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不高兴1994
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不高兴1994
2020-01-17
$特斯拉(TSLA)$
现在加州的交付减少,还有一种可能是在为Y做准备,腾笼换鸟
不高兴1994
2020-02-06
$特斯拉(TSLA)$
特斯拉未来是带动整个产业链的,受益的是中国企业,我们的政府也是大力支持的
不高兴1994
2021-02-14
$名创优品(MNSO)$
躺着
不高兴1994
2020-02-13
$特斯拉(TSLA)$
好安静啊[DOGE]
不高兴1994
2021-04-20
我的老虎抱枕终于到手啦[开心]
不高兴1994
2019-12-24
赚的不多,慢慢来
不高兴1994
2019-12-06
这篇文章不错,转发给大家看看
抱歉,原内容已删除
不高兴1994
2020-02-27
这篇文章不错,转发给大家看看
抱歉,原内容已删除
不高兴1994
2021-03-04
这篇文章不错,转发给大家看看
@小虎AV:在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。$比特币基金(GBTC)$ $特斯拉(TSLA)$ $游戏驿站(GME)$比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,
不高兴1994
2021-02-05
这篇文章不错,转发给大家看看
@小虎AV: 【必看!CNBC专访华尔街带头大哥 Chamath中字完整视频:WSB课代表舌战华尔街名嘴!】Wallstreetbets论坛网红,亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访,本来以为是个对散户的道德拷问,最后却变成了对建制派的灵魂追问! 他在节目中表示已经清掉了自己在GME中的仓位,精彩要点如下:1,GME股价暴涨的原因是这只股票被机构做空了140%,凭什么可以多40%?要不是华尔街机构天天利用散户不能用的工具,怎么可能多40%而被散户抓到空子? 2,论坛上的研究水平,很多都和对冲基金的研究水平相当,凭什么散户不能根据这些研究来买卖? 3,华尔街上的量化基金(指明文艺复兴),根本就不看基本面来买卖,凭什么他们不看基本面就可以不受到指责,而散户不看基本面就要被指责? 4,从特斯拉股价的历史来看,所有的对冲基金都错,所有的散户都对,凭什么对冲基金就一定要比散户对? 5,对冲基金只开放给大户投资而不开放给散户,现在散户赚钱了就不满了要限制散户,凭什么? Chamath也说得很清楚,市场中性原则(market neutral)基金靠着$10亿的本金,就能得到券商$100亿的杠杆,这些都是散户没有的优势。华尔街就靠着秘密,靠着好的晚餐,靠着相互之间勾肩搭背,来垄断投资市场。而论坛的讨论很透明,这些都是华尔街应该学习的东西。不剧透了,大家自己看吧。 对话很精彩,中间Palihapitiya的观点把主持人问到闭麦三秒,我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访,安利大家一定要看![哟哟]$游戏驿站(GME)$ $AMC院线(AMC)$
不高兴1994
2021-02-01
$阿里巴巴(BABA)$
今天有希望了
不高兴1994
2021-01-28
这篇文章不错,转发给大家看看
@话题虎:史诗级散户血洗华尔街三天三夜!感受人民的力量吧!
不高兴1994
2020-02-12
哎,坑了多少韭菜,偏偏好多人信
抱歉,原内容已删除
不高兴1994
2020-02-05
慢慢来吧,发展的超过自己的预想
不高兴1994
2020-02-03
这篇文章不错,转发给大家看看
@安心睡大觉:特斯拉值不值1200亿美元?
不高兴1994
2020-01-30
这篇文章不错,转发给大家看看
抱歉,原内容已删除
不高兴1994
2020-01-30
这篇文章不错,转发给大家看看
抱歉,原内容已删除
不高兴1994
2020-01-24
$特斯拉(TSLA)$
利好吧
不高兴1994
2020-01-23
这篇文章不错,转发给大家看看
@惠星的财报解读:阿里要烧多少钱,才能把拼多多的百亿补贴变成良药?
不高兴1994
2020-01-15
这篇文章不错,转发给大家看看
抱歉,原内容已删除
去老虎APP查看更多动态
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","text":"我的老虎抱枕终于到手啦[开心]","images":[{"img":"https://static.tigerbbs.com/136107444481b1f3d7cc97cef16afffe","width":"2539","height":"2758"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371903781","isVote":1,"tweetType":1,"viewCount":5395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":364793309,"gmtCreate":1614872387801,"gmtModify":1703482396188,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"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/364793309","repostId":"361817603","repostType":1,"repost":{"id":361817603,"gmtCreate":1614220094698,"gmtModify":1744960635887,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"芒格最新视频:比特币和特斯拉都不要,我选比亚迪","htmlText":"\n \n \n 在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,\n \n","listText":"在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,","text":"在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。$比特币基金(GBTC)$ $特斯拉(TSLA)$ $游戏驿站(GME)$比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,","images":[{"img":"https://static.tigerbbs.com/9ea804e6665e6ed99c6b15df092d7665","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361817603","isVote":1,"tweetType":2,"object":{"id":"2681abb37d614ee0aa94a18566228fc9","tweetId":"361817603","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/fb08f52d5285890814680351672/v.f30.mp4","poster":"https://static.tigerbbs.com/9ea804e6665e6ed99c6b15df092d7665"},"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386771674,"gmtCreate":1613286958298,"gmtModify":1613286958298,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a>躺着","listText":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a>躺着","text":"$名创优品(MNSO)$躺着","images":[{"img":"https://static.tigerbbs.com/92516b5b125b0770f9dad85317bb31ca","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386771674","isVote":1,"tweetType":1,"viewCount":2565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":380927356,"gmtCreate":1612507036775,"gmtModify":1703762840141,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"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/380927356","repostId":"311243649","repostType":1,"repost":{"id":311243649,"gmtCreate":1611804462472,"gmtModify":1703754062748,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n 【必看!CNBC专访华尔街带头大哥 Chamath中字完整视频:WSB课代表舌战华尔街名嘴!】Wallstreetbets论坛网红,亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访,本来以为是个对散户的道德拷问,最后却变成了对建制派的灵魂追问! 他在节目中表示已经清掉了自己在GME中的仓位,精彩要点如下:1,GME股价暴涨的原因是这只股票被机构做空了140%,凭什么可以多40%?要不是华尔街机构天天利用散户不能用的工具,怎么可能多40%而被散户抓到空子? 2,论坛上的研究水平,很多都和对冲基金的研究水平相当,凭什么散户不能根据这些研究来买卖? 3,华尔街上的量化基金(指明文艺复兴),根本就不看基本面来买卖,凭什么他们不看基本面就可以不受到指责,而散户不看基本面就要被指责? 4,从特斯拉股价的历史来看,所有的对冲基金都错,所有的散户都对,凭什么对冲基金就一定要比散户对? 5,对冲基金只开放给大户投资而不开放给散户,现在散户赚钱了就不满了要限制散户,凭什么? Chamath也说得很清楚,市场中性原则(market neutral)基金靠着$10亿的本金,就能得到券商$100亿的杠杆,这些都是散户没有的优势。华尔街就靠着秘密,靠着好的晚餐,靠着相互之间勾肩搭背,来垄断投资市场。而论坛的讨论很透明,这些都是华尔街应该学习的东西。不剧透了,大家自己看吧。 对话很精彩,中间Palihapitiya的观点把主持人问到闭麦三秒,我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访,安利大家一定要看![哟哟]$游戏驿站(GME)$ $AMC院线(AMC)$\n \n","listText":"【必看!CNBC专访华尔街带头大哥 Chamath中字完整视频:WSB课代表舌战华尔街名嘴!】Wallstreetbets论坛网红,亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访,本来以为是个对散户的道德拷问,最后却变成了对建制派的灵魂追问! 他在节目中表示已经清掉了自己在GME中的仓位,精彩要点如下:1,GME股价暴涨的原因是这只股票被机构做空了140%,凭什么可以多40%?要不是华尔街机构天天利用散户不能用的工具,怎么可能多40%而被散户抓到空子? 2,论坛上的研究水平,很多都和对冲基金的研究水平相当,凭什么散户不能根据这些研究来买卖? 3,华尔街上的量化基金(指明文艺复兴),根本就不看基本面来买卖,凭什么他们不看基本面就可以不受到指责,而散户不看基本面就要被指责? 4,从特斯拉股价的历史来看,所有的对冲基金都错,所有的散户都对,凭什么对冲基金就一定要比散户对? 5,对冲基金只开放给大户投资而不开放给散户,现在散户赚钱了就不满了要限制散户,凭什么? Chamath也说得很清楚,市场中性原则(market neutral)基金靠着$10亿的本金,就能得到券商$100亿的杠杆,这些都是散户没有的优势。华尔街就靠着秘密,靠着好的晚餐,靠着相互之间勾肩搭背,来垄断投资市场。而论坛的讨论很透明,这些都是华尔街应该学习的东西。不剧透了,大家自己看吧。 对话很精彩,中间Palihapitiya的观点把主持人问到闭麦三秒,我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访,安利大家一定要看![哟哟]$游戏驿站(GME)$ $AMC院线(AMC)$","text":"【必看!CNBC专访华尔街带头大哥 Chamath中字完整视频:WSB课代表舌战华尔街名嘴!】Wallstreetbets论坛网红,亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访,本来以为是个对散户的道德拷问,最后却变成了对建制派的灵魂追问! 他在节目中表示已经清掉了自己在GME中的仓位,精彩要点如下:1,GME股价暴涨的原因是这只股票被机构做空了140%,凭什么可以多40%?要不是华尔街机构天天利用散户不能用的工具,怎么可能多40%而被散户抓到空子? 2,论坛上的研究水平,很多都和对冲基金的研究水平相当,凭什么散户不能根据这些研究来买卖? 3,华尔街上的量化基金(指明文艺复兴),根本就不看基本面来买卖,凭什么他们不看基本面就可以不受到指责,而散户不看基本面就要被指责? 4,从特斯拉股价的历史来看,所有的对冲基金都错,所有的散户都对,凭什么对冲基金就一定要比散户对? 5,对冲基金只开放给大户投资而不开放给散户,现在散户赚钱了就不满了要限制散户,凭什么? Chamath也说得很清楚,市场中性原则(market neutral)基金靠着$10亿的本金,就能得到券商$100亿的杠杆,这些都是散户没有的优势。华尔街就靠着秘密,靠着好的晚餐,靠着相互之间勾肩搭背,来垄断投资市场。而论坛的讨论很透明,这些都是华尔街应该学习的东西。不剧透了,大家自己看吧。 对话很精彩,中间Palihapitiya的观点把主持人问到闭麦三秒,我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访,安利大家一定要看![哟哟]$游戏驿站(GME)$ $AMC院线(AMC)$","images":[{"img":"https://static.tigerbbs.com/5bbec08aba384e043f57c0bffc73a79c","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311243649","isVote":1,"tweetType":2,"object":{"id":"ce75dde2879e4f3c932882c54b24c219","tweetId":"311243649","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/51dce7e95285890813402890327/f0.mp4","poster":"https://static.tigerbbs.com/5bbec08aba384e043f57c0bffc73a79c"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312247430,"gmtCreate":1612159788620,"gmtModify":1703758059743,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>今天有希望了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>今天有希望了","text":"$阿里巴巴(BABA)$今天有希望了","images":[{"img":"https://static.tigerbbs.com/88cc35e355f6161d5edf19651e4214df","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312247430","isVote":1,"tweetType":1,"viewCount":3792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311143411,"gmtCreate":1611769094233,"gmtModify":1703753669316,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"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/311143411","repostId":"313513574","repostType":1,"repost":{"id":313513574,"gmtCreate":1611738513892,"gmtModify":1703752772485,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"史诗级散户血洗华尔街三天三夜!感受人民的力量吧!","htmlText":"2021年一开年,华尔街就上演了一出传奇故事: 以往,常常被机构压榨、收割的散户,却突然在上周五揭竿而起,上演了一出“以下犯上“的起义! 并且一路披荆斩棘,血洗机构三天三夜! 香橼(著名做空机构)投降,黯然离场... ... Point72(对冲基金)7.5亿美元,全部陪光... ... Citadel(对冲基金)20亿美元,打光殆尽... ... Melvin(千亿资产的明星对冲基金)直接爆仓,濒临破产! .... ... 鳄鱼终于也留下了眼泪... ... 01 1月22日,WallStreetBets(华尔街赌场)股票社区集结了大量散户,他们要发起一场针对做空机构的报复行动。 导火索是,香橼公开嘲讽散户们热爱的<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 只有20美元的价值(约50%的下跌空间),此举彻底激怒了散户。 (香橼创始人Andrew Left 发表做空GME视频) 以往,被机构吊打、相互算计的散户,竟然团结了起来,他们互相打气,号召大家团结做多,只要他们一条心,就可以逼退空头! 于是,为了赚钱,更是为了尊严,散户们开始了第一次针对机构的报复行动。 1月22日(上周五),GME开盘了: 1小时,股价拉升了5%; 2小时,股价突破了10%; 3小时,股价爆拉,突破40%! 4小时,股价达到高潮,突破70%!股价突破70$! ... ... 香橼哭了,像个祥林嫂一样,她说: 这是一次有组织、有规模的“金融暴力”!他们不仅割我的韭菜,还骚扰我的家人!我要告他们![流泪][流泪][流泪] (Andrew Left 称,会将网络暴力证据递交给SEC) 而另一边,是散户们不绝于耳的欢笑声,其中一位网友晒出了他的盈利单:5万","listText":"2021年一开年,华尔街就上演了一出传奇故事: 以往,常常被机构压榨、收割的散户,却突然在上周五揭竿而起,上演了一出“以下犯上“的起义! 并且一路披荆斩棘,血洗机构三天三夜! 香橼(著名做空机构)投降,黯然离场... ... Point72(对冲基金)7.5亿美元,全部陪光... ... Citadel(对冲基金)20亿美元,打光殆尽... ... Melvin(千亿资产的明星对冲基金)直接爆仓,濒临破产! .... ... 鳄鱼终于也留下了眼泪... ... 01 1月22日,WallStreetBets(华尔街赌场)股票社区集结了大量散户,他们要发起一场针对做空机构的报复行动。 导火索是,香橼公开嘲讽散户们热爱的<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 只有20美元的价值(约50%的下跌空间),此举彻底激怒了散户。 (香橼创始人Andrew Left 发表做空GME视频) 以往,被机构吊打、相互算计的散户,竟然团结了起来,他们互相打气,号召大家团结做多,只要他们一条心,就可以逼退空头! 于是,为了赚钱,更是为了尊严,散户们开始了第一次针对机构的报复行动。 1月22日(上周五),GME开盘了: 1小时,股价拉升了5%; 2小时,股价突破了10%; 3小时,股价爆拉,突破40%! 4小时,股价达到高潮,突破70%!股价突破70$! ... ... 香橼哭了,像个祥林嫂一样,她说: 这是一次有组织、有规模的“金融暴力”!他们不仅割我的韭菜,还骚扰我的家人!我要告他们![流泪][流泪][流泪] (Andrew Left 称,会将网络暴力证据递交给SEC) 而另一边,是散户们不绝于耳的欢笑声,其中一位网友晒出了他的盈利单:5万","text":"2021年一开年,华尔街就上演了一出传奇故事: 以往,常常被机构压榨、收割的散户,却突然在上周五揭竿而起,上演了一出“以下犯上“的起义! 并且一路披荆斩棘,血洗机构三天三夜! 香橼(著名做空机构)投降,黯然离场... ... Point72(对冲基金)7.5亿美元,全部陪光... ... Citadel(对冲基金)20亿美元,打光殆尽... ... Melvin(千亿资产的明星对冲基金)直接爆仓,濒临破产! .... ... 鳄鱼终于也留下了眼泪... ... 01 1月22日,WallStreetBets(华尔街赌场)股票社区集结了大量散户,他们要发起一场针对做空机构的报复行动。 导火索是,香橼公开嘲讽散户们热爱的$游戏驿站(GME)$ 只有20美元的价值(约50%的下跌空间),此举彻底激怒了散户。 (香橼创始人Andrew Left 发表做空GME视频) 以往,被机构吊打、相互算计的散户,竟然团结了起来,他们互相打气,号召大家团结做多,只要他们一条心,就可以逼退空头! 于是,为了赚钱,更是为了尊严,散户们开始了第一次针对机构的报复行动。 1月22日(上周五),GME开盘了: 1小时,股价拉升了5%; 2小时,股价突破了10%; 3小时,股价爆拉,突破40%! 4小时,股价达到高潮,突破70%!股价突破70$! ... ... 香橼哭了,像个祥林嫂一样,她说: 这是一次有组织、有规模的“金融暴力”!他们不仅割我的韭菜,还骚扰我的家人!我要告他们![流泪][流泪][流泪] (Andrew Left 称,会将网络暴力证据递交给SEC) 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>好安静啊[DOGE]","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>好安静啊[DOGE]","text":"$特斯拉(TSLA)$好安静啊[DOGE]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917023790","isVote":1,"tweetType":1,"viewCount":3883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914714513,"gmtCreate":1581495559432,"gmtModify":1704344315442,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"themes":[],"htmlText":"哎,坑了多少韭菜,偏偏好多人信","listText":"哎,坑了多少韭菜,偏偏好多人信","text":"哎,坑了多少韭菜,偏偏好多人信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914714513","repostId":"2010733998","repostType":2,"isVote":1,"tweetType":1,"viewCount":2129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914934546,"gmtCreate":1581001795085,"gmtModify":1704343214140,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉未来是带动整个产业链的,受益的是中国企业,我们的政府也是大力支持的","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉未来是带动整个产业链的,受益的是中国企业,我们的政府也是大力支持的","text":"$特斯拉(TSLA)$特斯拉未来是带动整个产业链的,受益的是中国企业,我们的政府也是大力支持的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/914934546","isVote":1,"tweetType":1,"viewCount":5261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915531398,"gmtCreate":1580867619214,"gmtModify":1704342658554,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"themes":[],"htmlText":"慢慢来吧,发展的超过自己的预想","listText":"慢慢来吧,发展的超过自己的预想","text":"慢慢来吧,发展的超过自己的预想","images":[{"img":"https://static.tigerbbs.com/24af49b7f5481aadbf9fe3403782945b","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915531398","isVote":1,"tweetType":1,"viewCount":2049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":915929862,"gmtCreate":1580663092656,"gmtModify":1704341882574,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"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/915929862","repostId":"915981652","repostType":1,"repost":{"id":915981652,"gmtCreate":1580625839876,"gmtModify":1704341859069,"author":{"id":"3502662293881250","authorId":"3502662293881250","name":"安心睡大觉","avatar":"https://static.tigerbbs.com/5644d6d3b2f1f98162851b875f4d8ac5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502662293881250","authorIdStr":"3502662293881250"},"themes":[],"title":"特斯拉值不值1200亿美元?","htmlText":"今天要探讨一个问题,就是美股最火的股票,被誉为汽车界的苹果公司的特斯拉,到底值不值现在的千亿美元市值。截止2020年2月2日,市值1173亿美元(以下是特斯拉2019年3月以来涨幅,从最低点176美元直接涨到了如今惊人的650美元,三倍有余)。 这是个现象级的公司,它带动电动车板块的巨大需求。马斯克也是最靠近乔老前辈的人了。对这家公司本文仅财务指标上讨论下是否值得买? 从上图可知,2019全年盈利为负,市盈率更没法看。市净率则高高在上,达到19.41!相信这只股票巴菲特和格雷厄姆是绝对不会碰的,但这又如何,价值派可不是两位大师能堵死了,投资的大路不能简单知难而退。2019年第四季度财报出来了,这使得特斯拉有勇气从550美元大涨到640美元,这又是什么原因呢?如下图,三大原因,一个是现金更加充沛,增加9.3亿美元,现金流更加健康,投资现金流减少;二是利润显著增加,达到第四季度国际会计准则1.05亿美元收入,非国际会计准则3.86亿美元利润;三是经营情况中,model Y系列卖的飞起,达到11.2万辆一个季度。除此外,最大利好就是上海工厂不到十个月就投入生产,目前每周生产1000辆,2020年将迅速达到3000辆每周。上图是较详细的主要指标,我们可以看到汽车是占据9成的收入(下文主要以此进行估值),其中第四季度边际收益率为22.5%,减去经营费用率(目前已较稳定)4.9%等于17.6%。这里估算边际毛利率为18%。以下我们将作出最为关键的推算了》》还有值得一提的便是特斯拉自己未怎么花钱打广告,但是仍然供不应求。我们想从利润结合市盈率去估值,利润=销量*单价*边际利润率-固定成本以下将进行分别估算单车价格单车价格asp=第四季度收入/第四季度车辆数=636800/112095=5.68万美元5.68万美元约为39.7万","listText":"今天要探讨一个问题,就是美股最火的股票,被誉为汽车界的苹果公司的特斯拉,到底值不值现在的千亿美元市值。截止2020年2月2日,市值1173亿美元(以下是特斯拉2019年3月以来涨幅,从最低点176美元直接涨到了如今惊人的650美元,三倍有余)。 这是个现象级的公司,它带动电动车板块的巨大需求。马斯克也是最靠近乔老前辈的人了。对这家公司本文仅财务指标上讨论下是否值得买? 从上图可知,2019全年盈利为负,市盈率更没法看。市净率则高高在上,达到19.41!相信这只股票巴菲特和格雷厄姆是绝对不会碰的,但这又如何,价值派可不是两位大师能堵死了,投资的大路不能简单知难而退。2019年第四季度财报出来了,这使得特斯拉有勇气从550美元大涨到640美元,这又是什么原因呢?如下图,三大原因,一个是现金更加充沛,增加9.3亿美元,现金流更加健康,投资现金流减少;二是利润显著增加,达到第四季度国际会计准则1.05亿美元收入,非国际会计准则3.86亿美元利润;三是经营情况中,model Y系列卖的飞起,达到11.2万辆一个季度。除此外,最大利好就是上海工厂不到十个月就投入生产,目前每周生产1000辆,2020年将迅速达到3000辆每周。上图是较详细的主要指标,我们可以看到汽车是占据9成的收入(下文主要以此进行估值),其中第四季度边际收益率为22.5%,减去经营费用率(目前已较稳定)4.9%等于17.6%。这里估算边际毛利率为18%。以下我们将作出最为关键的推算了》》还有值得一提的便是特斯拉自己未怎么花钱打广告,但是仍然供不应求。我们想从利润结合市盈率去估值,利润=销量*单价*边际利润率-固定成本以下将进行分别估算单车价格单车价格asp=第四季度收入/第四季度车辆数=636800/112095=5.68万美元5.68万美元约为39.7万","text":"今天要探讨一个问题,就是美股最火的股票,被誉为汽车界的苹果公司的特斯拉,到底值不值现在的千亿美元市值。截止2020年2月2日,市值1173亿美元(以下是特斯拉2019年3月以来涨幅,从最低点176美元直接涨到了如今惊人的650美元,三倍有余)。 这是个现象级的公司,它带动电动车板块的巨大需求。马斯克也是最靠近乔老前辈的人了。对这家公司本文仅财务指标上讨论下是否值得买? 从上图可知,2019全年盈利为负,市盈率更没法看。市净率则高高在上,达到19.41!相信这只股票巴菲特和格雷厄姆是绝对不会碰的,但这又如何,价值派可不是两位大师能堵死了,投资的大路不能简单知难而退。2019年第四季度财报出来了,这使得特斯拉有勇气从550美元大涨到640美元,这又是什么原因呢?如下图,三大原因,一个是现金更加充沛,增加9.3亿美元,现金流更加健康,投资现金流减少;二是利润显著增加,达到第四季度国际会计准则1.05亿美元收入,非国际会计准则3.86亿美元利润;三是经营情况中,model Y系列卖的飞起,达到11.2万辆一个季度。除此外,最大利好就是上海工厂不到十个月就投入生产,目前每周生产1000辆,2020年将迅速达到3000辆每周。上图是较详细的主要指标,我们可以看到汽车是占据9成的收入(下文主要以此进行估值),其中第四季度边际收益率为22.5%,减去经营费用率(目前已较稳定)4.9%等于17.6%。这里估算边际毛利率为18%。以下我们将作出最为关键的推算了》》还有值得一提的便是特斯拉自己未怎么花钱打广告,但是仍然供不应求。我们想从利润结合市盈率去估值,利润=销量*单价*边际利润率-固定成本以下将进行分别估算单车价格单车价格asp=第四季度收入/第四季度车辆数=636800/112095=5.68万美元5.68万美元约为39.7万","images":[{"img":"https://static.tigerbbs.com/7736b1296f7769f9b2fb8280fc7aa4aa","width":"672","height":"573"},{"img":"https://static.tigerbbs.com/59d824465107e73b71b1e8f6059e4c7b","width":"536","height":"565"},{"img":"https://static.tigerbbs.com/7e5f99166e2c4f929bfa0d88a56a1312","width":"1080","height":"633"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915981652","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912556056,"gmtCreate":1580362061475,"gmtModify":1704341372563,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"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/912556056","repostId":"1198475686","repostType":4,"isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912516337,"gmtCreate":1580342500429,"gmtModify":1704341317446,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"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/912516337","repostId":"2007481483","repostType":2,"isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912930509,"gmtCreate":1579856838001,"gmtModify":1704340532119,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>利好吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>利好吧","text":"$特斯拉(TSLA)$利好吧","images":[{"img":"https://static.tigerbbs.com/c328070a7973d48a42fb405978fe6b5e","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912930509","isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":916766702,"gmtCreate":1579718473006,"gmtModify":1704340313839,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/916766702","repostId":"916496923","repostType":1,"repost":{"id":916496923,"gmtCreate":1579667866862,"gmtModify":1704340125973,"author":{"id":"7437519797841473","authorId":"7437519797841473","name":"惠星的财报解读","avatar":"https://static.tigerbbs.com/96f75a06036487776d237294b5a1174e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7437519797841473","authorIdStr":"7437519797841473"},"themes":[],"title":"阿里要烧多少钱,才能把拼多多的百亿补贴变成良药?","htmlText":"昨天,有朋友在微信上问我对网友“三界老鬼”的拼多多帖子——“百亿补贴,阿里的抗生素,拼多多的大力丸”怎么看,其实就是问我关于补贴大战的看法。$拼多多(PDD)$$阿里巴巴(BABA)$ 该网友的核心观点,是认为如果阿里巴巴真投入百亿来补贴,那么,这笔钱对于阿里来说是费用,但对于拼多多来说,就像黄峥多次强调的,这笔钱是投资。 三界老鬼的文章全文如下: 阿里的抗生素,拼多多的大力丸 1)阿里电商的营收以淘宝流量天猫变现为主,给百亿补贴的流量多了,必伤其天猫的核心收入,这决定阿里的百亿补贴,不可能如拼多多彻底和纯粹,这也是为什么百亿补贴的淘宝入口忽隐忽现,用户有时想找都找不到。 2)阿里的品牌电商规模,决定其百亿补贴的选品,不可能硬刚拼多多的选品,拼多多百亿补贴以大牌畅销SKU为主,且不限量,如果阿里这么搞,量绝逼会暴涨,全民薅羊毛,阿里补贴大放血,最最要命的是,这对阿里不会产生任何战略价值,阿里再有钱都不可持续! 3)还有一个很可能的意外,阿里强推聚划算百亿补贴,广告最受益的恰恰可能是拼多多!百亿补贴为拼多多多创造,已被几亿用户所认知,用户听到或看到百亿补贴这个词,不管是它是聚划算还是谁,用户第一反应都会是拼多多,这是认知心理学决定的,定位理论也源于此,不信来一个小测试,听指令:不要去想性感的苍井空、不要去想性感的苍井空!!(怎么样,是不是脑子里还是出现了性感的苍井空?!) 4)用黄峥关于投资vs费用的观点,百亿补贴对阿里是费用,但对拼多多却是投资。拼多多用百亿补贴获取一二线城市用户、继续强化平台的省钱认知、扭转用户信任鸿沟等,这些都是战略性投资,是拼多多的大力丸! 为了和拼多多争抢下沉市场,阿里去年的补贴力度相当之大,如果算上央视春晚,阿里巴巴已经在2019年下半年连砸七台晚会,只为了抢走拼多多苦心经营的“百亿补贴”的心智。 事实上,从2019年双11过后,电商平台突然被拼","listText":"昨天,有朋友在微信上问我对网友“三界老鬼”的拼多多帖子——“百亿补贴,阿里的抗生素,拼多多的大力丸”怎么看,其实就是问我关于补贴大战的看法。$拼多多(PDD)$$阿里巴巴(BABA)$ 该网友的核心观点,是认为如果阿里巴巴真投入百亿来补贴,那么,这笔钱对于阿里来说是费用,但对于拼多多来说,就像黄峥多次强调的,这笔钱是投资。 三界老鬼的文章全文如下: 阿里的抗生素,拼多多的大力丸 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\n \n 在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,\n \n","listText":"在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,","text":"在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。$比特币基金(GBTC)$ $特斯拉(TSLA)$ $游戏驿站(GME)$比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,","images":[{"img":"https://static.tigerbbs.com/9ea804e6665e6ed99c6b15df092d7665","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361817603","isVote":1,"tweetType":2,"object":{"id":"2681abb37d614ee0aa94a18566228fc9","tweetId":"361817603","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/fb08f52d5285890814680351672/v.f30.mp4","poster":"https://static.tigerbbs.com/9ea804e6665e6ed99c6b15df092d7665"},"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380927356,"gmtCreate":1612507036775,"gmtModify":1703762840141,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"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/380927356","repostId":"311243649","repostType":1,"repost":{"id":311243649,"gmtCreate":1611804462472,"gmtModify":1703754062748,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n 【必看!CNBC专访华尔街带头大哥 Chamath中字完整视频:WSB课代表舌战华尔街名嘴!】Wallstreetbets论坛网红,亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访,本来以为是个对散户的道德拷问,最后却变成了对建制派的灵魂追问! 他在节目中表示已经清掉了自己在GME中的仓位,精彩要点如下:1,GME股价暴涨的原因是这只股票被机构做空了140%,凭什么可以多40%?要不是华尔街机构天天利用散户不能用的工具,怎么可能多40%而被散户抓到空子? 2,论坛上的研究水平,很多都和对冲基金的研究水平相当,凭什么散户不能根据这些研究来买卖? 3,华尔街上的量化基金(指明文艺复兴),根本就不看基本面来买卖,凭什么他们不看基本面就可以不受到指责,而散户不看基本面就要被指责? 4,从特斯拉股价的历史来看,所有的对冲基金都错,所有的散户都对,凭什么对冲基金就一定要比散户对? 5,对冲基金只开放给大户投资而不开放给散户,现在散户赚钱了就不满了要限制散户,凭什么? Chamath也说得很清楚,市场中性原则(market neutral)基金靠着$10亿的本金,就能得到券商$100亿的杠杆,这些都是散户没有的优势。华尔街就靠着秘密,靠着好的晚餐,靠着相互之间勾肩搭背,来垄断投资市场。而论坛的讨论很透明,这些都是华尔街应该学习的东西。不剧透了,大家自己看吧。 对话很精彩,中间Palihapitiya的观点把主持人问到闭麦三秒,我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访,安利大家一定要看![哟哟]$游戏驿站(GME)$ $AMC院线(AMC)$\n \n","listText":"【必看!CNBC专访华尔街带头大哥 Chamath中字完整视频:WSB课代表舌战华尔街名嘴!】Wallstreetbets论坛网红,亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访,本来以为是个对散户的道德拷问,最后却变成了对建制派的灵魂追问! 他在节目中表示已经清掉了自己在GME中的仓位,精彩要点如下:1,GME股价暴涨的原因是这只股票被机构做空了140%,凭什么可以多40%?要不是华尔街机构天天利用散户不能用的工具,怎么可能多40%而被散户抓到空子? 2,论坛上的研究水平,很多都和对冲基金的研究水平相当,凭什么散户不能根据这些研究来买卖? 3,华尔街上的量化基金(指明文艺复兴),根本就不看基本面来买卖,凭什么他们不看基本面就可以不受到指责,而散户不看基本面就要被指责? 4,从特斯拉股价的历史来看,所有的对冲基金都错,所有的散户都对,凭什么对冲基金就一定要比散户对? 5,对冲基金只开放给大户投资而不开放给散户,现在散户赚钱了就不满了要限制散户,凭什么? Chamath也说得很清楚,市场中性原则(market neutral)基金靠着$10亿的本金,就能得到券商$100亿的杠杆,这些都是散户没有的优势。华尔街就靠着秘密,靠着好的晚餐,靠着相互之间勾肩搭背,来垄断投资市场。而论坛的讨论很透明,这些都是华尔街应该学习的东西。不剧透了,大家自己看吧。 对话很精彩,中间Palihapitiya的观点把主持人问到闭麦三秒,我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访,安利大家一定要看![哟哟]$游戏驿站(GME)$ $AMC院线(AMC)$","text":"【必看!CNBC专访华尔街带头大哥 Chamath中字完整视频:WSB课代表舌战华尔街名嘴!】Wallstreetbets论坛网红,亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访,本来以为是个对散户的道德拷问,最后却变成了对建制派的灵魂追问! 他在节目中表示已经清掉了自己在GME中的仓位,精彩要点如下:1,GME股价暴涨的原因是这只股票被机构做空了140%,凭什么可以多40%?要不是华尔街机构天天利用散户不能用的工具,怎么可能多40%而被散户抓到空子? 2,论坛上的研究水平,很多都和对冲基金的研究水平相当,凭什么散户不能根据这些研究来买卖? 3,华尔街上的量化基金(指明文艺复兴),根本就不看基本面来买卖,凭什么他们不看基本面就可以不受到指责,而散户不看基本面就要被指责? 4,从特斯拉股价的历史来看,所有的对冲基金都错,所有的散户都对,凭什么对冲基金就一定要比散户对? 5,对冲基金只开放给大户投资而不开放给散户,现在散户赚钱了就不满了要限制散户,凭什么? Chamath也说得很清楚,市场中性原则(market neutral)基金靠着$10亿的本金,就能得到券商$100亿的杠杆,这些都是散户没有的优势。华尔街就靠着秘密,靠着好的晚餐,靠着相互之间勾肩搭背,来垄断投资市场。而论坛的讨论很透明,这些都是华尔街应该学习的东西。不剧透了,大家自己看吧。 对话很精彩,中间Palihapitiya的观点把主持人问到闭麦三秒,我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访,安利大家一定要看![哟哟]$游戏驿站(GME)$ $AMC院线(AMC)$","images":[{"img":"https://static.tigerbbs.com/5bbec08aba384e043f57c0bffc73a79c","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311243649","isVote":1,"tweetType":2,"object":{"id":"ce75dde2879e4f3c932882c54b24c219","tweetId":"311243649","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/51dce7e95285890813402890327/f0.mp4","poster":"https://static.tigerbbs.com/5bbec08aba384e043f57c0bffc73a79c"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312247430,"gmtCreate":1612159788620,"gmtModify":1703758059743,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>今天有希望了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>今天有希望了","text":"$阿里巴巴(BABA)$今天有希望了","images":[{"img":"https://static.tigerbbs.com/88cc35e355f6161d5edf19651e4214df","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312247430","isVote":1,"tweetType":1,"viewCount":3792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311143411,"gmtCreate":1611769094233,"gmtModify":1703753669316,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"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/311143411","repostId":"313513574","repostType":1,"repost":{"id":313513574,"gmtCreate":1611738513892,"gmtModify":1703752772485,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"史诗级散户血洗华尔街三天三夜!感受人民的力量吧!","htmlText":"2021年一开年,华尔街就上演了一出传奇故事: 以往,常常被机构压榨、收割的散户,却突然在上周五揭竿而起,上演了一出“以下犯上“的起义! 并且一路披荆斩棘,血洗机构三天三夜! 香橼(著名做空机构)投降,黯然离场... ... Point72(对冲基金)7.5亿美元,全部陪光... ... Citadel(对冲基金)20亿美元,打光殆尽... ... Melvin(千亿资产的明星对冲基金)直接爆仓,濒临破产! .... ... 鳄鱼终于也留下了眼泪... ... 01 1月22日,WallStreetBets(华尔街赌场)股票社区集结了大量散户,他们要发起一场针对做空机构的报复行动。 导火索是,香橼公开嘲讽散户们热爱的<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 只有20美元的价值(约50%的下跌空间),此举彻底激怒了散户。 (香橼创始人Andrew Left 发表做空GME视频) 以往,被机构吊打、相互算计的散户,竟然团结了起来,他们互相打气,号召大家团结做多,只要他们一条心,就可以逼退空头! 于是,为了赚钱,更是为了尊严,散户们开始了第一次针对机构的报复行动。 1月22日(上周五),GME开盘了: 1小时,股价拉升了5%; 2小时,股价突破了10%; 3小时,股价爆拉,突破40%! 4小时,股价达到高潮,突破70%!股价突破70$! ... ... 香橼哭了,像个祥林嫂一样,她说: 这是一次有组织、有规模的“金融暴力”!他们不仅割我的韭菜,还骚扰我的家人!我要告他们![流泪][流泪][流泪] (Andrew Left 称,会将网络暴力证据递交给SEC) 而另一边,是散户们不绝于耳的欢笑声,其中一位网友晒出了他的盈利单:5万","listText":"2021年一开年,华尔街就上演了一出传奇故事: 以往,常常被机构压榨、收割的散户,却突然在上周五揭竿而起,上演了一出“以下犯上“的起义! 并且一路披荆斩棘,血洗机构三天三夜! 香橼(著名做空机构)投降,黯然离场... ... Point72(对冲基金)7.5亿美元,全部陪光... ... Citadel(对冲基金)20亿美元,打光殆尽... ... Melvin(千亿资产的明星对冲基金)直接爆仓,濒临破产! .... ... 鳄鱼终于也留下了眼泪... ... 01 1月22日,WallStreetBets(华尔街赌场)股票社区集结了大量散户,他们要发起一场针对做空机构的报复行动。 导火索是,香橼公开嘲讽散户们热爱的<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 只有20美元的价值(约50%的下跌空间),此举彻底激怒了散户。 (香橼创始人Andrew Left 发表做空GME视频) 以往,被机构吊打、相互算计的散户,竟然团结了起来,他们互相打气,号召大家团结做多,只要他们一条心,就可以逼退空头! 于是,为了赚钱,更是为了尊严,散户们开始了第一次针对机构的报复行动。 1月22日(上周五),GME开盘了: 1小时,股价拉升了5%; 2小时,股价突破了10%; 3小时,股价爆拉,突破40%! 4小时,股价达到高潮,突破70%!股价突破70$! ... ... 香橼哭了,像个祥林嫂一样,她说: 这是一次有组织、有规模的“金融暴力”!他们不仅割我的韭菜,还骚扰我的家人!我要告他们![流泪][流泪][流泪] (Andrew Left 称,会将网络暴力证据递交给SEC) 而另一边,是散户们不绝于耳的欢笑声,其中一位网友晒出了他的盈利单:5万","text":"2021年一开年,华尔街就上演了一出传奇故事: 以往,常常被机构压榨、收割的散户,却突然在上周五揭竿而起,上演了一出“以下犯上“的起义! 并且一路披荆斩棘,血洗机构三天三夜! 香橼(著名做空机构)投降,黯然离场... ... Point72(对冲基金)7.5亿美元,全部陪光... ... Citadel(对冲基金)20亿美元,打光殆尽... ... Melvin(千亿资产的明星对冲基金)直接爆仓,濒临破产! .... ... 鳄鱼终于也留下了眼泪... ... 01 1月22日,WallStreetBets(华尔街赌场)股票社区集结了大量散户,他们要发起一场针对做空机构的报复行动。 导火索是,香橼公开嘲讽散户们热爱的$游戏驿站(GME)$ 只有20美元的价值(约50%的下跌空间),此举彻底激怒了散户。 (香橼创始人Andrew Left 发表做空GME视频) 以往,被机构吊打、相互算计的散户,竟然团结了起来,他们互相打气,号召大家团结做多,只要他们一条心,就可以逼退空头! 于是,为了赚钱,更是为了尊严,散户们开始了第一次针对机构的报复行动。 1月22日(上周五),GME开盘了: 1小时,股价拉升了5%; 2小时,股价突破了10%; 3小时,股价爆拉,突破40%! 4小时,股价达到高潮,突破70%!股价突破70$! ... ... 香橼哭了,像个祥林嫂一样,她说: 这是一次有组织、有规模的“金融暴力”!他们不仅割我的韭菜,还骚扰我的家人!我要告他们![流泪][流泪][流泪] (Andrew Left 称,会将网络暴力证据递交给SEC) 而另一边,是散户们不绝于耳的欢笑声,其中一位网友晒出了他的盈利单:5万","images":[{"img":"https://static.tigerbbs.com/b96a95f663167611ed7cda32dd161577","width":"547","height":"351"},{"img":"https://static.tigerbbs.com/0a56a34e2af400b4f11cab42e010b3c5","width":"646","height":"125"},{"img":"https://static.tigerbbs.com/8629f840ff6922b0f2071766d7173d19","width":"669","height":"265"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313513574","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":17,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914714513,"gmtCreate":1581495559432,"gmtModify":1704344315442,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"themes":[],"htmlText":"哎,坑了多少韭菜,偏偏好多人信","listText":"哎,坑了多少韭菜,偏偏好多人信","text":"哎,坑了多少韭菜,偏偏好多人信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914714513","repostId":"2010733998","repostType":2,"isVote":1,"tweetType":1,"viewCount":2129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915531398,"gmtCreate":1580867619214,"gmtModify":1704342658554,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"themes":[],"htmlText":"慢慢来吧,发展的超过自己的预想","listText":"慢慢来吧,发展的超过自己的预想","text":"慢慢来吧,发展的超过自己的预想","images":[{"img":"https://static.tigerbbs.com/24af49b7f5481aadbf9fe3403782945b","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915531398","isVote":1,"tweetType":1,"viewCount":2049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":915929862,"gmtCreate":1580663092656,"gmtModify":1704341882574,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"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/915929862","repostId":"915981652","repostType":1,"repost":{"id":915981652,"gmtCreate":1580625839876,"gmtModify":1704341859069,"author":{"id":"3502662293881250","authorId":"3502662293881250","name":"安心睡大觉","avatar":"https://static.tigerbbs.com/5644d6d3b2f1f98162851b875f4d8ac5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502662293881250","authorIdStr":"3502662293881250"},"themes":[],"title":"特斯拉值不值1200亿美元?","htmlText":"今天要探讨一个问题,就是美股最火的股票,被誉为汽车界的苹果公司的特斯拉,到底值不值现在的千亿美元市值。截止2020年2月2日,市值1173亿美元(以下是特斯拉2019年3月以来涨幅,从最低点176美元直接涨到了如今惊人的650美元,三倍有余)。 这是个现象级的公司,它带动电动车板块的巨大需求。马斯克也是最靠近乔老前辈的人了。对这家公司本文仅财务指标上讨论下是否值得买? 从上图可知,2019全年盈利为负,市盈率更没法看。市净率则高高在上,达到19.41!相信这只股票巴菲特和格雷厄姆是绝对不会碰的,但这又如何,价值派可不是两位大师能堵死了,投资的大路不能简单知难而退。2019年第四季度财报出来了,这使得特斯拉有勇气从550美元大涨到640美元,这又是什么原因呢?如下图,三大原因,一个是现金更加充沛,增加9.3亿美元,现金流更加健康,投资现金流减少;二是利润显著增加,达到第四季度国际会计准则1.05亿美元收入,非国际会计准则3.86亿美元利润;三是经营情况中,model Y系列卖的飞起,达到11.2万辆一个季度。除此外,最大利好就是上海工厂不到十个月就投入生产,目前每周生产1000辆,2020年将迅速达到3000辆每周。上图是较详细的主要指标,我们可以看到汽车是占据9成的收入(下文主要以此进行估值),其中第四季度边际收益率为22.5%,减去经营费用率(目前已较稳定)4.9%等于17.6%。这里估算边际毛利率为18%。以下我们将作出最为关键的推算了》》还有值得一提的便是特斯拉自己未怎么花钱打广告,但是仍然供不应求。我们想从利润结合市盈率去估值,利润=销量*单价*边际利润率-固定成本以下将进行分别估算单车价格单车价格asp=第四季度收入/第四季度车辆数=636800/112095=5.68万美元5.68万美元约为39.7万","listText":"今天要探讨一个问题,就是美股最火的股票,被誉为汽车界的苹果公司的特斯拉,到底值不值现在的千亿美元市值。截止2020年2月2日,市值1173亿美元(以下是特斯拉2019年3月以来涨幅,从最低点176美元直接涨到了如今惊人的650美元,三倍有余)。 这是个现象级的公司,它带动电动车板块的巨大需求。马斯克也是最靠近乔老前辈的人了。对这家公司本文仅财务指标上讨论下是否值得买? 从上图可知,2019全年盈利为负,市盈率更没法看。市净率则高高在上,达到19.41!相信这只股票巴菲特和格雷厄姆是绝对不会碰的,但这又如何,价值派可不是两位大师能堵死了,投资的大路不能简单知难而退。2019年第四季度财报出来了,这使得特斯拉有勇气从550美元大涨到640美元,这又是什么原因呢?如下图,三大原因,一个是现金更加充沛,增加9.3亿美元,现金流更加健康,投资现金流减少;二是利润显著增加,达到第四季度国际会计准则1.05亿美元收入,非国际会计准则3.86亿美元利润;三是经营情况中,model Y系列卖的飞起,达到11.2万辆一个季度。除此外,最大利好就是上海工厂不到十个月就投入生产,目前每周生产1000辆,2020年将迅速达到3000辆每周。上图是较详细的主要指标,我们可以看到汽车是占据9成的收入(下文主要以此进行估值),其中第四季度边际收益率为22.5%,减去经营费用率(目前已较稳定)4.9%等于17.6%。这里估算边际毛利率为18%。以下我们将作出最为关键的推算了》》还有值得一提的便是特斯拉自己未怎么花钱打广告,但是仍然供不应求。我们想从利润结合市盈率去估值,利润=销量*单价*边际利润率-固定成本以下将进行分别估算单车价格单车价格asp=第四季度收入/第四季度车辆数=636800/112095=5.68万美元5.68万美元约为39.7万","text":"今天要探讨一个问题,就是美股最火的股票,被誉为汽车界的苹果公司的特斯拉,到底值不值现在的千亿美元市值。截止2020年2月2日,市值1173亿美元(以下是特斯拉2019年3月以来涨幅,从最低点176美元直接涨到了如今惊人的650美元,三倍有余)。 这是个现象级的公司,它带动电动车板块的巨大需求。马斯克也是最靠近乔老前辈的人了。对这家公司本文仅财务指标上讨论下是否值得买? 从上图可知,2019全年盈利为负,市盈率更没法看。市净率则高高在上,达到19.41!相信这只股票巴菲特和格雷厄姆是绝对不会碰的,但这又如何,价值派可不是两位大师能堵死了,投资的大路不能简单知难而退。2019年第四季度财报出来了,这使得特斯拉有勇气从550美元大涨到640美元,这又是什么原因呢?如下图,三大原因,一个是现金更加充沛,增加9.3亿美元,现金流更加健康,投资现金流减少;二是利润显著增加,达到第四季度国际会计准则1.05亿美元收入,非国际会计准则3.86亿美元利润;三是经营情况中,model Y系列卖的飞起,达到11.2万辆一个季度。除此外,最大利好就是上海工厂不到十个月就投入生产,目前每周生产1000辆,2020年将迅速达到3000辆每周。上图是较详细的主要指标,我们可以看到汽车是占据9成的收入(下文主要以此进行估值),其中第四季度边际收益率为22.5%,减去经营费用率(目前已较稳定)4.9%等于17.6%。这里估算边际毛利率为18%。以下我们将作出最为关键的推算了》》还有值得一提的便是特斯拉自己未怎么花钱打广告,但是仍然供不应求。我们想从利润结合市盈率去估值,利润=销量*单价*边际利润率-固定成本以下将进行分别估算单车价格单车价格asp=第四季度收入/第四季度车辆数=636800/112095=5.68万美元5.68万美元约为39.7万","images":[{"img":"https://static.tigerbbs.com/7736b1296f7769f9b2fb8280fc7aa4aa","width":"672","height":"573"},{"img":"https://static.tigerbbs.com/59d824465107e73b71b1e8f6059e4c7b","width":"536","height":"565"},{"img":"https://static.tigerbbs.com/7e5f99166e2c4f929bfa0d88a56a1312","width":"1080","height":"633"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915981652","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912556056,"gmtCreate":1580362061475,"gmtModify":1704341372563,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"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/912556056","repostId":"1198475686","repostType":4,"isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912516337,"gmtCreate":1580342500429,"gmtModify":1704341317446,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"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/912516337","repostId":"2007481483","repostType":2,"isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912930509,"gmtCreate":1579856838001,"gmtModify":1704340532119,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>利好吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>利好吧","text":"$特斯拉(TSLA)$利好吧","images":[{"img":"https://static.tigerbbs.com/c328070a7973d48a42fb405978fe6b5e","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912930509","isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":916766702,"gmtCreate":1579718473006,"gmtModify":1704340313839,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/916766702","repostId":"916496923","repostType":1,"repost":{"id":916496923,"gmtCreate":1579667866862,"gmtModify":1704340125973,"author":{"id":"7437519797841473","authorId":"7437519797841473","name":"惠星的财报解读","avatar":"https://static.tigerbbs.com/96f75a06036487776d237294b5a1174e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7437519797841473","authorIdStr":"7437519797841473"},"themes":[],"title":"阿里要烧多少钱,才能把拼多多的百亿补贴变成良药?","htmlText":"昨天,有朋友在微信上问我对网友“三界老鬼”的拼多多帖子——“百亿补贴,阿里的抗生素,拼多多的大力丸”怎么看,其实就是问我关于补贴大战的看法。$拼多多(PDD)$$阿里巴巴(BABA)$ 该网友的核心观点,是认为如果阿里巴巴真投入百亿来补贴,那么,这笔钱对于阿里来说是费用,但对于拼多多来说,就像黄峥多次强调的,这笔钱是投资。 三界老鬼的文章全文如下: 阿里的抗生素,拼多多的大力丸 1)阿里电商的营收以淘宝流量天猫变现为主,给百亿补贴的流量多了,必伤其天猫的核心收入,这决定阿里的百亿补贴,不可能如拼多多彻底和纯粹,这也是为什么百亿补贴的淘宝入口忽隐忽现,用户有时想找都找不到。 2)阿里的品牌电商规模,决定其百亿补贴的选品,不可能硬刚拼多多的选品,拼多多百亿补贴以大牌畅销SKU为主,且不限量,如果阿里这么搞,量绝逼会暴涨,全民薅羊毛,阿里补贴大放血,最最要命的是,这对阿里不会产生任何战略价值,阿里再有钱都不可持续! 3)还有一个很可能的意外,阿里强推聚划算百亿补贴,广告最受益的恰恰可能是拼多多!百亿补贴为拼多多多创造,已被几亿用户所认知,用户听到或看到百亿补贴这个词,不管是它是聚划算还是谁,用户第一反应都会是拼多多,这是认知心理学决定的,定位理论也源于此,不信来一个小测试,听指令:不要去想性感的苍井空、不要去想性感的苍井空!!(怎么样,是不是脑子里还是出现了性感的苍井空?!) 4)用黄峥关于投资vs费用的观点,百亿补贴对阿里是费用,但对拼多多却是投资。拼多多用百亿补贴获取一二线城市用户、继续强化平台的省钱认知、扭转用户信任鸿沟等,这些都是战略性投资,是拼多多的大力丸! 为了和拼多多争抢下沉市场,阿里去年的补贴力度相当之大,如果算上央视春晚,阿里巴巴已经在2019年下半年连砸七台晚会,只为了抢走拼多多苦心经营的“百亿补贴”的心智。 事实上,从2019年双11过后,电商平台突然被拼","listText":"昨天,有朋友在微信上问我对网友“三界老鬼”的拼多多帖子——“百亿补贴,阿里的抗生素,拼多多的大力丸”怎么看,其实就是问我关于补贴大战的看法。$拼多多(PDD)$$阿里巴巴(BABA)$ 该网友的核心观点,是认为如果阿里巴巴真投入百亿来补贴,那么,这笔钱对于阿里来说是费用,但对于拼多多来说,就像黄峥多次强调的,这笔钱是投资。 三界老鬼的文章全文如下: 阿里的抗生素,拼多多的大力丸 1)阿里电商的营收以淘宝流量天猫变现为主,给百亿补贴的流量多了,必伤其天猫的核心收入,这决定阿里的百亿补贴,不可能如拼多多彻底和纯粹,这也是为什么百亿补贴的淘宝入口忽隐忽现,用户有时想找都找不到。 2)阿里的品牌电商规模,决定其百亿补贴的选品,不可能硬刚拼多多的选品,拼多多百亿补贴以大牌畅销SKU为主,且不限量,如果阿里这么搞,量绝逼会暴涨,全民薅羊毛,阿里补贴大放血,最最要命的是,这对阿里不会产生任何战略价值,阿里再有钱都不可持续! 3)还有一个很可能的意外,阿里强推聚划算百亿补贴,广告最受益的恰恰可能是拼多多!百亿补贴为拼多多多创造,已被几亿用户所认知,用户听到或看到百亿补贴这个词,不管是它是聚划算还是谁,用户第一反应都会是拼多多,这是认知心理学决定的,定位理论也源于此,不信来一个小测试,听指令:不要去想性感的苍井空、不要去想性感的苍井空!!(怎么样,是不是脑子里还是出现了性感的苍井空?!) 4)用黄峥关于投资vs费用的观点,百亿补贴对阿里是费用,但对拼多多却是投资。拼多多用百亿补贴获取一二线城市用户、继续强化平台的省钱认知、扭转用户信任鸿沟等,这些都是战略性投资,是拼多多的大力丸! 为了和拼多多争抢下沉市场,阿里去年的补贴力度相当之大,如果算上央视春晚,阿里巴巴已经在2019年下半年连砸七台晚会,只为了抢走拼多多苦心经营的“百亿补贴”的心智。 事实上,从2019年双11过后,电商平台突然被拼","text":"昨天,有朋友在微信上问我对网友“三界老鬼”的拼多多帖子——“百亿补贴,阿里的抗生素,拼多多的大力丸”怎么看,其实就是问我关于补贴大战的看法。$拼多多(PDD)$$阿里巴巴(BABA)$ 该网友的核心观点,是认为如果阿里巴巴真投入百亿来补贴,那么,这笔钱对于阿里来说是费用,但对于拼多多来说,就像黄峥多次强调的,这笔钱是投资。 三界老鬼的文章全文如下: 阿里的抗生素,拼多多的大力丸 1)阿里电商的营收以淘宝流量天猫变现为主,给百亿补贴的流量多了,必伤其天猫的核心收入,这决定阿里的百亿补贴,不可能如拼多多彻底和纯粹,这也是为什么百亿补贴的淘宝入口忽隐忽现,用户有时想找都找不到。 2)阿里的品牌电商规模,决定其百亿补贴的选品,不可能硬刚拼多多的选品,拼多多百亿补贴以大牌畅销SKU为主,且不限量,如果阿里这么搞,量绝逼会暴涨,全民薅羊毛,阿里补贴大放血,最最要命的是,这对阿里不会产生任何战略价值,阿里再有钱都不可持续! 3)还有一个很可能的意外,阿里强推聚划算百亿补贴,广告最受益的恰恰可能是拼多多!百亿补贴为拼多多多创造,已被几亿用户所认知,用户听到或看到百亿补贴这个词,不管是它是聚划算还是谁,用户第一反应都会是拼多多,这是认知心理学决定的,定位理论也源于此,不信来一个小测试,听指令:不要去想性感的苍井空、不要去想性感的苍井空!!(怎么样,是不是脑子里还是出现了性感的苍井空?!) 4)用黄峥关于投资vs费用的观点,百亿补贴对阿里是费用,但对拼多多却是投资。拼多多用百亿补贴获取一二线城市用户、继续强化平台的省钱认知、扭转用户信任鸿沟等,这些都是战略性投资,是拼多多的大力丸! 为了和拼多多争抢下沉市场,阿里去年的补贴力度相当之大,如果算上央视春晚,阿里巴巴已经在2019年下半年连砸七台晚会,只为了抢走拼多多苦心经营的“百亿补贴”的心智。 事实上,从2019年双11过后,电商平台突然被拼","images":[{"img":"https://static.tigerbbs.com/742c2fd15633fd5fc820bf032c84df51","width":"500","height":"300"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/916496923","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":918797099,"gmtCreate":1579102356411,"gmtModify":1704338952444,"author":{"id":"3535453574236092","authorId":"3535453574236092","name":"不高兴1994","avatar":"https://static.tigerbbs.com/c6735fd9dec5def3e6f2458a0d267aae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535453574236092","authorIdStr":"3535453574236092"},"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/918797099","repostId":"1168893498","repostType":4,"isVote":1,"tweetType":1,"viewCount":2025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}