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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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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> 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":1431,"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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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> 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":1431,"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 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":2014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}