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不轻易上车

不轻易上车

专注指数基金+优质公司为基础的资产配置。

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不轻易上车

2024-05-16

最新财报显示，车车科技2023年营收为33亿元（约4.65亿美元），较上年同期的26.79亿元增长23.2%。其中，新能源车企保单数量共41.59万单，保费规模14.5亿元，增速遥遥领先。新能源车险“跑步前进”的时代，车车科技打造的新能源车险平台无疑将充分受益，持续保持高速增长。$车车科技(CCG)$

不轻易上车

2024-03-28

$车车科技(CCG)$ 随着数字化转型的深入，保险科技赛道正迎来前所未有的发展机遇。这一领域的创新不仅重塑了传统的保险业务模式，还为广大用户带来了更加便捷和个性化的保险服务体验。投资者应密切关注这一赛道，特别是那些在人工智能、大数据分析和云计算等关键技术领域拥有核心竞争力的企业。这些公司不仅具备强大的市场潜力，而且在推动整个行业向前发展中扮演着关键角色。

不轻易上车

2024-12-26

征程6E/M 一出来，上汽、大众、理想等 10 家车企品牌抢着合作，Tier1 和软硬件伙伴也来凑热闹。这新品得多牛，才让这么多巨头都坐不住，开市股价不涨说不过去[笑哭]$地平线机器人-W(09660)$

@白鲨财经:坚持本心做「慢生意」，地平线以长期主义兑现用户价值

不轻易上车

02-27

$车车科技(CCG)$看过去的财报公告，易捷、小米、大众、特斯拉都合作了，也不知道车车这支股是否值得入？有没有人圈内人给普及普及

不轻易上车

2024-12-11

$多点数智(02586)$拥有亚洲10.9%的市场份额，底子还在就不怕，短期股价选择看淡。

不轻易上车

2024-11-06

最近恒生指数涨势还行，没了大盘的施压，地平线的股价也终于有了起色，期待地平线早点走出独立行情。 $地平线机器人－Ｗ(09660)$

不轻易上车

2024-08-07

$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ETF都来捧场FuFu，跟一把博反弹。[龇牙]

不轻易上车

2024-06-27

$嘀嗒出行(02559)$中签的准备吃肉了

不轻易上车

2024-06-20

短线干不赢，就长线吧$复星国际(00656)$

不轻易上车

2023-12-22

道指纳指跌了一天就重返升势，阁下该如何应对？$上证指数(000001.SH)$ $道琼斯(.DJI)$ $海银控股(HYW)$

不轻易上车

2023-10-26

$快手-W(01024)$ 老家还是用快手的多。

不轻易上车

2023-10-09

$纽顿集团(NWTN)$ 朋友告诉我在中东机动车道上，有开林肯的也有开纽顿的

不轻易上车

2023-09-26

$途虎-W(09690)$ 腾讯投了不少钱吧？

不轻易上车

2023-09-18

我愿意看点儿快手上的乡村主播，挺有意思，对农村发展是件好事$快手-W(01024)$

不轻易上车

2023-08-17

$联想集团(00992)$ 大模型时代的稀缺要素是算力芯片，近3个月里已经涨价2次了，上游芯片涨价也能带动服务器的价格同步上行，这次虽然非PC业务报表没达预期，拉长周期看，还是很可观的。

不轻易上车

2023-08-03

快手电商和广告业务发展势头强劲，二季度收入大涨，期待快手接下来的表现[得意]$快手-W(01024)$

不轻易上车

2023-06-13

对TEMU来说苹果端下载量时谷歌端的三倍。在美国Sensor Tower显示TEMU一季度下载为1950万，我看到的另外一个数据源显示TEMU一季度下载有2359万。那2000万是没问题了。$苹果(AAPL)$

不轻易上车

2023-05-17

$特斯拉(TSLA)$ 该有动作了

去老虎APP查看更多动态

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该有动作了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652344350","isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652961204,"gmtCreate":1684227570509,"gmtModify":1684227572019,"author":{"id":"3545120830680624","authorId":"3545120830680624","name":"不轻易上车","avatar":"https://static.tigerbbs.com/78a1cc6f8979da354c32e41d3c30b34b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545120830680624","authorIdStr":"3545120830680624"},"themes":[],"htmlText":"看好房地产","listText":"看好房地产","text":"看好房地产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652961204","repostId":"652981286","repostType":1,"repost":{"id":652981286,"gmtCreate":1684223123546,"gmtModify":1684223206127,"author":{"id":"4142472227465700","authorId":"4142472227465700","name":"港美银杏君","avatar":"https://static.tigerbbs.com/52096ab7f332449902378dac8549d991","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142472227465700","authorIdStr":"4142472227465700"},"themes":[],"title":"4月地产开发投资3.5万亿元同比下降6.2%，如何解读？","htmlText":"按照居民中长期贷款来看，一月确实出现了较为示著的口暖，三1~4月的居品中长期贷款除了3月基本都处于近十几年比较低的水平，居民中长贷的下降更是仅仅只有几次，就在舆论媒体大幅宣传回暖的3月之后，很快迎来了下跌，说明市场的信心恢复并没有预期那么好。 为什么必须要观察居民中长期贷款呢?地方银行以及房企，甚至包含投资者，都是吃得以土地财税，房地产信用和抵押贷款，房企以房地产为媒介的资金池，以及靠后来者以更高价格置换自己负债的投资者，无疑最终的接盘者都指向后来的居民，普遍来看，房价收入比中小型城市超过10，大中型城市超过20，大型城市超过接近和30，居民也不能把钱变出来，只能靠加杠杆来实现接盘，这就导致了地方、房企、银行、投资者的收益非常取决于居民的信贷增长，尤其是中长期信贷需求的增加，本质上如关于通缩回答中的杠杆转移游戏，居民不加杠杜，这个游戏就很难玩下去。 房地产在不依赖居民加杠杆接盘下还可以怎么玩呢? 1)土地财税，依靠国企和地方平台负债来大量接盘土地，可以短期维持地方的财政收入，代价是企业杠杆的快速攀升。 2)银行，限制提前还贷，同时给房企、国企、城投输血，增加市场的货币供应量，至于以后城投的偿债问题，可能还考虑不了那么远，比如今年借1万，到期营收1万爽500，到了明年再借3万，企业还了1万零500还有1.95万可以拿去花，长期呈现幂指数指数级别上涨。 3)房企，要么降价出清，现在不太允许降的太快，要么银行继续输血，同样可以参考城投的输血模式，实际资不抵债这东西只要玩不崩都不会被发现，估值么，恒大刚刚不好2块”甩卖“掉了所谓估值600亿的资产。 4)投资者，要么降价割肉出售，尽快把资产变成现金，要么继续吃者高昂的存量贷款利率，最惨的大概还是20~21年投资的群体，高房价高利息，现在市场在逐渐收缩，越来越难出手。 这里比喻改进了一位读者的评论，四个人打麻将，都想赚围观者的钱，最后","listText":"按照居民中长期贷款来看，一月确实出现了较为示著的口暖，三1~4月的居品中长期贷款除了3月基本都处于近十几年比较低的水平，居民中长贷的下降更是仅仅只有几次，就在舆论媒体大幅宣传回暖的3月之后，很快迎来了下跌，说明市场的信心恢复并没有预期那么好。 为什么必须要观察居民中长期贷款呢?地方银行以及房企，甚至包含投资者，都是吃得以土地财税，房地产信用和抵押贷款，房企以房地产为媒介的资金池，以及靠后来者以更高价格置换自己负债的投资者，无疑最终的接盘者都指向后来的居民，普遍来看，房价收入比中小型城市超过10，大中型城市超过20，大型城市超过接近和30，居民也不能把钱变出来，只能靠加杠杆来实现接盘，这就导致了地方、房企、银行、投资者的收益非常取决于居民的信贷增长，尤其是中长期信贷需求的增加，本质上如关于通缩回答中的杠杆转移游戏，居民不加杠杜，这个游戏就很难玩下去。 房地产在不依赖居民加杠杆接盘下还可以怎么玩呢? 1)土地财税，依靠国企和地方平台负债来大量接盘土地，可以短期维持地方的财政收入，代价是企业杠杆的快速攀升。 2)银行，限制提前还贷，同时给房企、国企、城投输血，增加市场的货币供应量，至于以后城投的偿债问题，可能还考虑不了那么远，比如今年借1万，到期营收1万爽500，到了明年再借3万，企业还了1万零500还有1.95万可以拿去花，长期呈现幂指数指数级别上涨。 3)房企，要么降价出清，现在不太允许降的太快，要么银行继续输血，同样可以参考城投的输血模式，实际资不抵债这东西只要玩不崩都不会被发现，估值么，恒大刚刚不好2块”甩卖“掉了所谓估值600亿的资产。 4)投资者，要么降价割肉出售，尽快把资产变成现金，要么继续吃者高昂的存量贷款利率，最惨的大概还是20~21年投资的群体，高房价高利息，现在市场在逐渐收缩，越来越难出手。 这里比喻改进了一位读者的评论，四个人打麻将，都想赚围观者的钱，最后","text":"按照居民中长期贷款来看，一月确实出现了较为示著的口暖，三1~4月的居品中长期贷款除了3月基本都处于近十几年比较低的水平，居民中长贷的下降更是仅仅只有几次，就在舆论媒体大幅宣传回暖的3月之后，很快迎来了下跌，说明市场的信心恢复并没有预期那么好。 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当然纳斯达克交易所前面那个广告牌倒是没有想象中贵，国内还有代理，投的多还能优惠打折，当然一般投一次或是几次就行，人家服务很到位，有人专门拍照拍视频。","listText":"国内某基金公司为了推广旗下ETF，又在纳斯达克那个标志性的广告牌投了广告，拍了照。 当然纳斯达克交易所前面那个广告牌倒是没有想象中贵，国内还有代理，投的多还能优惠打折，当然一般投一次或是几次就行，人家服务很到位，有人专门拍照拍视频。","text":"国内某基金公司为了推广旗下ETF，又在纳斯达克那个标志性的广告牌投了广告，拍了照。 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