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让时间见证一切
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让时间见证一切
让时间见证一切
·
2023-01-07
思路很清晰。
老虎锐评 | 马斯克做了他这半年来最正确的事
在讲特斯拉之前,我先说下日本央行。前段时间日本央行把10年利率的上限提高,全世界的经济学家都在说日本央行变鹰了,只有我在说日本央行继续放水。很多朋友给我分享了第三方的分析,我的第一句话就是,没有一个分
老虎锐评 | 马斯克做了他这半年来最正确的事
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让时间见证一切
让时间见证一切
·
2018-10-09
$朴新教育(NEW)$ 活着真好,价值投资不是盲目。在其他标的上早就赚回了这支票的亏损了。每次回来看看只是让自己不要犯当初同样的错。
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让时间见证一切
让时间见证一切
·
2018-08-06
$美光科技(MU)$ 又到关键位置咯。。
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让时间见证一切
让时间见证一切
·
2018-08-04
$朴新教育(NEW)$ 好久没看这股了,做股东的还好吗?
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让时间见证一切
让时间见证一切
·
2018-07-13
$爱奇艺(IQ)$ 今天老虎出了个安全示警,里面内容很简洁明了,老手就不多说了,特别是小白要记住了预防风险三种钱不赚,包发财的钱不赚,没风险的钱不赚,高收益的钱不赚。做股票研究基本面,研究技术面他只是让你的盈利能多一点概率,并不是百分百。参加群是一个交流群是可以的,结合大家的碎片知识丰富自己让自己成长是好的,如果是指导做股票我觉得还不如自己静心下来多看几本书。因为你自己都不懂信了别人哪怕前面都有盈利后面有一单就会让你血本无归,在市场无时无刻都有风险。
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让时间见证一切
让时间见证一切
·
2018-07-11
$美光科技(MU)$ 是不是觉得庄就盯着你手里那一百股,一买就跌,一卖就涨。
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让时间见证一切
让时间见证一切
·
2018-07-10
$美光科技(MU)$ 炒股人的进化之书
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让时间见证一切
让时间见证一切
·
2018-07-03
安心持有,少去看消息。
$美光科技(MU)$ 已建仓。
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安心持有,少去看消息。
让时间见证一切
让时间见证一切
·
2018-07-03
安心休息,乐逍遥。
$朴新教育(NEW)$ 投资,投机,都得有耐心,行情是磨人的。
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安心休息,乐逍遥。
让时间见证一切
让时间见证一切
·
2018-06-29
本月最大的收获就是懂得了策略做空。
$美光科技(MU)$ 以前就只是死多头,要不就是扛单或者空仓,现在还会做一些期权的策略来稳定自己的盈利。学无止境,尊重市场。做到稳定的盈利,磨合到最适合自己的交易手法。昨日空仓了,感觉行情还是不稳大盘在震方向不是很明朗,今日盘前表现看应该还会延续反弹的概率大些。
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本月最大的收获就是懂得了策略做空。
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Beyond。这家公司其实早就应该破产了,但是由于新冠期间资金的充裕(政府和私人),所以一直苟活着。看了华尔街日报的报道,有3个原因导致公司决定申请破产:1,再也没法融资;2,供应商不接受欠款;3,销售数据下降。这件事情就暗示着,随着<b>当前美国利率高企,私人融资环境紧张,全球消费都在降级,那么会有更多公司进入破产。电动车行业百花齐放不是常态,早就应该要有破产。</b></p><p><b>特斯拉选择在这个节骨眼上来打价格战,就像利用大盘下跌的时候,去做空有问题的股票。</b></p><p>对于绝大部分电动车企来说,现在正处于烧钱上产量的阶段,当然还有一些新的造车公司钱花了很多车还没造出来。但是特斯拉的产量已经上去,毛利也高,现在不打价格战难道等竞争对手都羽翼丰满再来打吗?</p><p>对于特斯拉来说,毛利率会下来,产量会上去,现在去就纠结“卖1辆车赚2块钱或者卖2辆车赚3块钱”哪个估值高没有太多意义,当下这个口,多头没有信心,空头信心爆棚,媒体又喜欢写特斯拉负面新闻,散户会更加信心不足。特斯拉采取的策略是自损100伤敌10000,现在大家的目光只集中在自损100上面,特斯拉短期股价必定难看。</p><p>昨晚港股市场中概电动先跌,可能跌幅还不够。特斯拉这个降价措施,没有任何一家电动车扛得住,不再是交付量问题,而是生存问题。跟着特斯拉一起降价,自己就是赔本生意,不跟着特斯拉一起降价,那交付量要暴跌。别说卖情怀了,经济利益面前,大家都会选择质优价廉的产品。除了电动车厂商,传统油车厂商也会如坐针毡。</p><p>当年<a href=\"https://laohu8.com/S/AAPL\">苹果</a>面对市场消费下滑的时候,也推出了低价版iPhone的策略,这一招直接把iPhone的销量拉上去了——当时资本市场也是关注iPhone的销量,和今天关注特斯拉的交付量一样。最后证明苹果这个举措非常聪明,好多安卓手机厂商都被逼死了。今天的特斯拉无疑是在复制苹果当年的策略。</p><p>不要去纠结特斯拉还会跌10%还是20%,更应该思考电动三宝是跌30%还是50%。当然,如果价格大战持续,那么国内主管部门约谈是有可能,特斯拉即使只降价2次,对三宝的生存就已经构成了危险。当中国人发现可以用买安卓手机的钱买苹果手机,谁还会去买安卓手机?特斯拉的降价策略应该会扩展到全球,现在老外传统车厂还在烧钱研发或者修厂房,进度比三宝还落后,生存更是令人担忧。</p><p>马斯克做了他这半年来最正确的事。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>老虎锐评 | 马斯克做了他这半年来最正确的事</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎锐评 | 马斯克做了他这半年来最正确的事\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2023-01-06 21:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在讲<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>之前,我先说下日本央行。前段时间日本央行把10年利率的上限提高,全世界的经济学家都在说日本央行变鹰了,只有我在说日本央行继续放水。很多朋友给我分享了第三方的分析,我的第一句话就是,没有一个分析说出来日本央行为什么要变鹰,动机都不分析怎么能说服我。昨天日本央行表态,不着急调整利率,最近日本央行还增加了债券回购。我们从汇率更能看出问题,下图红圈是日本央行12月20日宣布调整10年利率市场惊吓了市场,目前的日元汇率基本上收复了大部分失地。</p><p><img src=\"https://static.tigerbbs.com/e1cd31792877e60cb8c188ee0eea7a69\" tg-width=\"1866\" tg-height=\"815\" width=\"100%\" height=\"auto\"/></p><p>有时候市场就是会一致性错误认知,市场也会跟着错误的方向走,但是经过一段时间之后,市场还是会找准方向,但这个时间有时候会比较漫长。</p><p>特斯拉在中国宣布大幅降价,惊吓了全中国和全世界,现在特斯拉股价盘前跌6%。这个消息无疑会刺激特斯拉的空头再次出动,多头情绪崩溃(如果今天股价破100,那会再一次引发恐慌)。逻辑很简单,卖不出就要降价,降价就是不好的事情。特斯拉股价将继续承压,但我认为马斯克做了他这半年来最正确的事。</p><p>昨天有新闻说一家美国公司准备申请破产,Bed Bath Beyond。这家公司其实早就应该破产了,但是由于新冠期间资金的充裕(政府和私人),所以一直苟活着。看了华尔街日报的报道,有3个原因导致公司决定申请破产:1,再也没法融资;2,供应商不接受欠款;3,销售数据下降。这件事情就暗示着,随着<b>当前美国利率高企,私人融资环境紧张,全球消费都在降级,那么会有更多公司进入破产。电动车行业百花齐放不是常态,早就应该要有破产。</b></p><p><b>特斯拉选择在这个节骨眼上来打价格战,就像利用大盘下跌的时候,去做空有问题的股票。</b></p><p>对于绝大部分电动车企来说,现在正处于烧钱上产量的阶段,当然还有一些新的造车公司钱花了很多车还没造出来。但是特斯拉的产量已经上去,毛利也高,现在不打价格战难道等竞争对手都羽翼丰满再来打吗?</p><p>对于特斯拉来说,毛利率会下来,产量会上去,现在去就纠结“卖1辆车赚2块钱或者卖2辆车赚3块钱”哪个估值高没有太多意义,当下这个口,多头没有信心,空头信心爆棚,媒体又喜欢写特斯拉负面新闻,散户会更加信心不足。特斯拉采取的策略是自损100伤敌10000,现在大家的目光只集中在自损100上面,特斯拉短期股价必定难看。</p><p>昨晚港股市场中概电动先跌,可能跌幅还不够。特斯拉这个降价措施,没有任何一家电动车扛得住,不再是交付量问题,而是生存问题。跟着特斯拉一起降价,自己就是赔本生意,不跟着特斯拉一起降价,那交付量要暴跌。别说卖情怀了,经济利益面前,大家都会选择质优价廉的产品。除了电动车厂商,传统油车厂商也会如坐针毡。</p><p>当年<a href=\"https://laohu8.com/S/AAPL\">苹果</a>面对市场消费下滑的时候,也推出了低价版iPhone的策略,这一招直接把iPhone的销量拉上去了——当时资本市场也是关注iPhone的销量,和今天关注特斯拉的交付量一样。最后证明苹果这个举措非常聪明,好多安卓手机厂商都被逼死了。今天的特斯拉无疑是在复制苹果当年的策略。</p><p>不要去纠结特斯拉还会跌10%还是20%,更应该思考电动三宝是跌30%还是50%。当然,如果价格大战持续,那么国内主管部门约谈是有可能,特斯拉即使只降价2次,对三宝的生存就已经构成了危险。当中国人发现可以用买安卓手机的钱买苹果手机,谁还会去买安卓手机?特斯拉的降价策略应该会扩展到全球,现在老外传统车厂还在烧钱研发或者修厂房,进度比三宝还落后,生存更是令人担忧。</p><p>马斯克做了他这半年来最正确的事。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121380085","content_text":"在讲特斯拉之前,我先说下日本央行。前段时间日本央行把10年利率的上限提高,全世界的经济学家都在说日本央行变鹰了,只有我在说日本央行继续放水。很多朋友给我分享了第三方的分析,我的第一句话就是,没有一个分析说出来日本央行为什么要变鹰,动机都不分析怎么能说服我。昨天日本央行表态,不着急调整利率,最近日本央行还增加了债券回购。我们从汇率更能看出问题,下图红圈是日本央行12月20日宣布调整10年利率市场惊吓了市场,目前的日元汇率基本上收复了大部分失地。有时候市场就是会一致性错误认知,市场也会跟着错误的方向走,但是经过一段时间之后,市场还是会找准方向,但这个时间有时候会比较漫长。特斯拉在中国宣布大幅降价,惊吓了全中国和全世界,现在特斯拉股价盘前跌6%。这个消息无疑会刺激特斯拉的空头再次出动,多头情绪崩溃(如果今天股价破100,那会再一次引发恐慌)。逻辑很简单,卖不出就要降价,降价就是不好的事情。特斯拉股价将继续承压,但我认为马斯克做了他这半年来最正确的事。昨天有新闻说一家美国公司准备申请破产,Bed Bath Beyond。这家公司其实早就应该破产了,但是由于新冠期间资金的充裕(政府和私人),所以一直苟活着。看了华尔街日报的报道,有3个原因导致公司决定申请破产:1,再也没法融资;2,供应商不接受欠款;3,销售数据下降。这件事情就暗示着,随着当前美国利率高企,私人融资环境紧张,全球消费都在降级,那么会有更多公司进入破产。电动车行业百花齐放不是常态,早就应该要有破产。特斯拉选择在这个节骨眼上来打价格战,就像利用大盘下跌的时候,去做空有问题的股票。对于绝大部分电动车企来说,现在正处于烧钱上产量的阶段,当然还有一些新的造车公司钱花了很多车还没造出来。但是特斯拉的产量已经上去,毛利也高,现在不打价格战难道等竞争对手都羽翼丰满再来打吗?对于特斯拉来说,毛利率会下来,产量会上去,现在去就纠结“卖1辆车赚2块钱或者卖2辆车赚3块钱”哪个估值高没有太多意义,当下这个口,多头没有信心,空头信心爆棚,媒体又喜欢写特斯拉负面新闻,散户会更加信心不足。特斯拉采取的策略是自损100伤敌10000,现在大家的目光只集中在自损100上面,特斯拉短期股价必定难看。昨晚港股市场中概电动先跌,可能跌幅还不够。特斯拉这个降价措施,没有任何一家电动车扛得住,不再是交付量问题,而是生存问题。跟着特斯拉一起降价,自己就是赔本生意,不跟着特斯拉一起降价,那交付量要暴跌。别说卖情怀了,经济利益面前,大家都会选择质优价廉的产品。除了电动车厂商,传统油车厂商也会如坐针毡。当年苹果面对市场消费下滑的时候,也推出了低价版iPhone的策略,这一招直接把iPhone的销量拉上去了——当时资本市场也是关注iPhone的销量,和今天关注特斯拉的交付量一样。最后证明苹果这个举措非常聪明,好多安卓手机厂商都被逼死了。今天的特斯拉无疑是在复制苹果当年的策略。不要去纠结特斯拉还会跌10%还是20%,更应该思考电动三宝是跌30%还是50%。当然,如果价格大战持续,那么国内主管部门约谈是有可能,特斯拉即使只降价2次,对三宝的生存就已经构成了危险。当中国人发现可以用买安卓手机的钱买苹果手机,谁还会去买安卓手机?特斯拉的降价策略应该会扩展到全球,现在老外传统车厂还在烧钱研发或者修厂房,进度比三宝还落后,生存更是令人担忧。马斯克做了他这半年来最正确的事。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292668,"gmtCreate":1539094626851,"gmtModify":1704776595219,"author":{"id":"3453450794447750","authorId":"3453450794447750","name":"让时间见证一切","avatar":"https://static.tigerbbs.com/000dc9d423975603b2cf2bd123fb89ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453450794447750","authorIdStr":"3453450794447750"},"themes":[],"htmlText":"$朴新教育(NEW)$ 活着真好,价值投资不是盲目。在其他标的上早就赚回了这支票的亏损了。每次回来看看只是让自己不要犯当初同样的错。","listText":"$朴新教育(NEW)$ 活着真好,价值投资不是盲目。在其他标的上早就赚回了这支票的亏损了。每次回来看看只是让自己不要犯当初同样的错。","text":"$朴新教育(NEW)$ 活着真好,价值投资不是盲目。在其他标的上早就赚回了这支票的亏损了。每次回来看看只是让自己不要犯当初同样的错。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/292668","isVote":1,"tweetType":1,"viewCount":2439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236024,"gmtCreate":1533563796916,"gmtModify":1704769447747,"author":{"id":"3453450794447750","authorId":"3453450794447750","name":"让时间见证一切","avatar":"https://static.tigerbbs.com/000dc9d423975603b2cf2bd123fb89ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453450794447750","authorIdStr":"3453450794447750"},"themes":[],"htmlText":"$美光科技(MU)$ 又到关键位置咯。。","listText":"$美光科技(MU)$ 又到关键位置咯。。","text":"$美光科技(MU)$ 又到关键位置咯。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236024","isVote":1,"tweetType":1,"viewCount":1978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":235269,"gmtCreate":1533316928997,"gmtModify":1704898873951,"author":{"id":"3453450794447750","authorId":"3453450794447750","name":"让时间见证一切","avatar":"https://static.tigerbbs.com/000dc9d423975603b2cf2bd123fb89ec","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453450794447750","authorIdStr":"3453450794447750"},"themes":[],"htmlText":"$朴新教育(NEW)$ 好久没看这股了,做股东的还好吗?","listText":"$朴新教育(NEW)$ 好久没看这股了,做股东的还好吗?","text":"$朴新教育(NEW)$ 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