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蓝玉胡
2022-02-23
这样文章合为时而著作文题目是啥啊?
@大叔观点时间:聊聊蔚来金主-挪威主权基金的投资原则和策略
蓝玉胡
2022-02-21
这样文章合为时而著作文题目是啥时候呢?
@嘛嘛财商FQ:Palantir21Q4财报摘要;盘前下跌13%业绩怎么了?
蓝玉胡
2022-02-21
这样文章合为时而著作文题目是啥时候呢?
@Fitlou:
$Sea Ltd(SE)$
When is this nightmare gonna stop
蓝玉胡
2022-02-21
这样文章合为时而著作文题目是啥啊?
@Gentle麦克斯:A股今年走势推演
蓝玉胡
2022-02-20
这样文章合为时而著作文题目是啥啊?
@不二说价值:📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。📢 我会持续对优质公司进行估价,帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票,热门留言我会优先估价。$InMode Ltd.(INMD)$ $直觉外科公司(ISRG)$ $苹果(AAPL)$ $纳斯达克(.IXIC)$
蓝玉胡
2022-02-19
这样文章合为时而著作文题目是啥啊?
@springboot:
$特斯拉(TSLA)$
财报前的打折好机会,我知道现在买对于人性来讲,是抗拒的,但是特斯拉值得你这样做。
蓝玉胡
2022-02-17
这样文章合为时而著名额头晕眼花缭乱的时候呢么么哒?
@轻风扫落叶:静看二狗子装B
蓝玉胡
2022-02-17
这样文章合为时而著作文题目中午不错的时候走了。
@EdonEdon:俄罗斯撤军,原油黄金下挫,美元指数走高,恐慌情绪消散,股市一片红[龇牙]
$纳斯达克100指数(NDX)$
$标普500(.SPX)$
$SPDR黄金ETF(GLD)$
蓝玉胡
2022-02-16
这//
@没钱没闲
: 两年前看过类似的文章
抱歉,原内容已删除
蓝玉胡
2022-02-16
这样文章合为时而著作文题目是啥时候的嘛?
@俊世太保:谁在“百亿补贴”卖农货?
蓝玉胡
2022-02-16
依然爱你们不链接里一起来看流星雨呢?
@TigerObserver:⭐The Most Active Stocks in S&P 500 12/15
蓝玉胡
2022-02-14
文章合为时而著作文题目中间商店铺券后价值观察。
@美股投资网:【突发重大消息】美股大盘大跌2%,俄罗斯随时准备入侵乌克兰了,石油
$美国原油ETF(USO)$
冲高,英国要求其在乌克兰的公民离开这个国家
$标普500(.SPX)$
$纳斯达克(.IXIC)$
蓝玉胡
2022-02-14
这文章合为时而著作文题目是啥啊?
@美股投资网:美股投资者还没消化完高通胀,又一个重磅炸弹来袭!
蓝玉胡
2022-02-12
过来文帝国时代峰峻文蚕丝蛋白酶促反应慢点走路呢?
@Eldenminaj:Diageo-The Best Alcohol Sin Stock
蓝玉胡
2022-02-11
这样风景不错歌唱的时候还有一起来飛。//
@辉香杰
: 好玩
@小虎活动:加入滑雪夺金赛,赢最高2022美元股票代金券,还有限量版小虎盲盒等你拿!
蓝玉胡
2022-02-10
这文章不错作文题目是啥啊?
@小雄zZZ:[呆住]
蓝玉胡
2022-02-09
奸
@SCLOW:Chinese market regulators approve IPO of chip unit byd
蓝玉胡
2022-02-08
嗯
@走马财经:短视频将经历“天猫”化
蓝玉胡
2022-02-08
嗯
抱歉,原内容已删除
蓝玉胡
2022-02-08
妈//
@小虎说英股
: 这个文章关于三星真的不错[开心]
$苹果(AAPL)$
$谷歌A(GOOGL)$
$Meta Platforms(FB)$
$台积电(TSM)$
$ARK Innovation ETF(ARKK)$
@半导体行业观察:三星分享逻辑、DRAM和NAND未来十年的路线图
去老虎APP查看更多动态
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target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 的相关资料,发现它背后的一个主要资方:挪威主权基金。而且,近期主权财富基金国际论坛(IFSWF)发布报告显示挪威政府养老基金以1.34万亿美元的规模位居全球第一,堪称资本届的北欧巨人,而且这个巨人还重仓了中国,2020年中国股票投资市值为3205亿元,和2019年的2361亿元相比持仓市值增加了35.75%。最初的挪威主权基金也并不是巨人,就是想做个投资理财。因为北海的石油主要由挪威和英国拥有。对,也就是说,挪威四舍五入也算一个产油国。20世纪70年代,北海油田被大量开采,这些石油给挪威和英国都带来了大量的财富,特别是对挪威来说,近海石油工业成为国民经济的重要支柱。根据2005年的数据,显示占国家收入的三分之一,那么问题就来了,这么多钱,该怎么办?和英国私有跨国公司开采石油不同,挪威开采石油的公司是国企。这笔数额庞大的资金怎么运营就是个问题。而且石油作为一种不可再生资源,这笔钱显然不太可持续,而且在1990年挪威议会评估发现,来自石油领域的收入在未来10年利润将会逐渐下降。为了缓冲油价的波动对经济造成的影想,当年,挪威议会通过第39号法案,决定组建挪威石油基金(The Petroleum Fund of Norway),对这笔钱(油气产业的丰厚利润)进行投资。加之随着挪威人口老龄化趋势不断加深,挪威政府就把挪威石油基金纳入政府退休基金体系,并在2006年正式更名为挪威政府全球养老基金(the Government Pension Fund—Global,简称GPFG),也就是前文说的挪威主权基金。GPFG目前的资金来源还是石油和天然气领域产生的外汇盈余(包括公司税收和勘探牌照的收费等)。目前,这支基金主要由挪威央行下属的","listText":"最近在看蔚来汽车<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 的相关资料,发现它背后的一个主要资方:挪威主权基金。而且,近期主权财富基金国际论坛(IFSWF)发布报告显示挪威政府养老基金以1.34万亿美元的规模位居全球第一,堪称资本届的北欧巨人,而且这个巨人还重仓了中国,2020年中国股票投资市值为3205亿元,和2019年的2361亿元相比持仓市值增加了35.75%。最初的挪威主权基金也并不是巨人,就是想做个投资理财。因为北海的石油主要由挪威和英国拥有。对,也就是说,挪威四舍五入也算一个产油国。20世纪70年代,北海油田被大量开采,这些石油给挪威和英国都带来了大量的财富,特别是对挪威来说,近海石油工业成为国民经济的重要支柱。根据2005年的数据,显示占国家收入的三分之一,那么问题就来了,这么多钱,该怎么办?和英国私有跨国公司开采石油不同,挪威开采石油的公司是国企。这笔数额庞大的资金怎么运营就是个问题。而且石油作为一种不可再生资源,这笔钱显然不太可持续,而且在1990年挪威议会评估发现,来自石油领域的收入在未来10年利润将会逐渐下降。为了缓冲油价的波动对经济造成的影想,当年,挪威议会通过第39号法案,决定组建挪威石油基金(The Petroleum Fund of Norway),对这笔钱(油气产业的丰厚利润)进行投资。加之随着挪威人口老龄化趋势不断加深,挪威政府就把挪威石油基金纳入政府退休基金体系,并在2006年正式更名为挪威政府全球养老基金(the Government Pension Fund—Global,简称GPFG),也就是前文说的挪威主权基金。GPFG目前的资金来源还是石油和天然气领域产生的外汇盈余(包括公司税收和勘探牌照的收费等)。目前,这支基金主要由挪威央行下属的","text":"最近在看蔚来汽车$蔚来(NIO)$ 的相关资料,发现它背后的一个主要资方:挪威主权基金。而且,近期主权财富基金国际论坛(IFSWF)发布报告显示挪威政府养老基金以1.34万亿美元的规模位居全球第一,堪称资本届的北欧巨人,而且这个巨人还重仓了中国,2020年中国股票投资市值为3205亿元,和2019年的2361亿元相比持仓市值增加了35.75%。最初的挪威主权基金也并不是巨人,就是想做个投资理财。因为北海的石油主要由挪威和英国拥有。对,也就是说,挪威四舍五入也算一个产油国。20世纪70年代,北海油田被大量开采,这些石油给挪威和英国都带来了大量的财富,特别是对挪威来说,近海石油工业成为国民经济的重要支柱。根据2005年的数据,显示占国家收入的三分之一,那么问题就来了,这么多钱,该怎么办?和英国私有跨国公司开采石油不同,挪威开采石油的公司是国企。这笔数额庞大的资金怎么运营就是个问题。而且石油作为一种不可再生资源,这笔钱显然不太可持续,而且在1990年挪威议会评估发现,来自石油领域的收入在未来10年利润将会逐渐下降。为了缓冲油价的波动对经济造成的影想,当年,挪威议会通过第39号法案,决定组建挪威石油基金(The Petroleum Fund of Norway),对这笔钱(油气产业的丰厚利润)进行投资。加之随着挪威人口老龄化趋势不断加深,挪威政府就把挪威石油基金纳入政府退休基金体系,并在2006年正式更名为挪威政府全球养老基金(the Government Pension Fund—Global,简称GPFG),也就是前文说的挪威主权基金。GPFG目前的资金来源还是石油和天然气领域产生的外汇盈余(包括公司税收和勘探牌照的收费等)。目前,这支基金主要由挪威央行下属的","images":[{"img":"https://static.tigerbbs.com/ed0b5ac373e6c25e1d75c895b971cce0","width":"632","height":"269"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639121902","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638225713,"gmtCreate":1645393623998,"gmtModify":1645393623998,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这样文章合为时而著作文题目是啥时候呢?","listText":"这样文章合为时而著作文题目是啥时候呢?","text":"这样文章合为时而著作文题目是啥时候呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638225713","repostId":"638186423","repostType":1,"repost":{"id":638186423,"gmtCreate":1645133882753,"gmtModify":1744960790377,"author":{"id":"4091593935307080","authorId":"4091593935307080","name":"嘛嘛财商FQ","avatar":"https://static.tigerbbs.com/cb8231e23f8778bfd36df1d18dd5457c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091593935307080","idStr":"4091593935307080"},"themes":[],"title":"Palantir21Q4财报摘要;盘前下跌13%业绩怎么了?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> .(NYSE:PLTR)创立于2003年,总部位于美国加利福尼亚州帕罗奥图,是一家美国的软件和服务公司,以大数据分析出名,主要客户为政府机构和金融机构,最出名的案例是以大数据技术帮助美国军方成功定位和击毙基组织首脑本·拉登。Palantir的三大平台就包括:1.Palantir Gotham——Palantir的第一个平台旨在为政府机构,特别是国防和情报部门提供服务。 Gotham允许用户从不同的数据集中识别模式和独特见解。Gotham发现的信息使用户可以识别潜在的威胁或问题并采取相应的措施。 Gotham被反恐分析师用于美国情报界(USIC)和美国国防部的办公室,也被情报界以外的多个政府部门使用。2.Palantir Foundry——Foundry是Palantir旨在服务商业领域的平台。 它使组织可以集中,集成和分析数据。Foundry平台目前在广泛的行业中使用, 如摩根士丹利,默克公司,空中客车和菲亚特克莱斯勒汽车等公司等。3.Palantir Apollo——Apollo是一个连续的交付系统,旨在随时更新Gotham和Foundry。它还允许Gotham和Foundry在非典型环境中运行。虽然大多数SaaS产品只能部署在公共云中,但Palantir的SaaS可以部署在公共云、专用数据中心什至秘密网路中。这使得公司在高度监管的行业中占据优势。例如医疗保健机构和金融服务提供者,不能将某些数据存储在公共云中(例如患者或客户特定资讯),意味这些公司可能无法使用传统的SaaS产品,但是他们可以在现场部署Palantir的软件,Apollo平台仍然可以提供SaaS商业模式的所有好处。FY","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> .(NYSE:PLTR)创立于2003年,总部位于美国加利福尼亚州帕罗奥图,是一家美国的软件和服务公司,以大数据分析出名,主要客户为政府机构和金融机构,最出名的案例是以大数据技术帮助美国军方成功定位和击毙基组织首脑本·拉登。Palantir的三大平台就包括:1.Palantir Gotham——Palantir的第一个平台旨在为政府机构,特别是国防和情报部门提供服务。 Gotham允许用户从不同的数据集中识别模式和独特见解。Gotham发现的信息使用户可以识别潜在的威胁或问题并采取相应的措施。 Gotham被反恐分析师用于美国情报界(USIC)和美国国防部的办公室,也被情报界以外的多个政府部门使用。2.Palantir Foundry——Foundry是Palantir旨在服务商业领域的平台。 它使组织可以集中,集成和分析数据。Foundry平台目前在广泛的行业中使用, 如摩根士丹利,默克公司,空中客车和菲亚特克莱斯勒汽车等公司等。3.Palantir Apollo——Apollo是一个连续的交付系统,旨在随时更新Gotham和Foundry。它还允许Gotham和Foundry在非典型环境中运行。虽然大多数SaaS产品只能部署在公共云中,但Palantir的SaaS可以部署在公共云、专用数据中心什至秘密网路中。这使得公司在高度监管的行业中占据优势。例如医疗保健机构和金融服务提供者,不能将某些数据存储在公共云中(例如患者或客户特定资讯),意味这些公司可能无法使用传统的SaaS产品,但是他们可以在现场部署Palantir的软件,Apollo平台仍然可以提供SaaS商业模式的所有好处。FY","text":"$Palantir Technologies Inc.(PLTR)$ .(NYSE:PLTR)创立于2003年,总部位于美国加利福尼亚州帕罗奥图,是一家美国的软件和服务公司,以大数据分析出名,主要客户为政府机构和金融机构,最出名的案例是以大数据技术帮助美国军方成功定位和击毙基组织首脑本·拉登。Palantir的三大平台就包括:1.Palantir Gotham——Palantir的第一个平台旨在为政府机构,特别是国防和情报部门提供服务。 Gotham允许用户从不同的数据集中识别模式和独特见解。Gotham发现的信息使用户可以识别潜在的威胁或问题并采取相应的措施。 Gotham被反恐分析师用于美国情报界(USIC)和美国国防部的办公室,也被情报界以外的多个政府部门使用。2.Palantir Foundry——Foundry是Palantir旨在服务商业领域的平台。 它使组织可以集中,集成和分析数据。Foundry平台目前在广泛的行业中使用, 如摩根士丹利,默克公司,空中客车和菲亚特克莱斯勒汽车等公司等。3.Palantir Apollo——Apollo是一个连续的交付系统,旨在随时更新Gotham和Foundry。它还允许Gotham和Foundry在非典型环境中运行。虽然大多数SaaS产品只能部署在公共云中,但Palantir的SaaS可以部署在公共云、专用数据中心什至秘密网路中。这使得公司在高度监管的行业中占据优势。例如医疗保健机构和金融服务提供者,不能将某些数据存储在公共云中(例如患者或客户特定资讯),意味这些公司可能无法使用传统的SaaS产品,但是他们可以在现场部署Palantir的软件,Apollo平台仍然可以提供SaaS商业模式的所有好处。FY","images":[{"img":"https://static.tigerbbs.com/1fed5597b1c682f7b15ae37b16c97201","width":"632","height":"253"},{"img":"https://static.tigerbbs.com/1fed5597b1c682f7b15ae37b16c97201","width":"632","height":"253"},{"img":"https://static.tigerbbs.com/1e0ececda2c722f8c83b8b2095b3bb1c","width":"632","height":"271"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638186423","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638225410,"gmtCreate":1645393552970,"gmtModify":1645393552970,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这样文章合为时而著作文题目是啥时候呢?","listText":"这样文章合为时而著作文题目是啥时候呢?","text":"这样文章合为时而著作文题目是啥时候呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638225410","repostId":"638876134","repostType":1,"repost":{"id":638876134,"gmtCreate":1645194533860,"gmtModify":1645233224029,"author":{"id":"3574767968227430","authorId":"3574767968227430","name":"Fitlou","avatar":"https://static.tigerbbs.com/ecc79f58d29b2455986e5e594384c678","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574767968227430","idStr":"3574767968227430"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>When is this nightmare gonna stop","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>When is this nightmare gonna stop","text":"$Sea Ltd(SE)$When is this nightmare gonna stop","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638876134","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638225558,"gmtCreate":1645393490065,"gmtModify":1645393490065,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这样文章合为时而著作文题目是啥啊?","listText":"这样文章合为时而著作文题目是啥啊?","text":"这样文章合为时而著作文题目是啥啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638225558","repostId":"638367966","repostType":1,"repost":{"id":638367966,"gmtCreate":1645087187548,"gmtModify":1645393490419,"author":{"id":"236893819455216","authorId":"236893819455216","name":"Gentle麦克斯","avatar":"https://static.tigerbbs.com/6b4fb5bfe7e696b8a12af76d618e75a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"236893819455216","idStr":"236893819455216"},"themes":[],"title":"A股今年走势推演","htmlText":"对于 2022开年以来A 股大盘剧烈波动的原因,我总结了 4 个理由。第一个原因可能占 60%以上的权重:过去三年市场风格过于极致,成长风格表现突出,基金收益颇丰,均值回归是市场的必然规律;二是市场风向朝“保增长”发生了预期转变,但对应板块缺乏系统性行情;三是美股和港股等外围股市表现不佳,对 A 股造成了一定的影响;四是当下市场缺乏蕴藏大机会的赛道和潜在牛股。第一,过往几年市场风格演绎的过于极致,极致的回报就会有一个均值回归修正性的行情发生。这种修正幅度可大可小、时间可长可短。价值投资者在过去三年饱受摧残,从投资基金经理的角度看,其实是坚守了价值投资的理念,只不过与市场风格无法匹配,从投资的角度实际是没有任何问题的,这就是 A 股的偏好而已。均值回归的现象在以前也发生过,去年年初 A 股市场出现了一轮较大的波动,实际上就是均值回归的力量在起作用。这两年的成长赛道,尤其新能源赛道发展的非常好,对应收益也很高,去年算是电动车真正的“元年”,但在一季度对应板块表现的非常差,并不是因为基本面或自身有什么问题,而正是由于均值回归的修正。其次,市场风向朝“保增长”发生了预期转变,但对应板块缺乏系统性行情。有一个通常的现象,当与一个市场较热的板块不太相关、甚至属于对立的板块出现机会后,抱团板块往往就会形成松动。例如 2009 年,在“保增长”下,市场认为地产板块见底,大市值的金融和周期类股票出现机会。当资金注入了这些板块,就会影响持有成长性赛道股票的投资者情绪,进而尝试切换风格,致使热门赛道股的下跌。疫情以来,整体经济增长的压力还是很大,中央政府再次提出“保增长”,且相信国家有相当的能力实现它。但是本轮“保增长”下,金融地产类股票又缺乏系统性行情的条件,涨幅都不大,就进而导致了整个指数的下跌。第三,外围股市,尤其是美股和港股表现不佳。美股的行情总是让人担心,因为过往十余年涨幅巨大,且估值","listText":"对于 2022开年以来A 股大盘剧烈波动的原因,我总结了 4 个理由。第一个原因可能占 60%以上的权重:过去三年市场风格过于极致,成长风格表现突出,基金收益颇丰,均值回归是市场的必然规律;二是市场风向朝“保增长”发生了预期转变,但对应板块缺乏系统性行情;三是美股和港股等外围股市表现不佳,对 A 股造成了一定的影响;四是当下市场缺乏蕴藏大机会的赛道和潜在牛股。第一,过往几年市场风格演绎的过于极致,极致的回报就会有一个均值回归修正性的行情发生。这种修正幅度可大可小、时间可长可短。价值投资者在过去三年饱受摧残,从投资基金经理的角度看,其实是坚守了价值投资的理念,只不过与市场风格无法匹配,从投资的角度实际是没有任何问题的,这就是 A 股的偏好而已。均值回归的现象在以前也发生过,去年年初 A 股市场出现了一轮较大的波动,实际上就是均值回归的力量在起作用。这两年的成长赛道,尤其新能源赛道发展的非常好,对应收益也很高,去年算是电动车真正的“元年”,但在一季度对应板块表现的非常差,并不是因为基本面或自身有什么问题,而正是由于均值回归的修正。其次,市场风向朝“保增长”发生了预期转变,但对应板块缺乏系统性行情。有一个通常的现象,当与一个市场较热的板块不太相关、甚至属于对立的板块出现机会后,抱团板块往往就会形成松动。例如 2009 年,在“保增长”下,市场认为地产板块见底,大市值的金融和周期类股票出现机会。当资金注入了这些板块,就会影响持有成长性赛道股票的投资者情绪,进而尝试切换风格,致使热门赛道股的下跌。疫情以来,整体经济增长的压力还是很大,中央政府再次提出“保增长”,且相信国家有相当的能力实现它。但是本轮“保增长”下,金融地产类股票又缺乏系统性行情的条件,涨幅都不大,就进而导致了整个指数的下跌。第三,外围股市,尤其是美股和港股表现不佳。美股的行情总是让人担心,因为过往十余年涨幅巨大,且估值","text":"对于 2022开年以来A 股大盘剧烈波动的原因,我总结了 4 个理由。第一个原因可能占 60%以上的权重:过去三年市场风格过于极致,成长风格表现突出,基金收益颇丰,均值回归是市场的必然规律;二是市场风向朝“保增长”发生了预期转变,但对应板块缺乏系统性行情;三是美股和港股等外围股市表现不佳,对 A 股造成了一定的影响;四是当下市场缺乏蕴藏大机会的赛道和潜在牛股。第一,过往几年市场风格演绎的过于极致,极致的回报就会有一个均值回归修正性的行情发生。这种修正幅度可大可小、时间可长可短。价值投资者在过去三年饱受摧残,从投资基金经理的角度看,其实是坚守了价值投资的理念,只不过与市场风格无法匹配,从投资的角度实际是没有任何问题的,这就是 A 股的偏好而已。均值回归的现象在以前也发生过,去年年初 A 股市场出现了一轮较大的波动,实际上就是均值回归的力量在起作用。这两年的成长赛道,尤其新能源赛道发展的非常好,对应收益也很高,去年算是电动车真正的“元年”,但在一季度对应板块表现的非常差,并不是因为基本面或自身有什么问题,而正是由于均值回归的修正。其次,市场风向朝“保增长”发生了预期转变,但对应板块缺乏系统性行情。有一个通常的现象,当与一个市场较热的板块不太相关、甚至属于对立的板块出现机会后,抱团板块往往就会形成松动。例如 2009 年,在“保增长”下,市场认为地产板块见底,大市值的金融和周期类股票出现机会。当资金注入了这些板块,就会影响持有成长性赛道股票的投资者情绪,进而尝试切换风格,致使热门赛道股的下跌。疫情以来,整体经济增长的压力还是很大,中央政府再次提出“保增长”,且相信国家有相当的能力实现它。但是本轮“保增长”下,金融地产类股票又缺乏系统性行情的条件,涨幅都不大,就进而导致了整个指数的下跌。第三,外围股市,尤其是美股和港股表现不佳。美股的行情总是让人担心,因为过往十余年涨幅巨大,且估值","images":[{"img":"https://static.tigerbbs.com/b46514c13fea237548653dfff4d41397","width":"580","height":"324"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638367966","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638206831,"gmtCreate":1645313193457,"gmtModify":1645313193457,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这样文章合为时而著作文题目是啥啊?","listText":"这样文章合为时而著作文题目是啥啊?","text":"这样文章合为时而著作文题目是啥啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638206831","repostId":"631053172","repostType":1,"repost":{"id":631053172,"gmtCreate":1644397866665,"gmtModify":1644399349743,"author":{"id":"3545995761422355","authorId":"3545995761422355","name":"不二说价值","avatar":"https://static.tigerbbs.com/56fa489972246881ba23cfecebfd4c45","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545995761422355","idStr":"3545995761422355"},"themes":[],"title":"我唯一抄底的成长股!一月的下跌,让我苦等一年后终于买到了它!","htmlText":"\n \n \n 📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。📢 我会持续对优质公司进行估价,帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票,热门留言我会优先估价。<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ISRG\">$直觉外科公司(ISRG)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> \n \n","listText":"📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。📢 我会持续对优质公司进行估价,帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票,热门留言我会优先估价。<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ISRG\">$直觉外科公司(ISRG)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> ","text":"📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。📢 我会持续对优质公司进行估价,帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票,热门留言我会优先估价。$InMode Ltd.(INMD)$ $直觉外科公司(ISRG)$ $苹果(AAPL)$ $纳斯达克(.IXIC)$","images":[{"img":"https://static.tigerbbs.com/458c0e8ec3691a5f3dcfd6066e9866c8","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631053172","isVote":1,"tweetType":2,"object":{"id":"3f555963b2474b058e9c29c1e359ad10","tweetId":"631053172","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/30218f96387702295821582237/v.f30.mp4","poster":"https://static.tigerbbs.com/458c0e8ec3691a5f3dcfd6066e9866c8"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638632338,"gmtCreate":1645221026571,"gmtModify":1645221026571,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这样文章合为时而著作文题目是啥啊?","listText":"这样文章合为时而著作文题目是啥啊?","text":"这样文章合为时而著作文题目是啥啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638632338","repostId":"630861839","repostType":1,"repost":{"id":630861839,"gmtCreate":1642776465743,"gmtModify":1642776465743,"author":{"id":"30910413546816","authorId":"30910413546816","name":"springboot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"30910413546816","idStr":"30910413546816"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 财报前的打折好机会,我知道现在买对于人性来讲,是抗拒的,但是特斯拉值得你这样做。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 财报前的打折好机会,我知道现在买对于人性来讲,是抗拒的,但是特斯拉值得你这样做。","text":"$特斯拉(TSLA)$ 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$纳斯达克100指数(NDX)$$标普500(.SPX)$$SPDR黄金ETF(GLD)$","images":[{"img":"https://static.tigerbbs.com/b03092c0cd174ab09bcf77c7f3de6687","width":"4032","height":"3024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631722764","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631757376,"gmtCreate":1644963452102,"gmtModify":1644963452102,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这//<a href=\"https://laohu8.com/U/3495188029450948\">@没钱没闲</a>: 两年前看过类似的文章","listText":"这//<a href=\"https://laohu8.com/U/3495188029450948\">@没钱没闲</a>: 两年前看过类似的文章","text":"这//@没钱没闲: 两年前看过类似的文章","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631757376","repostId":"1126133701","repostType":4,"isVote":1,"tweetType":1,"viewCount":4084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631757910,"gmtCreate":1644963420606,"gmtModify":1644963420606,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这样文章合为时而著作文题目是啥时候的嘛?","listText":"这样文章合为时而著作文题目是啥时候的嘛?","text":"这样文章合为时而著作文题目是啥时候的嘛?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631757910","repostId":"607991695","repostType":1,"repost":{"id":607991695,"gmtCreate":1639469034437,"gmtModify":1710139652537,"author":{"id":"3442538327145139","authorId":"3442538327145139","name":"俊世太保","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3442538327145139","idStr":"3442538327145139"},"themes":[],"title":"谁在“百亿补贴”卖农货?","htmlText":"“拼多多对农产品的支持还是非常有意义的,准备再次风投一下”,就在中概股继续下跌之际,知名投资人段永平罕见出手抄底,而拼多多的股价也“立竿见影”,12月7日反弹涨12.53%,领涨中概互联网股票。事实上,从年初的“年货节”开始,到刚刚过去的双十一,拼多多始终走在补贴农产品的道路上,而最近启动的12.12“全民真香节”则透露出一个信号,拼多多农产品补贴的思路正在发生着改变。“真香节”去伪存真,拼多多的补贴新思路持续了12年的双11购物狂潮,在今年这个第13个年头似乎遇冷,不仅是各家平台“低调”报战报,前两年刷屏网络、明星云集的各地卫视双11晚会在今年几乎都消失在社交网络。数据增长背后隐藏着连年增长率持续下降的内忧,“13岁”的双11看起来已经疲态。经历了众多电商平台造节的洗礼,消费者早已对电商造节逐渐麻木,态度也开始趋于冷静。本质上,电商造节这场消费游戏的需求动力除了部分真实需求外,大部分其实是被设计出来的“需求泡沫”,电商节并没有在产品和用户的真实需求间建立关系。所谓“真香”,原本用于形容在短时间内对新事物从拒绝到接受的转变过程。拼多多的“真香”好货是什么?“真”,对农货而言是产地直发,对国货来说则是正品保障;而“香”对农货的要求是既好吃又健康,对国货则意味着简单可获得。百亿补贴作为拼多多平台流量抓手之一,对品质商家给予的最大补贴,其实是用户流量、是品牌增量、是价格优势,这种补贴并非是外在的拔苗助长式的提升,而是对商家农户长远的、核心竞争力的培养,同时也是用户能够直达实惠好货的最快路径。农产品的产业升级,最大的农产品上行平台事实上,这并非拼多多首次推出“真香节”。去年暑期消费旺季,拼多多就推出了“真香节”,筛选出平台商品评价中“真香”词频最高的品牌好货进行补贴,而今年的“全民真香节”则侧重于农产品,这也消费者普遍认为拼多多真香的主要原因。销售初级农产品,利润低,早已成为商家们","listText":"“拼多多对农产品的支持还是非常有意义的,准备再次风投一下”,就在中概股继续下跌之际,知名投资人段永平罕见出手抄底,而拼多多的股价也“立竿见影”,12月7日反弹涨12.53%,领涨中概互联网股票。事实上,从年初的“年货节”开始,到刚刚过去的双十一,拼多多始终走在补贴农产品的道路上,而最近启动的12.12“全民真香节”则透露出一个信号,拼多多农产品补贴的思路正在发生着改变。“真香节”去伪存真,拼多多的补贴新思路持续了12年的双11购物狂潮,在今年这个第13个年头似乎遇冷,不仅是各家平台“低调”报战报,前两年刷屏网络、明星云集的各地卫视双11晚会在今年几乎都消失在社交网络。数据增长背后隐藏着连年增长率持续下降的内忧,“13岁”的双11看起来已经疲态。经历了众多电商平台造节的洗礼,消费者早已对电商造节逐渐麻木,态度也开始趋于冷静。本质上,电商造节这场消费游戏的需求动力除了部分真实需求外,大部分其实是被设计出来的“需求泡沫”,电商节并没有在产品和用户的真实需求间建立关系。所谓“真香”,原本用于形容在短时间内对新事物从拒绝到接受的转变过程。拼多多的“真香”好货是什么?“真”,对农货而言是产地直发,对国货来说则是正品保障;而“香”对农货的要求是既好吃又健康,对国货则意味着简单可获得。百亿补贴作为拼多多平台流量抓手之一,对品质商家给予的最大补贴,其实是用户流量、是品牌增量、是价格优势,这种补贴并非是外在的拔苗助长式的提升,而是对商家农户长远的、核心竞争力的培养,同时也是用户能够直达实惠好货的最快路径。农产品的产业升级,最大的农产品上行平台事实上,这并非拼多多首次推出“真香节”。去年暑期消费旺季,拼多多就推出了“真香节”,筛选出平台商品评价中“真香”词频最高的品牌好货进行补贴,而今年的“全民真香节”则侧重于农产品,这也消费者普遍认为拼多多真香的主要原因。销售初级农产品,利润低,早已成为商家们","text":"“拼多多对农产品的支持还是非常有意义的,准备再次风投一下”,就在中概股继续下跌之际,知名投资人段永平罕见出手抄底,而拼多多的股价也“立竿见影”,12月7日反弹涨12.53%,领涨中概互联网股票。事实上,从年初的“年货节”开始,到刚刚过去的双十一,拼多多始终走在补贴农产品的道路上,而最近启动的12.12“全民真香节”则透露出一个信号,拼多多农产品补贴的思路正在发生着改变。“真香节”去伪存真,拼多多的补贴新思路持续了12年的双11购物狂潮,在今年这个第13个年头似乎遇冷,不仅是各家平台“低调”报战报,前两年刷屏网络、明星云集的各地卫视双11晚会在今年几乎都消失在社交网络。数据增长背后隐藏着连年增长率持续下降的内忧,“13岁”的双11看起来已经疲态。经历了众多电商平台造节的洗礼,消费者早已对电商造节逐渐麻木,态度也开始趋于冷静。本质上,电商造节这场消费游戏的需求动力除了部分真实需求外,大部分其实是被设计出来的“需求泡沫”,电商节并没有在产品和用户的真实需求间建立关系。所谓“真香”,原本用于形容在短时间内对新事物从拒绝到接受的转变过程。拼多多的“真香”好货是什么?“真”,对农货而言是产地直发,对国货来说则是正品保障;而“香”对农货的要求是既好吃又健康,对国货则意味着简单可获得。百亿补贴作为拼多多平台流量抓手之一,对品质商家给予的最大补贴,其实是用户流量、是品牌增量、是价格优势,这种补贴并非是外在的拔苗助长式的提升,而是对商家农户长远的、核心竞争力的培养,同时也是用户能够直达实惠好货的最快路径。农产品的产业升级,最大的农产品上行平台事实上,这并非拼多多首次推出“真香节”。去年暑期消费旺季,拼多多就推出了“真香节”,筛选出平台商品评价中“真香”词频最高的品牌好货进行补贴,而今年的“全民真香节”则侧重于农产品,这也消费者普遍认为拼多多真香的主要原因。销售初级农产品,利润低,早已成为商家们","images":[{"img":"https://static.tigerbbs.com/a72783c9a1f1ac73665d73914508d59b"},{"img":"https://static.tigerbbs.com/fd85fa45211c14a6093ba591fbd26c10"},{"img":"https://static.tigerbbs.com/c43e7c1abb0456648513a40c898efaff"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607991695","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631757050,"gmtCreate":1644963368799,"gmtModify":1644963368799,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"依然爱你们不链接里一起来看流星雨呢?","listText":"依然爱你们不链接里一起来看流星雨呢?","text":"依然爱你们不链接里一起来看流星雨呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/po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Most Active Stocks in S&P 500 12/15","htmlText":"Hey Tigers! Let's look at which stocks are the most active in the past 24 hours: Adobe dipped a quick 6.6% after JPMorgan Chase’s Sterling Auty downgraded the stock to neutral with a $680 price target. <a href=\"https://laohu8.com/S/CNC\">$Centene(CNC)$</a> <a href=\"https://laohu8.com/S/CMA\">$Comerica(CMA)$</a> <a href=\"https://laohu8.com/S/CHTR\">$Charter(CHTR)$</a> <a href=\"https://laohu8.com/S/NUE\">$Nucor(NUE)$</a> <a href=\"https://laohu8.com/S/DFS\">$Discover(DFS)$</a> <a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a> <a href=\"https://laohu8.com/S/ENPH\">$Enphase Energy(ENPH)$</a> <a href=\"https://laohu8.com/S/MSCI\">$MSCI Inc(MSCI)$</a> <a href=\"https://laohu8.com/S/FTNT\">$Fortinet(FTNT)$</a>","listText":"Hey Tigers! Let's look at which stocks are the most active in the past 24 hours: Adobe dipped a quick 6.6% after JPMorgan Chase’s Sterling Auty downgraded the stock to neutral with a $680 price target. <a href=\"https://laohu8.com/S/CNC\">$Centene(CNC)$</a> <a href=\"https://laohu8.com/S/CMA\">$Comerica(CMA)$</a> <a href=\"https://laohu8.com/S/CHTR\">$Charter(CHTR)$</a> <a href=\"https://laohu8.com/S/NUE\">$Nucor(NUE)$</a> <a href=\"https://laohu8.com/S/DFS\">$Discover(DFS)$</a> <a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a> <a href=\"https://laohu8.com/S/ENPH\">$Enphase Energy(ENPH)$</a> <a href=\"https://laohu8.com/S/MSCI\">$MSCI Inc(MSCI)$</a> <a href=\"https://laohu8.com/S/FTNT\">$Fortinet(FTNT)$</a>","text":"Hey Tigers! Let's look at which stocks are the most active in the past 24 hours: Adobe dipped a quick 6.6% after JPMorgan Chase’s Sterling Auty downgraded the stock to neutral with a $680 price target. $Centene(CNC)$ $Comerica(CMA)$ $Charter(CHTR)$ $Nucor(NUE)$ $Discover(DFS)$ $Adobe(ADBE)$ $Enphase Energy(ENPH)$ $MSCI Inc(MSCI)$ $Fortinet(FTNT)$","images":[{"img":"https://static.tigerbbs.com/350f571dc5780a7b61d6f3952f920b45","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607672983","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631283034,"gmtCreate":1644770670669,"gmtModify":1644770670669,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"文章合为时而著作文题目中间商店铺券后价值观察。","listText":"文章合为时而著作文题目中间商店铺券后价值观察。","text":"文章合为时而著作文题目中间商店铺券后价值观察。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631283034","repostId":"631871349","repostType":1,"repost":{"id":631871349,"gmtCreate":1644606720995,"gmtModify":1644615904352,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478213283465426","idStr":"3478213283465426"},"themes":[],"title":"","htmlText":"【突发重大消息】美股大盘大跌2%,俄罗斯随时准备入侵乌克兰了,石油 <a target=\"_blank\" href=\"https://laohu8.com/S/USO\">$美国原油ETF(USO)$</a> 冲高,英国要求其在乌克兰的公民离开这个国家 <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>","listText":"【突发重大消息】美股大盘大跌2%,俄罗斯随时准备入侵乌克兰了,石油 <a target=\"_blank\" href=\"https://laohu8.com/S/USO\">$美国原油ETF(USO)$</a> 冲高,英国要求其在乌克兰的公民离开这个国家 <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>","text":"【突发重大消息】美股大盘大跌2%,俄罗斯随时准备入侵乌克兰了,石油 $美国原油ETF(USO)$ 冲高,英国要求其在乌克兰的公民离开这个国家 $标普500(.SPX)$ $纳斯达克(.IXIC)$","images":[{"img":"https://static.tigerbbs.com/0958538ce649d917e4fc7d800722d9b4","width":"723","height":"384"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631871349","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631289715,"gmtCreate":1644770619556,"gmtModify":1644770619556,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这文章合为时而著作文题目是啥啊?","listText":"这文章合为时而著作文题目是啥啊?","text":"这文章合为时而著作文题目是啥啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631289715","repostId":"631633376","repostType":1,"repost":{"id":631633376,"gmtCreate":1644632016837,"gmtModify":1644825083230,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478213283465426","idStr":"3478213283465426"},"themes":[],"title":"美股投资者还没消化完高通胀,又一个重磅炸弹来袭!","htmlText":"周五美股三大指数再度暴跌,以科技股为主的<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>下跌2.78% ,至13,791.15点; <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 下跌1.9%,<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 下跌超500点,跌幅1.43%。原因是投资者抛售股票等高风险资产,原因是盘中多家美国媒体报道,拜登警告在乌美国人立刻离开,称乌克兰“情况可能很快变得疯狂”,冲突升级的迹象“令人不安”,但拜登对在乌克兰注册的美国人数量一直守口如瓶,;欧盟也开始撤离在乌克兰的非必要工作人员。美国不确定俄罗斯普京是否做出了入.侵.乌克兰的最终决定。但“这很可能很快就会发生,”乌克兰消息传出后,一些国防类股走高。诺斯罗普·格鲁曼公司(NOC)股价上涨4.5%。洛克希德马丁公司(LMT)增加了2.8%。这样的紧张使油价飙升,布伦特原油自2014年以来首次飙升至每桶95美元,西德克萨斯中质原油期货上涨4%。能源类股随着油价走高,Diamondback Energy(FANG)上涨近4%,Devon Energy上涨3.6%。埃克森美孚和康菲石油股价分别上涨2.5%和2.3%。石油类指数ETF 集体走高, USO OIL GUSH在债券市场,乌克兰消息传出后,美国国债收益率下跌。周四,10年期国债收益率自2019年以来首次突破2%,周五回落至1.92%左右。收益率与价格走势相反。本周债券市场的波动始于周四高于预期的通胀数据,这促使美国圣路易斯联","listText":"周五美股三大指数再度暴跌,以科技股为主的<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>下跌2.78% ,至13,791.15点; <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 下跌1.9%,<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 下跌超500点,跌幅1.43%。原因是投资者抛售股票等高风险资产,原因是盘中多家美国媒体报道,拜登警告在乌美国人立刻离开,称乌克兰“情况可能很快变得疯狂”,冲突升级的迹象“令人不安”,但拜登对在乌克兰注册的美国人数量一直守口如瓶,;欧盟也开始撤离在乌克兰的非必要工作人员。美国不确定俄罗斯普京是否做出了入.侵.乌克兰的最终决定。但“这很可能很快就会发生,”乌克兰消息传出后,一些国防类股走高。诺斯罗普·格鲁曼公司(NOC)股价上涨4.5%。洛克希德马丁公司(LMT)增加了2.8%。这样的紧张使油价飙升,布伦特原油自2014年以来首次飙升至每桶95美元,西德克萨斯中质原油期货上涨4%。能源类股随着油价走高,Diamondback Energy(FANG)上涨近4%,Devon Energy上涨3.6%。埃克森美孚和康菲石油股价分别上涨2.5%和2.3%。石油类指数ETF 集体走高, USO OIL GUSH在债券市场,乌克兰消息传出后,美国国债收益率下跌。周四,10年期国债收益率自2019年以来首次突破2%,周五回落至1.92%左右。收益率与价格走势相反。本周债券市场的波动始于周四高于预期的通胀数据,这促使美国圣路易斯联","text":"周五美股三大指数再度暴跌,以科技股为主的$纳斯达克(.IXIC)$下跌2.78% ,至13,791.15点; $标普500(.SPX)$ 下跌1.9%,$纳斯达克(.IXIC)$ 下跌超500点,跌幅1.43%。原因是投资者抛售股票等高风险资产,原因是盘中多家美国媒体报道,拜登警告在乌美国人立刻离开,称乌克兰“情况可能很快变得疯狂”,冲突升级的迹象“令人不安”,但拜登对在乌克兰注册的美国人数量一直守口如瓶,;欧盟也开始撤离在乌克兰的非必要工作人员。美国不确定俄罗斯普京是否做出了入.侵.乌克兰的最终决定。但“这很可能很快就会发生,”乌克兰消息传出后,一些国防类股走高。诺斯罗普·格鲁曼公司(NOC)股价上涨4.5%。洛克希德马丁公司(LMT)增加了2.8%。这样的紧张使油价飙升,布伦特原油自2014年以来首次飙升至每桶95美元,西德克萨斯中质原油期货上涨4%。能源类股随着油价走高,Diamondback Energy(FANG)上涨近4%,Devon Energy上涨3.6%。埃克森美孚和康菲石油股价分别上涨2.5%和2.3%。石油类指数ETF 集体走高, USO OIL GUSH在债券市场,乌克兰消息传出后,美国国债收益率下跌。周四,10年期国债收益率自2019年以来首次突破2%,周五回落至1.92%左右。收益率与价格走势相反。本周债券市场的波动始于周四高于预期的通胀数据,这促使美国圣路易斯联","images":[{"img":"https://static.tigerbbs.com/4b34a0eb7095c90ee4b7275526ca4410","width":"632","height":"477"},{"img":"https://static.tigerbbs.com/5c765363f4b6ec0ba52c26e129e6e8d2","width":"612","height":"152"},{"img":"https://static.tigerbbs.com/eb2156e7b3ae56a0ac0b4a90490e5d18","width":"632","height":"356"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631633376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631603763,"gmtCreate":1644620140729,"gmtModify":1644620140729,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"过来文帝国时代峰峻文蚕丝蛋白酶促反应慢点走路呢?","listText":"过来文帝国时代峰峻文蚕丝蛋白酶促反应慢点走路呢?","text":"过来文帝国时代峰峻文蚕丝蛋白酶促反应慢点走路呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631603763","repostId":"604664758","repostType":1,"repost":{"id":604664758,"gmtCreate":1639388854005,"gmtModify":1639475372154,"author":{"id":"3577922109777992","authorId":"3577922109777992","name":"Eldenminaj","avatar":"https://static.tigerbbs.com/0b70c888201698b49ffaacadca9b58be","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577922109777992","idStr":"3577922109777992"},"themes":[],"title":"Diageo-The Best Alcohol Sin Stock","htmlText":"I was doing my research to find undervalued stocks with great moat & earnings, and I stumbled upon <a href=\"https://laohu8.com/S/DEO\">$Diageo PLC(DEO)$</a><a href=\"https://laohu8.com/S/DGEAF\">$Diageo plc(DGEAF)$</a>Here are my key analysis on this company:●Diageo own a portfolio of 200 brands of alcohol and sells in 180 countries worldwide. The most notable brands are Smirnoff Vodka, Johnnie Walker Whisky, Baileys, Guinness, and even a 34% joint-venture stake in Moet-Henessy Champagne brands. ●Diageo has a high moat, as alcohol production is an extremely high barrier to entry. No one can replicate their business easily, and the portfolio of brands that they own are very high quality and always sought after.●Earnings have grown at a rate of 6% PA since 2015, while free cash fl","listText":"I was doing my research to find undervalued stocks with great moat & earnings, and I stumbled upon <a href=\"https://laohu8.com/S/DEO\">$Diageo PLC(DEO)$</a><a href=\"https://laohu8.com/S/DGEAF\">$Diageo plc(DGEAF)$</a>Here are my key analysis on this company:●Diageo own a portfolio of 200 brands of alcohol and sells in 180 countries worldwide. The most notable brands are Smirnoff Vodka, Johnnie Walker Whisky, Baileys, Guinness, and even a 34% joint-venture stake in Moet-Henessy Champagne brands. ●Diageo has a high moat, as alcohol production is an extremely high barrier to entry. No one can replicate their business easily, and the portfolio of brands that they own are very high quality and always sought after.●Earnings have grown at a rate of 6% PA since 2015, while free cash fl","text":"I was doing my research to find undervalued stocks with great moat & earnings, and I stumbled upon $Diageo PLC(DEO)$$Diageo plc(DGEAF)$Here are my key analysis on this company:●Diageo own a portfolio of 200 brands of alcohol and sells in 180 countries worldwide. The most notable brands are Smirnoff Vodka, Johnnie Walker Whisky, Baileys, Guinness, and even a 34% joint-venture stake in Moet-Henessy Champagne brands. ●Diageo has a high moat, as alcohol production is an extremely high barrier to entry. No one can replicate their business easily, and the portfolio of brands that they own are very high quality and always sought after.●Earnings have grown at a rate of 6% PA since 2015, while free cash fl","images":[{"img":"https://static.tigerbbs.com/4d9f21efe3ca9c10dacf4c50aa825d48","width":"1080","height":"572"},{"img":"https://static.tigerbbs.com/fa37835b9500bcc2f9b4eb10bedefb1d","width":"1080","height":"543"},{"img":"https://static.tigerbbs.com/612c81d4b32293423b274c0c18b98fb4","width":"1080","height":"531"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604664758","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631861532,"gmtCreate":1644584261739,"gmtModify":1644584261739,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这样风景不错歌唱的时候还有一起来飛。//<a href=\"https://laohu8.com/U/3585301302813971\">@辉香杰</a>: 好玩","listText":"这样风景不错歌唱的时候还有一起来飛。//<a href=\"https://laohu8.com/U/3585301302813971\">@辉香杰</a>: 好玩","text":"这样风景不错歌唱的时候还有一起来飛。//@辉香杰: 好玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631861532","repostId":"630952623","repostType":1,"repost":{"id":630952623,"gmtCreate":1642676029909,"gmtModify":1644041083359,"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":"加入滑雪夺金赛,赢最高2022美元股票代金券,还有限量版小虎盲盒等你拿!","htmlText":"2022虎年到,小虎来给各位送大礼,过大年!和小虎一起在祝福中迎接虎年的到来,同时也预祝冬奥健儿在赛场上勇于拼搏,闪耀绽放~ 在这里小虎先祝大家:财源广进!如虎添”亿”!四季安康! 在农历虎年和冬奥即将来临之际,小虎给大家带来一个有趣又刺激的滑雪小游戏一起为冬奥加油! 玩家需操控小虎滑雪橇躲避障碍物,每局滑雪游戏中积分达到60分即可获得一枚奖牌,奖牌可用于幸运大转盘抽奖。有机会抽取小虎限量盲盒!另外,股票代金券,免佣卡等豪礼等你来抽!快来玩游戏赢奖励吧~ 活动结束后,奖牌榜排名Top 200都可以获得股票代金券奖励,最高价值2022美元! ~小秘密~金牌榜上名列前茅的用户将有机会获得一整套小虎盲盒奖励哟!好运花落谁家,我们拭目以待~ 奖励详情如下:还等什么呢? <a href=\"https://www.itigergrowth.com/activity/market/2022/happy-new-year/#/\" target=\"_blank\">点击参与活动</a>","listText":"2022虎年到,小虎来给各位送大礼,过大年!和小虎一起在祝福中迎接虎年的到来,同时也预祝冬奥健儿在赛场上勇于拼搏,闪耀绽放~ 在这里小虎先祝大家:财源广进!如虎添”亿”!四季安康! 在农历虎年和冬奥即将来临之际,小虎给大家带来一个有趣又刺激的滑雪小游戏一起为冬奥加油! 玩家需操控小虎滑雪橇躲避障碍物,每局滑雪游戏中积分达到60分即可获得一枚奖牌,奖牌可用于幸运大转盘抽奖。有机会抽取小虎限量盲盒!另外,股票代金券,免佣卡等豪礼等你来抽!快来玩游戏赢奖励吧~ 活动结束后,奖牌榜排名Top 200都可以获得股票代金券奖励,最高价值2022美元! ~小秘密~金牌榜上名列前茅的用户将有机会获得一整套小虎盲盒奖励哟!好运花落谁家,我们拭目以待~ 奖励详情如下:还等什么呢? <a href=\"https://www.itigergrowth.com/activity/market/2022/happy-new-year/#/\" target=\"_blank\">点击参与活动</a>","text":"2022虎年到,小虎来给各位送大礼,过大年!和小虎一起在祝福中迎接虎年的到来,同时也预祝冬奥健儿在赛场上勇于拼搏,闪耀绽放~ 在这里小虎先祝大家:财源广进!如虎添”亿”!四季安康! 在农历虎年和冬奥即将来临之际,小虎给大家带来一个有趣又刺激的滑雪小游戏一起为冬奥加油! 玩家需操控小虎滑雪橇躲避障碍物,每局滑雪游戏中积分达到60分即可获得一枚奖牌,奖牌可用于幸运大转盘抽奖。有机会抽取小虎限量盲盒!另外,股票代金券,免佣卡等豪礼等你来抽!快来玩游戏赢奖励吧~ 活动结束后,奖牌榜排名Top 200都可以获得股票代金券奖励,最高价值2022美元! ~小秘密~金牌榜上名列前茅的用户将有机会获得一整套小虎盲盒奖励哟!好运花落谁家,我们拭目以待~ 奖励详情如下:还等什么呢? 点击参与活动","images":[{"img":"https://static.tigerbbs.com/a0da28dd9e743692c0cc96fe6f364cd2","width":"832","height":"436"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630952623","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631987474,"gmtCreate":1644446695002,"gmtModify":1644446695002,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这文章不错作文题目是啥啊?","listText":"这文章不错作文题目是啥啊?","text":"这文章不错作文题目是啥啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631987474","repostId":"694590690","repostType":1,"repost":{"id":694590690,"gmtCreate":1642035938512,"gmtModify":1642035938512,"author":{"id":"339785731009095","authorId":"339785731009095","name":"小雄zZZ","avatar":"https://static.tigerbbs.com/57cc6a56e6c5b320869787671c8dd873","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"339785731009095","idStr":"339785731009095"},"themes":[],"title":"","htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694590690","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633757642,"gmtCreate":1644357304517,"gmtModify":1644357304517,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"奸","listText":"奸","text":"奸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633757642","repostId":"633121887","repostType":1,"repost":{"id":633121887,"gmtCreate":1643873700795,"gmtModify":1643875248987,"author":{"id":"3572034257249930","authorId":"3572034257249930","name":"SCLOW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572034257249930","idStr":"3572034257249930"},"themes":[],"title":"Chinese market regulators approve IPO of chip unit byd","htmlText":"Market regulators for China's Shenzhen-based ChiNext board announced late on Wednesday the approval of the pending initial public offering (IPO) of the semiconductor unit of Chinese automaker BYD Co Ltd.The automaker originally filed for an IPO for BYD Semiconductor in Shenzhen in May 2021. However, in August, the company was forced to halt plans as a firm advising in its IPO process faced a regulatory probe.The company aims to raise 2 billion yuan ($314.25 million), according to its most recent prospectus.BYD Semiconductor's IPO comes as global supply chains face a chip shortage, which originated in the automotive sector.The division makes and sells power semiconductors, intelligent control integrated circuits, intelligent sensors, and optoelectronic semiconductors, according to company f","listText":"Market regulators for China's Shenzhen-based ChiNext board announced late on Wednesday the approval of the pending initial public offering (IPO) of the semiconductor unit of Chinese automaker BYD Co Ltd.The automaker originally filed for an IPO for BYD Semiconductor in Shenzhen in May 2021. However, in August, the company was forced to halt plans as a firm advising in its IPO process faced a regulatory probe.The company aims to raise 2 billion yuan ($314.25 million), according to its most recent prospectus.BYD Semiconductor's IPO comes as global supply chains face a chip shortage, which originated in the automotive sector.The division makes and sells power semiconductors, intelligent control integrated circuits, intelligent sensors, and optoelectronic semiconductors, according to company f","text":"Market regulators for China's Shenzhen-based ChiNext board announced late on Wednesday the approval of the pending initial public offering (IPO) of the semiconductor unit of Chinese automaker BYD Co Ltd.The automaker originally filed for an IPO for BYD Semiconductor in Shenzhen in May 2021. However, in August, the company was forced to halt plans as a firm advising in its IPO process faced a regulatory probe.The company aims to raise 2 billion yuan ($314.25 million), according to its most recent prospectus.BYD Semiconductor's IPO comes as global supply chains face a chip shortage, which originated in the automotive sector.The division makes and sells power semiconductors, intelligent control integrated circuits, intelligent sensors, and optoelectronic semiconductors, according to company f","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633121887","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633453169,"gmtCreate":1644294367679,"gmtModify":1644294367679,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"嗯","listText":"嗯","text":"嗯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633453169","repostId":"633505059","repostType":1,"repost":{"id":633505059,"gmtCreate":1644203465313,"gmtModify":1644203465313,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555926517215344","idStr":"3555926517215344"},"themes":[],"title":"短视频将经历“天猫”化","htmlText":"1.短视频很可能会经历“天猫”化过程淘宝一开始组织的商家是原子化的个人卖家,随着卖家成长,他们成为淘品牌。这一点和短视频平台是非常相似的,抖音快手早期聚集的也都是个人创作者。随着电商普及率提升,消费者越来越喜欢通过网络购物,传统品牌、国内外大牌开始触网,淘宝孕育出了天猫,一个更注重品牌、调性、正品行货的电商渠道。短视频很可能也会经历这个阶段,或者说正处于这个阶段的开端。我们注意到,抖音、快手、视频号正在拉拢越来越多的娱乐、体育明星,收集各类体育、剧集资源。快手签约奥运、NBA、CBA,与众多短剧创作者合作,挖来成龙、周杰伦助阵;抖音与五大联赛、欧洲杯、美洲杯签约,跟随快手脚步培育短剧创作生态,邀请刘德华进驻;视频号与五月天、西城男孩搞直播演唱会忙的不亦乐乎。同时三大短视频平台同时与春晚合作直播。短视频“天猫”化的动力可能主要来自三方面。一方面,消费者有内容消费升级的需求,早期的短视频产品几乎完全聚焦于找乐子类的杀时间内容,这类内容未来很可能仍然会是最大类目,但是基于知识分享、新闻时事、事件分析、原创剧集、体育直播与回放等更具价值的内容的比例会大幅提升,平台方必须去组织这些内容来满足用户的需求。另一方面,早期原子化个人创作者成长起来后,成立团队,甚至成为IP,他们也自然会往更优价值的内容延伸。第三方面,短视频的用户规模和时长如此庞大,传统优质内容本身需要这个渠道去触达用户,扩大影响力,提升变现价值。2.系统推荐是短视频最有效率的系统有史以来,互联网平台组织内容的形式主要有4种:编辑推荐、搜索、社交推荐、系统推荐。编辑推荐基本上已经退出主流舞台,搜索被证明过是上一个世代的技术中心,百度和字节的战争早已证明过这一点。内容消费领域系统推荐是超越搜索的存在,因为后者满足的是用户未被发现的需求,可以截胡搜索这种主动的需求。社交推荐可以细分成两种,一种是类似微博、Twitter、Inst","listText":"1.短视频很可能会经历“天猫”化过程淘宝一开始组织的商家是原子化的个人卖家,随着卖家成长,他们成为淘品牌。这一点和短视频平台是非常相似的,抖音快手早期聚集的也都是个人创作者。随着电商普及率提升,消费者越来越喜欢通过网络购物,传统品牌、国内外大牌开始触网,淘宝孕育出了天猫,一个更注重品牌、调性、正品行货的电商渠道。短视频很可能也会经历这个阶段,或者说正处于这个阶段的开端。我们注意到,抖音、快手、视频号正在拉拢越来越多的娱乐、体育明星,收集各类体育、剧集资源。快手签约奥运、NBA、CBA,与众多短剧创作者合作,挖来成龙、周杰伦助阵;抖音与五大联赛、欧洲杯、美洲杯签约,跟随快手脚步培育短剧创作生态,邀请刘德华进驻;视频号与五月天、西城男孩搞直播演唱会忙的不亦乐乎。同时三大短视频平台同时与春晚合作直播。短视频“天猫”化的动力可能主要来自三方面。一方面,消费者有内容消费升级的需求,早期的短视频产品几乎完全聚焦于找乐子类的杀时间内容,这类内容未来很可能仍然会是最大类目,但是基于知识分享、新闻时事、事件分析、原创剧集、体育直播与回放等更具价值的内容的比例会大幅提升,平台方必须去组织这些内容来满足用户的需求。另一方面,早期原子化个人创作者成长起来后,成立团队,甚至成为IP,他们也自然会往更优价值的内容延伸。第三方面,短视频的用户规模和时长如此庞大,传统优质内容本身需要这个渠道去触达用户,扩大影响力,提升变现价值。2.系统推荐是短视频最有效率的系统有史以来,互联网平台组织内容的形式主要有4种:编辑推荐、搜索、社交推荐、系统推荐。编辑推荐基本上已经退出主流舞台,搜索被证明过是上一个世代的技术中心,百度和字节的战争早已证明过这一点。内容消费领域系统推荐是超越搜索的存在,因为后者满足的是用户未被发现的需求,可以截胡搜索这种主动的需求。社交推荐可以细分成两种,一种是类似微博、Twitter、Inst","text":"1.短视频很可能会经历“天猫”化过程淘宝一开始组织的商家是原子化的个人卖家,随着卖家成长,他们成为淘品牌。这一点和短视频平台是非常相似的,抖音快手早期聚集的也都是个人创作者。随着电商普及率提升,消费者越来越喜欢通过网络购物,传统品牌、国内外大牌开始触网,淘宝孕育出了天猫,一个更注重品牌、调性、正品行货的电商渠道。短视频很可能也会经历这个阶段,或者说正处于这个阶段的开端。我们注意到,抖音、快手、视频号正在拉拢越来越多的娱乐、体育明星,收集各类体育、剧集资源。快手签约奥运、NBA、CBA,与众多短剧创作者合作,挖来成龙、周杰伦助阵;抖音与五大联赛、欧洲杯、美洲杯签约,跟随快手脚步培育短剧创作生态,邀请刘德华进驻;视频号与五月天、西城男孩搞直播演唱会忙的不亦乐乎。同时三大短视频平台同时与春晚合作直播。短视频“天猫”化的动力可能主要来自三方面。一方面,消费者有内容消费升级的需求,早期的短视频产品几乎完全聚焦于找乐子类的杀时间内容,这类内容未来很可能仍然会是最大类目,但是基于知识分享、新闻时事、事件分析、原创剧集、体育直播与回放等更具价值的内容的比例会大幅提升,平台方必须去组织这些内容来满足用户的需求。另一方面,早期原子化个人创作者成长起来后,成立团队,甚至成为IP,他们也自然会往更优价值的内容延伸。第三方面,短视频的用户规模和时长如此庞大,传统优质内容本身需要这个渠道去触达用户,扩大影响力,提升变现价值。2.系统推荐是短视频最有效率的系统有史以来,互联网平台组织内容的形式主要有4种:编辑推荐、搜索、社交推荐、系统推荐。编辑推荐基本上已经退出主流舞台,搜索被证明过是上一个世代的技术中心,百度和字节的战争早已证明过这一点。内容消费领域系统推荐是超越搜索的存在,因为后者满足的是用户未被发现的需求,可以截胡搜索这种主动的需求。社交推荐可以细分成两种,一种是类似微博、Twitter、Inst","images":[{"img":"https://static.tigerbbs.com/faaf8104bbc5ccae9248d3651810faec"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633505059","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633453057,"gmtCreate":1644294299191,"gmtModify":1644294299191,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"嗯","listText":"嗯","text":"嗯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633453057","repostId":"633565359","repostType":1,"isVote":1,"tweetType":1,"viewCount":1610,"authorTweetTopStatus":1,"verified":2,"comments"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href=\"https://laohu8.com/U/3528966054893519\">@小虎说英股</a>: 这个文章关于三星真的不错[开心] <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a><a href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a><a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a><a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a>","listText":"妈//<a href=\"https://laohu8.com/U/3528966054893519\">@小虎说英股</a>: 这个文章关于三星真的不错[开心] <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a><a href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a><a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a><a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a>","text":"妈//@小虎说英股: 这个文章关于三星真的不错[开心] $苹果(AAPL)$$谷歌A(GOOGL)$$Meta Platforms(FB)$$台积电(TSM)$$ARK Innovation ETF(ARKK)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633459748","repostId":"639580777","repostType":1,"repost":{"id":639580777,"gmtCreate":1643334060000,"gmtModify":1643349194346,"author":{"id":"9000000000000029","authorId":"9000000000000029","name":"半导体行业观察","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000029","idStr":"9000000000000029"},"themes":[],"title":"三星分享逻辑、DRAM和NAND未来十年的路线图","htmlText":"来源:内容由半导体行业观察(ID:icbank)编译自semiwiki,谢谢。 Kinam Kim 是三星的一位资深技术专家,过去多年来发表了许多优秀的文章。他现在是三星电子的董事长,在 之前举办IEDM 上,他还做了一个非常有趣的主题演讲。 他首先从一些一般性观察开始: 他表示,世界正在经历一场由半导体驱动的变革,由于疫情的影响,加速了对非接触式社会的需求,远程工作和远程教育也在迅速发展,IT 变得必不可少。传感器、处理器和内存都是必需的。这种趋势也让数字化的采用取得了巨大的飞跃。数据显示,远程工作的比例从 25% 增加到 58%。经济数字化带来了巨大的机遇,智能系统正在产生大量数据。 在过去的 50 年里,每片晶圆的晶体管数量增加了 1000 万倍,处理器速度增加了 10 万倍,成本每年下降 47%。半导体与人脑有相似之处,传感器就像眼睛,处理器和内存负责处理和存储。将传感器与处理相结合的智能手机可实现新的应用, 有一个关于传感器的有趣部分,但这并不是我真正的领域,我想专注于他介绍的逻辑、DRAM 和 NAND 路线图。 图1. 逻辑路线图。 首先看逻辑方面,在图 1 中,我们可以看到逻辑工艺的接触式多晶硅间距 (contacted poly pitch:CPP) 如何随着时间的推移而扩展。在平面时代,我们看到了英特尔在 45nm 和代工厂推出的 28nm 高 k 金属栅极 (HKMG) 以及嵌入式硅锗 (eSiGe) 等创新技术,以通过应变提高沟道性能。 FinFET 由英特尔在 22nm 推出,并在 14/16nm 被代工厂采用,并在多个节点上推动了行业向前发展。三星目前正试图通过他们称为多桥的水平纳米片 (HNS) 引领行业进入GAA时代,而 HNS 应该为行业带来至少两个节点。在2nm 以后,三星预计 3D 堆叠 FET(其他人称为 CFET 或 3D FET)","listText":"来源:内容由半导体行业观察(ID:icbank)编译自semiwiki,谢谢。 Kinam Kim 是三星的一位资深技术专家,过去多年来发表了许多优秀的文章。他现在是三星电子的董事长,在 之前举办IEDM 上,他还做了一个非常有趣的主题演讲。 他首先从一些一般性观察开始: 他表示,世界正在经历一场由半导体驱动的变革,由于疫情的影响,加速了对非接触式社会的需求,远程工作和远程教育也在迅速发展,IT 变得必不可少。传感器、处理器和内存都是必需的。这种趋势也让数字化的采用取得了巨大的飞跃。数据显示,远程工作的比例从 25% 增加到 58%。经济数字化带来了巨大的机遇,智能系统正在产生大量数据。 在过去的 50 年里,每片晶圆的晶体管数量增加了 1000 万倍,处理器速度增加了 10 万倍,成本每年下降 47%。半导体与人脑有相似之处,传感器就像眼睛,处理器和内存负责处理和存储。将传感器与处理相结合的智能手机可实现新的应用, 有一个关于传感器的有趣部分,但这并不是我真正的领域,我想专注于他介绍的逻辑、DRAM 和 NAND 路线图。 图1. 逻辑路线图。 首先看逻辑方面,在图 1 中,我们可以看到逻辑工艺的接触式多晶硅间距 (contacted poly pitch:CPP) 如何随着时间的推移而扩展。在平面时代,我们看到了英特尔在 45nm 和代工厂推出的 28nm 高 k 金属栅极 (HKMG) 以及嵌入式硅锗 (eSiGe) 等创新技术,以通过应变提高沟道性能。 FinFET 由英特尔在 22nm 推出,并在 14/16nm 被代工厂采用,并在多个节点上推动了行业向前发展。三星目前正试图通过他们称为多桥的水平纳米片 (HNS) 引领行业进入GAA时代,而 HNS 应该为行业带来至少两个节点。在2nm 以后,三星预计 3D 堆叠 FET(其他人称为 CFET 或 3D FET)","text":"来源:内容由半导体行业观察(ID:icbank)编译自semiwiki,谢谢。 Kinam Kim 是三星的一位资深技术专家,过去多年来发表了许多优秀的文章。他现在是三星电子的董事长,在 之前举办IEDM 上,他还做了一个非常有趣的主题演讲。 他首先从一些一般性观察开始: 他表示,世界正在经历一场由半导体驱动的变革,由于疫情的影响,加速了对非接触式社会的需求,远程工作和远程教育也在迅速发展,IT 变得必不可少。传感器、处理器和内存都是必需的。这种趋势也让数字化的采用取得了巨大的飞跃。数据显示,远程工作的比例从 25% 增加到 58%。经济数字化带来了巨大的机遇,智能系统正在产生大量数据。 在过去的 50 年里,每片晶圆的晶体管数量增加了 1000 万倍,处理器速度增加了 10 万倍,成本每年下降 47%。半导体与人脑有相似之处,传感器就像眼睛,处理器和内存负责处理和存储。将传感器与处理相结合的智能手机可实现新的应用, 有一个关于传感器的有趣部分,但这并不是我真正的领域,我想专注于他介绍的逻辑、DRAM 和 NAND 路线图。 图1. 逻辑路线图。 首先看逻辑方面,在图 1 中,我们可以看到逻辑工艺的接触式多晶硅间距 (contacted poly pitch:CPP) 如何随着时间的推移而扩展。在平面时代,我们看到了英特尔在 45nm 和代工厂推出的 28nm 高 k 金属栅极 (HKMG) 以及嵌入式硅锗 (eSiGe) 等创新技术,以通过应变提高沟道性能。 FinFET 由英特尔在 22nm 推出,并在 14/16nm 被代工厂采用,并在多个节点上推动了行业向前发展。三星目前正试图通过他们称为多桥的水平纳米片 (HNS) 引领行业进入GAA时代,而 HNS 应该为行业带来至少两个节点。在2nm 以后,三星预计 3D 堆叠 FET(其他人称为 CFET 或 3D FET)","images":[{"img":"https://static.tigerbbs.com/0adbeb691a154b58937e4aa1e6fdef38","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/9678a4935e164a2f9a145ed416625e72","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/071364f0ced34f989525f500db13b543","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639580777","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":633459748,"gmtCreate":1644294271209,"gmtModify":1644294271209,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"妈//<a 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(HKMG) 以及嵌入式硅锗 (eSiGe) 等创新技术,以通过应变提高沟道性能。 FinFET 由英特尔在 22nm 推出,并在 14/16nm 被代工厂采用,并在多个节点上推动了行业向前发展。三星目前正试图通过他们称为多桥的水平纳米片 (HNS) 引领行业进入GAA时代,而 HNS 应该为行业带来至少两个节点。在2nm 以后,三星预计 3D 堆叠 FET(其他人称为 CFET 或 3D FET)","text":"来源:内容由半导体行业观察(ID:icbank)编译自semiwiki,谢谢。 Kinam Kim 是三星的一位资深技术专家,过去多年来发表了许多优秀的文章。他现在是三星电子的董事长,在 之前举办IEDM 上,他还做了一个非常有趣的主题演讲。 他首先从一些一般性观察开始: 他表示,世界正在经历一场由半导体驱动的变革,由于疫情的影响,加速了对非接触式社会的需求,远程工作和远程教育也在迅速发展,IT 变得必不可少。传感器、处理器和内存都是必需的。这种趋势也让数字化的采用取得了巨大的飞跃。数据显示,远程工作的比例从 25% 增加到 58%。经济数字化带来了巨大的机遇,智能系统正在产生大量数据。 在过去的 50 年里,每片晶圆的晶体管数量增加了 1000 万倍,处理器速度增加了 10 万倍,成本每年下降 47%。半导体与人脑有相似之处,传感器就像眼睛,处理器和内存负责处理和存储。将传感器与处理相结合的智能手机可实现新的应用, 有一个关于传感器的有趣部分,但这并不是我真正的领域,我想专注于他介绍的逻辑、DRAM 和 NAND 路线图。 图1. 逻辑路线图。 首先看逻辑方面,在图 1 中,我们可以看到逻辑工艺的接触式多晶硅间距 (contacted poly pitch:CPP) 如何随着时间的推移而扩展。在平面时代,我们看到了英特尔在 45nm 和代工厂推出的 28nm 高 k 金属栅极 (HKMG) 以及嵌入式硅锗 (eSiGe) 等创新技术,以通过应变提高沟道性能。 FinFET 由英特尔在 22nm 推出,并在 14/16nm 被代工厂采用,并在多个节点上推动了行业向前发展。三星目前正试图通过他们称为多桥的水平纳米片 (HNS) 引领行业进入GAA时代,而 HNS 应该为行业带来至少两个节点。在2nm 以后,三星预计 3D 堆叠 FET(其他人称为 CFET 或 3D 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的相关资料,发现它背后的一个主要资方:挪威主权基金。而且,近期主权财富基金国际论坛(IFSWF)发布报告显示挪威政府养老基金以1.34万亿美元的规模位居全球第一,堪称资本届的北欧巨人,而且这个巨人还重仓了中国,2020年中国股票投资市值为3205亿元,和2019年的2361亿元相比持仓市值增加了35.75%。最初的挪威主权基金也并不是巨人,就是想做个投资理财。因为北海的石油主要由挪威和英国拥有。对,也就是说,挪威四舍五入也算一个产油国。20世纪70年代,北海油田被大量开采,这些石油给挪威和英国都带来了大量的财富,特别是对挪威来说,近海石油工业成为国民经济的重要支柱。根据2005年的数据,显示占国家收入的三分之一,那么问题就来了,这么多钱,该怎么办?和英国私有跨国公司开采石油不同,挪威开采石油的公司是国企。这笔数额庞大的资金怎么运营就是个问题。而且石油作为一种不可再生资源,这笔钱显然不太可持续,而且在1990年挪威议会评估发现,来自石油领域的收入在未来10年利润将会逐渐下降。为了缓冲油价的波动对经济造成的影想,当年,挪威议会通过第39号法案,决定组建挪威石油基金(The Petroleum Fund of Norway),对这笔钱(油气产业的丰厚利润)进行投资。加之随着挪威人口老龄化趋势不断加深,挪威政府就把挪威石油基金纳入政府退休基金体系,并在2006年正式更名为挪威政府全球养老基金(the Government Pension Fund—Global,简称GPFG),也就是前文说的挪威主权基金。GPFG目前的资金来源还是石油和天然气领域产生的外汇盈余(包括公司税收和勘探牌照的收费等)。目前,这支基金主要由挪威央行下属的","text":"最近在看蔚来汽车$蔚来(NIO)$ 的相关资料,发现它背后的一个主要资方:挪威主权基金。而且,近期主权财富基金国际论坛(IFSWF)发布报告显示挪威政府养老基金以1.34万亿美元的规模位居全球第一,堪称资本届的北欧巨人,而且这个巨人还重仓了中国,2020年中国股票投资市值为3205亿元,和2019年的2361亿元相比持仓市值增加了35.75%。最初的挪威主权基金也并不是巨人,就是想做个投资理财。因为北海的石油主要由挪威和英国拥有。对,也就是说,挪威四舍五入也算一个产油国。20世纪70年代,北海油田被大量开采,这些石油给挪威和英国都带来了大量的财富,特别是对挪威来说,近海石油工业成为国民经济的重要支柱。根据2005年的数据,显示占国家收入的三分之一,那么问题就来了,这么多钱,该怎么办?和英国私有跨国公司开采石油不同,挪威开采石油的公司是国企。这笔数额庞大的资金怎么运营就是个问题。而且石油作为一种不可再生资源,这笔钱显然不太可持续,而且在1990年挪威议会评估发现,来自石油领域的收入在未来10年利润将会逐渐下降。为了缓冲油价的波动对经济造成的影想,当年,挪威议会通过第39号法案,决定组建挪威石油基金(The Petroleum Fund of Norway),对这笔钱(油气产业的丰厚利润)进行投资。加之随着挪威人口老龄化趋势不断加深,挪威政府就把挪威石油基金纳入政府退休基金体系,并在2006年正式更名为挪威政府全球养老基金(the Government Pension Fund—Global,简称GPFG),也就是前文说的挪威主权基金。GPFG目前的资金来源还是石油和天然气领域产生的外汇盈余(包括公司税收和勘探牌照的收费等)。目前,这支基金主要由挪威央行下属的","images":[{"img":"https://static.tigerbbs.com/ed0b5ac373e6c25e1d75c895b971cce0","width":"632","height":"269"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639121902","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638225713,"gmtCreate":1645393623998,"gmtModify":1645393623998,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这样文章合为时而著作文题目是啥时候呢?","listText":"这样文章合为时而著作文题目是啥时候呢?","text":"这样文章合为时而著作文题目是啥时候呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638225713","repostId":"638186423","repostType":1,"repost":{"id":638186423,"gmtCreate":1645133882753,"gmtModify":1744960790377,"author":{"id":"4091593935307080","authorId":"4091593935307080","name":"嘛嘛财商FQ","avatar":"https://static.tigerbbs.com/cb8231e23f8778bfd36df1d18dd5457c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091593935307080","idStr":"4091593935307080"},"themes":[],"title":"Palantir21Q4财报摘要;盘前下跌13%业绩怎么了?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> .(NYSE:PLTR)创立于2003年,总部位于美国加利福尼亚州帕罗奥图,是一家美国的软件和服务公司,以大数据分析出名,主要客户为政府机构和金融机构,最出名的案例是以大数据技术帮助美国军方成功定位和击毙基组织首脑本·拉登。Palantir的三大平台就包括:1.Palantir Gotham——Palantir的第一个平台旨在为政府机构,特别是国防和情报部门提供服务。 Gotham允许用户从不同的数据集中识别模式和独特见解。Gotham发现的信息使用户可以识别潜在的威胁或问题并采取相应的措施。 Gotham被反恐分析师用于美国情报界(USIC)和美国国防部的办公室,也被情报界以外的多个政府部门使用。2.Palantir Foundry——Foundry是Palantir旨在服务商业领域的平台。 它使组织可以集中,集成和分析数据。Foundry平台目前在广泛的行业中使用, 如摩根士丹利,默克公司,空中客车和菲亚特克莱斯勒汽车等公司等。3.Palantir Apollo——Apollo是一个连续的交付系统,旨在随时更新Gotham和Foundry。它还允许Gotham和Foundry在非典型环境中运行。虽然大多数SaaS产品只能部署在公共云中,但Palantir的SaaS可以部署在公共云、专用数据中心什至秘密网路中。这使得公司在高度监管的行业中占据优势。例如医疗保健机构和金融服务提供者,不能将某些数据存储在公共云中(例如患者或客户特定资讯),意味这些公司可能无法使用传统的SaaS产品,但是他们可以在现场部署Palantir的软件,Apollo平台仍然可以提供SaaS商业模式的所有好处。FY","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> .(NYSE:PLTR)创立于2003年,总部位于美国加利福尼亚州帕罗奥图,是一家美国的软件和服务公司,以大数据分析出名,主要客户为政府机构和金融机构,最出名的案例是以大数据技术帮助美国军方成功定位和击毙基组织首脑本·拉登。Palantir的三大平台就包括:1.Palantir Gotham——Palantir的第一个平台旨在为政府机构,特别是国防和情报部门提供服务。 Gotham允许用户从不同的数据集中识别模式和独特见解。Gotham发现的信息使用户可以识别潜在的威胁或问题并采取相应的措施。 Gotham被反恐分析师用于美国情报界(USIC)和美国国防部的办公室,也被情报界以外的多个政府部门使用。2.Palantir Foundry——Foundry是Palantir旨在服务商业领域的平台。 它使组织可以集中,集成和分析数据。Foundry平台目前在广泛的行业中使用, 如摩根士丹利,默克公司,空中客车和菲亚特克莱斯勒汽车等公司等。3.Palantir Apollo——Apollo是一个连续的交付系统,旨在随时更新Gotham和Foundry。它还允许Gotham和Foundry在非典型环境中运行。虽然大多数SaaS产品只能部署在公共云中,但Palantir的SaaS可以部署在公共云、专用数据中心什至秘密网路中。这使得公司在高度监管的行业中占据优势。例如医疗保健机构和金融服务提供者,不能将某些数据存储在公共云中(例如患者或客户特定资讯),意味这些公司可能无法使用传统的SaaS产品,但是他们可以在现场部署Palantir的软件,Apollo平台仍然可以提供SaaS商业模式的所有好处。FY","text":"$Palantir Technologies Inc.(PLTR)$ .(NYSE:PLTR)创立于2003年,总部位于美国加利福尼亚州帕罗奥图,是一家美国的软件和服务公司,以大数据分析出名,主要客户为政府机构和金融机构,最出名的案例是以大数据技术帮助美国军方成功定位和击毙基组织首脑本·拉登。Palantir的三大平台就包括:1.Palantir Gotham——Palantir的第一个平台旨在为政府机构,特别是国防和情报部门提供服务。 Gotham允许用户从不同的数据集中识别模式和独特见解。Gotham发现的信息使用户可以识别潜在的威胁或问题并采取相应的措施。 Gotham被反恐分析师用于美国情报界(USIC)和美国国防部的办公室,也被情报界以外的多个政府部门使用。2.Palantir Foundry——Foundry是Palantir旨在服务商业领域的平台。 它使组织可以集中,集成和分析数据。Foundry平台目前在广泛的行业中使用, 如摩根士丹利,默克公司,空中客车和菲亚特克莱斯勒汽车等公司等。3.Palantir Apollo——Apollo是一个连续的交付系统,旨在随时更新Gotham和Foundry。它还允许Gotham和Foundry在非典型环境中运行。虽然大多数SaaS产品只能部署在公共云中,但Palantir的SaaS可以部署在公共云、专用数据中心什至秘密网路中。这使得公司在高度监管的行业中占据优势。例如医疗保健机构和金融服务提供者,不能将某些数据存储在公共云中(例如患者或客户特定资讯),意味这些公司可能无法使用传统的SaaS产品,但是他们可以在现场部署Palantir的软件,Apollo平台仍然可以提供SaaS商业模式的所有好处。FY","images":[{"img":"https://static.tigerbbs.com/1fed5597b1c682f7b15ae37b16c97201","width":"632","height":"253"},{"img":"https://static.tigerbbs.com/1fed5597b1c682f7b15ae37b16c97201","width":"632","height":"253"},{"img":"https://static.tigerbbs.com/1e0ececda2c722f8c83b8b2095b3bb1c","width":"632","height":"271"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638186423","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638225410,"gmtCreate":1645393552970,"gmtModify":1645393552970,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这样文章合为时而著作文题目是啥时候呢?","listText":"这样文章合为时而著作文题目是啥时候呢?","text":"这样文章合为时而著作文题目是啥时候呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638225410","repostId":"638876134","repostType":1,"repost":{"id":638876134,"gmtCreate":1645194533860,"gmtModify":1645233224029,"author":{"id":"3574767968227430","authorId":"3574767968227430","name":"Fitlou","avatar":"https://static.tigerbbs.com/ecc79f58d29b2455986e5e594384c678","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574767968227430","idStr":"3574767968227430"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>When is this nightmare gonna stop","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>When is this nightmare gonna stop","text":"$Sea Ltd(SE)$When is this nightmare gonna stop","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638876134","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638225558,"gmtCreate":1645393490065,"gmtModify":1645393490065,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这样文章合为时而著作文题目是啥啊?","listText":"这样文章合为时而著作文题目是啥啊?","text":"这样文章合为时而著作文题目是啥啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638225558","repostId":"638367966","repostType":1,"repost":{"id":638367966,"gmtCreate":1645087187548,"gmtModify":1645393490419,"author":{"id":"236893819455216","authorId":"236893819455216","name":"Gentle麦克斯","avatar":"https://static.tigerbbs.com/6b4fb5bfe7e696b8a12af76d618e75a0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"236893819455216","idStr":"236893819455216"},"themes":[],"title":"A股今年走势推演","htmlText":"对于 2022开年以来A 股大盘剧烈波动的原因,我总结了 4 个理由。第一个原因可能占 60%以上的权重:过去三年市场风格过于极致,成长风格表现突出,基金收益颇丰,均值回归是市场的必然规律;二是市场风向朝“保增长”发生了预期转变,但对应板块缺乏系统性行情;三是美股和港股等外围股市表现不佳,对 A 股造成了一定的影响;四是当下市场缺乏蕴藏大机会的赛道和潜在牛股。第一,过往几年市场风格演绎的过于极致,极致的回报就会有一个均值回归修正性的行情发生。这种修正幅度可大可小、时间可长可短。价值投资者在过去三年饱受摧残,从投资基金经理的角度看,其实是坚守了价值投资的理念,只不过与市场风格无法匹配,从投资的角度实际是没有任何问题的,这就是 A 股的偏好而已。均值回归的现象在以前也发生过,去年年初 A 股市场出现了一轮较大的波动,实际上就是均值回归的力量在起作用。这两年的成长赛道,尤其新能源赛道发展的非常好,对应收益也很高,去年算是电动车真正的“元年”,但在一季度对应板块表现的非常差,并不是因为基本面或自身有什么问题,而正是由于均值回归的修正。其次,市场风向朝“保增长”发生了预期转变,但对应板块缺乏系统性行情。有一个通常的现象,当与一个市场较热的板块不太相关、甚至属于对立的板块出现机会后,抱团板块往往就会形成松动。例如 2009 年,在“保增长”下,市场认为地产板块见底,大市值的金融和周期类股票出现机会。当资金注入了这些板块,就会影响持有成长性赛道股票的投资者情绪,进而尝试切换风格,致使热门赛道股的下跌。疫情以来,整体经济增长的压力还是很大,中央政府再次提出“保增长”,且相信国家有相当的能力实现它。但是本轮“保增长”下,金融地产类股票又缺乏系统性行情的条件,涨幅都不大,就进而导致了整个指数的下跌。第三,外围股市,尤其是美股和港股表现不佳。美股的行情总是让人担心,因为过往十余年涨幅巨大,且估值","listText":"对于 2022开年以来A 股大盘剧烈波动的原因,我总结了 4 个理由。第一个原因可能占 60%以上的权重:过去三年市场风格过于极致,成长风格表现突出,基金收益颇丰,均值回归是市场的必然规律;二是市场风向朝“保增长”发生了预期转变,但对应板块缺乏系统性行情;三是美股和港股等外围股市表现不佳,对 A 股造成了一定的影响;四是当下市场缺乏蕴藏大机会的赛道和潜在牛股。第一,过往几年市场风格演绎的过于极致,极致的回报就会有一个均值回归修正性的行情发生。这种修正幅度可大可小、时间可长可短。价值投资者在过去三年饱受摧残,从投资基金经理的角度看,其实是坚守了价值投资的理念,只不过与市场风格无法匹配,从投资的角度实际是没有任何问题的,这就是 A 股的偏好而已。均值回归的现象在以前也发生过,去年年初 A 股市场出现了一轮较大的波动,实际上就是均值回归的力量在起作用。这两年的成长赛道,尤其新能源赛道发展的非常好,对应收益也很高,去年算是电动车真正的“元年”,但在一季度对应板块表现的非常差,并不是因为基本面或自身有什么问题,而正是由于均值回归的修正。其次,市场风向朝“保增长”发生了预期转变,但对应板块缺乏系统性行情。有一个通常的现象,当与一个市场较热的板块不太相关、甚至属于对立的板块出现机会后,抱团板块往往就会形成松动。例如 2009 年,在“保增长”下,市场认为地产板块见底,大市值的金融和周期类股票出现机会。当资金注入了这些板块,就会影响持有成长性赛道股票的投资者情绪,进而尝试切换风格,致使热门赛道股的下跌。疫情以来,整体经济增长的压力还是很大,中央政府再次提出“保增长”,且相信国家有相当的能力实现它。但是本轮“保增长”下,金融地产类股票又缺乏系统性行情的条件,涨幅都不大,就进而导致了整个指数的下跌。第三,外围股市,尤其是美股和港股表现不佳。美股的行情总是让人担心,因为过往十余年涨幅巨大,且估值","text":"对于 2022开年以来A 股大盘剧烈波动的原因,我总结了 4 个理由。第一个原因可能占 60%以上的权重:过去三年市场风格过于极致,成长风格表现突出,基金收益颇丰,均值回归是市场的必然规律;二是市场风向朝“保增长”发生了预期转变,但对应板块缺乏系统性行情;三是美股和港股等外围股市表现不佳,对 A 股造成了一定的影响;四是当下市场缺乏蕴藏大机会的赛道和潜在牛股。第一,过往几年市场风格演绎的过于极致,极致的回报就会有一个均值回归修正性的行情发生。这种修正幅度可大可小、时间可长可短。价值投资者在过去三年饱受摧残,从投资基金经理的角度看,其实是坚守了价值投资的理念,只不过与市场风格无法匹配,从投资的角度实际是没有任何问题的,这就是 A 股的偏好而已。均值回归的现象在以前也发生过,去年年初 A 股市场出现了一轮较大的波动,实际上就是均值回归的力量在起作用。这两年的成长赛道,尤其新能源赛道发展的非常好,对应收益也很高,去年算是电动车真正的“元年”,但在一季度对应板块表现的非常差,并不是因为基本面或自身有什么问题,而正是由于均值回归的修正。其次,市场风向朝“保增长”发生了预期转变,但对应板块缺乏系统性行情。有一个通常的现象,当与一个市场较热的板块不太相关、甚至属于对立的板块出现机会后,抱团板块往往就会形成松动。例如 2009 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\n \n 📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。📢 我会持续对优质公司进行估价,帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票,热门留言我会优先估价。<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ISRG\">$直觉外科公司(ISRG)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> \n \n","listText":"📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。📢 我会持续对优质公司进行估价,帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票,热门留言我会优先估价。<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ISRG\">$直觉外科公司(ISRG)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> ","text":"📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。📢 我会持续对优质公司进行估价,帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票,热门留言我会优先估价。$InMode Ltd.(INMD)$ $直觉外科公司(ISRG)$ $苹果(AAPL)$ $纳斯达克(.IXIC)$","images":[{"img":"https://static.tigerbbs.com/458c0e8ec3691a5f3dcfd6066e9866c8","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631053172","isVote":1,"tweetType":2,"object":{"id":"3f555963b2474b058e9c29c1e359ad10","tweetId":"631053172","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/30218f96387702295821582237/v.f30.mp4","poster":"https://static.tigerbbs.com/458c0e8ec3691a5f3dcfd6066e9866c8"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638632338,"gmtCreate":1645221026571,"gmtModify":1645221026571,"author":{"id":"4104927266216840","authorId":"4104927266216840","name":"蓝玉胡","avatar":"https://static.tigerbbs.com/4de6b5bbb1e3addb177699fe0522fe11","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104927266216840","idStr":"4104927266216840"},"themes":[],"title":"","htmlText":"这样文章合为时而著作文题目是啥啊?","listText":"这样文章合为时而著作文题目是啥啊?","text":"这样文章合为时而著作文题目是啥啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638632338","repostId":"630861839","repostType":1,"repost":{"id":630861839,"gmtCreate":1642776465743,"gmtModify":1642776465743,"author":{"id":"30910413546816","authorId":"30910413546816","name":"springboot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"30910413546816","idStr":"30910413546816"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 财报前的打折好机会,我知道现在买对于人性来讲,是抗拒的,但是特斯拉值得你这样做。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 财报前的打折好机会,我知道现在买对于人性来讲,是抗拒的,但是特斯拉值得你这样做。","text":"$特斯拉(TSLA)$ 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