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淡定的蓝筹小茶馆
淡定的蓝筹小茶馆
·
11-05 23:17
$美团-W(03690)$
今天还可以
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10
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淡定的蓝筹小茶馆
淡定的蓝筹小茶馆
·
11-05 23:16
$小马智行(PONY)$
Robotaxi订单增长其实是验证商业模型的关键，小马现在的策略是保证规模和现金流两头兼顾。看看谁能长期活下来，这点也很重要，不止看股价波动
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551
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淡定的蓝筹小茶馆
淡定的蓝筹小茶馆
·
11-03
$小马智行(PONY)$
定价139港元，募资77亿港元直指L4自动驾驶商业化。行业龙头+政策东风，Robotaxi规模化落地要加速了
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486
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编组 21备份 2
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淡定的蓝筹小茶馆
淡定的蓝筹小茶馆
·
10-31
$小马智行(PONY)$
Robotaxi的落地节奏在提速，跑得越多，数据越值钱。技术护城河已经形成。
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145
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点赞
编组 21备份 2
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淡定的蓝筹小茶馆
淡定的蓝筹小茶馆
·
10-31
$复宏汉霖(02696)$
今天涨的不错，高盛都给出了100的目标价，看来43的潜力很大
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57
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编组 21备份 2
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淡定的蓝筹小茶馆
淡定的蓝筹小茶馆
·
10-30
$小马智行(PONY)$
Robotaxi在广州的试运营数据挺亮眼的，行驶里程和安全记录都在稳步增长。技术成熟就是最大的护城河，现在短期波动不要慌
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562
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1
编组 21备份 2
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淡定的蓝筹小茶馆
淡定的蓝筹小茶馆
·
10-30
$复宏汉霖(02696)$
这个价位是不是还不错，机会
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105
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淡定的蓝筹小茶馆
淡定的蓝筹小茶馆
·
10-29
$小马智行(PONY)$
机构普遍认为Robotaxi商业化会在明年前后进入正现金流阶段。这个节奏意味着小马可能是第一批实现自我造血的公司。
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764
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1
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1
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淡定的蓝筹小茶馆
淡定的蓝筹小茶馆
·
10-28
$小马智行(PONY)$
Robotaxi未来能不能赚钱？关键看成本和规模化。花旗的研报里提到，小马第七代车的自动驾驶系统BOM成本全球最低，比其他家领先1-2年。硬件折旧更低，RO人车比也高达1:20、年底预计到1:30。自动驾驶不是比酷，是比算得清账。今天冲的很猛哇
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716
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1
编组 21备份 2
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淡定的蓝筹小茶馆
淡定的蓝筹小茶馆
·
10-27
$小马智行(PONY)$
今天开局太猛了吧！资金重新聚焦自动驾驶第一股了
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714
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1
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href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> 机构普遍认为Robotaxi商业化会在明年前后进入正现金流阶段。这个节奏意味着小马可能是第一批实现自我造血的公司。","text":"$小马智行(PONY)$ 机构普遍认为Robotaxi商业化会在明年前后进入正现金流阶段。这个节奏意味着小马可能是第一批实现自我造血的公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/494456410325752","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494120857289384,"gmtCreate":1761661178854,"gmtModify":1761661180970,"author":{"id":"4218241451199990","authorId":"4218241451199990","name":"淡定的蓝筹小茶馆","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218241451199990","authorIdStr":"4218241451199990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>Robotaxi未来能不能赚钱？关键看成本和规模化。花旗的研报里提到，小马第七代车的自动驾驶系统BOM成本全球最低，比其他家领先1-2年。硬件折旧更低，RO人车比也高达1:20、年底预计到1:30。自动驾驶不是比酷，是比算得清账。今天冲的很猛哇","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>Robotaxi未来能不能赚钱？关键看成本和规模化。花旗的研报里提到，小马第七代车的自动驾驶系统BOM成本全球最低，比其他家领先1-2年。硬件折旧更低，RO人车比也高达1:20、年底预计到1:30。自动驾驶不是比酷，是比算得清账。今天冲的很猛哇","text":"$小马智行(PONY)$Robotaxi未来能不能赚钱？关键看成本和规模化。花旗的研报里提到，小马第七代车的自动驾驶系统BOM成本全球最低，比其他家领先1-2年。硬件折旧更低，RO人车比也高达1:20、年底预计到1:30。自动驾驶不是比酷，是比算得清账。今天冲的很猛哇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494120857289384","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493785798455752,"gmtCreate":1761574450289,"gmtModify":1761620473999,"author":{"id":"4218241451199990","authorId":"4218241451199990","name":"淡定的蓝筹小茶馆","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218241451199990","authorIdStr":"4218241451199990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>今天开局太猛了吧！资金重新聚焦自动驾驶第一股了","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>今天开局太猛了吧！资金重新聚焦自动驾驶第一股了","text":"$小马智行(PONY)$今天开局太猛了吧！资金重新聚焦自动驾驶第一股了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/493785798455752","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
