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guang1234
guang1234
·
2021-07-16
$STI ETF(ES3.SI)$
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guang1234
guang1234
·
2021-07-15
$STI ETF(ES3.SI)$
明天加油
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guang1234
guang1234
·
2021-07-12
$星巴克(SBUX)$
各位大哥~为何我买的股价和成本价不一样啊~有什么办法可以改变?本人买1股而已
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guang1234
guang1234
·
2021-07-12
$STI ETF(ES3.SI)$
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guang1234
guang1234
·
2021-07-07
$苹果(AAPL)$
有大大教我为何我买的价位跟我的成本价不一样啊
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guang1234
guang1234
·
2021-06-29
L
红什资本米妮:用一级市场的股东心态来投资二级市场
6月27日,知名互联网券商老虎证券七周年Open Day杭州站顺利举行。多位来自一二级市场的资深研究者对当前市场行情做出分析研判,红什资本资深研究专家米妮受邀出席并发表题为《深度挖掘10倍股的投资逻辑
红什资本米妮:用一级市场的股东心态来投资二级市场
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guang1234
guang1234
·
2021-06-27
Hi
非常抱歉,此主贴已删除
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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>有大大教我为何我买的价位跟我的成本价不一样啊","text":"$苹果(AAPL)$有大大教我为何我买的价位跟我的成本价不一样啊","images":[{"img":"https://static.tigerbbs.com/3ff6cdc2ad9c0096016cd8770b0782a2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/140429701","isVote":1,"tweetType":1,"viewCount":2665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":159839889,"gmtCreate":1624954647141,"gmtModify":1633946565921,"author":{"id":"3585957938713831","authorId":"3585957938713831","name":"guang1234","avatar":"https://static.tigerbbs.com/3ac97252aec159cb1dd531a5346a19db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585957938713831","authorIdStr":"3585957938713831"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159839889","repostId":"1146832034","repostType":4,"repost":{"id":"1146832034","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":1624946893,"share":"https://www.laohu8.com/m/news/1146832034?lang=&edition=full","pubTime":"2021-06-29 14:08","market":"hk","language":"zh","title":"红什资本米妮:用一级市场的股东心态来投资二级市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1146832034","media":"老虎资讯综合","summary":"6月27日,知名互联网券商老虎证券七周年Open Day杭州站顺利举行。多位来自一二级市场的资深研究者对当前市场行情做出分析研判,红什资本资深研究专家米妮受邀出席并发表题为《深度挖掘10倍股的投资逻辑","content":"<p>6月27日,知名互联网券商老虎证券七周年Open Day杭州站顺利举行。多位来自一二级市场的资深研究者对当前市场行情做出分析研判,红什资本资深研究专家米妮受邀出席并发表题为《深度挖掘10倍股的投资逻辑》主题分享。<img src=\"https://static.tigerbbs.com/4bcd89111e3d7b6cc924ccc59b937340\" tg-width=\"278\" tg-height=\"393\">“投资的重点应该放在挖掘上面,无论是10倍股,还是100倍股。”米妮认为,现在的新经济公司面临的可能都是指数级别的增长,也许一年就到来10倍股。我们要做的不仅是挖掘10倍股,重点在于挖掘有价值的公司。</p>\n<p>为什么现在10倍股的完成速度这么快?米妮认为,科技改变了现在经济和社会发展的模式,移动互联网改变了产业链的运营规律。以往传统公司的发展是线性的,随着互联网特别是移动互联网的出现,企业服务的是全球的用户,会发生裂变,带来指数级别的增长。</p>\n<p>作为普通投资人,应该如何应对这个变化呢?“用一级市场的眼光做股东的心态来投资二级市场”,米妮表示。她认为,一级市场的流动性差,持股时间久;二级市场流动性好,但是用户的情绪性操作会导致二级市场估值的波动较大。追涨杀跌比做波段更容易,因此我选择的是,对基本面看好的个股和公司,买入时拿着当股东的心态,给公司时间,陪着公司成长,否则我们其实就容易买到10倍股,但是却挣不到10倍股的钱。</p>\n<p>谈到如何鉴别成长股,长期研究成长股的米妮认为,有些股票的EPS(每股收益)增长来自回购,并非是科技推动。过去三年,每一个月美股公司的回购额都很巨大,我们在做投资的时候,要多关注通过真正的颠覆性、创新性的技术带来利润增长的公司,这样的公司才能抵销通胀预期。</p>\n<p>具体而言,米妮建议投资者从五个方面进行发现和跟踪成长股。</p>\n<p>第一,要看企业的赛道空间。米妮举了一个汽车产业链的例子。以2019年市场规模测算,买车环节三万亿,用车环节大概八万亿,是一个巨大的赛道空间。由于汽车产业链电子化、智能化,改变了以往车厂只覆盖造车这一单一环节的情况,车厂能够参与到上下游的各个制造产业链,获得更多的分润。这也是特斯拉过去估值不断走高的原因,因为它不再是一个单纯的单整车厂,还延伸了产业链的上下游,并可以每个月收取用户的服务费。这种变革对于一线厂商、自动驾驶、激光雷达等等产业链的龙头公司都有利好作用,当这种巨型赛道面临历史变革的时候,也就是牛股倍出的时候,大家需要积极关注。</p>\n<p>第二,要关注企业的生命周期。米妮向大家介绍了一张木头姐姐常用的科技股投资曲线“S曲线图”。每一种新技术增长,都是一条条独立的S型曲线,经过了漫长多起步期,突破了关键点以后进入成长期,也就是说它市占率超过15-20%左右,就迎来了呈指数级别增长的时候,然后慢慢可能到成熟期的尾部增长率放缓,会有新的一条S型曲线出来。当市占率突破的时候,就是一个良好的投资进入点,即使做不到这一段,在这个点的附近,也可以吃到很大的利润。</p>\n<p>已知的财务数据代表企业的过去,公司未来的发展要看创始人和管理层的战略性布局。因此,研究企业的商业模式,分析行业的竞争格局,以及观察企业的管理团队,是另外需要重点关注的三点。</p>\n<p>最后,米妮表示,比发现10倍股更难的就是能拿住10倍股,抱着一级市场的心态关注公司的长期发展,坚定持股,才能获得良好的收益。根据历史的估值水平寻成长股的找安全边际是有局限性的,成长股是有裂变的,要关注公司的可持续性成长。</p>","collect":0,"html":"<!DOCTYPE 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}\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红什资本米妮:用一级市场的股东心态来投资二级市场\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\">2021-06-29 14:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月27日,知名互联网券商老虎证券七周年Open Day杭州站顺利举行。多位来自一二级市场的资深研究者对当前市场行情做出分析研判,红什资本资深研究专家米妮受邀出席并发表题为《深度挖掘10倍股的投资逻辑》主题分享。<img src=\"https://static.tigerbbs.com/4bcd89111e3d7b6cc924ccc59b937340\" tg-width=\"278\" tg-height=\"393\">“投资的重点应该放在挖掘上面,无论是10倍股,还是100倍股。”米妮认为,现在的新经济公司面临的可能都是指数级别的增长,也许一年就到来10倍股。我们要做的不仅是挖掘10倍股,重点在于挖掘有价值的公司。</p>\n<p>为什么现在10倍股的完成速度这么快?米妮认为,科技改变了现在经济和社会发展的模式,移动互联网改变了产业链的运营规律。以往传统公司的发展是线性的,随着互联网特别是移动互联网的出现,企业服务的是全球的用户,会发生裂变,带来指数级别的增长。</p>\n<p>作为普通投资人,应该如何应对这个变化呢?“用一级市场的眼光做股东的心态来投资二级市场”,米妮表示。她认为,一级市场的流动性差,持股时间久;二级市场流动性好,但是用户的情绪性操作会导致二级市场估值的波动较大。追涨杀跌比做波段更容易,因此我选择的是,对基本面看好的个股和公司,买入时拿着当股东的心态,给公司时间,陪着公司成长,否则我们其实就容易买到10倍股,但是却挣不到10倍股的钱。</p>\n<p>谈到如何鉴别成长股,长期研究成长股的米妮认为,有些股票的EPS(每股收益)增长来自回购,并非是科技推动。过去三年,每一个月美股公司的回购额都很巨大,我们在做投资的时候,要多关注通过真正的颠覆性、创新性的技术带来利润增长的公司,这样的公司才能抵销通胀预期。</p>\n<p>具体而言,米妮建议投资者从五个方面进行发现和跟踪成长股。</p>\n<p>第一,要看企业的赛道空间。米妮举了一个汽车产业链的例子。以2019年市场规模测算,买车环节三万亿,用车环节大概八万亿,是一个巨大的赛道空间。由于汽车产业链电子化、智能化,改变了以往车厂只覆盖造车这一单一环节的情况,车厂能够参与到上下游的各个制造产业链,获得更多的分润。这也是特斯拉过去估值不断走高的原因,因为它不再是一个单纯的单整车厂,还延伸了产业链的上下游,并可以每个月收取用户的服务费。这种变革对于一线厂商、自动驾驶、激光雷达等等产业链的龙头公司都有利好作用,当这种巨型赛道面临历史变革的时候,也就是牛股倍出的时候,大家需要积极关注。</p>\n<p>第二,要关注企业的生命周期。米妮向大家介绍了一张木头姐姐常用的科技股投资曲线“S曲线图”。每一种新技术增长,都是一条条独立的S型曲线,经过了漫长多起步期,突破了关键点以后进入成长期,也就是说它市占率超过15-20%左右,就迎来了呈指数级别增长的时候,然后慢慢可能到成熟期的尾部增长率放缓,会有新的一条S型曲线出来。当市占率突破的时候,就是一个良好的投资进入点,即使做不到这一段,在这个点的附近,也可以吃到很大的利润。</p>\n<p>已知的财务数据代表企业的过去,公司未来的发展要看创始人和管理层的战略性布局。因此,研究企业的商业模式,分析行业的竞争格局,以及观察企业的管理团队,是另外需要重点关注的三点。</p>\n<p>最后,米妮表示,比发现10倍股更难的就是能拿住10倍股,抱着一级市场的心态关注公司的长期发展,坚定持股,才能获得良好的收益。根据历史的估值水平寻成长股的找安全边际是有局限性的,成长股是有裂变的,要关注公司的可持续性成长。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146832034","content_text":"6月27日,知名互联网券商老虎证券七周年Open Day杭州站顺利举行。多位来自一二级市场的资深研究者对当前市场行情做出分析研判,红什资本资深研究专家米妮受邀出席并发表题为《深度挖掘10倍股的投资逻辑》主题分享。“投资的重点应该放在挖掘上面,无论是10倍股,还是100倍股。”米妮认为,现在的新经济公司面临的可能都是指数级别的增长,也许一年就到来10倍股。我们要做的不仅是挖掘10倍股,重点在于挖掘有价值的公司。\n为什么现在10倍股的完成速度这么快?米妮认为,科技改变了现在经济和社会发展的模式,移动互联网改变了产业链的运营规律。以往传统公司的发展是线性的,随着互联网特别是移动互联网的出现,企业服务的是全球的用户,会发生裂变,带来指数级别的增长。\n作为普通投资人,应该如何应对这个变化呢?“用一级市场的眼光做股东的心态来投资二级市场”,米妮表示。她认为,一级市场的流动性差,持股时间久;二级市场流动性好,但是用户的情绪性操作会导致二级市场估值的波动较大。追涨杀跌比做波段更容易,因此我选择的是,对基本面看好的个股和公司,买入时拿着当股东的心态,给公司时间,陪着公司成长,否则我们其实就容易买到10倍股,但是却挣不到10倍股的钱。\n谈到如何鉴别成长股,长期研究成长股的米妮认为,有些股票的EPS(每股收益)增长来自回购,并非是科技推动。过去三年,每一个月美股公司的回购额都很巨大,我们在做投资的时候,要多关注通过真正的颠覆性、创新性的技术带来利润增长的公司,这样的公司才能抵销通胀预期。\n具体而言,米妮建议投资者从五个方面进行发现和跟踪成长股。\n第一,要看企业的赛道空间。米妮举了一个汽车产业链的例子。以2019年市场规模测算,买车环节三万亿,用车环节大概八万亿,是一个巨大的赛道空间。由于汽车产业链电子化、智能化,改变了以往车厂只覆盖造车这一单一环节的情况,车厂能够参与到上下游的各个制造产业链,获得更多的分润。这也是特斯拉过去估值不断走高的原因,因为它不再是一个单纯的单整车厂,还延伸了产业链的上下游,并可以每个月收取用户的服务费。这种变革对于一线厂商、自动驾驶、激光雷达等等产业链的龙头公司都有利好作用,当这种巨型赛道面临历史变革的时候,也就是牛股倍出的时候,大家需要积极关注。\n第二,要关注企业的生命周期。米妮向大家介绍了一张木头姐姐常用的科技股投资曲线“S曲线图”。每一种新技术增长,都是一条条独立的S型曲线,经过了漫长多起步期,突破了关键点以后进入成长期,也就是说它市占率超过15-20%左右,就迎来了呈指数级别增长的时候,然后慢慢可能到成熟期的尾部增长率放缓,会有新的一条S型曲线出来。当市占率突破的时候,就是一个良好的投资进入点,即使做不到这一段,在这个点的附近,也可以吃到很大的利润。\n已知的财务数据代表企业的过去,公司未来的发展要看创始人和管理层的战略性布局。因此,研究企业的商业模式,分析行业的竞争格局,以及观察企业的管理团队,是另外需要重点关注的三点。\n最后,米妮表示,比发现10倍股更难的就是能拿住10倍股,抱着一级市场的心态关注公司的长期发展,坚定持股,才能获得良好的收益。根据历史的估值水平寻成长股的找安全边际是有局限性的,成长股是有裂变的,要关注公司的可持续性成长。","news_type":1,"symbols_score_info":{"TIGR":0.9}},"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124763176,"gmtCreate":1624793839495,"gmtModify":1633948572755,"author":{"id":"3585957938713831","authorId":"3585957938713831","name":"guang1234","avatar":"https://static.tigerbbs.com/3ac97252aec159cb1dd531a5346a19db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585957938713831","authorIdStr":"3585957938713831"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124763176","repostId":"1185056773","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}