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ClampL

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03-07

[财迷]

@港股解码:【财经故事会】重磅！李嘉诚天价出售巴拿马等43个港口权益，影响有多大？

2021-02-23

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-01-31

非理性不会持久

@话题虎:史诗级散户血洗华尔街三天三夜！感受人民的力量吧！

2021-01-31

干货满满总觉得两边股民差距不是一点点

2021-01-09

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-01-06

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-01-05

这个拜....让我深深感受到小编的良苦用心哈哈哈哈哈

抱歉，原内容已删除

2020-12-07

厉害呀

@只是备忘录:依山照海花无数，高山流水心自知。2020年小结（上）

2020-11-27

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-11-27

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-11-24

No.11

抱歉，原内容已删除

2020-11-18

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-11-13

？？不是说科技界Bcone？

抱歉，原内容已删除

2020-10-02

果然是新闻字数越短信息量越大

抱歉，原内容已删除

2020-09-22

HSBC 🆚 Tiktok

抱歉，原内容已删除

2020-09-18

这稿子是不是小公举铁粉写的..

抱歉，原内容已删除

2020-09-16

这个疯狂的世界...

抱歉，原内容已删除

2020-09-11

人类迷惑行为之....

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2020-09-09

喔嚯

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2020-09-05

划重点中芯国际....

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以往，常常被机构压榨、收割的散户，却突然在上周五揭竿而起，上演了一出“以下犯上“的起义！ 并且一路披荆斩棘，血洗机构三天三夜！ 香橼（著名做空机构）投降，黯然离场...&nbsp;... Point72（对冲基金）7.5亿美元，全部陪光...&nbsp;... Citadel（对冲基金）20亿美元，打光殆尽...&nbsp;... Melvin（千亿资产的明星对冲基金）直接爆仓，濒临破产！ ....&nbsp;... 鳄鱼终于也留下了眼泪...&nbsp;... 01 1月22日，WallStreetBets（华尔街赌场）股票社区集结了大量散户，他们要发起一场针对做空机构的报复行动。 导火索是，香橼公开嘲讽散户们热爱的<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 只有20美元的价值（约50%的下跌空间），此举彻底激怒了散户。 （香橼创始人Andrew Left 发表做空GME视频） 以往，被机构吊打、相互算计的散户，竟然团结了起来，他们互相打气，号召大家团结做多，只要他们一条心，就可以逼退空头！ 于是，为了赚钱，更是为了尊严，散户们开始了第一次针对机构的报复行动。 1月22日（上周五），GME开盘了： 1小时，股价拉升了5%； 2小时，股价突破了10%； 3小时，股价爆拉，突破40%！ 4小时，股价达到高潮，突破70%！股价突破70$！ ...&nbsp;... 香橼哭了，像个祥林嫂一样，她说： 这是一次有组织、有规模的“金融暴力”！他们不仅割我的韭菜，还骚扰我的家人！我要告他们！[流泪][流泪][流泪] （Andrew Left 称，会将网络暴力证据递交给SEC） 而另一边，是散户们不绝于耳的欢笑声，其中一位网友晒出了他的盈利单：5万","listText":"2021年一开年，华尔街就上演了一出传奇故事： 以往，常常被机构压榨、收割的散户，却突然在上周五揭竿而起，上演了一出“以下犯上“的起义！ 并且一路披荆斩棘，血洗机构三天三夜！ 香橼（著名做空机构）投降，黯然离场...&nbsp;... Point72（对冲基金）7.5亿美元，全部陪光...&nbsp;... Citadel（对冲基金）20亿美元，打光殆尽...&nbsp;... Melvin（千亿资产的明星对冲基金）直接爆仓，濒临破产！ ....&nbsp;... 鳄鱼终于也留下了眼泪...&nbsp;... 01 1月22日，WallStreetBets（华尔街赌场）股票社区集结了大量散户，他们要发起一场针对做空机构的报复行动。 导火索是，香橼公开嘲讽散户们热爱的<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 只有20美元的价值（约50%的下跌空间），此举彻底激怒了散户。 （香橼创始人Andrew Left 发表做空GME视频） 以往，被机构吊打、相互算计的散户，竟然团结了起来，他们互相打气，号召大家团结做多，只要他们一条心，就可以逼退空头！ 于是，为了赚钱，更是为了尊严，散户们开始了第一次针对机构的报复行动。 1月22日（上周五），GME开盘了： 1小时，股价拉升了5%； 2小时，股价突破了10%； 3小时，股价爆拉，突破40%！ 4小时，股价达到高潮，突破70%！股价突破70$！ ...&nbsp;... 香橼哭了，像个祥林嫂一样，她说： 这是一次有组织、有规模的“金融暴力”！他们不仅割我的韭菜，还骚扰我的家人！我要告他们！[流泪][流泪][流泪] （Andrew Left 称，会将网络暴力证据递交给SEC） 而另一边，是散户们不绝于耳的欢笑声，其中一位网友晒出了他的盈利单：5万","text":"2021年一开年，华尔街就上演了一出传奇故事： 以往，常常被机构压榨、收割的散户，却突然在上周五揭竿而起，上演了一出“以下犯上“的起义！ 并且一路披荆斩棘，血洗机构三天三夜！ 香橼（著名做空机构）投降，黯然离场... ... Point72（对冲基金）7.5亿美元，全部陪光... ... Citadel（对冲基金）20亿美元，打光殆尽... ... 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算是提前给2020年的全年投资做一个总结和反思。 （年底太忙了太多事了，早写早超生，至于下要等12月数据都披露完毕才能动笔。） 依山照海花无数，高山流水心自知。 相信看过唐浩明《曾国藩》三部曲的对这句话都不陌生，曾国藩在其人生巅峰之时说出这句话，以表初心。 前几年我在订做门牌的时候特地想把这句话刻在门牌上，师傅告知字数太多写不了，有点可惜。 曾国藩还有一句话，我直接挂在了书房，常伴左右。 一、先简单谈本周。 本周依然没有交易，以下为目前持仓。 （目前应该指上周，本文周六就写好，想等周天发送，结果以为周六已发送。。。） A股持仓（场内占比计算只有70%，其他部分都是场外指基，分别在支付宝和其他账户。）红色为有可能会被调仓的品种。 港股持仓。黄色为分红不再投入后手动计算降低成本。 日股和美股持仓 本周参与美股一起教育科技、港股京东健康，以及20多家日股的摇新。（A股常年设置券商自动满格申购，所以只有中签我才知道我申购了什么东西。。。） 收到日股寄来股东大会的通知，目的就是投个票，那邮寄投票就好了。 目前整体证券账户依然保持几乎满仓的状态，只预留了2年左右家庭开支的现金，杠杆方面只用了中国和日本的房贷以及港股摇新时候适度使用融资杠杆。预留的现金基本不会进行股权投资，偶尔场内货币基金出现比较大的折价，会做一些套利（但下半年一直很忙，几乎没看过折溢价信息），当然，如果出现了巨大的股灾，我是会考虑缩衣节食平时多攒点钱，来买入股权的。 重点聊今年。 二、2020年收益（截止至2020年12月4日收益） 本年度还有19个交易日。 2020年截止本周： 人民币金融资产：总收益率35.92%，当前持仓收益率25.63%，净增长率27.81%； 美元（含港币）金融资产：总收益率、净增长率29.28%，当前持仓收益率27.55%； 日元金融资产：约等于没有增长。。。但也知","listText":"这是第五十四周投资实记。 算是提前给2020年的全年投资做一个总结和反思。 （年底太忙了太多事了，早写早超生，至于下要等12月数据都披露完毕才能动笔。） 依山照海花无数，高山流水心自知。 相信看过唐浩明《曾国藩》三部曲的对这句话都不陌生，曾国藩在其人生巅峰之时说出这句话，以表初心。 前几年我在订做门牌的时候特地想把这句话刻在门牌上，师傅告知字数太多写不了，有点可惜。 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