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比特书生

比特书生

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IP属地：福建

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0勋章

2021-05-20

$高途(GOTU)$大浪淘沙沉者为金,风卷残云胜者为王

2021-01-29

$小牛电动(NIU)$为什么有的盘前交易了有的没动静呢时间不一样吗

2021-01-06

$亿航智能(EH)$感觉亿航的路线是正确的，只差时间和电池技术的发展，需要长期持有

2020-12-12

$优信(UXIN)$要玩蛋了吗？

2020-12-03

$优信(UXIN)$秒变投诉和曝光平台了这是，投资是需要理性和客观的，无论看多还是看空，需要各自独到的眼光和运气，被他人左右或者试着去左右他人，都是不太可取的，况且前面有个帖子说的好，股票不是拔河比赛，喊是没有用的，看好就买，不看好就离开删掉自选

2020-12-02

$优信(UXIN)$换手率格外低，意味着什么呢🤔

2020-12-01

$蔚来(NIO)$快点抄底啊

2020-11-30

视角不错，理性为上

@星辰大海的边界:击落“电动三傻”的会是什么？

2020-11-30

$亿航智能(EH)$亿航现在赚钱的业务是啥千机飞行表演吗

2020-11-26

$优信(UXIN)$还没加仓完，睡一觉起来都这样了，半开心半失落

2020-11-24

$优信(UXIN)$等一等再继续加仓

2020-11-24

$优信(UXIN)$今晚这波下跌能不能顶住，看看小鹏

2020-11-17

$阿里巴巴(BABA)$没啥动静啊，260左右磨磨叽叽

2020-11-16

$蔚来(NIO)$怕怕的，获利了结先，求稳[流泪] ，阿里跌了不少，来一点，应该不会再跌了吧

2020-11-15

$亿航智能(EH)$几年前关注过亿航，最近才开始来到老虎，没想到都上市了，17年德国volocopter取代亿航成为迪拜合作商，是因为前者更符合德国和国际安全和保安标准，不知道EH216是否考虑过安全冗余问题，比如降落伞之类的呢

2020-11-12

$优信(UXIN)$不得不说，新能源如此涨幅，还能平静的拿着优信的，确实佩服优信长期还是不错的

2020-05-01

$特斯拉(TSLA)$7亿美金的奖金，当然要低点接了，

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）。 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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）。 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