分享我的交易策略 - 老虎社区

罗尼交易指南

08-11 17:20

【罗尼交易指南】-2025.8.11-划重点！比特币今日有望再创历史，以太坊8月可能再探4800~

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【罗尼交易指南】-2025.8.11-划重点！比特币今日有望再创历史，以太坊8月可能再探4800~

罗尼交易指南

08-08

【罗尼交易指南】-2025.8.8-以太坊剑指4000，本周能否再创新高？

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【罗尼交易指南】-2025.8.8-以太坊剑指4000，本周能否再创新高？

罗尼交易指南

08-07

【罗尼交易指南】-2025.8.7-整个币圈陷入震荡，酝酿大行情？

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【罗尼交易指南】-2025.8.7-整个币圈陷入震荡，酝酿大行情？

罗尼交易指南

08-06

【罗尼交易指南】-2025.8.6-莱特币冲高回落玩花活，比特币继续震荡没机会。

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【罗尼交易指南】-2025.8.6-莱特币冲高回落玩花活，比特币继续震荡没机会。

罗尼交易指南

08-05

【罗尼交易指南】-2025.8.5-莱特币暴涨破120，以太坊反弹重回3700。

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【罗尼交易指南】-2025.8.5-莱特币暴涨破120，以太坊反弹重回3700。

罗尼交易指南

08-04

【罗尼交易指南】-2025.8.4-比特币小幅反弹，本周将继续维持通道内震荡。

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【罗尼交易指南】-2025.8.4-比特币小幅反弹，本周将继续维持通道内震荡。

罗尼交易指南

08-02

【罗尼交易指南】-2025.8.2-隔夜非农再作妖，黄金涨回50%，比特币跌破113。

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【罗尼交易指南】-2025.8.2-隔夜非农再作妖，黄金涨回50%，比特币跌破113。

罗尼交易指南

08-01

【罗尼交易指南】-2025.8.1-比特币走出回调预期，今晚非农还有变数？

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【罗尼交易指南】-2025.8.1-比特币走出回调预期，今晚非农还有变数？

罗尼交易指南

07-31

【罗尼交易指南】-2025.7.31-比特币7月大阳线，8月你说是阴是阳？

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【罗尼交易指南】-2025.7.31-比特币7月大阳线，8月你说是阴是阳？

罗尼交易指南

07-30

【罗尼交易指南】-2025.7.30-大饼以太不温不火，今晚小非农能否助推市场？

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【罗尼交易指南】-2025.7.30-大饼以太不温不火，今晚小非农能否助推市场？

罗尼交易指南

07-29

【罗尼交易指南】-2025.7.29-MKR阻力位精准回落，SUI极速回调轻松止盈~

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【罗尼交易指南】-2025.7.29-MKR阻力位精准回落，SUI极速回调轻松止盈~

罗尼交易指南

07-28

【罗尼交易指南】-2025.7.28-BTC即将重回12w，ETH突破3900，相信趋势的力量！

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【罗尼交易指南】-2025.7.28-BTC即将重回12w，ETH突破3900，相信趋势的力量！

罗尼交易指南

07-26

【罗尼交易指南】-2025.7.26-比特币再度V反涨3000点，这就是币圈~

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【罗尼交易指南】-2025.7.26-比特币再度V反涨3000点，这就是币圈~

罗尼交易指南

07-25

【罗尼交易指南】-2025.7.25-比特币再度跳水3000点，水平支撑位能撑住吗？

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【罗尼交易指南】-2025.7.25-比特币再度跳水3000点，水平支撑位能撑住吗？

罗尼交易指南

07-24

【罗尼交易指南】-2025.7.24-瑞波币高位回落17%，比特币依然原地踏步酝酿行情。

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【罗尼交易指南】-2025.7.24-瑞波币高位回落17%，比特币依然原地踏步酝酿行情。

罗尼交易指南

07-23

【罗尼交易指南】-2025.7.23-BNB开始表演站上800，今年有望冲击1000？

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【罗尼交易指南】-2025.7.23-BNB开始表演站上800，今年有望冲击1000？

罗尼交易指南

07-22

【罗尼交易指南】-2025.7.22-SOL冲破200大关，BTC维持高位震荡。

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【罗尼交易指南】-2025.7.22-SOL冲破200大关，BTC维持高位震荡。

罗尼交易指南

07-21

【罗尼交易指南】-2025.7.21-以太坊周线图超级大阳线冲破3800，本周还能继续涨吗？

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【罗尼交易指南】-2025.7.21-以太坊周线图超级大阳线冲破3800，本周还能继续涨吗？

罗尼交易指南

07-19

【罗尼交易指南】-2025.7.19-别再错过！今晚斐波那契实战直播！

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【罗尼交易指南】-2025.7.19-别再错过！今晚斐波那契实战直播！

罗尼交易指南

07-18

【罗尼交易指南】-2025.7.18-还在涨！以太坊ETH毫无人性破3600大关！

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【罗尼交易指南】-2025.7.18-还在涨！以太坊ETH毫无人性破3600大关！

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回溯历史，创新药板块已连跌4年。以中证创新药指数为例，2021-2024年分别下跌10.61%、25.74%、11.91%和16.51%。在此期间，无数投资者左侧抄底买入，坚信创新药板块一定能触底反转，然后就是越跌越买，底部似乎遥遥无期。 这一次，创新药板块真能迎来周期反转吗？ 政策全链条赋能，创新药产业开启全球化领跑新周期 近年来，围绕“研发减负-审批加速-支付破局”，政策端持续发力，系统性推动我国创新药产业从追赶者向全球领跑者转型，成功实现国际化破局，为行业打开了广阔空间，也成为本轮行情的核心催化因素。 2024年7月5日，国常会审议通过的《全链条支持创新药发展实施方案》聚焦研发、审批、市场、资本四大环节，通过加速临床试验与审评（如60日优先通道）、优化医保准入（动态调整机制）、拓宽融资渠道（科创板/港股支持）及推动国际化（数据互认试点）等举措，系统性提升国产创新药竞争力，目标缩短新药上市周期至3-5年。 在研发环节，强化基础研究投入，重点支持靶点发现、分子设计等源头创新，鼓励产学研合作并试点\"附条件上市\"机制以加速高临床价值药物落地，同时通过税收优惠和专项基金激励企业研发投入。如深圳坪山区对临床3期创新药按研发投入20%给予最高700万元奖励，叠加MAH证（A证最高1000万，B证500万）、国际化注册（300万/国，上限1000万）及研发投入5%奖励（上限500万）、销售突破奖（最高5000万）等政策，形成“研发-临床-上市-销售-国际化”全链条支持体系。 审评环节则大幅优化流程，将创新药临床试验审批时间压缩至30个工作日，对罕见病药","listText":"2025年以来，创新药板块迎来爆发式增长，在A股与港股市场均取得显著超额收益。截至6月17日，中证创新药指数（931152.CSI）年内涨幅为13.43%，恒生港股通创新药指数（HSSCID.HI）更是大涨60%，均远超同期大盘表现。 回溯历史，创新药板块已连跌4年。以中证创新药指数为例，2021-2024年分别下跌10.61%、25.74%、11.91%和16.51%。在此期间，无数投资者左侧抄底买入，坚信创新药板块一定能触底反转，然后就是越跌越买，底部似乎遥遥无期。 这一次，创新药板块真能迎来周期反转吗？ 政策全链条赋能，创新药产业开启全球化领跑新周期 近年来，围绕“研发减负-审批加速-支付破局”，政策端持续发力，系统性推动我国创新药产业从追赶者向全球领跑者转型，成功实现国际化破局，为行业打开了广阔空间，也成为本轮行情的核心催化因素。 2024年7月5日，国常会审议通过的《全链条支持创新药发展实施方案》聚焦研发、审批、市场、资本四大环节，通过加速临床试验与审评（如60日优先通道）、优化医保准入（动态调整机制）、拓宽融资渠道（科创板/港股支持）及推动国际化（数据互认试点）等举措，系统性提升国产创新药竞争力，目标缩短新药上市周期至3-5年。 在研发环节，强化基础研究投入，重点支持靶点发现、分子设计等源头创新，鼓励产学研合作并试点\"附条件上市\"机制以加速高临床价值药物落地，同时通过税收优惠和专项基金激励企业研发投入。如深圳坪山区对临床3期创新药按研发投入20%给予最高700万元奖励，叠加MAH证（A证最高1000万，B证500万）、国际化注册（300万/国，上限1000万）及研发投入5%奖励（上限500万）、销售突破奖（最高5000万）等政策，形成“研发-临床-上市-销售-国际化”全链条支持体系。 审评环节则大幅优化流程，将创新药临床试验审批时间压缩至30个工作日，对罕见病药","text":"2025年以来，创新药板块迎来爆发式增长，在A股与港股市场均取得显著超额收益。截至6月17日，中证创新药指数（931152.CSI）年内涨幅为13.43%，恒生港股通创新药指数（HSSCID.HI）更是大涨60%，均远超同期大盘表现。 回溯历史，创新药板块已连跌4年。以中证创新药指数为例，2021-2024年分别下跌10.61%、25.74%、11.91%和16.51%。在此期间，无数投资者左侧抄底买入，坚信创新药板块一定能触底反转，然后就是越跌越买，底部似乎遥遥无期。 这一次，创新药板块真能迎来周期反转吗？ 政策全链条赋能，创新药产业开启全球化领跑新周期 近年来，围绕“研发减负-审批加速-支付破局”，政策端持续发力，系统性推动我国创新药产业从追赶者向全球领跑者转型，成功实现国际化破局，为行业打开了广阔空间，也成为本轮行情的核心催化因素。 2024年7月5日，国常会审议通过的《全链条支持创新药发展实施方案》聚焦研发、审批、市场、资本四大环节，通过加速临床试验与审评（如60日优先通道）、优化医保准入（动态调整机制）、拓宽融资渠道（科创板/港股支持）及推动国际化（数据互认试点）等举措，系统性提升国产创新药竞争力，目标缩短新药上市周期至3-5年。 在研发环节，强化基础研究投入，重点支持靶点发现、分子设计等源头创新，鼓励产学研合作并试点\"附条件上市\"机制以加速高临床价值药物落地，同时通过税收优惠和专项基金激励企业研发投入。如深圳坪山区对临床3期创新药按研发投入20%给予最高700万元奖励，叠加MAH证（A证最高1000万，B证500万）、国际化注册（300万/国，上限1000万）及研发投入5%奖励（上限500万）、销售突破奖（最高5000万）等政策，形成“研发-临床-上市-销售-国际化”全链条支持体系。 审评环节则大幅优化流程，将创新药临床试验审批时间压缩至30个工作日，对罕见病药","images":[{"img":"https://static.tigerbbs.com/77c5720ef38a5e66abe4ec2e05b369f3","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447238746427680","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":461483008774152,"gmtCreate":1753676175224,"gmtModify":1753682186802,"author":{"id":"4090389484897590","authorId":"4090389484897590","name":"罗尼交易指南","avatar":"https://static.tigerbbs.com/3a5c157256e0398040e8bd07f5ab59b0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090389484897590","idStr":"4090389484897590"},"themes":[],"title":"【罗尼交易指南】-2025.7.28-BTC即将重回12w，ETH突破3900，相信趋势的力量！","htmlText":"\n \n \n  ..\n 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三花智控是全球最大的制冷空调控制元器件和全球领先的汽车热管理系统零部件制造商，公司起源于1984年成立的新昌制冷配件厂，2005年登陆A股，市值968亿！ <a href=\"https://laohu8.com/S/002050\">$三花智控(002050)$</a> 2024年，三花智控收入达279亿，上市至今年收入复合增速高达27.5%，在9个主要产品类别市场占有率为全球第一： 自2005年上市以来，三花智控股价暴涨26倍： A+H上市股近期受到投资者追捧，尤其是宁德时代和恒瑞医药IPO首日大涨，其中，宁德时代H股竟然比A股贵了近11%，实属罕见！恒瑞医药相比A股也仅折价2%： 同属行业龙头且在全球排名靠前的三花智控，能否复制宁德时代和恒瑞医药的辉煌？ 首先，A+H新股能否打新的关键在于H股折价率，如宁德时代港股IPO折价约6%、恒瑞医药折价27%。 三花智控的市值明显低于宁德时代和恒瑞医药，预计会有明显折价，但折价比率需要等正式招股时才能知道。 其次，三花智控在行业地位方面不输宁德时代和恒瑞医药。 三花智控主要是做制冷空调控制元器件，包括电子膨胀阀、四通换向阀、微通道换热器、泵 类产品（如Omega泵）及控制器产品（包括变频控制器及压力传感器）。有关产品广泛应 用于空调、冰箱、工业制冷、冷链运输、热泵采暖及洗衣机等领域，如下图所示： 于2024年，按收入计，三花智控于全球制冷空调阀、换热器及泵市场排名第一，而于制冷空调控制器市场则排名第二。同年，按收入计，公司的四通换向阀、电子膨胀阀、微通道换 热器、截止阀、电磁阀、Omega泵及球阀于其各自全球市场中排名第一，市场占有率分别为55.4%、51.4%、43.4%、39.1%、47.7%、53.6%及32.8%。同年，按收入计，压力传感器于全球传感器市场中排名第二，市场占有率","listText":"6月4日，三花智控通过港交所聆讯，即将上市。 三花智控是全球最大的制冷空调控制元器件和全球领先的汽车热管理系统零部件制造商，公司起源于1984年成立的新昌制冷配件厂，2005年登陆A股，市值968亿！ <a href=\"https://laohu8.com/S/002050\">$三花智控(002050)$</a> 2024年，三花智控收入达279亿，上市至今年收入复合增速高达27.5%，在9个主要产品类别市场占有率为全球第一： 自2005年上市以来，三花智控股价暴涨26倍： A+H上市股近期受到投资者追捧，尤其是宁德时代和恒瑞医药IPO首日大涨，其中，宁德时代H股竟然比A股贵了近11%，实属罕见！恒瑞医药相比A股也仅折价2%： 同属行业龙头且在全球排名靠前的三花智控，能否复制宁德时代和恒瑞医药的辉煌？ 首先，A+H新股能否打新的关键在于H股折价率，如宁德时代港股IPO折价约6%、恒瑞医药折价27%。 三花智控的市值明显低于宁德时代和恒瑞医药，预计会有明显折价，但折价比率需要等正式招股时才能知道。 其次，三花智控在行业地位方面不输宁德时代和恒瑞医药。 三花智控主要是做制冷空调控制元器件，包括电子膨胀阀、四通换向阀、微通道换热器、泵 类产品（如Omega泵）及控制器产品（包括变频控制器及压力传感器）。有关产品广泛应 用于空调、冰箱、工业制冷、冷链运输、热泵采暖及洗衣机等领域，如下图所示： 于2024年，按收入计，三花智控于全球制冷空调阀、换热器及泵市场排名第一，而于制冷空调控制器市场则排名第二。同年，按收入计，公司的四通换向阀、电子膨胀阀、微通道换 热器、截止阀、电磁阀、Omega泵及球阀于其各自全球市场中排名第一，市场占有率分别为55.4%、51.4%、43.4%、39.1%、47.7%、53.6%及32.8%。同年，按收入计，压力传感器于全球传感器市场中排名第二，市场占有率","text":"6月4日，三花智控通过港交所聆讯，即将上市。 三花智控是全球最大的制冷空调控制元器件和全球领先的汽车热管理系统零部件制造商，公司起源于1984年成立的新昌制冷配件厂，2005年登陆A股，市值968亿！ $三花智控(002050)$ 2024年，三花智控收入达279亿，上市至今年收入复合增速高达27.5%，在9个主要产品类别市场占有率为全球第一： 自2005年上市以来，三花智控股价暴涨26倍： A+H上市股近期受到投资者追捧，尤其是宁德时代和恒瑞医药IPO首日大涨，其中，宁德时代H股竟然比A股贵了近11%，实属罕见！恒瑞医药相比A股也仅折价2%： 同属行业龙头且在全球排名靠前的三花智控，能否复制宁德时代和恒瑞医药的辉煌？ 首先，A+H新股能否打新的关键在于H股折价率，如宁德时代港股IPO折价约6%、恒瑞医药折价27%。 三花智控的市值明显低于宁德时代和恒瑞医药，预计会有明显折价，但折价比率需要等正式招股时才能知道。 其次，三花智控在行业地位方面不输宁德时代和恒瑞医药。 三花智控主要是做制冷空调控制元器件，包括电子膨胀阀、四通换向阀、微通道换热器、泵 类产品（如Omega泵）及控制器产品（包括变频控制器及压力传感器）。有关产品广泛应 用于空调、冰箱、工业制冷、冷链运输、热泵采暖及洗衣机等领域，如下图所示： 于2024年，按收入计，三花智控于全球制冷空调阀、换热器及泵市场排名第一，而于制冷空调控制器市场则排名第二。同年，按收入计，公司的四通换向阀、电子膨胀阀、微通道换 热器、截止阀、电磁阀、Omega泵及球阀于其各自全球市场中排名第一，市场占有率分别为55.4%、51.4%、43.4%、39.1%、47.7%、53.6%及32.8%。同年，按收入计，压力传感器于全球传感器市场中排名第二，市场占有率","images":[{"img":"https://static.tigerbbs.com/d64f5ef3b3ead973ef865a4e04b3fe04","width":"1194","height":"652"},{"img":"https://static.tigerbbs.com/2bb09b519a3190c89340cd1b44622e11","width":"1630","height":"786"},{"img":"https://static.tigerbbs.com/6d293c1c0d1c66cd5d42d9fa82674ce2","width":"479","height":"511"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":4,"repostSize":4,"link":"https://laohu8.com/post/444141062439144","isVote":1,"tweetType":1,"viewCount":8389,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548712052573855","authorId":"3548712052573855","name":"稻草人的风筝","avatar":"https://static.tigerbbs.com/bbe8c366cd157bd0ed68672768c0b052","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3548712052573855","idStr":"3548712052573855"},"content":"希望给机会让我们参与","text":"希望给机会让我们参与","html":"希望给机会让我们参与"}],"imageCount":11,"langContent":"CN","totalScore":0},{"id":446337523553160,"gmtCreate":1749975105336,"gmtModify":1749982791379,"author":{"id":"3499753196034567","authorId":"3499753196034567","name":"薛洪言","avatar":"https://static.tigerbbs.com/734f4c3555940b5c07f9212ada2cd51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499753196034567","idStr":"3499753196034567"},"themes":[],"title":"重大信号！下周A股怎么走？","htmlText":"本周，全球主要市场涨跌互现。 韩国综合指数（2.94%）、恒生指数（0.42%）、日经225指数、英国富时100指数收红；德国DAX（-3.24%）、法国CAC40（-1.54%）、胡志明、恒生科技指数均跌超1%。中证A50、沪深300、恒生指数、恒生科技涨幅分别为-0.55%、-0.25%、0.42%和-0.89%。 本周全球市场在多重力量交织下呈现显著分化，核心驱动力源于中东地缘政治风险的急剧升级。 以色列对伊朗纳坦兹核设施的军事打击及伊朗的反击行动，引发市场对霍尔木兹海峡原油运输通道可能受阻的深度忧虑，原油供应中断风险骤然升温。这一担忧直接推动布伦特与WTI原油期货价格单日飙升超7%，周涨幅分别达13.1%和13.3%，最高触及78.5美元/桶和76.62美元/桶。若油价站稳70美元上方，据彭博测算，美国CPI或环比上升0.5%，存在通胀传导风险。 资本市场方面，标普能源板块周涨2.1%，跑赢大盘（标普500周跌0.39%），能源股逆势走强。安联研究部认为美联储降息预期推迟至12月，美债收益率曲线趋陡（2/10年期利差扩大），显示出货币政策受到约束。 地缘冲突再次激活避险需求，现货黄金周涨3.17%，收于3452.6美元/盎司，全球央行持续购金（2024年净购1045吨）的长期趋势进一步强化其作为无信用风险资产的吸引力。反映市场恐慌情绪的VIX指数周度上涨24.15%收于20.82点。 与此同时，全球央行储备格局的深刻演变持续支撑黄金价值。欧洲央行报告揭示，2024年黄金占全球外汇储备比例已达20%，超越欧元成为第二大储备资产；中国连续7个月增持，印度、土耳其购金量亦创纪录。这一结构性需求（2025年Q1全球官方储备新增244吨）为金价提供了坚实底部，叠加美元指数周跌1.08%至98.13的助推效应，黄金市场呈现避险与货币属性共振的强势特征。 上述因素共同塑造了全球资","listText":"本周，全球主要市场涨跌互现。 韩国综合指数（2.94%）、恒生指数（0.42%）、日经225指数、英国富时100指数收红；德国DAX（-3.24%）、法国CAC40（-1.54%）、胡志明、恒生科技指数均跌超1%。中证A50、沪深300、恒生指数、恒生科技涨幅分别为-0.55%、-0.25%、0.42%和-0.89%。 本周全球市场在多重力量交织下呈现显著分化，核心驱动力源于中东地缘政治风险的急剧升级。 以色列对伊朗纳坦兹核设施的军事打击及伊朗的反击行动，引发市场对霍尔木兹海峡原油运输通道可能受阻的深度忧虑，原油供应中断风险骤然升温。这一担忧直接推动布伦特与WTI原油期货价格单日飙升超7%，周涨幅分别达13.1%和13.3%，最高触及78.5美元/桶和76.62美元/桶。若油价站稳70美元上方，据彭博测算，美国CPI或环比上升0.5%，存在通胀传导风险。 资本市场方面，标普能源板块周涨2.1%，跑赢大盘（标普500周跌0.39%），能源股逆势走强。安联研究部认为美联储降息预期推迟至12月，美债收益率曲线趋陡（2/10年期利差扩大），显示出货币政策受到约束。 地缘冲突再次激活避险需求，现货黄金周涨3.17%，收于3452.6美元/盎司，全球央行持续购金（2024年净购1045吨）的长期趋势进一步强化其作为无信用风险资产的吸引力。反映市场恐慌情绪的VIX指数周度上涨24.15%收于20.82点。 与此同时，全球央行储备格局的深刻演变持续支撑黄金价值。欧洲央行报告揭示，2024年黄金占全球外汇储备比例已达20%，超越欧元成为第二大储备资产；中国连续7个月增持，印度、土耳其购金量亦创纪录。这一结构性需求（2025年Q1全球官方储备新增244吨）为金价提供了坚实底部，叠加美元指数周跌1.08%至98.13的助推效应，黄金市场呈现避险与货币属性共振的强势特征。 上述因素共同塑造了全球资","text":"本周，全球主要市场涨跌互现。 韩国综合指数（2.94%）、恒生指数（0.42%）、日经225指数、英国富时100指数收红；德国DAX（-3.24%）、法国CAC40（-1.54%）、胡志明、恒生科技指数均跌超1%。中证A50、沪深300、恒生指数、恒生科技涨幅分别为-0.55%、-0.25%、0.42%和-0.89%。 本周全球市场在多重力量交织下呈现显著分化，核心驱动力源于中东地缘政治风险的急剧升级。 以色列对伊朗纳坦兹核设施的军事打击及伊朗的反击行动，引发市场对霍尔木兹海峡原油运输通道可能受阻的深度忧虑，原油供应中断风险骤然升温。这一担忧直接推动布伦特与WTI原油期货价格单日飙升超7%，周涨幅分别达13.1%和13.3%，最高触及78.5美元/桶和76.62美元/桶。若油价站稳70美元上方，据彭博测算，美国CPI或环比上升0.5%，存在通胀传导风险。 资本市场方面，标普能源板块周涨2.1%，跑赢大盘（标普500周跌0.39%），能源股逆势走强。安联研究部认为美联储降息预期推迟至12月，美债收益率曲线趋陡（2/10年期利差扩大），显示出货币政策受到约束。 地缘冲突再次激活避险需求，现货黄金周涨3.17%，收于3452.6美元/盎司，全球央行持续购金（2024年净购1045吨）的长期趋势进一步强化其作为无信用风险资产的吸引力。反映市场恐慌情绪的VIX指数周度上涨24.15%收于20.82点。 与此同时，全球央行储备格局的深刻演变持续支撑黄金价值。欧洲央行报告揭示，2024年黄金占全球外汇储备比例已达20%，超越欧元成为第二大储备资产；中国连续7个月增持，印度、土耳其购金量亦创纪录。这一结构性需求（2025年Q1全球官方储备新增244吨）为金价提供了坚实底部，叠加美元指数周跌1.08%至98.13的助推效应，黄金市场呈现避险与货币属性共振的强势特征。 上述因素共同塑造了全球资","images":[{"img":"https://static.tigerbbs.com/d8762485615f42a2217d9715665d1190","width":"1024","height":"998"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446337523553160","isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":446337522122976,"gmtCreate":1749974948861,"gmtModify":1749982787100,"author":{"id":"3499753196034567","authorId":"3499753196034567","name":"薛洪言","avatar":"https://static.tigerbbs.com/734f4c3555940b5c07f9212ada2cd51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499753196034567","idStr":"3499753196034567"},"themes":[],"title":"重大信号！下周A股怎么走？","htmlText":"本周，全球主要市场涨跌互现。 韩国综合指数（2.94%）、恒生指数（0.42%）、日经225指数、英国富时100指数收红；德国DAX（-3.24%）、法国CAC40（-1.54%）、胡志明、恒生科技指数均跌超1%。中证A50、沪深300、恒生指数、恒生科技涨幅分别为-0.55%、-0.25%、0.42%和-0.89%。 本周全球市场在多重力量交织下呈现显著分化，核心驱动力源于中东地缘政治风险的急剧升级。 以色列对伊朗纳坦兹核设施的军事打击及伊朗的反击行动，引发市场对霍尔木兹海峡原油运输通道可能受阻的深度忧虑，原油供应中断风险骤然升温。这一担忧直接推动布伦特与WTI原油期货价格单日飙升超7%，周涨幅分别达13.1%和13.3%，最高触及78.5美元/桶和76.62美元/桶。若油价站稳70美元上方，据彭博测算，美国CPI或环比上升0.5%，存在通胀传导风险。 资本市场方面，标普能源板块周涨2.1%，跑赢大盘（标普500周跌0.39%），能源股逆势走强。安联研究部认为美联储降息预期推迟至12月，美债收益率曲线趋陡（2/10年期利差扩大），显示出货币政策受到约束。 地缘冲突再次激活避险需求，现货黄金周涨3.17%，收于3452.6美元/盎司，全球央行持续购金（2024年净购1045吨）的长期趋势进一步强化其作为无信用风险资产的吸引力。反映市场恐慌情绪的VIX指数周度上涨24.15%收于20.82点。 与此同时，全球央行储备格局的深刻演变持续支撑黄金价值。欧洲央行报告揭示，2024年黄金占全球外汇储备比例已达20%，超越欧元成为第二大储备资产；中国连续7个月增持，印度、土耳其购金量亦创纪录。这一结构性需求（2025年Q1全球官方储备新增244吨）为金价提供了坚实底部，叠加美元指数周跌1.08%至98.13的助推效应，黄金市场呈现避险与货币属性共振的强势特征。 上述因素共同塑造了全球资","listText":"本周，全球主要市场涨跌互现。 韩国综合指数（2.94%）、恒生指数（0.42%）、日经225指数、英国富时100指数收红；德国DAX（-3.24%）、法国CAC40（-1.54%）、胡志明、恒生科技指数均跌超1%。中证A50、沪深300、恒生指数、恒生科技涨幅分别为-0.55%、-0.25%、0.42%和-0.89%。 本周全球市场在多重力量交织下呈现显著分化，核心驱动力源于中东地缘政治风险的急剧升级。 以色列对伊朗纳坦兹核设施的军事打击及伊朗的反击行动，引发市场对霍尔木兹海峡原油运输通道可能受阻的深度忧虑，原油供应中断风险骤然升温。这一担忧直接推动布伦特与WTI原油期货价格单日飙升超7%，周涨幅分别达13.1%和13.3%，最高触及78.5美元/桶和76.62美元/桶。若油价站稳70美元上方，据彭博测算，美国CPI或环比上升0.5%，存在通胀传导风险。 资本市场方面，标普能源板块周涨2.1%，跑赢大盘（标普500周跌0.39%），能源股逆势走强。安联研究部认为美联储降息预期推迟至12月，美债收益率曲线趋陡（2/10年期利差扩大），显示出货币政策受到约束。 地缘冲突再次激活避险需求，现货黄金周涨3.17%，收于3452.6美元/盎司，全球央行持续购金（2024年净购1045吨）的长期趋势进一步强化其作为无信用风险资产的吸引力。反映市场恐慌情绪的VIX指数周度上涨24.15%收于20.82点。 与此同时，全球央行储备格局的深刻演变持续支撑黄金价值。欧洲央行报告揭示，2024年黄金占全球外汇储备比例已达20%，超越欧元成为第二大储备资产；中国连续7个月增持，印度、土耳其购金量亦创纪录。这一结构性需求（2025年Q1全球官方储备新增244吨）为金价提供了坚实底部，叠加美元指数周跌1.08%至98.13的助推效应，黄金市场呈现避险与货币属性共振的强势特征。 上述因素共同塑造了全球资","text":"本周，全球主要市场涨跌互现。 韩国综合指数（2.94%）、恒生指数（0.42%）、日经225指数、英国富时100指数收红；德国DAX（-3.24%）、法国CAC40（-1.54%）、胡志明、恒生科技指数均跌超1%。中证A50、沪深300、恒生指数、恒生科技涨幅分别为-0.55%、-0.25%、0.42%和-0.89%。 本周全球市场在多重力量交织下呈现显著分化，核心驱动力源于中东地缘政治风险的急剧升级。 以色列对伊朗纳坦兹核设施的军事打击及伊朗的反击行动，引发市场对霍尔木兹海峡原油运输通道可能受阻的深度忧虑，原油供应中断风险骤然升温。这一担忧直接推动布伦特与WTI原油期货价格单日飙升超7%，周涨幅分别达13.1%和13.3%，最高触及78.5美元/桶和76.62美元/桶。若油价站稳70美元上方，据彭博测算，美国CPI或环比上升0.5%，存在通胀传导风险。 资本市场方面，标普能源板块周涨2.1%，跑赢大盘（标普500周跌0.39%），能源股逆势走强。安联研究部认为美联储降息预期推迟至12月，美债收益率曲线趋陡（2/10年期利差扩大），显示出货币政策受到约束。 地缘冲突再次激活避险需求，现货黄金周涨3.17%，收于3452.6美元/盎司，全球央行持续购金（2024年净购1045吨）的长期趋势进一步强化其作为无信用风险资产的吸引力。反映市场恐慌情绪的VIX指数周度上涨24.15%收于20.82点。 与此同时，全球央行储备格局的深刻演变持续支撑黄金价值。欧洲央行报告揭示，2024年黄金占全球外汇储备比例已达20%，超越欧元成为第二大储备资产；中国连续7个月增持，印度、土耳其购金量亦创纪录。这一结构性需求（2025年Q1全球官方储备新增244吨）为金价提供了坚实底部，叠加美元指数周跌1.08%至98.13的助推效应，黄金市场呈现避险与货币属性共振的强势特征。 上述因素共同塑造了全球资","images":[{"img":"https://static.tigerbbs.com/d8762485615f42a2217d9715665d1190","width":"1024","height":"998"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446337522122976","isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":460772547465592,"gmtCreate":1753502379579,"gmtModify":1753507777476,"author":{"id":"4090389484897590","authorId":"4090389484897590","name":"罗尼交易指南","avatar":"https://static.tigerbbs.com/3a5c157256e0398040e8bd07f5ab59b0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090389484897590","idStr":"4090389484897590"},"themes":[],"title":"【罗尼交易指南】-2025.7.26-比特币再度V反涨3000点，这就是币圈~","htmlText":"\n \n \n  ..\n \n","listText":"..","text":"..","images":[{"img":"https://static.tigerbbs.com/e27799201dc442dbb6cd865609d8253a"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460772547465592","isVote":1,"tweetType":2,"object":{"id":"6869d7100e4d47baa2633fb1f5a3e8e8","tweetId":"460772547465592","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/80dea1895145403693064978505/DOUEwnlCyC4A.mp4","poster":"https://static.tigerbbs.com/e27799201dc442dbb6cd865609d8253a"},"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444564877402296,"gmtCreate":1749558090915,"gmtModify":1750211003952,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"圣贝拉IPO：月子界爱马仕，值得搞吗？","htmlText":"6月9日，圣贝拉通过港交所聆讯，上市在即。 圣贝拉是亚洲及中国最大的产后护理及修复集团（以2024年月子中心的收入计算）、中国增长最快的规模化产后护理及修复集团（以2022年至2024年收入增长率计算）以及中国内地首家拓展至中国内地以外地区的月子中心运营商！ 圣贝拉月子中心提供产后护理和修复服务，这些中心的服务地点大多在租赁的高端酒店。目前拥有三个月子中心品牌，分别是圣贝拉（针对高净值家庭的超高端旗舰月子中心品牌）、艾屿（针对中高产家庭的高端品牌，通过营造舒缓的环境来关注心理健康）及小贝拉（针对年轻中产家庭的轻奢品牌）。 截止目前，圣贝拉在全球拥有96家月子中心，其中包括62家自营中心（及34家管理中心（即由第三方全资拥有或拥有大部分权益并由圣贝拉管理的中心）： 圣贝拉月子中心是国内高端品牌，2024年每名自营月子中心产后护理客户的平均收入为23.9万，被誉为月子界的爱马仕！ 除月子中心业务外，圣贝拉还有家庭护理服务及食品业务，其中，家庭护理服务通过旗下的予家品牌提供，公司会安排具备相应技能的婴儿护理人员，为客户提供所需的家庭护理服务，将专业服务模式扩展到产后护理之外。食品业务则通过于2021年收购的品牌广禾堂开展。 广禾堂在营养、健康及保健领域拥有20多年的历史，是中国女性相关食品行业领军者之一。产品创新以植物提取物和专利配方为核心，借鉴传统中药理论，开发全面产品组合。于2024年，圣贝拉的广禾堂旗舰店于天猫及抖音的产后营养品类别的销售金额排名第一。 目前，圣贝拉的收入主要来自月子中心，2024年营收占比高达85%，家庭护理服务及食品业务占比较低： 从业绩上看，圣贝拉去年营收7.99亿，同比增长43%： 2024年圣贝拉亏损5.4亿，主要是由于向投资者发行的金融工具（即向上市前投资者发行的附优先权的若干股份及认股权证）的公允价值变动所致。其公允价值的增加确认为公允价值亏损","listText":"6月9日，圣贝拉通过港交所聆讯，上市在即。 圣贝拉是亚洲及中国最大的产后护理及修复集团（以2024年月子中心的收入计算）、中国增长最快的规模化产后护理及修复集团（以2022年至2024年收入增长率计算）以及中国内地首家拓展至中国内地以外地区的月子中心运营商！ 圣贝拉月子中心提供产后护理和修复服务，这些中心的服务地点大多在租赁的高端酒店。目前拥有三个月子中心品牌，分别是圣贝拉（针对高净值家庭的超高端旗舰月子中心品牌）、艾屿（针对中高产家庭的高端品牌，通过营造舒缓的环境来关注心理健康）及小贝拉（针对年轻中产家庭的轻奢品牌）。 截止目前，圣贝拉在全球拥有96家月子中心，其中包括62家自营中心（及34家管理中心（即由第三方全资拥有或拥有大部分权益并由圣贝拉管理的中心）： 圣贝拉月子中心是国内高端品牌，2024年每名自营月子中心产后护理客户的平均收入为23.9万，被誉为月子界的爱马仕！ 除月子中心业务外，圣贝拉还有家庭护理服务及食品业务，其中，家庭护理服务通过旗下的予家品牌提供，公司会安排具备相应技能的婴儿护理人员，为客户提供所需的家庭护理服务，将专业服务模式扩展到产后护理之外。食品业务则通过于2021年收购的品牌广禾堂开展。 广禾堂在营养、健康及保健领域拥有20多年的历史，是中国女性相关食品行业领军者之一。产品创新以植物提取物和专利配方为核心，借鉴传统中药理论，开发全面产品组合。于2024年，圣贝拉的广禾堂旗舰店于天猫及抖音的产后营养品类别的销售金额排名第一。 目前，圣贝拉的收入主要来自月子中心，2024年营收占比高达85%，家庭护理服务及食品业务占比较低： 从业绩上看，圣贝拉去年营收7.99亿，同比增长43%： 2024年圣贝拉亏损5.4亿，主要是由于向投资者发行的金融工具（即向上市前投资者发行的附优先权的若干股份及认股权证）的公允价值变动所致。其公允价值的增加确认为公允价值亏损","text":"6月9日，圣贝拉通过港交所聆讯，上市在即。 圣贝拉是亚洲及中国最大的产后护理及修复集团（以2024年月子中心的收入计算）、中国增长最快的规模化产后护理及修复集团（以2022年至2024年收入增长率计算）以及中国内地首家拓展至中国内地以外地区的月子中心运营商！ 圣贝拉月子中心提供产后护理和修复服务，这些中心的服务地点大多在租赁的高端酒店。目前拥有三个月子中心品牌，分别是圣贝拉（针对高净值家庭的超高端旗舰月子中心品牌）、艾屿（针对中高产家庭的高端品牌，通过营造舒缓的环境来关注心理健康）及小贝拉（针对年轻中产家庭的轻奢品牌）。 截止目前，圣贝拉在全球拥有96家月子中心，其中包括62家自营中心（及34家管理中心（即由第三方全资拥有或拥有大部分权益并由圣贝拉管理的中心）： 圣贝拉月子中心是国内高端品牌，2024年每名自营月子中心产后护理客户的平均收入为23.9万，被誉为月子界的爱马仕！ 除月子中心业务外，圣贝拉还有家庭护理服务及食品业务，其中，家庭护理服务通过旗下的予家品牌提供，公司会安排具备相应技能的婴儿护理人员，为客户提供所需的家庭护理服务，将专业服务模式扩展到产后护理之外。食品业务则通过于2021年收购的品牌广禾堂开展。 广禾堂在营养、健康及保健领域拥有20多年的历史，是中国女性相关食品行业领军者之一。产品创新以植物提取物和专利配方为核心，借鉴传统中药理论，开发全面产品组合。于2024年，圣贝拉的广禾堂旗舰店于天猫及抖音的产后营养品类别的销售金额排名第一。 目前，圣贝拉的收入主要来自月子中心，2024年营收占比高达85%，家庭护理服务及食品业务占比较低： 从业绩上看，圣贝拉去年营收7.99亿，同比增长43%： 2024年圣贝拉亏损5.4亿，主要是由于向投资者发行的金融工具（即向上市前投资者发行的附优先权的若干股份及认股权证）的公允价值变动所致。其公允价值的增加确认为公允价值亏损","images":[{"img":"https://static.tigerbbs.com/d8e5a15363e376ca6ff5643f44670499","width":"1197","height":"672"},{"img":"https://static.tigerbbs.com/7e511920493e79dcd8cc499e9da588d5","width":"802","height":"732"},{"img":"https://static.tigerbbs.com/bf39452e6d150ed2a3d4f6d3744f5519","width":"1144","height":"307"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":15,"commentSize":8,"repostSize":3,"link":"https://laohu8.com/post/444564877402296","isVote":1,"tweetType":1,"viewCount":11824,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/b1c0fdec2b419399e39fd0a7b103ef63","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4088626949262520","idStr":"4088626949262520"},"content":"好的月子中心是真的贵[捂脸]","text":"好的月子中心是真的贵[捂脸]","html":"好的月子中心是真的贵[捂脸]"}],"imageCount":10,"langContent":"CN","totalScore":0},{"id":442624949321744,"gmtCreate":1749085456905,"gmtModify":1749086748623,"author":{"id":"4120462527107840","authorId":"4120462527107840","name":"明大教主","avatar":"https://static.tigerbbs.com/7923b570045ef396e894082089df0a6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4120462527107840","idStr":"4120462527107840"},"themes":[],"title":"AH物流公司齐飞，安能物流是行业最后的洼地？","htmlText":"AH股尚未走出长牛走势，那么资本市场的投资机会大抵就只有两种，要么精选优质成长股并在低估区域买入，等待成长性与估值双击；要么选择非衰退行业的高股息公司，在低利率时代不愁没人抬轿。 或因美联储降息预期，今年恒指表现远好于A股三大股指，我重仓的港股创新药板块贡献了不菲的投资回报。相比之下，我持有的安能物流等其他港股明显涨幅不够，在近期交运板块上涨的背景下格外如此！不过以我16年投资经验来看，上涨未必是福，调整未必是祸，只不过是给我等创造的交易机会罢了！ 01 零担市场马太效应尽显，安能物流系稀缺的零担快运龙头 2024年国内平台型零担企业加快“攻城略地”，促使专线、区域零担网络加速出清。叠加大票零担网络整合亦对专线物流造成不小的冲击，零担物流各细分领域规模继续分化。 （引航咨询） 据引航咨询统计，2024年区域零担、专项物流零担市场规模均同比下降5%。全网快运凭借覆盖率、经营效率和服务质量等优势，市场规模增加14%至7000亿元，成为零担物流中唯一规模增长的细分领域。此消彼长之下，头部零担快运企业马太效应愈发明显。 （运联智库） 运联智库统计，2024年零担TOP 10企业集中度为89.4%，TOP 20企业集中度升至97.6%，创历史新高。 主营零担快运的独立上市公司只有 <a href=\"https://laohu8.com/S/09956\">$安能物流(09956)$</a> 和 <a href=\"https://laohu8.com/S/603056\">$德邦股份(603056)$</a> 两家。先一步发布一季报的德邦净利润不及预期，与之相背，26日晚，安能公布一季报，不出意外再次交出了一份稳增长的答卷。 02 安能“3300产品”执行得当，经调净利润同比增长15.9% 2025年一季度，安能物流运输货量304.5万吨，同比增长5.9%，小票占比再度增加，迷你小票/小票","listText":"AH股尚未走出长牛走势，那么资本市场的投资机会大抵就只有两种，要么精选优质成长股并在低估区域买入，等待成长性与估值双击；要么选择非衰退行业的高股息公司，在低利率时代不愁没人抬轿。 或因美联储降息预期，今年恒指表现远好于A股三大股指，我重仓的港股创新药板块贡献了不菲的投资回报。相比之下，我持有的安能物流等其他港股明显涨幅不够，在近期交运板块上涨的背景下格外如此！不过以我16年投资经验来看，上涨未必是福，调整未必是祸，只不过是给我等创造的交易机会罢了！ 01 零担市场马太效应尽显，安能物流系稀缺的零担快运龙头 2024年国内平台型零担企业加快“攻城略地”，促使专线、区域零担网络加速出清。叠加大票零担网络整合亦对专线物流造成不小的冲击，零担物流各细分领域规模继续分化。 （引航咨询） 据引航咨询统计，2024年区域零担、专项物流零担市场规模均同比下降5%。全网快运凭借覆盖率、经营效率和服务质量等优势，市场规模增加14%至7000亿元，成为零担物流中唯一规模增长的细分领域。此消彼长之下，头部零担快运企业马太效应愈发明显。 （运联智库） 运联智库统计，2024年零担TOP 10企业集中度为89.4%，TOP 20企业集中度升至97.6%，创历史新高。 主营零担快运的独立上市公司只有 <a href=\"https://laohu8.com/S/09956\">$安能物流(09956)$</a> 和 <a href=\"https://laohu8.com/S/603056\">$德邦股份(603056)$</a> 两家。先一步发布一季报的德邦净利润不及预期，与之相背，26日晚，安能公布一季报，不出意外再次交出了一份稳增长的答卷。 02 安能“3300产品”执行得当，经调净利润同比增长15.9% 2025年一季度，安能物流运输货量304.5万吨，同比增长5.9%，小票占比再度增加，迷你小票/小票","text":"AH股尚未走出长牛走势，那么资本市场的投资机会大抵就只有两种，要么精选优质成长股并在低估区域买入，等待成长性与估值双击；要么选择非衰退行业的高股息公司，在低利率时代不愁没人抬轿。 或因美联储降息预期，今年恒指表现远好于A股三大股指，我重仓的港股创新药板块贡献了不菲的投资回报。相比之下，我持有的安能物流等其他港股明显涨幅不够，在近期交运板块上涨的背景下格外如此！不过以我16年投资经验来看，上涨未必是福，调整未必是祸，只不过是给我等创造的交易机会罢了！ 01 零担市场马太效应尽显，安能物流系稀缺的零担快运龙头 2024年国内平台型零担企业加快“攻城略地”，促使专线、区域零担网络加速出清。叠加大票零担网络整合亦对专线物流造成不小的冲击，零担物流各细分领域规模继续分化。 （引航咨询） 据引航咨询统计，2024年区域零担、专项物流零担市场规模均同比下降5%。全网快运凭借覆盖率、经营效率和服务质量等优势，市场规模增加14%至7000亿元，成为零担物流中唯一规模增长的细分领域。此消彼长之下，头部零担快运企业马太效应愈发明显。 （运联智库） 运联智库统计，2024年零担TOP 10企业集中度为89.4%，TOP 20企业集中度升至97.6%，创历史新高。 主营零担快运的独立上市公司只有 $安能物流(09956)$ 和 $德邦股份(603056)$ 两家。先一步发布一季报的德邦净利润不及预期，与之相背，26日晚，安能公布一季报，不出意外再次交出了一份稳增长的答卷。 02 安能“3300产品”执行得当，经调净利润同比增长15.9% 2025年一季度，安能物流运输货量304.5万吨，同比增长5.9%，小票占比再度增加，迷你小票/小票","images":[{"img":"https://static.tigerbbs.com/fe71eaea5b255679b5039d8a34f2f714","width":"1269","height":"846"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442624949321744","isVote":1,"tweetType":1,"viewCount":2060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0}]}