Vilu的个人主页 - 老虎社区

Vilu

Vilu

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IP属地：河南

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13粉丝

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0勋章

2022-03-04

$Velodyne Lidar Inc(VLDR)$ 日，这么快就被套了[Sad]

2021-04-21

$BIDU 20210917 310.0 CALL(BIDU)$怎一个惨字了得！？[黑眼圈]

2021-04-06

$Baidu(BIDU)$最近亏损压力之下考虑作 t, 但颇不顺利，有没有作 t的大佬分享下经验？

2021-02-23

$UBXIAMI@EC2105A.C(20891)$$XIAOMI-W(01810)$ 半个月生活费，赌输了[捂脸]

2021-02-23

$UBXIAMI@EC2105A.C(20891)$赌输了[捂脸]

2021-02-23

下不下车，是个严重问题[生气]

Is Baidu Stock a Buy?

2021-02-20

$BB 20220121 15.0 CALL(BB)$ 两月生活费没了[生气]

2021-02-20

頑張って!

@jeromeyap:Ganbate Baidu and Futu, tips from.Resh and the team

2021-02-19

$BIDU 20210219 327.5 CALL(BIDU)$ 关灯吃面，悔不当初

2021-02-17

$BB 20220121 15.0 CALL(BB)$快腰斩了[愤怒]

2021-02-11

$BB 20220121 15.0 CALL(BB)$深情呼唤解放军同志们快快增援[呆住] [呆住] [呆住]

2021-02-11

$Baidu(BIDU)$[冷漠] [冷漠] [冷漠] 幸亏静茹没有给我勇气实盘做空

2021-02-09

$BB 20220121 15.0 CALL(BB)$ 信心大挫。。。

2021-02-06

$Baidu(BIDU)$幸亏没真上实盘。。。

2021-01-31

估计都不会卖，除非连 5000万都保不住而一路下滑。百度去年低谷最困难时没卖得出爱奇艺，如今情势转好，融资能力大幅增加，而爱奇艺更是在接近盈亏点，百度可能更不会卖爱奇艺了，毕竟重返 bat指标之一是营收，再者百度的内容生态既使卖了爱奇艺也得找下替代。

抱歉，原内容已删除

2021-01-29

$Baidu(BIDU)$近几天仔细阅读了一番，发现Apollo 强敌环绕，AutoX 点对点无人车看起来单车智能更为先进，加州无人车也在百度之前，而且用与美国小弟加拿大的 QNX系统（如Android ）感觉百度也有被卡脖子的风险，并非宣称的那样自主可控，虽然能用 Linux, 但不如Qnx/鸿蒙这样的 rtos。本指望百度今年帮我追平大盘，如此走势，现在信心弱了很多，哎。。。不知诸位大佬有何高见附图：学费太贵了[流泪]

2021-01-16

$Baidu(BIDU)$全仓空！赌美股高位，大回调

2021-01-15

$XIAOMI-W(01810)$小米期权为什么买不了呢？

2021-01-15

$MOMO 20220121 34.26 CALL(MOMO)$ 当初随便买J 10手[开心]

2020-12-16

$iQiyi Inc.(IQ)$ 又双叒抄底抄到半山腰[愤怒]

去老虎APP查看更多动态

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日，这么快就被套了[Sad]","images":[{"img":"https://static.tigerbbs.com/e05f4bb2db158f111fd88520a98a80ef","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632813494","isVote":1,"tweetType":1,"viewCount":2495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":371449749,"gmtCreate":1618967797981,"gmtModify":1618967797981,"author":{"id":"3496358826722145","authorId":"3496358826722145","name":"Vilu","avatar":"https://static.tigerbbs.com/684ba06c7323a4d25f023a8043c25da2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496358826722145","authorIdStr":"3496358826722145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$BIDU 20210917 310.0 CALL(BIDU)$</a>怎一个惨字了得！？[黑眼圈]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BIDU\">$BIDU 20210917 310.0 CALL(BIDU)$</a>怎一个惨字了得！？[黑眼圈]&nbsp;","text":"$BIDU 20210917 310.0 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t的大佬分享下经验？","text":"$Baidu(BIDU)$最近亏损压力之下考虑作 t, 但颇不顺利，有没有作 t的大佬分享下经验？","images":[{"img":"https://static.tigerbbs.com/5fea5e5c082e0683a01e73a01dde4110","width":"349","height":"184"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343806470","isVote":1,"tweetType":1,"viewCount":3600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":369596245,"gmtCreate":1614055498387,"gmtModify":1614055498387,"author":{"id":"3496358826722145","authorId":"3496358826722145","name":"Vilu","avatar":"https://static.tigerbbs.com/684ba06c7323a4d25f023a8043c25da2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496358826722145","authorIdStr":"3496358826722145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/20891\">$UBXIAMI@EC2105A.C(20891)$</a><a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>&nbsp;半个月生活费，赌输了[捂脸]&nbsp;","listText":"<a 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href=\"https://laohu8.com/S/20891\">$UBXIAMI@EC2105A.C(20891)$</a>赌输了[捂脸]&nbsp;","listText":"<a 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00:00","market":"us","language":"en","title":"Is Baidu Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2112825945","media":"Leo Sun","summary":"The Chinese tech giant still hasn't fully justified its year-long rally.","content":"<html><body><span>\n<p><strong>Baidu</strong>'s <span>(NASDAQ:BIDU)</span> stock recently dipped after the Chinese tech giant posted its fourth-quarter earnings. Its revenue rose 5% year over year to 30.26 billion yuan ($4.64 billion), marking its second straight quarter of sales growth but narrowly missing estimates by $20 million. Its adjusted net income fell 25% to 6.87 billion yuan ($1.05 billion), or $3.08 per share, but beat expectations by $0.49 a share. Baidu expects its revenue to rise 15%-26% year over year in the first quarter.</p>\n<p>Those headline numbers look stable, but is Baidu's stock still worth buying after more than doubling over the past 12 months?</p>\n<div><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F613877%2Fgettyimages-1086946388.jpg&amp;w=700&amp;op=resize\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/613877/gettyimages-1086946388.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/613877/gettyimages-1086946388.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/613877/gettyimages-1086946388.jpg&amp;w=2000&amp;op=resize 2000w\"/>\n<p>Image source: Getty Images.</p>\n</div>\n<h2>Baidu still hasn't fixed its biggest problem</h2>\n<p>Baidu generated 68% of its revenue from its online marketing services in the fourth quarter, compared to 72% a year ago. This core business mainly sells ads on its search engine, portal sites, and other apps.</p>\n<p>Its revenue dipped 0.3% year over year to 20.71 billion yuan ($3.17 billion) during the quarter, marking its <em>seventh straight quarter</em> of declining sales. On the bright side, its revenue rose 2.5% sequentially.</p>\n<p>Unfortunately, the growth of Baidu's advertising business is dismal compared to that of many of its Chinese peers. In their latest quarters, <strong>Tencent</strong>'s <span>(OTC:TCEHY)</span> online advertising revenue rose 16% year over year, as <strong>Bilibili</strong>'s <span>(NASDAQ:BILI)</span> advertising revenue soared 126%.</p><div></div>\n<p>Baidu attributes its sluggish ad growth to macro headwinds and intense competition. But its problems are secular rather than cyclical: Baidu still owns China's top search engine, but people are spending more time on other apps like Tencent's WeChat, <strong>ByteDance</strong>'s Douyin and Toutiao, and Bilibili. As a result, Baidu is becoming an also-ran in China's crowded advertising space alongside aging tech giants like <strong>SINA</strong>.</p>\n<h2>How is Baidu trying to expand?</h2>\n<p>Baidu is trying to counter this secular shift by expanding its ecosystem of Smart Mini Programs (SMPs), which compete against WeChat's Mini Programs, within its mobile app. It's also expanding its DuerOS voice search system with smart speakers, cars, and other connected devices.</p>\n<p>Baidu ended the quarter with 544 million monthly active users (MAUs) on its mobile app, but it's still dwarfed by WeChat's 1.21 billion MAUs. On the bright side, 414 million of those MAUs regularly access Baidu's SMPs, and its total number of SMPs more than doubled year over year.</p>\n<div><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F613877%2Fgettyimages-1132040036.jpg&amp;w=700&amp;op=resize\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/613877/gettyimages-1132040036.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/613877/gettyimages-1132040036.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/613877/gettyimages-1132040036.jpg&amp;w=2000&amp;op=resize 2000w\"/>\n<p>Image source: Getty Images.</p>\n</div>\n<p>DuerOS processed 6.2 billion monthly voice queries. Its Xiaodu smart speakers and screens processed 3.7 billion of those queries, up 66% from a year ago.</p><div></div>\n<p>Baidu is also increasing its exposure to the live streaming market with its content creation platform BJH and its upcoming takeover of YY Live. Furthermore, its Apollo driverless platform continues to expand with new partnerships and EV joint ventures, and already powers autonomous vehicles in several cities across China.</p>\n<p>The expansion of Baidu's ecosystem might reduce its dependence on its core search engine and portals, but these efforts aren't generating meaningful revenue yet. Therefore, investors should always take Baidu's ecosystem-expanding announcements with a grain of salt.</p>\n<h2>iQiyi is still a dead weight</h2>\n<p>Baidu spun off <strong>iQiyi</strong> <span>(NASDAQ:IQ)</span> in an IPO in early 2018, but it retained a majority stake in the online video platform.</p>\n<p>iQiyi's growth initially offset Baidu's declining ad revenue, but its growth fizzled out over the past year. Its revenue, which accounted for 25% of Baidu's top line, dipped 0.5% year over year during the fourth quarter as its total number of subscribers fell 5% to 101.7 million. It narrowed its net loss from 2.49 billion yuan to 1.55 billion yuan ($237 million), but it remains a dead weight on Baidu's bottom line.</p><div></div>\n<p>Baidu might still consider iQiyi a necessary part of its ecosystem or a buffer against Tencent Video and other premium video platforms, but it would arguably be wiser to divest the entire business.</p>\n<h2>How did Baidu generate positive growth?</h2>\n<p>As Baidu's two largest businesses floundered, its cloud business picked up the slack. The company noted the 52% growth of Baidu Core's non-marketing revenue was largely \"driven by cloud and other services.\"</p>\n<p>Baidu Cloud's growth boosted its \"others\" revenue (which includes iQiyi) by 18% year over year to 9.56 billion yuan ($1.46 billion). That growth looks promising, but Baidu only controls 7.1% of China's cloud platform market, according to Canalys, putting it in a distant fourth place behind <strong>Alibaba</strong> <span>(NYSE:BABA)</span> (40.9%), <strong>Huawei </strong>(16.2%), and Tencent (15.8%).</p>\n<p>Moreover, Alibaba Cloud still isn't profitable by GAAP measures -- so Baidu is also likely operating its cloud platform at a loss to grow its market share. In short, it's another dead weight on its margins.</p>\n<h2>Should you buy Baidu right now?</h2>\n<p>Baidu's business is stabilizing, but it's still spinning too many plates. Its forecast for the first quarter is promising, but investors should see if its core advertising business grows and reduces its top-line dependence on unprofitable businesses like iQiyi and Baidu Cloud.</p>\n<p>Baidu still looks reasonably valued at 25 times forward earnings, but investors should only nibble on the stock at these levels. It's priced for a strong comeback, but there are still too many moving parts in play to guarantee that actually happens.</p>\n<div></div> \n                                    </span></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Baidu Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Baidu Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-20 00:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/02/20/is-baidu-stock-a-buy/><strong>Leo Sun</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Baidu's (NASDAQ:BIDU) stock recently dipped after the Chinese tech giant posted its fourth-quarter earnings. Its revenue rose 5% year over year to 30.26 billion yuan ($4.64 billion), marking its ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/02/20/is-baidu-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/02/20/is-baidu-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2112825945","content_text":"Baidu's (NASDAQ:BIDU) stock recently dipped after the Chinese tech giant posted its fourth-quarter earnings. Its revenue rose 5% year over year to 30.26 billion yuan ($4.64 billion), marking its second straight quarter of sales growth but narrowly missing estimates by $20 million. Its adjusted net income fell 25% to 6.87 billion yuan ($1.05 billion), or $3.08 per share, but beat expectations by $0.49 a share. Baidu expects its revenue to rise 15%-26% year over year in the first quarter.\nThose headline numbers look stable, but is Baidu's stock still worth buying after more than doubling over the past 12 months?\n\nImage source: Getty Images.\n\nBaidu still hasn't fixed its biggest problem\nBaidu generated 68% of its revenue from its online marketing services in the fourth quarter, compared to 72% a year ago. This core business mainly sells ads on its search engine, portal sites, and other apps.\nIts revenue dipped 0.3% year over year to 20.71 billion yuan ($3.17 billion) during the quarter, marking its seventh straight quarter of declining sales. On the bright side, its revenue rose 2.5% sequentially.\nUnfortunately, the growth of Baidu's advertising business is dismal compared to that of many of its Chinese peers. In their latest quarters, Tencent's (OTC:TCEHY) online advertising revenue rose 16% year over year, as Bilibili's (NASDAQ:BILI) advertising revenue soared 126%.\nBaidu attributes its sluggish ad growth to macro headwinds and intense competition. But its problems are secular rather than cyclical: Baidu still owns China's top search engine, but people are spending more time on other apps like Tencent's WeChat, ByteDance's Douyin and Toutiao, and Bilibili. As a result, Baidu is becoming an also-ran in China's crowded advertising space alongside aging tech giants like SINA.\nHow is Baidu trying to expand?\nBaidu is trying to counter this secular shift by expanding its ecosystem of Smart Mini Programs (SMPs), which compete against WeChat's Mini Programs, within its mobile app. It's also expanding its DuerOS voice search system with smart speakers, cars, and other connected devices.\nBaidu ended the quarter with 544 million monthly active users (MAUs) on its mobile app, but it's still dwarfed by WeChat's 1.21 billion MAUs. On the bright side, 414 million of those MAUs regularly access Baidu's SMPs, and its total number of SMPs more than doubled year over year.\n\nImage source: Getty Images.\n\nDuerOS processed 6.2 billion monthly voice queries. Its Xiaodu smart speakers and screens processed 3.7 billion of those queries, up 66% from a year ago.\nBaidu is also increasing its exposure to the live streaming market with its content creation platform BJH and its upcoming takeover of YY Live. Furthermore, its Apollo driverless platform continues to expand with new partnerships and EV joint ventures, and already powers autonomous vehicles in several cities across China.\nThe expansion of Baidu's ecosystem might reduce its dependence on its core search engine and portals, but these efforts aren't generating meaningful revenue yet. Therefore, investors should always take Baidu's ecosystem-expanding announcements with a grain of salt.\niQiyi is still a dead weight\nBaidu spun off iQiyi (NASDAQ:IQ) in an IPO in early 2018, but it retained a majority stake in the online video platform.\niQiyi's growth initially offset Baidu's declining ad revenue, but its growth fizzled out over the past year. Its revenue, which accounted for 25% of Baidu's top line, dipped 0.5% year over year during the fourth quarter as its total number of subscribers fell 5% to 101.7 million. It narrowed its net loss from 2.49 billion yuan to 1.55 billion yuan ($237 million), but it remains a dead weight on Baidu's bottom line.\nBaidu might still consider iQiyi a necessary part of its ecosystem or a buffer against Tencent Video and other premium video platforms, but it would arguably be wiser to divest the entire business.\nHow did Baidu generate positive growth?\nAs Baidu's two largest businesses floundered, its cloud business picked up the slack. The company noted the 52% growth of Baidu Core's non-marketing revenue was largely \"driven by cloud and other services.\"\nBaidu Cloud's growth boosted its \"others\" revenue (which includes iQiyi) by 18% year over year to 9.56 billion yuan ($1.46 billion). That growth looks promising, but Baidu only controls 7.1% of China's cloud platform market, according to Canalys, putting it in a distant fourth place behind Alibaba (NYSE:BABA) (40.9%), Huawei (16.2%), and Tencent (15.8%).\nMoreover, Alibaba Cloud still isn't profitable by GAAP measures -- so Baidu is also likely operating its cloud platform at a loss to grow its market share. In short, it's another dead weight on its margins.\nShould you buy Baidu right now?\nBaidu's business is stabilizing, but it's still spinning too many plates. Its forecast for the first quarter is promising, but investors should see if its core advertising business grows and reduces its top-line dependence on unprofitable businesses like iQiyi and Baidu Cloud.\nBaidu still looks reasonably valued at 25 times forward earnings, but investors should only nibble on the stock at these levels. It's priced for a strong comeback, but there are still too many moving parts in play to guarantee that actually happens.","news_type":1,"symbols_score_info":{"BIDU":1,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":2505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387546643,"gmtCreate":1613761065182,"gmtModify":1613761065182,"author":{"id":"3496358826722145","authorId":"3496358826722145","name":"Vilu","avatar":"https://static.tigerbbs.com/684ba06c7323a4d25f023a8043c25da2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496358826722145","authorIdStr":"3496358826722145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BB 20220121 15.0 CALL(BB)$</a>&nbsp;两月生活费没了[生气]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BB\">$BB 20220121 15.0 CALL(BB)$</a>&nbsp;两月生活费没了[生气]&nbsp;","text":"$BB 20220121 15.0 CALL(BB)$ 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href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$</a>[冷漠]&nbsp;[冷漠]&nbsp;[冷漠]&nbsp;幸亏静茹没有给我勇气实盘做空","listText":"<a href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$</a>[冷漠]&nbsp;[冷漠]&nbsp;[冷漠]&nbsp;幸亏静茹没有给我勇气实盘做空","text":"$Baidu(BIDU)$[冷漠] [冷漠] [冷漠] 幸亏静茹没有给我勇气实盘做空","images":[{"img":"https://static.tigerbbs.com/859aeb811a6319e7574ada24d8b0f4d0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/381798821","isVote":1,"tweetType":1,"viewCount":2267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":383587709,"gmtCreate":1612884438801,"gmtModify":1703766395900,"author":{"id":"3496358826722145","authorId":"3496358826722145","name":"Vilu","avatar":"https://static.tigerbbs.com/684ba06c7323a4d25f023a8043c25da2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496358826722145","authorIdStr":"3496358826722145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BB 20220121 15.0 CALL(BB)$</a>&nbsp;信心大挫。。。","listText":"<a href=\"https://laohu8.com/S/BB\">$BB 20220121 15.0 CALL(BB)$</a>&nbsp;信心大挫。。。","text":"$BB 20220121 15.0 CALL(BB)$ 信心大挫。。。","images":[{"img":"https://static.tigerbbs.com/60e242b20a9384496d9a7046c010ef3a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383587709","isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":380795084,"gmtCreate":1612585168448,"gmtModify":1703763855145,"author":{"id":"3496358826722145","authorId":"3496358826722145","name":"Vilu","avatar":"https://static.tigerbbs.com/684ba06c7323a4d25f023a8043c25da2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496358826722145","authorIdStr":"3496358826722145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$</a>幸亏没真上实盘。。。","listText":"<a 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上半年小米为了上市前的造势，在各类媒体上极力制造自己光鲜亮丽的形象。当然插曲也不少，比如雷军“那句“小米的估值应该是腾讯乘以苹果”。结果上市后频频被打脸，还让不少被“忽悠”成功的大佬散户亏了大钱。虽然其下跌更主要的还是因为中美贸易战和人口流量红利消耗殆尽下互联网公司被看衰，但是小米自身因为产，品力、创新力不足，国内业务增长不达预期，也是重要原因。 与此同时，华为在今年科技树直接爆发，暴打ovm三家，980打好时间差压住855的风头，p20/mate20口碑爆红，甚至把苹果逼得都要在新品上市三四个月就降价。再加上5G技术的曝光，美国的针对性耍流氓，直接刺激国内销量暴涨，吞噬掉ovm不少份额。再加上华为本身这几年在品牌建设，供应链管理，交付工程，渠道拓展以及品质上的持续进步，华为已经积累出了ovm无法匹敌的实力。 于是乎，歌颂华为唱衰小米几乎已经成为了整个舆论的共同立场。稍微说下华为的不好都会被骂成miboy。 但是大家似乎忘了小米依然在全球出货量上获得明显增长，已经基本稳住了第四的位置，小米电视不出意外，Q4已经牢牢站在了国内第一的位置。除此之外，我想雷军团队今年更注重的是质量建设和交付流程优化这样补短板的事情，因为上市之后随便哪个出差错都有可能带来股价的剧烈波动。当然，这样说会有一堆人说我这是在给小米洗地。但是如果各位到线下或者hov的线上官店看看，他们一样存在着不同程度的缺陷产品和缺货情况。华为多款机型出现需要加价的情况。这种市场供需的基本规律在唱黑小米的人面前，是极易成为小米被骂的把柄的。然而华为加价的情况不仅不被大家攻击，还得到不少理解。实际上，我也是理解这一状况的，市场供需本来就应该体现在价格上,没必要非得和商业道德挂上钩。如果真能做到坚持不加价，那","listText":"$XIAOMI-W(01810)$ 2019年，小米是否变得岌岌可危？ 2018对于小米和华为是很有意思的一年。 上半年小米为了上市前的造势，在各类媒体上极力制造自己光鲜亮丽的形象。当然插曲也不少，比如雷军“那句“小米的估值应该是腾讯乘以苹果”。结果上市后频频被打脸，还让不少被“忽悠”成功的大佬散户亏了大钱。虽然其下跌更主要的还是因为中美贸易战和人口流量红利消耗殆尽下互联网公司被看衰，但是小米自身因为产，品力、创新力不足，国内业务增长不达预期，也是重要原因。 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