蒙面锦织圭的个人主页 - 老虎社区

蒙面锦织圭

蒙面锦织圭

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蒙面锦织圭

2021-06-05

$AMC院线(AMC)$从负106到负19，大家觉得下周能变正吗？我们拭目以待吧[暗中观察]

蒙面锦织圭

2021-06-03

$AMC院线(AMC)$🈳️空在起飞🛫️之前，真的要死了[流泪] ，躺平在地下室吧[捂脸]

蒙面锦织圭

2022-02-24

$老虎证券(TIGR)$38跌倒3.8 再涨到38 如何？

蒙面锦织圭

2021-01-15

$老虎证券(TIGR)$老虎这轮启动行情的主要原因是什么？

蒙面锦织圭

2021-03-16

$游戏驿站(GME)$200尽管放心买进，不需要犹豫！

蒙面锦织圭

2019-05-02

$老虎证券(TIGR)$ 那个说会到55的哥们还在吗？

蒙面锦织圭

2019-10-17

$Netflix, Inc.(NFLX)$315准备卖了

蒙面锦织圭

2020-05-01

$阿里巴巴(BABA)$又破200了，阿里还有希望吗

蒙面锦织圭

2019-07-25

$Beyond Meat Inc.(BYND)$可惜昨天200卖了

蒙面锦织圭

2019-07-11

$英伟达(NVDA)$可以做空了……

去老虎APP查看更多动态

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02:34","market":"us","language":"zh","title":"美联储主席鲍威尔：与会者认为今年不会降息","url":"https://stock-news.laohu8.com/highlight/detail?id=1178851403","media":"老虎资讯综合","summary":"美联储主席鲍威尔：贷款计划有效地满足了银行的需求 也显示出充足的流动性鲍威尔表示，如果不解决个别的银行业问题，可能会威胁到银行系统，所有储户的储蓄都是安全的。我们的贷款计划有效地满足了银行的需求，也显","content":"<html><head></head><body><p><b>美联储主席鲍威尔：贷款计划有效地满足了银行的需求 也显示出充足的流动性</b></p><p>鲍威尔表示，如果不解决个别的银行业问题，可能会威胁到银行系统，所有储户的储蓄都是安全的。我们的贷款计划有效地满足了银行的需求，也显示出充足的流动性。</p><p><b>鲍威尔：仍致力于将通胀率压低至2%</b></p><p>美联储主席鲍威尔表示，劳动力市场仍然过于紧张；仍然致力于将通胀率压低至2%；本季度消费支出似乎有所增加，尽管其中一部分是受天气影响；薪资增长显示出一些放缓的迹象；通胀远高于2%的长期目标，距离达到该目标还有很长的一段路要走；将逐次货币政策会议地做决定。</p><p>鲍威尔：政策制定者普遍预计经济增长将继续迟滞，几乎所有FOMC委员都认为经济增长存在下行风险。</p><p><span style=\"color:rgba(229,30,15,1);\"><b>美联储主席鲍威尔：我们考虑过暂停加息，但加息的决定得到了很强的共识支持。</b></span></p><p>鲍威尔：政策会议间公布的就业和通胀数据强于预期，几周前我们认为我们必须在银行业压力之前提高终端利率，原则上可以将银行业压力视为等同于加息。</p><p><span style=\"color:rgba(226,32,17,1);\"><b>鲍威尔：在评估是否需要进一步加息时，将特别关注信贷紧缩的实际、预期影响。</b></span></p><p><b><span style=\"color:rgba(235,40,26,1);\">鲍威尔：与会者认为今年不会降息。今年降息不是我们的基本预期。</span></b></p><p>鲍威尔：如果需要将利率上调至高于预期，我们会那样做。</p><p>鲍威尔：经济衰退风险是非线性的；很难判断银行危机如何造成软着陆预期发生变化；美国仍然存在软着陆机会，正设法找到那样的机会。</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>美联储主席鲍威尔：与会者认为今年不会降息</title>\n<style 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也显示出充足的流动性</b></p><p>鲍威尔表示，如果不解决个别的银行业问题，可能会威胁到银行系统，所有储户的储蓄都是安全的。我们的贷款计划有效地满足了银行的需求，也显示出充足的流动性。</p><p><b>鲍威尔：仍致力于将通胀率压低至2%</b></p><p>美联储主席鲍威尔表示，劳动力市场仍然过于紧张；仍然致力于将通胀率压低至2%；本季度消费支出似乎有所增加，尽管其中一部分是受天气影响；薪资增长显示出一些放缓的迹象；通胀远高于2%的长期目标，距离达到该目标还有很长的一段路要走；将逐次货币政策会议地做决定。</p><p>鲍威尔：政策制定者普遍预计经济增长将继续迟滞，几乎所有FOMC委员都认为经济增长存在下行风险。</p><p><span style=\"color:rgba(229,30,15,1);\"><b>美联储主席鲍威尔：我们考虑过暂停加息，但加息的决定得到了很强的共识支持。</b></span></p><p>鲍威尔：政策会议间公布的就业和通胀数据强于预期，几周前我们认为我们必须在银行业压力之前提高终端利率，原则上可以将银行业压力视为等同于加息。</p><p><span style=\"color:rgba(226,32,17,1);\"><b>鲍威尔：在评估是否需要进一步加息时，将特别关注信贷紧缩的实际、预期影响。</b></span></p><p><b><span style=\"color:rgba(235,40,26,1);\">鲍威尔：与会者认为今年不会降息。今年降息不是我们的基本预期。</span></b></p><p>鲍威尔：如果需要将利率上调至高于预期，我们会那样做。</p><p>鲍威尔：经济衰退风险是非线性的；很难判断银行危机如何造成软着陆预期发生变化；美国仍然存在软着陆机会，正设法找到那样的机会。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178851403","content_text":"美联储主席鲍威尔：贷款计划有效地满足了银行的需求 也显示出充足的流动性鲍威尔表示，如果不解决个别的银行业问题，可能会威胁到银行系统，所有储户的储蓄都是安全的。我们的贷款计划有效地满足了银行的需求，也显示出充足的流动性。鲍威尔：仍致力于将通胀率压低至2%美联储主席鲍威尔表示，劳动力市场仍然过于紧张；仍然致力于将通胀率压低至2%；本季度消费支出似乎有所增加，尽管其中一部分是受天气影响；薪资增长显示出一些放缓的迹象；通胀远高于2%的长期目标，距离达到该目标还有很长的一段路要走；将逐次货币政策会议地做决定。鲍威尔：政策制定者普遍预计经济增长将继续迟滞，几乎所有FOMC委员都认为经济增长存在下行风险。美联储主席鲍威尔：我们考虑过暂停加息，但加息的决定得到了很强的共识支持。鲍威尔：政策会议间公布的就业和通胀数据强于预期，几周前我们认为我们必须在银行业压力之前提高终端利率，原则上可以将银行业压力视为等同于加息。鲍威尔：在评估是否需要进一步加息时，将特别关注信贷紧缩的实际、预期影响。鲍威尔：与会者认为今年不会降息。今年降息不是我们的基本预期。鲍威尔：如果需要将利率上调至高于预期，我们会那样做。鲍威尔：经济衰退风险是非线性的；很难判断银行危机如何造成软着陆预期发生变化；美国仍然存在软着陆机会，正设法找到那样的机会。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":5172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":650721001,"gmtCreate":1679526236504,"gmtModify":1679526238032,"author":{"id":"3489394331391737","authorId":"3489394331391737","name":"蒙面锦织圭","avatar":"https://static.tigerbbs.com/27f53d43aea5838071a3c361584dd637","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3489394331391737","authorIdStr":"3489394331391737"},"themes":[],"htmlText":"重要的内容发3遍吗？","listText":"重要的内容发3遍吗？","text":"重要的内容发3遍吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650721001","repostId":"1178851403","repostType":2,"repost":{"id":"1178851403","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1679510043,"share":"https://www.laohu8.com/m/news/1178851403?lang=zh_CN&edition=full","pubTime":"2023-03-23 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style=\"color:rgba(235,40,26,1);\">鲍威尔：与会者认为今年不会降息。今年降息不是我们的基本预期。</span></b></p><p>鲍威尔：如果需要将利率上调至高于预期，我们会那样做。</p><p>鲍威尔：经济衰退风险是非线性的；很难判断银行危机如何造成软着陆预期发生变化；美国仍然存在软着陆机会，正设法找到那样的机会。</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>美联储主席鲍威尔：与会者认为今年不会降息</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美联储主席鲍威尔：与会者认为今年不会降息\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-03-23 02:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>美联储主席鲍威尔：贷款计划有效地满足了银行的需求 也显示出充足的流动性</b></p><p>鲍威尔表示，如果不解决个别的银行业问题，可能会威胁到银行系统，所有储户的储蓄都是安全的。我们的贷款计划有效地满足了银行的需求，也显示出充足的流动性。</p><p><b>鲍威尔：仍致力于将通胀率压低至2%</b></p><p>美联储主席鲍威尔表示，劳动力市场仍然过于紧张；仍然致力于将通胀率压低至2%；本季度消费支出似乎有所增加，尽管其中一部分是受天气影响；薪资增长显示出一些放缓的迹象；通胀远高于2%的长期目标，距离达到该目标还有很长的一段路要走；将逐次货币政策会议地做决定。</p><p>鲍威尔：政策制定者普遍预计经济增长将继续迟滞，几乎所有FOMC委员都认为经济增长存在下行风险。</p><p><span style=\"color:rgba(229,30,15,1);\"><b>美联储主席鲍威尔：我们考虑过暂停加息，但加息的决定得到了很强的共识支持。</b></span></p><p>鲍威尔：政策会议间公布的就业和通胀数据强于预期，几周前我们认为我们必须在银行业压力之前提高终端利率，原则上可以将银行业压力视为等同于加息。</p><p><span style=\"color:rgba(226,32,17,1);\"><b>鲍威尔：在评估是否需要进一步加息时，将特别关注信贷紧缩的实际、预期影响。</b></span></p><p><b><span style=\"color:rgba(235,40,26,1);\">鲍威尔：与会者认为今年不会降息。今年降息不是我们的基本预期。</span></b></p><p>鲍威尔：如果需要将利率上调至高于预期，我们会那样做。</p><p>鲍威尔：经济衰退风险是非线性的；很难判断银行危机如何造成软着陆预期发生变化；美国仍然存在软着陆机会，正设法找到那样的机会。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178851403","content_text":"美联储主席鲍威尔：贷款计划有效地满足了银行的需求 也显示出充足的流动性鲍威尔表示，如果不解决个别的银行业问题，可能会威胁到银行系统，所有储户的储蓄都是安全的。我们的贷款计划有效地满足了银行的需求，也显示出充足的流动性。鲍威尔：仍致力于将通胀率压低至2%美联储主席鲍威尔表示，劳动力市场仍然过于紧张；仍然致力于将通胀率压低至2%；本季度消费支出似乎有所增加，尽管其中一部分是受天气影响；薪资增长显示出一些放缓的迹象；通胀远高于2%的长期目标，距离达到该目标还有很长的一段路要走；将逐次货币政策会议地做决定。鲍威尔：政策制定者普遍预计经济增长将继续迟滞，几乎所有FOMC委员都认为经济增长存在下行风险。美联储主席鲍威尔：我们考虑过暂停加息，但加息的决定得到了很强的共识支持。鲍威尔：政策会议间公布的就业和通胀数据强于预期，几周前我们认为我们必须在银行业压力之前提高终端利率，原则上可以将银行业压力视为等同于加息。鲍威尔：在评估是否需要进一步加息时，将特别关注信贷紧缩的实际、预期影响。鲍威尔：与会者认为今年不会降息。今年降息不是我们的基本预期。鲍威尔：如果需要将利率上调至高于预期，我们会那样做。鲍威尔：经济衰退风险是非线性的；很难判断银行危机如何造成软着陆预期发生变化；美国仍然存在软着陆机会，正设法找到那样的机会。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617542375,"gmtCreate":1654525322099,"gmtModify":1704859629803,"author":{"id":"3489394331391737","authorId":"3489394331391737","name":"蒙面锦织圭","avatar":"https://static.tigerbbs.com/27f53d43aea5838071a3c361584dd637","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3489394331391737","authorIdStr":"3489394331391737"},"themes":[],"htmlText":"<a 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08:02","market":"hk","language":"zh","title":"阿里巴巴的底已经被触及到了","url":"https://stock-news.laohu8.com/highlight/detail?id=2220740793","media":"菩老投资","summary":"3月15日是阿里巴巴上市以来最惨的一刻，当日阿里巴巴股价跌到了73.28美元，这是阿里巴巴上市以来的最低价了，阿里巴巴2014年上市发行价68美元/股，当日开盘价格92.7美元，而昨天阿里巴巴的股价已经触及到了阿里巴巴的发行价，等于触及了阿里巴巴的灵魂。","content":"<html><body><div>\n<p>　　3月15日是<span><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></span><span></span>上市以来最惨的一刻，当日<span target=\"_blank\" web=\"1\">阿里巴巴</span>股价跌到了73.28美元，这是<span target=\"_blank\" web=\"1\">阿里巴巴</span>上市以来的最低价了，阿里巴巴2014年上市发行价68美元/股，当日开盘价格92.7美元，而昨天阿里巴巴的股价已经触及到了阿里巴巴的发行价，等于触及了阿里巴巴的灵魂。阿里巴巴上市后唯一一次跌破发行价是在2015年的熊市的时候，当年阿里巴巴股价最低跌到了57.2美元，当时如果认识到的话，那么阿里巴巴后来的暴牛就真的投资上非常舒服了。</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D24852043572738323673_w640h288.jpg\" width=\"580\"/></center><p>　　阿里巴巴从2014年上市到现在，经营<span>业绩</span>增长了14倍，经营<span>净利润</span>增长了3倍，但是股价却要跌回出发点了，对于一家巨无霸的互联网公司来说，一个护城河很宽的互联网电商来说，这个股价走势确实非常的伤，但是侧面也反映了，阿里巴巴的低估。</p>\n<p>　　阿里巴巴的净利润提升非常快</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D25412542226531863436_w640h205.jpg\" width=\"580\"/></center><p>　　阿里巴巴净利润从2017年3月的436.75亿直接飙升到了2020年的1494.33亿，仅仅只用了3年的时间，所以你可以发现互联网不是不想赚钱，一旦想赚钱，赚钱的速度可以快到难以想象，这就是为何互联网公司一直受到投资青睐的根源，根源就是赚钱太容易，而且可以做到非常快速，毕竟是平台型经济，全国14亿人，只要没人多出100块，就是1400亿的净利润，而100块对于大多数人来说都是小钱，这就是阿里巴巴未来的投资潜力。</p>\n<p>　　阿里巴巴12.8亿用户数，保证了未来的业绩</p>\n<p>　　阿里巴巴生态体系的全球年度活跃消费者截至 2021 年 12 月 31 日止 12 个月期间达到约12.80 亿，较截至 2021 年 9 月 30 日止 12 个月增加约 4,300 万。其中 9.79 亿消费者来自中国市场，以及 3.01 亿消费者来自海外，单季净增加分别超过 2,600 万及 1,600 万。</p>\n<p>　　12.8亿的阿里巴巴用户总体是一个非常可观的数字，因为12.8亿用户，只要每个用户给阿里巴巴贡献100元，那么阿里巴巴的利润就可以提升1280亿，这对于阿里巴巴来说真的是一个巨大的无形资产。</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D25066376689613038487_w640h334.jpg\" width=\"580\"/></center><p>　　可以发现阿里巴巴活跃用户数据达到了8亿，跟<span><a href=\"https://laohu8.com/S/PDD\">拼多多</a></span><span></span>是有的拼的，巨量的活跃用户数，可以给电商带来巨量的潜在利润来源。</p>\n<p>　　阿里巴巴虽然短期遭遇了困难，但是也跌出了价值</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D25062228554201734115_w640h299.jpg\" width=\"580\"/></center><p>　　阿里巴巴市净率已经从高峰的5.05降到了现在的1.39，目前市值已经跟净资产相差无几了，未来如果持续继续走跌的话，阿里巴巴很可能变成类似<span>银行</span><span></span>股一样的破净，这是一个完全无法想象的情况，对于一家超级大型的互联网公司，居然要破净，反正我是不相信，我现在只认阿里巴巴的投资价值了。</p>\n<p>　　阿里巴巴的ROE提升了</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D25156711364345711852_w640h300.jpg\" width=\"580\"/></center><p>　　很多人一直关注阿里巴巴的PE下滑了，但是阿里巴巴2021年的PE实际是不准的，因为阿里巴巴被罚了180亿，这180亿的影响必然会带来市盈率的下滑，同时为了避锋芒，阿里巴巴也进行了大规模的计提，这种藏利润的情况下，阿里巴巴的市盈率已经不准了，所以需要去看其他的盈利指标，比如ROE。</p>\n<p>　　根据测算2021年阿里的ROE将达到17.6%，ROE相对于2020年已经提升了，说明2021年阿里巴巴的经营情况实际是转好的。</p>\n<p>　　阿里巴巴的底已经触及，低估也是明显</p>\n<p>　　很多人怀疑芒格的能力，认为芒格已经老了，实际只是投资者自己的能力不行了，阿里巴巴目前的价值是显而易见的。</p><p>（文章来源：菩老投资）</p>\n</div></body></html>","source":"eastmoney_highlight","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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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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阿里巴巴的底已经被触及到了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 08:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://hk.eastmoney.com/a/202203182314579317_0.html><strong>菩老投资</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月15日是阿里巴巴上市以来最惨的一刻，当日阿里巴巴股价跌到了73.28美元，这是阿里巴巴上市以来的最低价了，阿里巴巴2014年上市发行价68美元/股，当日开盘价格92.7美元，而昨天阿里巴巴的股价已经触及到了阿里巴巴的发行价，等于触及了阿里巴巴的灵魂。阿里巴巴上市后唯一一次跌破发行价是在2015年的熊市的时候，当年阿里巴巴股价最低跌到了57.2美元，当时如果认识到的话，那么阿里巴巴后来的暴牛就...</p>\n\n<a href=\"http://hk.eastmoney.com/a/202203182314579317_0.html\">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///dfscdn.dfcfw.com/download/D24991352156456913296_w210h154.jpg?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","relate_stocks":{"BK4538":"云计算","BK4579":"人工智能","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","09988":"阿里巴巴-W","BK4527":"明星科技股","BK4531":"中概回港概念","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4575":"芯片概念","BK4502":"阿里概念","BK4558":"双十一","BK4505":"高瓴资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4535":"淡马锡持仓","BABA":"阿里巴巴","BK4504":"桥水持仓"},"source_url":"http://hk.eastmoney.com/a/202203182314579317_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220740793","content_text":"3月15日是阿里巴巴上市以来最惨的一刻，当日阿里巴巴股价跌到了73.28美元，这是阿里巴巴上市以来的最低价了，阿里巴巴2014年上市发行价68美元/股，当日开盘价格92.7美元，而昨天阿里巴巴的股价已经触及到了阿里巴巴的发行价，等于触及了阿里巴巴的灵魂。阿里巴巴上市后唯一一次跌破发行价是在2015年的熊市的时候，当年阿里巴巴股价最低跌到了57.2美元，当时如果认识到的话，那么阿里巴巴后来的暴牛就真的投资上非常舒服了。\n　　阿里巴巴从2014年上市到现在，经营业绩增长了14倍，经营净利润增长了3倍，但是股价却要跌回出发点了，对于一家巨无霸的互联网公司来说，一个护城河很宽的互联网电商来说，这个股价走势确实非常的伤，但是侧面也反映了，阿里巴巴的低估。\n　　阿里巴巴的净利润提升非常快\n　　阿里巴巴净利润从2017年3月的436.75亿直接飙升到了2020年的1494.33亿，仅仅只用了3年的时间，所以你可以发现互联网不是不想赚钱，一旦想赚钱，赚钱的速度可以快到难以想象，这就是为何互联网公司一直受到投资青睐的根源，根源就是赚钱太容易，而且可以做到非常快速，毕竟是平台型经济，全国14亿人，只要没人多出100块，就是1400亿的净利润，而100块对于大多数人来说都是小钱，这就是阿里巴巴未来的投资潜力。\n　　阿里巴巴12.8亿用户数，保证了未来的业绩\n　　阿里巴巴生态体系的全球年度活跃消费者截至 2021 年 12 月 31 日止 12 个月期间达到约12.80 亿，较截至 2021 年 9 月 30 日止 12 个月增加约 4,300 万。其中 9.79 亿消费者来自中国市场，以及 3.01 亿消费者来自海外，单季净增加分别超过 2,600 万及 1,600 万。\n　　12.8亿的阿里巴巴用户总体是一个非常可观的数字，因为12.8亿用户，只要每个用户给阿里巴巴贡献100元，那么阿里巴巴的利润就可以提升1280亿，这对于阿里巴巴来说真的是一个巨大的无形资产。\n　　可以发现阿里巴巴活跃用户数据达到了8亿，跟拼多多是有的拼的，巨量的活跃用户数，可以给电商带来巨量的潜在利润来源。\n　　阿里巴巴虽然短期遭遇了困难，但是也跌出了价值\n　　阿里巴巴市净率已经从高峰的5.05降到了现在的1.39，目前市值已经跟净资产相差无几了，未来如果持续继续走跌的话，阿里巴巴很可能变成类似银行股一样的破净，这是一个完全无法想象的情况，对于一家超级大型的互联网公司，居然要破净，反正我是不相信，我现在只认阿里巴巴的投资价值了。\n　　阿里巴巴的ROE提升了\n　　很多人一直关注阿里巴巴的PE下滑了，但是阿里巴巴2021年的PE实际是不准的，因为阿里巴巴被罚了180亿，这180亿的影响必然会带来市盈率的下滑，同时为了避锋芒，阿里巴巴也进行了大规模的计提，这种藏利润的情况下，阿里巴巴的市盈率已经不准了，所以需要去看其他的盈利指标，比如ROE。\n　　根据测算2021年阿里的ROE将达到17.6%，ROE相对于2020年已经提升了，说明2021年阿里巴巴的经营情况实际是转好的。\n　　阿里巴巴的底已经触及，低估也是明显\n　　很多人怀疑芒格的能力，认为芒格已经老了，实际只是投资者自己的能力不行了，阿里巴巴目前的价值是显而易见的。（文章来源：菩老投资）","news_type":1,"symbols_score_info":{"BABA":1,"09988":0.6,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":5333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636185393,"gmtCreate":1645706265059,"gmtModify":1645706265059,"author":{"id":"3489394331391737","authorId":"3489394331391737","name":"蒙面锦织圭","avatar":"https://static.tigerbbs.com/27f53d43aea5838071a3c361584dd637","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3489394331391737","authorIdStr":"3489394331391737"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>38跌倒3.8 再涨到38 如何？","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>38跌倒3.8 再涨到38 如何？","text":"$老虎证券(TIGR)$38跌倒3.8 再涨到38 如何？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/636185393","isVote":1,"tweetType":1,"viewCount":6796,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495101253533211","authorId":"3495101253533211","name":"世上只有穷病","avatar":"https://static.tigerbbs.com/1e2cca7752c81b0cbee262be1d172a95","crmLevel":3,"crmLevelSwitch":1,"idStr":"3495101253533211","authorIdStr":"3495101253533211"},"content":"给你说个笑话，当初3.8涨到38我没有卖，现在又回来了 [捂脸] [喷血]","text":"给你说个笑话，当初3.8涨到38我没有卖，现在又回来了 [捂脸] [喷血]","html":"给你说个笑话，当初3.8涨到38我没有卖，现在又回来了 [捂脸] [喷血]"},{"author":{"id":"3544406441734706","authorId":"3544406441734706","name":"啃泥欧巴","avatar":"https://static.tigerbbs.com/5465add05c70538d7ee778f3091a40c0","crmLevel":2,"crmLevelSwitch":0,"idStr":"3544406441734706","authorIdStr":"3544406441734706"},"content":"有港股牌照了，看到138","text":"有港股牌照了，看到138","html":"有港股牌照了，看到138"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605530769,"gmtCreate":1639188096560,"gmtModify":1639188096560,"author":{"id":"3489394331391737","authorId":"3489394331391737","name":"蒙面锦织圭","avatar":"https://static.tigerbbs.com/27f53d43aea5838071a3c361584dd637","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3489394331391737","authorIdStr":"3489394331391737"},"themes":[],"htmlText":"学习了","listText":"学习了","text":"学习了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605530769","repostId":"606528443","repostType":1,"repost":{"id":606528443,"gmtCreate":1638897490279,"gmtModify":1639146502956,"author":{"id":"3527841556972543","authorId":"3527841556972543","name":"开飞机的贝塔","avatar":"https://static.tigerbbs.com/fd3fba7125cff18aaacd793aedcdd982","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527841556972543","authorIdStr":"3527841556972543"},"themes":[],"title":"菜鸟的2021年美股总结——虽然我也不知道盈亏率如何碾压95%的美股er","htmlText":"又到了12月，这一年即将过去。偷偷查了一下资产报告，套利69%，比较满意了。预期是40%~50%，超预期其实是很开心的一件事。 2020年，亏损了很多，很多。具体多少我不想写，总之就是很多。现在回想一下感觉自己真的很蠢： 两次熔断后，开始年少轻狂，认为到底了，然后大仓位做空TVIX，最后爆仓，死的惨惨的。 然后继续轻狂，自认为掌握了TSLA的日内波动规律，做日内call期权，也是亏的很惨，所幸还是买call，如果是买put，死的更惨。 痛定思痛，最近一年才用稳扎稳打的操作，加上偶尔耍一些小聪明，做一点日内换手。总算不负预期。自认为值得沉淀下来的技巧： 对着$(UPRO)$和$(TQQQ)$做卖出现金担保看跌期权(Cash-Secured Put)，大概占总收益的70%以上。当然也是因为行情好，所以，差不多以1.5倍qqq上涨速率赚权利金。尤其是7-8月份，赚得最happy。 持仓正股TQQQ，看准机会，卖平价put末日期权，不仅买到股票，并且额外能拿好3-4块钱一股的权利金，然后坐等市场上涨。 做多$(baba)$，如果没有新政（反垄断法禁止二选一），2个月能套利115%，因为新政出台，最终也套利72%。期间受到大晏老师一句话刺激，大意是“你看阿里的PE是多少，你再看看$(AMZN)$的PE，我不知道你有什么理由不敢投阿里”，第一次似乎触碰到价值投资的核心逻辑，之前一直认为自己属于技术流（交易参考图1）。 蝶式期权赌波动率。$(NFLX)$财报后波动率很高，几乎是定数，所以做蝶式期权，涨跌都能赚，简直是送钱，当然我只是测试一张，未来可以对财报后波动率确定（很大或很小）的股票如此这般。有点遗憾是我的券商无法提交蝶式期权订单，只能提交两次期权组合来达成（交易参考图2）。 图1 图 2 2021年收获最大的其实不是钱，而是一些道理，总结下来有如下几条： 永远交易的是确定性，也要坚","listText":"又到了12月，这一年即将过去。偷偷查了一下资产报告，套利69%，比较满意了。预期是40%~50%，超预期其实是很开心的一件事。 2020年，亏损了很多，很多。具体多少我不想写，总之就是很多。现在回想一下感觉自己真的很蠢： 两次熔断后，开始年少轻狂，认为到底了，然后大仓位做空TVIX，最后爆仓，死的惨惨的。 然后继续轻狂，自认为掌握了TSLA的日内波动规律，做日内call期权，也是亏的很惨，所幸还是买call，如果是买put，死的更惨。 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持仓正股TQQQ，看准机会，卖平价put末日期权，不仅买到股票，并且额外能拿好3-4块钱一股的权利金，然后坐等市场上涨。 做多$(baba)$，如果没有新政（反垄断法禁止二选一），2个月能套利115%，因为新政出台，最终也套利72%。期间受到大晏老师一句话刺激，大意是“你看阿里的PE是多少，你再看看$(AMZN)$的PE，我不知道你有什么理由不敢投阿里”，第一次似乎触碰到价值投资的核心逻辑，之前一直认为自己属于技术流（交易参考图1）。 蝶式期权赌波动率。$(NFLX)$财报后波动率很高，几乎是定数，所以做蝶式期权，涨跌都能赚，简直是送钱，当然我只是测试一张，未来可以对财报后波动率确定（很大或很小）的股票如此这般。有点遗憾是我的券商无法提交蝶式期权订单，只能提交两次期权组合来达成（交易参考图2）。 图1 图 2 2021年收获最大的其实不是钱，而是一些道理，总结下来有如下几条： 永远交易的是确定性，也要坚","images":[{"img":"https://static.tigerbbs.com/d81ff9e55df8398ac2a3e2f1ce58aa0e","width":"779","height":"868"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606528443","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605856352,"gmtCreate":1639147533894,"gmtModify":1639147533894,"author":{"id":"3489394331391737","authorId":"3489394331391737","name":"蒙面锦织圭","avatar":"https://static.tigerbbs.com/27f53d43aea5838071a3c361584dd637","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3489394331391737","authorIdStr":"3489394331391737"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a>为啥涨这么多啊","listText":"<a 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href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>感觉要躺平一年了","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>感觉要躺平一年了","text":"$Beyond Meat, Inc.(BYND)$感觉要躺平一年了","images":[{"img":"https://static.tigerbbs.com/920db7fe6b497b2236edcfafd6c03f05","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/870109861","isVote":1,"tweetType":1,"viewCount":5546,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501750755383732","authorId":"3501750755383732","name":"KOBE8","avatar":"https://static.tigerbbs.com/4434505d24c9583563152bf8f766b086","crmLevel":1,"crmLevelSwitch":0,"idStr":"3501750755383732","authorIdStr":"3501750755383732"},"content":"covered call啊","text":"covered call啊","html":"covered call啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847052246,"gmtCreate":1636469520071,"gmtModify":1636469520071,"author":{"id":"3489394331391737","authorId":"3489394331391737","name":"蒙面锦织圭","avatar":"https://static.tigerbbs.com/27f53d43aea5838071a3c361584dd637","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3489394331391737","authorIdStr":"3489394331391737"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847052246","repostId":"844777695","repostType":1,"repost":{"id":844777695,"gmtCreate":1636465315312,"gmtModify":1744376521991,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"【悬赏】交易Covered Call真的可以让你多赚亿点点吗？","htmlText":"\n \n \n  分享你对covered call策略的看法，就有机会获得66虎币，更有老虎限量周边等你拿！股市里上永远不缺一年赚十倍的故事。遗憾的是，绝大部分听众都不会是故事的主角。今天小虎老师想跟大家聊聊covered call，什么是covered call？covered call的优势和风险有哪些？以及如何在老虎交易covered call？什么是covered call？今天给大家介绍的covered call，它是一种类似游泳健身的策略。它不能让你一夜暴富，但是用得好的话，能让你的长期持仓每年额外增加10%-20%的收益率（不保证）。这个长期收益率是什么水平，懂的都懂。简单概括：所谓covered call 就是在持有正股的前提下卖出看涨期权，期权的行权价可以设定为自己愿意卖出股票的价格。如此一来，如果股价没有到心理价位，则股票不会被卖出，额外赚到期权费，也就是权利金；如果股价涨到心理价位里，则卖出，同样额外赚到期权费。covered call的优势和特点covered call优势和特点之前有一篇文章已经讲过，<a href=\"https://laohu8.com/TW/117146180\" target=\"_blank\">《想止盈的股票不要直接卖，这个操作能多赚亿点，邻居股民馋哭了》</a>但是有不少虎友们反馈看不懂，这个视频或许能让你5分钟看懂。如何交易covered call？如果你的组合构成covered call，卖出call之后持仓会有如下的组合标志。同样的，如果你的covered call要先卖出正股，则call的空单将要求你有足够保证金。一些注意事项 一手期权对应100美股正股，99股则不能构成组合 某些公司行动发生后，会导致期权的正股标的代码或合约乘数发生变化，这时，不支持组合 老虎目前已向大部分符合要求的用户自动开放covered call权限，新加坡用户\n \n","listText":"分享你对covered call策略的看法，就有机会获得66虎币，更有老虎限量周边等你拿！股市里上永远不缺一年赚十倍的故事。遗憾的是，绝大部分听众都不会是故事的主角。今天小虎老师想跟大家聊聊covered call，什么是covered call？covered 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就是在持有正股的前提下卖出看涨期权，期权的行权价可以设定为自己愿意卖出股票的价格。如此一来，如果股价没有到心理价位，则股票不会被卖出，额外赚到期权费，也就是权利金；如果股价涨到心理价位里，则卖出，同样额外赚到期权费。covered call的优势和特点covered call优势和特点之前有一篇文章已经讲过，《想止盈的股票不要直接卖，这个操作能多赚亿点，邻居股民馋哭了》但是有不少虎友们反馈看不懂，这个视频或许能让你5分钟看懂。如何交易covered call？如果你的组合构成covered call，卖出call之后持仓会有如下的组合标志。同样的，如果你的covered call要先卖出正股，则call的空单将要求你有足够保证金。一些注意事项 一手期权对应100美股正股，99股则不能构成组合 某些公司行动发生后，会导致期权的正股标的代码或合约乘数发生变化，这时，不支持组合 老虎目前已向大部分符合要求的用户自动开放covered 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