迷茫之武僧的个人主页 - 老虎社区

迷茫之武僧

迷茫之武僧

暂无个人介绍

IP属地：未知

1关注

0粉丝

1主题

0勋章

迷茫之武僧

2022-05-09

$中环球船务(SGLY)$SGLY到现在也有20多年了吧，做船运和物流前期做的非常好！

迷茫之武僧

2022-04-13

回复 @weemoji:真实哈哈哈哈//@weemoji:暴涨的时候你不说

@九点财报:暴跌4000亿，长城汽车跌惨了

迷茫之武僧

2022-04-12

$阿里巴巴(BABA)$不知道现在芒格是怎么想的....有一种拿破仑折戟俄罗斯的感觉哈哈哈哈

迷茫之武僧

2022-04-10

$中环球船务(SGLY)$现在已经一批人被吓跑了，其实只是清盘而已，下一波还会有的

迷茫之武僧

2022-03-19

波动太大了

抱歉，原内容已删除

迷茫之武僧

2022-03-19

$优客工场(UK)$共享办公又要受疫情影响了，这算啥。利空出尽跌无可跌？

迷茫之武僧

2022-02-14

$尚高生命科学(SISI)$建个小仓，期待股价可以拉起来，这公司可太有的研究了，宝藏潜力股预定！

迷茫之武僧

2021-11-15

也不是没机会吧

@响亮的鞭炮:$优客工场(UK)$疫情后还有戏吗

迷茫之武僧

2021-11-15

$优客工场(UK)$uk是第一家上市的共享办公企业吧？

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4100046739963200","uuid":"4100046739963200","gmtCreate":1636943672898,"gmtModify":1636946338970,"name":"迷茫之武僧","pinyin":"mmzwsmimangzhiwuseng","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":1,"tweetSize":9,"questionSize":0,"limitLevel":999,"accountStatus":2,"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":"2024.08.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":612072466,"gmtCreate":1652104597755,"gmtModify":1652104597755,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SGLY\">$中环球船务(SGLY)$</a>SGLY到现在也有20多年了吧，做船运和物流前期做的非常好！","listText":"<a href=\"https://laohu8.com/S/SGLY\">$中环球船务(SGLY)$</a>SGLY到现在也有20多年了吧，做船运和物流前期做的非常好！","text":"$中环球船务(SGLY)$SGLY到现在也有20多年了吧，做船运和物流前期做的非常好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612072466","isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613879444,"gmtCreate":1649830782988,"gmtModify":1649830782988,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3511174623406089\">@weemoji</a>:真实哈哈哈哈//<a href=\"https://laohu8.com/U/3511174623406089\">@weemoji</a>:暴涨的时候你不说","listText":"回复 <a href=\"https://laohu8.com/U/3511174623406089\">@weemoji</a>:真实哈哈哈哈//<a href=\"https://laohu8.com/U/3511174623406089\">@weemoji</a>:暴涨的时候你不说","text":"回复 @weemoji:真实哈哈哈哈//@weemoji:暴涨的时候你不说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613879444","repostId":"613040700","repostType":1,"repost":{"id":613040700,"gmtCreate":1649640220842,"gmtModify":1724749341697,"author":{"id":"4093781492980460","authorId":"4093781492980460","name":"九点财报","avatar":"https://static.tigerbbs.com/52753e84e65937399cf681a2f25ba6aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093781492980460","idStr":"4093781492980460"},"themes":[],"title":"暴跌4000亿，长城汽车跌惨了","htmlText":"过去一年时间里，对于魏建军来说是幸运的，其执掌的长城汽车赶上新能源大风口，市值站上6000亿元，一举成为河北首富。然而好景并不长，自2021年10月份以来，长城汽车股价高位至今已经腰斩再腰斩，市值缩水超4000亿元。在年报中，长城汽车写下了\"预计2045年，长城汽车将全面实现碳中和\"的美好愿景。赶紧打开计算器算了一下，23年以后的事情了，新能源汽车的故事能不能讲到2025年都是个问题。3月30日，长城汽车公布了2021年财报，年度扣非净利润增长仅9.55%；第四季度扣非净利润下滑71.93%。主营业务利润下滑的同时，对应的是本土新能源汽车销量翻倍增长，至352万台。同样大环境下，长城汽车为什么销量下滑，股价跌幅最惨，公司将面临哪些困境。1供应链成本问题供应链其实也是成本问题，供应链掌控能力较强的特斯拉2021年毛利率较上年增加4%，而长城汽车的毛利率减少了1%左右。新能源汽车的核心是电池、电机和电控，相比传统燃油车，新能源智能化程度更高，需要的芯片数量也就更多。2021年全球芯片产能断缺，大众、丰田、本田等传统巨头也因芯片问题停产。长城汽车早在去年一季度，就传出长城重庆永川、徐水两大生产基地停产，涉及的车型包括哈弗H6、长城炮及坦克300等车型。其次是电池问题。对于长城汽车来说，旗下本身有蜂巢能源这个电池新贵，在产能上没有太大的问题。但作为电池上游的材料碳酸锂价格从去年11月份的18万/吨，一路暴涨至50万元/吨。对于一辆续航300公里的电车来说，成本增加约5000元，成本暴涨导致长城要承受更高的成本压力。那么到这里，基本可以确定一个问题，停产不仅仅是买不到材料的问题，而是成本太高，卖车不赚钱。例如，比亚迪，2021年销量60.38万台，本土车商中市占率第一，但是2161.42亿元的营收中，却只有30.45亿元的净利润（含补贴款）。而长城汽车的情况也差不多，2021年营业收","listText":"过去一年时间里，对于魏建军来说是幸运的，其执掌的长城汽车赶上新能源大风口，市值站上6000亿元，一举成为河北首富。然而好景并不长，自2021年10月份以来，长城汽车股价高位至今已经腰斩再腰斩，市值缩水超4000亿元。在年报中，长城汽车写下了\"预计2045年，长城汽车将全面实现碳中和\"的美好愿景。赶紧打开计算器算了一下，23年以后的事情了，新能源汽车的故事能不能讲到2025年都是个问题。3月30日，长城汽车公布了2021年财报，年度扣非净利润增长仅9.55%；第四季度扣非净利润下滑71.93%。主营业务利润下滑的同时，对应的是本土新能源汽车销量翻倍增长，至352万台。同样大环境下，长城汽车为什么销量下滑，股价跌幅最惨，公司将面临哪些困境。1供应链成本问题供应链其实也是成本问题，供应链掌控能力较强的特斯拉2021年毛利率较上年增加4%，而长城汽车的毛利率减少了1%左右。新能源汽车的核心是电池、电机和电控，相比传统燃油车，新能源智能化程度更高，需要的芯片数量也就更多。2021年全球芯片产能断缺，大众、丰田、本田等传统巨头也因芯片问题停产。长城汽车早在去年一季度，就传出长城重庆永川、徐水两大生产基地停产，涉及的车型包括哈弗H6、长城炮及坦克300等车型。其次是电池问题。对于长城汽车来说，旗下本身有蜂巢能源这个电池新贵，在产能上没有太大的问题。但作为电池上游的材料碳酸锂价格从去年11月份的18万/吨，一路暴涨至50万元/吨。对于一辆续航300公里的电车来说，成本增加约5000元，成本暴涨导致长城要承受更高的成本压力。那么到这里，基本可以确定一个问题，停产不仅仅是买不到材料的问题，而是成本太高，卖车不赚钱。例如，比亚迪，2021年销量60.38万台，本土车商中市占率第一，但是2161.42亿元的营收中，却只有30.45亿元的净利润（含补贴款）。而长城汽车的情况也差不多，2021年营业收","text":"过去一年时间里，对于魏建军来说是幸运的，其执掌的长城汽车赶上新能源大风口，市值站上6000亿元，一举成为河北首富。然而好景并不长，自2021年10月份以来，长城汽车股价高位至今已经腰斩再腰斩，市值缩水超4000亿元。在年报中，长城汽车写下了\"预计2045年，长城汽车将全面实现碳中和\"的美好愿景。赶紧打开计算器算了一下，23年以后的事情了，新能源汽车的故事能不能讲到2025年都是个问题。3月30日，长城汽车公布了2021年财报，年度扣非净利润增长仅9.55%；第四季度扣非净利润下滑71.93%。主营业务利润下滑的同时，对应的是本土新能源汽车销量翻倍增长，至352万台。同样大环境下，长城汽车为什么销量下滑，股价跌幅最惨，公司将面临哪些困境。1供应链成本问题供应链其实也是成本问题，供应链掌控能力较强的特斯拉2021年毛利率较上年增加4%，而长城汽车的毛利率减少了1%左右。新能源汽车的核心是电池、电机和电控，相比传统燃油车，新能源智能化程度更高，需要的芯片数量也就更多。2021年全球芯片产能断缺，大众、丰田、本田等传统巨头也因芯片问题停产。长城汽车早在去年一季度，就传出长城重庆永川、徐水两大生产基地停产，涉及的车型包括哈弗H6、长城炮及坦克300等车型。其次是电池问题。对于长城汽车来说，旗下本身有蜂巢能源这个电池新贵，在产能上没有太大的问题。但作为电池上游的材料碳酸锂价格从去年11月份的18万/吨，一路暴涨至50万元/吨。对于一辆续航300公里的电车来说，成本增加约5000元，成本暴涨导致长城要承受更高的成本压力。那么到这里，基本可以确定一个问题，停产不仅仅是买不到材料的问题，而是成本太高，卖车不赚钱。例如，比亚迪，2021年销量60.38万台，本土车商中市占率第一，但是2161.42亿元的营收中，却只有30.45亿元的净利润（含补贴款）。而长城汽车的情况也差不多，2021年营业收","images":[{"img":"https://static.tigerbbs.com/4db6896bf5f55e726b5d7756fed3406c"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613040700","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613193962,"gmtCreate":1649746932078,"gmtModify":1649746932078,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>不知道现在芒格是怎么想的....有一种拿破仑折戟俄罗斯的感觉哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>不知道现在芒格是怎么想的....有一种拿破仑折戟俄罗斯的感觉哈哈哈哈","text":"$阿里巴巴(BABA)$不知道现在芒格是怎么想的....有一种拿破仑折戟俄罗斯的感觉哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613193962","isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613064718,"gmtCreate":1649606149643,"gmtModify":1649606149643,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SGLY\">$中环球船务(SGLY)$</a>现在已经一批人被吓跑了，其实只是清盘而已，下一波还会有的","listText":"<a href=\"https://laohu8.com/S/SGLY\">$中环球船务(SGLY)$</a>现在已经一批人被吓跑了，其实只是清盘而已，下一波还会有的","text":"$中环球船务(SGLY)$现在已经一批人被吓跑了，其实只是清盘而已，下一波还会有的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613064718","isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634723361,"gmtCreate":1647701447653,"gmtModify":1647701447653,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"波动太大了","listText":"波动太大了","text":"波动太大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634723361","repostId":"634487631","repostType":1,"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634723983,"gmtCreate":1647701437041,"gmtModify":1647701437041,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>共享办公又要受疫情影响了，这算啥。利空出尽跌无可跌？","listText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>共享办公又要受疫情影响了，这算啥。利空出尽跌无可跌？","text":"$优客工场(UK)$共享办公又要受疫情影响了，这算啥。利空出尽跌无可跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":2,"link":"https://laohu8.com/post/634723983","isVote":1,"tweetType":1,"viewCount":2710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631259879,"gmtCreate":1644804414330,"gmtModify":1644804414330,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SISI\">$尚高生命科学(SISI)$</a>建个小仓，期待股价可以拉起来，这公司可太有的研究了，宝藏潜力股预定！","listText":"<a href=\"https://laohu8.com/S/SISI\">$尚高生命科学(SISI)$</a>建个小仓，期待股价可以拉起来，这公司可太有的研究了，宝藏潜力股预定！","text":"$尚高生命科学(SISI)$建个小仓，期待股价可以拉起来，这公司可太有的研究了，宝藏潜力股预定！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631259879","isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873207478,"gmtCreate":1636943785794,"gmtModify":1636944549409,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"也不是没机会吧","listText":"也不是没机会吧","text":"也不是没机会吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873207478","repostId":"873043709","repostType":1,"repost":{"id":873043709,"gmtCreate":1636811292445,"gmtModify":1636817599122,"author":{"id":"4099914234939030","authorId":"4099914234939030","name":"响亮的鞭炮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099914234939030","idStr":"4099914234939030"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>疫情后还有戏吗","listText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>疫情后还有戏吗","text":"$优客工场(UK)$疫情后还有戏吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873043709","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873207136,"gmtCreate":1636943755003,"gmtModify":1636944554008,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>uk是第一家上市的共享办公企业吧？","listText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>uk是第一家上市的共享办公企业吧？","text":"$优客工场(UK)$uk是第一家上市的共享办公企业吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873207136","isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":634723983,"gmtCreate":1647701437041,"gmtModify":1647701437041,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>共享办公又要受疫情影响了，这算啥。利空出尽跌无可跌？","listText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>共享办公又要受疫情影响了，这算啥。利空出尽跌无可跌？","text":"$优客工场(UK)$共享办公又要受疫情影响了，这算啥。利空出尽跌无可跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":2,"link":"https://laohu8.com/post/634723983","isVote":1,"tweetType":1,"viewCount":2710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613064718,"gmtCreate":1649606149643,"gmtModify":1649606149643,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SGLY\">$中环球船务(SGLY)$</a>现在已经一批人被吓跑了，其实只是清盘而已，下一波还会有的","listText":"<a href=\"https://laohu8.com/S/SGLY\">$中环球船务(SGLY)$</a>现在已经一批人被吓跑了，其实只是清盘而已，下一波还会有的","text":"$中环球船务(SGLY)$现在已经一批人被吓跑了，其实只是清盘而已，下一波还会有的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613064718","isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873207136,"gmtCreate":1636943755003,"gmtModify":1636944554008,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>uk是第一家上市的共享办公企业吧？","listText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>uk是第一家上市的共享办公企业吧？","text":"$优客工场(UK)$uk是第一家上市的共享办公企业吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873207136","isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612072466,"gmtCreate":1652104597755,"gmtModify":1652104597755,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SGLY\">$中环球船务(SGLY)$</a>SGLY到现在也有20多年了吧，做船运和物流前期做的非常好！","listText":"<a href=\"https://laohu8.com/S/SGLY\">$中环球船务(SGLY)$</a>SGLY到现在也有20多年了吧，做船运和物流前期做的非常好！","text":"$中环球船务(SGLY)$SGLY到现在也有20多年了吧，做船运和物流前期做的非常好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612072466","isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613879444,"gmtCreate":1649830782988,"gmtModify":1649830782988,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3511174623406089\">@weemoji</a>:真实哈哈哈哈//<a href=\"https://laohu8.com/U/3511174623406089\">@weemoji</a>:暴涨的时候你不说","listText":"回复 <a href=\"https://laohu8.com/U/3511174623406089\">@weemoji</a>:真实哈哈哈哈//<a href=\"https://laohu8.com/U/3511174623406089\">@weemoji</a>:暴涨的时候你不说","text":"回复 @weemoji:真实哈哈哈哈//@weemoji:暴涨的时候你不说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613879444","repostId":"613040700","repostType":1,"repost":{"id":613040700,"gmtCreate":1649640220842,"gmtModify":1724749341697,"author":{"id":"4093781492980460","authorId":"4093781492980460","name":"九点财报","avatar":"https://static.tigerbbs.com/52753e84e65937399cf681a2f25ba6aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093781492980460","idStr":"4093781492980460"},"themes":[],"title":"暴跌4000亿，长城汽车跌惨了","htmlText":"过去一年时间里，对于魏建军来说是幸运的，其执掌的长城汽车赶上新能源大风口，市值站上6000亿元，一举成为河北首富。然而好景并不长，自2021年10月份以来，长城汽车股价高位至今已经腰斩再腰斩，市值缩水超4000亿元。在年报中，长城汽车写下了\"预计2045年，长城汽车将全面实现碳中和\"的美好愿景。赶紧打开计算器算了一下，23年以后的事情了，新能源汽车的故事能不能讲到2025年都是个问题。3月30日，长城汽车公布了2021年财报，年度扣非净利润增长仅9.55%；第四季度扣非净利润下滑71.93%。主营业务利润下滑的同时，对应的是本土新能源汽车销量翻倍增长，至352万台。同样大环境下，长城汽车为什么销量下滑，股价跌幅最惨，公司将面临哪些困境。1供应链成本问题供应链其实也是成本问题，供应链掌控能力较强的特斯拉2021年毛利率较上年增加4%，而长城汽车的毛利率减少了1%左右。新能源汽车的核心是电池、电机和电控，相比传统燃油车，新能源智能化程度更高，需要的芯片数量也就更多。2021年全球芯片产能断缺，大众、丰田、本田等传统巨头也因芯片问题停产。长城汽车早在去年一季度，就传出长城重庆永川、徐水两大生产基地停产，涉及的车型包括哈弗H6、长城炮及坦克300等车型。其次是电池问题。对于长城汽车来说，旗下本身有蜂巢能源这个电池新贵，在产能上没有太大的问题。但作为电池上游的材料碳酸锂价格从去年11月份的18万/吨，一路暴涨至50万元/吨。对于一辆续航300公里的电车来说，成本增加约5000元，成本暴涨导致长城要承受更高的成本压力。那么到这里，基本可以确定一个问题，停产不仅仅是买不到材料的问题，而是成本太高，卖车不赚钱。例如，比亚迪，2021年销量60.38万台，本土车商中市占率第一，但是2161.42亿元的营收中，却只有30.45亿元的净利润（含补贴款）。而长城汽车的情况也差不多，2021年营业收","listText":"过去一年时间里，对于魏建军来说是幸运的，其执掌的长城汽车赶上新能源大风口，市值站上6000亿元，一举成为河北首富。然而好景并不长，自2021年10月份以来，长城汽车股价高位至今已经腰斩再腰斩，市值缩水超4000亿元。在年报中，长城汽车写下了\"预计2045年，长城汽车将全面实现碳中和\"的美好愿景。赶紧打开计算器算了一下，23年以后的事情了，新能源汽车的故事能不能讲到2025年都是个问题。3月30日，长城汽车公布了2021年财报，年度扣非净利润增长仅9.55%；第四季度扣非净利润下滑71.93%。主营业务利润下滑的同时，对应的是本土新能源汽车销量翻倍增长，至352万台。同样大环境下，长城汽车为什么销量下滑，股价跌幅最惨，公司将面临哪些困境。1供应链成本问题供应链其实也是成本问题，供应链掌控能力较强的特斯拉2021年毛利率较上年增加4%，而长城汽车的毛利率减少了1%左右。新能源汽车的核心是电池、电机和电控，相比传统燃油车，新能源智能化程度更高，需要的芯片数量也就更多。2021年全球芯片产能断缺，大众、丰田、本田等传统巨头也因芯片问题停产。长城汽车早在去年一季度，就传出长城重庆永川、徐水两大生产基地停产，涉及的车型包括哈弗H6、长城炮及坦克300等车型。其次是电池问题。对于长城汽车来说，旗下本身有蜂巢能源这个电池新贵，在产能上没有太大的问题。但作为电池上游的材料碳酸锂价格从去年11月份的18万/吨，一路暴涨至50万元/吨。对于一辆续航300公里的电车来说，成本增加约5000元，成本暴涨导致长城要承受更高的成本压力。那么到这里，基本可以确定一个问题，停产不仅仅是买不到材料的问题，而是成本太高，卖车不赚钱。例如，比亚迪，2021年销量60.38万台，本土车商中市占率第一，但是2161.42亿元的营收中，却只有30.45亿元的净利润（含补贴款）。而长城汽车的情况也差不多，2021年营业收","text":"过去一年时间里，对于魏建军来说是幸运的，其执掌的长城汽车赶上新能源大风口，市值站上6000亿元，一举成为河北首富。然而好景并不长，自2021年10月份以来，长城汽车股价高位至今已经腰斩再腰斩，市值缩水超4000亿元。在年报中，长城汽车写下了\"预计2045年，长城汽车将全面实现碳中和\"的美好愿景。赶紧打开计算器算了一下，23年以后的事情了，新能源汽车的故事能不能讲到2025年都是个问题。3月30日，长城汽车公布了2021年财报，年度扣非净利润增长仅9.55%；第四季度扣非净利润下滑71.93%。主营业务利润下滑的同时，对应的是本土新能源汽车销量翻倍增长，至352万台。同样大环境下，长城汽车为什么销量下滑，股价跌幅最惨，公司将面临哪些困境。1供应链成本问题供应链其实也是成本问题，供应链掌控能力较强的特斯拉2021年毛利率较上年增加4%，而长城汽车的毛利率减少了1%左右。新能源汽车的核心是电池、电机和电控，相比传统燃油车，新能源智能化程度更高，需要的芯片数量也就更多。2021年全球芯片产能断缺，大众、丰田、本田等传统巨头也因芯片问题停产。长城汽车早在去年一季度，就传出长城重庆永川、徐水两大生产基地停产，涉及的车型包括哈弗H6、长城炮及坦克300等车型。其次是电池问题。对于长城汽车来说，旗下本身有蜂巢能源这个电池新贵，在产能上没有太大的问题。但作为电池上游的材料碳酸锂价格从去年11月份的18万/吨，一路暴涨至50万元/吨。对于一辆续航300公里的电车来说，成本增加约5000元，成本暴涨导致长城要承受更高的成本压力。那么到这里，基本可以确定一个问题，停产不仅仅是买不到材料的问题，而是成本太高，卖车不赚钱。例如，比亚迪，2021年销量60.38万台，本土车商中市占率第一，但是2161.42亿元的营收中，却只有30.45亿元的净利润（含补贴款）。而长城汽车的情况也差不多，2021年营业收","images":[{"img":"https://static.tigerbbs.com/4db6896bf5f55e726b5d7756fed3406c"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613040700","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613193962,"gmtCreate":1649746932078,"gmtModify":1649746932078,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>不知道现在芒格是怎么想的....有一种拿破仑折戟俄罗斯的感觉哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>不知道现在芒格是怎么想的....有一种拿破仑折戟俄罗斯的感觉哈哈哈哈","text":"$阿里巴巴(BABA)$不知道现在芒格是怎么想的....有一种拿破仑折戟俄罗斯的感觉哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613193962","isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634723361,"gmtCreate":1647701447653,"gmtModify":1647701447653,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"波动太大了","listText":"波动太大了","text":"波动太大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634723361","repostId":"634487631","repostType":1,"isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631259879,"gmtCreate":1644804414330,"gmtModify":1644804414330,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SISI\">$尚高生命科学(SISI)$</a>建个小仓，期待股价可以拉起来，这公司可太有的研究了，宝藏潜力股预定！","listText":"<a href=\"https://laohu8.com/S/SISI\">$尚高生命科学(SISI)$</a>建个小仓，期待股价可以拉起来，这公司可太有的研究了，宝藏潜力股预定！","text":"$尚高生命科学(SISI)$建个小仓，期待股价可以拉起来，这公司可太有的研究了，宝藏潜力股预定！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631259879","isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873207478,"gmtCreate":1636943785794,"gmtModify":1636944549409,"author":{"id":"4100046739963200","authorId":"4100046739963200","name":"迷茫之武僧","avatar":"https://static.tigerbbs.com/6d9ae78cd8c33ba808bd8f7785b91f3f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100046739963200","idStr":"4100046739963200"},"themes":[],"htmlText":"也不是没机会吧","listText":"也不是没机会吧","text":"也不是没机会吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873207478","repostId":"873043709","repostType":1,"repost":{"id":873043709,"gmtCreate":1636811292445,"gmtModify":1636817599122,"author":{"id":"4099914234939030","authorId":"4099914234939030","name":"响亮的鞭炮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099914234939030","idStr":"4099914234939030"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>疫情后还有戏吗","listText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>疫情后还有戏吗","text":"$优客工场(UK)$疫情后还有戏吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873043709","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}