LisaMa的个人主页 - 老虎社区

LisaMa

LisaMa

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IP属地：浙江

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2021-12-09

$Acm Research Inc.(ACMR)$Brian，Sophia，Fremont，豪宅

2021-02-01

$Playtika Holding Corp.(PLTK)$走了，太辛苦了想在这股赚钱

2021-01-29

$Playtika Holding Corp.(PLTK)$会有报应的，这么打压股价，套人好玩吗

2020-11-17

$拉姆研究(LRCX)$好多人说能到450，500呢

2020-11-11

$Jumia Technologies AG(JMIA)$那就耐心等呗，等猪妹跌倒5，6，7块，再来一次电梯

2020-11-10

$Jumia Technologies AG(JMIA)$就是个垃圾股，割韭菜，比大A股还狠

2020-11-10

$Jumia Technologies AG(JMIA)$趋势够呛，留底仓走人，待有机会再干

2020-10-28

$Jumia Technologies AG(JMIA)$卧槽，快跑，保住利润

2020-10-22

$Jumia Technologies AG(JMIA)$完了，卖飞了，赶紧追回来

2020-10-21

$Jumia Technologies AG(JMIA)$跑吗

2020-10-12

挖这么深了都

抱歉，原内容已删除

2020-10-09

嗯

@jj版本方法:$Jumia Technologies AG(JMIA)$准备拿十年，买了1000刀

2020-09-25

说的好

蚂蚁集团的上市是一场阳谋

2020-09-04

$Jumia Technologies AG(JMIA)$你厉害，韭菜割韭菜一流，我去

2020-09-01

$Jumia Technologies AG(JMIA)$太垃圾，让人失望了

2020-05-18

$Acm Research Inc.(ACMR)$最近的中美摩擦，对华为和军事用途客户的限制，会不会对ACM造成业务限制呢？毕竟ACM也是美企，有没有规避风险的途径？

去老虎APP查看更多动态

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AG(JMIA)$那就耐心等呗，等猪妹跌倒5，6，7块，再来一次电梯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/304915452","isVote":1,"tweetType":1,"viewCount":5006,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3466316690834122","authorId":"3466316690834122","name":"Jamakaka","avatar":"https://static.tigerbbs.com/224f676189b6f45c5401aaf4ed296436","crmLevel":5,"crmLevelSwitch":0,"idStr":"3466316690834122","authorIdStr":"3466316690834122"},"content":"应该没有这个机会了","text":"应该没有这个机会了","html":"应该没有这个机会了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305406169,"gmtCreate":1605020857851,"gmtModify":1703835834117,"author":{"id":"3460680078134480","authorId":"3460680078134480","name":"LisaMa","avatar":"https://static.tigerbbs.com/43e3f51afc823132ba560184b773629b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460680078134480","authorIdStr":"3460680078134480"},"themes":[],"htmlText":"<a 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AG(JMIA)$卧槽，快跑，保住利润","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308189125","isVote":1,"tweetType":1,"viewCount":3912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301371684,"gmtCreate":1603377149848,"gmtModify":1703829757056,"author":{"id":"3460680078134480","authorId":"3460680078134480","name":"LisaMa","avatar":"https://static.tigerbbs.com/43e3f51afc823132ba560184b773629b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460680078134480","authorIdStr":"3460680078134480"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>完了，卖飞了，赶紧追回来","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>完了，卖飞了，赶紧追回来","text":"$Jumia Technologies 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AG(JMIA)$准备拿十年，买了1000刀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300668880","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974615742,"gmtCreate":1601037783586,"gmtModify":1703823420242,"author":{"id":"3460680078134480","authorId":"3460680078134480","name":"LisaMa","avatar":"https://static.tigerbbs.com/43e3f51afc823132ba560184b773629b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460680078134480","authorIdStr":"3460680078134480"},"themes":[],"htmlText":"说的好","listText":"说的好","text":"说的好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/974615742","repostId":"2070619220","repostType":4,"repost":{"id":"2070619220","kind":"news","pubTimestamp":1601029801,"share":"https://www.laohu8.com/m/news/2070619220?lang=&edition=full","pubTime":"2020-09-25 18:30","market":"us","language":"zh","title":"蚂蚁集团的上市是一场阳谋","url":"https://stock-news.laohu8.com/highlight/detail?id=2070619220","media":"暗险","summary":"鉴于近期不少朋友咨询我蚂蚁战略配售基金的问题，在此作统一回复。1．如果你在考虑购买蚂蚁战略配售基金，那可以直接说明你的投资能力是十分低下的，大概接近于什么都不懂或比什么都不懂稍好一点的水平。未来你在资","content":"<p>鉴于近期不少朋友咨询我蚂蚁战略配售基金的问题，在此作统一回复。</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/763/w512h251/20200925/7cf0-izrvxmf7356906.jpg\" tg-width=\"512\" tg-height=\"251\"></p><p><b>1．如果你在考虑购买蚂蚁战略配售基金，那可以直接说明你的投资能力是十分低下的，大概接近于什么都不懂或比什么都不懂稍好一点的水平。</b>未来你在资本市场里赚到钱的概率基本是零，所以建议远离资本市场；</p><p>2．蚂蚁集团的业务构成很简单。</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/155/w550h405/20200907/5548-iytwsca8600068.png\" tg-width=\"550\" tg-height=\"405\"></p><p>从报表上很容易可以看出，这就是一个披着金融科技外衣的高利贷公司和基金、理财、保险销售平台；</p><p>3．蚂蚁集团在2020年上半年的净利润为219亿元，毫无疑问这是一家顶尖的拥有优秀业绩的商业公司。</p><p><b>它的经营十分出色但是这跟你能投资它赚钱是两码事。</b></p><p>从过去两年开始，蚂蚁集团的营收增速已经明显放缓，其成长性已经从“卓越”变成了“较好”，如图：</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/211/w550h461/20200925/7e3d-izrvxmf7357230.jpg\" tg-width=\"550\" tg-height=\"461\"></p><p>在这种形势下，蚂蚁集团试图以2250-2500亿美金的估值（对应40倍左右的PE），在A股和港股市场融资350亿美金。这完全是希望抓住今年的全球科技股超大牛市，从资本市场里“割一把大韭菜”的行为。</p><p>蚂蚁集团的此次融资，将毫无疑问地造福其高管与各级员工，薪酬和各种利益可以涨到飞起来了，其代价就是韭菜股民的血汗钱。</p><p>4．在以上所述的基础之上，如果我们说蚂蚁集团的股票是否值得投资还是一件值得商榷的事情，那么这个战略配售基金就属于实实在在的坑傻子了。</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/763/w489h274/20200925/1f3e-izrvxmf7357318.png\" tg-width=\"489\" tg-height=\"274\"><img src=\"http://n.sinaimg.cn/finance/crawl/141/w550h1191/20200925/b0b1-izrvxmf7357424.jpg\" tg-width=\"550\" tg-height=\"1191\"></p><p>以上图所示的鹏华创新未来基金为例，你要睁大眼睛注意到：</p><p>它只有10%以内配置蚂蚁股票！</p><p>懂吗？</p><p>也就是说蚂蚁战略配售只是个噱头！挂羊头卖狗肉！</p><p>剩下的90%+他是要拿你的钱去接盘科技股的！</p><p>就是科创板这些几百倍PE，市值几百亿的科技公司，你的钱就要去接这些股票了。</p><p>基金公司哪儿管你赚不赚钱呢？反正只要卖给了你份额，他们的管理费就要赚到手软，大平层<a href=\"https://laohu8.com/S/RACE\">法拉利</a>就到手了！</p><p>5．更可怕的是：蚂蚁集团利用其渠道优势——支付宝理财页面，大肆向广大、普通且缺乏投资经验的小白投资者推荐蚂蚁战略配售基金。可以说是自己搭台自己唱戏，自导自演简直6的要飞起来了。</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/400/w550h1450/20200925/dd87-izrvxmf7357593.png\" tg-width=\"550\" tg-height=\"1450\"></p><p>我特么……</p><p>6．蚂蚁集团的上市是一场阳谋，并没有太大的违规的地方。</p><p>但13年前的那次IPO又何尝不是呢？</p><p><img src=\"http://n.sinaimg.cn/finance/crawl/415/w435h780/20200925/8c4b-izrvxmf7357676.jpg\" tg-width=\"435\" tg-height=\"780\"></p><p>7．今天是这五个蚂蚁战略配售基金开售的日子。</p><p>但请你守好自己钱袋子里的钱，不要被聪明人骗走。</p>","source":"lsy1601029774836","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>蚂蚁集团的上市是一场阳谋</title>\n<style 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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蚂蚁集团的上市是一场阳谋\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-25 18:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.cn/bank/yhgd/2020-09-25/detail-iivhvpwy8822119.d.html?vt=4><strong>暗险</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>鉴于近期不少朋友咨询我蚂蚁战略配售基金的问题，在此作统一回复。1．如果你在考虑购买蚂蚁战略配售基金，那可以直接说明你的投资能力是十分低下的，大概接近于什么都不懂或比什么都不懂稍好一点的水平。未来你在资本市场里赚到钱的概率基本是零，所以建议远离资本市场；2．蚂蚁集团的业务构成很简单。从报表上很容易可以看出，这就是一个披着金融科技外衣的高利贷公司和基金、理财、保险销售平台；3．蚂蚁集团在2020年...</p>\n\n<a href=\"https://finance.sina.cn/bank/yhgd/2020-09-25/detail-iivhvpwy8822119.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://n.sinaimg.cn/finance/crawl/763/w512h251/20200925/7cf0-izrvxmf7356906.jpg","relate_stocks":{},"source_url":"https://finance.sina.cn/bank/yhgd/2020-09-25/detail-iivhvpwy8822119.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2070619220","content_text":"鉴于近期不少朋友咨询我蚂蚁战略配售基金的问题，在此作统一回复。1．如果你在考虑购买蚂蚁战略配售基金，那可以直接说明你的投资能力是十分低下的，大概接近于什么都不懂或比什么都不懂稍好一点的水平。未来你在资本市场里赚到钱的概率基本是零，所以建议远离资本市场；2．蚂蚁集团的业务构成很简单。从报表上很容易可以看出，这就是一个披着金融科技外衣的高利贷公司和基金、理财、保险销售平台；3．蚂蚁集团在2020年上半年的净利润为219亿元，毫无疑问这是一家顶尖的拥有优秀业绩的商业公司。它的经营十分出色但是这跟你能投资它赚钱是两码事。从过去两年开始，蚂蚁集团的营收增速已经明显放缓，其成长性已经从“卓越”变成了“较好”，如图：在这种形势下，蚂蚁集团试图以2250-2500亿美金的估值（对应40倍左右的PE），在A股和港股市场融资350亿美金。这完全是希望抓住今年的全球科技股超大牛市，从资本市场里“割一把大韭菜”的行为。蚂蚁集团的此次融资，将毫无疑问地造福其高管与各级员工，薪酬和各种利益可以涨到飞起来了，其代价就是韭菜股民的血汗钱。4．在以上所述的基础之上，如果我们说蚂蚁集团的股票是否值得投资还是一件值得商榷的事情，那么这个战略配售基金就属于实实在在的坑傻子了。以上图所示的鹏华创新未来基金为例，你要睁大眼睛注意到：它只有10%以内配置蚂蚁股票！懂吗？也就是说蚂蚁战略配售只是个噱头！挂羊头卖狗肉！剩下的90%+他是要拿你的钱去接盘科技股的！就是科创板这些几百倍PE，市值几百亿的科技公司，你的钱就要去接这些股票了。基金公司哪儿管你赚不赚钱呢？反正只要卖给了你份额，他们的管理费就要赚到手软，大平层法拉利就到手了！5．更可怕的是：蚂蚁集团利用其渠道优势——支付宝理财页面，大肆向广大、普通且缺乏投资经验的小白投资者推荐蚂蚁战略配售基金。可以说是自己搭台自己唱戏，自导自演简直6的要飞起来了。我特么……6．蚂蚁集团的上市是一场阳谋，并没有太大的违规的地方。但13年前的那次IPO又何尝不是呢？7．今天是这五个蚂蚁战略配售基金开售的日子。但请你守好自己钱袋子里的钱，不要被聪明人骗走。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978671691,"gmtCreate":1599227732613,"gmtModify":1703818103057,"author":{"id":"3460680078134480","authorId":"3460680078134480","name":"LisaMa","avatar":"https://static.tigerbbs.com/43e3f51afc823132ba560184b773629b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460680078134480","authorIdStr":"3460680078134480"},"themes":[],"htmlText":"<a 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Inc.(ACMR)$最近的中美摩擦，对华为和军事用途客户的限制，会不会对ACM造成业务限制呢？毕竟ACM也是美企，有没有规避风险的途径？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/959927204","isVote":1,"tweetType":1,"viewCount":3263,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3509448696516446","authorId":"3509448696516446","name":"star0823","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"idStr":"3509448696516446","authorIdStr":"3509448696516446"},"content":"ACM不算是美企吧","text":"ACM不算是美企吧","html":"ACM不算是美企吧"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":301021183,"gmtCreate":1603293045242,"gmtModify":1703829449444,"author":{"id":"3460680078134480","authorId":"3460680078134480","name":"LisaMa","avatar":"https://static.tigerbbs.com/43e3f51afc823132ba560184b773629b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460680078134480","authorIdStr":"3460680078134480"},"themes":[],"htmlText":"<a 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