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大作手杰克
大作手杰克
·
2025-09-12
跑到一万亿刀乐问题不大，中国大厂的估值要整体起飞。
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大作手杰克
大作手杰克
·
2025-08-06
特斯拉的汽车业务未来几年都会承压，而且市场份额会被逐渐蚕食，而人形机器人以及人工智能未来几个季度不能很好叙事，股价快速腰斩不是不可能的。再一个，美国贸易战短时间内看似利好美国，但长时间来看并不利于巨头们的夸张，一个很重要的原因就是成本增加，制造业重回，确实会增加就业等，但是巨头扩张的逻辑恰恰相反，它们需要的廉价的劳动力，需要独享资源。其它巨头都有各种的强力核心业务，微软是软件加ai云之王，脸书是无敌的社交加ai之王，谷歌是搜索加系统之王，苹果是手机之王，亚马逊的电商平台和云霸主，英伟达是ai芯片之王。特斯拉没有错，就是遇见了特朗普，再加上汽车行业实在太卷，无法像其它巨头那样做到壁垒高筑，无法替代，因此，掉队其实是必然的，博通的市场长时间高于特斯拉了。特斯拉被剔除七巨头其实只是时间问题。
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大作手杰克
大作手杰克
·
2025-08-02
汽车这块基本上也就这样了，未来可能还会进一步被压缩。主要是竞争太大卷的太狠，营收很难上去，除非未来在xai以及人形机器人上面寻求增长点，但是这两块卷得更狠，很难从几个大厂里面杀出重围，再加上马斯克被特朗普针对，日子特斯拉总体的日子肯定不好过。个人认为，特斯拉的估值极有可能会继续萎缩。
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大作手杰克
大作手杰克
·
2025-08-01
放眼全球，我的梦想ETF:微软+英伟达+脸书+** 微软（软件之王+AI与云计算） 英伟达（AI芯片之王，4万亿霸主） 脸书(社交之王+扎克伯格梭哈) **(基站之王+鸿蒙+**，全能小可爱制衡美卡脖子技术的中坚力量)。
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大作手杰克
大作手杰克
·
2025-07-23
当韭菜吗？疯狂暴雨就要来了，做好被狠薅的准备
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大作手杰克
大作手杰克
·
2025-07-23
美股真是太牛逼了，换在a股，特斯拉能值五千亿美元？美国和华尔街全都在往巨头上豪赌
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大作手杰克
大作手杰克
·
2025-05-01
台积电的好日子大概率要到头了！以川子的性格，到时候会整出纽积电、佛积电、加积电，
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大作手杰克
大作手杰克
·
2025-04-26
$特斯拉(TSLA)$
股价大概率还要砍半
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大作手杰克
大作手杰克
·
2025-03-27
靠嘴吹吗？
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