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MURPHY是只黑天鹅
2020-07-08
??????
@Jackzz:有關之前美股和A股預測的補充
MURPHY是只黑天鹅
2019-10-28
$迅雷(XNET)$
[惊讶]
Go to Tiger App to see more news
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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>,其實馬斯克是個很聰明的商人,他能把電動車的優點發揮到極致,比如續航里程,造車成本控制,充電樁建設,市場判斷,我覺得他比任何一個基金經理或者CEO都要實在。他明白高定價的汽油車遲早要進入博物館,受政府節能減排歡迎的電動車纔是真正的未來趨勢,而且中國纔是未來電動汽車的主要市場,因爲美國人均汽車保有量已經飽和,每個美國人都人手一臺車,而人都有慣性,既然有汽油車何必換電動車,而且還有中國政府支持和補貼,馬斯克還故意把model 3價格降到補貼線,跟國產電動車競爭,這傻子都看得出來馬斯克想幹嗎。 你要相信電動車未來不只是生產電動車,與特斯拉競爭的還有NIO和Nikola, 對於馬斯克來說<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a> 是他在入侵中國電車市場必須除掉的一個威脅,NIO自己也知道自己對特斯拉來說很重要,所以NIO寧願賣一輛虧一輛也要填充市場份額,你看看NIO的財報,毛利率依然沒有得到改善,生產車的成本還是抵不過賣車的收入,每年還要求爺爺告奶奶找公司融資,錢基本不夠他燒,他唯一比特斯拉好的地方就是電池能更換,但說句實話誰買一輛車希望自己天天換電池,車本來就是耐用品。過去翻蓋手機流行時,電池都是可拆卸的,人們都喜歡帶配用電池,但隨着電池科技發展,電池蓄電量越來越大,智能手機也就不必設計成可拆卸電池了。 電車行業也是這個趨勢,馬斯克天天都在琢磨怎麼改進技術把電池續航提高,你對比以往的model S和現在的model 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S,你便會發現電池續航里程有很大突破。照這樣下去,NIO遲早得完蛋,而且NIO的創始人也不是像馬斯克一樣特別對技術專研,你從他簡單粗","images":[{"img":"https://static.tigerbbs.com/913bfeed86e02a3d64ef64e67c9533ff","width":"688","height":"1489"},{"img":"https://static.tigerbbs.com/b8ed4206f3873cb4fc531d31e56cfe6c","width":"688","height":"316"},{"img":"https://static.tigerbbs.com/9819a168a6d6c5a0f674a75974d65c55","width":"688","height":"411"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/949372841","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":660043821,"gmtCreate":1661335602765,"gmtModify":1676536769994,"author":{"id":"3531893355697109","authorId":"3531893355697109","name":"MURPHY是只黑天鹅","avatar":"https://static.tigerbbs.com/a96cddce4d30d6756839069c960f73e1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3531893355697109","authorIdStr":"3531893355697109"},"themes":[],"htmlText":"Winter Is Coming。--Stark Ren<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>","listText":"Winter Is Coming。--Stark Ren<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>","text":"Winter Is Coming。--Stark Ren$上证指数(000001.SH)$","images":[{"img":"https://static.tigerbbs.com/a75fc1c6870c0dd0b4f7b0d82469439c","width":"1023","height":"1600"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/660043821","isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":936649819,"gmtCreate":1572250558131,"gmtModify":1705409795255,"author":{"id":"3531893355697109","authorId":"3531893355697109","name":"MURPHY是只黑天鹅","avatar":"https://static.tigerbbs.com/a96cddce4d30d6756839069c960f73e1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3531893355697109","authorIdStr":"3531893355697109"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$</a> [惊讶] ","listText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$</a> [惊讶] ","text":"$迅雷(XNET)$ [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/936649819","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}