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2024-04-12

现在成交能卖回每股6.5元，越往后能卖的越少

抱歉，原内容已删除

2021-07-27

忍不住要问候他家人

张磊火了！教育是永远不需要退出的投资，然后高瓴跑了

2020-07-21

$Zoom(ZM)$卖太早了懊恼

2020-07-14

$波音(BA)$客机生意不好可以用货机，直升机和导弹补，只要不倒就有到300的那天

2020-07-14

$富国银行(WFC)$做了个梦梦见财报出来后涨了20%，笑醒了

2020-07-14

客机不行货机补，实在不行还有直升机

抱歉，原内容已删除

2020-07-11

$富国银行(WFC)$终于守得拨云见日

2020-07-02

$Boeing(BA)$Air safety regulators successfully completed three days of flight tests on the Boeing 737 MAX, a key step in recertifying the plane, US officials said Wednesday.

2020-06-30

$Boeing(BA)$昨天192卖了点刚好今天182补回来

2020-06-30

$Boeing(BA)$满仓等起飞

2020-06-29

$Lyft, Inc.(LYFT)$就等月初公布6月出行数据了

2020-06-19

$Genetron Holdings Ltd(GTH)$中了100股

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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/smjj/smdt/2021-07-26/doc-ikqciyzk7758692.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月26日，沪深两市集体下行，沪深300指数跌幅超3%。教育板块跳水。在昨夜中概股在线教育股又崩盘了。其中好未来跌幅扩大一度至超15%，新东方跌超10%。#在线教育股崩盘#中网友热议，高瓴一季度清仓了教育行业的中概股，而18年张磊在接受央视采访时还说，教育是永远不需要退出的投资。网友表示，不得不说高瓴是真的牛，早在今年第一季度就清仓了教育行业中概股，包括好未来和一起教育。当时好未来的股价还是47块...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/smjj/smdt/2021-07-26/doc-ikqciyzk7758692.shtml\">Web 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href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a>终于守得拨云见日","text":"$富国银行(WFC)$终于守得拨云见日","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943186392","isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294587125727424,"gmtCreate":1712933855140,"gmtModify":1712933857079,"author":{"id":"3511905782269099","authorId":"3511905782269099","name":"哈哈先生2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511905782269099","authorIdStr":"3511905782269099"},"themes":[],"htmlText":"现在成交能卖回每股6.5元，越往后能卖的越少","listText":"现在成交能卖回每股6.5元，越往后能卖的越少","text":"现在成交能卖回每股6.5元，越往后能卖的越少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294587125727424","repostId":"2426135780","repostType":2,"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809912072,"gmtCreate":1627343845496,"gmtModify":1627343845496,"author":{"id":"3511905782269099","authorId":"3511905782269099","name":"哈哈先生2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511905782269099","authorIdStr":"3511905782269099"},"themes":[],"htmlText":"忍不住要问候他家人","listText":"忍不住要问候他家人","text":"忍不住要问候他家人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809912072","repostId":"2154954421","repostType":2,"repost":{"id":"2154954421","kind":"news","pubTimestamp":1627292008,"share":"https://ttm.financial/m/news/2154954421?lang=&edition=full","pubTime":"2021-07-26 17:33","market":"us","language":"zh","title":"张磊火了！教育是永远不需要退出的投资，然后高瓴跑了","url":"https://stock-news.laohu8.com/highlight/detail?id=2154954421","media":"新浪财经","summary":"张磊在18年接受央视采访的时候还说，教育是永远不需要退出的投资。ps 据我了解高瓴的GR做的相当好、微博网友表示，张磊那张截图，说“教育是永远不需要退出的投资”，我查了一下是出自央视《遇见大咖》，是跟在一段张磊帮施一公给西湖大学募资的片段后面的，然后主持的问题是“帮西湖大学募资目的是什么？”此外，高瓴还新建仓了新东方。","content":"<html><body><p>7月26日，沪深两市集体下行，沪深300指数跌幅超3%。教育板块跳水。在昨夜中概股在线教育股又崩盘了。其中<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌幅扩大一度至超15%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超10%。#在线教育股崩盘#中网友热议，高瓴一季度清仓了教育行业的中概股，而18年张磊在接受央视采访时还说，教育是永远不需要退出的投资。</p><p>网友表示，不得不说高瓴是真的牛，早在今年第一季度就清仓了教育行业中概股，包括好未来和一起教育。当时好未来的股价还是47块美金左右，现在已经跌到6块。而此前18年张磊在接受央视采访时还说，教育是永远不需要退出的投资。所以别看男神说了什么，要看他做了什么。</p><p>不得不说高瓴是真的牛，早在今年第一季度就清仓了教育行业中概股，包括好未来和一起教育。当时好未来的股价还是47块美金左右，现在已经跌到6块。</p><p>虽然今年一季度高瓴买入了新东方，但是看看持股数量就可以发现，这么一点点的量应该只是试探性买入，和之前的仓位不能比。张磊在18年接受央视采访的时候还说，教育是永远不需要退出的投资。所以别看男神说了什么，要看他做了什么。ps 据我了解高瓴的GR做的相当好、</p><p><a href=\"https://laohu8.com/S/WB\">微博</a>网友表示，张磊那张截图，说“教育是永远不需要退出的投资”，我查了一下是出自央视《遇见大咖》，是跟在一段张磊帮施一公给西湖大学募资的片段后面的，然后主持的问题是“帮西湖大学募资目的是什么？” 所以他那句回答，说的是把钱投给西湖大学这样的教育事业，而不是简单买股票，然后永远不卖。对职业投资人来说，这显然不太可能。</p><p>此前据媒体报道，高瓴资本的持仓一直是华人美股投资界的风向标。近日，高瓴一季度持仓披露，一共持有91家美股上市公司，投资行业稳中有变，主要持仓情况如下：</p><p>（1）电商领域调整频繁，但仍是第一大重仓领域。一季度，高瓴减持了69%的<a href=\"https://laohu8.com/S/JD\">京东</a>，新建仓阿里和<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>，清仓SEA和MELI；而在去年四季度，高瓴则清仓阿里，减持京东，大幅增持SEA。</p><p>（2）持有大量创新药企业。一季度，高瓴资本持有45家生物医药企业，数量位居所有行业第一，市值为43.43亿美元，位居第二，具体分析详见：一季度，高瓴资本买了哪些医药股？</p><p>（3）再次建仓新能源车领域。一季度，高瓴资本新建仓了<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>；而在去年三四季度，高瓴先后清仓<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、蔚来、理想和小鹏等新能源车股票。</p><p>（4）<strong>教育领域变化较大。高瓴资本在一季度清仓了好未来，此前持仓市值达4.05亿美元，同时清仓的还有IPO打新进入的一起教育。此外，高瓴还新建仓了新东方。</strong></p><p>（5）进军游戏领域。一季度，高瓴新建仓了<a href=\"https://laohu8.com/S/NTES\">网易</a>和以色列的手游开发商Playtika Holding（NASDAQ：PLTK），随后网易披露亮眼的一季度财报，并宣布网易云音乐赴港上市。</p><p>（6）增持地产服务标的。一季度，高瓴增持了993.07%的房天下、0.24%的<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>，同时清仓了美国地产服务商<a href=\"https://laohu8.com/S/Z\">Zillow</a>。</p></body></html>","source":"sina_symbol","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>张磊火了！教育是永远不需要退出的投资，然后高瓴跑了</title>\n<style 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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张磊火了！教育是永远不需要退出的投资，然后高瓴跑了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/smjj/smdt/2021-07-26/doc-ikqciyzk7758692.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月26日，沪深两市集体下行，沪深300指数跌幅超3%。教育板块跳水。在昨夜中概股在线教育股又崩盘了。其中好未来跌幅扩大一度至超15%，新东方跌超10%。#在线教育股崩盘#中网友热议，高瓴一季度清仓了教育行业的中概股，而18年张磊在接受央视采访时还说，教育是永远不需要退出的投资。网友表示，不得不说高瓴是真的牛，早在今年第一季度就清仓了教育行业中概股，包括好未来和一起教育。当时好未来的股价还是47块...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/smjj/smdt/2021-07-26/doc-ikqciyzk7758692.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/769dc8865e0dc507ddea5079c2429001","relate_stocks":{"TAL":"好未来","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/money/smjj/smdt/2021-07-26/doc-ikqciyzk7758692.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154954421","content_text":"7月26日，沪深两市集体下行，沪深300指数跌幅超3%。教育板块跳水。在昨夜中概股在线教育股又崩盘了。其中好未来跌幅扩大一度至超15%，新东方跌超10%。#在线教育股崩盘#中网友热议，高瓴一季度清仓了教育行业的中概股，而18年张磊在接受央视采访时还说，教育是永远不需要退出的投资。网友表示，不得不说高瓴是真的牛，早在今年第一季度就清仓了教育行业中概股，包括好未来和一起教育。当时好未来的股价还是47块美金左右，现在已经跌到6块。而此前18年张磊在接受央视采访时还说，教育是永远不需要退出的投资。所以别看男神说了什么，要看他做了什么。不得不说高瓴是真的牛，早在今年第一季度就清仓了教育行业中概股，包括好未来和一起教育。当时好未来的股价还是47块美金左右，现在已经跌到6块。虽然今年一季度高瓴买入了新东方，但是看看持股数量就可以发现，这么一点点的量应该只是试探性买入，和之前的仓位不能比。张磊在18年接受央视采访的时候还说，教育是永远不需要退出的投资。所以别看男神说了什么，要看他做了什么。ps 据我了解高瓴的GR做的相当好、微博网友表示，张磊那张截图，说“教育是永远不需要退出的投资”，我查了一下是出自央视《遇见大咖》，是跟在一段张磊帮施一公给西湖大学募资的片段后面的，然后主持的问题是“帮西湖大学募资目的是什么？” 所以他那句回答，说的是把钱投给西湖大学这样的教育事业，而不是简单买股票，然后永远不卖。对职业投资人来说，这显然不太可能。此前据媒体报道，高瓴资本的持仓一直是华人美股投资界的风向标。近日，高瓴一季度持仓披露，一共持有91家美股上市公司，投资行业稳中有变，主要持仓情况如下：（1）电商领域调整频繁，但仍是第一大重仓领域。一季度，高瓴减持了69%的京东，新建仓阿里和唯品会，清仓SEA和MELI；而在去年四季度，高瓴则清仓阿里，减持京东，大幅增持SEA。（2）持有大量创新药企业。一季度，高瓴资本持有45家生物医药企业，数量位居所有行业第一，市值为43.43亿美元，位居第二，具体分析详见：一季度，高瓴资本买了哪些医药股？（3）再次建仓新能源车领域。一季度，高瓴资本新建仓了蔚来和小鹏汽车；而在去年三四季度，高瓴先后清仓特斯拉、蔚来、理想和小鹏等新能源车股票。（4）教育领域变化较大。高瓴资本在一季度清仓了好未来，此前持仓市值达4.05亿美元，同时清仓的还有IPO打新进入的一起教育。此外，高瓴还新建仓了新东方。（5）进军游戏领域。一季度，高瓴新建仓了网易和以色列的手游开发商Playtika Holding（NASDAQ：PLTK），随后网易披露亮眼的一季度财报，并宣布网易云音乐赴港上市。（6）增持地产服务标的。一季度，高瓴增持了993.07%的房天下、0.24%的贝壳，同时清仓了美国地产服务商Zillow。","news_type":1,"symbols_score_info":{"QNETCN":0.6,"TAL":0.67}},"isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948198480,"gmtCreate":1595264612240,"gmtModify":1704208335095,"author":{"id":"3511905782269099","authorId":"3511905782269099","name":"哈哈先生2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511905782269099","authorIdStr":"3511905782269099"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>卖太早了懊恼","listText":"<a 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