Ginon的个人主页 - 老虎社区

Ginon

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07-24

$Faraday Future Intelligent Electric Inc(FFAI)$ 🐮，Web3的合作刚公布，随即链上币股交易就跟上了！流动性准备就绪，买定离手[吃瓜]

07-21

$Faraday Future Intelligent Electric Inc(FFAI)$ 已满仓莫辜负[安慰]

07-18

$Faraday Future Intelligent Electric Inc(FFAI)$ 合作愉快[微笑]

07-18

$Faraday Future Intelligent Electric Inc(FFAI)$ 魔改版没问题挺ok的，再回想前几个月一直提到的中美桥梁，是不是就对得上了，在国内产能过剩，国外又刚好FF拿到在美运营生产相关资质，两方合作这不共赢了

07-08

$Faraday Future Intelligent Electric Inc(FFAI)$ 100刀就当买个FX车模也不错[笑哭] ，隔壁的车模也差不多这个价了

05-29

$Faraday Future Intelligent Electric Inc(FFAI)$ 进军Web3，搭建与Web2之间桥梁

04-17

$霸王茶姬(CHA)$ 霸王茶姬上市首日应该会略上涨，本质上反映了资本市场对新消费品牌的热情尚未退潮。中国现制茶饮市场近五年从千亿规模翻倍至2000亿元，赛道头部玩家的马太效应愈发明显。霸王茶姬凭借“东方茶，世界品”的差异化定位，在喜茶、奈雪的茶等品牌转向大众市场时，以平均20-30元的价格带卡位中高端，这种错位竞争策略显然得到了资本认可。但从行业视角看，应保持谨慎乐观。茶饮赛道近三年已有多个品牌经历“上市高光-盈利质疑-估值回调”的周期，霸王茶姬招股书中披露的4.5%净利率，暴露出行业普遍存在的成本压力。尤其需要关注其海外市场拓展：目前300多家海外门店贡献12%营收虽亮眼，但地缘政治风险和本土化难题可能成为未来掣肘。若品牌能持续强化供应链数字化（如其智能分仓系统）并优化单店人效，或许真能打破“茶饮不赚钱”的魔咒。站在投资者立场，更期待看到上市融资能反哺产品创新，而非仅用于门店扩张。毕竟消费者对“大单品”的热情周期正在缩短，资本市场的耐心恐怕比奶茶粉丝的忠诚度消退得更快。

02-20

$Faraday Future(FFIE)$ 十年奠基，终成大器[微笑]

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