$小鹏汽车(XPEV_老虎社区_美港股上老虎 - 老虎社区

21
7
收藏

观天下87
2020-11-24

$小鹏汽车(XPEV)$ 三年前去过小鹏汽车公司，还是在一孵化产业园中办公，当时的感觉是公司办公环境太差，人员流动太大，怎么也想不到短短三年时间，市值就超过了A股的上汽集团，要知道上汽集团可是拥有几十家分公司，每年大众和通用及五菱汽车等加起来大几百万的产销，而反观小鹏现在的销量也就是一万每月的量，电动汽车的盈利能力不及汽油车，这也是行业共识，美股的分析师们是基于怎样的估值模型把小鹏的股价轰上了天的？这其中的杠杆比例是多大？退一万步说真就是这几家公司干的了互联网造车吗？不以卖车赚钱，赚的是软件服务的钱，这个逻辑能够撑得起特斯拉，蔚来，理想及小鹏这样的市值吗？传统OEM在等待什么？我猜测是在等待最好的入场机会！金融资本的爆炒之后需要市场不断增长的销量和不断提高的利润来消化这么高的估值，这其中的变量千千万，我想美股的分析师肯定不能够全部预判！月满则亏水满则溢，只是时间的问题.

结论：享受到了新能源这波股价的估值暴升，现阶段是在赚取泡沫的钱，留个底仓算作纪念吧！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

21

举报

评论（7）

推荐
最新

棒棒恬恬爸爸
·2020-11-25
可以上车吗？
回复
点赞
举报
收起
- 观天下87:
  看你自己的投资体系
  2020-11-25
  回复
  举报
Lady_Susu
·2020-11-24
哪个城市啊？
回复
点赞
举报
收起
- 观天下87:
  大城市铁岭
  2020-11-24
  回复
  举报
还OK
·2020-11-24
风口上的猪
回复
点赞
举报
康永一十三
·2020-11-25
要得
回复
点赞
举报
蔚来马斯克
·2020-11-24
牛气
回复
点赞
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"},"data":{"magic":2,"id":393011424,"tweetId":"393011424","gmtCreate":1606210834968,"gmtModify":1703841658116,"author":{"id":3554433718518201,"idStr":"3554433718518201","authorId":3554433718518201,"authorIdStr":"3554433718518201","name":"观天下87","avatar":"https://static.tigerbbs.com/c0e1e025d0b0c730c9387f1959c10a83","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":291,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>&nbsp;三年前去过小鹏汽车公司，还是在一孵化产业园中办公，当时的感觉是公司办公环境太差，人员流动太大，怎么也想不到短短三年时间，市值就超过了A股的上汽集团，要知道上汽集团可是拥有几十家分公司，每年大众和通用及五菱汽车等加起来大几百万的产销，而反观小鹏现在的销量也就是一万每月的量，电动汽车的盈利能力不及汽油车，这也是行业共识，美股的分析师们是基于怎样的估值模型把小鹏的股价轰上了天的？这其中的杠杆比例是多大？退一万步说真就是这几家公司干的了互联网造车吗？不以卖车赚钱，赚的是软件服务的钱，这个逻辑能够撑得起特斯拉，蔚来，理想及小鹏这样的市值吗？传统OEM在等待什么？我猜测是在等待最好的入场机会！金融资本的爆炒之后需要市场不断增长的销量和不断提高的利润来消化这么高的估值，这其中的变量千千万，我想美股的分析师肯定不能够全部预判！月满则亏 水满则溢，只是时间的问题.</p><p> 结论：享受到了新能源这波股价的估值暴升，现阶段是在赚取泡沫的钱，留个底仓算作纪念吧！</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>&nbsp;三年前去过小鹏汽车公司，还是在一孵化产业园中办公，当时的感觉是公司办公环境太差，人员流动太大，怎么也想不到短短三年时间，市值就超过了A股的上汽集团，要知道上汽集团可是拥有几十家分公司，每年大众和通用及五菱汽车等加起来大几百万的产销，而反观小鹏现在的销量也就是一万每月的量，电动汽车的盈利能力不及汽油车，这也是行业共识，美股的分析师们是基于怎样的估值模型把小鹏的股价轰上了天的？这其中的杠杆比例是多大？退一万步说真就是这几家公司干的了互联网造车吗？不以卖车赚钱，赚的是软件服务的钱，这个逻辑能够撑得起特斯拉，蔚来，理想及小鹏这样的市值吗？传统OEM在等待什么？我猜测是在等待最好的入场机会！金融资本的爆炒之后需要市场不断增长的销量和不断提高的利润来消化这么高的估值，这其中的变量千千万，我想美股的分析师肯定不能够全部预判！月满则亏 水满则溢，只是时间的问题.</p><p> 结论：享受到了新能源这波股价的估值暴升，现阶段是在赚取泡沫的钱，留个底仓算作纪念吧！</p></body></html>","text":"$小鹏汽车(XPEV)$ 三年前去过小鹏汽车公司，还是在一孵化产业园中办公，当时的感觉是公司办公环境太差，人员流动太大，怎么也想不到短短三年时间，市值就超过了A股的上汽集团，要知道上汽集团可是拥有几十家分公司，每年大众和通用及五菱汽车等加起来大几百万的产销，而反观小鹏现在的销量也就是一万每月的量，电动汽车的盈利能力不及汽油车，这也是行业共识，美股的分析师们是基于怎样的估值模型把小鹏的股价轰上了天的？这其中的杠杆比例是多大？退一万步说真就是这几家公司干的了互联网造车吗？不以卖车赚钱，赚的是软件服务的钱，这个逻辑能够撑得起特斯拉，蔚来，理想及小鹏这样的市值吗？传统OEM在等待什么？我猜测是在等待最好的入场机会！金融资本的爆炒之后需要市场不断增长的销量和不断提高的利润来消化这么高的估值，这其中的变量千千万，我想美股的分析师肯定不能够全部预判！月满则亏 水满则溢，只是时间的问题. 结论：享受到了新能源这波股价的估值暴升，现阶段是在赚取泡沫的钱，留个底仓算作纪念吧！","highlighted":1,"essential":2,"paper":1,"likeSize":21,"commentSize":7,"repostSize":11,"favoriteSize":0,"link":"https://laohu8.com/post/393011424","repostId":0,"isVote":1,"tweetType":1,"viewCount":12872,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["XPEV"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":820,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3090647,"commentId":"3090647","gmtCreate":1606254491611,"gmtModify":1606254491611,"authorId":3491213642143945,"author":{"id":3491213642143945,"idStr":"3491213642143945","authorId":3491213642143945,"name":"棒棒恬恬爸爸","avatar":"https://static.tigerbbs.com/e461d17fb34547fd004b23c125d6e9e0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393011424,"objectIdStr":"393011424","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"可以上车吗？","text":"可以上车吗？","html":"可以上车吗？","likeSize":0,"commentSize":1,"subComments":[{"id":3092018,"commentId":"3092018","gmtCreate":1606272460160,"gmtModify":1606272460160,"authorId":3554433718518201,"author":{"id":3554433718518201,"idStr":"3554433718518201","authorId":3554433718518201,"name":"观天下87","avatar":"https://static.tigerbbs.com/c0e1e025d0b0c730c9387f1959c10a83","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393011424,"objectIdStr":"393011424","type":1,"supId":3090647,"supIdStr":"3090647","prevId":0,"prevIdStr":"0","content":"看你自己的投资体系","text":"看你自己的投资体系","html":"看你自己的投资体系"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3087433,"commentId":"3087433","gmtCreate":1606218417337,"gmtModify":1606218417337,"authorId":3494420044734025,"author":{"id":3494420044734025,"idStr":"3494420044734025","authorId":3494420044734025,"name":"Lady_Susu","avatar":"https://static.tigerbbs.com/7655df6b0f443f50fb6475e358d661c0","vip":1,"hat":"https://static.tigerbbs.com/5c5b6ed6e3b5dcb14f9ef3ceb365e412","crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393011424,"objectIdStr":"393011424","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"哪个城市啊？","text":"哪个城市啊？","html":"哪个城市啊？","likeSize":0,"commentSize":1,"subComments":[{"id":3087526,"commentId":"3087526","gmtCreate":1606219216562,"gmtModify":1606219216562,"authorId":3554433718518201,"author":{"id":3554433718518201,"idStr":"3554433718518201","authorId":3554433718518201,"name":"观天下87","avatar":"https://static.tigerbbs.com/c0e1e025d0b0c730c9387f1959c10a83","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393011424,"objectIdStr":"393011424","type":1,"supId":3087433,"supIdStr":"3087433","prevId":0,"prevIdStr":"0","content":"大城市铁岭","text":"大城市铁岭","html":"大城市铁岭"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3088336,"commentId":"3088336","gmtCreate":1606225363863,"gmtModify":1606225363863,"authorId":3556285404290874,"author":{"id":3556285404290874,"idStr":"3556285404290874","authorId":3556285404290874,"name":"还OK","avatar":"https://static.tigerbbs.com/d8288d8c7b33a351300291c0b732b1e8","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393011424,"objectIdStr":"393011424","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"风口上的猪","text":"风口上的猪","html":"风口上的猪","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3090119,"commentId":"3090119","gmtCreate":1606236565949,"gmtModify":1606236565949,"authorId":3448284172671435,"author":{"id":3448284172671435,"idStr":"3448284172671435","authorId":3448284172671435,"name":"康永一十三","avatar":"https://static.tigerbbs.com/47cb65842b011eaebf9b949a392f5567","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393011424,"objectIdStr":"393011424","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"要得","text":"要得","html":"要得","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":3089459,"commentId":"3089459","gmtCreate":1606232241490,"gmtModify":1606232241490,"authorId":3547980785494976,"author":{"id":3547980785494976,"idStr":"3547980785494976","authorId":3547980785494976,"name":"蔚来马斯克","avatar":"https://static.tigerbbs.com/abba5dd20ea9f8165aacdf8fc253580b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393011424,"objectIdStr":"393011424","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"牛气","text":"牛气","html":"牛气","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}