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李明见
2018-09-20
$Tilray Inc.(TLRY)$冲进来了,不会崩盘吧??
李明见
2018-09-14
$好未来(TAL)$曾经无比看多的票,到现在才发现自己是瞎了眼!!!
李明见
2018-09-13
$二倍做多沪深300(Direxion)(CHAU)$还是玩指数稳。做空了拼多多又跪了。
李明见
2018-09-13
$AMD(AMD)$ 利空都没有,黑山老妖。。。
李明见
2018-09-13
$AMD(AMD)$第一次拿到十个点的票。。。
李明见
2018-09-10
$特斯拉(TSLA)$长期看跌,跌太狠了可以博一个反弹,反弹太厉害就继续看跌。
李明见
2018-09-10
企业家的样板
$阿里巴巴(BABA)$ 功成阿里帝国,名遂追梦成功。廿载清风扬处,总是潮头汹涌。 今日抽身退隐,圆满天道三重。原来激流以外,更有天地从容。
企业家的样板
李明见
2018-09-07
$特斯拉(TSLA)$ 真的是神车,暴涨暴跌太开心,以后我要多关注关注神车的进展,一夜暴富靠神车啊!
李明见
2018-09-07
$阿里巴巴(BABA)$已经低于最低目标价了,没有明显利空,那还说什么,买入持有吧。
李明见
2018-09-06
$携程网(CTRP)Where is the air force?
李明见
2018-09-05
$极光(JG)$可怕。。
李明见
2018-09-05
害怕利空出尽变利好,今天一定要管住手
2000亿关税在即,今天一定要管住手。 如果关税出来,美股大跌,那就分批加仓位上车做多。盲目追高,有被套风险。 $纳指三倍做多ETF(TQQQ)$ $AMD(AMD)$ 如果关税出来,中概继续恐慌性暴跌,就可以适当建仓博反弹。当前阿里腾讯都在低位,继续做空有踏空风险。 最后,总是要对$京东(JD)$ 多一句嘴,波动太大,最好还是等反弹再做空好了。
害怕利空出尽变利好,今天一定要管住手
李明见
2018-09-05
$恒大健康(00708)$FF91是不是坑呢?预量产车下线后跌这么狠。
李明见
2018-09-04
亚马逊要一万亿了,可是依然看不到天花板
$亚马逊(AMZN)$ 眼睁睁看着第二家万亿美刀的公司极有可能在今晚诞生。亚马逊的万亿美刀比苹果的万亿美刀更令人惊叹。创始人贝索斯持股将近20%,身家2000亿美刀,达到人类财富的巅峰。亚马逊身处的市场,电商,云,都是竞争激烈的市场,反垄断调查都没法对它造成什么伤害。市盈率160倍,证明这家万亿美刀的公司还没被资本市场当成巨兽,依然是一个快速奔跑的孩子。所以公司市值的天花板在哪里?个人财富的天花板在哪里?在亚马逊的身上竟然看不到!!!
亚马逊要一万亿了,可是依然看不到天花板
李明见
2018-09-04
$尚德机构(STG)$这个票的涨跌在中概股里面也太不合群了。虽然别人在涨的时候他一直在跌,但是别人在跌的时候了,他通常会暴涨一下。
李明见
2018-09-04
当前中外投资者对中概前景存在巨大分歧
A股港股今天都大涨,但是中概股今晚开盘全线开跌,这说明了中外投资者对中国相关股票存在巨大分歧。A股港股与境内市场相通,更加超跌思涨,从上周开始来了一波不大不小的反弹。但美国中概股显然与美股走势以及美国投资者对中概股的风险偏好更相关。在美股走弱,新兴市场爆雷,和2000亿美元关税的的背景下,中概股这几天估计都抬不起头来。两种力量激荡,使得股市行情持续性极差,短线操作极其不易。还是轻仓在手,快进快出吧。 $三倍做多FTSE中国ETF-Direxion(YINN)$$三倍做空FTSE中国ETF-Direxion(YANG)$ $恒生指数(HSI)$ $阿里巴巴(BABA)$ $纳斯达克(.IXIC)$ 另外,京东跌了这么多,应该不完全是强西事件的影响,与当前美中概的风险偏好也有关。 $京东(JD)$
当前中外投资者对中概前景存在巨大分歧
李明见
2018-09-03
看了这张图还是觉得我大A好
$京东(JD)$ 不过现在据说真正的受害者就要浮出水面了,东哥喜欢的人还是一如继往的喜欢喝奶茶,我就说,人怎么会这么善变。网友啊,总是喜欢来点强烈的对比好给段子加点料。这位女同志,热度已经蹭够了,你也该出来澄清辟谣了吧?再不出来我都要信了。 话说这次好多文字又有了新的解释 奶茶抹茶,强东强西,不知妻美,脸盲。。。
看了这张图还是觉得我大A好
李明见
2018-08-29
从滴滴事件说下为什么飞速增长会带着血
首先,这篇贴子与投资无关。这一个多星期的大涨,大伙都是喜滋滋,逢人也多了几份笑脸。当然,那是除了我。 行情没什么可说的,只是今天看了人物对乐清顺风车遇害案的报道《致命偶遇》,勾起了心里很多的结,郁结在心,只能不吐不快了。 事情必须要从两个方面说开去,两个方面都勾勒出了小人物与大时代的侧面,回忆起来,让人无奈,也让人充满怨恨。 小学五年级的时候,那时候应该还是1999或2000年的样子,班主任拿着问卷让我们填写,问卷上写着空巢老人,留守儿童之类的字眼。当时懵懂无知,我不断地问班主任,这两个词到底什么意思,班主任只是说,平常是不是只有你和爷爷奶奶在家,如果是,那就打勾就行了。其实在漫长的小学初中生涯中,这应该只是一个平常的画面,但为什么这个画面我会记得如此清楚,那是因为上高中的有一天,学校做空巢老人和留守儿童的普查,我忽然明白了这两个词所内涵的意蕴,这才蓦然发觉自己是长大了,原来我是度过了一个亲情比较缺失的童年。 在我们乡里,早在90年代中,乡镇就已经空心化了,从我上学记事起,爷爷奶奶带着孙子就一直是乡镇的常态,所以我也从未觉得有什么不妥。孩子们自然是顽皮的,在没人管教的情况下,很快村里的孩子们就仿照《古惑仔》,成立了青龙帮,小刀会一类的组织,经常在广阔的田野里村与村之间拉派斗殴,后来事情越搞越大,钢管砍刀一类的武器也开始派上战场,直到最后有一个孩子被砍成重伤。学校赶紧派人处理,抓住了很多为首的分子,并一次性开除了几十个人的学籍。当然了,其它几百号人最后也没几个可以顺利毕业,最后都早早的成了广东的农民工二代们。 也要感谢时代,在那个时候,社会上的诱惑还是那么少,我们这一代人,在消费习惯定型之前,没有赶上贷款消费的潮流。 经济在发展,有的东西却不断在变坏。可见的如家乡的小河,小时候的潺潺流水,鱼儿不时跃出水面,到现在已经是死水一潭,绿苔满面了。不可见的却是人心,人的行为,人的希望
从滴滴事件说下为什么飞速增长会带着血
李明见
2018-08-27
感觉自己像是受了中美的联合暴击
上周五的时候,腾讯已经跌了两天,阿里发财报,来了一个垂直过山车,市场情绪掉头向下的迹象明显。加上中美贸易谈判,互相加关税,以及人民币兑美元回到6.89的位置,坚定了我看空中概的信念。于是在上周五盘前迫不及待的进了三倍做空富时A50的ETF。 结果没想到啊,完全没想到啊,周五美股大涨,带动中概上涨,周六我们伟大的央妈更是重启了逆周期因子这个大杀器,把人民币汇率一天的时间硬是从6.89干到了6.80。这造成的结果,今天我们已经在我大A,港股和中概上面完整的显现出来了。 可怕的是,今晚美股蹑嗑药了一样,还在勇创新高。唉,自从进了美股,对中国股票的判断就没一次对过。 还好,人民币汇率貌似没有进一步下"跌"的空间了。 最后,作为中国人,我必须要为人民币站台,在此重申三遍,启动逆周期因子,是市场自动调节。 我们没有操纵汇率! 我们没有操作汇率! 我们没有操纵汇率! $三倍做空FTSE中国ETF-Direxion(YANG)$$三倍做多FTSE中国ETF-Direxion(YINN)$ $阿里巴巴(BABA)$ $腾讯控股(00700)$
感觉自己像是受了中美的联合暴击
李明见
2018-08-24
$三倍做空FTSE中国ETF-Direxion(YANG)$以后尽量少在盘前买卖,毕竟这个票在盘中变化幅度不大。
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Inc.(TLRY)$冲进来了,不会崩盘吧??","listText":"$Tilray Inc.(TLRY)$冲进来了,不会崩盘吧??","text":"$Tilray 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在我们乡里,早在90年代中,乡镇就已经空心化了,从我上学记事起,爷爷奶奶带着孙子就一直是乡镇的常态,所以我也从未觉得有什么不妥。孩子们自然是顽皮的,在没人管教的情况下,很快村里的孩子们就仿照《古惑仔》,成立了青龙帮,小刀会一类的组织,经常在广阔的田野里村与村之间拉派斗殴,后来事情越搞越大,钢管砍刀一类的武器也开始派上战场,直到最后有一个孩子被砍成重伤。学校赶紧派人处理,抓住了很多为首的分子,并一次性开除了几十个人的学籍。当然了,其它几百号人最后也没几个可以顺利毕业,最后都早早的成了广东的农民工二代们。 也要感谢时代,在那个时候,社会上的诱惑还是那么少,我们这一代人,在消费习惯定型之前,没有赶上贷款消费的潮流。 经济在发展,有的东西却不断在变坏。可见的如家乡的小河,小时候的潺潺流水,鱼儿不时跃出水面,到现在已经是死水一潭,绿苔满面了。不可见的却是人心,人的行为,人的希望","text":"首先,这篇贴子与投资无关。这一个多星期的大涨,大伙都是喜滋滋,逢人也多了几份笑脸。当然,那是除了我。 行情没什么可说的,只是今天看了人物对乐清顺风车遇害案的报道《致命偶遇》,勾起了心里很多的结,郁结在心,只能不吐不快了。 事情必须要从两个方面说开去,两个方面都勾勒出了小人物与大时代的侧面,回忆起来,让人无奈,也让人充满怨恨。 小学五年级的时候,那时候应该还是1999或2000年的样子,班主任拿着问卷让我们填写,问卷上写着空巢老人,留守儿童之类的字眼。当时懵懂无知,我不断地问班主任,这两个词到底什么意思,班主任只是说,平常是不是只有你和爷爷奶奶在家,如果是,那就打勾就行了。其实在漫长的小学初中生涯中,这应该只是一个平常的画面,但为什么这个画面我会记得如此清楚,那是因为上高中的有一天,学校做空巢老人和留守儿童的普查,我忽然明白了这两个词所内涵的意蕴,这才蓦然发觉自己是长大了,原来我是度过了一个亲情比较缺失的童年。 在我们乡里,早在90年代中,乡镇就已经空心化了,从我上学记事起,爷爷奶奶带着孙子就一直是乡镇的常态,所以我也从未觉得有什么不妥。孩子们自然是顽皮的,在没人管教的情况下,很快村里的孩子们就仿照《古惑仔》,成立了青龙帮,小刀会一类的组织,经常在广阔的田野里村与村之间拉派斗殴,后来事情越搞越大,钢管砍刀一类的武器也开始派上战场,直到最后有一个孩子被砍成重伤。学校赶紧派人处理,抓住了很多为首的分子,并一次性开除了几十个人的学籍。当然了,其它几百号人最后也没几个可以顺利毕业,最后都早早的成了广东的农民工二代们。 也要感谢时代,在那个时候,社会上的诱惑还是那么少,我们这一代人,在消费习惯定型之前,没有赶上贷款消费的潮流。 经济在发展,有的东西却不断在变坏。可见的如家乡的小河,小时候的潺潺流水,鱼儿不时跃出水面,到现在已经是死水一潭,绿苔满面了。不可见的却是人心,人的行为,人的希望","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/254292","isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274755021820","authorId":"3479274755021820","name":"beginnerRio","avatar":"https://static.laohu8.com/picture83","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274755021820","idStr":"3479274755021820"},"content":"那什么什么 万骨枯?","text":"那什么什么 万骨枯?","html":"那什么什么 万骨枯?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252216,"gmtCreate":1535384329076,"gmtModify":1704771544083,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466910476564750","idStr":"3466910476564750"},"themes":[],"title":"感觉自己像是受了中美的联合暴击","htmlText":"上周五的时候,腾讯已经跌了两天,阿里发财报,来了一个垂直过山车,市场情绪掉头向下的迹象明显。加上中美贸易谈判,互相加关税,以及人民币兑美元回到6.89的位置,坚定了我看空中概的信念。于是在上周五盘前迫不及待的进了三倍做空富时A50的ETF。 结果没想到啊,完全没想到啊,周五美股大涨,带动中概上涨,周六我们伟大的央妈更是重启了逆周期因子这个大杀器,把人民币汇率一天的时间硬是从6.89干到了6.80。这造成的结果,今天我们已经在我大A,港股和中概上面完整的显现出来了。 可怕的是,今晚美股蹑嗑药了一样,还在勇创新高。唉,自从进了美股,对中国股票的判断就没一次对过。 还好,人民币汇率貌似没有进一步下\"跌\"的空间了。 最后,作为中国人,我必须要为人民币站台,在此重申三遍,启动逆周期因子,是市场自动调节。 我们没有操纵汇率! 我们没有操作汇率! 我们没有操纵汇率! $三倍做空FTSE中国ETF-Direxion(YANG)$$三倍做多FTSE中国ETF-Direxion(YINN)$ $阿里巴巴(BABA)$ 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$京东(JD)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":8,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/257800","isVote":1,"tweetType":1,"viewCount":5520,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"idStr":"20727972514030","authorIdStr":"20727972514030"},"content":"欧股也大跌了$SPDR DJ EURO STOXX 50 Fund(FEZ)$ ,但开盘后被万亿活活拉起来","text":"欧股也大跌了$SPDR DJ EURO STOXX 50 Fund(FEZ)$ ,但开盘后被万亿活活拉起来","html":"欧股也大跌了$SPDR DJ EURO STOXX 50 Fund(FEZ)$ ,但开盘后被万亿活活拉起来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252216,"gmtCreate":1535384329076,"gmtModify":1704771544083,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466910476564750","authorIdStr":"3466910476564750"},"themes":[],"title":"感觉自己像是受了中美的联合暴击","htmlText":"上周五的时候,腾讯已经跌了两天,阿里发财报,来了一个垂直过山车,市场情绪掉头向下的迹象明显。加上中美贸易谈判,互相加关税,以及人民币兑美元回到6.89的位置,坚定了我看空中概的信念。于是在上周五盘前迫不及待的进了三倍做空富时A50的ETF。 结果没想到啊,完全没想到啊,周五美股大涨,带动中概上涨,周六我们伟大的央妈更是重启了逆周期因子这个大杀器,把人民币汇率一天的时间硬是从6.89干到了6.80。这造成的结果,今天我们已经在我大A,港股和中概上面完整的显现出来了。 可怕的是,今晚美股蹑嗑药了一样,还在勇创新高。唉,自从进了美股,对中国股票的判断就没一次对过。 还好,人民币汇率貌似没有进一步下\"跌\"的空间了。 最后,作为中国人,我必须要为人民币站台,在此重申三遍,启动逆周期因子,是市场自动调节。 我们没有操纵汇率! 我们没有操作汇率! 我们没有操纵汇率! $三倍做空FTSE中国ETF-Direxion(YANG)$$三倍做多FTSE中国ETF-Direxion(YINN)$ $阿里巴巴(BABA)$ $腾讯控股(00700)$","listText":"上周五的时候,腾讯已经跌了两天,阿里发财报,来了一个垂直过山车,市场情绪掉头向下的迹象明显。加上中美贸易谈判,互相加关税,以及人民币兑美元回到6.89的位置,坚定了我看空中概的信念。于是在上周五盘前迫不及待的进了三倍做空富时A50的ETF。 结果没想到啊,完全没想到啊,周五美股大涨,带动中概上涨,周六我们伟大的央妈更是重启了逆周期因子这个大杀器,把人民币汇率一天的时间硬是从6.89干到了6.80。这造成的结果,今天我们已经在我大A,港股和中概上面完整的显现出来了。 可怕的是,今晚美股蹑嗑药了一样,还在勇创新高。唉,自从进了美股,对中国股票的判断就没一次对过。 还好,人民币汇率貌似没有进一步下\"跌\"的空间了。 最后,作为中国人,我必须要为人民币站台,在此重申三遍,启动逆周期因子,是市场自动调节。 我们没有操纵汇率! 我们没有操作汇率! 我们没有操纵汇率! $三倍做空FTSE中国ETF-Direxion(YANG)$$三倍做多FTSE中国ETF-Direxion(YINN)$ $阿里巴巴(BABA)$ $腾讯控股(00700)$","text":"上周五的时候,腾讯已经跌了两天,阿里发财报,来了一个垂直过山车,市场情绪掉头向下的迹象明显。加上中美贸易谈判,互相加关税,以及人民币兑美元回到6.89的位置,坚定了我看空中概的信念。于是在上周五盘前迫不及待的进了三倍做空富时A50的ETF。 结果没想到啊,完全没想到啊,周五美股大涨,带动中概上涨,周六我们伟大的央妈更是重启了逆周期因子这个大杀器,把人民币汇率一天的时间硬是从6.89干到了6.80。这造成的结果,今天我们已经在我大A,港股和中概上面完整的显现出来了。 可怕的是,今晚美股蹑嗑药了一样,还在勇创新高。唉,自从进了美股,对中国股票的判断就没一次对过。 还好,人民币汇率貌似没有进一步下\"跌\"的空间了。 最后,作为中国人,我必须要为人民币站台,在此重申三遍,启动逆周期因子,是市场自动调节。 我们没有操纵汇率! 我们没有操作汇率! 我们没有操纵汇率! $三倍做空FTSE中国ETF-Direxion(YANG)$$三倍做多FTSE中国ETF-Direxion(YINN)$ $阿里巴巴(BABA)$ $腾讯控股(00700)$","images":[{"img":"https://static.tigerbbs.com/7aef9a5fad4061aca9977f218dfb33f3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/252216","isVote":1,"tweetType":1,"viewCount":8693,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478497998742964","authorId":"3478497998742964","name":"绍敏郡主","avatar":"https://static.tigerbbs.com/f861a5df30391fb79aed342bf9c2be78","crmLevel":2,"crmLevelSwitch":0,"idStr":"3478497998742964","authorIdStr":"3478497998742964"},"content":"都跌的差不多了你才开始做空","text":"都跌的差不多了你才开始做空","html":"都跌的差不多了你才开始做空"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":248317,"gmtCreate":1534944213173,"gmtModify":1704771047471,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466910476564750","authorIdStr":"3466910476564750"},"themes":[],"title":"无声的炮火,送陌陌上天","htmlText":"以后的人们说起2018年的股市江湖,都会津津乐道一件事:社交网络被团灭了! 作为社交网络盟主的$Facebook(FB)$ ,先是陷入了“剑桥数据门”的巨大漩涡,掌门人小扎东奔西走,终于还是获得了朝堂的认可,带领FB创出历史新高。但就在春风得意之时,财报惊雷,FB一日狂泄千亿,造就了股市江湖难以逾越的神话。 从此开始,社交网络的江湖便满布腥风血雨。 三弟$Snap Inc(SNAP)$ ,见势不对,开始隐藏锋芒,提前进入下跌模式。 这边厢。自成一派与欧美分庭抗礼的$微博(WB)$ 和$腾讯控股(00700)$ ,早已经开启阴跌模式,自断经脉,韬光养晦了。 事后,当人们总结这次团灭的成因时,人们发现痕迹早已露出,因缘也早已经种下。“剑桥数据门”,并不对FB的基本面造成影响,但是它却表明社交网络开始窥探人心,开始可以被人们利用,社交网络要碰到强监管的利剑了。 事实也正是如此,2018年5月25日推出的欧洲通用数据保护法(GDPR),是FB欧洲用户数下滑的直接动因。而为此,老二推特也开始限制16岁以下用户使用推特,并主动清理了数百万的僵尸粉,直接造成了用户数的下滑。 而更深一步来观察,所有的社交网络软件,都遇到了增长的瓶颈,用户数增长乏力。增长陷阱与监管整顿两把大杀器,使东西半球的社交网络们,共同陷入了寒冬。 但但但,唯独有一漏网之鱼,江湖中人人都听过,但却没人见过别人使用的软件,$陌陌(MOMO)$ ,独自扛起了用户数继续增长的大旗。如果不是大哥们遭到团灭,或许没人会关注到它,它还依然躲在树荫里舒适的过着小日子了。 随着陌陌的财报日临近,空头们集结起来,向社交网络最后的领地发起了总攻。随着财报揭晓,月活一亿多稳定增长超逾期盈利的陌陌,代表社交网络给了空头们致命一击。 为什么没见过别人用的软件却越来越活跃,噢!原来是,炮火无声。无数寂寞空虚房托酒托的人们,用自己默默的耕耘,做了陌","listText":"以后的人们说起2018年的股市江湖,都会津津乐道一件事:社交网络被团灭了! 作为社交网络盟主的$Facebook(FB)$ ,先是陷入了“剑桥数据门”的巨大漩涡,掌门人小扎东奔西走,终于还是获得了朝堂的认可,带领FB创出历史新高。但就在春风得意之时,财报惊雷,FB一日狂泄千亿,造就了股市江湖难以逾越的神话。 从此开始,社交网络的江湖便满布腥风血雨。 三弟$Snap Inc(SNAP)$ ,见势不对,开始隐藏锋芒,提前进入下跌模式。 这边厢。自成一派与欧美分庭抗礼的$微博(WB)$ 和$腾讯控股(00700)$ ,早已经开启阴跌模式,自断经脉,韬光养晦了。 事后,当人们总结这次团灭的成因时,人们发现痕迹早已露出,因缘也早已经种下。“剑桥数据门”,并不对FB的基本面造成影响,但是它却表明社交网络开始窥探人心,开始可以被人们利用,社交网络要碰到强监管的利剑了。 事实也正是如此,2018年5月25日推出的欧洲通用数据保护法(GDPR),是FB欧洲用户数下滑的直接动因。而为此,老二推特也开始限制16岁以下用户使用推特,并主动清理了数百万的僵尸粉,直接造成了用户数的下滑。 而更深一步来观察,所有的社交网络软件,都遇到了增长的瓶颈,用户数增长乏力。增长陷阱与监管整顿两把大杀器,使东西半球的社交网络们,共同陷入了寒冬。 但但但,唯独有一漏网之鱼,江湖中人人都听过,但却没人见过别人使用的软件,$陌陌(MOMO)$ ,独自扛起了用户数继续增长的大旗。如果不是大哥们遭到团灭,或许没人会关注到它,它还依然躲在树荫里舒适的过着小日子了。 随着陌陌的财报日临近,空头们集结起来,向社交网络最后的领地发起了总攻。随着财报揭晓,月活一亿多稳定增长超逾期盈利的陌陌,代表社交网络给了空头们致命一击。 为什么没见过别人用的软件却越来越活跃,噢!原来是,炮火无声。无数寂寞空虚房托酒托的人们,用自己默默的耕耘,做了陌","text":"以后的人们说起2018年的股市江湖,都会津津乐道一件事:社交网络被团灭了! 作为社交网络盟主的$Facebook(FB)$ ,先是陷入了“剑桥数据门”的巨大漩涡,掌门人小扎东奔西走,终于还是获得了朝堂的认可,带领FB创出历史新高。但就在春风得意之时,财报惊雷,FB一日狂泄千亿,造就了股市江湖难以逾越的神话。 从此开始,社交网络的江湖便满布腥风血雨。 三弟$Snap Inc(SNAP)$ ,见势不对,开始隐藏锋芒,提前进入下跌模式。 这边厢。自成一派与欧美分庭抗礼的$微博(WB)$ 和$腾讯控股(00700)$ ,早已经开启阴跌模式,自断经脉,韬光养晦了。 事后,当人们总结这次团灭的成因时,人们发现痕迹早已露出,因缘也早已经种下。“剑桥数据门”,并不对FB的基本面造成影响,但是它却表明社交网络开始窥探人心,开始可以被人们利用,社交网络要碰到强监管的利剑了。 事实也正是如此,2018年5月25日推出的欧洲通用数据保护法(GDPR),是FB欧洲用户数下滑的直接动因。而为此,老二推特也开始限制16岁以下用户使用推特,并主动清理了数百万的僵尸粉,直接造成了用户数的下滑。 而更深一步来观察,所有的社交网络软件,都遇到了增长的瓶颈,用户数增长乏力。增长陷阱与监管整顿两把大杀器,使东西半球的社交网络们,共同陷入了寒冬。 但但但,唯独有一漏网之鱼,江湖中人人都听过,但却没人见过别人使用的软件,$陌陌(MOMO)$ ,独自扛起了用户数继续增长的大旗。如果不是大哥们遭到团灭,或许没人会关注到它,它还依然躲在树荫里舒适的过着小日子了。 随着陌陌的财报日临近,空头们集结起来,向社交网络最后的领地发起了总攻。随着财报揭晓,月活一亿多稳定增长超逾期盈利的陌陌,代表社交网络给了空头们致命一击。 为什么没见过别人用的软件却越来越活跃,噢!原来是,炮火无声。无数寂寞空虚房托酒托的人们,用自己默默的耕耘,做了陌","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/248317","isVote":1,"tweetType":1,"viewCount":6085,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"idStr":"3447477120405680","authorIdStr":"3447477120405680"},"content":"为啥?先空一手","text":"为啥?先空一手","html":"为啥?先空一手"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":274649,"gmtCreate":1537457760087,"gmtModify":1704774398623,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466910476564750","authorIdStr":"3466910476564750"},"themes":[],"htmlText":"$Tilray 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中概终于重回我熟悉的好坏通杀模式,今天在阿里开盘后四个点止盈,然后买入YINN看空,简直是神操作。 虽然仓位小。 今晚打算出掉,明天再看情况。","listText":"$三倍做空FTSE中国ETF-Direxion(YANG)$ 中概终于重回我熟悉的好坏通杀模式,今天在阿里开盘后四个点止盈,然后买入YINN看空,简直是神操作。 虽然仓位小。 今晚打算出掉,明天再看情况。","text":"$三倍做空FTSE中国ETF-Direxion(YANG)$ 中概终于重回我熟悉的好坏通杀模式,今天在阿里开盘后四个点止盈,然后买入YINN看空,简直是神操作。 虽然仓位小。 今晚打算出掉,明天再看情况。","images":[{"img":"https://static.tigerbbs.com/cda58f9eed57bc346ff04dccdf9d4f4e"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":2,"link":"https://laohu8.com/post/249930","isVote":1,"tweetType":1,"viewCount":2311,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274804085724","authorId":"3479274804085724","name":"ladyman","avatar":"https://static.laohu8.com/picture161","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274804085724","authorIdStr":"3479274804085724"},"content":"流动性怎么样?","text":"流动性怎么样?","html":"流动性怎么样?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":249776,"gmtCreate":1535036314658,"gmtModify":1704771237408,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466910476564750","authorIdStr":"3466910476564750"},"themes":[],"title":"同样是P2P,差别咋就这么大?","htmlText":"有的时候消息一堆起来,你真没法判断涨跌的主因。 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而趣店就不这么幸运了,背靠蚂蚁金服的大腿,也不自己做风控,监管一趋严,蚂蚁妈妈就不带它玩了。可怜,可怜。。。 所以,如果明天趣店财报后大涨,我就赶紧做空吧,毕竟它的基本面已经崩坏了。 其余的P2P们,这波上涨也算耗尽了那四大AMC兜底的红利,那后面就跟着大盘涨跌吧,直到央妈再出手。 $乐信(LX)$ $趣店(QD)$ $信而富(XRF)$ $和信贷(HX)$ $诺亚财富(NOAH)$","text":"有的时候消息一堆起来,你真没法判断涨跌的主因。 从8/15开始的P2P一波反弹,到底是受大盘反弹影响?还是受四大资管公司(AMC)处理P2P不良资产的利好影响?大盘的这一波反弹,到底是腾讯财报后的利空出尽是利好,还是因为汇率企稳回升? 可能是,多个因素的共振,共同形成了一波升浪,而共振因素越多的板块,反弹也就越厉害了。 到今天为止,这一波反弹已近尾声,其余几个P2P都表现平平,唯独乐信$乐信(LX)$ 和趣店$趣店(QD)$ 除外。 乐信净利润大涨,作为消费贷企业,我也实在没有想到不涨的理由,毕竟大伙这么缺钱,那消费是怎么维持起来的?但是,仅仅利润好看,就应该成为大涨的理由吗? 这期财报表明乐信获客成本提升30%,国内竞争这么激烈,监管这么严,长期看下来,还是等着爆雷继续下跌吧。财报涨起来,监管松起来,是为了让后面有更大的下落空间,只是目前,还需要再等一等这样的契机出现。。。 而趣店就不这么幸运了,背靠蚂蚁金服的大腿,也不自己做风控,监管一趋严,蚂蚁妈妈就不带它玩了。可怜,可怜。。。 所以,如果明天趣店财报后大涨,我就赶紧做空吧,毕竟它的基本面已经崩坏了。 其余的P2P们,这波上涨也算耗尽了那四大AMC兜底的红利,那后面就跟着大盘涨跌吧,直到央妈再出手。 $乐信(LX)$ $趣店(QD)$ $信而富(XRF)$ $和信贷(HX)$ 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