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抹茶味抹布
06-13
$特斯拉(TSLA)$
无奈地,马斯克560亿薪酬是不能通过的。首先,我认为特斯拉危险了!今年一季度,滞销车辆超过4万辆,甚至太空中都能看到。更重要的是,大量消费者已经对特斯拉袪魅了!特斯拉已经不具备五年前高光时刻了。而且连马斯克都陷入多起内幕交易丑闻中,至少两家机构指控他内幕交易,非法获利数十亿美元。这和他科技钢铁侠、睡工厂床垫的形象极不吻合。用俗话说就是特斯拉已经忘记了初心。所以,特斯拉的颓势已经掩饰不住,股价将会持续阴跌。
抹茶味抹布
06-04
$Faraday Future(FFIE)$
纳斯达克发函问了很多事情,面值1元以下,0.1元以下,一季度财报等等,明摆着的不能持续经营的骗子公司,怎么还有那么多的赌徒……好言难劝啊真是。
抹茶味抹布
06-03
$Faraday Future(FFIE)$
管它骗不骗,赚钱要紧呀。要注意的是,一旦气势过去了容易退市的。这点要清楚,贾骗子也是想在退市钱捞点钱。
抹茶味抹布
05-31
$微软(MSFT)$
最近股市跌的原因除了正常的技术性调整之外,主要就是美国国债的影响。之前美国国债拍的收益率都很高,这也导致了国债本身收益率的大幅上涨,大家可以回看美债收益率涨幅。国债收益率上升了股票的估值会受到影响,所以最近美股大幅的下跌也并不奇怪。
抹茶味抹布
05-29
$阿里巴巴(BABA)$
短暂信任过阿里一个星期,直到刚建立上升趋势就增发,带崩港股大盘,彻底看清了这个公司。
抹茶味抹布
05-28
$理想汽车(LI)$
这价位,李老板其实可以考虑像兴爷一样回购80亿,做做市值管理,毕竟股价也是营销宣传的一部分嘛!
抹茶味抹布
05-27
$小米集团-W(01810)$
牛皮吹得震天响,股票就是不给涨,小米产品都说好,但是股票就是好不了,雷布斯吹上天,股票掉落地。
抹茶味抹布
05-23
$Faraday Future(FFIE)$
股票投资有不同的套路,价值投资会更多基于基本面,而投机者会更多基于动量分析,也就是所谓的情绪。现在看多逼空的情绪非常高涨且一致,这些情绪也是持续的坚定的,这才是支撑FFIE走高的根本。当前的形势下,基本面的分析,对看待股价走势来说是毫无帮助的。
抹茶味抹布
05-22
$蔚来(NIO)$
蔚来的亏损居高不下。小鹏一季度的销量环比减少64%,亏损反而大幅度减少。很多商场小鹏店铺退出了,换成汽车城的经销商卖。车子卖不出去,亏损由加盟经销商承担损失,这是从传统车企出来的王凤英功劳。蔚来可以学着点。
抹茶味抹布
05-21
$英伟达(NVDA)$
很简单,突破974就有希望,如果不突破就是日落西山,登顶圣母峰之后等待的就是下山,而判断是否登顶取决于机构的资金,是否聪明,钱愿不愿意继续买单,散户的资金是无法影响股价的(除非gme等特殊例子),而技术分析的目的就是为了判断机构的心理愿不愿意买单,所以通常技术面明显一看就很好很漂亮,代表机构开始买单了,机构的进场会导致技术面变好,技术分析其实就是这么简单。我个人还是看好英伟达的,不管机构咋想。
抹茶味抹布
05-17
$Crown Electrokinetics Corp.(CRKN)$
冲啊冲啊crkn!!我都已经相中一款表了!!快点继续上涨啊!!!我等着你发家致富呢!不要让我失望啊!
抹茶味抹布
05-16
$美国超微公司(AMD)$
即便按照上季度更高的eps年化算,市盈率都高达95。除非数据中心份额能翻倍,否则现在买的人还是要被套。
抹茶味抹布
05-15
$极氪(ZK)$
看估值才买的极氪,想想总比小鹏应该要好些吧,结果……本来都下了决定不买中概的,破戒无好事,希望慢慢爬起来。
抹茶味抹布
05-13
$小米集团-W(01810)$
去年12月公司在16元也回购过,现在19有啥好担心?小米14系列大卖,包括小米14Ultra也站稳了高端拍照手机。红米note 13 Turbo最近也是大卖。公司能造出SU7一样品质的汽车,可以相信小米的手机也会继续在质量上提升。散户买了的话就相信雷军,雷军曾说过至少让支持的人赚一倍,也就是上市价17的一倍,34。在这之前大家可以稳住。今天的小米走过了很多坑,积累了很多经验,小米14能大卖,SU7一出来就大火并不是没有原因的,背后就是整家公司在多年积累下,量变成质变。拿着就对了。
抹茶味抹布
05-10
$亚马逊(AMZN)$
今年就一直没怎么关注过亚马逊,最近冲击2万亿随便看了眼期权链,觉得之后只是“情绪走势”,但看完图表后觉得简直是完美!️突破…攀升…一路上涨形成支撑…这简直就是教科书级别的上涨。如果之后能把189作为支撑,那它之后的走势应该是“疯狂”的。当然,前提都是大哥标普500指数别掉链子。
抹茶味抹布
05-09
$小鹏汽车(XPEV)$
主要是小鹏汽车的销量都是依靠降价换来的,而且各个车型被围剿针对,毛利率可能一降再降。
抹茶味抹布
05-07
$理想汽车-W(02015)$
理想汽车L6的累计订单已超过4.1万,最近股价上涨了8个点,年营收达到1200亿。小米的订单量超过15万,锁单超过9万,年营收达到2700亿(不包括汽车业务),但小米股价却下跌1.5个点,为什么小米的股价还不如理想涨的好呢?好奇怪哦。
抹茶味抹布
05-06
$特斯拉(TSLA)$
特斯拉这档股要投机太难,继上次高点198,若回测180,还有跌破,站不大稳,目前坚持198时的观点,跌破180减半,180以上买回,但若一口气又冲到190以上,就闷了,真太难。
抹茶味抹布
04-26
$超微电脑(SMCI)$
当前的情况就是人工智能板块因为超微电脑的一个业绩预告而这次造成市场恐慌,因为超微电脑一反常态地没有提前公布初步财报业绩,被视为一种悲观信号,造成了大量的抛售!
抹茶味抹布
04-25
$超微电脑(SMCI)$
自3月初见历史新高后,4大AI热股不断反复往下走。明显地,AI话题已经告一段落。除非未来几个季度,业绩仍然有显著增长,否则股价只会继续往下走。热潮过后,股价表现只会跟随业绩表现。散户不理客观因素盲目地追棒,但投行大户机构等会像散户一般见识吗?
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无奈地,马斯克560亿薪酬是不能通过的。首先,我认为特斯拉危险了!今年一季度,滞销车辆超过4万辆,甚至太空中都能看到。更重要的是,大量消费者已经对特斯拉袪魅了!特斯拉已经不具备五年前高光时刻了。而且连马斯克都陷入多起内幕交易丑闻中,至少两家机构指控他内幕交易,非法获利数十亿美元。这和他科技钢铁侠、睡工厂床垫的形象极不吻合。用俗话说就是特斯拉已经忘记了初心。所以,特斯拉的颓势已经掩饰不住,股价将会持续阴跌。","images":[{"img":"https://static.tigerbbs.com/005ae45a6f40798cf1da70372a2e2442","width":"729","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/316454884302960","isVote":1,"tweetType":1,"viewCount":2420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":313211654033456,"gmtCreate":1717489904814,"gmtModify":1717753744657,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"<a 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纳斯达克发函问了很多事情,面值1元以下,0.1元以下,一季度财报等等,明摆着的不能持续经营的骗子公司,怎么还有那么多的赌徒……好言难劝啊真是。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/313211654033456","isVote":1,"tweetType":1,"viewCount":8531,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4134736620815440","authorId":"4134736620815440","name":"倔强的竹子","avatar":"https://static.tigerbbs.com/58c4939c07e2e4249ac2de22f8a02117","crmLevel":6,"crmLevelSwitch":0,"idStr":"4134736620815440","authorIdStr":"4134736620815440"},"content":"暂时的,有国内市场支持,增长空间无限!","text":"暂时的,有国内市场支持,增长空间无限!","html":"暂时的,有国内市场支持,增长空间无限!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312854651682864,"gmtCreate":1717402746037,"gmtModify":1717402747492,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>管它骗不骗,赚钱要紧呀。要注意的是,一旦气势过去了容易退市的。这点要清楚,贾骗子也是想在退市钱捞点钱。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>管它骗不骗,赚钱要紧呀。要注意的是,一旦气势过去了容易退市的。这点要清楚,贾骗子也是想在退市钱捞点钱。","text":"$Faraday Future(FFIE)$ 管它骗不骗,赚钱要紧呀。要注意的是,一旦气势过去了容易退市的。这点要清楚,贾骗子也是想在退市钱捞点钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312854651682864","isVote":1,"tweetType":1,"viewCount":2290,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131149813807680","authorId":"4131149813807680","name":"叁陆玖饼","avatar":"https://static.tigerbbs.com/370b0c9151bb155a5667599d64bc3068","crmLevel":5,"crmLevelSwitch":0,"idStr":"4131149813807680","authorIdStr":"4131149813807680"},"content":"你是投资者都不信,谁新?至少看到百亿市值,否则不值得老贾出手","text":"你是投资者都不信,谁新?至少看到百亿市值,否则不值得老贾出手","html":"你是投资者都不信,谁新?至少看到百亿市值,否则不值得老贾出手"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311786230505640,"gmtCreate":1717146979156,"gmtModify":1717146980859,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v>最近股市跌的原因除了正常的技术性调整之外,主要就是美国国债的影响。之前美国国债拍的收益率都很高,这也导致了国债本身收益率的大幅上涨,大家可以回看美债收益率涨幅。国债收益率上升了股票的估值会受到影响,所以最近美股大幅的下跌也并不奇怪。","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v>最近股市跌的原因除了正常的技术性调整之外,主要就是美国国债的影响。之前美国国债拍的收益率都很高,这也导致了国债本身收益率的大幅上涨,大家可以回看美债收益率涨幅。国债收益率上升了股票的估值会受到影响,所以最近美股大幅的下跌也并不奇怪。","text":"$微软(MSFT)$ 最近股市跌的原因除了正常的技术性调整之外,主要就是美国国债的影响。之前美国国债拍的收益率都很高,这也导致了国债本身收益率的大幅上涨,大家可以回看美债收益率涨幅。国债收益率上升了股票的估值会受到影响,所以最近美股大幅的下跌也并不奇怪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311786230505640","isVote":1,"tweetType":1,"viewCount":5348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311103754924200,"gmtCreate":1716971476833,"gmtModify":1716971487405,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>短暂信任过阿里一个星期,直到刚建立上升趋势就增发,带崩港股大盘,彻底看清了这个公司。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v 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牛皮吹得震天响,股票就是不给涨,小米产品都说好,但是股票就是好不了,雷布斯吹上天,股票掉落地。","images":[{"img":"https://static.tigerbbs.com/5d2dc350c921d399fa67923add0bb503","width":"738","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310397496180904","isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308955185782928,"gmtCreate":1716438583531,"gmtModify":1716438585379,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v 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股票投资有不同的套路,价值投资会更多基于基本面,而投机者会更多基于动量分析,也就是所谓的情绪。现在看多逼空的情绪非常高涨且一致,这些情绪也是持续的坚定的,这才是支撑FFIE走高的根本。当前的形势下,基本面的分析,对看待股价走势来说是毫无帮助的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308955185782928","isVote":1,"tweetType":1,"viewCount":8735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308662717669400,"gmtCreate":1716367045903,"gmtModify":1716368073418,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>蔚来的亏损居高不下。小鹏一季度的销量环比减少64%,亏损反而大幅度减少。很多商场小鹏店铺退出了,换成汽车城的经销商卖。车子卖不出去,亏损由加盟经销商承担损失,这是从传统车企出来的王凤英功劳。蔚来可以学着点。","listText":"<a 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蔚来的亏损居高不下。小鹏一季度的销量环比减少64%,亏损反而大幅度减少。很多商场小鹏店铺退出了,换成汽车城的经销商卖。车子卖不出去,亏损由加盟经销商承担损失,这是从传统车企出来的王凤英功劳。蔚来可以学着点。","images":[{"img":"https://static.tigerbbs.com/29984b3a4ecb3b61579132ec1d737011","width":"915","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/308662717669400","isVote":1,"tweetType":1,"viewCount":2775,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526515817080864","authorId":"3526515817080864","name":"鱼头up","avatar":"https://static.tigerbbs.com/dc9f0243f7b8143d843e9e4a613c46d2","crmLevel":5,"crmLevelSwitch":0,"idStr":"3526515817080864","authorIdStr":"3526515817080864"},"content":"经销商模式太low了,苹果式直营才是未来","text":"经销商模式太low了,苹果式直营才是未来","html":"经销商模式太low了,苹果式直营才是未来"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308246394089616,"gmtCreate":1716265538684,"gmtModify":1716265541396,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"<a 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很简单,突破974就有希望,如果不突破就是日落西山,登顶圣母峰之后等待的就是下山,而判断是否登顶取决于机构的资金,是否聪明,钱愿不愿意继续买单,散户的资金是无法影响股价的(除非gme等特殊例子),而技术分析的目的就是为了判断机构的心理愿不愿意买单,所以通常技术面明显一看就很好很漂亮,代表机构开始买单了,机构的进场会导致技术面变好,技术分析其实就是这么简单。我个人还是看好英伟达的,不管机构咋想。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308246394089616","isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306878998073488,"gmtCreate":1715931701767,"gmtModify":1715931719733,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRKN\">$Crown Electrokinetics Corp.(CRKN)$</a> <v-v 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看估值才买的极氪,想想总比小鹏应该要好些吧,结果……本来都下了决定不买中概的,破戒无好事,希望慢慢爬起来。","images":[{"img":"https://static.tigerbbs.com/3d4b31c377fc09caa864fdb6d9f03ccc","width":"772","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306170068766864","isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":305469008564368,"gmtCreate":1715587466046,"gmtModify":1715587468017,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>去年12月公司在16元也回购过,现在19有啥好担心?小米14系列大卖,包括小米14Ultra也站稳了高端拍照手机。红米note 13 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href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>纳斯达克发函问了很多事情,面值1元以下,0.1元以下,一季度财报等等,明摆着的不能持续经营的骗子公司,怎么还有那么多的赌徒……好言难劝啊真是。","text":"$Faraday Future(FFIE)$ 纳斯达克发函问了很多事情,面值1元以下,0.1元以下,一季度财报等等,明摆着的不能持续经营的骗子公司,怎么还有那么多的赌徒……好言难劝啊真是。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/313211654033456","isVote":1,"tweetType":1,"viewCount":8531,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4134736620815440","authorId":"4134736620815440","name":"倔强的竹子","avatar":"https://static.tigerbbs.com/58c4939c07e2e4249ac2de22f8a02117","crmLevel":6,"crmLevelSwitch":0,"idStr":"4134736620815440","authorIdStr":"4134736620815440"},"content":"暂时的,有国内市场支持,增长空间无限!","text":"暂时的,有国内市场支持,增长空间无限!","html":"暂时的,有国内市场支持,增长空间无限!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258700533362688,"gmtCreate":1704182985079,"gmtModify":1704184858801,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"以后就是没有换电站的地方基本不可能大规模提供800V超充。。。400kw什么概念。。。60户的居民楼差不多用电容量就是400到600kw。。。还大规模建超充,没有储能做缓冲是不可能的,而蔚来换电站不本身就是超大储能站。。。。以后只有蔚来才具备大规模提供高压快充的能力。。。其他想建肯定要配套储能,那建配套储能又和建换电站有什么区别呢。。。。蔚来那个时候已经3000座,谁比得过?从现在开始布局没错的! <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","listText":"以后就是没有换电站的地方基本不可能大规模提供800V超充。。。400kw什么概念。。。60户的居民楼差不多用电容量就是400到600kw。。。还大规模建超充,没有储能做缓冲是不可能的,而蔚来换电站不本身就是超大储能站。。。。以后只有蔚来才具备大规模提供高压快充的能力。。。其他想建肯定要配套储能,那建配套储能又和建换电站有什么区别呢。。。。蔚来那个时候已经3000座,谁比得过?从现在开始布局没错的! <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>","text":"以后就是没有换电站的地方基本不可能大规模提供800V超充。。。400kw什么概念。。。60户的居民楼差不多用电容量就是400到600kw。。。还大规模建超充,没有储能做缓冲是不可能的,而蔚来换电站不本身就是超大储能站。。。。以后只有蔚来才具备大规模提供高压快充的能力。。。其他想建肯定要配套储能,那建配套储能又和建换电站有什么区别呢。。。。蔚来那个时候已经3000座,谁比得过?从现在开始布局没错的! $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/258700533362688","isVote":1,"tweetType":1,"viewCount":2106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296226086436880,"gmtCreate":1713340057013,"gmtModify":1713412466305,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>今年年后,蔚来先是促销2023款展车,后又降低bass价格提升新款销量,目前来看,月销量能稳定在1.1万辆左右。这个销量无法保障毛利率,接下来的8个月,蔚来品牌的销量靠啥提升?还有什么牌可以打?如果蔚来品牌销量止步于此,就只能靠乐道了。如果乐道还不行,就只能倒闭了!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"0\"></v-v>今年年后,蔚来先是促销2023款展车,后又降低bass价格提升新款销量,目前来看,月销量能稳定在1.1万辆左右。这个销量无法保障毛利率,接下来的8个月,蔚来品牌的销量靠啥提升?还有什么牌可以打?如果蔚来品牌销量止步于此,就只能靠乐道了。如果乐道还不行,就只能倒闭了!","text":"$蔚来(NIO)$ 今年年后,蔚来先是促销2023款展车,后又降低bass价格提升新款销量,目前来看,月销量能稳定在1.1万辆左右。这个销量无法保障毛利率,接下来的8个月,蔚来品牌的销量靠啥提升?还有什么牌可以打?如果蔚来品牌销量止步于此,就只能靠乐道了。如果乐道还不行,就只能倒闭了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/296226086436880","isVote":1,"tweetType":1,"viewCount":6595,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"idStr":"3518983480179242","authorIdStr":"3518983480179242"},"content":"蔚来品牌是个自嗨的高端纯电市场,都没占到便宜。乐道直面特斯拉、比亚迪、小米的竞争,一点机会都没有","text":"蔚来品牌是个自嗨的高端纯电市场,都没占到便宜。乐道直面特斯拉、比亚迪、小米的竞争,一点机会都没有","html":"蔚来品牌是个自嗨的高端纯电市场,都没占到便宜。乐道直面特斯拉、比亚迪、小米的竞争,一点机会都没有"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286053403889680,"gmtCreate":1710854666792,"gmtModify":1710854668347,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"经过这两年调整10-12元基本就算底部了,调整空间已经不大。15买入基本套牢时间也不久。耐心一点持有,30元以上今年有机会看见。 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> <v-v data-views=\"0\"></v-v>","listText":"经过这两年调整10-12元基本就算底部了,调整空间已经不大。15买入基本套牢时间也不久。耐心一点持有,30元以上今年有机会看见。 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> <v-v data-views=\"0\"></v-v>","text":"经过这两年调整10-12元基本就算底部了,调整空间已经不大。15买入基本套牢时间也不久。耐心一点持有,30元以上今年有机会看见。 $亿航智能(EH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/286053403889680","isVote":1,"tweetType":1,"viewCount":2230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3439264380762094","authorId":"3439264380762094","name":"别具一格","avatar":"https://static.tigerbbs.com/44518108f2e9298952db9ffdd0e63edb","crmLevel":2,"crmLevelSwitch":0,"idStr":"3439264380762094","authorIdStr":"3439264380762094"},"content":"亿航216的缺点主要包括: 电池续航问题:在电池续航没有理论突破的前提下,亿航216的飞行时间最多也只能达到1小时左右1。 空域管制问题:由于空域管制,亿航216的飞行区域受限,只能在特定区域运营,这决定了它无法普及到更广泛的应用场景1。 充电时间:充电时间较长,需要2-3小时,这影响了设备的使用效率2。 尽管存在这些缺点,亿航216在飞行性能、驾驶舱舒适性和空间宽敞度等方面表现尚可,能够应用于空中交通、旅游观光、医疗急救、物流运输等多个领域","text":"亿航216的缺点主要包括: 电池续航问题:在电池续航没有理论突破的前提下,亿航216的飞行时间最多也只能达到1小时左右1。 空域管制问题:由于空域管制,亿航216的飞行区域受限,只能在特定区域运营,这决定了它无法普及到更广泛的应用场景1。 充电时间:充电时间较长,需要2-3小时,这影响了设备的使用效率2。 尽管存在这些缺点,亿航216在飞行性能、驾驶舱舒适性和空间宽敞度等方面表现尚可,能够应用于空中交通、旅游观光、医疗急救、物流运输等多个领域","html":"亿航216的缺点主要包括: 电池续航问题:在电池续航没有理论突破的前提下,亿航216的飞行时间最多也只能达到1小时左右1。 空域管制问题:由于空域管制,亿航216的飞行区域受限,只能在特定区域运营,这决定了它无法普及到更广泛的应用场景1。 充电时间:充电时间较长,需要2-3小时,这影响了设备的使用效率2。 尽管存在这些缺点,亿航216在飞行性能、驾驶舱舒适性和空间宽敞度等方面表现尚可,能够应用于空中交通、旅游观光、医疗急救、物流运输等多个领域"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862578439,"gmtCreate":1632896209519,"gmtModify":1632896209519,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"title":"SDC is next","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> I made a mistake in NIO. Bought 30K at 5. It just kept trading around 2-3, gave up. Sold at 6. Two- three months later it was $60. I could have retired. I had full faith but the news of bankruptcy and traditional chinese non-transparency about finances spooked me. Not this time. Check ALGN. It used to trade very low. For ten years it traded in 4-14 range. Then this year over 700. Just imagine buying 5K at 10 ten years ago. SDC is in the early stages. Now that Asian countries getting richer, more people will be going for <a href=\"https://laohu8.com/S/SDC\">$SmileDirectClub, Inc.(SDC)$</a> devices. ALGN devices cost way too much.","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> I made a mistake in NIO. Bought 30K at 5. It just kept trading around 2-3, gave up. Sold at 6. Two- three months later it was $60. I could have retired. I had full faith but the news of bankruptcy and traditional chinese non-transparency about finances spooked me. Not this time. Check ALGN. It used to trade very low. For ten years it traded in 4-14 range. Then this year over 700. Just imagine buying 5K at 10 ten years ago. SDC is in the early stages. Now that Asian countries getting richer, more people will be going for <a href=\"https://laohu8.com/S/SDC\">$SmileDirectClub, Inc.(SDC)$</a> devices. ALGN devices cost way too much.","text":"$NIO Inc.(NIO)$ I made a mistake in NIO. Bought 30K at 5. It just kept trading around 2-3, gave up. Sold at 6. Two- three months later it was $60. I could have retired. I had full faith but the news of bankruptcy and traditional chinese non-transparency about finances spooked me. Not this time. Check ALGN. It used to trade very low. For ten years it traded in 4-14 range. Then this year over 700. Just imagine buying 5K at 10 ten years ago. SDC is in the early stages. Now that Asian countries getting richer, more people will be going for $SmileDirectClub, Inc.(SDC)$ devices. ALGN devices cost way too much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862578439","isVote":1,"tweetType":1,"viewCount":8591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260799596843008,"gmtCreate":1704699613420,"gmtModify":1704699618848,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"彩电、冰箱大沙发不是核心竞争力,是汽车基本需求之上的增值需求。由于汽车制造业很成熟了,这使得基本需求得到了有效满足。理想汽车在这个基础之上满足了更人性化的需求,女人和孩子的需求,获得了巨大成功。但由于不具备门槛,我估计很快理想的这个优势就不复存在了。所以未来一年理想的挑战会非常大。毕竟这个东西想复制太简单了,你敢想象奔驰同款有一样的服务吗? <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>","listText":"彩电、冰箱大沙发不是核心竞争力,是汽车基本需求之上的增值需求。由于汽车制造业很成熟了,这使得基本需求得到了有效满足。理想汽车在这个基础之上满足了更人性化的需求,女人和孩子的需求,获得了巨大成功。但由于不具备门槛,我估计很快理想的这个优势就不复存在了。所以未来一年理想的挑战会非常大。毕竟这个东西想复制太简单了,你敢想象奔驰同款有一样的服务吗? <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>","text":"彩电、冰箱大沙发不是核心竞争力,是汽车基本需求之上的增值需求。由于汽车制造业很成熟了,这使得基本需求得到了有效满足。理想汽车在这个基础之上满足了更人性化的需求,女人和孩子的需求,获得了巨大成功。但由于不具备门槛,我估计很快理想的这个优势就不复存在了。所以未来一年理想的挑战会非常大。毕竟这个东西想复制太简单了,你敢想象奔驰同款有一样的服务吗? $理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/54c4114fa01da44a2c35c4760426d16e","width":"1296","height":"534"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/260799596843008","isVote":1,"tweetType":1,"viewCount":1984,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"127965840282720","authorId":"127965840282720","name":"悟空888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"127965840282720","authorIdStr":"127965840282720"},"content":"要是复制太简单了,那市场得出现多少个理想","text":"要是复制太简单了,那市场得出现多少个理想","html":"要是复制太简单了,那市场得出现多少个理想"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288073236103360,"gmtCreate":1711367029804,"gmtModify":1711367031221,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"我只能说如果现在还会说lulu衣服质量好的人,要么是新进进场的小白,要么就是才买他们家衣服没多久。lulu的衣服比起以前现在就是** 看衰 <a href=\"https://laohu8.com/S/LULU\">$lululemon athletica(LULU)$</a> <v-v data-views=\"0\"></v-v>","listText":"我只能说如果现在还会说lulu衣服质量好的人,要么是新进进场的小白,要么就是才买他们家衣服没多久。lulu的衣服比起以前现在就是** 看衰 <a href=\"https://laohu8.com/S/LULU\">$lululemon athletica(LULU)$</a> <v-v data-views=\"0\"></v-v>","text":"我只能说如果现在还会说lulu衣服质量好的人,要么是新进进场的小白,要么就是才买他们家衣服没多久。lulu的衣服比起以前现在就是** 看衰 $lululemon athletica(LULU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/288073236103360","isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516196554963375","authorId":"3516196554963375","name":"pango","avatar":"https://static.tigerbbs.com/f01a83aec47d4c8e1975865c0b1f8404","crmLevel":5,"crmLevelSwitch":0,"idStr":"3516196554963375","authorIdStr":"3516196554963375"},"content":"露露之前买的是标签和社群 虽然多了就谈了 一线白领已经疲倦了 不过二线和老爷叔们顶上来了","text":"露露之前买的是标签和社群 虽然多了就谈了 一线白领已经疲倦了 不过二线和老爷叔们顶上来了","html":"露露之前买的是标签和社群 虽然多了就谈了 一线白领已经疲倦了 不过二线和老爷叔们顶上来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294456284811336,"gmtCreate":1712907395936,"gmtModify":1712907397779,"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>这是你最后一次5块钱以下买下它的机会。最近是缩量跌,水下主要是在消化3月27日追高套牢的抛盘,资金被英伟达吸走,汽车板块搁浅。预期事件没有,情绪稍有好转。前日底部巨量大阳线,大资金进场,上涨趋势显而易见。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>这是你最后一次5块钱以下买下它的机会。最近是缩量跌,水下主要是在消化3月27日追高套牢的抛盘,资金被英伟达吸走,汽车板块搁浅。预期事件没有,情绪稍有好转。前日底部巨量大阳线,大资金进场,上涨趋势显而易见。","text":"$蔚来(NIO)$ 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