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Sarawaka
赚赚赚 投资股票背后的企业
IP属地：北京
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Sarawaka
Sarawaka
·
02-25
挺讨厌这女人的 这么老好不下台 给年轻人机会
格力电器连发多条公告：董明珠有望连任，“闺蜜”刘姝威将不再担任独董
新浪科技讯 2月25日午间消息，格力电器今日连续发布多条独立董事候选人声明与承诺书，公告透露格力电器董事会将进行董事会换届。其中，公司第十二届董事会提名董明珠、张伟、张军督、舒立志、钟成堡为第十三届董事会非独立董事候选人，任期自股东大会审议通过之日起三年。其中，董明珠“闺蜜”刘姝威将不再连任格力电器独立董事。
格力电器连发多条公告：董明珠有望连任，“闺蜜”刘姝威将不再担任独董
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Sarawaka
Sarawaka
·
02-24
老外一放消息就是跑路
摩根士丹利升阿里评级至增持，目标价上调至180美元
预计云业务收入将在三年内翻倍。
摩根士丹利升阿里评级至增持，目标价上调至180美元
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Sarawaka
Sarawaka
·
02-02
你正好做空赚钱
达利欧警告：AI狂热正把美股推向泡沫危机
定价已经达到了一个较高的水平。
达利欧警告：AI狂热正把美股推向泡沫危机
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Sarawaka
Sarawaka
·
01-22
$奈飞(NFLX)$
大跳涨 赶紧做空它
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Sarawaka
Sarawaka
·
2023-01-27
$中创新航(03931)$
哈哈
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Sarawaka
Sarawaka
·
2021-02-25
这篇文章不错，转发给大家看看
非常抱歉，此主贴已删除
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Sarawaka
Sarawaka
·
2020-04-09
mark
@晓五：
投资者都善于用估值去理解公司和买卖股票，这可能使你陷入一个误区，巴菲特就说过：估值是一件很难的事。牛市中没人看估值，因为你按估值可能错失了很多机会。熊市也没人去看估值，因为估值会让你死的很惨。估值是一个变量，它在每个人的心中，如果大家都用一把尺子衡量事物，就没有分歧和交易了，这显然就不是市场了。投资不能用教条化的估值去指导买卖。应该是推演未来，用发展的眼光去看公司并指导操作。 -转 $小米集团-W(01810)$ $恒生指数(HSI)$ $上证指数(000001.SH)$
投资者都善于用估值去理解公司和买卖股票，这可能使你陷入一个误区，巴菲特就说过：估值是一件很难的事。牛市中没人看估值，因为你按估值可能错失了很多机会。熊市也没人去看估值，因为估值会让你死的很惨。估值是一个变量，它在每个人的心中，如果大家都用一把尺子衡量事物，就没有分歧和交易了，这显然就不是市场了。投资不能用教条化的估值去指导买卖。应该是推演未来，用发展的眼光去看公司并指导操作。 -转 $小米集团-W(01810)$ $恒生指数(HSI)$ $上证指数(000001.SH)$
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Sarawaka
Sarawaka
·
2020-04-09
这篇文章不错，转发给大家看看
@晓五：
投资者都善于用估值去理解公司和买卖股票，这可能使你陷入一个误区，巴菲特就说过：估值是一件很难的事。牛市中没人看估值，因为你按估值可能错失了很多机会。熊市也没人去看估值，因为估值会让你死的很惨。估值是一个变量，它在每个人的心中，如果大家都用一把尺子衡量事物，就没有分歧和交易了，这显然就不是市场了。投资不能用教条化的估值去指导买卖。应该是推演未来，用发展的眼光去看公司并指导操作。 -转 $小米集团-W(01810)$ $恒生指数(HSI)$ $上证指数(000001.SH)$
投资者都善于用估值去理解公司和买卖股票，这可能使你陷入一个误区，巴菲特就说过：估值是一件很难的事。牛市中没人看估值，因为你按估值可能错失了很多机会。熊市也没人去看估值，因为估值会让你死的很惨。估值是一个变量，它在每个人的心中，如果大家都用一把尺子衡量事物，就没有分歧和交易了，这显然就不是市场了。投资不能用教条化的估值去指导买卖。应该是推演未来，用发展的眼光去看公司并指导操作。 -转 $小米集团-W(01810)$ $恒生指数(HSI)$ $上证指数(000001.SH)$
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Sarawaka
Sarawaka
·
2020-04-08
$中兴通讯(00763)$
大单买入这么多，为啥反而拉不起来呢，求大神指导原因。
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Sarawaka
Sarawaka
·
2018-12-28
$腾讯音乐(TME)$ 顶点快泄了
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这意味着，董明珠将有望连任格力电器非独立董事并继续出任董事长，此外，格力电器副总裁舒立志和总工程师、总裁助理钟成堡首次进入非独立董事候选人...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2025-02-25/doc-inemsnhp9985026.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/2025-02-25/doc-inemsnhp9985026.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2514603980","content_text":"新浪科技讯 2月25日午间消息，格力电器今日连续发布多条独立董事候选人声明与承诺书，公告透露格力电器董事会将进行董事会换届。其中，公司第十二届董事会提名董明珠、张伟、张军督、舒立志、钟成堡为第十三届董事会非独立董事候选人，任期自股东大会审议通过之日起三年。\n 这意味着，董明珠将有望连任格力电器非独立董事并继续出任董事长，此外，格力电器副总裁舒立志和总工程师、总裁助理钟成堡首次进入非独立董事候选人名单。近日，董明珠曾在公开分享中透露，“已在不同的平台上看中几个接班苗子”，在业界看来，舒立志和钟成堡或是董明珠看中的接班“苗子”之一。\n 新面孔之外，也有人不再连任。其中，董明珠“闺蜜”刘姝威将不再连任格力电器独立董事。\n 上述格力电器董事会换届及新一届董事候选人提名议案，尚需提交格力电器股东大会审议。（文猛）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：常福强","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407109776888472,"gmtCreate":1740410334260,"gmtModify":1740410336396,"author":{"id":"3483312659702476","authorId":"3483312659702476","name":"Sarawaka","avatar":"https://static.laohu8.com/d48a0be4249ad2f37e28f6db0b43cf25","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3483312659702476","authorIdStr":"3483312659702476"},"themes":[],"htmlText":"老外一放消息就是跑路","listText":"老外一放消息就是跑路","text":"老外一放消息就是跑路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407109776888472","repostId":"1156112766","repostType":2,"repost":{"id":"1156112766","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":1740371808,"share":"https://www.laohu8.com/m/news/1156112766?lang=&edition=full","pubTime":"2025-02-24 12:36","market":"hk","language":"zh","title":"摩根士丹利升阿里评级至增持，目标价上调至180美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1156112766","media":"老虎资讯综合","summary":"预计云业务收入将在三年内翻倍。","content":"<html><head></head><body><p>摩根士丹利发表研究报告指，阿里巴巴由人工智能驱动的云需求激增，核心淘天集团(TTG)业务的弹性受到低估。由于集团2026至28财年的资本开支约为3000亿人民币，预计云业务收入将在三年内翻倍，在最高情况下，阿里云的估值为每股100美元。该行将阿里目标价由100美元上调至180美元，评级由与大市同步调升至增持。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e6dafd1a731a984764a81c6fec10480\" 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>摩根士丹利升阿里评级至增持，目标价上调至180美元</title>\n<style 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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\">\n摩根士丹利升阿里评级至增持，目标价上调至180美元\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\">2025-02-24 12:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摩根士丹利发表研究报告指，阿里巴巴由人工智能驱动的云需求激增，核心淘天集团(TTG)业务的弹性受到低估。由于集团2026至28财年的资本开支约为3000亿人民币，预计云业务收入将在三年内翻倍，在最高情况下，阿里云的估值为每股100美元。该行将阿里目标价由100美元上调至180美元，评级由与大市同步调升至增持。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e6dafd1a731a984764a81c6fec10480\" 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://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156112766","content_text":"摩根士丹利发表研究报告指，阿里巴巴由人工智能驱动的云需求激增，核心淘天集团(TTG)业务的弹性受到低估。由于集团2026至28财年的资本开支约为3000亿人民币，预计云业务收入将在三年内翻倍，在最高情况下，阿里云的估值为每股100美元。该行将阿里目标价由100美元上调至180美元，评级由与大市同步调升至增持。","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399306737414728,"gmtCreate":1738509785736,"gmtModify":1738509787815,"author":{"id":"3483312659702476","authorId":"3483312659702476","name":"Sarawaka","avatar":"https://static.laohu8.com/d48a0be4249ad2f37e28f6db0b43cf25","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3483312659702476","authorIdStr":"3483312659702476"},"themes":[],"htmlText":"你正好做空赚钱","listText":"你正好做空赚钱","text":"你正好做空赚钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399306737414728","repostId":"1108489662","repostType":4,"repost":{"id":"1108489662","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":1738411827,"share":"https://www.laohu8.com/m/news/1108489662?lang=&edition=full","pubTime":"2025-02-01 20:10","market":"us","language":"zh","title":"达利欧警告：AI狂热正把美股推向泡沫危机","url":"https://stock-news.laohu8.com/highlight/detail?id=1108489662","media":"老虎资讯综合","summary":"定价已经达到了一个较高的水平。","content":"<html><head></head><body><p>桥水基金创始人达利欧最新警告称，投资者对人工智能的狂热助长了美股的“泡沫”，其程度类似于千禧年互联网泡沫破灭前的情形。达利欧指出，“定价已经达到了一个较高的水平，同时还存在利率风险，这种组合可能会刺破泡沫。”</p><p>达利欧表示：“我们现在所处的周期位置非常类似于1998年或1999年的情况。”他补充道，“换句话说，有一种新的重大技术无疑会改变世界并取得成功。但有些人将这一点与投资的成功混淆了。”</p><p>上世纪90年代末，科技股估值飙升，部分原因是低利率和互联网使用的增加，随后随着格林斯潘领导下的美联储收紧货币政策，市场经历了一次残酷的调整。纳斯达克100指数在1999年翻了一番，但在2002年10月前下跌了约80%。而自2023年初以来，该指数再次翻倍，像专注于AI的芯片制造商英伟达等股票大幅上涨。</p><p>达利欧也警告说，在AI领域的赌注异常高。“中美之间的科技竞争不仅对于经济优势至关重要，对于军事优势也是如此，比盈利能力更重要。”“那些过于关注用精细计算来确保盈利的人不会赢得这场竞赛。”</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>达利欧警告：AI狂热正把美股推向泡沫危机</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; }\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达利欧警告：AI狂热正把美股推向泡沫危机\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\">2025-02-01 20:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>桥水基金创始人达利欧最新警告称，投资者对人工智能的狂热助长了美股的“泡沫”，其程度类似于千禧年互联网泡沫破灭前的情形。达利欧指出，“定价已经达到了一个较高的水平，同时还存在利率风险，这种组合可能会刺破泡沫。”</p><p>达利欧表示：“我们现在所处的周期位置非常类似于1998年或1999年的情况。”他补充道，“换句话说，有一种新的重大技术无疑会改变世界并取得成功。但有些人将这一点与投资的成功混淆了。”</p><p>上世纪90年代末，科技股估值飙升，部分原因是低利率和互联网使用的增加，随后随着格林斯潘领导下的美联储收紧货币政策，市场经历了一次残酷的调整。纳斯达克100指数在1999年翻了一番，但在2002年10月前下跌了约80%。而自2023年初以来，该指数再次翻倍，像专注于AI的芯片制造商英伟达等股票大幅上涨。</p><p>达利欧也警告说，在AI领域的赌注异常高。“中美之间的科技竞争不仅对于经济优势至关重要，对于军事优势也是如此，比盈利能力更重要。”“那些过于关注用精细计算来确保盈利的人不会赢得这场竞赛。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/61ac6f61084482a9c0c70291c78e92f5","relate_stocks":{"AGIX":"通用人工智能 ETF-AGIX"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108489662","content_text":"桥水基金创始人达利欧最新警告称，投资者对人工智能的狂热助长了美股的“泡沫”，其程度类似于千禧年互联网泡沫破灭前的情形。达利欧指出，“定价已经达到了一个较高的水平，同时还存在利率风险，这种组合可能会刺破泡沫。”达利欧表示：“我们现在所处的周期位置非常类似于1998年或1999年的情况。”他补充道，“换句话说，有一种新的重大技术无疑会改变世界并取得成功。但有些人将这一点与投资的成功混淆了。”上世纪90年代末，科技股估值飙升，部分原因是低利率和互联网使用的增加，随后随着格林斯潘领导下的美联储收紧货币政策，市场经历了一次残酷的调整。纳斯达克100指数在1999年翻了一番，但在2002年10月前下跌了约80%。而自2023年初以来，该指数再次翻倍，像专注于AI的芯片制造商英伟达等股票大幅上涨。达利欧也警告说，在AI领域的赌注异常高。“中美之间的科技竞争不仅对于经济优势至关重要，对于军事优势也是如此，比盈利能力更重要。”“那些过于关注用精细计算来确保盈利的人不会赢得这场竞赛。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395384406462944,"gmtCreate":1737557177933,"gmtModify":1737557179494,"author":{"id":"3483312659702476","authorId":"3483312659702476","name":"Sarawaka","avatar":"https://static.laohu8.com/d48a0be4249ad2f37e28f6db0b43cf25","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3483312659702476","authorIdStr":"3483312659702476"},"themes":[],"htmlText":"<a 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