WstreetBoy的个人主页 - 老虎社区

WstreetBoy

WstreetBoy

理想一定要有，万一实现了呢。

IP属地：上海

85关注

509粉丝

4主题

0勋章

10-06

$Rigetti Computing(RGTI)$ 有时也恨自己买少了

05-21

这篇文章不错，转发给大家看看

@小虎老师:💰众多量子计算概念股5月飙升：QBTS上涨139%，你看好哪只？

04-02

$蔚来(NIO)$ 乐道总裁艾铁成一个外行人走了，估计会好一点呐

03-13

$蔚来(NIO)$ 你们说可不可笑，我一个小股东，评论了几句话，被一个乐道总裁拉黑了微博，我何德何能呀，我不过是为了自己投资的钱不想打水漂，催你们干点实事，居然就拉黑了。劝大家早点跑路吧@蔚来

2024-11-14

$老虎证券(TIGR)$ 平台是好用，股票是真垃圾

2024-10-15

$老虎证券(TIGR)$ 腰斩，我真的服了

2024-09-13

$FIRST REPUBLIC BANK/CA(FRCB)$ 来看看这被搞得多惨

2024-09-10

$蔚来(NIO)$ 空吧，继续看空

2024-09-06

兄弟们最近干的怎么样

2024-09-06

你看我的名字就知道我是想混华尔街的男孩

2024-07-24

$蔚来(NIO)$ 烂泥扶不上墙

2024-07-15

$蔚来(NIO)$ 遇强则强遇到个败家仔真的是恶心

2024-07-08

$特斯拉(TSLA)$ 马斯克原话看你们怎么选了

2024-06-28

$蔚来(NIO)$ 特斯拉破200你五块都破不了真垃圾啊

2024-06-26

$Faraday Future(FFIE)$ 不管了我做空了

2024-06-26

肯定酸了别人投资他都是打水漂

大众50亿美元投资Rivian，贾跃亭称此投资凸显美国AI EV公司资本价值

2024-06-13

‌$特斯拉(TSLA)$ ‌投票结果以压倒性以优势通过

2024-06-12

$蔚来(NIO)$ 垃圾玩意儿

2024-06-11

$蔚来(NIO)$ 我是做了什么孽买了你这个玩意儿

2024-06-02

$特斯拉(TSLA)$ 股东投票投反对的都是一群忘恩负义之辈，马斯克带领特斯拉市值增长那么多，这是他应该获得的报酬

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/RGTI\">$Rigetti Computing(RGTI)$</a> 有时也恨自己买少了","listText":"<a href=\"https://laohu8.com/S/RGTI\">$Rigetti Computing(RGTI)$</a> 有时也恨自己买少了","text":"$Rigetti Computing(RGTI)$ 有时也恨自己买少了","images":[{"img":"https://static.tigerbbs.com/e6711cc464aae516bd9ab94bc3a27428","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486229189804224","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":437461827199768,"gmtCreate":1747833381087,"gmtModify":1747833382742,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437461827199768","repostId":"437421796683936","repostType":1,"repost":{"id":437421796683936,"gmtCreate":1747822217087,"gmtModify":1747825517876,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"💰众多量子计算概念股5月飙升：QBTS上涨139%，你看好哪只？","htmlText":"在周二美股市场中， <a href=\"https://laohu8.com/S/QBTS\">$D-Wave Quantum Inc.(QBTS)$</a> 大涨25.95%。消息面上， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 拟投资量子初创公司PsiQuantum的消息让投资者将目光继续转向了量子计算概念股。该消息在市场中引发了积极情绪，让投资者相信大型科技公司正越来越多地认识到量子计算的潜力，进而带动了整个行业的股票上涨。5月至今，量子计算概念股如 <a href=\"https://laohu8.com/S/QUBT\">$Quantum Computing Inc.(QUBT)$</a> 、 <a href=\"https://laohu8.com/S/IONQ\">$IONQ Inc.(IONQ)$</a> 、 <a href=\"https://laohu8.com/S/RGTI\">$Rigetti Computing(RGTI)$</a> ， <a href=\"https://laohu8.com/S/SKYT\">$SkyWater Technology, Inc.(SKYT)$</a> 等涨幅均达2位数， <a href=\"https://laohu8.com/S/QBTS\">$D-Wave Quantum Inc.(QBTS)$</a> 甚至上涨超过3位数。宏观原因方面，也受益特朗普2026年财政预算预案对该领域的持续支持。在2025年5月2日公布的白宫2026财年预算提案中，特朗普总统2026年预算提案维持了对量子信息科学的研究资金投入，将其列为美国能源部和美国国家科学基金会的优先领域。特朗普总统2026年预算提案“支持人工智能和量子研究”，该预算维持了关键机构在人工智能和量子信息科学领域的研究资金，以","listText":"在周二美股市场中， <a href=\"https://laohu8.com/S/QBTS\">$D-Wave Quantum Inc.(QBTS)$</a> 大涨25.95%。消息面上， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 拟投资量子初创公司PsiQuantum的消息让投资者将目光继续转向了量子计算概念股。该消息在市场中引发了积极情绪，让投资者相信大型科技公司正越来越多地认识到量子计算的潜力，进而带动了整个行业的股票上涨。5月至今，量子计算概念股如 <a href=\"https://laohu8.com/S/QUBT\">$Quantum Computing Inc.(QUBT)$</a> 、 <a href=\"https://laohu8.com/S/IONQ\">$IONQ Inc.(IONQ)$</a> 、 <a href=\"https://laohu8.com/S/RGTI\">$Rigetti Computing(RGTI)$</a> ， <a href=\"https://laohu8.com/S/SKYT\">$SkyWater Technology, Inc.(SKYT)$</a> 等涨幅均达2位数， <a href=\"https://laohu8.com/S/QBTS\">$D-Wave Quantum Inc.(QBTS)$</a> 甚至上涨超过3位数。宏观原因方面，也受益特朗普2026年财政预算预案对该领域的持续支持。在2025年5月2日公布的白宫2026财年预算提案中，特朗普总统2026年预算提案维持了对量子信息科学的研究资金投入，将其列为美国能源部和美国国家科学基金会的优先领域。特朗普总统2026年预算提案“支持人工智能和量子研究”，该预算维持了关键机构在人工智能和量子信息科学领域的研究资金，以","text":"在周二美股市场中， $D-Wave Quantum Inc.(QBTS)$ 大涨25.95%。消息面上， $英伟达(NVDA)$ 拟投资量子初创公司PsiQuantum的消息让投资者将目光继续转向了量子计算概念股。该消息在市场中引发了积极情绪，让投资者相信大型科技公司正越来越多地认识到量子计算的潜力，进而带动了整个行业的股票上涨。5月至今，量子计算概念股如 $Quantum Computing Inc.(QUBT)$ 、 $IONQ Inc.(IONQ)$ 、 $Rigetti Computing(RGTI)$ ， $SkyWater Technology, Inc.(SKYT)$ 等涨幅均达2位数， $D-Wave Quantum 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[生气]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321049260875864,"gmtCreate":1719411411811,"gmtModify":1719411413877,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"htmlText":"肯定酸了 &nbsp;别人投资他都是打水漂","listText":"肯定酸了 &nbsp;别人投资他都是打水漂","text":"肯定酸了 别人投资他都是打水漂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321049260875864","repostId":"2446735310","repostType":2,"repost":{"id":"2446735310","kind":"highlight","pubTimestamp":1719388717,"share":"https://www.laohu8.com/m/news/2446735310?lang=zh_CN&edition=full","pubTime":"2024-06-26 15:58","market":"us","language":"zh","title":"大众50亿美元投资Rivian，贾跃亭称此投资凸显美国AI EV公司资本价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2446735310","media":"雷递网","summary":"电动汽车公司Faraday Future （FF）创始人兼CPUO贾跃亭就大众向Rivian投资50亿美金进行点评，表示这一投资凸显了美国AI EV公司的超级资本价值，希望FF成立10年拥有的独特价值能够尽快得到释放。值得一提的是，FF中东合作伙伴Master投资集团CEO、阿联酋皇室成员在6月25日访问FF，双方洽谈甚欢。","content":"<p>电动汽车公司<a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a> （FF）创始人兼CPUO贾跃亭就大众向Rivian投资50亿美金进行点评，表示这一投资凸显了美国AI EV公司的超级资本价值，希望FF成立10年拥有的独特价值能够尽快得到释放。值得一提的是，FF中东合作伙伴Master投资集团CEO、阿联酋皇室成员在6月25日访问FF，双方洽谈甚欢。</p><p>据了解，大众向Rivian投资50亿美金中，30亿美金购买Rivian上市公司股份，20亿成立合资公司，首批以无担保可转债模式投资10亿美金。这笔投资再次掀起了对AI EV产业投资价值的讨论，Rivian 盘后和夜盘交易大涨。</p><p>贾跃亭在视频中表示，这确实是一个产业的大新闻，证明我们更要继续努力，让FF拥有的独特价值能够尽快释放。</p><p>在他看来，<a href=\"https://laohu8.com/S/0P6N.UK\">大众集团</a>重金投资Rivian，主要是基于五点原因及价值回报：1、先进的整车电动平台和软件技术以及对大众集团的反哺；2，电动皮卡车型和suv车型；3，美国AI EV公司的独特价值；4，美国作为AI EV最大的蓝海市场；5，大众50亿投资Rivian可能带来的巨大资本回报，这是一个非常聪明的投资产品设计、定价模式和付款节奏，对大众汽车非常有利，可能大众只需投入第一笔的10亿美元，就可能获得数倍回报，这些挣的钱可能就足以投资接下来那四十亿美金。这也是美国AI EV产业土壤培育出的超级资本价值。</p><p>“传统汽车巨头对新兴AI EV公司的再一次的巨额投资，让我更加坚定了FF的战略和价值。” 贾跃亭表示，“我认为FF拥有更为塔尖的aiHyper 6*4 Architecture 2.0，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动整车平台、以及独特的AI平台和软件技术。”</p><p>贾跃亭表示，Rivian的车型主打塔腰市场。与Rivian不同的是，FF车型规划，会有更大的蓝海空间：一是FF的塔尖车型和塔尖市场，二是桥梁战略的第二品牌放量车型和大众市场。FF现在的资本市场价值和真实价值是在市场上是完全背离的。</p><p>贾跃亭说，“这笔投资也更加证明美国AI EV市场的巨大潜力，技术和产品的领先性，是全球巨头所追捧的，也正是我当时在美国选择创办FF的重要原因。我们一定会继续努力，尽快释放出FF巨大的潜力和无限的可能。”</p>","source":"leinews_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大众50亿美元投资Rivian，贾跃亭称此投资凸显美国AI EV公司资本价值</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大众50亿美元投资Rivian，贾跃亭称此投资凸显美国AI EV公司资本价值\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 15:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.leinews.com/n27000/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电动汽车公司Faraday Future （FF）创始人兼CPUO贾跃亭就大众向Rivian投资50亿美金进行点评，表示这一投资凸显了美国AI EV公司的超级资本价值，希望FF成立10年拥有的独特价值能够尽快得到释放。值得一提的是，FF中东合作伙伴Master投资集团CEO、阿联酋皇室成员在6月25日访问FF，双方洽谈甚欢。据了解，大众向Rivian投资50亿美金中，30亿美金购买Rivian...</p>\n\n<a href=\"https://www.leinews.com/n27000/detail.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20240626/6385501431171709236812994.png","relate_stocks":{"BK4555":"新能源车","RIVN":"Rivian Automotive, Inc.","BK4099":"汽车制造商","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念"},"source_url":"https://www.leinews.com/n27000/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446735310","content_text":"电动汽车公司Faraday Future （FF）创始人兼CPUO贾跃亭就大众向Rivian投资50亿美金进行点评，表示这一投资凸显了美国AI EV公司的超级资本价值，希望FF成立10年拥有的独特价值能够尽快得到释放。值得一提的是，FF中东合作伙伴Master投资集团CEO、阿联酋皇室成员在6月25日访问FF，双方洽谈甚欢。据了解，大众向Rivian投资50亿美金中，30亿美金购买Rivian上市公司股份，20亿成立合资公司，首批以无担保可转债模式投资10亿美金。这笔投资再次掀起了对AI EV产业投资价值的讨论，Rivian 盘后和夜盘交易大涨。贾跃亭在视频中表示，这确实是一个产业的大新闻，证明我们更要继续努力，让FF拥有的独特价值能够尽快释放。在他看来，大众集团重金投资Rivian，主要是基于五点原因及价值回报：1、先进的整车电动平台和软件技术以及对大众集团的反哺；2，电动皮卡车型和suv车型；3，美国AI EV公司的独特价值；4，美国作为AI EV最大的蓝海市场；5，大众50亿投资Rivian可能带来的巨大资本回报，这是一个非常聪明的投资产品设计、定价模式和付款节奏，对大众汽车非常有利，可能大众只需投入第一笔的10亿美元，就可能获得数倍回报，这些挣的钱可能就足以投资接下来那四十亿美金。这也是美国AI EV产业土壤培育出的超级资本价值。“传统汽车巨头对新兴AI EV公司的再一次的巨额投资，让我更加坚定了FF的战略和价值。” 贾跃亭表示，“我认为FF拥有更为塔尖的aiHyper 6*4 Architecture 2.0，智能电动整车平台、以及独特的AI平台和软件技术。”贾跃亭表示，Rivian的车型主打塔腰市场。与Rivian不同的是，FF车型规划，会有更大的蓝海空间：一是FF的塔尖车型和塔尖市场，二是桥梁战略的第二品牌放量车型和大众市场。FF现在的资本市场价值和真实价值是在市场上是完全背离的。贾跃亭说，“这笔投资也更加证明美国AI 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我是做了什么孽买了你这个玩意儿","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/315743233450056","isVote":1,"tweetType":1,"viewCount":6679,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4146641454403152","authorId":"4146641454403152","name":"新手下海","avatar":"https://static.tigerbbs.com/8c4e825ab5c520069a723337a1cb5cdd","crmLevel":1,"crmLevelSwitch":0,"idStr":"4146641454403152","authorIdStr":"4146641454403152"},"content":"可能很久一段时间这个蔚来的高点是5元了。做好心理准备","text":"可能很久一段时间这个蔚来的高点是5元了。做好心理准备","html":"可能很久一段时间这个蔚来的高点是5元了。做好心理准备"},{"author":{"id":"4122715558561480","authorId":"4122715558561480","name":"BabyStep","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4122715558561480","authorIdStr":"4122715558561480"},"content":"一样的感觉，一路补仓过来，现在还亏一半[流泪]","text":"一样的感觉，一路补仓过来，现在还亏一半[流泪]","html":"一样的感觉，一路补仓过来，现在还亏一半[流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312374433292600,"gmtCreate":1717297426100,"gmtModify":1717384285071,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"htmlText":"<a 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股东投票投反对的都是一群忘恩负义之辈，马斯克带领特斯拉市值增长那么多，这是他应该获得的报酬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/312374433292600","isVote":1,"tweetType":1,"viewCount":4983,"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/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"巨额期权应该分阶段行权，往后每年行权股票2000万股，如果过多，老马行权需交税会大出货，股价必崩盘，股东会损失惨重，你想清楚了吗？","text":"巨额期权应该分阶段行权，往后每年行权股票2000万股，如果过多，老马行权需交税会大出货，股价必崩盘，股东会损失惨重，你想清楚了吗？","html":"巨额期权应该分阶段行权，往后每年行权股票2000万股，如果过多，老马行权需交税会大出货，股价必崩盘，股东会损失惨重，你想清楚了吗？"},{"author":{"id":"3547807106198258","authorId":"3547807106198258","name":"神花树界降临","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3547807106198258","authorIdStr":"3547807106198258"},"content":"知道怎么投票吗？想投票","text":"知道怎么投票吗？想投票","html":"知道怎么投票吗？想投票"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":681052979,"gmtCreate":1656578124993,"gmtModify":1704865278098,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"htmlText":"2022年上半年最适合自己的形容词（亏麻了）2022年，真的是比2021年还惨，一波中概，满盘皆输，中概不能碰，阿里<a 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[可爱]","text":"哈哈，你马上要被一堆LJ围攻了 [可爱]","html":"哈哈，你马上要被一堆LJ围攻了 [可爱]"},{"author":{"id":"3499949666768764","authorId":"3499949666768764","name":"村委主任","avatar":"https://static.tigerbbs.com/d8d2eafe0f508f478eb057c4a0e305d5","crmLevel":5,"crmLevelSwitch":0,"idStr":"3499949666768764","authorIdStr":"3499949666768764"},"content":"毛说过，没有调查没有发言权。 为什么你们讨论一个自己不了解的东西都可以这样理直气壮？","text":"毛说过，没有调查没有发言权。 为什么你们讨论一个自己不了解的东西都可以这样理直气壮？","html":"毛说过，没有调查没有发言权。 为什么你们讨论一个自己不了解的东西都可以这样理直气壮？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167536161,"gmtCreate":1624276047153,"gmtModify":1624332986917,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"htmlText":"这是2020年三月，载入史册的一年，美国股市大跌，历史罕见的几次熔断，都被我遇见了，不过庆幸的是我全都抛了，哈哈哈。当时觉得自己太有先见之明了，那时手上持有<a 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信你的话，我想要带你（Tesl）回家，在那个高位呀，哪管它是真是假，请你继续涨呀，我不信它会跌下，你（Tesl）继续上涨吧，让我开心一下，再也不想哭了。（我好看好你的呀，你知道吗）涨归涨，闹归闹，别拿自己开玩笑，左手一个大绿棒，右手霹雳闪跳。哎哟我去，来全场跟我一起抬起头，使劲儿使劲加把油，左手右手往前游，捂住你的脑门儿晃动你的手拐轴，好像有事儿在发愁（还寻思啥呀，还没在跌呢），信你的鬼话，现在刹不住车了，一下就跌回家了，请你继续涨，泡面都吃不起了。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":25,"repostSize":2,"link":"https://laohu8.com/post/935359613","isVote":1,"tweetType":1,"viewCount":9686,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500185527218436","authorId":"3500185527218436","name":"吴老","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3500185527218436","authorIdStr":"3500185527218436"},"content":"好好好好","text":"好好好好","html":"好好好好"},{"author":{"id":"3446726362009985","authorId":"3446726362009985","name":"偶尔动脑思考","avatar":"https://static.tigerbbs.com/448f5cc78f6b64c9a7c61706cf5573e0","crmLevel":6,"crmLevelSwitch":0,"idStr":"3446726362009985","authorIdStr":"3446726362009985"},"content":"赞","text":"赞","html":"赞"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605101883,"gmtCreate":1639124365174,"gmtModify":1718117934705,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"2021投资大复盘","htmlText":"2021投资大复盘。 要说这2021年投资，真的是一波三折，或者是几波几折，2018年正式进入老虎做美股，从第一支阿里巴巴<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>入手就被套了半年，一直到后面一进阿里就亏，到玩阿里期权亏的一塌糊涂，说实在的是真的累，被阿里折磨的已经相当惨烈。 从今年一月到七月，做股票还挣了一些，其中最好的票应该就是特斯拉了，从500多入手一直拿到1000多，算是赚了一倍，其次就是wfc富国银行了，23左右进的，到现在的50左右，其中进行了小幅的减持，当然收获也不少，这可能就是今年唯一赚到的两只票了，其余的我分享一下期权的经历，真的是让我痛哭流涕。 第一次玩期权合约是在八月份左右，买的第一支也是阿里巴巴的看涨期权，第一次没经验，直接就买了五手期权，结果可想而知了，当天晚上一下子就赚了500美金，但是由于自己的贪心和知识经验不足，第二天晚上直接亏回去，而且还被套了200多美金，这就是不懂的代价，完全证实了那句话，只能挣自己认知以内的钱，超过认知以外的钱都会还回去的。好吧，这又是我在阿里上面栽跟头了，后来又做了滴滴的个股和期权，个股直接又是亏了200多美金，期权100以内，又恰逢中概股被血洗，我加仓贝壳，老虎，其中还买了五手老虎的看涨期权，结果可想而知又亏了，哎，中概股变成了中丐股，直接让我一夜回到解放前了，三年的投资心血全废了。后续见mRNA的表现非常出色，又做了五手看涨期权，结果我又血洗出逃了，致此期权我是一分钱没赚到而且还把三年所有赚的都赔进去了，这次的经历让我深有感悟就是不要去碰你认知以外的东西，不然你会输的很惨，希望广大股友们能引以为戒。这就是2021年的投资复盘了。[流泪]&nbsp;[流泪]&nbsp;","listText":"2021投资大复盘。 要说这2021年投资，真的是一波三折，或者是几波几折，2018年正式进入老虎做美股，从第一支阿里巴巴<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>入手就被套了半年，一直到后面一进阿里就亏，到玩阿里期权亏的一塌糊涂，说实在的是真的累，被阿里折磨的已经相当惨烈。 从今年一月到七月，做股票还挣了一些，其中最好的票应该就是特斯拉了，从500多入手一直拿到1000多，算是赚了一倍，其次就是wfc富国银行了，23左右进的，到现在的50左右，其中进行了小幅的减持，当然收获也不少，这可能就是今年唯一赚到的两只票了，其余的我分享一下期权的经历，真的是让我痛哭流涕。 第一次玩期权合约是在八月份左右，买的第一支也是阿里巴巴的看涨期权，第一次没经验，直接就买了五手期权，结果可想而知了，当天晚上一下子就赚了500美金，但是由于自己的贪心和知识经验不足，第二天晚上直接亏回去，而且还被套了200多美金，这就是不懂的代价，完全证实了那句话，只能挣自己认知以内的钱，超过认知以外的钱都会还回去的。好吧，这又是我在阿里上面栽跟头了，后来又做了滴滴的个股和期权，个股直接又是亏了200多美金，期权100以内，又恰逢中概股被血洗，我加仓贝壳，老虎，其中还买了五手老虎的看涨期权，结果可想而知又亏了，哎，中概股变成了中丐股，直接让我一夜回到解放前了，三年的投资心血全废了。后续见mRNA的表现非常出色，又做了五手看涨期权，结果我又血洗出逃了，致此期权我是一分钱没赚到而且还把三年所有赚的都赔进去了，这次的经历让我深有感悟就是不要去碰你认知以外的东西，不然你会输的很惨，希望广大股友们能引以为戒。这就是2021年的投资复盘了。[流泪]&nbsp;[流泪]&nbsp;","text":"2021投资大复盘。 要说这2021年投资，真的是一波三折，或者是几波几折，2018年正式进入老虎做美股，从第一支阿里巴巴$阿里巴巴(BABA)$入手就被套了半年，一直到后面一进阿里就亏，到玩阿里期权亏的一塌糊涂，说实在的是真的累，被阿里折磨的已经相当惨烈。 从今年一月到七月，做股票还挣了一些，其中最好的票应该就是特斯拉了，从500多入手一直拿到1000多，算是赚了一倍，其次就是wfc富国银行了，23左右进的，到现在的50左右，其中进行了小幅的减持，当然收获也不少，这可能就是今年唯一赚到的两只票了，其余的我分享一下期权的经历，真的是让我痛哭流涕。 第一次玩期权合约是在八月份左右，买的第一支也是阿里巴巴的看涨期权，第一次没经验，直接就买了五手期权，结果可想而知了，当天晚上一下子就赚了500美金，但是由于自己的贪心和知识经验不足，第二天晚上直接亏回去，而且还被套了200多美金，这就是不懂的代价，完全证实了那句话，只能挣自己认知以内的钱，超过认知以外的钱都会还回去的。好吧，这又是我在阿里上面栽跟头了，后来又做了滴滴的个股和期权，个股直接又是亏了200多美金，期权100以内，又恰逢中概股被血洗，我加仓贝壳，老虎，其中还买了五手老虎的看涨期权，结果可想而知又亏了，哎，中概股变成了中丐股，直接让我一夜回到解放前了，三年的投资心血全废了。后续见mRNA的表现非常出色，又做了五手看涨期权，结果我又血洗出逃了，致此期权我是一分钱没赚到而且还把三年所有赚的都赔进去了，这次的经历让我深有感悟就是不要去碰你认知以外的东西，不然你会输的很惨，希望广大股友们能引以为戒。这就是2021年的投资复盘了。[流泪] [流泪]","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":4,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/605101883","isVote":1,"tweetType":1,"viewCount":21971,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000316","authorId":"9000000000000316","name":"丹尼尔加","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000316","authorIdStr":"9000000000000316"},"content":"今年的阿里巴巴有点恶心，我现在看见他就想吐，亏得肾虚。","text":"今年的阿里巴巴有点恶心，我现在看见他就想吐，亏得肾虚。","html":"今年的阿里巴巴有点恶心，我现在看见他就想吐，亏得肾虚。"},{"author":{"id":"9000000000000310","authorId":"9000000000000310","name":"迪士尼迪斯尼","avatar":"https://static.tigerbbs.com/d08ad56d0cf912758e58222fffc1f75b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000310","authorIdStr":"9000000000000310"},"content":"同是天涯沦落人，真想喊你一声同志，然后抱头痛哭。","text":"同是天涯沦落人，真想喊你一声同志，然后抱头痛哭。","html":"同是天涯沦落人，真想喊你一声同志，然后抱头痛哭。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684366959,"gmtCreate":1660112809173,"gmtModify":1660170826295,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"生鲜电商已经走到人走茶凉的一步","htmlText":"从阿里巴巴旗下河马生鲜诞生以来，陆续有几十家生鲜电商公司诞生，曾几何时，生鲜电商红极一时、备受资本青睐，而如今市场已经应证了巴菲特说的那句话：“潮水退后就知道谁在裸泳了”。目前我们已经看到有陆续多的生鲜电商开始节衣缩食，阿里旗下的盒马扩张跑马圈地已经没有曾经的疯狂了，现在更是到了关店裁员的地步。苏宁生鲜、京东flash、永辉、叮咚买菜、每日生鲜等等诸多生鲜电商平台，现在几乎都鸦雀无声了，靠资本运作出来的公司，迟早也要因为资本离去而消亡，把卖菜搬到网上就觉得是一种新消费体系那就大多特错了，菜还是一样的卖，卖菜的本质还是没有变，只是被你们增肌一些中间手段罢了，间接提高消费者支出，压榨老百姓的菜篮子，靠挂上互联网的皮就以为自己成了高科技公司，完全大错特错了，现在市场已经给出了答案，潮水退去，几乎都在裸泳。<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$</a><a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>","listText":"从阿里巴巴旗下河马生鲜诞生以来，陆续有几十家生鲜电商公司诞生，曾几何时，生鲜电商红极一时、备受资本青睐，而如今市场已经应证了巴菲特说的那句话：“潮水退后就知道谁在裸泳了”。目前我们已经看到有陆续多的生鲜电商开始节衣缩食，阿里旗下的盒马扩张跑马圈地已经没有曾经的疯狂了，现在更是到了关店裁员的地步。苏宁生鲜、京东flash、永辉、叮咚买菜、每日生鲜等等诸多生鲜电商平台，现在几乎都鸦雀无声了，靠资本运作出来的公司，迟早也要因为资本离去而消亡，把卖菜搬到网上就觉得是一种新消费体系那就大多特错了，菜还是一样的卖，卖菜的本质还是没有变，只是被你们增肌一些中间手段罢了，间接提高消费者支出，压榨老百姓的菜篮子，靠挂上互联网的皮就以为自己成了高科技公司，完全大错特错了，现在市场已经给出了答案，潮水退去，几乎都在裸泳。<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$</a><a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>","text":"从阿里巴巴旗下河马生鲜诞生以来，陆续有几十家生鲜电商公司诞生，曾几何时，生鲜电商红极一时、备受资本青睐，而如今市场已经应证了巴菲特说的那句话：“潮水退后就知道谁在裸泳了”。目前我们已经看到有陆续多的生鲜电商开始节衣缩食，阿里旗下的盒马扩张跑马圈地已经没有曾经的疯狂了，现在更是到了关店裁员的地步。苏宁生鲜、京东flash、永辉、叮咚买菜、每日生鲜等等诸多生鲜电商平台，现在几乎都鸦雀无声了，靠资本运作出来的公司，迟早也要因为资本离去而消亡，把卖菜搬到网上就觉得是一种新消费体系那就大多特错了，菜还是一样的卖，卖菜的本质还是没有变，只是被你们增肌一些中间手段罢了，间接提高消费者支出，压榨老百姓的菜篮子，靠挂上互联网的皮就以为自己成了高科技公司，完全大错特错了，现在市场已经给出了答案，潮水退去，几乎都在裸泳。$叮咚买菜(DDL)$$每日优鲜(MF)$","images":[{"img":"https://static.tigerbbs.com/f20a0391e8c36a616239b82d30a8230a","width":"4032","height":"3024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":18,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/684366959","isVote":1,"tweetType":1,"viewCount":14149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":948560010,"gmtCreate":1595424150430,"gmtModify":1718117934649,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"近期不建议投资者进场做多特斯拉","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>经过半年时间，特斯拉已经涨了超过最低价的五倍以上了，总体涨超260%，总体来说股价已经是超额上涨了，在疫情如此严重的情况下一只股票还在这样上涨，除非有过硬的实力或者超出常规车企的营收能力，虽然特斯拉一季度财报盈利，完成超额交付车辆，且超乎市场预期，但是回过头来可以好好看看，目前特斯拉的形势是怎么样的。 在新冠疫情蔓延最大的国家（美国）而且近期社会局势动荡不安的地方，一个公司能有如此好的成绩未免是不是有点不可思议，确实如此。首先特斯拉在1-3月停工几个月，产能还能增加完全是靠上海临港工业区，几乎1-3月的时间特斯拉在美期间有一个月是没有车下线的，还完成了超额交付任务是清理大量库存，二季度的交付能力可以理解为比一季度还要大，但是特斯拉的生产能力可能跟不上交付能力，所以二季度交付数量已经达到极限，生产力也达到极限，加上近期特斯拉穿出弗里蒙特工厂有1300多人感染新冠疫情，所以生产能力肯定受影响。 二季度特斯拉可能盈利，但是秋季特斯拉可能又要回归亏损，短期内特斯拉股价已经超额上涨，目前并没有多大回调幅度，预测该股价将会在近期调整，所以近期不建议投资者进场做多。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>经过半年时间，特斯拉已经涨了超过最低价的五倍以上了，总体涨超260%，总体来说股价已经是超额上涨了，在疫情如此严重的情况下一只股票还在这样上涨，除非有过硬的实力或者超出常规车企的营收能力，虽然特斯拉一季度财报盈利，完成超额交付车辆，且超乎市场预期，但是回过头来可以好好看看，目前特斯拉的形势是怎么样的。 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二季度特斯拉可能盈利，但是秋季特斯拉可能又要回归亏损，短期内特斯拉股价已经超额上涨，目前并没有多大回调幅度，预测该股价将会在近期调整，所以近期不建议投资者进场做多。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":14,"commentSize":6,"repostSize":4,"link":"https://laohu8.com/post/948560010","isVote":1,"tweetType":1,"viewCount":15404,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501298262034857","authorId":"3501298262034857","name":"富哥only","avatar":"https://static.tigerbbs.com/f3ccc47bd85c265c1ceb7567a6a16197","crmLevel":5,"crmLevelSwitch":0,"idStr":"3501298262034857","authorIdStr":"3501298262034857"},"content":"你说不看好就不看好啊，麻痹兄弟们快进去接盘啊。1600了。过几天上2000了。杀呀。我450的本还没卖呢，让股价推高点","text":"你说不看好就不看好啊，麻痹兄弟们快进去接盘啊。1600了。过几天上2000了。杀呀。我450的本还没卖呢，让股价推高点","html":"你说不看好就不看好啊，麻痹兄弟们快进去接盘啊。1600了。过几天上2000了。杀呀。我450的本还没卖呢，让股价推高点"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312374433292600,"gmtCreate":1717297426100,"gmtModify":1717384285071,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"htmlText":"<a 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在小鹏上赚回了收益"},{"author":{"id":"3508198203958243","authorId":"3508198203958243","name":"永长红","avatar":"https://static.tigerbbs.com/66b8eaac81a92d39bfdcef1516da6dfb","crmLevel":6,"crmLevelSwitch":0,"idStr":"3508198203958243","authorIdStr":"3508198203958243"},"content":"真的可笑，没有你的什么言论呢？都是想黑，能不能拿到一点小钱？","text":"真的可笑，没有你的什么言论呢？都是想黑，能不能拿到一点小钱？","html":"真的可笑，没有你的什么言论呢？都是想黑，能不能拿到一点小钱？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":348848942911728,"gmtCreate":1726195542419,"gmtModify":1726195568199,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRCB\">$FIRST REPUBLIC BANK/CA(FRCB)$&nbsp;</a> 来看看 这被搞得多惨","listText":"<a href=\"https://laohu8.com/S/FRCB\">$FIRST REPUBLIC BANK/CA(FRCB)$&nbsp;</a> 来看看 这被搞得多惨","text":"$FIRST REPUBLIC BANK/CA(FRCB)$ 来看看 这被搞得多惨","images":[{"img":"https://static.tigerbbs.com/949a5d7690903f4a191d7727a3ce6b7e","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/348848942911728","isVote":1,"tweetType":1,"viewCount":13088,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500926522839322","authorId":"3500926522839322","name":"粥喝咖啡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3500926522839322","authorIdStr":"3500926522839322"},"content":"咱俩一样，我也是99.93","text":"咱俩一样，我也是99.93","html":"咱俩一样，我也是99.93"},{"author":{"id":"3474087835139268","authorId":"3474087835139268","name":"宝龙丽","avatar":"https://static.tigerbbs.com/73204e02902078441c03992d51a56c40","crmLevel":5,"crmLevelSwitch":0,"idStr":"3474087835139268","authorIdStr":"3474087835139268"},"content":"100 买的和一块买的没区别，一视同仁。","text":"100 买的和一块买的没区别，一视同仁。","html":"100 买的和一块买的没区别，一视同仁。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":303703205150784,"gmtCreate":1715166546218,"gmtModify":1715222734639,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ &nbsp;</a>‌恰逢蔚来的子品牌即将发布，今日思考了一个问题，蔚来的盈利模式在哪里，乐道的定价是否会符合市场预期，所以简单的来这里写一下自己的见解。 &nbsp; 首先，蔚来现在的换电合作伙伴在不停的扩大，也为这个未来的换电模式多增加了不少的可能性，其次蔚来的baas模式，可能确实有很大的盈利空间，但是前期确实是一个烧钱的费钞机，但是长期来看，如果蔚来的子品牌乐道，月销量达到2-2.5万辆，那这个baas模式可能就是一个不少的资金量来源，怎么说呢，来举个例子，一辆子品牌电车预估24.88万起步价，电池买断，然后不买断价格按18.88万来计算，电池价格就是6万，按月租电池价格按蔚来728来计算，一年下来8736元，五年下来就是43680元，十年就是87360元，一辆电车的报废时间按十五年来计算，那剩余五年就是43680元，那除去电池的成本这其中大部分就是蔚来的毛利润部分，预估有三分之二的盈利。其次整车购买，预估乐道估计有15%左右的毛利率，所以长期来看蔚来是有看头的，但是前期的投入是非常大的，目前最担心的就是有多少投资机构愿意为蔚来这个投入买单，大股东不停的卖出，做空不断，如果蔚来后续不能活下来，那前期的投入几乎都打水漂了。 目前蔚来品牌二季度整车毛利率为16.7％，充分证明了公司的盈利能力具有较强竞争力，通过测算，蔚来二季度平均单车可以创造约6万元的毛利。如果按此下去，蔚来不是没有盈利空间，但是蔚来现在的支出和研发实在是太高，需要控制一下成本，蔚来去年的研发大概150亿左右，但是人工支出就占了接近三分之二，所以成本这块还需要严格控制一下，蔚来短期的股价确实已经属于超低状态了，如果不是恶意做空，那就是大家都不太看好蔚来的未来，如果蔚来能活下去，并把销量提起来，那盈利也指日可待了","listText":"‌<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ &nbsp;</a>‌恰逢蔚来的子品牌即将发布，今日思考了一个问题，蔚来的盈利模式在哪里，乐道的定价是否会符合市场预期，所以简单的来这里写一下自己的见解。 &nbsp; 首先，蔚来现在的换电合作伙伴在不停的扩大，也为这个未来的换电模式多增加了不少的可能性，其次蔚来的baas模式，可能确实有很大的盈利空间，但是前期确实是一个烧钱的费钞机，但是长期来看，如果蔚来的子品牌乐道，月销量达到2-2.5万辆，那这个baas模式可能就是一个不少的资金量来源，怎么说呢，来举个例子，一辆子品牌电车预估24.88万起步价，电池买断，然后不买断价格按18.88万来计算，电池价格就是6万，按月租电池价格按蔚来728来计算，一年下来8736元，五年下来就是43680元，十年就是87360元，一辆电车的报废时间按十五年来计算，那剩余五年就是43680元，那除去电池的成本这其中大部分就是蔚来的毛利润部分，预估有三分之二的盈利。其次整车购买，预估乐道估计有15%左右的毛利率，所以长期来看蔚来是有看头的，但是前期的投入是非常大的，目前最担心的就是有多少投资机构愿意为蔚来这个投入买单，大股东不停的卖出，做空不断，如果蔚来后续不能活下来，那前期的投入几乎都打水漂了。 目前蔚来品牌二季度整车毛利率为16.7％，充分证明了公司的盈利能力具有较强竞争力，通过测算，蔚来二季度平均单车可以创造约6万元的毛利。如果按此下去，蔚来不是没有盈利空间，但是蔚来现在的支出和研发实在是太高，需要控制一下成本，蔚来去年的研发大概150亿左右，但是人工支出就占了接近三分之二，所以成本这块还需要严格控制一下，蔚来短期的股价确实已经属于超低状态了，如果不是恶意做空，那就是大家都不太看好蔚来的未来，如果蔚来能活下去，并把销量提起来，那盈利也指日可待了","text":"‌$蔚来(NIO)$ ‌恰逢蔚来的子品牌即将发布，今日思考了一个问题，蔚来的盈利模式在哪里，乐道的定价是否会符合市场预期，所以简单的来这里写一下自己的见解。 首先，蔚来现在的换电合作伙伴在不停的扩大，也为这个未来的换电模式多增加了不少的可能性，其次蔚来的baas模式，可能确实有很大的盈利空间，但是前期确实是一个烧钱的费钞机，但是长期来看，如果蔚来的子品牌乐道，月销量达到2-2.5万辆，那这个baas模式可能就是一个不少的资金量来源，怎么说呢，来举个例子，一辆子品牌电车预估24.88万起步价，电池买断，然后不买断价格按18.88万来计算，电池价格就是6万，按月租电池价格按蔚来728来计算，一年下来8736元，五年下来就是43680元，十年就是87360元，一辆电车的报废时间按十五年来计算，那剩余五年就是43680元，那除去电池的成本这其中大部分就是蔚来的毛利润部分，预估有三分之二的盈利。其次整车购买，预估乐道估计有15%左右的毛利率，所以长期来看蔚来是有看头的，但是前期的投入是非常大的，目前最担心的就是有多少投资机构愿意为蔚来这个投入买单，大股东不停的卖出，做空不断，如果蔚来后续不能活下来，那前期的投入几乎都打水漂了。 目前蔚来品牌二季度整车毛利率为16.7％，充分证明了公司的盈利能力具有较强竞争力，通过测算，蔚来二季度平均单车可以创造约6万元的毛利。如果按此下去，蔚来不是没有盈利空间，但是蔚来现在的支出和研发实在是太高，需要控制一下成本，蔚来去年的研发大概150亿左右，但是人工支出就占了接近三分之二，所以成本这块还需要严格控制一下，蔚来短期的股价确实已经属于超低状态了，如果不是恶意做空，那就是大家都不太看好蔚来的未来，如果蔚来能活下去，并把销量提起来，那盈利也指日可待了","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":4,"commentSize":10,"repostSize":2,"link":"https://laohu8.com/post/303703205150784","isVote":1,"tweetType":1,"viewCount":13481,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010292","authorId":"10000000000010292","name":"女娲后人","avatar":"https://static.tigerbbs.com/9aa6cfc781341a2317d2cca41267dd98","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010292","authorIdStr":"10000000000010292"},"content":"蔚来的换电合作伙伴在不断扩大，为未来的换电模式增加了不少可能性。","text":"蔚来的换电合作伙伴在不断扩大，为未来的换电模式增加了不少可能性。","html":"蔚来的换电合作伙伴在不断扩大，为未来的换电模式增加了不少可能性。"},{"author":{"id":"3533789506299545","authorId":"3533789506299545","name":"不加倍抢地主","avatar":"https://static.tigerbbs.com/b654d532ca78fdad36bb2f99294e4168","crmLevel":8,"crmLevelSwitch":0,"idStr":"3533789506299545","authorIdStr":"3533789506299545"},"content":"逻辑都错了，，电池租赁的钱不给蔚来[笑哭]","text":"逻辑都错了，，电池租赁的钱不给蔚来[笑哭]","html":"逻辑都错了，，电池租赁的钱不给蔚来[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680590413,"gmtCreate":1655128228833,"gmtModify":1704861221804,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>说真的，你们更新这个版本真的太差了太无用了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>说真的，你们更新这个版本真的太差了太无用了","text":"$老虎证券(TIGR)$说真的，你们更新这个版本真的太差了太无用了","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":13,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/680590413","isVote":1,"tweetType":1,"viewCount":9987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"脱支","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"idStr":"3463446769405484","authorIdStr":"3463446769405484"},"content":"@小虎产品经理 @小虎AV @Seven8 站出来挨打！8.0版本","text":"@小虎产品经理 @小虎AV @Seven8 站出来挨打！8.0版本","html":"@小虎产品经理 @小虎AV @Seven8 站出来挨打！8.0版本"},{"author":{"id":"3499830504831454","authorId":"3499830504831454","name":"美股向日葵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3499830504831454","authorIdStr":"3499830504831454"},"content":"太难用了，我找了一晚上怎么回退版本的方法，产品经理自己不体验吗","text":"太难用了，我找了一晚上怎么回退版本的方法，产品经理自己不体验吗","html":"太难用了，我找了一晚上怎么回退版本的方法，产品经理自己不体验吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407135,"gmtCreate":1550936010750,"gmtModify":1704790355105,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"title":"巴菲特致股东的信说明了什么！","htmlText":"$伯克希尔(BRK.A)$ 致伯克希尔-哈撒韦公司的股东： 根据美国通用会计准则（GAAP），伯克希尔2018年盈利40亿美元，其中包括：2018年公司运营利润为248亿美元，30亿美元的非现金亏损（无形资产减值）几乎都来源自我们对卡夫亨氏的持股，28亿美元的实际资本收益来自卖出所投资证券，206亿美元的亏损来自我们投资组合中未实现的资本利得的减值。 美国通用会计准则的新规定要求我们在收益中包括最后一项。正如我在2017年年报中所强调的，无论是伯克希尔副董事长查理-芒格，还是我都不认为这条规则是明智的。相反，我们两人一直认为，在伯克希尔，这种按市值计价的变化将导致“我们的净利润出现剧烈而无常的波动”。 这一预言的准确性可以从我们2018年的季度财报中看出。在第一和第四季度，我们分别报告了11亿美元和254亿美元的GAAP亏损。在第二和第三季度，我们分别报告了120亿美元和185亿美元的利润。与这些剧烈波动形成鲜明对比的是，伯克希尔旗下的许多业务在各个季度都实现了持续且令人满意的运营利润。全年来说，这些业务的利润比2016年176亿美元的高点还要高出41%。 我们每季度的GAAP收益的大幅波动将不可避免地继续下去。这是因为我们庞大的股票投资组合——截至2018年底价值接近1730亿美元——经常会经历单日20亿美元或更多的价值波动，而新规则都要求我们必须立即将波动计入我们的净利润。事实上，在股价高度波动的第四季度，我们有好几天都经历了单日“盈利”或“亏损”超过40亿美元。 我们对此的建议？请关注运营收益，少关注其它任何形式的暂时收益或损失。我的这番话丝毫不削弱我们的投资对伯克希尔的重要性。随着时间的推移，我和查理预计我们的投资将带来可观收益，尽管时机具有高度不确定性。 长期阅读我们年度报告的读者会发现今年这封信的开头与往年不同。在近30年的时间里，给股东信的第一段都描述了伯克希","listText":"$伯克希尔(BRK.A)$ 致伯克希尔-哈撒韦公司的股东： 根据美国通用会计准则（GAAP），伯克希尔2018年盈利40亿美元，其中包括：2018年公司运营利润为248亿美元，30亿美元的非现金亏损（无形资产减值）几乎都来源自我们对卡夫亨氏的持股，28亿美元的实际资本收益来自卖出所投资证券，206亿美元的亏损来自我们投资组合中未实现的资本利得的减值。 美国通用会计准则的新规定要求我们在收益中包括最后一项。正如我在2017年年报中所强调的，无论是伯克希尔副董事长查理-芒格，还是我都不认为这条规则是明智的。相反，我们两人一直认为，在伯克希尔，这种按市值计价的变化将导致“我们的净利润出现剧烈而无常的波动”。 这一预言的准确性可以从我们2018年的季度财报中看出。在第一和第四季度，我们分别报告了11亿美元和254亿美元的GAAP亏损。在第二和第三季度，我们分别报告了120亿美元和185亿美元的利润。与这些剧烈波动形成鲜明对比的是，伯克希尔旗下的许多业务在各个季度都实现了持续且令人满意的运营利润。全年来说，这些业务的利润比2016年176亿美元的高点还要高出41%。 我们每季度的GAAP收益的大幅波动将不可避免地继续下去。这是因为我们庞大的股票投资组合——截至2018年底价值接近1730亿美元——经常会经历单日20亿美元或更多的价值波动，而新规则都要求我们必须立即将波动计入我们的净利润。事实上，在股价高度波动的第四季度，我们有好几天都经历了单日“盈利”或“亏损”超过40亿美元。 我们对此的建议？请关注运营收益，少关注其它任何形式的暂时收益或损失。我的这番话丝毫不削弱我们的投资对伯克希尔的重要性。随着时间的推移，我和查理预计我们的投资将带来可观收益，尽管时机具有高度不确定性。 长期阅读我们年度报告的读者会发现今年这封信的开头与往年不同。在近30年的时间里，给股东信的第一段都描述了伯克希","text":"$伯克希尔(BRK.A)$ 致伯克希尔-哈撒韦公司的股东： 根据美国通用会计准则（GAAP），伯克希尔2018年盈利40亿美元，其中包括：2018年公司运营利润为248亿美元，30亿美元的非现金亏损（无形资产减值）几乎都来源自我们对卡夫亨氏的持股，28亿美元的实际资本收益来自卖出所投资证券，206亿美元的亏损来自我们投资组合中未实现的资本利得的减值。 美国通用会计准则的新规定要求我们在收益中包括最后一项。正如我在2017年年报中所强调的，无论是伯克希尔副董事长查理-芒格，还是我都不认为这条规则是明智的。相反，我们两人一直认为，在伯克希尔，这种按市值计价的变化将导致“我们的净利润出现剧烈而无常的波动”。 这一预言的准确性可以从我们2018年的季度财报中看出。在第一和第四季度，我们分别报告了11亿美元和254亿美元的GAAP亏损。在第二和第三季度，我们分别报告了120亿美元和185亿美元的利润。与这些剧烈波动形成鲜明对比的是，伯克希尔旗下的许多业务在各个季度都实现了持续且令人满意的运营利润。全年来说，这些业务的利润比2016年176亿美元的高点还要高出41%。 我们每季度的GAAP收益的大幅波动将不可避免地继续下去。这是因为我们庞大的股票投资组合——截至2018年底价值接近1730亿美元——经常会经历单日20亿美元或更多的价值波动，而新规则都要求我们必须立即将波动计入我们的净利润。事实上，在股价高度波动的第四季度，我们有好几天都经历了单日“盈利”或“亏损”超过40亿美元。 我们对此的建议？请关注运营收益，少关注其它任何形式的暂时收益或损失。我的这番话丝毫不削弱我们的投资对伯克希尔的重要性。随着时间的推移，我和查理预计我们的投资将带来可观收益，尽管时机具有高度不确定性。 长期阅读我们年度报告的读者会发现今年这封信的开头与往年不同。在近30年的时间里，给股东信的第一段都描述了伯克希","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/407135","isVote":1,"tweetType":1,"viewCount":9366,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493972647236492","authorId":"3493972647236492","name":"yuripapa","avatar":"https://static.tigerbbs.com/8c5d74bc05fe5455fec398da15a1fda9","crmLevel":2,"crmLevelSwitch":0,"idStr":"3493972647236492","authorIdStr":"3493972647236492"},"content":"伯克希尔过分关注股票市场了，还是桥水的结构更稳妥些","text":"伯克希尔过分关注股票市场了，还是桥水的结构更稳妥些","html":"伯克希尔过分关注股票市场了，还是桥水的结构更稳妥些"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":270772331057384,"gmtCreate":1707144293157,"gmtModify":1707226802065,"author":{"id":"180489801557520","authorId":"180489801557520","name":"WstreetBoy","avatar":"https://static.tigerbbs.com/a5bdb04928d2d6be59db4dc28c049cea","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"180489801557520","authorIdStr":"180489801557520"},"themes":[],"htmlText":"<a 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