理想，跑出！有机会向头部比亚迪、特斯拉发起冲击吗？_老虎社区_美港股上老虎 - 老虎社区

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理想，跑出！有机会向头部比亚迪、特斯拉发起冲击吗？

说财经
2023-05-11

美通胀继续回落，但是减息？

理想如果看过我们之前的新能源汽车专题，你会看到我们有非常强的信心，但是真的看到新的SUV大卖，到市场有稳定的数据输出，以及对股价展开支持，差不多升浪是从去年11月开始跟随港股展开的，而反观其他同业，只能用惨不忍睹来形容，所以这个蓝海已经有跑出的人物了！

今天的要点还有：

美CPI看到减息机会有多少？

巴菲特的逻辑最近特别盛行，但是?

0:00 节目开始

0:37 理想汽车(2015)出马，一个比俩？ $理想汽车-W(02015)$

小鹏汽车(9868)、蔚来们比下去 $小鹏汽车-W(09868)$

7:18 巴菲特对比亚迪(1211)的影响力已经不大了吗? $比亚迪股份(01211)$

8:35 特斯拉为什么这么弱？微软(MSFT)、亚马逊（amzn）不香吗？ $微软(MSFT)$ $亚马逊(AMZN)$

12:04 CPI、核心CPI来看，今年减息，未必？

15:42 新能源汽车再次崛起？赣锋锂业(1772)、宁德时代（300750）

18:20 中特估，再接再厉？券商、银行股的炒上因为投资？港交所(0388)

22:01 巴菲特苹果(AAPL)、可口可乐（KO）们的思路，更适合这个市场？

# 巴菲特股东大会释放了哪些投资信号？

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。

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tiger迷
·2023-05-11
反正我看蔚来好像是不太行了。。
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每天涨停板敢死队
·2023-05-11
特斯拉很弱吗？为什么你要这么说
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焦糖布丁11
·2023-05-11
理想的销量都刷新纪录了
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点金圣手11
·2023-05-11
不能急躁，先继续观望下
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一个人发呆
·2023-05-11
理想还有一段距离才能赶上吧
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学思践悟
·2023-05-11
无关
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巴菲特苹果(AAPL)、可口可乐（KO）们的思路，更适合这个市场？","highlighted":1,"essential":2,"paper":2,"likeSize":23,"commentSize":6,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/656531918","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"d5e634a7a6af4e8f8247f3085c7c1026","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/16728c30243791581619310483/AvYy1TgTCZIA.mp4","poster":"https://static.tigerbbs.com/7c65db80b98b38172f7bdeb2753fa996","desc":""},"viewCount":14411,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN","02015","01211","MSFT","09868"],"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":790,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7977417,"commentId":"7977417","gmtCreate":1683796275326,"gmtModify":1683796279427,"authorId":10000000000010336,"author":{"id":10000000000010336,"idStr":"10000000000010337","authorId":10000000000010336,"name":"tiger迷","avatar":"https://static.tigerbbs.com/050c9c4099e73e2cfe6319aaad577e08","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":656531918,"objectIdStr":"656531918","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>反正我看蔚来好像是不太行了。。</p>","text":"<p>反正我看蔚来好像是不太行了。。</p>","html":"<p>反正我看蔚来好像是不太行了。。</p>","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7977421,"commentId":"7977421","gmtCreate":1683796456236,"gmtModify":1683796459927,"authorId":10000000000010304,"author":{"id":10000000000010304,"idStr":"10000000000010303","authorId":10000000000010304,"name":"每天涨停板敢死队","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":656531918,"objectIdStr":"656531918","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>特斯拉很弱吗？为什么你要这么说</p>","text":"<p>特斯拉很弱吗？为什么你要这么说</p>","html":"<p>特斯拉很弱吗？为什么你要这么说</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7977420,"commentId":"7977420","gmtCreate":1683796431128,"gmtModify":1683796434962,"authorId":10000000000010332,"author":{"id":10000000000010332,"idStr":"10000000000010331","authorId":10000000000010332,"name":"焦糖布丁11","avatar":"https://static.tigerbbs.com/a62cd18802a86b271359c7aeac675e98","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":656531918,"objectIdStr":"656531918","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>理想的销量都刷新纪录了</p>","text":"<p>理想的销量都刷新纪录了</p>","html":"<p>理想的销量都刷新纪录了</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7977418,"commentId":"7977418","gmtCreate":1683796385031,"gmtModify":1683796388710,"authorId":10000000000010276,"author":{"id":10000000000010276,"idStr":"10000000000010276","authorId":10000000000010276,"name":"点金圣手11","avatar":"https://static.tigerbbs.com/f1a81761a2eae3f57678008e1b9012c2","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":656531918,"objectIdStr":"656531918","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>不能急躁，先继续观望下</p>","text":"<p>不能急躁，先继续观望下</p>","html":"<p>不能急躁，先继续观望下</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7977416,"commentId":"7977416","gmtCreate":1683796232295,"gmtModify":1683796235935,"authorId":10000000000010338,"author":{"id":10000000000010338,"idStr":"10000000000010338","authorId":10000000000010338,"name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":656531918,"objectIdStr":"656531918","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>理想还有一段距离才能赶上吧</p>","text":"<p>理想还有一段距离才能赶上吧</p>","html":"<p>理想还有一段距离才能赶上吧</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7977425,"commentId":"7977425","gmtCreate":1683796739427,"gmtModify":1683796743078,"authorId":4117937154859840,"author":{"id":4117937154859840,"idStr":"4117937154859840","authorId":4117937154859840,"name":"学思践悟","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":656531918,"objectIdStr":"656531918","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"无关","text":"无关","html":"无关","likeSiz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