Saras的个人主页 - 老虎社区

Saras

Saras

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2021-11-10

👍🏼

@看遍世界景赚足天下钱:不能太经验主义

2021-09-30

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@晚点LatePost:晚点独家丨恒大汽车要放假了

2021-09-18

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@鑫鑫洋:参与晒晒家乡的月亮活动第一张拍摄于天津市津门津塔，第二张拍摄于长焦月球表面，第三张借用我虎个元素。@小虎活动这样符合要求吗？请回复一下，谢谢啦！

2021-09-18

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@鑫鑫洋:参与晒晒家乡的月亮活动第一张拍摄于天津市津门津塔，第二张拍摄于长焦月球表面，第三张借用我虎个元素。@小虎活动这样符合要求吗？请回复一下，谢谢啦！

2021-09-16

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@gugu:中证500定投停止，安心持有

2021-09-10

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@UTOtrader:$Tiger Brokers(TIGR)$ppowering down to 13.01

2021-09-05

👍🏼//@鑫鑫Jason:[Cover your face] Good words are hard to persuade...! Don't say it, it doesn't sound good!

@毕肯证券学院:美股大盘涨不停，自己账户却不动？谜底在这里

2021-08-04

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抱歉，原内容已删除

2021-07-26

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抱歉，原内容已删除

2021-07-23

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抱歉，原内容已删除

2021-07-23

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抱歉，原内容已删除

2021-07-16

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抱歉，原内容已删除

2021-07-16

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抱歉，原内容已删除

2021-07-07

Great info

抱歉，原内容已删除

2021-07-07

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抱歉，原内容已删除

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文 | 王海璐编辑 | 程曼祺十一节后，恒大汽车的很多员工可能并不需要如期到岗。多位恒大汽车的员工对《晚点 LatePost》表示，他们所在的部门通知十一假期后继续休假到 10 月底。与恒驰 5、恒驰 6 两款车无关的研发人员，上海和广州南沙制造基地的大部分生产人员都将参与轮休。目前恒大汽车通知休假是 “带薪” 的，但多位员工表示，他们与恒大签的劳动合同，薪资结构由底薪加绩效构成，每月 5 日、20 日各发一半。“带薪” 的最低发放标准实际上是半薪。一位上海的员工表示，现在办公室里人心惶惶，“大家都在刷简历。”2019 年 8 月，恒大发布新品牌 “恒驰”，委托外部设计公司同时开发十几款车，称 2025 年实现年产销 100 万辆，2035 年则要超过 500 万辆。两年来，恒大围绕产业链上游大举投资、收购，在多地建设工厂。但研发进展并不顺利，这一问题正随着恒大集团资金链紧张而进一步放大。一位恒大研究院的研发人员表示，恒大汽车今年上半年有 6 个车型项目在同步开发，但不久前停止了其他项目，只保留进展最快的恒驰 5、恒驰 6。原计划用来生产这两款车的广州、上海工厂，目前已经停止投产准备。一部分负责生产的外包工程人员已经被遣散。恒驰 5 从广州运到天津继续生产，上海和广州基地的生产人员也被分批抽调到天津支援。恒大汽车在天津、上海、广州均设有工厂和研究院。天津工厂由恒大汽车收购的 NEVS（国能汽车）兴建，具备生产资质。广州和上海工厂均为恒大建设，但不具备生产资质。一位知情人士称，恒大起初可能希望曲线拿牌，但随着资金问题愈发严重，把恒驰 5 运到天津工厂生产的可行性更高。但天津工厂的生产设备是按照此前国能 “NEVS 93” 车型设计的，现在用来生产恒驰 5，还需要重新对生产线进行改造。恒大汽车的资金链问题已经不是秘密。恒大汽车曾在去年 9 月","listText":"恒大汽车的资金链问题已经不是秘密。 文 | 王海璐编辑 | 程曼祺十一节后，恒大汽车的很多员工可能并不需要如期到岗。多位恒大汽车的员工对《晚点 LatePost》表示，他们所在的部门通知十一假期后继续休假到 10 月底。与恒驰 5、恒驰 6 两款车无关的研发人员，上海和广州南沙制造基地的大部分生产人员都将参与轮休。目前恒大汽车通知休假是 “带薪” 的，但多位员工表示，他们与恒大签的劳动合同，薪资结构由底薪加绩效构成，每月 5 日、20 日各发一半。“带薪” 的最低发放标准实际上是半薪。一位上海的员工表示，现在办公室里人心惶惶，“大家都在刷简历。”2019 年 8 月，恒大发布新品牌 “恒驰”，委托外部设计公司同时开发十几款车，称 2025 年实现年产销 100 万辆，2035 年则要超过 500 万辆。两年来，恒大围绕产业链上游大举投资、收购，在多地建设工厂。但研发进展并不顺利，这一问题正随着恒大集团资金链紧张而进一步放大。一位恒大研究院的研发人员表示，恒大汽车今年上半年有 6 个车型项目在同步开发，但不久前停止了其他项目，只保留进展最快的恒驰 5、恒驰 6。原计划用来生产这两款车的广州、上海工厂，目前已经停止投产准备。一部分负责生产的外包工程人员已经被遣散。恒驰 5 从广州运到天津继续生产，上海和广州基地的生产人员也被分批抽调到天津支援。恒大汽车在天津、上海、广州均设有工厂和研究院。天津工厂由恒大汽车收购的 NEVS（国能汽车）兴建，具备生产资质。广州和上海工厂均为恒大建设，但不具备生产资质。一位知情人士称，恒大起初可能希望曲线拿牌，但随着资金问题愈发严重，把恒驰 5 运到天津工厂生产的可行性更高。但天津工厂的生产设备是按照此前国能 “NEVS 93” 车型设计的，现在用来生产恒驰 5，还需要重新对生产线进行改造。恒大汽车的资金链问题已经不是秘密。恒大汽车曾在去年 9 月","text":"恒大汽车的资金链问题已经不是秘密。 文 | 王海璐编辑 | 程曼祺十一节后，恒大汽车的很多员工可能并不需要如期到岗。多位恒大汽车的员工对《晚点 LatePost》表示，他们所在的部门通知十一假期后继续休假到 10 月底。与恒驰 5、恒驰 6 两款车无关的研发人员，上海和广州南沙制造基地的大部分生产人员都将参与轮休。目前恒大汽车通知休假是 “带薪” 的，但多位员工表示，他们与恒大签的劳动合同，薪资结构由底薪加绩效构成，每月 5 日、20 日各发一半。“带薪” 的最低发放标准实际上是半薪。一位上海的员工表示，现在办公室里人心惶惶，“大家都在刷简历。”2019 年 8 月，恒大发布新品牌 “恒驰”，委托外部设计公司同时开发十几款车，称 2025 年实现年产销 100 万辆，2035 年则要超过 500 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、17%沪深300加强 、8%中证1000加强。——整体策略：定投低估、roe趋势性上行的宽指，高估时卖出（80%百分位以上）；——沪深300的pe在12左右，10年的pe百分位50%时，定投买入；——中证500，定投结束，9月13日，中证500最后一次定投；——中概50：定投中，当日下跌2%卖入，已买入5万（9月8日、9月9日、9月14日）。组合目前盈利3.5%，每周定投1-2次。今天重点说说为什么中证500定投暂停。自从7月18日发文《<a href=\"https://laohu8.com/TW/173310891\" target=\"_blank\">中证500，一路向北</a>》文中已有2个月，估计大多数人是挣钱的。为什么今年白马业绩普遍承压，而中证500指数成分股盈利增长这么高呢？查询一下中证500的行业组成，其实就能明白。它是一个资源11.1%（金属&amp;矿）+9.7%化工+电器设备6.1%+电子设备5.3%+半导体5.3%+航空国防3.8%的股票组合，以上行业占比41%。上半年，周期股（石油、煤炭、化工）涨幅惊人，每股收益提升，股价翻了一番，pe还是在低位，有的甚至比年初还低。半导体、国防、电子设备，也是一直涨，这里面既有上半年营收利润的提升，也有行业前景的想象空间。之前我从pe角度看，觉得中证500极端低估，10年pe百分位是9.6%。近日，顾虑到中证500的成分股有一定的周期性，我又用近10年的pb百分位看，当前PB=2.2，大约在40%分位点。实际上估值不算极端低估。（见图1）图1：中证500近10年PB和收盘点位搞明白这个问题，也让我一直的疑惑找到答案。今年4月下旬开始，中证500pe（蓝色线）向下，股价","listText":"鉴于“能打能抗6人组”组合消费为主，估值较高。2021年4月底，我开始定投“不动如山的稳健低估组合”。目前持仓：45%中证500加强、30%中概50 、17%沪深300加强 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、8%中证1000加强。——整体策略：定投低估、roe趋势性上行的宽指，高估时卖出（80%百分位以上）；——沪深300的pe在12左右，10年的pe百分位50%时，定投买入；——中证500，定投结束，9月13日，中证500最后一次定投；——中概50：定投中，当日下跌2%卖入，已买入5万（9月8日、9月9日、9月14日）。组合目前盈利3.5%，每周定投1-2次。今天重点说说为什么中证500定投暂停。自从7月18日发文《中证500，一路向北》文中已有2个月，估计大多数人是挣钱的。为什么今年白马业绩普遍承压，而中证500指数成分股盈利增长这么高呢？查询一下中证500的行业组成，其实就能明白。它是一个资源11.1%（金属&矿）+9.7%化工+电器设备6.1%+电子设备5.3%+半导体5.3%+航空国防3.8%的股票组合，以上行业占比41%。上半年，周期股（石油、煤炭、化工）涨幅惊人，每股收益提升，股价翻了一番，pe还是在低位，有的甚至比年初还低。半导体、国防、电子设备，也是一直涨，这里面既有上半年营收利润的提升，也有行业前景的想象空间。之前我从pe角度看，觉得中证500极端低估，10年pe百分位是9.6%。近日，顾虑到中证500的成分股有一定的周期性，我又用近10年的pb百分位看，当前PB=2.2，大约在40%分位点。实际上估值不算极端低估。（见图1）图1：中证500近10年PB和收盘点位搞明白这个问题，也让我一直的疑惑找到答案。今年4月下旬开始，中证500pe（蓝色线）向下，股价","images":[{"img":"https://static.tigerbbs.com/788290004185aa0c316fdcbcf20fb70b","width":"688","height":"323"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882546384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881330242,"gmtCreate":1631289781586,"gmtModify":1631887313580,"author":{"id":"3586338902882279","authorId":"3586338902882279","name":"Saras","avatar":"https://static.tigerbbs.com/2bf0de0dd3a4c083e202aad7b1bc71ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586338902882279","idStr":"3586338902882279"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881330242","repostId":"881941402","repostType":1,"repost":{"id":881941402,"gmtCreate":1631287383906,"gmtModify":1631883628079,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>ppowering down to 13.01","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>ppowering down to 13.01","text":"$Tiger Brokers(TIGR)$ppowering down to 13.01","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881941402","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814612226,"gmtCreate":1630812037265,"gmtModify":1631887313593,"author":{"id":"3586338902882279","authorId":"3586338902882279","name":"Saras","avatar":"https://static.tigerbbs.com/2bf0de0dd3a4c083e202aad7b1bc71ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586338902882279","idStr":"3586338902882279"},"themes":[],"htmlText":"👍🏼//<a href=\"https://laohu8.com/U/3443259955812259\">@鑫鑫Jason</a>:[Cover your face] &nbsp; Good words are hard to persuade...! Don't say it, it doesn't sound good!","listText":"👍🏼//<a href=\"https://laohu8.com/U/3443259955812259\">@鑫鑫Jason</a>:[Cover your face] &nbsp; Good words are hard to persuade...! Don't say it, it doesn't sound good!","text":"👍🏼//@鑫鑫Jason:[Cover your face] Good words are hard to persuade...! Don't say it, it doesn't sound good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814612226","repostId":"814041366","repostType":1,"repost":{"id":814041366,"gmtCreate":1630732661855,"gmtModify":1630742789495,"author":{"id":"3568953285250743","authorId":"3568953285250743","name":"毕肯证券学院","avatar":"https://static.tigerbbs.com/80e5d5a312be5a119aed23e589ea95e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568953285250743","idStr":"3568953285250743"},"themes":[],"title":"美股大盘涨不停，自己账户却不动？谜底在这里","htmlText":"本期【毕肯说：美股投资】来自毕肯证券学院【船老大老师】：1. 二季度美股大盘涨不停，但数据显示散户们却是亏损2. 原因一: 国内散户投资美股多操盘中概股3. 中概股是美股里的小众，值得投资的优质标的很少。目前大环境对中概股也不友好。4. 原因二: 国内投资者基于国内市场产生的美股热点认知偏差。国内的热点在美股里却可能并非热点，比如太阳能，电动车。另外由于思维定势，有人沉浸于过去，持续追逐过往强势股如电动车TSLA5. 原因三，恐\"高\"心理作祟。此\"高\"非大盘高位，而是很多优质股的\"高\"价格。\"高\"价优质股通常好赚钱，因为机构多看好此类股票。6. 原因四，近来股市板块飞速轮转。指数涨，但很多个股板块却可能会跌。简单buy and hold不奏效。7. 原因五，风控不到位。美股投资风控的一个有效工具是对冲。8.小结，美股入门易，赚钱难。美股交易知识储备，交易系统很重要美股大盘涨不停，自己账户却不动？谜底在这里<a href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a><a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a>","listText":"本期【毕肯说：美股投资】来自毕肯证券学院【船老大老师】：1. 二季度美股大盘涨不停，但数据显示散户们却是亏损2. 原因一: 国内散户投资美股多操盘中概股3. 中概股是美股里的小众，值得投资的优质标的很少。目前大环境对中概股也不友好。4. 原因二: 国内投资者基于国内市场产生的美股热点认知偏差。国内的热点在美股里却可能并非热点，比如太阳能，电动车。另外由于思维定势，有人沉浸于过去，持续追逐过往强势股如电动车TSLA5. 原因三，恐\"高\"心理作祟。此\"高\"非大盘高位，而是很多优质股的\"高\"价格。\"高\"价优质股通常好赚钱，因为机构多看好此类股票。6. 原因四，近来股市板块飞速轮转。指数涨，但很多个股板块却可能会跌。简单buy and hold不奏效。7. 原因五，风控不到位。美股投资风控的一个有效工具是对冲。8.小结，美股入门易，赚钱难。美股交易知识储备，交易系统很重要美股大盘涨不停，自己账户却不动？谜底在这里<a href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a><a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a>","text":"本期【毕肯说：美股投资】来自毕肯证券学院【船老大老师】：1. 二季度美股大盘涨不停，但数据显示散户们却是亏损2. 原因一: 国内散户投资美股多操盘中概股3. 中概股是美股里的小众，值得投资的优质标的很少。目前大环境对中概股也不友好。4. 原因二: 国内投资者基于国内市场产生的美股热点认知偏差。国内的热点在美股里却可能并非热点，比如太阳能，电动车。另外由于思维定势，有人沉浸于过去，持续追逐过往强势股如电动车TSLA5. 原因三，恐\"高\"心理作祟。此\"高\"非大盘高位，而是很多优质股的\"高\"价格。\"高\"价优质股通常好赚钱，因为机构多看好此类股票。6. 原因四，近来股市板块飞速轮转。指数涨，但很多个股板块却可能会跌。简单buy and hold不奏效。7. 原因五，风控不到位。美股投资风控的一个有效工具是对冲。8.小结，美股入门易，赚钱难。美股交易知识储备，交易系统很重要美股大盘涨不停，自己账户却不动？谜底在这里$罗素2000指数ETF(IWM)$$标普500ETF(SPY)$$纳指ETF(QQQ)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814041366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890126788,"gmtCreate":1628087701344,"gmtModify":1631885865431,"author":{"id":"3586338902882279","authorId":"3586338902882279","name":"Saras","avatar":"https://static.tigerbbs.com/2bf0de0dd3a4c083e202aad7b1bc71ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586338902882279","idStr":"3586338902882279"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890126788","repostId":"2156060681","repostType":4,"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800903922,"gmtCreate":1627269167866,"gmtModify":1631885865491,"author":{"id":"3586338902882279","authorId":"3586338902882279","name":"Saras","avatar":"https://static.tigerbbs.com/2bf0de0dd3a4c083e202aad7b1bc71ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586338902882279","idStr":"3586338902882279"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800903922","repostId":"1143726595","repostType":4,"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175160641,"gmtCreate":1627014359483,"gmtModify":1631885865561,"author":{"id":"3586338902882279","authorId":"3586338902882279","name":"Saras","avatar":"https://static.tigerbbs.com/2bf0de0dd3a4c083e202aad7b1bc71ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586338902882279","idStr":"3586338902882279"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175160641","repostId":"2153918609","repostType":4,"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175187150,"gmtCreate":1627014271670,"gmtModify":1631885865621,"author":{"id":"3586338902882279","authorId":"3586338902882279","name":"Saras","avatar":"https://static.tigerbbs.com/2bf0de0dd3a4c083e202aad7b1bc71ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586338902882279","idStr":"3586338902882279"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175187150","repostId":"2153793716","repostType":4,"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170531304,"gmtCreate":1626441593108,"gmtModify":1631887313603,"author":{"id":"3586338902882279","authorId":"3586338902882279","name":"Saras","avatar":"https://static.tigerbbs.com/2bf0de0dd3a4c083e202aad7b1bc71ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586338902882279","idStr":"3586338902882279"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170531304","repostId":"1166259454","repostType":4,"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170533971,"gmtCreate":1626441519993,"gmtModify":1631885865581,"author":{"id":"3586338902882279","authorId":"3586338902882279","name":"Saras","avatar":"https://static.tigerbbs.com/2bf0de0dd3a4c083e202aad7b1bc71ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586338902882279","idStr":"3586338902882279"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170533971","repostId":"1130848269","repostType":4,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140041881,"gmtCreate":1625621104343,"gmtModify":1631885865508,"author":{"id":"3586338902882279","authorId":"3586338902882279","n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