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筹码转移者
少吹牛
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筹码转移者
03-17
$车车科技(CCG)$
大资金终于看到车车了吗?但这个涨幅还不够啊,再充点值
筹码转移者
03-17
$金嗓子(06896)$
曾助力2024柳州马拉松暨警察马拉松,提供价值360万元大健康产品支持,金嗓子这波可是大大提升了品牌形象,拓展市场!
筹码转移者
03-13
$地平线机器人-W(09660)$
征程6系列已经开始量产交付,说明地平线的技术和供应链都经得起考验。未来订单多了,营收自然会增长。量产交付,是地平线实力的体现,也是未来发展的底气。
筹码转移者
03-04
$车车科技(CCG)$
有没有机会在回到1块以下,我要补仓~
筹码转移者
02-19
$地平线机器人-W(09660)$
看到高工发布的24年计算方案供应商市场份额榜单,地平线的市场份额达到了33.97%,而且还是排名第一,真的让我挺惊喜的。我一直觉得公司在智能驾驶领域做得不错,看来我的眼光还不错嘛![开心]
筹码转移者
2024-12-09
$地平线机器人-W(09660)$
地平线自主研发的BPU 专用计算架构,到现在已经发展到最新一代的 BPU 纳什了,能原生支持大参数 Transformer 和交互博弈,为自动驾驶提供最优解,这技术优势不是一般的强
筹码转移者
2024-12-06
$地平线机器人-W(09660)$
从股东中去看地平线的空间,有上汽、比亚迪这两家,只要有技术,完全不缺没有市场好吧
筹码转移者
2024-11-13
有没有主力拉升一波?目前港股情绪还是不错的,个股行情跑赢大盘也是常事,地平线的资金储备充足,业务稳步推进,长期看没啥问题。
$地平线机器人-W(09660)$
筹码转移者
2024-07-09
$嘀嗒出行(02559)$
不涨回发行价我是不会乱动的。
筹码转移者
2024-06-28
底部便是机会,等待反转
$嘀嗒出行(02559)$
@摩尔视野:嘀嗒出行登陆港交所:中国共享出行第一股正式诞生
筹码转移者
2024-06-04
上涨节奏跟大盘有点像,不要再磨了
$复星国际(00656)$
$恒生指数(HSI)$
筹码转移者
2024-05-23
本尊对小米一季度755.1亿的营收表示赞赏,认为这个成绩相当不错,也希望小米戒骄戒躁,继续保持!
$小米集团-W(01810)$
筹码转移者
2024-05-22
$车车科技(CCG)$
车车科技的科技实力和市场洞察力,是其在行业中的竞争优势。在保险科技这样一个技术驱动的行业,拥有强大的科技实力是企业成功的关键。车车科技通过不断的技术研发和市场探索,形成了自身的技术壁垒,这为其在竞争中保持优势提供了坚实的基础。
筹码转移者
2024-05-22
$BITFUFU INC(FUFU)$
FUFU.US的算力真是太强大了,竟然达到了28.6 EH/s!
筹码转移者
2024-03-29
现在最好的计划就是把钱放在里面,然后持股待涨就好了
$车车科技(CCG)$
筹码转移者
2024-03-12
$BOSS直聘(BZ)$
期待,财报之后直接飞升
筹码转移者
2023-06-05
2000技术走势挺清晰的,整体是一年半的超大型三角形,目前来看是高位三角形尖端破位后的回抽。 而三角形上区域构成了三个复合顶,21年末头肩顶,去年中头肩顶,前几个月双顶,构成了一个超大的筹码压力区。 所以上边筹码明显压力山大,没空间的,这要是跌下去,股价往最小阻力方向发展,很可能构成一个主跌结构。
$上证指数(000001.SH)$
$沪深300(000300.SH)$
$创业板(159915)$
筹码转移者
2023-05-19
已阅
@杨不留行:较高性价比的对冲交易,美国真的敢违约?
筹码转移者
2023-05-19
小米在国内也不是一直都销量垫底,线上这一套小米初期国内也是这么玩的,也是效果非常好,荣耀就是华为看到这一套效果这么好,应激孵化出来的线上品牌。
@量化大师公:销量世界前三的小米,为何在国内垫底?
筹码转移者
2023-05-16
如果投资者不知道银行是印钞的,创造货币的,就不会知道境外人民币信用扩就是银行资产负债表在扩张。也就不会知道大型银行已经迎来了新的增长点。同时中国的基建出口带来的是与美国军工出口所不同的地缘政治环境。那是战争与和平的差别。基建狂魔需要和平,军工狂魔需要斗争。
$银行(161121)$
$军工(161024)$
$上证指数(000001.SH)$
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>","listText":"有没有主力拉升一波?目前港股情绪还是不错的,个股行情跑赢大盘也是常事,地平线的资金储备充足,业务稳步推进,长期看没啥问题。 <a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>","text":"有没有主力拉升一波?目前港股情绪还是不错的,个股行情跑赢大盘也是常事,地平线的资金储备充足,业务稳步推进,长期看没啥问题。 $地平线机器人-W(09660)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370549916127440","isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325685448212600,"gmtCreate":1720514582698,"gmtModify":1720514583952,"author":{"id":"3545131217309702","authorId":"3545131217309702","name":"筹码转移者","avatar":"https://static.tigerbbs.com/34954f5cc6f81b880e44b556287632d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545131217309702","idStr":"3545131217309702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>不涨回发行价我是不会乱动的。","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>不涨回发行价我是不会乱动的。","text":"$嘀嗒出行(02559)$不涨回发行价我是不会乱动的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325685448212600","isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525829015843207","authorId":"3525829015843207","name":"飞天灵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3525829015843207","idStr":"3525829015843207"},"content":"价值已经被百度取代了","text":"价值已经被百度取代了","html":"价值已经被百度取代了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321717725675584,"gmtCreate":1719553483172,"gmtModify":1719553484493,"author":{"id":"3545131217309702","authorId":"3545131217309702","name":"筹码转移者","avatar":"https://static.tigerbbs.com/34954f5cc6f81b880e44b556287632d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545131217309702","idStr":"3545131217309702"},"themes":[],"htmlText":"底部便是机会,等待反转<a target=\"_blank\" href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$ </a>","listText":"底部便是机会,等待反转<a target=\"_blank\" href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$ </a>","text":"底部便是机会,等待反转$嘀嗒出行(02559)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321717725675584","repostId":"321588512702584","repostType":1,"repost":{"id":321588512702584,"gmtCreate":1719544137467,"gmtModify":1719544606376,"author":{"id":"3579219515984542","authorId":"3579219515984542","name":"摩尔视野","avatar":"https://static.tigerbbs.com/613b0feec5dfecc7bb5e83c20c257b8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579219515984542","idStr":"3579219515984542"},"themes":[],"title":"嘀嗒出行登陆港交所:中国共享出行第一股正式诞生","htmlText":"嘀嗒出行今日正式登陆香港交易所主板,股份代号为02559.HK,中金公司、海通证券及野村证券为联席保荐人。由此,中国共享出行第一股正式诞生。 根据配发结果公告显示,此次嘀嗒出行全球发售39,091,000股股份,其中国际发售19,545,500股,公开发售19,545,500股。招股阶段的公开发售获112.9倍认购,认购人数达19,815人。最终发定价每股6港元,全球发售净筹约1.82亿港元。 嘀嗒出行在上市当天,选择了与投资人和全体员工共庆,举办了一场别开生面的上市敲钟仪式,同时,嘀嗒出行还面向用户,出租车行业司机、公司和行业协会,发出了一封主题为“你我同行,让路上没有空座,致谢每一位嘀嗒同路人”的感谢信。 信中提到:“在让出行生态系统更加高效环保,让出行更加温暖愉悦的征途中,我们追求长远,注重发展质量;我们把顺风车和出租车看成一项社会事业。我们坚信,在‘真的顺风车’和‘智慧出租车’的发展道路上,我们将迎来更大的价值创造空间。” 在上市仪式上,嘀嗒出行创始人&CEO宋中杰表示:“在港交所主板挂牌上市,不仅是我们发展历程中的一个重要里程碑,更是一个全新起点。我们将以更坚定的信念、更创新的思维、更拼搏的精神继续前行。我们一定会加倍努力,为社会、用户、股东和员工创造更大价值,更早实现“让路上没有空座”的愿景。” 作为中国第二大顺风车平台,嘀嗒出行自成立以来,吸引多家知名投资机构和企业青睐参投,包括蔚来资本、IDG、崇德投资、易车网、高瓴资本、京东及携程等。 截至2023年12月31日,嘀嗒出行共协助创造5460万个未利用汽车座位的运力,相当于中国小型私人乘用车座位总数的约4.5%。 同时,2023年,嘀嗒顺风车搭乘次数和交易总额分别为130.3百万次和8.6亿元,同比大幅增长38.3%和41%。 2023年,嘀嗒出行总收入、毛利润、经调整净利润和现金流净额分别为8.2人","listText":"嘀嗒出行今日正式登陆香港交易所主板,股份代号为02559.HK,中金公司、海通证券及野村证券为联席保荐人。由此,中国共享出行第一股正式诞生。 根据配发结果公告显示,此次嘀嗒出行全球发售39,091,000股股份,其中国际发售19,545,500股,公开发售19,545,500股。招股阶段的公开发售获112.9倍认购,认购人数达19,815人。最终发定价每股6港元,全球发售净筹约1.82亿港元。 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信中提到:“在让出行生态系统更加高效环保,让出行更加温暖愉悦的征途中,我们追求长远,注重发展质量;我们把顺风车和出租车看成一项社会事业。我们坚信,在‘真的顺风车’和‘智慧出租车’的发展道路上,我们将迎来更大的价值创造空间。” 在上市仪式上,嘀嗒出行创始人&CEO宋中杰表示:“在港交所主板挂牌上市,不仅是我们发展历程中的一个重要里程碑,更是一个全新起点。我们将以更坚定的信念、更创新的思维、更拼搏的精神继续前行。我们一定会加倍努力,为社会、用户、股东和员工创造更大价值,更早实现“让路上没有空座”的愿景。” 作为中国第二大顺风车平台,嘀嗒出行自成立以来,吸引多家知名投资机构和企业青睐参投,包括蔚来资本、IDG、崇德投资、易车网、高瓴资本、京东及携程等。 截至2023年12月31日,嘀嗒出行共协助创造5460万个未利用汽车座位的运力,相当于中国小型私人乘用车座位总数的约4.5%。 同时,2023年,嘀嗒顺风车搭乘次数和交易总额分别为130.3百万次和8.6亿元,同比大幅增长38.3%和41%。 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href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a>FUFU.US的算力真是太强大了,竟然达到了28.6 EH/s!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a>FUFU.US的算力真是太强大了,竟然达到了28.6 EH/s!","text":"$BITFUFU INC(FUFU)$ FUFU.US的算力真是太强大了,竟然达到了28.6 EH/s!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308569505780016","isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289393605771456,"gmtCreate":1711675634881,"gmtModify":1711675636213,"author":{"id":"3545131217309702","authorId":"3545131217309702","name":"筹码转移者","avatar":"https://static.tigerbbs.com/34954f5cc6f81b880e44b556287632d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545131217309702","idStr":"3545131217309702"},"themes":[],"htmlText":"现在最好的计划就是把钱放在里面,然后持股待涨就好了 <a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","listText":"现在最好的计划就是把钱放在里面,然后持股待涨就好了 <a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","text":"现在最好的计划就是把钱放在里面,然后持股待涨就好了 $车车科技(CCG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289393605771456","isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283476701429840,"gmtCreate":1710247013399,"gmtModify":1710247015072,"author":{"id":"3545131217309702","authorId":"3545131217309702","name":"筹码转移者","avatar":"https://static.tigerbbs.com/34954f5cc6f81b880e44b556287632d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545131217309702","idStr":"3545131217309702"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$ </a>期待,财报之后直接飞升","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$ </a>期待,财报之后直接飞升","text":"$BOSS直聘(BZ)$ 期待,财报之后直接飞升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283476701429840","isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184052433891384,"gmtCreate":1685958292185,"gmtModify":1685958296985,"author":{"id":"3545131217309702","authorId":"3545131217309702","name":"筹码转移者","avatar":"https://static.tigerbbs.com/34954f5cc6f81b880e44b556287632d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545131217309702","idStr":"3545131217309702"},"themes":[],"htmlText":"2000技术走势挺清晰的,整体是一年半的超大型三角形,目前来看是高位三角形尖端破位后的回抽。 而三角形上区域构成了三个复合顶,21年末头肩顶,去年中头肩顶,前几个月双顶,构成了一个超大的筹码压力区。 所以上边筹码明显压力山大,没空间的,这要是跌下去,股价往最小阻力方向发展,很可能构成一个主跌结构。<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/000300.SH\">$沪深300(000300.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/159915\">$创业板(159915)$ </a>","listText":"2000技术走势挺清晰的,整体是一年半的超大型三角形,目前来看是高位三角形尖端破位后的回抽。 而三角形上区域构成了三个复合顶,21年末头肩顶,去年中头肩顶,前几个月双顶,构成了一个超大的筹码压力区。 所以上边筹码明显压力山大,没空间的,这要是跌下去,股价往最小阻力方向发展,很可能构成一个主跌结构。<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/000300.SH\">$沪深300(000300.SH)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/159915\">$创业板(159915)$ </a>","text":"2000技术走势挺清晰的,整体是一年半的超大型三角形,目前来看是高位三角形尖端破位后的回抽。 而三角形上区域构成了三个复合顶,21年末头肩顶,去年中头肩顶,前几个月双顶,构成了一个超大的筹码压力区。 所以上边筹码明显压力山大,没空间的,这要是跌下去,股价往最小阻力方向发展,很可能构成一个主跌结构。$上证指数(000001.SH)$ $沪深300(000300.SH)$ $创业板(159915)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184052433891384","isVote":1,"tweetType":1,"viewCount":1840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652601192,"gmtCreate":1684466778417,"gmtModify":1684466779830,"author":{"id":"3545131217309702","authorId":"3545131217309702","name":"筹码转移者","avatar":"https://static.tigerbbs.com/34954f5cc6f81b880e44b556287632d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545131217309702","idStr":"3545131217309702"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652601192","repostId":"652840611","repostType":1,"repost":{"id":652840611,"gmtCreate":1684459190833,"gmtModify":1684459609211,"author":{"id":"4087602178931600","authorId":"4087602178931600","name":"杨不留行","avatar":"https://static.tigerbbs.com/eae974067125cf4a8b3fe37be4a5b81f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087602178931600","idStr":"4087602178931600"},"themes":[],"title":"较高性价比的对冲交易,美国真的敢违约?","htmlText":"分析师认为黄金、长期美债、衍生品都是不错的对冲美国债务上限危机的方案,但如果不仅仅是对冲,而是希望从中获得可观的回报呢? 当地时间周二,美国银行Gonzalo Asis分析师团队提出了一个较为有趣的交易策略,回报率高达39倍,更重要的是,美国甚至不需要真正违约,仅仅是重演2011年的“生死戏码”——最后一刻提高债务上限——就足够了。 按照美银分析师的说法,投资者对长期债务上限僵局的威胁漠不关心,使得一些尾部风险策略变得十分便宜,因此无法令人放弃。美银估计,现在买进标普500指数期权和黄金期权的回报率分别为35倍和39倍。 X日迫在眉睫,市场视而不见? 首先,几乎可以肯定的是,债务上限的X日期将在6月初到来。美国财长耶伦认为X日期将在6月1日左右到来,彭博分析师估计最早可能是6月5日,德银、巴克莱均认为债务上限将在6月初触发。 但分析认为,除了美债和主权信用违约互换(CDS)等市场,许多市场对债务上限问题仍视而不见。 事实上,美债市场已经出现裂缝,即5月30日-6月1日到期的美债收益率出现巨大差距,让债券交易员对下个月还债风险感到恐慌。 美国政府CDS暗示违约风险的概率远高于自2007年以来的任何时候。 值得注意的是,即使在2011年,当美国政府在最后一刻避免违约并失去其AAA信用评级的时候,CDS合约的定价也没有像今天这样高。 就连更加敏感的股市在最后一刻才开始爆发恐慌,而且一发不可收拾,导致标普500指数在截至8月初的一个月内暴跌17%。回到当下,美股最近才开始担忧,隔夜美国总统拜登称与国会领袖会谈取得成果,令美股三大指数齐涨逾1%。 基金经理同样不为所动。美国银行本周发布的一项调查显示,71%的专业人士表示,他们预计,拜登政府将在用尽其自筹资金的选项之前找到解决方案。 事实上,2011年的债务上限危机引发了各类资产的剧烈波动,并导致波动率出现大幅飙升。 而在当前风险更高","listText":"分析师认为黄金、长期美债、衍生品都是不错的对冲美国债务上限危机的方案,但如果不仅仅是对冲,而是希望从中获得可观的回报呢? 当地时间周二,美国银行Gonzalo Asis分析师团队提出了一个较为有趣的交易策略,回报率高达39倍,更重要的是,美国甚至不需要真正违约,仅仅是重演2011年的“生死戏码”——最后一刻提高债务上限——就足够了。 按照美银分析师的说法,投资者对长期债务上限僵局的威胁漠不关心,使得一些尾部风险策略变得十分便宜,因此无法令人放弃。美银估计,现在买进标普500指数期权和黄金期权的回报率分别为35倍和39倍。 X日迫在眉睫,市场视而不见? 首先,几乎可以肯定的是,债务上限的X日期将在6月初到来。美国财长耶伦认为X日期将在6月1日左右到来,彭博分析师估计最早可能是6月5日,德银、巴克莱均认为债务上限将在6月初触发。 但分析认为,除了美债和主权信用违约互换(CDS)等市场,许多市场对债务上限问题仍视而不见。 事实上,美债市场已经出现裂缝,即5月30日-6月1日到期的美债收益率出现巨大差距,让债券交易员对下个月还债风险感到恐慌。 美国政府CDS暗示违约风险的概率远高于自2007年以来的任何时候。 值得注意的是,即使在2011年,当美国政府在最后一刻避免违约并失去其AAA信用评级的时候,CDS合约的定价也没有像今天这样高。 就连更加敏感的股市在最后一刻才开始爆发恐慌,而且一发不可收拾,导致标普500指数在截至8月初的一个月内暴跌17%。回到当下,美股最近才开始担忧,隔夜美国总统拜登称与国会领袖会谈取得成果,令美股三大指数齐涨逾1%。 基金经理同样不为所动。美国银行本周发布的一项调查显示,71%的专业人士表示,他们预计,拜登政府将在用尽其自筹资金的选项之前找到解决方案。 事实上,2011年的债务上限危机引发了各类资产的剧烈波动,并导致波动率出现大幅飙升。 而在当前风险更高","text":"分析师认为黄金、长期美债、衍生品都是不错的对冲美国债务上限危机的方案,但如果不仅仅是对冲,而是希望从中获得可观的回报呢? 当地时间周二,美国银行Gonzalo Asis分析师团队提出了一个较为有趣的交易策略,回报率高达39倍,更重要的是,美国甚至不需要真正违约,仅仅是重演2011年的“生死戏码”——最后一刻提高债务上限——就足够了。 按照美银分析师的说法,投资者对长期债务上限僵局的威胁漠不关心,使得一些尾部风险策略变得十分便宜,因此无法令人放弃。美银估计,现在买进标普500指数期权和黄金期权的回报率分别为35倍和39倍。 X日迫在眉睫,市场视而不见? 首先,几乎可以肯定的是,债务上限的X日期将在6月初到来。美国财长耶伦认为X日期将在6月1日左右到来,彭博分析师估计最早可能是6月5日,德银、巴克莱均认为债务上限将在6月初触发。 但分析认为,除了美债和主权信用违约互换(CDS)等市场,许多市场对债务上限问题仍视而不见。 事实上,美债市场已经出现裂缝,即5月30日-6月1日到期的美债收益率出现巨大差距,让债券交易员对下个月还债风险感到恐慌。 美国政府CDS暗示违约风险的概率远高于自2007年以来的任何时候。 值得注意的是,即使在2011年,当美国政府在最后一刻避免违约并失去其AAA信用评级的时候,CDS合约的定价也没有像今天这样高。 就连更加敏感的股市在最后一刻才开始爆发恐慌,而且一发不可收拾,导致标普500指数在截至8月初的一个月内暴跌17%。回到当下,美股最近才开始担忧,隔夜美国总统拜登称与国会领袖会谈取得成果,令美股三大指数齐涨逾1%。 基金经理同样不为所动。美国银行本周发布的一项调查显示,71%的专业人士表示,他们预计,拜登政府将在用尽其自筹资金的选项之前找到解决方案。 事实上,2011年的债务上限危机引发了各类资产的剧烈波动,并导致波动率出现大幅飙升。 而在当前风险更高","images":[{"img":"https://static.tigerbbs.com/cbc7ae665d6430e93e34bdd0d0914aeb","width":"500","height":"209"},{"img":"https://static.tigerbbs.com/85de3c95b9f9a6ba92fcbc6a53475981","width":"500","height":"419"},{"img":"https://static.tigerbbs.com/b8ebc6623ca1e2fdf45a49a77c3c67cb","width":"500","height":"420"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652840611","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652601327,"gmtCreate":1684466763769,"gmtModify":1684466767235,"author":{"id":"3545131217309702","authorId":"3545131217309702","name":"筹码转移者","avatar":"https://static.tigerbbs.com/34954f5cc6f81b880e44b556287632d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545131217309702","idStr":"3545131217309702"},"themes":[],"htmlText":"小米在国内也不是一直都销量垫底,线上这一套小米初期国内也是这么玩的,也是效果非常好,荣耀就是华为看到这一套效果这么好,应激孵化出来的线上品牌。","listText":"小米在国内也不是一直都销量垫底,线上这一套小米初期国内也是这么玩的,也是效果非常好,荣耀就是华为看到这一套效果这么好,应激孵化出来的线上品牌。","text":"小米在国内也不是一直都销量垫底,线上这一套小米初期国内也是这么玩的,也是效果非常好,荣耀就是华为看到这一套效果这么好,应激孵化出来的线上品牌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652601327","repostId":"652848590","repostType":1,"repost":{"id":652848590,"gmtCreate":1684460401610,"gmtModify":1684460921789,"author":{"id":"4142479600468640","authorId":"4142479600468640","name":"量化大师公","avatar":"https://static.tigerbbs.com/bca7cb01bcc041f29b91cac61ada746d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142479600468640","idStr":"4142479600468640"},"themes":[],"title":"销量世界前三的小米,为何在国内垫底?","htmlText":"我个人觉得或许是因为竞争格局不一样。 现在全球主要手机品牌其实就那么几个,苹果、三星、华为、OPPO、vivo、荣耀、小米、realme、moto和传音,没了。 而全球市场同样可以分为几个主要的区域,中、美、欧、印度、东南亚、中东和非洲、南美,以及几个其他的独立市场,比如日本、韩国和澳大利亚,等等,剩下的都是一些小市场,对大盘影响不大。 小米全球市场能撑起来,印度是核心,第二个重要的市场是欧洲。 小米在印度本质上是复刻国内的模式,而因为印度经济发展阶段较中国延迟,所以中国的这一套在印度实现了完美复刻。而印度的体量决定了这个市场做起来了,在整体销量上会很好看。 而现在,因为印度政府搞事情,小米印度的份额下来了,所以你看,小米和第四的OPPO相比,份额差从3个点缩到了一个点。而如果是欧加集团的话,小米则少了2个点了。 欧洲小米吃的是华为被制裁的红利,被制裁之前华为在欧洲的份额最高到了26个点,现在,小米在欧洲的份额差不多是20个点,苹果和三星的份额变化不大。 当然,高端市场肯定是重组了,小米吃的还是以中低端为主。 而同时,我们知道,OV在欧洲因为专利的原因退出了,这使得小米在欧洲处在一个相对舒服的状态,这个状态和国内的2014年其实是有些类似的,国际巨头主要就剩下苹果三星了,国内的华为和OV还没有崛起。小米依靠中低端和性价比快速抢占份额。 然后你就能清楚为什么小米国内销量第五,全球却可以第三,主要就是因为欧洲。 OV退出欧洲是因为专利,更简单点说,如果按照诺基亚的要求交专利费,那OV在欧洲就完全不赚钱,纯粹给诺基亚打工了,所以这哥俩一合计,干脆不干了。 量好看不能说不好,但很多时候,意义其实没有我们想象中那么大。 比如小米在印度做了这么多年,已经持续多年的份额第一了,结果印度一耍流氓,小米前前后后都白干了,甚至还得倒贴不少钱。 国际市场和国内市场不一样,不是你能卖货就就牛逼了,","listText":"我个人觉得或许是因为竞争格局不一样。 现在全球主要手机品牌其实就那么几个,苹果、三星、华为、OPPO、vivo、荣耀、小米、realme、moto和传音,没了。 而全球市场同样可以分为几个主要的区域,中、美、欧、印度、东南亚、中东和非洲、南美,以及几个其他的独立市场,比如日本、韩国和澳大利亚,等等,剩下的都是一些小市场,对大盘影响不大。 小米全球市场能撑起来,印度是核心,第二个重要的市场是欧洲。 小米在印度本质上是复刻国内的模式,而因为印度经济发展阶段较中国延迟,所以中国的这一套在印度实现了完美复刻。而印度的体量决定了这个市场做起来了,在整体销量上会很好看。 而现在,因为印度政府搞事情,小米印度的份额下来了,所以你看,小米和第四的OPPO相比,份额差从3个点缩到了一个点。而如果是欧加集团的话,小米则少了2个点了。 欧洲小米吃的是华为被制裁的红利,被制裁之前华为在欧洲的份额最高到了26个点,现在,小米在欧洲的份额差不多是20个点,苹果和三星的份额变化不大。 当然,高端市场肯定是重组了,小米吃的还是以中低端为主。 而同时,我们知道,OV在欧洲因为专利的原因退出了,这使得小米在欧洲处在一个相对舒服的状态,这个状态和国内的2014年其实是有些类似的,国际巨头主要就剩下苹果三星了,国内的华为和OV还没有崛起。小米依靠中低端和性价比快速抢占份额。 然后你就能清楚为什么小米国内销量第五,全球却可以第三,主要就是因为欧洲。 OV退出欧洲是因为专利,更简单点说,如果按照诺基亚的要求交专利费,那OV在欧洲就完全不赚钱,纯粹给诺基亚打工了,所以这哥俩一合计,干脆不干了。 量好看不能说不好,但很多时候,意义其实没有我们想象中那么大。 比如小米在印度做了这么多年,已经持续多年的份额第一了,结果印度一耍流氓,小米前前后后都白干了,甚至还得倒贴不少钱。 国际市场和国内市场不一样,不是你能卖货就就牛逼了,","text":"我个人觉得或许是因为竞争格局不一样。 现在全球主要手机品牌其实就那么几个,苹果、三星、华为、OPPO、vivo、荣耀、小米、realme、moto和传音,没了。 而全球市场同样可以分为几个主要的区域,中、美、欧、印度、东南亚、中东和非洲、南美,以及几个其他的独立市场,比如日本、韩国和澳大利亚,等等,剩下的都是一些小市场,对大盘影响不大。 小米全球市场能撑起来,印度是核心,第二个重要的市场是欧洲。 小米在印度本质上是复刻国内的模式,而因为印度经济发展阶段较中国延迟,所以中国的这一套在印度实现了完美复刻。而印度的体量决定了这个市场做起来了,在整体销量上会很好看。 而现在,因为印度政府搞事情,小米印度的份额下来了,所以你看,小米和第四的OPPO相比,份额差从3个点缩到了一个点。而如果是欧加集团的话,小米则少了2个点了。 欧洲小米吃的是华为被制裁的红利,被制裁之前华为在欧洲的份额最高到了26个点,现在,小米在欧洲的份额差不多是20个点,苹果和三星的份额变化不大。 当然,高端市场肯定是重组了,小米吃的还是以中低端为主。 而同时,我们知道,OV在欧洲因为专利的原因退出了,这使得小米在欧洲处在一个相对舒服的状态,这个状态和国内的2014年其实是有些类似的,国际巨头主要就剩下苹果三星了,国内的华为和OV还没有崛起。小米依靠中低端和性价比快速抢占份额。 然后你就能清楚为什么小米国内销量第五,全球却可以第三,主要就是因为欧洲。 OV退出欧洲是因为专利,更简单点说,如果按照诺基亚的要求交专利费,那OV在欧洲就完全不赚钱,纯粹给诺基亚打工了,所以这哥俩一合计,干脆不干了。 量好看不能说不好,但很多时候,意义其实没有我们想象中那么大。 比如小米在印度做了这么多年,已经持续多年的份额第一了,结果印度一耍流氓,小米前前后后都白干了,甚至还得倒贴不少钱。 国际市场和国内市场不一样,不是你能卖货就就牛逼了,","images":[{"img":"https://static.tigerbbs.com/70cf9ca39159adaa026b34f4d9c7d131","width":"617","height":"320"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652848590","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652073578,"gmtCreate":1684199608794,"gmtModify":1684201102748,"author":{"id":"3545131217309702","authorId":"3545131217309702","name":"筹码转移者","avatar":"https://static.tigerbbs.com/34954f5cc6f81b880e44b556287632d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545131217309702","idStr":"3545131217309702"},"themes":[],"htmlText":"如果投资者不知道银行是印钞的,创造货币的,就不会知道境外人民币信用扩就是银行资产负债表在扩张。也就不会知道大型银行已经迎来了新的增长点。同时中国的基建出口带来的是与美国军工出口所不同的地缘政治环境。那是战争与和平的差别。基建狂魔需要和平,军工狂魔需要斗争。 <a target=\"_blank\" href=\"https://laohu8.com/S/161121\">$银行(161121)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/161024\">$军工(161024)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a>","listText":"如果投资者不知道银行是印钞的,创造货币的,就不会知道境外人民币信用扩就是银行资产负债表在扩张。也就不会知道大型银行已经迎来了新的增长点。同时中国的基建出口带来的是与美国军工出口所不同的地缘政治环境。那是战争与和平的差别。基建狂魔需要和平,军工狂魔需要斗争。 <a target=\"_blank\" href=\"https://laohu8.com/S/161121\">$银行(161121)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/161024\">$军工(161024)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a>","text":"如果投资者不知道银行是印钞的,创造货币的,就不会知道境外人民币信用扩就是银行资产负债表在扩张。也就不会知道大型银行已经迎来了新的增长点。同时中国的基建出口带来的是与美国军工出口所不同的地缘政治环境。那是战争与和平的差别。基建狂魔需要和平,军工狂魔需要斗争。 $银行(161121)$ $军工(161024)$ $上证指数(000001.SH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652073578","isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":405116009959736,"gmtCreate":1739929742712,"gmtModify":1739929745369,"author":{"id":"3545131217309702","authorId":"3545131217309702","name":"筹码转移者","avatar":"https://static.tigerbbs.com/34954f5cc6f81b880e44b556287632d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545131217309702","authorIdStr":"3545131217309702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>看到高工发布的24年计算方案供应商市场份额榜单,地平线的市场份额达到了33.97%,而且还是排名第一,真的让我挺惊喜的。我一直觉得公司在智能驾驶领域做得不错,看来我的眼光还不错嘛![开心]","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>看到高工发布的24年计算方案供应商市场份额榜单,地平线的市场份额达到了33.97%,而且还是排名第一,真的让我挺惊喜的。我一直觉得公司在智能驾驶领域做得不错,看来我的眼光还不错嘛![开心]","text":"$地平线机器人-W(09660)$看到高工发布的24年计算方案供应商市场份额榜单,地平线的市场份额达到了33.97%,而且还是排名第一,真的让我挺惊喜的。我一直觉得公司在智能驾驶领域做得不错,看来我的眼光还不错嘛![开心]","images":[{"img":"https://static.tigerbbs.com/bdc85ed9e0b5c0e5b2790a3baba13d84","width":"1080","height":"1724"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/405116009959736","isVote":1,"tweetType":1,"viewCount":3098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":686731492,"gmtCreate":1658485038020,"gmtModify":1704362297018,"author":{"id":"3545131217309702","authorId":"3545131217309702","name":"筹码转移者","avatar":"https://static.tigerbbs.com/34954f5cc6f81b880e44b556287632d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545131217309702","authorIdStr":"3545131217309702"},"themes":[],"htmlText":"<a 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target=\"_blank\" href=\"https://laohu8.com/S/HUIZ\">$慧择控股(HUIZ)$</a> 难而正确的事,已经说烂了的话,希望惠泽在难而正确的路上","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HUIZ\">$慧择控股(HUIZ)$</a> 难而正确的事,已经说烂了的话,希望惠泽在难而正确的路上","text":"$慧择控股(HUIZ)$ 难而正确的事,已经说烂了的话,希望惠泽在难而正确的路上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883767410","isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379651378090008,"gmtCreate":1733713610012,"gmtModify":1733713611856,"author":{"id":"3545131217309702","authorId":"3545131217309702","name":"筹码转移者","avatar":"https://static.tigerbbs.com/34954f5cc6f81b880e44b556287632d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545131217309702","authorIdStr":"3545131217309702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>地平线自主研发的BPU 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href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$ </a>","text":"底部便是机会,等待反转$嘀嗒出行(02559)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321717725675584","repostId":"321588512702584","repostType":1,"repost":{"id":321588512702584,"gmtCreate":1719544137467,"gmtModify":1719544606376,"author":{"id":"3579219515984542","authorId":"3579219515984542","name":"摩尔视野","avatar":"https://static.tigerbbs.com/613b0feec5dfecc7bb5e83c20c257b8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579219515984542","authorIdStr":"3579219515984542"},"themes":[],"title":"嘀嗒出行登陆港交所:中国共享出行第一股正式诞生","htmlText":"嘀嗒出行今日正式登陆香港交易所主板,股份代号为02559.HK,中金公司、海通证券及野村证券为联席保荐人。由此,中国共享出行第一股正式诞生。 根据配发结果公告显示,此次嘀嗒出行全球发售39,091,000股股份,其中国际发售19,545,500股,公开发售19,545,500股。招股阶段的公开发售获112.9倍认购,认购人数达19,815人。最终发定价每股6港元,全球发售净筹约1.82亿港元。 嘀嗒出行在上市当天,选择了与投资人和全体员工共庆,举办了一场别开生面的上市敲钟仪式,同时,嘀嗒出行还面向用户,出租车行业司机、公司和行业协会,发出了一封主题为“你我同行,让路上没有空座,致谢每一位嘀嗒同路人”的感谢信。 信中提到:“在让出行生态系统更加高效环保,让出行更加温暖愉悦的征途中,我们追求长远,注重发展质量;我们把顺风车和出租车看成一项社会事业。我们坚信,在‘真的顺风车’和‘智慧出租车’的发展道路上,我们将迎来更大的价值创造空间。” 在上市仪式上,嘀嗒出行创始人&CEO宋中杰表示:“在港交所主板挂牌上市,不仅是我们发展历程中的一个重要里程碑,更是一个全新起点。我们将以更坚定的信念、更创新的思维、更拼搏的精神继续前行。我们一定会加倍努力,为社会、用户、股东和员工创造更大价值,更早实现“让路上没有空座”的愿景。” 作为中国第二大顺风车平台,嘀嗒出行自成立以来,吸引多家知名投资机构和企业青睐参投,包括蔚来资本、IDG、崇德投资、易车网、高瓴资本、京东及携程等。 截至2023年12月31日,嘀嗒出行共协助创造5460万个未利用汽车座位的运力,相当于中国小型私人乘用车座位总数的约4.5%。 同时,2023年,嘀嗒顺风车搭乘次数和交易总额分别为130.3百万次和8.6亿元,同比大幅增长38.3%和41%。 2023年,嘀嗒出行总收入、毛利润、经调整净利润和现金流净额分别为8.2人","listText":"嘀嗒出行今日正式登陆香港交易所主板,股份代号为02559.HK,中金公司、海通证券及野村证券为联席保荐人。由此,中国共享出行第一股正式诞生。 根据配发结果公告显示,此次嘀嗒出行全球发售39,091,000股股份,其中国际发售19,545,500股,公开发售19,545,500股。招股阶段的公开发售获112.9倍认购,认购人数达19,815人。最终发定价每股6港元,全球发售净筹约1.82亿港元。 嘀嗒出行在上市当天,选择了与投资人和全体员工共庆,举办了一场别开生面的上市敲钟仪式,同时,嘀嗒出行还面向用户,出租车行业司机、公司和行业协会,发出了一封主题为“你我同行,让路上没有空座,致谢每一位嘀嗒同路人”的感谢信。 信中提到:“在让出行生态系统更加高效环保,让出行更加温暖愉悦的征途中,我们追求长远,注重发展质量;我们把顺风车和出租车看成一项社会事业。我们坚信,在‘真的顺风车’和‘智慧出租车’的发展道路上,我们将迎来更大的价值创造空间。” 在上市仪式上,嘀嗒出行创始人&CEO宋中杰表示:“在港交所主板挂牌上市,不仅是我们发展历程中的一个重要里程碑,更是一个全新起点。我们将以更坚定的信念、更创新的思维、更拼搏的精神继续前行。我们一定会加倍努力,为社会、用户、股东和员工创造更大价值,更早实现“让路上没有空座”的愿景。” 作为中国第二大顺风车平台,嘀嗒出行自成立以来,吸引多家知名投资机构和企业青睐参投,包括蔚来资本、IDG、崇德投资、易车网、高瓴资本、京东及携程等。 截至2023年12月31日,嘀嗒出行共协助创造5460万个未利用汽车座位的运力,相当于中国小型私人乘用车座位总数的约4.5%。 同时,2023年,嘀嗒顺风车搭乘次数和交易总额分别为130.3百万次和8.6亿元,同比大幅增长38.3%和41%。 2023年,嘀嗒出行总收入、毛利润、经调整净利润和现金流净额分别为8.2人","text":"嘀嗒出行今日正式登陆香港交易所主板,股份代号为02559.HK,中金公司、海通证券及野村证券为联席保荐人。由此,中国共享出行第一股正式诞生。 根据配发结果公告显示,此次嘀嗒出行全球发售39,091,000股股份,其中国际发售19,545,500股,公开发售19,545,500股。招股阶段的公开发售获112.9倍认购,认购人数达19,815人。最终发定价每股6港元,全球发售净筹约1.82亿港元。 嘀嗒出行在上市当天,选择了与投资人和全体员工共庆,举办了一场别开生面的上市敲钟仪式,同时,嘀嗒出行还面向用户,出租车行业司机、公司和行业协会,发出了一封主题为“你我同行,让路上没有空座,致谢每一位嘀嗒同路人”的感谢信。 信中提到:“在让出行生态系统更加高效环保,让出行更加温暖愉悦的征途中,我们追求长远,注重发展质量;我们把顺风车和出租车看成一项社会事业。我们坚信,在‘真的顺风车’和‘智慧出租车’的发展道路上,我们将迎来更大的价值创造空间。” 在上市仪式上,嘀嗒出行创始人&CEO宋中杰表示:“在港交所主板挂牌上市,不仅是我们发展历程中的一个重要里程碑,更是一个全新起点。我们将以更坚定的信念、更创新的思维、更拼搏的精神继续前行。我们一定会加倍努力,为社会、用户、股东和员工创造更大价值,更早实现“让路上没有空座”的愿景。” 作为中国第二大顺风车平台,嘀嗒出行自成立以来,吸引多家知名投资机构和企业青睐参投,包括蔚来资本、IDG、崇德投资、易车网、高瓴资本、京东及携程等。 截至2023年12月31日,嘀嗒出行共协助创造5460万个未利用汽车座位的运力,相当于中国小型私人乘用车座位总数的约4.5%。 同时,2023年,嘀嗒顺风车搭乘次数和交易总额分别为130.3百万次和8.6亿元,同比大幅增长38.3%和41%。 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