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再放些水吧
03-25
Lululemon一直是我的观察仓,真觉得太贵了没法出手,但也眼睁睁看着一步步涨上去了(well...),主要有几个原因:(1)增速不到20%,之前如何给50x的P/E?这个品牌溢价有点过于高了;(2)国际市场的天花板确实很高,但公司的扩张速度似乎不是很激进,反而导致其增速比较慢,那么如何支撑这个估值?
$lululemon athletica(LULU)$
再放些水吧
03-25
理想汽车从选择增程开始就有太多的人不看好他的产品路线,产品路线的质疑以及初代产品断轴门等一系列事件都未能减缓其迅速成长的速度,对于一个新势力来说,这种爆炸式的成功无论是外部还是企业内部恐怕都会产生不适感,这种内外都不适感的情绪在不断地纠结、聚集最终集中爆发在了这次新产品的发布。mega的争议的确很大,所以我很想看看他的应对方式
$理想汽车(LI)$
再放些水吧
03-20
这家压了几个亿的订单没完成,各位股东们做好长期持有必不会亏的心态就行。而且他们的董事高管一直在卖卖卖。什么情况大家子心里有数就行,我是不看好了
$SoundHound AI Inc(SOUN)$
再放些水吧
03-19
从上市历年来看还没有出现合股、增发的情况。此轮上涨或反弹时间还不够,仅仅半个月,飞行汽车的行情预估还有一个月左右,飞行汽车这个东西感觉还是非常能吸引投资的
$亿航智能(EH)$
再放些水吧
03-14
学习了近些日子的讨论,总结一下pros and cons. 目前持币1.7万,将来可能还能挖到5万个币,假设单枚到十万美元,一枚不卖,大概估值300亿美元,这是优点。减半后业务只能持续十年,能否持续每个月挖出500枚,估值未考虑负债,增发在即,这是主要缺点。conclusion:短期跌透也许会有一波行情,不过发不了大财。欢迎各位拍砖。
$Marathon Digital Holdings Inc(MARA)$
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03-14
由于游戏的不确定性,所以腾讯整合上下游产业链,包括研发,发行和渠道等等,还有就是投资入股游戏公司。 简单来说腾讯就像八爪鱼,渗透到游戏行业的每个角落,让不确定的游戏,变成一个靠谱的生意。
$腾讯控股(00700)$
再放些水吧
03-05
跌的时候就是被抖音打的满地找牙,涨的时候就是稀缺本地生活服务商。看股价涨跌判断企业的你们是有一套的。只能说抖音已经快统治世界了,是时候反垄断法出面了
$美团-W(03690)$
再放些水吧
02-23
理想给我的感觉是不依靠产品,主要依靠老板个人能力和公司属性,还有实打实的单车销售价格、销量、利润。营销成本确实不低,不过这么搞的股价也给了他资本
$理想汽车(LI)$
再放些水吧
02-23
高途佳品潜力还可以,几个主播都挺能打的,川川,铜盆,浩天,说明团队有能力,团队很能打,这几天高途应该起来了,我个人是给很高预期的
$高途(GOTU)$
再放些水吧
02-01
除了英伟达之外AI股只能买amd 英特尔了,唉微软真的是太贵了,万一跌了我是没钱补仓的,只能说去年错过机会了,一失足成千古恨
$微软(MSFT)$
再放些水吧
02-01
现在情况明了了,多头, 好戏散场了。现在我就感觉很恶心 我怀疑今天398开盘再跌一次 跌到昨天的最低价,只能说科网股升的快爆破的更快
$Meta Platforms(META)$
再放些水吧
01-31
看到有人说现在爆拉庄家就是大善人,其实现在爆跌 庄家也是大善人 都知道没那么快会涨 直接做空也大赚特赚,但是理性的人太少了,即便是老手也有上头的时候
$Marathon Digital Holdings Inc(MARA)$
再放些水吧
01-30
京东的东西现在是越来越贵,我都不明白它还有什么竞争力,靠那几十万懒得找下家的plus用户?贵是不争的事实,违背初心了,我记得之前还说过做全网最便宜呢
$京东(JD)$
再放些水吧
01-30
还傻乎乎的往里进呢?这不就是庄拉高出货的信号吗?哈哈哈,不过我还蛮开心的,这个月零花钱赚到了,就是不知道能不能站稳,再看看吧
$Lucid Group Inc(LCID)$
再放些水吧
01-29
年前几个海外巨头的财报很重要,直接决定AI板块是加速还是再等等,AMD、微软、谷歌都是1月31日早上6点左右,亚马逊、Meta都是2月2日早上,英伟达要到2月下旬。我认为可以利用这次杀跌把没买够的仓位买到舒服。
$Meta Platforms(META)$
再放些水吧
01-26
Meta这类公司难道能年年购买100亿美元的芯片,退一万步说Meta年年买,那Meta这么大支出凭啥涨啊,真的看不懂,感觉看不懂马斯克的战略了
$Meta Platforms(META)$
再放些水吧
01-26
今明两年关注2点:1. 制程是否能赶上甚至超越TSMC。2. 是否能在AI DC端分一杯羹。公司的衰弱是日积月累的结果,公司如果想重回正轨也是一个水滴石穿的过程。看看英特尔以后怎么样吧
$英特尔(INTC)$
再放些水吧
01-25
中国很多大企业搞到最后都这样,实控人跑路了,钱都转走了,剩下一群白蚁啃食这个公司。。。内控也已经完蛋了,每个环节都贪污腐败。。。没了东子的京东感觉就是这样
$京东(JD)$
再放些水吧
01-24
微软一年时间,都翻倍了。直接超越苹果。这几天又新高了,盘前已突破400……1月30日财报发布,利润大概率也新高,然后pe下降,越涨越便宜,这事闹的,自从搭上了AI,真的是窜天猴。
$微软(MSFT)$
再放些水吧
01-23
为一入场,新M7M9会打得理想2024年死翘翘,我实在想不通增程式和冰箱彩电大沙发在24年还能有什么优势,大家都弄你就是死翘翘啊,特别是华为入场了
$理想汽车(LI)$
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$理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/98c61251aacc4fdedfec25dce02952f0","width":"295","height":"296"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288098386223152","isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286371820187688,"gmtCreate":1710932544800,"gmtModify":1710932547895,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000235","idStr":"9000000000000235"},"themes":[],"htmlText":"这家压了几个亿的订单没完成,各位股东们做好长期持有必不会亏的心态就行。而且他们的董事高管一直在卖卖卖。什么情况大家子心里有数就行,我是不看好了 <a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$</a>","listText":"这家压了几个亿的订单没完成,各位股东们做好长期持有必不会亏的心态就行。而且他们的董事高管一直在卖卖卖。什么情况大家子心里有数就行,我是不看好了 <a 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Inc(SOUN)$","images":[{"img":"https://static.tigerbbs.com/647adf1bab9d04c83876aded83ab5935","width":"606","height":"559"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286371820187688","isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286053217054760,"gmtCreate":1710854760832,"gmtModify":1710854762436,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000235","idStr":"9000000000000235"},"themes":[],"htmlText":"从上市历年来看还没有出现合股、增发的情况。此轮上涨或反弹时间还不够,仅仅半个月,飞行汽车的行情预估还有一个月左右,飞行汽车这个东西感觉还是非常能吸引投资的 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> <v-v 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尽管存在这些缺点,亿航216在飞行性能、驾驶舱舒适性和空间宽敞度等方面表现尚可,能够应用于空中交通、旅游观光、医疗急救、物流运输等多个领域","text":"亿航216的缺点主要包括: 电池续航问题:在电池续航没有理论突破的前提下,亿航216的飞行时间最多也只能达到1小时左右1。 空域管制问题:由于空域管制,亿航216的飞行区域受限,只能在特定区域运营,这决定了它无法普及到更广泛的应用场景1。 充电时间:充电时间较长,需要2-3小时,这影响了设备的使用效率2。 尽管存在这些缺点,亿航216在飞行性能、驾驶舱舒适性和空间宽敞度等方面表现尚可,能够应用于空中交通、旅游观光、医疗急救、物流运输等多个领域","html":"亿航216的缺点主要包括: 电池续航问题:在电池续航没有理论突破的前提下,亿航216的飞行时间最多也只能达到1小时左右1。 空域管制问题:由于空域管制,亿航216的飞行区域受限,只能在特定区域运营,这决定了它无法普及到更广泛的应用场景1。 充电时间:充电时间较长,需要2-3小时,这影响了设备的使用效率2。 尽管存在这些缺点,亿航216在飞行性能、驾驶舱舒适性和空间宽敞度等方面表现尚可,能够应用于空中交通、旅游观光、医疗急救、物流运输等多个领域"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284262311690280,"gmtCreate":1710416463007,"gmtModify":1710416466692,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000235","idStr":"9000000000000235"},"themes":[],"htmlText":"学习了近些日子的讨论,总结一下pros and cons. 目前持币1.7万,将来可能还能挖到5万个币,假设单枚到十万美元,一枚不卖,大概估值300亿美元,这是优点。减半后业务只能持续十年,能否持续每个月挖出500枚,估值未考虑负债,增发在即,这是主要缺点。conclusion:短期跌透也许会有一波行情,不过发不了大财。欢迎各位拍砖。 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"1\"></v-v>","listText":"学习了近些日子的讨论,总结一下pros and cons. 目前持币1.7万,将来可能还能挖到5万个币,假设单枚到十万美元,一枚不卖,大概估值300亿美元,这是优点。减半后业务只能持续十年,能否持续每个月挖出500枚,估值未考虑负债,增发在即,这是主要缺点。conclusion:短期跌透也许会有一波行情,不过发不了大财。欢迎各位拍砖。 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"1\"></v-v>","text":"学习了近些日子的讨论,总结一下pros and cons. 目前持币1.7万,将来可能还能挖到5万个币,假设单枚到十万美元,一枚不卖,大概估值300亿美元,这是优点。减半后业务只能持续十年,能否持续每个月挖出500枚,估值未考虑负债,增发在即,这是主要缺点。conclusion:短期跌透也许会有一波行情,不过发不了大财。欢迎各位拍砖。 $Marathon Digital Holdings 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data-views=\"1\"></v-v>","text":"理想给我的感觉是不依靠产品,主要依靠老板个人能力和公司属性,还有实打实的单车销售价格、销量、利润。营销成本确实不低,不过这么搞的股价也给了他资本 $理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/4cd66c98389dafe853e567e7138a91f8","width":"1200","height":"800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277072453902408","isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":277067626029128,"gmtCreate":1708674439937,"gmtModify":1708674443395,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000235","idStr":"9000000000000235"},"themes":[],"htmlText":"高途佳品潜力还可以,几个主播都挺能打的,川川,铜盆,浩天,说明团队有能力,团队很能打,这几天高途应该起来了,我个人是给很高预期的 <a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> <v-v 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$高途(GOTU)$","images":[{"img":"https://static.tigerbbs.com/d69e52e4e8ca74c5fb41fb0c418fc30d","width":"440","height":"434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277067626029128","isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":269316515344400,"gmtCreate":1706773761416,"gmtModify":1706773762839,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000235","idStr":"9000000000000235"},"themes":[],"htmlText":"除了英伟达之外AI股只能买amd 英特尔了,唉微软真的是太贵了,万一跌了我是没钱补仓的,只能说去年错过机会了,一失足成千古恨 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"除了英伟达之外AI股只能买amd 英特尔了,唉微软真的是太贵了,万一跌了我是没钱补仓的,只能说去年错过机会了,一失足成千古恨 <a 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直接做空也大赚特赚,但是理性的人太少了,即便是老手也有上头的时候 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"1\"></v-v>","listText":"看到有人说现在爆拉庄家就是大善人,其实现在爆跌 庄家也是大善人 都知道没那么快会涨 直接做空也大赚特赚,但是理性的人太少了,即便是老手也有上头的时候 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"1\"></v-v>","text":"看到有人说现在爆拉庄家就是大善人,其实现在爆跌 庄家也是大善人 都知道没那么快会涨 直接做空也大赚特赚,但是理性的人太少了,即便是老手也有上头的时候 $Marathon Digital Holdings 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href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v>","text":"年前几个海外巨头的财报很重要,直接决定AI板块是加速还是再等等,AMD、微软、谷歌都是1月31日早上6点左右,亚马逊、Meta都是2月2日早上,英伟达要到2月下旬。我认为可以利用这次杀跌把没买够的仓位买到舒服。 $Meta Platforms(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268284975800384","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":267193830793272,"gmtCreate":1706255992400,"gmtModify":1706255993880,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000235","idStr":"9000000000000235"},"themes":[],"htmlText":"Meta这类公司难道能年年购买100亿美元的芯片,退一万步说Meta年年买,那Meta这么大支出凭啥涨啊,真的看不懂,感觉看不懂马斯克的战略了 <a 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data-views=\"1\"></v-v>","text":"从上市历年来看还没有出现合股、增发的情况。此轮上涨或反弹时间还不够,仅仅半个月,飞行汽车的行情预估还有一个月左右,飞行汽车这个东西感觉还是非常能吸引投资的 $亿航智能(EH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/286053217054760","isVote":1,"tweetType":1,"viewCount":1837,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3439264380762094","authorId":"3439264380762094","name":"别具一格","avatar":"https://static.tigerbbs.com/44518108f2e9298952db9ffdd0e63edb","crmLevel":2,"crmLevelSwitch":0,"idStr":"3439264380762094","authorIdStr":"3439264380762094"},"content":"亿航216的缺点主要包括: 电池续航问题:在电池续航没有理论突破的前提下,亿航216的飞行时间最多也只能达到1小时左右1。 空域管制问题:由于空域管制,亿航216的飞行区域受限,只能在特定区域运营,这决定了它无法普及到更广泛的应用场景1。 充电时间:充电时间较长,需要2-3小时,这影响了设备的使用效率2。 尽管存在这些缺点,亿航216在飞行性能、驾驶舱舒适性和空间宽敞度等方面表现尚可,能够应用于空中交通、旅游观光、医疗急救、物流运输等多个领域","text":"亿航216的缺点主要包括: 电池续航问题:在电池续航没有理论突破的前提下,亿航216的飞行时间最多也只能达到1小时左右1。 空域管制问题:由于空域管制,亿航216的飞行区域受限,只能在特定区域运营,这决定了它无法普及到更广泛的应用场景1。 充电时间:充电时间较长,需要2-3小时,这影响了设备的使用效率2。 尽管存在这些缺点,亿航216在飞行性能、驾驶舱舒适性和空间宽敞度等方面表现尚可,能够应用于空中交通、旅游观光、医疗急救、物流运输等多个领域","html":"亿航216的缺点主要包括: 电池续航问题:在电池续航没有理论突破的前提下,亿航216的飞行时间最多也只能达到1小时左右1。 空域管制问题:由于空域管制,亿航216的飞行区域受限,只能在特定区域运营,这决定了它无法普及到更广泛的应用场景1。 充电时间:充电时间较长,需要2-3小时,这影响了设备的使用效率2。 尽管存在这些缺点,亿航216在飞行性能、驾驶舱舒适性和空间宽敞度等方面表现尚可,能够应用于空中交通、旅游观光、医疗急救、物流运输等多个领域"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266144336072824,"gmtCreate":1705995058082,"gmtModify":1705995064394,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000235","authorIdStr":"9000000000000235"},"themes":[],"htmlText":"与上一年相比,蔚来2024年的销售目标是23万辆,涨幅43%。目前蔚来汽车的均价可不低啊,和bba特斯拉一个级别的,达成这个目标任重而道远啊,不过还是很有希望的 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v 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太难了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286371820187688,"gmtCreate":1710932544800,"gmtModify":1710932547895,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000235","authorIdStr":"9000000000000235"},"themes":[],"htmlText":"这家压了几个亿的订单没完成,各位股东们做好长期持有必不会亏的心态就行。而且他们的董事高管一直在卖卖卖。什么情况大家子心里有数就行,我是不看好了 <a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$</a>","listText":"这家压了几个亿的订单没完成,各位股东们做好长期持有必不会亏的心态就行。而且他们的董事高管一直在卖卖卖。什么情况大家子心里有数就行,我是不看好了 <a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$</a>","text":"这家压了几个亿的订单没完成,各位股东们做好长期持有必不会亏的心态就行。而且他们的董事高管一直在卖卖卖。什么情况大家子心里有数就行,我是不看好了 $SoundHound AI 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data-views=\"1\"></v-v>","listText":"整备质量2.3吨,可以说这车就是L7往小了拉皮,成本也不会低多少。但是L7现在都已经27w起步了,这车售价低于25w估计不赚钱,高于25w估计卖不出去。结论就一个,细分市场就那么大一丁点儿,主流市场的拼杀任何时候都躲不过,如果l6卖23w我觉得大多数普通人可以买了 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v>","text":"整备质量2.3吨,可以说这车就是L7往小了拉皮,成本也不会低多少。但是L7现在都已经27w起步了,这车售价低于25w估计不赚钱,高于25w估计卖不出去。结论就一个,细分市场就那么大一丁点儿,主流市场的拼杀任何时候都躲不过,如果l6卖23w我觉得大多数普通人可以买了 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data-views=\"1\"></v-v>","text":"理想MindGPT都那样了,小爱同学还在原地踏步…不得不说这次理想的更新真是戳到我了,这次的智能化和交互是真的说明理想有把客户放在心上的,而且这个gpt绝对花了大力气,点赞! 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data-views=\"0\"></v-v>","listText":"理想汽车从选择增程开始就有太多的人不看好他的产品路线,产品路线的质疑以及初代产品断轴门等一系列事件都未能减缓其迅速成长的速度,对于一个新势力来说,这种爆炸式的成功无论是外部还是企业内部恐怕都会产生不适感,这种内外都不适感的情绪在不断地纠结、聚集最终集中爆发在了这次新产品的发布。mega的争议的确很大,所以我很想看看他的应对方式 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>","text":"理想汽车从选择增程开始就有太多的人不看好他的产品路线,产品路线的质疑以及初代产品断轴门等一系列事件都未能减缓其迅速成长的速度,对于一个新势力来说,这种爆炸式的成功无论是外部还是企业内部恐怕都会产生不适感,这种内外都不适感的情绪在不断地纠结、聚集最终集中爆发在了这次新产品的发布。mega的争议的确很大,所以我很想看看他的应对方式 $理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/98c61251aacc4fdedfec25dce02952f0","width":"295","height":"296"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288098386223152","isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":284262311690280,"gmtCreate":1710416463007,"gmtModify":1710416466692,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000235","authorIdStr":"9000000000000235"},"themes":[],"htmlText":"学习了近些日子的讨论,总结一下pros and cons. 目前持币1.7万,将来可能还能挖到5万个币,假设单枚到十万美元,一枚不卖,大概估值300亿美元,这是优点。减半后业务只能持续十年,能否持续每个月挖出500枚,估值未考虑负债,增发在即,这是主要缺点。conclusion:短期跌透也许会有一波行情,不过发不了大财。欢迎各位拍砖。 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"1\"></v-v>","listText":"学习了近些日子的讨论,总结一下pros and cons. 目前持币1.7万,将来可能还能挖到5万个币,假设单枚到十万美元,一枚不卖,大概估值300亿美元,这是优点。减半后业务只能持续十年,能否持续每个月挖出500枚,估值未考虑负债,增发在即,这是主要缺点。conclusion:短期跌透也许会有一波行情,不过发不了大财。欢迎各位拍砖。 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"1\"></v-v>","text":"学习了近些日子的讨论,总结一下pros and cons. 目前持币1.7万,将来可能还能挖到5万个币,假设单枚到十万美元,一枚不卖,大概估值300亿美元,这是优点。减半后业务只能持续十年,能否持续每个月挖出500枚,估值未考虑负债,增发在即,这是主要缺点。conclusion:短期跌透也许会有一波行情,不过发不了大财。欢迎各位拍砖。 $Marathon Digital Holdings Inc(MARA)$","images":[{"img":"https://static.tigerbbs.com/943458714d098a432bd0223db26e0c7f","width":"100","height":"85"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284262311690280","isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":277072453902408,"gmtCreate":1708675618617,"gmtModify":1708687476339,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000235","authorIdStr":"9000000000000235"},"themes":[],"htmlText":"理想给我的感觉是不依靠产品,主要依靠老板个人能力和公司属性,还有实打实的单车销售价格、销量、利润。营销成本确实不低,不过这么搞的股价也给了他资本 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v>","listText":"理想给我的感觉是不依靠产品,主要依靠老板个人能力和公司属性,还有实打实的单车销售价格、销量、利润。营销成本确实不低,不过这么搞的股价也给了他资本 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v>","text":"理想给我的感觉是不依靠产品,主要依靠老板个人能力和公司属性,还有实打实的单车销售价格、销量、利润。营销成本确实不低,不过这么搞的股价也给了他资本 $理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/4cd66c98389dafe853e567e7138a91f8","width":"1200","height":"800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277072453902408","isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":269316515344400,"gmtCreate":1706773761416,"gmtModify":1706773762839,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000235","authorIdStr":"9000000000000235"},"themes":[],"htmlText":"除了英伟达之外AI股只能买amd 英特尔了,唉微软真的是太贵了,万一跌了我是没钱补仓的,只能说去年错过机会了,一失足成千古恨 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","listText":"除了英伟达之外AI股只能买amd 英特尔了,唉微软真的是太贵了,万一跌了我是没钱补仓的,只能说去年错过机会了,一失足成千古恨 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>","text":"除了英伟达之外AI股只能买amd 英特尔了,唉微软真的是太贵了,万一跌了我是没钱补仓的,只能说去年错过机会了,一失足成千古恨 $微软(MSFT)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269316515344400","isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269309416603664,"gmtCreate":1706772028325,"gmtModify":1706772029646,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000235","authorIdStr":"9000000000000235"},"themes":[],"htmlText":"现在情况明了了,多头, 好戏散场了。现在我就感觉很恶心 我怀疑今天398开盘再跌一次 跌到昨天的最低价,只能说科网股升的快爆破的更快 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v 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直接做空也大赚特赚,但是理性的人太少了,即便是老手也有上头的时候 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"1\"></v-v>","listText":"看到有人说现在爆拉庄家就是大善人,其实现在爆跌 庄家也是大善人 都知道没那么快会涨 直接做空也大赚特赚,但是理性的人太少了,即便是老手也有上头的时候 <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"1\"></v-v>","text":"看到有人说现在爆拉庄家就是大善人,其实现在爆跌 庄家也是大善人 都知道没那么快会涨 直接做空也大赚特赚,但是理性的人太少了,即便是老手也有上头的时候 $Marathon Digital Holdings 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$京东(JD)$","images":[{"img":"https://static.tigerbbs.com/efc29c383bac1cae523dc67cf15e6f44","width":"889","height":"500"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268618803372088","isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":268566695145528,"gmtCreate":1706586672887,"gmtModify":1706587507504,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000235","authorIdStr":"9000000000000235"},"themes":[],"htmlText":"还傻乎乎的往里进呢?这不就是庄拉高出货的信号吗?哈哈哈,不过我还蛮开心的,这个月零花钱赚到了,就是不知道能不能站稳,再看看吧 <a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a> <v-v 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Inc(LCID)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268566695145528","isVote":1,"tweetType":1,"viewCount":1929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268284975800384,"gmtCreate":1706517780112,"gmtModify":1706517782222,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000235","authorIdStr":"9000000000000235"},"themes":[],"htmlText":"年前几个海外巨头的财报很重要,直接决定AI板块是加速还是再等等,AMD、微软、谷歌都是1月31日早上6点左右,亚马逊、Meta都是2月2日早上,英伟达要到2月下旬。我认为可以利用这次杀跌把没买够的仓位买到舒服。 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v>","listText":"年前几个海外巨头的财报很重要,直接决定AI板块是加速还是再等等,AMD、微软、谷歌都是1月31日早上6点左右,亚马逊、Meta都是2月2日早上,英伟达要到2月下旬。我认为可以利用这次杀跌把没买够的仓位买到舒服。 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v>","text":"年前几个海外巨头的财报很重要,直接决定AI板块是加速还是再等等,AMD、微软、谷歌都是1月31日早上6点左右,亚马逊、Meta都是2月2日早上,英伟达要到2月下旬。我认为可以利用这次杀跌把没买够的仓位买到舒服。 $Meta Platforms(META)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268284975800384","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":267193830793272,"gmtCreate":1706255992400,"gmtModify":1706255993880,"author":{"id":"9000000000000235","authorId":"9000000000000235","name":"再放些水吧","avatar":"https://static.tigerbbs.com/a5aa2773c996a6accd9329dd855f8e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000235","authorIdStr":"9000000000000235"},"themes":[],"htmlText":"Meta这类公司难道能年年购买100亿美元的芯片,退一万步说Meta年年买,那Meta这么大支出凭啥涨啊,真的看不懂,感觉看不懂马斯克的战略了 <a 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