财经:恒大有烂尾房，恒驰有烂尾车

付磊价值投资

2022-03-24

$碧瑶绿色集团(01397)$持有，加仓，赚钱的平台

付磊价值投资

2021-11-29

$创维集团(00751)$本周5元以下的票，请珍惜

付磊价值投资

2021-11-18

$高途(GOTU)$ 我现在这个时间段，说教育是百年大计，估计很多人会骂我，未来的教育路需要怎么走，都在摸着石头过河…让教育回归自然的形态，对不对，我只能说，有待时间的检验。恐惧吗？在持有教育股的人心中，大伙都问问自己的内心，说不恐惧是假的。真心恐惧。往后的路怎么走，根据往事推断，一大部分的教育企业会倒闭，死掉！只有头部的一两家，披荆斩棘，浴火重生，凤凰涅槃！！！路怎么走，可以借鉴德国的培训机构，走出一条具备中国特色的教育之路，谁先找到方向，在实践中坚定信心，不断完善企业的着力点，做大做强做优做大…看好高途，其实最看中的是掌门人，让我们一起期待，明天更辉煌，加油！加油！加油！

付磊价值投资

2021-11-16

$创维集团(00751)$一个有共识的标的，500亿市值起步，千亿市值才是征途，5000亿才是创维的星辰大海…

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href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a>&nbsp;的日子还是没有好起来。根据中指院统计的恒大项目明细显示，2018年9月以后未竣工面积存量项目数量合计1322个，几乎遍布了中国所有省份。而在恒大爆雷之后，这上千个楼盘也迎来了“烂尾”风险。恒大烂尾楼的关键在于那个巨大的窟窿，拿什么把窟窿填平？这关乎到恒大的生死，也关乎到无数业主的血汗钱。显然，眼下恒大找到了办法：卖不动几十万首付的房子，那就卖十几万的车子。近日，恒大旗下恒驰新能源汽车集团总裁刘永灼在被采访时表示，恒驰5的硬件规格很高，才卖17.9万，很有市场竞争力！刘永灼还称，自7月6号预售发布会之后，恒驰5的市场反应非常好，截至7月20日，恒驰5预售订单为37258辆，比预期还要好，应该从目前来说，恒驰大卖已成定局。贾会计用了五年的时间给消费者讲了一则道理：预售量这一数据没有任何的意义。恒驰的预售量水分如何？不得而知，但可以肯定的一点是，刘总的“大卖已成定局”多少有点相声的艺术成分在里面。母公司的品牌信任如鱼溃鸟离，谁会买？大干三个月便能量产的车子，谁敢开？在商海沉浮多年，刘总当然明白这些道理。由此可见，是市场误解了“大卖已成定局”的含义。只不过，恒大的房，恒驰的车都是在“烂尾”边缘的危险产品。大干三个月，一辆看不见恒驰为什么被绝大部分人看衰？其实底层逻辑非常简单，因为在它的后面还有一个爆雷的恒大。关注品牌永远是消费者买车的不变主题，越好的品牌越有竞争力。但对于恒大来说，一场爆雷使其品牌力在国内崩塌，已经完全失去了消费者的信任。就目前来说，恒大目前所拥有的一切资产都是负资产，不仅仅是恒驰汽车，眼下对于恒大旗下的任何产品，消费者都很难产生信任。因此，恒大汽车卖得好不好已经与产品力无关，即便是一辆各方面","listText":"文/路世明编辑/大风恒大<a target=\"_blank\" href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a>&nbsp;的日子还是没有好起来。根据中指院统计的恒大项目明细显示，2018年9月以后未竣工面积存量项目数量合计1322个，几乎遍布了中国所有省份。而在恒大爆雷之后，这上千个楼盘也迎来了“烂尾”风险。恒大烂尾楼的关键在于那个巨大的窟窿，拿什么把窟窿填平？这关乎到恒大的生死，也关乎到无数业主的血汗钱。显然，眼下恒大找到了办法：卖不动几十万首付的房子，那就卖十几万的车子。近日，恒大旗下恒驰新能源汽车集团总裁刘永灼在被采访时表示，恒驰5的硬件规格很高，才卖17.9万，很有市场竞争力！刘永灼还称，自7月6号预售发布会之后，恒驰5的市场反应非常好，截至7月20日，恒驰5预售订单为37258辆，比预期还要好，应该从目前来说，恒驰大卖已成定局。贾会计用了五年的时间给消费者讲了一则道理：预售量这一数据没有任何的意义。恒驰的预售量水分如何？不得而知，但可以肯定的一点是，刘总的“大卖已成定局”多少有点相声的艺术成分在里面。母公司的品牌信任如鱼溃鸟离，谁会买？大干三个月便能量产的车子，谁敢开？在商海沉浮多年，刘总当然明白这些道理。由此可见，是市场误解了“大卖已成定局”的含义。只不过，恒大的房，恒驰的车都是在“烂尾”边缘的危险产品。大干三个月，一辆看不见恒驰为什么被绝大部分人看衰？其实底层逻辑非常简单，因为在它的后面还有一个爆雷的恒大。关注品牌永远是消费者买车的不变主题，越好的品牌越有竞争力。但对于恒大来说，一场爆雷使其品牌力在国内崩塌，已经完全失去了消费者的信任。就目前来说，恒大目前所拥有的一切资产都是负资产，不仅仅是恒驰汽车，眼下对于恒大旗下的任何产品，消费者都很难产生信任。因此，恒大汽车卖得好不好已经与产品力无关，即便是一辆各方面","text":"文/路世明编辑/大风恒大$恒大汽车(00708)$ 的日子还是没有好起来。根据中指院统计的恒大项目明细显示，2018年9月以后未竣工面积存量项目数量合计1322个，几乎遍布了中国所有省份。而在恒大爆雷之后，这上千个楼盘也迎来了“烂尾”风险。恒大烂尾楼的关键在于那个巨大的窟窿，拿什么把窟窿填平？这关乎到恒大的生死，也关乎到无数业主的血汗钱。显然，眼下恒大找到了办法：卖不动几十万首付的房子，那就卖十几万的车子。近日，恒大旗下恒驰新能源汽车集团总裁刘永灼在被采访时表示，恒驰5的硬件规格很高，才卖17.9万，很有市场竞争力！刘永灼还称，自7月6号预售发布会之后，恒驰5的市场反应非常好，截至7月20日，恒驰5预售订单为37258辆，比预期还要好，应该从目前来说，恒驰大卖已成定局。贾会计用了五年的时间给消费者讲了一则道理：预售量这一数据没有任何的意义。恒驰的预售量水分如何？不得而知，但可以肯定的一点是，刘总的“大卖已成定局”多少有点相声的艺术成分在里面。母公司的品牌信任如鱼溃鸟离，谁会买？大干三个月便能量产的车子，谁敢开？在商海沉浮多年，刘总当然明白这些道理。由此可见，是市场误解了“大卖已成定局”的含义。只不过，恒大的房，恒驰的车都是在“烂尾”边缘的危险产品。大干三个月，一辆看不见恒驰为什么被绝大部分人看衰？其实底层逻辑非常简单，因为在它的后面还有一个爆雷的恒大。关注品牌永远是消费者买车的不变主题，越好的品牌越有竞争力。但对于恒大来说，一场爆雷使其品牌力在国内崩塌，已经完全失去了消费者的信任。就目前来说，恒大目前所拥有的一切资产都是负资产，不仅仅是恒驰汽车，眼下对于恒大旗下的任何产品，消费者都很难产生信任。因此，恒大汽车卖得好不好已经与产品力无关，即便是一辆各方面","images":[{"img":"https://static.tigerbbs.com/dcf6b17b6e812e313f12ad38e6d388f5","width":"632","height":"370"},{"img":"https://static.tigerbbs.com/8d8a0f60789d1219155f1a00bdb95c56","width":"632","height":"389"},{"img":"https://static.tigerbbs.com/e6ff89ca04ea46d4494f0d48acab1a59","width":"632","height":"371"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682592581","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637500389,"gmtCreate":1648119616752,"gmtModify":1648119616752,"author":{"id":"4096602980889740","authorId":"4096602980889740","name":"付磊价值投资","avatar":"https://static.tigerbbs.com/177761b933f314c655dcadc4bbf08200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096602980889740","authorIdStr":"4096602980889740"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a>&nbsp;的日子还是没有好起来。根据中指院统计的恒大项目明细显示，2018年9月以后未竣工面积存量项目数量合计1322个，几乎遍布了中国所有省份。而在恒大爆雷之后，这上千个楼盘也迎来了“烂尾”风险。恒大烂尾楼的关键在于那个巨大的窟窿，拿什么把窟窿填平？这关乎到恒大的生死，也关乎到无数业主的血汗钱。显然，眼下恒大找到了办法：卖不动几十万首付的房子，那就卖十几万的车子。近日，恒大旗下恒驰新能源汽车集团总裁刘永灼在被采访时表示，恒驰5的硬件规格很高，才卖17.9万，很有市场竞争力！刘永灼还称，自7月6号预售发布会之后，恒驰5的市场反应非常好，截至7月20日，恒驰5预售订单为37258辆，比预期还要好，应该从目前来说，恒驰大卖已成定局。贾会计用了五年的时间给消费者讲了一则道理：预售量这一数据没有任何的意义。恒驰的预售量水分如何？不得而知，但可以肯定的一点是，刘总的“大卖已成定局”多少有点相声的艺术成分在里面。母公司的品牌信任如鱼溃鸟离，谁会买？大干三个月便能量产的车子，谁敢开？在商海沉浮多年，刘总当然明白这些道理。由此可见，是市场误解了“大卖已成定局”的含义。只不过，恒大的房，恒驰的车都是在“烂尾”边缘的危险产品。大干三个月，一辆看不见恒驰为什么被绝大部分人看衰？其实底层逻辑非常简单，因为在它的后面还有一个爆雷的恒大。关注品牌永远是消费者买车的不变主题，越好的品牌越有竞争力。但对于恒大来说，一场爆雷使其品牌力在国内崩塌，已经完全失去了消费者的信任。就目前来说，恒大目前所拥有的一切资产都是负资产，不仅仅是恒驰汽车，眼下对于恒大旗下的任何产品，消费者都很难产生信任。因此，恒大汽车卖得好不好已经与产品力无关，即便是一辆各方面","listText":"文/路世明编辑/大风恒大<a target=\"_blank\" href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a>&nbsp;的日子还是没有好起来。根据中指院统计的恒大项目明细显示，2018年9月以后未竣工面积存量项目数量合计1322个，几乎遍布了中国所有省份。而在恒大爆雷之后，这上千个楼盘也迎来了“烂尾”风险。恒大烂尾楼的关键在于那个巨大的窟窿，拿什么把窟窿填平？这关乎到恒大的生死，也关乎到无数业主的血汗钱。显然，眼下恒大找到了办法：卖不动几十万首付的房子，那就卖十几万的车子。近日，恒大旗下恒驰新能源汽车集团总裁刘永灼在被采访时表示，恒驰5的硬件规格很高，才卖17.9万，很有市场竞争力！刘永灼还称，自7月6号预售发布会之后，恒驰5的市场反应非常好，截至7月20日，恒驰5预售订单为37258辆，比预期还要好，应该从目前来说，恒驰大卖已成定局。贾会计用了五年的时间给消费者讲了一则道理：预售量这一数据没有任何的意义。恒驰的预售量水分如何？不得而知，但可以肯定的一点是，刘总的“大卖已成定局”多少有点相声的艺术成分在里面。母公司的品牌信任如鱼溃鸟离，谁会买？大干三个月便能量产的车子，谁敢开？在商海沉浮多年，刘总当然明白这些道理。由此可见，是市场误解了“大卖已成定局”的含义。只不过，恒大的房，恒驰的车都是在“烂尾”边缘的危险产品。大干三个月，一辆看不见恒驰为什么被绝大部分人看衰？其实底层逻辑非常简单，因为在它的后面还有一个爆雷的恒大。关注品牌永远是消费者买车的不变主题，越好的品牌越有竞争力。但对于恒大来说，一场爆雷使其品牌力在国内崩塌，已经完全失去了消费者的信任。就目前来说，恒大目前所拥有的一切资产都是负资产，不仅仅是恒驰汽车，眼下对于恒大旗下的任何产品，消费者都很难产生信任。因此，恒大汽车卖得好不好已经与产品力无关，即便是一辆各方面","text":"文/路世明编辑/大风恒大$恒大汽车(00708)$ 的日子还是没有好起来。根据中指院统计的恒大项目明细显示，2018年9月以后未竣工面积存量项目数量合计1322个，几乎遍布了中国所有省份。而在恒大爆雷之后，这上千个楼盘也迎来了“烂尾”风险。恒大烂尾楼的关键在于那个巨大的窟窿，拿什么把窟窿填平？这关乎到恒大的生死，也关乎到无数业主的血汗钱。显然，眼下恒大找到了办法：卖不动几十万首付的房子，那就卖十几万的车子。近日，恒大旗下恒驰新能源汽车集团总裁刘永灼在被采访时表示，恒驰5的硬件规格很高，才卖17.9万，很有市场竞争力！刘永灼还称，自7月6号预售发布会之后，恒驰5的市场反应非常好，截至7月20日，恒驰5预售订单为37258辆，比预期还要好，应该从目前来说，恒驰大卖已成定局。贾会计用了五年的时间给消费者讲了一则道理：预售量这一数据没有任何的意义。恒驰的预售量水分如何？不得而知，但可以肯定的一点是，刘总的“大卖已成定局”多少有点相声的艺术成分在里面。母公司的品牌信任如鱼溃鸟离，谁会买？大干三个月便能量产的车子，谁敢开？在商海沉浮多年，刘总当然明白这些道理。由此可见，是市场误解了“大卖已成定局”的含义。只不过，恒大的房，恒驰的车都是在“烂尾”边缘的危险产品。大干三个月，一辆看不见恒驰为什么被绝大部分人看衰？其实底层逻辑非常简单，因为在它的后面还有一个爆雷的恒大。关注品牌永远是消费者买车的不变主题，越好的品牌越有竞争力。但对于恒大来说，一场爆雷使其品牌力在国内崩塌，已经完全失去了消费者的信任。就目前来说，恒大目前所拥有的一切资产都是负资产，不仅仅是恒驰汽车，眼下对于恒大旗下的任何产品，消费者都很难产生信任。因此，恒大汽车卖得好不好已经与产品力无关，即便是一辆各方面","images":[{"img":"https://static.tigerbbs.com/dcf6b17b6e812e313f12ad38e6d388f5","width":"632","height":"370"},{"img":"https://static.tigerbbs.com/8d8a0f60789d1219155f1a00bdb95c56","width":"632","height":"389"},{"img":"https://static.tigerbbs.com/e6ff89ca04ea46d4494f0d48acab1a59","width":"632","height":"371"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682592581","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637500389,"gmtCreate":1648119616752,"gmtModify":1648119616752,"author":{"id":"4096602980889740","authorId":"4096602980889740","name":"付磊价值投资","avatar":"https://static.tigerbbs.com/177761b933f314c655dcadc4bbf08200","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096602980889740","idStr":"4096602980889740"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01397\">$碧瑶绿色集团(01397)$</a>持有，加仓，赚钱的平台","listText":"<a href=\"https://laohu8.com/S/01397\">$碧瑶绿色集团(01397)$</a>持有，加仓，赚钱的平台","text":"$碧瑶绿色集团(01397)$持有，加仓，赚钱的平台","images":[{"img":"https://static.tigerbbs.com/67f98314d6c1bfd9d9b4197b341a60d1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637500389","isVote":1,"tweetType":1,"viewCount":2116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}