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Geinibei
IP属地：广东
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Geinibei
Geinibei
·
2021-12-04
$阿里巴巴(BABA)$
如此唏嘘啊 曾经中概的龙头往发行价走，事实证明中概股不是一个好的投资标的。除了当时抄底蔚来之外，真是太少好的投资机会了，有个别也是蓄意炒作。究其根本，还是体制问题导致不会有特别伟大的私营公司长期存在。养肥了总是要杀的，无论是大羊小羊。
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10
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Geinibei
Geinibei
·
2021-11-19
$Palantir Technologies Inc.(PLTR)$
决绝子，一查数据内部人士出售的股票已经大于上市时的股票了，不停的给自己发票再甩给散户，把内部持股数都刷成负的了。这么好的概念，有传奇色彩的创始人，为什么这么作自己呢？Peter为啥不想马斯克一样搞点大的呢？真的没有吸引长期持股人的想法，所以他只能局限于PayPal的成就，当时看好就是因为他和马斯克一起共事，我以为会有相同的眼光和格局。事实证明，马斯克只有一个，差距很大。
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6
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Geinibei
Geinibei
·
2021-11-10
$Palantir Technologies Inc.(PLTR)$
看什么时候内部出售停止吧，每个月几百万股的左右不停的出售，这么没信心么这帮老爷们？这个CEO已经快把股份卖干净了吧
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7
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Geinibei
Geinibei
·
2021-10-04
$Palantir Technologies Inc.(PLTR)$
无论公司理念多好，产品多牛，创始人不断卖出的股票一定要少投。ZM和这玩意今年最败两支
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4
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Geinibei
Geinibei
·
2021-08-31
$Zoom(ZM)$
创始人不断出货的股永远要小心
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4
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Geinibei
Geinibei
·
2021-07-22
$法拉第未来(FFIE)$
这大量的抛盘，今天起不来就是回十块慢慢跌成毛票
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1
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Geinibei
Geinibei
·
2021-07-12
$维珍银河(SPCE)$
太骚了 这是第二次高位增发了吧，绝了我觉得还能来多次，不停的多空双杀。
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Geinibei
Geinibei
·
2021-06-17
$好未来(TAL)$
放量下跌还没到底
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3
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Geinibei
Geinibei
·
2021-06-10
记住摩根一年多前给的10刀目标价就行了，比帖子的二逼还二。
特斯拉不好卖了？摩根大通做了实地调研
通过实地考察，摩根大通发现，特斯拉国内销量环比明显下降，智能电动车市场的竞争态势加剧。
特斯拉不好卖了？摩根大通做了实地调研
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Geinibei
Geinibei
·
2021-05-10
$洋葱集团(OG)$
这玩意真的会有人买么？ 所以上市意义是啥？高管拿去抵押么？
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href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>无论公司理念多好，产品多牛，创始人不断卖出的股票一定要少投。ZM和这玩意今年最败两支","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>无论公司理念多好，产品多牛，创始人不断卖出的股票一定要少投。ZM和这玩意今年最败两支","text":"$Palantir Technologies Inc.(PLTR)$无论公司理念多好，产品多牛，创始人不断卖出的股票一定要少投。ZM和这玩意今年最败两支","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820351435","isVote":1,"tweetType":1,"viewCount":3978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818597952,"gmtCreate":1630418179576,"gmtModify":1630418179576,"author":{"id":"3463540029776739","authorId":"3463540029776739","name":"Geinibei","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463540029776739","authorIdStr":"3463540029776739"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>创始人不断出货的股永远要小心","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>创始人不断出货的股永远要小心","text":"$Zoom(ZM)$创始人不断出货的股永远要小心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818597952","isVote":1,"tweetType":1,"viewCount":2988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172672814,"gmtCreate":1626961181238,"gmtModify":1626961181238,"author":{"id":"3463540029776739","authorId":"3463540029776739","name":"Geinibei","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463540029776739","authorIdStr":"3463540029776739"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$法拉第未来(FFIE)$</a> 这大量的抛盘，今天起不来就是回十块慢慢跌成毛票","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$法拉第未来(FFIE)$</a> 这大量的抛盘，今天起不来就是回十块慢慢跌成毛票","text":"$法拉第未来(FFIE)$ 这大量的抛盘，今天起不来就是回十块慢慢跌成毛票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172672814","isVote":1,"tweetType":1,"viewCount":3362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146737809,"gmtCreate":1626099032501,"gmtModify":1626099914478,"author":{"id":"3463540029776739","authorId":"3463540029776739","name":"Geinibei","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463540029776739","authorIdStr":"3463540029776739"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>太骚了 这是第二次高位增发了吧，绝了我觉得还能来多次，不停的多空双杀。","listText":"<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>太骚了 这是第二次高位增发了吧，绝了我觉得还能来多次，不停的多空双杀。","text":"$维珍银河(SPCE)$太骚了 这是第二次高位增发了吧，绝了我觉得还能来多次，不停的多空双杀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146737809","isVote":1,"tweetType":1,"viewCount":2802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168094233,"gmtCreate":1623943048722,"gmtModify":1623943048722,"author":{"id":"3463540029776739","authorId":"3463540029776739","name":"Geinibei","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463540029776739","authorIdStr":"3463540029776739"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>放量下跌还没到底","listText":"<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>放量下跌还没到底","text":"$好未来(TAL)$放量下跌还没到底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168094233","isVote":1,"tweetType":1,"viewCount":3218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183543537,"gmtCreate":1623337467629,"gmtModify":1623376445815,"author":{"id":"3463540029776739","authorId":"3463540029776739","name":"Geinibei","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463540029776739","authorIdStr":"3463540029776739"},"themes":[],"htmlText":"记住摩根一年多前给的10刀目标价就行了，比帖子的二逼还二。","listText":"记住摩根一年多前给的10刀目标价就行了，比帖子的二逼还二。","text":"记住摩根一年多前给的10刀目标价就行了，比帖子的二逼还二。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183543537","repostId":"2142292466","repostType":2,"repost":{"id":"2142292466","kind":"highlight","pubTimestamp":1623221229,"share":"https://ttm.financial/m/news/2142292466?lang=&edition=full","pubTime":"2021-06-09 14:47","market":"hk","language":"zh","title":"特斯拉不好卖了？摩根大通做了实地调研","url":"https://stock-news.laohu8.com/highlight/detail?id=2142292466","media":"华尔街见闻","summary":"通过实地考察，摩根大通发现，特斯拉国内销量环比明显下降，智能电动车市场的竞争态势加剧。","content":"<html><body><p>彭博和路透社今天报道称，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>5月在中国的订单量比4月减少了一半。</p>\n<p>为了核实报道的真实性，并分析中国电动汽车市场的竞争态势，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>实地走访了上海的三家特斯拉门店。</p>\n<h2><strong>等待期缩短</strong></h2>\n<p>与2021年第1季度相比，Model 3/Y客户的等待期普遍缩短。</p>\n<p>出现这种情况的主要原因是上海市政府简化了购车人根据上海市购车配额规定获得“绿色车牌”的上牌流程。</p>\n<p>此前从下订单到最后交车（包括获得正式绿色车牌）需要2至3个月，目前的总体等待时间缩短为1至3周。</p>\n<p><img src=\"https://wpimg.wallstcn.com/f0bee6b6-891b-4e67-ba2f-6118a35f1f1a.png\"/></p>\n<h2>国内销量环比下降</h2>\n<p>特斯拉销售人员表示，今年门店客流量、兴趣水平或咨询量变化不大，尽管最近在上海车展上出现了抗议活动、或当地媒体最近报道了对特斯拉刹车系统的担心。</p>\n<p>从中国乘用车市场信息联合会（CPCA）发布的公开信息来看，2020年4季度至2021年1季度，特斯拉上海工厂总计生产了144,888辆车（包括Model 3/Y），同期在国内市场销售126,831辆，出口11,052辆。</p>\n<p>2021年4月，特斯拉上海工厂的交付量为25,848辆Model 3/Y，其中14,174辆（占比55%）销往出口市场，表明国内销量较3月份月度同比环比下降67%。</p>\n<p><img src=\"https://wpimg.wallstcn.com/acaca025-127d-495c-9d87-fd24f3e4fd4c.png\"/></p>\n<h2>竞争升温</h2>\n<p>值得注意的是，在4月举行的上海车展上，所有中国和外国品牌向市场推出的新款新能源汽车车型数量激增。</p>\n<p>与Model 3/Y的目标价位相似的水平上，客户现在有了中外品牌提供的更多选择，且功能和技术都极具竞争力，如福特的野马、大众的ID4和ID6、吉利的极氪、小鹏 P5、理想的新款ONE等。</p>\n<p>摩根大通认为，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动车市场的竞争与中国电池行业竞争情况类似。</p>\n<p>在过去10年里，中国的注册电池供应商已从接近200家大幅下降至目前的不足30-40家。在经历了竞争和行业整合后幸存下来的企业中，根据市场份额或盈利能力，只有前5大或最多前10大供应商才算是真正有竞争力的供应商。</p>\n<p>鉴于行业增长潜力巨大，目前有大量新厂商进入市场。摩根大通预计，在未来12至24个月，将会有更多竞争对手与特斯拉分食同一个市场，这种市场动态与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>于2007年扩大在华业务后智能手机所经历的情况类似。</p></body></html>","source":"wallstreetcn_api","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>特斯拉不好卖了？摩根大通做了实地调研</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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特斯拉不好卖了？摩根大通做了实地调研\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 14:47 北京时间 <a href=https://wallstreetcn.com/articles/3632526><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>彭博和路透社今天报道称，特斯拉5月在中国的订单量比4月减少了一半。\n为了核实报道的真实性，并分析中国电动汽车市场的竞争态势，摩根大通实地走访了上海的三家特斯拉门店。\n等待期缩短\n与2021年第1季度相比，Model 3/Y客户的等待期普遍缩短。\n出现这种情况的主要原因是上海市政府简化了购车人根据上海市购车配额规定获得“绿色车牌”的上牌流程。\n此前从下订单到最后交车（包括获得正式绿色车牌）需要2至3...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3632526\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉","JPM":"摩根大通"},"source_url":"https://wallstreetcn.com/articles/3632526","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142292466","content_text":"彭博和路透社今天报道称，特斯拉5月在中国的订单量比4月减少了一半。\n为了核实报道的真实性，并分析中国电动汽车市场的竞争态势，摩根大通实地走访了上海的三家特斯拉门店。\n等待期缩短\n与2021年第1季度相比，Model 3/Y客户的等待期普遍缩短。\n出现这种情况的主要原因是上海市政府简化了购车人根据上海市购车配额规定获得“绿色车牌”的上牌流程。\n此前从下订单到最后交车（包括获得正式绿色车牌）需要2至3个月，目前的总体等待时间缩短为1至3周。\n\n国内销量环比下降\n特斯拉销售人员表示，今年门店客流量、兴趣水平或咨询量变化不大，尽管最近在上海车展上出现了抗议活动、或当地媒体最近报道了对特斯拉刹车系统的担心。\n从中国乘用车市场信息联合会（CPCA）发布的公开信息来看，2020年4季度至2021年1季度，特斯拉上海工厂总计生产了144,888辆车（包括Model 3/Y），同期在国内市场销售126,831辆，出口11,052辆。\n2021年4月，特斯拉上海工厂的交付量为25,848辆Model 3/Y，其中14,174辆（占比55%）销往出口市场，表明国内销量较3月份月度同比环比下降67%。\n\n竞争升温\n值得注意的是，在4月举行的上海车展上，所有中国和外国品牌向市场推出的新款新能源汽车车型数量激增。\n与Model 3/Y的目标价位相似的水平上，客户现在有了中外品牌提供的更多选择，且功能和技术都极具竞争力，如福特的野马、大众的ID4和ID6、吉利的极氪、小鹏 P5、理想的新款ONE等。\n摩根大通认为，智能电动车市场的竞争与中国电池行业竞争情况类似。\n在过去10年里，中国的注册电池供应商已从接近200家大幅下降至目前的不足30-40家。在经历了竞争和行业整合后幸存下来的企业中，根据市场份额或盈利能力，只有前5大或最多前10大供应商才算是真正有竞争力的供应商。\n鉴于行业增长潜力巨大，目前有大量新厂商进入市场。摩根大通预计，在未来12至24个月，将会有更多竞争对手与特斯拉分食同一个市场，这种市场动态与苹果于2007年扩大在华业务后智能手机所经历的情况类似。","news_type":1,"symbols_score_info":{"JPM":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199010197,"gmtCreate":1620656256319,"gmtModify":1620656256319,"author":{"id":"3463540029776739","authorId":"3463540029776739","name":"Geinibei","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463540029776739","authorIdStr":"3463540029776739"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>这玩意真的会有人买么？ 所以上市意义是啥？高管拿去抵押么？","listText":"<a href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>这玩意真的会有人买么？ 所以上市意义是啥？高管拿去抵押么？","text":"$洋葱集团(OG)$这玩意真的会有人买么？ 所以上市意义是啥？高管拿去抵押么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199010197","isVote":1,"tweetType":1,"viewCount":3348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}