+关注
阿狸趴趴
暂无个人介绍
IP属地:北京
56
关注
0
粉丝
0
主题
0
勋章
主贴
热门
阿狸趴趴
2022-03-05
$中国银行(03988)$
👍
阿狸趴趴
2022-03-04
$恒生科技ETF(03032)$
👍
阿狸趴趴
2022-03-03
$FL二南方恒指(07200)$
👍
阿狸趴趴
2022-03-02
$恒生科技ETF(03032)$
[微笑]
阿狸趴趴
2022-03-01
$阿里巴巴-SW(09988)$
👍
阿狸趴趴
2022-02-28
这篇文章不错,转发给大家看
@大叔观点时间:微软体量庞大,突飞困难,但是我们选择做多
阿狸趴趴
2022-02-28
这篇文章不错,转发给大家看
@爱上趋势股:芒格坚持买入阿里巴巴的原因是什么?
阿狸趴趴
2022-02-28
这篇文章不错,转发给大家看
@港股先锋队:俄乌冲突不断升级 环球新材国际等新材料企业或将受益宏观影响
阿狸趴趴
2022-02-24
$中国平安(02318)$
👍
阿狸趴趴
2022-02-23
$腾讯控股(00700)$
👍
阿狸趴趴
2022-02-22
$快手-W(01024)$
关注
阿狸趴趴
2022-02-21
$美团-W(03690)$
👍
阿狸趴趴
2022-02-20
$叮咚买菜(DDL)$
关注
阿狸趴趴
2022-02-19
$德州仪器(TXN)$
👍
阿狸趴趴
2022-02-17
$阿里巴巴-SW(09988)$
买入
阿狸趴趴
2022-02-13
$中国ETF-iShares MSCI(MCHI)$
关注
阿狸趴趴
2022-02-11
$阿里巴巴-SW(09988)$
买入
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4100785306164510","uuid":"4100785306164510","gmtCreate":1637683026276,"gmtModify":1640087703881,"name":"阿狸趴趴","pinyin":"elppelipapa","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":56,"tweetSize":17,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"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":"2022.04.21","exceedPercentage":"60.10%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":632261473,"gmtCreate":1646472896307,"gmtModify":1646472896307,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03988\">$中国银行(03988)$</a>👍","listText":"<a href=\"https://laohu8.com/S/03988\">$中国银行(03988)$</a>👍","text":"$中国银行(03988)$👍","images":[{"img":"https://static.tigerbbs.com/e0bd1978fe7b2c2ae4a441d743c098d9","width":"1080","height":"3129"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632261473","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":632690252,"gmtCreate":1646377184079,"gmtModify":1646377184079,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$</a>👍","listText":"<a href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$</a>👍","text":"$恒生科技ETF(03032)$👍","images":[{"img":"https://static.tigerbbs.com/78a10c12a2b810e2777430a3330b67cc","width":"1080","height":"2931"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632690252","isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":632379674,"gmtCreate":1646275660430,"gmtModify":1646275660430,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/07200\">$FL二南方恒指(07200)$</a>👍","listText":"<a href=\"https://laohu8.com/S/07200\">$FL二南方恒指(07200)$</a>👍","text":"$FL二南方恒指(07200)$👍","images":[{"img":"https://static.tigerbbs.com/676f75a1dfaefe3f368410b89f3a2e23","width":"1080","height":"2931"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632379674","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":632989534,"gmtCreate":1646198109331,"gmtModify":1646198109331,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$</a>[微笑] ","listText":"<a href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$</a>[微笑] ","text":"$恒生科技ETF(03032)$[微笑]","images":[{"img":"https://static.tigerbbs.com/5a1dd755be2c365a8be62c35943c51bf","width":"1080","height":"2931"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632989534","isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636754829,"gmtCreate":1646116928599,"gmtModify":1646116928599,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>👍","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>👍","text":"$阿里巴巴-SW(09988)$👍","images":[{"img":"https://static.tigerbbs.com/3f124fd1f92e4d2e86791721ea05989f","width":"1080","height":"3030"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636754829","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636554814,"gmtCreate":1646022051748,"gmtModify":1646022051748,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636554814","repostId":"638268752","repostType":1,"repost":{"id":638268752,"gmtCreate":1645364945186,"gmtModify":1645392227649,"author":{"id":"3537499478386870","authorId":"3537499478386870","name":"大叔观点时间","avatar":"https://static.tigerbbs.com/aea86f242be3b8d003e109794195153c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537499478386870","authorIdStr":"3537499478386870"},"themes":[],"title":"微软体量庞大,突飞困难,但是我们选择做多","htmlText":"今年,<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 可以说表现非常亮眼了!在成功收购心心念念的动视暴雪之后,Q2财报营收利润双超预期,而且还在2021年底拿到了雅虎金融年度最佳公司,市值突破2万亿美元!但是,它的股价却波动剧烈,上下横跳,甚至有走衰的趋势,有人觉得微软体量庞大,突飞困难,也有人觉得微软老了,但是我们现在选择做多微软。原因有四:01业务结构微软在过去47年的表现虽然并不惊艳,但胜在稳定,在传统的软件之外,尝试了一些新的转型产品。2013年,随着整体市场的转暖,微软也完成了它的转型,根据前景规划,公司分成了4个部门:操作系统、应用软件、云服务、和硬件设备。市场对这样的调整也给出肯定,其股价从约30刀,涨到270刀(截止2021年上半年),8年9倍,平均每年的复合回报31%。也就是说,最近这8年,增长的速度要超过整体35年的平均速度。也就是说投资界又重新看好了它的股价和未来。为什么会有这样的情况,我们试着从它的业务规划来解读一下:· 个人计算(含操作系统Windows等)。视窗继续在作贡献,这个阶段推出了Windows 10, 大叔正在用这个,2021年Windows 11也出来了,用操作系统来统治整个生态,依然是它的强项,全球月活跃用户超15亿,几乎人人都要用。· 生产力和业务流程(含应用软件、如Office,领英等)。这个阶段推出了Office 365,大叔也在用Office、也在用领英,原来电脑本地安装的软件,现在变成了一个云里的应用软件和软件服务,每年付年费,自动更新。Office的用户以数十亿计,也是人人都要用。· &nb","listText":"今年,<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 可以说表现非常亮眼了!在成功收购心心念念的动视暴雪之后,Q2财报营收利润双超预期,而且还在2021年底拿到了雅虎金融年度最佳公司,市值突破2万亿美元!但是,它的股价却波动剧烈,上下横跳,甚至有走衰的趋势,有人觉得微软体量庞大,突飞困难,也有人觉得微软老了,但是我们现在选择做多微软。原因有四:01业务结构微软在过去47年的表现虽然并不惊艳,但胜在稳定,在传统的软件之外,尝试了一些新的转型产品。2013年,随着整体市场的转暖,微软也完成了它的转型,根据前景规划,公司分成了4个部门:操作系统、应用软件、云服务、和硬件设备。市场对这样的调整也给出肯定,其股价从约30刀,涨到270刀(截止2021年上半年),8年9倍,平均每年的复合回报31%。也就是说,最近这8年,增长的速度要超过整体35年的平均速度。也就是说投资界又重新看好了它的股价和未来。为什么会有这样的情况,我们试着从它的业务规划来解读一下:· 个人计算(含操作系统Windows等)。视窗继续在作贡献,这个阶段推出了Windows 10, 大叔正在用这个,2021年Windows 11也出来了,用操作系统来统治整个生态,依然是它的强项,全球月活跃用户超15亿,几乎人人都要用。· 生产力和业务流程(含应用软件、如Office,领英等)。这个阶段推出了Office 365,大叔也在用Office、也在用领英,原来电脑本地安装的软件,现在变成了一个云里的应用软件和软件服务,每年付年费,自动更新。Office的用户以数十亿计,也是人人都要用。· &nb","text":"今年,$微软(MSFT)$ 可以说表现非常亮眼了!在成功收购心心念念的动视暴雪之后,Q2财报营收利润双超预期,而且还在2021年底拿到了雅虎金融年度最佳公司,市值突破2万亿美元!但是,它的股价却波动剧烈,上下横跳,甚至有走衰的趋势,有人觉得微软体量庞大,突飞困难,也有人觉得微软老了,但是我们现在选择做多微软。原因有四:01业务结构微软在过去47年的表现虽然并不惊艳,但胜在稳定,在传统的软件之外,尝试了一些新的转型产品。2013年,随着整体市场的转暖,微软也完成了它的转型,根据前景规划,公司分成了4个部门:操作系统、应用软件、云服务、和硬件设备。市场对这样的调整也给出肯定,其股价从约30刀,涨到270刀(截止2021年上半年),8年9倍,平均每年的复合回报31%。也就是说,最近这8年,增长的速度要超过整体35年的平均速度。也就是说投资界又重新看好了它的股价和未来。为什么会有这样的情况,我们试着从它的业务规划来解读一下:· 个人计算(含操作系统Windows等)。视窗继续在作贡献,这个阶段推出了Windows 10, 大叔正在用这个,2021年Windows 11也出来了,用操作系统来统治整个生态,依然是它的强项,全球月活跃用户超15亿,几乎人人都要用。· 生产力和业务流程(含应用软件、如Office,领英等)。这个阶段推出了Office 365,大叔也在用Office、也在用领英,原来电脑本地安装的软件,现在变成了一个云里的应用软件和软件服务,每年付年费,自动更新。Office的用户以数十亿计,也是人人都要用。· &nb","images":[{"img":"https://static.tigerbbs.com/14512d61176fc855407974bddd53bec7"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638268752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636554199,"gmtCreate":1646022001711,"gmtModify":1646022001711,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636554199","repostId":"638707367","repostType":1,"repost":{"id":638707367,"gmtCreate":1645518160329,"gmtModify":1645527090263,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860692623653","authorIdStr":"3502860692623653"},"themes":[],"title":"芒格坚持买入阿里巴巴的原因是什么?","htmlText":"这几天讨论芒格老爷子的挺多,一位年近100岁高龄的股神,被<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 套了一年,不断补仓,补成了第三大持仓股。 具体情况是: 2021年第一季度,阿里巴巴的股价从高位跌去了30%,然后芒格开始建仓,成本大概是 220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\"></a><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 很多人认为,由于","listText":"这几天讨论芒格老爷子的挺多,一位年近100岁高龄的股神,被<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 套了一年,不断补仓,补成了第三大持仓股。 具体情况是: 2021年第一季度,阿里巴巴的股价从高位跌去了30%,然后芒格开始建仓,成本大概是 220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\"></a><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 很多人认为,由于","text":"这几天讨论芒格老爷子的挺多,一位年近100岁高龄的股神,被$阿里巴巴(BABA)$ 套了一年,不断补仓,补成了第三大持仓股。 具体情况是: 2021年第一季度,阿里巴巴的股价从高位跌去了30%,然后芒格开始建仓,成本大概是 220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底$苹果(AAPL)$ 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为$伯克希尔(BRK.A)$ 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 很多人认为,由于","images":[{"img":"https://static.tigerbbs.com/f19baedea4e72c6eae8b548e67873552","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/585302ff264dadb49345e7557ad08121","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/45fc39a4f3fb8f4deffbcc13d623137d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638707367","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636554011,"gmtCreate":1646021904139,"gmtModify":1646021904139,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636554011","repostId":"636241217","repostType":1,"repost":{"id":636241217,"gmtCreate":1645940014736,"gmtModify":1645970205636,"author":{"id":"3562900805197288","authorId":"3562900805197288","name":"港股先锋队","avatar":"https://static.tigerbbs.com/3cafc70f80a122b24ec6311ed69cbe09","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562900805197288","authorIdStr":"3562900805197288"},"themes":[],"title":"俄乌冲突不断升级 环球新材国际等新材料企业或将受益宏观影响","htmlText":"近日,俄罗斯乌克兰地缘政治冲突快速升级,全球资本市场也加剧波动,国际大宗商品价格持续走高、也进一步推升了通胀预期。自2月俄罗斯与乌克兰冲突升级以来,原油期货价格纷纷上涨,布伦特上涨9.1%至96.8美元/桶,WTI上涨8.2%至92.1美元/桶,英国天然气价格一度涨超18%,伦敦金(XAUCNY)也自2月初以来,持续走高,也在俄乌开战首日创下短期新高至401.81人民币/克,同时,全球资产价格隐含的投资风险溢价上升,资本回流美元,避险情绪推升黄金价格。此外,资本外流加速,卢布兑美元大幅贬值随着全球投资风险溢价上升,标普500、道琼斯工业指数和纳斯达克指数纷纷下行,反倒是战时状态下各指数走出了一波小反弹走势。源自Wind金融终端两地资本市场或将受益宏观影响伴随着上周五A股市场冲高回落、小幅震荡上扬,意味着俄乌冲突的利空因素基本消化,全球市场也迎来了反弹,投资者避险情绪明显回落,两市成交量突破1万亿元,较前日有所减少,结构性行情特征依然较为明显。港股方面,成长股、赛道股以及题材股纷纷展开反弹,尤其是以医药股、科技股为首的热门板块纷纷领涨。另外,我们留意到新材料指数(884057.WI)也自2月14日情人节以来,开启了一波强势反弹,近10个交易日累计涨幅达7.17%。根据恒生综合指数最新检讨后的名单,含<a target=\"_blank\" href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02252\">$微创机器人-B(02252)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/06616\">$环球新材国际(06616)$</a> 等29家股票获选","listText":"近日,俄罗斯乌克兰地缘政治冲突快速升级,全球资本市场也加剧波动,国际大宗商品价格持续走高、也进一步推升了通胀预期。自2月俄罗斯与乌克兰冲突升级以来,原油期货价格纷纷上涨,布伦特上涨9.1%至96.8美元/桶,WTI上涨8.2%至92.1美元/桶,英国天然气价格一度涨超18%,伦敦金(XAUCNY)也自2月初以来,持续走高,也在俄乌开战首日创下短期新高至401.81人民币/克,同时,全球资产价格隐含的投资风险溢价上升,资本回流美元,避险情绪推升黄金价格。此外,资本外流加速,卢布兑美元大幅贬值随着全球投资风险溢价上升,标普500、道琼斯工业指数和纳斯达克指数纷纷下行,反倒是战时状态下各指数走出了一波小反弹走势。源自Wind金融终端两地资本市场或将受益宏观影响伴随着上周五A股市场冲高回落、小幅震荡上扬,意味着俄乌冲突的利空因素基本消化,全球市场也迎来了反弹,投资者避险情绪明显回落,两市成交量突破1万亿元,较前日有所减少,结构性行情特征依然较为明显。港股方面,成长股、赛道股以及题材股纷纷展开反弹,尤其是以医药股、科技股为首的热门板块纷纷领涨。另外,我们留意到新材料指数(884057.WI)也自2月14日情人节以来,开启了一波强势反弹,近10个交易日累计涨幅达7.17%。根据恒生综合指数最新检讨后的名单,含<a target=\"_blank\" href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02252\">$微创机器人-B(02252)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/06616\">$环球新材国际(06616)$</a> 等29家股票获选","text":"近日,俄罗斯乌克兰地缘政治冲突快速升级,全球资本市场也加剧波动,国际大宗商品价格持续走高、也进一步推升了通胀预期。自2月俄罗斯与乌克兰冲突升级以来,原油期货价格纷纷上涨,布伦特上涨9.1%至96.8美元/桶,WTI上涨8.2%至92.1美元/桶,英国天然气价格一度涨超18%,伦敦金(XAUCNY)也自2月初以来,持续走高,也在俄乌开战首日创下短期新高至401.81人民币/克,同时,全球资产价格隐含的投资风险溢价上升,资本回流美元,避险情绪推升黄金价格。此外,资本外流加速,卢布兑美元大幅贬值随着全球投资风险溢价上升,标普500、道琼斯工业指数和纳斯达克指数纷纷下行,反倒是战时状态下各指数走出了一波小反弹走势。源自Wind金融终端两地资本市场或将受益宏观影响伴随着上周五A股市场冲高回落、小幅震荡上扬,意味着俄乌冲突的利空因素基本消化,全球市场也迎来了反弹,投资者避险情绪明显回落,两市成交量突破1万亿元,较前日有所减少,结构性行情特征依然较为明显。港股方面,成长股、赛道股以及题材股纷纷展开反弹,尤其是以医药股、科技股为首的热门板块纷纷领涨。另外,我们留意到新材料指数(884057.WI)也自2月14日情人节以来,开启了一波强势反弹,近10个交易日累计涨幅达7.17%。根据恒生综合指数最新检讨后的名单,含$商汤-W(00020)$ 、$微创机器人-B(02252)$ 、$环球新材国际(06616)$ 等29家股票获选","images":[{"img":"https://static.tigerbbs.com/44f8406efb000b1433d11e448e497021","width":"632","height":"350"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636241217","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636313786,"gmtCreate":1645673138382,"gmtModify":1645673138382,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a>👍","listText":"<a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a>👍","text":"$中国平安(02318)$👍","images":[{"img":"https://static.tigerbbs.com/49080572f8e6ff439976a95de8bbbef0","width":"1080","height":"3129"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636313786","isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636083026,"gmtCreate":1645584632368,"gmtModify":1645584632368,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>👍","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>👍","text":"$腾讯控股(00700)$👍","images":[{"img":"https://static.tigerbbs.com/17ea44d64dcf6b616a98e9343b10d1f5","width":"1080","height":"3030"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636083026","isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638451189,"gmtCreate":1645504020779,"gmtModify":1645504020779,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>关注","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>关注","text":"$快手-W(01024)$关注","images":[{"img":"https://static.tigerbbs.com/c2768fcd6ee284f9f0a49bfd75efbd21","width":"1080","height":"2931"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638451189","isVote":1,"tweetType":1,"viewCount":1612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638598372,"gmtCreate":1645420524512,"gmtModify":1645420524512,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>👍","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>👍","text":"$美团-W(03690)$👍","images":[{"img":"https://static.tigerbbs.com/3a46e609aae6fc849dde3c0dd595e59f","width":"1080","height":"3030"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638598372","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638296760,"gmtCreate":1645324333545,"gmtModify":1645324333545,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$</a>关注","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$</a>关注","text":"$叮咚买菜(DDL)$关注","images":[{"img":"https://static.tigerbbs.com/ed95a7f41b3ed2cf681d9b13f5658b64","width":"1080","height":"3159"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638296760","isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638669105,"gmtCreate":1645243213907,"gmtModify":1645243213907,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TXN\">$德州仪器(TXN)$</a>👍","listText":"<a href=\"https://laohu8.com/S/TXN\">$德州仪器(TXN)$</a>👍","text":"$德州仪器(TXN)$👍","images":[{"img":"https://static.tigerbbs.com/1d673f8b03ced911a37756b730ae7c4f","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638669105","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638972960,"gmtCreate":1645066124539,"gmtModify":1645066124539,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>买入","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>买入","text":"$阿里巴巴-SW(09988)$买入","images":[{"img":"https://static.tigerbbs.com/3d0978411176c80bbe379aa91d895a18","width":"1080","height":"3030"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638972960","isVote":1,"tweetType":1,"viewCount":1530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":631670302,"gmtCreate":1644716138282,"gmtModify":1644716138282,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MCHI\">$中国ETF-iShares MSCI(MCHI)$</a>关注","listText":"<a href=\"https://laohu8.com/S/MCHI\">$中国ETF-iShares MSCI(MCHI)$</a>关注","text":"$中国ETF-iShares MSCI(MCHI)$关注","images":[{"img":"https://static.tigerbbs.com/cc2de566c786fb035a0fc0b430e7a75c","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631670302","isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":631154746,"gmtCreate":1644553436297,"gmtModify":1644553436297,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>买入","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>买入","text":"$阿里巴巴-SW(09988)$买入","images":[{"img":"https://static.tigerbbs.com/6441b5a631e9b2c1504e587fafaf281b","width":"1080","height":"3030"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631154746","isVote":1,"tweetType":1,"viewCount":2625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":638598372,"gmtCreate":1645420524512,"gmtModify":1645420524512,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>👍","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>👍","text":"$美团-W(03690)$👍","images":[{"img":"https://static.tigerbbs.com/3a46e609aae6fc849dde3c0dd595e59f","width":"1080","height":"3030"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638598372","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":632261473,"gmtCreate":1646472896307,"gmtModify":1646472896307,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03988\">$中国银行(03988)$</a>👍","listText":"<a href=\"https://laohu8.com/S/03988\">$中国银行(03988)$</a>👍","text":"$中国银行(03988)$👍","images":[{"img":"https://static.tigerbbs.com/e0bd1978fe7b2c2ae4a441d743c098d9","width":"1080","height":"3129"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632261473","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":632690252,"gmtCreate":1646377184079,"gmtModify":1646377184079,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$</a>👍","listText":"<a href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$</a>👍","text":"$恒生科技ETF(03032)$👍","images":[{"img":"https://static.tigerbbs.com/78a10c12a2b810e2777430a3330b67cc","width":"1080","height":"2931"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632690252","isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":632379674,"gmtCreate":1646275660430,"gmtModify":1646275660430,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/07200\">$FL二南方恒指(07200)$</a>👍","listText":"<a href=\"https://laohu8.com/S/07200\">$FL二南方恒指(07200)$</a>👍","text":"$FL二南方恒指(07200)$👍","images":[{"img":"https://static.tigerbbs.com/676f75a1dfaefe3f368410b89f3a2e23","width":"1080","height":"2931"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632379674","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":632989534,"gmtCreate":1646198109331,"gmtModify":1646198109331,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$</a>[微笑] ","listText":"<a href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$</a>[微笑] ","text":"$恒生科技ETF(03032)$[微笑]","images":[{"img":"https://static.tigerbbs.com/5a1dd755be2c365a8be62c35943c51bf","width":"1080","height":"2931"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632989534","isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636754829,"gmtCreate":1646116928599,"gmtModify":1646116928599,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>👍","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>👍","text":"$阿里巴巴-SW(09988)$👍","images":[{"img":"https://static.tigerbbs.com/3f124fd1f92e4d2e86791721ea05989f","width":"1080","height":"3030"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636754829","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636554814,"gmtCreate":1646022051748,"gmtModify":1646022051748,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636554814","repostId":"638268752","repostType":1,"repost":{"id":638268752,"gmtCreate":1645364945186,"gmtModify":1645392227649,"author":{"id":"3537499478386870","authorId":"3537499478386870","name":"大叔观点时间","avatar":"https://static.tigerbbs.com/aea86f242be3b8d003e109794195153c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537499478386870","authorIdStr":"3537499478386870"},"themes":[],"title":"微软体量庞大,突飞困难,但是我们选择做多","htmlText":"今年,<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 可以说表现非常亮眼了!在成功收购心心念念的动视暴雪之后,Q2财报营收利润双超预期,而且还在2021年底拿到了雅虎金融年度最佳公司,市值突破2万亿美元!但是,它的股价却波动剧烈,上下横跳,甚至有走衰的趋势,有人觉得微软体量庞大,突飞困难,也有人觉得微软老了,但是我们现在选择做多微软。原因有四:01业务结构微软在过去47年的表现虽然并不惊艳,但胜在稳定,在传统的软件之外,尝试了一些新的转型产品。2013年,随着整体市场的转暖,微软也完成了它的转型,根据前景规划,公司分成了4个部门:操作系统、应用软件、云服务、和硬件设备。市场对这样的调整也给出肯定,其股价从约30刀,涨到270刀(截止2021年上半年),8年9倍,平均每年的复合回报31%。也就是说,最近这8年,增长的速度要超过整体35年的平均速度。也就是说投资界又重新看好了它的股价和未来。为什么会有这样的情况,我们试着从它的业务规划来解读一下:· 个人计算(含操作系统Windows等)。视窗继续在作贡献,这个阶段推出了Windows 10, 大叔正在用这个,2021年Windows 11也出来了,用操作系统来统治整个生态,依然是它的强项,全球月活跃用户超15亿,几乎人人都要用。· 生产力和业务流程(含应用软件、如Office,领英等)。这个阶段推出了Office 365,大叔也在用Office、也在用领英,原来电脑本地安装的软件,现在变成了一个云里的应用软件和软件服务,每年付年费,自动更新。Office的用户以数十亿计,也是人人都要用。· &nb","listText":"今年,<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 可以说表现非常亮眼了!在成功收购心心念念的动视暴雪之后,Q2财报营收利润双超预期,而且还在2021年底拿到了雅虎金融年度最佳公司,市值突破2万亿美元!但是,它的股价却波动剧烈,上下横跳,甚至有走衰的趋势,有人觉得微软体量庞大,突飞困难,也有人觉得微软老了,但是我们现在选择做多微软。原因有四:01业务结构微软在过去47年的表现虽然并不惊艳,但胜在稳定,在传统的软件之外,尝试了一些新的转型产品。2013年,随着整体市场的转暖,微软也完成了它的转型,根据前景规划,公司分成了4个部门:操作系统、应用软件、云服务、和硬件设备。市场对这样的调整也给出肯定,其股价从约30刀,涨到270刀(截止2021年上半年),8年9倍,平均每年的复合回报31%。也就是说,最近这8年,增长的速度要超过整体35年的平均速度。也就是说投资界又重新看好了它的股价和未来。为什么会有这样的情况,我们试着从它的业务规划来解读一下:· 个人计算(含操作系统Windows等)。视窗继续在作贡献,这个阶段推出了Windows 10, 大叔正在用这个,2021年Windows 11也出来了,用操作系统来统治整个生态,依然是它的强项,全球月活跃用户超15亿,几乎人人都要用。· 生产力和业务流程(含应用软件、如Office,领英等)。这个阶段推出了Office 365,大叔也在用Office、也在用领英,原来电脑本地安装的软件,现在变成了一个云里的应用软件和软件服务,每年付年费,自动更新。Office的用户以数十亿计,也是人人都要用。· &nb","text":"今年,$微软(MSFT)$ 可以说表现非常亮眼了!在成功收购心心念念的动视暴雪之后,Q2财报营收利润双超预期,而且还在2021年底拿到了雅虎金融年度最佳公司,市值突破2万亿美元!但是,它的股价却波动剧烈,上下横跳,甚至有走衰的趋势,有人觉得微软体量庞大,突飞困难,也有人觉得微软老了,但是我们现在选择做多微软。原因有四:01业务结构微软在过去47年的表现虽然并不惊艳,但胜在稳定,在传统的软件之外,尝试了一些新的转型产品。2013年,随着整体市场的转暖,微软也完成了它的转型,根据前景规划,公司分成了4个部门:操作系统、应用软件、云服务、和硬件设备。市场对这样的调整也给出肯定,其股价从约30刀,涨到270刀(截止2021年上半年),8年9倍,平均每年的复合回报31%。也就是说,最近这8年,增长的速度要超过整体35年的平均速度。也就是说投资界又重新看好了它的股价和未来。为什么会有这样的情况,我们试着从它的业务规划来解读一下:· 个人计算(含操作系统Windows等)。视窗继续在作贡献,这个阶段推出了Windows 10, 大叔正在用这个,2021年Windows 11也出来了,用操作系统来统治整个生态,依然是它的强项,全球月活跃用户超15亿,几乎人人都要用。· 生产力和业务流程(含应用软件、如Office,领英等)。这个阶段推出了Office 365,大叔也在用Office、也在用领英,原来电脑本地安装的软件,现在变成了一个云里的应用软件和软件服务,每年付年费,自动更新。Office的用户以数十亿计,也是人人都要用。· &nb","images":[{"img":"https://static.tigerbbs.com/14512d61176fc855407974bddd53bec7"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638268752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636554199,"gmtCreate":1646022001711,"gmtModify":1646022001711,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636554199","repostId":"638707367","repostType":1,"repost":{"id":638707367,"gmtCreate":1645518160329,"gmtModify":1645527090263,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860692623653","authorIdStr":"3502860692623653"},"themes":[],"title":"芒格坚持买入阿里巴巴的原因是什么?","htmlText":"这几天讨论芒格老爷子的挺多,一位年近100岁高龄的股神,被<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 套了一年,不断补仓,补成了第三大持仓股。 具体情况是: 2021年第一季度,阿里巴巴的股价从高位跌去了30%,然后芒格开始建仓,成本大概是 220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\"></a><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 很多人认为,由于","listText":"这几天讨论芒格老爷子的挺多,一位年近100岁高龄的股神,被<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 套了一年,不断补仓,补成了第三大持仓股。 具体情况是: 2021年第一季度,阿里巴巴的股价从高位跌去了30%,然后芒格开始建仓,成本大概是 220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\"></a><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 很多人认为,由于","text":"这几天讨论芒格老爷子的挺多,一位年近100岁高龄的股神,被$阿里巴巴(BABA)$ 套了一年,不断补仓,补成了第三大持仓股。 具体情况是: 2021年第一季度,阿里巴巴的股价从高位跌去了30%,然后芒格开始建仓,成本大概是 220-270 美元; 三季度,阿里巴巴的股价又跌了30%,开始在140 美元左右补仓; 四季度,阿里巴巴的股价又跌了30%,老爷子直接加大了买入力度,将持仓股翻了一倍,达到60多万,成为自己的第三大持仓股。 有人给测算了一下,此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里? 他说的很简单,对中国经济有信心、对阿里有信心,好像有点赌中国国运的意思。 其实芒格这波操作,像极巴菲特当年抄底$苹果(AAPL)$ 。 在2018年,苹果这样的巨头也出现过腰斩的走势;而巴菲特正式在这一年疯狂买入苹果的股票,成为$伯克希尔(BRK.A)$ 第一重仓股,后来仅3年多时间,苹果就从低点翻了6倍: 2018年暴跌后的苹果走势 事实上,每一轮优质资产的暴跌,在芒格、巴菲特等人眼中,都是他们所说的“别人恐惧,我贪婪”的机会。 那么,为什么芒格会看中阿里巴巴? 很多人认为,由于","images":[{"img":"https://static.tigerbbs.com/f19baedea4e72c6eae8b548e67873552","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/585302ff264dadb49345e7557ad08121","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/45fc39a4f3fb8f4deffbcc13d623137d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638707367","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636554011,"gmtCreate":1646021904139,"gmtModify":1646021904139,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636554011","repostId":"636241217","repostType":1,"repost":{"id":636241217,"gmtCreate":1645940014736,"gmtModify":1645970205636,"author":{"id":"3562900805197288","authorId":"3562900805197288","name":"港股先锋队","avatar":"https://static.tigerbbs.com/3cafc70f80a122b24ec6311ed69cbe09","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562900805197288","authorIdStr":"3562900805197288"},"themes":[],"title":"俄乌冲突不断升级 环球新材国际等新材料企业或将受益宏观影响","htmlText":"近日,俄罗斯乌克兰地缘政治冲突快速升级,全球资本市场也加剧波动,国际大宗商品价格持续走高、也进一步推升了通胀预期。自2月俄罗斯与乌克兰冲突升级以来,原油期货价格纷纷上涨,布伦特上涨9.1%至96.8美元/桶,WTI上涨8.2%至92.1美元/桶,英国天然气价格一度涨超18%,伦敦金(XAUCNY)也自2月初以来,持续走高,也在俄乌开战首日创下短期新高至401.81人民币/克,同时,全球资产价格隐含的投资风险溢价上升,资本回流美元,避险情绪推升黄金价格。此外,资本外流加速,卢布兑美元大幅贬值随着全球投资风险溢价上升,标普500、道琼斯工业指数和纳斯达克指数纷纷下行,反倒是战时状态下各指数走出了一波小反弹走势。源自Wind金融终端两地资本市场或将受益宏观影响伴随着上周五A股市场冲高回落、小幅震荡上扬,意味着俄乌冲突的利空因素基本消化,全球市场也迎来了反弹,投资者避险情绪明显回落,两市成交量突破1万亿元,较前日有所减少,结构性行情特征依然较为明显。港股方面,成长股、赛道股以及题材股纷纷展开反弹,尤其是以医药股、科技股为首的热门板块纷纷领涨。另外,我们留意到新材料指数(884057.WI)也自2月14日情人节以来,开启了一波强势反弹,近10个交易日累计涨幅达7.17%。根据恒生综合指数最新检讨后的名单,含<a target=\"_blank\" href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02252\">$微创机器人-B(02252)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/06616\">$环球新材国际(06616)$</a> 等29家股票获选","listText":"近日,俄罗斯乌克兰地缘政治冲突快速升级,全球资本市场也加剧波动,国际大宗商品价格持续走高、也进一步推升了通胀预期。自2月俄罗斯与乌克兰冲突升级以来,原油期货价格纷纷上涨,布伦特上涨9.1%至96.8美元/桶,WTI上涨8.2%至92.1美元/桶,英国天然气价格一度涨超18%,伦敦金(XAUCNY)也自2月初以来,持续走高,也在俄乌开战首日创下短期新高至401.81人民币/克,同时,全球资产价格隐含的投资风险溢价上升,资本回流美元,避险情绪推升黄金价格。此外,资本外流加速,卢布兑美元大幅贬值随着全球投资风险溢价上升,标普500、道琼斯工业指数和纳斯达克指数纷纷下行,反倒是战时状态下各指数走出了一波小反弹走势。源自Wind金融终端两地资本市场或将受益宏观影响伴随着上周五A股市场冲高回落、小幅震荡上扬,意味着俄乌冲突的利空因素基本消化,全球市场也迎来了反弹,投资者避险情绪明显回落,两市成交量突破1万亿元,较前日有所减少,结构性行情特征依然较为明显。港股方面,成长股、赛道股以及题材股纷纷展开反弹,尤其是以医药股、科技股为首的热门板块纷纷领涨。另外,我们留意到新材料指数(884057.WI)也自2月14日情人节以来,开启了一波强势反弹,近10个交易日累计涨幅达7.17%。根据恒生综合指数最新检讨后的名单,含<a target=\"_blank\" href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02252\">$微创机器人-B(02252)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/06616\">$环球新材国际(06616)$</a> 等29家股票获选","text":"近日,俄罗斯乌克兰地缘政治冲突快速升级,全球资本市场也加剧波动,国际大宗商品价格持续走高、也进一步推升了通胀预期。自2月俄罗斯与乌克兰冲突升级以来,原油期货价格纷纷上涨,布伦特上涨9.1%至96.8美元/桶,WTI上涨8.2%至92.1美元/桶,英国天然气价格一度涨超18%,伦敦金(XAUCNY)也自2月初以来,持续走高,也在俄乌开战首日创下短期新高至401.81人民币/克,同时,全球资产价格隐含的投资风险溢价上升,资本回流美元,避险情绪推升黄金价格。此外,资本外流加速,卢布兑美元大幅贬值随着全球投资风险溢价上升,标普500、道琼斯工业指数和纳斯达克指数纷纷下行,反倒是战时状态下各指数走出了一波小反弹走势。源自Wind金融终端两地资本市场或将受益宏观影响伴随着上周五A股市场冲高回落、小幅震荡上扬,意味着俄乌冲突的利空因素基本消化,全球市场也迎来了反弹,投资者避险情绪明显回落,两市成交量突破1万亿元,较前日有所减少,结构性行情特征依然较为明显。港股方面,成长股、赛道股以及题材股纷纷展开反弹,尤其是以医药股、科技股为首的热门板块纷纷领涨。另外,我们留意到新材料指数(884057.WI)也自2月14日情人节以来,开启了一波强势反弹,近10个交易日累计涨幅达7.17%。根据恒生综合指数最新检讨后的名单,含$商汤-W(00020)$ 、$微创机器人-B(02252)$ 、$环球新材国际(06616)$ 等29家股票获选","images":[{"img":"https://static.tigerbbs.com/44f8406efb000b1433d11e448e497021","width":"632","height":"350"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636241217","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636313786,"gmtCreate":1645673138382,"gmtModify":1645673138382,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a>👍","listText":"<a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a>👍","text":"$中国平安(02318)$👍","images":[{"img":"https://static.tigerbbs.com/49080572f8e6ff439976a95de8bbbef0","width":"1080","height":"3129"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636313786","isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636083026,"gmtCreate":1645584632368,"gmtModify":1645584632368,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>👍","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>👍","text":"$腾讯控股(00700)$👍","images":[{"img":"https://static.tigerbbs.com/17ea44d64dcf6b616a98e9343b10d1f5","width":"1080","height":"3030"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636083026","isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638451189,"gmtCreate":1645504020779,"gmtModify":1645504020779,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>关注","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>关注","text":"$快手-W(01024)$关注","images":[{"img":"https://static.tigerbbs.com/c2768fcd6ee284f9f0a49bfd75efbd21","width":"1080","height":"2931"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638451189","isVote":1,"tweetType":1,"viewCount":1612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638296760,"gmtCreate":1645324333545,"gmtModify":1645324333545,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$</a>关注","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$</a>关注","text":"$叮咚买菜(DDL)$关注","images":[{"img":"https://static.tigerbbs.com/ed95a7f41b3ed2cf681d9b13f5658b64","width":"1080","height":"3159"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638296760","isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638669105,"gmtCreate":1645243213907,"gmtModify":1645243213907,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TXN\">$德州仪器(TXN)$</a>👍","listText":"<a href=\"https://laohu8.com/S/TXN\">$德州仪器(TXN)$</a>👍","text":"$德州仪器(TXN)$👍","images":[{"img":"https://static.tigerbbs.com/1d673f8b03ced911a37756b730ae7c4f","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638669105","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638972960,"gmtCreate":1645066124539,"gmtModify":1645066124539,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>买入","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>买入","text":"$阿里巴巴-SW(09988)$买入","images":[{"img":"https://static.tigerbbs.com/3d0978411176c80bbe379aa91d895a18","width":"1080","height":"3030"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638972960","isVote":1,"tweetType":1,"viewCount":1530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":631670302,"gmtCreate":1644716138282,"gmtModify":1644716138282,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MCHI\">$中国ETF-iShares MSCI(MCHI)$</a>关注","listText":"<a href=\"https://laohu8.com/S/MCHI\">$中国ETF-iShares MSCI(MCHI)$</a>关注","text":"$中国ETF-iShares MSCI(MCHI)$关注","images":[{"img":"https://static.tigerbbs.com/cc2de566c786fb035a0fc0b430e7a75c","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631670302","isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":631154746,"gmtCreate":1644553436297,"gmtModify":1644553436297,"author":{"id":"4100785306164510","authorId":"4100785306164510","name":"阿狸趴趴","avatar":"https://static.tigerbbs.com/25f7ff7c323e9b895577b1048dc7316a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100785306164510","authorIdStr":"4100785306164510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>买入","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>买入","text":"$阿里巴巴-SW(09988)$买入","images":[{"img":"https://static.tigerbbs.com/6441b5a631e9b2c1504e587fafaf281b","width":"1080","height":"3030"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631154746","isVote":1,"tweetType":1,"viewCount":2625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}