👍//@苏北刘强东:回复 @云彤:走势不错，长期是服。$蔚_老虎社区_美港股上老虎

2021-07-03

👍//@苏北刘强东:回复 @云彤:走势不错，长期是服。$蔚来(NIO)$ $小鹏汽车(XPEV)$ $阿里巴巴(BABA)$ $特斯拉(TSLA)$ $Property Solutions Acquisition Corp(PSAC)$ //@云彤:蔚來小鵬還可以繼續拿著是嗎？

@东升投研：7月4日本周收评之资产再配置的策略

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href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a> //<a href=\"https://laohu8.com/U/3542832134766434\">@云彤</a>:蔚來小鵬還可以繼續拿著是嗎？</body></html>","htmlText":"<html><head></head><body>\n👍//<a href=\"https://laohu8.com/U/3469666730588285\">@苏北刘强东</a>:回复 <a href=\"https://laohu8.com/U/3542832134766434\">@云彤</a>:走势不错，长期是服。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a> //<a href=\"https://laohu8.com/U/3542832134766434\">@云彤</a>:蔚來小鵬還可以繼續拿著是嗎？</body></html>","text":"👍//@苏北刘强东:回复 @云彤:走势不错，长期是服。$蔚来(NIO)$ $小鹏汽车(XPEV)$ $阿里巴巴(BABA)$ $特斯拉(TSLA)$ $Property Solutions Acquisition Corp(PSAC)$ //@云彤:蔚來小鵬還可以繼續拿著是嗎？","highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/152483119","repostId":152993473,"repostType":1,"repost":{"magic":2,"id":152993473,"tweetId":"152993473","gmtCreate":1625249833892,"gmtModify":1716217999472,"author":{"id":3469666730588285,"idStr":"3469666730588285","authorId":3469666730588285,"authorIdStr":"3469666730588285","name":"东升投研","avatar":"https://static.tigerbbs.com/353822250870391f1f67a74a8438da99","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":17876,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/f93c2464347dc4687f4d37d4b7ab8f4d","width":"1284","height":"1977"},{"img":"https://static.tigerbbs.com/8288b99ad02e03580baebc364b98ff36","width":"1284","height":"1334"},{"img":"https://static.tigerbbs.com/197d7b42e8f5afd0d6df039d0746674a","width":"1284","height":"2361"}],"coverImages":[{"img":"https://static.tigerbbs.com/f93c2464347dc4687f4d37d4b7ab8f4d","width":"1284","height":"1977"},{"img":"https://static.tigerbbs.com/8288b99ad02e03580baebc364b98ff36","width":"1284","height":"1334"},{"img":"https://static.tigerbbs.com/197d7b42e8f5afd0d6df039d0746674a","width":"1284","height":"2361"}],"title":"7月4日本周收评之资产再配置的策略","extraTitle":"","html":"<html><head></head><body>RMB兑换美金的汇率依旧是市场中概股重要的风向标之一，约等于中概股定价的锚。今日RMB大幅走软，果然中概又是一片哀嚎。关于这一点，东哥在之前长文中细数过汇率与中概成长股的关系，此处不展开。<img src=\"https://static.tigerbbs.com/8288b99ad02e03580baebc364b98ff36\" tg-width=\"1284\" tg-height=\"1334\">RMB贬值带来的蝴蝶效应目前市场还是很犹豫，通常当天上涨的品种第二天就会被收割，持续性很差。 新股也基本都是镰刀，类似于刚上市的<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>或者叮咚买菜。市场最近进入了高级难度，赚钱效应下降的显而易见。但是按照东哥思路不去追高的朋友应该不会被套，反之类似于看着<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>稍微突破就忙不迭追进去的朋友可能短期内要站岗。短期成长股有冒头现象，市场是否可以再次完成风格切换是投资者需要在下周密切关心的主题。<h3>本周几个操作（空间站实时更新，收评仅作为记录和反思，不作为任何投资建议）</h3>1.加仓了一点百度bidu和爱彼迎abnb（均占总仓位不超过2%）这俩票持续跟踪，从百度185美金加仓上来，abnb也获得了接近20%的收益，继续持股待涨的态度，暂时不考虑卖出2.对于已经持有<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>，蔚来或者<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>的朋友依旧是继续持有，不需要因为大涨后就急于卖出。记住一点：缓慢收益，放长线钓大鱼。<img src=\"https://static.tigerbbs.com/197d7b42e8f5afd0d6df039d0746674a\" tg-width=\"1284\" tg-height=\"2361\">完美预判新能源汽车的涨势3.市场中不乏机会，三季度开始后市场风格是否可以由价值股转为成长股目前依旧未知。但是中长线思维角度考虑下：目前收集优秀股权并进行资产再配置是一个不错的选择。比如我在一个多月前对于abnb的配置就获取了不少的超额收益，基本上20%的收益躺着就可以赚到，这就是资产再配置的典型逻辑思路。<img src=\"https://static.tigerbbs.com/f93c2464347dc4687f4d37d4b7ab8f4d\" tg-width=\"1284\" tg-height=\"1977\">抄底ABNB预判市场风格是否可以完成3月后的二次切换是我们接下来的目标。 同时预判的成功与否也是三季度投资者是否可以获取超额收益的风向指南。（类似于疫情后迅速抄底复苏股和周期行业一样）<a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a><a href=\"https://laohu8.com/U/36989258284800\">@小虎老师</a><a href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a><a href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a><a href=\"https://laohu8.com/U/35433028694349\">@老虎专刊</a><a href=\"https://laohu8.com/U/3527667568191018\">@胖虎福利</a><a href=\"https://laohu8.com/U/3574650471910176\">@StevenTing</a><a href=\"https://laohu8.com/U/37002306153600\">@小虎访谈</a><a href=\"https://laohu8.com/U/20703384576125\">@Seven8</a><a href=\"https://laohu8.com/U/3565846847441978\">@小鹏汽车</a><a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>烦请各位加精，多谢</body></html>","htmlText":"<html><head></head><body>RMB兑换美金的汇率依旧是市场中概股重要的风向标之一，约等于中概股定价的锚。今日RMB大幅走软，果然中概又是一片哀嚎。关于这一点，东哥在之前长文中细数过汇率与中概成长股的关系，此处不展开。<img src=\"https://static.tigerbbs.com/8288b99ad02e03580baebc364b98ff36\" tg-width=\"1284\" tg-height=\"1334\">RMB贬值带来的蝴蝶效应目前市场还是很犹豫，通常当天上涨的品种第二天就会被收割，持续性很差。 新股也基本都是镰刀，类似于刚上市的<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>或者叮咚买菜。市场最近进入了高级难度，赚钱效应下降的显而易见。但是按照东哥思路不去追高的朋友应该不会被套，反之类似于看着<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>稍微突破就忙不迭追进去的朋友可能短期内要站岗。短期成长股有冒头现象，市场是否可以再次完成风格切换是投资者需要在下周密切关心的主题。<h3>本周几个操作（空间站实时更新，收评仅作为记录和反思，不作为任何投资建议）</h3>1.加仓了一点百度bidu和爱彼迎abnb（均占总仓位不超过2%）这俩票持续跟踪，从百度185美金加仓上来，abnb也获得了接近20%的收益，继续持股待涨的态度，暂时不考虑卖出2.对于已经持有<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>，蔚来或者<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>的朋友依旧是继续持有，不需要因为大涨后就急于卖出。记住一点：缓慢收益，放长线钓大鱼。<img src=\"https://static.tigerbbs.com/197d7b42e8f5afd0d6df039d0746674a\" tg-width=\"1284\" tg-height=\"2361\">完美预判新能源汽车的涨势3.市场中不乏机会，三季度开始后市场风格是否可以由价值股转为成长股目前依旧未知。但是中长线思维角度考虑下：目前收集优秀股权并进行资产再配置是一个不错的选择。比如我在一个多月前对于abnb的配置就获取了不少的超额收益，基本上20%的收益躺着就可以赚到，这就是资产再配置的典型逻辑思路。<img src=\"https://static.tigerbbs.com/f93c2464347dc4687f4d37d4b7ab8f4d\" tg-width=\"1284\" tg-height=\"1977\">抄底ABNB预判市场风格是否可以完成3月后的二次切换是我们接下来的目标。 同时预判的成功与否也是三季度投资者是否可以获取超额收益的风向指南。（类似于疫情后迅速抄底复苏股和周期行业一样）<a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a><a href=\"https://laohu8.com/U/36989258284800\">@小虎老师</a><a href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a><a href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a><a href=\"https://laohu8.com/U/35433028694349\">@老虎专刊</a><a href=\"https://laohu8.com/U/3527667568191018\">@胖虎福利</a><a href=\"https://laohu8.com/U/3574650471910176\">@StevenTing</a><a href=\"https://laohu8.com/U/37002306153600\">@小虎访谈</a><a href=\"https://laohu8.com/U/20703384576125\">@Seven8</a><a href=\"https://laohu8.com/U/3565846847441978\">@小鹏汽车</a><a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>烦请各位加精，多谢</body></html>","text":"RMB兑换美金的汇率依旧是市场中概股重要的风向标之一，约等于中概股定价的锚。 今日RMB大幅走软，果然中概又是一片哀嚎。关于这一点，东哥在之前长文中细数过汇率与中概成长股的关系，此处不展开。 RMB贬值带来的蝴蝶效应 目前市场还是很犹豫，通常当天上涨的品种第二天就会被收割，持续性很差。 新股也基本都是镰刀，类似于刚上市的$滴滴(DIDI)$或者叮咚买菜。 市场最近进入了高级难度，赚钱效应下降的显而易见。 但是按照东哥思路不去追高的朋友应该不会被套，反之类似于看着$蔚来(NIO)$稍微突破就忙不迭追进去的朋友可能短期内要站岗。 短期成长股有冒头现象，市场是否可以再次完成风格切换是投资者需要在下周密切关心的主题。 本周几个操作（空间站实时更新，收评仅作为记录和反思，不作为任何投资建议） 1.加仓了一点百度bidu和爱彼迎abnb（均占总仓位不超过2%） 这俩票持续跟踪，从百度185美金加仓上来，abnb也获得了接近20%的收益，继续持股待涨的态度，暂时不考虑卖出 2.对于已经持有$特斯拉(TSLA)$，蔚来或者$小鹏汽车(XPEV)$的朋友依旧是继续持有，不需要因为大涨后就急于卖出。 记住一点：缓慢收益，放长线钓大鱼。 完美预判新能源汽车的涨势 3.市场中不乏机会，三季度开始后市场风格是否可以由价值股转为成长股目前依旧未知。 但是中长线思维角度考虑下：目前收集优秀股权并进行资产再配置是一个不错的选择。 比如我在一个多月前对于abnb的配置就获取了不少的超额收益，基本上20%的收益躺着就可以赚到，这就是资产再配置的典型逻辑思路。 抄底ABNB 预判市场风格是否可以完成3月后的二次切换是我们接下来的目标。 同时预判的成功与否也是三季度投资者是否可以获取超额收益的风向指南。（类似于疫情后迅速抄底复苏股和周期行业一样） @爱发红包的虎妞@小虎老师@小虎周报@小虎AV@老虎专刊@胖虎福利@StevenTing@小虎访谈@Seven8@小鹏汽车@话题虎$阿里巴巴(BABA)$ 烦请各位加精，多谢","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/152993473","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["XPEV","DIDI","NIO","BABA","TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1505,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1034,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PSAC","XPEV","PSACU","NIO","BABA","TSLA","JD","09618"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":176,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/152483119"}