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富甲1方
2020-12-22
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@老虎基金超市:AM資訊 | 美股上演大逆轉!拜登公開接種新冠疫苗
富甲1方
2020-12-12
really?
@秋木林:2028年,蔚來和理想會繼續漲300%-720%
富甲1方
2020-10-19
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富甲1方
2020-09-05
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富甲1方
2020-07-16
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富甲1方
2020-06-09
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| 美股上演大逆轉!拜登公開接種新冠疫苗","htmlText":"美股收評(12.22): 美股週一低開高走收盤漲跌不一,此前因美國疫情惡化,英國新冠病毒變異,引發了市場恐慌,導致避險情緒升溫,三大股指一度跌逾1%,但美國國會就9000億美元的疫情紓困計劃達成協議,限制了市場跌幅。 截至收盤,標普500指數跌0.39%,報3694.92點;納斯達克指數跌0.10%,報12742.52點;道瓊斯指數漲0.12%,報30216.45點。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道瓊斯(.DJI)$</a> 美股十一大板塊悉數下跌。其中能源、電信業務、公用事業等跌幅居前,分別下跌2.63%、2.02%、1.57%。 道瓊斯成份股跌多漲少。其中高盛<a target=\"_blank\" href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a>、耐克<a target=\"_blank\" href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a>、摩根大通<a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a>等漲幅居前,分別上漲6.13%、4.91%、3.75%。英特爾<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特爾(INTC)$</a>、IBM","listText":"美股收評(12.22): 美股週一低開高走收盤漲跌不一,此前因美國疫情惡化,英國新冠病毒變異,引發了市場恐慌,導致避險情緒升溫,三大股指一度跌逾1%,但美國國會就9000億美元的疫情紓困計劃達成協議,限制了市場跌幅。 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1.理想毛利率目前19%,蔚來是9%點多。你覺得2028年的時候,理想毛利率提高到22%,蔚來提高到16%-18%,問題大不大?(電池成本,和汽車產業配件成本會下降,參考智能手機,智能家電)還有企業管理水平,以及店坪銷量。 2.第二個,你覺得一輛40萬-50萬人民幣的車,毛利18%-20%左右,合不合理? 3.第三個問題。蔚來上月交付6200輛 理想是4600輛,你覺得明年的這個月,蔚來賣1.0萬-1.2萬量/月,理想賣8000-9000輛/月,問題大不大? 4.目前中國汽車保有量3.65億,到2028年有30%的新能源車1億保有量有沒有問題? 5.目前新能源車僅佔3.65億的5%市場份額,剩下95%份額的車主,是否有40%車主(1億),在未來7年內,會考慮新能源車? 6.中國希望全球石油稱霸,還是電能稱霸? 如果上述6個問題,你的回答都是: YES,那麼你繼續往下看。否則,你可以不用看了,怕你認知不夠,看完生氣。蔚來汽車: 2028年 年產150萬1.80萬輛+50萬授權(廣汽蔚來等)(分別是: 2020年=4萬,2021年=10萬,2022年=20萬,2025年=50萬/年,2028年=80萬/年)=80萬輛=估值560億美元。2.毛利率18%(單車10萬毛利)=淨","listText":"特斯拉,2028年,估值1萬億+(目前:600美元=5700億市值)蔚來汽車,2028年,估值3000億+美元。(目前:45美元=600億美元市值)理想汽車,2028年,估值2100億+美元。(目前:32美元=290億美元市值)小鵬汽車和比亞迪,2028年,估值1200億-1500億美元。(目前:43美元=310億美元市值)首先:看此文章,請回答下列問題! 1.理想毛利率目前19%,蔚來是9%點多。你覺得2028年的時候,理想毛利率提高到22%,蔚來提高到16%-18%,問題大不大?(電池成本,和汽車產業配件成本會下降,參考智能手機,智能家電)還有企業管理水平,以及店坪銷量。 2.第二個,你覺得一輛40萬-50萬人民幣的車,毛利18%-20%左右,合不合理? 3.第三個問題。蔚來上月交付6200輛 理想是4600輛,你覺得明年的這個月,蔚來賣1.0萬-1.2萬量/月,理想賣8000-9000輛/月,問題大不大? 4.目前中國汽車保有量3.65億,到2028年有30%的新能源車1億保有量有沒有問題? 5.目前新能源車僅佔3.65億的5%市場份額,剩下95%份額的車主,是否有40%車主(1億),在未來7年內,會考慮新能源車? 6.中國希望全球石油稱霸,還是電能稱霸? 如果上述6個問題,你的回答都是: YES,那麼你繼續往下看。否則,你可以不用看了,怕你認知不夠,看完生氣。蔚來汽車: 2028年 年產150萬1.80萬輛+50萬授權(廣汽蔚來等)(分別是: 2020年=4萬,2021年=10萬,2022年=20萬,2025年=50萬/年,2028年=80萬/年)=80萬輛=估值560億美元。2.毛利率18%(單車10萬毛利)=淨","text":"特斯拉,2028年,估值1萬億+(目前:600美元=5700億市值)蔚來汽車,2028年,估值3000億+美元。(目前:45美元=600億美元市值)理想汽車,2028年,估值2100億+美元。(目前:32美元=290億美元市值)小鵬汽車和比亞迪,2028年,估值1200億-1500億美元。(目前:43美元=310億美元市值)首先:看此文章,請回答下列問題! 1.理想毛利率目前19%,蔚來是9%點多。你覺得2028年的時候,理想毛利率提高到22%,蔚來提高到16%-18%,問題大不大?(電池成本,和汽車產業配件成本會下降,參考智能手機,智能家電)還有企業管理水平,以及店坪銷量。 2.第二個,你覺得一輛40萬-50萬人民幣的車,毛利18%-20%左右,合不合理? 3.第三個問題。蔚來上月交付6200輛 理想是4600輛,你覺得明年的這個月,蔚來賣1.0萬-1.2萬量/月,理想賣8000-9000輛/月,問題大不大? 4.目前中國汽車保有量3.65億,到2028年有30%的新能源車1億保有量有沒有問題? 5.目前新能源車僅佔3.65億的5%市場份額,剩下95%份額的車主,是否有40%車主(1億),在未來7年內,會考慮新能源車? 6.中國希望全球石油稱霸,還是電能稱霸? 如果上述6個問題,你的回答都是: YES,那麼你繼續往下看。否則,你可以不用看了,怕你認知不夠,看完生氣。蔚來汽車: 2028年 年產150萬1.80萬輛+50萬授權(廣汽蔚來等)(分別是: 2020年=4萬,2021年=10萬,2022年=20萬,2025年=50萬/年,2028年=80萬/年)=80萬輛=估值560億美元。2.毛利率18%(單車10萬毛利)=淨","images":[{"img":"https://static.tigerbbs.com/80cbc1fbd4e19ddf650db9622f5a3897","width":"500","height":"333"},{"img":"https://static.tigerbbs.com/2e85dcd1a1b86b672f5a19cc4037fef5","width":"931","height":"829"},{"img":"https://static.tigerbbs.com/2a40b637548ac1f90afb6b648deef418","width":"600","height":"436"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395844622","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303179249,"gmtCreate":1603074529281,"gmtModify":1705071180914,"author":{"id":"3544758155915251","authorId":"3544758155915251","name":"富甲1方","avatar":"https://static.tigerbbs.com/71536dcd6ac929e83d71047e7a018a49","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544758155915251","authorIdStr":"3544758155915251"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303179249","repostId":"1110082709","repostType":4,"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":978540303,"gmtCreate":1599313763402,"gmtModify":1705061406897,"author":{"id":"3544758155915251","authorId":"3544758155915251","name":"富甲1方","avatar":"https://static.tigerbbs.com/71536dcd6ac929e83d71047e7a018a49","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544758155915251","authorIdStr":"3544758155915251"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/978540303","repostId":"1163884030","repostType":4,"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":941886723,"gmtCreate":1594865653562,"gmtModify":1705046849649,"author":{"id":"3544758155915251","authorId":"3544758155915251","name":"富甲1方","avatar":"https://static.tigerbbs.com/71536dcd6ac929e83d71047e7a018a49","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544758155915251","authorIdStr":"3544758155915251"},"themes":[],"htmlText":"Mark","listText":"Mark","text":"Mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/941886723","repostId":"1192997610","repostType":4,"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":956658780,"gmtCreate":1591687469740,"gmtModify":1705316144062,"author":{"id":"3544758155915251","authorId":"3544758155915251","name":"富甲1方","avatar":"https://static.tigerbbs.com/71536dcd6ac929e83d71047e7a018a49","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544758155915251","authorIdStr":"3544758155915251"},"themes":[],"htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/956658780","repostId":"1188933087","repostType":4,"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":330680691,"gmtCreate":1608603242013,"gmtModify":1704975459053,"author":{"id":"3544758155915251","authorId":"3544758155915251","name":"富甲1方","avatar":"https://static.tigerbbs.com/71536dcd6ac929e83d71047e7a018a49","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544758155915251","authorIdStr":"3544758155915251"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/330680691","repostId":"330618238","repostType":1,"repost":{"id":330618238,"gmtCreate":1608602141324,"gmtModify":1704975451082,"author":{"id":"3502415555983394","authorId":"3502415555983394","name":"老虎基金超市","avatar":"https://static.tigerbbs.com/7f6e7195890e53547328d5a4bde7c129","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502415555983394","authorIdStr":"3502415555983394"},"themes":[],"title":"AM資訊 | 美股上演大逆轉!拜登公開接種新冠疫苗","htmlText":"美股收評(12.22): 美股週一低開高走收盤漲跌不一,此前因美國疫情惡化,英國新冠病毒變異,引發了市場恐慌,導致避險情緒升溫,三大股指一度跌逾1%,但美國國會就9000億美元的疫情紓困計劃達成協議,限制了市場跌幅。 截至收盤,標普500指數跌0.39%,報3694.92點;納斯達克指數跌0.10%,報12742.52點;道瓊斯指數漲0.12%,報30216.45點。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道瓊斯(.DJI)$</a> 美股十一大板塊悉數下跌。其中能源、電信業務、公用事業等跌幅居前,分別下跌2.63%、2.02%、1.57%。 道瓊斯成份股跌多漲少。其中高盛<a target=\"_blank\" href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a>、耐克<a target=\"_blank\" href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a>、摩根大通<a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a>等漲幅居前,分別上漲6.13%、4.91%、3.75%。英特爾<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特爾(INTC)$</a>、IBM","listText":"美股收評(12.22): 美股週一低開高走收盤漲跌不一,此前因美國疫情惡化,英國新冠病毒變異,引發了市場恐慌,導致避險情緒升溫,三大股指一度跌逾1%,但美國國會就9000億美元的疫情紓困計劃達成協議,限制了市場跌幅。 截至收盤,標普500指數跌0.39%,報3694.92點;納斯達克指數跌0.10%,報12742.52點;道瓊斯指數漲0.12%,報30216.45點。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道瓊斯(.DJI)$</a> 美股十一大板塊悉數下跌。其中能源、電信業務、公用事業等跌幅居前,分別下跌2.63%、2.02%、1.57%。 道瓊斯成份股跌多漲少。其中高盛<a target=\"_blank\" href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a>、耐克<a target=\"_blank\" href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a>、摩根大通<a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a>等漲幅居前,分別上漲6.13%、4.91%、3.75%。英特爾<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特爾(INTC)$</a>、IBM","text":"美股收評(12.22): 美股週一低開高走收盤漲跌不一,此前因美國疫情惡化,英國新冠病毒變異,引發了市場恐慌,導致避險情緒升溫,三大股指一度跌逾1%,但美國國會就9000億美元的疫情紓困計劃達成協議,限制了市場跌幅。 截至收盤,標普500指數跌0.39%,報3694.92點;納斯達克指數跌0.10%,報12742.52點;道瓊斯指數漲0.12%,報30216.45點。$標普500(.SPX)$$納斯達克(.IXIC)$$道瓊斯(.DJI)$ 美股十一大板塊悉數下跌。其中能源、電信業務、公用事業等跌幅居前,分別下跌2.63%、2.02%、1.57%。 道瓊斯成份股跌多漲少。其中高盛$高盛(GS)$、耐克$耐克(NKE)$、摩根大通$摩根大通(JPM)$等漲幅居前,分別上漲6.13%、4.91%、3.75%。英特爾$英特爾(INTC)$、IBM","images":[{"img":"https://static.tigerbbs.com/d17b29736e43e82e6b42617fd48ccdc7","width":"1000","height":"750"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330618238","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501106545228696","authorId":"3501106545228696","name":"小小小小C","avatar":"https://static.tigerbbs.com/709cd7e5f945ef682395bdc6a2c8a147","crmLevel":2,"crmLevelSwitch":0,"idStr":"3501106545228696","authorIdStr":"3501106545228696"},"content":"[财迷] [财迷] [财迷] [财迷]","text":"[财迷] [财迷] [财迷] [财迷]","html":"[财迷] [财迷] [财迷] 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1.理想毛利率目前19%,蔚來是9%點多。你覺得2028年的時候,理想毛利率提高到22%,蔚來提高到16%-18%,問題大不大?(電池成本,和汽車產業配件成本會下降,參考智能手機,智能家電)還有企業管理水平,以及店坪銷量。 2.第二個,你覺得一輛40萬-50萬人民幣的車,毛利18%-20%左右,合不合理? 3.第三個問題。蔚來上月交付6200輛 理想是4600輛,你覺得明年的這個月,蔚來賣1.0萬-1.2萬量/月,理想賣8000-9000輛/月,問題大不大? 4.目前中國汽車保有量3.65億,到2028年有30%的新能源車1億保有量有沒有問題? 5.目前新能源車僅佔3.65億的5%市場份額,剩下95%份額的車主,是否有40%車主(1億),在未來7年內,會考慮新能源車? 6.中國希望全球石油稱霸,還是電能稱霸? 如果上述6個問題,你的回答都是: YES,那麼你繼續往下看。否則,你可以不用看了,怕你認知不夠,看完生氣。蔚來汽車: 2028年 年產150萬1.80萬輛+50萬授權(廣汽蔚來等)(分別是: 2020年=4萬,2021年=10萬,2022年=20萬,2025年=50萬/年,2028年=80萬/年)=80萬輛=估值560億美元。2.毛利率18%(單車10萬毛利)=淨","listText":"特斯拉,2028年,估值1萬億+(目前:600美元=5700億市值)蔚來汽車,2028年,估值3000億+美元。(目前:45美元=600億美元市值)理想汽車,2028年,估值2100億+美元。(目前:32美元=290億美元市值)小鵬汽車和比亞迪,2028年,估值1200億-1500億美元。(目前:43美元=310億美元市值)首先:看此文章,請回答下列問題! 1.理想毛利率目前19%,蔚來是9%點多。你覺得2028年的時候,理想毛利率提高到22%,蔚來提高到16%-18%,問題大不大?(電池成本,和汽車產業配件成本會下降,參考智能手機,智能家電)還有企業管理水平,以及店坪銷量。 2.第二個,你覺得一輛40萬-50萬人民幣的車,毛利18%-20%左右,合不合理? 3.第三個問題。蔚來上月交付6200輛 理想是4600輛,你覺得明年的這個月,蔚來賣1.0萬-1.2萬量/月,理想賣8000-9000輛/月,問題大不大? 4.目前中國汽車保有量3.65億,到2028年有30%的新能源車1億保有量有沒有問題? 5.目前新能源車僅佔3.65億的5%市場份額,剩下95%份額的車主,是否有40%車主(1億),在未來7年內,會考慮新能源車? 6.中國希望全球石油稱霸,還是電能稱霸? 如果上述6個問題,你的回答都是: YES,那麼你繼續往下看。否則,你可以不用看了,怕你認知不夠,看完生氣。蔚來汽車: 2028年 年產150萬1.80萬輛+50萬授權(廣汽蔚來等)(分別是: 2020年=4萬,2021年=10萬,2022年=20萬,2025年=50萬/年,2028年=80萬/年)=80萬輛=估值560億美元。2.毛利率18%(單車10萬毛利)=淨","text":"特斯拉,2028年,估值1萬億+(目前:600美元=5700億市值)蔚來汽車,2028年,估值3000億+美元。(目前:45美元=600億美元市值)理想汽車,2028年,估值2100億+美元。(目前:32美元=290億美元市值)小鵬汽車和比亞迪,2028年,估值1200億-1500億美元。(目前:43美元=310億美元市值)首先:看此文章,請回答下列問題! 1.理想毛利率目前19%,蔚來是9%點多。你覺得2028年的時候,理想毛利率提高到22%,蔚來提高到16%-18%,問題大不大?(電池成本,和汽車產業配件成本會下降,參考智能手機,智能家電)還有企業管理水平,以及店坪銷量。 2.第二個,你覺得一輛40萬-50萬人民幣的車,毛利18%-20%左右,合不合理? 3.第三個問題。蔚來上月交付6200輛 理想是4600輛,你覺得明年的這個月,蔚來賣1.0萬-1.2萬量/月,理想賣8000-9000輛/月,問題大不大? 4.目前中國汽車保有量3.65億,到2028年有30%的新能源車1億保有量有沒有問題? 5.目前新能源車僅佔3.65億的5%市場份額,剩下95%份額的車主,是否有40%車主(1億),在未來7年內,會考慮新能源車? 6.中國希望全球石油稱霸,還是電能稱霸? 如果上述6個問題,你的回答都是: YES,那麼你繼續往下看。否則,你可以不用看了,怕你認知不夠,看完生氣。蔚來汽車: 2028年 年產150萬1.80萬輛+50萬授權(廣汽蔚來等)(分別是: 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