付磊价值投资的个人主页 - 老虎社区

付磊价值投资

付磊价值投资

暂无个人介绍

IP属地：山东

9关注

2粉丝

1主题

0勋章

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…

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4096602980889740","uuid":"4096602980889740","gmtCreate":1633499915697,"gmtModify":1634551420477,"name":"付磊价值投资","pinyin":"fljztzfuleijiazhitouzi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/177761b933f314c655dcadc4bbf08200","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":9,"tweetSize":5,"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":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"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":"2024.07.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.01","exceedPercentage":"80.74%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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":"2022.07.01","exceedPercentage":"80.36%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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":"2022.06.28","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":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"山东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":682420179,"gmtCreate":1659138221394,"gmtModify":1659147782091,"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":"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]","listText":"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]","text":"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]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682420179","repostId":"682592581","repostType":1,"repost":{"id":682592581,"gmtCreate":1659060319947,"gmtModify":1659060363978,"author":{"id":"3515469618758755","authorId":"3515469618758755","name":"锌财经","avatar":"https://static.tigerbbs.com/29fc1773ad61bccd3c3e196ecae93db8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515469618758755","authorIdStr":"3515469618758755"},"themes":[],"title":"恒大有烂尾房，恒驰有烂尾车","htmlText":"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","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 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},{"id":600646947,"gmtCreate":1638150635360,"gmtModify":1638151875921,"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/00751\">$创维集团(00751)$</a>本周5元以下的票，请珍惜","listText":"<a href=\"https://laohu8.com/S/00751\">$创维集团(00751)$</a>本周5元以下的票，请珍惜","text":"$创维集团(00751)$本周5元以下的票，请珍惜","images":[{"img":"https://static.tigerbbs.com/bf944e77e9aa2a5fa81c6cca53495d53","width":"1080","height":"3117"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600646947","isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876958149,"gmtCreate":1637251161821,"gmtModify":1637320368223,"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/GOTU\">$高途(GOTU)$</a> 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！","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> 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！","text":"$高途(GOTU)$ 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！","images":[{"img":"https://static.tigerbbs.com/5432236fbb6901ad2ff02578ee6b54b4","width":"1080","height":"3147"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/876958149","isVote":1,"tweetType":1,"viewCount":17190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":871993634,"gmtCreate":1637017355277,"gmtModify":1637017355277,"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/00751\">$创维集团(00751)$</a>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…","listText":"<a href=\"https://laohu8.com/S/00751\">$创维集团(00751)$</a>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…","text":"$创维集团(00751)$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…","images":[{"img":"https://static.tigerbbs.com/fd40482c3462435c2f8956e014e74ff2","width":"1080","height":"3117"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/871993634","isVote":1,"tweetType":1,"viewCount":3067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000159","authorId":"9000000000000159","name":"宝宝金水_","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000159","authorIdStr":"9000000000000159"},"content":"我还有点仓位，这个股现在还能不能买入？","text":"我还有点仓位，这个股现在还能不能买入？","html":"我还有点仓位，这个股现在还能不能买入？"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":876958149,"gmtCreate":1637251161821,"gmtModify":1637320368223,"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/GOTU\">$高途(GOTU)$</a> 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！","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> 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！","text":"$高途(GOTU)$ 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！","images":[{"img":"https://static.tigerbbs.com/5432236fbb6901ad2ff02578ee6b54b4","width":"1080","height":"3147"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/876958149","isVote":1,"tweetType":1,"viewCount":17190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":871993634,"gmtCreate":1637017355277,"gmtModify":1637017355277,"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/00751\">$创维集团(00751)$</a>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…","listText":"<a href=\"https://laohu8.com/S/00751\">$创维集团(00751)$</a>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…","text":"$创维集团(00751)$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…","images":[{"img":"https://static.tigerbbs.com/fd40482c3462435c2f8956e014e74ff2","width":"1080","height":"3117"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/871993634","isVote":1,"tweetType":1,"viewCount":3067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000159","authorId":"9000000000000159","name":"宝宝金水_","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000159","authorIdStr":"9000000000000159"},"content":"我还有点仓位，这个股现在还能不能买入？","text":"我还有点仓位，这个股现在还能不能买入？","html":"我还有点仓位，这个股现在还能不能买入？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600646947,"gmtCreate":1638150635360,"gmtModify":1638151875921,"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/00751\">$创维集团(00751)$</a>本周5元以下的票，请珍惜","listText":"<a href=\"https://laohu8.com/S/00751\">$创维集团(00751)$</a>本周5元以下的票，请珍惜","text":"$创维集团(00751)$本周5元以下的票，请珍惜","images":[{"img":"https://static.tigerbbs.com/bf944e77e9aa2a5fa81c6cca53495d53","width":"1080","height":"3117"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600646947","isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":682420179,"gmtCreate":1659138221394,"gmtModify":1659147782091,"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":"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]","listText":"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]","text":"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]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682420179","repostId":"682592581","repostType":1,"repost":{"id":682592581,"gmtCreate":1659060319947,"gmtModify":1659060363978,"author":{"id":"3515469618758755","authorId":"3515469618758755","name":"锌财经","avatar":"https://static.tigerbbs.com/29fc1773ad61bccd3c3e196ecae93db8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515469618758755","authorIdStr":"3515469618758755"},"themes":[],"title":"恒大有烂尾房，恒驰有烂尾车","htmlText":"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","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 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":[]}