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AlexWay
人生就是一场投资,学习、实战、复盘。
IP属地:浙江
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AlexWay
08-06 14:29
$小鹏汽车-W(09868)$
有预感,这次P7会大卖,价格不会太高,大概率跟现款p7i持平。
AlexWay
07-28
$小鹏汽车-W(09868)$
the next p7开始宣发了,加仓
AlexWay
06-30
$小米集团-W(01810)$
果然猜对了,yu7上市,利好兑现,前期的涨幅已经包含对yu7爆款的预期了,会到阶段顶,还好及时抛了。 接下来等回调,下一次上升期应该是在D17的发布了。
AlexWay
06-19
交易所都被炸了,哈哈哈哈😁😬
AlexWay
05-28
以前我也会把自己带入,自我感动~后来发现,其实中国航天一直默默进行着这种实验,只是没有那么多新闻报道、没有那么多自我感动的小作文、没有那么多自媒体在煽情~
抱歉,原内容已删除
AlexWay
05-22
标配激光雷达、索尔芯片、800v…配置拉满了,价格便宜不了
抱歉,原内容已删除
AlexWay
05-19
$小米集团-W(01810)$
准备迎接阐教的饱和式攻击!3nm即将被打成没用的技术、境外势力的买办企业!比亚迪、特斯拉经历疯狂抹黑,小米一个都不会少!
AlexWay
03-24
$小米集团-W(01810)$
你们从增发看到的是暴跌,我看到的是产能要进入大扩张了~用15到20年的时间,进入全球前5,产能是最大的瓶颈之一~看看前年的小鹏就知道了
AlexWay
03-17
$小米集团-W(01810)$
这次我决定赌一把!明天财报,手机、电车销量都是明牌,按道理讲明天应该是利好出进后会有一波回调,今天清仓应该是比较合适的。不过我还是坚定看好小米上80,今天不清仓了。赌一把,大不了回调10个点…
AlexWay
03-11
雷军2023年的时候说用15到20年的时间成为全球汽车产量前五,当时大家都在笑话他吹牛逼,在今天的2025年,你们还会觉得他是在吹牛逼吗?yu7、d17站稳后股价会上一个台阶,启动全球化后会再上一个台阶…去年清仓特斯拉,现在allin小米。虽然大概率会在yu7阶段到顶出现抛售,但是把握不好底在哪里。干脆锁死,卸载老虎,5年后再见!
AlexWay
03-11
yu7上市当天才会到阶段顶,随后会有一波抛售,下一个顶在D17发布前,2025年内看好到90。至于能到多高,还得看D17,
AlexWay
03-05
从ap到4680,到cybertrunck,再到刚fsd落地中国被现实打脸,牛逼吹得一个比一个响,中国的特教徒们一天天自我感动,就是不愿意承认tesla明显产品力不足。几年前我就说过,tesla是mask的基本盘,靠着信仰可以骗几天,但骗不了一辈子,只是这个“几天”比我想的要短很多…如果tesla不改变产品力拉胯的基本现状,再多的神话也于事无补(今年已清仓)
抱歉,原内容已删除
AlexWay
02-24
$特斯拉(TSLA)$
model3在中国已经被su7给终结了,yu7上市两年后解决产能问题后,会终结modely在中国的辉煌。
抱歉,原内容已删除
AlexWay
02-20
财报本身不足以支撑十几个点的涨幅,重点在于这段:阿里巴巴未来三年集团在云和AI的基础设施投入预期将超越过去10年的总和。 阿里在基础设施、基础大模型上的投入,是希望复制过去在云上的成功,成为AI时代的“云厂商”。
AlexWay
02-14
$小米集团-W(01810)$
高端局都是惺惺相惜…相比较隔壁某品牌一连好几天歇斯底里阴阳怪气迪子的全民智驾
$比亚迪(002594)$
AlexWay
02-07
su7一炮而红,yu7乘胜追击稳固基本盘,然而真正的奠定小米股价的,将是明年15万级别代号为D17的大型增程SUV,这将是小米真正走量的车型,拭目以待!
$小米集团-W(01810)$
AlexWay
01-28
不懂装懂…那不叫实时性…那就是个普通的rag而已…
@WGJJS:
$英伟达(NVDA)$
使用DS和kimi等,做了比对,DS在实时信息方面是表现差的,比如问今天英伟达暴跌的原因,它就回答不了,kimi,豆包都可以回答 这也是多头们觉得DS不值一提的原因。 不过,搞错重点啊,重点是DS部署成本低啊!不用那么好的卡,也不用那么多钱!
AlexWay
01-02
小鹏哪门子子品牌!张口就来
AlexWay
2024-11-05
$理想汽车(LI)$
2024年11月5日,美国大选开奖前一天,很多认识的大佬清仓了,以防出现剧烈波动。美股总体平静,中概上涨。大家都在赌中央出台大规模刺激政策,预计A股将会迎来一波小阳春,至于阳多久,就不好说了,静待验证。
AlexWay
2024-10-31
$理想汽车(LI)$
赌失败了,这次利润率、营收都超预期,只是4季度销量指引未达预期就暴跌12个点,着实费解!
@AlexWay:
$理想汽车(LI)$
2024年10月31日,理想发布季度财报前,上一交易日尾盘收涨,盘前下跌,舆论普遍反馈财报会超过预期,三季度财报后股价上涨。静待验证。
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有预感,这次P7会大卖,价格不会太高,大概率跟现款p7i持平。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/464635403653544","isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586834728643539","authorId":"3586834728643539","name":"十五的月亮十六元","avatar":"https://static.tigerbbs.com/5d490252e5871dd9026f3defd85d4e1e","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3586834728643539","idStr":"3586834728643539"},"content":"轿跑需求不是很大","text":"轿跑需求不是很大","html":"轿跑需求不是很大"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461671431311576,"gmtCreate":1753680821201,"gmtModify":1753680822496,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459914977411353","idStr":"3459914977411353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> the next p7开始宣发了,加仓","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> the next p7开始宣发了,加仓","text":"$小鹏汽车-W(09868)$ the next p7开始宣发了,加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/461671431311576","isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/2dc7bf7926181f840bb5dbcf6de7ec67","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"content":"哪来的新消息?","text":"哪来的新消息?","html":"哪来的新消息?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451488269599256,"gmtCreate":1751252066368,"gmtModify":1751252067700,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459914977411353","idStr":"3459914977411353"},"themes":[],"htmlText":"<a 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接下来等回调,下一次上升期应该是在D17的发布了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":2,"link":"https://laohu8.com/post/451488269599256","isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178242057112160","authorId":"4178242057112160","name":"平头哥11","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4178242057112160","idStr":"4178242057112160"},"content":"d17是啥","text":"d17是啥","html":"d17是啥"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447761238569672,"gmtCreate":1750339705563,"gmtModify":1750339707325,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459914977411353","idStr":"3459914977411353"},"themes":[],"htmlText":"交易所都被炸了,哈哈哈哈😁😬","listText":"交易所都被炸了,哈哈哈哈😁😬","text":"交易所都被炸了,哈哈哈哈😁😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447761238569672","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439934609309720,"gmtCreate":1748414618137,"gmtModify":1748414619527,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459914977411353","idStr":"3459914977411353"},"themes":[],"htmlText":"以前我也会把自己带入,自我感动~后来发现,其实中国航天一直默默进行着这种实验,只是没有那么多新闻报道、没有那么多自我感动的小作文、没有那么多自媒体在煽情~","listText":"以前我也会把自己带入,自我感动~后来发现,其实中国航天一直默默进行着这种实验,只是没有那么多新闻报道、没有那么多自我感动的小作文、没有那么多自媒体在煽情~","text":"以前我也会把自己带入,自我感动~后来发现,其实中国航天一直默默进行着这种实验,只是没有那么多新闻报道、没有那么多自我感动的小作文、没有那么多自媒体在煽情~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439934609309720","repostId":"1193063769","repostType":4,"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437799863563080,"gmtCreate":1747919893920,"gmtModify":1747919895792,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459914977411353","idStr":"3459914977411353"},"themes":[],"htmlText":"标配激光雷达、索尔芯片、800v…配置拉满了,价格便宜不了","listText":"标配激光雷达、索尔芯片、800v…配置拉满了,价格便宜不了","text":"标配激光雷达、索尔芯片、800v…配置拉满了,价格便宜不了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437799863563080","repostId":"1174957962","repostType":4,"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436710378307792,"gmtCreate":1747627510273,"gmtModify":1747630308809,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459914977411353","idStr":"3459914977411353"},"themes":[],"htmlText":"<a 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你们从增发看到的是暴跌,我看到的是产能要进入大扩张了~用15到20年的时间,进入全球前5,产能是最大的瓶颈之一~看看前年的小鹏就知道了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/416967614132472","isVote":1,"tweetType":1,"viewCount":1544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414434626596864,"gmtCreate":1742191475242,"gmtModify":1742191665606,"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459914977411353","idStr":"3459914977411353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 这次我决定赌一把!明天财报,手机、电车销量都是明牌,按道理讲明天应该是利好出进后会有一波回调,今天清仓应该是比较合适的。不过我还是坚定看好小米上80,今天不清仓了。赌一把,大不了回调10个点…","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 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