铁蛋子888的个人主页 - 老虎社区

铁蛋子888

铁蛋子888

金融行业从业十五年

IP属地：江西

39关注

256粉丝

1主题

0勋章

03-12 15:15

我平仓了$西方石油(OXY)$ ,来看看我最新分享的订单！

03-12 15:15

我开仓了$TSLA 20250620 100.0 PUT$ ,卖手put

03-07

我开仓了$西方石油(OXY)$ ,来看看我最新分享的订单！

03-07

我平仓了$阿里巴巴-W(09988)$ ,来看看我最新分享的订单！

03-07

我开仓了$Riot Platforms(RIOT)$ ,来看看我最新分享的订单！

03-07

我开仓了$阿里巴巴-W(09988)$ ,来看看我最新分享的订单！

03-06

我开仓了$阿里巴巴-W(09988)$ ,买入，充

03-06

我开仓了$阿里巴巴-W(09988)$ ,看好

03-04

我平仓了$CleanSpark, Inc.(CLSK)$ ,做t

03-04

我开仓了$CleanSpark, Inc.(CLSK)$ ,做波段

2024-09-17

我平仓了$MARA 20240920 14.0 PUT$ ,来看看我最新分享的订单！

2024-09-03

我开仓了$CleanSpark, Inc.(CLSK)$ ,来看看我最新分享的订单！

2024-08-26

我开仓了$CLSK 20240830 12.5 PUT$ ,卖点put

2024-08-24

我平仓了$SOFI 20240823 6.5 PUT$ ,没有买到，价格低了

2024-08-24

我平仓了$RIOT 20240823 8.5 PUT$ ,刚好没有买到。。。到期了

2024-08-24

我平仓了$CLSK 20240823 13.5 PUT$ ,到期了。。

2024-08-24

我开仓了$CleanSpark, Inc.(CLSK)$ ,到期行权了，买入一百股

2024-08-22

我开仓了$CLSK 20240906 15.0 CALL$ ,来看看我最新分享的订单！

2024-08-17

我平仓了$CIFR 20240816 7.0 CALL$ ,卖call到期，未行权。

2024-08-17

我平仓了$MARA 20240816 18.0 CALL$ ,到期。

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,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410935718875328","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410826482733480,"gmtCreate":1741328054542,"gmtModify":1741329285857,"author":{"id":"4126592461930742","authorId":"4126592461930742","name":"铁蛋子888","avatar":"https://static.tigerbbs.com/6f4e4a252767486fffbed37465be7869","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126592461930742","authorIdStr":"4126592461930742"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了$阿里巴巴-W(09988)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410826482733480","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410798990844256,"gmtCreate":1741321263212,"gmtModify":1741322750899,"author":{"id":"4126592461930742","authorId":"4126592461930742","name":"铁蛋子888","avatar":"https://static.tigerbbs.com/6f4e4a252767486fffbed37465be7869","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126592461930742","authorIdStr":"4126592461930742"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/RIOT\">$Riot Platforms(RIOT)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了<a href=\"https://laohu8.com/S/RIOT\">$Riot Platforms(RIOT)$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了$Riot Platforms(RIOT)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410798990844256","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410798557339992,"gmtCreate":1741321253104,"gmtModify":1741328178991,"author":{"id":"4126592461930742","authorId":"4126592461930742","name":"铁蛋子888","avatar":"https://static.tigerbbs.com/6f4e4a252767486fffbed37465be7869","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126592461930742","authorIdStr":"4126592461930742"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了$阿里巴巴-W(09988)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410798557339992","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542158199292320","authorId":"3542158199292320","name":"吴佰旺","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3542158199292320","authorIdStr":"3542158199292320"},"content":"这是国家意志跌不下来的","text":"这是国家意志跌不下来的","html":"这是国家意志跌不下来的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410479405785464,"gmtCreate":1741224659805,"gmtModify":1741230066120,"author":{"id":"4126592461930742","authorId":"4126592461930742","name":"铁蛋子888","avatar":"https://static.tigerbbs.com/6f4e4a252767486fffbed37465be7869","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126592461930742","authorIdStr":"4126592461930742"},"themes":[],"htmlText":"我开仓了<a 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被戏称为“造车三傻”的蔚小理在2023年一季度出现了同一现象：汽车销售毛利率急剧下降，甚至直接转负。 如果说未来有一天，蔚小理会被两大巨头陆续卷死，那么第一个被卷死的很可能是刚刚宣布在北京正式开放城市NGP、一直“遥遥领先”的小鹏汽车。 原因很简单，蔚来与理想虽然毛利率大幅下跌，但是保住了营收，而小鹏的汽车利润率已经转负，却依然没有阻止销量连续5个季度下跌的趋势——从2021年四季度的41751辆一路下跌至今年一季度的18230辆，一季度营收更是同比近乎腰斩。 毛利率为负是什么概念呢？小鹏每卖一辆车，都是亏的，这还没算上行政、研发、销售费用三大费用。 一位高瞻远瞩的小鹏车主在懂车帝评论道：“小鹏的产品是没问题的，是非常优秀的，甚至领先同级别竞品很多，现在目前最大的问题是“品牌问题”，最直接的体现就是销量，现在大家对产品是认可的，但是影响大家的决策中，有一个很重要的就是我买完之后这个品牌会不会倒掉?” “虽然有大量现金储备不会倒掉，但是消费者不懂啊，他就觉得你卖的少，就有这个风险”这位车主还特意用括号补充了一下小鹏的现金储备。 诚然，虽然现金储备不及一些友商，但截至2023年3月31日，小鹏汽车现金及现金等价物、受限制现金、短期投资及定期存款为人民币341.2亿元，这对于新老车主来说一记定心丸。 但这颗定心丸真的好吃吗？需要仔细考虑一下。 2022年，小鹏经营现金流净流出超过80亿元；而投资活动现金流虽然净流入48亿元，但主要由于短期存款到期，对现金储备并无任何帮助，至于融资现金流，虽然是净流入，但却是由借款产生。 2022年，小鹏新增贷款超68亿元，同比增加700%，小鹏现金储备充足的背后，是已经开始大笔举债的事实。 由借款产生的债权会产生利息，这会反过来加剧小鹏汽车现金储备下降的速度，如果小鹏为了不断扩","listText":"当比亚迪和特斯拉两个龙头轮番降价PK，谁会先倒下？答案是：小弟弟们。 被戏称为“造车三傻”的蔚小理在2023年一季度出现了同一现象：汽车销售毛利率急剧下降，甚至直接转负。 如果说未来有一天，蔚小理会被两大巨头陆续卷死，那么第一个被卷死的很可能是刚刚宣布在北京正式开放城市NGP、一直“遥遥领先”的小鹏汽车。 原因很简单，蔚来与理想虽然毛利率大幅下跌，但是保住了营收，而小鹏的汽车利润率已经转负，却依然没有阻止销量连续5个季度下跌的趋势——从2021年四季度的41751辆一路下跌至今年一季度的18230辆，一季度营收更是同比近乎腰斩。 毛利率为负是什么概念呢？小鹏每卖一辆车，都是亏的，这还没算上行政、研发、销售费用三大费用。 一位高瞻远瞩的小鹏车主在懂车帝评论道：“小鹏的产品是没问题的，是非常优秀的，甚至领先同级别竞品很多，现在目前最大的问题是“品牌问题”，最直接的体现就是销量，现在大家对产品是认可的，但是影响大家的决策中，有一个很重要的就是我买完之后这个品牌会不会倒掉?” “虽然有大量现金储备不会倒掉，但是消费者不懂啊，他就觉得你卖的少，就有这个风险”这位车主还特意用括号补充了一下小鹏的现金储备。 诚然，虽然现金储备不及一些友商，但截至2023年3月31日，小鹏汽车现金及现金等价物、受限制现金、短期投资及定期存款为人民币341.2亿元，这对于新老车主来说一记定心丸。 但这颗定心丸真的好吃吗？需要仔细考虑一下。 2022年，小鹏经营现金流净流出超过80亿元；而投资活动现金流虽然净流入48亿元，但主要由于短期存款到期，对现金储备并无任何帮助，至于融资现金流，虽然是净流入，但却是由借款产生。 2022年，小鹏新增贷款超68亿元，同比增加700%，小鹏现金储备充足的背后，是已经开始大笔举债的事实。 由借款产生的债权会产生利息，这会反过来加剧小鹏汽车现金储备下降的速度，如果小鹏为了不断扩","text":"当比亚迪和特斯拉两个龙头轮番降价PK，谁会先倒下？答案是：小弟弟们。 被戏称为“造车三傻”的蔚小理在2023年一季度出现了同一现象：汽车销售毛利率急剧下降，甚至直接转负。 如果说未来有一天，蔚小理会被两大巨头陆续卷死，那么第一个被卷死的很可能是刚刚宣布在北京正式开放城市NGP、一直“遥遥领先”的小鹏汽车。 原因很简单，蔚来与理想虽然毛利率大幅下跌，但是保住了营收，而小鹏的汽车利润率已经转负，却依然没有阻止销量连续5个季度下跌的趋势——从2021年四季度的41751辆一路下跌至今年一季度的18230辆，一季度营收更是同比近乎腰斩。 毛利率为负是什么概念呢？小鹏每卖一辆车，都是亏的，这还没算上行政、研发、销售费用三大费用。 一位高瞻远瞩的小鹏车主在懂车帝评论道：“小鹏的产品是没问题的，是非常优秀的，甚至领先同级别竞品很多，现在目前最大的问题是“品牌问题”，最直接的体现就是销量，现在大家对产品是认可的，但是影响大家的决策中，有一个很重要的就是我买完之后这个品牌会不会倒掉?” “虽然有大量现金储备不会倒掉，但是消费者不懂啊，他就觉得你卖的少，就有这个风险”这位车主还特意用括号补充了一下小鹏的现金储备。 诚然，虽然现金储备不及一些友商，但截至2023年3月31日，小鹏汽车现金及现金等价物、受限制现金、短期投资及定期存款为人民币341.2亿元，这对于新老车主来说一记定心丸。 但这颗定心丸真的好吃吗？需要仔细考虑一下。 2022年，小鹏经营现金流净流出超过80亿元；而投资活动现金流虽然净流入48亿元，但主要由于短期存款到期，对现金储备并无任何帮助，至于融资现金流，虽然是净流入，但却是由借款产生。 2022年，小鹏新增贷款超68亿元，同比增加700%，小鹏现金储备充足的背后，是已经开始大笔举债的事实。 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