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Vanessa_Cao
斯坦福大学 数学系 副业玩美股 主业炒币
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Vanessa_Cao
Vanessa_Cao
·
2021-01-21
$Quantumscape Corp.(QS)$
这票难道要跌回11刀？
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6
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2
编组 21备份 2
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Vanessa_Cao
Vanessa_Cao
·
2021-01-11
$小鹏汽车(XPEV)$
MACD交叉，布林线位置正好
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3,274
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编组 21备份 2
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Vanessa_Cao
Vanessa_Cao
·
2021-01-11
$C3.ai, Inc.(AI)$
这个票波动率奇高，但是非常好玩，上回120支撑反弹20% [得意]
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3,952
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1
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5
编组 21备份 2
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Vanessa_Cao
Vanessa_Cao
·
2021-01-11
$小鹏汽车(XPEV)$
我相信程序员的基因可以提供更好的产品。产品上开源做的最好的，激光雷达研究最深入的，怼特斯拉最努力的，轿车北方是最多的，自建工厂是新能源车里唯一的。小鹏名字最土也最好记，就好像拼多多，最土也最容易接受
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4,099
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1
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7
编组 21备份 2
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Vanessa_Cao
Vanessa_Cao
·
2021-01-08
$蔚来(NIO)$
ATH
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2,822
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3
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Vanessa_Cao
Vanessa_Cao
·
2021-01-07
$小鹏汽车(XPEV)$
互联网+新能源汽车的普及需要更低的入门门槛使更多人参与，在技术未成熟以前，很多探索都是一个渐进式的过程。这三家企业中，只有小鹏是自建工厂。那问题来了，1）为什么在汽车产能过剩的情况下，一家车企要自建工厂？？？2）小鹏一直强调的技术壁垒是自动驾驶技术，激光雷达必定是一个被验证的解决方案，缺的是基础设施的完善，这个我们只能拭目以待等各方出力来完善 3）说回交易：暴涨暴跌是管用手法，机会都是跌出来了。机会是给有耐心的人，散户也是需要磨练与学习的
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Vanessa_Cao
Vanessa_Cao
·
2021-01-07
$C3.ai, Inc.(AI)$
关于波动率： 很有意思，华尔街非常喜欢暴涨暴跌来赚取流量，这是他们惯用的手法。如果不是暴涨用户不会关注，如果不是暴跌，主力很难吸筹。PAAS 似乎是个很新的概念，赚走了先发优势，而客户的扩张和用户习惯的培养需要一定的时间。交易是需要耐心的，这是最近赚到的经验
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3,444
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2
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Vanessa_Cao
Vanessa_Cao
·
2021-01-07
$C3.ai, Inc.(AI)$
通常股东都知道一些散户不知道的事情，这个老爷子顶层资源很多，技术革命带来的收入是很难计算的。而他的客户都是些非富即贵的好朋友们。随便出个厉害都是华尔街喜欢的故事。只能等利好慢慢释放了。如果看了他写的书，那很快明白数字化转型加ai是什么
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6,527
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1
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8
编组 21备份 2
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Vanessa_Cao
Vanessa_Cao
·
2021-01-07
$C3.ai, Inc.(AI)$
这个股票的的股东有自己公告买入，这是个很好的现象
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2,695
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2
编组 21备份 2
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Vanessa_Cao
Vanessa_Cao
·
2021-01-07
$C3.ai, Inc.(AI)$
交易执行1） 100 买入 2）90 买入。这个创始人是非常有人格魅力的企业家，早就财富自由。我一直相信如果一个人财富自由还要出来做企业一定是热爱和已经预见了平常人看不到的趋势。技术的创新往往是革命性的。大企业的合作都是谨慎且小心的。绝对不是资本市场那种割韭菜的模式。如果没有验证过产品是无法做大规模推广的。这里面有个盲区就是未有任何分析师能说清楚里面技术革新的地方。估计要上github 才明白。
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4,431
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6
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Corp.(QS)$这票难道要跌回11刀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/337578322","isVote":1,"tweetType":1,"viewCount":4318,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3453677514408131","authorId":"3453677514408131","name":"carlzheng","avatar":"https://static.tigerbbs.com/2076a7c866f8f469b2458012342978af","crmLevel":1,"crmLevelSwitch":0,"idStr":"3453677514408131","authorIdStr":"3453677514408131"},"content":"未来有可能归零。谁知道能不能出产品。","text":"未来有可能归零。谁知道能不能出产品。","html":"未来有可能归零。谁知道能不能出产品。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332612757,"gmtCreate":1610378379079,"gmtModify":1703743968483,"author":{"id":"3514233931822658","authorId":"3514233931822658","name":"Vanessa_Cao","avatar":"https://static.tigerbbs.com/81fc59b2b7618ff574499643957fbbb6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514233931822658","authorIdStr":"3514233931822658"},"themes":[],"htmlText":"<a 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