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forcec
IP属地：四川
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forcec
forcec
·
12-29 17:01
中国的车企目前没有一家可以说自己有护城河
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forcec
forcec
·
2025-12-04
Replying to
@只买信仰股
:说得很好，卖车收了钱，但供应商款还没付，所以虽然亏损，现金流还增加了//
@只买信仰股
:卖了这么多车 是没收钱吗[笑哭][笑哭][笑哭]//
@只买信仰股
:现金流转正了 3季度账上多了100亿
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799
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2
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forcec
forcec
·
2025-12-04
Replying to
@只买信仰股
:现金流会骗人，资产负债表不会骗人。3季度亏损，现金流还是正的，在没有新的融资下，唯一的可能就是债务增加了。//
@只买信仰股
:现金流转正了 3季度账上多了100亿
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1,045
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3
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forcec
forcec
·
2025-11-28
没有规模 何来质量
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1
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forcec
forcec
·
2025-11-26
$蔚来(NIO)$
$小鹏汽车(XPEV)$
昨天的走势来看，又有机构在抛蔚来买小鹏。从风口来说，蔚来代表过气的新能源，小鹏代表下一个AI赛道。从市值来看，小鹏也是目前蔚小理最高的。
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forcec
forcec
·
2025-11-25
$蔚来(NIO)$
客观说，这个财报与展望，对于蔚来这家深陷亏损泥潭的公司来说，是很难得且不易的，至于很多人觉得指引不及预期，那是因为预期本来就太高。但是蔚来依然没有脱离靠不断融资才能活下去的困境，而且未来依然充满不确定性，这一点上来说，未来很长时间依然摆脱不了股价在低位震荡的可能。
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forcec
forcec
·
2025-11-25
$蔚来(NIO)$
说点残酷的：蔚来现在还没有到发行价。
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859
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4
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forcec
forcec
·
2025-11-21
$蔚来(NIO)$
财报只有一个看点：毛利率。如果毛利率是增加的，说吗这波销量的成色还不错，可能股价会企稳；如果毛利率下降，基本就结束了。
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forcec
forcec
·
2025-11-13
$蔚来(NIO)$
高点回撤20%，重新跌入熊市区间。
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forcec
forcec
·
2025-11-05
$小鹏汽车(XPEV)$
股价做实真人假扮？做长线的可以忽略波动
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to <a href=\"https://laohu8.com/U/3457517955991377\">@只买信仰股</a>:说得很好，卖车收了钱，但供应商款还没付，所以虽然亏损，现金流还增加了//<a href=\"https://laohu8.com/U/3457517955991377\">@只买信仰股</a>:卖了这么多车 是没收钱吗[笑哭][笑哭][笑哭]//<a href=\"https://laohu8.com/U/3457517955991377\">@只买信仰股</a>:现金流转正了 3季度账上多了100亿","listText":"Replying to <a href=\"https://laohu8.com/U/3457517955991377\">@只买信仰股</a>:说得很好，卖车收了钱，但供应商款还没付，所以虽然亏损，现金流还增加了//<a href=\"https://laohu8.com/U/3457517955991377\">@只买信仰股</a>:卖了这么多车 是没收钱吗[笑哭][笑哭][笑哭]//<a href=\"https://laohu8.com/U/3457517955991377\">@只买信仰股</a>:现金流转正了 3季度账上多了100亿","text":"Replying to @只买信仰股:说得很好，卖车收了钱，但供应商款还没付，所以虽然亏损，现金流还增加了//@只买信仰股:卖了这么多车 是没收钱吗[笑哭][笑哭][笑哭]//@只买信仰股:现金流转正了 3季度账上多了100亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/507368778772920","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274793181513","authorId":"3479274793181513","name":"qingg123","avatar":"https://static.laohu8.com/picture140","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274793181513","idStr":"3479274793181513"},"content":"现金流改善但供应商款还没结，压力还在啊[吃瓜]","text":"现金流改善但供应商款还没结，压力还在啊[吃瓜]","html":"现金流改善但供应商款还没结，压力还在啊[吃瓜]"},{"author":{"id":"9000000000000554","authorId":"9000000000000554","name":"IrmaBurke","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000554","idStr":"9000000000000554"},"content":"供應商帳期拉長，現金流可以撐一陣子","text":"供應商帳期拉長，現金流可以撐一陣子","html":"供應商帳期拉長，現金流可以撐一陣子"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507201102012952,"gmtCreate":1764858995766,"gmtModify":1764858998797,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"forcec","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518983480179242","idStr":"3518983480179242"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3457517955991377\">@只买信仰股</a>:现金流会骗人，资产负债表不会骗人。3季度亏损，现金流还是正的，在没有新的融资下，唯一的可能就是债务增加了。//<a href=\"https://laohu8.com/U/3457517955991377\">@只买信仰股</a>:现金流转正了 3季度账上多了100亿","listText":"Replying to <a href=\"https://laohu8.com/U/3457517955991377\">@只买信仰股</a>:现金流会骗人，资产负债表不会骗人。3季度亏损，现金流还是正的，在没有新的融资下，唯一的可能就是债务增加了。//<a href=\"https://laohu8.com/U/3457517955991377\">@只买信仰股</a>:现金流转正了 3季度账上多了100亿","text":"Replying to @只买信仰股:现金流会骗人，资产负债表不会骗人。3季度亏损，现金流还是正的，在没有新的融资下，唯一的可能就是债务增加了。//@只买信仰股:现金流转正了 3季度账上多了100亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/507201102012952","isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000358","authorId":"9000000000000358","name":"VivienWilcox","avatar":"https://static.tigerbbs.com/4ef297533aecf0ca9678e827319cd033","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000358","idStr":"9000000000000358"},"content":"资产负债表里的债务项目要细看，应付账款也算负债哦","text":"资产负债表里的债务项目要细看，应付账款也算负债哦","html":"资产负债表里的债务项目要细看，应付账款也算负债哦"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504890221740408,"gmtCreate":1764282680245,"gmtModify":1764282683207,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"forcec","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518983480179242","idStr":"3518983480179242"},"themes":[],"htmlText":"没有规模 何来质量","listText":"没有规模 何来质量","text":"没有规模 何来质量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504890221740408","isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504165366735040,"gmtCreate":1764121088454,"gmtModify":1764121090720,"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"forcec","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518983480179242","idStr":"3518983480179242"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> 昨天的走势来看，又有机构在抛蔚来买小鹏。从风口来说，蔚来代表过气的新能源，小鹏代表下一个AI赛道。从市值来看，小鹏也是目前蔚小理最高的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a 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