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betterlife
07-28
说说你对这篇新闻的看法...
抱歉，原内容已删除
betterlife
05-02
$恒生科技指数(HSTECH)$
betterlife
04-05
一直没看到您的最新交易，戴尔跌的比英伟达还多呢，您认为可以抄底吗？
@石头:【石头的投资笔记】天塌了~！美股崩盘了？
betterlife
2024-11-05
$Bitdeer Technologies Group(BTDR)$
去老虎APP查看更多动态
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这么一看股指，感觉下跌情况还好是不是？尤其是道琼斯指数，道琼斯中有大量的实体传统公司，我看了不少公司财报，他们有些股价跌到了白菜价，甚至直接跌破了市净率，更夸张的公司财务报表中显示的现金以及等价物的价值都要比公司市值多。 这意味着，这类公司就地解散，按照每股返还股东的钱都比现在的股价多，有些公司净值至剩下了80%，相当于成本价的8折，妥妥的捡便宜。 那么怎么就恐慌了呢？我推测是买科技公司的人太多了。科技股的特点就是高PE，股价上涨太快，几百倍的PE还在造梦。短期的挤压水分我个人觉得是好事。只是这一轮关税大棒打的太快了，太猛了，直接给大家打的嗡嗡的，甚至反应不过来。 图片 快速杀跌就是容易引起踩踏和自我怀疑，刚开始的时候我也懵逼了，这跌的速度也太快了，万亿巨头都能一天给你抹掉十个点以上，更别说那些小型科技公司了，简直是大出血。 下面再聊聊逻辑上面的事情，美国至今都是金融市场","images":[{"img":"https://static.tigerbbs.com/7020c87a2a5dbc3978d095dff45042b9","width":"1080","height":"741"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412684146135272","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367834324648032,"gmtCreate":1730821048667,"gmtModify":1730821895586,"author":{"id":"3576180456531762","authorId":"3576180456531762","name":"betterlife","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576180456531762","authorIdStr":"3576180456531762"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTDR\">$Bitdeer Technologies Group(BTDR)$ </a> 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Group(BTDR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367834324648032","isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":420995559612528,"gmtCreate":1743813349842,"gmtModify":1743821070533,"author":{"id":"3576180456531762","authorId":"3576180456531762","name":"betterlife","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576180456531762","authorIdStr":"3576180456531762"},"themes":[],"htmlText":"一直没看到您的最新交易，戴尔跌的比英伟达还多呢，您认为可以抄底吗？","listText":"一直没看到您的最新交易，戴尔跌的比英伟达还多呢，您认为可以抄底吗？","text":"一直没看到您的最新交易，戴尔跌的比英伟达还多呢，您认为可以抄底吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420995559612528","repostId":"412684146135272","repostType":1,"repost":{"id":412684146135272,"gmtCreate":1741779841999,"gmtModify":1748503906250,"author":{"id":"3516096698306373","authorId":"3516096698306373","name":"石头","avatar":"https://static.tigerbbs.com/8477922e6df4928f290cca5cd50ce873","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516096698306373","authorIdStr":"3516096698306373"},"themes":[],"title":"【石头的投资笔记】天塌了~！美股崩盘了？","htmlText":"大家好。今天跟大家简单聊聊有关最近美国股市，或者是世界金融市场动荡的问题。最近不少新闻都用类似“天塌了”，“美股崩盘了”、“东升西落”这类标题吸引眼球，那么咱们也用这类标题，看看能吸引多少流量，欢迎关注公众号【石头的投资笔记】，我会不定期更新我对于市场的看法。 我直接上结论吧：我到现在都不觉得美国有衰退信号。经济数据还不错，各个公司的财报也不错。现在这个跌幅是当前恐慌情绪引起的市场抛售。 归根结底就是善变的特朗普来回挥舞关税大棒，一会打一下加拿大，一会打墨西哥，然后消停两天又开始打欧盟，打中国。这么打下去，市场预测美国经济数据会下滑，因此提前撤出，然后引起了踩踏。 图片 先看下三大股指，截止于北京时间2025年3月12日白天： 图片 按照全年统计，道琼斯指数跌了2.61%，标普跌了5.26%，纳斯达克跌掉了9.71%。这就意味着跌幅最大的是科技股，有些传统公司的公司股价在这一轮中不但没有下跌，还在上涨。 这么一看股指，感觉下跌情况还好是不是？尤其是道琼斯指数，道琼斯中有大量的实体传统公司，我看了不少公司财报，他们有些股价跌到了白菜价，甚至直接跌破了市净率，更夸张的公司财务报表中显示的现金以及等价物的价值都要比公司市值多。 这意味着，这类公司就地解散，按照每股返还股东的钱都比现在的股价多，有些公司净值至剩下了80%，相当于成本价的8折，妥妥的捡便宜。 那么怎么就恐慌了呢？我推测是买科技公司的人太多了。科技股的特点就是高PE，股价上涨太快，几百倍的PE还在造梦。短期的挤压水分我个人觉得是好事。只是这一轮关税大棒打的太快了，太猛了，直接给大家打的嗡嗡的，甚至反应不过来。 图片 快速杀跌就是容易引起踩踏和自我怀疑，刚开始的时候我也懵逼了，这跌的速度也太快了，万亿巨头都能一天给你抹掉十个点以上，更别说那些小型科技公司了，简直是大出血。 下面再聊聊逻辑上面的事情，美国至今都是金融市场","listText":"大家好。今天跟大家简单聊聊有关最近美国股市，或者是世界金融市场动荡的问题。最近不少新闻都用类似“天塌了”，“美股崩盘了”、“东升西落”这类标题吸引眼球，那么咱们也用这类标题，看看能吸引多少流量，欢迎关注公众号【石头的投资笔记】，我会不定期更新我对于市场的看法。 我直接上结论吧：我到现在都不觉得美国有衰退信号。经济数据还不错，各个公司的财报也不错。现在这个跌幅是当前恐慌情绪引起的市场抛售。 归根结底就是善变的特朗普来回挥舞关税大棒，一会打一下加拿大，一会打墨西哥，然后消停两天又开始打欧盟，打中国。这么打下去，市场预测美国经济数据会下滑，因此提前撤出，然后引起了踩踏。 图片 先看下三大股指，截止于北京时间2025年3月12日白天： 图片 按照全年统计，道琼斯指数跌了2.61%，标普跌了5.26%，纳斯达克跌掉了9.71%。这就意味着跌幅最大的是科技股，有些传统公司的公司股价在这一轮中不但没有下跌，还在上涨。 这么一看股指，感觉下跌情况还好是不是？尤其是道琼斯指数，道琼斯中有大量的实体传统公司，我看了不少公司财报，他们有些股价跌到了白菜价，甚至直接跌破了市净率，更夸张的公司财务报表中显示的现金以及等价物的价值都要比公司市值多。 这意味着，这类公司就地解散，按照每股返还股东的钱都比现在的股价多，有些公司净值至剩下了80%，相当于成本价的8折，妥妥的捡便宜。 那么怎么就恐慌了呢？我推测是买科技公司的人太多了。科技股的特点就是高PE，股价上涨太快，几百倍的PE还在造梦。短期的挤压水分我个人觉得是好事。只是这一轮关税大棒打的太快了，太猛了，直接给大家打的嗡嗡的，甚至反应不过来。 图片 快速杀跌就是容易引起踩踏和自我怀疑，刚开始的时候我也懵逼了，这跌的速度也太快了，万亿巨头都能一天给你抹掉十个点以上，更别说那些小型科技公司了，简直是大出血。 下面再聊聊逻辑上面的事情，美国至今都是金融市场","text":"大家好。今天跟大家简单聊聊有关最近美国股市，或者是世界金融市场动荡的问题。最近不少新闻都用类似“天塌了”，“美股崩盘了”、“东升西落”这类标题吸引眼球，那么咱们也用这类标题，看看能吸引多少流量，欢迎关注公众号【石头的投资笔记】，我会不定期更新我对于市场的看法。 我直接上结论吧：我到现在都不觉得美国有衰退信号。经济数据还不错，各个公司的财报也不错。现在这个跌幅是当前恐慌情绪引起的市场抛售。 归根结底就是善变的特朗普来回挥舞关税大棒，一会打一下加拿大，一会打墨西哥，然后消停两天又开始打欧盟，打中国。这么打下去，市场预测美国经济数据会下滑，因此提前撤出，然后引起了踩踏。 图片 先看下三大股指，截止于北京时间2025年3月12日白天： 图片 按照全年统计，道琼斯指数跌了2.61%，标普跌了5.26%，纳斯达克跌掉了9.71%。这就意味着跌幅最大的是科技股，有些传统公司的公司股价在这一轮中不但没有下跌，还在上涨。 这么一看股指，感觉下跌情况还好是不是？尤其是道琼斯指数，道琼斯中有大量的实体传统公司，我看了不少公司财报，他们有些股价跌到了白菜价，甚至直接跌破了市净率，更夸张的公司财务报表中显示的现金以及等价物的价值都要比公司市值多。 这意味着，这类公司就地解散，按照每股返还股东的钱都比现在的股价多，有些公司净值至剩下了80%，相当于成本价的8折，妥妥的捡便宜。 那么怎么就恐慌了呢？我推测是买科技公司的人太多了。科技股的特点就是高PE，股价上涨太快，几百倍的PE还在造梦。短期的挤压水分我个人觉得是好事。只是这一轮关税大棒打的太快了，太猛了，直接给大家打的嗡嗡的，甚至反应不过来。 图片 快速杀跌就是容易引起踩踏和自我怀疑，刚开始的时候我也懵逼了，这跌的速度也太快了，万亿巨头都能一天给你抹掉十个点以上，更别说那些小型科技公司了，简直是大出血。 下面再聊聊逻辑上面的事情，美国至今都是金融市场","images":[{"img":"https://static.tigerbbs.com/7020c87a2a5dbc3978d095dff45042b9","width":"1080","height":"741"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412684146135272","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461584315384120,"gmtCreate":1753710126943,"gmtModify":1753710287555,"author":{"id":"3576180456531762","authorId":"3576180456531762","name":"betterlife","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576180456531762","authorIdStr":"3576180456531762"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461584315384120","repostId":"2554424017","repostType":2,"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430887478231208,"gmtCreate":1746167578036,"gmtModify":1746167999599,"author":{"id":"3576180456531762","authorId":"3576180456531762","name":"betterlife","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576180456531762","authorIdStr":"3576180456531762"},"themes":[],"htmlText":"<a 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Technologies Group(BTDR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367834324648032","isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
