自由之路1998的个人主页 - 老虎社区

自由之路1998

自由之路1998

暂无个人介绍

IP属地：未知

75关注

2粉丝

0主题

0勋章

自由之路1998

2022-05-06

$微美全息(WIMI)$不用太在意短期

自由之路1998

2022-05-06

这篇文章不错，转发给大家看

@Buy_Sell:🚀【5月6日】美股血流成河，道指狂泻千点，今天你敢买点啥？

自由之路1998

2022-05-04

这篇文章不错，转发给大家看

@孟浩:一文看懂巴菲特股东大会6大亮点

自由之路1998

2022-04-25

$微美全息(WIMI)$低開高走可好

自由之路1998

2022-04-25

$特斯拉(TSLA)$再等

自由之路1998

2022-04-25

这篇文章不错，转发给大家看

@价值投资为王:10倍牛股、高端医疗器械之王、日内大跌14%，抄底吗？

自由之路1998

2022-04-21

$蔚来(NIO)$中概好难。

自由之路1998

2022-04-21

$微美全息(WIMI)$留点币观望时机

自由之路1998

2022-04-12

$微美全息(WIMI)$一波行情来了，打爆空头

自由之路1998

2022-04-12

这篇文章不错，转发给大家看

@摩根财团首席执行官:$蔚来(NIO)$5亿美金+6倍杠杆明日拉升蔚来，目标+10%

自由之路1998

2022-04-12

这篇文章不错，转发给大家看

@小虎活动:【瓜分1000虎币】台积电股价涨跌大竞猜

自由之路1998

2022-04-12

$拼多多(PDD)$起来嗨

自由之路1998

2022-04-06

$微美全息(WIMI)$趕快來喔！我們需要燃料啦！

自由之路1998

2022-04-06

这篇文章不错，转发给大家看

@Buy_Sell:🚀【4月1日】三大股指均跌，创两年最差季度表现！今天买点啥

自由之路1998

2022-04-04

$微美全息(WIMI)$等着再加一点，继续玩趋势。

自由之路1998

2022-04-04

这篇文章不错，转发给大家看

@捷克Jack:最易上手的低门槛特斯拉期权组合策略

自由之路1998

2022-03-24

$微美全息(WIMI)$与市场普遍观点不一样的逆向思考；多数事物都是周期性的。升跌平常心

自由之路1998

2022-03-24

与市场普遍观点不一样的逆向思考；多数事物都是周期性的。

抱歉，原内容已删除

自由之路1998

2022-03-24

这篇文章不错，转发给大家看

@价值投资为王:阿里VS京东VS拼多多：Q4财报谁更好？

自由之路1998

2022-03-23

这篇文章不错，转发给大家看

@荒野侦探:巴菲特收购Alleghany：保守主义的惺惺相惜

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4098424088437210","uuid":"4098424088437210","gmtCreate":1635321021714,"gmtModify":1647874318300,"name":"自由之路1998","pinyin":"zyzl1998ziyouzhilu1998","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","hatId":"activity_20211221144529","hatName":"虎友年度最喜爱企业PICK榜","vip":1,"status":2,"fanSize":2,"headSize":75,"tweetSize":76,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"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":"2025.12.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"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":"post","tweets":[{"id":616550345,"gmtCreate":1651841071187,"gmtModify":1651844025564,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>不用太在意短期","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>不用太在意短期","text":"$微美全息(WIMI)$不用太在意短期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616550345","isVote":1,"tweetType":1,"viewCount":3144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616550925,"gmtCreate":1651841018267,"gmtModify":1651841018267,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616550925","repostId":"616240157","repostType":1,"repost":{"id":616240157,"gmtCreate":1651803046428,"gmtModify":1744960813661,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【5月6日】 美股血流成河，道指狂泻千点，今天你敢买点啥？","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 5月6日讯，隔夜美股惨遭血洗，道指狂泻千点。港股大幅低开，恒指跌2.44%，国指跌2.64%，恒生科技指数跌3.76%。 盘面上，大型科技股美团跌近6%，<a href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>、快手、<a href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>、小米均跌超4%，<a href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>、<a href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>跌近4%；汽车股集体大跌，<a href=\"https://laohu8.com/S/09868\">$蔚来(09868)$</a>汽车、<a href=\"https://laohu8.com/S/02015\">$小鹏汽车(02015)$</a>重挫逾10%，家电股、体育用品股、生物科技股、餐饮股、乳制品股、半导体股、海运股等纷纷下跌。另一方面，教育股、食品饮料股个别上涨，<a href=\"https://laohu8.com/S/00667\">$中国东方教育(00667)$</a>逆势高开3%，统一中国企业涨1.3%。 美股市场 美股超级大变脸！道指狂泻1000点，纳指暴跌近5%，抵押贷款利率吓坏市场 美股周四大幅收跌。恐慌性抛盘涌现，三大股指全部回吐昨日涨幅，道指盘中一度狂泻近1400点。美债收益率飙升，美元指数创近20年新高。昨日美联储主席鲍威尔言论推动的美股反弹迅速失去动力。最终，道指跌3.12%，标普跌3.56%，纳指跌4.99%。 热门中概股周四收盘重挫，纳斯达克中国金龙指数收盘大","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 5月6日讯，隔夜美股惨遭血洗，道指狂泻千点。港股大幅低开，恒指跌2.44%，国指跌2.64%，恒生科技指数跌3.76%。 盘面上，大型科技股美团跌近6%，<a href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>、快手、<a href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>、小米均跌超4%，<a href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>、<a href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>跌近4%；汽车股集体大跌，<a href=\"https://laohu8.com/S/09868\">$蔚来(09868)$</a>汽车、<a href=\"https://laohu8.com/S/02015\">$小鹏汽车(02015)$</a>重挫逾10%，家电股、体育用品股、生物科技股、餐饮股、乳制品股、半导体股、海运股等纷纷下跌。另一方面，教育股、食品饮料股个别上涨，<a href=\"https://laohu8.com/S/00667\">$中国东方教育(00667)$</a>逆势高开3%，统一中国企业涨1.3%。 美股市场 美股超级大变脸！道指狂泻1000点，纳指暴跌近5%，抵押贷款利率吓坏市场 美股周四大幅收跌。恐慌性抛盘涌现，三大股指全部回吐昨日涨幅，道指盘中一度狂泻近1400点。美债收益率飙升，美元指数创近20年新高。昨日美联储主席鲍威尔言论推动的美股反弹迅速失去动力。最终，道指跌3.12%，标普跌3.56%，纳指跌4.99%。 热门中概股周四收盘重挫，纳斯达克中国金龙指数收盘大","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 5月6日讯，隔夜美股惨遭血洗，道指狂泻千点。港股大幅低开，恒指跌2.44%，国指跌2.64%，恒生科技指数跌3.76%。 盘面上，大型科技股美团跌近6%，$阿里巴巴(09988)$、快手、$京东(09618)$、小米均跌超4%，$腾讯(00700)$、$百度(09888)$跌近4%；汽车股集体大跌，$蔚来(09868)$汽车、$小鹏汽车(02015)$重挫逾10%，家电股、体育用品股、生物科技股、餐饮股、乳制品股、半导体股、海运股等纷纷下跌。另一方面，教育股、食品饮料股个别上涨，$中国东方教育(00667)$逆势高开3%，统一中国企业涨1.3%。 美股市场 美股超级大变脸！道指狂泻1000点，纳指暴跌近5%，抵押贷款利率吓坏市场 美股周四大幅收跌。恐慌性抛盘涌现，三大股指全部回吐昨日涨幅，道指盘中一度狂泻近1400点。美债收益率飙升，美元指数创近20年新高。昨日美联储主席鲍威尔言论推动的美股反弹迅速失去动力。最终，道指跌3.12%，标普跌3.56%，纳指跌4.99%。 热门中概股周四收盘重挫，纳斯达克中国金龙指数收盘大","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616240157","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616140358,"gmtCreate":1651623064681,"gmtModify":1651623064681,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616140358","repostId":"616943907","repostType":1,"repost":{"id":616943907,"gmtCreate":1651377198051,"gmtModify":1651381466994,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"58341441844653","idStr":"58341441844653"},"themes":[],"title":"一文看懂巴菲特股东大会6大亮点","htmlText":"美国东部时间5月1日，巴菲特旗下伯克希尔·哈撒韦(Berkshire Hathaway) 2022年股东大会在奥马哈市如期举行，这是时隔两年之后再次回归线下。91岁高龄的巴菲特与98岁老搭档芒格再度“合体”，被外界普遍视为巴菲特接班人的两名副董事长：伯克希尔保险业务负责Ajit Jain和非保险业务负责人Greg Abel一同出席股东大会。 在为期5个小时的问答环节中，巴菲特和芒格回答了有关伯克希尔公司业务和投资决策的问题，以及投资者较为关心的，通胀、收购、比特币等问题，让我们一起回顾大会的精彩瞬间。在股东大会之前，伯克希尔发布了今年一季报：受到股市波动导致的投资损失和保险承保业务业绩疲软的影响，第一季度营收70.4亿美元，同比增长0.3%，市场预期70.2亿美元。第一季度净利润54.6亿美元，同比下滑53%，去年同期为117.1亿美元。第一季度每股盈利为3702美元，比一年前的7638美元有大幅下降，市场预估为4490美元。巴菲特此前表示由于公司持有大量资产，每个季度的收益都会出现波动，因此，长期投资者应该更关注它的营业利润(Berkshire’s operating earnings)。从营业利润来看，第一季度波动并不大，为70.4亿美元与去年同期持平。具体来看，伯克希尔的制造业、服务业和零售业的营业利润为30.3亿美元，同比增长15.5% ；铁路和公共事业的利润同样略有增长；真正拖累伯克希尔业绩的部分是保险承销业务。其营业利润从去年同期的7.64亿美元降至4,700万美元，降幅高达94% 。此外，伯克希尔公布其最新的四大持仓，共占其投资组合比重为66%。截至3月底，<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&lt;</a>","listText":"美国东部时间5月1日，巴菲特旗下伯克希尔·哈撒韦(Berkshire Hathaway) 2022年股东大会在奥马哈市如期举行，这是时隔两年之后再次回归线下。91岁高龄的巴菲特与98岁老搭档芒格再度“合体”，被外界普遍视为巴菲特接班人的两名副董事长：伯克希尔保险业务负责Ajit Jain和非保险业务负责人Greg Abel一同出席股东大会。 在为期5个小时的问答环节中，巴菲特和芒格回答了有关伯克希尔公司业务和投资决策的问题，以及投资者较为关心的，通胀、收购、比特币等问题，让我们一起回顾大会的精彩瞬间。在股东大会之前，伯克希尔发布了今年一季报：受到股市波动导致的投资损失和保险承保业务业绩疲软的影响，第一季度营收70.4亿美元，同比增长0.3%，市场预期70.2亿美元。第一季度净利润54.6亿美元，同比下滑53%，去年同期为117.1亿美元。第一季度每股盈利为3702美元，比一年前的7638美元有大幅下降，市场预估为4490美元。巴菲特此前表示由于公司持有大量资产，每个季度的收益都会出现波动，因此，长期投资者应该更关注它的营业利润(Berkshire’s operating earnings)。从营业利润来看，第一季度波动并不大，为70.4亿美元与去年同期持平。具体来看，伯克希尔的制造业、服务业和零售业的营业利润为30.3亿美元，同比增长15.5% ；铁路和公共事业的利润同样略有增长；真正拖累伯克希尔业绩的部分是保险承销业务。其营业利润从去年同期的7.64亿美元降至4,700万美元，降幅高达94% 。此外，伯克希尔公布其最新的四大持仓，共占其投资组合比重为66%。截至3月底，<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&lt;</a>","text":"美国东部时间5月1日，巴菲特旗下伯克希尔·哈撒韦(Berkshire Hathaway) 2022年股东大会在奥马哈市如期举行，这是时隔两年之后再次回归线下。91岁高龄的巴菲特与98岁老搭档芒格再度“合体”，被外界普遍视为巴菲特接班人的两名副董事长：伯克希尔保险业务负责Ajit Jain和非保险业务负责人Greg Abel一同出席股东大会。 在为期5个小时的问答环节中，巴菲特和芒格回答了有关伯克希尔公司业务和投资决策的问题，以及投资者较为关心的，通胀、收购、比特币等问题，让我们一起回顾大会的精彩瞬间。在股东大会之前，伯克希尔发布了今年一季报：受到股市波动导致的投资损失和保险承保业务业绩疲软的影响，第一季度营收70.4亿美元，同比增长0.3%，市场预期70.2亿美元。第一季度净利润54.6亿美元，同比下滑53%，去年同期为117.1亿美元。第一季度每股盈利为3702美元，比一年前的7638美元有大幅下降，市场预估为4490美元。巴菲特此前表示由于公司持有大量资产，每个季度的收益都会出现波动，因此，长期投资者应该更关注它的营业利润(Berkshire’s operating earnings)。从营业利润来看，第一季度波动并不大，为70.4亿美元与去年同期持平。具体来看，伯克希尔的制造业、服务业和零售业的营业利润为30.3亿美元，同比增长15.5% ；铁路和公共事业的利润同样略有增长；真正拖累伯克希尔业绩的部分是保险承销业务。其营业利润从去年同期的7.64亿美元降至4,700万美元，降幅高达94% 。此外，伯克希尔公布其最新的四大持仓，共占其投资组合比重为66%。截至3月底，$苹果(AAPL)$<","images":[{"img":"https://static.tigerbbs.com/45e5673e1bc3645b67f6217df5e2e253","width":"2262","height":"1082"},{"img":"https://static.tigerbbs.com/b1e29c76899ed916c25eff41407469f2","width":"1476","height":"716"},{"img":"https://static.tigerbbs.com/3e1533f4098229c6398ec8864344042e","width":"1448","height":"358"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616943907","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618198942,"gmtCreate":1650894319593,"gmtModify":1650894319593,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>低開高走可好","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>低開高走可好","text":"$微美全息(WIMI)$低開高走可好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618198942","isVote":1,"tweetType":1,"viewCount":4060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618191435,"gmtCreate":1650894267581,"gmtModify":1650894267581,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>再等","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>再等","text":"$特斯拉(TSLA)$再等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618191435","isVote":1,"tweetType":1,"viewCount":3403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618191685,"gmtCreate":1650894245980,"gmtModify":1650894245980,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618191685","repostId":"618359681","repostType":1,"repost":{"id":618359681,"gmtCreate":1650879455374,"gmtModify":1650883558127,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"10倍牛股、高端医疗器械之王、日内大跌14%，抄底吗？","htmlText":"上周五，美股巨震，纳斯达克跌幅超2.5%。指数跌幅不小，但更惨的是医疗保健股，其中，连锁医院HCA日内暴跌22%、手术机器人之王直觉外科大跌14%！无论是HCA，还是直觉外科，这两家公司都是大牛股，2022年之前，股价涨不停、不停涨，而一夜之间，股价暴跌，让人安耐不住要抄底的欲望。今日，聊聊直觉外科。国内的投资者，买的一般是苹果、谷歌等家喻户晓的大公司，但实际上，美股有很多细分行业的巨头，如直觉外科是手术机器人领域的王者。国内也有对标的企业，最相近的便是港股的微创机器人，科创板的天智航是骨科手术机器人，同属一个行业。直觉外科的主力产品是达芬奇手术机器人，主要用于前列腺癌手术、妇科手术等，单台出厂价约150万美元。直觉外科的商业模式被投资者称赞，手术机器人卖出后，医院需要不断的采购仪器和配件，根据2022年一季报，手术机器人系统卖了4.28亿美元，而仪器和配件的收入高达8.1亿美元。简单来说，手术机器人的销售是一锤子买卖，但配件和机器维护，是持续不断的收入来源，类似把剃须刀卖出之后，用户会不断的买刀片，是绝佳的商业模式之一。2022年一季度，每台手术，直觉外科的仪器和配件收入高达1870美元。目前，配件及维护收入占总收入的比重高达71%。今年一季度，直觉外科收入同比增长15%，略超市场预期，但股价还是无情大跌14%。为什么会这样？从商业模式及一季报表现来看，直觉外科的收入都极具确定性，虽然美敦力、微创机器人加入竞争，但产品刚刚上市，考虑到医疗器械有迭代属性，新竞争产品上市之初，很难媲美老牌玩家，尤其是手术机器人需要医生付出较多的学习时间。总的来说，直觉外科的护城河极其深厚。或正是因此，直觉外科的估值常年高于40PE：按照最近四个季度的利润计算，直觉外科的市盈率为55PE，处于最近10年来的高位区域。从历年估值走势来看，2013年时，直觉外科估值曾来到23PE，之后一路上涨，2","listText":"上周五，美股巨震，纳斯达克跌幅超2.5%。指数跌幅不小，但更惨的是医疗保健股，其中，连锁医院HCA日内暴跌22%、手术机器人之王直觉外科大跌14%！无论是HCA，还是直觉外科，这两家公司都是大牛股，2022年之前，股价涨不停、不停涨，而一夜之间，股价暴跌，让人安耐不住要抄底的欲望。今日，聊聊直觉外科。国内的投资者，买的一般是苹果、谷歌等家喻户晓的大公司，但实际上，美股有很多细分行业的巨头，如直觉外科是手术机器人领域的王者。国内也有对标的企业，最相近的便是港股的微创机器人，科创板的天智航是骨科手术机器人，同属一个行业。直觉外科的主力产品是达芬奇手术机器人，主要用于前列腺癌手术、妇科手术等，单台出厂价约150万美元。直觉外科的商业模式被投资者称赞，手术机器人卖出后，医院需要不断的采购仪器和配件，根据2022年一季报，手术机器人系统卖了4.28亿美元，而仪器和配件的收入高达8.1亿美元。简单来说，手术机器人的销售是一锤子买卖，但配件和机器维护，是持续不断的收入来源，类似把剃须刀卖出之后，用户会不断的买刀片，是绝佳的商业模式之一。2022年一季度，每台手术，直觉外科的仪器和配件收入高达1870美元。目前，配件及维护收入占总收入的比重高达71%。今年一季度，直觉外科收入同比增长15%，略超市场预期，但股价还是无情大跌14%。为什么会这样？从商业模式及一季报表现来看，直觉外科的收入都极具确定性，虽然美敦力、微创机器人加入竞争，但产品刚刚上市，考虑到医疗器械有迭代属性，新竞争产品上市之初，很难媲美老牌玩家，尤其是手术机器人需要医生付出较多的学习时间。总的来说，直觉外科的护城河极其深厚。或正是因此，直觉外科的估值常年高于40PE：按照最近四个季度的利润计算，直觉外科的市盈率为55PE，处于最近10年来的高位区域。从历年估值走势来看，2013年时，直觉外科估值曾来到23PE，之后一路上涨，2","text":"上周五，美股巨震，纳斯达克跌幅超2.5%。指数跌幅不小，但更惨的是医疗保健股，其中，连锁医院HCA日内暴跌22%、手术机器人之王直觉外科大跌14%！无论是HCA，还是直觉外科，这两家公司都是大牛股，2022年之前，股价涨不停、不停涨，而一夜之间，股价暴跌，让人安耐不住要抄底的欲望。今日，聊聊直觉外科。国内的投资者，买的一般是苹果、谷歌等家喻户晓的大公司，但实际上，美股有很多细分行业的巨头，如直觉外科是手术机器人领域的王者。国内也有对标的企业，最相近的便是港股的微创机器人，科创板的天智航是骨科手术机器人，同属一个行业。直觉外科的主力产品是达芬奇手术机器人，主要用于前列腺癌手术、妇科手术等，单台出厂价约150万美元。直觉外科的商业模式被投资者称赞，手术机器人卖出后，医院需要不断的采购仪器和配件，根据2022年一季报，手术机器人系统卖了4.28亿美元，而仪器和配件的收入高达8.1亿美元。简单来说，手术机器人的销售是一锤子买卖，但配件和机器维护，是持续不断的收入来源，类似把剃须刀卖出之后，用户会不断的买刀片，是绝佳的商业模式之一。2022年一季度，每台手术，直觉外科的仪器和配件收入高达1870美元。目前，配件及维护收入占总收入的比重高达71%。今年一季度，直觉外科收入同比增长15%，略超市场预期，但股价还是无情大跌14%。为什么会这样？从商业模式及一季报表现来看，直觉外科的收入都极具确定性，虽然美敦力、微创机器人加入竞争，但产品刚刚上市，考虑到医疗器械有迭代属性，新竞争产品上市之初，很难媲美老牌玩家，尤其是手术机器人需要医生付出较多的学习时间。总的来说，直觉外科的护城河极其深厚。或正是因此，直觉外科的估值常年高于40PE：按照最近四个季度的利润计算，直觉外科的市盈率为55PE，处于最近10年来的高位区域。从历年估值走势来看，2013年时，直觉外科估值曾来到23PE，之后一路上涨，2","images":[{"img":"https://static.tigerbbs.com/586e68defb4ddab2c2c306cd05fd94a3","width":"632","height":"319"},{"img":"https://static.tigerbbs.com/c5be5ab913794f48fd1244a32650abd3","width":"632","height":"285"},{"img":"https://static.tigerbbs.com/6bc98c3ded1646bcb93e0db5733383a1","width":"632","height":"310"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618359681","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611558103,"gmtCreate":1650551215588,"gmtModify":1650551215588,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>中概好难。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>中概好难。","text":"$蔚来(NIO)$中概好难。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611558103","isVote":1,"tweetType":1,"viewCount":3414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611558917,"gmtCreate":1650551181161,"gmtModify":1650551181161,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>留点币观望时机","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>留点币观望时机","text":"$微美全息(WIMI)$留点币观望时机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611558917","isVote":1,"tweetType":1,"viewCount":3174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613172617,"gmtCreate":1649773532238,"gmtModify":1649773532238,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>一波行情来了，打爆空头","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>一波行情来了，打爆空头","text":"$微美全息(WIMI)$一波行情来了，打爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613172617","isVote":1,"tweetType":1,"viewCount":3077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613176437,"gmtCreate":1649773478835,"gmtModify":1649773478835,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613176437","repostId":"619863359","repostType":1,"repost":{"id":619863359,"gmtCreate":1649200729887,"gmtModify":1649289121945,"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"摩根财团首席执行官","avatar":"https://static.tigerbbs.com/04b6773002f87ca1460bc1427e3bf007","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569968827736584","idStr":"3569968827736584"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>5亿美金+6倍杠杆明日拉升蔚来，目标+10%","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>5亿美金+6倍杠杆明日拉升蔚来，目标+10%","text":"$蔚来(NIO)$5亿美金+6倍杠杆明日拉升蔚来，目标+10%","images":[{"img":"https://static.tigerbbs.com/6469202fe74005a9e83708231dd0a5dd","width":"580","height":"1030"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619863359","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613152868,"gmtCreate":1649769370455,"gmtModify":1649769370455,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613152868","repostId":"613971963","repostType":1,"repost":{"id":613971963,"gmtCreate":1649682715851,"gmtModify":1649724057113,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【瓜分1000虎币】台积电股价涨跌大竞猜","htmlText":"参与涨跌大竞猜，精准预测台积电4月14日（周四）涨跌幅，就有机会瓜分1000虎币，我们还会选取评论区互动最高或者文采出众的虎友赠送老虎限量盲盒手办1个。 台积电将于美东时间4月14日周四盘前发布2021年第一季度财务业绩报告。根据彭博一致预期，台积电2022年第一季度营业收入4795亿新台币，同比增长2.66%；调整后净利润亏损1811亿新台币，同比增长5.75%；调整后EPS亏损29.458新台币，同比增长3.61% 作为半导体第一家发财报的公司，台积电总是备受关注。前不久，台积电官网公布了1季度销售额数据，根据数据显示，今年前三个月共营收4910.76亿新台币，折合约169.86亿美元，与去年同期相比增长35.5%。具体而言，台积电在今年一季度三个月的营收，分别为1721.76亿、1469.33亿和1719.67亿新台币，同比分别增长35.8%、37.9%和33.2%，延续了同比高速增长的势头。分析师表示，尽管第一季度是全球半导体行业的传统淡季，但由于高性能计算设备和汽车电子的强劲需求，台积电没有受到影响。 对于台积电本次财报你怎么看？欢迎大家参与台积电涨跌大竞猜，参与预测台积电4月14日（周四）涨跌幅就有机会参与瓜分1000虎币，除此之外，我们还会选取评论区互动最高或者文采出众的虎友赠送老虎限量盲盒手办1个。 【参与方式】 参与投票，如果你的选项正确即可与其他虎友一起参与瓜分1000虎币，即如果10个虎友猜对，则每人瓜分100虎币 评论区留言并转发聊聊你对台积电财报的看法，我们会选取评论区互动最高或者文采出众的虎友赠送老虎限量盲盒手办1个。 活动会持续到4月14日（周四）21点，欢迎大家参与!<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>","listText":"参与涨跌大竞猜，精准预测台积电4月14日（周四）涨跌幅，就有机会瓜分1000虎币，我们还会选取评论区互动最高或者文采出众的虎友赠送老虎限量盲盒手办1个。 台积电将于美东时间4月14日周四盘前发布2021年第一季度财务业绩报告。根据彭博一致预期，台积电2022年第一季度营业收入4795亿新台币，同比增长2.66%；调整后净利润亏损1811亿新台币，同比增长5.75%；调整后EPS亏损29.458新台币，同比增长3.61% 作为半导体第一家发财报的公司，台积电总是备受关注。前不久，台积电官网公布了1季度销售额数据，根据数据显示，今年前三个月共营收4910.76亿新台币，折合约169.86亿美元，与去年同期相比增长35.5%。具体而言，台积电在今年一季度三个月的营收，分别为1721.76亿、1469.33亿和1719.67亿新台币，同比分别增长35.8%、37.9%和33.2%，延续了同比高速增长的势头。分析师表示，尽管第一季度是全球半导体行业的传统淡季，但由于高性能计算设备和汽车电子的强劲需求，台积电没有受到影响。 对于台积电本次财报你怎么看？欢迎大家参与台积电涨跌大竞猜，参与预测台积电4月14日（周四）涨跌幅就有机会参与瓜分1000虎币，除此之外，我们还会选取评论区互动最高或者文采出众的虎友赠送老虎限量盲盒手办1个。 【参与方式】 参与投票，如果你的选项正确即可与其他虎友一起参与瓜分1000虎币，即如果10个虎友猜对，则每人瓜分100虎币 评论区留言并转发聊聊你对台积电财报的看法，我们会选取评论区互动最高或者文采出众的虎友赠送老虎限量盲盒手办1个。 活动会持续到4月14日（周四）21点，欢迎大家参与!<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>","text":"参与涨跌大竞猜，精准预测台积电4月14日（周四）涨跌幅，就有机会瓜分1000虎币，我们还会选取评论区互动最高或者文采出众的虎友赠送老虎限量盲盒手办1个。 台积电将于美东时间4月14日周四盘前发布2021年第一季度财务业绩报告。根据彭博一致预期，台积电2022年第一季度营业收入4795亿新台币，同比增长2.66%；调整后净利润亏损1811亿新台币，同比增长5.75%；调整后EPS亏损29.458新台币，同比增长3.61% 作为半导体第一家发财报的公司，台积电总是备受关注。前不久，台积电官网公布了1季度销售额数据，根据数据显示，今年前三个月共营收4910.76亿新台币，折合约169.86亿美元，与去年同期相比增长35.5%。具体而言，台积电在今年一季度三个月的营收，分别为1721.76亿、1469.33亿和1719.67亿新台币，同比分别增长35.8%、37.9%和33.2%，延续了同比高速增长的势头。分析师表示，尽管第一季度是全球半导体行业的传统淡季，但由于高性能计算设备和汽车电子的强劲需求，台积电没有受到影响。 对于台积电本次财报你怎么看？欢迎大家参与台积电涨跌大竞猜，参与预测台积电4月14日（周四）涨跌幅就有机会参与瓜分1000虎币，除此之外，我们还会选取评论区互动最高或者文采出众的虎友赠送老虎限量盲盒手办1个。 【参与方式】 参与投票，如果你的选项正确即可与其他虎友一起参与瓜分1000虎币，即如果10个虎友猜对，则每人瓜分100虎币 评论区留言并转发聊聊你对台积电财报的看法，我们会选取评论区互动最高或者文采出众的虎友赠送老虎限量盲盒手办1个。 活动会持续到4月14日（周四）21点，欢迎大家参与!$台积电(TSM)$","images":[{"img":"https://static.tigerbbs.com/6cf694f800f353f3f1ef2e8cd5fcdc2a","width":"1280","height":"421"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613971963","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1680,"gmtBegin":1649683139853,"gmtEnd":1649683086727,"type":1,"upper":1,"title":"台积电涨跌大竞猜","choices":[{"id":6204,"sort":1,"name":"涨（5%以上）","userSize":0,"voted":false},{"id":6205,"sort":2,"name":"平（-5%至5%）","userSize":0,"voted":false},{"id":6206,"sort":3,"name":"跌（-5%及以下）","userSize":0,"voted":false}]},"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613152353,"gmtCreate":1649769358574,"gmtModify":1649769358574,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>起来嗨","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>起来嗨","text":"$拼多多(PDD)$起来嗨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/613152353","isVote":1,"tweetType":1,"viewCount":2239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619673073,"gmtCreate":1649255485699,"gmtModify":1649255485699,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>趕快來喔！我們需要燃料啦！","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>趕快來喔！我們需要燃料啦！","text":"$微美全息(WIMI)$趕快來喔！我們需要燃料啦！","images":[{"img":"https://static.tigerbbs.com/6005b9972424f96f9e3c149312fe1a28","width":"2176","height":"1173"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619673073","isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":619679402,"gmtCreate":1649255445141,"gmtModify":1649255445141,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619679402","repostId":"610735852","repostType":1,"repost":{"id":610735852,"gmtCreate":1648777555434,"gmtModify":1744960805603,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【4月1日】三大股指均跌，创两年最差季度表现！今天买点啥","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 4月1日讯，港股全线低开，恒指跌1.38%，国指跌1.78%，恒生科技指数跌3.01%。 盘面上，隔夜中概股重挫，港股大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>跌近8%，美团、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>跌超4%，快手跌3.77%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>跌1.9%；重型机械股、体育用品股、乳制品股大跌居前，<a target=\"_blank\" href=\"https://laohu8.com/S/000951\">$中国重汽(000951)$</a>跌逾7%，银行股、汽车股、濠赌股、互联网医疗股、电力股等纷纷走低；另一方面，昨日大跌的烟草概念股反弹，<a target=\"_blank\" href=\"https://laohu8.com/S/00336\">$华宝国际(00336)$</a>涨2.5%，内房股与物管股继续分化。 美股市场 美股收跌！三大股指均跌超1.5% 美股周四收跌，科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>跌1.78%、<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>跌1.50%、","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 4月1日讯，港股全线低开，恒指跌1.38%，国指跌1.78%，恒生科技指数跌3.01%。 盘面上，隔夜中概股重挫，港股大型科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>跌近8%，美团、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>跌超4%，快手跌3.77%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>跌1.9%；重型机械股、体育用品股、乳制品股大跌居前，<a target=\"_blank\" href=\"https://laohu8.com/S/000951\">$中国重汽(000951)$</a>跌逾7%，银行股、汽车股、濠赌股、互联网医疗股、电力股等纷纷走低；另一方面，昨日大跌的烟草概念股反弹，<a target=\"_blank\" href=\"https://laohu8.com/S/00336\">$华宝国际(00336)$</a>涨2.5%，内房股与物管股继续分化。 美股市场 美股收跌！三大股指均跌超1.5% 美股周四收跌，科技股集体下跌，<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>跌1.78%、<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>跌1.50%、","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 4月1日讯，港股全线低开，恒指跌1.38%，国指跌1.78%，恒生科技指数跌3.01%。 盘面上，隔夜中概股重挫，港股大型科技股集体下跌，$百度(09888)$跌近8%，美团、$阿里巴巴(09988)$跌超4%，快手跌3.77%，$腾讯(00700)$跌1.9%；重型机械股、体育用品股、乳制品股大跌居前，$中国重汽(000951)$跌逾7%，银行股、汽车股、濠赌股、互联网医疗股、电力股等纷纷走低；另一方面，昨日大跌的烟草概念股反弹，$华宝国际(00336)$涨2.5%，内房股与物管股继续分化。 美股市场 美股收跌！三大股指均跌超1.5% 美股周四收跌，科技股集体下跌，$苹果(AAPL)$跌1.78%、$特斯拉(TSLA)$跌1.50%、","images":[{"img":"https://static.tigerbbs.com/8bfce3d08ff8913b502be7f90f01f7f4","width":"758","height":"1676"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610735852","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619320113,"gmtCreate":1649034413640,"gmtModify":1649034413640,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>等着再加一点，继续玩趋势。","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>等着再加一点，继续玩趋势。","text":"$微美全息(WIMI)$等着再加一点，继续玩趋势。","images":[{"img":"https://static.tigerbbs.com/c4a2ba2884560903230144f784ca1054","width":"1280","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619320113","isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":619320030,"gmtCreate":1649034263951,"gmtModify":1649034263951,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619320030","repostId":"610746891","repostType":1,"repost":{"id":610746891,"gmtCreate":1648800243027,"gmtModify":1648826430590,"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"212008496769156","idStr":"212008496769156"},"themes":[],"title":"最易上手的低门槛特斯拉期权组合策略","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 作为长期IV较高美股活跃标的之一，其期权的交易量也名列前茅。 在还未拆股之前，1000美金一股的股价，一手就要10万美金，也让很多投资者难以使用“备兑期权”（Covered&nbsp;&nbsp;Call或者Protective&nbsp;Put）来保护自己的仓位。而更多的小资金投资者只能建仓价外期权来博“小概率”事件。 单买期权容易损失权利金，单卖期权又有太高的风险敞口。 那对资金量不太大的投资者，可以选择一种简单的易上手的组合策略——“蝴蝶策略”（Butterfly）。它的最大特点是，由行权日相同周期的期权组合。 通常，我们在采用的差价策略（Vertical&nbsp;Spread）、日历策略（Calendar）都是在“多头期权Long”和“空头期权Short”比例相同的情况下建立的。但是蝴蝶策略并不是，它包括： 买入一份更价内的期权 卖出两份平价的期权 买入一份更价外的期权 同时，低价位和高价位的两张买入的期权与卖出的平价期权距离相同。 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 目前的价格为1077美元，我们选择到期日半个月至一个月之间的期权，比如， 买入1张，4月29日到期的，行权价为1050美元的CALL，价格为87.55美元；（单独购买需8755美元）<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020220429%201050.0%20CALL\">$TSLA&nbsp;20220429 1050.0 CALL$</a> 卖出2张，4月29日到期的，行权价为1080美元","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 作为长期IV较高美股活跃标的之一，其期权的交易量也名列前茅。 在还未拆股之前，1000美金一股的股价，一手就要10万美金，也让很多投资者难以使用“备兑期权”（Covered&nbsp;&nbsp;Call或者Protective&nbsp;Put）来保护自己的仓位。而更多的小资金投资者只能建仓价外期权来博“小概率”事件。 单买期权容易损失权利金，单卖期权又有太高的风险敞口。 那对资金量不太大的投资者，可以选择一种简单的易上手的组合策略——“蝴蝶策略”（Butterfly）。它的最大特点是，由行权日相同周期的期权组合。 通常，我们在采用的差价策略（Vertical&nbsp;Spread）、日历策略（Calendar）都是在“多头期权Long”和“空头期权Short”比例相同的情况下建立的。但是蝴蝶策略并不是，它包括： 买入一份更价内的期权 卖出两份平价的期权 买入一份更价外的期权 同时，低价位和高价位的两张买入的期权与卖出的平价期权距离相同。 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 目前的价格为1077美元，我们选择到期日半个月至一个月之间的期权，比如， 买入1张，4月29日到期的，行权价为1050美元的CALL，价格为87.55美元；（单独购买需8755美元）<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020220429%201050.0%20CALL\">$TSLA&nbsp;20220429 1050.0 CALL$</a> 卖出2张，4月29日到期的，行权价为1080美元","text":"$特斯拉(TSLA)$ 作为长期IV较高美股活跃标的之一，其期权的交易量也名列前茅。 在还未拆股之前，1000美金一股的股价，一手就要10万美金，也让很多投资者难以使用“备兑期权”（Covered Call或者Protective Put）来保护自己的仓位。而更多的小资金投资者只能建仓价外期权来博“小概率”事件。 单买期权容易损失权利金，单卖期权又有太高的风险敞口。 那对资金量不太大的投资者，可以选择一种简单的易上手的组合策略——“蝴蝶策略”（Butterfly）。它的最大特点是，由行权日相同周期的期权组合。 通常，我们在采用的差价策略（Vertical Spread）、日历策略（Calendar）都是在“多头期权Long”和“空头期权Short”比例相同的情况下建立的。但是蝴蝶策略并不是，它包括： 买入一份更价内的期权 卖出两份平价的期权 买入一份更价外的期权 同时，低价位和高价位的两张买入的期权与卖出的平价期权距离相同。 $特斯拉(TSLA)$ 目前的价格为1077美元，我们选择到期日半个月至一个月之间的期权，比如， 买入1张，4月29日到期的，行权价为1050美元的CALL，价格为87.55美元；（单独购买需8755美元）$TSLA 20220429 1050.0 CALL$ 卖出2张，4月29日到期的，行权价为1080美元","images":[{"img":"https://static.tigerbbs.com/bec2962c8bd8adab9839aeaaee519c68","width":"1170","height":"2163"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610746891","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1679,"gmtBegin":1648800473251,"gmtEnd":1651219657620,"type":1,"upper":1,"title":"你看好特斯拉接下来的走势吗？","choices":[{"id":6201,"sort":1,"name":"继续走高","userSize":63,"voted":false},{"id":6202,"sort":2,"name":"1000-1100震荡","userSize":50,"voted":false},{"id":6203,"sort":3,"name":"回落至1000美元以下","userSize":42,"voted":false}]},"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637519616,"gmtCreate":1648132272290,"gmtModify":1648132272290,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>与市场普遍观点不一样的逆向思考；多数事物都是周期性的。升跌平常心","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>与市场普遍观点不一样的逆向思考；多数事物都是周期性的。升跌平常心","text":"$微美全息(WIMI)$与市场普遍观点不一样的逆向思考；多数事物都是周期性的。升跌平常心","images":[{"img":"https://static.tigerbbs.com/b8d45afa74e3f33e3e4895880e0e8cd4","width":"690","height":"690"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637519616","isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":637519926,"gmtCreate":1648132229366,"gmtModify":1648132229366,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"与市场普遍观点不一样的逆向思考；多数事物都是周期性的。","listText":"与市场普遍观点不一样的逆向思考；多数事物都是周期性的。","text":"与市场普遍观点不一样的逆向思考；多数事物都是周期性的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637519926","repostId":"1135523647","repostType":4,"isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637510539,"gmtCreate":1648132150621,"gmtModify":1648132150621,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637510539","repostId":"637133538","repostType":1,"repost":{"id":637133538,"gmtCreate":1647941021933,"gmtModify":1647956974287,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"阿里VS京东VS拼多多：Q4财报谁更好？","htmlText":"昨晚，拼多多发布了四季报，至此，电商三巨头的业绩全部披露完毕。作为死对头，这三家公司的财报难免会被市场拿来做对比，从Q4数据来看，阿里死而不僵、京东势如破竹、拼多多一落千丈。这样的结局早已彰显在股价走势上，阿里从高点下跌68%、拼多多下跌81%，而京东只有43%。资本市场的有效性莫过于此。具体来看，在最重要的指标——营收增速上，阿里巴巴和拼多多断崖下跌，前者同比增速仅10%，后者直接拉胯至2.6%，唯有京东仍然高达23%。从历次季度增速上看，阿里和拼多多的断崖下跌更加触目惊心：其中，拼多多带给投资者的震撼是最大的。按规模，阿里和京东单季度营收规模在2000亿人民币左右，而拼多多只有272亿。从常识出发，规模小的理应成长速度更快，以往拼多多作为电商后起之秀，给投资者的印象便是如此。因此，拼多多营收增长速度断崖式骤降让人难以接受。仔细分析Q4财报，拼多多当季营收增速拉胯的主要原因是商品销售业务从2020年同期的53.6亿暴跌至0.82亿。该业务早在2021年三季度便下滑至0.82亿，由此来看，拼多多放弃了该业务。这项业务从2020年四季度亮相，本身的意义在于解决消费者尚未满足的需求，一旦商家可以提供，拼多多便会退场。因此，2021Q4整体营收拉胯，主要原因在于2020年同期基数太高。虽然情有可原，但去除商品销售，拼多多核心业务的增速也只有28%，无论是相比以往，还是对比京东，这样的成绩都算是暴雷。不同于阿里，拼多多的主要收入来自国内，从活跃买家数来看，Q4崩了。当季，拼多多年度活跃买家新增140万，而阿里是4300万，京东是1750万！阿里作为电商老大，活跃买家新增数量依然能高达4300万，一则是淘宝特价版对五环外用户的抢夺，二则是国际化，在Q4，国际新增活跃买家数高达1600万。京东新增1750万的背后是基数较低，Q4的年度活跃买家总数为5.7亿，远低于拼多多的8.7亿。从用","listText":"昨晚，拼多多发布了四季报，至此，电商三巨头的业绩全部披露完毕。作为死对头，这三家公司的财报难免会被市场拿来做对比，从Q4数据来看，阿里死而不僵、京东势如破竹、拼多多一落千丈。这样的结局早已彰显在股价走势上，阿里从高点下跌68%、拼多多下跌81%，而京东只有43%。资本市场的有效性莫过于此。具体来看，在最重要的指标——营收增速上，阿里巴巴和拼多多断崖下跌，前者同比增速仅10%，后者直接拉胯至2.6%，唯有京东仍然高达23%。从历次季度增速上看，阿里和拼多多的断崖下跌更加触目惊心：其中，拼多多带给投资者的震撼是最大的。按规模，阿里和京东单季度营收规模在2000亿人民币左右，而拼多多只有272亿。从常识出发，规模小的理应成长速度更快，以往拼多多作为电商后起之秀，给投资者的印象便是如此。因此，拼多多营收增长速度断崖式骤降让人难以接受。仔细分析Q4财报，拼多多当季营收增速拉胯的主要原因是商品销售业务从2020年同期的53.6亿暴跌至0.82亿。该业务早在2021年三季度便下滑至0.82亿，由此来看，拼多多放弃了该业务。这项业务从2020年四季度亮相，本身的意义在于解决消费者尚未满足的需求，一旦商家可以提供，拼多多便会退场。因此，2021Q4整体营收拉胯，主要原因在于2020年同期基数太高。虽然情有可原，但去除商品销售，拼多多核心业务的增速也只有28%，无论是相比以往，还是对比京东，这样的成绩都算是暴雷。不同于阿里，拼多多的主要收入来自国内，从活跃买家数来看，Q4崩了。当季，拼多多年度活跃买家新增140万，而阿里是4300万，京东是1750万！阿里作为电商老大，活跃买家新增数量依然能高达4300万，一则是淘宝特价版对五环外用户的抢夺，二则是国际化，在Q4，国际新增活跃买家数高达1600万。京东新增1750万的背后是基数较低，Q4的年度活跃买家总数为5.7亿，远低于拼多多的8.7亿。从用","text":"昨晚，拼多多发布了四季报，至此，电商三巨头的业绩全部披露完毕。作为死对头，这三家公司的财报难免会被市场拿来做对比，从Q4数据来看，阿里死而不僵、京东势如破竹、拼多多一落千丈。这样的结局早已彰显在股价走势上，阿里从高点下跌68%、拼多多下跌81%，而京东只有43%。资本市场的有效性莫过于此。具体来看，在最重要的指标——营收增速上，阿里巴巴和拼多多断崖下跌，前者同比增速仅10%，后者直接拉胯至2.6%，唯有京东仍然高达23%。从历次季度增速上看，阿里和拼多多的断崖下跌更加触目惊心：其中，拼多多带给投资者的震撼是最大的。按规模，阿里和京东单季度营收规模在2000亿人民币左右，而拼多多只有272亿。从常识出发，规模小的理应成长速度更快，以往拼多多作为电商后起之秀，给投资者的印象便是如此。因此，拼多多营收增长速度断崖式骤降让人难以接受。仔细分析Q4财报，拼多多当季营收增速拉胯的主要原因是商品销售业务从2020年同期的53.6亿暴跌至0.82亿。该业务早在2021年三季度便下滑至0.82亿，由此来看，拼多多放弃了该业务。这项业务从2020年四季度亮相，本身的意义在于解决消费者尚未满足的需求，一旦商家可以提供，拼多多便会退场。因此，2021Q4整体营收拉胯，主要原因在于2020年同期基数太高。虽然情有可原，但去除商品销售，拼多多核心业务的增速也只有28%，无论是相比以往，还是对比京东，这样的成绩都算是暴雷。不同于阿里，拼多多的主要收入来自国内，从活跃买家数来看，Q4崩了。当季，拼多多年度活跃买家新增140万，而阿里是4300万，京东是1750万！阿里作为电商老大，活跃买家新增数量依然能高达4300万，一则是淘宝特价版对五环外用户的抢夺，二则是国际化，在Q4，国际新增活跃买家数高达1600万。京东新增1750万的背后是基数较低，Q4的年度活跃买家总数为5.7亿，远低于拼多多的8.7亿。从用","images":[{"img":"https://static.tigerbbs.com/2dbcffbb270de7b5147923d5a956c8e2","width":"632","height":"338"},{"img":"https://static.tigerbbs.com/586d21338a396605193c303fd276a62f","width":"632","height":"316"},{"img":"https://static.tigerbbs.com/1b424856550f1fad0434944267ea1363","width":"632","height":"340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637133538","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637694654,"gmtCreate":1648032451277,"gmtModify":1648032451277,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098424088437210","idStr":"4098424088437210"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637694654","repostId":"637182124","repostType":1,"repost":{"id":637182124,"gmtCreate":1647953859996,"gmtModify":1648005940021,"author":{"id":"3480300888703096","authorId":"3480300888703096","name":"荒野侦探","avatar":"https://static.tigerbbs.com/676ca151c5979a45c1864347e2da198a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480300888703096","idStr":"3480300888703096"},"themes":[],"title":"巴菲特收购Alleghany：保守主义的惺惺相惜","htmlText":"&nbsp;收购消息传来，伯克希尔和Alleghany双双收涨。好的收购，大概就要是这种效果了。<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/Y\">$Alleghany Corp(Y)$</a> 股神本人发声说，密切关注这间企业60年。Alleghany成立于1929年，几乎和巴菲特同岁。 所以粗略推测下来，正是1962年巴菲特32岁的时候。 关于Alleghany 事实上，Alleghany的 现任CEO Joseph Brandon曾是伯克希尔旗下General Re的负责人。 Alleghany在财产险和再保险领域也占有核心地位，三大与保险相关的业务构成了 Alleghany的大部分。十年前收购了 Transatlantic Holdings，也称为 TransRe，TransRe提供全套再保险产品。RSUI集团承保批发专业保险，而 CapSpecialty则针对中小型企业市场，提供商业财产、意外伤害、忠诚、保证和专业保险等专业保险。 与伯克希尔一样，Alleghany也拥有非金融业务，使用其全资子公司Alleghany&nbsp;Capital来持有和管理这些业务。Alleghany Capital的资产包括机床专家 Precision Cutting Technologies、客户拖车和轨道车身制造商 RC Tway、结构钢制造商 WWSC Holdings、Wilbert Funeral Services以及零件和装配供应商 Piedm","listText":"&nbsp;收购消息传来，伯克希尔和Alleghany双双收涨。好的收购，大概就要是这种效果了。<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/Y\">$Alleghany Corp(Y)$</a> 股神本人发声说，密切关注这间企业60年。Alleghany成立于1929年，几乎和巴菲特同岁。 所以粗略推测下来，正是1962年巴菲特32岁的时候。 关于Alleghany 事实上，Alleghany的 现任CEO Joseph Brandon曾是伯克希尔旗下General Re的负责人。 Alleghany在财产险和再保险领域也占有核心地位，三大与保险相关的业务构成了 Alleghany的大部分。十年前收购了 Transatlantic Holdings，也称为 TransRe，TransRe提供全套再保险产品。RSUI集团承保批发专业保险，而 CapSpecialty则针对中小型企业市场，提供商业财产、意外伤害、忠诚、保证和专业保险等专业保险。 与伯克希尔一样，Alleghany也拥有非金融业务，使用其全资子公司Alleghany&nbsp;Capital来持有和管理这些业务。Alleghany Capital的资产包括机床专家 Precision Cutting Technologies、客户拖车和轨道车身制造商 RC Tway、结构钢制造商 WWSC Holdings、Wilbert Funeral Services以及零件和装配供应商 Piedm","text":"收购消息传来，伯克希尔和Alleghany双双收涨。好的收购，大概就要是这种效果了。$伯克希尔(BRK.A)$ $伯克希尔B(BRK.B)$ $Alleghany Corp(Y)$ 股神本人发声说，密切关注这间企业60年。Alleghany成立于1929年，几乎和巴菲特同岁。 所以粗略推测下来，正是1962年巴菲特32岁的时候。 关于Alleghany 事实上，Alleghany的 现任CEO Joseph Brandon曾是伯克希尔旗下General Re的负责人。 Alleghany在财产险和再保险领域也占有核心地位，三大与保险相关的业务构成了 Alleghany的大部分。十年前收购了 Transatlantic Holdings，也称为 TransRe，TransRe提供全套再保险产品。RSUI集团承保批发专业保险，而 CapSpecialty则针对中小型企业市场，提供商业财产、意外伤害、忠诚、保证和专业保险等专业保险。 与伯克希尔一样，Alleghany也拥有非金融业务，使用其全资子公司Alleghany Capital来持有和管理这些业务。Alleghany Capital的资产包括机床专家 Precision Cutting Technologies、客户拖车和轨道车身制造商 RC Tway、结构钢制造商 WWSC Holdings、Wilbert Funeral Services以及零件和装配供应商 Piedm","images":[{"img":"https://static.tigerbbs.com/0412763e8087669782633bd4b46b6d01","width":"1290","height":"753"},{"img":"https://static.tigerbbs.com/9ebfd6aade28dfaabb063b734e0934b6","width":"800","height":"420"},{"img":"https://static.tigerbbs.com/9f98a4922e809130c2ae20e6406520e8","width":"1072","height":"733"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637182124","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":608691149,"gmtCreate":1638701997653,"gmtModify":1638701997653,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098424088437210","authorIdStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来啊快快拉","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来啊快快拉","text":"$蔚来(NIO)$蔚来啊快快拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608691149","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611558103,"gmtCreate":1650551215588,"gmtModify":1650551215588,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098424088437210","authorIdStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>中概好难。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>中概好难。","text":"$蔚来(NIO)$中概好难。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611558103","isVote":1,"tweetType":1,"viewCount":3414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694464626,"gmtCreate":1642082660064,"gmtModify":1642082660064,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098424088437210","authorIdStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>goo","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>goo","text":"$蔚来(NIO)$goo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694464626","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854759052,"gmtCreate":1635486170809,"gmtModify":1635486170809,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098424088437210","authorIdStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>加油","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>加油","text":"$阿里巴巴(BABA)$加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854759052","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855075525,"gmtCreate":1635321156514,"gmtModify":1635321534224,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098424088437210","authorIdStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>飞","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>飞","text":"$亚马逊(AMZN)$飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855075525","isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613152353,"gmtCreate":1649769358574,"gmtModify":1649769358574,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098424088437210","authorIdStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>起来嗨","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>起来嗨","text":"$拼多多(PDD)$起来嗨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/613152353","isVote":1,"tweetType":1,"viewCount":2239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637979650,"gmtCreate":1647872223238,"gmtModify":1647872223238,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098424088437210","authorIdStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>咋了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>咋了","text":"$拼多多(PDD)$咋了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/637979650","isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697870511,"gmtCreate":1642419932486,"gmtModify":1642419932486,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098424088437210","authorIdStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>累啊","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>累啊","text":"$蔚来(NIO)$累啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697870511","isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699339143,"gmtCreate":1639747253437,"gmtModify":1639747253437,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098424088437210","authorIdStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>今晚无眠的夜，回升5个点起","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>今晚无眠的夜，回升5个点起","text":"$微美全息(WIMI)$今晚无眠的夜，回升5个点起","images":[{"img":"https://static.tigerbbs.com/4b45fb718fb91bb1b260d12e2b2b39b2","width":"500","height":"500"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699339143","isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854750729,"gmtCreate":1635486148803,"gmtModify":1635486148803,"author":{"id":"4098424088437210","authorId":"4098424088437210","name":"自由之路1998","avatar":"https://static.tigerbbs.com/6c097380e2ccca5cb3562f4329590e39","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098424088437210","authorIdStr":"4098424088437210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>上车了","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>上车了","text":"$微美全息(WIMI)$上车了","images":[{"img":"https://static.tigerbbs.com/d9b04aeabf03ec08f16e7d8c9a86521a","width":"553","height":"297"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854750729","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}