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qv9605
2021-01-04
这篇文章不错,转发给大家看看
@小虎周报:2021美港股展望:权益大年开启,成长与价值共舞
qv9605
2021-04-07
[思考] [思考]
@小虎AV:4月6日,据外媒报道,腾讯控股投资的《绝地求生》游戏开发商Krafton将于4月在韩国提交IPO的初步审查申请。报道称,该公司估值达到30万亿韩元(约合267亿美元)。Krafton的上市,将会是韩国最大规模的IPO之一。报道称,Krafton去年的销售额达到1.7万亿韩元(约合15亿美元),营业利润超过7700亿韩元,紧追韩国顶级游戏开发商Nexon和NCSoft[眼眼]$腾讯控股(00700)$ 这波腾讯可以赚不少[财迷]
qv9605
2021-03-30
[微笑]
@胖虎哒哒:老B爆仓事件持续发酵,瑞士信贷预估亏损在30~40亿美元间
qv9605
2021-03-11
[思考] [思考]
@小虎AV:在一次采访中,巴菲特向记者透露自己投资比亚迪的过程:其实是查理·芒格非常坚持要投资比亚迪,并称比亚迪创始人王传福是爱迪生和比尔·盖茨的结合体,巴菲特这才决定投资比亚迪。最后结果证明芒格的对的,比亚迪经营状况非常好,王传福有很多的想法,并且也能实现这些想法.即使是巴老也有看走眼的时候$比亚迪(002594)$ $比亚迪股份(01211)$ $比亚迪电子(00285)$ $比亚迪ADR(BYDDY)$
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[思考] ","listText":"[思考] [思考] ","text":"[思考] [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341397137","repostId":"341945338","repostType":1,"repost":{"id":341945338,"gmtCreate":1617775435821,"gmtModify":1617786408434,"author":{"id":"3514329116425907","authorId":"3514329116425907","authorIdStr":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"绝地求生开发商提交上市申请,估值260亿美元!","htmlText":"\n \n \n 4月6日,据外媒报道,腾讯控股投资的《绝地求生》游戏开发商Krafton将于4月在韩国提交IPO的初步审查申请。报道称,该公司估值达到30万亿韩元(约合267亿美元)。Krafton的上市,将会是韩国最大规模的IPO之一。报道称,Krafton去年的销售额达到1.7万亿韩元(约合15亿美元),营业利润超过7700亿韩元,紧追韩国顶级游戏开发商Nexon和NCSoft[眼眼]<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 这波腾讯可以赚不少[财迷]\n \n","listText":"4月6日,据外媒报道,腾讯控股投资的《绝地求生》游戏开发商Krafton将于4月在韩国提交IPO的初步审查申请。报道称,该公司估值达到30万亿韩元(约合267亿美元)。Krafton的上市,将会是韩国最大规模的IPO之一。报道称,Krafton去年的销售额达到1.7万亿韩元(约合15亿美元),营业利润超过7700亿韩元,紧追韩国顶级游戏开发商Nexon和NCSoft[眼眼]<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 这波腾讯可以赚不少[财迷]","text":"4月6日,据外媒报道,腾讯控股投资的《绝地求生》游戏开发商Krafton将于4月在韩国提交IPO的初步审查申请。报道称,该公司估值达到30万亿韩元(约合267亿美元)。Krafton的上市,将会是韩国最大规模的IPO之一。报道称,Krafton去年的销售额达到1.7万亿韩元(约合15亿美元),营业利润超过7700亿韩元,紧追韩国顶级游戏开发商Nexon和NCSoft[眼眼]$腾讯控股(00700)$ 这波腾讯可以赚不少[财迷]","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341945338","isVote":1,"tweetType":2,"object":{"id":"ed3a557ab4fe406dab386da351f2a09b","tweetId":"341945338","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/bb45662e5285890816584016175/vOHpnEaj2nEA.mp4","poster":"https://static.tigerbbs.com/1a604156841fe4b0c1b991692cdf9413"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355542182,"gmtCreate":1617091203246,"gmtModify":1617091203246,"author":{"id":"10000000000006716","authorId":"10000000000006716","authorIdStr":"10000000000006716","name":"qv9605","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355542182","repostId":"352773590","repostType":1,"repost":{"id":352773590,"gmtCreate":1617008908307,"gmtModify":1617071405271,"author":{"id":"3510558082622800","authorId":"3510558082622800","authorIdStr":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"老B爆仓事件持续发酵,瑞士信贷预估亏损在30~40亿美元间","htmlText":"瑞士信贷集团(Credit Suisse Group AG)表示,由于一家未具名的美国对冲基金客户在追加保证金要求上违约,该公司第一季度可能面临重大亏损。这是瑞士信贷在最近遭受一系列打击后遭受的最新打击。英国《金融时报》援引两名接近瑞信的人士消息称,(“Bill Hwang爆仓事件”)对瑞信造成的预估亏损在30亿美元~40亿美元间。<a href=\"https://laohu8.com/S/CS\">$瑞士信贷(CS)$</a> 这家总部位于苏黎世的银行在周一的一份声明中表示,虽然现在量化损失的确切规模还为时过早,但“它可能对我们第一季度的业绩产生重大影响。”瑞信(Credit Suisse)说,它和其他银行正在退出与该客户有关的头寸。 早些时候,日本野村控股(Nomura Holdings Inc.)也警告称,一家未透露姓名的美国客户可能会造成“重大”损失。知情人士说,这与Bill Hwang旗下的Archegos Capital Management的平仓交易有关。 知情人士说,Bill Hwang的公司位于纽约,正处于一宗追加保证金通知的中心,这宗通知导致上周五逾200亿美元的股票被强制清盘。出售的股票包括ViacomCBS Inc.、GSX Techedu Inc.、百度Inc.和Discovery Inc.。<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 其中一名知情人士说,由前老虎管理公司(Tiger Management)交易员Bill Hwang创立的家族理财室是野村证券的大宗经纪客户之一,但没有提供更多细节。由于讨论私人信息,他们要求匿名。其中一位知情人士说,其他机构经纪商还包括瑞士信贷(Credit","listText":"瑞士信贷集团(Credit Suisse Group AG)表示,由于一家未具名的美国对冲基金客户在追加保证金要求上违约,该公司第一季度可能面临重大亏损。这是瑞士信贷在最近遭受一系列打击后遭受的最新打击。英国《金融时报》援引两名接近瑞信的人士消息称,(“Bill Hwang爆仓事件”)对瑞信造成的预估亏损在30亿美元~40亿美元间。<a href=\"https://laohu8.com/S/CS\">$瑞士信贷(CS)$</a> 这家总部位于苏黎世的银行在周一的一份声明中表示,虽然现在量化损失的确切规模还为时过早,但“它可能对我们第一季度的业绩产生重大影响。”瑞信(Credit Suisse)说,它和其他银行正在退出与该客户有关的头寸。 早些时候,日本野村控股(Nomura Holdings Inc.)也警告称,一家未透露姓名的美国客户可能会造成“重大”损失。知情人士说,这与Bill Hwang旗下的Archegos Capital Management的平仓交易有关。 知情人士说,Bill Hwang的公司位于纽约,正处于一宗追加保证金通知的中心,这宗通知导致上周五逾200亿美元的股票被强制清盘。出售的股票包括ViacomCBS Inc.、GSX Techedu Inc.、百度Inc.和Discovery Inc.。<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 其中一名知情人士说,由前老虎管理公司(Tiger Management)交易员Bill Hwang创立的家族理财室是野村证券的大宗经纪客户之一,但没有提供更多细节。由于讨论私人信息,他们要求匿名。其中一位知情人士说,其他机构经纪商还包括瑞士信贷(Credit","text":"瑞士信贷集团(Credit Suisse Group AG)表示,由于一家未具名的美国对冲基金客户在追加保证金要求上违约,该公司第一季度可能面临重大亏损。这是瑞士信贷在最近遭受一系列打击后遭受的最新打击。英国《金融时报》援引两名接近瑞信的人士消息称,(“Bill Hwang爆仓事件”)对瑞信造成的预估亏损在30亿美元~40亿美元间。$瑞士信贷(CS)$ 这家总部位于苏黎世的银行在周一的一份声明中表示,虽然现在量化损失的确切规模还为时过早,但“它可能对我们第一季度的业绩产生重大影响。”瑞信(Credit Suisse)说,它和其他银行正在退出与该客户有关的头寸。 早些时候,日本野村控股(Nomura Holdings Inc.)也警告称,一家未透露姓名的美国客户可能会造成“重大”损失。知情人士说,这与Bill Hwang旗下的Archegos Capital Management的平仓交易有关。 知情人士说,Bill Hwang的公司位于纽约,正处于一宗追加保证金通知的中心,这宗通知导致上周五逾200亿美元的股票被强制清盘。出售的股票包括ViacomCBS Inc.、GSX Techedu Inc.、百度Inc.和Discovery Inc.。$跟谁学(GSX)$ $百度(BIDU)$ 其中一名知情人士说,由前老虎管理公司(Tiger Management)交易员Bill Hwang创立的家族理财室是野村证券的大宗经纪客户之一,但没有提供更多细节。由于讨论私人信息,他们要求匿名。其中一位知情人士说,其他机构经纪商还包括瑞士信贷(Credit","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352773590","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321233493,"gmtCreate":1615437001912,"gmtModify":1703489041191,"author":{"id":"10000000000006716","authorId":"10000000000006716","authorIdStr":"10000000000006716","name":"qv9605","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"[思考] [思考] ","listText":"[思考] [思考] ","text":"[思考] [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321233493","repostId":"323579431","repostType":1,"repost":{"id":323579431,"gmtCreate":1615361753919,"gmtModify":1703487877380,"author":{"id":"3514329116425907","authorId":"3514329116425907","authorIdStr":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"巴菲特称一开始对比亚迪不感兴趣:芒格劝了我两次,我才决定入股","htmlText":"\n \n \n 在一次采访中,巴菲特向记者透露自己投资比亚迪的过程:其实是查理·芒格非常坚持要投资比亚迪,并称比亚迪创始人王传福是爱迪生和比尔·盖茨的结合体,巴菲特这才决定投资比亚迪。最后结果证明芒格的对的,比亚迪经营状况非常好,王传福有很多的想法,并且也能实现这些想法.即使是巴老也有看走眼的时候<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a> <a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a> <a href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a>\n \n","listText":"在一次采访中,巴菲特向记者透露自己投资比亚迪的过程:其实是查理·芒格非常坚持要投资比亚迪,并称比亚迪创始人王传福是爱迪生和比尔·盖茨的结合体,巴菲特这才决定投资比亚迪。最后结果证明芒格的对的,比亚迪经营状况非常好,王传福有很多的想法,并且也能实现这些想法.即使是巴老也有看走眼的时候<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a> <a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a> <a href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a>","text":"在一次采访中,巴菲特向记者透露自己投资比亚迪的过程:其实是查理·芒格非常坚持要投资比亚迪,并称比亚迪创始人王传福是爱迪生和比尔·盖茨的结合体,巴菲特这才决定投资比亚迪。最后结果证明芒格的对的,比亚迪经营状况非常好,王传福有很多的想法,并且也能实现这些想法.即使是巴老也有看走眼的时候$比亚迪(002594)$ $比亚迪股份(01211)$ $比亚迪电子(00285)$ $比亚迪ADR(BYDDY)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323579431","isVote":1,"tweetType":2,"object":{"id":"aef9eb9e42fa401f8882665f095167f0","tweetId":"323579431","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/7dc5bdb05285890815274706464/gjZSc4KtZRgA.mp4","poster":"https://static.tigerbbs.com/4d9867fe32a1b73292853f9ea0c63ca3"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331735696,"gmtCreate":1609763400915,"gmtModify":1703740299851,"author":{"id":"10000000000006716","authorId":"10000000000006716","authorIdStr":"10000000000006716","name":"qv9605","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/331735696","repostId":"331541364","repostType":1,"repost":{"id":331541364,"gmtCreate":1609735010749,"gmtModify":1703740102339,"author":{"id":"36979109942400","authorId":"36979109942400","authorIdStr":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"2021美港股展望:权益大年开启,成长与价值共舞","htmlText":"核心观点 指数环境:权益资产渐入佳境 美港股全面牛市渐入佳境,2021Q1预计是强势季度,标普有机会在这期间冲击4000点。通胀升温为QE规模带来一定的不确定性,Q2附近预计是这轮宽松的边际拐点,但不是总量上的拐点。 AH市场进入长牛格局,<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 年内有望冲击4000-4500点区域;港股自Q4起,已经领先于A股和美股(恒指16%+),年内有望继续保持,<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 年内有机会冲击33000点,2年内有望创出历史新高。 市场风格:成长股与价值股共舞 2021年,美股估值的扩张大概率会让位于盈利复苏,QE带来的财富效应减弱,市场从赚流动性的钱,逐渐转向赚增长的钱。美股更有可能出现成长股与价值股共舞的局面。分时段来看: 2021Q1,宽松延续下,美股估值得以维持,盈利提升料预计是资产价格的催化剂;相应的,具备较佳业绩弹性、高经营杠杆的传统企业,在此期间仍然存在超额收益的机会(vs标普)。<a target=\"_blank\" href=\"https://laohu8.com/S/DIA\">$道琼斯ETF(DIA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a> 传统标的相关标的可以参考:<a href=\"https://www.laohu8.com/post/307354629\" target=\"_blank\">《美股周策略:传统企业打开补涨空间,中概短期面临压力》20201116</</a>","listText":"核心观点 指数环境:权益资产渐入佳境 美港股全面牛市渐入佳境,2021Q1预计是强势季度,标普有机会在这期间冲击4000点。通胀升温为QE规模带来一定的不确定性,Q2附近预计是这轮宽松的边际拐点,但不是总量上的拐点。 AH市场进入长牛格局,<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 年内有望冲击4000-4500点区域;港股自Q4起,已经领先于A股和美股(恒指16%+),年内有望继续保持,<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 年内有机会冲击33000点,2年内有望创出历史新高。 市场风格:成长股与价值股共舞 2021年,美股估值的扩张大概率会让位于盈利复苏,QE带来的财富效应减弱,市场从赚流动性的钱,逐渐转向赚增长的钱。美股更有可能出现成长股与价值股共舞的局面。分时段来看: 2021Q1,宽松延续下,美股估值得以维持,盈利提升料预计是资产价格的催化剂;相应的,具备较佳业绩弹性、高经营杠杆的传统企业,在此期间仍然存在超额收益的机会(vs标普)。<a target=\"_blank\" href=\"https://laohu8.com/S/DIA\">$道琼斯ETF(DIA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a> 传统标的相关标的可以参考:<a href=\"https://www.laohu8.com/post/307354629\" target=\"_blank\">《美股周策略:传统企业打开补涨空间,中概短期面临压力》20201116</</a>","text":"核心观点 指数环境:权益资产渐入佳境 美港股全面牛市渐入佳境,2021Q1预计是强势季度,标普有机会在这期间冲击4000点。通胀升温为QE规模带来一定的不确定性,Q2附近预计是这轮宽松的边际拐点,但不是总量上的拐点。 AH市场进入长牛格局,$上证指数(000001.SH)$ 年内有望冲击4000-4500点区域;港股自Q4起,已经领先于A股和美股(恒指16%+),年内有望继续保持,$恒生指数(HSI)$ 年内有机会冲击33000点,2年内有望创出历史新高。 市场风格:成长股与价值股共舞 2021年,美股估值的扩张大概率会让位于盈利复苏,QE带来的财富效应减弱,市场从赚流动性的钱,逐渐转向赚增长的钱。美股更有可能出现成长股与价值股共舞的局面。分时段来看: 2021Q1,宽松延续下,美股估值得以维持,盈利提升料预计是资产价格的催化剂;相应的,具备较佳业绩弹性、高经营杠杆的传统企业,在此期间仍然存在超额收益的机会(vs标普)。$道琼斯ETF(DIA)$ $罗素2000指数ETF(IWM)$ 传统标的相关标的可以参考:《美股周策略:传统企业打开补涨空间,中概短期面临压力》20201116</","images":[{"img":"https://static.tigerbbs.com/c64f8e5945be7586dff67db2f25c6264","width":"1191","height":"721"},{"img":"https://static.tigerbbs.com/8451550506295f846f66b6fee20990c1","width":"1186","height":"717"},{"img":"https://static.tigerbbs.com/6fc92800ce8049e8814a612d23f9c23a","width":"1186","height":"652"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331541364","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","authorIdStr":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":331735696,"gmtCreate":1609763400915,"gmtModify":1703740299851,"author":{"id":"10000000000006716","authorId":"10000000000006716","authorIdStr":"10000000000006716","name":"qv9605","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/331735696","repostId":"331541364","repostType":1,"repost":{"id":331541364,"gmtCreate":1609735010749,"gmtModify":1703740102339,"author":{"id":"36979109942400","authorId":"36979109942400","authorIdStr":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"2021美港股展望:权益大年开启,成长与价值共舞","htmlText":"核心观点 指数环境:权益资产渐入佳境 美港股全面牛市渐入佳境,2021Q1预计是强势季度,标普有机会在这期间冲击4000点。通胀升温为QE规模带来一定的不确定性,Q2附近预计是这轮宽松的边际拐点,但不是总量上的拐点。 AH市场进入长牛格局,<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 年内有望冲击4000-4500点区域;港股自Q4起,已经领先于A股和美股(恒指16%+),年内有望继续保持,<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 年内有机会冲击33000点,2年内有望创出历史新高。 市场风格:成长股与价值股共舞 2021年,美股估值的扩张大概率会让位于盈利复苏,QE带来的财富效应减弱,市场从赚流动性的钱,逐渐转向赚增长的钱。美股更有可能出现成长股与价值股共舞的局面。分时段来看: 2021Q1,宽松延续下,美股估值得以维持,盈利提升料预计是资产价格的催化剂;相应的,具备较佳业绩弹性、高经营杠杆的传统企业,在此期间仍然存在超额收益的机会(vs标普)。<a target=\"_blank\" href=\"https://laohu8.com/S/DIA\">$道琼斯ETF(DIA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a> 传统标的相关标的可以参考:<a href=\"https://www.laohu8.com/post/307354629\" target=\"_blank\">《美股周策略:传统企业打开补涨空间,中概短期面临压力》20201116</</a>","listText":"核心观点 指数环境:权益资产渐入佳境 美港股全面牛市渐入佳境,2021Q1预计是强势季度,标普有机会在这期间冲击4000点。通胀升温为QE规模带来一定的不确定性,Q2附近预计是这轮宽松的边际拐点,但不是总量上的拐点。 AH市场进入长牛格局,<a target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 年内有望冲击4000-4500点区域;港股自Q4起,已经领先于A股和美股(恒指16%+),年内有望继续保持,<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 年内有机会冲击33000点,2年内有望创出历史新高。 市场风格:成长股与价值股共舞 2021年,美股估值的扩张大概率会让位于盈利复苏,QE带来的财富效应减弱,市场从赚流动性的钱,逐渐转向赚增长的钱。美股更有可能出现成长股与价值股共舞的局面。分时段来看: 2021Q1,宽松延续下,美股估值得以维持,盈利提升料预计是资产价格的催化剂;相应的,具备较佳业绩弹性、高经营杠杆的传统企业,在此期间仍然存在超额收益的机会(vs标普)。<a target=\"_blank\" href=\"https://laohu8.com/S/DIA\">$道琼斯ETF(DIA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a> 传统标的相关标的可以参考:<a href=\"https://www.laohu8.com/post/307354629\" target=\"_blank\">《美股周策略:传统企业打开补涨空间,中概短期面临压力》20201116</</a>","text":"核心观点 指数环境:权益资产渐入佳境 美港股全面牛市渐入佳境,2021Q1预计是强势季度,标普有机会在这期间冲击4000点。通胀升温为QE规模带来一定的不确定性,Q2附近预计是这轮宽松的边际拐点,但不是总量上的拐点。 AH市场进入长牛格局,$上证指数(000001.SH)$ 年内有望冲击4000-4500点区域;港股自Q4起,已经领先于A股和美股(恒指16%+),年内有望继续保持,$恒生指数(HSI)$ 年内有机会冲击33000点,2年内有望创出历史新高。 市场风格:成长股与价值股共舞 2021年,美股估值的扩张大概率会让位于盈利复苏,QE带来的财富效应减弱,市场从赚流动性的钱,逐渐转向赚增长的钱。美股更有可能出现成长股与价值股共舞的局面。分时段来看: 2021Q1,宽松延续下,美股估值得以维持,盈利提升料预计是资产价格的催化剂;相应的,具备较佳业绩弹性、高经营杠杆的传统企业,在此期间仍然存在超额收益的机会(vs标普)。$道琼斯ETF(DIA)$ $罗素2000指数ETF(IWM)$ 传统标的相关标的可以参考:《美股周策略:传统企业打开补涨空间,中概短期面临压力》20201116</","images":[{"img":"https://static.tigerbbs.com/c64f8e5945be7586dff67db2f25c6264","width":"1191","height":"721"},{"img":"https://static.tigerbbs.com/8451550506295f846f66b6fee20990c1","width":"1186","height":"717"},{"img":"https://static.tigerbbs.com/6fc92800ce8049e8814a612d23f9c23a","width":"1186","height":"652"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331541364","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","authorIdStr":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341397137,"gmtCreate":1617779701629,"gmtModify":1617779701629,"author":{"id":"10000000000006716","authorId":"10000000000006716","authorIdStr":"10000000000006716","name":"qv9605","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"[思考] [思考] ","listText":"[思考] [思考] ","text":"[思考] [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341397137","repostId":"341945338","repostType":1,"repost":{"id":341945338,"gmtCreate":1617775435821,"gmtModify":1617786408434,"author":{"id":"3514329116425907","authorId":"3514329116425907","authorIdStr":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"绝地求生开发商提交上市申请,估值260亿美元!","htmlText":"\n \n \n 4月6日,据外媒报道,腾讯控股投资的《绝地求生》游戏开发商Krafton将于4月在韩国提交IPO的初步审查申请。报道称,该公司估值达到30万亿韩元(约合267亿美元)。Krafton的上市,将会是韩国最大规模的IPO之一。报道称,Krafton去年的销售额达到1.7万亿韩元(约合15亿美元),营业利润超过7700亿韩元,紧追韩国顶级游戏开发商Nexon和NCSoft[眼眼]<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 这波腾讯可以赚不少[财迷]\n \n","listText":"4月6日,据外媒报道,腾讯控股投资的《绝地求生》游戏开发商Krafton将于4月在韩国提交IPO的初步审查申请。报道称,该公司估值达到30万亿韩元(约合267亿美元)。Krafton的上市,将会是韩国最大规模的IPO之一。报道称,Krafton去年的销售额达到1.7万亿韩元(约合15亿美元),营业利润超过7700亿韩元,紧追韩国顶级游戏开发商Nexon和NCSoft[眼眼]<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 这波腾讯可以赚不少[财迷]","text":"4月6日,据外媒报道,腾讯控股投资的《绝地求生》游戏开发商Krafton将于4月在韩国提交IPO的初步审查申请。报道称,该公司估值达到30万亿韩元(约合267亿美元)。Krafton的上市,将会是韩国最大规模的IPO之一。报道称,Krafton去年的销售额达到1.7万亿韩元(约合15亿美元),营业利润超过7700亿韩元,紧追韩国顶级游戏开发商Nexon和NCSoft[眼眼]$腾讯控股(00700)$ 这波腾讯可以赚不少[财迷]","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341945338","isVote":1,"tweetType":2,"object":{"id":"ed3a557ab4fe406dab386da351f2a09b","tweetId":"341945338","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/bb45662e5285890816584016175/vOHpnEaj2nEA.mp4","poster":"https://static.tigerbbs.com/1a604156841fe4b0c1b991692cdf9413"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355542182,"gmtCreate":1617091203246,"gmtModify":1617091203246,"author":{"id":"10000000000006716","authorId":"10000000000006716","authorIdStr":"10000000000006716","name":"qv9605","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355542182","repostId":"352773590","repostType":1,"repost":{"id":352773590,"gmtCreate":1617008908307,"gmtModify":1617071405271,"author":{"id":"3510558082622800","authorId":"3510558082622800","authorIdStr":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"老B爆仓事件持续发酵,瑞士信贷预估亏损在30~40亿美元间","htmlText":"瑞士信贷集团(Credit Suisse Group AG)表示,由于一家未具名的美国对冲基金客户在追加保证金要求上违约,该公司第一季度可能面临重大亏损。这是瑞士信贷在最近遭受一系列打击后遭受的最新打击。英国《金融时报》援引两名接近瑞信的人士消息称,(“Bill Hwang爆仓事件”)对瑞信造成的预估亏损在30亿美元~40亿美元间。<a href=\"https://laohu8.com/S/CS\">$瑞士信贷(CS)$</a> 这家总部位于苏黎世的银行在周一的一份声明中表示,虽然现在量化损失的确切规模还为时过早,但“它可能对我们第一季度的业绩产生重大影响。”瑞信(Credit Suisse)说,它和其他银行正在退出与该客户有关的头寸。 早些时候,日本野村控股(Nomura Holdings Inc.)也警告称,一家未透露姓名的美国客户可能会造成“重大”损失。知情人士说,这与Bill Hwang旗下的Archegos Capital Management的平仓交易有关。 知情人士说,Bill Hwang的公司位于纽约,正处于一宗追加保证金通知的中心,这宗通知导致上周五逾200亿美元的股票被强制清盘。出售的股票包括ViacomCBS Inc.、GSX Techedu Inc.、百度Inc.和Discovery Inc.。<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 其中一名知情人士说,由前老虎管理公司(Tiger Management)交易员Bill Hwang创立的家族理财室是野村证券的大宗经纪客户之一,但没有提供更多细节。由于讨论私人信息,他们要求匿名。其中一位知情人士说,其他机构经纪商还包括瑞士信贷(Credit","listText":"瑞士信贷集团(Credit Suisse Group AG)表示,由于一家未具名的美国对冲基金客户在追加保证金要求上违约,该公司第一季度可能面临重大亏损。这是瑞士信贷在最近遭受一系列打击后遭受的最新打击。英国《金融时报》援引两名接近瑞信的人士消息称,(“Bill Hwang爆仓事件”)对瑞信造成的预估亏损在30亿美元~40亿美元间。<a href=\"https://laohu8.com/S/CS\">$瑞士信贷(CS)$</a> 这家总部位于苏黎世的银行在周一的一份声明中表示,虽然现在量化损失的确切规模还为时过早,但“它可能对我们第一季度的业绩产生重大影响。”瑞信(Credit Suisse)说,它和其他银行正在退出与该客户有关的头寸。 早些时候,日本野村控股(Nomura Holdings Inc.)也警告称,一家未透露姓名的美国客户可能会造成“重大”损失。知情人士说,这与Bill Hwang旗下的Archegos Capital Management的平仓交易有关。 知情人士说,Bill Hwang的公司位于纽约,正处于一宗追加保证金通知的中心,这宗通知导致上周五逾200亿美元的股票被强制清盘。出售的股票包括ViacomCBS Inc.、GSX Techedu Inc.、百度Inc.和Discovery Inc.。<a 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Hwang创立的家族理财室是野村证券的大宗经纪客户之一,但没有提供更多细节。由于讨论私人信息,他们要求匿名。其中一位知情人士说,其他机构经纪商还包括瑞士信贷(Credit","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352773590","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321233493,"gmtCreate":1615437001912,"gmtModify":1703489041191,"author":{"id":"10000000000006716","authorId":"10000000000006716","authorIdStr":"10000000000006716","name":"qv9605","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"[思考] [思考] ","listText":"[思考] [思考] ","text":"[思考] [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321233493","repostId":"323579431","repostType":1,"repost":{"id":323579431,"gmtCreate":1615361753919,"gmtModify":1703487877380,"author":{"id":"3514329116425907","authorId":"3514329116425907","authorIdStr":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"巴菲特称一开始对比亚迪不感兴趣:芒格劝了我两次,我才决定入股","htmlText":"\n \n \n 在一次采访中,巴菲特向记者透露自己投资比亚迪的过程:其实是查理·芒格非常坚持要投资比亚迪,并称比亚迪创始人王传福是爱迪生和比尔·盖茨的结合体,巴菲特这才决定投资比亚迪。最后结果证明芒格的对的,比亚迪经营状况非常好,王传福有很多的想法,并且也能实现这些想法.即使是巴老也有看走眼的时候<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a> <a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a> <a href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a>\n 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