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DarrenChong
2021-11-05
Great ariticle, would you like to share it?
@小虎活动:[Halloween Game] Trade or Treat!
DarrenChong
2021-03-28
//
@小虎消息
: 这种资本市场的故事告诉我们——周五不要睡的那么早[呆住][呆住][呆住]
@陈达美股投资:梦之安魂曲：我来为这惊魂一夜复个盘
去老虎APP查看更多动态
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Let me explain. 先声明，许多信息都来自于信息碎片、流言蜚语、新闻报道、以及我圈内朋友的讨论。彼此之间串联起的，比较有逻辑联系的一副拼图，可能可以还原一部分真相，不一定是事实，甚至有可能完全不是事实，请明鉴。 另外一个很重要的背景是，本周中概股多数下跌。究其原因，或许是前期涨幅较大股票的估值修复需要，或许是两强关系的新一轮突突突，或许是holding foreign companies accountable对于中概股退市的咋呼 ，总之市场对于中概股是有向下压力的，这个我认为是很重要的背景，没有这个背景，故事应该不会发生。 我们来盘一下时间线。 昨晚，首先是圈子里爆出，高盛正在拉皮条，为一宗 block trade（美股大宗交易）寻找买家，从信息中可以看出，这笔大宗交易包含 1000万股百度，185美元-市价出；5000万股腾讯音乐，17.6美元-市价出，3200万股 唯品会，27.6美元-mkt出。 量极大，且都比当时市价要低了不少。于是坊间猜测是有杠杆玩得比较大的同事体量也比较大的基金爆仓了。 加之教育行业新规，一时间中概股哀鸿遍野，跌妈不认。都跌懵了。 还有网传的雪湖的接盘邮件，想吃掉百度、腾讯音乐、唯品会各5000万美金的量。似乎佐证了GS在拉皮条寻求交易的事实。当然我不知道雪湖的内控是咋搞的，这种邮件也能泄露出来，这还不得打屁股。当然也有可能是PS的who knows。 百度、腾讯音乐、唯品会，这些股票。他们的共同点就是，都是前期比较强势的中概股，然后在本周三开始，在没有任何内部利空的情况下，开始暴跌。在没有任何背景信息的情况下，我们只能认为这是由于中概股受压，前期获利盘了解离场，并可能触发了某些机构的margin call而被强平。甚至不排除一些算法交易玩家积极地参与做空，赚趋","text":"What happened last night was epic. Let me explain. 先声明，许多信息都来自于信息碎片、流言蜚语、新闻报道、以及我圈内朋友的讨论。彼此之间串联起的，比较有逻辑联系的一副拼图，可能可以还原一部分真相，不一定是事实，甚至有可能完全不是事实，请明鉴。 另外一个很重要的背景是，本周中概股多数下跌。究其原因，或许是前期涨幅较大股票的估值修复需要，或许是两强关系的新一轮突突突，或许是holding foreign companies accountable对于中概股退市的咋呼 ，总之市场对于中概股是有向下压力的，这个我认为是很重要的背景，没有这个背景，故事应该不会发生。 我们来盘一下时间线。 昨晚，首先是圈子里爆出，高盛正在拉皮条，为一宗 block trade（美股大宗交易）寻找买家，从信息中可以看出，这笔大宗交易包含 1000万股百度，185美元-市价出；5000万股腾讯音乐，17.6美元-市价出，3200万股 唯品会，27.6美元-mkt出。 量极大，且都比当时市价要低了不少。于是坊间猜测是有杠杆玩得比较大的同事体量也比较大的基金爆仓了。 加之教育行业新规，一时间中概股哀鸿遍野，跌妈不认。都跌懵了。 还有网传的雪湖的接盘邮件，想吃掉百度、腾讯音乐、唯品会各5000万美金的量。似乎佐证了GS在拉皮条寻求交易的事实。当然我不知道雪湖的内控是咋搞的，这种邮件也能泄露出来，这还不得打屁股。当然也有可能是PS的who knows。 百度、腾讯音乐、唯品会，这些股票。他们的共同点就是，都是前期比较强势的中概股，然后在本周三开始，在没有任何内部利空的情况下，开始暴跌。在没有任何背景信息的情况下，我们只能认为这是由于中概股受压，前期获利盘了解离场，并可能触发了某些机构的margin call而被强平。甚至不排除一些算法交易玩家积极地参与做空，赚趋","images":[{"img":"https://static.tigerbbs.com/bfc343dc78829b8c37c26df97b3e70e9","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/a29f6db752bc60a14e74623b6f3cfde9","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/a6cb292355206ed9600651a80a85fb2c","width":"660","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352034941","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":352852943,"gmtCreate":1616934987182,"gmtModify":1634523485046,"author":{"id":"3547445468418432","authorId":"3547445468418432","name":"DarrenChong","avatar":"https://static.tigerbbs.com/084835973088ef110b1431b2ca25a13e","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a>: 这种资本市场的故事告诉我们——周五不要睡的那么早[呆住][呆住][呆住]","listText":"//<a href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a>: 这种资本市场的故事告诉我们——周五不要睡的那么早[呆住][呆住][呆住]","text":"//@小虎消息: 这种资本市场的故事告诉我们——周五不要睡的那么早[呆住][呆住][呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/352852943","repostId":"352034941","repostType":1,"repost":{"id":352034941,"gmtCreate":1616827889883,"gmtModify":1616834158020,"author":{"id":"115535245075020","authorId":"115535245075020","name":"陈达美股投资","avatar":"https://static.tigerbbs.com/93c77cdf64a6c2c4355eb691def79ccf","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"梦之安魂曲：我来为这惊魂一夜复个盘","htmlText":"What happened last night was epic. Let me explain. 先声明，许多信息都来自于信息碎片、流言蜚语、新闻报道、以及我圈内朋友的讨论。彼此之间串联起的，比较有逻辑联系的一副拼图，可能可以还原一部分真相，不一定是事实，甚至有可能完全不是事实，请明鉴。 另外一个很重要的背景是，本周中概股多数下跌。究其原因，或许是前期涨幅较大股票的估值修复需要，或许是两强关系的新一轮突突突，或许是holding foreign companies accountable对于中概股退市的咋呼 ，总之市场对于中概股是有向下压力的，这个我认为是很重要的背景，没有这个背景，故事应该不会发生。 我们来盘一下时间线。 昨晚，首先是圈子里爆出，高盛正在拉皮条，为一宗 block trade（美股大宗交易）寻找买家，从信息中可以看出，这笔大宗交易包含 1000万股百度，185美元-市价出；5000万股腾讯音乐，17.6美元-市价出，3200万股 唯品会，27.6美元-mkt出。 量极大，且都比当时市价要低了不少。于是坊间猜测是有杠杆玩得比较大的同事体量也比较大的基金爆仓了。 加之教育行业新规，一时间中概股哀鸿遍野，跌妈不认。都跌懵了。 还有网传的雪湖的接盘邮件，想吃掉百度、腾讯音乐、唯品会各5000万美金的量。似乎佐证了GS在拉皮条寻求交易的事实。当然我不知道雪湖的内控是咋搞的，这种邮件也能泄露出来，这还不得打屁股。当然也有可能是PS的who knows。 百度、腾讯音乐、唯品会，这些股票。他们的共同点就是，都是前期比较强势的中概股，然后在本周三开始，在没有任何内部利空的情况下，开始暴跌。在没有任何背景信息的情况下，我们只能认为这是由于中概股受压，前期获利盘了解离场，并可能触发了某些机构的margin call而被强平。甚至不排除一些算法交易玩家积极地参与做空，赚趋","listText":"What happened last night was epic. Let me explain. 先声明，许多信息都来自于信息碎片、流言蜚语、新闻报道、以及我圈内朋友的讨论。彼此之间串联起的，比较有逻辑联系的一副拼图，可能可以还原一部分真相，不一定是事实，甚至有可能完全不是事实，请明鉴。 另外一个很重要的背景是，本周中概股多数下跌。究其原因，或许是前期涨幅较大股票的估值修复需要，或许是两强关系的新一轮突突突，或许是holding foreign companies accountable对于中概股退市的咋呼 ，总之市场对于中概股是有向下压力的，这个我认为是很重要的背景，没有这个背景，故事应该不会发生。 我们来盘一下时间线。 昨晚，首先是圈子里爆出，高盛正在拉皮条，为一宗 block trade（美股大宗交易）寻找买家，从信息中可以看出，这笔大宗交易包含 1000万股百度，185美元-市价出；5000万股腾讯音乐，17.6美元-市价出，3200万股 唯品会，27.6美元-mkt出。 量极大，且都比当时市价要低了不少。于是坊间猜测是有杠杆玩得比较大的同事体量也比较大的基金爆仓了。 加之教育行业新规，一时间中概股哀鸿遍野，跌妈不认。都跌懵了。 还有网传的雪湖的接盘邮件，想吃掉百度、腾讯音乐、唯品会各5000万美金的量。似乎佐证了GS在拉皮条寻求交易的事实。当然我不知道雪湖的内控是咋搞的，这种邮件也能泄露出来，这还不得打屁股。当然也有可能是PS的who knows。 百度、腾讯音乐、唯品会，这些股票。他们的共同点就是，都是前期比较强势的中概股，然后在本周三开始，在没有任何内部利空的情况下，开始暴跌。在没有任何背景信息的情况下，我们只能认为这是由于中概股受压，前期获利盘了解离场，并可能触发了某些机构的margin call而被强平。甚至不排除一些算法交易玩家积极地参与做空，赚趋","text":"What happened last night was epic. Let me explain. 先声明，许多信息都来自于信息碎片、流言蜚语、新闻报道、以及我圈内朋友的讨论。彼此之间串联起的，比较有逻辑联系的一副拼图，可能可以还原一部分真相，不一定是事实，甚至有可能完全不是事实，请明鉴。 另外一个很重要的背景是，本周中概股多数下跌。究其原因，或许是前期涨幅较大股票的估值修复需要，或许是两强关系的新一轮突突突，或许是holding foreign companies accountable对于中概股退市的咋呼 ，总之市场对于中概股是有向下压力的，这个我认为是很重要的背景，没有这个背景，故事应该不会发生。 我们来盘一下时间线。 昨晚，首先是圈子里爆出，高盛正在拉皮条，为一宗 block trade（美股大宗交易）寻找买家，从信息中可以看出，这笔大宗交易包含 1000万股百度，185美元-市价出；5000万股腾讯音乐，17.6美元-市价出，3200万股 唯品会，27.6美元-mkt出。 量极大，且都比当时市价要低了不少。于是坊间猜测是有杠杆玩得比较大的同事体量也比较大的基金爆仓了。 加之教育行业新规，一时间中概股哀鸿遍野，跌妈不认。都跌懵了。 还有网传的雪湖的接盘邮件，想吃掉百度、腾讯音乐、唯品会各5000万美金的量。似乎佐证了GS在拉皮条寻求交易的事实。当然我不知道雪湖的内控是咋搞的，这种邮件也能泄露出来，这还不得打屁股。当然也有可能是PS的who knows。 百度、腾讯音乐、唯品会，这些股票。他们的共同点就是，都是前期比较强势的中概股，然后在本周三开始，在没有任何内部利空的情况下，开始暴跌。在没有任何背景信息的情况下，我们只能认为这是由于中概股受压，前期获利盘了解离场，并可能触发了某些机构的margin call而被强平。甚至不排除一些算法交易玩家积极地参与做空，赚趋","images":[{"img":"https://static.tigerbbs.com/bfc343dc78829b8c37c26df97b3e70e9","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/a29f6db752bc60a14e74623b6f3cfde9","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/a6cb292355206ed9600651a80a85fb2c","width":"660","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352034941","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846429532,"gmtCreate":1636106854339,"gmtModify":1636106854339,"author":{"id":"3547445468418432","authorId":"3547445468418432","name":"DarrenChong","avatar":"https://static.tigerbbs.com/084835973088ef110b1431b2ca25a13e","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846429532","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
