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2021-12-24

up

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2021-09-09

8

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2021-09-07

Ok

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2021-08-19

$Full Truck Alliance Co. Ltd.(YMM)$ hold or sell? 😢

2021-05-30

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2021-05-27

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2022-01-27

$Meta Platforms, Inc.(FB)$up

2021-12-22

Great ariticle, would you like to share it?

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2021-10-13

ok

@koolgal:$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$ is Singapore's first and largest listed business space and industrial Reit. Its portfolio is diversified across 4 major segments. It includes business spaces, logistics and distribution centres, industrial properties and data centres. Assets Under Management is SGD15 Billion. It owns 210 properties and has 1520 tenants. Total amount available for distribution for the 1st six months ended 30 June 2021 rose by 18.2% to SGD311 million. 1HFY2021 distribution per unit rose by 5.4% to 7.66 cents.Aggregate debt leverage is 37.6%It pays dividends half yearly. If I am only allowed to own 1 REIT, it would be Ascendas Reit. It has a great management team and backed by Tema

2021-09-03

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@话题虎:【故事会】17岁学生花30万玩“女仆桌游”，是轻娱乐or软色情？

2021-06-15

Okokom [呆住]

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2021-06-04

Like [财迷]

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2022-01-27

Great ariticle, would you like to share it?

@Buy_Sell:🚀【1月17日】看本周关键事件，聊聊交易计划

2022-01-27

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@美股研习社:美股掘金 | 议员股神佩洛西的财富密码

2022-01-27

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@OptionPlus:年度捡钱机会来了！最适合ATVI的期权操作！

2022-01-27

$The Original Bark Corp.(BARK)$gg

2022-01-26

$The Original Bark Corp.(BARK)$up

2022-01-26

Great ariticle, would you like to share it?

@Buy_Sell:🚀【1月17日】看本周关键事件，聊聊交易计划

2022-01-26

Great ariticle, would you like to share it?

@美股研习社:美股掘金 | 议员股神佩洛西的财富密码

2022-01-26

Great ariticle, would you like to share it?

@OptionPlus:年度捡钱机会来了！最适合ATVI的期权操作！

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target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 走低； 港股博彩股集体上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%，<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%，<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 1月17日，恒生指数开盘上涨6.97点，涨幅0.03%，报24390.29点；国企指数开盘下跌22.02点，跌幅0.26%，报8532.77点；红筹指数开盘上涨2.82点，涨幅0.07%，报4098.05点； 恒生科技指数开跌0.29%，大型科技股多数下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a 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涨9","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697175245","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639607503,"gmtCreate":1643268142476,"gmtModify":1643268142616,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639607503","repostId":"697815514","repostType":1,"repost":{"id":697815514,"gmtCreate":1642400304357,"gmtModify":1642423724583,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092209177497620","idStr":"4092209177497620"},"themes":[],"title":"美股掘金 | 议员股神佩洛西的财富密码","htmlText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","listText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","text":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","images":[{"img":"https://static.tigerbbs.com/e80e51e3ba1c44d347259ffdcf9a90c6","width":"589","height":"297"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697815514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639607658,"gmtCreate":1643268122115,"gmtModify":1643268122346,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639607658","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了！最适合ATVI的期权操作！","htmlText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a 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href=\"https://laohu8.com/S/BARK\">$The Original Bark Corp.(BARK)$</a>up","text":"$The Original Bark Corp.(BARK)$up","images":[{"img":"https://static.tigerbbs.com/f55bb0f890880a6849c8e287cc0c36ca","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639313625","isVote":1,"tweetType":1,"viewCount":1764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":639313814,"gmtCreate":1643163289261,"gmtModify":1643163289261,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639313814","repostId":"697175245","repostType":1,"repost":{"id":697175245,"gmtCreate":1642387332128,"gmtModify":1642400481117,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【1月17日】看本周关键事件，聊聊交易计划","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 1月17日，恒生指数开盘上涨6.97点，涨幅0.03%，报24390.29点；国企指数开盘下跌22.02点，跌幅0.26%，报8532.77点；红筹指数开盘上涨2.82点，涨幅0.07%，报4098.05点； 恒生科技指数开跌0.29%，大型科技股多数下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 走低； 港股博彩股集体上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%，<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%，<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 1月17日，恒生指数开盘上涨6.97点，涨幅0.03%，报24390.29点；国企指数开盘下跌22.02点，跌幅0.26%，报8532.77点；红筹指数开盘上涨2.82点，涨幅0.07%，报4098.05点； 恒生科技指数开跌0.29%，大型科技股多数下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 走低； 港股博彩股集体上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%，<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%，<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 1月17日，恒生指数开盘上涨6.97点，涨幅0.03%，报24390.29点；国企指数开盘下跌22.02点，跌幅0.26%，报8532.77点；红筹指数开盘上涨2.82点，涨幅0.07%，报4098.05点； 恒生科技指数开跌0.29%，大型科技股多数下跌，$网易-S(09999)$ 小幅高开，$京东集团-SW(09618)$ 、$美团-W(03690)$ 、$小米集团-W(01810)$ 走低； 港股博彩股集体上扬，$金沙中国有限公司(01928)$ 涨近15%，$永利澳门(01128)$ 涨14.5%，$银河娱乐(00027)$ 涨10.58%，$美高梅中国(02282)$ 涨9","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697175245","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639313118,"gmtCreate":1643163279030,"gmtModify":1643163279109,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639313118","repostId":"697815514","repostType":1,"repost":{"id":697815514,"gmtCreate":1642400304357,"gmtModify":1642423724583,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092209177497620","idStr":"4092209177497620"},"themes":[],"title":"美股掘金 | 议员股神佩洛西的财富密码","htmlText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","listText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","text":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","images":[{"img":"https://static.tigerbbs.com/e80e51e3ba1c44d347259ffdcf9a90c6","width":"589","height":"297"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697815514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639313302,"gmtCreate":1643163265094,"gmtModify":1643163275020,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639313302","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了！最适合ATVI的期权操作！","htmlText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下，宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的电话会中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 微软687亿美元并购动视暴雪会议纪要完整版","images":[{"img":"https://static.tigerbbs.com/cd4d2f45c217529a7e6c7582585fd3ee","width":"890","height":"894"},{"img":"https://static.tigerbbs.com/96914bbe34bd1729e28e4b2efe18e428","width":"902","height":"922"},{"img":"https://static.tigerbbs.com/4bdd90625e539365f110b177070842bf","width":"1272","height":"372"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697422155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639001032,"gmtCreate":1643072216129,"gmtModify":1643072216129,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IWM\">$iShares Russell 2000(IWM)$</a>up","listText":"<a href=\"https://laohu8.com/S/IWM\">$iShares Russell 2000(IWM)$</a>up","text":"$iShares Russell 2000(IWM)$up","images":[{"img":"https://static.tigerbbs.com/e98535b2b011d6a15ccb54473ecc52bf","width":"1080","height":"2083"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639001032","isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630540179,"gmtCreate":1642998472325,"gmtModify":1642998472325,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BARK\">$The Original Bark Corp.(BARK)$</a>down","listText":"<a href=\"https://laohu8.com/S/BARK\">$The Original Bark Corp.(BARK)$</a>down","text":"$The Original Bark Corp.(BARK)$down","images":[{"img":"https://static.tigerbbs.com/dbfd51ca9b12e09e007d38adf45e61d4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630540179","isVote":1,"tweetType":1,"viewCount":1292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630540927,"gmtCreate":1642998421873,"gmtModify":1642998421945,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630540927","repostId":"630306481","repostType":1,"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630540035,"gmtCreate":1642998380059,"gmtModify":1642998380136,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630540035","repostId":"630282162","repostType":1,"repost":{"id":630282162,"gmtCreate":1642908588551,"gmtModify":1642980216018,"author":{"id":"3576088975090731","authorId":"3576088975090731","name":"pandaroar","avatar":"https://static.tigerbbs.com/6a89ea1d0b07ef871d4ca0666dcc1abd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576088975090731","idStr":"3576088975090731"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>Looks to finally be below IPO price. Apparently at some point 80% of stocks do so.","listText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>Looks to finally be below IPO price. Apparently at some point 80% of stocks do so.","text":"$Roblox Corporation(RBLX)$Looks to finally be below IPO price. Apparently at some point 80% of stocks do so.","images":[{"img":"https://static.tigerbbs.com/6b0b1be0e7dab53230d1af68f36528d7","width":"1080","height":"2325"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630282162","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630557524,"gmtCreate":1642998341972,"gmtModify":1642998342104,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630557524","repostId":"630169845","repostType":1,"repost":{"id":630169845,"gmtCreate":1642742786066,"gmtModify":1750507976497,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"纳指持续大跌！专家称：美股历史性崩盘已经开幕！","htmlText":"昨日，美股继续下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 创下7个月以来的新低：消息上，美国通过了《美国创新与选择在线法案》，该法案被指专门针对<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 等科技巨头，防止它们利用主导优势进行行业垄断。 另一方面，<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 公布了其最新财报，其中预计一季度付费用户数为增加250万，大幅低于分析师预期的626万，盘后大跌19.92%，更拖累了纳指的走势。 与此同时，几十年来不断预测市场泡沫的著名投资者Jeremy Grantham表示： 美股正处于过去100百年来的第四场「超级泡沫」中。前三场分别是1929年股灾、2000年互联网泡沫破灭、2008年金融危机。美股的历史性崩盘已拉开序幕，即便美联储干预也无法阻止近50%的暴跌。过去，我十分把握，今天，我感觉几乎可以确定了。 据了解，美联储议息会议将在下周举行（1月25日至26日），加息的预期给市场造成了一定打击。 …… 最后，大家聊一聊： 你觉得美股还会暴跌吗？","listText":"昨日，美股继续下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 创下7个月以来的新低：消息上，美国通过了《美国创新与选择在线法案》，该法案被指专门针对<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 等科技巨头，防止它们利用主导优势进行行业垄断。 另一方面，<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 公布了其最新财报，其中预计一季度付费用户数为增加250万，大幅低于分析师预期的626万，盘后大跌19.92%，更拖累了纳指的走势。 与此同时，几十年来不断预测市场泡沫的著名投资者Jeremy Grantham表示： 美股正处于过去100百年来的第四场「超级泡沫」中。前三场分别是1929年股灾、2000年互联网泡沫破灭、2008年金融危机。美股的历史性崩盘已拉开序幕，即便美联储干预也无法阻止近50%的暴跌。过去，我十分把握，今天，我感觉几乎可以确定了。 据了解，美联储议息会议将在下周举行（1月25日至26日），加息的预期给市场造成了一定打击。 …… 最后，大家聊一聊： 你觉得美股还会暴跌吗？","text":"昨日，美股继续下跌，$纳斯达克(.IXIC)$ 创下7个月以来的新低：消息上，美国通过了《美国创新与选择在线法案》，该法案被指专门针对$苹果(AAPL)$ 、$谷歌(GOOG)$ 、$Meta Platforms(FB)$ 和$亚马逊(AMZN)$ 等科技巨头，防止它们利用主导优势进行行业垄断。 另一方面，$奈飞(NFLX)$ 公布了其最新财报，其中预计一季度付费用户数为增加250万，大幅低于分析师预期的626万，盘后大跌19.92%，更拖累了纳指的走势。 与此同时，几十年来不断预测市场泡沫的著名投资者Jeremy Grantham表示： 美股正处于过去100百年来的第四场「超级泡沫」中。前三场分别是1929年股灾、2000年互联网泡沫破灭、2008年金融危机。美股的历史性崩盘已拉开序幕，即便美联储干预也无法阻止近50%的暴跌。过去，我十分把握，今天，我感觉几乎可以确定了。 据了解，美联储议息会议将在下周举行（1月25日至26日），加息的预期给市场造成了一定打击。 …… 最后，大家聊一聊： 你觉得美股还会暴跌吗？","images":[{"img":"https://static.tigerbbs.com/a7bcea448f1e974d8871cb055ca0d0f2","width":"1052","height":"633"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630169845","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630268342,"gmtCreate":1642913141082,"gmtModify":1642913141241,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630268342","repostId":"697977771","repostType":1,"repost":{"id":697977771,"gmtCreate":1642249850069,"gmtModify":1744960781423,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"35433028694349","idStr":"35433028694349"},"themes":[],"title":"【老虎周刊】老虎社区一周十大精华文章","htmlText":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： <a href=\"https://laohu8.com/TW/694318772\" target=\"_blank\">你别过来啊，再过来我要通胀了</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> 有一个问题一直萦绕心间。达某与木头姐、甚至美联储（大多数官员）一样，都主观认为美国通胀是短期的，是稍纵即逝的；既然如此，继续持有成长股就不必过于慌张，理由之前说过，这里不再长篇累牍。但百密怕疏，有一个关键的问题还要考虑。这个问题是： WHAT IF 这帮人 ARE DEAD WRONG? <a href=\"https://laohu8.com/TW/694422069\" target=\"_blank\">台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 台积电作为这一季财报第一个重磅财报，应该说整个市场都还挺满意的。 今天借这个财报，再分析一下台积电的未来走势。 <a href=\"https://laohu8.com/TW/694088320\" target=\"_blank\">B 站通过止不住的股价下跌破圈了？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3451627561239325\">@JohnnyB&lt;/</a>","listText":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： <a href=\"https://laohu8.com/TW/694318772\" target=\"_blank\">你别过来啊，再过来我要通胀了</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> 有一个问题一直萦绕心间。达某与木头姐、甚至美联储（大多数官员）一样，都主观认为美国通胀是短期的，是稍纵即逝的；既然如此，继续持有成长股就不必过于慌张，理由之前说过，这里不再长篇累牍。但百密怕疏，有一个关键的问题还要考虑。这个问题是： WHAT IF 这帮人 ARE DEAD WRONG? <a href=\"https://laohu8.com/TW/694422069\" target=\"_blank\">台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 台积电作为这一季财报第一个重磅财报，应该说整个市场都还挺满意的。 今天借这个财报，再分析一下台积电的未来走势。 <a href=\"https://laohu8.com/TW/694088320\" target=\"_blank\">B 站通过止不住的股价下跌破圈了？</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3451627561239325\">@JohnnyB&lt;/</a>","text":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： 你别过来啊，再过来我要通胀了 发布者：@陈达美股投资 有一个问题一直萦绕心间。达某与木头姐、甚至美联储（大多数官员）一样，都主观认为美国通胀是短期的，是稍纵即逝的；既然如此，继续持有成长股就不必过于慌张，理由之前说过，这里不再长篇累牍。但百密怕疏，有一个关键的问题还要考虑。这个问题是： WHAT IF 这帮人 ARE DEAD WRONG? 台积电财报解读+估值测算| 为什么一年横盘我还持续重点推荐？ 发布者：@不二说价值 台积电作为这一季财报第一个重磅财报，应该说整个市场都还挺满意的。 今天借这个财报，再分析一下台积电的未来走势。 B 站通过止不住的股价下跌破圈了？ 发布者：@JohnnyB</","images":[{"img":"https://static.tigerbbs.com/b3bcd004ee7a4ce43ab2cadcf0104bca","width":"800","height":"370"},{"img":"https://static.tigerbbs.com/a5457b06965fd57dda60edd5153d8f8a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/46a33b1633bb11b21ba8c5f3fa454ff3","width":"722","height":"420"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697977771","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630268977,"gmtCreate":1642913133102,"gmtModify":1642913133175,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630268977","repostId":"694349467","repostType":1,"repost":{"id":694349467,"gmtCreate":1641828442879,"gmtModify":1641857757161,"author":{"id":"3544246156971272","authorId":"3544246156971272","name":"Roger0812","avatar":"https://static.tigerbbs.com/52efe7eee81a3934f3f72bf1f558dc18","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544246156971272","idStr":"3544246156971272"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","text":"$Tesla Motors(TSLA)$今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694349467","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630268094,"gmtCreate":1642913124561,"gmtModify":1642913124561,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630268094","repostId":"694655844","repostType":1,"repost":{"id":694655844,"gmtCreate":1641968172437,"gmtModify":1641976523045,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"387611620380","idStr":"387611620380"},"themes":[],"title":"2021年投资总结：正确的抄底方式","htmlText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","listText":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%，陕西煤业8.8%，东财3.5%美股：<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%，meta11%，<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概：<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%，","text":"2021年是我投资的第5个年头，老虎账户盈利-0.23%，5年年化收益28%。每次我的年度收益达到60%之后，第二年的收益就会比较惨淡。这现象也容易理解，股价涨幅主要由企业的盈利增速贡献，另外来自公司估值的变化。大多数个股，二者叠加勉强支撑一年60%的涨幅，第二年的股价犹如强弩之末。2021年1月底，美国十年期国债收益率从1.071%开始急剧上升，到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离，中概差不多在2月10日附近的高点跌落；实际上，这波也影响到A股，外资占比较高的消费和医药板块，过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%，标普2周内回撤3%，第三周止跌上扬。在这之后的9个月，标普和纳指只在9月和11月的个别周中有过几次回撤，整体上二者一路上扬，全年标普和纳指分别收涨27%和26.8%。我的持仓，在四季度中概仓位已达40%，特别是腾讯，自2020年末持有至2021年底，浮亏3%。靠着“已实现损益”的交易，全年账户收益-0.23%，跑输2大指数。目前美股和A股持仓：A股：$中国中免(601888)$12.8%，陕西煤业8.8%，东财3.5%美股：$苹果(AAPL)$ 7.7%，meta11%，$InMode Ltd.(INMD)$13.5%中概：$腾讯控股(00700)$31.5%，","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630624168,"gmtCreate":1642828611759,"gmtModify":1642828611848,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BARK\">$The Original Bark Corp.(BARK)$</a>😭","listText":"<a href=\"https://laohu8.com/S/BARK\">$The Original Bark Corp.(BARK)$</a>😭","text":"$The Original Bark Corp.(BARK)$😭","images":[{"img":"https://static.tigerbbs.com/dbfd51ca9b12e09e007d38adf45e61d4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630624168","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630624364,"gmtCreate":1642828572777,"gmtModify":1642828572777,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630624364","repostId":"694349467","repostType":1,"repost":{"id":694349467,"gmtCreate":1641828442879,"gmtModify":1641857757161,"author":{"id":"3544246156971272","authorId":"3544246156971272","name":"Roger0812","avatar":"https://static.tigerbbs.com/52efe7eee81a3934f3f72bf1f558dc18","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544246156971272","idStr":"3544246156971272"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","text":"$Tesla Motors(TSLA)$今天又补仓期权，60多的本，现在1块多也不亏了是吧，我就想赌一赌。愿赌服输！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694349467","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630624906,"gmtCreate":1642828565080,"gmtModify":1642828565276,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630624906","repostId":"694439580","repostType":1,"repost":{"id":694439580,"gmtCreate":1642069309838,"gmtModify":1642125987972,"author":{"id":"3528966054893519","authorId":"3528966054893519","name":"小虎说英股","avatar":"https://static.tigerbbs.com/b444754ad4cb8cbfaf0dcb4fb2537c79","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3528966054893519","idStr":"3528966054893519"},"themes":[],"title":"来看世界最大开采铀公司官方视频","htmlText":"\n \n \n  以总面积来算，哈萨克斯坦是世界第九大国家。这个国家太大了，甚至其总面积超过全西欧&nbsp;那哈萨克斯坦自然资源多多&nbsp;哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中，哈萨克斯坦组成41%&nbsp;国家最大的开采铀的公司是国有的KAZATOMPROM<a target=\"_blank\" href=\"https://laohu8.com/S/KAP.UK\">$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$</a>&nbsp;目前在国家开采量中，该公司组成58%&nbsp;&nbsp;&nbsp;公司也开采稀土&nbsp;&nbsp;&nbsp;公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金&nbsp;现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39%&nbsp;那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年，公司总收入为2350亿KZT（大约5.4亿美金）并净利润为660亿KZT（1.5亿美金）公司的总债务很小，债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多，铀价格一直在上涨&nbsp;喜欢投资新能源公司的人也能考虑世界最大开采钴的公司，瑞士的<a target=\"_blank\" href=\"https://laohu8.com/S/GLEN.UK\">$GLENCORE PLC(GLEN.UK)$</a>&amp;nb\n \n","listText":"以总面积来算，哈萨克斯坦是世界第九大国家。这个国家太大了，甚至其总面积超过全西欧&nbsp;那哈萨克斯坦自然资源多多&nbsp;哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中，哈萨克斯坦组成41%&nbsp;国家最大的开采铀的公司是国有的KAZATOMPROM<a target=\"_blank\" href=\"https://laohu8.com/S/KAP.UK\">$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$</a>&nbsp;目前在国家开采量中，该公司组成58%&nbsp;&nbsp;&nbsp;公司也开采稀土&nbsp;&nbsp;&nbsp;公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金&nbsp;现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39%&nbsp;那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年，公司总收入为2350亿KZT（大约5.4亿美金）并净利润为660亿KZT（1.5亿美金）公司的总债务很小，债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多，铀价格一直在上涨&nbsp;喜欢投资新能源公司的人也能考虑世界最大开采钴的公司，瑞士的<a target=\"_blank\" href=\"https://laohu8.com/S/GLEN.UK\">$GLENCORE PLC(GLEN.UK)$</a>&amp;nb","text":"以总面积来算，哈萨克斯坦是世界第九大国家。这个国家太大了，甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中，哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$ 目前在国家开采量中，该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年，公司总收入为2350亿KZT（大约5.4亿美金）并净利润为660亿KZT（1.5亿美金）公司的总债务很小，债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多，铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司，瑞士的$GLENCORE 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转自公众号：财经连环话 这个世界越来越魔幻了 轱辘慧我看不懂…… 最近 西安一个即将踏上出国留学之旅的17岁学生 却在暑假疯狂消费 花光了用以验资的30万留学费用…… 其中仅一家“女仆桌游”就先后消费了一万七千元 最高一次消费了近6000块 并且在家长打印的银行卡消费记录里 消费支付时间都是晚上 有时甚至是晚上11点多 家长追问孩子是否有不雅行为 孩子也不肯回答 那孩子在“女仆桌游店”里究竟消费了什么呢 在随后华商报对店家的采访中 店家解释 桌游是一种健康益智游戏 “女仆”不过是助教而已 并且他们是“证照齐全明码标价” 只是除了“女仆陪玩”的价格外 用途不清的打赏女仆费用 私加女仆微信的费用如何体现健康益智 店家没多说 还表示加微信收费是“为了防止女孩们被骚扰，收费了就没人加了” 好家伙 逆向思维让他们玩明白了属于是 女仆店本身是个新鲜事物吗？ 并不是 在上世纪90年代 非色情化的女仆形象就在日本有过一阵爆发式的增长 《魔力女管家》《花右京女仆队》等女仆漫画在国内也十分知名 即使到现在 “女仆”也是日本漫画的一个重要元素 在“女仆文化”兴起的同时 各种女仆咖啡厅也如雨后春笋般涌现 日本雄厚的宅男群体成了他们最坚实的消费者 与之前刚刚传入国内的女仆店类似 女仆咖啡的服务基本上跟保洁阿姨没有本质区别 只不过穿着更具特色 最多衍生出给你的蛋包饭画个心的萌系（尴尬）服务 但这种小资产阶级情怀往往是最容易被腐蚀的角落 尤其是在情色文化发达的日本 正经女仆店逐渐成了末流 cosplay特色的风俗店姬逐渐取代了原本的“大正女仆” 原本典雅端庄的西洋女仆装 也衍生出这种护心毛天敌装束 在陪玩服务早已拥有成熟市场的国内 线下的女仆店也开始时兴 除了二次元文化 独特的桌游文化也成了女仆陪玩的重要组成部分 众","listText":"栏目说明：小话不定期给大家分享有趣的故事，内容来源于网络，希望给您带来更好的阅读体验！ 转自公众号：财经连环话 这个世界越来越魔幻了 轱辘慧我看不懂…… 最近 西安一个即将踏上出国留学之旅的17岁学生 却在暑假疯狂消费 花光了用以验资的30万留学费用…… 其中仅一家“女仆桌游”就先后消费了一万七千元 最高一次消费了近6000块 并且在家长打印的银行卡消费记录里 消费支付时间都是晚上 有时甚至是晚上11点多 家长追问孩子是否有不雅行为 孩子也不肯回答 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target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%，<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%，<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 1月17日，恒生指数开盘上涨6.97点，涨幅0.03%，报24390.29点；国企指数开盘下跌22.02点，跌幅0.26%，报8532.77点；红筹指数开盘上涨2.82点，涨幅0.07%，报4098.05点； 恒生科技指数开跌0.29%，大型科技股多数下跌，$网易-S(09999)$ 小幅高开，$京东集团-SW(09618)$ 、$美团-W(03690)$ 、$小米集团-W(01810)$ 走低； 港股博彩股集体上扬，$金沙中国有限公司(01928)$ 涨近15%，$永利澳门(01128)$ 涨14.5%，$银河娱乐(00027)$ 涨10.58%，$美高梅中国(02282)$ 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share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639607503","repostId":"697815514","repostType":1,"repost":{"id":697815514,"gmtCreate":1642400304357,"gmtModify":1642423724583,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092209177497620","idStr":"4092209177497620"},"themes":[],"title":"美股掘金 | 议员股神佩洛西的财富密码","htmlText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","listText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","text":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","images":[{"img":"https://static.tigerbbs.com/e80e51e3ba1c44d347259ffdcf9a90c6","width":"589","height":"297"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697815514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639607658,"gmtCreate":1643268122115,"gmtModify":1643268122346,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639607658","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了！最适合ATVI的期权操作！","htmlText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a 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href=\"https://laohu8.com/S/BARK\">$The Original Bark Corp.(BARK)$</a>up","listText":"<a href=\"https://laohu8.com/S/BARK\">$The Original Bark Corp.(BARK)$</a>up","text":"$The Original Bark Corp.(BARK)$up","images":[{"img":"https://static.tigerbbs.com/f55bb0f890880a6849c8e287cc0c36ca","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639313625","isVote":1,"tweetType":1,"viewCount":1764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":639313814,"gmtCreate":1643163289261,"gmtModify":1643163289261,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639313814","repostId":"697175245","repostType":1,"repost":{"id":697175245,"gmtCreate":1642387332128,"gmtModify":1642400481117,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【1月17日】看本周关键事件，聊聊交易计划","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 1月17日，恒生指数开盘上涨6.97点，涨幅0.03%，报24390.29点；国企指数开盘下跌22.02点，跌幅0.26%，报8532.77点；红筹指数开盘上涨2.82点，涨幅0.07%，报4098.05点； 恒生科技指数开跌0.29%，大型科技股多数下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 走低； 港股博彩股集体上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%，<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%，<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。  港股市场 1月17日，恒生指数开盘上涨6.97点，涨幅0.03%，报24390.29点；国企指数开盘下跌22.02点，跌幅0.26%，报8532.77点；红筹指数开盘上涨2.82点，涨幅0.07%，报4098.05点； 恒生科技指数开跌0.29%，大型科技股多数下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 走低； 港股博彩股集体上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%，<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%，<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 1月17日，恒生指数开盘上涨6.97点，涨幅0.03%，报24390.29点；国企指数开盘下跌22.02点，跌幅0.26%，报8532.77点；红筹指数开盘上涨2.82点，涨幅0.07%，报4098.05点； 恒生科技指数开跌0.29%，大型科技股多数下跌，$网易-S(09999)$ 小幅高开，$京东集团-SW(09618)$ 、$美团-W(03690)$ 、$小米集团-W(01810)$ 走低； 港股博彩股集体上扬，$金沙中国有限公司(01928)$ 涨近15%，$永利澳门(01128)$ 涨14.5%，$银河娱乐(00027)$ 涨10.58%，$美高梅中国(02282)$ 涨9","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697175245","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639313118,"gmtCreate":1643163279030,"gmtModify":1643163279109,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639313118","repostId":"697815514","repostType":1,"repost":{"id":697815514,"gmtCreate":1642400304357,"gmtModify":1642423724583,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092209177497620","idStr":"4092209177497620"},"themes":[],"title":"美股掘金 | 议员股神佩洛西的财富密码","htmlText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","listText":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","text":"摘要：或许议员比机构持仓更有指导意义 作者：美股研习社 刚过去的21年无疑是资本市场极不寻常的一年：通胀爆表，成长股腰斩式杀估值，中概寒冬，美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年，美股一直处在大幅震荡中，焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢？或许这个问题可以从一个特殊的群体中找到些蛛丝马迹，比如女议员“股神”佩洛西。在说佩洛西之前，我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood，Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路？ 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛，被誉为“牛市女王”，受到一众散户追捧。而且她的每日操作公开透明，所以也方便追踪和抄作业。然而时间进入21年，如上图可见Arkk的表现可谓是江河日下，近一年回报率为触目惊心的-44.7%。 如果说是熊市，也许情有可原，然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距，如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因，以至于甚至有专门做空Ark的SARK基金横空出世——如下图，SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看，木头姐去年除了特斯拉，基本没有任何可圈可点的地方。而且去年Q4，她还在连续卖出特斯拉，不断加仓她认为的未来有颠覆式创新能力的公司，比如Teladoc Health，Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报，但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku（持仓占比5.91%，相较21Q3仍有上升），股价自高点已下跌近70%，而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看，Roku的营收同比增长51%，和华尔街预期基本in lin","images":[{"img":"https://static.tigerbbs.com/e80e51e3ba1c44d347259ffdcf9a90c6","width":"589","height":"297"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697815514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639313302,"gmtCreate":1643163265094,"gmtModify":1643163275020,"author":{"id":"3583834684688529","authorId":"3583834684688529","name":"winnerking","avatar":"https://static.tigerbbs.com/53456def62158dd751e7e146be8f2930","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583834684688529","idStr":"3583834684688529"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639313302","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了！最适合ATVI的期权操作！","htmlText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下，宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的电话会中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 微软687亿美元并购动视暴雪会议纪要完整版","images":[{"img":"https://static.tigerbbs.com/cd4d2f45c217529a7e6c7582585fd3ee","width":"890","height":"894"},{"img":"https://static.tigerbbs.com/96914bbe34bd1729e28e4b2efe18e428","width":"902","height":"922"},{"img":"https://static.tigerbbs.com/4bdd90625e539365f110b177070842bf","width":"1272","height":"372"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697422155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}