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不敢为天下先
08-15
$AAPL 20250815 227.5 PUT$
不敢为天下先
08-15
$AAPL 20250815 227.5 PUT$
不敢为天下先
08-09
$AAPL 20250808 225.0 CALL$
卖了，，700美金的多单一共盈利26000
不敢为天下先
08-09
$AAPL 20250808 225.0 CALL$
不敢为天下先
08-09
$AAPL 20250808 225.0 CALL$
不敢为天下先
08-09
$AAPL 20250808 225.0 CALL$
不敢为天下先
08-09
$AAPL 20250808 225.0 CALL$
不敢为天下先
08-09
$AAPL 20250808 225.0 CALL$
不敢为天下先
08-09
$AAPL 20250808 225.0 CALL$
不敢为天下先
08-09
$AAPL 20250808 225.0 CALL$
不敢为天下先
08-09
$AAPL 20250808 225.0 CALL$
不敢为天下先
08-09
$AAPL 20250808 225.0 CALL$
不敢为天下先
08-09
$AAPL 20250808 225.0 CALL$
不敢为天下先
08-08
$AAPL 20250808 225.0 CALL$
不敢为天下先
08-08
$AAPL 20250808 225.0 CALL$
不敢为天下先
08-08
$AAPL 20250808 225.0 CALL$
不敢为天下先
08-08
$AAPL 20250808 225.0 CALL$
不敢为天下先
2024-06-03
$LAU.HK 20240627 80.00 CALL$
不敢为天下先
2024-06-03
$LAU.HK 20240627 80.00 CALL$
不敢为天下先
2024-05-24
$LI 20240524 19.5 CALL$
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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>作为一个小米股票的持有者，一个投票的最高境界：用钱投票的米粉，我有资格谈一谈su7 先说结论，su7是判断错误新能源汽车发展方向的产品，从他主打性能和操控性可以看出，21年造车的时候他对趋势的判断是电动化，所以他在性能，操控，硬件上堆用了很多精力 但是23年末，趋势已经很明显了，是智能化和自动化的发展方向，但是产品已经按照电动化和操控性造好了，于是宣传重点从运动性转为了科技与生态，这是很典型的对趋势的判断失误 从产品上看，他选择了造轿车，这是一款雷军喜欢的车，而不是消费者喜欢的车，并不是车本身不OK，而是他所推崇和重点宣传的265千米时速对于99%的消费者来说，根本没有应用场景，99%的人一辈子都不会把电门踩到265千米。而却要为这超出使用需求的功能多支付20000或者更多的成本，这典型属于99%的人为1%的人的需求买单，这种行为叫：劫贫济富，从这个角度看，这款车很牛。但是定位失败了 最后一个我很担心的事情是，我们都能看出来的事情小米内部不可能没有人看不出来，但是这款车依然按照这个方向和定位去造，这隐藏着一个很可怕的答案：立项和决策过程没有民主集中和科学决策，而是以一人的意志为中心，这比前面两个问题更可怕 发布会当天，我在群里说发布会感觉好尬，怪怪的，从第二天的股价来看。看来并不是我一个人是这种感觉 我希望这段话对小米有所参考，因为跟那些嘴炮用嘴投票不同。我选择了投票的最高境界：用钱投票。。。 所以。雷总。不要辜负万千米粉对小米汽车的期待，不忘初心。造一款人人都买得起用的好的好车，而这台好车，肯定不是265公里时速那种，而是一台我坐上车不用碰方向盘就能带着我到达目的地的车，毕竟，您还指望我喜欢这台车自动驾驶状态下载着我以265公里的时速狂飙吗？ 请记住","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>作为一个小米股票的持有者，一个投票的最高境界：用钱投票的米粉，我有资格谈一谈su7 先说结论，su7是判断错误新能源汽车发展方向的产品，从他主打性能和操控性可以看出，21年造车的时候他对趋势的判断是电动化，所以他在性能，操控，硬件上堆用了很多精力 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从产品上看，他选择了造轿车，这是一款雷军喜欢的车，而不是消费者喜欢的车，并不是车本身不OK，而是他所推崇和重点宣传的265千米时速对于99%的消费者来说，根本没有应用场景，99%的人一辈子都不会把电门踩到265千米。而却要为这超出使用需求的功能多支付20000或者更多的成本，这典型属于99%的人为1%的人的需求买单，这种行为叫：劫贫济富，从这个角度看，这款车很牛。但是定位失败了 最后一个我很担心的事情是，我们都能看出来的事情小米内部不可能没有人看不出来，但是这款车依然按照这个方向和定位去造，这隐藏着一个很可怕的答案：立项和决策过程没有民主集中和科学决策，而是以一人的意志为中心，这比前面两个问题更可怕 发布会当天，我在群里说发布会感觉好尬，怪怪的，从第二天的股价来看。看来并不是我一个人是这种感觉 我希望这段话对小米有所参考，因为跟那些嘴炮用嘴投票不同。我选择了投票的最高境界：用钱投票。。。 所以。雷总。不要辜负万千米粉对小米汽车的期待，不忘初心。造一款人人都买得起用的好的好车，而这台好车，肯定不是265公里时速那种，而是一台我坐上车不用碰方向盘就能带着我到达目的地的车，毕竟，您还指望我喜欢这台车自动驾驶状态下载着我以265公里的时速狂飙吗？ 请记住","images":[{"img":"https://static.tigerbbs.com/ec2f1b76704bc2a41f63ed8d292e8df8","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":52,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/257519318724760","isVote":1,"tweetType":1,"viewCount":9215,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494288406652777","authorId":"3494288406652777","name":"zzf1994","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494288406652777","authorIdStr":"3494288406652777"},"content":"对标models懂吗，第一部出来个龟速车后面怎么打","text":"对标models懂吗，第一部出来个龟速车后面怎么打","html":"对标models懂吗，第一部出来个龟速车后面怎么打"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":219620816150632,"gmtCreate":1694656037486,"gmtModify":1694656042903,"author":{"id":"4154251016181652","authorId":"4154251016181652","name":"不敢为天下先","avatar":"https://static.tigerbbs.com/d0ee4acd630df2dde175d7dc062e2bd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154251016181652","authorIdStr":"4154251016181652"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>谈谈当下最火爆的比亚迪 先说结论：中国未来的电动车车市场头部属于特斯拉，小米汽车，华为 比亚迪是一家披着新势力外衣的传统车企，他的企业经营逻辑是前时代的，今日的优势是占了供应链的先机，比亚迪大概率是智能机时代的HTC，占得先机，但最终 原因分析： 一：生产角度看，比亚迪选择多车型堆销量，在5-10万，10-15万，15-20万，20-25万，25-30万，各个价格区间投放对应的车型，迅速靠此策略将销量推到很高，比亚迪前期受其所益，后期大概率受其所制 如果同样的200万辆销量，比亚迪是通过20款车完成的，特斯拉和小米会是通过2款车型完成的，如果你是搞生产的，你会明白这意味着什么，在同样的价格区间的车，对方的投入和研发强度是比亚迪的十倍，而这是其产品无法抗衡的 二：销售角度看，比亚迪选择渠道商4S店模式，特斯拉小米选择直营，4s店渠道的优点是前期拓展快，缺点是后期厂家受渠道商掣肘，长久看，不符合去中间化的大势，渠道模式越往后做越难做，因为利益分配容易与渠道产生冲突，并且不利于消费者 三：技术角度看，电动车市场最终比拼的核心竞争力是谁能率先做出来ios系统来，也就是智能化的自动驾驶，谁掌握了这一点，也就拿走了行业的绝大部分利润，这个技术绝不可能出现在比亚迪身上，因为他是一家披着新势力的传统车企，突破大概率是特斯拉或者华为 这也大概是为什么任正非不愿意现在下场造车的原因，他明白，汽车硬件即使堆砌的再厉害，在智能化出来以后，大概是也是被碾压，所以华为不是不造车，而必然是先突破智能化和自动驾驶，再造车，他的华为不造车有效期5年，大概率图谋的也是这个，毕竟，华为的优势是技术，而不是供应链，错位竞争，抓牛鼻子 新能源汽车前半段是电动化，后半段是智能化和自动化这句话，是","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>谈谈当下最火爆的比亚迪 先说结论：中国未来的电动车车市场头部属于特斯拉，小米汽车，华为 比亚迪是一家披着新势力外衣的传统车企，他的企业经营逻辑是前时代的，今日的优势是占了供应链的先机，比亚迪大概率是智能机时代的HTC，占得先机，但最终 原因分析： 一：生产角度看，比亚迪选择多车型堆销量，在5-10万，10-15万，15-20万，20-25万，25-30万，各个价格区间投放对应的车型，迅速靠此策略将销量推到很高，比亚迪前期受其所益，后期大概率受其所制 如果同样的200万辆销量，比亚迪是通过20款车完成的，特斯拉和小米会是通过2款车型完成的，如果你是搞生产的，你会明白这意味着什么，在同样的价格区间的车，对方的投入和研发强度是比亚迪的十倍，而这是其产品无法抗衡的 二：销售角度看，比亚迪选择渠道商4S店模式，特斯拉小米选择直营，4s店渠道的优点是前期拓展快，缺点是后期厂家受渠道商掣肘，长久看，不符合去中间化的大势，渠道模式越往后做越难做，因为利益分配容易与渠道产生冲突，并且不利于消费者 三：技术角度看，电动车市场最终比拼的核心竞争力是谁能率先做出来ios系统来，也就是智能化的自动驾驶，谁掌握了这一点，也就拿走了行业的绝大部分利润，这个技术绝不可能出现在比亚迪身上，因为他是一家披着新势力的传统车企，突破大概率是特斯拉或者华为 这也大概是为什么任正非不愿意现在下场造车的原因，他明白，汽车硬件即使堆砌的再厉害，在智能化出来以后，大概是也是被碾压，所以华为不是不造车，而必然是先突破智能化和自动驾驶，再造车，他的华为不造车有效期5年，大概率图谋的也是这个，毕竟，华为的优势是技术，而不是供应链，错位竞争，抓牛鼻子 新能源汽车前半段是电动化，后半段是智能化和自动化这句话，是","text":"$小米集团-W(01810)$ 谈谈当下最火爆的比亚迪 先说结论：中国未来的电动车车市场头部属于特斯拉，小米汽车，华为 比亚迪是一家披着新势力外衣的传统车企，他的企业经营逻辑是前时代的，今日的优势是占了供应链的先机，比亚迪大概率是智能机时代的HTC，占得先机，但最终 原因分析： 一：生产角度看，比亚迪选择多车型堆销量，在5-10万，10-15万，15-20万，20-25万，25-30万，各个价格区间投放对应的车型，迅速靠此策略将销量推到很高，比亚迪前期受其所益，后期大概率受其所制 如果同样的200万辆销量，比亚迪是通过20款车完成的，特斯拉和小米会是通过2款车型完成的，如果你是搞生产的，你会明白这意味着什么，在同样的价格区间的车，对方的投入和研发强度是比亚迪的十倍，而这是其产品无法抗衡的 二：销售角度看，比亚迪选择渠道商4S店模式，特斯拉小米选择直营，4s店渠道的优点是前期拓展快，缺点是后期厂家受渠道商掣肘，长久看，不符合去中间化的大势，渠道模式越往后做越难做，因为利益分配容易与渠道产生冲突，并且不利于消费者 三：技术角度看，电动车市场最终比拼的核心竞争力是谁能率先做出来ios系统来，也就是智能化的自动驾驶，谁掌握了这一点，也就拿走了行业的绝大部分利润，这个技术绝不可能出现在比亚迪身上，因为他是一家披着新势力的传统车企，突破大概率是特斯拉或者华为 这也大概是为什么任正非不愿意现在下场造车的原因，他明白，汽车硬件即使堆砌的再厉害，在智能化出来以后，大概是也是被碾压，所以华为不是不造车，而必然是先突破智能化和自动驾驶，再造车，他的华为不造车有效期5年，大概率图谋的也是这个，毕竟，华为的优势是技术，而不是供应链，错位竞争，抓牛鼻子 新能源汽车前半段是电动化，后半段是智能化和自动化这句话，是","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":10,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/219620816150632","isVote":1,"tweetType":1,"viewCount":8676,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568060811851176","authorId":"3568060811851176","name":"会伤心的石头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3568060811851176","authorIdStr":"3568060811851176"},"content":"这种文章我从2020年开始买比亚迪就读到过。","text":"这种文章我从2020年开始买比亚迪就读到过。","html":"这种文章我从2020年开始买比亚迪就读到过。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222283237318744,"gmtCreate":1695284841863,"gmtModify":1695285153035,"author":{"id":"4154251016181652","authorId":"4154251016181652","name":"不敢为天下先","avatar":"https://static.tigerbbs.com/d0ee4acd630df2dde175d7dc062e2bd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154251016181652","authorIdStr":"4154251016181652"},"themes":[],"htmlText":"<a 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今日记录","images":[{"img":"https://static.tigerbbs.com/5a4540cd08626bfe6bbfe9cc7ecc1b95","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/222283237318744","isVote":1,"tweetType":1,"viewCount":7163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093942990013740","authorId":"4093942990013740","name":"狗狗头","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4093942990013740","authorIdStr":"4093942990013740"},"content":"你怎么敢炒的底，我不懂","text":"你怎么敢炒的底，我不懂","html":"你怎么敢炒的底，我不懂"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":224209407537336,"gmtCreate":1695775782375,"gmtModify":1695778869575,"author":{"id":"4154251016181652","authorId":"4154251016181652","name":"不敢为天下先","avatar":"https://static.tigerbbs.com/d0ee4acd630df2dde175d7dc062e2bd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154251016181652","authorIdStr":"4154251016181652"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$ </a>继续","listText":"<a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$ </a>继续","text":"$中国恒大(03333)$ 继续","images":[{"img":"https://static.tigerbbs.com/bd5a697ae7566423af95c0055e69eefd","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/218957692068096","isVote":1,"tweetType":1,"viewCount":5113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494562685151920","authorId":"3494562685151920","name":"奥迪老司机","avatar":"https://static.tigerbbs.com/b72d93c134a84aa230b52d021c8b8c3d","crmLevel":3,"crmLevelSwitch":0,"idStr":"3494562685151920","authorIdStr":"3494562685151920"},"content":"[财迷] [财迷] [财迷] [财迷] [财迷] [财迷]","text":"[财迷] [财迷] [财迷] [财迷] [财迷] [财迷]","html":"[财迷] [财迷] [财迷] [财迷] [财迷] [财迷]"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":219065123762216,"gmtCreate":1694506816417,"gmtModify":1694508746874,"author":{"id":"4154251016181652","authorId":"4154251016181652","name":"不敢为天下先","avatar":"https://static.tigerbbs.com/d0ee4acd630df2dde175d7dc062e2bd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154251016181652","authorIdStr":"4154251016181652"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>老贾想干什么？他是不是想把散户手里的股票压到5毛钱然后宣布回购私有化公司？？？ 尼玛，合股前2毛多买的，1毛多合股以后又亏了80%了，真是服了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>老贾想干什么？他是不是想把散户手里的股票压到5毛钱然后宣布回购私有化公司？？？ 尼玛，合股前2毛多买的，1毛多合股以后又亏了80%了，真是服了","text":"$Faraday Future(FFIE)$ 老贾想干什么？他是不是想把散户手里的股票压到5毛钱然后宣布回购私有化公司？？？ 尼玛，合股前2毛多买的，1毛多合股以后又亏了80%了，真是服了","images":[{"img":"https://static.tigerbbs.com/da7d5fd01b205a36856b856b44c6d2ef","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/219065123762216","isVote":1,"tweetType":1,"viewCount":7079,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"方丈哥让你跑，你为何不割？","text":"方丈哥让你跑，你为何不割？","html":"方丈哥让你跑，你为何不割？"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":465505687146576,"gmtCreate":1754674010291,"gmtModify":1754882161966,"author":{"id":"4154251016181652","authorId":"4154251016181652","name":"不敢为天下先","avatar":"https://static.tigerbbs.com/d0ee4acd630df2dde175d7dc062e2bd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4154251016181652","authorIdStr":"4154251016181652"},"themes":[],"htmlText":"<a 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