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2025-07-16

$特斯拉(TSLA)$ 一年又一年

2024-10-06

你的中免还有持仓吗

@gugu:$中国海洋石油(00883)$ 这轮牛市就是逼空，前期空头头寸越大的个股，这轮涨幅逾大。证券、白酒、地产表演的都是收割空头。

2022-10-31

不给糖就捣蛋[愤怒]

2022-05-22

锂电池发展到了瓶颈期，钛酸锂的安全，充电时间，寿命是一个不错的新突破点，但是目前密度依旧无法满足小型乘用车。所以宁德时代暂时还是安全的

@国际投行研究报告:宁德时代研发投入连小米都不如背后日经：谁是取代锂的新主角？

2022-03-14

巴菲特8块买比亚迪，涨到80跌回10块，来回几次，每次比亚迪低位媒体文章就说巴菲特不行了，高位了就说巴菲特厉害，今天回头看看，相对于8块的成本，300和200一股有什么区别

抱歉，原内容已删除

2021-08-04

防沉迷应该针对所有人，每一个账号游戏1小时强制15分钟下线，无论是不是未成年都应该这样，否则，所有孩子用家长的手机可以无限制玩游戏，所谓游戏界面说那几句防沉迷的话就能起作用了？

抱歉，原内容已删除

2021-08-02

阿里不再创造新价值了，只是在消费剩余价值

抱歉，原内容已删除

2021-07-25

宁德时代吃的是人口红利，就是体量利润，但不会增长太久。并且。宁德时代不是高科技企业，是普通科技，很容易一夜之间一个新的电池技术革新性颠覆它，作为投资，电，机械，融合起来，持续消费属性，首选比亚迪，不用考虑宁德时代，拉长时间10年，15年来看，不要看眼前

抱歉，原内容已删除

2021-07-12

美国高科技研究方向可不是中国这些头部公司搞的各种社区买菜，是未来

抱歉，原内容已删除

2021-07-01

2014年18元买的格力，持有7年了，收获颇丰

抱歉，原内容已删除

2021-05-26

这是被迫升值

抱歉，原内容已删除

2021-05-25

$五粮液(000858)$有人说价值投资在中国不存在，其实是自己心中无法坚持，也有人说，你每一个高点卖了，低点买回来，高抛低吸，这种马后炮的话简直幼稚可笑，企业的成长需要陪伴，价值的抬升需要时间，纪念2015年5173跌到2638的抄底机会，主动买套除了拥有绝对的自信，也要对一个行业有深刻认知

2021-04-14

明天还得跌，业绩支撑不了这个股价，今天的大涨只是消化昨天的情绪

抱歉，原内容已删除

2020-08-24

兄弟，方向不要搞错

@大天:失败笔记1：特斯拉期权让我最高时亏了1200%

2020-08-21

无欲速.无见小利

2020-02-04

$特斯拉(TSLA)$ 风物长及放眼量

去老虎APP查看更多动态

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 日经：谁是取代锂的新主角？","htmlText":"宁德时代带领下中国汽车电池行业的内卷和研发不足已经是定论，宁德时代甚至被分析师说你的研发连互联网行业里面公认的最没技术含量的小米的研发经费都比不上。 话很刻薄，但这是目前中国电池行业的现状。无论是宁德时代还是比亚迪，其电池基本上还是传统的制造业，通过规模效应、国家补贴、出口补贴等获得可怜的代工利润。事实上吧，不仅是电池，就是半导体，中国半导体企业大部分也是制造业，模式就是进口设备、进口原材料，加工生产。所以，这些所谓高科技只要鬼子制裁或者不给订单立马就嫣了。 但是，未来肯定是通过技术创新的。日经新闻认为，2030～2040年，全球被认为将迎来“电池时代”，那么，未来能取代锂呢？对未来材料的研发才是电池企业需要正确面对的问题，而这才是研发！ // 电池时代：谁是取代锂的新主角？ 日本九州大学将开发采用氟、氯和溴的电池（图由该大学提供） “存储电力的容量超过锂”，日本九州大学的研究团队对于新主角的亮相充满期待。 新型电池产生电力的离子采用与锂不同的氟。因此被称为氟化物离子电池。 氟因牙膏而被人们熟知，3个氟原子和铁结合，首先制成电极。蓄电容量为每克579毫安时。如果制成电池，容量有望达到锂离子电池的3倍。这可以让纯电动汽车的续航距离延长，如果维持电池的大小不变，还有望让纯电动汽车价格降低2成。 容量之所以迅速增加，是因为在正极和负极之间移动的氟化物离子能通过电线同时获得3个电子。接近于一次性搬运和储存多件货物的情形。相反，锂离子能携带的电子仅为1个。 除此以外，据称氯和溴也很有潜力。3个离子分别与铋离子结合之后，同样能使电子移动。相关研究已获得日本新能源产业技术综合开发机构（NEDO）的支援。 据日本地球环境产业技术研究机构（RITE）统计，要在2050年之前实现温室气体净零排放，社会的电动化不可或缺。至少需要累计达到最高100万亿瓦时的蓄电池。 既属于出行手段又为家庭供电的纯","listText":"宁德时代带领下中国汽车电池行业的内卷和研发不足已经是定论，宁德时代甚至被分析师说你的研发连互联网行业里面公认的最没技术含量的小米的研发经费都比不上。 话很刻薄，但这是目前中国电池行业的现状。无论是宁德时代还是比亚迪，其电池基本上还是传统的制造业，通过规模效应、国家补贴、出口补贴等获得可怜的代工利润。事实上吧，不仅是电池，就是半导体，中国半导体企业大部分也是制造业，模式就是进口设备、进口原材料，加工生产。所以，这些所谓高科技只要鬼子制裁或者不给订单立马就嫣了。 但是，未来肯定是通过技术创新的。日经新闻认为，2030～2040年，全球被认为将迎来“电池时代”，那么，未来能取代锂呢？对未来材料的研发才是电池企业需要正确面对的问题，而这才是研发！ // 电池时代：谁是取代锂的新主角？ 日本九州大学将开发采用氟、氯和溴的电池（图由该大学提供） “存储电力的容量超过锂”，日本九州大学的研究团队对于新主角的亮相充满期待。 新型电池产生电力的离子采用与锂不同的氟。因此被称为氟化物离子电池。 氟因牙膏而被人们熟知，3个氟原子和铁结合，首先制成电极。蓄电容量为每克579毫安时。如果制成电池，容量有望达到锂离子电池的3倍。这可以让纯电动汽车的续航距离延长，如果维持电池的大小不变，还有望让纯电动汽车价格降低2成。 容量之所以迅速增加，是因为在正极和负极之间移动的氟化物离子能通过电线同时获得3个电子。接近于一次性搬运和储存多件货物的情形。相反，锂离子能携带的电子仅为1个。 除此以外，据称氯和溴也很有潜力。3个离子分别与铋离子结合之后，同样能使电子移动。相关研究已获得日本新能源产业技术综合开发机构（NEDO）的支援。 据日本地球环境产业技术研究机构（RITE）统计，要在2050年之前实现温室气体净零排放，社会的电动化不可或缺。至少需要累计达到最高100万亿瓦时的蓄电池。 既属于出行手段又为家庭供电的纯","text":"宁德时代带领下中国汽车电池行业的内卷和研发不足已经是定论，宁德时代甚至被分析师说你的研发连互联网行业里面公认的最没技术含量的小米的研发经费都比不上。 话很刻薄，但这是目前中国电池行业的现状。无论是宁德时代还是比亚迪，其电池基本上还是传统的制造业，通过规模效应、国家补贴、出口补贴等获得可怜的代工利润。事实上吧，不仅是电池，就是半导体，中国半导体企业大部分也是制造业，模式就是进口设备、进口原材料，加工生产。所以，这些所谓高科技只要鬼子制裁或者不给订单立马就嫣了。 但是，未来肯定是通过技术创新的。日经新闻认为，2030～2040年，全球被认为将迎来“电池时代”，那么，未来能取代锂呢？对未来材料的研发才是电池企业需要正确面对的问题，而这才是研发！ // 电池时代：谁是取代锂的新主角？ 日本九州大学将开发采用氟、氯和溴的电池（图由该大学提供） “存储电力的容量超过锂”，日本九州大学的研究团队对于新主角的亮相充满期待。 新型电池产生电力的离子采用与锂不同的氟。因此被称为氟化物离子电池。 氟因牙膏而被人们熟知，3个氟原子和铁结合，首先制成电极。蓄电容量为每克579毫安时。如果制成电池，容量有望达到锂离子电池的3倍。这可以让纯电动汽车的续航距离延长，如果维持电池的大小不变，还有望让纯电动汽车价格降低2成。 容量之所以迅速增加，是因为在正极和负极之间移动的氟化物离子能通过电线同时获得3个电子。接近于一次性搬运和储存多件货物的情形。相反，锂离子能携带的电子仅为1个。 除此以外，据称氯和溴也很有潜力。3个离子分别与铋离子结合之后，同样能使电子移动。相关研究已获得日本新能源产业技术综合开发机构（NEDO）的支援。 据日本地球环境产业技术研究机构（RITE）统计，要在2050年之前实现温室气体净零排放，社会的电动化不可或缺。至少需要累计达到最高100万亿瓦时的蓄电池。 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