Axel25的个人主页 - 老虎社区

Axel25

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IP属地：未知

2关注

2粉丝

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0勋章

2021-12-30

[smile]

@Buy_Sell:🔥【12月29日】涨跌互现，道指5连涨新能源车股走低，今天买点啥

2021-12-27

😀

@Kbchoo:$Taiwan Semiconductor Manufacturing(TSM)$topping up for this semi conductor company...is it okay?will it bounce back?

2021-12-20

[smile]

@OptionPlus:期权复盘：圣诞行情或迟不缺，别错过苹果、特斯拉最佳卖权期！

2021-11-23

[微笑]

@期权异动观察:11.22期权异动观察，今晚哪个芯片股暴涨

2021-11-14

[微笑]

@老虎专刊:【老虎周刊】老虎社区一周十大精华文章

2021-11-07

[微笑]

@孟浩:【财报前瞻】蔚来不止眼前的利益，还有诗和远方

2021-08-27

[开心]

抱歉，原内容已删除

2021-08-19

😄

抱歉，原内容已删除

2021-08-08

😀

抱歉，原内容已删除

2021-08-08

[微笑]

抱歉，原内容已删除

2021-07-28

😀

抱歉，原内容已删除

2021-07-27

😄

抱歉，原内容已删除

2021-07-27

😀

抱歉，原内容已删除

2021-06-29

Tesla

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截至收盘，道指涨0.26%，标普500指数跌0.1%，纳指跌0.56%。 大型科技股涨跌不一，按市值排列，","images":[{"img":"https://static.tigerbbs.com/9013fba8498d62a2b3f64f4130f04e94","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696485936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698710795,"gmtCreate":1640534562204,"gmtModify":1640534562330,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564116127823740","idStr":"3564116127823740"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698710795","repostId":"693534520","repostType":1,"repost":{"id":693534520,"gmtCreate":1640048703183,"gmtModify":1640048812361,"author":{"id":"4090917315083020","authorId":"4090917315083020","name":"Kbchoo","avatar":"https://static.tigerbbs.com/4ca82a5f426c35eb7c3d97d11b3bdc1b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090917315083020","idStr":"4090917315083020"},"themes":[],"htmlText":"<a 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back?","images":[{"img":"https://static.tigerbbs.com/5fe5790eb0170984171f9c66afefd813","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693534520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693063718,"gmtCreate":1639930666658,"gmtModify":1639930666658,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564116127823740","idStr":"3564116127823740"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693063718","repostId":"693017474","repostType":1,"repost":{"id":693017474,"gmtCreate":1639927544363,"gmtModify":1639928709633,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"期权复盘：圣诞行情或迟不缺，别错过苹果、特斯拉最佳卖权期！","htmlText":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，股价在周中创了新高。现在Brk的市值跟<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","listText":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，股价在周中创了新高。现在Brk的市值跟<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","text":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的$伯克希尔(BRK.A)$ $伯克希尔B(BRK.B)$ ，股价在周中创了新高。现在Brk的市值跟$英伟达(NVDA)$ 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF$消费品指数ETF-SPDR主要消费品(XLP)$ ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","images":[{"img":"https://static.tigerbbs.com/d29067b6581247f9ce35181e23d36380","width":"2188","height":"1150"},{"img":"https://static.tigerbbs.com/7108d9566091f4e2a50fc47a7c5c0619","width":"1282","height":"582"},{"img":"https://static.tigerbbs.com/4137e48e4232db1aaf465714045d6d4a","width":"830","height":"302"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693017474","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875977376,"gmtCreate":1637597797648,"gmtModify":1637597797737,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564116127823740","idStr":"3564116127823740"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875977376","repostId":"872400634","repostType":1,"repost":{"id":872400634,"gmtCreate":1637554654924,"gmtModify":1637591918744,"author":{"id":"3527667583497005","authorId":"3527667583497005","name":"期权异动观察","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667583497005","idStr":"3527667583497005"},"themes":[],"title":"11.22期权异动观察，今晚哪个芯片股暴涨","htmlText":"<a href=\"https://laohu8.com/S/KHC\">$卡夫亨氏(KHC)$</a>&nbsp;&nbsp;美国食品业巨擘卡夫亨氏的主要股东3G Global Food出售部分股份，套现约11亿美元。据市场消息，每股作价介于36至36.56美元。上周四股价大跌之后，周五有所企稳，目前周线向下打到了布林线下轨，能否形成支撑需要进一步观察。这个股票波动极小，上周的下跌可以归因于主要股东减持，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a> 消息面上，该公司周三美股盘后公布的第三季度财报显示，营收22.66亿美元，环比增长 91%，去年同期为3.39亿美元;净亏损5681.9万美元，去年同期净亏损为8085.3万美元。在业绩公布之后股价大幅反弹，目前已经再次下跌，短线看依然看跌为主。这个看跌期权是本周到期的，看跌价格19.5，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>上周连续拉升，距离新高只差10美金，本周有望创新高。亚马逊经过一年的左右的盘整，目前再次接近前高。最近美大型科技股都在持续拉升，苹果也在最近创了新高。本周继续关注。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>芯片股最近持续拉升，每天都有一两个暴涨的，不知道今晚会是谁，如果你不知道芯片股有哪些， 可以关注一下3倍做多半导体指数。里边的芯片股可以多关注一下，就连万年不动台积电，周五晚上都最高暴涨1%，芯片股真的开始主升浪了，错过了<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> ，错过了&lt;","listText":"<a href=\"https://laohu8.com/S/KHC\">$卡夫亨氏(KHC)$</a>&nbsp;&nbsp;美国食品业巨擘卡夫亨氏的主要股东3G Global Food出售部分股份，套现约11亿美元。据市场消息，每股作价介于36至36.56美元。上周四股价大跌之后，周五有所企稳，目前周线向下打到了布林线下轨，能否形成支撑需要进一步观察。这个股票波动极小，上周的下跌可以归因于主要股东减持，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a> 消息面上，该公司周三美股盘后公布的第三季度财报显示，营收22.66亿美元，环比增长 91%，去年同期为3.39亿美元;净亏损5681.9万美元，去年同期净亏损为8085.3万美元。在业绩公布之后股价大幅反弹，目前已经再次下跌，短线看依然看跌为主。这个看跌期权是本周到期的，看跌价格19.5，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>上周连续拉升，距离新高只差10美金，本周有望创新高。亚马逊经过一年的左右的盘整，目前再次接近前高。最近美大型科技股都在持续拉升，苹果也在最近创了新高。本周继续关注。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>芯片股最近持续拉升，每天都有一两个暴涨的，不知道今晚会是谁，如果你不知道芯片股有哪些， 可以关注一下3倍做多半导体指数。里边的芯片股可以多关注一下，就连万年不动台积电，周五晚上都最高暴涨1%，芯片股真的开始主升浪了，错过了<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> ，错过了&lt;","text":"$卡夫亨氏(KHC)$ 美国食品业巨擘卡夫亨氏的主要股东3G Global Food出售部分股份，套现约11亿美元。据市场消息，每股作价介于36至36.56美元。上周四股价大跌之后，周五有所企稳，目前周线向下打到了布林线下轨，能否形成支撑需要进一步观察。这个股票波动极小，上周的下跌可以归因于主要股东减持，该异动单的期权目前已经平仓。 $Opendoor Technologies Inc(OPEN)$ 消息面上，该公司周三美股盘后公布的第三季度财报显示，营收22.66亿美元，环比增长 91%，去年同期为3.39亿美元;净亏损5681.9万美元，去年同期净亏损为8085.3万美元。在业绩公布之后股价大幅反弹，目前已经再次下跌，短线看依然看跌为主。这个看跌期权是本周到期的，看跌价格19.5，该异动单的期权目前已经平仓。 $亚马逊(AMZN)$上周连续拉升，距离新高只差10美金，本周有望创新高。亚马逊经过一年的左右的盘整，目前再次接近前高。最近美大型科技股都在持续拉升，苹果也在最近创了新高。本周继续关注。 $美光科技(MU)$芯片股最近持续拉升，每天都有一两个暴涨的，不知道今晚会是谁，如果你不知道芯片股有哪些， 可以关注一下3倍做多半导体指数。里边的芯片股可以多关注一下，就连万年不动台积电，周五晚上都最高暴涨1%，芯片股真的开始主升浪了，错过了$AMD(AMD)$ ，错过了<","images":[{"img":"https://static.tigerbbs.com/cc0f6da2a0a6935c182373fe8b15fb43","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872400634","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873997448,"gmtCreate":1636820336868,"gmtModify":1636820336868,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564116127823740","idStr":"3564116127823740"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873997448","repostId":"873004366","repostType":1,"repost":{"id":873004366,"gmtCreate":1636786097852,"gmtModify":1744960753840,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"35433028694349","idStr":"35433028694349"},"themes":[],"title":"【老虎周刊】老虎社区一周十大精华文章","htmlText":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： <a href=\"https://laohu8.com/TW/870704399\" target=\"_blank\">大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 美国电动车公司Rivian上市首日股价飚升53%，市值超千亿美元。它和Lucid还没怎么量产车，整个市值已经都到了几百亿美元，甚至千亿美元。现在这两家公司被各路媒体吹上了天，认为未来会和特斯拉一样，到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说，为什么我不看好在新能源领域会有第二个特斯拉出现。 <a href=\"https://laohu8.com/TW/847570990\" target=\"_blank\">腾讯不及预期是真的，但还能更差吗？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元，比预期的1454亿元差一些；期内盈利400亿元，同比仅增长3%；而归属股东净利润317.5亿元，同比下降2%，不及预期的326亿元。 对不熟悉腾讯的投资者来说，惊吓着实有一些。","listText":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： <a href=\"https://laohu8.com/TW/870704399\" target=\"_blank\">大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 美国电动车公司Rivian上市首日股价飚升53%，市值超千亿美元。它和Lucid还没怎么量产车，整个市值已经都到了几百亿美元，甚至千亿美元。现在这两家公司被各路媒体吹上了天，认为未来会和特斯拉一样，到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说，为什么我不看好在新能源领域会有第二个特斯拉出现。 <a href=\"https://laohu8.com/TW/847570990\" target=\"_blank\">腾讯不及预期是真的，但还能更差吗？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元，比预期的1454亿元差一些；期内盈利400亿元，同比仅增长3%；而归属股东净利润317.5亿元，同比下降2%，不及预期的326亿元。 对不熟悉腾讯的投资者来说，惊吓着实有一些。","text":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： 大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会 发布者：@不二说价值 美国电动车公司Rivian上市首日股价飚升53%，市值超千亿美元。它和Lucid还没怎么量产车，整个市值已经都到了几百亿美元，甚至千亿美元。现在这两家公司被各路媒体吹上了天，认为未来会和特斯拉一样，到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说，为什么我不看好在新能源领域会有第二个特斯拉出现。 腾讯不及预期是真的，但还能更差吗？ 发布者：@小虎消息 $腾讯控股(00700)$Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元，比预期的1454亿元差一些；期内盈利400亿元，同比仅增长3%；而归属股东净利润317.5亿元，同比下降2%，不及预期的326亿元。 对不熟悉腾讯的投资者来说，惊吓着实有一些。","images":[{"img":"https://static.tigerbbs.com/c8116be6f30177877478465a24389611","width":"931","height":"461"},{"img":"https://static.tigerbbs.com/8e958e0c4197a13a77976bcdbc66a021","width":"800","height":"659"},{"img":"https://static.tigerbbs.com/dfb1a24d54a6a60238fdfd43d5f3576e","width":"604","height":"354"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873004366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842489125,"gmtCreate":1636216336765,"gmtModify":1636216336915,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564116127823740","idStr":"3564116127823740"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842489125","repostId":"842076473","repostType":1,"repost":{"id":842076473,"gmtCreate":1636122762889,"gmtModify":1636177562830,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58341441844653","idStr":"58341441844653"},"themes":[],"title":"【财报前瞻】蔚来不止眼前的利益，还有诗和远方","htmlText":"这几天最吸引人的莫过于特斯拉的连续多日暴涨，眼瞅着蔚来也要发财报了，这次财报都有哪些看点？能否像特斯拉一样拉起一波新的涨幅？想在这篇文章中跟大家探讨一下。 好了，回归正题，先来简单回顾一下Q2财报 蔚来的营收，交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车，其中交付了4433辆ES8 ，9,935辆 ES6和7,528辆 EC6，同比增长119%，环比增长9.2%然而，在发布如此好的财报数据后，蔚来不涨反跌，归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台，环比增长5.5-14.2%；总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间，同比增长大约96.9%至112.8%，环比增长约5.5%至14.0%。用李斌的话说，“我们今年的量不会有太多的增加，但我们更看重长期的利益。” 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 在经历了两个月的低迷之后，蔚来在9月高歌猛进，重回新势力销量榜首，蔚来9月一共交付10628台，同比增长125.7%，创月度交付记录达成历史性一刻，第三季度累计交付2.4万辆，与3季度蔚来给予的指引（23000-25000台）一致。具体来看，蔚来ES8的交付量达到了1978台，蔚来ES6的交付量达到了5260台，蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后，我对蔚来的看法总体上是比较乐观的，像是蔚来的估值主要是销量+预期两个方面吧，销量比较直观，9月的交付数据一改前两个月颓势，短期来看，芯片短缺的问题得以解决，销量涨了，增速涨了，对于未来的预期也会涨。 除此之外，近期又有多种利好，首先“金九银十”，虽然4季度天气比较冷，但是年底一般都是电动","listText":"这几天最吸引人的莫过于特斯拉的连续多日暴涨，眼瞅着蔚来也要发财报了，这次财报都有哪些看点？能否像特斯拉一样拉起一波新的涨幅？想在这篇文章中跟大家探讨一下。 好了，回归正题，先来简单回顾一下Q2财报 蔚来的营收，交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车，其中交付了4433辆ES8 ，9,935辆 ES6和7,528辆 EC6，同比增长119%，环比增长9.2%然而，在发布如此好的财报数据后，蔚来不涨反跌，归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台，环比增长5.5-14.2%；总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间，同比增长大约96.9%至112.8%，环比增长约5.5%至14.0%。用李斌的话说，“我们今年的量不会有太多的增加，但我们更看重长期的利益。” 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 在经历了两个月的低迷之后，蔚来在9月高歌猛进，重回新势力销量榜首，蔚来9月一共交付10628台，同比增长125.7%，创月度交付记录达成历史性一刻，第三季度累计交付2.4万辆，与3季度蔚来给予的指引（23000-25000台）一致。具体来看，蔚来ES8的交付量达到了1978台，蔚来ES6的交付量达到了5260台，蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后，我对蔚来的看法总体上是比较乐观的，像是蔚来的估值主要是销量+预期两个方面吧，销量比较直观，9月的交付数据一改前两个月颓势，短期来看，芯片短缺的问题得以解决，销量涨了，增速涨了，对于未来的预期也会涨。 除此之外，近期又有多种利好，首先“金九银十”，虽然4季度天气比较冷，但是年底一般都是电动","text":"这几天最吸引人的莫过于特斯拉的连续多日暴涨，眼瞅着蔚来也要发财报了，这次财报都有哪些看点？能否像特斯拉一样拉起一波新的涨幅？想在这篇文章中跟大家探讨一下。 好了，回归正题，先来简单回顾一下Q2财报 蔚来的营收，交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车，其中交付了4433辆ES8 ，9,935辆 ES6和7,528辆 EC6，同比增长119%，环比增长9.2%然而，在发布如此好的财报数据后，蔚来不涨反跌，归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台，环比增长5.5-14.2%；总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间，同比增长大约96.9%至112.8%，环比增长约5.5%至14.0%。用李斌的话说，“我们今年的量不会有太多的增加，但我们更看重长期的利益。” 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 在经历了两个月的低迷之后，蔚来在9月高歌猛进，重回新势力销量榜首，蔚来9月一共交付10628台，同比增长125.7%，创月度交付记录达成历史性一刻，第三季度累计交付2.4万辆，与3季度蔚来给予的指引（23000-25000台）一致。具体来看，蔚来ES8的交付量达到了1978台，蔚来ES6的交付量达到了5260台，蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后，我对蔚来的看法总体上是比较乐观的，像是蔚来的估值主要是销量+预期两个方面吧，销量比较直观，9月的交付数据一改前两个月颓势，短期来看，芯片短缺的问题得以解决，销量涨了，增速涨了，对于未来的预期也会涨。 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href=\"https://laohu8.com/S/KHC\">$卡夫亨氏(KHC)$</a>&nbsp;&nbsp;美国食品业巨擘卡夫亨氏的主要股东3G Global Food出售部分股份，套现约11亿美元。据市场消息，每股作价介于36至36.56美元。上周四股价大跌之后，周五有所企稳，目前周线向下打到了布林线下轨，能否形成支撑需要进一步观察。这个股票波动极小，上周的下跌可以归因于主要股东减持，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a> 消息面上，该公司周三美股盘后公布的第三季度财报显示，营收22.66亿美元，环比增长 91%，去年同期为3.39亿美元;净亏损5681.9万美元，去年同期净亏损为8085.3万美元。在业绩公布之后股价大幅反弹，目前已经再次下跌，短线看依然看跌为主。这个看跌期权是本周到期的，看跌价格19.5，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>上周连续拉升，距离新高只差10美金，本周有望创新高。亚马逊经过一年的左右的盘整，目前再次接近前高。最近美大型科技股都在持续拉升，苹果也在最近创了新高。本周继续关注。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>芯片股最近持续拉升，每天都有一两个暴涨的，不知道今晚会是谁，如果你不知道芯片股有哪些， 可以关注一下3倍做多半导体指数。里边的芯片股可以多关注一下，就连万年不动台积电，周五晚上都最高暴涨1%，芯片股真的开始主升浪了，错过了<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> ，错过了&lt;","listText":"<a href=\"https://laohu8.com/S/KHC\">$卡夫亨氏(KHC)$</a>&nbsp;&nbsp;美国食品业巨擘卡夫亨氏的主要股东3G Global Food出售部分股份，套现约11亿美元。据市场消息，每股作价介于36至36.56美元。上周四股价大跌之后，周五有所企稳，目前周线向下打到了布林线下轨，能否形成支撑需要进一步观察。这个股票波动极小，上周的下跌可以归因于主要股东减持，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a> 消息面上，该公司周三美股盘后公布的第三季度财报显示，营收22.66亿美元，环比增长 91%，去年同期为3.39亿美元;净亏损5681.9万美元，去年同期净亏损为8085.3万美元。在业绩公布之后股价大幅反弹，目前已经再次下跌，短线看依然看跌为主。这个看跌期权是本周到期的，看跌价格19.5，该异动单的期权目前已经平仓。 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>上周连续拉升，距离新高只差10美金，本周有望创新高。亚马逊经过一年的左右的盘整，目前再次接近前高。最近美大型科技股都在持续拉升，苹果也在最近创了新高。本周继续关注。 <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>芯片股最近持续拉升，每天都有一两个暴涨的，不知道今晚会是谁，如果你不知道芯片股有哪些， 可以关注一下3倍做多半导体指数。里边的芯片股可以多关注一下，就连万年不动台积电，周五晚上都最高暴涨1%，芯片股真的开始主升浪了，错过了<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> ，错过了&lt;","text":"$卡夫亨氏(KHC)$ 美国食品业巨擘卡夫亨氏的主要股东3G Global Food出售部分股份，套现约11亿美元。据市场消息，每股作价介于36至36.56美元。上周四股价大跌之后，周五有所企稳，目前周线向下打到了布林线下轨，能否形成支撑需要进一步观察。这个股票波动极小，上周的下跌可以归因于主要股东减持，该异动单的期权目前已经平仓。 $Opendoor Technologies Inc(OPEN)$ 消息面上，该公司周三美股盘后公布的第三季度财报显示，营收22.66亿美元，环比增长 91%，去年同期为3.39亿美元;净亏损5681.9万美元，去年同期净亏损为8085.3万美元。在业绩公布之后股价大幅反弹，目前已经再次下跌，短线看依然看跌为主。这个看跌期权是本周到期的，看跌价格19.5，该异动单的期权目前已经平仓。 $亚马逊(AMZN)$上周连续拉升，距离新高只差10美金，本周有望创新高。亚马逊经过一年的左右的盘整，目前再次接近前高。最近美大型科技股都在持续拉升，苹果也在最近创了新高。本周继续关注。 $美光科技(MU)$芯片股最近持续拉升，每天都有一两个暴涨的，不知道今晚会是谁，如果你不知道芯片股有哪些， 可以关注一下3倍做多半导体指数。里边的芯片股可以多关注一下，就连万年不动台积电，周五晚上都最高暴涨1%，芯片股真的开始主升浪了，错过了$AMD(AMD)$ 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“老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： <a href=\"https://laohu8.com/TW/870704399\" target=\"_blank\">大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 美国电动车公司Rivian上市首日股价飚升53%，市值超千亿美元。它和Lucid还没怎么量产车，整个市值已经都到了几百亿美元，甚至千亿美元。现在这两家公司被各路媒体吹上了天，认为未来会和特斯拉一样，到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说，为什么我不看好在新能源领域会有第二个特斯拉出现。 <a href=\"https://laohu8.com/TW/847570990\" target=\"_blank\">腾讯不及预期是真的，但还能更差吗？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元，比预期的1454亿元差一些；期内盈利400亿元，同比仅增长3%；而归属股东净利润317.5亿元，同比下降2%，不及预期的326亿元。 对不熟悉腾讯的投资者来说，惊吓着实有一些。","listText":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： <a href=\"https://laohu8.com/TW/870704399\" target=\"_blank\">大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 美国电动车公司Rivian上市首日股价飚升53%，市值超千亿美元。它和Lucid还没怎么量产车，整个市值已经都到了几百亿美元，甚至千亿美元。现在这两家公司被各路媒体吹上了天，认为未来会和特斯拉一样，到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说，为什么我不看好在新能源领域会有第二个特斯拉出现。 <a href=\"https://laohu8.com/TW/847570990\" target=\"_blank\">腾讯不及预期是真的，但还能更差吗？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元，比预期的1454亿元差一些；期内盈利400亿元，同比仅增长3%；而归属股东净利润317.5亿元，同比下降2%，不及预期的326亿元。 对不熟悉腾讯的投资者来说，惊吓着实有一些。","text":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： 大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会 发布者：@不二说价值 美国电动车公司Rivian上市首日股价飚升53%，市值超千亿美元。它和Lucid还没怎么量产车，整个市值已经都到了几百亿美元，甚至千亿美元。现在这两家公司被各路媒体吹上了天，认为未来会和特斯拉一样，到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说，为什么我不看好在新能源领域会有第二个特斯拉出现。 腾讯不及预期是真的，但还能更差吗？ 发布者：@小虎消息 $腾讯控股(00700)$Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元，比预期的1454亿元差一些；期内盈利400亿元，同比仅增长3%；而归属股东净利润317.5亿元，同比下降2%，不及预期的326亿元。 对不熟悉腾讯的投资者来说，惊吓着实有一些。","images":[{"img":"https://static.tigerbbs.com/c8116be6f30177877478465a24389611","width":"931","height":"461"},{"img":"https://static.tigerbbs.com/8e958e0c4197a13a77976bcdbc66a021","width":"800","height":"659"},{"img":"https://static.tigerbbs.com/dfb1a24d54a6a60238fdfd43d5f3576e","width":"604","height":"354"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873004366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842489125,"gmtCreate":1636216336765,"gmtModify":1636216336915,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564116127823740","idStr":"3564116127823740"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842489125","repostId":"842076473","repostType":1,"repost":{"id":842076473,"gmtCreate":1636122762889,"gmtModify":1636177562830,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58341441844653","idStr":"58341441844653"},"themes":[],"title":"【财报前瞻】蔚来不止眼前的利益，还有诗和远方","htmlText":"这几天最吸引人的莫过于特斯拉的连续多日暴涨，眼瞅着蔚来也要发财报了，这次财报都有哪些看点？能否像特斯拉一样拉起一波新的涨幅？想在这篇文章中跟大家探讨一下。 好了，回归正题，先来简单回顾一下Q2财报 蔚来的营收，交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车，其中交付了4433辆ES8 ，9,935辆 ES6和7,528辆 EC6，同比增长119%，环比增长9.2%然而，在发布如此好的财报数据后，蔚来不涨反跌，归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台，环比增长5.5-14.2%；总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间，同比增长大约96.9%至112.8%，环比增长约5.5%至14.0%。用李斌的话说，“我们今年的量不会有太多的增加，但我们更看重长期的利益。” 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 在经历了两个月的低迷之后，蔚来在9月高歌猛进，重回新势力销量榜首，蔚来9月一共交付10628台，同比增长125.7%，创月度交付记录达成历史性一刻，第三季度累计交付2.4万辆，与3季度蔚来给予的指引（23000-25000台）一致。具体来看，蔚来ES8的交付量达到了1978台，蔚来ES6的交付量达到了5260台，蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后，我对蔚来的看法总体上是比较乐观的，像是蔚来的估值主要是销量+预期两个方面吧，销量比较直观，9月的交付数据一改前两个月颓势，短期来看，芯片短缺的问题得以解决，销量涨了，增速涨了，对于未来的预期也会涨。 除此之外，近期又有多种利好，首先“金九银十”，虽然4季度天气比较冷，但是年底一般都是电动","listText":"这几天最吸引人的莫过于特斯拉的连续多日暴涨，眼瞅着蔚来也要发财报了，这次财报都有哪些看点？能否像特斯拉一样拉起一波新的涨幅？想在这篇文章中跟大家探讨一下。 好了，回归正题，先来简单回顾一下Q2财报 蔚来的营收，交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车，其中交付了4433辆ES8 ，9,935辆 ES6和7,528辆 EC6，同比增长119%，环比增长9.2%然而，在发布如此好的财报数据后，蔚来不涨反跌，归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台，环比增长5.5-14.2%；总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间，同比增长大约96.9%至112.8%，环比增长约5.5%至14.0%。用李斌的话说，“我们今年的量不会有太多的增加，但我们更看重长期的利益。” 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 在经历了两个月的低迷之后，蔚来在9月高歌猛进，重回新势力销量榜首，蔚来9月一共交付10628台，同比增长125.7%，创月度交付记录达成历史性一刻，第三季度累计交付2.4万辆，与3季度蔚来给予的指引（23000-25000台）一致。具体来看，蔚来ES8的交付量达到了1978台，蔚来ES6的交付量达到了5260台，蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后，我对蔚来的看法总体上是比较乐观的，像是蔚来的估值主要是销量+预期两个方面吧，销量比较直观，9月的交付数据一改前两个月颓势，短期来看，芯片短缺的问题得以解决，销量涨了，增速涨了，对于未来的预期也会涨。 除此之外，近期又有多种利好，首先“金九银十”，虽然4季度天气比较冷，但是年底一般都是电动","text":"这几天最吸引人的莫过于特斯拉的连续多日暴涨，眼瞅着蔚来也要发财报了，这次财报都有哪些看点？能否像特斯拉一样拉起一波新的涨幅？想在这篇文章中跟大家探讨一下。 好了，回归正题，先来简单回顾一下Q2财报 蔚来的营收，交付数据乃至每股收益均超过分析师预期。NIO 在第二季度交付了21896辆汽车，其中交付了4433辆ES8 ，9,935辆 ES6和7,528辆 EC6，同比增长119%，环比增长9.2%然而，在发布如此好的财报数据后，蔚来不涨反跌，归其原因还是蔚来对于3季度的指引不够乐观引发了市场的担忧。蔚来预计Q3交付指引为23000-25000台，环比增长5.5-14.2%；总营收预计介于89.13亿元(约合13.80亿美元)至96.31亿元(约合14.92亿美元)之间，同比增长大约96.9%至112.8%，环比增长约5.5%至14.0%。用李斌的话说，“我们今年的量不会有太多的增加，但我们更看重长期的利益。” 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 在经历了两个月的低迷之后，蔚来在9月高歌猛进，重回新势力销量榜首，蔚来9月一共交付10628台，同比增长125.7%，创月度交付记录达成历史性一刻，第三季度累计交付2.4万辆，与3季度蔚来给予的指引（23000-25000台）一致。具体来看，蔚来ES8的交付量达到了1978台，蔚来ES6的交付量达到了5260台，蔚来EC6的交付量达到了3390台。其中蔚来ES6和蔚来EC6都创造了单月交付记录。在看完3季度交付报告之后，我对蔚来的看法总体上是比较乐观的，像是蔚来的估值主要是销量+预期两个方面吧，销量比较直观，9月的交付数据一改前两个月颓势，短期来看，芯片短缺的问题得以解决，销量涨了，增速涨了，对于未来的预期也会涨。 除此之外，近期又有多种利好，首先“金九银十”，虽然4季度天气比较冷，但是年底一般都是电动","images":[{"img":"https://static.tigerbbs.com/2885798f86e3342498a50730ceab32c1","width":"1182","height":"252"},{"img":"https://static.tigerbbs.com/1e4a0cd93f579301a6c7b1ef9c3e240a","width":"2947","height":"1705"},{"img":"https://static.tigerbbs.com/22acfdba946ffaf5e8cfab1bcf34f378","width":"1918","height":"843"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842076473","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1598,"gmtBegin":1636122931462,"gmtEnd":1636468515596,"type":1,"upper":1,"title":"你看好蔚来吗？","choices":[{"id":5868,"sort":1,"name":"看好","userSize":343,"voted":false},{"id":5869,"sort":2,"name":"不看好","userSize":115,"voted":false}]},"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891153093,"gmtCreate":1628353089012,"gmtModify":1631887195268,"author":{"id":"3564116127823740","authorId":"3564116127823740","name":"Axel25","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564116127823740","idStr":"3564116127823740"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891153093","repostId":"1125734700","repostType":2,"isVote":1,"tweetType":1,"viewCount":2173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}