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苏打饼干
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IP属地:北京
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热门
苏打饼干
2021-06-01
$蔚来(NIO)$
继续持有。
苏打饼干
2020-11-13
$蔚来(NIO)$
感谢小伙伴们的,建议和提议
苏打饼干
2021-02-04
$蔚来(NIO)$
:$蔚来(NIO)$汽车将斥资55亿元人民币收购蔚来中国3.305%的股权。这应该是个利好的消息吧?
苏打饼干
2020-11-10
$蔚来(NIO)$
直奔50去了
苏打饼干
2020-11-02
$蔚来(NIO)$
拿到多少在出?小伙伴没给个建议。
苏打饼干
2020-02-27
$Co-diagnostics Inc.(CODX)$
还不错
苏打饼干
2021-01-11
$蔚来(NIO)$
长期持有,怎么也得坚持到100以上。
苏打饼干
2021-02-01
$Sundial Growers Inc.(SNDL)$
这个票大家给分析下,能持有吗
苏打饼干
2021-02-01
$蔚来(NIO)$
等着他突破60,就是过不去。耐心等
苏打饼干
2020-08-25
$蔚来(NIO)$
市值一定要赶上特斯拉
苏打饼干
2020-08-04
$蔚来(NIO)$
[开心] [财迷]
苏打饼干
2020-12-07
$Yalla Group(YALA)$
买一点试试水
苏打饼干
2021-02-02
$小米集团-W(01810)$
平仓,晚上买美股
苏打饼干
2021-02-20
$Castor Maritime, Inc.(CTRM)$
怕啥,耐心爬着。
苏打饼干
2020-07-06
$蔚来(NIO)$
特斯拉都一千多了,抓紧涨吧,涨到它的一半就行[开心]
苏打饼干
2020-06-30
$蔚来(NIO)$
涨吧
苏打饼干
2020-10-08
$蔚来(NIO)$
能不能突破??
苏打饼干
2020-02-28
$Co-diagnostics Inc.(CODX)$
今天抗到25
苏打饼干
2021-02-16
看好蔚来,持续持有,看来又要开始涨了
@大海六六發:重磅:蔚来换电站迎来神秘重要嘉宾
去老虎APP查看更多动态
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过年回老家和老家的朋友聊天喝茶,他就谈到这几年他所在行业所经历的痛苦,他在13,14,15年这三年的时候挣了上千万(仿古家具),他自己分析主要是客户需求及大量展厅需要。我认为一个不可忽视的原因是行业伴随房地产一起处于高速发展期,新房子的入住本身就会促进家具的销售。家具展厅需要展品其实核心还是因为客户需求。 随着房地产遇冷,他的生意也开始逐渐下滑。叠加行业的恶性竞争(使用边角料以次充好),最后疫情防控的三年让他几乎把之前挣的几年全部回吐出来。家具工厂也开始裁员,控制成本。 10倍产能10倍利润? 后来我们复盘这次失败的原因是什么?我理解的是没做好风险控制,但他表面上还是不太愿承认,他认为1倍产能能挣200万,那10倍产能不就该挣2000万吗?在行业最高峰的时候,大力扩大产能。而仿古家具本身就是一个库存周转率不太快(流通太慢)的商品。最后大部分的成品全押在自己手上了。 扩产=追高,库存=套牢 我把这个案例在投资圈的朋友内做了一次交流,我们都觉得这个案例特别像二级市场里的追高。 大部分散户亏钱都是因为追高。押在自己手里的库存是不是也很像套牢的股票<a href=\"https://laohu8.com/S/NVFY\">$诺华家具(NVFY)$ </a><a href=\"https://laohu8.com/S/512200\">$房地产ETF(512200)$ </a><a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$ </a> 最后你觉得怎样可以控制好风险?欢迎评论区交流。 关注我,每天分享有料的商业知识,投资路上不迷路","listText":"钱挣到了你守得住吗? 过年回老家和老家的朋友聊天喝茶,他就谈到这几年他所在行业所经历的痛苦,他在13,14,15年这三年的时候挣了上千万(仿古家具),他自己分析主要是客户需求及大量展厅需要。我认为一个不可忽视的原因是行业伴随房地产一起处于高速发展期,新房子的入住本身就会促进家具的销售。家具展厅需要展品其实核心还是因为客户需求。 随着房地产遇冷,他的生意也开始逐渐下滑。叠加行业的恶性竞争(使用边角料以次充好),最后疫情防控的三年让他几乎把之前挣的几年全部回吐出来。家具工厂也开始裁员,控制成本。 10倍产能10倍利润? 后来我们复盘这次失败的原因是什么?我理解的是没做好风险控制,但他表面上还是不太愿承认,他认为1倍产能能挣200万,那10倍产能不就该挣2000万吗?在行业最高峰的时候,大力扩大产能。而仿古家具本身就是一个库存周转率不太快(流通太慢)的商品。最后大部分的成品全押在自己手上了。 扩产=追高,库存=套牢 我把这个案例在投资圈的朋友内做了一次交流,我们都觉得这个案例特别像二级市场里的追高。 大部分散户亏钱都是因为追高。押在自己手里的库存是不是也很像套牢的股票<a href=\"https://laohu8.com/S/NVFY\">$诺华家具(NVFY)$ </a><a href=\"https://laohu8.com/S/512200\">$房地产ETF(512200)$ </a><a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$ </a> 最后你觉得怎样可以控制好风险?欢迎评论区交流。 关注我,每天分享有料的商业知识,投资路上不迷路","text":"钱挣到了你守得住吗? 过年回老家和老家的朋友聊天喝茶,他就谈到这几年他所在行业所经历的痛苦,他在13,14,15年这三年的时候挣了上千万(仿古家具),他自己分析主要是客户需求及大量展厅需要。我认为一个不可忽视的原因是行业伴随房地产一起处于高速发展期,新房子的入住本身就会促进家具的销售。家具展厅需要展品其实核心还是因为客户需求。 随着房地产遇冷,他的生意也开始逐渐下滑。叠加行业的恶性竞争(使用边角料以次充好),最后疫情防控的三年让他几乎把之前挣的几年全部回吐出来。家具工厂也开始裁员,控制成本。 10倍产能10倍利润? 后来我们复盘这次失败的原因是什么?我理解的是没做好风险控制,但他表面上还是不太愿承认,他认为1倍产能能挣200万,那10倍产能不就该挣2000万吗?在行业最高峰的时候,大力扩大产能。而仿古家具本身就是一个库存周转率不太快(流通太慢)的商品。最后大部分的成品全押在自己手上了。 扩产=追高,库存=套牢 我把这个案例在投资圈的朋友内做了一次交流,我们都觉得这个案例特别像二级市场里的追高。 大部分散户亏钱都是因为追高。押在自己手里的库存是不是也很像套牢的股票$诺华家具(NVFY)$ $房地产ETF(512200)$ $中国恒大(03333)$ 最后你觉得怎样可以控制好风险?欢迎评论区交流。 关注我,每天分享有料的商业知识,投资路上不迷路","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626512499","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622075133,"gmtCreate":1675077087822,"gmtModify":1675077089958,"author":{"id":"3457597866974470","authorId":"3457597866974470","name":"苏打饼干","avatar":"https://static.laohu8.com/48a473e1eb54260a696d9694ca2cd06b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457597866974470","idStr":"3457597866974470"},"themes":[],"htmlText":"7","listText":"7","text":"7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622075133","repostId":"626401733","repostType":1,"repost":{"id":626401733,"gmtCreate":1674640261723,"gmtModify":1674640287447,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58341441844653","idStr":"58341441844653"},"themes":[],"title":"前景堪忧,微软给科技股破了一盆冷水!","htmlText":"微软盘后的股价可称得上魔幻,财报后直接一路飙了4.94%,就在一路媒体分析师纷纷唱好之际,谁知微软高管直接在电话会泼冷水,导致微软股价在盘后大跌,打响了科技股唱衰第一枪。那么这次财报到底怎么样?微软是否具备投资价值呢?微软财报怎么样?从关键数据来看,微软2023财年第二季度营收527.5亿美元,略微低于市场预期的529.4亿,同比增长2%,固定汇率下的增速为7%,为2016年以来的最低水平。对比往季增速,微软这季度的财报确实不给力,主要是受到去年同期有疫情红利造成的高基数影响,再加上今年宏观经济下行。再来看净利润,单从账面数据看,微软2023财年第二季度净利润164.3亿美元,同比下滑12%,四季度非GAAP口径下经调整的稀释后EPS为2.32美元,同比下降6%,分析师预期2.30美元,三季度同比下降约13.3%。而之所以造成净利润下滑主要原因还是在年底的大裁员上,就裁员相关的补偿达到了12亿美元。从营收和净利润表现来说应该算是不好不坏吧,按理说这个财报发完之后,估计也应该来波震荡,谁知股价蹭的一下就涨了,而之所以上涨实际上是投资者对于微软的业绩还是比较乐观的。分业务看,云时代微软的两大核心业务——以Azure为核心的智能云和以Office为主的生产力与商业流程业务四季度收入均高于市场预期,而以Windows和Surface个人电脑(PC)相关的业务收入逊于预期,PC业务的降幅达到两位数,也算是符合市场的预期。毕竟由疫情红利造成的高基数影响,随着封控解除,这部分业务也会逐渐回归疫情前的水准。包括Azure、GitHub、服务器产品、企业和云服务在内的“智能云”业务收入为215亿美元,同比增长18%,分析师预期214.3亿美元,三季度同比增长20%,以固定汇率计算,四季度收入增长24%;其中Azure和其他云服务的收入四季度同比增长31%,三季度同比增长35%;服务器产品和","listText":"微软盘后的股价可称得上魔幻,财报后直接一路飙了4.94%,就在一路媒体分析师纷纷唱好之际,谁知微软高管直接在电话会泼冷水,导致微软股价在盘后大跌,打响了科技股唱衰第一枪。那么这次财报到底怎么样?微软是否具备投资价值呢?微软财报怎么样?从关键数据来看,微软2023财年第二季度营收527.5亿美元,略微低于市场预期的529.4亿,同比增长2%,固定汇率下的增速为7%,为2016年以来的最低水平。对比往季增速,微软这季度的财报确实不给力,主要是受到去年同期有疫情红利造成的高基数影响,再加上今年宏观经济下行。再来看净利润,单从账面数据看,微软2023财年第二季度净利润164.3亿美元,同比下滑12%,四季度非GAAP口径下经调整的稀释后EPS为2.32美元,同比下降6%,分析师预期2.30美元,三季度同比下降约13.3%。而之所以造成净利润下滑主要原因还是在年底的大裁员上,就裁员相关的补偿达到了12亿美元。从营收和净利润表现来说应该算是不好不坏吧,按理说这个财报发完之后,估计也应该来波震荡,谁知股价蹭的一下就涨了,而之所以上涨实际上是投资者对于微软的业绩还是比较乐观的。分业务看,云时代微软的两大核心业务——以Azure为核心的智能云和以Office为主的生产力与商业流程业务四季度收入均高于市场预期,而以Windows和Surface个人电脑(PC)相关的业务收入逊于预期,PC业务的降幅达到两位数,也算是符合市场的预期。毕竟由疫情红利造成的高基数影响,随着封控解除,这部分业务也会逐渐回归疫情前的水准。包括Azure、GitHub、服务器产品、企业和云服务在内的“智能云”业务收入为215亿美元,同比增长18%,分析师预期214.3亿美元,三季度同比增长20%,以固定汇率计算,四季度收入增长24%;其中Azure和其他云服务的收入四季度同比增长31%,三季度同比增长35%;服务器产品和","text":"微软盘后的股价可称得上魔幻,财报后直接一路飙了4.94%,就在一路媒体分析师纷纷唱好之际,谁知微软高管直接在电话会泼冷水,导致微软股价在盘后大跌,打响了科技股唱衰第一枪。那么这次财报到底怎么样?微软是否具备投资价值呢?微软财报怎么样?从关键数据来看,微软2023财年第二季度营收527.5亿美元,略微低于市场预期的529.4亿,同比增长2%,固定汇率下的增速为7%,为2016年以来的最低水平。对比往季增速,微软这季度的财报确实不给力,主要是受到去年同期有疫情红利造成的高基数影响,再加上今年宏观经济下行。再来看净利润,单从账面数据看,微软2023财年第二季度净利润164.3亿美元,同比下滑12%,四季度非GAAP口径下经调整的稀释后EPS为2.32美元,同比下降6%,分析师预期2.30美元,三季度同比下降约13.3%。而之所以造成净利润下滑主要原因还是在年底的大裁员上,就裁员相关的补偿达到了12亿美元。从营收和净利润表现来说应该算是不好不坏吧,按理说这个财报发完之后,估计也应该来波震荡,谁知股价蹭的一下就涨了,而之所以上涨实际上是投资者对于微软的业绩还是比较乐观的。分业务看,云时代微软的两大核心业务——以Azure为核心的智能云和以Office为主的生产力与商业流程业务四季度收入均高于市场预期,而以Windows和Surface个人电脑(PC)相关的业务收入逊于预期,PC业务的降幅达到两位数,也算是符合市场的预期。毕竟由疫情红利造成的高基数影响,随着封控解除,这部分业务也会逐渐回归疫情前的水准。包括Azure、GitHub、服务器产品、企业和云服务在内的“智能云”业务收入为215亿美元,同比增长18%,分析师预期214.3亿美元,三季度同比增长20%,以固定汇率计算,四季度收入增长24%;其中Azure和其他云服务的收入四季度同比增长31%,三季度同比增长35%;服务器产品和","images":[{"img":"https://static.tigerbbs.com/7526fc6c4962054057b2500f588cc22e","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/0aee117e081c840924ab993144f3761c","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3f4d6f1eddeff136927b3bd91cd75019","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626401733","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622075313,"gmtCreate":1675077074532,"gmtModify":1675077076143,"author":{"id":"3457597866974470","authorId":"3457597866974470","name":"苏打饼干","avatar":"https://static.laohu8.com/48a473e1eb54260a696d9694ca2cd06b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457597866974470","idStr":"3457597866974470"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622075313","repostId":"626485052","repostType":1,"repost":{"id":626485052,"gmtCreate":1674712264476,"gmtModify":1674790586474,"author":{"id":"3536788665288456","authorId":"3536788665288456","name":"Patrick波波","avatar":"https://static.tigerbbs.com/b106b0e98b3ae9ddc6740fb237655761","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3536788665288456","idStr":"3536788665288456"},"themes":[],"title":"特斯拉2022 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