植物精灵的个人主页 - 老虎社区

植物精灵

植物精灵

暂无个人介绍

IP属地：安徽

76关注

3粉丝

2主题

0勋章

2017-09-06

$金融界(JRJC)$a股上行，此股要涨

2017-09-26

$新特能源(01799)$港股流动性是差啊

2024-08-04

哈哈，他俩都不是自己的钱，

抱歉，原内容已删除

2017-09-26

$协鑫新能源(00451)$太阳能龙头没人关注

2017-11-22

$凯普松国际(00469)$😁

2022-06-14

生日快乐

@小虎活动:【老虎八周年】盖楼送祝福，人人有奖！

2018-03-28

这篇文章不错，转发给大家看看

@真是港股圈:港股A股化，A股港股化，一个统一的中国资本市场将呼之欲出

2018-02-07

$盛京银行(02066)$同口冷库

2017-11-07

$航基股份(00357)$抢个位置坐坐

2017-08-22

$Hanwha SOlarOne Ltd.(HQCL)$看好你呦

2017-08-17

$Euronav NV(EURN)$没人关注的好股

2017-08-16

$太阳能(000591)$抢个沙发，，

2017-08-15

$拉丁美洲出口银行(BLX)$我占个位

去老虎APP查看更多动态

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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\">2024-08-04 15:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>周六发布的季报，<strong>二季度，该公司大幅减持了所持有的苹果股份，从一季度的7.89亿股减至约4亿股，降幅近50%。</strong></p><p>对此，段永平回复网友提问“是否已经提前减持苹果”时表示：“我没有减持计划，除非被call走了。主要是目前卖了以后不知道还能买什么。而且我觉得长期来说，我能接受苹果未来能给我带来的回报。巴菲特不一样，他是职业投资者，他的选择会多一些。”</p><p>同时，东方港湾董事长但斌称：“减持一点不意外，但减持这么多感觉还是有点吃惊。”</p><p>他表示：“东方港湾的持仓中苹果约占我们组合的10%，就算看到巴老减持，我们也没有跟随减持的想法，因为人工智能时代，苹果也是最受益的公司之一，苹果16、苹果17，人工智能手机出来后，出现新的增长级与增长空间的概率还是比较大的。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e46b0f6f21e1fc8e8984c9270f614c75\" title=\"\" tg-width=\"978\" tg-height=\"724\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df6d98af7b91772981e292f8d81dd38d","relate_stocks":{"AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408041519169f0d186d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2456099784","content_text":"据伯克希尔周六发布的季报，二季度，该公司大幅减持了所持有的苹果股份，从一季度的7.89亿股减至约4亿股，降幅近50%。对此，段永平回复网友提问“是否已经提前减持苹果”时表示：“我没有减持计划，除非被call走了。主要是目前卖了以后不知道还能买什么。而且我觉得长期来说，我能接受苹果未来能给我带来的回报。巴菲特不一样，他是职业投资者，他的选择会多一些。”同时，东方港湾董事长但斌称：“减持一点不意外，但减持这么多感觉还是有点吃惊。”他表示：“东方港湾的持仓中苹果约占我们组合的10%，就算看到巴老减持，我们也没有跟随减持的想法，因为人工智能时代，苹果也是最受益的公司之一，苹果16、苹果17，人工智能手机出来后，出现新的增长级与增长空间的概率还是比较大的。”","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680584273,"gmtCreate":1655150322097,"gmtModify":1704861286991,"author":{"id":"169536213384052","authorId":"169536213384052","name":"植物精灵","avatar":"https://static.tigerbbs.com/b374d42e6df13ac4cbe4cc7a6a2d04db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"169536213384052","authorIdStr":"169536213384052"},"themes":[],"htmlText":"生日快乐","listText":"生日快乐","text":"生日快乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680584273","repostId":"680500740","repostType":1,"repost":{"id":680500740,"gmtCreate":1655125724105,"gmtModify":1704861204725,"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":"【老虎八周年】盖楼送祝福，人人有奖！","htmlText":"老虎今年8岁了，感谢各位虎友一直以来的陪伴。在过去的8年时间，我们从美股出发，把交易不断扩充到港股、英股、星股、澳股、期权期货市场，还推出了闲钱管家、基金超市等产品，一步步实现“一个账户，投资全球”的目标。8年时间，我们从中国走向世界，自两年前实施国际化战略以来，目前超过80%的新融资账户来自国际市场。在新加坡，我们注册人数占据当地20-70岁人口的20%，今年我们更是进军了澳洲新西兰市场。为了回馈广大虎友，我们将会在接下来的一周，每天揭晓一重惊喜好礼，此外我们将会在明天上线一个超级大的福利活动，与虎友们一起开启时光机，瓜分百万豪礼！诚邀虎友们跟小虎一起嗨起来，参与小虎生日大趴。come on！好了，先来揭晓一下今天的小惊喜，小虎君想邀请广大虎友参与盖楼送祝福活动，给投资带来好运，凡是参与的虎友均可获得虎币奖励哦。💡参与方式 转发本帖并在本帖盖楼送祝福，即视为参与成功 🎁活动奖励 凡是在本帖评论区留言的虎友都可以获得88虎币； 除此之外，我们还会给每位踩中楼层数有8的虎友送出100虎币（严禁连续回帖≥3层）； 评论区@你的好友一起参加活动可以获得10虎币（上限100虎币）。 ⏰活动时间 即日起-6月20日 📒特别说明 严禁抄袭、剽窃，一旦发现将取消参赛资格； 禁止发布黄色，暴力，涉毒等不良违法图片及相关文字； 活动最终解释权归老虎社区所有。<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"老虎今年8岁了，感谢各位虎友一直以来的陪伴。在过去的8年时间，我们从美股出发，把交易不断扩充到港股、英股、星股、澳股、期权期货市场，还推出了闲钱管家、基金超市等产品，一步步实现“一个账户，投资全球”的目标。8年时间，我们从中国走向世界，自两年前实施国际化战略以来，目前超过80%的新融资账户来自国际市场。在新加坡，我们注册人数占据当地20-70岁人口的20%，今年我们更是进军了澳洲新西兰市场。为了回馈广大虎友，我们将会在接下来的一周，每天揭晓一重惊喜好礼，此外我们将会在明天上线一个超级大的福利活动，与虎友们一起开启时光机，瓜分百万豪礼！诚邀虎友们跟小虎一起嗨起来，参与小虎生日大趴。come on！好了，先来揭晓一下今天的小惊喜，小虎君想邀请广大虎友参与盖楼送祝福活动，给投资带来好运，凡是参与的虎友均可获得虎币奖励哦。💡参与方式 转发本帖并在本帖盖楼送祝福，即视为参与成功 🎁活动奖励 凡是在本帖评论区留言的虎友都可以获得88虎币； 除此之外，我们还会给每位踩中楼层数有8的虎友送出100虎币（严禁连续回帖≥3层）； 评论区@你的好友一起参加活动可以获得10虎币（上限100虎币）。 ⏰活动时间 即日起-6月20日 📒特别说明 严禁抄袭、剽窃，一旦发现将取消参赛资格； 禁止发布黄色，暴力，涉毒等不良违法图片及相关文字； 活动最终解释权归老虎社区所有。<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"老虎今年8岁了，感谢各位虎友一直以来的陪伴。在过去的8年时间，我们从美股出发，把交易不断扩充到港股、英股、星股、澳股、期权期货市场，还推出了闲钱管家、基金超市等产品，一步步实现“一个账户，投资全球”的目标。8年时间，我们从中国走向世界，自两年前实施国际化战略以来，目前超过80%的新融资账户来自国际市场。在新加坡，我们注册人数占据当地20-70岁人口的20%，今年我们更是进军了澳洲新西兰市场。为了回馈广大虎友，我们将会在接下来的一周，每天揭晓一重惊喜好礼，此外我们将会在明天上线一个超级大的福利活动，与虎友们一起开启时光机，瓜分百万豪礼！诚邀虎友们跟小虎一起嗨起来，参与小虎生日大趴。come on！好了，先来揭晓一下今天的小惊喜，小虎君想邀请广大虎友参与盖楼送祝福活动，给投资带来好运，凡是参与的虎友均可获得虎币奖励哦。💡参与方式 转发本帖并在本帖盖楼送祝福，即视为参与成功 🎁活动奖励 凡是在本帖评论区留言的虎友都可以获得88虎币； 除此之外，我们还会给每位踩中楼层数有8的虎友送出100虎币（严禁连续回帖≥3层）； 评论区@你的好友一起参加活动可以获得10虎币（上限100虎币）。 ⏰活动时间 即日起-6月20日 📒特别说明 严禁抄袭、剽窃，一旦发现将取消参赛资格； 禁止发布黄色，暴力，涉毒等不良违法图片及相关文字； 活动最终解释权归老虎社区所有。$老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/d23d150f1e0aeb4f061bf41331ac4bf4","width":"750","height":"375"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680500740","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172656,"gmtCreate":1522246226299,"gmtModify":1704890970070,"author":{"id":"169536213384052","authorId":"169536213384052","name":"植物精灵","avatar":"https://static.tigerbbs.com/b374d42e6df13ac4cbe4cc7a6a2d04db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"169536213384052","authorIdStr":"169536213384052"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172656","repostId":"148139","repostType":1,"repost":{"id":148139,"gmtCreate":1516331644248,"gmtModify":1744960308467,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"真是港股圈","avatar":"https://static.tigerbbs.com/ecdf784ac4b6eb627d1f2c8c45171e32","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465782205567474","authorIdStr":"3465782205567474"},"themes":[],"title":"港股A股化，A股港股化，一个统一的中国资本市场将呼之欲出","htmlText":"作者：春申君 我曾于17年2月初，在某平台首发了具有前瞻性的“港股A股化，A股港股化”观点，在市场上引起了较大范围的讨论。 文章的总体观点是沪港通、深港通开通以后，大陆资金的不断南下必然给港股市场带来国内资金的偏好和估值逻辑。 ● &nbsp; ● &nbsp; ● 香港的分析师数量不多，囿于研究精力和大资金的流动性要求，对很多中小市值的公司覆盖不够，因此导致很多公司长期得不到市场正确定价。 反之国内的研究能力比较充裕，未来在一个大市场的背景下，可以挖掘到港股上缺乏关注的中小公司，引导国内资金发现其价值。 其次是同一公司的AH股的溢价会随着市场的融合和交易通道的打开而逐渐缩小。 通过横向和全球主要市场与纵向港股的历史对比，我提出港股当时处在非常低估的区间，而造成低估的原因主要是外界对中国经济的怀疑。 我认为中国经济韧性很强，人民币汇率会稳定，港股的估值有预期差等因素使得未来港股会有很大机会。 这是港股A股化的逻辑。 ● &nbsp; ● &nbsp; ● A股市场在国家战略的重要作用是给企业融资，用资本市场反哺实体经济，所以新股IPO和增发融资的规模实际上是比给投资者的回报更重要的政治任务。 随着A股的实质的注册制，即IPO保持一个较高的速度常态化和退市制度的逐渐成熟，中小股票稀缺将成为历史，很多中小股票面临流动性匮乏的难题，同时壳股的价值会得到压缩。 反而蓝筹股对比之下是稀缺的，在A股逐渐去散户化，由机构主导的不可逆的变革中，蓝筹股的大市值和流动性能提供流动性溢价，让保险资金、养老基金、共同基金和私募基金等机构有进出的空间。 蓝筹股相对于中小股票享有溢价是美国、香港等比较成熟的市场共有的特征，A股的未来也必然要像这个方向靠拢。 而高估值的中小股票需要很长一段时间去验证业绩，消化高估值。 这是A股港股化的逻辑。 经过了接近一年时间的验证、我们发现这些预言大部分是实现了的。","listText":"作者：春申君 我曾于17年2月初，在某平台首发了具有前瞻性的“港股A股化，A股港股化”观点，在市场上引起了较大范围的讨论。 文章的总体观点是沪港通、深港通开通以后，大陆资金的不断南下必然给港股市场带来国内资金的偏好和估值逻辑。 ● &nbsp; ● &nbsp; ● 香港的分析师数量不多，囿于研究精力和大资金的流动性要求，对很多中小市值的公司覆盖不够，因此导致很多公司长期得不到市场正确定价。 反之国内的研究能力比较充裕，未来在一个大市场的背景下，可以挖掘到港股上缺乏关注的中小公司，引导国内资金发现其价值。 其次是同一公司的AH股的溢价会随着市场的融合和交易通道的打开而逐渐缩小。 通过横向和全球主要市场与纵向港股的历史对比，我提出港股当时处在非常低估的区间，而造成低估的原因主要是外界对中国经济的怀疑。 我认为中国经济韧性很强，人民币汇率会稳定，港股的估值有预期差等因素使得未来港股会有很大机会。 这是港股A股化的逻辑。 ● &nbsp; ● &nbsp; ● A股市场在国家战略的重要作用是给企业融资，用资本市场反哺实体经济，所以新股IPO和增发融资的规模实际上是比给投资者的回报更重要的政治任务。 随着A股的实质的注册制，即IPO保持一个较高的速度常态化和退市制度的逐渐成熟，中小股票稀缺将成为历史，很多中小股票面临流动性匮乏的难题，同时壳股的价值会得到压缩。 反而蓝筹股对比之下是稀缺的，在A股逐渐去散户化，由机构主导的不可逆的变革中，蓝筹股的大市值和流动性能提供流动性溢价，让保险资金、养老基金、共同基金和私募基金等机构有进出的空间。 蓝筹股相对于中小股票享有溢价是美国、香港等比较成熟的市场共有的特征，A股的未来也必然要像这个方向靠拢。 而高估值的中小股票需要很长一段时间去验证业绩，消化高估值。 这是A股港股化的逻辑。 经过了接近一年时间的验证、我们发现这些预言大部分是实现了的。","text":"作者：春申君 我曾于17年2月初，在某平台首发了具有前瞻性的“港股A股化，A股港股化”观点，在市场上引起了较大范围的讨论。 文章的总体观点是沪港通、深港通开通以后，大陆资金的不断南下必然给港股市场带来国内资金的偏好和估值逻辑。 ● ● ● 香港的分析师数量不多，囿于研究精力和大资金的流动性要求，对很多中小市值的公司覆盖不够，因此导致很多公司长期得不到市场正确定价。 反之国内的研究能力比较充裕，未来在一个大市场的背景下，可以挖掘到港股上缺乏关注的中小公司，引导国内资金发现其价值。 其次是同一公司的AH股的溢价会随着市场的融合和交易通道的打开而逐渐缩小。 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