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爱雅额
41分钟前
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
"关于股份回购以及境外现金的准备,实际上公司的资产负债表十分强劲,有充足的现金,而且其中有相当比例的现金是在境外,这些境外的现金可以用来执行股份的回购。除此之外我们还有一个很好的渠道,可以通过派发股息的方式把现金汇到境外。这些现金既可以用来投资于我们的境外业务,也可以用来执行股份回购" 关于回购金额, CFO是这样回答的. 我的理解是回购金额的确是会受到限制的, 所以阿里趁现在把该减值的都弄出来减值了, 趁股价低迷回购多点. 但派息金额目测不会受到限制, 所以有理由相信阿里在耗尽回购金额后就会加大派息金额(当然减少股份后,同样的派息金额,会有更高的每股派息
爱雅额
49分钟前
$美光科技(MU)$
综合来看,存储本身具有周期性。受益于存储产品涨价的影响,美光的业绩仍将继续向好。同时在AI服务器对HBM的需求带动下,也已经将美光股价带到了新高。而随后美光股价继续走高,其中一部分是AI PC及AI phone给市场带来了内存升级的期待,但这当前还未对需求端产生明显影响。
爱雅额
07-02 20:54
$微软(MSFT)$
啧啧啧,又是历史新高。漂亮国的股民就是爽。加息周期算利空吧?错,全世界的钱往漂亮国跑,股市涨;降息周期,利好股市更加涨。我大A呢?加息降息都算利空,啥时候腰杆能硬一下啊。
爱雅额
07-02 20:40
$Chewy, Inc.(CHWY)$
【散户“带头大哥”Gill挥一挥手 追随者蜂拥向Chewy和Petco】6月29日,美国散户“带头大哥”Keith Gill(又称“咆哮的小猫”)在社交媒体平台“X”上发布了一张狗狗的照片后,其追随者随后涌向宠物产品相关企业Chewy和Petco。Chewy股价现涨近3%至30美元附近,峰值股价为39.10美元,此前该股涨幅一度高达25%,并经历涨停。Chewy是由Ryan Cohen创立的,他曾是游戏驿站(GameStop)的首席执行官,也是Bed Bath & Beyond的投资者。Petco的股价则一度飙升至3.74美元。
爱雅额
06-17
$理想汽车(LI)$
去年比亚迪800亿美金时候和理想的500对比过,目前看那时候对理想的成长还是太乐观了,还是要尊重规律常识,腾势仰望分拆出来市值和理想应该差不多了,剩下比亚迪主品牌还能值很多钱。
爱雅额
06-17
$台积电(TSM)$
突发!全球大厂先进封装价格跳涨20%!明天重点关注半导体产业链细 龙头! “台积电美股盘大涨!报道称台积电计划涨价,3nm涨价超过5%,先进封装直接跳涨10%-20%”
爱雅额
06-14
$蔚来(NIO)$
$蔚来(NIO.SI)$
持股体验太差了 10天就一天是红的
爱雅额
06-14
$哔哩哔哩(BILI)$
$哔哩哔哩-W(09626)$
我是B站的老会员和坚定支持者,我30%的仓位是B站。B站是一个金山,商业化就是采矿的过程。采矿不成功并不能否认矿山的存在。大家对B站的喜欢才是B站的核心价值。希望大家都守得云开见月明。B站港股的空头比例占61%,如果B站能够扭亏为盈,就会上演逼空的大戏,一定会暴涨。
爱雅额
06-13
$小米集团-W(01810)$
小米公关负责人王化:看到这个热搜话题,我也蹭个热度说几句。自从小米汽车SU 7上市以来大家都很关注,几乎每过几周都会有媒体报道销量下滑[汗]很多朋友也会来关切的问询。其实呢,我们目前的锁单数量每天都有稳定新增,作为一个汽车新品牌来说,目前仅有单款车型,而且目前全国交付中心数量十分有限,每周还能上交付量排行榜,交付压力当然是极大的。产能方面如之前所公布,6月已经开始双班生产。根据目前的交付数据来看,我们有信心本月的单月交付破万。
爱雅额
06-13
$博通(AVGO)$
盘后暴涨14.6%,美股AI真是武松,彪悍的人生不需要开挂。武大郎们加油,又可以蹭蹭兄弟的光芒了
爱雅额
06-12
$特斯拉(TSLA)$
昨天
$特斯拉(TSLA)$
推送了V12,升级后智能化有小幅提升,屏幕里的车机模拟可以识别前车刹车灯、转向灯,估计国内版FSD也能识别红绿灯了。语音控制空调、雨刮、车窗等都可以,就是反应慢一点。今天一个在美国的朋友说特斯拉需要尽快吹一下AI,否则股价起不来。昨天苹果大涨,就是AI吹起来的。好像这两天特斯拉要就马斯克的薪酬包投票,前景不容乐观。
爱雅额
06-12
$Meta Platforms(META)$
Google
$谷歌(GOOG)$
$谷歌A(GOOGL)$
或者Meta这种公司,在AI时代会创造巨大的利润,从极端的角度出发,他们几乎可以完全靠AI运营公司。这是以前从未发生过的事情。
爱雅额
06-12
$英伟达(NVDA)$
今日特斯拉
$特斯拉(TSLA)$
$特斯拉(TSLA)$
,明天英伟达。价值回归,必然。吹最大的泡泡也是泡泡,必然破裂
爱雅额
06-05
$苹果(AAPL)$
不知不觉又要三万亿了!希望这次股价突破200元。
爱雅额
06-05
$Faraday Future(FFIE)$
清仓了 不玩了 不太妙抛单太多了 改买A股低价龙头了坐等十一月份后升值
爱雅额
06-05
$伯克希尔(BRK.A)$
连巴菲特都要回购伯克希尔哈撒韦的股票,还有哪个公司有资格说自己比巴菲特更擅长投资?除非是快速扩张、资金另有用途的情况下,否则公司很有钱,但不回购分红,肯定是有问题的。不是财务现金流有问题,就是公司管理层人品有问题。 从A股的案例来看,凡是把公司的钱拿去投资的公司,基本上很少有做得好
爱雅额
06-03
$蔚来(NIO)$
$蔚来(NIO.SI)$
蔚来销量起来后,口碑、舆论环境也越来越好。。市场就是存在这种从众效应,没办法,蔚来也该崛起了。纯电领域厚积薄发,长期研发、布局的后果,差异化竞争力明显。
爱雅额
06-03
$小米集团-W(01810)$
按照雷军的德行,只会低价回购,不会高价回购!这个时候回购,说明暴跌要来了,一定有散户看不到对问题!小米的历史回购期都在下跌,这次会例外吗?不会
爱雅额
06-01
$Innovative Eyewear, Inc.(LUCY)$
我顶了一字板,高开低走;昨天类似一字板中文传媒、吉宏股份,今天绝坑,中文传媒没什么感情直接走了,吉宏股份反而等了下。坑坑复坑坑,当时不可谓不耀眼,现在不可谓不狼狈。
爱雅额
06-01
$美团-W(03690)$
为啥一直拿着美团,主要原因在于美团老王的毒辣投资眼光,有些国内顶尖公司或者独角兽根本没有上市打算,或者没有上市机会,前者不打算上市的包括华为,大疆等,后者(或者说现阶段不允许上市)包括宇树科技等。其中,美团是 宇树科技 B2 轮的重要投资者,其他基石投资者包括深创投,中网投等国资,其产品的用途属性决定了上限。
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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> \"关于股份回购以及境外现金的准备,实际上公司的资产负债表十分强劲,有充足的现金,而且其中有相当比例的现金是在境外,这些境外的现金可以用来执行股份的回购。除此之外我们还有一个很好的渠道,可以通过派发股息的方式把现金汇到境外。这些现金既可以用来投资于我们的境外业务,也可以用来执行股份回购\" 关于回购金额, CFO是这样回答的. 我的理解是回购金额的确是会受到限制的, 所以阿里趁现在把该减值的都弄出来减值了, 趁股价低迷回购多点. 但派息金额目测不会受到限制, 所以有理由相信阿里在耗尽回购金额后就会加大派息金额(当然减少股份后,同样的派息金额,会有更高的每股派息","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> \"关于股份回购以及境外现金的准备,实际上公司的资产负债表十分强劲,有充足的现金,而且其中有相当比例的现金是在境外,这些境外的现金可以用来执行股份的回购。除此之外我们还有一个很好的渠道,可以通过派发股息的方式把现金汇到境外。这些现金既可以用来投资于我们的境外业务,也可以用来执行股份回购\" 关于回购金额, CFO是这样回答的. 我的理解是回购金额的确是会受到限制的, 所以阿里趁现在把该减值的都弄出来减值了, 趁股价低迷回购多点. 但派息金额目测不会受到限制, 所以有理由相信阿里在耗尽回购金额后就会加大派息金额(当然减少股份后,同样的派息金额,会有更高的每股派息","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 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综合来看,存储本身具有周期性。受益于存储产品涨价的影响,美光的业绩仍将继续向好。同时在AI服务器对HBM的需求带动下,也已经将美光股价带到了新高。而随后美光股价继续走高,其中一部分是AI PC及AI phone给市场带来了内存升级的期待,但这当前还未对需求端产生明显影响。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 综合来看,存储本身具有周期性。受益于存储产品涨价的影响,美光的业绩仍将继续向好。同时在AI服务器对HBM的需求带动下,也已经将美光股价带到了新高。而随后美光股价继续走高,其中一部分是AI PC及AI phone给市场带来了内存升级的期待,但这当前还未对需求端产生明显影响。","text":"$美光科技(MU)$ 综合来看,存储本身具有周期性。受益于存储产品涨价的影响,美光的业绩仍将继续向好。同时在AI服务器对HBM的需求带动下,也已经将美光股价带到了新高。而随后美光股价继续走高,其中一部分是AI PC及AI phone给市场带来了内存升级的期待,但这当前还未对需求端产生明显影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323478170398720","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323195009875968,"gmtCreate":1719924895021,"gmtModify":1719924896571,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 啧啧啧,又是历史新高。漂亮国的股民就是爽。加息周期算利空吧?错,全世界的钱往漂亮国跑,股市涨;降息周期,利好股市更加涨。我大A呢?加息降息都算利空,啥时候腰杆能硬一下啊。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v> 啧啧啧,又是历史新高。漂亮国的股民就是爽。加息周期算利空吧?错,全世界的钱往漂亮国跑,股市涨;降息周期,利好股市更加涨。我大A呢?加息降息都算利空,啥时候腰杆能硬一下啊。","text":"$微软(MSFT)$ 啧啧啧,又是历史新高。漂亮国的股民就是爽。加息周期算利空吧?错,全世界的钱往漂亮国跑,股市涨;降息周期,利好股市更加涨。我大A呢?加息降息都算利空,啥时候腰杆能硬一下啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323195009875968","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323191502798848,"gmtCreate":1719924038801,"gmtModify":1719924041123,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHWY\">$Chewy, Inc.(CHWY)$</a> 【散户“带头大哥”Gill挥一挥手 追随者蜂拥向Chewy和Petco】6月29日,美国散户“带头大哥”Keith Gill(又称“咆哮的小猫”)在社交媒体平台“X”上发布了一张狗狗的照片后,其追随者随后涌向宠物产品相关企业Chewy和Petco。Chewy股价现涨近3%至30美元附近,峰值股价为39.10美元,此前该股涨幅一度高达25%,并经历涨停。Chewy是由Ryan Cohen创立的,他曾是游戏驿站(GameStop)的首席执行官,也是Bed Bath & Beyond的投资者。Petco的股价则一度飙升至3.74美元。","listText":"<a href=\"https://laohu8.com/S/CHWY\">$Chewy, Inc.(CHWY)$</a> 【散户“带头大哥”Gill挥一挥手 追随者蜂拥向Chewy和Petco】6月29日,美国散户“带头大哥”Keith Gill(又称“咆哮的小猫”)在社交媒体平台“X”上发布了一张狗狗的照片后,其追随者随后涌向宠物产品相关企业Chewy和Petco。Chewy股价现涨近3%至30美元附近,峰值股价为39.10美元,此前该股涨幅一度高达25%,并经历涨停。Chewy是由Ryan Cohen创立的,他曾是游戏驿站(GameStop)的首席执行官,也是Bed Bath & Beyond的投资者。Petco的股价则一度飙升至3.74美元。","text":"$Chewy, Inc.(CHWY)$ 【散户“带头大哥”Gill挥一挥手 追随者蜂拥向Chewy和Petco】6月29日,美国散户“带头大哥”Keith Gill(又称“咆哮的小猫”)在社交媒体平台“X”上发布了一张狗狗的照片后,其追随者随后涌向宠物产品相关企业Chewy和Petco。Chewy股价现涨近3%至30美元附近,峰值股价为39.10美元,此前该股涨幅一度高达25%,并经历涨停。Chewy是由Ryan Cohen创立的,他曾是游戏驿站(GameStop)的首席执行官,也是Bed Bath & Beyond的投资者。Petco的股价则一度飙升至3.74美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323191502798848","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317876372926520,"gmtCreate":1718614665871,"gmtModify":1718614667781,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 去年比亚迪800亿美金时候和理想的500对比过,目前看那时候对理想的成长还是太乐观了,还是要尊重规律常识,腾势仰望分拆出来市值和理想应该差不多了,剩下比亚迪主品牌还能值很多钱。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v> 去年比亚迪800亿美金时候和理想的500对比过,目前看那时候对理想的成长还是太乐观了,还是要尊重规律常识,腾势仰望分拆出来市值和理想应该差不多了,剩下比亚迪主品牌还能值很多钱。","text":"$理想汽车(LI)$ 去年比亚迪800亿美金时候和理想的500对比过,目前看那时候对理想的成长还是太乐观了,还是要尊重规律常识,腾势仰望分拆出来市值和理想应该差不多了,剩下比亚迪主品牌还能值很多钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317876372926520","isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317871747047520,"gmtCreate":1718613600870,"gmtModify":1718613602452,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>突发!全球大厂先进封装价格跳涨20%!明天重点关注半导体产业链细 龙头! “台积电美股盘大涨!报道称台积电计划涨价,3nm涨价超过5%,先进封装直接跳涨10%-20%”","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>突发!全球大厂先进封装价格跳涨20%!明天重点关注半导体产业链细 龙头! “台积电美股盘大涨!报道称台积电计划涨价,3nm涨价超过5%,先进封装直接跳涨10%-20%”","text":"$台积电(TSM)$ 突发!全球大厂先进封装价格跳涨20%!明天重点关注半导体产业链细 龙头! “台积电美股盘大涨!报道称台积电计划涨价,3nm涨价超过5%,先进封装直接跳涨10%-20%”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317871747047520","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316886618714224,"gmtCreate":1718372814234,"gmtModify":1718372816418,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 持股体验太差了 10天就一天是红的","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 持股体验太差了 10天就一天是红的","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ 持股体验太差了 10天就一天是红的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316886618714224","isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316884853252208,"gmtCreate":1718372383213,"gmtModify":1718372384977,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> 我是B站的老会员和坚定支持者,我30%的仓位是B站。B站是一个金山,商业化就是采矿的过程。采矿不成功并不能否认矿山的存在。大家对B站的喜欢才是B站的核心价值。希望大家都守得云开见月明。B站港股的空头比例占61%,如果B站能够扭亏为盈,就会上演逼空的大戏,一定会暴涨。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> 我是B站的老会员和坚定支持者,我30%的仓位是B站。B站是一个金山,商业化就是采矿的过程。采矿不成功并不能否认矿山的存在。大家对B站的喜欢才是B站的核心价值。希望大家都守得云开见月明。B站港股的空头比例占61%,如果B站能够扭亏为盈,就会上演逼空的大戏,一定会暴涨。","text":"$哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$ 我是B站的老会员和坚定支持者,我30%的仓位是B站。B站是一个金山,商业化就是采矿的过程。采矿不成功并不能否认矿山的存在。大家对B站的喜欢才是B站的核心价值。希望大家都守得云开见月明。B站港股的空头比例占61%,如果B站能够扭亏为盈,就会上演逼空的大戏,一定会暴涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316884853252208","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316529930211440,"gmtCreate":1718285732080,"gmtModify":1718286798449,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"0\"></v-v> 小米公关负责人王化:看到这个热搜话题,我也蹭个热度说几句。自从小米汽车SU 7上市以来大家都很关注,几乎每过几周都会有媒体报道销量下滑[汗]很多朋友也会来关切的问询。其实呢,我们目前的锁单数量每天都有稳定新增,作为一个汽车新品牌来说,目前仅有单款车型,而且目前全国交付中心数量十分有限,每周还能上交付量排行榜,交付压力当然是极大的。产能方面如之前所公布,6月已经开始双班生产。根据目前的交付数据来看,我们有信心本月的单月交付破万。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"0\"></v-v> 小米公关负责人王化:看到这个热搜话题,我也蹭个热度说几句。自从小米汽车SU 7上市以来大家都很关注,几乎每过几周都会有媒体报道销量下滑[汗]很多朋友也会来关切的问询。其实呢,我们目前的锁单数量每天都有稳定新增,作为一个汽车新品牌来说,目前仅有单款车型,而且目前全国交付中心数量十分有限,每周还能上交付量排行榜,交付压力当然是极大的。产能方面如之前所公布,6月已经开始双班生产。根据目前的交付数据来看,我们有信心本月的单月交付破万。","text":"$小米集团-W(01810)$ 小米公关负责人王化:看到这个热搜话题,我也蹭个热度说几句。自从小米汽车SU 7上市以来大家都很关注,几乎每过几周都会有媒体报道销量下滑[汗]很多朋友也会来关切的问询。其实呢,我们目前的锁单数量每天都有稳定新增,作为一个汽车新品牌来说,目前仅有单款车型,而且目前全国交付中心数量十分有限,每周还能上交付量排行榜,交付压力当然是极大的。产能方面如之前所公布,6月已经开始双班生产。根据目前的交付数据来看,我们有信心本月的单月交付破万。","images":[{"img":"https://static.tigerbbs.com/314b8e64ebd3c9d6d5035172bee87823","width":"687","height":"447"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316529930211440","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316528206303464,"gmtCreate":1718285179420,"gmtModify":1718286768242,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 盘后暴涨14.6%,美股AI真是武松,彪悍的人生不需要开挂。武大郎们加油,又可以蹭蹭兄弟的光芒了","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 盘后暴涨14.6%,美股AI真是武松,彪悍的人生不需要开挂。武大郎们加油,又可以蹭蹭兄弟的光芒了","text":"$博通(AVGO)$ 盘后暴涨14.6%,美股AI真是武松,彪悍的人生不需要开挂。武大郎们加油,又可以蹭蹭兄弟的光芒了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316528206303464","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316137499652328,"gmtCreate":1718189792054,"gmtModify":1718189794215,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 昨天<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 推送了V12,升级后智能化有小幅提升,屏幕里的车机模拟可以识别前车刹车灯、转向灯,估计国内版FSD也能识别红绿灯了。语音控制空调、雨刮、车窗等都可以,就是反应慢一点。今天一个在美国的朋友说特斯拉需要尽快吹一下AI,否则股价起不来。昨天苹果大涨,就是AI吹起来的。好像这两天特斯拉要就马斯克的薪酬包投票,前景不容乐观。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"0\"></v-v> 昨天<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 推送了V12,升级后智能化有小幅提升,屏幕里的车机模拟可以识别前车刹车灯、转向灯,估计国内版FSD也能识别红绿灯了。语音控制空调、雨刮、车窗等都可以,就是反应慢一点。今天一个在美国的朋友说特斯拉需要尽快吹一下AI,否则股价起不来。昨天苹果大涨,就是AI吹起来的。好像这两天特斯拉要就马斯克的薪酬包投票,前景不容乐观。","text":"$特斯拉(TSLA)$ 昨天$特斯拉(TSLA)$ 推送了V12,升级后智能化有小幅提升,屏幕里的车机模拟可以识别前车刹车灯、转向灯,估计国内版FSD也能识别红绿灯了。语音控制空调、雨刮、车窗等都可以,就是反应慢一点。今天一个在美国的朋友说特斯拉需要尽快吹一下AI,否则股价起不来。昨天苹果大涨,就是AI吹起来的。好像这两天特斯拉要就马斯克的薪酬包投票,前景不容乐观。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316137499652328","isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316135095693424,"gmtCreate":1718189336934,"gmtModify":1718189338525,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> Google <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,明天英伟达。价值回归,必然。吹最大的泡泡也是泡泡,必然破裂","text":"$英伟达(NVDA)$ 今日特斯拉 $特斯拉(TSLA)$ $特斯拉(TSLA)$ ,明天英伟达。价值回归,必然。吹最大的泡泡也是泡泡,必然破裂","images":[{"img":"https://static.tigerbbs.com/734c64cc68fc25c43ffb7f2d7c9c5a7f","width":"907","height":"583"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316132500832368","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":313562936504368,"gmtCreate":1717592462187,"gmtModify":1717592465113,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 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按照雷军的德行,只会低价回购,不会高价回购!这个时候回购,说明暴跌要来了,一定有散户看不到对问题!小米的历史回购期都在下跌,这次会例外吗?不会","images":[{"img":"https://static.tigerbbs.com/421d9f2430573d1c8075bf2184c71438","width":"707","height":"505"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/312933406163176","isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4094775557278220","authorId":"4094775557278220","name":"月落满江树","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1},"content":"你的逻辑自我矛盾啊,如果要暴跌的话,现在回购不就成了高位了。。","text":"你的逻辑自我矛盾啊,如果要暴跌的话,现在回购不就成了高位了。。","html":"你的逻辑自我矛盾啊,如果要暴跌的话,现在回购不就成了高位了。。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":312030261018672,"gmtCreate":1717206684979,"gmtModify":1717206687133,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> <v-v data-views=\"1\"></v-v>","text":"老巴买入西方石油是着眼于未来回报率不低于10%的长期确定性。第一,投资期限,老巴的重仓股一般投资期限在10年以上,西方石油储量可供开采二十年以上,而且是在不扩大资本开支的前提下。这种长期投资看重的是未来现金流而不是短期利润增速。 $西方石油(OXY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/253770971852808","isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224054109224992,"gmtCreate":1695737849810,"gmtModify":1695737851395,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YHGJ\">$运鸿CTI(YHGJ)$</a> 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坐等接管吧,做成了个地产物业公司","html":"说白了,换电只是新势力在行业初期的一种可行的商业模式,但是现在新能源车的拥挤和技术更新速度已经挤压了换电的竞争力,但是换电又是重资产商业模式掉头难。食之无味弃之可惜。 坐等接管吧,做成了个地产物业公司"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":290625848221736,"gmtCreate":1711975792851,"gmtModify":1712055733202,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 的高溢价是事实,但做空机构在大饼刚刚突破新高的位置做空微策,我不认为是明智之举。大饼在此位置整理后,大概率会进入3-5周的一波主升浪上涨,这个位置开空,既不是最佳空间,也不是最佳时间。大幅震荡再所难免,鹿死谁手结果未知,在大饼破10w刀之前,我不会轻易卖出微策,我没有任何杠杆,不惧波动,如果最终错了,我甘愿买单。大饼现在的问题,是供给枯竭,涨跌概率,由此而知!","listText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 的高溢价是事实,但做空机构在大饼刚刚突破新高的位置做空微策,我不认为是明智之举。大饼在此位置整理后,大概率会进入3-5周的一波主升浪上涨,这个位置开空,既不是最佳空间,也不是最佳时间。大幅震荡再所难免,鹿死谁手结果未知,在大饼破10w刀之前,我不会轻易卖出微策,我没有任何杠杆,不惧波动,如果最终错了,我甘愿买单。大饼现在的问题,是供给枯竭,涨跌概率,由此而知!","text":"$MicroStrategy Incorporated(MSTR)$ 的高溢价是事实,但做空机构在大饼刚刚突破新高的位置做空微策,我不认为是明智之举。大饼在此位置整理后,大概率会进入3-5周的一波主升浪上涨,这个位置开空,既不是最佳空间,也不是最佳时间。大幅震荡再所难免,鹿死谁手结果未知,在大饼破10w刀之前,我不会轻易卖出微策,我没有任何杠杆,不惧波动,如果最终错了,我甘愿买单。大饼现在的问题,是供给枯竭,涨跌概率,由此而知!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/290625848221736","isVote":1,"tweetType":1,"viewCount":7351,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573989901691287","authorId":"3573989901691287","name":"AllenAi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"你这文案完全抄的雪球某位大v的","text":"你这文案完全抄的雪球某位大v的","html":"你这文案完全抄的雪球某位大v的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294516296343640,"gmtCreate":1712929297475,"gmtModify":1712929299897,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我用了很多年淘宝,中途转向拼多多 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最终鹿死谁手不好说,拼多多的团队战斗力比较猛,阿里没有马云带队士气有点不足","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294516296343640","isVote":1,"tweetType":1,"viewCount":1407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":265874726907928,"gmtCreate":1705929383947,"gmtModify":1706587014875,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不要人云亦云,拼多多商业模式是真的比阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 好,如果只是因为低端假货做上去的,那就不会受资本追捧;你研究下多多的人员数量和营收就明白了;单一个“假货”能干出半个江山?多多走的是白牌集中工厂供应链的模式,是介于京东的自营和阿里的全开放之间的一个商业模式。 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","listText":"不要人云亦云,拼多多商业模式是真的比阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 好,如果只是因为低端假货做上去的,那就不会受资本追捧;你研究下多多的人员数量和营收就明白了;单一个“假货”能干出半个江山?多多走的是白牌集中工厂供应链的模式,是介于京东的自营和阿里的全开放之间的一个商业模式。 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","text":"不要人云亦云,拼多多商业模式是真的比阿里 $阿里巴巴(BABA)$ ,京东 $京东(JD)$ 好,如果只是因为低端假货做上去的,那就不会受资本追捧;你研究下多多的人员数量和营收就明白了;单一个“假货”能干出半个江山?多多走的是白牌集中工厂供应链的模式,是介于京东的自营和阿里的全开放之间的一个商业模式。 $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265874726907928","isVote":1,"tweetType":1,"viewCount":1676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241398860083224,"gmtCreate":1699964618135,"gmtModify":1699964619636,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> <v-v data-views=\"1\"></v-v>减肥药。减肥药方面,上周五老M那边传来一个利好,医药巨头礼来公司的一款产品获得了通过,据说72周减重超过40斤。减肥药在上个月A股其实已经走过一波行情,上周五有重新走强的迹象,会不会因为这个消息走第二波 ,今天也是可以留意的。","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> <v-v data-views=\"1\"></v-v>减肥药。减肥药方面,上周五老M那边传来一个利好,医药巨头礼来公司的一款产品获得了通过,据说72周减重超过40斤。减肥药在上个月A股其实已经走过一波行情,上周五有重新走强的迹象,会不会因为这个消息走第二波 ,今天也是可以留意的。","text":"$礼来(LLY)$ 减肥药。减肥药方面,上周五老M那边传来一个利好,医药巨头礼来公司的一款产品获得了通过,据说72周减重超过40斤。减肥药在上个月A股其实已经走过一波行情,上周五有重新走强的迹象,会不会因为这个消息走第二波 ,今天也是可以留意的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241398860083224","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312933406163176,"gmtCreate":1717421902876,"gmtModify":1717421907291,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"0\"></v-v>按照雷军的德行,只会低价回购,不会高价回购!这个时候回购,说明暴跌要来了,一定有散户看不到对问题!小米的历史回购期都在下跌,这次会例外吗?不会","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"0\"></v-v>按照雷军的德行,只会低价回购,不会高价回购!这个时候回购,说明暴跌要来了,一定有散户看不到对问题!小米的历史回购期都在下跌,这次会例外吗?不会","text":"$小米集团-W(01810)$ 按照雷军的德行,只会低价回购,不会高价回购!这个时候回购,说明暴跌要来了,一定有散户看不到对问题!小米的历史回购期都在下跌,这次会例外吗?不会","images":[{"img":"https://static.tigerbbs.com/421d9f2430573d1c8075bf2184c71438","width":"707","height":"505"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/312933406163176","isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4094775557278220","authorId":"4094775557278220","name":"月落满江树","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1},"content":"你的逻辑自我矛盾啊,如果要暴跌的话,现在回购不就成了高位了。。","text":"你的逻辑自我矛盾啊,如果要暴跌的话,现在回购不就成了高位了。。","html":"你的逻辑自我矛盾啊,如果要暴跌的话,现在回购不就成了高位了。。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":263689281921088,"gmtCreate":1705408125665,"gmtModify":1705562197866,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"amd市盈没看上去这么离谱,但是依然很离谱,巅峰amd一年也就50亿美元,那时候amd赶上了台积电红利,英伟达用三星的垃圾工艺,导致amd第一次在显卡上与英伟达不分上下,吓得英伟达的30系显卡定了史无前例的低价,后来挖矿涨价是另外一回事,现在英伟达重新用了台积电,a卡和n卡的差距马上就出来了,就算amd重回巅峰,一年50亿,市盈率也高达46还是高,要知道amd平时的pe也就15-20左右,毕竟资本回报率在那摆着呢 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>","listText":"amd市盈没看上去这么离谱,但是依然很离谱,巅峰amd一年也就50亿美元,那时候amd赶上了台积电红利,英伟达用三星的垃圾工艺,导致amd第一次在显卡上与英伟达不分上下,吓得英伟达的30系显卡定了史无前例的低价,后来挖矿涨价是另外一回事,现在英伟达重新用了台积电,a卡和n卡的差距马上就出来了,就算amd重回巅峰,一年50亿,市盈率也高达46还是高,要知道amd平时的pe也就15-20左右,毕竟资本回报率在那摆着呢 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v>","text":"amd市盈没看上去这么离谱,但是依然很离谱,巅峰amd一年也就50亿美元,那时候amd赶上了台积电红利,英伟达用三星的垃圾工艺,导致amd第一次在显卡上与英伟达不分上下,吓得英伟达的30系显卡定了史无前例的低价,后来挖矿涨价是另外一回事,现在英伟达重新用了台积电,a卡和n卡的差距马上就出来了,就算amd重回巅峰,一年50亿,市盈率也高达46还是高,要知道amd平时的pe也就15-20左右,毕竟资本回报率在那摆着呢 $美国超微公司(AMD)$","images":[{"img":"https://static.tigerbbs.com/7f112a914b53ee2766cb7626dc6ebe69","width":"451","height":"309"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/263689281921088","isVote":1,"tweetType":1,"viewCount":7236,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0},"content":"直接看amd财报和2024年的营收预期就可以了。","text":"直接看amd财报和2024年的营收预期就可以了。","html":"直接看amd财报和2024年的营收预期就可以了。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":245503301800008,"gmtCreate":1700974460329,"gmtModify":1700975400728,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来这波压力老大了。他现在就两个选择,要么第一,继续找中东大哥融资,现在人家都说他是新型的庞氏。要么他就在国内的朋友圈看一看有谁愿意并购他的,他这资金撑不过一年的,而且明年整车厂的竞争会更大,所以他真的很难,很严峻。今天热搜不是还有吗?员工自费买车还是被裁了,可想而知压力有多大。而且你看现在车展上同样是新势力,小鹏X91出来38万多,很有可能就是爆款,市场现在反馈很好,然后包括理想的那纯电车型,一个多小时订单已经超过1万辆了,之前的那个阿维塔也是,要么华为问界怎么样?你看,我觉得蔚来已经远远的被甩在后面了。而且未来不是之前投资了长安的阿维塔吗?现在估计,大概率他已经把自己的股份卖掉了,就为了融资吗?但是未来也很难倒啊,毕竟那个江淮那边那么大的一个产业集群对,养那么多人?所以说下个狠话,要么他是有继续有大哥给钱,要么就是被大哥收了,不信你看着","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来这波压力老大了。他现在就两个选择,要么第一,继续找中东大哥融资,现在人家都说他是新型的庞氏。要么他就在国内的朋友圈看一看有谁愿意并购他的,他这资金撑不过一年的,而且明年整车厂的竞争会更大,所以他真的很难,很严峻。今天热搜不是还有吗?员工自费买车还是被裁了,可想而知压力有多大。而且你看现在车展上同样是新势力,小鹏X91出来38万多,很有可能就是爆款,市场现在反馈很好,然后包括理想的那纯电车型,一个多小时订单已经超过1万辆了,之前的那个阿维塔也是,要么华为问界怎么样?你看,我觉得蔚来已经远远的被甩在后面了。而且未来不是之前投资了长安的阿维塔吗?现在估计,大概率他已经把自己的股份卖掉了,就为了融资吗?但是未来也很难倒啊,毕竟那个江淮那边那么大的一个产业集群对,养那么多人?所以说下个狠话,要么他是有继续有大哥给钱,要么就是被大哥收了,不信你看着","text":"$蔚来(NIO)$ 蔚来这波压力老大了。他现在就两个选择,要么第一,继续找中东大哥融资,现在人家都说他是新型的庞氏。要么他就在国内的朋友圈看一看有谁愿意并购他的,他这资金撑不过一年的,而且明年整车厂的竞争会更大,所以他真的很难,很严峻。今天热搜不是还有吗?员工自费买车还是被裁了,可想而知压力有多大。而且你看现在车展上同样是新势力,小鹏X91出来38万多,很有可能就是爆款,市场现在反馈很好,然后包括理想的那纯电车型,一个多小时订单已经超过1万辆了,之前的那个阿维塔也是,要么华为问界怎么样?你看,我觉得蔚来已经远远的被甩在后面了。而且未来不是之前投资了长安的阿维塔吗?现在估计,大概率他已经把自己的股份卖掉了,就为了融资吗?但是未来也很难倒啊,毕竟那个江淮那边那么大的一个产业集群对,养那么多人?所以说下个狠话,要么他是有继续有大哥给钱,要么就是被大哥收了,不信你看着","images":[{"img":"https://static.tigerbbs.com/dbe4ff25919986b7767eafec8f3e4208","width":"1443","height":"645"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/245503301800008","isVote":1,"tweetType":1,"viewCount":3678,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527685074951259","authorId":"3527685074951259","name":"雾狸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"看空蔚来的人里80%就这水平。学会做一道三年级数学题就觉得自己洞察天机。第二季度现金储备300多亿,平均每个季度净亏50亿以上,最多再撑6个季度左右,也就1年多点。算式:300/5=6。赶紧发给李斌,在我精确计算下,蔚来命不久矣。 太可笑了[笑哭] 蔚来不是不可能倒闭(并购),但绝不是现在这个阶段能看出来的。简单的三年级算数题谁都会算,不用反复提及。蔚来在倒闭前还有不少可以垂死挣扎的牌可以打,低端车型,减配降价,供应商降级,单电机,收缩nio house,裁撤门店。 什么时候看到蔚来急了,那才是真倒闭警告。","text":"看空蔚来的人里80%就这水平。学会做一道三年级数学题就觉得自己洞察天机。第二季度现金储备300多亿,平均每个季度净亏50亿以上,最多再撑6个季度左右,也就1年多点。算式:300/5=6。赶紧发给李斌,在我精确计算下,蔚来命不久矣。 太可笑了[笑哭] 蔚来不是不可能倒闭(并购),但绝不是现在这个阶段能看出来的。简单的三年级算数题谁都会算,不用反复提及。蔚来在倒闭前还有不少可以垂死挣扎的牌可以打,低端车型,减配降价,供应商降级,单电机,收缩nio house,裁撤门店。 什么时候看到蔚来急了,那才是真倒闭警告。","html":"看空蔚来的人里80%就这水平。学会做一道三年级数学题就觉得自己洞察天机。第二季度现金储备300多亿,平均每个季度净亏50亿以上,最多再撑6个季度左右,也就1年多点。算式:300/5=6。赶紧发给李斌,在我精确计算下,蔚来命不久矣。 太可笑了[笑哭] 蔚来不是不可能倒闭(并购),但绝不是现在这个阶段能看出来的。简单的三年级算数题谁都会算,不用反复提及。蔚来在倒闭前还有不少可以垂死挣扎的牌可以打,低端车型,减配降价,供应商降级,单电机,收缩nio house,裁撤门店。 什么时候看到蔚来急了,那才是真倒闭警告。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":261596263743528,"gmtCreate":1704894257305,"gmtModify":1704954845075,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"知道 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>, 以前真没注意它的结构。我想你说的是从108.05起来的结构。看月线,感觉像在3中。不过, 可能要注意, 看周线,小概率可能从502.57开始的调整就没结束。整体,看30周线就ok。基本能解决所有问题","listText":"知道 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>, 以前真没注意它的结构。我想你说的是从108.05起来的结构。看月线,感觉像在3中。不过, 可能要注意, 看周线,小概率可能从502.57开始的调整就没结束。整体,看30周线就ok。基本能解决所有问题","text":"知道 $英伟达(NVDA)$ , 以前真没注意它的结构。我想你说的是从108.05起来的结构。看月线,感觉像在3中。不过, 可能要注意, 看周线,小概率可能从502.57开始的调整就没结束。整体,看30周线就ok。基本能解决所有问题","images":[{"img":"https://static.tigerbbs.com/cab4310cc148efb6493dc34eb6e4468c","width":"361","height":"325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/261596263743528","isVote":1,"tweetType":1,"viewCount":1951,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"content":"不知所云,还是分析企业本身更靠谱","text":"不知所云,还是分析企业本身更靠谱","html":"不知所云,还是分析企业本身更靠谱"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":262580350648360,"gmtCreate":1705137462118,"gmtModify":1705139779721,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"瑞幸最近跌很多,估值好像也很便宜了,看富途、雪球好像市值不到64亿美金。提醒一下,瑞幸总股本是3.16亿股,大部分券商软件没把优先股算进去。今天23价格,实际市值有 73亿美金。 <a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>","listText":"瑞幸最近跌很多,估值好像也很便宜了,看富途、雪球好像市值不到64亿美金。提醒一下,瑞幸总股本是3.16亿股,大部分券商软件没把优先股算进去。今天23价格,实际市值有 73亿美金。 <a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>","text":"瑞幸最近跌很多,估值好像也很便宜了,看富途、雪球好像市值不到64亿美金。提醒一下,瑞幸总股本是3.16亿股,大部分券商软件没把优先股算进去。今天23价格,实际市值有 73亿美金。 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眼瞅着英伟达发财,其他芯片企业坐不住了。要把AIPC的蛋糕做大。","images":[{"img":"https://static.tigerbbs.com/813705b75a9cce0b1133cec1ec11241b","width":"995","height":"313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/259697573613568","isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"content":"ai pc没戏就是大忽悠,手机才是王者。","text":"ai pc没戏就是大忽悠,手机才是王者。","html":"ai pc没戏就是大忽悠,手机才是王者。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":279618901749776,"gmtCreate":1709297174231,"gmtModify":1709297175978,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"抖音电商今年战略全面抄拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>是很对的,就看做到什么程度了。战略定方向是最难的,执行反而只是考验组织结构。要是真能实现淘宝的品牌商品+拼多多的极致低价白牌商品的双重体验,那抖音会是电商的终局一号位。是黄铮五年前所说的“disney+Costco”。","listText":"抖音电商今年战略全面抄拼多多 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v>是很对的,就看做到什么程度了。战略定方向是最难的,执行反而只是考验组织结构。要是真能实现淘宝的品牌商品+拼多多的极致低价白牌商品的双重体验,那抖音会是电商的终局一号位。是黄铮五年前所说的“disney+Costco”。","text":"抖音电商今年战略全面抄拼多多 $拼多多(PDD)$ 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<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","listText":"蔚来全栈自研,包括智能芯片及碳化硅芯片,为蔚来感到自豪的同时,有一个小小的疑问:需要多少量才能让芯片研发业务做到盈亏平衡?电池业务也有同样的困惑。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>","text":"蔚来全栈自研,包括智能芯片及碳化硅芯片,为蔚来感到自豪的同时,有一个小小的疑问:需要多少量才能让芯片研发业务做到盈亏平衡?电池业务也有同样的困惑。 $蔚来(NIO)$ $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/256022079238168","isVote":1,"tweetType":1,"viewCount":1598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234004603990016,"gmtCreate":1698156201024,"gmtModify":1698156202497,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"为什么这次在一波黑小米的大潮中,央媒体为小米站台?是因为小米符合国家的发展大方向。制造业是中国根基。中国制造业面临产能过剩、成本上升、产线外移等问题。制造业升级、智能制造是解决之道。小米一面自研智能生产线,并输出给产业链,提升国内制造业自动化水平;一面以庞大的生态链产品,向国外开疆拓土,在国外树立中国品牌,打造中国品牌形象。小米是中国消费电子品牌出海最成功的企业。小米正是国内制造业发展的模板 <a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>其实在同时起来的三个造车新势力里面蔚来是运气和条件最好的,开始拿到的投资多,起点高,抢占了先机。可惜有钱了就开始不务正业了,我当时开玩笑说感觉蔚来没把心思放在造车上,相比起来隔壁李想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 就很务实,至少是在踏踏实实的造车","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>其实在同时起来的三个造车新势力里面蔚来是运气和条件最好的,开始拿到的投资多,起点高,抢占了先机。可惜有钱了就开始不务正业了,我当时开玩笑说感觉蔚来没把心思放在造车上,相比起来隔壁李想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 就很务实,至少是在踏踏实实的造车","text":"$蔚来(NIO)$ 其实在同时起来的三个造车新势力里面蔚来是运气和条件最好的,开始拿到的投资多,起点高,抢占了先机。可惜有钱了就开始不务正业了,我当时开玩笑说感觉蔚来没把心思放在造车上,相比起来隔壁李想 $理想汽车(LI)$ 就很务实,至少是在踏踏实实的造车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/238890794414080","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"127965840282720","authorId":"127965840282720","name":"悟空888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"李斌真是把一手好牌任性的打烂了,关键他自己应该也是知道会是什么结果,但是他非要这么干!","text":"李斌真是把一手好牌任性的打烂了,关键他自己应该也是知道会是什么结果,但是他非要这么干!","html":"李斌真是把一手好牌任性的打烂了,关键他自己应该也是知道会是什么结果,但是他非要这么干!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288880760946728,"gmtCreate":1711549746153,"gmtModify":1711550076106,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"蔚来可是和地产是有渊源的 蔚来的二号人物,可能是蔚来不行的第一大功臣秦就是地产背景出来的,这人就是一副精英做派,从不吝啬软文投入,新势力里面,营销费用蔚来一直是最豪的,但是效果最横的一直是理想。蔚来有个极其小资的管理层,这种管理层在风口红利时占尽融资优势,在竞争白热化时原形毕露,如同当年杂牌国军,溃不成军。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v>","listText":"蔚来可是和地产是有渊源的 蔚来的二号人物,可能是蔚来不行的第一大功臣秦就是地产背景出来的,这人就是一副精英做派,从不吝啬软文投入,新势力里面,营销费用蔚来一直是最豪的,但是效果最横的一直是理想。蔚来有个极其小资的管理层,这种管理层在风口红利时占尽融资优势,在竞争白热化时原形毕露,如同当年杂牌国军,溃不成军。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v>","text":"蔚来可是和地产是有渊源的 蔚来的二号人物,可能是蔚来不行的第一大功臣秦就是地产背景出来的,这人就是一副精英做派,从不吝啬软文投入,新势力里面,营销费用蔚来一直是最豪的,但是效果最横的一直是理想。蔚来有个极其小资的管理层,这种管理层在风口红利时占尽融资优势,在竞争白热化时原形毕露,如同当年杂牌国军,溃不成军。 $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/288880760946728","isVote":1,"tweetType":1,"viewCount":2607,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513312350267839","authorId":"3513312350267839","name":"金锵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"content":"理想有互联网思维基因,所以效果很好","text":"理想有互联网思维基因,所以效果很好","html":"理想有互联网思维基因,所以效果很好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313559431516232,"gmtCreate":1717591473905,"gmtModify":1717751916989,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <v-v data-views=\"1\"></v-v> 连巴菲特都要回购伯克希尔哈撒韦的股票,还有哪个公司有资格说自己比巴菲特更擅长投资?除非是快速扩张、资金另有用途的情况下,否则公司很有钱,但不回购分红,肯定是有问题的。不是财务现金流有问题,就是公司管理层人品有问题。 从A股的案例来看,凡是把公司的钱拿去投资的公司,基本上很少有做得好","listText":"<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <v-v data-views=\"1\"></v-v> 连巴菲特都要回购伯克希尔哈撒韦的股票,还有哪个公司有资格说自己比巴菲特更擅长投资?除非是快速扩张、资金另有用途的情况下,否则公司很有钱,但不回购分红,肯定是有问题的。不是财务现金流有问题,就是公司管理层人品有问题。 从A股的案例来看,凡是把公司的钱拿去投资的公司,基本上很少有做得好","text":"$伯克希尔(BRK.A)$ 连巴菲特都要回购伯克希尔哈撒韦的股票,还有哪个公司有资格说自己比巴菲特更擅长投资?除非是快速扩张、资金另有用途的情况下,否则公司很有钱,但不回购分红,肯定是有问题的。不是财务现金流有问题,就是公司管理层人品有问题。 从A股的案例来看,凡是把公司的钱拿去投资的公司,基本上很少有做得好","images":[{"img":"https://static.tigerbbs.com/383633a12df52047e557c14c39a1217a","width":"753","height":"359"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313559431516232","isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}