+关注
徐家小妹萌萌哒
暂无个人介绍
IP属地:北京
41
关注
52
粉丝
1
主题
0
勋章
主贴
热门
徐家小妹萌萌哒
05-22
$拼多多(PDD)$
上次财报先暴涨然后暴跌,这次反着来
徐家小妹萌萌哒
05-18
$Faraday Future(FFIE)$
感觉meme股只要颓势一出来就回止不住跌
徐家小妹萌萌哒
05-14
$游戏驿站(GME)$
不是,你玩真的啊
徐家小妹萌萌哒
05-10
$Oklo Inc.(OKLO)$
为什么无法交易
徐家小妹萌萌哒
03-20
$拼多多(PDD)$
那个500万看空期权的哥呢
徐家小妹萌萌哒
03-19
$拼多多(PDD)$
怎么拼多多全是大单看跌期权,是老外有什么内幕消息吗
徐家小妹萌萌哒
03-05
$MicroStrategy Incorporated(MSTR)$
为什么我会买到
$Marathon Digital Holdings Inc(MARA)$
这个垃圾[流泪] [流泪] [流泪]
徐家小妹萌萌哒
03-04
$Marathon Digital Holdings Inc(MARA)$
怎么拉成这个样子
徐家小妹萌萌哒
02-22
$美国超微公司(AMD)$
跟大哥比起来太差劲了,枉我在你上面浪费几年青春[流泪] [流泪] 人生能有几次碰到英伟达
徐家小妹萌萌哒
2023-01-19
nikola不是骗子公司吗?
老虎锐评 | 除了特斯拉,美国其它造车新势力为啥起不来?
徐家小妹萌萌哒
2021-12-06
**老黄
【异动】英伟达盘前跌超3%,黄仁勋于上周出售股份
徐家小妹萌萌哒
2021-03-12
$亿邦国际(EBON)$
嘉楠,都涨50个点了,这垃圾还没回去。
徐家小妹萌萌哒
2021-03-04
$纳斯达克(.IXIC)$
别别跌了别跌了[流泪] [流泪] [流泪]
徐家小妹萌萌哒
2021-02-22
$AMD(AMD)$
怎么回事呀,今年以来一直跌
徐家小妹萌萌哒
2021-02-17
$AMD(AMD)$
这是横了多久了,英伟达都涨
徐家小妹萌萌哒
2021-02-10
$Tilray Inc.(TLRY)$
大盘跃跃欲跳
徐家小妹萌萌哒
2021-01-29
$晶科能源(JKS)$
你看看
$昱辉阳光(SOL)$
再看看你,垃圾李仙德
徐家小妹萌萌哒
2021-01-29
$Property Solutions Acquisition Corp(PSAC)$
25跑了,老贾毕竟这个人人品还是不好。
徐家小妹萌萌哒
2021-01-28
$游戏驿站(GME)$
480挂的空单为什么说当前合约不允许做空
徐家小妹萌萌哒
2021-01-28
$晶科能源(JKS)$
晶科能源每天都是这种脑淤血走势,是不是那个国老在出货了。这也太恶心了
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"52264971602181","uuid":"52264971602181","gmtCreate":1452087171981,"gmtModify":1495776803399,"name":"徐家小妹萌萌哒","pinyin":"xjxmmmdxujiaxiaomeimengmengda","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":52,"headSize":41,"tweetSize":77,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5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":5,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.23%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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":"2021.12.21","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":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.07%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":308635405521160,"gmtCreate":1716378188517,"gmtModify":1716378190184,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>上次财报先暴涨然后暴跌,这次反着来","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>上次财报先暴涨然后暴跌,这次反着来","text":"$拼多多(PDD)$ 上次财报先暴涨然后暴跌,这次反着来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308635405521160","isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306915696468000,"gmtCreate":1715965160842,"gmtModify":1715965162086,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>感觉meme股只要颓势一出来就回止不住跌","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>感觉meme股只要颓势一出来就回止不住跌","text":"$Faraday Future(FFIE)$ 感觉meme股只要颓势一出来就回止不住跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306915696468000","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305768871543072,"gmtCreate":1715685282482,"gmtModify":1715685283837,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>不是,你玩真的啊","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>不是,你玩真的啊","text":"$游戏驿站(GME)$ 不是,你玩真的啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305768871543072","isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304394819584304,"gmtCreate":1715336673863,"gmtModify":1715336675354,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$ </a>为什么无法交易","listText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$ </a>为什么无法交易","text":"$Oklo Inc.(OKLO)$ 为什么无法交易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304394819584304","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286324480163936,"gmtCreate":1710930992649,"gmtModify":1710930993851,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>那个500万看空期权的哥呢","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>那个500万看空期权的哥呢","text":"$拼多多(PDD)$ 那个500万看空期权的哥呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/286324480163936","isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573474783379369","authorId":"3573474783379369","name":"HeyBrand","avatar":"https://static.tigerbbs.com/3325914ad9baf84870e8fa3804aadc07","crmLevel":3,"crmLevelSwitch":0,"idStr":"3573474783379369","authorIdStr":"3573474783379369"},"content":"现在可以满仓干多pdd.","text":"现在可以满仓干多pdd.","html":"现在可以满仓干多pdd."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286075757310128,"gmtCreate":1710861131149,"gmtModify":1710908504412,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>怎么拼多多全是大单看跌期权,是老外有什么内幕消息吗","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>怎么拼多多全是大单看跌期权,是老外有什么内幕消息吗","text":"$拼多多(PDD)$ 怎么拼多多全是大单看跌期权,是老外有什么内幕消息吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286075757310128","isVote":1,"tweetType":1,"viewCount":1911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280790321053816,"gmtCreate":1709581382237,"gmtModify":1709589634827,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$ </a>为什么我会买到<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a>这个垃圾[流泪] [流泪] [流泪] ","listText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$ </a>为什么我会买到<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a>这个垃圾[流泪] [流泪] [流泪] ","text":"$MicroStrategy Incorporated(MSTR)$ 为什么我会买到$Marathon Digital Holdings Inc(MARA)$ 这个垃圾[流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280790321053816","isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280698394603768,"gmtCreate":1709558989456,"gmtModify":1709558990608,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a>怎么拉成这个样子","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a>怎么拉成这个样子","text":"$Marathon Digital Holdings Inc(MARA)$ 怎么拉成这个样子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280698394603768","isVote":1,"tweetType":1,"viewCount":1678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276768012431648,"gmtCreate":1708599468076,"gmtModify":1708599469256,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>跟大哥比起来太差劲了,枉我在你上面浪费几年青春[流泪] [流泪] 人生能有几次碰到英伟达","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>跟大哥比起来太差劲了,枉我在你上面浪费几年青春[流泪] [流泪] 人生能有几次碰到英伟达","text":"$美国超微公司(AMD)$ 跟大哥比起来太差劲了,枉我在你上面浪费几年青春[流泪] [流泪] 人生能有几次碰到英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276768012431648","isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626610589,"gmtCreate":1674098080741,"gmtModify":1674098084350,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"nikola不是骗子公司吗?","listText":"nikola不是骗子公司吗?","text":"nikola不是骗子公司吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626610589","repostId":"1166333429","repostType":2,"repost":{"id":"1166333429","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673447105,"share":"https://www.laohu8.com/m/news/1166333429?lang=&edition=full","pubTime":"2023-01-11 22:25","market":"us","language":"zh","title":"老虎锐评 | 除了特斯拉,美国其它造车新势力为啥起不来?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166333429","media":"老虎锐评","summary":"相较于闹哄哄的国内造车新势力,美国就非常冷清了。","content":"<html><head></head><body><p><b>谈谈美国的造车新势力</b></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在中国大幅降价后,引发了资本市场很多讨论。原来以为特斯拉会在美国也火速跟进降价,但是到目前为止还没有发生。我个人认为特斯拉在美国降价会发生,但是从特斯拉不着急的态度来看,特斯拉在美国的库存压力可能稍微小一点。</p><p>中国群雄四起的造车新势力,很容易让人联想到中国市场上的Android手机格局。这几年Android手机的厂商应该是少多了,几年前国产Android手机厂商多如牛毛,据说有的Android手机厂商为了销量把毛利做到50元人民币,但这些手机厂商最后消失了。当年也有冲击高端市场的Android手机厂商,比方说著名的锤子手机,但最后也是无功而返。毫不客气说,今天国内的造车新势力,就在复制当年国产Android手机的虚假繁荣。</p><p>相较于闹哄哄的国内造车新势力,美国就非常冷清了。除了传统车企努力在往EV转型过程中外和特斯拉以外,现在上市的有4个:NKLA、LCID、RIVN和FFIE,这4家至少有2家在资本市场被认为存在很大问题。市值最大的是Rivian,现在还有$150亿。关于Rivian一上市我就判断有水分的分析放在最后。美国的造车新势力格局也很像美国的Android手机厂商格局,毫无存在感。从全世界来看,说特斯拉是电动车里面的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,一点都不为过。</p><p>为什么美国的新的造车势力起不来,从高维度分析有3个原因。</p><p><b>1,供应链的问题。</b>Rivian在2022年一共制造了不到25,000辆车,交付了大约20,000辆车。Lucid到现在也不公布它的2022年交付量,新闻媒体说今年应该可以生产6,000-7,000辆车。Rivian把产量上不去的原因部分归结于供应链问题,言下之意是它们拿不到零部件组装。这个完全可以理解,就像美国要开一个Android手机厂商,也会遇到拿不到零部件的问题,因为上游被中国基本上控制了。中国目前提炼世界上33%的镍,70%的锂和钴,99%的锰。</p><p>所以从这个角度来看,特斯拉当年在中国布局就非常明智了,市场和上游都能接触到。特斯拉的策略也很像苹果,尽管一定程度上受制于供应链,但是会尽可能自主研发。苹果手机的芯片是自己搞,特斯拉的电池也是自己搞,两者都不会完全依赖于供应链。自己搞的比例越大,成本就容易下去。去年车企普遍存在“缺芯”问题的时候,特斯拉的问题反而是最轻的。</p><p>所以从这个角度来看,美国的造车新势力,在美国的供应链建立起来之前,几乎是不可能发展起来的。产量很难上去,而产量上不去也就意味着成本下不来。</p><p><b>2,人才的问题。</b>特斯拉在发展过程中,曾经闹过一次高管纷纷离职,大概是2016-2017年。但是之后,人才就非常固定了。这批人,很多都是跟着特斯拉一起打江山的技术人员,这些技术人员对EV的整个发展都是了如指掌,可以说是世界最前沿。但是其他电动车新势力就很难有这样的人了,你别看Rivian上市融资了那么多,当年那么有钱,但是我就没听说过一个特斯拉高管从特斯拉转投Rivian的(有已经离职的特斯拉高管转投Rivian)。我相信Rivian肯定想挖人,但是没有成功。</p><p><img src=\"https://static.tigerbbs.com/dc15c49bde5efa935f066237068b5e6a\" tg-width=\"421\" tg-height=\"145\" referrerpolicy=\"no-referrer\"/></p><p>下表是我们搜集的特斯拉的技术高管的任职时间,团队很稳定。的确,对于他们个人来说,待在特斯拉也是最佳选择。如果当初真的贪图Rivian上市的股票,估计现在肠子都悔青了。</p><p>倒是2016-2017年离职的那批人,最后都没什么好的归宿,比方说Nick Sampson离开特斯拉加入了FFIE,待了5年不到也离开了。最近刚加入BCG成为电动车咨询师,估计也是靠当年在特斯拉的经历。</p><p><b>3,美国造成新势力的CEO缺乏人设。</b>成功的科技公司,无论是不是电动车行业,都需要一个人设很强的CEO,这是灵魂。苹果的乔布斯,<a href=\"https://laohu8.com/S/MSFT\">微软</a>的盖茨,都为了这个品牌增色不少。中国的电动三宝的3个CEO人设也很强,所以也是能够活到今天的重要原因。人设很强的CEO,能够引来资金,能够引来人才,更能够让整个供应链配合公司。</p><p>但是美国的造车新势力,无论是Rivian还是Lucid,CEO的存在感很低。不是说我对他们不了解,看看他们的维基百科个人介绍的长度就知道了。相较而言,对于一分钱广告都不投入的特斯拉,就凭借着天天制造话题,树立了非常强的人设,这对于特斯拉的成功功不可没。</p><p>中国的造车新势力会逐步进入整合阶段,而美国的造车新势力估计很难有存在感。</p><p><b>2021年11月10日,星期三:Rivian今日上市,估值$770亿 </b></p><p>本月初的时候,Rivian的IPO指导价是$57-62,到上周五的时候,IPO指导价提高到$72-74。昨晚的最后定价是$78,公司预计从市场融资$120亿。这个融资规模,能在美国历史上排到第6或者第7名(看绿鞋的情况)。第1名还是由<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>占据,当年融资$210亿。和阿里巴巴不一样的是,这家公司到目前为止,依然是0收入,说是一家PPT公司也不为过(下图,来自于公司最新S1)。</p><p><img src=\"https://static.tigerbbs.com/b7ce564820136ebc1f01c406213b1941\" tg-width=\"880\" tg-height=\"205\" referrerpolicy=\"no-referrer\"/></p><p>这家公司最大的卖点,就是<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的入股和支持,与其说这家公司的名字是Rivian,倒不如说是Amazon EV。我相信大部分机构抢购这家公司IPO,都是冲着亚马逊去的。亚马逊正在建立自己的快递车队,同时又承诺环境保护,Rivian的出现无疑和亚马逊的发展方向完美契合。Rivian承诺今年底会推出针对亚马逊的电动车,亚马逊也向Rivian订购了10万辆车。</p><p>大家都以为亚马逊是这家公司最大的卖点,但亚马逊其实是这家公司最大的软肋。</p><p>初创公司,特别是电动车初创公司,公司的创始人是一个标志性的“资产”。特斯拉的马斯克,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的李斌,理想的李想,小鹏的何小鹏,甚至是法拉第的贾老板,每个人都是电动汽车的“脸面”。不光是因为这些创始人都有自己的传奇故事,更重要的是,面对电动车这种烧钱多见效慢的企业,无论是面对企业内部员工还是外部投资人,必须要一个强有力的人坐镇才行。多少股东曾经想和马斯克撕破脸,多少内部员工到处黑特斯拉的工作环境和马斯克的独断专行,但最后在马斯克的铁血统治下,公司依旧能够顺利前行。</p><p>除了创始人本身的魅力要足够大之外,公司的股权/投票权,必须要赋予创始人足够多的权力。</p><p>马斯克虽然只拥有约23%的股权/投票权,但是他通过一些列复杂的法律手段,保证了他对公司的绝对控制。中国的电动三宝就更不用说了,李斌的投票权39.3%,李想的投票权71%,何小鹏的投票权56.6%。再来看看Rivian的持股结构(下图),创始人Robert J. Scaringe在IPO之后,占股2%(A+B),投票权9.5%。无论是从利益分配,还是公司控制上,完全看不到创始人的动力。干得好,是为了其它大股东打工,干得不好,随时被各种大股东炒鱿鱼。千万别小看创始人持股或者控制权力,亏损企业能够一直在精神上打着鸡血前行,全靠股权上对创始人的刺激。</p><p><img src=\"https://static.tigerbbs.com/b150beeccc8da9dc36245803d737b0e8\" tg-width=\"917\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/>除了创始人的股权过少外,亚马逊的持股数量更尴尬。</p><p>这个IPO最大的卖点之一,就是亚马逊和Rivian的10万辆车的合同。但仔细看S1文件,就会发现这个合同只是一个框架而已,并没有价格和数量的约束。(The EDV Agreement does not contain a minimum order quantity or minimum purchase requirements.)</p><p>很显然,亚马逊并非敞开胸怀拥抱Rivian,不然持股比例不可能只有20%左右。电动车是一个烧钱的行业大家都知道,要All-In是不可能的,但亚马逊又不愿意放弃战略投资,所以最后占比20%。亚马逊自认为20%的持股,进可攻退可守,但其它股东的持股决心,比亚马逊更不足。剩下的大股东持股比例也很平均。共同基金T Rowe Price(14.5%),中东投资公司Oryx不会对公司运营过度干预(12.2%),但这两家是说走就走;汽车公司Ford和Manheim (美国汽车<a href=\"https://laohu8.com/S/300959\">线上线下</a>交易平台Cox Automotive子公司)属于汽车相关行业,持股决心可能更强,但加起来持股才15%。一句话总结,大家都不愿意全力投入,都在想着自己的退路。而且一旦未来运营出现矛盾,这几家势必会玩各种宫斗剧,凑到50%的投票权。</p><p>当然,借着亚马逊的风,这家公司的股价肯定可以飞起来。但是从长远来看,无论是创始人还是大股东,全都在给自己留退路。最坏的情况,公司运营持续恶化,其它大股东不断撤离,最后亚马逊不得不被迫变成接盘侠,无限兜底。可惜,亚马逊现在还没预料到这种情况。</p></body></html>","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\" />\n<title>老虎锐评 | 除了特斯拉,美国其它造车新势力为啥起不来?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎锐评 | 除了特斯拉,美国其它造车新势力为啥起不来?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2023-01-11 22:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>谈谈美国的造车新势力</b></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在中国大幅降价后,引发了资本市场很多讨论。原来以为特斯拉会在美国也火速跟进降价,但是到目前为止还没有发生。我个人认为特斯拉在美国降价会发生,但是从特斯拉不着急的态度来看,特斯拉在美国的库存压力可能稍微小一点。</p><p>中国群雄四起的造车新势力,很容易让人联想到中国市场上的Android手机格局。这几年Android手机的厂商应该是少多了,几年前国产Android手机厂商多如牛毛,据说有的Android手机厂商为了销量把毛利做到50元人民币,但这些手机厂商最后消失了。当年也有冲击高端市场的Android手机厂商,比方说著名的锤子手机,但最后也是无功而返。毫不客气说,今天国内的造车新势力,就在复制当年国产Android手机的虚假繁荣。</p><p>相较于闹哄哄的国内造车新势力,美国就非常冷清了。除了传统车企努力在往EV转型过程中外和特斯拉以外,现在上市的有4个:NKLA、LCID、RIVN和FFIE,这4家至少有2家在资本市场被认为存在很大问题。市值最大的是Rivian,现在还有$150亿。关于Rivian一上市我就判断有水分的分析放在最后。美国的造车新势力格局也很像美国的Android手机厂商格局,毫无存在感。从全世界来看,说特斯拉是电动车里面的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,一点都不为过。</p><p>为什么美国的新的造车势力起不来,从高维度分析有3个原因。</p><p><b>1,供应链的问题。</b>Rivian在2022年一共制造了不到25,000辆车,交付了大约20,000辆车。Lucid到现在也不公布它的2022年交付量,新闻媒体说今年应该可以生产6,000-7,000辆车。Rivian把产量上不去的原因部分归结于供应链问题,言下之意是它们拿不到零部件组装。这个完全可以理解,就像美国要开一个Android手机厂商,也会遇到拿不到零部件的问题,因为上游被中国基本上控制了。中国目前提炼世界上33%的镍,70%的锂和钴,99%的锰。</p><p>所以从这个角度来看,特斯拉当年在中国布局就非常明智了,市场和上游都能接触到。特斯拉的策略也很像苹果,尽管一定程度上受制于供应链,但是会尽可能自主研发。苹果手机的芯片是自己搞,特斯拉的电池也是自己搞,两者都不会完全依赖于供应链。自己搞的比例越大,成本就容易下去。去年车企普遍存在“缺芯”问题的时候,特斯拉的问题反而是最轻的。</p><p>所以从这个角度来看,美国的造车新势力,在美国的供应链建立起来之前,几乎是不可能发展起来的。产量很难上去,而产量上不去也就意味着成本下不来。</p><p><b>2,人才的问题。</b>特斯拉在发展过程中,曾经闹过一次高管纷纷离职,大概是2016-2017年。但是之后,人才就非常固定了。这批人,很多都是跟着特斯拉一起打江山的技术人员,这些技术人员对EV的整个发展都是了如指掌,可以说是世界最前沿。但是其他电动车新势力就很难有这样的人了,你别看Rivian上市融资了那么多,当年那么有钱,但是我就没听说过一个特斯拉高管从特斯拉转投Rivian的(有已经离职的特斯拉高管转投Rivian)。我相信Rivian肯定想挖人,但是没有成功。</p><p><img src=\"https://static.tigerbbs.com/dc15c49bde5efa935f066237068b5e6a\" tg-width=\"421\" tg-height=\"145\" referrerpolicy=\"no-referrer\"/></p><p>下表是我们搜集的特斯拉的技术高管的任职时间,团队很稳定。的确,对于他们个人来说,待在特斯拉也是最佳选择。如果当初真的贪图Rivian上市的股票,估计现在肠子都悔青了。</p><p>倒是2016-2017年离职的那批人,最后都没什么好的归宿,比方说Nick Sampson离开特斯拉加入了FFIE,待了5年不到也离开了。最近刚加入BCG成为电动车咨询师,估计也是靠当年在特斯拉的经历。</p><p><b>3,美国造成新势力的CEO缺乏人设。</b>成功的科技公司,无论是不是电动车行业,都需要一个人设很强的CEO,这是灵魂。苹果的乔布斯,<a href=\"https://laohu8.com/S/MSFT\">微软</a>的盖茨,都为了这个品牌增色不少。中国的电动三宝的3个CEO人设也很强,所以也是能够活到今天的重要原因。人设很强的CEO,能够引来资金,能够引来人才,更能够让整个供应链配合公司。</p><p>但是美国的造车新势力,无论是Rivian还是Lucid,CEO的存在感很低。不是说我对他们不了解,看看他们的维基百科个人介绍的长度就知道了。相较而言,对于一分钱广告都不投入的特斯拉,就凭借着天天制造话题,树立了非常强的人设,这对于特斯拉的成功功不可没。</p><p>中国的造车新势力会逐步进入整合阶段,而美国的造车新势力估计很难有存在感。</p><p><b>2021年11月10日,星期三:Rivian今日上市,估值$770亿 </b></p><p>本月初的时候,Rivian的IPO指导价是$57-62,到上周五的时候,IPO指导价提高到$72-74。昨晚的最后定价是$78,公司预计从市场融资$120亿。这个融资规模,能在美国历史上排到第6或者第7名(看绿鞋的情况)。第1名还是由<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>占据,当年融资$210亿。和阿里巴巴不一样的是,这家公司到目前为止,依然是0收入,说是一家PPT公司也不为过(下图,来自于公司最新S1)。</p><p><img src=\"https://static.tigerbbs.com/b7ce564820136ebc1f01c406213b1941\" tg-width=\"880\" tg-height=\"205\" referrerpolicy=\"no-referrer\"/></p><p>这家公司最大的卖点,就是<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的入股和支持,与其说这家公司的名字是Rivian,倒不如说是Amazon EV。我相信大部分机构抢购这家公司IPO,都是冲着亚马逊去的。亚马逊正在建立自己的快递车队,同时又承诺环境保护,Rivian的出现无疑和亚马逊的发展方向完美契合。Rivian承诺今年底会推出针对亚马逊的电动车,亚马逊也向Rivian订购了10万辆车。</p><p>大家都以为亚马逊是这家公司最大的卖点,但亚马逊其实是这家公司最大的软肋。</p><p>初创公司,特别是电动车初创公司,公司的创始人是一个标志性的“资产”。特斯拉的马斯克,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的李斌,理想的李想,小鹏的何小鹏,甚至是法拉第的贾老板,每个人都是电动汽车的“脸面”。不光是因为这些创始人都有自己的传奇故事,更重要的是,面对电动车这种烧钱多见效慢的企业,无论是面对企业内部员工还是外部投资人,必须要一个强有力的人坐镇才行。多少股东曾经想和马斯克撕破脸,多少内部员工到处黑特斯拉的工作环境和马斯克的独断专行,但最后在马斯克的铁血统治下,公司依旧能够顺利前行。</p><p>除了创始人本身的魅力要足够大之外,公司的股权/投票权,必须要赋予创始人足够多的权力。</p><p>马斯克虽然只拥有约23%的股权/投票权,但是他通过一些列复杂的法律手段,保证了他对公司的绝对控制。中国的电动三宝就更不用说了,李斌的投票权39.3%,李想的投票权71%,何小鹏的投票权56.6%。再来看看Rivian的持股结构(下图),创始人Robert J. Scaringe在IPO之后,占股2%(A+B),投票权9.5%。无论是从利益分配,还是公司控制上,完全看不到创始人的动力。干得好,是为了其它大股东打工,干得不好,随时被各种大股东炒鱿鱼。千万别小看创始人持股或者控制权力,亏损企业能够一直在精神上打着鸡血前行,全靠股权上对创始人的刺激。</p><p><img src=\"https://static.tigerbbs.com/b150beeccc8da9dc36245803d737b0e8\" tg-width=\"917\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/>除了创始人的股权过少外,亚马逊的持股数量更尴尬。</p><p>这个IPO最大的卖点之一,就是亚马逊和Rivian的10万辆车的合同。但仔细看S1文件,就会发现这个合同只是一个框架而已,并没有价格和数量的约束。(The EDV Agreement does not contain a minimum order quantity or minimum purchase requirements.)</p><p>很显然,亚马逊并非敞开胸怀拥抱Rivian,不然持股比例不可能只有20%左右。电动车是一个烧钱的行业大家都知道,要All-In是不可能的,但亚马逊又不愿意放弃战略投资,所以最后占比20%。亚马逊自认为20%的持股,进可攻退可守,但其它股东的持股决心,比亚马逊更不足。剩下的大股东持股比例也很平均。共同基金T Rowe Price(14.5%),中东投资公司Oryx不会对公司运营过度干预(12.2%),但这两家是说走就走;汽车公司Ford和Manheim (美国汽车<a href=\"https://laohu8.com/S/300959\">线上线下</a>交易平台Cox Automotive子公司)属于汽车相关行业,持股决心可能更强,但加起来持股才15%。一句话总结,大家都不愿意全力投入,都在想着自己的退路。而且一旦未来运营出现矛盾,这几家势必会玩各种宫斗剧,凑到50%的投票权。</p><p>当然,借着亚马逊的风,这家公司的股价肯定可以飞起来。但是从长远来看,无论是创始人还是大股东,全都在给自己留退路。最坏的情况,公司运营持续恶化,其它大股东不断撤离,最后亚马逊不得不被迫变成接盘侠,无限兜底。可惜,亚马逊现在还没预料到这种情况。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/246cd8c44f8d5b3ccb3590c3a62a3f19","relate_stocks":{"TSLA":"特斯拉","NKLA":"Nikola Corporation","LCID":"Lucid Group Inc","FFIE":"Faraday Future","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166333429","content_text":"谈谈美国的造车新势力特斯拉在中国大幅降价后,引发了资本市场很多讨论。原来以为特斯拉会在美国也火速跟进降价,但是到目前为止还没有发生。我个人认为特斯拉在美国降价会发生,但是从特斯拉不着急的态度来看,特斯拉在美国的库存压力可能稍微小一点。中国群雄四起的造车新势力,很容易让人联想到中国市场上的Android手机格局。这几年Android手机的厂商应该是少多了,几年前国产Android手机厂商多如牛毛,据说有的Android手机厂商为了销量把毛利做到50元人民币,但这些手机厂商最后消失了。当年也有冲击高端市场的Android手机厂商,比方说著名的锤子手机,但最后也是无功而返。毫不客气说,今天国内的造车新势力,就在复制当年国产Android手机的虚假繁荣。相较于闹哄哄的国内造车新势力,美国就非常冷清了。除了传统车企努力在往EV转型过程中外和特斯拉以外,现在上市的有4个:NKLA、LCID、RIVN和FFIE,这4家至少有2家在资本市场被认为存在很大问题。市值最大的是Rivian,现在还有$150亿。关于Rivian一上市我就判断有水分的分析放在最后。美国的造车新势力格局也很像美国的Android手机厂商格局,毫无存在感。从全世界来看,说特斯拉是电动车里面的苹果,一点都不为过。为什么美国的新的造车势力起不来,从高维度分析有3个原因。1,供应链的问题。Rivian在2022年一共制造了不到25,000辆车,交付了大约20,000辆车。Lucid到现在也不公布它的2022年交付量,新闻媒体说今年应该可以生产6,000-7,000辆车。Rivian把产量上不去的原因部分归结于供应链问题,言下之意是它们拿不到零部件组装。这个完全可以理解,就像美国要开一个Android手机厂商,也会遇到拿不到零部件的问题,因为上游被中国基本上控制了。中国目前提炼世界上33%的镍,70%的锂和钴,99%的锰。所以从这个角度来看,特斯拉当年在中国布局就非常明智了,市场和上游都能接触到。特斯拉的策略也很像苹果,尽管一定程度上受制于供应链,但是会尽可能自主研发。苹果手机的芯片是自己搞,特斯拉的电池也是自己搞,两者都不会完全依赖于供应链。自己搞的比例越大,成本就容易下去。去年车企普遍存在“缺芯”问题的时候,特斯拉的问题反而是最轻的。所以从这个角度来看,美国的造车新势力,在美国的供应链建立起来之前,几乎是不可能发展起来的。产量很难上去,而产量上不去也就意味着成本下不来。2,人才的问题。特斯拉在发展过程中,曾经闹过一次高管纷纷离职,大概是2016-2017年。但是之后,人才就非常固定了。这批人,很多都是跟着特斯拉一起打江山的技术人员,这些技术人员对EV的整个发展都是了如指掌,可以说是世界最前沿。但是其他电动车新势力就很难有这样的人了,你别看Rivian上市融资了那么多,当年那么有钱,但是我就没听说过一个特斯拉高管从特斯拉转投Rivian的(有已经离职的特斯拉高管转投Rivian)。我相信Rivian肯定想挖人,但是没有成功。下表是我们搜集的特斯拉的技术高管的任职时间,团队很稳定。的确,对于他们个人来说,待在特斯拉也是最佳选择。如果当初真的贪图Rivian上市的股票,估计现在肠子都悔青了。倒是2016-2017年离职的那批人,最后都没什么好的归宿,比方说Nick Sampson离开特斯拉加入了FFIE,待了5年不到也离开了。最近刚加入BCG成为电动车咨询师,估计也是靠当年在特斯拉的经历。3,美国造成新势力的CEO缺乏人设。成功的科技公司,无论是不是电动车行业,都需要一个人设很强的CEO,这是灵魂。苹果的乔布斯,微软的盖茨,都为了这个品牌增色不少。中国的电动三宝的3个CEO人设也很强,所以也是能够活到今天的重要原因。人设很强的CEO,能够引来资金,能够引来人才,更能够让整个供应链配合公司。但是美国的造车新势力,无论是Rivian还是Lucid,CEO的存在感很低。不是说我对他们不了解,看看他们的维基百科个人介绍的长度就知道了。相较而言,对于一分钱广告都不投入的特斯拉,就凭借着天天制造话题,树立了非常强的人设,这对于特斯拉的成功功不可没。中国的造车新势力会逐步进入整合阶段,而美国的造车新势力估计很难有存在感。2021年11月10日,星期三:Rivian今日上市,估值$770亿 本月初的时候,Rivian的IPO指导价是$57-62,到上周五的时候,IPO指导价提高到$72-74。昨晚的最后定价是$78,公司预计从市场融资$120亿。这个融资规模,能在美国历史上排到第6或者第7名(看绿鞋的情况)。第1名还是由阿里巴巴占据,当年融资$210亿。和阿里巴巴不一样的是,这家公司到目前为止,依然是0收入,说是一家PPT公司也不为过(下图,来自于公司最新S1)。这家公司最大的卖点,就是亚马逊的入股和支持,与其说这家公司的名字是Rivian,倒不如说是Amazon EV。我相信大部分机构抢购这家公司IPO,都是冲着亚马逊去的。亚马逊正在建立自己的快递车队,同时又承诺环境保护,Rivian的出现无疑和亚马逊的发展方向完美契合。Rivian承诺今年底会推出针对亚马逊的电动车,亚马逊也向Rivian订购了10万辆车。大家都以为亚马逊是这家公司最大的卖点,但亚马逊其实是这家公司最大的软肋。初创公司,特别是电动车初创公司,公司的创始人是一个标志性的“资产”。特斯拉的马斯克,蔚来的李斌,理想的李想,小鹏的何小鹏,甚至是法拉第的贾老板,每个人都是电动汽车的“脸面”。不光是因为这些创始人都有自己的传奇故事,更重要的是,面对电动车这种烧钱多见效慢的企业,无论是面对企业内部员工还是外部投资人,必须要一个强有力的人坐镇才行。多少股东曾经想和马斯克撕破脸,多少内部员工到处黑特斯拉的工作环境和马斯克的独断专行,但最后在马斯克的铁血统治下,公司依旧能够顺利前行。除了创始人本身的魅力要足够大之外,公司的股权/投票权,必须要赋予创始人足够多的权力。马斯克虽然只拥有约23%的股权/投票权,但是他通过一些列复杂的法律手段,保证了他对公司的绝对控制。中国的电动三宝就更不用说了,李斌的投票权39.3%,李想的投票权71%,何小鹏的投票权56.6%。再来看看Rivian的持股结构(下图),创始人Robert J. Scaringe在IPO之后,占股2%(A+B),投票权9.5%。无论是从利益分配,还是公司控制上,完全看不到创始人的动力。干得好,是为了其它大股东打工,干得不好,随时被各种大股东炒鱿鱼。千万别小看创始人持股或者控制权力,亏损企业能够一直在精神上打着鸡血前行,全靠股权上对创始人的刺激。除了创始人的股权过少外,亚马逊的持股数量更尴尬。这个IPO最大的卖点之一,就是亚马逊和Rivian的10万辆车的合同。但仔细看S1文件,就会发现这个合同只是一个框架而已,并没有价格和数量的约束。(The EDV Agreement does not contain a minimum order quantity or minimum purchase requirements.)很显然,亚马逊并非敞开胸怀拥抱Rivian,不然持股比例不可能只有20%左右。电动车是一个烧钱的行业大家都知道,要All-In是不可能的,但亚马逊又不愿意放弃战略投资,所以最后占比20%。亚马逊自认为20%的持股,进可攻退可守,但其它股东的持股决心,比亚马逊更不足。剩下的大股东持股比例也很平均。共同基金T Rowe Price(14.5%),中东投资公司Oryx不会对公司运营过度干预(12.2%),但这两家是说走就走;汽车公司Ford和Manheim (美国汽车线上线下交易平台Cox Automotive子公司)属于汽车相关行业,持股决心可能更强,但加起来持股才15%。一句话总结,大家都不愿意全力投入,都在想着自己的退路。而且一旦未来运营出现矛盾,这几家势必会玩各种宫斗剧,凑到50%的投票权。当然,借着亚马逊的风,这家公司的股价肯定可以飞起来。但是从长远来看,无论是创始人还是大股东,全都在给自己留退路。最坏的情况,公司运营持续恶化,其它大股东不断撤离,最后亚马逊不得不被迫变成接盘侠,无限兜底。可惜,亚马逊现在还没预料到这种情况。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608717178,"gmtCreate":1638790153345,"gmtModify":1638790153345,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"**老黄","listText":"**老黄","text":"**老黄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608717178","repostId":"1177055716","repostType":2,"repost":{"id":"1177055716","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638784306,"share":"https://www.laohu8.com/m/news/1177055716?lang=&edition=full","pubTime":"2021-12-06 17:51","market":"us","language":"zh","title":"【异动】英伟达盘前跌超3%,黄仁勋于上周出售股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1177055716","media":"老虎资讯综合","summary":"12月6日,英伟达盘前跌超3%,黄仁勋于上周出售44万股股份,总价值约1.4亿美元。\n根据美国证券交易委员会(SEC)披露的文件,12月1日,英伟达总裁,CEO黄仁勋行使期权购买了44万份期权,行权价","content":"<p>12月6日,英伟达盘前跌超3%,黄仁勋于上周出售44万股股份,总价值约1.4亿美元。</p>\n<p>根据美国证券交易委员会(SEC)披露的文件,12月1日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>总裁,CEO黄仁勋行使期权购买了44万份期权,行权价为3.615美元,再以每股326.16美元出售44万股英伟达股份,价值约1.4亿美元。<img src=\"https://static.tigerbbs.com/d198de71cbc1bc4a14e45b42d8d6fba6\" tg-width=\"872\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>","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\" />\n<title>【异动】英伟达盘前跌超3%,黄仁勋于上周出售股份</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】英伟达盘前跌超3%,黄仁勋于上周出售股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-06 17:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月6日,英伟达盘前跌超3%,黄仁勋于上周出售44万股股份,总价值约1.4亿美元。</p>\n<p>根据美国证券交易委员会(SEC)披露的文件,12月1日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>总裁,CEO黄仁勋行使期权购买了44万份期权,行权价为3.615美元,再以每股326.16美元出售44万股英伟达股份,价值约1.4亿美元。<img src=\"https://static.tigerbbs.com/d198de71cbc1bc4a14e45b42d8d6fba6\" tg-width=\"872\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177055716","content_text":"12月6日,英伟达盘前跌超3%,黄仁勋于上周出售44万股股份,总价值约1.4亿美元。\n根据美国证券交易委员会(SEC)披露的文件,12月1日,英伟达总裁,CEO黄仁勋行使期权购买了44万份期权,行权价为3.615美元,再以每股326.16美元出售44万股英伟达股份,价值约1.4亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328166735,"gmtCreate":1615507436427,"gmtModify":1703490088599,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EBON\">$亿邦国际(EBON)$</a>嘉楠,都涨50个点了,这垃圾还没回去。","listText":"<a href=\"https://laohu8.com/S/EBON\">$亿邦国际(EBON)$</a>嘉楠,都涨50个点了,这垃圾还没回去。","text":"$亿邦国际(EBON)$嘉楠,都涨50个点了,这垃圾还没回去。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328166735","isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364446673,"gmtCreate":1614871283592,"gmtModify":1703482358869,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>别别跌了别跌了[流泪] [流泪] [流泪] ","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>别别跌了别跌了[流泪] [流泪] [流泪] ","text":"$纳斯达克(.IXIC)$别别跌了别跌了[流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364446673","isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369032782,"gmtCreate":1613987241946,"gmtModify":1613987241946,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>怎么回事呀,今年以来一直跌","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>怎么回事呀,今年以来一直跌","text":"$AMD(AMD)$怎么回事呀,今年以来一直跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/369032782","isVote":1,"tweetType":1,"viewCount":4867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385162723,"gmtCreate":1613524011862,"gmtModify":1613524011862,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>这是横了多久了,英伟达都涨","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>这是横了多久了,英伟达都涨","text":"$AMD(AMD)$这是横了多久了,英伟达都涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385162723","isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381585105,"gmtCreate":1612970813807,"gmtModify":1703767802913,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>大盘跃跃欲跳","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>大盘跃跃欲跳","text":"$Tilray Inc.(TLRY)$大盘跃跃欲跳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381585105","isVote":1,"tweetType":1,"viewCount":1891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316215755,"gmtCreate":1611933361977,"gmtModify":1703756684180,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>你看看<a href=\"https://laohu8.com/S/SOL\">$昱辉阳光(SOL)$</a>再看看你,垃圾李仙德","listText":"<a href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>你看看<a href=\"https://laohu8.com/S/SOL\">$昱辉阳光(SOL)$</a>再看看你,垃圾李仙德","text":"$晶科能源(JKS)$你看看$昱辉阳光(SOL)$再看看你,垃圾李仙德","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/316215755","isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316975438,"gmtCreate":1611913430424,"gmtModify":1703756093583,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>25跑了,老贾毕竟这个人人品还是不好。","listText":"<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>25跑了,老贾毕竟这个人人品还是不好。","text":"$Property Solutions Acquisition Corp(PSAC)$25跑了,老贾毕竟这个人人品还是不好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316975438","isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318317666,"gmtCreate":1611844207355,"gmtModify":1703754821833,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>480挂的空单为什么说当前合约不允许做空","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>480挂的空单为什么说当前合约不允许做空","text":"$游戏驿站(GME)$480挂的空单为什么说当前合约不允许做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318317666","isVote":1,"tweetType":1,"viewCount":1765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311603012,"gmtCreate":1611785185836,"gmtModify":1703753819872,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>晶科能源每天都是这种脑淤血走势,是不是那个国老在出货了。这也太恶心了","listText":"<a href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>晶科能源每天都是这种脑淤血走势,是不是那个国老在出货了。这也太恶心了","text":"$晶科能源(JKS)$晶科能源每天都是这种脑淤血走势,是不是那个国老在出货了。这也太恶心了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/311603012","isVote":1,"tweetType":1,"viewCount":3069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":61969,"gmtCreate":1495764815345,"gmtModify":1704877245658,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"title":"蠢蠢小韭菜分享投资历程","htmlText":"#炒美股有肉吃#相信这两年的美股大牛市已经让大家赚了不少肥肉了,然而我依旧承受着百分之20的亏损,艰难回本中。作为一个蠢蠢的大学生,15年高考结束后成功在a股大盘站上5000点时奋然入场,成了万千高位站岗的韭菜之一。16年春节过后,决定拿着自己仅有的两万元存款加入到美股大军中。然而之后的历程却是艰辛无比。关键词:回本初入美股,凭借着只知道杠杆etf的波动巨大,决定参与。第一笔便购入了大名鼎鼎的uvxy,第一天就成功被套。那时还是有些许忐忑,不过由于并不知道其损耗,而且简单得将他和标普500线性对应,让我死扛了几乎一个月后,看了老虎的杠杆etf教学后,大呼上当,决定放弃,拿下了800刀的亏损。紧接而来的财报季直接击倒了我,全仓赌入高朋$GroupOn(GRPN)$ ,然而财报后直接亏损百分之20。。此时的我已经心灰意冷,遂决定装死,无奈grpn依旧不争气,手上的仓位只剩下1000刀,亏损百分之66。。$GroupOn(GRPN)$ 的春季财报比较两眼,后来涨到了大约1700刀的样子,我卖出了,决定在这一财报季绝地反击。感谢@猫尔摩斯 的医药股分析,加上我是药学专业的学生,经过分析(xia mai)我买入了$凡利亚药品国际(VRX)$ ,这一波直接将我带到了2000刀以上,重新获得了杠杆机会。之后又赌了几个财报,暑假过后,资产上上下下,最高到了2800,不过还是定格在2200刀。$诺瓦瓦克斯医药(NVAX)$ 这只股票是我获得的最大日内收益的一支,彼时它因为旗下一款药品三期临床没有通过,暴跌百分之80,我决定抄底,在两天后,我莫名四点钟就醒了,直觉让我打开手机,一看一晚上涨了百分之50!!!不仅回本,还挣了几百刀。随后我没管住手,再次买入$二倍做多波动率指数短期期货ETF-ProShares(UVXY)$ 以及$宜人贷(YRD)$ 等风险很大的股票,跟挣钱过意不去的我,再次来到","listText":"#炒美股有肉吃#相信这两年的美股大牛市已经让大家赚了不少肥肉了,然而我依旧承受着百分之20的亏损,艰难回本中。作为一个蠢蠢的大学生,15年高考结束后成功在a股大盘站上5000点时奋然入场,成了万千高位站岗的韭菜之一。16年春节过后,决定拿着自己仅有的两万元存款加入到美股大军中。然而之后的历程却是艰辛无比。关键词:回本初入美股,凭借着只知道杠杆etf的波动巨大,决定参与。第一笔便购入了大名鼎鼎的uvxy,第一天就成功被套。那时还是有些许忐忑,不过由于并不知道其损耗,而且简单得将他和标普500线性对应,让我死扛了几乎一个月后,看了老虎的杠杆etf教学后,大呼上当,决定放弃,拿下了800刀的亏损。紧接而来的财报季直接击倒了我,全仓赌入高朋$GroupOn(GRPN)$ ,然而财报后直接亏损百分之20。。此时的我已经心灰意冷,遂决定装死,无奈grpn依旧不争气,手上的仓位只剩下1000刀,亏损百分之66。。$GroupOn(GRPN)$ 的春季财报比较两眼,后来涨到了大约1700刀的样子,我卖出了,决定在这一财报季绝地反击。感谢@猫尔摩斯 的医药股分析,加上我是药学专业的学生,经过分析(xia mai)我买入了$凡利亚药品国际(VRX)$ ,这一波直接将我带到了2000刀以上,重新获得了杠杆机会。之后又赌了几个财报,暑假过后,资产上上下下,最高到了2800,不过还是定格在2200刀。$诺瓦瓦克斯医药(NVAX)$ 这只股票是我获得的最大日内收益的一支,彼时它因为旗下一款药品三期临床没有通过,暴跌百分之80,我决定抄底,在两天后,我莫名四点钟就醒了,直觉让我打开手机,一看一晚上涨了百分之50!!!不仅回本,还挣了几百刀。随后我没管住手,再次买入$二倍做多波动率指数短期期货ETF-ProShares(UVXY)$ 以及$宜人贷(YRD)$ 等风险很大的股票,跟挣钱过意不去的我,再次来到","text":"#炒美股有肉吃#相信这两年的美股大牛市已经让大家赚了不少肥肉了,然而我依旧承受着百分之20的亏损,艰难回本中。作为一个蠢蠢的大学生,15年高考结束后成功在a股大盘站上5000点时奋然入场,成了万千高位站岗的韭菜之一。16年春节过后,决定拿着自己仅有的两万元存款加入到美股大军中。然而之后的历程却是艰辛无比。关键词:回本初入美股,凭借着只知道杠杆etf的波动巨大,决定参与。第一笔便购入了大名鼎鼎的uvxy,第一天就成功被套。那时还是有些许忐忑,不过由于并不知道其损耗,而且简单得将他和标普500线性对应,让我死扛了几乎一个月后,看了老虎的杠杆etf教学后,大呼上当,决定放弃,拿下了800刀的亏损。紧接而来的财报季直接击倒了我,全仓赌入高朋$GroupOn(GRPN)$ ,然而财报后直接亏损百分之20。。此时的我已经心灰意冷,遂决定装死,无奈grpn依旧不争气,手上的仓位只剩下1000刀,亏损百分之66。。$GroupOn(GRPN)$ 的春季财报比较两眼,后来涨到了大约1700刀的样子,我卖出了,决定在这一财报季绝地反击。感谢@猫尔摩斯 的医药股分析,加上我是药学专业的学生,经过分析(xia mai)我买入了$凡利亚药品国际(VRX)$ ,这一波直接将我带到了2000刀以上,重新获得了杠杆机会。之后又赌了几个财报,暑假过后,资产上上下下,最高到了2800,不过还是定格在2200刀。$诺瓦瓦克斯医药(NVAX)$ 这只股票是我获得的最大日内收益的一支,彼时它因为旗下一款药品三期临床没有通过,暴跌百分之80,我决定抄底,在两天后,我莫名四点钟就醒了,直觉让我打开手机,一看一晚上涨了百分之50!!!不仅回本,还挣了几百刀。随后我没管住手,再次买入$二倍做多波动率指数短期期货ETF-ProShares(UVXY)$ 以及$宜人贷(YRD)$ 等风险很大的股票,跟挣钱过意不去的我,再次来到","images":[{"img":"https://static.laohu8.com/624bc461d2a31afe66930abad297aa5d"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":23,"commentSize":70,"repostSize":0,"link":"https://laohu8.com/post/61969","isVote":1,"tweetType":1,"viewCount":11648,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3456476075838197","authorId":"3456476075838197","name":"Frendo","avatar":"https://static.laohu8.com/b9ab4ac94d08dbaa796b5f8ce879d32e","crmLevel":1,"crmLevelSwitch":1,"idStr":"3456476075838197","authorIdStr":"3456476075838197"},"content":"一月份炒比特币,五倍杠杆,那叫一个心惊肉跳。这个月初开始炒期货,在别的平台买的优选,然后一个晚上500刀亏得只剩200倒。现在3000刀入老虎,到目前不赚不亏😭😭😭,我炒股水平真的太小白。不过话说年龄不够21,怎么杠杆啊……","text":"一月份炒比特币,五倍杠杆,那叫一个心惊肉跳。这个月初开始炒期货,在别的平台买的优选,然后一个晚上500刀亏得只剩200倒。现在3000刀入老虎,到目前不赚不亏😭😭😭,我炒股水平真的太小白。不过话说年龄不够21,怎么杠杆啊……","html":"一月份炒比特币,五倍杠杆,那叫一个心惊肉跳。这个月初开始炒期货,在别的平台买的优选,然后一个晚上500刀亏得只剩200倒。现在3000刀入老虎,到目前不赚不亏😭😭😭,我炒股水平真的太小白。不过话说年龄不够21,怎么杠杆啊……"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":309039031,"gmtCreate":1602490458123,"gmtModify":1703826687627,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>这周马上就要提es6了[捂脸] 人生第一辆车","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>这周马上就要提es6了[捂脸] 人生第一辆车","text":"$蔚来(NIO)$这周马上就要提es6了[捂脸] 人生第一辆车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/309039031","isVote":1,"tweetType":1,"viewCount":3023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":910766058,"gmtCreate":1576190869674,"gmtModify":1704271424038,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 有人记得机构猎杀者不,他去年信誓旦旦的说amd两年内会跌到5块,,还有一年时间","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 有人记得机构猎杀者不,他去年信誓旦旦的说amd两年内会跌到5块,,还有一年时间","text":"$AMD(AMD)$ 有人记得机构猎杀者不,他去年信誓旦旦的说amd两年内会跌到5块,,还有一年时间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/910766058","isVote":1,"tweetType":1,"viewCount":3263,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537828465646462","authorId":"3537828465646462","name":"我爸教我赢要衝输要缩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3537828465646462","authorIdStr":"3537828465646462"},"content":"他还是去空ipo比较适合他,喊到最后总会中。","text":"他还是去空ipo比较适合他,喊到最后总会中。","html":"他还是去空ipo比较适合他,喊到最后总会中。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181653,"gmtCreate":1524744026711,"gmtModify":1704892130834,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"title":"12.5的成本,跪求给个机会下车","htmlText":"$AMD(AMD)$随你涨多少我再也不买你了,就想下车不玩了。","listText":"$AMD(AMD)$随你涨多少我再也不买你了,就想下车不玩了。","text":"$AMD(AMD)$随你涨多少我再也不买你了,就想下车不玩了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/181653","isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3456605437031171","authorId":"3456605437031171","name":"王多鱼","avatar":"https://static.tigerbbs.com/f4932ed276f2ed963f2b388ca54beeef","crmLevel":1,"crmLevelSwitch":0,"idStr":"3456605437031171","authorIdStr":"3456605437031171"},"content":"现在不走再找机会可就难了","text":"现在不走再找机会可就难了","html":"现在不走再找机会可就难了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309151216,"gmtCreate":1602602652335,"gmtModify":1703827162842,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>苍老师就这?26.54买进去就跌到23了。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>苍老师就这?26.54买进去就跌到23了。","text":"$蔚来(NIO)$苍老师就这?26.54买进去就跌到23了。","images":[{"img":"https://static.tigerbbs.com/8eb1fd44bd07eaf3cb1267fc9b1d55ce","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/309151216","isVote":1,"tweetType":1,"viewCount":2696,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496664393387249","authorId":"3496664393387249","name":"劉建明","avatar":"https://static.tigerbbs.com/2620bfe36c66c0ddc325ceb37883470f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3496664393387249","authorIdStr":"3496664393387249"},"content":"看个笑话就好 他都是30股一买 每天翻倍或者腰斩也都是蚊子肉 只要赚钱了立马晒出来得瑟","text":"看个笑话就好 他都是30股一买 每天翻倍或者腰斩也都是蚊子肉 只要赚钱了立马晒出来得瑟","html":"看个笑话就好 他都是30股一买 每天翻倍或者腰斩也都是蚊子肉 只要赚钱了立马晒出来得瑟"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":79632,"gmtCreate":1501584729811,"gmtModify":1704879460251,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"$安徳玛公司A类股 (UAA)$ 还没出?磨蹭什么","listText":"$安徳玛公司A类股 (UAA)$ 还没出?磨蹭什么","text":"$安徳玛公司A类股 (UAA)$ 还没出?磨蹭什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/79632","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3460503378746935","authorId":"3460503378746935","name":"喧嚣","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3460503378746935","authorIdStr":"3460503378746935"},"content":"竟然拉起来了","text":"竟然拉起来了","html":"竟然拉起来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":57673,"gmtCreate":1494242866322,"gmtModify":1704876722954,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"$Horizon Pharma(HZNP)$ 大哥求求你别跌啦","listText":"$Horizon Pharma(HZNP)$ 大哥求求你别跌啦","text":"$Horizon Pharma(HZNP)$ 大哥求求你别跌啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/57673","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"227726599749064","authorId":"227726599749064","name":"在妖风阵阵中冷静","avatar":"https://static.tigerbbs.com/53460d8bcb100c6593d2d13e85089a6e","crmLevel":1,"crmLevelSwitch":0,"idStr":"227726599749064","authorIdStr":"227726599749064"},"content":"我对他没研究呀,不过看他从30多跌到现在这个家,化作我是不会买他的!要是他老是这样长期跌下去,我觉得做空好啊!当然,这只是建议","text":"我对他没研究呀,不过看他从30多跌到现在这个家,化作我是不会买他的!要是他老是这样长期跌下去,我觉得做空好啊!当然,这只是建议","html":"我对他没研究呀,不过看他从30多跌到现在这个家,化作我是不会买他的!要是他老是这样长期跌下去,我觉得做空好啊!当然,这只是建议"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":29100,"gmtCreate":1474491683770,"gmtModify":1704873117249,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"$诺瓦瓦克斯医药(NVAX)$ 走了,不贪","listText":"$诺瓦瓦克斯医药(NVAX)$ 走了,不贪","text":"$诺瓦瓦克斯医药(NVAX)$ 走了,不贪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/29100","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"261331996605537","authorId":"261331996605537","name":"左岸空城","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"261331996605537","authorIdStr":"261331996605537"},"content":"盈利多少个点走的","text":"盈利多少个点走的","html":"盈利多少个点走的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":13791,"gmtCreate":1461940960619,"gmtModify":1704871167854,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"title":"狂跌百分之15","htmlText":"$GroupOn(GRPN)$ 又被套了20个点,,这票还有救吗","listText":"$GroupOn(GRPN)$ 又被套了20个点,,这票还有救吗","text":"$GroupOn(GRPN)$ 又被套了20个点,,这票还有救吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/13791","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"133490453318800","authorId":"133490453318800","name":"大空翼_涨","avatar":"https://static.laohu8.com/33bc959e4bc82c6e7ccda941a6702b4f","crmLevel":1,"crmLevelSwitch":0,"idStr":"133490453318800","authorIdStr":"133490453318800"},"content":"这名字...不要当韭菜啊","text":"这名字...不要当韭菜啊","html":"这名字...不要当韭菜啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304274373,"gmtCreate":1605259575592,"gmtModify":1703837039993,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我36减了四分之三的仓位,唉真心看不懂,虽然自己也是车主,算了吧看不懂的钱就不赚了。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我36减了四分之三的仓位,唉真心看不懂,虽然自己也是车主,算了吧看不懂的钱就不赚了。","text":"$蔚来(NIO)$我36减了四分之三的仓位,唉真心看不懂,虽然自己也是车主,算了吧看不懂的钱就不赚了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/304274373","isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":936196494,"gmtCreate":1572011435118,"gmtModify":1704723472903,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a> 中签率这么高,,感觉要死了","listText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a> 中签率这么高,,感觉要死了","text":"$有道(DAO)$ 中签率这么高,,感觉要死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/936196494","isVote":1,"tweetType":1,"viewCount":2796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":80574,"gmtCreate":1501713022372,"gmtModify":1704879576032,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"$Square, Inc(SQ)$ 我就搞不懂了,财报好也跌,让不让人玩啊","listText":"$Square, Inc(SQ)$ 我就搞不懂了,财报好也跌,让不让人玩啊","text":"$Square, Inc(SQ)$ 我就搞不懂了,财报好也跌,让不让人玩啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/80574","isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940573492,"gmtCreate":1594030398516,"gmtModify":1704203552219,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>以后没有10元以下的蔚来了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>以后没有10元以下的蔚来了","text":"$蔚来(NIO)$以后没有10元以下的蔚来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940573492","isVote":1,"tweetType":1,"viewCount":1836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120357,"gmtCreate":1511486044666,"gmtModify":1704884403105,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"$红黄蓝(RYB)$ 这股,今晚谁做多谁亲妈爆炸","listText":"$红黄蓝(RYB)$ 这股,今晚谁做多谁亲妈爆炸","text":"$红黄蓝(RYB)$ 这股,今晚谁做多谁亲妈爆炸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/120357","isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9840826361779","authorId":"9840826361779","name":"aq4585","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"9840826361779","authorIdStr":"9840826361779"},"content":"没人做多空单怎么成交。。。","text":"没人做多空单怎么成交。。。","html":"没人做多空单怎么成交。。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":98638,"gmtCreate":1506523436907,"gmtModify":1704881665305,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"$晶科能源(JKS)$ @我四十块的百济神州换了你这个垃圾,,气哭了","listText":"$晶科能源(JKS)$ @我四十块的百济神州换了你这个垃圾,,气哭了","text":"$晶科能源(JKS)$ @我四十块的百济神州换了你这个垃圾,,气哭了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/98638","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450716810714512","authorId":"3450716810714512","name":"konking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3450716810714512","authorIdStr":"3450716810714512"},"content":"40块的百济神州那个时候,jks也才现在的一半吧,有什么区别吗,要是一直持有差不多的","text":"40块的百济神州那个时候,jks也才现在的一半吧,有什么区别吗,要是一直持有差不多的","html":"40块的百济神州那个时候,jks也才现在的一半吧,有什么区别吗,要是一直持有差不多的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":41354,"gmtCreate":1484097027769,"gmtModify":1704874667514,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"$欢聚时代(YY)$ 套了几个月了,,还要到什么时候","listText":"$欢聚时代(YY)$ 套了几个月了,,还要到什么时候","text":"$欢聚时代(YY)$ 套了几个月了,,还要到什么时候","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/41354","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"idStr":"20703384576125","authorIdStr":"20703384576125"},"content":"成本多少啊,涨了这么多天了","text":"成本多少啊,涨了这么多天了","html":"成本多少啊,涨了这么多天了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":43609,"gmtCreate":1486169825193,"gmtModify":1704874952571,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"$欢聚时代(YY)$ 真没意思","listText":"$欢聚时代(YY)$ 真没意思","text":"$欢聚时代(YY)$ 真没意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/43609","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":4,"crmLevelSwitch":0,"idStr":"212008496769156","authorIdStr":"212008496769156"},"content":"等财报就有意思了","text":"等财报就有意思了","html":"等财报就有意思了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369032782,"gmtCreate":1613987241946,"gmtModify":1613987241946,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>怎么回事呀,今年以来一直跌","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>怎么回事呀,今年以来一直跌","text":"$AMD(AMD)$怎么回事呀,今年以来一直跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/369032782","isVote":1,"tweetType":1,"viewCount":4867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316215755,"gmtCreate":1611933361977,"gmtModify":1703756684180,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>你看看<a href=\"https://laohu8.com/S/SOL\">$昱辉阳光(SOL)$</a>再看看你,垃圾李仙德","listText":"<a href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>你看看<a href=\"https://laohu8.com/S/SOL\">$昱辉阳光(SOL)$</a>再看看你,垃圾李仙德","text":"$晶科能源(JKS)$你看看$昱辉阳光(SOL)$再看看你,垃圾李仙德","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/316215755","isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":223892,"gmtCreate":1532308650118,"gmtModify":1704897418566,"author":{"id":"52264971602181","authorId":"52264971602181","name":"徐家小妹萌萌哒","avatar":"https://static.laohu8.com/135fa1f2a0684630f874286a3e6f4799","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"52264971602181","authorIdStr":"52264971602181"},"themes":[],"htmlText":"$长生生物(002680)$a股真牛啊,出事就停牌。。","listText":"$长生生物(002680)$a股真牛啊,出事就停牌。。","text":"$长生生物(002680)$a股真牛啊,出事就停牌。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/223892","isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}