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tigerSouth
IP属地：中国香港
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tigerSouth
tigerSouth
·
2024-03-13
$BOSS直聘(BZ)$
现金收款的环比增速下来了，四季度是旺季，估计明年增速下来了
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tigerSouth
tigerSouth
·
2023-02-15
理想没在年底之前突破100，好在2月1日突破了100。下一个建议是猎聘，一年内翻倍，立帖看看
@同道猎聘
$同道猎聘(06100)$
//
@tigerSouth
:立个帖子，年底港股破百//
@tigerSouth
: 对理想态度变化转看多了。平掉了空仓，做了点多
@tigerSouth：
$理想汽车(LI)$交付数据没有什么变化，涨的诡异，是某个大股东想拉高套现？
$理想汽车(LI)$交付数据没有什么变化，涨的诡异，是某个大股东想拉高套现？
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tigerSouth
tigerSouth
·
2022-11-17
$拼多多(PDD)$
未来一段时间，不要轻易做空。对于做错的包容性会比较低。对于做多的包容性会比较高
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tigerSouth
tigerSouth
·
2022-11-10
立个帖子，年底港股破百//
@tigerSouth
: 对理想态度变化转看多了。平掉了空仓，做了点多
@tigerSouth：
$理想汽车(LI)$交付数据没有什么变化，涨的诡异，是某个大股东想拉高套现？
$理想汽车(LI)$交付数据没有什么变化，涨的诡异，是某个大股东想拉高套现？
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3,093
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tigerSouth
tigerSouth
·
2022-11-03
对理想态度变化转看多了。平掉了空仓，做了点多
@tigerSouth：
$理想汽车(LI)$交付数据没有什么变化，涨的诡异，是某个大股东想拉高套现？
$理想汽车(LI)$交付数据没有什么变化，涨的诡异，是某个大股东想拉高套现？
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tigerSouth
tigerSouth
·
2022-11-03
平掉了小鹏的空仓，距离一个半月前发帖时差不多跌了一半//
@tigerSouth
: 其实公司是努力想做事情的公司，小鹏总也是想努力创新的企业家。问题在于整个行业估值过高，泡沫太大。预计应该再有50%的跌幅
@tigerSouth：
$小鹏汽车(XPEV)$最后的出逃机会。连创始人回购的招数都用了，看来产品和销售方面没啥新的办法了。对比腾讯都回购那么多了，还是照样跌
$小鹏汽车(XPEV)$最后的出逃机会。连创始人回购的招数都用了，看来产品和销售方面没啥新的办法了。对比腾讯都回购那么多了，还是照样跌
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tigerSouth
tigerSouth
·
2022-11-02
$理想汽车(LI)$
交付数据没有什么变化，涨的诡异，是某个大股东想拉高套现？
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tigerSouth
tigerSouth
·
2022-10-11
距离发贴已经跌了接近40%//
@tigerSouth
: 其实公司是努力想做事情的公司，小鹏总也是想努力创新的企业家。问题在于整个行业估值过高，泡沫太大。预计应该再有50%的跌幅
@tigerSouth：
$小鹏汽车(XPEV)$最后的出逃机会。连创始人回购的招数都用了，看来产品和销售方面没啥新的办法了。对比腾讯都回购那么多了，还是照样跌
$小鹏汽车(XPEV)$最后的出逃机会。连创始人回购的招数都用了，看来产品和销售方面没啥新的办法了。对比腾讯都回购那么多了，还是照样跌
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3,263
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tigerSouth
tigerSouth
·
2022-10-11
距离发帖时候5个交易日已经跌了接近30%，不过还是很高。虽然李想是个好的产品经理和企业家，但是估值泡沫太大，市场的激烈竞争不支持这个估值，假设25年能卖40万台车，每辆车赚1.5万。那时候新能源车的增速已经到了10%以下。可以10倍PE,也就是100亿美金的估值
@tigerSouth：
$理想汽车(LI)$有三个月的预定，才交付一万出头。不知道是产能出问题了还是需求出问题了。这样看下来短期有问题。当然长期的问题更大，肯定是不值这个市值的
$理想汽车(LI)$有三个月的预定，才交付一万出头。不知道是产能出问题了还是需求出问题了。这样看下来短期有问题。当然长期的问题更大，肯定是不值这个市值的
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tigerSouth
tigerSouth
·
2022-10-01
$理想汽车(LI)$
有三个月的预定，才交付一万出头。不知道是产能出问题了还是需求出问题了。这样看下来短期有问题。当然长期的问题更大，肯定是不值这个市值的
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对理想态度变化转看多了。平掉了空仓，做了点多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625634136","repostId":"665576331","repostType":1,"repost":{"id":665576331,"gmtCreate":1667400616924,"gmtModify":1667400618053,"author":{"id":"150675005628540","authorId":"150675005628540","name":"tigerSouth","avatar":"https://static.tigerbbs.com/e8b4ddcceddb937bff8b4c5045bcf5eb","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"150675005628540","idStr":"150675005628540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>交付数据没有什么变化，涨的诡异，是某个大股东想拉高套现？","listText":"<a 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href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>有三个月的预定，才交付一万出头。不知道是产能出问题了还是需求出问题了。这样看下来短期有问题。当然长期的问题更大，肯定是不值这个市值的","text":"$理想汽车(LI)$有三个月的预定，才交付一万出头。不知道是产能出问题了还是需求出问题了。这样看下来短期有问题。当然长期的问题更大，肯定是不值这个市值的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/668615260","isVote":1,"tweetType":1,"viewCount":12190,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"150675005628540","authorId":"150675005628540","name":"tigerSouth","avatar":"https://static.tigerbbs.com/e8b4ddcceddb937bff8b4c5045bcf5eb","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"150675005628540","idStr":"150675005628540"},"content":"距离发帖时候5个交易日已经跌了接近30%，不过还是很高。虽然李想是个好的产品经理和企业家，但是估值泡沫太大，市场的激烈竞争不支持这个估值，假设25年能卖40万台车，每辆车赚1.5万。那时候新能源车的增速已经到了10%以下。可以10倍PE,也就是100亿美金的估值","text":"距离发帖时候5个交易日已经跌了接近30%，不过还是很高。虽然李想是个好的产品经理和企业家，但是估值泡沫太大，市场的激烈竞争不支持这个估值，假设25年能卖40万台车，每辆车赚1.5万。那时候新能源车的增速已经到了10%以下。可以10倍PE,也就是100亿美金的估值","html":"距离发帖时候5个交易日已经跌了接近30%，不过还是很高。虽然李想是个好的产品经理和企业家，但是估值泡沫太大，市场的激烈竞争不支持这个估值，假设25年能卖40万台车，每辆车赚1.5万。那时候新能源车的增速已经到了10%以下。可以10倍PE,也就是100亿美金的估值"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}