天域之外的个人主页 - 老虎社区

天域之外

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2020-05-09

感觉下一步是不是开始大规模通货膨胀了

抱歉，原内容已删除

2020-04-29

$吉利德科学(GILD)$这是疫苗吗？只是治疗有效的话，对人体的损伤还是不可逆的啊啊。

2020-03-26

美国这疫情发展有点看不懂了。都快到全球第一了

抱歉，原内容已删除

2020-03-19

$特斯拉(TSLA)$天天暴涨暴跌

2020-03-10

$Inovio Pharmaceuticals Inc(INO)$看不懂这玩的

2020-02-18

反正就买些和疫情有关的股，放着。其他不敢碰，怕跌跌不休

港股大跌，A股飘红，谁错了？

2019-02-06

$通用汽车(GM)$ 价格要蹦吗，财报有啥问题吗？又知道的吗

2019-01-17

$趣头条(QTT)$一直都没空票

2018-12-04

$哔哩哔哩(BILI)$T 0的次数多久刷新

2018-11-29

$哔哩哔哩(BILI)$这股票有毒吧

2018-11-15

$搜狗(SOGO)$最近是有什么利好吗？

2018-10-22

$陌陌(MOMO)$感觉价格是中国人自己玩上去的

2018-10-16

$虎牙(HUYA)$资金都在出，咋还是涨的呢

2018-10-15

$猎豹移动(CMCM)$这股咋了，一点交易量都没

2018-10-13

一元左右股票真恐怖

$Auris Medical Holding AG(EARS)$一元左右的股票看着好恐怖，容易大涨大跌

一元左右股票真恐怖

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href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>这是疫苗吗？只是治疗有效的话，对人体的损伤还是不可逆的啊啊。","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>这是疫苗吗？只是治疗有效的话，对人体的损伤还是不可逆的啊啊。","text":"$吉利德科学(GILD)$这是疫苗吗？只是治疗有效的话，对人体的损伤还是不可逆的啊啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/924033716","isVote":1,"tweetType":1,"viewCount":4185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929913474,"gmtCreate":1585196905198,"gmtModify":1704357325441,"author":{"id":"3497215255019392","authorId":"3497215255019392","name":"天域之外","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497215255019392","authorIdStr":"3497215255019392"},"themes":[],"htmlText":"美国这疫情发展有点看不懂了。都快到全球第一了","listText":"美国这疫情发展有点看不懂了。都快到全球第一了","text":"美国这疫情发展有点看不懂了。都快到全球第一了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929913474","repostId":"1197530447","repostType":4,"isVote":1,"tweetType":1,"viewCount":2289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967272931,"gmtCreate":1584627438623,"gmtModify":1704355370408,"author":{"id":"3497215255019392","authorId":"3497215255019392","name":"天域之外","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497215255019392","authorIdStr":"3497215255019392"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>天天暴涨暴跌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>天天暴涨暴跌","text":"$特斯拉(TSLA)$天天暴涨暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967272931","isVote":1,"tweetType":1,"viewCount":2827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":988014110,"gmtCreate":1583848674030,"gmtModify":1704351244052,"author":{"id":"3497215255019392","authorId":"3497215255019392","name":"天域之外","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497215255019392","authorIdStr":"3497215255019392"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>看不懂这玩的","listText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>看不懂这玩的","text":"$Inovio Pharmaceuticals Inc(INO)$看不懂这玩的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/988014110","isVote":1,"tweetType":1,"viewCount":3075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917483861,"gmtCreate":1582035317053,"gmtModify":1704345546272,"author":{"id":"3497215255019392","authorId":"3497215255019392","name":"天域之外","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497215255019392","authorIdStr":"3497215255019392"},"themes":[],"htmlText":"反正就买些和疫情有关的股，放着。其他不敢碰，怕跌跌不休","listText":"反正就买些和疫情有关的股，放着。其他不敢碰，怕跌跌不休","text":"反正就买些和疫情有关的股，放着。其他不敢碰，怕跌跌不休","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917483861","repostId":"1153802934","repostType":4,"repost":{"id":"1153802934","kind":"news","pubTimestamp":1582031989,"share":"https://ttm.financial/m/news/1153802934?lang=&edition=full","pubTime":"2020-02-18 21:19","market":"hk","language":"zh","title":"港股大跌，A股飘红，谁错了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1153802934","media":"格隆汇","summary":"可以说港股是对的，因为港股一直就是如此理性，理性的让人觉得可怕，它不愿意担一丝的不确定性。","content":"<p><span>作者 |&nbsp;汉阳树</span></p>\n<p><span>最近的行情涨得让人目瞪口呆，无论是A股，还是港股，还是美股，当然，最夸张还是要属我们的创业板，涨得简直让人忘记了疫情这件事。</span></p>\n<p><b><span>但今天出现了不和谐的声音，今天港A分道扬镳了。</span></b><span>港股大跌1.54%，结束了2月3日以来的反弹，A股上午虽然跌了，但下午还是飘红了，创业板更是大涨1个点，牛气不减。</span></p>\n<p><img src=\"https://static.tigerbbs.com/66346cb263da8ea512caf3764e5a0336\"></p>\n<p><span>其实今天与A股分道扬镳的，还不只是港股，日股跌了1.4%，韩股跌了1.48%，欧洲这会也是绿的，美股看期指，今晚难逃低开。</span></p>\n<p><span>我们知道，这波行情让人目瞪口呆（由此也可见，市场的学习效率，A股被教育了近30年，港股美股都是百年，市场应对这类事件已经不是小孩子了），不断上扬的收益，固然让人觉得美好，却同时让人觉得惴惴不安：谁都知道美好总是短暂的。</span></p>\n<p><span>那么，</span><span><b>今天的分道扬镳，究竟谁错了呢？</b></span></p>\n<p><span>1</span></p>\n<p><span>要弄清楚这个问题，先要揪出今天海外普跌的罪魁祸首。</span></p>\n<p><span>导致今天海外普跌的原因，是国外疫情失控吗？没看到明显的证据，我觉得像中国这样重要的经济体，市场都扛过了，疫情对市场来说，已经不够刺激了。</span></p>\n<p><span>那当下还有什么？</span></p>\n<p><b><span>从恒指成分股来看，今天跌得最猛的就是舜宇和瑞声，电子板块。</span></b><span>正好，今天<a href=\"https://laohu8.com/S/AAPL\">苹果</a>发了一个指引，它预计公司一季度的收入会低于之前的指引，上个月苹果说一季度销售收入在630亿到670亿美元之间。苹果也是第一家美国公司，称业绩将受疫情影响而低于之前预期。</span><b><span>苹果如此，其他手机厂商也不会好到哪去。</span></b></p>\n<p><span>但是，我觉得苹果的这一指引不应过分夸大，因为这个影响，应该在预料之中。就拿我们的这个春运量来看，一方面断了苹果的需求，一方面影响苹果的供应链。所以，这一指引并不是什么新鲜的东西，只不过就是苹果官方确认了一下。</span></p>\n<p><img src=\"https://static.tigerbbs.com/6f1f50bc8781e0ee0ddba093dd6e1398\"></p>\n<p><span>注意另外一个东西，</span><span><b>今天除了股市跌外，人民币也跌了，重新跌破了7。</b></span></p>\n<p><img src=\"https://static.tigerbbs.com/f4388dfa1c553cd92b3a90bb9b9a7d36\"></p>\n<p><b><span>跟人民币有关的，自然而然会想到中美。</span></b></p>\n<p><span>梳理一下这周的信息，果然，美国的动作很多。</span></p>\n<p><b><span>第一件事，</span></b><span>这件事上周日就有了，特朗普政府正在考虑停止LEAP 1C飞机发动机对中国的销售。LEAP 1C是GE跟法国的SAFRAN合资的一家公司的产品，专门为生产C919中型客机而设计，而且是目前C919唯一发动机供应。也就是说，如果LEAP 1C发动机停售，C919的生产可能无限期停摆。</span></p>\n<p><b><span>第二件事</span></b><span>，昨天早上我就看到了，但似乎今天才传起来，就是美国取消了25个经济体的WTO发展中国家优惠待遇，其中包括中国和中国香港，这标志着往后在与中国的贸易中，可能就不再适用“特殊和差别待遇”，而按照发达国家标准进行。</span></p>\n<p><b><span>第三件事，</span></b><span>昨天晚上的事，据相关报道，美国商务部正在起草对所谓外国直接产品规定进行调整的计划，这一规定限制外国企业将美国技术用于军事或国家安全产品。根据知情人士，如果这一调整通过，世界各地的芯片企业要在获得美国商务部的允许下，才能使用美国设备生产供应给华为的芯片。很明显，非常直观的，如果这一调整通过，<a href=\"https://laohu8.com/S/TSM\">台积电</a>向华为提供芯片将受限。可以看出，这一新举措目标明确，就是试图通过这些措施，切断中国在关键半导体技术的渠道。</span></p>\n<p><span>所以，我觉得今天，苹果的情绪因素有，但中美关系的微妙同样不容低估。</span></p>\n<p><span>2</span></p>\n<p><span>面对这一不确定性，港股与A股的表现完全不同。</span></p>\n<p><span>港股比较老实，如果美国趁火打劫，影响还是有的，所以先跌再说。</span></p>\n<p><span>热门的股票里，舜宇跌得比较多，瑞声跌得比较多，另外引人注意的就是<a href=\"https://laohu8.com/S/00981\">中芯国际</a>，今天一度扑街了10个点。说起来也有意思，看最近的投行报告，几乎所有的外资行都看空中芯国际，几乎所有的内资行都看好中芯，这种分歧，宛如当年的<a href=\"https://laohu8.com/S/601633\">长城汽车</a>。</span></p>\n<p><b><span>另外，港股的基本仓<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌了2%，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>跌了2.78%。</span></b></p>\n<p><span>A股就完全不同了，比如昨天传可能停售发动机，大飞机板块几乎涨停。</span><b><span>这就是大A的逻辑，你停售，我国产替代。</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/f23240a0357ad89a12b8ebb95f0c01fe\"></p>\n<p><span>至于今天，一个中芯倒下了，下午几乎是千万个A股中芯站起来了，你限制，我国产替代。</span></p>\n<p><img src=\"https://static.tigerbbs.com/5972199c47787e13c05a9ce91308d1f1\"></p>\n<p><span>还比如，稀土，基本每次中美关系起微妙变化时，稀土都要涨波，言下之意，来而不往非礼也。</span></p>\n<p><img src=\"https://static.tigerbbs.com/22a412993c90f28569b50451bc43e3e6\"></p>\n<p><span>相比港股的老实，A股的逻辑洋溢着可爱的乐观，这也并非坏事，因为早晚，主动或被迫，我们都要走向国产替代这条路，最终一定是有大鱼走出来，即使会死掉无数的小鱼。</span></p>\n<p><b><span>只是乐观归乐观，可爱归可爱，一个阶段只能支撑一个阶段的估值，太过了，清算就会来临。A股的乐观取决于央妈的水，以及事态发展的程度。</span></b></p>\n<p><span>3</span></p>\n<p><b><span>央妈的水应该是不用太担心的，后天是LPR报价形成日，从之前的MLF执行利率看，LPR下降是大概率事件。</span></b></p>\n<p><span>而从2月15日，央妈在应对疫情联防机制新闻发布会上的表态看，央妈承认有通胀压力，但表示中国绝对不会出现大规模通胀，这表明央妈对通胀的容忍度会提高，宽松的货币政策不会马上转向。</span></p>\n<p><span>那中美关系呢？</span></p>\n<p><span>疫情期间，美国仍然在搞事，大有趁火打劫的意思。这也再次表明，中美的关系再无可能回到从前，这不是一个短期的结论，而是未来很长一段时间的结论。</span></p>\n<p><span>其实认识到这点后，一切也不会是那么糟糕。</span></p>\n<p><b><span>需知美国并不是铁板一块，在高呼整体的国家利益背后，其实是各个分裂的利益。</span></b><span>切断中国关键技术的接触，是政客满足选民的需求，实现的是政客的利益，而非整个美国人的利益。</span></p>\n<p><span>就好比美国政府想停售发动机，GE就提出抗议了，因为这损害了它的经济利益，而发动机另一主人SAFRAN背后的法国政府也不大可能答应。所以，我们要做的，就是把朋友搞得多多的。</span></p>\n<p><span>另外一点，打铁最终是需要自身硬。疫情本是内忧，如果美国借机生事，可以说是又增了一道外患。内忧外患之下，只有内部深化改革，释放出新的红利。这点上，央妈放水是远远不够的。</span></p>\n<p><b><span>所以，可以说港股是对的，因为港股一直就是如此理性，理性的让人觉得可怕，它不愿意担一丝的不确定性。</span></b></p>\n<p><span>但也可以说A股是对的，因为A股相信，相信央妈会进一步放水，相信主动或被迫下的政策利好会发生，相信国运下的国产替代一定会发生。当然，最主要还是第一个相信，第二个相信里的政策释放至少会延续到两会。</span></p>\n<p><span>只有当这一相信开始逆转，或者估值已经高到这些信仰都无法覆盖的时候，A股才会由乐观转向恐慌，目前还没看到这一迹象。</span></p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股大跌，A股飘红，谁错了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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港股大跌，A股飘红，谁错了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-18 21:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/348361><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 汉阳树\n最近的行情涨得让人目瞪口呆，无论是A股，还是港股，还是美股，当然，最夸张还是要属我们的创业板，涨得简直让人忘记了疫情这件事。\n但今天出现了不和谐的声音，今天港A分道扬镳了。港股大跌1.54%，结束了2月3日以来的反弹，A股上午虽然跌了，但下午还是飘红了，创业板更是大涨1个点，牛气不减。\n\n其实今天与A股分道扬镳的，还不只是港股，日股跌了1.4%，韩股跌了1.48%，欧洲这会也是绿...</p>\n\n<a href=\"https://www.gelonghui.com/p/348361\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/06098b48e39bd8440d2f72717a1ba5a0","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"https://www.gelonghui.com/p/348361","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1153802934","content_text":"作者 | 汉阳树\n最近的行情涨得让人目瞪口呆，无论是A股，还是港股，还是美股，当然，最夸张还是要属我们的创业板，涨得简直让人忘记了疫情这件事。\n但今天出现了不和谐的声音，今天港A分道扬镳了。港股大跌1.54%，结束了2月3日以来的反弹，A股上午虽然跌了，但下午还是飘红了，创业板更是大涨1个点，牛气不减。\n\n其实今天与A股分道扬镳的，还不只是港股，日股跌了1.4%，韩股跌了1.48%，欧洲这会也是绿的，美股看期指，今晚难逃低开。\n我们知道，这波行情让人目瞪口呆（由此也可见，市场的学习效率，A股被教育了近30年，港股美股都是百年，市场应对这类事件已经不是小孩子了），不断上扬的收益，固然让人觉得美好，却同时让人觉得惴惴不安：谁都知道美好总是短暂的。\n那么，今天的分道扬镳，究竟谁错了呢？\n1\n要弄清楚这个问题，先要揪出今天海外普跌的罪魁祸首。\n导致今天海外普跌的原因，是国外疫情失控吗？没看到明显的证据，我觉得像中国这样重要的经济体，市场都扛过了，疫情对市场来说，已经不够刺激了。\n那当下还有什么？\n从恒指成分股来看，今天跌得最猛的就是舜宇和瑞声，电子板块。正好，今天苹果发了一个指引，它预计公司一季度的收入会低于之前的指引，上个月苹果说一季度销售收入在630亿到670亿美元之间。苹果也是第一家美国公司，称业绩将受疫情影响而低于之前预期。苹果如此，其他手机厂商也不会好到哪去。\n但是，我觉得苹果的这一指引不应过分夸大，因为这个影响，应该在预料之中。就拿我们的这个春运量来看，一方面断了苹果的需求，一方面影响苹果的供应链。所以，这一指引并不是什么新鲜的东西，只不过就是苹果官方确认了一下。\n\n注意另外一个东西，今天除了股市跌外，人民币也跌了，重新跌破了7。\n\n跟人民币有关的，自然而然会想到中美。\n梳理一下这周的信息，果然，美国的动作很多。\n第一件事，这件事上周日就有了，特朗普政府正在考虑停止LEAP 1C飞机发动机对中国的销售。LEAP 1C是GE跟法国的SAFRAN合资的一家公司的产品，专门为生产C919中型客机而设计，而且是目前C919唯一发动机供应。也就是说，如果LEAP 1C发动机停售，C919的生产可能无限期停摆。\n第二件事，昨天早上我就看到了，但似乎今天才传起来，就是美国取消了25个经济体的WTO发展中国家优惠待遇，其中包括中国和中国香港，这标志着往后在与中国的贸易中，可能就不再适用“特殊和差别待遇”，而按照发达国家标准进行。\n第三件事，昨天晚上的事，据相关报道，美国商务部正在起草对所谓外国直接产品规定进行调整的计划，这一规定限制外国企业将美国技术用于军事或国家安全产品。根据知情人士，如果这一调整通过，世界各地的芯片企业要在获得美国商务部的允许下，才能使用美国设备生产供应给华为的芯片。很明显，非常直观的，如果这一调整通过，台积电向华为提供芯片将受限。可以看出，这一新举措目标明确，就是试图通过这些措施，切断中国在关键半导体技术的渠道。\n所以，我觉得今天，苹果的情绪因素有，但中美关系的微妙同样不容低估。\n2\n面对这一不确定性，港股与A股的表现完全不同。\n港股比较老实，如果美国趁火打劫，影响还是有的，所以先跌再说。\n热门的股票里，舜宇跌得比较多，瑞声跌得比较多，另外引人注意的就是中芯国际，今天一度扑街了10个点。说起来也有意思，看最近的投行报告，几乎所有的外资行都看空中芯国际，几乎所有的内资行都看好中芯，这种分歧，宛如当年的长城汽车。\n另外，港股的基本仓腾讯跌了2%，汇丰跌了2.78%。\nA股就完全不同了，比如昨天传可能停售发动机，大飞机板块几乎涨停。这就是大A的逻辑，你停售，我国产替代。\n\n至于今天，一个中芯倒下了，下午几乎是千万个A股中芯站起来了，你限制，我国产替代。\n\n还比如，稀土，基本每次中美关系起微妙变化时，稀土都要涨波，言下之意，来而不往非礼也。\n\n相比港股的老实，A股的逻辑洋溢着可爱的乐观，这也并非坏事，因为早晚，主动或被迫，我们都要走向国产替代这条路，最终一定是有大鱼走出来，即使会死掉无数的小鱼。\n只是乐观归乐观，可爱归可爱，一个阶段只能支撑一个阶段的估值，太过了，清算就会来临。A股的乐观取决于央妈的水，以及事态发展的程度。\n3\n央妈的水应该是不用太担心的，后天是LPR报价形成日，从之前的MLF执行利率看，LPR下降是大概率事件。\n而从2月15日，央妈在应对疫情联防机制新闻发布会上的表态看，央妈承认有通胀压力，但表示中国绝对不会出现大规模通胀，这表明央妈对通胀的容忍度会提高，宽松的货币政策不会马上转向。\n那中美关系呢？\n疫情期间，美国仍然在搞事，大有趁火打劫的意思。这也再次表明，中美的关系再无可能回到从前，这不是一个短期的结论，而是未来很长一段时间的结论。\n其实认识到这点后，一切也不会是那么糟糕。\n需知美国并不是铁板一块，在高呼整体的国家利益背后，其实是各个分裂的利益。切断中国关键技术的接触，是政客满足选民的需求，实现的是政客的利益，而非整个美国人的利益。\n就好比美国政府想停售发动机，GE就提出抗议了，因为这损害了它的经济利益，而发动机另一主人SAFRAN背后的法国政府也不大可能答应。所以，我们要做的，就是把朋友搞得多多的。\n另外一点，打铁最终是需要自身硬。疫情本是内忧，如果美国借机生事，可以说是又增了一道外患。内忧外患之下，只有内部深化改革，释放出新的红利。这点上，央妈放水是远远不够的。\n所以，可以说港股是对的，因为港股一直就是如此理性，理性的让人觉得可怕，它不愿意担一丝的不确定性。\n但也可以说A股是对的，因为A股相信，相信央妈会进一步放水，相信主动或被迫下的政策利好会发生，相信国运下的国产替代一定会发生。当然，最主要还是第一个相信，第二个相信里的政策释放至少会延续到两会。\n只有当这一相信开始逆转，或者估值已经高到这些信仰都无法覆盖的时候，A股才会由乐观转向恐慌，目前还没看到这一迹象。","news_type":1,"symbols_score_info":{"000001.SH":0.6,"HSI":0.6}},"isVote":1,"tweetType":1,"viewCount":2595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396129,"gmtCreate":1549464235465,"gmtModify":1704788978197,"author":{"id":"3497215255019392","authorId":"3497215255019392","name":"天域之外","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497215255019392","authorIdStr":"3497215255019392"},"themes":[],"htmlText":"$通用汽车(GM)$ 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21:19","market":"hk","language":"zh","title":"港股大跌，A股飘红，谁错了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1153802934","media":"格隆汇","summary":"可以说港股是对的，因为港股一直就是如此理性，理性的让人觉得可怕，它不愿意担一丝的不确定性。","content":"<p><span>作者 |&nbsp;汉阳树</span></p>\n<p><span>最近的行情涨得让人目瞪口呆，无论是A股，还是港股，还是美股，当然，最夸张还是要属我们的创业板，涨得简直让人忘记了疫情这件事。</span></p>\n<p><b><span>但今天出现了不和谐的声音，今天港A分道扬镳了。</span></b><span>港股大跌1.54%，结束了2月3日以来的反弹，A股上午虽然跌了，但下午还是飘红了，创业板更是大涨1个点，牛气不减。</span></p>\n<p><img src=\"https://static.tigerbbs.com/66346cb263da8ea512caf3764e5a0336\"></p>\n<p><span>其实今天与A股分道扬镳的，还不只是港股，日股跌了1.4%，韩股跌了1.48%，欧洲这会也是绿的，美股看期指，今晚难逃低开。</span></p>\n<p><span>我们知道，这波行情让人目瞪口呆（由此也可见，市场的学习效率，A股被教育了近30年，港股美股都是百年，市场应对这类事件已经不是小孩子了），不断上扬的收益，固然让人觉得美好，却同时让人觉得惴惴不安：谁都知道美好总是短暂的。</span></p>\n<p><span>那么，</span><span><b>今天的分道扬镳，究竟谁错了呢？</b></span></p>\n<p><span>1</span></p>\n<p><span>要弄清楚这个问题，先要揪出今天海外普跌的罪魁祸首。</span></p>\n<p><span>导致今天海外普跌的原因，是国外疫情失控吗？没看到明显的证据，我觉得像中国这样重要的经济体，市场都扛过了，疫情对市场来说，已经不够刺激了。</span></p>\n<p><span>那当下还有什么？</span></p>\n<p><b><span>从恒指成分股来看，今天跌得最猛的就是舜宇和瑞声，电子板块。</span></b><span>正好，今天<a href=\"https://laohu8.com/S/AAPL\">苹果</a>发了一个指引，它预计公司一季度的收入会低于之前的指引，上个月苹果说一季度销售收入在630亿到670亿美元之间。苹果也是第一家美国公司，称业绩将受疫情影响而低于之前预期。</span><b><span>苹果如此，其他手机厂商也不会好到哪去。</span></b></p>\n<p><span>但是，我觉得苹果的这一指引不应过分夸大，因为这个影响，应该在预料之中。就拿我们的这个春运量来看，一方面断了苹果的需求，一方面影响苹果的供应链。所以，这一指引并不是什么新鲜的东西，只不过就是苹果官方确认了一下。</span></p>\n<p><img src=\"https://static.tigerbbs.com/6f1f50bc8781e0ee0ddba093dd6e1398\"></p>\n<p><span>注意另外一个东西，</span><span><b>今天除了股市跌外，人民币也跌了，重新跌破了7。</b></span></p>\n<p><img src=\"https://static.tigerbbs.com/f4388dfa1c553cd92b3a90bb9b9a7d36\"></p>\n<p><b><span>跟人民币有关的，自然而然会想到中美。</span></b></p>\n<p><span>梳理一下这周的信息，果然，美国的动作很多。</span></p>\n<p><b><span>第一件事，</span></b><span>这件事上周日就有了，特朗普政府正在考虑停止LEAP 1C飞机发动机对中国的销售。LEAP 1C是GE跟法国的SAFRAN合资的一家公司的产品，专门为生产C919中型客机而设计，而且是目前C919唯一发动机供应。也就是说，如果LEAP 1C发动机停售，C919的生产可能无限期停摆。</span></p>\n<p><b><span>第二件事</span></b><span>，昨天早上我就看到了，但似乎今天才传起来，就是美国取消了25个经济体的WTO发展中国家优惠待遇，其中包括中国和中国香港，这标志着往后在与中国的贸易中，可能就不再适用“特殊和差别待遇”，而按照发达国家标准进行。</span></p>\n<p><b><span>第三件事，</span></b><span>昨天晚上的事，据相关报道，美国商务部正在起草对所谓外国直接产品规定进行调整的计划，这一规定限制外国企业将美国技术用于军事或国家安全产品。根据知情人士，如果这一调整通过，世界各地的芯片企业要在获得美国商务部的允许下，才能使用美国设备生产供应给华为的芯片。很明显，非常直观的，如果这一调整通过，<a href=\"https://laohu8.com/S/TSM\">台积电</a>向华为提供芯片将受限。可以看出，这一新举措目标明确，就是试图通过这些措施，切断中国在关键半导体技术的渠道。</span></p>\n<p><span>所以，我觉得今天，苹果的情绪因素有，但中美关系的微妙同样不容低估。</span></p>\n<p><span>2</span></p>\n<p><span>面对这一不确定性，港股与A股的表现完全不同。</span></p>\n<p><span>港股比较老实，如果美国趁火打劫，影响还是有的，所以先跌再说。</span></p>\n<p><span>热门的股票里，舜宇跌得比较多，瑞声跌得比较多，另外引人注意的就是<a href=\"https://laohu8.com/S/00981\">中芯国际</a>，今天一度扑街了10个点。说起来也有意思，看最近的投行报告，几乎所有的外资行都看空中芯国际，几乎所有的内资行都看好中芯，这种分歧，宛如当年的<a href=\"https://laohu8.com/S/601633\">长城汽车</a>。</span></p>\n<p><b><span>另外，港股的基本仓<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌了2%，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>跌了2.78%。</span></b></p>\n<p><span>A股就完全不同了，比如昨天传可能停售发动机，大飞机板块几乎涨停。</span><b><span>这就是大A的逻辑，你停售，我国产替代。</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/f23240a0357ad89a12b8ebb95f0c01fe\"></p>\n<p><span>至于今天，一个中芯倒下了，下午几乎是千万个A股中芯站起来了，你限制，我国产替代。</span></p>\n<p><img src=\"https://static.tigerbbs.com/5972199c47787e13c05a9ce91308d1f1\"></p>\n<p><span>还比如，稀土，基本每次中美关系起微妙变化时，稀土都要涨波，言下之意，来而不往非礼也。</span></p>\n<p><img src=\"https://static.tigerbbs.com/22a412993c90f28569b50451bc43e3e6\"></p>\n<p><span>相比港股的老实，A股的逻辑洋溢着可爱的乐观，这也并非坏事，因为早晚，主动或被迫，我们都要走向国产替代这条路，最终一定是有大鱼走出来，即使会死掉无数的小鱼。</span></p>\n<p><b><span>只是乐观归乐观，可爱归可爱，一个阶段只能支撑一个阶段的估值，太过了，清算就会来临。A股的乐观取决于央妈的水，以及事态发展的程度。</span></b></p>\n<p><span>3</span></p>\n<p><b><span>央妈的水应该是不用太担心的，后天是LPR报价形成日，从之前的MLF执行利率看，LPR下降是大概率事件。</span></b></p>\n<p><span>而从2月15日，央妈在应对疫情联防机制新闻发布会上的表态看，央妈承认有通胀压力，但表示中国绝对不会出现大规模通胀，这表明央妈对通胀的容忍度会提高，宽松的货币政策不会马上转向。</span></p>\n<p><span>那中美关系呢？</span></p>\n<p><span>疫情期间，美国仍然在搞事，大有趁火打劫的意思。这也再次表明，中美的关系再无可能回到从前，这不是一个短期的结论，而是未来很长一段时间的结论。</span></p>\n<p><span>其实认识到这点后，一切也不会是那么糟糕。</span></p>\n<p><b><span>需知美国并不是铁板一块，在高呼整体的国家利益背后，其实是各个分裂的利益。</span></b><span>切断中国关键技术的接触，是政客满足选民的需求，实现的是政客的利益，而非整个美国人的利益。</span></p>\n<p><span>就好比美国政府想停售发动机，GE就提出抗议了，因为这损害了它的经济利益，而发动机另一主人SAFRAN背后的法国政府也不大可能答应。所以，我们要做的，就是把朋友搞得多多的。</span></p>\n<p><span>另外一点，打铁最终是需要自身硬。疫情本是内忧，如果美国借机生事，可以说是又增了一道外患。内忧外患之下，只有内部深化改革，释放出新的红利。这点上，央妈放水是远远不够的。</span></p>\n<p><b><span>所以，可以说港股是对的，因为港股一直就是如此理性，理性的让人觉得可怕，它不愿意担一丝的不确定性。</span></b></p>\n<p><span>但也可以说A股是对的，因为A股相信，相信央妈会进一步放水，相信主动或被迫下的政策利好会发生，相信国运下的国产替代一定会发生。当然，最主要还是第一个相信，第二个相信里的政策释放至少会延续到两会。</span></p>\n<p><span>只有当这一相信开始逆转，或者估值已经高到这些信仰都无法覆盖的时候，A股才会由乐观转向恐慌，目前还没看到这一迹象。</span></p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股大跌，A股飘红，谁错了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\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港股大跌，A股飘红，谁错了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-18 21:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/348361><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 汉阳树\n最近的行情涨得让人目瞪口呆，无论是A股，还是港股，还是美股，当然，最夸张还是要属我们的创业板，涨得简直让人忘记了疫情这件事。\n但今天出现了不和谐的声音，今天港A分道扬镳了。港股大跌1.54%，结束了2月3日以来的反弹，A股上午虽然跌了，但下午还是飘红了，创业板更是大涨1个点，牛气不减。\n\n其实今天与A股分道扬镳的，还不只是港股，日股跌了1.4%，韩股跌了1.48%，欧洲这会也是绿...</p>\n\n<a href=\"https://www.gelonghui.com/p/348361\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/06098b48e39bd8440d2f72717a1ba5a0","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"https://www.gelonghui.com/p/348361","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1153802934","content_text":"作者 | 汉阳树\n最近的行情涨得让人目瞪口呆，无论是A股，还是港股，还是美股，当然，最夸张还是要属我们的创业板，涨得简直让人忘记了疫情这件事。\n但今天出现了不和谐的声音，今天港A分道扬镳了。港股大跌1.54%，结束了2月3日以来的反弹，A股上午虽然跌了，但下午还是飘红了，创业板更是大涨1个点，牛气不减。\n\n其实今天与A股分道扬镳的，还不只是港股，日股跌了1.4%，韩股跌了1.48%，欧洲这会也是绿的，美股看期指，今晚难逃低开。\n我们知道，这波行情让人目瞪口呆（由此也可见，市场的学习效率，A股被教育了近30年，港股美股都是百年，市场应对这类事件已经不是小孩子了），不断上扬的收益，固然让人觉得美好，却同时让人觉得惴惴不安：谁都知道美好总是短暂的。\n那么，今天的分道扬镳，究竟谁错了呢？\n1\n要弄清楚这个问题，先要揪出今天海外普跌的罪魁祸首。\n导致今天海外普跌的原因，是国外疫情失控吗？没看到明显的证据，我觉得像中国这样重要的经济体，市场都扛过了，疫情对市场来说，已经不够刺激了。\n那当下还有什么？\n从恒指成分股来看，今天跌得最猛的就是舜宇和瑞声，电子板块。正好，今天苹果发了一个指引，它预计公司一季度的收入会低于之前的指引，上个月苹果说一季度销售收入在630亿到670亿美元之间。苹果也是第一家美国公司，称业绩将受疫情影响而低于之前预期。苹果如此，其他手机厂商也不会好到哪去。\n但是，我觉得苹果的这一指引不应过分夸大，因为这个影响，应该在预料之中。就拿我们的这个春运量来看，一方面断了苹果的需求，一方面影响苹果的供应链。所以，这一指引并不是什么新鲜的东西，只不过就是苹果官方确认了一下。\n\n注意另外一个东西，今天除了股市跌外，人民币也跌了，重新跌破了7。\n\n跟人民币有关的，自然而然会想到中美。\n梳理一下这周的信息，果然，美国的动作很多。\n第一件事，这件事上周日就有了，特朗普政府正在考虑停止LEAP 1C飞机发动机对中国的销售。LEAP 1C是GE跟法国的SAFRAN合资的一家公司的产品，专门为生产C919中型客机而设计，而且是目前C919唯一发动机供应。也就是说，如果LEAP 1C发动机停售，C919的生产可能无限期停摆。\n第二件事，昨天早上我就看到了，但似乎今天才传起来，就是美国取消了25个经济体的WTO发展中国家优惠待遇，其中包括中国和中国香港，这标志着往后在与中国的贸易中，可能就不再适用“特殊和差别待遇”，而按照发达国家标准进行。\n第三件事，昨天晚上的事，据相关报道，美国商务部正在起草对所谓外国直接产品规定进行调整的计划，这一规定限制外国企业将美国技术用于军事或国家安全产品。根据知情人士，如果这一调整通过，世界各地的芯片企业要在获得美国商务部的允许下，才能使用美国设备生产供应给华为的芯片。很明显，非常直观的，如果这一调整通过，台积电向华为提供芯片将受限。可以看出，这一新举措目标明确，就是试图通过这些措施，切断中国在关键半导体技术的渠道。\n所以，我觉得今天，苹果的情绪因素有，但中美关系的微妙同样不容低估。\n2\n面对这一不确定性，港股与A股的表现完全不同。\n港股比较老实，如果美国趁火打劫，影响还是有的，所以先跌再说。\n热门的股票里，舜宇跌得比较多，瑞声跌得比较多，另外引人注意的就是中芯国际，今天一度扑街了10个点。说起来也有意思，看最近的投行报告，几乎所有的外资行都看空中芯国际，几乎所有的内资行都看好中芯，这种分歧，宛如当年的长城汽车。\n另外，港股的基本仓腾讯跌了2%，汇丰跌了2.78%。\nA股就完全不同了，比如昨天传可能停售发动机，大飞机板块几乎涨停。这就是大A的逻辑，你停售，我国产替代。\n\n至于今天，一个中芯倒下了，下午几乎是千万个A股中芯站起来了，你限制，我国产替代。\n\n还比如，稀土，基本每次中美关系起微妙变化时，稀土都要涨波，言下之意，来而不往非礼也。\n\n相比港股的老实，A股的逻辑洋溢着可爱的乐观，这也并非坏事，因为早晚，主动或被迫，我们都要走向国产替代这条路，最终一定是有大鱼走出来，即使会死掉无数的小鱼。\n只是乐观归乐观，可爱归可爱，一个阶段只能支撑一个阶段的估值，太过了，清算就会来临。A股的乐观取决于央妈的水，以及事态发展的程度。\n3\n央妈的水应该是不用太担心的，后天是LPR报价形成日，从之前的MLF执行利率看，LPR下降是大概率事件。\n而从2月15日，央妈在应对疫情联防机制新闻发布会上的表态看，央妈承认有通胀压力，但表示中国绝对不会出现大规模通胀，这表明央妈对通胀的容忍度会提高，宽松的货币政策不会马上转向。\n那中美关系呢？\n疫情期间，美国仍然在搞事，大有趁火打劫的意思。这也再次表明，中美的关系再无可能回到从前，这不是一个短期的结论，而是未来很长一段时间的结论。\n其实认识到这点后，一切也不会是那么糟糕。\n需知美国并不是铁板一块，在高呼整体的国家利益背后，其实是各个分裂的利益。切断中国关键技术的接触，是政客满足选民的需求，实现的是政客的利益，而非整个美国人的利益。\n就好比美国政府想停售发动机，GE就提出抗议了，因为这损害了它的经济利益，而发动机另一主人SAFRAN背后的法国政府也不大可能答应。所以，我们要做的，就是把朋友搞得多多的。\n另外一点，打铁最终是需要自身硬。疫情本是内忧，如果美国借机生事，可以说是又增了一道外患。内忧外患之下，只有内部深化改革，释放出新的红利。这点上，央妈放水是远远不够的。\n所以，可以说港股是对的，因为港股一直就是如此理性，理性的让人觉得可怕，它不愿意担一丝的不确定性。\n但也可以说A股是对的，因为A股相信，相信央妈会进一步放水，相信主动或被迫下的政策利好会发生，相信国运下的国产替代一定会发生。当然，最主要还是第一个相信，第二个相信里的政策释放至少会延续到两会。\n只有当这一相信开始逆转，或者估值已经高到这些信仰都无法覆盖的时候，A股才会由乐观转向恐慌，目前还没看到这一迹象。","news_type":1,"symbols_score_info":{"000001.SH":0.6,"HSI":0.6}},"isVote":1,"tweetType":1,"viewCount":2595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381549,"gmtCreate":1547736364987,"gmtModify":1704787133895,"author":{"id":"3497215255019392","authorId":"3497215255019392","name":"天域之外","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497215255019392","authorIdStr":"3497215255019392"},"themes":[],"htmlText":"$趣头条(QTT)$一直都没空票","listText":"$趣头条(QTT)$一直都没空票","text":"$趣头条(QTT)$一直都没空票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381549","isVote":1,"tweetType":1,"viewCount":2181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306913,"gmtCreate":1539702085749,"gmtModify":1704777754116,"author":{"id":"3497215255019392","authorId":"3497215255019392","name":"天域之外","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497215255019392","authorIdStr":"3497215255019392"},"themes":[],"htmlText":"$虎牙(HUYA)$资金都在出，咋还是涨的呢","listText":"$虎牙(HUYA)$资金都在出，咋还是涨的呢","text":"$虎牙(HUYA)$资金都在出，咋还是涨的呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306913","isVote":1,"tweetType":1,"viewCount":2925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305230,"gmtCreate":1539434501036,"gmtModify":1704777541551,"author":{"id":"3497215255019392","authorId":"3497215255019392","name":"天域之外","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497215255019392","authorIdStr":"3497215255019392"},"themes":[],"title":"一元左右股票真恐怖","htmlText":"$Auris 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