👍🏼_老虎社区_美港股上老虎 - 老虎社区

👍🏼

@看遍世界景赚足天下钱：不能太经验主义

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

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":847448035,"tweetId":"847448035","gmtCreate":1636549937917,"gmtModify":1636549938115,"author":{"id":3586338902882279,"idStr":"3586338902882279","authorId":3586338902882279,"authorIdStr":"3586338902882279","name":"Saras","avatar":"https://static.tigerbbs.com/2bf0de0dd3a4c083e202aad7b1bc71ae","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>👍🏼</p></body></html>","htmlText":"<html><head></head><body><p>👍🏼</p></body></html>","text":"👍🏼","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/847448035","repostId":847422820,"repostType":1,"repost":{"magic":2,"id":847422820,"tweetId":"847422820","gmtCreate":1636547935427,"gmtModify":1636628008944,"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":14544,"starInvestorFlag":false},"themes":[{"themeId":"1098cd63717f444b9656d1cbe991b2a4","categoryId":"c5e97d7d927343c9a5b039f63562a2e0","name":"闲聊几句","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":1098cd63717f444b9656d1cbe991b2a4}&rnconfig={\"headerBarHidden\": true}","description":"闲着没事一起聊聊天呗","image":"https://static.tigerbbs.com/374786c1c8270113b3644dce33be490c"}],"images":[],"coverImages":[],"title":"不能太经验主义","extraTitle":"","html":"<html><head></head><body><p>今天看到朋友圈有人发房价的冬天已经过去，春天即将到来，说的是高盛最近开始卖内地优质开放商的企业债，然后就这件事说外资已经看好中国房地产市场，开始抄底了。</p><p>看后我觉得莫名其妙，一是优质的中国房企的企业债权外资一直在买呀，又不是今天才买，像龙湖、万科、中海这些现金流和负债率都正常的企业，为什么不买呢？二是高盛一家的买债行为并不构成所谓的外资和市场信心。三是中国的房地产市场之前的确是经历过多轮的抑制后反弹，但是这样的历史经验并不能套用于当下的情况。</p><p>市场和环境一直在更新，有些历史会重演，但是如果按部就班拿着个别以前的历史现象来解释当下，那是比较危险的。投资里也是。不能说一支股在之前某些事件触发了他的上涨就觉得之后的类似事件都会触发上涨。</p><p>经验主义在市场里并不时常奏效，而最最关键的，还是理性思考、更新思维、步步为营。</p></body></html>","htmlText":"<html><head></head><body><p>今天看到朋友圈有人发房价的冬天已经过去，春天即将到来，说的是高盛最近开始卖内地优质开放商的企业债，然后就这件事说外资已经看好中国房地产市场，开始抄底了。</p><p>看后我觉得莫名其妙，一是优质的中国房企的企业债权外资一直在买呀，又不是今天才买，像龙湖、万科、中海这些现金流和负债率都正常的企业，为什么不买呢？二是高盛一家的买债行为并不构成所谓的外资和市场信心。三是中国的房地产市场之前的确是经历过多轮的抑制后反弹，但是这样的历史经验并不能套用于当下的情况。</p><p>市场和环境一直在更新，有些历史会重演，但是如果按部就班拿着个别以前的历史现象来解释当下，那是比较危险的。投资里也是。不能说一支股在之前某些事件触发了他的上涨就觉得之后的类似事件都会触发上涨。</p><p>经验主义在市场里并不时常奏效，而最最关键的，还是理性思考、更新思维、步步为营。</p></body></html>","text":"今天看到朋友圈有人发房价的冬天已经过去，春天即将到来，说的是高盛最近开始卖内地优质开放商的企业债，然后就这件事说外资已经看好中国房地产市场，开始抄底了。 看后我觉得莫名其妙，一是优质的中国房企的企业债权外资一直在买呀，又不是今天才买，像龙湖、万科、中海这些现金流和负债率都正常的企业，为什么不买呢？二是高盛一家的买债行为并不构成所谓的外资和市场信心。三是中国的房地产市场之前的确是经历过多轮的抑制后反弹，但是这样的历史经验并不能套用于当下的情况。 市场和环境一直在更新，有些历史会重演，但是如果按部就班拿着个别以前的历史现象来解释当下，那是比较危险的。投资里也是。不能说一支股在之前某些事件触发了他的上涨就觉得之后的类似事件都会触发上涨。 经验主义在市场里并不时常奏效，而最最关键的，还是理性思考、更新思维、步步为营。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/847422820","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"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":686,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":797,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/847448035"}