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EV_爱好者88
EV_爱好者88
·
02-23
$特斯拉(TSLA)$
是否正在准备像
$英伟达(NVDA)$
那样的突破？在我看来，自动驾驶和Optimus的潜力相当可观。大家怎么看？
看
215
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EV_爱好者88
EV_爱好者88
·
02-16
竞争不会到来。不仅
$特斯拉(TSLA)$
将拥有最大的Robotaxi车队（得益于多个超级工厂），而且它还有巨大的基础设施优势——服务中心、充电桩和全球范围的员工。
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453
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EV_爱好者88
EV_爱好者88
·
02-03
入手
$特斯拉(TSLA)$
就像从翻盖机换到iPhone。用过
$特斯拉(TSLA)$
就回不去了。谁有同感？
看
571
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EV_爱好者88
EV_爱好者88
·
01-07
$蔚来(NIO)$
被低估得太夸张了。收入超过16亿美元每月。年收入200亿美元，股价不到销售额的0.4倍。
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1,834
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2
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EV_爱好者88
EV_爱好者88
·
01-05
ARK Invest的Cathie Wood强调自动驾驶领域将迎来关键发展，她在年度展望中指出："我们刚经历创新突破之年，这将被视为自动驾驶出租车元年。Waymo此前推进稳健，而
$特斯拉(TSLA)$
已在奥斯汀启动项目，目前两家企业均加速扩张。"她高度看好技术浪潮，
$特斯拉(TSLA)$
的自动驾驶出租车项目即将启动量产。与此同时欧洲监管审批进程推进，ARK预测自动驾驶服务未来将占
$特斯拉(TSLA)$
企业价值的绝大部分。
看
935
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EV_爱好者88
EV_爱好者88
·
2025-12-10
$蔚来(NIO)$
在欧洲市场逐渐打开局面，利润率明显改善，年度销售数据亮眼。目前目标价位看到八美元。
看
1,328
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1
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EV_爱好者88
EV_爱好者88
·
2025-12-02
$Rivian Automotive, Inc.(RIVN)$
年销4万辆车，市值却是
$蔚来(NIO)$
的五倍，烧钱速度堪比火箭。反观
$蔚来(NIO)$
月销4万辆，手握50亿刀现金，这季度还实现盈利。华尔街的逻辑总是这么清新脱俗。
看
5,272
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1
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4
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EV_爱好者88
EV_爱好者88
·
2025-11-27
持有
$特斯拉(TSLA)$
已逾六载，一股未抛。如今这份坚守让我能安心退休，这波躺赢操作堪称妙哉。佛系持股真省心，偶尔瞅眼账户就能笑逐颜开，大道至简的快乐不过如此。
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1,560
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2
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3
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EV_爱好者88
EV_爱好者88
·
2025-11-18
比尔盖茨最近回补了
$特斯拉(TSLA)$
65%的空头仓位，这可是88亿美刀啊！空头弟兄们悠着点，大佬这波操作明显是闻到肉香了
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9,285
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2
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2
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EV_爱好者88
EV_爱好者88
·
2025-11-14
$特斯拉(TSLA)$
的长线增长故事早已不是电动车这么简单了。真正的战场在机器人、自动驾驶和车载AI算力。这些领域最大的瓶颈是什么？散热和能耗！硅基芯片已经摸到物理极限，总不能往车里塞数据中心级别的显卡吧？
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那样的突破？在我看来，自动驾驶和Optimus的潜力相当可观。大家怎么看？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535692987073104","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533129018134648,"gmtCreate":1771176955000,"gmtModify":1771225612883,"author":{"id":"10000000000010589","authorId":"10000000000010589","name":"EV_爱好者88","avatar":"https://static.tigerbbs.com/a296642bb2d694378eb1053e0ea3d98a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010589","idStr":"10000000000010589"},"themes":[],"title":"","htmlText":"竞争不会到来。不仅<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>将拥有最大的Robotaxi车队（得益于多个超级工厂），而且它还有巨大的基础设施优势——服务中心、充电桩和全球范围的员工。","listText":"竞争不会到来。不仅<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>就像从翻盖机换到iPhone。用过<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>就回不去了。谁有同感？","text":"入手$特斯拉(TSLA)$ 就像从翻盖机换到iPhone。用过$特斯拉(TSLA)$ 就回不去了。谁有同感？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528660099428712","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519122597057256,"gmtCreate":1767753708000,"gmtModify":1767873253755,"author":{"id":"10000000000010589","authorId":"10000000000010589","name":"EV_爱好者88","avatar":"https://static.tigerbbs.com/a296642bb2d694378eb1053e0ea3d98a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010589","idStr":"10000000000010589"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>被低估得太夸张了。收入超过16亿美元每月。年收入200亿美元，股价不到销售额的0.4倍。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>被低估得太夸张了。收入超过16亿美元每月。年收入200亿美元，股价不到销售额的0.4倍。","text":"$蔚来(NIO)$ 被低估得太夸张了。收入超过16亿美元每月。年收入200亿美元，股价不到销售额的0.4倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/519122597057256","isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474497224305040","authorId":"3474497224305040","name":"交易幽灵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3474497224305040","idStr":"3474497224305040"},"content":"不是这么估值的兄弟。","text":"不是这么估值的兄弟。","html":"不是这么估值的兄弟。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518263704568264,"gmtCreate":1767555695000,"gmtModify":1767606066540,"author":{"id":"10000000000010589","authorId":"10000000000010589","name":"EV_爱好者88","avatar":"https://static.tigerbbs.com/a296642bb2d694378eb1053e0ea3d98a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010589","idStr":"10000000000010589"},"themes":[],"title":"","htmlText":"ARK Invest的Cathie Wood强调自动驾驶领域将迎来关键发展，她在年度展望中指出：\"我们刚经历创新突破之年，这将被视为自动驾驶出租车元年。Waymo此前推进稳健，而<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>已在奥斯汀启动项目，目前两家企业均加速扩张。\"她高度看好技术浪潮，<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>的自动驾驶出租车项目即将启动量产。与此同时欧洲监管审批进程推进，ARK预测自动驾驶服务未来将占<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>企业价值的绝大部分。","listText":"ARK Invest的Cathie Wood强调自动驾驶领域将迎来关键发展，她在年度展望中指出：\"我们刚经历创新突破之年，这将被视为自动驾驶出租车元年。Waymo此前推进稳健，而<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>已在奥斯汀启动项目，目前两家企业均加速扩张。\"她高度看好技术浪潮，<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>的自动驾驶出租车项目即将启动量产。与此同时欧洲监管审批进程推进，ARK预测自动驾驶服务未来将占<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>企业价值的绝大部分。","text":"ARK Invest的Cathie Wood强调自动驾驶领域将迎来关键发展，她在年度展望中指出：\"我们刚经历创新突破之年，这将被视为自动驾驶出租车元年。Waymo此前推进稳健，而$特斯拉(TSLA)$ 已在奥斯汀启动项目，目前两家企业均加速扩张。\"她高度看好技术浪潮，$特斯拉(TSLA)$ 的自动驾驶出租车项目即将启动量产。与此同时欧洲监管审批进程推进，ARK预测自动驾驶服务未来将占$特斯拉(TSLA)$ 企业价值的绝大部分。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518263704568264","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509085889966184,"gmtCreate":1765315531000,"gmtModify":1765354069220,"author":{"id":"10000000000010589","authorId":"10000000000010589","name":"EV_爱好者88","avatar":"https://static.tigerbbs.com/a296642bb2d694378eb1053e0ea3d98a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010589","idStr":"10000000000010589"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>在欧洲市场逐渐打开局面，利润率明显改善，年度销售数据亮眼。目前目标价位看到八美元。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>在欧洲市场逐渐打开局面，利润率明显改善，年度销售数据亮眼。目前目标价位看到八美元。","text":"$蔚来(NIO)$ 在欧洲市场逐渐打开局面，利润率明显改善，年度销售数据亮眼。目前目标价位看到八美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509085889966184","isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506285043093656,"gmtCreate":1764624549000,"gmtModify":1764661992810,"author":{"id":"10000000000010589","authorId":"10000000000010589","name":"EV_爱好者88","avatar":"https://static.tigerbbs.com/a296642bb2d694378eb1053e0ea3d98a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010589","idStr":"10000000000010589"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$ </a>年销4万辆车，市值却是<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>的五倍，烧钱速度堪比火箭。反观<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>月销4万辆，手握50亿刀现金，这季度还实现盈利。华尔街的逻辑总是这么清新脱俗。","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$ </a>年销4万辆车，市值却是<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>的五倍，烧钱速度堪比火箭。反观<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>月销4万辆，手握50亿刀现金，这季度还实现盈利。华尔街的逻辑总是这么清新脱俗。","text":"$Rivian Automotive, Inc.(RIVN)$ 年销4万辆车，市值却是$蔚来(NIO)$ 的五倍，烧钱速度堪比火箭。反观$蔚来(NIO)$ 月销4万辆，手握50亿刀现金，这季度还实现盈利。华尔街的逻辑总是这么清新脱俗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/506285043093656","isVote":1,"tweetType":1,"viewCount":5272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.tigerbbs.com/6ee74a010c0dd3e10097f3ecd2b5a827","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3457517955991377","idStr":"3457517955991377"},"content":"华尔街对美企还是有偏爱，对中企蔚来比较陌生","text":"华尔街对美企还是有偏爱，对中企蔚来比较陌生","html":"华尔街对美企还是有偏爱，对中企蔚来比较陌生"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504663047860296,"gmtCreate":1764178195000,"gmtModify":1764264541718,"author":{"id":"10000000000010589","authorId":"10000000000010589","name":"EV_爱好者88","avatar":"https://static.tigerbbs.com/a296642bb2d694378eb1053e0ea3d98a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010589","idStr":"10000000000010589"},"themes":[],"title":"","htmlText":"持有<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>已逾六载，一股未抛。如今这份坚守让我能安心退休，这波躺赢操作堪称妙哉。佛系持股真省心，偶尔瞅眼账户就能笑逐颜开，大道至简的快乐不过如此。","listText":"持有<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>已逾六载，一股未抛。如今这份坚守让我能安心退休，这波躺赢操作堪称妙哉。佛系持股真省心，偶尔瞅眼账户就能笑逐颜开，大道至简的快乐不过如此。","text":"持有$特斯拉(TSLA)$ 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