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三升V
10-19
$Roundhill S&P 500 0DTE Covered Call Strategy ETF(XDTE)$
$Roundhill N-100 0DTE Covered Call Strategy ETF(QDTE)$
发现两个宝藏,分红惊人[财迷]
三升V
2021-02-11
免费的推广宣传
抱歉,原内容已删除
三升V
2021-01-14
以前大家都叫,非洲阿里,现在改叫非洲亚马逊了。小甜甜“阿里”,成功变成牛夫人
香橼资本:非洲亚马逊Jumia价格将看涨至100美元
三升V
2020-12-28
大韭菜王
高瓴资本560亿美股持仓大曝光,捕获这只大牛股!
三升V
2020-12-15
这股,股价都恐高,一个劲掉
@Jesse美:
$维珍银河(SPCE)$
SpaceShipTwo Unity和VMS Eve现在处于20,000英尺的高度,并且平稳上升
三升V
2020-12-11
狗东自己股价,一地鸡毛
抱歉,原内容已删除
三升V
2020-12-11
$京东(JD)$
刘强东只占京东20%的股份,后把重要业务从京东分拆独立出去,成为一个个子公司打算单独上市。但他却占子公司50%的股份,这算不算侵占资产。狗东不讲武德。
三升V
2020-12-08
不知道是不是视网膜效应或者说孕妇效应,最近从各个渠道,发现都在“吹”腾讯的潜力。虽然我也认可,但是最近接触到的看好腾讯的材料,也太多了吧。 孕妇效应意即偶然因素随着自己的关注而让你觉得是个普遍现象,就是当人怀孕了就更容易发现孕妇,你开了奔驰就更容易看到奔驰,你拎个LV就发现满大街都是LV。世界其实挺美好的,看人把内心投射在哪里,而要投射前,先让自己的内心美好起来。相由心生,境由心造。
@安心睡大觉:伟大但仍然不被深刻认识的腾讯
三升V
2020-12-06
2020投资大复盘,又到一年一度的大复盘,2020真是涨知识、涨见识的一年,疫情熔断,触底反弹。这一年收货不仅是见识,还有增长的财富理念: 首先是持仓价位,之前看过一个大牛,2012年开始关注$苹果(AAPL)$ ,2016年苹果股价下降的时候开始定投,之后一路盈利。这给了我很大启发,也让我见识了定投的威力,疫情操作的$纳指三倍做多ETF(TQQQ)$ ,也是不断定投,摊薄成本,从熔断前的高位站岗,到低谷的抄底吸筹,现在也达到了比较好的收益。同样的还有$三倍做多半导体ETF-Direxion Daily(SOXL)$ ,相同的操作理念手法。 其次,持仓结构上我也严谨的执行操作规律。个股占比例一般不超过总30%,单行业个股占总仓位比例的上限为50%。当然,随着股价的增长,(比如SOXL),持仓市值超过了这些限额。 这样控制仓位的好处是:可以有充足的剩余仓位,好像有源源不断的资金在补,这是一种很好的节奏把握。 最后,由于上述操作方式,大部分仓位都是比较稳重型的,属于慢牛。所以,为了均衡投资手法,不管怎么操作,都会空余10%的仓位,用于期权投资。由于不太激进,投资的都是三百天以上的长期期权,以做多Call为主。自从卖飞了蔚来的长期CALL,我决定以后长期CALL在到期前半个月左右再操作。 2020操作总结:优质股定投,在其低谷期摊薄资本,长期持有。操作长期期权和打新有想象力的公司。 赚认知范围内的钱,同样的,财富的增长也促进了认知的上升。2021在操作中学习,博观而约取,厚积而薄发。
三升V
2020-11-30
#2020投资大复盘#今天是11月的最后一天,趁着今晚不忙,把今年的所有操作回顾一下。真是涨知识的一年,疫情熔断,触底反弹,奥利给!!真正体验了一把什么是读万卷书行万里路 $Jumia$ $蔚来(NIO)$ $哔哩哔哩(BILI)$ 。见识了美股的魅力和威力,特别是涨了600%觉得够牛了,结果3000%立马又被市场上了一课。危机也是机会,机会里面潜藏着危机。老虎台历给力,小老虎2021就等你了。
@小虎活动:【有奖活动】2020年投资大复盘
三升V
2020-11-24
年轻人,耗子尾汁 [得意]
@巴菲特与比尔盖茨:我对小破站的投资逻辑🌈小破站的CALL期权收益300点,🌈小破站正股收益30点买入逻辑:今年年初小破站19年年报很惊艳,从20来块翻了一倍。一直横盘📳振动,19号季度报同样超预期,判断依据:小破站无论今年的打工人等梗还是官方后浪,起到了很大的引流,且疫情而言,有红利...程序员一名爱生活爱理财
三升V
2020-11-24
每次操作,多多复盘总结,及时反馈,成为高手高手高高手 [财迷]
@李富贵啊:分享李富贵三年七倍的得与失(一)
三升V
2020-11-24
买入后,卸载软件,百试不爽
@奉旨赚钱:
$达达集团(DADA)$
请问怎么克服涨一点就忍不住要卖掉的**丝心态?达达我31买的,33就卖掉了
三升V
2020-11-24
最赚钱的不一定多少倍,仓位大赚钱才多。
$哔哩哔哩(BILI)$
和
$Jumia Technologies AG(JMIA)$
,吉米亚赚的还多一些。蔚来都是泪啊,曾经重仓,3块以下套了半年,归正后出手了……后来买期权赚600%+出手,又被股市上了一课,这个期权现在不卖的话3000%!台历哦,快快来,去年的台历和我一起见证了3月4月的熔断,也一起见证了账户的翻倍 [开心]。小老虎2021就等你了
@小虎活动:【年度有奖活动】金蛋奖提名开始啦,2020这只票我赚最多!
三升V
2020-11-20
$京东(JD)$
狗东,耗子尾汁
三升V
2020-11-18
$京东(JD)$
狗东,你是真的狗啊,这是被阿里吓阳尾了?你不是挺花花的吗
三升V
2020-11-17
$蛋壳公寓(DNK)$
熟悉的味道,韭菜盒子……
三升V
2020-11-17
$生化基因(BIIB)$
这个,是被雷劈了么。股价掉这么多
@纳斯达克女神经:两只低估的医药股!关注了~
三升V
2020-11-17
马云不是风清扬,马云是岳不群
马云430亿,马化腾65亿!股市“套现王”们到底套现了多少钱?
三升V
2020-11-16
[捂脸]东哥,正开着车来给大家送钱
@断鸿:
$京东(JD)$
先下车了
去老虎APP查看更多动态
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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香橼资本:非洲亚马逊Jumia价格将看涨至100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\">2021-01-14 01:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月13日,非洲亚马逊Jumia盘中直线拉涨,现涨超11%,香橼资本:非洲亚马逊Jumia价格将看涨至100美元。</p><p><img src=\"https://static.tigerbbs.com/9f639fd1b70d0ec5389c36728e6c1e27\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"JMIA":"Jumia Technologies AG"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153255816","content_text":"1月13日,非洲亚马逊Jumia盘中直线拉涨,现涨超11%,香橼资本:非洲亚马逊Jumia价格将看涨至100美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333094467,"gmtCreate":1609134455759,"gmtModify":1703737742089,"author":{"id":"3474409095241682","authorId":"3474409095241682","name":"三升V","avatar":"https://static.tigerbbs.com/d03b31614d368adb6c6ea9a538b8b699","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474409095241682","authorIdStr":"3474409095241682"},"themes":[],"htmlText":"大韭菜王","listText":"大韭菜王","text":"大韭菜王","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333094467","repostId":"2011725818","repostType":2,"repost":{"id":"2011725818","pubTimestamp":1581763609,"share":"https://www.laohu8.com/m/news/2011725818?lang=&edition=full","pubTime":"2020-02-15 18:46","market":"hk","language":"zh","title":"高瓴资本560亿美股持仓大曝光,捕获这只大牛股!","url":"https://stock-news.laohu8.com/highlight/detail?id=2011725818","media":"中国基金报","summary":"【高瓴资本560亿美股持仓大曝光 捕获这只大牛股!清仓特斯拉蔚来苹果 全名单来了】与持续重仓中国互联网公司不同的是,去年四季度,高瓴资本对不少美国互联网巨头进行了清仓。如三季末还在持仓列表中的脸书、亚...","content":"<div>\n<p>与持续重仓中国互联网公司不同的是,去年四季度,高瓴资本对不少美国互联网巨头进行了清仓。如三季末还在持仓列表中的脸书、亚马逊、苹果等企业,已经不在高瓴的最新持仓表中。不过,此前上述美国互联网巨头也并非高瓴的重仓,三季末上述3家企业在高瓴组合占比不过5%。值得注意的是,继三季度大幅减持后,高瓴资本在四季度还清仓了特斯拉和蔚来汽车。今日凌晨,高瓴资本披露了在美股最新的持仓数据。据美国证券交易委员会(...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202002151384942353.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>高瓴资本560亿美股持仓大曝光,捕获这只大牛股!</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 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href=\"http://finance.eastmoney.com/a/202002151384942353.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1a3ce387493b5d8207a7c7362ab1e56","relate_stocks":{"03086":"华夏纳指","NIO":"蔚来","AAPL":"苹果","ZM":"Zoom","TSLA":"特斯拉","09086":"华夏纳指-U"},"source_url":"http://finance.eastmoney.com/a/202002151384942353.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2011725818","content_text":"与持续重仓中国互联网公司不同的是,去年四季度,高瓴资本对不少美国互联网巨头进行了清仓。如三季末还在持仓列表中的脸书、亚马逊、苹果等企业,已经不在高瓴的最新持仓表中。不过,此前上述美国互联网巨头也并非高瓴的重仓,三季末上述3家企业在高瓴组合占比不过5%。值得注意的是,继三季度大幅减持后,高瓴资本在四季度还清仓了特斯拉和蔚来汽车。今日凌晨,高瓴资本披露了在美股最新的持仓数据。据美国证券交易委员会(SEC)的最新数据显示,截至2019年末,高瓴资本共计持有美股54家公司,持有市值为80.3亿美元(约合人民币560亿元);较2019年三季度的72.7亿美元增长超10%。值得注意的是,去年二季度成功抄底特斯拉的高瓴资本,在去年四季度已经清仓该公司。虽然也享受约50%的涨幅,但随后特斯拉却迎来爆发式的翻倍上涨。不过,高瓴资本却抓到了远程办公大牛股ZOOM$(ZM)$,高瓴资本从其上市前便持续投资,目前为其第五大重仓股。此外,截至2019年四季度末,在高瓴资本的美股持仓中,中概股占据了前十大重仓股中的六个席位。整体来看,爱奇艺连续三个季度成为高瓴资本第一大重仓股,前五大重仓股分别是爱奇艺、百济神州、Align科技、好未来和ZOOM,持有市值分别为9.9亿美元、9.1亿美元、6.6亿美元、5.5亿美元和4.7亿美元。同时生物制药企业仍是高瓴的关注重点,在高瓴资本持仓的全部54家公司中,生物制药企业占据25席。视频会议服务企业ZOOM受青睐高瓴4.7亿美元重仓随着新冠肺炎的发展,居家隔离引发远程办公、在线教育行业的需求激增,同时也引爆了投资者对相关概念股的追捧。其中,全球云视频会议知名服务商Zoom的股价也迎来了直线上涨,2月3日猛涨14.89%,至此,今年以来zoom股价上涨超35%。而根据高瓴资本最新持仓数据显示,ZOOM在第四季度以691.61万股的持股数和4.7亿美元的对应市值位列高瓴资本所有持仓的第五名。值得一提的是,ZOOM于去年4月份登上资本市场,而高瓴在2014年便投资了ZOOM,成为其重要投资人,并在后续几轮融资中持续加码。疫情当前,视频会议软件成为远程办公的刚需,ZOOM的未来发展也持续被资本市场看好。持续重仓生物制药企业新进/增持这12家企业在高瓴资本持仓组合中,生物制药、生物科技企业一直都是重点,在高瓴资本持仓的全部54家公司中,生物制药、生物科技公司占据25席。重仓这类企业也持续为高瓴资本带来丰厚的收益。如生物制药的头部企业百济神州,是高瓴资本组合中的第二大重仓股,持有市值从三季度末的6.7亿美元涨至四季度末的9.1亿美元,涨幅达35.8%。据记者了解,高瓴资本近2年均持有该股547万股,未做任何增减持。而高瓴最新增持/新进的12家企业中,除了上述ZOOM,还有8家也是生物制药、生物科技公司。包括增持近80万股的牙科医疗设备公司艾利科技,FIBROGEN、BLUEPRINT MEDICINES、KINIKSA PHARMACEUTICALS、AKERO THERAPEUTIC等也获得增持,新进了荷兰生物制药公司Argenx SE、荷兰癌症免疫疗法公司MERUS N V以及VIELA BIO。在此次疫情爆发的背景下,医疗健康行业当中的众多上市公司为新型冠状病毒肺炎的研究和治疗做出了贡献,创造了巨大社会价值。150亿重仓爱奇艺阿里京东拼多多中国互联网企业仍是“压仓石”截至2019年12月,互联网公司依然受高瓴青睐,爱奇艺、阿里巴巴、京东和拼多多仍然坐稳前十大重仓股的位置。其中爱奇艺仍是高瓴资本的第一大重仓股,虽然遭受超300万股减持,高瓴仍持有4669.46万股爱奇艺,市值达到9.9亿美元;阿里巴巴少量减持后仍持有近200万股,持有市值达到4.2亿美元,这四家互联网公司的累计持有市值超过21亿美元(约合人民币150亿元)。由此可见高瓴依然看重新经济对市场和社会所带来的巨大改变,以及蕴含其中的投资机会。清仓特斯拉、蔚来脸书、苹果也不留与持续重仓中国互联网公司不同的是,去年四季度,高瓴资本对不少美国互联网巨头进行了清仓。如三季末还在持仓列表中的脸书、亚马逊、苹果等企业,已经不在高瓴的最新持仓表中。不过,此前上述美国互联网巨头也并非高瓴的重仓,三季末上述3家企业在高瓴组合占比不过5%。值得注意的是,继三季度大幅减持后,高瓴资本在四季度还清仓了特斯拉和蔚来汽车。数据显示,高瓴资本是在二季度时新进买入特斯拉66.83万股,彼时特斯拉的股价一度跌至历史新低,高瓴可以算是成功抄底。不过,随后高瓴资本不断减仓,三季度持有特斯拉17.14万股;并于去年底之前清仓了。虽然这段时间里,特斯拉涨幅近50%,但在高瓴资本清仓特斯拉之后,特斯拉涨幅翻倍。一同遭受高瓴资本清仓的还有蔚来汽车。同样是去年二季度大幅增持蔚来汽车,三季度时高瓴资本开始砍仓蔚来汽车,并在去年底之前清仓了。包括上述企业,陌陌、华住集团、诺亚、58同城等16家企业均在去年四季度遭到高瓴清仓。附:高瓴资本2019年末持仓详情:","news_type":1},"isVote":1,"tweetType":1,"viewCount":2235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394159156,"gmtCreate":1607963526075,"gmtModify":1703850403176,"author":{"id":"3474409095241682","authorId":"3474409095241682","name":"三升V","avatar":"https://static.tigerbbs.com/d03b31614d368adb6c6ea9a538b8b699","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474409095241682","authorIdStr":"3474409095241682"},"themes":[],"htmlText":"这股,股价都恐高,一个劲掉","listText":"这股,股价都恐高,一个劲掉","text":"这股,股价都恐高,一个劲掉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394159156","repostId":"395723032","repostType":1,"repost":{"id":395723032,"gmtCreate":1607787204326,"gmtModify":1703849833734,"author":{"id":"3500953162247186","authorId":"3500953162247186","name":"Jesse美","avatar":"https://static.tigerbbs.com/524e077dd8cfb6dd95a25e1ff8b12630","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500953162247186","authorIdStr":"3500953162247186"},"themes":[],"htmlText":"<a 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孕妇效应意即偶然因素随着自己的关注而让你觉得是个普遍现象,就是当人怀孕了就更容易发现孕妇,你开了奔驰就更容易看到奔驰,你拎个LV就发现满大街都是LV。世界其实挺美好的,看人把内心投射在哪里,而要投射前,先让自己的内心美好起来。相由心生,境由心造。","listText":"不知道是不是视网膜效应或者说孕妇效应,最近从各个渠道,发现都在“吹”腾讯的潜力。虽然我也认可,但是最近接触到的看好腾讯的材料,也太多了吧。 孕妇效应意即偶然因素随着自己的关注而让你觉得是个普遍现象,就是当人怀孕了就更容易发现孕妇,你开了奔驰就更容易看到奔驰,你拎个LV就发现满大街都是LV。世界其实挺美好的,看人把内心投射在哪里,而要投射前,先让自己的内心美好起来。相由心生,境由心造。","text":"不知道是不是视网膜效应或者说孕妇效应,最近从各个渠道,发现都在“吹”腾讯的潜力。虽然我也认可,但是最近接触到的看好腾讯的材料,也太多了吧。 孕妇效应意即偶然因素随着自己的关注而让你觉得是个普遍现象,就是当人怀孕了就更容易发现孕妇,你开了奔驰就更容易看到奔驰,你拎个LV就发现满大街都是LV。世界其实挺美好的,看人把内心投射在哪里,而要投射前,先让自己的内心美好起来。相由心生,境由心造。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392864254","repostId":"392990615","repostType":1,"repost":{"id":392990615,"gmtCreate":1607349328337,"gmtModify":1703847276657,"author":{"id":"3502662293881250","authorId":"3502662293881250","name":"安心睡大觉","avatar":"https://static.tigerbbs.com/5644d6d3b2f1f98162851b875f4d8ac5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502662293881250","authorIdStr":"3502662293881250"},"themes":[],"title":"伟大但仍然不被深刻认识的腾讯","htmlText":"腾讯是我们生活中经常打交道的互联网巨头,然而很多人对它的认知根本不够深刻,甚至是某些大v(仓又加错),居然说腾讯2020年三季度业绩表现一般般。这我就要说道说道了。一、腾讯的财务报表分析。报表分析就不班门弄斧了,但由于阅读人群不一样,安心睡大觉还是需要简单让大家对腾讯的资产情况有个了解。翻看腾讯2020年第三季度资产负债表。腾讯的总资产11900亿,相较于2019年9539亿,增长了2361亿。现金类资产(现金及现金等价物和定期存款)合计2599亿元,占总资产的21.8%,短期现金充足。非流动资产金额为8707亿,占总资产的73%。非流动资产中主要为投资类资产(对联营企业的投资、对合营企业的投资、以公允价值计量且其变动计入损益的金融资产、以公允价值计量且其变动计入其他全面收益的金融资产)合计5679.65亿,占比总资产47.7%。然而由于这其中投资性资产很大一部分用的并不是公允价值核算,例如对联营、合营公司的投资为2550亿,未采用市场公允价值,若按照市场公允价值,则高达8907亿,合计增值了至少6357亿元,相较于2019年年底对上市公司投资的公允价值的4198亿,增值4709亿元。今年腾讯投资实现了112%的收益率,就问还有谁!再来我们看利润表。2020年第三季度净利润为388.99亿元,相较于去年同期的209.76亿元,提升了85.4%!大V提醒大家就是这净利润多的其他收益115.51亿元,需要刨除掉看业绩。则真实的经营净利润增速为30.4%,而并非财务报表的85.4%。有没有醍醐灌顶的感觉,原来还有这奥妙啊,原来腾讯利润这么多水分啊。然而真的是这样吗??答案:不是!且听我娓娓道来。下面对公司战略和核心价值进行分析。二、腾讯的营业板块划分腾讯的业务板块非常之多,我们必须从大往小、从上往下看。腾讯自己分类为三大业务:增值服务、网络广告、金融和企业服务。在我看来需要将腾","listText":"腾讯是我们生活中经常打交道的互联网巨头,然而很多人对它的认知根本不够深刻,甚至是某些大v(仓又加错),居然说腾讯2020年三季度业绩表现一般般。这我就要说道说道了。一、腾讯的财务报表分析。报表分析就不班门弄斧了,但由于阅读人群不一样,安心睡大觉还是需要简单让大家对腾讯的资产情况有个了解。翻看腾讯2020年第三季度资产负债表。腾讯的总资产11900亿,相较于2019年9539亿,增长了2361亿。现金类资产(现金及现金等价物和定期存款)合计2599亿元,占总资产的21.8%,短期现金充足。非流动资产金额为8707亿,占总资产的73%。非流动资产中主要为投资类资产(对联营企业的投资、对合营企业的投资、以公允价值计量且其变动计入损益的金融资产、以公允价值计量且其变动计入其他全面收益的金融资产)合计5679.65亿,占比总资产47.7%。然而由于这其中投资性资产很大一部分用的并不是公允价值核算,例如对联营、合营公司的投资为2550亿,未采用市场公允价值,若按照市场公允价值,则高达8907亿,合计增值了至少6357亿元,相较于2019年年底对上市公司投资的公允价值的4198亿,增值4709亿元。今年腾讯投资实现了112%的收益率,就问还有谁!再来我们看利润表。2020年第三季度净利润为388.99亿元,相较于去年同期的209.76亿元,提升了85.4%!大V提醒大家就是这净利润多的其他收益115.51亿元,需要刨除掉看业绩。则真实的经营净利润增速为30.4%,而并非财务报表的85.4%。有没有醍醐灌顶的感觉,原来还有这奥妙啊,原来腾讯利润这么多水分啊。然而真的是这样吗??答案:不是!且听我娓娓道来。下面对公司战略和核心价值进行分析。二、腾讯的营业板块划分腾讯的业务板块非常之多,我们必须从大往小、从上往下看。腾讯自己分类为三大业务:增值服务、网络广告、金融和企业服务。在我看来需要将腾","text":"腾讯是我们生活中经常打交道的互联网巨头,然而很多人对它的认知根本不够深刻,甚至是某些大v(仓又加错),居然说腾讯2020年三季度业绩表现一般般。这我就要说道说道了。一、腾讯的财务报表分析。报表分析就不班门弄斧了,但由于阅读人群不一样,安心睡大觉还是需要简单让大家对腾讯的资产情况有个了解。翻看腾讯2020年第三季度资产负债表。腾讯的总资产11900亿,相较于2019年9539亿,增长了2361亿。现金类资产(现金及现金等价物和定期存款)合计2599亿元,占总资产的21.8%,短期现金充足。非流动资产金额为8707亿,占总资产的73%。非流动资产中主要为投资类资产(对联营企业的投资、对合营企业的投资、以公允价值计量且其变动计入损益的金融资产、以公允价值计量且其变动计入其他全面收益的金融资产)合计5679.65亿,占比总资产47.7%。然而由于这其中投资性资产很大一部分用的并不是公允价值核算,例如对联营、合营公司的投资为2550亿,未采用市场公允价值,若按照市场公允价值,则高达8907亿,合计增值了至少6357亿元,相较于2019年年底对上市公司投资的公允价值的4198亿,增值4709亿元。今年腾讯投资实现了112%的收益率,就问还有谁!再来我们看利润表。2020年第三季度净利润为388.99亿元,相较于去年同期的209.76亿元,提升了85.4%!大V提醒大家就是这净利润多的其他收益115.51亿元,需要刨除掉看业绩。则真实的经营净利润增速为30.4%,而并非财务报表的85.4%。有没有醍醐灌顶的感觉,原来还有这奥妙啊,原来腾讯利润这么多水分啊。然而真的是这样吗??答案:不是!且听我娓娓道来。下面对公司战略和核心价值进行分析。二、腾讯的营业板块划分腾讯的业务板块非常之多,我们必须从大往小、从上往下看。腾讯自己分类为三大业务:增值服务、网络广告、金融和企业服务。在我看来需要将腾","images":[{"img":"https://static.tigerbbs.com/7d0e553c2de0eb7fc4deb0dffa87f091","width":"636","height":"605"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392990615","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396555369,"gmtCreate":1607217762251,"gmtModify":1703846815095,"author":{"id":"3474409095241682","authorId":"3474409095241682","name":"三升V","avatar":"https://static.tigerbbs.com/d03b31614d368adb6c6ea9a538b8b699","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474409095241682","authorIdStr":"3474409095241682"},"themes":[],"htmlText":"2020投资大复盘,又到一年一度的大复盘,2020真是涨知识、涨见识的一年,疫情熔断,触底反弹。这一年收货不仅是见识,还有增长的财富理念: 首先是持仓价位,之前看过一个大牛,2012年开始关注$苹果(AAPL)$ ,2016年苹果股价下降的时候开始定投,之后一路盈利。这给了我很大启发,也让我见识了定投的威力,疫情操作的$纳指三倍做多ETF(TQQQ)$ ,也是不断定投,摊薄成本,从熔断前的高位站岗,到低谷的抄底吸筹,现在也达到了比较好的收益。同样的还有$三倍做多半导体ETF-Direxion Daily(SOXL)$ ,相同的操作理念手法。 其次,持仓结构上我也严谨的执行操作规律。个股占比例一般不超过总30%,单行业个股占总仓位比例的上限为50%。当然,随着股价的增长,(比如SOXL),持仓市值超过了这些限额。 这样控制仓位的好处是:可以有充足的剩余仓位,好像有源源不断的资金在补,这是一种很好的节奏把握。 最后,由于上述操作方式,大部分仓位都是比较稳重型的,属于慢牛。所以,为了均衡投资手法,不管怎么操作,都会空余10%的仓位,用于期权投资。由于不太激进,投资的都是三百天以上的长期期权,以做多Call为主。自从卖飞了蔚来的长期CALL,我决定以后长期CALL在到期前半个月左右再操作。 2020操作总结:优质股定投,在其低谷期摊薄资本,长期持有。操作长期期权和打新有想象力的公司。 赚认知范围内的钱,同样的,财富的增长也促进了认知的上升。2021在操作中学习,博观而约取,厚积而薄发。","listText":"2020投资大复盘,又到一年一度的大复盘,2020真是涨知识、涨见识的一年,疫情熔断,触底反弹。这一年收货不仅是见识,还有增长的财富理念: 首先是持仓价位,之前看过一个大牛,2012年开始关注$苹果(AAPL)$ ,2016年苹果股价下降的时候开始定投,之后一路盈利。这给了我很大启发,也让我见识了定投的威力,疫情操作的$纳指三倍做多ETF(TQQQ)$ ,也是不断定投,摊薄成本,从熔断前的高位站岗,到低谷的抄底吸筹,现在也达到了比较好的收益。同样的还有$三倍做多半导体ETF-Direxion Daily(SOXL)$ ,相同的操作理念手法。 其次,持仓结构上我也严谨的执行操作规律。个股占比例一般不超过总30%,单行业个股占总仓位比例的上限为50%。当然,随着股价的增长,(比如SOXL),持仓市值超过了这些限额。 这样控制仓位的好处是:可以有充足的剩余仓位,好像有源源不断的资金在补,这是一种很好的节奏把握。 最后,由于上述操作方式,大部分仓位都是比较稳重型的,属于慢牛。所以,为了均衡投资手法,不管怎么操作,都会空余10%的仓位,用于期权投资。由于不太激进,投资的都是三百天以上的长期期权,以做多Call为主。自从卖飞了蔚来的长期CALL,我决定以后长期CALL在到期前半个月左右再操作。 2020操作总结:优质股定投,在其低谷期摊薄资本,长期持有。操作长期期权和打新有想象力的公司。 赚认知范围内的钱,同样的,财富的增长也促进了认知的上升。2021在操作中学习,博观而约取,厚积而薄发。","text":"2020投资大复盘,又到一年一度的大复盘,2020真是涨知识、涨见识的一年,疫情熔断,触底反弹。这一年收货不仅是见识,还有增长的财富理念: 首先是持仓价位,之前看过一个大牛,2012年开始关注$苹果(AAPL)$ ,2016年苹果股价下降的时候开始定投,之后一路盈利。这给了我很大启发,也让我见识了定投的威力,疫情操作的$纳指三倍做多ETF(TQQQ)$ ,也是不断定投,摊薄成本,从熔断前的高位站岗,到低谷的抄底吸筹,现在也达到了比较好的收益。同样的还有$三倍做多半导体ETF-Direxion Daily(SOXL)$ ,相同的操作理念手法。 其次,持仓结构上我也严谨的执行操作规律。个股占比例一般不超过总30%,单行业个股占总仓位比例的上限为50%。当然,随着股价的增长,(比如SOXL),持仓市值超过了这些限额。 这样控制仓位的好处是:可以有充足的剩余仓位,好像有源源不断的资金在补,这是一种很好的节奏把握。 最后,由于上述操作方式,大部分仓位都是比较稳重型的,属于慢牛。所以,为了均衡投资手法,不管怎么操作,都会空余10%的仓位,用于期权投资。由于不太激进,投资的都是三百天以上的长期期权,以做多Call为主。自从卖飞了蔚来的长期CALL,我决定以后长期CALL在到期前半个月左右再操作。 2020操作总结:优质股定投,在其低谷期摊薄资本,长期持有。操作长期期权和打新有想象力的公司。 赚认知范围内的钱,同样的,财富的增长也促进了认知的上升。2021在操作中学习,博观而约取,厚积而薄发。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":33,"commentSize":7,"repostSize":4,"link":"https://laohu8.com/post/396555369","isVote":1,"tweetType":1,"viewCount":8806,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"content":"[强]赚认知范围内的钱,总结到位","text":"[强]赚认知范围内的钱,总结到位","html":"[强]赚认知范围内的钱,总结到位"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391416380,"gmtCreate":1606747283740,"gmtModify":1703844159472,"author":{"id":"3474409095241682","authorId":"3474409095241682","name":"三升V","avatar":"https://static.tigerbbs.com/d03b31614d368adb6c6ea9a538b8b699","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474409095241682","authorIdStr":"3474409095241682"},"themes":[],"htmlText":"#2020投资大复盘#今天是11月的最后一天,趁着今晚不忙,把今年的所有操作回顾一下。真是涨知识的一年,疫情熔断,触底反弹,奥利给!!真正体验了一把什么是读万卷书行万里路 $Jumia$ $蔚来(NIO)$ $哔哩哔哩(BILI)$ 。见识了美股的魅力和威力,特别是涨了600%觉得够牛了,结果3000%立马又被市场上了一课。危机也是机会,机会里面潜藏着危机。老虎台历给力,小老虎2021就等你了。","listText":"#2020投资大复盘#今天是11月的最后一天,趁着今晚不忙,把今年的所有操作回顾一下。真是涨知识的一年,疫情熔断,触底反弹,奥利给!!真正体验了一把什么是读万卷书行万里路 $Jumia$ $蔚来(NIO)$ $哔哩哔哩(BILI)$ 。见识了美股的魅力和威力,特别是涨了600%觉得够牛了,结果3000%立马又被市场上了一课。危机也是机会,机会里面潜藏着危机。老虎台历给力,小老虎2021就等你了。","text":"#2020投资大复盘#今天是11月的最后一天,趁着今晚不忙,把今年的所有操作回顾一下。真是涨知识的一年,疫情熔断,触底反弹,奥利给!!真正体验了一把什么是读万卷书行万里路 $Jumia$ $蔚来(NIO)$ $哔哩哔哩(BILI)$ 。见识了美股的魅力和威力,特别是涨了600%觉得够牛了,结果3000%立马又被市场上了一课。危机也是机会,机会里面潜藏着危机。老虎台历给力,小老虎2021就等你了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391416380","repostId":"391512214","repostType":1,"repost":{"id":391512214,"gmtCreate":1606731357027,"gmtModify":1703844020958,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【有奖活动】2020年投资大复盘","htmlText":"2020年,随着新冠病毒的全球蔓延,资本市场风起云涌。小虎君想在这里号召虎友们分享自己的2020投资大复盘。至于奖励吗?我们有苹果最新款耳机,苹果股票,还有虎友们最最最喜欢的限量款台历。转眼间,距2021年还有不到1个月的时间了,在即将过去的2020年,我们一起见证了很多历史,疫情爆发叠加油价下跌带来的股灾,纳斯达克指数一个月就暴跌了30%,美股十天熔断了四次,股神都高喊“活久见”,然而就当大家以为美股十二年大牛市即将结束时,纳指又在不经意间反弹超84%,创下历史新高! 在这样暴涨暴跌的行情下,小虎君在这里想问问亲爱的虎友们,2020年你的投资收益如何?完成年初定下的目标了吗?相信有不少虎友想要分享一下自己的投资感悟,小虎君也想在这里号召虎友们分享自己的2020年投资大复盘,赢取苹果AirPods Pro及2021年限量台历,不管前浪后浪,一起乘风破浪,奥利给!【参与方式】 在“2020投资大复盘”主题下发帖,或者题目中包含“2020投资大复盘”等关键字 : 回顾2020年的投资记录,有什么心得感悟? 在2020年,你曾做了哪些“神操作”?得到什么启发? 在2020年,哪次失败的投资让你记忆犹新?为什么? 展望来年,你又希望收获什么? 友情提示:篇幅长的虎友可以在发帖时选择“写长帖’ 也可以使用老虎社区网页发帖可支持多图及长文格式哦:www.laohu8.com 【活动奖品】 一等奖:苹果AirPods Pro(10个) 二等奖:苹果股票1股 三等奖:月度免佣卡 参与奖:也可称为阳光普照奖,凡在“2020投资大复盘”主题下发帖或者在本帖参与回复的用户,均可获得66虎币。 除此之外,我们还会从参与复盘活动的虎友中随机选出50名征文内容优质的幸运虎友赠送2021年台历一份。数量有限,先到先得~(台历仅限中国大陆地区)【评奖规则】 客观评分(50%):根据文章的字数、阅读、转发、","listText":"2020年,随着新冠病毒的全球蔓延,资本市场风起云涌。小虎君想在这里号召虎友们分享自己的2020投资大复盘。至于奖励吗?我们有苹果最新款耳机,苹果股票,还有虎友们最最最喜欢的限量款台历。转眼间,距2021年还有不到1个月的时间了,在即将过去的2020年,我们一起见证了很多历史,疫情爆发叠加油价下跌带来的股灾,纳斯达克指数一个月就暴跌了30%,美股十天熔断了四次,股神都高喊“活久见”,然而就当大家以为美股十二年大牛市即将结束时,纳指又在不经意间反弹超84%,创下历史新高! 在这样暴涨暴跌的行情下,小虎君在这里想问问亲爱的虎友们,2020年你的投资收益如何?完成年初定下的目标了吗?相信有不少虎友想要分享一下自己的投资感悟,小虎君也想在这里号召虎友们分享自己的2020年投资大复盘,赢取苹果AirPods Pro及2021年限量台历,不管前浪后浪,一起乘风破浪,奥利给!【参与方式】 在“2020投资大复盘”主题下发帖,或者题目中包含“2020投资大复盘”等关键字 : 回顾2020年的投资记录,有什么心得感悟? 在2020年,你曾做了哪些“神操作”?得到什么启发? 在2020年,哪次失败的投资让你记忆犹新?为什么? 展望来年,你又希望收获什么? 友情提示:篇幅长的虎友可以在发帖时选择“写长帖’ 也可以使用老虎社区网页发帖可支持多图及长文格式哦:www.laohu8.com 【活动奖品】 一等奖:苹果AirPods Pro(10个) 二等奖:苹果股票1股 三等奖:月度免佣卡 参与奖:也可称为阳光普照奖,凡在“2020投资大复盘”主题下发帖或者在本帖参与回复的用户,均可获得66虎币。 除此之外,我们还会从参与复盘活动的虎友中随机选出50名征文内容优质的幸运虎友赠送2021年台历一份。数量有限,先到先得~(台历仅限中国大陆地区)【评奖规则】 客观评分(50%):根据文章的字数、阅读、转发、","text":"2020年,随着新冠病毒的全球蔓延,资本市场风起云涌。小虎君想在这里号召虎友们分享自己的2020投资大复盘。至于奖励吗?我们有苹果最新款耳机,苹果股票,还有虎友们最最最喜欢的限量款台历。转眼间,距2021年还有不到1个月的时间了,在即将过去的2020年,我们一起见证了很多历史,疫情爆发叠加油价下跌带来的股灾,纳斯达克指数一个月就暴跌了30%,美股十天熔断了四次,股神都高喊“活久见”,然而就当大家以为美股十二年大牛市即将结束时,纳指又在不经意间反弹超84%,创下历史新高! 在这样暴涨暴跌的行情下,小虎君在这里想问问亲爱的虎友们,2020年你的投资收益如何?完成年初定下的目标了吗?相信有不少虎友想要分享一下自己的投资感悟,小虎君也想在这里号召虎友们分享自己的2020年投资大复盘,赢取苹果AirPods Pro及2021年限量台历,不管前浪后浪,一起乘风破浪,奥利给!【参与方式】 在“2020投资大复盘”主题下发帖,或者题目中包含“2020投资大复盘”等关键字 : 回顾2020年的投资记录,有什么心得感悟? 在2020年,你曾做了哪些“神操作”?得到什么启发? 在2020年,哪次失败的投资让你记忆犹新?为什么? 展望来年,你又希望收获什么? 友情提示:篇幅长的虎友可以在发帖时选择“写长帖’ 也可以使用老虎社区网页发帖可支持多图及长文格式哦:www.laohu8.com 【活动奖品】 一等奖:苹果AirPods Pro(10个) 二等奖:苹果股票1股 三等奖:月度免佣卡 参与奖:也可称为阳光普照奖,凡在“2020投资大复盘”主题下发帖或者在本帖参与回复的用户,均可获得66虎币。 除此之外,我们还会从参与复盘活动的虎友中随机选出50名征文内容优质的幸运虎友赠送2021年台历一份。数量有限,先到先得~(台历仅限中国大陆地区)【评奖规则】 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[开心]。小老虎2021就等你了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/399746553","repostId":"399675182","repostType":1,"repost":{"id":399675182,"gmtCreate":1606133644839,"gmtModify":1703841044688,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【年度有奖活动】金蛋奖提名开始啦,2020这只票我赚最多!","htmlText":"年底了,一大波有意思的活动即将袭来!!!首先,就从让人开心的金蛋奖走起。 什么是金蛋奖咧?就是2020虎友最赚钱的十只股票。这十只票,将会组成2020老虎社区金蛋奖。 比如创造神话的蔚来和特斯拉 ,<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 2020年初至今大涨485%,<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 2020年初至今大涨1125% 再比如医药股<a target=\"_blank\" href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a> 年初至今涨幅高达2074% 港股中的<a target=\"_blank\" href=\"https://laohu8.com/S/06969\">$思摩尔国际(06969)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 也有150%以上的涨幅。 每位虎友都有自己得意的那只票,欢迎大家在本文评论区留言2020你最得意、赚钱最多那只票,投出属于你的本届老虎金蛋奖票选名单! 【参与规则】 在本贴评论区留言晒出2020你最赚钱那只股票。 如何参与晒单? 点击“交易”页面,选择交易的股票,点击持仓盈亏分享,即可解锁萌萌的小虎表情包。(更新到6.8.9版本的虎友们,除了分享单只股票涨跌幅之外,还可以分享你赚了多少钱哦)另外,老虎App新增分享历史订单功能,升级到6.8.9版","listText":"年底了,一大波有意思的活动即将袭来!!!首先,就从让人开心的金蛋奖走起。 什么是金蛋奖咧?就是2020虎友最赚钱的十只股票。这十只票,将会组成2020老虎社区金蛋奖。 比如创造神话的蔚来和特斯拉 ,<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 2020年初至今大涨485%,<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 2020年初至今大涨1125% 再比如医药股<a target=\"_blank\" href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a> 年初至今涨幅高达2074% 港股中的<a target=\"_blank\" href=\"https://laohu8.com/S/06969\">$思摩尔国际(06969)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 也有150%以上的涨幅。 每位虎友都有自己得意的那只票,欢迎大家在本文评论区留言2020你最得意、赚钱最多那只票,投出属于你的本届老虎金蛋奖票选名单! 【参与规则】 在本贴评论区留言晒出2020你最赚钱那只股票。 如何参与晒单? 点击“交易”页面,选择交易的股票,点击持仓盈亏分享,即可解锁萌萌的小虎表情包。(更新到6.8.9版本的虎友们,除了分享单只股票涨跌幅之外,还可以分享你赚了多少钱哦)另外,老虎App新增分享历史订单功能,升级到6.8.9版","text":"年底了,一大波有意思的活动即将袭来!!!首先,就从让人开心的金蛋奖走起。 什么是金蛋奖咧?就是2020虎友最赚钱的十只股票。这十只票,将会组成2020老虎社区金蛋奖。 比如创造神话的蔚来和特斯拉 ,$特斯拉(TSLA)$ 2020年初至今大涨485%,$蔚来(NIO)$ 2020年初至今大涨1125% 再比如医药股$诺瓦瓦克斯医药(NVAX)$ 年初至今涨幅高达2074% 港股中的$思摩尔国际(06969)$、$美团-W(03690)$、$小米集团-W(01810)$ 也有150%以上的涨幅。 每位虎友都有自己得意的那只票,欢迎大家在本文评论区留言2020你最得意、赚钱最多那只票,投出属于你的本届老虎金蛋奖票选名单! 【参与规则】 在本贴评论区留言晒出2020你最赚钱那只股票。 如何参与晒单? 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href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>狗东,耗子尾汁","listText":"<a 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href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>狗东,你是真的狗啊,这是被阿里吓阳尾了?你不是挺花花的吗","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>狗东,你是真的狗啊,这是被阿里吓阳尾了?你不是挺花花的吗","text":"$京东(JD)$狗东,你是真的狗啊,这是被阿里吓阳尾了?你不是挺花花的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/390348272","isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548452324602034","authorId":"3548452324602034","name":"华尔街挤奶员","avatar":"https://static.tigerbbs.com/8c72c8196781549d9c4d8e62dae4768d","crmLevel":1,"crmLevelSwitch":1,"idStr":"3548452324602034","authorIdStr":"3548452324602034"},"content":"来回收割模式.垃圾中的战斗机.","text":"来回收割模式.垃圾中的战斗机.","html":"来回收割模式.垃圾中的战斗机."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307701737,"gmtCreate":1605627803929,"gmtModify":1703838707210,"author":{"id":"3474409095241682","authorId":"3474409095241682","name":"三升V","avatar":"https://static.tigerbbs.com/d03b31614d368adb6c6ea9a538b8b699","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474409095241682","authorIdStr":"3474409095241682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DNK\">$蛋壳公寓(DNK)$</a>熟悉的味道,韭菜盒子……","listText":"<a href=\"https://laohu8.com/S/DNK\">$蛋壳公寓(DNK)$</a>熟悉的味道,韭菜盒子……","text":"$蛋壳公寓(DNK)$熟悉的味道,韭菜盒子……","images":[{"img":"https://static.tigerbbs.com/9c52460959cdabd1473d9c705cc40d19","width":"1734","height":"2312"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307701737","isVote":1,"tweetType":1,"viewCount":1632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":307475631,"gmtCreate":1605627286423,"gmtModify":1703838698405,"author":{"id":"3474409095241682","authorId":"3474409095241682","name":"三升V","avatar":"https://static.tigerbbs.com/d03b31614d368adb6c6ea9a538b8b699","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474409095241682","authorIdStr":"3474409095241682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIIB\">$生化基因(BIIB)$</a>这个,是被雷劈了么。股价掉这么多","listText":"<a href=\"https://laohu8.com/S/BIIB\">$生化基因(BIIB)$</a>这个,是被雷劈了么。股价掉这么多","text":"$生化基因(BIIB)$这个,是被雷劈了么。股价掉这么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307475631","repostId":"307129977","repostType":1,"repost":{"id":307129977,"gmtCreate":1605518085193,"gmtModify":1703837941126,"author":{"id":"20713508336808","authorId":"20713508336808","name":"纳斯达克女神经","avatar":"https://static.tigerbbs.com/15e2666c2d985a62cacb5bcb30705cea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20713508336808","authorIdStr":"20713508336808"},"themes":[],"title":"两只低估的医药股!关注了~","htmlText":"这两年,蓝筹制药股是最佳的投资选择之一。如果一家制药公司处于积极发布临床数据的阶段,就很容易引起股民的重视,大家都喜欢投资这样的公司,对于寻求逢低买入的朋友来说,购买这样的股票也是可靠的选择。 近期生物医药领域一直褒贬不一,有人说炒的太过火,但是架不住高收益的诱惑,我也一直在关注这个领域,今天想说说2个在社区中相对冷门的 Vertex Pharmaceuticals 上个月,Vertex Pharmaceuticals停止了治疗肝病药物的第二阶段开发计划,仅剩四个临床产品正在准备中,这使得Vertex从历史高位暴跌了30%。 幸运的是,这家公司有足够的产品收入来弥补这一缺陷。<a href=\"https://laohu8.com/S/VRTX\">$福泰制药(VRTX)$</a> Vertex的旗舰药物是Trikafta,这是一种旨在治疗囊性纤维化的三联疗法。凭借Trikafta的处方增长实力,Vertex的收入在2020年第三季度期间从去年同期的9.5亿美元增长至15.4亿美元。同时,利润率也在大幅增长,营业利润率增长了12个百分点,达到56%。Vertex的每股收益同比增长了一倍以上,达到2.64美元。 在整个2020财年,Vertex预计将产生62亿美元的销售额,较去年的41.6亿美元大幅增长。它的目标是扩大Trikafta的标签,以治疗美国和欧盟90%的囊性纤维化患者。 股价暴跌之后,Vertex的市盈率约为市盈率的9.5倍,市盈率约为21倍,考虑到Vertex的收入同比增长超过50%,并不算是高价。而且这家公司没有任何债务,现金等约为62亿美元。怎么看都是一家有潜质的企业,已经纳入到我的关注名单中! Biogen 美国FDA官员在11月初表示,Biogen的实验性抗阿尔茨海默病药物阿杜卡奴抗体(aducanumab)显示出“确凿的有效性证据”。这一积极的评论直接令B","listText":"这两年,蓝筹制药股是最佳的投资选择之一。如果一家制药公司处于积极发布临床数据的阶段,就很容易引起股民的重视,大家都喜欢投资这样的公司,对于寻求逢低买入的朋友来说,购买这样的股票也是可靠的选择。 近期生物医药领域一直褒贬不一,有人说炒的太过火,但是架不住高收益的诱惑,我也一直在关注这个领域,今天想说说2个在社区中相对冷门的 Vertex Pharmaceuticals 上个月,Vertex Pharmaceuticals停止了治疗肝病药物的第二阶段开发计划,仅剩四个临床产品正在准备中,这使得Vertex从历史高位暴跌了30%。 幸运的是,这家公司有足够的产品收入来弥补这一缺陷。<a href=\"https://laohu8.com/S/VRTX\">$福泰制药(VRTX)$</a> Vertex的旗舰药物是Trikafta,这是一种旨在治疗囊性纤维化的三联疗法。凭借Trikafta的处方增长实力,Vertex的收入在2020年第三季度期间从去年同期的9.5亿美元增长至15.4亿美元。同时,利润率也在大幅增长,营业利润率增长了12个百分点,达到56%。Vertex的每股收益同比增长了一倍以上,达到2.64美元。 在整个2020财年,Vertex预计将产生62亿美元的销售额,较去年的41.6亿美元大幅增长。它的目标是扩大Trikafta的标签,以治疗美国和欧盟90%的囊性纤维化患者。 股价暴跌之后,Vertex的市盈率约为市盈率的9.5倍,市盈率约为21倍,考虑到Vertex的收入同比增长超过50%,并不算是高价。而且这家公司没有任何债务,现金等约为62亿美元。怎么看都是一家有潜质的企业,已经纳入到我的关注名单中! Biogen 美国FDA官员在11月初表示,Biogen的实验性抗阿尔茨海默病药物阿杜卡奴抗体(aducanumab)显示出“确凿的有效性证据”。这一积极的评论直接令B","text":"这两年,蓝筹制药股是最佳的投资选择之一。如果一家制药公司处于积极发布临床数据的阶段,就很容易引起股民的重视,大家都喜欢投资这样的公司,对于寻求逢低买入的朋友来说,购买这样的股票也是可靠的选择。 近期生物医药领域一直褒贬不一,有人说炒的太过火,但是架不住高收益的诱惑,我也一直在关注这个领域,今天想说说2个在社区中相对冷门的 Vertex Pharmaceuticals 上个月,Vertex Pharmaceuticals停止了治疗肝病药物的第二阶段开发计划,仅剩四个临床产品正在准备中,这使得Vertex从历史高位暴跌了30%。 幸运的是,这家公司有足够的产品收入来弥补这一缺陷。$福泰制药(VRTX)$ Vertex的旗舰药物是Trikafta,这是一种旨在治疗囊性纤维化的三联疗法。凭借Trikafta的处方增长实力,Vertex的收入在2020年第三季度期间从去年同期的9.5亿美元增长至15.4亿美元。同时,利润率也在大幅增长,营业利润率增长了12个百分点,达到56%。Vertex的每股收益同比增长了一倍以上,达到2.64美元。 在整个2020财年,Vertex预计将产生62亿美元的销售额,较去年的41.6亿美元大幅增长。它的目标是扩大Trikafta的标签,以治疗美国和欧盟90%的囊性纤维化患者。 股价暴跌之后,Vertex的市盈率约为市盈率的9.5倍,市盈率约为21倍,考虑到Vertex的收入同比增长超过50%,并不算是高价。而且这家公司没有任何债务,现金等约为62亿美元。怎么看都是一家有潜质的企业,已经纳入到我的关注名单中! Biogen 美国FDA官员在11月初表示,Biogen的实验性抗阿尔茨海默病药物阿杜卡奴抗体(aducanumab)显示出“确凿的有效性证据”。这一积极的评论直接令B","images":[{"img":"https://static.tigerbbs.com/12b7ad5ba42991e156ca845cca5b5643","width":"540","height":"300"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307129977","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307443694,"gmtCreate":1605626011918,"gmtModify":1703838678917,"author":{"id":"3474409095241682","authorId":"3474409095241682","name":"三升V","avatar":"https://static.tigerbbs.com/d03b31614d368adb6c6ea9a538b8b699","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474409095241682","authorIdStr":"3474409095241682"},"themes":[],"htmlText":"马云不是风清扬,马云是岳不群","listText":"马云不是风清扬,马云是岳不群","text":"马云不是风清扬,马云是岳不群","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307443694","repostId":"2084659498","repostType":2,"repost":{"id":"2084659498","pubTimestamp":1605600754,"share":"https://www.laohu8.com/m/news/2084659498?lang=&edition=full","pubTime":"2020-11-17 16:12","market":"sh","language":"zh","title":"马云430亿,马化腾65亿!股市“套现王”们到底套现了多少钱?","url":"https://stock-news.laohu8.com/highlight/detail?id=2084659498","media":"大猫财经","summary":"据统计,今年以来,A股重要股东已减持套现超过3116.99亿元。风波不断的马云被爆出近7个月套现达430亿元,低调的马化腾也多次公告减持,涉及资金近65亿港元,拼多多黄峥也有动作,把股权“送”出去,做慈善和激励管理层。与此同时,腾讯总裁刘炽平自2020年以来,连续减持,累计出售270万股,折合人民币10.27亿元,腾讯公司董事会主席马化腾也在今年出售总计1465万股腾讯股票,共套现65.19亿港元,折合人民币56.42亿元。","content":"<html><body><p><font>一边是跑步入场,但另一边却是不断减持。</font></p><p><font>今年上市公司重要股东们纷纷减持,到底在股市的零和博弈中,谁在挣钱,谁在亏呢?</font></p><p><font>据统计,今年以来,A股重要股东已减持套现超过3116.99亿元。此外,最近美股及港股的众多中国互联网龙头股价频频创新高,其创始人也在接连减持。风波不断的马云被爆出近7个月套现达430亿元,低调的马化腾也多次公告减持,涉及资金近65亿港元,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>黄峥也有动作,把股权“送”出去,做慈善和激励管理层。</font></p><p><font>都谁在套现呢?</font></p><p><font>以阿里为例,截至2020年7月2日,马云持股数降至10.43亿股,持股比例为4.8%,短短半年内,减持累计套现资金约达430亿元人民币;蔡崇信也跟上了减持动作,减持0.64亿股,减持套现约达120亿元人民币。</font></p><p><font>与此同时,<a href=\"https://laohu8.com/S/00700\">腾讯</a>总裁刘炽平自2020年以来,连续减持,累计出售270万股,折合人民币10.27亿元,腾讯公司董事会主席马化腾也在今年出售总计1465万股腾讯股票,共套现65.19亿港元,折合人民币56.42亿元。</font></p><p><font>广大投资人和市场似乎并未受此影响,依然对于腾讯有极大的追捧,股价一路上涨。</font></p><p><font>不过,与数十亿相比,小米联合创始人林斌的减持就是小打小闹,2019年8月,林斌曾几次持小米股票,套现约3.7亿港元,林斌剩余股份会锁定5年,减持还让小米股价波动了一阵子。</font></p><p><font>拼多多黄峥辞去拼多多CEO一职后,直接或通过其控制的离岸信托将所持公司股票减少6.65亿股,相当于股票总量的13.9%。按照当时拼多多市值1028亿美元计算,其减持股票金额为143亿美元,折合人民币约1009.5亿元。</font></p><p><font>不过,黄峥这些“减持”的部分,有些捐了慈善基金,有的给了合伙人,还是很大气的。</font></p><p><font>减持套现,一半是海水一半是火焰,就看谁比较有“诱惑”了。</font></p><p><img src=\"http://k.sinaimg.cn/n/sinakd20201117ac/450/w500h750/20201117/3db7-kcysmrw2965189.jpg/w720fin.jpg\"/></p></body></html>","source":"sina_symbol","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\" 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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马云430亿,马化腾65亿!股市“套现王”们到底套现了多少钱?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-17 16:12 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6179501165_17053b46d00100s486.html><strong>大猫财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一边是跑步入场,但另一边却是不断减持。今年上市公司重要股东们纷纷减持,到底在股市的零和博弈中,谁在挣钱,谁在亏呢?据统计,今年以来,A股重要股东已减持套现超过3116.99亿元。此外,最近美股及港股的众多中国互联网龙头股价频频创新高,其创始人也在接连减持。风波不断的马云被爆出近7个月套现达430亿元,低调的马化腾也多次公告减持,涉及资金近65亿港元,拼多多黄峥也有动作,把股权“送”出去,做慈善和...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6179501165_17053b46d00100s486.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c4fb4d7b02e0f6620a16dc71da028ea4","relate_stocks":{"00700":"腾讯控股","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数","09988":"阿里巴巴-W"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6179501165_17053b46d00100s486.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2084659498","content_text":"一边是跑步入场,但另一边却是不断减持。今年上市公司重要股东们纷纷减持,到底在股市的零和博弈中,谁在挣钱,谁在亏呢?据统计,今年以来,A股重要股东已减持套现超过3116.99亿元。此外,最近美股及港股的众多中国互联网龙头股价频频创新高,其创始人也在接连减持。风波不断的马云被爆出近7个月套现达430亿元,低调的马化腾也多次公告减持,涉及资金近65亿港元,拼多多黄峥也有动作,把股权“送”出去,做慈善和激励管理层。都谁在套现呢?以阿里为例,截至2020年7月2日,马云持股数降至10.43亿股,持股比例为4.8%,短短半年内,减持累计套现资金约达430亿元人民币;蔡崇信也跟上了减持动作,减持0.64亿股,减持套现约达120亿元人民币。与此同时,腾讯总裁刘炽平自2020年以来,连续减持,累计出售270万股,折合人民币10.27亿元,腾讯公司董事会主席马化腾也在今年出售总计1465万股腾讯股票,共套现65.19亿港元,折合人民币56.42亿元。广大投资人和市场似乎并未受此影响,依然对于腾讯有极大的追捧,股价一路上涨。不过,与数十亿相比,小米联合创始人林斌的减持就是小打小闹,2019年8月,林斌曾几次持小米股票,套现约3.7亿港元,林斌剩余股份会锁定5年,减持还让小米股价波动了一阵子。拼多多黄峥辞去拼多多CEO一职后,直接或通过其控制的离岸信托将所持公司股票减少6.65亿股,相当于股票总量的13.9%。按照当时拼多多市值1028亿美元计算,其减持股票金额为143亿美元,折合人民币约1009.5亿元。不过,黄峥这些“减持”的部分,有些捐了慈善基金,有的给了合伙人,还是很大气的。减持套现,一半是海水一半是火焰,就看谁比较有“诱惑”了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307140209,"gmtCreate":1605520453601,"gmtModify":1703837968756,"author":{"id":"3474409095241682","authorId":"3474409095241682","name":"三升V","avatar":"https://static.tigerbbs.com/d03b31614d368adb6c6ea9a538b8b699","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474409095241682","authorIdStr":"3474409095241682"},"themes":[],"htmlText":"[捂脸]东哥,正开着车来给大家送钱","listText":"[捂脸]东哥,正开着车来给大家送钱","text":"[捂脸]东哥,正开着车来给大家送钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307140209","repostId":"307153043","repostType":1,"repost":{"id":307153043,"gmtCreate":1605519488082,"gmtModify":1703837956714,"author":{"id":"3454413074530163","authorId":"3454413074530163","name":"断鸿","avatar":"https://static.tigerbbs.com/5708d6b7ad9ed03c46cfb53ed6c1505a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454413074530163","authorIdStr":"3454413074530163"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>先下车了","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>先下车了","text":"$京东(JD)$先下车了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307153043","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":396555369,"gmtCreate":1607217762251,"gmtModify":1703846815095,"author":{"id":"3474409095241682","authorId":"3474409095241682","name":"三升V","avatar":"https://static.tigerbbs.com/d03b31614d368adb6c6ea9a538b8b699","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474409095241682","authorIdStr":"3474409095241682"},"themes":[],"htmlText":"2020投资大复盘,又到一年一度的大复盘,2020真是涨知识、涨见识的一年,疫情熔断,触底反弹。这一年收货不仅是见识,还有增长的财富理念: 首先是持仓价位,之前看过一个大牛,2012年开始关注$苹果(AAPL)$ ,2016年苹果股价下降的时候开始定投,之后一路盈利。这给了我很大启发,也让我见识了定投的威力,疫情操作的$纳指三倍做多ETF(TQQQ)$ ,也是不断定投,摊薄成本,从熔断前的高位站岗,到低谷的抄底吸筹,现在也达到了比较好的收益。同样的还有$三倍做多半导体ETF-Direxion Daily(SOXL)$ ,相同的操作理念手法。 其次,持仓结构上我也严谨的执行操作规律。个股占比例一般不超过总30%,单行业个股占总仓位比例的上限为50%。当然,随着股价的增长,(比如SOXL),持仓市值超过了这些限额。 这样控制仓位的好处是:可以有充足的剩余仓位,好像有源源不断的资金在补,这是一种很好的节奏把握。 最后,由于上述操作方式,大部分仓位都是比较稳重型的,属于慢牛。所以,为了均衡投资手法,不管怎么操作,都会空余10%的仓位,用于期权投资。由于不太激进,投资的都是三百天以上的长期期权,以做多Call为主。自从卖飞了蔚来的长期CALL,我决定以后长期CALL在到期前半个月左右再操作。 2020操作总结:优质股定投,在其低谷期摊薄资本,长期持有。操作长期期权和打新有想象力的公司。 赚认知范围内的钱,同样的,财富的增长也促进了认知的上升。2021在操作中学习,博观而约取,厚积而薄发。","listText":"2020投资大复盘,又到一年一度的大复盘,2020真是涨知识、涨见识的一年,疫情熔断,触底反弹。这一年收货不仅是见识,还有增长的财富理念: 首先是持仓价位,之前看过一个大牛,2012年开始关注$苹果(AAPL)$ ,2016年苹果股价下降的时候开始定投,之后一路盈利。这给了我很大启发,也让我见识了定投的威力,疫情操作的$纳指三倍做多ETF(TQQQ)$ ,也是不断定投,摊薄成本,从熔断前的高位站岗,到低谷的抄底吸筹,现在也达到了比较好的收益。同样的还有$三倍做多半导体ETF-Direxion Daily(SOXL)$ ,相同的操作理念手法。 其次,持仓结构上我也严谨的执行操作规律。个股占比例一般不超过总30%,单行业个股占总仓位比例的上限为50%。当然,随着股价的增长,(比如SOXL),持仓市值超过了这些限额。 这样控制仓位的好处是:可以有充足的剩余仓位,好像有源源不断的资金在补,这是一种很好的节奏把握。 最后,由于上述操作方式,大部分仓位都是比较稳重型的,属于慢牛。所以,为了均衡投资手法,不管怎么操作,都会空余10%的仓位,用于期权投资。由于不太激进,投资的都是三百天以上的长期期权,以做多Call为主。自从卖飞了蔚来的长期CALL,我决定以后长期CALL在到期前半个月左右再操作。 2020操作总结:优质股定投,在其低谷期摊薄资本,长期持有。操作长期期权和打新有想象力的公司。 赚认知范围内的钱,同样的,财富的增长也促进了认知的上升。2021在操作中学习,博观而约取,厚积而薄发。","text":"2020投资大复盘,又到一年一度的大复盘,2020真是涨知识、涨见识的一年,疫情熔断,触底反弹。这一年收货不仅是见识,还有增长的财富理念: 首先是持仓价位,之前看过一个大牛,2012年开始关注$苹果(AAPL)$ ,2016年苹果股价下降的时候开始定投,之后一路盈利。这给了我很大启发,也让我见识了定投的威力,疫情操作的$纳指三倍做多ETF(TQQQ)$ ,也是不断定投,摊薄成本,从熔断前的高位站岗,到低谷的抄底吸筹,现在也达到了比较好的收益。同样的还有$三倍做多半导体ETF-Direxion Daily(SOXL)$ ,相同的操作理念手法。 其次,持仓结构上我也严谨的执行操作规律。个股占比例一般不超过总30%,单行业个股占总仓位比例的上限为50%。当然,随着股价的增长,(比如SOXL),持仓市值超过了这些限额。 这样控制仓位的好处是:可以有充足的剩余仓位,好像有源源不断的资金在补,这是一种很好的节奏把握。 最后,由于上述操作方式,大部分仓位都是比较稳重型的,属于慢牛。所以,为了均衡投资手法,不管怎么操作,都会空余10%的仓位,用于期权投资。由于不太激进,投资的都是三百天以上的长期期权,以做多Call为主。自从卖飞了蔚来的长期CALL,我决定以后长期CALL在到期前半个月左右再操作。 2020操作总结:优质股定投,在其低谷期摊薄资本,长期持有。操作长期期权和打新有想象力的公司。 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