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2021-02-02

$Naked Brand Group Inc(NAKD)$这个票的问题是，如果没有华尔街赌徒强行拉升，这个公司的股票基本不值钱不是吗？

2020-08-04

这他妈天天有30亿人教张一鸣怎么开公司。连冰箱门都不知道怎么打开，还在给我BB人家造的冰箱制冷好不好呢？TT这么惨，结果这时候开始要求完美牺牲者了？说的好听，你们怎么不想自己出钱弥补一下字节的损失呢？

抱歉，原内容已删除

2019-02-19

$阿里巴巴(BABA)$别想的太多，好吗？

2019-02-19

$哔哩哔哩(BILI)$直播弹幕要事先审核才能播，这他妈规定都出来了，这票还不跌？

2018-08-24

$拼多多(PDD)$坚定看好拼多多，期待本季财报

2018-04-11

这篇文章不错，转发给大家看

@夏夏夏:财报季来了，要借东风吗

2018-04-04

这篇文章不错，转发给大家看

@九格:特斯拉的Q1交车报告出了

2018-02-02

这篇文章不错，转发给大家看

@香蕉君:入股蚂蚁的得与失

2017-07-11

$美图公司(01357)$ 卧槽！这票还能起来吗？

2017-07-07

$美图公司(01357)$ 近五日涨幅有30%了，可我只赚了6个点

2017-06-26

美图还能不能起来？

$美图公司(01357)$ 这公司是不是就这么死了？

美图还能不能起来？

2017-05-16

$微博(WB)$ 是不是可以做空了

2017-03-23

腾讯算不算游戏领域先行指标？

$IGG(00799)$ 如果腾讯业绩受到韩国影响，全行业都会有影响？

腾讯算不算游戏领域先行指标？

2017-03-02

各项指标都很好啊，为什么会跌？

$京东(JD)$ 各项指标都很好，此前预期也没有说会GAAP盈利 #持有京东的来报个道#

各项指标都很好啊，为什么会跌？

2016-11-23

$微博(WB)$ 涨这么多，不能入手了

2016-11-22

要不要忍痛止损

$唯品会(VIPS)$ 唯品会能不能拿啊，昨天没出，现在心痛

要不要忍痛止损

2016-11-17

亚马逊至少可以拉回到770左右

$亚马逊(AMZN)$ 770

亚马逊至少可以拉回到770左右

2016-11-17

剥离金融业务很明显利好上市公司财报啊

$京东(JD)$ 亏损记入金融，白条带来的交易额还在商城。白条免息分期很有竞争力好吗

剥离金融业务很明显利好上市公司财报啊

去老虎APP查看更多动态

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个人觉得，从择时交易来说，财报季契机的含金量超高。 首先大原则是，不赌财报不赌财报不赌财报！我们只套现大家对美好财报的预期。因为好股票，早在财报发前已经开涨。然后也可以在财报发后靓且崩。。 港股如腾讯$(00700)$平安$(02318)$最近。 美股如阿里巴巴$(baba)$，京东$(jd)$，美光$(mu)$，奈飞$(nflx)$。 请重点看财报季前这一波，收割到就是赚到。 尽管股价图上能看到财报前多上涨，但介入时机也很重要。可以所选标的最近的横盘价为准。 然后，要知道财报前上涨也有大盘因素在。最近大环境不太平，变量更多，所以应谨慎。 然而正因为这些负面新闻导致某些优质票的下跌，让这次财报季的纠正机会更强。已经跌了蛮多，马上发财报了。虽然贸易战绯闻飞来飞去，然而公司数据应该还不错啊。但是已经跌了20%，嗯，可以涨一些。大概如此心理过程。 个人观察到如网易$(ntes)$，京东$(jd)$，美光$(mu)$，亚马逊$(amzn)$，谷歌$(goog)$，在基本面未发生重大改变情况下，因为各种原因，从高点下落了10%-30%不等。 当然现在不确定市场是否跌入熊市，如果市场气氛萧条，也会削弱大家对美好的向往。所以本周的银行股打头阵，可以为大家探风本次财报季度。 嗯，提前埋伏即可，财报前小高峰脱手即可。 宜见好就收，忌见光。 虎友们都怎么操作财报季，出来讲讲。#美股财报季#","listText":"美股财报季本周开启，富国银行$(wfc)$花旗$(c)$小摩$(jpm)$本周都会发报。 个人觉得，从择时交易来说，财报季契机的含金量超高。 首先大原则是，不赌财报不赌财报不赌财报！我们只套现大家对美好财报的预期。因为好股票，早在财报发前已经开涨。然后也可以在财报发后靓且崩。。 港股如腾讯$(00700)$平安$(02318)$最近。 美股如阿里巴巴$(baba)$，京东$(jd)$，美光$(mu)$，奈飞$(nflx)$。 请重点看财报季前这一波，收割到就是赚到。 尽管股价图上能看到财报前多上涨，但介入时机也很重要。可以所选标的最近的横盘价为准。 然后，要知道财报前上涨也有大盘因素在。最近大环境不太平，变量更多，所以应谨慎。 然而正因为这些负面新闻导致某些优质票的下跌，让这次财报季的纠正机会更强。已经跌了蛮多，马上发财报了。虽然贸易战绯闻飞来飞去，然而公司数据应该还不错啊。但是已经跌了20%，嗯，可以涨一些。大概如此心理过程。 个人观察到如网易$(ntes)$，京东$(jd)$，美光$(mu)$，亚马逊$(amzn)$，谷歌$(goog)$，在基本面未发生重大改变情况下，因为各种原因，从高点下落了10%-30%不等。 当然现在不确定市场是否跌入熊市，如果市场气氛萧条，也会削弱大家对美好的向往。所以本周的银行股打头阵，可以为大家探风本次财报季度。 嗯，提前埋伏即可，财报前小高峰脱手即可。 宜见好就收，忌见光。 虎友们都怎么操作财报季，出来讲讲。#美股财报季#","text":"美股财报季本周开启，富国银行$(wfc)$花旗$(c)$小摩$(jpm)$本周都会发报。 个人觉得，从择时交易来说，财报季契机的含金量超高。 首先大原则是，不赌财报不赌财报不赌财报！我们只套现大家对美好财报的预期。因为好股票，早在财报发前已经开涨。然后也可以在财报发后靓且崩。。 港股如腾讯$(00700)$平安$(02318)$最近。 美股如阿里巴巴$(baba)$，京东$(jd)$，美光$(mu)$，奈飞$(nflx)$。 请重点看财报季前这一波，收割到就是赚到。 尽管股价图上能看到财报前多上涨，但介入时机也很重要。可以所选标的最近的横盘价为准。 然后，要知道财报前上涨也有大盘因素在。最近大环境不太平，变量更多，所以应谨慎。 然而正因为这些负面新闻导致某些优质票的下跌，让这次财报季的纠正机会更强。已经跌了蛮多，马上发财报了。虽然贸易战绯闻飞来飞去，然而公司数据应该还不错啊。但是已经跌了20%，嗯，可以涨一些。大概如此心理过程。 个人观察到如网易$(ntes)$，京东$(jd)$，美光$(mu)$，亚马逊$(amzn)$，谷歌$(goog)$，在基本面未发生重大改变情况下，因为各种原因，从高点下落了10%-30%不等。 当然现在不确定市场是否跌入熊市，如果市场气氛萧条，也会削弱大家对美好的向往。所以本周的银行股打头阵，可以为大家探风本次财报季度。 嗯，提前埋伏即可，财报前小高峰脱手即可。 宜见好就收，忌见光。 虎友们都怎么操作财报季，出来讲讲。#美股财报季#","images":[{"img":"https://static.laohu8.com/d3f2618c2af62928bc5cd4de10f0d8dc"},{"img":"https://static.laohu8.com/7a458d07571077b6fce1617767555585"},{"img":"https://static.laohu8.com/640559102312c7684ec16bf43e7087ab"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176250","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174861,"gmtCreate":1522835106930,"gmtModify":1704891242865,"author":{"id":"36260119049616","authorId":"36260119049616","name":"brave_ghost","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36260119049616","idStr":"36260119049616"},"themes":[],"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/174861","repostId":"174542","repostType":1,"repost":{"id":174542,"gmtCreate":1522766337878,"gmtModify":1744960323714,"author":{"id":"16180209980775","authorId":"16180209980775","name":"九格","avatar":"https://static.tigerbbs.com/9b7351b7dca167cbf31dfae7714bb158","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"16180209980775","idStr":"16180209980775"},"themes":[],"title":"特斯拉的Q1交车报告出了","htmlText":"$(TSLA)$报告全文如下： 简译： Q1总计生产34494辆车，环比增加40%，史上最佳。 其中24728辆是Model S和X，9766辆是X。 3月最后一周，Model 3的产量是2020辆，没有达成2500的目标，也没达成Q1总生产1万辆的目标。 接下来的一周里，特斯拉计划生产2k辆S和X、2k辆3。 维持Q2实现Model 3达成5k辆/周产能的目标。 Q1交付29980辆，其中S为11730，X为10070，3为8180。 有4060辆S和X，2040辆3在Q1末交付，会被算到Q2交车里。 维持18年全年S和X的交付目标。 由于Q2会达成Model 3的产能目标，所以Q3现金流会没有问题，因此特斯拉今年除了标准信贷之外，不会额外发新股或新债。 最后特斯拉特别强调：Model 3的质量达到了有史以来最高水准，交车的客户满意度高于93%；Model 3的预订仍然维持净增长，取消订单的理由几乎全部是因为“生产推迟”而不是“担心质量”。 我很惊讶，这份交车报告不差的，起码比之前的预期——彭博社估测3的周产能是1k辆，巴克莱预测1.5k-1.7k辆——要好很多，但股价没有大反应？还是卡在了跳空线上： 这要按去年的套路，分分钟+10%有没有？ 讲道理，特斯拉那些利空早八百年就一直在说了，无非是： 市值高达400亿，Model 3没量产。 5年半烧了100亿刀，Model 3没量产。 总负债达到230亿刀，Model 3没量产。 毛利率的1/3都拿去交利息了，Model 3没量产。 车子卖一辆亏一辆，急需规模效应来填坑，Model 3还没量产。 下周开战特朗普，下月量产特斯拉。 但现在投资者才一幅垂死病中惊坐起的样子，我只能理解成这是因为市场氛围变了： 在牛市的氛围下总有很多人造梦，但在大盘恐慌的时候人们就会开始“回归现实”了。 不过现在的情况是： 大盘可能跌得差不多了，再","listText":"$(TSLA)$报告全文如下： 简译： Q1总计生产34494辆车，环比增加40%，史上最佳。 其中24728辆是Model S和X，9766辆是X。 3月最后一周，Model 3的产量是2020辆，没有达成2500的目标，也没达成Q1总生产1万辆的目标。 接下来的一周里，特斯拉计划生产2k辆S和X、2k辆3。 维持Q2实现Model 3达成5k辆/周产能的目标。 Q1交付29980辆，其中S为11730，X为10070，3为8180。 有4060辆S和X，2040辆3在Q1末交付，会被算到Q2交车里。 维持18年全年S和X的交付目标。 由于Q2会达成Model 3的产能目标，所以Q3现金流会没有问题，因此特斯拉今年除了标准信贷之外，不会额外发新股或新债。 最后特斯拉特别强调：Model 3的质量达到了有史以来最高水准，交车的客户满意度高于93%；Model 3的预订仍然维持净增长，取消订单的理由几乎全部是因为“生产推迟”而不是“担心质量”。 我很惊讶，这份交车报告不差的，起码比之前的预期——彭博社估测3的周产能是1k辆，巴克莱预测1.5k-1.7k辆——要好很多，但股价没有大反应？还是卡在了跳空线上： 这要按去年的套路，分分钟+10%有没有？ 讲道理，特斯拉那些利空早八百年就一直在说了，无非是： 市值高达400亿，Model 3没量产。 5年半烧了100亿刀，Model 3没量产。 总负债达到230亿刀，Model 3没量产。 毛利率的1/3都拿去交利息了，Model 3没量产。 车子卖一辆亏一辆，急需规模效应来填坑，Model 3还没量产。 下周开战特朗普，下月量产特斯拉。 但现在投资者才一幅垂死病中惊坐起的样子，我只能理解成这是因为市场氛围变了： 在牛市的氛围下总有很多人造梦，但在大盘恐慌的时候人们就会开始“回归现实”了。 不过现在的情况是： 大盘可能跌得差不多了，再","text":"$(TSLA)$报告全文如下： 简译： Q1总计生产34494辆车，环比增加40%，史上最佳。 其中24728辆是Model S和X，9766辆是X。 3月最后一周，Model 3的产量是2020辆，没有达成2500的目标，也没达成Q1总生产1万辆的目标。 接下来的一周里，特斯拉计划生产2k辆S和X、2k辆3。 维持Q2实现Model 3达成5k辆/周产能的目标。 Q1交付29980辆，其中S为11730，X为10070，3为8180。 有4060辆S和X，2040辆3在Q1末交付，会被算到Q2交车里。 维持18年全年S和X的交付目标。 由于Q2会达成Model 3的产能目标，所以Q3现金流会没有问题，因此特斯拉今年除了标准信贷之外，不会额外发新股或新债。 最后特斯拉特别强调：Model 3的质量达到了有史以来最高水准，交车的客户满意度高于93%；Model 3的预订仍然维持净增长，取消订单的理由几乎全部是因为“生产推迟”而不是“担心质量”。 我很惊讶，这份交车报告不差的，起码比之前的预期——彭博社估测3的周产能是1k辆，巴克莱预测1.5k-1.7k辆——要好很多，但股价没有大反应？还是卡在了跳空线上： 这要按去年的套路，分分钟+10%有没有？ 讲道理，特斯拉那些利空早八百年就一直在说了，无非是： 市值高达400亿，Model 3没量产。 5年半烧了100亿刀，Model 3没量产。 总负债达到230亿刀，Model 3没量产。 毛利率的1/3都拿去交利息了，Model 3没量产。 车子卖一辆亏一辆，急需规模效应来填坑，Model 3还没量产。 下周开战特朗普，下月量产特斯拉。 但现在投资者才一幅垂死病中惊坐起的样子，我只能理解成这是因为市场氛围变了： 在牛市的氛围下总有很多人造梦，但在大盘恐慌的时候人们就会开始“回归现实”了。 不过现在的情况是： 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蚂蚁金服消息导致阿里巴巴下跌？ 　　几乎在发布业绩的同时，阿里巴巴与蚂蚁金服联合宣布，根据2014年双方签署的战略协议，并经阿里巴巴董事会批准，阿里巴巴将通过一家中国子公司入股并获得蚂蚁金服33%的股权，并将终止当前与蚂蚁金服的利润分享协议。 　　2014年8月，阿里巴巴发布的招股书中公开披露了这一潜在的交易安排。根据当时的协议，蚂蚁金服每年需向阿里巴巴支付知识产权及技术服务费，金额相当于蚂蚁金服税前利润的37.5%；同时，在条件允许的情况下，阿里巴巴有权入股并持有蚂蚁金服33%的股权，并将相应的知识产权转让给蚂蚁金服，上述分润安排同步终止。阿里巴巴股价盘前由涨转跌3%。 　　于是，阿里巴巴的下跌似乎就很好理解： 　　1、阿里巴巴原先可以拥有税前利润37.5%的收益，而在转股后，阿里巴巴入股后的收益权只有33%，这里的有一定的差距的，这是一个原因。 　　2、更重要的原因是，从税前利润收取支付知识产权及技术服务费与取得股权，这两者之间有着质的区别，过去收取费用，风险有限，而取得股权，则是风险共担，这对阿里巴巴造成的财务影响完全不同，取得股权对于投资者来说意味着更高的风险。 　　入股蚂蚁金服背后深层意义 　　市场对于短期信息总是短视的，看起来是一个阿里吃亏的协议，但是背后却是解决蚂蚁金服历史问题，为蚂蚁金服的上市铺平了道路的行为，对会对于阿里巴巴不远的将来产生深远影响。 　　由于当时外资企业占据的控股高达70%，国家不允许支付宝从事第三方支付活动。那时候雅虎与软银希望以VIE的方式绕过监管获取牌照，再通过协议安排将内资公司的收益和管理都交予三方的合资公司。而马云不同意以VIE模式获取牌照，因此在董事会未达成一致的情况下将支付宝股权转出，这件事在当时引起了巨大争议。 　　2011年6月，阿里巴巴集团将支付宝的所有权转让给马云控股的另一家中国内资公司(浙","listText":"$阿里巴巴(BABA)$ 蚂蚁金服消息导致阿里巴巴下跌？ 　　几乎在发布业绩的同时，阿里巴巴与蚂蚁金服联合宣布，根据2014年双方签署的战略协议，并经阿里巴巴董事会批准，阿里巴巴将通过一家中国子公司入股并获得蚂蚁金服33%的股权，并将终止当前与蚂蚁金服的利润分享协议。 　　2014年8月，阿里巴巴发布的招股书中公开披露了这一潜在的交易安排。根据当时的协议，蚂蚁金服每年需向阿里巴巴支付知识产权及技术服务费，金额相当于蚂蚁金服税前利润的37.5%；同时，在条件允许的情况下，阿里巴巴有权入股并持有蚂蚁金服33%的股权，并将相应的知识产权转让给蚂蚁金服，上述分润安排同步终止。阿里巴巴股价盘前由涨转跌3%。 　　于是，阿里巴巴的下跌似乎就很好理解： 　　1、阿里巴巴原先可以拥有税前利润37.5%的收益，而在转股后，阿里巴巴入股后的收益权只有33%，这里的有一定的差距的，这是一个原因。 　　2、更重要的原因是，从税前利润收取支付知识产权及技术服务费与取得股权，这两者之间有着质的区别，过去收取费用，风险有限，而取得股权，则是风险共担，这对阿里巴巴造成的财务影响完全不同，取得股权对于投资者来说意味着更高的风险。 　　入股蚂蚁金服背后深层意义 　　市场对于短期信息总是短视的，看起来是一个阿里吃亏的协议，但是背后却是解决蚂蚁金服历史问题，为蚂蚁金服的上市铺平了道路的行为，对会对于阿里巴巴不远的将来产生深远影响。 　　由于当时外资企业占据的控股高达70%，国家不允许支付宝从事第三方支付活动。那时候雅虎与软银希望以VIE的方式绕过监管获取牌照，再通过协议安排将内资公司的收益和管理都交予三方的合资公司。而马云不同意以VIE模式获取牌照，因此在董事会未达成一致的情况下将支付宝股权转出，这件事在当时引起了巨大争议。 　　2011年6月，阿里巴巴集团将支付宝的所有权转让给马云控股的另一家中国内资公司(浙","text":"$阿里巴巴(BABA)$ 蚂蚁金服消息导致阿里巴巴下跌？ 　　几乎在发布业绩的同时，阿里巴巴与蚂蚁金服联合宣布，根据2014年双方签署的战略协议，并经阿里巴巴董事会批准，阿里巴巴将通过一家中国子公司入股并获得蚂蚁金服33%的股权，并将终止当前与蚂蚁金服的利润分享协议。 　　2014年8月，阿里巴巴发布的招股书中公开披露了这一潜在的交易安排。根据当时的协议，蚂蚁金服每年需向阿里巴巴支付知识产权及技术服务费，金额相当于蚂蚁金服税前利润的37.5%；同时，在条件允许的情况下，阿里巴巴有权入股并持有蚂蚁金服33%的股权，并将相应的知识产权转让给蚂蚁金服，上述分润安排同步终止。阿里巴巴股价盘前由涨转跌3%。 　　于是，阿里巴巴的下跌似乎就很好理解： 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