洛可可的个人主页 - 老虎社区

洛可可

洛可可

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IP属地：北京

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2021-02-09

$容联云(RAAS)$阳光普照奖[笑哭]

2021-02-09

$逸仙电商(YSG)$起飞🛫️

2020-10-15

$名创优品(MNSO)$中10！苍蝇腿也是肉

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]

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】

2020-08-27

他来了他来了！

2020-08-21

赚出一台iPhone11 pro max[得意]

2020-08-19

$苹果(AAPL)$加油，拆股前站上500！

2020-07-31

还行40股

2020-07-28

理想倒计时！让我们拭目以待！

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。

2020-07-16

昨晚又和蔚来失之交臂，期待理想IPO

2020-07-16

错过了特斯拉和蔚来，幸好我还有理想～

2020-07-15

第一次港股打新成功！纪念一下～

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