紫杉资本的个人主页 - 老虎社区

紫杉资本

紫杉资本

暂无个人介绍

IP属地：0

41关注

1粉丝

2主题

0勋章

03-10

那多少价格才可能到底[微笑] ，100？90？

@周半仙:$英伟达(NVDA)$ 我要说达子还没见底，肯定很多人不信

2022-01-20

吹吧，吹了这么多年慢牛！

抱歉，原内容已删除

2022-01-11

文章不错，转给大家看看

@阳光财经: 美股分析：惊！大盘出现见顶信号——标题党。

2021-09-30

这篇文章不错，转发给大家

@果盘:期权入门系列教程（二）：买期权的概念以及注意事项

2020-03-12

$道琼斯(.DJI)$ 历史时刻的见证者！又熔断了，，美股牛市彻底结束了！

2019-11-27

$东方证券(600958)$ 这里好安静

2019-08-19

$道琼斯(.DJI)$ 这几天，天天看着大盘涨，不敢上车[捂脸] [捂脸]

2019-07-26

$拼多多(PDD)$ 我有个事不明白，拼多多的资金走向大中小单都是往外流出，为啥股价还能涨呢？

2019-07-26

$拼多多(PDD)$ 感觉没有庄了，这只股终于价值回归了～

2019-04-18

$趣头条(QTT)$这个量啊，，

2019-04-17

$拼多多(PDD)$看来没那么容易好反弹啊，

2019-03-13

$拼多多(PDD)$我今天做多也是疯了

2019-03-13

这篇文章不错，转发给大家看

@九格:拼多多Q4越亏越多，还是没有击败争议

2019-03-13

$拼多多(PDD)$财报业绩大涨，为啥股票大跌啊

2019-03-12

$趣头条(QTT)$止盈止损都是非常有必要的！已抛。

2019-03-11

$趣头条(QTT)$庄玩的好啊，上下全看他心情了！

2019-03-07

$趣头条(QTT)$今晚庄看来是洗洗睡了～

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3495599831980327","uuid":"3495599831980327","gmtCreate":1550027157118,"gmtModify":1640915127214,"name":"紫杉资本","pinyin":"zszbzishanziben","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":41,"tweetSize":17,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":14,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.84%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":1,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":412047322763416,"gmtCreate":1741617950612,"gmtModify":1741617952567,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"那多少价格才可能到底[微笑]&nbsp;&nbsp;，100？90？","listText":"那多少价格才可能到底[微笑]&nbsp;&nbsp;，100？90？","text":"那多少价格才可能到底[微笑] ，100？90？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412047322763416","repostId":"412043180552384","repostType":1,"repost":{"id":412043180552384,"gmtCreate":1741617219733,"gmtModify":1741617221349,"author":{"id":"3568859459441085","authorId":"3568859459441085","name":"周半仙","avatar":"https://static.tigerbbs.com/8da069ac29d206f36f413f12773c3379","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568859459441085","authorIdStr":"3568859459441085"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 我要说达子还没见底，肯定很多人不信","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 我要说达子还没见底，肯定很多人不信","text":"$英伟达(NVDA)$ 我要说达子还没见底，肯定很多人不信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412043180552384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630081041,"gmtCreate":1642637467398,"gmtModify":1642637467398,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"吹吧，吹了这么多年慢牛！","listText":"吹吧，吹了这么多年慢牛！","text":"吹吧，吹了这么多年慢牛！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630081041","repostId":"2204038810","repostType":4,"isVote":1,"tweetType":1,"viewCount":2741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694144293,"gmtCreate":1641885256908,"gmtModify":1641885256908,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"文章不错，转给大家看看","listText":"文章不错，转给大家看看","text":"文章不错，转给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694144293","repostId":"694124850","repostType":1,"repost":{"id":694124850,"gmtCreate":1641874379365,"gmtModify":1641878578261,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3468322318173915","authorIdStr":"3468322318173915"},"themes":[],"title":"","htmlText":"\n \n \n  美股分析：惊！大盘出现见顶信号——标题党。\n \n","listText":"美股分析：惊！大盘出现见顶信号——标题党。","text":"美股分析：惊！大盘出现见顶信号——标题党。","images":[{"img":"https://static.tigerbbs.com/12b8752ea12e3c2780c8f9699ae7c912","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694124850","isVote":1,"tweetType":2,"object":{"id":"535694e157e94e2e87e8f328a2e4aad1","tweetId":"694124850","title":"美股分析：惊！大盘出现见顶信号——标题党。","videoUrl":"http://v.tigerbbs.com/1641874373854fe1c82dc82eb59885e7cc904af5fb542.mp4","poster":"https://static.tigerbbs.com/12b8752ea12e3c2780c8f9699ae7c912","shareLink":"http://v.tigerbbs.com/1641874373854fe1c82dc82eb59885e7cc904af5fb542.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865285453,"gmtCreate":1632987952932,"gmtModify":1632987952932,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"这篇文章不错，转发给大家","listText":"这篇文章不错，转发给大家","text":"这篇文章不错，转发给大家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865285453","repostId":"865851460","repostType":1,"repost":{"id":865851460,"gmtCreate":1632969346239,"gmtModify":1633020526393,"author":{"id":"3536666089994439","authorId":"3536666089994439","name":"果盘","avatar":"https://static.tigerbbs.com/5813607fe47cfc8736c0eef05de62372","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536666089994439","authorIdStr":"3536666089994439"},"themes":[],"title":"期权入门系列教程（二）：买期权的概念以及注意事项","htmlText":"上篇文章我们讲了期权的基本概念：到期日、行权价、权利金。 传送门：<a href=\"https://laohu8.com/TW/868345553\" target=\"_blank\">期权入门系列教程（一）：什么是期权？</a> 本期我们聊期权的状态和买期权的相关事项。期权根据行权价的不同，可以分为实值期权、平价期权和虚值期权。期权的三种状态如果是看涨期权，股票的价格大于行权价，就表示当前期权处于实值期权状态；股票的价格等于行权价，表示当前期权是平价期权；股票价格小于行权价，表示当前期权处于虚值期权状态。看跌期权则是正好反过来，股票价格小于行权价，表示处于实值期权状态；股票价格大于行权价，表示处于虚值期权状态；股票价格等于行权价也是表示平价期权。有点乱，是吧？没关系，我们先来看下为什么这样规定呢？其实，期权从字面上理解就是：有期限的权利。如果买了一张期权，就表示在这个期权到期日之前你获得了一种权利。没错，就是权利，你只要行权，别人就必须无条件执行，你付出的代价就是购买这张期权花费的价格，也就是权利金。买入看涨期权的权利是：在到期日之前以该期权的行权价买入对应股票的权利。举个例子，如果你买了10月1日到期，行权价在$40的1张NIO看涨期权，那就意味着在10月1日之前，你都可以行权，以单价$40，买入100股NIO股票，也就是花$4000（$40*100）买入nio的股票。如果你持有这张期权，会在什么情况下行权？一定是NIO股价大于$40的时候才会去行权，如果股价小于$40，直接在市场上买就好了，干嘛要行权来花更贵的价格来买入股票呢。买入看跌期权的权利是：在到期日之前已该期权的行权价卖出对应股票的权利。同样，如果你买了10月1日到期，行权价在$40的1张NIO看涨期权，那就意味着在10月1日之前，你都可以行权，以单价$40，卖出100股NIO股票，也就是账户收入增加$4000（","listText":"上篇文章我们讲了期权的基本概念：到期日、行权价、权利金。 传送门：<a href=\"https://laohu8.com/TW/868345553\" target=\"_blank\">期权入门系列教程（一）：什么是期权？</a> 本期我们聊期权的状态和买期权的相关事项。期权根据行权价的不同，可以分为实值期权、平价期权和虚值期权。期权的三种状态如果是看涨期权，股票的价格大于行权价，就表示当前期权处于实值期权状态；股票的价格等于行权价，表示当前期权是平价期权；股票价格小于行权价，表示当前期权处于虚值期权状态。看跌期权则是正好反过来，股票价格小于行权价，表示处于实值期权状态；股票价格大于行权价，表示处于虚值期权状态；股票价格等于行权价也是表示平价期权。有点乱，是吧？没关系，我们先来看下为什么这样规定呢？其实，期权从字面上理解就是：有期限的权利。如果买了一张期权，就表示在这个期权到期日之前你获得了一种权利。没错，就是权利，你只要行权，别人就必须无条件执行，你付出的代价就是购买这张期权花费的价格，也就是权利金。买入看涨期权的权利是：在到期日之前以该期权的行权价买入对应股票的权利。举个例子，如果你买了10月1日到期，行权价在$40的1张NIO看涨期权，那就意味着在10月1日之前，你都可以行权，以单价$40，买入100股NIO股票，也就是花$4000（$40*100）买入nio的股票。如果你持有这张期权，会在什么情况下行权？一定是NIO股价大于$40的时候才会去行权，如果股价小于$40，直接在市场上买就好了，干嘛要行权来花更贵的价格来买入股票呢。买入看跌期权的权利是：在到期日之前已该期权的行权价卖出对应股票的权利。同样，如果你买了10月1日到期，行权价在$40的1张NIO看涨期权，那就意味着在10月1日之前，你都可以行权，以单价$40，卖出100股NIO股票，也就是账户收入增加$4000（","text":"上篇文章我们讲了期权的基本概念：到期日、行权价、权利金。 传送门：期权入门系列教程（一）：什么是期权？ 本期我们聊期权的状态和买期权的相关事项。期权根据行权价的不同，可以分为实值期权、平价期权和虚值期权。期权的三种状态如果是看涨期权，股票的价格大于行权价，就表示当前期权处于实值期权状态；股票的价格等于行权价，表示当前期权是平价期权；股票价格小于行权价，表示当前期权处于虚值期权状态。看跌期权则是正好反过来，股票价格小于行权价，表示处于实值期权状态；股票价格大于行权价，表示处于虚值期权状态；股票价格等于行权价也是表示平价期权。有点乱，是吧？没关系，我们先来看下为什么这样规定呢？其实，期权从字面上理解就是：有期限的权利。如果买了一张期权，就表示在这个期权到期日之前你获得了一种权利。没错，就是权利，你只要行权，别人就必须无条件执行，你付出的代价就是购买这张期权花费的价格，也就是权利金。买入看涨期权的权利是：在到期日之前以该期权的行权价买入对应股票的权利。举个例子，如果你买了10月1日到期，行权价在$40的1张NIO看涨期权，那就意味着在10月1日之前，你都可以行权，以单价$40，买入100股NIO股票，也就是花$4000（$40*100）买入nio的股票。如果你持有这张期权，会在什么情况下行权？一定是NIO股价大于$40的时候才会去行权，如果股价小于$40，直接在市场上买就好了，干嘛要行权来花更贵的价格来买入股票呢。买入看跌期权的权利是：在到期日之前已该期权的行权价卖出对应股票的权利。同样，如果你买了10月1日到期，行权价在$40的1张NIO看涨期权，那就意味着在10月1日之前，你都可以行权，以单价$40，卖出100股NIO股票，也就是账户收入增加$4000（","images":[{"img":"https://static.tigerbbs.com/a57fd0c3d71496daf02013f86cf5c356","width":"1920","height":"1080"},{"img":"https://static.tigerbbs.com/750944a4e6b3a14364a8ad2c76194836","width":"1920","height":"1080"},{"img":"https://static.tigerbbs.com/837a150c2224de7c79e95494f76a9148","width":"1920","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865851460","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":965246304,"gmtCreate":1584020467508,"gmtModify":1704352543931,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>&nbsp;历史时刻的见证者！又熔断了，，美股牛市彻底结束了！","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>&nbsp;历史时刻的见证者！又熔断了，，美股牛市彻底结束了！","text":"$道琼斯(.DJI)$ 历史时刻的见证者！又熔断了，，美股牛市彻底结束了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/965246304","isVote":1,"tweetType":1,"viewCount":2972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937168913,"gmtCreate":1574822336032,"gmtModify":1704728593993,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/600958\">$东方证券(600958)$</a>&nbsp;这里好安静","listText":"<a href=\"https://laohu8.com/S/600958\">$东方证券(600958)$</a>&nbsp;这里好安静","text":"$东方证券(600958)$ 这里好安静","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937168913","isVote":1,"tweetType":1,"viewCount":2862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995580644,"gmtCreate":1566221811288,"gmtModify":1704713865568,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>&nbsp;这几天，天天看着大盘涨，不敢上车[捂脸]&nbsp;[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>&nbsp;这几天，天天看着大盘涨，不敢上车[捂脸]&nbsp;[捂脸]&nbsp;","text":"$道琼斯(.DJI)$ 这几天，天天看着大盘涨，不敢上车[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/995580644","isVote":1,"tweetType":1,"viewCount":4625,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506153078214938","authorId":"3506153078214938","name":"雪崩","avatar":"https://static.tigerbbs.com/51161e985eca732d547e36570f5522dc","crmLevel":1,"crmLevelSwitch":0,"idStr":"3506153078214938","authorIdStr":"3506153078214938"},"content":"其实是可以短多的，到282阻力位，就回涨一些。但涨跌都非常极端，不好把握。动不动高开低开，1个点起，做多做空第二天打脸。大家都难受。","text":"其实是可以短多的，到282阻力位，就回涨一些。但涨跌都非常极端，不好把握。动不动高开低开，1个点起，做多做空第二天打脸。大家都难受。","html":"其实是可以短多的，到282阻力位，就回涨一些。但涨跌都非常极端，不好把握。动不动高开低开，1个点起，做多做空第二天打脸。大家都难受。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":993571903,"gmtCreate":1564152657502,"gmtModify":1704706727427,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;我有个事不明白，拼多多的资金走向大中小单都是往外流出，为啥股价还能涨呢？","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;我有个事不明白，拼多多的资金走向大中小单都是往外流出，为啥股价还能涨呢？","text":"$拼多多(PDD)$ 我有个事不明白，拼多多的资金走向大中小单都是往外流出，为啥股价还能涨呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/993571903","isVote":1,"tweetType":1,"viewCount":3553,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521767318370647","authorId":"3521767318370647","name":"蹦蹦跳跳","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3521767318370647","authorIdStr":"3521767318370647"},"content":"资金流向有两种计算方式，一是按股价变动计算，二是按买卖主动性计算。老虎采用的是第一种方式。","text":"资金流向有两种计算方式，一是按股价变动计算，二是按买卖主动性计算。老虎采用的是第一种方式。","html":"资金流向有两种计算方式，一是按股价变动计算，二是按买卖主动性计算。老虎采用的是第一种方式。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":993220922,"gmtCreate":1564070459966,"gmtModify":1704706552582,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;感觉没有庄了，这只股终于价值回归了～","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;感觉没有庄了，这只股终于价值回归了～","text":"$拼多多(PDD)$ 感觉没有庄了，这只股终于价值回归了～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/993220922","isVote":1,"tweetType":1,"viewCount":3921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900229243,"gmtCreate":1555599563482,"gmtModify":1704799292384,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$趣头条(QTT)$这个量啊，，","listText":"$趣头条(QTT)$这个量啊，，","text":"$趣头条(QTT)$这个量啊，，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/900229243","isVote":1,"tweetType":1,"viewCount":2724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900156600,"gmtCreate":1555508993600,"gmtModify":1704798924177,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$拼多多(PDD)$看来没那么容易好反弹啊，","listText":"$拼多多(PDD)$看来没那么容易好反弹啊，","text":"$拼多多(PDD)$看来没那么容易好反弹啊，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/900156600","isVote":1,"tweetType":1,"viewCount":4018,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"content":"莫慌，玩的就是耐心","text":"莫慌，玩的就是耐心","html":"莫慌，玩的就是耐心"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426552,"gmtCreate":1552487714449,"gmtModify":1704792695272,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$拼多多(PDD)$我今天做多也是疯了","listText":"$拼多多(PDD)$我今天做多也是疯了","text":"$拼多多(PDD)$我今天做多也是疯了","images":[{"img":"https://static.tigerbbs.com/4b3b7b47a10b89fe5c41127b4bf9726c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426552","isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":426481,"gmtCreate":1552486742568,"gmtModify":1704792686042,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"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/426481","repostId":"426381","repostType":1,"repost":{"id":426381,"gmtCreate":1552485449807,"gmtModify":1744960415493,"author":{"id":"16180209980775","authorId":"16180209980775","name":"九格","avatar":"https://static.tigerbbs.com/9b7351b7dca167cbf31dfae7714bb158","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"16180209980775","authorIdStr":"16180209980775"},"themes":[],"title":"拼多多Q4越亏越多，还是没有击败争议","htmlText":"在<a href=\"https://laohu8.com/TW/424058\" target=\"_blank\">财报前瞻</a>里也说过，拼多多$(PDD)$这次预期被瑞银的报告拉得很高。 此前大家都认为它竞争力大不如阿里$(BABA)$，也许能战一战京东$(JD)$，但是淘宝是没戏的，而瑞银却说拼多多数年内可以赶上淘宝，所以市场对本次财报的预期就一下飙升了。 但看股价表现也知道，显然这种胃口没有被满足。 1.用户数据：增速没有明显提升 如图，MAU今年以来环比增速一直在18%附近，12个月活跃买家增速也持续下滑。 一方面，理智的看，体量这么大了还要大涨是不现实的，这并不说明拼多多表现不好。 但是另一方面来说，“用户超高速增长”是拼多多最大的光环，加上瑞银“三年后赶上阿里”的预测，显然这个数据满足不了投资者的胃口。 并且更重要的是，拼多多如今并没有扭亏，如果这就脱离了“高速增长”的轨道，预期是否要大打折扣？ 2.财务数据：营收大涨，但支出也大涨 从收入端来看，无论是年平均消费支出，还是GMV和营收，拼多多都表现良好： 但盈利数据却诉说了另外一个故事： 如上图，事实上拼多多财务失血得厉害。 当然，问题肯定出在成本端。 具体来说，营业成本保持稳定（占营收比例本季度变化不大），“三费”中研发和行政管理支出同样稳定，罪魁祸首是营销支出： 如图，拼多多的营销支出/营收一直保持在惊人的高位，本季度甚至超过了营收。 要知道这并不是电商的常态，即使我们不去对比有自营业务的京东，同样做平台的阿里也从没有过这么夸张的数据。 这就会引发一个非常严肃的疑虑：拼多多的营收增长是不是用补贴换来的？也就是说根本不可持续？ 举个例子来说，大家都知道今年双十一和年货节拼多多主推了iPhone销售，价格相当低廉，并且不是假货（国行带发票）。 但问题是，不断有人爆料说拼多多这个iPhone的价格甚至比华强北的二","listText":"在<a href=\"https://laohu8.com/TW/424058\" target=\"_blank\">财报前瞻</a>里也说过，拼多多$(PDD)$这次预期被瑞银的报告拉得很高。 此前大家都认为它竞争力大不如阿里$(BABA)$，也许能战一战京东$(JD)$，但是淘宝是没戏的，而瑞银却说拼多多数年内可以赶上淘宝，所以市场对本次财报的预期就一下飙升了。 但看股价表现也知道，显然这种胃口没有被满足。 1.用户数据：增速没有明显提升 如图，MAU今年以来环比增速一直在18%附近，12个月活跃买家增速也持续下滑。 一方面，理智的看，体量这么大了还要大涨是不现实的，这并不说明拼多多表现不好。 但是另一方面来说，“用户超高速增长”是拼多多最大的光环，加上瑞银“三年后赶上阿里”的预测，显然这个数据满足不了投资者的胃口。 并且更重要的是，拼多多如今并没有扭亏，如果这就脱离了“高速增长”的轨道，预期是否要大打折扣？ 2.财务数据：营收大涨，但支出也大涨 从收入端来看，无论是年平均消费支出，还是GMV和营收，拼多多都表现良好： 但盈利数据却诉说了另外一个故事： 如上图，事实上拼多多财务失血得厉害。 当然，问题肯定出在成本端。 具体来说，营业成本保持稳定（占营收比例本季度变化不大），“三费”中研发和行政管理支出同样稳定，罪魁祸首是营销支出： 如图，拼多多的营销支出/营收一直保持在惊人的高位，本季度甚至超过了营收。 要知道这并不是电商的常态，即使我们不去对比有自营业务的京东，同样做平台的阿里也从没有过这么夸张的数据。 这就会引发一个非常严肃的疑虑：拼多多的营收增长是不是用补贴换来的？也就是说根本不可持续？ 举个例子来说，大家都知道今年双十一和年货节拼多多主推了iPhone销售，价格相当低廉，并且不是假货（国行带发票）。 但问题是，不断有人爆料说拼多多这个iPhone的价格甚至比华强北的二","text":"在财报前瞻里也说过，拼多多$(PDD)$这次预期被瑞银的报告拉得很高。 此前大家都认为它竞争力大不如阿里$(BABA)$，也许能战一战京东$(JD)$，但是淘宝是没戏的，而瑞银却说拼多多数年内可以赶上淘宝，所以市场对本次财报的预期就一下飙升了。 但看股价表现也知道，显然这种胃口没有被满足。 1.用户数据：增速没有明显提升 如图，MAU今年以来环比增速一直在18%附近，12个月活跃买家增速也持续下滑。 一方面，理智的看，体量这么大了还要大涨是不现实的，这并不说明拼多多表现不好。 但是另一方面来说，“用户超高速增长”是拼多多最大的光环，加上瑞银“三年后赶上阿里”的预测，显然这个数据满足不了投资者的胃口。 并且更重要的是，拼多多如今并没有扭亏，如果这就脱离了“高速增长”的轨道，预期是否要大打折扣？ 2.财务数据：营收大涨，但支出也大涨 从收入端来看，无论是年平均消费支出，还是GMV和营收，拼多多都表现良好： 但盈利数据却诉说了另外一个故事： 如上图，事实上拼多多财务失血得厉害。 当然，问题肯定出在成本端。 具体来说，营业成本保持稳定（占营收比例本季度变化不大），“三费”中研发和行政管理支出同样稳定，罪魁祸首是营销支出： 如图，拼多多的营销支出/营收一直保持在惊人的高位，本季度甚至超过了营收。 要知道这并不是电商的常态，即使我们不去对比有自营业务的京东，同样做平台的阿里也从没有过这么夸张的数据。 这就会引发一个非常严肃的疑虑：拼多多的营收增长是不是用补贴换来的？也就是说根本不可持续？ 举个例子来说，大家都知道今年双十一和年货节拼多多主推了iPhone销售，价格相当低廉，并且不是假货（国行带发票）。 但问题是，不断有人爆料说拼多多这个iPhone的价格甚至比华强北的二","images":[{"img":"https://static.tigerbbs.com/affccd2c5481bd4e407efe08e6ae6a7e"},{"img":"https://static.tigerbbs.com/74cb4f66f8e3621a45914bb629ed079b"},{"img":"https://static.tigerbbs.com/44475334abca367003957d54488632bd"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426381","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426258,"gmtCreate":1552484131478,"gmtModify":1704792655041,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$拼多多(PDD)$财报业绩大涨，为啥股票大跌啊","listText":"$拼多多(PDD)$财报业绩大涨，为啥股票大跌啊","text":"$拼多多(PDD)$财报业绩大涨，为啥股票大跌啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/426258","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3477206137549496","authorId":"3477206137549496","name":"小心点呀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3477206137549496","authorIdStr":"3477206137549496"},"content":"因为增速放缓了 互联网泡沫太多 明年的增速会更少","text":"因为增速放缓了 互联网泡沫太多 明年的增速会更少","html":"因为增速放缓了 互联网泡沫太多 明年的增速会更少"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424984,"gmtCreate":1552405989272,"gmtModify":1704792502147,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$趣头条(QTT)$止盈止损都是非常有必要的！已抛。","listText":"$趣头条(QTT)$止盈止损都是非常有必要的！已抛。","text":"$趣头条(QTT)$止盈止损都是非常有必要的！已抛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424984","isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423252,"gmtCreate":1552313730856,"gmtModify":1704792291792,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$趣头条(QTT)$庄玩的好啊，上下全看他心情了！","listText":"$趣头条(QTT)$庄玩的好啊，上下全看他心情了！","text":"$趣头条(QTT)$庄玩的好啊，上下全看他心情了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/423252","isVote":1,"tweetType":1,"viewCount":2197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":418557,"gmtCreate":1551890601105,"gmtModify":1704791740078,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$趣头条(QTT)$今晚庄看来是洗洗睡了～","listText":"$趣头条(QTT)$今晚庄看来是洗洗睡了～","text":"$趣头条(QTT)$今晚庄看来是洗洗睡了～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418557","isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":993571903,"gmtCreate":1564152657502,"gmtModify":1704706727427,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;我有个事不明白，拼多多的资金走向大中小单都是往外流出，为啥股价还能涨呢？","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;我有个事不明白，拼多多的资金走向大中小单都是往外流出，为啥股价还能涨呢？","text":"$拼多多(PDD)$ 我有个事不明白，拼多多的资金走向大中小单都是往外流出，为啥股价还能涨呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/993571903","isVote":1,"tweetType":1,"viewCount":3553,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521767318370647","authorId":"3521767318370647","name":"蹦蹦跳跳","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3521767318370647","authorIdStr":"3521767318370647"},"content":"资金流向有两种计算方式，一是按股价变动计算，二是按买卖主动性计算。老虎采用的是第一种方式。","text":"资金流向有两种计算方式，一是按股价变动计算，二是按买卖主动性计算。老虎采用的是第一种方式。","html":"资金流向有两种计算方式，一是按股价变动计算，二是按买卖主动性计算。老虎采用的是第一种方式。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900156600,"gmtCreate":1555508993600,"gmtModify":1704798924177,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$拼多多(PDD)$看来没那么容易好反弹啊，","listText":"$拼多多(PDD)$看来没那么容易好反弹啊，","text":"$拼多多(PDD)$看来没那么容易好反弹啊，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/900156600","isVote":1,"tweetType":1,"viewCount":4018,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"content":"莫慌，玩的就是耐心","text":"莫慌，玩的就是耐心","html":"莫慌，玩的就是耐心"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995580644,"gmtCreate":1566221811288,"gmtModify":1704713865568,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>&nbsp;这几天，天天看着大盘涨，不敢上车[捂脸]&nbsp;[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>&nbsp;这几天，天天看着大盘涨，不敢上车[捂脸]&nbsp;[捂脸]&nbsp;","text":"$道琼斯(.DJI)$ 这几天，天天看着大盘涨，不敢上车[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/995580644","isVote":1,"tweetType":1,"viewCount":4625,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506153078214938","authorId":"3506153078214938","name":"雪崩","avatar":"https://static.tigerbbs.com/51161e985eca732d547e36570f5522dc","crmLevel":1,"crmLevelSwitch":0,"idStr":"3506153078214938","authorIdStr":"3506153078214938"},"content":"其实是可以短多的，到282阻力位，就回涨一些。但涨跌都非常极端，不好把握。动不动高开低开，1个点起，做多做空第二天打脸。大家都难受。","text":"其实是可以短多的，到282阻力位，就回涨一些。但涨跌都非常极端，不好把握。动不动高开低开，1个点起，做多做空第二天打脸。大家都难受。","html":"其实是可以短多的，到282阻力位，就回涨一些。但涨跌都非常极端，不好把握。动不动高开低开，1个点起，做多做空第二天打脸。大家都难受。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426258,"gmtCreate":1552484131478,"gmtModify":1704792655041,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$拼多多(PDD)$财报业绩大涨，为啥股票大跌啊","listText":"$拼多多(PDD)$财报业绩大涨，为啥股票大跌啊","text":"$拼多多(PDD)$财报业绩大涨，为啥股票大跌啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/426258","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3477206137549496","authorId":"3477206137549496","name":"小心点呀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3477206137549496","authorIdStr":"3477206137549496"},"content":"因为增速放缓了 互联网泡沫太多 明年的增速会更少","text":"因为增速放缓了 互联网泡沫太多 明年的增速会更少","html":"因为增速放缓了 互联网泡沫太多 明年的增速会更少"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":993220922,"gmtCreate":1564070459966,"gmtModify":1704706552582,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;感觉没有庄了，这只股终于价值回归了～","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;感觉没有庄了，这只股终于价值回归了～","text":"$拼多多(PDD)$ 感觉没有庄了，这只股终于价值回归了～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/993220922","isVote":1,"tweetType":1,"viewCount":3921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":418557,"gmtCreate":1551890601105,"gmtModify":1704791740078,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$趣头条(QTT)$今晚庄看来是洗洗睡了～","listText":"$趣头条(QTT)$今晚庄看来是洗洗睡了～","text":"$趣头条(QTT)$今晚庄看来是洗洗睡了～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418557","isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426552,"gmtCreate":1552487714449,"gmtModify":1704792695272,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$拼多多(PDD)$我今天做多也是疯了","listText":"$拼多多(PDD)$我今天做多也是疯了","text":"$拼多多(PDD)$我今天做多也是疯了","images":[{"img":"https://static.tigerbbs.com/4b3b7b47a10b89fe5c41127b4bf9726c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426552","isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":423252,"gmtCreate":1552313730856,"gmtModify":1704792291792,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$趣头条(QTT)$庄玩的好啊，上下全看他心情了！","listText":"$趣头条(QTT)$庄玩的好啊，上下全看他心情了！","text":"$趣头条(QTT)$庄玩的好啊，上下全看他心情了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/423252","isVote":1,"tweetType":1,"viewCount":2197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865285453,"gmtCreate":1632987952932,"gmtModify":1632987952932,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"这篇文章不错，转发给大家","listText":"这篇文章不错，转发给大家","text":"这篇文章不错，转发给大家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865285453","repostId":"865851460","repostType":1,"repost":{"id":865851460,"gmtCreate":1632969346239,"gmtModify":1633020526393,"author":{"id":"3536666089994439","authorId":"3536666089994439","name":"果盘","avatar":"https://static.tigerbbs.com/5813607fe47cfc8736c0eef05de62372","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536666089994439","authorIdStr":"3536666089994439"},"themes":[],"title":"期权入门系列教程（二）：买期权的概念以及注意事项","htmlText":"上篇文章我们讲了期权的基本概念：到期日、行权价、权利金。 传送门：<a href=\"https://laohu8.com/TW/868345553\" target=\"_blank\">期权入门系列教程（一）：什么是期权？</a> 本期我们聊期权的状态和买期权的相关事项。期权根据行权价的不同，可以分为实值期权、平价期权和虚值期权。期权的三种状态如果是看涨期权，股票的价格大于行权价，就表示当前期权处于实值期权状态；股票的价格等于行权价，表示当前期权是平价期权；股票价格小于行权价，表示当前期权处于虚值期权状态。看跌期权则是正好反过来，股票价格小于行权价，表示处于实值期权状态；股票价格大于行权价，表示处于虚值期权状态；股票价格等于行权价也是表示平价期权。有点乱，是吧？没关系，我们先来看下为什么这样规定呢？其实，期权从字面上理解就是：有期限的权利。如果买了一张期权，就表示在这个期权到期日之前你获得了一种权利。没错，就是权利，你只要行权，别人就必须无条件执行，你付出的代价就是购买这张期权花费的价格，也就是权利金。买入看涨期权的权利是：在到期日之前以该期权的行权价买入对应股票的权利。举个例子，如果你买了10月1日到期，行权价在$40的1张NIO看涨期权，那就意味着在10月1日之前，你都可以行权，以单价$40，买入100股NIO股票，也就是花$4000（$40*100）买入nio的股票。如果你持有这张期权，会在什么情况下行权？一定是NIO股价大于$40的时候才会去行权，如果股价小于$40，直接在市场上买就好了，干嘛要行权来花更贵的价格来买入股票呢。买入看跌期权的权利是：在到期日之前已该期权的行权价卖出对应股票的权利。同样，如果你买了10月1日到期，行权价在$40的1张NIO看涨期权，那就意味着在10月1日之前，你都可以行权，以单价$40，卖出100股NIO股票，也就是账户收入增加$4000（","listText":"上篇文章我们讲了期权的基本概念：到期日、行权价、权利金。 传送门：<a href=\"https://laohu8.com/TW/868345553\" target=\"_blank\">期权入门系列教程（一）：什么是期权？</a> 本期我们聊期权的状态和买期权的相关事项。期权根据行权价的不同，可以分为实值期权、平价期权和虚值期权。期权的三种状态如果是看涨期权，股票的价格大于行权价，就表示当前期权处于实值期权状态；股票的价格等于行权价，表示当前期权是平价期权；股票价格小于行权价，表示当前期权处于虚值期权状态。看跌期权则是正好反过来，股票价格小于行权价，表示处于实值期权状态；股票价格大于行权价，表示处于虚值期权状态；股票价格等于行权价也是表示平价期权。有点乱，是吧？没关系，我们先来看下为什么这样规定呢？其实，期权从字面上理解就是：有期限的权利。如果买了一张期权，就表示在这个期权到期日之前你获得了一种权利。没错，就是权利，你只要行权，别人就必须无条件执行，你付出的代价就是购买这张期权花费的价格，也就是权利金。买入看涨期权的权利是：在到期日之前以该期权的行权价买入对应股票的权利。举个例子，如果你买了10月1日到期，行权价在$40的1张NIO看涨期权，那就意味着在10月1日之前，你都可以行权，以单价$40，买入100股NIO股票，也就是花$4000（$40*100）买入nio的股票。如果你持有这张期权，会在什么情况下行权？一定是NIO股价大于$40的时候才会去行权，如果股价小于$40，直接在市场上买就好了，干嘛要行权来花更贵的价格来买入股票呢。买入看跌期权的权利是：在到期日之前已该期权的行权价卖出对应股票的权利。同样，如果你买了10月1日到期，行权价在$40的1张NIO看涨期权，那就意味着在10月1日之前，你都可以行权，以单价$40，卖出100股NIO股票，也就是账户收入增加$4000（","text":"上篇文章我们讲了期权的基本概念：到期日、行权价、权利金。 传送门：期权入门系列教程（一）：什么是期权？ 本期我们聊期权的状态和买期权的相关事项。期权根据行权价的不同，可以分为实值期权、平价期权和虚值期权。期权的三种状态如果是看涨期权，股票的价格大于行权价，就表示当前期权处于实值期权状态；股票的价格等于行权价，表示当前期权是平价期权；股票价格小于行权价，表示当前期权处于虚值期权状态。看跌期权则是正好反过来，股票价格小于行权价，表示处于实值期权状态；股票价格大于行权价，表示处于虚值期权状态；股票价格等于行权价也是表示平价期权。有点乱，是吧？没关系，我们先来看下为什么这样规定呢？其实，期权从字面上理解就是：有期限的权利。如果买了一张期权，就表示在这个期权到期日之前你获得了一种权利。没错，就是权利，你只要行权，别人就必须无条件执行，你付出的代价就是购买这张期权花费的价格，也就是权利金。买入看涨期权的权利是：在到期日之前以该期权的行权价买入对应股票的权利。举个例子，如果你买了10月1日到期，行权价在$40的1张NIO看涨期权，那就意味着在10月1日之前，你都可以行权，以单价$40，买入100股NIO股票，也就是花$4000（$40*100）买入nio的股票。如果你持有这张期权，会在什么情况下行权？一定是NIO股价大于$40的时候才会去行权，如果股价小于$40，直接在市场上买就好了，干嘛要行权来花更贵的价格来买入股票呢。买入看跌期权的权利是：在到期日之前已该期权的行权价卖出对应股票的权利。同样，如果你买了10月1日到期，行权价在$40的1张NIO看涨期权，那就意味着在10月1日之前，你都可以行权，以单价$40，卖出100股NIO股票，也就是账户收入增加$4000（","images":[{"img":"https://static.tigerbbs.com/a57fd0c3d71496daf02013f86cf5c356","width":"1920","height":"1080"},{"img":"https://static.tigerbbs.com/750944a4e6b3a14364a8ad2c76194836","width":"1920","height":"1080"},{"img":"https://static.tigerbbs.com/837a150c2224de7c79e95494f76a9148","width":"1920","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865851460","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937168913,"gmtCreate":1574822336032,"gmtModify":1704728593993,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/600958\">$东方证券(600958)$</a>&nbsp;这里好安静","listText":"<a href=\"https://laohu8.com/S/600958\">$东方证券(600958)$</a>&nbsp;这里好安静","text":"$东方证券(600958)$ 这里好安静","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937168913","isVote":1,"tweetType":1,"viewCount":2862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900229243,"gmtCreate":1555599563482,"gmtModify":1704799292384,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$趣头条(QTT)$这个量啊，，","listText":"$趣头条(QTT)$这个量啊，，","text":"$趣头条(QTT)$这个量啊，，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/900229243","isVote":1,"tweetType":1,"viewCount":2724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424984,"gmtCreate":1552405989272,"gmtModify":1704792502147,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"$趣头条(QTT)$止盈止损都是非常有必要的！已抛。","listText":"$趣头条(QTT)$止盈止损都是非常有必要的！已抛。","text":"$趣头条(QTT)$止盈止损都是非常有必要的！已抛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424984","isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412047322763416,"gmtCreate":1741617950612,"gmtModify":1741617952567,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"那多少价格才可能到底[微笑]&nbsp;&nbsp;，100？90？","listText":"那多少价格才可能到底[微笑]&nbsp;&nbsp;，100？90？","text":"那多少价格才可能到底[微笑] ，100？90？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412047322763416","repostId":"412043180552384","repostType":1,"repost":{"id":412043180552384,"gmtCreate":1741617219733,"gmtModify":1741617221349,"author":{"id":"3568859459441085","authorId":"3568859459441085","name":"周半仙","avatar":"https://static.tigerbbs.com/8da069ac29d206f36f413f12773c3379","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568859459441085","authorIdStr":"3568859459441085"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 我要说达子还没见底，肯定很多人不信","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 我要说达子还没见底，肯定很多人不信","text":"$英伟达(NVDA)$ 我要说达子还没见底，肯定很多人不信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412043180552384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630081041,"gmtCreate":1642637467398,"gmtModify":1642637467398,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"吹吧，吹了这么多年慢牛！","listText":"吹吧，吹了这么多年慢牛！","text":"吹吧，吹了这么多年慢牛！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630081041","repostId":"2204038810","repostType":4,"isVote":1,"tweetType":1,"viewCount":2741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694144293,"gmtCreate":1641885256908,"gmtModify":1641885256908,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"文章不错，转给大家看看","listText":"文章不错，转给大家看看","text":"文章不错，转给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694144293","repostId":"694124850","repostType":1,"repost":{"id":694124850,"gmtCreate":1641874379365,"gmtModify":1641878578261,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3468322318173915","authorIdStr":"3468322318173915"},"themes":[],"title":"","htmlText":"\n \n \n  美股分析：惊！大盘出现见顶信号——标题党。\n \n","listText":"美股分析：惊！大盘出现见顶信号——标题党。","text":"美股分析：惊！大盘出现见顶信号——标题党。","images":[{"img":"https://static.tigerbbs.com/12b8752ea12e3c2780c8f9699ae7c912","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694124850","isVote":1,"tweetType":2,"object":{"id":"535694e157e94e2e87e8f328a2e4aad1","tweetId":"694124850","title":"美股分析：惊！大盘出现见顶信号——标题党。","videoUrl":"http://v.tigerbbs.com/1641874373854fe1c82dc82eb59885e7cc904af5fb542.mp4","poster":"https://static.tigerbbs.com/12b8752ea12e3c2780c8f9699ae7c912","shareLink":"http://v.tigerbbs.com/1641874373854fe1c82dc82eb59885e7cc904af5fb542.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":965246304,"gmtCreate":1584020467508,"gmtModify":1704352543931,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>&nbsp;历史时刻的见证者！又熔断了，，美股牛市彻底结束了！","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>&nbsp;历史时刻的见证者！又熔断了，，美股牛市彻底结束了！","text":"$道琼斯(.DJI)$ 历史时刻的见证者！又熔断了，，美股牛市彻底结束了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/965246304","isVote":1,"tweetType":1,"viewCount":2972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426481,"gmtCreate":1552486742568,"gmtModify":1704792686042,"author":{"id":"3495599831980327","authorId":"3495599831980327","name":"紫杉资本","avatar":"https://static.tigerbbs.com/3b1a3aa056310b0439063c666eaa1d72","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3495599831980327","authorIdStr":"3495599831980327"},"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/426481","repostId":"426381","repostType":1,"repost":{"id":426381,"gmtCreate":1552485449807,"gmtModify":1744960415493,"author":{"id":"16180209980775","authorId":"16180209980775","name":"九格","avatar":"https://static.tigerbbs.com/9b7351b7dca167cbf31dfae7714bb158","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"16180209980775","authorIdStr":"16180209980775"},"themes":[],"title":"拼多多Q4越亏越多，还是没有击败争议","htmlText":"在<a href=\"https://laohu8.com/TW/424058\" target=\"_blank\">财报前瞻</a>里也说过，拼多多$(PDD)$这次预期被瑞银的报告拉得很高。 此前大家都认为它竞争力大不如阿里$(BABA)$，也许能战一战京东$(JD)$，但是淘宝是没戏的，而瑞银却说拼多多数年内可以赶上淘宝，所以市场对本次财报的预期就一下飙升了。 但看股价表现也知道，显然这种胃口没有被满足。 1.用户数据：增速没有明显提升 如图，MAU今年以来环比增速一直在18%附近，12个月活跃买家增速也持续下滑。 一方面，理智的看，体量这么大了还要大涨是不现实的，这并不说明拼多多表现不好。 但是另一方面来说，“用户超高速增长”是拼多多最大的光环，加上瑞银“三年后赶上阿里”的预测，显然这个数据满足不了投资者的胃口。 并且更重要的是，拼多多如今并没有扭亏，如果这就脱离了“高速增长”的轨道，预期是否要大打折扣？ 2.财务数据：营收大涨，但支出也大涨 从收入端来看，无论是年平均消费支出，还是GMV和营收，拼多多都表现良好： 但盈利数据却诉说了另外一个故事： 如上图，事实上拼多多财务失血得厉害。 当然，问题肯定出在成本端。 具体来说，营业成本保持稳定（占营收比例本季度变化不大），“三费”中研发和行政管理支出同样稳定，罪魁祸首是营销支出： 如图，拼多多的营销支出/营收一直保持在惊人的高位，本季度甚至超过了营收。 要知道这并不是电商的常态，即使我们不去对比有自营业务的京东，同样做平台的阿里也从没有过这么夸张的数据。 这就会引发一个非常严肃的疑虑：拼多多的营收增长是不是用补贴换来的？也就是说根本不可持续？ 举个例子来说，大家都知道今年双十一和年货节拼多多主推了iPhone销售，价格相当低廉，并且不是假货（国行带发票）。 但问题是，不断有人爆料说拼多多这个iPhone的价格甚至比华强北的二","listText":"在<a href=\"https://laohu8.com/TW/424058\" target=\"_blank\">财报前瞻</a>里也说过，拼多多$(PDD)$这次预期被瑞银的报告拉得很高。 此前大家都认为它竞争力大不如阿里$(BABA)$，也许能战一战京东$(JD)$，但是淘宝是没戏的，而瑞银却说拼多多数年内可以赶上淘宝，所以市场对本次财报的预期就一下飙升了。 但看股价表现也知道，显然这种胃口没有被满足。 1.用户数据：增速没有明显提升 如图，MAU今年以来环比增速一直在18%附近，12个月活跃买家增速也持续下滑。 一方面，理智的看，体量这么大了还要大涨是不现实的，这并不说明拼多多表现不好。 但是另一方面来说，“用户超高速增长”是拼多多最大的光环，加上瑞银“三年后赶上阿里”的预测，显然这个数据满足不了投资者的胃口。 并且更重要的是，拼多多如今并没有扭亏，如果这就脱离了“高速增长”的轨道，预期是否要大打折扣？ 2.财务数据：营收大涨，但支出也大涨 从收入端来看，无论是年平均消费支出，还是GMV和营收，拼多多都表现良好： 但盈利数据却诉说了另外一个故事： 如上图，事实上拼多多财务失血得厉害。 当然，问题肯定出在成本端。 具体来说，营业成本保持稳定（占营收比例本季度变化不大），“三费”中研发和行政管理支出同样稳定，罪魁祸首是营销支出： 如图，拼多多的营销支出/营收一直保持在惊人的高位，本季度甚至超过了营收。 要知道这并不是电商的常态，即使我们不去对比有自营业务的京东，同样做平台的阿里也从没有过这么夸张的数据。 这就会引发一个非常严肃的疑虑：拼多多的营收增长是不是用补贴换来的？也就是说根本不可持续？ 举个例子来说，大家都知道今年双十一和年货节拼多多主推了iPhone销售，价格相当低廉，并且不是假货（国行带发票）。 但问题是，不断有人爆料说拼多多这个iPhone的价格甚至比华强北的二","text":"在财报前瞻里也说过，拼多多$(PDD)$这次预期被瑞银的报告拉得很高。 此前大家都认为它竞争力大不如阿里$(BABA)$，也许能战一战京东$(JD)$，但是淘宝是没戏的，而瑞银却说拼多多数年内可以赶上淘宝，所以市场对本次财报的预期就一下飙升了。 但看股价表现也知道，显然这种胃口没有被满足。 1.用户数据：增速没有明显提升 如图，MAU今年以来环比增速一直在18%附近，12个月活跃买家增速也持续下滑。 一方面，理智的看，体量这么大了还要大涨是不现实的，这并不说明拼多多表现不好。 但是另一方面来说，“用户超高速增长”是拼多多最大的光环，加上瑞银“三年后赶上阿里”的预测，显然这个数据满足不了投资者的胃口。 并且更重要的是，拼多多如今并没有扭亏，如果这就脱离了“高速增长”的轨道，预期是否要大打折扣？ 2.财务数据：营收大涨，但支出也大涨 从收入端来看，无论是年平均消费支出，还是GMV和营收，拼多多都表现良好： 但盈利数据却诉说了另外一个故事： 如上图，事实上拼多多财务失血得厉害。 当然，问题肯定出在成本端。 具体来说，营业成本保持稳定（占营收比例本季度变化不大），“三费”中研发和行政管理支出同样稳定，罪魁祸首是营销支出： 如图，拼多多的营销支出/营收一直保持在惊人的高位，本季度甚至超过了营收。 要知道这并不是电商的常态，即使我们不去对比有自营业务的京东，同样做平台的阿里也从没有过这么夸张的数据。 这就会引发一个非常严肃的疑虑：拼多多的营收增长是不是用补贴换来的？也就是说根本不可持续？ 举个例子来说，大家都知道今年双十一和年货节拼多多主推了iPhone销售，价格相当低廉，并且不是假货（国行带发票）。 但问题是，不断有人爆料说拼多多这个iPhone的价格甚至比华强北的二","images":[{"img":"https://static.tigerbbs.com/affccd2c5481bd4e407efe08e6ae6a7e"},{"img":"https://static.tigerbbs.com/74cb4f66f8e3621a45914bb629ed079b"},{"img":"https://static.tigerbbs.com/44475334abca367003957d54488632bd"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426381","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}