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ftf00745
2021-04-01
[强] [强]
@胖虎哒哒:B站这笔投资很妙啊
ftf00745
2021-02-20
这篇文章不错,转发给大家看看
@荒野侦探:写在声网财报前:Clubhouse只是其中一种可能性!
ftf00745
2021-02-17
[强]
@小虎周报:美港股策略:QE火力全开,带给上半年哪些投资机会?
ftf00745
2021-01-19
[微笑]
@小虎AV:微信公开课今日披露,2020年微信小程序日活4亿,人均使用小程序个数同比增长25%,人均小程序交易金额同比增长67%。2020小程序全年交易额,同比增长超100%。其中,微信小程序健康码服务累计用户8亿,累计展码200亿。行程卡累计服务用户5.5亿,累计访问次数10.4亿。$腾讯控股(00700)$
去老虎APP查看更多动态
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[强] ","listText":"[强] [强] ","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357245618","repostId":"357129949","repostType":1,"repost":{"id":357129949,"gmtCreate":1617248150977,"gmtModify":1617279300274,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510558082622800","authorIdStr":"3510558082622800"},"themes":[],"title":"B站这笔投资很妙啊","htmlText":"B站以9.6亿港元战略投资心动公司,将围绕游戏及TapTap展开合作。4月1日,哔哩哔哩宣布以约9.6亿港元战略投资心动公司,双方将在游戏领域建立良好合作关系。根据协议,B站将以42.38港元/股的价格认购心动公司发行的普通股22,660,000股,总认购价格约为9.6亿港元。交易完成后,B站将持有心动公司约4.72%股权。<a target=\"_blank\" href=\"https://laohu8.com/S/02400\">$心动公司(02400)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a>","listText":"B站以9.6亿港元战略投资心动公司,将围绕游戏及TapTap展开合作。4月1日,哔哩哔哩宣布以约9.6亿港元战略投资心动公司,双方将在游戏领域建立良好合作关系。根据协议,B站将以42.38港元/股的价格认购心动公司发行的普通股22,660,000股,总认购价格约为9.6亿港元。交易完成后,B站将持有心动公司约4.72%股权。<a target=\"_blank\" href=\"https://laohu8.com/S/02400\">$心动公司(02400)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a>","text":"B站以9.6亿港元战略投资心动公司,将围绕游戏及TapTap展开合作。4月1日,哔哩哔哩宣布以约9.6亿港元战略投资心动公司,双方将在游戏领域建立良好合作关系。根据协议,B站将以42.38港元/股的价格认购心动公司发行的普通股22,660,000股,总认购价格约为9.6亿港元。交易完成后,B站将持有心动公司约4.72%股权。$心动公司(02400)$ $哔哩哔哩(BILI)$ $哔哩哔哩-SW(09626)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357129949","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360937642,"gmtCreate":1613808003086,"gmtModify":1613808003086,"author":{"id":"10000000000005691","authorId":"10000000000005691","name":"ftf00745","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000005691","authorIdStr":"10000000000005691"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360937642","repostId":"360937805","repostType":1,"repost":{"id":360937805,"gmtCreate":1613807977503,"gmtModify":1613876176833,"author":{"id":"3480300888703096","authorId":"3480300888703096","name":"荒野侦探","avatar":"https://static.tigerbbs.com/676ca151c5979a45c1864347e2da198a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480300888703096","authorIdStr":"3480300888703096"},"themes":[],"title":"写在声网财报前:Clubhouse只是其中一种可能性!","htmlText":"最近几周以来,<a target=\"_blank\" href=\"https://laohu8.com/S/API\">$声网(API)$</a> 股价翻番。强势的股价表现和Clubhouse的崛起有很大关系。Clubhouse每季度可能为声网贡献数亿美元的收入。然而更重要的是,世界将声网视为一个完美的实时通信应用的发起者。这意味着巨大的可能性。 声网的解决方案提供了可伸缩、经济有效和简单的解决方案,可以将视频、语音和消息功能嵌入到云上的应用程序和设备中,而无需自己构建基础设施。Clubhouse正是见证者,不仅是规模,而且是速度。据报道,Clubhouse使用声网的技术,一周内就开发出了这款应用。 了解Clubhouse Clubhouse是一款新的音频社交应用程序。用户可以随意进出聊天室,从简短对话到会议交谈。到目前为止,主要的区别是这些聊天室是实时的,短暂的(没有录音,或者由组织者决定),而且只有邀请才能使用(独家)。 听起来不是很特别?直到埃隆•马斯克(Elon Musk)走进其中一个房间,他在那里谈论火星生活,并与Robinhood的首席执行官弗拉基米尔•特涅夫(Vladimir Tenev)就WSB的崛起开起了玩笑。来自世界各地的人们,放下他们正在做的事情收听。据报道,聊天室的听众达到了5000人。 但吸引听众的不只是马斯克。旧金山、迈阿密和奥斯汀的市长们聚集在一个“房间”里,兜售他们的城市是科技公司开展业务的最佳场所。成千上万的企业家和投资者蜂拥而至分享他们的观点。 当下Clubhouse的注册用户已经超过600万。去年12月,这一数字仅为几十万。令人难以置信的是,尽管限制了每个用户只能邀请5个。就在马斯克现身前不久,Clubhouse完成了一轮1亿美元的融资,使其估值达到10亿美元。 Clubhouse对声网有什么帮助? Clubhouse的最新数据显示,它可能","listText":"最近几周以来,<a target=\"_blank\" href=\"https://laohu8.com/S/API\">$声网(API)$</a> 股价翻番。强势的股价表现和Clubhouse的崛起有很大关系。Clubhouse每季度可能为声网贡献数亿美元的收入。然而更重要的是,世界将声网视为一个完美的实时通信应用的发起者。这意味着巨大的可能性。 声网的解决方案提供了可伸缩、经济有效和简单的解决方案,可以将视频、语音和消息功能嵌入到云上的应用程序和设备中,而无需自己构建基础设施。Clubhouse正是见证者,不仅是规模,而且是速度。据报道,Clubhouse使用声网的技术,一周内就开发出了这款应用。 了解Clubhouse Clubhouse是一款新的音频社交应用程序。用户可以随意进出聊天室,从简短对话到会议交谈。到目前为止,主要的区别是这些聊天室是实时的,短暂的(没有录音,或者由组织者决定),而且只有邀请才能使用(独家)。 听起来不是很特别?直到埃隆•马斯克(Elon Musk)走进其中一个房间,他在那里谈论火星生活,并与Robinhood的首席执行官弗拉基米尔•特涅夫(Vladimir Tenev)就WSB的崛起开起了玩笑。来自世界各地的人们,放下他们正在做的事情收听。据报道,聊天室的听众达到了5000人。 但吸引听众的不只是马斯克。旧金山、迈阿密和奥斯汀的市长们聚集在一个“房间”里,兜售他们的城市是科技公司开展业务的最佳场所。成千上万的企业家和投资者蜂拥而至分享他们的观点。 当下Clubhouse的注册用户已经超过600万。去年12月,这一数字仅为几十万。令人难以置信的是,尽管限制了每个用户只能邀请5个。就在马斯克现身前不久,Clubhouse完成了一轮1亿美元的融资,使其估值达到10亿美元。 Clubhouse对声网有什么帮助? Clubhouse的最新数据显示,它可能","text":"最近几周以来,$声网(API)$ 股价翻番。强势的股价表现和Clubhouse的崛起有很大关系。Clubhouse每季度可能为声网贡献数亿美元的收入。然而更重要的是,世界将声网视为一个完美的实时通信应用的发起者。这意味着巨大的可能性。 声网的解决方案提供了可伸缩、经济有效和简单的解决方案,可以将视频、语音和消息功能嵌入到云上的应用程序和设备中,而无需自己构建基础设施。Clubhouse正是见证者,不仅是规模,而且是速度。据报道,Clubhouse使用声网的技术,一周内就开发出了这款应用。 了解Clubhouse Clubhouse是一款新的音频社交应用程序。用户可以随意进出聊天室,从简短对话到会议交谈。到目前为止,主要的区别是这些聊天室是实时的,短暂的(没有录音,或者由组织者决定),而且只有邀请才能使用(独家)。 听起来不是很特别?直到埃隆•马斯克(Elon Musk)走进其中一个房间,他在那里谈论火星生活,并与Robinhood的首席执行官弗拉基米尔•特涅夫(Vladimir Tenev)就WSB的崛起开起了玩笑。来自世界各地的人们,放下他们正在做的事情收听。据报道,聊天室的听众达到了5000人。 但吸引听众的不只是马斯克。旧金山、迈阿密和奥斯汀的市长们聚集在一个“房间”里,兜售他们的城市是科技公司开展业务的最佳场所。成千上万的企业家和投资者蜂拥而至分享他们的观点。 当下Clubhouse的注册用户已经超过600万。去年12月,这一数字仅为几十万。令人难以置信的是,尽管限制了每个用户只能邀请5个。就在马斯克现身前不久,Clubhouse完成了一轮1亿美元的融资,使其估值达到10亿美元。 Clubhouse对声网有什么帮助? Clubhouse的最新数据显示,它可能","images":[{"img":"https://static.tigerbbs.com/1a83d4c151ee15da92a2a1c5cfaae32e","width":"1060","height":"282"},{"img":"https://static.tigerbbs.com/52ca96ca14b54363ccb156a0fc9b63e6","width":"1388","height":"681"},{"img":"https://static.tigerbbs.com/8d8f5da8a82333ccd7edf0a9d870695a","width":"1082","height":"570"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360937805","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385879941,"gmtCreate":1613536202283,"gmtModify":1613536202283,"author":{"id":"10000000000005691","authorId":"10000000000005691","name":"ftf00745","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000005691","authorIdStr":"10000000000005691"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385879941","repostId":"382509454","repostType":1,"repost":{"id":382509454,"gmtCreate":1613461068174,"gmtModify":1613713102654,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美港股策略:QE火力全开,带给上半年哪些投资机会?","htmlText":"核心观点 全球央行火力全开,海外市场高歌猛进 农历春节期间,海外市场延续着高歌猛进的表现,除了美联储货币、财政带来的双宽松,欧日央行也在延续QE,因此出现指数级表现不足为奇。一如年初时展望,我们仍然看好Q1美股表现,对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面,一季度财政纾困资金可能外溢到权益市场,加上风险偏好以及温和波动的美债利率,可能加速推动海外成长股配置, 1)基于人民币升值和企业增长的长期主线:我们认为未来1-2年中概股仍将跑赢主流权益资产;<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China 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[强] ","listText":"[强] [强] ","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357245618","repostId":"357129949","repostType":1,"repost":{"id":357129949,"gmtCreate":1617248150977,"gmtModify":1617279300274,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510558082622800","authorIdStr":"3510558082622800"},"themes":[],"title":"B站这笔投资很妙啊","htmlText":"B站以9.6亿港元战略投资心动公司,将围绕游戏及TapTap展开合作。4月1日,哔哩哔哩宣布以约9.6亿港元战略投资心动公司,双方将在游戏领域建立良好合作关系。根据协议,B站将以42.38港元/股的价格认购心动公司发行的普通股22,660,000股,总认购价格约为9.6亿港元。交易完成后,B站将持有心动公司约4.72%股权。<a target=\"_blank\" href=\"https://laohu8.com/S/02400\">$心动公司(02400)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a>","listText":"B站以9.6亿港元战略投资心动公司,将围绕游戏及TapTap展开合作。4月1日,哔哩哔哩宣布以约9.6亿港元战略投资心动公司,双方将在游戏领域建立良好合作关系。根据协议,B站将以42.38港元/股的价格认购心动公司发行的普通股22,660,000股,总认购价格约为9.6亿港元。交易完成后,B站将持有心动公司约4.72%股权。<a target=\"_blank\" href=\"https://laohu8.com/S/02400\">$心动公司(02400)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a>","text":"B站以9.6亿港元战略投资心动公司,将围绕游戏及TapTap展开合作。4月1日,哔哩哔哩宣布以约9.6亿港元战略投资心动公司,双方将在游戏领域建立良好合作关系。根据协议,B站将以42.38港元/股的价格认购心动公司发行的普通股22,660,000股,总认购价格约为9.6亿港元。交易完成后,B站将持有心动公司约4.72%股权。$心动公司(02400)$ $哔哩哔哩(BILI)$ $哔哩哔哩-SW(09626)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357129949","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360937642,"gmtCreate":1613808003086,"gmtModify":1613808003086,"author":{"id":"10000000000005691","authorId":"10000000000005691","name":"ftf00745","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000005691","authorIdStr":"10000000000005691"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360937642","repostId":"360937805","repostType":1,"repost":{"id":360937805,"gmtCreate":1613807977503,"gmtModify":1613876176833,"author":{"id":"3480300888703096","authorId":"3480300888703096","name":"荒野侦探","avatar":"https://static.tigerbbs.com/676ca151c5979a45c1864347e2da198a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480300888703096","authorIdStr":"3480300888703096"},"themes":[],"title":"写在声网财报前:Clubhouse只是其中一种可能性!","htmlText":"最近几周以来,<a target=\"_blank\" href=\"https://laohu8.com/S/API\">$声网(API)$</a> 股价翻番。强势的股价表现和Clubhouse的崛起有很大关系。Clubhouse每季度可能为声网贡献数亿美元的收入。然而更重要的是,世界将声网视为一个完美的实时通信应用的发起者。这意味着巨大的可能性。 声网的解决方案提供了可伸缩、经济有效和简单的解决方案,可以将视频、语音和消息功能嵌入到云上的应用程序和设备中,而无需自己构建基础设施。Clubhouse正是见证者,不仅是规模,而且是速度。据报道,Clubhouse使用声网的技术,一周内就开发出了这款应用。 了解Clubhouse Clubhouse是一款新的音频社交应用程序。用户可以随意进出聊天室,从简短对话到会议交谈。到目前为止,主要的区别是这些聊天室是实时的,短暂的(没有录音,或者由组织者决定),而且只有邀请才能使用(独家)。 听起来不是很特别?直到埃隆•马斯克(Elon Musk)走进其中一个房间,他在那里谈论火星生活,并与Robinhood的首席执行官弗拉基米尔•特涅夫(Vladimir Tenev)就WSB的崛起开起了玩笑。来自世界各地的人们,放下他们正在做的事情收听。据报道,聊天室的听众达到了5000人。 但吸引听众的不只是马斯克。旧金山、迈阿密和奥斯汀的市长们聚集在一个“房间”里,兜售他们的城市是科技公司开展业务的最佳场所。成千上万的企业家和投资者蜂拥而至分享他们的观点。 当下Clubhouse的注册用户已经超过600万。去年12月,这一数字仅为几十万。令人难以置信的是,尽管限制了每个用户只能邀请5个。就在马斯克现身前不久,Clubhouse完成了一轮1亿美元的融资,使其估值达到10亿美元。 Clubhouse对声网有什么帮助? Clubhouse的最新数据显示,它可能","listText":"最近几周以来,<a target=\"_blank\" href=\"https://laohu8.com/S/API\">$声网(API)$</a> 股价翻番。强势的股价表现和Clubhouse的崛起有很大关系。Clubhouse每季度可能为声网贡献数亿美元的收入。然而更重要的是,世界将声网视为一个完美的实时通信应用的发起者。这意味着巨大的可能性。 声网的解决方案提供了可伸缩、经济有效和简单的解决方案,可以将视频、语音和消息功能嵌入到云上的应用程序和设备中,而无需自己构建基础设施。Clubhouse正是见证者,不仅是规模,而且是速度。据报道,Clubhouse使用声网的技术,一周内就开发出了这款应用。 了解Clubhouse Clubhouse是一款新的音频社交应用程序。用户可以随意进出聊天室,从简短对话到会议交谈。到目前为止,主要的区别是这些聊天室是实时的,短暂的(没有录音,或者由组织者决定),而且只有邀请才能使用(独家)。 听起来不是很特别?直到埃隆•马斯克(Elon Musk)走进其中一个房间,他在那里谈论火星生活,并与Robinhood的首席执行官弗拉基米尔•特涅夫(Vladimir Tenev)就WSB的崛起开起了玩笑。来自世界各地的人们,放下他们正在做的事情收听。据报道,聊天室的听众达到了5000人。 但吸引听众的不只是马斯克。旧金山、迈阿密和奥斯汀的市长们聚集在一个“房间”里,兜售他们的城市是科技公司开展业务的最佳场所。成千上万的企业家和投资者蜂拥而至分享他们的观点。 当下Clubhouse的注册用户已经超过600万。去年12月,这一数字仅为几十万。令人难以置信的是,尽管限制了每个用户只能邀请5个。就在马斯克现身前不久,Clubhouse完成了一轮1亿美元的融资,使其估值达到10亿美元。 Clubhouse对声网有什么帮助? Clubhouse的最新数据显示,它可能","text":"最近几周以来,$声网(API)$ 股价翻番。强势的股价表现和Clubhouse的崛起有很大关系。Clubhouse每季度可能为声网贡献数亿美元的收入。然而更重要的是,世界将声网视为一个完美的实时通信应用的发起者。这意味着巨大的可能性。 声网的解决方案提供了可伸缩、经济有效和简单的解决方案,可以将视频、语音和消息功能嵌入到云上的应用程序和设备中,而无需自己构建基础设施。Clubhouse正是见证者,不仅是规模,而且是速度。据报道,Clubhouse使用声网的技术,一周内就开发出了这款应用。 了解Clubhouse Clubhouse是一款新的音频社交应用程序。用户可以随意进出聊天室,从简短对话到会议交谈。到目前为止,主要的区别是这些聊天室是实时的,短暂的(没有录音,或者由组织者决定),而且只有邀请才能使用(独家)。 听起来不是很特别?直到埃隆•马斯克(Elon Musk)走进其中一个房间,他在那里谈论火星生活,并与Robinhood的首席执行官弗拉基米尔•特涅夫(Vladimir Tenev)就WSB的崛起开起了玩笑。来自世界各地的人们,放下他们正在做的事情收听。据报道,聊天室的听众达到了5000人。 但吸引听众的不只是马斯克。旧金山、迈阿密和奥斯汀的市长们聚集在一个“房间”里,兜售他们的城市是科技公司开展业务的最佳场所。成千上万的企业家和投资者蜂拥而至分享他们的观点。 当下Clubhouse的注册用户已经超过600万。去年12月,这一数字仅为几十万。令人难以置信的是,尽管限制了每个用户只能邀请5个。就在马斯克现身前不久,Clubhouse完成了一轮1亿美元的融资,使其估值达到10亿美元。 Clubhouse对声网有什么帮助? Clubhouse的最新数据显示,它可能","images":[{"img":"https://static.tigerbbs.com/1a83d4c151ee15da92a2a1c5cfaae32e","width":"1060","height":"282"},{"img":"https://static.tigerbbs.com/52ca96ca14b54363ccb156a0fc9b63e6","width":"1388","height":"681"},{"img":"https://static.tigerbbs.com/8d8f5da8a82333ccd7edf0a9d870695a","width":"1082","height":"570"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360937805","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385879941,"gmtCreate":1613536202283,"gmtModify":1613536202283,"author":{"id":"10000000000005691","authorId":"10000000000005691","name":"ftf00745","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000005691","authorIdStr":"10000000000005691"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385879941","repostId":"382509454","repostType":1,"repost":{"id":382509454,"gmtCreate":1613461068174,"gmtModify":1613713102654,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美港股策略:QE火力全开,带给上半年哪些投资机会?","htmlText":"核心观点 全球央行火力全开,海外市场高歌猛进 农历春节期间,海外市场延续着高歌猛进的表现,除了美联储货币、财政带来的双宽松,欧日央行也在延续QE,因此出现指数级表现不足为奇。一如年初时展望,我们仍然看好Q1美股表现,对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面,一季度财政纾困资金可能外溢到权益市场,加上风险偏好以及温和波动的美债利率,可能加速推动海外成长股配置, 1)基于人民币升值和企业增长的长期主线:我们认为未来1-2年中概股仍将跑赢主流权益资产;<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现,大概率会令内生能力更强的成长股迎来配置潮,我们重点看好具备国际化业务和能力的海外科技。(图4) 2)预计4月份疫苗全面接种,相应的美国通胀进入预警阶段,经济上行带动价值和周期前景提升:比如业绩对通胀比较敏感的银行股(尤其是消费类银行),重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ,<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ,<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ; 还有具备抗通胀属性的比特币概念股,重点看好海外支付龙头","listText":"核心观点 全球央行火力全开,海外市场高歌猛进 农历春节期间,海外市场延续着高歌猛进的表现,除了美联储货币、财政带来的双宽松,欧日央行也在延续QE,因此出现指数级表现不足为奇。一如年初时展望,我们仍然看好Q1美股表现,对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面,一季度财政纾困资金可能外溢到权益市场,加上风险偏好以及温和波动的美债利率,可能加速推动海外成长股配置, 1)基于人民币升值和企业增长的长期主线:我们认为未来1-2年中概股仍将跑赢主流权益资产;<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现,大概率会令内生能力更强的成长股迎来配置潮,我们重点看好具备国际化业务和能力的海外科技。(图4) 2)预计4月份疫苗全面接种,相应的美国通胀进入预警阶段,经济上行带动价值和周期前景提升:比如业绩对通胀比较敏感的银行股(尤其是消费类银行),重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ,<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ,<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ; 还有具备抗通胀属性的比特币概念股,重点看好海外支付龙头","text":"核心观点 全球央行火力全开,海外市场高歌猛进 农历春节期间,海外市场延续着高歌猛进的表现,除了美联储货币、财政带来的双宽松,欧日央行也在延续QE,因此出现指数级表现不足为奇。一如年初时展望,我们仍然看好Q1美股表现,对应4000点的位置。$标普500(.SPX)$ 上半年美股有哪些投资主线? 风格方面,一季度财政纾困资金可能外溢到权益市场,加上风险偏好以及温和波动的美债利率,可能加速推动海外成长股配置, 1)基于人民币升值和企业增长的长期主线:我们认为未来1-2年中概股仍将跑赢主流权益资产;$KraneShares CSI China Internet ETF(KWEB)$ 其次未来宽松边际拐点的必然出现,大概率会令内生能力更强的成长股迎来配置潮,我们重点看好具备国际化业务和能力的海外科技。(图4) 2)预计4月份疫苗全面接种,相应的美国通胀进入预警阶段,经济上行带动价值和周期前景提升:比如业绩对通胀比较敏感的银行股(尤其是消费类银行),重点看好$美国银行(BAC)$ ,$花旗(C)$ ,$摩根士丹利(MS)$ ; 还有具备抗通胀属性的比特币概念股,重点看好海外支付龙头","images":[{"img":"https://static.tigerbbs.com/51ce5c5fca651815c54bb9d12a0ed62b","width":"834","height":"430"},{"img":"https://static.tigerbbs.com/e1765144acda0365573baccb9a520dd6","width":"667","height":"854"},{"img":"https://static.tigerbbs.com/97caf096ca1a323e05a06e77d3cbc0e8","width":"644","height":"849"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382509454","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}