锐信资本的个人主页 - 老虎社区

锐信资本

锐信资本

职业投资人，清华大学计算机硕士，美国伯克利HAAS商学院MBA，长江商学院 EMBA，CFA；如有问题咨询请私信。

IP属地：四川

4关注

805粉丝

2主题

0勋章

04-20

美股接下去的流动性问题

美股接下去的流动性问题

04-19

不能看空2季度美股的最重要的原因

不能看空2季度美股的最重要的原因

04-19

滞涨下的黄金表现

滞涨下的黄金表现

04-17

我为什么准确的判断到了这次美股的反弹行情

我为什么准确的判断到了这次美股的反弹行情

04-15

美股这次会暴跌吗？

美股这次会暴跌吗？

04-15

美股这次会暴跌吗？

美股这次会暴跌吗？

04-14

美股这次会暴跌吗？

美股这次会暴跌吗？

04-13

近期可能的逼空行情

近期可能的逼空行情

04-12

伊朗战争对美元体系的伤害

伊朗战争对美元体系的伤害

04-11

3月美国的CPI数据

3月美国的CPI数据

04-10

2月美国PCE数据和我对美国通胀的看法

2月美国PCE数据和我对美国通胀的看法

04-09

黄金反转机会初现

黄金反转机会初现

04-07

油价会涨多高

油价会涨多高

04-06

至少有一点值得我们看多

至少有一点值得我们看多

04-03

美国3月官方非农就业数据会让美联储加息吗？

美国3月官方非农就业数据会让美联储加息吗？

04-02

黄金避险属性为什么没有在这次伊朗战争的显现

黄金避险属性为什么没有在这次伊朗战争的显现

04-01

反弹还是反转

反弹还是反转

03-30

伊朗战争对中国的影响相对较小

伊朗战争对中国的影响相对较小

03-29

干预日元新玩法

干预日元新玩法

03-27

快要救市了？

快要救市了？

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3565306160488916","uuid":"3565306160488916","gmtCreate":1602212137617,"gmtModify":1691146950199,"name":"锐信资本","pinyin":"rxzbruixinziben","introduction":"","introductionEn":"","signature":"职业投资人，清华大学计算机硕士，美国伯克利HAAS商学院MBA，长江商学院 EMBA，CFA；如有问题咨询请私信。","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":805,"headSize":4,"tweetSize":1782,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":4,"name":"文化虎","nameTw":"文化虎","represent":"学有所成","factor":"发布30条非转发主帖,其中3条优质帖","iconColor":"8867FB","bgColor":"BDC5FF"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"a97bce155cb14045be40c3fe246e8d20-1","templateUuid":"a97bce155cb14045be40c3fe246e8d20","name":"新晋创作者","description":"首次获得精华帖的创作者","bigImgUrl":"https://static.tigerbbs.com/4ce9180a952c61a51c39f70d533b81a7","smallImgUrl":"https://static.tigerbbs.com/f98cf16cf4b858114f7ab9a779f9e6f1","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2005,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"四川","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":555642575603504,"gmtCreate":1776688163827,"gmtModify":1776690180929,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"美股接下去的流动性问题","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555642575603504","isVote":1,"tweetType":2,"object":{"id":"a8eb3869df66448a98a2747726b6d83a","tweetId":"555642575603504","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/ddc0edf05145403723994471896/insOhRK82lsA.mp4","poster":"https://static.tigerbbs.com/0be4ca6698238304213c02d7523700c4"},"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555283301241840,"gmtCreate":1776601851683,"gmtModify":1776602673961,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"不能看空2季度美股的最重要的原因","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555283301241840","isVote":1,"tweetType":2,"object":{"id":"bd26581524df474984e3d28e128f01d4","tweetId":"555283301241840","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/c61014bd5145403723892086050/cgx57kNL3bMA.mp4","poster":"https://static.tigerbbs.com/e3058d55c2ab51c81bd6be541663a201"},"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554991375503488,"gmtCreate":1776530604643,"gmtModify":1776555340216,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"滞涨下的黄金表现","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554991375503488","isVote":1,"tweetType":2,"object":{"id":"e2fced624c484ff3a630743947f43880","tweetId":"554991375503488","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/ce2680cb5145403723810206003/YPEHd9B9yIQA.mp4","poster":"https://static.tigerbbs.com/1cd66b0ed944013f8907d10424252562"},"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554603706119808,"gmtCreate":1776435890801,"gmtModify":1776436306290,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"我为什么准确的判断到了这次美股的反弹行情","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554603706119808","isVote":1,"tweetType":2,"object":{"id":"5fb33cccb3204f759611b961801d3780","tweetId":"554603706119808","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/ac5492785145403723521316474/wq1abKq1eXYA.mp4","poster":"https://static.tigerbbs.com/db62feaa566cf58c20fcbc019e3d7fdf"},"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553849810249776,"gmtCreate":1776251878092,"gmtModify":1776256211168,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"美股这次会暴跌吗？","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553849810249776","isVote":1,"tweetType":2,"object":{"id":"d60f6690ebce4322904455c146812094","tweetId":"553849810249776","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/63ca90415145403723316835961/mTtWKsoJlqcA.mp4","poster":"https://static.tigerbbs.com/3f70e078a8f88606270dba3b0dc8b231"},"viewCount":11629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553849305855568,"gmtCreate":1776251693433,"gmtModify":1776256208435,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"美股这次会暴跌吗？","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553849305855568","isVote":1,"tweetType":2,"object":{"id":"1fde75a45c4a432087eada76926093d4","tweetId":"553849305855568","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/ca0b259e5145403723314863176/IRBKL0x2GZkA.mp4","poster":"https://static.tigerbbs.com/3f70e078a8f88606270dba3b0dc8b231"},"viewCount":11621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553548579406968,"gmtCreate":1776178266587,"gmtModify":1776179278851,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"美股这次会暴跌吗？","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553548579406968","isVote":1,"tweetType":2,"object":{"id":"fc3c39f9e74c479e99dd44f05b4b52d5","tweetId":"553548579406968","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/d79f49735145403723233443045/xvCTlDkAQtcA.mp4","poster":"https://static.tigerbbs.com/eb229646a00e7060f5b9ecd88d5279ba"},"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553167571120320,"gmtCreate":1776085318337,"gmtModify":1776085810850,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"近期可能的逼空行情","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553167571120320","isVote":1,"tweetType":2,"object":{"id":"6d7c339a43944edf893b785b497f076b","tweetId":"553167571120320","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/f3386db75145403723111577514/qnvQcNhzbDQA.mp4","poster":"https://static.tigerbbs.com/428ef03471be62edd937dc93869f44fa"},"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552809147040560,"gmtCreate":1775997738412,"gmtModify":1776003351317,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"伊朗战争对美元体系的伤害","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552809147040560","isVote":1,"tweetType":2,"object":{"id":"8b378ef8a6c542319d0e3e1c76f9a4a2","tweetId":"552809147040560","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/5712c3735145403723007183009/ervU5cBDhkwA.mp4","poster":"https://static.tigerbbs.com/89fad1ebaf4c942685aec0a868889bcb"},"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552482026415752,"gmtCreate":1775917904927,"gmtModify":1775918453451,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"3月美国的CPI数据","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552482026415752","isVote":1,"tweetType":2,"object":{"id":"af56d495149d45488ece6c12476b2d15","tweetId":"552482026415752","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/b7771caa5145403723022503061/TSQmdjKNYmYA.mp4","poster":"https://static.tigerbbs.com/b64963a857cbbdbabc4261a1b56905f5"},"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552079193350808,"gmtCreate":1775819526482,"gmtModify":1775826024556,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"2月美国PCE数据和我对美国通胀的看法","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552079193350808","isVote":1,"tweetType":2,"object":{"id":"036b686df09948ff8bf8b5e0f0819062","tweetId":"552079193350808","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/03e93e745145403722777689369/xxtlsQx4LkcA.mp4","poster":"https://static.tigerbbs.com/c8db26801ef62e30ee15f79f13d4205c"},"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551747221813456,"gmtCreate":1775738551948,"gmtModify":1775739521650,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"黄金反转机会初现","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551747221813456","isVote":1,"tweetType":2,"object":{"id":"4edf1b1cd82e482182cfe90bd3822ac2","tweetId":"551747221813456","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/39c375855145403722683083469/AlDp43iNyxoA.mp4","poster":"https://static.tigerbbs.com/2929f2bd9b92a753f5049bf0dac0b941"},"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551065923618912,"gmtCreate":1775559486346,"gmtModify":1775566440923,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"油价会涨多高","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551065923618912","isVote":1,"tweetType":2,"object":{"id":"bb800611a0e941eb849f568fced72b24","tweetId":"551065923618912","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/1cade2735145403722502305158/KCkLtuqE6asA.mp4","poster":"https://static.tigerbbs.com/dd7638bacdbddc45d794a41a1ed7ed31"},"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":550754615578648,"gmtCreate":1775483504484,"gmtModify":1775485443543,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"至少有一点值得我们看多","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550754615578648","isVote":1,"tweetType":2,"object":{"id":"d9054b562eaf4755acd343cf7fd336d2","tweetId":"550754615578648","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/14ceb0585145403722387272023/pzaolD9Y3ncA.mp4","poster":"https://static.tigerbbs.com/abd9ebb10fd3c409ddde91a1c84ba0ed"},"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549710035875840,"gmtCreate":1775228458464,"gmtModify":1775230116401,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"美国3月官方非农就业数据会让美联储加息吗？","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549710035875840","isVote":1,"tweetType":2,"object":{"id":"c5e2ff7389bb4e4f96ffb71923d7c0ad","tweetId":"549710035875840","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/11abb71a5145403722108014787/lAHbDM9GXncA.mp4","poster":"https://static.tigerbbs.com/48ebd10b81bb7a3ae4d9355901061369"},"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549295626257720,"gmtCreate":1775127216375,"gmtModify":1775135273477,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"黄金避险属性为什么没有在这次伊朗战争的显现","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549295626257720","isVote":1,"tweetType":2,"object":{"id":"0e62bb8640184378ba4b0b9f0accf852","tweetId":"549295626257720","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/758d0f0c5145403721989916535/qAHR36epsLsA.mp4","poster":"https://static.tigerbbs.com/ba35a33d756bb0cd44e00761306dfe26"},"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548988190467960,"gmtCreate":1775052225673,"gmtModify":1775052627355,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"反弹还是反转","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548988190467960","isVote":1,"tweetType":2,"object":{"id":"2555f39e94264e77bbafffbe7a37e793","tweetId":"548988190467960","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/2392c36a5145403722003352223/aXDY4jhHmooA.mp4","poster":"https://static.tigerbbs.com/9c50c4c7fa1c1b038f26ec454ef59ef4"},"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548301980620064,"gmtCreate":1774886274070,"gmtModify":1774886648904,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"伊朗战争对中国的影响相对较小","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548301980620064","isVote":1,"tweetType":2,"object":{"id":"76e44997d8ac4b1b9bb700a706cb7561","tweetId":"548301980620064","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/6d243f4c5145403721724010315/83tJzCrlxHYA.mp4","poster":"https://static.tigerbbs.com/4a96413853bd301093726f7ab130b2b2"},"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547897985298992,"gmtCreate":1774787735769,"gmtModify":1774793433298,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"干预日元新玩法","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547897985298992","isVote":1,"tweetType":2,"object":{"id":"7a856d412bf74c659e03c6f0a9a631eb","tweetId":"547897985298992","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/c8d6d5d75145403721708059221/FPFabqE3rh4A.mp4","poster":"https://static.tigerbbs.com/2b39be778b644a78a8d2f28f7b849558"},"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547254890365256,"gmtCreate":1774620483482,"gmtModify":1774621678703,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565306160488916","authorIdStr":"3565306160488916"},"themes":[],"title":"快要救市了？","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547254890365256","isVote":1,"tweetType":2,"object":{"id":"7a076a85fed348c8ad696222654f9e85","tweetId":"547254890365256","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/459edde35145403721523674478/AGCn6sasosgA.mp4","poster":"https://static.tigerbbs.com/1c51b05e685f09e4b502fafa317a347b"},"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":660761920,"gmtCreate":1661931827685,"gmtModify":1661950406546,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565306160488916","idStr":"3565306160488916"},"themes":[],"title":"","htmlText":"\n \n \n  美股Q2季报（31）：SAAS公司投资逻辑以及Snowfalke的财报我的观点是在自己的美股投资组合里面或多或少应该配置一点SAAS的股票。原因有三个： 第一. 长期看AAS公司股价表现都不错的。 这是前20大美股SAAS公司上市至今的表现。 平均涨了13.7倍。中位数是涨了9.4倍。 如果看年化回报IRR的话平均46%，中位数39%。 远远高于大市也是最高回报的行业之一了。 SAAS公司股价波动是很大。不过要追求高回报的话配一点我觉得挺好。 第二. SAAS一般是订阅模式，现金流和收入可预测性好。 而且用的Land and Expandion 策略。就是先给客户提供一些小的但是粘性很强的软件服务，然后在客户在你的软件平台上用的越来越多，信任的越来越强。就会买你更多功能。你也更了解客户的需求。 这种战略下，除非出现一些颠覆性的技术或者事件。公司一般开头难做以后是雪球越滚越大。 所以能上市的公司基本都相对稳定，投资的风险也会小一点。 最后：绝大部分美国SAAS公司都是TOB的。在企业客户使用过程发现要么帮企业省钱了要么逐渐变成了企业运作不可缺少的基础设施。 这个特点就让SAAS公司比较不容受到经济周期的影响。这点从很多SAAS公司财报就看的出来。 前两天我给大家说过一个网络安全龙头SAAS公司派拓网络就是这样。这两天发财报的跨平台云服务的SAAS公司Snowflake也是这样。 收入增长83%，净客户留存率171%。这基本是SAAS公司的天花板了。 75%毛利还在提高。 现金流也不错。non-gaap的运营利润率从去年负数到现在正的4%了。 自由现金流利润率同比还提高了10个点。 完全也是看不出来经济下滑对其影响对吧. 也说明我一直视频里面强调美国数据中心，云相关业务现在的确很强。 当然Snowflake也不是没有缺点。最大的不好就是不便宜的。 SAAS公司一般估值都贵，Sn\n \n","listText":"美股Q2季报（31）：SAAS公司投资逻辑以及Snowfalke的财报我的观点是在自己的美股投资组合里面或多或少应该配置一点SAAS的股票。原因有三个： 第一. 长期看AAS公司股价表现都不错的。 这是前20大美股SAAS公司上市至今的表现。 平均涨了13.7倍。中位数是涨了9.4倍。 如果看年化回报IRR的话平均46%，中位数39%。 远远高于大市也是最高回报的行业之一了。 SAAS公司股价波动是很大。不过要追求高回报的话配一点我觉得挺好。 第二. SAAS一般是订阅模式，现金流和收入可预测性好。 而且用的Land and Expandion 策略。就是先给客户提供一些小的但是粘性很强的软件服务，然后在客户在你的软件平台上用的越来越多，信任的越来越强。就会买你更多功能。你也更了解客户的需求。 这种战略下，除非出现一些颠覆性的技术或者事件。公司一般开头难做以后是雪球越滚越大。 所以能上市的公司基本都相对稳定，投资的风险也会小一点。 最后：绝大部分美国SAAS公司都是TOB的。在企业客户使用过程发现要么帮企业省钱了要么逐渐变成了企业运作不可缺少的基础设施。 这个特点就让SAAS公司比较不容受到经济周期的影响。这点从很多SAAS公司财报就看的出来。 前两天我给大家说过一个网络安全龙头SAAS公司派拓网络就是这样。这两天发财报的跨平台云服务的SAAS公司Snowflake也是这样。 收入增长83%，净客户留存率171%。这基本是SAAS公司的天花板了。 75%毛利还在提高。 现金流也不错。non-gaap的运营利润率从去年负数到现在正的4%了。 自由现金流利润率同比还提高了10个点。 完全也是看不出来经济下滑对其影响对吧. 也说明我一直视频里面强调美国数据中心，云相关业务现在的确很强。 当然Snowflake也不是没有缺点。最大的不好就是不便宜的。 SAAS公司一般估值都贵，Sn","text":"美股Q2季报（31）：SAAS公司投资逻辑以及Snowfalke的财报我的观点是在自己的美股投资组合里面或多或少应该配置一点SAAS的股票。原因有三个： 第一. 长期看AAS公司股价表现都不错的。 这是前20大美股SAAS公司上市至今的表现。 平均涨了13.7倍。中位数是涨了9.4倍。 如果看年化回报IRR的话平均46%，中位数39%。 远远高于大市也是最高回报的行业之一了。 SAAS公司股价波动是很大。不过要追求高回报的话配一点我觉得挺好。 第二. SAAS一般是订阅模式，现金流和收入可预测性好。 而且用的Land and Expandion 策略。就是先给客户提供一些小的但是粘性很强的软件服务，然后在客户在你的软件平台上用的越来越多，信任的越来越强。就会买你更多功能。你也更了解客户的需求。 这种战略下，除非出现一些颠覆性的技术或者事件。公司一般开头难做以后是雪球越滚越大。 所以能上市的公司基本都相对稳定，投资的风险也会小一点。 最后：绝大部分美国SAAS公司都是TOB的。在企业客户使用过程发现要么帮企业省钱了要么逐渐变成了企业运作不可缺少的基础设施。 这个特点就让SAAS公司比较不容受到经济周期的影响。这点从很多SAAS公司财报就看的出来。 前两天我给大家说过一个网络安全龙头SAAS公司派拓网络就是这样。这两天发财报的跨平台云服务的SAAS公司Snowflake也是这样。 收入增长83%，净客户留存率171%。这基本是SAAS公司的天花板了。 75%毛利还在提高。 现金流也不错。non-gaap的运营利润率从去年负数到现在正的4%了。 自由现金流利润率同比还提高了10个点。 完全也是看不出来经济下滑对其影响对吧. 也说明我一直视频里面强调美国数据中心，云相关业务现在的确很强。 当然Snowflake也不是没有缺点。最大的不好就是不便宜的。 SAAS公司一般估值都贵，Sn","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":239,"commentSize":33,"repostSize":58,"link":"https://laohu8.com/post/660761920","isVote":1,"tweetType":2,"object":{"id":"134551e10d6c4b71ab248a1476b3e1b9","tweetId":"660761920","title":"美股Q季报（18）：SAAS公司投资逻辑以及Snowfalke的财报\n#美股 #商业思维 #经济 #美国 #商业","videoUrl":"https://aweme.snssdk.com/aweme/v1/playwm/?video_id=v0300fg10000cc7f5rrc77u5s58o49jg&ratio=720p&line=0","poster":"https://p26-sign.douyinpic.com/tos-cn-p-0015/b91cf0b42fe841f0aad072d013b86646~c5_300x400.jpeg?x-expires=1663138800&x-signature=LYRRwuJ6tXp5ojknzYEzykHSCnk%3D&from=4257465056_large&s=PackSourceEnum_DOUYIN_REFLOW&se=false&sc=cover&l=202208311543440102080160802500FED6","shareLink":"https://v.douyin.com/jwWUDma/"},"viewCount":23115,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000220","authorId":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000220","idStr":"9000000000000220"},"content":"之前好像见你解读过这个公司，你对这个公司有情怀","text":"之前好像见你解读过这个公司，你对这个公司有情怀","html":"之前好像见你解读过这个公司，你对这个公司有情怀"},{"author":{"id":"9000000000000561","authorId":"9000000000000561","name":"玉米地里吃亏","avatar":"https://static.tigerbbs.com/0f17aeaa30e8039ae5934d80a1a1ba11","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000561","idStr":"9000000000000561"},"content":"收入增长83%，净客户留存率171%，就这个数据就能打动我","text":"收入增长83%，净客户留存率171%，就这个数据就能打动我","html":"收入增长83%，净客户留存率171%，就这个数据就能打动我"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291737479438584,"gmtCreate":1712250856740,"gmtModify":1712330474807,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565306160488916","idStr":"3565306160488916"},"themes":[],"title":"特斯拉和电动车行业的问题","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":29,"commentSize":12,"repostSize":3,"link":"https://laohu8.com/post/291737479438584","isVote":1,"tweetType":2,"object":{"id":"92a5666758eb48f385b926cf19680d15","tweetId":"291737479438584","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/696f2afc1397757888317331778/8gFWHf50YAoA.mp4","poster":"https://static.tigerbbs.com/6950ffcd5dedaea9aa65b201ecd922c4"},"viewCount":38368,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3472640255046348","idStr":"3472640255046348"},"content":"这种低质量的视频还是别放在推荐吧","text":"这种低质量的视频还是别放在推荐吧","html":"这种低质量的视频还是别放在推荐吧"},{"author":{"id":"9000000000000222","authorId":"9000000000000222","name":"得失缘","avatar":"https://static.tigerbbs.com/350e6f270c729270f949e2f6e0082308","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000222","idStr":"9000000000000222"},"content":"以前是交付问题，现在是销售问题","text":"以前是交付问题，现在是销售问题","html":"以前是交付问题，现在是销售问题"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658488996,"gmtCreate":1682966394615,"gmtModify":1682988216869,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565306160488916","idStr":"3565306160488916"},"themes":[],"title":"第一共和银行破产收购的赢家和输家\n","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":95,"commentSize":14,"repostSize":26,"link":"https://laohu8.com/post/658488996","isVote":1,"tweetType":2,"object":{"id":"23631af469744c5bb2e8ec4232a290cf","tweetId":"658488996","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/a84e2a8f243791581533163544/nQAId3vKakoA.mp4","poster":"https://static.tigerbbs.com/580a0f4aebde2cbb44026cdbef5fbbc5"},"viewCount":21852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4120360017010400","idStr":"4120360017010400"},"content":"若是在A股，被收购应该7个涨停板。美股为啥成这个样子？[笑哭]","text":"若是在A股，被收购应该7个涨停板。美股为啥成这个样子？[笑哭]","html":"若是在A股，被收购应该7个涨停板。美股为啥成这个样子？[笑哭]"},{"author":{"id":"10000000000010312","authorId":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010312","idStr":"10000000000010312"},"content":"总之这对于这银行股东肯定不是好事","text":"总之这对于这银行股东肯定不是好事","html":"总之这对于这银行股东肯定不是好事"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219504473231408,"gmtCreate":1694627506203,"gmtModify":1694641240677,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565306160488916","idStr":"3565306160488916"},"themes":[],"title":"为什么说中国现在是投资机会？","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/219504473231408","isVote":1,"tweetType":2,"object":{"id":"6b91e4f2c3b54db19999cdea6e4cf9c0","tweetId":"219504473231408","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/9400ede55576678020617572015/aT2daRzS2kMA.mp4","poster":"https://static.tigerbbs.com/8e2cc7ce610bded3d6f69fb7de664dab"},"viewCount":1794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623662529,"gmtCreate":1671339160961,"gmtModify":1671341706796,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565306160488916","idStr":"3565306160488916"},"themes":[],"title":"","htmlText":"\n \n \n  最近特斯拉股价大跌的原因： 马斯克贷款被爆仓补保证金 会员群朋友问我为什么特斯拉最近股价大跌。 这个和马斯克收购推特很有关系。 首先： 大家看他收购Twitter的资金结构。 费用利息加起来一共是465亿。 其中210亿是Equity股。 另外335亿是债。 债里面有125亿是马斯克哪自己特斯拉股票做抵押借的保证金贷款。 而这个钱就是出问题的关键。 其次 这个比贷款细节大家看这个表。列出了他在4月份刚签贷款协议和10月份已经特斯拉股价做了1拆三的拆股后他各自要抵押的特斯拉股份数量和股份价值。 核心大家看是这个20%的Loan to Value 就是贷款比上贷款加抵押品的比值简称LTV要求不高于20%。 高了就得补保证金。 第三： 那现在有2。59亿股。 借款125亿。 特斯拉股价到多了LTV就会高于20%要补保证金呢。 这个很好算对吧。算下来就是193 左右。 所以大家看到特斯拉股价跌到这个数就会继续有波大的跌幅，因为马斯克不得不卖股票去补保证金。而且越跌要卖的更多。 第四; 现在已经是跌下193了。 有人说看到新闻说马斯克和银行会从新协商这个保证金贷款。 这个没错。 这个协商对老马是不利的。 因为金融市场的恶化，大家看现在杠杆收购贷款的成本已经比当时收购Twitter的时候高了。这个LTV即使降一个-0.5%大家看。马斯克都要多抵押16亿美金的特斯拉股票。 现在特斯拉股票一直在跌。 看起来他要去卖股票的行为还停不下来。 大家看这几天他有卖了3个亿的股票。 所以综上所述。特斯拉的股价最近完全是被马斯克收购Twitter的融资结构和保证金贷款给坑了。 当然老马还有很多特斯拉股票肯定垮不了。特斯拉也是个好公司。 但是近期大家还是不要接这把下跌的飞刀比较好。 等老马保证金贷款事情从新协商好一切落地了。可是特斯拉就是一个非常诱人的进入时机了。 大家觉得呢？&nbsp;\n \n","listText":"最近特斯拉股价大跌的原因： 马斯克贷款被爆仓补保证金 会员群朋友问我为什么特斯拉最近股价大跌。 这个和马斯克收购推特很有关系。 首先： 大家看他收购Twitter的资金结构。 费用利息加起来一共是465亿。 其中210亿是Equity股。 另外335亿是债。 债里面有125亿是马斯克哪自己特斯拉股票做抵押借的保证金贷款。 而这个钱就是出问题的关键。 其次 这个比贷款细节大家看这个表。列出了他在4月份刚签贷款协议和10月份已经特斯拉股价做了1拆三的拆股后他各自要抵押的特斯拉股份数量和股份价值。 核心大家看是这个20%的Loan to Value 就是贷款比上贷款加抵押品的比值简称LTV要求不高于20%。 高了就得补保证金。 第三： 那现在有2。59亿股。 借款125亿。 特斯拉股价到多了LTV就会高于20%要补保证金呢。 这个很好算对吧。算下来就是193 左右。 所以大家看到特斯拉股价跌到这个数就会继续有波大的跌幅，因为马斯克不得不卖股票去补保证金。而且越跌要卖的更多。 第四; 现在已经是跌下193了。 有人说看到新闻说马斯克和银行会从新协商这个保证金贷款。 这个没错。 这个协商对老马是不利的。 因为金融市场的恶化，大家看现在杠杆收购贷款的成本已经比当时收购Twitter的时候高了。这个LTV即使降一个-0.5%大家看。马斯克都要多抵押16亿美金的特斯拉股票。 现在特斯拉股票一直在跌。 看起来他要去卖股票的行为还停不下来。 大家看这几天他有卖了3个亿的股票。 所以综上所述。特斯拉的股价最近完全是被马斯克收购Twitter的融资结构和保证金贷款给坑了。 当然老马还有很多特斯拉股票肯定垮不了。特斯拉也是个好公司。 但是近期大家还是不要接这把下跌的飞刀比较好。 等老马保证金贷款事情从新协商好一切落地了。可是特斯拉就是一个非常诱人的进入时机了。 大家觉得呢？&nbsp;","text":"最近特斯拉股价大跌的原因： 马斯克贷款被爆仓补保证金 会员群朋友问我为什么特斯拉最近股价大跌。 这个和马斯克收购推特很有关系。 首先： 大家看他收购Twitter的资金结构。 费用利息加起来一共是465亿。 其中210亿是Equity股。 另外335亿是债。 债里面有125亿是马斯克哪自己特斯拉股票做抵押借的保证金贷款。 而这个钱就是出问题的关键。 其次 这个比贷款细节大家看这个表。列出了他在4月份刚签贷款协议和10月份已经特斯拉股价做了1拆三的拆股后他各自要抵押的特斯拉股份数量和股份价值。 核心大家看是这个20%的Loan to Value 就是贷款比上贷款加抵押品的比值简称LTV要求不高于20%。 高了就得补保证金。 第三： 那现在有2。59亿股。 借款125亿。 特斯拉股价到多了LTV就会高于20%要补保证金呢。 这个很好算对吧。算下来就是193 左右。 所以大家看到特斯拉股价跌到这个数就会继续有波大的跌幅，因为马斯克不得不卖股票去补保证金。而且越跌要卖的更多。 第四; 现在已经是跌下193了。 有人说看到新闻说马斯克和银行会从新协商这个保证金贷款。 这个没错。 这个协商对老马是不利的。 因为金融市场的恶化，大家看现在杠杆收购贷款的成本已经比当时收购Twitter的时候高了。这个LTV即使降一个-0.5%大家看。马斯克都要多抵押16亿美金的特斯拉股票。 现在特斯拉股票一直在跌。 看起来他要去卖股票的行为还停不下来。 大家看这几天他有卖了3个亿的股票。 所以综上所述。特斯拉的股价最近完全是被马斯克收购Twitter的融资结构和保证金贷款给坑了。 当然老马还有很多特斯拉股票肯定垮不了。特斯拉也是个好公司。 但是近期大家还是不要接这把下跌的飞刀比较好。 等老马保证金贷款事情从新协商好一切落地了。可是特斯拉就是一个非常诱人的进入时机了。 大家觉得呢？","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":113,"commentSize":14,"repostSize":14,"link":"https://laohu8.com/post/623662529","isVote":1,"tweetType":2,"object":{"id":"5050e0d99ca742b7b8eb35a1c1e165fe","tweetId":"623662529","title":"最近特斯拉股价大跌的原因： 马斯克贷款被爆仓补保证金\n#特斯拉 #马斯克 #商业思维 #财经 #金融 @DOU+上热门 @DOU+小助手","videoUrl":"https://aweme.snssdk.com/aweme/v1/playwm/?video_id=v0300fg10000cef70e3c77u53l1rs6vg&ratio=720p&line=0","poster":"https://p3-sign.douyinpic.com/tos-cn-p-0015/oonjBerAD4P84UcA3gDQn8de9AQ7nAFUAb4gbD~c5_300x400.jpeg?x-expires=1672545600&x-signature=Vv88n32gqRzcuG836AlSbtzH5ZY%3D&from=3213915784_large&s=PackSourceEnum_DOUYIN_REFLOW&se=false&sc=cover&l=2022121812521301021215215841BB1C4F","shareLink":"https://v.douyin.com/h9BUShD/"},"viewCount":19601,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274821093442","authorId":"3479274821093442","name":"小秘书谢谢因为有你","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274821093442","idStr":"3479274821093442"},"content":"你说的对，等老马保证金贷款事情从新协商好一切落地了，才是特斯拉非常诱人的进入时机","text":"你说的对，等老马保证金贷款事情从新协商好一切落地了，才是特斯拉非常诱人的进入时机","html":"你说的对，等老马保证金贷款事情从新协商好一切落地了，才是特斯拉非常诱人的进入时机"},{"author":{"id":"9000000000000311","authorId":"9000000000000311","name":"低买高卖谁不会","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000311","idStr":"9000000000000311"},"content":"已经抄底了特斯拉的股票，有点不踏实","text":"已经抄底了特斯拉的股票，有点不踏实","html":"已经抄底了特斯拉的股票，有点不踏实"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193059117645968,"gmtCreate":1688144379742,"gmtModify":1688146067493,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565306160488916","idStr":"3565306160488916"},"themes":[],"title":"美国5月通胀PCE数据解读\n","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":155,"commentSize":7,"repostSize":3,"link":"https://laohu8.com/post/193059117645968","isVote":1,"tweetType":2,"object":{"id":"ee595faae477498b99b9ea9216a4b250","tweetId":"193059117645968","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/7a0101c03270835009797514104/yMZTt9zQvWMA.mp4","poster":"https://static.tigerbbs.com/133e1d824c8d82e309164975738b0a40"},"viewCount":11276,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559320019179261","authorId":"3559320019179261","name":"五万傻蛋","avatar":"https://static.tigerbbs.com/307b2ac6203cd321d4e2b968ed6b9284","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3559320019179261","idStr":"3559320019179261"},"content":"美国滞涨？要不要看看国内？","text":"美国滞涨？要不要看看国内？","html":"美国滞涨？要不要看看国内？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195452067270752,"gmtCreate":1688754724389,"gmtModify":1688755285356,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565306160488916","idStr":"3565306160488916"},"themes":[],"title":"为什么美国衰退还没有来，还会来吗？\n","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":131,"commentSize":7,"repostSize":7,"link":"https://laohu8.com/post/195452067270752","isVote":1,"tweetType":2,"object":{"id":"6c34fa2cc19e49a89c36127e662ce14f","tweetId":"195452067270752","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/337c58a63270835009969310088/y7NhLBrUn4EA.mp4","poster":"https://static.tigerbbs.com/316de9ea8be358d9219ef4d2e9039df9"},"viewCount":10090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197658894549112,"gmtCreate":1689268132783,"gmtModify":1689269445482,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565306160488916","idStr":"3565306160488916"},"themes":[],"title":"大佬们对2023年下半年的美股预测\n","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":139,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/197658894549112","isVote":1,"tweetType":2,"object":{"id":"60c847991d9f4529b56b78a55e1937f0","tweetId":"197658894549112","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/d8ffa4723270835010226845005/FwjAALcT6AUA.mp4","poster":"https://static.tigerbbs.com/522d5986a44f4141d4bdc60375070714"},"viewCount":7667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655318590,"gmtCreate":1685237210210,"gmtModify":1685237810010,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565306160488916","idStr":"3565306160488916"},"themes":[],"title":"麻烦了， 4月美国通胀PCE让人失望\n","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":139,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/655318590","isVote":1,"tweetType":2,"object":{"id":"87452b11ce804b57ac48d25e3bd29b7d","tweetId":"655318590","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/4e69b9a23270835008973395230/e4eRZOFV4mMA.mp4","poster":"https://static.tigerbbs.com/09ed12d3dcdd3715fa7821a8eb7fce2a"},"viewCount":5726,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010338","authorId":"10000000000010338","name":"一个人发呆","avatar":"https://static.tigerbbs.com/5bd0269f59b94b9077482ee2ab0c9c2f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010338","idStr":"10000000000010338"},"content":"美国通胀压根就是在玩数字游戏，现在的上行，只是纸包不住火了而已","text":"美国通胀压根就是在玩数字游戏，现在的上行，只是纸包不住火了而已","html":"美国通胀压根就是在玩数字游戏，现在的上行，只是纸包不住火了而已"},{"author":{"id":"10000000000010331","authorId":"10000000000010331","name":"焦糖布丁11","avatar":"https://static.tigerbbs.com/a62cd18802a86b271359c7aeac675e98","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010331","idStr":"10000000000010331"},"content":"先照顾好自己的屁股，再去想别人屁股擦没擦干净","text":"先照顾好自己的屁股，再去想别人屁股擦没擦干净","html":"先照顾好自己的屁股，再去想别人屁股擦没擦干净"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186593937871088,"gmtCreate":1686594390054,"gmtModify":1686604473243,"author":{"id":"3565306160488916","authorId":"3565306160488916","name":"锐信资本","avatar":"https://static.tigerbbs.com/6f3b92a510cef2a3a3213c05cf857b27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565306160488916","idStr":"3565306160488916"},"themes":[],"title":"马上要发的美国5月通胀CPI数据和美联储的利率决议\n","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":146,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/186593937871088","isVote":1,"tweetType":2,"object":{"id":"623bd12223dd4db89e31d5ff92845519","tweetId":"186593937871088","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/3cf235783270835009358207005/QmHWK3gC2y8A.mp4","poster":"https://static.tigerbbs.com/a3435689041a943a7f38d334a4a4f08e"},"viewCount":6998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}