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Gaiasss
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IP属地:浙江
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Gaiasss
2021-03-23
$嘉楠科技(CAN)$
37的本。。。要死了
Gaiasss
2021-03-03
这篇文章不错,转发给大家看
@财经龙眼:欢迎关注B站:https://space.bilibili.com/401857866?spm_id_from=333.33.b_73656375726974794f75744c696e6b.1油管:https://www.youtube.com/channel/UCLfmkcVR-ifZPqE3IXEi0ug
Gaiasss
2021-02-24
$Afterpay Touch(APT.AU)$
行情走坏了啊。。为啥
Gaiasss
2021-02-08
$爱鸿森(AIHS)$
增发是坏事吧
Gaiasss
2021-01-20
这篇文章不错,转发给大家看
@胖虎哒哒:
$Roblox Corporation(RBLX)$
的招股书有魔力,招股书还没看完,我已经从淘宝把这本书下单了,根据资料显示是1992年,作家尼尔.史蒂芬森(Neal Stephenson)写的一本小说叫《雪崩》,在这部小说中,人类通过软件代理人,在一个虚拟三维空间中生活。史蒂芬森将这种现实世界的隐喻称为元宇宙。
Gaiasss
2021-01-20
这篇文章不错,转发给大家看
@胖虎哒哒:
$Roblox Corporation(RBLX)$
的招股书有魔力,招股书还没看完,我已经从淘宝把这本书下单了,根据资料显示是1992年,作家尼尔.史蒂芬森(Neal Stephenson)写的一本小说叫《雪崩》,在这部小说中,人类通过软件代理人,在一个虚拟三维空间中生活。史蒂芬森将这种现实世界的隐喻称为元宇宙。
Gaiasss
2021-01-07
$比特币基金(GBTC)$
我为什么始终买不到,下单没法成交,综合账户
Gaiasss
2021-01-06
这篇文章不错,转发给大家看
@甩小饼:宁德时代市值超过中石油,一个时代的分水岭
Gaiasss
2021-01-04
$比特币基金(GBTC)$
求科普,比特币下跌为啥这个是上账呢
Gaiasss
2021-01-01
$Palantir Technologies Inc.(PLTR)$
fine,fxxk U
Gaiasss
2021-01-01
$哔哩哔哩(BILI)$
不是吧
Gaiasss
2020-12-12
$CD Projekt SA(OTGLF)$
这也买不了啊
Gaiasss
2020-11-28
这篇文章不错,转发给大家看
@孟浩:比蔚来还猛,这只股票一年大涨1700%
Gaiasss
2020-11-25
这篇文章不错,转发给大家看
抱歉,原内容已删除
Gaiasss
2020-11-25
这篇文章不错,转发给大家看
抱歉,原内容已删除
Gaiasss
2020-11-20
这篇文章不错,转发给大家看
@爱上趋势股:【干货】如何跟机构一起买股票?赚机构的钱?
Gaiasss
2020-11-19
$逸仙电商(YSG)$
隔壁券商早公布了
Gaiasss
2020-11-19
$逸仙电商(YSG)$
依然待公布
Gaiasss
2020-09-03
这篇文章不错,转发给大家看
抱歉,原内容已删除
去老虎APP查看更多动态
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五年之后的2020年尾,中国石油总市值跌落至7597亿元,只剩下2007年那个疯狂早晨的十分之一不到。不知道这位基本满意的董事长在看到这个数字时,会作何感想。 另一端,一个来自福建的民营企业。2020年的最后一天,宁德时代(SZ:300750)的市值定格在了8179亿元,比中国石油高出582亿元。 在此之前十几天,董事长曾毓群在一次行业活动中告诉同行, “锂电行业将在2025年迈入TWh(亿千瓦时)时代。” 作为对比,2020年中国动力电池产能不过100GWh左右。 也就是说,在曾毓群的预测下,中国未来5年的时间内,锂电池将会面对一场十倍级的产能扩张,宁德时代在其中占据的市场份额超过40%。而支撑这些扩张产能的,正是快速增长的新能源汽车市场。 曾经贵为A股历史上市值最高企业的中国石油,仍然是每个人开车出行的必然选择,2.2万座加油站遍布全国。但已经远远地离开了资本市场的舞台中心,不再是那个人人追捧的“亚洲最赚钱公司”; 90%老百姓都不知道做什么的宁德时代,却和新能源汽车一起,成为了这个时代资本眼中最美的大红花。 也许大多数人还没有适应“宁德时代=中国石油”这个等式。但两者的命运,真实地在2020出现了令人瞠目的汇合。我们也是时候讨论下,未来这个等式是否会变成: “宁德时代>中国石油” 01、成长VS价值 成长股的投资没有畏惧宁德时代变差的财务数据,价值型投资者则认为中国石油的市场表现虽然很差,但也没到值得买入的时候。 讨论宁德时代","text":"转发,来自巨潮商业评论 2007年11月5日,中国石油(SH:601857)在A股风光上市,首日开盘价被疯狂的投资者推高到48.60元,市值峰值达到80456.02亿元。彼时的中国石油董事长蒋洁敏,在接受央视采访的时候表示。 “基本满意。” 2015年,这位基本满意的董事长犯受贿、巨额财产来源不明等罪名,被判处有期徒刑16年。 五年之后的2020年尾,中国石油总市值跌落至7597亿元,只剩下2007年那个疯狂早晨的十分之一不到。不知道这位基本满意的董事长在看到这个数字时,会作何感想。 另一端,一个来自福建的民营企业。2020年的最后一天,宁德时代(SZ:300750)的市值定格在了8179亿元,比中国石油高出582亿元。 在此之前十几天,董事长曾毓群在一次行业活动中告诉同行, 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SA(OTGLF)$这也买不了啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395796315","isVote":1,"tweetType":1,"viewCount":2004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391830688,"gmtCreate":1606536385344,"gmtModify":1703843585932,"author":{"id":"3557290305306268","authorId":"3557290305306268","name":"Gaiasss","avatar":"https://static.tigerbbs.com/a41deab6e79568d5054a0a297087870c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557290305306268","idStr":"3557290305306268"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391830688","repostId":"393079583","repostType":1,"repost":{"id":393079583,"gmtCreate":1606219418737,"gmtModify":1703841740450,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58341441844653","idStr":"58341441844653"},"themes":[],"title":"比蔚来还猛,这只股票一年大涨1700%","htmlText":"今年以来,新能源汽车涨势如虹,特斯拉大涨523%,蔚来大涨1277%,今年上市的小鹏与理想在短短的几个月也翻了300%左右。然而他们的涨幅远不及一个做充电桩的公司<a target=\"_blank\" href=\"https://laohu8.com/S/BLNK\">$Blink Charging(BLNK)$</a> ,这家公司股价23日暴涨48.3%,11月以来上涨了333.25%,过去一年更是累计上涨约1700%。今天就跟大家聊聊这家做充电桩的公司。 为什么 Blink 充电桩吸引了如此多的投资者关注? Blink成立于2009年,是美国第二大的电动车充电网络公司,它主营业务是美国制造、拥有和运营充电站网络。目前在美国40个州拥有超过1.5万个充电站,包括二级充电桩和高压快速充电桩。随着消费者对电动汽车需求的增长,电动汽车充电基础设施的市场可能是巨大的。预计2019-2026年全球电动汽车市场年复合年增长率为25.6%,到2026年电动汽车市场将超过5670亿美元。预计到2025年电动汽车的销量将达到占全球汽车销量的30%。 股价走高源于该公司近期对外宣布的一系列消息,首先是推出新的Blink充电站和IQ200充电站升级设备的电缆管理解决方案;其次是今年第三季度公司收购了位于洛杉矶市中心的200个电动汽车充电站;第三是与高纬物业签署协议,向该公司美国客户推广Blink电动汽车充电站。 Blink 营销副总裁Rebecca Gutierrez在回复市场观察员的电子邮件中写道: “关于我们股价最近的上涨,如你所知,目前市场对电动汽车行业有很大的兴趣,随着电动汽车的使用持续增长,投资者也意识到了这一点,Blink 在基础设施方面处于独特的地位。”。 机构看空Blink 与市场的追捧热情不同,做空机构对这家公司的评价不高。2020年8月,该公司股价遭受重创,在截至8月21日的一","listText":"今年以来,新能源汽车涨势如虹,特斯拉大涨523%,蔚来大涨1277%,今年上市的小鹏与理想在短短的几个月也翻了300%左右。然而他们的涨幅远不及一个做充电桩的公司<a target=\"_blank\" href=\"https://laohu8.com/S/BLNK\">$Blink Charging(BLNK)$</a> ,这家公司股价23日暴涨48.3%,11月以来上涨了333.25%,过去一年更是累计上涨约1700%。今天就跟大家聊聊这家做充电桩的公司。 为什么 Blink 充电桩吸引了如此多的投资者关注? Blink成立于2009年,是美国第二大的电动车充电网络公司,它主营业务是美国制造、拥有和运营充电站网络。目前在美国40个州拥有超过1.5万个充电站,包括二级充电桩和高压快速充电桩。随着消费者对电动汽车需求的增长,电动汽车充电基础设施的市场可能是巨大的。预计2019-2026年全球电动汽车市场年复合年增长率为25.6%,到2026年电动汽车市场将超过5670亿美元。预计到2025年电动汽车的销量将达到占全球汽车销量的30%。 股价走高源于该公司近期对外宣布的一系列消息,首先是推出新的Blink充电站和IQ200充电站升级设备的电缆管理解决方案;其次是今年第三季度公司收购了位于洛杉矶市中心的200个电动汽车充电站;第三是与高纬物业签署协议,向该公司美国客户推广Blink电动汽车充电站。 Blink 营销副总裁Rebecca Gutierrez在回复市场观察员的电子邮件中写道: “关于我们股价最近的上涨,如你所知,目前市场对电动汽车行业有很大的兴趣,随着电动汽车的使用持续增长,投资者也意识到了这一点,Blink 在基础设施方面处于独特的地位。”。 机构看空Blink 与市场的追捧热情不同,做空机构对这家公司的评价不高。2020年8月,该公司股价遭受重创,在截至8月21日的一","text":"今年以来,新能源汽车涨势如虹,特斯拉大涨523%,蔚来大涨1277%,今年上市的小鹏与理想在短短的几个月也翻了300%左右。然而他们的涨幅远不及一个做充电桩的公司$Blink Charging(BLNK)$ ,这家公司股价23日暴涨48.3%,11月以来上涨了333.25%,过去一年更是累计上涨约1700%。今天就跟大家聊聊这家做充电桩的公司。 为什么 Blink 充电桩吸引了如此多的投资者关注? Blink成立于2009年,是美国第二大的电动车充电网络公司,它主营业务是美国制造、拥有和运营充电站网络。目前在美国40个州拥有超过1.5万个充电站,包括二级充电桩和高压快速充电桩。随着消费者对电动汽车需求的增长,电动汽车充电基础设施的市场可能是巨大的。预计2019-2026年全球电动汽车市场年复合年增长率为25.6%,到2026年电动汽车市场将超过5670亿美元。预计到2025年电动汽车的销量将达到占全球汽车销量的30%。 股价走高源于该公司近期对外宣布的一系列消息,首先是推出新的Blink充电站和IQ200充电站升级设备的电缆管理解决方案;其次是今年第三季度公司收购了位于洛杉矶市中心的200个电动汽车充电站;第三是与高纬物业签署协议,向该公司美国客户推广Blink电动汽车充电站。 Blink 营销副总裁Rebecca Gutierrez在回复市场观察员的电子邮件中写道: “关于我们股价最近的上涨,如你所知,目前市场对电动汽车行业有很大的兴趣,随着电动汽车的使用持续增长,投资者也意识到了这一点,Blink 在基础设施方面处于独特的地位。”。 机构看空Blink 与市场的追捧热情不同,做空机构对这家公司的评价不高。2020年8月,该公司股价遭受重创,在截至8月21日的一","images":[{"img":"https://static.tigerbbs.com/aef829d5f0ca307f56087e599d11bd1b","width":"1382","height":"820"},{"img":"https://static.tigerbbs.com/b69b339e052d4d3b62d1faf6f09f6791","width":"541","height":"130"},{"img":"https://static.tigerbbs.com/b28bc116115b04c2264d819789f1ee9e","width":"539","height":"402"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393079583","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393885450,"gmtCreate":1606279833670,"gmtModify":1703842230134,"author":{"id":"3557290305306268","authorId":"3557290305306268","name":"Gaiasss","avatar":"https://static.tigerbbs.com/a41deab6e79568d5054a0a297087870c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557290305306268","idStr":"3557290305306268"},"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/393885450","repostId":"1158289629","repostType":4,"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393885583,"gmtCreate":1606279828142,"gmtModify":1703842230316,"author":{"id":"3557290305306268","authorId":"3557290305306268","name":"Gaiasss","avatar":"https://static.tigerbbs.com/a41deab6e79568d5054a0a297087870c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557290305306268","idStr":"3557290305306268"},"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/393885583","repostId":"1158289629","repostType":4,"isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390278903,"gmtCreate":1605802316002,"gmtModify":1703839796748,"author":{"id":"3557290305306268","authorId":"3557290305306268","name":"Gaiasss","avatar":"https://static.tigerbbs.com/a41deab6e79568d5054a0a297087870c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557290305306268","idStr":"3557290305306268"},"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/390278903","repostId":"390605783","repostType":1,"repost":{"id":390605783,"gmtCreate":1605779708638,"gmtModify":1744960583774,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502860692623653","idStr":"3502860692623653"},"themes":[],"title":"【干货】如何跟机构一起买股票?赚机构的钱?","htmlText":"今天给大家分享一个盘口小知识: 如何从盘口细节中,判断这是一只由机构介入的股票? 并跟随机构一同进场,利用小资金优势提前获利了结(割机构的韭菜) 01 与机构为伍 首先,我们要明白一个道理:与什么人为队伍,决定了你能赚多少钱。 什么意思呢? 打个比方,你买入一只股票,里面大多数都是投机分子、小散户,那么注定你很难赚钱。 因为,大家都个个鸡贼,想从对方口袋里偷一把就跑,就注定谁都赚不了几个钱,互相伤害嘛。 但如果你的队伍里,有大量机构参与,就是另一番景象了,因为: 机构持股周期长,不用担心第二天就割你的韭菜; 机构大资金,往往就会打出更高的高度,否则大资金很难出货; 机构投买入前经过大量调研,不用太担心股票的基本面问题。 02 从财报中找机构 机构这么好,怎么判断一只股票里有机构进来呢? 一种明牌的方法,是看财报。 例如,今年涨了300%+的机构抱团股: <a target=\"_blank\" href=\"https://laohu8.com/S/603489\">$八方股份(603489)$</a>按F10、点“股东研究”、“十大流通股东”,如下图:红框处,除了“香港中央结算”为沪股通外,全部是机构: UBS AG 是 欧洲的瑞银集团; MORGAN STANLEY 是大名鼎鼎的 摩根; 社保不用说了; 其他是国内机构,公募基金为主。 事实上,“香港中央结算”里面也是机构为主,因为外资里散户本身就不多。 但是,这种明牌最大的问题,就是延迟。 比如,上面的数据是三季度报的,起码延迟了2个月。从财报能看出,机构是在6月~9月参的,上图红框中,长的最猛的阶段。而现横盘滞涨,肯定有不少机构出货了。 那么,我们在看完财报后,再去买,就变成给机构抬轿子,或者被机构割韭菜了。 所以,简简单单的明牌,可不好玩啊~ 03&nb","listText":"今天给大家分享一个盘口小知识: 如何从盘口细节中,判断这是一只由机构介入的股票? 并跟随机构一同进场,利用小资金优势提前获利了结(割机构的韭菜) 01 与机构为伍 首先,我们要明白一个道理:与什么人为队伍,决定了你能赚多少钱。 什么意思呢? 打个比方,你买入一只股票,里面大多数都是投机分子、小散户,那么注定你很难赚钱。 因为,大家都个个鸡贼,想从对方口袋里偷一把就跑,就注定谁都赚不了几个钱,互相伤害嘛。 但如果你的队伍里,有大量机构参与,就是另一番景象了,因为: 机构持股周期长,不用担心第二天就割你的韭菜; 机构大资金,往往就会打出更高的高度,否则大资金很难出货; 机构投买入前经过大量调研,不用太担心股票的基本面问题。 02 从财报中找机构 机构这么好,怎么判断一只股票里有机构进来呢? 一种明牌的方法,是看财报。 例如,今年涨了300%+的机构抱团股: <a target=\"_blank\" href=\"https://laohu8.com/S/603489\">$八方股份(603489)$</a>按F10、点“股东研究”、“十大流通股东”,如下图:红框处,除了“香港中央结算”为沪股通外,全部是机构: UBS AG 是 欧洲的瑞银集团; MORGAN STANLEY 是大名鼎鼎的 摩根; 社保不用说了; 其他是国内机构,公募基金为主。 事实上,“香港中央结算”里面也是机构为主,因为外资里散户本身就不多。 但是,这种明牌最大的问题,就是延迟。 比如,上面的数据是三季度报的,起码延迟了2个月。从财报能看出,机构是在6月~9月参的,上图红框中,长的最猛的阶段。而现横盘滞涨,肯定有不少机构出货了。 那么,我们在看完财报后,再去买,就变成给机构抬轿子,或者被机构割韭菜了。 所以,简简单单的明牌,可不好玩啊~ 03&nb","text":"今天给大家分享一个盘口小知识: 如何从盘口细节中,判断这是一只由机构介入的股票? 并跟随机构一同进场,利用小资金优势提前获利了结(割机构的韭菜) 01 与机构为伍 首先,我们要明白一个道理:与什么人为队伍,决定了你能赚多少钱。 什么意思呢? 打个比方,你买入一只股票,里面大多数都是投机分子、小散户,那么注定你很难赚钱。 因为,大家都个个鸡贼,想从对方口袋里偷一把就跑,就注定谁都赚不了几个钱,互相伤害嘛。 但如果你的队伍里,有大量机构参与,就是另一番景象了,因为: 机构持股周期长,不用担心第二天就割你的韭菜; 机构大资金,往往就会打出更高的高度,否则大资金很难出货; 机构投买入前经过大量调研,不用太担心股票的基本面问题。 02 从财报中找机构 机构这么好,怎么判断一只股票里有机构进来呢? 一种明牌的方法,是看财报。 例如,今年涨了300%+的机构抱团股: $八方股份(603489)$按F10、点“股东研究”、“十大流通股东”,如下图:红框处,除了“香港中央结算”为沪股通外,全部是机构: UBS AG 是 欧洲的瑞银集团; MORGAN STANLEY 是大名鼎鼎的 摩根; 社保不用说了; 其他是国内机构,公募基金为主。 事实上,“香港中央结算”里面也是机构为主,因为外资里散户本身就不多。 但是,这种明牌最大的问题,就是延迟。 比如,上面的数据是三季度报的,起码延迟了2个月。从财报能看出,机构是在6月~9月参的,上图红框中,长的最猛的阶段。而现横盘滞涨,肯定有不少机构出货了。 那么,我们在看完财报后,再去买,就变成给机构抬轿子,或者被机构割韭菜了。 所以,简简单单的明牌,可不好玩啊~ 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2007年11月5日,中国石油(SH:601857)在A股风光上市,首日开盘价被疯狂的投资者推高到48.60元,市值峰值达到80456.02亿元。彼时的中国石油董事长蒋洁敏,在接受央视采访的时候表示。 “基本满意。” 2015年,这位基本满意的董事长犯受贿、巨额财产来源不明等罪名,被判处有期徒刑16年。 五年之后的2020年尾,中国石油总市值跌落至7597亿元,只剩下2007年那个疯狂早晨的十分之一不到。不知道这位基本满意的董事长在看到这个数字时,会作何感想。 另一端,一个来自福建的民营企业。2020年的最后一天,宁德时代(SZ:300750)的市值定格在了8179亿元,比中国石油高出582亿元。 在此之前十几天,董事长曾毓群在一次行业活动中告诉同行, “锂电行业将在2025年迈入TWh(亿千瓦时)时代。” 作为对比,2020年中国动力电池产能不过100GWh左右。 也就是说,在曾毓群的预测下,中国未来5年的时间内,锂电池将会面对一场十倍级的产能扩张,宁德时代在其中占据的市场份额超过40%。而支撑这些扩张产能的,正是快速增长的新能源汽车市场。 曾经贵为A股历史上市值最高企业的中国石油,仍然是每个人开车出行的必然选择,2.2万座加油站遍布全国。但已经远远地离开了资本市场的舞台中心,不再是那个人人追捧的“亚洲最赚钱公司”; 90%老百姓都不知道做什么的宁德时代,却和新能源汽车一起,成为了这个时代资本眼中最美的大红花。 也许大多数人还没有适应“宁德时代=中国石油”这个等式。但两者的命运,真实地在2020出现了令人瞠目的汇合。我们也是时候讨论下,未来这个等式是否会变成: “宁德时代>中国石油” 01、成长VS价值 成长股的投资没有畏惧宁德时代变差的财务数据,价值型投资者则认为中国石油的市场表现虽然很差,但也没到值得买入的时候。 讨论宁德时代","listText":"转发,来自巨潮商业评论 2007年11月5日,中国石油(SH:601857)在A股风光上市,首日开盘价被疯狂的投资者推高到48.60元,市值峰值达到80456.02亿元。彼时的中国石油董事长蒋洁敏,在接受央视采访的时候表示。 “基本满意。” 2015年,这位基本满意的董事长犯受贿、巨额财产来源不明等罪名,被判处有期徒刑16年。 五年之后的2020年尾,中国石油总市值跌落至7597亿元,只剩下2007年那个疯狂早晨的十分之一不到。不知道这位基本满意的董事长在看到这个数字时,会作何感想。 另一端,一个来自福建的民营企业。2020年的最后一天,宁德时代(SZ:300750)的市值定格在了8179亿元,比中国石油高出582亿元。 在此之前十几天,董事长曾毓群在一次行业活动中告诉同行, “锂电行业将在2025年迈入TWh(亿千瓦时)时代。” 作为对比,2020年中国动力电池产能不过100GWh左右。 也就是说,在曾毓群的预测下,中国未来5年的时间内,锂电池将会面对一场十倍级的产能扩张,宁德时代在其中占据的市场份额超过40%。而支撑这些扩张产能的,正是快速增长的新能源汽车市场。 曾经贵为A股历史上市值最高企业的中国石油,仍然是每个人开车出行的必然选择,2.2万座加油站遍布全国。但已经远远地离开了资本市场的舞台中心,不再是那个人人追捧的“亚洲最赚钱公司”; 90%老百姓都不知道做什么的宁德时代,却和新能源汽车一起,成为了这个时代资本眼中最美的大红花。 也许大多数人还没有适应“宁德时代=中国石油”这个等式。但两者的命运,真实地在2020出现了令人瞠目的汇合。我们也是时候讨论下,未来这个等式是否会变成: “宁德时代>中国石油” 01、成长VS价值 成长股的投资没有畏惧宁德时代变差的财务数据,价值型投资者则认为中国石油的市场表现虽然很差,但也没到值得买入的时候。 讨论宁德时代","text":"转发,来自巨潮商业评论 2007年11月5日,中国石油(SH:601857)在A股风光上市,首日开盘价被疯狂的投资者推高到48.60元,市值峰值达到80456.02亿元。彼时的中国石油董事长蒋洁敏,在接受央视采访的时候表示。 “基本满意。” 2015年,这位基本满意的董事长犯受贿、巨额财产来源不明等罪名,被判处有期徒刑16年。 五年之后的2020年尾,中国石油总市值跌落至7597亿元,只剩下2007年那个疯狂早晨的十分之一不到。不知道这位基本满意的董事长在看到这个数字时,会作何感想。 另一端,一个来自福建的民营企业。2020年的最后一天,宁德时代(SZ:300750)的市值定格在了8179亿元,比中国石油高出582亿元。 在此之前十几天,董事长曾毓群在一次行业活动中告诉同行, 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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>不是吧","text":"$哔哩哔哩(BILI)$不是吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331376128","isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391830688,"gmtCreate":1606536385344,"gmtModify":1703843585932,"author":{"id":"3557290305306268","authorId":"3557290305306268","name":"Gaiasss","avatar":"https://static.tigerbbs.com/a41deab6e79568d5054a0a297087870c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557290305306268","idStr":"3557290305306268"},"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/391830688","repostId":"393079583","repostType":1,"repost":{"id":393079583,"gmtCreate":1606219418737,"gmtModify":1703841740450,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58341441844653","idStr":"58341441844653"},"themes":[],"title":"比蔚来还猛,这只股票一年大涨1700%","htmlText":"今年以来,新能源汽车涨势如虹,特斯拉大涨523%,蔚来大涨1277%,今年上市的小鹏与理想在短短的几个月也翻了300%左右。然而他们的涨幅远不及一个做充电桩的公司<a target=\"_blank\" href=\"https://laohu8.com/S/BLNK\">$Blink Charging(BLNK)$</a> ,这家公司股价23日暴涨48.3%,11月以来上涨了333.25%,过去一年更是累计上涨约1700%。今天就跟大家聊聊这家做充电桩的公司。 为什么 Blink 充电桩吸引了如此多的投资者关注? Blink成立于2009年,是美国第二大的电动车充电网络公司,它主营业务是美国制造、拥有和运营充电站网络。目前在美国40个州拥有超过1.5万个充电站,包括二级充电桩和高压快速充电桩。随着消费者对电动汽车需求的增长,电动汽车充电基础设施的市场可能是巨大的。预计2019-2026年全球电动汽车市场年复合年增长率为25.6%,到2026年电动汽车市场将超过5670亿美元。预计到2025年电动汽车的销量将达到占全球汽车销量的30%。 股价走高源于该公司近期对外宣布的一系列消息,首先是推出新的Blink充电站和IQ200充电站升级设备的电缆管理解决方案;其次是今年第三季度公司收购了位于洛杉矶市中心的200个电动汽车充电站;第三是与高纬物业签署协议,向该公司美国客户推广Blink电动汽车充电站。 Blink 营销副总裁Rebecca Gutierrez在回复市场观察员的电子邮件中写道: “关于我们股价最近的上涨,如你所知,目前市场对电动汽车行业有很大的兴趣,随着电动汽车的使用持续增长,投资者也意识到了这一点,Blink 在基础设施方面处于独特的地位。”。 机构看空Blink 与市场的追捧热情不同,做空机构对这家公司的评价不高。2020年8月,该公司股价遭受重创,在截至8月21日的一","listText":"今年以来,新能源汽车涨势如虹,特斯拉大涨523%,蔚来大涨1277%,今年上市的小鹏与理想在短短的几个月也翻了300%左右。然而他们的涨幅远不及一个做充电桩的公司<a target=\"_blank\" href=\"https://laohu8.com/S/BLNK\">$Blink Charging(BLNK)$</a> ,这家公司股价23日暴涨48.3%,11月以来上涨了333.25%,过去一年更是累计上涨约1700%。今天就跟大家聊聊这家做充电桩的公司。 为什么 Blink 充电桩吸引了如此多的投资者关注? Blink成立于2009年,是美国第二大的电动车充电网络公司,它主营业务是美国制造、拥有和运营充电站网络。目前在美国40个州拥有超过1.5万个充电站,包括二级充电桩和高压快速充电桩。随着消费者对电动汽车需求的增长,电动汽车充电基础设施的市场可能是巨大的。预计2019-2026年全球电动汽车市场年复合年增长率为25.6%,到2026年电动汽车市场将超过5670亿美元。预计到2025年电动汽车的销量将达到占全球汽车销量的30%。 股价走高源于该公司近期对外宣布的一系列消息,首先是推出新的Blink充电站和IQ200充电站升级设备的电缆管理解决方案;其次是今年第三季度公司收购了位于洛杉矶市中心的200个电动汽车充电站;第三是与高纬物业签署协议,向该公司美国客户推广Blink电动汽车充电站。 Blink 营销副总裁Rebecca Gutierrez在回复市场观察员的电子邮件中写道: “关于我们股价最近的上涨,如你所知,目前市场对电动汽车行业有很大的兴趣,随着电动汽车的使用持续增长,投资者也意识到了这一点,Blink 在基础设施方面处于独特的地位。”。 机构看空Blink 与市场的追捧热情不同,做空机构对这家公司的评价不高。2020年8月,该公司股价遭受重创,在截至8月21日的一","text":"今年以来,新能源汽车涨势如虹,特斯拉大涨523%,蔚来大涨1277%,今年上市的小鹏与理想在短短的几个月也翻了300%左右。然而他们的涨幅远不及一个做充电桩的公司$Blink Charging(BLNK)$ ,这家公司股价23日暴涨48.3%,11月以来上涨了333.25%,过去一年更是累计上涨约1700%。今天就跟大家聊聊这家做充电桩的公司。 为什么 Blink 充电桩吸引了如此多的投资者关注? Blink成立于2009年,是美国第二大的电动车充电网络公司,它主营业务是美国制造、拥有和运营充电站网络。目前在美国40个州拥有超过1.5万个充电站,包括二级充电桩和高压快速充电桩。随着消费者对电动汽车需求的增长,电动汽车充电基础设施的市场可能是巨大的。预计2019-2026年全球电动汽车市场年复合年增长率为25.6%,到2026年电动汽车市场将超过5670亿美元。预计到2025年电动汽车的销量将达到占全球汽车销量的30%。 股价走高源于该公司近期对外宣布的一系列消息,首先是推出新的Blink充电站和IQ200充电站升级设备的电缆管理解决方案;其次是今年第三季度公司收购了位于洛杉矶市中心的200个电动汽车充电站;第三是与高纬物业签署协议,向该公司美国客户推广Blink电动汽车充电站。 Blink 营销副总裁Rebecca Gutierrez在回复市场观察员的电子邮件中写道: “关于我们股价最近的上涨,如你所知,目前市场对电动汽车行业有很大的兴趣,随着电动汽车的使用持续增长,投资者也意识到了这一点,Blink 在基础设施方面处于独特的地位。”。 机构看空Blink 与市场的追捧热情不同,做空机构对这家公司的评价不高。2020年8月,该公司股价遭受重创,在截至8月21日的一","images":[{"img":"https://static.tigerbbs.com/aef829d5f0ca307f56087e599d11bd1b","width":"1382","height":"820"},{"img":"https://static.tigerbbs.com/b69b339e052d4d3b62d1faf6f09f6791","width":"541","height":"130"},{"img":"https://static.tigerbbs.com/b28bc116115b04c2264d819789f1ee9e","width":"539","height":"402"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393079583","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393885450,"gmtCreate":1606279833670,"gmtModify":1703842230134,"author":{"id":"3557290305306268","authorId":"3557290305306268","name":"Gaiasss","avatar":"https://static.tigerbbs.com/a41deab6e79568d5054a0a297087870c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557290305306268","idStr":"3557290305306268"},"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/393885450","repostId":"1158289629","repostType":4,"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393885583,"gmtCreate":1606279828142,"gmtModify":1703842230316,"author":{"id":"3557290305306268","authorId":"3557290305306268","name":"Gaiasss","avatar":"https://static.tigerbbs.com/a41deab6e79568d5054a0a297087870c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557290305306268","idStr":"3557290305306268"},"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/393885583","repostId":"1158289629","repostType":4,"isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390278903,"gmtCreate":1605802316002,"gmtModify":1703839796748,"author":{"id":"3557290305306268","authorId":"3557290305306268","name":"Gaiasss","avatar":"https://static.tigerbbs.com/a41deab6e79568d5054a0a297087870c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557290305306268","idStr":"3557290305306268"},"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/390278903","repostId":"390605783","repostType":1,"repost":{"id":390605783,"gmtCreate":1605779708638,"gmtModify":1744960583774,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502860692623653","idStr":"3502860692623653"},"themes":[],"title":"【干货】如何跟机构一起买股票?赚机构的钱?","htmlText":"今天给大家分享一个盘口小知识: 如何从盘口细节中,判断这是一只由机构介入的股票? 并跟随机构一同进场,利用小资金优势提前获利了结(割机构的韭菜) 01 与机构为伍 首先,我们要明白一个道理:与什么人为队伍,决定了你能赚多少钱。 什么意思呢? 打个比方,你买入一只股票,里面大多数都是投机分子、小散户,那么注定你很难赚钱。 因为,大家都个个鸡贼,想从对方口袋里偷一把就跑,就注定谁都赚不了几个钱,互相伤害嘛。 但如果你的队伍里,有大量机构参与,就是另一番景象了,因为: 机构持股周期长,不用担心第二天就割你的韭菜; 机构大资金,往往就会打出更高的高度,否则大资金很难出货; 机构投买入前经过大量调研,不用太担心股票的基本面问题。 02 从财报中找机构 机构这么好,怎么判断一只股票里有机构进来呢? 一种明牌的方法,是看财报。 例如,今年涨了300%+的机构抱团股: <a target=\"_blank\" href=\"https://laohu8.com/S/603489\">$八方股份(603489)$</a>按F10、点“股东研究”、“十大流通股东”,如下图:红框处,除了“香港中央结算”为沪股通外,全部是机构: UBS AG 是 欧洲的瑞银集团; MORGAN STANLEY 是大名鼎鼎的 摩根; 社保不用说了; 其他是国内机构,公募基金为主。 事实上,“香港中央结算”里面也是机构为主,因为外资里散户本身就不多。 但是,这种明牌最大的问题,就是延迟。 比如,上面的数据是三季度报的,起码延迟了2个月。从财报能看出,机构是在6月~9月参的,上图红框中,长的最猛的阶段。而现横盘滞涨,肯定有不少机构出货了。 那么,我们在看完财报后,再去买,就变成给机构抬轿子,或者被机构割韭菜了。 所以,简简单单的明牌,可不好玩啊~ 03&nb","listText":"今天给大家分享一个盘口小知识: 如何从盘口细节中,判断这是一只由机构介入的股票? 并跟随机构一同进场,利用小资金优势提前获利了结(割机构的韭菜) 01 与机构为伍 首先,我们要明白一个道理:与什么人为队伍,决定了你能赚多少钱。 什么意思呢? 打个比方,你买入一只股票,里面大多数都是投机分子、小散户,那么注定你很难赚钱。 因为,大家都个个鸡贼,想从对方口袋里偷一把就跑,就注定谁都赚不了几个钱,互相伤害嘛。 但如果你的队伍里,有大量机构参与,就是另一番景象了,因为: 机构持股周期长,不用担心第二天就割你的韭菜; 机构大资金,往往就会打出更高的高度,否则大资金很难出货; 机构投买入前经过大量调研,不用太担心股票的基本面问题。 02 从财报中找机构 机构这么好,怎么判断一只股票里有机构进来呢? 一种明牌的方法,是看财报。 例如,今年涨了300%+的机构抱团股: <a target=\"_blank\" href=\"https://laohu8.com/S/603489\">$八方股份(603489)$</a>按F10、点“股东研究”、“十大流通股东”,如下图:红框处,除了“香港中央结算”为沪股通外,全部是机构: UBS AG 是 欧洲的瑞银集团; MORGAN STANLEY 是大名鼎鼎的 摩根; 社保不用说了; 其他是国内机构,公募基金为主。 事实上,“香港中央结算”里面也是机构为主,因为外资里散户本身就不多。 但是,这种明牌最大的问题,就是延迟。 比如,上面的数据是三季度报的,起码延迟了2个月。从财报能看出,机构是在6月~9月参的,上图红框中,长的最猛的阶段。而现横盘滞涨,肯定有不少机构出货了。 那么,我们在看完财报后,再去买,就变成给机构抬轿子,或者被机构割韭菜了。 所以,简简单单的明牌,可不好玩啊~ 03&nb","text":"今天给大家分享一个盘口小知识: 如何从盘口细节中,判断这是一只由机构介入的股票? 并跟随机构一同进场,利用小资金优势提前获利了结(割机构的韭菜) 01 与机构为伍 首先,我们要明白一个道理:与什么人为队伍,决定了你能赚多少钱。 什么意思呢? 打个比方,你买入一只股票,里面大多数都是投机分子、小散户,那么注定你很难赚钱。 因为,大家都个个鸡贼,想从对方口袋里偷一把就跑,就注定谁都赚不了几个钱,互相伤害嘛。 但如果你的队伍里,有大量机构参与,就是另一番景象了,因为: 机构持股周期长,不用担心第二天就割你的韭菜; 机构大资金,往往就会打出更高的高度,否则大资金很难出货; 机构投买入前经过大量调研,不用太担心股票的基本面问题。 02 从财报中找机构 机构这么好,怎么判断一只股票里有机构进来呢? 一种明牌的方法,是看财报。 例如,今年涨了300%+的机构抱团股: $八方股份(603489)$按F10、点“股东研究”、“十大流通股东”,如下图:红框处,除了“香港中央结算”为沪股通外,全部是机构: UBS AG 是 欧洲的瑞银集团; MORGAN STANLEY 是大名鼎鼎的 摩根; 社保不用说了; 其他是国内机构,公募基金为主。 事实上,“香港中央结算”里面也是机构为主,因为外资里散户本身就不多。 但是,这种明牌最大的问题,就是延迟。 比如,上面的数据是三季度报的,起码延迟了2个月。从财报能看出,机构是在6月~9月参的,上图红框中,长的最猛的阶段。而现横盘滞涨,肯定有不少机构出货了。 那么,我们在看完财报后,再去买,就变成给机构抬轿子,或者被机构割韭菜了。 所以,简简单单的明牌,可不好玩啊~ 03&nb","images":[{"img":"https://static.tigerbbs.com/07a07a6ac24b752c3b6ca20e9d7180f7","width":"933","height":"411"},{"img":"https://static.tigerbbs.com/c28573a09ce21a6b3e3406e94ccd450d","width":"542","height":"393"},{"img":"https://static.tigerbbs.com/fc3dd3e3ddb462de6bd4f4839b310c9b","width":"834","height":"388"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390605783","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390222803,"gmtCreate":1605800401103,"gmtModify":1703839757353,"author":{"id":"3557290305306268","authorId":"3557290305306268","name":"Gaiasss","avatar":"https://static.tigerbbs.com/a41deab6e79568d5054a0a297087870c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557290305306268","idStr":"3557290305306268"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>隔壁券商早公布了","listText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>隔壁券商早公布了","text":"$逸仙电商(YSG)$隔壁券商早公布了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390222803","isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}