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股市不倒翁
2023-08-11
扑朔迷离的夏天 和股市
股市不倒翁
2023-01-31
垃圾公司,未来迟早归0。 等机会做空。
抱歉,原内容已删除
股市不倒翁
2023-01-31
特斯拉-BBA
$特斯拉(TSLA)$
比亚迪-丰田大众 领克-沃尔沃 理想-路虎 小鹏-雷克萨斯 蔚来-林肯/凯迪拉克
股市不倒翁
2023-01-31
这篇文章不错,转发给大家看看
@小虎AV: 【达摩达兰重估特斯拉:特斯拉为何只值每股130美元】纽约大学的阿斯沃斯·达摩达兰在推特上发布了他对
$特斯拉(TSLA)$
股票的最新估值。精彩看点:1、特斯拉的崛起历程:2010 年至 2020 年间,特斯拉的收入从 1.17 亿美元增长到 315 亿美元,这本身就是一项了不起的成就,但 COVID 给公司带来了提振,因为在 2020-22 年期间收入增长了约 250%。2、达摩达兰细数了过去多年来对特斯拉的评估犯的错,尤其是低估了特斯拉的产品范围从而低估了公司的发展能力。3、估值更新看法:供应链对特斯拉造成的挑战、马斯克应该更专注于工作而不是当公司代言人以及当前市场环境变化。结合特斯拉的最新财报数据及估值模型,达摩达兰得出结论:认为特斯拉的股票只值130美元。 原文链接:https://aswathdamodaran.blogspot.com/2023/01/tesla-in-2023-return-to-reality-start.html
股市不倒翁
2023-01-17
这篇文章不错,转发给大家看看
@黄中堂聊商业:经济衰退的本质原因
股市不倒翁
2022-10-02
金融危机要来了!!
股市不倒翁
2022-10-02
活久见,德国被卡塔尔摆布
股市不倒翁
2022-09-30
好 看好吉利汽车
$吉利汽车(00175)$
股市不倒翁
2022-09-30
芯片要进入退潮期了
股市不倒翁
2022-09-22
$TSLA 20220923 281.67 PUT$
抄底
$特斯拉(TSLA)$
现货,期权对冲[财迷]
股市不倒翁
2022-09-22
好观点
@问就是加仓up:写在腾讯股价创近四年新低之际
股市不倒翁
2022-09-22
这意味着什么?
股市不倒翁
2022-09-22
这什么意思
股市不倒翁
2022-08-16
$BABA 20220826 100.0 CALL$
看运气啦
股市不倒翁
2022-03-29
中概和美股游戏yizuaj
$游戏驿站(GME)$
等近期的上涨。。
股市不倒翁
2022-03-29
是的 要学会空仓
@老特资本:投资十大误区之二——有闲钱就想操作
股市不倒翁
2022-03-15
$MRNA$
Hahh
股市不倒翁
2022-03-04
句句属实。。贵,且交易量小。
@价值投资为王:港股为什么不行?
股市不倒翁
2022-03-02
这个国家有更多的这种普通人起来的 就好了 祖国就富强了
@阿尔法工场:$海底捞(06862)$ 什么叫逆袭?在阿里她的名字叫童文红,从前台做到副总裁。在海底捞,她则是杨利娟,从普通服务员干到这家火锅霸主的CEO。3月1日晚,海底捞发布管理层多项人事任命公告,现任CEO张勇卸任,由有“最牛服务员”之称的副首席执行官兼首席运营官杨利娟接任。据北京青年报报道,杨利娟的经历颇为传奇,为帮家里还债,杨利娟16岁就辍学到了简阳县城做服务员,由于做事机智利索,被上门吃饭的张勇一眼看中,开出160元工资挖她,这比她当时120元的工资高出了不少。19岁成为海底捞简阳第一家店的经理。21岁独立运营海底捞进驻西安的首家门店,统管100多名员工,踏出海底捞跨区域经营的关键一步。从最普通的服务员起步,杨利娟历经领班、大堂经理,每半年升一级,用26年的时间完成跨越,成为海底捞CEO。据《2021胡润中国职业经理人榜》,时年42岁的杨利娟以125亿元身价位列第七。
股市不倒翁
2022-03-02
SaaS中的龙头了
@美股研究社:同比增长超100%,Snowflake的高估值靠业绩撑腰?
去老虎APP查看更多动态
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和股市","listText":"扑朔迷离的夏天 和股市","text":"扑朔迷离的夏天 和股市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207811532865696","isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622951573,"gmtCreate":1675152011093,"gmtModify":1675152239255,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"垃圾公司,未来迟早归0。 等机会做空。","listText":"垃圾公司,未来迟早归0。 等机会做空。","text":"垃圾公司,未来迟早归0。 等机会做空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622951573","repostId":"622999446","repostType":1,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622951261,"gmtCreate":1675151967753,"gmtModify":1675151969721,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"特斯拉-BBA<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 比亚迪-丰田大众 领克-沃尔沃 理想-路虎 小鹏-雷克萨斯 蔚来-林肯/凯迪拉克","listText":"特斯拉-BBA<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 比亚迪-丰田大众 领克-沃尔沃 理想-路虎 小鹏-雷克萨斯 蔚来-林肯/凯迪拉克","text":"特斯拉-BBA$特斯拉(TSLA)$ 比亚迪-丰田大众 领克-沃尔沃 理想-路虎 小鹏-雷克萨斯 蔚来-林肯/凯迪拉克","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/622951261","isVote":1,"tweetType":1,"viewCount":8029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622951189,"gmtCreate":1675151564041,"gmtModify":1675151565956,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"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/622951189","repostId":"622984904","repostType":1,"repost":{"id":622984904,"gmtCreate":1675134480209,"gmtModify":1675134488908,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"\n \n \n 【达摩达兰重估特斯拉:特斯拉为何只值每股130美元】纽约大学的阿斯沃斯·达摩达兰在推特上发布了他对<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 股票的最新估值。精彩看点:1、特斯拉的崛起历程:2010 年至 2020 年间,特斯拉的收入从 1.17 亿美元增长到 315 亿美元,这本身就是一项了不起的成就,但 COVID 给公司带来了提振,因为在 2020-22 年期间收入增长了约 250%。2、达摩达兰细数了过去多年来对特斯拉的评估犯的错,尤其是低估了特斯拉的产品范围从而低估了公司的发展能力。3、估值更新看法:供应链对特斯拉造成的挑战、马斯克应该更专注于工作而不是当公司代言人以及当前市场环境变化。结合特斯拉的最新财报数据及估值模型,达摩达兰得出结论:认为特斯拉的股票只值130美元。 原文链接:https://aswathdamodaran.blogspot.com/2023/01/tesla-in-2023-return-to-reality-start.html\n \n","listText":"【达摩达兰重估特斯拉:特斯拉为何只值每股130美元】纽约大学的阿斯沃斯·达摩达兰在推特上发布了他对<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 股票的最新估值。精彩看点:1、特斯拉的崛起历程:2010 年至 2020 年间,特斯拉的收入从 1.17 亿美元增长到 315 亿美元,这本身就是一项了不起的成就,但 COVID 给公司带来了提振,因为在 2020-22 年期间收入增长了约 250%。2、达摩达兰细数了过去多年来对特斯拉的评估犯的错,尤其是低估了特斯拉的产品范围从而低估了公司的发展能力。3、估值更新看法:供应链对特斯拉造成的挑战、马斯克应该更专注于工作而不是当公司代言人以及当前市场环境变化。结合特斯拉的最新财报数据及估值模型,达摩达兰得出结论:认为特斯拉的股票只值130美元。 原文链接:https://aswathdamodaran.blogspot.com/2023/01/tesla-in-2023-return-to-reality-start.html","text":"【达摩达兰重估特斯拉:特斯拉为何只值每股130美元】纽约大学的阿斯沃斯·达摩达兰在推特上发布了他对$特斯拉(TSLA)$ 股票的最新估值。精彩看点:1、特斯拉的崛起历程:2010 年至 2020 年间,特斯拉的收入从 1.17 亿美元增长到 315 亿美元,这本身就是一项了不起的成就,但 COVID 给公司带来了提振,因为在 2020-22 年期间收入增长了约 250%。2、达摩达兰细数了过去多年来对特斯拉的评估犯的错,尤其是低估了特斯拉的产品范围从而低估了公司的发展能力。3、估值更新看法:供应链对特斯拉造成的挑战、马斯克应该更专注于工作而不是当公司代言人以及当前市场环境变化。结合特斯拉的最新财报数据及估值模型,达摩达兰得出结论:认为特斯拉的股票只值130美元。 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Energy 新能源,新能源最近几年都能带来年100%以上的涨幅。小H是House 。房价已经太高了,现在北京房子均价10万左右,那么房子和普通人有什么关系吗?没有,所以就带来不了新的增长。接下来千千万别去投资房子,也别去推荐好朋友买。当然建议推荐给你的“仇人”。 房子-新能源 <a href=\"https://laohu8.com/S/02202\">$万科企业(02202)$ </a><a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$ </a><a href=\"https://laohu8.com/S/600438\">$通威股份(600438)$ </a> 关注我,每天分享有料的商业资识","listText":"经济衰退的本质原因是流通变少。比如ZF发了1万块资金到池子里,想促进资金流转。这时池子里有两个人,其中一个人叫小N,她的资金处理效率超高给她5000块钱,她能带动上下游产业链产生9次流通,也就是产生了45000的GDP。另外一个人小H,给她5000块钱,她只能产生一次流通-偿还欠款。这里小N是New Energy 新能源,新能源最近几年都能带来年100%以上的涨幅。小H是House 。房价已经太高了,现在北京房子均价10万左右,那么房子和普通人有什么关系吗?没有,所以就带来不了新的增长。接下来千千万别去投资房子,也别去推荐好朋友买。当然建议推荐给你的“仇人”。 房子-新能源 <a href=\"https://laohu8.com/S/02202\">$万科企业(02202)$ </a><a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$ </a><a href=\"https://laohu8.com/S/600438\">$通威股份(600438)$ </a> 关注我,每天分享有料的商业资识","text":"经济衰退的本质原因是流通变少。比如ZF发了1万块资金到池子里,想促进资金流转。这时池子里有两个人,其中一个人叫小N,她的资金处理效率超高给她5000块钱,她能带动上下游产业链产生9次流通,也就是产生了45000的GDP。另外一个人小H,给她5000块钱,她只能产生一次流通-偿还欠款。这里小N是New Energy 新能源,新能源最近几年都能带来年100%以上的涨幅。小H是House 。房价已经太高了,现在北京房子均价10万左右,那么房子和普通人有什么关系吗?没有,所以就带来不了新的增长。接下来千千万别去投资房子,也别去推荐好朋友买。当然建议推荐给你的“仇人”。 房子-新能源 $万科企业(02202)$ $比亚迪(002594)$ $通威股份(600438)$ 关注我,每天分享有料的商业资识","images":[{"img":"https://static.tigerbbs.com/52f8a08e4b66e1351e4c11ae1c160593","width":"632","height":"358"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626340029","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668644656,"gmtCreate":1664722768575,"gmtModify":1664760208410,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"金融危机要来了!!","listText":"金融危机要来了!!","text":"金融危机要来了!!","images":[{"img":"https://static.tigerbbs.com/a27617b33711c2a5d4f6563754d798c5","width":"1170","height":"2469"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668644656","isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":668644185,"gmtCreate":1664722227347,"gmtModify":1664760204737,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"活久见,德国被卡塔尔摆布","listText":"活久见,德国被卡塔尔摆布","text":"活久见,德国被卡塔尔摆布","images":[{"img":"https://static.tigerbbs.com/9d020bb025289dd6771cca6b4502ada7","width":"1170","height":"2127"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668644185","isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":668894277,"gmtCreate":1664519852499,"gmtModify":1664520133494,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"好 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看好吉利汽车$吉利汽车(00175)$","images":[{"img":"https://static.tigerbbs.com/bb8eecf31b7723c337ffa0a759e537a1","width":"1170","height":"1416"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668894277","isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":668128961,"gmtCreate":1664497874053,"gmtModify":1664501288788,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"芯片要进入退潮期了","listText":"芯片要进入退潮期了","text":"芯片要进入退潮期了","images":[{"img":"https://static.tigerbbs.com/808015d73f238a4b5b2161578dd9382e","width":"1170","height":"1416"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668128961","isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":661697865,"gmtCreate":1663862056558,"gmtModify":1663862058953,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20220923 281.67 PUT\">$TSLA 20220923 281.67 PUT$</a> 抄底<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>现货,期权对冲[财迷] ","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20220923 281.67 PUT\">$TSLA 20220923 281.67 PUT$</a> 抄底<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>现货,期权对冲[财迷] ","text":"$TSLA 20220923 281.67 PUT$ 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本文仅为个人投资思考记录,不构成任何投资建议,格局不同,立场不同,仅供参考。 就在一年多以前,在全球牛市的衬托下,国内基金振臂高呼跨过香江争夺定价权,腾讯连续日内10%的涨幅拉升,股价一度接近750港币,当时的口号是1000港币不是梦,不是我在这瞎吹,我当时还买了800港币的涡轮,当时觉得突破1000不算啥事。随后没几天就开始掉转形式向下,开启了无限的下跌,绵延至今。从月线可以看出,这一路没有特别暴力的反弹。 目前腾讯股价的下跌主要几个原因,最最主要的其实是大股东的减持,港股的流动性虽然 很差,但是以腾讯的声望,还是有很多的资金在不断抄底,但是一旦有人开始稳定持续的减持,对股价的影响那就容易倾斜,在大股东减持之前,其实股价本就处于弱平衡之下,腾讯目前每天也是在稳定回购,回购金额约占当日成交金额的十分之一以下,目前无法看到大股东每日减持明细,因为每减持1%的股份才会发布一次减持公告,上次发布是9.8日的时候,当时持股降到了27.96%,下次公告是持股减持到27%以下的时候,即在减持9600w股,今天腾讯成交了1600w股,我没查到港股减持的规则,假设每天减持200w股,大约需要45多个交易日,上次大股东转入了1.9亿股,全部减持完大概需要100个交易日。 而且这是算术的角度看,从理性的角度看,大股东肯定想要卖个好价钱 ,不可能无脑卖出,所以股价跌得多了,卖出速度会变慢。这些股份大概率是要全部卖出的,基本上意味着未来大半年腾讯的股价基本上会承受非常大的压力,如果你不知道什么叫压力,最近一个月的走势就是压力。 大股东的抛售金额大概率是高于每天腾讯自身回购的金额,所以你可以将这个回购行为的价值","listText":"今天盘中腾讯股价再次跌2%,股价几乎创近4年新低,相比于之前跌破300港币无数人疾呼抄底,这次明显安静了很多,氛围感也没有了,毕竟上半年港股急跌以腾讯跌破300港币收尾。这次,又会怎么走? 本文仅为个人投资思考记录,不构成任何投资建议,格局不同,立场不同,仅供参考。 就在一年多以前,在全球牛市的衬托下,国内基金振臂高呼跨过香江争夺定价权,腾讯连续日内10%的涨幅拉升,股价一度接近750港币,当时的口号是1000港币不是梦,不是我在这瞎吹,我当时还买了800港币的涡轮,当时觉得突破1000不算啥事。随后没几天就开始掉转形式向下,开启了无限的下跌,绵延至今。从月线可以看出,这一路没有特别暴力的反弹。 目前腾讯股价的下跌主要几个原因,最最主要的其实是大股东的减持,港股的流动性虽然 很差,但是以腾讯的声望,还是有很多的资金在不断抄底,但是一旦有人开始稳定持续的减持,对股价的影响那就容易倾斜,在大股东减持之前,其实股价本就处于弱平衡之下,腾讯目前每天也是在稳定回购,回购金额约占当日成交金额的十分之一以下,目前无法看到大股东每日减持明细,因为每减持1%的股份才会发布一次减持公告,上次发布是9.8日的时候,当时持股降到了27.96%,下次公告是持股减持到27%以下的时候,即在减持9600w股,今天腾讯成交了1600w股,我没查到港股减持的规则,假设每天减持200w股,大约需要45多个交易日,上次大股东转入了1.9亿股,全部减持完大概需要100个交易日。 而且这是算术的角度看,从理性的角度看,大股东肯定想要卖个好价钱 ,不可能无脑卖出,所以股价跌得多了,卖出速度会变慢。这些股份大概率是要全部卖出的,基本上意味着未来大半年腾讯的股价基本上会承受非常大的压力,如果你不知道什么叫压力,最近一个月的走势就是压力。 大股东的抛售金额大概率是高于每天腾讯自身回购的金额,所以你可以将这个回购行为的价值","text":"今天盘中腾讯股价再次跌2%,股价几乎创近4年新低,相比于之前跌破300港币无数人疾呼抄底,这次明显安静了很多,氛围感也没有了,毕竟上半年港股急跌以腾讯跌破300港币收尾。这次,又会怎么走? 本文仅为个人投资思考记录,不构成任何投资建议,格局不同,立场不同,仅供参考。 就在一年多以前,在全球牛市的衬托下,国内基金振臂高呼跨过香江争夺定价权,腾讯连续日内10%的涨幅拉升,股价一度接近750港币,当时的口号是1000港币不是梦,不是我在这瞎吹,我当时还买了800港币的涡轮,当时觉得突破1000不算啥事。随后没几天就开始掉转形式向下,开启了无限的下跌,绵延至今。从月线可以看出,这一路没有特别暴力的反弹。 目前腾讯股价的下跌主要几个原因,最最主要的其实是大股东的减持,港股的流动性虽然 很差,但是以腾讯的声望,还是有很多的资金在不断抄底,但是一旦有人开始稳定持续的减持,对股价的影响那就容易倾斜,在大股东减持之前,其实股价本就处于弱平衡之下,腾讯目前每天也是在稳定回购,回购金额约占当日成交金额的十分之一以下,目前无法看到大股东每日减持明细,因为每减持1%的股份才会发布一次减持公告,上次发布是9.8日的时候,当时持股降到了27.96%,下次公告是持股减持到27%以下的时候,即在减持9600w股,今天腾讯成交了1600w股,我没查到港股减持的规则,假设每天减持200w股,大约需要45多个交易日,上次大股东转入了1.9亿股,全部减持完大概需要100个交易日。 而且这是算术的角度看,从理性的角度看,大股东肯定想要卖个好价钱 ,不可能无脑卖出,所以股价跌得多了,卖出速度会变慢。这些股份大概率是要全部卖出的,基本上意味着未来大半年腾讯的股价基本上会承受非常大的压力,如果你不知道什么叫压力,最近一个月的走势就是压力。 大股东的抛售金额大概率是高于每天腾讯自身回购的金额,所以你可以将这个回购行为的价值","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661121977","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661127575,"gmtCreate":1663778032997,"gmtModify":1663778035449,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"这意味着什么?","listText":"这意味着什么?","text":"这意味着什么?","images":[{"img":"https://static.tigerbbs.com/c29c194667276da53e9e10ff6ccbaeb1","width":"1170","height":"1416"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661127575","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":661127179,"gmtCreate":1663777883591,"gmtModify":1663777886530,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"这什么意思","listText":"这什么意思","text":"这什么意思","images":[{"img":"https://static.tigerbbs.com/5e8e986030495921afaa606d8ecfeb7a","width":"1170","height":"1416"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661127179","isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":684714912,"gmtCreate":1660607640938,"gmtModify":1660607640938,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/BABA 20220826 100.0 CALL\">$BABA 20220826 100.0 CALL$</a>看运气啦","listText":"<a href=\"https://laohu8.com/OPT/BABA 20220826 100.0 CALL\">$BABA 20220826 100.0 CALL$</a>看运气啦","text":"$BABA 20220826 100.0 CALL$看运气啦","images":[{"img":"https://static.tigerbbs.com/c299d08a8d726b4326e06700f4190521","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684714912","isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":610326632,"gmtCreate":1648527573153,"gmtModify":1648527573153,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"中概和美股游戏yizuaj<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>等近期的上涨。。","listText":"中概和美股游戏yizuaj<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>等近期的上涨。。","text":"中概和美股游戏yizuaj$游戏驿站(GME)$等近期的上涨。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610326632","isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610326162,"gmtCreate":1648527441267,"gmtModify":1648527441267,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"是的 要学会空仓","listText":"是的 要学会空仓","text":"是的 要学会空仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610326162","repostId":"610986207","repostType":1,"repost":{"id":610986207,"gmtCreate":1648468285040,"gmtModify":1710139418359,"author":{"id":"3515677085772011","authorId":"3515677085772011","name":"老特资本","avatar":"https://static.tigerbbs.com/2e94c23bbbf9eaa7982385d5e639a294","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"投资十大误区之二——有闲钱就想操作","htmlText":"今天老特要跟大家分享投资中的十大误区之一,也是最多朋友会犯的错误之一。那就是,很多人一有闲钱就想操作。每天开盘就打开自选股,然后习惯性地把涨跌幅由涨幅最多的排到跌幅最多的,然后就开始打开老特的私信框,开始问老特“老特,你觉得xxx的股票怎么样?”这已经是很多朋友们每天的日常了。[捂脸] 殊不知,在老特的重仓股里,其实里面躺着很多公司,买入后基本上就没动过,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>拿了11年,<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>7年,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>6年,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>2.5年,<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>2年等等。。上述提到的这些公司都是老特买完一直没卖甚至是十年内基本面不动的前提下不打算卖的。股神巴菲特曾经说过:“如果你不愿意持有一只股票10年,那么你连10分钟都不要持有。”他还说了一句:“对于好公司,我希望能永远持有。”因为早期持有的优质公司的股票,到现在每年能回馈价值投资者的股息,能达到当年本金的30~50%,而且这些公司每一年还会一定的速率增长它的股息率,这也正是价值投资的魅力所在,是一种持续的保障![害羞] 但是我接触的朋友里面,有太多人买股票纯凭感觉,卖股票纯凭幻觉的。亏了死扛,错过很多别的机会。赚了一点点就惦记着要跑,错过几十倍牛股。这类人一半都是没有任何研究或者调研就开始买入卖出了。每天打开账户就是要来操作闲不住的基本都是没研究透彻,根据股价涨跌来判断","listText":"今天老特要跟大家分享投资中的十大误区之一,也是最多朋友会犯的错误之一。那就是,很多人一有闲钱就想操作。每天开盘就打开自选股,然后习惯性地把涨跌幅由涨幅最多的排到跌幅最多的,然后就开始打开老特的私信框,开始问老特“老特,你觉得xxx的股票怎么样?”这已经是很多朋友们每天的日常了。[捂脸] 殊不知,在老特的重仓股里,其实里面躺着很多公司,买入后基本上就没动过,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>拿了11年,<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>7年,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>6年,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>2.5年,<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>2年等等。。上述提到的这些公司都是老特买完一直没卖甚至是十年内基本面不动的前提下不打算卖的。股神巴菲特曾经说过:“如果你不愿意持有一只股票10年,那么你连10分钟都不要持有。”他还说了一句:“对于好公司,我希望能永远持有。”因为早期持有的优质公司的股票,到现在每年能回馈价值投资者的股息,能达到当年本金的30~50%,而且这些公司每一年还会一定的速率增长它的股息率,这也正是价值投资的魅力所在,是一种持续的保障![害羞] 但是我接触的朋友里面,有太多人买股票纯凭感觉,卖股票纯凭幻觉的。亏了死扛,错过很多别的机会。赚了一点点就惦记着要跑,错过几十倍牛股。这类人一半都是没有任何研究或者调研就开始买入卖出了。每天打开账户就是要来操作闲不住的基本都是没研究透彻,根据股价涨跌来判断","text":"今天老特要跟大家分享投资中的十大误区之一,也是最多朋友会犯的错误之一。那就是,很多人一有闲钱就想操作。每天开盘就打开自选股,然后习惯性地把涨跌幅由涨幅最多的排到跌幅最多的,然后就开始打开老特的私信框,开始问老特“老特,你觉得xxx的股票怎么样?”这已经是很多朋友们每天的日常了。[捂脸] 殊不知,在老特的重仓股里,其实里面躺着很多公司,买入后基本上就没动过,$苹果(AAPL)$拿了11年,$微软(MSFT)$7年,$腾讯控股(00700)$6年,$特斯拉(TSLA)$2.5年,$英伟达(NVDA)$2年等等。。上述提到的这些公司都是老特买完一直没卖甚至是十年内基本面不动的前提下不打算卖的。股神巴菲特曾经说过:“如果你不愿意持有一只股票10年,那么你连10分钟都不要持有。”他还说了一句:“对于好公司,我希望能永远持有。”因为早期持有的优质公司的股票,到现在每年能回馈价值投资者的股息,能达到当年本金的30~50%,而且这些公司每一年还会一定的速率增长它的股息率,这也正是价值投资的魅力所在,是一种持续的保障![害羞] 但是我接触的朋友里面,有太多人买股票纯凭感觉,卖股票纯凭幻觉的。亏了死扛,错过很多别的机会。赚了一点点就惦记着要跑,错过几十倍牛股。这类人一半都是没有任何研究或者调研就开始买入卖出了。每天打开账户就是要来操作闲不住的基本都是没研究透彻,根据股价涨跌来判断","images":[{"img":"https://static.tigerbbs.com/84d3876ed7d3d9fb54f4610d1d565ad8","width":"1080","height":"1440"},{"img":"https://static.tigerbbs.com/c9b2e6855d5aa94e29135d50be20e321","width":"1080","height":"1440"},{"img":"https://static.tigerbbs.com/a318a0554a471eccdbddede9af380e55","width":"813","height":"1278"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610986207","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634011801,"gmtCreate":1647273899863,"gmtModify":1647273899863,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/MRNA\">$MRNA$ </a>Hahh","listText":"<a href=\"https://laohu8.com/OPT/MRNA\">$MRNA$ </a>Hahh","text":"$MRNA$ Hahh","images":[{"img":"https://static.tigerbbs.com/1d16e6b339e23d855b8aa5227347e495","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634011801","isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":632683902,"gmtCreate":1646389052831,"gmtModify":1646389052831,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"句句属实。。贵,且交易量小。","listText":"句句属实。。贵,且交易量小。","text":"句句属实。。贵,且交易量小。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632683902","repostId":"632637366","repostType":1,"repost":{"id":632637366,"gmtCreate":1646384055443,"gmtModify":1646411686974,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"港股为什么不行?","htmlText":"港股为什么这么垃圾?炒过的散户,进场的时候带着一腔热情,奔着全球估值洼地慕名而来,但离场的时候,都会骂上一句:垃圾!中招的不止是散户,还有机构。2021年初,“跨过香江去,争夺定价权”的口号仿佛还响彻在耳边,而仅仅过去一年,腾讯逼近腰斩、阿里巴巴大跌60%、快手暴跌80%...定价权没拿到,高位站岗倒是事实。血淋淋的案例摆在桌面,不得不让人深思:港股为什么不行?1.弹丸之地撑不起偌大的股市香港人口数量748万人,GDP2.8万亿港币,2021年末港股市值42万亿港币,市值/GDP的比重为1497%。A股市值/GDP是80%,美股是300%,日本是164%。巴菲特曾有一个指标衡量美股泡沫大小,计算基础是拿美股市值/GDP,比率处于75%-90%时为合理区间,超过120%则股市遭到高估。众所周知,股市是一国经济的晴雨表,而港股在全球主要股市中是特殊的存在,完全依靠当地经济,根本无法支撑庞大的股市。因此,港股只能依赖金融自由港的地位,吸引外地资金。对内,港股开通了沪港通,对外,港币瞄定美元,可以自由兑换和出入。然而,沪港通是有门槛的,开通需要账户有50万资产,仅此一条,A股投资者多数都不符合。即使符合条件,沪港通标的也十分有限,无法对所有港股提供弹药支持。对外,外资虽然可以自由买卖,但资本有国界,一来港股上市公司基本来自中国,外资对公司的了解程度有天然的障碍,这与国内投资者买卖美股一致,基本都只买熟悉的、日常能接触到的公司,没听说过的根本不敢买。二来,港股背靠中国,机构资金心存偏见。内外夹击,港股只能夹缝中求生存。即使生活艰难,但港交所依然卖力争夺全球IPO融资NO.1的地位。2021年,港股IPO融资额3314亿港币,位居全球第四,仅次于纳斯达克、纽交所、上交所,这是自2012年以来,香港市场IPO筹资额首次跌出全球前三的位置。为了保三争一,港交所今年开始允许SPAC(特殊目的","listText":"港股为什么这么垃圾?炒过的散户,进场的时候带着一腔热情,奔着全球估值洼地慕名而来,但离场的时候,都会骂上一句:垃圾!中招的不止是散户,还有机构。2021年初,“跨过香江去,争夺定价权”的口号仿佛还响彻在耳边,而仅仅过去一年,腾讯逼近腰斩、阿里巴巴大跌60%、快手暴跌80%...定价权没拿到,高位站岗倒是事实。血淋淋的案例摆在桌面,不得不让人深思:港股为什么不行?1.弹丸之地撑不起偌大的股市香港人口数量748万人,GDP2.8万亿港币,2021年末港股市值42万亿港币,市值/GDP的比重为1497%。A股市值/GDP是80%,美股是300%,日本是164%。巴菲特曾有一个指标衡量美股泡沫大小,计算基础是拿美股市值/GDP,比率处于75%-90%时为合理区间,超过120%则股市遭到高估。众所周知,股市是一国经济的晴雨表,而港股在全球主要股市中是特殊的存在,完全依靠当地经济,根本无法支撑庞大的股市。因此,港股只能依赖金融自由港的地位,吸引外地资金。对内,港股开通了沪港通,对外,港币瞄定美元,可以自由兑换和出入。然而,沪港通是有门槛的,开通需要账户有50万资产,仅此一条,A股投资者多数都不符合。即使符合条件,沪港通标的也十分有限,无法对所有港股提供弹药支持。对外,外资虽然可以自由买卖,但资本有国界,一来港股上市公司基本来自中国,外资对公司的了解程度有天然的障碍,这与国内投资者买卖美股一致,基本都只买熟悉的、日常能接触到的公司,没听说过的根本不敢买。二来,港股背靠中国,机构资金心存偏见。内外夹击,港股只能夹缝中求生存。即使生活艰难,但港交所依然卖力争夺全球IPO融资NO.1的地位。2021年,港股IPO融资额3314亿港币,位居全球第四,仅次于纳斯达克、纽交所、上交所,这是自2012年以来,香港市场IPO筹资额首次跌出全球前三的位置。为了保三争一,港交所今年开始允许SPAC(特殊目的","text":"港股为什么这么垃圾?炒过的散户,进场的时候带着一腔热情,奔着全球估值洼地慕名而来,但离场的时候,都会骂上一句:垃圾!中招的不止是散户,还有机构。2021年初,“跨过香江去,争夺定价权”的口号仿佛还响彻在耳边,而仅仅过去一年,腾讯逼近腰斩、阿里巴巴大跌60%、快手暴跌80%...定价权没拿到,高位站岗倒是事实。血淋淋的案例摆在桌面,不得不让人深思:港股为什么不行?1.弹丸之地撑不起偌大的股市香港人口数量748万人,GDP2.8万亿港币,2021年末港股市值42万亿港币,市值/GDP的比重为1497%。A股市值/GDP是80%,美股是300%,日本是164%。巴菲特曾有一个指标衡量美股泡沫大小,计算基础是拿美股市值/GDP,比率处于75%-90%时为合理区间,超过120%则股市遭到高估。众所周知,股市是一国经济的晴雨表,而港股在全球主要股市中是特殊的存在,完全依靠当地经济,根本无法支撑庞大的股市。因此,港股只能依赖金融自由港的地位,吸引外地资金。对内,港股开通了沪港通,对外,港币瞄定美元,可以自由兑换和出入。然而,沪港通是有门槛的,开通需要账户有50万资产,仅此一条,A股投资者多数都不符合。即使符合条件,沪港通标的也十分有限,无法对所有港股提供弹药支持。对外,外资虽然可以自由买卖,但资本有国界,一来港股上市公司基本来自中国,外资对公司的了解程度有天然的障碍,这与国内投资者买卖美股一致,基本都只买熟悉的、日常能接触到的公司,没听说过的根本不敢买。二来,港股背靠中国,机构资金心存偏见。内外夹击,港股只能夹缝中求生存。即使生活艰难,但港交所依然卖力争夺全球IPO融资NO.1的地位。2021年,港股IPO融资额3314亿港币,位居全球第四,仅次于纳斯达克、纽交所、上交所,这是自2012年以来,香港市场IPO筹资额首次跌出全球前三的位置。为了保三争一,港交所今年开始允许SPAC(特殊目的","images":[{"img":"https://static.tigerbbs.com/e23bd6c317b12e1864e15921773cc884","width":"632","height":"273"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632637366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632973732,"gmtCreate":1646217067545,"gmtModify":1646217067545,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"这个国家有更多的这种普通人起来的 就好了 祖国就富强了","listText":"这个国家有更多的这种普通人起来的 就好了 祖国就富强了","text":"这个国家有更多的这种普通人起来的 就好了 祖国就富强了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632973732","repostId":"632964967","repostType":1,"repost":{"id":632964967,"gmtCreate":1646205394913,"gmtModify":1646205518357,"author":{"id":"3502176745308642","authorId":"3502176745308642","name":"阿尔法工场","avatar":"https://static.tigerbbs.com/5c1e2784f547ee3820545b047bf31adf","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"逆袭传奇杨利娟,“最牛女服务员”接任海底捞CEO","htmlText":"\n \n \n <a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> 什么叫逆袭?在阿里她的名字叫童文红,从前台做到副总裁。在海底捞,她则是杨利娟,从普通服务员干到这家火锅霸主的CEO。3月1日晚,海底捞发布管理层多项人事任命公告,现任CEO张勇卸任,由有“最牛服务员”之称的副首席执行官兼首席运营官杨利娟接任。据北京青年报报道,杨利娟的经历颇为传奇,为帮家里还债,杨利娟16岁就辍学到了简阳县城做服务员,由于做事机智利索,被上门吃饭的张勇一眼看中,开出160元工资挖她,这比她当时120元的工资高出了不少。19岁成为海底捞简阳第一家店的经理。21岁独立运营海底捞进驻西安的首家门店,统管100多名员工,踏出海底捞跨区域经营的关键一步。从最普通的服务员起步,杨利娟历经领班、大堂经理,每半年升一级,用26年的时间完成跨越,成为海底捞CEO。据《2021胡润中国职业经理人榜》,时年42岁的杨利娟以125亿元身价位列第七。\n \n","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> 什么叫逆袭?在阿里她的名字叫童文红,从前台做到副总裁。在海底捞,她则是杨利娟,从普通服务员干到这家火锅霸主的CEO。3月1日晚,海底捞发布管理层多项人事任命公告,现任CEO张勇卸任,由有“最牛服务员”之称的副首席执行官兼首席运营官杨利娟接任。据北京青年报报道,杨利娟的经历颇为传奇,为帮家里还债,杨利娟16岁就辍学到了简阳县城做服务员,由于做事机智利索,被上门吃饭的张勇一眼看中,开出160元工资挖她,这比她当时120元的工资高出了不少。19岁成为海底捞简阳第一家店的经理。21岁独立运营海底捞进驻西安的首家门店,统管100多名员工,踏出海底捞跨区域经营的关键一步。从最普通的服务员起步,杨利娟历经领班、大堂经理,每半年升一级,用26年的时间完成跨越,成为海底捞CEO。据《2021胡润中国职业经理人榜》,时年42岁的杨利娟以125亿元身价位列第七。","text":"$海底捞(06862)$ 什么叫逆袭?在阿里她的名字叫童文红,从前台做到副总裁。在海底捞,她则是杨利娟,从普通服务员干到这家火锅霸主的CEO。3月1日晚,海底捞发布管理层多项人事任命公告,现任CEO张勇卸任,由有“最牛服务员”之称的副首席执行官兼首席运营官杨利娟接任。据北京青年报报道,杨利娟的经历颇为传奇,为帮家里还债,杨利娟16岁就辍学到了简阳县城做服务员,由于做事机智利索,被上门吃饭的张勇一眼看中,开出160元工资挖她,这比她当时120元的工资高出了不少。19岁成为海底捞简阳第一家店的经理。21岁独立运营海底捞进驻西安的首家门店,统管100多名员工,踏出海底捞跨区域经营的关键一步。从最普通的服务员起步,杨利娟历经领班、大堂经理,每半年升一级,用26年的时间完成跨越,成为海底捞CEO。据《2021胡润中国职业经理人榜》,时年42岁的杨利娟以125亿元身价位列第七。","images":[{"img":"https://static.tigerbbs.com/86690e979d3d430b90788cbbd9ba3cb6","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632964967","isVote":1,"tweetType":2,"object":{"id":"2c6cb4a8a92741028fed5daf68397b3c","tweetId":"632964967","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/c7528bd5387702296864360180/v.f30.mp4","poster":"https://static.tigerbbs.com/86690e979d3d430b90788cbbd9ba3cb6"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632979421,"gmtCreate":1646216688038,"gmtModify":1646216688038,"author":{"id":"3505706151977206","authorId":"3505706151977206","name":"股市不倒翁","avatar":"https://static.tigerbbs.com/e5f1c6ce755f9828d46c0c9bac734d78","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"SaaS中的龙头了","listText":"SaaS中的龙头了","text":"SaaS中的龙头了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632979421","repostId":"632922559","repostType":1,"repost":{"id":632922559,"gmtCreate":1646209634441,"gmtModify":1646210747988,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"同比增长超100%,Snowflake的高估值靠业绩撑腰?","htmlText":"Snowflake将于3月2日美股盘后发布2022财年第四季度财报,其业绩经常能引起投资者的兴趣。除了“高得流鼻血”的估值,在JR Research监测的高增长SaaS同行中,它还有一些同类最佳的SaaS指标。此外,由于其基于使用的收入模式,Snowflake甚至不认为自己是一家SaaS公司。因此,作者认为这是一个值得期待的季度。<a target=\"_blank\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> SNOW股票的价格波动也很大。因此,它为耐心的投资者提供了几次利用这些抛售进入市场的机会。那么投资者应该从该公司Q4财报中注意什么?虽然估值有所下降,但仍然很高来源:Public Comps来源:Public Comps尽管在高增长的SaaS市场出现了价值压缩,但SNOW的EV/NTM收入仍为44.6倍。它轻松超过了31.9倍的Datadog(DDOG)和32.8倍的Cloudflare(NET)。此外,我们还可以从第一张图表中看出,SNOW远高于其同行的中值12.8倍。因此,Snowflake在同行中是一个真正的佼佼者,但其估值往往难以让许多投资者接受。但是,我们相信其卓越的执行能力和极具竞争力的产品继续使其脱颖而出。作者还观察到了更激烈的竞争,因为它的竞争对手正在关注Snowflake的成功。值得注意的是,其曾经的合作伙伴、现在的主要竞争对手Databricks也希望抢占Snowflake的市场份额。尽管如此,我们认为,随着越来越多的工作负载转移到云,Snowflake的市场机会是巨大的。Snowflake的核心优势之一是它能够在多云、与云无关的架构中快速扩展。此外,Databricks首席执行官Ali Ghodsi还强调,两家公司的机会都很大。他表示:“我认为Snowflake会非常成功","listText":"Snowflake将于3月2日美股盘后发布2022财年第四季度财报,其业绩经常能引起投资者的兴趣。除了“高得流鼻血”的估值,在JR Research监测的高增长SaaS同行中,它还有一些同类最佳的SaaS指标。此外,由于其基于使用的收入模式,Snowflake甚至不认为自己是一家SaaS公司。因此,作者认为这是一个值得期待的季度。<a target=\"_blank\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> SNOW股票的价格波动也很大。因此,它为耐心的投资者提供了几次利用这些抛售进入市场的机会。那么投资者应该从该公司Q4财报中注意什么?虽然估值有所下降,但仍然很高来源:Public Comps来源:Public Comps尽管在高增长的SaaS市场出现了价值压缩,但SNOW的EV/NTM收入仍为44.6倍。它轻松超过了31.9倍的Datadog(DDOG)和32.8倍的Cloudflare(NET)。此外,我们还可以从第一张图表中看出,SNOW远高于其同行的中值12.8倍。因此,Snowflake在同行中是一个真正的佼佼者,但其估值往往难以让许多投资者接受。但是,我们相信其卓越的执行能力和极具竞争力的产品继续使其脱颖而出。作者还观察到了更激烈的竞争,因为它的竞争对手正在关注Snowflake的成功。值得注意的是,其曾经的合作伙伴、现在的主要竞争对手Databricks也希望抢占Snowflake的市场份额。尽管如此,我们认为,随着越来越多的工作负载转移到云,Snowflake的市场机会是巨大的。Snowflake的核心优势之一是它能够在多云、与云无关的架构中快速扩展。此外,Databricks首席执行官Ali Ghodsi还强调,两家公司的机会都很大。他表示:“我认为Snowflake会非常成功","text":"Snowflake将于3月2日美股盘后发布2022财年第四季度财报,其业绩经常能引起投资者的兴趣。除了“高得流鼻血”的估值,在JR Research监测的高增长SaaS同行中,它还有一些同类最佳的SaaS指标。此外,由于其基于使用的收入模式,Snowflake甚至不认为自己是一家SaaS公司。因此,作者认为这是一个值得期待的季度。$Snowflake(SNOW)$ SNOW股票的价格波动也很大。因此,它为耐心的投资者提供了几次利用这些抛售进入市场的机会。那么投资者应该从该公司Q4财报中注意什么?虽然估值有所下降,但仍然很高来源:Public Comps来源:Public Comps尽管在高增长的SaaS市场出现了价值压缩,但SNOW的EV/NTM收入仍为44.6倍。它轻松超过了31.9倍的Datadog(DDOG)和32.8倍的Cloudflare(NET)。此外,我们还可以从第一张图表中看出,SNOW远高于其同行的中值12.8倍。因此,Snowflake在同行中是一个真正的佼佼者,但其估值往往难以让许多投资者接受。但是,我们相信其卓越的执行能力和极具竞争力的产品继续使其脱颖而出。作者还观察到了更激烈的竞争,因为它的竞争对手正在关注Snowflake的成功。值得注意的是,其曾经的合作伙伴、现在的主要竞争对手Databricks也希望抢占Snowflake的市场份额。尽管如此,我们认为,随着越来越多的工作负载转移到云,Snowflake的市场机会是巨大的。Snowflake的核心优势之一是它能够在多云、与云无关的架构中快速扩展。此外,Databricks首席执行官Ali Ghodsi还强调,两家公司的机会都很大。他表示:“我认为Snowflake会非常成功","images":[{"img":"https://static.tigerbbs.com/c81e2ee425854181741365b2a7f69a1f","width":"632","height":"391"},{"img":"https://static.tigerbbs.com/a521c1d3fae832a01a89c0f8bc6e15d1","width":"632","height":"379"},{"img":"https://static.tigerbbs.com/7c9ca4831905a4b840103b440cc15007","width":"632","height":"379"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632922559","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[],"lives":[]}