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angeldevil
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angeldevil
2021-09-22
$AMD(AMD)$
is it right time to buy?
angeldevil
2021-12-03
$Grab Holdings(GRAB)$
anyone grab the low?
angeldevil
2021-11-15
$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$
is ascendas dividend change to semi annually?
angeldevil
2021-10-28
$Microsoft(MSFT)$
long term growth
angeldevil
2022-02-02
$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$
Good time to increase position
angeldevil
2021-10-19
$KEPPEL DC REIT(AJBU.SI)$
will drop below 2.3?
angeldevil
2021-09-29
$KEPPEL DC REIT(AJBU.SI)$
good to buy?
angeldevil
2022-06-23
$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$
[Miser]
angeldevil
2021-12-07
[Miser]
抱歉,原内容已删除
angeldevil
2021-11-11
$Microsoft(MSFT)$
long term growth achieve through this stock
angeldevil
2021-11-09
$KEPPEL DC REIT(AJBU.SI)$
should buy more?
angeldevil
2021-11-05
$KEPPEL DC REIT(AJBU.SI)$
patience
angeldevil
2021-10-17
$KEPPEL DC REIT(AJBU.SI)$
this is not a bad price for a long term plan
angeldevil
2021-10-14
$Microsoft(MSFT)$
[财迷]
angeldevil
2021-10-11
$KEPPEL DC REIT(AJBU.SI)$
wait wait wait
angeldevil
2021-09-30
$KEPPEL DC REIT(AJBU.SI)$
be patience
angeldevil
2021-09-28
$KEPPEL DC REIT(AJBU.SI)$
[笑哭]
angeldevil
2021-09-25
$Apple(AAPL)$
[财迷]
angeldevil
2022-02-01
$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$
time to add more, aiming below 2.75
angeldevil
2021-11-22
$KEPPEL DC REIT(AJBU.SI)$
wait wait
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Our dearest wish for 2022 is for the markets to continue their strong rally! 🚀🚀🚀🌙🌙🌙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686769456","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":1798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686769658,"gmtCreate":1658496275578,"gmtModify":1703748866668,"author":{"id":"4094305397134900","authorId":"4094305397134900","name":"angeldevil","avatar":"https://static.tigerbbs.com/518b20b4f0de3e48e69adb09f2650815","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094305397134900","authorIdStr":"4094305397134900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>[Miser] ","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>[Miser] ","text":"$Microsoft(MSFT)$[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686769658","isVote":1,"tweetType":1,"viewCount":1754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686960614,"gmtCreate":1658045097048,"gmtModify":1704868830394,"author":{"id":"4094305397134900","authorId":"4094305397134900","name":"angeldevil","avatar":"https://static.tigerbbs.com/518b20b4f0de3e48e69adb09f2650815","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094305397134900","authorIdStr":"4094305397134900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Miser] ","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Miser] ","text":"$Apple(AAPL)$[Miser]","images":[{"img":"https://static.tigerbbs.com/e4a6cc8b268a636b8af1eac1c58586c5","width":"1176","height":"2450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686960614","isVote":1,"tweetType":1,"viewCount":1864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":688349457,"gmtCreate":1657457945581,"gmtModify":1704867345160,"author":{"id":"4094305397134900","authorId":"4094305397134900","name":"angeldevil","avatar":"https://static.tigerbbs.com/518b20b4f0de3e48e69adb09f2650815","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094305397134900","authorIdStr":"4094305397134900"},"themes":[],"htmlText":"[Miser] ","listText":"[Miser] ","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688349457","repostId":"688037959","repostType":1,"repost":{"id":688037959,"gmtCreate":1657212802372,"gmtModify":1704866912413,"author":{"id":"3500773707643786","authorId":"3500773707643786","name":"阿强观港美股","avatar":"https://static.tigerbbs.com/9dad38649fc47712e5a4b86bce9af5da","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500773707643786","authorIdStr":"3500773707643786"},"themes":[],"title":"如何用卖put期权,抄底木头姐ARKK基金ETF呢?","htmlText":"木头姐ARKK基金代码是:ARKKARKK基金,专门投资革命性创新的公司,包括基因科技、全自动化、物联网及金融科技相关的公司一,卖put ARKK期权行权价格40美金到期日为2022.07.29我卖出5张,期权金490美金二,如果07.29日收盘ARKK股价高于40,则没有行权,我赚取485美金期权金三,如果07.29日收盘ARKK股价低于40块,我都必须要以行权价格40美金的价格,买入ARKK的股票500股(一张合约对应100股)四,如果行权,需要的资金一张期权合约行权需要的资金是:40X100=4000美金卖put 5张,则行权需要2万美金五,慎重提示账户需要有足够的资金,才适合卖put期权,同时是拟买入该股票的前提下,才适合卖put期权六,挑选原因ARKK从高位跌幅近70%,而ARKK专门投资革命性创新公司,这类型股票都已经跌得非常惨,目前我仓位比较低,拟抄底些相对激进的美股,但不是抄底个股,则选择了ARKK基金,所以这次卖put行权价格也比较近。七,风险提示期权切记,不懂则不碰,如果你也看好ARKK,则直接买入该股票即可,未必要通过期权。如果要通过期权操作,欢迎先找我交流,了解清楚先,不然期权可能导致爆仓了,都还不知道是什么回事。操作笔记,不做推荐仅供参考,盈亏自负","listText":"木头姐ARKK基金代码是:ARKKARKK基金,专门投资革命性创新的公司,包括基因科技、全自动化、物联网及金融科技相关的公司一,卖put ARKK期权行权价格40美金到期日为2022.07.29我卖出5张,期权金490美金二,如果07.29日收盘ARKK股价高于40,则没有行权,我赚取485美金期权金三,如果07.29日收盘ARKK股价低于40块,我都必须要以行权价格40美金的价格,买入ARKK的股票500股(一张合约对应100股)四,如果行权,需要的资金一张期权合约行权需要的资金是:40X100=4000美金卖put 5张,则行权需要2万美金五,慎重提示账户需要有足够的资金,才适合卖put期权,同时是拟买入该股票的前提下,才适合卖put期权六,挑选原因ARKK从高位跌幅近70%,而ARKK专门投资革命性创新公司,这类型股票都已经跌得非常惨,目前我仓位比较低,拟抄底些相对激进的美股,但不是抄底个股,则选择了ARKK基金,所以这次卖put行权价格也比较近。七,风险提示期权切记,不懂则不碰,如果你也看好ARKK,则直接买入该股票即可,未必要通过期权。如果要通过期权操作,欢迎先找我交流,了解清楚先,不然期权可能导致爆仓了,都还不知道是什么回事。操作笔记,不做推荐仅供参考,盈亏自负","text":"木头姐ARKK基金代码是:ARKKARKK基金,专门投资革命性创新的公司,包括基因科技、全自动化、物联网及金融科技相关的公司一,卖put ARKK期权行权价格40美金到期日为2022.07.29我卖出5张,期权金490美金二,如果07.29日收盘ARKK股价高于40,则没有行权,我赚取485美金期权金三,如果07.29日收盘ARKK股价低于40块,我都必须要以行权价格40美金的价格,买入ARKK的股票500股(一张合约对应100股)四,如果行权,需要的资金一张期权合约行权需要的资金是:40X100=4000美金卖put 5张,则行权需要2万美金五,慎重提示账户需要有足够的资金,才适合卖put期权,同时是拟买入该股票的前提下,才适合卖put期权六,挑选原因ARKK从高位跌幅近70%,而ARKK专门投资革命性创新公司,这类型股票都已经跌得非常惨,目前我仓位比较低,拟抄底些相对激进的美股,但不是抄底个股,则选择了ARKK基金,所以这次卖put行权价格也比较近。七,风险提示期权切记,不懂则不碰,如果你也看好ARKK,则直接买入该股票即可,未必要通过期权。如果要通过期权操作,欢迎先找我交流,了解清楚先,不然期权可能导致爆仓了,都还不知道是什么回事。操作笔记,不做推荐仅供参考,盈亏自负","images":[{"img":"https://static.tigerbbs.com/d61b2338cf710b0fa4918ceb04d322df","width":"1242","height":"261"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688037959","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688349541,"gmtCreate":1657457929787,"gmtModify":1704867344989,"author":{"id":"4094305397134900","authorId":"4094305397134900","name":"angeldevil","avatar":"https://static.tigerbbs.com/518b20b4f0de3e48e69adb09f2650815","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094305397134900","authorIdStr":"4094305397134900"},"themes":[],"htmlText":"[Miser] ","listText":"[Miser] ","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688349541","repostId":"681649893","repostType":1,"repost":{"id":681649893,"gmtCreate":1656985978341,"gmtModify":1704866145713,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🔥【7月5日】 恒指高开, 能源股提振欧股反弹,今天买点啥","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7月5日讯,隔夜美股休市,欧股涨跌不一。港股高开,恒指涨1.02%,国指涨1.24%,恒生科技指数涨1.54%。盘面上,大型科技股普涨,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>涨约3%,美团、快手、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>、小米、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>均涨超1%;有色金属股、燃气股、体育用品股、汽车产业链股纷纷上涨,上半年净利预增翻倍,<a target=\"_blank\" href=\"https://laohu8.com/S/300748\">$金力永磁(300748)$</a>高开近6%表现较佳,昨日全天萎靡的餐饮股、教育股部分走高。另一方面,昨日大涨的生物医药股走势分化,旅游及影视股下跌明显。<a target=\"_blank\" href=\"https://laohu8.com/S/02391\">$涂鸦智能(02391)$</a>上市首日高开1.35%,发行价19.3港元/股。海外市场因独立日假期美股7月4日(周一)休市一天美股休市,纽约黄金和原油期货无收盘报价。欧洲主要股指收盘涨跌不一,德国DAX30指数跌0.23%,英国富时100指数涨0.89%,法国CAC40指数涨0.4%,欧洲斯托克50指数涨0.16%。国际原油期货结算价涨超1%,布伦特9月原油期货收涨1.87美元,涨幅1.68%,报113.50美元/桶。欧洲天然气价格一度大涨逾10%,升至近四个月来最高","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7月5日讯,隔夜美股休市,欧股涨跌不一。港股高开,恒指涨1.02%,国指涨1.24%,恒生科技指数涨1.54%。盘面上,大型科技股普涨,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>涨约3%,美团、快手、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>、小米、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>均涨超1%;有色金属股、燃气股、体育用品股、汽车产业链股纷纷上涨,上半年净利预增翻倍,<a target=\"_blank\" href=\"https://laohu8.com/S/300748\">$金力永磁(300748)$</a>高开近6%表现较佳,昨日全天萎靡的餐饮股、教育股部分走高。另一方面,昨日大涨的生物医药股走势分化,旅游及影视股下跌明显。<a target=\"_blank\" href=\"https://laohu8.com/S/02391\">$涂鸦智能(02391)$</a>上市首日高开1.35%,发行价19.3港元/股。海外市场因独立日假期美股7月4日(周一)休市一天美股休市,纽约黄金和原油期货无收盘报价。欧洲主要股指收盘涨跌不一,德国DAX30指数跌0.23%,英国富时100指数涨0.89%,法国CAC40指数涨0.4%,欧洲斯托克50指数涨0.16%。国际原油期货结算价涨超1%,布伦特9月原油期货收涨1.87美元,涨幅1.68%,报113.50美元/桶。欧洲天然气价格一度大涨逾10%,升至近四个月来最高","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7月5日讯,隔夜美股休市,欧股涨跌不一。港股高开,恒指涨1.02%,国指涨1.24%,恒生科技指数涨1.54%。盘面上,大型科技股普涨,$阿里巴巴(09988)$涨约3%,美团、快手、$百度(09888)$、小米、$京东(09618)$均涨超1%;有色金属股、燃气股、体育用品股、汽车产业链股纷纷上涨,上半年净利预增翻倍,$金力永磁(300748)$高开近6%表现较佳,昨日全天萎靡的餐饮股、教育股部分走高。另一方面,昨日大涨的生物医药股走势分化,旅游及影视股下跌明显。$涂鸦智能(02391)$上市首日高开1.35%,发行价19.3港元/股。海外市场因独立日假期美股7月4日(周一)休市一天美股休市,纽约黄金和原油期货无收盘报价。欧洲主要股指收盘涨跌不一,德国DAX30指数跌0.23%,英国富时100指数涨0.89%,法国CAC40指数涨0.4%,欧洲斯托克50指数涨0.16%。国际原油期货结算价涨超1%,布伦特9月原油期货收涨1.87美元,涨幅1.68%,报113.50美元/桶。欧洲天然气价格一度大涨逾10%,升至近四个月来最高","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681649893","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688349622,"gmtCreate":1657457895171,"gmtModify":1704867344645,"author":{"id":"4094305397134900","authorId":"4094305397134900","name":"angeldevil","avatar":"https://static.tigerbbs.com/518b20b4f0de3e48e69adb09f2650815","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094305397134900","authorIdStr":"4094305397134900"},"themes":[],"htmlText":"[Miser] ","listText":"[Miser] ","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688349622","repostId":"681242226","repostType":1,"repost":{"id":681242226,"gmtCreate":1657029797042,"gmtModify":1704866325169,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"半导体到底了吗?又有大资金埋伏推特了!","htmlText":"上周五我愿称之为奇迹。在芯片板块集体暴跌的情况情况下,三大指数还能良好收涨,只能说国庆节的魅力实在太大了,CPU烧坏了服务器冒烟了的情况下硬是放出了烟花。<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>不过很显然奇迹只能维持住一天,今天就没有那么幸运了,因为欧洲板块全线崩盘了:欧元崩了,欧股也崩了,而领跌股毫无意外依然是半导体<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>好消息是每当ASML大跌7%以上没多久股市就快要见底了,但坏消息是谁也说不准这一规律能否每次都生效。如果是前者那芯片股离抄底也就不远了。今天又翻到几只异动股:虽然今天这个行情不适合推荐call,但实事求是,大单押注就是押注了,也不能说今天市场不好上周的钱就白花了。尤其是对于<a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> 这种有内幕的股票,如图所示,594万美元押注2023年1月20日到期,行权价为50的call。910万美元押注2023年1月20日到期45美元的call。因为下单时间相同,所以有两个方向的可能性。1是马斯克将要进一步公布收购进度,大单押注买入;2是马斯克在今年内都不会宣布收购进度,但也不会宣布放弃收购,完全将此事放置一边。结合当今金融市场状况,2概率会更大,即马斯克拖延收购,但问题在于下半年市场好转,推特股价未必不会上涨。我个人偏向1,更偏向看涨投机。有进展也不代表收购明确确定,有可能就是放","listText":"上周五我愿称之为奇迹。在芯片板块集体暴跌的情况情况下,三大指数还能良好收涨,只能说国庆节的魅力实在太大了,CPU烧坏了服务器冒烟了的情况下硬是放出了烟花。<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>不过很显然奇迹只能维持住一天,今天就没有那么幸运了,因为欧洲板块全线崩盘了:欧元崩了,欧股也崩了,而领跌股毫无意外依然是半导体<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>好消息是每当ASML大跌7%以上没多久股市就快要见底了,但坏消息是谁也说不准这一规律能否每次都生效。如果是前者那芯片股离抄底也就不远了。今天又翻到几只异动股:虽然今天这个行情不适合推荐call,但实事求是,大单押注就是押注了,也不能说今天市场不好上周的钱就白花了。尤其是对于<a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> 这种有内幕的股票,如图所示,594万美元押注2023年1月20日到期,行权价为50的call。910万美元押注2023年1月20日到期45美元的call。因为下单时间相同,所以有两个方向的可能性。1是马斯克将要进一步公布收购进度,大单押注买入;2是马斯克在今年内都不会宣布收购进度,但也不会宣布放弃收购,完全将此事放置一边。结合当今金融市场状况,2概率会更大,即马斯克拖延收购,但问题在于下半年市场好转,推特股价未必不会上涨。我个人偏向1,更偏向看涨投机。有进展也不代表收购明确确定,有可能就是放","text":"上周五我愿称之为奇迹。在芯片板块集体暴跌的情况情况下,三大指数还能良好收涨,只能说国庆节的魅力实在太大了,CPU烧坏了服务器冒烟了的情况下硬是放出了烟花。$英伟达(NVDA)$ $美国超微公司(AMD)$不过很显然奇迹只能维持住一天,今天就没有那么幸运了,因为欧洲板块全线崩盘了:欧元崩了,欧股也崩了,而领跌股毫无意外依然是半导体$阿斯麦(ASML)$好消息是每当ASML大跌7%以上没多久股市就快要见底了,但坏消息是谁也说不准这一规律能否每次都生效。如果是前者那芯片股离抄底也就不远了。今天又翻到几只异动股:虽然今天这个行情不适合推荐call,但实事求是,大单押注就是押注了,也不能说今天市场不好上周的钱就白花了。尤其是对于$Twitter(TWTR)$ 这种有内幕的股票,如图所示,594万美元押注2023年1月20日到期,行权价为50的call。910万美元押注2023年1月20日到期45美元的call。因为下单时间相同,所以有两个方向的可能性。1是马斯克将要进一步公布收购进度,大单押注买入;2是马斯克在今年内都不会宣布收购进度,但也不会宣布放弃收购,完全将此事放置一边。结合当今金融市场状况,2概率会更大,即马斯克拖延收购,但问题在于下半年市场好转,推特股价未必不会上涨。我个人偏向1,更偏向看涨投机。有进展也不代表收购明确确定,有可能就是放","images":[{"img":"https://static.tigerbbs.com/3679e30ebc8ddb3f907f3a92ff24eefd","width":"1122","height":"1594"},{"img":"https://static.tigerbbs.com/9b2c9d78ea0580ea46de1d2b6b946d4d","width":"1170","height":"538"},{"img":"https://static.tigerbbs.com/d67753b441b279b58f51240ac95a11da","width":"1066","height":"617"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681242226","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688320598,"gmtCreate":1657426355317,"gmtModify":1704867308941,"author":{"id":"4094305397134900","authorId":"4094305397134900","name":"angeldevil","avatar":"https://static.tigerbbs.com/518b20b4f0de3e48e69adb09f2650815","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4094305397134900","authorIdStr":"4094305397134900"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688320598","repostId":"688362827","repostType":1,"repost":{"id":688362827,"gmtCreate":1657420621671,"gmtModify":1704867301597,"author":{"id":"3557188805155421","authorId":"3557188805155421","name":"嗨牛财经","avatar":"https://static.tigerbbs.com/e89749dbb1c0698a1b4c6ab8853b3180","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557188805155421","authorIdStr":"3557188805155421"},"themes":[],"title":"瞄准休闲食品大赛道,徐福记的新视野","htmlText":"在童年的记忆里,相信每一代人都会有属于自己时代的小零食。80后的小冰棍、90后的辣条、00后的奶酪棒等,如今零食更是琳琅满目。这类休闲食品的迭代在国经济的高速发展的历程里,呈现出多元化、场景化以及互动化的特点。从行业看,休闲食品产业从原来以简单补充饮食需求为核心的粗放经营时代,进阶至贴合消费者物质消费,以及精神愉悦全方位需求,共同实现自身社会价值的新时代。根据Frost& Sullivan统计,2020年中国休闲食品产业市场规模约1.29万亿元,同比增长12.43%。预计2021年,我国休闲食品行业市场规模将超过1.4万亿元,行业市场继续保持平稳增长。休闲食品行业规模庞大,并保持平稳的增长。而在企业层面,也在多样化、多场景、高品质以及高频次的消费诉求的驱动下,重新调整经营和发展战略,在产品、渠道、营销等方面进行迭代和创新,构建适合企业自身发展的生态图谱。今年是徐福记成立30周年。30年的发展,徐福记早已成为了家喻户晓的国民经典零食品牌。这期间,徐福记持续进化,包括生产数字化转型、品牌年轻化、产品健康化等一系列升级,不断满足消费者需求,持续提高品牌活力,在这亿万休闲食品市场中掘金。 中国休闲食品市场的发展,表现出从存量到增量,从增量再到存量的周期性循环规律。过去,零食可能更多是孩子的专属,或者是由于春节等节日的需要而购买,零食的需求并未真正地释放。同时,从零食的属性看,受限于供给方主导,注重满足口味需求而忽略营养和健康,进一步限制零食市场发展。随着95后、00后等新世代消费群体崛起,曾经的那一批小孩已经成人并步入社会,并成为消费的主导力量,年轻人的零食消费习惯已经养成,消费场景也不局限于特定节日,而是日常化,这为休闲食品市场带来增量。而为满足新的消费需求,供给端也有了新的变化,休闲食品呈现多样化趋势,有人描述为“万物皆可零食化”,连用在美妆领域的玻尿酸也可以","listText":"在童年的记忆里,相信每一代人都会有属于自己时代的小零食。80后的小冰棍、90后的辣条、00后的奶酪棒等,如今零食更是琳琅满目。这类休闲食品的迭代在国经济的高速发展的历程里,呈现出多元化、场景化以及互动化的特点。从行业看,休闲食品产业从原来以简单补充饮食需求为核心的粗放经营时代,进阶至贴合消费者物质消费,以及精神愉悦全方位需求,共同实现自身社会价值的新时代。根据Frost& 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multiple仅为特斯拉2022年earning的54x(如我们一直有分享,特斯拉是一直处于行业领导地位、年度增长为40%及以上且无负债、今年有180亿美金现金的创新型科技公司),离高盛、摩根大通、UBS、Wedbush等华尔街大行的1000美金及以上的目标价还有30%的上涨空间,所以我们和我们的投资人选择了加仓的投资策略,因为正如公司所说,拆股会:1)让特斯拉的员工更灵活地管理特斯拉的股票资产;2)让散户更能买得起特斯拉的股票;因此一般大型公司拆股会在短期刺激公司股价上涨,比如特斯拉在2020年申请了1:5拆股的当月股价就上涨了80%。当然大家问的最多的是,这次是否也是这样?我想,答案是:短期内,是会上涨的。但是否会有80%的上涨,得看具体宏观经济的情况(见我们今年每周的分析,尤其是最近的2篇分析):1. 美国通胀并没有见顶:周五10号的美国CPI数据可以说是吓坏了市场,当几乎大部分经济学家和投资人都认为美国通胀已经见顶的时候,周五10号出炉的数据直接推翻了这样的说法,数据告诉我们,我们一直采用的哈佛大学经济学教授、前美国财政部长Larry Summers及剑桥大学Queens College院长兼Allianz顾问Mohamed El-Erian关于通胀的论文和观点更加符合目前通胀数据事实,而Fed美联储一直是benhind the curve。这在周五市场大跌、美国国债收益率极具上升及2Y和10年国债收益率倒挂就可以看到市场对经济recession的担","listText":"美东时间6月10日周五美股盘后交易开始时,特斯拉向SEC提交了Proxy 14A,申请1:3拆股-这是本月继谷歌和亚马逊拆股以来又一大大型科技股拆股。受此特斯拉投资者长期以来期待的拆股好消息的落地,特斯拉股价在盘后交易期间上涨了1.91%。因为特斯拉当天696.96-713美金/股的股价已经非常reasonable, multiple仅为特斯拉2022年earning的54x(如我们一直有分享,特斯拉是一直处于行业领导地位、年度增长为40%及以上且无负债、今年有180亿美金现金的创新型科技公司),离高盛、摩根大通、UBS、Wedbush等华尔街大行的1000美金及以上的目标价还有30%的上涨空间,所以我们和我们的投资人选择了加仓的投资策略,因为正如公司所说,拆股会:1)让特斯拉的员工更灵活地管理特斯拉的股票资产;2)让散户更能买得起特斯拉的股票;因此一般大型公司拆股会在短期刺激公司股价上涨,比如特斯拉在2020年申请了1:5拆股的当月股价就上涨了80%。当然大家问的最多的是,这次是否也是这样?我想,答案是:短期内,是会上涨的。但是否会有80%的上涨,得看具体宏观经济的情况(见我们今年每周的分析,尤其是最近的2篇分析):1. 美国通胀并没有见顶:周五10号的美国CPI数据可以说是吓坏了市场,当几乎大部分经济学家和投资人都认为美国通胀已经见顶的时候,周五10号出炉的数据直接推翻了这样的说法,数据告诉我们,我们一直采用的哈佛大学经济学教授、前美国财政部长Larry Summers及剑桥大学Queens College院长兼Allianz顾问Mohamed El-Erian关于通胀的论文和观点更加符合目前通胀数据事实,而Fed美联储一直是benhind the curve。这在周五市场大跌、美国国债收益率极具上升及2Y和10年国债收益率倒挂就可以看到市场对经济recession的担","text":"美东时间6月10日周五美股盘后交易开始时,特斯拉向SEC提交了Proxy 14A,申请1:3拆股-这是本月继谷歌和亚马逊拆股以来又一大大型科技股拆股。受此特斯拉投资者长期以来期待的拆股好消息的落地,特斯拉股价在盘后交易期间上涨了1.91%。因为特斯拉当天696.96-713美金/股的股价已经非常reasonable, multiple仅为特斯拉2022年earning的54x(如我们一直有分享,特斯拉是一直处于行业领导地位、年度增长为40%及以上且无负债、今年有180亿美金现金的创新型科技公司),离高盛、摩根大通、UBS、Wedbush等华尔街大行的1000美金及以上的目标价还有30%的上涨空间,所以我们和我们的投资人选择了加仓的投资策略,因为正如公司所说,拆股会:1)让特斯拉的员工更灵活地管理特斯拉的股票资产;2)让散户更能买得起特斯拉的股票;因此一般大型公司拆股会在短期刺激公司股价上涨,比如特斯拉在2020年申请了1:5拆股的当月股价就上涨了80%。当然大家问的最多的是,这次是否也是这样?我想,答案是:短期内,是会上涨的。但是否会有80%的上涨,得看具体宏观经济的情况(见我们今年每周的分析,尤其是最近的2篇分析):1. 美国通胀并没有见顶:周五10号的美国CPI数据可以说是吓坏了市场,当几乎大部分经济学家和投资人都认为美国通胀已经见顶的时候,周五10号出炉的数据直接推翻了这样的说法,数据告诉我们,我们一直采用的哈佛大学经济学教授、前美国财政部长Larry Summers及剑桥大学Queens College院长兼Allianz顾问Mohamed El-Erian关于通胀的论文和观点更加符合目前通胀数据事实,而Fed美联储一直是benhind the 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