+关注
岿然不动的稳
暂无个人介绍
IP属地:未知
0
关注
20
粉丝
0
主题
0
勋章
主贴
热门
岿然不动的稳
06-03 21:50
$蔚来(NIO)$
$蔚来(NIO.SI)$
蔚来汽车的换电模式看法可能要重新观察评估,据说奔驰也要加入,如能得到更多玩家认可成为一种行业标准,蔚来汽车需要重估。因为新能源汽车贬值快不保值是一个痛点,贬值快很大程度是电池造成的。
岿然不动的稳
06-03 21:39
$小米集团-W(01810)$
如果AI能大幅提高代码质量与写代码的速度,大幅提高程序员的效率,那么,什么会变得更重要?答案是优秀的产品经理。而小米和理想
$理想汽车(LI)$
拥有最强的产品经理,AI时代会进步更快
岿然不动的稳
06-01
$台积电(TSM)$
这货在芯片行业还挺有影响力的。。。他的芯片行业分析报告让我更加有信心持有台积电公司。。。
岿然不动的稳
06-01
$游戏驿站(GME)$
小额彩票一枚,虽然是博弈,但下跌后大概率还有一波行情。
岿然不动的稳
06-01
$C3.ai, Inc.(AI)$
就像A股的大部分Ai股,业绩不行,去年先抢跑涨几倍,后面又全部跌回去。但是现在业绩改善就大涨了
岿然不动的稳
06-01
$美团-W(03690)$
美团这几个月真的是为了短期营收拼了,会员券疯狂打折基本都在一两折关键还不限次数。以前就五折每个月仅有一次。这些都会严重损害到净利润。营收上来了利润下去了。关键营收还不一定增加多少,订单价值低了,抽成不变抽到手也少了。
岿然不动的稳
05-29
$小米集团-W(01810)$
小米能不能止跌,就看这两天的。我觉得还是蛮有希望,感觉大 A 差不多要稳住了。如果这个时候止不住下跌,下一个低点有点吓人,那就是 14 块了
岿然不动的稳
05-29
$游戏驿站(GME)$
GME的short vol新低,空头回补不少AMC上一轮增发走出了几倍行情接下来两周更精彩!
岿然不动的稳
05-29
$哔哩哔哩(BILI)$
$哔哩哔哩-W(09626)$
之前大V分析,B站今年能盈亏平衡,看了他的财报,感觉今年盈亏平衡基本没啥希望啊。营业成本和其他成本基本上这几个Q都是稳定的,达到盈亏平衡点,收入要到70亿。B站要是有70亿营收,今年如果没有爆款游戏是不可能的,爆款游戏还得是自研的。
岿然不动的稳
05-27
$戴尔(DELL)$
Dell从2022年的低位也涨了快5倍了,完全没有自媒体上描述的日暮西山的样子。
岿然不动的稳
05-27
$理想汽车(LI)$
别人信不信不知道,李想他们肯定是言行一致了。高端纯电大车不好卖,就是超充桩少了……加把劲建还得重点宣传。2024年第21周(5.20-5.26),新增6座#理想超充站#投入运营。分别位于鄂尔多斯市、嘉兴市、绍兴市诸永高速诸暨服务区、吴忠市青银高速盐池服务区。截至5月26日,全国已有410座理想超充站,1796根理想充电桩,布局23个省份,127个城市。我们将坚定投入、加快布局,给您带来出行无忧的补能体验。
岿然不动的稳
05-27
$拼多多(PDD)$
拼多多一季度炸裂的财报,逼出了尴尬的阿里
$阿里巴巴(BABA)$
$阿里巴巴-SW(09988)$
和京东
$京东(JD)$
…想当年,淘宝和京东让大家感觉电商,已经失去了想象空间…后来拼多多横空出世…但是很长一段时间,拼多多都是低端的代名词…直到最近,大家才发现,拼多多用两万人左右,一个季度利润赚了280亿…而阿里,将近二十万人,一个季度,利润还不到150亿…电商的江湖…不管阿里蔡老总重出江湖还是京东的东子讲不奋斗的不是兄弟…面对严阵以待的拼多多,都略感力不从心…阿里和京东,都遭遇了中年危机无意嘲笑,我也中年危机中…感同身受…只能适应市场…这很公平…
岿然不动的稳
05-20
$拼多多(PDD)$
除了拼多多国内业务,Temu海外业务更加值得关注,严重被低估,maybe 市场吧,但市场就是这样,高风险高收益
岿然不动的稳
05-20
$Crown Electrokinetics Corp.(CRKN)$
手贱没忍住,想着
$法拉第未来(FFIE)$
这么猛了。CRKN这么高的换手,白扯。好在也就买了100股
岿然不动的稳
05-17
$百度(BIDU)$
$百度集团-SW(09888)$
百度现如今的市值只有394亿美元,市盈率则仅有14.6倍;拿一个公认的“小公司”做对比,一季度营收体量只有百度五分之一的腾讯音乐,目前的市值比百度只少100亿+美元,市盈率却高达34.6倍。而百度核心和腾讯音乐的净利润率均为22%。
岿然不动的稳
05-17
$英伟达(NVDA)$
大摩曝出英伟达GB200新料,GB200 的供应链已经启动,认为将拉动芯片测试、玻璃基板TGV两大新市场。
岿然不动的稳
05-16
$苹果(AAPL)$
苹果的策略非常清晰,就是维持现金中性,大致意思就是留够运营需要的资金后,多出来的钱都通过派息或者回购返还给股东。
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
05-15
$普拉格能源(PLUG)$
长期看好氢燃料电池,可再生能源可制氢存储,完全脱碳,非常环保,随着技术进步,目前氢能应用碰到的问题都会逐渐解决,成本也会逐渐降低。
岿然不动的稳
05-15
$Faraday Future(FFIE)$
法拉第未来(FF)股价暴涨367.54%,报收于0.285美元/股;盘中一度涨近490%,创下了FF自上市以来最高涨幅。 FF方面表示,这标志着创始人贾跃亭正在进行的“FF上市资格保卫战”已夺取开门红,特别是股价暴涨近370%的涨幅,给了资本市场以及公司内部巨大的信心
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":9000000000000286,"uuid":"9000000000000286","gmtCreate":1631606952095,"gmtModify":1631606952105,"name":"岿然不动的稳","pinyin":"krbddwkuiranbudongdewen","introduction":"运营账号","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/486f271ec3baea83584935933913eb15","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":20,"headSize":0,"tweetSize":282,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","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":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":312936055570480,"gmtCreate":1717422620034,"gmtModify":1717422622841,"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> 蔚来汽车的换电模式看法可能要重新观察评估,据说奔驰也要加入,如能得到更多玩家认可成为一种行业标准,蔚来汽车需要重估。因为新能源汽车贬值快不保值是一个痛点,贬值快很大程度是电池造成的。","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> 蔚来汽车的换电模式看法可能要重新观察评估,据说奔驰也要加入,如能得到更多玩家认可成为一种行业标准,蔚来汽车需要重估。因为新能源汽车贬值快不保值是一个痛点,贬值快很大程度是电池造成的。","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ 蔚来汽车的换电模式看法可能要重新观察评估,据说奔驰也要加入,如能得到更多玩家认可成为一种行业标准,蔚来汽车需要重估。因为新能源汽车贬值快不保值是一个痛点,贬值快很大程度是电池造成的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312936055570480","isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0},"content":"蔚来搞得太费劲了,直接承诺10年后原价回收不是比换电强?保值100%","text":"蔚来搞得太费劲了,直接承诺10年后原价回收不是比换电强?保值100%","html":"蔚来搞得太费劲了,直接承诺10年后原价回收不是比换电强?保值100%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312933716766952,"gmtCreate":1717421978707,"gmtModify":1717421980983,"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/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>如果AI能大幅提高代码质量与写代码的速度,大幅提高程序员的效率,那么,什么会变得更重要?答案是优秀的产品经理。而小米和理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 拥有最强的产品经理,AI时代会进步更快","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"1\"></v-v>如果AI能大幅提高代码质量与写代码的速度,大幅提高程序员的效率,那么,什么会变得更重要?答案是优秀的产品经理。而小米和理想 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 拥有最强的产品经理,AI时代会进步更快","text":"$小米集团-W(01810)$ 如果AI能大幅提高代码质量与写代码的速度,大幅提高程序员的效率,那么,什么会变得更重要?答案是优秀的产品经理。而小米和理想 $理想汽车(LI)$ 拥有最强的产品经理,AI时代会进步更快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312933716766952","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312031368007848,"gmtCreate":1717206827179,"gmtModify":1717206828740,"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/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v> 这货在芯片行业还挺有影响力的。。。他的芯片行业分析报告让我更加有信心持有台积电公司。。。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v> 这货在芯片行业还挺有影响力的。。。他的芯片行业分析报告让我更加有信心持有台积电公司。。。","text":"$台积电(TSM)$ 这货在芯片行业还挺有影响力的。。。他的芯片行业分析报告让我更加有信心持有台积电公司。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312031368007848","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312029243224232,"gmtCreate":1717206308433,"gmtModify":1717206309844,"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/GME\">$游戏驿站(GME)$</a> <v-v data-views=\"1\"></v-v> 小额彩票一枚,虽然是博弈,但下跌后大概率还有一波行情。","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> <v-v data-views=\"1\"></v-v> 小额彩票一枚,虽然是博弈,但下跌后大概率还有一波行情。","text":"$游戏驿站(GME)$ 小额彩票一枚,虽然是博弈,但下跌后大概率还有一波行情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312029243224232","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312027030859824,"gmtCreate":1717205896366,"gmtModify":1717205897864,"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/AI\">$C3.ai, Inc.(AI)$</a> <v-v data-views=\"1\"></v-v> 就像A股的大部分Ai股,业绩不行,去年先抢跑涨几倍,后面又全部跌回去。但是现在业绩改善就大涨了","listText":"<a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$</a> <v-v data-views=\"1\"></v-v> 就像A股的大部分Ai股,业绩不行,去年先抢跑涨几倍,后面又全部跌回去。但是现在业绩改善就大涨了","text":"$C3.ai, Inc.(AI)$ 就像A股的大部分Ai股,业绩不行,去年先抢跑涨几倍,后面又全部跌回去。但是现在业绩改善就大涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312027030859824","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312025498918960,"gmtCreate":1717205522357,"gmtModify":1717205524394,"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> 美团这几个月真的是为了短期营收拼了,会员券疯狂打折基本都在一两折关键还不限次数。以前就五折每个月仅有一次。这些都会严重损害到净利润。营收上来了利润下去了。关键营收还不一定增加多少,订单价值低了,抽成不变抽到手也少了。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v> 美团这几个月真的是为了短期营收拼了,会员券疯狂打折基本都在一两折关键还不限次数。以前就五折每个月仅有一次。这些都会严重损害到净利润。营收上来了利润下去了。关键营收还不一定增加多少,订单价值低了,抽成不变抽到手也少了。","text":"$美团-W(03690)$ 美团这几个月真的是为了短期营收拼了,会员券疯狂打折基本都在一两折关键还不限次数。以前就五折每个月仅有一次。这些都会严重损害到净利润。营收上来了利润下去了。关键营收还不一定增加多少,订单价值低了,抽成不变抽到手也少了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312025498918960","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178314417118950","authorId":"4178314417118950","name":"中农工建","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"人家本来玩的就是补贴,不怕你来就怕你不来,","text":"人家本来玩的就是补贴,不怕你来就怕你不来,","html":"人家本来玩的就是补贴,不怕你来就怕你不来,"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311128864530480,"gmtCreate":1716977717828,"gmtModify":1716977719381,"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/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"0\"></v-v> 小米能不能止跌,就看这两天的。我觉得还是蛮有希望,感觉大 A 差不多要稳住了。如果这个时候止不住下跌,下一个低点有点吓人,那就是 14 块了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"0\"></v-v> 小米能不能止跌,就看这两天的。我觉得还是蛮有希望,感觉大 A 差不多要稳住了。如果这个时候止不住下跌,下一个低点有点吓人,那就是 14 块了","text":"$小米集团-W(01810)$ 小米能不能止跌,就看这两天的。我觉得还是蛮有希望,感觉大 A 差不多要稳住了。如果这个时候止不住下跌,下一个低点有点吓人,那就是 14 块了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311128864530480","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311127476383912,"gmtCreate":1716977268205,"gmtModify":1716977270258,"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/GME\">$游戏驿站(GME)$</a> <v-v data-views=\"1\"></v-v> GME的short vol新低,空头回补不少AMC上一轮增发走出了几倍行情接下来两周更精彩!","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> <v-v data-views=\"1\"></v-v> GME的short vol新低,空头回补不少AMC上一轮增发走出了几倍行情接下来两周更精彩!","text":"$游戏驿站(GME)$ GME的short vol新低,空头回补不少AMC上一轮增发走出了几倍行情接下来两周更精彩!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311127476383912","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311125084155952,"gmtCreate":1716976794885,"gmtModify":1716976796437,"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/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"0\"></v-v> 之前大V分析,B站今年能盈亏平衡,看了他的财报,感觉今年盈亏平衡基本没啥希望啊。营业成本和其他成本基本上这几个Q都是稳定的,达到盈亏平衡点,收入要到70亿。B站要是有70亿营收,今年如果没有爆款游戏是不可能的,爆款游戏还得是自研的。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"0\"></v-v> 之前大V分析,B站今年能盈亏平衡,看了他的财报,感觉今年盈亏平衡基本没啥希望啊。营业成本和其他成本基本上这几个Q都是稳定的,达到盈亏平衡点,收入要到70亿。B站要是有70亿营收,今年如果没有爆款游戏是不可能的,爆款游戏还得是自研的。","text":"$哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$ 之前大V分析,B站今年能盈亏平衡,看了他的财报,感觉今年盈亏平衡基本没啥希望啊。营业成本和其他成本基本上这几个Q都是稳定的,达到盈亏平衡点,收入要到70亿。B站要是有70亿营收,今年如果没有爆款游戏是不可能的,爆款游戏还得是自研的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311125084155952","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310472856342576,"gmtCreate":1716817559579,"gmtModify":1716817561400,"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/DELL\">$戴尔(DELL)$</a> <v-v data-views=\"1\"></v-v> Dell从2022年的低位也涨了快5倍了,完全没有自媒体上描述的日暮西山的样子。","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a> <v-v data-views=\"1\"></v-v> Dell从2022年的低位也涨了快5倍了,完全没有自媒体上描述的日暮西山的样子。","text":"$戴尔(DELL)$ Dell从2022年的低位也涨了快5倍了,完全没有自媒体上描述的日暮西山的样子。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310472856342576","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310469716369576,"gmtCreate":1716816682265,"gmtModify":1716816691111,"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/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v>别人信不信不知道,李想他们肯定是言行一致了。高端纯电大车不好卖,就是超充桩少了……加把劲建还得重点宣传。2024年第21周(5.20-5.26),新增6座#理想超充站#投入运营。分别位于鄂尔多斯市、嘉兴市、绍兴市诸永高速诸暨服务区、吴忠市青银高速盐池服务区。截至5月26日,全国已有410座理想超充站,1796根理想充电桩,布局23个省份,127个城市。我们将坚定投入、加快布局,给您带来出行无忧的补能体验。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"1\"></v-v>别人信不信不知道,李想他们肯定是言行一致了。高端纯电大车不好卖,就是超充桩少了……加把劲建还得重点宣传。2024年第21周(5.20-5.26),新增6座#理想超充站#投入运营。分别位于鄂尔多斯市、嘉兴市、绍兴市诸永高速诸暨服务区、吴忠市青银高速盐池服务区。截至5月26日,全国已有410座理想超充站,1796根理想充电桩,布局23个省份,127个城市。我们将坚定投入、加快布局,给您带来出行无忧的补能体验。","text":"$理想汽车(LI)$ 别人信不信不知道,李想他们肯定是言行一致了。高端纯电大车不好卖,就是超充桩少了……加把劲建还得重点宣传。2024年第21周(5.20-5.26),新增6座#理想超充站#投入运营。分别位于鄂尔多斯市、嘉兴市、绍兴市诸永高速诸暨服务区、吴忠市青银高速盐池服务区。截至5月26日,全国已有410座理想超充站,1796根理想充电桩,布局23个省份,127个城市。我们将坚定投入、加快布局,给您带来出行无忧的补能体验。","images":[{"img":"https://static.tigerbbs.com/83e4c03377b651deafeec8ad0428815e","width":"761","height":"509"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310469716369576","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":310465913905200,"gmtCreate":1716815864648,"gmtModify":1716816822459,"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/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 拼多多一季度炸裂的财报,逼出了尴尬的阿里 <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> 和京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> …想当年,淘宝和京东让大家感觉电商,已经失去了想象空间…后来拼多多横空出世…但是很长一段时间,拼多多都是低端的代名词…直到最近,大家才发现,拼多多用两万人左右,一个季度利润赚了280亿…而阿里,将近二十万人,一个季度,利润还不到150亿…电商的江湖…不管阿里蔡老总重出江湖还是京东的东子讲不奋斗的不是兄弟…面对严阵以待的拼多多,都略感力不从心…阿里和京东,都遭遇了中年危机无意嘲笑,我也中年危机中…感同身受…只能适应市场…这很公平…","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 拼多多一季度炸裂的财报,逼出了尴尬的阿里 <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> 和京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> …想当年,淘宝和京东让大家感觉电商,已经失去了想象空间…后来拼多多横空出世…但是很长一段时间,拼多多都是低端的代名词…直到最近,大家才发现,拼多多用两万人左右,一个季度利润赚了280亿…而阿里,将近二十万人,一个季度,利润还不到150亿…电商的江湖…不管阿里蔡老总重出江湖还是京东的东子讲不奋斗的不是兄弟…面对严阵以待的拼多多,都略感力不从心…阿里和京东,都遭遇了中年危机无意嘲笑,我也中年危机中…感同身受…只能适应市场…这很公平…","text":"$拼多多(PDD)$ 拼多多一季度炸裂的财报,逼出了尴尬的阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 和京东 $京东(JD)$ …想当年,淘宝和京东让大家感觉电商,已经失去了想象空间…后来拼多多横空出世…但是很长一段时间,拼多多都是低端的代名词…直到最近,大家才发现,拼多多用两万人左右,一个季度利润赚了280亿…而阿里,将近二十万人,一个季度,利润还不到150亿…电商的江湖…不管阿里蔡老总重出江湖还是京东的东子讲不奋斗的不是兄弟…面对严阵以待的拼多多,都略感力不从心…阿里和京东,都遭遇了中年危机无意嘲笑,我也中年危机中…感同身受…只能适应市场…这很公平…","images":[{"img":"https://static.tigerbbs.com/a5b7b7caf2c26e7370769ed0a587989d","width":"645","height":"593"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310465913905200","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308019435892760,"gmtCreate":1716209994688,"gmtModify":1716213006017,"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/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 除了拼多多国内业务,Temu海外业务更加值得关注,严重被低估,maybe 市场吧,但市场就是这样,高风险高收益","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 除了拼多多国内业务,Temu海外业务更加值得关注,严重被低估,maybe 市场吧,但市场就是这样,高风险高收益","text":"$拼多多(PDD)$ 除了拼多多国内业务,Temu海外业务更加值得关注,严重被低估,maybe 市场吧,但市场就是这样,高风险高收益","images":[{"img":"https://static.tigerbbs.com/978b88ce3be9c8f9f8216f4d240c2b97","width":"1203","height":"577"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308019435892760","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308016165302296,"gmtCreate":1716209196204,"gmtModify":1716212875964,"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/CRKN\">$Crown Electrokinetics Corp.(CRKN)$</a> 手贱没忍住,想着<a href=\"https://laohu8.com/S/FFIE\">$法拉第未来(FFIE)$</a> 这么猛了。CRKN这么高的换手,白扯。好在也就买了100股","listText":"<a href=\"https://laohu8.com/S/CRKN\">$Crown Electrokinetics Corp.(CRKN)$</a> 手贱没忍住,想着<a href=\"https://laohu8.com/S/FFIE\">$法拉第未来(FFIE)$</a> 这么猛了。CRKN这么高的换手,白扯。好在也就买了100股","text":"$Crown Electrokinetics Corp.(CRKN)$ 手贱没忍住,想着$法拉第未来(FFIE)$ 这么猛了。CRKN这么高的换手,白扯。好在也就买了100股","images":[{"img":"https://static.tigerbbs.com/18117c7176932b0b0077512695703cf8","width":"965","height":"477"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308016165302296","isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306962208776336,"gmtCreate":1715952016880,"gmtModify":1715952024305,"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> 百度现如今的市值只有394亿美元,市盈率则仅有14.6倍;拿一个公认的“小公司”做对比,一季度营收体量只有百度五分之一的腾讯音乐,目前的市值比百度只少100亿+美元,市盈率却高达34.6倍。而百度核心和腾讯音乐的净利润率均为22%。","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> 百度现如今的市值只有394亿美元,市盈率则仅有14.6倍;拿一个公认的“小公司”做对比,一季度营收体量只有百度五分之一的腾讯音乐,目前的市值比百度只少100亿+美元,市盈率却高达34.6倍。而百度核心和腾讯音乐的净利润率均为22%。","text":"$百度(BIDU)$ $百度集团-SW(09888)$ 百度现如今的市值只有394亿美元,市盈率则仅有14.6倍;拿一个公认的“小公司”做对比,一季度营收体量只有百度五分之一的腾讯音乐,目前的市值比百度只少100亿+美元,市盈率却高达34.6倍。而百度核心和腾讯音乐的净利润率均为22%。","images":[{"img":"https://static.tigerbbs.com/c47beeb3d6b8301d5e8d305f04087e01","width":"613","height":"551"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306962208776336","isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306961021825048,"gmtCreate":1715951592816,"gmtModify":1715951599462,"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> 大摩曝出英伟达GB200新料,GB200 的供应链已经启动,认为将拉动芯片测试、玻璃基板TGV两大新市场。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v> 大摩曝出英伟达GB200新料,GB200 的供应链已经启动,认为将拉动芯片测试、玻璃基板TGV两大新市场。","text":"$英伟达(NVDA)$ 大摩曝出英伟达GB200新料,GB200 的供应链已经启动,认为将拉动芯片测试、玻璃基板TGV两大新市场。","images":[{"img":"https://static.tigerbbs.com/923183472a9e588d24744c35e77f68e6","width":"841","height":"567"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306961021825048","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306615307358232,"gmtCreate":1715867189871,"gmtModify":1715867191724,"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> 苹果的策略非常清晰,就是维持现金中性,大致意思就是留够运营需要的资金后,多出来的钱都通过派息或者回购返还给股东。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <v-v data-views=\"1\"></v-v> 苹果的策略非常清晰,就是维持现金中性,大致意思就是留够运营需要的资金后,多出来的钱都通过派息或者回购返还给股东。","text":"$苹果(AAPL)$ 苹果的策略非常清晰,就是维持现金中性,大致意思就是留够运营需要的资金后,多出来的钱都通过派息或者回购返还给股东。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306615307358232","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306613534269464,"gmtCreate":1715866756987,"gmtModify":1715866761548,"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> 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!!!!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 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!!!!","text":"$特斯拉(TSLA)$ 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!!!!","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":1005,"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":306247962046608,"gmtCreate":1715777640236,"gmtModify":1715777641938,"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/PLUG\">$普拉格能源(PLUG)$</a> 长期看好氢燃料电池,可再生能源可制氢存储,完全脱碳,非常环保,随着技术进步,目前氢能应用碰到的问题都会逐渐解决,成本也会逐渐降低。","listText":"<a href=\"https://laohu8.com/S/PLUG\">$普拉格能源(PLUG)$</a> 长期看好氢燃料电池,可再生能源可制氢存储,完全脱碳,非常环保,随着技术进步,目前氢能应用碰到的问题都会逐渐解决,成本也会逐渐降低。","text":"$普拉格能源(PLUG)$ 长期看好氢燃料电池,可再生能源可制氢存储,完全脱碳,非常环保,随着技术进步,目前氢能应用碰到的问题都会逐渐解决,成本也会逐渐降低。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306247962046608","isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306246147960856,"gmtCreate":1715777063065,"gmtModify":1715777065091,"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=\"1\"></v-v> 法拉第未来(FF)股价暴涨367.54%,报收于0.285美元/股;盘中一度涨近490%,创下了FF自上市以来最高涨幅。 FF方面表示,这标志着创始人贾跃亭正在进行的“FF上市资格保卫战”已夺取开门红,特别是股价暴涨近370%的涨幅,给了资本市场以及公司内部巨大的信心","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v> 法拉第未来(FF)股价暴涨367.54%,报收于0.285美元/股;盘中一度涨近490%,创下了FF自上市以来最高涨幅。 FF方面表示,这标志着创始人贾跃亭正在进行的“FF上市资格保卫战”已夺取开门红,特别是股价暴涨近370%的涨幅,给了资本市场以及公司内部巨大的信心","text":"$Faraday Future(FFIE)$ 法拉第未来(FF)股价暴涨367.54%,报收于0.285美元/股;盘中一度涨近490%,创下了FF自上市以来最高涨幅。 FF方面表示,这标志着创始人贾跃亭正在进行的“FF上市资格保卫战”已夺取开门红,特别是股价暴涨近370%的涨幅,给了资本市场以及公司内部巨大的信心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306246147960856","isVote":1,"tweetType":1,"viewCount":1409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"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":1049,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"陈友諒","avatar":"https://static.tigerbbs.com/efab18c85c3be5514993af138c3a4f31","crmLevel":2,"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":246372096708624,"gmtCreate":1701173513975,"gmtModify":1701174800494,"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/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v> 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","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"0\"></v-v> 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","text":"$拼多多(PDD)$ 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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/246372096708624","isVote":1,"tweetType":1,"viewCount":6383,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474264179882789","authorId":"3474264179882789","name":"robinwpy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"content":"290亿自营是哪部分?哪里有显示这个数据吗?","text":"290亿自营是哪部分?哪里有显示这个数据吗?","html":"290亿自营是哪部分?哪里有显示这个数据吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290628416630824,"gmtCreate":1711976419904,"gmtModify":1711976422975,"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":"亿航智能 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 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!","listText":"亿航智能 <a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 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!","text":"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!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290628416630824","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281075248246856,"gmtCreate":1709648010445,"gmtModify":1709649257061,"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 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","listText":"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 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>","text":"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 $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281075248246856","isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285697381761064,"gmtCreate":1710767886981,"gmtModify":1710767888569,"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":"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 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"0\"></v-v>","listText":"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 <a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"0\"></v-v>","text":"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 $哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/285697381761064","isVote":1,"tweetType":1,"viewCount":3165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3509736636623208","authorId":"3509736636623208","name":"一步一景","avatar":"https://static.tigerbbs.com/82a950ef0f7fb8a24375d64aa5e96028","crmLevel":1,"crmLevelSwitch":0},"content":"HR团队现在谁是一号位?","text":"HR团队现在谁是一号位?","html":"HR团队现在谁是一号位?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224052316541040,"gmtCreate":1695737533171,"gmtModify":1695737892634,"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 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>","listText":"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 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>","text":"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 $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224052316541040","isVote":1,"tweetType":1,"viewCount":684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306613534269464,"gmtCreate":1715866756987,"gmtModify":1715866761548,"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> 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!!!!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 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!!!!","text":"$特斯拉(TSLA)$ 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!!!!","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":1005,"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":10320,"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":4263,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541665425268897","authorId":"3541665425268897","name":"Max霸霸","avatar":"https://static.tigerbbs.com/e78e34dc9ec51acfd2dc83b21b6fc920","crmLevel":2,"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":2843,"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":312936055570480,"gmtCreate":1717422620034,"gmtModify":1717422622841,"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> 蔚来汽车的换电模式看法可能要重新观察评估,据说奔驰也要加入,如能得到更多玩家认可成为一种行业标准,蔚来汽车需要重估。因为新能源汽车贬值快不保值是一个痛点,贬值快很大程度是电池造成的。","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> 蔚来汽车的换电模式看法可能要重新观察评估,据说奔驰也要加入,如能得到更多玩家认可成为一种行业标准,蔚来汽车需要重估。因为新能源汽车贬值快不保值是一个痛点,贬值快很大程度是电池造成的。","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ 蔚来汽车的换电模式看法可能要重新观察评估,据说奔驰也要加入,如能得到更多玩家认可成为一种行业标准,蔚来汽车需要重估。因为新能源汽车贬值快不保值是一个痛点,贬值快很大程度是电池造成的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312936055570480","isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0},"content":"蔚来搞得太费劲了,直接承诺10年后原价回收不是比换电强?保值100%","text":"蔚来搞得太费劲了,直接承诺10年后原价回收不是比换电强?保值100%","html":"蔚来搞得太费劲了,直接承诺10年后原价回收不是比换电强?保值100%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312025498918960,"gmtCreate":1717205522357,"gmtModify":1717205524394,"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> 美团这几个月真的是为了短期营收拼了,会员券疯狂打折基本都在一两折关键还不限次数。以前就五折每个月仅有一次。这些都会严重损害到净利润。营收上来了利润下去了。关键营收还不一定增加多少,订单价值低了,抽成不变抽到手也少了。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v> 美团这几个月真的是为了短期营收拼了,会员券疯狂打折基本都在一两折关键还不限次数。以前就五折每个月仅有一次。这些都会严重损害到净利润。营收上来了利润下去了。关键营收还不一定增加多少,订单价值低了,抽成不变抽到手也少了。","text":"$美团-W(03690)$ 美团这几个月真的是为了短期营收拼了,会员券疯狂打折基本都在一两折关键还不限次数。以前就五折每个月仅有一次。这些都会严重损害到净利润。营收上来了利润下去了。关键营收还不一定增加多少,订单价值低了,抽成不变抽到手也少了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312025498918960","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178314417118950","authorId":"4178314417118950","name":"中农工建","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"人家本来玩的就是补贴,不怕你来就怕你不来,","text":"人家本来玩的就是补贴,不怕你来就怕你不来,","html":"人家本来玩的就是补贴,不怕你来就怕你不来,"}],"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":1028,"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":1891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"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":5772,"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":459,"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":5321,"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":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":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":290624299286568,"gmtCreate":1711975414693,"gmtModify":1711975418536,"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> 年年亏,公司账上的现金顶不了多久了,这创始人怎么天天还能笑得出来的,是因为有限责任公司破产债务不追到创始人头上吗?","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> 年年亏,公司账上的现金顶不了多久了,这创始人怎么天天还能笑得出来的,是因为有限责任公司破产债务不追到创始人头上吗?","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ 年年亏,公司账上的现金顶不了多久了,这创始人怎么天天还能笑得出来的,是因为有限责任公司破产债务不追到创始人头上吗?","images":[{"img":"https://static.tigerbbs.com/27ec77c74b0071d4aecbb253daa5d805","width":"355","height":"334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/290624299286568","isVote":1,"tweetType":1,"viewCount":2702,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0},"content":"海外小金库早满了,看看老贾FF快破产了,人家照样住别墅。","text":"海外小金库早满了,看看老贾FF快破产了,人家照样住别墅。","html":"海外小金库早满了,看看老贾FF快破产了,人家照样住别墅。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288068690169904,"gmtCreate":1711358795724,"gmtModify":1711358798361,"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":"以英伟达强劲的增长势头,达到900亿的利润至少要2年的时间。这两年一点差错都不能有,哪有一家公司能保证2年一点错误都不犯的,我反正是不相信。即使自己不犯错,市场大环境还可能恶化。钱还是让别人去赚吧,我的想象力有限,不是很能相信短期内会有如此强劲的增长。即使真的利润翻了3倍,之后会不会增长放缓或者负增长都是未知数。英伟达真的是一家好公司,但现在的价格是高估后的价格,未来最好的预期已经充分反映在股价上了。好的公司,好的价格才能赚到钱。这就好比你跟我说你要100万一平米卖给我你在深圳的房子。深圳的房子肯定是好东西,但100万一平米这个价格是不是有点离谱。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","listText":"以英伟达强劲的增长势头,达到900亿的利润至少要2年的时间。这两年一点差错都不能有,哪有一家公司能保证2年一点错误都不犯的,我反正是不相信。即使自己不犯错,市场大环境还可能恶化。钱还是让别人去赚吧,我的想象力有限,不是很能相信短期内会有如此强劲的增长。即使真的利润翻了3倍,之后会不会增长放缓或者负增长都是未知数。英伟达真的是一家好公司,但现在的价格是高估后的价格,未来最好的预期已经充分反映在股价上了。好的公司,好的价格才能赚到钱。这就好比你跟我说你要100万一平米卖给我你在深圳的房子。深圳的房子肯定是好东西,但100万一平米这个价格是不是有点离谱。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"1\"></v-v>","text":"以英伟达强劲的增长势头,达到900亿的利润至少要2年的时间。这两年一点差错都不能有,哪有一家公司能保证2年一点错误都不犯的,我反正是不相信。即使自己不犯错,市场大环境还可能恶化。钱还是让别人去赚吧,我的想象力有限,不是很能相信短期内会有如此强劲的增长。即使真的利润翻了3倍,之后会不会增长放缓或者负增长都是未知数。英伟达真的是一家好公司,但现在的价格是高估后的价格,未来最好的预期已经充分反映在股价上了。好的公司,好的价格才能赚到钱。这就好比你跟我说你要100万一平米卖给我你在深圳的房子。深圳的房子肯定是好东西,但100万一平米这个价格是不是有点离谱。 $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/288068690169904","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"content":"十年一个周期,两年算什么","text":"十年一个周期,两年算什么","html":"十年一个周期,两年算什么"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}