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IP属地：广东
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Ginon
Ginon
·
07-24
$Faraday Future Intelligent Electric Inc(FFAI)$
🐮，Web3的合作刚公布，随即链上币股交易就跟上了！流动性准备就绪，买定离手[吃瓜]
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Ginon
Ginon
·
07-21
$Faraday Future Intelligent Electric Inc(FFAI)$
已满仓 莫辜负[安慰]
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876
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2
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1
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Ginon
Ginon
·
07-18
$Faraday Future Intelligent Electric Inc(FFAI)$
合作愉快[微笑]
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2,464
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1
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4
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Ginon
Ginon
·
07-18
$Faraday Future Intelligent Electric Inc(FFAI)$
魔改版没问题挺ok的，再回想前几个月一直提到的中美桥梁，是不是就对得上了，在国内产能过剩，国外又刚好FF拿到在美运营生产相关资质，两方合作这不共赢了
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2
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Ginon
Ginon
·
07-08
$Faraday Future Intelligent Electric Inc(FFAI)$
100刀就当买个FX车模也不错[笑哭] ，隔壁的车模也差不多这个价了
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1,518
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2
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5
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Ginon
Ginon
·
05-29
$Faraday Future Intelligent Electric Inc(FFAI)$
进军Web3，搭建与Web2之间桥梁
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241
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1
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Ginon
Ginon
·
04-17
$霸王茶姬(CHA)$
霸王茶姬上市首日应该会略上涨，本质上反映了资本市场对新消费品牌的热情尚未退潮。中国现制茶饮市场近五年从千亿规模翻倍至2000亿元，赛道头部玩家的马太效应愈发明显。霸王茶姬凭借“东方茶，世界品”的差异化定位，在喜茶、奈雪的茶等品牌转向大众市场时，以平均20-30元的价格带卡位中高端，这种错位竞争策略显然得到了资本认可。 但从行业视角看，应保持谨慎乐观。茶饮赛道近三年已有多个品牌经历“上市高光-盈利质疑-估值回调”的周期，霸王茶姬招股书中披露的4.5%净利率，暴露出行业普遍存在的成本压力。尤其需要关注其海外市场拓展：目前300多家海外门店贡献12%营收虽亮眼，但地缘政治风险和本土化难题可能成为未来掣肘。若品牌能持续强化供应链数字化（如其智能分仓系统）并优化单店人效，或许真能打破“茶饮不赚钱”的魔咒。 站在投资者立场，更期待看到上市融资能反哺产品创新，而非仅用于门店扩张。毕竟消费者对“大单品”的热情周期正在缩短，资本市场的耐心恐怕比奶茶粉丝的忠诚度消退得更快。
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Ginon
Ginon
·
02-20
$Faraday Future(FFIE)$
十年奠基，终成大器[微笑]
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508
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十年奠基，终成大器[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405351502877240","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}