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凯瑞昂

IP属地：贵州

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- 凯瑞昂凯瑞昂
  ·2024-04-24
  $特斯拉(TSLA)$ 这是要拉爆空头了吗？
  1,181 评论
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- 凯瑞昂凯瑞昂
  ·2024-03-07
  $台积电(TSM)$ 2月6号买的，拿着没动到今天。
  3,189 4
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- 凯瑞昂凯瑞昂
  ·2024-02-02
  $特斯拉(TSLA)$ 150恐怕是很难到了
  3,434 2
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- 凯瑞昂凯瑞昂
  ·2023-11-29
  $拼多多(PDD)$ 是不是该买put了？这个加速有点不可持续的感觉。另外就是，坦白讲，拼多多对于卖家来讲太伤了，买家是重要，但买家如果叛逃了呢？卖家会一直情愿被这么剥削吗？就一直愿意被白嫖吗？不好说。
  3,722 3
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- 凯瑞昂凯瑞昂
  ·2023-06-21
  $特斯拉(TSLA)$ 上300去
  3,039 2
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- 凯瑞昂凯瑞昂
  ·2023-04-05
  好
  非常抱歉，此主贴已删除
  2,079 评论
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- 凯瑞昂凯瑞昂
  ·2023-03-09
  与Facebook无关，为什么要挂在这里呢？
  美股回购规模创纪录，全靠这5家公司
  摩根大通策略师表示，今年美国企业宣布的回购计划正以创纪录的速度进行，不过在2610亿美元的回购计划中，超过三分之二的回购计划仅分布在五家公司。Dubravko Lakos-Bujas领导的团队在一份报
  美股回购规模创纪录，全靠这5家公司
  1,641 评论
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- 凯瑞昂凯瑞昂
  ·2021-07-22
  2021.07.22 复盘笔记 by 凯瑞昂
  2021-07-22 成本现价浮动收益老虎证券(TIGR) 16.98 20.15 +18.65% 买入时机要求再严格一些，终于等来了一个不错的位置。
  2,102 评论
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  2021.07.22 复盘笔记 by 凯瑞昂
- 凯瑞昂凯瑞昂
  ·2021-07-01
  $每日优鲜(MF)$看图就好
  2,228 1
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- 凯瑞昂凯瑞昂
  ·2021-06-30
  $叮咚(DDL)$夜里两点开始交易，就那么几股，真是无语。
  2,665 评论
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2月6号买的，拿着没动到今天。","images":[{"img":"https://static.tigerbbs.com/877a3dac84f84a961ebece92ae6525bf","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/281796405420344","isVote":1,"tweetType":1,"viewCount":3189,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544073188249485","authorId":"3544073188249485","name":"jius","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3544073188249485","authorIdStr":"3544073188249485"},"content":"这是开了几倍杠杆？","text":"这是开了几倍杠杆？","html":"这是开了几倍杠杆？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":269716813479976,"gmtCreate":1706856803875,"gmtModify":1706856804925,"author":{"id":"3453412771192240","authorId":"3453412771192240","name":"凯瑞昂","avatar":"https://static.tigerbbs.com/8d3c623b92b9d36252abd7d1fa6b3aba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453412771192240","authorIdStr":"3453412771192240"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 150恐怕是很难到了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 150恐怕是很难到了","text":"$特斯拉(TSLA)$ 150恐怕是很难到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/269716813479976","isVote":1,"tweetType":1,"viewCount":3434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":246780873236504,"gmtCreate":1701270483487,"gmtModify":1701270484823,"author":{"id":"3453412771192240","authorId":"3453412771192240","name":"凯瑞昂","avatar":"https://static.tigerbbs.com/8d3c623b92b9d36252abd7d1fa6b3aba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453412771192240","authorIdStr":"3453412771192240"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v 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是不是该买put了？这个加速有点不可持续的感觉。另外就是，坦白讲，拼多多对于卖家来讲太伤了，买家是重要，但买家如果叛逃了呢？卖家会一直情愿被这么剥削吗？就一直愿意被白嫖吗？不好说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/246780873236504","isVote":1,"tweetType":1,"viewCount":3722,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"idStr":"3537567136208150","authorIdStr":"3537567136208150"},"content":"我就受不了一直给拼多多各种规则剥削血汗钱还有一直给白嫖，我已经退店了。在拼多多做商家根本就像奴隶一样！","text":"我就受不了一直给拼多多各种规则剥削血汗钱还有一直给白嫖，我已经退店了。在拼多多做商家根本就像奴隶一样！","html":"我就受不了一直给拼多多各种规则剥削血汗钱还有一直给白嫖，我已经退店了。在拼多多做商家根本就像奴隶一样！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189449376608256,"gmtCreate":1687277811767,"gmtModify":1687277812723,"author":{"id":"3453412771192240","authorId":"3453412771192240","name":"凯瑞昂","avatar":"https://static.tigerbbs.com/8d3c623b92b9d36252abd7d1fa6b3aba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453412771192240","authorIdStr":"3453412771192240"},"themes":[],"htmlText":"<a 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上300去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/189449376608256","isVote":1,"tweetType":1,"viewCount":3039,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":7,"crmLevelSwitch":1,"idStr":"3538458176058351","authorIdStr":"3538458176058351"},"content":"轻轻松松到前高点400","text":"轻轻松松到前高点400","html":"轻轻松松到前高点400"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653803802,"gmtCreate":1680702808406,"gmtModify":1680702809924,"author":{"id":"3453412771192240","authorId":"3453412771192240","name":"凯瑞昂","avatar":"https://static.tigerbbs.com/8d3c623b92b9d36252abd7d1fa6b3aba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453412771192240","authorIdStr":"3453412771192240"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653803802","repostId":"2325368910","repostType":2,"isVote":1,"tweetType":1,"viewCount":2079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627249556,"gmtCreate":1678373866375,"gmtModify":1678373868089,"author":{"id":"3453412771192240","authorId":"3453412771192240","name":"凯瑞昂","avatar":"https://static.tigerbbs.com/8d3c623b92b9d36252abd7d1fa6b3aba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453412771192240","authorIdStr":"3453412771192240"},"themes":[],"htmlText":"与Facebook无关，为什么要挂在这里呢？","listText":"与Facebook无关，为什么要挂在这里呢？","text":"与Facebook无关，为什么要挂在这里呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627249556","repostId":"2318267778","repostType":2,"repost":{"id":"2318267778","kind":"news","pubTimestamp":1678368190,"share":"https://www.laohu8.com/m/news/2318267778?lang=&edition=full","pubTime":"2023-03-09 21:23","market":"us","language":"zh","title":"美股回购规模创纪录，全靠这5家公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2318267778","media":"智通财经","summary":"摩根大通策略师表示，今年美国企业宣布的回购计划正以创纪录的速度进行，不过在2610亿美元的回购计划中，超过三分之二的回购计划仅分布在五家公司。Dubravko Lakos-Bujas领导的团队在一份报","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师表示，今年美国企业宣布的回购计划正以创纪录的速度进行，不过在2610亿美元的回购计划中，超过三分之二的回购计划仅分布在五家公司。</p><p>Dubravko Lakos-Bujas领导的团队在一份报告中写道，<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>以750亿美元的回购额领先，其次是Meta(400亿美元)、<a href=\"https://laohu8.com/S/GS\">高盛</a>(300亿美元)和<a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>和<a href=\"https://laohu8.com/S/CRM\">赛富时</a>(各200亿美元)。</p><p><img src=\"https://static.tigerbbs.com/71f72a76205cbdde2d9cef53e826b138\" tg-width=\"528\" tg-height=\"363\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>不过，该行策略师指出，尽管今年迄今为止宣布的回购计划屡创新高，但执行数量一直在下降。去年第四季度股票回购减少了20%，自去年第一季度以来，回购速度有所放缓。</p><p>过去十年，回购一直是美国股票需求的一个关键来源。但鉴于当前经济增长的不确定性，同时回购成为了拜登政府增税的目标，企业可能会寻求保留现金。</p><p>摩根大通策略师表示，过去12个月，标普500指数成份股公司宣布的股票回购总额为8530亿美元，相比之下，2019年5月的峰值约为1万亿美元。</p><p><img src=\"https://static.tigerbbs.com/3fc42d54c2a592cf08658b947d95f178\" tg-width=\"530\" tg-height=\"364\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>其他观点</b></p><p>另外，摩根大通还对美国上市公司的第四季度业绩表现发表了观点。该行策略师认为，美国第四季度财报季并没有想象中的那么糟糕，但证实了企业基本面正在出现裂痕。</p><p>标普500指数成分股公司中，有64%的公司的第四季度业绩超出了预期，低于过去四季度70%的平均水平。</p><p>报告还指出，每股收益继续向下修正，2023年每股收益向下修正8美元至222美元。</p><p>该行策略师认为，下半年的盈利预期仍然过高，利润率上升的预期与劳动力成本的粘性、资本成本压力的上升以及需求放缓的风险相矛盾。</p></body></html>","source":"stock_zhitongcaijing","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>美股回购规模创纪录，全靠这5家公司</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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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美股回购规模创纪录，全靠这5家公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-09 21:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/889419.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通策略师表示，今年美国企业宣布的回购计划正以创纪录的速度进行，不过在2610亿美元的回购计划中，超过三分之二的回购计划仅分布在五家公司。Dubravko Lakos-Bujas领导的团队在一份报告中写道，雪佛龙以750亿美元的回购额领先，其次是Meta(400亿美元)、高盛(300亿美元)和Booking Holdings和赛富时(各200亿美元)。不过，该行策略师指出，尽管今年迄今为止宣布...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/889419.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"CVX":"雪佛龙","GS":"高盛","BKNG":"Booking Holdings","CRM":"赛富时","META":"Meta Platforms, Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/889419.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318267778","content_text":"摩根大通策略师表示，今年美国企业宣布的回购计划正以创纪录的速度进行，不过在2610亿美元的回购计划中，超过三分之二的回购计划仅分布在五家公司。Dubravko Lakos-Bujas领导的团队在一份报告中写道，雪佛龙以750亿美元的回购额领先，其次是Meta(400亿美元)、高盛(300亿美元)和Booking Holdings和赛富时(各200亿美元)。不过，该行策略师指出，尽管今年迄今为止宣布的回购计划屡创新高，但执行数量一直在下降。去年第四季度股票回购减少了20%，自去年第一季度以来，回购速度有所放缓。过去十年，回购一直是美国股票需求的一个关键来源。但鉴于当前经济增长的不确定性，同时回购成为了拜登政府增税的目标，企业可能会寻求保留现金。摩根大通策略师表示，过去12个月，标普500指数成份股公司宣布的股票回购总额为8530亿美元，相比之下，2019年5月的峰值约为1万亿美元。其他观点另外，摩根大通还对美国上市公司的第四季度业绩表现发表了观点。该行策略师认为，美国第四季度财报季并没有想象中的那么糟糕，但证实了企业基本面正在出现裂痕。标普500指数成分股公司中，有64%的公司的第四季度业绩超出了预期，低于过去四季度70%的平均水平。报告还指出，每股收益继续向下修正，2023年每股收益向下修正8美元至222美元。该行策略师认为，下半年的盈利预期仍然过高，利润率上升的预期与劳动力成本的粘性、资本成本压力的上升以及需求放缓的风险相矛盾。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172137108,"gmtCreate":1626943379204,"gmtModify":1626944287942,"author":{"id":"3453412771192240","authorId":"3453412771192240","name":"凯瑞昂","avatar":"https://static.tigerbbs.com/8d3c623b92b9d36252abd7d1fa6b3aba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3453412771192240","authorIdStr":"3453412771192240"},"themes":[],"title":"2021.07.22 复盘笔记 by 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