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三倍做多AAPL
用苹果手机,买苹果股票,享苹果人生。
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三倍做多AAPL
10-03 05:55
我开仓了
$西方石油(OXY)$
,亏麻了,只能再补一点。
三倍做多AAPL
09-29
沙发
郭明錤:小米17系列出货预期下调20%,iPhone 17中国需求增加成关键因素
三倍做多AAPL
09-26
我开仓了
$中创新航(03931)$
,买一点点挂件,娱乐一下。
三倍做多AAPL
09-24
我开仓了
$零跑汽车(09863)$
,把前两天卖出的再买回来一点吧
三倍做多AAPL
09-23
我开仓了
$TLT 20251024 90.0 PUT$
,短线做多一点点美债,看到十月底。
三倍做多AAPL
09-23
我平仓了
$3倍做多20年期以上国债ETF-Direxion(TMF)$
,不再持有三倍做多国债了,磨损还是挺大的。
三倍做多AAPL
09-23
我平仓了
$Torm PLC(TRMD)$
,买了点油运,其实还挺好的,不过我要买亚马逊了,对不起,油运。
三倍做多AAPL
09-23
我开仓了
$亚马逊(AMZN)$
,再补一点亚马逊,七仙女就他还趴着。
三倍做多AAPL
09-23
我开仓了
$泡泡玛特(09992)$
,买点泡泡吧,labubu不管怎么说真的也太火了吧
三倍做多AAPL
09-19
我开仓了
$正力新能(03677)$
,买太急了,哭了,赶紧补一点吧,希望没有补太早,这次真的哭了。
三倍做多AAPL
09-18
我开仓了
$吉利汽车(00175)$
,买点吉利汽车,当作零跑的挂件。
三倍做多AAPL
09-18
我开仓了
$正力新能(03677)$
,买点零跑汽车的电池供应商,以后也随着零跑一起出海吧。
三倍做多AAPL
09-17
我开仓了
$泡泡玛特(09992)$
,泡泡感觉被错杀了,先建立一点仓位。
三倍做多AAPL
09-17
我平仓了
$西方石油(OXY)$
,卖出一点前段时间抄底的,降低一点杠杆
三倍做多AAPL
09-17
我平仓了
$拼多多(PDD)$
,卖出一点点前段时间抄底的,降低杠杆
三倍做多AAPL
09-16
我平仓了
$零跑汽车(09863)$
,卖出一点,降低一下杠杆
三倍做多AAPL
09-15
我平仓了
$苹果(AAPL)$
,卖出一些苹果,相信IPHONE17销售还是会很好的,只是先把杠杆降下来。
三倍做多AAPL
09-12
我平仓了
$英特尔 VERTICAL 250919 PUT 21.0/PUT 24.0$
,来看看我最新分享的订单!
三倍做多AAPL
09-12
我开仓了
$零跑汽车(09863)$
,再加一点,这个价位只买不卖了
三倍做多AAPL
09-11
我开仓了
$零跑汽车(09863)$
,感觉可以开始再买一些了,已经跌了这么多
去老虎APP查看更多动态
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you don't bet, you can't win. If you lose all your chips, you can't bet.","starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":485095116865752,"gmtCreate":1759442157918,"gmtModify":1759535941964,"author":{"id":"4183070168960852","authorId":"4183070168960852","name":"三倍做多AAPL","avatar":"https://static.tigerbbs.com/798c935d8ed52644a47fbaa453f5f055","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4183070168960852","authorIdStr":"4183070168960852"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a>,亏麻了,只能再补一点。","listText":"我开仓了<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a>,亏麻了,只能再补一点。","text":"我开仓了$西方石油(OXY)$ ,亏麻了,只能再补一点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485095116865752","isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483811551539240,"gmtCreate":1759147282678,"gmtModify":1759147284996,"author":{"id":"4183070168960852","authorId":"4183070168960852","name":"三倍做多AAPL","avatar":"https://static.tigerbbs.com/798c935d8ed52644a47fbaa453f5f055","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4183070168960852","authorIdStr":"4183070168960852"},"themes":[],"htmlText":"沙发","listText":"沙发","text":"沙发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483811551539240","repostId":"1159760887","repostType":2,"repost":{"id":"1159760887","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1759146323,"share":"https://www.laohu8.com/m/news/1159760887?lang=&edition=full","pubTime":"2025-09-29 19:45","market":"hk","language":"zh","title":"郭明錤:小米17系列出货预期下调20%,iPhone 17中国需求增加成关键因素","url":"https://stock-news.laohu8.com/highlight/detail?id=1159760887","media":"老虎资讯综合","summary":"著名分析师郭明錤在社交媒体发布言论:小米新款Xiaomi 17系列更新与相关分析:出货下修、挑战与重返成长的机会1. 出货下修:我最新的产业调查显示,Xiaomi17系列总出贷量显著下修20%,若后续无更积极的价格策略或行销活动,17系列总出贷量可能会低于15系列的约800万部。来自iPhone的竞争压力:Xiaomi17标准版需求低于预期的主因之一是iPhone 17标准版在中国市场优于预期。展望2026年,小米18系列之竞争策略与端侧AI佈局为高阶机型能否恢复成长的关键。","content":"<html><head></head><body><p style=\"text-align: start;\">9月29日(周一),著名分析师郭明錤分析指出:</p><p>1、<strong>出货下修</strong>:根据最新的产业链调查,Xiaomi 17系列总<strong>出货量</strong>显著下修20%(原先目标约1,000万部)。若后续无更积极的价格策略或营销活动,17系列总<strong>出货量</strong>可能会低于15系列的约800万部。</p><p>2、<strong>下修背后的产品组合变动</strong>:下修主因是17标准版需求低于预期。原先预估标准版需求最强劲,可占整体17系列约50-55%,但实际开卖后仅占约15-20%。虽然Pro Max与Pro版本有增加订单,但仍无法<strong>抵消</strong>17标准版的砍单,故整体<strong>出货</strong>预估下修约20%。</p><p>3、<strong>来自iPhone的竞争压力</strong>:Xiaomi 17标准版需求低于预期的主因之一是iPhone 17标准版在中国市场表现优于预期。</p><p>4、<strong>从竞争角度看</strong>,小米在2026年的中国高端市场面临两大挑战:</p><p>1)Apple/iPhone在中国<strong>最坏的时期已经过去</strong>,需面对来自2026年新款iPhone的竞争压力(上半年有新款iPhone SE,下半年有新款高端iPhone系列);</p><p>2)华为的高端机型需求因<strong>纯血鸿蒙应用生态尚不完善</strong>而低于预期,预计此问题将在2026年改善,或者官方会提供更普遍的刷机(刷回兼容版鸿蒙)服务。</p><p>5、<strong>后续观察</strong>:如果Xiaomi 17系列在十一长假期间的销售状况没有进一步改善,为提振高端机型的总出货量,降低特定机型售价是其中一个可能的做法。展望2026年,小米18系列的竞争策略与端侧AI <strong>布局</strong>,将是其高端机型能否恢复增长的关键。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>郭明錤:小米17系列出货预期下调20%,iPhone 17中国需求增加成关键因素</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n郭明錤:小米17系列出货预期下调20%,iPhone 17中国需求增加成关键因素\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-29 19:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">9月29日(周一),著名分析师郭明錤分析指出:</p><p>1、<strong>出货下修</strong>:根据最新的产业链调查,Xiaomi 17系列总<strong>出货量</strong>显著下修20%(原先目标约1,000万部)。若后续无更积极的价格策略或营销活动,17系列总<strong>出货量</strong>可能会低于15系列的约800万部。</p><p>2、<strong>下修背后的产品组合变动</strong>:下修主因是17标准版需求低于预期。原先预估标准版需求最强劲,可占整体17系列约50-55%,但实际开卖后仅占约15-20%。虽然Pro Max与Pro版本有增加订单,但仍无法<strong>抵消</strong>17标准版的砍单,故整体<strong>出货</strong>预估下修约20%。</p><p>3、<strong>来自iPhone的竞争压力</strong>:Xiaomi 17标准版需求低于预期的主因之一是iPhone 17标准版在中国市场表现优于预期。</p><p>4、<strong>从竞争角度看</strong>,小米在2026年的中国高端市场面临两大挑战:</p><p>1)Apple/iPhone在中国<strong>最坏的时期已经过去</strong>,需面对来自2026年新款iPhone的竞争压力(上半年有新款iPhone SE,下半年有新款高端iPhone系列);</p><p>2)华为的高端机型需求因<strong>纯血鸿蒙应用生态尚不完善</strong>而低于预期,预计此问题将在2026年改善,或者官方会提供更普遍的刷机(刷回兼容版鸿蒙)服务。</p><p>5、<strong>后续观察</strong>:如果Xiaomi 17系列在十一长假期间的销售状况没有进一步改善,为提振高端机型的总出货量,降低特定机型售价是其中一个可能的做法。展望2026年,小米18系列的竞争策略与端侧AI <strong>布局</strong>,将是其高端机型能否恢复增长的关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"81810":"小米集团-WR","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159760887","content_text":"9月29日(周一),著名分析师郭明錤分析指出:1、出货下修:根据最新的产业链调查,Xiaomi 17系列总出货量显著下修20%(原先目标约1,000万部)。若后续无更积极的价格策略或营销活动,17系列总出货量可能会低于15系列的约800万部。2、下修背后的产品组合变动:下修主因是17标准版需求低于预期。原先预估标准版需求最强劲,可占整体17系列约50-55%,但实际开卖后仅占约15-20%。虽然Pro Max与Pro版本有增加订单,但仍无法抵消17标准版的砍单,故整体出货预估下修约20%。3、来自iPhone的竞争压力:Xiaomi 17标准版需求低于预期的主因之一是iPhone 17标准版在中国市场表现优于预期。4、从竞争角度看,小米在2026年的中国高端市场面临两大挑战:1)Apple/iPhone在中国最坏的时期已经过去,需面对来自2026年新款iPhone的竞争压力(上半年有新款iPhone SE,下半年有新款高端iPhone系列);2)华为的高端机型需求因纯血鸿蒙应用生态尚不完善而低于预期,预计此问题将在2026年改善,或者官方会提供更普遍的刷机(刷回兼容版鸿蒙)服务。5、后续观察:如果Xiaomi 17系列在十一长假期间的销售状况没有进一步改善,为提振高端机型的总出货量,降低特定机型售价是其中一个可能的做法。展望2026年,小米18系列的竞争策略与端侧AI 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我们先来看看总体的财务数据,第四季度实现营收1,106亿元(约合151.5亿美元),同比增长24%,略低于市场预期的1,160亿元;Non-GAAP净利润298.5亿元(约合40.9亿美元),同比增长17%,超出市场预期的286亿元。全年营收达3,938亿元,同比增长59%;Non-GAAP净利润1,223亿元,同比大增80%。同时现金储备也达到了历史峰值3316亿元,熬过2024Q2-2024Q3,最差的时间已经过去。 一、基本盘稳固,优质商家扶持效果初显 2025Q4拼多多实现在线营销服务收入570亿元(+17% YoY),增速较前三季度放缓,反映平台流量变现效率短期承压。交易服务收入536亿元(+33% YoY),增速环比下降但仍保持高位,主要受益于佣金率优化及高附加值服务渗透。成本与费用端压力显现:营业成本同比+36%至478亿元,履约与支付费用占比攀升;研发投入全年127亿元(+16%),营销费用率降至28%(2023年同期30%),显示“降本增效”策略初见成效。截至2024年末,现金储备达3,316亿元(约454亿美元),经营活动现金流1,219亿元,为长期战略提供充足弹药。 基本盘稳固,销售服务和广告收入持续增长。作为一家零售公司,拼多多创造现金的能力依旧不俗。分业务看,在线营销服务收入570.11亿元(+17%),交易服务收入535.99亿元(+33%),两者合计贡献总营收的95%以上。在自己的核心业务模块,拼多多依旧保持高速成长,这得益于主站GMV的持续增长。在受到争议的“砍一刀”裂变式传播的推进下,主站持续触达低线城市购","listText":"2025年3月20日晚,拼多多发布2024年Q4财报,除了营收收略微不及预期外,其他财务数据均表现良好,顶着加大投入的压力交出了一份不完美但满意的答卷。市场用分歧给予回应,从-8%到+4%,上演一出冰火两重天。 我们先来看看总体的财务数据,第四季度实现营收1,106亿元(约合151.5亿美元),同比增长24%,略低于市场预期的1,160亿元;Non-GAAP净利润298.5亿元(约合40.9亿美元),同比增长17%,超出市场预期的286亿元。全年营收达3,938亿元,同比增长59%;Non-GAAP净利润1,223亿元,同比大增80%。同时现金储备也达到了历史峰值3316亿元,熬过2024Q2-2024Q3,最差的时间已经过去。 一、基本盘稳固,优质商家扶持效果初显 2025Q4拼多多实现在线营销服务收入570亿元(+17% YoY),增速较前三季度放缓,反映平台流量变现效率短期承压。交易服务收入536亿元(+33% YoY),增速环比下降但仍保持高位,主要受益于佣金率优化及高附加值服务渗透。成本与费用端压力显现:营业成本同比+36%至478亿元,履约与支付费用占比攀升;研发投入全年127亿元(+16%),营销费用率降至28%(2023年同期30%),显示“降本增效”策略初见成效。截至2024年末,现金储备达3,316亿元(约454亿美元),经营活动现金流1,219亿元,为长期战略提供充足弹药。 基本盘稳固,销售服务和广告收入持续增长。作为一家零售公司,拼多多创造现金的能力依旧不俗。分业务看,在线营销服务收入570.11亿元(+17%),交易服务收入535.99亿元(+33%),两者合计贡献总营收的95%以上。在自己的核心业务模块,拼多多依旧保持高速成长,这得益于主站GMV的持续增长。在受到争议的“砍一刀”裂变式传播的推进下,主站持续触达低线城市购","text":"2025年3月20日晚,拼多多发布2024年Q4财报,除了营收收略微不及预期外,其他财务数据均表现良好,顶着加大投入的压力交出了一份不完美但满意的答卷。市场用分歧给予回应,从-8%到+4%,上演一出冰火两重天。 我们先来看看总体的财务数据,第四季度实现营收1,106亿元(约合151.5亿美元),同比增长24%,略低于市场预期的1,160亿元;Non-GAAP净利润298.5亿元(约合40.9亿美元),同比增长17%,超出市场预期的286亿元。全年营收达3,938亿元,同比增长59%;Non-GAAP净利润1,223亿元,同比大增80%。同时现金储备也达到了历史峰值3316亿元,熬过2024Q2-2024Q3,最差的时间已经过去。 一、基本盘稳固,优质商家扶持效果初显 2025Q4拼多多实现在线营销服务收入570亿元(+17% YoY),增速较前三季度放缓,反映平台流量变现效率短期承压。交易服务收入536亿元(+33% YoY),增速环比下降但仍保持高位,主要受益于佣金率优化及高附加值服务渗透。成本与费用端压力显现:营业成本同比+36%至478亿元,履约与支付费用占比攀升;研发投入全年127亿元(+16%),营销费用率降至28%(2023年同期30%),显示“降本增效”策略初见成效。截至2024年末,现金储备达3,316亿元(约454亿美元),经营活动现金流1,219亿元,为长期战略提供充足弹药。 基本盘稳固,销售服务和广告收入持续增长。作为一家零售公司,拼多多创造现金的能力依旧不俗。分业务看,在线营销服务收入570.11亿元(+17%),交易服务收入535.99亿元(+33%),两者合计贡献总营收的95%以上。在自己的核心业务模块,拼多多依旧保持高速成长,这得益于主站GMV的持续增长。在受到争议的“砍一刀”裂变式传播的推进下,主站持续触达低线城市购","images":[{"img":"https://static.tigerbbs.com/710f64fac2db15ddb478e502253f64b0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":7,"repostSize":17,"link":"https://laohu8.com/post/415863319974016","isVote":1,"tweetType":1,"viewCount":23804,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010481","authorId":"10000000000010481","name":"暮烟风雨","avatar":"https://static.tigerbbs.com/07c96db55686042cdad8d7a5bde041d7","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010481","authorIdStr":"10000000000010481"},"content":"如果一个这么便宜的优秀公司,还需要盯着季度财报,那不值得投资。pdd几乎是一眼就可以看出来的好机会","text":"如果一个这么便宜的优秀公司,还需要盯着季度财报,那不值得投资。pdd几乎是一眼就可以看出来的好机会","html":"如果一个这么便宜的优秀公司,还需要盯着季度财报,那不值得投资。pdd几乎是一眼就可以看出来的好机会"}],"imageCount":6,"langContent":"CN","totalScore":0},{"id":396659448615080,"gmtCreate":1737863260468,"gmtModify":1745205793240,"author":{"id":"4183070168960852","authorId":"4183070168960852","name":"三倍做多AAPL","avatar":"https://static.tigerbbs.com/798c935d8ed52644a47fbaa453f5f055","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4183070168960852","authorIdStr":"4183070168960852"},"themes":[],"title":"特朗普2.0时代,我们的仓位怎么办?","htmlText":"去年11月6日,特朗普横扫7个摇摆州,以绝对优势赢得美国第47届总统选举,实际上这超出了很多人的预料。民主党的失败,不仅是某些政策引起了争议,如DEI(Diversity、Equity、Inclusion)。也标志着美国民意逐渐右倾的趋势。那么我们应当如何看待特朗普及其党派的政策对我们持仓的影响呢?或者在新的一年我们应当如何布局我们的交易?笔者抛砖引玉,同大家一起探讨。 <a href=\"https://laohu8.com/U/3527667699676929\">@小虎交易笔记</a> 一个门罗主义者 对于川普及其家族的历史,网络上多有讨论,此处不再赘述,我想要强调的是,事实上,川普是一个门罗主义者,更直接地讲,他只会在意美洲事务甚至美国事务,奉行“对于欧洲各国之间的争端,或各国与其美洲殖民地之间的战事,美国保持中立。相关战事若发生于美洲,美国将视为具敌意之行为”的原教旨主义。在现在的政治版图里,可能对于地区之间的争端,他都将保持“不接触”的基本态度。门罗主义的形成,与美国对北美大陆西北沿岸地区的领土要求密切相关,因此,在当选后特朗普提出加拿大成为美国一州、格陵兰岛加入美国等看似离谱的主张是完全有迹可循的!迥异于民主党在理论上更支持多边主义和全球合作的态度,在不影响美国人利益的情况下,特朗普完全可以跟DPRK领导人称兄道弟,出卖美国的盟友。很多人将其解释为特朗普的商人本性,但事实上,我认为他对这些事务事实上是漠不关心的。他只希望小院高墙,所谓关起门来过好自己的日子,对于盟友,敌人都持中性态度,都可能成为MAGA的筹码,只要你愿意谈,愿意让渡一些利益,都可以成为座上宾。过去的四年,特朗普事实上已经将共和党改造成了“川普党”,非支持者已经自动离开或被排挤出了党外,这使得川普总统的政策在两院可能会阻力极小,颇有“凝聚意志,保卫领袖”之感。不管是好政策还是坏政策,当一项政策在美国","listText":"去年11月6日,特朗普横扫7个摇摆州,以绝对优势赢得美国第47届总统选举,实际上这超出了很多人的预料。民主党的失败,不仅是某些政策引起了争议,如DEI(Diversity、Equity、Inclusion)。也标志着美国民意逐渐右倾的趋势。那么我们应当如何看待特朗普及其党派的政策对我们持仓的影响呢?或者在新的一年我们应当如何布局我们的交易?笔者抛砖引玉,同大家一起探讨。 <a href=\"https://laohu8.com/U/3527667699676929\">@小虎交易笔记</a> 一个门罗主义者 对于川普及其家族的历史,网络上多有讨论,此处不再赘述,我想要强调的是,事实上,川普是一个门罗主义者,更直接地讲,他只会在意美洲事务甚至美国事务,奉行“对于欧洲各国之间的争端,或各国与其美洲殖民地之间的战事,美国保持中立。相关战事若发生于美洲,美国将视为具敌意之行为”的原教旨主义。在现在的政治版图里,可能对于地区之间的争端,他都将保持“不接触”的基本态度。门罗主义的形成,与美国对北美大陆西北沿岸地区的领土要求密切相关,因此,在当选后特朗普提出加拿大成为美国一州、格陵兰岛加入美国等看似离谱的主张是完全有迹可循的!迥异于民主党在理论上更支持多边主义和全球合作的态度,在不影响美国人利益的情况下,特朗普完全可以跟DPRK领导人称兄道弟,出卖美国的盟友。很多人将其解释为特朗普的商人本性,但事实上,我认为他对这些事务事实上是漠不关心的。他只希望小院高墙,所谓关起门来过好自己的日子,对于盟友,敌人都持中性态度,都可能成为MAGA的筹码,只要你愿意谈,愿意让渡一些利益,都可以成为座上宾。过去的四年,特朗普事实上已经将共和党改造成了“川普党”,非支持者已经自动离开或被排挤出了党外,这使得川普总统的政策在两院可能会阻力极小,颇有“凝聚意志,保卫领袖”之感。不管是好政策还是坏政策,当一项政策在美国","text":"去年11月6日,特朗普横扫7个摇摆州,以绝对优势赢得美国第47届总统选举,实际上这超出了很多人的预料。民主党的失败,不仅是某些政策引起了争议,如DEI(Diversity、Equity、Inclusion)。也标志着美国民意逐渐右倾的趋势。那么我们应当如何看待特朗普及其党派的政策对我们持仓的影响呢?或者在新的一年我们应当如何布局我们的交易?笔者抛砖引玉,同大家一起探讨。 @小虎交易笔记 一个门罗主义者 对于川普及其家族的历史,网络上多有讨论,此处不再赘述,我想要强调的是,事实上,川普是一个门罗主义者,更直接地讲,他只会在意美洲事务甚至美国事务,奉行“对于欧洲各国之间的争端,或各国与其美洲殖民地之间的战事,美国保持中立。相关战事若发生于美洲,美国将视为具敌意之行为”的原教旨主义。在现在的政治版图里,可能对于地区之间的争端,他都将保持“不接触”的基本态度。门罗主义的形成,与美国对北美大陆西北沿岸地区的领土要求密切相关,因此,在当选后特朗普提出加拿大成为美国一州、格陵兰岛加入美国等看似离谱的主张是完全有迹可循的!迥异于民主党在理论上更支持多边主义和全球合作的态度,在不影响美国人利益的情况下,特朗普完全可以跟DPRK领导人称兄道弟,出卖美国的盟友。很多人将其解释为特朗普的商人本性,但事实上,我认为他对这些事务事实上是漠不关心的。他只希望小院高墙,所谓关起门来过好自己的日子,对于盟友,敌人都持中性态度,都可能成为MAGA的筹码,只要你愿意谈,愿意让渡一些利益,都可以成为座上宾。过去的四年,特朗普事实上已经将共和党改造成了“川普党”,非支持者已经自动离开或被排挤出了党外,这使得川普总统的政策在两院可能会阻力极小,颇有“凝聚意志,保卫领袖”之感。不管是好政策还是坏政策,当一项政策在美国","images":[{"img":"https://static.tigerbbs.com/92b48077dc17552295d4a492de4c4634"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":21,"commentSize":1,"repostSize":15,"link":"https://laohu8.com/post/396659448615080","isVote":1,"tweetType":1,"viewCount":27089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},{"id":417738094748008,"gmtCreate":1742986128810,"gmtModify":1745218633634,"author":{"id":"4183070168960852","authorId":"4183070168960852","name":"三倍做多AAPL","avatar":"https://static.tigerbbs.com/798c935d8ed52644a47fbaa453f5f055","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4183070168960852","authorIdStr":"4183070168960852"},"themes":[],"title":"口红经济爆发,泡泡玛特财报指引双炸裂!","htmlText":"泰国公主的心头好、“神奇泰国体验官员”,泡泡玛特的顶流IP-LABUBU像一阵风,横扫整个亚太地区。今日,泡泡玛特交出2025Q4亮眼财报,多项财务指标大超预期。“开心的时候需要买玩具,不开心的时候也需要买玩具。”泡泡玛特成为经济高质量发展期间,“口红经济”的大赢家! 具体到大的财务数据来看,2024Q4,集团的营收突破了130亿大关,同比激增106.9%,创上市以来最高增速。净利润达到了33亿元,同比2023年增长了203.9%,基本每股收益2.36元人民币,同比增长190.1%。下午盘中的业绩电话会,管理层更是放出炸裂指引:2025年管理层很有信心,销售同比增速有信心做到50%,当年海外可以持续超过100%。,受利好消息提振, <a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 全天强劲上涨10.87%,收于每股140.7港元,再创上市以来历史新高。 营收图谱:双引擎驱动下的几何级增长 领先行业的爆发性增长:在创造130元应收的同时,泡泡玛特的增速和体量继续领跑全行业。除后起之秀布鲁可外(总体量显著低于泡泡玛特),对于名创优品旗下的TOP TOY及其他竞品来说,泡泡玛特在如此体量取得超过百分百的增速是在是有些吓人。 收入结构质变:泡泡玛特的产品和IP也随着一带一路出海,海外业务占比从16.9%跃升至38.9%,港澳台及海外市场贡献50.66亿元,同比增长375.2%。其中东南亚市场收入24.03亿(+619%)已经成为泡泡玛特另一个销售支柱,东南亚线上业务也有非常好的发展:海外线上占比24年1月14%,24年12月是34%,未来占比会持续提升。2024年线上抽盒机在海外推出,7月在泰国推出,今年3月在新加坡、马来西亚和菲律宾推出,可以看出泡泡玛特对东南亚业务极为重视,毕竟同属于相近的文化圈,IP的爆炸式传播很","listText":"泰国公主的心头好、“神奇泰国体验官员”,泡泡玛特的顶流IP-LABUBU像一阵风,横扫整个亚太地区。今日,泡泡玛特交出2025Q4亮眼财报,多项财务指标大超预期。“开心的时候需要买玩具,不开心的时候也需要买玩具。”泡泡玛特成为经济高质量发展期间,“口红经济”的大赢家! 具体到大的财务数据来看,2024Q4,集团的营收突破了130亿大关,同比激增106.9%,创上市以来最高增速。净利润达到了33亿元,同比2023年增长了203.9%,基本每股收益2.36元人民币,同比增长190.1%。下午盘中的业绩电话会,管理层更是放出炸裂指引:2025年管理层很有信心,销售同比增速有信心做到50%,当年海外可以持续超过100%。,受利好消息提振, <a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a> 全天强劲上涨10.87%,收于每股140.7港元,再创上市以来历史新高。 营收图谱:双引擎驱动下的几何级增长 领先行业的爆发性增长:在创造130元应收的同时,泡泡玛特的增速和体量继续领跑全行业。除后起之秀布鲁可外(总体量显著低于泡泡玛特),对于名创优品旗下的TOP TOY及其他竞品来说,泡泡玛特在如此体量取得超过百分百的增速是在是有些吓人。 收入结构质变:泡泡玛特的产品和IP也随着一带一路出海,海外业务占比从16.9%跃升至38.9%,港澳台及海外市场贡献50.66亿元,同比增长375.2%。其中东南亚市场收入24.03亿(+619%)已经成为泡泡玛特另一个销售支柱,东南亚线上业务也有非常好的发展:海外线上占比24年1月14%,24年12月是34%,未来占比会持续提升。2024年线上抽盒机在海外推出,7月在泰国推出,今年3月在新加坡、马来西亚和菲律宾推出,可以看出泡泡玛特对东南亚业务极为重视,毕竟同属于相近的文化圈,IP的爆炸式传播很","text":"泰国公主的心头好、“神奇泰国体验官员”,泡泡玛特的顶流IP-LABUBU像一阵风,横扫整个亚太地区。今日,泡泡玛特交出2025Q4亮眼财报,多项财务指标大超预期。“开心的时候需要买玩具,不开心的时候也需要买玩具。”泡泡玛特成为经济高质量发展期间,“口红经济”的大赢家! 具体到大的财务数据来看,2024Q4,集团的营收突破了130亿大关,同比激增106.9%,创上市以来最高增速。净利润达到了33亿元,同比2023年增长了203.9%,基本每股收益2.36元人民币,同比增长190.1%。下午盘中的业绩电话会,管理层更是放出炸裂指引:2025年管理层很有信心,销售同比增速有信心做到50%,当年海外可以持续超过100%。,受利好消息提振, $泡泡玛特(09992)$ 全天强劲上涨10.87%,收于每股140.7港元,再创上市以来历史新高。 营收图谱:双引擎驱动下的几何级增长 领先行业的爆发性增长:在创造130元应收的同时,泡泡玛特的增速和体量继续领跑全行业。除后起之秀布鲁可外(总体量显著低于泡泡玛特),对于名创优品旗下的TOP TOY及其他竞品来说,泡泡玛特在如此体量取得超过百分百的增速是在是有些吓人。 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还在水下,加仓了多次,不过一点不慌,就应该买入这种有价值的,有小问题的好公司。","images":[{"img":"https://static.tigerbbs.com/6117abde6cbc542c0d08199a32be582b","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/377266107965544","isVote":1,"tweetType":1,"viewCount":8101,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4155712050206802","authorId":"4155712050206802","name":"随便玩玩吧啊啊","avatar":"https://static.tigerbbs.com/5db2407c5fd0e34316f34dac20210ab1","crmLevel":5,"crmLevelSwitch":0,"idStr":"4155712050206802","authorIdStr":"4155712050206802"},"content":"好公司不怕跌,越跌越加","text":"好公司不怕跌,越跌越加","html":"好公司不怕跌,越跌越加"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":377632555966920,"gmtCreate":1733232035612,"gmtModify":1733232290827,"author":{"id":"4183070168960852","authorId":"4183070168960852","name":"三倍做多AAPL","avatar":"https://static.tigerbbs.com/798c935d8ed52644a47fbaa453f5f055","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4183070168960852","authorIdStr":"4183070168960852"},"themes":[],"htmlText":"<a 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同标普一样,QQQ交易中宏观因素占比很大,不同的是,纳斯达克的弹性更大因为有很多成长股和科技股,计划在上方的位置卖出CC,补贴三倍杠杆产品的磨损。","images":[{"img":"https://static.tigerbbs.com/9cb3b64cc6b5864cc3e295b5673d1bb6","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/414426939461704","isVote":1,"tweetType":1,"viewCount":11625,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4193377325563260","authorId":"4193377325563260","name":"人生舵手__小琳","avatar":"https://static.tigerbbs.com/bca18127aea7146dcdf53d2a249fc2f8","crmLevel":6,"crmLevelSwitch":0,"idStr":"4193377325563260","authorIdStr":"4193377325563260"},"content":"cc是什么~","text":"cc是什么~","html":"cc是什么~"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":390484372972016,"gmtCreate":1736379082683,"gmtModify":1746579983733,"author":{"id":"4183070168960852","authorId":"4183070168960852","name":"三倍做多AAPL","avatar":"https://static.tigerbbs.com/798c935d8ed52644a47fbaa453f5f055","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4183070168960852","authorIdStr":"4183070168960852"},"themes":[],"htmlText":"我开仓了<a 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