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蜀山氏
2021-05-19
离谱
@真是港股圈:开始跟上美股了
蜀山氏
2021-05-19
美国政府这是要入局吗
抱歉,原内容已删除
蜀山氏
2021-05-19
这篇文章不错,转发给大家看
抱歉,原内容已删除
蜀山氏
2021-05-14
基本盘
@扑克投资家:哈佛大学:关于新冠的绝望未来
蜀山氏
2021-05-10
这篇文章不错,转发给大家看
抱歉,原内容已删除
蜀山氏
2021-05-10
这篇文章不错,转发给大家看
抱歉,原内容已删除
蜀山氏
2021-05-10
这篇文章不错,转发给大家看
抱歉,原内容已删除
蜀山氏
2021-05-10
特斯拉本来很少投入营销,这波不亏,免费营销了这么久
抱歉,原内容已删除
蜀山氏
2021-04-22
考虑入了
抱歉,原内容已删除
蜀山氏
2021-04-22
观望吧,当年互联网泡沫破裂之前,也造了一堆神出来,稍加时日还不是全部销声匿迹了。
抱歉,原内容已删除
蜀山氏
2021-04-22
阿里做社交,做文娱,都透着一股外行领导内行的傲慢,有钱想当然地会成功,怎么可能呢?
抱歉,原内容已删除
蜀山氏
2021-04-22
黑石也是玄学老司机了
抱歉,原内容已删除
蜀山氏
2021-04-22
Facebook也是流年不利,被IOS14.5搞得压力山大,AR眼镜估计也是噱头大于实质,金融科技再不破圈,实现增长的难度就太大了。
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但是,A股也是情绪的风向标,中石油能这么走,也说明,有一些资金开始偏向业绩的力量了。中远海控,中国石油,他们就是上个时代的明星抱团股,过去在利润高位给了30-40倍的PE,然后就没有然后了。所以即使现在周期顶峰利润还没见到,但给5倍以上PE大家就对这些股票怕得要死了。 风格始终会轮回,与其担心这些股的周期马上崩了,不如想想我们这个时代还在几十几百倍PE的明星抱团股的未来吧。","text":"欢迎关注 “丫丫港股圈” A股的上涨仍在继续,不过,抱团板块今天已经略显乏力。尤其是疫苗,开始大幅调整。带领上涨依旧是业绩驱动的周期股。 除了中远海控,今天多了一个带头大哥,中国石油。不知不觉,中石油这个月也是走出了不输赛道的走势。 这很正常,美股一直在带领道指新高的,不就是这样的传统行业周期股吗,一季度大幅复苏,而且估值低,利润增速高。可见,大家还是识货的,而其他的小周期股,一轮调整后,又开始悄悄地跟着向上走。 中石油历史上不是什么好股票,但是,今年一季度的利润已经到达近十年来新高,近277亿,而且,公司肯分红,综合算下来,在油价上升,经济复苏,通胀慢慢起来的周期中,作为周期商品里最大的板块,在现在的时点,股价还在历史低谷,是具有投资价值的。 当然,中石油H股还有中石化中海油更低估些。 但是,A股也是情绪的风向标,中石油能这么走,也说明,有一些资金开始偏向业绩的力量了。中远海控,中国石油,他们就是上个时代的明星抱团股,过去在利润高位给了30-40倍的PE,然后就没有然后了。所以即使现在周期顶峰利润还没见到,但给5倍以上PE大家就对这些股票怕得要死了。 风格始终会轮回,与其担心这些股的周期马上崩了,不如想想我们这个时代还在几十几百倍PE的明星抱团股的未来吧。","images":[{"img":"https://static.tigerbbs.com/a80a6ed16ea44227839b1c94027077d0","width":"1078","height":"359"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194127392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194245506,"gmtCreate":1621384487805,"gmtModify":1621384487805,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582154908548837","idStr":"3582154908548837"},"themes":[],"title":"","htmlText":"美国政府这是要入局吗","listText":"美国政府这是要入局吗","text":"美国政府这是要入局吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/194245506","repostId":"1101398960","repostType":2,"isVote":1,"tweetType":1,"viewCount":5600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194250734,"gmtCreate":1621383862328,"gmtModify":1621383862328,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582154908548837","idStr":"3582154908548837"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194250734","repostId":"2136999458","repostType":4,"isVote":1,"tweetType":1,"viewCount":5116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198830789,"gmtCreate":1620950043541,"gmtModify":1620950043541,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582154908548837","idStr":"3582154908548837"},"themes":[],"title":"","htmlText":"基本盘","listText":"基本盘","text":"基本盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198830789","repostId":"102211028","repostType":1,"repost":{"id":102211028,"gmtCreate":1620216000000,"gmtModify":1705754358149,"author":{"id":"3524105581449289","authorId":"3524105581449289","name":"扑克投资家","avatar":"https://static.tigerbbs.com/ca993284400c72bf022739f5328f46cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524105581449289","idStr":"3524105581449289"},"themes":[],"title":"哈佛大学:关于新冠的绝望未来","htmlText":"作 者 | 哈佛大学 来 源 | 哈佛参考 近日,哈佛大学公共卫生学院发了一篇Science:根据论文中的描述,无论是否能研发出疫苗,新冠病毒都可能会陪伴人类到2025年。(来源:北美观察家) 那么,2025年以后人类能摆脱新冠病毒吗?不,只是到时我们就已经习惯了这种隔离的生活方式了…… 具体来说,这篇论文关键说了这几点: 1、被我们寄予厚望的疫苗,作用很可能会非常小! 因为人类感染者产生的抗体有效期可能只有40周(<300天),比疫苗的研发周期都要短! 如果疫苗不能起作用,那么新冠将会变成一个10-50倍致死率的流感,在全世界范围内反复爆发收割人头。 2、未来各国的策略,就是尽可能采用疏离措施,把感染率维持在一个较低的水平,以确保医疗体系不崩溃。 3、新冠会长期成为老年人类的头号杀手,而人类整体的医疗支出会大幅上升,预期寿命会降低。 现在看来更可能的情况是:以后的每一年,病毒都会呼啸而来,直到地老天荒.…… 印度最近的情况,真实发生了:新冠病毒🦠变异太强 而哈佛大学的这篇论文,已经在不少程度上得到了验证! 美国最新的一项研究显示,人体感染新冠病毒康复后,体内的抗体可能只能维持2到3个月。尤其无症状感染者,抗体维持时间会更短。 中国研究人员日前在英国《自然·医学》杂志上发表的一项研究显示,他们在重庆市进行的调查发现,新冠病毒感染者痊愈后体内抗体水平会迅速下降。此外,无症状感染者的免疫反应弱于有症状感染者。 据介绍,重庆医科大学学者领衔的团队在重庆市启动了新冠病毒感染者的追踪研究,研究对象为285名感染者,其中包括37名无症状感染者,从而系统分析新冠病毒无症状感染者临床和免疫学特征。 调查发现,约90%的病例在出院后2个月总抗体水平会降低70%以上。这项研究瞬间震惊了世界同行,毕竟,这是世界上第一份研究这类患者免疫反应的文献。 世界卫生组织","listText":"作 者 | 哈佛大学 来 源 | 哈佛参考 近日,哈佛大学公共卫生学院发了一篇Science:根据论文中的描述,无论是否能研发出疫苗,新冠病毒都可能会陪伴人类到2025年。(来源:北美观察家) 那么,2025年以后人类能摆脱新冠病毒吗?不,只是到时我们就已经习惯了这种隔离的生活方式了…… 具体来说,这篇论文关键说了这几点: 1、被我们寄予厚望的疫苗,作用很可能会非常小! 因为人类感染者产生的抗体有效期可能只有40周(<300天),比疫苗的研发周期都要短! 如果疫苗不能起作用,那么新冠将会变成一个10-50倍致死率的流感,在全世界范围内反复爆发收割人头。 2、未来各国的策略,就是尽可能采用疏离措施,把感染率维持在一个较低的水平,以确保医疗体系不崩溃。 3、新冠会长期成为老年人类的头号杀手,而人类整体的医疗支出会大幅上升,预期寿命会降低。 现在看来更可能的情况是:以后的每一年,病毒都会呼啸而来,直到地老天荒.…… 印度最近的情况,真实发生了:新冠病毒🦠变异太强 而哈佛大学的这篇论文,已经在不少程度上得到了验证! 美国最新的一项研究显示,人体感染新冠病毒康复后,体内的抗体可能只能维持2到3个月。尤其无症状感染者,抗体维持时间会更短。 中国研究人员日前在英国《自然·医学》杂志上发表的一项研究显示,他们在重庆市进行的调查发现,新冠病毒感染者痊愈后体内抗体水平会迅速下降。此外,无症状感染者的免疫反应弱于有症状感染者。 据介绍,重庆医科大学学者领衔的团队在重庆市启动了新冠病毒感染者的追踪研究,研究对象为285名感染者,其中包括37名无症状感染者,从而系统分析新冠病毒无症状感染者临床和免疫学特征。 调查发现,约90%的病例在出院后2个月总抗体水平会降低70%以上。这项研究瞬间震惊了世界同行,毕竟,这是世界上第一份研究这类患者免疫反应的文献。 世界卫生组织","text":"作 者 | 哈佛大学 来 源 | 哈佛参考 近日,哈佛大学公共卫生学院发了一篇Science:根据论文中的描述,无论是否能研发出疫苗,新冠病毒都可能会陪伴人类到2025年。(来源:北美观察家) 那么,2025年以后人类能摆脱新冠病毒吗?不,只是到时我们就已经习惯了这种隔离的生活方式了…… 具体来说,这篇论文关键说了这几点: 1、被我们寄予厚望的疫苗,作用很可能会非常小! 因为人类感染者产生的抗体有效期可能只有40周(<300天),比疫苗的研发周期都要短! 如果疫苗不能起作用,那么新冠将会变成一个10-50倍致死率的流感,在全世界范围内反复爆发收割人头。 2、未来各国的策略,就是尽可能采用疏离措施,把感染率维持在一个较低的水平,以确保医疗体系不崩溃。 3、新冠会长期成为老年人类的头号杀手,而人类整体的医疗支出会大幅上升,预期寿命会降低。 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“丫丫港股圈” A股的上涨仍在继续,不过,抱团板块今天已经略显乏力。尤其是疫苗,开始大幅调整。带领上涨依旧是业绩驱动的周期股。 除了中远海控,今天多了一个带头大哥,中国石油。不知不觉,中石油这个月也是走出了不输赛道的走势。 这很正常,美股一直在带领道指新高的,不就是这样的传统行业周期股吗,一季度大幅复苏,而且估值低,利润增速高。可见,大家还是识货的,而其他的小周期股,一轮调整后,又开始悄悄地跟着向上走。 中石油历史上不是什么好股票,但是,今年一季度的利润已经到达近十年来新高,近277亿,而且,公司肯分红,综合算下来,在油价上升,经济复苏,通胀慢慢起来的周期中,作为周期商品里最大的板块,在现在的时点,股价还在历史低谷,是具有投资价值的。 当然,中石油H股还有中石化中海油更低估些。 但是,A股也是情绪的风向标,中石油能这么走,也说明,有一些资金开始偏向业绩的力量了。中远海控,中国石油,他们就是上个时代的明星抱团股,过去在利润高位给了30-40倍的PE,然后就没有然后了。所以即使现在周期顶峰利润还没见到,但给5倍以上PE大家就对这些股票怕得要死了。 风格始终会轮回,与其担心这些股的周期马上崩了,不如想想我们这个时代还在几十几百倍PE的明星抱团股的未来吧。","listText":"欢迎关注 “丫丫港股圈” A股的上涨仍在继续,不过,抱团板块今天已经略显乏力。尤其是疫苗,开始大幅调整。带领上涨依旧是业绩驱动的周期股。 除了中远海控,今天多了一个带头大哥,中国石油。不知不觉,中石油这个月也是走出了不输赛道的走势。 这很正常,美股一直在带领道指新高的,不就是这样的传统行业周期股吗,一季度大幅复苏,而且估值低,利润增速高。可见,大家还是识货的,而其他的小周期股,一轮调整后,又开始悄悄地跟着向上走。 中石油历史上不是什么好股票,但是,今年一季度的利润已经到达近十年来新高,近277亿,而且,公司肯分红,综合算下来,在油价上升,经济复苏,通胀慢慢起来的周期中,作为周期商品里最大的板块,在现在的时点,股价还在历史低谷,是具有投资价值的。 当然,中石油H股还有中石化中海油更低估些。 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因为人类感染者产生的抗体有效期可能只有40周(<300天),比疫苗的研发周期都要短! 如果疫苗不能起作用,那么新冠将会变成一个10-50倍致死率的流感,在全世界范围内反复爆发收割人头。 2、未来各国的策略,就是尽可能采用疏离措施,把感染率维持在一个较低的水平,以确保医疗体系不崩溃。 3、新冠会长期成为老年人类的头号杀手,而人类整体的医疗支出会大幅上升,预期寿命会降低。 现在看来更可能的情况是:以后的每一年,病毒都会呼啸而来,直到地老天荒.…… 印度最近的情况,真实发生了:新冠病毒🦠变异太强 而哈佛大学的这篇论文,已经在不少程度上得到了验证! 美国最新的一项研究显示,人体感染新冠病毒康复后,体内的抗体可能只能维持2到3个月。尤其无症状感染者,抗体维持时间会更短。 中国研究人员日前在英国《自然·医学》杂志上发表的一项研究显示,他们在重庆市进行的调查发现,新冠病毒感染者痊愈后体内抗体水平会迅速下降。此外,无症状感染者的免疫反应弱于有症状感染者。 据介绍,重庆医科大学学者领衔的团队在重庆市启动了新冠病毒感染者的追踪研究,研究对象为285名感染者,其中包括37名无症状感染者,从而系统分析新冠病毒无症状感染者临床和免疫学特征。 调查发现,约90%的病例在出院后2个月总抗体水平会降低70%以上。这项研究瞬间震惊了世界同行,毕竟,这是世界上第一份研究这类患者免疫反应的文献。 世界卫生组织","text":"作 者 | 哈佛大学 来 源 | 哈佛参考 近日,哈佛大学公共卫生学院发了一篇Science:根据论文中的描述,无论是否能研发出疫苗,新冠病毒都可能会陪伴人类到2025年。(来源:北美观察家) 那么,2025年以后人类能摆脱新冠病毒吗?不,只是到时我们就已经习惯了这种隔离的生活方式了…… 具体来说,这篇论文关键说了这几点: 1、被我们寄予厚望的疫苗,作用很可能会非常小! 因为人类感染者产生的抗体有效期可能只有40周(<300天),比疫苗的研发周期都要短! 如果疫苗不能起作用,那么新冠将会变成一个10-50倍致死率的流感,在全世界范围内反复爆发收割人头。 2、未来各国的策略,就是尽可能采用疏离措施,把感染率维持在一个较低的水平,以确保医疗体系不崩溃。 3、新冠会长期成为老年人类的头号杀手,而人类整体的医疗支出会大幅上升,预期寿命会降低。 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