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美股懂投网 财满满
懂投网-提升投资认知！
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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?
$亚马逊(AMZN)$
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6,131
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1
编组 21备份 2
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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
$中芯国际(00981)$
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6,822
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1
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3
编组 21备份 2
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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？
$阿里巴巴(BABA)$
$小米集团-W(01810)$
$特斯拉(TSLA)$
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4,797
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3
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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？
$苹果(AAPL)$
$特斯拉(TSLA)$
$小米集团-W(01810)$
$比亚迪(002594)$
$蔚来(NIO)$
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2,941
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1
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4
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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？
$小米集团-W(01810)$
$苹果(AAPL)$
$特斯拉(TSLA)$
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700
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3
编组 21备份 2
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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。
$特斯拉(TSLA)$
$小米集团-W(01810)$
$比亚迪股份(01211)$
$苹果(AAPL)$
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1.14万
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2
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3
编组 21备份 2
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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。
$特斯拉(TSLA)$
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6,040
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1
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4
编组 21备份 2
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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？
$英伟达(NVDA)$
$特斯拉(TSLA)$
$小米集团-W(01810)$
$谷歌(GOOG)$
$微软(MSFT)$
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1,363
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2
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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。
$黄金股票(159315)$
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561
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1
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2
编组 21备份 2
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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。
$特斯拉(TSLA)$
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1.50万
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7
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14
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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？
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$特斯拉(TSLA)$","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 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$微软(MSFT)$","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 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