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岿然不动的稳
05-20 20:59
$拼多多(PDD)$
除了拼多多国内业务,Temu海外业务更加值得关注,严重被低估,maybe 市场吧,但市场就是这样,高风险高收益
岿然不动的稳
05-20 20:46
$Crown Electrokinetics Corp.(CRKN)$
手贱没忍住,想着
$法拉第未来(FFIE)$
这么猛了。CRKN这么高的换手,白扯。好在也就买了100股
岿然不动的稳
05-17
$百度(BIDU)$
$百度集团-SW(09888)$
百度现如今的市值只有394亿美元,市盈率则仅有14.6倍;拿一个公认的“小公司”做对比,一季度营收体量只有百度五分之一的腾讯音乐,目前的市值比百度只少100亿+美元,市盈率却高达34.6倍。而百度核心和腾讯音乐的净利润率均为22%。
岿然不动的稳
05-17
$英伟达(NVDA)$
大摩曝出英伟达GB200新料,GB200 的供应链已经启动,认为将拉动芯片测试、玻璃基板TGV两大新市场。
岿然不动的稳
05-16
$苹果(AAPL)$
苹果的策略非常清晰,就是维持现金中性,大致意思就是留够运营需要的资金后,多出来的钱都通过派息或者回购返还给股东。
岿然不动的稳
05-16
$特斯拉(TSLA)$
有海外账户的朋友可以抄底特斯拉了,立帖为证,1年后你们再回来看我的贴!!!!
岿然不动的稳
05-15
$普拉格能源(PLUG)$
长期看好氢燃料电池,可再生能源可制氢存储,完全脱碳,非常环保,随着技术进步,目前氢能应用碰到的问题都会逐渐解决,成本也会逐渐降低。
岿然不动的稳
05-15
$Faraday Future(FFIE)$
法拉第未来(FF)股价暴涨367.54%,报收于0.285美元/股;盘中一度涨近490%,创下了FF自上市以来最高涨幅。 FF方面表示,这标志着创始人贾跃亭正在进行的“FF上市资格保卫战”已夺取开门红,特别是股价暴涨近370%的涨幅,给了资本市场以及公司内部巨大的信心
岿然不动的稳
05-14
$苹果(AAPL)$
目前openai展示的多模态能力特别这么强的语音能力,视觉那么电影中的(她)要来了对和苹果的合作真的是最好的选择这对端侧的能力有要求的那苹果的产品力会大大提升反而看国内的AI手机你们会怎么看是不是都像弱智苹果产业链肯定是长期利好对于国内玩应用的基本大部分死了因为chatgpt4o免费可以想像有车企和openai合作部署车端多模态的chatgpt4o请问产品力怎么样差距加大加油吧
岿然不动的稳
05-14
$拼多多(PDD)$
腾讯
$腾讯控股(00700)$
看完,等下一个拼多多的财报,我不信还有惊喜,再接下来就是5月底开始收股息,再多惊喜也要归于平淡
岿然不动的稳
04-23
$美国超微公司(AMD)$
这个做cpu的股价开始表演十米跳台了。踩踏拥挤,看谁能出逃成功。
岿然不动的稳
04-23
$Marathon Digital Holdings Inc(MARA)$
mara的效率归来 总觉得mara是在可以制造负面信息洗盘,然后拉升
岿然不动的稳
04-16
$腾讯控股(00700)$
今天尾盘出掉格力 ,准备入手腾讯,腾讯比格力更有诱惑力 。虽然腾讯的股息率低的很但是管理层是实实在在回购呀。
岿然不动的稳
04-16
$美国超微公司(AMD)$
Baird 认为,AMD (AMD) MI300X 订单最近已被一家美国超大规模制造商削减。该公司表示,初始订单的规模表明这是一份多年期协议,但不知道订单削减是由于市场份额转移还是超大规模制造商缩减订单以更符合出货量预期。
岿然不动的稳
04-16
$拼多多(PDD)$
我对拼多多的看法没有什么大的变化,就是觉得这是一家专注聚焦,对用户需求有准确理解,管理效率极高的公司。
岿然不动的稳
04-15
谷歌
$谷歌(GOOG)$
$谷歌A(GOOGL)$
作为全球最大的搜索引擎和广告平台,一直以其强大的技术实力和创新能力引领着互联网行业的发展。这次市值突破2万亿美元,不仅证明了谷歌在互联网行业的地位不可撼动,也反映出投资者对谷歌未来发展的高度信心。当然,这个消息也让很多人感到惊讶和困惑。🤔毕竟,这个数字实在是太大了,让人不禁想问:谷歌到底是怎么做到的呢?其实,谷歌的成功并非偶然。它一直在不断地创新和进步,通过推出各种新技术和产品,满足用户的需求,赢得了用户的喜爱和信任。比如,谷歌的搜索引擎一直以其快速、准确、智能的特点受到用户的青睐。而谷歌的广告平台则通过精准投放和数据分析,帮助广告主实现了更好的广告效果。除此之外,谷歌还在人工智能、云计算、智能家居等领域取得了重要的突破和进展。这些新技术和产品的推出,不仅让谷歌在互联网行业中的地位更加稳固,也为用户带来了更加便捷、智能的生活体验。当然,谷歌的成功也离不开其强大的技术实力和创新能力。作为一家以技术为核心的公司,谷歌一直致力于推动互联网技术的发展和应用,通过不断地创新和研发,为用户带来更加先进、智能的技术产品和服务。
岿然不动的稳
04-15
与其说老段质疑腾讯
$腾讯控股(00700)$
,不如说,老段在质疑自己。十年前,老段就在犹豫,要不要买入腾讯,最后单吊了苹果。看看结果如何:13 年到 23 年,苹果表现不错,收入和利润都增长了 1.5 倍左右;但腾讯则更好,收入增长十倍,利润增长 15 倍。也就是是,过去十年,腾讯 收入和利润的增长速度大约是苹果的十倍左右。所以,老段一度后悔没有买腾讯。
岿然不动的稳
04-15
走势还是次之的。英伟达
$英伟达(NVDA)$
高位爆天量,BTC高位爆天量,黄金高位也爆了天量,谁在卖是个很好的问题
岿然不动的稳
04-12
羡慕这种龙头地位的微软
$微软(MSFT)$
,咱们啥时候有这样的科技公司啊?
岿然不动的稳
04-12
老马在X点赞了Troy Teslike关于FSD订阅价格的投票,99/月是绝对的高票。这个行为似乎表明马斯克有意降低FSD的订阅价格以获取更高的订阅率。看到了一个不错的价格方案(图2),通过不同的订阅时长来确定价格(本质上买断是终身的订阅),以满足不同人群的需求并大幅提高订阅率。订阅率我认为是FSD初期最重要的指标,更多的人使用会带来更多的数据,也可以培养更强的品牌忠诚度。当越来越多的人使用特斯拉FSD进行自动驾驶后,围绕特斯拉
$特斯拉(TSLA)$
汽车的软件生态才有可能构建。
去老虎APP查看更多动态
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data-views=\"1\"></v-v> 有海外账户的朋友可以抄底特斯拉了,立帖为证,1年后你们再回来看我的贴!!!!","text":"$特斯拉(TSLA)$ 有海外账户的朋友可以抄底特斯拉了,立帖为证,1年后你们再回来看我的贴!!!!","images":[{"img":"https://static.tigerbbs.com/71434ecbe280f608db861ebcadfc8558","width":"981","height":"577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/306613534269464","isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471233354571233","authorId":"3471233354571233","name":"拾钱天师汪爷","avatar":"https://static.laohu8.com/f7fcb097e377632d7a9b6a957ffb99b8","crmLevel":2,"crmLevelSwitch":0},"content":"支持你,我已提前抄了","text":"支持你,我已提前抄了","html":"支持你,我已提前抄了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306247962046608,"gmtCreate":1715777640236,"gmtModify":1715777641938,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLUG\">$普拉格能源(PLUG)$</a> 长期看好氢燃料电池,可再生能源可制氢存储,完全脱碳,非常环保,随着技术进步,目前氢能应用碰到的问题都会逐渐解决,成本也会逐渐降低。","listText":"<a href=\"https://laohu8.com/S/PLUG\">$普拉格能源(PLUG)$</a> 长期看好氢燃料电池,可再生能源可制氢存储,完全脱碳,非常环保,随着技术进步,目前氢能应用碰到的问题都会逐渐解决,成本也会逐渐降低。","text":"$普拉格能源(PLUG)$ 长期看好氢燃料电池,可再生能源可制氢存储,完全脱碳,非常环保,随着技术进步,目前氢能应用碰到的问题都会逐渐解决,成本也会逐渐降低。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306247962046608","isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306246147960856,"gmtCreate":1715777063065,"gmtModify":1715777065091,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v> 法拉第未来(FF)股价暴涨367.54%,报收于0.285美元/股;盘中一度涨近490%,创下了FF自上市以来最高涨幅。 FF方面表示,这标志着创始人贾跃亭正在进行的“FF上市资格保卫战”已夺取开门红,特别是股价暴涨近370%的涨幅,给了资本市场以及公司内部巨大的信心","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v> 法拉第未来(FF)股价暴涨367.54%,报收于0.285美元/股;盘中一度涨近490%,创下了FF自上市以来最高涨幅。 FF方面表示,这标志着创始人贾跃亭正在进行的“FF上市资格保卫战”已夺取开门红,特别是股价暴涨近370%的涨幅,给了资本市场以及公司内部巨大的信心","text":"$Faraday Future(FFIE)$ 法拉第未来(FF)股价暴涨367.54%,报收于0.285美元/股;盘中一度涨近490%,创下了FF自上市以来最高涨幅。 FF方面表示,这标志着创始人贾跃亭正在进行的“FF上市资格保卫战”已夺取开门红,特别是股价暴涨近370%的涨幅,给了资本市场以及公司内部巨大的信心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306246147960856","isVote":1,"tweetType":1,"viewCount":1325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305889176305688,"gmtCreate":1715689911781,"gmtModify":1715692095718,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>目前openai展示的多模态能力特别这么强的语音能力,视觉那么电影中的(她)要来了对和苹果的合作真的是最好的选择这对端侧的能力有要求的那苹果的产品力会大大提升反而看国内的AI手机你们会怎么看是不是都像弱智苹果产业链肯定是长期利好对于国内玩应用的基本大部分死了因为chatgpt4o免费可以想像有车企和openai合作部署车端多模态的chatgpt4o请问产品力怎么样差距加大加油吧","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>目前openai展示的多模态能力特别这么强的语音能力,视觉那么电影中的(她)要来了对和苹果的合作真的是最好的选择这对端侧的能力有要求的那苹果的产品力会大大提升反而看国内的AI手机你们会怎么看是不是都像弱智苹果产业链肯定是长期利好对于国内玩应用的基本大部分死了因为chatgpt4o免费可以想像有车企和openai合作部署车端多模态的chatgpt4o请问产品力怎么样差距加大加油吧","text":"$苹果(AAPL)$ 目前openai展示的多模态能力特别这么强的语音能力,视觉那么电影中的(她)要来了对和苹果的合作真的是最好的选择这对端侧的能力有要求的那苹果的产品力会大大提升反而看国内的AI手机你们会怎么看是不是都像弱智苹果产业链肯定是长期利好对于国内玩应用的基本大部分死了因为chatgpt4o免费可以想像有车企和openai合作部署车端多模态的chatgpt4o请问产品力怎么样差距加大加油吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305889176305688","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305885902671896,"gmtCreate":1715689112554,"gmtModify":1715689114775,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v> 腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 看完,等下一个拼多多的财报,我不信还有惊喜,再接下来就是5月底开始收股息,再多惊喜也要归于平淡","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v> 腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 看完,等下一个拼多多的财报,我不信还有惊喜,再接下来就是5月底开始收股息,再多惊喜也要归于平淡","text":"$拼多多(PDD)$ 腾讯 $腾讯控股(00700)$ 看完,等下一个拼多多的财报,我不信还有惊喜,再接下来就是5月底开始收股息,再多惊喜也要归于平淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305885902671896","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298349995618432,"gmtCreate":1713877587680,"gmtModify":1713877589054,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v> 这个做cpu的股价开始表演十米跳台了。踩踏拥挤,看谁能出逃成功。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"0\"></v-v> 这个做cpu的股价开始表演十米跳台了。踩踏拥挤,看谁能出逃成功。","text":"$美国超微公司(AMD)$ 这个做cpu的股价开始表演十米跳台了。踩踏拥挤,看谁能出逃成功。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298349995618432","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298347354513544,"gmtCreate":1713877081321,"gmtModify":1713877082995,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> mara的效率归来 总觉得mara是在可以制造负面信息洗盘,然后拉升","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> mara的效率归来 总觉得mara是在可以制造负面信息洗盘,然后拉升","text":"$Marathon Digital Holdings Inc(MARA)$ mara的效率归来 总觉得mara是在可以制造负面信息洗盘,然后拉升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298347354513544","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295995951693984,"gmtCreate":1713273658539,"gmtModify":1713273660052,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 今天尾盘出掉格力 ,准备入手腾讯,腾讯比格力更有诱惑力 。虽然腾讯的股息率低的很但是管理层是实实在在回购呀。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v> 今天尾盘出掉格力 ,准备入手腾讯,腾讯比格力更有诱惑力 。虽然腾讯的股息率低的很但是管理层是实实在在回购呀。","text":"$腾讯控股(00700)$ 今天尾盘出掉格力 ,准备入手腾讯,腾讯比格力更有诱惑力 。虽然腾讯的股息率低的很但是管理层是实实在在回购呀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295995951693984","isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542140981266930","authorId":"3542140981266930","name":"列治文","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"content":"回购不销毁,伤害股民","text":"回购不销毁,伤害股民","html":"回购不销毁,伤害股民"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295993767137512,"gmtCreate":1713273024138,"gmtModify":1713273028104,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> Baird 认为,AMD (AMD) MI300X 订单最近已被一家美国超大规模制造商削减。该公司表示,初始订单的规模表明这是一份多年期协议,但不知道订单削减是由于市场份额转移还是超大规模制造商缩减订单以更符合出货量预期。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <v-v data-views=\"1\"></v-v> Baird 认为,AMD (AMD) MI300X 订单最近已被一家美国超大规模制造商削减。该公司表示,初始订单的规模表明这是一份多年期协议,但不知道订单削减是由于市场份额转移还是超大规模制造商缩减订单以更符合出货量预期。","text":"$美国超微公司(AMD)$ Baird 认为,AMD (AMD) MI300X 订单最近已被一家美国超大规模制造商削减。该公司表示,初始订单的规模表明这是一份多年期协议,但不知道订单削减是由于市场份额转移还是超大规模制造商缩减订单以更符合出货量预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295993767137512","isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295990723420392,"gmtCreate":1713272281043,"gmtModify":1713272282874,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 我对拼多多的看法没有什么大的变化,就是觉得这是一家专注聚焦,对用户需求有准确理解,管理效率极高的公司。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 我对拼多多的看法没有什么大的变化,就是觉得这是一家专注聚焦,对用户需求有准确理解,管理效率极高的公司。","text":"$拼多多(PDD)$ 我对拼多多的看法没有什么大的变化,就是觉得这是一家专注聚焦,对用户需求有准确理解,管理效率极高的公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295990723420392","isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295643462066336,"gmtCreate":1713187601501,"gmtModify":1713190138089,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v> 作为全球最大的搜索引擎和广告平台,一直以其强大的技术实力和创新能力引领着互联网行业的发展。这次市值突破2万亿美元,不仅证明了谷歌在互联网行业的地位不可撼动,也反映出投资者对谷歌未来发展的高度信心。当然,这个消息也让很多人感到惊讶和困惑。🤔毕竟,这个数字实在是太大了,让人不禁想问:谷歌到底是怎么做到的呢?其实,谷歌的成功并非偶然。它一直在不断地创新和进步,通过推出各种新技术和产品,满足用户的需求,赢得了用户的喜爱和信任。比如,谷歌的搜索引擎一直以其快速、准确、智能的特点受到用户的青睐。而谷歌的广告平台则通过精准投放和数据分析,帮助广告主实现了更好的广告效果。除此之外,谷歌还在人工智能、云计算、智能家居等领域取得了重要的突破和进展。这些新技术和产品的推出,不仅让谷歌在互联网行业中的地位更加稳固,也为用户带来了更加便捷、智能的生活体验。当然,谷歌的成功也离不开其强大的技术实力和创新能力。作为一家以技术为核心的公司,谷歌一直致力于推动互联网技术的发展和应用,通过不断地创新和研发,为用户带来更加先进、智能的技术产品和服务。","listText":"谷歌 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"1\"></v-v> 作为全球最大的搜索引擎和广告平台,一直以其强大的技术实力和创新能力引领着互联网行业的发展。这次市值突破2万亿美元,不仅证明了谷歌在互联网行业的地位不可撼动,也反映出投资者对谷歌未来发展的高度信心。当然,这个消息也让很多人感到惊讶和困惑。🤔毕竟,这个数字实在是太大了,让人不禁想问:谷歌到底是怎么做到的呢?其实,谷歌的成功并非偶然。它一直在不断地创新和进步,通过推出各种新技术和产品,满足用户的需求,赢得了用户的喜爱和信任。比如,谷歌的搜索引擎一直以其快速、准确、智能的特点受到用户的青睐。而谷歌的广告平台则通过精准投放和数据分析,帮助广告主实现了更好的广告效果。除此之外,谷歌还在人工智能、云计算、智能家居等领域取得了重要的突破和进展。这些新技术和产品的推出,不仅让谷歌在互联网行业中的地位更加稳固,也为用户带来了更加便捷、智能的生活体验。当然,谷歌的成功也离不开其强大的技术实力和创新能力。作为一家以技术为核心的公司,谷歌一直致力于推动互联网技术的发展和应用,通过不断地创新和研发,为用户带来更加先进、智能的技术产品和服务。","text":"谷歌 $谷歌(GOOG)$ $谷歌A(GOOGL)$ 作为全球最大的搜索引擎和广告平台,一直以其强大的技术实力和创新能力引领着互联网行业的发展。这次市值突破2万亿美元,不仅证明了谷歌在互联网行业的地位不可撼动,也反映出投资者对谷歌未来发展的高度信心。当然,这个消息也让很多人感到惊讶和困惑。🤔毕竟,这个数字实在是太大了,让人不禁想问:谷歌到底是怎么做到的呢?其实,谷歌的成功并非偶然。它一直在不断地创新和进步,通过推出各种新技术和产品,满足用户的需求,赢得了用户的喜爱和信任。比如,谷歌的搜索引擎一直以其快速、准确、智能的特点受到用户的青睐。而谷歌的广告平台则通过精准投放和数据分析,帮助广告主实现了更好的广告效果。除此之外,谷歌还在人工智能、云计算、智能家居等领域取得了重要的突破和进展。这些新技术和产品的推出,不仅让谷歌在互联网行业中的地位更加稳固,也为用户带来了更加便捷、智能的生活体验。当然,谷歌的成功也离不开其强大的技术实力和创新能力。作为一家以技术为核心的公司,谷歌一直致力于推动互联网技术的发展和应用,通过不断地创新和研发,为用户带来更加先进、智能的技术产品和服务。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295643462066336","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295642278338792,"gmtCreate":1713187211443,"gmtModify":1713190011539,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"与其说老段质疑腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>,不如说,老段在质疑自己。十年前,老段就在犹豫,要不要买入腾讯,最后单吊了苹果。看看结果如何:13 年到 23 年,苹果表现不错,收入和利润都增长了 1.5 倍左右;但腾讯则更好,收入增长十倍,利润增长 15 倍。也就是是,过去十年,腾讯 收入和利润的增长速度大约是苹果的十倍左右。所以,老段一度后悔没有买腾讯。","listText":"与其说老段质疑腾讯 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <v-v data-views=\"1\"></v-v>,不如说,老段在质疑自己。十年前,老段就在犹豫,要不要买入腾讯,最后单吊了苹果。看看结果如何:13 年到 23 年,苹果表现不错,收入和利润都增长了 1.5 倍左右;但腾讯则更好,收入增长十倍,利润增长 15 倍。也就是是,过去十年,腾讯 收入和利润的增长速度大约是苹果的十倍左右。所以,老段一度后悔没有买腾讯。","text":"与其说老段质疑腾讯 $腾讯控股(00700)$ ,不如说,老段在质疑自己。十年前,老段就在犹豫,要不要买入腾讯,最后单吊了苹果。看看结果如何:13 年到 23 年,苹果表现不错,收入和利润都增长了 1.5 倍左右;但腾讯则更好,收入增长十倍,利润增长 15 倍。也就是是,过去十年,腾讯 收入和利润的增长速度大约是苹果的十倍左右。所以,老段一度后悔没有买腾讯。","images":[{"img":"https://static.tigerbbs.com/712b86eb9a7a057d5f9639a18e390906","width":"1395","height":"1025"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295642278338792","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295639655596264,"gmtCreate":1713186571125,"gmtModify":1713186577021,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"走势还是次之的。英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 高位爆天量,BTC高位爆天量,黄金高位也爆了天量,谁在卖是个很好的问题","listText":"走势还是次之的。英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> 高位爆天量,BTC高位爆天量,黄金高位也爆了天量,谁在卖是个很好的问题","text":"走势还是次之的。英伟达 $英伟达(NVDA)$ 高位爆天量,BTC高位爆天量,黄金高位也爆了天量,谁在卖是个很好的问题","images":[{"img":"https://static.tigerbbs.com/aa44dec8e1654b822df9c79d35697e55","width":"331","height":"361"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295639655596264","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":294514411159640,"gmtCreate":1712928837225,"gmtModify":1712928840354,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"羡慕这种龙头地位的微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>,咱们啥时候有这样的科技公司啊?","listText":"羡慕这种龙头地位的微软 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"1\"></v-v>,咱们啥时候有这样的科技公司啊?","text":"羡慕这种龙头地位的微软 $微软(MSFT)$ ,咱们啥时候有这样的科技公司啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294514411159640","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294511771824144,"gmtCreate":1712928125529,"gmtModify":1712928974311,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"老马在X点赞了Troy Teslike关于FSD订阅价格的投票,99/月是绝对的高票。这个行为似乎表明马斯克有意降低FSD的订阅价格以获取更高的订阅率。看到了一个不错的价格方案(图2),通过不同的订阅时长来确定价格(本质上买断是终身的订阅),以满足不同人群的需求并大幅提高订阅率。订阅率我认为是FSD初期最重要的指标,更多的人使用会带来更多的数据,也可以培养更强的品牌忠诚度。当越来越多的人使用特斯拉FSD进行自动驾驶后,围绕特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 汽车的软件生态才有可能构建。","listText":"老马在X点赞了Troy Teslike关于FSD订阅价格的投票,99/月是绝对的高票。这个行为似乎表明马斯克有意降低FSD的订阅价格以获取更高的订阅率。看到了一个不错的价格方案(图2),通过不同的订阅时长来确定价格(本质上买断是终身的订阅),以满足不同人群的需求并大幅提高订阅率。订阅率我认为是FSD初期最重要的指标,更多的人使用会带来更多的数据,也可以培养更强的品牌忠诚度。当越来越多的人使用特斯拉FSD进行自动驾驶后,围绕特斯拉 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 汽车的软件生态才有可能构建。","text":"老马在X点赞了Troy Teslike关于FSD订阅价格的投票,99/月是绝对的高票。这个行为似乎表明马斯克有意降低FSD的订阅价格以获取更高的订阅率。看到了一个不错的价格方案(图2),通过不同的订阅时长来确定价格(本质上买断是终身的订阅),以满足不同人群的需求并大幅提高订阅率。订阅率我认为是FSD初期最重要的指标,更多的人使用会带来更多的数据,也可以培养更强的品牌忠诚度。当越来越多的人使用特斯拉FSD进行自动驾驶后,围绕特斯拉 $特斯拉(TSLA)$ 汽车的软件生态才有可能构建。","images":[{"img":"https://static.tigerbbs.com/2449e04c3b13969f3dd9fa5ff0cd0af8","width":"508","height":"418"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/294511771824144","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547115823390708","authorId":"3547115823390708","name":"Tony_P","avatar":"https://static.tigerbbs.com/c8e6318c46b7bcec6fc9ea2ef776c3c8","crmLevel":9,"crmLevelSwitch":0},"content":"订阅制意味着 账号不和车绑定了 那么整个商业模式就变了","text":"订阅制意味着 账号不和车绑定了 那么整个商业模式就变了","html":"订阅制意味着 账号不和车绑定了 那么整个商业模式就变了"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":241362080595992,"gmtCreate":1699955638769,"gmtModify":1699955640258,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"秋后的蚂蚱抗不了多久了这个位置五分之一仓做空绝对安全!昨天490开空了,500再加! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/NVDS\">$英伟达1.25倍做空ETF-AXS(NVDS)$</a>","listText":"秋后的蚂蚱抗不了多久了这个位置五分之一仓做空绝对安全!昨天490开空了,500再加! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/NVDS\">$英伟达1.25倍做空ETF-AXS(NVDS)$</a>","text":"秋后的蚂蚱抗不了多久了这个位置五分之一仓做空绝对安全!昨天490开空了,500再加! $英伟达(NVDA)$ $英伟达(NVDA)$ $英伟达1.25倍做空ETF-AXS(NVDS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/241362080595992","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"狗一样的东哥","avatar":"https://static.tigerbbs.com/efab18c85c3be5514993af138c3a4f31","crmLevel":2,"crmLevelSwitch":0},"content":"英伟达今年破1000问题不大[得意][得意]","text":"英伟达今年破1000问题不大[得意][得意]","html":"英伟达今年破1000问题不大[得意][得意]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306613534269464,"gmtCreate":1715866756987,"gmtModify":1715866761548,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 有海外账户的朋友可以抄底特斯拉了,立帖为证,1年后你们再回来看我的贴!!!!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 有海外账户的朋友可以抄底特斯拉了,立帖为证,1年后你们再回来看我的贴!!!!","text":"$特斯拉(TSLA)$ 有海外账户的朋友可以抄底特斯拉了,立帖为证,1年后你们再回来看我的贴!!!!","images":[{"img":"https://static.tigerbbs.com/71434ecbe280f608db861ebcadfc8558","width":"981","height":"577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/306613534269464","isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471233354571233","authorId":"3471233354571233","name":"拾钱天师汪爷","avatar":"https://static.laohu8.com/f7fcb097e377632d7a9b6a957ffb99b8","crmLevel":2,"crmLevelSwitch":0},"content":"支持你,我已提前抄了","text":"支持你,我已提前抄了","html":"支持你,我已提前抄了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":246372096708624,"gmtCreate":1701173513975,"gmtModify":1701174800494,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v> 别追了,注意风险,有290亿的营收是自营业务的,没吊用的。实际国内在线业务增长40%不到的。国内在线业务才是利润来源。跟京东一样,自营营收很大,却没什么利润。统计方式不同","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v> 别追了,注意风险,有290亿的营收是自营业务的,没吊用的。实际国内在线业务增长40%不到的。国内在线业务才是利润来源。跟京东一样,自营营收很大,却没什么利润。统计方式不同","text":"$拼多多(PDD)$ 别追了,注意风险,有290亿的营收是自营业务的,没吊用的。实际国内在线业务增长40%不到的。国内在线业务才是利润来源。跟京东一样,自营营收很大,却没什么利润。统计方式不同","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/246372096708624","isVote":1,"tweetType":1,"viewCount":6333,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"content":"290亿自营是哪部分?哪里有显示这个数据吗?","text":"290亿自营是哪部分?哪里有显示这个数据吗?","html":"290亿自营是哪部分?哪里有显示这个数据吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290628416630824,"gmtCreate":1711976419904,"gmtModify":1711976422975,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"亿航智能 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 与西域旅游共同成立的西域通航,已经首飞。低空飞行发展如火如荼,西域旅游旗下与亿航智能共同成立的新疆西域青鸟通用航空有限责任公司作为新疆首个载人级自动驾驶飞行器的专业运营公司,积极布局新业态,未来计划在天山天池等国家5A级旅游景区开展低空旅游和体验飞行服务,在保证安全的基础上把握飞行节奏,从体验飞行、旅游观光开始,成为智慧低空交通和低空旅游产品的先行者。每到冬季,天山天池形成天然冰场,依托丰富的冰雪旅游资源,我们开展近20项冰雪项目,多方面优化服务,开发项目,提升游客出游体验在春节前夕营造出喜庆、欢乐节日氛围,激发游客参与雪上项目的热情,吸引更多年轻人“追着雪花游新疆”。今后还将陆续推进无人驾驶载人航空飞行器、房车营地、天池旅拍等新体验项目,为您的天池之行带来更多精彩!","listText":"亿航智能 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 与西域旅游共同成立的西域通航,已经首飞。低空飞行发展如火如荼,西域旅游旗下与亿航智能共同成立的新疆西域青鸟通用航空有限责任公司作为新疆首个载人级自动驾驶飞行器的专业运营公司,积极布局新业态,未来计划在天山天池等国家5A级旅游景区开展低空旅游和体验飞行服务,在保证安全的基础上把握飞行节奏,从体验飞行、旅游观光开始,成为智慧低空交通和低空旅游产品的先行者。每到冬季,天山天池形成天然冰场,依托丰富的冰雪旅游资源,我们开展近20项冰雪项目,多方面优化服务,开发项目,提升游客出游体验在春节前夕营造出喜庆、欢乐节日氛围,激发游客参与雪上项目的热情,吸引更多年轻人“追着雪花游新疆”。今后还将陆续推进无人驾驶载人航空飞行器、房车营地、天池旅拍等新体验项目,为您的天池之行带来更多精彩!","text":"亿航智能 $亿航智能(EH)$ 与西域旅游共同成立的西域通航,已经首飞。低空飞行发展如火如荼,西域旅游旗下与亿航智能共同成立的新疆西域青鸟通用航空有限责任公司作为新疆首个载人级自动驾驶飞行器的专业运营公司,积极布局新业态,未来计划在天山天池等国家5A级旅游景区开展低空旅游和体验飞行服务,在保证安全的基础上把握飞行节奏,从体验飞行、旅游观光开始,成为智慧低空交通和低空旅游产品的先行者。每到冬季,天山天池形成天然冰场,依托丰富的冰雪旅游资源,我们开展近20项冰雪项目,多方面优化服务,开发项目,提升游客出游体验在春节前夕营造出喜庆、欢乐节日氛围,激发游客参与雪上项目的热情,吸引更多年轻人“追着雪花游新疆”。今后还将陆续推进无人驾驶载人航空飞行器、房车营地、天池旅拍等新体验项目,为您的天池之行带来更多精彩!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290628416630824","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281075248246856,"gmtCreate":1709648010445,"gmtModify":1709649257061,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"拼多多的本质是对零散、随机状态的消费者需求在时空上进行组织、重整,形成一股强大的力量加强对传统品牌方、渠道方的议价能力,有点M当年领导农民打土豪分田地的意思,跟京东、阿里加强品牌、渠道建设坐收分成的做法有很大的不同 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","listText":"拼多多的本质是对零散、随机状态的消费者需求在时空上进行组织、重整,形成一股强大的力量加强对传统品牌方、渠道方的议价能力,有点M当年领导农民打土豪分田地的意思,跟京东、阿里加强品牌、渠道建设坐收分成的做法有很大的不同 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","text":"拼多多的本质是对零散、随机状态的消费者需求在时空上进行组织、重整,形成一股强大的力量加强对传统品牌方、渠道方的议价能力,有点M当年领导农民打土豪分田地的意思,跟京东、阿里加强品牌、渠道建设坐收分成的做法有很大的不同 $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281075248246856","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285697381761064,"gmtCreate":1710767886981,"gmtModify":1710767888569,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"B站表面上的问题是商业化不足的问题,实质的问题是人才匮乏,管理不力,HR团队背大锅 <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=\"0\"></v-v>","listText":"B站表面上的问题是商业化不足的问题,实质的问题是人才匮乏,管理不力,HR团队背大锅 <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=\"0\"></v-v>","text":"B站表面上的问题是商业化不足的问题,实质的问题是人才匮乏,管理不力,HR团队背大锅 $哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/285697381761064","isVote":1,"tweetType":1,"viewCount":3126,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3509736636623208","authorId":"3509736636623208","name":"一步一景","avatar":"https://static.tigerbbs.com/82a950ef0f7fb8a24375d64aa5e96028","crmLevel":1,"crmLevelSwitch":0},"content":"HR团队现在谁是一号位?","text":"HR团队现在谁是一号位?","html":"HR团队现在谁是一号位?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224052316541040,"gmtCreate":1695737533171,"gmtModify":1695737892634,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"二季度季报赌中了,1300亿估值附近清掉观望。按照二季度乐观估算,年利润100亿美金,给20倍pe2000亿。但是有以下潜在性危机1、美债收益持续高位,估值能力下降。2、阿里和jd发力追赶。三季度数据增速放缓。3、temu面临zc性风险。可以说pdd仍然是最有竞争力的中概甚至美股之一。奈何美债实在太香了。一个公司再乐观,如果天花板也就5%预期年化,加上极限temu洋人完全不监管,最多50%上升估值空间。相比年化稳定5%并有最强信用保障的收益来看,难搞 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>","listText":"二季度季报赌中了,1300亿估值附近清掉观望。按照二季度乐观估算,年利润100亿美金,给20倍pe2000亿。但是有以下潜在性危机1、美债收益持续高位,估值能力下降。2、阿里和jd发力追赶。三季度数据增速放缓。3、temu面临zc性风险。可以说pdd仍然是最有竞争力的中概甚至美股之一。奈何美债实在太香了。一个公司再乐观,如果天花板也就5%预期年化,加上极限temu洋人完全不监管,最多50%上升估值空间。相比年化稳定5%并有最强信用保障的收益来看,难搞 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>","text":"二季度季报赌中了,1300亿估值附近清掉观望。按照二季度乐观估算,年利润100亿美金,给20倍pe2000亿。但是有以下潜在性危机1、美债收益持续高位,估值能力下降。2、阿里和jd发力追赶。三季度数据增速放缓。3、temu面临zc性风险。可以说pdd仍然是最有竞争力的中概甚至美股之一。奈何美债实在太香了。一个公司再乐观,如果天花板也就5%预期年化,加上极限temu洋人完全不监管,最多50%上升估值空间。相比年化稳定5%并有最强信用保障的收益来看,难搞 $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224052316541040","isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288066745135144,"gmtCreate":1711358388007,"gmtModify":1711361040865,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"拼多多Q4财报出来后,如此炸裂的财报没有什么可说的,当天戏剧性的股价波动也没什么可探讨的。如此高增长的公司,加上优秀的管理层,再加上未来可预见的高增长空间,现在的价格究竟贵不贵?大家见仁见智。拼多多2023净利润600多亿,现在TEMU是不赚钱反而在亏钱的,多多买菜是盈亏平衡的。如果完全去掉TEMU,净利润估计还会增加不少吧?这样的拼多多该值多少钱?多多买菜盈利后,能给拼多多增加多少净利润?如果TEMU能成功,未来能扭亏为盈,这样的拼多多又该值多少钱? <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","listText":"拼多多Q4财报出来后,如此炸裂的财报没有什么可说的,当天戏剧性的股价波动也没什么可探讨的。如此高增长的公司,加上优秀的管理层,再加上未来可预见的高增长空间,现在的价格究竟贵不贵?大家见仁见智。拼多多2023净利润600多亿,现在TEMU是不赚钱反而在亏钱的,多多买菜是盈亏平衡的。如果完全去掉TEMU,净利润估计还会增加不少吧?这样的拼多多该值多少钱?多多买菜盈利后,能给拼多多增加多少净利润?如果TEMU能成功,未来能扭亏为盈,这样的拼多多又该值多少钱? <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","text":"拼多多Q4财报出来后,如此炸裂的财报没有什么可说的,当天戏剧性的股价波动也没什么可探讨的。如此高增长的公司,加上优秀的管理层,再加上未来可预见的高增长空间,现在的价格究竟贵不贵?大家见仁见智。拼多多2023净利润600多亿,现在TEMU是不赚钱反而在亏钱的,多多买菜是盈亏平衡的。如果完全去掉TEMU,净利润估计还会增加不少吧?这样的拼多多该值多少钱?多多买菜盈利后,能给拼多多增加多少净利润?如果TEMU能成功,未来能扭亏为盈,这样的拼多多又该值多少钱? $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/288066745135144","isVote":1,"tweetType":1,"viewCount":10156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281762861588576,"gmtCreate":1709815787947,"gmtModify":1709815790521,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"1、蔚来的销量已经稳定,基本盘是有的。2、市值够低,只有90亿美金。3、换电业务迎来盈亏平衡点4、盘面上有资金护盘5、至于亏损,亏损在减少,这个位置相对安全。 <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=\"1\"></v-v>","listText":"1、蔚来的销量已经稳定,基本盘是有的。2、市值够低,只有90亿美金。3、换电业务迎来盈亏平衡点4、盘面上有资金护盘5、至于亏损,亏损在减少,这个位置相对安全。 <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=\"1\"></v-v>","text":"1、蔚来的销量已经稳定,基本盘是有的。2、市值够低,只有90亿美金。3、换电业务迎来盈亏平衡点4、盘面上有资金护盘5、至于亏损,亏损在减少,这个位置相对安全。 $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/281762861588576","isVote":1,"tweetType":1,"viewCount":4255,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541665425268897","authorId":"3541665425268897","name":"Max霸霸","avatar":"https://static.tigerbbs.com/e78e34dc9ec51acfd2dc83b21b6fc920","crmLevel":2,"crmLevelSwitch":0},"content":"其实去年的研发费用大部分在新品牌上,所以基本确定具备盈利的能力了,别的不说,NIO POWER就相当赚钱了","text":"其实去年的研发费用大部分在新品牌上,所以基本确定具备盈利的能力了,别的不说,NIO POWER就相当赚钱了","html":"其实去年的研发费用大部分在新品牌上,所以基本确定具备盈利的能力了,别的不说,NIO POWER就相当赚钱了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":240210724147200,"gmtCreate":1699675939155,"gmtModify":1699675940495,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>额,蔚来的市净率还有6倍多,实际净资产100亿多点,不够一年亏的。虽然我是蔚来车主,但感觉蔚来有难度了。裁员是不够的,先把牛屋都退了吧,花钱太大手大脚了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>额,蔚来的市净率还有6倍多,实际净资产100亿多点,不够一年亏的。虽然我是蔚来车主,但感觉蔚来有难度了。裁员是不够的,先把牛屋都退了吧,花钱太大手大脚了","text":"$蔚来(NIO)$ 额,蔚来的市净率还有6倍多,实际净资产100亿多点,不够一年亏的。虽然我是蔚来车主,但感觉蔚来有难度了。裁员是不够的,先把牛屋都退了吧,花钱太大手大脚了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/240210724147200","isVote":1,"tweetType":1,"viewCount":2841,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473997100912926","authorId":"3473997100912926","name":"凌晨12点","avatar":"https://static.tigerbbs.com/6ef7a155d31e9575811bd4bb306c025e","crmLevel":4,"crmLevelSwitch":0},"content":"没毛病,牛屋就是个累赘!","text":"没毛病,牛屋就是个累赘!","html":"没毛病,牛屋就是个累赘!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308019435892760,"gmtCreate":1716209994688,"gmtModify":1716213006017,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 除了拼多多国内业务,Temu海外业务更加值得关注,严重被低估,maybe 市场吧,但市场就是这样,高风险高收益","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 除了拼多多国内业务,Temu海外业务更加值得关注,严重被低估,maybe 市场吧,但市场就是这样,高风险高收益","text":"$拼多多(PDD)$ 除了拼多多国内业务,Temu海外业务更加值得关注,严重被低估,maybe 市场吧,但市场就是这样,高风险高收益","images":[{"img":"https://static.tigerbbs.com/978b88ce3be9c8f9f8216f4d240c2b97","width":"1203","height":"577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308019435892760","isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":280618601029648,"gmtCreate":1709541241439,"gmtModify":1709541243634,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"二级投资者买不到kimi很急怎么办?不要怕,阿里巴巴助力股东回报,五个涨停板帮你重仓买入kimi!在8亿美元融资中,阿里投资了7.9亿美元,砺思资本投资1000万美元。小红书、美团原计划战略投资,但阿里将月之暗面估值提高了50%,并且重仓持股40%,所以后者主动退出了。 <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>","listText":"二级投资者买不到kimi很急怎么办?不要怕,阿里巴巴助力股东回报,五个涨停板帮你重仓买入kimi!在8亿美元融资中,阿里投资了7.9亿美元,砺思资本投资1000万美元。小红书、美团原计划战略投资,但阿里将月之暗面估值提高了50%,并且重仓持股40%,所以后者主动退出了。 <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>","text":"二级投资者买不到kimi很急怎么办?不要怕,阿里巴巴助力股东回报,五个涨停板帮你重仓买入kimi!在8亿美元融资中,阿里投资了7.9亿美元,砺思资本投资1000万美元。小红书、美团原计划战略投资,但阿里将月之暗面估值提高了50%,并且重仓持股40%,所以后者主动退出了。 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/280618601029648","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","html":"这篇文章不错,转发给大家看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261959492358144,"gmtCreate":1704982791036,"gmtModify":1704982792388,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"长安、吉利、江淮、奇瑞,还有一家没公布的,五家车企加入蔚来换电了。换电向左,增程向右,选换电的越来越多了。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","listText":"长安、吉利、江淮、奇瑞,还有一家没公布的,五家车企加入蔚来换电了。换电向左,增程向右,选换电的越来越多了。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","text":"长安、吉利、江淮、奇瑞,还有一家没公布的,五家车企加入蔚来换电了。换电向左,增程向右,选换电的越来越多了。 $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/261959492358144","isVote":1,"tweetType":1,"viewCount":1865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286086563819560,"gmtCreate":1710862902133,"gmtModify":1710862904606,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"问界m9退了。主要原因是问界M9滤振调性跟理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> L9类似,都有种开船的感觉,大冲击后车身都会有晃动,不知道24款l9上了双腔空悬之后是否有改善。底盘而言,这个价位还是更喜欢 <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=\"1\"></v-v> 蔚来ES8,更接近于宝马的高端车型。更追求车身平稳感,宁愿把底盘调硬一点,路面传上来的冲击稍大一点,也不愿意让车身出现晃动的情况。","listText":"问界m9退了。主要原因是问界M9滤振调性跟理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> L9类似,都有种开船的感觉,大冲击后车身都会有晃动,不知道24款l9上了双腔空悬之后是否有改善。底盘而言,这个价位还是更喜欢 <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=\"1\"></v-v> 蔚来ES8,更接近于宝马的高端车型。更追求车身平稳感,宁愿把底盘调硬一点,路面传上来的冲击稍大一点,也不愿意让车身出现晃动的情况。","text":"问界m9退了。主要原因是问界M9滤振调性跟理想 $理想汽车(LI)$ L9类似,都有种开船的感觉,大冲击后车身都会有晃动,不知道24款l9上了双腔空悬之后是否有改善。底盘而言,这个价位还是更喜欢 $蔚来(NIO)$ $蔚来(NIO.SI)$ 蔚来ES8,更接近于宝马的高端车型。更追求车身平稳感,宁愿把底盘调硬一点,路面传上来的冲击稍大一点,也不愿意让车身出现晃动的情况。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/286086563819560","isVote":1,"tweetType":1,"viewCount":4290,"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},"content":"你的ES8双腔空悬不异响?另外第二排座椅调节角度很小问题怎么解决的吖?","text":"你的ES8双腔空悬不异响?另外第二排座椅调节角度很小问题怎么解决的吖?","html":"你的ES8双腔空悬不异响?另外第二排座椅调节角度很小问题怎么解决的吖?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278929016922128,"gmtCreate":1709128745318,"gmtModify":1709128746555,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"英伟达的护城河非常深,五年内看不到任何竞争对手。其他的都是虾米。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","listText":"英伟达的护城河非常深,五年内看不到任何竞争对手。其他的都是虾米。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","text":"英伟达的护城河非常深,五年内看不到任何竞争对手。其他的都是虾米。 $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/278929016922128","isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536926156638531","authorId":"3536926156638531","name":"xinffu_37457","avatar":"https://static.tigerbbs.com/1ae5f682bba916af97aaaddbf193a0f6","crmLevel":1,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","html":"这篇文章不错,转发给大家看看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":262576547233856,"gmtCreate":1705136461923,"gmtModify":1705136466430,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 理想的保有量是问界的三倍还多,蔚来的两倍,目前理想2起车主死亡事故,问界1起,蔚来4起。但是全网都在黑理想不安全。其中蔚来的4起死亡事故中,有2起跟理想一样,都是ab柱被削","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 理想的保有量是问界的三倍还多,蔚来的两倍,目前理想2起车主死亡事故,问界1起,蔚来4起。但是全网都在黑理想不安全。其中蔚来的4起死亡事故中,有2起跟理想一样,都是ab柱被削","text":"$蔚来(NIO)$ $理想汽车(LI)$ 理想的保有量是问界的三倍还多,蔚来的两倍,目前理想2起车主死亡事故,问界1起,蔚来4起。但是全网都在黑理想不安全。其中蔚来的4起死亡事故中,有2起跟理想一样,都是ab柱被削","images":[{"img":"https://static.tigerbbs.com/810b2f033acc66de3d40d16f3def54d9","width":"477","height":"357"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/262576547233856","isVote":1,"tweetType":1,"viewCount":5224,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572130445577337","authorId":"3572130445577337","name":"百亿身价经验","avatar":"https://static.tigerbbs.com/e0632ad189c6299680913be65096ba4a","crmLevel":1,"crmLevelSwitch":0},"content":"理想的事故,很多你是不配知道的。就比如,曾经一个月内连续5-6起自燃。然后,23年的时候宣传0自燃。再比如,那几辆被车压成纸片的事故,人怎么样你都不清楚","text":"理想的事故,很多你是不配知道的。就比如,曾经一个月内连续5-6起自燃。然后,23年的时候宣传0自燃。再比如,那几辆被车压成纸片的事故,人怎么样你都不清楚","html":"理想的事故,很多你是不配知道的。就比如,曾经一个月内连续5-6起自燃。然后,23年的时候宣传0自燃。再比如,那几辆被车压成纸片的事故,人怎么样你都不清楚"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":237431226613840,"gmtCreate":1698999196490,"gmtModify":1698999461107,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"现阶段的苹果,值不值得买呢?[疑问][疑问][疑问]由于季报过于平淡,我不准备调整自己年初对苹果的估值区间,即:合理股价在185-249之间,目前稍微处于合理估值之下,不贵也不便宜。我本人此前已经持有近15%的苹果仓位,因此不准备在此价位再加仓,更无卖出的想法,继续耐心持有。真正诱人的买点,在126上下,距离较远。鉴于苹果很少跌倒真正意义上“便宜”的价格,没有苹果仓位又想配置苹果的,现在已经可以布局了。[看涨][看涨][看涨]<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>","listText":"现阶段的苹果,值不值得买呢?[疑问][疑问][疑问]由于季报过于平淡,我不准备调整自己年初对苹果的估值区间,即:合理股价在185-249之间,目前稍微处于合理估值之下,不贵也不便宜。我本人此前已经持有近15%的苹果仓位,因此不准备在此价位再加仓,更无卖出的想法,继续耐心持有。真正诱人的买点,在126上下,距离较远。鉴于苹果很少跌倒真正意义上“便宜”的价格,没有苹果仓位又想配置苹果的,现在已经可以布局了。[看涨][看涨][看涨]<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v>","text":"现阶段的苹果,值不值得买呢?[疑问][疑问][疑问]由于季报过于平淡,我不准备调整自己年初对苹果的估值区间,即:合理股价在185-249之间,目前稍微处于合理估值之下,不贵也不便宜。我本人此前已经持有近15%的苹果仓位,因此不准备在此价位再加仓,更无卖出的想法,继续耐心持有。真正诱人的买点,在126上下,距离较远。鉴于苹果很少跌倒真正意义上“便宜”的价格,没有苹果仓位又想配置苹果的,现在已经可以布局了。[看涨][看涨][看涨]$苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/ec04595df4479e8e2c319d03e5737ad3","width":"641","height":"407"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/237431226613840","isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":290624299286568,"gmtCreate":1711975414693,"gmtModify":1711975418536,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"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> 年年亏,公司账上的现金顶不了多久了,这创始人怎么天天还能笑得出来的,是因为有限责任公司破产债务不追到创始人头上吗?","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> 年年亏,公司账上的现金顶不了多久了,这创始人怎么天天还能笑得出来的,是因为有限责任公司破产债务不追到创始人头上吗?","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ 年年亏,公司账上的现金顶不了多久了,这创始人怎么天天还能笑得出来的,是因为有限责任公司破产债务不追到创始人头上吗?","images":[{"img":"https://static.tigerbbs.com/27ec77c74b0071d4aecbb253daa5d805","width":"355","height":"334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/290624299286568","isVote":1,"tweetType":1,"viewCount":2687,"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},"content":"海外小金库早满了,看看老贾FF快破产了,人家照样住别墅。","text":"海外小金库早满了,看看老贾FF快破产了,人家照样住别墅。","html":"海外小金库早满了,看看老贾FF快破产了,人家照样住别墅。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288068690169904,"gmtCreate":1711358795724,"gmtModify":1711358798361,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"以英伟达强劲的增长势头,达到900亿的利润至少要2年的时间。这两年一点差错都不能有,哪有一家公司能保证2年一点错误都不犯的,我反正是不相信。即使自己不犯错,市场大环境还可能恶化。钱还是让别人去赚吧,我的想象力有限,不是很能相信短期内会有如此强劲的增长。即使真的利润翻了3倍,之后会不会增长放缓或者负增长都是未知数。英伟达真的是一家好公司,但现在的价格是高估后的价格,未来最好的预期已经充分反映在股价上了。好的公司,好的价格才能赚到钱。这就好比你跟我说你要100万一平米卖给我你在深圳的房子。深圳的房子肯定是好东西,但100万一平米这个价格是不是有点离谱。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","listText":"以英伟达强劲的增长势头,达到900亿的利润至少要2年的时间。这两年一点差错都不能有,哪有一家公司能保证2年一点错误都不犯的,我反正是不相信。即使自己不犯错,市场大环境还可能恶化。钱还是让别人去赚吧,我的想象力有限,不是很能相信短期内会有如此强劲的增长。即使真的利润翻了3倍,之后会不会增长放缓或者负增长都是未知数。英伟达真的是一家好公司,但现在的价格是高估后的价格,未来最好的预期已经充分反映在股价上了。好的公司,好的价格才能赚到钱。这就好比你跟我说你要100万一平米卖给我你在深圳的房子。深圳的房子肯定是好东西,但100万一平米这个价格是不是有点离谱。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","text":"以英伟达强劲的增长势头,达到900亿的利润至少要2年的时间。这两年一点差错都不能有,哪有一家公司能保证2年一点错误都不犯的,我反正是不相信。即使自己不犯错,市场大环境还可能恶化。钱还是让别人去赚吧,我的想象力有限,不是很能相信短期内会有如此强劲的增长。即使真的利润翻了3倍,之后会不会增长放缓或者负增长都是未知数。英伟达真的是一家好公司,但现在的价格是高估后的价格,未来最好的预期已经充分反映在股价上了。好的公司,好的价格才能赚到钱。这就好比你跟我说你要100万一平米卖给我你在深圳的房子。深圳的房子肯定是好东西,但100万一平米这个价格是不是有点离谱。 $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/288068690169904","isVote":1,"tweetType":1,"viewCount":1897,"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":"十年一个周期,两年算什么","text":"十年一个周期,两年算什么","html":"十年一个周期,两年算什么"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286086782435368,"gmtCreate":1710862955505,"gmtModify":1710862957739,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"其实听花酒和蔚来汽车是异曲同工,都是新时代各自行业的新秀高端品牌。产品定位都是在成熟的行业里突颖而出的高端品牌。蔚来汽车的目标客户群就是BBA的消费者,而听花酒的目标客户就是原来茅台之上的消费者,比如是路易十三,拉菲等。蔚来是借新能源汽车起步的时候与传统汽车差异化竞争,如果和bba等传统燃油车比一定没有优势。听花酒也是一样 如果不进行技术突破不走差异化也不可能有机会抢占消费者的心智。从蔚来汽车看,品牌知名度已经获得了消费者认可,产品力也不错,可是从公司财务看不容乐观,高研发投入,高品质定位,高段位广告投入。回看听花酒也一样,为了控制品质,采购高价的酱香老酒作为原材料进行二次发酵取其精华,最高端的的得酒率只有6%。同时这几年大量广告投入以及体验店的建设,规模还没起来导致财务亏损,这是一个新产品新品牌发展的必由之路。展望未来,相信蔚来汽车和听花酒不论结局如何,将来都会给各自行业留下珍贵的经验或教训。 <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":"其实听花酒和蔚来汽车是异曲同工,都是新时代各自行业的新秀高端品牌。产品定位都是在成熟的行业里突颖而出的高端品牌。蔚来汽车的目标客户群就是BBA的消费者,而听花酒的目标客户就是原来茅台之上的消费者,比如是路易十三,拉菲等。蔚来是借新能源汽车起步的时候与传统汽车差异化竞争,如果和bba等传统燃油车比一定没有优势。听花酒也是一样 如果不进行技术突破不走差异化也不可能有机会抢占消费者的心智。从蔚来汽车看,品牌知名度已经获得了消费者认可,产品力也不错,可是从公司财务看不容乐观,高研发投入,高品质定位,高段位广告投入。回看听花酒也一样,为了控制品质,采购高价的酱香老酒作为原材料进行二次发酵取其精华,最高端的的得酒率只有6%。同时这几年大量广告投入以及体验店的建设,规模还没起来导致财务亏损,这是一个新产品新品牌发展的必由之路。展望未来,相信蔚来汽车和听花酒不论结局如何,将来都会给各自行业留下珍贵的经验或教训。 <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":"其实听花酒和蔚来汽车是异曲同工,都是新时代各自行业的新秀高端品牌。产品定位都是在成熟的行业里突颖而出的高端品牌。蔚来汽车的目标客户群就是BBA的消费者,而听花酒的目标客户就是原来茅台之上的消费者,比如是路易十三,拉菲等。蔚来是借新能源汽车起步的时候与传统汽车差异化竞争,如果和bba等传统燃油车比一定没有优势。听花酒也是一样 如果不进行技术突破不走差异化也不可能有机会抢占消费者的心智。从蔚来汽车看,品牌知名度已经获得了消费者认可,产品力也不错,可是从公司财务看不容乐观,高研发投入,高品质定位,高段位广告投入。回看听花酒也一样,为了控制品质,采购高价的酱香老酒作为原材料进行二次发酵取其精华,最高端的的得酒率只有6%。同时这几年大量广告投入以及体验店的建设,规模还没起来导致财务亏损,这是一个新产品新品牌发展的必由之路。展望未来,相信蔚来汽车和听花酒不论结局如何,将来都会给各自行业留下珍贵的经验或教训。 $蔚来(NIO)$ $蔚来(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/286086782435368","isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}