+关注
军师财经
英伟达拆股前80元持仓者
IP属地:广东
30
关注
4
粉丝
1
主题
0
勋章
主贴
热门
军师财经
03-28
$小米集团-W(01810)$
这次 投行54成本,小散慌个啥
军师财经
02-21
$特斯拉(TSLA)$
不值得这价
军师财经
2017-06-09
疯狂背后
$英伟达(NVDA)$我想知道,大家都盈利,利怎么来的
疯狂背后
军师财经
2017-03-02
巨亏企业靠搞事情顶着股价
$特斯拉(TSLA)$算了下平均每天亏1190万人民币
巨亏企业靠搞事情顶着股价
军师财经
05-14
$小米集团-W(01810)$
车主的事情是有预谋,有人搞小米
军师财经
04-02
$小米集团-W(01810)$
没补到仓,大家不要买,小米重大事故要倒闭了 空
军师财经
02-27
$特斯拉(TSLA)$
还有一倍下跌空间
军师财经
2020-02-21
$京东(JD)$
京东这个问题确实很严重,很早就听京东的合作伙伴抱怨
军师财经
04-04
$京东(JD)$
优质资产不惧砸盘
军师财经
2017-07-18
出货
$英伟达(NVDA)$出货好时机
出货
军师财经
2017-06-09
黑色周五?
$英伟达(NVDA)$难道要下跌
黑色周五?
军师财经
04-07
$小米集团-W(01810)$
一家美的+苹果+特斯拉的公司
军师财经
2017-02-27
$Advanced Micro Devices Inc.(AMD)$速度平仓见好就收
军师财经
05-13
$京东(JD)$
来个20%涨幅一步到
军师财经
2024-09-04
$拼多多(PDD)$
比英伟达还赚钱,市值是18分之一
军师财经
2021-07-27
$拼多多(PDD)$
长期看好
军师财经
2017-07-27
惨
$达美乐比萨(DPZ)$损失惨重
惨
军师财经
2017-03-01
$英伟达(NVDA)$g破一百追,最后一个机会
军师财经
05-14
$京东(JD)$
已经卸多多,改用京东
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3436919589882701","uuid":"3436919589882701","gmtCreate":1476633281567,"gmtModify":1747277812851,"name":"军师财经","pinyin":"jscjjunshicaijing","introduction":"","introductionEn":"","signature":"英伟达拆股前80元持仓者","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":30,"tweetSize":58,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":4,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.28%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.23%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":1,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":440089433289208,"gmtCreate":1748482556644,"gmtModify":1748482557771,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"好猛","listText":"好猛","text":"好猛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440089433289208","repostId":"439918073135712","repostType":1,"repost":{"id":439918073135712,"gmtCreate":1748347020000,"gmtModify":1748437286130,"author":{"id":"4178499927799402","authorId":"4178499927799402","name":"逍遥投资笔记","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178499927799402","authorIdStr":"4178499927799402"},"themes":[],"title":"小米2025年Q1财报解读-继续狂飙","htmlText":"01 — 经营概况 手机: 1、全球手机出货量4180万台,同比增长3%,手机出货量全球排名第三,市场份额14.1%,同比提升0.3个百分点,连续19个季度全球前三。 2、手机全球58个国家和地区出货量前三,全球68个国家和地区出货量前五。 3、手机大陆地区市场份额18.8%,时隔十年重回出货量第一。 4、大陆地区,3K以上手机销量占比25%,同比提升3.3个百分点;4K以上手机销量占比9.6%,同比提升2.9个百分点;4K-5K手机销量占比24.4%,同比提升4.6个百分点,市占率第一。 5、手机ASP 1211元,同比增加5.8%(去年同期ASP 1145元)。 6、线下零售店16000家,单季新增1000家,预计25年底达到2万家;未来五年海外新增1万家小米之家。 7、手机线下渠道销量市占率12.1%,同比提升3.2个百分点。 AIoT: 1、大家电收入同比增长113.8%。 2、空调出货量超110万台,同比增长超65%。 3、冰箱出货量超88万台,同比增长超65%。 4、洗衣机出货量超74万台,同比增长100%。 5、可穿戴腕表设备全球出货量第一,大陆出货量第一,TWS二级全球出货量第二,大陆出货量第一。 6、平板收入同比增长72.7%,平板产品全球出货量第三。 互联网: 1、广告业务收入66亿,同比增长19.7%,游戏收入12亿。 2、大陆地区互联网收入创历史新高达到64亿,同比增长14.8%。 汽车&创新: 1、汽车和创新业务收入186亿,其中电动车收入181亿,其他业务收入5亿。 2、汽车和创新业务经营亏损5亿,经营开支48亿元。 3、SU7交付75869辆,累计交付258000台,汽车ASP 238301元。 4、大陆地区65个城市开设了235家汽车销售门店。 其他信息: 1、研发支出67亿,同比增长30.1%;研发人员21731人,占总人数比例47","listText":"01 — 经营概况 手机: 1、全球手机出货量4180万台,同比增长3%,手机出货量全球排名第三,市场份额14.1%,同比提升0.3个百分点,连续19个季度全球前三。 2、手机全球58个国家和地区出货量前三,全球68个国家和地区出货量前五。 3、手机大陆地区市场份额18.8%,时隔十年重回出货量第一。 4、大陆地区,3K以上手机销量占比25%,同比提升3.3个百分点;4K以上手机销量占比9.6%,同比提升2.9个百分点;4K-5K手机销量占比24.4%,同比提升4.6个百分点,市占率第一。 5、手机ASP 1211元,同比增加5.8%(去年同期ASP 1145元)。 6、线下零售店16000家,单季新增1000家,预计25年底达到2万家;未来五年海外新增1万家小米之家。 7、手机线下渠道销量市占率12.1%,同比提升3.2个百分点。 AIoT: 1、大家电收入同比增长113.8%。 2、空调出货量超110万台,同比增长超65%。 3、冰箱出货量超88万台,同比增长超65%。 4、洗衣机出货量超74万台,同比增长100%。 5、可穿戴腕表设备全球出货量第一,大陆出货量第一,TWS二级全球出货量第二,大陆出货量第一。 6、平板收入同比增长72.7%,平板产品全球出货量第三。 互联网: 1、广告业务收入66亿,同比增长19.7%,游戏收入12亿。 2、大陆地区互联网收入创历史新高达到64亿,同比增长14.8%。 汽车&创新: 1、汽车和创新业务收入186亿,其中电动车收入181亿,其他业务收入5亿。 2、汽车和创新业务经营亏损5亿,经营开支48亿元。 3、SU7交付75869辆,累计交付258000台,汽车ASP 238301元。 4、大陆地区65个城市开设了235家汽车销售门店。 其他信息: 1、研发支出67亿,同比增长30.1%;研发人员21731人,占总人数比例47","text":"01 — 经营概况 手机: 1、全球手机出货量4180万台,同比增长3%,手机出货量全球排名第三,市场份额14.1%,同比提升0.3个百分点,连续19个季度全球前三。 2、手机全球58个国家和地区出货量前三,全球68个国家和地区出货量前五。 3、手机大陆地区市场份额18.8%,时隔十年重回出货量第一。 4、大陆地区,3K以上手机销量占比25%,同比提升3.3个百分点;4K以上手机销量占比9.6%,同比提升2.9个百分点;4K-5K手机销量占比24.4%,同比提升4.6个百分点,市占率第一。 5、手机ASP 1211元,同比增加5.8%(去年同期ASP 1145元)。 6、线下零售店16000家,单季新增1000家,预计25年底达到2万家;未来五年海外新增1万家小米之家。 7、手机线下渠道销量市占率12.1%,同比提升3.2个百分点。 AIoT: 1、大家电收入同比增长113.8%。 2、空调出货量超110万台,同比增长超65%。 3、冰箱出货量超88万台,同比增长超65%。 4、洗衣机出货量超74万台,同比增长100%。 5、可穿戴腕表设备全球出货量第一,大陆出货量第一,TWS二级全球出货量第二,大陆出货量第一。 6、平板收入同比增长72.7%,平板产品全球出货量第三。 互联网: 1、广告业务收入66亿,同比增长19.7%,游戏收入12亿。 2、大陆地区互联网收入创历史新高达到64亿,同比增长14.8%。 汽车&创新: 1、汽车和创新业务收入186亿,其中电动车收入181亿,其他业务收入5亿。 2、汽车和创新业务经营亏损5亿,经营开支48亿元。 3、SU7交付75869辆,累计交付258000台,汽车ASP 238301元。 4、大陆地区65个城市开设了235家汽车销售门店。 其他信息: 1、研发支出67亿,同比增长30.1%;研发人员21731人,占总人数比例47","images":[{"img":"https://static.tigerbbs.com/131f5aeecb714754913bf958c60db005"},{"img":"https://static.tigerbbs.com/db84d82ba802445282ea99500303282c"},{"img":"https://static.tigerbbs.com/7b56334c8eae439585e3c8831fac931b"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439918073135712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439489427275960,"gmtCreate":1748316003261,"gmtModify":1748316004351,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a>","text":"$京东集团-SW(09618)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439489427275960","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435635382739192,"gmtCreate":1747365919441,"gmtModify":1747365920719,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 大盘不行","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 大盘不行","text":"$小米集团-W(01810)$ 大盘不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435635382739192","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435226918609752,"gmtCreate":1747275880548,"gmtModify":1747278313000,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"title":"京东做多窗口已至:低估值、高成长与社会责任共振,做多逻辑强 ","htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 一、超预期财报验证增长韧性,核心业务持续领跑 京东2025年Q1财报显示: 收入3011亿元(+15.8%),增速创近三年新高,远超行业平均(3.4倍); 调整后净利润128亿元(+43.4%),零售经营利润率提升至4.9%(+0.8pct); 活跃用户连续6个季度双位数增长(增速>20%),第三方商家成交用户数及订单量同步提升。 核心驱动力: 1. 3C家电强势复苏:带电品类收入增长17.1%,受益于“以旧换新”政策扩围(手机、平板首次纳入国补); 2. 供应链效率优化:物流收入470亿元(+11.5%),仓储自动化率提升带动毛利率改善; 3. 全球化布局加速:欧洲Joybuy试运营、柬埔寨/澳大利亚站点开通,全球售包邮区覆盖9国。 二、低PE(8-9倍)凸显严重低估,安全边际充足 截至2025年5月,京东动态PE仅8-9倍,显著低于同业(阿里30倍、拼多多11倍),且具备: 高股息+回购支撑:2024年股东回报率达7.6%(股息2.2%+回购5.4%),50亿美元新回购计划提供底部支撑; 现金流健康:账面净现金1314亿元,可覆盖未来3年资本开支; 机构目标价上行:国信证券给予港股目标价193-205港元(较现价+8%~15%)。 市场误判点:短期新业务(如外卖)亏损被放大,但战略投入正拉动用户增长与生态协同。 三、社会责任成ESG溢价核心,塑","listText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 一、超预期财报验证增长韧性,核心业务持续领跑 京东2025年Q1财报显示: 收入3011亿元(+15.8%),增速创近三年新高,远超行业平均(3.4倍); 调整后净利润128亿元(+43.4%),零售经营利润率提升至4.9%(+0.8pct); 活跃用户连续6个季度双位数增长(增速>20%),第三方商家成交用户数及订单量同步提升。 核心驱动力: 1. 3C家电强势复苏:带电品类收入增长17.1%,受益于“以旧换新”政策扩围(手机、平板首次纳入国补); 2. 供应链效率优化:物流收入470亿元(+11.5%),仓储自动化率提升带动毛利率改善; 3. 全球化布局加速:欧洲Joybuy试运营、柬埔寨/澳大利亚站点开通,全球售包邮区覆盖9国。 二、低PE(8-9倍)凸显严重低估,安全边际充足 截至2025年5月,京东动态PE仅8-9倍,显著低于同业(阿里30倍、拼多多11倍),且具备: 高股息+回购支撑:2024年股东回报率达7.6%(股息2.2%+回购5.4%),50亿美元新回购计划提供底部支撑; 现金流健康:账面净现金1314亿元,可覆盖未来3年资本开支; 机构目标价上行:国信证券给予港股目标价193-205港元(较现价+8%~15%)。 市场误判点:短期新业务(如外卖)亏损被放大,但战略投入正拉动用户增长与生态协同。 三、社会责任成ESG溢价核心,塑","text":"$京东集团-SW(09618)$ 一、超预期财报验证增长韧性,核心业务持续领跑 京东2025年Q1财报显示: 收入3011亿元(+15.8%),增速创近三年新高,远超行业平均(3.4倍); 调整后净利润128亿元(+43.4%),零售经营利润率提升至4.9%(+0.8pct); 活跃用户连续6个季度双位数增长(增速>20%),第三方商家成交用户数及订单量同步提升。 核心驱动力: 1. 3C家电强势复苏:带电品类收入增长17.1%,受益于“以旧换新”政策扩围(手机、平板首次纳入国补); 2. 供应链效率优化:物流收入470亿元(+11.5%),仓储自动化率提升带动毛利率改善; 3. 全球化布局加速:欧洲Joybuy试运营、柬埔寨/澳大利亚站点开通,全球售包邮区覆盖9国。 二、低PE(8-9倍)凸显严重低估,安全边际充足 截至2025年5月,京东动态PE仅8-9倍,显著低于同业(阿里30倍、拼多多11倍),且具备: 高股息+回购支撑:2024年股东回报率达7.6%(股息2.2%+回购5.4%),50亿美元新回购计划提供底部支撑; 现金流健康:账面净现金1314亿元,可覆盖未来3年资本开支; 机构目标价上行:国信证券给予港股目标价193-205港元(较现价+8%~15%)。 市场误判点:短期新业务(如外卖)亏损被放大,但战略投入正拉动用户增长与生态协同。 三、社会责任成ESG溢价核心,塑","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435226918609752","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435217379455288,"gmtCreate":1747274027707,"gmtModify":1747275913879,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"title":"京东深度投资价值分析:低估值、高成长与社会责任共振,做多逻辑强 \n\n\n","htmlText":"一、超预期财报验证增长韧性,核心业务持续领跑 京东2025年Q1财报显示: 收入3011亿元(+15.8%),增速创近三年新高,远超行业平均(3.4倍); 调整后净利润128亿元(+43.4%),零售经营利润率提升至4.9%(+0.8pct); 活跃用户连续6个季度双位数增长(增速>20%),第三方商家成交用户数及订单量同步提升。 核心驱动力: 1. 3C家电强势复苏:带电品类收入增长17.1%,受益于“以旧换新”政策扩围(手机、平板首次纳入国补); 2. 供应链效率优化:物流收入470亿元(+11.5%),仓储自动化率提升带动毛利率改善; 3. 全球化布局加速:欧洲Joybuy试运营、柬埔寨/澳大利亚站点开通,全球售包邮区覆盖9国。 二、低PE(8-9倍)凸显严重低估,安全边际充足 截至2025年5月,京东动态PE仅8-9倍,显著低于同业(阿里15倍、拼多多10倍),且具备: 高股息+回购支撑:2024年股东回报率达7.6%(股息2.2%+回购5.4%),50亿美元新回购计划提供底部支撑; 现金流健康:账面净现金1314亿元,可覆盖未来3年资本开支; 机构目标价上行:国信证券给予港股目标价193-205港元(较现价+8%~15%)。 市场误判点:短期新业务(如外卖)亏损被放大,但战略投入正拉动用户增长与生态协同。 三、社会责任成ESG溢价核心,塑造长期竞争力 京东的ESG实践已从成本项转化为差异化优势: 1. 应急供应链标杆:获评“防灾","listText":"一、超预期财报验证增长韧性,核心业务持续领跑 京东2025年Q1财报显示: 收入3011亿元(+15.8%),增速创近三年新高,远超行业平均(3.4倍); 调整后净利润128亿元(+43.4%),零售经营利润率提升至4.9%(+0.8pct); 活跃用户连续6个季度双位数增长(增速>20%),第三方商家成交用户数及订单量同步提升。 核心驱动力: 1. 3C家电强势复苏:带电品类收入增长17.1%,受益于“以旧换新”政策扩围(手机、平板首次纳入国补); 2. 供应链效率优化:物流收入470亿元(+11.5%),仓储自动化率提升带动毛利率改善; 3. 全球化布局加速:欧洲Joybuy试运营、柬埔寨/澳大利亚站点开通,全球售包邮区覆盖9国。 二、低PE(8-9倍)凸显严重低估,安全边际充足 截至2025年5月,京东动态PE仅8-9倍,显著低于同业(阿里15倍、拼多多10倍),且具备: 高股息+回购支撑:2024年股东回报率达7.6%(股息2.2%+回购5.4%),50亿美元新回购计划提供底部支撑; 现金流健康:账面净现金1314亿元,可覆盖未来3年资本开支; 机构目标价上行:国信证券给予港股目标价193-205港元(较现价+8%~15%)。 市场误判点:短期新业务(如外卖)亏损被放大,但战略投入正拉动用户增长与生态协同。 三、社会责任成ESG溢价核心,塑造长期竞争力 京东的ESG实践已从成本项转化为差异化优势: 1. 应急供应链标杆:获评“防灾","text":"一、超预期财报验证增长韧性,核心业务持续领跑 京东2025年Q1财报显示: 收入3011亿元(+15.8%),增速创近三年新高,远超行业平均(3.4倍); 调整后净利润128亿元(+43.4%),零售经营利润率提升至4.9%(+0.8pct); 活跃用户连续6个季度双位数增长(增速>20%),第三方商家成交用户数及订单量同步提升。 核心驱动力: 1. 3C家电强势复苏:带电品类收入增长17.1%,受益于“以旧换新”政策扩围(手机、平板首次纳入国补); 2. 供应链效率优化:物流收入470亿元(+11.5%),仓储自动化率提升带动毛利率改善; 3. 全球化布局加速:欧洲Joybuy试运营、柬埔寨/澳大利亚站点开通,全球售包邮区覆盖9国。 二、低PE(8-9倍)凸显严重低估,安全边际充足 截至2025年5月,京东动态PE仅8-9倍,显著低于同业(阿里15倍、拼多多10倍),且具备: 高股息+回购支撑:2024年股东回报率达7.6%(股息2.2%+回购5.4%),50亿美元新回购计划提供底部支撑; 现金流健康:账面净现金1314亿元,可覆盖未来3年资本开支; 机构目标价上行:国信证券给予港股目标价193-205港元(较现价+8%~15%)。 市场误判点:短期新业务(如外卖)亏损被放大,但战略投入正拉动用户增长与生态协同。 三、社会责任成ESG溢价核心,塑造长期竞争力 京东的ESG实践已从成本项转化为差异化优势: 1. 应急供应链标杆:获评“防灾","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435217379455288","isVote":1,"tweetType":1,"viewCount":3157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435040525295680,"gmtCreate":1747230871193,"gmtModify":1747231090637,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"想要低价买京东只能靠文章 [强] [强] [强]","listText":"想要低价买京东只能靠文章 [强] [强] [强]","text":"想要低价买京东只能靠文章 [强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435040525295680","isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435041406370000,"gmtCreate":1747230797237,"gmtModify":1747231090386,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 已经卸多多,改用京东","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 已经卸多多,改用京东","text":"$京东(JD)$ 已经卸多多,改用京东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435041406370000","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434815666721056,"gmtCreate":1747190030418,"gmtModify":1747190031692,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 加仓祝yu7大卖","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 加仓祝yu7大卖","text":"$小米集团-W(01810)$ 加仓祝yu7大卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434815666721056","isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434802932691312,"gmtCreate":1747187045391,"gmtModify":1747187046718,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 车主的事情是有预谋,有人搞小米","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 车主的事情是有预谋,有人搞小米","text":"$小米集团-W(01810)$ 车主的事情是有预谋,有人搞小米","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/434802932691312","isVote":1,"tweetType":1,"viewCount":1918,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518174489286115","authorId":"3518174489286115","name":"洒落秋阳","avatar":"https://static.tigerbbs.com/2ad98e25badbb4648d73730171418e4a","crmLevel":9,"crmLevelSwitch":0,"idStr":"3518174489286115","authorIdStr":"3518174489286115"},"content":"出门在外身份都是自己给的","text":"出门在外身份都是自己给的","html":"出门在外身份都是自己给的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434651996688536,"gmtCreate":1747149635535,"gmtModify":1747149636780,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 来个20%涨幅一步到","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 来个20%涨幅一步到","text":"$京东(JD)$ 来个20%涨幅一步到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434651996688536","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433060204437712,"gmtCreate":1746761341726,"gmtModify":1746761524077,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a> 京东被狙击了散户加油","listText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a> 京东被狙击了散户加油","text":"$京东集团-SW(09618)$ 京东被狙击了散户加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433060204437712","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432480300319416,"gmtCreate":1746596136696,"gmtModify":1746596138517,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 外资来了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 外资来了","text":"$小米集团-W(01810)$ 外资来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432480300319416","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429391527388024,"gmtCreate":1745853519914,"gmtModify":1745853521183,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 空","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$ </a> 空","text":"$小马智行(PONY)$ 空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429391527388024","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421861401608368,"gmtCreate":1744029690853,"gmtModify":1744031567697,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"无脑砸盘,就算不出口老美,也占gdp不了几个点,自乱阵脚,拉起来抽全世界的水","listText":"无脑砸盘,就算不出口老美,也占gdp不了几个点,自乱阵脚,拉起来抽全世界的水","text":"无脑砸盘,就算不出口老美,也占gdp不了几个点,自乱阵脚,拉起来抽全世界的水","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421861401608368","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421794036077192,"gmtCreate":1744008251990,"gmtModify":1744008253334,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 一家美的+苹果+特斯拉的公司","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 一家美的+苹果+特斯拉的公司","text":"$小米集团-W(01810)$ 一家美的+苹果+特斯拉的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/421794036077192","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567577767954158","authorId":"3567577767954158","name":"过眼云烟9393","avatar":"https://static.tigerbbs.com/4b0c14f23c03d4adb608a15d352cbf98","crmLevel":5,"crmLevelSwitch":1,"idStr":"3567577767954158","authorIdStr":"3567577767954158"},"content":"倒不如说贴牌美的,贴牌达不到苹果,车也就纳智捷,抄的不错","text":"倒不如说贴牌美的,贴牌达不到苹果,车也就纳智捷,抄的不错","html":"倒不如说贴牌美的,贴牌达不到苹果,车也就纳智捷,抄的不错"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421728542552624,"gmtCreate":1743991943526,"gmtModify":1743991944886,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 好多外资在买","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 好多外资在买","text":"$小米集团-W(01810)$ 好多外资在买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421728542552624","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421727094186520,"gmtCreate":1743991877890,"gmtModify":1743993737603,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a> 京东一股不卖","listText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a> 京东一股不卖","text":"$京东集团-SW(09618)$ 京东一股不卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421727094186520","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420856991846736,"gmtCreate":1743778928722,"gmtModify":1743778930323,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 优质资产不惧砸盘","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 优质资产不惧砸盘","text":"$京东(JD)$ 优质资产不惧砸盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420856991846736","isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420376234557696,"gmtCreate":1743661694116,"gmtModify":1743661696039,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"等等我上车啊","listText":"等等我上车啊","text":"等等我上车啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420376234557696","repostId":"420369536049432","repostType":1,"repost":{"id":420369536049432,"gmtCreate":1743660322634,"gmtModify":1743662797431,"author":{"id":"3493291024491772","authorId":"3493291024491772","name":"老大不在家","avatar":"https://static.tigerbbs.com/bf8334597d79297844bc8dafe706ae19","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493291024491772","authorIdStr":"3493291024491772"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 非常的高兴,今天又买了一点,太好了。这股票卖了就后悔,买了很高兴。如果不是这次炒作,小米能跌这么多吗?感谢空军。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 非常的高兴,今天又买了一点,太好了。这股票卖了就后悔,买了很高兴。如果不是这次炒作,小米能跌这么多吗?感谢空军。","text":"$小米集团-W(01810)$ 非常的高兴,今天又买了一点,太好了。这股票卖了就后悔,买了很高兴。如果不是这次炒作,小米能跌这么多吗?感谢空军。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420369536049432","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420362462396984,"gmtCreate":1743658195705,"gmtModify":1743658197193,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"内需扩大","listText":"内需扩大","text":"内需扩大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420362462396984","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":418158366470480,"gmtCreate":1743130525083,"gmtModify":1743130526661,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>这次 投行54成本,小散慌个啥","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>这次 投行54成本,小散慌个啥","text":"$小米集团-W(01810)$ 这次 投行54成本,小散慌个啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/418158366470480","isVote":1,"tweetType":1,"viewCount":6028,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087883810201120","authorId":"4087883810201120","name":"囤票","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4087883810201120","authorIdStr":"4087883810201120"},"content":"他们当天就卖了吧 600亿的天量","text":"他们当天就卖了吧 600亿的天量","html":"他们当天就卖了吧 600亿的天量"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406002185199872,"gmtCreate":1740148283538,"gmtModify":1740148284830,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 不值得这价","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 不值得这价","text":"$特斯拉(TSLA)$ 不值得这价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406002185199872","isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":64834,"gmtCreate":1497016092484,"gmtModify":1704877616729,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"title":"疯狂背后","htmlText":"$英伟达(NVDA)$我想知道,大家都盈利,利怎么来的","listText":"$英伟达(NVDA)$我想知道,大家都盈利,利怎么来的","text":"$英伟达(NVDA)$我想知道,大家都盈利,利怎么来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/64834","isVote":1,"tweetType":1,"viewCount":3108,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3438554599376370","authorId":"3438554599376370","name":"依米花","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3438554599376370","authorIdStr":"3438554599376370"},"content":"只能观赏了","text":"只能观赏了","html":"只能观赏了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":46934,"gmtCreate":1488466671082,"gmtModify":1704875384554,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"title":"巨亏企业靠搞事情顶着股价","htmlText":"$特斯拉(TSLA)$算了下平均每天亏1190万人民币","listText":"$特斯拉(TSLA)$算了下平均每天亏1190万人民币","text":"$特斯拉(TSLA)$算了下平均每天亏1190万人民币","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/46934","isVote":1,"tweetType":1,"viewCount":1602,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"240701938947822","authorId":"240701938947822","name":"壹念之間","avatar":"https://static.laohu8.com/7aadedd0c36aa9b3025fb5a625c1dd97","crmLevel":1,"crmLevelSwitch":0,"idStr":"240701938947822","authorIdStr":"240701938947822"},"content":"中国高速公路2015年平均每天亏损8.7亿,这年代拦路打劫的都能亏,就别bb了","text":"中国高速公路2015年平均每天亏损8.7亿,这年代拦路打劫的都能亏,就别bb了","html":"中国高速公路2015年平均每天亏损8.7亿,这年代拦路打劫的都能亏,就别bb了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434802932691312,"gmtCreate":1747187045391,"gmtModify":1747187046718,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 车主的事情是有预谋,有人搞小米","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 车主的事情是有预谋,有人搞小米","text":"$小米集团-W(01810)$ 车主的事情是有预谋,有人搞小米","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/434802932691312","isVote":1,"tweetType":1,"viewCount":1918,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518174489286115","authorId":"3518174489286115","name":"洒落秋阳","avatar":"https://static.tigerbbs.com/2ad98e25badbb4648d73730171418e4a","crmLevel":9,"crmLevelSwitch":0,"idStr":"3518174489286115","authorIdStr":"3518174489286115"},"content":"出门在外身份都是自己给的","text":"出门在外身份都是自己给的","html":"出门在外身份都是自己给的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419960284738192,"gmtCreate":1743560781075,"gmtModify":1743560917339,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 没补到仓,大家不要买,小米重大事故要倒闭了 空","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 没补到仓,大家不要买,小米重大事故要倒闭了 空","text":"$小米集团-W(01810)$ 没补到仓,大家不要买,小米重大事故要倒闭了 空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/419960284738192","isVote":1,"tweetType":1,"viewCount":2650,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496754458299931","authorId":"3496754458299931","name":"VIKA","avatar":"https://static.tigerbbs.com/2c520166e5a1ccd921464e780216fbab","crmLevel":1,"crmLevelSwitch":0,"idStr":"3496754458299931","authorIdStr":"3496754458299931"},"content":"按照你这个逻辑,汽车就不应该存在","text":"按照你这个逻辑,汽车就不应该存在","html":"按照你这个逻辑,汽车就不应该存在"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408023146533200,"gmtCreate":1740629532104,"gmtModify":1740629533359,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 还有一倍下跌空间","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 还有一倍下跌空间","text":"$特斯拉(TSLA)$ 还有一倍下跌空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/408023146533200","isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"下跌通道,除非教主放弃从政或者跌到市场共识不然空就完事了","text":"下跌通道,除非教主放弃从政或者跌到市场共识不然空就完事了","html":"下跌通道,除非教主放弃从政或者跌到市场共识不然空就完事了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980833252,"gmtCreate":1582290509176,"gmtModify":1704346325911,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 京东这个问题确实很严重,很早就听京东的合作伙伴抱怨","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 京东这个问题确实很严重,很早就听京东的合作伙伴抱怨","text":"$京东(JD)$ 京东这个问题确实很严重,很早就听京东的合作伙伴抱怨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/980833252","isVote":1,"tweetType":1,"viewCount":8275,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517803497552902","authorId":"3517803497552902","name":"卖完睡觉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3517803497552902","authorIdStr":"3517803497552902"},"content":"我也听美团的外卖商家抱怨美团抽成巨高.那又怎样,只要京东稳稳把握住质量售后电商口碑第一的称号.对商家押款期什么手段的,谁在他这个位置干的事一样.","text":"我也听美团的外卖商家抱怨美团抽成巨高.那又怎样,只要京东稳稳把握住质量售后电商口碑第一的称号.对商家押款期什么手段的,谁在他这个位置干的事一样.","html":"我也听美团的外卖商家抱怨美团抽成巨高.那又怎样,只要京东稳稳把握住质量售后电商口碑第一的称号.对商家押款期什么手段的,谁在他这个位置干的事一样."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420856991846736,"gmtCreate":1743778928722,"gmtModify":1743778930323,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 优质资产不惧砸盘","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 优质资产不惧砸盘","text":"$京东(JD)$ 优质资产不惧砸盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420856991846736","isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":75170,"gmtCreate":1500387043740,"gmtModify":1704878919533,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"title":"出货","htmlText":"$英伟达(NVDA)$出货好时机","listText":"$英伟达(NVDA)$出货好时机","text":"$英伟达(NVDA)$出货好时机","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/75170","isVote":1,"tweetType":1,"viewCount":2321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":64934,"gmtCreate":1497020902164,"gmtModify":1704877629263,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"title":"黑色周五?","htmlText":"$英伟达(NVDA)$难道要下跌","listText":"$英伟达(NVDA)$难道要下跌","text":"$英伟达(NVDA)$难道要下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/64934","isVote":1,"tweetType":1,"viewCount":2116,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454242766564638","authorId":"3454242766564638","name":"韭菜味","avatar":"https://static.tigerbbs.com/34e48fff0c5ecda88ab86a2f6b899bc9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3454242766564638","authorIdStr":"3454242766564638"},"content":"反手做空了","text":"反手做空了","html":"反手做空了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421794036077192,"gmtCreate":1744008251990,"gmtModify":1744008253334,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 一家美的+苹果+特斯拉的公司","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 一家美的+苹果+特斯拉的公司","text":"$小米集团-W(01810)$ 一家美的+苹果+特斯拉的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/421794036077192","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567577767954158","authorId":"3567577767954158","name":"过眼云烟9393","avatar":"https://static.tigerbbs.com/4b0c14f23c03d4adb608a15d352cbf98","crmLevel":5,"crmLevelSwitch":1,"idStr":"3567577767954158","authorIdStr":"3567577767954158"},"content":"倒不如说贴牌美的,贴牌达不到苹果,车也就纳智捷,抄的不错","text":"倒不如说贴牌美的,贴牌达不到苹果,车也就纳智捷,抄的不错","html":"倒不如说贴牌美的,贴牌达不到苹果,车也就纳智捷,抄的不错"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":46326,"gmtCreate":1488210756274,"gmtModify":1704875306002,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"$Advanced Micro Devices Inc.(AMD)$速度平仓见好就收","listText":"$Advanced Micro Devices Inc.(AMD)$速度平仓见好就收","text":"$Advanced Micro Devices Inc.(AMD)$速度平仓见好就收","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/46326","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"334529893476680","authorId":"334529893476680","name":"智愚哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"334529893476680","authorIdStr":"334529893476680"},"content":"你亏了吧?","text":"你亏了吧?","html":"你亏了吧?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434651996688536,"gmtCreate":1747149635535,"gmtModify":1747149636780,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 来个20%涨幅一步到","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 来个20%涨幅一步到","text":"$京东(JD)$ 来个20%涨幅一步到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434651996688536","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345828199485728,"gmtCreate":1725457500732,"gmtModify":1725457501956,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 比英伟达还赚钱,市值是18分之一","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 比英伟达还赚钱,市值是18分之一","text":"$拼多多(PDD)$ 比英伟达还赚钱,市值是18分之一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345828199485728","isVote":1,"tweetType":1,"viewCount":1820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803989277,"gmtCreate":1627400914399,"gmtModify":1627400914399,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>长期看好","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>长期看好","text":"$拼多多(PDD)$长期看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/803989277","isVote":1,"tweetType":1,"viewCount":3091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":78150,"gmtCreate":1501162939370,"gmtModify":1704879277834,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"title":"惨","htmlText":"$达美乐比萨(DPZ)$损失惨重","listText":"$达美乐比萨(DPZ)$损失惨重","text":"$达美乐比萨(DPZ)$损失惨重","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/78150","isVote":1,"tweetType":1,"viewCount":2072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":46561,"gmtCreate":1488309993333,"gmtModify":1704875334371,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"$英伟达(NVDA)$g破一百追,最后一个机会","listText":"$英伟达(NVDA)$g破一百追,最后一个机会","text":"$英伟达(NVDA)$g破一百追,最后一个机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/46561","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435041406370000,"gmtCreate":1747230797237,"gmtModify":1747231090386,"author":{"id":"3436919589882701","authorId":"3436919589882701","name":"军师财经","avatar":"https://static.tigerbbs.com/b2a8d966b9c53280d43a3f57e11cd7cc","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3436919589882701","authorIdStr":"3436919589882701"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 已经卸多多,改用京东","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 已经卸多多,改用京东","text":"$京东(JD)$ 已经卸多多,改用京东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435041406370000","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}