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Ez想打喷嚏
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IP属地:北京
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Ez想打喷嚏
2024-10-09
$上证指数(000001.SH)$
Ez想打喷嚏
2021-05-03
这篇文章不错,转发给大家看看
顶流私募最新持仓曝光!冯柳、张磊、邓晓峰等全来了
Ez想打喷嚏
2020-12-04
这篇文章不错,转发给大家看看
@小虎ETF:ARK女股神的作业可以抄吗?
Ez想打喷嚏
2020-12-02
这篇文章不错,转发给大家看看
@锦衣夜行陈先生:昨日大麻板块整体大幅下挫的可能原因
Ez想打喷嚏
2020-11-14
这篇文章不错,转发给大家看看
@杨星榆:一个四年的布局
Ez想打喷嚏
2020-11-10
$景顺抵押资本(IVR)$
这次财报至暗时刻已过去了,后面稳步发力,回到十几块冲啊 冤孽
Ez想打喷嚏
2020-10-21
$景顺抵押资本(IVR)$
之前4.12的成本半仓持有,赚了3000刀,没有卖。后来一直跌,跌倒3.4的时候卖了持仓一半。就觉得抵押总有起来的一天,直到现在。你真是冤孽
Ez想打喷嚏
2020-10-20
$景顺抵押资本(IVR)$
冤孽啊
Ez想打喷嚏
2020-10-12
$景顺抵押资本(IVR)$
一个冤孽哥 一个忽悠哥,我们都是景顺哥
Ez想打喷嚏
2020-10-08
//
@口口口罩哥
:先马克再看
抱歉,原内容已删除
Ez想打喷嚏
2020-10-06
$景顺抵押资本(IVR)$
冤孽起飞!
Ez想打喷嚏
2020-10-06
$挪威邮轮(NCLH)$
今晚起飞,我说的
Ez想打喷嚏
2020-09-23
$景顺抵押资本(IVR)$
冤孽啊
Ez想打喷嚏
2020-09-17
$景顺抵押资本(IVR)$
冤孽奥
Ez想打喷嚏
2020-09-17
$挪威邮轮(NCLH)$
起飞
Ez想打喷嚏
2020-09-16
$景顺抵押资本(IVR)$
刷起来 冤孽凹
Ez想打喷嚏
2020-09-16
$景顺抵押资本(IVR)$
冤孽奥
Ez想打喷嚏
2020-08-28
$Dave & Buster(PLAY)$
不是吧 我
Ez想打喷嚏
2020-08-28
这篇文章不错,转发给大家看看
@江湖恩仇录:粗略分析一下蔚来增发
Ez想打喷嚏
2020-08-18
你
$ReWalk Robotics(RWLK)$
我吐了
去老虎APP查看更多动态
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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: 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顶流私募最新持仓曝光!冯柳、张磊、邓晓峰等全来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-05-03 10:19 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一季报已经全部披露完毕,私募大佬的最新持仓也浮出水面。在此,基金君给大家整理部分头部私募大佬的最新持仓:包括冯柳的330亿,邓晓峰100亿、葛卫东近120亿、高瓴系165亿的持仓明细;也包括“良心基金经理”杨东和景林资产的最新持仓。\n合计整理了这些顶流私募近800亿的A股持仓明细,都是干货,大家可收藏研究。\n冯柳:330亿A股持仓浮出水面\n近200亿或转战港股\n首先我们来看看高毅资产合伙人、资深...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138745518","content_text":"一季报已经全部披露完毕,私募大佬的最新持仓也浮出水面。在此,基金君给大家整理部分头部私募大佬的最新持仓:包括冯柳的330亿,邓晓峰100亿、葛卫东近120亿、高瓴系165亿的持仓明细;也包括“良心基金经理”杨东和景林资产的最新持仓。\n合计整理了这些顶流私募近800亿的A股持仓明细,都是干货,大家可收藏研究。\n冯柳:330亿A股持仓浮出水面\n近200亿或转战港股\n首先我们来看看高毅资产合伙人、资深基金经理的持仓。\n截至2021年一季末,冯柳执掌的高毅邻山1号远望基金共出现在24只股票的十大股东之中,期末参考市值合计为308.1亿元;此外,还出现在万达电影的前十大股东中,期末参考市值为19.53亿元。合计持有规模近330亿元。\n其中,海康威视仍是冯柳的第一重仓股,虽然减持3500万股,但由于股价的上涨,冯柳持有海康威视的市值高达120亿元。紫光国徽为第二重仓股,持有市值超30亿元;大华股份和人福医药紧随其后。\n其中,增持/新进了人夫股份、睿创微纳、海信家电、麦格米特、广誉远、铂力特、博迁新材、康缘药业、南微医学、华熙生物和北鼎股份。\n具体持仓如下:\n\n值得注意的是,在2020年年报中,高毅邻山1号远望基金共出现在49只股票的十大流通股东之中,期末参考市值合计为462.07亿元。此外,还出现在均胜电子、中原证券和万达电影的前十大股东中,期末参考市值合计为37.69亿元。合计持有近500亿市值。\n这意味着,冯柳一季度大幅度净卖出A股,卖出的合计资金近200亿元。具体来看,曾出现在2020年报中但未进入2021一季报前十大流通股东名单上的公司多达32家,包括完美世界、科伦药业、巨人网络、三环集团、金螳螂的持有市值超10亿的个股。\n而记者从渠道方得知,冯柳的规模稳定,产品一直在封闭期,这意味着冯柳的产品规模依旧在500亿以上。同时,按照冯柳一直的满仓操作策略,这卖出的资金是不会闲着的,那这近200亿元的资金去哪儿了?\n在高毅资产最新的围炉座谈中,冯柳或许给出了答案:投港股了。冯柳在近期的围炉座谈中表示,“今年我更倾向于港股。今年比较大地增加了港股市场的配置。港股市场没有风格的扣分项,相对从容一些。”\n冯柳投资框架:有一类公司随时可以买\n冯柳表示,“去年有点像艺术品、奢侈品的市场特征,按理不是常态,长期来看资本市场还是应该有投资规律的约束。”\n目前,他主要把研究划成各种框架,找一些省力且给自己留有保护的方法。强调去承担而非对抗。去设想在什么情况下对方会卖一个不差的东西给你,再从基本面的角度出发去想应该对应什么样的买入方式才更容易得到保护。\n前者把它划分为没信心、没耐心、没决心三种,后者我会把它分成无可挑剔、顶级优秀、极富锐度和蕴含爆点四类。无可挑剔的因为不容易有意外,所以不需要挑买点,上面三种状态都可以介入;顶级优秀则需要回调呈现没耐心的状态才能买入,以防止有负面思考后被迫卖出;极富锐度则必须长时间地下跌到没信心的状态去充分释放风险再去等待弹性与可能的变化;蕴含爆点要求的是紧密的跟踪与证实,这类参与比较少。\n记者简单画了一个表格,长这样:\n\n这意味着,无可挑剔的公司随时都可以买。那冯柳目前持仓中是否有无可挑剔的公司?目前尚未知道。\n他直言,用框架的好处是能够快速大批量成体系地参与市场,但关键是不能划错类,之前有蛮多把关不严造成个股定性上有偏差,买入了一些低质量的公司,主要是分工与投入不足和过于分散有关,今后会在这几个方面进行改善。\n邓晓峰:100亿A股持仓曝光\n超60亿持有资金矿业\n高毅资产的另外一位资深基金经理邓晓峰,则在一季报中,出现在19只股票的前十大流通股东名单中,旗下两个产品合计持有市值超100亿元。\n其中,高毅晓峰2号致信基金共出现在19只股票的十大股东之中,期末参考市值合计为80.7亿元;晓峰1号睿远证券投资基金共出现在6只股票的十大股东之中,期末参考市值合计为20.75亿元。\n具体来看,资金矿业仍是第一重仓股,邓晓峰两只产品均增持/新进持有,合计持有股数超6.3亿股,持有市值超60亿元。\n锡业股份为第二重仓股,两只产品合计新进买入持有近6亿元。纳思达为第三重仓股,持有市值超5亿元。\n\n邓晓峰在最近的围炉谈话中表示,目前看未来可能从小公司成长成中型公司或者更大公司的机会。主要关注大家不关注的行业,或者是在细分领域的龙头。很多小公司有机会通过几年时间成长为中型企业,一大批市值三百亿以下、一百亿左右的公司,未来几年随着业务的发展,可能涨到三、五百亿或者更高市值。\n而从他的第一重仓股资金矿业来看,他2019年三季度首次进入前十大流通股东名单,随后不断加仓,紫金矿业的股价从3元不到最高涨至15元,翻了5倍。而在一季度有所回调时,他继续加仓。\n不过,紫金矿业的市值并不小,最新市值达到2810亿元。\n\n而第二、三大重仓股则均只有200多亿市值。\n葛卫东:40亿坚守兆易创新\n清仓爱美客\n期货大佬葛卫东则在一季末现身8只股票的十大流通股东名单,期末参考市值合计为118.58亿元。\n其中,第一重仓股为用友网络。虽然一季度葛卫东减持105万股,但仍持有1.16亿股,持有市值达41亿元。\n而一度腰斩的兆易创新,仍是葛卫东的重仓股。截至今年一季度末,葛卫东依然持有2108万股。而一季度兆易创新股价一度跌至150元下方,相比去年305元的高点已经腰斩,但葛卫东只是微减1.54万股,重仓扛过暴跌。如今股价已经反弹至193.23元每股,葛卫东持有市值达40.7亿元。\n\n不过,葛卫东却闪退爱美客。2020年四季度,葛卫东成为爱美客的第二大流通股东,持股43.45万股。但2021年一季报却显示,葛卫东退出了爱美客前十大流通股东,或已清仓。\n高瓴:165亿持仓曝光\n18亿新进伊利股份、14亿恩捷股份\n高瓴资本旗下二级市场平台、百亿私募礼仁投资也有最新动作。天津礼仁投资旗下的卓越长青私募证券投资基金在一季报共出现在5只股票的十大股东之中,期末参考市值合计为45.05亿元。\n高瓴资本管理有限公司-HCM基金二期(QFII)则出现在药明康德的十大股东之中,期末参考市值合计为35.55亿元。\n高瓴资本管理有限公司-HCM中国基金共出现在4只股票的十大股东之中,期末参考市值合计为85.64亿元。\n其中,礼仁的第一大重仓股为伊利股份,礼仁近18亿新进买入;同时14亿新进买入恩捷股份、1.47亿新进买入安图生物。\n\n同时,退出了长城汽车的前十大流通股东名单,年报显示,礼仁2020年底刚新进买入1000万股长城汽车,但一季报则不再出现在其前十大流通股东名单。\n“良心基金经理”杨东13亿持仓曝光\n重心在于“平衡”\n“良心基金经理”杨东执掌的百亿私募宁泉资本,旗下宁泉致远39号私募证券投资基金在一季报共出现在9只股票的十大股东之中,期末参考市值合计为13.08亿元。\n一季报显示,杨东减仓524万股利亚德至5558.73万股,仍为第一重仓股,持有实市值超4亿元。华能水电为第二重仓股,一季度时加仓638.5万股至6150万股,持有市值3.56亿元。\n此外,还新进买入洲明科技、兆驰股份、鲁北化工、合肥城建、可立克,增持奥来德。\n\n此外,根据洲明科技4月2日的增发公告,在洲明科技近期的增发中,杨东旗下4只产品获配近1500万股,耗资1.18亿元。加上宁泉39号产品持有1392万股,宁泉资本旗下产品持有洲明科技的最新市值或已2.5亿元。\n具体获配情况如下:\n\n杨东非常低调,他的每一次发声,都是在市场转折的关键时期,他曾在6000点劝赎、5000点公开高喊风险,是中国首个也是到目前惟一一个敢于放弃公司短期利益劝基民赎回的公募基金总经理,他对市场判断的前瞻性也为市场熟知,并被称为“业界良心”。\n但在今年1月份,在宁泉资本2020年12月报中,杨东再次提醒风险:热门新能源股票的暴跌风险。\n而根据宁泉资产向投资者发布的最新3月报,宁泉资本的股票仓位大约是44%。总的来说,宁泉并不认为现在的市场会有特别大的系统性风险,但同时也难有大的系统性上涨,重复考虑风险调整后的收益来看,股票仍然会是大类资产里有性价比优势的资产。只是在享受了过去两年的好日子后,今年对赚钱的预期值并不高。\n今年他们的重心在于“平衡”,这不仅指仓位的平衡,行业配置的平衡,也包括成长与价值的平衡,最终是风险与收益的平衡。会更多地去赚取一些比较安全的小钱,积小钱成大钱,而不会去承担过大的风险来追求较高的收益。\n景林:抄底上海机场\n顶流私募景林资产则出现在2只股票的十大股东中。其中景林优选私募基金抄底上海机场近千万股,期末参考市值合计为5.77亿元。\n景林全球基金则持有2836万股大华股份,期末参考市值合计为7亿元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396381076,"gmtCreate":1607041779895,"gmtModify":1703846079954,"author":{"id":"3493182377149697","authorId":"3493182377149697","name":"Ez想打喷嚏","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493182377149697","authorIdStr":"3493182377149697"},"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/396381076","repostId":"390449390","repostType":1,"repost":{"id":390449390,"gmtCreate":1605847942710,"gmtModify":1703840057161,"author":{"id":"3504159341957730","authorId":"3504159341957730","name":"小虎ETF","avatar":"https://static.tigerbbs.com/075b2bc663a4c715d836273d248d8ddb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504159341957730","authorIdStr":"3504159341957730"},"themes":[],"title":"ARK女股神的作业可以抄吗?","htmlText":"近期一家投资公司因旗下的几只主动型ETF今年的优异表现而大火,这家公司就是ARK。ARK投资公司是由Cathie Wood于2014年创立的。Cathie Wood在业界有“女股神“之称,拥有近40年的投资经验。此前Cathie Wood曾在著名的CapitalGroup就职,而后到Jennison Associates,担任过首席经济学家、股票研究分析师、投资组合经理和董事等多个职位。2013年10月,Cathie Wood在芝加哥参加一场晨星的会,这是她第一次参加ETF主题的会议。会上主讲者宣判主动投资的失败与ETF行业将持续增长,赢得了满堂喝彩。此时Wood第一个想到的是:我可能是这间屋里唯一的主动投资者。一直是逆向思维的她,第二个想到的是:如果这里的每一个人都这么坚信这一点,也许我该成立ARK了。之后,Cathie Wood就将自己主动管理的能力和ETF基金低成本、透明度高的优势相结合,创办了ARK公司。ARK的含义是:Active Research Knowledge。同年9月底就发行了主动型ETF。目前ARK旗下有7只ETF,其中5只是主动型ETF,2只指数ETF。从产品的表现来看,近一年这5只主动型ETF的收益碾压大盘基准。ARK旗下ETFs表现;数据来自:ARK官网;截止:2020.10.31管理的资产规模也飙涨。旗舰ETF -<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> ,今年基金份额翻了3倍。目前资产规模超100亿美金。这只产品可以看作是ARK公司投资理念下的主产品,其余的4只主动型ETF是颠覆性创新领域下的4个分支。因此ARKK是本文介绍的重点。ARKK发行至今基金份额的变化图;数据来自:彭博;截止:2020.11.19什么","listText":"近期一家投资公司因旗下的几只主动型ETF今年的优异表现而大火,这家公司就是ARK。ARK投资公司是由Cathie Wood于2014年创立的。Cathie Wood在业界有“女股神“之称,拥有近40年的投资经验。此前Cathie Wood曾在著名的CapitalGroup就职,而后到Jennison Associates,担任过首席经济学家、股票研究分析师、投资组合经理和董事等多个职位。2013年10月,Cathie Wood在芝加哥参加一场晨星的会,这是她第一次参加ETF主题的会议。会上主讲者宣判主动投资的失败与ETF行业将持续增长,赢得了满堂喝彩。此时Wood第一个想到的是:我可能是这间屋里唯一的主动投资者。一直是逆向思维的她,第二个想到的是:如果这里的每一个人都这么坚信这一点,也许我该成立ARK了。之后,Cathie Wood就将自己主动管理的能力和ETF基金低成本、透明度高的优势相结合,创办了ARK公司。ARK的含义是:Active Research Knowledge。同年9月底就发行了主动型ETF。目前ARK旗下有7只ETF,其中5只是主动型ETF,2只指数ETF。从产品的表现来看,近一年这5只主动型ETF的收益碾压大盘基准。ARK旗下ETFs表现;数据来自:ARK官网;截止:2020.10.31管理的资产规模也飙涨。旗舰ETF -<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> ,今年基金份额翻了3倍。目前资产规模超100亿美金。这只产品可以看作是ARK公司投资理念下的主产品,其余的4只主动型ETF是颠覆性创新领域下的4个分支。因此ARKK是本文介绍的重点。ARKK发行至今基金份额的变化图;数据来自:彭博;截止:2020.11.19什么","text":"近期一家投资公司因旗下的几只主动型ETF今年的优异表现而大火,这家公司就是ARK。ARK投资公司是由Cathie Wood于2014年创立的。Cathie Wood在业界有“女股神“之称,拥有近40年的投资经验。此前Cathie Wood曾在著名的CapitalGroup就职,而后到Jennison Associates,担任过首席经济学家、股票研究分析师、投资组合经理和董事等多个职位。2013年10月,Cathie Wood在芝加哥参加一场晨星的会,这是她第一次参加ETF主题的会议。会上主讲者宣判主动投资的失败与ETF行业将持续增长,赢得了满堂喝彩。此时Wood第一个想到的是:我可能是这间屋里唯一的主动投资者。一直是逆向思维的她,第二个想到的是:如果这里的每一个人都这么坚信这一点,也许我该成立ARK了。之后,Cathie Wood就将自己主动管理的能力和ETF基金低成本、透明度高的优势相结合,创办了ARK公司。ARK的含义是:Active Research Knowledge。同年9月底就发行了主动型ETF。目前ARK旗下有7只ETF,其中5只是主动型ETF,2只指数ETF。从产品的表现来看,近一年这5只主动型ETF的收益碾压大盘基准。ARK旗下ETFs表现;数据来自:ARK官网;截止:2020.10.31管理的资产规模也飙涨。旗舰ETF -$ARK Innovation ETF(ARKK)$ ,今年基金份额翻了3倍。目前资产规模超100亿美金。这只产品可以看作是ARK公司投资理念下的主产品,其余的4只主动型ETF是颠覆性创新领域下的4个分支。因此ARKK是本文介绍的重点。ARKK发行至今基金份额的变化图;数据来自:彭博;截止:2020.11.19什么","images":[{"img":"https://static.tigerbbs.com/f169ec480e32ccf0292b811f5f36dcd9","width":"688","height":"262"},{"img":"https://static.tigerbbs.com/d5853620e56681e58a1a5e91ee89f296","width":"590","height":"165"},{"img":"https://static.tigerbbs.com/5bc3cbc7de9fa87a99d091643c21c18b","width":"688","height":"671"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390449390","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398229943,"gmtCreate":1606911371282,"gmtModify":1703845290365,"author":{"id":"3493182377149697","authorId":"3493182377149697","name":"Ez想打喷嚏","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493182377149697","authorIdStr":"3493182377149697"},"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/398229943","repostId":"398611450","repostType":1,"repost":{"id":398611450,"gmtCreate":1606887137770,"gmtModify":1703845124624,"author":{"id":"3554779120033522","authorId":"3554779120033522","name":"锦衣夜行陈先生","avatar":"https://static.tigerbbs.com/aefa649b30cca4e1a301f7eb6ec9560b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554779120033522","authorIdStr":"3554779120033522"},"themes":[],"title":"昨日大麻板块整体大幅下挫的可能原因","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ACB\">$奥罗拉大麻公司(ACB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/CGC\">$Canopy Growth Corporation(CGC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/APHA\">$Aphria Inc.(APHA)$</a> 最近几个交易日,大麻疯涨,整个板块的交易极为活跃。看到有的所谓大V开始推荐这只股票那只股票,只觉得好笑,原因很简单第一他们大多是马后炮,并没有事先入局,第二他们对大麻板块的研究实在太少,说的依据也是谁都知道的那点东西。 从11月初开始我注意到了大麻板块,并进行大量的研究学习,同时也跟大家分享了部分我的想法。最开始买了ACB赚到了一部分钱,当时掌握的信息量和一般人无异。后来随着我的研究深入,慢慢的我开始重点持仓SNDL,从11月6号开始逐步进行运营加仓,现在看来平平无奇,但是当时确实是比较反人性的,压力也是十分巨大。我说了在暴涨前能够提前布局和行情来了匆匆上车相比,在股价大额震荡时候能淡然面对和胡乱操作相比,在市场恐慌时割肉和敢于逆市加仓相比,其实都是质的差别,心中必须有所依凭,否则只是摇摆的小韭菜。我也在一篇文章当中提到了,其实很多人根本不知道自己在交易的是什么!请对自己的资金负责,给予尊重! 说下我对大麻板块的研究,包括但不仅限于1.大麻板块的几个主要公司情况 2.大麻的在世界上哪些国家合法,3.在美国哪些洲合法 4.加拿大2018年通过全国合法","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ACB\">$奥罗拉大麻公司(ACB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/CGC\">$Canopy Growth Corporation(CGC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/APHA\">$Aphria Inc.(APHA)$</a> 最近几个交易日,大麻疯涨,整个板块的交易极为活跃。看到有的所谓大V开始推荐这只股票那只股票,只觉得好笑,原因很简单第一他们大多是马后炮,并没有事先入局,第二他们对大麻板块的研究实在太少,说的依据也是谁都知道的那点东西。 从11月初开始我注意到了大麻板块,并进行大量的研究学习,同时也跟大家分享了部分我的想法。最开始买了ACB赚到了一部分钱,当时掌握的信息量和一般人无异。后来随着我的研究深入,慢慢的我开始重点持仓SNDL,从11月6号开始逐步进行运营加仓,现在看来平平无奇,但是当时确实是比较反人性的,压力也是十分巨大。我说了在暴涨前能够提前布局和行情来了匆匆上车相比,在股价大额震荡时候能淡然面对和胡乱操作相比,在市场恐慌时割肉和敢于逆市加仓相比,其实都是质的差别,心中必须有所依凭,否则只是摇摆的小韭菜。我也在一篇文章当中提到了,其实很多人根本不知道自己在交易的是什么!请对自己的资金负责,给予尊重! 说下我对大麻板块的研究,包括但不仅限于1.大麻板块的几个主要公司情况 2.大麻的在世界上哪些国家合法,3.在美国哪些洲合法 4.加拿大2018年通过全国合法","text":"$Sundial Growers Inc.(SNDL)$ $奥罗拉大麻公司(ACB)$ $Canopy Growth Corporation(CGC)$ $Aphria Inc.(APHA)$ 最近几个交易日,大麻疯涨,整个板块的交易极为活跃。看到有的所谓大V开始推荐这只股票那只股票,只觉得好笑,原因很简单第一他们大多是马后炮,并没有事先入局,第二他们对大麻板块的研究实在太少,说的依据也是谁都知道的那点东西。 从11月初开始我注意到了大麻板块,并进行大量的研究学习,同时也跟大家分享了部分我的想法。最开始买了ACB赚到了一部分钱,当时掌握的信息量和一般人无异。后来随着我的研究深入,慢慢的我开始重点持仓SNDL,从11月6号开始逐步进行运营加仓,现在看来平平无奇,但是当时确实是比较反人性的,压力也是十分巨大。我说了在暴涨前能够提前布局和行情来了匆匆上车相比,在股价大额震荡时候能淡然面对和胡乱操作相比,在市场恐慌时割肉和敢于逆市加仓相比,其实都是质的差别,心中必须有所依凭,否则只是摇摆的小韭菜。我也在一篇文章当中提到了,其实很多人根本不知道自己在交易的是什么!请对自己的资金负责,给予尊重! 说下我对大麻板块的研究,包括但不仅限于1.大麻板块的几个主要公司情况 2.大麻的在世界上哪些国家合法,3.在美国哪些洲合法 4.加拿大2018年通过全国合法","images":[{"img":"https://static.tigerbbs.com/7a7a3ce46e654d2be8fe7215b47e532d","width":"695","height":"835"},{"img":"https://static.tigerbbs.com/074a67d144b8a808948131408bdfb37e","width":"648","height":"823"},{"img":"https://static.tigerbbs.com/9a36ad3513d7cbaab04d710c973d0d4d","width":"641","height":"859"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398611450","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304789412,"gmtCreate":1605286015036,"gmtModify":1703837376530,"author":{"id":"3493182377149697","authorId":"3493182377149697","name":"Ez想打喷嚏","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493182377149697","authorIdStr":"3493182377149697"},"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/304789412","repostId":"304642165","repostType":1,"repost":{"id":304642165,"gmtCreate":1605229832357,"gmtModify":1703836886719,"author":{"id":"3454682754238593","authorId":"3454682754238593","name":"杨星榆","avatar":"https://static.tigerbbs.com/16c64c701997de574608ac8ddf788778","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454682754238593","authorIdStr":"3454682754238593"},"themes":[],"title":"一个四年的布局","htmlText":"总统选举终于告一段落,虽然说不是里程碑的完结,不过大势已经基本能够定下来,那就是拜登当担任总统一职。说到这个人,其实就算目前他没有过多的解说他的政策不过一些大致的趋势和他之前的说辞,已经可以分析的出来一部分了,所以提前布局是非常不错的一个投资策略。这里我将结合短期和长期与大家分析一下:sqqq短期:那就是对川普的不确定以及疫情的影响,许许多多的人都在说,疫苗即将问世,我们不用太关注了,其实就算疫苗问世,对于美国而言,多少人会去打这个疫苗也是一个问号,能否大面积实时这个方针也是个问号,而且什么时候可以完全问世,又是一个问号。你要问我短期怎么布局,其实我还真的不确定。不过短期的影响对于长期来说其实是一个非常好的事情。短期来说,疫情控制还是需要一段时间,所以比如疫情股类似于zoom<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>这种只要出现大跌,那就是入场的好机会,等着疫情开始下降了立刻转手然后去持有疫情回归股,赚两次挺好的呀!(这个策略是对于有时间分析的投资者!)nio接下里我就来说说长期:首先;我要和大家讲讲拜登团队的一个政治方针!别说和市场不一样,政商不分家的!对于国内的投资者来说,其实不需要做太多的研究,跟着政府走,他们吃肉投资者喝汤,其实非常容易赚钱的。重回全球气候协定拜登称气候变化是一项事关存亡的威胁,并表示他将团结世界各国更迅速地行动,通过重新加入《巴黎气候协定》(Paris Climate Accord)来减少气体排放。特朗普退出的这项协议曾承诺,以2005年为基数,美国将会在2025年之前将温室气体排放量减少达28%。虽然拜登并不拥挤“绿色新政”(Green New Deal)——一个由民主党内左翼人士推出的气候与就业的配套政策——但是他提出向绿色科技研究设立一项1.7万亿美元的**投资,其中一部分与他的经济计划资","listText":"总统选举终于告一段落,虽然说不是里程碑的完结,不过大势已经基本能够定下来,那就是拜登当担任总统一职。说到这个人,其实就算目前他没有过多的解说他的政策不过一些大致的趋势和他之前的说辞,已经可以分析的出来一部分了,所以提前布局是非常不错的一个投资策略。这里我将结合短期和长期与大家分析一下:sqqq短期:那就是对川普的不确定以及疫情的影响,许许多多的人都在说,疫苗即将问世,我们不用太关注了,其实就算疫苗问世,对于美国而言,多少人会去打这个疫苗也是一个问号,能否大面积实时这个方针也是个问号,而且什么时候可以完全问世,又是一个问号。你要问我短期怎么布局,其实我还真的不确定。不过短期的影响对于长期来说其实是一个非常好的事情。短期来说,疫情控制还是需要一段时间,所以比如疫情股类似于zoom<a 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我爱你你爱爱我行不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/947923673","isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958070140,"gmtCreate":1591107821580,"gmtModify":1704194413262,"author":{"id":"3493182377149697","authorId":"3493182377149697","name":"Ez想打喷嚏","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493182377149697","authorIdStr":"3493182377149697"},"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":1,"repostSize":0,"link":"https://laohu8.com/post/958070140","repostId":"951727812","repostType":1,"repost":{"id":951727812,"gmtCreate":1591073265531,"gmtModify":1704194245372,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20703384576125","authorIdStr":"20703384576125"},"themes":[],"title":"一文看懂网易港股招股信息","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 今晨更新港股上市材料,计划于6月11日在港股二次上市,成为继阿里巴巴之后第二家回归的中概股,此次上市完成后,集团的香港股份与美国存托股可以互相转换。 老虎证券打新通道将于6月2日14:00开放,敬请期待:<a href=\"https://r.tigerbbs.com/lr6p\" target=\"_blank\">网易打新入口</a> | 发行股份信息与定价 网易本次在港上市由中金、瑞信和摩根大通为联席保荐人,拟发行1.7148亿股普通股其中97%给予国际配售(1.66亿股),3%给予公开发售(515万股),另设至多2572.2万股超额配售权。如公开发售部分获超额认购超过10倍则启动回拨机制,具体回拨如下:网易拟每股发行价不超过126港元,每手100股。最终定价计划于6月5日(周五)公布,不晚于6月10日公布。最终定价将参考网易在美股ADR于定价日或之前的最后交易日的收盘价,同时参考本次发售情况。 网易不太可能在市场遇冷,因此,6月4日美股收盘的价格将作为本次网易港股上市最终定价的锚定价格。当前1 美元兑1港元汇率≈7.75,网易美股每 ADR =25普通股,如按照港股发行价上限126港元则对应美股价格为$406.45,较6月1日美股收盘价397溢价2.4%。 昨日网易美股低开高走,开盘一度跌至371美元,随后一路高走至397美元左右,由于上限定价压制,网易美股在6月5日之前不太可能超过406.45美元。 而参考此前阿里巴巴二次上市,发行定价上限188美元较美股此前收","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 今晨更新港股上市材料,计划于6月11日在港股二次上市,成为继阿里巴巴之后第二家回归的中概股,此次上市完成后,集团的香港股份与美国存托股可以互相转换。 老虎证券打新通道将于6月2日14:00开放,敬请期待:<a href=\"https://r.tigerbbs.com/lr6p\" target=\"_blank\">网易打新入口</a> | 发行股份信息与定价 网易本次在港上市由中金、瑞信和摩根大通为联席保荐人,拟发行1.7148亿股普通股其中97%给予国际配售(1.66亿股),3%给予公开发售(515万股),另设至多2572.2万股超额配售权。如公开发售部分获超额认购超过10倍则启动回拨机制,具体回拨如下:网易拟每股发行价不超过126港元,每手100股。最终定价计划于6月5日(周五)公布,不晚于6月10日公布。最终定价将参考网易在美股ADR于定价日或之前的最后交易日的收盘价,同时参考本次发售情况。 网易不太可能在市场遇冷,因此,6月4日美股收盘的价格将作为本次网易港股上市最终定价的锚定价格。当前1 美元兑1港元汇率≈7.75,网易美股每 ADR =25普通股,如按照港股发行价上限126港元则对应美股价格为$406.45,较6月1日美股收盘价397溢价2.4%。 昨日网易美股低开高走,开盘一度跌至371美元,随后一路高走至397美元左右,由于上限定价压制,网易美股在6月5日之前不太可能超过406.45美元。 而参考此前阿里巴巴二次上市,发行定价上限188美元较美股此前收","text":"$网易(NTES)$ $网易-S(09999)$ 今晨更新港股上市材料,计划于6月11日在港股二次上市,成为继阿里巴巴之后第二家回归的中概股,此次上市完成后,集团的香港股份与美国存托股可以互相转换。 老虎证券打新通道将于6月2日14:00开放,敬请期待:网易打新入口 | 发行股份信息与定价 网易本次在港上市由中金、瑞信和摩根大通为联席保荐人,拟发行1.7148亿股普通股其中97%给予国际配售(1.66亿股),3%给予公开发售(515万股),另设至多2572.2万股超额配售权。如公开发售部分获超额认购超过10倍则启动回拨机制,具体回拨如下:网易拟每股发行价不超过126港元,每手100股。最终定价计划于6月5日(周五)公布,不晚于6月10日公布。最终定价将参考网易在美股ADR于定价日或之前的最后交易日的收盘价,同时参考本次发售情况。 网易不太可能在市场遇冷,因此,6月4日美股收盘的价格将作为本次网易港股上市最终定价的锚定价格。当前1 美元兑1港元汇率≈7.75,网易美股每 ADR =25普通股,如按照港股发行价上限126港元则对应美股价格为$406.45,较6月1日美股收盘价397溢价2.4%。 昨日网易美股低开高走,开盘一度跌至371美元,随后一路高走至397美元左右,由于上限定价压制,网易美股在6月5日之前不太可能超过406.45美元。 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","text":"$上证指数(000001.SH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358068021522448","isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108698381,"gmtCreate":1620016220443,"gmtModify":1620016220443,"author":{"id":"3493182377149697","authorId":"3493182377149697","name":"Ez想打喷嚏","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493182377149697","authorIdStr":"3493182377149697"},"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/108698381","repostId":"1138745518","repostType":4,"repost":{"id":"1138745518","kind":"news","weMediaInfo":{"introduction":"关注中国基金报,即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1620008342,"share":"https://ttm.financial/m/news/1138745518?lang=&edition=full","pubTime":"2021-05-03 10:19","market":"sh","language":"zh","title":"顶流私募最新持仓曝光!冯柳、张磊、邓晓峰等全来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1138745518","media":"中国基金报","summary":"一季报已经全部披露完毕,私募大佬的最新持仓也浮出水面。在此,基金君给大家整理部分头部私募大佬的最新持仓:包括冯柳的330亿,邓晓峰100亿、葛卫东近120亿、高瓴系165亿的持仓明细;也包括“良心基金","content":"<div>\n<p>一季报已经全部披露完毕,私募大佬的最新持仓也浮出水面。在此,基金君给大家整理部分头部私募大佬的最新持仓:包括冯柳的330亿,邓晓峰100亿、葛卫东近120亿、高瓴系165亿的持仓明细;也包括“良心基金经理”杨东和景林资产的最新持仓。\n合计整理了这些顶流私募近800亿的A股持仓明细,都是干货,大家可收藏研究。\n冯柳:330亿A股持仓浮出水面\n近200亿或转战港股\n首先我们来看看高毅资产合伙人、资深...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>顶流私募最新持仓曝光!冯柳、张磊、邓晓峰等全来了</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: 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顶流私募最新持仓曝光!冯柳、张磊、邓晓峰等全来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-05-03 10:19 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一季报已经全部披露完毕,私募大佬的最新持仓也浮出水面。在此,基金君给大家整理部分头部私募大佬的最新持仓:包括冯柳的330亿,邓晓峰100亿、葛卫东近120亿、高瓴系165亿的持仓明细;也包括“良心基金经理”杨东和景林资产的最新持仓。\n合计整理了这些顶流私募近800亿的A股持仓明细,都是干货,大家可收藏研究。\n冯柳:330亿A股持仓浮出水面\n近200亿或转战港股\n首先我们来看看高毅资产合伙人、资深...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138745518","content_text":"一季报已经全部披露完毕,私募大佬的最新持仓也浮出水面。在此,基金君给大家整理部分头部私募大佬的最新持仓:包括冯柳的330亿,邓晓峰100亿、葛卫东近120亿、高瓴系165亿的持仓明细;也包括“良心基金经理”杨东和景林资产的最新持仓。\n合计整理了这些顶流私募近800亿的A股持仓明细,都是干货,大家可收藏研究。\n冯柳:330亿A股持仓浮出水面\n近200亿或转战港股\n首先我们来看看高毅资产合伙人、资深基金经理的持仓。\n截至2021年一季末,冯柳执掌的高毅邻山1号远望基金共出现在24只股票的十大股东之中,期末参考市值合计为308.1亿元;此外,还出现在万达电影的前十大股东中,期末参考市值为19.53亿元。合计持有规模近330亿元。\n其中,海康威视仍是冯柳的第一重仓股,虽然减持3500万股,但由于股价的上涨,冯柳持有海康威视的市值高达120亿元。紫光国徽为第二重仓股,持有市值超30亿元;大华股份和人福医药紧随其后。\n其中,增持/新进了人夫股份、睿创微纳、海信家电、麦格米特、广誉远、铂力特、博迁新材、康缘药业、南微医学、华熙生物和北鼎股份。\n具体持仓如下:\n\n值得注意的是,在2020年年报中,高毅邻山1号远望基金共出现在49只股票的十大流通股东之中,期末参考市值合计为462.07亿元。此外,还出现在均胜电子、中原证券和万达电影的前十大股东中,期末参考市值合计为37.69亿元。合计持有近500亿市值。\n这意味着,冯柳一季度大幅度净卖出A股,卖出的合计资金近200亿元。具体来看,曾出现在2020年报中但未进入2021一季报前十大流通股东名单上的公司多达32家,包括完美世界、科伦药业、巨人网络、三环集团、金螳螂的持有市值超10亿的个股。\n而记者从渠道方得知,冯柳的规模稳定,产品一直在封闭期,这意味着冯柳的产品规模依旧在500亿以上。同时,按照冯柳一直的满仓操作策略,这卖出的资金是不会闲着的,那这近200亿元的资金去哪儿了?\n在高毅资产最新的围炉座谈中,冯柳或许给出了答案:投港股了。冯柳在近期的围炉座谈中表示,“今年我更倾向于港股。今年比较大地增加了港股市场的配置。港股市场没有风格的扣分项,相对从容一些。”\n冯柳投资框架:有一类公司随时可以买\n冯柳表示,“去年有点像艺术品、奢侈品的市场特征,按理不是常态,长期来看资本市场还是应该有投资规律的约束。”\n目前,他主要把研究划成各种框架,找一些省力且给自己留有保护的方法。强调去承担而非对抗。去设想在什么情况下对方会卖一个不差的东西给你,再从基本面的角度出发去想应该对应什么样的买入方式才更容易得到保护。\n前者把它划分为没信心、没耐心、没决心三种,后者我会把它分成无可挑剔、顶级优秀、极富锐度和蕴含爆点四类。无可挑剔的因为不容易有意外,所以不需要挑买点,上面三种状态都可以介入;顶级优秀则需要回调呈现没耐心的状态才能买入,以防止有负面思考后被迫卖出;极富锐度则必须长时间地下跌到没信心的状态去充分释放风险再去等待弹性与可能的变化;蕴含爆点要求的是紧密的跟踪与证实,这类参与比较少。\n记者简单画了一个表格,长这样:\n\n这意味着,无可挑剔的公司随时都可以买。那冯柳目前持仓中是否有无可挑剔的公司?目前尚未知道。\n他直言,用框架的好处是能够快速大批量成体系地参与市场,但关键是不能划错类,之前有蛮多把关不严造成个股定性上有偏差,买入了一些低质量的公司,主要是分工与投入不足和过于分散有关,今后会在这几个方面进行改善。\n邓晓峰:100亿A股持仓曝光\n超60亿持有资金矿业\n高毅资产的另外一位资深基金经理邓晓峰,则在一季报中,出现在19只股票的前十大流通股东名单中,旗下两个产品合计持有市值超100亿元。\n其中,高毅晓峰2号致信基金共出现在19只股票的十大股东之中,期末参考市值合计为80.7亿元;晓峰1号睿远证券投资基金共出现在6只股票的十大股东之中,期末参考市值合计为20.75亿元。\n具体来看,资金矿业仍是第一重仓股,邓晓峰两只产品均增持/新进持有,合计持有股数超6.3亿股,持有市值超60亿元。\n锡业股份为第二重仓股,两只产品合计新进买入持有近6亿元。纳思达为第三重仓股,持有市值超5亿元。\n\n邓晓峰在最近的围炉谈话中表示,目前看未来可能从小公司成长成中型公司或者更大公司的机会。主要关注大家不关注的行业,或者是在细分领域的龙头。很多小公司有机会通过几年时间成长为中型企业,一大批市值三百亿以下、一百亿左右的公司,未来几年随着业务的发展,可能涨到三、五百亿或者更高市值。\n而从他的第一重仓股资金矿业来看,他2019年三季度首次进入前十大流通股东名单,随后不断加仓,紫金矿业的股价从3元不到最高涨至15元,翻了5倍。而在一季度有所回调时,他继续加仓。\n不过,紫金矿业的市值并不小,最新市值达到2810亿元。\n\n而第二、三大重仓股则均只有200多亿市值。\n葛卫东:40亿坚守兆易创新\n清仓爱美客\n期货大佬葛卫东则在一季末现身8只股票的十大流通股东名单,期末参考市值合计为118.58亿元。\n其中,第一重仓股为用友网络。虽然一季度葛卫东减持105万股,但仍持有1.16亿股,持有市值达41亿元。\n而一度腰斩的兆易创新,仍是葛卫东的重仓股。截至今年一季度末,葛卫东依然持有2108万股。而一季度兆易创新股价一度跌至150元下方,相比去年305元的高点已经腰斩,但葛卫东只是微减1.54万股,重仓扛过暴跌。如今股价已经反弹至193.23元每股,葛卫东持有市值达40.7亿元。\n\n不过,葛卫东却闪退爱美客。2020年四季度,葛卫东成为爱美客的第二大流通股东,持股43.45万股。但2021年一季报却显示,葛卫东退出了爱美客前十大流通股东,或已清仓。\n高瓴:165亿持仓曝光\n18亿新进伊利股份、14亿恩捷股份\n高瓴资本旗下二级市场平台、百亿私募礼仁投资也有最新动作。天津礼仁投资旗下的卓越长青私募证券投资基金在一季报共出现在5只股票的十大股东之中,期末参考市值合计为45.05亿元。\n高瓴资本管理有限公司-HCM基金二期(QFII)则出现在药明康德的十大股东之中,期末参考市值合计为35.55亿元。\n高瓴资本管理有限公司-HCM中国基金共出现在4只股票的十大股东之中,期末参考市值合计为85.64亿元。\n其中,礼仁的第一大重仓股为伊利股份,礼仁近18亿新进买入;同时14亿新进买入恩捷股份、1.47亿新进买入安图生物。\n\n同时,退出了长城汽车的前十大流通股东名单,年报显示,礼仁2020年底刚新进买入1000万股长城汽车,但一季报则不再出现在其前十大流通股东名单。\n“良心基金经理”杨东13亿持仓曝光\n重心在于“平衡”\n“良心基金经理”杨东执掌的百亿私募宁泉资本,旗下宁泉致远39号私募证券投资基金在一季报共出现在9只股票的十大股东之中,期末参考市值合计为13.08亿元。\n一季报显示,杨东减仓524万股利亚德至5558.73万股,仍为第一重仓股,持有实市值超4亿元。华能水电为第二重仓股,一季度时加仓638.5万股至6150万股,持有市值3.56亿元。\n此外,还新进买入洲明科技、兆驰股份、鲁北化工、合肥城建、可立克,增持奥来德。\n\n此外,根据洲明科技4月2日的增发公告,在洲明科技近期的增发中,杨东旗下4只产品获配近1500万股,耗资1.18亿元。加上宁泉39号产品持有1392万股,宁泉资本旗下产品持有洲明科技的最新市值或已2.5亿元。\n具体获配情况如下:\n\n杨东非常低调,他的每一次发声,都是在市场转折的关键时期,他曾在6000点劝赎、5000点公开高喊风险,是中国首个也是到目前惟一一个敢于放弃公司短期利益劝基民赎回的公募基金总经理,他对市场判断的前瞻性也为市场熟知,并被称为“业界良心”。\n但在今年1月份,在宁泉资本2020年12月报中,杨东再次提醒风险:热门新能源股票的暴跌风险。\n而根据宁泉资产向投资者发布的最新3月报,宁泉资本的股票仓位大约是44%。总的来说,宁泉并不认为现在的市场会有特别大的系统性风险,但同时也难有大的系统性上涨,重复考虑风险调整后的收益来看,股票仍然会是大类资产里有性价比优势的资产。只是在享受了过去两年的好日子后,今年对赚钱的预期值并不高。\n今年他们的重心在于“平衡”,这不仅指仓位的平衡,行业配置的平衡,也包括成长与价值的平衡,最终是风险与收益的平衡。会更多地去赚取一些比较安全的小钱,积小钱成大钱,而不会去承担过大的风险来追求较高的收益。\n景林:抄底上海机场\n顶流私募景林资产则出现在2只股票的十大股东中。其中景林优选私募基金抄底上海机场近千万股,期末参考市值合计为5.77亿元。\n景林全球基金则持有2836万股大华股份,期末参考市值合计为7亿元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396381076,"gmtCreate":1607041779895,"gmtModify":1703846079954,"author":{"id":"3493182377149697","authorId":"3493182377149697","name":"Ez想打喷嚏","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493182377149697","authorIdStr":"3493182377149697"},"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/396381076","repostId":"390449390","repostType":1,"repost":{"id":390449390,"gmtCreate":1605847942710,"gmtModify":1703840057161,"author":{"id":"3504159341957730","authorId":"3504159341957730","name":"小虎ETF","avatar":"https://static.tigerbbs.com/075b2bc663a4c715d836273d248d8ddb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504159341957730","authorIdStr":"3504159341957730"},"themes":[],"title":"ARK女股神的作业可以抄吗?","htmlText":"近期一家投资公司因旗下的几只主动型ETF今年的优异表现而大火,这家公司就是ARK。ARK投资公司是由Cathie Wood于2014年创立的。Cathie Wood在业界有“女股神“之称,拥有近40年的投资经验。此前Cathie Wood曾在著名的CapitalGroup就职,而后到Jennison Associates,担任过首席经济学家、股票研究分析师、投资组合经理和董事等多个职位。2013年10月,Cathie Wood在芝加哥参加一场晨星的会,这是她第一次参加ETF主题的会议。会上主讲者宣判主动投资的失败与ETF行业将持续增长,赢得了满堂喝彩。此时Wood第一个想到的是:我可能是这间屋里唯一的主动投资者。一直是逆向思维的她,第二个想到的是:如果这里的每一个人都这么坚信这一点,也许我该成立ARK了。之后,Cathie Wood就将自己主动管理的能力和ETF基金低成本、透明度高的优势相结合,创办了ARK公司。ARK的含义是:Active Research Knowledge。同年9月底就发行了主动型ETF。目前ARK旗下有7只ETF,其中5只是主动型ETF,2只指数ETF。从产品的表现来看,近一年这5只主动型ETF的收益碾压大盘基准。ARK旗下ETFs表现;数据来自:ARK官网;截止:2020.10.31管理的资产规模也飙涨。旗舰ETF -<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> ,今年基金份额翻了3倍。目前资产规模超100亿美金。这只产品可以看作是ARK公司投资理念下的主产品,其余的4只主动型ETF是颠覆性创新领域下的4个分支。因此ARKK是本文介绍的重点。ARKK发行至今基金份额的变化图;数据来自:彭博;截止:2020.11.19什么","listText":"近期一家投资公司因旗下的几只主动型ETF今年的优异表现而大火,这家公司就是ARK。ARK投资公司是由Cathie Wood于2014年创立的。Cathie Wood在业界有“女股神“之称,拥有近40年的投资经验。此前Cathie Wood曾在著名的CapitalGroup就职,而后到Jennison Associates,担任过首席经济学家、股票研究分析师、投资组合经理和董事等多个职位。2013年10月,Cathie Wood在芝加哥参加一场晨星的会,这是她第一次参加ETF主题的会议。会上主讲者宣判主动投资的失败与ETF行业将持续增长,赢得了满堂喝彩。此时Wood第一个想到的是:我可能是这间屋里唯一的主动投资者。一直是逆向思维的她,第二个想到的是:如果这里的每一个人都这么坚信这一点,也许我该成立ARK了。之后,Cathie Wood就将自己主动管理的能力和ETF基金低成本、透明度高的优势相结合,创办了ARK公司。ARK的含义是:Active Research Knowledge。同年9月底就发行了主动型ETF。目前ARK旗下有7只ETF,其中5只是主动型ETF,2只指数ETF。从产品的表现来看,近一年这5只主动型ETF的收益碾压大盘基准。ARK旗下ETFs表现;数据来自:ARK官网;截止:2020.10.31管理的资产规模也飙涨。旗舰ETF -<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> ,今年基金份额翻了3倍。目前资产规模超100亿美金。这只产品可以看作是ARK公司投资理念下的主产品,其余的4只主动型ETF是颠覆性创新领域下的4个分支。因此ARKK是本文介绍的重点。ARKK发行至今基金份额的变化图;数据来自:彭博;截止:2020.11.19什么","text":"近期一家投资公司因旗下的几只主动型ETF今年的优异表现而大火,这家公司就是ARK。ARK投资公司是由Cathie Wood于2014年创立的。Cathie Wood在业界有“女股神“之称,拥有近40年的投资经验。此前Cathie Wood曾在著名的CapitalGroup就职,而后到Jennison Associates,担任过首席经济学家、股票研究分析师、投资组合经理和董事等多个职位。2013年10月,Cathie Wood在芝加哥参加一场晨星的会,这是她第一次参加ETF主题的会议。会上主讲者宣判主动投资的失败与ETF行业将持续增长,赢得了满堂喝彩。此时Wood第一个想到的是:我可能是这间屋里唯一的主动投资者。一直是逆向思维的她,第二个想到的是:如果这里的每一个人都这么坚信这一点,也许我该成立ARK了。之后,Cathie Wood就将自己主动管理的能力和ETF基金低成本、透明度高的优势相结合,创办了ARK公司。ARK的含义是:Active Research Knowledge。同年9月底就发行了主动型ETF。目前ARK旗下有7只ETF,其中5只是主动型ETF,2只指数ETF。从产品的表现来看,近一年这5只主动型ETF的收益碾压大盘基准。ARK旗下ETFs表现;数据来自:ARK官网;截止:2020.10.31管理的资产规模也飙涨。旗舰ETF -$ARK Innovation ETF(ARKK)$ ,今年基金份额翻了3倍。目前资产规模超100亿美金。这只产品可以看作是ARK公司投资理念下的主产品,其余的4只主动型ETF是颠覆性创新领域下的4个分支。因此ARKK是本文介绍的重点。ARKK发行至今基金份额的变化图;数据来自:彭博;截止:2020.11.19什么","images":[{"img":"https://static.tigerbbs.com/f169ec480e32ccf0292b811f5f36dcd9","width":"688","height":"262"},{"img":"https://static.tigerbbs.com/d5853620e56681e58a1a5e91ee89f296","width":"590","height":"165"},{"img":"https://static.tigerbbs.com/5bc3cbc7de9fa87a99d091643c21c18b","width":"688","height":"671"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390449390","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398229943,"gmtCreate":1606911371282,"gmtModify":1703845290365,"author":{"id":"3493182377149697","authorId":"3493182377149697","name":"Ez想打喷嚏","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493182377149697","authorIdStr":"3493182377149697"},"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/398229943","repostId":"398611450","repostType":1,"repost":{"id":398611450,"gmtCreate":1606887137770,"gmtModify":1703845124624,"author":{"id":"3554779120033522","authorId":"3554779120033522","name":"锦衣夜行陈先生","avatar":"https://static.tigerbbs.com/aefa649b30cca4e1a301f7eb6ec9560b","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554779120033522","authorIdStr":"3554779120033522"},"themes":[],"title":"昨日大麻板块整体大幅下挫的可能原因","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ACB\">$奥罗拉大麻公司(ACB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/CGC\">$Canopy Growth Corporation(CGC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/APHA\">$Aphria Inc.(APHA)$</a> 最近几个交易日,大麻疯涨,整个板块的交易极为活跃。看到有的所谓大V开始推荐这只股票那只股票,只觉得好笑,原因很简单第一他们大多是马后炮,并没有事先入局,第二他们对大麻板块的研究实在太少,说的依据也是谁都知道的那点东西。 从11月初开始我注意到了大麻板块,并进行大量的研究学习,同时也跟大家分享了部分我的想法。最开始买了ACB赚到了一部分钱,当时掌握的信息量和一般人无异。后来随着我的研究深入,慢慢的我开始重点持仓SNDL,从11月6号开始逐步进行运营加仓,现在看来平平无奇,但是当时确实是比较反人性的,压力也是十分巨大。我说了在暴涨前能够提前布局和行情来了匆匆上车相比,在股价大额震荡时候能淡然面对和胡乱操作相比,在市场恐慌时割肉和敢于逆市加仓相比,其实都是质的差别,心中必须有所依凭,否则只是摇摆的小韭菜。我也在一篇文章当中提到了,其实很多人根本不知道自己在交易的是什么!请对自己的资金负责,给予尊重! 说下我对大麻板块的研究,包括但不仅限于1.大麻板块的几个主要公司情况 2.大麻的在世界上哪些国家合法,3.在美国哪些洲合法 4.加拿大2018年通过全国合法","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ACB\">$奥罗拉大麻公司(ACB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/CGC\">$Canopy Growth Corporation(CGC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/APHA\">$Aphria Inc.(APHA)$</a> 最近几个交易日,大麻疯涨,整个板块的交易极为活跃。看到有的所谓大V开始推荐这只股票那只股票,只觉得好笑,原因很简单第一他们大多是马后炮,并没有事先入局,第二他们对大麻板块的研究实在太少,说的依据也是谁都知道的那点东西。 从11月初开始我注意到了大麻板块,并进行大量的研究学习,同时也跟大家分享了部分我的想法。最开始买了ACB赚到了一部分钱,当时掌握的信息量和一般人无异。后来随着我的研究深入,慢慢的我开始重点持仓SNDL,从11月6号开始逐步进行运营加仓,现在看来平平无奇,但是当时确实是比较反人性的,压力也是十分巨大。我说了在暴涨前能够提前布局和行情来了匆匆上车相比,在股价大额震荡时候能淡然面对和胡乱操作相比,在市场恐慌时割肉和敢于逆市加仓相比,其实都是质的差别,心中必须有所依凭,否则只是摇摆的小韭菜。我也在一篇文章当中提到了,其实很多人根本不知道自己在交易的是什么!请对自己的资金负责,给予尊重! 说下我对大麻板块的研究,包括但不仅限于1.大麻板块的几个主要公司情况 2.大麻的在世界上哪些国家合法,3.在美国哪些洲合法 4.加拿大2018年通过全国合法","text":"$Sundial Growers Inc.(SNDL)$ $奥罗拉大麻公司(ACB)$ $Canopy Growth Corporation(CGC)$ $Aphria Inc.(APHA)$ 最近几个交易日,大麻疯涨,整个板块的交易极为活跃。看到有的所谓大V开始推荐这只股票那只股票,只觉得好笑,原因很简单第一他们大多是马后炮,并没有事先入局,第二他们对大麻板块的研究实在太少,说的依据也是谁都知道的那点东西。 从11月初开始我注意到了大麻板块,并进行大量的研究学习,同时也跟大家分享了部分我的想法。最开始买了ACB赚到了一部分钱,当时掌握的信息量和一般人无异。后来随着我的研究深入,慢慢的我开始重点持仓SNDL,从11月6号开始逐步进行运营加仓,现在看来平平无奇,但是当时确实是比较反人性的,压力也是十分巨大。我说了在暴涨前能够提前布局和行情来了匆匆上车相比,在股价大额震荡时候能淡然面对和胡乱操作相比,在市场恐慌时割肉和敢于逆市加仓相比,其实都是质的差别,心中必须有所依凭,否则只是摇摆的小韭菜。我也在一篇文章当中提到了,其实很多人根本不知道自己在交易的是什么!请对自己的资金负责,给予尊重! 说下我对大麻板块的研究,包括但不仅限于1.大麻板块的几个主要公司情况 2.大麻的在世界上哪些国家合法,3.在美国哪些洲合法 4.加拿大2018年通过全国合法","images":[{"img":"https://static.tigerbbs.com/7a7a3ce46e654d2be8fe7215b47e532d","width":"695","height":"835"},{"img":"https://static.tigerbbs.com/074a67d144b8a808948131408bdfb37e","width":"648","height":"823"},{"img":"https://static.tigerbbs.com/9a36ad3513d7cbaab04d710c973d0d4d","width":"641","height":"859"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398611450","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304789412,"gmtCreate":1605286015036,"gmtModify":1703837376530,"author":{"id":"3493182377149697","authorId":"3493182377149697","name":"Ez想打喷嚏","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493182377149697","authorIdStr":"3493182377149697"},"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/304789412","repostId":"304642165","repostType":1,"repost":{"id":304642165,"gmtCreate":1605229832357,"gmtModify":1703836886719,"author":{"id":"3454682754238593","authorId":"3454682754238593","name":"杨星榆","avatar":"https://static.tigerbbs.com/16c64c701997de574608ac8ddf788778","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454682754238593","authorIdStr":"3454682754238593"},"themes":[],"title":"一个四年的布局","htmlText":"总统选举终于告一段落,虽然说不是里程碑的完结,不过大势已经基本能够定下来,那就是拜登当担任总统一职。说到这个人,其实就算目前他没有过多的解说他的政策不过一些大致的趋势和他之前的说辞,已经可以分析的出来一部分了,所以提前布局是非常不错的一个投资策略。这里我将结合短期和长期与大家分析一下:sqqq短期:那就是对川普的不确定以及疫情的影响,许许多多的人都在说,疫苗即将问世,我们不用太关注了,其实就算疫苗问世,对于美国而言,多少人会去打这个疫苗也是一个问号,能否大面积实时这个方针也是个问号,而且什么时候可以完全问世,又是一个问号。你要问我短期怎么布局,其实我还真的不确定。不过短期的影响对于长期来说其实是一个非常好的事情。短期来说,疫情控制还是需要一段时间,所以比如疫情股类似于zoom<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>这种只要出现大跌,那就是入场的好机会,等着疫情开始下降了立刻转手然后去持有疫情回归股,赚两次挺好的呀!(这个策略是对于有时间分析的投资者!)nio接下里我就来说说长期:首先;我要和大家讲讲拜登团队的一个政治方针!别说和市场不一样,政商不分家的!对于国内的投资者来说,其实不需要做太多的研究,跟着政府走,他们吃肉投资者喝汤,其实非常容易赚钱的。重回全球气候协定拜登称气候变化是一项事关存亡的威胁,并表示他将团结世界各国更迅速地行动,通过重新加入《巴黎气候协定》(Paris Climate Accord)来减少气体排放。特朗普退出的这项协议曾承诺,以2005年为基数,美国将会在2025年之前将温室气体排放量减少达28%。虽然拜登并不拥挤“绿色新政”(Green New Deal)——一个由民主党内左翼人士推出的气候与就业的配套政策——但是他提出向绿色科技研究设立一项1.7万亿美元的**投资,其中一部分与他的经济计划资","listText":"总统选举终于告一段落,虽然说不是里程碑的完结,不过大势已经基本能够定下来,那就是拜登当担任总统一职。说到这个人,其实就算目前他没有过多的解说他的政策不过一些大致的趋势和他之前的说辞,已经可以分析的出来一部分了,所以提前布局是非常不错的一个投资策略。这里我将结合短期和长期与大家分析一下:sqqq短期:那就是对川普的不确定以及疫情的影响,许许多多的人都在说,疫苗即将问世,我们不用太关注了,其实就算疫苗问世,对于美国而言,多少人会去打这个疫苗也是一个问号,能否大面积实时这个方针也是个问号,而且什么时候可以完全问世,又是一个问号。你要问我短期怎么布局,其实我还真的不确定。不过短期的影响对于长期来说其实是一个非常好的事情。短期来说,疫情控制还是需要一段时间,所以比如疫情股类似于zoom<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>这种只要出现大跌,那就是入场的好机会,等着疫情开始下降了立刻转手然后去持有疫情回归股,赚两次挺好的呀!(这个策略是对于有时间分析的投资者!)nio接下里我就来说说长期:首先;我要和大家讲讲拜登团队的一个政治方针!别说和市场不一样,政商不分家的!对于国内的投资者来说,其实不需要做太多的研究,跟着政府走,他们吃肉投资者喝汤,其实非常容易赚钱的。重回全球气候协定拜登称气候变化是一项事关存亡的威胁,并表示他将团结世界各国更迅速地行动,通过重新加入《巴黎气候协定》(Paris Climate Accord)来减少气体排放。特朗普退出的这项协议曾承诺,以2005年为基数,美国将会在2025年之前将温室气体排放量减少达28%。虽然拜登并不拥挤“绿色新政”(Green New 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