+关注
Huan娱
只投资朝阳行业的好公司,并长期持有
IP属地:海外
35
关注
111
粉丝
1
主题
0
勋章
主贴
热门
Huan娱
06-03
$特斯拉(TSLA)$
246成本,361清仓了。先看看 有的是机会[流泪]
Huan娱
03-19
那么问题来了,特斯拉仅仅是一家汽车公司吗?😂
Huan娱
2022-06-24
1000亿不是梦
@Emilyslove:
$理想汽车(LI)$
就是越来越贵了……拿不住😮💨
Huan娱
2022-04-13
开什么玩笑 人家平均成本90左右 。赚钱了已经
大手笔减持阿里背后,芒格有何隐情?
Huan娱
2022-02-22
$美团-W(03690)$
机会抓紧 上车了[开心]
Huan娱
2022-02-21
$美吉姆(002621)$
随时准备割韭菜走人了😁
Huan娱
2022-02-20
$美团-W(03690)$
看到160就可以建仓了👍坐等吃肉
Huan娱
2022-02-02
$蔚来(NIO)$
这么说吧,电动三傻每家都值1000亿刀起+ ,短期赌博心态的 确实不适合入。另外,特斯拉2W亿也快得很
Huan娱
2022-01-28
$蔚来(NIO)$
最后All in的机会😁 拿到年底 吃大肉👍别怪我没提醒各位
Huan娱
2022-01-17
$Grab Holdings(GRAB)$
可以建仓了,等着吃肉
Huan娱
2022-01-01
$小鹏汽车(XPEV)$
十年到二十年,蔚小理取代BBA的市场 还是有可能的
Huan娱
2021-11-30
$瑞幸咖啡(LKNCY)$
一直没搞懂,不是停牌了吗?这支到底是什么来头?
Huan娱
2021-11-23
$阿里巴巴(BABA)$
现在不入?更待何时😁
Huan娱
2021-11-23
$理想汽车(LI)$
$理想汽车(LI)$ 害,开盘前我说什么来着?🤔
Huan娱
2021-11-23
$理想汽车(LI)$
害,开盘前我说什么来着?🤔
Huan娱
2021-11-23
大概率
@Huan娱:
$理想汽车(LI)$
大概路老罗入局了✅坐等起飞🛫️眼光放长远👀
Huan娱
2021-11-23
$理想汽车(LI)$
大概路老罗入局了✅坐等起飞🛫️眼光放长远👀
Huan娱
2021-11-19
$Rivian Automotive, Inc.(RIVN)$
有耐心的可以等等看70👀
Huan娱
2021-11-13
$Archer Aviation Inc.(ACHR)$
适当建仓了可以,步子别太大😁
Huan娱
2021-11-12
$Rivian Automotive, Inc.(RIVN)$
电气化时代 不适合用汽车行业思路看待这些新贵,这就是为什么这些公司比百年车企还高的市值。这些企业都具备互联网公司的原生基因,未来科技的发展,车子本身可以赚很少的钱甚至不赚钱,而卖软件和OTA升级可以赚很多钱,这是趋势。所以 短期5-10年资本市场看的是个各家公司的资金利用率。
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3561649565466203","uuid":"3561649565466203","gmtCreate":1598555542227,"gmtModify":1615387841176,"name":"Huan娱","pinyin":"huanyhuanyu","introduction":"","introductionEn":"","signature":"只投资朝阳行业的好公司,并长期持有","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":111,"headSize":35,"tweetSize":131,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a97bce155cb14045be40c3fe246e8d20-1","templateUuid":"a97bce155cb14045be40c3fe246e8d20","name":"新晋创作者","description":"首次获得精华帖的创作者","bigImgUrl":"https://static.tigerbbs.com/4ce9180a952c61a51c39f70d533b81a7","smallImgUrl":"https://static.tigerbbs.com/f98cf16cf4b858114f7ab9a779f9e6f1","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2005}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"海外","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":442118428709248,"gmtCreate":1748961528592,"gmtModify":1748961529987,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 246成本,361清仓了。先看看 有的是机会[流泪] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 246成本,361清仓了。先看看 有的是机会[流泪] ","text":"$特斯拉(TSLA)$ 246成本,361清仓了。先看看 有的是机会[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/442118428709248","isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560443992727190","authorId":"3560443992727190","name":"SuperEric","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3560443992727190","authorIdStr":"3560443992727190"},"content":"你会后悔都来不及的","text":"你会后悔都来不及的","html":"你会后悔都来不及的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415189236310016,"gmtCreate":1742384563288,"gmtModify":1742384565424,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"那么问题来了,特斯拉仅仅是一家汽车公司吗?😂","listText":"那么问题来了,特斯拉仅仅是一家汽车公司吗?😂","text":"那么问题来了,特斯拉仅仅是一家汽车公司吗?😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415189236310016","isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683192348,"gmtCreate":1656049885389,"gmtModify":1704863972845,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"1000亿不是梦","listText":"1000亿不是梦","text":"1000亿不是梦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683192348","repostId":"683315388","repostType":1,"repost":{"id":683315388,"gmtCreate":1655996522748,"gmtModify":1704863839089,"author":{"id":"3558472747654347","authorId":"3558472747654347","name":"Emilyslove","avatar":"https://static.tigerbbs.com/986d1cbda7270f2599757b2394af1c1c","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3558472747654347","authorIdStr":"3558472747654347"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>就是越来越贵了……拿不住😮💨","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>就是越来越贵了……拿不住😮💨","text":"$理想汽车(LI)$就是越来越贵了……拿不住😮💨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683315388","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613689859,"gmtCreate":1649852099375,"gmtModify":1649852099375,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"开什么玩笑 人家平均成本90左右 。赚钱了已经","listText":"开什么玩笑 人家平均成本90左右 。赚钱了已经","text":"开什么玩笑 人家平均成本90左右 。赚钱了已经","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613689859","repostId":"1171226600","repostType":2,"repost":{"id":"1171226600","kind":"news","pubTimestamp":1649778100,"share":"https://www.laohu8.com/m/news/1171226600?lang=&edition=full","pubTime":"2022-04-12 23:41","market":"us","language":"zh","title":"大手笔减持阿里背后,芒格有何隐情?","url":"https://stock-news.laohu8.com/highlight/detail?id=1171226600","media":"资事堂","summary":"芒格此番减持,意欲何为?他究竟在这个月里嗅到了什么?","content":"<html><head></head><body><p>作为巴菲特的挚友,伯克希尔哈萨韦的副董事长,查理·芒格在中国有大量的投资者粉丝。</p><p>但这位98岁老人近期的一个做法却让人大感意外。</p><p>据美国证券交易委员会披露的信息,芒格长期担任董事长的每日期刊公司(Daily Journal)日前的最新美股持仓组合中,阿里巴巴的持仓大幅减少了一半。</p><p>但此前的2月份,这家公司的年会上,查理芒格刚刚“夸赞”了一把阿里巴巴。他说阿里巴巴是“合适”的投资标的,投资这个公司让他感到“舒适”。</p><p>但一个月后的最新公告显示,芒格又减持了阿里巴巴的美股,而且直接砍仓一半。</p><p>芒格此番减持,意欲何为?他究竟在这个月里嗅到了什么?</p><p><b>01</b></p><p><b>“不贪多”的芒格</b></p><p>巴菲特曾有个著名的论断,人一生只需要20个优秀上市公司就足以了。</p><p>芒格还要极致,他持有的股票数量通常在5个上下。</p><p>在他担任董事长的每日期刊公司近年的投资组合中,通常只有很少数量的公司,而阿里巴巴就在其中。</p><p>2021年末的公告显示,每日期刊公司持有2.126亿美元的美股(相关法规只要求披露美股持仓)。</p><p>这五家公司是,美洲银行(9480.6万美元)、富国银行(7713.9万美元)、阿里巴巴(3264万美元)、美国合众银行(744.1万美元)、浦项制铁(57.7万美元)。</p><p>此外,每日期刊公司还有自己稳定发展的主业,提供各种广告信息服务,并提供法律相关的案件管理软件系统服务。</p><p>这样屈指数来,芒格近年看上的生意不过六桩。</p><p><b>02</b></p><p><b>让人舒适的“生意”?</b></p><p>芒格是怎么看待阿里巴巴这桩生意,可以从他在公开场合的一些发言中看出。</p><p>在今年2月举行的每日期刊公司年度股东大会上,他曾表示:</p><p>“我觉得阿里巴巴是一个合理的投资,至少目前来看,买入阿里巴巴股票并没有看起来风险那么巨大。”</p><p>他还在该次大会上表示,阿里巴巴竞争力很强,即便在竞争激烈的零售领域也有极佳竞争力。“<b>投资阿里巴巴是让我感到舒适的投资决策。</b>”</p><p>他还为阿里股价的下跌做解释:持有有价证券就会面临风险,可能是亏钱,也可能是股价下降。<b>我们会有一些措施去规避损失,对一些小幅的回撤并不介意。</b></p><p>但资事堂梳理的相关公告却显示,2021年一季度起逐季增仓阿里巴巴(美股ADS)的每日期刊公司,在最新的一季度摸出现减持。</p><p>减持规模达到30.21万股,相比去年末砍仓一半。</p><p><img src=\"https://static.tigerbbs.com/dfa61cf5ff0517151662321821ac6060\" tg-width=\"742\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/></p><p>而同期,阿里巴巴在美股和港股的成交价,都一度创下了近几年的新低(见下图)。</p><p><b>所以,无论是言行不一致,还是低位砍仓,这似乎都大大不同于投资大众心目中的查理芒格的形象。</b></p><p><img src=\"https://static.tigerbbs.com/d86446d99222807309114e9aa52dce21\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>这究竟发生了什么?</p><p><b>03</b></p><p><b>3月末辞去董事长</b></p><p>撇开阿里巴巴期间发生了什么情况,每日期刊公司在2022年一季度发生了一件大事。</p><p>就是芒格退休了。</p><p>3月28日,在每日期刊公司提交的一份给当地监管部门的文件中显示,查理·芒格已决定在该公司工作45年后,将卸任董事长一职。</p><p>此前在该公司今年2月的年会上,查理·芒格就透露过 “接任的计划未来不久就会执行”。</p><p>果然短短一个多月后,芒格正式卸任董事长。</p><p>芒格卸任这个事项,<b>给每日期刊公司减持阿里带来了一种解释的可能,即此次操作已不再由芒格主导:</b></p><p>他或许依然看好某家公司,但98岁的他可能已不再做主。</p><p>这个事情同样发生在巴菲特的公司里,过去几年,伯克希尔连续操作了多次科技股和航空股投资,其风格和手法和巴菲特早年的风格有了不小的差异。</p><p>业内多次揣测,巴菲特可能早已分仓给其他基金经理管理资产。甚至,他已逐步退出一线的决策,而只是把关。毕竟巴菲特也已91周岁高龄。</p><p><b>04</b></p><p><b>几个可能的原因</b></p><p>还有几种可能:</p><p>其一、芒格可能确实不看好这家公司,在今年2~3月份的某些时刻,他发现了一些他不能容忍的迹象,导致他不得不在低位斩仓。</p><p>其二、<b>还有可能是另存隐情——比如转换阿里巴巴至港股市场。</b></p><p>阿里巴巴同时也在香港市场挂牌交易,价格和美股表现相当接近。而芒格选择了转换部分持仓到港股市场。</p><p>这类操作在资管界早有先例。</p><p>2020年8月,新加坡主权基金淡马锡、英国百年资管巨头柏基投资(Baillie Gifford)将持有的阿里巴巴美国存托凭证转换为港股,转换量分别占其头寸的50%和20%。</p><p>其三、<b>持有人推动变化:</b></p><p>由于芒格的巨大威望,所以外界几乎忽略每日期刊公司的其他股东。</p><p>但其实,很早以前,就有不少大鳄级别的金融机构投资每日期刊公司。</p><p>根据该公司去年末的披露,有两家大型买方机构是每日期刊公司的大股东,包括Roseman Wagner Wealth Management、资管巨头贝莱德。</p><p><img src=\"https://static.tigerbbs.com/399e368561496d45f24ad567b9fc9ab3\" tg-width=\"865\" tg-height=\"244\" referrerpolicy=\"no-referrer\"/></p><p>随着芒格的卸任,部分股东也可能推动投资组合和风格的调整。</p><p>总体上说,本次减持阿里巴巴,并不能推断芒格就出现了“出尔反尔”,相反在更多的信息出现前,各种可能的原因都存在。</p></body></html>","source":"lsy1568174316590","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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大手笔减持阿里背后,芒格有何隐情?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大手笔减持阿里背后,芒格有何隐情?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 23:41 北京时间 <a href=https://mp.weixin.qq.com/s/R_8W7bRACU4XW7ukjiq-dQ><strong>资事堂</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为巴菲特的挚友,伯克希尔哈萨韦的副董事长,查理·芒格在中国有大量的投资者粉丝。但这位98岁老人近期的一个做法却让人大感意外。据美国证券交易委员会披露的信息,芒格长期担任董事长的每日期刊公司(Daily Journal)日前的最新美股持仓组合中,阿里巴巴的持仓大幅减少了一半。但此前的2月份,这家公司的年会上,查理芒格刚刚“夸赞”了一把阿里巴巴。他说阿里巴巴是“合适”的投资标的,投资这个公司让他感到...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/R_8W7bRACU4XW7ukjiq-dQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/R_8W7bRACU4XW7ukjiq-dQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171226600","content_text":"作为巴菲特的挚友,伯克希尔哈萨韦的副董事长,查理·芒格在中国有大量的投资者粉丝。但这位98岁老人近期的一个做法却让人大感意外。据美国证券交易委员会披露的信息,芒格长期担任董事长的每日期刊公司(Daily Journal)日前的最新美股持仓组合中,阿里巴巴的持仓大幅减少了一半。但此前的2月份,这家公司的年会上,查理芒格刚刚“夸赞”了一把阿里巴巴。他说阿里巴巴是“合适”的投资标的,投资这个公司让他感到“舒适”。但一个月后的最新公告显示,芒格又减持了阿里巴巴的美股,而且直接砍仓一半。芒格此番减持,意欲何为?他究竟在这个月里嗅到了什么?01“不贪多”的芒格巴菲特曾有个著名的论断,人一生只需要20个优秀上市公司就足以了。芒格还要极致,他持有的股票数量通常在5个上下。在他担任董事长的每日期刊公司近年的投资组合中,通常只有很少数量的公司,而阿里巴巴就在其中。2021年末的公告显示,每日期刊公司持有2.126亿美元的美股(相关法规只要求披露美股持仓)。这五家公司是,美洲银行(9480.6万美元)、富国银行(7713.9万美元)、阿里巴巴(3264万美元)、美国合众银行(744.1万美元)、浦项制铁(57.7万美元)。此外,每日期刊公司还有自己稳定发展的主业,提供各种广告信息服务,并提供法律相关的案件管理软件系统服务。这样屈指数来,芒格近年看上的生意不过六桩。02让人舒适的“生意”?芒格是怎么看待阿里巴巴这桩生意,可以从他在公开场合的一些发言中看出。在今年2月举行的每日期刊公司年度股东大会上,他曾表示:“我觉得阿里巴巴是一个合理的投资,至少目前来看,买入阿里巴巴股票并没有看起来风险那么巨大。”他还在该次大会上表示,阿里巴巴竞争力很强,即便在竞争激烈的零售领域也有极佳竞争力。“投资阿里巴巴是让我感到舒适的投资决策。”他还为阿里股价的下跌做解释:持有有价证券就会面临风险,可能是亏钱,也可能是股价下降。我们会有一些措施去规避损失,对一些小幅的回撤并不介意。但资事堂梳理的相关公告却显示,2021年一季度起逐季增仓阿里巴巴(美股ADS)的每日期刊公司,在最新的一季度摸出现减持。减持规模达到30.21万股,相比去年末砍仓一半。而同期,阿里巴巴在美股和港股的成交价,都一度创下了近几年的新低(见下图)。所以,无论是言行不一致,还是低位砍仓,这似乎都大大不同于投资大众心目中的查理芒格的形象。这究竟发生了什么?033月末辞去董事长撇开阿里巴巴期间发生了什么情况,每日期刊公司在2022年一季度发生了一件大事。就是芒格退休了。3月28日,在每日期刊公司提交的一份给当地监管部门的文件中显示,查理·芒格已决定在该公司工作45年后,将卸任董事长一职。此前在该公司今年2月的年会上,查理·芒格就透露过 “接任的计划未来不久就会执行”。果然短短一个多月后,芒格正式卸任董事长。芒格卸任这个事项,给每日期刊公司减持阿里带来了一种解释的可能,即此次操作已不再由芒格主导:他或许依然看好某家公司,但98岁的他可能已不再做主。这个事情同样发生在巴菲特的公司里,过去几年,伯克希尔连续操作了多次科技股和航空股投资,其风格和手法和巴菲特早年的风格有了不小的差异。业内多次揣测,巴菲特可能早已分仓给其他基金经理管理资产。甚至,他已逐步退出一线的决策,而只是把关。毕竟巴菲特也已91周岁高龄。04几个可能的原因还有几种可能:其一、芒格可能确实不看好这家公司,在今年2~3月份的某些时刻,他发现了一些他不能容忍的迹象,导致他不得不在低位斩仓。其二、还有可能是另存隐情——比如转换阿里巴巴至港股市场。阿里巴巴同时也在香港市场挂牌交易,价格和美股表现相当接近。而芒格选择了转换部分持仓到港股市场。这类操作在资管界早有先例。2020年8月,新加坡主权基金淡马锡、英国百年资管巨头柏基投资(Baillie Gifford)将持有的阿里巴巴美国存托凭证转换为港股,转换量分别占其头寸的50%和20%。其三、持有人推动变化:由于芒格的巨大威望,所以外界几乎忽略每日期刊公司的其他股东。但其实,很早以前,就有不少大鳄级别的金融机构投资每日期刊公司。根据该公司去年末的披露,有两家大型买方机构是每日期刊公司的大股东,包括Roseman Wagner Wealth Management、资管巨头贝莱德。随着芒格的卸任,部分股东也可能推动投资组合和风格的调整。总体上说,本次减持阿里巴巴,并不能推断芒格就出现了“出尔反尔”,相反在更多的信息出现前,各种可能的原因都存在。","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638703681,"gmtCreate":1645515221738,"gmtModify":1645515221738,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>机会抓紧 上车了[开心] ","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>机会抓紧 上车了[开心] ","text":"$美团-W(03690)$机会抓紧 上车了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/638703681","isVote":1,"tweetType":1,"viewCount":3149,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530829162497450","authorId":"3530829162497450","name":"门门门","avatar":"https://static.tigerbbs.com/a9f885e15ad41a2d2784a5003ceb6d11","crmLevel":1,"crmLevelSwitch":0,"idStr":"3530829162497450","authorIdStr":"3530829162497450"},"content":"通往地狱吗","text":"通往地狱吗","html":"通往地狱吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638566980,"gmtCreate":1645436125647,"gmtModify":1645436125647,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002621\">$美吉姆(002621)$</a>随时准备割韭菜走人了😁","listText":"<a href=\"https://laohu8.com/S/002621\">$美吉姆(002621)$</a>随时准备割韭菜走人了😁","text":"$美吉姆(002621)$随时准备割韭菜走人了😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638566980","isVote":1,"tweetType":1,"viewCount":4925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638269678,"gmtCreate":1645360244029,"gmtModify":1645360244029,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>看到160就可以建仓了👍坐等吃肉","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>看到160就可以建仓了👍坐等吃肉","text":"$美团-W(03690)$看到160就可以建仓了👍坐等吃肉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638269678","isVote":1,"tweetType":1,"viewCount":3651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633101592,"gmtCreate":1643815369933,"gmtModify":1643850416657,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>这么说吧,电动三傻每家都值1000亿刀起+ ,短期赌博心态的 确实不适合入。另外,特斯拉2W亿也快得很","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>这么说吧,电动三傻每家都值1000亿刀起+ ,短期赌博心态的 确实不适合入。另外,特斯拉2W亿也快得很","text":"$蔚来(NIO)$这么说吧,电动三傻每家都值1000亿刀起+ ,短期赌博心态的 确实不适合入。另外,特斯拉2W亿也快得很","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/633101592","isVote":1,"tweetType":1,"viewCount":6442,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442116552308058","authorId":"3442116552308058","name":"霎儿风","avatar":"https://static.tigerbbs.com/ea08723fd87c2bee5c9467e3d9d642b2","crmLevel":3,"crmLevelSwitch":0,"idStr":"3442116552308058","authorIdStr":"3442116552308058"},"content":"你太低估三傻了,起码一万亿,反正要吹牛不如吹大点。","text":"你太低估三傻了,起码一万亿,反正要吹牛不如吹大点。","html":"你太低估三傻了,起码一万亿,反正要吹牛不如吹大点。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639289313,"gmtCreate":1643299805513,"gmtModify":1643299805513,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>最后All in的机会😁 拿到年底 吃大肉👍别怪我没提醒各位","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>最后All in的机会😁 拿到年底 吃大肉👍别怪我没提醒各位","text":"$蔚来(NIO)$最后All in的机会😁 拿到年底 吃大肉👍别怪我没提醒各位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":33,"repostSize":0,"link":"https://laohu8.com/post/639289313","isVote":1,"tweetType":1,"viewCount":9689,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098360788415140","authorId":"4098360788415140","name":"我希望有勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4098360788415140","authorIdStr":"4098360788415140"},"content":"电动车最重要的2个东西,电池和自动驾驶,特斯拉3月要大规模交付4680电池和推出全自动驾驶,蔚来怎么顶,前期不注重技术,靠服务恐怕连小鹏都打不赢,40多万et7不可能走量","text":"电动车最重要的2个东西,电池和自动驾驶,特斯拉3月要大规模交付4680电池和推出全自动驾驶,蔚来怎么顶,前期不注重技术,靠服务恐怕连小鹏都打不赢,40多万et7不可能走量","html":"电动车最重要的2个东西,电池和自动驾驶,特斯拉3月要大规模交付4680电池和推出全自动驾驶,蔚来怎么顶,前期不注重技术,靠服务恐怕连小鹏都打不赢,40多万et7不可能走量"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697882409,"gmtCreate":1642402927571,"gmtModify":1642402927571,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>可以建仓了,等着吃肉","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>可以建仓了,等着吃肉","text":"$Grab Holdings(GRAB)$可以建仓了,等着吃肉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697882409","isVote":1,"tweetType":1,"viewCount":3568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692234402,"gmtCreate":1640976274159,"gmtModify":1640976274159,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>十年到二十年,蔚小理取代BBA的市场 还是有可能的","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>十年到二十年,蔚小理取代BBA的市场 还是有可能的","text":"$小鹏汽车(XPEV)$十年到二十年,蔚小理取代BBA的市场 还是有可能的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692234402","isVote":1,"tweetType":1,"viewCount":3827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609001089,"gmtCreate":1638202907198,"gmtModify":1638202907198,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>一直没搞懂,不是停牌了吗?这支到底是什么来头?","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>一直没搞懂,不是停牌了吗?这支到底是什么来头?","text":"$瑞幸咖啡(LKNCY)$一直没搞懂,不是停牌了吗?这支到底是什么来头?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/609001089","isVote":1,"tweetType":1,"viewCount":5348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875426377,"gmtCreate":1637680143497,"gmtModify":1637680143497,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>现在不入?更待何时😁","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>现在不入?更待何时😁","text":"$阿里巴巴(BABA)$现在不入?更待何时😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/875426377","isVote":1,"tweetType":1,"viewCount":5077,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478175953380494","authorId":"3478175953380494","name":"xiaoxiaoshen","avatar":"https://static.tigerbbs.com/f4479d9d7f005fe17c43a20ebc76fb26","crmLevel":5,"crmLevelSwitch":0,"idStr":"3478175953380494","authorIdStr":"3478175953380494"},"content":"无情的割掉你","text":"无情的割掉你","html":"无情的割掉你"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875465567,"gmtCreate":1637679724765,"gmtModify":1637679724765,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>$理想汽车(LI)$ 害,开盘前我说什么来着?🤔","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>$理想汽车(LI)$ 害,开盘前我说什么来着?🤔","text":"$理想汽车(LI)$$理想汽车(LI)$ 害,开盘前我说什么来着?🤔","images":[{"img":"https://static.tigerbbs.com/0fb23a21e2c9a2afdb2eb161166556a4","width":"828","height":"313"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875465567","isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":875462249,"gmtCreate":1637679690358,"gmtModify":1637679690358,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>害,开盘前我说什么来着?🤔","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>害,开盘前我说什么来着?🤔","text":"$理想汽车(LI)$害,开盘前我说什么来着?🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875462249","isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875405372,"gmtCreate":1637677192420,"gmtModify":1637677192420,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"大概率","listText":"大概率","text":"大概率","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875405372","repostId":"875405095","repostType":1,"repost":{"id":875405095,"gmtCreate":1637677181100,"gmtModify":1637677181100,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>大概路老罗入局了✅坐等起飞🛫️眼光放长远👀","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>大概路老罗入局了✅坐等起飞🛫️眼光放长远👀","text":"$理想汽车(LI)$大概路老罗入局了✅坐等起飞🛫️眼光放长远👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875405095","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875405095,"gmtCreate":1637677181100,"gmtModify":1637677181100,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>大概路老罗入局了✅坐等起飞🛫️眼光放长远👀","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>大概路老罗入局了✅坐等起飞🛫️眼光放长远👀","text":"$理想汽车(LI)$大概路老罗入局了✅坐等起飞🛫️眼光放长远👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/875405095","isVote":1,"tweetType":1,"viewCount":3723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876391503,"gmtCreate":1637257049623,"gmtModify":1637257049623,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>有耐心的可以等等看70👀","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>有耐心的可以等等看70👀","text":"$Rivian Automotive, Inc.(RIVN)$有耐心的可以等等看70👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876391503","isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879581350,"gmtCreate":1636737923466,"gmtModify":1636737923466,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ACHR\">$Archer Aviation Inc.(ACHR)$</a>适当建仓了可以,步子别太大😁","listText":"<a href=\"https://laohu8.com/S/ACHR\">$Archer Aviation Inc.(ACHR)$</a>适当建仓了可以,步子别太大😁","text":"$Archer Aviation Inc.(ACHR)$适当建仓了可以,步子别太大😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879581350","isVote":1,"tweetType":1,"viewCount":2772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879611964,"gmtCreate":1636715425854,"gmtModify":1636715425854,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>电气化时代 不适合用汽车行业思路看待这些新贵,这就是为什么这些公司比百年车企还高的市值。这些企业都具备互联网公司的原生基因,未来科技的发展,车子本身可以赚很少的钱甚至不赚钱,而卖软件和OTA升级可以赚很多钱,这是趋势。所以 短期5-10年资本市场看的是个各家公司的资金利用率。","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>电气化时代 不适合用汽车行业思路看待这些新贵,这就是为什么这些公司比百年车企还高的市值。这些企业都具备互联网公司的原生基因,未来科技的发展,车子本身可以赚很少的钱甚至不赚钱,而卖软件和OTA升级可以赚很多钱,这是趋势。所以 短期5-10年资本市场看的是个各家公司的资金利用率。","text":"$Rivian Automotive, Inc.(RIVN)$电气化时代 不适合用汽车行业思路看待这些新贵,这就是为什么这些公司比百年车企还高的市值。这些企业都具备互联网公司的原生基因,未来科技的发展,车子本身可以赚很少的钱甚至不赚钱,而卖软件和OTA升级可以赚很多钱,这是趋势。所以 短期5-10年资本市场看的是个各家公司的资金利用率。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879611964","isVote":1,"tweetType":1,"viewCount":2468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":639289313,"gmtCreate":1643299805513,"gmtModify":1643299805513,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>最后All in的机会😁 拿到年底 吃大肉👍别怪我没提醒各位","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>最后All in的机会😁 拿到年底 吃大肉👍别怪我没提醒各位","text":"$蔚来(NIO)$最后All in的机会😁 拿到年底 吃大肉👍别怪我没提醒各位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":33,"repostSize":0,"link":"https://laohu8.com/post/639289313","isVote":1,"tweetType":1,"viewCount":9689,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098360788415140","authorId":"4098360788415140","name":"我希望有勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4098360788415140","authorIdStr":"4098360788415140"},"content":"电动车最重要的2个东西,电池和自动驾驶,特斯拉3月要大规模交付4680电池和推出全自动驾驶,蔚来怎么顶,前期不注重技术,靠服务恐怕连小鹏都打不赢,40多万et7不可能走量","text":"电动车最重要的2个东西,电池和自动驾驶,特斯拉3月要大规模交付4680电池和推出全自动驾驶,蔚来怎么顶,前期不注重技术,靠服务恐怕连小鹏都打不赢,40多万et7不可能走量","html":"电动车最重要的2个东西,电池和自动驾驶,特斯拉3月要大规模交付4680电池和推出全自动驾驶,蔚来怎么顶,前期不注重技术,靠服务恐怕连小鹏都打不赢,40多万et7不可能走量"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193304684,"gmtCreate":1620750569848,"gmtModify":1620750569848,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"一百多年前,汽车刚被鼓捣出来时,马车行业的利益团体操纵议会通过了歧视汽车的法令,要求汽车和马车会车时,汽车停车为马车让路,如果马车夫有要求,汽车司机还要使发动机熄火,以便让马儿安静地通过。#特斯拉 #蔚来 #理想 #小鹏","listText":"一百多年前,汽车刚被鼓捣出来时,马车行业的利益团体操纵议会通过了歧视汽车的法令,要求汽车和马车会车时,汽车停车为马车让路,如果马车夫有要求,汽车司机还要使发动机熄火,以便让马儿安静地通过。#特斯拉 #蔚来 #理想 #小鹏","text":"一百多年前,汽车刚被鼓捣出来时,马车行业的利益团体操纵议会通过了歧视汽车的法令,要求汽车和马车会车时,汽车停车为马车让路,如果马车夫有要求,汽车司机还要使发动机熄火,以便让马儿安静地通过。#特斯拉 #蔚来 #理想 #小鹏","images":[{"img":"https://static.tigerbbs.com/25c4f2ffc092ce4e72a6639d64044f12","width":"571","height":"2047"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/193304684","isVote":1,"tweetType":1,"viewCount":4937,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454759410924762","authorId":"3454759410924762","name":"iclass","avatar":"https://static.tigerbbs.com/292d4e60a5ce2987ce88ee9ecd12a077","crmLevel":9,"crmLevelSwitch":0,"idStr":"3454759410924762","authorIdStr":"3454759410924762"},"content":"电车是未来,特斯拉不是,这是两个概念,别搞混淆了😀","text":"电车是未来,特斯拉不是,这是两个概念,别搞混淆了😀","html":"电车是未来,特斯拉不是,这是两个概念,别搞混淆了😀"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":853540663,"gmtCreate":1634826256083,"gmtModify":1634826256083,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>短期1000-1200;长期3000&拆股","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>短期1000-1200;长期3000&拆股","text":"$特斯拉(TSLA)$短期1000-1200;长期3000&拆股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853540663","isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345216294,"gmtCreate":1618317802918,"gmtModify":1618317802918,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>适当建仓!五月开始回暖,下半年起飞🛫️目标90刀","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>适当建仓!五月开始回暖,下半年起飞🛫️目标90刀","text":"$蔚来(NIO)$适当建仓!五月开始回暖,下半年起飞🛫️目标90刀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/345216294","isVote":1,"tweetType":1,"viewCount":3104,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3451197051481805","authorId":"3451197051481805","name":"奥卍","avatar":"https://static.tigerbbs.com/593066f35e59a0964cbd4bb1a3b6e0e1","crmLevel":2,"crmLevelSwitch":0,"idStr":"3451197051481805","authorIdStr":"3451197051481805"},"content":"现在大力发展氢能源车,电动车估计要跌一段时间了","text":"现在大力发展氢能源车,电动车估计要跌一段时间了","html":"现在大力发展氢能源车,电动车估计要跌一段时间了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321061883,"gmtCreate":1615385885942,"gmtModify":1703488247862,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>$特斯拉(TSLA)$ 没什么好说的,既然看好的企业,为什么会有人割肉??持有不就完事了嘛,拿三年还怕不赚钱吗?北上广做三年打工人才赚多少😂","listText":"<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>$特斯拉(TSLA)$ 没什么好说的,既然看好的企业,为什么会有人割肉??持有不就完事了嘛,拿三年还怕不赚钱吗?北上广做三年打工人才赚多少😂","text":"$Property Solutions Acquisition Corp(PSAC)$$特斯拉(TSLA)$ 没什么好说的,既然看好的企业,为什么会有人割肉??持有不就完事了嘛,拿三年还怕不赚钱吗?北上广做三年打工人才赚多少😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/321061883","isVote":1,"tweetType":1,"viewCount":5763,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"16856563391272","authorId":"16856563391272","name":"王者归来","avatar":"https://static.laohu8.com/c01bd5af4553902edf1caaa873e5cf82","crmLevel":5,"crmLevelSwitch":0,"idStr":"16856563391272","authorIdStr":"16856563391272"},"content":"价值认可很重要,否则风吹草动,就草木皆兵了","text":"价值认可很重要,否则风吹草动,就草木皆兵了","html":"价值认可很重要,否则风吹草动,就草木皆兵了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150231165,"gmtCreate":1624902943357,"gmtModify":1624902943357,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>正式合并后,咱这手上的票子直接变成新的票子吗?还是咋整?","listText":"<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>正式合并后,咱这手上的票子直接变成新的票子吗?还是咋整?","text":"$Property Solutions Acquisition Corp(PSAC)$正式合并后,咱这手上的票子直接变成新的票子吗?还是咋整?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/150231165","isVote":1,"tweetType":1,"viewCount":5798,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442492216444383","authorId":"3442492216444383","name":"法拉第未来未来车主","avatar":"https://static.tigerbbs.com/74e8b003d7117df1945d554d43d7de7f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3442492216444383","authorIdStr":"3442492216444383"},"content":"直接成新票","text":"直接成新票","html":"直接成新票"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835418841,"gmtCreate":1629731188783,"gmtModify":1629731188783,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>九月十月,坐800、看900👀","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>九月十月,坐800、看900👀","text":"$特斯拉(TSLA)$九月十月,坐800、看900👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835418841","isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140658545,"gmtCreate":1625656272887,"gmtModify":1625656272887,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>8块!8块!","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>8块!8块!","text":"$滴滴(DIDI)$8块!8块!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/140658545","isVote":1,"tweetType":1,"viewCount":3961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351510244,"gmtCreate":1616602258188,"gmtModify":1616602258188,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>票子洗洗会更健康。让子弹飞一会儿。建仓时时刻刻,拿住了。三年后看结果","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>票子洗洗会更健康。让子弹飞一会儿。建仓时时刻刻,拿住了。三年后看结果","text":"$蔚来(NIO)$票子洗洗会更健康。让子弹飞一会儿。建仓时时刻刻,拿住了。三年后看结果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/351510244","isVote":1,"tweetType":1,"viewCount":5297,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554863204555822","authorId":"3554863204555822","name":"So_1929","avatar":"https://static.tigerbbs.com/4401b9beb2dc0e2688d07a45379f992a","crmLevel":7,"crmLevelSwitch":0,"idStr":"3554863204555822","authorIdStr":"3554863204555822"},"content":"不考虑政治了?双方形势继续恶化的话,嗯嗯","text":"不考虑政治了?双方形势继续恶化的话,嗯嗯","html":"不考虑政治了?双方形势继续恶化的话,嗯嗯"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442118428709248,"gmtCreate":1748961528592,"gmtModify":1748961529987,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 246成本,361清仓了。先看看 有的是机会[流泪] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 246成本,361清仓了。先看看 有的是机会[流泪] ","text":"$特斯拉(TSLA)$ 246成本,361清仓了。先看看 有的是机会[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/442118428709248","isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560443992727190","authorId":"3560443992727190","name":"SuperEric","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3560443992727190","authorIdStr":"3560443992727190"},"content":"你会后悔都来不及的","text":"你会后悔都来不及的","html":"你会后悔都来不及的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875426377,"gmtCreate":1637680143497,"gmtModify":1637680143497,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>现在不入?更待何时😁","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>现在不入?更待何时😁","text":"$阿里巴巴(BABA)$现在不入?更待何时😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/875426377","isVote":1,"tweetType":1,"viewCount":5077,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478175953380494","authorId":"3478175953380494","name":"xiaoxiaoshen","avatar":"https://static.tigerbbs.com/f4479d9d7f005fe17c43a20ebc76fb26","crmLevel":5,"crmLevelSwitch":0,"idStr":"3478175953380494","authorIdStr":"3478175953380494"},"content":"无情的割掉你","text":"无情的割掉你","html":"无情的割掉你"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805527667,"gmtCreate":1627893229259,"gmtModify":1627893229259,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来有绝对的护城河。不容小视。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来有绝对的护城河。不容小视。","text":"$蔚来(NIO)$蔚来有绝对的护城河。不容小视。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/805527667","isVote":1,"tweetType":1,"viewCount":3631,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514720395585073","authorId":"3514720395585073","name":"yhyh","avatar":"https://static.tigerbbs.com/17feb249bb27c96ababa1284ba29755f","crmLevel":7,"crmLevelSwitch":0,"idStr":"3514720395585073","authorIdStr":"3514720395585073"},"content":"说了也没用,你说是护城河别人反而觉得是累赘","text":"说了也没用,你说是护城河别人反而觉得是累赘","html":"说了也没用,你说是护城河别人反而觉得是累赘"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348041906,"gmtCreate":1617873040905,"gmtModify":1617873040905,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>理想汽车将投资一家飞行汽车公司,短期的涨跌不要太在意,并不会影响公司本身的发展。适当建仓、长期持有👍让子弹飞一会儿","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>理想汽车将投资一家飞行汽车公司,短期的涨跌不要太在意,并不会影响公司本身的发展。适当建仓、长期持有👍让子弹飞一会儿","text":"$理想汽车(LI)$理想汽车将投资一家飞行汽车公司,短期的涨跌不要太在意,并不会影响公司本身的发展。适当建仓、长期持有👍让子弹飞一会儿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/348041906","isVote":1,"tweetType":1,"viewCount":3101,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557528497178770","authorId":"3557528497178770","name":"波澜不惊嗯","avatar":"https://static.tigerbbs.com/aa009e5c1e7a99f51810cbcee471b3b9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3557528497178770","authorIdStr":"3557528497178770"},"content":"飞行公司?有这回事吗?[疑问]","text":"飞行公司?有这回事吗?[疑问]","html":"飞行公司?有这回事吗?[疑问]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328401254,"gmtCreate":1615545969278,"gmtModify":1703490732528,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>$特斯拉(TSLA)$ 自古以来散户几乎很难赚到钱,其中一个重要原因就是“随着市场波动频繁操作”。历史滚滚车流向前,一切都在进步看不到吗?【好公司,拿住】做时间的朋友👬","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>$特斯拉(TSLA)$ 自古以来散户几乎很难赚到钱,其中一个重要原因就是“随着市场波动频繁操作”。历史滚滚车流向前,一切都在进步看不到吗?【好公司,拿住】做时间的朋友👬","text":"$理想汽车(LI)$$特斯拉(TSLA)$ 自古以来散户几乎很难赚到钱,其中一个重要原因就是“随着市场波动频繁操作”。历史滚滚车流向前,一切都在进步看不到吗?【好公司,拿住】做时间的朋友👬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/328401254","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362326225,"gmtCreate":1614599539567,"gmtModify":1703478665949,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>看1000","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>看1000","text":"$特斯拉(TSLA)$看1000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/362326225","isVote":1,"tweetType":1,"viewCount":2959,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474273072027739","authorId":"3474273072027739","name":"卡尔洋","avatar":"https://static.tigerbbs.com/b5bb61521c38f41b9c93c2497a4237ef","crmLevel":8,"crmLevelSwitch":0,"idStr":"3474273072027739","authorIdStr":"3474273072027739"},"content":"盘前在掉,逢点减仓吧","text":"盘前在掉,逢点减仓吧","html":"盘前在掉,逢点减仓吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328408638,"gmtCreate":1615546052924,"gmtModify":1703490733565,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>$特斯拉(TSLA)$ 自古以来散户几乎很难赚到钱,其中一个重要原因就是“随着市场波动频繁操作”。历史滚滚车流向前,一切都在进步看不到吗?【好公司,拿住】做时间的朋友👬","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>$特斯拉(TSLA)$ 自古以来散户几乎很难赚到钱,其中一个重要原因就是“随着市场波动频繁操作”。历史滚滚车流向前,一切都在进步看不到吗?【好公司,拿住】做时间的朋友👬","text":"$蔚来(NIO)$$特斯拉(TSLA)$ 自古以来散户几乎很难赚到钱,其中一个重要原因就是“随着市场波动频繁操作”。历史滚滚车流向前,一切都在进步看不到吗?【好公司,拿住】做时间的朋友👬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328408638","isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329111869,"gmtCreate":1615214771651,"gmtModify":1703485797769,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>$特斯拉(TSLA)$ 好公司买就对了。股票总有涨和跌,但投资不谈短期上下。如果连拿到年底的耐心都没有,活该赚不到钱。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>$特斯拉(TSLA)$ 好公司买就对了。股票总有涨和跌,但投资不谈短期上下。如果连拿到年底的耐心都没有,活该赚不到钱。","text":"$蔚来(NIO)$$特斯拉(TSLA)$ 好公司买就对了。股票总有涨和跌,但投资不谈短期上下。如果连拿到年底的耐心都没有,活该赚不到钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329111869","isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180023878,"gmtCreate":1623165137294,"gmtModify":1623165137294,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>长期还是看2000刀💪养精蓄锐、蓄势待发⬆️这样的企业 一万亿美元的市值,一点都不过分。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>长期还是看2000刀💪养精蓄锐、蓄势待发⬆️这样的企业 一万亿美元的市值,一点都不过分。","text":"$特斯拉(TSLA)$长期还是看2000刀💪养精蓄锐、蓄势待发⬆️这样的企业 一万亿美元的市值,一点都不过分。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180023878","isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353414773,"gmtCreate":1616512483092,"gmtModify":1616513658921,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>这不知道担心什么?你买过理想的车吗?你买过三十万以上的车么?愿意花三十大几上路一台One的车主你认识吗?是一群什么样的人呢?大概率不是第一台车吧、大概率智商不低吧、大概率比你成功吧。这群人有自己的独立思考和判断能力吧?!🤔听一下这群人的口碑吧,一个车型就买这么多 本身就是实力吧?结论就是:拿着票子 让子弹飞一会儿","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>这不知道担心什么?你买过理想的车吗?你买过三十万以上的车么?愿意花三十大几上路一台One的车主你认识吗?是一群什么样的人呢?大概率不是第一台车吧、大概率智商不低吧、大概率比你成功吧。这群人有自己的独立思考和判断能力吧?!🤔听一下这群人的口碑吧,一个车型就买这么多 本身就是实力吧?结论就是:拿着票子 让子弹飞一会儿","text":"$理想汽车(LI)$这不知道担心什么?你买过理想的车吗?你买过三十万以上的车么?愿意花三十大几上路一台One的车主你认识吗?是一群什么样的人呢?大概率不是第一台车吧、大概率智商不低吧、大概率比你成功吧。这群人有自己的独立思考和判断能力吧?!🤔听一下这群人的口碑吧,一个车型就买这么多 本身就是实力吧?结论就是:拿着票子 让子弹飞一会儿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/353414773","isVote":1,"tweetType":1,"viewCount":3575,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565774858632794","authorId":"3565774858632794","name":"性感老头","avatar":"https://static.tigerbbs.com/b7eb50f3b500ea6bb1a955602b9a6845","crmLevel":1,"crmLevelSwitch":0,"idStr":"3565774858632794","authorIdStr":"3565774858632794"},"content":"能说就多说点","text":"能说就多说点","html":"能说就多说点"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364402196,"gmtCreate":1614868666915,"gmtModify":1703482248908,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>可以跑步入场了 基本面在,长期持有","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>可以跑步入场了 基本面在,长期持有","text":"$蔚来(NIO)$可以跑步入场了 基本面在,长期持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/364402196","isVote":1,"tweetType":1,"viewCount":2282,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568325850631384","authorId":"3568325850631384","name":"大鱼海棠要起飞","avatar":"https://static.tigerbbs.com/a1eaa9560cfe95253e42151b55bcd211","crmLevel":2,"crmLevelSwitch":0,"idStr":"3568325850631384","authorIdStr":"3568325850631384"},"content":"开盘急拉像诱多,不敢进,再等等","text":"开盘急拉像诱多,不敢进,再等等","html":"开盘急拉像诱多,不敢进,再等等"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}