CelineX的个人主页 - 老虎社区

CelineX

CelineX

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0勋章

2022-03-16

$腾讯控股(00700)$空头平仓了[流泪] [流泪] [流泪] [流泪] 狗头被打爆了[流泪] [流泪] [流泪]

2022-03-15

$拼多多(PDD)$本空头差点被吓死

2021-04-24

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-03-26

这篇文章不错，转发给大家看看

@Yohoho:$Sea Ltd(SE)$It is unbelievable when the person around me starting to purchase something from online platform, from the earlier taobao to lazada, 11 Street etc, and now, all the parcels received at my workplace are labelled with shoppe,my friends starting to shake shoppee coins as a team, my gf sign in daily to keep her commitment in shoppee game for some extra coins. 🤣😅Obviously e-commerse had became a new norm in the country and our daily life, among all, shoppee is the top choice. No matter how the share price fluctuation, I will only sell this company when we no longer use the platform. Otherwise, earn more cash, deploy as dollar cost averaging!

2021-03-25

这篇文章不错，转发给大家看看

@美股队长:周三Moc大资金买入排行榜，nio,ccl,vips,tme,tal上榜

2021-03-18

$哔哩哔哩(BILI)$跌得跟拼多多似的[流泪]

2021-03-17

这篇文章不错，转发给大家看看

@猛虎财经:2020-3-15 ARK旗下基金ARKW买入196517股拼多多，占基金总仓位0.4%。2020-3-16 ARK旗下基金ARKF买入107280股拼多多，占基金总仓位0.4%。ARK旗下基金ARKW买入46500股拼多多，占基金总仓位0.1%。拼多多财报来袭，ARK如此大幅度加仓拼多多，应该十分看好这季度拼多多的财报！目前我也重仓拼多多！$拼多多(PDD)$$ARK Next Generation Internet ETF(ARKW)$$ARK Innovation ETF(ARKK)$

2021-03-09

[流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [流泪]

@画饼仙人马斯克:$台积电(TSM)$期权全是大空单，多头难啊

2021-03-09

$哔哩哔哩(BILI)$不如隔壁爱奇艺和富途，小破站你快雄起[流泪] [流泪] [流泪] [流泪] [流泪] 跌得太疼了[喷血] [喷血] [喷血] [喷血]

2021-03-09

$富途控股(FUTU)$富途意外比bili和拼多多抗跌[捂脸] [捂脸] [捂脸] [捂脸] 果然有利润的公司还是比较抗跌

2021-02-26

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-02-23

这篇文章不错，转发给大家看看

@塔希提岛:转载：高瓴把合伙人干嘉伟派到 SEA

2021-02-20

$拼多多(PDD)$[捂脸] [捂脸] 以后行权日我看到大单堆积的地方一定躲远点[喷血]

2021-02-20

$哔哩哔哩(BILI)$[笑哭] [笑哭] [笑哭] [笑哭] 精准扑杀145，150，155今日大量到期期权[喷血]

2021-02-13

$拼多多(PDD)$快递量都两倍了，股价也给力冲冲冲好吗

2021-02-11

等小米财报了，暂时不卖了，阴跌什么时候是个头

抱歉，原内容已删除

2021-01-31

这篇文章不错，转发给大家看看

@空军大队长:讲一个稀缺的郑爽概念股

2021-01-30

大摩和高盛也看不懂美团的市盈率了哈哈哈

@vision:来猜猜恒指周五收盘价？

2021-01-30

这篇文章不错，转发给大家看看

@小虎访谈:【虎友访谈】前华尔街交易员畅谈“GME世纪逼空大战”

2021-01-22

趴一年，希望是下一个抚顺钢铁

抱歉，原内容已删除

去老虎APP查看更多动态

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[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634159625","isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634326982,"gmtCreate":1647357829014,"gmtModify":1647357829014,"author":{"id":"3573217751240296","authorId":"3573217751240296","name":"CelineX","avatar":"https://static.tigerbbs.com/38d1765982f800e8afc667c674318e9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573217751240296","authorIdStr":"3573217751240296"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>本空头差点被吓死","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>本空头差点被吓死","text":"$拼多多(PDD)$本空头差点被吓死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/634326982","isVote":1,"tweetType":1,"viewCount":2978,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"12012867840342","authorId":"12012867840342","name":"王6688","avatar":"https://static.tigerbbs.com/1b5e09cc776acb2a594bc0fa0eb6772c","crmLevel":6,"crmLevelSwitch":0,"idStr":"12012867840342","authorIdStr":"12012867840342"},"content":"不怕不怕，今晚再给你吃一顿大的","text":"不怕不怕，今晚再给你吃一顿大的","html":"不怕不怕，今晚再给你吃一顿大的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372670295,"gmtCreate":1619215159317,"gmtModify":1619215159317,"author":{"id":"3573217751240296","authorId":"3573217751240296","name":"CelineX","avatar":"https://static.tigerbbs.com/38d1765982f800e8afc667c674318e9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573217751240296","authorIdStr":"3573217751240296"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372670295","repostId":"2129752448","repostType":2,"isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358225744,"gmtCreate":1616707271588,"gmtModify":1616707271588,"author":{"id":"3573217751240296","authorId":"3573217751240296","name":"CelineX","avatar":"https://static.tigerbbs.com/38d1765982f800e8afc667c674318e9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573217751240296","authorIdStr":"3573217751240296"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358225744","repostId":"351710615","repostType":1,"repost":{"id":351710615,"gmtCreate":1616632686837,"gmtModify":1616638075717,"author":{"id":"3572073393757435","authorId":"3572073393757435","name":"Yohoho","avatar":"https://static.tigerbbs.com/8fc7db62ccf1a03732991dc9775beb9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572073393757435","authorIdStr":"3572073393757435"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>It is unbelievable&nbsp;when&nbsp;the person around me starting to purchase something from online platform, from the earlier taobao to lazada, 11 Street etc, and now, all the parcels received at my workplace are labelled with shoppe,my friends starting to shake shoppee coins as a team, my gf sign&nbsp;in daily&nbsp;to&nbsp;keep her commitment in shoppee game for some extra coins. 🤣😅Obviously e-commerse had became a new norm in the country and our daily life, among all, shoppee is the top choice.&nbsp; No matter how the share price fluctuation, I will only sell this company when we no longer use the platform. Otherwise, earn more cash, deploy as dollar cost averaging!&nbsp;","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>It is unbelievable&nbsp;when&nbsp;the person around me starting to purchase something from online platform, from the earlier taobao to lazada, 11 Street etc, and now, all the parcels received at my workplace are labelled with shoppe,my friends starting to shake shoppee coins as a team, my gf sign&nbsp;in daily&nbsp;to&nbsp;keep her commitment in shoppee game for some extra coins. 🤣😅Obviously e-commerse had became a new norm in the country and our daily life, among all, shoppee is the top choice.&nbsp; No matter how the share price fluctuation, I will only sell this company when we no longer use the platform. Otherwise, earn more cash, deploy as dollar cost averaging!&nbsp;","text":"$Sea Ltd(SE)$It is unbelievable when the person around me starting to purchase something from online platform, from the earlier taobao to lazada, 11 Street etc, and now, all the parcels received at my workplace are labelled with shoppe,my friends starting to shake shoppee coins as a team, my gf sign in daily to keep her commitment in shoppee game for some extra coins. 🤣😅Obviously e-commerse had became a new norm in the country and our daily life, among all, shoppee is the top choice. No matter how the share price fluctuation, I will only sell this company when we no longer use the platform. Otherwise, earn more cash, deploy as dollar cost averaging!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351710615","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358337022,"gmtCreate":1616661555066,"gmtModify":1616661555066,"author":{"id":"3573217751240296","authorId":"3573217751240296","name":"CelineX","avatar":"https://static.tigerbbs.com/38d1765982f800e8afc667c674318e9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573217751240296","authorIdStr":"3573217751240296"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358337022","repostId":"358005819","repostType":1,"repost":{"id":358005819,"gmtCreate":1616637573931,"gmtModify":1616637594371,"author":{"id":"3521339628608760","authorId":"3521339628608760","name":"美股队长","avatar":"https://static.tigerbbs.com/a7f838b74705718a4b387ccd6e545850","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521339628608760","authorIdStr":"3521339628608760"},"themes":[],"title":"周三Moc大资金买入排行榜，nio,ccl,vips,tme,tal上榜","htmlText":"美股的很多基金（包括共同基金、对冲基金、养老金等）只能在尾盘以收盘价进行交易，英文叫Market-On-Close Stock Order Imbalances，简称moc，这些交易基本都是在尾盘15分钟内进行交易。<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;${{ee5b1318dd414c1a8d86d21e1d95442c}}&nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>&nbsp;","listText":"美股的很多基金（包括共同基金、对冲基金、养老金等）只能在尾盘以收盘价进行交易，英文叫Market-On-Close Stock Order Imbalances，简称moc，这些交易基本都是在尾盘15分钟内进行交易。<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;${{ee5b1318dd414c1a8d86d21e1d95442c}}&nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>&nbsp;","text":"美股的很多基金（包括共同基金、对冲基金、养老金等）只能在尾盘以收盘价进行交易，英文叫Market-On-Close Stock Order Imbalances，简称moc，这些交易基本都是在尾盘15分钟内进行交易。$蔚来(NIO)$ ${{ee5b1318dd414c1a8d86d21e1d95442c}} $唯品会(VIPS)$ $腾讯音乐(TME)$ 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&nbsp; &nbsp; &nbsp;最近真是霉运到家，干啥啥糊。 我买的股票糊了！ 我喜欢的女明星糊了！ 甚至连我头像这位也糊了！ 真是喜欢谁就糊谁，贴谁糊谁，还好有我喜欢的社区和社区兄弟，感谢你们！ 再见流星雨，再见小爽，你不再是我喜欢的楚雨荨！ 作为一个曾经的影迷，这件事情真的是非常遗憾。突如其来的瓜就是这样，伴随着站队和对喷，公众人物的家事往往演化成网友群体的观点大讨论，立场大对立。 郑爽这件事的黑点主要是代孕和弃养。代孕这件事我不懂也说不好，弃养这就比较挑战社会底线了。 事就是这个事情，吃瓜不如买股票。总的来说，无论事件如何，生育相关都是一件非常热烈的需求，但熬夜或者年龄的原因让这种需求不遂人意！比如“重金求子”，对吧！ 那怎么办？ 两个办法，一是给我钱，我去找人叫他爹。 二是辅助生殖，比如试管婴儿技术满足当爹的梦想。 今天主要讲辅助生殖，划重点——辅助生殖技术是完全符合伦理和我国法律的，和代孕是完全不同的哦。 辅助生殖是什么，一句话说明白，就是医疗手段使不孕不育夫妇妊娠的技术。在我国是合法的，由于对基因数据的保护，需要持牌机构才能开展这个业务。所以也是相对稀缺的。 那么龙头公司是什么——锦欣生殖，港股上市。我国辅助生殖领域当之无愧的龙头。 关于锦欣生殖 锦欣生殖是提供辅助生殖服务的公司，是国内所在行业的龙头企业。 关于锦欣生殖的几个亮点： *辅助生殖成功率54%，远远高出全国平均水平的45%，口碑良好。 *份额全国排名第三，18年市占率3.1%。 *高瓴资本加持。 *辅助生殖领域唯一的上市公司，具有稀缺性。 国内目前的辅助生殖牌照是401张，其中绝大部分是不会上市的公立医院。而民营医院里面做得最好的，就是锦欣生殖。 *高壁垒，在中国要做辅助生殖是需要牌照的，资质要达到三级综合/专科医院。流程很长，至少需要5-6年。 目前锦欣正在走通过并购的路线扩","listText":"&nbsp; &nbsp; &nbsp; &nbsp;最近真是霉运到家，干啥啥糊。 我买的股票糊了！ 我喜欢的女明星糊了！ 甚至连我头像这位也糊了！ 真是喜欢谁就糊谁，贴谁糊谁，还好有我喜欢的社区和社区兄弟，感谢你们！ 再见流星雨，再见小爽，你不再是我喜欢的楚雨荨！ 作为一个曾经的影迷，这件事情真的是非常遗憾。突如其来的瓜就是这样，伴随着站队和对喷，公众人物的家事往往演化成网友群体的观点大讨论，立场大对立。 郑爽这件事的黑点主要是代孕和弃养。代孕这件事我不懂也说不好，弃养这就比较挑战社会底线了。 事就是这个事情，吃瓜不如买股票。总的来说，无论事件如何，生育相关都是一件非常热烈的需求，但熬夜或者年龄的原因让这种需求不遂人意！比如“重金求子”，对吧！ 那怎么办？ 两个办法，一是给我钱，我去找人叫他爹。 二是辅助生殖，比如试管婴儿技术满足当爹的梦想。 今天主要讲辅助生殖，划重点——辅助生殖技术是完全符合伦理和我国法律的，和代孕是完全不同的哦。 辅助生殖是什么，一句话说明白，就是医疗手段使不孕不育夫妇妊娠的技术。在我国是合法的，由于对基因数据的保护，需要持牌机构才能开展这个业务。所以也是相对稀缺的。 那么龙头公司是什么——锦欣生殖，港股上市。我国辅助生殖领域当之无愧的龙头。 关于锦欣生殖 锦欣生殖是提供辅助生殖服务的公司，是国内所在行业的龙头企业。 关于锦欣生殖的几个亮点： *辅助生殖成功率54%，远远高出全国平均水平的45%，口碑良好。 *份额全国排名第三，18年市占率3.1%。 *高瓴资本加持。 *辅助生殖领域唯一的上市公司，具有稀缺性。 国内目前的辅助生殖牌照是401张，其中绝大部分是不会上市的公立医院。而民营医院里面做得最好的，就是锦欣生殖。 *高壁垒，在中国要做辅助生殖是需要牌照的，资质要达到三级综合/专科医院。流程很长，至少需要5-6年。 目前锦欣正在走通过并购的路线扩","text":"最近真是霉运到家，干啥啥糊。 我买的股票糊了！ 我喜欢的女明星糊了！ 甚至连我头像这位也糊了！ 真是喜欢谁就糊谁，贴谁糊谁，还好有我喜欢的社区和社区兄弟，感谢你们！ 再见流星雨，再见小爽，你不再是我喜欢的楚雨荨！ 作为一个曾经的影迷，这件事情真的是非常遗憾。突如其来的瓜就是这样，伴随着站队和对喷，公众人物的家事往往演化成网友群体的观点大讨论，立场大对立。 郑爽这件事的黑点主要是代孕和弃养。代孕这件事我不懂也说不好，弃养这就比较挑战社会底线了。 事就是这个事情，吃瓜不如买股票。总的来说，无论事件如何，生育相关都是一件非常热烈的需求，但熬夜或者年龄的原因让这种需求不遂人意！比如“重金求子”，对吧！ 那怎么办？ 两个办法，一是给我钱，我去找人叫他爹。 二是辅助生殖，比如试管婴儿技术满足当爹的梦想。 今天主要讲辅助生殖，划重点——辅助生殖技术是完全符合伦理和我国法律的，和代孕是完全不同的哦。 辅助生殖是什么，一句话说明白，就是医疗手段使不孕不育夫妇妊娠的技术。在我国是合法的，由于对基因数据的保护，需要持牌机构才能开展这个业务。所以也是相对稀缺的。 那么龙头公司是什么——锦欣生殖，港股上市。我国辅助生殖领域当之无愧的龙头。 关于锦欣生殖 锦欣生殖是提供辅助生殖服务的公司，是国内所在行业的龙头企业。 关于锦欣生殖的几个亮点： *辅助生殖成功率54%，远远高出全国平均水平的45%，口碑良好。 *份额全国排名第三，18年市占率3.1%。 *高瓴资本加持。 *辅助生殖领域唯一的上市公司，具有稀缺性。 国内目前的辅助生殖牌照是401张，其中绝大部分是不会上市的公立医院。而民营医院里面做得最好的，就是锦欣生殖。 *高壁垒，在中国要做辅助生殖是需要牌照的，资质要达到三级综合/专科医院。流程很长，至少需要5-6年。 目前锦欣正在走通过并购的路线扩","images":[{"img":"https://static.tigerbbs.com/2af46c9ce6254f54adff8401c70ae008"},{"img":"https://static.tigerbbs.com/43852759db084a0da715ad0e33d9333d"},{"img":"https://static.tigerbbs.com/f25c92bf22614e2ab804da909dc4c92c"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337301948","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316751035,"gmtCreate":1611962319427,"gmtModify":1703757116701,"author":{"id":"3573217751240296","authorId":"3573217751240296","name":"CelineX","avatar":"https://static.tigerbbs.com/38d1765982f800e8afc667c674318e9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573217751240296","authorIdStr":"3573217751240296"},"themes":[],"htmlText":"大摩和高盛也看不懂美团的市盈率了哈哈哈","listText":"大摩和高盛也看不懂美团的市盈率了哈哈哈","text":"大摩和高盛也看不懂美团的市盈率了哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316751035","repostId":"313595200","repostType":1,"repost":{"id":313595200,"gmtCreate":1611737396495,"gmtModify":1744960622093,"author":{"id":"5400656025182","authorId":"5400656025182","name":"vision","avatar":"https://static.tigerbbs.com/d67e47e5bb77491f2c37ae81c5386950","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"5400656025182","authorIdStr":"5400656025182"},"themes":[],"title":"来猜猜恒指周五收盘价？","htmlText":"本周港股就过了3个交易日，然而行情却经历了过山车。先是周一恒指站稳3万点，大型科技股腾讯，美团走势强劲，就当韭菜们都纷纷磨刀入场之时，恒指又连续2日下挫。本次下挫是短期调整，还是代表港股行情已经结束了？来猜猜本周恒指收盘点数 港股大涨的逻辑 本轮港股大涨的逻辑&nbsp;老虎社区的<a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a> 在《南下资金疯狂买入，投资港股该买啥？》一文中有提到主要有3点：分别是港股估值偏低，人民币汇率升值，以及南向资金涌入港股市场推动港股上涨。 港股估值偏低 在全球大放水的情况下，根据彭博的数据，港股在2020年相较于全球其他市场估值偏低，A股上涨2年多，估值已不便宜，而当前恒生AH溢价指数仍在高位，而港股一直是低估值蓝筹股的宝地。当前全球流动性宽松持续，充裕的海外与内地资金开始寻找权益价值洼地，港股低估值与高股息凸显配置性价比。因此在经济复苏中低估值顺周期的港股有望获得更好收益率表现，这在2016年和2017年 的复苏中已经出现过。 人民币汇率升值 相信很多虎友都注意到人民币对美元持续增值，而人民币汇率升值，对港股估值折价有修复作用。相信很多虎友好奇港股市场以港币定价，采用联系汇率制度，与美国利率需保持同步与人民币并无直接联系，为什么人民币升值会影响到港股估值？ 主要是因为恒生指数之中，约有52%的公司以人民币为记账本位币，其中不乏市值较大的中概股公司，其本质仍为人民币资产，而以港币和美元为记账本位币仅有约38%和10%的公司，此外这些中概股对于恒指的贡献不仅局限于数量占比，在净利润占比中同样突出，中概股对于恒生指数的合计净利润占比高达80%。 资金南下疯狂扫货 此外，从资金流动方面，人民币的升值同样有利于资金南下扫货，由于南下资金在参与港股市场投资时同样","listText":"本周港股就过了3个交易日，然而行情却经历了过山车。先是周一恒指站稳3万点，大型科技股腾讯，美团走势强劲，就当韭菜们都纷纷磨刀入场之时，恒指又连续2日下挫。本次下挫是短期调整，还是代表港股行情已经结束了？来猜猜本周恒指收盘点数 港股大涨的逻辑 本轮港股大涨的逻辑&nbsp;老虎社区的<a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a> 在《南下资金疯狂买入，投资港股该买啥？》一文中有提到主要有3点：分别是港股估值偏低，人民币汇率升值，以及南向资金涌入港股市场推动港股上涨。 港股估值偏低 在全球大放水的情况下，根据彭博的数据，港股在2020年相较于全球其他市场估值偏低，A股上涨2年多，估值已不便宜，而当前恒生AH溢价指数仍在高位，而港股一直是低估值蓝筹股的宝地。当前全球流动性宽松持续，充裕的海外与内地资金开始寻找权益价值洼地，港股低估值与高股息凸显配置性价比。因此在经济复苏中低估值顺周期的港股有望获得更好收益率表现，这在2016年和2017年 的复苏中已经出现过。 人民币汇率升值 相信很多虎友都注意到人民币对美元持续增值，而人民币汇率升值，对港股估值折价有修复作用。相信很多虎友好奇港股市场以港币定价，采用联系汇率制度，与美国利率需保持同步与人民币并无直接联系，为什么人民币升值会影响到港股估值？ 主要是因为恒生指数之中，约有52%的公司以人民币为记账本位币，其中不乏市值较大的中概股公司，其本质仍为人民币资产，而以港币和美元为记账本位币仅有约38%和10%的公司，此外这些中概股对于恒指的贡献不仅局限于数量占比，在净利润占比中同样突出，中概股对于恒生指数的合计净利润占比高达80%。 资金南下疯狂扫货 此外，从资金流动方面，人民币的升值同样有利于资金南下扫货，由于南下资金在参与港股市场投资时同样","text":"本周港股就过了3个交易日，然而行情却经历了过山车。先是周一恒指站稳3万点，大型科技股腾讯，美团走势强劲，就当韭菜们都纷纷磨刀入场之时，恒指又连续2日下挫。本次下挫是短期调整，还是代表港股行情已经结束了？来猜猜本周恒指收盘点数 港股大涨的逻辑 本轮港股大涨的逻辑 老虎社区的@孟浩 在《南下资金疯狂买入，投资港股该买啥？》一文中有提到主要有3点：分别是港股估值偏低，人民币汇率升值，以及南向资金涌入港股市场推动港股上涨。 港股估值偏低 在全球大放水的情况下，根据彭博的数据，港股在2020年相较于全球其他市场估值偏低，A股上涨2年多，估值已不便宜，而当前恒生AH溢价指数仍在高位，而港股一直是低估值蓝筹股的宝地。当前全球流动性宽松持续，充裕的海外与内地资金开始寻找权益价值洼地，港股低估值与高股息凸显配置性价比。因此在经济复苏中低估值顺周期的港股有望获得更好收益率表现，这在2016年和2017年 的复苏中已经出现过。 人民币汇率升值 相信很多虎友都注意到人民币对美元持续增值，而人民币汇率升值，对港股估值折价有修复作用。相信很多虎友好奇港股市场以港币定价，采用联系汇率制度，与美国利率需保持同步与人民币并无直接联系，为什么人民币升值会影响到港股估值？ 主要是因为恒生指数之中，约有52%的公司以人民币为记账本位币，其中不乏市值较大的中概股公司，其本质仍为人民币资产，而以港币和美元为记账本位币仅有约38%和10%的公司，此外这些中概股对于恒指的贡献不仅局限于数量占比，在净利润占比中同样突出，中概股对于恒生指数的合计净利润占比高达80%。 资金南下疯狂扫货 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往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> Q4财报季提速：奈飞付费用户突破2亿，英特尔迎来新掌门人 本周Q4财报季将提速，超过90家公司发布业绩，以高盛、摩根士丹利、美国银行等大型银行股为主，以及奈飞、英特尔、阿斯麦等行业领头羊。此外，中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题，建议持续关注盈利、经营现金流修复，且经营杠杆较高的饮料、银行，航空等传统行业。（上周<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、","text":"报告要点 一、拜登时代开启，Q4财报季提速。 二、二次上市风云再起，这类新股怎么打？ 正文部分 拜登时代开启：拜登就职、1.9亿刺激、特朗普弹劾 本周一，美股因马丁·路德·金纪念日休市一日。虽然是个交易短周，但近期拜登就职典礼、特朗普弹劾案、财政纾困措施，还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施，1.9亿纾困方案能否全盘落地，这些都会影响市场阶段的波动。 往前看，对于Q2来讲，通胀则是不能忽略的因素（例如，疫苗进展快，财政刺激到位，复工复产超预期，通胀跃升至2%，这种情形可能会加速QE边际拐点的来临）；不过如果疫苗进展缓慢，也可能会淡化通胀风险。就目前而言，至少鲍威尔还不认为是讨论退出宽松政策的时候，现阶段我们仍然看好Q1美股表现，对应$标普500(.SPX)$ 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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>跌得跟拼多多似的[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>跌得跟拼多多似的[流泪]&nbsp;","text":"$哔哩哔哩(BILI)$跌得跟拼多多似的[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324275360","isVote":1,"tweetType":1,"viewCount":1950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337120159,"gmtCreate":1611093126771,"gmtModify":1703747965079,"author":{"id":"3573217751240296","authorId":"3573217751240296","name":"CelineX","avatar":"https://static.tigerbbs.com/38d1765982f800e8afc667c674318e9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573217751240296","authorIdStr":"3573217751240296"},"themes":[],"htmlText":"拼多多真的是胆子大","listText":"拼多多真的是胆子大","text":"拼多多真的是胆子大","images":[{"img":"https://static.tigerbbs.com/0a88e204860afcc4be01db3ffc899b1f","width":"828","height":"887"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337120159","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":634159625,"gmtCreate":1647414739852,"gmtModify":1647414739852,"author":{"id":"3573217751240296","authorId":"3573217751240296","name":"CelineX","avatar":"https://static.tigerbbs.com/38d1765982f800e8afc667c674318e9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573217751240296","authorIdStr":"3573217751240296"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>It is unbelievable&nbsp;when&nbsp;the person around me starting to purchase something from online platform, from the earlier taobao to lazada, 11 Street etc, and now, all the parcels received at my workplace are labelled with shoppe,my friends starting to shake shoppee coins as a team, my gf sign&nbsp;in daily&nbsp;to&nbsp;keep her commitment in shoppee game for some extra coins. 🤣😅Obviously e-commerse had became a new norm in the country and our daily life, among all, shoppee is the top choice.&nbsp; No matter how the share price fluctuation, I will only sell this company when we no longer use the platform. 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averaging!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351710615","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358337022,"gmtCreate":1616661555066,"gmtModify":1616661555066,"author":{"id":"3573217751240296","authorId":"3573217751240296","name":"CelineX","avatar":"https://static.tigerbbs.com/38d1765982f800e8afc667c674318e9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573217751240296","authorIdStr":"3573217751240296"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358337022","repostId":"358005819","repostType":1,"repost":{"id":358005819,"gmtCreate":1616637573931,"gmtModify":1616637594371,"author":{"id":"3521339628608760","authorId":"3521339628608760","name":"美股队长","avatar":"https://static.tigerbbs.com/a7f838b74705718a4b387ccd6e545850","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521339628608760","authorIdStr":"3521339628608760"},"themes":[],"title":"周三Moc大资金买入排行榜，nio,ccl,vips,tme,tal上榜","htmlText":"美股的很多基金（包括共同基金、对冲基金、养老金等）只能在尾盘以收盘价进行交易，英文叫Market-On-Close 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&nbsp; &nbsp; &nbsp;最近真是霉运到家，干啥啥糊。 我买的股票糊了！ 我喜欢的女明星糊了！ 甚至连我头像这位也糊了！ 真是喜欢谁就糊谁，贴谁糊谁，还好有我喜欢的社区和社区兄弟，感谢你们！ 再见流星雨，再见小爽，你不再是我喜欢的楚雨荨！ 作为一个曾经的影迷，这件事情真的是非常遗憾。突如其来的瓜就是这样，伴随着站队和对喷，公众人物的家事往往演化成网友群体的观点大讨论，立场大对立。 郑爽这件事的黑点主要是代孕和弃养。代孕这件事我不懂也说不好，弃养这就比较挑战社会底线了。 事就是这个事情，吃瓜不如买股票。总的来说，无论事件如何，生育相关都是一件非常热烈的需求，但熬夜或者年龄的原因让这种需求不遂人意！比如“重金求子”，对吧！ 那怎么办？ 两个办法，一是给我钱，我去找人叫他爹。 二是辅助生殖，比如试管婴儿技术满足当爹的梦想。 今天主要讲辅助生殖，划重点——辅助生殖技术是完全符合伦理和我国法律的，和代孕是完全不同的哦。 辅助生殖是什么，一句话说明白，就是医疗手段使不孕不育夫妇妊娠的技术。在我国是合法的，由于对基因数据的保护，需要持牌机构才能开展这个业务。所以也是相对稀缺的。 那么龙头公司是什么——锦欣生殖，港股上市。我国辅助生殖领域当之无愧的龙头。 关于锦欣生殖 锦欣生殖是提供辅助生殖服务的公司，是国内所在行业的龙头企业。 关于锦欣生殖的几个亮点： *辅助生殖成功率54%，远远高出全国平均水平的45%，口碑良好。 *份额全国排名第三，18年市占率3.1%。 *高瓴资本加持。 *辅助生殖领域唯一的上市公司，具有稀缺性。 国内目前的辅助生殖牌照是401张，其中绝大部分是不会上市的公立医院。而民营医院里面做得最好的，就是锦欣生殖。 *高壁垒，在中国要做辅助生殖是需要牌照的，资质要达到三级综合/专科医院。流程很长，至少需要5-6年。 目前锦欣正在走通过并购的路线扩","listText":"&nbsp; &nbsp; &nbsp; &nbsp;最近真是霉运到家，干啥啥糊。 我买的股票糊了！ 我喜欢的女明星糊了！ 甚至连我头像这位也糊了！ 真是喜欢谁就糊谁，贴谁糊谁，还好有我喜欢的社区和社区兄弟，感谢你们！ 再见流星雨，再见小爽，你不再是我喜欢的楚雨荨！ 作为一个曾经的影迷，这件事情真的是非常遗憾。突如其来的瓜就是这样，伴随着站队和对喷，公众人物的家事往往演化成网友群体的观点大讨论，立场大对立。 郑爽这件事的黑点主要是代孕和弃养。代孕这件事我不懂也说不好，弃养这就比较挑战社会底线了。 事就是这个事情，吃瓜不如买股票。总的来说，无论事件如何，生育相关都是一件非常热烈的需求，但熬夜或者年龄的原因让这种需求不遂人意！比如“重金求子”，对吧！ 那怎么办？ 两个办法，一是给我钱，我去找人叫他爹。 二是辅助生殖，比如试管婴儿技术满足当爹的梦想。 今天主要讲辅助生殖，划重点——辅助生殖技术是完全符合伦理和我国法律的，和代孕是完全不同的哦。 辅助生殖是什么，一句话说明白，就是医疗手段使不孕不育夫妇妊娠的技术。在我国是合法的，由于对基因数据的保护，需要持牌机构才能开展这个业务。所以也是相对稀缺的。 那么龙头公司是什么——锦欣生殖，港股上市。我国辅助生殖领域当之无愧的龙头。 关于锦欣生殖 锦欣生殖是提供辅助生殖服务的公司，是国内所在行业的龙头企业。 关于锦欣生殖的几个亮点： *辅助生殖成功率54%，远远高出全国平均水平的45%，口碑良好。 *份额全国排名第三，18年市占率3.1%。 *高瓴资本加持。 *辅助生殖领域唯一的上市公司，具有稀缺性。 国内目前的辅助生殖牌照是401张，其中绝大部分是不会上市的公立医院。而民营医院里面做得最好的，就是锦欣生殖。 *高壁垒，在中国要做辅助生殖是需要牌照的，资质要达到三级综合/专科医院。流程很长，至少需要5-6年。 目前锦欣正在走通过并购的路线扩","text":"最近真是霉运到家，干啥啥糊。 我买的股票糊了！ 我喜欢的女明星糊了！ 甚至连我头像这位也糊了！ 真是喜欢谁就糊谁，贴谁糊谁，还好有我喜欢的社区和社区兄弟，感谢你们！ 再见流星雨，再见小爽，你不再是我喜欢的楚雨荨！ 作为一个曾经的影迷，这件事情真的是非常遗憾。突如其来的瓜就是这样，伴随着站队和对喷，公众人物的家事往往演化成网友群体的观点大讨论，立场大对立。 郑爽这件事的黑点主要是代孕和弃养。代孕这件事我不懂也说不好，弃养这就比较挑战社会底线了。 事就是这个事情，吃瓜不如买股票。总的来说，无论事件如何，生育相关都是一件非常热烈的需求，但熬夜或者年龄的原因让这种需求不遂人意！比如“重金求子”，对吧！ 那怎么办？ 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