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Super33
2024-10-30
$Rumble Inc.(RUM)$
Super33
2022-07-01
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@牛万理性做多中国:蔚來經歷了這一波後或迎來黃金佈局期-牛萬研究
Super33
2021-06-19
like and comment pls , thanks
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Super33
2021-06-18
like and comment pls
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Super33
2021-06-16
like and comment
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Super33
2021-06-14
like and comment
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Super33
2021-06-14
like and comment , thanks
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Super33
2021-05-29
RIP
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Pilot自動輔助駕駛系統,是基於蔚來自有技術打造,包括從感知、算法再到整個的規控。另外,NT2.0平臺還推出了超過200項全新功能,包括基於全新一代語音交互和情景智能引擎,讓NOMI實現交互體驗的全面進化。技術升級方面,通過軟硬件平臺、全棧自研的算法、端到端的數據閉環和運營能力的提升,NT2.0實現了快速迭代升級的能力,爲後續開通覆蓋更多場景的NAD服務,實現超越期","listText":"大家好我是牛萬,2022年已經過去一半,這半年分享了很多全球宏觀市場變化,以及對中美兩國權益市場的影響的理解,在fed加息週期的這一段,我們經歷了全球市場的大變局,這其中風險重重,但我卻認爲蘊藏着黃金交易機會。我的鐵粉們都知道,從年初開始我就一直在等待有些潛力股的價格合理化,目前,這樣的機會已經出現了一些。六月份我也進行了小倉位的佈局。今天和大家聊聊我一直關注的蔚來NIO。首先從交易思路上,我使用一貫的交易方法。即:股價=價值(公司基本面)+估值(貨幣環境),作爲一家智能電動汽車公司,核心是“現在”與“未來”的價差(價值不對稱和思維認知不對稱)到底有多少,我喜歡尋找價差大的標地,因爲那通常會帶來巨大回報。下面我們就從這兩個方面分析爲何我一個美式大排量燃油車迷,卻看好NIO的發展。價值部分基本面方面,我從產品技術、市場供需,兩個方面簡單闡述我的看法。NT2.0平臺今年6月,蔚來發布了全新的SUV車型ES7,這是蔚來基於第二代技術平臺NT2.0打造車型,現在馬路上已經可以見到ET7,頭上長着小犄角的激光雷達。加上此前發佈的ET5和ET7,目前NT2.0平臺已推出三款新車,並相繼進入密集投放期。我家樓下就有一家蔚來體驗店,我一直很不感冒,昨天朋友找我順便試駕了一下,我得承認確實顛覆了我的認知。雷達也太智能了,智能的有點可怕。車總體做工確實不錯,隔音避震阻尼駕乘感都拉到了滿分。在網上了解了一下,NT2.0平臺的NIO Pilot自動輔助駕駛系統,是基於蔚來自有技術打造,包括從感知、算法再到整個的規控。另外,NT2.0平臺還推出了超過200項全新功能,包括基於全新一代語音交互和情景智能引擎,讓NOMI實現交互體驗的全面進化。技術升級方面,通過軟硬件平臺、全棧自研的算法、端到端的數據閉環和運營能力的提升,NT2.0實現了快速迭代升級的能力,爲後續開通覆蓋更多場景的NAD服務,實現超越期","text":"大家好我是牛萬,2022年已經過去一半,這半年分享了很多全球宏觀市場變化,以及對中美兩國權益市場的影響的理解,在fed加息週期的這一段,我們經歷了全球市場的大變局,這其中風險重重,但我卻認爲蘊藏着黃金交易機會。我的鐵粉們都知道,從年初開始我就一直在等待有些潛力股的價格合理化,目前,這樣的機會已經出現了一些。六月份我也進行了小倉位的佈局。今天和大家聊聊我一直關注的蔚來NIO。首先從交易思路上,我使用一貫的交易方法。即:股價=價值(公司基本面)+估值(貨幣環境),作爲一家智能電動汽車公司,核心是“現在”與“未來”的價差(價值不對稱和思維認知不對稱)到底有多少,我喜歡尋找價差大的標地,因爲那通常會帶來巨大回報。下面我們就從這兩個方面分析爲何我一個美式大排量燃油車迷,卻看好NIO的發展。價值部分基本面方面,我從產品技術、市場供需,兩個方面簡單闡述我的看法。NT2.0平臺今年6月,蔚來發布了全新的SUV車型ES7,這是蔚來基於第二代技術平臺NT2.0打造車型,現在馬路上已經可以見到ET7,頭上長着小犄角的激光雷達。加上此前發佈的ET5和ET7,目前NT2.0平臺已推出三款新車,並相繼進入密集投放期。我家樓下就有一家蔚來體驗店,我一直很不感冒,昨天朋友找我順便試駕了一下,我得承認確實顛覆了我的認知。雷達也太智能了,智能的有點可怕。車總體做工確實不錯,隔音避震阻尼駕乘感都拉到了滿分。在網上了解了一下,NT2.0平臺的NIO 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