个人中心 - 老虎社区

Harunko

无

IP属地：上海

帖子 · 3帖子 · 3
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- HarunkoHarunko
  ·2020-07-31
  $苹果(AAPL)$$苹果(AAPL)$怎么样
  2,429 1
  3
  分享
  举报
- HarunkoHarunko
  ·2020-07-20
  $阿灵顿资产投资公司(AI)$沪深股指
  1,998 评论
  点赞
  分享
  举报
- HarunkoHarunko
  ·2020-07-20
  $蔚来(NIO)$ 做一个粗略而简单的测算，假设蔚来年销量突破10万，收入达800亿rmb，净利率达到 $特斯拉(TSLA)$ 最近一个Q的1%，给100倍PE，市值就是800亿rmb，大概114亿美金，低于但接近目前的市值。关键的就是你认为蔚来几年内能达到10万销量，2019年2万，2020Q1将近4k，而特斯拉2019整体销量已经36万，理想ONE从2019推出至今销量1万+，宝马X3的2019销量12万+。个人的认为蔚来和 $理想汽车(LI)$ 的销量攀升，超预期是大概率事件，很可能远超想象，只有规模上来才可能单用户降低服务成本，很可能也就2-3年，就能达到。
  7,027 16
  1
  分享
  举报

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

老虎社区侵权投诉指引

中国互联网举报中心·北京互联网举报中心

网络谣言曝光台·扫黄打非举报中心

网络110报警服务

© 2018-2024 老虎社区版权所有

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

qrcode

关注我们

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3553817520149840","uuid":"3553817520149840","gmtCreate":1590723497601,"gmtModify":1624528258545,"name":"Harunko","pinyin":"harunko","introduction":"","introductionEn":null,"signature":"无","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":28,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":942435265,"gmtCreate":1596190900957,"gmtModify":1704211685893,"author":{"id":"3553817520149840","authorId":"3553817520149840","name":"Harunko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553817520149840","authorIdStr":"3553817520149840"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>$苹果(AAPL)$怎么样","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>$苹果(AAPL)$怎么样","text":"$苹果(AAPL)$$苹果(AAPL)$怎么样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/942435265","isVote":1,"tweetType":1,"viewCount":2429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948310839,"gmtCreate":1595251501921,"gmtModify":1704208224071,"author":{"id":"3553817520149840","authorId":"3553817520149840","name":"Harunko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553817520149840","authorIdStr":"3553817520149840"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AI\">$阿灵顿资产投资公司(AI)$</a>沪深股指","listText":"<a href=\"https://laohu8.com/S/AI\">$阿灵顿资产投资公司(AI)$</a>沪深股指","text":"$阿灵顿资产投资公司(AI)$沪深股指","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948310839","isVote":1,"tweetType":1,"viewCount":1998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948987515,"gmtCreate":1595228407037,"gmtModify":1704208113197,"author":{"id":"3553817520149840","authorId":"3553817520149840","name":"Harunko","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553817520149840","authorIdStr":"3553817520149840"},"themes":[],"htmlText":"$蔚来(NIO)$ 做一个粗略而简单的测算，假设蔚来年销量突破10万，收入达800亿rmb，净利率达到 $特斯拉(TSLA)$ 最近一个Q的1%，给100倍PE，市值就是800亿rmb，大概114亿美金，低于但接近目前的市值。关键的就是你认为蔚来几年内能达到10万销量，2019年2万，2020Q1将近4k，而特斯拉2019整体销量已经36万，理想ONE从2019推出至今销量1万+，宝马X3的2019销量12万+。个人的认为蔚来和 $理想汽车(LI)$ 的销量攀升，超预期是大概率事件，很可能远超想象，只有规模上来才可能单用户降低服务成本，很可能也就2-3年，就能达到。","listText":"$蔚来(NIO)$ 做一个粗略而简单的测算，假设蔚来年销量突破10万，收入达800亿rmb，净利率达到 $特斯拉(TSLA)$ 最近一个Q的1%，给100倍PE，市值就是800亿rmb，大概114亿美金，低于但接近目前的市值。关键的就是你认为蔚来几年内能达到10万销量，2019年2万，2020Q1将近4k，而特斯拉2019整体销量已经36万，理想ONE从2019推出至今销量1万+，宝马X3的2019销量12万+。个人的认为蔚来和 $理想汽车(LI)$ 的销量攀升，超预期是大概率事件，很可能远超想象，只有规模上来才可能单用户降低服务成本，很可能也就2-3年，就能达到。","text":"$蔚来(NIO)$ 做一个粗略而简单的测算，假设蔚来年销量突破10万，收入达800亿rmb，净利率达到 $特斯拉(TSLA)$ 最近一个Q的1%，给100倍PE，市值就是800亿rmb，大概114亿美金，低于但接近目前的市值。关键的就是你认为蔚来几年内能达到10万销量，2019年2万，2020Q1将近4k，而特斯拉2019整体销量已经36万，理想ONE从2019推出至今销量1万+，宝马X3的2019销量12万+。个人的认为蔚来和 $理想汽车(LI)$ 的销量攀升，超预期是大概率事件，很可能远超想象，只有规模上来才可能单用户降低服务成本，很可能也就2-3年，就能达到。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/948987515","isVote":1,"tweetType":1,"viewCount":7027,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515543156510844","authorId":"3515543156510844","name":"Hero_23","avatar":"https://static.tigerbbs.com/150232f315ba62b70979a8dac77a5fca","crmLevel":6,"crmLevelSwitch":0,"idStr":"3515543156510844","authorIdStr":"3515543156510844"},"content":"目前阶段的新能源汽车估值不能用市盈率来衡量，也不能用特斯拉和蔚来横向对比，阶段不一样。如果非要比，几个点要考虑。一个是特斯拉作为行业绝对领先者溢价;一个是蔚来作为现在、将来汽车市场绝对第一的头部品牌，怎样给溢价。 个人观点就是近期看估值不算低也不算高了，但是长期看至少在中国市场，国产品牌和特斯拉在电动车领域还是可以一较高下的。我觉得特斯拉大概率卖不过国产品牌。","text":"目前阶段的新能源汽车估值不能用市盈率来衡量，也不能用特斯拉和蔚来横向对比，阶段不一样。如果非要比，几个点要考虑。一个是特斯拉作为行业绝对领先者溢价;一个是蔚来作为现在、将来汽车市场绝对第一的头部品牌，怎样给溢价。 个人观点就是近期看估值不算低也不算高了，但是长期看至少在中国市场，国产品牌和特斯拉在电动车领域还是可以一较高下的。我觉得特斯拉大概率卖不过国产品牌。","html":"目前阶段的新能源汽车估值不能用市盈率来衡量，也不能用特斯拉和蔚来横向对比，阶段不一样。如果非要比，几个点要考虑。一个是特斯拉作为行业绝对领先者溢价;一个是蔚来作为现在、将来汽车市场绝对第一的头部品牌，怎样给溢价。 个人观点就是近期看估值不算低也不算高了，但是长期看至少在中国市场，国产品牌和特斯拉在电动车领域还是可以一较高下的。我觉得特斯拉大概率卖不过国产品牌。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}