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T2021121357
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T2021121357
T2021121357
·
2024-01-17
$创业板指(399006)$
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T2021121357
T2021121357
·
2023-12-29
从哪能看到增发了
@小福哥儿：
$Faraday Future(FFIE)$ 美股也是垃圾，这逼玩意增发了两次，也不强制退市
$Faraday Future(FFIE)$ 美股也是垃圾，这逼玩意增发了两次，也不强制退市
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T2021121357
T2021121357
·
2023-12-10
简直尼玛胡扯
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T2021121357
T2021121357
·
2023-02-12
$道琼斯(.DJI)$
额额呃呃呃
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T2021121357
T2021121357
·
2022-10-10
回购了百分之一的市值都不到也叫大手笔？
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T2021121357
T2021121357
·
2021-05-07
傻批反着来就行了
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T2021121357
T2021121357
·
2021-05-01
这么高的位置还在忽悠接盘哈哈
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T2021121357
T2021121357
·
2021-04-22
傻**，这也叫跌看看大a
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T2021121357
T2021121357
·
2021-04-13
还开啥公司直接炒股算了
小米集团今日回购1601.7万股，耗资3.98亿港币
周二，小米集团在港交所公告称，今日回购1601.7万股，耗资3.98亿港币。周一（4月12日），小米回购1997万股股份，涉资4.986亿港元。
小米集团今日回购1601.7万股，耗资3.98亿港币
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T2021121357
T2021121357
·
2021-04-13
反着听就行，a股继续跌，美股继续涨
对冲基金大佬：美股估值过高，秋季将迎来盘整
对冲基金经理尤斯科认为，伴随经济在今年夏季重启，通货膨胀将迅速窜升，达到比投资者一直以来所预计的还要高的水平。在这种情况下，利率就将随之走高，而利率高企就会打压股价，他说，这一幕最可能发生的时间，将是
对冲基金大佬：美股估值过高，秋季将迎来盘整
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.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小米集团今日回购1601.7万股，耗资3.98亿港币\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\">2021-04-13 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二，<a href=\"https://laohu8.com/S/01810\">小米集团</a>在港交所公告称，今日回购1601.7万股，耗资3.98亿港币。</p><p><img src=\"https://static.tigerbbs.com/7daad417e193e92dd10686cd9da34150\" tg-width=\"550\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>周一（4月12日），小米回购1997万股股份，涉资4.986亿港元。</p><p><img src=\"https://static.tigerbbs.com/fae5606ccc8abae46706bd5d6a4fbcab\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150806179","content_text":"周二，小米集团在港交所公告称，今日回购1601.7万股，耗资3.98亿港币。周一（4月12日），小米回购1997万股股份，涉资4.986亿港元。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":4184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345345987,"gmtCreate":1618282315649,"gmtModify":1618282315649,"author":{"id":"3467882359382011","authorId":"3467882359382011","name":"T2021121357","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467882359382011","authorIdStr":"3467882359382011"},"themes":[],"htmlText":"反着听就行，a股继续跌，美股继续涨","listText":"反着听就行，a股继续跌，美股继续涨","text":"反着听就行，a股继续跌，美股继续涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345345987","repostId":"1194268072","repostType":2,"repost":{"id":"1194268072","kind":"news","pubTimestamp":1618278826,"share":"https://www.laohu8.com/m/news/1194268072?lang=zh_CN&edition=full","pubTime":"2021-04-13 09:53","market":"us","language":"zh","title":"对冲基金大佬：美股估值过高，秋季将迎来盘整","url":"https://stock-news.laohu8.com/highlight/detail?id=1194268072","media":"腾讯美股","summary":"对冲基金经理尤斯科认为，伴随经济在今年夏季重启，通货膨胀将迅速窜升，达到比投资者一直以来所预计的还要高的水平。在这种情况下，利率就将随之走高，而利率高企就会打压股价，他说，这一幕最可能发生的时间，将是","content":"<p>对冲基金经理尤斯科认为，伴随经济在今年夏季重启，通货膨胀将迅速窜升，达到比投资者一直以来所预计的还要高的水平。在这种情况下，利率就将随之走高，而利率高企就会打压股价，他说，这一幕最可能发生的时间，将是在秋季的某个时候。“我绝对相信估值迟早要回归公平值的，因为这才是常态。估值不可能永远保持在过高的水平。”</p>\n<p><img src=\"https://static.tigerbbs.com/cc7c25ee52c6a8b6b04ae796f6602142\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>上周，伴随疫苗持续铺开，经济前景向好，美股再度收于创纪录的高点。可是，越是如此，高到令人目眩的估值越是让对冲基金经理人尤斯科（Mark Yusko）感到不安，因为他相信，今年晚些时候，通货膨胀大概率会迅速攀升，导致美股暴跌。</p>\n<p>事实上，在尤斯科看来，股市当下的估值不能说是没有一点道理的。当然，这并不是意味着他看好基本面，他的判断很可能恰恰相反。</p>\n<p>关键是在于，面对着一个充斥着大量现金，受到强力财政和货币刺激的系统，这位对冲基金公司Morgan Creek Capital的创始人也实在难以做出看空的决定。</p>\n<p>不过，如果局面按照现在的势头继续发展下去，那危险性显然只能与日俱增。市场中大量涌动的流动性推高了美股的估值，使得严重回挫的风险变得越来越大。</p>\n<p>“我认为整体而言，美股市场当下的估值已经高到过分了，比史上任何时候都要过分，甚至超过了2000年。”</p>\n<p>“对于这种情况，市场原本可以靠着传统的自身调整机制去解决，但是后者现在也遭到了践踏。现在空头卖家的数量比以往任何时候都要少。无脑的消极投资越来越多，这些投资的策略就决定了无论股价怎样，它们都唯有买进。积极管理投资在缩水，对冲机制在缩水，这些必然会使得价格变动趋势被放大。”</p>\n<p>他补充道：“当最终的清算到来，其惨烈程度就将超过历史水平，超过如果那些不正常的事情没有发生前提下的水平。剩下的问题就是这一天何时到来，而这是极难推断的。”</p>\n<p>尤斯科也承认，如果更多的刺激被注入股市和经济系统，股价完全可能在今年余下的时间当中继续走高。不过他要强调的是，股价最终总要回到公平值，而要达成这一目的，途径只有两条，要么是盈利增长，要么是价格下跌。</p>\n<p>虽然经济复苏强势，推动盈利增长，最终给予高企的股价以合理性，这样一种可能性不能完全排除，但是遗憾的是，另外一种可能性显然要大得多，也可怕得多。</p>\n<p>尤斯科认为，伴随经济在今年夏季重启，通货膨胀将迅速窜升，达到比投资者一直以来所预计的还要高的水平。在这种情况下，利率就将随之走高，而利率高企就会打压股价，他说，这一幕最可能发生的时间，将是在秋季的某个时候。</p>\n<p>“我绝对相信估值迟早要回归公平值的，因为这才是常态。估值不可能永远保持在过高的水平。”</p>\n<p>“在我看来，我们遭遇某种程度的盘整已经是大概率事件。”他继续分析道，“如果利率上涨，那些愚蠢的估值数字，或者说那些泡沫就可能被刺破。我认为，今年秋季，我们很可能会看到股市呈现出重大的弱势。”</p>\n<p>尤斯科介绍说，在他看来，市场上高估最严重的主要是新兴科技企业和云企业的股票，以及所谓故事股票。他还专门举出了一些例子，如<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、<a href=\"https://laohu8.com/S/ZM\">Zoom</a>、Beyond Meat。</p>\n<p>对于通货膨胀前景感到担忧的，绝非只有尤斯科一个人。在消费者在疫情期间积攒了巨大的需求，准备在复苏中将大量资金投入经济的背景下，通货膨胀实质上已经成为了美股投资者心中的头号梦魇。</p>\n<p>货币政策制定者联储则明确了他们的态度，表示将允许通货膨胀在未来若干年内高于2%的水平，来与过去十年的低通胀达成某种“平衡”。</p>\n<p>联储主席鲍威尔甚至还说，虽然通货膨胀可能在年内激增，但是美国央行认为那将是一次性的现象，因此不会过多担心。</p>\n<p>可是，投资者会怎么想，就是另外一回事了。如果通货膨胀在今年夏季变得过热，就可能让市场陷入惊慌，诱发一轮抛售行情。Permanent Portfolio Permanent基金投资组合经理人卡基诺（Michael Cuggino）就持此种观点，他担心的是，对于可能到来的通胀水平，投资者依然没有充分估计，因此也没有做好面对的准备。</p>\n<p>“现在其实已经有整整两代的新投资者，他们根本就没有见识过利率剧烈波动的环境，也没有见识过真正可怕的通货膨胀是什么样子。这就意味着，他们见到令人震惊的利率波动或者高通胀数据时，到底会做何反应，已经成了一个微妙的X因素。”</p>\n<p>卡基诺补充道：“就好比在电影院里，突然有人高喊‘着火了’，债券投资者会在同一时间乱哄哄地夺门而逃，抛掉手中期限较长的债券。我们即将目睹的场面会是这样吗？”</p>\n<p>从许多指标看来，美股都已经高估得很厉害了，而股票研究的不少大专家们都在就此发出警告，尤其针对那些高估最严重的领域，比如科技板块。</p>\n<p>当然，经济复苏依然在进行当中，还有很小的概率，盈利会大幅超过预期，支撑着股市继续不管不顾地大步上行。</p>","source":"txmg","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\" 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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对冲基金大佬：美股估值过高，秋季将迎来盘整\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 09:53 北京时间 <a href=https://mp.weixin.qq.com/s/XH-mHFcTkWatC7r3zzv2NA><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对冲基金经理尤斯科认为，伴随经济在今年夏季重启，通货膨胀将迅速窜升，达到比投资者一直以来所预计的还要高的水平。在这种情况下，利率就将随之走高，而利率高企就会打压股价，他说，这一幕最可能发生的时间，将是在秋季的某个时候。“我绝对相信估值迟早要回归公平值的，因为这才是常态。估值不可能永远保持在过高的水平。”\n\n上周，伴随疫苗持续铺开，经济前景向好，美股再度收于创纪录的高点。可是，越是如此，高到令人目眩...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/XH-mHFcTkWatC7r3zzv2NA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://mp.weixin.qq.com/s/XH-mHFcTkWatC7r3zzv2NA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194268072","content_text":"对冲基金经理尤斯科认为，伴随经济在今年夏季重启，通货膨胀将迅速窜升，达到比投资者一直以来所预计的还要高的水平。在这种情况下，利率就将随之走高，而利率高企就会打压股价，他说，这一幕最可能发生的时间，将是在秋季的某个时候。“我绝对相信估值迟早要回归公平值的，因为这才是常态。估值不可能永远保持在过高的水平。”\n\n上周，伴随疫苗持续铺开，经济前景向好，美股再度收于创纪录的高点。可是，越是如此，高到令人目眩的估值越是让对冲基金经理人尤斯科（Mark Yusko）感到不安，因为他相信，今年晚些时候，通货膨胀大概率会迅速攀升，导致美股暴跌。\n事实上，在尤斯科看来，股市当下的估值不能说是没有一点道理的。当然，这并不是意味着他看好基本面，他的判断很可能恰恰相反。\n关键是在于，面对着一个充斥着大量现金，受到强力财政和货币刺激的系统，这位对冲基金公司Morgan Creek Capital的创始人也实在难以做出看空的决定。\n不过，如果局面按照现在的势头继续发展下去，那危险性显然只能与日俱增。市场中大量涌动的流动性推高了美股的估值，使得严重回挫的风险变得越来越大。\n“我认为整体而言，美股市场当下的估值已经高到过分了，比史上任何时候都要过分，甚至超过了2000年。”\n“对于这种情况，市场原本可以靠着传统的自身调整机制去解决，但是后者现在也遭到了践踏。现在空头卖家的数量比以往任何时候都要少。无脑的消极投资越来越多，这些投资的策略就决定了无论股价怎样，它们都唯有买进。积极管理投资在缩水，对冲机制在缩水，这些必然会使得价格变动趋势被放大。”\n他补充道：“当最终的清算到来，其惨烈程度就将超过历史水平，超过如果那些不正常的事情没有发生前提下的水平。剩下的问题就是这一天何时到来，而这是极难推断的。”\n尤斯科也承认，如果更多的刺激被注入股市和经济系统，股价完全可能在今年余下的时间当中继续走高。不过他要强调的是，股价最终总要回到公平值，而要达成这一目的，途径只有两条，要么是盈利增长，要么是价格下跌。\n虽然经济复苏强势，推动盈利增长，最终给予高企的股价以合理性，这样一种可能性不能完全排除，但是遗憾的是，另外一种可能性显然要大得多，也可怕得多。\n尤斯科认为，伴随经济在今年夏季重启，通货膨胀将迅速窜升，达到比投资者一直以来所预计的还要高的水平。在这种情况下，利率就将随之走高，而利率高企就会打压股价，他说，这一幕最可能发生的时间，将是在秋季的某个时候。\n“我绝对相信估值迟早要回归公平值的，因为这才是常态。估值不可能永远保持在过高的水平。”\n“在我看来，我们遭遇某种程度的盘整已经是大概率事件。”他继续分析道，“如果利率上涨，那些愚蠢的估值数字，或者说那些泡沫就可能被刺破。我认为，今年秋季，我们很可能会看到股市呈现出重大的弱势。”\n尤斯科介绍说，在他看来，市场上高估最严重的主要是新兴科技企业和云企业的股票，以及所谓故事股票。他还专门举出了一些例子，如Snowflake、Zoom、Beyond Meat。\n对于通货膨胀前景感到担忧的，绝非只有尤斯科一个人。在消费者在疫情期间积攒了巨大的需求，准备在复苏中将大量资金投入经济的背景下，通货膨胀实质上已经成为了美股投资者心中的头号梦魇。\n货币政策制定者联储则明确了他们的态度，表示将允许通货膨胀在未来若干年内高于2%的水平，来与过去十年的低通胀达成某种“平衡”。\n联储主席鲍威尔甚至还说，虽然通货膨胀可能在年内激增，但是美国央行认为那将是一次性的现象，因此不会过多担心。\n可是，投资者会怎么想，就是另外一回事了。如果通货膨胀在今年夏季变得过热，就可能让市场陷入惊慌，诱发一轮抛售行情。Permanent Portfolio Permanent基金投资组合经理人卡基诺（Michael Cuggino）就持此种观点，他担心的是，对于可能到来的通胀水平，投资者依然没有充分估计，因此也没有做好面对的准备。\n“现在其实已经有整整两代的新投资者，他们根本就没有见识过利率剧烈波动的环境，也没有见识过真正可怕的通货膨胀是什么样子。这就意味着，他们见到令人震惊的利率波动或者高通胀数据时，到底会做何反应，已经成了一个微妙的X因素。”\n卡基诺补充道：“就好比在电影院里，突然有人高喊‘着火了’，债券投资者会在同一时间乱哄哄地夺门而逃，抛掉手中期限较长的债券。我们即将目睹的场面会是这样吗？”\n从许多指标看来，美股都已经高估得很厉害了，而股票研究的不少大专家们都在就此发出警告，尤其针对那些高估最严重的领域，比如科技板块。\n当然，经济复苏依然在进行当中，还有很小的概率，盈利会大幅超过预期，支撑着股市继续不管不顾地大步上行。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}