gthhh27的个人主页 - 老虎社区

gthhh27

gthhh27

暂无个人介绍

IP属地：未知

23关注

4粉丝

1主题

0勋章

2021-12-22

这篇文章不错，转发给大家看看

@Gentle麦克斯:手上的股票下跌该怎么办？

2021-11-07

$老虎证券(TIGR)$[无语] [无语]

2021-10-14

$老虎证券(TIGR)$[捂脸]

2021-07-27

我才买了1股[笑哭]

2021-07-23

$RLX科技(RLX)$要多久才能回来[流泪] [流泪]

2021-07-22

$老虎证券(TIGR)$别再跌了振作起来[安慰] [安慰]

2021-07-02

$新加坡航空公司(C6L.SI)$加油啊

2021-06-18

$RLX科技(RLX)$看好[真香]

2021-06-15

$Alfi Inc.(ALF)$上去吧！📈[龇牙]

2021-06-11

$Trxade Group, Inc.(MEDS)$感觉要开始向下走了🤔️

2021-05-31

$新加坡航空公司(C6L.SI)$终于等到了

2021-05-28

$新加坡航空公司(C6L.SI)$后期会怎么样呢

2021-05-27

$新加坡航空公司(C6L.SI)$来了

2021-05-24

$新加坡航空公司(C6L.SI)$🤦🏻

2021-05-24

赞👍🏻

@46d9935c:金龙鱼母公司太赚钱！要给股东特大SPECIAL DIVIDEND

2021-05-24

👍🏻

@三文培训:5 只被低估的新加坡股票现可买入［2021 年 5 月］(二)

2021-04-24

👍🏻

@价值投资为王:巴菲特去年在哪支股票上赚的最多？

2021-04-24

$新加坡航空公司(C6L.SI)$👍🏻

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3578628569894285","uuid":"3578628569894285","gmtCreate":1615534545921,"gmtModify":1627628945241,"name":"gthhh27","pinyin":"gthhh27","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":23,"tweetSize":18,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.03","exceedPercentage":"60.89%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":691163708,"gmtCreate":1640150730893,"gmtModify":1640150730978,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"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/691163708","repostId":"693797785","repostType":1,"repost":{"id":693797785,"gmtCreate":1640076003551,"gmtModify":1640085512157,"author":{"id":"236893819455216","authorId":"236893819455216","name":"Gentle麦克斯","avatar":"https://static.tigerbbs.com/6b4fb5bfe7e696b8a12af76d618e75a0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"236893819455216","authorIdStr":"236893819455216"},"themes":[],"title":"手上的股票下跌该怎么办？","htmlText":"今年2月份市场也经历过一波大幅下跌，当时写过一篇文章<a href=\"https://laohu8.com/TW/363689143\" target=\"_blank\">《市场下跌，加仓该怎么加》</a>，在现在的时间节点，这个话题我想再聊的深入一点，因为单纯的加仓，往往也很难解决所有问题，比如拿着成长性不确定的股票，手上没有更多子弹等等。特别是很多股票随着宏观环境的变化，它的估值预期，市场偏好都发生了变化，如果短时间没有催化因素，虽然底位加了仓，但是很长时间股价都起不来，也是影响投资效率的。对于下跌中的股票，最后总会有企稳的时候，至于反弹还是在地板上趴着，影响因素很多。但是有一种情况，能脱手就早点脱手，就是股票的基本面发生了重大变化，原先的成长逻辑遭到了破坏，这种股票未来的不确定性非常大，不是所有困境都能反转，比如中概教育股，哪怕浮亏很大，也不用留恋，把注意力集中在其它增长性好的股票，在这个坑上，我也是踩过了很多坑。那么如何判断手上的股票是不是这类股票呢？这类股票往往伴随着行业整体的萎缩，前景黯淡，比如前几年的中概互联网金融股，另外是出现重大暴雷，业绩连续2个季度以上同比，环比大幅下滑等等，总之哟用基本逻辑就能判断的明显变化。排除上面的情况，你手上的股票无论从行业基本面，业绩成长性都没有很大的问题，股价的下跌都有应对之道，我总结主要有三中途径：拐点前加仓，做波段降低成本，sell-covered-call赚期权费来降低损失。首先，拐点前加仓是所有投资朋友最常想到的方法，试图在股价触底反弹前加仓，但是触底不等于反弹，而且试图抄底有时候容易变成徒手接飞刀，最有效的加仓时间就是在股价迎来拐点之前，这个拐点可能不是最低点，但是却可以节省很多之前的时间和不确定性。那么如何寻找股价反弹的拐点呢？重点是要找到股价的催化因素，我把股价催化因素分为三个维度，宏观，行业和公司。大家看新闻关注美","listText":"今年2月份市场也经历过一波大幅下跌，当时写过一篇文章<a href=\"https://laohu8.com/TW/363689143\" target=\"_blank\">《市场下跌，加仓该怎么加》</a>，在现在的时间节点，这个话题我想再聊的深入一点，因为单纯的加仓，往往也很难解决所有问题，比如拿着成长性不确定的股票，手上没有更多子弹等等。特别是很多股票随着宏观环境的变化，它的估值预期，市场偏好都发生了变化，如果短时间没有催化因素，虽然底位加了仓，但是很长时间股价都起不来，也是影响投资效率的。对于下跌中的股票，最后总会有企稳的时候，至于反弹还是在地板上趴着，影响因素很多。但是有一种情况，能脱手就早点脱手，就是股票的基本面发生了重大变化，原先的成长逻辑遭到了破坏，这种股票未来的不确定性非常大，不是所有困境都能反转，比如中概教育股，哪怕浮亏很大，也不用留恋，把注意力集中在其它增长性好的股票，在这个坑上，我也是踩过了很多坑。那么如何判断手上的股票是不是这类股票呢？这类股票往往伴随着行业整体的萎缩，前景黯淡，比如前几年的中概互联网金融股，另外是出现重大暴雷，业绩连续2个季度以上同比，环比大幅下滑等等，总之哟用基本逻辑就能判断的明显变化。排除上面的情况，你手上的股票无论从行业基本面，业绩成长性都没有很大的问题，股价的下跌都有应对之道，我总结主要有三中途径：拐点前加仓，做波段降低成本，sell-covered-call赚期权费来降低损失。首先，拐点前加仓是所有投资朋友最常想到的方法，试图在股价触底反弹前加仓，但是触底不等于反弹，而且试图抄底有时候容易变成徒手接飞刀，最有效的加仓时间就是在股价迎来拐点之前，这个拐点可能不是最低点，但是却可以节省很多之前的时间和不确定性。那么如何寻找股价反弹的拐点呢？重点是要找到股价的催化因素，我把股价催化因素分为三个维度，宏观，行业和公司。大家看新闻关注美","text":"今年2月份市场也经历过一波大幅下跌，当时写过一篇文章《市场下跌，加仓该怎么加》，在现在的时间节点，这个话题我想再聊的深入一点，因为单纯的加仓，往往也很难解决所有问题，比如拿着成长性不确定的股票，手上没有更多子弹等等。特别是很多股票随着宏观环境的变化，它的估值预期，市场偏好都发生了变化，如果短时间没有催化因素，虽然底位加了仓，但是很长时间股价都起不来，也是影响投资效率的。对于下跌中的股票，最后总会有企稳的时候，至于反弹还是在地板上趴着，影响因素很多。但是有一种情况，能脱手就早点脱手，就是股票的基本面发生了重大变化，原先的成长逻辑遭到了破坏，这种股票未来的不确定性非常大，不是所有困境都能反转，比如中概教育股，哪怕浮亏很大，也不用留恋，把注意力集中在其它增长性好的股票，在这个坑上，我也是踩过了很多坑。那么如何判断手上的股票是不是这类股票呢？这类股票往往伴随着行业整体的萎缩，前景黯淡，比如前几年的中概互联网金融股，另外是出现重大暴雷，业绩连续2个季度以上同比，环比大幅下滑等等，总之哟用基本逻辑就能判断的明显变化。排除上面的情况，你手上的股票无论从行业基本面，业绩成长性都没有很大的问题，股价的下跌都有应对之道，我总结主要有三中途径：拐点前加仓，做波段降低成本，sell-covered-call赚期权费来降低损失。首先，拐点前加仓是所有投资朋友最常想到的方法，试图在股价触底反弹前加仓，但是触底不等于反弹，而且试图抄底有时候容易变成徒手接飞刀，最有效的加仓时间就是在股价迎来拐点之前，这个拐点可能不是最低点，但是却可以节省很多之前的时间和不确定性。那么如何寻找股价反弹的拐点呢？重点是要找到股价的催化因素，我把股价催化因素分为三个维度，宏观，行业和公司。大家看新闻关注美","images":[{"img":"https://static.tigerbbs.com/4c144b3167d67092cf76ae7c8ee419cb","width":"2289","height":"1526"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693797785","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842768561,"gmtCreate":1636245806141,"gmtModify":1636245806269,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>[无语]&nbsp;[无语]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>[无语]&nbsp;[无语]&nbsp;","text":"$老虎证券(TIGR)$[无语] [无语]","images":[{"img":"https://static.tigerbbs.com/8cd76e4ccfb4e0982c77048896a5970a","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842768561","isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":825218343,"gmtCreate":1634227045884,"gmtModify":1634227152144,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>[捂脸]&nbsp;","text":"$老虎证券(TIGR)$[捂脸]","images":[{"img":"https://static.tigerbbs.com/e5d1f26703850b0da60a58fbea80828f","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825218343","isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":809162773,"gmtCreate":1627353029592,"gmtModify":1631889261850,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"我才买了1股[笑哭]&nbsp;","listText":"我才买了1股[笑哭]&nbsp;","text":"我才买了1股[笑哭]","images":[{"img":"https://static.tigerbbs.com/e8bd692709cbd9b1054bc67faabd8d40","width":"825","height":"1292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809162773","isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":175934499,"gmtCreate":1627001903911,"gmtModify":1631889261853,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>要多久才能回来[流泪]&nbsp;[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>要多久才能回来[流泪]&nbsp;[流泪]&nbsp;","text":"$RLX科技(RLX)$要多久才能回来[流泪] [流泪]","images":[{"img":"https://static.tigerbbs.com/a4c435e291a2134228c8e9bf317d95d4","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/175934499","isVote":1,"tweetType":1,"viewCount":2422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":172554396,"gmtCreate":1626967898415,"gmtModify":1631889261855,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>别再跌了 振作起来[安慰]&nbsp;[安慰]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>别再跌了 振作起来[安慰]&nbsp;[安慰]&nbsp;","text":"$老虎证券(TIGR)$别再跌了 振作起来[安慰] [安慰]","images":[{"img":"https://static.tigerbbs.com/2b7e856224f5607e18450be088f08413","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/172554396","isVote":1,"tweetType":1,"viewCount":2029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":156967472,"gmtCreate":1625191204996,"gmtModify":1631885594706,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>加油啊","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>加油啊","text":"$新加坡航空公司(C6L.SI)$加油啊","images":[{"img":"https://static.tigerbbs.com/1026d00bd32c695f0bb136f2af1d9393","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156967472","isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":168114468,"gmtCreate":1623964981955,"gmtModify":1631889261859,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>看好[真香]&nbsp;","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>看好[真香]&nbsp;","text":"$RLX科技(RLX)$看好[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168114468","isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187758744,"gmtCreate":1623765133388,"gmtModify":1631888373169,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ALF\">$Alfi Inc.(ALF)$</a>上去吧！📈[龇牙]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ALF\">$Alfi Inc.(ALF)$</a>上去吧！📈[龇牙]&nbsp;","text":"$Alfi Inc.(ALF)$上去吧！📈[龇牙]","images":[{"img":"https://static.tigerbbs.com/d3f5bff5f30d8ba21f55ad92a639adfd","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187758744","isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":183442127,"gmtCreate":1623344370569,"gmtModify":1631888552712,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MEDS\">$Trxade Group, Inc.(MEDS)$</a>感觉要开始向下走了🤔️","listText":"<a href=\"https://laohu8.com/S/MEDS\">$Trxade Group, Inc.(MEDS)$</a>感觉要开始向下走了🤔️","text":"$Trxade Group, Inc.(MEDS)$感觉要开始向下走了🤔️","images":[{"img":"https://static.tigerbbs.com/0bfd355989e782093706500d2d981cab","width":"1125","height":"3121"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/183442127","isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":110390972,"gmtCreate":1622424503196,"gmtModify":1631885596878,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>终于等到了","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>终于等到了","text":"$新加坡航空公司(C6L.SI)$终于等到了","images":[{"img":"https://static.tigerbbs.com/b3a1570ecf79861c2c1146b24ad9e035","width":"1284","height":"2457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/110390972","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":135291352,"gmtCreate":1622164043276,"gmtModify":1631885596983,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>后期会怎么样呢","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>后期会怎么样呢","text":"$新加坡航空公司(C6L.SI)$后期会怎么样呢","images":[{"img":"https://static.tigerbbs.com/5816f5b96d7493e090598583069d9039","width":"1284","height":"2457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135291352","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":132897896,"gmtCreate":1622078865215,"gmtModify":1631885597133,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>来了","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>来了","text":"$新加坡航空公司(C6L.SI)$来了","images":[{"img":"https://static.tigerbbs.com/cc04b184c1a03bd063d2192f075a1e3f","width":"1284","height":"2457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132897896","isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":131349285,"gmtCreate":1621830701547,"gmtModify":1631885597221,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>🤦🏻","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>🤦🏻","text":"$新加坡航空公司(C6L.SI)$🤦🏻","images":[{"img":"https://static.tigerbbs.com/803173388cdfde8205645ec42458648c","width":"1284","height":"2457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/131349285","isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":131324413,"gmtCreate":1621829828232,"gmtModify":1631889261861,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"赞👍🏻","listText":"赞👍🏻","text":"赞👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131324413","repostId":"369984893","repostType":1,"repost":{"id":369984893,"gmtCreate":1613997842712,"gmtModify":1744802386320,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"46d9935c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558937605407666","authorIdStr":"3558937605407666"},"themes":[],"title":"金龙鱼母公司太赚钱！要给股东特大SPECIAL DIVIDEND","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/F34.SI\">$丰益国际(F34.SI)$</a>&nbsp;“WILMAR”是<a target=\"_blank\" href=\"https://laohu8.com/S/300999\">$金龙鱼(300999)$</a>&nbsp;的母公司，持有金龙鱼的89.9%的股份。今天盘后，丰益国际披露年报[真香]&nbsp;这个年报和金龙鱼的2020年度业绩快报都非常非常好看[贱笑]&nbsp;那丰益国际真的是一个巨大的食品公司。公司在全球有10万多员工和500个工厂。公司在50个国家有业务。公司官方介绍如下：Wilmar International Limited是一家新加坡的农业综合企业。该公司从事油棕种植、油籽粉碎、食用油精炼、制糖精炼、消费品、特种脂肪、油脂化工、生物柴油和化肥的制造以及大米和面粉研磨等业务。其部门包括热带油（种植、制造与销售）、油籽与谷物（制造与消费品）、糖（粉碎、销售、精炼与消费品）和其他部门。该公司生产氮磷钾（NPK）复合肥，还从事钾肥、磷肥、氮肥等直接肥料及微量元素产品的销售业务。该公司主要从事大豆油粕、葵花籽油粕、棉籽油粕、菜籽油粕、花生油粕和玉米等油籽产品的加工、提炼、销售和分销业务。公司的2020年关键财务细节如下： 总收入为505亿美金，涨了19%[财迷]&nbsp;（金龙鱼的2020年收入为1949亿人民币，涨了14%[龇牙]&nbsp;）所以金龙鱼的收入组成丰益总收入之60% 公司有三个核心业务模块：食品，动物饲料+工业产品和种植园+糖厂。在公司的税前利润中，食品组成49%，动物饲料+工业产品组成34%，合作项目组成9%，种植园+糖厂组成4.5%，其他业务组成2.5%。 EBITDA为36亿美金，涨了19% 净利润为15亿美金，涨了19%[开心","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/F34.SI\">$丰益国际(F34.SI)$</a>&nbsp;“WILMAR”是<a target=\"_blank\" href=\"https://laohu8.com/S/300999\">$金龙鱼(300999)$</a>&nbsp;的母公司，持有金龙鱼的89.9%的股份。今天盘后，丰益国际披露年报[真香]&nbsp;这个年报和金龙鱼的2020年度业绩快报都非常非常好看[贱笑]&nbsp;那丰益国际真的是一个巨大的食品公司。公司在全球有10万多员工和500个工厂。公司在50个国家有业务。公司官方介绍如下：Wilmar International Limited是一家新加坡的农业综合企业。该公司从事油棕种植、油籽粉碎、食用油精炼、制糖精炼、消费品、特种脂肪、油脂化工、生物柴油和化肥的制造以及大米和面粉研磨等业务。其部门包括热带油（种植、制造与销售）、油籽与谷物（制造与消费品）、糖（粉碎、销售、精炼与消费品）和其他部门。该公司生产氮磷钾（NPK）复合肥，还从事钾肥、磷肥、氮肥等直接肥料及微量元素产品的销售业务。该公司主要从事大豆油粕、葵花籽油粕、棉籽油粕、菜籽油粕、花生油粕和玉米等油籽产品的加工、提炼、销售和分销业务。公司的2020年关键财务细节如下： 总收入为505亿美金，涨了19%[财迷]&nbsp;（金龙鱼的2020年收入为1949亿人民币，涨了14%[龇牙]&nbsp;）所以金龙鱼的收入组成丰益总收入之60% 公司有三个核心业务模块：食品，动物饲料+工业产品和种植园+糖厂。在公司的税前利润中，食品组成49%，动物饲料+工业产品组成34%，合作项目组成9%，种植园+糖厂组成4.5%，其他业务组成2.5%。 EBITDA为36亿美金，涨了19% 净利润为15亿美金，涨了19%[开心","text":"$丰益国际(F34.SI)$ “WILMAR”是$金龙鱼(300999)$ 的母公司，持有金龙鱼的89.9%的股份。今天盘后，丰益国际披露年报[真香] 这个年报和金龙鱼的2020年度业绩快报都非常非常好看[贱笑] 那丰益国际真的是一个巨大的食品公司。公司在全球有10万多员工和500个工厂。公司在50个国家有业务。公司官方介绍如下：Wilmar International Limited是一家新加坡的农业综合企业。该公司从事油棕种植、油籽粉碎、食用油精炼、制糖精炼、消费品、特种脂肪、油脂化工、生物柴油和化肥的制造以及大米和面粉研磨等业务。其部门包括热带油（种植、制造与销售）、油籽与谷物（制造与消费品）、糖（粉碎、销售、精炼与消费品）和其他部门。该公司生产氮磷钾（NPK）复合肥，还从事钾肥、磷肥、氮肥等直接肥料及微量元素产品的销售业务。该公司主要从事大豆油粕、葵花籽油粕、棉籽油粕、菜籽油粕、花生油粕和玉米等油籽产品的加工、提炼、销售和分销业务。公司的2020年关键财务细节如下： 总收入为505亿美金，涨了19%[财迷] （金龙鱼的2020年收入为1949亿人民币，涨了14%[龇牙] ）所以金龙鱼的收入组成丰益总收入之60% 公司有三个核心业务模块：食品，动物饲料+工业产品和种植园+糖厂。在公司的税前利润中，食品组成49%，动物饲料+工业产品组成34%，合作项目组成9%，种植园+糖厂组成4.5%，其他业务组成2.5%。 EBITDA为36亿美金，涨了19% 净利润为15亿美金，涨了19%[开心","images":[{"img":"https://static.tigerbbs.com/1947e5f73c8c9998d2a6cb8baddac433","width":"446","height":"274"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369984893","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131321017,"gmtCreate":1621829450539,"gmtModify":1631889261864,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131321017","repostId":"194756381","repostType":1,"repost":{"id":194756381,"gmtCreate":1621403859243,"gmtModify":1631886293255,"author":{"id":"3580176950942007","authorId":"3580176950942007","name":"三文培训","avatar":"https://static.tigerbbs.com/7c749607b2be94a5ffc54f4124b52a2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580176950942007","authorIdStr":"3580176950942007"},"themes":[],"title":"5 只被低估的新加坡股票现可买入［2021 年 5 月］(二)","htmlText":"Credit to:&nbsp;https://newacademyoffinance.com/undervalued-stocks-in-singapore/被低估的新加坡股票 #3：城市发展<a target=\"_blank\" href=\"https://laohu8.com/S/C09.SI\">$城市发展(C09.SI)$</a>&nbsp;是新加坡最大的房地产开发商之一，市值 72亿新元。公司当前股价 7.89新元，市场设定的中位目标价格为 9.12新元，有 15.6%的上行空间。自从凯德集团近期宣布重组计划，有意分拆房地产开发业务和基金管理业务，市场就出现了各种传言。此后，城市发展表示，仍有可能为加强对股东的价值立场而采用重组计划。资料来源：雅虎财经自宣布重组计划以来，凯德集团大幅跑赢城市发展，年初迄今前者股价上涨 13.4%，后者下跌 2.1%。历史上，这两只股票的变化趋于同步。市场可能认为城市发展将在凯德集团之后宣布重组计划，因此基本对城市发展持买入评级。重组事件将成为该股票的短期催化剂。在覆盖该股票的分析师中，辉立证券最看好该股票，将目标股价设定为 10.68美元；然而自 2020年 8月以来，辉立证券已不再覆盖该股票。DBS Research的近期分析将覆盖该股票，目标价格定为 10.50美元。尽管新冠疫情影响了城市发展的大部分业务领域，特别是酒店行业，但目前股价已消化了大部分下行风险。城市发展的市净率为 0.7倍，接近其 5年平均值的 -1.5个标准差，DBS认为该公司具备优势，可以利用新冠疫情后的复苏阶段，但股票估值过低，因此难以让人忽视。&nbsp;DBS识别的关键风险仍旧在于政策悬而未决，政府可能引入其他冷却措施，削弱近期私人物业和组屋出现的价格上涨趋势。虽然房地产开发商股价可能下跌（如果引入政策收紧措施），但 DBS认为这可能是一种本能反应。因为","listText":"Credit to:&nbsp;https://newacademyoffinance.com/undervalued-stocks-in-singapore/被低估的新加坡股票 #3：城市发展<a target=\"_blank\" href=\"https://laohu8.com/S/C09.SI\">$城市发展(C09.SI)$</a>&nbsp;是新加坡最大的房地产开发商之一，市值 72亿新元。公司当前股价 7.89新元，市场设定的中位目标价格为 9.12新元，有 15.6%的上行空间。自从凯德集团近期宣布重组计划，有意分拆房地产开发业务和基金管理业务，市场就出现了各种传言。此后，城市发展表示，仍有可能为加强对股东的价值立场而采用重组计划。资料来源：雅虎财经自宣布重组计划以来，凯德集团大幅跑赢城市发展，年初迄今前者股价上涨 13.4%，后者下跌 2.1%。历史上，这两只股票的变化趋于同步。市场可能认为城市发展将在凯德集团之后宣布重组计划，因此基本对城市发展持买入评级。重组事件将成为该股票的短期催化剂。在覆盖该股票的分析师中，辉立证券最看好该股票，将目标股价设定为 10.68美元；然而自 2020年 8月以来，辉立证券已不再覆盖该股票。DBS Research的近期分析将覆盖该股票，目标价格定为 10.50美元。尽管新冠疫情影响了城市发展的大部分业务领域，特别是酒店行业，但目前股价已消化了大部分下行风险。城市发展的市净率为 0.7倍，接近其 5年平均值的 -1.5个标准差，DBS认为该公司具备优势，可以利用新冠疫情后的复苏阶段，但股票估值过低，因此难以让人忽视。&nbsp;DBS识别的关键风险仍旧在于政策悬而未决，政府可能引入其他冷却措施，削弱近期私人物业和组屋出现的价格上涨趋势。虽然房地产开发商股价可能下跌（如果引入政策收紧措施），但 DBS认为这可能是一种本能反应。因为","text":"Credit to: https://newacademyoffinance.com/undervalued-stocks-in-singapore/被低估的新加坡股票 #3：城市发展$城市发展(C09.SI)$ 是新加坡最大的房地产开发商之一，市值 72亿新元。公司当前股价 7.89新元，市场设定的中位目标价格为 9.12新元，有 15.6%的上行空间。自从凯德集团近期宣布重组计划，有意分拆房地产开发业务和基金管理业务，市场就出现了各种传言。此后，城市发展表示，仍有可能为加强对股东的价值立场而采用重组计划。资料来源：雅虎财经自宣布重组计划以来，凯德集团大幅跑赢城市发展，年初迄今前者股价上涨 13.4%，后者下跌 2.1%。历史上，这两只股票的变化趋于同步。市场可能认为城市发展将在凯德集团之后宣布重组计划，因此基本对城市发展持买入评级。重组事件将成为该股票的短期催化剂。在覆盖该股票的分析师中，辉立证券最看好该股票，将目标股价设定为 10.68美元；然而自 2020年 8月以来，辉立证券已不再覆盖该股票。DBS Research的近期分析将覆盖该股票，目标价格定为 10.50美元。尽管新冠疫情影响了城市发展的大部分业务领域，特别是酒店行业，但目前股价已消化了大部分下行风险。城市发展的市净率为 0.7倍，接近其 5年平均值的 -1.5个标准差，DBS认为该公司具备优势，可以利用新冠疫情后的复苏阶段，但股票估值过低，因此难以让人忽视。 DBS识别的关键风险仍旧在于政策悬而未决，政府可能引入其他冷却措施，削弱近期私人物业和组屋出现的价格上涨趋势。虽然房地产开发商股价可能下跌（如果引入政策收紧措施），但 DBS认为这可能是一种本能反应。因为","images":[{"img":"https://static.tigerbbs.com/8d6d7ddd3644f04df30196afec673007","width":"668","height":"351"},{"img":"https://static.tigerbbs.com/6d5db92c64e926d4909944ad6bd798ed","width":"645","height":"253"},{"img":"https://static.tigerbbs.com/e11df2c3ebe52e814065b1772e24a4db","width":"685","height":"399"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194756381","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372482195,"gmtCreate":1619234057017,"gmtModify":1631889261866,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372482195","repostId":"372073131","repostType":1,"repost":{"id":372073131,"gmtCreate":1619163991121,"gmtModify":1744960670058,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"巴菲特去年在哪支股票上赚的最多？","htmlText":"2021年的股东大会一周后就召开了，在大会开始之前，不妨做做功课，看看股神巴菲特去年的炒股战绩如何？顺便捋一捋带给我们的启示。 根据2021年巴菲特给股东的信，截止2020年底，伯克希尔的15大重仓股如下： 其中，苹果是伯克希尔第一大重仓股，持仓市值1204亿美元，占持仓比重为42.8%；第二大重仓股是美国银行，持仓市值313亿美元；第三大重仓股可口可乐，持仓市值219亿美元。 比亚迪因去年大涨424%，挤进伯克希尔第八大重仓股，市值58.97亿美元，盈利幅度超25倍！ 从2020年的持仓来看，苹果是伯克希尔赚钱最多的票，单支个股盈利金额达到了893亿美元！ 在苹果身上赚到的钱远超持股33年的可口可乐，令人惊讶的是，苹果还是巴菲特买入为数不多的科技股！ 从2016年押注苹果，到2020年赚下893亿美元，短短几年，股神再度惊艳世人。 虽然伯克希尔有15支重仓股，但集中在电子、金融、饮料、电信、汽车和医药几个行业上，尤其是金融行业，伯克希尔持有美国运通、美国银行、美国合众银行和纽约梅隆银行，足见巴菲特对金融股的喜爱。 然而，受疫情影响，金融行业在去年严重跑输指数，伯克希尔金融持仓股跌幅在3%-21%之间，是伯克希尔去年跑输标普500指数的主要原因。 当然，资本市场没有永远上涨的股票。2021年开年，去年表现最好的比亚迪下跌12%、苹果下跌0.6%，跑输指数的美国运通，今年大展手脚，股价大涨22%。 风水轮流转，今年到传统行业，股神的布局两头讨好，不失为绝佳的策略。 复盘股神在2020年的收益，有几点感触： 1.&nbsp;&nbsp;账户收益率主要由一两支重仓股贡献，摊大饼不一定是分散风险，更有可能是让收益率变得平庸； 2.&nbsp;&nbsp;巴菲特很喜欢银行股，但复盘银行股历年来的走势，稳中有余，进攻性不足，躺在银行股上赚确定性的钱可以，但指望靠银行股跑赢指数变得稍加困","listText":"2021年的股东大会一周后就召开了，在大会开始之前，不妨做做功课，看看股神巴菲特去年的炒股战绩如何？顺便捋一捋带给我们的启示。 根据2021年巴菲特给股东的信，截止2020年底，伯克希尔的15大重仓股如下： 其中，苹果是伯克希尔第一大重仓股，持仓市值1204亿美元，占持仓比重为42.8%；第二大重仓股是美国银行，持仓市值313亿美元；第三大重仓股可口可乐，持仓市值219亿美元。 比亚迪因去年大涨424%，挤进伯克希尔第八大重仓股，市值58.97亿美元，盈利幅度超25倍！ 从2020年的持仓来看，苹果是伯克希尔赚钱最多的票，单支个股盈利金额达到了893亿美元！ 在苹果身上赚到的钱远超持股33年的可口可乐，令人惊讶的是，苹果还是巴菲特买入为数不多的科技股！ 从2016年押注苹果，到2020年赚下893亿美元，短短几年，股神再度惊艳世人。 虽然伯克希尔有15支重仓股，但集中在电子、金融、饮料、电信、汽车和医药几个行业上，尤其是金融行业，伯克希尔持有美国运通、美国银行、美国合众银行和纽约梅隆银行，足见巴菲特对金融股的喜爱。 然而，受疫情影响，金融行业在去年严重跑输指数，伯克希尔金融持仓股跌幅在3%-21%之间，是伯克希尔去年跑输标普500指数的主要原因。 当然，资本市场没有永远上涨的股票。2021年开年，去年表现最好的比亚迪下跌12%、苹果下跌0.6%，跑输指数的美国运通，今年大展手脚，股价大涨22%。 风水轮流转，今年到传统行业，股神的布局两头讨好，不失为绝佳的策略。 复盘股神在2020年的收益，有几点感触： 1.&nbsp;&nbsp;账户收益率主要由一两支重仓股贡献，摊大饼不一定是分散风险，更有可能是让收益率变得平庸； 2.&nbsp;&nbsp;巴菲特很喜欢银行股，但复盘银行股历年来的走势，稳中有余，进攻性不足，躺在银行股上赚确定性的钱可以，但指望靠银行股跑赢指数变得稍加困","text":"2021年的股东大会一周后就召开了，在大会开始之前，不妨做做功课，看看股神巴菲特去年的炒股战绩如何？顺便捋一捋带给我们的启示。 根据2021年巴菲特给股东的信，截止2020年底，伯克希尔的15大重仓股如下： 其中，苹果是伯克希尔第一大重仓股，持仓市值1204亿美元，占持仓比重为42.8%；第二大重仓股是美国银行，持仓市值313亿美元；第三大重仓股可口可乐，持仓市值219亿美元。 比亚迪因去年大涨424%，挤进伯克希尔第八大重仓股，市值58.97亿美元，盈利幅度超25倍！ 从2020年的持仓来看，苹果是伯克希尔赚钱最多的票，单支个股盈利金额达到了893亿美元！ 在苹果身上赚到的钱远超持股33年的可口可乐，令人惊讶的是，苹果还是巴菲特买入为数不多的科技股！ 从2016年押注苹果，到2020年赚下893亿美元，短短几年，股神再度惊艳世人。 虽然伯克希尔有15支重仓股，但集中在电子、金融、饮料、电信、汽车和医药几个行业上，尤其是金融行业，伯克希尔持有美国运通、美国银行、美国合众银行和纽约梅隆银行，足见巴菲特对金融股的喜爱。 然而，受疫情影响，金融行业在去年严重跑输指数，伯克希尔金融持仓股跌幅在3%-21%之间，是伯克希尔去年跑输标普500指数的主要原因。 当然，资本市场没有永远上涨的股票。2021年开年，去年表现最好的比亚迪下跌12%、苹果下跌0.6%，跑输指数的美国运通，今年大展手脚，股价大涨22%。 风水轮流转，今年到传统行业，股神的布局两头讨好，不失为绝佳的策略。 复盘股神在2020年的收益，有几点感触： 1. 账户收益率主要由一两支重仓股贡献，摊大饼不一定是分散风险，更有可能是让收益率变得平庸； 2. 巴菲特很喜欢银行股，但复盘银行股历年来的走势，稳中有余，进攻性不足，躺在银行股上赚确定性的钱可以，但指望靠银行股跑赢指数变得稍加困","images":[{"img":"https://static.tigerbbs.com/3519f8874bc25d68884ea171ca82b362","width":"1104","height":"612"},{"img":"https://static.tigerbbs.com/114f51c5a47d4efe2333c402b6b48520","width":"896","height":"520"},{"img":"https://static.tigerbbs.com/b3f78a3842a90e0bd9945f218fa03e15","width":"506","height":"553"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372073131","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372632287,"gmtCreate":1619197610749,"gmtModify":1631885600126,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578628569894285","authorIdStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>👍🏻","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>👍🏻","text":"$新加坡航空公司(C6L.SI)$👍🏻","images":[{"img":"https://static.tigerbbs.com/d3b54e103da610cba6554a3ea3f1c955","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372632287","isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":175934499,"gmtCreate":1627001903911,"gmtModify":1631889261853,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>要多久才能回来[流泪]&nbsp;[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>要多久才能回来[流泪]&nbsp;[流泪]&nbsp;","text":"$RLX科技(RLX)$要多久才能回来[流泪] [流泪]","images":[{"img":"https://static.tigerbbs.com/a4c435e291a2134228c8e9bf317d95d4","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/175934499","isVote":1,"tweetType":1,"viewCount":2422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":825218343,"gmtCreate":1634227045884,"gmtModify":1634227152144,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>[捂脸]&nbsp;","text":"$老虎证券(TIGR)$[捂脸]","images":[{"img":"https://static.tigerbbs.com/e5d1f26703850b0da60a58fbea80828f","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825218343","isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":110390972,"gmtCreate":1622424503196,"gmtModify":1631885596878,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>终于等到了","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>终于等到了","text":"$新加坡航空公司(C6L.SI)$终于等到了","images":[{"img":"https://static.tigerbbs.com/b3a1570ecf79861c2c1146b24ad9e035","width":"1284","height":"2457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/110390972","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":131349285,"gmtCreate":1621830701547,"gmtModify":1631885597221,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>🤦🏻","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>🤦🏻","text":"$新加坡航空公司(C6L.SI)$🤦🏻","images":[{"img":"https://static.tigerbbs.com/803173388cdfde8205645ec42458648c","width":"1284","height":"2457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/131349285","isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":172554396,"gmtCreate":1626967898415,"gmtModify":1631889261855,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>别再跌了 振作起来[安慰]&nbsp;[安慰]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>别再跌了 振作起来[安慰]&nbsp;[安慰]&nbsp;","text":"$老虎证券(TIGR)$别再跌了 振作起来[安慰] [安慰]","images":[{"img":"https://static.tigerbbs.com/2b7e856224f5607e18450be088f08413","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/172554396","isVote":1,"tweetType":1,"viewCount":2029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":809162773,"gmtCreate":1627353029592,"gmtModify":1631889261850,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"我才买了1股[笑哭]&nbsp;","listText":"我才买了1股[笑哭]&nbsp;","text":"我才买了1股[笑哭]","images":[{"img":"https://static.tigerbbs.com/e8bd692709cbd9b1054bc67faabd8d40","width":"825","height":"1292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809162773","isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":156967472,"gmtCreate":1625191204996,"gmtModify":1631885594706,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>加油啊","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>加油啊","text":"$新加坡航空公司(C6L.SI)$加油啊","images":[{"img":"https://static.tigerbbs.com/1026d00bd32c695f0bb136f2af1d9393","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156967472","isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":183442127,"gmtCreate":1623344370569,"gmtModify":1631888552712,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MEDS\">$Trxade Group, Inc.(MEDS)$</a>感觉要开始向下走了🤔️","listText":"<a href=\"https://laohu8.com/S/MEDS\">$Trxade Group, Inc.(MEDS)$</a>感觉要开始向下走了🤔️","text":"$Trxade Group, Inc.(MEDS)$感觉要开始向下走了🤔️","images":[{"img":"https://static.tigerbbs.com/0bfd355989e782093706500d2d981cab","width":"1125","height":"3121"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/183442127","isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":132897896,"gmtCreate":1622078865215,"gmtModify":1631885597133,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>来了","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>来了","text":"$新加坡航空公司(C6L.SI)$来了","images":[{"img":"https://static.tigerbbs.com/cc04b184c1a03bd063d2192f075a1e3f","width":"1284","height":"2457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132897896","isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842768561,"gmtCreate":1636245806141,"gmtModify":1636245806269,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>[无语]&nbsp;[无语]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>[无语]&nbsp;[无语]&nbsp;","text":"$老虎证券(TIGR)$[无语] [无语]","images":[{"img":"https://static.tigerbbs.com/8cd76e4ccfb4e0982c77048896a5970a","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842768561","isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":168114468,"gmtCreate":1623964981955,"gmtModify":1631889261859,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>看好[真香]&nbsp;","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>看好[真香]&nbsp;","text":"$RLX科技(RLX)$看好[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168114468","isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135291352,"gmtCreate":1622164043276,"gmtModify":1631885596983,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>后期会怎么样呢","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>后期会怎么样呢","text":"$新加坡航空公司(C6L.SI)$后期会怎么样呢","images":[{"img":"https://static.tigerbbs.com/5816f5b96d7493e090598583069d9039","width":"1284","height":"2457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135291352","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":691163708,"gmtCreate":1640150730893,"gmtModify":1640150730978,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"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/691163708","repostId":"693797785","repostType":1,"repost":{"id":693797785,"gmtCreate":1640076003551,"gmtModify":1640085512157,"author":{"id":"236893819455216","authorId":"236893819455216","name":"Gentle麦克斯","avatar":"https://static.tigerbbs.com/6b4fb5bfe7e696b8a12af76d618e75a0","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"236893819455216","idStr":"236893819455216"},"themes":[],"title":"手上的股票下跌该怎么办？","htmlText":"今年2月份市场也经历过一波大幅下跌，当时写过一篇文章<a href=\"https://laohu8.com/TW/363689143\" target=\"_blank\">《市场下跌，加仓该怎么加》</a>，在现在的时间节点，这个话题我想再聊的深入一点，因为单纯的加仓，往往也很难解决所有问题，比如拿着成长性不确定的股票，手上没有更多子弹等等。特别是很多股票随着宏观环境的变化，它的估值预期，市场偏好都发生了变化，如果短时间没有催化因素，虽然底位加了仓，但是很长时间股价都起不来，也是影响投资效率的。对于下跌中的股票，最后总会有企稳的时候，至于反弹还是在地板上趴着，影响因素很多。但是有一种情况，能脱手就早点脱手，就是股票的基本面发生了重大变化，原先的成长逻辑遭到了破坏，这种股票未来的不确定性非常大，不是所有困境都能反转，比如中概教育股，哪怕浮亏很大，也不用留恋，把注意力集中在其它增长性好的股票，在这个坑上，我也是踩过了很多坑。那么如何判断手上的股票是不是这类股票呢？这类股票往往伴随着行业整体的萎缩，前景黯淡，比如前几年的中概互联网金融股，另外是出现重大暴雷，业绩连续2个季度以上同比，环比大幅下滑等等，总之哟用基本逻辑就能判断的明显变化。排除上面的情况，你手上的股票无论从行业基本面，业绩成长性都没有很大的问题，股价的下跌都有应对之道，我总结主要有三中途径：拐点前加仓，做波段降低成本，sell-covered-call赚期权费来降低损失。首先，拐点前加仓是所有投资朋友最常想到的方法，试图在股价触底反弹前加仓，但是触底不等于反弹，而且试图抄底有时候容易变成徒手接飞刀，最有效的加仓时间就是在股价迎来拐点之前，这个拐点可能不是最低点，但是却可以节省很多之前的时间和不确定性。那么如何寻找股价反弹的拐点呢？重点是要找到股价的催化因素，我把股价催化因素分为三个维度，宏观，行业和公司。大家看新闻关注美","listText":"今年2月份市场也经历过一波大幅下跌，当时写过一篇文章<a href=\"https://laohu8.com/TW/363689143\" target=\"_blank\">《市场下跌，加仓该怎么加》</a>，在现在的时间节点，这个话题我想再聊的深入一点，因为单纯的加仓，往往也很难解决所有问题，比如拿着成长性不确定的股票，手上没有更多子弹等等。特别是很多股票随着宏观环境的变化，它的估值预期，市场偏好都发生了变化，如果短时间没有催化因素，虽然底位加了仓，但是很长时间股价都起不来，也是影响投资效率的。对于下跌中的股票，最后总会有企稳的时候，至于反弹还是在地板上趴着，影响因素很多。但是有一种情况，能脱手就早点脱手，就是股票的基本面发生了重大变化，原先的成长逻辑遭到了破坏，这种股票未来的不确定性非常大，不是所有困境都能反转，比如中概教育股，哪怕浮亏很大，也不用留恋，把注意力集中在其它增长性好的股票，在这个坑上，我也是踩过了很多坑。那么如何判断手上的股票是不是这类股票呢？这类股票往往伴随着行业整体的萎缩，前景黯淡，比如前几年的中概互联网金融股，另外是出现重大暴雷，业绩连续2个季度以上同比，环比大幅下滑等等，总之哟用基本逻辑就能判断的明显变化。排除上面的情况，你手上的股票无论从行业基本面，业绩成长性都没有很大的问题，股价的下跌都有应对之道，我总结主要有三中途径：拐点前加仓，做波段降低成本，sell-covered-call赚期权费来降低损失。首先，拐点前加仓是所有投资朋友最常想到的方法，试图在股价触底反弹前加仓，但是触底不等于反弹，而且试图抄底有时候容易变成徒手接飞刀，最有效的加仓时间就是在股价迎来拐点之前，这个拐点可能不是最低点，但是却可以节省很多之前的时间和不确定性。那么如何寻找股价反弹的拐点呢？重点是要找到股价的催化因素，我把股价催化因素分为三个维度，宏观，行业和公司。大家看新闻关注美","text":"今年2月份市场也经历过一波大幅下跌，当时写过一篇文章《市场下跌，加仓该怎么加》，在现在的时间节点，这个话题我想再聊的深入一点，因为单纯的加仓，往往也很难解决所有问题，比如拿着成长性不确定的股票，手上没有更多子弹等等。特别是很多股票随着宏观环境的变化，它的估值预期，市场偏好都发生了变化，如果短时间没有催化因素，虽然底位加了仓，但是很长时间股价都起不来，也是影响投资效率的。对于下跌中的股票，最后总会有企稳的时候，至于反弹还是在地板上趴着，影响因素很多。但是有一种情况，能脱手就早点脱手，就是股票的基本面发生了重大变化，原先的成长逻辑遭到了破坏，这种股票未来的不确定性非常大，不是所有困境都能反转，比如中概教育股，哪怕浮亏很大，也不用留恋，把注意力集中在其它增长性好的股票，在这个坑上，我也是踩过了很多坑。那么如何判断手上的股票是不是这类股票呢？这类股票往往伴随着行业整体的萎缩，前景黯淡，比如前几年的中概互联网金融股，另外是出现重大暴雷，业绩连续2个季度以上同比，环比大幅下滑等等，总之哟用基本逻辑就能判断的明显变化。排除上面的情况，你手上的股票无论从行业基本面，业绩成长性都没有很大的问题，股价的下跌都有应对之道，我总结主要有三中途径：拐点前加仓，做波段降低成本，sell-covered-call赚期权费来降低损失。首先，拐点前加仓是所有投资朋友最常想到的方法，试图在股价触底反弹前加仓，但是触底不等于反弹，而且试图抄底有时候容易变成徒手接飞刀，最有效的加仓时间就是在股价迎来拐点之前，这个拐点可能不是最低点，但是却可以节省很多之前的时间和不确定性。那么如何寻找股价反弹的拐点呢？重点是要找到股价的催化因素，我把股价催化因素分为三个维度，宏观，行业和公司。大家看新闻关注美","images":[{"img":"https://static.tigerbbs.com/4c144b3167d67092cf76ae7c8ee419cb","width":"2289","height":"1526"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693797785","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187758744,"gmtCreate":1623765133388,"gmtModify":1631888373169,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ALF\">$Alfi Inc.(ALF)$</a>上去吧！📈[龇牙]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ALF\">$Alfi Inc.(ALF)$</a>上去吧！📈[龇牙]&nbsp;","text":"$Alfi Inc.(ALF)$上去吧！📈[龇牙]","images":[{"img":"https://static.tigerbbs.com/d3f5bff5f30d8ba21f55ad92a639adfd","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187758744","isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":131324413,"gmtCreate":1621829828232,"gmtModify":1631889261861,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"赞👍🏻","listText":"赞👍🏻","text":"赞👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131324413","repostId":"369984893","repostType":1,"repost":{"id":369984893,"gmtCreate":1613997842712,"gmtModify":1744802386320,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"46d9935c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558937605407666","idStr":"3558937605407666"},"themes":[],"title":"金龙鱼母公司太赚钱！要给股东特大SPECIAL DIVIDEND","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/F34.SI\">$丰益国际(F34.SI)$</a>&nbsp;“WILMAR”是<a target=\"_blank\" href=\"https://laohu8.com/S/300999\">$金龙鱼(300999)$</a>&nbsp;的母公司，持有金龙鱼的89.9%的股份。今天盘后，丰益国际披露年报[真香]&nbsp;这个年报和金龙鱼的2020年度业绩快报都非常非常好看[贱笑]&nbsp;那丰益国际真的是一个巨大的食品公司。公司在全球有10万多员工和500个工厂。公司在50个国家有业务。公司官方介绍如下：Wilmar International Limited是一家新加坡的农业综合企业。该公司从事油棕种植、油籽粉碎、食用油精炼、制糖精炼、消费品、特种脂肪、油脂化工、生物柴油和化肥的制造以及大米和面粉研磨等业务。其部门包括热带油（种植、制造与销售）、油籽与谷物（制造与消费品）、糖（粉碎、销售、精炼与消费品）和其他部门。该公司生产氮磷钾（NPK）复合肥，还从事钾肥、磷肥、氮肥等直接肥料及微量元素产品的销售业务。该公司主要从事大豆油粕、葵花籽油粕、棉籽油粕、菜籽油粕、花生油粕和玉米等油籽产品的加工、提炼、销售和分销业务。公司的2020年关键财务细节如下： 总收入为505亿美金，涨了19%[财迷]&nbsp;（金龙鱼的2020年收入为1949亿人民币，涨了14%[龇牙]&nbsp;）所以金龙鱼的收入组成丰益总收入之60% 公司有三个核心业务模块：食品，动物饲料+工业产品和种植园+糖厂。在公司的税前利润中，食品组成49%，动物饲料+工业产品组成34%，合作项目组成9%，种植园+糖厂组成4.5%，其他业务组成2.5%。 EBITDA为36亿美金，涨了19% 净利润为15亿美金，涨了19%[开心","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/F34.SI\">$丰益国际(F34.SI)$</a>&nbsp;“WILMAR”是<a target=\"_blank\" href=\"https://laohu8.com/S/300999\">$金龙鱼(300999)$</a>&nbsp;的母公司，持有金龙鱼的89.9%的股份。今天盘后，丰益国际披露年报[真香]&nbsp;这个年报和金龙鱼的2020年度业绩快报都非常非常好看[贱笑]&nbsp;那丰益国际真的是一个巨大的食品公司。公司在全球有10万多员工和500个工厂。公司在50个国家有业务。公司官方介绍如下：Wilmar International Limited是一家新加坡的农业综合企业。该公司从事油棕种植、油籽粉碎、食用油精炼、制糖精炼、消费品、特种脂肪、油脂化工、生物柴油和化肥的制造以及大米和面粉研磨等业务。其部门包括热带油（种植、制造与销售）、油籽与谷物（制造与消费品）、糖（粉碎、销售、精炼与消费品）和其他部门。该公司生产氮磷钾（NPK）复合肥，还从事钾肥、磷肥、氮肥等直接肥料及微量元素产品的销售业务。该公司主要从事大豆油粕、葵花籽油粕、棉籽油粕、菜籽油粕、花生油粕和玉米等油籽产品的加工、提炼、销售和分销业务。公司的2020年关键财务细节如下： 总收入为505亿美金，涨了19%[财迷]&nbsp;（金龙鱼的2020年收入为1949亿人民币，涨了14%[龇牙]&nbsp;）所以金龙鱼的收入组成丰益总收入之60% 公司有三个核心业务模块：食品，动物饲料+工业产品和种植园+糖厂。在公司的税前利润中，食品组成49%，动物饲料+工业产品组成34%，合作项目组成9%，种植园+糖厂组成4.5%，其他业务组成2.5%。 EBITDA为36亿美金，涨了19% 净利润为15亿美金，涨了19%[开心","text":"$丰益国际(F34.SI)$ “WILMAR”是$金龙鱼(300999)$ 的母公司，持有金龙鱼的89.9%的股份。今天盘后，丰益国际披露年报[真香] 这个年报和金龙鱼的2020年度业绩快报都非常非常好看[贱笑] 那丰益国际真的是一个巨大的食品公司。公司在全球有10万多员工和500个工厂。公司在50个国家有业务。公司官方介绍如下：Wilmar International Limited是一家新加坡的农业综合企业。该公司从事油棕种植、油籽粉碎、食用油精炼、制糖精炼、消费品、特种脂肪、油脂化工、生物柴油和化肥的制造以及大米和面粉研磨等业务。其部门包括热带油（种植、制造与销售）、油籽与谷物（制造与消费品）、糖（粉碎、销售、精炼与消费品）和其他部门。该公司生产氮磷钾（NPK）复合肥，还从事钾肥、磷肥、氮肥等直接肥料及微量元素产品的销售业务。该公司主要从事大豆油粕、葵花籽油粕、棉籽油粕、菜籽油粕、花生油粕和玉米等油籽产品的加工、提炼、销售和分销业务。公司的2020年关键财务细节如下： 总收入为505亿美金，涨了19%[财迷] （金龙鱼的2020年收入为1949亿人民币，涨了14%[龇牙] ）所以金龙鱼的收入组成丰益总收入之60% 公司有三个核心业务模块：食品，动物饲料+工业产品和种植园+糖厂。在公司的税前利润中，食品组成49%，动物饲料+工业产品组成34%，合作项目组成9%，种植园+糖厂组成4.5%，其他业务组成2.5%。 EBITDA为36亿美金，涨了19% 净利润为15亿美金，涨了19%[开心","images":[{"img":"https://static.tigerbbs.com/1947e5f73c8c9998d2a6cb8baddac433","width":"446","height":"274"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369984893","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131321017,"gmtCreate":1621829450539,"gmtModify":1631889261864,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131321017","repostId":"194756381","repostType":1,"repost":{"id":194756381,"gmtCreate":1621403859243,"gmtModify":1631886293255,"author":{"id":"3580176950942007","authorId":"3580176950942007","name":"三文培训","avatar":"https://static.tigerbbs.com/7c749607b2be94a5ffc54f4124b52a2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580176950942007","idStr":"3580176950942007"},"themes":[],"title":"5 只被低估的新加坡股票现可买入［2021 年 5 月］(二)","htmlText":"Credit to:&nbsp;https://newacademyoffinance.com/undervalued-stocks-in-singapore/被低估的新加坡股票 #3：城市发展<a target=\"_blank\" href=\"https://laohu8.com/S/C09.SI\">$城市发展(C09.SI)$</a>&nbsp;是新加坡最大的房地产开发商之一，市值 72亿新元。公司当前股价 7.89新元，市场设定的中位目标价格为 9.12新元，有 15.6%的上行空间。自从凯德集团近期宣布重组计划，有意分拆房地产开发业务和基金管理业务，市场就出现了各种传言。此后，城市发展表示，仍有可能为加强对股东的价值立场而采用重组计划。资料来源：雅虎财经自宣布重组计划以来，凯德集团大幅跑赢城市发展，年初迄今前者股价上涨 13.4%，后者下跌 2.1%。历史上，这两只股票的变化趋于同步。市场可能认为城市发展将在凯德集团之后宣布重组计划，因此基本对城市发展持买入评级。重组事件将成为该股票的短期催化剂。在覆盖该股票的分析师中，辉立证券最看好该股票，将目标股价设定为 10.68美元；然而自 2020年 8月以来，辉立证券已不再覆盖该股票。DBS Research的近期分析将覆盖该股票，目标价格定为 10.50美元。尽管新冠疫情影响了城市发展的大部分业务领域，特别是酒店行业，但目前股价已消化了大部分下行风险。城市发展的市净率为 0.7倍，接近其 5年平均值的 -1.5个标准差，DBS认为该公司具备优势，可以利用新冠疫情后的复苏阶段，但股票估值过低，因此难以让人忽视。&nbsp;DBS识别的关键风险仍旧在于政策悬而未决，政府可能引入其他冷却措施，削弱近期私人物业和组屋出现的价格上涨趋势。虽然房地产开发商股价可能下跌（如果引入政策收紧措施），但 DBS认为这可能是一种本能反应。因为","listText":"Credit to:&nbsp;https://newacademyoffinance.com/undervalued-stocks-in-singapore/被低估的新加坡股票 #3：城市发展<a target=\"_blank\" href=\"https://laohu8.com/S/C09.SI\">$城市发展(C09.SI)$</a>&nbsp;是新加坡最大的房地产开发商之一，市值 72亿新元。公司当前股价 7.89新元，市场设定的中位目标价格为 9.12新元，有 15.6%的上行空间。自从凯德集团近期宣布重组计划，有意分拆房地产开发业务和基金管理业务，市场就出现了各种传言。此后，城市发展表示，仍有可能为加强对股东的价值立场而采用重组计划。资料来源：雅虎财经自宣布重组计划以来，凯德集团大幅跑赢城市发展，年初迄今前者股价上涨 13.4%，后者下跌 2.1%。历史上，这两只股票的变化趋于同步。市场可能认为城市发展将在凯德集团之后宣布重组计划，因此基本对城市发展持买入评级。重组事件将成为该股票的短期催化剂。在覆盖该股票的分析师中，辉立证券最看好该股票，将目标股价设定为 10.68美元；然而自 2020年 8月以来，辉立证券已不再覆盖该股票。DBS Research的近期分析将覆盖该股票，目标价格定为 10.50美元。尽管新冠疫情影响了城市发展的大部分业务领域，特别是酒店行业，但目前股价已消化了大部分下行风险。城市发展的市净率为 0.7倍，接近其 5年平均值的 -1.5个标准差，DBS认为该公司具备优势，可以利用新冠疫情后的复苏阶段，但股票估值过低，因此难以让人忽视。&nbsp;DBS识别的关键风险仍旧在于政策悬而未决，政府可能引入其他冷却措施，削弱近期私人物业和组屋出现的价格上涨趋势。虽然房地产开发商股价可能下跌（如果引入政策收紧措施），但 DBS认为这可能是一种本能反应。因为","text":"Credit to: https://newacademyoffinance.com/undervalued-stocks-in-singapore/被低估的新加坡股票 #3：城市发展$城市发展(C09.SI)$ 是新加坡最大的房地产开发商之一，市值 72亿新元。公司当前股价 7.89新元，市场设定的中位目标价格为 9.12新元，有 15.6%的上行空间。自从凯德集团近期宣布重组计划，有意分拆房地产开发业务和基金管理业务，市场就出现了各种传言。此后，城市发展表示，仍有可能为加强对股东的价值立场而采用重组计划。资料来源：雅虎财经自宣布重组计划以来，凯德集团大幅跑赢城市发展，年初迄今前者股价上涨 13.4%，后者下跌 2.1%。历史上，这两只股票的变化趋于同步。市场可能认为城市发展将在凯德集团之后宣布重组计划，因此基本对城市发展持买入评级。重组事件将成为该股票的短期催化剂。在覆盖该股票的分析师中，辉立证券最看好该股票，将目标股价设定为 10.68美元；然而自 2020年 8月以来，辉立证券已不再覆盖该股票。DBS Research的近期分析将覆盖该股票，目标价格定为 10.50美元。尽管新冠疫情影响了城市发展的大部分业务领域，特别是酒店行业，但目前股价已消化了大部分下行风险。城市发展的市净率为 0.7倍，接近其 5年平均值的 -1.5个标准差，DBS认为该公司具备优势，可以利用新冠疫情后的复苏阶段，但股票估值过低，因此难以让人忽视。 DBS识别的关键风险仍旧在于政策悬而未决，政府可能引入其他冷却措施，削弱近期私人物业和组屋出现的价格上涨趋势。虽然房地产开发商股价可能下跌（如果引入政策收紧措施），但 DBS认为这可能是一种本能反应。因为","images":[{"img":"https://static.tigerbbs.com/8d6d7ddd3644f04df30196afec673007","width":"668","height":"351"},{"img":"https://static.tigerbbs.com/6d5db92c64e926d4909944ad6bd798ed","width":"645","height":"253"},{"img":"https://static.tigerbbs.com/e11df2c3ebe52e814065b1772e24a4db","width":"685","height":"399"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194756381","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372482195,"gmtCreate":1619234057017,"gmtModify":1631889261866,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372482195","repostId":"372073131","repostType":1,"repost":{"id":372073131,"gmtCreate":1619163991121,"gmtModify":1744960670058,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"巴菲特去年在哪支股票上赚的最多？","htmlText":"2021年的股东大会一周后就召开了，在大会开始之前，不妨做做功课，看看股神巴菲特去年的炒股战绩如何？顺便捋一捋带给我们的启示。 根据2021年巴菲特给股东的信，截止2020年底，伯克希尔的15大重仓股如下： 其中，苹果是伯克希尔第一大重仓股，持仓市值1204亿美元，占持仓比重为42.8%；第二大重仓股是美国银行，持仓市值313亿美元；第三大重仓股可口可乐，持仓市值219亿美元。 比亚迪因去年大涨424%，挤进伯克希尔第八大重仓股，市值58.97亿美元，盈利幅度超25倍！ 从2020年的持仓来看，苹果是伯克希尔赚钱最多的票，单支个股盈利金额达到了893亿美元！ 在苹果身上赚到的钱远超持股33年的可口可乐，令人惊讶的是，苹果还是巴菲特买入为数不多的科技股！ 从2016年押注苹果，到2020年赚下893亿美元，短短几年，股神再度惊艳世人。 虽然伯克希尔有15支重仓股，但集中在电子、金融、饮料、电信、汽车和医药几个行业上，尤其是金融行业，伯克希尔持有美国运通、美国银行、美国合众银行和纽约梅隆银行，足见巴菲特对金融股的喜爱。 然而，受疫情影响，金融行业在去年严重跑输指数，伯克希尔金融持仓股跌幅在3%-21%之间，是伯克希尔去年跑输标普500指数的主要原因。 当然，资本市场没有永远上涨的股票。2021年开年，去年表现最好的比亚迪下跌12%、苹果下跌0.6%，跑输指数的美国运通，今年大展手脚，股价大涨22%。 风水轮流转，今年到传统行业，股神的布局两头讨好，不失为绝佳的策略。 复盘股神在2020年的收益，有几点感触： 1.&nbsp;&nbsp;账户收益率主要由一两支重仓股贡献，摊大饼不一定是分散风险，更有可能是让收益率变得平庸； 2.&nbsp;&nbsp;巴菲特很喜欢银行股，但复盘银行股历年来的走势，稳中有余，进攻性不足，躺在银行股上赚确定性的钱可以，但指望靠银行股跑赢指数变得稍加困","listText":"2021年的股东大会一周后就召开了，在大会开始之前，不妨做做功课，看看股神巴菲特去年的炒股战绩如何？顺便捋一捋带给我们的启示。 根据2021年巴菲特给股东的信，截止2020年底，伯克希尔的15大重仓股如下： 其中，苹果是伯克希尔第一大重仓股，持仓市值1204亿美元，占持仓比重为42.8%；第二大重仓股是美国银行，持仓市值313亿美元；第三大重仓股可口可乐，持仓市值219亿美元。 比亚迪因去年大涨424%，挤进伯克希尔第八大重仓股，市值58.97亿美元，盈利幅度超25倍！ 从2020年的持仓来看，苹果是伯克希尔赚钱最多的票，单支个股盈利金额达到了893亿美元！ 在苹果身上赚到的钱远超持股33年的可口可乐，令人惊讶的是，苹果还是巴菲特买入为数不多的科技股！ 从2016年押注苹果，到2020年赚下893亿美元，短短几年，股神再度惊艳世人。 虽然伯克希尔有15支重仓股，但集中在电子、金融、饮料、电信、汽车和医药几个行业上，尤其是金融行业，伯克希尔持有美国运通、美国银行、美国合众银行和纽约梅隆银行，足见巴菲特对金融股的喜爱。 然而，受疫情影响，金融行业在去年严重跑输指数，伯克希尔金融持仓股跌幅在3%-21%之间，是伯克希尔去年跑输标普500指数的主要原因。 当然，资本市场没有永远上涨的股票。2021年开年，去年表现最好的比亚迪下跌12%、苹果下跌0.6%，跑输指数的美国运通，今年大展手脚，股价大涨22%。 风水轮流转，今年到传统行业，股神的布局两头讨好，不失为绝佳的策略。 复盘股神在2020年的收益，有几点感触： 1.&nbsp;&nbsp;账户收益率主要由一两支重仓股贡献，摊大饼不一定是分散风险，更有可能是让收益率变得平庸； 2.&nbsp;&nbsp;巴菲特很喜欢银行股，但复盘银行股历年来的走势，稳中有余，进攻性不足，躺在银行股上赚确定性的钱可以，但指望靠银行股跑赢指数变得稍加困","text":"2021年的股东大会一周后就召开了，在大会开始之前，不妨做做功课，看看股神巴菲特去年的炒股战绩如何？顺便捋一捋带给我们的启示。 根据2021年巴菲特给股东的信，截止2020年底，伯克希尔的15大重仓股如下： 其中，苹果是伯克希尔第一大重仓股，持仓市值1204亿美元，占持仓比重为42.8%；第二大重仓股是美国银行，持仓市值313亿美元；第三大重仓股可口可乐，持仓市值219亿美元。 比亚迪因去年大涨424%，挤进伯克希尔第八大重仓股，市值58.97亿美元，盈利幅度超25倍！ 从2020年的持仓来看，苹果是伯克希尔赚钱最多的票，单支个股盈利金额达到了893亿美元！ 在苹果身上赚到的钱远超持股33年的可口可乐，令人惊讶的是，苹果还是巴菲特买入为数不多的科技股！ 从2016年押注苹果，到2020年赚下893亿美元，短短几年，股神再度惊艳世人。 虽然伯克希尔有15支重仓股，但集中在电子、金融、饮料、电信、汽车和医药几个行业上，尤其是金融行业，伯克希尔持有美国运通、美国银行、美国合众银行和纽约梅隆银行，足见巴菲特对金融股的喜爱。 然而，受疫情影响，金融行业在去年严重跑输指数，伯克希尔金融持仓股跌幅在3%-21%之间，是伯克希尔去年跑输标普500指数的主要原因。 当然，资本市场没有永远上涨的股票。2021年开年，去年表现最好的比亚迪下跌12%、苹果下跌0.6%，跑输指数的美国运通，今年大展手脚，股价大涨22%。 风水轮流转，今年到传统行业，股神的布局两头讨好，不失为绝佳的策略。 复盘股神在2020年的收益，有几点感触： 1. 账户收益率主要由一两支重仓股贡献，摊大饼不一定是分散风险，更有可能是让收益率变得平庸； 2. 巴菲特很喜欢银行股，但复盘银行股历年来的走势，稳中有余，进攻性不足，躺在银行股上赚确定性的钱可以，但指望靠银行股跑赢指数变得稍加困","images":[{"img":"https://static.tigerbbs.com/3519f8874bc25d68884ea171ca82b362","width":"1104","height":"612"},{"img":"https://static.tigerbbs.com/114f51c5a47d4efe2333c402b6b48520","width":"896","height":"520"},{"img":"https://static.tigerbbs.com/b3f78a3842a90e0bd9945f218fa03e15","width":"506","height":"553"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372073131","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372632287,"gmtCreate":1619197610749,"gmtModify":1631885600126,"author":{"id":"3578628569894285","authorId":"3578628569894285","name":"gthhh27","avatar":"https://static.tigerbbs.com/0306bd3a0637ed7949919f60322fa183","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578628569894285","idStr":"3578628569894285"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>👍🏻","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>👍🏻","text":"$新加坡航空公司(C6L.SI)$👍🏻","images":[{"img":"https://static.tigerbbs.com/d3b54e103da610cba6554a3ea3f1c955","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372632287","isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}