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风城流浪汉
05-22
我平仓了
$特斯拉(TSLA)$
,最新的采访视频马斯克有些落寞,白宫也很久没有提到马斯克了,每个事情是因也是果,离开政治或者进入都不一定是好或者坏,但是目前特斯拉车子估计不好卖,还是需要更有竞争力的产品!进度太慢了!
风城流浪汉
05-22
我平仓了
$霸王茶姬(CHA)$
,奶茶还是要去香港比较好,美股市场不待见。没多少,今天被仓位强平走了,可能回头有机会再炒炒
风城流浪汉
05-13
我平仓了
$Coinbase Global, Inc.(COIN)$
,先跑路了,coin今天算是好的,比mstr都强。好多老人在这个位置出货(币),这周观测一下交易量,可能苹果亚麻这些更好一些
风城流浪汉
05-10
我平仓了
$COIN 20250509 205.0 PUT$
,整体行情的高点应该被贸易战打断了,再次冲击十万,有机会迎来山寨币的行情。最近尝试了robinhood,确实会拿走cb很多用户群体,当然两者都不便宜,robinhood做的确实有特色有产品力
风城流浪汉
05-10
我平仓了
$COIN 20250509 202.5 PUT$
,Mstr 优于 ibit,coin还在这两个后面。coin和eth相关性更高,这波可能有机会修复。
风城流浪汉
05-10
我开仓了
$Coinbase Global, Inc.(COIN)$
,收购衍生品交易是好的方向,产品服务也有提升,rebrand了会员服务。整体服务费用还是太贵,产品不好用。
风城流浪汉
05-02
索罗斯
风城流浪汉
04-16
25年忙碌了几个月没空操作业绩崩了。 川普二进宫的判断几乎错误,或者说级别和规模没有判断对,对于风险感知不足。 五月份继续开始操作。
风城流浪汉
02-12
我开仓了
$MSTR 20250221 355.0 CALL$
,概念板块弱势,个股更弱于板块平均,不是龙一了,还是以做空为主,put低call高的操作
风城流浪汉
02-12
我平仓了
$Coinbase Global, Inc. DIAGONAL 250214/250221 CALL 340.0/CALL 300.0$
,Coin财报偏看多,整体概念板块弱势,下一个燃点是成立主权基金的资产配置以及稳定币在跨境业务带来的盈利
风城流浪汉
02-12
我平仓了
$特斯拉(TSLA)$
,这一波主要的涨幅是押注川普胜选,但是选了一个最烂的角色,同时没有给特斯拉带来实打实的业绩福利,风险大于收益
风城流浪汉
02-12
我平仓了
$苹果(AAPL)$
,没空操作,最近轻轻盘子,有空了再来接您。苹果还是我非常喜欢的公司,最近没钱了
风城流浪汉
02-12
我平仓了
$特斯拉(TSLA)$
,割了一部分,ceo不好好搞本分工作,确实是风险太大,这几天没空盯盘跌的厉害啊
风城流浪汉
02-05
我开仓了
$COIN 20250207 307.5 CALL$
,最近操作不好,上周五一个大单没成交元气大伤,目前仍然偏空多一点,接下来比较忙少量参与一下
风城流浪汉
02-01
我开仓了
$COIN 20250131 300.0 PUT$
,虽然周五走势不佳,以及大盘整体受到川普加税提前,通胀压力再起,周末整体币圈仍然坚挺,未改春节行情
风城流浪汉
02-01
我平仓了
$COIN 20250131 300.0 PUT$
,看盘到十一点半去睡觉了,也被骗了,这是一个失败的操作。景点手法假消息相反方向操作,卖空砸盘
风城流浪汉
02-01
我平仓了
$TSLA 20250131 460.0 CALL$
,公司仍然是好公司,需要一些时间和题材上的刺激,目前短期再次突破前期关键点位460不容易
风城流浪汉
02-01
我平仓了
$TSLA 20250131 475.0 CALL$
,目前CEO卷入政治纷争,戏称美国版文革,但是无论如何都是不利于特斯拉品牌形象,在一季度fsd入华无望,财报业绩不佳,短期震荡为主
风城流浪汉
02-01
我平仓了
$MSTR 20250131 387.5 CALL$
,裸空期权价位比较高,mstr板块中处于弱势,虽然可能噶空但盈亏比高,可以拉升平均利润
风城流浪汉
01-31
我开仓了
$COIN 20250131 297.5 PUT$
,同样的事情,相同的选择可以有完全不同的结果、相反的却也可以有相似的结果,所以个人的判断是很微不足道的,要习惯把自己交给命运,要善于把自己托付给信仰和信念,有一个适应巨复杂体系的世界观,但也要找到简单而坚定的信仰或人生观、价值观做依托,这样才不容易陷入焦虑、迷惑与自责之中
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20250131 460.0 CALL\">$TSLA 20250131 460.0 CALL$ </a>,公司仍然是好公司,需要一些时间和题材上的刺激,目前短期再次突破前期关键点位460不容易","text":"我平仓了$TSLA 20250131 460.0 CALL$ ,公司仍然是好公司,需要一些时间和题材上的刺激,目前短期再次突破前期关键点位460不容易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398884602683992","isVote":1,"tweetType":1,"viewCount":1672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398883634700552,"gmtCreate":1738406397151,"gmtModify":1746581699077,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/TSLA 20250131 475.0 CALL\">$TSLA 20250131 475.0 CALL$ 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,同样的事情,相同的选择可以有完全不同的结果、相反的却也可以有相似的结果,所以个人的判断是很微不足道的,要习惯把自己交给命运,要善于把自己托付给信仰和信念,有一个适应巨复杂体系的世界观,但也要找到简单而坚定的信仰或人生观、价值观做依托,这样才不容易陷入焦虑、迷惑与自责之中","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/398496650576400","isVote":1,"tweetType":1,"viewCount":1761,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"杰西利弗莫尔1亿目标","avatar":"https://static.tigerbbs.com/088532eac890f961cd0f3578b19e001f","crmLevel":6,"crmLevelSwitch":1,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"content":"你这是sell put 吗","text":"你这是sell put 吗","html":"你这是sell put 吗"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":362657626374288,"gmtCreate":1729581302084,"gmtModify":1729582241520,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"写在特斯拉财报前 关注特斯拉多年,也持有特斯拉股票,但是此刻对于特斯拉整体并不乐观。我们投资公司的时候更喜欢的还是具有垄断属性,这种垄断属性在科技行业特别明显。比如苹果手机,谷歌搜索引擎,微软系统,亚马逊购物和云,乃至于英伟达的芯片和cuda生态。但是特斯拉并不具备这样的实力,在汽车赛道上太拥挤了,竞争对手众多,消费者期待太高,同时毛利率逐步向下。整体上特斯拉已经做得相当不错,但这个行业本质上是制造业,只有高级别的无人驾驶真正推出的时候特斯拉才是一家科技企业,同时这项技术还需要垄断市场,那么基于这个标准,此刻的特斯拉就显得有点贵了。 我们看到马斯克政治层面也从跟民主党紧密转向了梭哈共和党,或许这里面也有不少的利益计算。此刻,特斯拉投资或许可以作为川普概念股,但是即便马斯克获得政治酬佣,未必都会特斯拉上面,更有可能是国防军工相关的星链。 同时,也引用上周看到以为朋友评论的一段话来给大家做一个参考,我基本上是认可这样的视角的。“本来昨天想在Tesla robotaxi 之前讲一下观点,后来没来的及写。今天写也不迟。 首先robotaxi 有几大不确定甚至问题。 一是技术,算不确定性,就是赌技术路线和时间。 目前用激光雷达的路线更成熟、更安全。 马的纯视觉和AI分析,更便宜、更接近人类,但是克服最后1%的路况不如有lidar. 如果马的路线不能很快达到无人驾驶的安全需要,市场有可能被别的公司先占。 二是车辆所有权和生态。 以前我分析过,无人车出租有大量清洁维修工作(目前没有分析师讲到这个)。 特斯拉应该不会直接做这块。绝大多数车主也不做,管一个车的出租很不经济。 大概率是大小业主们拥有几台到几万台车出租。三是呼叫平台。是自营呼叫平台、还是用Uber 之类。理论上Tesla 可以烧几十亿搞一个新平台,但也许和Uber 们合作更快。 何况,Uber 这样的平台有很多品牌和车型可以满足","listText":"写在特斯拉财报前 关注特斯拉多年,也持有特斯拉股票,但是此刻对于特斯拉整体并不乐观。我们投资公司的时候更喜欢的还是具有垄断属性,这种垄断属性在科技行业特别明显。比如苹果手机,谷歌搜索引擎,微软系统,亚马逊购物和云,乃至于英伟达的芯片和cuda生态。但是特斯拉并不具备这样的实力,在汽车赛道上太拥挤了,竞争对手众多,消费者期待太高,同时毛利率逐步向下。整体上特斯拉已经做得相当不错,但这个行业本质上是制造业,只有高级别的无人驾驶真正推出的时候特斯拉才是一家科技企业,同时这项技术还需要垄断市场,那么基于这个标准,此刻的特斯拉就显得有点贵了。 我们看到马斯克政治层面也从跟民主党紧密转向了梭哈共和党,或许这里面也有不少的利益计算。此刻,特斯拉投资或许可以作为川普概念股,但是即便马斯克获得政治酬佣,未必都会特斯拉上面,更有可能是国防军工相关的星链。 同时,也引用上周看到以为朋友评论的一段话来给大家做一个参考,我基本上是认可这样的视角的。“本来昨天想在Tesla robotaxi 之前讲一下观点,后来没来的及写。今天写也不迟。 首先robotaxi 有几大不确定甚至问题。 一是技术,算不确定性,就是赌技术路线和时间。 目前用激光雷达的路线更成熟、更安全。 马的纯视觉和AI分析,更便宜、更接近人类,但是克服最后1%的路况不如有lidar. 如果马的路线不能很快达到无人驾驶的安全需要,市场有可能被别的公司先占。 二是车辆所有权和生态。 以前我分析过,无人车出租有大量清洁维修工作(目前没有分析师讲到这个)。 特斯拉应该不会直接做这块。绝大多数车主也不做,管一个车的出租很不经济。 大概率是大小业主们拥有几台到几万台车出租。三是呼叫平台。是自营呼叫平台、还是用Uber 之类。理论上Tesla 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这样的平台有很多品牌和车型可以满足","images":[{"img":"https://static.tigerbbs.com/5678cacfd840926fd4fa88f12101b2fd","width":"187","height":"268"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":2,"commentSize":5,"repostSize":5,"link":"https://laohu8.com/post/362657626374288","isVote":1,"tweetType":1,"viewCount":4066,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563270363235900","authorId":"3563270363235900","name":"爱是付出","avatar":"https://static.tigerbbs.com/e0744bf2b16f361a1fca5dbedb057c90","crmLevel":6,"crmLevelSwitch":1,"idStr":"3563270363235900","authorIdStr":"3563270363235900"},"content":"不赞同。特斯拉依然是新能源汽车不可撼动的行业先驱,是系列行业标准当之无愧的引领者,后续源源不断的各类创新遥遥领先,尽管国产车企站在巨人肩膀上,在某些领域取得了突出成绩,但整体而言,只有特斯拉才具备真正的世界级新能源车企的实力。我依然看好特斯拉!","text":"不赞同。特斯拉依然是新能源汽车不可撼动的行业先驱,是系列行业标准当之无愧的引领者,后续源源不断的各类创新遥遥领先,尽管国产车企站在巨人肩膀上,在某些领域取得了突出成绩,但整体而言,只有特斯拉才具备真正的世界级新能源车企的实力。我依然看好特斯拉!","html":"不赞同。特斯拉依然是新能源汽车不可撼动的行业先驱,是系列行业标准当之无愧的引领者,后续源源不断的各类创新遥遥领先,尽管国产车企站在巨人肩膀上,在某些领域取得了突出成绩,但整体而言,只有特斯拉才具备真正的世界级新能源车企的实力。我依然看好特斯拉!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":437689062973712,"gmtCreate":1747888459974,"gmtModify":1747891381988,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,最新的采访视频马斯克有些落寞,白宫也很久没有提到马斯克了,每个事情是因也是果,离开政治或者进入都不一定是好或者坏,但是目前特斯拉车子估计不好卖,还是需要更有竞争力的产品!进度太慢了!","listText":"我平仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,最新的采访视频马斯克有些落寞,白宫也很久没有提到马斯克了,每个事情是因也是果,离开政治或者进入都不一定是好或者坏,但是目前特斯拉车子估计不好卖,还是需要更有竞争力的产品!进度太慢了!","text":"我平仓了$特斯拉(TSLA)$ ,最新的采访视频马斯克有些落寞,白宫也很久没有提到马斯克了,每个事情是因也是果,离开政治或者进入都不一定是好或者坏,但是目前特斯拉车子估计不好卖,还是需要更有竞争力的产品!进度太慢了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/437689062973712","isVote":1,"tweetType":1,"viewCount":10159,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203814920009082","authorId":"4203814920009082","name":"A la Fu","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4203814920009082","authorIdStr":"4203814920009082"},"content":"大哥 你亏了好多哦","text":"大哥 你亏了好多哦","html":"大哥 你亏了好多哦"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387798231933336,"gmtCreate":1735717629442,"gmtModify":1735791417977,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"title":"2024年度投资复盘","htmlText":"今年无疑是投资大年,在年初的时候也判断了这个趋势,但是可惜的是,几次加杠杆和仓位管理过于激进,最终吞噬了利润。全年收官受益勉强和大盘持平,约27%。 整体收益率 2024年度收益率 在几次关键的争夺当中,差之毫厘,失之千里。超额的收益本身就需要精准的操作,孟子云,行有不得者,皆反求诸己。 2023年度收益率 相较于23年的收益就显得逊色许多,也是开年初非常顺利,预期较高,将全年收益率定的比较高,最终还是回归比较普通的收益。 投资题材与操作风格 40%以上结构化金融衍生品 30%股票 20%现金及其等价物 5%黄金 5%加密 建立长线投资计划,跑赢主流大盘指数。在特定时间点寻找短线操作机会。 读书与个人修养 保持每个月3本书的节奏,飞了10万公里,3个国家,11个城市 我们没有人可以预测市场,但行情的好与不好都仍然充满机会。在每个时间节点总想做最好的决定,但从更长的周期来看又或许并没有太大意义。而只有时间才是最宝贵的资产,跨越时间周期建立有效的资产组合。一年翻倍着众,五年翻倍者寡。在大丰收的时候可以想到均值回归,同样也能洞察新鲜事物。ai是叙事还是生产力,我倾向于后者,而目前ai所带动的产业估值的定价本身是充满不确定性和机遇的,可以围绕其展开交易。 最后祝大家新年快乐,操盘顺利! 故地重游","listText":"今年无疑是投资大年,在年初的时候也判断了这个趋势,但是可惜的是,几次加杠杆和仓位管理过于激进,最终吞噬了利润。全年收官受益勉强和大盘持平,约27%。 整体收益率 2024年度收益率 在几次关键的争夺当中,差之毫厘,失之千里。超额的收益本身就需要精准的操作,孟子云,行有不得者,皆反求诸己。 2023年度收益率 相较于23年的收益就显得逊色许多,也是开年初非常顺利,预期较高,将全年收益率定的比较高,最终还是回归比较普通的收益。 投资题材与操作风格 40%以上结构化金融衍生品 30%股票 20%现金及其等价物 5%黄金 5%加密 建立长线投资计划,跑赢主流大盘指数。在特定时间点寻找短线操作机会。 读书与个人修养 保持每个月3本书的节奏,飞了10万公里,3个国家,11个城市 我们没有人可以预测市场,但行情的好与不好都仍然充满机会。在每个时间节点总想做最好的决定,但从更长的周期来看又或许并没有太大意义。而只有时间才是最宝贵的资产,跨越时间周期建立有效的资产组合。一年翻倍着众,五年翻倍者寡。在大丰收的时候可以想到均值回归,同样也能洞察新鲜事物。ai是叙事还是生产力,我倾向于后者,而目前ai所带动的产业估值的定价本身是充满不确定性和机遇的,可以围绕其展开交易。 最后祝大家新年快乐,操盘顺利! 故地重游","text":"今年无疑是投资大年,在年初的时候也判断了这个趋势,但是可惜的是,几次加杠杆和仓位管理过于激进,最终吞噬了利润。全年收官受益勉强和大盘持平,约27%。 整体收益率 2024年度收益率 在几次关键的争夺当中,差之毫厘,失之千里。超额的收益本身就需要精准的操作,孟子云,行有不得者,皆反求诸己。 2023年度收益率 相较于23年的收益就显得逊色许多,也是开年初非常顺利,预期较高,将全年收益率定的比较高,最终还是回归比较普通的收益。 投资题材与操作风格 40%以上结构化金融衍生品 30%股票 20%现金及其等价物 5%黄金 5%加密 建立长线投资计划,跑赢主流大盘指数。在特定时间点寻找短线操作机会。 读书与个人修养 保持每个月3本书的节奏,飞了10万公里,3个国家,11个城市 我们没有人可以预测市场,但行情的好与不好都仍然充满机会。在每个时间节点总想做最好的决定,但从更长的周期来看又或许并没有太大意义。而只有时间才是最宝贵的资产,跨越时间周期建立有效的资产组合。一年翻倍着众,五年翻倍者寡。在大丰收的时候可以想到均值回归,同样也能洞察新鲜事物。ai是叙事还是生产力,我倾向于后者,而目前ai所带动的产业估值的定价本身是充满不确定性和机遇的,可以围绕其展开交易。 最后祝大家新年快乐,操盘顺利! 故地重游","images":[{"img":"https://static.tigerbbs.com/36f3efa0ae76d489f00bd09a05b5df82","width":"1092","height":"1133"},{"img":"https://static.tigerbbs.com/4ebe85daf7411488e7327977794a7607","width":"1092","height":"1133"},{"img":"https://static.tigerbbs.com/135458d394dd32cbba4071a3cfb98a35","width":"1290","height":"2048"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/387798231933336","isVote":1,"tweetType":1,"viewCount":5089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},{"id":378988110115216,"gmtCreate":1733560543988,"gmtModify":1746576238097,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我平仓了200.0股<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,卖早了,目前持有约1500股,继续看好,不用或许担心高点应该还有获利空间","listText":"我平仓了200.0股<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,卖早了,目前持有约1500股,继续看好,不用或许担心高点应该还有获利空间","text":"我平仓了200.0股$特斯拉(TSLA)$ ,卖早了,目前持有约1500股,继续看好,不用或许担心高点应该还有获利空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/378988110115216","isVote":1,"tweetType":1,"viewCount":10054,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3432280215840950","authorId":"3432280215840950","name":"西瓜有味","avatar":"https://static.tigerbbs.com/b337ef5e96dc3a50b4071d9a1598319a","crmLevel":8,"crmLevelSwitch":1,"idStr":"3432280215840950","authorIdStr":"3432280215840950"},"content":"长期没问题,可以适当T一下。","text":"长期没问题,可以适当T一下。","html":"长期没问题,可以适当T一下。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369413830291456,"gmtCreate":1731230401976,"gmtModify":1731291724896,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"在分析Coinbase的投资价值时,我们可以量化其各个收入板块的贡献,结合财务数据和增长潜力,对其进行更加细致的评估。 1. 交易收入(Trading Revenue) • 占比:交易收入依然是Coinbase的主要收入来源,约占总收入的50%。根据最新财报,第三季度交易收入达到了5.725亿美元。 • 增长潜力:交易收入高度依赖于市场活跃度和交易量,因此在加密货币牛市中会出现快速增长。然而,市场波动性对该部分收入的影响较大,预计Coinbase在加密市场向好时交易收入将出现10-20%的年化增长率。 • 估值权重:由于交易收入的不稳定性,建议给予此板块较低的估值倍数,例如8-10倍的市盈率。若未来市场条件转好,该板块的潜在价值约为50-60亿美元。 2. 订阅和服务收入(Subscription & Services Revenue) • 占比:该收入板块约占公司总收入的45%,第三季度实现了5.561亿美元的收入。 • 增长潜力:订阅和服务收入包括托管服务、质押等稳定性较高的业务板块,相较于交易收入波动性小。随着Coinbase在机构用户中的拓展,以及比特币现货ETF托管需求增加,这部分业务有望保持20%以上的年化增长率。 • 估值权重:由于其稳定的收入流和较高的增长潜力,可以给予较高的估值倍数,建议20-25倍的市盈率。这意味着此板块的估值可能达到100-120亿美元。 3. 未来业务扩展(如区块链基础设施、DeFi服务等) • 占比:目前在财报中未单独列出,但Coinbase积极布局去中心化金融(DeFi)、区块链基础设施等新兴领域,这些业务预计在未来几年内逐渐增加贡献。 • 增长潜力:DeFi和区块链基础设施业务具有高增长潜力,且受益于行业政策放宽和技术发展。保守估计,未来5年内该板块可能贡献约10-15%的总收入。 • 估值权重:鉴于其未来潜力和较高的不","listText":"在分析Coinbase的投资价值时,我们可以量化其各个收入板块的贡献,结合财务数据和增长潜力,对其进行更加细致的评估。 1. 交易收入(Trading Revenue) • 占比:交易收入依然是Coinbase的主要收入来源,约占总收入的50%。根据最新财报,第三季度交易收入达到了5.725亿美元。 • 增长潜力:交易收入高度依赖于市场活跃度和交易量,因此在加密货币牛市中会出现快速增长。然而,市场波动性对该部分收入的影响较大,预计Coinbase在加密市场向好时交易收入将出现10-20%的年化增长率。 • 估值权重:由于交易收入的不稳定性,建议给予此板块较低的估值倍数,例如8-10倍的市盈率。若未来市场条件转好,该板块的潜在价值约为50-60亿美元。 2. 订阅和服务收入(Subscription & Services Revenue) • 占比:该收入板块约占公司总收入的45%,第三季度实现了5.561亿美元的收入。 • 增长潜力:订阅和服务收入包括托管服务、质押等稳定性较高的业务板块,相较于交易收入波动性小。随着Coinbase在机构用户中的拓展,以及比特币现货ETF托管需求增加,这部分业务有望保持20%以上的年化增长率。 • 估值权重:由于其稳定的收入流和较高的增长潜力,可以给予较高的估值倍数,建议20-25倍的市盈率。这意味着此板块的估值可能达到100-120亿美元。 3. 未来业务扩展(如区块链基础设施、DeFi服务等) • 占比:目前在财报中未单独列出,但Coinbase积极布局去中心化金融(DeFi)、区块链基础设施等新兴领域,这些业务预计在未来几年内逐渐增加贡献。 • 增长潜力:DeFi和区块链基础设施业务具有高增长潜力,且受益于行业政策放宽和技术发展。保守估计,未来5年内该板块可能贡献约10-15%的总收入。 • 估值权重:鉴于其未来潜力和较高的不","text":"在分析Coinbase的投资价值时,我们可以量化其各个收入板块的贡献,结合财务数据和增长潜力,对其进行更加细致的评估。 1. 交易收入(Trading Revenue) • 占比:交易收入依然是Coinbase的主要收入来源,约占总收入的50%。根据最新财报,第三季度交易收入达到了5.725亿美元。 • 增长潜力:交易收入高度依赖于市场活跃度和交易量,因此在加密货币牛市中会出现快速增长。然而,市场波动性对该部分收入的影响较大,预计Coinbase在加密市场向好时交易收入将出现10-20%的年化增长率。 • 估值权重:由于交易收入的不稳定性,建议给予此板块较低的估值倍数,例如8-10倍的市盈率。若未来市场条件转好,该板块的潜在价值约为50-60亿美元。 2. 订阅和服务收入(Subscription & Services Revenue) • 占比:该收入板块约占公司总收入的45%,第三季度实现了5.561亿美元的收入。 • 增长潜力:订阅和服务收入包括托管服务、质押等稳定性较高的业务板块,相较于交易收入波动性小。随着Coinbase在机构用户中的拓展,以及比特币现货ETF托管需求增加,这部分业务有望保持20%以上的年化增长率。 • 估值权重:由于其稳定的收入流和较高的增长潜力,可以给予较高的估值倍数,建议20-25倍的市盈率。这意味着此板块的估值可能达到100-120亿美元。 3. 未来业务扩展(如区块链基础设施、DeFi服务等) • 占比:目前在财报中未单独列出,但Coinbase积极布局去中心化金融(DeFi)、区块链基础设施等新兴领域,这些业务预计在未来几年内逐渐增加贡献。 • 增长潜力:DeFi和区块链基础设施业务具有高增长潜力,且受益于行业政策放宽和技术发展。保守估计,未来5年内该板块可能贡献约10-15%的总收入。 • 估值权重:鉴于其未来潜力和较高的不","images":[{"img":"https://static.tigerbbs.com/30ba03ffd9c3e5486c9a34d15dcadc7c","width":"364","height":"572"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/369413830291456","isVote":1,"tweetType":1,"viewCount":5499,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484605187023768","authorId":"3484605187023768","name":"宫爆鸡丁23","avatar":"https://static.tigerbbs.com/7900ffd15ca1c6d3830754b52a1efd52","crmLevel":7,"crmLevelSwitch":0,"idStr":"3484605187023768","authorIdStr":"3484605187023768"},"content":"这么低吗[微笑] 现在不都600亿市值了[笑哭]","text":"这么低吗[微笑] 现在不都600亿市值了[笑哭]","html":"这么低吗[微笑] 现在不都600亿市值了[笑哭]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":424799155045104,"gmtCreate":1744743538383,"gmtModify":1744743543515,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"25年忙碌了几个月没空操作业绩崩了。 川普二进宫的判断几乎错误,或者说级别和规模没有判断对,对于风险感知不足。 五月份继续开始操作。","listText":"25年忙碌了几个月没空操作业绩崩了。 川普二进宫的判断几乎错误,或者说级别和规模没有判断对,对于风险感知不足。 五月份继续开始操作。","text":"25年忙碌了几个月没空操作业绩崩了。 川普二进宫的判断几乎错误,或者说级别和规模没有判断对,对于风险感知不足。 五月份继续开始操作。","images":[{"img":"https://static.tigerbbs.com/0745749d45f3629d675ae54cd3bb099d","width":"1061","height":"1461"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424799155045104","isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":437530512695952,"gmtCreate":1747849933759,"gmtModify":1747882086667,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a>,奶茶还是要去香港比较好,美股市场不待见。没多少,今天被仓位强平走了,可能回头有机会再炒炒","listText":"我平仓了<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a>,奶茶还是要去香港比较好,美股市场不待见。没多少,今天被仓位强平走了,可能回头有机会再炒炒","text":"我平仓了$霸王茶姬(CHA)$ ,奶茶还是要去香港比较好,美股市场不待见。没多少,今天被仓位强平走了,可能回头有机会再炒炒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/437530512695952","isVote":1,"tweetType":1,"viewCount":8680,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4123405616306630","authorId":"4123405616306630","name":"老汉特朗普","avatar":"https://static.tigerbbs.com/ec196b433dc612e52ea1090eb6da3271","crmLevel":5,"crmLevelSwitch":0,"idStr":"4123405616306630","authorIdStr":"4123405616306630"},"content":"现在年轻人爱喝奶茶和玩手办,资本力量也在推波助澜!","text":"现在年轻人爱喝奶茶和玩手办,资本力量也在推波助澜!","html":"现在年轻人爱喝奶茶和玩手办,资本力量也在推波助澜!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379919853932888,"gmtCreate":1733779157006,"gmtModify":1746578788647,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我开仓了100.0股<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,抄底英伟达第二单,目标价放在150,目前来看仍然是刚需,随着台积电两奈米产能释放,英伟达会是最大收益方","listText":"我开仓了100.0股<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,抄底英伟达第二单,目标价放在150,目前来看仍然是刚需,随着台积电两奈米产能释放,英伟达会是最大收益方","text":"我开仓了100.0股$英伟达(NVDA)$ ,抄底英伟达第二单,目标价放在150,目前来看仍然是刚需,随着台积电两奈米产能释放,英伟达会是最大收益方","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/379919853932888","isVote":1,"tweetType":1,"viewCount":10033,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010297","authorId":"10000000000010297","name":"山东菏泽曹县首负","avatar":"https://static.tigerbbs.com/f5ad2cc67582df9ded2545cb87a71ea7","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010297","authorIdStr":"10000000000010297"},"content":"能涨到150吗?我有点犹豫","text":"能涨到150吗?我有点犹豫","html":"能涨到150吗?我有点犹豫"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380555402117448,"gmtCreate":1733943182870,"gmtModify":1746576238117,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我开仓了100.0股<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,继续追高,400有抛压,但是仍然有资金进来416有压力,区间可以高抛低吸,不考虑成本可以继续进场","listText":"我开仓了100.0股<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,继续追高,400有抛压,但是仍然有资金进来416有压力,区间可以高抛低吸,不考虑成本可以继续进场","text":"我开仓了100.0股$特斯拉(TSLA)$ ,继续追高,400有抛压,但是仍然有资金进来416有压力,区间可以高抛低吸,不考虑成本可以继续进场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/380555402117448","isVote":1,"tweetType":1,"viewCount":11438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379882889302328,"gmtCreate":1733778993955,"gmtModify":1746578788649,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我开仓了1手<a href=\"https://laohu8.com/OPT/MSTR 20241220 420.0 CALL\">$MSTR 20241220 420.0 CALL$ </a>,比特币形态不好看,目前比较热的几个点已经出现,有可能会出现sell news 的行情,小仓位做空开始","listText":"我开仓了1手<a href=\"https://laohu8.com/OPT/MSTR 20241220 420.0 CALL\">$MSTR 20241220 420.0 CALL$ </a>,比特币形态不好看,目前比较热的几个点已经出现,有可能会出现sell news 的行情,小仓位做空开始","text":"我开仓了1手$MSTR 20241220 420.0 CALL$ ,比特币形态不好看,目前比较热的几个点已经出现,有可能会出现sell news 的行情,小仓位做空开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/379882889302328","isVote":1,"tweetType":1,"viewCount":5653,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3438015706494300","authorId":"3438015706494300","name":"京沪快客","avatar":"https://static.tigerbbs.com/4ba33981ee9f6e486655a9144e543ce1","crmLevel":9,"crmLevelSwitch":1,"idStr":"3438015706494300","authorIdStr":"3438015706494300"},"content":"800建仓拿的eth,刚已经出了,主要是加密现在套利风险收益明显好于持币,没必要在10万磨","text":"800建仓拿的eth,刚已经出了,主要是加密现在套利风险收益明显好于持币,没必要在10万磨","html":"800建仓拿的eth,刚已经出了,主要是加密现在套利风险收益明显好于持币,没必要在10万磨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378924949795248,"gmtCreate":1733545129214,"gmtModify":1746576238262,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我开仓了100.0股<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,继续追高,很多人在问可以买吗,我觉得可以,有点回到2020的感觉了。此时此刻,恰如彼时彼刻。","listText":"我开仓了100.0股<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,继续追高,很多人在问可以买吗,我觉得可以,有点回到2020的感觉了。此时此刻,恰如彼时彼刻。","text":"我开仓了100.0股$特斯拉(TSLA)$ ,继续追高,很多人在问可以买吗,我觉得可以,有点回到2020的感觉了。此时此刻,恰如彼时彼刻。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/378924949795248","isVote":1,"tweetType":1,"viewCount":5988,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":3,"crmLevelSwitch":0,"idStr":"3558909450416751","authorIdStr":"3558909450416751"},"content":"但是不知道什么时候会被深套,最后追高的肯定是最惨的","text":"但是不知道什么时候会被深套,最后追高的肯定是最惨的","html":"但是不知道什么时候会被深套,最后追高的肯定是最惨的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374934196219952,"gmtCreate":1732565851678,"gmtModify":1746576238229,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我开仓了1手<a href=\"https://laohu8.com/OPT/MSTR 20241206 250.0 PUT\">$MSTR 20241206 250.0 PUT$ </a>,高风险资产,谨慎跟单。目前整体表现仍然强势,可以持续到一月上任前","listText":"我开仓了1手<a href=\"https://laohu8.com/OPT/MSTR 20241206 250.0 PUT\">$MSTR 20241206 250.0 PUT$ </a>,高风险资产,谨慎跟单。目前整体表现仍然强势,可以持续到一月上任前","text":"我开仓了1手$MSTR 20241206 250.0 PUT$ ,高风险资产,谨慎跟单。目前整体表现仍然强势,可以持续到一月上任前","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/374934196219952","isVote":1,"tweetType":1,"viewCount":7117,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4182655459406312","authorId":"4182655459406312","name":"发发发发发发发发发发发发发发","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"4182655459406312","authorIdStr":"4182655459406312"},"content":"是裸期权吗","text":"是裸期权吗","html":"是裸期权吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382831574925848,"gmtCreate":1734500131967,"gmtModify":1746578788711,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我开仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20241220 470.0 PUT\">$TSLA 20241220 470.0 PUT$ </a>,有回调迹象了,不能直接搞正股,先sp一手试试看,同时英伟达有止血迹象,求稳的话英伟达更好","listText":"我开仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20241220 470.0 PUT\">$TSLA 20241220 470.0 PUT$ </a>,有回调迹象了,不能直接搞正股,先sp一手试试看,同时英伟达有止血迹象,求稳的话英伟达更好","text":"我开仓了1手$TSLA 20241220 470.0 PUT$ ,有回调迹象了,不能直接搞正股,先sp一手试试看,同时英伟达有止血迹象,求稳的话英伟达更好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/382831574925848","isVote":1,"tweetType":1,"viewCount":7307,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":3,"crmLevelSwitch":0,"idStr":"3558909450416751","authorIdStr":"3558909450416751"},"content":"这很容易接股啊","text":"这很容易接股啊","html":"这很容易接股啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379024749257072,"gmtCreate":1733560626586,"gmtModify":1746578788782,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我开仓了100.0股<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$ </a>,Mstr有熄火迹象,不过依然有机会,如果纳入指数会再次打爆空头继续冲击500,目前来看不一定那么悲观","listText":"我开仓了100.0股<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy(MSTR)$ </a>,Mstr有熄火迹象,不过依然有机会,如果纳入指数会再次打爆空头继续冲击500,目前来看不一定那么悲观","text":"我开仓了100.0股$MicroStrategy(MSTR)$ ,Mstr有熄火迹象,不过依然有机会,如果纳入指数会再次打爆空头继续冲击500,目前来看不一定那么悲观","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/379024749257072","isVote":1,"tweetType":1,"viewCount":10674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374929870078256,"gmtCreate":1732564885767,"gmtModify":1746576238223,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我开仓了3手<a href=\"https://laohu8.com/OPT/NVDA 20241206 130.0 PUT\">$NVDA 20241206 130.0 PUT$ </a>,人工智能板块近期有回调需求,市场热点不在这里,谨慎操作","listText":"我开仓了3手<a href=\"https://laohu8.com/OPT/NVDA 20241206 130.0 PUT\">$NVDA 20241206 130.0 PUT$ </a>,人工智能板块近期有回调需求,市场热点不在这里,谨慎操作","text":"我开仓了3手$NVDA 20241206 130.0 PUT$ ,人工智能板块近期有回调需求,市场热点不在这里,谨慎操作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/374929870078256","isVote":1,"tweetType":1,"viewCount":8423,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274702625278","authorId":"3479274702625278","name":"老夫追涨杀跌","avatar":"https://static.tigerbbs.com/53d8be38e6bbbfa27d16721be9a4e59b","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274702625278","authorIdStr":"3479274702625278"},"content":"这分析太到位了,感谢提醒啊![强]","text":"这分析太到位了,感谢提醒啊![强]","html":"这分析太到位了,感谢提醒啊![强]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392702115242200,"gmtCreate":1736919829791,"gmtModify":1746578788781,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20250131 475.0 CALL\">$TSLA 20250131 475.0 CALL$ </a>,特斯拉曾用激光代替油漆工艺,设计无车漆的哑光车标,结果激光强度太高,直接把车身烧出了洞,成为公司内部的经典乌龙事件。","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20250131 475.0 CALL\">$TSLA 20250131 475.0 CALL$ </a>,特斯拉曾用激光代替油漆工艺,设计无车漆的哑光车标,结果激光强度太高,直接把车身烧出了洞,成为公司内部的经典乌龙事件。","text":"我开仓了$TSLA 20250131 475.0 CALL$ ,特斯拉曾用激光代替油漆工艺,设计无车漆的哑光车标,结果激光强度太高,直接把车身烧出了洞,成为公司内部的经典乌龙事件。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/392702115242200","isVote":1,"tweetType":1,"viewCount":2808,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573134516759647","authorId":"3573134516759647","name":"四季鱼莊","avatar":"https://static.tigerbbs.com/b6cc894afe9c137c4a593b0a61645e01","crmLevel":7,"crmLevelSwitch":0,"idStr":"3573134516759647","authorIdStr":"3573134516759647"},"content":"特斯拉后期您如何看?现在基本空仓,今天也没敢上,还有达子!想听下您的高见,想进呢感觉现在有可能会继续向下,谢谢!","text":"特斯拉后期您如何看?现在基本空仓,今天也没敢上,还有达子!想听下您的高见,想进呢感觉现在有可能会继续向下,谢谢!","html":"特斯拉后期您如何看?现在基本空仓,今天也没敢上,还有达子!想听下您的高见,想进呢感觉现在有可能会继续向下,谢谢!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377575606346008,"gmtCreate":1733210253639,"gmtModify":1746576238187,"author":{"id":"3551078381485740","authorId":"3551078381485740","name":"风城流浪汉","avatar":"https://static.tigerbbs.com/c28c81a1593917f812b9d023f100fb2c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551078381485740","authorIdStr":"3551078381485740"},"themes":[],"htmlText":"我开仓了200.0股<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,今日订单第一单特斯拉,疯狂追高,越高越买,预计持有跨年,直到走出疯牛行情","listText":"我开仓了200.0股<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,今日订单第一单特斯拉,疯狂追高,越高越买,预计持有跨年,直到走出疯牛行情","text":"我开仓了200.0股$特斯拉(TSLA)$ ,今日订单第一单特斯拉,疯狂追高,越高越买,预计持有跨年,直到走出疯牛行情","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/377575606346008","isVote":1,"tweetType":1,"viewCount":3692,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545206809192010","authorId":"3545206809192010","name":"赚钱工具1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3545206809192010","authorIdStr":"3545206809192010"},"content":"买入的价格怎么这么高,虽然后面很可能破400","text":"买入的价格怎么这么高,虽然后面很可能破400","html":"买入的价格怎么这么高,虽然后面很可能破400"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}