二个王四个2的个人主页 - 老虎社区

二个王四个2

二个王四个2

欲速，则不达！

IP属地：广东

83关注

4粉丝

8主题

0勋章

二个王四个2

2021-08-01

这篇文章不错，转发给大家看

@库巴财经:炒股总慢人一步？宏观数据，行业数据找不到？今天为你科普全网最详细的数据网站！

二个王四个2

2020-11-16

路过

@小虎周报:美股周策略：传统企业打开补涨空间，中概短期面临压力

二个王四个2

2020-11-10

警惕人性的弱点

二个王四个2

2020-11-06

这篇文章不错，转发给大家看

@小虎周报:财报点评：杀回下沉市场，阿里依然是最稳的那支股

二个王四个2

2020-11-06

这篇文章不错，转发给大家看

@孟浩:花旗提升蔚来、小鹏评级，电动车股价再创新高

二个王四个2

2020-10-22

$哔哩哔哩(BILI)$注册的第二天上瘾啦[捂脸]

二个王四个2

2020-10-06

终于中签了，还好没放弃[财迷]

二个王四个2

2020-09-08

打新股已经连续三次未中签了！怎么回事呢？[思考]

二个王四个2

2020-09-04

清仓休息[无语]

二个王四个2

2020-08-07

还好单价不贵，要不就关灯吃面咯！[呆住]

二个王四个2

2020-07-17

正直，诚实，真实。

抱歉，原内容已删除

二个王四个2

2020-07-17

数字真吉利[财迷] 。

二个王四个2

2020-07-16

[微笑]

抱歉，原内容已删除

二个王四个2

2020-07-06

本金少，行情好，什么都买点，要不感觉错过了好几个亿。[捂脸]

二个王四个2

2020-07-02

经典美文

抱歉，原内容已删除

二个王四个2

2020-06-27

派6股也不错😊

二个王四个2

2020-06-13

还是打新美股给力，打新2次中2次开心😁。

二个王四个2

2020-05-27

第一次打新股亏欠$开拓药业-B(09939)$

去老虎APP查看更多动态

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href=\"https://laohu8.com/U/3582524673862453\">@库巴财经</a>&nbsp;~首先呢，是宏观数据，这个东西最官方最权威的来源肯定是国家统计局网站，这个网站上绝大多数的宏观数据都能查到，比如GDP呀，物价指数呀，制造业指数呀，你要看什么直接搜什么就可以了。用邮箱注册一个账号还可以把上面的数据用excel表下载下来。如果你要看货币，信贷方面更加详细的数据，你就要去中国人民银行的官网，一般央行要开展逆回购之类的操作都会第一时间的在官网上面发一个公告。那行业数据要去哪里看呢？其实如果你想看某个行业的市场规模，行业增速或者市场占有率的话，可以先去研报里面找一找。我经常会有的研报App叫慧博。你要是想看更详细一点的数据的话，你就要去搜一个叫做中商产业研究院的网站，这个网站有很多假冒的，所以一定要注意不要点到广告。你要想看商品方面的产业怎么办呢？比如你要看有色金属的数据，化工的数据，你可以去找一个叫“生意社”的网站，做期货的人就经常会上这个网站。至于基金类的APP，那肯定是天天基金网，因为它里面的数据会更多，更全，会比支付宝那些更加好用，比较适合普通投资人在里面学习。最后是个股的数据，这个也是最多人感兴趣的，公告哪里看？机构持仓哪里看？北向资金哪里看？财务报表哪里看？这些一般在你开户的券商软件上面都会有，比如说东财，同花顺里面都能找到这些个股的数据信息。如果你有更专业的数据需求，你要看M1M2的剪刀差，你要看某个产业的产销数据，这时候你就需要更专业一些的软件了。比如万得数据，这是个老牌数据软件，专业机构都在用它，里面的数据很强大，唯一的缺点就是比较","text":"经常会有人问我，你这个数据是哪来的呀？你这个信息是哪来的呀？我今天就花点时间给大家整理一下，到底平常可以去哪些地方看一些投资要用到的数据。都是干货，建议点赞+关注@库巴财经 ~首先呢，是宏观数据，这个东西最官方最权威的来源肯定是国家统计局网站，这个网站上绝大多数的宏观数据都能查到，比如GDP呀，物价指数呀，制造业指数呀，你要看什么直接搜什么就可以了。用邮箱注册一个账号还可以把上面的数据用excel表下载下来。如果你要看货币，信贷方面更加详细的数据，你就要去中国人民银行的官网，一般央行要开展逆回购之类的操作都会第一时间的在官网上面发一个公告。那行业数据要去哪里看呢？其实如果你想看某个行业的市场规模，行业增速或者市场占有率的话，可以先去研报里面找一找。我经常会有的研报App叫慧博。你要是想看更详细一点的数据的话，你就要去搜一个叫做中商产业研究院的网站，这个网站有很多假冒的，所以一定要注意不要点到广告。你要想看商品方面的产业怎么办呢？比如你要看有色金属的数据，化工的数据，你可以去找一个叫“生意社”的网站，做期货的人就经常会上这个网站。至于基金类的APP，那肯定是天天基金网，因为它里面的数据会更多，更全，会比支付宝那些更加好用，比较适合普通投资人在里面学习。最后是个股的数据，这个也是最多人感兴趣的，公告哪里看？机构持仓哪里看？北向资金哪里看？财务报表哪里看？这些一般在你开户的券商软件上面都会有，比如说东财，同花顺里面都能找到这些个股的数据信息。如果你有更专业的数据需求，你要看M1M2的剪刀差，你要看某个产业的产销数据，这时候你就需要更专业一些的软件了。比如万得数据，这是个老牌数据软件，专业机构都在用它，里面的数据很强大，唯一的缺点就是比较","images":[{"img":"https://static.tigerbbs.com/93aa152f0f73b385a5d095284ce0cd1b","width":"450","height":"230"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806345620","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307104785,"gmtCreate":1605503962347,"gmtModify":1703837866786,"author":{"id":"3551079363776963","authorId":"3551079363776963","name":"二个王四个2","avatar":"https://static.tigerbbs.com/f2d02f461df257cf1339b4a53a0f306c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551079363776963","authorIdStr":"3551079363776963"},"themes":[],"htmlText":"路过","listText":"路过","text":"路过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307104785","repostId":"307354629","repostType":1,"repost":{"id":307354629,"gmtCreate":1605494358752,"gmtModify":1703837825727,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美股周策略：传统企业打开补涨空间，中概短期面临压力","htmlText":"报告要点 一、风格捕捉：疫苗会改变中期投资风向吗？ 二、饮料银行：传统企业换发生机，打开补涨空间。 三、中概追踪：部分新能源、电商企业Q4实现翻倍涨幅。 &nbsp;一、疫苗会改变中期投资风向吗？ 特朗普上周关键诉讼失利后，翻盘希望已经愈发渺茫；近期，疫苗问世在望和财政政策刺激预期，让前期业务受疫情冲击较大，经营杠杆较高的地产、消费、工业等行业上周开始领跑美股市场。不过美国疫情同样刻不容缓，从疫苗开始接种到大规模化，预计也需要等到明年下半年，未来市场更有可能在传统企业盈利复苏和科技企业份额扩张中，交互前行。 &nbsp;1.参众两院分割后，Q4美国财政刺激也有可能较预期低，但仍然会高于其他市场。再考虑到免疫接种更可能于明年年初开始，下半年进入规模化。未来盈利复苏应该会成为传统企业股价后续上涨的催化。我们建议重点关注美国零售复苏逻辑下的受益股，例如银行，饮料等；除此之外，也还有定向纾困的航空企业，以及刺激力度更大的新能源。 2.对于美国科技企业，美联储虽然仍将长时间保持宽松，但是加大宽松的力度这种可能性已经比较渺茫，流动性边际趋弱后，份额扩张占据优势的企业仍有机会脱颖而出。除此之外，参众两院分割，也会让计划下半年加税的几率降低，对科技企业是较好的结果。<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 3.&nbsp;中概股这个季度既有动能，也有韧性。中概股近期受监管冲击后纷纷出现回落，但整体板块也在周中迅速得到修复。影响较大的更多是阿里、美团这类份额较大的平台型企业，但宏观消费增长的确定性（保证增量）和企业内生生长逻辑（产品和服务的竞争力）并不会轻易改变。 二、传统板块打开补涨空间，经营杠杆较高，财政刺激定向纾困的企业 上周美股涨上来的大部分都是疫情期间跌幅较大，QE后涨幅又比较落后的","listText":"报告要点 一、风格捕捉：疫苗会改变中期投资风向吗？ 二、饮料银行：传统企业换发生机，打开补涨空间。 三、中概追踪：部分新能源、电商企业Q4实现翻倍涨幅。 &nbsp;一、疫苗会改变中期投资风向吗？ 特朗普上周关键诉讼失利后，翻盘希望已经愈发渺茫；近期，疫苗问世在望和财政政策刺激预期，让前期业务受疫情冲击较大，经营杠杆较高的地产、消费、工业等行业上周开始领跑美股市场。不过美国疫情同样刻不容缓，从疫苗开始接种到大规模化，预计也需要等到明年下半年，未来市场更有可能在传统企业盈利复苏和科技企业份额扩张中，交互前行。 &nbsp;1.参众两院分割后，Q4美国财政刺激也有可能较预期低，但仍然会高于其他市场。再考虑到免疫接种更可能于明年年初开始，下半年进入规模化。未来盈利复苏应该会成为传统企业股价后续上涨的催化。我们建议重点关注美国零售复苏逻辑下的受益股，例如银行，饮料等；除此之外，也还有定向纾困的航空企业，以及刺激力度更大的新能源。 2.对于美国科技企业，美联储虽然仍将长时间保持宽松，但是加大宽松的力度这种可能性已经比较渺茫，流动性边际趋弱后，份额扩张占据优势的企业仍有机会脱颖而出。除此之外，参众两院分割，也会让计划下半年加税的几率降低，对科技企业是较好的结果。<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 3.&nbsp;中概股这个季度既有动能，也有韧性。中概股近期受监管冲击后纷纷出现回落，但整体板块也在周中迅速得到修复。影响较大的更多是阿里、美团这类份额较大的平台型企业，但宏观消费增长的确定性（保证增量）和企业内生生长逻辑（产品和服务的竞争力）并不会轻易改变。 二、传统板块打开补涨空间，经营杠杆较高，财政刺激定向纾困的企业 上周美股涨上来的大部分都是疫情期间跌幅较大，QE后涨幅又比较落后的","text":"报告要点 一、风格捕捉：疫苗会改变中期投资风向吗？ 二、饮料银行：传统企业换发生机，打开补涨空间。 三、中概追踪：部分新能源、电商企业Q4实现翻倍涨幅。 一、疫苗会改变中期投资风向吗？ 特朗普上周关键诉讼失利后，翻盘希望已经愈发渺茫；近期，疫苗问世在望和财政政策刺激预期，让前期业务受疫情冲击较大，经营杠杆较高的地产、消费、工业等行业上周开始领跑美股市场。不过美国疫情同样刻不容缓，从疫苗开始接种到大规模化，预计也需要等到明年下半年，未来市场更有可能在传统企业盈利复苏和科技企业份额扩张中，交互前行。 1.参众两院分割后，Q4美国财政刺激也有可能较预期低，但仍然会高于其他市场。再考虑到免疫接种更可能于明年年初开始，下半年进入规模化。未来盈利复苏应该会成为传统企业股价后续上涨的催化。我们建议重点关注美国零售复苏逻辑下的受益股，例如银行，饮料等；除此之外，也还有定向纾困的航空企业，以及刺激力度更大的新能源。 2.对于美国科技企业，美联储虽然仍将长时间保持宽松，但是加大宽松的力度这种可能性已经比较渺茫，流动性边际趋弱后，份额扩张占据优势的企业仍有机会脱颖而出。除此之外，参众两院分割，也会让计划下半年加税的几率降低，对科技企业是较好的结果。$纳斯达克(.IXIC)$ 3. 中概股这个季度既有动能，也有韧性。中概股近期受监管冲击后纷纷出现回落，但整体板块也在周中迅速得到修复。影响较大的更多是阿里、美团这类份额较大的平台型企业，但宏观消费增长的确定性（保证增量）和企业内生生长逻辑（产品和服务的竞争力）并不会轻易改变。 二、传统板块打开补涨空间，经营杠杆较高，财政刺激定向纾困的企业 上周美股涨上来的大部分都是疫情期间跌幅较大，QE后涨幅又比较落后的","images":[{"img":"https://static.tigerbbs.com/5c08d185af52fe6486360055de7dac95","width":"1395","height":"784"},{"img":"https://static.tigerbbs.com/d3a14caef6517403036313e2271434e1","width":"1273","height":"713"},{"img":"https://static.tigerbbs.com/49f5187c1953146df7210180e9c27431","width":"1353","height":"779"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307354629","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305256305,"gmtCreate":1604999681907,"gmtModify":1703835654995,"author":{"id":"3551079363776963","authorId":"3551079363776963","name":"二个王四个2","avatar":"https://static.tigerbbs.com/f2d02f461df257cf1339b4a53a0f306c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551079363776963","authorIdStr":"3551079363776963"},"themes":[],"htmlText":"警惕人性的弱点","listText":"警惕人性的弱点","text":"警惕人性的弱点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305256305","isVote":1,"tweetType":1,"viewCount":4582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302597788,"gmtCreate":1604667794044,"gmtModify":1703834366481,"author":{"id":"3551079363776963","authorId":"3551079363776963","name":"二个王四个2","avatar":"https://static.tigerbbs.com/f2d02f461df257cf1339b4a53a0f306c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551079363776963","authorIdStr":"3551079363776963"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302597788","repostId":"302822894","repostType":1,"repost":{"id":302822894,"gmtCreate":1604592617813,"gmtModify":1703834022821,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"财报点评：杀回下沉市场，阿里依然是最稳的那支股","htmlText":"今年波澜壮阔的中概科技股行情没有让投资者失望。 按市值算，今天的<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 已经是“亚洲一哥”。可能很少会有人想到，这家曾在2016年股价跌到过57美元，此后又被<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 围剿，一度错过下沉市场的企业，股价会这么快的冲上来。 对于投资者来讲，阿里不仅拥有中国超过一半的线上消费市场，也是亚洲最大的云计算平台，几乎是科技+消费最理想的组合。今天阿里公布了2021财年二季报，这次财报，又带来了哪些看点呢？ 划重点 一、营收稳健增长，但结构性变化需引起注意，云业务扛起增长大旗。 二、杀回下沉市场，淘宝特价版获客亮眼，但面临短期变现问题。 三、阿里云即将带来真金白银，成为名副其实的”二号现金牛”。 四、蚂蚁暂缓上市对阿里股价影响接近充分释放，无需悲观。 一、营收稳健增长，但结构性变化需引起注意 这个季度，阿里营收达到1550亿元，同比增长30%，其中增长比较稳健的是阿里云（+60%）和媒体娱乐（+11%），核心商业增速出现小幅回落（同比+29%），暗示增长结构性的改变，在淘宝真正商业化之前，创收可能更多依靠云业务，创新业务部分占比不大，这季度仍然维持着负增长（同比-3%）。 利润方面，阿里净利润达到470.88亿元，同比增长44%，接下来主要的贡献点在于阿里云和菜鸟。阿里云未来两个季度大概率将实现盈利，成为集团”二号现金牛”；菜鸟则依附于基础设施的壁垒，也有机会推动利润率的改善； 这个季度淘宝在获客上可以说是王者归来，展现出了极大成长性，不过因为商户广告费用目前较少，短期对阿里利润的贡献有限，但我们认为，信息流和淘宝直播将在未来随着货币化的","listText":"今年波澜壮阔的中概科技股行情没有让投资者失望。 按市值算，今天的<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 已经是“亚洲一哥”。可能很少会有人想到，这家曾在2016年股价跌到过57美元，此后又被<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 围剿，一度错过下沉市场的企业，股价会这么快的冲上来。 对于投资者来讲，阿里不仅拥有中国超过一半的线上消费市场，也是亚洲最大的云计算平台，几乎是科技+消费最理想的组合。今天阿里公布了2021财年二季报，这次财报，又带来了哪些看点呢？ 划重点 一、营收稳健增长，但结构性变化需引起注意，云业务扛起增长大旗。 二、杀回下沉市场，淘宝特价版获客亮眼，但面临短期变现问题。 三、阿里云即将带来真金白银，成为名副其实的”二号现金牛”。 四、蚂蚁暂缓上市对阿里股价影响接近充分释放，无需悲观。 一、营收稳健增长，但结构性变化需引起注意 这个季度，阿里营收达到1550亿元，同比增长30%，其中增长比较稳健的是阿里云（+60%）和媒体娱乐（+11%），核心商业增速出现小幅回落（同比+29%），暗示增长结构性的改变，在淘宝真正商业化之前，创收可能更多依靠云业务，创新业务部分占比不大，这季度仍然维持着负增长（同比-3%）。 利润方面，阿里净利润达到470.88亿元，同比增长44%，接下来主要的贡献点在于阿里云和菜鸟。阿里云未来两个季度大概率将实现盈利，成为集团”二号现金牛”；菜鸟则依附于基础设施的壁垒，也有机会推动利润率的改善； 这个季度淘宝在获客上可以说是王者归来，展现出了极大成长性，不过因为商户广告费用目前较少，短期对阿里利润的贡献有限，但我们认为，信息流和淘宝直播将在未来随着货币化的","text":"今年波澜壮阔的中概科技股行情没有让投资者失望。 按市值算，今天的$阿里巴巴(BABA)$ 已经是“亚洲一哥”。可能很少会有人想到，这家曾在2016年股价跌到过57美元，此后又被$拼多多(PDD)$ 围剿，一度错过下沉市场的企业，股价会这么快的冲上来。 对于投资者来讲，阿里不仅拥有中国超过一半的线上消费市场，也是亚洲最大的云计算平台，几乎是科技+消费最理想的组合。今天阿里公布了2021财年二季报，这次财报，又带来了哪些看点呢？ 划重点 一、营收稳健增长，但结构性变化需引起注意，云业务扛起增长大旗。 二、杀回下沉市场，淘宝特价版获客亮眼，但面临短期变现问题。 三、阿里云即将带来真金白银，成为名副其实的”二号现金牛”。 四、蚂蚁暂缓上市对阿里股价影响接近充分释放，无需悲观。 一、营收稳健增长，但结构性变化需引起注意 这个季度，阿里营收达到1550亿元，同比增长30%，其中增长比较稳健的是阿里云（+60%）和媒体娱乐（+11%），核心商业增速出现小幅回落（同比+29%），暗示增长结构性的改变，在淘宝真正商业化之前，创收可能更多依靠云业务，创新业务部分占比不大，这季度仍然维持着负增长（同比-3%）。 利润方面，阿里净利润达到470.88亿元，同比增长44%，接下来主要的贡献点在于阿里云和菜鸟。阿里云未来两个季度大概率将实现盈利，成为集团”二号现金牛”；菜鸟则依附于基础设施的壁垒，也有机会推动利润率的改善； 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Jeff Chung 提升了蔚来、小鹏、理想评级，看好中国新能源汽车。据报道，花旗分析师 Jeff Chung 将<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 目标价从33.20美元上调至46.60美元，维持其对该股的买入评级。这个目标是华尔街最高的，比周三37.71美元的收盘价高出23% 。 此外，Chung还提升了小鹏、理想评级。他对<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 的股票评级为“持有” ，并设定了27美元的目标价。这比最近的水平高出了7% 。 他将 <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 的股票评级定为买入，目标价为34.70美元。这比最近的水平高出了28% 。 受此消息影响，中国新能源汽车股票纷纷飙涨，小鹏汽车涨23.22%，蔚来汽车涨6.23%，理想汽车涨5.24%，创历史新高。花旗分析师Jeff Chung首予小鹏汽车(XPEV.US)“买入”评级，目标价为34.70美元。该分析师表示，预计到2022年，小鹏汽车的市场份额将翻倍，占据中国电动汽车市场销量的6%。此外，该分析师还指出小鹏汽车在自动驾驶的更新方面取得了快速的进展。 Jeff Chung予以理想汽车(LI.US)“中性”评级，目标价为27美元。该分析师认为，虽然该股股价已反映了其大部分的利好因素。但是，理想汽车将是增程电动车(EREV)需求增长的主要受益者。 此外，花旗还将蔚来(NIO.US)的目标价从33.2美元上调至46.4美元，维持“买入”评级。该行表示，看好蔚来主要基于以下因素:(","listText":"据巴伦周刊报道，11月4日，花旗分析师 Jeff Chung 提升了蔚来、小鹏、理想评级，看好中国新能源汽车。据报道，花旗分析师 Jeff Chung 将<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 目标价从33.20美元上调至46.60美元，维持其对该股的买入评级。这个目标是华尔街最高的，比周三37.71美元的收盘价高出23% 。 此外，Chung还提升了小鹏、理想评级。他对<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 的股票评级为“持有” ，并设定了27美元的目标价。这比最近的水平高出了7% 。 他将 <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 的股票评级定为买入，目标价为34.70美元。这比最近的水平高出了28% 。 受此消息影响，中国新能源汽车股票纷纷飙涨，小鹏汽车涨23.22%，蔚来汽车涨6.23%，理想汽车涨5.24%，创历史新高。花旗分析师Jeff Chung首予小鹏汽车(XPEV.US)“买入”评级，目标价为34.70美元。该分析师表示，预计到2022年，小鹏汽车的市场份额将翻倍，占据中国电动汽车市场销量的6%。此外，该分析师还指出小鹏汽车在自动驾驶的更新方面取得了快速的进展。 Jeff Chung予以理想汽车(LI.US)“中性”评级，目标价为27美元。该分析师认为，虽然该股股价已反映了其大部分的利好因素。但是，理想汽车将是增程电动车(EREV)需求增长的主要受益者。 此外，花旗还将蔚来(NIO.US)的目标价从33.2美元上调至46.4美元，维持“买入”评级。该行表示，看好蔚来主要基于以下因素:(","text":"据巴伦周刊报道，11月4日，花旗分析师 Jeff Chung 提升了蔚来、小鹏、理想评级，看好中国新能源汽车。据报道，花旗分析师 Jeff Chung 将$蔚来(NIO)$ 目标价从33.20美元上调至46.60美元，维持其对该股的买入评级。这个目标是华尔街最高的，比周三37.71美元的收盘价高出23% 。 此外，Chung还提升了小鹏、理想评级。他对$理想汽车(LI)$ 的股票评级为“持有” ，并设定了27美元的目标价。这比最近的水平高出了7% 。 他将 $小鹏汽车(XPEV)$ 的股票评级定为买入，目标价为34.70美元。这比最近的水平高出了28% 。 受此消息影响，中国新能源汽车股票纷纷飙涨，小鹏汽车涨23.22%，蔚来汽车涨6.23%，理想汽车涨5.24%，创历史新高。花旗分析师Jeff Chung首予小鹏汽车(XPEV.US)“买入”评级，目标价为34.70美元。该分析师表示，预计到2022年，小鹏汽车的市场份额将翻倍，占据中国电动汽车市场销量的6%。此外，该分析师还指出小鹏汽车在自动驾驶的更新方面取得了快速的进展。 Jeff Chung予以理想汽车(LI.US)“中性”评级，目标价为27美元。该分析师认为，虽然该股股价已反映了其大部分的利好因素。但是，理想汽车将是增程电动车(EREV)需求增长的主要受益者。 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~首先呢，是宏观数据，这个东西最官方最权威的来源肯定是国家统计局网站，这个网站上绝大多数的宏观数据都能查到，比如GDP呀，物价指数呀，制造业指数呀，你要看什么直接搜什么就可以了。用邮箱注册一个账号还可以把上面的数据用excel表下载下来。如果你要看货币，信贷方面更加详细的数据，你就要去中国人民银行的官网，一般央行要开展逆回购之类的操作都会第一时间的在官网上面发一个公告。那行业数据要去哪里看呢？其实如果你想看某个行业的市场规模，行业增速或者市场占有率的话，可以先去研报里面找一找。我经常会有的研报App叫慧博。你要是想看更详细一点的数据的话，你就要去搜一个叫做中商产业研究院的网站，这个网站有很多假冒的，所以一定要注意不要点到广告。你要想看商品方面的产业怎么办呢？比如你要看有色金属的数据，化工的数据，你可以去找一个叫“生意社”的网站，做期货的人就经常会上这个网站。至于基金类的APP，那肯定是天天基金网，因为它里面的数据会更多，更全，会比支付宝那些更加好用，比较适合普通投资人在里面学习。最后是个股的数据，这个也是最多人感兴趣的，公告哪里看？机构持仓哪里看？北向资金哪里看？财务报表哪里看？这些一般在你开户的券商软件上面都会有，比如说东财，同花顺里面都能找到这些个股的数据信息。如果你有更专业的数据需求，你要看M1M2的剪刀差，你要看某个产业的产销数据，这时候你就需要更专业一些的软件了。比如万得数据，这是个老牌数据软件，专业机构都在用它，里面的数据很强大，唯一的缺点就是比较","images":[{"img":"https://static.tigerbbs.com/93aa152f0f73b385a5d095284ce0cd1b","width":"450","height":"230"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806345620","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307104785,"gmtCreate":1605503962347,"gmtModify":1703837866786,"author":{"id":"3551079363776963","authorId":"3551079363776963","name":"二个王四个2","avatar":"https://static.tigerbbs.com/f2d02f461df257cf1339b4a53a0f306c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551079363776963","authorIdStr":"3551079363776963"},"themes":[],"htmlText":"路过","listText":"路过","text":"路过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307104785","repostId":"307354629","repostType":1,"repost":{"id":307354629,"gmtCreate":1605494358752,"gmtModify":1703837825727,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美股周策略：传统企业打开补涨空间，中概短期面临压力","htmlText":"报告要点 一、风格捕捉：疫苗会改变中期投资风向吗？ 二、饮料银行：传统企业换发生机，打开补涨空间。 三、中概追踪：部分新能源、电商企业Q4实现翻倍涨幅。 &nbsp;一、疫苗会改变中期投资风向吗？ 特朗普上周关键诉讼失利后，翻盘希望已经愈发渺茫；近期，疫苗问世在望和财政政策刺激预期，让前期业务受疫情冲击较大，经营杠杆较高的地产、消费、工业等行业上周开始领跑美股市场。不过美国疫情同样刻不容缓，从疫苗开始接种到大规模化，预计也需要等到明年下半年，未来市场更有可能在传统企业盈利复苏和科技企业份额扩张中，交互前行。 &nbsp;1.参众两院分割后，Q4美国财政刺激也有可能较预期低，但仍然会高于其他市场。再考虑到免疫接种更可能于明年年初开始，下半年进入规模化。未来盈利复苏应该会成为传统企业股价后续上涨的催化。我们建议重点关注美国零售复苏逻辑下的受益股，例如银行，饮料等；除此之外，也还有定向纾困的航空企业，以及刺激力度更大的新能源。 2.对于美国科技企业，美联储虽然仍将长时间保持宽松，但是加大宽松的力度这种可能性已经比较渺茫，流动性边际趋弱后，份额扩张占据优势的企业仍有机会脱颖而出。除此之外，参众两院分割，也会让计划下半年加税的几率降低，对科技企业是较好的结果。<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 3.&nbsp;中概股这个季度既有动能，也有韧性。中概股近期受监管冲击后纷纷出现回落，但整体板块也在周中迅速得到修复。影响较大的更多是阿里、美团这类份额较大的平台型企业，但宏观消费增长的确定性（保证增量）和企业内生生长逻辑（产品和服务的竞争力）并不会轻易改变。 二、传统板块打开补涨空间，经营杠杆较高，财政刺激定向纾困的企业 上周美股涨上来的大部分都是疫情期间跌幅较大，QE后涨幅又比较落后的","listText":"报告要点 一、风格捕捉：疫苗会改变中期投资风向吗？ 二、饮料银行：传统企业换发生机，打开补涨空间。 三、中概追踪：部分新能源、电商企业Q4实现翻倍涨幅。 &nbsp;一、疫苗会改变中期投资风向吗？ 特朗普上周关键诉讼失利后，翻盘希望已经愈发渺茫；近期，疫苗问世在望和财政政策刺激预期，让前期业务受疫情冲击较大，经营杠杆较高的地产、消费、工业等行业上周开始领跑美股市场。不过美国疫情同样刻不容缓，从疫苗开始接种到大规模化，预计也需要等到明年下半年，未来市场更有可能在传统企业盈利复苏和科技企业份额扩张中，交互前行。 &nbsp;1.参众两院分割后，Q4美国财政刺激也有可能较预期低，但仍然会高于其他市场。再考虑到免疫接种更可能于明年年初开始，下半年进入规模化。未来盈利复苏应该会成为传统企业股价后续上涨的催化。我们建议重点关注美国零售复苏逻辑下的受益股，例如银行，饮料等；除此之外，也还有定向纾困的航空企业，以及刺激力度更大的新能源。 2.对于美国科技企业，美联储虽然仍将长时间保持宽松，但是加大宽松的力度这种可能性已经比较渺茫，流动性边际趋弱后，份额扩张占据优势的企业仍有机会脱颖而出。除此之外，参众两院分割，也会让计划下半年加税的几率降低，对科技企业是较好的结果。<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 3.&nbsp;中概股这个季度既有动能，也有韧性。中概股近期受监管冲击后纷纷出现回落，但整体板块也在周中迅速得到修复。影响较大的更多是阿里、美团这类份额较大的平台型企业，但宏观消费增长的确定性（保证增量）和企业内生生长逻辑（产品和服务的竞争力）并不会轻易改变。 二、传统板块打开补涨空间，经营杠杆较高，财政刺激定向纾困的企业 上周美股涨上来的大部分都是疫情期间跌幅较大，QE后涨幅又比较落后的","text":"报告要点 一、风格捕捉：疫苗会改变中期投资风向吗？ 二、饮料银行：传统企业换发生机，打开补涨空间。 三、中概追踪：部分新能源、电商企业Q4实现翻倍涨幅。 一、疫苗会改变中期投资风向吗？ 特朗普上周关键诉讼失利后，翻盘希望已经愈发渺茫；近期，疫苗问世在望和财政政策刺激预期，让前期业务受疫情冲击较大，经营杠杆较高的地产、消费、工业等行业上周开始领跑美股市场。不过美国疫情同样刻不容缓，从疫苗开始接种到大规模化，预计也需要等到明年下半年，未来市场更有可能在传统企业盈利复苏和科技企业份额扩张中，交互前行。 1.参众两院分割后，Q4美国财政刺激也有可能较预期低，但仍然会高于其他市场。再考虑到免疫接种更可能于明年年初开始，下半年进入规模化。未来盈利复苏应该会成为传统企业股价后续上涨的催化。我们建议重点关注美国零售复苏逻辑下的受益股，例如银行，饮料等；除此之外，也还有定向纾困的航空企业，以及刺激力度更大的新能源。 2.对于美国科技企业，美联储虽然仍将长时间保持宽松，但是加大宽松的力度这种可能性已经比较渺茫，流动性边际趋弱后，份额扩张占据优势的企业仍有机会脱颖而出。除此之外，参众两院分割，也会让计划下半年加税的几率降低，对科技企业是较好的结果。$纳斯达克(.IXIC)$ 3. 中概股这个季度既有动能，也有韧性。中概股近期受监管冲击后纷纷出现回落，但整体板块也在周中迅速得到修复。影响较大的更多是阿里、美团这类份额较大的平台型企业，但宏观消费增长的确定性（保证增量）和企业内生生长逻辑（产品和服务的竞争力）并不会轻易改变。 二、传统板块打开补涨空间，经营杠杆较高，财政刺激定向纾困的企业 上周美股涨上来的大部分都是疫情期间跌幅较大，QE后涨幅又比较落后的","images":[{"img":"https://static.tigerbbs.com/5c08d185af52fe6486360055de7dac95","width":"1395","height":"784"},{"img":"https://static.tigerbbs.com/d3a14caef6517403036313e2271434e1","width":"1273","height":"713"},{"img":"https://static.tigerbbs.com/49f5187c1953146df7210180e9c27431","width":"1353","height":"779"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307354629","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305256305,"gmtCreate":1604999681907,"gmtModify":1703835654995,"author":{"id":"3551079363776963","authorId":"3551079363776963","name":"二个王四个2","avatar":"https://static.tigerbbs.com/f2d02f461df257cf1339b4a53a0f306c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551079363776963","authorIdStr":"3551079363776963"},"themes":[],"htmlText":"警惕人性的弱点","listText":"警惕人性的弱点","text":"警惕人性的弱点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305256305","isVote":1,"tweetType":1,"viewCount":4582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302597788,"gmtCreate":1604667794044,"gmtModify":1703834366481,"author":{"id":"3551079363776963","authorId":"3551079363776963","name":"二个王四个2","avatar":"https://static.tigerbbs.com/f2d02f461df257cf1339b4a53a0f306c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551079363776963","authorIdStr":"3551079363776963"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302597788","repostId":"302822894","repostType":1,"repost":{"id":302822894,"gmtCreate":1604592617813,"gmtModify":1703834022821,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"财报点评：杀回下沉市场，阿里依然是最稳的那支股","htmlText":"今年波澜壮阔的中概科技股行情没有让投资者失望。 按市值算，今天的<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 已经是“亚洲一哥”。可能很少会有人想到，这家曾在2016年股价跌到过57美元，此后又被<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 围剿，一度错过下沉市场的企业，股价会这么快的冲上来。 对于投资者来讲，阿里不仅拥有中国超过一半的线上消费市场，也是亚洲最大的云计算平台，几乎是科技+消费最理想的组合。今天阿里公布了2021财年二季报，这次财报，又带来了哪些看点呢？ 划重点 一、营收稳健增长，但结构性变化需引起注意，云业务扛起增长大旗。 二、杀回下沉市场，淘宝特价版获客亮眼，但面临短期变现问题。 三、阿里云即将带来真金白银，成为名副其实的”二号现金牛”。 四、蚂蚁暂缓上市对阿里股价影响接近充分释放，无需悲观。 一、营收稳健增长，但结构性变化需引起注意 这个季度，阿里营收达到1550亿元，同比增长30%，其中增长比较稳健的是阿里云（+60%）和媒体娱乐（+11%），核心商业增速出现小幅回落（同比+29%），暗示增长结构性的改变，在淘宝真正商业化之前，创收可能更多依靠云业务，创新业务部分占比不大，这季度仍然维持着负增长（同比-3%）。 利润方面，阿里净利润达到470.88亿元，同比增长44%，接下来主要的贡献点在于阿里云和菜鸟。阿里云未来两个季度大概率将实现盈利，成为集团”二号现金牛”；菜鸟则依附于基础设施的壁垒，也有机会推动利润率的改善； 这个季度淘宝在获客上可以说是王者归来，展现出了极大成长性，不过因为商户广告费用目前较少，短期对阿里利润的贡献有限，但我们认为，信息流和淘宝直播将在未来随着货币化的","listText":"今年波澜壮阔的中概科技股行情没有让投资者失望。 按市值算，今天的<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 已经是“亚洲一哥”。可能很少会有人想到，这家曾在2016年股价跌到过57美元，此后又被<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 围剿，一度错过下沉市场的企业，股价会这么快的冲上来。 对于投资者来讲，阿里不仅拥有中国超过一半的线上消费市场，也是亚洲最大的云计算平台，几乎是科技+消费最理想的组合。今天阿里公布了2021财年二季报，这次财报，又带来了哪些看点呢？ 划重点 一、营收稳健增长，但结构性变化需引起注意，云业务扛起增长大旗。 二、杀回下沉市场，淘宝特价版获客亮眼，但面临短期变现问题。 三、阿里云即将带来真金白银，成为名副其实的”二号现金牛”。 四、蚂蚁暂缓上市对阿里股价影响接近充分释放，无需悲观。 一、营收稳健增长，但结构性变化需引起注意 这个季度，阿里营收达到1550亿元，同比增长30%，其中增长比较稳健的是阿里云（+60%）和媒体娱乐（+11%），核心商业增速出现小幅回落（同比+29%），暗示增长结构性的改变，在淘宝真正商业化之前，创收可能更多依靠云业务，创新业务部分占比不大，这季度仍然维持着负增长（同比-3%）。 利润方面，阿里净利润达到470.88亿元，同比增长44%，接下来主要的贡献点在于阿里云和菜鸟。阿里云未来两个季度大概率将实现盈利，成为集团”二号现金牛”；菜鸟则依附于基础设施的壁垒，也有机会推动利润率的改善； 这个季度淘宝在获客上可以说是王者归来，展现出了极大成长性，不过因为商户广告费用目前较少，短期对阿里利润的贡献有限，但我们认为，信息流和淘宝直播将在未来随着货币化的","text":"今年波澜壮阔的中概科技股行情没有让投资者失望。 按市值算，今天的$阿里巴巴(BABA)$ 已经是“亚洲一哥”。可能很少会有人想到，这家曾在2016年股价跌到过57美元，此后又被$拼多多(PDD)$ 围剿，一度错过下沉市场的企业，股价会这么快的冲上来。 对于投资者来讲，阿里不仅拥有中国超过一半的线上消费市场，也是亚洲最大的云计算平台，几乎是科技+消费最理想的组合。今天阿里公布了2021财年二季报，这次财报，又带来了哪些看点呢？ 划重点 一、营收稳健增长，但结构性变化需引起注意，云业务扛起增长大旗。 二、杀回下沉市场，淘宝特价版获客亮眼，但面临短期变现问题。 三、阿里云即将带来真金白银，成为名副其实的”二号现金牛”。 四、蚂蚁暂缓上市对阿里股价影响接近充分释放，无需悲观。 一、营收稳健增长，但结构性变化需引起注意 这个季度，阿里营收达到1550亿元，同比增长30%，其中增长比较稳健的是阿里云（+60%）和媒体娱乐（+11%），核心商业增速出现小幅回落（同比+29%），暗示增长结构性的改变，在淘宝真正商业化之前，创收可能更多依靠云业务，创新业务部分占比不大，这季度仍然维持着负增长（同比-3%）。 利润方面，阿里净利润达到470.88亿元，同比增长44%，接下来主要的贡献点在于阿里云和菜鸟。阿里云未来两个季度大概率将实现盈利，成为集团”二号现金牛”；菜鸟则依附于基础设施的壁垒，也有机会推动利润率的改善； 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