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爱雅额
08-28
$Faraday Future(FFIE)$
这公司市值严重虚高。隐瞒增发了。一直在悄悄卖股票套现
爱雅额
08-28
$小鹏汽车(XPEV)$
预测小鹏Mona M03销量数据1、52分钟大定10000+2、24小时大定35000+3、72小时大定50000+
爱雅额
08-27
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
拼多多不要利润也要争市场份额了,阿里拿命来
爱雅额
08-27
$苹果(AAPL)$
巴菲特对消费电子是不太熟悉的 段原来就是搞步步高,对这个行业的理解比巴菲特深刻也是很有可能的,段的基金80%以上是苹果,比巴菲特还重仓
爱雅额
08-27
$微软(MSFT)$
巴菲特不买一股微软,即使跟比尔盖茨出双入对也不买一股,交朋友和做生意完全是界限分明,商业机会多的是失去一个并不可惜,交到了朋友又不至于被不懂的领域所欺骗,这种商业行为还不如直接捐点。
爱雅额
08-26
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
阿里巴巴有望纳入港股通摩根士丹利亦指出,若阿里巴巴在8月内完成香港主要上市地的转换,将可在9月9日获纳入港股通。该行分析师看来,此举将在此后6个月为该股带来120亿美元的资金流入。
爱雅额
08-26
$英特尔(INTC)$
过去优秀,未来就会优秀?洛基亚,英特尔现在在哪里?逻辑谬误啊
爱雅额
08-26
$Meta Platforms(META)$
遍认为Meta的公允价值为每股568.65美元,这意味着分析师的一些增长假设甚至可能比较保守。不过,从所有这些中可以看出,以目前的价格来看,Meta仍然是一项有吸引力的投资
爱雅额
08-26
$Faraday Future(FFIE)$
十倍增发已经在路上了,现在市值高达八亿美金,这公司最多值2000w
爱雅额
08-22
$美国超微公司(AMD)$
以34亿现金 + 11亿股票 + 4亿附加收益的形式收购ZT system一些非常碎片化的想法:1/ 8K里披露的交易细节非常少,反而大多数留到电话会议里说了,TIKR的含金量还在上升。2/ ZT目前年收入大概100亿美元,AMD计划剥离制造业务,保留40%员工负责设计/服务等。听上去AMD保留的业务收入和OPEX都是大概1.5亿美元的样子。AMD画饼后面对EPS提升靠‘卖更多的AI GPU’3/ 从战略看是对的,AMD最近的一系列收购都在补充芯片层面以外的能力——软件、网络、这次系统集成,为苏妈的消费算个帐:Pensando 19亿 + Silo AI 6.65亿 + ZT 49亿元 就算70亿好了。跟着卖方欢呼AMD yes之外忍不住查了下黄哥收购MLNX的价格 - 69亿。。。4/ 看了下AMD的transcript大段大段还是在讲提供定制化能力,也就是说虽然模仿黄哥把AI从芯片玩成了系统级的游戏,但是价值点还是不一样。我认为AMD处于NVDA/AVGO(ASIC)之间一个略微尴尬的位置好像还是没改变。。5/ ZT收购再剥离后考虑到AMD留下了40%的员工,目测会对服务器领域的份额有小小的洗牌。。。复杂题留给有台湾产业链关系的卷王们了。。。6/ 不清楚ZT具体的财务/增长状况,但是AMD这种战略收购也就给出了大概0.5x PS的价格。。看了下台湾0.4-1x PS,美国1x+ 的估值区间,嗯。。。
爱雅额
08-22
$理想汽车(LI)$
汽车的代言人确实很难立竿见影的转化成销量,但在整个的营销转化漏斗中,代言人可以解决第一个阶段的流量问题,让更多的人知道一个品牌、产生兴趣并且走进专卖店,至于潜客进店之后的环节,代言人基本上就发挥不了太大作用了。像理想和华为的竞争,其实就是在这第一个流量来源的环节,就拉开了很大的距离,反而到店之后的转化,理想并不差,也不怕问界。所以理想其实是应该请代言人的,这是我一贯的看法
爱雅额
08-22
$苹果(AAPL)$
苹果市值重回3万亿美元,上市40多年以来股价翻了1200多倍微软自1986年IPO以来,股价累计涨幅接近3万倍英伟达自从1999年上市以来涨幅1000倍首次公开募股以来,亚马逊的股价上涨了2000多倍特斯拉,在2010年6月上市以来涨幅达到242倍,1986年上市的Costco,截止目前,股价涨了386倍
爱雅额
08-22
$Meta Platforms(META)$
李录前年300买meta,买成第二大仓位,去年100多割肉清仓。现在meta500多。不要盲目抄作业!
爱雅额
08-20
$超微电脑(SMCI)$
经过了各种困扰、各种猜测,不管友商高涨还是下跌都在上行都在稳步上行,其动力来自源源不断的创新,源源不断的各种采购需求!
爱雅额
08-20
$腾讯控股(00700)$
全天成交仅44亿,双方围绕日均线370.9谨慎交战。已经连续四个交易日成交和振幅都在萎缩,今日主力战场更是狭窄到不到1.5元,应该都憋坏了。明日谁将率先突破呢?在368-382之间,谁的空间更大,已经显而易见了。
爱雅额
08-20
$微软(MSFT)$
股价已经非常接近我们给出的上方424.5元一线的压力位。可以考虑减仓或平仓
爱雅额
08-19
$CINGULATE INC.(CING)$
Cingulate Therapeutics上市,该公司是一家生物制药公司。截至2021年10月7日,全球医疗健康领域本年度共发生1803起投融资事件,总融资金额约8413.98亿元。国内医疗健康领域本年度共发生934起投融资事件,总融资金额约2201.05亿元
爱雅额
08-19
$超微电脑(SMCI)$
刚才超微电脑买方力量不足 不过现在好像开始买方力量有所增加 我是觉得这是一个有潜力的价位
爱雅额
08-19
$谷歌(GOOG)$
$谷歌A(GOOGL)$
周末谷歌前CEO的演讲很火,最核心观点就是中美之间必有一场AI科技战,而欧洲和日本等算不上。埃里克·施密特还层提到4个关键词:富有的国家、很多才华横溢的人、强大的教育体系和想赢的决心
爱雅额
08-16
$亚马逊(AMZN)$
微软、亚马逊多年来给予高估值的原因我认为是其云计算业务的高增长,但是实际上2021年亚马逊股价开始滞涨的背后是云计算业务增长的放缓,到今天微软亚马逊的云计算业务增速逐年降低,如果人工智能服务不能给二者带来多少实际业绩增长的话,微软亚马逊未来确实有估值降低的风险。
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拼多多不要利润也要争市场份额了,阿里拿命来","images":[{"img":"https://static.tigerbbs.com/7ee0e3acc6ff3131396a1a80942fb007","width":"291","height":"311"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343034883068272","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104748128179940","authorId":"4104748128179940","name":"保险王丁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4104748128179940","authorIdStr":"4104748128179940"},"content":"拼夕夕这种商业模式不可能长久。","text":"拼夕夕这种商业模式不可能长久。","html":"拼夕夕这种商业模式不可能长久。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":343032028520688,"gmtCreate":1724769614783,"gmtModify":1724769616758,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"themes":[],"htmlText":"<a 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巴菲特不买一股微软,即使跟比尔盖茨出双入对也不买一股,交朋友和做生意完全是界限分明,商业机会多的是失去一个并不可惜,交到了朋友又不至于被不懂的领域所欺骗,这种商业行为还不如直接捐点。","text":"$微软(MSFT)$ 巴菲特不买一股微软,即使跟比尔盖茨出双入对也不买一股,交朋友和做生意完全是界限分明,商业机会多的是失去一个并不可惜,交到了朋友又不至于被不懂的领域所欺骗,这种商业行为还不如直接捐点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343029414633840","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342629823246576,"gmtCreate":1724671420137,"gmtModify":1724671422058,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"themes":[],"htmlText":"<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>阿里巴巴有望纳入港股通摩根士丹利亦指出,若阿里巴巴在8月内完成香港主要上市地的转换,将可在9月9日获纳入港股通。该行分析师看来,此举将在此后6个月为该股带来120亿美元的资金流入。","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>阿里巴巴有望纳入港股通摩根士丹利亦指出,若阿里巴巴在8月内完成香港主要上市地的转换,将可在9月9日获纳入港股通。该行分析师看来,此举将在此后6个月为该股带来120亿美元的资金流入。","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 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过去优秀,未来就会优秀?洛基亚,英特尔现在在哪里?逻辑谬误啊","text":"$英特尔(INTC)$ 过去优秀,未来就会优秀?洛基亚,英特尔现在在哪里?逻辑谬误啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342628191068528","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342624904761584,"gmtCreate":1724670219334,"gmtModify":1724670220862,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> 遍认为Meta的公允价值为每股568.65美元,这意味着分析师的一些增长假设甚至可能比较保守。不过,从所有这些中可以看出,以目前的价格来看,Meta仍然是一项有吸引力的投资","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 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十倍增发已经在路上了,现在市值高达八亿美金,这公司最多值2000w","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 十倍增发已经在路上了,现在市值高达八亿美金,这公司最多值2000w","text":"$Faraday Future(FFIE)$ 十倍增发已经在路上了,现在市值高达八亿美金,这公司最多值2000w","images":[{"img":"https://static.tigerbbs.com/729cb693ce5ad77e596a888d5e5e611a","width":"803","height":"499"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/342623132041456","isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"FF早已资不抵债了。","text":"FF早已资不抵债了。","html":"FF早已资不抵债了。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":341282243760368,"gmtCreate":1724333571678,"gmtModify":1724333645305,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>以34亿现金 + 11亿股票 + 4亿附加收益的形式收购ZT system一些非常碎片化的想法:1/ 8K里披露的交易细节非常少,反而大多数留到电话会议里说了,TIKR的含金量还在上升。2/ ZT目前年收入大概100亿美元,AMD计划剥离制造业务,保留40%员工负责设计/服务等。听上去AMD保留的业务收入和OPEX都是大概1.5亿美元的样子。AMD画饼后面对EPS提升靠‘卖更多的AI GPU’3/ 从战略看是对的,AMD最近的一系列收购都在补充芯片层面以外的能力——软件、网络、这次系统集成,为苏妈的消费算个帐:Pensando 19亿 + Silo AI 6.65亿 + ZT 49亿元 就算70亿好了。跟着卖方欢呼AMD yes之外忍不住查了下黄哥收购MLNX的价格 - 69亿。。。4/ 看了下AMD的transcript大段大段还是在讲提供定制化能力,也就是说虽然模仿黄哥把AI从芯片玩成了系统级的游戏,但是价值点还是不一样。我认为AMD处于NVDA/AVGO(ASIC)之间一个略微尴尬的位置好像还是没改变。。5/ ZT收购再剥离后考虑到AMD留下了40%的员工,目测会对服务器领域的份额有小小的洗牌。。。复杂题留给有台湾产业链关系的卷王们了。。。6/ 不清楚ZT具体的财务/增长状况,但是AMD这种战略收购也就给出了大概0.5x PS的价格。。看了下台湾0.4-1x PS,美国1x+ 的估值区间,嗯。。。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>以34亿现金 + 11亿股票 + 4亿附加收益的形式收购ZT system一些非常碎片化的想法:1/ 8K里披露的交易细节非常少,反而大多数留到电话会议里说了,TIKR的含金量还在上升。2/ ZT目前年收入大概100亿美元,AMD计划剥离制造业务,保留40%员工负责设计/服务等。听上去AMD保留的业务收入和OPEX都是大概1.5亿美元的样子。AMD画饼后面对EPS提升靠‘卖更多的AI GPU’3/ 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不清楚ZT具体的财务/增长状况,但是AMD这种战略收购也就给出了大概0.5x PS的价格。。看了下台湾0.4-1x PS,美国1x+ 的估值区间,嗯。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341282243760368","isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341237611630832,"gmtCreate":1724322675162,"gmtModify":1724322680538,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v> 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汽车的代言人确实很难立竿见影的转化成销量,但在整个的营销转化漏斗中,代言人可以解决第一个阶段的流量问题,让更多的人知道一个品牌、产生兴趣并且走进专卖店,至于潜客进店之后的环节,代言人基本上就发挥不了太大作用了。像理想和华为的竞争,其实就是在这第一个流量来源的环节,就拉开了很大的距离,反而到店之后的转化,理想并不差,也不怕问界。所以理想其实是应该请代言人的,这是我一贯的看法","images":[{"img":"https://static.tigerbbs.com/a3cc5452e2b341841929cc98d7ccb1e5","width":"569","height":"357"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341237611630832","isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":341234740695280,"gmtCreate":1724321974250,"gmtModify":1724324325931,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 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今天换电效率已经不具备优势,换电是蔚来的沉没成本,经济学上理性人的选择是放弃换电。我常去的蔚来空间,大约十几位工作人员为车主服务,我观察多数无所事事,企业如果迟迟不盈利这种非利润项目何以维继?换句话说,这个模式在当下这个阶段,商业上不可持续。电动车的终局越来越清晰,拥有技术优势和成本优势的少数几家能跑出来,新势力们大多要面对被收购或破产的命运。或许十年后,最终站在巅峰的那家新能力车企有资本像蔚来这么玩。","images":[{"img":"https://static.tigerbbs.com/b1c082b3c7ec6c81c6e0b8654626aa86","width":"581","height":"349"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/243391215640872","isVote":1,"tweetType":1,"viewCount":3698,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515987544711074","authorId":"3515987544711074","name":"无辜的企鹅","avatar":"https://static.tigerbbs.com/000ecb1d0e8802dcb3f23b34387cba64","crmLevel":2,"crmLevelSwitch":0,"idStr":"3515987544711074","authorIdStr":"3515987544711074"},"content":"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","text":"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","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/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"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":8057,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573989901691287","authorId":"3573989901691287","name":"AllenGAMES","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3573989901691287","authorIdStr":"3573989901691287"},"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/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"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":1468,"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/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"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 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$拼多多(PDD)$","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":1957,"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/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"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 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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":1946,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4094775557278220","authorId":"4094775557278220","name":"月落满江树","avatar":"https://static.tigerbbs.com/676581f2cafca2b16087fc3ccd78ff31","crmLevel":1,"crmLevelSwitch":1,"idStr":"4094775557278220","authorIdStr":"4094775557278220"},"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/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"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":7499,"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,"idStr":"3574609203076960","authorIdStr":"3574609203076960"},"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/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"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":4156,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527685074951259","authorId":"3527685074951259","name":"雾狸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3527685074951259","authorIdStr":"3527685074951259"},"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/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"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":2280,"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,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"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/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"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。 $瑞幸咖啡(LKNCY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/262580350648360","isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558036244795350","authorId":"3558036244795350","name":"奋斗的法斗","avatar":"https://static.tigerbbs.com/b7f438ff0c9fa3556e09f7fbc5280a3b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3558036244795350","authorIdStr":"3558036244795350"},"content":"请问哪里可以查看到优选股的数量呢?年报披露?谢谢","text":"请问哪里可以查看到优选股的数量呢?年报披露?谢谢","html":"请问哪里可以查看到优选股的数量呢?年报披露?谢谢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326451677511680,"gmtCreate":1720702730050,"gmtModify":1720702732629,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 什么是好的商业模式?苹果放弃了10年的造车计划,证明其看到新能源车背后的实质逻辑,如同高手下棋,走完几步就能看出结局,虽然努力,奈何人不胜天,即使花费了几百亿造车,一切还是太晚了。一个人的精力是有限的,一个企业的精力也是有限的。重大的前瞻性布局起码比行业对手早且快速落地,而苹果却错失良机。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 什么是好的商业模式?苹果放弃了10年的造车计划,证明其看到新能源车背后的实质逻辑,如同高手下棋,走完几步就能看出结局,虽然努力,奈何人不胜天,即使花费了几百亿造车,一切还是太晚了。一个人的精力是有限的,一个企业的精力也是有限的。重大的前瞻性布局起码比行业对手早且快速落地,而苹果却错失良机。","text":"$苹果(AAPL)$ 什么是好的商业模式?苹果放弃了10年的造车计划,证明其看到新能源车背后的实质逻辑,如同高手下棋,走完几步就能看出结局,虽然努力,奈何人不胜天,即使花费了几百亿造车,一切还是太晚了。一个人的精力是有限的,一个企业的精力也是有限的。重大的前瞻性布局起码比行业对手早且快速落地,而苹果却错失良机。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/326451677511680","isVote":1,"tweetType":1,"viewCount":2341,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"京东商城","avatar":"https://static.tigerbbs.com/d53b796060b9063c71e0d2e5eaabe9fe","crmLevel":7,"crmLevelSwitch":0,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"content":"造车计划的流产跟不断下滑的iphone销量有很大关系,当你最赚钱的产品变得越来越不赚钱,还谈梦想? 谈谈生存吧","text":"造车计划的流产跟不断下滑的iphone销量有很大关系,当你最赚钱的产品变得越来越不赚钱,还谈梦想? 谈谈生存吧","html":"造车计划的流产跟不断下滑的iphone销量有很大关系,当你最赚钱的产品变得越来越不赚钱,还谈梦想? 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和AWS在光模块的需求是级差 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>","text":"产业选股的逻辑:要找那个最正宗的,弹性也来源于正宗性。什么叫正宗?1,有人要炒铜缆的,就要盯着安费诺,其它都是废材,看都不用看。2,譬如你看好HBM $HudBay Minerals Inc(HBM)$ ,那就盯着美光,顺着美光,找唯一供应商,没有,就死磕美光。3,光模块,盯销量最大的那个客户,英伟达 $英伟达(NVDA)$ 和AWS在光模块的需求是级差 $美光科技(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288514785931280","isVote":1,"tweetType":1,"viewCount":20473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259697573613568,"gmtCreate":1704430564780,"gmtModify":1704435538105,"author":{"id":"9000000000000216","authorId":"9000000000000216","name":"爱雅额","avatar":"https://static.tigerbbs.com/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v 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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。 $蔚来(NIO)$ 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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":1552,"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,"idStr":"127965840282720","authorIdStr":"127965840282720"},"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/2a3c9f1e4d056b8f2c66c22a8930b166","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000216","authorIdStr":"9000000000000216"},"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":2952,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513312350267839","authorId":"3513312350267839","name":"金锵","avatar":"https://static.tigerbbs.com/1019689b2194ee1533506829e92dd423","crmLevel":5,"crmLevelSwitch":1,"idStr":"3513312350267839","authorIdStr":"3513312350267839"},"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}],"lives":[]}