只买信仰股的个人主页 - 老虎社区

只买信仰股

只买信仰股

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只买信仰股

12-31 23:35

$蔚来(NIO)$ 一点儿也不慌[傲娇] 26 年必翻倍

只买信仰股

12-30 22:50

$蔚来(NIO)$ 这个狗庄拉得还挺猛的[白眼]

只买信仰股

12-29 15:38

你说得对，做空了吗

只买信仰股

2025-12-24

$蔚来(NIO)$ 快横盘一个月了[抠鼻]

只买信仰股

2025-12-05

$蔚来(NIO)$ 这是主力来了吗[眼眼] [眼眼] [眼眼]

只买信仰股

2025-12-04

【投票贴】$蔚来(NIO)$ 12月4日涨跌投票

只买信仰股

2025-12-04

现金流转正了 3季度账上多了100亿

只买信仰股

2025-12-03

$蔚来(NIO)$ 看样子是不砸到3块不罢休啊[喷血] [喷血] [喷血] 明年再拉个翻倍行情

只买信仰股

2025-12-03

$蔚来(NIO)$ 拿得住的拿拿不住的撤反正明年还是翻倍的行情看看前几年的波形这个主力玩得很6

只买信仰股

2025-12-03

跌到底明年还是翻倍行情这个主力玩得很 6 了

只买信仰股

2025-12-02

$蔚来(NIO)$ 利空太多，清仓了，保住6万利润[捂脸] ，跌到4块以下再来建仓[喷血] [喷血] [喷血]

只买信仰股

2025-12-02

$蔚来(NIO)$ 小日本升息[喷血] [喷血] [喷血]

只买信仰股

2025-11-28

@蔚来 $蔚来(NIO)$

$蔚来-SW(09866)$ 12月开始反弹咯

高盛交易员：进入12月时，美股有了“更清晰的起点”

只买信仰股

2025-11-28

瑞银一直在减持出货调仓到小鹏，有所拖累

只买信仰股

2025-11-28

涨太多了获利出货回调一下

只买信仰股

2025-11-26

在美国这几只算小盘股了[喷血] 可以坐庄随意拉涨砸跌

只买信仰股

2025-11-25

$蔚来(NIO)$ 美国那边又再砸科技股[喷血]

只买信仰股

2025-11-25

$蔚来(NIO)$ 今晚多空交战

只买信仰股

2025-11-24

高位了不是最佳投资标的

只买信仰股

2025-11-22

$蔚来(NIO)$ 昨晚的科技股表现，心里有底了，迎接触底反弹，大涨15%[贱笑] [贱笑] [贱笑]

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[眼眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/507726972907928","isVote":1,"tweetType":1,"viewCount":2610,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558129441615288","authorId":"3558129441615288","name":"好韭不贱贱","avatar":"https://static.tigerbbs.com/cf9062908d1bfdf99b3652671f2028d3","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3558129441615288","idStr":"3558129441615288"},"content":"应该没有，交易量太小了[捂脸]","text":"应该没有，交易量太小了[捂脸]","html":"应该没有，交易量太小了[捂脸]"},{"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.tigerbbs.com/6ee74a010c0dd3e10097f3ecd2b5a827","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3457517955991377","idStr":"3457517955991377"},"content":"设了限价止损单 安心睡觉了 不想被狗庄耍[晕][晕][晕]","text":"设了限价止损单 安心睡觉了 不想被狗庄耍[晕][晕][晕]","html":"设了限价止损单 安心睡觉了 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这几天美联储大概率就要降息，明年换上鸽派主席，又要降息好几次，加上大而美等放水法案，只要Q4指引实现，不出现其它意外，应该就到底了，股价要开启回升了"},{"author":{"id":"3579866708519855","authorId":"3579866708519855","name":"钱多多Ultra","avatar":"https://static.tigerbbs.com/77432b13688f354ccbbf0313e150c14a","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3579866708519855","idStr":"3579866708519855"},"content":"敢砸到三块就敢加杠杆","text":"敢砸到三块就敢加杠杆","html":"敢砸到三块就敢加杠杆"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":507048207192480,"gmtCreate":1764774883931,"gmtModify":1764774886138,"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.tigerbbs.com/6ee74a010c0dd3e10097f3ecd2b5a827","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457517955991377","idStr":"3457517955991377"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 拿得住的拿 拿不住的撤 反正明年还是翻倍的行情 &nbsp;看看前几年的波形这个主力玩得很6","listText":"<a 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看看前几年的波形这个主力玩得很6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/507048207192480","isVote":1,"tweetType":1,"viewCount":3794,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558129441615288","authorId":"3558129441615288","name":"好韭不贱贱","avatar":"https://static.tigerbbs.com/cf9062908d1bfdf99b3652671f2028d3","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3558129441615288","idStr":"3558129441615288"},"content":"现在主力已经开始进货了吗[疑问]","text":"现在主力已经开始进货了吗[疑问]","html":"现在主力已经开始进货了吗[疑问]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506854707351832,"gmtCreate":1764774499447,"gmtModify":1764774502117,"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.tigerbbs.com/6ee74a010c0dd3e10097f3ecd2b5a827","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457517955991377","idStr":"3457517955991377"},"themes":[],"htmlText":"跌到底 明年还是翻倍行情 这个主力玩得很 6 了","listText":"跌到底 明年还是翻倍行情 这个主力玩得很 6 了","text":"跌到底 明年还是翻倍行情 这个主力玩得很 6 了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506854707351832","isVote":1,"tweetType":1,"viewCount":1672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506696521084952,"gmtCreate":1764688507882,"gmtModify":1764689188182,"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.tigerbbs.com/6ee74a010c0dd3e10097f3ecd2b5a827","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457517955991377","idStr":"3457517955991377"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>利空太多，清仓了，保住6万利润[捂脸]&nbsp; ，跌到4块以下再来建仓[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>利空太多，清仓了，保住6万利润[捂脸]&nbsp; ，跌到4块以下再来建仓[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"$蔚来(NIO)$ 利空太多，清仓了，保住6万利润[捂脸] ，跌到4块以下再来建仓[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/506696521084952","isVote":1,"tweetType":1,"viewCount":3493,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558129441615288","authorId":"3558129441615288","name":"好韭不贱贱","avatar":"https://static.tigerbbs.com/cf9062908d1bfdf99b3652671f2028d3","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3558129441615288","idStr":"3558129441615288"},"content":"我没投入多少钱，7.11减仓一半，5.86清仓，综合盈利60个点吧[冷漠]","text":"我没投入多少钱，7.11减仓一半，5.86清仓，综合盈利60个点吧[冷漠]","html":"我没投入多少钱，7.11减仓一半，5.86清仓，综合盈利60个点吧[冷漠]"},{"author":{"id":"3473317676152094","authorId":"3473317676152094","name":"价值投资实践中","avatar":"https://static.tigerbbs.com/22260180b4f417bdd43d7eb947cc44b7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3473317676152094","idStr":"3473317676152094"},"content":"不出意外，主力要拉升了 [开心]","text":"不出意外，主力要拉升了 [开心]","html":"不出意外，主力要拉升了 [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506498706608440,"gmtCreate":1764637345310,"gmtModify":1764637347246,"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.tigerbbs.com/6ee74a010c0dd3e10097f3ecd2b5a827","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457517955991377","idStr":"3457517955991377"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 小日本升息[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 小日本升息[喷血]&nbsp; [喷血]&nbsp; [喷血]&nbsp;&nbsp;","text":"$蔚来(NIO)$ 小日本升息[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506498706608440","isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505104206136096,"gmtCreate":1764335586846,"gmtModify":1764335588982,"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.tigerbbs.com/6ee74a010c0dd3e10097f3ecd2b5a827","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3457517955991377","idStr":"3457517955991377"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/U/3567539496958876\">@蔚来</a>&nbsp;<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a><v-v data-views=\"1\"></v-v> 12月开始反弹咯","listText":"<a href=\"https://laohu8.com/U/3567539496958876\">@蔚来</a>&nbsp;<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a><v-v data-views=\"1\"></v-v> 12月开始反弹咯","text":"@蔚来 $蔚来(NIO)$ $蔚来-SW(09866)$ 12月开始反弹咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/505104206136096","repostId":"2586276347","repostType":4,"repost":{"id":"2586276347","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1764290520,"share":"https://www.laohu8.com/m/news/2586276347?lang=zh_CN&edition=full","pubTime":"2025-11-28 08:42","market":"us","language":"zh","title":"高盛交易员：进入12月时，美股有了“更清晰的起点”","url":"https://stock-news.laohu8.com/highlight/detail?id=2586276347","media":"华尔街见闻","summary":"高盛交易部门认为，美股在经历11月的剧烈内部调整后，多项指标目前已完成“重置”。市场有效修正了大型科技股的极端看涨仓位，改善了市场广度，并缓解了约160亿美元的系统性抛压。随着市场恐慌情绪降温，以及AI投资主题从技术销售方拓宽至应用方，年底美股市场基础已变得更为稳固。","content":"<html><head></head><body><blockquote><p>高盛交易部门认为，美股在经历11月的剧烈内部调整后，多项指标目前已完成“重置”。市场有效修正了大型科技股的极端看涨仓位，改善了市场广度，并缓解了约160亿美元的系统性抛压。随着市场恐慌情绪降温，以及AI投资主题从技术销售方拓宽至应用方，年底美股市场基础已变得更为稳固。</p></blockquote><p>一个动荡的11月重置了市场仓位与情绪，为美股进入年度最后一个月提供了更清晰的路径。</p><p>根据<a href=\"https://laohu8.com/S/GS\">高盛</a>交易部门11月28日发布的最新观察，市场在进入12月前已出现积极信号，多项指标包括仓位、广度、波动率、系统性资金流等出现重置，大型科技股的过度看涨情绪已降温，市场上涨的广度显著改善，恐慌指数回落，为12月美股市场提供了“更清晰的起点”。</p><h2 id=\"id_363190481\">11月复盘：预期过热与“风格因子”动荡</h2><p>据高盛顶级交易员Shawn Tuteja观察，在进入11月前，市场普遍对年底行情抱有极高期望，甚至一些长期看空的投资者也转为看多。然而，这种过度一致的看涨预期，叠加10月29日美联储鹰派立场的影响，引发了市场的剧烈调整。</p><p>报告指出，调整主要体现在市场内部结构上。例如，高盛的无盈利科技股指数（GSXUNPTC）从高点到低点下跌了约23%，而被做空最多的股票组合（GSXUMSAL）则下跌了约29%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cae2a71c4171300b1329d3d8363e88ec\" tg-width=\"829\" tg-height=\"766\"/></p><p>另一位交易员Lee Coppersmith进一步解释，11月的真正故事并非<a href=\"https://laohu8.com/S/161125\">标普500</a>指数本身，而是指数表面之下的“风格因子”波动率飙升。</p><p>数据显示，20天因子波动率已升至20以上，而标普500指数的波动率仅温和上行。这意味着，那些在特定投资风格上押下重注的投资组合（如成长股 vs 价值股，或AI赢家 vs 其他股票），其波动远大于市场整体表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cd744234ececf1a2af288f8491dc74d\" tg-width=\"816\" tg-height=\"507\"/></p><h2 id=\"id_1841006287\">市场重置信号：仓位、广度与波动率全面降温</h2><p>报告认为，经过11月中的动荡，市场已清除了大量压力，多个指标显示出“重置”迹象：</p><ul style=\"\"><li><p><strong>大型科技股仓位回归中性：</strong> 此前，市场对七大科技巨头（Mag 7）的看涨情绪极度拥挤，其期权市场的看涨/看跌期权偏度（put-call skew）甚至出现倒挂（看涨期权价格高于看跌期权）。这种极端看涨的仓位在上周被迅速扭转，目前已回归中性水平。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7be9da615ff313edd84842aadadb727d\" tg-width=\"902\" tg-height=\"596\"/></p><ul style=\"\"><li><p><strong>市场广度显著改善：</strong> 市场上涨的参与度正在扩大。衡量市场广度的标普500上涨/下跌股票数量5日移动平均线，已从11月早些时候的-150（代表盘面下存在严重损伤）强劲反弹至+150区域。这表明上涨不再局限于少数股票，而是更广泛的参与。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c17af2f6383873ffc94ee00971b518bb\" tg-width=\"944\" tg-height=\"644\"/></p><ul style=\"\"><li><p><strong>波动率恐慌情绪冷却：</strong> 高盛的“波动率恐慌指数”（Vol Panic Index）已从本月高点回落至5，略高于其3年期平均值4.6。构成该指数的引申波幅、波动率的波动率（vol-of-vol）和期权偏度等多个分项指标均已同步降温。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f72540dfd0e671c74b3fb5ca4191aba\" tg-width=\"902\" tg-height=\"586\"/></p><h2 id=\"id_2889664083\">系统性抛压减弱，AI投资主题拓宽</h2><p>除了市场情绪和技术指标的改善，资金流向和投资主题的演变也提供了积极信号。</p><p>首先，系统性资金的去风险过程已基本完成。<strong>高盛估计，在过去一个月中，系统性策略基金在标普500指数上进行了约160亿美元的卖出。展望未来，下一个月的基准情景已转变为温和买入（约47亿美元），这使得由系统性资金引发的强制性抛售尾部风险已“显著下降”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d1732c642dcb3f5dbcd55d712a8ca14\" tg-width=\"903\" tg-height=\"596\"/></p><p>其次，人工智能（AI）的投资主题正在拓宽。报告指出，在ChatGPT问世三年后，AI终于开始体现在企业盈利中。</p><p>许多“旧经济”领域的公司正在推出与成本削减和利润提升相关的实际AI工具。高盛为此推出了一个新的股票篮子指数（GSXUPROD Index），旨在捕捉“使用AI，而非销售AI”这一主题，反映AI正从叙事转向可衡量的生产力。</p><p>报告总结认为，美国在无形资产投资、资源配置效率和企业规模化能力等方面的长期优势依然存在，而AI的应用正成为其下一个结构性顺风。</p><p>综上所述，因子动荡的释放、大型科技股仓位的重置、市场广度的改善、波动率的降温以及系统性资金去风险化的完成，都让市场在进入12月时，拥有了一个比几周前“更清晰的起点”。</p></body></html>","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>高盛交易员：进入12月时，美股有了“更清晰的起点”</title>\n<style 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href=\"https://wallstreetcn.com/articles/3760293\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3760293","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586276347","content_text":"高盛交易部门认为，美股在经历11月的剧烈内部调整后，多项指标目前已完成“重置”。市场有效修正了大型科技股的极端看涨仓位，改善了市场广度，并缓解了约160亿美元的系统性抛压。随着市场恐慌情绪降温，以及AI投资主题从技术销售方拓宽至应用方，年底美股市场基础已变得更为稳固。一个动荡的11月重置了市场仓位与情绪，为美股进入年度最后一个月提供了更清晰的路径。根据高盛交易部门11月28日发布的最新观察，市场在进入12月前已出现积极信号，多项指标包括仓位、广度、波动率、系统性资金流等出现重置，大型科技股的过度看涨情绪已降温，市场上涨的广度显著改善，恐慌指数回落，为12月美股市场提供了“更清晰的起点”。11月复盘：预期过热与“风格因子”动荡据高盛顶级交易员Shawn Tuteja观察，在进入11月前，市场普遍对年底行情抱有极高期望，甚至一些长期看空的投资者也转为看多。然而，这种过度一致的看涨预期，叠加10月29日美联储鹰派立场的影响，引发了市场的剧烈调整。报告指出，调整主要体现在市场内部结构上。例如，高盛的无盈利科技股指数（GSXUNPTC）从高点到低点下跌了约23%，而被做空最多的股票组合（GSXUMSAL）则下跌了约29%。另一位交易员Lee Coppersmith进一步解释，11月的真正故事并非标普500指数本身，而是指数表面之下的“风格因子”波动率飙升。数据显示，20天因子波动率已升至20以上，而标普500指数的波动率仅温和上行。这意味着，那些在特定投资风格上押下重注的投资组合（如成长股 vs 价值股，或AI赢家 vs 其他股票），其波动远大于市场整体表现。市场重置信号：仓位、广度与波动率全面降温报告认为，经过11月中的动荡，市场已清除了大量压力，多个指标显示出“重置”迹象：大型科技股仓位回归中性： 此前，市场对七大科技巨头（Mag 7）的看涨情绪极度拥挤，其期权市场的看涨/看跌期权偏度（put-call skew）甚至出现倒挂（看涨期权价格高于看跌期权）。这种极端看涨的仓位在上周被迅速扭转，目前已回归中性水平。市场广度显著改善： 市场上涨的参与度正在扩大。衡量市场广度的标普500上涨/下跌股票数量5日移动平均线，已从11月早些时候的-150（代表盘面下存在严重损伤）强劲反弹至+150区域。这表明上涨不再局限于少数股票，而是更广泛的参与。波动率恐慌情绪冷却： 高盛的“波动率恐慌指数”（Vol Panic Index）已从本月高点回落至5，略高于其3年期平均值4.6。构成该指数的引申波幅、波动率的波动率（vol-of-vol）和期权偏度等多个分项指标均已同步降温。系统性抛压减弱，AI投资主题拓宽除了市场情绪和技术指标的改善，资金流向和投资主题的演变也提供了积极信号。首先，系统性资金的去风险过程已基本完成。高盛估计，在过去一个月中，系统性策略基金在标普500指数上进行了约160亿美元的卖出。展望未来，下一个月的基准情景已转变为温和买入（约47亿美元），这使得由系统性资金引发的强制性抛售尾部风险已“显著下降”。其次，人工智能（AI）的投资主题正在拓宽。报告指出，在ChatGPT问世三年后，AI终于开始体现在企业盈利中。许多“旧经济”领域的公司正在推出与成本削减和利润提升相关的实际AI工具。高盛为此推出了一个新的股票篮子指数（GSXUPROD 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