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孤云1
2024-05-14
2024/05/14 交易笔记 by 孤云1
2024/05/14 成本 现价 浮动收益 腾讯音乐(TME) 18.20 14.79 -18.73% 涨了5倍,都没回本
2024/05/14 交易笔记 by 孤云1
孤云1
2024-05-14
2024/05/14 交易笔记 by 孤云1
2024/05/14 成本 现价 浮动收益 腾讯音乐(TME) 18.20 14.79 -18.73% 涨了5倍,都没回本
2024/05/14 交易笔记 by 孤云1
孤云1
2023-06-26
$微博(WB)$
分红到账的时间是?
孤云1
2021-07-23
$新东方(EDU)$
干爆空头
孤云1
2021-03-27
$腾讯音乐(TME)$
买入12股,回想当年买入蔚来,上14倍后离场。少量配置困境中的优质公司是一种策略,因不能入金,否则每次配置最少百分之一的仓位。
孤云1
2021-03-27
$腾讯音乐(TME)$
all in最后200元
孤云1
2020-11-27
这篇文章不错,转发给大家看
@许亚鑫:细读中国十四五规划,会发现这轮A股牛市轮廓的真正模样!
孤云1
2020-11-13
$蔚来(NIO)$
复制特斯拉走势是大概率事件,某个大股东无法忍受如此高的估值后大幅减仓,短期快速暴跌,日内回撤百分之三十都不是大概率事件了,谈论估值已经没有意义,普通人无法做出有效判断,大股东减仓可能只是基于资金仓位的管理而不是估值,一年上涨10倍以上,谈估值没有意义,大家都看好这赛道,但已经无法有效定价。
孤云1
2020-11-13
$蔚来(NIO)$
从蔚来的走势学到了什么,在市场中一定要控制风险,尤其是做空的风险,假如有泡沫,很难寻找破灭的时机,如果想做空,也只能不断试错,当然做空的风险真的太难控制了。
孤云1
2020-02-23
15年股市心酸泪。股市中合计亏损这么多。反思下还是应该应用技术分析。
孤云1
2019-09-25
$蔚来(NIO)$
看好中国未来。
去老虎APP查看更多动态
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in最后200元","listText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>all in最后200元","text":"$腾讯音乐(TME)$all 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今年上半年的股市经历了疫情后的暴跌、武汉换帅后的震荡、口罩医药股拔地而起、券商因重组预期连涨两周、外资内资买入坚决以外,还真找不到什么主线条,上半年外资和内资买入的都是白马,流动性好的业绩好的都出现持续上涨,7月份过后,外资内资退潮,游资入场,开始有什么题材就炒作什么题材,这样的总结应该没有遗漏了吧,如果有遗漏可以在评论区交流。 所以,上半年的主线条就是新冠疫情背景下,国际资本找寻安全边际下的价值洼地,在上半年这个主线条的影响下,才有了下半年7月份的爆发,而爆发结束后,国际资本因为对于地缘政治的不确定性又转投债市,并没有掀起一波大牛市,而增量资金离场后,存量资金相对谨慎,在牛市的共同认知下既不想轻易离场,也不想浪费时间成本,所以价格一直打不下去。 理解了上述逻辑,也就等于理解了深成指为何在7月份快速拉升之后,从7月中旬一直到如今,仍然处于高位箱体震荡的态势。一方面,目前就是牛市,而且是大牛,资金敢离场,就敢让它再进来;另一方面,上半年提到的一些板块,或者是因为某些原因促使某些板块大涨的,你们可以抛弃了,并不是接下来的主流板块,因为接下来的主流已经因为下半年一个重要的事情给市场指明了方向。 然后,我们重点来来看看,十四五规划和2035远景目标。 这是一个划时代的内容,中间还穿插了一个2025中国制造,IMF此前对中国未来发展有过预期,我就不做赘述,本人这里做个简单的解释,十四五规划、2025中国制造以及2035远景目标是三个不同阶段的分段执行,最终达到让中国的国民生产总值比肩发达中等国家。(看到这个是不是很自豪?当然,你要黑也可以尽管黑) 本人觉得我们提出这个目标不是信口开河,肯定是有数据支撑的,那么我们以这个目标来分析一下路径。目前欧美把持着高科技技术,不管谁当选美国总统,其实站在本国利益角度,都会压制中国,无论美国再怎么欺负","listText":"首先,我们一起来回顾一下今年A股的基本情况。 今年上半年的股市经历了疫情后的暴跌、武汉换帅后的震荡、口罩医药股拔地而起、券商因重组预期连涨两周、外资内资买入坚决以外,还真找不到什么主线条,上半年外资和内资买入的都是白马,流动性好的业绩好的都出现持续上涨,7月份过后,外资内资退潮,游资入场,开始有什么题材就炒作什么题材,这样的总结应该没有遗漏了吧,如果有遗漏可以在评论区交流。 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>从蔚来的走势学到了什么,在市场中一定要控制风险,尤其是做空的风险,假如有泡沫,很难寻找破灭的时机,如果想做空,也只能不断试错,当然做空的风险真的太难控制了。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>从蔚来的走势学到了什么,在市场中一定要控制风险,尤其是做空的风险,假如有泡沫,很难寻找破灭的时机,如果想做空,也只能不断试错,当然做空的风险真的太难控制了。","text":"$蔚来(NIO)$从蔚来的走势学到了什么,在市场中一定要控制风险,尤其是做空的风险,假如有泡沫,很难寻找破灭的时机,如果想做空,也只能不断试错,当然做空的风险真的太难控制了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/304557430","isVote":1,"tweetType":1,"viewCount":4067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469083060380146","authorId":"3469083060380146","name":"孤云1","avatar":"https://static.tigerbbs.com/c71f2c80b9f5ac336b495eda7cb89b3a","crmLevel":2,"crmLevelSwitch":0,"idStr":"3469083060380146","authorIdStr":"3469083060380146"},"content":"我思考的问题是风险的控制,而不是公司本身,投资中只有有效控制风险,才能长久生存。 股价如此暴涨,一定有投资者的认知偏差,市场永远是对的。","text":"我思考的问题是风险的控制,而不是公司本身,投资中只有有效控制风险,才能长久生存。 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今年上半年的股市经历了疫情后的暴跌、武汉换帅后的震荡、口罩医药股拔地而起、券商因重组预期连涨两周、外资内资买入坚决以外,还真找不到什么主线条,上半年外资和内资买入的都是白马,流动性好的业绩好的都出现持续上涨,7月份过后,外资内资退潮,游资入场,开始有什么题材就炒作什么题材,这样的总结应该没有遗漏了吧,如果有遗漏可以在评论区交流。 所以,上半年的主线条就是新冠疫情背景下,国际资本找寻安全边际下的价值洼地,在上半年这个主线条的影响下,才有了下半年7月份的爆发,而爆发结束后,国际资本因为对于地缘政治的不确定性又转投债市,并没有掀起一波大牛市,而增量资金离场后,存量资金相对谨慎,在牛市的共同认知下既不想轻易离场,也不想浪费时间成本,所以价格一直打不下去。 理解了上述逻辑,也就等于理解了深成指为何在7月份快速拉升之后,从7月中旬一直到如今,仍然处于高位箱体震荡的态势。一方面,目前就是牛市,而且是大牛,资金敢离场,就敢让它再进来;另一方面,上半年提到的一些板块,或者是因为某些原因促使某些板块大涨的,你们可以抛弃了,并不是接下来的主流板块,因为接下来的主流已经因为下半年一个重要的事情给市场指明了方向。 然后,我们重点来来看看,十四五规划和2035远景目标。 这是一个划时代的内容,中间还穿插了一个2025中国制造,IMF此前对中国未来发展有过预期,我就不做赘述,本人这里做个简单的解释,十四五规划、2025中国制造以及2035远景目标是三个不同阶段的分段执行,最终达到让中国的国民生产总值比肩发达中等国家。(看到这个是不是很自豪?当然,你要黑也可以尽管黑) 本人觉得我们提出这个目标不是信口开河,肯定是有数据支撑的,那么我们以这个目标来分析一下路径。目前欧美把持着高科技技术,不管谁当选美国总统,其实站在本国利益角度,都会压制中国,无论美国再怎么欺负","listText":"首先,我们一起来回顾一下今年A股的基本情况。 今年上半年的股市经历了疫情后的暴跌、武汉换帅后的震荡、口罩医药股拔地而起、券商因重组预期连涨两周、外资内资买入坚决以外,还真找不到什么主线条,上半年外资和内资买入的都是白马,流动性好的业绩好的都出现持续上涨,7月份过后,外资内资退潮,游资入场,开始有什么题材就炒作什么题材,这样的总结应该没有遗漏了吧,如果有遗漏可以在评论区交流。 所以,上半年的主线条就是新冠疫情背景下,国际资本找寻安全边际下的价值洼地,在上半年这个主线条的影响下,才有了下半年7月份的爆发,而爆发结束后,国际资本因为对于地缘政治的不确定性又转投债市,并没有掀起一波大牛市,而增量资金离场后,存量资金相对谨慎,在牛市的共同认知下既不想轻易离场,也不想浪费时间成本,所以价格一直打不下去。 理解了上述逻辑,也就等于理解了深成指为何在7月份快速拉升之后,从7月中旬一直到如今,仍然处于高位箱体震荡的态势。一方面,目前就是牛市,而且是大牛,资金敢离场,就敢让它再进来;另一方面,上半年提到的一些板块,或者是因为某些原因促使某些板块大涨的,你们可以抛弃了,并不是接下来的主流板块,因为接下来的主流已经因为下半年一个重要的事情给市场指明了方向。 然后,我们重点来来看看,十四五规划和2035远景目标。 这是一个划时代的内容,中间还穿插了一个2025中国制造,IMF此前对中国未来发展有过预期,我就不做赘述,本人这里做个简单的解释,十四五规划、2025中国制造以及2035远景目标是三个不同阶段的分段执行,最终达到让中国的国民生产总值比肩发达中等国家。(看到这个是不是很自豪?当然,你要黑也可以尽管黑) 本人觉得我们提出这个目标不是信口开河,肯定是有数据支撑的,那么我们以这个目标来分析一下路径。目前欧美把持着高科技技术,不管谁当选美国总统,其实站在本国利益角度,都会压制中国,无论美国再怎么欺负","text":"首先,我们一起来回顾一下今年A股的基本情况。 今年上半年的股市经历了疫情后的暴跌、武汉换帅后的震荡、口罩医药股拔地而起、券商因重组预期连涨两周、外资内资买入坚决以外,还真找不到什么主线条,上半年外资和内资买入的都是白马,流动性好的业绩好的都出现持续上涨,7月份过后,外资内资退潮,游资入场,开始有什么题材就炒作什么题材,这样的总结应该没有遗漏了吧,如果有遗漏可以在评论区交流。 所以,上半年的主线条就是新冠疫情背景下,国际资本找寻安全边际下的价值洼地,在上半年这个主线条的影响下,才有了下半年7月份的爆发,而爆发结束后,国际资本因为对于地缘政治的不确定性又转投债市,并没有掀起一波大牛市,而增量资金离场后,存量资金相对谨慎,在牛市的共同认知下既不想轻易离场,也不想浪费时间成本,所以价格一直打不下去。 理解了上述逻辑,也就等于理解了深成指为何在7月份快速拉升之后,从7月中旬一直到如今,仍然处于高位箱体震荡的态势。一方面,目前就是牛市,而且是大牛,资金敢离场,就敢让它再进来;另一方面,上半年提到的一些板块,或者是因为某些原因促使某些板块大涨的,你们可以抛弃了,并不是接下来的主流板块,因为接下来的主流已经因为下半年一个重要的事情给市场指明了方向。 然后,我们重点来来看看,十四五规划和2035远景目标。 这是一个划时代的内容,中间还穿插了一个2025中国制造,IMF此前对中国未来发展有过预期,我就不做赘述,本人这里做个简单的解释,十四五规划、2025中国制造以及2035远景目标是三个不同阶段的分段执行,最终达到让中国的国民生产总值比肩发达中等国家。(看到这个是不是很自豪?当然,你要黑也可以尽管黑) 本人觉得我们提出这个目标不是信口开河,肯定是有数据支撑的,那么我们以这个目标来分析一下路径。目前欧美把持着高科技技术,不管谁当选美国总统,其实站在本国利益角度,都会压制中国,无论美国再怎么欺负","images":[{"img":"https://static.tigerbbs.com/a43c8e04314a8cf5d6f65f08a6e43bd8","width":"818","height":"384"},{"img":"https://static.tigerbbs.com/5fbc48a278020459b6c57f0e906138fb","width":"700","height":"306"},{"img":"https://static.tigerbbs.com/d52f7983e82079003e6f5be8f5467e8f","width":"1233","height":"531"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393855490","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980644817,"gmtCreate":1582446667239,"gmtModify":1704346542686,"author":{"id":"3469083060380146","authorId":"3469083060380146","name":"孤云1","avatar":"https://static.tigerbbs.com/c71f2c80b9f5ac336b495eda7cb89b3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3469083060380146","authorIdStr":"3469083060380146"},"themes":[],"htmlText":"15年股市心酸泪。股市中合计亏损这么多。反思下还是应该应用技术分析。","listText":"15年股市心酸泪。股市中合计亏损这么多。反思下还是应该应用技术分析。","text":"15年股市心酸泪。股市中合计亏损这么多。反思下还是应该应用技术分析。","images":[{"img":"https://static.tigerbbs.com/8f94cdf1810feb0dddd82d0d758891ec","width":"1080","height":"2280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980644817","isVote":1,"tweetType":1,"viewCount":2097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":933010091,"gmtCreate":1569409295413,"gmtModify":1704719340172,"author":{"id":"3469083060380146","authorId":"3469083060380146","name":"孤云1","avatar":"https://static.tigerbbs.com/c71f2c80b9f5ac336b495eda7cb89b3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3469083060380146","authorIdStr":"3469083060380146"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 看好中国未来。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 看好中国未来。","text":"$蔚来(NIO)$ 看好中国未来。","images":[{"img":"https://static.tigerbbs.com/6373c42040f300a770816d3663e7cb8d","width":"1080","height":"1463"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/933010091","isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}