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林德布格
06-13
$Faraday Future(FFIE)$
还是希望FFIE横盘等待,从6月1号到6月10日的不完全统计,还是被大量借出卖空,涨一点就被卖空,本来信任此股票的人就越来越少,股价很难再次上涨,横盘吧!多等等,拿输起来不心疼的钱陪老贾再玩一次,一辈子这样的机会不多。
林德布格
06-11
$Big Tree Cloud Holdings Ltd(DSY)$
太快玩完,太会跌了你,卫生巾吸湿都吸得耐过你哈。我真的是好气啊,又没地儿给我撒气。
林德布格
06-03
$Faraday Future(FFIE)$
一夜增加十倍,蓄意欺骗严重影响散户对市场的判断,时间节点卡的十分到位。关键是这货百分之百还有下次,因为这样的事情过去也发生过,这是第三次,所以你们别想着事不过三,因为这货以前还说过不会超过6倍增发,全球80亿人有10亿人不相信你,还有50亿陪你玩。
林德布格
05-31
$特斯拉(TSLA)$
比亚迪2000余公里的混动技术比特斯拉当前续航有绝对优势,目前其车型不大符合我的审美,只看颜值的我依旧会只开油车,但如果出了设计漂亮的车型加上超级续航大概率会心动,竞争加剧。特斯拉接下来真不好说,有点蒙圈了。
林德布格
05-30
$Faraday Future(FFIE)$
老贾前两周抓了个热点,就要做中美新能源车的纽带,结果实力不够,打回原形。妖孽畜生快快现形。
林德布格
05-28
$理想汽车(LI)$
理想跟苹果一样是跟随战略,先让其他公司卷,然后发布爆款。智驾、纯电还没到合适时机。
林德布格
05-27
$美国超微公司(AMD)$
看业务细分,AMD的数据中心业务继续保持增长,但客户端和游戏业务却出现了不同程度的下滑,直接影响了公司的整体业绩。尽管下个季度的指引收入和non-GAAP毛利率都符合预期,但缺乏明显的改善迹象,我对它的未来表示担忧和疑虑。
林德布格
05-24
$苹果(AAPL)$
近几年,无论是在信号通话、电池续航、电池低温性能等传统领域,还是在屏幕防摔、AI拍摄、折叠屏等创新功能上,iPhone都显得竞争力不足了诶。在华为手机没有推出高端旗舰机型的日子里,因为国内其他手机厂商还不够强大,苹果尚且能维持自己的优势。但随着华为的回归,苹果高端市场其实被抢走了很大一部分。
林德布格
05-22
$蔚来(NIO)$
蔚来在一季度基本没有啥优惠活动,但电池及其它物料成本下降很多。业绩同比环比应大幅改善。
林德布格
05-21
$腾讯控股(00700)$
腾讯控股玩完了,又准备冲落250!利好尽出,大股东又无上限减持,回购又得个吹字,有货好走!
林德布格
05-20
$京东(JD)$
目标价位不同,心理预期就不同,不需要天天受波动影响,目光长远一点,收货也会大一点。
林德布格
05-16
$美国超微公司(AMD)$
在客户端市场,AMD开始发力,可能在未来几年内彻底改变其在笔记本市场的弱势地位,并带来显著的市场增量。游戏产品的下滑幅度有些出人意料。不过PS和XBOX的供应商地位尚未遭遇挑战,只是遇到更新周期性。AMD放弃高端显卡市场,转而全力投入下一代AI加速芯片的研发,这是一个明智的决策。未来游戏领域应该不会很好也不会太差。
林德布格
05-15
$超微电脑(SMCI)$
大庄以相同的节奏和比例控制着Nvda与Smci的起伏,当其它投机大资金偶尔“反水”时,散户也会补上。大庄在“有序”撤退时,留在山坡上的韭菜也会比较均匀地分布,呈现出绿油油的美景…
林德布格
05-14
$诺瓦瓦克斯医药(NVAX)$
出现了逼空行情后,真有那么一刹那,想平了特斯拉,然后10块多全部买了它,唉,犹豫就败北。
林德布格
05-10
$亚马逊(AMZN)$
同样是大型平台,为什么亚马逊在欧美的护城河目前看来还是稳固的,做的比亚马逊更好的阿里迅速就被击穿了。仅仅由于国内更卷有点太简化了吧。
林德布格
05-09
$ARM Holdings Ltd(ARM)$
我觉得除了Nasdaq6之外,ARM大部分的业绩都符合预期,但一旦指引稍有差错,市场就会急速下跌,这真的是太难以预测了,呜呜呜。不过,可以转变一下思维,既然市场对一点不好就下跌的敏感度如此之高,那么我们就考虑转向做空单。
林德布格
05-08
$Faraday Future(FFIE)$
这只股票,其实是非常好的一只股票,除去手续费,不论你在哪个位置做空,都能大赚特赚。
林德布格
05-06
$特斯拉(TSLA)$
特斯拉一季度净利润86亿人民币。二季度裁员产生了3亿多美元成本。中美两国市场降价一万多。四月份中国交付量环比跌了3万辆,近50%。这些因素表明特斯拉二季度净利润会暴跌,估计在40亿人民币左右。而理想近期销量明显提升。中国新能源汽车生产成本在逐渐下降,理想二季度净利润超过特斯拉不是不可能。
林德布格
04-26
$超微电脑(SMCI)$
感觉像是机构在找机会出货然后抄底,要不然机构咋赚钱?AI这个概念现在还是热点,暂时还看不到其他热点可以炒作的。超微电脑并没有义务在发申明的时候先提前告知业绩如何如何,机构是故意在过度解读。
林德布格
04-25
$小米集团-W(01810)$
小米跟建军搅在一起混是对的,长城在品控方面绝对第一第二,但雷总这么聪明,未来将是出口界的双雄。
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老贾前两周抓了个热点,就要做中美新能源车的纽带,结果实力不够,打回原形。妖孽畜生快快现形。","images":[{"img":"https://static.tigerbbs.com/5c3d09ae95e8700ebc68c5d0cc36fc4f","width":"720","height":"828"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311439341994032","isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":310744975339568,"gmtCreate":1716883994881,"gmtModify":1716883999169,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v>理想跟苹果一样是跟随战略,先让其他公司卷,然后发布爆款。智驾、纯电还没到合适时机。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v 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近几年,无论是在信号通话、电池续航、电池低温性能等传统领域,还是在屏幕防摔、AI拍摄、折叠屏等创新功能上,iPhone都显得竞争力不足了诶。在华为手机没有推出高端旗舰机型的日子里,因为国内其他手机厂商还不够强大,苹果尚且能维持自己的优势。但随着华为的回归,苹果高端市场其实被抢走了很大一部分。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309362039070864","isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308663266033688,"gmtCreate":1716367179781,"gmtModify":1716367181352,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>蔚来在一季度基本没有啥优惠活动,但电池及其它物料成本下降很多。业绩同比环比应大幅改善。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>蔚来在一季度基本没有啥优惠活动,但电池及其它物料成本下降很多。业绩同比环比应大幅改善。","text":"$蔚来(NIO)$ 蔚来在一季度基本没有啥优惠活动,但电池及其它物料成本下降很多。业绩同比环比应大幅改善。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/308663266033688","isVote":1,"tweetType":1,"viewCount":8984,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575804616438794","authorId":"3575804616438794","name":"我要蔚蔚","avatar":"https://static.tigerbbs.com/baef826607831663b94a598fdd0d29ba","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575804616438794","authorIdStr":"3575804616438794"},"content":"没啥优惠活动,大哥你是生活在火星嘛?","text":"没啥优惠活动,大哥你是生活在火星嘛?","html":"没啥优惠活动,大哥你是生活在火星嘛?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308247084093584,"gmtCreate":1716265707142,"gmtModify":1716265717816,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>腾讯控股玩完了,又准备冲落250!利好尽出,大股东又无上限减持,回购又得个吹字,有货好走!","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"0\"></v-v>腾讯控股玩完了,又准备冲落250!利好尽出,大股东又无上限减持,回购又得个吹字,有货好走!","text":"$腾讯控股(00700)$ 腾讯控股玩完了,又准备冲落250!利好尽出,大股东又无上限减持,回购又得个吹字,有货好走!","images":[{"img":"https://static.tigerbbs.com/89e5f191ee7bf6478c5947654a13b3c0","width":"726","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308247084093584","isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":307881979432984,"gmtCreate":1716176435982,"gmtModify":1716176437766,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"1\"></v-v>目标价位不同,心理预期就不同,不需要天天受波动影响,目光长远一点,收货也会大一点。","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <v-v data-views=\"1\"></v-v>目标价位不同,心理预期就不同,不需要天天受波动影响,目光长远一点,收货也会大一点。","text":"$京东(JD)$ 目标价位不同,心理预期就不同,不需要天天受波动影响,目光长远一点,收货也会大一点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307881979432984","isVote":1,"tweetType":1,"viewCount":4338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306525991206936,"gmtCreate":1715845384170,"gmtModify":1715845385813,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>在客户端市场,AMD开始发力,可能在未来几年内彻底改变其在笔记本市场的弱势地位,并带来显著的市场增量。游戏产品的下滑幅度有些出人意料。不过PS和XBOX的供应商地位尚未遭遇挑战,只是遇到更新周期性。AMD放弃高端显卡市场,转而全力投入下一代AI加速芯片的研发,这是一个明智的决策。未来游戏领域应该不会很好也不会太差。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v>在客户端市场,AMD开始发力,可能在未来几年内彻底改变其在笔记本市场的弱势地位,并带来显著的市场增量。游戏产品的下滑幅度有些出人意料。不过PS和XBOX的供应商地位尚未遭遇挑战,只是遇到更新周期性。AMD放弃高端显卡市场,转而全力投入下一代AI加速芯片的研发,这是一个明智的决策。未来游戏领域应该不会很好也不会太差。","text":"$美国超微公司(AMD)$ 在客户端市场,AMD开始发力,可能在未来几年内彻底改变其在笔记本市场的弱势地位,并带来显著的市场增量。游戏产品的下滑幅度有些出人意料。不过PS和XBOX的供应商地位尚未遭遇挑战,只是遇到更新周期性。AMD放弃高端显卡市场,转而全力投入下一代AI加速芯片的研发,这是一个明智的决策。未来游戏领域应该不会很好也不会太差。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306525991206936","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306171445260312,"gmtCreate":1715758825100,"gmtModify":1715758826746,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v>大庄以相同的节奏和比例控制着Nvda与Smci的起伏,当其它投机大资金偶尔“反水”时,散户也会补上。大庄在“有序”撤退时,留在山坡上的韭菜也会比较均匀地分布,呈现出绿油油的美景…","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"0\"></v-v>大庄以相同的节奏和比例控制着Nvda与Smci的起伏,当其它投机大资金偶尔“反水”时,散户也会补上。大庄在“有序”撤退时,留在山坡上的韭菜也会比较均匀地分布,呈现出绿油油的美景…","text":"$超微电脑(SMCI)$ 大庄以相同的节奏和比例控制着Nvda与Smci的起伏,当其它投机大资金偶尔“反水”时,散户也会补上。大庄在“有序”撤退时,留在山坡上的韭菜也会比较均匀地分布,呈现出绿油油的美景…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306171445260312","isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305831200522264,"gmtCreate":1715675757537,"gmtModify":1715675770177,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a> <v-v data-views=\"1\"></v-v>出现了逼空行情后,真有那么一刹那,想平了特斯拉,然后10块多全部买了它,唉,犹豫就败北。","listText":"<a href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a> <v-v data-views=\"1\"></v-v>出现了逼空行情后,真有那么一刹那,想平了特斯拉,然后10块多全部买了它,唉,犹豫就败北。","text":"$诺瓦瓦克斯医药(NVAX)$ 出现了逼空行情后,真有那么一刹那,想平了特斯拉,然后10块多全部买了它,唉,犹豫就败北。","images":[{"img":"https://static.tigerbbs.com/a27d9d159e1d6d0f15b5a7915dbc6ada","width":"768","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305831200522264","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":304412866297880,"gmtCreate":1715329484534,"gmtModify":1715329486264,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <v-v data-views=\"1\"></v-v>同样是大型平台,为什么亚马逊在欧美的护城河目前看来还是稳固的,做的比亚马逊更好的阿里迅速就被击穿了。仅仅由于国内更卷有点太简化了吧。","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <v-v data-views=\"1\"></v-v>同样是大型平台,为什么亚马逊在欧美的护城河目前看来还是稳固的,做的比亚马逊更好的阿里迅速就被击穿了。仅仅由于国内更卷有点太简化了吧。","text":"$亚马逊(AMZN)$ 同样是大型平台,为什么亚马逊在欧美的护城河目前看来还是稳固的,做的比亚马逊更好的阿里迅速就被击穿了。仅仅由于国内更卷有点太简化了吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304412866297880","isVote":1,"tweetType":1,"viewCount":3689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304057017331736,"gmtCreate":1715242607344,"gmtModify":1715242608987,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> <v-v data-views=\"0\"></v-v>我觉得除了Nasdaq6之外,ARM大部分的业绩都符合预期,但一旦指引稍有差错,市场就会急速下跌,这真的是太难以预测了,呜呜呜。不过,可以转变一下思维,既然市场对一点不好就下跌的敏感度如此之高,那么我们就考虑转向做空单。","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> <v-v data-views=\"0\"></v-v>我觉得除了Nasdaq6之外,ARM大部分的业绩都符合预期,但一旦指引稍有差错,市场就会急速下跌,这真的是太难以预测了,呜呜呜。不过,可以转变一下思维,既然市场对一点不好就下跌的敏感度如此之高,那么我们就考虑转向做空单。","text":"$ARM Holdings Ltd(ARM)$ 我觉得除了Nasdaq6之外,ARM大部分的业绩都符合预期,但一旦指引稍有差错,市场就会急速下跌,这真的是太难以预测了,呜呜呜。不过,可以转变一下思维,既然市场对一点不好就下跌的敏感度如此之高,那么我们就考虑转向做空单。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304057017331736","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303704407871632,"gmtCreate":1715156655330,"gmtModify":1715156992220,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>这只股票,其实是非常好的一只股票,除去手续费,不论你在哪个位置做空,都能大赚特赚。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>这只股票,其实是非常好的一只股票,除去手续费,不论你在哪个位置做空,都能大赚特赚。","text":"$Faraday Future(FFIE)$ 这只股票,其实是非常好的一只股票,除去手续费,不论你在哪个位置做空,都能大赚特赚。","images":[{"img":"https://static.tigerbbs.com/84b17012bc992ef8fc2e3127971befaa","width":"722","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303704407871632","isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":302945603981464,"gmtCreate":1714996763096,"gmtModify":1715000713168,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v 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特斯拉一季度净利润86亿人民币。二季度裁员产生了3亿多美元成本。中美两国市场降价一万多。四月份中国交付量环比跌了3万辆,近50%。这些因素表明特斯拉二季度净利润会暴跌,估计在40亿人民币左右。而理想近期销量明显提升。中国新能源汽车生产成本在逐渐下降,理想二季度净利润超过特斯拉不是不可能。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302945603981464","isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299369301639176,"gmtCreate":1714122839555,"gmtModify":1714301871461,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> <v-v data-views=\"1\"></v-v>感觉像是机构在找机会出货然后抄底,要不然机构咋赚钱?AI这个概念现在还是热点,暂时还看不到其他热点可以炒作的。超微电脑并没有义务在发申明的时候先提前告知业绩如何如何,机构是故意在过度解读。","listText":"<a 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就是砸盘捡便宜筹码"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299012144472072,"gmtCreate":1714035642981,"gmtModify":1714035656704,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>小米跟建军搅在一起混是对的,长城在品控方面绝对第一第二,但雷总这么聪明,未来将是出口界的双雄。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>小米跟建军搅在一起混是对的,长城在品控方面绝对第一第二,但雷总这么聪明,未来将是出口界的双雄。","text":"$小米集团-W(01810)$ 小米跟建军搅在一起混是对的,长城在品控方面绝对第一第二,但雷总这么聪明,未来将是出口界的双雄。","images":[{"img":"https://static.tigerbbs.com/56a7633cbc75f7685ff4cc111ccd9494","width":"720","height":"725"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299012144472072","isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":219392798810128,"gmtCreate":1694598810822,"gmtModify":1694598813069,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> Oracle暴跌超过10%。其主要原因有:1、本Q收入Miss(20M),下Q指引Miss;2、OCI(IaaS)AI相关业务QoQ增长(100M)低于预期;3、Capex Miss,本Q Capex -23% yoy,全财年(23.06-24.06)Capex与去年财年持平,对比翻倍的Bookings,让投资者惊讶;4、公司2022年花费284亿美元收购了Cerner,但本Q Cerner对公司收入有所拖累;5、cRPO +11% yoy,持续走低。欢迎大家讨论","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> Oracle暴跌超过10%。其主要原因有:1、本Q收入Miss(20M),下Q指引Miss;2、OCI(IaaS)AI相关业务QoQ增长(100M)低于预期;3、Capex Miss,本Q Capex -23% yoy,全财年(23.06-24.06)Capex与去年财年持平,对比翻倍的Bookings,让投资者惊讶;4、公司2022年花费284亿美元收购了Cerner,但本Q Cerner对公司收入有所拖累;5、cRPO +11% yoy,持续走低。欢迎大家讨论","text":"$甲骨文(ORCL)$ Oracle暴跌超过10%。其主要原因有:1、本Q收入Miss(20M),下Q指引Miss;2、OCI(IaaS)AI相关业务QoQ增长(100M)低于预期;3、Capex Miss,本Q Capex -23% yoy,全财年(23.06-24.06)Capex与去年财年持平,对比翻倍的Bookings,让投资者惊讶;4、公司2022年花费284亿美元收购了Cerner,但本Q Cerner对公司收入有所拖累;5、cRPO +11% yoy,持续走低。欢迎大家讨论","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219392798810128","isVote":1,"tweetType":1,"viewCount":2082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277099621552144,"gmtCreate":1708682115590,"gmtModify":1708682116892,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 我还是不确定,Coinbase的股价是否会回落到110美元的水平,不过我个人感觉它会回落,看看它的表现吧。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 我还是不确定,Coinbase的股价是否会回落到110美元的水平,不过我个人感觉它会回落,看看它的表现吧。","text":"$Coinbase Global, Inc.(COIN)$ 我还是不确定,Coinbase的股价是否会回落到110美元的水平,不过我个人感觉它会回落,看看它的表现吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277099621552144","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316456001880296,"gmtCreate":1718267551387,"gmtModify":1718267553185,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>还是希望FFIE横盘等待,从6月1号到6月10日的不完全统计,还是被大量借出卖空,涨一点就被卖空,本来信任此股票的人就越来越少,股价很难再次上涨,横盘吧!多等等,拿输起来不心疼的钱陪老贾再玩一次,一辈子这样的机会不多。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v 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还是希望FFIE横盘等待,从6月1号到6月10日的不完全统计,还是被大量借出卖空,涨一点就被卖空,本来信任此股票的人就越来越少,股价很难再次上涨,横盘吧!多等等,拿输起来不心疼的钱陪老贾再玩一次,一辈子这样的机会不多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/316456001880296","isVote":1,"tweetType":1,"viewCount":4701,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4128785656510510","authorId":"4128785656510510","name":"聚风","avatar":"https://static.tigerbbs.com/eb426aac68c79b128f13903ee0ca4668","crmLevel":4,"crmLevelSwitch":0,"idStr":"4128785656510510","authorIdStr":"4128785656510510"},"content":"240合1完了股价跌到0.038把之前的所有人全部收割,之前的投资人没人信他,又借炒作打造ip和美国提高关税助力搞一波翻100倍,摆脱退市增发4亿股又甩锅,真的不知道下一步又是什么骚操作和套路","text":"240合1完了股价跌到0.038把之前的所有人全部收割,之前的投资人没人信他,又借炒作打造ip和美国提高关税助力搞一波翻100倍,摆脱退市增发4亿股又甩锅,真的不知道下一步又是什么骚操作和套路","html":"240合1完了股价跌到0.038把之前的所有人全部收割,之前的投资人没人信他,又借炒作打造ip和美国提高关税助力搞一波翻100倍,摆脱退市增发4亿股又甩锅,真的不知道下一步又是什么骚操作和套路"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308663266033688,"gmtCreate":1716367179781,"gmtModify":1716367181352,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>蔚来在一季度基本没有啥优惠活动,但电池及其它物料成本下降很多。业绩同比环比应大幅改善。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>蔚来在一季度基本没有啥优惠活动,但电池及其它物料成本下降很多。业绩同比环比应大幅改善。","text":"$蔚来(NIO)$ 蔚来在一季度基本没有啥优惠活动,但电池及其它物料成本下降很多。业绩同比环比应大幅改善。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/308663266033688","isVote":1,"tweetType":1,"viewCount":8984,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575804616438794","authorId":"3575804616438794","name":"我要蔚蔚","avatar":"https://static.tigerbbs.com/baef826607831663b94a598fdd0d29ba","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575804616438794","authorIdStr":"3575804616438794"},"content":"没啥优惠活动,大哥你是生活在火星嘛?","text":"没啥优惠活动,大哥你是生活在火星嘛?","html":"没啥优惠活动,大哥你是生活在火星嘛?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281701740204104,"gmtCreate":1709800962583,"gmtModify":1709800964350,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 英伟达炒的太过了吧,市场根本不需要那么多芯片,AGI模型赢家通吃,其他慢一步的根本就没有必要再去研究。就算现在英伟达超级热,而苹果股价在大跌后严重超卖,特斯拉本周下跌超11%,苹果、特斯拉等股票仍是我的目标啦。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 英伟达炒的太过了吧,市场根本不需要那么多芯片,AGI模型赢家通吃,其他慢一步的根本就没有必要再去研究。就算现在英伟达超级热,而苹果股价在大跌后严重超卖,特斯拉本周下跌超11%,苹果、特斯拉等股票仍是我的目标啦。","text":"$英伟达(NVDA)$ 英伟达炒的太过了吧,市场根本不需要那么多芯片,AGI模型赢家通吃,其他慢一步的根本就没有必要再去研究。就算现在英伟达超级热,而苹果股价在大跌后严重超卖,特斯拉本周下跌超11%,苹果、特斯拉等股票仍是我的目标啦。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/281701740204104","isVote":1,"tweetType":1,"viewCount":4094,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"content":"市场不需要那么多芯片?你是英伟达的?还是做芯片产业的?这话你都敢随便诌?!产能需求都排到什么时候了","text":"市场不需要那么多芯片?你是英伟达的?还是做芯片产业的?这话你都敢随便诌?!产能需求都排到什么时候了","html":"市场不需要那么多芯片?你是英伟达的?还是做芯片产业的?这话你都敢随便诌?!产能需求都排到什么时候了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259450824466432,"gmtCreate":1704370323289,"gmtModify":1704370324795,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a> 现在这个势头,要么咸鱼,要么暴发,这时候就不得不想起巴菲特的那句话,”当别人贪婪时你要恐惧,当别人恐惧时你应当贪婪“。反正现在都是咸鱼我决定给自己一个机会。搏一把,说不定有机会翻身了","listText":"<a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a> 现在这个势头,要么咸鱼,要么暴发,这时候就不得不想起巴菲特的那句话,”当别人贪婪时你要恐惧,当别人恐惧时你应当贪婪“。反正现在都是咸鱼我决定给自己一个机会。搏一把,说不定有机会翻身了","text":"$中国恒大(03333)$ 现在这个势头,要么咸鱼,要么暴发,这时候就不得不想起巴菲特的那句话,”当别人贪婪时你要恐惧,当别人恐惧时你应当贪婪“。反正现在都是咸鱼我决定给自己一个机会。搏一把,说不定有机会翻身了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/214259894657192","isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"75849856383704","authorId":"75849856383704","name":"罗叔","avatar":"https://static.tigerbbs.com/ec6852fd02afd9648c03b7709e0c8f09","crmLevel":9,"crmLevelSwitch":1,"idStr":"75849856383704","authorIdStr":"75849856383704"},"content":"我也在想要不要搏击一个","text":"我也在想要不要搏击一个","html":"我也在想要不要搏击一个"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299369301639176,"gmtCreate":1714122839555,"gmtModify":1714301871461,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a 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就是砸盘捡便宜筹码","html":"没错 就是砸盘捡便宜筹码"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281092587196488,"gmtCreate":1709652243587,"gmtModify":1709652245272,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 全球对AI芯片的需求巨大,不仅中国,其他市场也在大量采购。虽然未了解AMD在中国市场的份额,但按理来说可能并不显著。尽管,出口限制会带来一定的影响,但其真实程度取决于AMD在中国的市场占比以及在其他市场的增长情况。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 全球对AI芯片的需求巨大,不仅中国,其他市场也在大量采购。虽然未了解AMD在中国市场的份额,但按理来说可能并不显著。尽管,出口限制会带来一定的影响,但其真实程度取决于AMD在中国的市场占比以及在其他市场的增长情况。","text":"$美国超微公司(AMD)$ 全球对AI芯片的需求巨大,不仅中国,其他市场也在大量采购。虽然未了解AMD在中国市场的份额,但按理来说可能并不显著。尽管,出口限制会带来一定的影响,但其真实程度取决于AMD在中国的市场占比以及在其他市场的增长情况。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/281092587196488","isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555391474571679","authorId":"3555391474571679","name":"Mr罗小财","avatar":"https://static.tigerbbs.com/864457c391a15274b9dadc17a87797b4","crmLevel":2,"crmLevelSwitch":0,"idStr":"3555391474571679","authorIdStr":"3555391474571679"},"content":"感觉我说的有用可以看我个人页介绍来佳我","text":"感觉我说的有用可以看我个人页介绍来佳我","html":"感觉我说的有用可以看我个人页介绍来佳我"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278142683811856,"gmtCreate":1708936769461,"gmtModify":1708936770927,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a 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我认为,公司发布理想业绩的时间不太合适。如果早一周发布,可能还能赶上市场的反弹。而且2023年的业绩肯定会很好,因为公司已经扭亏为盈。但是,由于降价和竞争对手的竞争压力,销售量和利润增长速度都会受到影响,这必然会导致增速放缓。结果就是,高市盈率的股票很难持续上涨,股价可能会下跌。啥时候才能回本啊,我的理想。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/278142683811856","isVote":1,"tweetType":1,"viewCount":2367,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496799521106172","authorId":"3496799521106172","name":"热心市民付先生","avatar":"https://static.tigerbbs.com/4cf4053364ca08ef932a5d2e9d1e247f","crmLevel":5,"crmLevelSwitch":0,"idStr":"3496799521106172","authorIdStr":"3496799521106172"},"content":"磷酸铁锂的成本下跌可以弥补一部分市场竞争的风险。另外今年的产品战略也很重要,所以看8点的财报会议都有哪些重要内容吧先。","text":"磷酸铁锂的成本下跌可以弥补一部分市场竞争的风险。另外今年的产品战略也很重要,所以看8点的财报会议都有哪些重要内容吧先。","html":"磷酸铁锂的成本下跌可以弥补一部分市场竞争的风险。另外今年的产品战略也很重要,所以看8点的财报会议都有哪些重要内容吧先。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268931891568696,"gmtCreate":1706675963719,"gmtModify":1706682239615,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 看到一些投资者一直呼吁“快跑”,我倒是觉得瑞幸最近的股价实在是个机会,加仓都来不及呢!而且最近推出了酱香巧克力新产品,显示公司在产品创新方面的努力。这些变化使我对瑞幸的未来充满期待,认为这是一个值得持有的投资。","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 看到一些投资者一直呼吁“快跑”,我倒是觉得瑞幸最近的股价实在是个机会,加仓都来不及呢!而且最近推出了酱香巧克力新产品,显示公司在产品创新方面的努力。这些变化使我对瑞幸的未来充满期待,认为这是一个值得持有的投资。","text":"$瑞幸咖啡(LKNCY)$ 看到一些投资者一直呼吁“快跑”,我倒是觉得瑞幸最近的股价实在是个机会,加仓都来不及呢!而且最近推出了酱香巧克力新产品,显示公司在产品创新方面的努力。这些变化使我对瑞幸的未来充满期待,认为这是一个值得持有的投资。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265811884908568","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264720369520648,"gmtCreate":1705650237333,"gmtModify":1705650238659,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 我猜测,法庭结果出来以后,coin股价可能会直奔115,到时候投资者们都不要忘记抄底哦!!!","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 我猜测,法庭结果出来以后,coin股价可能会直奔115,到时候投资者们都不要忘记抄底哦!!!","text":"$Coinbase Global, Inc.(COIN)$ 我猜测,法庭结果出来以后,coin股价可能会直奔115,到时候投资者们都不要忘记抄底哦!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/264720369520648","isVote":1,"tweetType":1,"viewCount":1797,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550873645307440","authorId":"3550873645307440","name":"AAA小飞飞","avatar":"https://static.tigerbbs.com/89c4a2fb81a672e5e70d6de74bf5574f","crmLevel":7,"crmLevelSwitch":0,"idStr":"3550873645307440","authorIdStr":"3550873645307440"},"content":"空单继续持有到115","text":"空单继续持有到115","html":"空单继续持有到115"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258757636948008,"gmtCreate":1704196974372,"gmtModify":1704196976615,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a 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简而言之,我对理想汽车目前的状况感到担忧,它面临许多潜在风险,我对它的前景不太看好。增程和纯电两个赛道同时被卷,使得目前唯一可行的策略似乎是通过降价来追求5万辆的销售目标,尽管这种销售水平可能并不具备可持续性。","images":[{"img":"https://static.tigerbbs.com/6bc650cd5af2a54e0f7ded905835e898","width":"789","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/258757636948008","isVote":1,"tweetType":1,"viewCount":1949,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561632556539702","authorId":"3561632556539702","name":"东东刘","avatar":"https://static.tigerbbs.com/509ca097d7e953a1b2f39b646d047763","crmLevel":1,"crmLevelSwitch":0,"idStr":"3561632556539702","authorIdStr":"3561632556539702"},"content":"您说的是一般逻辑,供应链逻辑是:有些降价是没利润了,有些降价带来了销量的增加,量的增加降低了供应链成本,利润没降。具体看财报吧。","text":"您说的是一般逻辑,供应链逻辑是:有些降价是没利润了,有些降价带来了销量的增加,量的增加降低了供应链成本,利润没降。具体看财报吧。","html":"您说的是一般逻辑,供应链逻辑是:有些降价是没利润了,有些降价带来了销量的增加,量的增加降低了供应链成本,利润没降。具体看财报吧。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":219102740160528,"gmtCreate":1694527995722,"gmtModify":1694527996476,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"今天看到一个关于 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之前开es6载我朋友对比他的model3毛坯房把他搞破防了,今天他持的tesla股票对比我的nio总体盈利多80cm(他+70%我-10%)把我搞破防了…要赢麻还是得开蔚来车买特斯拉股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/219102740160528","isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514720395585073","authorId":"3514720395585073","name":"yhyh","avatar":"https://static.tigerbbs.com/17feb249bb27c96ababa1284ba29755f","crmLevel":5,"crmLevelSwitch":0,"idStr":"3514720395585073","authorIdStr":"3514720395585073"},"content":"开蔚来汽车,nio 还+300%是不是更赢麻了","text":"开蔚来汽车,nio 还+300%是不是更赢麻了","html":"开蔚来汽车,nio 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尽管京东和阿里巴巴采取了多项降价措施,但是我认为他们在运费和价格方面仍然比不上拼多多。这引发了我对哪个环节出了问题的思考,也许是供应链管理、运营成本、或者市场定位等方面存在着差异吧?可能需要深入分析各家公司的策略、资源配置以及消费者需求,才能找到确切原因。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271823387385872","isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271450243252240,"gmtCreate":1707294691081,"gmtModify":1707294692283,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 英伟达要每次财报前一个多月进场期权,涨到财报前几天平仓。也就是下一次4月中旬左右,届时再考虑购买3-6个月后到期的nvda看涨期权。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 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确实,有些庄股市场操作让人感到无奈,价格似乎随心所欲。但多多的稳定表现却似乎与这种操控无关","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/232274573746264","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":221637797150784,"gmtCreate":1695134039604,"gmtModify":1695134045211,"author":{"id":"9000000000000281","authorId":"9000000000000281","name":"林德布格","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000281","authorIdStr":"9000000000000281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://www.**.com/quote/stock?lang=zh-cn&security_id=76317274087095&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A38%7D\" target=\"_blank\"></a><a href=\"https://laohu8.com/S/NIO.US\">$蔚来(NIO.US)$</a> 主营已经这么烧钱了,销量也被理想远抛,市值一半不到,欧洲的整体销量连上海一个城市都比不上,真搞不懂为什么还要心心念念的要造手机。硬讲故事乱画饼,绑架资本和股民。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://www.**.com/quote/stock?lang=zh-cn&security_id=76317274087095&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A38%7D\" target=\"_blank\"></a><a href=\"https://laohu8.com/S/NIO.US\">$蔚来(NIO.US)$</a> 主营已经这么烧钱了,销量也被理想远抛,市值一半不到,欧洲的整体销量连上海一个城市都比不上,真搞不懂为什么还要心心念念的要造手机。硬讲故事乱画饼,绑架资本和股民。","text":"$蔚来(NIO)$ $蔚来(NIO.US)$ 主营已经这么烧钱了,销量也被理想远抛,市值一半不到,欧洲的整体销量连上海一个城市都比不上,真搞不懂为什么还要心心念念的要造手机。硬讲故事乱画饼,绑架资本和股民。","images":[{"img":"https://static.tigerbbs.com/5bcf3bc9142b131610322172f2ed218f","width":"550","height":"306"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221637797150784","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}