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洛可可
2021-02-09
$容联云(RAAS)$
阳光普照奖[笑哭]
洛可可
2021-02-09
$逸仙电商(YSG)$
起飞🛫️
洛可可
2020-10-15
$名创优品(MNSO)$
中10!苍蝇腿也是肉
洛可可
2020-09-17
$福禄控股(02101)$
打了250手,一手都不中这合适吗?[生气] [愤怒] [难过] [流泪]
洛可可
2020-08-28
$理想汽车(LI)$ 投资最基本的逻辑,投赛道头部,如果说特斯拉算是全球电动汽车的头部企业,那蔚来$蔚来(NIO)$ 就是中国电动汽车的头部企业,相对于小鹏和理想,蔚来还是有护城河的。大逻辑上,蔚来把自己定位到豪华品牌的水平上,并且被用户所接受,同时在用户运营和技术方面(蔚来有自己的三电系统,电池技术,换电,自动驾驶(蔚来资本投资了头部的pony.ai和Momentum),再加上很早的布局蔚来能源,搭建自己的能源网络来服务自己的用户。这些都是小鹏和理想所不能比的,而且小鹏和理想很容易就被同级别的竞争对手用价格战打倒,就像比亚迪的新车直接对标小鹏P7。仅仅十大逻辑上,乘着大趋势炒一波小鹏和理想是没有问题,但长久来看,还是投头部的企业【转】
洛可可
2020-08-27
他来了他来了!
洛可可
2020-08-21
赚出一台iPhone11 pro max[得意]
洛可可
2020-08-19
$苹果(AAPL)$
加油,拆股前站上500!
洛可可
2020-07-31
还行40股
洛可可
2020-07-28
理想倒计时!让我们拭目以待!
洛可可
2020-07-20
给腾讯估估值,2015年400亿现金流到现在1400亿。资本投入率按照百分之三十算。毛算现在的现金折现能力就是1000亿。刚好五年就是三倍多。那么五年后,给个很好的预期我们应该给个3000亿的现金流可能不过分,十年后给个一万亿不过分。全部折算那这个数目就是惊人的了。毛算都是超过六到八万亿的。但腾讯能生存十年吗?还是能精彩多二十年?还是它旗下的那些公司精彩起来呢?这起码是有个好预期的嘛。
洛可可
2020-07-16
昨晚又和蔚来失之交臂,期待理想IPO
洛可可
2020-07-16
错过了特斯拉和蔚来,幸好我还有理想~
洛可可
2020-07-15
第一次港股打新成功!纪念一下~
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