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股市不倒翁
06-16
这篇文章不错,转发给大家看看
@美股投资网:自动驾驶将在今年大爆发!这四家美股公司必须关注!TSLA LYFT ......
股市不倒翁
06-11
玩股票一定要管住手,不碰这样的懒股。
$Rekor Systems Inc(REKR)$
股市不倒翁
06-11
Palantir, 受益于大漂亮法案。 就等着法案通过了
股市不倒翁
06-06
$特斯拉(TSLA)$
大跌一波,短期内是没机会了。应该会盘整一段时间。 马斯克与特朗普的恩怨情仇,恐怕也得需要一段时间才能解决: 川普的法案和对特斯拉的铺贴,双方必须谈好,沟通好,之后才能关系正常。
股市不倒翁
03-25
$Mobileye Global Inc.(MBLY)$
Steve Cogen 刚买入一周就开始大涨,不愧是百亿大佬啊……自动驾驶核心股票。
股市不倒翁
03-21
$DoorDash, Inc.(DASH)$
美国人很有钱吗? 送餐量节节高。。都不在家里做饭吗?Klarna.
股市不倒翁
03-21
有人关注
$Rekor Systems Inc(REKR)$
? 这股咋样
股市不倒翁
03-18
特斯拉估计今年都够呛
抱歉,原内容已删除
股市不倒翁
03-17
有可能。短期的价格偶然性很大
@鹿鼎公韦小宝:
$英伟达(NVDA)$
去年人工智能行情就是在英伟达大会结束后结束的,下周估计又是一场糕点跑。别想太多了!
股市不倒翁
03-14
Binance 虽然否认了川普家族的入股,但这事仍有可能是真的。道理很简单: 拿了阿联酋王室的钱,却拒绝美国总统的保护?
$Coinbase Global, Inc.(COIN)$
长期看多,短期说不准
股市不倒翁
03-14
现在的股市就像赌场。押涨还是跌? 然后等开盘见分晓。
股市不倒翁
03-13
没有任何新故事。还不给骑手上社保。这就是古代的地主公司。
@不高兴的小欣:
$美团-W(03690)$
实话实说,全恒生科技也找不到更差的走势了吧?
股市不倒翁
03-13
$StandardAero, Inc.(SARO)$
一家航天维修商。感觉有点戏。[捂脸]
股市不倒翁
03-13
求你了。祸害黄金吧……
@王小雨的交易员:
$小米集团-W(01810)$
刚加仓就📉[流泪] [流泪] [流泪]
股市不倒翁
03-12
真的便宜的时候机构早就拿完了,轮不到散户。//
@画饼仙人马斯克
:品牌已经政治化了,以后你可能再也买不到380的特斯拉了[开心]
抱歉,原内容已删除
股市不倒翁
03-12
$以太坊ETF-iShares(ETHA)$
吃屎了。没有任何故事可讲。没有任何技术、改进。转了POS泯然众人。链上数据没有任何亮点。K线也走了M顶。。
股市不倒翁
03-12
$英伟达(NVDA)$
消息面的利空不影响未来业绩。等下季财报。
$Palantir Technologies Inc.(PLTR)$
今年可是AI黄金年啊……
股市不倒翁
03-12
这老东西“管理”了我的预期。[捂脸] 12月我进场,1月他说不想发动贸易战,我还加了仓。结果2月他吖的。满世界嘴炮。
@T2021121335:
$英伟达(NVDA)$
她妈达,川普,故意砸盘,再反弹最好的时候宣布加加拿大的关税,不死的老东西
股市不倒翁
03-12
美欧消费者很在意这个的。抖音上看到很多特斯拉车主都把标志变成Audi Honda之类的
@理想之城:
$特斯拉(TSLA)$
tsla现在基本和马斯克政治捆绑在一起还会继续看跌,技术形态没有走出来就别碰宁愿错失一些小涨机会都不宁愿被套
股市不倒翁
03-12
$特斯拉(TSLA)$
还是看空。马斯克打打嘴炮帮不了特斯拉的销量。现在DOGE的活动他只要不退出,一切利空都将继续存在。DOGE在26年夏天解散。那时再看特斯拉。
去老虎APP查看更多动态
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LYFT ......","htmlText":"今年,自动驾驶市场将迎来一次划时代的爆发!特斯拉下月将在奥斯汀启动Robotaxi, <a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> 和 <a href=\"https://laohu8.com/S/LYFT\">$Lyft, Inc.(LYFT)$</a> 今年将在德州和亚特兰大推出自动驾驶出租车,谷歌旗下Waymo和Magna International计划到2026年底将亚利桑那州工厂的自动驾驶出租车生产扩大两倍。这一连串重大举措标志着:今年就是自动驾驶商业化爆发的起点。而把时间线拉长,我们就知道这是一个万亿美元级的超级市场,未来十年,自动驾驶市场将从1.7万亿美元飞跃至3.9万亿美元,而完全自动驾驶市场将从2024年的600亿美元增长至2033年的2000亿美元!麦肯锡更是预测,到 2035 年自动驾驶可能创造4000亿美元的收入。Autonomous Cars Could Add $7 Trillion to the US Economy今天,我们美股投资网将给大家深度分析,四家在自动驾驶领域的“佼佼者”,它们各自的技术优势和护城河?这些美股公司未来的增长潜力又有多大?我相信无论你是正在寻找下一个投资机会,还是想了解未来出行的颠覆性变化,这些公司都将是你必须关注的对象。大家好,这里是美股投资网,2008年成立于美国硅谷,由前纽约证券交易所资深分析师Ken创立,专注AI,挖掘美股投资机会,旗下 AI量化美股分析工具- 美股大数据 StockWe.com 每天追踪机构主力资金买卖情况,多空情绪。 关键点开始前,有个很关键的概念大家必须先搞懂,就是将自动驾驶汽车推向市场主要有两种方式。一、渐进式部署(辅助驾驶演进路线)也称为从 L2/L3 向 L4 演进的路线。这种方式是目前大多数传统车企如特斯拉、奔驰、宝马、","listText":"今年,自动驾驶市场将迎来一次划时代的爆发!特斯拉下月将在奥斯汀启动Robotaxi, <a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> 和 <a href=\"https://laohu8.com/S/LYFT\">$Lyft, Inc.(LYFT)$</a> 今年将在德州和亚特兰大推出自动驾驶出租车,谷歌旗下Waymo和Magna International计划到2026年底将亚利桑那州工厂的自动驾驶出租车生产扩大两倍。这一连串重大举措标志着:今年就是自动驾驶商业化爆发的起点。而把时间线拉长,我们就知道这是一个万亿美元级的超级市场,未来十年,自动驾驶市场将从1.7万亿美元飞跃至3.9万亿美元,而完全自动驾驶市场将从2024年的600亿美元增长至2033年的2000亿美元!麦肯锡更是预测,到 2035 年自动驾驶可能创造4000亿美元的收入。Autonomous Cars Could Add $7 Trillion to the US Economy今天,我们美股投资网将给大家深度分析,四家在自动驾驶领域的“佼佼者”,它们各自的技术优势和护城河?这些美股公司未来的增长潜力又有多大?我相信无论你是正在寻找下一个投资机会,还是想了解未来出行的颠覆性变化,这些公司都将是你必须关注的对象。大家好,这里是美股投资网,2008年成立于美国硅谷,由前纽约证券交易所资深分析师Ken创立,专注AI,挖掘美股投资机会,旗下 AI量化美股分析工具- 美股大数据 StockWe.com 每天追踪机构主力资金买卖情况,多空情绪。 关键点开始前,有个很关键的概念大家必须先搞懂,就是将自动驾驶汽车推向市场主要有两种方式。一、渐进式部署(辅助驾驶演进路线)也称为从 L2/L3 向 L4 演进的路线。这种方式是目前大多数传统车企如特斯拉、奔驰、宝马、","text":"今年,自动驾驶市场将迎来一次划时代的爆发!特斯拉下月将在奥斯汀启动Robotaxi, $优步(UBER)$ 和 $Lyft, Inc.(LYFT)$ 今年将在德州和亚特兰大推出自动驾驶出租车,谷歌旗下Waymo和Magna International计划到2026年底将亚利桑那州工厂的自动驾驶出租车生产扩大两倍。这一连串重大举措标志着:今年就是自动驾驶商业化爆发的起点。而把时间线拉长,我们就知道这是一个万亿美元级的超级市场,未来十年,自动驾驶市场将从1.7万亿美元飞跃至3.9万亿美元,而完全自动驾驶市场将从2024年的600亿美元增长至2033年的2000亿美元!麦肯锡更是预测,到 2035 年自动驾驶可能创造4000亿美元的收入。Autonomous Cars Could Add $7 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href=\"https://laohu8.com/U/3520611324352268\">@郭博文</a>2020年年初5万rmb起步,年底做到了400万。他数学系背景,主要做期权。当时真得承认我是羡慕的,于是自学了期权基础知识后,开始交易。去年11月-今年4月,我持仓期权主要是短线交易,持仓3天到一个月之间。然后,收益率就是大幅波动。当时主要做新能源股(蔚来NIO、理想LI、小鹏XPEV、法拉第未来)、石油股(OXY,CPE)、数字矿业(Mara、RIOT)。有一段时间运气超好,连续做对4次蔚来<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>短线期权,但第5次折戟了。总体来说,小赚。后来又看了同龄大神<a href=\"https://laohu8.com/U/3520611324352268\">@郭博文</a>的交易,反思了一下,开始转型做中线期权,持仓在半个月-3个月。然后仍然","listText":"先说结果,A股本人有一定的盈利,只做现货;美港股现货、期货、期权都做,期权居多,一年半以来,收益基本原地踏步。1500usd入市,现1780usd……一句话总结就是:拿1万块钱在折腾。以下是我的美港股交易结果12.18实时背景:理工科专业毕业,曾经在互联网、VC和二级市场基金都有过工作经历。对于经济和商业运行有一定观察。现货交易胜率在80%以上,偏中长线持股,持股周期在1月-1年。美股账户偏中短线交易,最近一年(2020.11-2021.12)主要做期权。收益率20%总体来说,美股交易上,我经历了三个蜕变阶段:2020年夏天7月到2020年11月(看宏观,做现货投资);2020年11月到2021年5月(看宏观,做期权交易)2021年5月-2021年12月(宏观微观结合,做期权交易)。开始交易期权的契机,是在去年11月份,当时看到了一个社区朋友,<a href=\"https://laohu8.com/U/3520611324352268\">@郭博文</a>2020年年初5万rmb起步,年底做到了400万。他数学系背景,主要做期权。当时真得承认我是羡慕的,于是自学了期权基础知识后,开始交易。去年11月-今年4月,我持仓期权主要是短线交易,持仓3天到一个月之间。然后,收益率就是大幅波动。当时主要做新能源股(蔚来NIO、理想LI、小鹏XPEV、法拉第未来)、石油股(OXY,CPE)、数字矿业(Mara、RIOT)。有一段时间运气超好,连续做对4次蔚来<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>短线期权,但第5次折戟了。总体来说,小赚。后来又看了同龄大神<a href=\"https://laohu8.com/U/3520611324352268\">@郭博文</a>的交易,反思了一下,开始转型做中线期权,持仓在半个月-3个月。然后仍然","text":"先说结果,A股本人有一定的盈利,只做现货;美港股现货、期货、期权都做,期权居多,一年半以来,收益基本原地踏步。1500usd入市,现1780usd……一句话总结就是:拿1万块钱在折腾。以下是我的美港股交易结果12.18实时背景:理工科专业毕业,曾经在互联网、VC和二级市场基金都有过工作经历。对于经济和商业运行有一定观察。现货交易胜率在80%以上,偏中长线持股,持股周期在1月-1年。美股账户偏中短线交易,最近一年(2020.11-2021.12)主要做期权。收益率20%总体来说,美股交易上,我经历了三个蜕变阶段:2020年夏天7月到2020年11月(看宏观,做现货投资);2020年11月到2021年5月(看宏观,做期权交易)2021年5月-2021年12月(宏观微观结合,做期权交易)。开始交易期权的契机,是在去年11月份,当时看到了一个社区朋友,@郭博文2020年年初5万rmb起步,年底做到了400万。他数学系背景,主要做期权。当时真得承认我是羡慕的,于是自学了期权基础知识后,开始交易。去年11月-今年4月,我持仓期权主要是短线交易,持仓3天到一个月之间。然后,收益率就是大幅波动。当时主要做新能源股(蔚来NIO、理想LI、小鹏XPEV、法拉第未来)、石油股(OXY,CPE)、数字矿业(Mara、RIOT)。有一段时间运气超好,连续做对4次蔚来$蔚来(NIO)$短线期权,但第5次折戟了。总体来说,小赚。后来又看了同龄大神@郭博文的交易,反思了一下,开始转型做中线期权,持仓在半个月-3个月。然后仍然","images":[{"img":"https://static.tigerbbs.com/128a8a922c9fa64d2f3e4983ad62d0e9","width":"1170","height":"2532"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":225,"commentSize":88,"repostSize":13,"link":"https://laohu8.com/post/699581050","isVote":1,"tweetType":1,"viewCount":20164,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499573028018910","authorId":"3499573028018910","name":"智乾未来","avatar":"https://static.tigerbbs.com/595ee11d6613dc6e08e1e6684f18e82f","crmLevel":6,"crmLevelSwitch":1,"idStr":"3499573028018910","authorIdStr":"3499573028018910"},"content":"能活下来都是真本事","text":"能活下来都是真本事","html":"能活下来都是真本事"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":693799751,"gmtCreate":1640074310361,"gmtModify":1740287259191,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"themes":[],"title":"电车世界之权力的游戏:Rivian到底行不行","htmlText":"今天来聊聊Rivian <a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>.开宗明义:我的见解有很多主观成分,不妨把它当成一些碎碎念。东晋时期的大诗人谢灵运说:天下才共一石,曹子建独占八斗,而我占一斗,其他人共分一斗。前段时间马斯克在网上运用了曹植的那首七步诗,但曹植真正的名篇是《白马赋》。在新能源电车的世界里,毫无疑问,特斯拉<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>就是那匹大白马,铁王座上的King。无论是在美国市场还是中国市场,在中高端市场,特斯拉都一骑绝尘,今年夏天当时声势浩大的刹车问题,也丝毫不影响群众对特斯拉的爱。走在上海、深圳、北京的街道上,特斯拉随处可见。那么,哪家电车能占据那10%的份额,做个老二的地位。在中国市场,蔚小理华为比亚迪等还在混战;在美国市场上,这个老二,我认为就是Rivian. 背靠多个大股东,T.Row Price这样的大资管砸钱,<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>出流量,福特出生产工艺,还有old money 家族 Cox Enterprize 和索罗斯Soros基金等一众大咖加持;而创始人又是MIT 汽车工程博士,科班出身,虽比不上老马,但是做个靠谱的车应该还是可行的。当然,Rivian还未量产,所以上市当天就被马斯克嘲讽。而12月17号的糟糕的三季度财报,也成了这家电车公司下跌的导火索。利益相关,我买了25手12月底到期的深度虚值Rivian看跌期权,看跌到55usd. 可谓是玩个心跳。当然,我也是有一定底气的。插句题外话:老虎社区里有很多期权牛人,让我至今印象深刻:对疫苗股精彩分析的","listText":"今天来聊聊Rivian <a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>.开宗明义:我的见解有很多主观成分,不妨把它当成一些碎碎念。东晋时期的大诗人谢灵运说:天下才共一石,曹子建独占八斗,而我占一斗,其他人共分一斗。前段时间马斯克在网上运用了曹植的那首七步诗,但曹植真正的名篇是《白马赋》。在新能源电车的世界里,毫无疑问,特斯拉<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>就是那匹大白马,铁王座上的King。无论是在美国市场还是中国市场,在中高端市场,特斯拉都一骑绝尘,今年夏天当时声势浩大的刹车问题,也丝毫不影响群众对特斯拉的爱。走在上海、深圳、北京的街道上,特斯拉随处可见。那么,哪家电车能占据那10%的份额,做个老二的地位。在中国市场,蔚小理华为比亚迪等还在混战;在美国市场上,这个老二,我认为就是Rivian. 背靠多个大股东,T.Row Price这样的大资管砸钱,<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>出流量,福特出生产工艺,还有old money 家族 Cox Enterprize 和索罗斯Soros基金等一众大咖加持;而创始人又是MIT 汽车工程博士,科班出身,虽比不上老马,但是做个靠谱的车应该还是可行的。当然,Rivian还未量产,所以上市当天就被马斯克嘲讽。而12月17号的糟糕的三季度财报,也成了这家电车公司下跌的导火索。利益相关,我买了25手12月底到期的深度虚值Rivian看跌期权,看跌到55usd. 可谓是玩个心跳。当然,我也是有一定底气的。插句题外话:老虎社区里有很多期权牛人,让我至今印象深刻:对疫苗股精彩分析的","text":"今天来聊聊Rivian $Rivian Automotive, Inc.(RIVN)$.开宗明义:我的见解有很多主观成分,不妨把它当成一些碎碎念。东晋时期的大诗人谢灵运说:天下才共一石,曹子建独占八斗,而我占一斗,其他人共分一斗。前段时间马斯克在网上运用了曹植的那首七步诗,但曹植真正的名篇是《白马赋》。在新能源电车的世界里,毫无疑问,特斯拉$特斯拉(TSLA)$就是那匹大白马,铁王座上的King。无论是在美国市场还是中国市场,在中高端市场,特斯拉都一骑绝尘,今年夏天当时声势浩大的刹车问题,也丝毫不影响群众对特斯拉的爱。走在上海、深圳、北京的街道上,特斯拉随处可见。那么,哪家电车能占据那10%的份额,做个老二的地位。在中国市场,蔚小理华为比亚迪等还在混战;在美国市场上,这个老二,我认为就是Rivian. 背靠多个大股东,T.Row Price这样的大资管砸钱,$亚马逊(AMZN)$出流量,福特出生产工艺,还有old money 家族 Cox Enterprize 和索罗斯Soros基金等一众大咖加持;而创始人又是MIT 汽车工程博士,科班出身,虽比不上老马,但是做个靠谱的车应该还是可行的。当然,Rivian还未量产,所以上市当天就被马斯克嘲讽。而12月17号的糟糕的三季度财报,也成了这家电车公司下跌的导火索。利益相关,我买了25手12月底到期的深度虚值Rivian看跌期权,看跌到55usd. 可谓是玩个心跳。当然,我也是有一定底气的。插句题外话:老虎社区里有很多期权牛人,让我至今印象深刻:对疫苗股精彩分析的","images":[{"img":"https://static.tigerbbs.com/5f91aac28d60e9f96ddbcf551cfb7cc1","width":"700","height":"933"},{"img":"https://static.tigerbbs.com/5811316be318c09f317bd686d20644ef","width":"1170","height":"2532"},{"img":"https://static.tigerbbs.com/709260c1739f7df4bb0ce5c9f404de82","width":"4032","height":"3024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":13,"commentSize":20,"repostSize":2,"link":"https://laohu8.com/post/693799751","isVote":1,"tweetType":1,"viewCount":24477,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274702625278","authorId":"3479274702625278","name":"老夫追涨杀跌","avatar":"https://static.tigerbbs.com/53d8be38e6bbbfa27d16721be9a4e59b","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274702625278","authorIdStr":"3479274702625278"},"content":"买了25手12月底到期的深度虚值Rivian看跌期权,操作很秀。","text":"买了25手12月底到期的深度虚值Rivian看跌期权,操作很秀。","html":"买了25手12月底到期的深度虚值Rivian看跌期权,操作很秀。"}],"imageCount":6,"langContent":"CN","totalScore":0},{"id":406209106350392,"gmtCreate":1740199117382,"gmtModify":1740205404708,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"themes":[],"title":"聊聊古茗蜜雪奈雪茶百道","htmlText":"茶 我爱喝 : 尤其是绿茶[得意] [得意] 印象最深的是7年前在杭州西湖边上的茶坊里,旗袍大美女给我泡的一壶龙井茶,啊,真是享受,然而确实贵,1壶150,不能续!。伤钱! 回归正题,先从消费者的角度来看看。喜茶,最早出圈,网红茶,似乎是大都市潮人的标志,但我多次想买,每次都被排的长队劝退了。单价太贵,也就大城市接纳的起。 奈雪,有种英伦下午茶的感觉,约个朋友带个孩子去店里坐坐喝茶吃点糕点很好,缺点仍然是贵。我所在的三线城市只有万达里有一家。很少见到满座的情况。难怪亏损了。 蜜雪,我经常喝,路边很常见,类似以前的“一点点”,而且确实便宜,味道也还行(但是口感确实差奈雪很多,奈雪用的料确实是新鲜)。 茶百道,偶尔点外卖喝过,貌似在部分女性用户里经常晒,说这家店茶有特色。 古茗,身边也能经常看到,说实话在真正看财报做研究之前对它没啥印象,但也确实买了好几次(特别是喝蜜雪感觉厌倦想换换口味的时候)。 沪上阿姨,嗯,绿色店名装饰,让我想起了爱给男人戴绿帽子的上海老女人。没好感。 那再来结合财报等谈一下。 喜茶奈雪好是好,都有忠实粉丝,但贵局现在大城市,发展有限吧……喜茶已然盈利,很多大基金投资它就等着分红呢……至于奈雪,肯定要避开,还亏着呢…… 茶百道,类似喜茶奈雪,他们的定价和布局大城市与未来的社会趋势违背(居民被房贷掏空了,能经常花大钱喝茶的人是少数)。 古茗,老二,这家店名字稍微有点怪怪的,且装修是黑色,按理说茶店都该喜庆亲和一点,类似茶颜悦色、喜茶等名字挺好。 但它的布局和财报又确实挺好,未来增速又可以。它类似那种少林寺里的扫地僧,灯光少,但是实力确可以。尤其是请朋友喝茶的时候,蜜雪有时候拿不出手,但是在小城市,月薪2、3000的地喝奈雪茶百道又伤钱包。 那古茗还是一个选择。 蜜雪,最大问题是由于廉价导致的茶口感一般,那么它必然吸引的是学生、","listText":"茶 我爱喝 : 尤其是绿茶[得意] [得意] 印象最深的是7年前在杭州西湖边上的茶坊里,旗袍大美女给我泡的一壶龙井茶,啊,真是享受,然而确实贵,1壶150,不能续!。伤钱! 回归正题,先从消费者的角度来看看。喜茶,最早出圈,网红茶,似乎是大都市潮人的标志,但我多次想买,每次都被排的长队劝退了。单价太贵,也就大城市接纳的起。 奈雪,有种英伦下午茶的感觉,约个朋友带个孩子去店里坐坐喝茶吃点糕点很好,缺点仍然是贵。我所在的三线城市只有万达里有一家。很少见到满座的情况。难怪亏损了。 蜜雪,我经常喝,路边很常见,类似以前的“一点点”,而且确实便宜,味道也还行(但是口感确实差奈雪很多,奈雪用的料确实是新鲜)。 茶百道,偶尔点外卖喝过,貌似在部分女性用户里经常晒,说这家店茶有特色。 古茗,身边也能经常看到,说实话在真正看财报做研究之前对它没啥印象,但也确实买了好几次(特别是喝蜜雪感觉厌倦想换换口味的时候)。 沪上阿姨,嗯,绿色店名装饰,让我想起了爱给男人戴绿帽子的上海老女人。没好感。 那再来结合财报等谈一下。 喜茶奈雪好是好,都有忠实粉丝,但贵局现在大城市,发展有限吧……喜茶已然盈利,很多大基金投资它就等着分红呢……至于奈雪,肯定要避开,还亏着呢…… 茶百道,类似喜茶奈雪,他们的定价和布局大城市与未来的社会趋势违背(居民被房贷掏空了,能经常花大钱喝茶的人是少数)。 古茗,老二,这家店名字稍微有点怪怪的,且装修是黑色,按理说茶店都该喜庆亲和一点,类似茶颜悦色、喜茶等名字挺好。 但它的布局和财报又确实挺好,未来增速又可以。它类似那种少林寺里的扫地僧,灯光少,但是实力确可以。尤其是请朋友喝茶的时候,蜜雪有时候拿不出手,但是在小城市,月薪2、3000的地喝奈雪茶百道又伤钱包。 那古茗还是一个选择。 蜜雪,最大问题是由于廉价导致的茶口感一般,那么它必然吸引的是学生、","text":"茶 我爱喝 : 尤其是绿茶[得意] [得意] 印象最深的是7年前在杭州西湖边上的茶坊里,旗袍大美女给我泡的一壶龙井茶,啊,真是享受,然而确实贵,1壶150,不能续!。伤钱! 回归正题,先从消费者的角度来看看。喜茶,最早出圈,网红茶,似乎是大都市潮人的标志,但我多次想买,每次都被排的长队劝退了。单价太贵,也就大城市接纳的起。 奈雪,有种英伦下午茶的感觉,约个朋友带个孩子去店里坐坐喝茶吃点糕点很好,缺点仍然是贵。我所在的三线城市只有万达里有一家。很少见到满座的情况。难怪亏损了。 蜜雪,我经常喝,路边很常见,类似以前的“一点点”,而且确实便宜,味道也还行(但是口感确实差奈雪很多,奈雪用的料确实是新鲜)。 茶百道,偶尔点外卖喝过,貌似在部分女性用户里经常晒,说这家店茶有特色。 古茗,身边也能经常看到,说实话在真正看财报做研究之前对它没啥印象,但也确实买了好几次(特别是喝蜜雪感觉厌倦想换换口味的时候)。 沪上阿姨,嗯,绿色店名装饰,让我想起了爱给男人戴绿帽子的上海老女人。没好感。 那再来结合财报等谈一下。 喜茶奈雪好是好,都有忠实粉丝,但贵局现在大城市,发展有限吧……喜茶已然盈利,很多大基金投资它就等着分红呢……至于奈雪,肯定要避开,还亏着呢…… 茶百道,类似喜茶奈雪,他们的定价和布局大城市与未来的社会趋势违背(居民被房贷掏空了,能经常花大钱喝茶的人是少数)。 古茗,老二,这家店名字稍微有点怪怪的,且装修是黑色,按理说茶店都该喜庆亲和一点,类似茶颜悦色、喜茶等名字挺好。 但它的布局和财报又确实挺好,未来增速又可以。它类似那种少林寺里的扫地僧,灯光少,但是实力确可以。尤其是请朋友喝茶的时候,蜜雪有时候拿不出手,但是在小城市,月薪2、3000的地喝奈雪茶百道又伤钱包。 那古茗还是一个选择。 蜜雪,最大问题是由于廉价导致的茶口感一般,那么它必然吸引的是学生、","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":12,"commentSize":6,"repostSize":2,"link":"https://laohu8.com/post/406209106350392","isVote":1,"tweetType":1,"viewCount":16152,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000532","authorId":"9000000000000532","name":"抹茶味抹布","avatar":"https://static.tigerbbs.com/b1fa5d9ceb6a8fc80f198e797e2994a9","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000532","authorIdStr":"9000000000000532"},"content":"我觉得古茗的性价比确实不错,适合大众消费,未来还有成长空间","text":"我觉得古茗的性价比确实不错,适合大众消费,未来还有成长空间","html":"我觉得古茗的性价比确实不错,适合大众消费,未来还有成长空间"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693644339,"gmtCreate":1640017716738,"gmtModify":1640065948911,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"themes":[],"htmlText":"再次自我反思,我曾多次看对方向和趋势,但在交易时,要么过于贪婪,明明option已经盈利2-3倍不肯止盈,随后在震荡中盈利消失;要么过于急躁,买了期权1-2天就想大赚,不然就会平仓。还有就是过于分散,常常买好几个股的期权,每个机会都想抓住,但其实一个大机会也抓不住。解决办法:每次最多1-2两个股。深入研究后相对集中持有。耐心持有期权一段时间后收获一定收益就止盈(止损)。。如果刚刚买入1-2天就很快盈利,先把本金出了,再看后续变化。【这种情况下出太快可能错过后续爆拉,但也有可能后续大跌】 能买入1-2天就盈利的期权,往往是现货处于波动高点。总结:深入研究,集中持有;耐心平和止盈止损。【至少先把本金出了】每个月集中在一两只股票上。集中精力。能够保持“低回撤下的复利效应”<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a><a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a>这个月我就重点这三只股。特斯拉是电车龙头,关注但我不会碰的。毕竟马斯克是个谜一样的人。粉丝和用户的信仰可以改变一切。","listText":"再次自我反思,我曾多次看对方向和趋势,但在交易时,要么过于贪婪,明明option已经盈利2-3倍不肯止盈,随后在震荡中盈利消失;要么过于急躁,买了期权1-2天就想大赚,不然就会平仓。还有就是过于分散,常常买好几个股的期权,每个机会都想抓住,但其实一个大机会也抓不住。解决办法:每次最多1-2两个股。深入研究后相对集中持有。耐心持有期权一段时间后收获一定收益就止盈(止损)。。如果刚刚买入1-2天就很快盈利,先把本金出了,再看后续变化。【这种情况下出太快可能错过后续爆拉,但也有可能后续大跌】 能买入1-2天就盈利的期权,往往是现货处于波动高点。总结:深入研究,集中持有;耐心平和止盈止损。【至少先把本金出了】每个月集中在一两只股票上。集中精力。能够保持“低回撤下的复利效应”<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a><a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a>这个月我就重点这三只股。特斯拉是电车龙头,关注但我不会碰的。毕竟马斯克是个谜一样的人。粉丝和用户的信仰可以改变一切。","text":"再次自我反思,我曾多次看对方向和趋势,但在交易时,要么过于贪婪,明明option已经盈利2-3倍不肯止盈,随后在震荡中盈利消失;要么过于急躁,买了期权1-2天就想大赚,不然就会平仓。还有就是过于分散,常常买好几个股的期权,每个机会都想抓住,但其实一个大机会也抓不住。解决办法:每次最多1-2两个股。深入研究后相对集中持有。耐心持有期权一段时间后收获一定收益就止盈(止损)。。如果刚刚买入1-2天就很快盈利,先把本金出了,再看后续变化。【这种情况下出太快可能错过后续爆拉,但也有可能后续大跌】 能买入1-2天就盈利的期权,往往是现货处于波动高点。总结:深入研究,集中持有;耐心平和止盈止损。【至少先把本金出了】每个月集中在一两只股票上。集中精力。能够保持“低回撤下的复利效应”$特斯拉(TSLA)$$Rivian Automotive, Inc.(RIVN)$$Lucid Group Inc(LCID)$这个月我就重点这三只股。特斯拉是电车龙头,关注但我不会碰的。毕竟马斯克是个谜一样的人。粉丝和用户的信仰可以改变一切。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":16,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/693644339","isVote":1,"tweetType":1,"viewCount":16627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696460555,"gmtCreate":1640748073116,"gmtModify":1740287259039,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"themes":[],"title":"渐渐萎缩,是贝壳的宿命","htmlText":"渐渐萎缩,是贝壳的宿命 聊聊贝壳 <a target=\"_blank\" href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a> 同是被浑水做空,但这次贝壳股价却一动不动。我认为:此次的贝壳跟去年的瑞幸区别很大。是不会垮的。声明:以下都是主观看法……就当听个段子。 浑水当然是很懂中国股票。创始人Carson Block是个聪明人。 宏观:去年年初浑水看空贝壳时,正值新冠全球封城的时刻,瑞幸这样的实体经济很差……随时面临着彻底倒闭的风险。 这次是地产业的黑暗拖累了贝壳的业绩,明眼人都能看出来,贝壳今年下半年乃至未来1-2年的业绩都很差。 所以,浑水看空的宏观原因是很明朗的。 微观:瑞幸咖啡当时与星巴克、麦当劳咖啡和各种精品咖啡店并无质的区别,竞争强劲;而贝壳是最大的中介。这一点,是贝壳的优势。 筹码:瑞幸当时筹码较为分散,且大股东已经提前质押股权;贝壳这次筹码集中(但不清楚大股东有没有质押股权)。 贝壳现阶段现金流还可以,我猜测质押没有。那筹码分散当然方便对冲基金做空。【绿光资本2019年做空特斯拉就是因为特斯拉股权分散且马斯克质押了股份】 公司高管: 瑞幸咖啡大股东都要质押跑路,创业团队一开始就是奔着赚钱去的(号称中国最快的IPO) 初心不正,所以一看不行了就干脆自己主动爆空,趁最后还要在二级市场割一把;贝壳好歹团队做房子中介10多年了……而且公司存在职业经理人还能领高工资(创始人已经离世),这公司垮了上哪里就职。所以我们看到,面对浑水做空,贝壳表现强硬。 政策面:全国卖咖啡的很多,不缺瑞幸一家;但大规模的房子中介,贝壳这样的存在也是对地方财政收入的利好。 综上,能看到贝壳只是宏观面不利,其他还行。但,面对恶化的现金流,贝壳的中短期颓势是肯定的。。接下来,要么政策禁止(可能较小);要么高管跑路(可能也较小),这两种情况贝壳大崩盘。 要知","listText":"渐渐萎缩,是贝壳的宿命 聊聊贝壳 <a target=\"_blank\" href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a> 同是被浑水做空,但这次贝壳股价却一动不动。我认为:此次的贝壳跟去年的瑞幸区别很大。是不会垮的。声明:以下都是主观看法……就当听个段子。 浑水当然是很懂中国股票。创始人Carson Block是个聪明人。 宏观:去年年初浑水看空贝壳时,正值新冠全球封城的时刻,瑞幸这样的实体经济很差……随时面临着彻底倒闭的风险。 这次是地产业的黑暗拖累了贝壳的业绩,明眼人都能看出来,贝壳今年下半年乃至未来1-2年的业绩都很差。 所以,浑水看空的宏观原因是很明朗的。 微观:瑞幸咖啡当时与星巴克、麦当劳咖啡和各种精品咖啡店并无质的区别,竞争强劲;而贝壳是最大的中介。这一点,是贝壳的优势。 筹码:瑞幸当时筹码较为分散,且大股东已经提前质押股权;贝壳这次筹码集中(但不清楚大股东有没有质押股权)。 贝壳现阶段现金流还可以,我猜测质押没有。那筹码分散当然方便对冲基金做空。【绿光资本2019年做空特斯拉就是因为特斯拉股权分散且马斯克质押了股份】 公司高管: 瑞幸咖啡大股东都要质押跑路,创业团队一开始就是奔着赚钱去的(号称中国最快的IPO) 初心不正,所以一看不行了就干脆自己主动爆空,趁最后还要在二级市场割一把;贝壳好歹团队做房子中介10多年了……而且公司存在职业经理人还能领高工资(创始人已经离世),这公司垮了上哪里就职。所以我们看到,面对浑水做空,贝壳表现强硬。 政策面:全国卖咖啡的很多,不缺瑞幸一家;但大规模的房子中介,贝壳这样的存在也是对地方财政收入的利好。 综上,能看到贝壳只是宏观面不利,其他还行。但,面对恶化的现金流,贝壳的中短期颓势是肯定的。。接下来,要么政策禁止(可能较小);要么高管跑路(可能也较小),这两种情况贝壳大崩盘。 要知","text":"渐渐萎缩,是贝壳的宿命 聊聊贝壳 $贝壳(BEKE)$ 同是被浑水做空,但这次贝壳股价却一动不动。我认为:此次的贝壳跟去年的瑞幸区别很大。是不会垮的。声明:以下都是主观看法……就当听个段子。 浑水当然是很懂中国股票。创始人Carson Block是个聪明人。 宏观:去年年初浑水看空贝壳时,正值新冠全球封城的时刻,瑞幸这样的实体经济很差……随时面临着彻底倒闭的风险。 这次是地产业的黑暗拖累了贝壳的业绩,明眼人都能看出来,贝壳今年下半年乃至未来1-2年的业绩都很差。 所以,浑水看空的宏观原因是很明朗的。 微观:瑞幸咖啡当时与星巴克、麦当劳咖啡和各种精品咖啡店并无质的区别,竞争强劲;而贝壳是最大的中介。这一点,是贝壳的优势。 筹码:瑞幸当时筹码较为分散,且大股东已经提前质押股权;贝壳这次筹码集中(但不清楚大股东有没有质押股权)。 贝壳现阶段现金流还可以,我猜测质押没有。那筹码分散当然方便对冲基金做空。【绿光资本2019年做空特斯拉就是因为特斯拉股权分散且马斯克质押了股份】 公司高管: 瑞幸咖啡大股东都要质押跑路,创业团队一开始就是奔着赚钱去的(号称中国最快的IPO) 初心不正,所以一看不行了就干脆自己主动爆空,趁最后还要在二级市场割一把;贝壳好歹团队做房子中介10多年了……而且公司存在职业经理人还能领高工资(创始人已经离世),这公司垮了上哪里就职。所以我们看到,面对浑水做空,贝壳表现强硬。 政策面:全国卖咖啡的很多,不缺瑞幸一家;但大规模的房子中介,贝壳这样的存在也是对地方财政收入的利好。 综上,能看到贝壳只是宏观面不利,其他还行。但,面对恶化的现金流,贝壳的中短期颓势是肯定的。。接下来,要么政策禁止(可能较小);要么高管跑路(可能也较小),这两种情况贝壳大崩盘。 要知","images":[{"img":"https://static.tigerbbs.com/11ab97ab31d183ca567738ae6b87cd8c","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/696460555","isVote":1,"tweetType":1,"viewCount":7179,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553424400895911","authorId":"3553424400895911","name":"风铃泡泡","avatar":"https://static.tigerbbs.com/7cea9b8a2671ca7e510e77d94b3dd8ff","crmLevel":1,"crmLevelSwitch":1,"idStr":"3553424400895911","authorIdStr":"3553424400895911"},"content":"房价太高了,而且主要是买房是负收益,没有升值空间没有投资价值,对有住房刚需的人来说,高价接盘买房还贷款都是个问题,又有多少人能承受的起这么大的代价,买个房掏空父母和自己多年积蓄,背十几二十年贷款,影响限制未来投资发展空间,但是房价不会涨还可能下跌,所以买房显然是不明智的选择,挂牌卖房业主很多,成交少的可怜,典型有价无市!","text":"房价太高了,而且主要是买房是负收益,没有升值空间没有投资价值,对有住房刚需的人来说,高价接盘买房还贷款都是个问题,又有多少人能承受的起这么大的代价,买个房掏空父母和自己多年积蓄,背十几二十年贷款,影响限制未来投资发展空间,但是房价不会涨还可能下跌,所以买房显然是不明智的选择,挂牌卖房业主很多,成交少的可怜,典型有价无市!","html":"房价太高了,而且主要是买房是负收益,没有升值空间没有投资价值,对有住房刚需的人来说,高价接盘买房还贷款都是个问题,又有多少人能承受的起这么大的代价,买个房掏空父母和自己多年积蓄,背十几二十年贷款,影响限制未来投资发展空间,但是房价不会涨还可能下跌,所以买房显然是不明智的选择,挂牌卖房业主很多,成交少的可怜,典型有价无市!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":603403792,"gmtCreate":1638435766430,"gmtModify":1638435766430,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"themes":[],"htmlText":"炒股一年半,炒了个寂寞。我得好好反思了。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/CPE\">$卡隆石油(CPE)$</a><a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>","listText":"炒股一年半,炒了个寂寞。我得好好反思了。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/CPE\">$卡隆石油(CPE)$</a><a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>","text":"炒股一年半,炒了个寂寞。我得好好反思了。 $特斯拉(TSLA)$$卡隆石油(CPE)$$RLX科技(RLX)$","images":[{"img":"https://static.tigerbbs.com/e286715b3572afabda5caef8dfd280cd","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/603403792","isVote":1,"tweetType":1,"viewCount":3058,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3524003771352283","authorId":"3524003771352283","name":"怀笑天","avatar":"https://static.tigerbbs.com/f9438ab8878071c2312cff696edfb6b6","crmLevel":1,"crmLevelSwitch":0,"idStr":"3524003771352283","authorIdStr":"3524003771352283"},"content":"撤吧,不靠谱","text":"撤吧,不靠谱","html":"撤吧,不靠谱"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":693612870,"gmtCreate":1640012683524,"gmtModify":1640012927107,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/RIVN 20211231 55.0 PUT\">$RIVN 20211231 55.0 PUT$ </a>玩的就是心跳!基于多方研究的基础上,买了20手深度虚值期权。接下来,就看老天和耶稣基督给不给运气让赚了还是 归0 ?明天更新我对它的公司研究<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"<a href=\"https://laohu8.com/OPT/RIVN 20211231 55.0 PUT\">$RIVN 20211231 55.0 PUT$ </a>玩的就是心跳!基于多方研究的基础上,买了20手深度虚值期权。接下来,就看老天和耶稣基督给不给运气让赚了还是 归0 ?明天更新我对它的公司研究<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"$RIVN 20211231 55.0 PUT$ 玩的就是心跳!基于多方研究的基础上,买了20手深度虚值期权。接下来,就看老天和耶稣基督给不给运气让赚了还是 归0 ?明天更新我对它的公司研究$Rivian Automotive, Inc.(RIVN)$$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/7c587b8a21aa40170231129758c4904f","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/693612870","isVote":1,"tweetType":1,"viewCount":5171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":409851068531360,"gmtCreate":1741070992593,"gmtModify":1741070996768,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"themes":[],"title":"AI军备竞赛将促进达子起飞","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v>开宗名义,就是看好。接下来摆事实讲道理。 何谓军备竞赛,竞赛,竞赛,不把对方彻底打倒不罢休!比如1970时代的美苏,今天你发卫星,明天我就登月;。而时下最热的,毫无疑问是AI军备竞赛。 对于大国大资本来说,钱是永远都不缺的。但是输了伤了信心那就是大问题。Deepseek刚一问世,为啥老美AI圈各种解构? 有没有思考过? 法国为啥自己的大模型那么烂,也要继续改进?想想。 天下大乱的时候,卖军火的是最挣钱的。NVDA现在就是这个角色。OpenAI估值3000亿水平; Deepseek和Anthropocene估值1000亿水平; xAI估值700亿。其他的大模型应该都在200-500亿区间。(单位:USD) 。 阿里预计未来10年大幅增加云和AI支出; xAI要新融资100亿美元并把自己的GPU数量从20万块增加到100万块。Anthropic 新融资30亿。这些高达100多亿的钱,其中很大一部分会流进NVDa. 这还是明面上的。 暗地里里,其他家呢? 都是不差钱的主,谁会允许自己输? 豆包?Deepseek , 还是马斯克? 就说马斯克吧,明明OpenAI自己也是创始人,如今这么一块肥肉因自己早年的“意气用事”丢掉了,能忍? 作为首富追求的是 人类科技集大成者,怎能被Sam Altman抢了风头? 明明现在主业是DOGE, <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>都不管了,xAI却十分上心。他不能输!不能被Sam Altman那小子抢了风头,美国科技的代名词应该是Elon Musk ! 这个科技铁王座是老马的! NVDA的长期未","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v>开宗名义,就是看好。接下来摆事实讲道理。 何谓军备竞赛,竞赛,竞赛,不把对方彻底打倒不罢休!比如1970时代的美苏,今天你发卫星,明天我就登月;。而时下最热的,毫无疑问是AI军备竞赛。 对于大国大资本来说,钱是永远都不缺的。但是输了伤了信心那就是大问题。Deepseek刚一问世,为啥老美AI圈各种解构? 有没有思考过? 法国为啥自己的大模型那么烂,也要继续改进?想想。 天下大乱的时候,卖军火的是最挣钱的。NVDA现在就是这个角色。OpenAI估值3000亿水平; Deepseek和Anthropocene估值1000亿水平; xAI估值700亿。其他的大模型应该都在200-500亿区间。(单位:USD) 。 阿里预计未来10年大幅增加云和AI支出; xAI要新融资100亿美元并把自己的GPU数量从20万块增加到100万块。Anthropic 新融资30亿。这些高达100多亿的钱,其中很大一部分会流进NVDa. 这还是明面上的。 暗地里里,其他家呢? 都是不差钱的主,谁会允许自己输? 豆包?Deepseek , 还是马斯克? 就说马斯克吧,明明OpenAI自己也是创始人,如今这么一块肥肉因自己早年的“意气用事”丢掉了,能忍? 作为首富追求的是 人类科技集大成者,怎能被Sam Altman抢了风头? 明明现在主业是DOGE, <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>都不管了,xAI却十分上心。他不能输!不能被Sam Altman那小子抢了风头,美国科技的代名词应该是Elon Musk ! 这个科技铁王座是老马的! NVDA的长期未","text":"$英伟达(NVDA)$ 开宗名义,就是看好。接下来摆事实讲道理。 何谓军备竞赛,竞赛,竞赛,不把对方彻底打倒不罢休!比如1970时代的美苏,今天你发卫星,明天我就登月;。而时下最热的,毫无疑问是AI军备竞赛。 对于大国大资本来说,钱是永远都不缺的。但是输了伤了信心那就是大问题。Deepseek刚一问世,为啥老美AI圈各种解构? 有没有思考过? 法国为啥自己的大模型那么烂,也要继续改进?想想。 天下大乱的时候,卖军火的是最挣钱的。NVDA现在就是这个角色。OpenAI估值3000亿水平; Deepseek和Anthropocene估值1000亿水平; xAI估值700亿。其他的大模型应该都在200-500亿区间。(单位:USD) 。 阿里预计未来10年大幅增加云和AI支出; xAI要新融资100亿美元并把自己的GPU数量从20万块增加到100万块。Anthropic 新融资30亿。这些高达100多亿的钱,其中很大一部分会流进NVDa. 这还是明面上的。 暗地里里,其他家呢? 都是不差钱的主,谁会允许自己输? 豆包?Deepseek , 还是马斯克? 就说马斯克吧,明明OpenAI自己也是创始人,如今这么一块肥肉因自己早年的“意气用事”丢掉了,能忍? 作为首富追求的是 人类科技集大成者,怎能被Sam Altman抢了风头? 明明现在主业是DOGE, $特斯拉(TSLA)$ 都不管了,xAI却十分上心。他不能输!不能被Sam Altman那小子抢了风头,美国科技的代名词应该是Elon Musk ! 这个科技铁王座是老马的! 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这是行情启动了?$蜜雪集团(02097)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/411949921767592","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201684861268842","authorId":"4201684861268842","name":"Ray5788","avatar":"https://static.tigerbbs.com/5780a104740ffc203c2f3dd13a5086e2","crmLevel":7,"crmLevelSwitch":0,"idStr":"4201684861268842","authorIdStr":"4201684861268842"},"content":"打新留到现在收益也不错","text":"打新留到现在收益也不错","html":"打新留到现在收益也不错"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411197223641392,"gmtCreate":1741423621200,"gmtModify":1741423623074,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"themes":[],"htmlText":"建议<a 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拿达子的先走开,因为王小雨在加仓。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/411197223641392","isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693742804,"gmtCreate":1640089270666,"gmtModify":1640089270666,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"themes":[],"htmlText":"是的。把期权当作合理的杠杆工具,一定时期内适度放大现货收益的工具,带杠杆的现货;会心态平和很多。不要害怕亏损而止步不前【拿了一两天就立刻平仓,本质就是害怕】,也不要幻想一夜暴富【过于贪婪】,世上也没有一夜暴富的事。万丈高楼平地起。追求“低回撤下的复利效应”,持有一段时间收获一定盈利,就很好了。","listText":"是的。把期权当作合理的杠杆工具,一定时期内适度放大现货收益的工具,带杠杆的现货;会心态平和很多。不要害怕亏损而止步不前【拿了一两天就立刻平仓,本质就是害怕】,也不要幻想一夜暴富【过于贪婪】,世上也没有一夜暴富的事。万丈高楼平地起。追求“低回撤下的复利效应”,持有一段时间收获一定盈利,就很好了。","text":"是的。把期权当作合理的杠杆工具,一定时期内适度放大现货收益的工具,带杠杆的现货;会心态平和很多。不要害怕亏损而止步不前【拿了一两天就立刻平仓,本质就是害怕】,也不要幻想一夜暴富【过于贪婪】,世上也没有一夜暴富的事。万丈高楼平地起。追求“低回撤下的复利效应”,持有一段时间收获一定盈利,就很好了。","images":[{"img":"https://static.tigerbbs.com/e55bbbf5c22ba7f10837e532c817e24d","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/693742804","isVote":1,"tweetType":1,"viewCount":3327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":412305679208952,"gmtCreate":1741681038938,"gmtModify":1741681054998,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"themes":[],"htmlText":"目标价150<a 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何时退场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/412305679208952","isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/a2f3cf18d9385e273efad9ac0cebbc66","crmLevel":8,"crmLevelSwitch":0,"idStr":"4088626949262520","authorIdStr":"4088626949262520"},"content":"王小雨真是自带带崩体质[捂脸]","text":"王小雨真是自带带崩体质[捂脸]","html":"王小雨真是自带带崩体质[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696716468,"gmtCreate":1640768765326,"gmtModify":1640768765326,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505706151977206","authorIdStr":"3505706151977206"},"themes":[],"htmlText":"特斯拉又涨了。呵,[捂脸] 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LYFT ......","htmlText":"今年,自动驾驶市场将迎来一次划时代的爆发!特斯拉下月将在奥斯汀启动Robotaxi, <a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> 和 <a href=\"https://laohu8.com/S/LYFT\">$Lyft, Inc.(LYFT)$</a> 今年将在德州和亚特兰大推出自动驾驶出租车,谷歌旗下Waymo和Magna International计划到2026年底将亚利桑那州工厂的自动驾驶出租车生产扩大两倍。这一连串重大举措标志着:今年就是自动驾驶商业化爆发的起点。而把时间线拉长,我们就知道这是一个万亿美元级的超级市场,未来十年,自动驾驶市场将从1.7万亿美元飞跃至3.9万亿美元,而完全自动驾驶市场将从2024年的600亿美元增长至2033年的2000亿美元!麦肯锡更是预测,到 2035 年自动驾驶可能创造4000亿美元的收入。Autonomous Cars Could Add $7 Trillion to the US Economy今天,我们美股投资网将给大家深度分析,四家在自动驾驶领域的“佼佼者”,它们各自的技术优势和护城河?这些美股公司未来的增长潜力又有多大?我相信无论你是正在寻找下一个投资机会,还是想了解未来出行的颠覆性变化,这些公司都将是你必须关注的对象。大家好,这里是美股投资网,2008年成立于美国硅谷,由前纽约证券交易所资深分析师Ken创立,专注AI,挖掘美股投资机会,旗下 AI量化美股分析工具- 美股大数据 StockWe.com 每天追踪机构主力资金买卖情况,多空情绪。 关键点开始前,有个很关键的概念大家必须先搞懂,就是将自动驾驶汽车推向市场主要有两种方式。一、渐进式部署(辅助驾驶演进路线)也称为从 L2/L3 向 L4 演进的路线。这种方式是目前大多数传统车企如特斯拉、奔驰、宝马、","listText":"今年,自动驾驶市场将迎来一次划时代的爆发!特斯拉下月将在奥斯汀启动Robotaxi, <a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> 和 <a href=\"https://laohu8.com/S/LYFT\">$Lyft, Inc.(LYFT)$</a> 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