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岿然不动的稳
07-11
$能链智电(NAAS)$
彻底反转,妖股!未来三个月我坐等3 0倍的收益!不信不要喷我,当我没说!
岿然不动的稳
2023-11-14
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!
$英伟达(NVDA)$
$英伟达(NVDA)$
$英伟达1.25倍做空ETF-AXS(NVDS)$
岿然不动的稳
06-17
$奈飞(NFLX)$
2002 年5月23日,奈飞(Netflix)上市。如果你在22年前奈飞的IPO中投资了2000美元的话,到今天将价值100万美元。当然,如果你,跟我一样没有投资或者持续持有到现在的话,当我没说~
岿然不动的稳
2023-11-28
$拼多多(PDD)$
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
岿然不动的稳
04-01
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!
岿然不动的稳
03-05
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
$拼多多(PDD)$
岿然不动的稳
03-18
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
$哔哩哔哩(BILI)$
$哔哩哔哩-W(09626)$
岿然不动的稳
2023-09-26
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
$拼多多(PDD)$
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
03-25
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?
$拼多多(PDD)$
岿然不动的稳
03-07
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。
$蔚来(NIO)$
$蔚来(NIO.SI)$
岿然不动的稳
2023-11-11
$蔚来(NIO)$
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
岿然不动的稳
03-04
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。
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
岿然不动的稳
01-11
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。
$蔚来(NIO)$
岿然不动的稳
06-05
$Faraday Future(FFIE)$
真是有意思,游戏驿站amc
$AMC院线(AMC)$
因为今天的乌龙指都不让交易了,散户各种资金没事干,来玩法拉第未来。
岿然不动的稳
03-19
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。
岿然不动的稳
02-28
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。
$英伟达(NVDA)$
岿然不动的稳
01-13
$蔚来(NIO)$
$理想汽车(LI)$
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
岿然不动的稳
06-12
$蔚来(NIO)$
$蔚来(NIO.SI)$
最近因为考虑买车调研了蔚来:1,从一开始的兴奋,认为换电很厉害,补能又快,又能解决超充对电网的负荷问题;但一查资料发现压根就是蔚来自创的问题。我们国家的基建水平什么时候让电车充电成为电网负担了?特斯拉超充在美国建了那么多,也没见基建陈旧的美国电网怎么了。2,深入研究蔚来换电的高昂成本,又感觉它的现金流有问题,担心会不会像威马一样倒闭。算了之后发现,蔚来的换电站根本就无法收回成本,怎么都收不回。纯烧钱玩意儿。3,然后又觉得BAAS很新鲜,能解决电池衰减问题。但反过来,车身和电池哪个折旧速度更快还不一定呢。特别是电车上面的系统迭代很快,车身折旧估计更快。随着电池技术的迭代升级,电池会越来越耐用,电池越耐用,BAAS的价值就越低。就越不需要做车电分离。蔚来搞车电分离,反而是在和科技发展的趋势作对。4,最后我觉得蔚来的整套体系都违反李斌口口声声说的长期主义。因为长期主义是要做时间的朋友。但从时间朋友的角度来看,充电桩会普及,电池技术会升级,超充技术会普及,这些技术都会让碎片化充电成为主流,在家充,在公司充,在服务区充,在各种停车场充,换电的需求会越来越小。超充和充电桩的方案才是时间的朋友,蔚来烧了那么多钱建的换电站,最后都会成为工业垃圾,像2年前的核酸检测站一样在无人的角落生锈腐烂。无他,蔚来的换电模式和BAAS模式都在做时间的敌人。蔚来不是在搞长期主义,他是骗子,累计融资150亿美元,目前市值93亿美元,妥妥的价值毁灭者。
岿然不动的稳
2023-11-03
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]
$苹果(AAPL)$
去老虎APP查看更多动态
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一不小心又让大家认识一家市值5000亿的庞然大物,19年最低价至今股价已经翻了10倍。世界已经“云”上化,而我们还在银行、制造业、IT民工这样的“农耕文明”。","images":[{"img":"https://static.tigerbbs.com/ec92caf151dc8114fe19d6ae7890a3d9","width":"285","height":"315"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330232302006440","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":328499481325840,"gmtCreate":1721222935888,"gmtModify":1721222937613,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 涨了那么多,高管和高级技术员工都减持享受生活了,谁还愿意为英伟达的未来奋斗。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 涨了那么多,高管和高级技术员工都减持享受生活了,谁还愿意为英伟达的未来奋斗。","text":"$英伟达(NVDA)$ 涨了那么多,高管和高级技术员工都减持享受生活了,谁还愿意为英伟达的未来奋斗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328499481325840","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328498991739152,"gmtCreate":1721222816360,"gmtModify":1721222819171,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 技术面上20元的位置基本站稳筑底,调整也有3个多月,筹码结构上看贝莱德增持、之前的大量期权也都到期,基本面上看最新的电力达到了夸张的56e,一天爆了14个块,40多个b,虽然算力依然不稳定,但上限的爆发如果能频率变高,是否也意味着基本面的好转,mara的击球点应该是快到了","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings 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Holdings Inc(MARA)$</a> 最后一次加仓拉~~~买定离手拉。我看跌~~适当回调是必然的。但以防万一,我进点25/27的看涨价差买个心安....","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 最后一次加仓拉~~~买定离手拉。我看跌~~适当回调是必然的。但以防万一,我进点25/27的看涨价差买个心安....","text":"$Marathon Digital Holdings Inc(MARA)$ 最后一次加仓拉~~~买定离手拉。我看跌~~适当回调是必然的。但以防万一,我进点25/27的看涨价差买个心安....","images":[{"img":"https://static.tigerbbs.com/1c58acb562f63691c1a80e4730f2b2f3","width":"297","height":"315"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328498401763552","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":328494553215200,"gmtCreate":1721221812403,"gmtModify":1721222188033,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 看样子30这周有望能到,如果今天能突破26.5就更有可能。不然就回调个5%-10%再上。","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 看样子30这周有望能到,如果今天能突破26.5就更有可能。不然就回调个5%-10%再上。","text":"$Marathon Digital Holdings Inc(MARA)$ 看样子30这周有望能到,如果今天能突破26.5就更有可能。不然就回调个5%-10%再上。","images":[{"img":"https://static.tigerbbs.com/98a706753bc541d8582d518540191b3d","width":"293","height":"301"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328494553215200","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":327819299021024,"gmtCreate":1721056955422,"gmtModify":1721056957632,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v> 美团有这么多本地商家客户,本身做梯媒大概率也会是动态智能梯媒,精准投放。这正是互联网企业擅长的地方。 如果这块业务能做平,对美团而言就是巨大的胜利,新的流量入口(并不是所有人都用美团app或美团小程序)。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v> 美团有这么多本地商家客户,本身做梯媒大概率也会是动态智能梯媒,精准投放。这正是互联网企业擅长的地方。 如果这块业务能做平,对美团而言就是巨大的胜利,新的流量入口(并不是所有人都用美团app或美团小程序)。","text":"$美团-W(03690)$ 美团有这么多本地商家客户,本身做梯媒大概率也会是动态智能梯媒,精准投放。这正是互联网企业擅长的地方。 如果这块业务能做平,对美团而言就是巨大的胜利,新的流量入口(并不是所有人都用美团app或美团小程序)。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327819299021024","isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327816620093664,"gmtCreate":1721056301387,"gmtModify":1721056305929,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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一句话,收购小鹏这样的车企真的还不如自己花点钱。挖点大佬,自己慢慢搞研发更划算","images":[{"img":"https://static.tigerbbs.com/00f6008b7e3817a752fadb514b538f69","width":"287","height":"291"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327816620093664","isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":326739254972480,"gmtCreate":1720791881012,"gmtModify":1720791885130,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <v-v data-views=\"1\"></v-v> 这么多年下来整体的业务风格还是憋大招思维。总是幻想着能通过一个领先对手半个身位到一个身位的大招。可能是技术大招,或者是商业模式大招。总之要通过一个最终决战兵器,一劳永逸的解决商业竞争问题,绕过那些脏活累活。萝卜快跑也是这个思路下的产物。且不说这算不算个大招,以百度的组织能力水平和现在的公司治理问题,根本就不可能支持这个项目落地生根,也就是做个大demo而已。这个公司就没有干脏活累活的能力。","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <v-v data-views=\"1\"></v-v> 这么多年下来整体的业务风格还是憋大招思维。总是幻想着能通过一个领先对手半个身位到一个身位的大招。可能是技术大招,或者是商业模式大招。总之要通过一个最终决战兵器,一劳永逸的解决商业竞争问题,绕过那些脏活累活。萝卜快跑也是这个思路下的产物。且不说这算不算个大招,以百度的组织能力水平和现在的公司治理问题,根本就不可能支持这个项目落地生根,也就是做个大demo而已。这个公司就没有干脏活累活的能力。","text":"$百度(BIDU)$ $百度集团-SW(09888)$ 这么多年下来整体的业务风格还是憋大招思维。总是幻想着能通过一个领先对手半个身位到一个身位的大招。可能是技术大招,或者是商业模式大招。总之要通过一个最终决战兵器,一劳永逸的解决商业竞争问题,绕过那些脏活累活。萝卜快跑也是这个思路下的产物。且不说这算不算个大招,以百度的组织能力水平和现在的公司治理问题,根本就不可能支持这个项目落地生根,也就是做个大demo而已。这个公司就没有干脏活累活的能力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326739254972480","isVote":1,"tweetType":1,"viewCount":1316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326736283213888,"gmtCreate":1720791155485,"gmtModify":1720791160405,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这家公司的技术和国内新能源车的车载端测大模型有什么区别?比如蔚来的nomi,小米的小爱同学,国外的厂商连这些也搞不定吗?","listText":"这家公司的技术和国内新能源车的车载端测大模型有什么区别?比如蔚来的nomi,小米的小爱同学,国外的厂商连这些也搞不定吗?","text":"这家公司的技术和国内新能源车的车载端测大模型有什么区别?比如蔚来的nomi,小米的小爱同学,国外的厂商连这些也搞不定吗?","images":[{"img":"https://static.tigerbbs.com/958fc8d2c0133bdca70a5be598c7c2c1","width":"299","height":"227"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326736283213888","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":326452904992768,"gmtCreate":1720703029729,"gmtModify":1720703075131,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$</a> 彻底反转,妖股!未来三个月我坐等3 0倍的收益!不信不要喷我,当我没说!","listText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$</a> 彻底反转,妖股!未来三个月我坐等3 0倍的收益!不信不要喷我,当我没说!","text":"$能链智电(NAAS)$ 彻底反转,妖股!未来三个月我坐等3 0倍的收益!不信不要喷我,当我没说!","images":[{"img":"https://static.tigerbbs.com/0d3002ec9f6a2d015cb6d3880766db1d","width":"617","height":"291"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/326452904992768","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578176393099874","authorId":"3578176393099874","name":"Yuri_Boyka","avatar":"https://static.tigerbbs.com/5c706e3b9c75fc0ed184ac45b9e05e61","crmLevel":1,"crmLevelSwitch":0},"content":"现在还能看好吗? 感觉趋势是向上的,有点跟百度走","text":"现在还能看好吗? 感觉趋势是向上的,有点跟百度走","html":"现在还能看好吗? 感觉趋势是向上的,有点跟百度走"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":326450051178776,"gmtCreate":1720702256759,"gmtModify":1720702263661,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 这股价表现,马云回国传闻应该不是假的,毕竟有图有真相。看得出,马云在阿里的地位丝毫不减,虽退隐江湖,但一露面,依然是江湖传奇。一般来说,马云现身,必然有阿里系的大事要发生。上一次3月份马云回国后,阿里就启动了那场“成立24年来最重要的一次变革”,进行了重要的组织架构调整和治理关系重新定义,启动“1+6+N”的组织架构调整,张勇宣布卸任,蔡崇信、吴泳铭分别接任集团董事会主席、CEO。因此,马云这次回来,很难不让人联想阿里是不是又有什么大事要发生,不过即便没有变革类的大动作,马云的回国,至少在提振阿里信心上,效果是立竿见影!","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 这股价表现,马云回国传闻应该不是假的,毕竟有图有真相。看得出,马云在阿里的地位丝毫不减,虽退隐江湖,但一露面,依然是江湖传奇。一般来说,马云现身,必然有阿里系的大事要发生。上一次3月份马云回国后,阿里就启动了那场“成立24年来最重要的一次变革”,进行了重要的组织架构调整和治理关系重新定义,启动“1+6+N”的组织架构调整,张勇宣布卸任,蔡崇信、吴泳铭分别接任集团董事会主席、CEO。因此,马云这次回来,很难不让人联想阿里是不是又有什么大事要发生,不过即便没有变革类的大动作,马云的回国,至少在提振阿里信心上,效果是立竿见影!","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 这股价表现,马云回国传闻应该不是假的,毕竟有图有真相。看得出,马云在阿里的地位丝毫不减,虽退隐江湖,但一露面,依然是江湖传奇。一般来说,马云现身,必然有阿里系的大事要发生。上一次3月份马云回国后,阿里就启动了那场“成立24年来最重要的一次变革”,进行了重要的组织架构调整和治理关系重新定义,启动“1+6+N”的组织架构调整,张勇宣布卸任,蔡崇信、吴泳铭分别接任集团董事会主席、CEO。因此,马云这次回来,很难不让人联想阿里是不是又有什么大事要发生,不过即便没有变革类的大动作,马云的回国,至少在提振阿里信心上,效果是立竿见影!","images":[{"img":"https://static.tigerbbs.com/e99a0c550690b4704346681242c907f0","width":"479","height":"313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326450051178776","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":326444933693720,"gmtCreate":1720701007374,"gmtModify":1720701009345,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> <v-v data-views=\"1\"></v-v> 孙正义私有化ARM花费了310亿美金,如今二度上市市值1680亿美金,净赚1370亿美金;购入4.9%英伟达股票于2019年33亿美金卖出,如今价值1520亿美金。","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> <v-v data-views=\"1\"></v-v> 孙正义私有化ARM花费了310亿美金,如今二度上市市值1680亿美金,净赚1370亿美金;购入4.9%英伟达股票于2019年33亿美金卖出,如今价值1520亿美金。","text":"$ARM Holdings Ltd(ARM)$ 孙正义私有化ARM花费了310亿美金,如今二度上市市值1680亿美金,净赚1370亿美金;购入4.9%英伟达股票于2019年33亿美金卖出,如今价值1520亿美金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326444933693720","isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326055646572544,"gmtCreate":1720606042809,"gmtModify":1720606046941,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 纯看图,我觉得ARM会涨到190以上,今天早一点的时候本来想买ARM,实在是没钱了,就没买,还在涨。钱不够,就只能有限的买点标的。这跟我在5月底的状态完全相反,那个时候是账户里太多钱,买卖很随意。可能还是现在这种状态好一点,有能力就凭有限的资金自己去把本金翻多一点。","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 纯看图,我觉得ARM会涨到190以上,今天早一点的时候本来想买ARM,实在是没钱了,就没买,还在涨。钱不够,就只能有限的买点标的。这跟我在5月底的状态完全相反,那个时候是账户里太多钱,买卖很随意。可能还是现在这种状态好一点,有能力就凭有限的资金自己去把本金翻多一点。","text":"$ARM Holdings Ltd(ARM)$ 纯看图,我觉得ARM会涨到190以上,今天早一点的时候本来想买ARM,实在是没钱了,就没买,还在涨。钱不够,就只能有限的买点标的。这跟我在5月底的状态完全相反,那个时候是账户里太多钱,买卖很随意。可能还是现在这种状态好一点,有能力就凭有限的资金自己去把本金翻多一点。","images":[{"img":"https://static.tigerbbs.com/4bc7e0e8aa4b187482205013ce63be38","width":"331","height":"305"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326055646572544","isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":325223175049240,"gmtCreate":1720436354335,"gmtModify":1720436356755,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> meta rayban 听说使用起来非常不错,没有光机,只是一个智能眼镜,不是AR眼镜。但可以拍照语音交互,是短视频博主的必备,看了一下何老板的拆机,又搜了一下资料,最强的是高通 AR1这颗芯片。新型智能终端到底什么样子?眼镜是一种可能。如果有光机的AR眼镜的成熟产品出来后,没有近视眼的人们会不会都佩戴一个眼镜呢?这比耳朵上塞个东西,手里举个小方块更自然吧?难道爱尔眼科就要这么被颠覆了?","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <v-v data-views=\"1\"></v-v> meta rayban 听说使用起来非常不错,没有光机,只是一个智能眼镜,不是AR眼镜。但可以拍照语音交互,是短视频博主的必备,看了一下何老板的拆机,又搜了一下资料,最强的是高通 AR1这颗芯片。新型智能终端到底什么样子?眼镜是一种可能。如果有光机的AR眼镜的成熟产品出来后,没有近视眼的人们会不会都佩戴一个眼镜呢?这比耳朵上塞个东西,手里举个小方块更自然吧?难道爱尔眼科就要这么被颠覆了?","text":"$Meta Platforms(META)$ meta rayban 听说使用起来非常不错,没有光机,只是一个智能眼镜,不是AR眼镜。但可以拍照语音交互,是短视频博主的必备,看了一下何老板的拆机,又搜了一下资料,最强的是高通 AR1这颗芯片。新型智能终端到底什么样子?眼镜是一种可能。如果有光机的AR眼镜的成熟产品出来后,没有近视眼的人们会不会都佩戴一个眼镜呢?这比耳朵上塞个东西,手里举个小方块更自然吧?难道爱尔眼科就要这么被颠覆了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325223175049240","isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325220760473624,"gmtCreate":1720435764839,"gmtModify":1720444315834,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> flagging,周二我们已经看到半导体反转迹象,低开回踩支撑再次突破红线163 是我们进场的信号,在前高170.8 压力被打压,收盘依然稳守166.8 支撑。周五lotto,留意留意高开突破三角,突破蓝线开盘如果在170.8+ 考虑175 /177.5lotto,如果盘前在171 左右,175C 0.85/0.9 可以挂入,177.5C lotto 0.4/0.45 可以挂入。一旦突破,大几率可以看到新高,日内目标173.8,175,177.3,179.7 (锁利大部分)甚至183.8,187.2。","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> flagging,周二我们已经看到半导体反转迹象,低开回踩支撑再次突破红线163 是我们进场的信号,在前高170.8 压力被打压,收盘依然稳守166.8 支撑。周五lotto,留意留意高开突破三角,突破蓝线开盘如果在170.8+ 考虑175 /177.5lotto,如果盘前在171 左右,175C 0.85/0.9 可以挂入,177.5C lotto 0.4/0.45 可以挂入。一旦突破,大几率可以看到新高,日内目标173.8,175,177.3,179.7 (锁利大部分)甚至183.8,187.2。","text":"$ARM Holdings Ltd(ARM)$ flagging,周二我们已经看到半导体反转迹象,低开回踩支撑再次突破红线163 是我们进场的信号,在前高170.8 压力被打压,收盘依然稳守166.8 支撑。周五lotto,留意留意高开突破三角,突破蓝线开盘如果在170.8+ 考虑175 /177.5lotto,如果盘前在171 左右,175C 0.85/0.9 可以挂入,177.5C lotto 0.4/0.45 可以挂入。一旦突破,大几率可以看到新高,日内目标173.8,175,177.3,179.7 (锁利大部分)甚至183.8,187.2。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325220760473624","isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323481057710104,"gmtCreate":1720011032719,"gmtModify":1720011034455,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 苹果将获得OpenAI董事会观察员的职位,由苹果App Store负责人、前营销主管Phil Schiller出任,但并不担任正式董事。苹果和OpenAI的合作不止是让iPhone用户可以直接使用ChatGPT,还让苹果“免费”得到了在OpenAI董事会和OpenAI大股东微软一样的地位。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 苹果将获得OpenAI董事会观察员的职位,由苹果App Store负责人、前营销主管Phil Schiller出任,但并不担任正式董事。苹果和OpenAI的合作不止是让iPhone用户可以直接使用ChatGPT,还让苹果“免费”得到了在OpenAI董事会和OpenAI大股东微软一样的地位。","text":"$苹果(AAPL)$ 苹果将获得OpenAI董事会观察员的职位,由苹果App Store负责人、前营销主管Phil Schiller出任,但并不担任正式董事。苹果和OpenAI的合作不止是让iPhone用户可以直接使用ChatGPT,还让苹果“免费”得到了在OpenAI董事会和OpenAI大股东微软一样的地位。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323481057710104","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323479177740312,"gmtCreate":1720010573743,"gmtModify":1720010577636,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 上涨的核心逻辑肯定还是要往AI靠,也就是自动驾驶。这是最核心能推动特斯拉向上的。销量只是目前的表象。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 上涨的核心逻辑肯定还是要往AI靠,也就是自动驾驶。这是最核心能推动特斯拉向上的。销量只是目前的表象。","text":"$特斯拉(TSLA)$ 上涨的核心逻辑肯定还是要往AI靠,也就是自动驾驶。这是最核心能推动特斯拉向上的。销量只是目前的表象。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323479177740312","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323196630696216,"gmtCreate":1719925054946,"gmtModify":1719925056580,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> 明年预计降4次,今年降1次,不过讲话没那么鹰,问题不大。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v> 明年预计降4次,今年降1次,不过讲话没那么鹰,问题不大。","text":"$Coinbase Global, Inc.(COIN)$ 明年预计降4次,今年降1次,不过讲话没那么鹰,问题不大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323196630696216","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323192706171160,"gmtCreate":1719924096811,"gmtModify":1719924098140,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHWY\">$Chewy, Inc.(CHWY)$</a> 每天都反复洗盘,有一种A股的感觉。财报后的大跌也很快被买起来,这股票有点魔性。","listText":"<a href=\"https://laohu8.com/S/CHWY\">$Chewy, Inc.(CHWY)$</a> 每天都反复洗盘,有一种A股的感觉。财报后的大跌也很快被买起来,这股票有点魔性。","text":"$Chewy, Inc.(CHWY)$ 每天都反复洗盘,有一种A股的感觉。财报后的大跌也很快被买起来,这股票有点魔性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323192706171160","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317876414496864,"gmtCreate":1718614740384,"gmtModify":1718614742410,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> <v-v data-views=\"1\"></v-v> 2002 年5月23日,奈飞(Netflix)上市。如果你在22年前奈飞的IPO中投资了2000美元的话,到今天将价值100万美元。当然,如果你,跟我一样没有投资或者持续持有到现在的话,当我没说~","listText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> <v-v data-views=\"1\"></v-v> 2002 年5月23日,奈飞(Netflix)上市。如果你在22年前奈飞的IPO中投资了2000美元的话,到今天将价值100万美元。当然,如果你,跟我一样没有投资或者持续持有到现在的话,当我没说~","text":"$奈飞(NFLX)$ 2002 年5月23日,奈飞(Netflix)上市。如果你在22年前奈飞的IPO中投资了2000美元的话,到今天将价值100万美元。当然,如果你,跟我一样没有投资或者持续持有到现在的话,当我没说~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/317876414496864","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":7,"crmLevelSwitch":1},"content":"2001年茅台上市,如果你在23年前投资了2000美元茅台股票的话,不算分红派息,到今天价值60万美元。 [捂脸]所以不要抱怨环境 [捂脸]","text":"2001年茅台上市,如果你在23年前投资了2000美元茅台股票的话,不算分红派息,到今天价值60万美元。 [捂脸]所以不要抱怨环境 [捂脸]","html":"2001年茅台上市,如果你在23年前投资了2000美元茅台股票的话,不算分红派息,到今天价值60万美元。 [捂脸]所以不要抱怨环境 [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":326452904992768,"gmtCreate":1720703029729,"gmtModify":1720703075131,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$</a> 彻底反转,妖股!未来三个月我坐等3 0倍的收益!不信不要喷我,当我没说!","listText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$</a> 彻底反转,妖股!未来三个月我坐等3 0倍的收益!不信不要喷我,当我没说!","text":"$能链智电(NAAS)$ 彻底反转,妖股!未来三个月我坐等3 0倍的收益!不信不要喷我,当我没说!","images":[{"img":"https://static.tigerbbs.com/0d3002ec9f6a2d015cb6d3880766db1d","width":"617","height":"291"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/326452904992768","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578176393099874","authorId":"3578176393099874","name":"Yuri_Boyka","avatar":"https://static.tigerbbs.com/5c706e3b9c75fc0ed184ac45b9e05e61","crmLevel":1,"crmLevelSwitch":0},"content":"现在还能看好吗? 感觉趋势是向上的,有点跟百度走","text":"现在还能看好吗? 感觉趋势是向上的,有点跟百度走","html":"现在还能看好吗? 感觉趋势是向上的,有点跟百度走"}],"imageCount":1,"langContent":"CN","totalScore":0},{"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,"followedFlag":false},"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":1307,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"东莞烧鸟仙人","avatar":"https://static.tigerbbs.com/efab18c85c3be5514993af138c3a4f31","crmLevel":3,"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":317876414496864,"gmtCreate":1718614740384,"gmtModify":1718614742410,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> <v-v data-views=\"1\"></v-v> 2002 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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":1051,"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":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,"followedFlag":false},"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":10659,"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,"followedFlag":false},"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":4406,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541665425268897","authorId":"3541665425268897","name":"Max霸霸","avatar":"https://static.tigerbbs.com/e78e34dc9ec51acfd2dc83b21b6fc920","crmLevel":1,"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,"followedFlag":false},"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":2870,"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":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,"followedFlag":false},"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":1061,"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,"followedFlag":false},"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":1956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313562493472840,"gmtCreate":1717592221453,"gmtModify":1717751616184,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 真是有意思,游戏驿站amc <a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 因为今天的乌龙指都不让交易了,散户各种资金没事干,来玩法拉第未来。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v> 真是有意思,游戏驿站amc <a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 因为今天的乌龙指都不让交易了,散户各种资金没事干,来玩法拉第未来。","text":"$Faraday Future(FFIE)$ 真是有意思,游戏驿站amc $AMC院线(AMC)$ 因为今天的乌龙指都不让交易了,散户各种资金没事干,来玩法拉第未来。","images":[{"img":"https://static.tigerbbs.com/c30ce38b86ef14d485b71874c4bd8d64","width":"1439","height":"993"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/313562493472840","isVote":1,"tweetType":1,"viewCount":2926,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442881788388879","authorId":"3442881788388879","name":"百万手速王","avatar":"https://static.laohu8.com/bb3291853da6afb3ac7acb6f16c40903","crmLevel":6,"crmLevelSwitch":0},"content":"炒股后肉眼可见地变开心了","text":"炒股后肉眼可见地变开心了","html":"炒股后肉眼可见地变开心了"}],"imageCount":1,"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,"followedFlag":false},"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":7077,"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,"followedFlag":false},"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":489,"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,"followedFlag":false},"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":5595,"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":316135708356720,"gmtCreate":1718189486510,"gmtModify":1718189494725,"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"0\"></v-v> 最近因为考虑买车调研了蔚来:1,从一开始的兴奋,认为换电很厉害,补能又快,又能解决超充对电网的负荷问题;但一查资料发现压根就是蔚来自创的问题。我们国家的基建水平什么时候让电车充电成为电网负担了?特斯拉超充在美国建了那么多,也没见基建陈旧的美国电网怎么了。2,深入研究蔚来换电的高昂成本,又感觉它的现金流有问题,担心会不会像威马一样倒闭。算了之后发现,蔚来的换电站根本就无法收回成本,怎么都收不回。纯烧钱玩意儿。3,然后又觉得BAAS很新鲜,能解决电池衰减问题。但反过来,车身和电池哪个折旧速度更快还不一定呢。特别是电车上面的系统迭代很快,车身折旧估计更快。随着电池技术的迭代升级,电池会越来越耐用,电池越耐用,BAAS的价值就越低。就越不需要做车电分离。蔚来搞车电分离,反而是在和科技发展的趋势作对。4,最后我觉得蔚来的整套体系都违反李斌口口声声说的长期主义。因为长期主义是要做时间的朋友。但从时间朋友的角度来看,充电桩会普及,电池技术会升级,超充技术会普及,这些技术都会让碎片化充电成为主流,在家充,在公司充,在服务区充,在各种停车场充,换电的需求会越来越小。超充和充电桩的方案才是时间的朋友,蔚来烧了那么多钱建的换电站,最后都会成为工业垃圾,像2年前的核酸检测站一样在无人的角落生锈腐烂。无他,蔚来的换电模式和BAAS模式都在做时间的敌人。蔚来不是在搞长期主义,他是骗子,累计融资150亿美元,目前市值93亿美元,妥妥的价值毁灭者。","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> 最近因为考虑买车调研了蔚来:1,从一开始的兴奋,认为换电很厉害,补能又快,又能解决超充对电网的负荷问题;但一查资料发现压根就是蔚来自创的问题。我们国家的基建水平什么时候让电车充电成为电网负担了?特斯拉超充在美国建了那么多,也没见基建陈旧的美国电网怎么了。2,深入研究蔚来换电的高昂成本,又感觉它的现金流有问题,担心会不会像威马一样倒闭。算了之后发现,蔚来的换电站根本就无法收回成本,怎么都收不回。纯烧钱玩意儿。3,然后又觉得BAAS很新鲜,能解决电池衰减问题。但反过来,车身和电池哪个折旧速度更快还不一定呢。特别是电车上面的系统迭代很快,车身折旧估计更快。随着电池技术的迭代升级,电池会越来越耐用,电池越耐用,BAAS的价值就越低。就越不需要做车电分离。蔚来搞车电分离,反而是在和科技发展的趋势作对。4,最后我觉得蔚来的整套体系都违反李斌口口声声说的长期主义。因为长期主义是要做时间的朋友。但从时间朋友的角度来看,充电桩会普及,电池技术会升级,超充技术会普及,这些技术都会让碎片化充电成为主流,在家充,在公司充,在服务区充,在各种停车场充,换电的需求会越来越小。超充和充电桩的方案才是时间的朋友,蔚来烧了那么多钱建的换电站,最后都会成为工业垃圾,像2年前的核酸检测站一样在无人的角落生锈腐烂。无他,蔚来的换电模式和BAAS模式都在做时间的敌人。蔚来不是在搞长期主义,他是骗子,累计融资150亿美元,目前市值93亿美元,妥妥的价值毁灭者。","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ 最近因为考虑买车调研了蔚来:1,从一开始的兴奋,认为换电很厉害,补能又快,又能解决超充对电网的负荷问题;但一查资料发现压根就是蔚来自创的问题。我们国家的基建水平什么时候让电车充电成为电网负担了?特斯拉超充在美国建了那么多,也没见基建陈旧的美国电网怎么了。2,深入研究蔚来换电的高昂成本,又感觉它的现金流有问题,担心会不会像威马一样倒闭。算了之后发现,蔚来的换电站根本就无法收回成本,怎么都收不回。纯烧钱玩意儿。3,然后又觉得BAAS很新鲜,能解决电池衰减问题。但反过来,车身和电池哪个折旧速度更快还不一定呢。特别是电车上面的系统迭代很快,车身折旧估计更快。随着电池技术的迭代升级,电池会越来越耐用,电池越耐用,BAAS的价值就越低。就越不需要做车电分离。蔚来搞车电分离,反而是在和科技发展的趋势作对。4,最后我觉得蔚来的整套体系都违反李斌口口声声说的长期主义。因为长期主义是要做时间的朋友。但从时间朋友的角度来看,充电桩会普及,电池技术会升级,超充技术会普及,这些技术都会让碎片化充电成为主流,在家充,在公司充,在服务区充,在各种停车场充,换电的需求会越来越小。超充和充电桩的方案才是时间的朋友,蔚来烧了那么多钱建的换电站,最后都会成为工业垃圾,像2年前的核酸检测站一样在无人的角落生锈腐烂。无他,蔚来的换电模式和BAAS模式都在做时间的敌人。蔚来不是在搞长期主义,他是骗子,累计融资150亿美元,目前市值93亿美元,妥妥的价值毁灭者。","images":[{"img":"https://static.tigerbbs.com/d7489d0f783c971d153cb912ed75d99d","width":"823","height":"535"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/316135708356720","isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"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,"followedFlag":false},"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":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}