期待春天_老虎社区_美港股上老虎 - 老虎社区

期待春天

@看遍世界景赚足天下钱：$阿里巴巴(BABA)$为什么曾经被认为是完美无瑕的投资标的的阿里巴巴，会跌成这个狗样。这是个最近很值得思考的问题，为什么连查理芒格都会看走眼。我觉得要看清楚资本的两大习性，一是逐利性，二是风险厌恶。我自己认为这两个习性的同时作用让阿里巴巴跌得那么惨的。利润增速放缓，逐利的资本就想逃离。各种政策风险出现，资本坚定逃离。所以，逃得非常快，刹不住。最近政策风险慢慢平息了，但是宏观经济的不乐观又加深了投资者对未来增速下滑的担忧，所以股价继续跌。只能等一份漂亮的财报了，告诉投资者增长依然正常，漂亮的数据才能救赎。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":691243371,"tweetId":"691243371","gmtCreate":1640215534220,"gmtModify":1640215534353,"author":{"id":4095662847592050,"idStr":"4095662847592050","authorId":4095662847592050,"authorIdStr":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>期待春天</p></body></html>","htmlText":"<html><head></head><body><p>期待春天</p></body></html>","text":"期待春天","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/691243371","repostId":693679943,"repostType":1,"repost":{"magic":2,"id":693679943,"tweetId":"693679943","gmtCreate":1640018197707,"gmtModify":1640137030819,"author":{"id":3466684903067182,"idStr":"3466684903067182","authorId":3466684903067182,"authorIdStr":"3466684903067182","name":"看遍世界景赚足天下钱","avatar":"https://static.tigerbbs.com/036367fd006fdcb94e383902a9d8277a","vip":2,"userType":2,"introduction":"深耕商业地产超十年","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.04.22","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":14547,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>为什么曾经被认为是完美无瑕的投资标的的阿里巴巴，会跌成这个狗样。</p><p>这是个最近很值得思考的问题，为什么连查理芒格都会看走眼。</p><p>我觉得要看清楚资本的两大习性，一是逐利性，二是风险厌恶。我自己认为这两个习性的同时作用让阿里巴巴跌得那么惨的。</p><p>利润增速放缓，逐利的资本就想逃离。各种政策风险出现，资本坚定逃离。所以，逃得非常快，刹不住。</p><p>最近政策风险慢慢平息了，但是宏观经济的不乐观又加深了投资者对未来增速下滑的担忧，所以股价继续跌。</p><p>只能等一份漂亮的财报了，告诉投资者增长依然正常，漂亮的数据才能救赎。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>为什么曾经被认为是完美无瑕的投资标的的阿里巴巴，会跌成这个狗样。</p><p>这是个最近很值得思考的问题，为什么连查理芒格都会看走眼。</p><p>我觉得要看清楚资本的两大习性，一是逐利性，二是风险厌恶。我自己认为这两个习性的同时作用让阿里巴巴跌得那么惨的。</p><p>利润增速放缓，逐利的资本就想逃离。各种政策风险出现，资本坚定逃离。所以，逃得非常快，刹不住。</p><p>最近政策风险慢慢平息了，但是宏观经济的不乐观又加深了投资者对未来增速下滑的担忧，所以股价继续跌。</p><p>只能等一份漂亮的财报了，告诉投资者增长依然正常，漂亮的数据才能救赎。</p></body></html>","text":"$阿里巴巴(BABA)$为什么曾经被认为是完美无瑕的投资标的的阿里巴巴，会跌成这个狗样。 这是个最近很值得思考的问题，为什么连查理芒格都会看走眼。 我觉得要看清楚资本的两大习性，一是逐利性，二是风险厌恶。我自己认为这两个习性的同时作用让阿里巴巴跌得那么惨的。 利润增速放缓，逐利的资本就想逃离。各种政策风险出现，资本坚定逃离。所以，逃得非常快，刹不住。 最近政策风险慢慢平息了，但是宏观经济的不乐观又加深了投资者对未来增速下滑的担忧，所以股价继续跌。 只能等一份漂亮的财报了，告诉投资者增长依然正常，漂亮的数据才能救赎。","highlighted":2,"essential":1,"paper":1,"link":"https://laohu8.com/post/693679943","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["BABA"],"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":481,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":294,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/691243371"}