yeoldCK的个人主页 - 老虎社区

yeoldCK

yeoldCK

暂无个人介绍

IP属地：未知

90关注

6粉丝

0主题

0勋章

2022-01-31

$BYD ELECTRONIC(00285)$ long road up

2021-12-12

Agree with only two of the choices, Unity Software and Nvivda, but strongly disagree with the remaining.

抱歉，原内容已删除

2022-01-15

Beneath all the hype, Microsoft appears to be another IBM in the making and whether it will cross this chasm?

Microsoft Likely to Be a Metaverse 'Winner,' Bernstein Says<blockquote>Bernstein表示，微软可能成为虚拟宇宙的“赢家”</blockquote>

2022-01-05

Many aspects of EV has improved and the weakest link seems to be with the battery technology - a new revolution is required!

抱歉，原内容已删除

2021-12-10

With more competition and less innovation, investors must avoid the subjective feel for a repeat of the enormous price jump (from what seems to be high at 200 and 460). Take risk only if you have an objective exit strategy.

抱歉，原内容已删除

2021-11-08

I am keeping clear of this stock. Re-branding amidst significant charges is a red flag for risk management .

抱歉，原内容已删除

2021-12-12

Seems like a good investment, provided these 2 companies survives the next 14 years and doing well.

抱歉，原内容已删除

2021-11-18

Meta platform is facebook and is different from metaverse. Check out the good potentials in this nicely written artucle.

抱歉，原内容已删除

2022-02-09

$Apple(AAPL)$ ex-Div on Feb 4

2021-12-12

Inflation is here and kind of hard to chase it away.

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4097210190079890","uuid":"4097210190079890","gmtCreate":1634268543434,"gmtModify":1636521474839,"name":"yeoldCK","pinyin":"yeoldck","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":6,"headSize":90,"tweetSize":116,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":636940850,"gmtCreate":1645655174272,"gmtModify":1645655174415,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636940850","repostId":"631246660","repostType":1,"repost":{"id":631246660,"gmtCreate":1644808517405,"gmtModify":1644882057749,"author":{"id":"3572034257249930","authorId":"3572034257249930","name":"SCLOW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572034257249930","authorIdStr":"3572034257249930"},"themes":[],"title":"Russo-Ukrainian crisis","htmlText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","listText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","text":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631246660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636940112,"gmtCreate":1645655118605,"gmtModify":1645655118814,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636940112","repostId":"638886435","repostType":1,"repost":{"id":638886435,"gmtCreate":1645175026495,"gmtModify":1645180736938,"author":{"id":"3519157433193136","authorId":"3519157433193136","name":"美港股观察社","avatar":"https://static.tigerbbs.com/cfcc85fddcd77379cda6138d51be4c17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519157433193136","authorIdStr":"3519157433193136"},"themes":[],"title":"美团暴跌究竟怎么回事？","htmlText":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","listText":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","text":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","images":[{"img":"https://static.tigerbbs.com/4d714575f15cf90da11453a3f000aaf2"},{"img":"https://static.tigerbbs.com/44d13093455b37131f14dacc679e642a"},{"img":"https://static.tigerbbs.com/8b52b3e91885e0c0566fb1d7c30ec3e7"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638886435","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636940925,"gmtCreate":1645655018859,"gmtModify":1645655018959,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"This seems to have caused prices to slide","listText":"This seems to have caused prices to slide","text":"This seems to have caused prices to slide","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636940925","repostId":"631452999","repostType":1,"repost":{"id":631452999,"gmtCreate":1644903711897,"gmtModify":1644913768754,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"拜登：普京已作出开战决定！俄乌战争会爆发吗？","htmlText":"近日，据美国媒体报道： 拜登已告诉欧洲盟友“普京已经作出开战决定”。并表示，俄罗斯“入侵”乌克兰的日期是2月16日。 2月16日，就是明天。 而乌克兰方面已经批准了“首都撤离计划”，以防范可能出现的军事危机。 同时，包括美国、英国、日本、新加坡等超过10国的外交部： 呼吁公民尽快离开乌克兰。 但中国外交部目前并未跟进，仅表示： 在乌克兰的公民要增强安全防范意识，同时呼吁各方不做刺激局势紧张、炒作渲染危机的事情。 同时，俄罗斯外交部再次重生： 没有与乌克兰发生战争的意图，但自身利益不可以被忽视。 总的来说，目前的态势如下： 俄罗斯和乌克兰，表示：不希望发生战争，但是双方均在边境部署了不少军队； 英国和美国，表示：俄罗斯马上就会入侵乌克兰； 法国、德国等欧盟国家，表示：不希望发生战争，同时表示十分担忧，并向俄罗斯发出严厉警告。 中国，表示：呼吁各方冷静，不做刺激局势紧张的事情。 最后，由于紧张的局势，已经导致石油、天然气等价格创出了近期新高；另一方面，G7集团发表了最新联合声明：准备对俄罗斯事实新一轮大规模经济制裁。 俄罗斯回应称： 俄罗斯与美国的关系正处于“躺在地板上的状态”。 ...&nbsp;... 最后，大家聊一聊： 你如何看待俄罗斯和乌克兰之间紧张的局势？会爆发战争吗？ 石油、天然气是否还会继续上涨？ 精彩留言用户可获得888社区积分噢！ <a target=\"_blank\" href=\"https://laohu8.com/FUT/QMmain\">$小原油主连 2203(QMmain)$</a> <a target=\"_blank\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2203(CLmain)$</a>","listText":"近日，据美国媒体报道： 拜登已告诉欧洲盟友“普京已经作出开战决定”。并表示，俄罗斯“入侵”乌克兰的日期是2月16日。 2月16日，就是明天。 而乌克兰方面已经批准了“首都撤离计划”，以防范可能出现的军事危机。 同时，包括美国、英国、日本、新加坡等超过10国的外交部： 呼吁公民尽快离开乌克兰。 但中国外交部目前并未跟进，仅表示： 在乌克兰的公民要增强安全防范意识，同时呼吁各方不做刺激局势紧张、炒作渲染危机的事情。 同时，俄罗斯外交部再次重生： 没有与乌克兰发生战争的意图，但自身利益不可以被忽视。 总的来说，目前的态势如下： 俄罗斯和乌克兰，表示：不希望发生战争，但是双方均在边境部署了不少军队； 英国和美国，表示：俄罗斯马上就会入侵乌克兰； 法国、德国等欧盟国家，表示：不希望发生战争，同时表示十分担忧，并向俄罗斯发出严厉警告。 中国，表示：呼吁各方冷静，不做刺激局势紧张的事情。 最后，由于紧张的局势，已经导致石油、天然气等价格创出了近期新高；另一方面，G7集团发表了最新联合声明：准备对俄罗斯事实新一轮大规模经济制裁。 俄罗斯回应称： 俄罗斯与美国的关系正处于“躺在地板上的状态”。 ...&nbsp;... 最后，大家聊一聊： 你如何看待俄罗斯和乌克兰之间紧张的局势？会爆发战争吗？ 石油、天然气是否还会继续上涨？ 精彩留言用户可获得888社区积分噢！ <a target=\"_blank\" href=\"https://laohu8.com/FUT/QMmain\">$小原油主连 2203(QMmain)$</a> <a target=\"_blank\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2203(CLmain)$</a>","text":"近日，据美国媒体报道： 拜登已告诉欧洲盟友“普京已经作出开战决定”。并表示，俄罗斯“入侵”乌克兰的日期是2月16日。 2月16日，就是明天。 而乌克兰方面已经批准了“首都撤离计划”，以防范可能出现的军事危机。 同时，包括美国、英国、日本、新加坡等超过10国的外交部： 呼吁公民尽快离开乌克兰。 但中国外交部目前并未跟进，仅表示： 在乌克兰的公民要增强安全防范意识，同时呼吁各方不做刺激局势紧张、炒作渲染危机的事情。 同时，俄罗斯外交部再次重生： 没有与乌克兰发生战争的意图，但自身利益不可以被忽视。 总的来说，目前的态势如下： 俄罗斯和乌克兰，表示：不希望发生战争，但是双方均在边境部署了不少军队； 英国和美国，表示：俄罗斯马上就会入侵乌克兰； 法国、德国等欧盟国家，表示：不希望发生战争，同时表示十分担忧，并向俄罗斯发出严厉警告。 中国，表示：呼吁各方冷静，不做刺激局势紧张的事情。 最后，由于紧张的局势，已经导致石油、天然气等价格创出了近期新高；另一方面，G7集团发表了最新联合声明：准备对俄罗斯事实新一轮大规模经济制裁。 俄罗斯回应称： 俄罗斯与美国的关系正处于“躺在地板上的状态”。 ... ... 最后，大家聊一聊： 你如何看待俄罗斯和乌克兰之间紧张的局势？会爆发战争吗？ 石油、天然气是否还会继续上涨？ 精彩留言用户可获得888社区积分噢！ $小原油主连 2203(QMmain)$ $WTI原油主连 2203(CLmain)$","images":[{"img":"https://static.tigerbbs.com/d2592a95b50008951363567edfbf83ec","width":"540","height":"362"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631452999","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636957706,"gmtCreate":1645654779656,"gmtModify":1645654779763,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMAR\">$Smartsheet(SMAR)$</a>&nbsp;down 10% in a single day","listText":"<a href=\"https://laohu8.com/S/SMAR\">$Smartsheet(SMAR)$</a>&nbsp;down 10% in a single day","text":"$Smartsheet(SMAR)$ down 10% in a single day","images":[{"img":"https://static.tigerbbs.com/4d5f20f868e639afaa707329f7de7ee8","width":"1080","height":"2450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636957706","isVote":1,"tweetType":1,"viewCount":3226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636096674,"gmtCreate":1645575961690,"gmtModify":1645575961798,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;need to determine if it is likely to slude further","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;need to determine if it is likely to slude further","text":"$Apple(AAPL)$ need to determine if it is likely to slude further","images":[{"img":"https://static.tigerbbs.com/c1303200b918597555d503bc750bc6f2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636096674","isVote":1,"tweetType":1,"viewCount":3142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636096120,"gmtCreate":1645575883779,"gmtModify":1645575883946,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;need to watch if it is going to slide further.&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;need to watch if it is going to slide further.&nbsp;","text":"$Apple(AAPL)$ need to watch if it is going to slide further.","images":[{"img":"https://static.tigerbbs.com/bce528de9a7d38bf0298ab6efeb4246f","width":"1080","height":"2450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636096120","isVote":1,"tweetType":1,"viewCount":2953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636098686,"gmtCreate":1645575501715,"gmtModify":1645575501827,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636098686","repostId":"638737512","repostType":1,"repost":{"id":638737512,"gmtCreate":1645524109105,"gmtModify":1645563895607,"author":{"id":"3579010775910179","authorId":"3579010775910179","name":"晓彤有财","avatar":"https://static.tigerbbs.com/4d3a19687de3df782c8485b6433fc371","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579010775910179","authorIdStr":"3579010775910179"},"themes":[],"title":"比亚迪代工特斯拉4680电池——比亚迪的优势和风险","htmlText":"<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>为什么特斯拉找4680电池代工 就选择了比亚迪呢？比亚迪的市值还能有多少空间？今天就以比亚迪为例告诉你们，到底怎么看一家公司的优势和风险点！首先为什么选择比亚迪？因为比亚迪做4680电池真的就是成本最低的！这也是为什么特斯拉一月份交付量下滑的原因，可以确定的是后面交付的modek3/Y都会有比亚迪代工的4680电池出现，产能大概有15-20GWH。然后，我们再来说怎么看比亚迪的优势和风险点？看财报吗？不！财报是过去式，相反你只信财报可能会让你踩到大坑！投资记得是站在当下看未来，那我们先说优势，有人说比亚迪的三电技术，还有人说比亚迪的制造能力，然而我还是那句话，你无论单拿出哪一项软件技术也好还是硬件的制造能力，都是不足以成为一家企业的竞争壁垒！底层逻辑就是任何一项技术只要它出现了又被证明有市场，有利润空间，或者说对其他竞争对手而言，存在威胁了，那么就会有大量的资本涌进来，通过或学习或引进人才或直接收购某一家公司的手段，从而达到对该项技术的突破。我知道你们肯定会想到芯片，为什么我们突破起来好难哦……？那我问你们，是什么原因导致了我们的芯片落于人后？根本原因还是在于我们之前没有意识到芯片的重要性，对吗？而且芯片事业属于一个产业升级得问题，前几年我们还正处于解决温饱的问题呢，换句话说，对于整个国家而言，我们是没钱的呀！好了，那对于和我一样都真金白银的支持了比亚迪的小伙伴而言，我们再问自己一遍，比亚迪到底有什么让别人现在替代不了它，而且在未来也会处于绝对优势地位的东西呢？我的答案，一共有三点：第一个，全产业链发展。我之前就说过比亚迪做电池比宁德时代做电池有优势的地方就在于它还销售整车，能在第一时间掌握到大量的交通数据和客户体验，但宁德时代就只能通过车企的间接反馈，由此及比，链","listText":"<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>为什么特斯拉找4680电池代工 就选择了比亚迪呢？比亚迪的市值还能有多少空间？今天就以比亚迪为例告诉你们，到底怎么看一家公司的优势和风险点！首先为什么选择比亚迪？因为比亚迪做4680电池真的就是成本最低的！这也是为什么特斯拉一月份交付量下滑的原因，可以确定的是后面交付的modek3/Y都会有比亚迪代工的4680电池出现，产能大概有15-20GWH。然后，我们再来说怎么看比亚迪的优势和风险点？看财报吗？不！财报是过去式，相反你只信财报可能会让你踩到大坑！投资记得是站在当下看未来，那我们先说优势，有人说比亚迪的三电技术，还有人说比亚迪的制造能力，然而我还是那句话，你无论单拿出哪一项软件技术也好还是硬件的制造能力，都是不足以成为一家企业的竞争壁垒！底层逻辑就是任何一项技术只要它出现了又被证明有市场，有利润空间，或者说对其他竞争对手而言，存在威胁了，那么就会有大量的资本涌进来，通过或学习或引进人才或直接收购某一家公司的手段，从而达到对该项技术的突破。我知道你们肯定会想到芯片，为什么我们突破起来好难哦……？那我问你们，是什么原因导致了我们的芯片落于人后？根本原因还是在于我们之前没有意识到芯片的重要性，对吗？而且芯片事业属于一个产业升级得问题，前几年我们还正处于解决温饱的问题呢，换句话说，对于整个国家而言，我们是没钱的呀！好了，那对于和我一样都真金白银的支持了比亚迪的小伙伴而言，我们再问自己一遍，比亚迪到底有什么让别人现在替代不了它，而且在未来也会处于绝对优势地位的东西呢？我的答案，一共有三点：第一个，全产业链发展。我之前就说过比亚迪做电池比宁德时代做电池有优势的地方就在于它还销售整车，能在第一时间掌握到大量的交通数据和客户体验，但宁德时代就只能通过车企的间接反馈，由此及比，链","text":"$比亚迪(002594)$为什么特斯拉找4680电池代工 就选择了比亚迪呢？比亚迪的市值还能有多少空间？今天就以比亚迪为例告诉你们，到底怎么看一家公司的优势和风险点！首先为什么选择比亚迪？因为比亚迪做4680电池真的就是成本最低的！这也是为什么特斯拉一月份交付量下滑的原因，可以确定的是后面交付的modek3/Y都会有比亚迪代工的4680电池出现，产能大概有15-20GWH。然后，我们再来说怎么看比亚迪的优势和风险点？看财报吗？不！财报是过去式，相反你只信财报可能会让你踩到大坑！投资记得是站在当下看未来，那我们先说优势，有人说比亚迪的三电技术，还有人说比亚迪的制造能力，然而我还是那句话，你无论单拿出哪一项软件技术也好还是硬件的制造能力，都是不足以成为一家企业的竞争壁垒！底层逻辑就是任何一项技术只要它出现了又被证明有市场，有利润空间，或者说对其他竞争对手而言，存在威胁了，那么就会有大量的资本涌进来，通过或学习或引进人才或直接收购某一家公司的手段，从而达到对该项技术的突破。我知道你们肯定会想到芯片，为什么我们突破起来好难哦……？那我问你们，是什么原因导致了我们的芯片落于人后？根本原因还是在于我们之前没有意识到芯片的重要性，对吗？而且芯片事业属于一个产业升级得问题，前几年我们还正处于解决温饱的问题呢，换句话说，对于整个国家而言，我们是没钱的呀！好了，那对于和我一样都真金白银的支持了比亚迪的小伙伴而言，我们再问自己一遍，比亚迪到底有什么让别人现在替代不了它，而且在未来也会处于绝对优势地位的东西呢？我的答案，一共有三点：第一个，全产业链发展。我之前就说过比亚迪做电池比宁德时代做电池有优势的地方就在于它还销售整车，能在第一时间掌握到大量的交通数据和客户体验，但宁德时代就只能通过车企的间接反馈，由此及比，链","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638737512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638743355,"gmtCreate":1645542925197,"gmtModify":1645542925302,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01211\">$BYD COMPANY(01211)$</a>&nbsp;likely to begin a downtrend.&nbsp;","listText":"<a href=\"https://laohu8.com/S/01211\">$BYD COMPANY(01211)$</a>&nbsp;likely to begin a downtrend.&nbsp;","text":"$BYD COMPANY(01211)$ likely to begin a downtrend.","images":[{"img":"https://static.tigerbbs.com/481ae5837ab4f4e91c0d262230178178","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638743355","isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638743926,"gmtCreate":1645542816079,"gmtModify":1645542816273,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638743926","repostId":"638654690","repostType":1,"repost":{"id":638654690,"gmtCreate":1645267091286,"gmtModify":1744960790619,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"themes":[],"title":"【我的每周计划】2022年第7周——要对冲的不仅是风险","htmlText":"俄乌冲突无疑是主导这周行情的主旋律，星期一的时候说快要打了快要打了，标普500大盘一下子就跌了近2个点，周二周三又说俄国人要撤了，大盘噌噌噌地往上窜了三四个点，到了周四周五，又有反转，说俄国人的进攻迫在眉睫了，大盘于是又砰地跌落几个点，最终全周以下跌近2%收场。对于俄乌局势，在前两周的文章《<a href=\"https://www.laohu8.com/post/639715638\" target=\"_blank\">2022年第4周 - 静等幸福的闪电&nbsp;</a>》里我做出了我的判断：这是一个极限施压想“不战而屈人之兵”的戏码，但双方不会大打出手。但是乌克兰并非格鲁吉亚那样的软柿子，它是欧洲除了俄罗斯以外国土面积最大的国家，双方要是真的动起手来，那不会是一场很快能结束的血腥冲突，两国将不得不考虑在政治、经济、军事方面所需要付出的沉重代价，我们假设双方的领导层都是理性的话，那么闹一阵后重新回到谈判桌上是一个大概率的事件。我不是什么国际问题专家，这些观点不完全是我自己一个人瞎琢磨出来。我主要是参考了得到APP上徐弃郁老师的观点和论述，他是原国防大学战略研究所副所长，有一线信息来源的国际问题专家。有兴趣的虎友可以参考他《全球智库报告解读》课程中的第2期《看清一场地缘战略博弈：俄罗斯与乌克兰真会开战吗？》，单看一期文章是免费的。来源：得到APP资本市场厌恶不确定性，靴子举在半空的时候是让人最焦虑的。哪天真的打起来了市场情绪说不定反而稳了，俄罗斯和乌克兰的经济就其体量而言对美股的影响并不大。当下，我们只能在当下一惊一乍的市场情绪中寻找各自理解的确定性。标普500中77%的公司公布了击败预期的每股盈利尽管股价这段时间一直在跌，但是根据已经发布业绩财报的标普500公司中，77%的公司公布了击败预期的EPS（每股盈利），78%的公司公布了击败预期的营业额。简单地说，美股的基本面还是","listText":"俄乌冲突无疑是主导这周行情的主旋律，星期一的时候说快要打了快要打了，标普500大盘一下子就跌了近2个点，周二周三又说俄国人要撤了，大盘噌噌噌地往上窜了三四个点，到了周四周五，又有反转，说俄国人的进攻迫在眉睫了，大盘于是又砰地跌落几个点，最终全周以下跌近2%收场。对于俄乌局势，在前两周的文章《<a href=\"https://www.laohu8.com/post/639715638\" target=\"_blank\">2022年第4周 - 静等幸福的闪电&nbsp;</a>》里我做出了我的判断：这是一个极限施压想“不战而屈人之兵”的戏码，但双方不会大打出手。但是乌克兰并非格鲁吉亚那样的软柿子，它是欧洲除了俄罗斯以外国土面积最大的国家，双方要是真的动起手来，那不会是一场很快能结束的血腥冲突，两国将不得不考虑在政治、经济、军事方面所需要付出的沉重代价，我们假设双方的领导层都是理性的话，那么闹一阵后重新回到谈判桌上是一个大概率的事件。我不是什么国际问题专家，这些观点不完全是我自己一个人瞎琢磨出来。我主要是参考了得到APP上徐弃郁老师的观点和论述，他是原国防大学战略研究所副所长，有一线信息来源的国际问题专家。有兴趣的虎友可以参考他《全球智库报告解读》课程中的第2期《看清一场地缘战略博弈：俄罗斯与乌克兰真会开战吗？》，单看一期文章是免费的。来源：得到APP资本市场厌恶不确定性，靴子举在半空的时候是让人最焦虑的。哪天真的打起来了市场情绪说不定反而稳了，俄罗斯和乌克兰的经济就其体量而言对美股的影响并不大。当下，我们只能在当下一惊一乍的市场情绪中寻找各自理解的确定性。标普500中77%的公司公布了击败预期的每股盈利尽管股价这段时间一直在跌，但是根据已经发布业绩财报的标普500公司中，77%的公司公布了击败预期的EPS（每股盈利），78%的公司公布了击败预期的营业额。简单地说，美股的基本面还是","text":"俄乌冲突无疑是主导这周行情的主旋律，星期一的时候说快要打了快要打了，标普500大盘一下子就跌了近2个点，周二周三又说俄国人要撤了，大盘噌噌噌地往上窜了三四个点，到了周四周五，又有反转，说俄国人的进攻迫在眉睫了，大盘于是又砰地跌落几个点，最终全周以下跌近2%收场。对于俄乌局势，在前两周的文章《2022年第4周 - 静等幸福的闪电 》里我做出了我的判断：这是一个极限施压想“不战而屈人之兵”的戏码，但双方不会大打出手。但是乌克兰并非格鲁吉亚那样的软柿子，它是欧洲除了俄罗斯以外国土面积最大的国家，双方要是真的动起手来，那不会是一场很快能结束的血腥冲突，两国将不得不考虑在政治、经济、军事方面所需要付出的沉重代价，我们假设双方的领导层都是理性的话，那么闹一阵后重新回到谈判桌上是一个大概率的事件。我不是什么国际问题专家，这些观点不完全是我自己一个人瞎琢磨出来。我主要是参考了得到APP上徐弃郁老师的观点和论述，他是原国防大学战略研究所副所长，有一线信息来源的国际问题专家。有兴趣的虎友可以参考他《全球智库报告解读》课程中的第2期《看清一场地缘战略博弈：俄罗斯与乌克兰真会开战吗？》，单看一期文章是免费的。来源：得到APP资本市场厌恶不确定性，靴子举在半空的时候是让人最焦虑的。哪天真的打起来了市场情绪说不定反而稳了，俄罗斯和乌克兰的经济就其体量而言对美股的影响并不大。当下，我们只能在当下一惊一乍的市场情绪中寻找各自理解的确定性。标普500中77%的公司公布了击败预期的每股盈利尽管股价这段时间一直在跌，但是根据已经发布业绩财报的标普500公司中，77%的公司公布了击败预期的EPS（每股盈利），78%的公司公布了击败预期的营业额。简单地说，美股的基本面还是","images":[{"img":"https://static.tigerbbs.com/d70b21f0b7ceb29cd4e0d89a89d26e39","width":"1153","height":"867"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638654690","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638293184,"gmtCreate":1645320653873,"gmtModify":1645320654082,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00285\">$BYD ELECTRONIC(00285)$</a>still in losss","listText":"<a href=\"https://laohu8.com/S/00285\">$BYD ELECTRONIC(00285)$</a>still in losss","text":"$BYD ELECTRONIC(00285)$still in losss","images":[{"img":"https://static.tigerbbs.com/c4f0ba2f3965c059f51c301c80d15889","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638293184","isVote":1,"tweetType":1,"viewCount":4176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638293325,"gmtCreate":1645320552509,"gmtModify":1645320552624,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638293325","repostId":"638836751","repostType":1,"repost":{"id":638836751,"gmtCreate":1645168872807,"gmtModify":1645189249567,"author":{"id":"4095039866373700","authorId":"4095039866373700","name":"美股择菜谋士","avatar":"https://static.tigerbbs.com/404d5e88d79ae54e02ec5fc3f47dd71d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095039866373700","authorIdStr":"4095039866373700"},"themes":[],"title":"美团暴跌，平台的GMV抽成逻辑被破坏了吗？","htmlText":"2月18日，据国家发改委网站，国家发展改革委等部门印发《关于促进服务业领域困难行业恢复发展的若干政策》的通知。其中指出，引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准，降低相关餐饮企业经营成本。引导互联网平台企业对疫情中高风险地区所在的县级行政区域内的餐饮企业，给予阶段性商户服务费优惠。 该消息发出来以后引发市场恐慌，尤其是美团<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;直线跳水，如果GMV的抽成比例（take rate）的比例不能再上调，甚至以后要长周期下行，电商与外卖的GMV逻辑是不是就到头了？如果以后抽成比例的监管是长周期的，国内的外卖、电商等流量逻辑的互联网经济体，可能还会受到继续的冲击，业务的逻辑又要重新去架构了，当下的互联网，本来以为监管到头了，能迎来反弹了，又要迎来一阵子的信心低迷了，太难了。<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a>&nbsp;","listText":"2月18日，据国家发改委网站，国家发展改革委等部门印发《关于促进服务业领域困难行业恢复发展的若干政策》的通知。其中指出，引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准，降低相关餐饮企业经营成本。引导互联网平台企业对疫情中高风险地区所在的县级行政区域内的餐饮企业，给予阶段性商户服务费优惠。 该消息发出来以后引发市场恐慌，尤其是美团<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;直线跳水，如果GMV的抽成比例（take rate）的比例不能再上调，甚至以后要长周期下行，电商与外卖的GMV逻辑是不是就到头了？如果以后抽成比例的监管是长周期的，国内的外卖、电商等流量逻辑的互联网经济体，可能还会受到继续的冲击，业务的逻辑又要重新去架构了，当下的互联网，本来以为监管到头了，能迎来反弹了，又要迎来一阵子的信心低迷了，太难了。<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a>&nbsp;","text":"2月18日，据国家发改委网站，国家发展改革委等部门印发《关于促进服务业领域困难行业恢复发展的若干政策》的通知。其中指出，引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准，降低相关餐饮企业经营成本。引导互联网平台企业对疫情中高风险地区所在的县级行政区域内的餐饮企业，给予阶段性商户服务费优惠。 该消息发出来以后引发市场恐慌，尤其是美团$美团-W(03690)$ 直线跳水，如果GMV的抽成比例（take rate）的比例不能再上调，甚至以后要长周期下行，电商与外卖的GMV逻辑是不是就到头了？如果以后抽成比例的监管是长周期的，国内的外卖、电商等流量逻辑的互联网经济体，可能还会受到继续的冲击，业务的逻辑又要重新去架构了，当下的互联网，本来以为监管到头了，能迎来反弹了，又要迎来一阵子的信心低迷了，太难了。$腾讯控股(00700)$ $京东集团-SW(09618)$","images":[{"img":"https://static.tigerbbs.com/e92caa4f38ca44d6d8c42be3e3ee7a38"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638836751","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638811632,"gmtCreate":1645170594659,"gmtModify":1645170594802,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"This is an overhyped counter. Divest your risk by investing in BYD Co and Lucid.&nbsp;","listText":"This is an overhyped counter. Divest your risk by investing in BYD Co and Lucid.&nbsp;","text":"This is an overhyped counter. Divest your risk by investing in BYD Co and Lucid.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638811632","repostId":"633404016","repostType":1,"repost":{"id":633404016,"gmtCreate":1644252864066,"gmtModify":1644535983676,"author":{"id":"3561016850081433","authorId":"3561016850081433","name":"老娘成都","avatar":"https://static.tigerbbs.com/ecdb69340cb89ffbb3566f08ebc54711","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561016850081433","authorIdStr":"3561016850081433"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>放弃幻想，下跌是必然的了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>放弃幻想，下跌是必然的了。","text":"$特斯拉(TSLA)$放弃幻想，下跌是必然的了。","images":[{"img":"https://static.tigerbbs.com/19101b0d24c66102537c993f98bba822","width":"1170","height":"2532"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633404016","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638811062,"gmtCreate":1645170497888,"gmtModify":1645170498021,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"Slamped down yet another time.&nbsp;Bad news just as it started to climb.&nbsp;","listText":"Slamped down yet another time.&nbsp;Bad news just as it started to climb.&nbsp;","text":"Slamped down yet another time. Bad news just as it started to climb.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638811062","repostId":"633762355","repostType":1,"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638813173,"gmtCreate":1645170394756,"gmtModify":1645170394899,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638813173","repostId":"631012977","repostType":1,"repost":{"id":631012977,"gmtCreate":1644383580239,"gmtModify":1644393140665,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667591235607","authorIdStr":"3527667591235607"},"themes":[],"title":"盘整半年，中概股的机会在哪里？","htmlText":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 趋势太差，弃。<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","listText":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 趋势太差，弃。<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","text":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 $腾讯控股(00700)$ 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。$美团-W(03690)$ 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。$小米集团-W(01810)$ 趋势太差，弃。$快手-W(01024)$ 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","images":[{"img":"https://static.tigerbbs.com/b630304dc04a6f7aa7cbf66a4f6d3891","width":"2188","height":"1312"},{"img":"https://static.tigerbbs.com/53f6bf94ebd3e0262227fee2b646fdb3","width":"2130","height":"1348"},{"img":"https://static.tigerbbs.com/1543e50b1d64636abaf7ad1a08985d6b","width":"2202","height":"1552"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631012977","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638819788,"gmtCreate":1645170286304,"gmtModify":1645173672962,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02500\">$VENUS MEDTECH-B(02500)$</a>this stock is hitting rock bottom or further dips are yet to come","listText":"<a href=\"https://laohu8.com/S/02500\">$VENUS MEDTECH-B(02500)$</a>this stock is hitting rock bottom or further dips are yet to come","text":"$VENUS MEDTECH-B(02500)$this stock is hitting rock bottom or further dips are yet to come","images":[{"img":"https://static.tigerbbs.com/bff28f5d95304e6d4fc5676cb9165c04","width":"1080","height":"2222"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638819788","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638819348,"gmtCreate":1645170066704,"gmtModify":1645170066820,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00285\">$BYD ELECTRONIC(00285)$</a>resistance at 25","listText":"<a href=\"https://laohu8.com/S/00285\">$BYD ELECTRONIC(00285)$</a>resistance at 25","text":"$BYD ELECTRONIC(00285)$resistance at 25","images":[{"img":"https://static.tigerbbs.com/103550441e3a7899188320e23a62601f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638819348","isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638978997,"gmtCreate":1645065546151,"gmtModify":1645065546306,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"Really?&nbsp;","listText":"Really?&nbsp;","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638978997","repostId":"633599309","repostType":1,"repost":{"id":633599309,"gmtCreate":1644205716253,"gmtModify":1644335627348,"author":{"id":"3572034257249930","authorId":"3572034257249930","name":"SCLOW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572034257249930","authorIdStr":"3572034257249930"},"themes":[],"title":"U.S. labor market shrugs off Omicron surge","htmlText":"The U.S. economy created far more jobs than expected in January but despite the disruption to consumer-facing businesses from a surge in COVID-19 cases, pointing to underlying strength that should sustain the expansion as the Federal Reserve starts to raise interest rates. The Labor Department's closely watched employment report on Friday also showed a whopping 709,000 more jobs were added in November and December than previously estimated. Wage gains accelerated last month and the labor pool expanded.The upbeat report ended days of anxiety among economists and White House officials who had frantically tried to prepare the nation for a disappointing payrolls number. Strong employment gains, accompanied by the biggest annual increase in wages since May 2020, pave the way for the U.S. centra","listText":"The U.S. economy created far more jobs than expected in January but despite the disruption to consumer-facing businesses from a surge in COVID-19 cases, pointing to underlying strength that should sustain the expansion as the Federal Reserve starts to raise interest rates. The Labor Department's closely watched employment report on Friday also showed a whopping 709,000 more jobs were added in November and December than previously estimated. Wage gains accelerated last month and the labor pool expanded.The upbeat report ended days of anxiety among economists and White House officials who had frantically tried to prepare the nation for a disappointing payrolls number. Strong employment gains, accompanied by the biggest annual increase in wages since May 2020, pave the way for the U.S. centra","text":"The U.S. economy created far more jobs than expected in January but despite the disruption to consumer-facing businesses from a surge in COVID-19 cases, pointing to underlying strength that should sustain the expansion as the Federal Reserve starts to raise interest rates. The Labor Department's closely watched employment report on Friday also showed a whopping 709,000 more jobs were added in November and December than previously estimated. Wage gains accelerated last month and the labor pool expanded.The upbeat report ended days of anxiety among economists and White House officials who had frantically tried to prepare the nation for a disappointing payrolls number. Strong employment gains, accompanied by the biggest annual increase in wages since May 2020, pave the way for the U.S. centra","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633599309","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638978018,"gmtCreate":1645065519937,"gmtModify":1645065520083,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638978018","repostId":"631344494","repostType":1,"repost":{"id":631344494,"gmtCreate":1644503194001,"gmtModify":1644509407419,"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":"了解华尔街的小套路，少亏钱。","htmlText":"如果每次都是套路，那么套路就不是套路了。 美股老玩家或者一直追我文章的朋友可以发现，美股市场每次大事公布前后涨跌幅肯定是相反的：好事落地前一天市场下跌，坏事落地前一天市场上涨，这个规律简直屡试不爽。 了解这个规律可以阻止暴涨暴跌时的头脑发热，告诉自己再等等。所以这个规律对我来说也只是起到一种信号作用，也只是不亏钱，这也就够了。事实上我印象中也是有概率事件落地前后大盘走势相同。 1、CPI 本周最大事件美股1月CPI落地，比预期中还要差，同比上涨7.5% ，高于预期7.3%，创1982年2月以来新高。数据公布后国债收益率迅速飙升至1.974%，奔向2%。 具体这样的数据带给市场的观感是什么样呢？公布前市场认为今年加息为5次左右，而现在美国利率期货显示2022年加息近6次。在3月加息点数上，大部分人都知道不是25个基点就是50个基点，但认为50基点概率只有27%，而本次数据公布后美国利率期货暗示市场押注有43%的机会在加息50个基点。 所以大盘一下就崩了。别给自己的股票找下跌原因啦，都是大盘带的。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 2、很可惜迪士尼财报赌失败了，不过没关系，从今天发布财报的公司来看<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a> <a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a> <a href=\"https://laohu8.com/S/GOOS\">$加拿大鹅(GOOS)$</a> ，暴涨暴跌是本季报常态，尤其是成长股。所以继续用利润押注就是了，依然采","listText":"如果每次都是套路，那么套路就不是套路了。 美股老玩家或者一直追我文章的朋友可以发现，美股市场每次大事公布前后涨跌幅肯定是相反的：好事落地前一天市场下跌，坏事落地前一天市场上涨，这个规律简直屡试不爽。 了解这个规律可以阻止暴涨暴跌时的头脑发热，告诉自己再等等。所以这个规律对我来说也只是起到一种信号作用，也只是不亏钱，这也就够了。事实上我印象中也是有概率事件落地前后大盘走势相同。 1、CPI 本周最大事件美股1月CPI落地，比预期中还要差，同比上涨7.5% ，高于预期7.3%，创1982年2月以来新高。数据公布后国债收益率迅速飙升至1.974%，奔向2%。 具体这样的数据带给市场的观感是什么样呢？公布前市场认为今年加息为5次左右，而现在美国利率期货显示2022年加息近6次。在3月加息点数上，大部分人都知道不是25个基点就是50个基点，但认为50基点概率只有27%，而本次数据公布后美国利率期货暗示市场押注有43%的机会在加息50个基点。 所以大盘一下就崩了。别给自己的股票找下跌原因啦，都是大盘带的。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 2、很可惜迪士尼财报赌失败了，不过没关系，从今天发布财报的公司来看<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a> <a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a> <a href=\"https://laohu8.com/S/GOOS\">$加拿大鹅(GOOS)$</a> ，暴涨暴跌是本季报常态，尤其是成长股。所以继续用利润押注就是了，依然采","text":"如果每次都是套路，那么套路就不是套路了。 美股老玩家或者一直追我文章的朋友可以发现，美股市场每次大事公布前后涨跌幅肯定是相反的：好事落地前一天市场下跌，坏事落地前一天市场上涨，这个规律简直屡试不爽。 了解这个规律可以阻止暴涨暴跌时的头脑发热，告诉自己再等等。所以这个规律对我来说也只是起到一种信号作用，也只是不亏钱，这也就够了。事实上我印象中也是有概率事件落地前后大盘走势相同。 1、CPI 本周最大事件美股1月CPI落地，比预期中还要差，同比上涨7.5% ，高于预期7.3%，创1982年2月以来新高。数据公布后国债收益率迅速飙升至1.974%，奔向2%。 具体这样的数据带给市场的观感是什么样呢？公布前市场认为今年加息为5次左右，而现在美国利率期货显示2022年加息近6次。在3月加息点数上，大部分人都知道不是25个基点就是50个基点，但认为50基点概率只有27%，而本次数据公布后美国利率期货暗示市场押注有43%的机会在加息50个基点。 所以大盘一下就崩了。别给自己的股票找下跌原因啦，都是大盘带的。$特斯拉(TSLA)$ $英伟达(NVDA)$ 2、很可惜迪士尼财报赌失败了，不过没关系，从今天发布财报的公司来看$Doximity, Inc.(DOCS)$ $Twilio Inc(TWLO)$ $加拿大鹅(GOOS)$ ，暴涨暴跌是本季报常态，尤其是成长股。所以继续用利润押注就是了，依然采","images":[{"img":"https://static.tigerbbs.com/15a9491aeb07f31f738fa06c64c32b08","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631344494","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638971713,"gmtCreate":1645065502570,"gmtModify":1645065502701,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638971713","repostId":"633536939","repostType":1,"repost":{"id":633536939,"gmtCreate":1644213704969,"gmtModify":1644239700327,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667591235607","authorIdStr":"3527667591235607"},"themes":[],"title":"如何用期权玩转财报季（6）：连高盛都推荐跨式期权了！","htmlText":"从过去两周的财报表现可以很清晰的看到这个财报季个股产生剧烈的单日波动，这种时候，跨式期权成为最适合的策略，无论财报后方向是涨是跌，交易者可以从暴涨暴跌中获益。跨式期权非常普遍被运用于赌财报，因为这是一个无方向性策略，同时买call和put，无论股价涨跌，只幅度足够大，就可以用一边的收益覆盖两边的成本并赚额外的收益，本次财报季的极端波动就特别适合做跨式期权。 我在 <a href=\"https://laohu8.com/TW/694622763\" target=\"_blank\">如何用期权玩转财报季（5）：跨式期权还可以这么做？</a> 中介绍过跨式的两种Straddle 和 Strangle： Straddle通常被称为马鞍式，指的是买行权价和到期日都相同的call 和 put的组合，行权价通常取接近现价（ATM）。这种策略最大优势是不判断方向只赌波动大，也就是需要正股波动足够大使得一边的收益大于两边的成本，风险是正股价格波动不大，无法抵消购买两份期权的成本。 Strangle是异价跨式期权，也是宽跨式。跟Straddle的区别是，它是买行权价不同，但到期日一样的的call和put的组合，行权价通常是价外（OTM)。在价格突破（不管涨破还是跌破）某一区间时可以获利，也是赌波动率，适用于正股价格波动非常大的股票，典型的是成长股、科技股。 小型成长股财报后的大波动往往是意料之中的事，但上周大型科技股如亚马逊FB谷歌的波动冲击非常让人意外，这使得很多人开始押注跨式，我看高盛的衍生品研究员Vishal Vivek上周的报告称： \"The higher-than-normal moves have driven up the profitability of buying straddles around earnings. Buying the closest to at","listText":"从过去两周的财报表现可以很清晰的看到这个财报季个股产生剧烈的单日波动，这种时候，跨式期权成为最适合的策略，无论财报后方向是涨是跌，交易者可以从暴涨暴跌中获益。跨式期权非常普遍被运用于赌财报，因为这是一个无方向性策略，同时买call和put，无论股价涨跌，只幅度足够大，就可以用一边的收益覆盖两边的成本并赚额外的收益，本次财报季的极端波动就特别适合做跨式期权。 我在 <a href=\"https://laohu8.com/TW/694622763\" target=\"_blank\">如何用期权玩转财报季（5）：跨式期权还可以这么做？</a> 中介绍过跨式的两种Straddle 和 Strangle： Straddle通常被称为马鞍式，指的是买行权价和到期日都相同的call 和 put的组合，行权价通常取接近现价（ATM）。这种策略最大优势是不判断方向只赌波动大，也就是需要正股波动足够大使得一边的收益大于两边的成本，风险是正股价格波动不大，无法抵消购买两份期权的成本。 Strangle是异价跨式期权，也是宽跨式。跟Straddle的区别是，它是买行权价不同，但到期日一样的的call和put的组合，行权价通常是价外（OTM)。在价格突破（不管涨破还是跌破）某一区间时可以获利，也是赌波动率，适用于正股价格波动非常大的股票，典型的是成长股、科技股。 小型成长股财报后的大波动往往是意料之中的事，但上周大型科技股如亚马逊FB谷歌的波动冲击非常让人意外，这使得很多人开始押注跨式，我看高盛的衍生品研究员Vishal Vivek上周的报告称： \"The higher-than-normal moves have driven up the profitability of buying straddles around earnings. Buying the closest to at","text":"从过去两周的财报表现可以很清晰的看到这个财报季个股产生剧烈的单日波动，这种时候，跨式期权成为最适合的策略，无论财报后方向是涨是跌，交易者可以从暴涨暴跌中获益。跨式期权非常普遍被运用于赌财报，因为这是一个无方向性策略，同时买call和put，无论股价涨跌，只幅度足够大，就可以用一边的收益覆盖两边的成本并赚额外的收益，本次财报季的极端波动就特别适合做跨式期权。 我在 如何用期权玩转财报季（5）：跨式期权还可以这么做？ 中介绍过跨式的两种Straddle 和 Strangle： Straddle通常被称为马鞍式，指的是买行权价和到期日都相同的call 和 put的组合，行权价通常取接近现价（ATM）。这种策略最大优势是不判断方向只赌波动大，也就是需要正股波动足够大使得一边的收益大于两边的成本，风险是正股价格波动不大，无法抵消购买两份期权的成本。 Strangle是异价跨式期权，也是宽跨式。跟Straddle的区别是，它是买行权价不同，但到期日一样的的call和put的组合，行权价通常是价外（OTM)。在价格突破（不管涨破还是跌破）某一区间时可以获利，也是赌波动率，适用于正股价格波动非常大的股票，典型的是成长股、科技股。 小型成长股财报后的大波动往往是意料之中的事，但上周大型科技股如亚马逊FB谷歌的波动冲击非常让人意外，这使得很多人开始押注跨式，我看高盛的衍生品研究员Vishal Vivek上周的报告称： \"The higher-than-normal moves have driven up the profitability of buying straddles around earnings. Buying the closest to at","images":[{"img":"https://static.tigerbbs.com/07515ab57889a70fa36fc947b1292195","width":"2136","height":"1314"},{"img":"https://static.tigerbbs.com/cf257ffd2638636e773ed8fb6b93f41e","width":"2154","height":"1330"},{"img":"https://static.tigerbbs.com/a951a9a5cead9cc55f5a753128a349e4","width":"1392","height":"550"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633536939","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638971458,"gmtCreate":1645065469228,"gmtModify":1645065469370,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097210190079890","authorIdStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;thus stock is climbing tempoararily","listText":"<a href=\"https://laohu8.com/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;thus stock is climbing tempoararily","text":"$BYD ELECTRONIC(00285)$ thus stock is climbing tempoararily","images":[{"img":"https://static.tigerbbs.com/305f0863ecdbf29e1a49171ec98e81a3","width":"1080","height":"2222"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638971458","isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":633075647,"gmtCreate":1643630257684,"gmtModify":1643630257817,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097210190079890","idStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;long road up","listText":"<a href=\"https://laohu8.com/S/00285\">$BYD ELECTRONIC(00285)$</a>&nbsp;long road up","text":"$BYD ELECTRONIC(00285)$ long road up","images":[{"img":"https://static.tigerbbs.com/41c9a73c417b4e5f61e9ab5d0ec6d470","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/633075647","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":604958178,"gmtCreate":1639317867830,"gmtModify":1639317867929,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097210190079890","idStr":"4097210190079890"},"themes":[],"htmlText":"Agree with only two of the&nbsp;choices, Unity Software and Nvivda, but strongly disagree with the remaining.&nbsp;","listText":"Agree with only two of the&nbsp;choices, Unity Software and Nvivda, but strongly disagree with the remaining.&nbsp;","text":"Agree with only two of the choices, Unity Software and Nvivda, but strongly disagree with the remaining.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604958178","repostId":"2190992671","repostType":4,"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697986693,"gmtCreate":1642212762118,"gmtModify":1642214699049,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097210190079890","idStr":"4097210190079890"},"themes":[],"htmlText":"Beneath all the hype, Microsoft appears to be another IBM in the making and whether it will cross this chasm?","listText":"Beneath all the hype, Microsoft appears to be another IBM in the making and whether it will cross this chasm?","text":"Beneath all the hype, Microsoft appears to be another IBM in the making and whether it will cross this chasm?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/697986693","repostId":"1111390927","repostType":4,"repost":{"id":"1111390927","kind":"news","pubTimestamp":1642212037,"share":"https://www.laohu8.com/m/news/1111390927?lang=zh_CN&edition=full","pubTime":"2022-01-15 10:00","market":"us","language":"en","title":"Microsoft Likely to Be a Metaverse 'Winner,' Bernstein Says<blockquote>Bernstein表示，微软可能成为虚拟宇宙的“赢家”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111390927","media":"Seeking Alpha","summary":"Microsoft(NASDAQ:MSFT)is likely to be one of the \"big\" winners in the metaverse, investment firm Bernstein noted, pointing out that the journey fromconcept to reality will be beneficial for software s","content":"<p><html><head></head><body><ul><li>Microsoft(NASDAQ:MSFT)is likely to be one of the &#34;big&#34; winners in the metaverse, investment firm Bernstein noted, pointing out that the journey from concept to reality will be beneficial for software spending, particularly from the Redmond, Washington-based tech giant.</li><li>Analyst Dr. Mark Moerdler, who rates the Satya Nadella-led company outperform with a $364 price target, notes that Microsoft is well positioned to help deliver a metaverse platform today, even if it&#39;s still a nascent idea: it has the Azure platform, it&#39;s already created the HoloLens and Mixed Reality devices, Microsoft Graph to understand a person&#39;s relationships and how they interact; Microsoft Mesh, its expertise in gaming as well as LinkedIn, to help drive the business social aspect of the metaverse.</li><li>&#34;Microsoft is delivering on what many expect will be needed for the Metaverse,&#34; Moerdler wrote in a note to clients.&#34; While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business.&#34;</li><li>Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.</li><li>There&#39;s a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.</li><li>Though Microsoft (MSFT) is expected to be the &#34;big winner,&#34; according to Bernstein&#39;s Moerdler, other software companies are also likely to benefit, notably Adobe(NASDAQ:ADBE)and Salesforce.com(NYSE:CRM).</li><li>Salesforce&#39;s acquisition of Slack is being integrated into its existing customer relationship management solutions and the company has been positive about the metaverse, particularly as it relates to marketing. &#34;We would expect to see meaningful investments by Salesforce in the Multiverse including one or more acquisitions to capture IP, market position, market share, and of course revenue,&#34; Moerdler explained.</li><li>Adobe (ADBE) could see upside from its Creative Cloud suite, &#34;especially as more and different types of content creators will be required,&#34; Moerdler explained.</li><li>Nonetheless, the firm believes that it is Microsoft (MSFT) that will likely benefit the most, as &#34;the best probability of success is going to be based, in our opinion, on those companies with the depth and breadth of functionality that could be required by the Metaverse as well as the market position and financial position to drive a successful outcome.&#34;</li><li>On Thursday, Microsoft (MSFT)said it hired a law firm to look into the company&#39;s sexual harassment policies.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资公司Bernstein指出，微软（纳斯达克股票代码：MSFT）很可能成为虚拟宇宙的“大”赢家之一，并指出从概念到现实的旅程将有利于软件支出，特别是来自华盛顿州雷德蒙市的软件支出。总部位于华盛顿州的科技巨头。</li><li>分析师Mark Moerdler博士对Satya Nadella领导的公司的评级为跑赢大盘，目标价为364美元，他指出，微软今天处于有利地位，可以帮助提供元宇宙平台，即使它仍然是一个新生的想法：它拥有Azure平台，它已经创建了HoloLens和混合现实设备、微软图来了解一个人的关系以及他们如何互动；微软Mesh，其在游戏和LinkedIn方面的专业知识，以帮助推动元宇宙的商业社交方面。</li><li>Moerdler在给客户的一份报告中写道：“微软正在提供许多人预期的虚拟宇宙所需的东西。”虽然这种潜在的下一个增长驱动力不是我们今天论文的一部分，但它可能是业务许多部分的有意义的驱动力。”</li><li>微软(MSFT)股价在午盘交易中上涨超过1%，至307.94美元。</li><li>围绕元宇宙以及它到底需要什么有很多炒作，但Moerdler认为，有一点是明确的：它将有利于企业软件，不同的公司将看到上升空间，这取决于他们提供什么以及它如何发展。</li><li>Bernstein的Moerdler表示，尽管微软(MSFT)预计将成为“大赢家”，但其他软件公司也可能受益，特别是Adobe（纳斯达克股票代码：ADBE）和Salesforce.com（纽约证券交易所股票代码：CRM）。</li><li>Salesforce对Slack的收购正在整合到其现有的客户关系管理解决方案中，该公司一直对元宇宙持积极态度，特别是在营销方面。Moerdler解释说：“我们希望看到Salesforce在多元宇宙中进行有意义的投资，包括一项或多项收购，以获取知识产权、市场地位、市场份额，当然还有收入。”</li><li>Adobe(ADBE)可能会看到其Creative Cloud套件的优势，“特别是在需要更多不同类型的内容创作者的情况下，”Moerdler解释道。</li><li>尽管如此，该公司认为微软（MSFT）可能会受益最大，因为“在我们看来，成功的最佳可能性将基于那些具有功能深度和广度的公司。虚拟宇宙以及市场地位和财务状况来推动成功的结果。”</li><li>周四，微软（MSFT）表示，已聘请一家律师事务所调查该公司的性骚扰政策。</li></ul></body></html></blockquote></p><p></p>","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>Microsoft Likely to Be a Metaverse 'Winner,' Bernstein Says<blockquote>Bernstein表示，微软可能成为虚拟宇宙的“赢家”</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nMicrosoft Likely to Be a Metaverse 'Winner,' Bernstein Says<blockquote>Bernstein表示，微软可能成为虚拟宇宙的“赢家”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-15 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>Microsoft(NASDAQ:MSFT)is likely to be one of the &#34;big&#34; winners in the metaverse, investment firm Bernstein noted, pointing out that the journey from concept to reality will be beneficial for software spending, particularly from the Redmond, Washington-based tech giant.</li><li>Analyst Dr. Mark Moerdler, who rates the Satya Nadella-led company outperform with a $364 price target, notes that Microsoft is well positioned to help deliver a metaverse platform today, even if it&#39;s still a nascent idea: it has the Azure platform, it&#39;s already created the HoloLens and Mixed Reality devices, Microsoft Graph to understand a person&#39;s relationships and how they interact; Microsoft Mesh, its expertise in gaming as well as LinkedIn, to help drive the business social aspect of the metaverse.</li><li>&#34;Microsoft is delivering on what many expect will be needed for the Metaverse,&#34; Moerdler wrote in a note to clients.&#34; While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business.&#34;</li><li>Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.</li><li>There&#39;s a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.</li><li>Though Microsoft (MSFT) is expected to be the &#34;big winner,&#34; according to Bernstein&#39;s Moerdler, other software companies are also likely to benefit, notably Adobe(NASDAQ:ADBE)and Salesforce.com(NYSE:CRM).</li><li>Salesforce&#39;s acquisition of Slack is being integrated into its existing customer relationship management solutions and the company has been positive about the metaverse, particularly as it relates to marketing. &#34;We would expect to see meaningful investments by Salesforce in the Multiverse including one or more acquisitions to capture IP, market position, market share, and of course revenue,&#34; Moerdler explained.</li><li>Adobe (ADBE) could see upside from its Creative Cloud suite, &#34;especially as more and different types of content creators will be required,&#34; Moerdler explained.</li><li>Nonetheless, the firm believes that it is Microsoft (MSFT) that will likely benefit the most, as &#34;the best probability of success is going to be based, in our opinion, on those companies with the depth and breadth of functionality that could be required by the Metaverse as well as the market position and financial position to drive a successful outcome.&#34;</li><li>On Thursday, Microsoft (MSFT)said it hired a law firm to look into the company&#39;s sexual harassment policies.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资公司Bernstein指出，微软（纳斯达克股票代码：MSFT）很可能成为虚拟宇宙的“大”赢家之一，并指出从概念到现实的旅程将有利于软件支出，特别是来自华盛顿州雷德蒙市的软件支出。总部位于华盛顿州的科技巨头。</li><li>分析师Mark Moerdler博士对Satya Nadella领导的公司的评级为跑赢大盘，目标价为364美元，他指出，微软今天处于有利地位，可以帮助提供元宇宙平台，即使它仍然是一个新生的想法：它拥有Azure平台，它已经创建了HoloLens和混合现实设备、微软图来了解一个人的关系以及他们如何互动；微软Mesh，其在游戏和LinkedIn方面的专业知识，以帮助推动元宇宙的商业社交方面。</li><li>Moerdler在给客户的一份报告中写道：“微软正在提供许多人预期的虚拟宇宙所需的东西。”虽然这种潜在的下一个增长驱动力不是我们今天论文的一部分，但它可能是业务许多部分的有意义的驱动力。”</li><li>微软(MSFT)股价在午盘交易中上涨超过1%，至307.94美元。</li><li>围绕元宇宙以及它到底需要什么有很多炒作，但Moerdler认为，有一点是明确的：它将有利于企业软件，不同的公司将看到上升空间，这取决于他们提供什么以及它如何发展。</li><li>Bernstein的Moerdler表示，尽管微软(MSFT)预计将成为“大赢家”，但其他软件公司也可能受益，特别是Adobe（纳斯达克股票代码：ADBE）和Salesforce.com（纽约证券交易所股票代码：CRM）。</li><li>Salesforce对Slack的收购正在整合到其现有的客户关系管理解决方案中，该公司一直对元宇宙持积极态度，特别是在营销方面。Moerdler解释说：“我们希望看到Salesforce在多元宇宙中进行有意义的投资，包括一项或多项收购，以获取知识产权、市场地位、市场份额，当然还有收入。”</li><li>Adobe(ADBE)可能会看到其Creative Cloud套件的优势，“特别是在需要更多不同类型的内容创作者的情况下，”Moerdler解释道。</li><li>尽管如此，该公司认为微软（MSFT）可能会受益最大，因为“在我们看来，成功的最佳可能性将基于那些具有功能深度和广度的公司。虚拟宇宙以及市场地位和财务状况来推动成功的结果。”</li><li>周四，微软（MSFT）表示，已聘请一家律师事务所调查该公司的性骚扰政策。</li></ul></body></html></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3788374-microsoft-likely-to-be-a-metaverse-winner-bernstein-says\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3788374-microsoft-likely-to-be-a-metaverse-winner-bernstein-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111390927","content_text":"Microsoft(NASDAQ:MSFT)is likely to be one of the \"big\" winners in the metaverse, investment firm Bernstein noted, pointing out that the journey from concept to reality will be beneficial for software spending, particularly from the Redmond, Washington-based tech giant.Analyst Dr. Mark Moerdler, who rates the Satya Nadella-led company outperform with a $364 price target, notes that Microsoft is well positioned to help deliver a metaverse platform today, even if it's still a nascent idea: it has the Azure platform, it's already created the HoloLens and Mixed Reality devices, Microsoft Graph to understand a person's relationships and how they interact; Microsoft Mesh, its expertise in gaming as well as LinkedIn, to help drive the business social aspect of the metaverse.\"Microsoft is delivering on what many expect will be needed for the Metaverse,\" Moerdler wrote in a note to clients.\" While this potential next driver of growth is not part of our thesis today it could be a meaningful driver for numerous parts of the business.\"Microsoft (MSFT) shares are up more than 1% to $307.94in mid-day trading.There's a lot of hype surrounding the metaverse and just exactly what it will entail, but one thing is clear, Moerdler believes: that it will be good for enterprise software and different companies will see upside depending on what they offer and how it evolves.Though Microsoft (MSFT) is expected to be the \"big winner,\" according to Bernstein's Moerdler, other software companies are also likely to benefit, notably Adobe(NASDAQ:ADBE)and Salesforce.com(NYSE:CRM).Salesforce's acquisition of Slack is being integrated into its existing customer relationship management solutions and the company has been positive about the metaverse, particularly as it relates to marketing. \"We would expect to see meaningful investments by Salesforce in the Multiverse including one or more acquisitions to capture IP, market position, market share, and of course revenue,\" Moerdler explained.Adobe (ADBE) could see upside from its Creative Cloud suite, \"especially as more and different types of content creators will be required,\" Moerdler explained.Nonetheless, the firm believes that it is Microsoft (MSFT) that will likely benefit the most, as \"the best probability of success is going to be based, in our opinion, on those companies with the depth and breadth of functionality that could be required by the Metaverse as well as the market position and financial position to drive a successful outcome.\"On Thursday, Microsoft (MSFT)said it hired a law firm to look into the company's sexual harassment policies.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000432","authorId":"9000000000000432","name":"PagRobinson","avatar":"https://static.tigerbbs.com/f27744c1fabf17b5f44122ab53e7da10","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000432","idStr":"9000000000000432"},"content":"I'm also looking forward to more news. I am very confident for Microsoft!","text":"I'm also looking forward to more news. I am very confident for Microsoft!","html":"I'm also looking forward to more news. I am very confident for Microsoft!"},{"author":{"id":"9000000000000640","authorId":"9000000000000640","name":"DaisyMoore","avatar":"https://static.tigerbbs.com/0b6d4586dc3002807c92bc57e1b3a6bd","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000640","idStr":"9000000000000640"},"content":"Really? Has Microsoft launched any new products? In my impression, its performance is not as good as IBM.","text":"Really? Has Microsoft launched any new products? In my impression, its performance is not as good as IBM.","html":"Really? Has Microsoft launched any new products? In my impression, its performance is not as good as IBM."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695807115,"gmtCreate":1641388947306,"gmtModify":1641388958245,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097210190079890","idStr":"4097210190079890"},"themes":[],"htmlText":"Many aspects of EV has improved and the weakest link seems to be with the battery technology - a new revolution is required!","listText":"Many aspects of EV has improved and the weakest link seems to be with the battery technology - a new revolution is required!","text":"Many aspects of EV has improved and the weakest link seems to be with the battery technology - a new revolution is required!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/695807115","repostId":"2201236894","repostType":2,"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605952932,"gmtCreate":1639104656843,"gmtModify":1639104656843,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097210190079890","idStr":"4097210190079890"},"themes":[],"htmlText":"With more competition and less innovation, investors must avoid the subjective feel for a repeat of the enormous price jump (from what seems to be high at 200 and 460). Take risk only if you have an objective exit strategy.","listText":"With more competition and less innovation, investors must avoid the subjective feel for a repeat of the enormous price jump (from what seems to be high at 200 and 460). Take risk only if you have an objective exit strategy.","text":"With more competition and less innovation, investors must avoid the subjective feel for a repeat of the enormous price jump (from what seems to be high at 200 and 460). Take risk only if you have an objective exit strategy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605952932","repostId":"2190641206","repostType":4,"isVote":1,"tweetType":1,"viewCount":1962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845602857,"gmtCreate":1636332512077,"gmtModify":1636332512158,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097210190079890","idStr":"4097210190079890"},"themes":[],"htmlText":"I am keeping clear of this stock. Re-branding amidst significant charges is a red flag for risk management .","listText":"I am keeping clear of this stock. Re-branding amidst significant charges is a red flag for risk management .","text":"I am keeping clear of this stock. Re-branding amidst significant charges is a red flag for risk management .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/845602857","repostId":"2181417167","repostType":4,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000494","authorId":"9000000000000494","name":"MamieBenson","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000494","idStr":"9000000000000494"},"content":"If you need to spend a lot of money to reshape the brand, it means that the company has a huge reputation loss or crisis. It can prove that the company is facing huge risks. Need focus!","text":"If you need to spend a lot of money to reshape the brand, it means that the company has a huge reputation loss or crisis. It can prove that the company is facing huge risks. Need focus!","html":"If you need to spend a lot of money to reshape the brand, it means that the company has a huge reputation loss or crisis. It can prove that the company is facing huge risks. Need focus!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604953357,"gmtCreate":1639317415900,"gmtModify":1639317415970,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097210190079890","idStr":"4097210190079890"},"themes":[],"htmlText":"Seems like a good investment, provided these&nbsp;&nbsp;2 companies survives the next 14 years and doing well.&nbsp;","listText":"Seems like a good investment, provided these&nbsp;&nbsp;2 companies survives the next 14 years and doing well.&nbsp;","text":"Seems like a good investment, provided these 2 companies survives the next 14 years and doing well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604953357","repostId":"2190679207","repostType":4,"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878499297,"gmtCreate":1637215808539,"gmtModify":1637215808539,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097210190079890","idStr":"4097210190079890"},"themes":[],"htmlText":"Meta platform is facebook and is different&nbsp;from&nbsp;metaverse.&nbsp; Check out the good potentials in this nicely written artucle.","listText":"Meta platform is facebook and is different&nbsp;from&nbsp;metaverse.&nbsp; Check out the good potentials in this nicely written artucle.","text":"Meta platform is facebook and is different from metaverse. Check out the good potentials in this nicely written artucle.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878499297","repostId":"1196594947","repostType":4,"isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633748223,"gmtCreate":1644362589325,"gmtModify":1644362589470,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097210190079890","idStr":"4097210190079890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;ex-Div on Feb 4","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;ex-Div on Feb 4","text":"$Apple(AAPL)$ ex-Div on Feb 4","images":[{"img":"https://static.tigerbbs.com/7433751dc718bc4794805992c64f0f36","width":"1080","height":"2450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/633748223","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":604953553,"gmtCreate":1639317541808,"gmtModify":1639317541910,"author":{"id":"4097210190079890","authorId":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097210190079890","idStr":"4097210190079890"},"themes":[],"htmlText":"Inflation is here and kind of hard to chase it away.&nbsp;","listText":"Inflation is here and kind of hard to chase it away.&nbsp;","text":"Inflation is here and kind of hard to chase it away.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604953553","repostId":"2190719916","repostType":4,"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}