亳州曹孟德的个人主页 - 老虎社区

亳州曹孟德

亳州曹孟德

暂无个人介绍

IP属地：广东

42关注

1粉丝

1主题

0勋章

亳州曹孟德

01-14

$特斯拉(TSLA)$ 自动驾驶技术进展缓慢，相关法律法规还没有理清，监管是很大问题，欧洲和中国。中国市场的份额慢慢会被国产品牌瓜分，产品力很差，受制于电池，芯片，和算力的瓶颈，特斯拉的估值会回归正常水平

亳州曹孟德

2024-11-20

我觉得没什么道理，两家企业正是因为多处重叠，收购并不能带来1+1＞2，相反小鹏的部门和人员可能成为小米的累赘，小米是靠出色的产品力，并不是依托品牌效应，而技术下放可以导致，边际成本无限低，参考特斯拉，既然我收购了小鹏，然后换上红米标志，用澎湃系统，，那我为什么还要收购了，我自己建一个厂不就得了，小鹏要品牌没有品牌，要技术，技术不突出，如果卖身给传统车企或许可行

@Hero_23:小鹏发出史上最强财报！我有一计......

亳州曹孟德

2024-08-20

你亏大了，小米马上就要起飞，海外业务高增长，国内业务高利润，汽车毛利率有30% su7两百个亿现金到账，干掉三星的就是小米

亳州曹孟德

2022-08-22

降的这么快，谁敢买

抱歉，原内容已删除

亳州曹孟德

2022-08-14

最起码等大股东卖完了差不多

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4110518878649570","uuid":"4110518878649570","gmtCreate":1647415809003,"gmtModify":1659579222442,"name":"亳州曹孟德","pinyin":"bzcmdbozhoucaomengde","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/195ba312d003e648e72f40f3b96ae746","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":42,"tweetSize":6,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.01","exceedPercentage":"93.11%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.08","exceedPercentage":"93.97%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"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":"2023.09.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":22,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":392169830252992,"gmtCreate":1736788051416,"gmtModify":1736831402937,"author":{"id":"4110518878649570","authorId":"4110518878649570","name":"亳州曹孟德","avatar":"https://static.tigerbbs.com/195ba312d003e648e72f40f3b96ae746","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110518878649570","idStr":"4110518878649570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 自动驾驶技术进展缓慢，相关法律法规还没有理清，监管是很大问题，欧洲和中国。中国市场的份额慢慢会被国产品牌瓜分，产品力很差，受制于电池，芯片，和算力的瓶颈，特斯拉的估值会回归正常水平","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 自动驾驶技术进展缓慢，相关法律法规还没有理清，监管是很大问题，欧洲和中国。中国市场的份额慢慢会被国产品牌瓜分，产品力很差，受制于电池，芯片，和算力的瓶颈，特斯拉的估值会回归正常水平","text":"$特斯拉(TSLA)$ 自动驾驶技术进展缓慢，相关法律法规还没有理清，监管是很大问题，欧洲和中国。中国市场的份额慢慢会被国产品牌瓜分，产品力很差，受制于电池，芯片，和算力的瓶颈，特斯拉的估值会回归正常水平","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/392169830252992","isVote":1,"tweetType":1,"viewCount":5448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479243000880013","authorId":"3479243000880013","name":"豆丁的歌","avatar":"https://static.tigerbbs.com/0653fbfe2049c3e4bd0208aa0f1cf190","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3479243000880013","idStr":"3479243000880013"},"content":"你是怎么做到除了“欧洲和中国“通篇没有一句话是对的？[无语]","text":"你是怎么做到除了“欧洲和中国“通篇没有一句话是对的？[无语]","html":"你是怎么做到除了“欧洲和中国“通篇没有一句话是对的？[无语]"},{"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"content":"你敢全仓做空吗，实际行动[弱][弱][弱][弱][弱][弱][弱]","text":"你敢全仓做空吗，实际行动[弱][弱][弱][弱][弱][弱][弱]","html":"你敢全仓做空吗，实际行动[弱][弱][弱][弱][弱][弱][弱]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373019802689728,"gmtCreate":1732097119098,"gmtModify":1732097121645,"author":{"id":"4110518878649570","authorId":"4110518878649570","name":"亳州曹孟德","avatar":"https://static.tigerbbs.com/195ba312d003e648e72f40f3b96ae746","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110518878649570","idStr":"4110518878649570"},"themes":[],"htmlText":"我觉得没什么道理，两家企业正是因为多处重叠，收购并不能带来1+1＞2，相反小鹏的部门和人员可能成为小米的累赘，小米是靠出色的产品力，并不是依托品牌效应，而技术下放可以导致，边际成本无限低，参考特斯拉，既然我收购了小鹏，然后换上红米标志，用澎湃系统，，那我为什么还要收购了，我自己建一个厂不就得了，小鹏要品牌没有品牌，要技术，技术不突出，如果卖身给传统车企或许可行","listText":"我觉得没什么道理，两家企业正是因为多处重叠，收购并不能带来1+1＞2，相反小鹏的部门和人员可能成为小米的累赘，小米是靠出色的产品力，并不是依托品牌效应，而技术下放可以导致，边际成本无限低，参考特斯拉，既然我收购了小鹏，然后换上红米标志，用澎湃系统，，那我为什么还要收购了，我自己建一个厂不就得了，小鹏要品牌没有品牌，要技术，技术不突出，如果卖身给传统车企或许可行","text":"我觉得没什么道理，两家企业正是因为多处重叠，收购并不能带来1+1＞2，相反小鹏的部门和人员可能成为小米的累赘，小米是靠出色的产品力，并不是依托品牌效应，而技术下放可以导致，边际成本无限低，参考特斯拉，既然我收购了小鹏，然后换上红米标志，用澎湃系统，，那我为什么还要收购了，我自己建一个厂不就得了，小鹏要品牌没有品牌，要技术，技术不突出，如果卖身给传统车企或许可行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373019802689728","repostId":"373036480569360","repostType":1,"repost":{"id":373036480569360,"gmtCreate":1732092358682,"gmtModify":1732095549074,"author":{"id":"3515543156510844","authorId":"3515543156510844","name":"Hero_23","avatar":"https://static.tigerbbs.com/150232f315ba62b70979a8dac77a5fca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515543156510844","idStr":"3515543156510844"},"themes":[],"title":"小鹏发出史上最强财报！我有一计......","htmlText":"刚刚我和大家一起在老虎实盘面对面直播间一起看小鹏2024年Q3业绩会，欢迎大家点击收看，也欢迎在<a href=\"https://laohu8.com/RN?name=RNCollege&amp;page=/college/programa/detail&amp;rndata={&quot;gid&quot;:&quot;https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221815584123768880%22,%22type%22:1%7D&quot;}\" target=\"_blank\">评论区一起讨论</a>：说一说我看完业绩会和财报的感受，小鹏汽车随着 Mona 03和 P7+的火爆，应该可以说已经从几个月前的ICU直接转入KTV了，今天会公布财报，明天我会写财报相关内容。相比较理想1000亿的现金储备，以及20%的毛利率，小鹏三百多亿的现金储备，以及现在每季度接近15亿的亏损来看，情况并不算好。哪怕就算小鹏接下来爆款频出，在不增加研发、营销销售、管理费用前提下，按15%的毛利率来看，依然需要每季度增加100亿左右的销售额才能盈亏平衡。换算到每个月35亿，按车均价格18万算，还需要每月新增销量2万辆。这么用数字一算，其实很明显可以知道，小鹏只需要再多一款爆款车型，就能实现盈亏平衡了。我个人预计小鹏汽车应该能在明年二季度，实现真正意义上的整个公司盈亏平衡。也许会是除理想外，第二家实现盈利的新势力（零跑也快了）。既然马上就实现盈利了，且目前产品、销量势头良好，而且智驾在消费者心智中也有稳固的第一梯队认知，前途看似一片大好，我为什么会建议小米收购小鹏呢？这个问题从两个方面看比价清晰，一个是未来的行业竞争，一个是小米自身的发展需要。智能汽车行业大格局已经很明显了，短期看一超多强。比亚迪遥遥领先，理想华","listText":"刚刚我和大家一起在老虎实盘面对面直播间一起看小鹏2024年Q3业绩会，欢迎大家点击收看，也欢迎在<a href=\"https://laohu8.com/RN?name=RNCollege&amp;page=/college/programa/detail&amp;rndata={&quot;gid&quot;:&quot;https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221815584123768880%22,%22type%22:1%7D&quot;}\" target=\"_blank\">评论区一起讨论</a>：说一说我看完业绩会和财报的感受，小鹏汽车随着 Mona 03和 P7+的火爆，应该可以说已经从几个月前的ICU直接转入KTV了，今天会公布财报，明天我会写财报相关内容。相比较理想1000亿的现金储备，以及20%的毛利率，小鹏三百多亿的现金储备，以及现在每季度接近15亿的亏损来看，情况并不算好。哪怕就算小鹏接下来爆款频出，在不增加研发、营销销售、管理费用前提下，按15%的毛利率来看，依然需要每季度增加100亿左右的销售额才能盈亏平衡。换算到每个月35亿，按车均价格18万算，还需要每月新增销量2万辆。这么用数字一算，其实很明显可以知道，小鹏只需要再多一款爆款车型，就能实现盈亏平衡了。我个人预计小鹏汽车应该能在明年二季度，实现真正意义上的整个公司盈亏平衡。也许会是除理想外，第二家实现盈利的新势力（零跑也快了）。既然马上就实现盈利了，且目前产品、销量势头良好，而且智驾在消费者心智中也有稳固的第一梯队认知，前途看似一片大好，我为什么会建议小米收购小鹏呢？这个问题从两个方面看比价清晰，一个是未来的行业竞争，一个是小米自身的发展需要。智能汽车行业大格局已经很明显了，短期看一超多强。比亚迪遥遥领先，理想华","text":"刚刚我和大家一起在老虎实盘面对面直播间一起看小鹏2024年Q3业绩会，欢迎大家点击收看，也欢迎在评论区一起讨论：说一说我看完业绩会和财报的感受，小鹏汽车随着 Mona 03和 P7+的火爆，应该可以说已经从几个月前的ICU直接转入KTV了，今天会公布财报，明天我会写财报相关内容。相比较理想1000亿的现金储备，以及20%的毛利率，小鹏三百多亿的现金储备，以及现在每季度接近15亿的亏损来看，情况并不算好。哪怕就算小鹏接下来爆款频出，在不增加研发、营销销售、管理费用前提下，按15%的毛利率来看，依然需要每季度增加100亿左右的销售额才能盈亏平衡。换算到每个月35亿，按车均价格18万算，还需要每月新增销量2万辆。这么用数字一算，其实很明显可以知道，小鹏只需要再多一款爆款车型，就能实现盈亏平衡了。我个人预计小鹏汽车应该能在明年二季度，实现真正意义上的整个公司盈亏平衡。也许会是除理想外，第二家实现盈利的新势力（零跑也快了）。既然马上就实现盈利了，且目前产品、销量势头良好，而且智驾在消费者心智中也有稳固的第一梯队认知，前途看似一片大好，我为什么会建议小米收购小鹏呢？这个问题从两个方面看比价清晰，一个是未来的行业竞争，一个是小米自身的发展需要。智能汽车行业大格局已经很明显了，短期看一超多强。比亚迪遥遥领先，理想华","images":[{"img":"https://static.tigerbbs.com/fcaa3c77d0e6e67f872384d327e09880","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373036480569360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340187353665720,"gmtCreate":1724083842524,"gmtModify":1724085411094,"author":{"id":"4110518878649570","authorId":"4110518878649570","name":"亳州曹孟德","avatar":"https://static.tigerbbs.com/195ba312d003e648e72f40f3b96ae746","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110518878649570","idStr":"4110518878649570"},"themes":[],"htmlText":"你亏大了，小米马上就要起飞，海外业务高增长，国内业务高利润，汽车毛利率有30% su7两百个亿现金到账，干掉三星的就是小米","listText":"你亏大了，小米马上就要起飞，海外业务高增长，国内业务高利润，汽车毛利率有30% su7两百个亿现金到账，干掉三星的就是小米","text":"你亏大了，小米马上就要起飞，海外业务高增长，国内业务高利润，汽车毛利率有30% su7两百个亿现金到账，干掉三星的就是小米","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340187353665720","isVote":1,"tweetType":1,"viewCount":2267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687590087,"gmtCreate":1661143196351,"gmtModify":1661145629186,"author":{"id":"4110518878649570","authorId":"4110518878649570","name":"亳州曹孟德","avatar":"https://static.tigerbbs.com/195ba312d003e648e72f40f3b96ae746","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110518878649570","idStr":"4110518878649570"},"themes":[],"htmlText":"降的这么快，谁敢买","listText":"降的这么快，谁敢买","text":"降的这么快，谁敢买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687590087","repostId":"1182191153","repostType":2,"isVote":1,"tweetType":1,"viewCount":2756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684560877,"gmtCreate":1660462702504,"gmtModify":1660464082759,"author":{"id":"4110518878649570","authorId":"4110518878649570","name":"亳州曹孟德","avatar":"https://static.tigerbbs.com/195ba312d003e648e72f40f3b96ae746","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110518878649570","idStr":"4110518878649570"},"themes":[],"htmlText":"最起码等大股东卖完了 差不多","listText":"最起码等大股东卖完了 差不多","text":"最起码等大股东卖完了 差不多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/684560877","repostId":"1132457932","repostType":2,"isVote":1,"tweetType":1,"viewCount":3336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":392169830252992,"gmtCreate":1736788051416,"gmtModify":1736831402937,"author":{"id":"4110518878649570","authorId":"4110518878649570","name":"亳州曹孟德","avatar":"https://static.tigerbbs.com/195ba312d003e648e72f40f3b96ae746","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110518878649570","idStr":"4110518878649570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 自动驾驶技术进展缓慢，相关法律法规还没有理清，监管是很大问题，欧洲和中国。中国市场的份额慢慢会被国产品牌瓜分，产品力很差，受制于电池，芯片，和算力的瓶颈，特斯拉的估值会回归正常水平","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 自动驾驶技术进展缓慢，相关法律法规还没有理清，监管是很大问题，欧洲和中国。中国市场的份额慢慢会被国产品牌瓜分，产品力很差，受制于电池，芯片，和算力的瓶颈，特斯拉的估值会回归正常水平","text":"$特斯拉(TSLA)$ 自动驾驶技术进展缓慢，相关法律法规还没有理清，监管是很大问题，欧洲和中国。中国市场的份额慢慢会被国产品牌瓜分，产品力很差，受制于电池，芯片，和算力的瓶颈，特斯拉的估值会回归正常水平","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/392169830252992","isVote":1,"tweetType":1,"viewCount":5448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479243000880013","authorId":"3479243000880013","name":"豆丁的歌","avatar":"https://static.tigerbbs.com/0653fbfe2049c3e4bd0208aa0f1cf190","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3479243000880013","idStr":"3479243000880013"},"content":"你是怎么做到除了“欧洲和中国“通篇没有一句话是对的？[无语]","text":"你是怎么做到除了“欧洲和中国“通篇没有一句话是对的？[无语]","html":"你是怎么做到除了“欧洲和中国“通篇没有一句话是对的？[无语]"},{"author":{"id":"3575336049872142","authorId":"3575336049872142","name":"tom33","avatar":"https://static.tigerbbs.com/fa9a2ae69ad94cc4f6f7359e1f604635","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3575336049872142","idStr":"3575336049872142"},"content":"你敢全仓做空吗，实际行动[弱][弱][弱][弱][弱][弱][弱]","text":"你敢全仓做空吗，实际行动[弱][弱][弱][弱][弱][弱][弱]","html":"你敢全仓做空吗，实际行动[弱][弱][弱][弱][弱][弱][弱]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684560877,"gmtCreate":1660462702504,"gmtModify":1660464082759,"author":{"id":"4110518878649570","authorId":"4110518878649570","name":"亳州曹孟德","avatar":"https://static.tigerbbs.com/195ba312d003e648e72f40f3b96ae746","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110518878649570","idStr":"4110518878649570"},"themes":[],"htmlText":"最起码等大股东卖完了 差不多","listText":"最起码等大股东卖完了 差不多","text":"最起码等大股东卖完了 差不多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/684560877","repostId":"1132457932","repostType":2,"isVote":1,"tweetType":1,"viewCount":3336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373019802689728,"gmtCreate":1732097119098,"gmtModify":1732097121645,"author":{"id":"4110518878649570","authorId":"4110518878649570","name":"亳州曹孟德","avatar":"https://static.tigerbbs.com/195ba312d003e648e72f40f3b96ae746","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110518878649570","idStr":"4110518878649570"},"themes":[],"htmlText":"我觉得没什么道理，两家企业正是因为多处重叠，收购并不能带来1+1＞2，相反小鹏的部门和人员可能成为小米的累赘，小米是靠出色的产品力，并不是依托品牌效应，而技术下放可以导致，边际成本无限低，参考特斯拉，既然我收购了小鹏，然后换上红米标志，用澎湃系统，，那我为什么还要收购了，我自己建一个厂不就得了，小鹏要品牌没有品牌，要技术，技术不突出，如果卖身给传统车企或许可行","listText":"我觉得没什么道理，两家企业正是因为多处重叠，收购并不能带来1+1＞2，相反小鹏的部门和人员可能成为小米的累赘，小米是靠出色的产品力，并不是依托品牌效应，而技术下放可以导致，边际成本无限低，参考特斯拉，既然我收购了小鹏，然后换上红米标志，用澎湃系统，，那我为什么还要收购了，我自己建一个厂不就得了，小鹏要品牌没有品牌，要技术，技术不突出，如果卖身给传统车企或许可行","text":"我觉得没什么道理，两家企业正是因为多处重叠，收购并不能带来1+1＞2，相反小鹏的部门和人员可能成为小米的累赘，小米是靠出色的产品力，并不是依托品牌效应，而技术下放可以导致，边际成本无限低，参考特斯拉，既然我收购了小鹏，然后换上红米标志，用澎湃系统，，那我为什么还要收购了，我自己建一个厂不就得了，小鹏要品牌没有品牌，要技术，技术不突出，如果卖身给传统车企或许可行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373019802689728","repostId":"373036480569360","repostType":1,"repost":{"id":373036480569360,"gmtCreate":1732092358682,"gmtModify":1732095549074,"author":{"id":"3515543156510844","authorId":"3515543156510844","name":"Hero_23","avatar":"https://static.tigerbbs.com/150232f315ba62b70979a8dac77a5fca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515543156510844","idStr":"3515543156510844"},"themes":[],"title":"小鹏发出史上最强财报！我有一计......","htmlText":"刚刚我和大家一起在老虎实盘面对面直播间一起看小鹏2024年Q3业绩会，欢迎大家点击收看，也欢迎在<a href=\"https://laohu8.com/RN?name=RNCollege&amp;page=/college/programa/detail&amp;rndata={&quot;gid&quot;:&quot;https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221815584123768880%22,%22type%22:1%7D&quot;}\" target=\"_blank\">评论区一起讨论</a>：说一说我看完业绩会和财报的感受，小鹏汽车随着 Mona 03和 P7+的火爆，应该可以说已经从几个月前的ICU直接转入KTV了，今天会公布财报，明天我会写财报相关内容。相比较理想1000亿的现金储备，以及20%的毛利率，小鹏三百多亿的现金储备，以及现在每季度接近15亿的亏损来看，情况并不算好。哪怕就算小鹏接下来爆款频出，在不增加研发、营销销售、管理费用前提下，按15%的毛利率来看，依然需要每季度增加100亿左右的销售额才能盈亏平衡。换算到每个月35亿，按车均价格18万算，还需要每月新增销量2万辆。这么用数字一算，其实很明显可以知道，小鹏只需要再多一款爆款车型，就能实现盈亏平衡了。我个人预计小鹏汽车应该能在明年二季度，实现真正意义上的整个公司盈亏平衡。也许会是除理想外，第二家实现盈利的新势力（零跑也快了）。既然马上就实现盈利了，且目前产品、销量势头良好，而且智驾在消费者心智中也有稳固的第一梯队认知，前途看似一片大好，我为什么会建议小米收购小鹏呢？这个问题从两个方面看比价清晰，一个是未来的行业竞争，一个是小米自身的发展需要。智能汽车行业大格局已经很明显了，短期看一超多强。比亚迪遥遥领先，理想华","listText":"刚刚我和大家一起在老虎实盘面对面直播间一起看小鹏2024年Q3业绩会，欢迎大家点击收看，也欢迎在<a href=\"https://laohu8.com/RN?name=RNCollege&amp;page=/college/programa/detail&amp;rndata={&quot;gid&quot;:&quot;https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221815584123768880%22,%22type%22:1%7D&quot;}\" target=\"_blank\">评论区一起讨论</a>：说一说我看完业绩会和财报的感受，小鹏汽车随着 Mona 03和 P7+的火爆，应该可以说已经从几个月前的ICU直接转入KTV了，今天会公布财报，明天我会写财报相关内容。相比较理想1000亿的现金储备，以及20%的毛利率，小鹏三百多亿的现金储备，以及现在每季度接近15亿的亏损来看，情况并不算好。哪怕就算小鹏接下来爆款频出，在不增加研发、营销销售、管理费用前提下，按15%的毛利率来看，依然需要每季度增加100亿左右的销售额才能盈亏平衡。换算到每个月35亿，按车均价格18万算，还需要每月新增销量2万辆。这么用数字一算，其实很明显可以知道，小鹏只需要再多一款爆款车型，就能实现盈亏平衡了。我个人预计小鹏汽车应该能在明年二季度，实现真正意义上的整个公司盈亏平衡。也许会是除理想外，第二家实现盈利的新势力（零跑也快了）。既然马上就实现盈利了，且目前产品、销量势头良好，而且智驾在消费者心智中也有稳固的第一梯队认知，前途看似一片大好，我为什么会建议小米收购小鹏呢？这个问题从两个方面看比价清晰，一个是未来的行业竞争，一个是小米自身的发展需要。智能汽车行业大格局已经很明显了，短期看一超多强。比亚迪遥遥领先，理想华","text":"刚刚我和大家一起在老虎实盘面对面直播间一起看小鹏2024年Q3业绩会，欢迎大家点击收看，也欢迎在评论区一起讨论：说一说我看完业绩会和财报的感受，小鹏汽车随着 Mona 03和 P7+的火爆，应该可以说已经从几个月前的ICU直接转入KTV了，今天会公布财报，明天我会写财报相关内容。相比较理想1000亿的现金储备，以及20%的毛利率，小鹏三百多亿的现金储备，以及现在每季度接近15亿的亏损来看，情况并不算好。哪怕就算小鹏接下来爆款频出，在不增加研发、营销销售、管理费用前提下，按15%的毛利率来看，依然需要每季度增加100亿左右的销售额才能盈亏平衡。换算到每个月35亿，按车均价格18万算，还需要每月新增销量2万辆。这么用数字一算，其实很明显可以知道，小鹏只需要再多一款爆款车型，就能实现盈亏平衡了。我个人预计小鹏汽车应该能在明年二季度，实现真正意义上的整个公司盈亏平衡。也许会是除理想外，第二家实现盈利的新势力（零跑也快了）。既然马上就实现盈利了，且目前产品、销量势头良好，而且智驾在消费者心智中也有稳固的第一梯队认知，前途看似一片大好，我为什么会建议小米收购小鹏呢？这个问题从两个方面看比价清晰，一个是未来的行业竞争，一个是小米自身的发展需要。智能汽车行业大格局已经很明显了，短期看一超多强。比亚迪遥遥领先，理想华","images":[{"img":"https://static.tigerbbs.com/fcaa3c77d0e6e67f872384d327e09880","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373036480569360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340187353665720,"gmtCreate":1724083842524,"gmtModify":1724085411094,"author":{"id":"4110518878649570","authorId":"4110518878649570","name":"亳州曹孟德","avatar":"https://static.tigerbbs.com/195ba312d003e648e72f40f3b96ae746","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110518878649570","idStr":"4110518878649570"},"themes":[],"htmlText":"你亏大了，小米马上就要起飞，海外业务高增长，国内业务高利润，汽车毛利率有30% su7两百个亿现金到账，干掉三星的就是小米","listText":"你亏大了，小米马上就要起飞，海外业务高增长，国内业务高利润，汽车毛利率有30% su7两百个亿现金到账，干掉三星的就是小米","text":"你亏大了，小米马上就要起飞，海外业务高增长，国内业务高利润，汽车毛利率有30% su7两百个亿现金到账，干掉三星的就是小米","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340187353665720","isVote":1,"tweetType":1,"viewCount":2267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687590087,"gmtCreate":1661143196351,"gmtModify":1661145629186,"author":{"id":"4110518878649570","authorId":"4110518878649570","name":"亳州曹孟德","avatar":"https://static.tigerbbs.com/195ba312d003e648e72f40f3b96ae746","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110518878649570","idStr":"4110518878649570"},"themes":[],"htmlText":"降的这么快，谁敢买","listText":"降的这么快，谁敢买","text":"降的这么快，谁敢买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687590087","repostId":"1182191153","repostType":2,"isVote":1,"tweetType":1,"viewCount":2756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}