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漩鸣飞
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漩鸣飞
漩鸣飞
·
2024-09-19
谁敢坐[惊讶]
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漩鸣飞
漩鸣飞
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2024-02-07
赶上了哟～[开心][开心]
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漩鸣飞
漩鸣飞
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2024-02-02
往年都会吃鱼，大年三十吃一半，放到第二天再吃一半，寓意年年有余。不过后来家人信佛，不忍心杀鱼，就没再继续了[开心]
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漩鸣飞
漩鸣飞
·
2023-11-14
$苹果(AAPL)$
哈哈哈pick me, pick me!!![开心]
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漩鸣飞
漩鸣飞
·
2023-05-26
$台积电(TSM)$
唉…
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漩鸣飞
漩鸣飞
·
2021-08-05
$Datadog(DDOG)$
今天咋了？财报飙了？
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漩鸣飞
漩鸣飞
·
2021-01-26
$Jumia Technologies AG(JMIA)$
要开始割韭菜了吗[摊手]
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漩鸣飞
漩鸣飞
·
2021-01-15
$Jumia Technologies AG(JMIA)$
讲真不看好，之前做大型人民币基金的朋友投过印度电商品牌，他们跟了小半年，报到投决会的调研结论是印度电商都比非洲电商靠谱、有潜力，非洲这个纯粹炒上去的[汗颜] [汗颜] 市场相当落后，各方面配套都不够发达，烧钱烧了那么多年，要想起来还早得很…
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漩鸣飞
漩鸣飞
·
2020-10-12
其实我觉得苹果迟早要搬走的，现在中国劳动力明显比印度贵，成本优势在慢慢变小（或许已经很小了，没仔细研究过，不好判断），而且科技方面苹果也可以带着印度慢慢发展，就像当初带着中国一样。即使印度方面还有一个发展周期，需要时间，苹果也会一边够着中国（慢慢退出，除非有很吸引的政策或者好处），一边布局印度。个人觉得这才是最聪明的做法。还有消费方面，不管苹果是否退出中国，他的销售量在中国应该影响也不大。除此之外就是中国的人口红利、素质、发达的物流和工厂，这些放在以前我们也没有，有的就是人而已，其实和印度差别也不是太大。其实去了解国内外其他企业的文章、打法、布局，不难发现现在几乎全世界（包括中国自己）的企业家都把印度当成第二个中国。在未来某个阶段迟早会达到的。至于苹果一开始的不回应，也许是不想得罪中国，也不想得罪川普。大家都说，不要看这人是怎么说的，要看他是怎么做的不是吗。啰嗦了这么多，我又突然想起个事，其实要说素质问题，有些印度人教育蛮好的，英语几乎就是母语，国外名校、名企们不乏印度高管，而且这些人还在大幅增加。我也不了解印度的具体情况，但我觉得单从苹果，以及其他也在布局印度的企业来看，他们这么做一定是有很好的理由的，并且一定程度上是利于企业的。
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漩鸣飞
漩鸣飞
·
2020-08-07
$Datadog(DDOG)$
38的本我怕谁，抄他！[得意]
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href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>讲真不看好，之前做大型人民币基金的朋友投过印度电商品牌，他们跟了小半年，报到投决会的调研结论是印度电商都比非洲电商靠谱、有潜力，非洲这个纯粹炒上去的[汗颜] [汗颜] 市场相当落后，各方面配套都不够发达，烧钱烧了那么多年，要想起来还早得很…","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>讲真不看好，之前做大型人民币基金的朋友投过印度电商品牌，他们跟了小半年，报到投决会的调研结论是印度电商都比非洲电商靠谱、有潜力，非洲这个纯粹炒上去的[汗颜] [汗颜] 市场相当落后，各方面配套都不够发达，烧钱烧了那么多年，要想起来还早得很…","text":"$Jumia Technologies AG(JMIA)$讲真不看好，之前做大型人民币基金的朋友投过印度电商品牌，他们跟了小半年，报到投决会的调研结论是印度电商都比非洲电商靠谱、有潜力，非洲这个纯粹炒上去的[汗颜] [汗颜] 市场相当落后，各方面配套都不够发达，烧钱烧了那么多年，要想起来还早得很…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/335739089","isVote":1,"tweetType":1,"viewCount":6234,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559792947479107","authorId":"3559792947479107","name":"VioletSolo","avatar":"https://static.tigerbbs.com/c2e8aa29e798180818e0996779f3fe5f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3559792947479107","authorIdStr":"3559792947479107"},"content":"17的时候我都看空 但股票 不就是这样吗 隔壁尼古拉新能源造假都爆出来了还照样涨","text":"17的时候我都看空 但股票 不就是这样吗 隔壁尼古拉新能源造假都爆出来了还照样涨","html":"17的时候我都看空 但股票 不就是这样吗 隔壁尼古拉新能源造假都爆出来了还照样涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309995688,"gmtCreate":1602512884544,"gmtModify":1703826814468,"author":{"id":"107222779878690","authorId":"107222779878690","name":"漩鸣飞","avatar":"https://static.laohu8.com/6f7b4dae54e4befb8d9648f202d4b323","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107222779878690","authorIdStr":"107222779878690"},"themes":[],"htmlText":"其实我觉得苹果迟早要搬走的，现在中国劳动力明显比印度贵，成本优势在慢慢变小（或许已经很小了，没仔细研究过，不好判断），而且科技方面苹果也可以带着印度慢慢发展，就像当初带着中国一样。即使印度方面还有一个发展周期，需要时间，苹果也会一边够着中国（慢慢退出，除非有很吸引的政策或者好处），一边布局印度。个人觉得这才是最聪明的做法。还有消费方面，不管苹果是否退出中国，他的销售量在中国应该影响也不大。除此之外就是中国的人口红利、素质、发达的物流和工厂，这些放在以前我们也没有，有的就是人而已，其实和印度差别也不是太大。其实去了解国内外其他企业的文章、打法、布局，不难发现现在几乎全世界（包括中国自己）的企业家都把印度当成第二个中国。在未来某个阶段迟早会达到的。至于苹果一开始的不回应，也许是不想得罪中国，也不想得罪川普。大家都说，不要看这人是怎么说的，要看他是怎么做的不是吗。啰嗦了这么多，我又突然想起个事，其实要说素质问题，有些印度人教育蛮好的，英语几乎就是母语，国外名校、名企们不乏印度高管，而且这些人还在大幅增加。我也不了解印度的具体情况，但我觉得单从苹果，以及其他也在布局印度的企业来看，他们这么做一定是有很好的理由的，并且一定程度上是利于企业的。","listText":"其实我觉得苹果迟早要搬走的，现在中国劳动力明显比印度贵，成本优势在慢慢变小（或许已经很小了，没仔细研究过，不好判断），而且科技方面苹果也可以带着印度慢慢发展，就像当初带着中国一样。即使印度方面还有一个发展周期，需要时间，苹果也会一边够着中国（慢慢退出，除非有很吸引的政策或者好处），一边布局印度。个人觉得这才是最聪明的做法。还有消费方面，不管苹果是否退出中国，他的销售量在中国应该影响也不大。除此之外就是中国的人口红利、素质、发达的物流和工厂，这些放在以前我们也没有，有的就是人而已，其实和印度差别也不是太大。其实去了解国内外其他企业的文章、打法、布局，不难发现现在几乎全世界（包括中国自己）的企业家都把印度当成第二个中国。在未来某个阶段迟早会达到的。至于苹果一开始的不回应，也许是不想得罪中国，也不想得罪川普。大家都说，不要看这人是怎么说的，要看他是怎么做的不是吗。啰嗦了这么多，我又突然想起个事，其实要说素质问题，有些印度人教育蛮好的，英语几乎就是母语，国外名校、名企们不乏印度高管，而且这些人还在大幅增加。我也不了解印度的具体情况，但我觉得单从苹果，以及其他也在布局印度的企业来看，他们这么做一定是有很好的理由的，并且一定程度上是利于企业的。","text":"其实我觉得苹果迟早要搬走的，现在中国劳动力明显比印度贵，成本优势在慢慢变小（或许已经很小了，没仔细研究过，不好判断），而且科技方面苹果也可以带着印度慢慢发展，就像当初带着中国一样。即使印度方面还有一个发展周期，需要时间，苹果也会一边够着中国（慢慢退出，除非有很吸引的政策或者好处），一边布局印度。个人觉得这才是最聪明的做法。还有消费方面，不管苹果是否退出中国，他的销售量在中国应该影响也不大。除此之外就是中国的人口红利、素质、发达的物流和工厂，这些放在以前我们也没有，有的就是人而已，其实和印度差别也不是太大。其实去了解国内外其他企业的文章、打法、布局，不难发现现在几乎全世界（包括中国自己）的企业家都把印度当成第二个中国。在未来某个阶段迟早会达到的。至于苹果一开始的不回应，也许是不想得罪中国，也不想得罪川普。大家都说，不要看这人是怎么说的，要看他是怎么做的不是吗。啰嗦了这么多，我又突然想起个事，其实要说素质问题，有些印度人教育蛮好的，英语几乎就是母语，国外名校、名企们不乏印度高管，而且这些人还在大幅增加。我也不了解印度的具体情况，但我觉得单从苹果，以及其他也在布局印度的企业来看，他们这么做一定是有很好的理由的，并且一定程度上是利于企业的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309995688","repostId":"2074383748","repostType":4,"isVote":1,"tweetType":1,"viewCount":3459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944178045,"gmtCreate":1596811783987,"gmtModify":1704213755841,"author":{"id":"107222779878690","authorId":"107222779878690","name":"漩鸣飞","avatar":"https://static.laohu8.com/6f7b4dae54e4befb8d9648f202d4b323","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"107222779878690","authorIdStr":"107222779878690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$</a>38的本我怕谁，抄他！[得意] ","listText":"<a href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$</a>38的本我怕谁，抄他！[得意] ","text":"$Datadog(DDOG)$38的本我怕谁，抄他！[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944178045","isVote":1,"tweetType":1,"viewCount":4573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}