nova的个人主页 - 老虎社区

nova

nova

04年入市，从股市入门，活到现在。趋势交易者。

IP属地：上海

105关注

56粉丝

13主题

0勋章

2022-03-17

一万美元建投资组合是浪费时间

@大叔观点时间:如何用1W美元构建自己的美股投资组合

2021-10-08

好，支持

虚拟货币“挖矿”活动被列入淘汰类落后生产工艺装备

2021-09-11

来卖课了？

抱歉，原内容已删除

2021-08-20

再次重申：110目标价不变

@重仓玩家:美团基本面持续向好未来回归2万亿

2021-08-13

危险信号，空头不死，多头不止

抱歉，原内容已删除

2021-08-10

100块钱买的$Moderna, Inc.(MRNA)$没有拿住，好难过

2021-08-05

我信你就有鬼了

高盛：将腾讯控股加入确信买入名单

2021-08-05

差不多得了，整天扎扎呼呼的

抱歉，原内容已删除

2021-07-30

$Cassava Sciences Inc(SAVA)$一个事实，年初至今1100%的涨幅，在这样的涨幅基础上，出现一点回调，技术面上说，合理回调不为过，这是其一。第二，从市场情绪上说，市场被biib获批搞得期望很高，被anvs搞得预期落空，出现恐慌情绪，这也是正常的。第三，从我自己的立场来说，在sava上的投资，已经不是翻一番能满足心理预期的了，而是希望看到他真的能出一款有效的药物，改善我身边家人好友的痛苦。剧烈波动，的确让我不好受，但我也就选择忍一忍，就过去了

2021-07-26

大家怎么看

抱歉，原内容已删除

2021-06-12

他好像也没投过什么好的项目啊……

抱歉，原内容已删除

2021-05-25

哼，200就做空

【异动】Beyond Meat涨超8%，获伯恩斯坦上调评级

2021-04-20

请问什么时候到过一美元？基本的事实核查不做，在这里编些啥

抱歉，原内容已删除

2021-03-01

为了更好的割韭菜

释放回港信号？一文理清百度1：80拆股的逻辑

2021-02-26

基金经理也就那样

剧震之下抄底还是撤离？公私募大佬做出这样的抉择

2021-02-03

$Revolution Medicines, Inc.(RVMD)$时刻关注，轻仓买call

2021-02-02

$三倍做多FTSE中国ETF-Direxion(YINN)$可以考虑买这个的call

2021-02-01

没什么想说的仓位依旧是这样，买了一点狗狗币

2021-01-27

$CBD of Denver Inc.(CBDD)$一个月7倍涨好了继续持有

2021-01-19

建议一开盘就买$Wayfair(W)$

去老虎APP查看更多动态

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20:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月8日，国家发展改革委就《市场准入负面清单（2021年版）》向社会公开征求意见。《清单（2021年版）》列有禁止准入事项6项，许可准入事项111项，共计117项，相比《市场准入负面清单（2020年版）》减少6项。其中，修订《产业结构调整指导目录》有关措施，将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。<img src=\"https://static.tigerbbs.com/49d3abfd6734749fed45aa34ad40cd79\" tg-width=\"1466\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5269b01b5a203aebaa9521691bcd9de6","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168827544","content_text":"10月8日，国家发展改革委就《市场准入负面清单（2021年版）》向社会公开征求意见。《清单（2021年版）》列有禁止准入事项6项，许可准入事项111项，共计117项，相比《市场准入负面清单（2020年版）》减少6项。其中，修订《产业结构调整指导目录》有关措施，将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881852453,"gmtCreate":1631325739172,"gmtModify":1631325739172,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"103419915468984","authorIdStr":"103419915468984"},"themes":[],"htmlText":"来卖课了？","listText":"来卖课了？","text":"来卖课了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881852453","repostId":"1115532253","repostType":4,"isVote":1,"tweetType":1,"viewCount":3855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836057855,"gmtCreate":1629441012877,"gmtModify":1629441012877,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"103419915468984","authorIdStr":"103419915468984"},"themes":[],"htmlText":"再次重申：110目标价不变","listText":"再次重申：110目标价不变","text":"再次重申：110目标价不变","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/836057855","repostId":"805453204","repostType":1,"repost":{"id":805453204,"gmtCreate":1627901640408,"gmtModify":1628016722833,"author":{"id":"3566288649094970","authorId":"3566288649094970","name":"重仓玩家","avatar":"https://static.tigerbbs.com/ff98597889b895032173a1cff0b3edb2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566288649094970","authorIdStr":"3566288649094970"},"themes":[],"title":"美团基本面持续向好 未来回归2万亿","htmlText":"7月26日 一纸文件带崩了某团的股价，紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点，很多人也许会把它当做一个重大利空，但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好，它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 今天分析的内容主要有3点，第一：指导意见为何是重大利好？第二：袋鼠在未来将如何破局？第三：袋鼠价格震荡的原因？ 我们先来看看这次监管部门都给了哪些意见？首先是放宽骑手们配送时限的考核标准，然后就是骑手的工资不得低于当地最低工资水平，最后 也是整个文件中最值得关注的一点 就是给全员上社保和保险，要知道 这个意见倘若执行的话 就会给袋鼠增加每年的固定成本增加100亿以上，因为袋鼠恰恰是所有互联网企业当中 基层劳动力最为庞大的，而一旦开始给骑手们缴纳社保的话 袋鼠的利润会直接转为亏损，那为什么还要说这是一次利好呢？我们通过袋鼠的财报就可以看到，整个公司在外卖的业务上 其实挣不到什么钱，平均下来一单外卖也就挣一块钱，社保再一交的话 不仅不挣钱 还得贴钱，但是这个问题我们可以从侧面再去思考一下 如果作为行业龙头的袋鼠都在亏损的话，那么其他竞争对手不就更加没得玩了吗？所以交社保这件事 不仅会提高行业门槛 同时也会加固袋鼠自己的壁垒，因为外卖这项业务 仅仅是作为袋鼠的流量入口，而流量入口这个东西是可以不挣钱的 甚至可以亏钱，它的存在 主要是为了可以去横向发展其他业务，但是话说回来 尽管外卖业务不挣钱 但不代表可以任由它亏损？ 其实在袋鼠内部 已经找到了破局的方法，这个方法不仅可以扭亏为盈，并且可以提高配送的效率 巩固袋鼠的龙头地位 还会使它重新站上两万亿，接下来袋鼠要攻打的地方 就是快递行业，我们会看到 袋鼠以往的即时配送方式存在一个痛点，就是每增加一笔外卖订单 就要多增加配送班次，这种业务呈现出的投入产出比是固定的，是无法降低边际成本使利润增加","listText":"7月26日 一纸文件带崩了某团的股价，紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点，很多人也许会把它当做一个重大利空，但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好，它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 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href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>没有拿住，好难过","listText":"100块钱买的<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>没有拿住，好难过","text":"100块钱买的$Moderna, Inc.(MRNA)$没有拿住，好难过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896108822","isVote":1,"tweetType":1,"viewCount":3631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899821775,"gmtCreate":1628174506697,"gmtModify":1628174506697,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"103419915468984","authorIdStr":"103419915468984"},"themes":[],"htmlText":"我信你就有鬼了","listText":"我信你就有鬼了","text":"我信你就有鬼了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899821775","repostId":"1179132971","repostType":4,"repost":{"id":"1179132971","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628174327,"share":"https://www.laohu8.com/m/news/1179132971?lang=&edition=full","pubTime":"2021-08-05 22:38","market":"hk","language":"zh","title":"高盛：将腾讯控股加入确信买入名单","url":"https://stock-news.laohu8.com/highlight/detail?id=1179132971","media":"老虎资讯综合","summary":"$高盛(GS)$：维持$腾讯控股(00700)$买入评级，并加入确信买入名单，目标价从906港元下调至759港元。\n\n\n高盛认为，腾讯股价今年以来已下跌22%并由52周高位下跌43%，因此风险回报率在未来几年都是最佳标的之一。","content":"<p><a href=\"https://laohu8.com/S/GS\">高盛</a>：维持<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>买入评级，并加入确信买入名单，目标价从906港元下调至759港元。</p>\n<p>高盛认为，腾讯股价今年以来已下跌22%并由52周高位下跌43%，因此风险回报率在未来几年都是最佳标的之一。</p>\n<p><img src=\"https://static.tigerbbs.com/cc63cbea994374d5de32bf97ad5d17b8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛：将腾讯控股加入确信买入名单\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-05 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>：维持<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>买入评级，并加入确信买入名单，目标价从906港元下调至759港元。</p>\n<p>高盛认为，腾讯股价今年以来已下跌22%并由52周高位下跌43%，因此风险回报率在未来几年都是最佳标的之一。</p>\n<p><img src=\"https://static.tigerbbs.com/cc63cbea994374d5de32bf97ad5d17b8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179132971","content_text":"高盛：维持腾讯控股买入评级，并加入确信买入名单，目标价从906港元下调至759港元。\n高盛认为，腾讯股价今年以来已下跌22%并由52周高位下跌43%，因此风险回报率在未来几年都是最佳标的之一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899867259,"gmtCreate":1628174320471,"gmtModify":1628174320471,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"103419915468984","authorIdStr":"103419915468984"},"themes":[],"htmlText":"差不多得了，整天扎扎呼呼的","listText":"差不多得了，整天扎扎呼呼的","text":"差不多得了，整天扎扎呼呼的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899867259","repostId":"2157943432","repostType":4,"isVote":1,"tweetType":1,"viewCount":3181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806286808,"gmtCreate":1627658074304,"gmtModify":1627658074304,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"103419915468984","authorIdStr":"103419915468984"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>一个事实，年初至今1100%的涨幅，在这样的涨幅基础上，出现一点回调，技术面上说，合理回调不为过，这是其一。第二，从市场情绪上说，市场被biib获批搞得期望很高，被anvs搞得预期落空，出现恐慌情绪，这也是正常的。第三，从我自己的立场来说，在sava上的投资，已经不是翻一番能满足心理预期的了，而是希望看到他真的能出一款有效的药物，改善我身边家人好友的痛苦。剧烈波动，的确让我不好受，但我也就选择忍一忍，就过去了","listText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>一个事实，年初至今1100%的涨幅，在这样的涨幅基础上，出现一点回调，技术面上说，合理回调不为过，这是其一。第二，从市场情绪上说，市场被biib获批搞得期望很高，被anvs搞得预期落空，出现恐慌情绪，这也是正常的。第三，从我自己的立场来说，在sava上的投资，已经不是翻一番能满足心理预期的了，而是希望看到他真的能出一款有效的药物，改善我身边家人好友的痛苦。剧烈波动，的确让我不好受，但我也就选择忍一忍，就过去了","text":"$Cassava Sciences Inc(SAVA)$一个事实，年初至今1100%的涨幅，在这样的涨幅基础上，出现一点回调，技术面上说，合理回调不为过，这是其一。第二，从市场情绪上说，市场被biib获批搞得期望很高，被anvs搞得预期落空，出现恐慌情绪，这也是正常的。第三，从我自己的立场来说，在sava上的投资，已经不是翻一番能满足心理预期的了，而是希望看到他真的能出一款有效的药物，改善我身边家人好友的痛苦。剧烈波动，的确让我不好受，但我也就选择忍一忍，就过去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/806286808","isVote":1,"tweetType":1,"viewCount":7612,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561484276442419","authorId":"3561484276442419","name":"winbull","avatar":"https://static.tigerbbs.com/2721b4659074c648208dd967729ddb25","crmLevel":1,"crmLevelSwitch":0,"idStr":"3561484276442419","authorIdStr":"3561484276442419"},"content":"我也心里不好受！从技术面上看79是强支撑，希望不要跌破。只要9个月的数据不造假，肯定会涨回来的！","text":"我也心里不好受！从技术面上看79是强支撑，希望不要跌破。只要9个月的数据不造假，肯定会涨回来的！","html":"我也心里不好受！从技术面上看79是强支撑，希望不要跌破。只要9个月的数据不造假，肯定会涨回来的！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800260129,"gmtCreate":1627305521261,"gmtModify":1627305521261,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"103419915468984","authorIdStr":"103419915468984"},"themes":[],"htmlText":"大家怎么看","listText":"大家怎么看","text":"大家怎么看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800260129","repostId":"2154460968","repostType":2,"isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186298060,"gmtCreate":1623499395250,"gmtModify":1623499395250,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"103419915468984","authorIdStr":"103419915468984"},"themes":[],"htmlText":"他好像也没投过什么好的项目啊……","listText":"他好像也没投过什么好的项目啊……","text":"他好像也没投过什么好的项目啊……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/186298060","repostId":"1172667270","repostType":4,"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138015337,"gmtCreate":1621900998029,"gmtModify":1621900998029,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"103419915468984","authorIdStr":"103419915468984"},"themes":[],"htmlText":"哼，200就做空","listText":"哼，200就做空","text":"哼，200就做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138015337","repostId":"1139037278","repostType":4,"repost":{"id":"1139037278","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621866603,"share":"https://www.laohu8.com/m/news/1139037278?lang=&edition=full","pubTime":"2021-05-24 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22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月24日，Beyond Meat盘中涨超8%，此前该公司获伯恩斯坦上调评级。</p>\n<p>Bernstein将Beyond Meat评级由“跑输大市”上调至“跑赢大市”，目标价为130美元。该行分析师Alexia Howard表示，虽然2022年的销售预期比疫情前的水平下降了35%，但随疫情后，消费者流动性得到改善，餐饮服务渠道预计出现反弹，并表示这将推动美国零售渠道竞争的减少。</p>\n<p><img src=\"https://static.tigerbbs.com/144a01df0db7285d46b52716a234dca3\" tg-width=\"840\" tg-height=\"470\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9f0d13697004dbe5c78bc59be1050d17","relate_stocks":{"BYND":"Beyond Meat, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139037278","content_text":"5月24日，Beyond Meat盘中涨超8%，此前该公司获伯恩斯坦上调评级。\nBernstein将Beyond Meat评级由“跑输大市”上调至“跑赢大市”，目标价为130美元。该行分析师Alexia Howard表示，虽然2022年的销售预期比疫情前的水平下降了35%，但随疫情后，消费者流动性得到改善，餐饮服务渠道预计出现反弹，并表示这将推动美国零售渠道竞争的减少。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371864466,"gmtCreate":1618927514955,"gmtModify":1618927514955,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"103419915468984","authorIdStr":"103419915468984"},"themes":[],"htmlText":"请问什么时候到过一美元？基本的事实核查不做，在这里编些啥","listText":"请问什么时候到过一美元？基本的事实核查不做，在这里编些啥","text":"请问什么时候到过一美元？基本的事实核查不做，在这里编些啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371864466","repostId":"2128811598","repostType":4,"isVote":1,"tweetType":1,"viewCount":1638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362868987,"gmtCreate":1614612901949,"gmtModify":1703478932813,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"103419915468984","authorIdStr":"103419915468984"},"themes":[],"htmlText":"为了更好的割韭菜","listText":"为了更好的割韭菜","text":"为了更好的割韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362868987","repostId":"1125292634","repostType":4,"repost":{"id":"1125292634","kind":"news","pubTimestamp":1614612633,"share":"https://www.laohu8.com/m/news/1125292634?lang=&edition=full","pubTime":"2021-03-01 23:30","market":"us","language":"zh","title":"释放回港信号？一文理清百度1：80拆股的逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=1125292634","media":"第一财经","summary":"百度在北京总部召开股东大会，通过了1拆80的普通股拆股计划。","content":"<div>\n<p>3月1日，百度在北京总部召开股东大会，通过了1拆80的普通股拆股计划。根据百度此前公布的文件，百度董事会批准将其ADS（美国存托股票）所代表的A类普通股的比例从每10股ADS代表1股A类普通股，更改为每1股ADS代表8股A类普通股，自2021年3月1日起生效。受此消息影响，百度美股开盘涨超4%，股价不断震荡上升。截至发稿，涨4.43%，报296.02美元/股。什么是拆股？当股票的价格过高，从而影响...</p>\n\n<a href=\"https://www.yicai.com/news/100963745.html\">Web Link</a>\n\n</div>\n","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>释放回港信号？一文理清百度1：80拆股的逻辑</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n释放回港信号？一文理清百度1：80拆股的逻辑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 23:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/news/100963745.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月1日，百度在北京总部召开股东大会，通过了1拆80的普通股拆股计划。根据百度此前公布的文件，百度董事会批准将其ADS（美国存托股票）所代表的A类普通股的比例从每10股ADS代表1股A类普通股，更改为每1股ADS代表8股A类普通股，自2021年3月1日起生效。受此消息影响，百度美股开盘涨超4%，股价不断震荡上升。截至发稿，涨4.43%，报296.02美元/股。什么是拆股？当股票的价格过高，从而影响...</p>\n\n<a href=\"https://www.yicai.com/news/100963745.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/620fa6b7643be76ed489cf4a9bb97db7","relate_stocks":{"BIDU":"百度"},"source_url":"https://www.yicai.com/news/100963745.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125292634","content_text":"3月1日，百度在北京总部召开股东大会，通过了1拆80的普通股拆股计划。根据百度此前公布的文件，百度董事会批准将其ADS（美国存托股票）所代表的A类普通股的比例从每10股ADS代表1股A类普通股，更改为每1股ADS代表8股A类普通股，自2021年3月1日起生效。受此消息影响，百度美股开盘涨超4%，股价不断震荡上升。截至发稿，涨4.43%，报296.02美元/股。什么是拆股？当股票的价格过高，从而影响股票的交易量、影响投资人（尤其是散户）的购买欲望时，公司通常会选择拆股以降低股票价格。例如常见的1：2拆股，假设原股票价格200，流通股200,000，在进行拆股之后，股票价格就会变成100，流通股会变成400,000。拆股后股东的权益不变，公司的市值也不变，改变的是股价及流通股票数量。上世纪90年代末，美股上市公司曾经热衷于拆股，当时标普500成分股企业中每年拆股的公司数量超过100家，但自2016年以来这一数字已经降至个位数。2020年，美股市场上，苹果、特斯拉两家公司的拆股备受市场关注。苹果公司在7月30日宣布以4:1的比例分拆股票；特斯拉在8月11日宣布以5:1的比例分拆股票。对股价有何影响？根据纳斯达克公司对2012年至2018年分拆股票公司的研究，标普500指数成分股通常会在分拆后的一年中上涨5%，拆股消息发布时涨幅大约在2.5%。对于拆股这种方式，每家企业都有各自不同的看法。有市场人士表示，拆股通常被认为是公司对业绩前景极有自信的做法，更多的投资者也意味着更多的买家和更多的资金，这本身对公司股票就是一种利好。不过，2008年席卷全球的金融危机导致企业股价大幅下挫，一些大公司当时被迫通过合并股票提升股价，避免被摘牌。“股权分拆只是表面上的事，不会从根本上改变公司的任何内容，除了可能以较低的价格使更多的投资者可以买到股票。”生物医药投资公司Loncar Investments创始人布拉德·隆卡（Brad Loncar）对第一财经表示。星展银行（中国）投资策略总监邓志坚对第一财经表示，通常一个企业进行拆股，让更多看好企业的投资者能入场，这会被视为利好。“如果分拆，现有股东股权不变，权益不变，获得的派息不变，对原有股东没有影响。”回港上市又近一步？今年年初，有消息称百度回港二次上市已正式启动，并确定了高盛和中信为上市保荐团队。百度预计将出售5%-9%的股本，发行筹资规模至少在35亿美元以上。按照港交所流程，回港二次上市的公司可秘密交表，通过聆讯前，无需在联交所网站公布具体信息。去年5月时，百度董事长李彦宏曾对媒体表示，正在关注美国从政府层面不断收紧对中概股公司的管制，百度内部在不断地研讨有哪些可以做的事情，包括在香港等地的二次上市等。此次拆股或是百度针对赴港上市做准备。当初阿里巴巴选择港股二次上市之前也选择拆股。一位接近百度人士对第一财经记者表示，这只是一个数学的计算，这意味着未来两地上市公司股价的绝对值比较相似，这样国际投资者的理解会比较一致。区别于美股的交易制度，港股市场最小交易单位为“手”，一手通常从几十股到上千股不等，如果百度发行价太高，可能会影响其流动性及中小投资者的参与度，而拆股后，有利于公司以每手较低价格发行，这对于未来香港的投资者尤其是散户投资者来说降低了入场门槛。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368842529,"gmtCreate":1614312183661,"gmtModify":1703476200643,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"103419915468984","authorIdStr":"103419915468984"},"themes":[],"htmlText":"基金经理也就那样","listText":"基金经理也就那样","text":"基金经理也就那样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/368842529","repostId":"2114329408","repostType":4,"repost":{"id":"2114329408","kind":"news","pubTimestamp":1614307406,"share":"https://www.laohu8.com/m/news/2114329408?lang=&edition=full","pubTime":"2021-02-26 10:43","market":"us","language":"zh","title":"剧震之下抄底还是撤离？公私募大佬做出这样的抉择","url":"https://stock-news.laohu8.com/highlight/detail?id=2114329408","media":"上海证券报 ","summary":"元宵节还没过，全球市场已开启巨震模式，尤其前期风光无限的“抱团”股，这几日近乎全军溃退。电脑屏幕上，$贵州茅台$已经跌下2300元，中证白酒指数还在调整，有色、化工股也在下跌，2月24日，头部私募的基金经理王林（化名）盯着盘，下出了买入的交易指令。多位业内人士表示，在抱团股波动加剧的过程中，机构的分歧在逐渐加大。","content":"<div>\n<p>元宵节还没过，全球市场已开启巨震模式，尤其前期风光无限的“抱团”股，这几日近乎全军溃退。电脑屏幕上，贵州茅台已经跌下2300元，中证白酒指数还在调整，有色、化工股也在下跌，2月24日，头部私募的基金经理王林（化名）盯着盘，下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小，因此近期的调整可能是阶段性建仓的好机会，老产品也没必要降低仓位，最近更重要的变化是，更愿意去寻找一些没那么多人关注的股票...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml\">Web Link</a>\n\n</div>\n","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>剧震之下抄底还是撤离？公私募大佬做出这样的抉择</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n剧震之下抄底还是撤离？公私募大佬做出这样的抉择\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 10:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml><strong>上海证券报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>元宵节还没过，全球市场已开启巨震模式，尤其前期风光无限的“抱团”股，这几日近乎全军溃退。电脑屏幕上，贵州茅台已经跌下2300元，中证白酒指数还在调整，有色、化工股也在下跌，2月24日，头部私募的基金经理王林（化名）盯着盘，下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小，因此近期的调整可能是阶段性建仓的好机会，老产品也没必要降低仓位，最近更重要的变化是，更愿意去寻找一些没那么多人关注的股票...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2114329408","content_text":"元宵节还没过，全球市场已开启巨震模式，尤其前期风光无限的“抱团”股，这几日近乎全军溃退。电脑屏幕上，贵州茅台已经跌下2300元，中证白酒指数还在调整，有色、化工股也在下跌，2月24日，头部私募的基金经理王林（化名）盯着盘，下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小，因此近期的调整可能是阶段性建仓的好机会，老产品也没必要降低仓位，最近更重要的变化是，更愿意去寻找一些没那么多人关注的股票。”王林直言。然而，不同于王林的乐观预判，董承非在1月末的内部交流分享会中表示，对2021年持悲观态度，已经在做防御性动作。多位业内人士表示，在抱团股波动加剧的过程中，机构的分歧在逐渐加大。有人陆续撤退，有人则聚焦“交易不太拥挤”的标的，比如银行、地产等低估值品种，以及存在积极变化的中小市值股票。机构重仓股迅速调整近期A股波动加剧，前期机构抱团的白酒股跌幅最为明显。Choice数据显示，截至2月25日，中证白酒指数牛年以来的跌幅超过18%，贵州茅台股价更是迅速跌至2150元。更令人颇感意外的是，有望成为报团新方向的周期龙头股近日也开始回调，万华化学连续4个交易日下跌。“白酒板块节后的下跌是能够理解的。” 同犇投资总经理、投资总监童驯分析称，尽管春节假期结束前白酒销售情况亮眼，但同期大宗商品的基本面边际变化更加超预期，所以节后资金迅速转向有色、化工等周期板块，而且从历史经验来看，春节后白酒进入了销售淡季，因此股价也会有所体现。另外，节后美国的10年期国债收益率上升趋势较为明显，市场对于高估值标的将更加谨慎。一位老牌私募基金经理也认为，在流动性或边际收紧的预期影响中，市场热点更容易在估值相对合理的板块中轮换，贵州茅台在内的多数龙头标的估值已经处于高位，调整属于正常情况，而且部分周期板块今年以来涨幅也超出了市场预期，因此股价有所波动。基金经理调仓动作显分歧面对抱团股的剧烈调整，沪上一位公募研究员直言，近期多位基金经理已经调仓，但调仓方向不尽相同。天风证券数据显示，截至2月24日，最近3个交易日公募基金的模拟收益与真实收益之间的偏离相比于2月初显著放大。具体来看，2月初偏离值在0.5%以内的基金样本超过35%，最近3个交易日偏离值在 0.5%以内的样本数量占比已经下降到约只有25%，可见当前已有公募基金开展一定程度的调仓行为。沪上一位头部私募创始人认为，“经历过去年的结构性行情，机构抱团的消费、新能源等板块的龙头股交易已经非常拥挤，在全球经济复苏的过程中，有色、化工等顺周期板块仍然具备机会，尤其是其中可能产生积极变化的中小市值股票，值得关注。”一位公募基金经理直言，预计铜、铝等基本金属价格韧性强于预期，但受季节性因素可能有所波动，所以近期下调了有色金属板块的仓位。另外，基于电动车相关的锂、钴、镍等品种持续涨价，等待未来价格水平超预期时点，才会酌情买入相关板块的股票。另外，近期基金经理对于“防守”还是“进攻”也存在分歧。比如，董承非在1月末的内部交流分享会议中表示，年初市场呈现明显躁动行情，而且市场已经脱离基本面进入资金正反馈过程，所以对2021年全年比较悲观，已经在做一些预防性的动作。王林却认为，全球经济复苏进程刚刚开始，市场流动性依然较为宽裕，市场系统性下跌的可能性较小，后续仍将维持高仓位运作。港股投资机会惹争议对于港股市场，公私募基金经理的观点也不尽相同。前海开源基金联席董事长王宏远表示，以今年这一维度来看，港股会是全球主要资本市场中表现最好的市场之一，有望走赢美股10-20个百分点，同时也会强于A股。格雷资产总经理张可兴也直言，今年会把投资的重心选在港股市场，目前港股资产已经占格雷产品仓位六成以上。今年的港股市场是汇聚天时、地利、人和的投资机会，持续时长将超过一年。主要原因在于港股2018-2020年连续三年跑输A股，即便去年流动性宽裕，互联网行业的优质龙头去年涨幅相较于A股的科技股也不算明显，因此，如果以10年期视角看，港股的机会才刚开始。但董承非却表示，港股大家比较看好，但未必结果会好。具体来说，现在看好港股的人，逻辑是A股流动性外溢，但如果A股市场有变化，港股作为离岸市场，不一定会有很好的结果。上海钦沐资产合伙人于洋也提示称，港股的很多优质标的相比于A股优势较小，只是交易相对没有那么拥挤。如果大量南向资金涌入，其交易优势也会逐渐消失。而且，由于美国流动性可能会收紧，港股的风险更大，因此投资者在投资港股时需要更加谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2740,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507337290644401","authorId":"3507337290644401","name":"phil888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3507337290644401","authorIdStr":"3507337290644401"},"content":"拿着基民的钱，无论赚还是亏都是别人的钱，管理费照收不误。","text":"拿着基民的钱，无论赚还是亏都是别人的钱，管理费照收不误。","html":"拿着基民的钱，无论赚还是亏都是别人的钱，管理费照收不误。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314995441,"gmtCreate":1612283454083,"gmtModify":1703760001391,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"103419915468984","authorIdStr":"103419915468984"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/GS\">高盛</a>：维持<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>买入评级，并加入确信买入名单，目标价从906港元下调至759港元。</p>\n<p>高盛认为，腾讯股价今年以来已下跌22%并由52周高位下跌43%，因此风险回报率在未来几年都是最佳标的之一。</p>\n<p><img src=\"https://static.tigerbbs.com/cc63cbea994374d5de32bf97ad5d17b8\" tg-width=\"840\" tg-height=\"470\" 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未来回归2万亿","htmlText":"7月26日 一纸文件带崩了某团的股价，紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点，很多人也许会把它当做一个重大利空，但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好，它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 今天分析的内容主要有3点，第一：指导意见为何是重大利好？第二：袋鼠在未来将如何破局？第三：袋鼠价格震荡的原因？ 我们先来看看这次监管部门都给了哪些意见？首先是放宽骑手们配送时限的考核标准，然后就是骑手的工资不得低于当地最低工资水平，最后 也是整个文件中最值得关注的一点 就是给全员上社保和保险，要知道 这个意见倘若执行的话 就会给袋鼠增加每年的固定成本增加100亿以上，因为袋鼠恰恰是所有互联网企业当中 基层劳动力最为庞大的，而一旦开始给骑手们缴纳社保的话 袋鼠的利润会直接转为亏损，那为什么还要说这是一次利好呢？我们通过袋鼠的财报就可以看到，整个公司在外卖的业务上 其实挣不到什么钱，平均下来一单外卖也就挣一块钱，社保再一交的话 不仅不挣钱 还得贴钱，但是这个问题我们可以从侧面再去思考一下 如果作为行业龙头的袋鼠都在亏损的话，那么其他竞争对手不就更加没得玩了吗？所以交社保这件事 不仅会提高行业门槛 同时也会加固袋鼠自己的壁垒，因为外卖这项业务 仅仅是作为袋鼠的流量入口，而流量入口这个东西是可以不挣钱的 甚至可以亏钱，它的存在 主要是为了可以去横向发展其他业务，但是话说回来 尽管外卖业务不挣钱 但不代表可以任由它亏损？ 其实在袋鼠内部 已经找到了破局的方法，这个方法不仅可以扭亏为盈，并且可以提高配送的效率 巩固袋鼠的龙头地位 还会使它重新站上两万亿，接下来袋鼠要攻打的地方 就是快递行业，我们会看到 袋鼠以往的即时配送方式存在一个痛点，就是每增加一笔外卖订单 就要多增加配送班次，这种业务呈现出的投入产出比是固定的，是无法降低边际成本使利润增加","listText":"7月26日 一纸文件带崩了某团的股价，紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点，很多人也许会把它当做一个重大利空，但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好，它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 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10:43","market":"us","language":"zh","title":"剧震之下抄底还是撤离？公私募大佬做出这样的抉择","url":"https://stock-news.laohu8.com/highlight/detail?id=2114329408","media":"上海证券报 ","summary":"元宵节还没过，全球市场已开启巨震模式，尤其前期风光无限的“抱团”股，这几日近乎全军溃退。电脑屏幕上，$贵州茅台$已经跌下2300元，中证白酒指数还在调整，有色、化工股也在下跌，2月24日，头部私募的基金经理王林（化名）盯着盘，下出了买入的交易指令。多位业内人士表示，在抱团股波动加剧的过程中，机构的分歧在逐渐加大。","content":"<div>\n<p>元宵节还没过，全球市场已开启巨震模式，尤其前期风光无限的“抱团”股，这几日近乎全军溃退。电脑屏幕上，贵州茅台已经跌下2300元，中证白酒指数还在调整，有色、化工股也在下跌，2月24日，头部私募的基金经理王林（化名）盯着盘，下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小，因此近期的调整可能是阶段性建仓的好机会，老产品也没必要降低仓位，最近更重要的变化是，更愿意去寻找一些没那么多人关注的股票...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml\">Web Link</a>\n\n</div>\n","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>元宵节还没过，全球市场已开启巨震模式，尤其前期风光无限的“抱团”股，这几日近乎全军溃退。电脑屏幕上，贵州茅台已经跌下2300元，中证白酒指数还在调整，有色、化工股也在下跌，2月24日，头部私募的基金经理王林（化名）盯着盘，下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小，因此近期的调整可能是阶段性建仓的好机会，老产品也没必要降低仓位，最近更重要的变化是，更愿意去寻找一些没那么多人关注的股票...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2114329408","content_text":"元宵节还没过，全球市场已开启巨震模式，尤其前期风光无限的“抱团”股，这几日近乎全军溃退。电脑屏幕上，贵州茅台已经跌下2300元，中证白酒指数还在调整，有色、化工股也在下跌，2月24日，头部私募的基金经理王林（化名）盯着盘，下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小，因此近期的调整可能是阶段性建仓的好机会，老产品也没必要降低仓位，最近更重要的变化是，更愿意去寻找一些没那么多人关注的股票。”王林直言。然而，不同于王林的乐观预判，董承非在1月末的内部交流分享会中表示，对2021年持悲观态度，已经在做防御性动作。多位业内人士表示，在抱团股波动加剧的过程中，机构的分歧在逐渐加大。有人陆续撤退，有人则聚焦“交易不太拥挤”的标的，比如银行、地产等低估值品种，以及存在积极变化的中小市值股票。机构重仓股迅速调整近期A股波动加剧，前期机构抱团的白酒股跌幅最为明显。Choice数据显示，截至2月25日，中证白酒指数牛年以来的跌幅超过18%，贵州茅台股价更是迅速跌至2150元。更令人颇感意外的是，有望成为报团新方向的周期龙头股近日也开始回调，万华化学连续4个交易日下跌。“白酒板块节后的下跌是能够理解的。” 同犇投资总经理、投资总监童驯分析称，尽管春节假期结束前白酒销售情况亮眼，但同期大宗商品的基本面边际变化更加超预期，所以节后资金迅速转向有色、化工等周期板块，而且从历史经验来看，春节后白酒进入了销售淡季，因此股价也会有所体现。另外，节后美国的10年期国债收益率上升趋势较为明显，市场对于高估值标的将更加谨慎。一位老牌私募基金经理也认为，在流动性或边际收紧的预期影响中，市场热点更容易在估值相对合理的板块中轮换，贵州茅台在内的多数龙头标的估值已经处于高位，调整属于正常情况，而且部分周期板块今年以来涨幅也超出了市场预期，因此股价有所波动。基金经理调仓动作显分歧面对抱团股的剧烈调整，沪上一位公募研究员直言，近期多位基金经理已经调仓，但调仓方向不尽相同。天风证券数据显示，截至2月24日，最近3个交易日公募基金的模拟收益与真实收益之间的偏离相比于2月初显著放大。具体来看，2月初偏离值在0.5%以内的基金样本超过35%，最近3个交易日偏离值在 0.5%以内的样本数量占比已经下降到约只有25%，可见当前已有公募基金开展一定程度的调仓行为。沪上一位头部私募创始人认为，“经历过去年的结构性行情，机构抱团的消费、新能源等板块的龙头股交易已经非常拥挤，在全球经济复苏的过程中，有色、化工等顺周期板块仍然具备机会，尤其是其中可能产生积极变化的中小市值股票，值得关注。”一位公募基金经理直言，预计铜、铝等基本金属价格韧性强于预期，但受季节性因素可能有所波动，所以近期下调了有色金属板块的仓位。另外，基于电动车相关的锂、钴、镍等品种持续涨价，等待未来价格水平超预期时点，才会酌情买入相关板块的股票。另外，近期基金经理对于“防守”还是“进攻”也存在分歧。比如，董承非在1月末的内部交流分享会议中表示，年初市场呈现明显躁动行情，而且市场已经脱离基本面进入资金正反馈过程，所以对2021年全年比较悲观，已经在做一些预防性的动作。王林却认为，全球经济复苏进程刚刚开始，市场流动性依然较为宽裕，市场系统性下跌的可能性较小，后续仍将维持高仓位运作。港股投资机会惹争议对于港股市场，公私募基金经理的观点也不尽相同。前海开源基金联席董事长王宏远表示，以今年这一维度来看，港股会是全球主要资本市场中表现最好的市场之一，有望走赢美股10-20个百分点，同时也会强于A股。格雷资产总经理张可兴也直言，今年会把投资的重心选在港股市场，目前港股资产已经占格雷产品仓位六成以上。今年的港股市场是汇聚天时、地利、人和的投资机会，持续时长将超过一年。主要原因在于港股2018-2020年连续三年跑输A股，即便去年流动性宽裕，互联网行业的优质龙头去年涨幅相较于A股的科技股也不算明显，因此，如果以10年期视角看，港股的机会才刚开始。但董承非却表示，港股大家比较看好，但未必结果会好。具体来说，现在看好港股的人，逻辑是A股流动性外溢，但如果A股市场有变化，港股作为离岸市场，不一定会有很好的结果。上海钦沐资产合伙人于洋也提示称，港股的很多优质标的相比于A股优势较小，只是交易相对没有那么拥挤。如果大量南向资金涌入，其交易优势也会逐渐消失。而且，由于美国流动性可能会收紧，港股的风险更大，因此投资者在投资港股时需要更加谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2740,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507337290644401","authorId":"3507337290644401","name":"phil888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3507337290644401","authorIdStr":"3507337290644401"},"content":"拿着基民的钱，无论赚还是亏都是别人的钱，管理费照收不误。","text":"拿着基民的钱，无论赚还是亏都是别人的钱，管理费照收不误。","html":"拿着基民的钱，无论赚还是亏都是别人的钱，管理费照收不误。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332804020,"gmtCreate":1610366122660,"gmtModify":1703743780879,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"103419915468984","authorIdStr":"103419915468984"},"themes":[],"htmlText":"<a 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