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Robert678
2023-03-26
国际的交易中心就是好
Robert678
2023-03-26
这篇文章不错，转发给大家看看
@财妈价值轮回记:浅析腾讯财报及近期观察到的右侧加仓信号
Robert678
2023-03-26
这篇文章不错，转发给大家看看
@ETF小帮手:ETF追踪 | “木头姐”遭双重打击！两大“心头好”齐遇重大利空暴跌
Robert678
2023-03-26
[财迷]
抱歉，原内容已删除
Robert678
2023-03-26
[微笑] [开心] [财迷]
@大空神:Zoltan Pozsar | The Global Financial System 全球金融系统本相
去老虎APP查看更多动态
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投资要保持良性的怀疑主义，只有你亲自验证过的信息才是有价值的信息。” 这两日 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 公布了2022Q4财报，大概看了下，如黑白老师所言符合预期，就这两年的市场环境而言，腾讯交出符合预期的财报就意味着最困难的时期已经过去了，未来只要稳步经营就值得期待。腾讯其实是持仓中最放心的一家企业，除了有不少价值投资大V坚定看好和深度分析过它之外，财妈投资它的逻辑也很简单，就是相信常识，认为只要微信的竞争优势还在，腾讯就值得投资；而且它当时的估值有符合自己安全边际下的便宜可占（现在也不贵），图片就在月初用海康换了352.2的腾讯。01—浅析腾讯财报下了一份腾讯最新财报，第一次看港股财报，繁体字还不习惯，看得云里雾里，多看几份，慢慢习惯应该会好点。就去用杜邦分析拆解了一下它近10年ROE，除了总资产周转率连续6年逐年下降外，没看出啥问题。图片 从上图杜邦分析可得出腾讯的杜邦初印象：这是一家高净利率低周转中杠杆的企业。（判断标准：净利润率达到20%以上，那么企业一般是净利润率导向的。）净利润率很高的企业，往往说明其生产的产品具有独特的竞争优势，能够通过提价等方式来获得远高于成本的收益，而不用担心有竞争对手的杀价。腾讯ROE常年高于23%，十年均值为在27%左右，图片 从杜邦初印象可知，这是由于高毛利率导致高净利率，从而贡献的高ROE，这属于非常不错的一类公司。公司总资产周转率去年下滑比较明显，主要是去年存货周转天数和应收账款周转天数的上升，图片 说明公司卖货和收款的速度都变慢了一些，但数值变动并不大（比如存货周转天数从1天增加到近两天，好像也还好），依然优秀，同时指标不能独立于当年的经营背景去分","listText":"“ 投资要保持良性的怀疑主义，只有你亲自验证过的信息才是有价值的信息。” 这两日 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 公布了2022Q4财报，大概看了下，如黑白老师所言符合预期，就这两年的市场环境而言，腾讯交出符合预期的财报就意味着最困难的时期已经过去了，未来只要稳步经营就值得期待。腾讯其实是持仓中最放心的一家企业，除了有不少价值投资大V坚定看好和深度分析过它之外，财妈投资它的逻辑也很简单，就是相信常识，认为只要微信的竞争优势还在，腾讯就值得投资；而且它当时的估值有符合自己安全边际下的便宜可占（现在也不贵），图片就在月初用海康换了352.2的腾讯。01—浅析腾讯财报下了一份腾讯最新财报，第一次看港股财报，繁体字还不习惯，看得云里雾里，多看几份，慢慢习惯应该会好点。就去用杜邦分析拆解了一下它近10年ROE，除了总资产周转率连续6年逐年下降外，没看出啥问题。图片 从上图杜邦分析可得出腾讯的杜邦初印象：这是一家高净利率低周转中杠杆的企业。（判断标准：净利润率达到20%以上，那么企业一般是净利润率导向的。）净利润率很高的企业，往往说明其生产的产品具有独特的竞争优势，能够通过提价等方式来获得远高于成本的收益，而不用担心有竞争对手的杀价。腾讯ROE常年高于23%，十年均值为在27%左右，图片 从杜邦初印象可知，这是由于高毛利率导致高净利率，从而贡献的高ROE，这属于非常不错的一类公司。公司总资产周转率去年下滑比较明显，主要是去年存货周转天数和应收账款周转天数的上升，图片 说明公司卖货和收款的速度都变慢了一些，但数值变动并不大（比如存货周转天数从1天增加到近两天，好像也还好），依然优秀，同时指标不能独立于当年的经营背景去分","text":"“ 投资要保持良性的怀疑主义，只有你亲自验证过的信息才是有价值的信息。” 这两日 $腾讯控股(00700)$ 公布了2022Q4财报，大概看了下，如黑白老师所言符合预期，就这两年的市场环境而言，腾讯交出符合预期的财报就意味着最困难的时期已经过去了，未来只要稳步经营就值得期待。腾讯其实是持仓中最放心的一家企业，除了有不少价值投资大V坚定看好和深度分析过它之外，财妈投资它的逻辑也很简单，就是相信常识，认为只要微信的竞争优势还在，腾讯就值得投资；而且它当时的估值有符合自己安全边际下的便宜可占（现在也不贵），图片就在月初用海康换了352.2的腾讯。01—浅析腾讯财报下了一份腾讯最新财报，第一次看港股财报，繁体字还不习惯，看得云里雾里，多看几份，慢慢习惯应该会好点。就去用杜邦分析拆解了一下它近10年ROE，除了总资产周转率连续6年逐年下降外，没看出啥问题。图片 从上图杜邦分析可得出腾讯的杜邦初印象：这是一家高净利率低周转中杠杆的企业。（判断标准：净利润率达到20%以上，那么企业一般是净利润率导向的。）净利润率很高的企业，往往说明其生产的产品具有独特的竞争优势，能够通过提价等方式来获得远高于成本的收益，而不用担心有竞争对手的杀价。腾讯ROE常年高于23%，十年均值为在27%左右，图片 从杜邦初印象可知，这是由于高毛利率导致高净利率，从而贡献的高ROE，这属于非常不错的一类公司。公司总资产周转率去年下滑比较明显，主要是去年存货周转天数和应收账款周转天数的上升，图片 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| “木头姐”遭双重打击！两大“心头好”齐遇重大利空暴跌","htmlText":"想了解更多ETF资讯，请点击“关注”哦！华尔街明星经理、方舟投资掌门人“木头姐”Cathie Wood近日遭受到双重打击，因为她主要持股标的<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Block(SQ)$</a>公司和Coinbase公司最近负面新闻缠身。周四（23日），美国做空机构兴登堡研究（Hindenburg Research）将矛头指向了金融服务公司Block，报告发出后，该公司股价立马大跌。而本周三（22日），美国证券交易委员会（SEC）向美国最大的加密货币交易所Coinbase发出Wells通知，表示Coinbase涉嫌违反投资者保护法，预示着将对该公司采取强制行动。根据“木头姐”旗下ARK创新ETF（ARKK）相关持仓数据，Coinbase的持仓占比为7.5%，而Block占比6.2%，可以说两家公司都是她的主要持股。（注：截至今年3月21日，ARKK的持仓数据）ARKK的股价周四下跌了2%。该基金管理的资产73亿美元。该基金今年上涨了29%，轻松击败了SPDR S&P 500ETF信托（SPY）4.7%的涨幅。其最大持股特斯拉公司今年上涨了一倍多，提振了ARKK。“木头姐”最初在2021年疫情爆发后的几个月里，作为顶级基金经理名声鹊起，当时ARKK创下每股150美元的最高价格。周四，它的交易价格约为38美元。ARK本月也在增持Block，这是该公司的另一家五大控股公司，占其资产的6.24%。本月，该公司购买了45.9万股股票。","listText":"想了解更多ETF资讯，请点击“关注”哦！华尔街明星经理、方舟投资掌门人“木头姐”Cathie Wood近日遭受到双重打击，因为她主要持股标的<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Block(SQ)$</a>公司和Coinbase公司最近负面新闻缠身。周四（23日），美国做空机构兴登堡研究（Hindenburg Research）将矛头指向了金融服务公司Block，报告发出后，该公司股价立马大跌。而本周三（22日），美国证券交易委员会（SEC）向美国最大的加密货币交易所Coinbase发出Wells通知，表示Coinbase涉嫌违反投资者保护法，预示着将对该公司采取强制行动。根据“木头姐”旗下ARK创新ETF（ARKK）相关持仓数据，Coinbase的持仓占比为7.5%，而Block占比6.2%，可以说两家公司都是她的主要持股。（注：截至今年3月21日，ARKK的持仓数据）ARKK的股价周四下跌了2%。该基金管理的资产73亿美元。该基金今年上涨了29%，轻松击败了SPDR S&P 500ETF信托（SPY）4.7%的涨幅。其最大持股特斯拉公司今年上涨了一倍多，提振了ARKK。“木头姐”最初在2021年疫情爆发后的几个月里，作为顶级基金经理名声鹊起，当时ARKK创下每股150美元的最高价格。周四，它的交易价格约为38美元。ARK本月也在增持Block，这是该公司的另一家五大控股公司，占其资产的6.24%。本月，该公司购买了45.9万股股票。","text":"想了解更多ETF资讯，请点击“关注”哦！华尔街明星经理、方舟投资掌门人“木头姐”Cathie Wood近日遭受到双重打击，因为她主要持股标的$Block(SQ)$公司和Coinbase公司最近负面新闻缠身。周四（23日），美国做空机构兴登堡研究（Hindenburg Research）将矛头指向了金融服务公司Block，报告发出后，该公司股价立马大跌。而本周三（22日），美国证券交易委员会（SEC）向美国最大的加密货币交易所Coinbase发出Wells通知，表示Coinbase涉嫌违反投资者保护法，预示着将对该公司采取强制行动。根据“木头姐”旗下ARK创新ETF（ARKK）相关持仓数据，Coinbase的持仓占比为7.5%，而Block占比6.2%，可以说两家公司都是她的主要持股。（注：截至今年3月21日，ARKK的持仓数据）ARKK的股价周四下跌了2%。该基金管理的资产73亿美元。该基金今年上涨了29%，轻松击败了SPDR S&P 500ETF信托（SPY）4.7%的涨幅。其最大持股特斯拉公司今年上涨了一倍多，提振了ARKK。“木头姐”最初在2021年疫情爆发后的几个月里，作为顶级基金经理名声鹊起，当时ARKK创下每股150美元的最高价格。周四，它的交易价格约为38美元。ARK本月也在增持Block，这是该公司的另一家五大控股公司，占其资产的6.24%。本月，该公司购买了45.9万股股票。","images":[{"img":"https://static.tigerbbs.com/ce2ed9edce3c128f3e38af42f67d47f2","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659982102","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659357350,"gmtCreate":1679784249470,"gmtModify":1679796290092,"author":{"id":"3558513472041767","authorId":"3558513472041767","name":"Robert678","avatar":"https://static.tigerbbs.com/b746f68a61c2dd17afae5af56bda3f16","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558513472041767","idStr":"3558513472041767"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659357350","repostId":"659970178","repostType":1,"isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":659357997,"gmtCreate":1679784209020,"gmtModify":1679796289970,"author":{"id":"3558513472041767","authorId":"3558513472041767","name":"Robert678","avatar":"https://static.tigerbbs.com/b746f68a61c2dd17afae5af56bda3f16","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558513472041767","idStr":"3558513472041767"},"themes":[],"htmlText":"[微笑] [开心] [财迷] ","listText":"[微笑] [开心] [财迷] ","text":"[微笑] [开心] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659357997","repostId":"659970260","repostType":1,"repost":{"id":659970260,"gmtCreate":1679620020000,"gmtModify":1679651829395,"author":{"id":"3493069706345765","authorId":"3493069706345765","name":"大空神","avatar":"https://static.tigerbbs.com/602200198b06cd088343cf3b3305a810","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493069706345765","idStr":"3493069706345765"},"themes":[],"title":"Zoltan Pozsar | The Global Financial System 全球金融系统本相","htmlText":"这篇文章是很好去理解复杂的银行间衍生品生态的上佳著作。他的几篇QE4、war and interest rates 以及shadow banking 系列都是研究宏观必读的著作。我也会附上我的一些点评。强烈建议有足够金融知识底蕴和深度的读者阅读。今天的观点类文章将发布在另一个号：请帮忙关注，分享并点击赞和在看，记得点开星标啊老铁们，这样才能第一时间收到最新的信息。。Regulatory reform has focused on banks and how much liquidity and capital they should hold, rather than on the evolution of the broader financial ecosystem that banks are only a part of. However, understanding this ecosystem is imperative, as it can influence the types of activities banks engage in and the types of liabilities they issue.The financial ecosystem can be understood on two levels: first, by profiling the institutions that modern banks interact with on both their asset and liability sides and the needs of these institutions (questions of “who” and “what”), and second, by identifying the global mac","listText":"这篇文章是很好去理解复杂的银行间衍生品生态的上佳著作。他的几篇QE4、war and interest rates 以及shadow banking 系列都是研究宏观必读的著作。我也会附上我的一些点评。强烈建议有足够金融知识底蕴和深度的读者阅读。今天的观点类文章将发布在另一个号：请帮忙关注，分享并点击赞和在看，记得点开星标啊老铁们，这样才能第一时间收到最新的信息。。Regulatory reform has focused on banks and how much liquidity and capital they should hold, rather than on the evolution of the broader financial ecosystem that banks are only a part of. However, understanding this ecosystem is imperative, as it can influence the types of activities banks engage in and the types of liabilities they issue.The financial ecosystem can be understood on two levels: first, by profiling the institutions that modern banks interact with on both their asset and liability sides and the needs of these institutions (questions of “who” and “what”), and second, by identifying the global mac","text":"这篇文章是很好去理解复杂的银行间衍生品生态的上佳著作。他的几篇QE4、war and interest rates 以及shadow banking 系列都是研究宏观必读的著作。我也会附上我的一些点评。强烈建议有足够金融知识底蕴和深度的读者阅读。今天的观点类文章将发布在另一个号：请帮忙关注，分享并点击赞和在看，记得点开星标啊老铁们，这样才能第一时间收到最新的信息。。Regulatory reform has focused on banks and how much liquidity and capital they should hold, rather than on the evolution of the broader financial ecosystem that banks are only a part of. However, understanding this ecosystem is imperative, as it can influence the types of activities banks engage in and the types of liabilities they issue.The financial ecosystem can be understood on two levels: first, by profiling the institutions that modern banks interact with on both their asset and liability sides and the needs of these institutions (questions of “who” and “what”), and second, by identifying the global mac","images":[{"img":"https://static.tigerbbs.com/85644e68a6744c55be1b1aeec3996ce7","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659970260","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":659357642,"gmtCreate":1679784339387,"gmtModify":1679784340898,"author":{"id":"3558513472041767","authorId":"3558513472041767","name":"Robert678","avatar":"https://static.tigerbbs.com/b746f68a61c2dd17afae5af56bda3f16","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558513472041767","idStr":"3558513472041767"},"themes":[],"htmlText":"国际的交易中心就是好","listText":"国际的交易中心就是好","text":"国际的交易中心就是好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659357642","isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659357834,"gmtCreate":1679784275328,"gmtModify":1679796290076,"author":{"id":"3558513472041767","authorId":"3558513472041767","name":"Robert678","avatar":"https://static.tigerbbs.com/b746f68a61c2dd17afae5af56bda3f16","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558513472041767","idStr":"3558513472041767"},"themes":[],"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659357834","repostId":"659997736","repostType":1,"repost":{"id":659997736,"gmtCreate":1679623150826,"gmtModify":1679623430764,"author":{"id":"3552654261023988","authorId":"3552654261023988","name":"财妈价值轮回记","avatar":"https://static.tigerbbs.com/93f367dd6a92c34fcb00cc605a31395a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552654261023988","idStr":"3552654261023988"},"themes":[],"title":"浅析腾讯财报及近期观察到的右侧加仓信号","htmlText":"“ 投资要保持良性的怀疑主义，只有你亲自验证过的信息才是有价值的信息。” 这两日 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 公布了2022Q4财报，大概看了下，如黑白老师所言符合预期，就这两年的市场环境而言，腾讯交出符合预期的财报就意味着最困难的时期已经过去了，未来只要稳步经营就值得期待。腾讯其实是持仓中最放心的一家企业，除了有不少价值投资大V坚定看好和深度分析过它之外，财妈投资它的逻辑也很简单，就是相信常识，认为只要微信的竞争优势还在，腾讯就值得投资；而且它当时的估值有符合自己安全边际下的便宜可占（现在也不贵），图片就在月初用海康换了352.2的腾讯。01—浅析腾讯财报下了一份腾讯最新财报，第一次看港股财报，繁体字还不习惯，看得云里雾里，多看几份，慢慢习惯应该会好点。就去用杜邦分析拆解了一下它近10年ROE，除了总资产周转率连续6年逐年下降外，没看出啥问题。图片 从上图杜邦分析可得出腾讯的杜邦初印象：这是一家高净利率低周转中杠杆的企业。（判断标准：净利润率达到20%以上，那么企业一般是净利润率导向的。）净利润率很高的企业，往往说明其生产的产品具有独特的竞争优势，能够通过提价等方式来获得远高于成本的收益，而不用担心有竞争对手的杀价。腾讯ROE常年高于23%，十年均值为在27%左右，图片 从杜邦初印象可知，这是由于高毛利率导致高净利率，从而贡献的高ROE，这属于非常不错的一类公司。公司总资产周转率去年下滑比较明显，主要是去年存货周转天数和应收账款周转天数的上升，图片 说明公司卖货和收款的速度都变慢了一些，但数值变动并不大（比如存货周转天数从1天增加到近两天，好像也还好），依然优秀，同时指标不能独立于当年的经营背景去分","listText":"“ 投资要保持良性的怀疑主义，只有你亲自验证过的信息才是有价值的信息。” 这两日 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 公布了2022Q4财报，大概看了下，如黑白老师所言符合预期，就这两年的市场环境而言，腾讯交出符合预期的财报就意味着最困难的时期已经过去了，未来只要稳步经营就值得期待。腾讯其实是持仓中最放心的一家企业，除了有不少价值投资大V坚定看好和深度分析过它之外，财妈投资它的逻辑也很简单，就是相信常识，认为只要微信的竞争优势还在，腾讯就值得投资；而且它当时的估值有符合自己安全边际下的便宜可占（现在也不贵），图片就在月初用海康换了352.2的腾讯。01—浅析腾讯财报下了一份腾讯最新财报，第一次看港股财报，繁体字还不习惯，看得云里雾里，多看几份，慢慢习惯应该会好点。就去用杜邦分析拆解了一下它近10年ROE，除了总资产周转率连续6年逐年下降外，没看出啥问题。图片 从上图杜邦分析可得出腾讯的杜邦初印象：这是一家高净利率低周转中杠杆的企业。（判断标准：净利润率达到20%以上，那么企业一般是净利润率导向的。）净利润率很高的企业，往往说明其生产的产品具有独特的竞争优势，能够通过提价等方式来获得远高于成本的收益，而不用担心有竞争对手的杀价。腾讯ROE常年高于23%，十年均值为在27%左右，图片 从杜邦初印象可知，这是由于高毛利率导致高净利率，从而贡献的高ROE，这属于非常不错的一类公司。公司总资产周转率去年下滑比较明显，主要是去年存货周转天数和应收账款周转天数的上升，图片 说明公司卖货和收款的速度都变慢了一些，但数值变动并不大（比如存货周转天数从1天增加到近两天，好像也还好），依然优秀，同时指标不能独立于当年的经营背景去分","text":"“ 投资要保持良性的怀疑主义，只有你亲自验证过的信息才是有价值的信息。” 这两日 $腾讯控股(00700)$ 公布了2022Q4财报，大概看了下，如黑白老师所言符合预期，就这两年的市场环境而言，腾讯交出符合预期的财报就意味着最困难的时期已经过去了，未来只要稳步经营就值得期待。腾讯其实是持仓中最放心的一家企业，除了有不少价值投资大V坚定看好和深度分析过它之外，财妈投资它的逻辑也很简单，就是相信常识，认为只要微信的竞争优势还在，腾讯就值得投资；而且它当时的估值有符合自己安全边际下的便宜可占（现在也不贵），图片就在月初用海康换了352.2的腾讯。01—浅析腾讯财报下了一份腾讯最新财报，第一次看港股财报，繁体字还不习惯，看得云里雾里，多看几份，慢慢习惯应该会好点。就去用杜邦分析拆解了一下它近10年ROE，除了总资产周转率连续6年逐年下降外，没看出啥问题。图片 从上图杜邦分析可得出腾讯的杜邦初印象：这是一家高净利率低周转中杠杆的企业。（判断标准：净利润率达到20%以上，那么企业一般是净利润率导向的。）净利润率很高的企业，往往说明其生产的产品具有独特的竞争优势，能够通过提价等方式来获得远高于成本的收益，而不用担心有竞争对手的杀价。腾讯ROE常年高于23%，十年均值为在27%左右，图片 从杜邦初印象可知，这是由于高毛利率导致高净利率，从而贡献的高ROE，这属于非常不错的一类公司。公司总资产周转率去年下滑比较明显，主要是去年存货周转天数和应收账款周转天数的上升，图片 说明公司卖货和收款的速度都变慢了一些，但数值变动并不大（比如存货周转天数从1天增加到近两天，好像也还好），依然优秀，同时指标不能独立于当年的经营背景去分","images":[{"img":"https://static.tigerbbs.com/aa859d1be9cc1424da90ec3ae6f9619a","width":"1080","height":"601"},{"img":"https://static.tigerbbs.com/3868d3a594737137d1b850fa71c7def4","width":"952","height":"699"},{"img":"https://static.tigerbbs.com/93c16187b8bb574df38b078f9c7d3dac","width":"1080","height":"670"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659997736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659357122,"gmtCreate":1679784266066,"gmtModify":1679796290021,"author":{"id":"3558513472041767","authorId":"3558513472041767","name":"Robert678","avatar":"https://static.tigerbbs.com/b746f68a61c2dd17afae5af56bda3f16","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558513472041767","idStr":"3558513472041767"},"themes":[],"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/659357122","repostId":"659982102","repostType":1,"repost":{"id":659982102,"gmtCreate":1679635670606,"gmtModify":1679635819054,"author":{"id":"3527667688472228","authorId":"3527667688472228","name":"ETF小帮手","avatar":"https://static.tigerbbs.com/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667688472228","idStr":"3527667688472228"},"themes":[],"title":"ETF追踪 | “木头姐”遭双重打击！两大“心头好”齐遇重大利空暴跌","htmlText":"想了解更多ETF资讯，请点击“关注”哦！华尔街明星经理、方舟投资掌门人“木头姐”Cathie Wood近日遭受到双重打击，因为她主要持股标的<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Block(SQ)$</a>公司和Coinbase公司最近负面新闻缠身。周四（23日），美国做空机构兴登堡研究（Hindenburg Research）将矛头指向了金融服务公司Block，报告发出后，该公司股价立马大跌。而本周三（22日），美国证券交易委员会（SEC）向美国最大的加密货币交易所Coinbase发出Wells通知，表示Coinbase涉嫌违反投资者保护法，预示着将对该公司采取强制行动。根据“木头姐”旗下ARK创新ETF（ARKK）相关持仓数据，Coinbase的持仓占比为7.5%，而Block占比6.2%，可以说两家公司都是她的主要持股。（注：截至今年3月21日，ARKK的持仓数据）ARKK的股价周四下跌了2%。该基金管理的资产73亿美元。该基金今年上涨了29%，轻松击败了SPDR S&P 500ETF信托（SPY）4.7%的涨幅。其最大持股特斯拉公司今年上涨了一倍多，提振了ARKK。“木头姐”最初在2021年疫情爆发后的几个月里，作为顶级基金经理名声鹊起，当时ARKK创下每股150美元的最高价格。周四，它的交易价格约为38美元。ARK本月也在增持Block，这是该公司的另一家五大控股公司，占其资产的6.24%。本月，该公司购买了45.9万股股票。","listText":"想了解更多ETF资讯，请点击“关注”哦！华尔街明星经理、方舟投资掌门人“木头姐”Cathie Wood近日遭受到双重打击，因为她主要持股标的<a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Block(SQ)$</a>公司和Coinbase公司最近负面新闻缠身。周四（23日），美国做空机构兴登堡研究（Hindenburg Research）将矛头指向了金融服务公司Block，报告发出后，该公司股价立马大跌。而本周三（22日），美国证券交易委员会（SEC）向美国最大的加密货币交易所Coinbase发出Wells通知，表示Coinbase涉嫌违反投资者保护法，预示着将对该公司采取强制行动。根据“木头姐”旗下ARK创新ETF（ARKK）相关持仓数据，Coinbase的持仓占比为7.5%，而Block占比6.2%，可以说两家公司都是她的主要持股。（注：截至今年3月21日，ARKK的持仓数据）ARKK的股价周四下跌了2%。该基金管理的资产73亿美元。该基金今年上涨了29%，轻松击败了SPDR S&P 500ETF信托（SPY）4.7%的涨幅。其最大持股特斯拉公司今年上涨了一倍多，提振了ARKK。“木头姐”最初在2021年疫情爆发后的几个月里，作为顶级基金经理名声鹊起，当时ARKK创下每股150美元的最高价格。周四，它的交易价格约为38美元。ARK本月也在增持Block，这是该公司的另一家五大控股公司，占其资产的6.24%。本月，该公司购买了45.9万股股票。","text":"想了解更多ETF资讯，请点击“关注”哦！华尔街明星经理、方舟投资掌门人“木头姐”Cathie Wood近日遭受到双重打击，因为她主要持股标的$Block(SQ)$公司和Coinbase公司最近负面新闻缠身。周四（23日），美国做空机构兴登堡研究（Hindenburg Research）将矛头指向了金融服务公司Block，报告发出后，该公司股价立马大跌。而本周三（22日），美国证券交易委员会（SEC）向美国最大的加密货币交易所Coinbase发出Wells通知，表示Coinbase涉嫌违反投资者保护法，预示着将对该公司采取强制行动。根据“木头姐”旗下ARK创新ETF（ARKK）相关持仓数据，Coinbase的持仓占比为7.5%，而Block占比6.2%，可以说两家公司都是她的主要持股。（注：截至今年3月21日，ARKK的持仓数据）ARKK的股价周四下跌了2%。该基金管理的资产73亿美元。该基金今年上涨了29%，轻松击败了SPDR S&P 500ETF信托（SPY）4.7%的涨幅。其最大持股特斯拉公司今年上涨了一倍多，提振了ARKK。“木头姐”最初在2021年疫情爆发后的几个月里，作为顶级基金经理名声鹊起，当时ARKK创下每股150美元的最高价格。周四，它的交易价格约为38美元。ARK本月也在增持Block，这是该公司的另一家五大控股公司，占其资产的6.24%。本月，该公司购买了45.9万股股票。","images":[{"img":"https://static.tigerbbs.com/ce2ed9edce3c128f3e38af42f67d47f2","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659982102","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659357350,"gmtCreate":1679784249470,"gmtModify":1679796290092,"author":{"id":"3558513472041767","authorId":"3558513472041767","name":"Robert678","avatar":"https://static.tigerbbs.com/b746f68a61c2dd17afae5af56bda3f16","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558513472041767","idStr":"3558513472041767"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659357350","repostId":"659970178","repostType":1,"isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":659357997,"gmtCreate":1679784209020,"gmtModify":1679796289970,"author":{"id":"3558513472041767","authorId":"3558513472041767","name":"Robert678","avatar":"https://static.tigerbbs.com/b746f68a61c2dd17afae5af56bda3f16","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558513472041767","idStr":"3558513472041767"},"themes":[],"htmlText":"[微笑] [开心] [财迷] ","listText":"[微笑] [开心] [财迷] ","text":"[微笑] [开心] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659357997","repostId":"659970260","repostType":1,"repost":{"id":659970260,"gmtCreate":1679620020000,"gmtModify":1679651829395,"author":{"id":"3493069706345765","authorId":"3493069706345765","name":"大空神","avatar":"https://static.tigerbbs.com/602200198b06cd088343cf3b3305a810","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493069706345765","idStr":"3493069706345765"},"themes":[],"title":"Zoltan Pozsar | The Global Financial System 全球金融系统本相","htmlText":"这篇文章是很好去理解复杂的银行间衍生品生态的上佳著作。他的几篇QE4、war and interest rates 以及shadow banking 系列都是研究宏观必读的著作。我也会附上我的一些点评。强烈建议有足够金融知识底蕴和深度的读者阅读。今天的观点类文章将发布在另一个号：请帮忙关注，分享并点击赞和在看，记得点开星标啊老铁们，这样才能第一时间收到最新的信息。。Regulatory reform has focused on banks and how much liquidity and capital they should hold, rather than on the evolution of the broader financial ecosystem that banks are only a part of. However, understanding this ecosystem is imperative, as it can influence the types of activities banks engage in and the types of liabilities they issue.The financial ecosystem can be understood on two levels: first, by profiling the institutions that modern banks interact with on both their asset and liability sides and the needs of these institutions (questions of “who” and “what”), and second, by identifying the global mac","listText":"这篇文章是很好去理解复杂的银行间衍生品生态的上佳著作。他的几篇QE4、war and interest rates 以及shadow banking 系列都是研究宏观必读的著作。我也会附上我的一些点评。强烈建议有足够金融知识底蕴和深度的读者阅读。今天的观点类文章将发布在另一个号：请帮忙关注，分享并点击赞和在看，记得点开星标啊老铁们，这样才能第一时间收到最新的信息。。Regulatory reform has focused on banks and how much liquidity and capital they should hold, rather than on the evolution of the broader financial ecosystem that banks are only a part of. However, understanding this ecosystem is imperative, as it can influence the types of activities banks engage in and the types of liabilities they issue.The financial ecosystem can be understood on two levels: first, by profiling the institutions that modern banks interact with on both their asset and liability sides and the needs of these institutions (questions of “who” and “what”), and second, by identifying the global mac","text":"这篇文章是很好去理解复杂的银行间衍生品生态的上佳著作。他的几篇QE4、war and interest rates 以及shadow banking 系列都是研究宏观必读的著作。我也会附上我的一些点评。强烈建议有足够金融知识底蕴和深度的读者阅读。今天的观点类文章将发布在另一个号：请帮忙关注，分享并点击赞和在看，记得点开星标啊老铁们，这样才能第一时间收到最新的信息。。Regulatory reform has focused on banks and how much liquidity and capital they should hold, rather than on the evolution of the broader financial ecosystem that banks are only a part of. However, understanding this ecosystem is imperative, as it can influence the types of activities banks engage in and the types of liabilities they issue.The financial ecosystem can be understood on two levels: first, by profiling the institutions that modern banks interact with on both their asset and liability sides and the needs of these institutions (questions of “who” and “what”), and second, by identifying the global mac","images":[{"img":"https://static.tigerbbs.com/85644e68a6744c55be1b1aeec3996ce7","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659970260","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
