小良i的个人主页 - 老虎社区

小良i

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0勋章

2021-12-01

$吉利汽车(00175)$$蔚来(NIO)$$小鹏汽车(XPEV)$ZEEKR vs nio

2021-08-29

$RLX科技(RLX)$新华社

2021-08-20

实锤传销

抱歉，原内容已删除

2021-08-19

$蔚来(NIO)$是否会被传销反噬

2021-08-16

$蔚来(NIO)$传说

2021-08-05

百度要涨了

“女股神”披露持仓：买Coinbase，抛百度、特斯拉

2021-08-02

$蔚来(NIO)$据不愿透明姓名的消息人士透露，蔚来7月交付量为4500左右，目前华东地区部分配置型号已现车供应，选配定制生产交付周期约一周左右

2021-07-28

$京东物流(02618)$木头姐割肉了

2021-07-24

$高途(GOTU)$央视新闻的。禁止上市融资

2021-07-24

$高途(GOTU)$准备退市了

2021-07-09

$滴滴(DIDI)$下架25款滴滴公司旗下app

2021-06-29

讲个笑话，蔚来全系月销量可能不及极氪001一款车多

抱歉，原内容已删除

2021-06-22

$小鹏汽车(XPEV)$传统厂商发力导致小鹏股价下跌

2021-06-21

$吉利汽车(00175)$good car

2021-06-18

$RLX科技(RLX)$今天中央文件基本就是给电子烟合法地位了，现在就等具体税收怎么定了

2021-06-18

$RLX科技(RLX)$大利好，但是这个利好可能被市场解读成利空打击网售电子烟主要打击微商销售电子烟等，现在微商大部份卖假冒的rlx

2021-06-18

$京东物流(02618)$今天618，利好出尽的日子

2021-06-17

$京东物流(02618)$东哥找人拉京东物流了，估计是担心618破发影响风水

2021-06-17

$京东物流(02618)$618京东物流破发日

2021-06-17

$京东物流(02618)$感觉京东会在618破发

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21:47","market":"us","language":"zh","title":"“女股神”披露持仓：买Coinbase，抛百度、特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1158474319","media":"老虎资讯综合","summary":"被称为“女版巴菲特”的凯瑟琳·伍德掌管的ARK基金今日披露了其第二季度的最新持仓变动情况，报告显示，二季度Coinbase成为ARK基金最受青睐的个股，增持2.65%；\n同时，ARK基金削减了百度1.","content":"<p>被称为“女版巴菲特”的凯瑟琳·伍德掌管的ARK基金今日披露了其第二季度的最新持仓变动情况，报告显示，二季度<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>成为ARK基金最受青睐的个股，增持2.65%；</p>\n<p>同时，ARK基金削减了<a href=\"https://laohu8.com/S/BIDU\">百度</a>1.96%的仓位，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的仓位同样下降了0.8%，但其仍是该基金的头号重仓股，占比6.87%。</p>\n<p><img src=\"https://static.tigerbbs.com/9e40bbc6b0de49ab0787b3526ea6505f\" tg-width=\"370\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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现阶段锐刻电子烟加盟门店单品销售利润40-50%，代理商利润10-20%，锐刻赚不了多少钱。一单政策落地，代理商被取缔，在按照现有二手烟零售店零售利润是10%-20%，就算要交税批发渠道和利润定价收归政府，再加上后期产品成本下降，交税了后rlx单品利润基本和现在能维持不变。 微商平台禁售，其它品牌现阶段不敢拓张（rlx已基本扩张完毕），rlx形成现实上的垄断地位。","text":"看多rlx的观点 $RLX科技(RLX)$这个政策出来只要中烟不搞垄断（搞垄断可能性很小），因为现在电子烟还是在市场培育期，国家不好做电子烟推广，坏事情必须让资本家来干。 电子烟的主要新增人群都是低端年轻人口，这些职高，大专院校的女性群体非常大，市场的扩张必须由民企来干，这是由我国的政治制度决定的。抽烟对国家好处是可以增加税收，降低人均寿命，降低老龄化社保危机，创造gdp。税收是以后95%的可能性按照二手烟的税收来征收。批发渠道大概率由烟草公司垄断，现有区域代理商强行退出市场。 以后朋友圈微商100%会被禁售电子烟，现在很多电子烟通过微商销量。目前只有rlx的门店基本布局完了一二三四城市和乡镇市场，和之前rlx布局了一半线下市场就马上网络禁售如出一辙，这时其它品牌都还没开始或者刚开始布局线下。然后这次rlx一布局完国内大部分乡镇市场，国家就搞这一出，现在其它品牌都不敢投资线下市场了。rlx就形成现阶段的垄断地位。 现阶段锐刻电子烟加盟门店单品销售利润40-50%，代理商利润10-20%，锐刻赚不了多少钱。一单政策落地，代理商被取缔，在按照现有二手烟零售店零售利润是10%-20%，就算要交税批发渠道和利润定价收归政府，再加上后期产品成本下降，交税了后rlx单品利润基本和现在能维持不变。 微商平台禁售，其它品牌现阶段不敢拓张（rlx已基本扩张完毕），rlx形成现实上的垄断地位。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":7,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/358813923","isVote":1,"tweetType":1,"viewCount":12511,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506743002498777","authorId":"3506743002498777","name":"非典型伪价值投资","avatar":"https://static.tigerbbs.com/3e6188b1d6ce2048e6089cab4571e3fc","crmLevel":2,"crmLevelSwitch":0,"idStr":"3506743002498777","authorIdStr":"3506743002498777"},"content":"只想说一句，看多RLX跟看多RLX目前的股价是两个完全不同的概念，认同RLX现在在国内电烟行业的统治地位，但是试问现在1500倍的市梦率，按照50%的增速需要多久消化的了，不说政策靴子还没有完全落地，全球金融环境1-2年内如果出现大的系统性风险，那现在买接飞刀无疑，RLX，看低到5以下。","text":"只想说一句，看多RLX跟看多RLX目前的股价是两个完全不同的概念，认同RLX现在在国内电烟行业的统治地位，但是试问现在1500倍的市梦率，按照50%的增速需要多久消化的了，不说政策靴子还没有完全落地，全球金融环境1-2年内如果出现大的系统性风险，那现在买接飞刀无疑，RLX，看低到5以下。","html":"只想说一句，看多RLX跟看多RLX目前的股价是两个完全不同的概念，认同RLX现在在国内电烟行业的统治地位，但是试问现在1500倍的市梦率，按照50%的增速需要多久消化的了，不说政策靴子还没有完全落地，全球金融环境1-2年内如果出现大的系统性风险，那现在买接飞刀无疑，RLX，看低到5以下。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130325216,"gmtCreate":1621514570635,"gmtModify":1621517050750,"author":{"id":"3548408641040880","authorId":"3548408641040880","name":"小良i","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548408641040880","authorIdStr":"3548408641040880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>具消息人士透露，中国政党单位将禁止特斯拉汽车进入，公务人员禁止乘坐特斯拉","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>具消息人士透露，中国政党单位将禁止特斯拉汽车进入，公务人员禁止乘坐特斯拉","text":"$特斯拉(TSLA)$具消息人士透露，中国政党单位将禁止特斯拉汽车进入，公务人员禁止乘坐特斯拉","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/130325216","isVote":1,"tweetType":1,"viewCount":3780,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494197974808065","authorId":"3494197974808065","name":"CoffeeBeanO","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494197974808065","authorIdStr":"3494197974808065"},"content":"最多也就是涉密人员不能在特斯拉上讨论工作吧。","text":"最多也就是涉密人员不能在特斯拉上讨论工作吧。","html":"最多也就是涉密人员不能在特斯拉上讨论工作吧。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180066064,"gmtCreate":1623164833058,"gmtModify":1623164833058,"author":{"id":"3548408641040880","authorId":"3548408641040880","name":"小良i","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548408641040880","authorIdStr":"3548408641040880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>图一是财报发布前一天的机构持仓，图二是今天的，前几天原来是coate基金一直在出货清仓，今天已经差不多出完了","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>图一是财报发布前一天的机构持仓，图二是今天的，前几天原来是coate基金一直在出货清仓，今天已经差不多出完了","text":"$RLX科技(RLX)$图一是财报发布前一天的机构持仓，图二是今天的，前几天原来是coate基金一直在出货清仓，今天已经差不多出完了","images":[{"img":"https://static.tigerbbs.com/ccbd9a238026521d1908cc3fda5e7971","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/180066064","isVote":1,"tweetType":1,"viewCount":14513,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578315755981834","authorId":"3578315755981834","name":"Julian_Zhang","avatar":"https://static.tigerbbs.com/1762df0d0c17f2c84b9e59e68abc0e0a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3578315755981834","authorIdStr":"3578315755981834"},"content":"1400万股，算9块5块一股。1.2亿美元左右，基本就是 全仓流通股本… 这个符合逻辑","text":"1400万股，算9块5块一股。1.2亿美元左右，基本就是 全仓流通股本… 这个符合逻辑","html":"1400万股，算9块5块一股。1.2亿美元左右，基本就是 全仓流通股本… 这个符合逻辑"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":805536669,"gmtCreate":1627890596551,"gmtModify":1627890596551,"author":{"id":"3548408641040880","authorId":"3548408641040880","name":"小良i","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548408641040880","authorIdStr":"3548408641040880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>据不愿透明姓名的消息人士透露，蔚来7月交付量为4500左右，目前华东地区部分配置型号已现车供应，选配定制生产交付周期约一周左右","listText":"<a 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