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2bfreedomso

2bfreedomso

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2022-01-13

FYI

@gugu:2021年投资总结：正确的抄底方式

2022-01-12

Interesting

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2021-12-26

Great

Better Cloud Stock: Microsoft vs. Amazon

2021-12-08

$Beyond Meat, Inc.(BYND)$BBuy more ???

2021-12-07

Thanks for sharing

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2021-11-18

Buy more ?

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2021-11-05

$Alibaba(BABA)$buy lower

2021-11-03

Wow

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2021-10-29

$Vanguard S&P 500 ETF(VOO)$when will I get u

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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> 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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":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694695864,"gmtCreate":1641948382660,"gmtModify":1641948382747,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694695864","repostId":"1116788499","repostType":2,"isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698492549,"gmtCreate":1640485878631,"gmtModify":1640485878754,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698492549","repostId":"2193178191","repostType":2,"repost":{"id":"2193178191","kind":"highlight","pubTimestamp":1640398963,"share":"https://ttm.financial/m/news/2193178191?lang=&edition=full","pubTime":"2021-12-25 10:22","market":"us","language":"en","title":"Better Cloud Stock: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178191","media":"Motley Fool","summary":"Which tech giant is the better all-around investment?","content":"<p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Amazon</b> (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.</p>\n<p>Amazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.</p>\n<p>That dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?</p>\n<h2>The differences between Microsoft and Amazon</h2>\n<p>Microsoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.</p>\n<p>Under Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.</p>\n<p>Amazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.</p>\n<p>Last year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.</p>\n<p>That's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.</p>\n<h2>Which tech giant is growing faster?</h2>\n<p>The pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.</p>\n<p>But for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.</p>\n<p>Microsoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>Revenue Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>22%</p></td>\n   <td width=\"120\"><p>18%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>18%</p></td>\n   <td width=\"120\"><p>17%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.</p>\n<p>In terms of profits, Microsoft should also experience a softer landing than Amazon:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>EPS Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>82%</p></td>\n   <td width=\"120\"><p>(2%)</p></td>\n   <td width=\"120\"><p>26%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22.</p>\n<p>That's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.</p>\n<h2>What do the valuations say?</h2>\n<p>Neither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.</p>\n<p>However, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.</p>\n<h2>The winner: Microsoft</h2>\n<p>Microsoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.</p>\n<p>Microsoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.</p>","source":"fool_stock","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>Better Cloud Stock: Microsoft vs. Amazon</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\">\nBetter Cloud Stock: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4566":"资本集团","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4535":"淡马锡持仓","MSFT":"微软","BK4504":"桥水持仓","BK4538":"云计算","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4525":"远程办公概念"},"source_url":"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178191","content_text":"Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.\nThat dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?\nThe differences between Microsoft and Amazon\nMicrosoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.\nUnder Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.\nAmazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.\nLast year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.\nThat's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.\nWhich tech giant is growing faster?\nThe pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.\nBut for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.\nMicrosoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:\n\n\n\n\nRevenue Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n38%\n22%\n18%\n\n\nMicrosoft\n18%\n17%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.\nIn terms of profits, Microsoft should also experience a softer landing than Amazon:\n\n\n\n\nEPS Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n82%\n(2%)\n26%\n\n\nMicrosoft\n38%\n14%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22.\nThat's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.\nWhat do the valuations say?\nNeither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.\nHowever, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.\nThe winner: Microsoft\nMicrosoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.\nMicrosoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.","news_type":1,"symbols_score_info":{"AMZN":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602047893,"gmtCreate":1638948591042,"gmtModify":1638948611098,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>BBuy more ???","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>BBuy more ???","text":"$Beyond Meat, Inc.(BYND)$BBuy more 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lower","images":[{"img":"https://static.tigerbbs.com/f53a7830cbe4f1945b62fd9f55962996","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842028382","isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841820950,"gmtCreate":1635902070396,"gmtModify":1635902070396,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841820950","repostId":"1122635081","repostType":2,"isVote":1,"tweetType":1,"viewCount":2339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857601476,"gmtCreate":1635520195440,"gmtModify":1635520195440,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>when will I get u","listText":"<a href=\"https://laohu8.com/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a>when will I get u","text":"$Vanguard S&P 500 ETF(VOO)$when will I get u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857601476","isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":602047893,"gmtCreate":1638948591042,"gmtModify":1638948611098,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>BBuy more 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10:22","market":"us","language":"en","title":"Better Cloud Stock: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178191","media":"Motley Fool","summary":"Which tech giant is the better all-around investment?","content":"<p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Amazon</b> (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.</p>\n<p>Amazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.</p>\n<p>That dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?</p>\n<h2>The differences between Microsoft and Amazon</h2>\n<p>Microsoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.</p>\n<p>Under Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.</p>\n<p>Amazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.</p>\n<p>Last year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.</p>\n<p>That's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.</p>\n<h2>Which tech giant is growing faster?</h2>\n<p>The pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.</p>\n<p>But for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.</p>\n<p>Microsoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>Revenue Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>22%</p></td>\n   <td width=\"120\"><p>18%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>18%</p></td>\n   <td width=\"120\"><p>17%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.</p>\n<p>In terms of profits, Microsoft should also experience a softer landing than Amazon:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>EPS Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>82%</p></td>\n   <td width=\"120\"><p>(2%)</p></td>\n   <td width=\"120\"><p>26%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22.</p>\n<p>That's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.</p>\n<h2>What do the valuations say?</h2>\n<p>Neither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.</p>\n<p>However, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.</p>\n<h2>The winner: Microsoft</h2>\n<p>Microsoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.</p>\n<p>Microsoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.</p>","source":"fool_stock","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>Better Cloud Stock: Microsoft vs. Amazon</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\">\nBetter Cloud Stock: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4566":"资本集团","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4535":"淡马锡持仓","MSFT":"微软","BK4504":"桥水持仓","BK4538":"云计算","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4525":"远程办公概念"},"source_url":"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178191","content_text":"Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.\nThat dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?\nThe differences between Microsoft and Amazon\nMicrosoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.\nUnder Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.\nAmazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.\nLast year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.\nThat's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.\nWhich tech giant is growing faster?\nThe pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.\nBut for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.\nMicrosoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:\n\n\n\n\nRevenue Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n38%\n22%\n18%\n\n\nMicrosoft\n18%\n17%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.\nIn terms of profits, Microsoft should also experience a softer landing than Amazon:\n\n\n\n\nEPS Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n82%\n(2%)\n26%\n\n\nMicrosoft\n38%\n14%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22.\nThat's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.\nWhat do the valuations say?\nNeither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.\nHowever, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.\nThe winner: Microsoft\nMicrosoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.\nMicrosoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.","news_type":1,"symbols_score_info":{"AMZN":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841820950,"gmtCreate":1635902070396,"gmtModify":1635902070396,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841820950","repostId":"1122635081","repostType":2,"isVote":1,"tweetType":1,"viewCount":2339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694429455,"gmtCreate":1642083635695,"gmtModify":1642083635809,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"FYI","listText":"FYI","text":"FYI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694429455","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,"idStr":"387611620380","authorIdStr":"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)$31.5%，","images":[{"img":"https://static.tigerbbs.com/acf6539fb81b6502b94bfd9b52b063cf","width":"572","height":"212"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694655844","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606614850,"gmtCreate":1638870555495,"gmtModify":1638870555495,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"Thanks for sharing","listText":"Thanks for sharing","text":"Thanks 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?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876922390","repostId":"2184895031","repostType":2,"isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842028382,"gmtCreate":1636121506060,"gmtModify":1636121507015,"author":{"id":"4093927783009440","authorId":"4093927783009440","name":"2bfreedomso","avatar":"https://static.tigerbbs.com/65b83e96c90f0969ad5f1f1d77d50a1c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093927783009440","authorIdStr":"4093927783009440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>buy lower","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>buy lower","text":"$Alibaba(BABA)$buy 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