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MarkBonBon
不做空，不末日，不重仓
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MarkBonBon
MarkBonBon
·
2021-02-01
万亿？？？？？？
据悉快手机构暗盘交易成交价相比发行价翻倍
快手融资额高达1.28万亿，认购人数高达140万。
据悉快手机构暗盘交易成交价相比发行价翻倍
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MarkBonBon
MarkBonBon
·
2020-08-06
$跟谁学(GSX)$
？？？啥情况，二个月没看涨到100了？？？？？
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MarkBonBon
MarkBonBon
·
2020-06-16
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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MarkBonBon
MarkBonBon
·
2020-06-15
$跟谁学(GSX)$
哦？也要回港二次上市？此外还有啥利好？
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MarkBonBon
MarkBonBon
·
2020-06-05
$瑞幸咖啡(LK)$
？你们不会不知道要退市吧，不会吧不会吧。
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MarkBonBon
MarkBonBon
·
2020-05-20
这篇文章不错，转发给大家看看
财富内参：LPR没降息有何影响？光刻胶大涨怎么看？大宗商品现在能投资吗？如何规避下一个瑞幸？
《财富内参》是财富指北社群会员的专属内部报告，文字版交易日每天更新，音频版每周3-5期，欢迎扫码收听。本期内参根据5月19-20日的会员问答和市场热点整理而成。Q1、5月LPR报价利率不变，降息暂停释
财富内参：LPR没降息有何影响？光刻胶大涨怎么看？大宗商品现在能投资吗？如何规避下一个瑞幸？
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MarkBonBon
MarkBonBon
·
2020-05-07
$跟谁学(GSX)$
Diao
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MarkBonBon
MarkBonBon
·
2020-04-28
$跟谁学(GSX)$
咦，这对角线走的，开始市值管理了？
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MarkBonBon
MarkBonBon
·
2020-04-15
$特斯拉(TSLA)$
咋地，又学上次冲1000？
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MarkBonBon
MarkBonBon
·
2020-04-14
虽然没买，但是人董事长亲自视频会议来澄清是值得其他中概股学习下的
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"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170070848615","authorIdStr":"3535170070848615"},"themes":[],"htmlText":"万亿？？？？？？","listText":"万亿？？？？？？","text":"万亿？？？？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312489118","repostId":"1168932248","repostType":4,"repost":{"id":"1168932248","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":1612174234,"share":"https://www.laohu8.com/m/news/1168932248?lang=&edition=full","pubTime":"2021-02-01 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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据悉快手机构暗盘交易成交价相比发行价翻倍\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\">2021-02-01 18:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据报道，<a href=\"https://laohu8.com/S/01024\">快手科技</a>在香港暗盘交易中的交易价为IPO价格的两倍。</p><p>今日早些时候有报道称，快手场外OTC市场成交5万股，成交价250港元，涉资1250万港元，较市场预期上限定价的115港元，涨幅高达117%。</p><p>快手将于2月5日在香港上市。最新消息显示，快手融资额高达1.28万亿，认购人数高达140万，不仅冻资额创历史记录，而且认购人数也创了历史记录。公司本次发售3.65亿股，超购1218倍，触发回拨机制，公开发售占比将扩大至6%，香港公开发售股份总数将增至约2191.32万股。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a113221e7eea17d614e3a3d22c60b8bb","relate_stocks":{"01024":"快手-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168932248","content_text":"据报道，快手科技在香港暗盘交易中的交易价为IPO价格的两倍。今日早些时候有报道称，快手场外OTC市场成交5万股，成交价250港元，涉资1250万港元，较市场预期上限定价的115港元，涨幅高达117%。快手将于2月5日在香港上市。最新消息显示，快手融资额高达1.28万亿，认购人数高达140万，不仅冻资额创历史记录，而且认购人数也创了历史记录。公司本次发售3.65亿股，超购1218倍，触发回拨机制，公开发售占比将扩大至6%，香港公开发售股份总数将增至约2191.32万股。","news_type":1,"symbols_score_info":{"01024":0.9}},"isVote":1,"tweetType":1,"viewCount":3230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945728354,"gmtCreate":1596687359078,"gmtModify":1704213186879,"author":{"id":"3535170070848615","authorId":"3535170070848615","name":"MarkBonBon","avatar":"https://static.tigerbbs.com/2c2e2850657c89c5b63fb6b8b645cab1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170070848615","authorIdStr":"3535170070848615"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>？？？啥情况，二个月没看涨到100了？？？？？","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>？？？啥情况，二个月没看涨到100了？？？？？","text":"$跟谁学(GSX)$？？？啥情况，二个月没看涨到100了？？？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/945728354","isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955322029,"gmtCreate":1592312974661,"gmtModify":1704198773372,"author":{"id":"3535170070848615","authorId":"3535170070848615","name":"MarkBonBon","avatar":"https://static.tigerbbs.com/2c2e2850657c89c5b63fb6b8b645cab1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170070848615","authorIdStr":"3535170070848615"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/955322029","repostId":"2043363773","repostType":2,"isVote":1,"tweetType":1,"viewCount":2602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955038500,"gmtCreate":1592234042100,"gmtModify":1704198435378,"author":{"id":"3535170070848615","authorId":"3535170070848615","name":"MarkBonBon","avatar":"https://static.tigerbbs.com/2c2e2850657c89c5b63fb6b8b645cab1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170070848615","authorIdStr":"3535170070848615"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>哦？也要回港二次上市？此外还有啥利好？","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>哦？也要回港二次上市？此外还有啥利好？","text":"$跟谁学(GSX)$哦？也要回港二次上市？此外还有啥利好？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/955038500","isVote":1,"tweetType":1,"viewCount":2677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958405009,"gmtCreate":1591344690801,"gmtModify":1704195387062,"author":{"id":"3535170070848615","authorId":"3535170070848615","name":"MarkBonBon","avatar":"https://static.tigerbbs.com/2c2e2850657c89c5b63fb6b8b645cab1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170070848615","authorIdStr":"3535170070848615"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>？你们不会不知道要退市吧，不会吧不会吧。","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>？你们不会不知道要退市吧，不会吧不会吧。","text":"$瑞幸咖啡(LK)$？你们不会不知道要退市吧，不会吧不会吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/958405009","isVote":1,"tweetType":1,"viewCount":4280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959499258,"gmtCreate":1589980182674,"gmtModify":1704191353854,"author":{"id":"3535170070848615","authorId":"3535170070848615","name":"MarkBonBon","avatar":"https://static.tigerbbs.com/2c2e2850657c89c5b63fb6b8b645cab1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170070848615","authorIdStr":"3535170070848615"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959499258","repostId":"2036284811","repostType":2,"repost":{"id":"2036284811","kind":"news","pubTimestamp":1589978855,"share":"https://www.laohu8.com/m/news/2036284811?lang=&edition=full","pubTime":"2020-05-20 20:47","market":"us","language":"zh","title":"财富内参：LPR没降息有何影响？光刻胶大涨怎么看？大宗商品现在能投资吗？如何规避下一个瑞幸？","url":"https://stock-news.laohu8.com/highlight/detail?id=2036284811","media":"如是金融研究院","summary":"《财富内参》是财富指北社群会员的专属内部报告，文字版交易日每天更新，音频版每周3-5期，欢迎扫码收听。本期内参根据5月19-20日的会员问答和市场热点整理而成。Q1、5月LPR报价利率不变，降息暂停释","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20200520204828607v246kauvt04f3sr\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20200520204837491v2463aadwq191fz\"/><p><strong>《财富内参》是财富指北社群会员的专属内部报告，文字版交易日每天更新，音频版每周3-</strong><strong>5</strong><strong>期，欢迎扫码收听。本期内参根据5月19</strong><strong>-</strong><strong>20</strong><strong>日的会员问答和市场热点整理而成。</strong></p><p><strong>Q1、5月LPR报价利率不变，降息暂停释放了什么重要信号？</strong></p><p>今天公布的5月LPR报价利率选择了按兵不动，1年期LPR3.85%，5年期LPR4.65%。因为前面的MLF并没有降价，所以LPR没降价也在预期之中，这其中释放出一个我们近期反复提示的信号，货币政策和流动性环境正在悄然发生变化，从量的宽松转向质的宽松。钱不在多，能惠及实体就行。接下来降息降准还会有，但重点已经转向信用的扩张，这就是经济进入衰退后期的典型特征，相应的大类资产也会随之产生轮动，<strong>我们前几天的策略会和今天的微课堂都讲了这个问题，感兴趣的可以去听下。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20200520204853649v246ln85zwbtjg9\"/><p><strong>Q2、为什么最近光刻胶板块强势上涨？科技股投资需要注意什么？</strong></p><p>昨天光刻胶板块领涨科技股，很多会员朋友也比较关注。光刻胶板块上涨还是国产替代的逻辑。一方面，光刻胶属于半导体材料，而材料是半导体产业的基石，在芯片制造中的地位非常重要。另一方面，光刻胶技术壁垒很高，全球高端光刻胶市场几乎被日美韩垄断，我国在这一块是非常薄弱的，基本依赖进口。现在外部面临着全球疫情加上美国制裁升级，国内半导体企业有核心原材料断供的风险，半导体材料这一块的国产替代动力最强，同时也是国家大基金二期投资的重点对象。未来3年国内新建晶圆厂迎来投产高峰期，给光刻胶打开了最佳代替窗口，发展空间比较大。但需要注意的是，昨天我们在直播中也跟大家讲到，做科技股投资的时候赛道好不代表个股就好，科技股整体估值也处于高位，风险还是很高的。而且现在大部分好的科技股都不在A股上市，所以还是要谨慎选择一些拥有核心技术，安全边际高的优质龙头。我们更新了大基金二期相关公司现在的基本面情况，供大家参考。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200520204854816v246g9jxrf4khn6\"/><p><strong>Q3、<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>涉嫌财务造假面临强制退市，如何辨别公司是否有财务造假的嫌疑？</strong></p><p>5月19日晚间，瑞幸咖啡发布公告称公司于5月15日收到纳斯达克交易所的退市通知，公司计划就此举行听证会。自4月初瑞幸咖啡涉嫌财务造假事件后，公司股价闪崩，暴跌80%以上。目前股票正处于停牌状态中，市值仅剩近11亿。反观国内，目前对于财务造假的处罚相对较轻，近年来A股市场上财务造假的问题有愈演愈烈之势。从2008年至今共有近220家上市公司涉嫌财务造假，广大投资者深受其害。</p><p>给大家简单介绍一下最常见的三种财务造假手段：第一种是虚增收入。大多数是通过虚构业务、伪造合同实现的。瑞幸就是通过虚增收入夸大了22亿人民币的营业额。如果一个公司所在的行业整体处于衰退，但公司的收入却疯狂增长，或者公司本年收入突然大幅高于以往收入，就要当心是不是有虚增收入的可能性。第二种是虚减成本。如果当期利润不太好，那么有的公司会推后确认费用，甚至少计甚至不计费用来粉饰业绩。如果企业存在成本、费用快速下降的情况，就要观察企业是不是有虚减成本的嫌疑。第三种是虚增资产，在农林牧渔行业比较常见，最典型的就是 “<a href=\"https://laohu8.com/S/002069\">獐子岛</a>的扇贝跑了”这种事。如果公司的资产科目出现异常变化或者不合逻辑的增长，就要提高警惕了。</p><p><strong>Q4、有一些个股，各项财务指标符合价值投资理念，为何一直没有起色？</strong></p><p>短期判断股价光看财务指标是不行的，既不是充分条件，也不是绝对的必要条件。财务指标是静态的，但股价得看动态的成长性。</p><p><strong>Q5、大宗商品的基本面如何？现在还能投资吗？</strong></p><p>目前经济正处于从衰退后期到复苏前期的过渡阶段，大宗商品原则上属于复苏期资产，是有一定机会的。但是长期基本面有问题，弹性肯定没有之前大，而且投机炒作的风险很大。从需求端来看，工业化后期+地产存量时代不需要那么多大宗商品，尤其是工业品，复苏前期需求可能短暂回暖，但长期看空。从供给端来看，去产能速度放缓，不存在像2016年支持价格大涨的基础。</p><p><strong>Q6、5G是国家新基建支持的产业，为什么A股市场以<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>为代表的通信板块还在下跌呢？</strong></p><p>外部来看，近期中美贸易摩擦有升级的迹象，美国对以华为为代表的中国科技公司制裁力度加大，可能影响5G发展的整体节奏。内部来看，我国信息产业虽然有政策支持，但是很多领域比较薄弱，一些核心半导体制造材料、设备等都还受制于人，这不是喊口号就能迅速解决的。估值来看，新基建产业相关公司大多是科技股，国内科技股前期涨幅较大，估值大多处于高位，安全边际比较差。我们在前期的直播中也说到，虽然5G赛道没问题，但是内部细分领域分化会比较大，要选优质龙头。<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>表现不好主要是因为受到制裁。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200520204900654v246a54w3eg8l2r\"/><p><strong>往期问答精选</strong></p><p><strong>Q1、央行再次定向降准0.5个百分点，对市场有何影响？</strong></p><p><strong>Q2、MLF到期未续作，利率没变，下一步货币政策怎么看？</strong></p><p><strong>Q3、4月经济数据出炉，有哪些亮点值得关注？</strong></p><p><strong>Q4、美联储声明拒绝实施负利率，美国经济和市场会怎么走？</strong></p><p><strong>Q5、广州房贷最低降至4.65%，对房价有何影响？</strong></p><p>Q6、央行出台30条金融政策支持粤港澳大湾区，怎么看大湾区的长期价值？</p><p>Q7、当前时点，哪些资产属于衰退资产，哪些是复苏资产？</p><p>Q8、如何看待当前的银行保险板块？</p><p><strong>……</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20200520204901365v2466vl1s2cotcu\"/><p><strong>扫码加入会员，向导师提问</strong></p><p><strong>▼</strong><strong>▼▼</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20200520204904093v246nsoavpaae2b\"/></article></body></html>","source":"tencent","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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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财富内参：LPR没降息有何影响？光刻胶大涨怎么看？大宗商品现在能投资吗？如何规避下一个瑞幸？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-20 20:47 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005202049057a730009&s=b><strong>如是金融研究院</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《财富内参》是财富指北社群会员的专属内部报告，文字版交易日每天更新，音频版每周3-5期，欢迎扫码收听。本期内参根据5月19-20日的会员问答和市场热点整理而成。Q1、5月LPR报价利率不变，降息暂停释放了什么重要信号？今天公布的5月LPR报价利率选择了按兵不动，1年期LPR3.85%，5年期LPR4.65%。因为前面的MLF并没有降价，所以LPR没降价也在预期之中，这其中释放出一个我们近期反复提示...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005202049057a730009&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9c33d568670903493bfffd7f24eb14e","relate_stocks":{"161715":"大宗商品","000979.SH":"大宗商品"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005202049057a730009&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2036284811","content_text":"《财富内参》是财富指北社群会员的专属内部报告，文字版交易日每天更新，音频版每周3-5期，欢迎扫码收听。本期内参根据5月19-20日的会员问答和市场热点整理而成。Q1、5月LPR报价利率不变，降息暂停释放了什么重要信号？今天公布的5月LPR报价利率选择了按兵不动，1年期LPR3.85%，5年期LPR4.65%。因为前面的MLF并没有降价，所以LPR没降价也在预期之中，这其中释放出一个我们近期反复提示的信号，货币政策和流动性环境正在悄然发生变化，从量的宽松转向质的宽松。钱不在多，能惠及实体就行。接下来降息降准还会有，但重点已经转向信用的扩张，这就是经济进入衰退后期的典型特征，相应的大类资产也会随之产生轮动，我们前几天的策略会和今天的微课堂都讲了这个问题，感兴趣的可以去听下。Q2、为什么最近光刻胶板块强势上涨？科技股投资需要注意什么？昨天光刻胶板块领涨科技股，很多会员朋友也比较关注。光刻胶板块上涨还是国产替代的逻辑。一方面，光刻胶属于半导体材料，而材料是半导体产业的基石，在芯片制造中的地位非常重要。另一方面，光刻胶技术壁垒很高，全球高端光刻胶市场几乎被日美韩垄断，我国在这一块是非常薄弱的，基本依赖进口。现在外部面临着全球疫情加上美国制裁升级，国内半导体企业有核心原材料断供的风险，半导体材料这一块的国产替代动力最强，同时也是国家大基金二期投资的重点对象。未来3年国内新建晶圆厂迎来投产高峰期，给光刻胶打开了最佳代替窗口，发展空间比较大。但需要注意的是，昨天我们在直播中也跟大家讲到，做科技股投资的时候赛道好不代表个股就好，科技股整体估值也处于高位，风险还是很高的。而且现在大部分好的科技股都不在A股上市，所以还是要谨慎选择一些拥有核心技术，安全边际高的优质龙头。我们更新了大基金二期相关公司现在的基本面情况，供大家参考。Q3、瑞幸咖啡涉嫌财务造假面临强制退市，如何辨别公司是否有财务造假的嫌疑？5月19日晚间，瑞幸咖啡发布公告称公司于5月15日收到纳斯达克交易所的退市通知，公司计划就此举行听证会。自4月初瑞幸咖啡涉嫌财务造假事件后，公司股价闪崩，暴跌80%以上。目前股票正处于停牌状态中，市值仅剩近11亿。反观国内，目前对于财务造假的处罚相对较轻，近年来A股市场上财务造假的问题有愈演愈烈之势。从2008年至今共有近220家上市公司涉嫌财务造假，广大投资者深受其害。给大家简单介绍一下最常见的三种财务造假手段：第一种是虚增收入。大多数是通过虚构业务、伪造合同实现的。瑞幸就是通过虚增收入夸大了22亿人民币的营业额。如果一个公司所在的行业整体处于衰退，但公司的收入却疯狂增长，或者公司本年收入突然大幅高于以往收入，就要当心是不是有虚增收入的可能性。第二种是虚减成本。如果当期利润不太好，那么有的公司会推后确认费用，甚至少计甚至不计费用来粉饰业绩。如果企业存在成本、费用快速下降的情况，就要观察企业是不是有虚减成本的嫌疑。第三种是虚增资产，在农林牧渔行业比较常见，最典型的就是 “獐子岛的扇贝跑了”这种事。如果公司的资产科目出现异常变化或者不合逻辑的增长，就要提高警惕了。Q4、有一些个股，各项财务指标符合价值投资理念，为何一直没有起色？短期判断股价光看财务指标是不行的，既不是充分条件，也不是绝对的必要条件。财务指标是静态的，但股价得看动态的成长性。Q5、大宗商品的基本面如何？现在还能投资吗？目前经济正处于从衰退后期到复苏前期的过渡阶段，大宗商品原则上属于复苏期资产，是有一定机会的。但是长期基本面有问题，弹性肯定没有之前大，而且投机炒作的风险很大。从需求端来看，工业化后期+地产存量时代不需要那么多大宗商品，尤其是工业品，复苏前期需求可能短暂回暖，但长期看空。从供给端来看，去产能速度放缓，不存在像2016年支持价格大涨的基础。Q6、5G是国家新基建支持的产业，为什么A股市场以中兴通讯为代表的通信板块还在下跌呢？外部来看，近期中美贸易摩擦有升级的迹象，美国对以华为为代表的中国科技公司制裁力度加大，可能影响5G发展的整体节奏。内部来看，我国信息产业虽然有政策支持，但是很多领域比较薄弱，一些核心半导体制造材料、设备等都还受制于人，这不是喊口号就能迅速解决的。估值来看，新基建产业相关公司大多是科技股，国内科技股前期涨幅较大，估值大多处于高位，安全边际比较差。我们在前期的直播中也说到，虽然5G赛道没问题，但是内部细分领域分化会比较大，要选优质龙头。中兴通讯表现不好主要是因为受到制裁。往期问答精选Q1、央行再次定向降准0.5个百分点，对市场有何影响？Q2、MLF到期未续作，利率没变，下一步货币政策怎么看？Q3、4月经济数据出炉，有哪些亮点值得关注？Q4、美联储声明拒绝实施负利率，美国经济和市场会怎么走？Q5、广州房贷最低降至4.65%，对房价有何影响？Q6、央行出台30条金融政策支持粤港澳大湾区，怎么看大湾区的长期价值？Q7、当前时点，哪些资产属于衰退资产，哪些是复苏资产？Q8、如何看待当前的银行保险板块？……扫码加入会员，向导师提问▼▼▼","news_type":1,"symbols_score_info":{"161715":1,"000979.SH":1,"LK":1}},"isVote":1,"tweetType":1,"viewCount":2821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927677174,"gmtCreate":1588865379598,"gmtModify":1704178740286,"author":{"id":"3535170070848615","authorId":"3535170070848615","name":"MarkBonBon","avatar":"https://static.tigerbbs.com/2c2e2850657c89c5b63fb6b8b645cab1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535170070848615","authorIdStr":"3535170070848615"},"themes":[],"htmlText":"<a 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