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海熊
海熊
·
04-23
好消息,提振市场.
美国财长贝森特:主要经济体有机会就贸易问题达成“重大协议”
白宫可能缓和关税政策。
美国财长贝森特:主要经济体有机会就贸易问题达成“重大协议”
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海熊
海熊
·
02-04
[微笑]
中概股普涨,小鹏汽车涨超8%,理想汽车、拼多多、哔哩哔哩涨超7%
三倍做多富时中国ETF大涨超7%。
中概股普涨,小鹏汽车涨超8%,理想汽车、拼多多、哔哩哔哩涨超7%
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海熊
海熊
·
02-04
[微笑]
AI股爆发,Palantir涨超27%,BigBear.ai涨超16%
财报超预期。
AI股爆发,Palantir涨超27%,BigBear.ai涨超16%
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海熊
海熊
·
2024-12-31
$Coinbase Global, Inc.(COIN)$
早晚会回到$300,I have a call . Take time
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海熊
海熊
·
2024-12-04
[微笑]
美联储穆萨莱姆:可能会在即将召开的美联储会议上暂停降息
Musalem还重申,美联储接近实现充分就业和物价稳定双重目标,货币政策处于有利位置。
美联储穆萨莱姆:可能会在即将召开的美联储会议上暂停降息
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海熊
海熊
·
2024-12-03
路径正确,机会爆棚
非常抱歉,此主贴已删除
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海熊
海熊
·
2024-11-15
好一个戏说马首富的DOGE ,精彩,深刻,幽默风趣,读来直呼过瘾,很想照本宣科的读出来,分享给大家,当然绝对标出出处和作者,不含糊! May I ? Thank you so much!
非常抱歉,此主贴已删除
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海熊
海熊
·
2024-09-17
看来大师们关注点是一致的,减少交易,还是价值投资
被巴菲特称为“投资大师之一”的卢·辛普森:为何说“简单”是投资精髓?
卢·辛普森是伯克希尔-哈撒韦公司旗下盖可保险的前首席投资官,被巴菲特称为“投资大师之一”卢-辛普森是伯克希尔-哈撒韦公司旗下盖可保险的前首席投资官,被巴菲特称为 "投资大师之一"。辛普森在盖可保险具有独立的投资决策权,事先无须征得巴菲特的同意。罗伯特-科拉奇克:您认为您的投资理念的精髓是什么?
被巴菲特称为“投资大师之一”的卢·辛普森:为何说“简单”是投资精髓?
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justify;\">贝森特讲话前,本周二一些媒体报道,贝森特在当天的闭门会议上表示,主要经济体的贸易关系将在不久的将来缓和,谈判尚未开始,但达成协议是可能的。</p><p>截至发稿,美股三大指数维持涨势,纳指涨3.65%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/244cd44c911e27d82b33129b278d9ac3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"wallstreetcn_api","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>美国财长贝森特:主要经济体有机会就贸易问题达成“重大协议”</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/420ba7a7bd618b32de13f0dba04c407f","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3745779","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113231453","content_text":"美国财长贝森特连续两日提及主要经济体达成贸易协议的可能。当地时间23日周三,在国际金融协会(IIF)于华盛顿举行的活动中,贝森特表示,主要经济体有机会就贸易问题达成“重大协议”。他重申,美国仍然有关于强势美元的政策。他留意到,欧元“大幅升值”。贝森特表示,尽管特朗普总统发动了贸易战,但美国仍希望与其盟友合作。“关于这一点,我想明确一点:美国优先并不意味着美国‘单干’。恰恰相反,这是呼吁贸易伙伴之间加深合作和相互尊重。\"贝森特引用桥水基金创始人达利欧的概念,提议协同实现经济再平衡。他称:“若外方希望重新平衡经济,我们愿共同推进。”贝森特:我在美国召集了一个叫做金融稳定监管委员会(FSTOC)的机构,汇集各监管机构,我相信通过与美国三大银行监管机构——美联储、美国货币总稽核办公室美国联邦存款保险公司——合作,我们可以建立一个让受监管金融体系再次繁荣的体制。贝森特讲话稍早,据证券时报,周三消息称白宫可能缓和关税政策。贝森特讲话前,本周二一些媒体报道,贝森特在当天的闭门会议上表示,主要经济体的贸易关系将在不久的将来缓和,谈判尚未开始,但达成协议是可能的。截至发稿,美股三大指数维持涨势,纳指涨3.65%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400021366837768,"gmtCreate":1738683634169,"gmtModify":1738683635841,"author":{"id":"3455015162490195","authorId":"3455015162490195","name":"海熊","avatar":"https://static.laohu8.com/23daf95ed79ce1d13a339b23c054df16","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455015162490195","authorIdStr":"3455015162490195"},"themes":[],"htmlText":"<a href=\"\">[微笑] </a>","listText":"<a href=\"\">[微笑] </a>","text":"[微笑] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400021366837768","repostId":"1143640514","repostType":2,"repost":{"id":"1143640514","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":1738682955,"share":"https://www.laohu8.com/m/news/1143640514?lang=&edition=full","pubTime":"2025-02-04 23:29","market":"us","language":"zh","title":"中概股普涨,小鹏汽车涨超8%,理想汽车、拼多多、哔哩哔哩涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143640514","media":"老虎资讯综合","summary":"三倍做多富时中国ETF大涨超7%。","content":"<html><head></head><body><p>周二,中概股强势普涨。分析师对春节后中国经济和股市前景乐观,预计有望喜迎蛇年"开门红"。此外,DeepSeek的出现,有望令中国科技股迎来价值重估。截至发稿,纳斯达克中国金龙指数涨超3%,三倍做多富时中国ETF(YINN)大涨超7%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f09ecb07cc359ec5e9865979aa34ab2\" tg-width=\"560\" tg-height=\"240\"/></p><p>个股方面,小鹏汽车涨超8%,1月交付量同比增长268%;理想汽车、拼多多、哔哩哔哩涨超7%,京东涨超5%,蔚来、阿里巴巴涨超4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bacbd0404cd74a1104c9c61329517d0\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f27c16c80d11597a410198a0806ceef4\" tg-width=\"560\" tg-height=\"240\"/></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>中概股普涨,小鹏汽车涨超8%,理想汽车、拼多多、哔哩哔哩涨超7%</title>\n<style 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23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二,中概股强势普涨。分析师对春节后中国经济和股市前景乐观,预计有望喜迎蛇年"开门红"。此外,DeepSeek的出现,有望令中国科技股迎来价值重估。截至发稿,纳斯达克中国金龙指数涨超3%,三倍做多富时中国ETF(YINN)大涨超7%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f09ecb07cc359ec5e9865979aa34ab2\" tg-width=\"560\" tg-height=\"240\"/></p><p>个股方面,小鹏汽车涨超8%,1月交付量同比增长268%;理想汽车、拼多多、哔哩哔哩涨超7%,京东涨超5%,蔚来、阿里巴巴涨超4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bacbd0404cd74a1104c9c61329517d0\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f27c16c80d11597a410198a0806ceef4\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/312ee818994c50ad7e7753bfe4a565ea","relate_stocks":{"PDD":"拼多多","XPEV":"小鹏汽车","YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143640514","content_text":"周二,中概股强势普涨。分析师对春节后中国经济和股市前景乐观,预计有望喜迎蛇年\"开门红\"。此外,DeepSeek的出现,有望令中国科技股迎来价值重估。截至发稿,纳斯达克中国金龙指数涨超3%,三倍做多富时中国ETF(YINN)大涨超7%。个股方面,小鹏汽车涨超8%,1月交付量同比增长268%;理想汽车、拼多多、哔哩哔哩涨超7%,京东涨超5%,蔚来、阿里巴巴涨超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400013606879608,"gmtCreate":1738682220489,"gmtModify":1738682222292,"author":{"id":"3455015162490195","authorId":"3455015162490195","name":"海熊","avatar":"https://static.laohu8.com/23daf95ed79ce1d13a339b23c054df16","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455015162490195","authorIdStr":"3455015162490195"},"themes":[],"htmlText":"<a href=\"\">[微笑] </a>","listText":"<a href=\"\">[微笑] </a>","text":"[微笑] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400013606879608","repostId":"1123962233","repostType":2,"repost":{"id":"1123962233","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":1738681647,"share":"https://www.laohu8.com/m/news/1123962233?lang=&edition=full","pubTime":"2025-02-04 23:07","market":"us","language":"zh","title":"AI股爆发,Palantir涨超27%,BigBear.ai涨超16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123962233","media":"老虎资讯综合","summary":"财报超预期。","content":"<html><head></head><body><p>周二,Palantir高开高走,截至发稿涨幅超27%。公司Q4营收及2025年展望均超预期。同时,BigBear.ai涨超16%,SoundHound AI 涨超10%,C3.ai 涨超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80a4b69321ba4d08284a8b0e3bbdefc5\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d22f8c4eb2aa5611d28c554f1161dd51\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d82deb69099670f8d0f0fc2c6c9c47fa\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>AI股爆发,Palantir涨超27%,BigBear.ai涨超16%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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\">\nAI股爆发,Palantir涨超27%,BigBear.ai涨超16%\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\">2025-02-04 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二,Palantir高开高走,截至发稿涨幅超27%。公司Q4营收及2025年展望均超预期。同时,BigBear.ai涨超16%,SoundHound AI 涨超10%,C3.ai 涨超6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80a4b69321ba4d08284a8b0e3bbdefc5\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d22f8c4eb2aa5611d28c554f1161dd51\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d82deb69099670f8d0f0fc2c6c9c47fa\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/9b3296a59921ce97bdfc79eee468fd55","relate_stocks":{"PLTR":"Palantir Technologies Inc.","BBAI":"BigBear.ai Holdings"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123962233","content_text":"周二,Palantir高开高走,截至发稿涨幅超27%。公司Q4营收及2025年展望均超预期。同时,BigBear.ai涨超16%,SoundHound AI 涨超10%,C3.ai 涨超6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387207694045720,"gmtCreate":1735574595579,"gmtModify":1735574596909,"author":{"id":"3455015162490195","authorId":"3455015162490195","name":"海熊","avatar":"https://static.laohu8.com/23daf95ed79ce1d13a339b23c054df16","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455015162490195","authorIdStr":"3455015162490195"},"themes":[],"htmlText":"<a href=\"https://www.laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a>早晚会回到$300,I have a call . Take time","listText":"<a href=\"https://www.laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a>早晚会回到$300,I have a call . Take time","text":"$Coinbase Global, Inc.(COIN)$ 早晚会回到$300,I have a call . Take time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387207694045720","isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377974319075712,"gmtCreate":1733321609704,"gmtModify":1733321611328,"author":{"id":"3455015162490195","authorId":"3455015162490195","name":"海熊","avatar":"https://static.laohu8.com/23daf95ed79ce1d13a339b23c054df16","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455015162490195","authorIdStr":"3455015162490195"},"themes":[],"htmlText":"<a href=\"\">[微笑] </a>","listText":"<a href=\"\">[微笑] </a>","text":"[微笑] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377974319075712","repostId":"1112361340","repostType":2,"repost":{"id":"1112361340","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":1733320854,"share":"https://www.laohu8.com/m/news/1112361340?lang=&edition=full","pubTime":"2024-12-04 22:00","market":"us","language":"zh","title":"美联储穆萨莱姆:可能会在即将召开的美联储会议上暂停降息","url":"https://stock-news.laohu8.com/highlight/detail?id=1112361340","media":"老虎资讯综合","summary":"Musalem还重申,美联储接近实现充分就业和物价稳定双重目标,货币政策处于有利位置。","content":"<html><head></head><body><p>美联储圣路易斯联储行长穆萨莱姆本周三(12月4日)发表讲话,表示在通胀高于预期、劳动力市场担忧减弱的情况下,决策者可能是时候放慢降息步伐了</p><p>穆萨莱姆表示,放慢或暂停降息的时机可能即将到来,<strong>随着时间的推移,可能需要额外的政策宽松,</strong>重要的是在不确定的情况下保持货币政策选择的开放性。</p><p>他预计,美国未来两年的通胀率将趋向2%,<strong>最近数据显示通胀停滞的风险增加,</strong>放松得太多、太快的风险要大于放松得太少。</p><p>穆萨莱姆称:“保持政策选择性似乎很重要,放慢降息步伐或暂停降息的时机正在临近,这样可以仔细评估当前的经济环境、即将到来的信息和不断变化的前景”。</p><p>穆萨莱姆还重申,美联储接近实现充分就业和物价稳定双重目标,货币政策处于有利位置。</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>美联储穆萨莱姆:可能会在即将召开的美联储会议上暂停降息</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; 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May I ? Thank you so much!","listText":"好一个戏说马首富的DOGE ,精彩,深刻,幽默风趣,读来直呼过瘾,很想照本宣科的读出来,分享给大家,当然绝对标出出处和作者,不含糊! May I ? Thank you so much!","text":"好一个戏说马首富的DOGE ,精彩,深刻,幽默风趣,读来直呼过瘾,很想照本宣科的读出来,分享给大家,当然绝对标出出处和作者,不含糊! May I ? Thank you so much!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371391236096256","repostId":"1149674693","repostType":2,"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350451878469944,"gmtCreate":1726587436275,"gmtModify":1726587438043,"author":{"id":"3455015162490195","authorId":"3455015162490195","name":"海熊","avatar":"https://static.laohu8.com/23daf95ed79ce1d13a339b23c054df16","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455015162490195","authorIdStr":"3455015162490195"},"themes":[],"htmlText":"看来大师们关注点是一致的,减少交易,还是价值投资","listText":"看来大师们关注点是一致的,减少交易,还是价值投资","text":"看来大师们关注点是一致的,减少交易,还是价值投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350451878469944","repostId":"1196871696","repostType":2,"repost":{"id":"1196871696","kind":"news","pubTimestamp":1726584587,"share":"https://www.laohu8.com/m/news/1196871696?lang=&edition=full","pubTime":"2024-09-17 22:49","market":"us","language":"zh","title":"被巴菲特称为“投资大师之一”的卢·辛普森:为何说“简单”是投资精髓?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196871696","media":"期乐会","summary":"卢·辛普森是伯克希尔-哈撒韦公司旗下盖可保险的前首席投资官,被巴菲特称为“投资大师之一”卢-辛普森是伯克希尔-哈撒韦公司旗下盖可保险的前首席投资官,被巴菲特称为 \"投资大师之一\"。辛普森在盖可保险具有独立的投资决策权,事先无须征得巴菲特的同意。罗伯特-科拉奇克:您认为您的投资理念的精髓是什么?","content":"<html><head></head><body><blockquote><p><strong>卢·辛普森(Lou Simpson)是伯克希尔-哈撒韦公司旗下盖可保险的前首席投资官,被巴菲特称为“投资大师之一”</strong></p></blockquote><p style=\"text-align: justify;\">卢-辛普森(Lou Simpson)是伯克希尔-哈撒韦公司旗下盖可保险的前首席投资官,被巴菲特称为 "投资大师之一"。在2004年致股东的信里,巴菲特提到了辛普森的骄人业绩(见图1)。</p><p style=\"text-align: justify;\">1980年-2004年,辛普森管理的盖可保险投资组合,年化复合回报率为20.3%,高于同期标普指数回报率6.8个百分点。辛普森在盖可保险具有独立的投资决策权,事先无须征得巴菲特的同意。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec872dac902089029065d5340ac4d1db\" alt=\"图1:卢-辛普森的业绩\" title=\"图1:卢-辛普森的业绩\" tg-width=\"727\" tg-height=\"706\"/><span>图1:卢-辛普森的业绩</span></p><p style=\"text-align: justify;\">凯洛格学院金融学教授罗伯特-科拉奇克(Robert Korajczyk)与辛普森进行了一次访谈,讨论他的投资策略。</p><p style=\"text-align: justify;\">罗伯特-科拉奇克:您认为您的投资理念的精髓是什么?</p><p style=\"text-align: justify;\"><strong>辛普森:精髓就是简单。市场中任何领域的投资基础都是被动产品,比如指数基金。这是任何投资者都能接触到的。</strong></p><p style=\"text-align: justify;\">如果你是专业投资者,问题是:你如何增值?交易越多,增值就越难,因为你要承担大量的交易成本,更不用说税收了。</p><p style=\"text-align: justify;\">我们所做的是运行一个由十到十五只股票组成的长期投资组合。其中大部分都是美国股票,它们都有类似的特征。本质上,它们都是优秀的企业。它们有很高的资本回报率,持续的良好回报,而且它们的领导者都希望为股东创造长期价值,同时正确对待利益相关者。</p><p style=\"text-align: justify;\">科拉奇克:所以你把投资集中在最棒的见解上。</p><p style=\"text-align: justify;\">辛普森:你只能了解这么多公司。如果你要管理 50或100种头寸,那么你增值的概率就会低得多。</p><p style=\"text-align: justify;\">到目前为止,今年我们买了一个新头寸,我们正在认真考虑再买一个。我不知道我们会做出什么决定。我们的换手率是 15%、20%。通常情况下,我们会增加一两样东西,同时放弃一两样东西。</p><p style=\"text-align: justify;\">沃伦(巴菲特)曾经说过,你应该把投资看成是别人给你一张有 20 个打孔的记分卡。每变化一次,就在卡上打一个洞。一旦你变化了20次,你就必须坚持你所拥有的东西。问题的关键在于,你的每一个决定都要非常谨慎。你做的决定越多,你做出错误决定的可能性就越大。</p><p style=\"text-align: justify;\">很多投资者都会做的一件事就是剪掉花朵,浇灌杂草。他们卖掉赢家,留下输家,希望输家能扳回一城。一般来说,割草浇花更有效。卖掉不成功的东西,让成功的东西继续运转。</p><p style=\"text-align: justify;\">科拉奇克:投资者害怕错过好公司吗?</p><p style=\"text-align: justify;\"><strong>辛普森:如果说我在管理投资的过程中犯过唯一的错误,那就是过早卖掉非常好的公司。因为一般来说,如果你投出好的投资,它们会持续很长时间。当然,一切都会改变。亚马逊正在极大地改变零售业。</strong></p><p style=\"text-align: justify;\">科拉奇克:在你的投资方法中,定量和定性技巧之间的正确平衡是什么?</p><p style=\"text-align: justify;\">辛普森:我认为你需要定量和定性技巧的结合。现在大多数人都具备定量技能。定性技能会随着时间的推移而进步。</p><p style=\"text-align: justify;\">但是,正如沃伦经常对我说的,"模糊的正确比精确的错误更重要"。每个人都在谈论建模,而且建模可能会有用,但如果你能实现模糊的正确,你就会做得很好。</p><p style=\"text-align: justify;\">例如,你需要确定的一件事是:公司领导是否诚实?他们是否正直?他们的人员流动率大吗?他们对待员工的态度差吗?CEO注重长期经营企业,还是专注于下一季度的预期利润?</p><p style=\"text-align: justify;\">科拉奇克:听起来定性技能可以帮助你评估集中投资组合的不利因素,即集中风险。当你担心某项投资可能爆仓并损害你的投资组合时,你会考虑哪些因素?</p><p style=\"text-align: justify;\">辛普森:我们会考虑几个因素。首先,这是不是我们之前判断的企业?如果你发现一家企业跟你之前想的不一样,这就是一个坏兆头。</p><p style=\"text-align: justify;\">第二个因素是管理层,这也可能与你想象的不同。不幸的是,很多管理者都非常短视,这可能是卖出的另一个原因。这又回到了管理层的基本的诚信和专注点上。</p><p style=\"text-align: justify;\">第三个因素是估值过高,这往往是最困难的,因为你投资的东西在当前价格下你是不会买的,但你又不想卖掉,因为它是一个非常好的企业,你认为它在价格上涨得有点多。也许值得持有一段时间。</p><p style=\"text-align: justify;\">科拉奇克:我觉得你和巴菲特的投资风格非常一致。你和沃伦之间有什么有趣的区别吗?</p><p style=\"text-align: justify;\"><strong>辛普森:沃伦和我最大的不同是,沃伦的工作要艰巨得多。他管理的资金是我们的 20 倍。我们管理的是 50 亿美元。在股票方面,他可能要管理 800、900 或 1000 亿美元。因此,如果他想拥有一个集中的投资组合,他能买的东西就会受到更多限制,而他确实做到了。</strong></p><p style=\"text-align: justify;\">科拉奇克:您强调长期专注和低换手率。交易越多,回报越低,这似乎是真的。</p><p style=\"text-align: justify;\">辛普森:是的,我认为有很强的相关性。投资决策的人数和业绩之间也存在负相关。如果你有很多人参与,你往往会让最没有能力的人做决定,因为你需要达成共识。</p><p style=\"text-align: justify;\">我对人们说的一件事是,如果你真的认为自己不能带来增值--大多数人都不能--那么我认为你的基础投资产品应该是低成本的被动产品。</p><p style=\"text-align: justify;\">科拉奇克:有没有办法让一个人成为一个积极的投资者,但只在周末花几个小时做研究?</p><p style=\"text-align: justify;\">辛普森:也许可以。但是,即使在全职交易的专业人士中,大多数人也不能增加价值。因为,你同样需要支付费用和交易成本。</p><p style=\"text-align: justify;\">是的,我认为有些人只要心态正确,或许有人脉,当然也有运气,就能跑赢大盘。但是,如果有人打算利用热门提示进行投资,或收听 CNBC,或与经纪公司的所谓理财经理一起投资,我认为这对他们来说是一场失败者的游戏。</p></body></html>","source":"lsy1645511055786","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>被巴菲特称为“投资大师之一”的卢·辛普森:为何说“简单”是投资精髓?</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{ 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class=\"title\">\n被巴菲特称为“投资大师之一”的卢·辛普森:为何说“简单”是投资精髓?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-17 22:49 北京时间 <a href=https://mp.weixin.qq.com/s/tH-DHXNUKWj6TswIP257uQ?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%7D><strong>期乐会</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>卢·辛普森(Lou Simpson)是伯克希尔-哈撒韦公司旗下盖可保险的前首席投资官,被巴菲特称为“投资大师之一”卢-辛普森(Lou Simpson)是伯克希尔-哈撒韦公司旗下盖可保险的前首席投资官,被巴菲特称为 \"投资大师之一\"。在2004年致股东的信里,巴菲特提到了辛普森的骄人业绩(见图1)。1980年-2004年,辛普森管理的盖可保险投资组合,年化复合回报率为20.3%,高于同期标普指数...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/tH-DHXNUKWj6TswIP257uQ?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%7D\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/tH-DHXNUKWj6TswIP257uQ?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%7D","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196871696","content_text":"卢·辛普森(Lou Simpson)是伯克希尔-哈撒韦公司旗下盖可保险的前首席投资官,被巴菲特称为“投资大师之一”卢-辛普森(Lou Simpson)是伯克希尔-哈撒韦公司旗下盖可保险的前首席投资官,被巴菲特称为 \"投资大师之一\"。在2004年致股东的信里,巴菲特提到了辛普森的骄人业绩(见图1)。1980年-2004年,辛普森管理的盖可保险投资组合,年化复合回报率为20.3%,高于同期标普指数回报率6.8个百分点。辛普森在盖可保险具有独立的投资决策权,事先无须征得巴菲特的同意。图1:卢-辛普森的业绩凯洛格学院金融学教授罗伯特-科拉奇克(Robert Korajczyk)与辛普森进行了一次访谈,讨论他的投资策略。罗伯特-科拉奇克:您认为您的投资理念的精髓是什么?辛普森:精髓就是简单。市场中任何领域的投资基础都是被动产品,比如指数基金。这是任何投资者都能接触到的。如果你是专业投资者,问题是:你如何增值?交易越多,增值就越难,因为你要承担大量的交易成本,更不用说税收了。我们所做的是运行一个由十到十五只股票组成的长期投资组合。其中大部分都是美国股票,它们都有类似的特征。本质上,它们都是优秀的企业。它们有很高的资本回报率,持续的良好回报,而且它们的领导者都希望为股东创造长期价值,同时正确对待利益相关者。科拉奇克:所以你把投资集中在最棒的见解上。辛普森:你只能了解这么多公司。如果你要管理 50或100种头寸,那么你增值的概率就会低得多。到目前为止,今年我们买了一个新头寸,我们正在认真考虑再买一个。我不知道我们会做出什么决定。我们的换手率是 15%、20%。通常情况下,我们会增加一两样东西,同时放弃一两样东西。沃伦(巴菲特)曾经说过,你应该把投资看成是别人给你一张有 20 个打孔的记分卡。每变化一次,就在卡上打一个洞。一旦你变化了20次,你就必须坚持你所拥有的东西。问题的关键在于,你的每一个决定都要非常谨慎。你做的决定越多,你做出错误决定的可能性就越大。很多投资者都会做的一件事就是剪掉花朵,浇灌杂草。他们卖掉赢家,留下输家,希望输家能扳回一城。一般来说,割草浇花更有效。卖掉不成功的东西,让成功的东西继续运转。科拉奇克:投资者害怕错过好公司吗?辛普森:如果说我在管理投资的过程中犯过唯一的错误,那就是过早卖掉非常好的公司。因为一般来说,如果你投出好的投资,它们会持续很长时间。当然,一切都会改变。亚马逊正在极大地改变零售业。科拉奇克:在你的投资方法中,定量和定性技巧之间的正确平衡是什么?辛普森:我认为你需要定量和定性技巧的结合。现在大多数人都具备定量技能。定性技能会随着时间的推移而进步。但是,正如沃伦经常对我说的,\"模糊的正确比精确的错误更重要\"。每个人都在谈论建模,而且建模可能会有用,但如果你能实现模糊的正确,你就会做得很好。例如,你需要确定的一件事是:公司领导是否诚实?他们是否正直?他们的人员流动率大吗?他们对待员工的态度差吗?CEO注重长期经营企业,还是专注于下一季度的预期利润?科拉奇克:听起来定性技能可以帮助你评估集中投资组合的不利因素,即集中风险。当你担心某项投资可能爆仓并损害你的投资组合时,你会考虑哪些因素?辛普森:我们会考虑几个因素。首先,这是不是我们之前判断的企业?如果你发现一家企业跟你之前想的不一样,这就是一个坏兆头。第二个因素是管理层,这也可能与你想象的不同。不幸的是,很多管理者都非常短视,这可能是卖出的另一个原因。这又回到了管理层的基本的诚信和专注点上。第三个因素是估值过高,这往往是最困难的,因为你投资的东西在当前价格下你是不会买的,但你又不想卖掉,因为它是一个非常好的企业,你认为它在价格上涨得有点多。也许值得持有一段时间。科拉奇克:我觉得你和巴菲特的投资风格非常一致。你和沃伦之间有什么有趣的区别吗?辛普森:沃伦和我最大的不同是,沃伦的工作要艰巨得多。他管理的资金是我们的 20 倍。我们管理的是 50 亿美元。在股票方面,他可能要管理 800、900 或 1000 亿美元。因此,如果他想拥有一个集中的投资组合,他能买的东西就会受到更多限制,而他确实做到了。科拉奇克:您强调长期专注和低换手率。交易越多,回报越低,这似乎是真的。辛普森:是的,我认为有很强的相关性。投资决策的人数和业绩之间也存在负相关。如果你有很多人参与,你往往会让最没有能力的人做决定,因为你需要达成共识。我对人们说的一件事是,如果你真的认为自己不能带来增值--大多数人都不能--那么我认为你的基础投资产品应该是低成本的被动产品。科拉奇克:有没有办法让一个人成为一个积极的投资者,但只在周末花几个小时做研究?辛普森:也许可以。但是,即使在全职交易的专业人士中,大多数人也不能增加价值。因为,你同样需要支付费用和交易成本。是的,我认为有些人只要心态正确,或许有人脉,当然也有运气,就能跑赢大盘。但是,如果有人打算利用热门提示进行投资,或收听 CNBC,或与经纪公司的所谓理财经理一起投资,我认为这对他们来说是一场失败者的游戏。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}