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常健davin
2021-07-27
谢谢
水滴公益联合公益机构筹集善款超1200万，驰援河南洪灾
常健davin
2021-06-29
SAVE
Wall Street analysts predict these stocks will be top outperformers in the second half
常健davin
2021-05-05
学习再深入一点
巴菲特告诉我们什么投资秘诀？
常健davin
2021-05-01
股神
“股神”巴菲特Q1成绩单来了！
常健davin
2021-05-01
五一放假，港美股继续玩
提醒：五一劳动节A股休市三天，港美股照常交易
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height=\"auto\"></p><p>万千网友的点滴善心，汇成爱的海洋，再一次证明中国人民面对危急关头，众志成城共渡难关的精神。</p><p>除此之外，为保障汛期人民群众身体健康，尤其为汛情严重地区用户增加一份保障，水滴公司旗下保险平台水滴保向河南同胞赠送“水滴防洪无忧保”，最高保额为20万元。如用户不幸因洪水导致意外伤害，从事故发生之日起180天内发生的医疗费用，最高可报销2000元；如用户不幸因洪水导致意外伤残或身故，可以最高领取20万元保额。</p><p>在河南灾情发生的第一时间，水滴保也紧急启动重大事件应急预案，成立应急小组，出台多项应急措施和理赔绿色通道。为用户提供免费健康礼包、7*24小时专属线上服务、受灾严重地区快速响应、简化理赔流程等服务，帮助用户度过难关。</p><p>救援在继续，希望灾区人民平安，救援人员安全归来。</p>","source":"lsy1568933959093","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>水滴公益联合公益机构筹集善款超1200万，驰援河南洪灾</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n水滴公益联合公益机构筹集善款超1200万，驰援河南洪灾\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 11:02 北京时间 <a href=https://baijiahao.baidu.com/s?id=1705948581138350185&wfr=spider&for=pc><strong>金融界网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>河南历史罕见的强降雨引发严重灾情，牵动着全国人民的心。7月20日，水滴公益连夜行动，联合前线的救援机构与慈善组织，包括中华社会救助基金会、河南省红十字基金会、北京平澜公益基金会、壹基金等，开通“驰援河南洪灾“捐赠通道，发起十余个公益救援项目，筹集善款将用于保障当地群众人身安全、紧急采购救灾物资，灾后重建等事宜。截至21日晚间20时30分左右，不到一天时间，已有超过35万爱心网友通过水滴公益平台向...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1705948581138350185&wfr=spider&for=pc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0c856e3920b749095e8e389f4ed3996a","relate_stocks":{"WDH":"水滴"},"source_url":"https://baijiahao.baidu.com/s?id=1705948581138350185&wfr=spider&for=pc","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126824986","content_text":"河南历史罕见的强降雨引发严重灾情，牵动着全国人民的心。7月20日，水滴公益连夜行动，联合前线的救援机构与慈善组织，包括中华社会救助基金会、河南省红十字基金会、北京平澜公益基金会、壹基金等，开通“驰援河南洪灾“捐赠通道，发起十余个公益救援项目，筹集善款将用于保障当地群众人身安全、紧急采购救灾物资，灾后重建等事宜。截至21日晚间20时30分左右，不到一天时间，已有超过35万爱心网友通过水滴公益平台向多家公益机构捐款，筹集善款已超过1000万元。22日早，筹集善款超1200万，捐款人数达到42余万，壹基金、中华社会救助基金会、北京市红十字基金会等5个救灾项目已完成筹款目标。感谢所有爱心人士！万千网友的点滴善心，汇成爱的海洋，再一次证明中国人民面对危急关头，众志成城共渡难关的精神。除此之外，为保障汛期人民群众身体健康，尤其为汛情严重地区用户增加一份保障，水滴公司旗下保险平台水滴保向河南同胞赠送“水滴防洪无忧保”，最高保额为20万元。如用户不幸因洪水导致意外伤害，从事故发生之日起180天内发生的医疗费用，最高可报销2000元；如用户不幸因洪水导致意外伤残或身故，可以最高领取20万元保额。在河南灾情发生的第一时间，水滴保也紧急启动重大事件应急预案，成立应急小组，出台多项应急措施和理赔绿色通道。为用户提供免费健康礼包、7*24小时专属线上服务、受灾严重地区快速响应、简化理赔流程等服务，帮助用户度过难关。救援在继续，希望灾区人民平安，救援人员安全归来。","news_type":1,"symbols_score_info":{"WDH":0.9}},"isVote":1,"tweetType":1,"viewCount":6304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159483139,"gmtCreate":1624976914721,"gmtModify":1624976914721,"author":{"id":"3581155613213264","authorId":"3581155613213264","name":"常健davin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581155613213264","idStr":"3581155613213264"},"themes":[],"htmlText":"SAVE","listText":"SAVE","text":"SAVE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159483139","repostId":"1140044383","repostType":2,"repost":{"id":"1140044383","kind":"news","pubTimestamp":1624761401,"share":"https://ttm.financial/m/news/1140044383?lang=&edition=full","pubTime":"2021-06-27 10:36","market":"us","language":"en","title":"Wall Street analysts predict these stocks will be top outperformers in the second half","url":"https://stock-news.laohu8.com/highlight/detail?id=1140044383","media":"CNBC","summary":"The second half of 2021 is nearing and there’s a plethora of stocks set to rally, Wall Street analysts said this week.The recovery and reopening presents a rare buying opportunity for investors, the analysts wrote.CNBC Pro combed through the most recent Wall Street research to find some of the best positioned stocks as the second half approaches.It’s going to be a blockbuster fall in more ways than one for the China-based video game company, according to Morgan Stanley.“History hints at outperfo","content":"<div>\n<p>The second half of 2021 is nearing and there’s a plethora of stocks set to rally, Wall Street analysts said this week.\nThe recovery and reopening presents a rare buying opportunity for investors, the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/26/wall-street-analysts-say-buy-top-second-half-stocks-uber-sunrun.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts predict these stocks will be top outperformers in the second half</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts predict these stocks will be top outperformers in the second half\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 10:36 GMT+8 <a href=https://www.cnbc.com/2021/06/26/wall-street-analysts-say-buy-top-second-half-stocks-uber-sunrun.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The second half of 2021 is nearing and there’s a plethora of stocks set to rally, Wall Street analysts said this week.\nThe recovery and reopening presents a rare buying opportunity for investors, the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/26/wall-street-analysts-say-buy-top-second-half-stocks-uber-sunrun.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOVA":"Sunnova Energy International Inc.","OMF":"OneMain Holdings, Inc","NTES":"网易","AMWD":"美国伍德马克","UBER":"优步","RUN":"Sunrun Inc."},"source_url":"https://www.cnbc.com/2021/06/26/wall-street-analysts-say-buy-top-second-half-stocks-uber-sunrun.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1140044383","content_text":"The second half of 2021 is nearing and there’s a plethora of stocks set to rally, Wall Street analysts said this week.\nThe recovery and reopening presents a rare buying opportunity for investors, the analysts wrote.\nCNBC Pro combed through the most recent Wall Street research to find some of the best positioned stocks as the second half approaches.\nThey include:Uber,NetEase,OneMain,American Woodmark,Sunrun and Sunnova.\nNetEase\nIt’s going to be a blockbuster fall in more ways than one for the China-based video game company, according to Morgan Stanley.\n“History hints at outperformance in the next 6 months,” analyst Alex Poon wrote recently.\nNetEase has several big titles coming out later this year that Poon believes are a good omen for the stock.\n“The past game launch cycles have all driven strong stock price performance...,” he wrote.\nThe firm said shares of NetEase had reacted positively after the release of games like Knives Out and New Ghost in prior years.\n“NetEase’s game launches/revenue growth have strongly correlated with stock price since 2015, suggesting potential outperformance in the next 6 months, driven by Harry Potter and Diablo Immortal,” Poon said.\nHarry Potter is due in the third quarter of this year while Diablo is due in the fourth quarter.\nIn addition, the stock’s valuation is quite “attractive” and investors should buy it now, the firm said.\nShares are up 11.5% this year.\nOneMain\n“A series of tailwinds is developing,” for the financial services company, Piper Sandler said in a note this week.\nThe firm raised its price target to a Street high of $73 per share from $63 and said OneMain was its top pick for the rest of the year, analyst Kevin Barker wrote.\n“In our view, OMF is the best positioned stock within our coverage over the next 6-12 months,” he said.\nBarker said shares of OneMain have had a bit of an overhang due to a large selling shareholder, but that the stock was getting a bad rap.\n“We believe the stock has the potential to experience a material re-rating once the overhang is lifted, especially if we see new directors on the board and a shift in capital allocation policies,” he said.\nIn addition, Barker said a resumption of buybacks could “enhance” shareholder returns.\n“We believe a buyback policy could lead to greater EPS growth and the potential for a much higher P/E multiple on the stock,” Barker noted.\nThe firm went on to say that there’s a “meaningful strategic shift” happening at OneMain and that patient investors will be rewarded.\nShares are up 27.5% this year.\nAmerican Woodmark\nThe kitchen cabinet manufacturer was upgraded to buy from hold by investment firm Loop Capital this week.\nThe firm said sales growth remains strong and recent survey checks indicate a prime buying opportunity, analyst Garik Shmois said.\n“Despite concerns about tough comps and the recent pause in new residential construction, our survey gives us confidence that sentiment has gotten too negative & that sales should outpace expectations while commodity cost inflation appears to have peaked,” he wrote.\nIn fact, the firm said dealer traffic is as strong as it’s ever been.\n“The shares have acted poorly of late, but from a stock picking perspective, we think there’s value here,” he added.\nShmois acknowledged his call was out of consensus as most investors have been cautious around housing stocks.\nBut Shmois said the stock is just too attractive now given the pullback in shares.\nThe firm also said that price increases appear to be sticking while hardwood costs have started to “roll over which should alleviate cost pressures” along with greater demand for residential construction.\n“We have greater confidence for AMWD that margins should begin to recover in the second half of their FY22 which should drive the stock higher from currently depressed levels,” he said.\nShares of American Woodmark are down 5.3% this month.\nSunrun and Sunnova- JPMorgan, Overweight ratings\n“Our top picks for 2H21 are residential installers Sunrun and Sunnova. Both companies have above-average inventory levels owing to 2019 safe-harbor activity and early-21 pre-buying, which we believe positions each company to meet 2H21 demand regardless of supply-chain or geopolitical disruption. While supply chain disruption lasting into 2022 or a sudden spike in interest rates present risks, we believe RUN and NOVA are relatively best positioned within our coverage near term.”\nNetEase- Morgan Stanley, Overweight rating\n“History hints at outperformance in the next 6 months. NetEase’s game launches/revenue growth have strongly correlated with stock price since 2015, suggesting potential outperformance in the next 6 months, driven by Harry Potter (3Q) and Diablo Immortal (4Q). Valuation looks attractive at 21x 2022 P/E (games 17-18x) vs. global peers 18-31x. The past game launch cycles have all driven strong stock price performance.”\nOneMain- Piper Sandler, Overweight rating\n“Top pick for remainder of year. Series of tailwinds developing. ... .In our view, OMF is the best positioned stock within our coverage over the next 6-12 months. The stock has underperformed the peer group due to the overhang of a large selling shareholder. We believe stock has the potential to experience a material re-rating once the overhang is lifted, especially if we see new directors on the board & a shift in capital allocation policies. In addition to these catalysts, we believe there is a meaningful strategic shift occurring within OMF that will fundamentally change the company’s growth trajectory over the next 3-5 years.”\nUber- Bank of America, Buy rating\n“A top catalyst stock in 2H. We see several important potential catalysts for Uber including potential IPOs in the sector that could change comps or asset values, competitive launches, end of US unemployment stimulus, or Federal/State legislation on driver employment. ... .A driver shortage in the US has led to less rides & courier availability. Enhanced unemployment benefits run out in September, which could act as a catalyst to improve supply & drive bookings.”\nAmerican Woodmark- Loop Capital, Buy rating\n“We’re upgrading FBHS & AMWD to BUYs after our cabinets survey showed sales growth remains robust into 2QCY21 & dealer traffic levels, which we view as a leading indicator, are as strong as we’ve seen in this survey. Despite concerns about tough comps & the recent pause in new residential construction, our survey gives us confidence that sentiment has gotten too negative & that sales should outpace expectations while commodity cost inflation appears to have peaked. ... .We view AMWD as Value Play. The shares have acted poorly of late, but from a stock picking perspective, we think there’s value here. ... .We have greater confidence for AMWD that margins should begin to recover in the second half of their FY22 which should drive the stock higher from currently depressed levels.","news_type":1,"symbols_score_info":{"AMWD":0.9,"NOVA":0.9,"NTES":0.9,"OMF":0.9,"RUN":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102834556,"gmtCreate":1620191999275,"gmtModify":1620191999275,"author":{"id":"3581155613213264","authorId":"3581155613213264","name":"常健davin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581155613213264","idStr":"3581155613213264"},"themes":[],"htmlText":"学习再深入一点","listText":"学习再深入一点","text":"学习再深入一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/102834556","repostId":"1167945908","repostType":4,"repost":{"id":"1167945908","kind":"news","pubTimestamp":1620176145,"share":"https://ttm.financial/m/news/1167945908?lang=&edition=full","pubTime":"2021-05-05 08:55","market":"us","language":"zh","title":"巴菲特告诉我们什么投资秘诀？","url":"https://stock-news.laohu8.com/highlight/detail?id=1167945908","media":"FT中文网","summary":"有足够的耐性与韧劲，我们都可以成为巴菲特。\n\n2021年伯克希尔• 哈撒韦股东大会如期在网上召开。得益于一日千里的科技进步，我们得以通过网上直播和中文同声传译，免费同步获得了向全球公认的投资界常青树、","content":"<blockquote>\n 有足够的耐性与韧劲，我们都可以成为巴菲特。\n</blockquote>\n<p>2021年<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>• 哈撒韦股东大会如期在网上召开。得益于一日千里的科技进步，我们得以通过网上直播和中文同声传译，免费同步获得了向全球公认的投资界常青树、股神巴菲特学习投资秘诀的机会。</p>\n<p>从个人而言，我对巴菲特传授的“秘诀”感悟如下：</p>\n<p><b>01、不投资不是办法</b></p>\n<p>当谈及宏观通胀及民生时，巴菲特认为通胀已显著上涨，工资却没跟上。许多原材料一直在涨价，我们的生活和供应链完全被扭曲，现在通胀比人们预期要高得多，未来会接着涨。</p>\n<p>显然，全球各国为应对一年多以来疫情流行带来的经济下行压力而采取的全面货币宽松，已经毫无悬念地引发了通胀。而通胀的直接结果就是货币购买力的下降，长期而言，如果没有办法通过有效的投资来让自己的积蓄以跟上通胀的速度增值，则必然会面对财富缩水的结局。</p>\n<p><b>02、投资就是投国运</b></p>\n<p>在谈到关于个股投资的不确定性时，巴菲特列举截至2021年3月31日的全球20个市值最大上市企业，前6大公司中有5家是美国公司，包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet、脸书。而值得注意的是，前20家企业中，中国有海峡两岸的<a href=\"https://laohu8.com/S/00700\">腾讯</a>、阿里、茅台、<a href=\"https://laohu8.com/S/TSM\">台积电</a>等共4家公司上榜。</p>\n<p>在1989年世界市值排名前20大公司的名单中，我们会发现当时排名前列的公司许多都来自于日本，包括价值1040亿美元的日本<a href=\"https://laohu8.com/S/601166\">兴业银行</a>、住友银行、<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>、野村证券等。</p>\n<p>比较一下就发现，在今年榜单上，引领全球经济的美国公司的占比更高了，而在过去三十年间经济持续高速增长的中国公司开始占有不少的比重了，但日本公司却已经消失无踪了。</p>\n<p>显然，在过去的三十年参与权益投资，选择正确的市场是必须的，巴菲特投资的成就很大程度上就因为他选择对了以美国公司作为投资标的。而过去三十年，选择投资中国资产为投资重点的投资人应该也回报丰厚，例如，久被国内投资人诟病的上证指数从1990年底至今也从100点上涨到今天的3400多点，涨了30多倍。相比之下，以经济“失去三十年”为背景的日经指数至今还在三十年前的巅峰之下。</p>\n<p>因此，巴菲特告诫我们，不论是投资公司还是指数基金，投资者必须先“上船”，才能有机会获得收益。至于上哪条“船”也是需要深思熟虑的，上对“船”会有非常好的结果。翻译成国内投资人容易懂的话那就是：投资就是投国运！</p>\n<p><b>03、投资必须与时俱进</b></p>\n<p>再细看巴菲特先生提供的两张上市企业排名榜单，就能发现，当今的20家明星企业并不在30年前的世界市值排行前20位的公司名单中，有许多公司（如阿里、腾讯、脸书等）在30年前甚至根本不存在。</p>\n<p>巴菲特指出，短短30年内，全球顶级公司从1040亿美元增长到2.05万亿美元(苹果公司的市值超过2万亿美元)，价值已显著增加。这与通胀有关，更与科技进步以及人们生活方式的改变有关。</p>\n<p>因此，在权益类投资中必须做到与时俱进。跟上时代、找到能改变世界的公司进行投资，才能取得投资回报的最大化。</p>\n<p>如果没有时间与能力去找到这些能改变世界的好公司，那投资人该如何“与时俱进”？</p>\n<p>巴菲特认为30年后市值最大企业名单可能面目全非，如果你喜欢挑选个股来投资，很难确保能挑到很多年后还存活的公司，所以最好的方式是投资指数基金。</p>\n<p>巴菲特说，我建议您可以选择持标普500，长期以来，有很多人都是持标普500的，您不一定非要选择我们伯克希尔股票。我和芒格先生在50年前就已经合作了，我们有一群非常特别而且特殊的股东。和标普500比较，我还是喜欢伯克希尔公司的股票。当然，如果您一点也不懂股票，而且对于伯克希尔也没有任何感觉，那就去买标普500。</p>\n<p>确实，主流指数型基金代表的是市场主流，也是与时俱进的。</p>\n<p><b>04、投资必须控制风险</b></p>\n<p>当有投资者提问：现在的利率非常低，甚至有的国家和地区实行零利率。在这个情况下，可以借钱做一些更有收益的事情吗？</p>\n<p>巴菲特答：当然，你可以在零利率的时候去借，然后投资一些东西赚很多钱，不排除这种可能性。但这是很疯狂的事，我似乎是在告诉你“怎样做才能更快破产”。萨缪尔森先生是一位非常睿智的经济学家，他在他的书里没有讲过负利率的事情，讲的是零利率。我们不知道当负利率真正发生时，究竟会带来何种结果。</p>\n<p>对于各种特殊目的投资公司以及各类的“散户战胜华尔街”之类的短期投资炒作，巴菲特与芒格都表示基本类似于哈撒韦赌博，他们特别谈到都不持有比特币；芒格更是称讨厌比特币的成功，认为是仅为凭空创造的金融产品而已，他表示不喜欢加密货币对现有系统的绑架，这“与文明利益背道而驰”。</p>\n<p>他们两位还提到，从保护投资人利益的角度出发，伯克希尔•哈撒韦总是会保留着10-15%左右的现金，以备市场极端之需。</p>\n<p>一句话，马路上有老司机，也有鲁莽司机，但没有又老又鲁莽的司机；因为鲁莽司机都等不到老就翻车了。同理，市场上有老投资人，也有勇猛的投资人，但又老又勇猛的投资人是没有的。道理你懂的！</p>\n<p>总而言之，“股神”告诉了我们，市场短期的走势没人能预测，但是长期投资的方向可以大概率判断，投资就是投国家经济的成长，因此，中国和美国都应该是未来权益投资的重点，至于投资主题方面，巴菲特以及管理团队反复提到与全球气候变化直接相关的碳排放与碳中和，这与我国领导人提出的“碳达峰，碳中和”不谋而合，在未来会创造很好的长期投资机会；同时，科技也是另外一个很好的主题投资方向，巴菲特也提到作为科技龙头的苹果与消费是息息相关的，并指出关于苹果的股票价格需要回到投资基本面决定。</p>\n<p>读到这里，有些国内投资人可能会有些不耐烦了。听股神说了半天都没有给我们推荐什么必涨的股票啊？也没有给我们指出什么迅速致富的投资捷径啊？</p>\n<p>的确没有。我认为巴菲特与芒格两位大师以及团队已经把他们的认知无保留地分享给大家了。</p>\n<p>实际上，全球无人能出其右的“股神”巴菲特，40多年来的年化回报率只有区区的19%，还不及A股投资人挂在嘴边的一天一个涨停板。但如此不起眼的短期战绩却不妨碍巴老成为了世界上最富的人之一。只是，投资人们往往高估了自己短期获取超额收益的能力，同时又低估了以“积跬步，致千里”的日积月累方式能达到的最终成就。</p>\n<p>建议还在浮躁中的投资人淡定下来，按照前面所总结的投资大师在四个方面的教导。从关注市场的每日波动转向潜心研究未来能大概率持续增长的行业，找出长期稳健经营而创造丰厚利润的好公司，等合理价买入后，通过长期持有来分享这些好公司带来的丰厚收益。又或是以分批平均价格买入并长期持有主流指数型基金的形式参与“国运”投资。只要有足够的耐性与韧劲，我们都可以成为巴菲特。</p>","source":"FTZWW","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特告诉我们什么投资秘诀？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-05 08:55 北京时间 <a href=https://www.gelonghui.com/p/463961><strong>FT中文网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有足够的耐性与韧劲，我们都可以成为巴菲特。\n\n2021年伯克希尔• 哈撒韦股东大会如期在网上召开。得益于一日千里的科技进步，我们得以通过网上直播和中文同声传译，免费同步获得了向全球公认的投资界常青树、股神巴菲特学习投资秘诀的机会。\n从个人而言，我对巴菲特传授的“秘诀”感悟如下：\n01、不投资不是办法\n当谈及宏观通胀及民生时，巴菲特认为通胀已显著上涨，工资却没跟上。许多原材料一直在涨价，我们的生活和...</p>\n\n<a href=\"https://www.gelonghui.com/p/463961\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.gelonghui.com/p/463961","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167945908","content_text":"有足够的耐性与韧劲，我们都可以成为巴菲特。\n\n2021年伯克希尔• 哈撒韦股东大会如期在网上召开。得益于一日千里的科技进步，我们得以通过网上直播和中文同声传译，免费同步获得了向全球公认的投资界常青树、股神巴菲特学习投资秘诀的机会。\n从个人而言，我对巴菲特传授的“秘诀”感悟如下：\n01、不投资不是办法\n当谈及宏观通胀及民生时，巴菲特认为通胀已显著上涨，工资却没跟上。许多原材料一直在涨价，我们的生活和供应链完全被扭曲，现在通胀比人们预期要高得多，未来会接着涨。\n显然，全球各国为应对一年多以来疫情流行带来的经济下行压力而采取的全面货币宽松，已经毫无悬念地引发了通胀。而通胀的直接结果就是货币购买力的下降，长期而言，如果没有办法通过有效的投资来让自己的积蓄以跟上通胀的速度增值，则必然会面对财富缩水的结局。\n02、投资就是投国运\n在谈到关于个股投资的不确定性时，巴菲特列举截至2021年3月31日的全球20个市值最大上市企业，前6大公司中有5家是美国公司，包括苹果、微软、亚马逊、Alphabet、脸书。而值得注意的是，前20家企业中，中国有海峡两岸的腾讯、阿里、茅台、台积电等共4家公司上榜。\n在1989年世界市值排名前20大公司的名单中，我们会发现当时排名前列的公司许多都来自于日本，包括价值1040亿美元的日本兴业银行、住友银行、丰田汽车、野村证券等。\n比较一下就发现，在今年榜单上，引领全球经济的美国公司的占比更高了，而在过去三十年间经济持续高速增长的中国公司开始占有不少的比重了，但日本公司却已经消失无踪了。\n显然，在过去的三十年参与权益投资，选择正确的市场是必须的，巴菲特投资的成就很大程度上就因为他选择对了以美国公司作为投资标的。而过去三十年，选择投资中国资产为投资重点的投资人应该也回报丰厚，例如，久被国内投资人诟病的上证指数从1990年底至今也从100点上涨到今天的3400多点，涨了30多倍。相比之下，以经济“失去三十年”为背景的日经指数至今还在三十年前的巅峰之下。\n因此，巴菲特告诫我们，不论是投资公司还是指数基金，投资者必须先“上船”，才能有机会获得收益。至于上哪条“船”也是需要深思熟虑的，上对“船”会有非常好的结果。翻译成国内投资人容易懂的话那就是：投资就是投国运！\n03、投资必须与时俱进\n再细看巴菲特先生提供的两张上市企业排名榜单，就能发现，当今的20家明星企业并不在30年前的世界市值排行前20位的公司名单中，有许多公司（如阿里、腾讯、脸书等）在30年前甚至根本不存在。\n巴菲特指出，短短30年内，全球顶级公司从1040亿美元增长到2.05万亿美元(苹果公司的市值超过2万亿美元)，价值已显著增加。这与通胀有关，更与科技进步以及人们生活方式的改变有关。\n因此，在权益类投资中必须做到与时俱进。跟上时代、找到能改变世界的公司进行投资，才能取得投资回报的最大化。\n如果没有时间与能力去找到这些能改变世界的好公司，那投资人该如何“与时俱进”？\n巴菲特认为30年后市值最大企业名单可能面目全非，如果你喜欢挑选个股来投资，很难确保能挑到很多年后还存活的公司，所以最好的方式是投资指数基金。\n巴菲特说，我建议您可以选择持标普500，长期以来，有很多人都是持标普500的，您不一定非要选择我们伯克希尔股票。我和芒格先生在50年前就已经合作了，我们有一群非常特别而且特殊的股东。和标普500比较，我还是喜欢伯克希尔公司的股票。当然，如果您一点也不懂股票，而且对于伯克希尔也没有任何感觉，那就去买标普500。\n确实，主流指数型基金代表的是市场主流，也是与时俱进的。\n04、投资必须控制风险\n当有投资者提问：现在的利率非常低，甚至有的国家和地区实行零利率。在这个情况下，可以借钱做一些更有收益的事情吗？\n巴菲特答：当然，你可以在零利率的时候去借，然后投资一些东西赚很多钱，不排除这种可能性。但这是很疯狂的事，我似乎是在告诉你“怎样做才能更快破产”。萨缪尔森先生是一位非常睿智的经济学家，他在他的书里没有讲过负利率的事情，讲的是零利率。我们不知道当负利率真正发生时，究竟会带来何种结果。\n对于各种特殊目的投资公司以及各类的“散户战胜华尔街”之类的短期投资炒作，巴菲特与芒格都表示基本类似于哈撒韦赌博，他们特别谈到都不持有比特币；芒格更是称讨厌比特币的成功，认为是仅为凭空创造的金融产品而已，他表示不喜欢加密货币对现有系统的绑架，这“与文明利益背道而驰”。\n他们两位还提到，从保护投资人利益的角度出发，伯克希尔•哈撒韦总是会保留着10-15%左右的现金，以备市场极端之需。\n一句话，马路上有老司机，也有鲁莽司机，但没有又老又鲁莽的司机；因为鲁莽司机都等不到老就翻车了。同理，市场上有老投资人，也有勇猛的投资人，但又老又勇猛的投资人是没有的。道理你懂的！\n总而言之，“股神”告诉了我们，市场短期的走势没人能预测，但是长期投资的方向可以大概率判断，投资就是投国家经济的成长，因此，中国和美国都应该是未来权益投资的重点，至于投资主题方面，巴菲特以及管理团队反复提到与全球气候变化直接相关的碳排放与碳中和，这与我国领导人提出的“碳达峰，碳中和”不谋而合，在未来会创造很好的长期投资机会；同时，科技也是另外一个很好的主题投资方向，巴菲特也提到作为科技龙头的苹果与消费是息息相关的，并指出关于苹果的股票价格需要回到投资基本面决定。\n读到这里，有些国内投资人可能会有些不耐烦了。听股神说了半天都没有给我们推荐什么必涨的股票啊？也没有给我们指出什么迅速致富的投资捷径啊？\n的确没有。我认为巴菲特与芒格两位大师以及团队已经把他们的认知无保留地分享给大家了。\n实际上，全球无人能出其右的“股神”巴菲特，40多年来的年化回报率只有区区的19%，还不及A股投资人挂在嘴边的一天一个涨停板。但如此不起眼的短期战绩却不妨碍巴老成为了世界上最富的人之一。只是，投资人们往往高估了自己短期获取超额收益的能力，同时又低估了以“积跬步，致千里”的日积月累方式能达到的最终成就。\n建议还在浮躁中的投资人淡定下来，按照前面所总结的投资大师在四个方面的教导。从关注市场的每日波动转向潜心研究未来能大概率持续增长的行业，找出长期稳健经营而创造丰厚利润的好公司，等合理价买入后，通过长期持有来分享这些好公司带来的丰厚收益。又或是以分批平均价格买入并长期持有主流指数型基金的形式参与“国运”投资。只要有足够的耐性与韧劲，我们都可以成为巴菲特。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101882238,"gmtCreate":1619877126224,"gmtModify":1619878407223,"author":{"id":"3581155613213264","authorId":"3581155613213264","name":"常健davin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581155613213264","idStr":"3581155613213264"},"themes":[],"htmlText":"股神","listText":"股神","text":"股神","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101882238","repostId":"1149032296","repostType":4,"repost":{"id":"1149032296","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619870438,"share":"https://ttm.financial/m/news/1149032296?lang=&edition=full","pubTime":"2021-05-01 20:00","market":"hk","language":"zh","title":"“股神”巴菲特Q1成绩单来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1149032296","media":"老虎资讯综合","summary":"伯克希尔哈撒韦今日公布2021年第一季度财报。财报显示，伯克希尔Q1营收645.99亿美元，市场预期635.39亿美元，去年同期612.65亿美元；净利117.11亿美元，市场预期净利润57.71亿美","content":"<p>伯克希尔哈撒韦今日公布2021年第一季度财报。财报显示，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>Q1营收645.99亿美元，市场预期635.39亿美元，去年同期612.65亿美元；净利117.11亿美元，市场预期净利润57.71亿美元，去年同期净亏损497.46亿美元；A类普通股每股盈利7638美元，去年同期每股亏损30653美元；B类普通股每股盈利5.09美元，去年同期每股亏损20.44美元。</p><p><a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216193212265363%22%7D\" target=\"_blank\"><b>巴菲特股东大会直播将于北京时间5月2日凌晨1点开始</b></a><b></b></p><p>伯克希尔哈撒韦第一季度运营利润70.2亿美元，回购66亿美元股票。</p><p>截至2021年3月31日，前4大持仓仍为<a href=\"https://laohu8.com/S/AXP\">美国运通</a>（214亿美元）、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>（1109亿美元）、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>（400亿美元）、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>（211亿美元），合计占整体股票持仓的69%。去年四季度末，这四大持仓市值分别为183亿美元，1204亿美元，313亿美元，219亿美元，合计占整体股票持仓的68%。</p><p><img src=\"https://static.tigerbbs.com/214a0fd89ce8ab62b293a0c1a5873d74\" tg-width=\"1536\" tg-height=\"781\" referrerpolicy=\"no-referrer\"></p><p>伯克希尔第一季度现金储备为1454亿美元，2020年底的现金储备为1383亿美元；保费收入为164.24亿美元，去年同期为157.48亿美元；销售与服务收入为336.98亿美元，去年同期为319.26亿美元；租赁收入为13.24亿美元，去年同期为14.28亿美元；利息、分红和其他投资收入为18.51亿美元，去年同期为22.76亿美元；铁路、公用设施和能源收入为113.02亿美元，去年同期为98.87亿美元。</p><p>伯克希尔一季度末，保险浮存金约为1400亿美元。一季度投资和衍生品净收益为46.9亿美元，去年同期亏损556.2亿美元。</p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“股神”巴菲特Q1成绩单来了！</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“股神”巴菲特Q1成绩单来了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-01 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>伯克希尔哈撒韦今日公布2021年第一季度财报。财报显示，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>Q1营收645.99亿美元，市场预期635.39亿美元，去年同期612.65亿美元；净利117.11亿美元，市场预期净利润57.71亿美元，去年同期净亏损497.46亿美元；A类普通股每股盈利7638美元，去年同期每股亏损30653美元；B类普通股每股盈利5.09美元，去年同期每股亏损20.44美元。</p><p><a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216193212265363%22%7D\" target=\"_blank\"><b>巴菲特股东大会直播将于北京时间5月2日凌晨1点开始</b></a><b></b></p><p>伯克希尔哈撒韦第一季度运营利润70.2亿美元，回购66亿美元股票。</p><p>截至2021年3月31日，前4大持仓仍为<a href=\"https://laohu8.com/S/AXP\">美国运通</a>（214亿美元）、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>（1109亿美元）、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>（400亿美元）、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>（211亿美元），合计占整体股票持仓的69%。去年四季度末，这四大持仓市值分别为183亿美元，1204亿美元，313亿美元，219亿美元，合计占整体股票持仓的68%。</p><p><img src=\"https://static.tigerbbs.com/214a0fd89ce8ab62b293a0c1a5873d74\" tg-width=\"1536\" tg-height=\"781\" referrerpolicy=\"no-referrer\"></p><p>伯克希尔第一季度现金储备为1454亿美元，2020年底的现金储备为1383亿美元；保费收入为164.24亿美元，去年同期为157.48亿美元；销售与服务收入为336.98亿美元，去年同期为319.26亿美元；租赁收入为13.24亿美元，去年同期为14.28亿美元；利息、分红和其他投资收入为18.51亿美元，去年同期为22.76亿美元；铁路、公用设施和能源收入为113.02亿美元，去年同期为98.87亿美元。</p><p>伯克希尔一季度末，保险浮存金约为1400亿美元。一季度投资和衍生品净收益为46.9亿美元，去年同期亏损556.2亿美元。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149032296","content_text":"伯克希尔哈撒韦今日公布2021年第一季度财报。财报显示，伯克希尔Q1营收645.99亿美元，市场预期635.39亿美元，去年同期612.65亿美元；净利117.11亿美元，市场预期净利润57.71亿美元，去年同期净亏损497.46亿美元；A类普通股每股盈利7638美元，去年同期每股亏损30653美元；B类普通股每股盈利5.09美元，去年同期每股亏损20.44美元。巴菲特股东大会直播将于北京时间5月2日凌晨1点开始伯克希尔哈撒韦第一季度运营利润70.2亿美元，回购66亿美元股票。截至2021年3月31日，前4大持仓仍为美国运通（214亿美元）、苹果（1109亿美元）、美国银行（400亿美元）、可口可乐（211亿美元），合计占整体股票持仓的69%。去年四季度末，这四大持仓市值分别为183亿美元，1204亿美元，313亿美元，219亿美元，合计占整体股票持仓的68%。伯克希尔第一季度现金储备为1454亿美元，2020年底的现金储备为1383亿美元；保费收入为164.24亿美元，去年同期为157.48亿美元；销售与服务收入为336.98亿美元，去年同期为319.26亿美元；租赁收入为13.24亿美元，去年同期为14.28亿美元；利息、分红和其他投资收入为18.51亿美元，去年同期为22.76亿美元；铁路、公用设施和能源收入为113.02亿美元，去年同期为98.87亿美元。伯克希尔一季度末，保险浮存金约为1400亿美元。一季度投资和衍生品净收益为46.9亿美元，去年同期亏损556.2亿美元。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101881280,"gmtCreate":1619876904640,"gmtModify":1619878407219,"author":{"id":"3581155613213264","authorId":"3581155613213264","name":"常健davin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581155613213264","idStr":"3581155613213264"},"themes":[],"htmlText":"五一放假，港美股继续玩","listText":"五一放假，港美股继续玩","text":"五一放假，港美股继续玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101881280","repostId":"1170908014","repostType":4,"repost":{"id":"1170908014","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618906754,"share":"https://ttm.financial/m/news/1170908014?lang=&edition=full","pubTime":"2021-04-20 16:19","market":"hk","language":"zh","title":"提醒：五一劳动节A股休市三天，港美股照常交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1170908014","media":"老虎资讯综合","summary":"五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，","content":"<p>五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>5月1日（周六）至5月5日（周三）休市，5月6日（周四）起照常开市。</p><p><b>港股：</b></p><p>照常交易。</p><p><b>美股：</b></p><p>照常交易。</p><p><b>英股：</b></p><p>5月3日（周一）为英国传统节日Bank holiday，英股休市一日</p><p><b>新加坡市场：</b></p><p>照常交易。</p><p><b>澳大利亚市场：</b></p><p>照常交易。</p><p><b>沪股通、深股通：</b></p><p>5月1日（周六）至5月5日（周三）关闭，5月6日（周四）起照常开通。</p><p><b>港股通：</b></p><p>4月29日（周四）至5月5日（周三）关闭，5月6日（周四）起照常开通。</p><p>祝各位最美劳动者五一节日快乐，平安喜乐！<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>提醒：五一劳动节A股休市三天，港美股照常交易</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n提醒：五一劳动节A股休市三天，港美股照常交易\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-20 16:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>5月1日（周六）至5月5日（周三）休市，5月6日（周四）起照常开市。</p><p><b>港股：</b></p><p>照常交易。</p><p><b>美股：</b></p><p>照常交易。</p><p><b>英股：</b></p><p>5月3日（周一）为英国传统节日Bank holiday，英股休市一日</p><p><b>新加坡市场：</b></p><p>照常交易。</p><p><b>澳大利亚市场：</b></p><p>照常交易。</p><p><b>沪股通、深股通：</b></p><p>5月1日（周六）至5月5日（周三）关闭，5月6日（周四）起照常开通。</p><p><b>港股通：</b></p><p>4月29日（周四）至5月5日（周三）关闭，5月6日（周四）起照常开通。</p><p>祝各位最美劳动者五一节日快乐，平安喜乐！<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170908014","content_text":"五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，5月6日（周四）起照常开市。港股：照常交易。美股：照常交易。英股：5月3日（周一）为英国传统节日Bank holiday，英股休市一日新加坡市场：照常交易。澳大利亚市场：照常交易。沪股通、深股通：5月1日（周六）至5月5日（周三）关闭，5月6日（周四）起照常开通。港股通：4月29日（周四）至5月5日（周三）关闭，5月6日（周四）起照常开通。祝各位最美劳动者五一节日快乐，平安喜乐！","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":101881280,"gmtCreate":1619876904640,"gmtModify":1619878407219,"author":{"id":"3581155613213264","authorId":"3581155613213264","name":"常健davin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581155613213264","idStr":"3581155613213264"},"themes":[],"htmlText":"五一放假，港美股继续玩","listText":"五一放假，港美股继续玩","text":"五一放假，港美股继续玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101881280","repostId":"1170908014","repostType":4,"repost":{"id":"1170908014","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618906754,"share":"https://ttm.financial/m/news/1170908014?lang=&edition=full","pubTime":"2021-04-20 16:19","market":"hk","language":"zh","title":"提醒：五一劳动节A股休市三天，港美股照常交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1170908014","media":"老虎资讯综合","summary":"五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，","content":"<p>五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>5月1日（周六）至5月5日（周三）休市，5月6日（周四）起照常开市。</p><p><b>港股：</b></p><p>照常交易。</p><p><b>美股：</b></p><p>照常交易。</p><p><b>英股：</b></p><p>5月3日（周一）为英国传统节日Bank holiday，英股休市一日</p><p><b>新加坡市场：</b></p><p>照常交易。</p><p><b>澳大利亚市场：</b></p><p>照常交易。</p><p><b>沪股通、深股通：</b></p><p>5月1日（周六）至5月5日（周三）关闭，5月6日（周四）起照常开通。</p><p><b>港股通：</b></p><p>4月29日（周四）至5月5日（周三）关闭，5月6日（周四）起照常开通。</p><p>祝各位最美劳动者五一节日快乐，平安喜乐！<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>提醒：五一劳动节A股休市三天，港美股照常交易</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n提醒：五一劳动节A股休市三天，港美股照常交易\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-20 16:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？<img src=\"https://static.tigerbbs.com/9dcfc9f46149ed58e89371cfb512c504\" tg-width=\"976\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>5月1日（周六）至5月5日（周三）休市，5月6日（周四）起照常开市。</p><p><b>港股：</b></p><p>照常交易。</p><p><b>美股：</b></p><p>照常交易。</p><p><b>英股：</b></p><p>5月3日（周一）为英国传统节日Bank holiday，英股休市一日</p><p><b>新加坡市场：</b></p><p>照常交易。</p><p><b>澳大利亚市场：</b></p><p>照常交易。</p><p><b>沪股通、深股通：</b></p><p>5月1日（周六）至5月5日（周三）关闭，5月6日（周四）起照常开通。</p><p><b>港股通：</b></p><p>4月29日（周四）至5月5日（周三）关闭，5月6日（周四）起照常开通。</p><p>祝各位最美劳动者五一节日快乐，平安喜乐！<img src=\"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9\" tg-width=\"674\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/703fdb4d8b073167b0b526575917e6b9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170908014","content_text":"五一小长假即将要来临了，值得一提的是，今年五一劳动节继续连休五天。关于五一股市安排方面，也是投资者们关注的焦点，下面一起来看看2021年五一股市休市几天？A股：5月1日（周六）至5月5日（周三）休市，5月6日（周四）起照常开市。港股：照常交易。美股：照常交易。英股：5月3日（周一）为英国传统节日Bank holiday，英股休市一日新加坡市场：照常交易。澳大利亚市场：照常交易。沪股通、深股通：5月1日（周六）至5月5日（周三）关闭，5月6日（周四）起照常开通。港股通：4月29日（周四）至5月5日（周三）关闭，5月6日（周四）起照常开通。祝各位最美劳动者五一节日快乐，平安喜乐！","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803056857,"gmtCreate":1627397856979,"gmtModify":1627397856979,"author":{"id":"3581155613213264","authorId":"3581155613213264","name":"常健davin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581155613213264","idStr":"3581155613213264"},"themes":[],"htmlText":"谢谢","listText":"谢谢","text":"谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803056857","repostId":"1126824986","repostType":2,"isVote":1,"tweetType":1,"viewCount":6304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159483139,"gmtCreate":1624976914721,"gmtModify":1624976914721,"author":{"id":"3581155613213264","authorId":"3581155613213264","name":"常健davin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581155613213264","idStr":"3581155613213264"},"themes":[],"htmlText":"SAVE","listText":"SAVE","text":"SAVE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159483139","repostId":"1140044383","repostType":2,"repost":{"id":"1140044383","kind":"news","pubTimestamp":1624761401,"share":"https://ttm.financial/m/news/1140044383?lang=&edition=full","pubTime":"2021-06-27 10:36","market":"us","language":"en","title":"Wall Street analysts predict these stocks will be top outperformers in the second half","url":"https://stock-news.laohu8.com/highlight/detail?id=1140044383","media":"CNBC","summary":"The second half of 2021 is nearing and there’s a plethora of stocks set to rally, Wall Street analysts said this week.The recovery and reopening presents a rare buying opportunity for investors, the analysts wrote.CNBC Pro combed through the most recent Wall Street research to find some of the best positioned stocks as the second half approaches.It’s going to be a blockbuster fall in more ways than one for the China-based video game company, according to Morgan Stanley.“History hints at outperfo","content":"<div>\n<p>The second half of 2021 is nearing and there’s a plethora of stocks set to rally, Wall Street analysts said this week.\nThe recovery and reopening presents a rare buying opportunity for investors, the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/26/wall-street-analysts-say-buy-top-second-half-stocks-uber-sunrun.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts predict these stocks will be top outperformers in the second half</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts predict these stocks will be top outperformers in the second half\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 10:36 GMT+8 <a href=https://www.cnbc.com/2021/06/26/wall-street-analysts-say-buy-top-second-half-stocks-uber-sunrun.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The second half of 2021 is nearing and there’s a plethora of stocks set to rally, Wall Street analysts said this week.\nThe recovery and reopening presents a rare buying opportunity for investors, the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/26/wall-street-analysts-say-buy-top-second-half-stocks-uber-sunrun.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOVA":"Sunnova Energy International Inc.","OMF":"OneMain Holdings, Inc","NTES":"网易","AMWD":"美国伍德马克","UBER":"优步","RUN":"Sunrun Inc."},"source_url":"https://www.cnbc.com/2021/06/26/wall-street-analysts-say-buy-top-second-half-stocks-uber-sunrun.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1140044383","content_text":"The second half of 2021 is nearing and there’s a plethora of stocks set to rally, Wall Street analysts said this week.\nThe recovery and reopening presents a rare buying opportunity for investors, the analysts wrote.\nCNBC Pro combed through the most recent Wall Street research to find some of the best positioned stocks as the second half approaches.\nThey include:Uber,NetEase,OneMain,American Woodmark,Sunrun and Sunnova.\nNetEase\nIt’s going to be a blockbuster fall in more ways than one for the China-based video game company, according to Morgan Stanley.\n“History hints at outperformance in the next 6 months,” analyst Alex Poon wrote recently.\nNetEase has several big titles coming out later this year that Poon believes are a good omen for the stock.\n“The past game launch cycles have all driven strong stock price performance...,” he wrote.\nThe firm said shares of NetEase had reacted positively after the release of games like Knives Out and New Ghost in prior years.\n“NetEase’s game launches/revenue growth have strongly correlated with stock price since 2015, suggesting potential outperformance in the next 6 months, driven by Harry Potter and Diablo Immortal,” Poon said.\nHarry Potter is due in the third quarter of this year while Diablo is due in the fourth quarter.\nIn addition, the stock’s valuation is quite “attractive” and investors should buy it now, the firm said.\nShares are up 11.5% this year.\nOneMain\n“A series of tailwinds is developing,” for the financial services company, Piper Sandler said in a note this week.\nThe firm raised its price target to a Street high of $73 per share from $63 and said OneMain was its top pick for the rest of the year, analyst Kevin Barker wrote.\n“In our view, OMF is the best positioned stock within our coverage over the next 6-12 months,” he said.\nBarker said shares of OneMain have had a bit of an overhang due to a large selling shareholder, but that the stock was getting a bad rap.\n“We believe the stock has the potential to experience a material re-rating once the overhang is lifted, especially if we see new directors on the board and a shift in capital allocation policies,” he said.\nIn addition, Barker said a resumption of buybacks could “enhance” shareholder returns.\n“We believe a buyback policy could lead to greater EPS growth and the potential for a much higher P/E multiple on the stock,” Barker noted.\nThe firm went on to say that there’s a “meaningful strategic shift” happening at OneMain and that patient investors will be rewarded.\nShares are up 27.5% this year.\nAmerican Woodmark\nThe kitchen cabinet manufacturer was upgraded to buy from hold by investment firm Loop Capital this week.\nThe firm said sales growth remains strong and recent survey checks indicate a prime buying opportunity, analyst Garik Shmois said.\n“Despite concerns about tough comps and the recent pause in new residential construction, our survey gives us confidence that sentiment has gotten too negative & that sales should outpace expectations while commodity cost inflation appears to have peaked,” he wrote.\nIn fact, the firm said dealer traffic is as strong as it’s ever been.\n“The shares have acted poorly of late, but from a stock picking perspective, we think there’s value here,” he added.\nShmois acknowledged his call was out of consensus as most investors have been cautious around housing stocks.\nBut Shmois said the stock is just too attractive now given the pullback in shares.\nThe firm also said that price increases appear to be sticking while hardwood costs have started to “roll over which should alleviate cost pressures” along with greater demand for residential construction.\n“We have greater confidence for AMWD that margins should begin to recover in the second half of their FY22 which should drive the stock higher from currently depressed levels,” he said.\nShares of American Woodmark are down 5.3% this month.\nSunrun and Sunnova- JPMorgan, Overweight ratings\n“Our top picks for 2H21 are residential installers Sunrun and Sunnova. Both companies have above-average inventory levels owing to 2019 safe-harbor activity and early-21 pre-buying, which we believe positions each company to meet 2H21 demand regardless of supply-chain or geopolitical disruption. While supply chain disruption lasting into 2022 or a sudden spike in interest rates present risks, we believe RUN and NOVA are relatively best positioned within our coverage near term.”\nNetEase- Morgan Stanley, Overweight rating\n“History hints at outperformance in the next 6 months. NetEase’s game launches/revenue growth have strongly correlated with stock price since 2015, suggesting potential outperformance in the next 6 months, driven by Harry Potter (3Q) and Diablo Immortal (4Q). Valuation looks attractive at 21x 2022 P/E (games 17-18x) vs. global peers 18-31x. The past game launch cycles have all driven strong stock price performance.”\nOneMain- Piper Sandler, Overweight rating\n“Top pick for remainder of year. Series of tailwinds developing. ... .In our view, OMF is the best positioned stock within our coverage over the next 6-12 months. The stock has underperformed the peer group due to the overhang of a large selling shareholder. We believe stock has the potential to experience a material re-rating once the overhang is lifted, especially if we see new directors on the board & a shift in capital allocation policies. In addition to these catalysts, we believe there is a meaningful strategic shift occurring within OMF that will fundamentally change the company’s growth trajectory over the next 3-5 years.”\nUber- Bank of America, Buy rating\n“A top catalyst stock in 2H. We see several important potential catalysts for Uber including potential IPOs in the sector that could change comps or asset values, competitive launches, end of US unemployment stimulus, or Federal/State legislation on driver employment. ... .A driver shortage in the US has led to less rides & courier availability. Enhanced unemployment benefits run out in September, which could act as a catalyst to improve supply & drive bookings.”\nAmerican Woodmark- Loop Capital, Buy rating\n“We’re upgrading FBHS & AMWD to BUYs after our cabinets survey showed sales growth remains robust into 2QCY21 & dealer traffic levels, which we view as a leading indicator, are as strong as we’ve seen in this survey. Despite concerns about tough comps & the recent pause in new residential construction, our survey gives us confidence that sentiment has gotten too negative & that sales should outpace expectations while commodity cost inflation appears to have peaked. ... .We view AMWD as Value Play. The shares have acted poorly of late, but from a stock picking perspective, we think there’s value here. ... .We have greater confidence for AMWD that margins should begin to recover in the second half of their FY22 which should drive the stock higher from currently depressed levels.","news_type":1,"symbols_score_info":{"AMWD":0.9,"NOVA":0.9,"NTES":0.9,"OMF":0.9,"RUN":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102834556,"gmtCreate":1620191999275,"gmtModify":1620191999275,"author":{"id":"3581155613213264","authorId":"3581155613213264","name":"常健davin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581155613213264","idStr":"3581155613213264"},"themes":[],"htmlText":"学习再深入一点","listText":"学习再深入一点","text":"学习再深入一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/102834556","repostId":"1167945908","repostType":4,"repost":{"id":"1167945908","kind":"news","pubTimestamp":1620176145,"share":"https://ttm.financial/m/news/1167945908?lang=&edition=full","pubTime":"2021-05-05 08:55","market":"us","language":"zh","title":"巴菲特告诉我们什么投资秘诀？","url":"https://stock-news.laohu8.com/highlight/detail?id=1167945908","media":"FT中文网","summary":"有足够的耐性与韧劲，我们都可以成为巴菲特。\n\n2021年伯克希尔• 哈撒韦股东大会如期在网上召开。得益于一日千里的科技进步，我们得以通过网上直播和中文同声传译，免费同步获得了向全球公认的投资界常青树、","content":"<blockquote>\n 有足够的耐性与韧劲，我们都可以成为巴菲特。\n</blockquote>\n<p>2021年<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>• 哈撒韦股东大会如期在网上召开。得益于一日千里的科技进步，我们得以通过网上直播和中文同声传译，免费同步获得了向全球公认的投资界常青树、股神巴菲特学习投资秘诀的机会。</p>\n<p>从个人而言，我对巴菲特传授的“秘诀”感悟如下：</p>\n<p><b>01、不投资不是办法</b></p>\n<p>当谈及宏观通胀及民生时，巴菲特认为通胀已显著上涨，工资却没跟上。许多原材料一直在涨价，我们的生活和供应链完全被扭曲，现在通胀比人们预期要高得多，未来会接着涨。</p>\n<p>显然，全球各国为应对一年多以来疫情流行带来的经济下行压力而采取的全面货币宽松，已经毫无悬念地引发了通胀。而通胀的直接结果就是货币购买力的下降，长期而言，如果没有办法通过有效的投资来让自己的积蓄以跟上通胀的速度增值，则必然会面对财富缩水的结局。</p>\n<p><b>02、投资就是投国运</b></p>\n<p>在谈到关于个股投资的不确定性时，巴菲特列举截至2021年3月31日的全球20个市值最大上市企业，前6大公司中有5家是美国公司，包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet、脸书。而值得注意的是，前20家企业中，中国有海峡两岸的<a href=\"https://laohu8.com/S/00700\">腾讯</a>、阿里、茅台、<a href=\"https://laohu8.com/S/TSM\">台积电</a>等共4家公司上榜。</p>\n<p>在1989年世界市值排名前20大公司的名单中，我们会发现当时排名前列的公司许多都来自于日本，包括价值1040亿美元的日本<a href=\"https://laohu8.com/S/601166\">兴业银行</a>、住友银行、<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>、野村证券等。</p>\n<p>比较一下就发现，在今年榜单上，引领全球经济的美国公司的占比更高了，而在过去三十年间经济持续高速增长的中国公司开始占有不少的比重了，但日本公司却已经消失无踪了。</p>\n<p>显然，在过去的三十年参与权益投资，选择正确的市场是必须的，巴菲特投资的成就很大程度上就因为他选择对了以美国公司作为投资标的。而过去三十年，选择投资中国资产为投资重点的投资人应该也回报丰厚，例如，久被国内投资人诟病的上证指数从1990年底至今也从100点上涨到今天的3400多点，涨了30多倍。相比之下，以经济“失去三十年”为背景的日经指数至今还在三十年前的巅峰之下。</p>\n<p>因此，巴菲特告诫我们，不论是投资公司还是指数基金，投资者必须先“上船”，才能有机会获得收益。至于上哪条“船”也是需要深思熟虑的，上对“船”会有非常好的结果。翻译成国内投资人容易懂的话那就是：投资就是投国运！</p>\n<p><b>03、投资必须与时俱进</b></p>\n<p>再细看巴菲特先生提供的两张上市企业排名榜单，就能发现，当今的20家明星企业并不在30年前的世界市值排行前20位的公司名单中，有许多公司（如阿里、腾讯、脸书等）在30年前甚至根本不存在。</p>\n<p>巴菲特指出，短短30年内，全球顶级公司从1040亿美元增长到2.05万亿美元(苹果公司的市值超过2万亿美元)，价值已显著增加。这与通胀有关，更与科技进步以及人们生活方式的改变有关。</p>\n<p>因此，在权益类投资中必须做到与时俱进。跟上时代、找到能改变世界的公司进行投资，才能取得投资回报的最大化。</p>\n<p>如果没有时间与能力去找到这些能改变世界的好公司，那投资人该如何“与时俱进”？</p>\n<p>巴菲特认为30年后市值最大企业名单可能面目全非，如果你喜欢挑选个股来投资，很难确保能挑到很多年后还存活的公司，所以最好的方式是投资指数基金。</p>\n<p>巴菲特说，我建议您可以选择持标普500，长期以来，有很多人都是持标普500的，您不一定非要选择我们伯克希尔股票。我和芒格先生在50年前就已经合作了，我们有一群非常特别而且特殊的股东。和标普500比较，我还是喜欢伯克希尔公司的股票。当然，如果您一点也不懂股票，而且对于伯克希尔也没有任何感觉，那就去买标普500。</p>\n<p>确实，主流指数型基金代表的是市场主流，也是与时俱进的。</p>\n<p><b>04、投资必须控制风险</b></p>\n<p>当有投资者提问：现在的利率非常低，甚至有的国家和地区实行零利率。在这个情况下，可以借钱做一些更有收益的事情吗？</p>\n<p>巴菲特答：当然，你可以在零利率的时候去借，然后投资一些东西赚很多钱，不排除这种可能性。但这是很疯狂的事，我似乎是在告诉你“怎样做才能更快破产”。萨缪尔森先生是一位非常睿智的经济学家，他在他的书里没有讲过负利率的事情，讲的是零利率。我们不知道当负利率真正发生时，究竟会带来何种结果。</p>\n<p>对于各种特殊目的投资公司以及各类的“散户战胜华尔街”之类的短期投资炒作，巴菲特与芒格都表示基本类似于哈撒韦赌博，他们特别谈到都不持有比特币；芒格更是称讨厌比特币的成功，认为是仅为凭空创造的金融产品而已，他表示不喜欢加密货币对现有系统的绑架，这“与文明利益背道而驰”。</p>\n<p>他们两位还提到，从保护投资人利益的角度出发，伯克希尔•哈撒韦总是会保留着10-15%左右的现金，以备市场极端之需。</p>\n<p>一句话，马路上有老司机，也有鲁莽司机，但没有又老又鲁莽的司机；因为鲁莽司机都等不到老就翻车了。同理，市场上有老投资人，也有勇猛的投资人，但又老又勇猛的投资人是没有的。道理你懂的！</p>\n<p>总而言之，“股神”告诉了我们，市场短期的走势没人能预测，但是长期投资的方向可以大概率判断，投资就是投国家经济的成长，因此，中国和美国都应该是未来权益投资的重点，至于投资主题方面，巴菲特以及管理团队反复提到与全球气候变化直接相关的碳排放与碳中和，这与我国领导人提出的“碳达峰，碳中和”不谋而合，在未来会创造很好的长期投资机会；同时，科技也是另外一个很好的主题投资方向，巴菲特也提到作为科技龙头的苹果与消费是息息相关的，并指出关于苹果的股票价格需要回到投资基本面决定。</p>\n<p>读到这里，有些国内投资人可能会有些不耐烦了。听股神说了半天都没有给我们推荐什么必涨的股票啊？也没有给我们指出什么迅速致富的投资捷径啊？</p>\n<p>的确没有。我认为巴菲特与芒格两位大师以及团队已经把他们的认知无保留地分享给大家了。</p>\n<p>实际上，全球无人能出其右的“股神”巴菲特，40多年来的年化回报率只有区区的19%，还不及A股投资人挂在嘴边的一天一个涨停板。但如此不起眼的短期战绩却不妨碍巴老成为了世界上最富的人之一。只是，投资人们往往高估了自己短期获取超额收益的能力，同时又低估了以“积跬步，致千里”的日积月累方式能达到的最终成就。</p>\n<p>建议还在浮躁中的投资人淡定下来，按照前面所总结的投资大师在四个方面的教导。从关注市场的每日波动转向潜心研究未来能大概率持续增长的行业，找出长期稳健经营而创造丰厚利润的好公司，等合理价买入后，通过长期持有来分享这些好公司带来的丰厚收益。又或是以分批平均价格买入并长期持有主流指数型基金的形式参与“国运”投资。只要有足够的耐性与韧劲，我们都可以成为巴菲特。</p>","source":"FTZWW","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特告诉我们什么投资秘诀？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-05 08:55 北京时间 <a href=https://www.gelonghui.com/p/463961><strong>FT中文网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有足够的耐性与韧劲，我们都可以成为巴菲特。\n\n2021年伯克希尔• 哈撒韦股东大会如期在网上召开。得益于一日千里的科技进步，我们得以通过网上直播和中文同声传译，免费同步获得了向全球公认的投资界常青树、股神巴菲特学习投资秘诀的机会。\n从个人而言，我对巴菲特传授的“秘诀”感悟如下：\n01、不投资不是办法\n当谈及宏观通胀及民生时，巴菲特认为通胀已显著上涨，工资却没跟上。许多原材料一直在涨价，我们的生活和...</p>\n\n<a href=\"https://www.gelonghui.com/p/463961\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.gelonghui.com/p/463961","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167945908","content_text":"有足够的耐性与韧劲，我们都可以成为巴菲特。\n\n2021年伯克希尔• 哈撒韦股东大会如期在网上召开。得益于一日千里的科技进步，我们得以通过网上直播和中文同声传译，免费同步获得了向全球公认的投资界常青树、股神巴菲特学习投资秘诀的机会。\n从个人而言，我对巴菲特传授的“秘诀”感悟如下：\n01、不投资不是办法\n当谈及宏观通胀及民生时，巴菲特认为通胀已显著上涨，工资却没跟上。许多原材料一直在涨价，我们的生活和供应链完全被扭曲，现在通胀比人们预期要高得多，未来会接着涨。\n显然，全球各国为应对一年多以来疫情流行带来的经济下行压力而采取的全面货币宽松，已经毫无悬念地引发了通胀。而通胀的直接结果就是货币购买力的下降，长期而言，如果没有办法通过有效的投资来让自己的积蓄以跟上通胀的速度增值，则必然会面对财富缩水的结局。\n02、投资就是投国运\n在谈到关于个股投资的不确定性时，巴菲特列举截至2021年3月31日的全球20个市值最大上市企业，前6大公司中有5家是美国公司，包括苹果、微软、亚马逊、Alphabet、脸书。而值得注意的是，前20家企业中，中国有海峡两岸的腾讯、阿里、茅台、台积电等共4家公司上榜。\n在1989年世界市值排名前20大公司的名单中，我们会发现当时排名前列的公司许多都来自于日本，包括价值1040亿美元的日本兴业银行、住友银行、丰田汽车、野村证券等。\n比较一下就发现，在今年榜单上，引领全球经济的美国公司的占比更高了，而在过去三十年间经济持续高速增长的中国公司开始占有不少的比重了，但日本公司却已经消失无踪了。\n显然，在过去的三十年参与权益投资，选择正确的市场是必须的，巴菲特投资的成就很大程度上就因为他选择对了以美国公司作为投资标的。而过去三十年，选择投资中国资产为投资重点的投资人应该也回报丰厚，例如，久被国内投资人诟病的上证指数从1990年底至今也从100点上涨到今天的3400多点，涨了30多倍。相比之下，以经济“失去三十年”为背景的日经指数至今还在三十年前的巅峰之下。\n因此，巴菲特告诫我们，不论是投资公司还是指数基金，投资者必须先“上船”，才能有机会获得收益。至于上哪条“船”也是需要深思熟虑的，上对“船”会有非常好的结果。翻译成国内投资人容易懂的话那就是：投资就是投国运！\n03、投资必须与时俱进\n再细看巴菲特先生提供的两张上市企业排名榜单，就能发现，当今的20家明星企业并不在30年前的世界市值排行前20位的公司名单中，有许多公司（如阿里、腾讯、脸书等）在30年前甚至根本不存在。\n巴菲特指出，短短30年内，全球顶级公司从1040亿美元增长到2.05万亿美元(苹果公司的市值超过2万亿美元)，价值已显著增加。这与通胀有关，更与科技进步以及人们生活方式的改变有关。\n因此，在权益类投资中必须做到与时俱进。跟上时代、找到能改变世界的公司进行投资，才能取得投资回报的最大化。\n如果没有时间与能力去找到这些能改变世界的好公司，那投资人该如何“与时俱进”？\n巴菲特认为30年后市值最大企业名单可能面目全非，如果你喜欢挑选个股来投资，很难确保能挑到很多年后还存活的公司，所以最好的方式是投资指数基金。\n巴菲特说，我建议您可以选择持标普500，长期以来，有很多人都是持标普500的，您不一定非要选择我们伯克希尔股票。我和芒格先生在50年前就已经合作了，我们有一群非常特别而且特殊的股东。和标普500比较，我还是喜欢伯克希尔公司的股票。当然，如果您一点也不懂股票，而且对于伯克希尔也没有任何感觉，那就去买标普500。\n确实，主流指数型基金代表的是市场主流，也是与时俱进的。\n04、投资必须控制风险\n当有投资者提问：现在的利率非常低，甚至有的国家和地区实行零利率。在这个情况下，可以借钱做一些更有收益的事情吗？\n巴菲特答：当然，你可以在零利率的时候去借，然后投资一些东西赚很多钱，不排除这种可能性。但这是很疯狂的事，我似乎是在告诉你“怎样做才能更快破产”。萨缪尔森先生是一位非常睿智的经济学家，他在他的书里没有讲过负利率的事情，讲的是零利率。我们不知道当负利率真正发生时，究竟会带来何种结果。\n对于各种特殊目的投资公司以及各类的“散户战胜华尔街”之类的短期投资炒作，巴菲特与芒格都表示基本类似于哈撒韦赌博，他们特别谈到都不持有比特币；芒格更是称讨厌比特币的成功，认为是仅为凭空创造的金融产品而已，他表示不喜欢加密货币对现有系统的绑架，这“与文明利益背道而驰”。\n他们两位还提到，从保护投资人利益的角度出发，伯克希尔•哈撒韦总是会保留着10-15%左右的现金，以备市场极端之需。\n一句话，马路上有老司机，也有鲁莽司机，但没有又老又鲁莽的司机；因为鲁莽司机都等不到老就翻车了。同理，市场上有老投资人，也有勇猛的投资人，但又老又勇猛的投资人是没有的。道理你懂的！\n总而言之，“股神”告诉了我们，市场短期的走势没人能预测，但是长期投资的方向可以大概率判断，投资就是投国家经济的成长，因此，中国和美国都应该是未来权益投资的重点，至于投资主题方面，巴菲特以及管理团队反复提到与全球气候变化直接相关的碳排放与碳中和，这与我国领导人提出的“碳达峰，碳中和”不谋而合，在未来会创造很好的长期投资机会；同时，科技也是另外一个很好的主题投资方向，巴菲特也提到作为科技龙头的苹果与消费是息息相关的，并指出关于苹果的股票价格需要回到投资基本面决定。\n读到这里，有些国内投资人可能会有些不耐烦了。听股神说了半天都没有给我们推荐什么必涨的股票啊？也没有给我们指出什么迅速致富的投资捷径啊？\n的确没有。我认为巴菲特与芒格两位大师以及团队已经把他们的认知无保留地分享给大家了。\n实际上，全球无人能出其右的“股神”巴菲特，40多年来的年化回报率只有区区的19%，还不及A股投资人挂在嘴边的一天一个涨停板。但如此不起眼的短期战绩却不妨碍巴老成为了世界上最富的人之一。只是，投资人们往往高估了自己短期获取超额收益的能力，同时又低估了以“积跬步，致千里”的日积月累方式能达到的最终成就。\n建议还在浮躁中的投资人淡定下来，按照前面所总结的投资大师在四个方面的教导。从关注市场的每日波动转向潜心研究未来能大概率持续增长的行业，找出长期稳健经营而创造丰厚利润的好公司，等合理价买入后，通过长期持有来分享这些好公司带来的丰厚收益。又或是以分批平均价格买入并长期持有主流指数型基金的形式参与“国运”投资。只要有足够的耐性与韧劲，我们都可以成为巴菲特。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101882238,"gmtCreate":1619877126224,"gmtModify":1619878407223,"author":{"id":"3581155613213264","authorId":"3581155613213264","name":"常健davin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581155613213264","idStr":"3581155613213264"},"themes":[],"htmlText":"股神","listText":"股神","text":"股神","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101882238","repostId":"1149032296","repostType":4,"repost":{"id":"1149032296","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619870438,"share":"https://ttm.financial/m/news/1149032296?lang=&edition=full","pubTime":"2021-05-01 20:00","market":"hk","language":"zh","title":"“股神”巴菲特Q1成绩单来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1149032296","media":"老虎资讯综合","summary":"伯克希尔哈撒韦今日公布2021年第一季度财报。财报显示，伯克希尔Q1营收645.99亿美元，市场预期635.39亿美元，去年同期612.65亿美元；净利117.11亿美元，市场预期净利润57.71亿美","content":"<p>伯克希尔哈撒韦今日公布2021年第一季度财报。财报显示，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>Q1营收645.99亿美元，市场预期635.39亿美元，去年同期612.65亿美元；净利117.11亿美元，市场预期净利润57.71亿美元，去年同期净亏损497.46亿美元；A类普通股每股盈利7638美元，去年同期每股亏损30653美元；B类普通股每股盈利5.09美元，去年同期每股亏损20.44美元。</p><p><a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216193212265363%22%7D\" target=\"_blank\"><b>巴菲特股东大会直播将于北京时间5月2日凌晨1点开始</b></a><b></b></p><p>伯克希尔哈撒韦第一季度运营利润70.2亿美元，回购66亿美元股票。</p><p>截至2021年3月31日，前4大持仓仍为<a href=\"https://laohu8.com/S/AXP\">美国运通</a>（214亿美元）、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>（1109亿美元）、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>（400亿美元）、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>（211亿美元），合计占整体股票持仓的69%。去年四季度末，这四大持仓市值分别为183亿美元，1204亿美元，313亿美元，219亿美元，合计占整体股票持仓的68%。</p><p><img src=\"https://static.tigerbbs.com/214a0fd89ce8ab62b293a0c1a5873d74\" tg-width=\"1536\" tg-height=\"781\" referrerpolicy=\"no-referrer\"></p><p>伯克希尔第一季度现金储备为1454亿美元，2020年底的现金储备为1383亿美元；保费收入为164.24亿美元，去年同期为157.48亿美元；销售与服务收入为336.98亿美元，去年同期为319.26亿美元；租赁收入为13.24亿美元，去年同期为14.28亿美元；利息、分红和其他投资收入为18.51亿美元，去年同期为22.76亿美元；铁路、公用设施和能源收入为113.02亿美元，去年同期为98.87亿美元。</p><p>伯克希尔一季度末，保险浮存金约为1400亿美元。一季度投资和衍生品净收益为46.9亿美元，去年同期亏损556.2亿美元。</p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“股神”巴菲特Q1成绩单来了！</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“股神”巴菲特Q1成绩单来了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-01 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>伯克希尔哈撒韦今日公布2021年第一季度财报。财报显示，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>Q1营收645.99亿美元，市场预期635.39亿美元，去年同期612.65亿美元；净利117.11亿美元，市场预期净利润57.71亿美元，去年同期净亏损497.46亿美元；A类普通股每股盈利7638美元，去年同期每股亏损30653美元；B类普通股每股盈利5.09美元，去年同期每股亏损20.44美元。</p><p><a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216193212265363%22%7D\" target=\"_blank\"><b>巴菲特股东大会直播将于北京时间5月2日凌晨1点开始</b></a><b></b></p><p>伯克希尔哈撒韦第一季度运营利润70.2亿美元，回购66亿美元股票。</p><p>截至2021年3月31日，前4大持仓仍为<a href=\"https://laohu8.com/S/AXP\">美国运通</a>（214亿美元）、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>（1109亿美元）、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>（400亿美元）、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>（211亿美元），合计占整体股票持仓的69%。去年四季度末，这四大持仓市值分别为183亿美元，1204亿美元，313亿美元，219亿美元，合计占整体股票持仓的68%。</p><p><img src=\"https://static.tigerbbs.com/214a0fd89ce8ab62b293a0c1a5873d74\" tg-width=\"1536\" tg-height=\"781\" referrerpolicy=\"no-referrer\"></p><p>伯克希尔第一季度现金储备为1454亿美元，2020年底的现金储备为1383亿美元；保费收入为164.24亿美元，去年同期为157.48亿美元；销售与服务收入为336.98亿美元，去年同期为319.26亿美元；租赁收入为13.24亿美元，去年同期为14.28亿美元；利息、分红和其他投资收入为18.51亿美元，去年同期为22.76亿美元；铁路、公用设施和能源收入为113.02亿美元，去年同期为98.87亿美元。</p><p>伯克希尔一季度末，保险浮存金约为1400亿美元。一季度投资和衍生品净收益为46.9亿美元，去年同期亏损556.2亿美元。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149032296","content_text":"伯克希尔哈撒韦今日公布2021年第一季度财报。财报显示，伯克希尔Q1营收645.99亿美元，市场预期635.39亿美元，去年同期612.65亿美元；净利117.11亿美元，市场预期净利润57.71亿美元，去年同期净亏损497.46亿美元；A类普通股每股盈利7638美元，去年同期每股亏损30653美元；B类普通股每股盈利5.09美元，去年同期每股亏损20.44美元。巴菲特股东大会直播将于北京时间5月2日凌晨1点开始伯克希尔哈撒韦第一季度运营利润70.2亿美元，回购66亿美元股票。截至2021年3月31日，前4大持仓仍为美国运通（214亿美元）、苹果（1109亿美元）、美国银行（400亿美元）、可口可乐（211亿美元），合计占整体股票持仓的69%。去年四季度末，这四大持仓市值分别为183亿美元，1204亿美元，313亿美元，219亿美元，合计占整体股票持仓的68%。伯克希尔第一季度现金储备为1454亿美元，2020年底的现金储备为1383亿美元；保费收入为164.24亿美元，去年同期为157.48亿美元；销售与服务收入为336.98亿美元，去年同期为319.26亿美元；租赁收入为13.24亿美元，去年同期为14.28亿美元；利息、分红和其他投资收入为18.51亿美元，去年同期为22.76亿美元；铁路、公用设施和能源收入为113.02亿美元，去年同期为98.87亿美元。伯克希尔一季度末，保险浮存金约为1400亿美元。一季度投资和衍生品净收益为46.9亿美元，去年同期亏损556.2亿美元。","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
