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勇敢小飞猪
投资笔记,一起来围观吧,我要成为2023老虎社区星级创作者,一起加油
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勇敢小飞猪
12-19 10:36
这篇文章不错,转发给大家看看
@期权小班长:AI现状:打一巴掌给个枣
勇敢小飞猪
12-17 15:12
这篇文章不错,转发给大家看看
@期权叨叨虎:美光今晚财报,如何布局
勇敢小飞猪
12-17 10:20
新的一年都希望大家的股票涨涨,
$标普500ETF(SPY)$
,上证,恒生指数都涨 [得意] [得意] [得意] [得意] [得意]祝大家过个肥年
勇敢小飞猪
12-17 10:18
定投
$标普500ETF(SPY)$
比较实在,因为圣诞行情失效,那就当做逢低系筹码,等待上涨呗,如果大涨就锦上添花
勇敢小飞猪
12-16
实际的订单收入很重要,有好消息炒概念股价大涨,涨了大半年,是这样跌一下
$甲骨文(ORCL)$
$博通(AVGO)$
勇敢小飞猪
12-16
这篇文章不错,转发给大家看看
@AaronHy:以前半导体跌 资金去苹果 现在半导体跌 资金去特斯拉[正经] 神奇的美股 开盘做的苹果call被埋了 别的都小赚今
$苹果(AAPL)$
$特斯拉(TSLA)$
$博通(AVGO)$
$超微电脑(SMCI)$
$美国超微公司(AMD)$
开多半导体睡觉 不能再熬夜了[晕] 看好明天后天 市场因为11月非农 cpi 给一波1月继续降息的预期 拉升大盘
勇敢小飞猪
12-16
最近都没有打新,不知道其他虎有中签如何,祝大家肉大吃特吃
$卓越睿新(02687)$
$宝济药业-B(02659)$
勇敢小飞猪
12-16
哈哈,马后炮两家都不看好
$博通(AVGO)$
$甲骨文(ORCL)$
,毕竟之前涨了大半年,真的跌那么多,等到圣诞节再补涨吧 [得意] [得意] [得意] [得意] [得意]
勇敢小飞猪
12-16
不知道,财报季也差不多结束了,慢慢涨来,应该还会有看头,7000点也是不容易啊
$标普500ETF(SPY)$
勇敢小飞猪
12-16
这篇文章不错,转发给大家看看
@期权小班长:三巫日当周谨防回调
勇敢小飞猪
12-11
这篇文章不错,转发给大家看看
@小虎访谈:百万美金之路第九期|投阅笔记:把“买股票就是买公司”做到极致的人,到底怎么选股与扛得住暴跌?
勇敢小飞猪
12-10
这篇文章不错,转发给大家看看
@卖方笔记:读懂美联储12月会议:降息在即,市场如何布局?
勇敢小飞猪
12-10
这篇文章不错,转发给大家看看
@发發虎:【一起发财】不追下一只英伟达,他靠这只股票,稳赚2万美金
勇敢小飞猪
12-08
$博通(AVGO)$
上次涨了这么多,
$lululemon athletica(LULU)$
跌了这么多,今次会不会相反的行情,买张put看看先 [财迷] [财迷] [财迷] [财迷] [财迷]
勇敢小飞猪
12-07
这篇文章不错,转发给大家看看
@空军大队长:四大粮商和宠物行业分析报告
勇敢小飞猪
12-06
这篇文章不错,转发给大家看看
@期权小班长:
$标普500ETF(SPY)$
年底前最大不确定是大盘是否会回调到650,从spy的看跌行权价来看有不少策略在为此对冲,比如buy
$SPY 20251231 680.0 PUT$
sell
$SPY 20251231 650.0 PUT$
$英伟达(NVDA)$
下周依然是在170~190之间震荡,波动可能比本周剧烈。想省事可以sell call200
$NVDA 20251219 200.0 CALL$
,甚至可以考虑卖1月到期的。另外看跌期权显示对圣诞节前行情有很大不确定性,也可以理解,股价如果涨不上去肯定就要向下波动。但总体来说还是在180~200区间内。
$特斯拉(TSLA)$
机构开仓价差策略,sell call
$TSLA 20251212 470.0 CALL$
,buy call
$TSLA
勇敢小飞猪
12-05
定投
$标普500ETF(SPY)$
吧,都不知道买啥好 [财迷] [财迷] [财迷] [财迷] [财迷]
勇敢小飞猪
12-05
这篇文章不错,转发给大家看看
@然妈看美股:高盛家族办公室报告:2026年,保持弹性、拥抱科技、远离废纸、押注未来。🧐
勇敢小飞猪
12-04
这篇文章不错,转发给大家看看
@空军大队长:成长股为什么要大涨了?
勇敢小飞猪
12-03
不会吧,还是要根据实际情况,应该是慢慢来降息吧 [得意] [得意] [得意] [得意],我猜的
$标普500ETF(SPY)$
定投比较安全,然后慢慢清仓黄金
去老虎APP查看更多动态
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Capital Inc.(OWL)$</a> 不再支持甲骨文 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 项目融资的影响非常大。100亿的项目说跑就跑,肯定是投资方看到了什么东西。加之上周 <a href=\"https://laohu8.com/S/FRMI\">$Fermi Inc.(FRMI)$</a> 大客户跑路,股价腰斩,再怎么不敏感,也应该察觉到有些事情已经不对了。所以美光虽然声称未来业绩继续由AI驱动,这个驱动力是加速扩大,还是停滞收缩,我们就猜不到了。但美光26年产能已经全部锁定,未来营收有保障,所以作为纯收钱且具有稀缺性的一方,估值也不高,是AI板块里下跌缓冲垫最厚的公司之一。AI产业链全体回调情况下,200美元是一个值得关注的价格。财报大单方面,出现了比较罕见的事件,大单买入价内call获得盈利,12月26日到期和1月16日到期200call <a href=\"https://laohu8.com/OPT/MU%2020251226%20200.0%20CALL\">$MU 20251226 200.0 CALL$</a> <a href=\"https://laohu8.com/OPT/MU%2020260116%20200.0%20CALL\">$MU 20260116 200.0 CALL$</a> ,分别开仓买入1万手和7383万手看涨。大单认为财报后股价在230~24","text":"$美光科技(MU)$ 美光财报虽然很好,资本支出控制也得当,但还是回到最根本的问题,资本依然认为AI变现赶不上烧钱的速度,并且开始退出无营收项目,遏制了市场过热情绪。 $Blue Owl Capital Inc.(OWL)$ 不再支持甲骨文 $甲骨文(ORCL)$ 项目融资的影响非常大。100亿的项目说跑就跑,肯定是投资方看到了什么东西。加之上周 $Fermi Inc.(FRMI)$ 大客户跑路,股价腰斩,再怎么不敏感,也应该察觉到有些事情已经不对了。所以美光虽然声称未来业绩继续由AI驱动,这个驱动力是加速扩大,还是停滞收缩,我们就猜不到了。但美光26年产能已经全部锁定,未来营收有保障,所以作为纯收钱且具有稀缺性的一方,估值也不高,是AI板块里下跌缓冲垫最厚的公司之一。AI产业链全体回调情况下,200美元是一个值得关注的价格。财报大单方面,出现了比较罕见的事件,大单买入价内call获得盈利,12月26日到期和1月16日到期200call $MU 20251226 200.0 CALL$ $MU 20260116 200.0 CALL$ 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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 将在2025年12月17日(美股盘后)发布新季度财报,市场关注AI推动的HBM与DDR5定价与供需环境,以及来自数据中心与智能终端的内存需求延续性。市场预测一致预期显示本季度美光科技总收入预计为127.09亿美元,同比增长45.90%;调整后每股收益预计为3.86美元,同比增长122.52%;预计息税前利润为50.68亿美元,同比增长117.68%。公司上季财报电话会上针对本季度给出乐观指引,围绕DRAM紧张与NAND改善的供需环境、产品结构优化与成本执行,传导至毛利率与盈利的环比抬升。公司目前主营业务亮点在HBM与高端DRAM/企业级SSD的结构上行,受AI数据中心与推理需求扩散带动定价与组合改善。发展前景最大的现有业务为数据中心相关内存与存储,近季收入刷新高位并在展望中继续强调HBM为核心增长引擎,预计营收维持高增节奏并拓宽至非HBM DRAM与eSSD场景。上季度回顾上季度美光科技营收为113.15亿美元,同比增加46.00%;毛利率为44.67%,同比改善明显;归属母公司净利润为32.01亿,净利率为28.29%,净利润环比增长69.81%;调整后每股收益为3.03美元,同比提升156.78%。公司强调HBM需求强劲、DRAM供给紧张与NAND改善推动利润率上行,且价格与产品组合带动盈利超预期。主营业务方面,云存储器业务收入45.43亿美元,移动和客户端业务收入37.60亿美元,核心数据中心业务收入15.77亿美元,汽车和嵌入式业务收入14.34亿美元;受AI相关投入与智能终端存储容量提升带动,数据中心与高端DRAM产品成为驱动项。本季度展望AI驱动的服务器内存上行曲线AI训练与推理扩散至更广泛的业务场景,带来HBM与高密度DDR5模块需求的持续攀升。公司在财报沟通中指","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 将在2025年12月17日(美股盘后)发布新季度财报,市场关注AI推动的HBM与DDR5定价与供需环境,以及来自数据中心与智能终端的内存需求延续性。市场预测一致预期显示本季度美光科技总收入预计为127.09亿美元,同比增长45.90%;调整后每股收益预计为3.86美元,同比增长122.52%;预计息税前利润为50.68亿美元,同比增长117.68%。公司上季财报电话会上针对本季度给出乐观指引,围绕DRAM紧张与NAND改善的供需环境、产品结构优化与成本执行,传导至毛利率与盈利的环比抬升。公司目前主营业务亮点在HBM与高端DRAM/企业级SSD的结构上行,受AI数据中心与推理需求扩散带动定价与组合改善。发展前景最大的现有业务为数据中心相关内存与存储,近季收入刷新高位并在展望中继续强调HBM为核心增长引擎,预计营收维持高增节奏并拓宽至非HBM DRAM与eSSD场景。上季度回顾上季度美光科技营收为113.15亿美元,同比增加46.00%;毛利率为44.67%,同比改善明显;归属母公司净利润为32.01亿,净利率为28.29%,净利润环比增长69.81%;调整后每股收益为3.03美元,同比提升156.78%。公司强调HBM需求强劲、DRAM供给紧张与NAND改善推动利润率上行,且价格与产品组合带动盈利超预期。主营业务方面,云存储器业务收入45.43亿美元,移动和客户端业务收入37.60亿美元,核心数据中心业务收入15.77亿美元,汽车和嵌入式业务收入14.34亿美元;受AI相关投入与智能终端存储容量提升带动,数据中心与高端DRAM产品成为驱动项。本季度展望AI驱动的服务器内存上行曲线AI训练与推理扩散至更广泛的业务场景,带来HBM与高密度DDR5模块需求的持续攀升。公司在财报沟通中指","text":"$美光科技(MU)$ 将在2025年12月17日(美股盘后)发布新季度财报,市场关注AI推动的HBM与DDR5定价与供需环境,以及来自数据中心与智能终端的内存需求延续性。市场预测一致预期显示本季度美光科技总收入预计为127.09亿美元,同比增长45.90%;调整后每股收益预计为3.86美元,同比增长122.52%;预计息税前利润为50.68亿美元,同比增长117.68%。公司上季财报电话会上针对本季度给出乐观指引,围绕DRAM紧张与NAND改善的供需环境、产品结构优化与成本执行,传导至毛利率与盈利的环比抬升。公司目前主营业务亮点在HBM与高端DRAM/企业级SSD的结构上行,受AI数据中心与推理需求扩散带动定价与组合改善。发展前景最大的现有业务为数据中心相关内存与存储,近季收入刷新高位并在展望中继续强调HBM为核心增长引擎,预计营收维持高增节奏并拓宽至非HBM DRAM与eSSD场景。上季度回顾上季度美光科技营收为113.15亿美元,同比增加46.00%;毛利率为44.67%,同比改善明显;归属母公司净利润为32.01亿,净利率为28.29%,净利润环比增长69.81%;调整后每股收益为3.03美元,同比提升156.78%。公司强调HBM需求强劲、DRAM供给紧张与NAND改善推动利润率上行,且价格与产品组合带动盈利超预期。主营业务方面,云存储器业务收入45.43亿美元,移动和客户端业务收入37.60亿美元,核心数据中心业务收入15.77亿美元,汽车和嵌入式业务收入14.34亿美元;受AI相关投入与智能终端存储容量提升带动,数据中心与高端DRAM产品成为驱动项。本季度展望AI驱动的服务器内存上行曲线AI训练与推理扩散至更广泛的业务场景,带来HBM与高密度DDR5模块需求的持续攀升。公司在财报沟通中指","images":[{"img":"https://static.tigerbbs.com/47422431a8e6db71cd0df588de5396da"},{"img":"https://static.tigerbbs.com/0ac1fbe59e45511d8d73308aed785058"},{"img":"https://static.tigerbbs.com/a9ca7f295f30c0ca82b7d35a6bb4af2e"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511758315663464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511635395035152,"gmtCreate":1765938028662,"gmtModify":1765938031258,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"htmlText":"新的一年都希望大家的股票涨涨,<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>,上证,恒生指数都涨 [得意] [得意] [得意] [得意] [得意]祝大家过个肥年","listText":"新的一年都希望大家的股票涨涨,<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>,上证,恒生指数都涨 [得意] [得意] [得意] [得意] [得意]祝大家过个肥年","text":"新的一年都希望大家的股票涨涨, $标普500ETF(SPY)$ ,上证,恒生指数都涨 [得意] [得意] [得意] [得意] [得意]祝大家过个肥年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511635395035152","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511634920853520,"gmtCreate":1765937912895,"gmtModify":1765937915182,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"htmlText":"定投<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>比较实在,因为圣诞行情失效,那就当做逢低系筹码,等待上涨呗,如果大涨就锦上添花","listText":"定投<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>比较实在,因为圣诞行情失效,那就当做逢低系筹码,等待上涨呗,如果大涨就锦上添花","text":"定投 $标普500ETF(SPY)$ 比较实在,因为圣诞行情失效,那就当做逢低系筹码,等待上涨呗,如果大涨就锦上添花","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511634920853520","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511365642167024,"gmtCreate":1765872029666,"gmtModify":1765872032093,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"htmlText":"实际的订单收入很重要,有好消息炒概念股价大涨,涨了大半年,是这样跌一下<a href=\"https://laohu8.com/S/ORCL\"> $甲骨文(ORCL)$ </a><a href=\"https://laohu8.com/S/AVGO\"> $博通(AVGO)$ </a>","listText":"实际的订单收入很重要,有好消息炒概念股价大涨,涨了大半年,是这样跌一下<a href=\"https://laohu8.com/S/ORCL\"> $甲骨文(ORCL)$ </a><a href=\"https://laohu8.com/S/AVGO\"> $博通(AVGO)$ </a>","text":"实际的订单收入很重要,有好消息炒概念股价大涨,涨了大半年,是这样跌一下 $甲骨文(ORCL)$ $博通(AVGO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511365642167024","isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511358862111144,"gmtCreate":1765870367075,"gmtModify":1765870369311,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511358862111144","repostId":"511152513999600","repostType":1,"repost":{"id":511152513999600,"gmtCreate":1765819996422,"gmtModify":1765860001524,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"以前半导体跌 资金去苹果 现在半导体跌 资金去特斯拉[正经] 神奇的美股 开盘做的苹果call被埋了 别的都小赚今<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 开多半导体睡觉 不能再熬夜了[晕] 看好明天后天 市场因为11月非农 cpi 给一波1月继续降息的预期 拉升大盘","listText":"以前半导体跌 资金去苹果 现在半导体跌 资金去特斯拉[正经] 神奇的美股 开盘做的苹果call被埋了 别的都小赚今<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 开多半导体睡觉 不能再熬夜了[晕] 看好明天后天 市场因为11月非农 cpi 给一波1月继续降息的预期 拉升大盘","text":"以前半导体跌 资金去苹果 现在半导体跌 资金去特斯拉[正经] 神奇的美股 开盘做的苹果call被埋了 别的都小赚今$苹果(AAPL)$ $特斯拉(TSLA)$ $博通(AVGO)$ $超微电脑(SMCI)$ $美国超微公司(AMD)$ 开多半导体睡觉 不能再熬夜了[晕] 看好明天后天 市场因为11月非农 cpi 给一波1月继续降息的预期 拉升大盘","images":[{"img":"https://static.tigerbbs.com/d68b19dd77e72ba6c9798596d6b147ca","width":"1440","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511152513999600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511350494634608,"gmtCreate":1765868325510,"gmtModify":1765868327863,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"htmlText":"最近都没有打新,不知道其他虎有中签如何,祝大家肉大吃特吃<a href=\"https://laohu8.com/S/02687\"> $卓越睿新(02687)$ </a><a href=\"https://laohu8.com/S/02659\"> $宝济药业-B(02659)$ </a>","listText":"最近都没有打新,不知道其他虎有中签如何,祝大家肉大吃特吃<a href=\"https://laohu8.com/S/02687\"> $卓越睿新(02687)$ </a><a href=\"https://laohu8.com/S/02659\"> $宝济药业-B(02659)$ </a>","text":"最近都没有打新,不知道其他虎有中签如何,祝大家肉大吃特吃 $卓越睿新(02687)$ $宝济药业-B(02659)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511350494634608","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511541625581616,"gmtCreate":1765868153971,"gmtModify":1765868155958,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"htmlText":"哈哈,马后炮两家都不看好<a href=\"https://laohu8.com/S/AVGO\"> $博通(AVGO)$ </a><a href=\"https://laohu8.com/S/ORCL\"> $甲骨文(ORCL)$ </a>,毕竟之前涨了大半年,真的跌那么多,等到圣诞节再补涨吧 [得意] [得意] [得意] [得意] [得意]","listText":"哈哈,马后炮两家都不看好<a href=\"https://laohu8.com/S/AVGO\"> $博通(AVGO)$ </a><a href=\"https://laohu8.com/S/ORCL\"> $甲骨文(ORCL)$ </a>,毕竟之前涨了大半年,真的跌那么多,等到圣诞节再补涨吧 [得意] [得意] [得意] [得意] [得意]","text":"哈哈,马后炮两家都不看好 $博通(AVGO)$ $甲骨文(ORCL)$ ,毕竟之前涨了大半年,真的跌那么多,等到圣诞节再补涨吧 [得意] [得意] [得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/511541625581616","isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274800160907","authorId":"3479274800160907","name":"yeppy","avatar":"https://static.laohu8.com/picture153","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274800160907","idStr":"3479274800160907"},"content":"等回调到位再抄底,耐心最重要!","text":"等回调到位再抄底,耐心最重要!","html":"等回调到位再抄底,耐心最重要!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511335744353096,"gmtCreate":1765864817742,"gmtModify":1765864820195,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"htmlText":"不知道,财报季也差不多结束了,慢慢涨来,应该还会有看头,7000点也是不容易啊<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>","listText":"不知道,财报季也差不多结束了,慢慢涨来,应该还会有看头,7000点也是不容易啊<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>","text":"不知道,财报季也差不多结束了,慢慢涨来,应该还会有看头,7000点也是不容易啊 $标普500ETF(SPY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/511335744353096","isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667614729340","authorId":"3527667614729340","name":"DRReality","avatar":"https://static.tigerbbs.com/16197465706af723e26b1e503448b079","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667614729340","idStr":"3527667614729340"},"content":"财报结束,慢慢来,7000点站稳就有戏","text":"财报结束,慢慢来,7000点站稳就有戏","html":"财报结束,慢慢来,7000点站稳就有戏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511247512007280,"gmtCreate":1765843183267,"gmtModify":1765843185617,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511247512007280","repostId":"511171012083816","repostType":1,"repost":{"id":511171012083816,"gmtCreate":1765820318848,"gmtModify":1765820368296,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"三巫日当周谨防回调","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>机构对于本周下跌趋势非常有自信,所以用价差策略把181~191区间的行权价全做满了。导致结果就是,如果本周英伟达股价不压在179以下,小概率会发生逼空大幅反弹到185。但大概率事件是股价先回调到170,不排除170以下,然后反弹。毕竟本周三巫日,170put和160put是重点斩杀线,下跌时极好的sell put机会,行权价可以选170或者165 <a href=\"https://laohu8.com/OPT/NVDA%2020251219%20170.0%20PUT\">$NVDA 20251219 170.0 PUT$</a> <a href=\"https://laohu8.com/OPT/NVDA%2020251219%20165.0%20PUT\">$NVDA 20251219 165.0 PUT$</a><a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>SPY本周开启先回调后反弹新高模式,<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a>周五开仓看跌大单,目标价310 <a href=\"https://laohu8.com/OPT/AVGO%2020260220%20310.0%20PUT\">$AVGO 20260220 310.0 PUT$</a> ,成交额360万美元。跌到310前先不考虑抄底。<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>180有月线支撑,所以180和170都有sell put开仓","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>机构对于本周下跌趋势非常有自信,所以用价差策略把181~191区间的行权价全做满了。导致结果就是,如果本周英伟达股价不压在179以下,小概率会发生逼空大幅反弹到185。但大概率事件是股价先回调到170,不排除170以下,然后反弹。毕竟本周三巫日,170put和160put是重点斩杀线,下跌时极好的sell put机会,行权价可以选170或者165 <a href=\"https://laohu8.com/OPT/NVDA%2020251219%20170.0%20PUT\">$NVDA 20251219 170.0 PUT$</a> <a href=\"https://laohu8.com/OPT/NVDA%2020251219%20165.0%20PUT\">$NVDA 20251219 165.0 PUT$</a><a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>SPY本周开启先回调后反弹新高模式,<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a>周五开仓看跌大单,目标价310 <a href=\"https://laohu8.com/OPT/AVGO%2020260220%20310.0%20PUT\">$AVGO 20260220 310.0 PUT$</a> ,成交额360万美元。跌到310前先不考虑抄底。<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>180有月线支撑,所以180和170都有sell put开仓","text":"$英伟达(NVDA)$机构对于本周下跌趋势非常有自信,所以用价差策略把181~191区间的行权价全做满了。导致结果就是,如果本周英伟达股价不压在179以下,小概率会发生逼空大幅反弹到185。但大概率事件是股价先回调到170,不排除170以下,然后反弹。毕竟本周三巫日,170put和160put是重点斩杀线,下跌时极好的sell put机会,行权价可以选170或者165 $NVDA 20251219 170.0 PUT$ $NVDA 20251219 165.0 PUT$$标普500ETF(SPY)$SPY本周开启先回调后反弹新高模式,$博通(AVGO)$周五开仓看跌大单,目标价310 $AVGO 20260220 310.0 PUT$ ,成交额360万美元。跌到310前先不考虑抄底。$甲骨文(ORCL)$180有月线支撑,所以180和170都有sell put开仓","images":[{"img":"https://static.tigerbbs.com/8b9ddc83ae066bd112a21952a4e78c6d","width":"1038","height":"1056"},{"img":"https://static.tigerbbs.com/d337b172b80c69480367c7d04b868a79","width":"1044","height":"1060"},{"img":"https://static.tigerbbs.com/3b51b57860df2ce359f832f9e9689d62","width":"2488","height":"102"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511171012083816","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509785821839416,"gmtCreate":1765444363146,"gmtModify":1765444365224,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509785821839416","repostId":"509542540849256","repostType":1,"repost":{"id":509542540849256,"gmtCreate":1765432794684,"gmtModify":1765437198442,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"37002306153600","idStr":"37002306153600"},"themes":[],"title":"百万美金之路第九期|投阅笔记:把“买股票就是买公司”做到极致的人,到底怎么选股与扛得住暴跌?","htmlText":"在2025年,有越来越多的老虎用户实现了百万美金的投资收益。老虎推出「百万美金之路」系列,走近已经实现年度百万美金收益的投资者,和正向着百万美金目标奔跑、年度收益超过 10 万美金 的用户,听他们讲述如何思考、坚持、成长对老虎来说,投资不只是盈亏的数字,而是一段从梦想到达成的旅程。我们希望这些故事,激发更多人树立属于自己的投资目标,让「百万美金」从遥远的梦想,变成<a target=\"_blank\" href=\"https://www.laohu8.com/J/redeemGift?type=delivery\">看得见、够得着的里程碑</a>。本期访谈的主人公,是一位 90 后全职投资者——<a target=\"_blank\" href=\"https://laohu8.com/U/3551233200528073\">@投阅笔记</a>他从港股、美股打新起步,逐步建立属于自己的投资体系。 他的投资逻辑很简单却很难做到:“买股票就是买公司。” 他用坚持、调研与判断穿越暴跌、坚守趋势,从 Tempus AI 的暴跌再拉升,到 PLTR 将近 3 倍的收益,他构建出一套“不刻意控风控”的极简逻辑,却在市场的长期检验下展现惊人的韧性。<a target=\"_blank\" href=\"https://laohu8.com/TW/509546430464104\">点击查看本期投阅笔记的完整内容。</a>一、从打新到全职投资:一条“研究驱动”的成长路径他是 90 后,曾在企业工作数年,后来选择全职投资并运营自媒体。2020 年港股、美股打新火热,他在老虎开了账户,开始系统关注上市公司和一级市场资料。自 2021 年起,他转向二级市场,正式进入 A 股、港股、美股的长期投资阶段。他说:“我始终把股票当成公司,而不是筹码。”投资策略:时代趋势 + 公司价值 = 长线持有他的核心观点简单直接:“","listText":"在2025年,有越来越多的老虎用户实现了百万美金的投资收益。老虎推出「百万美金之路」系列,走近已经实现年度百万美金收益的投资者,和正向着百万美金目标奔跑、年度收益超过 10 万美金 的用户,听他们讲述如何思考、坚持、成长对老虎来说,投资不只是盈亏的数字,而是一段从梦想到达成的旅程。我们希望这些故事,激发更多人树立属于自己的投资目标,让「百万美金」从遥远的梦想,变成<a target=\"_blank\" href=\"https://www.laohu8.com/J/redeemGift?type=delivery\">看得见、够得着的里程碑</a>。本期访谈的主人公,是一位 90 后全职投资者——<a target=\"_blank\" href=\"https://laohu8.com/U/3551233200528073\">@投阅笔记</a>他从港股、美股打新起步,逐步建立属于自己的投资体系。 他的投资逻辑很简单却很难做到:“买股票就是买公司。” 他用坚持、调研与判断穿越暴跌、坚守趋势,从 Tempus AI 的暴跌再拉升,到 PLTR 将近 3 倍的收益,他构建出一套“不刻意控风控”的极简逻辑,却在市场的长期检验下展现惊人的韧性。<a target=\"_blank\" href=\"https://laohu8.com/TW/509546430464104\">点击查看本期投阅笔记的完整内容。</a>一、从打新到全职投资:一条“研究驱动”的成长路径他是 90 后,曾在企业工作数年,后来选择全职投资并运营自媒体。2020 年港股、美股打新火热,他在老虎开了账户,开始系统关注上市公司和一级市场资料。自 2021 年起,他转向二级市场,正式进入 A 股、港股、美股的长期投资阶段。他说:“我始终把股票当成公司,而不是筹码。”投资策略:时代趋势 + 公司价值 = 长线持有他的核心观点简单直接:“","text":"在2025年,有越来越多的老虎用户实现了百万美金的投资收益。老虎推出「百万美金之路」系列,走近已经实现年度百万美金收益的投资者,和正向着百万美金目标奔跑、年度收益超过 10 万美金 的用户,听他们讲述如何思考、坚持、成长对老虎来说,投资不只是盈亏的数字,而是一段从梦想到达成的旅程。我们希望这些故事,激发更多人树立属于自己的投资目标,让「百万美金」从遥远的梦想,变成看得见、够得着的里程碑。本期访谈的主人公,是一位 90 后全职投资者——@投阅笔记他从港股、美股打新起步,逐步建立属于自己的投资体系。 他的投资逻辑很简单却很难做到:“买股票就是买公司。” 他用坚持、调研与判断穿越暴跌、坚守趋势,从 Tempus AI 的暴跌再拉升,到 PLTR 将近 3 倍的收益,他构建出一套“不刻意控风控”的极简逻辑,却在市场的长期检验下展现惊人的韧性。点击查看本期投阅笔记的完整内容。一、从打新到全职投资:一条“研究驱动”的成长路径他是 90 后,曾在企业工作数年,后来选择全职投资并运营自媒体。2020 年港股、美股打新火热,他在老虎开了账户,开始系统关注上市公司和一级市场资料。自 2021 年起,他转向二级市场,正式进入 A 股、港股、美股的长期投资阶段。他说:“我始终把股票当成公司,而不是筹码。”投资策略:时代趋势 + 公司价值 = 长线持有他的核心观点简单直接:“","images":[{"img":"https://static.tigerbbs.com/4064842aa9d32814c08e6b427daea019"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509542540849256","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509123895542600,"gmtCreate":1765324394908,"gmtModify":1765324396934,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509123895542600","repostId":"508896504123496","repostType":1,"repost":{"id":508896504123496,"gmtCreate":1765275070874,"gmtModify":1765277056951,"author":{"id":"3527667646438385","authorId":"3527667646438385","name":"卖方笔记","avatar":"https://static.tigerbbs.com/f1e0deba0895fb30eee2a3aaec61cd42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667646438385","idStr":"3527667646438385"},"themes":[],"title":"读懂美联储12月会议:降息在即,市场如何布局?","htmlText":"大家好!如果你是刚开始接触美股的朋友,面对本周三(12月10日)即将到来的美联储重磅会议,可能会感到一头雾水。别担心,本文将以最直白的语言,为你拆解这次会议到底有多重要,并手把手教你一种适合当前市场的经典期权策略。为什么这次会议是“超级星期三”?简单说,美联储(美国的央行)很可能要宣布降息了,这将是今年以来的第一次。但市场纠结的不是“降不降”,而是“怎么降”以及“降完后说什么”。1. 特殊的“闭卷考试”通常,美联储决策要看最新的就业和通胀数据。但巧的是,因为之前美国政府停摆,10月和11月的关键数据都推迟发布了。这就好比美联储要在不看最新成绩单的情况下决定要不要给学生(市场)放松要求,难度很大,说出来的话也会格外谨慎。2. “鹰派降息”是什么新玩法?市场几乎100%认定会降息。所以真正的看点在于美联储的“语气”。现在流行一个词叫 “鹰派降息” 。可以这样理解:“降息”(鸽派行为):好比给你糖吃,是放松。“鹰派”语气:同时严肃地说“只此一次,下不为例”,警告你别指望马上有第二颗糖。美联储可能会通过一份叫“点阵图”的预测表,暗示明年降息次数有限,以此来给过热的市场预期泼点冷水。他们能不能“吓住”市场,是最大悬念。3. 美联储内部“吵翻了”美联储不是一个人说了算,由一群委员投票决定。目前内部意见分裂严重:“鹰派”(谨慎派):担心通胀反弹,觉得经济还行,不想那么快降息。“鸽派”(宽松派):更担心经济下滑和就业市场疲软,觉得可以多降点。这种公开的分歧会让会议结果变得更难预测,也意味着公布后市场波动可能更大。经济状况给降息“开了绿灯”美联储之所以考虑降息,是因为经济环境发生了变化:就业市场凉了:失业率连续三个月上升,找工作没那么容易了。新增工作几乎全靠医疗行业撑着,其他行业已经在减少岗位。企业裁员的消息也变多了。通胀真的下来了:物价上涨速度(尤其是除掉波动大的食品和能源后)已经接近美联","listText":"大家好!如果你是刚开始接触美股的朋友,面对本周三(12月10日)即将到来的美联储重磅会议,可能会感到一头雾水。别担心,本文将以最直白的语言,为你拆解这次会议到底有多重要,并手把手教你一种适合当前市场的经典期权策略。为什么这次会议是“超级星期三”?简单说,美联储(美国的央行)很可能要宣布降息了,这将是今年以来的第一次。但市场纠结的不是“降不降”,而是“怎么降”以及“降完后说什么”。1. 特殊的“闭卷考试”通常,美联储决策要看最新的就业和通胀数据。但巧的是,因为之前美国政府停摆,10月和11月的关键数据都推迟发布了。这就好比美联储要在不看最新成绩单的情况下决定要不要给学生(市场)放松要求,难度很大,说出来的话也会格外谨慎。2. “鹰派降息”是什么新玩法?市场几乎100%认定会降息。所以真正的看点在于美联储的“语气”。现在流行一个词叫 “鹰派降息” 。可以这样理解:“降息”(鸽派行为):好比给你糖吃,是放松。“鹰派”语气:同时严肃地说“只此一次,下不为例”,警告你别指望马上有第二颗糖。美联储可能会通过一份叫“点阵图”的预测表,暗示明年降息次数有限,以此来给过热的市场预期泼点冷水。他们能不能“吓住”市场,是最大悬念。3. 美联储内部“吵翻了”美联储不是一个人说了算,由一群委员投票决定。目前内部意见分裂严重:“鹰派”(谨慎派):担心通胀反弹,觉得经济还行,不想那么快降息。“鸽派”(宽松派):更担心经济下滑和就业市场疲软,觉得可以多降点。这种公开的分歧会让会议结果变得更难预测,也意味着公布后市场波动可能更大。经济状况给降息“开了绿灯”美联储之所以考虑降息,是因为经济环境发生了变化:就业市场凉了:失业率连续三个月上升,找工作没那么容易了。新增工作几乎全靠医疗行业撑着,其他行业已经在减少岗位。企业裁员的消息也变多了。通胀真的下来了:物价上涨速度(尤其是除掉波动大的食品和能源后)已经接近美联","text":"大家好!如果你是刚开始接触美股的朋友,面对本周三(12月10日)即将到来的美联储重磅会议,可能会感到一头雾水。别担心,本文将以最直白的语言,为你拆解这次会议到底有多重要,并手把手教你一种适合当前市场的经典期权策略。为什么这次会议是“超级星期三”?简单说,美联储(美国的央行)很可能要宣布降息了,这将是今年以来的第一次。但市场纠结的不是“降不降”,而是“怎么降”以及“降完后说什么”。1. 特殊的“闭卷考试”通常,美联储决策要看最新的就业和通胀数据。但巧的是,因为之前美国政府停摆,10月和11月的关键数据都推迟发布了。这就好比美联储要在不看最新成绩单的情况下决定要不要给学生(市场)放松要求,难度很大,说出来的话也会格外谨慎。2. “鹰派降息”是什么新玩法?市场几乎100%认定会降息。所以真正的看点在于美联储的“语气”。现在流行一个词叫 “鹰派降息” 。可以这样理解:“降息”(鸽派行为):好比给你糖吃,是放松。“鹰派”语气:同时严肃地说“只此一次,下不为例”,警告你别指望马上有第二颗糖。美联储可能会通过一份叫“点阵图”的预测表,暗示明年降息次数有限,以此来给过热的市场预期泼点冷水。他们能不能“吓住”市场,是最大悬念。3. 美联储内部“吵翻了”美联储不是一个人说了算,由一群委员投票决定。目前内部意见分裂严重:“鹰派”(谨慎派):担心通胀反弹,觉得经济还行,不想那么快降息。“鸽派”(宽松派):更担心经济下滑和就业市场疲软,觉得可以多降点。这种公开的分歧会让会议结果变得更难预测,也意味着公布后市场波动可能更大。经济状况给降息“开了绿灯”美联储之所以考虑降息,是因为经济环境发生了变化:就业市场凉了:失业率连续三个月上升,找工作没那么容易了。新增工作几乎全靠医疗行业撑着,其他行业已经在减少岗位。企业裁员的消息也变多了。通胀真的下来了:物价上涨速度(尤其是除掉波动大的食品和能源后)已经接近美联","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508896504123496","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509103933608832,"gmtCreate":1765324371506,"gmtModify":1765324378121,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509103933608832","repostId":"508939175989352","repostType":1,"repost":{"id":508939175989352,"gmtCreate":1765285488810,"gmtModify":1765285558319,"author":{"id":"3527667609076620","authorId":"3527667609076620","name":"发發虎","avatar":"https://static.tigerbbs.com/a13a8024fdb84b92780aefe022e21dde","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667609076620","idStr":"3527667609076620"},"themes":[],"title":"【一起发财】不追下一只英伟达,他靠这只股票,稳赚2万美金","htmlText":"在AI行情震荡、热门个股反复横跳的时候,有些人开始犹豫:到底还能买什么?市场越是不确定,越能看出稳健资产的价值。就在许多人观望时,有虎友悄悄抄底了标普500 ETF($VOO)——如今一看,他们不仅避开了波动,还实打实地赚了一笔:让我们一探究竟。恭喜 <a href=\"https://laohu8.com/U/3569975060242977\">@nahwu</a> 抄底VOO盈利 22,334美元恭喜 <a href=\"https://laohu8.com/U/3541231947927599\">@del</a> piero 抄底VOO盈利 11,444美元以上虎友欢迎添加虎妞微信(微信号:itiger2014),分享你的投资故事,赢取老虎限量周边,还有机会接受专访!为什么那么多人,兜兜转转又回到了标普500?巴菲特不止一次为标普 500 “站台”。在 2014 年的致股东信中,他写得很直白:“我的遗嘱里,留下的现金有 10% 放在短期美国国债里,其余 90% 全部买标普 500 指数基金。”这背后的逻辑,其实一点都不复杂:与其花大量精力去选股、择时,不如干脆把钱交给一整篮子头部公司。标普 500 指数跟踪的是美国股市中约 500 家最大的上市公司,覆盖了大约 80% 的美国股票总市值,自 1957 年创立至今,已经走过了六十多年。我们耳熟能详的苹果、微软、亚马逊、特斯拉、谷歌、伯克希尔、强生等公司,都包含在这只指数里。相比只押注一两只个股,投资指数本身的抗风险能力更强,也就是常说的“不要把鸡蛋放在一个篮子里”。而且标普 500 的成分股并不是一成不变的,而是动态调整:每个季度都会把符合资格的新公司纳入进来,同时剔除掉不再符合标准的公司。换句话说,买标普,你不需要每天纠结“到底是苹果更强,还是微软更强”,你只需要问自己一个更底层的问题:如果未来二三十年,美国这一套经济和资","listText":"在AI行情震荡、热门个股反复横跳的时候,有些人开始犹豫:到底还能买什么?市场越是不确定,越能看出稳健资产的价值。就在许多人观望时,有虎友悄悄抄底了标普500 ETF($VOO)——如今一看,他们不仅避开了波动,还实打实地赚了一笔:让我们一探究竟。恭喜 <a href=\"https://laohu8.com/U/3569975060242977\">@nahwu</a> 抄底VOO盈利 22,334美元恭喜 <a href=\"https://laohu8.com/U/3541231947927599\">@del</a> piero 抄底VOO盈利 11,444美元以上虎友欢迎添加虎妞微信(微信号:itiger2014),分享你的投资故事,赢取老虎限量周边,还有机会接受专访!为什么那么多人,兜兜转转又回到了标普500?巴菲特不止一次为标普 500 “站台”。在 2014 年的致股东信中,他写得很直白:“我的遗嘱里,留下的现金有 10% 放在短期美国国债里,其余 90% 全部买标普 500 指数基金。”这背后的逻辑,其实一点都不复杂:与其花大量精力去选股、择时,不如干脆把钱交给一整篮子头部公司。标普 500 指数跟踪的是美国股市中约 500 家最大的上市公司,覆盖了大约 80% 的美国股票总市值,自 1957 年创立至今,已经走过了六十多年。我们耳熟能详的苹果、微软、亚马逊、特斯拉、谷歌、伯克希尔、强生等公司,都包含在这只指数里。相比只押注一两只个股,投资指数本身的抗风险能力更强,也就是常说的“不要把鸡蛋放在一个篮子里”。而且标普 500 的成分股并不是一成不变的,而是动态调整:每个季度都会把符合资格的新公司纳入进来,同时剔除掉不再符合标准的公司。换句话说,买标普,你不需要每天纠结“到底是苹果更强,还是微软更强”,你只需要问自己一个更底层的问题:如果未来二三十年,美国这一套经济和资","text":"在AI行情震荡、热门个股反复横跳的时候,有些人开始犹豫:到底还能买什么?市场越是不确定,越能看出稳健资产的价值。就在许多人观望时,有虎友悄悄抄底了标普500 ETF($VOO)——如今一看,他们不仅避开了波动,还实打实地赚了一笔:让我们一探究竟。恭喜 @nahwu 抄底VOO盈利 22,334美元恭喜 @del piero 抄底VOO盈利 11,444美元以上虎友欢迎添加虎妞微信(微信号:itiger2014),分享你的投资故事,赢取老虎限量周边,还有机会接受专访!为什么那么多人,兜兜转转又回到了标普500?巴菲特不止一次为标普 500 “站台”。在 2014 年的致股东信中,他写得很直白:“我的遗嘱里,留下的现金有 10% 放在短期美国国债里,其余 90% 全部买标普 500 指数基金。”这背后的逻辑,其实一点都不复杂:与其花大量精力去选股、择时,不如干脆把钱交给一整篮子头部公司。标普 500 指数跟踪的是美国股市中约 500 家最大的上市公司,覆盖了大约 80% 的美国股票总市值,自 1957 年创立至今,已经走过了六十多年。我们耳熟能详的苹果、微软、亚马逊、特斯拉、谷歌、伯克希尔、强生等公司,都包含在这只指数里。相比只押注一两只个股,投资指数本身的抗风险能力更强,也就是常说的“不要把鸡蛋放在一个篮子里”。而且标普 500 的成分股并不是一成不变的,而是动态调整:每个季度都会把符合资格的新公司纳入进来,同时剔除掉不再符合标准的公司。换句话说,买标普,你不需要每天纠结“到底是苹果更强,还是微软更强”,你只需要问自己一个更底层的问题:如果未来二三十年,美国这一套经济和资","images":[{"img":"https://static.tigerbbs.com/f1fc8f2cb542c793ff2e241ffbb2b9d5"},{"img":"https://static.tigerbbs.com/58637d566ebf5370e6546bcb6a2b93e0"},{"img":"https://static.tigerbbs.com/14b97baaf9775073e58eaae5845057e7"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508939175989352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508731843145944,"gmtCreate":1765178337850,"gmtModify":1765178340226,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\"> $博通(AVGO)$ </a>上次涨了这么多,<a href=\"https://laohu8.com/S/LULU\"> $lululemon athletica(LULU)$ </a>跌了这么多,今次会不会相反的行情,买张put看看先 [财迷] [财迷] [财迷] [财迷] [财迷]","listText":"<a href=\"https://laohu8.com/S/AVGO\"> $博通(AVGO)$ </a>上次涨了这么多,<a href=\"https://laohu8.com/S/LULU\"> $lululemon athletica(LULU)$ </a>跌了这么多,今次会不会相反的行情,买张put看看先 [财迷] [财迷] [财迷] [财迷] [财迷]","text":"$博通(AVGO)$ 上次涨了这么多, $lululemon athletica(LULU)$ 跌了这么多,今次会不会相反的行情,买张put看看先 [财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508731843145944","isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508243218342000,"gmtCreate":1765066429676,"gmtModify":1765066432187,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508243218342000","repostId":"507722448913024","repostType":1,"repost":{"id":507722448913024,"gmtCreate":1764986281751,"gmtModify":1764988696545,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"74125836878304","idStr":"74125836878304"},"themes":[],"title":"四大粮商和宠物行业分析报告","htmlText":"嘉吉是全球四大粮商之首,也是美国第三大屠宰场,旗下品牌:动物营养品牌普瑞纳,普乐维美,佩玛思特,食品配料品牌植启,喜食家,可以恬,生物工业品牌:Atmer,B-Touth,Electrosperse,Priolube,其他品牌:鲁花,融佳。 公司收入1770亿美元,这个收入规模巨大,是四大粮商之首了,由于没有上市,不知道具体的市值多少,不过贸易商的毛利率都是个位数,所以估值都是很低的,由于行业也到了天花板,未来发展的空间也不大。 ADM是全球最大油菜籽、玉米、小麦、可可等农产品加工厂商。公司同时也拥有大规模的谷物仓库和运输网路,可以用来处理、储存、清洁、运输包含油菜籽、玉米、小麦、高粱、燕麦、大麦、农产品加工等产品。 ADM的品牌很多:宠物食品与营养品牌:Neovia, Equilibrio 英派特、SANPO 珍宝、Minino 迷你诺、Ganador 伽纳多和 Protexin 普乐特新,食品配料与风味品牌:Wild Flavors、Pancosma , 粮食作为一种大体积,低附加值的产品,中小企业来从事跨国贸易和运输的稳亏不赚的。粮农的贸易运输, 依靠的就是巨大的规模经济效益,通过巨大的采购量和处理量,把上游收购和下游运输的成本压倒最低,这样才能稳定的赚一点钱。ABCD四大,也是通过一百年左右的辛勤劳作,整合上下游,才形成如今躺赚的格局,新玩家几乎不可能插手,所以这个行业天生就是垄断的。 ADM作为四大粮商之一,股价三十年涨了十倍,这个涨幅有点少了,四大粮商说起来很厉害,其实行业早就饱和了,收入十几年都没有增长了,现在收入900亿美元,市值300亿美元,市销率只有0.3倍,估值这么低,一个原因当然是毛利率非常低,只有个位数,另外一个原因就是行业到了天花板,上涨空间不大了,农业其实都是不怎么赚钱的,长线投资价值不大。 邦吉是世界领先的油籽加工商,也是南美农场主所使用的化","listText":"嘉吉是全球四大粮商之首,也是美国第三大屠宰场,旗下品牌:动物营养品牌普瑞纳,普乐维美,佩玛思特,食品配料品牌植启,喜食家,可以恬,生物工业品牌:Atmer,B-Touth,Electrosperse,Priolube,其他品牌:鲁花,融佳。 公司收入1770亿美元,这个收入规模巨大,是四大粮商之首了,由于没有上市,不知道具体的市值多少,不过贸易商的毛利率都是个位数,所以估值都是很低的,由于行业也到了天花板,未来发展的空间也不大。 ADM是全球最大油菜籽、玉米、小麦、可可等农产品加工厂商。公司同时也拥有大规模的谷物仓库和运输网路,可以用来处理、储存、清洁、运输包含油菜籽、玉米、小麦、高粱、燕麦、大麦、农产品加工等产品。 ADM的品牌很多:宠物食品与营养品牌:Neovia, Equilibrio 英派特、SANPO 珍宝、Minino 迷你诺、Ganador 伽纳多和 Protexin 普乐特新,食品配料与风味品牌:Wild Flavors、Pancosma , 粮食作为一种大体积,低附加值的产品,中小企业来从事跨国贸易和运输的稳亏不赚的。粮农的贸易运输, 依靠的就是巨大的规模经济效益,通过巨大的采购量和处理量,把上游收购和下游运输的成本压倒最低,这样才能稳定的赚一点钱。ABCD四大,也是通过一百年左右的辛勤劳作,整合上下游,才形成如今躺赚的格局,新玩家几乎不可能插手,所以这个行业天生就是垄断的。 ADM作为四大粮商之一,股价三十年涨了十倍,这个涨幅有点少了,四大粮商说起来很厉害,其实行业早就饱和了,收入十几年都没有增长了,现在收入900亿美元,市值300亿美元,市销率只有0.3倍,估值这么低,一个原因当然是毛利率非常低,只有个位数,另外一个原因就是行业到了天花板,上涨空间不大了,农业其实都是不怎么赚钱的,长线投资价值不大。 邦吉是世界领先的油籽加工商,也是南美农场主所使用的化","text":"嘉吉是全球四大粮商之首,也是美国第三大屠宰场,旗下品牌:动物营养品牌普瑞纳,普乐维美,佩玛思特,食品配料品牌植启,喜食家,可以恬,生物工业品牌:Atmer,B-Touth,Electrosperse,Priolube,其他品牌:鲁花,融佳。 公司收入1770亿美元,这个收入规模巨大,是四大粮商之首了,由于没有上市,不知道具体的市值多少,不过贸易商的毛利率都是个位数,所以估值都是很低的,由于行业也到了天花板,未来发展的空间也不大。 ADM是全球最大油菜籽、玉米、小麦、可可等农产品加工厂商。公司同时也拥有大规模的谷物仓库和运输网路,可以用来处理、储存、清洁、运输包含油菜籽、玉米、小麦、高粱、燕麦、大麦、农产品加工等产品。 ADM的品牌很多:宠物食品与营养品牌:Neovia, Equilibrio 英派特、SANPO 珍宝、Minino 迷你诺、Ganador 伽纳多和 Protexin 普乐特新,食品配料与风味品牌:Wild Flavors、Pancosma , 粮食作为一种大体积,低附加值的产品,中小企业来从事跨国贸易和运输的稳亏不赚的。粮农的贸易运输, 依靠的就是巨大的规模经济效益,通过巨大的采购量和处理量,把上游收购和下游运输的成本压倒最低,这样才能稳定的赚一点钱。ABCD四大,也是通过一百年左右的辛勤劳作,整合上下游,才形成如今躺赚的格局,新玩家几乎不可能插手,所以这个行业天生就是垄断的。 ADM作为四大粮商之一,股价三十年涨了十倍,这个涨幅有点少了,四大粮商说起来很厉害,其实行业早就饱和了,收入十几年都没有增长了,现在收入900亿美元,市值300亿美元,市销率只有0.3倍,估值这么低,一个原因当然是毛利率非常低,只有个位数,另外一个原因就是行业到了天花板,上涨空间不大了,农业其实都是不怎么赚钱的,长线投资价值不大。 邦吉是世界领先的油籽加工商,也是南美农场主所使用的化","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507722448913024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507687675822616,"gmtCreate":1764977788200,"gmtModify":1764977790535,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507687675822616","repostId":"507544879882344","repostType":1,"repost":{"id":507544879882344,"gmtCreate":1764945084487,"gmtModify":1765174816910,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>年底前最大不确定是大盘是否会回调到650,从spy的看跌行权价来看有不少策略在为此对冲,比如buy <a href=\"https://laohu8.com/OPT/SPY%2020251231%20680.0%20PUT\">$SPY 20251231 680.0 PUT$</a> sell <a href=\"https://laohu8.com/OPT/SPY 20251231 650.0 PUT\">$SPY 20251231 650.0 PUT$ </a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>下周依然是在170~190之间震荡,波动可能比本周剧烈。想省事可以sell call200 <a href=\"https://laohu8.com/OPT/NVDA%2020251219%20200.0%20CALL\">$NVDA 20251219 200.0 CALL$</a> ,甚至可以考虑卖1月到期的。另外看跌期权显示对圣诞节前行情有很大不确定性,也可以理解,股价如果涨不上去肯定就要向下波动。但总体来说还是在180~200区间内。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>机构开仓价差策略,sell call <a href=\"https://laohu8.com/OPT/TSLA%2020251212%20470.0%20CALL\">$TSLA 20251212 470.0 CALL$</a> ,buy call <a href=\"https://laohu8.com/OPT/TSLA 20251212 490.0 CALL\">$TSLA </a>","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>年底前最大不确定是大盘是否会回调到650,从spy的看跌行权价来看有不少策略在为此对冲,比如buy <a href=\"https://laohu8.com/OPT/SPY%2020251231%20680.0%20PUT\">$SPY 20251231 680.0 PUT$</a> sell <a href=\"https://laohu8.com/OPT/SPY 20251231 650.0 PUT\">$SPY 20251231 650.0 PUT$ </a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>下周依然是在170~190之间震荡,波动可能比本周剧烈。想省事可以sell call200 <a href=\"https://laohu8.com/OPT/NVDA%2020251219%20200.0%20CALL\">$NVDA 20251219 200.0 CALL$</a> ,甚至可以考虑卖1月到期的。另外看跌期权显示对圣诞节前行情有很大不确定性,也可以理解,股价如果涨不上去肯定就要向下波动。但总体来说还是在180~200区间内。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>机构开仓价差策略,sell call <a href=\"https://laohu8.com/OPT/TSLA%2020251212%20470.0%20CALL\">$TSLA 20251212 470.0 CALL$</a> ,buy call <a href=\"https://laohu8.com/OPT/TSLA 20251212 490.0 CALL\">$TSLA </a>","text":"$标普500ETF(SPY)$年底前最大不确定是大盘是否会回调到650,从spy的看跌行权价来看有不少策略在为此对冲,比如buy $SPY 20251231 680.0 PUT$ sell $SPY 20251231 650.0 PUT$ $英伟达(NVDA)$下周依然是在170~190之间震荡,波动可能比本周剧烈。想省事可以sell call200 $NVDA 20251219 200.0 CALL$ ,甚至可以考虑卖1月到期的。另外看跌期权显示对圣诞节前行情有很大不确定性,也可以理解,股价如果涨不上去肯定就要向下波动。但总体来说还是在180~200区间内。$特斯拉(TSLA)$机构开仓价差策略,sell call $TSLA 20251212 470.0 CALL$ ,buy call $TSLA","images":[{"img":"https://static.tigerbbs.com/4a3af9319a3506e7de5023a5898a2f15"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507544879882344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507780331171936,"gmtCreate":1764945540821,"gmtModify":1764945542970,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"htmlText":"定投<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>吧,都不知道买啥好 [财迷] [财迷] [财迷] [财迷] [财迷]","listText":"定投<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>吧,都不知道买啥好 [财迷] [财迷] [财迷] [财迷] [财迷]","text":"定投 $标普500ETF(SPY)$ 吧,都不知道买啥好 [财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507780331171936","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507529870533416,"gmtCreate":1764939273940,"gmtModify":1764939276205,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507529870533416","repostId":"507491663003752","repostType":1,"repost":{"id":507491663003752,"gmtCreate":1764929350518,"gmtModify":1764929397129,"author":{"id":"1436866998000","authorId":"1436866998000","name":"然妈看美股","avatar":"https://static.tigerbbs.com/03acd63f394134e53cb315da4b353c9a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"高盛家族办公室报告:2026年,保持弹性、拥抱科技、远离废纸、押注未来。🧐","htmlText":"核心观点:高盛2025年家族办公室报告显示,全球245个平均管理资产超10亿美元的家办,当前最大担忧是地缘政治冲突(61%)和世界秩序失灵,而非市场波动。资产配置策略(均值):现金12%:作为战术性\"子弹\",用于抄底加仓,而非囤积股票31%:重仓优质核心资产(尤其美股科技),作为抗通胀基础盘另类资产42%:核心对冲工具,包括黄金、私募股权、房地产、基建、能源等,构建\"反脆弱\"组合重点投资方向:AI(86%已配置):38%直接布局一级市场(AGI、AI医疗、机器人、算力基建),押注未来30年工业革命加密资产(配置率从16%→33%):亚太家办达39%,作为对冲全球货币体系风险的\"保险\",而非投机普通人可复制的逻辑:现金保持流动性即可,重点配置生产力资产长期拥抱AI全产业链投资适度配置无主权风险资产(加密、黄金)对冲法币风险采用专业化思维,不懂不投主动学习\"冲浪\"而非被动躲避风浪总结: 保持弹性、拥抱科技、远离废纸、押注未来。","listText":"核心观点:高盛2025年家族办公室报告显示,全球245个平均管理资产超10亿美元的家办,当前最大担忧是地缘政治冲突(61%)和世界秩序失灵,而非市场波动。资产配置策略(均值):现金12%:作为战术性\"子弹\",用于抄底加仓,而非囤积股票31%:重仓优质核心资产(尤其美股科技),作为抗通胀基础盘另类资产42%:核心对冲工具,包括黄金、私募股权、房地产、基建、能源等,构建\"反脆弱\"组合重点投资方向:AI(86%已配置):38%直接布局一级市场(AGI、AI医疗、机器人、算力基建),押注未来30年工业革命加密资产(配置率从16%→33%):亚太家办达39%,作为对冲全球货币体系风险的\"保险\",而非投机普通人可复制的逻辑:现金保持流动性即可,重点配置生产力资产长期拥抱AI全产业链投资适度配置无主权风险资产(加密、黄金)对冲法币风险采用专业化思维,不懂不投主动学习\"冲浪\"而非被动躲避风浪总结: 保持弹性、拥抱科技、远离废纸、押注未来。","text":"核心观点:高盛2025年家族办公室报告显示,全球245个平均管理资产超10亿美元的家办,当前最大担忧是地缘政治冲突(61%)和世界秩序失灵,而非市场波动。资产配置策略(均值):现金12%:作为战术性\"子弹\",用于抄底加仓,而非囤积股票31%:重仓优质核心资产(尤其美股科技),作为抗通胀基础盘另类资产42%:核心对冲工具,包括黄金、私募股权、房地产、基建、能源等,构建\"反脆弱\"组合重点投资方向:AI(86%已配置):38%直接布局一级市场(AGI、AI医疗、机器人、算力基建),押注未来30年工业革命加密资产(配置率从16%→33%):亚太家办达39%,作为对冲全球货币体系风险的\"保险\",而非投机普通人可复制的逻辑:现金保持流动性即可,重点配置生产力资产长期拥抱AI全产业链投资适度配置无主权风险资产(加密、黄金)对冲法币风险采用专业化思维,不懂不投主动学习\"冲浪\"而非被动躲避风浪总结: 保持弹性、拥抱科技、远离废纸、押注未来。","images":[{"img":"https://static.tigerbbs.com/5fd692c11a2bf6fcaec0c3f71006e894"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507491663003752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507080103535448,"gmtCreate":1764829514341,"gmtModify":1764829516771,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507080103535448","repostId":"507034513765440","repostType":1,"repost":{"id":507034513765440,"gmtCreate":1764818407036,"gmtModify":1764821462703,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"74125836878304","idStr":"74125836878304"},"themes":[],"title":"成长股为什么要大涨了?","htmlText":"美股继续上涨,已经形成八连阳了,这是标准的牛市才会出现的情况,随着特朗普要哈塞特要当下届美联储主席,美联储未来几年会迎来大幅降息,特朗普会复制小布什把利息降到1%,那就会迎来大牛市。至于大幅降息以后会不会出现2008年的次贷危机,我也不知道,反正我会在加息的时候跑出来,如果真的在降息周期上涨太多的话,那降息的时候确实容易崩盘,当然美国现在是以科技产业为主,传统产业占比很低,所以不会出现2008年的次贷危机。我一直说过,现在有几大利好,一个是前期跌多了,现在这些股票就会反弹,像LUNR,CRCL,ASTS这些成长股就反弹了,APP还创了历史新高,跌起来快,涨起来就快,这就是成长股的逻辑,所以下次记得跌得多的时候买。第二个利好就是取消了农产品的关税,这样通胀就能下来,就能降息了,还有联邦法官有可能会取消全面关税,那就是大利好了,第三个就是创世创计划对人工智能跟高端制造业是利好,LUNR,OKLO,RKLB都是高端制造业,现在开始涨了。第四个利好就是特朗普的支持率创了新低,只有36%了,每次特朗普的支持率创了新低,后面就会来一波大涨,因为特朗普会想办法把股市拉起来了的,我这段时间一直是这个观点,事实证明我说的是对的,果然是在反弹。纳斯达克没有怎么涨,但是成长股大涨了,这也是好事,因为前期时间光涨指数,不涨个股,现在成长股开始涨了,很多人说我这些成长股不行了,我一直说了要耐心,不能几天不涨就着急,做长线的人怎么能没有耐心呢。成长股为什么要大涨呢,前期跌得多是一个原因,另外一个原因就是前景好,现在都处于行业的爆发期,像OKLO的核电站一旦建好了,发电成本就能大幅下降,因为核电是最便宜的电力,解决当下数据中心缺电的困境。而QS的固态电池一旦大规模量产,就能让汽车的续航里程达到一千公里,解决了续航焦虑,而且成本低,不起火,解决了现在电动车所有的短板,会大大促进电动车产业的发展,这对特斯拉","listText":"美股继续上涨,已经形成八连阳了,这是标准的牛市才会出现的情况,随着特朗普要哈塞特要当下届美联储主席,美联储未来几年会迎来大幅降息,特朗普会复制小布什把利息降到1%,那就会迎来大牛市。至于大幅降息以后会不会出现2008年的次贷危机,我也不知道,反正我会在加息的时候跑出来,如果真的在降息周期上涨太多的话,那降息的时候确实容易崩盘,当然美国现在是以科技产业为主,传统产业占比很低,所以不会出现2008年的次贷危机。我一直说过,现在有几大利好,一个是前期跌多了,现在这些股票就会反弹,像LUNR,CRCL,ASTS这些成长股就反弹了,APP还创了历史新高,跌起来快,涨起来就快,这就是成长股的逻辑,所以下次记得跌得多的时候买。第二个利好就是取消了农产品的关税,这样通胀就能下来,就能降息了,还有联邦法官有可能会取消全面关税,那就是大利好了,第三个就是创世创计划对人工智能跟高端制造业是利好,LUNR,OKLO,RKLB都是高端制造业,现在开始涨了。第四个利好就是特朗普的支持率创了新低,只有36%了,每次特朗普的支持率创了新低,后面就会来一波大涨,因为特朗普会想办法把股市拉起来了的,我这段时间一直是这个观点,事实证明我说的是对的,果然是在反弹。纳斯达克没有怎么涨,但是成长股大涨了,这也是好事,因为前期时间光涨指数,不涨个股,现在成长股开始涨了,很多人说我这些成长股不行了,我一直说了要耐心,不能几天不涨就着急,做长线的人怎么能没有耐心呢。成长股为什么要大涨呢,前期跌得多是一个原因,另外一个原因就是前景好,现在都处于行业的爆发期,像OKLO的核电站一旦建好了,发电成本就能大幅下降,因为核电是最便宜的电力,解决当下数据中心缺电的困境。而QS的固态电池一旦大规模量产,就能让汽车的续航里程达到一千公里,解决了续航焦虑,而且成本低,不起火,解决了现在电动车所有的短板,会大大促进电动车产业的发展,这对特斯拉","text":"美股继续上涨,已经形成八连阳了,这是标准的牛市才会出现的情况,随着特朗普要哈塞特要当下届美联储主席,美联储未来几年会迎来大幅降息,特朗普会复制小布什把利息降到1%,那就会迎来大牛市。至于大幅降息以后会不会出现2008年的次贷危机,我也不知道,反正我会在加息的时候跑出来,如果真的在降息周期上涨太多的话,那降息的时候确实容易崩盘,当然美国现在是以科技产业为主,传统产业占比很低,所以不会出现2008年的次贷危机。我一直说过,现在有几大利好,一个是前期跌多了,现在这些股票就会反弹,像LUNR,CRCL,ASTS这些成长股就反弹了,APP还创了历史新高,跌起来快,涨起来就快,这就是成长股的逻辑,所以下次记得跌得多的时候买。第二个利好就是取消了农产品的关税,这样通胀就能下来,就能降息了,还有联邦法官有可能会取消全面关税,那就是大利好了,第三个就是创世创计划对人工智能跟高端制造业是利好,LUNR,OKLO,RKLB都是高端制造业,现在开始涨了。第四个利好就是特朗普的支持率创了新低,只有36%了,每次特朗普的支持率创了新低,后面就会来一波大涨,因为特朗普会想办法把股市拉起来了的,我这段时间一直是这个观点,事实证明我说的是对的,果然是在反弹。纳斯达克没有怎么涨,但是成长股大涨了,这也是好事,因为前期时间光涨指数,不涨个股,现在成长股开始涨了,很多人说我这些成长股不行了,我一直说了要耐心,不能几天不涨就着急,做长线的人怎么能没有耐心呢。成长股为什么要大涨呢,前期跌得多是一个原因,另外一个原因就是前景好,现在都处于行业的爆发期,像OKLO的核电站一旦建好了,发电成本就能大幅下降,因为核电是最便宜的电力,解决当下数据中心缺电的困境。而QS的固态电池一旦大规模量产,就能让汽车的续航里程达到一千公里,解决了续航焦虑,而且成本低,不起火,解决了现在电动车所有的短板,会大大促进电动车产业的发展,这对特斯拉","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507034513765440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506805508854720,"gmtCreate":1764762488956,"gmtModify":1764762491438,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520351954744518","idStr":"3520351954744518"},"themes":[],"htmlText":"不会吧,还是要根据实际情况,应该是慢慢来降息吧 [得意] [得意] [得意] [得意],我猜的<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>定投比较安全,然后慢慢清仓黄金","listText":"不会吧,还是要根据实际情况,应该是慢慢来降息吧 [得意] [得意] [得意] [得意],我猜的<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>定投比较安全,然后慢慢清仓黄金","text":"不会吧,还是要根据实际情况,应该是慢慢来降息吧 [得意] [得意] [得意] [得意],我猜的 $标普500ETF(SPY)$ 定投比较安全,然后慢慢清仓黄金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/506805508854720","isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000696","authorId":"9000000000000696","name":"BarbaraWillard","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000696","idStr":"9000000000000696"},"content":"定投SPY稳啊,黄金确实该慢慢撤了[强]","text":"定投SPY稳啊,黄金确实该慢慢撤了[强]","html":"定投SPY稳啊,黄金确实该慢慢撤了[强]"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":283065628242000,"gmtCreate":1710136324625,"gmtModify":1710136326851,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"themes":[],"htmlText":"如果有一千万,肯给买股票<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>,买保险<a href=\"https://laohu8.com/S/01299\"> $友邦保险(01299)$ </a>,买房子<a href=\"https://laohu8.com/S/02007\"> $碧桂园(02007)$ </a>每年一次去旅游<a href=\"https://laohu8.com/S/TCOM\"> $携程网(TCOM)$ </a>。如果投资就要雨露均沾,不要放在同一个篮子里。英伟达<a href=\"https://laohu8.com/S/NVDA\"> $英伟达(NVDA)$ </a>最有潜力了哈哈","listText":"如果有一千万,肯给买股票<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>,买保险<a href=\"https://laohu8.com/S/01299\"> $友邦保险(01299)$ </a>,买房子<a href=\"https://laohu8.com/S/02007\"> $碧桂园(02007)$ </a>每年一次去旅游<a href=\"https://laohu8.com/S/TCOM\"> $携程网(TCOM)$ </a>。如果投资就要雨露均沾,不要放在同一个篮子里。英伟达<a href=\"https://laohu8.com/S/NVDA\"> $英伟达(NVDA)$ </a>最有潜力了哈哈","text":"如果有一千万,肯给买股票 $标普500ETF(SPY)$ ,买保险 $友邦保险(01299)$ ,买房子 $碧桂园(02007)$ 每年一次去旅游 $携程网(TCOM)$ 。如果投资就要雨露均沾,不要放在同一个篮子里。英伟达 $英伟达(NVDA)$ 最有潜力了哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/283065628242000","repostId":"283044893331528","repostType":1,"repost":{"id":283044893331528,"gmtCreate":1710128880827,"gmtModify":1710128986062,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"如果手持1000万现金,你会如何安排?","htmlText":"今天来聊一个快乐的话题[得意]:如果天降1000万,你会把这1000万如何安排?买房?买车?去环游世界?全图鉴你最喜欢的游戏?还是会去投资,让这1000万变得更多?投资 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> ?黄金 <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2404(GCmain)$</a> ?还是比特币概念股 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> ?你认为这三个谁更有潜力?来吧虎友们,一起聊一聊,评论有虎币哦[你懂的][你懂的] <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","listText":"今天来聊一个快乐的话题[得意]:如果天降1000万,你会把这1000万如何安排?买房?买车?去环游世界?全图鉴你最喜欢的游戏?还是会去投资,让这1000万变得更多?投资 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> ?黄金 <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2404(GCmain)$</a> ?还是比特币概念股 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> ?你认为这三个谁更有潜力?来吧虎友们,一起聊一聊,评论有虎币哦[你懂的][你懂的] <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","text":"今天来聊一个快乐的话题[得意]:如果天降1000万,你会把这1000万如何安排?买房?买车?去环游世界?全图鉴你最喜欢的游戏?还是会去投资,让这1000万变得更多?投资 $英伟达(NVDA)$ ?黄金 $黄金主连 2404(GCmain)$ ?还是比特币概念股 $Coinbase Global, Inc.(COIN)$ $Marathon Digital Holdings Inc(MARA)$ ?你认为这三个谁更有潜力?来吧虎友们,一起聊一聊,评论有虎币哦[你懂的][你懂的] $老虎证券(TIGR)$ $纳斯达克(.IXIC)$ $恒生指数(HSI)$ $特斯拉(TSLA)$ $苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283044893331528","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"vote":{"id":3139,"gmtBegin":1710128917451,"gmtEnd":1710733699141,"type":1,"upper":1,"title":"你认为谁在5年内更有潜力?","choices":[{"id":11375,"sort":1,"name":"英伟达","userSize":51,"voted":false},{"id":11376,"sort":2,"name":"比特币概念股","userSize":42,"voted":false},{"id":11377,"sort":3,"name":"黄金","userSize":19,"voted":false}]},"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4991,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3543311943634711","authorId":"3543311943634711","name":"程程的小迷妹","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3543311943634711","authorIdStr":"3543311943634711"},"content":"如果有一千万,我先拿出一百万投资移民加拿大,然后躺平,投资的话就买标普500就行了,稳定的增益足够跑赢通胀还保障生活需要了。","text":"如果有一千万,我先拿出一百万投资移民加拿大,然后躺平,投资的话就买标普500就行了,稳定的增益足够跑赢通胀还保障生活需要了。","html":"如果有一千万,我先拿出一百万投资移民加拿大,然后躺平,投资的话就买标普500就行了,稳定的增益足够跑赢通胀还保障生活需要了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511635395035152,"gmtCreate":1765938028662,"gmtModify":1765938031258,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"themes":[],"htmlText":"新的一年都希望大家的股票涨涨,<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>,上证,恒生指数都涨 [得意] [得意] [得意] [得意] [得意]祝大家过个肥年","listText":"新的一年都希望大家的股票涨涨,<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>,上证,恒生指数都涨 [得意] [得意] [得意] [得意] [得意]祝大家过个肥年","text":"新的一年都希望大家的股票涨涨, $标普500ETF(SPY)$ ,上证,恒生指数都涨 [得意] [得意] [得意] [得意] [得意]祝大家过个肥年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511635395035152","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276786958610512,"gmtCreate":1708604089382,"gmtModify":1708604091274,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>看看吧","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>看看吧","text":"$纳指三倍做空ETF(SQQQ)$ 看看吧","images":[{"img":"https://static.tigerbbs.com/c64c70fc5d6b4f86a402f3cc4e14b7dc","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/276786958610512","isVote":1,"tweetType":1,"viewCount":2893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":623891169,"gmtCreate":1671173357851,"gmtModify":1671173359747,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"themes":[],"htmlText":"我在广州,父母都没有得到,但是都差不多了了周围的人都阳了。对于特效药没有觉得又什么特别,就当自己有个感冒发烧咳嗽了","listText":"我在广州,父母都没有得到,但是都差不多了了周围的人都阳了。对于特效药没有觉得又什么特别,就当自己有个感冒发烧咳嗽了","text":"我在广州,父母都没有得到,但是都差不多了了周围的人都阳了。对于特效药没有觉得又什么特别,就当自己有个感冒发烧咳嗽了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/623891169","repostId":"623355695","repostType":1,"repost":{"id":623355695,"gmtCreate":1671084789717,"gmtModify":1671084807613,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"阳了是种什么体验?辉瑞新冠药,谁能用?","htmlText":"随着“新十条”的发布,疫情出现了新的形势,人人成为了自己健康的第一责任人。以前同事见面:您吃过了吗?现在同事见面:您阳了吗?眼看着中招的同事、朋友越来越多,朋友圈人均体温38.5°,只剩下一众天选打工人在“我怎么还没阳”的疑惑中,挑起整个公司的大梁。是的,小话也阳了。喜提双杠身为第一批中招的小“羊”人,小话结合切身感受,给大家分享“阳过”体会。首先根据新闻消息,北京流传的新冠病毒,以奥密克戎变异株BF.7为主,区别广州流行的BA.5.2毒株,北京BF.7的传染性更强,症状更严重,中招后症状之一就是高烧。初症状:嗓子干,轻微咳嗽,但北京的冬天干燥,所以刚开始并没有意识到自己中招。开始发热:第一天还以为只是感冒,匆忙回到家发现已经烧到了38.7°,抗原显示阴性;第二天一大早,已经烧到了39.5°,浑身像被人打了一样酸疼,走路腿比我70岁的姥姥还抖,甩温度计也成了艰巨任务。高烧持续2天左右,会转为低烧。嗓子吞刀片:半夜嗓子疼醒好几次,每一次吞咽都像在吞刀片,每喝一口水都堪比渡劫;这时候高烧已经退成了低烧。味觉消失:吃啥都没味儿,让本来就没有的食欲雪上加霜。不过,据本人真实感受,如果舔一口盐,还是能尝出来咸味的。除了以上这些症状外,还有头晕恶心、嗓音沙哑、咳嗽严重、肠胃不适、身体乏力等症状。当然,症状因人而异,比如小话身在老家、同时中招的父母(本以为症状要重一些,谁知道病了三天后,我妈就能中气十足地打电话训还躺在床上半死不活的我了)听说辉瑞的新冠特效药Paxlovid(奈玛特韦/利托那韦片)开卖了,一盒定价2980元。购药者需要上传核酸或抗原阳性照片,获得Paxlovid处方,但是这种药是作为治疗重症患者的后备手段,不能用来预防。<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> 最后,心态要稳。还没阳的“天选”们,好好防护,奥密克戎虽","listText":"随着“新十条”的发布,疫情出现了新的形势,人人成为了自己健康的第一责任人。以前同事见面:您吃过了吗?现在同事见面:您阳了吗?眼看着中招的同事、朋友越来越多,朋友圈人均体温38.5°,只剩下一众天选打工人在“我怎么还没阳”的疑惑中,挑起整个公司的大梁。是的,小话也阳了。喜提双杠身为第一批中招的小“羊”人,小话结合切身感受,给大家分享“阳过”体会。首先根据新闻消息,北京流传的新冠病毒,以奥密克戎变异株BF.7为主,区别广州流行的BA.5.2毒株,北京BF.7的传染性更强,症状更严重,中招后症状之一就是高烧。初症状:嗓子干,轻微咳嗽,但北京的冬天干燥,所以刚开始并没有意识到自己中招。开始发热:第一天还以为只是感冒,匆忙回到家发现已经烧到了38.7°,抗原显示阴性;第二天一大早,已经烧到了39.5°,浑身像被人打了一样酸疼,走路腿比我70岁的姥姥还抖,甩温度计也成了艰巨任务。高烧持续2天左右,会转为低烧。嗓子吞刀片:半夜嗓子疼醒好几次,每一次吞咽都像在吞刀片,每喝一口水都堪比渡劫;这时候高烧已经退成了低烧。味觉消失:吃啥都没味儿,让本来就没有的食欲雪上加霜。不过,据本人真实感受,如果舔一口盐,还是能尝出来咸味的。除了以上这些症状外,还有头晕恶心、嗓音沙哑、咳嗽严重、肠胃不适、身体乏力等症状。当然,症状因人而异,比如小话身在老家、同时中招的父母(本以为症状要重一些,谁知道病了三天后,我妈就能中气十足地打电话训还躺在床上半死不活的我了)听说辉瑞的新冠特效药Paxlovid(奈玛特韦/利托那韦片)开卖了,一盒定价2980元。购药者需要上传核酸或抗原阳性照片,获得Paxlovid处方,但是这种药是作为治疗重症患者的后备手段,不能用来预防。<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> 最后,心态要稳。还没阳的“天选”们,好好防护,奥密克戎虽","text":"随着“新十条”的发布,疫情出现了新的形势,人人成为了自己健康的第一责任人。以前同事见面:您吃过了吗?现在同事见面:您阳了吗?眼看着中招的同事、朋友越来越多,朋友圈人均体温38.5°,只剩下一众天选打工人在“我怎么还没阳”的疑惑中,挑起整个公司的大梁。是的,小话也阳了。喜提双杠身为第一批中招的小“羊”人,小话结合切身感受,给大家分享“阳过”体会。首先根据新闻消息,北京流传的新冠病毒,以奥密克戎变异株BF.7为主,区别广州流行的BA.5.2毒株,北京BF.7的传染性更强,症状更严重,中招后症状之一就是高烧。初症状:嗓子干,轻微咳嗽,但北京的冬天干燥,所以刚开始并没有意识到自己中招。开始发热:第一天还以为只是感冒,匆忙回到家发现已经烧到了38.7°,抗原显示阴性;第二天一大早,已经烧到了39.5°,浑身像被人打了一样酸疼,走路腿比我70岁的姥姥还抖,甩温度计也成了艰巨任务。高烧持续2天左右,会转为低烧。嗓子吞刀片:半夜嗓子疼醒好几次,每一次吞咽都像在吞刀片,每喝一口水都堪比渡劫;这时候高烧已经退成了低烧。味觉消失:吃啥都没味儿,让本来就没有的食欲雪上加霜。不过,据本人真实感受,如果舔一口盐,还是能尝出来咸味的。除了以上这些症状外,还有头晕恶心、嗓音沙哑、咳嗽严重、肠胃不适、身体乏力等症状。当然,症状因人而异,比如小话身在老家、同时中招的父母(本以为症状要重一些,谁知道病了三天后,我妈就能中气十足地打电话训还躺在床上半死不活的我了)听说辉瑞的新冠特效药Paxlovid(奈玛特韦/利托那韦片)开卖了,一盒定价2980元。购药者需要上传核酸或抗原阳性照片,获得Paxlovid处方,但是这种药是作为治疗重症患者的后备手段,不能用来预防。$辉瑞(PFE)$ 最后,心态要稳。还没阳的“天选”们,好好防护,奥密克戎虽","images":[{"img":"https://static.tigerbbs.com/534a18459280ad9249547232c826bad9","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/75e4abf8fdb269763cbce492fa5b8217","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/34c0dcb46ea2138ce1dbeb6acfee8ac9","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623355695","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341469520240944,"gmtCreate":1724387274440,"gmtModify":1724411924836,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"themes":[],"htmlText":"目前特朗普<a href=\"https://laohu8.com/S/DJT\"> $特朗普媒体科技集团(DJT)$ </a>胜出的话,他自己公司的股票会利好大涨吧,币圈也会涨一下?昨天高开低走,还是看最近的局势吧。马斯克就妥妥的利益关系,他们的关系最近和好了很多,肯定会利好<a href=\"https://laohu8.com/S/TSLA\"> $特斯拉(TSLA)$ </a>的股价肯定会受益 [鬼脸]","listText":"目前特朗普<a href=\"https://laohu8.com/S/DJT\"> $特朗普媒体科技集团(DJT)$ </a>胜出的话,他自己公司的股票会利好大涨吧,币圈也会涨一下?昨天高开低走,还是看最近的局势吧。马斯克就妥妥的利益关系,他们的关系最近和好了很多,肯定会利好<a href=\"https://laohu8.com/S/TSLA\"> $特斯拉(TSLA)$ </a>的股价肯定会受益 [鬼脸]","text":"目前特朗普 $特朗普媒体科技集团(DJT)$ 胜出的话,他自己公司的股票会利好大涨吧,币圈也会涨一下?昨天高开低走,还是看最近的局势吧。马斯克就妥妥的利益关系,他们的关系最近和好了很多,肯定会利好 $特斯拉(TSLA)$ 的股价肯定会受益 [鬼脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/341469520240944","isVote":1,"tweetType":1,"viewCount":11796,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471039804232802","authorId":"3471039804232802","name":"米格21","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3471039804232802","authorIdStr":"3471039804232802"},"content":"别做梦了,中文自媒体害人不浅啊","text":"别做梦了,中文自媒体害人不浅啊","html":"别做梦了,中文自媒体害人不浅啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623449242,"gmtCreate":1671624692686,"gmtModify":1671624694853,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/4087214492167970\">@khikho</a>:话题虎不是虎妞//<a href=\"https://laohu8.com/U/4087214492167970\">@khikho</a>:2022年我没有能够成功把握住投资机会,因为我根本就是在守株待兔,没有主动出击过。 2022年收益率9%。 2023年,有哪些值得布局的行业领域?我也在等待答案,虎妞我们手牵手一起等哈 [贱笑][贱笑][贱笑]","listText":"回复 <a href=\"https://laohu8.com/U/4087214492167970\">@khikho</a>:话题虎不是虎妞//<a href=\"https://laohu8.com/U/4087214492167970\">@khikho</a>:2022年我没有能够成功把握住投资机会,因为我根本就是在守株待兔,没有主动出击过。 2022年收益率9%。 2023年,有哪些值得布局的行业领域?我也在等待答案,虎妞我们手牵手一起等哈 [贱笑][贱笑][贱笑]","text":"回复 @khikho:话题虎不是虎妞//@khikho:2022年我没有能够成功把握住投资机会,因为我根本就是在守株待兔,没有主动出击过。 2022年收益率9%。 2023年,有哪些值得布局的行业领域?我也在等待答案,虎妞我们手牵手一起等哈 [贱笑][贱笑][贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/623449242","repostId":"623481786","repostType":1,"repost":{"id":623481786,"gmtCreate":1671601686446,"gmtModify":1671601700004,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"2022年有股暴涨9倍!今年你抓住了哪些投资机会?","htmlText":"2022年转瞬即逝,今年的市场在疫情、俄乌冲突、通货膨胀加剧、美联储加息、经济衰退等多重因素影响下,一路震荡波动。不过,即便大环境糟糕,也有股逆势暴涨9倍。今年都有哪些可以闷声发财的机会?先来看看美股在美联储紧缩背景下,今年的美股一路下行,虽然<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 有过几次反弹,但仍然不改下跌趋势。10月通胀降温,市场纷纷猜测美联储或将结束激进加息,股市也跟着反弹,但过去两周,美股再次回落,标普500指数今年以来下跌了20.33%。但是,今年的能源股逆势大涨,成为标普500指数中,表现最亮眼的板块。外媒报道,截至12月13日,美股能源板块在2022年累计飙升了约55%,年度涨幅创纪录。能源巨头美国联合能源公司<a href=\"https://laohu8.com/S/CEG\">$Constellation Energy Corp(CEG)$</a> 年初至今创下108.48%的涨幅,<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 年内累计涨幅100.8%,石油和天然气企业<a href=\"https://laohu8.com/S/AR\">$Antero Resources Corp(AR)$</a> 年内涨幅87.48%回顾今年的港股市场,走势比较一言难尽,惨到没眼看,好在经历了20个月的下跌后,迎来大幅反弹,在2022年年尾表现,堪称一骑绝尘。11月1日以来,<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> 累计上涨超50%,大幅上涨30.2%,在全球市场中,表现相当亮眼。其中,<a href=\"https://laohu8.com/S/01797\">$新东方在线(0</a>","listText":"2022年转瞬即逝,今年的市场在疫情、俄乌冲突、通货膨胀加剧、美联储加息、经济衰退等多重因素影响下,一路震荡波动。不过,即便大环境糟糕,也有股逆势暴涨9倍。今年都有哪些可以闷声发财的机会?先来看看美股在美联储紧缩背景下,今年的美股一路下行,虽然<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 有过几次反弹,但仍然不改下跌趋势。10月通胀降温,市场纷纷猜测美联储或将结束激进加息,股市也跟着反弹,但过去两周,美股再次回落,标普500指数今年以来下跌了20.33%。但是,今年的能源股逆势大涨,成为标普500指数中,表现最亮眼的板块。外媒报道,截至12月13日,美股能源板块在2022年累计飙升了约55%,年度涨幅创纪录。能源巨头美国联合能源公司<a href=\"https://laohu8.com/S/CEG\">$Constellation Energy Corp(CEG)$</a> 年初至今创下108.48%的涨幅,<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 年内累计涨幅100.8%,石油和天然气企业<a href=\"https://laohu8.com/S/AR\">$Antero Resources Corp(AR)$</a> 年内涨幅87.48%回顾今年的港股市场,走势比较一言难尽,惨到没眼看,好在经历了20个月的下跌后,迎来大幅反弹,在2022年年尾表现,堪称一骑绝尘。11月1日以来,<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> 累计上涨超50%,大幅上涨30.2%,在全球市场中,表现相当亮眼。其中,<a href=\"https://laohu8.com/S/01797\">$新东方在线(0</a>","text":"2022年转瞬即逝,今年的市场在疫情、俄乌冲突、通货膨胀加剧、美联储加息、经济衰退等多重因素影响下,一路震荡波动。不过,即便大环境糟糕,也有股逆势暴涨9倍。今年都有哪些可以闷声发财的机会?先来看看美股在美联储紧缩背景下,今年的美股一路下行,虽然$标普500(.SPX)$ 有过几次反弹,但仍然不改下跌趋势。10月通胀降温,市场纷纷猜测美联储或将结束激进加息,股市也跟着反弹,但过去两周,美股再次回落,标普500指数今年以来下跌了20.33%。但是,今年的能源股逆势大涨,成为标普500指数中,表现最亮眼的板块。外媒报道,截至12月13日,美股能源板块在2022年累计飙升了约55%,年度涨幅创纪录。能源巨头美国联合能源公司$Constellation Energy Corp(CEG)$ 年初至今创下108.48%的涨幅,$西方石油(OXY)$ 年内累计涨幅100.8%,石油和天然气企业$Antero Resources Corp(AR)$ 年内涨幅87.48%回顾今年的港股市场,走势比较一言难尽,惨到没眼看,好在经历了20个月的下跌后,迎来大幅反弹,在2022年年尾表现,堪称一骑绝尘。11月1日以来,$恒生科技指数(HSTECH)$ 累计上涨超50%,大幅上涨30.2%,在全球市场中,表现相当亮眼。其中,$新东方在线(0","images":[{"img":"https://static.tigerbbs.com/9f7089c6d4d830e545ae3f751fffe39c","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2d91ca0417f84284a66ca0a03f87476f","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a61ec91282c6d74849c3f8646ca0c39d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623481786","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623898021,"gmtCreate":1671173585664,"gmtModify":1671173587552,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"themes":[],"htmlText":"就是合规性调查而已,我觉得还是要看咱们是否信息数据留在美国那边。不见得是风险解除 [笑哭] [笑哭] [笑哭]2023年希望是个股市好年吧","listText":"就是合规性调查而已,我觉得还是要看咱们是否信息数据留在美国那边。不见得是风险解除 [笑哭] [笑哭] [笑哭]2023年希望是个股市好年吧","text":"就是合规性调查而已,我觉得还是要看咱们是否信息数据留在美国那边。不见得是风险解除 [笑哭] [笑哭] [笑哭]2023年希望是个股市好年吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/623898021","repostId":"623807092","repostType":1,"repost":{"id":623807092,"gmtCreate":1671171001417,"gmtModify":1671171073019,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"中概股迎重磅利好!后市怎么走?","htmlText":"消息回顾2020年,美国批准通过《外国公司问责法案》。法案要求,如果上市公司自2021年起连续三年未能接受美国公众公司会计监督委员会(PCAOB)的核查,SEC将禁止该公司股票在美国交易所交易,并强制退市,最早退市时间为2024年。2021年12月,PCAOB发布《〈外国公司问责法〉认定报告》,认定60余家在美注册中国会计师事务所“无法完成检查或调查”。中国公司赴美上市几乎停滞。2022年3月到7月,SEC先后公布了包括<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 等在内的“预摘牌”公司名单,共计159家。2022年8月,中美签署审计监管合作协议,允许美国及监管机构在双边监管合作框架下,对中国大陆和香港的审计机构进行检查和调查。最新消息,2022年12月15日,美国公众公司会计监督委员会(PCAOB)发布报告,确认2022年度可以对中国内地和香港会计师事务所完成检查和调查,撤销2021年对相关事务所作出的认定。市场普遍认为这标志着中美审计监管合作取得积极成效,对中国企业在美上市释放出积极信号。PCAOB主席Erica Williams在新闻发布会上确认,随着本次审查完成,“摘牌”倒计时也会重置。 中概迎利好随着国内防疫政策的优化,11月中国市场也迎来大翻身,逆势上涨,投资者信心增强,机构纷纷看好中国股市后市走向。数据显示,11月,富达国际旗下两只中国股票基金均显著加仓。12月4日,大摩调高中国股市评级。海外资金纷纷加仓","listText":"消息回顾2020年,美国批准通过《外国公司问责法案》。法案要求,如果上市公司自2021年起连续三年未能接受美国公众公司会计监督委员会(PCAOB)的核查,SEC将禁止该公司股票在美国交易所交易,并强制退市,最早退市时间为2024年。2021年12月,PCAOB发布《〈外国公司问责法〉认定报告》,认定60余家在美注册中国会计师事务所“无法完成检查或调查”。中国公司赴美上市几乎停滞。2022年3月到7月,SEC先后公布了包括<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 等在内的“预摘牌”公司名单,共计159家。2022年8月,中美签署审计监管合作协议,允许美国及监管机构在双边监管合作框架下,对中国大陆和香港的审计机构进行检查和调查。最新消息,2022年12月15日,美国公众公司会计监督委员会(PCAOB)发布报告,确认2022年度可以对中国内地和香港会计师事务所完成检查和调查,撤销2021年对相关事务所作出的认定。市场普遍认为这标志着中美审计监管合作取得积极成效,对中国企业在美上市释放出积极信号。PCAOB主席Erica Williams在新闻发布会上确认,随着本次审查完成,“摘牌”倒计时也会重置。 中概迎利好随着国内防疫政策的优化,11月中国市场也迎来大翻身,逆势上涨,投资者信心增强,机构纷纷看好中国股市后市走向。数据显示,11月,富达国际旗下两只中国股票基金均显著加仓。12月4日,大摩调高中国股市评级。海外资金纷纷加仓","text":"消息回顾2020年,美国批准通过《外国公司问责法案》。法案要求,如果上市公司自2021年起连续三年未能接受美国公众公司会计监督委员会(PCAOB)的核查,SEC将禁止该公司股票在美国交易所交易,并强制退市,最早退市时间为2024年。2021年12月,PCAOB发布《〈外国公司问责法〉认定报告》,认定60余家在美注册中国会计师事务所“无法完成检查或调查”。中国公司赴美上市几乎停滞。2022年3月到7月,SEC先后公布了包括$阿里巴巴(BABA)$ 、$理想汽车(LI)$ 、$京东(JD)$ 等在内的“预摘牌”公司名单,共计159家。2022年8月,中美签署审计监管合作协议,允许美国及监管机构在双边监管合作框架下,对中国大陆和香港的审计机构进行检查和调查。最新消息,2022年12月15日,美国公众公司会计监督委员会(PCAOB)发布报告,确认2022年度可以对中国内地和香港会计师事务所完成检查和调查,撤销2021年对相关事务所作出的认定。市场普遍认为这标志着中美审计监管合作取得积极成效,对中国企业在美上市释放出积极信号。PCAOB主席Erica Williams在新闻发布会上确认,随着本次审查完成,“摘牌”倒计时也会重置。 中概迎利好随着国内防疫政策的优化,11月中国市场也迎来大翻身,逆势上涨,投资者信心增强,机构纷纷看好中国股市后市走向。数据显示,11月,富达国际旗下两只中国股票基金均显著加仓。12月4日,大摩调高中国股市评级。海外资金纷纷加仓","images":[{"img":"https://static.tigerbbs.com/3ed1b4274665952665fcd5a8299e5414","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623807092","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511335744353096,"gmtCreate":1765864817742,"gmtModify":1765864820195,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"themes":[],"htmlText":"不知道,财报季也差不多结束了,慢慢涨来,应该还会有看头,7000点也是不容易啊<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>","listText":"不知道,财报季也差不多结束了,慢慢涨来,应该还会有看头,7000点也是不容易啊<a href=\"https://laohu8.com/S/SPY\"> $标普500ETF(SPY)$ </a>","text":"不知道,财报季也差不多结束了,慢慢涨来,应该还会有看头,7000点也是不容易啊 $标普500ETF(SPY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/511335744353096","isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667614729340","authorId":"3527667614729340","name":"DRReality","avatar":"https://static.tigerbbs.com/16197465706af723e26b1e503448b079","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667614729340","authorIdStr":"3527667614729340"},"content":"财报结束,慢慢来,7000点站稳就有戏","text":"财报结束,慢慢来,7000点站稳就有戏","html":"财报结束,慢慢来,7000点站稳就有戏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356436223086816,"gmtCreate":1728022536024,"gmtModify":1728022538615,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"themes":[],"htmlText":"有涨就行了,谁不喜欢涨呢 [可爱] [可爱],第四季度肯定就涨👀哈哈,9月份都跌了这么多了,关注一下选举,没有意外都是涨的吧 [财迷] [财迷]","listText":"有涨就行了,谁不喜欢涨呢 [可爱] [可爱],第四季度肯定就涨👀哈哈,9月份都跌了这么多了,关注一下选举,没有意外都是涨的吧 [财迷] [财迷]","text":"有涨就行了,谁不喜欢涨呢 [可爱] [可爱],第四季度肯定就涨👀哈哈,9月份都跌了这么多了,关注一下选举,没有意外都是涨的吧 [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356436223086816","isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279543131545912,"gmtCreate":1709269325095,"gmtModify":1709269326970,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"themes":[],"htmlText":"抱大腿,哈哈,毕竟人有认知差,抱大腿加快认知速度,买了就跟着等涨<a href=\"https://laohu8.com/S/EDU\"> $新东方(EDU)$ </a>,这个股票挣了15%,挣了不多,但是能吃肉就很好。<a href=\"https://laohu8.com/S/SMCI\"> $超微电脑(SMCI)$ </a>为什么涨,我就不知道 [捂脸] [捂脸] [捂脸]","listText":"抱大腿,哈哈,毕竟人有认知差,抱大腿加快认知速度,买了就跟着等涨<a href=\"https://laohu8.com/S/EDU\"> $新东方(EDU)$ </a>,这个股票挣了15%,挣了不多,但是能吃肉就很好。<a href=\"https://laohu8.com/S/SMCI\"> $超微电脑(SMCI)$ </a>为什么涨,我就不知道 [捂脸] [捂脸] [捂脸]","text":"抱大腿,哈哈,毕竟人有认知差,抱大腿加快认知速度,买了就跟着等涨 $新东方(EDU)$ ,这个股票挣了15%,挣了不多,但是能吃肉就很好。 $超微电脑(SMCI)$ 为什么涨,我就不知道 [捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279543131545912","repostId":"279483339788304","repostType":1,"repost":{"id":279483339788304,"gmtCreate":1709264078050,"gmtModify":1709264155464,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"是自我努力还是抱大腿更重要?哪个能更快速带来成功?","htmlText":"成功的路上,是自我努力还是抱大腿更重要呢?相信这个问题各位虎友都有想过[可爱]。以爆火的AI赛道为例, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 通过自己的努力研制芯片,成为AI“卖水人”,股价获得跨越式暴涨。然而今年却有支股票涨幅甚至超过了英伟达,那就是 <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> [看涨]市场普遍认为,SMCI的大涨,很大的原因是因为英伟达。超微电脑创始人梁见后与黄仁勋是同乡,年少就结下深厚友谊[安慰]。前些年超微电脑发展一直不太顺利[心碎],然而和英伟达却一直有着深度的合作[握手]。直至AI热潮爆发,英伟达GPU一机难求,超微电脑凭借深度合作,拿到了足量的英伟达GPU,营收也实现了大爆发[你懂的]。梁见后摸黄仁勋的头各位虎友:你们认为自我努力还是抱大腿更重要?你身边有没有哪些通过抱大腿获得成功的例子?评论区讲一讲~你怎么看待超微电脑股价的暴涨?","listText":"成功的路上,是自我努力还是抱大腿更重要呢?相信这个问题各位虎友都有想过[可爱]。以爆火的AI赛道为例, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 通过自己的努力研制芯片,成为AI“卖水人”,股价获得跨越式暴涨。然而今年却有支股票涨幅甚至超过了英伟达,那就是 <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> [看涨]市场普遍认为,SMCI的大涨,很大的原因是因为英伟达。超微电脑创始人梁见后与黄仁勋是同乡,年少就结下深厚友谊[安慰]。前些年超微电脑发展一直不太顺利[心碎],然而和英伟达却一直有着深度的合作[握手]。直至AI热潮爆发,英伟达GPU一机难求,超微电脑凭借深度合作,拿到了足量的英伟达GPU,营收也实现了大爆发[你懂的]。梁见后摸黄仁勋的头各位虎友:你们认为自我努力还是抱大腿更重要?你身边有没有哪些通过抱大腿获得成功的例子?评论区讲一讲~你怎么看待超微电脑股价的暴涨?","text":"成功的路上,是自我努力还是抱大腿更重要呢?相信这个问题各位虎友都有想过[可爱]。以爆火的AI赛道为例, $英伟达(NVDA)$ 通过自己的努力研制芯片,成为AI“卖水人”,股价获得跨越式暴涨。然而今年却有支股票涨幅甚至超过了英伟达,那就是 $超微电脑(SMCI)$ 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跌幅20%需求担忧、供应链、经济衰退等问题,始终萦绕在特斯拉的头顶,8月的拆股也没能拯救公司的股价,马斯克收购推特也依旧拖","images":[{"img":"https://static.tigerbbs.com/4cce165ee3c7273e707c1f8023f5b32b","width":"550","height":"911"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662716801","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"vote":{"id":2170,"gmtBegin":1666763736215,"gmtEnd":1667001315823,"type":1,"upper":1,"title":"特斯拉能够成功守住200美元","choices":[{"id":8547,"sort":1,"name":"周五收盘高于200美元,特斯拉胜!","userSize":88,"voted":false},{"id":8548,"sort":2,"name":"周五收盘低于200美元,空头胜!","userSize":36,"voted":false}]},"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511365642167024,"gmtCreate":1765872029666,"gmtModify":1765872032093,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"themes":[],"htmlText":"实际的订单收入很重要,有好消息炒概念股价大涨,涨了大半年,是这样跌一下<a 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$博通(AVGO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511365642167024","isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511541625581616,"gmtCreate":1765868153971,"gmtModify":1765868155958,"author":{"id":"3520351954744518","authorId":"3520351954744518","name":"勇敢小飞猪","avatar":"https://static.tigerbbs.com/9f23ebb4f6ce3190351f5dae06e8d48b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520351954744518","authorIdStr":"3520351954744518"},"themes":[],"htmlText":"哈哈,马后炮两家都不看好<a href=\"https://laohu8.com/S/AVGO\"> $博通(AVGO)$ </a><a href=\"https://laohu8.com/S/ORCL\"> $甲骨文(ORCL)$ </a>,毕竟之前涨了大半年,真的跌那么多,等到圣诞节再补涨吧 [得意] [得意] [得意] [得意] [得意]","listText":"哈哈,马后炮两家都不看好<a href=\"https://laohu8.com/S/AVGO\"> $博通(AVGO)$ </a><a href=\"https://laohu8.com/S/ORCL\"> $甲骨文(ORCL)$ 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