白滔的个人主页 - 老虎社区

白滔

就是玩

IP属地：北京

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12-24 16:11

$拼多多(PDD)$

$腾讯控股(00700)$ 多多群狼环伺啊，腾讯上线蓝包，本质是社交电商。会不会对拼多多早成冲击呢？虽然拼多多是否早已脱离社交属性，微信拼单成交量占比几何？腾讯社交电商客单价又如何？第一波受到腾讯冲击的可能是天猫超市or京东自营or官方海外购？因为当前有能力开发小店的基本都是品牌官方店腾讯的视频号➕蓝包能否杀出重围？直播电商是否会受到冲击？尤其是轻奢品类、潮玩盲盒品类？$阿里巴巴(BABA)$ $京东集团-SW(09618)$

12-20

上险才是国内消费端最真实的数据，君不见出海的比亚迪汉$理想汽车(LI)$ $比亚迪股份(01211)$

理想周销量榜再起争议，理想回应：上险量是最准的汽车销量数据

12-19

$Tradr 2X Short TSLA Daily ETF(TSLQ)$ 先卖出部分，锁定部分收益，可能要回调

12-17

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ 买一手看看

12-10

$PDD 20250117 120.0 CALL$ 先卖出观望一下

10-08

$理想汽车(LI)$ 短期有点贵，长期来看价格不算高。月销量仅次于特斯拉，在细分市场中暂无对手。

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href=https://tech.ifeng.com/c/8fSqe3VKLec><strong>三言财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>三言科技 12月20日消息，日前理想汽车发布了第50周（12.9-12.15）新势力销量榜单，再次引发对周销量榜单数据真实性的讨论。有人表示销量的统计口径有很多，比如生产量、批发量、交付量、上险量等等吧。多少有点财务常识的都知道，财报上那个销量是交付量，是公司确认收款的，其实就是各个公司每个月公布的月销量，这个是经过财务审计的。至于上险量，确实在几个口径中是最不权威的。理想汽车员工“硬哥”转发了...</p>\n\n<a href=\"https://tech.ifeng.com/c/8fSqe3VKLec\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4563":"昨日强势股","BK4503":"景林资产持仓","BK4585":"ETF&股票定投概念","BK4551":"寇图资本持仓","BK4555":"新能源车","BK4588":"碎股","BK4526":"热门中概股","LI":"理想汽车","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://tech.ifeng.com/c/8fSqe3VKLec","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492833450","content_text":"三言科技 12月20日消息，日前理想汽车发布了第50周（12.9-12.15）新势力销量榜单，再次引发对周销量榜单数据真实性的讨论。有人表示销量的统计口径有很多，比如生产量、批发量、交付量、上险量等等吧。多少有点财务常识的都知道，财报上那个销量是交付量，是公司确认收款的，其实就是各个公司每个月公布的月销量，这个是经过财务审计的。至于上险量，确实在几个口径中是最不权威的。理想汽车员工“硬哥”转发了去年的一条微博回应了质疑。“硬哥”指出上险量是最准的汽车销量数据。他表示上险量是新车上交强险的数量，是一个更有价值的终端销量参考数据，因为车卖出去才能上险而且必须上险，所以数据没有延迟，可以说是最真实的交付数据，而不是卖给经销商的压货数据。不过，“硬哥”指出上险量的数据目前还是有一点干扰因素，就是厂家或4S店的试驾车，在新车交付前后那段时间，全国可能会有大几百甚至上千辆的试驾车上险，但长期来看影响不大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383100229267496,"gmtCreate":1734559447263,"gmtModify":1734572421048,"author":{"id":"4134525890716810","authorId":"4134525890716810","name":"白滔","avatar":"https://static.tigerbbs.com/ebffcdaa2cc20bd24f96c207fff427ed","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134525890716810","authorIdStr":"4134525890716810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLQ\">$Tradr 2X Short TSLA Daily 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先卖出部分，锁定部分收益，可能要回调","images":[{"img":"https://static.tigerbbs.com/b975087e50bfdb8b53a80fce4da78d80","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/383100229267496","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":383560041476144,"gmtCreate":1734673298985,"gmtModify":1734673300342,"author":{"id":"4134525890716810","authorId":"4134525890716810","name":"白滔","avatar":"https://static.tigerbbs.com/ebffcdaa2cc20bd24f96c207fff427ed","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134525890716810","authorIdStr":"4134525890716810"},"themes":[],"htmlText":"上险才是国内消费端最真实的数据，君不见出海的比亚迪汉<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$&nbsp;</a>&nbsp;","listText":"上险才是国内消费端最真实的数据，君不见出海的比亚迪汉<a 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href=\"https://laohu8.com/S/LI\">理想汽车</a>发布了第50周（12.9-12.15）新势力销量榜单，再次引发对周销量榜单数据真实性的讨论。</p><p>有人表示销量的统计口径有很多，比如生产量、批发量、交付量、上险量等等吧。多少有点财务常识的都知道，财报上那个销量是交付量，是公司确认收款的，其实就是各个公司每个月公布的月销量，这个是经过财务审计的。至于上险量，确实在几个口径中是最不权威的。</p><p>理想汽车员工“硬哥”转发了去年的一条微博回应了质疑。</p><p>“硬哥”指出上险量是最准的汽车销量数据。他表示上险量是新车上交强险的数量，是一个更有价值的终端销量参考数据，因为车卖出去才能上险而且必须上险，所以数据没有延迟，可以说是最真实的交付数据，而不是卖给经销商的压货数据。</p><p>不过，“硬哥”指出上险量的数据目前还是有一点干扰因素，就是厂家或4S店的试驾车，在新车交付前后那段时间，全国可能会有大几百甚至上千辆的试驾车上险，但长期来看影响不大。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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12月20日消息，日前理想汽车发布了第50周（12.9-12.15）新势力销量榜单，再次引发对周销量榜单数据真实性的讨论。有人表示销量的统计口径有很多，比如生产量、批发量、交付量、上险量等等吧。多少有点财务常识的都知道，财报上那个销量是交付量，是公司确认收款的，其实就是各个公司每个月公布的月销量，这个是经过财务审计的。至于上险量，确实在几个口径中是最不权威的。理想汽车员工“硬哥”转发了...</p>\n\n<a href=\"https://tech.ifeng.com/c/8fSqe3VKLec\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4563":"昨日强势股","BK4503":"景林资产持仓","BK4585":"ETF&股票定投概念","BK4551":"寇图资本持仓","BK4555":"新能源车","BK4588":"碎股","BK4526":"热门中概股","LI":"理想汽车","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://tech.ifeng.com/c/8fSqe3VKLec","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492833450","content_text":"三言科技 12月20日消息，日前理想汽车发布了第50周（12.9-12.15）新势力销量榜单，再次引发对周销量榜单数据真实性的讨论。有人表示销量的统计口径有很多，比如生产量、批发量、交付量、上险量等等吧。多少有点财务常识的都知道，财报上那个销量是交付量，是公司确认收款的，其实就是各个公司每个月公布的月销量，这个是经过财务审计的。至于上险量，确实在几个口径中是最不权威的。理想汽车员工“硬哥”转发了去年的一条微博回应了质疑。“硬哥”指出上险量是最准的汽车销量数据。他表示上险量是新车上交强险的数量，是一个更有价值的终端销量参考数据，因为车卖出去才能上险而且必须上险，所以数据没有延迟，可以说是最真实的交付数据，而不是卖给经销商的压货数据。不过，“硬哥”指出上险量的数据目前还是有一点干扰因素，就是厂家或4S店的试驾车，在新车交付前后那段时间，全国可能会有大几百甚至上千辆的试驾车上险，但长期来看影响不大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384974734717408,"gmtCreate":1735027917140,"gmtModify":1735029795155,"author":{"id":"4134525890716810","authorId":"4134525890716810","name":"白滔","avatar":"https://static.tigerbbs.com/ebffcdaa2cc20bd24f96c207fff427ed","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134525890716810","authorIdStr":"4134525890716810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v 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