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透明人gf
透明人gf
·
2023-06-08
$Bumble Inc.(BMBL)$
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透明人gf
透明人gf
·
2023-01-28
$Affirm Holdings, Inc.(AFRM)$
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透明人gf
透明人gf
·
2022-12-16
$拼多多(PDD)$
pdd再走淘宝的老路，靠着阿里妈妈赚钱，既然如此，为啥同样的商业模式，pdd的pe可以这么高？显然，市场终归趋于理性
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透明人gf
透明人gf
·
2021-12-08
$拼多多(PDD)$
半年没见，没想到跌倒最低51，我怎么说来这，3月底我说pdd只值五六十最多，一帮人嘲讽，当时还是100多不少。不过现在我觉得估值逻辑又变了，pdd估计还要跌，毕竟阿里现在17倍的pe都不稳，那pdd何来自信保持在这个估值水平醒来，现在的逻辑，互联网零售还是零食，就像互联网金融，以前叫fintech，现在是techfin，现在美国应该会逐步开始裁员潮，经济下行会比预计的要快，国内已经动降准了，说明小微企业真的活不下去了，有兴趣可以看看李迅雷的报告，预估国内失业率20%，未来中美股市都不会太好，港股本身估值逻辑就不一样，港股更多的按照自由现金流而非股利贴现、因此中概股转港股，估值应该会普遍缩水，中概股核心问题不是中美摩擦，而是互联网逻辑的改变。我们半年以后再见，看看股市如何？目前，我已经清仓大半年
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透明人gf
透明人gf
·
2021-04-22
$UiPath(PATH)$
哈哈哈哈，所谓的rpa在16年开始，就在咨询行业推的风风火火，最后也没啥实际结果，说到底用的地方太少，玩法就是当年的按键精灵
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透明人gf
透明人gf
·
2021-03-27
$哔哩哔哩(BILI)$
我是b站忠实粉丝，但今年股价翻了10倍，收入才翻了一倍，市场终归要回归价值，特别是在流动性缩紧，通胀预期剧烈的背景下，估计跌倒100以下才是刚开始
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透明人gf
透明人gf
·
2021-03-24
$拼多多(PDD)$
抄底的兄弟们，还好吗？pdd跌倒100以下迟早的事情，估值太高了，市场本身就在杀估值，哪怕按照阿里的估值也才57，这跟这波放水前的水平差不多
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透明人gf
透明人gf
·
2021-03-23
$RLX科技(RLX)$
这一波杀估值会很漫长，但是长期我一定是看好rlx、我不认为现在时点是抄底的阶段，大盘不稳估值一直在被杀，其实逻辑很简单，这么多年，哪个行业是国家开了又闭了的，从新能源整车外资，互联网金融，包括以前的房地产等行业，一旦开放，就是疏大于堵，国家一直在提倡市场经济，因此监管是靴子落地，好事，对于rlx而言，c端市场恰恰最重要的是c端平台，而非b端上游制造，你看看做电子产品的，apple，小米啥情况，再看看b端上游的欧菲光啥的，缺了苹果客户、股价啥情况，所以掌握好最终用户的企业、才是未来的高估值企业，但是目前来看，rlx的短期抄底，我认为并没有结束，主要是纳指其实趋势还是向下，现在市场对于高估值太敏感了
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透明人gf
透明人gf
·
2021-03-19
$纳斯达克(.IXIC)$
$NQ100指数主连(NQmain)$
现在纳指对十年期国债的反应已经钝化了，个人认为差不多是入场点，但现在slr是否延期，美联储就是不发表意见，若不延期，将会短期造成极大的波动风险
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透明人gf
透明人gf
·
2021-03-18
$拼多多(PDD)$
只跟你们说一句，按照阿里的估值逻辑，pdd只值57块钱，况且阿里还包括阿里云，菜鸟等业务的想象空间，好自为之吧
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Inc.(AFRM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626738222","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623147927,"gmtCreate":1671159188070,"gmtModify":1671159559432,"author":{"id":"3560813204366302","authorId":"3560813204366302","name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560813204366302","authorIdStr":"3560813204366302"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>pdd再走淘宝的老路，靠着阿里妈妈赚钱，既然如此，为啥同样的商业模式，pdd的pe可以这么高？显然，市场终归趋于理性","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>pdd再走淘宝的老路，靠着阿里妈妈赚钱，既然如此，为啥同样的商业模式，pdd的pe可以这么高？显然，市场终归趋于理性","text":"$拼多多(PDD)$ pdd再走淘宝的老路，靠着阿里妈妈赚钱，既然如此，为啥同样的商业模式，pdd的pe可以这么高？显然，市场终归趋于理性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/623147927","isVote":1,"tweetType":1,"viewCount":2785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606540049,"gmtCreate":1638904642778,"gmtModify":1638945249147,"author":{"id":"3560813204366302","authorId":"3560813204366302","name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560813204366302","authorIdStr":"3560813204366302"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>半年没见，没想到跌倒最低51，我怎么说来这，3月底我说pdd只值五六十最多，一帮人嘲讽，当时还是100多不少。不过现在我觉得估值逻辑又变了，pdd估计还要跌，毕竟阿里现在17倍的pe都不稳，那pdd何来自信保持在这个估值水平醒来，现在的逻辑，互联网零售还是零食，就像互联网金融，以前叫fintech，现在是techfin，现在美国应该会逐步开始裁员潮，经济下行会比预计的要快，国内已经动降准了，说明小微企业真的活不下去了，有兴趣可以看看李迅雷的报告，预估国内失业率20%，未来中美股市都不会太好，港股本身估值逻辑就不一样，港股更多的按照自由现金流而非股利贴现、因此中概股转港股，估值应该会普遍缩水，中概股核心问题不是中美摩擦，而是互联网逻辑的改变。我们半年以后再见，看看股市如何？目前，我已经清仓大半年","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>半年没见，没想到跌倒最低51，我怎么说来这，3月底我说pdd只值五六十最多，一帮人嘲讽，当时还是100多不少。不过现在我觉得估值逻辑又变了，pdd估计还要跌，毕竟阿里现在17倍的pe都不稳，那pdd何来自信保持在这个估值水平醒来，现在的逻辑，互联网零售还是零食，就像互联网金融，以前叫fintech，现在是techfin，现在美国应该会逐步开始裁员潮，经济下行会比预计的要快，国内已经动降准了，说明小微企业真的活不下去了，有兴趣可以看看李迅雷的报告，预估国内失业率20%，未来中美股市都不会太好，港股本身估值逻辑就不一样，港股更多的按照自由现金流而非股利贴现、因此中概股转港股，估值应该会普遍缩水，中概股核心问题不是中美摩擦，而是互联网逻辑的改变。我们半年以后再见，看看股市如何？目前，我已经清仓大半年","text":"$拼多多(PDD)$半年没见，没想到跌倒最低51，我怎么说来这，3月底我说pdd只值五六十最多，一帮人嘲讽，当时还是100多不少。不过现在我觉得估值逻辑又变了，pdd估计还要跌，毕竟阿里现在17倍的pe都不稳，那pdd何来自信保持在这个估值水平醒来，现在的逻辑，互联网零售还是零食，就像互联网金融，以前叫fintech，现在是techfin，现在美国应该会逐步开始裁员潮，经济下行会比预计的要快，国内已经动降准了，说明小微企业真的活不下去了，有兴趣可以看看李迅雷的报告，预估国内失业率20%，未来中美股市都不会太好，港股本身估值逻辑就不一样，港股更多的按照自由现金流而非股利贴现、因此中概股转港股，估值应该会普遍缩水，中概股核心问题不是中美摩擦，而是互联网逻辑的改变。我们半年以后再见，看看股市如何？目前，我已经清仓大半年","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":5,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/606540049","isVote":1,"tweetType":1,"viewCount":20377,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/8e51a63f0a1a13425ecd08fb8583607a","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000314","authorIdStr":"9000000000000314"},"content":"通胀都这么严重了还敢降准，真的不知道怎么想的。","text":"通胀都这么严重了还敢降准，真的不知道怎么想的。","html":"通胀都这么严重了还敢降准，真的不知道怎么想的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376112931,"gmtCreate":1619097336523,"gmtModify":1619097336523,"author":{"id":"3560813204366302","authorId":"3560813204366302","name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560813204366302","authorIdStr":"3560813204366302"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>哈哈哈哈，所谓的rpa在16年开始，就在咨询行业推的风风火火，最后也没啥实际结果，说到底用的地方太少，玩法就是当年的按键精灵","listText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>哈哈哈哈，所谓的rpa在16年开始，就在咨询行业推的风风火火，最后也没啥实际结果，说到底用的地方太少，玩法就是当年的按键精灵","text":"$UiPath(PATH)$哈哈哈哈，所谓的rpa在16年开始，就在咨询行业推的风风火火，最后也没啥实际结果，说到底用的地方太少，玩法就是当年的按键精灵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376112931","isVote":1,"tweetType":1,"viewCount":3256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356271353,"gmtCreate":1616783400472,"gmtModify":1616783400472,"author":{"id":"3560813204366302","authorId":"3560813204366302","name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560813204366302","authorIdStr":"3560813204366302"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>我是b站忠实粉丝，但今年股价翻了10倍，收入才翻了一倍，市场终归要回归价值，特别是在流动性缩紧，通胀预期剧烈的背景下，估计跌倒100以下才是刚开始","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>我是b站忠实粉丝，但今年股价翻了10倍，收入才翻了一倍，市场终归要回归价值，特别是在流动性缩紧，通胀预期剧烈的背景下，估计跌倒100以下才是刚开始","text":"$哔哩哔哩(BILI)$我是b站忠实粉丝，但今年股价翻了10倍，收入才翻了一倍，市场终归要回归价值，特别是在流动性缩紧，通胀预期剧烈的背景下，估计跌倒100以下才是刚开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356271353","isVote":1,"tweetType":1,"viewCount":4204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351272677,"gmtCreate":1616600354999,"gmtModify":1616600354999,"author":{"id":"3560813204366302","authorId":"3560813204366302","name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560813204366302","authorIdStr":"3560813204366302"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>抄底的兄弟们，还好吗？pdd跌倒100以下迟早的事情，估值太高了，市场本身就在杀估值，哪怕按照阿里的估值也才57，这跟这波放水前的水平差不多","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>抄底的兄弟们，还好吗？pdd跌倒100以下迟早的事情，估值太高了，市场本身就在杀估值，哪怕按照阿里的估值也才57，这跟这波放水前的水平差不多","text":"$拼多多(PDD)$抄底的兄弟们，还好吗？pdd跌倒100以下迟早的事情，估值太高了，市场本身就在杀估值，哪怕按照阿里的估值也才57，这跟这波放水前的水平差不多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351272677","isVote":1,"tweetType":1,"viewCount":4973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353025890,"gmtCreate":1616434788610,"gmtModify":1616468202018,"author":{"id":"3560813204366302","authorId":"3560813204366302","name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560813204366302","authorIdStr":"3560813204366302"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>这一波杀估值会很漫长，但是长期我一定是看好rlx、我不认为现在时点是抄底的阶段，大盘不稳估值一直在被杀，其实逻辑很简单，这么多年，哪个行业是国家开了又闭了的，从新能源整车外资，互联网金融，包括以前的房地产等行业，一旦开放，就是疏大于堵，国家一直在提倡市场经济，因此监管是靴子落地，好事，对于rlx而言，c端市场恰恰最重要的是c端平台，而非b端上游制造，你看看做电子产品的，apple，小米啥情况，再看看b端上游的欧菲光啥的，缺了苹果客户、股价啥情况，所以掌握好最终用户的企业、才是未来的高估值企业，但是目前来看，rlx的短期抄底，我认为并没有结束，主要是纳指其实趋势还是向下，现在市场对于高估值太敏感了","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>这一波杀估值会很漫长，但是长期我一定是看好rlx、我不认为现在时点是抄底的阶段，大盘不稳估值一直在被杀，其实逻辑很简单，这么多年，哪个行业是国家开了又闭了的，从新能源整车外资，互联网金融，包括以前的房地产等行业，一旦开放，就是疏大于堵，国家一直在提倡市场经济，因此监管是靴子落地，好事，对于rlx而言，c端市场恰恰最重要的是c端平台，而非b端上游制造，你看看做电子产品的，apple，小米啥情况，再看看b端上游的欧菲光啥的，缺了苹果客户、股价啥情况，所以掌握好最终用户的企业、才是未来的高估值企业，但是目前来看，rlx的短期抄底，我认为并没有结束，主要是纳指其实趋势还是向下，现在市场对于高估值太敏感了","text":"$RLX科技(RLX)$这一波杀估值会很漫长，但是长期我一定是看好rlx、我不认为现在时点是抄底的阶段，大盘不稳估值一直在被杀，其实逻辑很简单，这么多年，哪个行业是国家开了又闭了的，从新能源整车外资，互联网金融，包括以前的房地产等行业，一旦开放，就是疏大于堵，国家一直在提倡市场经济，因此监管是靴子落地，好事，对于rlx而言，c端市场恰恰最重要的是c端平台，而非b端上游制造，你看看做电子产品的，apple，小米啥情况，再看看b端上游的欧菲光啥的，缺了苹果客户、股价啥情况，所以掌握好最终用户的企业、才是未来的高估值企业，但是目前来看，rlx的短期抄底，我认为并没有结束，主要是纳指其实趋势还是向下，现在市场对于高估值太敏感了","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/353025890","isVote":1,"tweetType":1,"viewCount":11418,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554464631486022","authorId":"3554464631486022","name":"manchester","avatar":"https://static.tigerbbs.com/fb4b7d1b735dc58e167d67759839ce27","crmLevel":5,"crmLevelSwitch":0,"idStr":"3554464631486022","authorIdStr":"3554464631486022"},"content":"和我的想法一样 我觉得可以结合财报再判断一下","text":"和我的想法一样 我觉得可以结合财报再判断一下","html":"和我的想法一样 我觉得可以结合财报再判断一下"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350994397,"gmtCreate":1616146593219,"gmtModify":1616146593219,"author":{"id":"3560813204366302","authorId":"3560813204366302","name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560813204366302","authorIdStr":"3560813204366302"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ </a>现在纳指对十年期国债的反应已经钝化了，个人认为差不多是入场点，但现在slr是否延期，美联储就是不发表意见，若不延期，将会短期造成极大的波动风险","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a><a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ </a>现在纳指对十年期国债的反应已经钝化了，个人认为差不多是入场点，但现在slr是否延期，美联储就是不发表意见，若不延期，将会短期造成极大的波动风险","text":"$纳斯达克(.IXIC)$$NQ100指数主连(NQmain)$ 现在纳指对十年期国债的反应已经钝化了，个人认为差不多是入场点，但现在slr是否延期，美联储就是不发表意见，若不延期，将会短期造成极大的波动风险","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/350994397","isVote":1,"tweetType":1,"viewCount":5451,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489375684122738","authorId":"3489375684122738","name":"啦啦啦ck","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3489375684122738","authorIdStr":"3489375684122738"},"content":"什么叫slr","text":"什么叫slr","html":"什么叫slr"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327166324,"gmtCreate":1616070971568,"gmtModify":1616070971568,"author":{"id":"3560813204366302","authorId":"3560813204366302","name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3560813204366302","authorIdStr":"3560813204366302"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>只跟你们说一句，按照阿里的估值逻辑，pdd只值57块钱，况且阿里还包括阿里云，菜鸟等业务的想象空间，好自为之吧","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>只跟你们说一句，按照阿里的估值逻辑，pdd只值57块钱，况且阿里还包括阿里云，菜鸟等业务的想象空间，好自为之吧","text":"$拼多多(PDD)$只跟你们说一句，按照阿里的估值逻辑，pdd只值57块钱，况且阿里还包括阿里云，菜鸟等业务的想象空间，好自为之吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/327166324","isVote":1,"tweetType":1,"viewCount":4903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}