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Jojojojo
2021-05-04
$Taiwan Semiconductor Manufacturing(TSM)$
what is wrong with TSM ??????
Jojojojo
2021-05-04
Wtf is wrong with NVAX
Jojojojo
2021-04-29
Interesting read
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Jojojojo
2021-04-29
It is
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Jojojojo
2021-04-27
Ok is highly high free hd charge s
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Jojojojo
2021-04-27
Yuphere it foes
Jojojojo
2021-04-23
$Tesla Motors(TSLA)$
pls go up
Jojojojo
2021-04-23
Yeah it is
@小虎周报:港股周策略:宽松潮不改,当下港股中期配置价值凸显
Jojojojo
2021-04-19
Great ariticle, would you like to share it?
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Jojojojo
2021-04-08
Ahshdhwgedg
Jojojojo
2021-04-06
Great ariticle, would you like to share it?
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Jojojojo
2021-04-02
Great ariticle, would you like to share it?
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Jojojojo
2021-03-31
Up, then sell this cyclic stock
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Jojojojo
2021-03-30
Great ariticle, would you like to share it?
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Jojojojo
2021-03-30
A
@陈达美股投资:梦之安魂曲:我来为这惊魂一夜复个盘
Jojojojo
2021-03-29
CS,GS,NMR,JPM. When do you buy?
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Jojojojo
2021-03-29
Great ariticle, would you like to share it?
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Jojojojo
2021-03-29
So how is this going to affect us?
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Jojojojo
2021-03-29
$AMC Entertainment(AMC)$
:(
Jojojojo
2021-03-23
I see....
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href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>what is wrong with TSM ??????","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>what is wrong with TSM ??????","text":"$Taiwan Semiconductor Manufacturing(TSM)$what is wrong with TSM ??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106083853","isVote":1,"tweetType":1,"viewCount":2364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106039905,"gmtCreate":1620064200607,"gmtModify":1634208127172,"author":{"id":"3571021579663328","authorId":"3571021579663328","name":"Jojojojo","avatar":"https://static.tigerbbs.com/4438881bf4afbeff6a19700fe39e96b2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571021579663328","authorIdStr":"3571021579663328"},"themes":[],"title":"","htmlText":"Wtf is wrong with NVAX","listText":"Wtf is wrong with NVAX","text":"Wtf is wrong with NVAX","images":[{"img":"https://static.tigerbbs.com/93df136eee74ccf5708722f7dc7e04ba","width":"1080","height":"2662"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106039905","isVote":1,"tweetType":1,"viewCount":3116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":100461834,"gmtCreate":1619632067128,"gmtModify":1634211183573,"author":{"id":"3571021579663328","authorId":"3571021579663328","name":"Jojojojo","avatar":"https://static.tigerbbs.com/4438881bf4afbeff6a19700fe39e96b2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571021579663328","authorIdStr":"3571021579663328"},"themes":[],"title":"","htmlText":"Interesting read","listText":"Interesting read","text":"Interesting 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is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100461382","repostId":"1129899601","repostType":4,"isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374557710,"gmtCreate":1619467478730,"gmtModify":1634273278783,"author":{"id":"3571021579663328","authorId":"3571021579663328","name":"Jojojojo","avatar":"https://static.tigerbbs.com/4438881bf4afbeff6a19700fe39e96b2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571021579663328","authorIdStr":"3571021579663328"},"themes":[],"title":"","htmlText":"Ok is highly high free hd charge s","listText":"Ok is highly high free hd charge s","text":"Ok is highly high free hd charge s","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/374557710","repostId":"1184404050","repostType":4,"isVote":1,"tweetType":1,"viewCount":2241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374554705,"gmtCreate":1619466761407,"gmtModify":1634273279363,"author":{"id":"3571021579663328","authorId":"3571021579663328","name":"Jojojojo","avatar":"https://static.tigerbbs.com/4438881bf4afbeff6a19700fe39e96b2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571021579663328","authorIdStr":"3571021579663328"},"themes":[],"title":"","htmlText":"Yuphere it foes","listText":"Yuphere it foes","text":"Yuphere it foes","images":[{"img":"https://static.tigerbbs.com/2feaac1c96e4000f9bb2bf194a6ee12b","width":"1080","height":"2662"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374554705","isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":376613743,"gmtCreate":1619108325682,"gmtModify":1634288473320,"author":{"id":"3571021579663328","authorId":"3571021579663328","name":"Jojojojo","avatar":"https://static.tigerbbs.com/4438881bf4afbeff6a19700fe39e96b2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571021579663328","authorIdStr":"3571021579663328"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>pls go up","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>pls go up","text":"$Tesla Motors(TSLA)$pls go up","images":[{"img":"https://static.tigerbbs.com/729c6b5b0095b176bbe04a25579ff758","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376613743","isVote":1,"tweetType":1,"viewCount":2583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":376619281,"gmtCreate":1619108130843,"gmtModify":1634288474285,"author":{"id":"3571021579663328","authorId":"3571021579663328","name":"Jojojojo","avatar":"https://static.tigerbbs.com/4438881bf4afbeff6a19700fe39e96b2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571021579663328","authorIdStr":"3571021579663328"},"themes":[],"title":"","htmlText":"Yeah it is","listText":"Yeah it is","text":"Yeah it is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376619281","repostId":"373930817","repostType":1,"repost":{"id":373930817,"gmtCreate":1618808979136,"gmtModify":1618818305223,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"港股周策略:宽松潮不改,当下港股中期配置价值凸显","htmlText":"港股市场近期保持攀升,我们注意到上周公布的社融虽不及预期,但由于市场不乏已有预期,并没有过度影响市场。 另一方面,一季度以来不同行业表现冷热不均,投资者对市场的分歧也在增大,不过对于受国际流行性更明显的港股来讲,我们认为依然乐观的是在没有明确看到通胀之前,大部分经济体政策大转弯的可能性较低,政策并不会明显收紧(美联储的加息预期最快在2022年,对应美债的上行压力在下半年或者明年初),其次大部分资产也并没有泡沫化,这也增大了港股配置的性价比。未来美国宽松有序退出,海外资金分流至港股的情形(类似于一季度初),或将再次上演。 一如过往,我们维持对于<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 调整几乎结束,国内货币政策进退有序,中期窗口宜积极布局的判断。当然,这里面也计入了,我们对于前期恒指和纳指对10年期美债收益率过度反应后可能出现修正的乐观预期,因为目前美债收益率目前并非绝对高位,从历史股债相关性看,也很难对海外市场构成逆转。<a href=\"https://laohu8.com/S/HSCEI\">$国企指数(HSCEI)$</a> <a href=\"https://laohu8.com/S/HSCCI\">$红筹指数(HSCCI)$</a> 二、陆港通观察:金融、大消费方向继续凸显配置价值 延续一季度时期的风格,陆港通净流入仍然是以金融、大消费为主。净流入居前的金融公司主要有<a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a> 、<a href=\"https://laohu8.com/S/601166\">$兴业银行(601166)$</a> 、<a href=\"https://laohu8.com/S/00939\">$建设银行(00939)$</a> 、","listText":"港股市场近期保持攀升,我们注意到上周公布的社融虽不及预期,但由于市场不乏已有预期,并没有过度影响市场。 另一方面,一季度以来不同行业表现冷热不均,投资者对市场的分歧也在增大,不过对于受国际流行性更明显的港股来讲,我们认为依然乐观的是在没有明确看到通胀之前,大部分经济体政策大转弯的可能性较低,政策并不会明显收紧(美联储的加息预期最快在2022年,对应美债的上行压力在下半年或者明年初),其次大部分资产也并没有泡沫化,这也增大了港股配置的性价比。未来美国宽松有序退出,海外资金分流至港股的情形(类似于一季度初),或将再次上演。 一如过往,我们维持对于<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 调整几乎结束,国内货币政策进退有序,中期窗口宜积极布局的判断。当然,这里面也计入了,我们对于前期恒指和纳指对10年期美债收益率过度反应后可能出现修正的乐观预期,因为目前美债收益率目前并非绝对高位,从历史股债相关性看,也很难对海外市场构成逆转。<a href=\"https://laohu8.com/S/HSCEI\">$国企指数(HSCEI)$</a> <a href=\"https://laohu8.com/S/HSCCI\">$红筹指数(HSCCI)$</a> 二、陆港通观察:金融、大消费方向继续凸显配置价值 延续一季度时期的风格,陆港通净流入仍然是以金融、大消费为主。净流入居前的金融公司主要有<a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a> 、<a href=\"https://laohu8.com/S/601166\">$兴业银行(601166)$</a> 、<a href=\"https://laohu8.com/S/00939\">$建设银行(00939)$</a> 、","text":"港股市场近期保持攀升,我们注意到上周公布的社融虽不及预期,但由于市场不乏已有预期,并没有过度影响市场。 另一方面,一季度以来不同行业表现冷热不均,投资者对市场的分歧也在增大,不过对于受国际流行性更明显的港股来讲,我们认为依然乐观的是在没有明确看到通胀之前,大部分经济体政策大转弯的可能性较低,政策并不会明显收紧(美联储的加息预期最快在2022年,对应美债的上行压力在下半年或者明年初),其次大部分资产也并没有泡沫化,这也增大了港股配置的性价比。未来美国宽松有序退出,海外资金分流至港股的情形(类似于一季度初),或将再次上演。 一如过往,我们维持对于$恒生指数(HSI)$ 调整几乎结束,国内货币政策进退有序,中期窗口宜积极布局的判断。当然,这里面也计入了,我们对于前期恒指和纳指对10年期美债收益率过度反应后可能出现修正的乐观预期,因为目前美债收益率目前并非绝对高位,从历史股债相关性看,也很难对海外市场构成逆转。$国企指数(HSCEI)$ $红筹指数(HSCCI)$ 二、陆港通观察:金融、大消费方向继续凸显配置价值 延续一季度时期的风格,陆港通净流入仍然是以金融、大消费为主。净流入居前的金融公司主要有$中国平安(02318)$ 、$兴业银行(601166)$ 、$建设银行(00939)$ 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share it?","text":"Great ariticle, would you like to share 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happened last night was epic. Let me explain. 先声明,许多信息都来自于信息碎片、流言蜚语、新闻报道、以及我圈内朋友的讨论。彼此之间串联起的,比较有逻辑联系的一副拼图,可能可以还原一部分真相,不一定是事实,甚至有可能完全不是事实,请明鉴。 另外一个很重要的背景是,本周中概股多数下跌。究其原因,或许是前期涨幅较大股票的估值修复需要,或许是两强关系的新一轮突突突,或许是holding foreign companies accountable对于中概股退市的咋呼 ,总之市场对于中概股是有向下压力的,这个我认为是很重要的背景,没有这个背景,故事应该不会发生。 我们来盘一下时间线。 昨晚,首先是圈子里爆出,高盛正在拉皮条,为一宗 block trade(美股大宗交易)寻找买家,从信息中可以看出,这笔大宗交易包含 1000万股百度,185美元-市价出;5000万股腾讯音乐,17.6美元-市价出,3200万股 唯品会,27.6美元-mkt出。 量极大,且都比当时市价要低了不少。于是坊间猜测是有杠杆玩得比较大的同事体量也比较大的基金爆仓了。 加之教育行业新规,一时间中概股哀鸿遍野,跌妈不认。都跌懵了。 还有网传的雪湖的接盘邮件,想吃掉百度、腾讯音乐、唯品会各5000万美金的量。似乎佐证了GS在拉皮条寻求交易的事实。当然我不知道雪湖的内控是咋搞的,这种邮件也能泄露出来,这还不得打屁股。当然也有可能是PS的who knows。 百度、腾讯音乐、唯品会,这些股票。他们的共同点就是,都是前期比较强势的中概股,然后在本周三开始,在没有任何内部利空的情况下,开始暴跌。在没有任何背景信息的情况下,我们只能认为这是由于中概股受压,前期获利盘了解离场,并可能触发了某些机构的margin call而被强平。甚至不排除一些算法交易玩家积极地参与做空,赚趋势","listText":"What happened last night was epic. 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When do you buy?","listText":"CS,GS,NMR,JPM. When do you buy?","text":"CS,GS,NMR,JPM. When do you buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355194899","repostId":"1131213558","repostType":4,"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355198543,"gmtCreate":1617032752982,"gmtModify":1634522992740,"author":{"id":"3571021579663328","authorId":"3571021579663328","name":"Jojojojo","avatar":"https://static.tigerbbs.com/4438881bf4afbeff6a19700fe39e96b2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571021579663328","authorIdStr":"3571021579663328"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share 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