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秘密你
秘密你
·
05-18
$特斯拉(TSLA)$
老马在特斯拉平台应该呈现三个阶段：“电动车—AI—可持续巨型能源”。我们现在正处于AI阶段的开局拐点，这是第二曲线。一旦第三阶段能成功，将是巨变。
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秘密你
秘密你
·
05-18
$蔚来(NIO)$
蔚来发布首个量产紧急自主靠边停车功能，这个功能非常值得各个车企学习，这才是智能辅助驾驶最基础的、紧急时刻能救命的功能，对比一些车企对智驾的营销噱头，可以说是高下立判。不得不说，蔚来确实是一家价值观非常正的公司。在全行业标配AEBS的当下，这才是车企需要去开发和效仿的基础功能，真正的立足于消费者的生命安全，而不是通过营销PPT，盲目夸大智能化，不尊重汽车制造业，不踏实搞研发投入，最后闹出事故，不仅遭到了流量的反噬，甚至还影响整个行业加快发展的节奏。
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秘密你
秘密你
·
05-14
$蔚来(NIO)$
4美元附近的NIO可以赌一个未来，因为李斌说了：管理层面坚定推进降本增效，蔚来经营表现会逐个季度得到改善，他“很笃定第四季度会实现盈利
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秘密你
秘密你
·
05-14
$特斯拉(TSLA)$
我们很可能低估了特斯拉FSD和Optimus的进化速度。尤其是老马这种量产狂人。老马说现在这个跳舞机器人离最终版本还很远，又说现在机器人每天都在办公室24小时做事，需要的时候自己会去充电。同时很多人哪怕一直看好特斯拉的都认为（结合财报和商业逻辑）6月1日应该是很小的车队，而且还有很多限制。但是看现在Ashok还有时间接受播客采访，Tesla AI团队还能抽空升级个V13.2.9版本来看，Tesla官方推特不断挑逗Robotaxi马上就来的那股子劲，可能很多东西都比预期的顺利。甚至可负担的车型推出都在加速。视速度为唯一护城河的特斯拉，可能真的回来了
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秘密你
秘密你
·
05-14
$蔚来(NIO)$
边际大幅改善。新款5566还没真正上阵的情况下得以边际改善，继续好好干，降本！降本！降本！加电！
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711
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秘密你
秘密你
·
05-14
$特斯拉(TSLA)$
估计可以335-339价位上车. 大机率持续牛市. 可以长拿了
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秘密你
秘密你
·
05-13
$小鹏汽车(XPEV)$
今天大成交突破了，明天就算回调，再多也就调整几天，如果够强势，可能低开高走也不一定，这个月看前高106不变。
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秘密你
秘密你
·
05-13
$特斯拉(TSLA)$
特斯拉将会火爆2025。要相信Robotaxi，相信马斯克，TSLA将会是今年最火的股票，如果Robotaxi克服困难，六月底前到达400是完全没问题的
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秘密你
秘密你
·
05-10
$小鹏汽车(XPEV)$
蓄势待发开始启动！先站稳20美元。再说吧⋯⋯五月份走势27+ 小鹏加油👏
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秘密你
秘密你
·
05-10
$特斯拉(TSLA)$
今年一定700。今年预期比去年前年都要光明，六月就有无人计程车，年底还有无监督FSD，去年两个都没有都能488了，况且川普已经跟大家说快去买股票，等关税搞定就要开始减税了，两个叠加大盘创高是必然的，大盘高，特斯拉当然也会更高高。
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4美元附近的NIO可以赌一个未来，因为李斌说了：管理层面坚定推进降本增效，蔚来经营表现会逐个季度得到改善，他“很笃定第四季度会实现盈利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/435130914255024","isVote":1,"tweetType":1,"viewCount":2543,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"forcec","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3518983480179242","idStr":"3518983480179242"},"content":"李斌的诺言哪句兑现了？","text":"李斌的诺言哪句兑现了？","html":"李斌的诺言哪句兑现了？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435130512191720,"gmtCreate":1747235932617,"gmtModify":1747235934596,"author":{"id":"10000000000010482","authorId":"10000000000010482","name":"秘密你","avatar":"https://static.tigerbbs.com/7f995502c6484b6b8d742969ce8ce9cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010482","idStr":"10000000000010482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 我们很可能低估了特斯拉FSD和Optimus的进化速度。尤其是老马这种量产狂人。老马说现在这个跳舞机器人离最终版本还很远，又说现在机器人每天都在办公室24小时做事，需要的时候自己会去充电。同时很多人哪怕一直看好特斯拉的都认为（结合财报和商业逻辑）6月1日应该是很小的车队，而且还有很多限制。但是看现在Ashok还有时间接受播客采访，Tesla AI团队还能抽空升级个V13.2.9版本来看，Tesla官方推特不断挑逗Robotaxi马上就来的那股子劲，可能很多东西都比预期的顺利。甚至可负担的车型推出都在加速。视速度为唯一护城河的特斯拉，可能真的回来了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <v-v data-views=\"1\"></v-v> 我们很可能低估了特斯拉FSD和Optimus的进化速度。尤其是老马这种量产狂人。老马说现在这个跳舞机器人离最终版本还很远，又说现在机器人每天都在办公室24小时做事，需要的时候自己会去充电。同时很多人哪怕一直看好特斯拉的都认为（结合财报和商业逻辑）6月1日应该是很小的车队，而且还有很多限制。但是看现在Ashok还有时间接受播客采访，Tesla AI团队还能抽空升级个V13.2.9版本来看，Tesla官方推特不断挑逗Robotaxi马上就来的那股子劲，可能很多东西都比预期的顺利。甚至可负担的车型推出都在加速。视速度为唯一护城河的特斯拉，可能真的回来了","text":"$特斯拉(TSLA)$ 我们很可能低估了特斯拉FSD和Optimus的进化速度。尤其是老马这种量产狂人。老马说现在这个跳舞机器人离最终版本还很远，又说现在机器人每天都在办公室24小时做事，需要的时候自己会去充电。同时很多人哪怕一直看好特斯拉的都认为（结合财报和商业逻辑）6月1日应该是很小的车队，而且还有很多限制。但是看现在Ashok还有时间接受播客采访，Tesla AI团队还能抽空升级个V13.2.9版本来看，Tesla官方推特不断挑逗Robotaxi马上就来的那股子劲，可能很多东西都比预期的顺利。甚至可负担的车型推出都在加速。视速度为唯一护城河的特斯拉，可能真的回来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435130512191720","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434925697573024,"gmtCreate":1747186006808,"gmtModify":1747186008513,"author":{"id":"10000000000010482","authorId":"10000000000010482","name":"秘密你","avatar":"https://static.tigerbbs.com/7f995502c6484b6b8d742969ce8ce9cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010482","idStr":"10000000000010482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 边际大幅改善。新款5566还没真正上阵的情况下得以边际改善，继续好好干，降本！降本！降本！加电！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v> 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估计可以335-339价位上车. 大机率持续牛市. 可以长拿了","text":"$特斯拉(TSLA)$ 估计可以335-339价位上车. 大机率持续牛市. 可以长拿了","images":[{"img":"https://static.tigerbbs.com/1cee4cd29f3c81bac458bc232707cf2f","width":"288","height":"288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434925686509728","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":434568254730400,"gmtCreate":1747098740489,"gmtModify":1747098742670,"author":{"id":"10000000000010482","authorId":"10000000000010482","name":"秘密你","avatar":"https://static.tigerbbs.com/7f995502c6484b6b8d742969ce8ce9cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010482","idStr":"10000000000010482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <v-v data-views=\"1\"></v-v> 今天大成交突破了，明天就算回调，再多也就调整几天，如果够强势，可能低开高走也不一定，这个月看前高106不变。","listText":"<a 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