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港美股气象站
港美股气象站
·
2024-11-21
$贝壳(BEKE)$
贝壳的渠道能力和去化速度含金量会越来越高的，现在存量房去化是个大问题
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638
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港美股气象站
港美股气象站
·
2024-11-19
$贝壳(BEKE)$
今天好多城建物业在猛拉，明显抢吃收储红利，考虑到后续市场以存量房为主，感觉小贝估值更不会低，现在还是保守了
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港美股气象站
港美股气象站
·
2024-11-08
$贝壳(BEKE)$
还是美股感觉风险最低，现在降息也符合预期，确定性最高
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港美股气象站
港美股气象站
·
2024-11-04
$贝壳(BEKE)$
开始放风了，10万亿刺激计划要来了！6万亿用于地方化债，4万亿用于房地产土地和存量房收储，大和表示房地产、消费和银行股将成为最大受益者
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港美股气象站
港美股气象站
·
2024-11-01
$贝壳(BEKE)$
据深圳贝壳研究院监测，今年10月深圳二手房签约量同比增长288%、环比增长196%，甚至比成交极为活跃的2019年10月，还要高76%。由此可见对于房地产市场，政策的影响力是极大的
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1,086
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港美股气象站
港美股气象站
·
2024-09-19
$贝壳(BEKE)$
美联储降息对于国内房地产价值提升是重大利好，回流资金会有效帮助企稳止跌，甚至有可能迎来小幅度的上涨
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1,144
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港美股气象站
港美股气象站
·
2024-07-12
$快手-W(01024)$
最近一年AI风头确实强劲，大家都在狂卷，但是快手做AI做得很专业，有针对性，明确说了虽然是大模型竞争，但归根结底其实还是内容的竞争，这是明确知道自己做AI做来干嘛的，没离老本行
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港美股气象站
港美股气象站
·
2024-07-05
$快手-W(01024)$
市场主线在科技和互联网这边，红利还是多的，基本就盯快手美团拼多多这批龙头企业就能稳住
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港美股气象站
港美股气象站
·
2024-06-28
$贝壳(BEKE)$
宏观杠杆率不是小就好，大就不好，更没有一个“最优的杠杆率”。高速发展阶段，高杠杆不仅仅不是问题，反而是优势。大部分发展中国家之所以起飞不了，就是解决不了融资问题，杠杆加不上去。
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港美股气象站
港美股气象站
·
2024-06-24
$快手-W(01024)$
今年Q1互联网公司广告收入，快手增速17.4%排名第4，加上现在规模167亿元，预计很快超过百度，跻身前5名。如果Q2真的赶超，那可能算个里程碑。
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据深圳贝壳研究院监测，今年10月深圳二手房签约量同比增长288%、环比增长196%，甚至比成交极为活跃的2019年10月，还要高76%。由此可见对于房地产市场，政策的影响力是极大的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366309796425952","isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351136393109728,"gmtCreate":1726749038388,"gmtModify":1726750404397,"author":{"id":"4088166231993490","authorId":"4088166231993490","name":"港美股气象站","avatar":"https://static.tigerbbs.com/b98bdc962e27ed06b267617d0f9495da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088166231993490","authorIdStr":"4088166231993490"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$ </a>美联储降息对于国内房地产价值提升是重大利好，回流资金会有效帮助企稳止跌，甚至有可能迎来小幅度的上涨","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$ </a>美联储降息对于国内房地产价值提升是重大利好，回流资金会有效帮助企稳止跌，甚至有可能迎来小幅度的上涨","text":"$贝壳(BEKE)$ 美联储降息对于国内房地产价值提升是重大利好，回流资金会有效帮助企稳止跌，甚至有可能迎来小幅度的上涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351136393109728","isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326748094112048,"gmtCreate":1720774147486,"gmtModify":1720776265197,"author":{"id":"4088166231993490","authorId":"4088166231993490","name":"港美股气象站","avatar":"https://static.tigerbbs.com/b98bdc962e27ed06b267617d0f9495da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088166231993490","authorIdStr":"4088166231993490"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a>最近一年AI风头确实强劲，大家都在狂卷，但是快手做AI做得很专业，有针对性，明确说了虽然是大模型竞争，但归根结底其实还是内容的竞争，这是明确知道自己做AI做来干嘛的，没离老本行","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ 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