Yayoi的个人主页 - 老虎社区

Yayoi

Yayoi

TMT交易员反者道之动

IP属地：上海

64关注

1粉丝

1主题

0勋章

07-23

我开仓了1手$NVDA 20250725 172.5 CALL$ ,来看看我最新分享的订单！

07-10

6千多万算什么主力

快手-W07月09日主力净流出6042.7万元散户资金买入

07-09

还得是腾讯一如既往的稳

腾讯今日斥资约5亿港元回购99.5万股

06-27

$快手-W(01024)$ 天天利好消息不见主力出力成交那么点这得到猴年马月去随便一砸就能咋下来

06-25

$快手-W(01024)$ 继续看空63以前大量空

06-20

$快手-W(01024)$ 每次跌的时候就会出来几个消息面文章 🤪

06-19

$快手-W(01024)$ 今天这是要奔着55去了么

05-22

没啥利好消息就发点天气预报

康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择

2021-05-27

这篇文章不错，转发给大家看

@许亚鑫:A50如期放量上涨！6月17日是下一个关键节点

2021-01-22

这篇文章不错，转发给大家看

@小虎周报:互联网巨头扎堆二次上市，蕴含哪些套利机会？

去老虎APP查看更多动态

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快手-W股价跌2.26%，报收64.75元，成交金额17.2亿元，换手率0.74%，振幅3.77%，量比0.69。快手-W今日主力资金（超大单+大单）净流出6042.7万元，上一交易日主力净流入5.4亿元。该股近5个交易日上涨5.04%，主力资金累计净流入6.9亿元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入12.4亿元，其中净流入天数为11日。该股主力净额占比0.03%（主力资金净额/流通市值），港股市场排名2455/2673。|07月09日主力加仓幅度排名||#|股票简称|主力净额占比|#|蓝思科技|6.38%|#|嘉艺控股|2.91%|#|中华银科技(新)|2.74%|#|...|...|#2455|快手-W|-0.03%|（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","news_type":1,"symbols_score_info":{"81024":0.6,"01024":1,"KSTmain":0.6}},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454802276745440,"gmtCreate":1752022135571,"gmtModify":1752022137629,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"还得是腾讯 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","LU2251237306.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) INC A","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","BK1591":"就地过年概念","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) 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每次跌的时候就会出来几个消息面文章 🤪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447994637394560","isVote":1,"tweetType":1,"viewCount":7221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447527696683176,"gmtCreate":1750297670796,"gmtModify":1750297672066,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 今天这是要奔着55去了么","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 今天这是要奔着55去了么","text":"$快手-W(01024)$ 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13:12","market":"other","language":"zh","title":"康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择","url":"https://stock-news.laohu8.com/highlight/detail?id=2537670417","media":"睿见Economy","summary":"　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海东方明珠。　　“现在很多国际品牌都开始去布局新一线城市，就是更加偏下沉的城市，那快手其实是一个非常好的选择。”","content":"<html><body><div>\n<p> 专题：2025IAI传鉴国际创意节</p>\n<p>　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/80/w550h330/20250521/48e1-6d1d9d15438e04b1fe5caed0b89934ae.png\"/><span></span></div>\n<p>　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海<span><a href=\"https://laohu8.com/S/600637\">东方明珠</a></span><span></span>。</p>\n<p>　　他还提到，国补的补贴成交增长最高的省份是内陆的两个省份，一个是湖北省，它整个的交易提升达到了60%，另外一个是湖南省，并不是北上广深或者一线和二线的城市。</p>\n<p>　　康乐指出，中国GDP过万亿的城市数量不足10%，意味着有10亿人生活在GDP不过万亿的城市，与一二线城市的人相比，他们有时间、有消费力、受广告干扰少。</p>\n<p>　　他介绍，快手4.3亿日活用户中，三线以下占比44.3%，月均1.4亿电商买家支撑起1.38万亿GMV。</p>\n<p>　　“现在很多国际品牌都开始去布局新一线城市，就是更加偏下沉的城市，那快手其实是一个非常好的选择。”康乐说。</p>\n<p><span>　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王翔 </p>\n</div></body></html>","source":"sina","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>康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择</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康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-21 13:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2025-05-21/doc-inexicea0394301.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：2025IAI传鉴国际创意节\n　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。\n\n　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海东方明珠。\n　　他还提到，国补的补贴成交增长最高的省份是内陆的两个省份，一个是湖北省，它整个的交易提升达到了60%，另外一个是...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2025-05-21/doc-inexicea0394301.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81024":"快手-WR","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1608":"元宇宙概念","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","BK1575":"同股不同权","BK1615":"港股-互联网","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1591":"就地过年概念","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","01024":"快手-W","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","BK1590":"短视频概念股","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1610":"ETF&股票定投概念","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK1095":"互动媒体与服务","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2025-05-21/doc-inexicea0394301.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2537670417","content_text":"专题：2025IAI传鉴国际创意节\n　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。\n\n　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海东方明珠。\n　　他还提到，国补的补贴成交增长最高的省份是内陆的两个省份，一个是湖北省，它整个的交易提升达到了60%，另外一个是湖南省，并不是北上广深或者一线和二线的城市。\n　　康乐指出，中国GDP过万亿的城市数量不足10%，意味着有10亿人生活在GDP不过万亿的城市，与一二线城市的人相比，他们有时间、有消费力、受广告干扰少。\n　　他介绍，快手4.3亿日活用户中，三线以下占比44.3%，月均1.4亿电商买家支撑起1.38万亿GMV。\n　　“现在很多国际品牌都开始去布局新一线城市，就是更加偏下沉的城市，那快手其实是一个非常好的选择。”康乐说。\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","news_type":1,"symbols_score_info":{"81024":0.6,"01024":1,"KSTmain":0.6}},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132613235,"gmtCreate":1622084302227,"gmtModify":1622084302227,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132613235","repostId":"138287136","repostType":1,"repost":{"id":138287136,"gmtCreate":1621943618425,"gmtModify":1746039569936,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"A50如期放量上涨！6月17日是下一个关键节点","htmlText":"公号：许亚鑫 有很多人，对于今天大A的上涨感到意外，还在心心念念所谓的大C浪杀跌行情。实际上，一直跟踪专栏的你们，会觉得这里的上涨只不过是预期当中的行情，前文《<a href=\"https://laohu8.com/TW/194170670\" target=\"_blank\">两个交易机会：A50开启筑底反弹模式，贵金属可能要冲高回落</a>》都已经写得这么清楚了。 同理可证，A50在方框区域内确认构筑底部之后，也将会迎来一波非常不错的反弹行情。如果完成走出对称图形，则反弹有机会演变成反转。 当然，今天大涨完了之后，我相信市场上还有很多声音在说：“诱多，这绝对是诱多。” 无论是潜在的大C浪，还是所谓的诱多，从技术面上似乎没有什么错，错的只是误判了宏观。 早在5月12日直播课程上，许导就预判了月底的这波涨势，当时刚好解读了一份报告。所以，我留下了所谓的“证据”： 5月12日课件 解读2021年第一季度货币政策执行报告的时候，许导指出，从未来的货币政策展望上来看，仍然强调稳字当头，意味着对于股市偏中性。那么如果想要给市场注入信心，唯一的可能性便是财政政策，而政府债发行的高峰有可能就在5月底至6月初启动，那么流动性一来，市场能不涨吗？流动性溢价不就是这么来的嘛。 这便是我们常常说的：市场宏观分析。 当然，我也知你们当中有人还会吐槽，“你又不给我们分析这些，我又没参与课程学习，我怎知道？”别急，许导也提前做好了预判。 请看5月12日文章，《<a href=\"https://laohu8.com/TW/193566494\" target=\"_blank\">市场变盘成功，扫货的好时机到了</a>》，有没有提到过： 从后市的展望来看，未来如果走的是“7T”的对称，意味着我们要小心5月19日出高点再次遇阻回落，最好是能够走“13T”的对称，这就意味着这波变盘成功后的上涨，有望走到5月","listText":"公号：许亚鑫 有很多人，对于今天大A的上涨感到意外，还在心心念念所谓的大C浪杀跌行情。实际上，一直跟踪专栏的你们，会觉得这里的上涨只不过是预期当中的行情，前文《<a href=\"https://laohu8.com/TW/194170670\" target=\"_blank\">两个交易机会：A50开启筑底反弹模式，贵金属可能要冲高回落</a>》都已经写得这么清楚了。 同理可证，A50在方框区域内确认构筑底部之后，也将会迎来一波非常不错的反弹行情。如果完成走出对称图形，则反弹有机会演变成反转。 当然，今天大涨完了之后，我相信市场上还有很多声音在说：“诱多，这绝对是诱多。” 无论是潜在的大C浪，还是所谓的诱多，从技术面上似乎没有什么错，错的只是误判了宏观。 早在5月12日直播课程上，许导就预判了月底的这波涨势，当时刚好解读了一份报告。所以，我留下了所谓的“证据”： 5月12日课件 解读2021年第一季度货币政策执行报告的时候，许导指出，从未来的货币政策展望上来看，仍然强调稳字当头，意味着对于股市偏中性。那么如果想要给市场注入信心，唯一的可能性便是财政政策，而政府债发行的高峰有可能就在5月底至6月初启动，那么流动性一来，市场能不涨吗？流动性溢价不就是这么来的嘛。 这便是我们常常说的：市场宏观分析。 当然，我也知你们当中有人还会吐槽，“你又不给我们分析这些，我又没参与课程学习，我怎知道？”别急，许导也提前做好了预判。 请看5月12日文章，《<a href=\"https://laohu8.com/TW/193566494\" target=\"_blank\">市场变盘成功，扫货的好时机到了</a>》，有没有提到过： 从后市的展望来看，未来如果走的是“7T”的对称，意味着我们要小心5月19日出高点再次遇阻回落，最好是能够走“13T”的对称，这就意味着这波变盘成功后的上涨，有望走到5月","text":"公号：许亚鑫 有很多人，对于今天大A的上涨感到意外，还在心心念念所谓的大C浪杀跌行情。实际上，一直跟踪专栏的你们，会觉得这里的上涨只不过是预期当中的行情，前文《两个交易机会：A50开启筑底反弹模式，贵金属可能要冲高回落》都已经写得这么清楚了。 同理可证，A50在方框区域内确认构筑底部之后，也将会迎来一波非常不错的反弹行情。如果完成走出对称图形，则反弹有机会演变成反转。 当然，今天大涨完了之后，我相信市场上还有很多声音在说：“诱多，这绝对是诱多。” 无论是潜在的大C浪，还是所谓的诱多，从技术面上似乎没有什么错，错的只是误判了宏观。 早在5月12日直播课程上，许导就预判了月底的这波涨势，当时刚好解读了一份报告。所以，我留下了所谓的“证据”： 5月12日课件 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4000点的位置。$标普500ETF(SPY)$$纳斯达克(.IXIC)$ Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周$摩根士丹利(MS)$ 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href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 每次跌的时候就会出来几个消息面文章 🤪","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 每次跌的时候就会出来几个消息面文章 🤪","text":"$快手-W(01024)$ 每次跌的时候就会出来几个消息面文章 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一、拜登时代开启，Q4财报季提速。 二、二次上市风云再起，这类新股怎么打？ 正文部分 拜登时代开启：拜登就职、1.9亿刺激、特朗普弹劾 本周一，美股因马丁·路德·金纪念日休市一日。虽然是个交易短周，但近期拜登就职典礼、特朗普弹劾案、财政纾困措施，还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施，1.9亿纾困方案能否全盘落地，这些都会影响市场阶段的波动。 往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、","listText":"报告要点 一、拜登时代开启，Q4财报季提速。 二、二次上市风云再起，这类新股怎么打？ 正文部分 拜登时代开启：拜登就职、1.9亿刺激、特朗普弹劾 本周一，美股因马丁·路德·金纪念日休市一日。虽然是个交易短周，但近期拜登就职典礼、特朗普弹劾案、财政纾困措施，还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施，1.9亿纾困方案能否全盘落地，这些都会影响市场阶段的波动。 往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、","text":"报告要点 一、拜登时代开启，Q4财报季提速。 二、二次上市风云再起，这类新股怎么打？ 正文部分 拜登时代开启：拜登就职、1.9亿刺激、特朗普弹劾 本周一，美股因马丁·路德·金纪念日休市一日。虽然是个交易短周，但近期拜登就职典礼、特朗普弹劾案、财政纾困措施，还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施，1.9亿纾困方案能否全盘落地，这些都会影响市场阶段的波动。 往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应$标普500(.SPX)$ 4000点的位置。$标普500ETF(SPY)$$纳斯达克(.IXIC)$ Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周$摩根士丹利(MS)$ 、","images":[{"img":"https://static.tigerbbs.com/bd36e10a0c7a38edc2d18054c172b775","width":"1402","height":"811"},{"img":"https://static.tigerbbs.com/d1d950321e5854b2393114aaa6b5c3db","width":"765","height":"736"},{"img":"https://static.tigerbbs.com/152290249ca32a7194df67c2a3824c0e","width":"1408","height":"580"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334499654","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3794,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460079018258696,"gmtCreate":1753333216781,"gmtModify":1753333223896,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"我平仓了10手<a 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,去查看订单详情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460079018258696","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455039446426272,"gmtCreate":1752111294403,"gmtModify":1752111296118,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"6千多万算什么主力","listText":"6千多万算什么主力","text":"6千多万算什么主力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455039446426272","repostId":"2550368273","repostType":2,"repost":{"id":"2550368273","kind":"news","pubTimestamp":1752048937,"share":"https://www.laohu8.com/m/news/2550368273?lang=&edition=full","pubTime":"2025-07-09 16:15","market":"hk","language":"zh","title":"快手-W07月09日主力净流出6042.7万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2550368273","media":"市场透视","summary":"07月09日, 快手-W股价跌2.26%，报收64.75元，成交金额17.2亿元，换手率0.74%，振幅3.77%，量比0.69。快手-W今日主力资金净流出6042.7万元，上一交易日主力净流入5.4亿元。该股近5个交易日上涨5.04%，主力资金累计净流入6.9亿元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入12.4亿元，其中净流入天数为11日。该股主力净额占比0.03%，港股市场排名2455/2673。","content":"<html><body><article><p>07月09日, <a href=\"https://laohu8.com/S/01024\">快手-W</a>股价跌2.26%，报收64.75元，成交金额17.2亿元，<span>换手率</span>0.74%，振幅3.77%，<span>量比</span>0.69。</p><p>快手-W今日主力资金（超大单+大单）净流出6042.7万元，上一交易日主力净流入5.4亿元。</p><p>该股近5个交易日上涨5.04%，主力资金累计净流入6.9亿元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入12.4亿元，其中净流入天数为11日。</p><p>该股主力净额占比0.03%（主力资金净额/<span>流通市值</span>），港股市场排名2455/2673。</p><p>|07月09日主力加仓幅度排名||#|股票简称|主力净额占比|#|<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>|6.38%|#|<a href=\"https://laohu8.com/S/01025\">嘉艺控股</a>|2.91%|#|<a href=\"https://laohu8.com/S/00515\">中华银科技(新)</a>|2.74%|#|...|...|#2455|快手-W|-0.03%|</p><p>（以上内容为<a href=\"https://laohu8.com/S/TCEHY\">腾讯</a>自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）</p></article></body></html>","source":"tencent","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>快手-W07月09日主力净流出6042.7万元 散户资金买入</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快手-W07月09日主力净流出6042.7万元 散户资金买入\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-09 16:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709165757a69f076d&s=b><strong>市场透视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>07月09日, 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一如既往的稳","listText":"还得是腾讯 一如既往的稳","text":"还得是腾讯 一如既往的稳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454802276745440","repostId":"2549554543","repostType":2,"repost":{"id":"2549554543","kind":"live","pubTimestamp":1751968631,"share":"https://www.laohu8.com/m/news/2549554543?lang=&edition=full","pubTime":"2025-07-08 17:57","market":"hk","language":"zh","title":"腾讯今日斥资约5亿港元回购99.5万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2549554543","media":"格隆汇","summary":"腾讯控股(0700.HK)：于7月8日在港交所斥资约5亿港元回购99.5万股。","content":"<html><body><p>腾讯控股(0700.HK)：于7月8日在港交所斥资约5亿港元回购99.5万股。</p></body></html>","source":"live_gelonghui","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 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","LU2251237306.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) INC A","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","BK1591":"就地过年概念","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) 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13:12","market":"other","language":"zh","title":"康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择","url":"https://stock-news.laohu8.com/highlight/detail?id=2537670417","media":"睿见Economy","summary":"　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海东方明珠。　　“现在很多国际品牌都开始去布局新一线城市，就是更加偏下沉的城市，那快手其实是一个非常好的选择。”","content":"<html><body><div>\n<p> 专题：2025IAI传鉴国际创意节</p>\n<p>　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/80/w550h330/20250521/48e1-6d1d9d15438e04b1fe5caed0b89934ae.png\"/><span></span></div>\n<p>　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海<span><a href=\"https://laohu8.com/S/600637\">东方明珠</a></span><span></span>。</p>\n<p>　　他还提到，国补的补贴成交增长最高的省份是内陆的两个省份，一个是湖北省，它整个的交易提升达到了60%，另外一个是湖南省，并不是北上广深或者一线和二线的城市。</p>\n<p>　　康乐指出，中国GDP过万亿的城市数量不足10%，意味着有10亿人生活在GDP不过万亿的城市，与一二线城市的人相比，他们有时间、有消费力、受广告干扰少。</p>\n<p>　　他介绍，快手4.3亿日活用户中，三线以下占比44.3%，月均1.4亿电商买家支撑起1.38万亿GMV。</p>\n<p>　　“现在很多国际品牌都开始去布局新一线城市，就是更加偏下沉的城市，那快手其实是一个非常好的选择。”康乐说。</p>\n<p><span>　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王翔 </p>\n</div></body></html>","source":"sina","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>康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择</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康乐：很多国际品牌都开始布局下沉市场，快手是个非常好的选择\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-21 13:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2025-05-21/doc-inexicea0394301.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：2025IAI传鉴国际创意节\n　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。\n\n　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海东方明珠。\n　　他还提到，国补的补贴成交增长最高的省份是内陆的两个省份，一个是湖北省，它整个的交易提升达到了60%，另外一个是...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2025-05-21/doc-inexicea0394301.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81024":"快手-WR","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1608":"元宇宙概念","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","BK1575":"同股不同权","BK1615":"港股-互联网","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1591":"就地过年概念","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","01024":"快手-W","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","BK1590":"短视频概念股","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1610":"ETF&股票定投概念","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK1095":"互动媒体与服务","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2025-05-21/doc-inexicea0394301.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2537670417","content_text":"专题：2025IAI传鉴国际创意节\n　　“2025IAI传鉴国际创意节”于5月21日-22日在北京举行。快手磁力引擎大快消业务负责人兼快手电商美妆跨境行业运营负责人康乐出席并演讲。\n\n　　康乐表示，五一期间快手本地生活门票销售TOP3为沈阳森林动物园、唐山河头老街和上海东方明珠。\n　　他还提到，国补的补贴成交增长最高的省份是内陆的两个省份，一个是湖北省，它整个的交易提升达到了60%，另外一个是湖南省，并不是北上广深或者一线和二线的城市。\n　　康乐指出，中国GDP过万亿的城市数量不足10%，意味着有10亿人生活在GDP不过万亿的城市，与一二线城市的人相比，他们有时间、有消费力、受广告干扰少。\n　　他介绍，快手4.3亿日活用户中，三线以下占比44.3%，月均1.4亿电商买家支撑起1.38万亿GMV。\n　　“现在很多国际品牌都开始去布局新一线城市，就是更加偏下沉的城市，那快手其实是一个非常好的选择。”康乐说。\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","news_type":1,"symbols_score_info":{"81024":0.6,"01024":1,"KSTmain":0.6}},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460087865708808,"gmtCreate":1753335376804,"gmtModify":1753335378752,"author":{"id":"3480977285056834","authorId":"3480977285056834","name":"Yayoi","avatar":"https://static.tigerbbs.com/bf0a03b8bbef26ffd6f2ab331785b801","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480977285056834","authorIdStr":"3480977285056834"},"themes":[],"htmlText":"我平仓了10手<a 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