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Lucasv0

Lucasv0

价值投资散户

IP属地：未知

18关注

12粉丝

4主题

0勋章

2020-04-08

$苹果(AAPL)$$微软(MSFT)$最近亲戚朋友老说听说你在做美股最近跌这么厉害你是不是急着卖出止损，我说我急啥，我还在加仓呢（好公司带你穿越牛熊）

2019-04-23

$苹果(AAPL)$ 准备加仓

2020-07-06

$斗鱼(DOYU)$自己从斗鱼ipo的时候就慢慢地在买入持有时间也挺长了说实话这个钱赚的不是很踏实，因为感觉并不是很符合自己的能力圈，纯粹是作为用户对自己喜欢平台的一份支持

2019-09-23

$苹果(AAPL)$$微软(MSFT)$两个重仓

2019-03-10

$波音(BA)$ 朋友们这波坠机建仓机会来了

2019-12-31

$苹果(AAPL)$ 快年底了在假期开始之际随便写写这一年的持仓心得顺便分享一些感想给大家：作为一个奉行价值投资的散户，我始终坚信一句祖师爷说的话：买股票就等于买公司！但是好的公司也需要一个好的价格来买入。从年初的美股恐慌暴跌到贯穿全年的中美毛衣战，在我的眼里不过是落入时间长河的一颗石子，石子大水花大，石子小水花小。激起的波浪也是小打小闹，对于美股来说去年年底到今年年初的下跌为许多资产创造了非常良好的买入时机，本人有幸在年初分两次买入了苹果等伟大的公司，十分感恩时机和自己的决策。把今年的感想总结成2个词：等待，果断！希望大家共勉

2020-10-13

$斗鱼(DOYU)$因为之前打新的部分原因我把仓位转到了友商，斗鱼这次合并从很早就开始传闻了，我个人认为这次合并奠定了新公司之后在业内的定价权，其实这是一个公司很重要的护城河，我个人持有了一年了差不多，应该还会继续持有下去

2020-07-29

$辛市金融(CINF)$长期股息再投资年化14%但是好价格低位买入在享受长期分红收益还是非常可观的

2020-07-09

$苹果(AAPL)$翻倍咯

2019-04-18

$Zoom(ZM)$ 我的公司就是zoom客户说实话我用过的视频会议软件里 zoom的体验十分的好，而且人在国内没有任何卡顿我不知道你们说卡的是不是在外星球

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href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-09-25 20:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月25日讯，中国恒大表示，于2020年9月25日本集团已经收到联交所对建议分拆的批准。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"03333":"中国恒大"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141442449","content_text":"9月25日讯，中国恒大表示，于2020年9月25日本集团已经收到联交所对建议分拆的批准。","news_type":1,"symbols_score_info":{"03333":0.9}},"isVote":1,"tweetType":1,"viewCount":2284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975468527,"gmtCreate":1600790336469,"gmtModify":1703822514064,"author":{"id":"3504317211636581","authorId":"3504317211636581","name":"Lucasv0","avatar":"https://static.tigerbbs.com/c1472b4eedd87ebd9a51f6b1eead2ff8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3504317211636581","idStr":"3504317211636581"},"themes":[],"htmlText":"[666]","listText":"[666]","text":"[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975468527","repostId":"942996554","repostType":1,"repost":{"id":942996554,"gmtCreate":1596033828178,"gmtModify":1704210728216,"author":{"id":"3514362506053834","authorId":"3514362506053834","name":"管大宇讲期权","avatar":"https://static.tigerbbs.com/0efc5595df19092142ae923f1fc03cf8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514362506053834","idStr":"3514362506053834"},"themes":[],"title":"米妮：微盟和有赞研究分析","htmlText":"本文作者 管大宇期权学员 米妮<a target=\"_blank\" href=\"https://laohu8.com/S/02013\">$微盟集团(02013)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/08083\">$中国有赞(08083)$</a> 在公域流量越来越贵的情景下，商家加速布局小程序，在私域流量中占有一席之地。根据阿拉丁数据（广发证券），自2019年3月起Top100小程序中购物数量超过小游戏，成为最热门的应用场景。微盟和有赞为商家提供微商城基础设施服务以及各种SaaS产品，让客户有更多的精力专注在销售和变现上。 首先简单介绍下两家公司的业务。 微盟 主营业务分为SaaS产品和广告精准营销服务，在SaaS产品中，以商业云服务为主，提供线上运营解决方案。也包含营销云：提供线上营销工具，帮助商家线上获客。销售云：帮助企业销售人员提高获客能力。服务云：线上智能客服及相关服务。（2019年财报） 精准营销业务主要赚取佣金和返点，微盟是腾讯中小企业广告核心代理商，有多地区牌照。微盟的特色是线下广告业务有优势，帮助店家转型数字化业务，从而增强变现能力。线下餐饮服务做的有特色。业务主要基于腾讯，是最大的单一客户和供应商。目前也在积极拓展头条等平台。销售费用开支大，通过直销和渠道合作获取客户。直销团队主要专注一线城市，渠道代理合作为主要获客来源。 2019年底，SaaS产品付费商户增长23%至79,546名。 有赞 主攻电商业务，提供全渠道经营SaaS系统和一体化新零售解决方案。并应用PaaS云服务实现个性化定制，同时提供有赞担保、有赞分销、有赞推广等延伸业务（2019年财报）。支付牌照是核心优势。2019年底，付费商家数量82,343家，同比2018年增加40%，新增商家54,702家。 此报告站在客户的角度分析两","listText":"本文作者 管大宇期权学员 米妮<a target=\"_blank\" href=\"https://laohu8.com/S/02013\">$微盟集团(02013)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/08083\">$中国有赞(08083)$</a> 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我不知道你们说卡的是不是在外星球","listText":"$Zoom(ZM)$ 我的公司就是zoom客户 说实话 我用过的视频会议软件里 zoom的体验十分的好，而且人在国内没有任何卡顿 我不知道你们说卡的是不是在外星球","text":"$Zoom(ZM)$ 我的公司就是zoom客户 说实话 我用过的视频会议软件里 zoom的体验十分的好，而且人在国内没有任何卡顿 我不知道你们说卡的是不是在外星球","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/900200066","isVote":1,"tweetType":1,"viewCount":4114,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3505260674572464","authorId":"3505260674572464","name":"冯升","avatar":"https://static.tigerbbs.com/82fd94fc3c9432bf16476cca31aaf610","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3505260674572464","idStr":"3505260674572464"},"content":"你们常用移动端的还是pc端的","text":"你们常用移动端的还是pc端的","html":"你们常用移动端的还是pc端的"},{"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"20703384576125","idStr":"20703384576125"},"content":"我们公司也是客户 极棒","text":"我们公司也是客户 极棒","html":"我们公司也是客户 极棒"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}