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东门游侠
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东门游侠
东门游侠
·
06-19
这还用怀疑吗，到处都是yu7照片，当然是让超能了啊。二期工厂只是即将投产又没投产
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东门游侠
东门游侠
·
05-23
$小米集团-W(01810)$
个人对港股的印象是这类远期才会真正有收益的投入，比如自研芯片，不会让港股投资者有什么心理波动，短期股价不会太受影响，或者说个人印象港股是投资者是不见兔子不撒鹰的，芯片达不到接近盈利前，不会对股价有太大支撑。不是特别明朗的预期，股价就不涨。当然这也给了我们这些有自己长期价值判断的人投资的机会。风险和收益并存。深入思考长期发展的可能性，能让我们有机会再大量机构的夹缝中有机会找到绝佳的投资机会。 另外说下自己以前做过某一细分行业的行业咨询工作，接触来看，投行对于行业研判很依赖我们那类固定的行业研究机构的信息，他们本身对资本理解很深，但对行业理解大都比较浅。
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东门游侠
东门游侠
·
2021-11-24
$小米集团-W(01810)$
我觉得小米的关键点是两点，一，国内要看手机的竞争格局，ov子品牌在抢占线上，小米也同样在进攻线下。ov有资金实力跟小米在线上继续消耗，短期不会收缩。同时小米的线下也在扩张。接下来1年如果小米线下能够破局站稳脚跟，那么国内市场将一马平川。二，海外市场的互联网服务和生态链扩张。海外市场在谷歌垄断性的谷歌服务外，小米到底能有多少创收空间，小米的海外互联网收入已经增长很多，但不能让人相信模式已经成功。 同时生态链能否在海外形成影响力，让小米不是单纯的手机厂商，单纯作为手机厂商十年内都没可能从苹果手上分走太多利润。我觉得只要做成第一点，小米就会很稳。做成第二点，就会成为世界级企业，而不只是五百强了。当然都很难做。另外oppo在筹备上市，oppo上市的能让我们更好的对比分析小米实际的潜力高还是不高。
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东门游侠
东门游侠
·
2021-10-26
恭喜
非常抱歉，此主贴已删除
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东门游侠
东门游侠
·
2021-08-13
精神鸦片言论又烧到短视频了，关键是学校直接不许学生配智能手机不就没这也多事了
非常抱歉，此主贴已删除
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东门游侠
东门游侠
·
2021-08-04
小孩拿什么冲的钱？支付密码为什么孩子会知道？
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东门游侠
东门游侠
·
2021-07-27
明天接着跌
$哔哩哔哩-SW(09626)$
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东门游侠
东门游侠
·
2021-07-22
我记得他的股权都归债主了，通过债权人信托实现的
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东门游侠
东门游侠
·
2021-02-05
我下的空单都没能成交，往上触及了一会儿价格直接就下去了
@我家嘟嘟：
$快手-W(01024)$这新股没保护期，今天就可以做空，涨不起来了，300以下
$快手-W(01024)$这新股没保护期，今天就可以做空，涨不起来了，300以下
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东门游侠
东门游侠
·
2021-02-05
$快手-W(01024)$
问个问题，打新价格是115，为什么开盘就是三百多的价格啊？
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另外说下自己以前做过某一细分行业的行业咨询工作，接触来看，投行对于行业研判很依赖我们那类固定的行业研究机构的信息，他们本身对资本理解很深，但对行业理解大都比较浅。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/438056036418088","isVote":1,"tweetType":1,"viewCount":4199,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4196206603380312","authorId":"4196206603380312","name":"雪国以北","avatar":"https://static.tigerbbs.com/9edc92e0a390dee61ea4c0e68f639ca2","crmLevel":9,"crmLevelSwitch":1,"idStr":"4196206603380312","authorIdStr":"4196206603380312"},"content":"你说要自研芯片确实可能没波动，但是成品都拿出来正式发售了，还这样跌真的莫名其妙","text":"你说要自研芯片确实可能没波动，但是成品都拿出来正式发售了，还这样跌真的莫名其妙","html":"你说要自研芯片确实可能没波动，但是成品都拿出来正式发售了，还这样跌真的莫名其妙"},{"author":{"id":"4180312653942872","authorId":"4180312653942872","name":"价投扫地僧","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4180312653942872","authorIdStr":"4180312653942872"},"content":"就是流动性问题，没人看好没人买","text":"就是流动性问题，没人看好没人买","html":"就是流动性问题，没人看好没人买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874135760,"gmtCreate":1637741262747,"gmtModify":1637820655681,"author":{"id":"3488508917166762","authorId":"3488508917166762","name":"东门游侠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488508917166762","authorIdStr":"3488508917166762"},"themes":[],"htmlText":"<a 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