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观天下87
醉卧经阁半卷书，坐井说天阔
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观天下87
观天下87
·
2020-11-24
$小鹏汽车(XPEV)$
三年前去过小鹏汽车公司，还是在一孵化产业园中办公，当时的感觉是公司办公环境太差，人员流动太大，怎么也想不到短短三年时间，市值就超过了A股的上汽集团，要知道上汽集团可是拥有几十家分公司，每年大众和通用及五菱汽车等加起来大几百万的产销，而反观小鹏现在的销量也就是一万每月的量，电动汽车的盈利能力不及汽油车，这也是行业共识，美股的分析师们是基于怎样的估值模型把小鹏的股价轰上了天的？这其中的杠杆比例是多大？退一万步说真就是这几家公司干的了互联网造车吗？不以卖车赚钱，赚的是软件服务的钱，这个逻辑能够撑得起特斯拉，蔚来，理想及小鹏这样的市值吗？传统OEM在等待什么？我猜测是在等待最好的入场机会！金融资本的爆炒之后需要市场不断增长的销量和不断提高的利润来消化这么高的估值，这其中的变量千千万，我想美股的分析师肯定不能够全部预判！月满则亏 水满则溢，只是时间的问题. 结论：享受到了新能源这波股价的估值暴升，现阶段是在赚取泡沫的钱，留个底仓算作纪念吧！
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观天下87
观天下87
·
2023-08-29
预计[龇牙]
非常抱歉，此主贴已删除
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观天下87
观天下87
·
2022-09-01
做空的感觉很棒
非常抱歉，此主贴已删除
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观天下87
观天下87
·
2022-07-25
$蔚来(NIO)$
继续加码做空的力度，风口上的猪只会乘东风是靠不住的！
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2,852
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观天下87
观天下87
·
2022-06-29
$理想汽车(LI)$
坐等L9销量被打脸
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3,149
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观天下87
观天下87
·
2022-06-10
$理想汽车(LI)$
中概第一次做空选择了500万以下最好的车企
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3,075
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2
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1
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观天下87
观天下87
·
2022-06-10
$蔚来(NIO)$
走出了独立行情
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2
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观天下87
观天下87
·
2022-05-09
$天境生物(IMAB)$
有人知道张磊的基金还持有这货吗？
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1
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观天下87
观天下87
·
2022-05-09
$小鹏汽车(XPEV)$
你们都躲开点儿，时隔这么久我来抄底了，控制好交易价格和次交易量问题不大，股友们祝福我吧！
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观天下87
观天下87
·
2022-05-09
$蔚来(NIO)$
股市没有新鲜事，股市最难的就是克服人性的贪，可是不谈的人来股市干什么呢？
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观天下87
观天下87
·
2022-03-15
$蔚来(NIO)$
长期看NIO股价不会有大的涨幅，继续下跌直至反复震荡是大概率事件
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","listText":"预计[龇牙] ","text":"预计[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214162615193664","repostId":"1199790296","repostType":2,"isVote":1,"tweetType":1,"viewCount":2188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669922191,"gmtCreate":1662041749813,"gmtModify":1662041750736,"author":{"id":"3554433718518201","authorId":"3554433718518201","name":"观天下87","avatar":"https://static.tigerbbs.com/c0e1e025d0b0c730c9387f1959c10a83","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554433718518201","authorIdStr":"3554433718518201"},"themes":[],"htmlText":"做空的感觉很棒","listText":"做空的感觉很棒","text":"做空的感觉很棒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669922191","repostId":"1167581292","repostType":2,"isVote":1,"tweetType":1,"viewCount":2610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682303763,"gmtCreate":1658758364957,"gmtModify":1658758364957,"author":{"id":"3554433718518201","authorId":"3554433718518201","name":"观天下87","avatar":"https://static.tigerbbs.com/c0e1e025d0b0c730c9387f1959c10a83","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554433718518201","authorIdStr":"3554433718518201"},"themes":[],"htmlText":"<a 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