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捡漏的扫地僧
做价值投资的程序猿
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捡漏的扫地僧
2021-07-24
伟大的机会即将出现
$阿里巴巴-SW(09988)$
首先我的观点是,gj监管粒度是非常合适的,无需恐慌。一类的
$阿里巴巴(BABA)$
和
$腾讯控股(00700)$
长期站在对立面,面对国外竞争环境的日益加重,是需要紧密的合作起来的,于国于民都是好事情,gj站出来让他们整改,不久后可能看到微信跳转淘宝,淘宝使用微信支付,大大提高生产效率,毕竟拷贝微信跳转浪费的是大家的时间。至于阿里的天价罚款,也是防止行业内卷,让市场这双无形的手去调控行业,至于这两家公司而言,收入基本面没有影响,只是受到了了处罚而已,长期来看,目前的价格有非常大的诱惑力。二类的
$美团-W(03690)$
和字节跳动,前者主要是食品安全和服务方面投诉的监管,后者更多的是信息违规等监管,对于公司的运营影响可忽略。不过前者的泡沫还是巨大的,个人认为不是一笔好的投资,后者没有上市不做过多评价。三类的
$京东(JD)$
$拼多多(PDD)$
$小米集团-W(01810)$
伟大的机会即将出现
捡漏的扫地僧
05-17
$腾讯控股(00700)$
$美团-W(03690)$
$阿里巴巴-SW(09988)$
要赶上去年美股的收益了,今年提前重仓港股判断是对的
捡漏的扫地僧
05-13
$腾讯控股(00700)$
$阿里巴巴(BABA)$
拿了三年多的腾讯和阿里终于回又本了
捡漏的扫地僧
2023-12-31
2023年关键词~危险与机会
投资的市场有大饼、A股、港股、美股、其他(黄金、美债),除了港股有亏损外,其他市场皆盈利。总结下来就是,从未来往前看,提前布局,价值内慢慢买入,长期持有,分散投资。
2023年关键词~危险与机会
捡漏的扫地僧
2023-10-21
讲下我去年思考的逻辑哈,现金等价物方面,去年底想的人民币会贬值,似乎只能这样才能救经济,所以买了黄金,300大开始买,然后最高涨到480,每涨10块卖两根,然后去年底配置了些美债的闲钱等美联储加息。股票方面,剩余的买了150的特斯拉、20多的理想、120多的苹果、90多的半导体指数,寻思着太便宜了,都低于内在价值了,闭着眼睛买,300开始卖了一半的特斯拉,觉得特斯拉短时间超出内在价值太多了,170多卖苹果(因为苹果市值太大,涨幅不多当现金等价物来看,想换成理想,后来理想涨了,没办法买入了),40多卖了一半理想(非常舍不得,就觉得涨太快了观望下)、140清空了半导体指数(英伟达涨太猛了,看不懂了),还有买了中国银行和工商银行,收分红的(分红比较吸引人,结果赶上了后面的涨停,不过又跌下来了),这是纯运气。港股腾讯和阿里没任何操作,又平躺了一年。21000买了些BTC,短中期应该不会卖。不过总的来说今年执行的动作非常少,收益还不错。
捡漏的扫地僧
2023-06-06
$腾讯控股(00700)$
啥时候分红到账呀
捡漏的扫地僧
2022-08-26
短中期做空
$小米集团-W(01810)$
$小鹏汽车-W(09868)$
$快手-W(01024)$
,做多腾讯、阿里巴巴
捡漏的扫地僧
2022-05-29
又增加一个思考的纬度,比如
$阿里巴巴(BABA)$
中国商业作为中国经济引擎的润滑剂。
@李迅雷金融与投资:《中国经济周刊》专访:二季度经济增长压力将更大,电商平台是拉动反弹的重要抓手
捡漏的扫地僧
2022-05-18
很久没有写东西了,趁这段时间休息的蛮好,阅读了《美国大萧条》,对现在的经济形势有了一些新的认知。以下结论仅仅代表个人观点,不构成投资建议。目前是经济周期清算的拐点,以往投资不当的资本品都有了较大的跌幅,恢复也会是非常缓慢的过程,是时候拥抱优质资产(暴跌过的资本品),适当配置黄金抵御M2扩张,剔除劣质资产(非核心地段房产)的时候。持有现金,打算开启买买买模式了。
$腾讯控股(00700)$
$半导体指数ETF-HOLDRs(SMH)$
捡漏的扫地僧
2022-01-25
最高点下跌腾讯 37.5% 阿里 61.5% 美团 50%京东 31.6% 小米 49.4%蔚来 62.9%
捡漏的扫地僧
2021-10-20
$美团-W(03690)$
做个随机漫步的傻子,合适的价格买了,过很久来看总有惊喜。
捡漏的扫地僧
2021-07-26
$快手-W(01024)$
短期真要看到80了
捡漏的扫地僧
2021-07-23
$滴滴(DIDI)$
已入,为了互联网时代的BAT和TMD
捡漏的扫地僧
2021-07-17
$奈雪的茶(02150)$
奶茶会是年轻人的茅台吗?
捡漏的扫地僧
2021-07-11
$拼多多(PDD)$
活跃用户超过了阿里,为啥季度营收才只有阿里的1/8,是阿里客单价太高,还是多多客单价太低呢?
捡漏的扫地僧
2021-07-11
$滴滴(DIDI)$
从日2kw单,在结合去年的总营收1600亿不到,即使多年后能够盈利,10%的净利润率估算,考虑到日单量的增长空间不大了,美股价格也就9出头,现在买入风险真太大了
捡漏的扫地僧
2021-07-09
本周得好好分析下滴滴~拼多多~腾讯~美团
捡漏的扫地僧
2021-05-14
$阿里巴巴(BABA)$
大城市的人贷款买房-装修,小城市的人贷款消费,小的老的都如此,都掉入消费陷阱。所以阿里基本面不错,云不过多解释,日后挣大钱
捡漏的扫地僧
2021-05-04
$阿里巴巴(BABA)$
$伯克希尔B(BRK.B)$
$小米集团-W(01810)$
伯克希尔股东大会2021
捡漏的扫地僧
2021-02-17
$亿航智能(EH)$
昨晚撸着烧烤加了仓,今儿给我看这个,得亏只是玩玩而已
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>首先我的观点是,gj监管粒度是非常合适的,无需恐慌。一类的<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 长期站在对立面,面对国外竞争环境的日益加重,是需要紧密的合作起来的,于国于民都是好事情,gj站出来让他们整改,不久后可能看到微信跳转淘宝,淘宝使用微信支付,大大提高生产效率,毕竟拷贝微信跳转浪费的是大家的时间。至于阿里的天价罚款,也是防止行业内卷,让市场这双无形的手去调控行业,至于这两家公司而言,收入基本面没有影响,只是受到了了处罚而已,长期来看,目前的价格有非常大的诱惑力。二类的<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 和字节跳动,前者主要是食品安全和服务方面投诉的监管,后者更多的是信息违规等监管,对于公司的运营影响可忽略。不过前者的泡沫还是巨大的,个人认为不是一笔好的投资,后者没有上市不做过多评价。三类的<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>首先我的观点是,gj监管粒度是非常合适的,无需恐慌。一类的<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 长期站在对立面,面对国外竞争环境的日益加重,是需要紧密的合作起来的,于国于民都是好事情,gj站出来让他们整改,不久后可能看到微信跳转淘宝,淘宝使用微信支付,大大提高生产效率,毕竟拷贝微信跳转浪费的是大家的时间。至于阿里的天价罚款,也是防止行业内卷,让市场这双无形的手去调控行业,至于这两家公司而言,收入基本面没有影响,只是受到了了处罚而已,长期来看,目前的价格有非常大的诱惑力。二类的<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 和字节跳动,前者主要是食品安全和服务方面投诉的监管,后者更多的是信息违规等监管,对于公司的运营影响可忽略。不过前者的泡沫还是巨大的,个人认为不是一笔好的投资,后者没有上市不做过多评价。三类的<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"$阿里巴巴-SW(09988)$首先我的观点是,gj监管粒度是非常合适的,无需恐慌。一类的$阿里巴巴(BABA)$ 和$腾讯控股(00700)$ 长期站在对立面,面对国外竞争环境的日益加重,是需要紧密的合作起来的,于国于民都是好事情,gj站出来让他们整改,不久后可能看到微信跳转淘宝,淘宝使用微信支付,大大提高生产效率,毕竟拷贝微信跳转浪费的是大家的时间。至于阿里的天价罚款,也是防止行业内卷,让市场这双无形的手去调控行业,至于这两家公司而言,收入基本面没有影响,只是受到了了处罚而已,长期来看,目前的价格有非常大的诱惑力。二类的$美团-W(03690)$ 和字节跳动,前者主要是食品安全和服务方面投诉的监管,后者更多的是信息违规等监管,对于公司的运营影响可忽略。不过前者的泡沫还是巨大的,个人认为不是一笔好的投资,后者没有上市不做过多评价。三类的$京东(JD)$ $拼多多(PDD)$ $小米集团-W(01810)$","images":[],"top":2,"highlighted":2,"essential":2,"paper":2,"likeSize":108,"commentSize":52,"repostSize":16,"link":"https://laohu8.com/post/174670131","isVote":1,"tweetType":1,"viewCount":132640,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000206","authorId":"9000000000000206","authorIdStr":"9000000000000206","name":"ClarkD","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0},"content":"这次郑州洪水,京东独特的物流体系真的起到了很大作用,力挺京东","text":"这次郑州洪水,京东独特的物流体系真的起到了很大作用,力挺京东","html":"这次郑州洪水,京东独特的物流体系真的起到了很大作用,力挺京东"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306832968384512,"gmtCreate":1715945104026,"gmtModify":1715945107853,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a> 要赶上去年美股的收益了,今年提前重仓港股判断是对的","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a> 要赶上去年美股的收益了,今年提前重仓港股判断是对的","text":"$腾讯控股(00700)$ $美团-W(03690)$ $阿里巴巴-SW(09988)$ 要赶上去年美股的收益了,今年提前重仓港股判断是对的","images":[{"img":"https://static.tigerbbs.com/884a97d158728b1978c33b2d64a4c53b","width":"1284","height":"1408"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306832968384512","isVote":1,"tweetType":1,"viewCount":1406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":305468363517952,"gmtCreate":1715611821696,"gmtModify":1715686789472,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 拿了三年多的腾讯和阿里终于回又本了","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 拿了三年多的腾讯和阿里终于回又本了","text":"$腾讯控股(00700)$ $阿里巴巴(BABA)$ 拿了三年多的腾讯和阿里终于回又本了","images":[{"img":"https://static.tigerbbs.com/da14edafe6964a9d7f501a52f56ac0b2","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/305468363517952","isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":257858241409096,"gmtCreate":1703987163055,"gmtModify":1720786121151,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"2023年关键词~危险与机会","htmlText":"投资的市场有大饼、A股、港股、美股、其他(黄金、美债),除了港股有亏损外,其他市场皆盈利。总结下来就是,从未来往前看,提前布局,价值内慢慢买入,长期持有,分散投资。","listText":"投资的市场有大饼、A股、港股、美股、其他(黄金、美债),除了港股有亏损外,其他市场皆盈利。总结下来就是,从未来往前看,提前布局,价值内慢慢买入,长期持有,分散投资。","text":"投资的市场有大饼、A股、港股、美股、其他(黄金、美债),除了港股有亏损外,其他市场皆盈利。总结下来就是,从未来往前看,提前布局,价值内慢慢买入,长期持有,分散投资。","images":[{"img":"https://static.tigerbbs.com/451f739edc94a4fbd9f2a33ac13e933d","width":"1282","height":"2182"},{"img":"https://static.tigerbbs.com/91770cd5ce897ddeb6afdf0b8ee7fc5c","width":"1283","height":"1594"},{"img":"https://static.tigerbbs.com/4820776cd45084a6f8aeadc13dc53b47","width":"1283","height":"1912"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257858241409096","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},{"id":232761463226488,"gmtCreate":1697854290014,"gmtModify":1697855430356,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"讲下我去年思考的逻辑哈,现金等价物方面,去年底想的人民币会贬值,似乎只能这样才能救经济,所以买了黄金,300大开始买,然后最高涨到480,每涨10块卖两根,然后去年底配置了些美债的闲钱等美联储加息。股票方面,剩余的买了150的特斯拉、20多的理想、120多的苹果、90多的半导体指数,寻思着太便宜了,都低于内在价值了,闭着眼睛买,300开始卖了一半的特斯拉,觉得特斯拉短时间超出内在价值太多了,170多卖苹果(因为苹果市值太大,涨幅不多当现金等价物来看,想换成理想,后来理想涨了,没办法买入了),40多卖了一半理想(非常舍不得,就觉得涨太快了观望下)、140清空了半导体指数(英伟达涨太猛了,看不懂了),还有买了中国银行和工商银行,收分红的(分红比较吸引人,结果赶上了后面的涨停,不过又跌下来了),这是纯运气。港股腾讯和阿里没任何操作,又平躺了一年。21000买了些BTC,短中期应该不会卖。不过总的来说今年执行的动作非常少,收益还不错。","listText":"讲下我去年思考的逻辑哈,现金等价物方面,去年底想的人民币会贬值,似乎只能这样才能救经济,所以买了黄金,300大开始买,然后最高涨到480,每涨10块卖两根,然后去年底配置了些美债的闲钱等美联储加息。股票方面,剩余的买了150的特斯拉、20多的理想、120多的苹果、90多的半导体指数,寻思着太便宜了,都低于内在价值了,闭着眼睛买,300开始卖了一半的特斯拉,觉得特斯拉短时间超出内在价值太多了,170多卖苹果(因为苹果市值太大,涨幅不多当现金等价物来看,想换成理想,后来理想涨了,没办法买入了),40多卖了一半理想(非常舍不得,就觉得涨太快了观望下)、140清空了半导体指数(英伟达涨太猛了,看不懂了),还有买了中国银行和工商银行,收分红的(分红比较吸引人,结果赶上了后面的涨停,不过又跌下来了),这是纯运气。港股腾讯和阿里没任何操作,又平躺了一年。21000买了些BTC,短中期应该不会卖。不过总的来说今年执行的动作非常少,收益还不错。","text":"讲下我去年思考的逻辑哈,现金等价物方面,去年底想的人民币会贬值,似乎只能这样才能救经济,所以买了黄金,300大开始买,然后最高涨到480,每涨10块卖两根,然后去年底配置了些美债的闲钱等美联储加息。股票方面,剩余的买了150的特斯拉、20多的理想、120多的苹果、90多的半导体指数,寻思着太便宜了,都低于内在价值了,闭着眼睛买,300开始卖了一半的特斯拉,觉得特斯拉短时间超出内在价值太多了,170多卖苹果(因为苹果市值太大,涨幅不多当现金等价物来看,想换成理想,后来理想涨了,没办法买入了),40多卖了一半理想(非常舍不得,就觉得涨太快了观望下)、140清空了半导体指数(英伟达涨太猛了,看不懂了),还有买了中国银行和工商银行,收分红的(分红比较吸引人,结果赶上了后面的涨停,不过又跌下来了),这是纯运气。港股腾讯和阿里没任何操作,又平躺了一年。21000买了些BTC,短中期应该不会卖。不过总的来说今年执行的动作非常少,收益还不错。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/232761463226488","isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000619","authorId":"9000000000000619","authorIdStr":"9000000000000619","name":"灌饼高手00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"这几年想要赚钱真不是一件容易事情","text":"这几年想要赚钱真不是一件容易事情","html":"这几年想要赚钱真不是一件容易事情"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184404119552016,"gmtCreate":1686028650381,"gmtModify":1686028652088,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>啥时候分红到账呀","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>啥时候分红到账呀","text":"$腾讯控股(00700)$ 啥时候分红到账呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/184404119552016","isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660183857,"gmtCreate":1661485757681,"gmtModify":1661485757681,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"短中期做空<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a><a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a><a 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近期,针对数字经济、平台经济的政策暖风频频吹来,这其中有何深意?我们应该如何抓住难得战略机遇期,让数字经济真正成为经济高质量发展中的助推力?应该如何进一步推动平台经济规范、持续、健康发展? 就此,记者采访了中泰证券首席经济学家李迅雷。他表示,平台型电商就是数字经济时代最好的中场发动机,应充分发挥淘宝天猫这样的电商平台在畅通内循环、服务实体经济等方面的积极作用。 数字经济是支持新一轮增长的重要势能 根据国家统计局的官方数据,2022年第一季度数据总量为27.02万亿元人民币,同比增长了4.8%。 “今年二季度的经济增长压力会更大,增速可能比一季度更低。从目前的经济增速逻辑来看,二季度的GDP增速有可能会探底到2%附近,但有望在三季度开始回升。”李迅雷如是预判。 在李迅雷看来,触底回升有望,但也不是“躺赢”。传统的增长模式,动力越来越弱,而我国其实很早就将数字经济作为新一轮经济增长的重要势能,近期不断释放的政策信号也再一次坚定了这个方向。 李迅雷总结,中国的数字经济有着独特的发展路径。它起源于消费端,在消费需求的牵引带动下,一步步积累起移动交易、物流、大数据等基础技术和设施:先有淘宝,再有支付宝、阿里云,而这一切又为接下来的产业互联网崛起奠定了基础。 “数字经济时代,平台型电商就是最大的‘原油’、最大的‘矿产’。”李迅雷说,“近期释放的政策信号中,特别强调了平台经济健康发展。这是因为我国能够在数字经济发展上世界领先,很大程度上得益于我们形成了数个规模化的互联网平台型企业,它们将是中国参与全球数字经济","listText":"人民日报社《中国经济周刊 》官网-经济网(记者 孙冰):5月17日,一场主题为“推动数字经济持续健康发展”的全国政协专题协商会引发了巨大关注。尤其是在此次协商会上,高层关于“做强做优做大数字经济”和“支持平台经济、民营经济持续健康发展”的表态,被外界视为传递出了重要信号。 近期,针对数字经济、平台经济的政策暖风频频吹来,这其中有何深意?我们应该如何抓住难得战略机遇期,让数字经济真正成为经济高质量发展中的助推力?应该如何进一步推动平台经济规范、持续、健康发展? 就此,记者采访了中泰证券首席经济学家李迅雷。他表示,平台型电商就是数字经济时代最好的中场发动机,应充分发挥淘宝天猫这样的电商平台在畅通内循环、服务实体经济等方面的积极作用。 数字经济是支持新一轮增长的重要势能 根据国家统计局的官方数据,2022年第一季度数据总量为27.02万亿元人民币,同比增长了4.8%。 “今年二季度的经济增长压力会更大,增速可能比一季度更低。从目前的经济增速逻辑来看,二季度的GDP增速有可能会探底到2%附近,但有望在三季度开始回升。”李迅雷如是预判。 在李迅雷看来,触底回升有望,但也不是“躺赢”。传统的增长模式,动力越来越弱,而我国其实很早就将数字经济作为新一轮经济增长的重要势能,近期不断释放的政策信号也再一次坚定了这个方向。 李迅雷总结,中国的数字经济有着独特的发展路径。它起源于消费端,在消费需求的牵引带动下,一步步积累起移动交易、物流、大数据等基础技术和设施:先有淘宝,再有支付宝、阿里云,而这一切又为接下来的产业互联网崛起奠定了基础。 “数字经济时代,平台型电商就是最大的‘原油’、最大的‘矿产’。”李迅雷说,“近期释放的政策信号中,特别强调了平台经济健康发展。这是因为我国能够在数字经济发展上世界领先,很大程度上得益于我们形成了数个规模化的互联网平台型企业,它们将是中国参与全球数字经济","text":"人民日报社《中国经济周刊 》官网-经济网(记者 孙冰):5月17日,一场主题为“推动数字经济持续健康发展”的全国政协专题协商会引发了巨大关注。尤其是在此次协商会上,高层关于“做强做优做大数字经济”和“支持平台经济、民营经济持续健康发展”的表态,被外界视为传递出了重要信号。 近期,针对数字经济、平台经济的政策暖风频频吹来,这其中有何深意?我们应该如何抓住难得战略机遇期,让数字经济真正成为经济高质量发展中的助推力?应该如何进一步推动平台经济规范、持续、健康发展? 就此,记者采访了中泰证券首席经济学家李迅雷。他表示,平台型电商就是数字经济时代最好的中场发动机,应充分发挥淘宝天猫这样的电商平台在畅通内循环、服务实体经济等方面的积极作用。 数字经济是支持新一轮增长的重要势能 根据国家统计局的官方数据,2022年第一季度数据总量为27.02万亿元人民币,同比增长了4.8%。 “今年二季度的经济增长压力会更大,增速可能比一季度更低。从目前的经济增速逻辑来看,二季度的GDP增速有可能会探底到2%附近,但有望在三季度开始回升。”李迅雷如是预判。 在李迅雷看来,触底回升有望,但也不是“躺赢”。传统的增长模式,动力越来越弱,而我国其实很早就将数字经济作为新一轮经济增长的重要势能,近期不断释放的政策信号也再一次坚定了这个方向。 李迅雷总结,中国的数字经济有着独特的发展路径。它起源于消费端,在消费需求的牵引带动下,一步步积累起移动交易、物流、大数据等基础技术和设施:先有淘宝,再有支付宝、阿里云,而这一切又为接下来的产业互联网崛起奠定了基础。 “数字经济时代,平台型电商就是最大的‘原油’、最大的‘矿产’。”李迅雷说,“近期释放的政策信号中,特别强调了平台经济健康发展。这是因为我国能够在数字经济发展上世界领先,很大程度上得益于我们形成了数个规模化的互联网平台型企业,它们将是中国参与全球数字经济","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614427106","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615126023,"gmtCreate":1652847732362,"gmtModify":1653096251441,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"很久没有写东西了,趁这段时间休息的蛮好,阅读了《美国大萧条》,对现在的经济形势有了一些新的认知。以下结论仅仅代表个人观点,不构成投资建议。目前是经济周期清算的拐点,以往投资不当的资本品都有了较大的跌幅,恢复也会是非常缓慢的过程,是时候拥抱优质资产(暴跌过的资本品),适当配置黄金抵御M2扩张,剔除劣质资产(非核心地段房产)的时候。持有现金,打算开启买买买模式了。<a 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href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>奶茶会是年轻人的茅台吗?","text":"$奈雪的茶(02150)$奶茶会是年轻人的茅台吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/179862048","isVote":1,"tweetType":1,"viewCount":1778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148407906,"gmtCreate":1625999175005,"gmtModify":1625999175005,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>活跃用户超过了阿里,为啥季度营收才只有阿里的1/8,是阿里客单价太高,还是多多客单价太低呢?","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>活跃用户超过了阿里,为啥季度营收才只有阿里的1/8,是阿里客单价太高,还是多多客单价太低呢?","text":"$拼多多(PDD)$活跃用户超过了阿里,为啥季度营收才只有阿里的1/8,是阿里客单价太高,还是多多客单价太低呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/148407906","isVote":1,"tweetType":1,"viewCount":2226,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568028699094729","authorId":"3568028699094729","authorIdStr":"3568028699094729","name":"贪婪的资本家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"拼多多的砍价策略,都是冲着新用户的,而新用户基本都是用来帮朋友砍价的,并没有购买","text":"拼多多的砍价策略,都是冲着新用户的,而新用户基本都是用来帮朋友砍价的,并没有购买","html":"拼多多的砍价策略,都是冲着新用户的,而新用户基本都是用来帮朋友砍价的,并没有购买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148405760,"gmtCreate":1625999017350,"gmtModify":1626101089101,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>从日2kw单,在结合去年的总营收1600亿不到,即使多年后能够盈利,10%的净利润率估算,考虑到日单量的增长空间不大了,美股价格也就9出头,现在买入风险真太大了","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>从日2kw单,在结合去年的总营收1600亿不到,即使多年后能够盈利,10%的净利润率估算,考虑到日单量的增长空间不大了,美股价格也就9出头,现在买入风险真太大了","text":"$滴滴(DIDI)$从日2kw单,在结合去年的总营收1600亿不到,即使多年后能够盈利,10%的净利润率估算,考虑到日单量的增长空间不大了,美股价格也就9出头,现在买入风险真太大了","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/148405760","isVote":1,"tweetType":1,"viewCount":19915,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440211977466406","authorId":"3440211977466406","authorIdStr":"3440211977466406","name":"资本打工仔","avatar":"https://static.tigerbbs.com/291914519d28001a2e497f31d547c809","crmLevel":2,"crmLevelSwitch":0},"content":"笑死。如果按逻辑,假设后年营利,营收是1800亿,那净利润是180,按照目前市值,PE是多少?","text":"笑死。如果按逻辑,假设后年营利,营收是1800亿,那净利润是180,按照目前市值,PE是多少?","html":"笑死。如果按逻辑,假设后年营利,营收是1800亿,那净利润是180,按照目前市值,PE是多少?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143665032,"gmtCreate":1625792266226,"gmtModify":1625792266226,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"本周得好好分析下滴滴~拼多多~腾讯~美团","listText":"本周得好好分析下滴滴~拼多多~腾讯~美团","text":"本周得好好分析下滴滴~拼多多~腾讯~美团","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143665032","isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198839908,"gmtCreate":1620950045404,"gmtModify":1620950045404,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 长期站在对立面,面对国外竞争环境的日益加重,是需要紧密的合作起来的,于国于民都是好事情,gj站出来让他们整改,不久后可能看到微信跳转淘宝,淘宝使用微信支付,大大提高生产效率,毕竟拷贝微信跳转浪费的是大家的时间。至于阿里的天价罚款,也是防止行业内卷,让市场这双无形的手去调控行业,至于这两家公司而言,收入基本面没有影响,只是受到了了处罚而已,长期来看,目前的价格有非常大的诱惑力。二类的<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 和字节跳动,前者主要是食品安全和服务方面投诉的监管,后者更多的是信息违规等监管,对于公司的运营影响可忽略。不过前者的泡沫还是巨大的,个人认为不是一笔好的投资,后者没有上市不做过多评价。三类的<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"$阿里巴巴-SW(09988)$首先我的观点是,gj监管粒度是非常合适的,无需恐慌。一类的$阿里巴巴(BABA)$ 和$腾讯控股(00700)$ 长期站在对立面,面对国外竞争环境的日益加重,是需要紧密的合作起来的,于国于民都是好事情,gj站出来让他们整改,不久后可能看到微信跳转淘宝,淘宝使用微信支付,大大提高生产效率,毕竟拷贝微信跳转浪费的是大家的时间。至于阿里的天价罚款,也是防止行业内卷,让市场这双无形的手去调控行业,至于这两家公司而言,收入基本面没有影响,只是受到了了处罚而已,长期来看,目前的价格有非常大的诱惑力。二类的$美团-W(03690)$ 和字节跳动,前者主要是食品安全和服务方面投诉的监管,后者更多的是信息违规等监管,对于公司的运营影响可忽略。不过前者的泡沫还是巨大的,个人认为不是一笔好的投资,后者没有上市不做过多评价。三类的$京东(JD)$ $拼多多(PDD)$ $小米集团-W(01810)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":108,"commentSize":52,"repostSize":16,"link":"https://laohu8.com/post/174670131","isVote":1,"tweetType":1,"viewCount":132640,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000206","authorId":"9000000000000206","authorIdStr":"9000000000000206","name":"ClarkD","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0},"content":"这次郑州洪水,京东独特的物流体系真的起到了很大作用,力挺京东","text":"这次郑州洪水,京东独特的物流体系真的起到了很大作用,力挺京东","html":"这次郑州洪水,京东独特的物流体系真的起到了很大作用,力挺京东"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":232761463226488,"gmtCreate":1697854290014,"gmtModify":1697855430356,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"讲下我去年思考的逻辑哈,现金等价物方面,去年底想的人民币会贬值,似乎只能这样才能救经济,所以买了黄金,300大开始买,然后最高涨到480,每涨10块卖两根,然后去年底配置了些美债的闲钱等美联储加息。股票方面,剩余的买了150的特斯拉、20多的理想、120多的苹果、90多的半导体指数,寻思着太便宜了,都低于内在价值了,闭着眼睛买,300开始卖了一半的特斯拉,觉得特斯拉短时间超出内在价值太多了,170多卖苹果(因为苹果市值太大,涨幅不多当现金等价物来看,想换成理想,后来理想涨了,没办法买入了),40多卖了一半理想(非常舍不得,就觉得涨太快了观望下)、140清空了半导体指数(英伟达涨太猛了,看不懂了),还有买了中国银行和工商银行,收分红的(分红比较吸引人,结果赶上了后面的涨停,不过又跌下来了),这是纯运气。港股腾讯和阿里没任何操作,又平躺了一年。21000买了些BTC,短中期应该不会卖。不过总的来说今年执行的动作非常少,收益还不错。","listText":"讲下我去年思考的逻辑哈,现金等价物方面,去年底想的人民币会贬值,似乎只能这样才能救经济,所以买了黄金,300大开始买,然后最高涨到480,每涨10块卖两根,然后去年底配置了些美债的闲钱等美联储加息。股票方面,剩余的买了150的特斯拉、20多的理想、120多的苹果、90多的半导体指数,寻思着太便宜了,都低于内在价值了,闭着眼睛买,300开始卖了一半的特斯拉,觉得特斯拉短时间超出内在价值太多了,170多卖苹果(因为苹果市值太大,涨幅不多当现金等价物来看,想换成理想,后来理想涨了,没办法买入了),40多卖了一半理想(非常舍不得,就觉得涨太快了观望下)、140清空了半导体指数(英伟达涨太猛了,看不懂了),还有买了中国银行和工商银行,收分红的(分红比较吸引人,结果赶上了后面的涨停,不过又跌下来了),这是纯运气。港股腾讯和阿里没任何操作,又平躺了一年。21000买了些BTC,短中期应该不会卖。不过总的来说今年执行的动作非常少,收益还不错。","text":"讲下我去年思考的逻辑哈,现金等价物方面,去年底想的人民币会贬值,似乎只能这样才能救经济,所以买了黄金,300大开始买,然后最高涨到480,每涨10块卖两根,然后去年底配置了些美债的闲钱等美联储加息。股票方面,剩余的买了150的特斯拉、20多的理想、120多的苹果、90多的半导体指数,寻思着太便宜了,都低于内在价值了,闭着眼睛买,300开始卖了一半的特斯拉,觉得特斯拉短时间超出内在价值太多了,170多卖苹果(因为苹果市值太大,涨幅不多当现金等价物来看,想换成理想,后来理想涨了,没办法买入了),40多卖了一半理想(非常舍不得,就觉得涨太快了观望下)、140清空了半导体指数(英伟达涨太猛了,看不懂了),还有买了中国银行和工商银行,收分红的(分红比较吸引人,结果赶上了后面的涨停,不过又跌下来了),这是纯运气。港股腾讯和阿里没任何操作,又平躺了一年。21000买了些BTC,短中期应该不会卖。不过总的来说今年执行的动作非常少,收益还不错。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/232761463226488","isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000619","authorId":"9000000000000619","authorIdStr":"9000000000000619","name":"灌饼高手00","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"这几年想要赚钱真不是一件容易事情","text":"这几年想要赚钱真不是一件容易事情","html":"这几年想要赚钱真不是一件容易事情"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148405760,"gmtCreate":1625999017350,"gmtModify":1626101089101,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>从日2kw单,在结合去年的总营收1600亿不到,即使多年后能够盈利,10%的净利润率估算,考虑到日单量的增长空间不大了,美股价格也就9出头,现在买入风险真太大了","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>从日2kw单,在结合去年的总营收1600亿不到,即使多年后能够盈利,10%的净利润率估算,考虑到日单量的增长空间不大了,美股价格也就9出头,现在买入风险真太大了","text":"$滴滴(DIDI)$从日2kw单,在结合去年的总营收1600亿不到,即使多年后能够盈利,10%的净利润率估算,考虑到日单量的增长空间不大了,美股价格也就9出头,现在买入风险真太大了","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/148405760","isVote":1,"tweetType":1,"viewCount":19915,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440211977466406","authorId":"3440211977466406","authorIdStr":"3440211977466406","name":"资本打工仔","avatar":"https://static.tigerbbs.com/291914519d28001a2e497f31d547c809","crmLevel":2,"crmLevelSwitch":0},"content":"笑死。如果按逻辑,假设后年营利,营收是1800亿,那净利润是180,按照目前市值,PE是多少?","text":"笑死。如果按逻辑,假设后年营利,营收是1800亿,那净利润是180,按照目前市值,PE是多少?","html":"笑死。如果按逻辑,假设后年营利,营收是1800亿,那净利润是180,按照目前市值,PE是多少?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954750143,"gmtCreate":1593075638282,"gmtModify":1704201119036,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>五月初做了一次分析,那会儿在14以下,平均成本12多,其实是低风险高收益的,当涨到19左右的时候卖了,因为那会儿脱离基本面了,之后庆幸再也没碰。以下是当时的备忘录——游轮行业的老大哥,每年接待一千多万游客,价格已经跌到了14,疫情前52,由于疫情影响市场预估公允价33,有至少一倍的上涨空间,游轮市场非常看好,毕竟美国人喜欢游轮度假,嘉年华有70%在北美市场,近些年来亚太市场还有非常大扩张空间,疫情结束后很多人还会选择游轮度假的。从财报来看,Q1亏损额在7亿美金,主要都是商誉损失,通过计算目前的现金流,够公司在零收入的情况下支撑1年时间。薪水支出不到毛利润的35%,可以断定游轮服务行业薪水开支相对较低,再加上管理层积极裁员,是能挺过这次疫情的,公司也经历过互联网泡沫和次贷危机,都挺过来了。市净率接近0.3,负债率也不算太高,可以长期持有,风险点在于CDC宣布游轮停航至8月,期间没有任何收入,并且还有被感染客户起诉的风险,如果疫情得不到控制或者年底再次爆发,公司就很难挺过去了。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>五月初做了一次分析,那会儿在14以下,平均成本12多,其实是低风险高收益的,当涨到19左右的时候卖了,因为那会儿脱离基本面了,之后庆幸再也没碰。以下是当时的备忘录——游轮行业的老大哥,每年接待一千多万游客,价格已经跌到了14,疫情前52,由于疫情影响市场预估公允价33,有至少一倍的上涨空间,游轮市场非常看好,毕竟美国人喜欢游轮度假,嘉年华有70%在北美市场,近些年来亚太市场还有非常大扩张空间,疫情结束后很多人还会选择游轮度假的。从财报来看,Q1亏损额在7亿美金,主要都是商誉损失,通过计算目前的现金流,够公司在零收入的情况下支撑1年时间。薪水支出不到毛利润的35%,可以断定游轮服务行业薪水开支相对较低,再加上管理层积极裁员,是能挺过这次疫情的,公司也经历过互联网泡沫和次贷危机,都挺过来了。市净率接近0.3,负债率也不算太高,可以长期持有,风险点在于CDC宣布游轮停航至8月,期间没有任何收入,并且还有被感染客户起诉的风险,如果疫情得不到控制或者年底再次爆发,公司就很难挺过去了。","text":"$嘉年华邮轮(CCL)$五月初做了一次分析,那会儿在14以下,平均成本12多,其实是低风险高收益的,当涨到19左右的时候卖了,因为那会儿脱离基本面了,之后庆幸再也没碰。以下是当时的备忘录——游轮行业的老大哥,每年接待一千多万游客,价格已经跌到了14,疫情前52,由于疫情影响市场预估公允价33,有至少一倍的上涨空间,游轮市场非常看好,毕竟美国人喜欢游轮度假,嘉年华有70%在北美市场,近些年来亚太市场还有非常大扩张空间,疫情结束后很多人还会选择游轮度假的。从财报来看,Q1亏损额在7亿美金,主要都是商誉损失,通过计算目前的现金流,够公司在零收入的情况下支撑1年时间。薪水支出不到毛利润的35%,可以断定游轮服务行业薪水开支相对较低,再加上管理层积极裁员,是能挺过这次疫情的,公司也经历过互联网泡沫和次贷危机,都挺过来了。市净率接近0.3,负债率也不算太高,可以长期持有,风险点在于CDC宣布游轮停航至8月,期间没有任何收入,并且还有被感染客户起诉的风险,如果疫情得不到控制或者年底再次爆发,公司就很难挺过去了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/954750143","isVote":1,"tweetType":1,"viewCount":5271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530827895562071","authorId":"3530827895562071","authorIdStr":"3530827895562071","name":"文明虎","avatar":"https://static.tigerbbs.com/0a7e9985e9e42c0e78e07340d23e3c46","crmLevel":2,"crmLevelSwitch":0},"content":"上个财报亏损挺多的","text":"上个财报亏损挺多的","html":"上个财报亏损挺多的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305468363517952,"gmtCreate":1715611821696,"gmtModify":1715686789472,"author":{"id":"3517050468361042","authorId":"3517050468361042","authorIdStr":"3517050468361042","name":"捡漏的扫地僧","avatar":"https://static.tigerbbs.com/48e9c9f1a3cb68548f0c8dfcadeabac2","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 拿了三年多的腾讯和阿里终于回又本了","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 拿了三年多的腾讯和阿里终于回又本了","text":"$腾讯控股(00700)$ $阿里巴巴(BABA)$ 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