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nyf
2021-09-16
hi
@非对称交易:历史的经验告诉我们:只有这样投资才能赚钱
nyf
2021-08-30
like
抱歉,原内容已删除
nyf
2021-08-26
nice
抱歉,原内容已删除
nyf
2021-08-25
说说你对这篇新闻的看法...
抱歉,原内容已删除
nyf
2021-08-25
nice
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nyf
2021-08-21
说说你对这篇新闻的看法...
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nyf
2021-08-15
good
@牛万的投资策略:造车新势力有点发烧...新能源赛道可以持续五年-牛万推荐
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美国市场: 1、标普500指数:2021年走势从年初的3700点来到了4443点,涨幅为20.1%;2、道琼斯指数:2021年走势从年初的30223点来到了现在34577点,涨幅为14.4%;3、纳指100指数:2021年走势从年初的12694点来到了现在的15382点,涨幅为21.2%; 香港市场: 4、恒生指数:2021年走势从年初的27472点来到了现在的25014,涨幅为-8.9%;5、恒生科技指数:2021年走势从年初的8489点来到了现在的6298点,涨幅为-25.8%; A股市场: 6、沪深300指数:2021年走势从年初的5267来到了现在的4867点,涨幅为-7.6%;7、上证50指数:2021年走势从年初的3643点来到了现在的3146点,涨幅为-13.6%; 接着再来对比几只大家非常熟悉的龙头股,看看区别: 1.1、微软:2021年走势从年初的217点来到了现在的299点,涨幅为37.8%;1.2、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> :2021年走势从年初的570点来到了现在的453点,涨幅为-20.5%;2.1、","listText":"2021年的进度条一眨眼的时间来到了多事之秋的9月,不知各位今年的收益表现如何,我最近在思考一个问题:巴菲特这样的价值投资股神,或许只有在美国这样的市场才能产生,如果他是一个中国投资者,做价值投资买卖的是我们的大A,我相信市场会教他重新做人。回到标题,历史的经验告诉我们,怎样投资才能赚钱呢?我的答案是买美股大盘指数或者大盘股,美股就像我们的房价,是不同地区老百姓的价值信仰,股票投资很多投资者折腾来折腾去,根本跑不赢大盘指数,先来看一组收益图对比: 美国市场: 1、标普500指数:2021年走势从年初的3700点来到了4443点,涨幅为20.1%;2、道琼斯指数:2021年走势从年初的30223点来到了现在34577点,涨幅为14.4%;3、纳指100指数:2021年走势从年初的12694点来到了现在的15382点,涨幅为21.2%; 香港市场: 4、恒生指数:2021年走势从年初的27472点来到了现在的25014,涨幅为-8.9%;5、恒生科技指数:2021年走势从年初的8489点来到了现在的6298点,涨幅为-25.8%; A股市场: 6、沪深300指数:2021年走势从年初的5267来到了现在的4867点,涨幅为-7.6%;7、上证50指数:2021年走势从年初的3643点来到了现在的3146点,涨幅为-13.6%; 接着再来对比几只大家非常熟悉的龙头股,看看区别: 1.1、微软:2021年走势从年初的217点来到了现在的299点,涨幅为37.8%;1.2、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> :2021年走势从年初的570点来到了现在的453点,涨幅为-20.5%;2.1、","text":"2021年的进度条一眨眼的时间来到了多事之秋的9月,不知各位今年的收益表现如何,我最近在思考一个问题:巴菲特这样的价值投资股神,或许只有在美国这样的市场才能产生,如果他是一个中国投资者,做价值投资买卖的是我们的大A,我相信市场会教他重新做人。回到标题,历史的经验告诉我们,怎样投资才能赚钱呢?我的答案是买美股大盘指数或者大盘股,美股就像我们的房价,是不同地区老百姓的价值信仰,股票投资很多投资者折腾来折腾去,根本跑不赢大盘指数,先来看一组收益图对比: 美国市场: 1、标普500指数:2021年走势从年初的3700点来到了4443点,涨幅为20.1%;2、道琼斯指数:2021年走势从年初的30223点来到了现在34577点,涨幅为14.4%;3、纳指100指数:2021年走势从年初的12694点来到了现在的15382点,涨幅为21.2%; 香港市场: 4、恒生指数:2021年走势从年初的27472点来到了现在的25014,涨幅为-8.9%;5、恒生科技指数:2021年走势从年初的8489点来到了现在的6298点,涨幅为-25.8%; A股市场: 6、沪深300指数:2021年走势从年初的5267来到了现在的4867点,涨幅为-7.6%;7、上证50指数:2021年走势从年初的3643点来到了现在的3146点,涨幅为-13.6%; 接着再来对比几只大家非常熟悉的龙头股,看看区别: 1.1、微软:2021年走势从年初的217点来到了现在的299点,涨幅为37.8%;1.2、$腾讯控股(00700)$ :2021年走势从年初的570点来到了现在的453点,涨幅为-20.5%;2.1、","images":[{"img":"https://static.tigerbbs.com/f126e9c126025f73f58a4eee3a8a87d6","width":"688","height":"460"},{"img":"https://static.tigerbbs.com/86f4a5f5cf586a3038b0d8196a155e38","width":"688","height":"318"},{"img":"https://static.tigerbbs.com/a7c984b373c5effd18d3803e87fdbb58","width":"688","height":"309"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882592030","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":14,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830091746,"gmtCreate":1628992055585,"gmtModify":1631884298845,"author":{"id":"3570321585113621","authorId":"3570321585113621","name":"nyf","avatar":"https://static.tigerbbs.com/50956299ccdc6503eb74b79565951e0c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570321585113621","idStr":"3570321585113621"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830091746","repostId":"893768203","repostType":1,"repost":{"id":893768203,"gmtCreate":1628301494402,"gmtModify":1723270217806,"author":{"id":"3465849506761816","authorId":"3465849506761816","name":"牛万的投资策略","avatar":"https://static.tigerbbs.com/9933ff08f0596bc3ca87e199ea6c744c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465849506761816","idStr":"3465849506761816"},"themes":[],"title":"造车新势力有点发烧...新能源赛道可以持续五年-牛万推荐","htmlText":"大家好我是牛万,2021年投资进入下半场,结构化走势非常明显,在互联网反垄断局面下,长期互联网估值模型或已经发生变化,至少目前这个位置进场抄底是有一定风险的,这也是我和合伙人的一致意见。反观a股,我们发现资金集中度较高的板块依旧是新能源、芯片、医药、高端设备制造。可以说这也是中央未来的政策导向,产业升级。那么这些行业未来前景如何,以下是付鹏总访谈的部分观点。东北证券首席经济学家-付鹏“可以寻找未来的核心资产,比如三梯队变二梯队,它的成长性比在一梯队的要高,更可能会获得超额收益,同样要把风险相对分散一些。”“从商用的角度、整个链条上来看,目前发展比较成熟的是前端的发电,包括核能和光伏,核能一般人搞不了,但是光伏经历过十几年的发展已经相对非常成熟。”“造车新势力有点发烧,它背离了车的主体,对他而言有必要讲这个故事,因为它不讲这个故事,它早期的市值估值是膨胀不起来的,如果都按照传统车企去估值,它可能想干的事情早期就黄了。”“新能源汽车更换电池比较实际,可以实现我们说的小充电宝概念。充电站可以选择便宜的时候把电池充满,这就变成一个储能的概念,当我们需要时(高峰期)可以直接换电,这个过程中还能赚一点价差。”“未来的5年甚至更长的时间,新能源赛道维持性是极强的,确定性非常高。”“目前芯片说到底是周期性的东西,除非有非常内核的技术,站在金字塔尖的例外。目前看芯片的景气周期需要考量一下,新能源的主赛道、增速都还在,上升的趋势也比较认同,当然毫无疑问波动也会加大。”近日,东北证券首席经济学家付鹏在一场以“新能源,新动力”为主题的直播中分享了以上观点。寻找未来的核心资产主持人:核心资产从未来看,你觉得怎么样?付鹏:有龙头关注的人太多,它的定价已经很充分,很难获得超额收益。可以寻找未来的核心资产,比如三梯队变二梯队,它的成长性比在一梯队的要高,更可能会获得超额收益,同样要把风险相对分散一些,和一","listText":"大家好我是牛万,2021年投资进入下半场,结构化走势非常明显,在互联网反垄断局面下,长期互联网估值模型或已经发生变化,至少目前这个位置进场抄底是有一定风险的,这也是我和合伙人的一致意见。反观a股,我们发现资金集中度较高的板块依旧是新能源、芯片、医药、高端设备制造。可以说这也是中央未来的政策导向,产业升级。那么这些行业未来前景如何,以下是付鹏总访谈的部分观点。东北证券首席经济学家-付鹏“可以寻找未来的核心资产,比如三梯队变二梯队,它的成长性比在一梯队的要高,更可能会获得超额收益,同样要把风险相对分散一些。”“从商用的角度、整个链条上来看,目前发展比较成熟的是前端的发电,包括核能和光伏,核能一般人搞不了,但是光伏经历过十几年的发展已经相对非常成熟。”“造车新势力有点发烧,它背离了车的主体,对他而言有必要讲这个故事,因为它不讲这个故事,它早期的市值估值是膨胀不起来的,如果都按照传统车企去估值,它可能想干的事情早期就黄了。”“新能源汽车更换电池比较实际,可以实现我们说的小充电宝概念。充电站可以选择便宜的时候把电池充满,这就变成一个储能的概念,当我们需要时(高峰期)可以直接换电,这个过程中还能赚一点价差。”“未来的5年甚至更长的时间,新能源赛道维持性是极强的,确定性非常高。”“目前芯片说到底是周期性的东西,除非有非常内核的技术,站在金字塔尖的例外。目前看芯片的景气周期需要考量一下,新能源的主赛道、增速都还在,上升的趋势也比较认同,当然毫无疑问波动也会加大。”近日,东北证券首席经济学家付鹏在一场以“新能源,新动力”为主题的直播中分享了以上观点。寻找未来的核心资产主持人:核心资产从未来看,你觉得怎么样?付鹏:有龙头关注的人太多,它的定价已经很充分,很难获得超额收益。可以寻找未来的核心资产,比如三梯队变二梯队,它的成长性比在一梯队的要高,更可能会获得超额收益,同样要把风险相对分散一些,和一","text":"大家好我是牛万,2021年投资进入下半场,结构化走势非常明显,在互联网反垄断局面下,长期互联网估值模型或已经发生变化,至少目前这个位置进场抄底是有一定风险的,这也是我和合伙人的一致意见。反观a股,我们发现资金集中度较高的板块依旧是新能源、芯片、医药、高端设备制造。可以说这也是中央未来的政策导向,产业升级。那么这些行业未来前景如何,以下是付鹏总访谈的部分观点。东北证券首席经济学家-付鹏“可以寻找未来的核心资产,比如三梯队变二梯队,它的成长性比在一梯队的要高,更可能会获得超额收益,同样要把风险相对分散一些。”“从商用的角度、整个链条上来看,目前发展比较成熟的是前端的发电,包括核能和光伏,核能一般人搞不了,但是光伏经历过十几年的发展已经相对非常成熟。”“造车新势力有点发烧,它背离了车的主体,对他而言有必要讲这个故事,因为它不讲这个故事,它早期的市值估值是膨胀不起来的,如果都按照传统车企去估值,它可能想干的事情早期就黄了。”“新能源汽车更换电池比较实际,可以实现我们说的小充电宝概念。充电站可以选择便宜的时候把电池充满,这就变成一个储能的概念,当我们需要时(高峰期)可以直接换电,这个过程中还能赚一点价差。”“未来的5年甚至更长的时间,新能源赛道维持性是极强的,确定性非常高。”“目前芯片说到底是周期性的东西,除非有非常内核的技术,站在金字塔尖的例外。目前看芯片的景气周期需要考量一下,新能源的主赛道、增速都还在,上升的趋势也比较认同,当然毫无疑问波动也会加大。”近日,东北证券首席经济学家付鹏在一场以“新能源,新动力”为主题的直播中分享了以上观点。寻找未来的核心资产主持人:核心资产从未来看,你觉得怎么样?付鹏:有龙头关注的人太多,它的定价已经很充分,很难获得超额收益。可以寻找未来的核心资产,比如三梯队变二梯队,它的成长性比在一梯队的要高,更可能会获得超额收益,同样要把风险相对分散一些,和一","images":[{"img":"https://static.tigerbbs.com/d182fec2ca246848342fa2c7bea4e388","width":"1620","height":"1080"},{"img":"https://static.tigerbbs.com/7b85d47bfa06d72607396c340bc15f85","width":"1125","height":"633"},{"img":"https://static.tigerbbs.com/dd758921a7cf41343ee5c18f7253aa2b","width":"1661","height":"854"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893768203","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}