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nova
04年入市,从股市入门,活到现在。趋势交易者。
IP属地:上海
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nova
2022-03-17
一万美元建投资组合是浪费时间
@大叔观点时间:如何用1W美元构建自己的美股投资组合
nova
2022-02-18
发现评论过的很多内容都被删除了
nova
2021-10-08
好,支持
虚拟货币“挖矿”活动被列入淘汰类落后生产工艺装备
nova
2021-09-11
来卖课了?
抱歉,原内容已删除
nova
2021-08-20
再次重申:110目标价不变
@重仓玩家:美团基本面持续向好 未来回归2万亿
nova
2021-08-13
危险信号,空头不死,多头不止
抱歉,原内容已删除
nova
2021-08-10
100块钱买的
$Moderna, Inc.(MRNA)$
没有拿住,好难过
nova
2021-08-05
我信你就有鬼了
抱歉,原内容已删除
nova
2021-08-05
差不多得了,整天扎扎呼呼的
抱歉,原内容已删除
nova
2021-07-30
$Cassava Sciences Inc(SAVA)$
一个事实,年初至今1100%的涨幅,在这样的涨幅基础上,出现一点回调,技术面上说,合理回调不为过,这是其一。第二,从市场情绪上说,市场被biib获批搞得期望很高,被anvs搞得预期落空,出现恐慌情绪,这也是正常的。第三,从我自己的立场来说,在sava上的投资,已经不是翻一番能满足心理预期的了,而是希望看到他真的能出一款有效的药物,改善我身边家人好友的痛苦。剧烈波动,的确让我不好受,但我也就选择忍一忍,就过去了
nova
2021-07-26
大家怎么看
Cassava Sciences Announces Positive Data with SavaDx from a Randomized Controlled Phase 2b Study of Simufilam
nova
2021-06-12
他好像也没投过什么好的项目啊……
抱歉,原内容已删除
nova
2021-05-25
哼,200就做空
【异动】Beyond Meat涨超8%,获伯恩斯坦上调评级
nova
2021-04-20
请问什么时候到过一美元?基本的事实核查不做,在这里编些啥
抱歉,原内容已删除
nova
2021-03-01
为了更好的割韭菜
释放回港信号?一文理清百度1:80拆股的逻辑
nova
2021-02-26
基金经理也就那样
抱歉,原内容已删除
nova
2021-02-03
$Revolution Medicines, Inc.(RVMD)$
时刻关注,轻仓买call
nova
2021-02-02
$三倍做多FTSE中国ETF-Direxion(YINN)$
可以考虑买这个的call
nova
2021-02-01
没什么想说的 仓位依旧是这样,买了一点狗狗币
nova
2021-01-27
$CBD of Denver Inc.(CBDD)$
一个月7倍涨好了 继续持有
去老虎APP查看更多动态
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对此,我更喜欢作者迈克尔·庞皮恩在《财富管理的行为金融》的说法,他认为:当人们持有单一票或集中持有某些股票时,情绪通常很高涨。如果是这种情况,很难在短期内让人们将手中持有的单一股票调整得多元化。原因也很简单:比如,我很了解这家公司,所以我觉得能放心持有它的股票;我觉得得卖掉股票是不忠诚的行为;如果我卖掉手中任何股票,别人我的同行会看不起我…… 这些都是很正常的心理行为,那么规避的方法之一就是提前做好规划,做好顶层设计,以股票投资为例,假如我们针对这1万刀,进行分配,那么我们的分配方式如下:4K-5K刀主要购入标普500 ETF、即SPY;而剩下的5K-6K刀主要购入三类个股。原因如下:01我们选择SPY作为压仓石,是因为其基本上可以代表美国整体经济的行业和公司的股票,而且SPY是基于标普500指数而来的ETF,其中信息技术占29%,比例较高;但是其他行业分布也比较均衡,消费、医疗保健、工业都在10%左右,这样的配置组合会受周期性的影响更小,指数整体的走势也相对平稳。我们买入SPY,就等于买了美股中最好、最稳健的500家公司的股票,和道琼斯指数相比,样本数更大,能够准确地反应美国股市的走势,风险非常分散。风险为啥分散呢?因为其中的高增长高","listText":"如何搭建自己的投资组合,这是很多人都在考虑的问题,我们就以10,000刀为例,来说说我们的美股投资组合应用。我们比较善于利用期权进行套利,期权是主要的操作工具。而投资对象主要是美股:一方面是我们常居美国,对一些股票的基本情况有较为直观的了解;另一方面是投资的几只美股是我们长期观察的。当然,还有一个前提是,我们是看好美国的整体经济,在这一点上,我还是认可巴老的说法,即:买股票就是要买国运。而至于为什要构建组合,这就是个老生常谈的问题,我们也常常听到“不要把鸡蛋放到一个篮子里”这样分散风险的建议,至于如何分散风险,何时开始分散风险,谈及者较少。 对此,我更喜欢作者迈克尔·庞皮恩在《财富管理的行为金融》的说法,他认为:当人们持有单一票或集中持有某些股票时,情绪通常很高涨。如果是这种情况,很难在短期内让人们将手中持有的单一股票调整得多元化。原因也很简单:比如,我很了解这家公司,所以我觉得能放心持有它的股票;我觉得得卖掉股票是不忠诚的行为;如果我卖掉手中任何股票,别人我的同行会看不起我…… 这些都是很正常的心理行为,那么规避的方法之一就是提前做好规划,做好顶层设计,以股票投资为例,假如我们针对这1万刀,进行分配,那么我们的分配方式如下:4K-5K刀主要购入标普500 ETF、即SPY;而剩下的5K-6K刀主要购入三类个股。原因如下:01我们选择SPY作为压仓石,是因为其基本上可以代表美国整体经济的行业和公司的股票,而且SPY是基于标普500指数而来的ETF,其中信息技术占29%,比例较高;但是其他行业分布也比较均衡,消费、医疗保健、工业都在10%左右,这样的配置组合会受周期性的影响更小,指数整体的走势也相对平稳。我们买入SPY,就等于买了美股中最好、最稳健的500家公司的股票,和道琼斯指数相比,样本数更大,能够准确地反应美国股市的走势,风险非常分散。风险为啥分散呢?因为其中的高增长高","text":"如何搭建自己的投资组合,这是很多人都在考虑的问题,我们就以10,000刀为例,来说说我们的美股投资组合应用。我们比较善于利用期权进行套利,期权是主要的操作工具。而投资对象主要是美股:一方面是我们常居美国,对一些股票的基本情况有较为直观的了解;另一方面是投资的几只美股是我们长期观察的。当然,还有一个前提是,我们是看好美国的整体经济,在这一点上,我还是认可巴老的说法,即:买股票就是要买国运。而至于为什要构建组合,这就是个老生常谈的问题,我们也常常听到“不要把鸡蛋放到一个篮子里”这样分散风险的建议,至于如何分散风险,何时开始分散风险,谈及者较少。 对此,我更喜欢作者迈克尔·庞皮恩在《财富管理的行为金融》的说法,他认为:当人们持有单一票或集中持有某些股票时,情绪通常很高涨。如果是这种情况,很难在短期内让人们将手中持有的单一股票调整得多元化。原因也很简单:比如,我很了解这家公司,所以我觉得能放心持有它的股票;我觉得得卖掉股票是不忠诚的行为;如果我卖掉手中任何股票,别人我的同行会看不起我…… 这些都是很正常的心理行为,那么规避的方法之一就是提前做好规划,做好顶层设计,以股票投资为例,假如我们针对这1万刀,进行分配,那么我们的分配方式如下:4K-5K刀主要购入标普500 ETF、即SPY;而剩下的5K-6K刀主要购入三类个股。原因如下:01我们选择SPY作为压仓石,是因为其基本上可以代表美国整体经济的行业和公司的股票,而且SPY是基于标普500指数而来的ETF,其中信息技术占29%,比例较高;但是其他行业分布也比较均衡,消费、医疗保健、工业都在10%左右,这样的配置组合会受周期性的影响更小,指数整体的走势也相对平稳。我们买入SPY,就等于买了美股中最好、最稳健的500家公司的股票,和道琼斯指数相比,样本数更大,能够准确地反应美国股市的走势,风险非常分散。风险为啥分散呢?因为其中的高增长高","images":[{"img":"https://static.tigerbbs.com/8e0940779c6234cab7d1b263d2ab4d34","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634673573","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638831742,"gmtCreate":1645168153591,"gmtModify":1645168153591,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"发现评论过的很多内容都被删除了","listText":"发现评论过的很多内容都被删除了","text":"发现评论过的很多内容都被删除了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638831742","isVote":1,"tweetType":1,"viewCount":1559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821334594,"gmtCreate":1633697420082,"gmtModify":1633697420082,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好,支持","listText":"好,支持","text":"好,支持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821334594","repostId":"1168827544","repostType":4,"repost":{"id":"1168827544","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633697365,"share":"https://www.laohu8.com/m/news/1168827544?lang=&edition=full","pubTime":"2021-10-08 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n虚拟货币“挖矿”活动被列入淘汰类落后生产工艺装备\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-08 20:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月8日,国家发展改革委就《市场准入负面清单(2021年版)》向社会公开征求意见。《清单(2021年版)》列有禁止准入事项6项,许可准入事项111项,共计117项,相比《市场准入负面清单(2020年版)》减少6项。其中,修订《产业结构调整指导目录》有关措施,将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。<img src=\"https://static.tigerbbs.com/49d3abfd6734749fed45aa34ad40cd79\" tg-width=\"1466\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5269b01b5a203aebaa9521691bcd9de6","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168827544","content_text":"10月8日,国家发展改革委就《市场准入负面清单(2021年版)》向社会公开征求意见。《清单(2021年版)》列有禁止准入事项6项,许可准入事项111项,共计117项,相比《市场准入负面清单(2020年版)》减少6项。其中,修订《产业结构调整指导目录》有关措施,将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881852453,"gmtCreate":1631325739172,"gmtModify":1631325739172,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"来卖课了?","listText":"来卖课了?","text":"来卖课了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881852453","repostId":"1115532253","repostType":4,"isVote":1,"tweetType":1,"viewCount":2183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836057855,"gmtCreate":1629441012877,"gmtModify":1629441012877,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"再次重申:110目标价不变","listText":"再次重申:110目标价不变","text":"再次重申:110目标价不变","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/836057855","repostId":"805453204","repostType":1,"repost":{"id":805453204,"gmtCreate":1627901640408,"gmtModify":1628016722833,"author":{"id":"3566288649094970","authorId":"3566288649094970","name":"重仓玩家","avatar":"https://static.tigerbbs.com/ff98597889b895032173a1cff0b3edb2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美团基本面持续向好 未来回归2万亿","htmlText":"7月26日 一纸文件带崩了某团的股价,紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点,很多人也许会把它当做一个重大利空,但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好,它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 今天分析的内容主要有3点,第一:指导意见为何是重大利好?第二:袋鼠在未来将如何破局?第三:袋鼠价格震荡的原因? 我们先来看看这次监管部门都给了哪些意见?首先是放宽骑手们配送时限的考核标准,然后就是骑手的工资不得低于当地最低工资水平,最后 也是整个文件中最值得关注的一点 就是给全员上社保和保险,要知道 这个意见倘若执行的话 就会给袋鼠增加每年的固定成本增加100亿以上,因为袋鼠恰恰是所有互联网企业当中 基层劳动力最为庞大的,而一旦开始给骑手们缴纳社保的话 袋鼠的利润会直接转为亏损,那为什么还要说这是一次利好呢?我们通过袋鼠的财报就可以看到,整个公司在外卖的业务上 其实挣不到什么钱,平均下来一单外卖也就挣一块钱,社保再一交的话 不仅不挣钱 还得贴钱,但是这个问题我们可以从侧面再去思考一下 如果作为行业龙头的袋鼠都在亏损的话,那么其他竞争对手不就更加没得玩了吗?所以交社保这件事 不仅会提高行业门槛 同时也会加固袋鼠自己的壁垒,因为外卖这项业务 仅仅是作为袋鼠的流量入口,而流量入口这个东西是可以不挣钱的 甚至可以亏钱,它的存在 主要是为了可以去横向发展其他业务,但是话说回来 尽管外卖业务不挣钱 但不代表可以任由它亏损? 其实在袋鼠内部 已经找到了破局的方法,这个方法不仅可以扭亏为盈,并且可以提高配送的效率 巩固袋鼠的龙头地位 还会使它重新站上两万亿,接下来袋鼠要攻打的地方 就是快递行业,我们会看到 袋鼠以往的即时配送方式存在一个痛点,就是每增加一笔外卖订单 就要多增加配送班次,这种业务呈现出的投入产出比是固定的,是无法降低边际成本使利润增加","listText":"7月26日 一纸文件带崩了某团的股价,紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点,很多人也许会把它当做一个重大利空,但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好,它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 今天分析的内容主要有3点,第一:指导意见为何是重大利好?第二:袋鼠在未来将如何破局?第三:袋鼠价格震荡的原因? 我们先来看看这次监管部门都给了哪些意见?首先是放宽骑手们配送时限的考核标准,然后就是骑手的工资不得低于当地最低工资水平,最后 也是整个文件中最值得关注的一点 就是给全员上社保和保险,要知道 这个意见倘若执行的话 就会给袋鼠增加每年的固定成本增加100亿以上,因为袋鼠恰恰是所有互联网企业当中 基层劳动力最为庞大的,而一旦开始给骑手们缴纳社保的话 袋鼠的利润会直接转为亏损,那为什么还要说这是一次利好呢?我们通过袋鼠的财报就可以看到,整个公司在外卖的业务上 其实挣不到什么钱,平均下来一单外卖也就挣一块钱,社保再一交的话 不仅不挣钱 还得贴钱,但是这个问题我们可以从侧面再去思考一下 如果作为行业龙头的袋鼠都在亏损的话,那么其他竞争对手不就更加没得玩了吗?所以交社保这件事 不仅会提高行业门槛 同时也会加固袋鼠自己的壁垒,因为外卖这项业务 仅仅是作为袋鼠的流量入口,而流量入口这个东西是可以不挣钱的 甚至可以亏钱,它的存在 主要是为了可以去横向发展其他业务,但是话说回来 尽管外卖业务不挣钱 但不代表可以任由它亏损? 其实在袋鼠内部 已经找到了破局的方法,这个方法不仅可以扭亏为盈,并且可以提高配送的效率 巩固袋鼠的龙头地位 还会使它重新站上两万亿,接下来袋鼠要攻打的地方 就是快递行业,我们会看到 袋鼠以往的即时配送方式存在一个痛点,就是每增加一笔外卖订单 就要多增加配送班次,这种业务呈现出的投入产出比是固定的,是无法降低边际成本使利润增加","text":"7月26日 一纸文件带崩了某团的股价,紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点,很多人也许会把它当做一个重大利空,但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好,它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 今天分析的内容主要有3点,第一:指导意见为何是重大利好?第二:袋鼠在未来将如何破局?第三:袋鼠价格震荡的原因? 我们先来看看这次监管部门都给了哪些意见?首先是放宽骑手们配送时限的考核标准,然后就是骑手的工资不得低于当地最低工资水平,最后 也是整个文件中最值得关注的一点 就是给全员上社保和保险,要知道 这个意见倘若执行的话 就会给袋鼠增加每年的固定成本增加100亿以上,因为袋鼠恰恰是所有互联网企业当中 基层劳动力最为庞大的,而一旦开始给骑手们缴纳社保的话 袋鼠的利润会直接转为亏损,那为什么还要说这是一次利好呢?我们通过袋鼠的财报就可以看到,整个公司在外卖的业务上 其实挣不到什么钱,平均下来一单外卖也就挣一块钱,社保再一交的话 不仅不挣钱 还得贴钱,但是这个问题我们可以从侧面再去思考一下 如果作为行业龙头的袋鼠都在亏损的话,那么其他竞争对手不就更加没得玩了吗?所以交社保这件事 不仅会提高行业门槛 同时也会加固袋鼠自己的壁垒,因为外卖这项业务 仅仅是作为袋鼠的流量入口,而流量入口这个东西是可以不挣钱的 甚至可以亏钱,它的存在 主要是为了可以去横向发展其他业务,但是话说回来 尽管外卖业务不挣钱 但不代表可以任由它亏损? 其实在袋鼠内部 已经找到了破局的方法,这个方法不仅可以扭亏为盈,并且可以提高配送的效率 巩固袋鼠的龙头地位 还会使它重新站上两万亿,接下来袋鼠要攻打的地方 就是快递行业,我们会看到 袋鼠以往的即时配送方式存在一个痛点,就是每增加一笔外卖订单 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Inc.(MRNA)$没有拿住,好难过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896108822","isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899821775,"gmtCreate":1628174506697,"gmtModify":1628174506697,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我信你就有鬼了","listText":"我信你就有鬼了","text":"我信你就有鬼了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899821775","repostId":"1179132971","repostType":4,"isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899867259,"gmtCreate":1628174320471,"gmtModify":1628174320471,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"差不多得了,整天扎扎呼呼的","listText":"差不多得了,整天扎扎呼呼的","text":"差不多得了,整天扎扎呼呼的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899867259","repostId":"2157943432","repostType":4,"isVote":1,"tweetType":1,"viewCount":2233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806286808,"gmtCreate":1627658074304,"gmtModify":1627658074304,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>一个事实,年初至今1100%的涨幅,在这样的涨幅基础上,出现一点回调,技术面上说,合理回调不为过,这是其一。第二,从市场情绪上说,市场被biib获批搞得期望很高,被anvs搞得预期落空,出现恐慌情绪,这也是正常的。第三,从我自己的立场来说,在sava上的投资,已经不是翻一番能满足心理预期的了,而是希望看到他真的能出一款有效的药物,改善我身边家人好友的痛苦。剧烈波动,的确让我不好受,但我也就选择忍一忍,就过去了","listText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>一个事实,年初至今1100%的涨幅,在这样的涨幅基础上,出现一点回调,技术面上说,合理回调不为过,这是其一。第二,从市场情绪上说,市场被biib获批搞得期望很高,被anvs搞得预期落空,出现恐慌情绪,这也是正常的。第三,从我自己的立场来说,在sava上的投资,已经不是翻一番能满足心理预期的了,而是希望看到他真的能出一款有效的药物,改善我身边家人好友的痛苦。剧烈波动,的确让我不好受,但我也就选择忍一忍,就过去了","text":"$Cassava Sciences Inc(SAVA)$一个事实,年初至今1100%的涨幅,在这样的涨幅基础上,出现一点回调,技术面上说,合理回调不为过,这是其一。第二,从市场情绪上说,市场被biib获批搞得期望很高,被anvs搞得预期落空,出现恐慌情绪,这也是正常的。第三,从我自己的立场来说,在sava上的投资,已经不是翻一番能满足心理预期的了,而是希望看到他真的能出一款有效的药物,改善我身边家人好友的痛苦。剧烈波动,的确让我不好受,但我也就选择忍一忍,就过去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/806286808","isVote":1,"tweetType":1,"viewCount":6099,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561484276442419","authorId":"3561484276442419","name":"winbull","avatar":"https://static.tigerbbs.com/2721b4659074c648208dd967729ddb25","crmLevel":1,"crmLevelSwitch":0},"content":"我也心里不好受!从技术面上看79是强支撑,希望不要跌破。只要9个月的数据不造假,肯定会涨回来的!","text":"我也心里不好受!从技术面上看79是强支撑,希望不要跌破。只要9个月的数据不造假,肯定会涨回来的!","html":"我也心里不好受!从技术面上看79是强支撑,希望不要跌破。只要9个月的数据不造假,肯定会涨回来的!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800260129,"gmtCreate":1627305521261,"gmtModify":1627305521261,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大家怎么看","listText":"大家怎么看","text":"大家怎么看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800260129","repostId":"2154460968","repostType":2,"repost":{"id":"2154460968","pubTimestamp":1627302600,"share":"https://www.laohu8.com/m/news/2154460968?lang=&edition=full","pubTime":"2021-07-26 20:30","market":"us","language":"en","title":"Cassava Sciences Announces Positive Data with SavaDx from a Randomized Controlled Phase 2b Study of Simufilam","url":"https://stock-news.laohu8.com/highlight/detail?id=2154460968","media":"GlobeNewswire","summary":"SavaDx Detected Significant Changes in Plasma Levels of Altered Filamin A in Patients with Alzheimer","content":"<html><body><ul>\n<li><strong>SavaDx Detected Significant Changes in Plasma Levels of Altered Filamin A in Patients with Alzheimer’s Disease Before and After Simufilam Treatment<br/><br/></strong></li>\n<li><strong>Simufilam 100 mg and 50 mg Reduced Plasma Levels of Altered Filamin A in Alzheimer’s Patients 48% (p=0.003) and 44% (p=0.02) Respectively </strong><br/><br/></li>\n<li><strong>Plasma Results with SavaDx Track Plasma Results with p-Tau181</strong><br/><br/></li>\n<li><strong>Plasma Data Provide Evidence of Target Engagement </strong><br/><br/></li>\n<li><strong>Poster Presentation at AAIC Today</strong><br/></li>\n</ul>\n<p>AUSTIN, Texas, July 26, 2021 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (Nasdaq: SAVA) today announced positive clinical data with SavaDx, an investigational diagnostic/biomarker to detect Alzheimer’s disease with a simple blood test. SavaDx was used to measure plasma levels of altered filamin A before and after simufilam treatment in patients with Alzheimer’s disease. In this Phase 2b randomized, controlled trial sponsored by the National Institutes of Health (NIH), simufilam significantly reduced plasma levels of altered filamin A in Alzheimer’s patients treated for 28 days. Plasma levels of p-tau181 also dropped significantly in these same patients.</p>\n<p>Simufilam 100 mg and 50 mg reduced plasma levels of altered filamin A by 48% (p=0.003) and 44% (p=0.02) respectively, versus placebo. Additionally, simufilam 100 mg and 50 mg reduced plasma levels of p-tau181 by 17% (p=0.01) and 15% (p=0.02) respectively, versus placebo. Plasma p-tau181 is a biomarker that is known to be elevated in Alzheimer’s disease.</p>\n<p>“We believe altered filamin A is a major culprit in Alzheimer’s disease,” said Remi Barbier, President & CEO. “Before simufilam treatment, SavaDx detected high plasma levels of altered filamin A in patients. After simufilam treatment, levels dropped significantly. We believe these data provide clear evidence that simufilam binds to and engages its intended target to produce treatment effects.”</p>\n<p>Treatment effects on CSF biomarkers for this Phase 2b study have been previously reported.</p>\n<p><strong>About Today’s </strong><strong>Poster Presentation at AAIC</strong><br/>Scientists for Cassava Sciences will show a poster presentation titled, “<em>SavaDx, a Novel Plasma Biomarker to Detect Alzheimer’s Disease, Confirms Mechanism of Action of Simufilam</em>” at the Alzheimer’s Association International Conference (AAIC) in Denver, CO and virtually. Cassava Sciences’ AAIC poster presentation with SavaDx can be accessed on the ‘Investors’ page of the Company’s website: https://www.CassavaSciences.com</p>\n<p><strong>About SavaDx</strong><br/>SavaDx is Cassava Sciences’ investigational diagnostic to detect Alzheimer’s disease. The goal of SavaDx is to make the detection of Alzheimer’s as simple as getting a blood test, possibly years before the appearance of any overt clinical symptoms. SavaDx was substantially funded by a peer-reviewed research grant award from the National Institutes of Health (NIH).</p>\n<p><strong>About Simufilam</strong><br/>Simufilam (sim-uh-FILL-am) is a proprietary, small molecule (oral) drug that restores the normal shape and function of altered filamin A (FLNA), a scaffolding protein, in the brain. Altered FLNA in the brain disrupts the normal function of neurons, leading to Alzheimer’s pathology, neurodegeneration and neuroinflammation. The underlying science for simufilam is published in peer-reviewed journals, including <em>Journal of Neuroscience</em>, <em>Neurobiology of Aging</em>, <em>Journal of Biological Chemistry, Neuroimmunology and Neuroinflammation </em>and<em> Journal of Prevention of Alzheimer’s Disease. </em>Simufilam is substantially supported by peer-reviewed research grant awards from the National Institutes of Health (NIH).</p>\n<p><strong>About Alzheimer’s Disease</strong> <br/>Alzheimer’s disease is a progressive brain disorder that destroys memory and thinking skills. As of 2020, there were approximately 50 million people worldwide living with dementia, a figure expected to increase to 150 million by 2050.<sup>1</sup> The annual global cost of dementia is now above $1 trillion, according to <em>Alzheimer’s Disease International</em>, a charitable organization.</p>\n<p><strong>About </strong><strong>Cassava Sciences, Inc.</strong><br/>Cassava Sciences’ mission is to discover and develop innovations for chronic, neurodegenerative conditions. Over the past 10 years, Cassava Sciences has combined state-of-the-art technology with new insights in neurobiology to develop novel solutions for Alzheimer’s disease.</p>\n<p>Simufilam and SavaDx were both developed in-house. Cassava Sciences owns worldwide development and commercial rights to its research programs in Alzheimer’s disease, and related technologies, without royalty obligations to any third party.</p>\n<p>For more information, please visit https://www.CassavaSciences.com</p>\n<p><strong>For More Information Contact: </strong><br/>Eric Schoen, Chief Financial Officer<br/>eschoen@CassavaSciences.com<br/>(512) 501-2450</p>\n<p><em>Cassava Sciences’ open-label study of simufilam in Alzheimer’s disease is funded by clinical research grant #AG065152 from the National Institutes of Health (NIH/NIA).</em></p>\n<p><em>The content of this press release is solely the responsibility of Cassava Sciences and does not necessarily represent the official views of the NIH/NIA. </em></p>\n<p><strong><em>Cautionary Note Regarding Forward-Looking Statements:</em></strong><em> This news release contains forward-looking statements, including statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, relating to: </em><em>the treatment of Alzheimer’s disease; </em><em>the interpretation of data with SavaDx from a randomized controlled Phase 2b study of simufilam; the interpretation of biomarker data from a Phase 2b study of simufilam; verbal commentaries made by our employees; and potential benefits, if any, of our product candidates</em><em>. </em><em>These statements may be identified by words such as “may,” “anticipate,” “believe,” “could,” “expect,” “would”, “forecast,” “intend,” “plan,” “possible,” “potential,” and other words and terms of similar meaning. </em></p>\n<p><em>Drug development involves a high degree of risk, and historically only a small number of research and development programs result in commercialization of a product. Clinical results from our earlier-stage clinical trials may not be indicative of full results or results from later-stage or larger scale clinical trials and do not ensure regulatory approval. You should not place undue reliance on these statements or any scientific data we present or publish.</em></p>\n<p><em>Such statements are based largely on our current expectations and projections about future events. Such statements speak only as of the date of this news release and are subject to a number of risks, uncertainties and assumptions, including, but not limited to, those risks relating to the ability to conduct or complete clinical studies on expected timelines, to demonstrate the specificity, safety, efficacy or potential health benefits of our product candidates, the severity and duration of health care precautions given the COVID-19 pandemic, any unanticipated impacts of the pandemic on our business operations, and including those described in the section entitled “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2020 and future reports to be filed with the SEC. The foregoing sets forth many, but not all, of the factors that could cause actual results to differ from expectations in any forward-looking statement. In light of these risks, uncertainties and assumptions, the forward-looking statements and events discussed in this news release are inherently uncertain and may not occur, and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements. Accordingly, you should not rely upon forward-looking statements as predictions of future events. Except as required by law, we disclaim any intention or responsibility for updating or revising any forward-looking statements contained in this news release.</em></p>\n<p><em>For further information regarding these and other risks related to our business, investors should consult our filings with the SEC, which are available on the SEC's website at </em><em><u>www.sec.gov</u></em><em>.</em></p>\n<p><sup>1</sup> <em>Alzheimer's Disease International, Dementia Statistics, </em>available on-line.</p>\n<br/>\n<img height=\"1\" src=\"https://ml.globenewswire.com/release/track/7cf4dcb8-ba91-461c-9d4a-a92d14ee9075\" width=\"1\"/></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cassava Sciences Announces Positive Data with SavaDx from a Randomized Controlled Phase 2b Study of Simufilam</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCassava Sciences Announces Positive Data with SavaDx from a Randomized Controlled Phase 2b Study of Simufilam\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 20:30 GMT+8 <a href=https://finance.yahoo.com/news/cassava-sciences-announces-positive-data-123000471.html><strong>GlobeNewswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SavaDx Detected Significant Changes in Plasma Levels of Altered Filamin A in Patients with Alzheimer’s Disease Before and After Simufilam Treatment\nSimufilam 100 mg and 50 mg Reduced Plasma Levels of ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cassava-sciences-announces-positive-data-123000471.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/XfcabtTx5QwiyHPaUOVZVg--~B/aD03NzM7dz0xMzczO2FwcGlkPXl0YWNoeW9u/https://s.yimg.com/uu/api/res/1.2/bJl98QTyU0hrC.haxFxmAg--~B/aD03NzM7dz0xMzczO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/globenewswire.com/21979d6015cfbdfe43b479a193b60718","relate_stocks":{"SAVA":"Cassava Sciences Inc"},"source_url":"https://finance.yahoo.com/news/cassava-sciences-announces-positive-data-123000471.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2154460968","content_text":"SavaDx Detected Significant Changes in Plasma Levels of Altered Filamin A in Patients with Alzheimer’s Disease Before and After Simufilam Treatment\nSimufilam 100 mg and 50 mg Reduced Plasma Levels of Altered Filamin A in Alzheimer’s Patients 48% (p=0.003) and 44% (p=0.02) Respectively \nPlasma Results with SavaDx Track Plasma Results with p-Tau181\nPlasma Data Provide Evidence of Target Engagement \nPoster Presentation at AAIC Today\n\nAUSTIN, Texas, July 26, 2021 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (Nasdaq: SAVA) today announced positive clinical data with SavaDx, an investigational diagnostic/biomarker to detect Alzheimer’s disease with a simple blood test. SavaDx was used to measure plasma levels of altered filamin A before and after simufilam treatment in patients with Alzheimer’s disease. In this Phase 2b randomized, controlled trial sponsored by the National Institutes of Health (NIH), simufilam significantly reduced plasma levels of altered filamin A in Alzheimer’s patients treated for 28 days. Plasma levels of p-tau181 also dropped significantly in these same patients.\nSimufilam 100 mg and 50 mg reduced plasma levels of altered filamin A by 48% (p=0.003) and 44% (p=0.02) respectively, versus placebo. Additionally, simufilam 100 mg and 50 mg reduced plasma levels of p-tau181 by 17% (p=0.01) and 15% (p=0.02) respectively, versus placebo. Plasma p-tau181 is a biomarker that is known to be elevated in Alzheimer’s disease.\n“We believe altered filamin A is a major culprit in Alzheimer’s disease,” said Remi Barbier, President & CEO. “Before simufilam treatment, SavaDx detected high plasma levels of altered filamin A in patients. After simufilam treatment, levels dropped significantly. We believe these data provide clear evidence that simufilam binds to and engages its intended target to produce treatment effects.”\nTreatment effects on CSF biomarkers for this Phase 2b study have been previously reported.\nAbout Today’s Poster Presentation at AAICScientists for Cassava Sciences will show a poster presentation titled, “SavaDx, a Novel Plasma Biomarker to Detect Alzheimer’s Disease, Confirms Mechanism of Action of Simufilam” at the Alzheimer’s Association International Conference (AAIC) in Denver, CO and virtually. Cassava Sciences’ AAIC poster presentation with SavaDx can be accessed on the ‘Investors’ page of the Company’s website: https://www.CassavaSciences.com\nAbout SavaDxSavaDx is Cassava Sciences’ investigational diagnostic to detect Alzheimer’s disease. The goal of SavaDx is to make the detection of Alzheimer’s as simple as getting a blood test, possibly years before the appearance of any overt clinical symptoms. SavaDx was substantially funded by a peer-reviewed research grant award from the National Institutes of Health (NIH).\nAbout SimufilamSimufilam (sim-uh-FILL-am) is a proprietary, small molecule (oral) drug that restores the normal shape and function of altered filamin A (FLNA), a scaffolding protein, in the brain. Altered FLNA in the brain disrupts the normal function of neurons, leading to Alzheimer’s pathology, neurodegeneration and neuroinflammation. The underlying science for simufilam is published in peer-reviewed journals, including Journal of Neuroscience, Neurobiology of Aging, Journal of Biological Chemistry, Neuroimmunology and Neuroinflammation and Journal of Prevention of Alzheimer’s Disease. Simufilam is substantially supported by peer-reviewed research grant awards from the National Institutes of Health (NIH).\nAbout Alzheimer’s Disease Alzheimer’s disease is a progressive brain disorder that destroys memory and thinking skills. As of 2020, there were approximately 50 million people worldwide living with dementia, a figure expected to increase to 150 million by 2050.1 The annual global cost of dementia is now above $1 trillion, according to Alzheimer’s Disease International, a charitable organization.\nAbout Cassava Sciences, Inc.Cassava Sciences’ mission is to discover and develop innovations for chronic, neurodegenerative conditions. Over the past 10 years, Cassava Sciences has combined state-of-the-art technology with new insights in neurobiology to develop novel solutions for Alzheimer’s disease.\nSimufilam and SavaDx were both developed in-house. Cassava Sciences owns worldwide development and commercial rights to its research programs in Alzheimer’s disease, and related technologies, without royalty obligations to any third party.\nFor more information, please visit https://www.CassavaSciences.com\nFor More Information Contact: Eric Schoen, Chief Financial Officereschoen@CassavaSciences.com(512) 501-2450\nCassava Sciences’ open-label study of simufilam in Alzheimer’s disease is funded by clinical research grant #AG065152 from the National Institutes of Health (NIH/NIA).\nThe content of this press release is solely the responsibility of Cassava Sciences and does not necessarily represent the official views of the NIH/NIA. \nCautionary Note Regarding Forward-Looking Statements: This news release contains forward-looking statements, including statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, relating to: the treatment of Alzheimer’s disease; the interpretation of data with SavaDx from a randomized controlled Phase 2b study of simufilam; the interpretation of biomarker data from a Phase 2b study of simufilam; verbal commentaries made by our employees; and potential benefits, if any, of our product candidates. These statements may be identified by words such as “may,” “anticipate,” “believe,” “could,” “expect,” “would”, “forecast,” “intend,” “plan,” “possible,” “potential,” and other words and terms of similar meaning. \nDrug development involves a high degree of risk, and historically only a small number of research and development programs result in commercialization of a product. Clinical results from our earlier-stage clinical trials may not be indicative of full results or results from later-stage or larger scale clinical trials and do not ensure regulatory approval. You should not place undue reliance on these statements or any scientific data we present or publish.\nSuch statements are based largely on our current expectations and projections about future events. Such statements speak only as of the date of this news release and are subject to a number of risks, uncertainties and assumptions, including, but not limited to, those risks relating to the ability to conduct or complete clinical studies on expected timelines, to demonstrate the specificity, safety, efficacy or potential health benefits of our product candidates, the severity and duration of health care precautions given the COVID-19 pandemic, any unanticipated impacts of the pandemic on our business operations, and including those described in the section entitled “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2020 and future reports to be filed with the SEC. The foregoing sets forth many, but not all, of the factors that could cause actual results to differ from expectations in any forward-looking statement. In light of these risks, uncertainties and assumptions, the forward-looking statements and events discussed in this news release are inherently uncertain and may not occur, and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements. Accordingly, you should not rely upon forward-looking statements as predictions of future events. Except as required by law, we disclaim any intention or responsibility for updating or revising any forward-looking statements contained in this news release.\nFor further information regarding these and other risks related to our business, investors should consult our filings with the SEC, which are available on the SEC's website at www.sec.gov.\n1 Alzheimer's Disease International, Dementia Statistics, available on-line.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186298060,"gmtCreate":1623499395250,"gmtModify":1623499395250,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"他好像也没投过什么好的项目啊……","listText":"他好像也没投过什么好的项目啊……","text":"他好像也没投过什么好的项目啊……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/186298060","repostId":"1172667270","repostType":4,"isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138015337,"gmtCreate":1621900998029,"gmtModify":1621900998029,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"哼,200就做空","listText":"哼,200就做空","text":"哼,200就做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138015337","repostId":"1139037278","repostType":4,"repost":{"id":"1139037278","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621866603,"share":"https://www.laohu8.com/m/news/1139037278?lang=&edition=full","pubTime":"2021-05-24 22:30","market":"us","language":"zh","title":"【异动】Beyond Meat涨超8%,获伯恩斯坦上调评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1139037278","media":"老虎资讯综合","summary":"5月24日,Beyond Meat盘中涨超8%,此前该公司获伯恩斯坦上调评级。\n\n\nBernstein将Beyond Meat评级由“跑输大市”上调至“跑赢大市”,目标价为130美元。该行分析师Alexia Howard表示,虽然2022年的销售预期比疫情前的水平下降了35%,但随疫情后,消费者流动性得到改善,餐饮服务渠道预计出现反弹,并表示这将推动美国零售渠道竞争的减少。","content":"<p>5月24日,Beyond Meat盘中涨超8%,此前该公司获伯恩斯坦上调评级。</p>\n<p>Bernstein将Beyond Meat评级由“跑输大市”上调至“跑赢大市”,目标价为130美元。该行分析师Alexia Howard表示,虽然2022年的销售预期比疫情前的水平下降了35%,但随疫情后,消费者流动性得到改善,餐饮服务渠道预计出现反弹,并表示这将推动美国零售渠道竞争的减少。</p>\n<p><img src=\"https://static.tigerbbs.com/144a01df0db7285d46b52716a234dca3\" tg-width=\"840\" tg-height=\"470\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】Beyond Meat涨超8%,获伯恩斯坦上调评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】Beyond Meat涨超8%,获伯恩斯坦上调评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-24 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月24日,Beyond Meat盘中涨超8%,此前该公司获伯恩斯坦上调评级。</p>\n<p>Bernstein将Beyond Meat评级由“跑输大市”上调至“跑赢大市”,目标价为130美元。该行分析师Alexia Howard表示,虽然2022年的销售预期比疫情前的水平下降了35%,但随疫情后,消费者流动性得到改善,餐饮服务渠道预计出现反弹,并表示这将推动美国零售渠道竞争的减少。</p>\n<p><img src=\"https://static.tigerbbs.com/144a01df0db7285d46b52716a234dca3\" tg-width=\"840\" tg-height=\"470\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9f0d13697004dbe5c78bc59be1050d17","relate_stocks":{"BYND":"Beyond Meat, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139037278","content_text":"5月24日,Beyond Meat盘中涨超8%,此前该公司获伯恩斯坦上调评级。\nBernstein将Beyond Meat评级由“跑输大市”上调至“跑赢大市”,目标价为130美元。该行分析师Alexia Howard表示,虽然2022年的销售预期比疫情前的水平下降了35%,但随疫情后,消费者流动性得到改善,餐饮服务渠道预计出现反弹,并表示这将推动美国零售渠道竞争的减少。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371864466,"gmtCreate":1618927514955,"gmtModify":1618927514955,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"请问什么时候到过一美元?基本的事实核查不做,在这里编些啥","listText":"请问什么时候到过一美元?基本的事实核查不做,在这里编些啥","text":"请问什么时候到过一美元?基本的事实核查不做,在这里编些啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371864466","repostId":"2128811598","repostType":4,"isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362868987,"gmtCreate":1614612901949,"gmtModify":1703478932813,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"为了更好的割韭菜","listText":"为了更好的割韭菜","text":"为了更好的割韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362868987","repostId":"1125292634","repostType":4,"repost":{"id":"1125292634","pubTimestamp":1614612633,"share":"https://www.laohu8.com/m/news/1125292634?lang=&edition=full","pubTime":"2021-03-01 23:30","market":"us","language":"zh","title":"释放回港信号?一文理清百度1:80拆股的逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=1125292634","media":"第一财经","summary":"百度在北京总部召开股东大会,通过了1拆80的普通股拆股计划。","content":"<div>\n<p>3月1日,百度在北京总部召开股东大会,通过了1拆80的普通股拆股计划。根据百度此前公布的文件,百度董事会批准将其ADS(美国存托股票)所代表的A类普通股的比例从每10股ADS代表1股A类普通股,更改为每1股ADS代表8股A类普通股,自2021年3月1日起生效。受此消息影响,百度美股开盘涨超4%,股价不断震荡上升。截至发稿,涨4.43%,报296.02美元/股。什么是拆股?当股票的价格过高,从而影响...</p>\n\n<a href=\"https://www.yicai.com/news/100963745.html\">Web Link</a>\n\n</div>\n","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>释放回港信号?一文理清百度1:80拆股的逻辑</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n释放回港信号?一文理清百度1:80拆股的逻辑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 23:30 北京时间 <a href=https://www.yicai.com/news/100963745.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月1日,百度在北京总部召开股东大会,通过了1拆80的普通股拆股计划。根据百度此前公布的文件,百度董事会批准将其ADS(美国存托股票)所代表的A类普通股的比例从每10股ADS代表1股A类普通股,更改为每1股ADS代表8股A类普通股,自2021年3月1日起生效。受此消息影响,百度美股开盘涨超4%,股价不断震荡上升。截至发稿,涨4.43%,报296.02美元/股。什么是拆股?当股票的价格过高,从而影响...</p>\n\n<a href=\"https://www.yicai.com/news/100963745.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/620fa6b7643be76ed489cf4a9bb97db7","relate_stocks":{"BIDU":"百度"},"source_url":"https://www.yicai.com/news/100963745.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125292634","content_text":"3月1日,百度在北京总部召开股东大会,通过了1拆80的普通股拆股计划。根据百度此前公布的文件,百度董事会批准将其ADS(美国存托股票)所代表的A类普通股的比例从每10股ADS代表1股A类普通股,更改为每1股ADS代表8股A类普通股,自2021年3月1日起生效。受此消息影响,百度美股开盘涨超4%,股价不断震荡上升。截至发稿,涨4.43%,报296.02美元/股。什么是拆股?当股票的价格过高,从而影响股票的交易量、影响投资人(尤其是散户)的购买欲望时,公司通常会选择拆股以降低股票价格。例如常见的1:2拆股,假设原股票价格200,流通股200,000,在进行拆股之后,股票价格就会变成100,流通股会变成400,000。拆股后股东的权益不变,公司的市值也不变,改变的是股价及流通股票数量。上世纪90年代末,美股上市公司曾经热衷于拆股,当时标普500成分股企业中每年拆股的公司数量超过100家,但自2016年以来这一数字已经降至个位数。2020年,美股市场上,苹果、特斯拉两家公司的拆股备受市场关注。苹果公司在7月30日宣布以4:1的比例分拆股票;特斯拉在8月11日宣布以5:1的比例分拆股票。对股价有何影响?根据纳斯达克公司对2012年至2018年分拆股票公司的研究,标普500指数成分股通常会在分拆后的一年中上涨5%,拆股消息发布时涨幅大约在2.5%。对于拆股这种方式,每家企业都有各自不同的看法。有市场人士表示,拆股通常被认为是公司对业绩前景极有自信的做法,更多的投资者也意味着更多的买家和更多的资金,这本身对公司股票就是一种利好。不过,2008年席卷全球的金融危机导致企业股价大幅下挫,一些大公司当时被迫通过合并股票提升股价,避免被摘牌。“股权分拆只是表面上的事,不会从根本上改变公司的任何内容,除了可能以较低的价格使更多的投资者可以买到股票。”生物医药投资公司Loncar 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href=\"https://laohu8.com/S/GS\">高盛</a>:维持<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>买入评级,并加入确信买入名单,目标价从906港元下调至759港元。</p>\n<p>高盛认为,腾讯股价今年以来已下跌22%并由52周高位下跌43%,因此风险回报率在未来几年都是最佳标的之一。</p>\n<p><img src=\"https://static.tigerbbs.com/cc63cbea994374d5de32bf97ad5d17b8\" tg-width=\"840\" tg-height=\"470\" 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未来回归2万亿","htmlText":"7月26日 一纸文件带崩了某团的股价,紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点,很多人也许会把它当做一个重大利空,但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好,它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 今天分析的内容主要有3点,第一:指导意见为何是重大利好?第二:袋鼠在未来将如何破局?第三:袋鼠价格震荡的原因? 我们先来看看这次监管部门都给了哪些意见?首先是放宽骑手们配送时限的考核标准,然后就是骑手的工资不得低于当地最低工资水平,最后 也是整个文件中最值得关注的一点 就是给全员上社保和保险,要知道 这个意见倘若执行的话 就会给袋鼠增加每年的固定成本增加100亿以上,因为袋鼠恰恰是所有互联网企业当中 基层劳动力最为庞大的,而一旦开始给骑手们缴纳社保的话 袋鼠的利润会直接转为亏损,那为什么还要说这是一次利好呢?我们通过袋鼠的财报就可以看到,整个公司在外卖的业务上 其实挣不到什么钱,平均下来一单外卖也就挣一块钱,社保再一交的话 不仅不挣钱 还得贴钱,但是这个问题我们可以从侧面再去思考一下 如果作为行业龙头的袋鼠都在亏损的话,那么其他竞争对手不就更加没得玩了吗?所以交社保这件事 不仅会提高行业门槛 同时也会加固袋鼠自己的壁垒,因为外卖这项业务 仅仅是作为袋鼠的流量入口,而流量入口这个东西是可以不挣钱的 甚至可以亏钱,它的存在 主要是为了可以去横向发展其他业务,但是话说回来 尽管外卖业务不挣钱 但不代表可以任由它亏损? 其实在袋鼠内部 已经找到了破局的方法,这个方法不仅可以扭亏为盈,并且可以提高配送的效率 巩固袋鼠的龙头地位 还会使它重新站上两万亿,接下来袋鼠要攻打的地方 就是快递行业,我们会看到 袋鼠以往的即时配送方式存在一个痛点,就是每增加一笔外卖订单 就要多增加配送班次,这种业务呈现出的投入产出比是固定的,是无法降低边际成本使利润增加","listText":"7月26日 一纸文件带崩了某团的股价,紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点,很多人也许会把它当做一个重大利空,但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好,它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 今天分析的内容主要有3点,第一:指导意见为何是重大利好?第二:袋鼠在未来将如何破局?第三:袋鼠价格震荡的原因? 我们先来看看这次监管部门都给了哪些意见?首先是放宽骑手们配送时限的考核标准,然后就是骑手的工资不得低于当地最低工资水平,最后 也是整个文件中最值得关注的一点 就是给全员上社保和保险,要知道 这个意见倘若执行的话 就会给袋鼠增加每年的固定成本增加100亿以上,因为袋鼠恰恰是所有互联网企业当中 基层劳动力最为庞大的,而一旦开始给骑手们缴纳社保的话 袋鼠的利润会直接转为亏损,那为什么还要说这是一次利好呢?我们通过袋鼠的财报就可以看到,整个公司在外卖的业务上 其实挣不到什么钱,平均下来一单外卖也就挣一块钱,社保再一交的话 不仅不挣钱 还得贴钱,但是这个问题我们可以从侧面再去思考一下 如果作为行业龙头的袋鼠都在亏损的话,那么其他竞争对手不就更加没得玩了吗?所以交社保这件事 不仅会提高行业门槛 同时也会加固袋鼠自己的壁垒,因为外卖这项业务 仅仅是作为袋鼠的流量入口,而流量入口这个东西是可以不挣钱的 甚至可以亏钱,它的存在 主要是为了可以去横向发展其他业务,但是话说回来 尽管外卖业务不挣钱 但不代表可以任由它亏损? 其实在袋鼠内部 已经找到了破局的方法,这个方法不仅可以扭亏为盈,并且可以提高配送的效率 巩固袋鼠的龙头地位 还会使它重新站上两万亿,接下来袋鼠要攻打的地方 就是快递行业,我们会看到 袋鼠以往的即时配送方式存在一个痛点,就是每增加一笔外卖订单 就要多增加配送班次,这种业务呈现出的投入产出比是固定的,是无法降低边际成本使利润增加","text":"7月26日 一纸文件带崩了某团的股价,紧接着连续两天 价格都是一路走下 现在已经跌超了30个百分点,很多人也许会把它当做一个重大利空,但是我想跟大家说的是 这次的指导意见不仅不是利空 还会是个利好,它会加宽袋鼠的护城河 甚至使它回到两万亿的巅峰 今天分析的内容主要有3点,第一:指导意见为何是重大利好?第二:袋鼠在未来将如何破局?第三:袋鼠价格震荡的原因? 我们先来看看这次监管部门都给了哪些意见?首先是放宽骑手们配送时限的考核标准,然后就是骑手的工资不得低于当地最低工资水平,最后 也是整个文件中最值得关注的一点 就是给全员上社保和保险,要知道 这个意见倘若执行的话 就会给袋鼠增加每年的固定成本增加100亿以上,因为袋鼠恰恰是所有互联网企业当中 基层劳动力最为庞大的,而一旦开始给骑手们缴纳社保的话 袋鼠的利润会直接转为亏损,那为什么还要说这是一次利好呢?我们通过袋鼠的财报就可以看到,整个公司在外卖的业务上 其实挣不到什么钱,平均下来一单外卖也就挣一块钱,社保再一交的话 不仅不挣钱 还得贴钱,但是这个问题我们可以从侧面再去思考一下 如果作为行业龙头的袋鼠都在亏损的话,那么其他竞争对手不就更加没得玩了吗?所以交社保这件事 不仅会提高行业门槛 同时也会加固袋鼠自己的壁垒,因为外卖这项业务 仅仅是作为袋鼠的流量入口,而流量入口这个东西是可以不挣钱的 甚至可以亏钱,它的存在 主要是为了可以去横向发展其他业务,但是话说回来 尽管外卖业务不挣钱 但不代表可以任由它亏损? 其实在袋鼠内部 已经找到了破局的方法,这个方法不仅可以扭亏为盈,并且可以提高配送的效率 巩固袋鼠的龙头地位 还会使它重新站上两万亿,接下来袋鼠要攻打的地方 就是快递行业,我们会看到 袋鼠以往的即时配送方式存在一个痛点,就是每增加一笔外卖订单 就要多增加配送班次,这种业务呈现出的投入产出比是固定的,是无法降低边际成本使利润增加","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805453204","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368842529,"gmtCreate":1614312183661,"gmtModify":1703476200643,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"基金经理也就那样","listText":"基金经理也就那样","text":"基金经理也就那样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/368842529","repostId":"2114329408","repostType":4,"repost":{"id":"2114329408","pubTimestamp":1614307406,"share":"https://www.laohu8.com/m/news/2114329408?lang=&edition=full","pubTime":"2021-02-26 10:43","market":"hk","language":"zh","title":"剧震之下抄底还是撤离?公私募大佬做出这样的抉择","url":"https://stock-news.laohu8.com/highlight/detail?id=2114329408","media":"上海证券报 ","summary":"元宵节还没过,全球市场已开启巨震模式,尤其前期风光无限的“抱团”股,这几日近乎全军溃退。电脑屏幕上,$贵州茅台$已经跌下2300元,中证白酒指数还在调整,有色、化工股也在下跌,2月24日,头部私募的基金经理王林(化名)盯着盘,下出了买入的交易指令。多位业内人士表示,在抱团股波动加剧的过程中,机构的分歧在逐渐加大。","content":"<div>\n<p>元宵节还没过,全球市场已开启巨震模式,尤其前期风光无限的“抱团”股,这几日近乎全军溃退。电脑屏幕上,贵州茅台已经跌下2300元,中证白酒指数还在调整,有色、化工股也在下跌,2月24日,头部私募的基金经理王林(化名)盯着盘,下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小,因此近期的调整可能是阶段性建仓的好机会,老产品也没必要降低仓位,最近更重要的变化是,更愿意去寻找一些没那么多人关注的股票...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml\">Web Link</a>\n\n</div>\n","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>元宵节还没过,全球市场已开启巨震模式,尤其前期风光无限的“抱团”股,这几日近乎全军溃退。电脑屏幕上,贵州茅台已经跌下2300元,中证白酒指数还在调整,有色、化工股也在下跌,2月24日,头部私募的基金经理王林(化名)盯着盘,下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小,因此近期的调整可能是阶段性建仓的好机会,老产品也没必要降低仓位,最近更重要的变化是,更愿意去寻找一些没那么多人关注的股票...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://finance.sina.com.cn/roll/2021-02-26/doc-ikftssap8801297.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2114329408","content_text":"元宵节还没过,全球市场已开启巨震模式,尤其前期风光无限的“抱团”股,这几日近乎全军溃退。电脑屏幕上,贵州茅台已经跌下2300元,中证白酒指数还在调整,有色、化工股也在下跌,2月24日,头部私募的基金经理王林(化名)盯着盘,下出了买入的交易指令。“我觉得A股系统性下跌的可能性较小,因此近期的调整可能是阶段性建仓的好机会,老产品也没必要降低仓位,最近更重要的变化是,更愿意去寻找一些没那么多人关注的股票。”王林直言。然而,不同于王林的乐观预判,董承非在1月末的内部交流分享会中表示,对2021年持悲观态度,已经在做防御性动作。多位业内人士表示,在抱团股波动加剧的过程中,机构的分歧在逐渐加大。有人陆续撤退,有人则聚焦“交易不太拥挤”的标的,比如银行、地产等低估值品种,以及存在积极变化的中小市值股票。机构重仓股迅速调整近期A股波动加剧,前期机构抱团的白酒股跌幅最为明显。Choice数据显示,截至2月25日,中证白酒指数牛年以来的跌幅超过18%,贵州茅台股价更是迅速跌至2150元。更令人颇感意外的是,有望成为报团新方向的周期龙头股近日也开始回调,万华化学连续4个交易日下跌。“白酒板块节后的下跌是能够理解的。” 同犇投资总经理、投资总监童驯分析称,尽管春节假期结束前白酒销售情况亮眼,但同期大宗商品的基本面边际变化更加超预期,所以节后资金迅速转向有色、化工等周期板块,而且从历史经验来看,春节后白酒进入了销售淡季,因此股价也会有所体现。另外,节后美国的10年期国债收益率上升趋势较为明显,市场对于高估值标的将更加谨慎。一位老牌私募基金经理也认为,在流动性或边际收紧的预期影响中,市场热点更容易在估值相对合理的板块中轮换,贵州茅台在内的多数龙头标的估值已经处于高位,调整属于正常情况,而且部分周期板块今年以来涨幅也超出了市场预期,因此股价有所波动。基金经理调仓动作显分歧面对抱团股的剧烈调整,沪上一位公募研究员直言,近期多位基金经理已经调仓,但调仓方向不尽相同。天风证券数据显示,截至2月24日,最近3个交易日公募基金的模拟收益与真实收益之间的偏离相比于2月初显著放大。具体来看,2月初偏离值在0.5%以内的基金样本超过35%,最近3个交易日偏离值在 0.5%以内的样本数量占比已经下降到约只有25%,可见当前已有公募基金开展一定程度的调仓行为。沪上一位头部私募创始人认为,“经历过去年的结构性行情,机构抱团的消费、新能源等板块的龙头股交易已经非常拥挤,在全球经济复苏的过程中,有色、化工等顺周期板块仍然具备机会,尤其是其中可能产生积极变化的中小市值股票,值得关注。”一位公募基金经理直言,预计铜、铝等基本金属价格韧性强于预期,但受季节性因素可能有所波动,所以近期下调了有色金属板块的仓位。另外,基于电动车相关的锂、钴、镍等品种持续涨价,等待未来价格水平超预期时点,才会酌情买入相关板块的股票。另外,近期基金经理对于“防守”还是“进攻”也存在分歧。比如,董承非在1月末的内部交流分享会议中表示,年初市场呈现明显躁动行情,而且市场已经脱离基本面进入资金正反馈过程,所以对2021年全年比较悲观,已经在做一些预防性的动作。王林却认为,全球经济复苏进程刚刚开始,市场流动性依然较为宽裕,市场系统性下跌的可能性较小,后续仍将维持高仓位运作。港股投资机会惹争议对于港股市场,公私募基金经理的观点也不尽相同。前海开源基金联席董事长王宏远表示,以今年这一维度来看,港股会是全球主要资本市场中表现最好的市场之一,有望走赢美股10-20个百分点,同时也会强于A股。格雷资产总经理张可兴也直言,今年会把投资的重心选在港股市场,目前港股资产已经占格雷产品仓位六成以上。今年的港股市场是汇聚天时、地利、人和的投资机会,持续时长将超过一年。主要原因在于港股2018-2020年连续三年跑输A股,即便去年流动性宽裕,互联网行业的优质龙头去年涨幅相较于A股的科技股也不算明显,因此,如果以10年期视角看,港股的机会才刚开始。但董承非却表示,港股大家比较看好,但未必结果会好。具体来说,现在看好港股的人,逻辑是A股流动性外溢,但如果A股市场有变化,港股作为离岸市场,不一定会有很好的结果。上海钦沐资产合伙人于洋也提示称,港股的很多优质标的相比于A股优势较小,只是交易相对没有那么拥挤。如果大量南向资金涌入,其交易优势也会逐渐消失。而且,由于美国流动性可能会收紧,港股的风险更大,因此投资者在投资港股时需要更加谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1611,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507337290644401","authorId":"3507337290644401","name":"phil888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"拿着基民的钱,无论赚还是亏都是别人的钱,管理费照收不误。","text":"拿着基民的钱,无论赚还是亏都是别人的钱,管理费照收不误。","html":"拿着基民的钱,无论赚还是亏都是别人的钱,管理费照收不误。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332804020,"gmtCreate":1610366122660,"gmtModify":1703743780879,"author":{"id":"103419915468984","authorId":"103419915468984","name":"nova","avatar":"https://static.tigerbbs.com/31483d90c90688d45fc3dc87fec7a034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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