社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
美股懂投网 财满满
懂投网-提升投资认知!
IP属地:0
+关注
帖子 · 17
帖子 · 17
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
美股懂投网 财满满
美股懂投网 财满满
·
02-11
亚马逊和阿里巴巴、理想和小米的自研芯片,有家企业会翻倍,会是谁?
$亚马逊(AMZN)$
看
6,131
回复
评论
点赞
1
编组 21备份 2
分享
举报
亚马逊和阿里巴巴、理想和小米的自研芯片,有家企业会翻倍,会是谁?
美股懂投网 财满满
美股懂投网 财满满
·
02-11
懂投哥解读中芯国际财报,揭开资本市场的交易规则
$中芯国际(00981)$
看
6,822
回复
1
点赞
3
编组 21备份 2
分享
举报
懂投哥解读中芯国际财报,揭开资本市场的交易规则
美股懂投网 财满满
美股懂投网 财满满
·
02-08
懂投哥解读阿里巴巴能通过千问冲到4万亿市值吗?特斯拉和小米在“密谋”什么?
$阿里巴巴(BABA)$
$小米集团-W(01810)$
$特斯拉(TSLA)$
看
4,797
回复
评论
点赞
3
编组 21备份 2
分享
举报
懂投哥解读阿里巴巴能通过千问冲到4万亿市值吗?特斯拉和小米在“密谋”什么?
美股懂投网 财满满
美股懂投网 财满满
·
02-07
苹果 特斯拉 小米 蔚小理 比亚迪谁会先做出来AI电动脚踏车?
$苹果(AAPL)$
$特斯拉(TSLA)$
$小米集团-W(01810)$
$比亚迪(002594)$
$蔚来(NIO)$
看
2,941
回复
1
点赞
4
编组 21备份 2
分享
举报
苹果 特斯拉 小米 蔚小理 比亚迪谁会先做出来AI电动脚踏车?
美股懂投网 财满满
美股懂投网 财满满
·
02-07
小米雷军一定要先做出来这款AI电动脚踏自行车!苹果和特斯拉已经在做了?
$小米集团-W(01810)$
$苹果(AAPL)$
$特斯拉(TSLA)$
看
700
回复
评论
点赞
3
编组 21备份 2
分享
举报
小米雷军一定要先做出来这款AI电动脚踏自行车!苹果和特斯拉已经在做了?
美股懂投网 财满满
美股懂投网 财满满
·
02-06
懂投哥全球独家爆料:特斯拉能到3万亿市值的核心底牌,可能不是光伏而AI电动自行车?
今天,我再次全网独家爆料,立下重大flag:未来所有车企,不做AI电动自行车必被淘汰! 这款看似不起眼的产品,是特斯拉、小米、比亚迪冲击3万亿市值的战略制高点,更是新能源车企彻底甩开传统燃油车的核心产品。 资本市场早已给出定义:AI电动自行车,是全新一代跨时代的个人移动交通工具,率先落地的车企,市值起跳就是1000亿美元以上! AI电动自行车的出现,直接打破了这一僵局——内燃机根本无法适配电动自行车这类小型物件。 内燃机的动力传输效率呈正态分布,物件过小则效率极低,吨位达标才是最优解,这是燃油车的先天硬伤,却是新能源车企的绝对机会。 电动自行车的小型化、轻量化,完美适配电动动力,这是新能源车企的专属赛道,传统燃油车连入场资格都没有。
$特斯拉(TSLA)$
$小米集团-W(01810)$
$比亚迪股份(01211)$
$苹果(AAPL)$
看
1.14万
回复
2
点赞
3
编组 21备份 2
分享
举报
懂投哥全球独家爆料:特斯拉能到3万亿市值的核心底牌,可能不是光伏而AI电动自行车?
美股懂投网 财满满
美股懂投网 财满满
·
02-03
马斯克的spacex收购Xai上市,会利好谁 利空谁?
核心结论:利好马斯克商业生态及太空/AI赛道相关方,利空传统算力与航天企业。 利好方 马斯克旗下企业:SpaceX 获 AI 叙事抬升 IPO 估值,特斯拉、X平台共享生态协同红利。 相关投资方:中东主权基金等可借 IPO 布局太空 AI 赛道,xAI 股东通过换股实现退出。 产业链配套:卫星制造、航天材料企业受益于百万颗卫星发射需求。 利空方 传统云厂商:AWS、Azure 面临太空算力竞争,算力成本优势受冲击。 同业竞争者:OpenAI、谷歌等需加速算力布局,传统航天企业生存空间被挤压。
$特斯拉(TSLA)$
看
6,040
回复
1
点赞
4
编组 21备份 2
分享
举报
马斯克的spacex收购Xai上市,会利好谁 利空谁?
美股懂投网 财满满
美股懂投网 财满满
·
02-02
懂投哥独家解读英伟达 甲骨文 微软 特斯拉 小米 阿里巴巴 百度 亚马逊 微策略等多家公司,今年资本市场会偏爱谁?
$英伟达(NVDA)$
$特斯拉(TSLA)$
$小米集团-W(01810)$
$谷歌(GOOG)$
$微软(MSFT)$
看
1,363
回复
评论
点赞
2
编组 21备份 2
分享
举报
懂投哥独家解读英伟达 甲骨文 微软 特斯拉 小米 阿里巴巴 百度 亚马逊 微策略等多家公司,今年资本市场会偏爱谁?
美股懂投网 财满满
美股懂投网 财满满
·
02-01
懂投哥解读美股小米阿里巴巴以及黄金白银的底层逻辑是什么,对比一下谁的价值会更高!
美股市场中黄金、白银标的与中概科技龙头小米、阿里巴巴,拆解各类资产估值底层逻辑,对比分析价值潜力与风险特征,为投资者提供差异化配置参考。短期贵金属弹性凸显,长期科技龙头价值取决于转型落地成效,二者适配不同风险偏好需求。
$黄金股票(159315)$
看
561
回复
1
点赞
2
编组 21备份 2
分享
举报
懂投哥解读美股小米阿里巴巴以及黄金白银的底层逻辑是什么,对比一下谁的价值会更高!
美股懂投网 财满满
美股懂投网 财满满
·
01-30
懂投哥解读特斯拉发财报怎么看,小米和特斯拉需要怎么做,才能破局冲到2万亿市值?
懂投哥解读特斯拉财报和未来发展,特斯拉25年Q4营收249 亿美元、每股收益 0.5 美元,汽车业务毛利率回升至 17.9%,但股价反映分歧 —— 盘后涨幅收窄至 1%。当前不宜盲目追高,核心矛盾在于传统汽车业务承压与 AI 转型溢价的估值撕裂。 FSD 需尽快获得中欧美监管批准,Austin 无安全员服务需规模化复制。Cybercab 4 月投产需达预期,Optimus 机器人 100 万台年产能需稳步推进。 短期关注自由现金流变化与资本支出管控,长期跟踪 FSD 订阅转化率与 AI 业务商业化进度。仅当自动驾驶与机器人业务形成稳定盈利,2 万亿市值才具备基本面支撑。
$特斯拉(TSLA)$
看
1.50万
回复
7
点赞
14
编组 21备份 2
分享
举报
懂投哥解读特斯拉发财报怎么看,小米和特斯拉需要怎么做,才能破局冲到2万亿市值?
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3558657583202309","uuid":"3558657583202309","gmtCreate":1595580130047,"gmtModify":1769703638253,"name":"美股懂投网 财满满","pinyin":"mgdtwcmmmeigudongtouwangcaimanman","introduction":"","introductionEn":"","signature":"懂投网-提升投资认知!","avatar":"https://static.tigerbbs.com/dbc663ace6e8f91f8b943425e61998ac","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":69,"headSize":16,"tweetSize":17,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":6,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3(或有料帖>=10),且30天内发表过至少一篇精华帖(或4篇有料帖)并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","grayImgUrl":null,"redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.16","exceedPercentage":null,"individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.23%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.81%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3(或有料帖>=10),且30天内发表过至少一篇精华帖(或4篇有料帖)并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","grayImgUrl":null,"redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.16","exceedPercentage":null,"individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}],"crmLevel":4,"crmLevelSwitch":0,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":531626677441880,"gmtCreate":1770812667109,"gmtModify":1770867331725,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"美股懂投网 财满满","avatar":"https://static.tigerbbs.com/dbc663ace6e8f91f8b943425e61998ac","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"title":"亚马逊和阿里巴巴、理想和小米的自研芯片,有家企业会翻倍,会是谁?","htmlText":"\n \n \n <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>\n \n","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>","text":"$亚马逊(AMZN)$","images":[{"img":"https://static.tigerbbs.com/b36a7561203ac35876fff10e90ffa521"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531626677441880","isVote":1,"tweetType":2,"object":{"id":"96d2b0e27592451bba470379174d698d","tweetId":"531626677441880","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/dea4b2a65145403716666581067/v.f30.mp4","poster":"https://static.tigerbbs.com/b36a7561203ac35876fff10e90ffa521"},"viewCount":6131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531633679820456,"gmtCreate":1770812495164,"gmtModify":1770867341266,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"美股懂投网 财满满","avatar":"https://static.tigerbbs.com/dbc663ace6e8f91f8b943425e61998ac","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"title":"懂投哥解读中芯国际财报,揭开资本市场的交易规则","htmlText":"\n \n \n <a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>\n \n","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>","text":"$中芯国际(00981)$","images":[{"img":"https://static.tigerbbs.com/5c5381e9193ddab59bf42fd4528fccfc"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/531633679820456","isVote":1,"tweetType":2,"object":{"id":"77dc7889f1d3430baf26153d35f6009c","tweetId":"531633679820456","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/d563e7ac5145403716666194694/v.f30.mp4","poster":"https://static.tigerbbs.com/5c5381e9193ddab59bf42fd4528fccfc"},"viewCount":6822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530569824800880,"gmtCreate":1770554616187,"gmtModify":1770620781981,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"美股懂投网 财满满","avatar":"https://static.tigerbbs.com/dbc663ace6e8f91f8b943425e61998ac","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"title":"懂投哥解读阿里巴巴能通过千问冲到4万亿市值吗?特斯拉和小米在“密谋”什么?","htmlText":"\n \n \n <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>\n \n","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"$阿里巴巴(BABA)$ $小米集团-W(01810)$ $特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/97c1c04f40e4490e3b0421d52cad2c85"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530569824800880","isVote":1,"tweetType":2,"object":{"id":"e5e811bf40d249a1bfd954b4c13893e5","tweetId":"530569824800880","videoUrl":"https://1254107296.vod2.myqcloud.com/cdf5e41avodtransusw1254107296/d537b3d35145403715863220051/v.f30.mp4","poster":"https://static.tigerbbs.com/97c1c04f40e4490e3b0421d52cad2c85"},"viewCount":4797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530153453798536,"gmtCreate":1770452883987,"gmtModify":1770621134830,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"美股懂投网 财满满","avatar":"https://static.tigerbbs.com/dbc663ace6e8f91f8b943425e61998ac","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"title":"苹果 特斯拉 小米 蔚小理 比亚迪谁会先做出来AI电动脚踏车?","htmlText":"\n \n \n <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>\n \n","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"$苹果(AAPL)$ $特斯拉(TSLA)$ $小米集团-W(01810)$ $比亚迪(002594)$ $蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/c26ea4537476b1deed328a633bc6aae2"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/530153453798536","isVote":1,"tweetType":2,"object":{"id":"dc96d01d112a45a18bea1ff57b402da1","tweetId":"530153453798536","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/a23041655145403716054785096/v.f30.mp4","poster":"https://static.tigerbbs.com/c26ea4537476b1deed328a633bc6aae2"},"viewCount":2941,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274730958210","authorId":"3479274730958210","name":"historyiong","avatar":"https://static.laohu8.com/picture65","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274730958210","idStr":"3479274730958210"},"content":"小米可能性大,他们动作快。","text":"小米可能性大,他们动作快。","html":"小米可能性大,他们动作快。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530116441200176,"gmtCreate":1770443914509,"gmtModify":1770447042483,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"美股懂投网 财满满","avatar":"https://static.tigerbbs.com/dbc663ace6e8f91f8b943425e61998ac","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"title":"小米雷军一定要先做出来这款AI电动脚踏自行车!苹果和特斯拉已经在做了?","htmlText":"\n \n \n <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>\n \n","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"$小米集团-W(01810)$ $苹果(AAPL)$ $特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/f7512a504e7f8d72b35fb681ed8287c8"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530116441200176","isVote":1,"tweetType":2,"object":{"id":"2cce0f368a26493babb34825f31e52f6","tweetId":"530116441200176","videoUrl":"https://1254107296.vod2.myqcloud.com/cdf5e41avodtransusw1254107296/736201e05145403715960960523/v.f30.mp4","poster":"https://static.tigerbbs.com/f7512a504e7f8d72b35fb681ed8287c8"},"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529723567486416,"gmtCreate":1770347938791,"gmtModify":1770356042472,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"美股懂投网 财满满","avatar":"https://static.tigerbbs.com/dbc663ace6e8f91f8b943425e61998ac","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"title":"懂投哥全球独家爆料:特斯拉能到3万亿市值的核心底牌,可能不是光伏而AI电动自行车?","htmlText":"\n \n \n 今天,我再次全网独家爆料,立下重大flag:未来所有车企,不做AI电动自行车必被淘汰! 这款看似不起眼的产品,是特斯拉、小米、比亚迪冲击3万亿市值的战略制高点,更是新能源车企彻底甩开传统燃油车的核心产品。 资本市场早已给出定义:AI电动自行车,是全新一代跨时代的个人移动交通工具,率先落地的车企,市值起跳就是1000亿美元以上! AI电动自行车的出现,直接打破了这一僵局——内燃机根本无法适配电动自行车这类小型物件。 内燃机的动力传输效率呈正态分布,物件过小则效率极低,吨位达标才是最优解,这是燃油车的先天硬伤,却是新能源车企的绝对机会。 电动自行车的小型化、轻量化,完美适配电动动力,这是新能源车企的专属赛道,传统燃油车连入场资格都没有。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>\n \n","listText":"今天,我再次全网独家爆料,立下重大flag:未来所有车企,不做AI电动自行车必被淘汰! 这款看似不起眼的产品,是特斯拉、小米、比亚迪冲击3万亿市值的战略制高点,更是新能源车企彻底甩开传统燃油车的核心产品。 资本市场早已给出定义:AI电动自行车,是全新一代跨时代的个人移动交通工具,率先落地的车企,市值起跳就是1000亿美元以上! AI电动自行车的出现,直接打破了这一僵局——内燃机根本无法适配电动自行车这类小型物件。 内燃机的动力传输效率呈正态分布,物件过小则效率极低,吨位达标才是最优解,这是燃油车的先天硬伤,却是新能源车企的绝对机会。 电动自行车的小型化、轻量化,完美适配电动动力,这是新能源车企的专属赛道,传统燃油车连入场资格都没有。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","text":"今天,我再次全网独家爆料,立下重大flag:未来所有车企,不做AI电动自行车必被淘汰! 这款看似不起眼的产品,是特斯拉、小米、比亚迪冲击3万亿市值的战略制高点,更是新能源车企彻底甩开传统燃油车的核心产品。 资本市场早已给出定义:AI电动自行车,是全新一代跨时代的个人移动交通工具,率先落地的车企,市值起跳就是1000亿美元以上! AI电动自行车的出现,直接打破了这一僵局——内燃机根本无法适配电动自行车这类小型物件。 内燃机的动力传输效率呈正态分布,物件过小则效率极低,吨位达标才是最优解,这是燃油车的先天硬伤,却是新能源车企的绝对机会。 电动自行车的小型化、轻量化,完美适配电动动力,这是新能源车企的专属赛道,传统燃油车连入场资格都没有。 $特斯拉(TSLA)$ $小米集团-W(01810)$ $比亚迪股份(01211)$ $苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/7ff7373fbf839728d407059350162603"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/529723567486416","isVote":1,"tweetType":2,"object":{"id":"687f8cdd55484bf290fe403caf154f8a","tweetId":"529723567486416","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/b55da75f5145403715947914122/v.f30.mp4","poster":"https://static.tigerbbs.com/7ff7373fbf839728d407059350162603"},"viewCount":11408,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667613676238","authorId":"3527667613676238","name":"BrienD","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667613676238","idStr":"3527667613676238"},"content":"AI自行车太炸了,特斯拉市值必爆表!","text":"AI自行车太炸了,特斯拉市值必爆表!","html":"AI自行车太炸了,特斯拉市值必爆表!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528773492060496,"gmtCreate":1770126340393,"gmtModify":1770182299337,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"美股懂投网 财满满","avatar":"https://static.tigerbbs.com/dbc663ace6e8f91f8b943425e61998ac","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"title":"马斯克的spacex收购Xai上市,会利好谁 利空谁?","htmlText":"\n \n \n 核心结论:利好马斯克商业生态及太空/AI赛道相关方,利空传统算力与航天企业。 利好方 马斯克旗下企业:SpaceX 获 AI 叙事抬升 IPO 估值,特斯拉、X平台共享生态协同红利。 相关投资方:中东主权基金等可借 IPO 布局太空 AI 赛道,xAI 股东通过换股实现退出。 产业链配套:卫星制造、航天材料企业受益于百万颗卫星发射需求。 利空方 传统云厂商:AWS、Azure 面临太空算力竞争,算力成本优势受冲击。 同业竞争者:OpenAI、谷歌等需加速算力布局,传统航天企业生存空间被挤压。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>\n \n","listText":"核心结论:利好马斯克商业生态及太空/AI赛道相关方,利空传统算力与航天企业。 利好方 马斯克旗下企业:SpaceX 获 AI 叙事抬升 IPO 估值,特斯拉、X平台共享生态协同红利。 相关投资方:中东主权基金等可借 IPO 布局太空 AI 赛道,xAI 股东通过换股实现退出。 产业链配套:卫星制造、航天材料企业受益于百万颗卫星发射需求。 利空方 传统云厂商:AWS、Azure 面临太空算力竞争,算力成本优势受冲击。 同业竞争者:OpenAI、谷歌等需加速算力布局,传统航天企业生存空间被挤压。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"核心结论:利好马斯克商业生态及太空/AI赛道相关方,利空传统算力与航天企业。 利好方 马斯克旗下企业:SpaceX 获 AI 叙事抬升 IPO 估值,特斯拉、X平台共享生态协同红利。 相关投资方:中东主权基金等可借 IPO 布局太空 AI 赛道,xAI 股东通过换股实现退出。 产业链配套:卫星制造、航天材料企业受益于百万颗卫星发射需求。 利空方 传统云厂商:AWS、Azure 面临太空算力竞争,算力成本优势受冲击。 同业竞争者:OpenAI、谷歌等需加速算力布局,传统航天企业生存空间被挤压。 $特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/662e8a7b8a9a3f7765f330c21e997051"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/528773492060496","isVote":1,"tweetType":2,"object":{"id":"9f49461c369b4a72acd49dff3b00c16e","tweetId":"528773492060496","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/442149dc5145403715498002544/v.f30.mp4","poster":"https://static.tigerbbs.com/662e8a7b8a9a3f7765f330c21e997051"},"viewCount":6040,"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":"利好马斯克系企业,利空传统云商。","text":"利好马斯克系企业,利空传统云商。","html":"利好马斯克系企业,利空传统云商。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528369695601104,"gmtCreate":1770017476680,"gmtModify":1770018261278,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"美股懂投网 财满满","avatar":"https://static.tigerbbs.com/dbc663ace6e8f91f8b943425e61998ac","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"title":"懂投哥独家解读英伟达 甲骨文 微软 特斯拉 小米 阿里巴巴 百度 亚马逊 微策略等多家公司,今年资本市场会偏爱谁?","htmlText":"\n \n \n <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>\n \n","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>","text":"$英伟达(NVDA)$ $特斯拉(TSLA)$ $小米集团-W(01810)$ $谷歌(GOOG)$ $微软(MSFT)$","images":[{"img":"https://static.tigerbbs.com/7b05252d12ee2d18dd30f4075e377682"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528369695601104","isVote":1,"tweetType":2,"object":{"id":"8176c5b3ba41412ca23c5fa1b15a9e40","tweetId":"528369695601104","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/fe7706045145403715361669355/v.f30.mp4","poster":"https://static.tigerbbs.com/7b05252d12ee2d18dd30f4075e377682"},"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528009109709672,"gmtCreate":1769929369649,"gmtModify":1769931775886,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"美股懂投网 财满满","avatar":"https://static.tigerbbs.com/dbc663ace6e8f91f8b943425e61998ac","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"title":"懂投哥解读美股小米阿里巴巴以及黄金白银的底层逻辑是什么,对比一下谁的价值会更高!","htmlText":"\n \n \n 美股市场中黄金、白银标的与中概科技龙头小米、阿里巴巴,拆解各类资产估值底层逻辑,对比分析价值潜力与风险特征,为投资者提供差异化配置参考。短期贵金属弹性凸显,长期科技龙头价值取决于转型落地成效,二者适配不同风险偏好需求。 <a href=\"https://laohu8.com/S/159315\">$黄金股票(159315)$</a>\n \n","listText":"美股市场中黄金、白银标的与中概科技龙头小米、阿里巴巴,拆解各类资产估值底层逻辑,对比分析价值潜力与风险特征,为投资者提供差异化配置参考。短期贵金属弹性凸显,长期科技龙头价值取决于转型落地成效,二者适配不同风险偏好需求。 <a href=\"https://laohu8.com/S/159315\">$黄金股票(159315)$</a>","text":"美股市场中黄金、白银标的与中概科技龙头小米、阿里巴巴,拆解各类资产估值底层逻辑,对比分析价值潜力与风险特征,为投资者提供差异化配置参考。短期贵金属弹性凸显,长期科技龙头价值取决于转型落地成效,二者适配不同风险偏好需求。 $黄金股票(159315)$","images":[{"img":"https://static.tigerbbs.com/1cd70caa074d4729735a26d789c7f5ad"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/528009109709672","isVote":1,"tweetType":2,"object":{"id":"29e430b6ef504992a48ac26fe78e98ee","tweetId":"528009109709672","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/84c8889d5145403715237024946/v.f30.mp4","poster":"https://static.tigerbbs.com/1cd70caa074d4729735a26d789c7f5ad"},"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000503","authorId":"9000000000000503","name":"LisaEffie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000503","idStr":"9000000000000503"},"content":"小米转型快,黄金避险稳,各取所需吧。","text":"小米转型快,黄金避险稳,各取所需吧。","html":"小米转型快,黄金避险稳,各取所需吧。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526962074489416,"gmtCreate":1769703026024,"gmtModify":1769703586736,"author":{"id":"3558657583202309","authorId":"3558657583202309","name":"美股懂投网 财满满","avatar":"https://static.tigerbbs.com/dbc663ace6e8f91f8b943425e61998ac","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558657583202309","idStr":"3558657583202309"},"themes":[],"title":"懂投哥解读特斯拉发财报怎么看,小米和特斯拉需要怎么做,才能破局冲到2万亿市值?","htmlText":"\n \n \n 懂投哥解读特斯拉财报和未来发展,特斯拉25年Q4营收249 亿美元、每股收益 0.5 美元,汽车业务毛利率回升至 17.9%,但股价反映分歧 —— 盘后涨幅收窄至 1%。当前不宜盲目追高,核心矛盾在于传统汽车业务承压与 AI 转型溢价的估值撕裂。 FSD 需尽快获得中欧美监管批准,Austin 无安全员服务需规模化复制。Cybercab 4 月投产需达预期,Optimus 机器人 100 万台年产能需稳步推进。 短期关注自由现金流变化与资本支出管控,长期跟踪 FSD 订阅转化率与 AI 业务商业化进度。仅当自动驾驶与机器人业务形成稳定盈利,2 万亿市值才具备基本面支撑。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>\n \n","listText":"懂投哥解读特斯拉财报和未来发展,特斯拉25年Q4营收249 亿美元、每股收益 0.5 美元,汽车业务毛利率回升至 17.9%,但股价反映分歧 —— 盘后涨幅收窄至 1%。当前不宜盲目追高,核心矛盾在于传统汽车业务承压与 AI 转型溢价的估值撕裂。 FSD 需尽快获得中欧美监管批准,Austin 无安全员服务需规模化复制。Cybercab 4 月投产需达预期,Optimus 机器人 100 万台年产能需稳步推进。 短期关注自由现金流变化与资本支出管控,长期跟踪 FSD 订阅转化率与 AI 业务商业化进度。仅当自动驾驶与机器人业务形成稳定盈利,2 万亿市值才具备基本面支撑。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"懂投哥解读特斯拉财报和未来发展,特斯拉25年Q4营收249 亿美元、每股收益 0.5 美元,汽车业务毛利率回升至 17.9%,但股价反映分歧 —— 盘后涨幅收窄至 1%。当前不宜盲目追高,核心矛盾在于传统汽车业务承压与 AI 转型溢价的估值撕裂。 FSD 需尽快获得中欧美监管批准,Austin 无安全员服务需规模化复制。Cybercab 4 月投产需达预期,Optimus 机器人 100 万台年产能需稳步推进。 短期关注自由现金流变化与资本支出管控,长期跟踪 FSD 订阅转化率与 AI 业务商业化进度。仅当自动驾驶与机器人业务形成稳定盈利,2 万亿市值才具备基本面支撑。 $特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/cbee3d0bf9e85ec997b9d546d047eef9"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":14,"commentSize":7,"repostSize":2,"link":"https://laohu8.com/post/526962074489416","isVote":1,"tweetType":2,"object":{"id":"5da4e34e9c554eb2be7b96d98e9314f7","tweetId":"526962074489416","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/a3c1dfca5145403714947376564/v.f30.mp4","poster":"https://static.tigerbbs.com/cbee3d0bf9e85ec997b9d546d047eef9"},"viewCount":15030,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440379150795044","authorId":"3440379150795044","name":"快乐和健康","avatar":"https://static.tigerbbs.com/dc3d406c671c7347f88ebf91bb3b0070","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3440379150795044","idStr":"3440379150795044"},"content":"小米是小米;特斯拉是特斯拉。 一个死人不承认不道歉;一个YYDS。不能同日而语!","text":"小米是小米;特斯拉是特斯拉。 一个死人不承认不道歉;一个YYDS。不能同日而语!","html":"小米是小米;特斯拉是特斯拉。 一个死人不承认不道歉;一个YYDS。不能同日而语!"},{"author":{"id":"3447668806852675","authorId":"3447668806852675","name":"阿呆宝","avatar":"https://static.tigerbbs.com/d173b36d45dca536cb1c8f5631f03423","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3447668806852675","idStr":"3447668806852675"},"content":"xAI已经与美国战争部合作,用脚投票你以后还会用特斯拉的产品吗?!也许会全球抵制!","text":"xAI已经与美国战争部合作,用脚投票你以后还会用特斯拉的产品吗?!也许会全球抵制!","html":"xAI已经与美国战争部合作,用脚投票你以后还会用特斯拉的产品吗?!也许会全球抵制!"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}