海流图的资本家的个人主页 - 老虎社区

海流图的资本家

海流图的资本家

万物周期，价值不灭

IP属地：北京

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海流图的资本家

01-13

[微笑]

@博望财经:困于沼泽，雾芯科技第二增长点在哪？

海流图的资本家

2023-12-24

这篇文章不错，转发给大家看看

@期权小助手:2023年老虎社区期权超高收益&策略实战经验大合集

海流图的资本家

2021-08-25

$新东方(EDU)$马上发新牌照了，目标5元

海流图的资本家

2021-01-28

//@小虎AV: @屁抖抖盆友来吃瓜 [吃瓜]

@小虎AV: 【必看！CNBC专访华尔街带头大哥 Chamath中字完整视频：WSB课代表舌战华尔街名嘴！】Wallstreetbets论坛网红，亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访，本来以为是个对散户的道德拷问，最后却变成了对建制派的灵魂追问！他在节目中表示已经清掉了自己在GME中的仓位，精彩要点如下：1，GME股价暴涨的原因是这只股票被机构做空了140%，凭什么可以多40%？要不是华尔街机构天天利用散户不能用的工具，怎么可能多40%而被散户抓到空子？ 2，论坛上的研究水平，很多都和对冲基金的研究水平相当，凭什么散户不能根据这些研究来买卖？ 3，华尔街上的量化基金（指明文艺复兴），根本就不看基本面来买卖，凭什么他们不看基本面就可以不受到指责，而散户不看基本面就要被指责？ 4，从特斯拉股价的历史来看，所有的对冲基金都错，所有的散户都对，凭什么对冲基金就一定要比散户对？ 5，对冲基金只开放给大户投资而不开放给散户，现在散户赚钱了就不满了要限制散户，凭什么？ Chamath也说得很清楚，市场中性原则（market neutral）基金靠着$10亿的本金，就能得到券商$100亿的杠杆，这些都是散户没有的优势。华尔街就靠着秘密，靠着好的晚餐，靠着相互之间勾肩搭背，来垄断投资市场。而论坛的讨论很透明，这些都是华尔街应该学习的东西。不剧透了，大家自己看吧。对话很精彩，中间Palihapitiya的观点把主持人问到闭麦三秒，我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访，安利大家一定要看！[哟哟]$游戏驿站(GME)$ $AMC院线(AMC)$

海流图的资本家

2020-12-13

[开心] [开心] [开心]

@房东经济学:今年最火的一位女股神

海流图的资本家

2020-11-27

$Palantir Technologies Inc.(PLTR)$加油

海流图的资本家

2020-11-27

$Palantir Technologies Inc.(PLTR)$加油💪

海流图的资本家

2020-11-26

$Palantir Technologies Inc.(PLTR)$加油

海流图的资本家

2020-11-25

$Palantir Technologies Inc.(PLTR)$加油

海流图的资本家

2020-06-29

学习

抱歉，原内容已删除

海流图的资本家

2019-04-23

$伟鸿集团控股(03321)$ 做市商1.2出来了，很垃圾

海流图的资本家

2019-04-17

这篇文章不错，转发给大家看

@英为财情:Pinterest等8家公司本周亮相，美股迎年内最密集IPO

海流图的资本家

2019-03-20

$老虎证券(TIGR)$爽，14了

海流图的资本家

2019-01-11

$Canopy Growth Corporation(CGC)$cool

海流图的资本家

2018-02-15

这篇文章不错，转发给大家看

抱歉，原内容已删除

海流图的资本家

2017-12-20

$美光科技(MU)$估值低到发指

海流图的资本家

2017-11-29

红黄蓝

$红黄蓝(RYB)$ 类似2018年大众汽车short squeeze，做空者都无券可融，所有做空筹码都在16元附近，轻轻一拉，大量的回补，空方就会拉个30%。mark

海流图的资本家

2017-10-26

$纳指三倍做空ETF(SQQQ)$ 长期做空很酸爽

去老虎APP查看更多动态

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来源|博望财经 <a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a> 一家公司从创立到上市，需要多久？ 阿里花了15年，京东用了10年，腾讯用了6年，而悦刻的答案是3年。在悦刻母公司雾芯科技登录纽交所之后，创始人汪莹身价一度达到1629亿元，成功坐上中国女首富的宝座。 然而仅仅IPO后仅两个月，就遭遇电子烟行业大地震，随后龙头雾芯科技股价腰斩，此后一路坐上下坠滑滑梯。截止9月26日，雾芯科技收盘价1.54美元，距离最高点已经跌去95%，总市值24.19亿美元，距离巅峰缩水超500亿美元。 眼看他起高楼,眼看他宴宾客,眼看他楼塌了。作为颠覆传统烟草行业的后起之秀，雾芯科技起势无往不利，跌落亦是兵败山倒，主打一个快。 在愈发趋严的政策之下，未来的雾芯科技该如何在夹缝中求一席生存之地？ 01 复苏无望？ 雾芯科技的举步维艰并不来源于市场竞争，而是政策的连环攻击。 2021年3月，工信部发布《烟草专卖法实施条例修改征求意见稿》，首次明确电子烟须参照卷烟的有关规定执行；2022年9月底又颁布《关于加强电子烟监管有关事项的通知》；10月，电子烟强制性国家标准正式实行，严格限制电子烟的营销行为和口味多样性；11月，监管机构开始征收电子烟36%的消费税。 很明显，电子烟的痛，仍在持续，业内人士预测：今后电子烟大概率会遵循和所有卷烟同样的监管政策，在强监管落地一年后，雾芯科技并未迎来曙光。 看业绩，雾芯科技上半年营收为5.67亿元，同比下降85.6%，净利润2.7亿元，同比下降73%。当然，政策对所有同行的打击都是一样的。 全球最大的电子雾化设备商思摩尔国际2023年上半年营收51.23亿，较上年同期的56.53亿元下降9.4%。期内利润为7.17亿元，较上年同期的13.85亿元下降48.2%；经调整利润为7.58亿元，较上年同期","listText":"文|小魔丸 来源|博望财经 <a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a> 一家公司从创立到上市，需要多久？ 阿里花了15年，京东用了10年，腾讯用了6年，而悦刻的答案是3年。在悦刻母公司雾芯科技登录纽交所之后，创始人汪莹身价一度达到1629亿元，成功坐上中国女首富的宝座。 然而仅仅IPO后仅两个月，就遭遇电子烟行业大地震，随后龙头雾芯科技股价腰斩，此后一路坐上下坠滑滑梯。截止9月26日，雾芯科技收盘价1.54美元，距离最高点已经跌去95%，总市值24.19亿美元，距离巅峰缩水超500亿美元。 眼看他起高楼,眼看他宴宾客,眼看他楼塌了。作为颠覆传统烟草行业的后起之秀，雾芯科技起势无往不利，跌落亦是兵败山倒，主打一个快。 在愈发趋严的政策之下，未来的雾芯科技该如何在夹缝中求一席生存之地？ 01 复苏无望？ 雾芯科技的举步维艰并不来源于市场竞争，而是政策的连环攻击。 2021年3月，工信部发布《烟草专卖法实施条例修改征求意见稿》，首次明确电子烟须参照卷烟的有关规定执行；2022年9月底又颁布《关于加强电子烟监管有关事项的通知》；10月，电子烟强制性国家标准正式实行，严格限制电子烟的营销行为和口味多样性；11月，监管机构开始征收电子烟36%的消费税。 很明显，电子烟的痛，仍在持续，业内人士预测：今后电子烟大概率会遵循和所有卷烟同样的监管政策，在强监管落地一年后，雾芯科技并未迎来曙光。 看业绩，雾芯科技上半年营收为5.67亿元，同比下降85.6%，净利润2.7亿元，同比下降73%。当然，政策对所有同行的打击都是一样的。 全球最大的电子雾化设备商思摩尔国际2023年上半年营收51.23亿，较上年同期的56.53亿元下降9.4%。期内利润为7.17亿元，较上年同期的13.85亿元下降48.2%；经调整利润为7.58亿元，较上年同期","text":"文|小魔丸 来源|博望财经 $RLX科技(RLX)$ 一家公司从创立到上市，需要多久？ 阿里花了15年，京东用了10年，腾讯用了6年，而悦刻的答案是3年。在悦刻母公司雾芯科技登录纽交所之后，创始人汪莹身价一度达到1629亿元，成功坐上中国女首富的宝座。 然而仅仅IPO后仅两个月，就遭遇电子烟行业大地震，随后龙头雾芯科技股价腰斩，此后一路坐上下坠滑滑梯。截止9月26日，雾芯科技收盘价1.54美元，距离最高点已经跌去95%，总市值24.19亿美元，距离巅峰缩水超500亿美元。 眼看他起高楼,眼看他宴宾客,眼看他楼塌了。作为颠覆传统烟草行业的后起之秀，雾芯科技起势无往不利，跌落亦是兵败山倒，主打一个快。 在愈发趋严的政策之下，未来的雾芯科技该如何在夹缝中求一席生存之地？ 01 复苏无望？ 雾芯科技的举步维艰并不来源于市场竞争，而是政策的连环攻击。 2021年3月，工信部发布《烟草专卖法实施条例修改征求意见稿》，首次明确电子烟须参照卷烟的有关规定执行；2022年9月底又颁布《关于加强电子烟监管有关事项的通知》；10月，电子烟强制性国家标准正式实行，严格限制电子烟的营销行为和口味多样性；11月，监管机构开始征收电子烟36%的消费税。 很明显，电子烟的痛，仍在持续，业内人士预测：今后电子烟大概率会遵循和所有卷烟同样的监管政策，在强监管落地一年后，雾芯科技并未迎来曙光。 看业绩，雾芯科技上半年营收为5.67亿元，同比下降85.6%，净利润2.7亿元，同比下降73%。当然，政策对所有同行的打击都是一样的。 全球最大的电子雾化设备商思摩尔国际2023年上半年营收51.23亿，较上年同期的56.53亿元下降9.4%。期内利润为7.17亿元，较上年同期的13.85亿元下降48.2%；经调整利润为7.58亿元，较上年同期","images":[{"img":"https://static.tigerbbs.com/7949cf4eb4cb05d4860b3d280500a236","width":"1184","height":"894"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224843947188344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255549219864712,"gmtCreate":1703400921534,"gmtModify":1703400922885,"author":{"id":"12567734820550","authorId":"12567734820550","name":"海流图的资本家","avatar":"https://static.tigerbbs.com/7e90635ce211fb21070cd1f6ef4e4f20","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"12567734820550","idStr":"12567734820550"},"themes":[],"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/255549219864712","repostId":"254476038819848","repostType":1,"repost":{"id":254476038819848,"gmtCreate":1703163897904,"gmtModify":1703163918059,"author":{"id":"3527667584262733","authorId":"3527667584262733","name":"期权小助手","avatar":"https://static.tigerbbs.com/a5496ca83f1c81b8c311afcb3ea30bc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667584262733","idStr":"3527667584262733"},"themes":[],"title":"2023年老虎社区期权超高收益&策略实战经验大合集","htmlText":"2023年美股市场结束了单边下跌迎来了AI反弹大行情，无视高息市场环境和各类黑天鹅干扰，股指再次回到加息前高位。期权作为最具灵活性和极高自由度的杠杆衍生品，无论行情如何受到干扰和波动都可以使用它从容应对，获得无法通过交易正股产生的收益，凸显了期权作为衍生品的独特观察价值和交易价值。随着年末的脚步临近，我们根据文章的点赞量和阅读数据，盘点了2023年老虎社区期权超高收益&amp;策略实战经验大合集。让我们来看一看今年虎友们有哪些精彩的期权操作，以及值得学习的期权科普和感悟。别忘记赶紧收藏这份独一无二的实战经验大礼包！超高收益篇：平台独家赚钱秘籍，来自社区虎友的珍贵暴富经验分享。<a href=\"https://laohu8.com/TW/223088730542192\" target=\"_blank\">黄粱美梦何时醒，年化收益率高达3369.75%的期权投资策略可以持续多久？</a><a href=\"https://laohu8.com/TW/626968026\" target=\"_blank\">从暴亏几百万到回血几十万</a><a href=\"https://laohu8.com/TW/217872447508736\" target=\"_blank\">分享一个期权一个月收益率392.81%的秘诀。</a><a href=\"https://laohu8.com/TW/231111304405312\" target=\"_blank\">本年度最好的单周收益心得分享</a><a href=\"https://laohu8.com/TW/627902681\" target=\"_blank\">明亮蓝影：三个月之内，账户收益39倍</a><a href=\"https://laohu8.com/TW/232594977632272\" target=\"_blank\">JRcapital：亏损归</a>","listText":"2023年美股市场结束了单边下跌迎来了AI反弹大行情，无视高息市场环境和各类黑天鹅干扰，股指再次回到加息前高位。期权作为最具灵活性和极高自由度的杠杆衍生品，无论行情如何受到干扰和波动都可以使用它从容应对，获得无法通过交易正股产生的收益，凸显了期权作为衍生品的独特观察价值和交易价值。随着年末的脚步临近，我们根据文章的点赞量和阅读数据，盘点了2023年老虎社区期权超高收益&amp;策略实战经验大合集。让我们来看一看今年虎友们有哪些精彩的期权操作，以及值得学习的期权科普和感悟。别忘记赶紧收藏这份独一无二的实战经验大礼包！超高收益篇：平台独家赚钱秘籍，来自社区虎友的珍贵暴富经验分享。<a href=\"https://laohu8.com/TW/223088730542192\" target=\"_blank\">黄粱美梦何时醒，年化收益率高达3369.75%的期权投资策略可以持续多久？</a><a href=\"https://laohu8.com/TW/626968026\" target=\"_blank\">从暴亏几百万到回血几十万</a><a href=\"https://laohu8.com/TW/217872447508736\" target=\"_blank\">分享一个期权一个月收益率392.81%的秘诀。</a><a href=\"https://laohu8.com/TW/231111304405312\" target=\"_blank\">本年度最好的单周收益心得分享</a><a href=\"https://laohu8.com/TW/627902681\" target=\"_blank\">明亮蓝影：三个月之内，账户收益39倍</a><a href=\"https://laohu8.com/TW/232594977632272\" target=\"_blank\">JRcapital：亏损归</a>","text":"2023年美股市场结束了单边下跌迎来了AI反弹大行情，无视高息市场环境和各类黑天鹅干扰，股指再次回到加息前高位。期权作为最具灵活性和极高自由度的杠杆衍生品，无论行情如何受到干扰和波动都可以使用它从容应对，获得无法通过交易正股产生的收益，凸显了期权作为衍生品的独特观察价值和交易价值。随着年末的脚步临近，我们根据文章的点赞量和阅读数据，盘点了2023年老虎社区期权超高收益&策略实战经验大合集。让我们来看一看今年虎友们有哪些精彩的期权操作，以及值得学习的期权科普和感悟。别忘记赶紧收藏这份独一无二的实战经验大礼包！超高收益篇：平台独家赚钱秘籍，来自社区虎友的珍贵暴富经验分享。黄粱美梦何时醒，年化收益率高达3369.75%的期权投资策略可以持续多久？从暴亏几百万到回血几十万分享一个期权一个月收益率392.81%的秘诀。本年度最好的单周收益心得分享明亮蓝影：三个月之内，账户收益39倍JRcapital：亏损归","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254476038819848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837635037,"gmtCreate":1629881677429,"gmtModify":1629881677429,"author":{"id":"12567734820550","authorId":"12567734820550","name":"海流图的资本家","avatar":"https://static.tigerbbs.com/7e90635ce211fb21070cd1f6ef4e4f20","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"12567734820550","idStr":"12567734820550"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>: <a href=\"https://laohu8.com/U/3484307129587469\">@屁抖抖</a>盆友来吃瓜 [吃瓜]","text":"//@小虎AV: @屁抖抖盆友来吃瓜 [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311274076","repostId":"311243649","repostType":1,"repost":{"id":311243649,"gmtCreate":1611804462472,"gmtModify":1703754062748,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n  【必看！CNBC专访华尔街带头大哥 Chamath中字完整视频：WSB课代表舌战华尔街名嘴！】Wallstreetbets论坛网红，亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访，本来以为是个对散户的道德拷问，最后却变成了对建制派的灵魂追问！ 他在节目中表示已经清掉了自己在GME中的仓位，精彩要点如下：1，GME股价暴涨的原因是这只股票被机构做空了140%，凭什么可以多40%？要不是华尔街机构天天利用散户不能用的工具，怎么可能多40%而被散户抓到空子？ 2，论坛上的研究水平，很多都和对冲基金的研究水平相当，凭什么散户不能根据这些研究来买卖？ 3，华尔街上的量化基金（指明文艺复兴），根本就不看基本面来买卖，凭什么他们不看基本面就可以不受到指责，而散户不看基本面就要被指责？ 4，从特斯拉股价的历史来看，所有的对冲基金都错，所有的散户都对，凭什么对冲基金就一定要比散户对？ 5，对冲基金只开放给大户投资而不开放给散户，现在散户赚钱了就不满了要限制散户，凭什么？ Chamath也说得很清楚，市场中性原则（market neutral）基金靠着$10亿的本金，就能得到券商$100亿的杠杆，这些都是散户没有的优势。华尔街就靠着秘密，靠着好的晚餐，靠着相互之间勾肩搭背，来垄断投资市场。而论坛的讨论很透明，这些都是华尔街应该学习的东西。不剧透了，大家自己看吧。 对话很精彩，中间Palihapitiya的观点把主持人问到闭麦三秒，我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访，安利大家一定要看！[哟哟]$游戏驿站(GME)$ $AMC院线(AMC)$\n \n","listText":"【必看！CNBC专访华尔街带头大哥 Chamath中字完整视频：WSB课代表舌战华尔街名嘴！】Wallstreetbets论坛网红，亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访，本来以为是个对散户的道德拷问，最后却变成了对建制派的灵魂追问！ 他在节目中表示已经清掉了自己在GME中的仓位，精彩要点如下：1，GME股价暴涨的原因是这只股票被机构做空了140%，凭什么可以多40%？要不是华尔街机构天天利用散户不能用的工具，怎么可能多40%而被散户抓到空子？ 2，论坛上的研究水平，很多都和对冲基金的研究水平相当，凭什么散户不能根据这些研究来买卖？ 3，华尔街上的量化基金（指明文艺复兴），根本就不看基本面来买卖，凭什么他们不看基本面就可以不受到指责，而散户不看基本面就要被指责？ 4，从特斯拉股价的历史来看，所有的对冲基金都错，所有的散户都对，凭什么对冲基金就一定要比散户对？ 5，对冲基金只开放给大户投资而不开放给散户，现在散户赚钱了就不满了要限制散户，凭什么？ Chamath也说得很清楚，市场中性原则（market neutral）基金靠着$10亿的本金，就能得到券商$100亿的杠杆，这些都是散户没有的优势。华尔街就靠着秘密，靠着好的晚餐，靠着相互之间勾肩搭背，来垄断投资市场。而论坛的讨论很透明，这些都是华尔街应该学习的东西。不剧透了，大家自己看吧。 对话很精彩，中间Palihapitiya的观点把主持人问到闭麦三秒，我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访，安利大家一定要看！[哟哟]$游戏驿站(GME)$ $AMC院线(AMC)$","text":"【必看！CNBC专访华尔街带头大哥 Chamath中字完整视频：WSB课代表舌战华尔街名嘴！】Wallstreetbets论坛网红，亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访，本来以为是个对散户的道德拷问，最后却变成了对建制派的灵魂追问！ 他在节目中表示已经清掉了自己在GME中的仓位，精彩要点如下：1，GME股价暴涨的原因是这只股票被机构做空了140%，凭什么可以多40%？要不是华尔街机构天天利用散户不能用的工具，怎么可能多40%而被散户抓到空子？ 2，论坛上的研究水平，很多都和对冲基金的研究水平相当，凭什么散户不能根据这些研究来买卖？ 3，华尔街上的量化基金（指明文艺复兴），根本就不看基本面来买卖，凭什么他们不看基本面就可以不受到指责，而散户不看基本面就要被指责？ 4，从特斯拉股价的历史来看，所有的对冲基金都错，所有的散户都对，凭什么对冲基金就一定要比散户对？ 5，对冲基金只开放给大户投资而不开放给散户，现在散户赚钱了就不满了要限制散户，凭什么？ Chamath也说得很清楚，市场中性原则（market neutral）基金靠着$10亿的本金，就能得到券商$100亿的杠杆，这些都是散户没有的优势。华尔街就靠着秘密，靠着好的晚餐，靠着相互之间勾肩搭背，来垄断投资市场。而论坛的讨论很透明，这些都是华尔街应该学习的东西。不剧透了，大家自己看吧。 对话很精彩，中间Palihapitiya的观点把主持人问到闭麦三秒，我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访，安利大家一定要看！[哟哟]$游戏驿站(GME)$ $AMC院线(AMC)$","images":[{"img":"https://static.tigerbbs.com/5bbec08aba384e043f57c0bffc73a79c","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311243649","isVote":1,"tweetType":2,"object":{"id":"ce75dde2879e4f3c932882c54b24c219","tweetId":"311243649","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/51dce7e95285890813402890327/f0.mp4","poster":"https://static.tigerbbs.com/5bbec08aba384e043f57c0bffc73a79c"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394083976,"gmtCreate":1607866100195,"gmtModify":1703849940005,"author":{"id":"12567734820550","authorId":"12567734820550","name":"海流图的资本家","avatar":"https://static.tigerbbs.com/7e90635ce211fb21070cd1f6ef4e4f20","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"12567734820550","idStr":"12567734820550"},"themes":[],"htmlText":"[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394083976","repostId":"392406407","repostType":1,"repost":{"id":392406407,"gmtCreate":1607500659101,"gmtModify":1703848259993,"author":{"id":"3499642540046495","authorId":"3499642540046495","name":"房东经济学","avatar":"https://static.tigerbbs.com/edfaddbb1342d4bbb2d3ec62de517927","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499642540046495","idStr":"3499642540046495"},"themes":[],"title":"今年最火的一位女股神","htmlText":"本文来自公众号：房东看世界今天我们聊聊一位最近很火的女股神，她的名字叫Catherine Wood，她是ARK Invest的CEO和基金经理人。如果要问今年美国市场上谁最风光，那肯定有她和她公司ARK的份，Wood现在已经成为无数投资者眼中的女神。Catherine Wood为什么她能火？我们看一下她管理的产品表现就知道了。ARKK vs 纳斯达克100 vs 标普500 2014年底至今各自累计涨幅上面这张图中紫色线为她管理的一只规模最大的ARKK与纳斯达克100（黑色线）以及标普500（黑色）的对比，从2014下半年登场至今，ARKK累计上涨了接近500%，碾压基准标普500，甚至也让作为科技指数之王的纳斯达克100相形见绌。ARKK连续三年都跑赢了基准，并且和其他ARK旗下的四个主动基金一同在今年迎来了大爆发。有人把她说成是“女版巴菲特”，但她的风格和巴菲特完全不一样，巴菲特喜欢投资现金流稳定的成熟公司、而且更倾向于传统行业，对科技股涉猎相对较少；Wood专做科技股，而且都是在足够早的时间就瞄准那些有潜力的科技公司。在她的投资理念中，最重要的一个关键词就是创新。Wood出生于1956年，换句话说她现在已经是个64岁的大妈了，但是她对于创新和新经济的理解远超绝大多数后辈，她抓住了特斯拉、Square、Zoom甚至是比特币的机会。除了天赋以外，和她的个人经历也分不开。她毕业于南加州大学金融经济学专业，1977年开始在Capital Research公司任助理经济师，之后她在1980年转职Jennison Associates任首席经济师。1998年她合伙成立对冲基金Tupelo Capital并任投资组合经理主理该基金的宏观战略。2001年，她转到联博资产管理任投资长，负责管理基金达50亿美元的投资组合。2013年，她从联博辞职创业，于2014年1月成立ARK Inve","listText":"本文来自公众号：房东看世界今天我们聊聊一位最近很火的女股神，她的名字叫Catherine Wood，她是ARK Invest的CEO和基金经理人。如果要问今年美国市场上谁最风光，那肯定有她和她公司ARK的份，Wood现在已经成为无数投资者眼中的女神。Catherine Wood为什么她能火？我们看一下她管理的产品表现就知道了。ARKK vs 纳斯达克100 vs 标普500 2014年底至今各自累计涨幅上面这张图中紫色线为她管理的一只规模最大的ARKK与纳斯达克100（黑色线）以及标普500（黑色）的对比，从2014下半年登场至今，ARKK累计上涨了接近500%，碾压基准标普500，甚至也让作为科技指数之王的纳斯达克100相形见绌。ARKK连续三年都跑赢了基准，并且和其他ARK旗下的四个主动基金一同在今年迎来了大爆发。有人把她说成是“女版巴菲特”，但她的风格和巴菲特完全不一样，巴菲特喜欢投资现金流稳定的成熟公司、而且更倾向于传统行业，对科技股涉猎相对较少；Wood专做科技股，而且都是在足够早的时间就瞄准那些有潜力的科技公司。在她的投资理念中，最重要的一个关键词就是创新。Wood出生于1956年，换句话说她现在已经是个64岁的大妈了，但是她对于创新和新经济的理解远超绝大多数后辈，她抓住了特斯拉、Square、Zoom甚至是比特币的机会。除了天赋以外，和她的个人经历也分不开。她毕业于南加州大学金融经济学专业，1977年开始在Capital Research公司任助理经济师，之后她在1980年转职Jennison Associates任首席经济师。1998年她合伙成立对冲基金Tupelo Capital并任投资组合经理主理该基金的宏观战略。2001年，她转到联博资产管理任投资长，负责管理基金达50亿美元的投资组合。2013年，她从联博辞职创业，于2014年1月成立ARK Inve","text":"本文来自公众号：房东看世界今天我们聊聊一位最近很火的女股神，她的名字叫Catherine Wood，她是ARK Invest的CEO和基金经理人。如果要问今年美国市场上谁最风光，那肯定有她和她公司ARK的份，Wood现在已经成为无数投资者眼中的女神。Catherine Wood为什么她能火？我们看一下她管理的产品表现就知道了。ARKK vs 纳斯达克100 vs 标普500 2014年底至今各自累计涨幅上面这张图中紫色线为她管理的一只规模最大的ARKK与纳斯达克100（黑色线）以及标普500（黑色）的对比，从2014下半年登场至今，ARKK累计上涨了接近500%，碾压基准标普500，甚至也让作为科技指数之王的纳斯达克100相形见绌。ARKK连续三年都跑赢了基准，并且和其他ARK旗下的四个主动基金一同在今年迎来了大爆发。有人把她说成是“女版巴菲特”，但她的风格和巴菲特完全不一样，巴菲特喜欢投资现金流稳定的成熟公司、而且更倾向于传统行业，对科技股涉猎相对较少；Wood专做科技股，而且都是在足够早的时间就瞄准那些有潜力的科技公司。在她的投资理念中，最重要的一个关键词就是创新。Wood出生于1956年，换句话说她现在已经是个64岁的大妈了，但是她对于创新和新经济的理解远超绝大多数后辈，她抓住了特斯拉、Square、Zoom甚至是比特币的机会。除了天赋以外，和她的个人经历也分不开。她毕业于南加州大学金融经济学专业，1977年开始在Capital Research公司任助理经济师，之后她在1980年转职Jennison Associates任首席经济师。1998年她合伙成立对冲基金Tupelo Capital并任投资组合经理主理该基金的宏观战略。2001年，她转到联博资产管理任投资长，负责管理基金达50亿美元的投资组合。2013年，她从联博辞职创业，于2014年1月成立ARK 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来源|博望财经 <a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a> 一家公司从创立到上市，需要多久？ 阿里花了15年，京东用了10年，腾讯用了6年，而悦刻的答案是3年。在悦刻母公司雾芯科技登录纽交所之后，创始人汪莹身价一度达到1629亿元，成功坐上中国女首富的宝座。 然而仅仅IPO后仅两个月，就遭遇电子烟行业大地震，随后龙头雾芯科技股价腰斩，此后一路坐上下坠滑滑梯。截止9月26日，雾芯科技收盘价1.54美元，距离最高点已经跌去95%，总市值24.19亿美元，距离巅峰缩水超500亿美元。 眼看他起高楼,眼看他宴宾客,眼看他楼塌了。作为颠覆传统烟草行业的后起之秀，雾芯科技起势无往不利，跌落亦是兵败山倒，主打一个快。 在愈发趋严的政策之下，未来的雾芯科技该如何在夹缝中求一席生存之地？ 01 复苏无望？ 雾芯科技的举步维艰并不来源于市场竞争，而是政策的连环攻击。 2021年3月，工信部发布《烟草专卖法实施条例修改征求意见稿》，首次明确电子烟须参照卷烟的有关规定执行；2022年9月底又颁布《关于加强电子烟监管有关事项的通知》；10月，电子烟强制性国家标准正式实行，严格限制电子烟的营销行为和口味多样性；11月，监管机构开始征收电子烟36%的消费税。 很明显，电子烟的痛，仍在持续，业内人士预测：今后电子烟大概率会遵循和所有卷烟同样的监管政策，在强监管落地一年后，雾芯科技并未迎来曙光。 看业绩，雾芯科技上半年营收为5.67亿元，同比下降85.6%，净利润2.7亿元，同比下降73%。当然，政策对所有同行的打击都是一样的。 全球最大的电子雾化设备商思摩尔国际2023年上半年营收51.23亿，较上年同期的56.53亿元下降9.4%。期内利润为7.17亿元，较上年同期的13.85亿元下降48.2%；经调整利润为7.58亿元，较上年同期","listText":"文|小魔丸 来源|博望财经 <a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a> 一家公司从创立到上市，需要多久？ 阿里花了15年，京东用了10年，腾讯用了6年，而悦刻的答案是3年。在悦刻母公司雾芯科技登录纽交所之后，创始人汪莹身价一度达到1629亿元，成功坐上中国女首富的宝座。 然而仅仅IPO后仅两个月，就遭遇电子烟行业大地震，随后龙头雾芯科技股价腰斩，此后一路坐上下坠滑滑梯。截止9月26日，雾芯科技收盘价1.54美元，距离最高点已经跌去95%，总市值24.19亿美元，距离巅峰缩水超500亿美元。 眼看他起高楼,眼看他宴宾客,眼看他楼塌了。作为颠覆传统烟草行业的后起之秀，雾芯科技起势无往不利，跌落亦是兵败山倒，主打一个快。 在愈发趋严的政策之下，未来的雾芯科技该如何在夹缝中求一席生存之地？ 01 复苏无望？ 雾芯科技的举步维艰并不来源于市场竞争，而是政策的连环攻击。 2021年3月，工信部发布《烟草专卖法实施条例修改征求意见稿》，首次明确电子烟须参照卷烟的有关规定执行；2022年9月底又颁布《关于加强电子烟监管有关事项的通知》；10月，电子烟强制性国家标准正式实行，严格限制电子烟的营销行为和口味多样性；11月，监管机构开始征收电子烟36%的消费税。 很明显，电子烟的痛，仍在持续，业内人士预测：今后电子烟大概率会遵循和所有卷烟同样的监管政策，在强监管落地一年后，雾芯科技并未迎来曙光。 看业绩，雾芯科技上半年营收为5.67亿元，同比下降85.6%，净利润2.7亿元，同比下降73%。当然，政策对所有同行的打击都是一样的。 全球最大的电子雾化设备商思摩尔国际2023年上半年营收51.23亿，较上年同期的56.53亿元下降9.4%。期内利润为7.17亿元，较上年同期的13.85亿元下降48.2%；经调整利润为7.58亿元，较上年同期","text":"文|小魔丸 来源|博望财经 $RLX科技(RLX)$ 一家公司从创立到上市，需要多久？ 阿里花了15年，京东用了10年，腾讯用了6年，而悦刻的答案是3年。在悦刻母公司雾芯科技登录纽交所之后，创始人汪莹身价一度达到1629亿元，成功坐上中国女首富的宝座。 然而仅仅IPO后仅两个月，就遭遇电子烟行业大地震，随后龙头雾芯科技股价腰斩，此后一路坐上下坠滑滑梯。截止9月26日，雾芯科技收盘价1.54美元，距离最高点已经跌去95%，总市值24.19亿美元，距离巅峰缩水超500亿美元。 眼看他起高楼,眼看他宴宾客,眼看他楼塌了。作为颠覆传统烟草行业的后起之秀，雾芯科技起势无往不利，跌落亦是兵败山倒，主打一个快。 在愈发趋严的政策之下，未来的雾芯科技该如何在夹缝中求一席生存之地？ 01 复苏无望？ 雾芯科技的举步维艰并不来源于市场竞争，而是政策的连环攻击。 2021年3月，工信部发布《烟草专卖法实施条例修改征求意见稿》，首次明确电子烟须参照卷烟的有关规定执行；2022年9月底又颁布《关于加强电子烟监管有关事项的通知》；10月，电子烟强制性国家标准正式实行，严格限制电子烟的营销行为和口味多样性；11月，监管机构开始征收电子烟36%的消费税。 很明显，电子烟的痛，仍在持续，业内人士预测：今后电子烟大概率会遵循和所有卷烟同样的监管政策，在强监管落地一年后，雾芯科技并未迎来曙光。 看业绩，雾芯科技上半年营收为5.67亿元，同比下降85.6%，净利润2.7亿元，同比下降73%。当然，政策对所有同行的打击都是一样的。 全球最大的电子雾化设备商思摩尔国际2023年上半年营收51.23亿，较上年同期的56.53亿元下降9.4%。期内利润为7.17亿元，较上年同期的13.85亿元下降48.2%；经调整利润为7.58亿元，较上年同期","images":[{"img":"https://static.tigerbbs.com/7949cf4eb4cb05d4860b3d280500a236","width":"1184","height":"894"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224843947188344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255549219864712,"gmtCreate":1703400921534,"gmtModify":1703400922885,"author":{"id":"12567734820550","authorId":"12567734820550","name":"海流图的资本家","avatar":"https://static.tigerbbs.com/7e90635ce211fb21070cd1f6ef4e4f20","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"12567734820550","authorIdStr":"12567734820550"},"themes":[],"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/255549219864712","repostId":"254476038819848","repostType":1,"repost":{"id":254476038819848,"gmtCreate":1703163897904,"gmtModify":1703163918059,"author":{"id":"3527667584262733","authorId":"3527667584262733","name":"期权小助手","avatar":"https://static.tigerbbs.com/a5496ca83f1c81b8c311afcb3ea30bc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667584262733","authorIdStr":"3527667584262733"},"themes":[],"title":"2023年老虎社区期权超高收益&策略实战经验大合集","htmlText":"2023年美股市场结束了单边下跌迎来了AI反弹大行情，无视高息市场环境和各类黑天鹅干扰，股指再次回到加息前高位。期权作为最具灵活性和极高自由度的杠杆衍生品，无论行情如何受到干扰和波动都可以使用它从容应对，获得无法通过交易正股产生的收益，凸显了期权作为衍生品的独特观察价值和交易价值。随着年末的脚步临近，我们根据文章的点赞量和阅读数据，盘点了2023年老虎社区期权超高收益&amp;策略实战经验大合集。让我们来看一看今年虎友们有哪些精彩的期权操作，以及值得学习的期权科普和感悟。别忘记赶紧收藏这份独一无二的实战经验大礼包！超高收益篇：平台独家赚钱秘籍，来自社区虎友的珍贵暴富经验分享。<a href=\"https://laohu8.com/TW/223088730542192\" target=\"_blank\">黄粱美梦何时醒，年化收益率高达3369.75%的期权投资策略可以持续多久？</a><a href=\"https://laohu8.com/TW/626968026\" target=\"_blank\">从暴亏几百万到回血几十万</a><a href=\"https://laohu8.com/TW/217872447508736\" target=\"_blank\">分享一个期权一个月收益率392.81%的秘诀。</a><a href=\"https://laohu8.com/TW/231111304405312\" target=\"_blank\">本年度最好的单周收益心得分享</a><a href=\"https://laohu8.com/TW/627902681\" target=\"_blank\">明亮蓝影：三个月之内，账户收益39倍</a><a href=\"https://laohu8.com/TW/232594977632272\" target=\"_blank\">JRcapital：亏损归</a>","listText":"2023年美股市场结束了单边下跌迎来了AI反弹大行情，无视高息市场环境和各类黑天鹅干扰，股指再次回到加息前高位。期权作为最具灵活性和极高自由度的杠杆衍生品，无论行情如何受到干扰和波动都可以使用它从容应对，获得无法通过交易正股产生的收益，凸显了期权作为衍生品的独特观察价值和交易价值。随着年末的脚步临近，我们根据文章的点赞量和阅读数据，盘点了2023年老虎社区期权超高收益&amp;策略实战经验大合集。让我们来看一看今年虎友们有哪些精彩的期权操作，以及值得学习的期权科普和感悟。别忘记赶紧收藏这份独一无二的实战经验大礼包！超高收益篇：平台独家赚钱秘籍，来自社区虎友的珍贵暴富经验分享。<a href=\"https://laohu8.com/TW/223088730542192\" target=\"_blank\">黄粱美梦何时醒，年化收益率高达3369.75%的期权投资策略可以持续多久？</a><a href=\"https://laohu8.com/TW/626968026\" target=\"_blank\">从暴亏几百万到回血几十万</a><a href=\"https://laohu8.com/TW/217872447508736\" target=\"_blank\">分享一个期权一个月收益率392.81%的秘诀。</a><a href=\"https://laohu8.com/TW/231111304405312\" target=\"_blank\">本年度最好的单周收益心得分享</a><a href=\"https://laohu8.com/TW/627902681\" target=\"_blank\">明亮蓝影：三个月之内，账户收益39倍</a><a href=\"https://laohu8.com/TW/232594977632272\" target=\"_blank\">JRcapital：亏损归</a>","text":"2023年美股市场结束了单边下跌迎来了AI反弹大行情，无视高息市场环境和各类黑天鹅干扰，股指再次回到加息前高位。期权作为最具灵活性和极高自由度的杠杆衍生品，无论行情如何受到干扰和波动都可以使用它从容应对，获得无法通过交易正股产生的收益，凸显了期权作为衍生品的独特观察价值和交易价值。随着年末的脚步临近，我们根据文章的点赞量和阅读数据，盘点了2023年老虎社区期权超高收益&策略实战经验大合集。让我们来看一看今年虎友们有哪些精彩的期权操作，以及值得学习的期权科普和感悟。别忘记赶紧收藏这份独一无二的实战经验大礼包！超高收益篇：平台独家赚钱秘籍，来自社区虎友的珍贵暴富经验分享。黄粱美梦何时醒，年化收益率高达3369.75%的期权投资策略可以持续多久？从暴亏几百万到回血几十万分享一个期权一个月收益率392.81%的秘诀。本年度最好的单周收益心得分享明亮蓝影：三个月之内，账户收益39倍JRcapital：亏损归","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254476038819848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311274076,"gmtCreate":1611806707295,"gmtModify":1703754084464,"author":{"id":"12567734820550","authorId":"12567734820550","name":"海流图的资本家","avatar":"https://static.tigerbbs.com/7e90635ce211fb21070cd1f6ef4e4f20","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"12567734820550","authorIdStr":"12567734820550"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>: <a href=\"https://laohu8.com/U/3484307129587469\">@屁抖抖</a>盆友来吃瓜 [吃瓜]","listText":"//<a href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>: <a href=\"https://laohu8.com/U/3484307129587469\">@屁抖抖</a>盆友来吃瓜 [吃瓜]","text":"//@小虎AV: @屁抖抖盆友来吃瓜 [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311274076","repostId":"311243649","repostType":1,"repost":{"id":311243649,"gmtCreate":1611804462472,"gmtModify":1703754062748,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n  【必看！CNBC专访华尔街带头大哥 Chamath中字完整视频：WSB课代表舌战华尔街名嘴！】Wallstreetbets论坛网红，亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访，本来以为是个对散户的道德拷问，最后却变成了对建制派的灵魂追问！ 他在节目中表示已经清掉了自己在GME中的仓位，精彩要点如下：1，GME股价暴涨的原因是这只股票被机构做空了140%，凭什么可以多40%？要不是华尔街机构天天利用散户不能用的工具，怎么可能多40%而被散户抓到空子？ 2，论坛上的研究水平，很多都和对冲基金的研究水平相当，凭什么散户不能根据这些研究来买卖？ 3，华尔街上的量化基金（指明文艺复兴），根本就不看基本面来买卖，凭什么他们不看基本面就可以不受到指责，而散户不看基本面就要被指责？ 4，从特斯拉股价的历史来看，所有的对冲基金都错，所有的散户都对，凭什么对冲基金就一定要比散户对？ 5，对冲基金只开放给大户投资而不开放给散户，现在散户赚钱了就不满了要限制散户，凭什么？ Chamath也说得很清楚，市场中性原则（market neutral）基金靠着$10亿的本金，就能得到券商$100亿的杠杆，这些都是散户没有的优势。华尔街就靠着秘密，靠着好的晚餐，靠着相互之间勾肩搭背，来垄断投资市场。而论坛的讨论很透明，这些都是华尔街应该学习的东西。不剧透了，大家自己看吧。 对话很精彩，中间Palihapitiya的观点把主持人问到闭麦三秒，我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访，安利大家一定要看！[哟哟]$游戏驿站(GME)$ $AMC院线(AMC)$\n \n","listText":"【必看！CNBC专访华尔街带头大哥 Chamath中字完整视频：WSB课代表舌战华尔街名嘴！】Wallstreetbets论坛网红，亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访，本来以为是个对散户的道德拷问，最后却变成了对建制派的灵魂追问！ 他在节目中表示已经清掉了自己在GME中的仓位，精彩要点如下：1，GME股价暴涨的原因是这只股票被机构做空了140%，凭什么可以多40%？要不是华尔街机构天天利用散户不能用的工具，怎么可能多40%而被散户抓到空子？ 2，论坛上的研究水平，很多都和对冲基金的研究水平相当，凭什么散户不能根据这些研究来买卖？ 3，华尔街上的量化基金（指明文艺复兴），根本就不看基本面来买卖，凭什么他们不看基本面就可以不受到指责，而散户不看基本面就要被指责？ 4，从特斯拉股价的历史来看，所有的对冲基金都错，所有的散户都对，凭什么对冲基金就一定要比散户对？ 5，对冲基金只开放给大户投资而不开放给散户，现在散户赚钱了就不满了要限制散户，凭什么？ Chamath也说得很清楚，市场中性原则（market neutral）基金靠着$10亿的本金，就能得到券商$100亿的杠杆，这些都是散户没有的优势。华尔街就靠着秘密，靠着好的晚餐，靠着相互之间勾肩搭背，来垄断投资市场。而论坛的讨论很透明，这些都是华尔街应该学习的东西。不剧透了，大家自己看吧。 对话很精彩，中间Palihapitiya的观点把主持人问到闭麦三秒，我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访，安利大家一定要看！[哟哟]$游戏驿站(GME)$ $AMC院线(AMC)$","text":"【必看！CNBC专访华尔街带头大哥 Chamath中字完整视频：WSB课代表舌战华尔街名嘴！】Wallstreetbets论坛网红，亿万富翁投资者Chamath Palihapitiya周三接受了CNBC采访，本来以为是个对散户的道德拷问，最后却变成了对建制派的灵魂追问！ 他在节目中表示已经清掉了自己在GME中的仓位，精彩要点如下：1，GME股价暴涨的原因是这只股票被机构做空了140%，凭什么可以多40%？要不是华尔街机构天天利用散户不能用的工具，怎么可能多40%而被散户抓到空子？ 2，论坛上的研究水平，很多都和对冲基金的研究水平相当，凭什么散户不能根据这些研究来买卖？ 3，华尔街上的量化基金（指明文艺复兴），根本就不看基本面来买卖，凭什么他们不看基本面就可以不受到指责，而散户不看基本面就要被指责？ 4，从特斯拉股价的历史来看，所有的对冲基金都错，所有的散户都对，凭什么对冲基金就一定要比散户对？ 5，对冲基金只开放给大户投资而不开放给散户，现在散户赚钱了就不满了要限制散户，凭什么？ Chamath也说得很清楚，市场中性原则（market neutral）基金靠着$10亿的本金，就能得到券商$100亿的杠杆，这些都是散户没有的优势。华尔街就靠着秘密，靠着好的晚餐，靠着相互之间勾肩搭背，来垄断投资市场。而论坛的讨论很透明，这些都是华尔街应该学习的东西。不剧透了，大家自己看吧。 对话很精彩，中间Palihapitiya的观点把主持人问到闭麦三秒，我还以为网卡了[吃瓜] 个人认为是历史留名的经典采访，安利大家一定要看！[哟哟]$游戏驿站(GME)$ 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[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394083976","repostId":"392406407","repostType":1,"repost":{"id":392406407,"gmtCreate":1607500659101,"gmtModify":1703848259993,"author":{"id":"3499642540046495","authorId":"3499642540046495","name":"房东经济学","avatar":"https://static.tigerbbs.com/edfaddbb1342d4bbb2d3ec62de517927","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499642540046495","authorIdStr":"3499642540046495"},"themes":[],"title":"今年最火的一位女股神","htmlText":"本文来自公众号：房东看世界今天我们聊聊一位最近很火的女股神，她的名字叫Catherine Wood，她是ARK Invest的CEO和基金经理人。如果要问今年美国市场上谁最风光，那肯定有她和她公司ARK的份，Wood现在已经成为无数投资者眼中的女神。Catherine Wood为什么她能火？我们看一下她管理的产品表现就知道了。ARKK vs 纳斯达克100 vs 标普500 2014年底至今各自累计涨幅上面这张图中紫色线为她管理的一只规模最大的ARKK与纳斯达克100（黑色线）以及标普500（黑色）的对比，从2014下半年登场至今，ARKK累计上涨了接近500%，碾压基准标普500，甚至也让作为科技指数之王的纳斯达克100相形见绌。ARKK连续三年都跑赢了基准，并且和其他ARK旗下的四个主动基金一同在今年迎来了大爆发。有人把她说成是“女版巴菲特”，但她的风格和巴菲特完全不一样，巴菲特喜欢投资现金流稳定的成熟公司、而且更倾向于传统行业，对科技股涉猎相对较少；Wood专做科技股，而且都是在足够早的时间就瞄准那些有潜力的科技公司。在她的投资理念中，最重要的一个关键词就是创新。Wood出生于1956年，换句话说她现在已经是个64岁的大妈了，但是她对于创新和新经济的理解远超绝大多数后辈，她抓住了特斯拉、Square、Zoom甚至是比特币的机会。除了天赋以外，和她的个人经历也分不开。她毕业于南加州大学金融经济学专业，1977年开始在Capital Research公司任助理经济师，之后她在1980年转职Jennison Associates任首席经济师。1998年她合伙成立对冲基金Tupelo Capital并任投资组合经理主理该基金的宏观战略。2001年，她转到联博资产管理任投资长，负责管理基金达50亿美元的投资组合。2013年，她从联博辞职创业，于2014年1月成立ARK Inve","listText":"本文来自公众号：房东看世界今天我们聊聊一位最近很火的女股神，她的名字叫Catherine Wood，她是ARK Invest的CEO和基金经理人。如果要问今年美国市场上谁最风光，那肯定有她和她公司ARK的份，Wood现在已经成为无数投资者眼中的女神。Catherine Wood为什么她能火？我们看一下她管理的产品表现就知道了。ARKK vs 纳斯达克100 vs 标普500 2014年底至今各自累计涨幅上面这张图中紫色线为她管理的一只规模最大的ARKK与纳斯达克100（黑色线）以及标普500（黑色）的对比，从2014下半年登场至今，ARKK累计上涨了接近500%，碾压基准标普500，甚至也让作为科技指数之王的纳斯达克100相形见绌。ARKK连续三年都跑赢了基准，并且和其他ARK旗下的四个主动基金一同在今年迎来了大爆发。有人把她说成是“女版巴菲特”，但她的风格和巴菲特完全不一样，巴菲特喜欢投资现金流稳定的成熟公司、而且更倾向于传统行业，对科技股涉猎相对较少；Wood专做科技股，而且都是在足够早的时间就瞄准那些有潜力的科技公司。在她的投资理念中，最重要的一个关键词就是创新。Wood出生于1956年，换句话说她现在已经是个64岁的大妈了，但是她对于创新和新经济的理解远超绝大多数后辈，她抓住了特斯拉、Square、Zoom甚至是比特币的机会。除了天赋以外，和她的个人经历也分不开。她毕业于南加州大学金融经济学专业，1977年开始在Capital Research公司任助理经济师，之后她在1980年转职Jennison Associates任首席经济师。1998年她合伙成立对冲基金Tupelo Capital并任投资组合经理主理该基金的宏观战略。2001年，她转到联博资产管理任投资长，负责管理基金达50亿美元的投资组合。2013年，她从联博辞职创业，于2014年1月成立ARK Inve","text":"本文来自公众号：房东看世界今天我们聊聊一位最近很火的女股神，她的名字叫Catherine Wood，她是ARK Invest的CEO和基金经理人。如果要问今年美国市场上谁最风光，那肯定有她和她公司ARK的份，Wood现在已经成为无数投资者眼中的女神。Catherine Wood为什么她能火？我们看一下她管理的产品表现就知道了。ARKK vs 纳斯达克100 vs 标普500 2014年底至今各自累计涨幅上面这张图中紫色线为她管理的一只规模最大的ARKK与纳斯达克100（黑色线）以及标普500（黑色）的对比，从2014下半年登场至今，ARKK累计上涨了接近500%，碾压基准标普500，甚至也让作为科技指数之王的纳斯达克100相形见绌。ARKK连续三年都跑赢了基准，并且和其他ARK旗下的四个主动基金一同在今年迎来了大爆发。有人把她说成是“女版巴菲特”，但她的风格和巴菲特完全不一样，巴菲特喜欢投资现金流稳定的成熟公司、而且更倾向于传统行业，对科技股涉猎相对较少；Wood专做科技股，而且都是在足够早的时间就瞄准那些有潜力的科技公司。在她的投资理念中，最重要的一个关键词就是创新。Wood出生于1956年，换句话说她现在已经是个64岁的大妈了，但是她对于创新和新经济的理解远超绝大多数后辈，她抓住了特斯拉、Square、Zoom甚至是比特币的机会。除了天赋以外，和她的个人经历也分不开。她毕业于南加州大学金融经济学专业，1977年开始在Capital Research公司任助理经济师，之后她在1980年转职Jennison Associates任首席经济师。1998年她合伙成立对冲基金Tupelo Capital并任投资组合经理主理该基金的宏观战略。2001年，她转到联博资产管理任投资长，负责管理基金达50亿美元的投资组合。2013年，她从联博辞职创业，于2014年1月成立ARK 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做市商1.2出来了，很垃圾","listText":"$伟鸿集团控股(03321)$ 做市商1.2出来了，很垃圾","text":"$伟鸿集团控股(03321)$ 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本周的IPO将由图片分享与搜索网站Pinterest Inc (NYSE:PINS)引领。Pinterest已表示计划提供7500万股股票，每股价格为15至17美元。该价格范围意味着Pinterest估值为110亿美元，低于2017年上一轮私募融资时123亿美元的估值。$Pinterest, Inc.(PINS)$ D.A. Davidson分析师Tom Forte周一便给予了Pinterest“中性”评级和16.50美元的目标价。该公司“向消费者提供了一个基于图片的发现平台，为商品和广告商提供了一个庞大且不断增长的、有着购买意愿的全球消费者群体，”Forte写道。他认为这将能为Pinterest带来长期的收入和利润增长。 视频会议解决方案提供商Zoom Video Communications Inc (NASDAQ:ZM)则预计成为本周第二大IPO。Zoom将出售2090万股股票，每股价格为28至32美元，并将在纳斯达克交易，股票代码为“ZM”。$Zoom(ZM)$ Renaissance Capital的负责人史密斯（Kathleen Smith）表示，Zoom正以100%的速度增长，目前已经盈利，而且业务模式易于投资人理解。“这是一个很好的商业模式，人们显然喜欢这种产品，”她说。 Zoom最近一个财年的每股调整后收益为3美分，营收为3.305亿美元，大约是前一年同期1.515亿美元的两倍。 电子烟及大麻器具供应商格林兰控股（Greenlane Holdings Inc (NASDAQ:GNLN)）计划提供530万股股票，每股价格为14至16美元。该股将在纳斯达克交易所交易，股票代码为“GNLN”。 专业保险公司Palomar Holdings Inc (NASDAQ:PLM","listText":"本周，美股公开市场将迎来今年迄今最密集的IPO，预计将有8家公司上市，共筹集25亿美元资金。 本周的IPO将由图片分享与搜索网站Pinterest Inc (NYSE:PINS)引领。Pinterest已表示计划提供7500万股股票，每股价格为15至17美元。该价格范围意味着Pinterest估值为110亿美元，低于2017年上一轮私募融资时123亿美元的估值。$Pinterest, Inc.(PINS)$ D.A. Davidson分析师Tom Forte周一便给予了Pinterest“中性”评级和16.50美元的目标价。该公司“向消费者提供了一个基于图片的发现平台，为商品和广告商提供了一个庞大且不断增长的、有着购买意愿的全球消费者群体，”Forte写道。他认为这将能为Pinterest带来长期的收入和利润增长。 视频会议解决方案提供商Zoom Video Communications Inc (NASDAQ:ZM)则预计成为本周第二大IPO。Zoom将出售2090万股股票，每股价格为28至32美元，并将在纳斯达克交易，股票代码为“ZM”。$Zoom(ZM)$ Renaissance Capital的负责人史密斯（Kathleen Smith）表示，Zoom正以100%的速度增长，目前已经盈利，而且业务模式易于投资人理解。“这是一个很好的商业模式，人们显然喜欢这种产品，”她说。 Zoom最近一个财年的每股调整后收益为3美分，营收为3.305亿美元，大约是前一年同期1.515亿美元的两倍。 电子烟及大麻器具供应商格林兰控股（Greenlane Holdings Inc (NASDAQ:GNLN)）计划提供530万股股票，每股价格为14至16美元。该股将在纳斯达克交易所交易，股票代码为“GNLN”。 专业保险公司Palomar Holdings Inc (NASDAQ:PLM","text":"本周，美股公开市场将迎来今年迄今最密集的IPO，预计将有8家公司上市，共筹集25亿美元资金。 本周的IPO将由图片分享与搜索网站Pinterest Inc (NYSE:PINS)引领。Pinterest已表示计划提供7500万股股票，每股价格为15至17美元。该价格范围意味着Pinterest估值为110亿美元，低于2017年上一轮私募融资时123亿美元的估值。$Pinterest, Inc.(PINS)$ D.A. Davidson分析师Tom Forte周一便给予了Pinterest“中性”评级和16.50美元的目标价。该公司“向消费者提供了一个基于图片的发现平台，为商品和广告商提供了一个庞大且不断增长的、有着购买意愿的全球消费者群体，”Forte写道。他认为这将能为Pinterest带来长期的收入和利润增长。 视频会议解决方案提供商Zoom Video Communications Inc (NASDAQ:ZM)则预计成为本周第二大IPO。Zoom将出售2090万股股票，每股价格为28至32美元，并将在纳斯达克交易，股票代码为“ZM”。$Zoom(ZM)$ Renaissance Capital的负责人史密斯（Kathleen Smith）表示，Zoom正以100%的速度增长，目前已经盈利，而且业务模式易于投资人理解。“这是一个很好的商业模式，人们显然喜欢这种产品，”她说。 Zoom最近一个财年的每股调整后收益为3美分，营收为3.305亿美元，大约是前一年同期1.515亿美元的两倍。 电子烟及大麻器具供应商格林兰控股（Greenlane Holdings Inc (NASDAQ:GNLN)）计划提供530万股股票，每股价格为14至16美元。该股将在纳斯达克交易所交易，股票代码为“GNLN”。 专业保险公司Palomar Holdings Inc (NASDAQ:PLM","images":[{"img":"https://static.tigerbbs.com/b5b1c310a46900b6e54795174550bc28"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470881","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377035,"gmtCreate":1547218760965,"gmtModify":1704786584848,"author":{"id":"12567734820550","authorId":"12567734820550","name":"海流图的资本家","avatar":"https://static.tigerbbs.com/7e90635ce211fb21070cd1f6ef4e4f20","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"12567734820550","authorIdStr":"12567734820550"},"themes":[],"htmlText":"$Canopy Growth Corporation(CGC)$cool","listText":"$Canopy Growth Corporation(CGC)$cool","text":"$Canopy Growth Corporation(CGC)$cool","images":[{"img":"https://static.tigerbbs.com/459ff1366cd27ca347d1feaa6d03d11e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377035","isVote":1,"tweetType":1,"viewCount":2549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":160188,"gmtCreate":1518658091122,"gmtModify":1704889398359,"author":{"id":"12567734820550","authorId":"12567734820550","name":"海流图的资本家","avatar":"https://static.tigerbbs.com/7e90635ce211fb21070cd1f6ef4e4f20","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"12567734820550","authorIdStr":"12567734820550"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160188","repostId":"25308","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}