南都居士的个人主页 - 老虎社区

南都居士

暂无个人介绍

IP属地：未知

54关注

13粉丝

0主题

0勋章

2021-05-17

[强] [强]

@小虎AV:知乎2021Q1业绩电话会议直播预告

2021-05-17

[强]

@小虎活动:【发奖】你猜中了阿里巴巴！

2021-03-12

[微笑] [微笑]

@小虎周报:美股料已进入年内二次买入的绝佳时机

2021-02-03

[思考]

@Tony特别帅:感谢GME，连IPO竞价都变便宜了

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"10000000000008354","uuid":"10000000000008354","gmtCreate":1603273306632,"gmtModify":1603273306632,"name":"南都居士","pinyin":"ndjsnandoujushi","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":13,"headSize":54,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":195931342,"gmtCreate":1621247405786,"gmtModify":1621247405786,"author":{"id":"10000000000008354","authorId":"10000000000008354","name":"南都居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000008354","authorIdStr":"10000000000008354"},"themes":[],"title":"","htmlText":"[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195931342","repostId":"195047272","repostType":1,"repost":{"id":195047272,"gmtCreate":1621243680892,"gmtModify":1621329300252,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"知乎2021Q1业绩电话会议直播预告","htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a> 2021Q1业绩电话会议直播将于北京时间今晚20：00开始，欢迎大家围观！ <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16212215727414&quot;}\" target=\"_blank\">点我预约围观知乎直播！</a>","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a> 2021Q1业绩电话会议直播将于北京时间今晚20：00开始，欢迎大家围观！ <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16212215727414&quot;}\" target=\"_blank\">点我预约围观知乎直播！</a>","text":"$知乎(ZH)$ 2021Q1业绩电话会议直播将于北京时间今晚20：00开始，欢迎大家围观！ 点我预约围观知乎直播！","images":[{"img":"https://static.tigerbbs.com/807a1972a9d494645318c3d9fd532d3c","width":"750","height":"395"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195047272","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195931015,"gmtCreate":1621247400937,"gmtModify":1621247400937,"author":{"id":"10000000000008354","authorId":"10000000000008354","name":"南都居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000008354","authorIdStr":"10000000000008354"},"themes":[],"title":"","htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195931015","repostId":"195055907","repostType":1,"repost":{"id":195055907,"gmtCreate":1621242544607,"gmtModify":1631888834732,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【发奖】你猜中了阿里巴巴！","htmlText":"上周阿里巴巴财报，虎妞发起了财报涨幅竞猜！周四盘前阿里发布2021财年四季度财报，当天大跌6.28%。 具体财报解读参见虎友文章：<a href=\"https://laohu8.com/TW/https://laohu8.com/TW/198991476\" target=\"_blank\">《巨亏54.7亿，阿里财报不宜过度悲观！》</a>。恭喜以下虎友成功预测， <a href=\"https://laohu8.com/U/50287609601096\">@艾老板KXX</a> <a href=\"https://laohu8.com/U/191083579841385\">@xiaok0629</a> <a href=\"https://laohu8.com/U/231422885736588\">@kittyhawt</a> <a href=\"https://laohu8.com/U/3440239906887981\">@寻找绝望的终点不断登攀</a> <a href=\"https://laohu8.com/U/3453765736711567\">@南宫绯红</a> <a href=\"https://laohu8.com/U/3457349842427503\">@杰哥666</a> <a href=\"https://laohu8.com/U/3457770103553139\">@yvan</a> <a href=\"https://laohu8.com/U/3460684730001752\">@乔伊Jessie</a> <a href=\"https://laohu8.com/U/3468799606678647\">@肉山大魔王</a> <a href=\"https://laohu8.com/U/3471477852471393\">@江南游子</a>","listText":"上周阿里巴巴财报，虎妞发起了财报涨幅竞猜！周四盘前阿里发布2021财年四季度财报，当天大跌6.28%。 具体财报解读参见虎友文章：<a href=\"https://laohu8.com/TW/https://laohu8.com/TW/198991476\" target=\"_blank\">《巨亏54.7亿，阿里财报不宜过度悲观！》</a>。恭喜以下虎友成功预测， <a href=\"https://laohu8.com/U/50287609601096\">@艾老板KXX</a> <a href=\"https://laohu8.com/U/191083579841385\">@xiaok0629</a> <a href=\"https://laohu8.com/U/231422885736588\">@kittyhawt</a> <a href=\"https://laohu8.com/U/3440239906887981\">@寻找绝望的终点不断登攀</a> <a href=\"https://laohu8.com/U/3453765736711567\">@南宫绯红</a> <a href=\"https://laohu8.com/U/3457349842427503\">@杰哥666</a> <a href=\"https://laohu8.com/U/3457770103553139\">@yvan</a> <a href=\"https://laohu8.com/U/3460684730001752\">@乔伊Jessie</a> <a href=\"https://laohu8.com/U/3468799606678647\">@肉山大魔王</a> <a href=\"https://laohu8.com/U/3471477852471393\">@江南游子</a>","text":"上周阿里巴巴财报，虎妞发起了财报涨幅竞猜！周四盘前阿里发布2021财年四季度财报，当天大跌6.28%。 具体财报解读参见虎友文章：《巨亏54.7亿，阿里财报不宜过度悲观！》。恭喜以下虎友成功预测， @艾老板KXX @xiaok0629 @kittyhawt @寻找绝望的终点不断登攀 @南宫绯红 @杰哥666 @yvan @乔伊Jessie @肉山大魔王 @江南游子","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195055907","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328486518,"gmtCreate":1615551301834,"gmtModify":1703490794978,"author":{"id":"10000000000008354","authorId":"10000000000008354","name":"南都居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000008354","authorIdStr":"10000000000008354"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328486518","repostId":"328513397","repostType":1,"repost":{"id":328513397,"gmtCreate":1615539753815,"gmtModify":1744960646055,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美股料已进入年内二次买入的绝佳时机","htmlText":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","listText":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","text":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。$标普500(.SPX)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以$特斯拉(TSLA)$ 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，$标普500(.SPX)$","images":[{"img":"https://static.tigerbbs.com/4a1820120ae55d9fe2a73c2acd766014","width":"1920","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328513397","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314695944,"gmtCreate":1612341902688,"gmtModify":1703760553377,"author":{"id":"10000000000008354","authorId":"10000000000008354","name":"南都居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000008354","authorIdStr":"10000000000008354"},"themes":[],"title":"","htmlText":"[思考]&nbsp;","listText":"[思考]&nbsp;","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314695944","repostId":"314979437","repostType":1,"repost":{"id":314979437,"gmtCreate":1612297243725,"gmtModify":1744960625495,"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20727972514030","authorIdStr":"20727972514030"},"themes":[],"title":"感谢GME，连IPO竞价都变便宜了","htmlText":"2021年2月1日～5日美股IPO数量：15支！ 还好大部分都是生物制药行业 周三上市： <a target=\"_blank\" href=\"https://laohu8.com/S/ONTF\">$ON24, Inc.(ONTF)$</a> &nbsp;ZOOM&nbsp;plus+，to&nbsp;b企业版 市值：约22亿 收入：截止2020年9月30日9个月，1亿 利润：截止2020年9月30日9个月，1124万 发行：发行价45～50美元，计划招股860万 承销商：Goldman Sachs/ J.P. Morgan/ KeyBanc Capital Markets <a target=\"_blank\" href=\"https://laohu8.com/S/TIXT\">$TELUS International (Cda) Inc.(TIXT)$</a> 体验管理云 市值：约52亿 收入：截止2020年9月30日9个月，13亿 利润：截止2020年9月30日9个月，7800万 发行：发行价23～25美元，计划招股3330万 承销商：J.P. Morgan/ Morgan Stanley 周四上市： <a target=\"_blank\" href=\"https://laohu8.com/S/ATC\">$Atotech Limited(ATC)$</a> 电镀业务 市值：约37亿 收入：截止2020年9月30日9个月，8.69亿 利润：截止2020年9月30日9个月，亏损3亿 发行：发行价19～22美元，计划招股3420万 承销商：Citigroup/ Credit Suisse/ BofA Securities/ J.P. Morgan/ Barclays/ <a target=\"_blank\" href=\"https://laohu8.com/S/EVAX\">$Evaxi</a>","listText":"2021年2月1日～5日美股IPO数量：15支！ 还好大部分都是生物制药行业 周三上市： <a target=\"_blank\" href=\"https://laohu8.com/S/ONTF\">$ON24, Inc.(ONTF)$</a> &nbsp;ZOOM&nbsp;plus+，to&nbsp;b企业版 市值：约22亿 收入：截止2020年9月30日9个月，1亿 利润：截止2020年9月30日9个月，1124万 发行：发行价45～50美元，计划招股860万 承销商：Goldman Sachs/ J.P. Morgan/ KeyBanc Capital Markets <a target=\"_blank\" href=\"https://laohu8.com/S/TIXT\">$TELUS International (Cda) Inc.(TIXT)$</a> 体验管理云 市值：约52亿 收入：截止2020年9月30日9个月，13亿 利润：截止2020年9月30日9个月，7800万 发行：发行价23～25美元，计划招股3330万 承销商：J.P. Morgan/ Morgan Stanley 周四上市： <a target=\"_blank\" href=\"https://laohu8.com/S/ATC\">$Atotech Limited(ATC)$</a> 电镀业务 市值：约37亿 收入：截止2020年9月30日9个月，8.69亿 利润：截止2020年9月30日9个月，亏损3亿 发行：发行价19～22美元，计划招股3420万 承销商：Citigroup/ Credit Suisse/ BofA Securities/ J.P. Morgan/ Barclays/ <a target=\"_blank\" href=\"https://laohu8.com/S/EVAX\">$Evaxi</a>","text":"2021年2月1日～5日美股IPO数量：15支！ 还好大部分都是生物制药行业 周三上市： $ON24, Inc.(ONTF)$ ZOOM plus+，to b企业版 市值：约22亿 收入：截止2020年9月30日9个月，1亿 利润：截止2020年9月30日9个月，1124万 发行：发行价45～50美元，计划招股860万 承销商：Goldman Sachs/ J.P. Morgan/ KeyBanc Capital Markets $TELUS International (Cda) Inc.(TIXT)$ 体验管理云 市值：约52亿 收入：截止2020年9月30日9个月，13亿 利润：截止2020年9月30日9个月，7800万 发行：发行价23～25美元，计划招股3330万 承销商：J.P. Morgan/ Morgan Stanley 周四上市： $Atotech Limited(ATC)$ 电镀业务 市值：约37亿 收入：截止2020年9月30日9个月，8.69亿 利润：截止2020年9月30日9个月，亏损3亿 发行：发行价19～22美元，计划招股3420万 承销商：Citigroup/ Credit Suisse/ BofA Securities/ J.P. Morgan/ Barclays/ $Evaxi","images":[{"img":"https://static.tigerbbs.com/3cebb1ae7240df47551b80ec9fcc97dc","width":"1648","height":"722"},{"img":"https://static.tigerbbs.com/615456a6b36e7222064254ccef2d1320","width":"1258","height":"712"},{"img":"https://static.tigerbbs.com/f12e596cd31abcc6b9cb016f3e97ec3c","width":"1666","height":"412"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314979437","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":65,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":195931342,"gmtCreate":1621247405786,"gmtModify":1621247405786,"author":{"id":"10000000000008354","authorId":"10000000000008354","name":"南都居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000008354","authorIdStr":"10000000000008354"},"themes":[],"title":"","htmlText":"[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195931342","repostId":"195047272","repostType":1,"repost":{"id":195047272,"gmtCreate":1621243680892,"gmtModify":1621329300252,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"知乎2021Q1业绩电话会议直播预告","htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a> 2021Q1业绩电话会议直播将于北京时间今晚20：00开始，欢迎大家围观！ <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16212215727414&quot;}\" target=\"_blank\">点我预约围观知乎直播！</a>","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a> 2021Q1业绩电话会议直播将于北京时间今晚20：00开始，欢迎大家围观！ <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16212215727414&quot;}\" target=\"_blank\">点我预约围观知乎直播！</a>","text":"$知乎(ZH)$ 2021Q1业绩电话会议直播将于北京时间今晚20：00开始，欢迎大家围观！ 点我预约围观知乎直播！","images":[{"img":"https://static.tigerbbs.com/807a1972a9d494645318c3d9fd532d3c","width":"750","height":"395"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195047272","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195931015,"gmtCreate":1621247400937,"gmtModify":1621247400937,"author":{"id":"10000000000008354","authorId":"10000000000008354","name":"南都居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000008354","authorIdStr":"10000000000008354"},"themes":[],"title":"","htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195931015","repostId":"195055907","repostType":1,"repost":{"id":195055907,"gmtCreate":1621242544607,"gmtModify":1631888834732,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【发奖】你猜中了阿里巴巴！","htmlText":"上周阿里巴巴财报，虎妞发起了财报涨幅竞猜！周四盘前阿里发布2021财年四季度财报，当天大跌6.28%。 具体财报解读参见虎友文章：<a href=\"https://laohu8.com/TW/https://laohu8.com/TW/198991476\" target=\"_blank\">《巨亏54.7亿，阿里财报不宜过度悲观！》</a>。恭喜以下虎友成功预测， <a href=\"https://laohu8.com/U/50287609601096\">@艾老板KXX</a> <a href=\"https://laohu8.com/U/191083579841385\">@xiaok0629</a> <a href=\"https://laohu8.com/U/231422885736588\">@kittyhawt</a> <a href=\"https://laohu8.com/U/3440239906887981\">@寻找绝望的终点不断登攀</a> <a href=\"https://laohu8.com/U/3453765736711567\">@南宫绯红</a> <a href=\"https://laohu8.com/U/3457349842427503\">@杰哥666</a> <a href=\"https://laohu8.com/U/3457770103553139\">@yvan</a> <a href=\"https://laohu8.com/U/3460684730001752\">@乔伊Jessie</a> <a href=\"https://laohu8.com/U/3468799606678647\">@肉山大魔王</a> <a href=\"https://laohu8.com/U/3471477852471393\">@江南游子</a>","listText":"上周阿里巴巴财报，虎妞发起了财报涨幅竞猜！周四盘前阿里发布2021财年四季度财报，当天大跌6.28%。 具体财报解读参见虎友文章：<a href=\"https://laohu8.com/TW/https://laohu8.com/TW/198991476\" target=\"_blank\">《巨亏54.7亿，阿里财报不宜过度悲观！》</a>。恭喜以下虎友成功预测， <a href=\"https://laohu8.com/U/50287609601096\">@艾老板KXX</a> <a href=\"https://laohu8.com/U/191083579841385\">@xiaok0629</a> <a href=\"https://laohu8.com/U/231422885736588\">@kittyhawt</a> <a href=\"https://laohu8.com/U/3440239906887981\">@寻找绝望的终点不断登攀</a> <a href=\"https://laohu8.com/U/3453765736711567\">@南宫绯红</a> <a href=\"https://laohu8.com/U/3457349842427503\">@杰哥666</a> <a href=\"https://laohu8.com/U/3457770103553139\">@yvan</a> <a href=\"https://laohu8.com/U/3460684730001752\">@乔伊Jessie</a> <a href=\"https://laohu8.com/U/3468799606678647\">@肉山大魔王</a> <a href=\"https://laohu8.com/U/3471477852471393\">@江南游子</a>","text":"上周阿里巴巴财报，虎妞发起了财报涨幅竞猜！周四盘前阿里发布2021财年四季度财报，当天大跌6.28%。 具体财报解读参见虎友文章：《巨亏54.7亿，阿里财报不宜过度悲观！》。恭喜以下虎友成功预测， @艾老板KXX @xiaok0629 @kittyhawt @寻找绝望的终点不断登攀 @南宫绯红 @杰哥666 @yvan @乔伊Jessie @肉山大魔王 @江南游子","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195055907","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328486518,"gmtCreate":1615551301834,"gmtModify":1703490794978,"author":{"id":"10000000000008354","authorId":"10000000000008354","name":"南都居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000008354","authorIdStr":"10000000000008354"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328486518","repostId":"328513397","repostType":1,"repost":{"id":328513397,"gmtCreate":1615539753815,"gmtModify":1744960646055,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美股料已进入年内二次买入的绝佳时机","htmlText":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","listText":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","text":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。$标普500(.SPX)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以$特斯拉(TSLA)$ 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，$标普500(.SPX)$","images":[{"img":"https://static.tigerbbs.com/4a1820120ae55d9fe2a73c2acd766014","width":"1920","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328513397","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314695944,"gmtCreate":1612341902688,"gmtModify":1703760553377,"author":{"id":"10000000000008354","authorId":"10000000000008354","name":"南都居士","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000008354","authorIdStr":"10000000000008354"},"themes":[],"title":"","htmlText":"[思考]&nbsp;","listText":"[思考]&nbsp;","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314695944","repostId":"314979437","repostType":1,"repost":{"id":314979437,"gmtCreate":1612297243725,"gmtModify":1744960625495,"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20727972514030","authorIdStr":"20727972514030"},"themes":[],"title":"感谢GME，连IPO竞价都变便宜了","htmlText":"2021年2月1日～5日美股IPO数量：15支！ 还好大部分都是生物制药行业 周三上市： <a target=\"_blank\" href=\"https://laohu8.com/S/ONTF\">$ON24, Inc.(ONTF)$</a> &nbsp;ZOOM&nbsp;plus+，to&nbsp;b企业版 市值：约22亿 收入：截止2020年9月30日9个月，1亿 利润：截止2020年9月30日9个月，1124万 发行：发行价45～50美元，计划招股860万 承销商：Goldman Sachs/ J.P. Morgan/ KeyBanc Capital Markets <a target=\"_blank\" href=\"https://laohu8.com/S/TIXT\">$TELUS International (Cda) Inc.(TIXT)$</a> 体验管理云 市值：约52亿 收入：截止2020年9月30日9个月，13亿 利润：截止2020年9月30日9个月，7800万 发行：发行价23～25美元，计划招股3330万 承销商：J.P. Morgan/ Morgan Stanley 周四上市： <a target=\"_blank\" href=\"https://laohu8.com/S/ATC\">$Atotech Limited(ATC)$</a> 电镀业务 市值：约37亿 收入：截止2020年9月30日9个月，8.69亿 利润：截止2020年9月30日9个月，亏损3亿 发行：发行价19～22美元，计划招股3420万 承销商：Citigroup/ Credit Suisse/ BofA Securities/ J.P. Morgan/ Barclays/ <a target=\"_blank\" href=\"https://laohu8.com/S/EVAX\">$Evaxi</a>","listText":"2021年2月1日～5日美股IPO数量：15支！ 还好大部分都是生物制药行业 周三上市： <a target=\"_blank\" href=\"https://laohu8.com/S/ONTF\">$ON24, Inc.(ONTF)$</a> &nbsp;ZOOM&nbsp;plus+，to&nbsp;b企业版 市值：约22亿 收入：截止2020年9月30日9个月，1亿 利润：截止2020年9月30日9个月，1124万 发行：发行价45～50美元，计划招股860万 承销商：Goldman Sachs/ J.P. Morgan/ KeyBanc Capital Markets <a target=\"_blank\" href=\"https://laohu8.com/S/TIXT\">$TELUS International (Cda) Inc.(TIXT)$</a> 体验管理云 市值：约52亿 收入：截止2020年9月30日9个月，13亿 利润：截止2020年9月30日9个月，7800万 发行：发行价23～25美元，计划招股3330万 承销商：J.P. Morgan/ Morgan Stanley 周四上市： <a target=\"_blank\" href=\"https://laohu8.com/S/ATC\">$Atotech Limited(ATC)$</a> 电镀业务 市值：约37亿 收入：截止2020年9月30日9个月，8.69亿 利润：截止2020年9月30日9个月，亏损3亿 发行：发行价19～22美元，计划招股3420万 承销商：Citigroup/ Credit Suisse/ BofA Securities/ J.P. Morgan/ Barclays/ <a target=\"_blank\" href=\"https://laohu8.com/S/EVAX\">$Evaxi</a>","text":"2021年2月1日～5日美股IPO数量：15支！ 还好大部分都是生物制药行业 周三上市： $ON24, Inc.(ONTF)$ ZOOM plus+，to b企业版 市值：约22亿 收入：截止2020年9月30日9个月，1亿 利润：截止2020年9月30日9个月，1124万 发行：发行价45～50美元，计划招股860万 承销商：Goldman Sachs/ J.P. Morgan/ KeyBanc Capital Markets $TELUS International (Cda) Inc.(TIXT)$ 体验管理云 市值：约52亿 收入：截止2020年9月30日9个月，13亿 利润：截止2020年9月30日9个月，7800万 发行：发行价23～25美元，计划招股3330万 承销商：J.P. Morgan/ Morgan Stanley 周四上市： $Atotech Limited(ATC)$ 电镀业务 市值：约37亿 收入：截止2020年9月30日9个月，8.69亿 利润：截止2020年9月30日9个月，亏损3亿 发行：发行价19～22美元，计划招股3420万 承销商：Citigroup/ Credit Suisse/ BofA Securities/ J.P. Morgan/ Barclays/ $Evaxi","images":[{"img":"https://static.tigerbbs.com/3cebb1ae7240df47551b80ec9fcc97dc","width":"1648","height":"722"},{"img":"https://static.tigerbbs.com/615456a6b36e7222064254ccef2d1320","width":"1258","height":"712"},{"img":"https://static.tigerbbs.com/f12e596cd31abcc6b9cb016f3e97ec3c","width":"1666","height":"412"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314979437","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":65,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}