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大雁塔
12-18
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 长期投资,是特斯拉的影子公司,股价走势基本一样,埃隆马斯克企业家加政客,与新当选美国总统特朗普商人+政客联盟,预示着特斯拉的前景无限光芒,是只买不卖的股票,股市是一切,长期持有=长期获利。
@小虎活动:【有奖活动】分享2024年投资复盘,赢惊喜好礼
大雁塔
12-11
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
长期投资
大雁塔
10-08
$MicroStrategy Incorporated(MSTR)$
大雁塔
10-07
$SP500指数主连 2412(ESmain)$
大雁塔
09-03
选苹果
大雁塔
08-03
十年信赖,一起创未来
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十年信赖,一起创未来
我在参加老虎“探索宝藏功能,赢1010美元奖励”活动,一起来拿奖励吧 此帖仅开放于中国大陆用户
十年信赖,一起创未来
大雁塔
07-12
十年信赖,一起创未来
查看详为老虎🐯10岁庆生,虎虎生威,为我的财务自由之路神助攻 !!!:
十年信赖,一起创未来
我在参加老虎“探索宝藏功能,赢1010美元奖励”活动,一起来拿奖励吧 此帖仅开放于中国大陆用户
十年信赖,一起创未来
大雁塔
07-12
希望美股越做越好,希望老虎越来越好,实现我的财富自由。
大雁塔
06-10
图一:不负众望 图二:与众不同 图三:万众一心 图四:才华出众 图五:一举高中
大雁塔
05-24
炒股就像游戏,最后都是一场空。
大雁塔
04-17
弱水三千,只饮一瓢
大雁塔
03-18
$超微电脑(SMCI)$
长期投资价值
大雁塔
2022-12-11
$特斯拉(TSLA)$
长期价值投资
大雁塔
2022-11-25
$苹果(AAPL)$
长期价值投资
大雁塔
2022-11-25
长期价值投资
@活报告:13F追踪:石油公司为何得到机构的青睐?高昂油价、丰厚的回报
大雁塔
2022-11-23
长期关注
@连线Insight:新茶饮加盟浪潮汹涌,霸王茶姬凭何突围?
大雁塔
2022-11-23
$苹果(AAPL)$
长期价值投资
大雁塔
2022-11-23
长期价值投资
@美股解毒师:美联储官员为何频繁“鹰”派发声?
大雁塔
2022-11-22
长期价值投资
@贝拉聊财金: 周末大事件...世界杯: 场外战事......下周:市场重磅
大雁塔
2022-11-22
长期价值投资
@贝拉聊财金: 周末大事件...世界杯: 场外战事......下周:市场重磅
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Daily TSLA Bull 2X Shares(TSLL)$ 长期投资,是特斯拉的影子公司,股价走势基本一样,埃隆马斯克企业家加政客,与新当选美国总统特朗普商人+政客联盟,预示着特斯拉的前景无限光芒,是只买不卖的股票,股市是一切,长期持有=长期获利。","listText":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 长期投资,是特斯拉的影子公司,股价走势基本一样,埃隆马斯克企业家加政客,与新当选美国总统特朗普商人+政客联盟,预示着特斯拉的前景无限光芒,是只买不卖的股票,股市是一切,长期持有=长期获利。","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 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href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={"themeId":"ab983a5f53534240892e442b65ed2fe1","type":0}\" target=\"_blank\">2024年度投资复盘</a>”主题下发帖,或标题中包含“2024年度投资复盘”关键词,分享你的2024投资心得。以下角度供参考:大盘解读:您怎样看待2024年的大盘走势?你对2024年市场热点的独到见解你对2025年的市场趋势有何看法?你的投资策略是什么?如何投资布局?投资复盘及心得:今年最成功的投资是什么?带给你多少收益?今年哪只股票让你损失最多?有什么教训?总结这一年的投资经历,你有哪些深刻的体会?今年你读了哪些投资相关的书籍?相比过去,你有哪些成长?交易操作:在本帖下方留言,晒晒你的神操作或者令人遗憾的操作,简单分享你的投资故事,例如:“今年最骄傲的股票是___,涨幅___,原因是__”“2024年让我遗憾的操作是___,原因是___”“2025年我","listText":"2024年的投资旅程即将落幕,这一年你有哪些让人骄傲的高光时刻,又有哪些错过的遗憾?无论是成功的投资决策,还是宝贵的教训,小虎君在这里邀请广大虎友一起分享您的年度复盘,共同总结这一年的得与失!不仅如此,还有股票代金券、免佣卡以及限量周边等丰厚奖励等你来拿!在过去的一年里,美股市场风起云涌,标普500大涨27%,纳斯达克涨幅高达32%,科技股全面爆发,比特币价格再度突破新高。而港股和中概股也在政策与基本面的利好下表现不俗。这样的市场环境下,你是否把握住了绝佳的投资机会?让我们通过一次全面的年度复盘,回顾2024年的高光与遗憾,并展望2025年的市场风向!【参与方式】在“<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={"themeId":"ab983a5f53534240892e442b65ed2fe1","type":0}\" 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编辑/周晓奇 坚持十年直营的喜茶,终于加入了加盟大军。 11月3日,喜茶宣布,将在非一线城市以合适的店型展开事业合伙业务。行业头部玩家的变化证明了市场的方向,新茶饮市场的加盟之战正式打响。这背后,是竞争越发激烈的茶饮市场。 以喜茶为首的高端茶饮品牌开启加盟,无外乎是为了寻找更多的市场和增量,尤其是下沉市场,那里已经有蜜雪冰城强势领跑,茶百道、古茗等门店也在不断增加。 加盟商的涌入,让茶饮市场更为热闹,也更考验茶饮品牌的突围能力。 在一片红海之中,有一个品牌值得关注。2017年,新中式国风茶饮品牌霸王茶姬逆势而起,开辟了一条属于自己的路。成立五年来,霸王茶姬获得了3亿元融资,其受到资本和消费者喜爱的背后,是霸王茶姬依托大单品逻辑,打造爆品的思路,也成为了国风茶饮的代名词之一。 顺应传统文化上升大势,霸王茶姬正在吸引越来越多的门店合伙人加入。 区别于市面上的奶茶,霸王茶姬选择回到“茶”本身,讲好“国风茶”的故事。对内修炼产品力、对外讲述品牌力,霸王茶姬成为茶饮赛道的一匹黑马。 如今,茶饮加盟之风再起,这其实考验的是品牌对消费者和加盟商的吸引力,只有B、C两端都做到精细化运营的玩家,才能在激烈的竞争中实现突围。 1、茶饮加盟再起风 2012年,从广东小城江门开出第一家门店起,喜茶就一直坚持自营,直到成为了新式茶饮行业的知名品牌。 可从今年开始,喜茶也着急了。先是带头降价,后又从直营转向加盟。 如今的新茶饮市场早已不是当年的模样,赛道竞争异常激烈。 在喜茶原本的高端市场,奈雪的茶已经上市,并在门店数量上反超喜茶。而就最近的一次行业大会上,奈雪创始人彭心宣布门店已经达到了1000家;在下沉市场,单价低至4元的蜜雪冰城更是通过加盟,形成了万店规模。不仅打破奶茶店亏损的魔咒,过去一年还大赚近20亿,目前门店数量已经突破两万家。 这是一个十分庞大的数字。","listText":"文/王慧莹 编辑/周晓奇 坚持十年直营的喜茶,终于加入了加盟大军。 11月3日,喜茶宣布,将在非一线城市以合适的店型展开事业合伙业务。行业头部玩家的变化证明了市场的方向,新茶饮市场的加盟之战正式打响。这背后,是竞争越发激烈的茶饮市场。 以喜茶为首的高端茶饮品牌开启加盟,无外乎是为了寻找更多的市场和增量,尤其是下沉市场,那里已经有蜜雪冰城强势领跑,茶百道、古茗等门店也在不断增加。 加盟商的涌入,让茶饮市场更为热闹,也更考验茶饮品牌的突围能力。 在一片红海之中,有一个品牌值得关注。2017年,新中式国风茶饮品牌霸王茶姬逆势而起,开辟了一条属于自己的路。成立五年来,霸王茶姬获得了3亿元融资,其受到资本和消费者喜爱的背后,是霸王茶姬依托大单品逻辑,打造爆品的思路,也成为了国风茶饮的代名词之一。 顺应传统文化上升大势,霸王茶姬正在吸引越来越多的门店合伙人加入。 区别于市面上的奶茶,霸王茶姬选择回到“茶”本身,讲好“国风茶”的故事。对内修炼产品力、对外讲述品牌力,霸王茶姬成为茶饮赛道的一匹黑马。 如今,茶饮加盟之风再起,这其实考验的是品牌对消费者和加盟商的吸引力,只有B、C两端都做到精细化运营的玩家,才能在激烈的竞争中实现突围。 1、茶饮加盟再起风 2012年,从广东小城江门开出第一家门店起,喜茶就一直坚持自营,直到成为了新式茶饮行业的知名品牌。 可从今年开始,喜茶也着急了。先是带头降价,后又从直营转向加盟。 如今的新茶饮市场早已不是当年的模样,赛道竞争异常激烈。 在喜茶原本的高端市场,奈雪的茶已经上市,并在门店数量上反超喜茶。而就最近的一次行业大会上,奈雪创始人彭心宣布门店已经达到了1000家;在下沉市场,单价低至4元的蜜雪冰城更是通过加盟,形成了万店规模。不仅打破奶茶店亏损的魔咒,过去一年还大赚近20亿,目前门店数量已经突破两万家。 这是一个十分庞大的数字。","text":"文/王慧莹 编辑/周晓奇 坚持十年直营的喜茶,终于加入了加盟大军。 11月3日,喜茶宣布,将在非一线城市以合适的店型展开事业合伙业务。行业头部玩家的变化证明了市场的方向,新茶饮市场的加盟之战正式打响。这背后,是竞争越发激烈的茶饮市场。 以喜茶为首的高端茶饮品牌开启加盟,无外乎是为了寻找更多的市场和增量,尤其是下沉市场,那里已经有蜜雪冰城强势领跑,茶百道、古茗等门店也在不断增加。 加盟商的涌入,让茶饮市场更为热闹,也更考验茶饮品牌的突围能力。 在一片红海之中,有一个品牌值得关注。2017年,新中式国风茶饮品牌霸王茶姬逆势而起,开辟了一条属于自己的路。成立五年来,霸王茶姬获得了3亿元融资,其受到资本和消费者喜爱的背后,是霸王茶姬依托大单品逻辑,打造爆品的思路,也成为了国风茶饮的代名词之一。 顺应传统文化上升大势,霸王茶姬正在吸引越来越多的门店合伙人加入。 区别于市面上的奶茶,霸王茶姬选择回到“茶”本身,讲好“国风茶”的故事。对内修炼产品力、对外讲述品牌力,霸王茶姬成为茶饮赛道的一匹黑马。 如今,茶饮加盟之风再起,这其实考验的是品牌对消费者和加盟商的吸引力,只有B、C两端都做到精细化运营的玩家,才能在激烈的竞争中实现突围。 1、茶饮加盟再起风 2012年,从广东小城江门开出第一家门店起,喜茶就一直坚持自营,直到成为了新式茶饮行业的知名品牌。 可从今年开始,喜茶也着急了。先是带头降价,后又从直营转向加盟。 如今的新茶饮市场早已不是当年的模样,赛道竞争异常激烈。 在喜茶原本的高端市场,奈雪的茶已经上市,并在门店数量上反超喜茶。而就最近的一次行业大会上,奈雪创始人彭心宣布门店已经达到了1000家;在下沉市场,单价低至4元的蜜雪冰城更是通过加盟,形成了万店规模。不仅打破奶茶店亏损的魔咒,过去一年还大赚近20亿,目前门店数量已经突破两万家。 这是一个十分庞大的数字。","images":[{"img":"https://static.tigerbbs.com/5498b3ae0e305207edbef024d2448ad8"},{"img":"https://static.tigerbbs.com/9d92ab1668c70e00551fd0f4d0ea5bbd"},{"img":"https://static.tigerbbs.com/97f2ef1b9232406a4f8768ff0b9fca5d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620013392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620015384,"gmtCreate":1669209227249,"gmtModify":1669209228056,"author":{"id":"3546673264253013","authorId":"3546673264253013","name":"大雁塔","avatar":"https://static.tigerbbs.com/807ca547b932ac851c63d7a9f6a93f61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546673264253013","authorIdStr":"3546673264253013"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v>长期价值投资","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v>长期价值投资","text":"$苹果(AAPL)$ 长期价值投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620015384","isVote":1,"tweetType":1,"viewCount":2328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667787719,"gmtCreate":1669157945331,"gmtModify":1669157946802,"author":{"id":"3546673264253013","authorId":"3546673264253013","name":"大雁塔","avatar":"https://static.tigerbbs.com/807ca547b932ac851c63d7a9f6a93f61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546673264253013","authorIdStr":"3546673264253013"},"themes":[],"htmlText":"长期价值投资","listText":"长期价值投资","text":"长期价值投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667787719","repostId":"667566461","repostType":1,"repost":{"id":667566461,"gmtCreate":1669018601054,"gmtModify":1669018654317,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"美联储官员为何频繁“鹰”派发声?","htmlText":"中期选举截止至11月20日,美国中期选举的虽然没有完全计票结束,但是结果已经确定:共和党以219:212时隔四年重新掌控众议院(高于218票),而民主党则继续锁定参议院(50个席位、加上副总统1票)。分裂国会的局面正式形成。虽然赢下众议院,但共和党没有出现“红色浪潮”(Red Wave),比市场预期更弱一些,原因可能有很多种:包括此前民调的误差、邮寄选票的影响。但结果已经如此,即在国会难以形成绝对主导。而民主党方面,很明显由于此前的疫情影响,加上选举前的高通胀压力,不仅丢掉众议院,而且拜登总统持续支持率较低。这样的结局,在经济上会有什么直接后果呢?显然,共和党在财政政策更有话语权(美国宪法规定,所有税收相关法案、拨款法案或授权开支联邦资金均应由众议院提议,而参议院无权提案)。因此美国国债的债务上限的风险也在加大,政府停摆的可能性再次增大。至当前,美国公共债务规模达到了31.3万亿美元,逼近31.4万亿美元法定债务上限。可能受影响的政府开支案包括: 2021年3月的1.9万亿美元财政刺激法案 2021年11月的5500 亿美元基建法案 还未通过的1.75万亿美元“重建美好未来法案”(Build Back Better) 2022 年8月通过的芯片与科学法案(Chips and Science Act) 通胀削减法案(Inflation Reduction Act of 2022) 暂时被阻止的生贷款削减计划(Student Debt Relief Plan)。 受影响的行业从制造业、金融科技,到非必须消费品行业。<a href=\"https://laohu8.com/S/DIA\">$道琼斯ETF(DIA)$</a> <a href=\"https://laohu8.com/S/CAT\">$卡特彼勒(CAT)$</a>","listText":"中期选举截止至11月20日,美国中期选举的虽然没有完全计票结束,但是结果已经确定:共和党以219:212时隔四年重新掌控众议院(高于218票),而民主党则继续锁定参议院(50个席位、加上副总统1票)。分裂国会的局面正式形成。虽然赢下众议院,但共和党没有出现“红色浪潮”(Red Wave),比市场预期更弱一些,原因可能有很多种:包括此前民调的误差、邮寄选票的影响。但结果已经如此,即在国会难以形成绝对主导。而民主党方面,很明显由于此前的疫情影响,加上选举前的高通胀压力,不仅丢掉众议院,而且拜登总统持续支持率较低。这样的结局,在经济上会有什么直接后果呢?显然,共和党在财政政策更有话语权(美国宪法规定,所有税收相关法案、拨款法案或授权开支联邦资金均应由众议院提议,而参议院无权提案)。因此美国国债的债务上限的风险也在加大,政府停摆的可能性再次增大。至当前,美国公共债务规模达到了31.3万亿美元,逼近31.4万亿美元法定债务上限。可能受影响的政府开支案包括: 2021年3月的1.9万亿美元财政刺激法案 2021年11月的5500 亿美元基建法案 还未通过的1.75万亿美元“重建美好未来法案”(Build Back Better) 2022 年8月通过的芯片与科学法案(Chips and Science Act) 通胀削减法案(Inflation Reduction Act of 2022) 暂时被阻止的生贷款削减计划(Student Debt Relief Plan)。 受影响的行业从制造业、金融科技,到非必须消费品行业。<a href=\"https://laohu8.com/S/DIA\">$道琼斯ETF(DIA)$</a> <a href=\"https://laohu8.com/S/CAT\">$卡特彼勒(CAT)$</a>","text":"中期选举截止至11月20日,美国中期选举的虽然没有完全计票结束,但是结果已经确定:共和党以219:212时隔四年重新掌控众议院(高于218票),而民主党则继续锁定参议院(50个席位、加上副总统1票)。分裂国会的局面正式形成。虽然赢下众议院,但共和党没有出现“红色浪潮”(Red Wave),比市场预期更弱一些,原因可能有很多种:包括此前民调的误差、邮寄选票的影响。但结果已经如此,即在国会难以形成绝对主导。而民主党方面,很明显由于此前的疫情影响,加上选举前的高通胀压力,不仅丢掉众议院,而且拜登总统持续支持率较低。这样的结局,在经济上会有什么直接后果呢?显然,共和党在财政政策更有话语权(美国宪法规定,所有税收相关法案、拨款法案或授权开支联邦资金均应由众议院提议,而参议院无权提案)。因此美国国债的债务上限的风险也在加大,政府停摆的可能性再次增大。至当前,美国公共债务规模达到了31.3万亿美元,逼近31.4万亿美元法定债务上限。可能受影响的政府开支案包括: 2021年3月的1.9万亿美元财政刺激法案 2021年11月的5500 亿美元基建法案 还未通过的1.75万亿美元“重建美好未来法案”(Build Back Better) 2022 年8月通过的芯片与科学法案(Chips and Science Act) 通胀削减法案(Inflation Reduction Act of 2022) 暂时被阻止的生贷款削减计划(Student Debt Relief Plan)。 受影响的行业从制造业、金融科技,到非必须消费品行业。$道琼斯ETF(DIA)$ 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12S这么多新看点中,你最期待哪一个?为什么? 最期待的是小米12SULtra负极电池,采用更先进更贵的第二代硅氧负极电池,原因是这种电池常用于新能源汽车上,通过“掺硅补锂”的方式,在电池负极增加了纳米级富锂硅氧材料,4倍锂离子存储能力。这是动力电池技术在手机上最新应用,这种材料攻克了硅碳电池首次充电效率低,及硅颗粒易破裂粉化问题,解决硅负极电池循环寿命短的业内问题,而且第二代硅氧负极材料带来了4倍于传统锂电池的锂离子存储能力。小米此前在小米11 Pro/Ultra上首发了硅氧负极电池技术,在轻薄机身放入容量高达5000mAh的大电池。这表明小米在手机锂电池核心技术上有了长足发展。 对小米和徕卡未来合作的期待是什么? 期待以下5点:1.超大杯顶级旗舰机型;2.小米12S Ultra搭载1英寸索尼IMX989传感器;3.全系搭载骁龙 8 +处理器;4.主摄级别的超广角镜头;5.最高120倍变焦的潜望式超长焦镜头。活动3 徕评论赢小米 你购买小米手机最关注哪方面?小米12S是否符合你的期待? 关注4点:1.联名徕卡;2..首批搭载骁龙8+;3.顶级相机;4.独特的外观造型。小米12S符合我的期待。 在手机影像上,小米和徕卡的合作你更期待什么创新? 期待,小米 12S 系列采用了叶脉冷泵散热技术,该技术采用仿生设计,设计原理类似植物叶片,为冷液传导打开定向高速通道,官方称导热性能比VC提升100%,这次小米12S系列可以说是小米在高端手机中最成功的一个系列了。","listText":"活动2 拼文案赚福利:关于小米12S系列 徕说说 在高端机市场中,你认为小米的核心竞争力有哪些? 二方面:1.产品设计理念; 2.竞争优势。 小米 12S这么多新看点中,你最期待哪一个?为什么? 最期待的是小米12SULtra负极电池,采用更先进更贵的第二代硅氧负极电池,原因是这种电池常用于新能源汽车上,通过“掺硅补锂”的方式,在电池负极增加了纳米级富锂硅氧材料,4倍锂离子存储能力。这是动力电池技术在手机上最新应用,这种材料攻克了硅碳电池首次充电效率低,及硅颗粒易破裂粉化问题,解决硅负极电池循环寿命短的业内问题,而且第二代硅氧负极材料带来了4倍于传统锂电池的锂离子存储能力。小米此前在小米11 Pro/Ultra上首发了硅氧负极电池技术,在轻薄机身放入容量高达5000mAh的大电池。这表明小米在手机锂电池核心技术上有了长足发展。 对小米和徕卡未来合作的期待是什么? 期待以下5点:1.超大杯顶级旗舰机型;2.小米12S Ultra搭载1英寸索尼IMX989传感器;3.全系搭载骁龙 8 +处理器;4.主摄级别的超广角镜头;5.最高120倍变焦的潜望式超长焦镜头。活动3 徕评论赢小米 你购买小米手机最关注哪方面?小米12S是否符合你的期待? 关注4点:1.联名徕卡;2..首批搭载骁龙8+;3.顶级相机;4.独特的外观造型。小米12S符合我的期待。 在手机影像上,小米和徕卡的合作你更期待什么创新? 期待,小米 12S 系列采用了叶脉冷泵散热技术,该技术采用仿生设计,设计原理类似植物叶片,为冷液传导打开定向高速通道,官方称导热性能比VC提升100%,这次小米12S系列可以说是小米在高端手机中最成功的一个系列了。","text":"活动2 拼文案赚福利:关于小米12S系列 徕说说 在高端机市场中,你认为小米的核心竞争力有哪些? 二方面:1.产品设计理念; 2.竞争优势。 小米 12S这么多新看点中,你最期待哪一个?为什么? 最期待的是小米12SULtra负极电池,采用更先进更贵的第二代硅氧负极电池,原因是这种电池常用于新能源汽车上,通过“掺硅补锂”的方式,在电池负极增加了纳米级富锂硅氧材料,4倍锂离子存储能力。这是动力电池技术在手机上最新应用,这种材料攻克了硅碳电池首次充电效率低,及硅颗粒易破裂粉化问题,解决硅负极电池循环寿命短的业内问题,而且第二代硅氧负极材料带来了4倍于传统锂电池的锂离子存储能力。小米此前在小米11 Pro/Ultra上首发了硅氧负极电池技术,在轻薄机身放入容量高达5000mAh的大电池。这表明小米在手机锂电池核心技术上有了长足发展。 对小米和徕卡未来合作的期待是什么? 期待以下5点:1.超大杯顶级旗舰机型;2.小米12S Ultra搭载1英寸索尼IMX989传感器;3.全系搭载骁龙 8 +处理器;4.主摄级别的超广角镜头;5.最高120倍变焦的潜望式超长焦镜头。活动3 徕评论赢小米 你购买小米手机最关注哪方面?小米12S是否符合你的期待? 关注4点:1.联名徕卡;2..首批搭载骁龙8+;3.顶级相机;4.独特的外观造型。小米12S符合我的期待。 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系列采用了叶脉冷泵散热技术,该技术采用仿生设计,设计原理类似植物叶片,为冷液传导打开定向高速通道,官方称导热性能比VC提升100%,这次小米12S系列可以说是小米在高端手机中最成功的一个系列了。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/681159983","isVote":1,"tweetType":1,"viewCount":24504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612877047,"gmtCreate":1652287768189,"gmtModify":1652287768189,"author":{"id":"3546673264253013","authorId":"3546673264253013","name":"大雁塔","avatar":"https://static.tigerbbs.com/807ca547b932ac851c63d7a9f6a93f61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546673264253013","authorIdStr":"3546673264253013"},"themes":[],"htmlText":"在“老虎财报季”主题下,西方石油净利润为15.37亿,经营活动自由现金流为30.92亿,美股收益1.42元,毛利率为66.45%,净利率为19.42%,均创历史新高;西方石油是俄乌冲突的最大收益者,这场冲突推至14年新高,在2022年1季度股价翻了一番后,成为标普500指数中最好的股票之一,股神巴菲特旗下伯克希尔哈撒韦增持约西方石油14.6%的普通股,约合600万股;西方石油多年来一直在连续不断的石油危机和全球疫情中成长,不合时宜地收购竞争对手Anadarko Petrleum,使西方石油背负400亿美元的外债,在一季度偿还33亿美元债务,占其债务的12%,自2019年已偿还约100亿美元债务;公司高管表示,一旦净债务从当下270亿美元降至约200亿美元,就会考虑提高派息,公司目标,到2050年,碳排放为零。","listText":"在“老虎财报季”主题下,西方石油净利润为15.37亿,经营活动自由现金流为30.92亿,美股收益1.42元,毛利率为66.45%,净利率为19.42%,均创历史新高;西方石油是俄乌冲突的最大收益者,这场冲突推至14年新高,在2022年1季度股价翻了一番后,成为标普500指数中最好的股票之一,股神巴菲特旗下伯克希尔哈撒韦增持约西方石油14.6%的普通股,约合600万股;西方石油多年来一直在连续不断的石油危机和全球疫情中成长,不合时宜地收购竞争对手Anadarko Petrleum,使西方石油背负400亿美元的外债,在一季度偿还33亿美元债务,占其债务的12%,自2019年已偿还约100亿美元债务;公司高管表示,一旦净债务从当下270亿美元降至约200亿美元,就会考虑提高派息,公司目标,到2050年,碳排放为零。","text":"在“老虎财报季”主题下,西方石油净利润为15.37亿,经营活动自由现金流为30.92亿,美股收益1.42元,毛利率为66.45%,净利率为19.42%,均创历史新高;西方石油是俄乌冲突的最大收益者,这场冲突推至14年新高,在2022年1季度股价翻了一番后,成为标普500指数中最好的股票之一,股神巴菲特旗下伯克希尔哈撒韦增持约西方石油14.6%的普通股,约合600万股;西方石油多年来一直在连续不断的石油危机和全球疫情中成长,不合时宜地收购竞争对手Anadarko Petrleum,使西方石油背负400亿美元的外债,在一季度偿还33亿美元债务,占其债务的12%,自2019年已偿还约100亿美元债务;公司高管表示,一旦净债务从当下270亿美元降至约200亿美元,就会考虑提高派息,公司目标,到2050年,碳排放为零。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/612877047","repostId":"612846091","repostType":1,"repost":{"id":612846091,"gmtCreate":1652280678236,"gmtModify":1714722835097,"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":"【老虎财报季】分享财报点评,赢西方石油股票!","htmlText":"参与《老虎财报季》赢取巴菲特青睐的<a target=\"_blank\" href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 股票,免佣卡,还有虎友们最最最喜欢的老虎限量老虎周边。5月是港美股明星公司1季度财报集中披露的时间,通胀影响下全球明星企业表现如何?有哪些热门题材值得关注?财报季来袭,谁是赢家,谁是输家? 小虎君想邀请虎友们,分享财报点评,可以从财务数据、商业模式、运营策略、管理体系、竞争环境、行业机会等任一方向进行解读,发表你对公司的看法,就有机会赢取巴菲特青睐的西方石油股票,免佣卡,还有虎友们最最最喜欢的限量老虎周边。 【参与方式】 在“<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={"themeId":"0860dda9aca843bd8cdd73aac49792be"}\" target=\"_blank\">老虎财报季</a>”主题下发帖,或者题目中包含“老虎财报季”等关键字分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,字数不少于300字。并<a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a>、<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> 或者<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a> 写什么?虎友们可以自由发挥!如果没有现成的idea","listText":"参与《老虎财报季》赢取巴菲特青睐的<a target=\"_blank\" href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 股票,免佣卡,还有虎友们最最最喜欢的老虎限量老虎周边。5月是港美股明星公司1季度财报集中披露的时间,通胀影响下全球明星企业表现如何?有哪些热门题材值得关注?财报季来袭,谁是赢家,谁是输家? 小虎君想邀请虎友们,分享财报点评,可以从财务数据、商业模式、运营策略、管理体系、竞争环境、行业机会等任一方向进行解读,发表你对公司的看法,就有机会赢取巴菲特青睐的西方石油股票,免佣卡,还有虎友们最最最喜欢的限量老虎周边。 【参与方式】 在“<a href=\"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={"themeId":"0860dda9aca843bd8cdd73aac49792be"}\" target=\"_blank\">老虎财报季</a>”主题下发帖,或者题目中包含“老虎财报季”等关键字分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,字数不少于300字。并<a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a>、<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> 或者<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a> 写什么?虎友们可以自由发挥!如果没有现成的idea","text":"参与《老虎财报季》赢取巴菲特青睐的$西方石油(OXY)$ 股票,免佣卡,还有虎友们最最最喜欢的老虎限量老虎周边。5月是港美股明星公司1季度财报集中披露的时间,通胀影响下全球明星企业表现如何?有哪些热门题材值得关注?财报季来袭,谁是赢家,谁是输家? 小虎君想邀请虎友们,分享财报点评,可以从财务数据、商业模式、运营策略、管理体系、竞争环境、行业机会等任一方向进行解读,发表你对公司的看法,就有机会赢取巴菲特青睐的西方石油股票,免佣卡,还有虎友们最最最喜欢的限量老虎周边。 【参与方式】 在“老虎财报季”主题下发帖,或者题目中包含“老虎财报季”等关键字分享你最看好的财报是哪家?说说为什么?你持有它吗?解读其最新业绩,发表你对公司的看法,字数不少于300字。并@小虎活动、@爱发红包的虎妞 或者@小虎AV 写什么?虎友们可以自由发挥!如果没有现成的idea","images":[{"img":"https://static.tigerbbs.com/87f31e01f4ee4cd4457296f00394b216","width":"840","height":"540"},{"img":"https://static.tigerbbs.com/6b686f6f7b2513ecac4616a60d536698","width":"348","height":"292"},{"img":"https://static.tigerbbs.com/4d0c698916dde2b68eed61c288bf70eb","width":"1024","height":"768"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612846091","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612047943,"gmtCreate":1652101873782,"gmtModify":1652101873782,"author":{"id":"3546673264253013","authorId":"3546673264253013","name":"大雁塔","avatar":"https://static.tigerbbs.com/807ca547b932ac851c63d7a9f6a93f61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546673264253013","authorIdStr":"3546673264253013"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3465560381212459\">@bianjianbao</a>: 而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。","listText":"//<a href=\"https://laohu8.com/U/3465560381212459\">@bianjianbao</a>: 而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。","text":"//@bianjianbao: 而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/612047943","repostId":"612006949","repostType":1,"repost":{"id":612006949,"gmtCreate":1652063764496,"gmtModify":1652069635020,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312224764596","authorIdStr":"3534312224764596"},"themes":[],"title":"周一是俄罗斯的重磅日子,市场可能出现新一轮波动","htmlText":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","listText":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","text":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","images":[{"img":"https://static.tigerbbs.com/052c14cf947f577dc4373de6fbe14b24","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3e7669d96dec5244dbe9366b57f3a9f8","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/880b0bb388505f086a7501010a1275e5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612006949","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296001002836184,"gmtCreate":1713295850491,"gmtModify":1713295853102,"author":{"id":"3546673264253013","authorId":"3546673264253013","name":"大雁塔","avatar":"https://static.tigerbbs.com/807ca547b932ac851c63d7a9f6a93f61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546673264253013","authorIdStr":"3546673264253013"},"themes":[],"htmlText":"弱水三千,只饮一瓢","listText":"弱水三千,只饮一瓢","text":"弱水三千,只饮一瓢","images":[{"img":"https://static.tigerbbs.com/6c518255618b1654ef259ca19ad1dd07","width":"1200","height":"1990"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296001002836184","isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":285607135834112,"gmtCreate":1710746623112,"gmtModify":1710747386805,"author":{"id":"3546673264253013","authorId":"3546673264253013","name":"大雁塔","avatar":"https://static.tigerbbs.com/807ca547b932ac851c63d7a9f6a93f61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546673264253013","authorIdStr":"3546673264253013"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>长期投资价值","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>长期投资价值","text":"$超微电脑(SMCI)$ 长期投资价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285607135834112","isVote":1,"tweetType":1,"viewCount":1952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612874791,"gmtCreate":1652287735713,"gmtModify":1652287735713,"author":{"id":"3546673264253013","authorId":"3546673264253013","name":"大雁塔","avatar":"https://static.tigerbbs.com/807ca547b932ac851c63d7a9f6a93f61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546673264253013","authorIdStr":"3546673264253013"},"themes":[],"htmlText":"在“老虎财报季”主题下,西方石油净利润为15.37亿,经营活动自由现金流为30.92亿,美股收益1.42元,毛利率为66.45%,净利率为19.42%,均创历史新高;西方石油是俄乌冲突的最大收益者,这场冲突推至14年新高,在2022年1季度股价翻了一番后,成为标普500指数中最好的股票之一,股神巴菲特旗下伯克希尔哈撒韦增持约西方石油14.6%的普通股,约合600万股;西方石油多年来一直在连续不断的石油危机和全球疫情中成长,不合时宜地收购竞争对手Anadarko Petrleum,使西方石油背负400亿美元的外债,在一季度偿还33亿美元债务,占其债务的12%,自2019年已偿还约100亿美元债务;公司高管表示,一旦净债务从当下270亿美元降至约200亿美元,就会考虑提高派息,公司目标,到2050年,碳排放为零。","listText":"在“老虎财报季”主题下,西方石油净利润为15.37亿,经营活动自由现金流为30.92亿,美股收益1.42元,毛利率为66.45%,净利率为19.42%,均创历史新高;西方石油是俄乌冲突的最大收益者,这场冲突推至14年新高,在2022年1季度股价翻了一番后,成为标普500指数中最好的股票之一,股神巴菲特旗下伯克希尔哈撒韦增持约西方石油14.6%的普通股,约合600万股;西方石油多年来一直在连续不断的石油危机和全球疫情中成长,不合时宜地收购竞争对手Anadarko Petrleum,使西方石油背负400亿美元的外债,在一季度偿还33亿美元债务,占其债务的12%,自2019年已偿还约100亿美元债务;公司高管表示,一旦净债务从当下270亿美元降至约200亿美元,就会考虑提高派息,公司目标,到2050年,碳排放为零。","text":"在“老虎财报季”主题下,西方石油净利润为15.37亿,经营活动自由现金流为30.92亿,美股收益1.42元,毛利率为66.45%,净利率为19.42%,均创历史新高;西方石油是俄乌冲突的最大收益者,这场冲突推至14年新高,在2022年1季度股价翻了一番后,成为标普500指数中最好的股票之一,股神巴菲特旗下伯克希尔哈撒韦增持约西方石油14.6%的普通股,约合600万股;西方石油多年来一直在连续不断的石油危机和全球疫情中成长,不合时宜地收购竞争对手Anadarko Petrleum,使西方石油背负400亿美元的外债,在一季度偿还33亿美元债务,占其债务的12%,自2019年已偿还约100亿美元债务;公司高管表示,一旦净债务从当下270亿美元降至约200亿美元,就会考虑提高派息,公司目标,到2050年,碳排放为零。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/612874791","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612045121,"gmtCreate":1652101193963,"gmtModify":1652101193963,"author":{"id":"3546673264253013","authorId":"3546673264253013","name":"大雁塔","avatar":"https://static.tigerbbs.com/807ca547b932ac851c63d7a9f6a93f61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546673264253013","authorIdStr":"3546673264253013"},"themes":[],"htmlText":"俄乌战争持续,原油和制造武器的股票,如西方石油、雪佛龙、洛克希德马丁和诺斯罗普格鲁曼短期持有,直到俄乌战争结束后,抛售。","listText":"俄乌战争持续,原油和制造武器的股票,如西方石油、雪佛龙、洛克希德马丁和诺斯罗普格鲁曼短期持有,直到俄乌战争结束后,抛售。","text":"俄乌战争持续,原油和制造武器的股票,如西方石油、雪佛龙、洛克希德马丁和诺斯罗普格鲁曼短期持有,直到俄乌战争结束后,抛售。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/612045121","repostId":"612006949","repostType":1,"repost":{"id":612006949,"gmtCreate":1652063764496,"gmtModify":1652069635020,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312224764596","authorIdStr":"3534312224764596"},"themes":[],"title":"周一是俄罗斯的重磅日子,市场可能出现新一轮波动","htmlText":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","listText":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","text":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","images":[{"img":"https://static.tigerbbs.com/052c14cf947f577dc4373de6fbe14b24","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3e7669d96dec5244dbe9366b57f3a9f8","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/880b0bb388505f086a7501010a1275e5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612006949","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688174316,"gmtCreate":1657544527740,"gmtModify":1704867543485,"author":{"id":"3546673264253013","authorId":"3546673264253013","name":"大雁塔","avatar":"https://static.tigerbbs.com/807ca547b932ac851c63d7a9f6a93f61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546673264253013","authorIdStr":"3546673264253013"},"themes":[],"htmlText":"在股海中漫游,与老虎证券的股友们共享投资收益。","listText":"在股海中漫游,与老虎证券的股友们共享投资收益。","text":"在股海中漫游,与老虎证券的股友们共享投资收益。","images":[{"img":"https://static.tigerbbs.com/6aca6b022d8fe653e6fc1e081cf12598","width":"1080","height":"2087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/688174316","isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":612717645,"gmtCreate":1652573981787,"gmtModify":1652579868750,"author":{"id":"3546673264253013","authorId":"3546673264253013","name":"大雁塔","avatar":"https://static.tigerbbs.com/807ca547b932ac851c63d7a9f6a93f61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546673264253013","authorIdStr":"3546673264253013"},"themes":[],"htmlText":"再次证明,在全球通胀时期,通胀大宗商品的核心是原油,所以巴菲特增持西方石油,主要是石油价格暴涨 ,以此获得收益,标普500指数做空,可购买西方石油和雪佛龙针对标普500指数跌势而做多,这就是巴菲特针对全球商品通胀的思维。","listText":"再次证明,在全球通胀时期,通胀大宗商品的核心是原油,所以巴菲特增持西方石油,主要是石油价格暴涨 ,以此获得收益,标普500指数做空,可购买西方石油和雪佛龙针对标普500指数跌势而做多,这就是巴菲特针对全球商品通胀的思维。","text":"再次证明,在全球通胀时期,通胀大宗商品的核心是原油,所以巴菲特增持西方石油,主要是石油价格暴涨 ,以此获得收益,标普500指数做空,可购买西方石油和雪佛龙针对标普500指数跌势而做多,这就是巴菲特针对全球商品通胀的思维。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/612717645","repostId":"2235487891","repostType":4,"repost":{"id":"2235487891","kind":"highlight","pubTimestamp":1652485691,"share":"https://www.laohu8.com/m/news/2235487891?lang=&edition=full","pubTime":"2022-05-14 07:48","market":"us","language":"zh","title":"能买多少买多少!巴菲特还在不断增持西方石油!","url":"https://stock-news.laohu8.com/highlight/detail?id=2235487891","media":"华尔街见闻","summary":"美国证券交易委员会的文件显示,伯克希尔公司本周又斥资5200万美元,购买了约902,000股西方石油公司的股票,这使其对西方石油的持股量增至1.43亿股。在伯克希尔一季度逆势加仓的410亿美元中,近一半都是石油股。","content":"<html><head></head><body><p>美国证券交易委员会的文件显示,<b><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>公司本周又斥资5200万美元,购买了约902,000股<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司的股票,这使其对西方石油的持股量增至1.43亿股。</b>根据西方石油周四收盘价59.22美元计算,伯克希尔持有的股份价值约85亿美元。</p><p>在本周交易之前,伯克希尔曾在2月28日至3月16日期间一通猛买西方石油公司的股票,对其普通股持股比例迅速攀升到14.6%。然后在5月5日又投资了约3.4 亿美元,持股比例上升至15.2%。</p><p>伯克希尔还持有认股权证,可以以略低于每股60美元的行权价再购买近8400万股股票。华尔街见闻此前提及,这些认股权证是在2019年西方石油公司收购阿纳达科公司(Anadarko)的交易中获得的,当时伯克希尔为这笔交易提供了资金。认股权证的行权价为59.62美元。如果西方石油股价超过这一价格,伯克希尔就可以以低于市场价的价格买进该公司股票,产生即时的账面利润,并随着股价的上升而增加利润。近几个月,西方石油股价已多次超过这一价格。</p><p><b>如果伯克希尔行使其上述认股权证并保留由此产生的股票,它将拥有2.27亿股西方石油股票,对该公司的持股比例达到23%。</b></p><p>此前巴菲特表示,他是在阅读了西方石油公司2月25日第四季度财报电话会议的记录后,累计买入该公司股份。巴菲特称:“我读了每一个字......她(华尔街见闻注:她是指西方石油公司的首席执行官Vicki Hollub)在以正确的方式管理公司。<b>我们从周一开始买进,能买多少就买多少。</b>”巴菲特提及了西方石油公司的运营进展、债务偿还、股息上涨以及专注于产生长期、可持续的自由现金流等多方面吸引他的地方。</p><p>西方石油公司股价今年飙升了91%,成为标准普尔500指数中表现最好的股票。投资者押注该公司将受益于能源价格的飙升。周五,该股盘中涨超8%,突破64美元。</p><p>数据显示,在伯克希尔一季度逆势加仓的410亿美元中,近一半都是石油股,除去西方石油公司外,石油巨头<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>亦是是巴菲特大举加仓的标的。巴菲特买入西方石油等能源公司的逻辑,一是可能是为了对冲滞胀,二是西方石油具备一定的“消费属性”。</p><p>华尔街见闻此前分析文章提到,巴菲特的这轮石油猛买操作,其实对市场来说是个坏消息,更多详情请见《巴菲特逆势加仓400亿 明为做多实为做空》。</p></body></html>","source":"wallstreetcn_api","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>能买多少买多少!巴菲特还在不断增持西方石油!</title>\n<style 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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能买多少买多少!巴菲特还在不断增持西方石油!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-14 07:48 北京时间 <a href=https://wallstreetcn.com/articles/3659343><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国证券交易委员会的文件显示,伯克希尔公司本周又斥资5200万美元,购买了约902,000股西方石油公司的股票,这使其对西方石油的持股量增至1.43亿股。根据西方石油周四收盘价59.22美元计算,伯克希尔持有的股份价值约85亿美元。在本周交易之前,伯克希尔曾在2月28日至3月16日期间一通猛买西方石油公司的股票,对其普通股持股比例迅速攀升到14.6%。然后在5月5日又投资了约3.4 亿美元,持股...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3659343\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BK4201":"综合性石油与天然气企业","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BRK.B":"伯克希尔B","OXY":"西方石油","BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3659343","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235487891","content_text":"美国证券交易委员会的文件显示,伯克希尔公司本周又斥资5200万美元,购买了约902,000股西方石油公司的股票,这使其对西方石油的持股量增至1.43亿股。根据西方石油周四收盘价59.22美元计算,伯克希尔持有的股份价值约85亿美元。在本周交易之前,伯克希尔曾在2月28日至3月16日期间一通猛买西方石油公司的股票,对其普通股持股比例迅速攀升到14.6%。然后在5月5日又投资了约3.4 亿美元,持股比例上升至15.2%。伯克希尔还持有认股权证,可以以略低于每股60美元的行权价再购买近8400万股股票。华尔街见闻此前提及,这些认股权证是在2019年西方石油公司收购阿纳达科公司(Anadarko)的交易中获得的,当时伯克希尔为这笔交易提供了资金。认股权证的行权价为59.62美元。如果西方石油股价超过这一价格,伯克希尔就可以以低于市场价的价格买进该公司股票,产生即时的账面利润,并随着股价的上升而增加利润。近几个月,西方石油股价已多次超过这一价格。如果伯克希尔行使其上述认股权证并保留由此产生的股票,它将拥有2.27亿股西方石油股票,对该公司的持股比例达到23%。此前巴菲特表示,他是在阅读了西方石油公司2月25日第四季度财报电话会议的记录后,累计买入该公司股份。巴菲特称:“我读了每一个字......她(华尔街见闻注:她是指西方石油公司的首席执行官Vicki Hollub)在以正确的方式管理公司。我们从周一开始买进,能买多少就买多少。”巴菲特提及了西方石油公司的运营进展、债务偿还、股息上涨以及专注于产生长期、可持续的自由现金流等多方面吸引他的地方。西方石油公司股价今年飙升了91%,成为标准普尔500指数中表现最好的股票。投资者押注该公司将受益于能源价格的飙升。周五,该股盘中涨超8%,突破64美元。数据显示,在伯克希尔一季度逆势加仓的410亿美元中,近一半都是石油股,除去西方石油公司外,石油巨头雪佛龙亦是是巴菲特大举加仓的标的。巴菲特买入西方石油等能源公司的逻辑,一是可能是为了对冲滞胀,二是西方石油具备一定的“消费属性”。华尔街见闻此前分析文章提到,巴菲特的这轮石油猛买操作,其实对市场来说是个坏消息,更多详情请见《巴菲特逆势加仓400亿 明为做多实为做空》。","news_type":1},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617309532,"gmtCreate":1654047763928,"gmtModify":1704858623564,"author":{"id":"3546673264253013","authorId":"3546673264253013","name":"大雁塔","avatar":"https://static.tigerbbs.com/807ca547b932ac851c63d7a9f6a93f61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546673264253013","authorIdStr":"3546673264253013"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/A7RU.SI\">$吉宝基础设施信托(A7RU.SI)$</a>长期价值投资","listText":"<a href=\"https://laohu8.com/S/A7RU.SI\">$吉宝基础设施信托(A7RU.SI)$</a>长期价值投资","text":"$吉宝基础设施信托(A7RU.SI)$长期价值投资","images":[{"img":"https://static.tigerbbs.com/d828dac84c377a19a0ae55aa6a932b89","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/617309532","isVote":1,"tweetType":1,"viewCount":1844,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546673264253013","authorId":"3546673264253013","name":"大雁塔","avatar":"https://static.tigerbbs.com/807ca547b932ac851c63d7a9f6a93f61","crmLevel":2,"crmLevelSwitch":0,"idStr":"3546673264253013","authorIdStr":"3546673264253013"},"content":"吉宝基础设施,长期价值投资。","text":"吉宝基础设施,长期价值投资。","html":"吉宝基础设施,长期价值投资。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":612047131,"gmtCreate":1652101921723,"gmtModify":1652101921723,"author":{"id":"3546673264253013","authorId":"3546673264253013","name":"大雁塔","avatar":"https://static.tigerbbs.com/807ca547b932ac851c63d7a9f6a93f61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546673264253013","authorIdStr":"3546673264253013"},"themes":[],"htmlText":"俄乌战争,影响美股标普500指数下跌,俄国和美国经济战,美股已进入熊市,建议投资者将有价值的股票长期持有。","listText":"俄乌战争,影响美股标普500指数下跌,俄国和美国经济战,美股已进入熊市,建议投资者将有价值的股票长期持有。","text":"俄乌战争,影响美股标普500指数下跌,俄国和美国经济战,美股已进入熊市,建议投资者将有价值的股票长期持有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/612047131","repostId":"612006949","repostType":1,"repost":{"id":612006949,"gmtCreate":1652063764496,"gmtModify":1652069635020,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312224764596","authorIdStr":"3534312224764596"},"themes":[],"title":"周一是俄罗斯的重磅日子,市场可能出现新一轮波动","htmlText":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","listText":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","text":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 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