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Raychan
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Raychan
2021-01-13
$优信(UXIN)$
我判断最近人民币升值过猛,假外资和央行要有动作了,资金可能撤出大A和中概股。同时拜登统治两院,富人加税会导致提前卖股票,美股社会撕裂,红脖对抗白左黑哥哥,加重了科技股巨头的担忧。老虎还是好票,调一调更健康!
Raychan
2021-01-03
$陆金所(LU)$
无意间看到**的一句话:写作是最好的自我投资,而我也坚信:优质的写作,是最高效的社交,
Raychan
2021-02-08
$优信(UXIN)$
[看涨] [看涨]
Raychan
2021-07-12
$卡弗储蓄(CARV)$
加油加油
Raychan
2021-10-14
$Sundial Growers Inc.(SNDL)$
加油加油
Raychan
2021-02-03
$陆金所(LU)$
陆金所盘前涨3.22%。2020年第四季度,陆金所营收达132.86亿元,同比增长5.9%;录得净利润28.47亿元,同比增长17.4%。陆金所控股预计,2021年第一季度公司总收入将在人民币143至146亿元区间内,净利润将在人民币40至42亿元区间。
Raychan
2021-03-19
$小米集团ADR(XIACY)$
更多》帐户》公司行動》要約收購>可以轉去香港小米,以1美股對5港股
Raychan
2021-05-24
$陆金所(LU)$
对于陆金所今日公开的首次回购计划,相关投行分析人士称,回购安排往往发生在公司管理层判断自身被市场低估的时候,能够验证一家公司对自身价值的肯定以及对长期战略的信心。 回购释放了一个很强有力的信号,回购能将公司价值、公司利益与投资者利益进一步同步协调,这样的安排是对市场的表态,往往也是对股东和投资者负责任且有利的行为。
Raychan
2021-05-26
$小鹏汽车(XPEV)$
对于这家公司的卖点来说,小鹏汽车自身研究的自动驾驶补助系统(“ADAS”)的 XPILOT 3.0 也成为了部分新户购买的主要点之一。对于电动汽车以及自动驾驶有所了解的读者或许已经知道未来汽车软件的趋势将是 “价值附加型(“Value Added”)“ 的服务,而根据小鹏汽车本身的公布,公司的 XPILOT 3.0 以及只能座舱系统、智能语音助手等日均使用率超过 90%,可见公司已为未来的盈利模式做好铺垫。再加上,近期特斯拉在中国的竞争力因各种因素而有所减弱;对于小鹏汽车来说,这绝对是好事。因此以目前的价格转正,对比当时公司在乐观情绪最为夸张的 11 月比起来,目前的小鹏汽车绝对具有其吸引力所在。
Raychan
2021-05-21
$微贷网(WEI)$
没有最好,只有更好
Raychan
2021-01-22
$蔚来(NIO)$
宣布调整用户终身免费换电权益,自2021年1月22日起支付定金购买蔚来车型的用户,若选择免费充电桩,可享受每月4次免费换电服务;若选择放弃充电桩,可享受每月6次免费换电服务。
Raychan
2021-11-21
这篇文章不错,转发给大家看
@Iverson:【财报前瞻】:市值蒸发一万亿后,快手的底部筑牢了吗?
Raychan
2021-10-26
[财迷]
抱歉,原内容已删除
Raychan
2021-06-08
这篇文章不错,转发给大家看
抱歉,原内容已删除
Raychan
2021-05-28
这篇文章不错,转发给大家看
抱歉,原内容已删除
Raychan
2021-05-15
这篇文章不错,转发给大家看
@真探ZT:你不知道,阿里财报悄悄透露了5个信号
Raychan
2021-03-17
[微笑] [笑哭]
抱歉,原内容已删除
Raychan
2022-01-16
这篇文章不错,转发给大家看
抱歉,原内容已删除
Raychan
2021-12-28
这篇文章不错,转发给大家看
抱歉,原内容已删除
Raychan
2021-10-05
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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\n \n <a target=\"_blank\" href=\"https://laohu8.com/S/BHE\">$Benchmark Electronics Inc(BHE)$</a> 近日,巴菲特旗下的伯克希尔哈撒韦公司(BHE)计划斥资39亿美元,约合人民币247亿元,建设风力、太阳能发电项目。华尔街分析人士称,如此之巨额的投资,或将使该项目成为美国最大的单一风电项目。从投资路径来看,新能源领域一直是股神的心头好,巴菲特通过BHE持续投资可再生能源领域。目前,BHE已经成为了美国最大的新能源资产所有者之一,截至2020年底的投资额为340亿美元,而其中风电资产占据了大部分。作为股神,巴菲特的动作吸引着全世界的目光。而受巴菲特看好的领域,通常被市场理解为具备长期投资价值的标的。此番巴菲特重金下注风电、光伏领域,预示着清洁能源依然是未来的大趋势。这或许能给持续调整的A股风电、光伏赛道带来一些积极信号。\n \n","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BHE\">$Benchmark Electronics Inc(BHE)$</a> 近日,巴菲特旗下的伯克希尔哈撒韦公司(BHE)计划斥资39亿美元,约合人民币247亿元,建设风力、太阳能发电项目。华尔街分析人士称,如此之巨额的投资,或将使该项目成为美国最大的单一风电项目。从投资路径来看,新能源领域一直是股神的心头好,巴菲特通过BHE持续投资可再生能源领域。目前,BHE已经成为了美国最大的新能源资产所有者之一,截至2020年底的投资额为340亿美元,而其中风电资产占据了大部分。作为股神,巴菲特的动作吸引着全世界的目光。而受巴菲特看好的领域,通常被市场理解为具备长期投资价值的标的。此番巴菲特重金下注风电、光伏领域,预示着清洁能源依然是未来的大趋势。这或许能给持续调整的A股风电、光伏赛道带来一些积极信号。","text":"$Benchmark Electronics Inc(BHE)$ 近日,巴菲特旗下的伯克希尔哈撒韦公司(BHE)计划斥资39亿美元,约合人民币247亿元,建设风力、太阳能发电项目。华尔街分析人士称,如此之巨额的投资,或将使该项目成为美国最大的单一风电项目。从投资路径来看,新能源领域一直是股神的心头好,巴菲特通过BHE持续投资可再生能源领域。目前,BHE已经成为了美国最大的新能源资产所有者之一,截至2020年底的投资额为340亿美元,而其中风电资产占据了大部分。作为股神,巴菲特的动作吸引着全世界的目光。而受巴菲特看好的领域,通常被市场理解为具备长期投资价值的标的。此番巴菲特重金下注风电、光伏领域,预示着清洁能源依然是未来的大趋势。这或许能给持续调整的A股风电、光伏赛道带来一些积极信号。","images":[{"img":"https://static.tigerbbs.com/b9e2cb6062b37cad2b9a46fd27340375","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630839988","isVote":1,"tweetType":2,"object":{"id":"0f6ec1728252486e8883b57d71fae6c8","tweetId":"630839988","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/8f9950bc387702294914087565/Rz9hAI5eCHwA.mp4","poster":"https://static.tigerbbs.com/b9e2cb6062b37cad2b9a46fd27340375"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639240577,"gmtCreate":1643330602019,"gmtModify":1643330602454,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"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/639240577","repostId":"630835762","repostType":1,"repost":{"id":630835762,"gmtCreate":1642768483653,"gmtModify":1642813255876,"author":{"id":"4094925871338340","authorId":"4094925871338340","name":"Lashsmith","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094925871338340","authorIdStr":"4094925871338340"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>When you look at the graphs of most crypto yesterday, then Also the graphs of many stocks from yesterday, do you see parallels? That's not retail selling. It looks like coordinated selling to me. Meanwhile, Apes holding strong, as the number of buy orders continue to outweigh the sells. It's costing the shorts lots of $ to stay in. Whether it hits 21-22 today Or not, Apes will not back down ✊✊","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>When you look at the graphs of most crypto yesterday, then Also the graphs of many stocks from yesterday, do you see parallels? That's not retail selling. It looks like coordinated selling to me. Meanwhile, Apes holding strong, as the number of buy orders continue to outweigh the sells. It's costing the shorts lots of $ to stay in. Whether it hits 21-22 today Or not, Apes will not back down ✊✊","text":"$AMC Entertainment(AMC)$When you look at the graphs of most crypto yesterday, then Also the graphs of many stocks from yesterday, do you see parallels? That's not retail selling. It looks like coordinated selling to me. Meanwhile, Apes holding strong, as the number of buy orders continue to outweigh the sells. It's costing the shorts lots of $ to stay in. Whether it hits 21-22 today Or not, Apes will not back down ✊✊","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630835762","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639240297,"gmtCreate":1643330591499,"gmtModify":1643330591973,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"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/639240297","repostId":"630171297","repostType":1,"repost":{"id":630171297,"gmtCreate":1642756905536,"gmtModify":1642809850156,"author":{"id":"3519157433193136","authorId":"3519157433193136","name":"美港股观察社","avatar":"https://static.tigerbbs.com/cfcc85fddcd77379cda6138d51be4c17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519157433193136","authorIdStr":"3519157433193136"},"themes":[],"title":"“数字中国”掘金之基础设施","htmlText":"投资研读政策,是常规操作。例如结合国家“十四五”规划,从“数字中国”的规划中寻找投资机会。最近这段时间,在A股已经反映出来了,数字政通和神思电子从底部起来已经翻倍。这时候追怕被套,不追担心错失机会,真让人纠结。不过,我们把格局放大亿点。数字政通是做智慧城市管理系统,神思电子做的是身份认证系统。可以说,这两个算非常细分的行业了。在“数字中国”建设的大背景下,受益的行业肯定不仅仅局限于这两个,而是更加大范围。既然范围更加大的话,投资方向就更不容易找了。这时候往往有一个万金油的解决方案,那就是选择基础设施的投资机会。无论是5G还是VR,是人工智能还是云计算,都少不了数据传输,数据传输就少不了光纤铺设。没错,这篇文章就是来说光纤的。简单回顾一下国内光纤市场情况,2015年到2018年受益于4G网络及光纤入户相关政策,运营商大量铺设光纤网络,造成光纤供不应求的局面。当时4G的建设末期和5G建设政策机会是连在一起的,作为用户,你可能觉得用上4G没多久,就开始用5G了(除了苹果用户)。具体来看,4G牌照在2018年4月初发放,2019年6月,工信部正式向电信、移动、联通和广电发放5G商用牌照,标志中国正式进入5G商用元年。4G牌照和5G商用牌照中间间隔只有1年,很多光纤厂商在4G建设中都还没赚够,看到5G政策来了,当然继续加足马力去生产了。但是当时刚建设完4G基础设施的运营商们,气都没缓过来,自然不可能像4G建设初期那样,投入大量资本开支到5G建设中。因此,光纤的供给格局很快就变成供过于求了。因此在后来的运营商集中采购中(简称集采)光纤厂商们也遭遇了灵魂砍价,2019年的集采平均单价下降50%,2020年再砍30%。看到集采,瑟瑟发抖的不仅有药厂,还有光纤厂家。从上面这段历史来看,国内的光纤市场由政策推动叠加行业供需情况,是一个政策型的周期行业。既然是周期行业,首先要看行业现状处于什么情","listText":"投资研读政策,是常规操作。例如结合国家“十四五”规划,从“数字中国”的规划中寻找投资机会。最近这段时间,在A股已经反映出来了,数字政通和神思电子从底部起来已经翻倍。这时候追怕被套,不追担心错失机会,真让人纠结。不过,我们把格局放大亿点。数字政通是做智慧城市管理系统,神思电子做的是身份认证系统。可以说,这两个算非常细分的行业了。在“数字中国”建设的大背景下,受益的行业肯定不仅仅局限于这两个,而是更加大范围。既然范围更加大的话,投资方向就更不容易找了。这时候往往有一个万金油的解决方案,那就是选择基础设施的投资机会。无论是5G还是VR,是人工智能还是云计算,都少不了数据传输,数据传输就少不了光纤铺设。没错,这篇文章就是来说光纤的。简单回顾一下国内光纤市场情况,2015年到2018年受益于4G网络及光纤入户相关政策,运营商大量铺设光纤网络,造成光纤供不应求的局面。当时4G的建设末期和5G建设政策机会是连在一起的,作为用户,你可能觉得用上4G没多久,就开始用5G了(除了苹果用户)。具体来看,4G牌照在2018年4月初发放,2019年6月,工信部正式向电信、移动、联通和广电发放5G商用牌照,标志中国正式进入5G商用元年。4G牌照和5G商用牌照中间间隔只有1年,很多光纤厂商在4G建设中都还没赚够,看到5G政策来了,当然继续加足马力去生产了。但是当时刚建设完4G基础设施的运营商们,气都没缓过来,自然不可能像4G建设初期那样,投入大量资本开支到5G建设中。因此,光纤的供给格局很快就变成供过于求了。因此在后来的运营商集中采购中(简称集采)光纤厂商们也遭遇了灵魂砍价,2019年的集采平均单价下降50%,2020年再砍30%。看到集采,瑟瑟发抖的不仅有药厂,还有光纤厂家。从上面这段历史来看,国内的光纤市场由政策推动叠加行业供需情况,是一个政策型的周期行业。既然是周期行业,首先要看行业现状处于什么情","text":"投资研读政策,是常规操作。例如结合国家“十四五”规划,从“数字中国”的规划中寻找投资机会。最近这段时间,在A股已经反映出来了,数字政通和神思电子从底部起来已经翻倍。这时候追怕被套,不追担心错失机会,真让人纠结。不过,我们把格局放大亿点。数字政通是做智慧城市管理系统,神思电子做的是身份认证系统。可以说,这两个算非常细分的行业了。在“数字中国”建设的大背景下,受益的行业肯定不仅仅局限于这两个,而是更加大范围。既然范围更加大的话,投资方向就更不容易找了。这时候往往有一个万金油的解决方案,那就是选择基础设施的投资机会。无论是5G还是VR,是人工智能还是云计算,都少不了数据传输,数据传输就少不了光纤铺设。没错,这篇文章就是来说光纤的。简单回顾一下国内光纤市场情况,2015年到2018年受益于4G网络及光纤入户相关政策,运营商大量铺设光纤网络,造成光纤供不应求的局面。当时4G的建设末期和5G建设政策机会是连在一起的,作为用户,你可能觉得用上4G没多久,就开始用5G了(除了苹果用户)。具体来看,4G牌照在2018年4月初发放,2019年6月,工信部正式向电信、移动、联通和广电发放5G商用牌照,标志中国正式进入5G商用元年。4G牌照和5G商用牌照中间间隔只有1年,很多光纤厂商在4G建设中都还没赚够,看到5G政策来了,当然继续加足马力去生产了。但是当时刚建设完4G基础设施的运营商们,气都没缓过来,自然不可能像4G建设初期那样,投入大量资本开支到5G建设中。因此,光纤的供给格局很快就变成供过于求了。因此在后来的运营商集中采购中(简称集采)光纤厂商们也遭遇了灵魂砍价,2019年的集采平均单价下降50%,2020年再砍30%。看到集采,瑟瑟发抖的不仅有药厂,还有光纤厂家。从上面这段历史来看,国内的光纤市场由政策推动叠加行业供需情况,是一个政策型的周期行业。既然是周期行业,首先要看行业现状处于什么情","images":[{"img":"https://static.tigerbbs.com/c4744ad3fbaa2f5a7392d02b02f078fc","width":"6000","height":"4000"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630171297","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639240899,"gmtCreate":1643330579526,"gmtModify":1643330580019,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"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/639240899","repostId":"697261108","repostType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\n \n <a target=\"_blank\" href=\"https://laohu8.com/S/000860\">$顺鑫农业(000860)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600598\">$北大荒(600598)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/000998\">$隆平高科(000998)$</a> 汤加火山喷发影响本地农业,气温下降影响农产品产量粮食可贵不要浪费,节约粮食未雨绸缪!<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a><a target=\"_blank\" href=\"https://laohu8.com/U/20703384576125\">@Seven8</a>\n \n","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/000860\">$顺鑫农业(000860)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600598\">$北大荒(600598)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/000998\">$隆平高科(000998)$</a> 汤加火山喷发影响本地农业,气温下降影响农产品产量粮食可贵不要浪费,节约粮食未雨绸缪!<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a><a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a><a target=\"_blank\" href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a><a target=\"_blank\" href=\"https://laohu8.com/U/20703384576125\">@Seven8</a>","text":"$顺鑫农业(000860)$ $北大荒(600598)$ $隆平高科(000998)$ 汤加火山喷发影响本地农业,气温下降影响农产品产量粮食可贵不要浪费,节约粮食未雨绸缪!@小虎AV@爱发红包的虎妞@话题虎@Seven8","images":[{"img":"https://static.tigerbbs.com/b34dc16192df1364418685d3471a9541","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697261108","isVote":1,"tweetType":2,"object":{"id":"c62b2fddc07344d492d713fb8f9e2894","tweetId":"697261108","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/b0122539387702294755551158/LBVZQkauX2cA.mp4","poster":"https://static.tigerbbs.com/b34dc16192df1364418685d3471a9541"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639670131,"gmtCreate":1643290694422,"gmtModify":1643290694818,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"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":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639670131","repostId":"1156795560","repostType":4,"isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639977520,"gmtCreate":1643154388655,"gmtModify":1643154389137,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639977520","repostId":"630048732","repostType":1,"repost":{"id":630048732,"gmtCreate":1642646641819,"gmtModify":1642680805291,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【1月20日】纳指跌入回调区间!新能源汽车股集体下挫,今天买点啥","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月20日,香港恒生指数开盘上涨135.3点,涨幅0.56%,报24263.15点;国企指数开盘上涨63.69点,涨幅0.75%,报8505.38点;红筹指数开盘上涨25.04点,涨幅0.6%,报4178.41点。 恒生科技指数开涨0.88%,科技股多数上扬,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨超3%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超2%; 新能源汽车股走低,<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超3%,<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌超2%; 地产股多数上涨,<a target=\"_blank\" href=\"https://laohu8.com/S/03383\">$雅居乐集团(03383)$</a> 涨7.5%,碧桂园服务、融创中国涨近7%; <a target=\"_blank\" href=\"https://laohu8.com/S/03883\">$中国奥园(03883)$</a> 跌5.7%,此前官宣“违约”,将不支付2022年1月到期票据剩余本息; <a target=\"_blank\" href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 跌5%,预计2021年净利润同比减少约12","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月20日,香港恒生指数开盘上涨135.3点,涨幅0.56%,报24263.15点;国企指数开盘上涨63.69点,涨幅0.75%,报8505.38点;红筹指数开盘上涨25.04点,涨幅0.6%,报4178.41点。 恒生科技指数开涨0.88%,科技股多数上扬,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨超3%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超2%; 新能源汽车股走低,<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超3%,<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌超2%; 地产股多数上涨,<a target=\"_blank\" href=\"https://laohu8.com/S/03383\">$雅居乐集团(03383)$</a> 涨7.5%,碧桂园服务、融创中国涨近7%; <a target=\"_blank\" href=\"https://laohu8.com/S/03883\">$中国奥园(03883)$</a> 跌5.7%,此前官宣“违约”,将不支付2022年1月到期票据剩余本息; <a target=\"_blank\" href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 跌5%,预计2021年净利润同比减少约12","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月20日,香港恒生指数开盘上涨135.3点,涨幅0.56%,报24263.15点;国企指数开盘上涨63.69点,涨幅0.75%,报8505.38点;红筹指数开盘上涨25.04点,涨幅0.6%,报4178.41点。 恒生科技指数开涨0.88%,科技股多数上扬,$网易-S(09999)$ 涨超3%,$百度集团-SW(09888)$ 涨超2%; 新能源汽车股走低,$小鹏汽车-W(09868)$ 跌超3%,$理想汽车-W(02015)$ 跌超2%; 地产股多数上涨,$雅居乐集团(03383)$ 涨7.5%,碧桂园服务、融创中国涨近7%; $中国奥园(03883)$ 跌5.7%,此前官宣“违约”,将不支付2022年1月到期票据剩余本息; $瑞声科技(02018)$ 跌5%,预计2021年净利润同比减少约12","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630048732","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639977273,"gmtCreate":1643154381202,"gmtModify":1643154381629,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"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/639977273","repostId":"697175245","repostType":1,"repost":{"id":697175245,"gmtCreate":1642387332128,"gmtModify":1642400481117,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【1月17日】看本周关键事件,聊聊交易计划","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月17日,恒生指数开盘上涨6.97点,涨幅0.03%,报24390.29点;国企指数开盘下跌22.02点,跌幅0.26%,报8532.77点;红筹指数开盘上涨2.82点,涨幅0.07%,报4098.05点; 恒生科技指数开跌0.29%,大型科技股多数下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅高开,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 走低; 港股博彩股集体上扬,<a target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%,<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%,<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%,<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月17日,恒生指数开盘上涨6.97点,涨幅0.03%,报24390.29点;国企指数开盘下跌22.02点,跌幅0.26%,报8532.77点;红筹指数开盘上涨2.82点,涨幅0.07%,报4098.05点; 恒生科技指数开跌0.29%,大型科技股多数下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅高开,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 走低; 港股博彩股集体上扬,<a target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%,<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%,<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%,<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月17日,恒生指数开盘上涨6.97点,涨幅0.03%,报24390.29点;国企指数开盘下跌22.02点,跌幅0.26%,报8532.77点;红筹指数开盘上涨2.82点,涨幅0.07%,报4098.05点; 恒生科技指数开跌0.29%,大型科技股多数下跌,$网易-S(09999)$ 小幅高开,$京东集团-SW(09618)$ 、$美团-W(03690)$ 、$小米集团-W(01810)$ 走低; 港股博彩股集体上扬,$金沙中国有限公司(01928)$ 涨近15%,$永利澳门(01128)$ 涨14.5%,$银河娱乐(00027)$ 涨10.58%,$美高梅中国(02282)$ 涨9","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697175245","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639977161,"gmtCreate":1643154372245,"gmtModify":1643154372743,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"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/639977161","repostId":"697815514","repostType":1,"repost":{"id":697815514,"gmtCreate":1642400304357,"gmtModify":1642423724583,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"美股掘金 | 议员股神佩洛西的财富密码","htmlText":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","listText":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","text":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","images":[{"img":"https://static.tigerbbs.com/e80e51e3ba1c44d347259ffdcf9a90c6","width":"589","height":"297"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697815514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639977306,"gmtCreate":1643154365181,"gmtModify":1643154365754,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"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/639977306","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667591235607","authorIdStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了!最适合ATVI的期权操作!","htmlText":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下,宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16425609441647"}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下,宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16425609441647"}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下,宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的电话会中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 微软687亿美元并购动视暴雪会议纪要完整版","images":[{"img":"https://static.tigerbbs.com/cd4d2f45c217529a7e6c7582585fd3ee","width":"890","height":"894"},{"img":"https://static.tigerbbs.com/96914bbe34bd1729e28e4b2efe18e428","width":"902","height":"922"},{"img":"https://static.tigerbbs.com/4bdd90625e539365f110b177070842bf","width":"1272","height":"372"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697422155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639006967,"gmtCreate":1643072891936,"gmtModify":1643072892355,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639006967","repostId":"630131988","repostType":1,"repost":{"id":630131988,"gmtCreate":1642733614926,"gmtModify":1710248570703,"author":{"id":"3547463041947622","authorId":"3547463041947622","name":"食贝者","avatar":"https://static.tigerbbs.com/683437f799325ae463789cdb8c3ad038","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547463041947622","authorIdStr":"3547463041947622"},"themes":[],"title":"sell put 保证金的计算,重要!","htmlText":"最近比较火热的一个话题是裸卖put, 裸卖put确实是一种好的策略,也是巴菲特早年比较推崇的策略之一。顺便说一句,巴菲特现在不做股票期权了,因为他的资金量太大,股票期权无法容纳。如果风险控制得当,sell put这一策略可以获得稳定收益。裸卖put实行的是保证金制度,也就是说,你必须有一定量的现金或股票作为保证金才能开仓,且开仓后需维持一定量的保证金。看到有几个虎友分享了他们卖put的历险经历,跌宕起伏,扣人心弦。由于正股大跌,导致保证金急剧上升,为避免被强制平仓,最后不得不自行割肉某些寸头,或者紧急从别处腾挪资金救急。归根结底,是大家对保证金的计算不了解,不重视。很多人开仓完成后就不太关注保证金的变化,尤其是在涨势中。好像没有太大风险。但是,一旦进入跌势,如果你对保证金的计算不了解,将面临被强制平仓的风险。我们开仓之前,必须对最坏的情况做个估计。比如,我开了这么多的仓位,初始保证金是多少,行权日到达之前,股票价格下跌到行权价附近,此时维持保证金变为多少,当股价大幅低于行权价时,维持保证金又会变为多少。关于保证金的计算,各家券商都有自己的算法,但这些算法的基本构架是相似的。各家在基本构架外再考虑一些别的因子。下面就以盈透证券的算法为例来给大家讲讲sell put的保证金算法。Sell put的保证金分为两部分:1,期权金。所获期权金必须拿出来做为保证金的一部分。这部分在整个期权存续期间不会变化。2,由于sell put最坏的结果是要接股票,所以你必须准备一部分资金(现金或股票),但不必准备100%接股票的钱。这部分钱是这样算的:或者20%股票现价减掉虚值额,或者是10%行权价,二者取大者。这样的描述有点烧脑,还是举个栗子吧。比如你卖了目前股价为50元,行权价为40元的put。20%*50=10,虚值额为50-40=10,二者相减等于0,这种情况就选10%行权价作为保证金的一","listText":"最近比较火热的一个话题是裸卖put, 裸卖put确实是一种好的策略,也是巴菲特早年比较推崇的策略之一。顺便说一句,巴菲特现在不做股票期权了,因为他的资金量太大,股票期权无法容纳。如果风险控制得当,sell put这一策略可以获得稳定收益。裸卖put实行的是保证金制度,也就是说,你必须有一定量的现金或股票作为保证金才能开仓,且开仓后需维持一定量的保证金。看到有几个虎友分享了他们卖put的历险经历,跌宕起伏,扣人心弦。由于正股大跌,导致保证金急剧上升,为避免被强制平仓,最后不得不自行割肉某些寸头,或者紧急从别处腾挪资金救急。归根结底,是大家对保证金的计算不了解,不重视。很多人开仓完成后就不太关注保证金的变化,尤其是在涨势中。好像没有太大风险。但是,一旦进入跌势,如果你对保证金的计算不了解,将面临被强制平仓的风险。我们开仓之前,必须对最坏的情况做个估计。比如,我开了这么多的仓位,初始保证金是多少,行权日到达之前,股票价格下跌到行权价附近,此时维持保证金变为多少,当股价大幅低于行权价时,维持保证金又会变为多少。关于保证金的计算,各家券商都有自己的算法,但这些算法的基本构架是相似的。各家在基本构架外再考虑一些别的因子。下面就以盈透证券的算法为例来给大家讲讲sell put的保证金算法。Sell put的保证金分为两部分:1,期权金。所获期权金必须拿出来做为保证金的一部分。这部分在整个期权存续期间不会变化。2,由于sell put最坏的结果是要接股票,所以你必须准备一部分资金(现金或股票),但不必准备100%接股票的钱。这部分钱是这样算的:或者20%股票现价减掉虚值额,或者是10%行权价,二者取大者。这样的描述有点烧脑,还是举个栗子吧。比如你卖了目前股价为50元,行权价为40元的put。20%*50=10,虚值额为50-40=10,二者相减等于0,这种情况就选10%行权价作为保证金的一","text":"最近比较火热的一个话题是裸卖put, 裸卖put确实是一种好的策略,也是巴菲特早年比较推崇的策略之一。顺便说一句,巴菲特现在不做股票期权了,因为他的资金量太大,股票期权无法容纳。如果风险控制得当,sell put这一策略可以获得稳定收益。裸卖put实行的是保证金制度,也就是说,你必须有一定量的现金或股票作为保证金才能开仓,且开仓后需维持一定量的保证金。看到有几个虎友分享了他们卖put的历险经历,跌宕起伏,扣人心弦。由于正股大跌,导致保证金急剧上升,为避免被强制平仓,最后不得不自行割肉某些寸头,或者紧急从别处腾挪资金救急。归根结底,是大家对保证金的计算不了解,不重视。很多人开仓完成后就不太关注保证金的变化,尤其是在涨势中。好像没有太大风险。但是,一旦进入跌势,如果你对保证金的计算不了解,将面临被强制平仓的风险。我们开仓之前,必须对最坏的情况做个估计。比如,我开了这么多的仓位,初始保证金是多少,行权日到达之前,股票价格下跌到行权价附近,此时维持保证金变为多少,当股价大幅低于行权价时,维持保证金又会变为多少。关于保证金的计算,各家券商都有自己的算法,但这些算法的基本构架是相似的。各家在基本构架外再考虑一些别的因子。下面就以盈透证券的算法为例来给大家讲讲sell put的保证金算法。Sell put的保证金分为两部分:1,期权金。所获期权金必须拿出来做为保证金的一部分。这部分在整个期权存续期间不会变化。2,由于sell put最坏的结果是要接股票,所以你必须准备一部分资金(现金或股票),但不必准备100%接股票的钱。这部分钱是这样算的:或者20%股票现价减掉虚值额,或者是10%行权价,二者取大者。这样的描述有点烧脑,还是举个栗子吧。比如你卖了目前股价为50元,行权价为40元的put。20%*50=10,虚值额为50-40=10,二者相减等于0,这种情况就选10%行权价作为保证金的一","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630131988","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639006029,"gmtCreate":1643072883282,"gmtModify":1643072883698,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639006029","repostId":"630976407","repostType":1,"repost":{"id":630976407,"gmtCreate":1642683848696,"gmtModify":1642731960724,"author":{"id":"3545283030659470","authorId":"3545283030659470","name":"亿航智能","avatar":"https://static.tigerbbs.com/ef016490dead4163e0a7206e661ce008","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545283030659470","authorIdStr":"3545283030659470"},"themes":[],"title":"亿航智能获得日本50架EH216预售订单","htmlText":"中国广州,2022年1月20日——全球领先的智能自动驾驶飞行器科技企业<a target=\"_blank\" href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 控股有限公司(Nasdaq: EH)(下文简称“亿航智能”或“公司”)今天宣布日本领先的空中交通数字平台公司AirX株式会社(下文简称“AirX”)订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图:亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器,计划应用于日本的城市空中交通项目,并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商,AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线,以及私人直升机包机服务。每年,AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次,私人直升机包机航班超过200架次。自成立以来,AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示:“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势,能够为客户提供高性价比的空中游览服务,这也是AirX在全球eVTOL(电动垂直起降)飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216,为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示:“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到,越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能(Nasdaq: EH)是一家全球领先的智能自","listText":"中国广州,2022年1月20日——全球领先的智能自动驾驶飞行器科技企业<a target=\"_blank\" href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 控股有限公司(Nasdaq: EH)(下文简称“亿航智能”或“公司”)今天宣布日本领先的空中交通数字平台公司AirX株式会社(下文简称“AirX”)订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图:亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器,计划应用于日本的城市空中交通项目,并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商,AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线,以及私人直升机包机服务。每年,AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次,私人直升机包机航班超过200架次。自成立以来,AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示:“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势,能够为客户提供高性价比的空中游览服务,这也是AirX在全球eVTOL(电动垂直起降)飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216,为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示:“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到,越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能(Nasdaq: EH)是一家全球领先的智能自","text":"中国广州,2022年1月20日——全球领先的智能自动驾驶飞行器科技企业$亿航智能(EH)$ 控股有限公司(Nasdaq: EH)(下文简称“亿航智能”或“公司”)今天宣布日本领先的空中交通数字平台公司AirX株式会社(下文简称“AirX”)订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图:亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器,计划应用于日本的城市空中交通项目,并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商,AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线,以及私人直升机包机服务。每年,AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次,私人直升机包机航班超过200架次。自成立以来,AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示:“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势,能够为客户提供高性价比的空中游览服务,这也是AirX在全球eVTOL(电动垂直起降)飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216,为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示:“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到,越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能(Nasdaq: EH)是一家全球领先的智能自","images":[{"img":"https://static.tigerbbs.com/c5086aa281e4b1206a4e7fb683f41213","width":"632","height":"375"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630976407","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639008710,"gmtCreate":1643072875868,"gmtModify":1643072876422,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"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/639008710","repostId":"630976407","repostType":1,"repost":{"id":630976407,"gmtCreate":1642683848696,"gmtModify":1642731960724,"author":{"id":"3545283030659470","authorId":"3545283030659470","name":"亿航智能","avatar":"https://static.tigerbbs.com/ef016490dead4163e0a7206e661ce008","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545283030659470","authorIdStr":"3545283030659470"},"themes":[],"title":"亿航智能获得日本50架EH216预售订单","htmlText":"中国广州,2022年1月20日——全球领先的智能自动驾驶飞行器科技企业<a target=\"_blank\" href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 控股有限公司(Nasdaq: EH)(下文简称“亿航智能”或“公司”)今天宣布日本领先的空中交通数字平台公司AirX株式会社(下文简称“AirX”)订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图:亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器,计划应用于日本的城市空中交通项目,并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商,AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线,以及私人直升机包机服务。每年,AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次,私人直升机包机航班超过200架次。自成立以来,AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示:“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势,能够为客户提供高性价比的空中游览服务,这也是AirX在全球eVTOL(电动垂直起降)飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216,为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示:“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到,越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能(Nasdaq: EH)是一家全球领先的智能自","listText":"中国广州,2022年1月20日——全球领先的智能自动驾驶飞行器科技企业<a target=\"_blank\" href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 控股有限公司(Nasdaq: EH)(下文简称“亿航智能”或“公司”)今天宣布日本领先的空中交通数字平台公司AirX株式会社(下文简称“AirX”)订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图:亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器,计划应用于日本的城市空中交通项目,并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商,AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线,以及私人直升机包机服务。每年,AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次,私人直升机包机航班超过200架次。自成立以来,AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示:“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势,能够为客户提供高性价比的空中游览服务,这也是AirX在全球eVTOL(电动垂直起降)飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216,为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示:“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到,越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能(Nasdaq: EH)是一家全球领先的智能自","text":"中国广州,2022年1月20日——全球领先的智能自动驾驶飞行器科技企业$亿航智能(EH)$ 控股有限公司(Nasdaq: EH)(下文简称“亿航智能”或“公司”)今天宣布日本领先的空中交通数字平台公司AirX株式会社(下文简称“AirX”)订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图:亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器,计划应用于日本的城市空中交通项目,并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商,AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线,以及私人直升机包机服务。每年,AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次,私人直升机包机航班超过200架次。自成立以来,AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示:“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势,能够为客户提供高性价比的空中游览服务,这也是AirX在全球eVTOL(电动垂直起降)飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216,为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示:“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到,越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能(Nasdaq: EH)是一家全球领先的智能自","images":[{"img":"https://static.tigerbbs.com/c5086aa281e4b1206a4e7fb683f41213","width":"632","height":"375"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630976407","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639008415,"gmtCreate":1643072865621,"gmtModify":1643072866043,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"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/639008415","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667591235607","authorIdStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了!最适合ATVI的期权操作!","htmlText":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 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这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16425609441647"}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下,宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的电话会中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 微软687亿美元并购动视暴雪会议纪要完整版","images":[{"img":"https://static.tigerbbs.com/cd4d2f45c217529a7e6c7582585fd3ee","width":"890","height":"894"},{"img":"https://static.tigerbbs.com/96914bbe34bd1729e28e4b2efe18e428","width":"902","height":"922"},{"img":"https://static.tigerbbs.com/4bdd90625e539365f110b177070842bf","width":"1272","height":"372"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697422155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630521896,"gmtCreate":1642992820266,"gmtModify":1642992820768,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"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/630521896","repostId":"697229686","repostType":1,"repost":{"id":697229686,"gmtCreate":1642495047049,"gmtModify":1642549079105,"author":{"id":"3570591612715802","authorId":"3570591612715802","name":"不醉自醉的Z","avatar":"https://static.tigerbbs.com/091d497ffaf4a710da924bcb078960b1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570591612715802","authorIdStr":"3570591612715802"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨超3%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超2%; 新能源汽车股走低,<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超3%,<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌超2%; 地产股多数上涨,<a target=\"_blank\" href=\"https://laohu8.com/S/03383\">$雅居乐集团(03383)$</a> 涨7.5%,碧桂园服务、融创中国涨近7%; <a target=\"_blank\" href=\"https://laohu8.com/S/03883\">$中国奥园(03883)$</a> 跌5.7%,此前官宣“违约”,将不支付2022年1月到期票据剩余本息; <a target=\"_blank\" href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 跌5%,预计2021年净利润同比减少约12","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月20日,香港恒生指数开盘上涨135.3点,涨幅0.56%,报24263.15点;国企指数开盘上涨63.69点,涨幅0.75%,报8505.38点;红筹指数开盘上涨25.04点,涨幅0.6%,报4178.41点。 恒生科技指数开涨0.88%,科技股多数上扬,$网易-S(09999)$ 涨超3%,$百度集团-SW(09888)$ 涨超2%; 新能源汽车股走低,$小鹏汽车-W(09868)$ 跌超3%,$理想汽车-W(02015)$ 跌超2%; 地产股多数上涨,$雅居乐集团(03383)$ 涨7.5%,碧桂园服务、融创中国涨近7%; $中国奥园(03883)$ 跌5.7%,此前官宣“违约”,将不支付2022年1月到期票据剩余本息; $瑞声科技(02018)$ 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爱回收","avatar":"https://static.tigerbbs.com/20957023ac778a6f32cfd7e84c09b98e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586918831411487","authorIdStr":"3586918831411487"},"themes":[],"title":"法媒:中国正兴起二手消费浪潮,市场规模估值达到1580亿欧元","htmlText":"法国新闻广播电台 1 月 8 日报道,原题:消费领域,中国正乘着“二手东风”破浪前进“卖掉而不是扔掉。”除了衣橱里的包、鞋子和衣服,家具、电子产品和自行车也可以转卖。越来越多的中国人开始转卖或回购二手商品,而且通常是通过手机应用,一键搞定。上海的白领陈小姐将一部旧手机送到了“爱回收”的二手电子产品回收店。回收店工作人员称,人们在家里堆积了不用的电脑、手机等,扔掉不但浪费更会污染环境,他们的业务就是回收、修理和转卖。陈小姐表示,中国人对环境保护的意识越来越强烈,二手市场的概念因此随之深入人心。“我的旧手机可卖出 3600 元,是个不错的价格”,陈小姐满意地笑了。类似的二手商品回收店在上海已经遍地开花,它们让原本在垃圾桶里“被判死刑”的二手商品获得了重生。中国消费者每年丢弃的电子产品和衣物分别高达 1500 万吨、2600 万吨。新的消费习惯正在形成,上海一家专门销售二手服装的“循环商店”内挤满了顾客,价格通常比新衣服便宜 30%。二手商品对环境和钱包都很友好,南京某二手商店在全国拥有 50 多家连锁店。该品牌主打二手奢侈品,如各类名包。顾客可以在实体店或者通过网上直播选购。直播卖货的高小姐正在展示一款法国某品牌皮包:“大家看,打开包包,里面没有任何划痕或者弄脏的地方,就跟新的一样”。这个直播平台有 100 多万注册用户,高小姐拿着一个包称,原价是 16500 元,现在只需要 6500 元。她表示,法国的二手奢侈品尤其受到顾客青睐,直播 6 小时可以卖出 40 个包。目前,中国的二手商品市场规模估值达到 1580 亿欧元。▲(环球时报 赵风英译)","listText":"法国新闻广播电台 1 月 8 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target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 将于11月23号下周二公布三季度财报。 自上市以来,快手并没有表现出互联网龙头该有的增长轨迹,给人感觉依靠烧钱带来的增长动能正在边际衰减,市值也从最高点蒸发了一万亿。本次财报既是对公司经营成果的重新审视,也是提振市场信心的需要。 彭博一致共识,预计快手三季度实现营业收入200.98亿元,同比增长31%;净亏损64.66亿元,去年同期为亏损70.35亿元。 用户方面,由于三季度正值暑期,且快手是国内仅有的三家用有东京奥运会转播权的平台,对用户活跃度和在线时长都有极大地促进,预计Q3国内日均DAU升破3.2 亿,同比增长约为17.7%,MAU有望达到5.35亿左右;预计国内用户日均使用时长环比增长4%至111分钟,同比增长26%。 海外用户方面,主要关注南美和东南亚的获客情况。 分部门来看: 1)广告。作为快手最大收入部分(>50%),预计21Q3快手线上营销服务营收107.51亿元,同比增长74%,较上季度的156.2%有较大幅度的滑落。因监管加强和数字广告市场整体低迷,CPM将承压,尤其是房地产、游戏领域的广告投放明显减少。 宏观经济的疲软也会抑制广告收入增长。QuestMobile 《2021中国移动互联网秋季大报告报告》显示,Q3中国互联网广告市场增速明显放缓,环比甚至出现下降,从Q2的1596.1亿元下降到Q3的1582.0亿元。同比增速也由二季度的19.6%下降到三季度的9.5%。 未来,鉴于短视频的巨大流量以及高粘性用户,预计快手广告收入保持高两位数增长。快手依托一站式品牌营销产品“磁力方舟”,吸引更多品牌广告商入住,帮助广告主精准投放,预计21Q3较上半年品牌入驻数增长150%。 2)直播。直播在快手体系的分量在一点点被减","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 将于11月23号下周二公布三季度财报。 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2)直播。直播在快手体系的分量在一点点被减","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876217223","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852375179,"gmtCreate":1635248436017,"gmtModify":1635248610790,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564283828510919","authorIdStr":"3564283828510919"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] 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target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ©️资本侦探原创作者 | 鸿键经历了各种起落后,阿里巴巴最新的财报把外界的关注再次拉回到了公司业绩。5月13日,阿里巴巴发布2021财年第四财季(即2021年Q1)及全年财报。相比以往,本次阿里巴巴财报最受关注的是:集团将此前的182亿罚款记入第四财季的费用当中,这直接导致了阿里巴巴上市以来首次季度亏损。根据财报,阿里巴巴第四财季经营亏损为76.63亿元(若无说明,单位均为人民币),但如果剔除一次性影响,阿里巴巴的经营利润为105.65亿元,同比增长48%。很明显,阿里巴巴仍然行驶在增长的轨道上。当前, 国内和海外市场的大环境都发生了明显变化,但即使只聚焦于公司本身,阿里巴巴的这份财报依然特殊,各项业务瑕瑜互见,充分展现出了处于新旧交替之际的超级巨头的复杂性。营收月活持续涨,下沉市场贡献大财报显示,阿里巴巴第四财季营收1874亿元,同比增长64%,高于市场预估的1804亿元。若不考虑合并高鑫零售的影响(去年10月,阿里巴巴收购高鑫零售控股股权,并将高鑫零售业绩合并入集团财报),阿里巴巴营收的同比增速为40%。活跃用户数方面,截至2021年3月31日的12个月期间,阿里巴巴中国零售市场的年度活跃消费者数量为8.11亿。2021年3月,阿里巴巴中国零售市场移动月活跃用户数达9.25亿,环比增加2300万。下沉市场是阿里巴巴用户增量的主要来源。根据财报,截至2021年3月31日,淘宝特价版的年度活跃消费者超过1.5亿。整个2021财年,阿里巴巴大约有70%的新增年度活跃消费者来自欠发达地区。曾经被天猫“抛弃”的“高性价比”商品,如今再次成为了阿里巴巴的增长驱动力,而拼多多则在“进军五环内”的路上一往无前。风水轮流转,双方都在复制对手曾","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ©️资本侦探原创作者 | 鸿键经历了各种起落后,阿里巴巴最新的财报把外界的关注再次拉回到了公司业绩。5月13日,阿里巴巴发布2021财年第四财季(即2021年Q1)及全年财报。相比以往,本次阿里巴巴财报最受关注的是:集团将此前的182亿罚款记入第四财季的费用当中,这直接导致了阿里巴巴上市以来首次季度亏损。根据财报,阿里巴巴第四财季经营亏损为76.63亿元(若无说明,单位均为人民币),但如果剔除一次性影响,阿里巴巴的经营利润为105.65亿元,同比增长48%。很明显,阿里巴巴仍然行驶在增长的轨道上。当前, 国内和海外市场的大环境都发生了明显变化,但即使只聚焦于公司本身,阿里巴巴的这份财报依然特殊,各项业务瑕瑜互见,充分展现出了处于新旧交替之际的超级巨头的复杂性。营收月活持续涨,下沉市场贡献大财报显示,阿里巴巴第四财季营收1874亿元,同比增长64%,高于市场预估的1804亿元。若不考虑合并高鑫零售的影响(去年10月,阿里巴巴收购高鑫零售控股股权,并将高鑫零售业绩合并入集团财报),阿里巴巴营收的同比增速为40%。活跃用户数方面,截至2021年3月31日的12个月期间,阿里巴巴中国零售市场的年度活跃消费者数量为8.11亿。2021年3月,阿里巴巴中国零售市场移动月活跃用户数达9.25亿,环比增加2300万。下沉市场是阿里巴巴用户增量的主要来源。根据财报,截至2021年3月31日,淘宝特价版的年度活跃消费者超过1.5亿。整个2021财年,阿里巴巴大约有70%的新增年度活跃消费者来自欠发达地区。曾经被天猫“抛弃”的“高性价比”商品,如今再次成为了阿里巴巴的增长驱动力,而拼多多则在“进军五环内”的路上一往无前。风水轮流转,双方都在复制对手曾","text":"$阿里巴巴(BABA)$ ©️资本侦探原创作者 | 鸿键经历了各种起落后,阿里巴巴最新的财报把外界的关注再次拉回到了公司业绩。5月13日,阿里巴巴发布2021财年第四财季(即2021年Q1)及全年财报。相比以往,本次阿里巴巴财报最受关注的是:集团将此前的182亿罚款记入第四财季的费用当中,这直接导致了阿里巴巴上市以来首次季度亏损。根据财报,阿里巴巴第四财季经营亏损为76.63亿元(若无说明,单位均为人民币),但如果剔除一次性影响,阿里巴巴的经营利润为105.65亿元,同比增长48%。很明显,阿里巴巴仍然行驶在增长的轨道上。当前, 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