李小茂
2020-02-15
$蔚来(NIO)$
高瓴不止清仓了蔚来，也清仓了特斯拉……谁也不是神，高瓴也不是
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。
分享至
微信
复制链接
精彩评论
Dannycc
2020-02-15
Dannycc
机构有产业布局而已，不能说明啥，hillhouse也是波段操作。JD来来回回都清仓加仓几次了。
Dannycc
回复
李小茂
:
医疗是他们常规操作...
李小茂
:
在12月份之前清仓特斯拉，尤其是在特斯拉国产进度一再超预期的情况下，这一点我觉得就算高瓴自己人事后也会反思的吧。高瓴加仓医疗，12月份的时候能预测现在的疫情？加仓医疗作为长期持有，策略是没问题的，只是清仓新能源逻辑上有瑕疵，就算它挣了50%收益。
富哥only
2020-02-18
富哥only
谁也不是，致敬高瓴
晨虎
2020-02-15
晨虎
从清仓特斯拉的时机看高瓴也不见得高啊！
梭哈蔚来
:
这个资金量 赚百分之50知道是多少吗
jiayi_1221
2020-02-15
jiayi_1221
高瓴有自己的打法，大资金和小资金打法不同
打劫华尔街
2020-02-15
打劫华尔街
人家只是更加看重了别的行业的投资机会而已！
股神学友哥
2020-02-16
股神学友哥
会对下礼拜蔚来股市有影响吗
查看全部11条评论
APP内打开
发表看法
11
7
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":917628703,"tweetId":"917628703","gmtCreate":1581756189802,"gmtModify":1704345161039,"author":{"id":3532570515913869,"idStr":"3532570515913869","authorId":3532570515913869,"authorIdStr":"3532570515913869","name":"李小茂","avatar":"https://static.tigerbbs.com/c9e0720a6ef5cd5f29e8996b719bcea0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/b2a1d1d4a606fe222a40a14c6cc30172","width":"1242","height":"2208"}],"coverImages":[{"img":"https://static.tigerbbs.com/b2a1d1d4a606fe222a40a14c6cc30172","width":"1242","height":"2208"}],"extraTitle":"","html":"<html><head></head><body> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>高瓴不止清仓了蔚来，也清仓了特斯拉……谁也不是神，高瓴也不是<img src=\"https://static.tigerbbs.com/b2a1d1d4a606fe222a40a14c6cc30172\" tg-width=\"1242\" tg-height=\"2208\"></body></html>","htmlText":"<html><head></head><body> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>高瓴不止清仓了蔚来，也清仓了特斯拉……谁也不是神，高瓴也不是<img src=\"https://static.tigerbbs.com/b2a1d1d4a606fe222a40a14c6cc30172\" tg-width=\"1242\" tg-height=\"2208\"></body></html>","text":"$蔚来(NIO)$高瓴不止清仓了蔚来，也清仓了特斯拉……谁也不是神，高瓴也不是","highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":11,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/917628703","repostId":0,"isVote":1,"tweetType":1,"viewCount":6256,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO"],"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":67,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2143286,"commentId":"2143286","gmtCreate":1581765211034,"gmtModify":1581765211034,"authorId":3463276843194374,"author":{"id":3463276843194374,"idStr":"3463276843194374","authorId":3463276843194374,"name":"Dannycc","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":917628703,"objectIdStr":"917628703","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"机构有产业布局而已，不能说明啥，hillhouse也是波段操作。JD来来回回都清仓加仓几次了。","text":"机构有产业布局而已，不能说明啥，hillhouse也是波段操作。JD来来回回都清仓加仓几次了。","html":"机构有产业布局而已，不能说明啥，hillhouse也是波段操作。JD来来回回都清仓加仓几次了。","likeSize":0,"commentSize":2,"subComments":[{"id":2144244,"commentId":"2144244","gmtCreate":1581873593004,"gmtModify":1581873593004,"authorId":3463276843194374,"author":{"id":3463276843194374,"idStr":"3463276843194374","authorId":3463276843194374,"name":"Dannycc","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3532570515913869,"repliedAuthor":{"id":3532570515913869,"idStr":"3532570515913869","authorId":3532570515913869,"name":"李小茂","avatar":"https://static.tigerbbs.com/c9e0720a6ef5cd5f29e8996b719bcea0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":917628703,"objectIdStr":"917628703","type":1,"supId":2143286,"supIdStr":"2143286","prevId":2143963,"prevIdStr":"2143963","content":"医疗是他们常规操作...","text":"医疗是他们常规操作...","html":"医疗是他们常规操作...","disclaimerType":0},{"id":2143963,"commentId":"2143963","gmtCreate":1581842640283,"gmtModify":1581842640283,"authorId":3532570515913869,"author":{"id":3532570515913869,"idStr":"3532570515913869","authorId":3532570515913869,"name":"李小茂","avatar":"https://static.tigerbbs.com/c9e0720a6ef5cd5f29e8996b719bcea0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":917628703,"objectIdStr":"917628703","type":1,"supId":2143286,"supIdStr":"2143286","prevId":0,"prevIdStr":"0","content":"在12月份之前清仓特斯拉，尤其是在特斯拉国产进度一再超预期的情况下，这一点我觉得就算高瓴自己人事后也会反思的吧。高瓴加仓医疗，12月份的时候能预测现在的疫情？加仓医疗作为长期持有，策略是没问题的，只是清仓新能源逻辑上有瑕疵，就算它挣了50%收益。","text":"在12月份之前清仓特斯拉，尤其是在特斯拉国产进度一再超预期的情况下，这一点我觉得就算高瓴自己人事后也会反思的吧。高瓴加仓医疗，12月份的时候能预测现在的疫情？加仓医疗作为长期持有，策略是没问题的，只是清仓新能源逻辑上有瑕疵，就算它挣了50%收益。","html":"在12月份之前清仓特斯拉，尤其是在特斯拉国产进度一再超预期的情况下，这一点我觉得就算高瓴自己人事后也会反思的吧。高瓴加仓医疗，12月份的时候能预测现在的疫情？加仓医疗作为长期持有，策略是没问题的，只是清仓新能源逻辑上有瑕疵，就算它挣了50%收益。","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2145679,"commentId":"2145679","gmtCreate":1581994502316,"gmtModify":1581994502316,"authorId":3501298262034857,"author":{"id":3501298262034857,"idStr":"3501298262034857","authorId":3501298262034857,"name":"富哥only","avatar":"https://static.tigerbbs.com/f3ccc47bd85c265c1ceb7567a6a16197","vip":2,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.16","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.08","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":917628703,"objectIdStr":"917628703","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>谁也不是，致敬高瓴</p>","text":"<p>谁也不是，致敬高瓴</p>","html":"<p>谁也不是，致敬高瓴</p>","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2143281,"commentId":"2143281","gmtCreate":1581764557825,"gmtModify":1581764557825,"authorId":3505810423143964,"author":{"id":3505810423143964,"idStr":"3505810423143964","authorId":3505810423143964,"name":"晨虎","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":917628703,"objectIdStr":"917628703","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"从清仓特斯拉的时机看高瓴也不见得高啊！","text":"从清仓特斯拉的时机看高瓴也不见得高啊！","html":"从清仓特斯拉的时机看高瓴也不见得高啊！","likeSize":0,"commentSize":1,"subComments":[{"id":2143283,"commentId":"2143283","gmtCreate":1581764855333,"gmtModify":1581764855333,"authorId":3525486483587787,"author":{"id":3525486483587787,"idStr":"3525486483587787","authorId":3525486483587787,"name":"梭哈蔚来","avatar":"https://static.tigerbbs.com/6d245ce6c9cb8a4b4faecb83f40eb528","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":917628703,"objectIdStr":"917628703","type":1,"supId":2143281,"supIdStr":"2143281","prevId":0,"prevIdStr":"0","content":"这个资金量 赚百分之50知道是多少吗","text":"这个资金量 赚百分之50知道是多少吗","html":"这个资金量 赚百分之50知道是多少吗","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2143289,"commentId":"2143289","gmtCreate":1581765264306,"gmtModify":1581765264306,"authorId":3491547422215787,"author":{"id":3491547422215787,"idStr":"3491547422215787","authorId":3491547422215787,"name":"jiayi_1221","avatar":"https://static.tigerbbs.com/8cd7b1772c2afb7aaaa3c17806785337","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":917628703,"objectIdStr":"917628703","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"高瓴有自己的打法，大资金和小资金打法不同","text":"高瓴有自己的打法，大资金和小资金打法不同","html":"高瓴有自己的打法，大资金和小资金打法不同","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2143166,"commentId":"2143166","gmtCreate":1581757653057,"gmtModify":1581757653057,"authorId":3500494053551917,"author":{"id":3500494053551917,"idStr":"3500494053551917","authorId":3500494053551917,"name":"打劫华尔街","avatar":"https://static.tigerbbs.com/3fe77a5a1579b9370ab331985744afe8","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":917628703,"objectIdStr":"917628703","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"人家只是更加看重了别的行业的投资机会而已！","text":"人家只是更加看重了别的行业的投资机会而已！","html":"人家只是更加看重了别的行业的投资机会而已！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":2143551,"commentId":"2143551","gmtCreate":1581797587321,"gmtModify":1581797587321,"authorId":3524743097565051,"author":{"id":3524743097565051,"idStr":"3524743097565051","authorId":3524743097565051,"name":"股神学友哥","avatar":"https://static.tigerbbs.com/e90af135156cf66bb7fb0dedae61011b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":917628703,"objectIdStr":"917628703","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"会对下礼拜蔚来股市有影响吗","text":"会对下礼拜蔚来股市有影响吗","html":"会对下礼拜蔚来股市有影响吗","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/917628703"}
精彩评论
谁也不是，致敬高瓴