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陈青牛牛
2022-04-15
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2024-11-11
虽然希望有，但是……，梦想成真吧
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2022-09-22
$零跑汽车(09863)$
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","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> ","text":"$小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/b61496d1385ef374bc8577b7e3a04257","width":"1012","height":"1915"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369864929616000","isVote":1,"tweetType":1,"viewCount":3369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":369865410719928,"gmtCreate":1731316765624,"gmtModify":1731316767147,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","htmlText":"虽然希望有，但是……，梦想成真吧","listText":"虽然希望有，但是……，梦想成真吧","text":"虽然希望有，但是……，梦想成真吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369865410719928","isVote":1,"tweetType":1,"viewCount":1990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661885021,"gmtCreate":1663831363763,"gmtModify":1663831365305,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>外观憨憨，呆萌可爱；智能配置可人脸识别、疲劳检测。","text":"$零跑汽车(09863)$外观憨憨，呆萌可爱；智能配置可人脸识别、疲劳检测。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661882453","isVote":1,"tweetType":1,"viewCount":3765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689423166,"gmtCreate":1655799360659,"gmtModify":1704863200525,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","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/689423166","repostId":"680658099","repostType":1,"repost":{"id":680658099,"gmtCreate":1655048508713,"gmtModify":1704860985796,"author":{"id":"3515063867911050","authorId":"3515063867911050","name":"Jackson和您畅谈I","avatar":"https://static.tigerbbs.com/26aa553637f65cb856170595ee45396d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3515063867911050","idStr":"3515063867911050"},"themes":[],"title":"特斯拉申请1:3拆股，这次股价会和2020年一样上涨80%吗？","htmlText":"美东时间6月10日周五美股盘后交易开始时，特斯拉向SEC提交了Proxy 14A，申请1:3拆股-这是本月继谷歌和亚马逊拆股以来又一大大型科技股拆股。受此特斯拉投资者长期以来期待的拆股好消息的落地，特斯拉股价在盘后交易期间上涨了1.91%。因为特斯拉当天696.96-713美金/股的股价已经非常reasonable, multiple仅为特斯拉2022年earning的54x（如我们一直有分享，特斯拉是一直处于行业领导地位、年度增长为40%及以上且无负债、今年有180亿美金现金的创新型科技公司），离高盛、摩根大通、UBS、Wedbush等华尔街大行的1000美金及以上的目标价还有30%的上涨空间，所以我们和我们的投资人选择了加仓的投资策略，因为正如公司所说，拆股会：1）让特斯拉的员工更灵活地管理特斯拉的股票资产；2）让散户更能买得起特斯拉的股票；因此一般大型公司拆股会在短期刺激公司股价上涨，比如特斯拉在2020年申请了1:5拆股的当月股价就上涨了80%。当然大家问的最多的是，这次是否也是这样？我想，答案是：短期内，是会上涨的。但是否会有80%的上涨，得看具体宏观经济的情况（见我们今年每周的分析，尤其是最近的2篇分析）：1. 美国通胀并没有见顶：周五10号的美国CPI数据可以说是吓坏了市场，当几乎大部分经济学家和投资人都认为美国通胀已经见顶的时候，周五10号出炉的数据直接推翻了这样的说法，数据告诉我们，我们一直采用的哈佛大学经济学教授、前美国财政部长Larry Summers及剑桥大学Queens College院长兼Allianz顾问Mohamed El-Erian关于通胀的论文和观点更加符合目前通胀数据事实，而Fed美联储一直是benhind the curve。这在周五市场大跌、美国国债收益率极具上升及2Y和10年国债收益率倒挂就可以看到市场对经济recession的担","listText":"美东时间6月10日周五美股盘后交易开始时，特斯拉向SEC提交了Proxy 14A，申请1:3拆股-这是本月继谷歌和亚马逊拆股以来又一大大型科技股拆股。受此特斯拉投资者长期以来期待的拆股好消息的落地，特斯拉股价在盘后交易期间上涨了1.91%。因为特斯拉当天696.96-713美金/股的股价已经非常reasonable, multiple仅为特斯拉2022年earning的54x（如我们一直有分享，特斯拉是一直处于行业领导地位、年度增长为40%及以上且无负债、今年有180亿美金现金的创新型科技公司），离高盛、摩根大通、UBS、Wedbush等华尔街大行的1000美金及以上的目标价还有30%的上涨空间，所以我们和我们的投资人选择了加仓的投资策略，因为正如公司所说，拆股会：1）让特斯拉的员工更灵活地管理特斯拉的股票资产；2）让散户更能买得起特斯拉的股票；因此一般大型公司拆股会在短期刺激公司股价上涨，比如特斯拉在2020年申请了1:5拆股的当月股价就上涨了80%。当然大家问的最多的是，这次是否也是这样？我想，答案是：短期内，是会上涨的。但是否会有80%的上涨，得看具体宏观经济的情况（见我们今年每周的分析，尤其是最近的2篇分析）：1. 美国通胀并没有见顶：周五10号的美国CPI数据可以说是吓坏了市场，当几乎大部分经济学家和投资人都认为美国通胀已经见顶的时候，周五10号出炉的数据直接推翻了这样的说法，数据告诉我们，我们一直采用的哈佛大学经济学教授、前美国财政部长Larry Summers及剑桥大学Queens College院长兼Allianz顾问Mohamed El-Erian关于通胀的论文和观点更加符合目前通胀数据事实，而Fed美联储一直是benhind the curve。这在周五市场大跌、美国国债收益率极具上升及2Y和10年国债收益率倒挂就可以看到市场对经济recession的担","text":"美东时间6月10日周五美股盘后交易开始时，特斯拉向SEC提交了Proxy 14A，申请1:3拆股-这是本月继谷歌和亚马逊拆股以来又一大大型科技股拆股。受此特斯拉投资者长期以来期待的拆股好消息的落地，特斯拉股价在盘后交易期间上涨了1.91%。因为特斯拉当天696.96-713美金/股的股价已经非常reasonable, multiple仅为特斯拉2022年earning的54x（如我们一直有分享，特斯拉是一直处于行业领导地位、年度增长为40%及以上且无负债、今年有180亿美金现金的创新型科技公司），离高盛、摩根大通、UBS、Wedbush等华尔街大行的1000美金及以上的目标价还有30%的上涨空间，所以我们和我们的投资人选择了加仓的投资策略，因为正如公司所说，拆股会：1）让特斯拉的员工更灵活地管理特斯拉的股票资产；2）让散户更能买得起特斯拉的股票；因此一般大型公司拆股会在短期刺激公司股价上涨，比如特斯拉在2020年申请了1:5拆股的当月股价就上涨了80%。当然大家问的最多的是，这次是否也是这样？我想，答案是：短期内，是会上涨的。但是否会有80%的上涨，得看具体宏观经济的情况（见我们今年每周的分析，尤其是最近的2篇分析）：1. 美国通胀并没有见顶：周五10号的美国CPI数据可以说是吓坏了市场，当几乎大部分经济学家和投资人都认为美国通胀已经见顶的时候，周五10号出炉的数据直接推翻了这样的说法，数据告诉我们，我们一直采用的哈佛大学经济学教授、前美国财政部长Larry Summers及剑桥大学Queens College院长兼Allianz顾问Mohamed El-Erian关于通胀的论文和观点更加符合目前通胀数据事实，而Fed美联储一直是benhind the curve。这在周五市场大跌、美国国债收益率极具上升及2Y和10年国债收益率倒挂就可以看到市场对经济recession的担","images":[{"img":"https://static.tigerbbs.com/06e2e84fe5cd230df06c3addb32c0c80","width":"1125","height":"1181"},{"img":"https://static.tigerbbs.com/623e6e07049304debd2fd2b495d00ad3","width":"1063","height":"582"},{"img":"https://static.tigerbbs.com/b5a7bb7b0ca519401932c4e304f30f07","width":"946","height":"2048"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680658099","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689423957,"gmtCreate":1655799352082,"gmtModify":1704863200182,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","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/689423957","repostId":"689050831","repostType":1,"repost":{"id":689050831,"gmtCreate":1655300048932,"gmtModify":1704861840755,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"FOMC市场两极分化，特斯拉惊现巨额put大单","htmlText":"美联储将在北京时间周四（6月16日）2：00公布利率决议，目前市场预期6月份加息75基点。但我认为这次FOMC更多着墨于7月之后的货币政策规划。毕竟在本次会议之前美联储多位官员出面就50基点预期进行沟通，如果因为一个CPI数据说变就变，那之后这样的市场沟通就没有任何意义了。而从历史行情来看，如果加息幅度小于等于75基点，市场大概率会触底反弹，周三大概率收涨。问题是反弹之后的市场走势会如何呢？前车之鉴是，5月4日美联储宣布近22年来紧缩力度最强的货币政策，标普500指数当天却创下了44年来最大的加息日涨幅。然而随后就是持续半个月的大幅下跌，在周120均线附近找到支撑。但在预期兑现方面本次有所不同。5月加息公布前股指呈横盘状态，紧缩的货币政策完全出乎市场意料；而本次FOMC会议前市场充分兑现了加息预期，连续跌了接近10%。所以有没有可能这次信息披露后市场平稳反弹呢？就在我考虑这方面可能性的时候，看到了一张<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的期权异动大单：<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230120%20500.0%20PUT\">$TSLA 20230120 500.0 PUT$</a> 这张行权价为500的put大单，总成交额1481万美元。行权价500是个什么概念呢？恰好位于年5均线上。对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回调点位，大约是3600左右。其他科技巨头的期权也在异动中找到这样的大单，比如英伟达 ","listText":"美联储将在北京时间周四（6月16日）2：00公布利率决议，目前市场预期6月份加息75基点。但我认为这次FOMC更多着墨于7月之后的货币政策规划。毕竟在本次会议之前美联储多位官员出面就50基点预期进行沟通，如果因为一个CPI数据说变就变，那之后这样的市场沟通就没有任何意义了。而从历史行情来看，如果加息幅度小于等于75基点，市场大概率会触底反弹，周三大概率收涨。问题是反弹之后的市场走势会如何呢？前车之鉴是，5月4日美联储宣布近22年来紧缩力度最强的货币政策，标普500指数当天却创下了44年来最大的加息日涨幅。然而随后就是持续半个月的大幅下跌，在周120均线附近找到支撑。但在预期兑现方面本次有所不同。5月加息公布前股指呈横盘状态，紧缩的货币政策完全出乎市场意料；而本次FOMC会议前市场充分兑现了加息预期，连续跌了接近10%。所以有没有可能这次信息披露后市场平稳反弹呢？就在我考虑这方面可能性的时候，看到了一张<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的期权异动大单：<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230120%20500.0%20PUT\">$TSLA 20230120 500.0 PUT$</a> 这张行权价为500的put大单，总成交额1481万美元。行权价500是个什么概念呢？恰好位于年5均线上。对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 回调点位，大约是3600左右。其他科技巨头的期权也在异动中找到这样的大单，比如英伟达 ","text":"美联储将在北京时间周四（6月16日）2：00公布利率决议，目前市场预期6月份加息75基点。但我认为这次FOMC更多着墨于7月之后的货币政策规划。毕竟在本次会议之前美联储多位官员出面就50基点预期进行沟通，如果因为一个CPI数据说变就变，那之后这样的市场沟通就没有任何意义了。而从历史行情来看，如果加息幅度小于等于75基点，市场大概率会触底反弹，周三大概率收涨。问题是反弹之后的市场走势会如何呢？前车之鉴是，5月4日美联储宣布近22年来紧缩力度最强的货币政策，标普500指数当天却创下了44年来最大的加息日涨幅。然而随后就是持续半个月的大幅下跌，在周120均线附近找到支撑。但在预期兑现方面本次有所不同。5月加息公布前股指呈横盘状态，紧缩的货币政策完全出乎市场意料；而本次FOMC会议前市场充分兑现了加息预期，连续跌了接近10%。所以有没有可能这次信息披露后市场平稳反弹呢？就在我考虑这方面可能性的时候，看到了一张$特斯拉(TSLA)$ 的期权异动大单：$TSLA 20230120 500.0 PUT$ 这张行权价为500的put大单，总成交额1481万美元。行权价500是个什么概念呢？恰好位于年5均线上。对应$标普500(.SPX)$ 回调点位，大约是3600左右。其他科技巨头的期权也在异动中找到这样的大单，比如英伟达 ","images":[{"img":"https://static.tigerbbs.com/0df850e5cac9cd59f89c3a1c5bfe5587","width":"1084","height":"1537"},{"img":"https://static.tigerbbs.com/9624c24c98cc9943c1b4524a0bf6f5c1","width":"1170","height":"1330"},{"img":"https://static.tigerbbs.com/1c656ab67c9e890ac49017d174b601e7","width":"1170","height":"1654"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689050831","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689423090,"gmtCreate":1655799344311,"gmtModify":1704863200011,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","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/689423090","repostId":"689321400","repostType":1,"repost":{"id":689321400,"gmtCreate":1655384856257,"gmtModify":1744960824265,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"这届美联储主席有毒，停止做多","htmlText":"标题就是昨晚彻夜观看加息发布会的感想。建议大家如果有条件，追踪一次FOMC的直播，会有很多收获。视频的信息含量要比媒体的文字叙述高很多很多，比如市场行情为什么在会议当天和次日有翻天覆地的变化，如果你看了直播，就能理解这种变化背后的逻辑了。当然收获还不止这一点，下面我就谈谈直播呈现的额外内容，包括对之后股市走势和加息路径的看法。态度比数据更重要昨天的发布会可以分为两部分：北京时间6月16日凌晨两点公布利率决议，凌晨两点半到3点半鲍威尔召开新闻发布会。如图所示区分十分明显：两点利率决议公布后市场立刻跳水下跌，鲍威尔上台进行新闻发布会后立刻反弹，而一小时后发布会结束，股价再度跳水。2：00声明公布后的走势很好解释：虽然符合市场预期，但美联储打破了之前一直沟通的加息50基点，转为加息75基点，市场对于这种操作解读为鹰派，股价跳水。（<a href=\"https://www.federalreserve.gov/newsevents/pressreleases/monetary20220615a.htm\" target=\"_blank\">声明原文链接</a>）重点是鲍威尔上台后市场为何持续上涨？根据直播观察，简单来说，在鲍威尔上台后，股价涨跌就变成了对于鲍威尔演讲态度和演讲措辞的持续反馈。（<a href=\"https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20220615.pdf\" target=\"_blank\">开幕词链接</a>）（<a href=\"https://www.youtube.com/watch?v=Gq4ZvZOoPfI\" target=\"_blank\">视频链接</a>）在2：00声明公布后，市场想从新闻发布会上获得更多现状和决策方面的信息，包含不限于： 为什么选择加息75点， 加息75点会","listText":"标题就是昨晚彻夜观看加息发布会的感想。建议大家如果有条件，追踪一次FOMC的直播，会有很多收获。视频的信息含量要比媒体的文字叙述高很多很多，比如市场行情为什么在会议当天和次日有翻天覆地的变化，如果你看了直播，就能理解这种变化背后的逻辑了。当然收获还不止这一点，下面我就谈谈直播呈现的额外内容，包括对之后股市走势和加息路径的看法。态度比数据更重要昨天的发布会可以分为两部分：北京时间6月16日凌晨两点公布利率决议，凌晨两点半到3点半鲍威尔召开新闻发布会。如图所示区分十分明显：两点利率决议公布后市场立刻跳水下跌，鲍威尔上台进行新闻发布会后立刻反弹，而一小时后发布会结束，股价再度跳水。2：00声明公布后的走势很好解释：虽然符合市场预期，但美联储打破了之前一直沟通的加息50基点，转为加息75基点，市场对于这种操作解读为鹰派，股价跳水。（<a href=\"https://www.federalreserve.gov/newsevents/pressreleases/monetary20220615a.htm\" target=\"_blank\">声明原文链接</a>）重点是鲍威尔上台后市场为何持续上涨？根据直播观察，简单来说，在鲍威尔上台后，股价涨跌就变成了对于鲍威尔演讲态度和演讲措辞的持续反馈。（<a href=\"https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20220615.pdf\" target=\"_blank\">开幕词链接</a>）（<a href=\"https://www.youtube.com/watch?v=Gq4ZvZOoPfI\" target=\"_blank\">视频链接</a>）在2：00声明公布后，市场想从新闻发布会上获得更多现状和决策方面的信息，包含不限于： 为什么选择加息75点， 加息75点会","text":"标题就是昨晚彻夜观看加息发布会的感想。建议大家如果有条件，追踪一次FOMC的直播，会有很多收获。视频的信息含量要比媒体的文字叙述高很多很多，比如市场行情为什么在会议当天和次日有翻天覆地的变化，如果你看了直播，就能理解这种变化背后的逻辑了。当然收获还不止这一点，下面我就谈谈直播呈现的额外内容，包括对之后股市走势和加息路径的看法。态度比数据更重要昨天的发布会可以分为两部分：北京时间6月16日凌晨两点公布利率决议，凌晨两点半到3点半鲍威尔召开新闻发布会。如图所示区分十分明显：两点利率决议公布后市场立刻跳水下跌，鲍威尔上台进行新闻发布会后立刻反弹，而一小时后发布会结束，股价再度跳水。2：00声明公布后的走势很好解释：虽然符合市场预期，但美联储打破了之前一直沟通的加息50基点，转为加息75基点，市场对于这种操作解读为鹰派，股价跳水。（声明原文链接）重点是鲍威尔上台后市场为何持续上涨？根据直播观察，简单来说，在鲍威尔上台后，股价涨跌就变成了对于鲍威尔演讲态度和演讲措辞的持续反馈。（开幕词链接）（视频链接）在2：00声明公布后，市场想从新闻发布会上获得更多现状和决策方面的信息，包含不限于： 为什么选择加息75点， 加息75点会","images":[{"img":"https://static.tigerbbs.com/0b5f81ca63d0d981a259079ee9fa04d9","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689321400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689429725,"gmtCreate":1655799336470,"gmtModify":1704863199840,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","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/689429725","repostId":"680500740","repostType":1,"repost":{"id":680500740,"gmtCreate":1655125724105,"gmtModify":1704861204725,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【老虎八周年】盖楼送祝福，人人有奖！","htmlText":"老虎今年8岁了，感谢各位虎友一直以来的陪伴。在过去的8年时间，我们从美股出发，把交易不断扩充到港股、英股、星股、澳股、期权期货市场，还推出了闲钱管家、基金超市等产品，一步步实现“一个账户，投资全球”的目标。8年时间，我们从中国走向世界，自两年前实施国际化战略以来，目前超过80%的新融资账户来自国际市场。在新加坡，我们注册人数占据当地20-70岁人口的20%，今年我们更是进军了澳洲新西兰市场。为了回馈广大虎友，我们将会在接下来的一周，每天揭晓一重惊喜好礼，此外我们将会在明天上线一个超级大的福利活动，与虎友们一起开启时光机，瓜分百万豪礼！诚邀虎友们跟小虎一起嗨起来，参与小虎生日大趴。come on！好了，先来揭晓一下今天的小惊喜，小虎君想邀请广大虎友参与盖楼送祝福活动，给投资带来好运，凡是参与的虎友均可获得虎币奖励哦。💡参与方式 转发本帖并在本帖盖楼送祝福，即视为参与成功 🎁活动奖励 凡是在本帖评论区留言的虎友都可以获得88虎币； 除此之外，我们还会给每位踩中楼层数有8的虎友送出100虎币（严禁连续回帖≥3层）； 评论区@你的好友一起参加活动可以获得10虎币（上限100虎币）。 ⏰活动时间 即日起-6月20日 📒特别说明 严禁抄袭、剽窃，一旦发现将取消参赛资格； 禁止发布黄色，暴力，涉毒等不良违法图片及相关文字； 活动最终解释权归老虎社区所有。<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"老虎今年8岁了，感谢各位虎友一直以来的陪伴。在过去的8年时间，我们从美股出发，把交易不断扩充到港股、英股、星股、澳股、期权期货市场，还推出了闲钱管家、基金超市等产品，一步步实现“一个账户，投资全球”的目标。8年时间，我们从中国走向世界，自两年前实施国际化战略以来，目前超过80%的新融资账户来自国际市场。在新加坡，我们注册人数占据当地20-70岁人口的20%，今年我们更是进军了澳洲新西兰市场。为了回馈广大虎友，我们将会在接下来的一周，每天揭晓一重惊喜好礼，此外我们将会在明天上线一个超级大的福利活动，与虎友们一起开启时光机，瓜分百万豪礼！诚邀虎友们跟小虎一起嗨起来，参与小虎生日大趴。come on！好了，先来揭晓一下今天的小惊喜，小虎君想邀请广大虎友参与盖楼送祝福活动，给投资带来好运，凡是参与的虎友均可获得虎币奖励哦。💡参与方式 转发本帖并在本帖盖楼送祝福，即视为参与成功 🎁活动奖励 凡是在本帖评论区留言的虎友都可以获得88虎币； 除此之外，我们还会给每位踩中楼层数有8的虎友送出100虎币（严禁连续回帖≥3层）； 评论区@你的好友一起参加活动可以获得10虎币（上限100虎币）。 ⏰活动时间 即日起-6月20日 📒特别说明 严禁抄袭、剽窃，一旦发现将取消参赛资格； 禁止发布黄色，暴力，涉毒等不良违法图片及相关文字； 活动最终解释权归老虎社区所有。<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"老虎今年8岁了，感谢各位虎友一直以来的陪伴。在过去的8年时间，我们从美股出发，把交易不断扩充到港股、英股、星股、澳股、期权期货市场，还推出了闲钱管家、基金超市等产品，一步步实现“一个账户，投资全球”的目标。8年时间，我们从中国走向世界，自两年前实施国际化战略以来，目前超过80%的新融资账户来自国际市场。在新加坡，我们注册人数占据当地20-70岁人口的20%，今年我们更是进军了澳洲新西兰市场。为了回馈广大虎友，我们将会在接下来的一周，每天揭晓一重惊喜好礼，此外我们将会在明天上线一个超级大的福利活动，与虎友们一起开启时光机，瓜分百万豪礼！诚邀虎友们跟小虎一起嗨起来，参与小虎生日大趴。come on！好了，先来揭晓一下今天的小惊喜，小虎君想邀请广大虎友参与盖楼送祝福活动，给投资带来好运，凡是参与的虎友均可获得虎币奖励哦。💡参与方式 转发本帖并在本帖盖楼送祝福，即视为参与成功 🎁活动奖励 凡是在本帖评论区留言的虎友都可以获得88虎币； 除此之外，我们还会给每位踩中楼层数有8的虎友送出100虎币（严禁连续回帖≥3层）； 评论区@你的好友一起参加活动可以获得10虎币（上限100虎币）。 ⏰活动时间 即日起-6月20日 📒特别说明 严禁抄袭、剽窃，一旦发现将取消参赛资格； 禁止发布黄色，暴力，涉毒等不良违法图片及相关文字； 活动最终解释权归老虎社区所有。$老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/d23d150f1e0aeb4f061bf41331ac4bf4","width":"750","height":"375"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680500740","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689429473,"gmtCreate":1655799327396,"gmtModify":1704863199670,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","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/689429473","repostId":"689013670","repostType":1,"repost":{"id":689013670,"gmtCreate":1655284288814,"gmtModify":1704861775503,"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"212008496769156","idStr":"212008496769156"},"themes":[],"title":"聊一聊火热的6月加息，对股市影响的3种说法","htmlText":"最近没有什么事件的影响力能比得上美联储的利率决议了。上周美国5月通胀超超超预期，一系列“后果”显现：1.美债利率跳升，10年美债收益率跳升至近3.5%；2.美元快速走强，美元指数突破105；3.美股连跌5个交易日，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 5个交易日大跌10%。一副灾难前景象。本周，5年期和30年期的美债收益率再次出现倒挂，没有现金流的资产或者远端现金流资产面临更大压力。市场一致认为：美联储需要一个更为陡峭的加息路径，才能实现控制通胀的政策目标。芝加哥商品交易所（CME）的美联储观察工具，从6月10日至15日，美联储在本周加息75个基点的可能性已从23.2%上升至98.6%，并且在7月份也来一次75个基点的加息，才有可能实现到明年年初联邦基金在3.25%-3.50%的范围。来源：CME通胀飙升得一塌糊涂，美联储本来也是“帮凶”之一，因为他们在该重视的时候选择了视而不见。但现在不是追责的时候，而是要讨论眼下的解决方案。说法1：美联储需要让股市下跌。已经是财政部长的前美联储主席在上个月曾说过，虽然美股今年下跌了不少，但是美国股市资产估值依然偏高。而作为“鸽派”的前纽约联储主席比尔·杜德利 (Bill Dudley)也说，如果股票不下跌，美联储需要强迫它们下跌。因为这都是“紧缩金融政策”的必要。仔细算来，从80年代保罗沃尔克战胜通胀以来，美联储面对的问题一直就是如何应对“紧缩”的环境，因此，货币政策都是倾向于提高就业率、增加消费，从而实现财富效应，因此，二十年来，IR401(k)账户的余额在不断增加，美国人民消费力也在上升。但现在不一样了，如果股票继续上涨，那就会使得消费者有更充足的资产来刺激消费，并且他们的需求会不断加剧通胀。因此美联储不惜让股市下跌，或者房地产下跌","listText":"最近没有什么事件的影响力能比得上美联储的利率决议了。上周美国5月通胀超超超预期，一系列“后果”显现：1.美债利率跳升，10年美债收益率跳升至近3.5%；2.美元快速走强，美元指数突破105；3.美股连跌5个交易日，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 5个交易日大跌10%。一副灾难前景象。本周，5年期和30年期的美债收益率再次出现倒挂，没有现金流的资产或者远端现金流资产面临更大压力。市场一致认为：美联储需要一个更为陡峭的加息路径，才能实现控制通胀的政策目标。芝加哥商品交易所（CME）的美联储观察工具，从6月10日至15日，美联储在本周加息75个基点的可能性已从23.2%上升至98.6%，并且在7月份也来一次75个基点的加息，才有可能实现到明年年初联邦基金在3.25%-3.50%的范围。来源：CME通胀飙升得一塌糊涂，美联储本来也是“帮凶”之一，因为他们在该重视的时候选择了视而不见。但现在不是追责的时候，而是要讨论眼下的解决方案。说法1：美联储需要让股市下跌。已经是财政部长的前美联储主席在上个月曾说过，虽然美股今年下跌了不少，但是美国股市资产估值依然偏高。而作为“鸽派”的前纽约联储主席比尔·杜德利 (Bill Dudley)也说，如果股票不下跌，美联储需要强迫它们下跌。因为这都是“紧缩金融政策”的必要。仔细算来，从80年代保罗沃尔克战胜通胀以来，美联储面对的问题一直就是如何应对“紧缩”的环境，因此，货币政策都是倾向于提高就业率、增加消费，从而实现财富效应，因此，二十年来，IR401(k)账户的余额在不断增加，美国人民消费力也在上升。但现在不一样了，如果股票继续上涨，那就会使得消费者有更充足的资产来刺激消费，并且他们的需求会不断加剧通胀。因此美联储不惜让股市下跌，或者房地产下跌","text":"最近没有什么事件的影响力能比得上美联储的利率决议了。上周美国5月通胀超超超预期，一系列“后果”显现：1.美债利率跳升，10年美债收益率跳升至近3.5%；2.美元快速走强，美元指数突破105；3.美股连跌5个交易日，$标普500(.SPX)$ 5个交易日大跌10%。一副灾难前景象。本周，5年期和30年期的美债收益率再次出现倒挂，没有现金流的资产或者远端现金流资产面临更大压力。市场一致认为：美联储需要一个更为陡峭的加息路径，才能实现控制通胀的政策目标。芝加哥商品交易所（CME）的美联储观察工具，从6月10日至15日，美联储在本周加息75个基点的可能性已从23.2%上升至98.6%，并且在7月份也来一次75个基点的加息，才有可能实现到明年年初联邦基金在3.25%-3.50%的范围。来源：CME通胀飙升得一塌糊涂，美联储本来也是“帮凶”之一，因为他们在该重视的时候选择了视而不见。但现在不是追责的时候，而是要讨论眼下的解决方案。说法1：美联储需要让股市下跌。已经是财政部长的前美联储主席在上个月曾说过，虽然美股今年下跌了不少，但是美国股市资产估值依然偏高。而作为“鸽派”的前纽约联储主席比尔·杜德利 (Bill Dudley)也说，如果股票不下跌，美联储需要强迫它们下跌。因为这都是“紧缩金融政策”的必要。仔细算来，从80年代保罗沃尔克战胜通胀以来，美联储面对的问题一直就是如何应对“紧缩”的环境，因此，货币政策都是倾向于提高就业率、增加消费，从而实现财富效应，因此，二十年来，IR401(k)账户的余额在不断增加，美国人民消费力也在上升。但现在不一样了，如果股票继续上涨，那就会使得消费者有更充足的资产来刺激消费，并且他们的需求会不断加剧通胀。因此美联储不惜让股市下跌，或者房地产下跌","images":[{"img":"https://static.tigerbbs.com/66f825284b8db4be19f6434c0ab490df","width":"1765","height":"734"},{"img":"https://static.tigerbbs.com/c08c170841f6f3b6d64eedd52a24305a","width":"774","height":"457"},{"img":"https://static.tigerbbs.com/8f54f33d6c390e300a6afdc2bc1816f9","width":"997","height":"387"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689013670","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1713,"gmtBegin":1655284926924,"gmtEnd":1655504492267,"type":1,"upper":1,"title":"如果你是鲍威尔，你会如何选择？","choices":[{"id":6319,"sort":1,"name":"干脆摆烂，不加息","userSize":45,"voted":false},{"id":6320,"sort":2,"name":"遵守承诺，加息50bps","userSize":60,"voted":false},{"id":6321,"sort":3,"name":"臣服市场，加息75bps","userSize":114,"voted":false},{"id":6322,"sort":4,"name":"一次解决，加息100bps或以上","userSize":130,"voted":false}]},"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689464793,"gmtCreate":1655798219517,"gmtModify":1704863194699,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09633\">$农夫山泉(09633)$</a>加油","listText":"<a href=\"https://laohu8.com/S/09633\">$农夫山泉(09633)$</a>加油","text":"$农夫山泉(09633)$加油","images":[{"img":"https://static.tigerbbs.com/eaaa4618cff8ea92632b48ac14c3438b","width":"1080","height":"2012"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689464793","isVote":1,"tweetType":1,"viewCount":2425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":689894530,"gmtCreate":1655453813023,"gmtModify":1704862440022,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","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/689894530","repostId":"617250765","repostType":1,"repost":{"id":617250765,"gmtCreate":1654476028158,"gmtModify":1704859431397,"author":{"id":"3476843710285521","authorId":"3476843710285521","name":"从九千到九千万","avatar":"https://static.tigerbbs.com/838c12f10c207f6cada72f676049e09c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3476843710285521","idStr":"3476843710285521"},"themes":[],"title":"说说美股：下周大盘和下半年走势","htmlText":"今天简单说一下大盘。SPY上周收盘410，QQQ收盘306。短期来说，5月20号触及了最低点位是380，看起来短期已经走出底部，来到反弹中的一个局部高点，接下来，下周我觉得应该还会继续向下调整到400附近，可能会在403附近，我会考虑低位的时候进场做CALL，在周五的CPI数据后开始再次上涨。因为在很短的时间内，没有任何好消息可以推动市场上涨，我们将迎来一次轻微的回调。今年上半年即将结束，我们已经处于一定程度的经济衰退中，大多数科技公司开始裁员（TSLA裁员10%）。汽油价格仍然高居不下，人们将减少了夏季旅行，减少消费。从经济衰退的定义中连续两个季度的GDP下降就已经造成了客观的衰退，消费降低，消费降级绝对是趋势中的观念。CPI数据在3月达到顶峰，4月开始渐渐下降。就像这种数字一样，一旦它开始扭转趋势，就很难迅速改变方向。因此，我认为6月10日上午8:30公布的5月CPI数字将低于8.3%。在这中间可能会有FED关于加息的讲话，以推动上升趋势。从技术上讲，SPY有必要测试20天移动平均线的支撑位，大约在403-405左右。如果该支撑保持住，我们就会走高。7月初，根据这次的上升趋势来看，有望冲击4400附近的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> ","listText":"今天简单说一下大盘。SPY上周收盘410，QQQ收盘306。短期来说，5月20号触及了最低点位是380，看起来短期已经走出底部，来到反弹中的一个局部高点，接下来，下周我觉得应该还会继续向下调整到400附近，可能会在403附近，我会考虑低位的时候进场做CALL，在周五的CPI数据后开始再次上涨。因为在很短的时间内，没有任何好消息可以推动市场上涨，我们将迎来一次轻微的回调。今年上半年即将结束，我们已经处于一定程度的经济衰退中，大多数科技公司开始裁员（TSLA裁员10%）。汽油价格仍然高居不下，人们将减少了夏季旅行，减少消费。从经济衰退的定义中连续两个季度的GDP下降就已经造成了客观的衰退，消费降低，消费降级绝对是趋势中的观念。CPI数据在3月达到顶峰，4月开始渐渐下降。就像这种数字一样，一旦它开始扭转趋势，就很难迅速改变方向。因此，我认为6月10日上午8:30公布的5月CPI数字将低于8.3%。在这中间可能会有FED关于加息的讲话，以推动上升趋势。从技术上讲，SPY有必要测试20天移动平均线的支撑位，大约在403-405左右。如果该支撑保持住，我们就会走高。7月初，根据这次的上升趋势来看，有望冲击4400附近的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> ","text":"今天简单说一下大盘。SPY上周收盘410，QQQ收盘306。短期来说，5月20号触及了最低点位是380，看起来短期已经走出底部，来到反弹中的一个局部高点，接下来，下周我觉得应该还会继续向下调整到400附近，可能会在403附近，我会考虑低位的时候进场做CALL，在周五的CPI数据后开始再次上涨。因为在很短的时间内，没有任何好消息可以推动市场上涨，我们将迎来一次轻微的回调。今年上半年即将结束，我们已经处于一定程度的经济衰退中，大多数科技公司开始裁员（TSLA裁员10%）。汽油价格仍然高居不下，人们将减少了夏季旅行，减少消费。从经济衰退的定义中连续两个季度的GDP下降就已经造成了客观的衰退，消费降低，消费降级绝对是趋势中的观念。CPI数据在3月达到顶峰，4月开始渐渐下降。就像这种数字一样，一旦它开始扭转趋势，就很难迅速改变方向。因此，我认为6月10日上午8:30公布的5月CPI数字将低于8.3%。在这中间可能会有FED关于加息的讲话，以推动上升趋势。从技术上讲，SPY有必要测试20天移动平均线的支撑位，大约在403-405左右。如果该支撑保持住，我们就会走高。7月初，根据这次的上升趋势来看，有望冲击4400附近的位置。$特斯拉(TSLA)$ $苹果(AAPL)$ $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/f4f3c166545872c42f60838a66b97c76","width":"1080","height":"489"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617250765","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689894249,"gmtCreate":1655453799484,"gmtModify":1704862439850,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","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/689894249","repostId":"680097004","repostType":1,"repost":{"id":680097004,"gmtCreate":1654668629310,"gmtModify":1704860032616,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"美团翻倍，快手暴涨，现在加仓中概股还来得及吗？","htmlText":"说一个令人震惊的事实：美团刚刚翻倍了！三个月前，中概股遭遇流动性危机，美团日内跌幅达到惊人的17%，从那时的最低点算起，美团在今天走出了翻倍行情！快手的表现虽然差了点，但涨幅也超过了65%！还有更牛逼的新能源汽车，凭借高度景气，在3月股灾中跌幅十分克制，而市场大环境稍稍回暖，几只代表性个股，如比亚迪股份、理想汽车-W、蔚来-SW就逼近了历史新高！中概股即将走出泥潭，现在加仓还来得及吗？此次中概暴涨，个人觉得有2方面因素支撑，一是基本面企稳，二是技术面共振。基本面方面，美团、快手、阿里巴巴、京东、拼多多、小米等代表性个股的一季报超出市场预期，具体可见相应的财报分析文章：《<a href=\"https://www.laohu8.com/post/614360861\" target=\"_blank\">快手Q1：世道艰难，增长不易！</a>》《<a href=\"https://www.laohu8.com/post/615205023\" target=\"_blank\">不出所料，小米一季报很惨！</a>》《<a href=\"https://www.laohu8.com/post/615350379\" target=\"_blank\">营收、口碑双丰收，京东Q1笑傲华尔街！</a>》《<a href=\"https://www.laohu8.com/post/612802136\" target=\"_blank\">理想汽车Q1：最大的利好就是估值低！</a>》其中，中概股财报超预期，并不是说他们一季度业绩有多好，而是在市场极度悲观之下，最终的成绩单并没有想象中那么差劲。而腾讯控股的一季报略不及市场预期，在此轮反弹行情中，涨幅落后于其他，可见市场爱憎分明！除了一季报业绩之外，中概股政策面也是好消息频传，游戏版号二次发放、滴滴新用户重新注册，加上二季度国内经济困难，市场猜测国家不会再对互联网有","listText":"说一个令人震惊的事实：美团刚刚翻倍了！三个月前，中概股遭遇流动性危机，美团日内跌幅达到惊人的17%，从那时的最低点算起，美团在今天走出了翻倍行情！快手的表现虽然差了点，但涨幅也超过了65%！还有更牛逼的新能源汽车，凭借高度景气，在3月股灾中跌幅十分克制，而市场大环境稍稍回暖，几只代表性个股，如比亚迪股份、理想汽车-W、蔚来-SW就逼近了历史新高！中概股即将走出泥潭，现在加仓还来得及吗？此次中概暴涨，个人觉得有2方面因素支撑，一是基本面企稳，二是技术面共振。基本面方面，美团、快手、阿里巴巴、京东、拼多多、小米等代表性个股的一季报超出市场预期，具体可见相应的财报分析文章：《<a href=\"https://www.laohu8.com/post/614360861\" target=\"_blank\">快手Q1：世道艰难，增长不易！</a>》《<a href=\"https://www.laohu8.com/post/615205023\" target=\"_blank\">不出所料，小米一季报很惨！</a>》《<a href=\"https://www.laohu8.com/post/615350379\" target=\"_blank\">营收、口碑双丰收，京东Q1笑傲华尔街！</a>》《<a href=\"https://www.laohu8.com/post/612802136\" target=\"_blank\">理想汽车Q1：最大的利好就是估值低！</a>》其中，中概股财报超预期，并不是说他们一季度业绩有多好，而是在市场极度悲观之下，最终的成绩单并没有想象中那么差劲。而腾讯控股的一季报略不及市场预期，在此轮反弹行情中，涨幅落后于其他，可见市场爱憎分明！除了一季报业绩之外，中概股政策面也是好消息频传，游戏版号二次发放、滴滴新用户重新注册，加上二季度国内经济困难，市场猜测国家不会再对互联网有","text":"说一个令人震惊的事实：美团刚刚翻倍了！三个月前，中概股遭遇流动性危机，美团日内跌幅达到惊人的17%，从那时的最低点算起，美团在今天走出了翻倍行情！快手的表现虽然差了点，但涨幅也超过了65%！还有更牛逼的新能源汽车，凭借高度景气，在3月股灾中跌幅十分克制，而市场大环境稍稍回暖，几只代表性个股，如比亚迪股份、理想汽车-W、蔚来-SW就逼近了历史新高！中概股即将走出泥潭，现在加仓还来得及吗？此次中概暴涨，个人觉得有2方面因素支撑，一是基本面企稳，二是技术面共振。基本面方面，美团、快手、阿里巴巴、京东、拼多多、小米等代表性个股的一季报超出市场预期，具体可见相应的财报分析文章：《快手Q1：世道艰难，增长不易！》《不出所料，小米一季报很惨！》《营收、口碑双丰收，京东Q1笑傲华尔街！》《理想汽车Q1：最大的利好就是估值低！》其中，中概股财报超预期，并不是说他们一季度业绩有多好，而是在市场极度悲观之下，最终的成绩单并没有想象中那么差劲。而腾讯控股的一季报略不及市场预期，在此轮反弹行情中，涨幅落后于其他，可见市场爱憎分明！除了一季报业绩之外，中概股政策面也是好消息频传，游戏版号二次发放、滴滴新用户重新注册，加上二季度国内经济困难，市场猜测国家不会再对互联网有","images":[{"img":"https://static.tigerbbs.com/ef6eecd339a6beb4ff156b45f54922cb","width":"632","height":"337"},{"img":"https://static.tigerbbs.com/c68876a77056d2ff4b15f317b512b921","width":"632","height":"206"},{"img":"https://static.tigerbbs.com/7549b8aa0c2bc2021eef3f0b04ddbc80","width":"632","height":"377"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680097004","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689894623,"gmtCreate":1655453790995,"gmtModify":1704862439679,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","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/689894623","repostId":"680326089","repostType":1,"repost":{"id":680326089,"gmtCreate":1654785047049,"gmtModify":1744960822761,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"期权大单异动：中概股现在还能买吗？","htmlText":"CPI之前，市场交易还是很清淡，唯独中概除外。盘前蚂蚁公司在上市和不上市之间反复横跳，带领一众中概股的走势上蹿下跳，场景蔚为壮观。昨天收盘阿里股价涨幅14%，股价接近3月反弹高点水平，其他中概股也差不多如此，所以目前这个位置的上行阻力较强，回调也是在预期之中，只是没想到会发生如此戏剧性的回调事件。从期权异动方面也可以印证一二。个股期权多空方向比较混乱，建议参考三大中概ETF的期权异动：<a target=\"_blank\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ASHR\">$德银沪深300指数ETF(ASHR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a>首先<a target=\"_blank\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a>成分主要为港股，包括美团阿里京东等港股科技巨头。虽然是港股ETF，但主要成分公司同时也在美股上市，方向判断具有一定的参考性。异动链中最瞩目的百万级别成交对分别为一对同时间下单的call、一对put价差组合和一个单独的put大单。 <a target=\"_blank\" href=\"https://laohu8.com/OPT/FXI%2020220715%2033.0%20CALL\">$FXI 20220715 33.0 CALL$</a>","listText":"CPI之前，市场交易还是很清淡，唯独中概除外。盘前蚂蚁公司在上市和不上市之间反复横跳，带领一众中概股的走势上蹿下跳，场景蔚为壮观。昨天收盘阿里股价涨幅14%，股价接近3月反弹高点水平，其他中概股也差不多如此，所以目前这个位置的上行阻力较强，回调也是在预期之中，只是没想到会发生如此戏剧性的回调事件。从期权异动方面也可以印证一二。个股期权多空方向比较混乱，建议参考三大中概ETF的期权异动：<a target=\"_blank\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ASHR\">$德银沪深300指数ETF(ASHR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a>首先<a target=\"_blank\" href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a>成分主要为港股，包括美团阿里京东等港股科技巨头。虽然是港股ETF，但主要成分公司同时也在美股上市，方向判断具有一定的参考性。异动链中最瞩目的百万级别成交对分别为一对同时间下单的call、一对put价差组合和一个单独的put大单。 <a target=\"_blank\" href=\"https://laohu8.com/OPT/FXI%2020220715%2033.0%20CALL\">$FXI 20220715 33.0 CALL$</a>","text":"CPI之前，市场交易还是很清淡，唯独中概除外。盘前蚂蚁公司在上市和不上市之间反复横跳，带领一众中概股的走势上蹿下跳，场景蔚为壮观。昨天收盘阿里股价涨幅14%，股价接近3月反弹高点水平，其他中概股也差不多如此，所以目前这个位置的上行阻力较强，回调也是在预期之中，只是没想到会发生如此戏剧性的回调事件。从期权异动方面也可以印证一二。个股期权多空方向比较混乱，建议参考三大中概ETF的期权异动：$中国大盘股ETF-iShares(FXI)$ $德银沪深300指数ETF(ASHR)$ $中国海外互联网ETF-KraneShares(KWEB)$首先$中国大盘股ETF-iShares(FXI)$成分主要为港股，包括美团阿里京东等港股科技巨头。虽然是港股ETF，但主要成分公司同时也在美股上市，方向判断具有一定的参考性。异动链中最瞩目的百万级别成交对分别为一对同时间下单的call、一对put价差组合和一个单独的put大单。 $FXI 20220715 33.0 CALL$","images":[{"img":"https://static.tigerbbs.com/6d3386b3dd6f8550cd6e6da0d8f24257","width":"1170","height":"1905"},{"img":"https://static.tigerbbs.com/45657ed0a3799406a5f1c7bfcec80850","width":"1049","height":"1873"},{"img":"https://static.tigerbbs.com/e71108ae6c75c0b7a98ff2fa341923fb","width":"1170","height":"2085"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680326089","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689895562,"gmtCreate":1655453442057,"gmtModify":1704862438301,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01450\">$世纪睿科(01450)$</a>加油翻倍","listText":"<a href=\"https://laohu8.com/S/01450\">$世纪睿科(01450)$</a>加油翻倍","text":"$世纪睿科(01450)$加油翻倍","images":[{"img":"https://static.tigerbbs.com/af81b1b7dbf32d295d812e1af45c22d8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689895562","isVote":1,"tweetType":1,"viewCount":2002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":680783774,"gmtCreate":1655254667500,"gmtModify":1704861621213,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","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/680783774","repostId":"617250765","repostType":1,"repost":{"id":617250765,"gmtCreate":1654476028158,"gmtModify":1704859431397,"author":{"id":"3476843710285521","authorId":"3476843710285521","name":"从九千到九千万","avatar":"https://static.tigerbbs.com/838c12f10c207f6cada72f676049e09c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3476843710285521","idStr":"3476843710285521"},"themes":[],"title":"说说美股：下周大盘和下半年走势","htmlText":"今天简单说一下大盘。SPY上周收盘410，QQQ收盘306。短期来说，5月20号触及了最低点位是380，看起来短期已经走出底部，来到反弹中的一个局部高点，接下来，下周我觉得应该还会继续向下调整到400附近，可能会在403附近，我会考虑低位的时候进场做CALL，在周五的CPI数据后开始再次上涨。因为在很短的时间内，没有任何好消息可以推动市场上涨，我们将迎来一次轻微的回调。今年上半年即将结束，我们已经处于一定程度的经济衰退中，大多数科技公司开始裁员（TSLA裁员10%）。汽油价格仍然高居不下，人们将减少了夏季旅行，减少消费。从经济衰退的定义中连续两个季度的GDP下降就已经造成了客观的衰退，消费降低，消费降级绝对是趋势中的观念。CPI数据在3月达到顶峰，4月开始渐渐下降。就像这种数字一样，一旦它开始扭转趋势，就很难迅速改变方向。因此，我认为6月10日上午8:30公布的5月CPI数字将低于8.3%。在这中间可能会有FED关于加息的讲话，以推动上升趋势。从技术上讲，SPY有必要测试20天移动平均线的支撑位，大约在403-405左右。如果该支撑保持住，我们就会走高。7月初，根据这次的上升趋势来看，有望冲击4400附近的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> ","listText":"今天简单说一下大盘。SPY上周收盘410，QQQ收盘306。短期来说，5月20号触及了最低点位是380，看起来短期已经走出底部，来到反弹中的一个局部高点，接下来，下周我觉得应该还会继续向下调整到400附近，可能会在403附近，我会考虑低位的时候进场做CALL，在周五的CPI数据后开始再次上涨。因为在很短的时间内，没有任何好消息可以推动市场上涨，我们将迎来一次轻微的回调。今年上半年即将结束，我们已经处于一定程度的经济衰退中，大多数科技公司开始裁员（TSLA裁员10%）。汽油价格仍然高居不下，人们将减少了夏季旅行，减少消费。从经济衰退的定义中连续两个季度的GDP下降就已经造成了客观的衰退，消费降低，消费降级绝对是趋势中的观念。CPI数据在3月达到顶峰，4月开始渐渐下降。就像这种数字一样，一旦它开始扭转趋势，就很难迅速改变方向。因此，我认为6月10日上午8:30公布的5月CPI数字将低于8.3%。在这中间可能会有FED关于加息的讲话，以推动上升趋势。从技术上讲，SPY有必要测试20天移动平均线的支撑位，大约在403-405左右。如果该支撑保持住，我们就会走高。7月初，根据这次的上升趋势来看，有望冲击4400附近的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> ","text":"今天简单说一下大盘。SPY上周收盘410，QQQ收盘306。短期来说，5月20号触及了最低点位是380，看起来短期已经走出底部，来到反弹中的一个局部高点，接下来，下周我觉得应该还会继续向下调整到400附近，可能会在403附近，我会考虑低位的时候进场做CALL，在周五的CPI数据后开始再次上涨。因为在很短的时间内，没有任何好消息可以推动市场上涨，我们将迎来一次轻微的回调。今年上半年即将结束，我们已经处于一定程度的经济衰退中，大多数科技公司开始裁员（TSLA裁员10%）。汽油价格仍然高居不下，人们将减少了夏季旅行，减少消费。从经济衰退的定义中连续两个季度的GDP下降就已经造成了客观的衰退，消费降低，消费降级绝对是趋势中的观念。CPI数据在3月达到顶峰，4月开始渐渐下降。就像这种数字一样，一旦它开始扭转趋势，就很难迅速改变方向。因此，我认为6月10日上午8:30公布的5月CPI数字将低于8.3%。在这中间可能会有FED关于加息的讲话，以推动上升趋势。从技术上讲，SPY有必要测试20天移动平均线的支撑位，大约在403-405左右。如果该支撑保持住，我们就会走高。7月初，根据这次的上升趋势来看，有望冲击4400附近的位置。$特斯拉(TSLA)$ $苹果(AAPL)$ $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/f4f3c166545872c42f60838a66b97c76","width":"1080","height":"489"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617250765","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680783482,"gmtCreate":1655254657551,"gmtModify":1704861621041,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","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/680783482","repostId":"680097004","repostType":1,"repost":{"id":680097004,"gmtCreate":1654668629310,"gmtModify":1704860032616,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"美团翻倍，快手暴涨，现在加仓中概股还来得及吗？","htmlText":"说一个令人震惊的事实：美团刚刚翻倍了！三个月前，中概股遭遇流动性危机，美团日内跌幅达到惊人的17%，从那时的最低点算起，美团在今天走出了翻倍行情！快手的表现虽然差了点，但涨幅也超过了65%！还有更牛逼的新能源汽车，凭借高度景气，在3月股灾中跌幅十分克制，而市场大环境稍稍回暖，几只代表性个股，如比亚迪股份、理想汽车-W、蔚来-SW就逼近了历史新高！中概股即将走出泥潭，现在加仓还来得及吗？此次中概暴涨，个人觉得有2方面因素支撑，一是基本面企稳，二是技术面共振。基本面方面，美团、快手、阿里巴巴、京东、拼多多、小米等代表性个股的一季报超出市场预期，具体可见相应的财报分析文章：《<a href=\"https://www.laohu8.com/post/614360861\" target=\"_blank\">快手Q1：世道艰难，增长不易！</a>》《<a href=\"https://www.laohu8.com/post/615205023\" target=\"_blank\">不出所料，小米一季报很惨！</a>》《<a href=\"https://www.laohu8.com/post/615350379\" target=\"_blank\">营收、口碑双丰收，京东Q1笑傲华尔街！</a>》《<a href=\"https://www.laohu8.com/post/612802136\" target=\"_blank\">理想汽车Q1：最大的利好就是估值低！</a>》其中，中概股财报超预期，并不是说他们一季度业绩有多好，而是在市场极度悲观之下，最终的成绩单并没有想象中那么差劲。而腾讯控股的一季报略不及市场预期，在此轮反弹行情中，涨幅落后于其他，可见市场爱憎分明！除了一季报业绩之外，中概股政策面也是好消息频传，游戏版号二次发放、滴滴新用户重新注册，加上二季度国内经济困难，市场猜测国家不会再对互联网有","listText":"说一个令人震惊的事实：美团刚刚翻倍了！三个月前，中概股遭遇流动性危机，美团日内跌幅达到惊人的17%，从那时的最低点算起，美团在今天走出了翻倍行情！快手的表现虽然差了点，但涨幅也超过了65%！还有更牛逼的新能源汽车，凭借高度景气，在3月股灾中跌幅十分克制，而市场大环境稍稍回暖，几只代表性个股，如比亚迪股份、理想汽车-W、蔚来-SW就逼近了历史新高！中概股即将走出泥潭，现在加仓还来得及吗？此次中概暴涨，个人觉得有2方面因素支撑，一是基本面企稳，二是技术面共振。基本面方面，美团、快手、阿里巴巴、京东、拼多多、小米等代表性个股的一季报超出市场预期，具体可见相应的财报分析文章：《<a href=\"https://www.laohu8.com/post/614360861\" target=\"_blank\">快手Q1：世道艰难，增长不易！</a>》《<a href=\"https://www.laohu8.com/post/615205023\" target=\"_blank\">不出所料，小米一季报很惨！</a>》《<a href=\"https://www.laohu8.com/post/615350379\" target=\"_blank\">营收、口碑双丰收，京东Q1笑傲华尔街！</a>》《<a href=\"https://www.laohu8.com/post/612802136\" target=\"_blank\">理想汽车Q1：最大的利好就是估值低！</a>》其中，中概股财报超预期，并不是说他们一季度业绩有多好，而是在市场极度悲观之下，最终的成绩单并没有想象中那么差劲。而腾讯控股的一季报略不及市场预期，在此轮反弹行情中，涨幅落后于其他，可见市场爱憎分明！除了一季报业绩之外，中概股政策面也是好消息频传，游戏版号二次发放、滴滴新用户重新注册，加上二季度国内经济困难，市场猜测国家不会再对互联网有","text":"说一个令人震惊的事实：美团刚刚翻倍了！三个月前，中概股遭遇流动性危机，美团日内跌幅达到惊人的17%，从那时的最低点算起，美团在今天走出了翻倍行情！快手的表现虽然差了点，但涨幅也超过了65%！还有更牛逼的新能源汽车，凭借高度景气，在3月股灾中跌幅十分克制，而市场大环境稍稍回暖，几只代表性个股，如比亚迪股份、理想汽车-W、蔚来-SW就逼近了历史新高！中概股即将走出泥潭，现在加仓还来得及吗？此次中概暴涨，个人觉得有2方面因素支撑，一是基本面企稳，二是技术面共振。基本面方面，美团、快手、阿里巴巴、京东、拼多多、小米等代表性个股的一季报超出市场预期，具体可见相应的财报分析文章：《快手Q1：世道艰难，增长不易！》《不出所料，小米一季报很惨！》《营收、口碑双丰收，京东Q1笑傲华尔街！》《理想汽车Q1：最大的利好就是估值低！》其中，中概股财报超预期，并不是说他们一季度业绩有多好，而是在市场极度悲观之下，最终的成绩单并没有想象中那么差劲。而腾讯控股的一季报略不及市场预期，在此轮反弹行情中，涨幅落后于其他，可见市场爱憎分明！除了一季报业绩之外，中概股政策面也是好消息频传，游戏版号二次发放、滴滴新用户重新注册，加上二季度国内经济困难，市场猜测国家不会再对互联网有","images":[{"img":"https://static.tigerbbs.com/ef6eecd339a6beb4ff156b45f54922cb","width":"632","height":"337"},{"img":"https://static.tigerbbs.com/c68876a77056d2ff4b15f317b512b921","width":"632","height":"206"},{"img":"https://static.tigerbbs.com/7549b8aa0c2bc2021eef3f0b04ddbc80","width":"632","height":"377"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680097004","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680783597,"gmtCreate":1655254648320,"gmtModify":1704861620867,"author":{"id":"3572477102262361","authorId":"3572477102262361","name":"陈青牛牛","avatar":"https://static.tigerbbs.com/92a016ffe5fd817585a50160eda68b85","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572477102262361","idStr":"3572477102262361"},"themes":[],"title":"","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/680783597","repostId":"680326089","repostType":1,"repost":{"id":680326089,"gmtCreate":1654785047049,"gmtModify":1744960822761,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"期权大单异动：中概股现在还能买吗？","htmlText":"CPI之前，市场交易还是很清淡，唯独中概除外。盘前蚂蚁公司在上市和不上市之间反复横跳，带领一众中概股的走势上蹿下跳，场景蔚为壮观。昨天收盘阿里股价涨幅14%，股价接近3月反弹高点水平，其他中概股也差不多如此，所以目前这个位置的上行阻力较强，回调也是在预期之中，只是没想到会发生如此戏剧性的回调事件。从期权异动方面也可以印证一二。个股期权多空方向比较混乱，建议参考三大中概ETF的期权异动：<a 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