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原来就这么简单
就是一个吃瓜群众
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原来就这么简单
06-16
$中油工程(600339)$
明天会不会就A杀了?
原来就这么简单
06-16
$港仔机器人(00370)$
今天创了近期新高,明天至少会再摸一次
原来就这么简单
06-16
观念改得太快了都有点跟不上了
@话题虎:消费观早变了!瑞银给出“HAPPI”投资主线,你看好哪条投资赛道?
原来就这么简单
06-16
$七牛智能(02567)$
待20日均与30日恋爱合体时将是又一轮上涨行情的开始
原来就这么简单
06-16
$绿景中国地产(00095)$
难道就是一则新闻引发的上涨吗?
原来就这么简单
06-16
$同源康医药-B(02410)$
底部主量这个信号很明显了,快抢一波筹码吧
原来就这么简单
06-16
$京东健康(06618)$
好像又可以了哦
原来就这么简单
06-16
$荃信生物-B(02509)$
一路走一路看,也一路跟随,顺带做做小波段这样挺好的
原来就这么简单
06-16
不要战争
@達叔168:中东战火重燃油价飙,通胀阴云再聚,美联储降息梦碎?
原来就这么简单
06-16
$黑芝麻智能(02533)$
本周反攻是否从今天的周一开始呢?AI板块有调头的意思了
原来就这么简单
06-16
$金山软件(03888)$
Saas为什么又突然起了
原来就这么简单
06-16
$晶泰控股(02228)$
进入前期小套牢盘平整区,小调横盘是必须的
原来就这么简单
06-11
$舒华体育(605299)$
近期大涨是因为全运会吗?
原来就这么简单
06-11
$港仔机器人(00370)$
相信大家都在等回调,问题是越等它越不回那怎么搞?
原来就这么简单
06-11
$德合集团(00368)$
这样就没有必要再介入了吧
原来就这么简单
06-11
$七牛智能(02567)$
公司推出的DeepSeek数字人一体机市场反应不错啊,AI硬件产品真是可以的
原来就这么简单
06-11
$德康农牧(02419)$
走的很是得体啊
原来就这么简单
06-11
$亲亲食品(01583)$
这样都可以吗?
原来就这么简单
06-11
$同源康医药-B(02410)$
短期均线已有几条融合了,说明短期大家的态度还是很一致的
原来就这么简单
06-11
$黑芝麻智能(02533)$
广州南沙自贸区新增自动驾驶测试路段,好多都系用着黑芝麻芯片嘅
去老虎APP查看更多动态
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</a>今天创了近期新高,明天至少会再摸一次","text":"$港仔机器人(00370)$ 今天创了近期新高,明天至少会再摸一次","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446622225490128","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446619460510200,"gmtCreate":1750059613297,"gmtModify":1750059614876,"author":{"id":"3564011840073775","authorId":"3564011840073775","name":"原来就这么简单","avatar":"https://static.tigerbbs.com/a37cb08394c3dc27fb59f07921d7c74f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564011840073775","authorIdStr":"3564011840073775"},"themes":[],"htmlText":"观念改得太快了都有点跟不上了","listText":"观念改得太快了都有点跟不上了","text":"观念改得太快了都有点跟不上了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446619460510200","repostId":"446685082792080","repostType":1,"repost":{"id":446685082792080,"gmtCreate":1750059128934,"gmtModify":1750059158298,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"消费观早变了!瑞银给出“HAPPI”投资主线,你看好哪条投资赛道?","htmlText":"到底是传统消费被普遍低估,还是中国消费观已经改变?上半年港股频现大牛股,新消费板块不断走高,924以来,新消费板块的老铺黄金涨超6倍,泡泡玛特涨幅近5倍,相反传统消费板块不断走低。有人认为现在是传统消费很多被普遍低估,应该在其中寻找机会,但还有一种观点,就是中国消费观其实已经发生了改变。瑞银认为中国在整体零售还比较疲软,指数难以大幅向上的背景下,消费领域目前有HAPPI五大核心投资逻辑:疫情后健康意识显著提升:H——Health & Wellness(健康与保健),包括 <a href=\"https://laohu8.com/S/06618\">$京东健康(06618)$</a> 消费者追求高性价比:A——Affordable Luxury(质价比消费),包括 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 政策导向驱动更新需求:P——Pragmatic(实用主义),包括 <a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 体验型或情绪价值消费:P——Personal / Emotional Value(情感和体验型消费),包括 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 通过IP打造品牌经济,粉丝经济活跃:I——IP / Content(内容与IP变现),包括 <a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 符合当前需求的,才算是刚需,瑞银围绕当前的趋势,配合“高息防守+精选成长”,给到了这样一个HAPPI主题投资布局,结合王宁2023年的分享,无用的,才是永恒的—不要求具备功能属性,只要精神满足,就能实现价值。大家觉","listText":"到底是传统消费被普遍低估,还是中国消费观已经改变?上半年港股频现大牛股,新消费板块不断走高,924以来,新消费板块的老铺黄金涨超6倍,泡泡玛特涨幅近5倍,相反传统消费板块不断走低。有人认为现在是传统消费很多被普遍低估,应该在其中寻找机会,但还有一种观点,就是中国消费观其实已经发生了改变。瑞银认为中国在整体零售还比较疲软,指数难以大幅向上的背景下,消费领域目前有HAPPI五大核心投资逻辑:疫情后健康意识显著提升:H——Health & Wellness(健康与保健),包括 <a href=\"https://laohu8.com/S/06618\">$京东健康(06618)$</a> 消费者追求高性价比:A——Affordable Luxury(质价比消费),包括 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 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符合当前需求的,才算是刚需,瑞银围绕当前的趋势,配合“高息防守+精选成长”,给到了这样一个HAPPI主题投资布局,结合王宁2023年的分享,无用的,才是永恒的—不要求具备功能属性,只要精神满足,就能实现价值。大家觉","images":[{"img":"https://static.tigerbbs.com/4950bd8eef788555ac1b4c4b046d6e5b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446685082792080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446621629563632,"gmtCreate":1750059544385,"gmtModify":1750059546067,"author":{"id":"3564011840073775","authorId":"3564011840073775","name":"原来就这么简单","avatar":"https://static.tigerbbs.com/a37cb08394c3dc27fb59f07921d7c74f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564011840073775","authorIdStr":"3564011840073775"},"themes":[],"htmlText":"<a 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底部主量这个信号很明显了,快抢一波筹码吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446618749366352","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446617203356320,"gmtCreate":1750059096060,"gmtModify":1750059097263,"author":{"id":"3564011840073775","authorId":"3564011840073775","name":"原来就这么简单","avatar":"https://static.tigerbbs.com/a37cb08394c3dc27fb59f07921d7c74f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564011840073775","authorIdStr":"3564011840073775"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06618\">$京东健康(06618)$ </a>好像又可以了哦","listText":"<a href=\"https://laohu8.com/S/06618\">$京东健康(06618)$ </a>好像又可以了哦","text":"$京东健康(06618)$ 好像又可以了哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446617203356320","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446617922113640,"gmtCreate":1750059031774,"gmtModify":1750059033272,"author":{"id":"3564011840073775","authorId":"3564011840073775","name":"原来就这么简单","avatar":"https://static.tigerbbs.com/a37cb08394c3dc27fb59f07921d7c74f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564011840073775","authorIdStr":"3564011840073775"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02509\">$荃信生物-B(02509)$ </a>一路走一路看,也一路跟随,顺带做做小波段这样挺好的","listText":"<a href=\"https://laohu8.com/S/02509\">$荃信生物-B(02509)$ </a>一路走一路看,也一路跟随,顺带做做小波段这样挺好的","text":"$荃信生物-B(02509)$ 一路走一路看,也一路跟随,顺带做做小波段这样挺好的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446617922113640","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446616609788368,"gmtCreate":1750058658005,"gmtModify":1750058660265,"author":{"id":"3564011840073775","authorId":"3564011840073775","name":"原来就这么简单","avatar":"https://static.tigerbbs.com/a37cb08394c3dc27fb59f07921d7c74f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564011840073775","authorIdStr":"3564011840073775"},"themes":[],"htmlText":"不要战争","listText":"不要战争","text":"不要战争","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446616609788368","repostId":"446652328936248","repostType":1,"repost":{"id":446652328936248,"gmtCreate":1750057111002,"gmtModify":1750058312176,"author":{"id":"4210835078831490","authorId":"4210835078831490","name":"達叔168","avatar":"https://static.tigerbbs.com/ad813f36bc0e768275b356bae4e4cc4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210835078831490","authorIdStr":"4210835078831490"},"themes":[],"title":"中东战火重燃油价飙,通胀阴云再聚,美联储降息梦碎?","htmlText":"一、事件回顾:中东再起烽烟,油价单日飙14% 6月12日凌晨,以色列突然对伊朗发动空袭,目标锁定核设施和军事高层,造成包括多名伊朗高级将领与核科学家在内的人员伤亡,令中东局势骤然紧张。 此次事件引发全球能源市场强烈反应,布伦特原油期货盘中暴涨14%,创下近三年来最大单日涨幅,价格突破每桶75美元。油价快速上行,使得通胀预期重新升温,也为美联储后续的政策路径增添不确定性。 二、油价飙升,通胀压力卷土重来 油价上行影响的不仅是能源板块,更可能通过多个渠道向下传导。 测算显示,一旦油价升至100美元/桶,美国汽油零售价可能涨至4.2美元/加仑,推动6月CPI重回3.2%左右,显著高于美联储设定的2%目标。 同时,如果伊朗原油出口被封锁,或霍尔木兹海峡运输受阻(全球五分之一原油运输量经此通道),油价甚至有可能冲高至120-130美元。 油价一旦上涨,其影响将层层传导: 企业生产成本上升,尤其是交通、物流、制造等高耗能行业; 终端消费品价格走高,CPI被动抬升; 消费者信心与实际购买力下降,形成“消费收缩-物价上行”的不良循环。 这正是美联储最担心的“输入型通膨叠加粘性通膨”。 三、通胀上行,美联储降息预期急降温 原本市场预期美联储将在年内开启降息进程,甚至可能实施两次降息。然而在油价大幅波动背景下,通胀存在反弹风险,这种预期正在迅速降温。 CME FedWatch 工具显示年内降息次数由事件前的约2.1次下降至约1.9次,投资者正在重新评估美联储政策的空间与节奏。 此外,美国近期对中国商品加征新一轮关税,也可能在短期内进一步抬升进口成本,加剧通胀压力。 四、滞胀风险隐现,货币政策进退维谷 更值得警惕的是,“高油价+低增长”的组合可能会导致滞胀。根据分析,油价每上涨10美元,将推动美国CPI上涨0.4个百分点,同时拖累GDP增速0.4个百分点。 当前美国部分宏观数据已显现经济放缓迹象","listText":"一、事件回顾:中东再起烽烟,油价单日飙14% 6月12日凌晨,以色列突然对伊朗发动空袭,目标锁定核设施和军事高层,造成包括多名伊朗高级将领与核科学家在内的人员伤亡,令中东局势骤然紧张。 此次事件引发全球能源市场强烈反应,布伦特原油期货盘中暴涨14%,创下近三年来最大单日涨幅,价格突破每桶75美元。油价快速上行,使得通胀预期重新升温,也为美联储后续的政策路径增添不确定性。 二、油价飙升,通胀压力卷土重来 油价上行影响的不仅是能源板块,更可能通过多个渠道向下传导。 测算显示,一旦油价升至100美元/桶,美国汽油零售价可能涨至4.2美元/加仑,推动6月CPI重回3.2%左右,显著高于美联储设定的2%目标。 同时,如果伊朗原油出口被封锁,或霍尔木兹海峡运输受阻(全球五分之一原油运输量经此通道),油价甚至有可能冲高至120-130美元。 油价一旦上涨,其影响将层层传导: 企业生产成本上升,尤其是交通、物流、制造等高耗能行业; 终端消费品价格走高,CPI被动抬升; 消费者信心与实际购买力下降,形成“消费收缩-物价上行”的不良循环。 这正是美联储最担心的“输入型通膨叠加粘性通膨”。 三、通胀上行,美联储降息预期急降温 原本市场预期美联储将在年内开启降息进程,甚至可能实施两次降息。然而在油价大幅波动背景下,通胀存在反弹风险,这种预期正在迅速降温。 CME FedWatch 工具显示年内降息次数由事件前的约2.1次下降至约1.9次,投资者正在重新评估美联储政策的空间与节奏。 此外,美国近期对中国商品加征新一轮关税,也可能在短期内进一步抬升进口成本,加剧通胀压力。 四、滞胀风险隐现,货币政策进退维谷 更值得警惕的是,“高油价+低增长”的组合可能会导致滞胀。根据分析,油价每上涨10美元,将推动美国CPI上涨0.4个百分点,同时拖累GDP增速0.4个百分点。 当前美国部分宏观数据已显现经济放缓迹象","text":"一、事件回顾:中东再起烽烟,油价单日飙14% 6月12日凌晨,以色列突然对伊朗发动空袭,目标锁定核设施和军事高层,造成包括多名伊朗高级将领与核科学家在内的人员伤亡,令中东局势骤然紧张。 此次事件引发全球能源市场强烈反应,布伦特原油期货盘中暴涨14%,创下近三年来最大单日涨幅,价格突破每桶75美元。油价快速上行,使得通胀预期重新升温,也为美联储后续的政策路径增添不确定性。 二、油价飙升,通胀压力卷土重来 油价上行影响的不仅是能源板块,更可能通过多个渠道向下传导。 测算显示,一旦油价升至100美元/桶,美国汽油零售价可能涨至4.2美元/加仑,推动6月CPI重回3.2%左右,显著高于美联储设定的2%目标。 同时,如果伊朗原油出口被封锁,或霍尔木兹海峡运输受阻(全球五分之一原油运输量经此通道),油价甚至有可能冲高至120-130美元。 油价一旦上涨,其影响将层层传导: 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