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红杉树森林
09-12
$微软(MSFT)$
持有OpenAI的49%股权,按最新3000亿美元估值计算,这笔投资价值飙到1470亿美刀。相比当初137.5亿的注资,账面浮盈1332.5亿,这波操作真是赚翻了。会计处理用的是权益法,老江湖的套路了。
红杉树森林
09-11
$谷歌(GOOG)$
有句老话说得好,等法务纠纷尘埃落定,
$谷歌A(GOOGL)$
这匹千里马就要在市值赛道上直道超车了
红杉树森林
09-10
$谷歌(GOOG)$
这场官司打赢了真是锦上添花,我已经加仓准备长期持有,300大关指日可待。
红杉树森林
09-05
我的
$谷歌(GOOG)$
尾盘强势收高,这记阳线真是把空头小可爱们锤得哭爹喊娘
红杉树森林
09-04
$谷歌(GOOG)$
要押注人工智能、机器人、云计算、量子计算、自动驾驶和流媒体?
$谷歌A(GOOGL)$
这货直接一网打尽,长期持有闭眼入就完事了。
红杉树森林
08-11
$谷歌(GOOG)$
上周真是气势如虹啊,咱们先站稳200大关,明日剑指225如何?
红杉树森林
08-06
$谷歌(GOOG)$
人工智能一边提升生产效率,一边通过降本增效拉高利润率,这波操作稳如老狗。《华尔街日报》灵魂发问:当AI三秒就能分析数据做精美PPT,咨询界扛把子还怎么混?
红杉树森林
07-31
科技七巨头这波财报狂欢后,估计要有人落袋为安了。
$谷歌(GOOG)$
绝对会被疯抢,他们家业绩跟同行比只强不差
红杉树森林
07-31
$谷歌(GOOG)$
每次发财报都碾压预期,可股价就是不立刻起飞,非得温水煮青蛙式慢慢往上蹭。
红杉树森林
07-29
$谷歌(GOOG)$
反垄断案最坏预期已完全消化。只要不爆雷就起飞,真出利空...准备好
$谷歌A(GOOGL)$
通过上诉维持横盘。法官大人总得给美帝企业留条活路吧?
红杉树森林
07-29
$谷歌(GOOG)$
今年股市里的宝藏!市盈率明年铁定冲25!
红杉树森林
07-28
$谷歌(GOOG)$
这波200大关的冲锋号角已经吹响,坐等本周见证奇迹时刻!
红杉树森林
07-24
$谷歌(GOOG)$
早跟你们说这周能冲200
红杉树森林
07-23
$谷歌(GOOG)$
$谷歌A(GOOGL)$
绝对是科技七巨头里的性价比之王,前瞻市盈率才20倍,这不比买奶茶香?
红杉树森林
07-23
$谷歌(GOOG)$
明天
$谷歌A(GOOGL)$
开盘200刀,财报前直接飙到210收盘,这波稳了!
红杉树森林
07-21
$谷歌(GOOG)$
熊军疯狂刷屏的样子真让人安心,越挣扎越说明路走对了
红杉树森林
07-18
$谷歌(GOOG)$
刚查了
$英伟达(NVDA)$
的合作伙伴HBAR,这走势简直要上天!
红杉树森林
2024-08-28
$京东(JD)$
以京东采销为代表的上游直供的模式的出炉,去对比拼多多轻资产供应链 不敢苟同,在商业模式上京东采销模式太重,京东注定在电商领域很难有大的发展
红杉树森林
2024-08-28
$Faraday Future(FFIE)$
这公司增发通过债转股,不是直接增发。这样可以不披露。而且债转股都是增发给自己关联方,然后关联方卖给二级市场。公司也没赚到钱,钱被亲戚朋友的空壳公司赚走了。导致公司始终处在亏损破产边缘
红杉树森林
2024-08-28
$高途(GOTU)$
线下学习中心扩张超预期,但收入贡献还不足以单独披露沈楠透露,2024年上半年,高途组建了一支高效专业的团队,为线下业务运营提供基础。因此,“无论是从城市覆盖还是学习中心数量来看,线下学习中心的扩张都大大超出了我们年初的预期。”
去老虎APP查看更多动态
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这货直接一网打尽,长期持有闭眼入就完事了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474872619442368","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466286586736832,"gmtCreate":1754865655000,"gmtModify":1754885363743,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 上周真是气势如虹啊,咱们先站稳200大关,明日剑指225如何?","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 上周真是气势如虹啊,咱们先站稳200大关,明日剑指225如何?","text":"$谷歌(GOOG)$ 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我个人看法,明年进入降息周期,石油大概率率先价格上行,去到90-120区间,但就跟新能源一样,利润兑现前,股价开启下降通道,否则巴老爷子应该明年3月再买进西方石油,而不是今年3月。然后会复制油运的走势,回调后找个位置横着,直到油价崩塌前一年","images":[{"img":"https://static.tigerbbs.com/14a4144bdc37e0e78af835f320cc5914","width":"357","height":"369"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/253768689225776","isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":257281064034352,"gmtCreate":1703841553743,"gmtModify":1703842555764,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v 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出来以后,连外观设计都差不多了。。。","images":[{"img":"https://static.tigerbbs.com/762f5db7418f0484487ba65973cf081c","width":"473","height":"337"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":75,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/257281064034352","isVote":1,"tweetType":1,"viewCount":13114,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494214634965176","authorId":"3494214634965176","name":"人民币美元一起赚","avatar":"https://static.tigerbbs.com/6845c89d635ab87c3f0eac3271f3d048","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494214634965176","authorIdStr":"3494214634965176"},"content":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信","text":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信","html":"仿保时捷的太多了,已经审美疲劳,这种几乎照抄保时捷的小米su7就是另外一个版本的保时泰,比亚迪海豚虽然也抄保时捷大灯设计,起码没有100%照抄,保时米把标扣掉说是保时捷的肯定有人信"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311126636556456,"gmtCreate":1716977063170,"gmtModify":1716977068206,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> B站高点1000多港币,目前跌了90%,当前正在回调,预估到100.8港币的位置,可以继续加仓~游戏收入增长将在半年报体现,或许扭亏为盈,就是一个重要的里程碑,届时股价可到200港币,3年之内,股价有望冲击300港币","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> B站高点1000多港币,目前跌了90%,当前正在回调,预估到100.8港币的位置,可以继续加仓~游戏收入增长将在半年报体现,或许扭亏为盈,就是一个重要的里程碑,届时股价可到200港币,3年之内,股价有望冲击300港币","text":"$哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$ B站高点1000多港币,目前跌了90%,当前正在回调,预估到100.8港币的位置,可以继续加仓~游戏收入增长将在半年报体现,或许扭亏为盈,就是一个重要的里程碑,届时股价可到200港币,3年之内,股价有望冲击300港币","images":[{"img":"https://static.tigerbbs.com/68df8a7bca9c2a362a162b9204e72c6c","width":"777","height":"621"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/311126636556456","isVote":1,"tweetType":1,"viewCount":2307,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547952722526240","authorId":"3547952722526240","name":"欧克超人","avatar":"https://static.tigerbbs.com/cdcc270eb86707464ec041fc5352a565","crmLevel":6,"crmLevelSwitch":0,"idStr":"3547952722526240","authorIdStr":"3547952722526240"},"content":"还有99港纸可跌呢?","text":"还有99港纸可跌呢?","html":"还有99港纸可跌呢?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":240205175324736,"gmtCreate":1699674452686,"gmtModify":1699674453774,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","text":"$拼多多(PDD)$ 拼多多在持续对业务进行投资,因此其盈利能力没有完全体现在损益表上。同样是平台模式的阿里核心电商业务,营业利润率在70%左右,相比之下,拼多多30%左右的营业利润率并不夸张","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/240205175324736","isVote":1,"tweetType":1,"viewCount":1607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290625683152912,"gmtCreate":1711975638162,"gmtModify":1711975641843,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、AMD <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 等很多纳斯达克巨头,哪个没经历过蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","listText":"苹果 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、AMD <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 等很多纳斯达克巨头,哪个没经历过蔚来 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <v-v data-views=\"1\"></v-v> 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","text":"苹果 $苹果(AAPL)$ 、AMD $美国超微公司(AMD)$ 等很多纳斯达克巨头,哪个没经历过蔚来 $蔚来(NIO)$ $蔚来(NIO.SI)$ 当下的状况?关键看他技术上能不能迎来一个临界点。另外我是车主,不是股东,也不担心他活不过几年。把下面的话送给认真造车的蔚来,希望他能好好活下去:“英伟达 $英伟达(NVDA)$ 在过去20年,几度在破产边缘,几次股价跌破1美元,对痛苦的承受力,是关键的人生财富。” ——黄仁勋/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/290625683152912","isVote":1,"tweetType":1,"viewCount":5542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3458349567571181","authorIdStr":"3458349567571181"},"content":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?","text":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?","html":"我坚决不赞成这个看法,为什么不赞成这个看法?是因为,我现有的这些企业里边很少有像苹果AMD,英伟达这类公司的这种特定的这种经营概念。你要知道英伟达在什么时候,就在布局cuda,他们花了大把的钱去布局一个未来的产品。苹果也是这样,苹果在造手机之前iOS先试水了touch。而AMD之所以有现在的这种成就,完全是因为他们从之前的失败的时候,双线作战就开始布局Rz框架。他们为这些东西投入非常大的成本,在很长一段时间内,这些成本都是根本没办法看到盈利的。Nio我不否认,确实经历过ep9但是我并不认可因为在中国这个市场环境下,它不可能出现AMD出现英伟达出现苹果,它是没有这个土壤,它是没有这个商业生长的土壤!能让一个别人出什么我就学什么,我还要比他学的更好的。这么一家企业说成遥遥领先,说成国之骄傲,国之脊梁。那你可想而知,这些被认可的企业都什么样?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299069024894984,"gmtCreate":1714049529803,"gmtModify":1714050391363,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> <v-v data-views=\"1\"></v-v> kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","text":"$哔哩哔哩(BILI)$ $哔哩哔哩-W(09626)$ kweb已经大幅越过年线,这个相对年线来说,就算补涨一下也不止14刀,现价更是太便宜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299069024894984","isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477474286362720,"gmtCreate":1757533026000,"gmtModify":1757604946249,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 有句老话说得好,等法务纠纷尘埃落定,<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>这匹千里马就要在市值赛道上直道超车了","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"1\"></v-v> 有句老话说得好,等法务纠纷尘埃落定,<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>这匹千里马就要在市值赛道上直道超车了","text":"$谷歌(GOOG)$ 有句老话说得好,等法务纠纷尘埃落定,$谷歌A(GOOGL)$ 这匹千里马就要在市值赛道上直道超车了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477474286362720","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293860944838808,"gmtCreate":1712748411379,"gmtModify":1712754149530,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v> 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都可以,那我为什么要在手机上多一个APP呢?","listText":"阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"0\"></v-v> 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> +PDD <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 都可以,那我为什么要在手机上多一个APP呢?","text":"阿里 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 这些年做的不少投资,事后看基本上都是败笔,却很少把资本投入到消费者体验和心智建设上,还是挺疑惑的。很多年都不用淘宝&天猫了,原因很简单:没有小程序,而淘宝能够实现的,京东 $京东(JD)$ +PDD $拼多多(PDD)$ 都可以,那我为什么要在手机上多一个APP呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/293860944838808","isVote":1,"tweetType":1,"viewCount":4839,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104748128179940","authorId":"4104748128179940","name":"保险王丁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4104748128179940","authorIdStr":"4104748128179940"},"content":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因","text":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因","html":"同理,既然微信能够转款收帐 何必下个支付宝。再同理 既然微信可以发短视频,真没有必要弄个颤抖的呻吟,同理,既然京东够物很好了 真没有必要用拼夕夕。最后 大部分人 只用微信和京东。 逻辑就这么简单。 这也是看好腾讯和京东的主要原因"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290627169660968,"gmtCreate":1711976115468,"gmtModify":1712055864682,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","listText":"mara <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","text":"mara $Marathon Digital Holdings Inc(MARA)$ 其实有能力做到,就是不能保持。去年12月的uptime有80-90%,一个月218个block(7 per day),1700多个币。关键是今年1月收购以来,从hosting到self mining磨合、2月的电力outage、到3月的hash蜜汁忽上忽下,uptime也就个60%。你说他们没能力吧,那3月偶尔某天都能做到5-7个block,24 eh/s,但隔天又很快跌回1-4个block。如果有业内人士,能告知下这种情况可能是电力不稳定导致的吗?我的另一种猜想,就是他们在用自研的软硬件运营,所以运营时好时坏。当前你怎么给他们估值?谁知道明早起来他们能有多少hash,后天能不能维持这个hash? 不持仓的就暂时别蹚浑水了,其他矿股确定性更好;已经有仓位的、愿意用时间机会成本换弹性的,就只能等等看了,毕竟它正常的时候,上限也很高……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290627169660968","isVote":1,"tweetType":1,"viewCount":8014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259090707779584,"gmtCreate":1704282404176,"gmtModify":1704336566652,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","text":"$纳指三倍做空ETF(SQQQ)$ nasdaq 历史新高,并且再次出现加速,背后是CPI 下井,10 year 收益率持续下降,美联储也转鸽派,市场一片狂欢。问题: 现在还有什么驱动力可以让nasdaq 上涨? 1)基本面角度,明年GDP 增长下调至1.4%,经济一定是不乐观的,不管是软着陆还是硬着陆;2)估值:30x PE,历史均值1个标准差以上;3)风险偏好:估值某种意义反应了风险偏好。 某种意义说明,买入SQQQ是一个不错的选择。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259090707779584","isVote":1,"tweetType":1,"viewCount":2086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":247398863380496,"gmtCreate":1701424189432,"gmtModify":1701424457942,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a> 一直喷的换电站的人,其实就是脑子有病。就算换电路线做不成,换电站改储能站,就是高压充电桩。所以不管是高压充电桩还是换电站,蔚来的布局都遥遥领先其他厂家,也为全面纯电时代的基础设施做出了巨大的贡献。这点都看不清,还那么多人喷。可见绝大多数人是没脑子的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a> 一直喷的换电站的人,其实就是脑子有病。就算换电路线做不成,换电站改储能站,就是高压充电桩。所以不管是高压充电桩还是换电站,蔚来的布局都遥遥领先其他厂家,也为全面纯电时代的基础设施做出了巨大的贡献。这点都看不清,还那么多人喷。可见绝大多数人是没脑子的。","text":"$蔚来(NIO)$ $小鹏汽车(XPEV)$ $比亚迪ADR(BYDDY)$ 一直喷的换电站的人,其实就是脑子有病。就算换电路线做不成,换电站改储能站,就是高压充电桩。所以不管是高压充电桩还是换电站,蔚来的布局都遥遥领先其他厂家,也为全面纯电时代的基础设施做出了巨大的贡献。这点都看不清,还那么多人喷。可见绝大多数人是没脑子的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/247398863380496","isVote":1,"tweetType":1,"viewCount":3498,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"content":"那就全力去做充电站好了,为什么还要造车?奔驰宝马成立合资公司开始建充电站了[财迷][财迷][财迷]","text":"那就全力去做充电站好了,为什么还要造车?奔驰宝马成立合资公司开始建充电站了[财迷][财迷][财迷]","html":"那就全力去做充电站好了,为什么还要造车?奔驰宝马成立合资公司开始建充电站了[财迷][财迷][财迷]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249207884320824,"gmtCreate":1701846948305,"gmtModify":1701846950114,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"对于美团严重超跌主要是市场高估了抖音的竞争,一旦抖音竞争不及预期美团将会出现报复性上翻倍式上涨,今天又完成一笔加仓,几轮加仓后美团成本从130降到117,依然巨亏中,不过我相信不用多久美团会再次出现单日20厘米以上巨阳,拭目以待 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>","listText":"对于美团严重超跌主要是市场高估了抖音的竞争,一旦抖音竞争不及预期美团将会出现报复性上翻倍式上涨,今天又完成一笔加仓,几轮加仓后美团成本从130降到117,依然巨亏中,不过我相信不用多久美团会再次出现单日20厘米以上巨阳,拭目以待 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <v-v data-views=\"1\"></v-v>","text":"对于美团严重超跌主要是市场高估了抖音的竞争,一旦抖音竞争不及预期美团将会出现报复性上翻倍式上涨,今天又完成一笔加仓,几轮加仓后美团成本从130降到117,依然巨亏中,不过我相信不用多久美团会再次出现单日20厘米以上巨阳,拭目以待 $美团-W(03690)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/249207884320824","isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217680288432176,"gmtCreate":1694178898182,"gmtModify":1694180228594,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a> 地心引力还是起作用了,但还是比<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> +<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 两个之和还高不少。 给1美元一股,不能再多了! <a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a>","listText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a> 地心引力还是起作用了,但还是比<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> +<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 两个之和还高不少。 给1美元一股,不能再多了! <a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$</a>","text":"$VinFast Auto(VFS)$ 地心引力还是起作用了,但还是比$小鹏汽车(XPEV)$ +$蔚来(NIO)$ 两个之和还高不少。 给1美元一股,不能再多了! $VinFast Auto(VFS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217680288432176","isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286417214603304,"gmtCreate":1710943627421,"gmtModify":1710943792610,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"台积电的崛起之所以与众不同,是因为他是一种全新的商业模式,此前都是IDM,从没有只做foundry的,因为代工不可避免的会涉及到芯片设计企业的商业机密,这种模式商业风险太大,但随着EDA的发展,设计越来越复杂,制作难度越来越高,能设计但做不出来成为一个问题,这给了台积电历史机遇,当然,在最开始张忠谋也不是第一个提出独立代工这种模式的人,但当时产业并不认可,所以当台积电找投资时,张忠谋的老东家TI都不愿投资,最后是荷兰的飞利浦投了而且交给台积电代工,所以台积电的第一笔投资和第一桶金是飞利浦给的,这也给后面台积电扶持ASML掀翻佳能尼康埋下了伏笔。 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>","listText":"台积电的崛起之所以与众不同,是因为他是一种全新的商业模式,此前都是IDM,从没有只做foundry的,因为代工不可避免的会涉及到芯片设计企业的商业机密,这种模式商业风险太大,但随着EDA的发展,设计越来越复杂,制作难度越来越高,能设计但做不出来成为一个问题,这给了台积电历史机遇,当然,在最开始张忠谋也不是第一个提出独立代工这种模式的人,但当时产业并不认可,所以当台积电找投资时,张忠谋的老东家TI都不愿投资,最后是荷兰的飞利浦投了而且交给台积电代工,所以台积电的第一笔投资和第一桶金是飞利浦给的,这也给后面台积电扶持ASML掀翻佳能尼康埋下了伏笔。 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"1\"></v-v>","text":"台积电的崛起之所以与众不同,是因为他是一种全新的商业模式,此前都是IDM,从没有只做foundry的,因为代工不可避免的会涉及到芯片设计企业的商业机密,这种模式商业风险太大,但随着EDA的发展,设计越来越复杂,制作难度越来越高,能设计但做不出来成为一个问题,这给了台积电历史机遇,当然,在最开始张忠谋也不是第一个提出独立代工这种模式的人,但当时产业并不认可,所以当台积电找投资时,张忠谋的老东家TI都不愿投资,最后是荷兰的飞利浦投了而且交给台积电代工,所以台积电的第一笔投资和第一桶金是飞利浦给的,这也给后面台积电扶持ASML掀翻佳能尼康埋下了伏笔。 $台积电(TSM)$","images":[{"img":"https://static.tigerbbs.com/7ba0293cf78806e62cfa9461c3f9d0bc","width":"395","height":"181"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/286417214603304","isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458386655471801","authorId":"3458386655471801","name":"股神吧吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3458386655471801","authorIdStr":"3458386655471801"},"content":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","html":"这篇文章不错,转发给大家看"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":285345715511328,"gmtCreate":1710671446281,"gmtModify":1710671447875,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"想不明白,70多倍PE买英伟达的都是些什么人?20倍我都嫌贵! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","listText":"想不明白,70多倍PE买英伟达的都是些什么人?20倍我都嫌贵! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <v-v data-views=\"0\"></v-v>","text":"想不明白,70多倍PE买英伟达的都是些什么人?20倍我都嫌贵! $英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/285345715511328","isVote":1,"tweetType":1,"viewCount":3510,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"100797458828552","authorId":"100797458828552","name":"解析延拓","avatar":"https://static.tigerbbs.com/e9deeb7035d400c809155223802885c5","crmLevel":2,"crmLevelSwitch":0,"idStr":"100797458828552","authorIdStr":"100797458828552"},"content":"深度学习的算力被他一家垄断,晓得吧","text":"深度学习的算力被他一家垄断,晓得吧","html":"深度学习的算力被他一家垄断,晓得吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281759419228232,"gmtCreate":1709815044377,"gmtModify":1709815064624,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"阿里的企业文化还是很厉害的,有非常强劲的自驱力、韧劲以及坚定的信念,至少在我看来,是甩拼多多几条街的。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 如果说有一个中国互联网企业走出低谷、创造奇迹,大概率阿里有一席之地。","listText":"阿里的企业文化还是很厉害的,有非常强劲的自驱力、韧劲以及坚定的信念,至少在我看来,是甩拼多多几条街的。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> <v-v data-views=\"1\"></v-v> 如果说有一个中国互联网企业走出低谷、创造奇迹,大概率阿里有一席之地。","text":"阿里的企业文化还是很厉害的,有非常强劲的自驱力、韧劲以及坚定的信念,至少在我看来,是甩拼多多几条街的。 $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 如果说有一个中国互联网企业走出低谷、创造奇迹,大概率阿里有一席之地。","images":[{"img":"https://static.tigerbbs.com/69ae1b81469b1c970191ca325e301d14","width":"433","height":"273"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/281759419228232","isVote":1,"tweetType":1,"viewCount":2610,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568436828351182","authorId":"3568436828351182","name":"李狗蛋儿爸爸","avatar":"https://static.tigerbbs.com/4e77fa3f12be4757f7a68853b86b7993","crmLevel":2,"crmLevelSwitch":0,"idStr":"3568436828351182","authorIdStr":"3568436828351182"},"content":"阿里这种垃圾企业 能活到今天已经是社会对他的很大仁慈了","text":"阿里这种垃圾企业 能活到今天已经是社会对他的很大仁慈了","html":"阿里这种垃圾企业 能活到今天已经是社会对他的很大仁慈了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":232620736565264,"gmtCreate":1697800499035,"gmtModify":1697800503585,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>卖厂房转租,如果手上有大量订单这方案可行,但是现在根本没订单这个做法就是联合外部侵吞公司核心资产而已,定高价房租水电等,到时候交不起房租然后公司设备地房租,等于1200万偷偷把公司抢过来,把股民和股东以及债主都全部坑杀。老贾真是狠人。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>卖厂房转租,如果手上有大量订单这方案可行,但是现在根本没订单这个做法就是联合外部侵吞公司核心资产而已,定高价房租水电等,到时候交不起房租然后公司设备地房租,等于1200万偷偷把公司抢过来,把股民和股东以及债主都全部坑杀。老贾真是狠人。","text":"$Faraday Future(FFIE)$ 卖厂房转租,如果手上有大量订单这方案可行,但是现在根本没订单这个做法就是联合外部侵吞公司核心资产而已,定高价房租水电等,到时候交不起房租然后公司设备地房租,等于1200万偷偷把公司抢过来,把股民和股东以及债主都全部坑杀。老贾真是狠人。","images":[{"img":"https://static.tigerbbs.com/e37d47b21a9e35152aee0923cd4a2fde","width":"481","height":"351"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/232620736565264","isVote":1,"tweetType":1,"viewCount":2539,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555136433661721","authorId":"3555136433661721","name":"yt60156015","avatar":"https://static.tigerbbs.com/1aabca619a4578423eb9296e72f5a172","crmLevel":2,"crmLevelSwitch":0,"idStr":"3555136433661721","authorIdStr":"3555136433661721"},"content":"点赞竟然不计数。取消了点赞计数为负1。这危机公关是无所不用其极啊。可没有卵用,你不可能一直欺骗所有人,老假。","text":"点赞竟然不计数。取消了点赞计数为负1。这危机公关是无所不用其极啊。可没有卵用,你不可能一直欺骗所有人,老假。","html":"点赞竟然不计数。取消了点赞计数为负1。这危机公关是无所不用其极啊。可没有卵用,你不可能一直欺骗所有人,老假。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":288513128370216,"gmtCreate":1711459992107,"gmtModify":1711459994249,"author":{"id":"9000000000000214","authorId":"9000000000000214","name":"红杉树森林","avatar":"https://static.tigerbbs.com/515d4bfbb9ef7ac3bcaf5bade8dd0ba2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000214","authorIdStr":"9000000000000214"},"themes":[],"htmlText":"比如蔚来,虽然卖国内最贵的价钱,用最好的料,三年多开下来,基乎没有任何问题,但驾驶质感与同价位的BBA还是有不少差距,说实话,真的不是有钱用好料就能造出真正的好车。 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蔚来23年仅上半年净亏损超100亿,亏损远超赛力斯。销量也远不如赛力斯问界,然而现在蔚来市值1300亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/261598162616320","isVote":1,"tweetType":1,"viewCount":4738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}