尼克猴的个人主页 - 老虎社区

尼克猴

尼克猴

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IP属地：北京

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2主题

0勋章

2020-08-27

$小鹏汽车(XPEV)$ 吊大的说下现在多少钱了？顺便预测下开盘多少钱

2020-07-18

$Histogenics Corporation(OCGN)$水贴，做任务，求评论求回复，求点赞。祝大家天天翻倍

2020-07-23

$趣活(QH)$这哥们啥时候是底啊

2020-12-03

$老虎证券(TIGR)$求回复，做任务，空起来

2020-11-30

$老虎证券(TIGR)$空起来，求点赞，做任务

2020-07-23

$Ascena(ASNA)$赌一把

2020-12-01

$一起教育科技(YQ)$求中签，求点赞

2020-11-24

$老虎证券(TIGR)$能雄起一次吗

2020-07-10

$趣活(QH)$预测开盘价，各位大佬来预测第一次申购，鬼使神差的申购了这个。也不知道哪根筋抽了，各位大佬们，来说说。申购300，能中几个？预测开盘价

2020-10-13

$洪恩教育(IH)$亏死了

2020-07-31

$老虎证券(TIGR)$ 【TIGER】尊敬的客户，理想汽车[LI]清算商正在进行分配中，老虎正在全力跟进处理，请您耐心等待。中签结果确定后，我们将第一时间通过短信通知您，请您悉知。敢不敢把新股分配了。。。。。。。。。。。。。。。。。。。。。

2020-11-23

$老虎证券(TIGR)$来个20

2020-10-09

$洪恩教育(IH)$吊大的说下，现场竞价多少钱了

2020-07-31

$理想汽车(LI)$ 12点20 客服告知还要半个小时，现在都45 分钟过去了。为毛还是没有到账，【TIGER】尊敬的客户，理想汽车[LI]清算商正在进行分配中，老虎正在全力跟进处理，请您耐心等待。中签结果确定后，我们将第一时间通过短信通知您，请您悉知。敢不敢把新股分配了。。。。。。。。。。。。。。。。。。。。。

2020-07-22

$Zomedica Pharmaceuticals Corp.(ZOM)$赌一把，大家来猜猜今天晚上能到多少

2020-07-11

$网易(NTES)$好无聊，空空空

2020-06-30

$BioNTech SE(BNTX)$今天能上75吗？

2021-02-10

$容联云(RAAS)$睡觉了

2020-11-30

这篇文章不错，转发给大家看看

@星辰大海的边界:击落“电动三傻”的会是什么？

2020-11-20

$逸仙电商(YSG)$哈哈

去老虎APP查看更多动态

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但同时，新势力的估值已经飙升到了一个恐怖的水平，蔚来汽车荣登美国散户交易榜第一名，网友将这三家新势力戏称为电动三傻。 下面这张图计算了各家车企的销量、市值、收入（为了考虑新势力的成长性，我们选取蔚来理想小鹏的2020年预测收入和销量，和其他车企的2019年数据进行对比）。 单车销售市值是一个公允衡量估值的指标，我们看到，小鹏、理想、蔚来的单车销售市值是大众汽车的180~400倍，是特斯拉的2.5~5倍！  凭啥？同样卖一辆车，电动车就比燃油车值钱几百倍，电动车小弟比老大值钱几倍。 当然，成长股投资者可以说，我们赌的是趋势，赌的是终局，现在的销量都只是小荷尖尖，这个逻辑貌似目前也没法证伪。 我也一直在反思，击落电动三傻离谱估值的会是什么。 结果很简单：竞争格局。 聚义厅在竞争格局很重要：从鸦片想到化妆股中举过一个精彩的例子： “根据剑桥大学的资料记载，1830年代渣甸洋行的鸦片贸易利润是百分之几百。而1850-1860年代，渣甸洋行自有鸦片贸易利润是15%，代理经销鸦片的利润是4%。一个有着极度上瘾特征，不消费就要眼泪鼻涕满地打滚的品类，在打通上下游产业链后的利润率只有这个水平，放到现在还不如卖鸭脖子的。” 当壁垒消失，竞争格局恶化后，连贩鸦片这样的暴利生意都会变得平庸，时间的力量就是这么伟大。 而对于汽车新势力的竞争格局，最大的问题就出在：汽车的换车周期太长了，传统势力有充足的时间做出反击，从而使得竞争变得无比红海。 很多人举苹果和诺基亚的例子，说明新势力会如何在电动车的战场上把老玩家打的丢盔弃甲。 但他们忽略了一个关键的差异：汽车的换车周期在10年左右，而手机的换机周期只有2年。 苹果干诺基亚，可以打闪电战，","listText":"今年环球资本市场最闪亮的星，无疑是蔚来汽车为代表的中国电动车新势力。蔚来用1年30倍的涨幅宣告，中国永远不缺商业神话，李斌这个2019年最惨的人也可以翻身。 但同时，新势力的估值已经飙升到了一个恐怖的水平，蔚来汽车荣登美国散户交易榜第一名，网友将这三家新势力戏称为电动三傻。 下面这张图计算了各家车企的销量、市值、收入（为了考虑新势力的成长性，我们选取蔚来理想小鹏的2020年预测收入和销量，和其他车企的2019年数据进行对比）。 单车销售市值是一个公允衡量估值的指标，我们看到，小鹏、理想、蔚来的单车销售市值是大众汽车的180~400倍，是特斯拉的2.5~5倍！  凭啥？同样卖一辆车，电动车就比燃油车值钱几百倍，电动车小弟比老大值钱几倍。 当然，成长股投资者可以说，我们赌的是趋势，赌的是终局，现在的销量都只是小荷尖尖，这个逻辑貌似目前也没法证伪。 我也一直在反思，击落电动三傻离谱估值的会是什么。 结果很简单：竞争格局。 聚义厅在竞争格局很重要：从鸦片想到化妆股中举过一个精彩的例子： “根据剑桥大学的资料记载，1830年代渣甸洋行的鸦片贸易利润是百分之几百。而1850-1860年代，渣甸洋行自有鸦片贸易利润是15%，代理经销鸦片的利润是4%。一个有着极度上瘾特征，不消费就要眼泪鼻涕满地打滚的品类，在打通上下游产业链后的利润率只有这个水平，放到现在还不如卖鸭脖子的。” 当壁垒消失，竞争格局恶化后，连贩鸦片这样的暴利生意都会变得平庸，时间的力量就是这么伟大。 而对于汽车新势力的竞争格局，最大的问题就出在：汽车的换车周期太长了，传统势力有充足的时间做出反击，从而使得竞争变得无比红海。 很多人举苹果和诺基亚的例子，说明新势力会如何在电动车的战场上把老玩家打的丢盔弃甲。 但他们忽略了一个关键的差异：汽车的换车周期在10年左右，而手机的换机周期只有2年。 苹果干诺基亚，可以打闪电战，","text":"今年环球资本市场最闪亮的星，无疑是蔚来汽车为代表的中国电动车新势力。蔚来用1年30倍的涨幅宣告，中国永远不缺商业神话，李斌这个2019年最惨的人也可以翻身。 但同时，新势力的估值已经飙升到了一个恐怖的水平，蔚来汽车荣登美国散户交易榜第一名，网友将这三家新势力戏称为电动三傻。 下面这张图计算了各家车企的销量、市值、收入（为了考虑新势力的成长性，我们选取蔚来理想小鹏的2020年预测收入和销量，和其他车企的2019年数据进行对比）。 单车销售市值是一个公允衡量估值的指标，我们看到，小鹏、理想、蔚来的单车销售市值是大众汽车的180~400倍，是特斯拉的2.5~5倍！ 凭啥？同样卖一辆车，电动车就比燃油车值钱几百倍，电动车小弟比老大值钱几倍。 当然，成长股投资者可以说，我们赌的是趋势，赌的是终局，现在的销量都只是小荷尖尖，这个逻辑貌似目前也没法证伪。 我也一直在反思，击落电动三傻离谱估值的会是什么。 结果很简单：竞争格局。 聚义厅在竞争格局很重要：从鸦片想到化妆股中举过一个精彩的例子： “根据剑桥大学的资料记载，1830年代渣甸洋行的鸦片贸易利润是百分之几百。而1850-1860年代，渣甸洋行自有鸦片贸易利润是15%，代理经销鸦片的利润是4%。一个有着极度上瘾特征，不消费就要眼泪鼻涕满地打滚的品类，在打通上下游产业链后的利润率只有这个水平，放到现在还不如卖鸭脖子的。” 当壁垒消失，竞争格局恶化后，连贩鸦片这样的暴利生意都会变得平庸，时间的力量就是这么伟大。 而对于汽车新势力的竞争格局，最大的问题就出在：汽车的换车周期太长了，传统势力有充足的时间做出反击，从而使得竞争变得无比红海。 很多人举苹果和诺基亚的例子，说明新势力会如何在电动车的战场上把老玩家打的丢盔弃甲。 但他们忽略了一个关键的差异：汽车的换车周期在10年左右，而手机的换机周期只有2年。 苹果干诺基亚，可以打闪电战，","images":[{"img":"https://static.tigerbbs.com/80e47896a2ea86f339c6fc3e90d0edb7","width":"568","height":"386"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391301777","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391525254,"gmtCreate":1606737760578,"gmtModify":1703844063587,"author":{"id":"3495700861569031","authorId":"3495700861569031","name":"尼克猴","avatar":"https://static.tigerbbs.com/ff831ae5bd6be5d0c59cac36c76b5ee9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495700861569031","authorIdStr":"3495700861569031"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>空起来，求点赞，做任务","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>空起来，求点赞，做任务","text":"$老虎证券(TIGR)$空起来，求点赞，做任务","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391525254","isVote":1,"tweetType":1,"viewCount":2156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393434891,"gmtCreate":1606351287313,"gmtModify":1703842763395,"author":{"id":"3495700861569031","authorId":"3495700861569031","name":"尼克猴","avatar":"https://static.tigerbbs.com/ff831ae5bd6be5d0c59cac36c76b5ee9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495700861569031","authorIdStr":"3495700861569031"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393434891","repostId":"390617052","repostType":1,"repost":{"id":390617052,"gmtCreate":1605786882776,"gmtModify":1703839580094,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"从估值角度来看，蔚来、小鹏、理想、特斯拉哪个更便宜？","htmlText":"\n \n \n  <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>蔚来，小鹏，理想汽车在短短2个月时间，这3家电动车公司最近的股价是疯了似的暴涨。3家电动车2月涨幅至今已经超过了150%，现在的投资者并不关心是什么原因导致股价暴涨，而更多投资者关心我是否还能追高买入吗？这些电动车公司中哪个值得买？在这期视频中，我希望以纯数据的方式比较特斯拉以及电车三宝的估值，看看目前哪家公司最值得投资？<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>【视频转载自油管理财投资Dan Invest】\n \n","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>蔚来，小鹏，理想汽车在短短2个月时间，这3家电动车公司最近的股价是疯了似的暴涨。3家电动车2月涨幅至今已经超过了150%，现在的投资者并不关心是什么原因导致股价暴涨，而更多投资者关心我是否还能追高买入吗？这些电动车公司中哪个值得买？在这期视频中，我希望以纯数据的方式比较特斯拉以及电车三宝的估值，看看目前哪家公司最值得投资？<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>【视频转载自油管理财投资Dan Invest】","text":"$特斯拉(TSLA)$蔚来，小鹏，理想汽车在短短2个月时间，这3家电动车公司最近的股价是疯了似的暴涨。3家电动车2月涨幅至今已经超过了150%，现在的投资者并不关心是什么原因导致股价暴涨，而更多投资者关心我是否还能追高买入吗？这些电动车公司中哪个值得买？在这期视频中，我希望以纯数据的方式比较特斯拉以及电车三宝的估值，看看目前哪家公司最值得投资？$理想汽车(LI)$$蔚来(NIO)$$小鹏汽车(XPEV)$【视频转载自油管理财投资Dan Invest】","images":[{"img":"https://static.tigerbbs.com/b9afc345aabe5249b8eccb38aa61b0d3","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390617052","isVote":1,"tweetType":2,"object":{"id":"52a7a452890f49b0b43718a86122f28e","tweetId":"390617052","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/0a39dd2b5285890810116915746/v.f30.mp4","poster":"https://static.tigerbbs.com/b9afc345aabe5249b8eccb38aa61b0d3"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393434188,"gmtCreate":1606351277344,"gmtModify":1703842763051,"author":{"id":"3495700861569031","authorId":"3495700861569031","name":"尼克猴","avatar":"https://static.tigerbbs.com/ff831ae5bd6be5d0c59cac36c76b5ee9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495700861569031","authorIdStr":"3495700861569031"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393434188","repostId":"390823726","repostType":1,"repost":{"id":390823726,"gmtCreate":1605770401365,"gmtModify":1703839473017,"author":{"id":"3540166583692073","authorId":"3540166583692073","name":"爱投学院","avatar":"https://static.tigerbbs.com/8def4c9b37e078bb8f8421d71f6603d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540166583692073","authorIdStr":"3540166583692073"},"themes":[],"title":"中概股简直涨疯了，这只未来的Youtube，千万别错过！","htmlText":"\n \n \n  大疫情背景下，中概股简直是独领风骚。曾经被大部分人不看好的二次元小破站，如今也崛起成为了多媒体平台帝国了。想知道这是哪只巨大的潜力股吗，点开视频看看吧！<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;公司于今日发布了未经审计的三季报，营收32.3亿元，同比增长74%，超出预期！本季度，用户日均视频播放量达到创记录的13亿次，同比提升77％。随着社区参与度的持续走高，用户日均使用时长高达81分钟。本季度月均付费用户数同比增长89％达1500万，期待未来的盈利能力不断提升。公司对2020年第四季度收入进行了展望，预计将达到36.0亿元至37.0亿元人民币。爱投学院与老虎联合推出最畅销<a href=\"https://www.laohu8.com/m/space?userId=3540166583692073\" target=\"_blank\">北美投资课程</a>，北美专家手把手教你分析，授之以渔，把财富增值掌握在自己手中。无论美股、港股还是A股，这些经验和方法都非常适用。快来感受原汁原味的北美独立观点，和我们踏上财富自由的旅程。\n \n","listText":"大疫情背景下，中概股简直是独领风骚。曾经被大部分人不看好的二次元小破站，如今也崛起成为了多媒体平台帝国了。想知道这是哪只巨大的潜力股吗，点开视频看看吧！<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;公司于今日发布了未经审计的三季报，营收32.3亿元，同比增长74%，超出预期！本季度，用户日均视频播放量达到创记录的13亿次，同比提升77％。随着社区参与度的持续走高，用户日均使用时长高达81分钟。本季度月均付费用户数同比增长89％达1500万，期待未来的盈利能力不断提升。公司对2020年第四季度收入进行了展望，预计将达到36.0亿元至37.0亿元人民币。爱投学院与老虎联合推出最畅销<a href=\"https://www.laohu8.com/m/space?userId=3540166583692073\" target=\"_blank\">北美投资课程</a>，北美专家手把手教你分析，授之以渔，把财富增值掌握在自己手中。无论美股、港股还是A股，这些经验和方法都非常适用。快来感受原汁原味的北美独立观点，和我们踏上财富自由的旅程。","text":"大疫情背景下，中概股简直是独领风骚。曾经被大部分人不看好的二次元小破站，如今也崛起成为了多媒体平台帝国了。想知道这是哪只巨大的潜力股吗，点开视频看看吧！$哔哩哔哩(BILI)$ $谷歌(GOOG)$ $阿里巴巴(BABA)$ 公司于今日发布了未经审计的三季报，营收32.3亿元，同比增长74%，超出预期！本季度，用户日均视频播放量达到创记录的13亿次，同比提升77％。随着社区参与度的持续走高，用户日均使用时长高达81分钟。本季度月均付费用户数同比增长89％达1500万，期待未来的盈利能力不断提升。公司对2020年第四季度收入进行了展望，预计将达到36.0亿元至37.0亿元人民币。爱投学院与老虎联合推出最畅销北美投资课程，北美专家手把手教你分析，授之以渔，把财富增值掌握在自己手中。无论美股、港股还是A股，这些经验和方法都非常适用。快来感受原汁原味的北美独立观点，和我们踏上财富自由的旅程。","images":[{"img":"https://static.tigerbbs.com/10de52ca8e448635f4ae456a79adb176","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390823726","isVote":1,"tweetType":2,"object":{"id":"c2c850deb4c94b898aa42de7d6a844c1","tweetId":"390823726","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/9405da815285890810101550774/v.f30.mp4","poster":"https://static.tigerbbs.com/10de52ca8e448635f4ae456a79adb176"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393434369,"gmtCreate":1606351268051,"gmtModify":1703842762704,"author":{"id":"3495700861569031","authorId":"3495700861569031","name":"尼克猴","avatar":"https://static.tigerbbs.com/ff831ae5bd6be5d0c59cac36c76b5ee9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495700861569031","authorIdStr":"3495700861569031"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393434369","repostId":"390915759","repostType":1,"repost":{"id":390915759,"gmtCreate":1605695000065,"gmtModify":1744960583415,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"37002306153600","authorIdStr":"37002306153600"},"themes":[],"title":"【虎友访谈】新能源汽车的战役中，各是什么角色？","htmlText":" 虎妞今天请到的嘉宾很有趣，他将新能源汽车比喻成了抗日战争中的几方力量：假如燃油车是日军，特斯拉就是正面刚的国军，蔚来是按自己的节奏发展的八路军，理想类似没有番号的部队，小鹏很勇敢，着跟国军上一线（其实他更勇敢，曾杠杆加仓新能源，赚的盆丰钵满），他说“现在抗战才第一年，大家都还是队友，远远没到要互相竞争的份儿上” 来吧，看看今天大开脑洞的<a target=\"_blank\" href=\"https://laohu8.com/U/3473736876919233\">@蔚来韭号员工</a> 经历了什么故事~ &nbsp;&nbsp;<a href=\"https://laohu8.com/TP/649\" target=\"_blank\">#老虎步行街#</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3473736876919233\">@蔚来韭号员工</a> 这个月即将年满32岁，在郫县某国企就职，2017年底进入股市，咸鱼一条没啥特长，自我定位小镇青年，平时就是爱看书，轻微社交恐惧。 T：昵称的由来可以聊聊吗？ 就是去年被蔚来套牢了，自嘲式取名。心想入市这么久终于赶上腰斩了也不容易。 T：什么契机下接触到炒股的？多久了？ 17年接触李笑来的一些理论，他算是我的启蒙师傅吧，顺便我也推荐一下他写的《韭菜的自我修养》，这个人毁誉参半，但牛人都有争议，平和看待吧。 我是直接进入美股，没有混过a股，就没有被a股的思想“污染”。平时会看看其他人的A股经历，就觉得那套思路害了不少人。感觉像笑傲江湖里，风青杨教育令狐冲，说你师傅教的什么玩意儿，好好一块练武奇才教成这样，还好你道行前，没走太偏。 T：怎么讲？您觉得美股、A股，各是什么思想呢？ 我具体没操作过A股，但从社区里的大众发言来看，庄家思维深入人心，动不动就出货，跑路。总怀疑一把镰","listText":" 虎妞今天请到的嘉宾很有趣，他将新能源汽车比喻成了抗日战争中的几方力量：假如燃油车是日军，特斯拉就是正面刚的国军，蔚来是按自己的节奏发展的八路军，理想类似没有番号的部队，小鹏很勇敢，着跟国军上一线（其实他更勇敢，曾杠杆加仓新能源，赚的盆丰钵满），他说“现在抗战才第一年，大家都还是队友，远远没到要互相竞争的份儿上” 来吧，看看今天大开脑洞的<a target=\"_blank\" href=\"https://laohu8.com/U/3473736876919233\">@蔚来韭号员工</a> 经历了什么故事~ &nbsp;&nbsp;<a href=\"https://laohu8.com/TP/649\" target=\"_blank\">#老虎步行街#</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3473736876919233\">@蔚来韭号员工</a> 这个月即将年满32岁，在郫县某国企就职，2017年底进入股市，咸鱼一条没啥特长，自我定位小镇青年，平时就是爱看书，轻微社交恐惧。 T：昵称的由来可以聊聊吗？ 就是去年被蔚来套牢了，自嘲式取名。心想入市这么久终于赶上腰斩了也不容易。 T：什么契机下接触到炒股的？多久了？ 17年接触李笑来的一些理论，他算是我的启蒙师傅吧，顺便我也推荐一下他写的《韭菜的自我修养》，这个人毁誉参半，但牛人都有争议，平和看待吧。 我是直接进入美股，没有混过a股，就没有被a股的思想“污染”。平时会看看其他人的A股经历，就觉得那套思路害了不少人。感觉像笑傲江湖里，风青杨教育令狐冲，说你师傅教的什么玩意儿，好好一块练武奇才教成这样，还好你道行前，没走太偏。 T：怎么讲？您觉得美股、A股，各是什么思想呢？ 我具体没操作过A股，但从社区里的大众发言来看，庄家思维深入人心，动不动就出货，跑路。总怀疑一把镰","text":"虎妞今天请到的嘉宾很有趣，他将新能源汽车比喻成了抗日战争中的几方力量：假如燃油车是日军，特斯拉就是正面刚的国军，蔚来是按自己的节奏发展的八路军，理想类似没有番号的部队，小鹏很勇敢，着跟国军上一线（其实他更勇敢，曾杠杆加仓新能源，赚的盆丰钵满），他说“现在抗战才第一年，大家都还是队友，远远没到要互相竞争的份儿上” 来吧，看看今天大开脑洞的@蔚来韭号员工 经历了什么故事~ #老虎步行街# @蔚来韭号员工 这个月即将年满32岁，在郫县某国企就职，2017年底进入股市，咸鱼一条没啥特长，自我定位小镇青年，平时就是爱看书，轻微社交恐惧。 T：昵称的由来可以聊聊吗？ 就是去年被蔚来套牢了，自嘲式取名。心想入市这么久终于赶上腰斩了也不容易。 T：什么契机下接触到炒股的？多久了？ 17年接触李笑来的一些理论，他算是我的启蒙师傅吧，顺便我也推荐一下他写的《韭菜的自我修养》，这个人毁誉参半，但牛人都有争议，平和看待吧。 我是直接进入美股，没有混过a股，就没有被a股的思想“污染”。平时会看看其他人的A股经历，就觉得那套思路害了不少人。感觉像笑傲江湖里，风青杨教育令狐冲，说你师傅教的什么玩意儿，好好一块练武奇才教成这样，还好你道行前，没走太偏。 T：怎么讲？您觉得美股、A股，各是什么思想呢？ 我具体没操作过A股，但从社区里的大众发言来看，庄家思维深入人心，动不动就出货，跑路。总怀疑一把镰","images":[{"img":"https://static.tigerbbs.com/e098bb6408136eb40d86b4fd01575aca","width":"654","height":"469"},{"img":"https://static.tigerbbs.com/c98492f70c668e31acb41224c8fec92e","width":"685","height":"427"},{"img":"https://static.tigerbbs.com/895d140549103aa7b08a384fe33b5a0b","width":"641","height":"569"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390915759","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393901825,"gmtCreate":1606220718667,"gmtModify":1703841756343,"author":{"id":"3495700861569031","authorId":"3495700861569031","name":"尼克猴","avatar":"https://static.tigerbbs.com/ff831ae5bd6be5d0c59cac36c76b5ee9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495700861569031","authorIdStr":"3495700861569031"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393901825","repostId":"390617052","repostType":1,"repost":{"id":390617052,"gmtCreate":1605786882776,"gmtModify":1703839580094,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"从估值角度来看，蔚来、小鹏、理想、特斯拉哪个更便宜？","htmlText":"\n \n \n  <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>蔚来，小鹏，理想汽车在短短2个月时间，这3家电动车公司最近的股价是疯了似的暴涨。3家电动车2月涨幅至今已经超过了150%，现在的投资者并不关心是什么原因导致股价暴涨，而更多投资者关心我是否还能追高买入吗？这些电动车公司中哪个值得买？在这期视频中，我希望以纯数据的方式比较特斯拉以及电车三宝的估值，看看目前哪家公司最值得投资？<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>【视频转载自油管理财投资Dan Invest】\n \n","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>蔚来，小鹏，理想汽车在短短2个月时间，这3家电动车公司最近的股价是疯了似的暴涨。3家电动车2月涨幅至今已经超过了150%，现在的投资者并不关心是什么原因导致股价暴涨，而更多投资者关心我是否还能追高买入吗？这些电动车公司中哪个值得买？在这期视频中，我希望以纯数据的方式比较特斯拉以及电车三宝的估值，看看目前哪家公司最值得投资？<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>【视频转载自油管理财投资Dan Invest】","text":"$特斯拉(TSLA)$蔚来，小鹏，理想汽车在短短2个月时间，这3家电动车公司最近的股价是疯了似的暴涨。3家电动车2月涨幅至今已经超过了150%，现在的投资者并不关心是什么原因导致股价暴涨，而更多投资者关心我是否还能追高买入吗？这些电动车公司中哪个值得买？在这期视频中，我希望以纯数据的方式比较特斯拉以及电车三宝的估值，看看目前哪家公司最值得投资？$理想汽车(LI)$$蔚来(NIO)$$小鹏汽车(XPEV)$【视频转载自油管理财投资Dan Invest】","images":[{"img":"https://static.tigerbbs.com/b9afc345aabe5249b8eccb38aa61b0d3","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390617052","isVote":1,"tweetType":2,"object":{"id":"52a7a452890f49b0b43718a86122f28e","tweetId":"390617052","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/0a39dd2b5285890810116915746/v.f30.mp4","poster":"https://static.tigerbbs.com/b9afc345aabe5249b8eccb38aa61b0d3"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393909741,"gmtCreate":1606220574483,"gmtModify":1703841754619,"author":{"id":"3495700861569031","authorId":"3495700861569031","name":"尼克猴","avatar":"https://static.tigerbbs.com/ff831ae5bd6be5d0c59cac36c76b5ee9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495700861569031","authorIdStr":"3495700861569031"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>能雄起一次吗","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>能雄起一次吗","text":"$老虎证券(TIGR)$能雄起一次吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393909741","isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399213992,"gmtCreate":1606140458316,"gmtModify":1703841095272,"author":{"id":"3495700861569031","authorId":"3495700861569031","name":"尼克猴","avatar":"https://static.tigerbbs.com/ff831ae5bd6be5d0c59cac36c76b5ee9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495700861569031","authorIdStr":"3495700861569031"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399213992","repostId":"390617052","repostType":1,"repost":{"id":390617052,"gmtCreate":1605786882776,"gmtModify":1703839580094,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"从估值角度来看，蔚来、小鹏、理想、特斯拉哪个更便宜？","htmlText":"\n \n \n  <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>蔚来，小鹏，理想汽车在短短2个月时间，这3家电动车公司最近的股价是疯了似的暴涨。3家电动车2月涨幅至今已经超过了150%，现在的投资者并不关心是什么原因导致股价暴涨，而更多投资者关心我是否还能追高买入吗？这些电动车公司中哪个值得买？在这期视频中，我希望以纯数据的方式比较特斯拉以及电车三宝的估值，看看目前哪家公司最值得投资？<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>【视频转载自油管理财投资Dan Invest】\n \n","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>蔚来，小鹏，理想汽车在短短2个月时间，这3家电动车公司最近的股价是疯了似的暴涨。3家电动车2月涨幅至今已经超过了150%，现在的投资者并不关心是什么原因导致股价暴涨，而更多投资者关心我是否还能追高买入吗？这些电动车公司中哪个值得买？在这期视频中，我希望以纯数据的方式比较特斯拉以及电车三宝的估值，看看目前哪家公司最值得投资？<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>【视频转载自油管理财投资Dan Invest】","text":"$特斯拉(TSLA)$蔚来，小鹏，理想汽车在短短2个月时间，这3家电动车公司最近的股价是疯了似的暴涨。3家电动车2月涨幅至今已经超过了150%，现在的投资者并不关心是什么原因导致股价暴涨，而更多投资者关心我是否还能追高买入吗？这些电动车公司中哪个值得买？在这期视频中，我希望以纯数据的方式比较特斯拉以及电车三宝的估值，看看目前哪家公司最值得投资？$理想汽车(LI)$$蔚来(NIO)$$小鹏汽车(XPEV)$【视频转载自油管理财投资Dan Invest】","images":[{"img":"https://static.tigerbbs.com/b9afc345aabe5249b8eccb38aa61b0d3","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390617052","isVote":1,"tweetType":2,"object":{"id":"52a7a452890f49b0b43718a86122f28e","tweetId":"390617052","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/0a39dd2b5285890810116915746/v.f30.mp4","poster":"https://static.tigerbbs.com/b9afc345aabe5249b8eccb38aa61b0d3"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399213069,"gmtCreate":1606140447951,"gmtModify":1703841095098,"author":{"id":"3495700861569031","authorId":"3495700861569031","name":"尼克猴","avatar":"https://static.tigerbbs.com/ff831ae5bd6be5d0c59cac36c76b5ee9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495700861569031","authorIdStr":"3495700861569031"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399213069","repostId":"390823726","repostType":1,"repost":{"id":390823726,"gmtCreate":1605770401365,"gmtModify":1703839473017,"author":{"id":"3540166583692073","authorId":"3540166583692073","name":"爱投学院","avatar":"https://static.tigerbbs.com/8def4c9b37e078bb8f8421d71f6603d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540166583692073","authorIdStr":"3540166583692073"},"themes":[],"title":"中概股简直涨疯了，这只未来的Youtube，千万别错过！","htmlText":"\n \n \n  大疫情背景下，中概股简直是独领风骚。曾经被大部分人不看好的二次元小破站，如今也崛起成为了多媒体平台帝国了。想知道这是哪只巨大的潜力股吗，点开视频看看吧！<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;公司于今日发布了未经审计的三季报，营收32.3亿元，同比增长74%，超出预期！本季度，用户日均视频播放量达到创记录的13亿次，同比提升77％。随着社区参与度的持续走高，用户日均使用时长高达81分钟。本季度月均付费用户数同比增长89％达1500万，期待未来的盈利能力不断提升。公司对2020年第四季度收入进行了展望，预计将达到36.0亿元至37.0亿元人民币。爱投学院与老虎联合推出最畅销<a href=\"https://www.laohu8.com/m/space?userId=3540166583692073\" target=\"_blank\">北美投资课程</a>，北美专家手把手教你分析，授之以渔，把财富增值掌握在自己手中。无论美股、港股还是A股，这些经验和方法都非常适用。快来感受原汁原味的北美独立观点，和我们踏上财富自由的旅程。\n \n","listText":"大疫情背景下，中概股简直是独领风骚。曾经被大部分人不看好的二次元小破站，如今也崛起成为了多媒体平台帝国了。想知道这是哪只巨大的潜力股吗，点开视频看看吧！<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;公司于今日发布了未经审计的三季报，营收32.3亿元，同比增长74%，超出预期！本季度，用户日均视频播放量达到创记录的13亿次，同比提升77％。随着社区参与度的持续走高，用户日均使用时长高达81分钟。本季度月均付费用户数同比增长89％达1500万，期待未来的盈利能力不断提升。公司对2020年第四季度收入进行了展望，预计将达到36.0亿元至37.0亿元人民币。爱投学院与老虎联合推出最畅销<a href=\"https://www.laohu8.com/m/space?userId=3540166583692073\" target=\"_blank\">北美投资课程</a>，北美专家手把手教你分析，授之以渔，把财富增值掌握在自己手中。无论美股、港股还是A股，这些经验和方法都非常适用。快来感受原汁原味的北美独立观点，和我们踏上财富自由的旅程。","text":"大疫情背景下，中概股简直是独领风骚。曾经被大部分人不看好的二次元小破站，如今也崛起成为了多媒体平台帝国了。想知道这是哪只巨大的潜力股吗，点开视频看看吧！$哔哩哔哩(BILI)$ $谷歌(GOOG)$ $阿里巴巴(BABA)$ 公司于今日发布了未经审计的三季报，营收32.3亿元，同比增长74%，超出预期！本季度，用户日均视频播放量达到创记录的13亿次，同比提升77％。随着社区参与度的持续走高，用户日均使用时长高达81分钟。本季度月均付费用户数同比增长89％达1500万，期待未来的盈利能力不断提升。公司对2020年第四季度收入进行了展望，预计将达到36.0亿元至37.0亿元人民币。爱投学院与老虎联合推出最畅销北美投资课程，北美专家手把手教你分析，授之以渔，把财富增值掌握在自己手中。无论美股、港股还是A股，这些经验和方法都非常适用。快来感受原汁原味的北美独立观点，和我们踏上财富自由的旅程。","images":[{"img":"https://static.tigerbbs.com/10de52ca8e448635f4ae456a79adb176","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390823726","isVote":1,"tweetType":2,"object":{"id":"c2c850deb4c94b898aa42de7d6a844c1","tweetId":"390823726","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/9405da815285890810101550774/v.f30.mp4","poster":"https://static.tigerbbs.com/10de52ca8e448635f4ae456a79adb176"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399219779,"gmtCreate":1606140436291,"gmtModify":1703841094926,"author":{"id":"3495700861569031","authorId":"3495700861569031","name":"尼克猴","avatar":"https://static.tigerbbs.com/ff831ae5bd6be5d0c59cac36c76b5ee9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495700861569031","authorIdStr":"3495700861569031"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399219779","repostId":"390915759","repostType":1,"repost":{"id":390915759,"gmtCreate":1605695000065,"gmtModify":1744960583415,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"37002306153600","authorIdStr":"37002306153600"},"themes":[],"title":"【虎友访谈】新能源汽车的战役中，各是什么角色？","htmlText":" 虎妞今天请到的嘉宾很有趣，他将新能源汽车比喻成了抗日战争中的几方力量：假如燃油车是日军，特斯拉就是正面刚的国军，蔚来是按自己的节奏发展的八路军，理想类似没有番号的部队，小鹏很勇敢，着跟国军上一线（其实他更勇敢，曾杠杆加仓新能源，赚的盆丰钵满），他说“现在抗战才第一年，大家都还是队友，远远没到要互相竞争的份儿上” 来吧，看看今天大开脑洞的<a target=\"_blank\" href=\"https://laohu8.com/U/3473736876919233\">@蔚来韭号员工</a> 经历了什么故事~ &nbsp;&nbsp;<a href=\"https://laohu8.com/TP/649\" target=\"_blank\">#老虎步行街#</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3473736876919233\">@蔚来韭号员工</a> 这个月即将年满32岁，在郫县某国企就职，2017年底进入股市，咸鱼一条没啥特长，自我定位小镇青年，平时就是爱看书，轻微社交恐惧。 T：昵称的由来可以聊聊吗？ 就是去年被蔚来套牢了，自嘲式取名。心想入市这么久终于赶上腰斩了也不容易。 T：什么契机下接触到炒股的？多久了？ 17年接触李笑来的一些理论，他算是我的启蒙师傅吧，顺便我也推荐一下他写的《韭菜的自我修养》，这个人毁誉参半，但牛人都有争议，平和看待吧。 我是直接进入美股，没有混过a股，就没有被a股的思想“污染”。平时会看看其他人的A股经历，就觉得那套思路害了不少人。感觉像笑傲江湖里，风青杨教育令狐冲，说你师傅教的什么玩意儿，好好一块练武奇才教成这样，还好你道行前，没走太偏。 T：怎么讲？您觉得美股、A股，各是什么思想呢？ 我具体没操作过A股，但从社区里的大众发言来看，庄家思维深入人心，动不动就出货，跑路。总怀疑一把镰","listText":" 虎妞今天请到的嘉宾很有趣，他将新能源汽车比喻成了抗日战争中的几方力量：假如燃油车是日军，特斯拉就是正面刚的国军，蔚来是按自己的节奏发展的八路军，理想类似没有番号的部队，小鹏很勇敢，着跟国军上一线（其实他更勇敢，曾杠杆加仓新能源，赚的盆丰钵满），他说“现在抗战才第一年，大家都还是队友，远远没到要互相竞争的份儿上” 来吧，看看今天大开脑洞的<a target=\"_blank\" href=\"https://laohu8.com/U/3473736876919233\">@蔚来韭号员工</a> 经历了什么故事~ &nbsp;&nbsp;<a href=\"https://laohu8.com/TP/649\" target=\"_blank\">#老虎步行街#</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3473736876919233\">@蔚来韭号员工</a> 这个月即将年满32岁，在郫县某国企就职，2017年底进入股市，咸鱼一条没啥特长，自我定位小镇青年，平时就是爱看书，轻微社交恐惧。 T：昵称的由来可以聊聊吗？ 就是去年被蔚来套牢了，自嘲式取名。心想入市这么久终于赶上腰斩了也不容易。 T：什么契机下接触到炒股的？多久了？ 17年接触李笑来的一些理论，他算是我的启蒙师傅吧，顺便我也推荐一下他写的《韭菜的自我修养》，这个人毁誉参半，但牛人都有争议，平和看待吧。 我是直接进入美股，没有混过a股，就没有被a股的思想“污染”。平时会看看其他人的A股经历，就觉得那套思路害了不少人。感觉像笑傲江湖里，风青杨教育令狐冲，说你师傅教的什么玩意儿，好好一块练武奇才教成这样，还好你道行前，没走太偏。 T：怎么讲？您觉得美股、A股，各是什么思想呢？ 我具体没操作过A股，但从社区里的大众发言来看，庄家思维深入人心，动不动就出货，跑路。总怀疑一把镰","text":"虎妞今天请到的嘉宾很有趣，他将新能源汽车比喻成了抗日战争中的几方力量：假如燃油车是日军，特斯拉就是正面刚的国军，蔚来是按自己的节奏发展的八路军，理想类似没有番号的部队，小鹏很勇敢，着跟国军上一线（其实他更勇敢，曾杠杆加仓新能源，赚的盆丰钵满），他说“现在抗战才第一年，大家都还是队友，远远没到要互相竞争的份儿上” 来吧，看看今天大开脑洞的@蔚来韭号员工 经历了什么故事~ #老虎步行街# @蔚来韭号员工 这个月即将年满32岁，在郫县某国企就职，2017年底进入股市，咸鱼一条没啥特长，自我定位小镇青年，平时就是爱看书，轻微社交恐惧。 T：昵称的由来可以聊聊吗？ 就是去年被蔚来套牢了，自嘲式取名。心想入市这么久终于赶上腰斩了也不容易。 T：什么契机下接触到炒股的？多久了？ 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但同时，新势力的估值已经飙升到了一个恐怖的水平，蔚来汽车荣登美国散户交易榜第一名，网友将这三家新势力戏称为电动三傻。 下面这张图计算了各家车企的销量、市值、收入（为了考虑新势力的成长性，我们选取蔚来理想小鹏的2020年预测收入和销量，和其他车企的2019年数据进行对比）。 单车销售市值是一个公允衡量估值的指标，我们看到，小鹏、理想、蔚来的单车销售市值是大众汽车的180~400倍，是特斯拉的2.5~5倍！  凭啥？同样卖一辆车，电动车就比燃油车值钱几百倍，电动车小弟比老大值钱几倍。 当然，成长股投资者可以说，我们赌的是趋势，赌的是终局，现在的销量都只是小荷尖尖，这个逻辑貌似目前也没法证伪。 我也一直在反思，击落电动三傻离谱估值的会是什么。 结果很简单：竞争格局。 聚义厅在竞争格局很重要：从鸦片想到化妆股中举过一个精彩的例子： “根据剑桥大学的资料记载，1830年代渣甸洋行的鸦片贸易利润是百分之几百。而1850-1860年代，渣甸洋行自有鸦片贸易利润是15%，代理经销鸦片的利润是4%。一个有着极度上瘾特征，不消费就要眼泪鼻涕满地打滚的品类，在打通上下游产业链后的利润率只有这个水平，放到现在还不如卖鸭脖子的。” 当壁垒消失，竞争格局恶化后，连贩鸦片这样的暴利生意都会变得平庸，时间的力量就是这么伟大。 而对于汽车新势力的竞争格局，最大的问题就出在：汽车的换车周期太长了，传统势力有充足的时间做出反击，从而使得竞争变得无比红海。 很多人举苹果和诺基亚的例子，说明新势力会如何在电动车的战场上把老玩家打的丢盔弃甲。 但他们忽略了一个关键的差异：汽车的换车周期在10年左右，而手机的换机周期只有2年。 苹果干诺基亚，可以打闪电战，","listText":"今年环球资本市场最闪亮的星，无疑是蔚来汽车为代表的中国电动车新势力。蔚来用1年30倍的涨幅宣告，中国永远不缺商业神话，李斌这个2019年最惨的人也可以翻身。 但同时，新势力的估值已经飙升到了一个恐怖的水平，蔚来汽车荣登美国散户交易榜第一名，网友将这三家新势力戏称为电动三傻。 下面这张图计算了各家车企的销量、市值、收入（为了考虑新势力的成长性，我们选取蔚来理想小鹏的2020年预测收入和销量，和其他车企的2019年数据进行对比）。 单车销售市值是一个公允衡量估值的指标，我们看到，小鹏、理想、蔚来的单车销售市值是大众汽车的180~400倍，是特斯拉的2.5~5倍！  凭啥？同样卖一辆车，电动车就比燃油车值钱几百倍，电动车小弟比老大值钱几倍。 当然，成长股投资者可以说，我们赌的是趋势，赌的是终局，现在的销量都只是小荷尖尖，这个逻辑貌似目前也没法证伪。 我也一直在反思，击落电动三傻离谱估值的会是什么。 结果很简单：竞争格局。 聚义厅在竞争格局很重要：从鸦片想到化妆股中举过一个精彩的例子： “根据剑桥大学的资料记载，1830年代渣甸洋行的鸦片贸易利润是百分之几百。而1850-1860年代，渣甸洋行自有鸦片贸易利润是15%，代理经销鸦片的利润是4%。一个有着极度上瘾特征，不消费就要眼泪鼻涕满地打滚的品类，在打通上下游产业链后的利润率只有这个水平，放到现在还不如卖鸭脖子的。” 当壁垒消失，竞争格局恶化后，连贩鸦片这样的暴利生意都会变得平庸，时间的力量就是这么伟大。 而对于汽车新势力的竞争格局，最大的问题就出在：汽车的换车周期太长了，传统势力有充足的时间做出反击，从而使得竞争变得无比红海。 很多人举苹果和诺基亚的例子，说明新势力会如何在电动车的战场上把老玩家打的丢盔弃甲。 但他们忽略了一个关键的差异：汽车的换车周期在10年左右，而手机的换机周期只有2年。 苹果干诺基亚，可以打闪电战，","text":"今年环球资本市场最闪亮的星，无疑是蔚来汽车为代表的中国电动车新势力。蔚来用1年30倍的涨幅宣告，中国永远不缺商业神话，李斌这个2019年最惨的人也可以翻身。 但同时，新势力的估值已经飙升到了一个恐怖的水平，蔚来汽车荣登美国散户交易榜第一名，网友将这三家新势力戏称为电动三傻。 下面这张图计算了各家车企的销量、市值、收入（为了考虑新势力的成长性，我们选取蔚来理想小鹏的2020年预测收入和销量，和其他车企的2019年数据进行对比）。 单车销售市值是一个公允衡量估值的指标，我们看到，小鹏、理想、蔚来的单车销售市值是大众汽车的180~400倍，是特斯拉的2.5~5倍！ 凭啥？同样卖一辆车，电动车就比燃油车值钱几百倍，电动车小弟比老大值钱几倍。 当然，成长股投资者可以说，我们赌的是趋势，赌的是终局，现在的销量都只是小荷尖尖，这个逻辑貌似目前也没法证伪。 我也一直在反思，击落电动三傻离谱估值的会是什么。 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