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戒骄戒躁

戒骄戒躁

某上市银行理财经理一枚

IP属地：广东

23关注

18粉丝

1主题

0勋章

2025-10-16

这篇文章不错，转发给大家看看

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2025-10-14

$2倍做多GOOGL-Direxion(GGLL)$

2025-09-22

$GraniteShares 2x Long TSLA Daily ETF(TSLR)$ 开始减仓，这波收益满意了

2025-08-12

$Meta Platforms, Inc.(META)$

2025-06-03

这篇文章不错，转发给大家看看

@躺平指数: 后物质时代的消费革命：卡牌热是泡沫还是风口？

2025-05-26

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2025-05-15

对嘛，这才是打不死的谷歌上周的大跌中果断加仓抄底，美中不足的是买少了[流泪]

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2025-05-12

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2025-05-05

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2025-04-27

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2025-04-10

$纳指三倍做多ETF(TQQQ)$ 账户单日创历史最好涨幅32%，感谢川建国。本质上事儿还没解决。美股也仅仅是反弹到4月2号盘中的位置，4月2号之前美调整的主要原因就是半导体硬件估值太贵，整体估值也不便宜。现在川总给了一个缓和方案，那就走呗。这波事情肯定还没完，最大的目的中国这个事情依然没有看到如何解决的方案。

2025-03-31

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2025-03-13

$苹果(AAPL)$ 做多的仓位不动，开了2倍量的空单对冲，成本224，还是有点低了，260顶峰想继续开单的没资金了

2025-03-11

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2025-03-06

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2025-03-04

$苹果(AAPL)$ 坚持是一种品格是一种未来的收获

2025-03-04

$英伟达(NVDA)$ 去年空了一把，今年继续

2025-02-19

面对达子和小米几乎相同的pettm和远期预测市盈率，谁能告诉我该买哪个？😂到底是达子便宜了，还是小米贵了？说实话我空了小米和达子😂

2025-01-22

$苹果(AAPL)$ 你懂的，做空苹果是需要勇气的[捂脸] 太不容易了

2025-01-08

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href=\"https://laohu8.com/S/GGLL\">$2倍做多GOOGL-Direxion(GGLL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/GGLL\">$2倍做多GOOGL-Direxion(GGLL)$ </a>&nbsp;","text":"$2倍做多GOOGL-Direxion(GGLL)$","images":[{"img":"https://static.tigerbbs.com/2760ffb76c0f7ff4f54e5ca16305129a","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488873571418224","isVote":1,"tweetType":1,"viewCount":1250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":481389486756392,"gmtCreate":1758550555254,"gmtModify":1758550558386,"author":{"id":"3493547516670294","authorId":"3493547516670294","name":"戒骄戒躁","avatar":"https://static.tigerbbs.com/b4947bf449c001bd8be0730e10fbe7c9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493547516670294","idStr":"3493547516670294"},"themes":[],"htmlText":"<a 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后物质时代的消费革命：卡牌热是泡沫还是风口？","htmlText":"图片 图文 | 躺姐 在我们正儿八经开始分析卡游的这份招股书之前，不妨思考一个小问题： 很多人在分析公司、特别是消费品公司的时候，会天然试图代入消费者的角度思考： 比如，看一家酒公司的时候，会买一瓶他们的酒尝尝好不好喝；看互联网平台，会去这个平台买东西试试。但当看到卡游这样的公司时，这种方法就变得不太适用，总会感觉自己根本就不是这类企业的目标用户。 为什么，一张印有奥特曼图样的卡片，成本也就几毛钱，能吸引这么多孩子购买？说到底卡牌就是一张纸或者塑料片而已，直接买价格平均1.8块，怎么个别款式能够炒作到成千上万？类似的疑问还有很多，总会让人觉得卡游这样的公司“不够靠谱”。 实际上，集换式卡牌是全球流行的收藏品类型，自笔者记忆中的小浣熊水浒卡开始，在中国大陆也起码流行了几十年。2025年NBA状元秀大热门弗拉格，还没进队开始打球呢，他的球星卡销售就能给他带来几百万美元的收入。 当然，如果理解不了，说明你根本就不是这种产品的受众；就算不是也没关系，理解这种公司也有其他视角： 对这种泛文娱产业的企业来说，供给侧才更关键。 两周前，笔者乘坐飞往上海的航班，旁边坐着两个完全不懂中文的白人小孩，大概六七岁的样子；她们的妈妈为了让她们保持安静，在机上娱乐系统中找到了《熊出没》动画，既没英语配音也没英文字幕，俩孩子看了俩小时，看得津津有味，结束后甚至还能简单讨论一下剧情。 理解门槛相对比较高的影视动画尚且如此，在真正优秀的泛文娱产品面前，文化、肤色和语言就更不构成障碍了，在一个国家取得成功之后，风靡全球也就是时间和渠道的问题而已。 因此，通过供给侧的一系列要素去理解这类企业，比通过需求侧分析公司要直观地多。比如，IP是什么样的，自己找设计师签约，还是和成熟IP合作的，这决定了它是否有足够的稀缺性；主力产品的玩法、美型度等等，能够覆盖的年龄层是否广泛，影响更大范围内的受众等等，决定了它的流行度","listText":"图片 图文 | 躺姐 在我们正儿八经开始分析卡游的这份招股书之前，不妨思考一个小问题： 很多人在分析公司、特别是消费品公司的时候，会天然试图代入消费者的角度思考： 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只是抄反了"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":999865231,"gmtCreate":1563262392823,"gmtModify":1704704992067,"author":{"id":"3493547516670294","authorId":"3493547516670294","name":"戒骄戒躁","avatar":"https://static.tigerbbs.com/b4947bf449c001bd8be0730e10fbe7c9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493547516670294","idStr":"3493547516670294"},"themes":[],"htmlText":"就这吧，大涨的都没打中，好歹中梁控股打的份额不少[得意] [得意] [得意] $中梁控股(02772)$","listText":"就这吧，大涨的都没打中，好歹中梁控股打的份额不少[得意] [得意] [得意] $中梁控股(02772)$","text":"就这吧，大涨的都没打中，好歹中梁控股打的份额不少[得意] [得意] [得意] $中梁控股(02772)$","images":[{"img":"https://static.tigerbbs.com/3138cb5676991d40fd29c47e2dce851e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/999865231","isVote":1,"tweetType":1,"viewCount":2793,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518167847134557","authorId":"3518167847134557","name":"慢蜗牛","avatar":"https://static.tigerbbs.com/0ee527f05468ce7099266e10b824418b","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3518167847134557","idStr":"3518167847134557"},"content":"中了2手，十个点出了","text":"中了2手，十个点出了","html":"中了2手，十个点出了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":379754492674312,"gmtCreate":1733747645917,"gmtModify":1733749891637,"author":{"id":"3493547516670294","authorId":"3493547516670294","name":"戒骄戒躁","avatar":"https://static.tigerbbs.com/b4947bf449c001bd8be0730e10fbe7c9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493547516670294","idStr":"3493547516670294"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01318\">$毛戈平(01318)$ </a>&nbsp; 这次算是重仓申购，也算是运气好中了4手，不然这么大的申购量能中一手都觉得超预期[得意]&nbsp;&nbsp; 当3点半政治局会议新闻出来我就知道暗盘稳了[开心]&nbsp;&nbsp; 请继续表演","listText":"<a href=\"https://laohu8.com/S/01318\">$毛戈平(01318)$ </a>&nbsp; 这次算是重仓申购，也算是运气好中了4手，不然这么大的申购量能中一手都觉得超预期[得意]&nbsp;&nbsp; 当3点半政治局会议新闻出来我就知道暗盘稳了[开心]&nbsp;&nbsp; 请继续表演","text":"$毛戈平(01318)$ 这次算是重仓申购，也算是运气好中了4手，不然这么大的申购量能中一手都觉得超预期[得意] 当3点半政治局会议新闻出来我就知道暗盘稳了[开心] 请继续表演","images":[{"img":"https://static.tigerbbs.com/a5d320d82ca87b4573ecb25f2ff55478","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/379754492674312","isVote":1,"tweetType":1,"viewCount":6087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":319809692,"gmtCreate":1611563196516,"gmtModify":1703750921240,"author":{"id":"3493547516670294","authorId":"3493547516670294","name":"戒骄戒躁","avatar":"https://static.tigerbbs.com/b4947bf449c001bd8be0730e10fbe7c9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493547516670294","idStr":"3493547516670294"},"themes":[],"htmlText":"自从卖飞腾讯，这些再也不敢动了。你们就慢慢趴着吧","listText":"自从卖飞腾讯，这些再也不敢动了。你们就慢慢趴着吧","text":"自从卖飞腾讯，这些再也不敢动了。你们就慢慢趴着吧","images":[{"img":"https://static.tigerbbs.com/e0d86607c9142406a48b496abe0759d2","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319809692","isVote":1,"tweetType":1,"viewCount":2078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":990856538,"gmtCreate":1562421364224,"gmtModify":1704703741994,"author":{"id":"3493547516670294","authorId":"3493547516670294","name":"戒骄戒躁","avatar":"https://static.tigerbbs.com/b4947bf449c001bd8be0730e10fbe7c9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493547516670294","idStr":"3493547516670294"},"themes":[],"htmlText":"精挑细选这么几个打新不知道会破几个，接下来到了验证判断是的时候了。上次还仔细研读了一下家乡互动，结果给排除了[流泪]&nbsp;","listText":"精挑细选这么几个打新不知道会破几个，接下来到了验证判断是的时候了。上次还仔细研读了一下家乡互动，结果给排除了[流泪]&nbsp;","text":"精挑细选这么几个打新不知道会破几个，接下来到了验证判断是的时候了。上次还仔细研读了一下家乡互动，结果给排除了[流泪]","images":[{"img":"https://static.tigerbbs.com/cbab6fbe6a8e23cf0515fe53d6a563db","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/990856538","isVote":1,"tweetType":1,"viewCount":2135,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492987745636543","authorId":"3492987745636543","name":"田园浪漫","avatar":"https://static.tigerbbs.com/dbe1c34ced2b1ae85cc1a2fd7a2b43fb","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3492987745636543","idStr":"3492987745636543"},"content":"打新靠运气","text":"打新靠运气","html":"打新靠运气"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":990850811,"gmtCreate":1562408792433,"gmtModify":1704703734392,"author":{"id":"3493547516670294","authorId":"3493547516670294","name":"戒骄戒躁","avatar":"https://static.tigerbbs.com/b4947bf449c001bd8be0730e10fbe7c9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493547516670294","idStr":"3493547516670294"},"themes":[],"htmlText":"港股打新第一次取得这么高收益","listText":"港股打新第一次取得这么高收益","text":"港股打新第一次取得这么高收益","images":[{"img":"https://static.tigerbbs.com/479bfe2547225babc98c3ba125f5087a","width":"1080","height":"359"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/990850811","isVote":1,"tweetType":1,"viewCount":3213,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3511911760748454","authorId":"3511911760748454","name":"14亿少女的梦","avatar":"https://static.tigerbbs.com/bf0bebaaab1963be40402bcfa7e8c1aa","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3511911760748454","idStr":"3511911760748454"},"content":"不错最后走了吗？","text":"不错最后走了吗？","html":"不错最后走了吗？"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}