+关注
老油条的原则
暂无个人介绍
IP属地:广东
11
关注
6
粉丝
0
主题
0
勋章
主贴
热门
老油条的原则
01-05
$诺亚财富(NOAH)$
在财富管理之外,打造一根刻有艺术基因的纽带串联起诺亚和客户,客户和时间,成为传承于时间长河中的精神财富。
老油条的原则
01-03
$优必选(09880)$
今天资金流入还是可以的,买单主动买入的越来越多,收盘再收上去点
老油条的原则
2023-12-29
$优必选(09880)$
看盘面90附近的买单支撑力很强,基本今天稳了,后面的股价值得期待啊
老油条的原则
2023-09-21
$易大宗(01733)$
大宗今天还算强硬,基本没什么卖单砸下来,大盘跌
$恒生指数(HSI)$
的厉害!
老油条的原则
2023-09-13
$易大宗(01733)$
现在这个股价还没有到达前段时间公司回购的成本价,还有很大向上的空间
老油条的原则
2023-09-04
$易大宗(01733)$
易大宗在进口焦煤市场所占据的领先地位以及对蒙供应链物流服务的业务布局,使得中期财报业绩暴增
老油条的原则
2023-08-28
$易大宗(01733)$
大盘全面上涨
$恒生指数(HSI)$
,今天得涨幅还在不断的扩大,易大宗的强力反弹也在今天了
老油条的原则
2023-08-28
这篇文章不错,转发给大家看看
@不二说价值:📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。 $英伟达(NVDA)$ $苹果(AAPL)$ $Snowflake(SNOW)$ $特斯拉(TSLA)$ $台积电(TSM)$ @爱发红包的虎妞
老油条的原则
2023-08-28
这篇文章不错,转发给大家看看
@谋定后动:【美股周记】2023年第34周——宁为鸡口,不为牛后
老油条的原则
2023-08-28
这篇文章不错,转发给大家看看
@半导体Bot:泰瑞达:全球顶尖自动测试设备供应商
老油条的原则
2023-08-16
$易大宗(01733)$
这两天中银一直在买,在这个股价附近抄底了很多筹码!现在价格比公司当初回购的要低的多了
老油条的原则
2023-07-24
$易大宗(01733)$
今天大盘跌的厉害,很多股票都被带崩了!但对于易大宗来说今天是个好机会,现在这个股价没有再下跌空间了
老油条的原则
2023-07-21
$易大宗(01733)$
易大宗再次发力,今天得量也起来了,下周股价有可能上1.5价位
老油条的原则
2023-07-19
$易大宗(01733)$
有大资金疯狂的在进货!成交量暴增,股价现在确立了上涨的趋势了
老油条的原则
2023-07-19
这篇文章不错,转发给大家看看
@期权小班长:微软大涨,机构急了
老油条的原则
2023-07-19
这篇文章不错,转发给大家看看
@许亚鑫:对冲基金转为净空头:美元的下跌并没有结束,有何机会?
老油条的原则
2023-07-19
这篇文章不错,转发给大家看看
@Buy_Sell:🎁【7月19日】美股一路高歌,道指七连阳!今天买点啥?文末彩蛋大放送!
老油条的原则
2023-07-18
$易大宗(01733)$
今天买盘有几个外资行在挂盘,看着他们应该是要开始扫货了
老油条的原则
2023-07-18
这篇文章不错,转发给大家看看
@零售商业财经:朴朴超市“上市”之路为何一波三折?
老油条的原则
2023-07-18
这篇文章不错,转发给大家看看
@港股窝轮Jenny:了解港交所(0388)的窝轮市场:关键概念和指标
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"156361281180936","uuid":"156361281180936","gmtCreate":1607589937531,"gmtModify":1646408619245,"name":"老油条的原则","pinyin":"lytdyzlaoyoutiaodeyuanze","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":6,"headSize":11,"tweetSize":87,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":259740815257896,"gmtCreate":1704423421256,"gmtModify":1704423422537,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOAH\">$诺亚财富(NOAH)$ </a>在财富管理之外,打造一根刻有艺术基因的纽带串联起诺亚和客户,客户和时间,成为传承于时间长河中的精神财富。","listText":"<a href=\"https://laohu8.com/S/NOAH\">$诺亚财富(NOAH)$ </a>在财富管理之外,打造一根刻有艺术基因的纽带串联起诺亚和客户,客户和时间,成为传承于时间长河中的精神财富。","text":"$诺亚财富(NOAH)$ 在财富管理之外,打造一根刻有艺术基因的纽带串联起诺亚和客户,客户和时间,成为传承于时间长河中的精神财富。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259740815257896","isVote":1,"tweetType":1,"viewCount":1346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259019515826488,"gmtCreate":1704267286602,"gmtModify":1704267287761,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09880\">$优必选(09880)$ </a>今天资金流入还是可以的,买单主动买入的越来越多,收盘再收上去点","listText":"<a href=\"https://laohu8.com/S/09880\">$优必选(09880)$ </a>今天资金流入还是可以的,买单主动买入的越来越多,收盘再收上去点","text":"$优必选(09880)$ 今天资金流入还是可以的,买单主动买入的越来越多,收盘再收上去点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259019515826488","isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257161749590184,"gmtCreate":1703817124536,"gmtModify":1703818955906,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09880\">$优必选(09880)$ </a>看盘面90附近的买单支撑力很强,基本今天稳了,后面的股价值得期待啊","listText":"<a href=\"https://laohu8.com/S/09880\">$优必选(09880)$ </a>看盘面90附近的买单支撑力很强,基本今天稳了,后面的股价值得期待啊","text":"$优必选(09880)$ 看盘面90附近的买单支撑力很强,基本今天稳了,后面的股价值得期待啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/257161749590184","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222106498965520,"gmtCreate":1695273297861,"gmtModify":1695273298858,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>大宗今天还算强硬,基本没什么卖单砸下来,大盘跌<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a>的厉害!","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>大宗今天还算强硬,基本没什么卖单砸下来,大盘跌<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a>的厉害!","text":"$易大宗(01733)$ 大宗今天还算强硬,基本没什么卖单砸下来,大盘跌$恒生指数(HSI)$ 的厉害!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222106498965520","isVote":1,"tweetType":1,"viewCount":1401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219305404899408,"gmtCreate":1694578976198,"gmtModify":1694578977225,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>现在这个股价还没有到达前段时间公司回购的成本价,还有很大向上的空间","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>现在这个股价还没有到达前段时间公司回购的成本价,还有很大向上的空间","text":"$易大宗(01733)$ 现在这个股价还没有到达前段时间公司回购的成本价,还有很大向上的空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219305404899408","isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216249058664512,"gmtCreate":1693803514689,"gmtModify":1693803515750,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>易大宗在进口焦煤市场所占据的领先地位以及对蒙供应链物流服务的业务布局,使得中期财报业绩暴增","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>易大宗在进口焦煤市场所占据的领先地位以及对蒙供应链物流服务的业务布局,使得中期财报业绩暴增","text":"$易大宗(01733)$ 易大宗在进口焦煤市场所占据的领先地位以及对蒙供应链物流服务的业务布局,使得中期财报业绩暴增","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216249058664512","isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213596222844992,"gmtCreate":1693187229799,"gmtModify":1693187230844,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>大盘全面上涨<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a>,今天得涨幅还在不断的扩大,易大宗的强力反弹也在今天了","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>大盘全面上涨<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a>,今天得涨幅还在不断的扩大,易大宗的强力反弹也在今天了","text":"$易大宗(01733)$ 大盘全面上涨$恒生指数(HSI)$ ,今天得涨幅还在不断的扩大,易大宗的强力反弹也在今天了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/213596222844992","isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213595973091512,"gmtCreate":1693187169399,"gmtModify":1693187170755,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"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/213595973091512","repostId":"212917065789560","repostType":1,"repost":{"id":212917065789560,"gmtCreate":1693021416216,"gmtModify":1693025411550,"author":{"id":"3545995761422355","authorId":"3545995761422355","name":"不二说价值","avatar":"https://static.tigerbbs.com/56fa489972246881ba23cfecebfd4c45","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545995761422355","authorIdStr":"3545995761422355"},"themes":[],"title":"英伟达财报并不像吹的那样完美,而真正的亮点却没人告诉你!","htmlText":"\n \n \n 📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>\n \n","listText":"📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>","text":"📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。 $英伟达(NVDA)$ $苹果(AAPL)$ $Snowflake(SNOW)$ $特斯拉(TSLA)$ $台积电(TSM)$ @爱发红包的虎妞","images":[{"img":"https://static.tigerbbs.com/952de6c15c5cf680ee164daf94542b6b"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212917065789560","isVote":1,"tweetType":2,"object":{"id":"9c9da12cb196450f9086050aafcffd75","tweetId":"212917065789560","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/d2d34df25576678020421982786/v.f30.mp4","poster":"https://static.tigerbbs.com/952de6c15c5cf680ee164daf94542b6b"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213791396659352,"gmtCreate":1693187165065,"gmtModify":1693187166487,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"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/213791396659352","repostId":"213009940230328","repostType":1,"repost":{"id":213009940230328,"gmtCreate":1693044094971,"gmtModify":1693047068030,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"themes":[],"title":"【美股周记】2023年第34周——宁为鸡口,不为牛后","htmlText":"【本期导读】 我选择股票的一个原则是宁为鸡口不为牛后,只考虑行业里的第一名,亚军都不大会感兴趣。碗里有了特斯拉,就不会去看锅里的比亚迪或者NIO;相中了微软,就不去碰Adobe或者甲骨文;买了星展银行DBS,就不看大华银行UOB;茅台的价格再高,我也不会去选择五粮液或者国窖。 这么选的原因有三个:1)这是一个赢者通吃的世界,头部企业往往垄断了行业的大部分利润;2)我们散户的注意力非常有限,一心难以多用,不要有“既要又要还要”的翻牌子思维;3)头部企业在媒体的曝光度高,散户容易获得及时的信息。因此第一名其实是最安全的选择。 当然,萝卜青菜各有所爱,花入各人眼。在选股过程中,每个人都有自己独特的思路,各有其长处,没有一定的对错之分。与其关注于应该选择哪些股票,或许更有意义的是澄清哪些股票可能存在风险,这或许对广大投资者更具有普遍的参考价值。 这些雷不要踩:1)无法通过有限时间的学习去理解公司核心竞争力和业务风险的股票,比如航天航空行业生物制药类的公司,承认自己的能力圈是有限的;2)公司对未来3-5年的预期都无法实现净利润(GAAP利润为负数),靠借货不断融资生存的公司;3)对内部员工过于慷慨,付出了过多SBC (Share-Based Compensation)的公司,典型的例子是PLTR。4)长期高负债(高杠杆)的公司,尤其在现在高利率的大背景下,这类公司极其危险,比如恒大和碧桂园;5)市值低于100亿美元的公司,盘子太小容易被人操控,很多MEME股就是典型的例子,比如AMC。 上个星期三英伟达出色的财报进一步巩固了以人工智能科技创新为主导的美国经济基础,但是星期五美联储主席鲍威尔在杰克逊霍尔央行年会上的讲话提到了风险应验的话,未来再加息25个基点的可能性是有的,市场还没有Priced In这个可能性,现在CME上也就是认为今年11月份可能会再加息一次,之后利率就会下降。倘若","listText":"【本期导读】 我选择股票的一个原则是宁为鸡口不为牛后,只考虑行业里的第一名,亚军都不大会感兴趣。碗里有了特斯拉,就不会去看锅里的比亚迪或者NIO;相中了微软,就不去碰Adobe或者甲骨文;买了星展银行DBS,就不看大华银行UOB;茅台的价格再高,我也不会去选择五粮液或者国窖。 这么选的原因有三个:1)这是一个赢者通吃的世界,头部企业往往垄断了行业的大部分利润;2)我们散户的注意力非常有限,一心难以多用,不要有“既要又要还要”的翻牌子思维;3)头部企业在媒体的曝光度高,散户容易获得及时的信息。因此第一名其实是最安全的选择。 当然,萝卜青菜各有所爱,花入各人眼。在选股过程中,每个人都有自己独特的思路,各有其长处,没有一定的对错之分。与其关注于应该选择哪些股票,或许更有意义的是澄清哪些股票可能存在风险,这或许对广大投资者更具有普遍的参考价值。 这些雷不要踩:1)无法通过有限时间的学习去理解公司核心竞争力和业务风险的股票,比如航天航空行业生物制药类的公司,承认自己的能力圈是有限的;2)公司对未来3-5年的预期都无法实现净利润(GAAP利润为负数),靠借货不断融资生存的公司;3)对内部员工过于慷慨,付出了过多SBC (Share-Based Compensation)的公司,典型的例子是PLTR。4)长期高负债(高杠杆)的公司,尤其在现在高利率的大背景下,这类公司极其危险,比如恒大和碧桂园;5)市值低于100亿美元的公司,盘子太小容易被人操控,很多MEME股就是典型的例子,比如AMC。 上个星期三英伟达出色的财报进一步巩固了以人工智能科技创新为主导的美国经济基础,但是星期五美联储主席鲍威尔在杰克逊霍尔央行年会上的讲话提到了风险应验的话,未来再加息25个基点的可能性是有的,市场还没有Priced In这个可能性,现在CME上也就是认为今年11月份可能会再加息一次,之后利率就会下降。倘若","text":"【本期导读】 我选择股票的一个原则是宁为鸡口不为牛后,只考虑行业里的第一名,亚军都不大会感兴趣。碗里有了特斯拉,就不会去看锅里的比亚迪或者NIO;相中了微软,就不去碰Adobe或者甲骨文;买了星展银行DBS,就不看大华银行UOB;茅台的价格再高,我也不会去选择五粮液或者国窖。 这么选的原因有三个:1)这是一个赢者通吃的世界,头部企业往往垄断了行业的大部分利润;2)我们散户的注意力非常有限,一心难以多用,不要有“既要又要还要”的翻牌子思维;3)头部企业在媒体的曝光度高,散户容易获得及时的信息。因此第一名其实是最安全的选择。 当然,萝卜青菜各有所爱,花入各人眼。在选股过程中,每个人都有自己独特的思路,各有其长处,没有一定的对错之分。与其关注于应该选择哪些股票,或许更有意义的是澄清哪些股票可能存在风险,这或许对广大投资者更具有普遍的参考价值。 这些雷不要踩:1)无法通过有限时间的学习去理解公司核心竞争力和业务风险的股票,比如航天航空行业生物制药类的公司,承认自己的能力圈是有限的;2)公司对未来3-5年的预期都无法实现净利润(GAAP利润为负数),靠借货不断融资生存的公司;3)对内部员工过于慷慨,付出了过多SBC (Share-Based Compensation)的公司,典型的例子是PLTR。4)长期高负债(高杠杆)的公司,尤其在现在高利率的大背景下,这类公司极其危险,比如恒大和碧桂园;5)市值低于100亿美元的公司,盘子太小容易被人操控,很多MEME股就是典型的例子,比如AMC。 上个星期三英伟达出色的财报进一步巩固了以人工智能科技创新为主导的美国经济基础,但是星期五美联储主席鲍威尔在杰克逊霍尔央行年会上的讲话提到了风险应验的话,未来再加息25个基点的可能性是有的,市场还没有Priced In这个可能性,现在CME上也就是认为今年11月份可能会再加息一次,之后利率就会下降。倘若","images":[{"img":"https://static.tigerbbs.com/e71b23994520ce8c07681390f1925e96","width":"1071","height":"796"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/213009940230328","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213595893289136,"gmtCreate":1693187149466,"gmtModify":1693187150905,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"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/213595893289136","repostId":"213339043082288","repostType":1,"repost":{"id":213339043082288,"gmtCreate":1693117037658,"gmtModify":1693117336027,"author":{"id":"10000000000010366","authorId":"10000000000010366","name":"半导体Bot","avatar":"https://static.tigerbbs.com/8d0e9f632cb989ffc1282913c1284971","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010366","authorIdStr":"10000000000010366"},"themes":[],"title":"泰瑞达:全球顶尖自动测试设备供应商","htmlText":"公司简介01 泰瑞达简述Teradyne,Inc.(美股代码: <a href=\"https://laohu8.com/S/TER\">$泰瑞达(TER)$</a> )(中文名称:泰瑞达)成立于1960年,位于马萨诸塞州。是测试和工业应用自动化设备的全球领先供应商。TER设计,开发,制造和销售用于测试许多行业的半导体,无线产品,数据存储和复杂电子系统的自动测试系统,其中包括消费电子,无线,汽车,工业,计算机,通信以及航空航天和国防工业。TER的工业自动化产品包括协作机器人手臂,自主移动机器人和先进的机器人控制软件,全球制造,物流和轻工业客户都在使用这些自动化软件来提高质量,提高制造和物料搬运效率并降低制造和物流成本。02 主要产品公司重要动向01 重大事项2022年4月21日 — 泰瑞达宣布,向中国领先的微控制器(MCU)和安全类芯片制造商国民技术股份有限公司交付第7000台行业领先J750半导体测试平台。泰瑞达的J750系列是用于汽车和消费应用的领先MCU器件测试解决方案,在图像传感器测试领域也处于世界领先地位。汽车半导体供应商依赖J750提供的可重复且可靠的器件测试结果,且利用泰瑞达的广受好评的IG-XL™软件平台,帮助验证对汽车市场至关重要的测试程序 。J750测试平台是半导体制造商追求零缺陷和多工位测试的黄金标准。此外,IG-XL软件平台对于快速程序开发也发挥着至关重要的作用。该平台可自动扩展以支持多工位测试,节省大量开发时间和成本,与其他ATE软件系统相比,可将多工位测试程序开发速度提高 30%。2022年11月15日 — 泰瑞达董事会宣布,任命Gregory Smith接替Mark E. Jagiela担任首席执行官,自2023年2月1日起正式生效。Gregory Smith届时亦将加入董事会。Gregory Smith现担任泰瑞达总裁,至今已在公司任职16年。他","listText":"公司简介01 泰瑞达简述Teradyne,Inc.(美股代码: <a href=\"https://laohu8.com/S/TER\">$泰瑞达(TER)$</a> )(中文名称:泰瑞达)成立于1960年,位于马萨诸塞州。是测试和工业应用自动化设备的全球领先供应商。TER设计,开发,制造和销售用于测试许多行业的半导体,无线产品,数据存储和复杂电子系统的自动测试系统,其中包括消费电子,无线,汽车,工业,计算机,通信以及航空航天和国防工业。TER的工业自动化产品包括协作机器人手臂,自主移动机器人和先进的机器人控制软件,全球制造,物流和轻工业客户都在使用这些自动化软件来提高质量,提高制造和物料搬运效率并降低制造和物流成本。02 主要产品公司重要动向01 重大事项2022年4月21日 — 泰瑞达宣布,向中国领先的微控制器(MCU)和安全类芯片制造商国民技术股份有限公司交付第7000台行业领先J750半导体测试平台。泰瑞达的J750系列是用于汽车和消费应用的领先MCU器件测试解决方案,在图像传感器测试领域也处于世界领先地位。汽车半导体供应商依赖J750提供的可重复且可靠的器件测试结果,且利用泰瑞达的广受好评的IG-XL™软件平台,帮助验证对汽车市场至关重要的测试程序 。J750测试平台是半导体制造商追求零缺陷和多工位测试的黄金标准。此外,IG-XL软件平台对于快速程序开发也发挥着至关重要的作用。该平台可自动扩展以支持多工位测试,节省大量开发时间和成本,与其他ATE软件系统相比,可将多工位测试程序开发速度提高 30%。2022年11月15日 — 泰瑞达董事会宣布,任命Gregory Smith接替Mark E. Jagiela担任首席执行官,自2023年2月1日起正式生效。Gregory Smith届时亦将加入董事会。Gregory Smith现担任泰瑞达总裁,至今已在公司任职16年。他","text":"公司简介01 泰瑞达简述Teradyne,Inc.(美股代码: $泰瑞达(TER)$ )(中文名称:泰瑞达)成立于1960年,位于马萨诸塞州。是测试和工业应用自动化设备的全球领先供应商。TER设计,开发,制造和销售用于测试许多行业的半导体,无线产品,数据存储和复杂电子系统的自动测试系统,其中包括消费电子,无线,汽车,工业,计算机,通信以及航空航天和国防工业。TER的工业自动化产品包括协作机器人手臂,自主移动机器人和先进的机器人控制软件,全球制造,物流和轻工业客户都在使用这些自动化软件来提高质量,提高制造和物料搬运效率并降低制造和物流成本。02 主要产品公司重要动向01 重大事项2022年4月21日 — 泰瑞达宣布,向中国领先的微控制器(MCU)和安全类芯片制造商国民技术股份有限公司交付第7000台行业领先J750半导体测试平台。泰瑞达的J750系列是用于汽车和消费应用的领先MCU器件测试解决方案,在图像传感器测试领域也处于世界领先地位。汽车半导体供应商依赖J750提供的可重复且可靠的器件测试结果,且利用泰瑞达的广受好评的IG-XL™软件平台,帮助验证对汽车市场至关重要的测试程序 。J750测试平台是半导体制造商追求零缺陷和多工位测试的黄金标准。此外,IG-XL软件平台对于快速程序开发也发挥着至关重要的作用。该平台可自动扩展以支持多工位测试,节省大量开发时间和成本,与其他ATE软件系统相比,可将多工位测试程序开发速度提高 30%。2022年11月15日 — 泰瑞达董事会宣布,任命Gregory Smith接替Mark E. Jagiela担任首席执行官,自2023年2月1日起正式生效。Gregory Smith届时亦将加入董事会。Gregory Smith现担任泰瑞达总裁,至今已在公司任职16年。他","images":[{"img":"https://static.tigerbbs.com/56a9646c18f8159c6d84596ebb7f2898","width":"743","height":"466"},{"img":"https://static.tigerbbs.com/eba26f02edc55e212da8174099e34887","width":"1303","height":"596"},{"img":"https://static.tigerbbs.com/cca207123d212a55bd1a00ed71517308","width":"1163","height":"664"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/213339043082288","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209376936886304,"gmtCreate":1692153047938,"gmtModify":1692153048922,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>这两天中银一直在买,在这个股价附近抄底了很多筹码!现在价格比公司当初回购的要低的多了","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>这两天中银一直在买,在这个股价附近抄底了很多筹码!现在价格比公司当初回购的要低的多了","text":"$易大宗(01733)$ 这两天中银一直在买,在这个股价附近抄底了很多筹码!现在价格比公司当初回购的要低的多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209376936886304","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201335446093944,"gmtCreate":1690178911851,"gmtModify":1690178913693,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>今天大盘跌的厉害,很多股票都被带崩了!但对于易大宗来说今天是个好机会,现在这个股价没有再下跌空间了","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>今天大盘跌的厉害,很多股票都被带崩了!但对于易大宗来说今天是个好机会,现在这个股价没有再下跌空间了","text":"$易大宗(01733)$ 今天大盘跌的厉害,很多股票都被带崩了!但对于易大宗来说今天是个好机会,现在这个股价没有再下跌空间了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201335446093944","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200268064743568,"gmtCreate":1689925638723,"gmtModify":1689925639817,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>易大宗再次发力,今天得量也起来了,下周股价有可能上1.5价位","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>易大宗再次发力,今天得量也起来了,下周股价有可能上1.5价位","text":"$易大宗(01733)$ 易大宗再次发力,今天得量也起来了,下周股价有可能上1.5价位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/200268064743568","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199524851404832,"gmtCreate":1689735842501,"gmtModify":1689735843505,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>有大资金疯狂的在进货!成交量暴增,股价现在确立了上涨的趋势了","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>有大资金疯狂的在进货!成交量暴增,股价现在确立了上涨的趋势了","text":"$易大宗(01733)$ 有大资金疯狂的在进货!成交量暴增,股价现在确立了上涨的趋势了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199524851404832","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199524556800008,"gmtCreate":1689735766840,"gmtModify":1689735768015,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"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/199524556800008","repostId":"199369924403384","repostType":1,"repost":{"id":199369924403384,"gmtCreate":1689699364153,"gmtModify":1689699375820,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"微软大涨,机构急了","htmlText":"好几天没更文章了,不是别的,感觉没太大必要。毕竟<a href=\"https://laohu8.com/TW/197208173895864\" target=\"_blank\">一向稳重的微软都出现近期call大单</a>了,市场怎么可能情绪不好。当然令人绷不住的是,经评论区提醒,大单交易者上已于上周五(7月14日)平仓,且没有roll仓,所以今天上涨这块最肥的肉他并没有吃到,令人唏嘘。也说明这哥们的交易驱动因素很单纯,就是指数权重调整,所以调整之前就跑路了。其实技术革命就是这么回事,随着时间不断推进会不停的爆出利好消息,把票拿稳比什么都重要。上个月美国银行的分析师唱空Ai,说ChatGPT访问量环比率6月可能跌成负数,AI板块要熄火了。我好几个潜水群里的人看了此消息纷纷阵脚大乱。别人咱管不了,反正经常看我帖子的朋友应该马上想到做一件事:查期权大单。资金都外流了,那没有买看跌期权的,肯定也得有卖看涨期权的吧?都没有,这种分析师的话就纯当放屁。微软宣布AI工具Office 365 Copilot的定价,将向企业收取每个用户30美元/月的服务费用。企业级,每个员工,每个月,这是何等的丰厚的现金流!简单查了一下历史大单,目前没发现明显布局这次大涨的,看来微软保密措施做的还挺好?消息公布后短期从大单来看短期目标价直指395,长期425:<a href=\"https://laohu8.com/OPT/MSFT%2020230818%20395.0%20CALL\">$MSFT 20230818 395.0 CALL$</a> <a href=\"https://laohu8.com/OPT/MSFT%2020240119%20425.0%20CALL\">$MSFT 20240119 425.0 CALL$</a> 不知道明天会不会有更夸张的定价,好日子还在后面。","listText":"好几天没更文章了,不是别的,感觉没太大必要。毕竟<a href=\"https://laohu8.com/TW/197208173895864\" target=\"_blank\">一向稳重的微软都出现近期call大单</a>了,市场怎么可能情绪不好。当然令人绷不住的是,经评论区提醒,大单交易者上已于上周五(7月14日)平仓,且没有roll仓,所以今天上涨这块最肥的肉他并没有吃到,令人唏嘘。也说明这哥们的交易驱动因素很单纯,就是指数权重调整,所以调整之前就跑路了。其实技术革命就是这么回事,随着时间不断推进会不停的爆出利好消息,把票拿稳比什么都重要。上个月美国银行的分析师唱空Ai,说ChatGPT访问量环比率6月可能跌成负数,AI板块要熄火了。我好几个潜水群里的人看了此消息纷纷阵脚大乱。别人咱管不了,反正经常看我帖子的朋友应该马上想到做一件事:查期权大单。资金都外流了,那没有买看跌期权的,肯定也得有卖看涨期权的吧?都没有,这种分析师的话就纯当放屁。微软宣布AI工具Office 365 Copilot的定价,将向企业收取每个用户30美元/月的服务费用。企业级,每个员工,每个月,这是何等的丰厚的现金流!简单查了一下历史大单,目前没发现明显布局这次大涨的,看来微软保密措施做的还挺好?消息公布后短期从大单来看短期目标价直指395,长期425:<a href=\"https://laohu8.com/OPT/MSFT%2020230818%20395.0%20CALL\">$MSFT 20230818 395.0 CALL$</a> <a href=\"https://laohu8.com/OPT/MSFT%2020240119%20425.0%20CALL\">$MSFT 20240119 425.0 CALL$</a> 不知道明天会不会有更夸张的定价,好日子还在后面。","text":"好几天没更文章了,不是别的,感觉没太大必要。毕竟一向稳重的微软都出现近期call大单了,市场怎么可能情绪不好。当然令人绷不住的是,经评论区提醒,大单交易者上已于上周五(7月14日)平仓,且没有roll仓,所以今天上涨这块最肥的肉他并没有吃到,令人唏嘘。也说明这哥们的交易驱动因素很单纯,就是指数权重调整,所以调整之前就跑路了。其实技术革命就是这么回事,随着时间不断推进会不停的爆出利好消息,把票拿稳比什么都重要。上个月美国银行的分析师唱空Ai,说ChatGPT访问量环比率6月可能跌成负数,AI板块要熄火了。我好几个潜水群里的人看了此消息纷纷阵脚大乱。别人咱管不了,反正经常看我帖子的朋友应该马上想到做一件事:查期权大单。资金都外流了,那没有买看跌期权的,肯定也得有卖看涨期权的吧?都没有,这种分析师的话就纯当放屁。微软宣布AI工具Office 365 Copilot的定价,将向企业收取每个用户30美元/月的服务费用。企业级,每个员工,每个月,这是何等的丰厚的现金流!简单查了一下历史大单,目前没发现明显布局这次大涨的,看来微软保密措施做的还挺好?消息公布后短期从大单来看短期目标价直指395,长期425:$MSFT 20230818 395.0 CALL$ $MSFT 20240119 425.0 CALL$ 不知道明天会不会有更夸张的定价,好日子还在后面。","images":[{"img":"https://static.tigerbbs.com/fa192a52a80d1caa12652d65ad76ab3f","width":"1170","height":"1932"},{"img":"https://static.tigerbbs.com/a52c698929adba7b58f04d7c1a1b7ee3","width":"863","height":"1270"},{"img":"https://static.tigerbbs.com/b8712be0f877a9ce2b6bc35a97ce177b","width":"1630","height":"856"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199369924403384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199607933817048,"gmtCreate":1689735761777,"gmtModify":1689735763427,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"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/199607933817048","repostId":"199001209479176","repostType":1,"repost":{"id":199001209479176,"gmtCreate":1689607996498,"gmtModify":1689836160897,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"对冲基金转为净空头:美元的下跌并没有结束,有何机会?","htmlText":"根据美国商品期货交易委员会(CFTC)的数据,对冲基金上周自3月份以来首次成为美元的净卖家,即市场已经开始用真金白银进行投票。这也是为何我在前文要提醒大家,大宗商品要从反弹的走势过渡到反转,并且促成大A反弹的主要因素之一,便是美元指数的破位。图片上周美元指数累计下跌2.24%,其中美元兑瑞典克朗、瑞士法郎和日元贬值最多。权重最高的欧元对美元指数贬值的贡献与其权重基本接近。欧洲方面,欧元/美元走高的原因,是两大央行之间的货币政策预期差,在前文提到的大鹰派离任之后,预计美联储内部会进一步鸽化,而欧洲央行处于对抗高通胀的预期,潜在的加息空间会大于美联储。图片日本方面,市场应该还是在对赌日本央行将会在本月调整收益率曲线控制政策(YCC),当然,此前许导和你们谈及的日经225指数与美元/日元的上涨正反馈机制,伴随着日元空头头寸的大规模平仓,正在演变为负反馈机制。许导认为,综上来看有三个方面的因素共同促成了这次美元指数的破位100。首先,非农就业数据不及预期,CPI与PPI数据增速放慢,令市场认为未来美联储加息的动力不足;其次,美元指数汇率处于相对高估状态;最后,欧洲央行未来潜在加息空间与动力较强,给美元指数带来下行压力。图片如上图美元指数周线所示,美元指数去年9月底114.78触及顶部之后,开启一波趋势下跌。从年初到上周,用了整整半年多的时间处于100-105区间震荡。伴随着上周美元指数击穿100,意味着这个震荡可以定义为“下跌中继”。从日线的角度来看,美元指数的变盘窗口位于7月19日。只不过,即便变盘成功出现技术性反抽,大概率也是上周破位之后,本周进行破位“确认”,未来一段时间会维持看空做空美元的观点,即,看多做多大宗商品和非美,当然也包括,大A。-END-<a target=\"_blank\" href=\"https://laohu8.com/FUT/NQmain\">NQ100指数</a>","listText":"根据美国商品期货交易委员会(CFTC)的数据,对冲基金上周自3月份以来首次成为美元的净卖家,即市场已经开始用真金白银进行投票。这也是为何我在前文要提醒大家,大宗商品要从反弹的走势过渡到反转,并且促成大A反弹的主要因素之一,便是美元指数的破位。图片上周美元指数累计下跌2.24%,其中美元兑瑞典克朗、瑞士法郎和日元贬值最多。权重最高的欧元对美元指数贬值的贡献与其权重基本接近。欧洲方面,欧元/美元走高的原因,是两大央行之间的货币政策预期差,在前文提到的大鹰派离任之后,预计美联储内部会进一步鸽化,而欧洲央行处于对抗高通胀的预期,潜在的加息空间会大于美联储。图片日本方面,市场应该还是在对赌日本央行将会在本月调整收益率曲线控制政策(YCC),当然,此前许导和你们谈及的日经225指数与美元/日元的上涨正反馈机制,伴随着日元空头头寸的大规模平仓,正在演变为负反馈机制。许导认为,综上来看有三个方面的因素共同促成了这次美元指数的破位100。首先,非农就业数据不及预期,CPI与PPI数据增速放慢,令市场认为未来美联储加息的动力不足;其次,美元指数汇率处于相对高估状态;最后,欧洲央行未来潜在加息空间与动力较强,给美元指数带来下行压力。图片如上图美元指数周线所示,美元指数去年9月底114.78触及顶部之后,开启一波趋势下跌。从年初到上周,用了整整半年多的时间处于100-105区间震荡。伴随着上周美元指数击穿100,意味着这个震荡可以定义为“下跌中继”。从日线的角度来看,美元指数的变盘窗口位于7月19日。只不过,即便变盘成功出现技术性反抽,大概率也是上周破位之后,本周进行破位“确认”,未来一段时间会维持看空做空美元的观点,即,看多做多大宗商品和非美,当然也包括,大A。-END-<a target=\"_blank\" href=\"https://laohu8.com/FUT/NQmain\">NQ100指数</a>","text":"根据美国商品期货交易委员会(CFTC)的数据,对冲基金上周自3月份以来首次成为美元的净卖家,即市场已经开始用真金白银进行投票。这也是为何我在前文要提醒大家,大宗商品要从反弹的走势过渡到反转,并且促成大A反弹的主要因素之一,便是美元指数的破位。图片上周美元指数累计下跌2.24%,其中美元兑瑞典克朗、瑞士法郎和日元贬值最多。权重最高的欧元对美元指数贬值的贡献与其权重基本接近。欧洲方面,欧元/美元走高的原因,是两大央行之间的货币政策预期差,在前文提到的大鹰派离任之后,预计美联储内部会进一步鸽化,而欧洲央行处于对抗高通胀的预期,潜在的加息空间会大于美联储。图片日本方面,市场应该还是在对赌日本央行将会在本月调整收益率曲线控制政策(YCC),当然,此前许导和你们谈及的日经225指数与美元/日元的上涨正反馈机制,伴随着日元空头头寸的大规模平仓,正在演变为负反馈机制。许导认为,综上来看有三个方面的因素共同促成了这次美元指数的破位100。首先,非农就业数据不及预期,CPI与PPI数据增速放慢,令市场认为未来美联储加息的动力不足;其次,美元指数汇率处于相对高估状态;最后,欧洲央行未来潜在加息空间与动力较强,给美元指数带来下行压力。图片如上图美元指数周线所示,美元指数去年9月底114.78触及顶部之后,开启一波趋势下跌。从年初到上周,用了整整半年多的时间处于100-105区间震荡。伴随着上周美元指数击穿100,意味着这个震荡可以定义为“下跌中继”。从日线的角度来看,美元指数的变盘窗口位于7月19日。只不过,即便变盘成功出现技术性反抽,大概率也是上周破位之后,本周进行破位“确认”,未来一段时间会维持看空做空美元的观点,即,看多做多大宗商品和非美,当然也包括,大A。-END-NQ100指数","images":[{"img":"https://static.tigerbbs.com/cbfa1f11fd40ae96e1535d8434ef9fb2","width":"501","height":"285"},{"img":"https://static.tigerbbs.com/533bf74433b6d3903971e0e4e28a6797","width":"935","height":"569"},{"img":"https://static.tigerbbs.com/df5887d1110d81a202cb874e5b67a41d","width":"1080","height":"410"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199001209479176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199524203425936,"gmtCreate":1689735754416,"gmtModify":1689735755613,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"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/199524203425936","repostId":"199490044637184","repostType":1,"repost":{"id":199490044637184,"gmtCreate":1689728585013,"gmtModify":1703729205404,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🎁【7月19日】美股一路高歌,道指七连阳!今天买点啥?文末彩蛋大放送!","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。<a href=\"https://laohu8.com/NW/1175405703\" target=\"_blank\">点击了解更多资讯</a>港股市场7月19日,恒指低开0.99%,报18826.59点;恒生科技指数跌1.56%。科技股表现弱势, <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> 跌超4%, <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、 <a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、 <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、 <a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 等跌超2%。海外市场尽管美国6月零售销售增长低于预期,鉴于 <a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 和 <a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 等大型金融机构财报整体利好,美股低开高走。截至收盘,标普500指数涨0.71%,报4554.98点;纳斯达克指数涨0.76%,报14353.64点;道琼斯工业指数涨1.06%,报34951.93点。根据统计,道指过去七个交易日连续上涨,也是自2021年3月以来的最长连涨纪录。明星科技股多数上涨,","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。<a href=\"https://laohu8.com/NW/1175405703\" target=\"_blank\">点击了解更多资讯</a>港股市场7月19日,恒指低开0.99%,报18826.59点;恒生科技指数跌1.56%。科技股表现弱势, <a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> 跌超4%, <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、 <a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、 <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、 <a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 等跌超2%。海外市场尽管美国6月零售销售增长低于预期,鉴于 <a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 和 <a href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 等大型金融机构财报整体利好,美股低开高走。截至收盘,标普500指数涨0.71%,报4554.98点;纳斯达克指数涨0.76%,报14353.64点;道琼斯工业指数涨1.06%,报34951.93点。根据统计,道指过去七个交易日连续上涨,也是自2021年3月以来的最长连涨纪录。明星科技股多数上涨,","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。点击了解更多资讯港股市场7月19日,恒指低开0.99%,报18826.59点;恒生科技指数跌1.56%。科技股表现弱势, $哔哩哔哩-W(09626)$ 跌超4%, $美团-W(03690)$ 、 $小米集团-W(01810)$ 、 $网易-S(09999)$ 、 $京东集团-SW(09618)$ 、 $百度集团-SW(09888)$ 等跌超2%。海外市场尽管美国6月零售销售增长低于预期,鉴于 $美国银行(BAC)$ 和 $摩根士丹利(MS)$ 等大型金融机构财报整体利好,美股低开高走。截至收盘,标普500指数涨0.71%,报4554.98点;纳斯达克指数涨0.76%,报14353.64点;道琼斯工业指数涨1.06%,报34951.93点。根据统计,道指过去七个交易日连续上涨,也是自2021年3月以来的最长连涨纪录。明星科技股多数上涨,","images":[{"img":"https://static.tigerbbs.com/5ee29d68987aefe447ed72fee685ba23","width":"1080","height":"1920"},{"img":"https://static.tigerbbs.com/5c5b8ecddfc4f2fb41aece8b2306f0c8","width":"828","height":"1792"},{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199490044637184","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"vote":{"id":2779,"gmtBegin":1689734675913,"gmtEnd":1689782400631,"type":1,"upper":1,"title":"押注今晚高盛能否延续涨势,一起瓜分虎币","choices":[{"id":10199,"sort":1,"name":"能","userSize":42,"voted":false},{"id":10200,"sort":2,"name":"不能","userSize":11,"voted":false}]},"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199175587094600,"gmtCreate":1689650573579,"gmtModify":1689650574611,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>今天买盘有几个外资行在挂盘,看着他们应该是要开始扫货了","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>今天买盘有几个外资行在挂盘,看着他们应该是要开始扫货了","text":"$易大宗(01733)$ 今天买盘有几个外资行在挂盘,看着他们应该是要开始扫货了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199175587094600","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199174848598048,"gmtCreate":1689650392598,"gmtModify":1689650394146,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"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/199174848598048","repostId":"197547353911368","repostType":1,"repost":{"id":197547353911368,"gmtCreate":1689259024916,"gmtModify":1689259425915,"author":{"id":"4089245825508400","authorId":"4089245825508400","name":"零售商业财经","avatar":"https://static.tigerbbs.com/8a9cebde48b2e2d3dbe5cceec91a5134","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089245825508400","authorIdStr":"4089245825508400"},"themes":[],"title":"朴朴超市“上市”之路为何一波三折?","htmlText":"昔日“黑马”朴朴超市,如何成为盈利良好的“千里马” 作者 | 金诺 编辑 | 鹤翔 出品 | 零售商业财经 ID:Retail-Finance 生鲜赛道近日热闻不断,先是京东被曝重启前置仓、大概率对标“朴朴”模式;后是朴朴超市传出明年或将冲击IPO的消息。 援引《南方都市报》此前报道,朴朴超市已经引入审计团队,在去年底就开始和各大投行接触,并对外招聘CFO,筹备上市事宜。不过,朴朴超市对此暂无回应。 不断推迟且扑朔迷离的上市传闻,侧面反映出朴朴超市上市一事所遭遇的阻力不小,抑或底气不足。 面对始终未盈利的现实困境,朴朴超市另辟“即时电商”之路能让投资人买账吗? 01 上市推迟,融资难求 其实有关“朴朴上市”的传闻由来已久,早在2021年前置仓两大玩家叮咚买菜和每日优鲜成功上市之时,外界就将目光聚焦在了朴朴超市身上,但当时其官方表示暂时不方便回答是否IPO的问题。 2022年业内也有朴朴将在下一年(即23年)上市的传闻,直至2023年过半仍无明确定论后,又继续演变成了“下一年”。 朴朴超市“上市”传闻一波三折,显然这背后的难度不小。 生鲜业务切入的是居民一日三餐的高频消费场景,因此被资本长期看好,且这一赛道早在十年前的融资数量一直不少,但在数年的优胜劣汰中,受困于生鲜行业居高不下的损耗率,大量实力不足的小平台被淘汰出局。 直至2020年后,生鲜电商业务因市场因素被“催熟”,消费者居家时长增多,一度让社区团购成了当年的最热风口,不少互联网企业也纷纷加码入局。 但互联网大厂常见的烧钱打法在围猎菜市场这一战中并不奏效,用亏损换规模的方式反而加速了社区团购的演变,两三年间便使得这一业态从高峰跌落谷底。 赛道全面降温后,一场残酷的洗牌接踵而至。“老三团”中同程生活倒闭、十荟团业务关停;来势汹汹的“新三团”中橙心优选停止运营,转型采销运平台“橙掌柜”,美团优选也因业务亏损而调整运营策略","listText":"昔日“黑马”朴朴超市,如何成为盈利良好的“千里马” 作者 | 金诺 编辑 | 鹤翔 出品 | 零售商业财经 ID:Retail-Finance 生鲜赛道近日热闻不断,先是京东被曝重启前置仓、大概率对标“朴朴”模式;后是朴朴超市传出明年或将冲击IPO的消息。 援引《南方都市报》此前报道,朴朴超市已经引入审计团队,在去年底就开始和各大投行接触,并对外招聘CFO,筹备上市事宜。不过,朴朴超市对此暂无回应。 不断推迟且扑朔迷离的上市传闻,侧面反映出朴朴超市上市一事所遭遇的阻力不小,抑或底气不足。 面对始终未盈利的现实困境,朴朴超市另辟“即时电商”之路能让投资人买账吗? 01 上市推迟,融资难求 其实有关“朴朴上市”的传闻由来已久,早在2021年前置仓两大玩家叮咚买菜和每日优鲜成功上市之时,外界就将目光聚焦在了朴朴超市身上,但当时其官方表示暂时不方便回答是否IPO的问题。 2022年业内也有朴朴将在下一年(即23年)上市的传闻,直至2023年过半仍无明确定论后,又继续演变成了“下一年”。 朴朴超市“上市”传闻一波三折,显然这背后的难度不小。 生鲜业务切入的是居民一日三餐的高频消费场景,因此被资本长期看好,且这一赛道早在十年前的融资数量一直不少,但在数年的优胜劣汰中,受困于生鲜行业居高不下的损耗率,大量实力不足的小平台被淘汰出局。 直至2020年后,生鲜电商业务因市场因素被“催熟”,消费者居家时长增多,一度让社区团购成了当年的最热风口,不少互联网企业也纷纷加码入局。 但互联网大厂常见的烧钱打法在围猎菜市场这一战中并不奏效,用亏损换规模的方式反而加速了社区团购的演变,两三年间便使得这一业态从高峰跌落谷底。 赛道全面降温后,一场残酷的洗牌接踵而至。“老三团”中同程生活倒闭、十荟团业务关停;来势汹汹的“新三团”中橙心优选停止运营,转型采销运平台“橙掌柜”,美团优选也因业务亏损而调整运营策略","text":"昔日“黑马”朴朴超市,如何成为盈利良好的“千里马” 作者 | 金诺 编辑 | 鹤翔 出品 | 零售商业财经 ID:Retail-Finance 生鲜赛道近日热闻不断,先是京东被曝重启前置仓、大概率对标“朴朴”模式;后是朴朴超市传出明年或将冲击IPO的消息。 援引《南方都市报》此前报道,朴朴超市已经引入审计团队,在去年底就开始和各大投行接触,并对外招聘CFO,筹备上市事宜。不过,朴朴超市对此暂无回应。 不断推迟且扑朔迷离的上市传闻,侧面反映出朴朴超市上市一事所遭遇的阻力不小,抑或底气不足。 面对始终未盈利的现实困境,朴朴超市另辟“即时电商”之路能让投资人买账吗? 01 上市推迟,融资难求 其实有关“朴朴上市”的传闻由来已久,早在2021年前置仓两大玩家叮咚买菜和每日优鲜成功上市之时,外界就将目光聚焦在了朴朴超市身上,但当时其官方表示暂时不方便回答是否IPO的问题。 2022年业内也有朴朴将在下一年(即23年)上市的传闻,直至2023年过半仍无明确定论后,又继续演变成了“下一年”。 朴朴超市“上市”传闻一波三折,显然这背后的难度不小。 生鲜业务切入的是居民一日三餐的高频消费场景,因此被资本长期看好,且这一赛道早在十年前的融资数量一直不少,但在数年的优胜劣汰中,受困于生鲜行业居高不下的损耗率,大量实力不足的小平台被淘汰出局。 直至2020年后,生鲜电商业务因市场因素被“催熟”,消费者居家时长增多,一度让社区团购成了当年的最热风口,不少互联网企业也纷纷加码入局。 但互联网大厂常见的烧钱打法在围猎菜市场这一战中并不奏效,用亏损换规模的方式反而加速了社区团购的演变,两三年间便使得这一业态从高峰跌落谷底。 赛道全面降温后,一场残酷的洗牌接踵而至。“老三团”中同程生活倒闭、十荟团业务关停;来势汹汹的“新三团”中橙心优选停止运营,转型采销运平台“橙掌柜”,美团优选也因业务亏损而调整运营策略","images":[{"img":"https://static.tigerbbs.com/3deb59d3d6706d53ddc2e6e866cd4026","width":"620","height":"343"},{"img":"https://static.tigerbbs.com/0eb6e0cd0c6c9a9c94104e5002cdb991","width":"1294","height":"882"},{"img":"https://static.tigerbbs.com/a901a381274d05ad9f08a9e45f527ac4","width":"1080","height":"283"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197547353911368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199174599528480,"gmtCreate":1689650331789,"gmtModify":1689650333134,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"156361281180936","authorIdStr":"156361281180936"},"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/199174599528480","repostId":"199168478413032","repostType":1,"repost":{"id":199168478413032,"gmtCreate":1689648936631,"gmtModify":1689649183101,"author":{"id":"7437623982229841","authorId":"7437623982229841","name":"港股窝轮Jenny","avatar":"https://static.laohu8.com/0fad9f5f3130e11cc25ccdd193d54aa1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7437623982229841","authorIdStr":"7437623982229841"},"themes":[],"title":"了解港交所(0388)的窝轮市场:关键概念和指标","htmlText":"个股表现 港交所7月18日报296,下跌 5.4元或1.79%。股价从全日低位293.8至全日高位298.8,股价波动率 1.7%。最近10个交易日当中,港交所股价录得5日下跌,在此期间下跌了1.4%。 衍生品表现 港交所认购证街货减少3.3%。2023年9月到期,价外30% 的认购证街货增加最为明显。其次为2023年12月到期,价外30% 的认购证为第二大街货增加产品。港交所认购证整体成交额减少32.5%。 港交所认沽证街货减少2.4%,;其次为2023年12月到期,价内20% 的认沽证为第二大街货增加产品。港交所认沽证整体成交额减少69.5%。 港交所牛证街货减少2.6%,2024年6月到期,收回价10% 的牛证街货增加最为明显;其次为2024年3月到期,收回价10% 的牛证为第二大街货增加产品。港交所牛证整体成交额减少63.1%。 港交所熊证街货增加3.7%,2024年2月到期,收回价10% 的熊证街货增加最为明显;其次为2023年11月到期,收回价20% 的熊证为第二大街货增加产品。港交所熊证整体成交额减少65.8%。 技术信号与分析 根据技术系统分析港交所上升机会率45.8%,RSI数值47,指标信号有1个看好指标,6个看淡指标。即市阻力位307.5,若升穿阻力位上望313.0。即市支持位286.8,跌穿则有可能下试279.8。 衍生品展望 进取投资者通常考虑价外认沽证产品,行使价可以参考即市支持位286.8。引伸波幅同样较低的产品有16548及18177行使价分别为294.8与289.8元,实际杠杆分别为:6.8倍及7.2倍,且 3个月以上到期。 市场上亦有投资者会利用熊证捕捉看淡交易机会,因为熊证杠杆往往比认","listText":"个股表现 港交所7月18日报296,下跌 5.4元或1.79%。股价从全日低位293.8至全日高位298.8,股价波动率 1.7%。最近10个交易日当中,港交所股价录得5日下跌,在此期间下跌了1.4%。 衍生品表现 港交所认购证街货减少3.3%。2023年9月到期,价外30% 的认购证街货增加最为明显。其次为2023年12月到期,价外30% 的认购证为第二大街货增加产品。港交所认购证整体成交额减少32.5%。 港交所认沽证街货减少2.4%,;其次为2023年12月到期,价内20% 的认沽证为第二大街货增加产品。港交所认沽证整体成交额减少69.5%。 港交所牛证街货减少2.6%,2024年6月到期,收回价10% 的牛证街货增加最为明显;其次为2024年3月到期,收回价10% 的牛证为第二大街货增加产品。港交所牛证整体成交额减少63.1%。 港交所熊证街货增加3.7%,2024年2月到期,收回价10% 的熊证街货增加最为明显;其次为2023年11月到期,收回价20% 的熊证为第二大街货增加产品。港交所熊证整体成交额减少65.8%。 技术信号与分析 根据技术系统分析港交所上升机会率45.8%,RSI数值47,指标信号有1个看好指标,6个看淡指标。即市阻力位307.5,若升穿阻力位上望313.0。即市支持位286.8,跌穿则有可能下试279.8。 衍生品展望 进取投资者通常考虑价外认沽证产品,行使价可以参考即市支持位286.8。引伸波幅同样较低的产品有16548及18177行使价分别为294.8与289.8元,实际杠杆分别为:6.8倍及7.2倍,且 3个月以上到期。 市场上亦有投资者会利用熊证捕捉看淡交易机会,因为熊证杠杆往往比认","text":"个股表现 港交所7月18日报296,下跌 5.4元或1.79%。股价从全日低位293.8至全日高位298.8,股价波动率 1.7%。最近10个交易日当中,港交所股价录得5日下跌,在此期间下跌了1.4%。 衍生品表现 港交所认购证街货减少3.3%。2023年9月到期,价外30% 的认购证街货增加最为明显。其次为2023年12月到期,价外30% 的认购证为第二大街货增加产品。港交所认购证整体成交额减少32.5%。 港交所认沽证街货减少2.4%,;其次为2023年12月到期,价内20% 的认沽证为第二大街货增加产品。港交所认沽证整体成交额减少69.5%。 港交所牛证街货减少2.6%,2024年6月到期,收回价10% 的牛证街货增加最为明显;其次为2024年3月到期,收回价10% 的牛证为第二大街货增加产品。港交所牛证整体成交额减少63.1%。 港交所熊证街货增加3.7%,2024年2月到期,收回价10% 的熊证街货增加最为明显;其次为2023年11月到期,收回价20% 的熊证为第二大街货增加产品。港交所熊证整体成交额减少65.8%。 技术信号与分析 根据技术系统分析港交所上升机会率45.8%,RSI数值47,指标信号有1个看好指标,6个看淡指标。即市阻力位307.5,若升穿阻力位上望313.0。即市支持位286.8,跌穿则有可能下试279.8。 衍生品展望 进取投资者通常考虑价外认沽证产品,行使价可以参考即市支持位286.8。引伸波幅同样较低的产品有16548及18177行使价分别为294.8与289.8元,实际杠杆分别为:6.8倍及7.2倍,且 3个月以上到期。 市场上亦有投资者会利用熊证捕捉看淡交易机会,因为熊证杠杆往往比认","images":[{"img":"https://static.tigerbbs.com/7fa699a241f462f359de513ee9ad5e3b","width":"560","height":"240"},{"img":"https://static.tigerbbs.com/0e8613d71f718cddcc95188cee696aa6","width":"1143","height":"555"},{"img":"https://static.tigerbbs.com/d082778128d03841d138091a0968d08b","width":"936","height":"542"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199168478413032","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":257161749590184,"gmtCreate":1703817124536,"gmtModify":1703818955906,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09880\">$优必选(09880)$ </a>看盘面90附近的买单支撑力很强,基本今天稳了,后面的股价值得期待啊","listText":"<a href=\"https://laohu8.com/S/09880\">$优必选(09880)$ </a>看盘面90附近的买单支撑力很强,基本今天稳了,后面的股价值得期待啊","text":"$优必选(09880)$ 看盘面90附近的买单支撑力很强,基本今天稳了,后面的股价值得期待啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/257161749590184","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627921332,"gmtCreate":1677851645526,"gmtModify":1677851647005,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BQ\">$波奇宠物(BQ)$ </a>琴晚应该跌到位了,系阶段性嘅底部,今晚中概股<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a><a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$ </a>会迎黎补升!波奇今晚应黎复苏","listText":"<a href=\"https://laohu8.com/S/BQ\">$波奇宠物(BQ)$ </a>琴晚应该跌到位了,系阶段性嘅底部,今晚中概股<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a><a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$ </a>会迎黎补升!波奇今晚应黎复苏","text":"$波奇宠物(BQ)$ 琴晚应该跌到位了,系阶段性嘅底部,今晚中概股$瑞幸咖啡(LKNCY)$ $富途控股(FUTU)$ 会迎黎补升!波奇今晚应黎复苏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627921332","isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628580226,"gmtCreate":1673341901265,"gmtModify":1673343356511,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$ </a>还有没有希望再升上去?","listText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$ </a>还有没有希望再升上去?","text":"$富途控股(FUTU)$ 还有没有希望再升上去?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/628580226","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627637141,"gmtCreate":1678261508883,"gmtModify":1678261510721,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>麻烦了,大跌了","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>麻烦了,大跌了","text":"$瑞幸咖啡(LKNCY)$ 麻烦了,大跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/627637141","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622271840,"gmtCreate":1675692305680,"gmtModify":1675692306989,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ </a>今晚情况不妙啊","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ </a>今晚情况不妙啊","text":"$新东方(EDU)$ 今晚情况不妙啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/622271840","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622271186,"gmtCreate":1675692291245,"gmtModify":1675692293404,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>今晚唔好跌","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>今晚唔好跌","text":"$瑞幸咖啡(LKNCY)$ 今晚唔好跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/622271186","isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628580469,"gmtCreate":1673341912352,"gmtModify":1673341914139,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ </a>继续上去","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ </a>继续上去","text":"$新东方(EDU)$ 继续上去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628580469","isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219305404899408,"gmtCreate":1694578976198,"gmtModify":1694578977225,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>现在这个股价还没有到达前段时间公司回购的成本价,还有很大向上的空间","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>现在这个股价还没有到达前段时间公司回购的成本价,还有很大向上的空间","text":"$易大宗(01733)$ 现在这个股价还没有到达前段时间公司回购的成本价,还有很大向上的空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219305404899408","isVote":1,"tweetType":1,"viewCount":1710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652458828,"gmtCreate":1684848244164,"gmtModify":1684848245541,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>止跌回升","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>止跌回升","text":"$瑞幸咖啡(LKNCY)$ 止跌回升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652458828","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624383067,"gmtCreate":1677075078060,"gmtModify":1677075079219,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>琴晚跌甘多,今晚补翻黎","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>琴晚跌甘多,今晚补翻黎","text":"$瑞幸咖啡(LKNCY)$ 琴晚跌甘多,今晚补翻黎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624383067","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259740815257896,"gmtCreate":1704423421256,"gmtModify":1704423422537,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOAH\">$诺亚财富(NOAH)$ </a>在财富管理之外,打造一根刻有艺术基因的纽带串联起诺亚和客户,客户和时间,成为传承于时间长河中的精神财富。","listText":"<a href=\"https://laohu8.com/S/NOAH\">$诺亚财富(NOAH)$ </a>在财富管理之外,打造一根刻有艺术基因的纽带串联起诺亚和客户,客户和时间,成为传承于时间长河中的精神财富。","text":"$诺亚财富(NOAH)$ 在财富管理之外,打造一根刻有艺术基因的纽带串联起诺亚和客户,客户和时间,成为传承于时间长河中的精神财富。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259740815257896","isVote":1,"tweetType":1,"viewCount":1346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259019515826488,"gmtCreate":1704267286602,"gmtModify":1704267287761,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09880\">$优必选(09880)$ </a>今天资金流入还是可以的,买单主动买入的越来越多,收盘再收上去点","listText":"<a href=\"https://laohu8.com/S/09880\">$优必选(09880)$ </a>今天资金流入还是可以的,买单主动买入的越来越多,收盘再收上去点","text":"$优必选(09880)$ 今天资金流入还是可以的,买单主动买入的越来越多,收盘再收上去点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259019515826488","isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222106498965520,"gmtCreate":1695273297861,"gmtModify":1695273298858,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>大宗今天还算强硬,基本没什么卖单砸下来,大盘跌<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a>的厉害!","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>大宗今天还算强硬,基本没什么卖单砸下来,大盘跌<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a>的厉害!","text":"$易大宗(01733)$ 大宗今天还算强硬,基本没什么卖单砸下来,大盘跌$恒生指数(HSI)$ 的厉害!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222106498965520","isVote":1,"tweetType":1,"viewCount":1401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216249058664512,"gmtCreate":1693803514689,"gmtModify":1693803515750,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>易大宗在进口焦煤市场所占据的领先地位以及对蒙供应链物流服务的业务布局,使得中期财报业绩暴增","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>易大宗在进口焦煤市场所占据的领先地位以及对蒙供应链物流服务的业务布局,使得中期财报业绩暴增","text":"$易大宗(01733)$ 易大宗在进口焦煤市场所占据的领先地位以及对蒙供应链物流服务的业务布局,使得中期财报业绩暴增","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216249058664512","isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213596222844992,"gmtCreate":1693187229799,"gmtModify":1693187230844,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>大盘全面上涨<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a>,今天得涨幅还在不断的扩大,易大宗的强力反弹也在今天了","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>大盘全面上涨<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a>,今天得涨幅还在不断的扩大,易大宗的强力反弹也在今天了","text":"$易大宗(01733)$ 大盘全面上涨$恒生指数(HSI)$ ,今天得涨幅还在不断的扩大,易大宗的强力反弹也在今天了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/213596222844992","isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213595973091512,"gmtCreate":1693187169399,"gmtModify":1693187170755,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"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/213595973091512","repostId":"212917065789560","repostType":1,"repost":{"id":212917065789560,"gmtCreate":1693021416216,"gmtModify":1693025411550,"author":{"id":"3545995761422355","authorId":"3545995761422355","name":"不二说价值","avatar":"https://static.tigerbbs.com/56fa489972246881ba23cfecebfd4c45","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545995761422355","idStr":"3545995761422355"},"themes":[],"title":"英伟达财报并不像吹的那样完美,而真正的亮点却没人告诉你!","htmlText":"\n \n \n 📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>\n \n","listText":"📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>","text":"📢请关注我的Youtube频道:不二说价值。以确保收看所有完整的节目。 $英伟达(NVDA)$ $苹果(AAPL)$ $Snowflake(SNOW)$ $特斯拉(TSLA)$ $台积电(TSM)$ @爱发红包的虎妞","images":[{"img":"https://static.tigerbbs.com/952de6c15c5cf680ee164daf94542b6b"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212917065789560","isVote":1,"tweetType":2,"object":{"id":"9c9da12cb196450f9086050aafcffd75","tweetId":"212917065789560","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/d2d34df25576678020421982786/v.f30.mp4","poster":"https://static.tigerbbs.com/952de6c15c5cf680ee164daf94542b6b"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213791396659352,"gmtCreate":1693187165065,"gmtModify":1693187166487,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"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/213791396659352","repostId":"213009940230328","repostType":1,"repost":{"id":213009940230328,"gmtCreate":1693044094971,"gmtModify":1693047068030,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556673506813374","idStr":"3556673506813374"},"themes":[],"title":"【美股周记】2023年第34周——宁为鸡口,不为牛后","htmlText":"【本期导读】 我选择股票的一个原则是宁为鸡口不为牛后,只考虑行业里的第一名,亚军都不大会感兴趣。碗里有了特斯拉,就不会去看锅里的比亚迪或者NIO;相中了微软,就不去碰Adobe或者甲骨文;买了星展银行DBS,就不看大华银行UOB;茅台的价格再高,我也不会去选择五粮液或者国窖。 这么选的原因有三个:1)这是一个赢者通吃的世界,头部企业往往垄断了行业的大部分利润;2)我们散户的注意力非常有限,一心难以多用,不要有“既要又要还要”的翻牌子思维;3)头部企业在媒体的曝光度高,散户容易获得及时的信息。因此第一名其实是最安全的选择。 当然,萝卜青菜各有所爱,花入各人眼。在选股过程中,每个人都有自己独特的思路,各有其长处,没有一定的对错之分。与其关注于应该选择哪些股票,或许更有意义的是澄清哪些股票可能存在风险,这或许对广大投资者更具有普遍的参考价值。 这些雷不要踩:1)无法通过有限时间的学习去理解公司核心竞争力和业务风险的股票,比如航天航空行业生物制药类的公司,承认自己的能力圈是有限的;2)公司对未来3-5年的预期都无法实现净利润(GAAP利润为负数),靠借货不断融资生存的公司;3)对内部员工过于慷慨,付出了过多SBC (Share-Based Compensation)的公司,典型的例子是PLTR。4)长期高负债(高杠杆)的公司,尤其在现在高利率的大背景下,这类公司极其危险,比如恒大和碧桂园;5)市值低于100亿美元的公司,盘子太小容易被人操控,很多MEME股就是典型的例子,比如AMC。 上个星期三英伟达出色的财报进一步巩固了以人工智能科技创新为主导的美国经济基础,但是星期五美联储主席鲍威尔在杰克逊霍尔央行年会上的讲话提到了风险应验的话,未来再加息25个基点的可能性是有的,市场还没有Priced In这个可能性,现在CME上也就是认为今年11月份可能会再加息一次,之后利率就会下降。倘若","listText":"【本期导读】 我选择股票的一个原则是宁为鸡口不为牛后,只考虑行业里的第一名,亚军都不大会感兴趣。碗里有了特斯拉,就不会去看锅里的比亚迪或者NIO;相中了微软,就不去碰Adobe或者甲骨文;买了星展银行DBS,就不看大华银行UOB;茅台的价格再高,我也不会去选择五粮液或者国窖。 这么选的原因有三个:1)这是一个赢者通吃的世界,头部企业往往垄断了行业的大部分利润;2)我们散户的注意力非常有限,一心难以多用,不要有“既要又要还要”的翻牌子思维;3)头部企业在媒体的曝光度高,散户容易获得及时的信息。因此第一名其实是最安全的选择。 当然,萝卜青菜各有所爱,花入各人眼。在选股过程中,每个人都有自己独特的思路,各有其长处,没有一定的对错之分。与其关注于应该选择哪些股票,或许更有意义的是澄清哪些股票可能存在风险,这或许对广大投资者更具有普遍的参考价值。 这些雷不要踩:1)无法通过有限时间的学习去理解公司核心竞争力和业务风险的股票,比如航天航空行业生物制药类的公司,承认自己的能力圈是有限的;2)公司对未来3-5年的预期都无法实现净利润(GAAP利润为负数),靠借货不断融资生存的公司;3)对内部员工过于慷慨,付出了过多SBC (Share-Based Compensation)的公司,典型的例子是PLTR。4)长期高负债(高杠杆)的公司,尤其在现在高利率的大背景下,这类公司极其危险,比如恒大和碧桂园;5)市值低于100亿美元的公司,盘子太小容易被人操控,很多MEME股就是典型的例子,比如AMC。 上个星期三英伟达出色的财报进一步巩固了以人工智能科技创新为主导的美国经济基础,但是星期五美联储主席鲍威尔在杰克逊霍尔央行年会上的讲话提到了风险应验的话,未来再加息25个基点的可能性是有的,市场还没有Priced In这个可能性,现在CME上也就是认为今年11月份可能会再加息一次,之后利率就会下降。倘若","text":"【本期导读】 我选择股票的一个原则是宁为鸡口不为牛后,只考虑行业里的第一名,亚军都不大会感兴趣。碗里有了特斯拉,就不会去看锅里的比亚迪或者NIO;相中了微软,就不去碰Adobe或者甲骨文;买了星展银行DBS,就不看大华银行UOB;茅台的价格再高,我也不会去选择五粮液或者国窖。 这么选的原因有三个:1)这是一个赢者通吃的世界,头部企业往往垄断了行业的大部分利润;2)我们散户的注意力非常有限,一心难以多用,不要有“既要又要还要”的翻牌子思维;3)头部企业在媒体的曝光度高,散户容易获得及时的信息。因此第一名其实是最安全的选择。 当然,萝卜青菜各有所爱,花入各人眼。在选股过程中,每个人都有自己独特的思路,各有其长处,没有一定的对错之分。与其关注于应该选择哪些股票,或许更有意义的是澄清哪些股票可能存在风险,这或许对广大投资者更具有普遍的参考价值。 这些雷不要踩:1)无法通过有限时间的学习去理解公司核心竞争力和业务风险的股票,比如航天航空行业生物制药类的公司,承认自己的能力圈是有限的;2)公司对未来3-5年的预期都无法实现净利润(GAAP利润为负数),靠借货不断融资生存的公司;3)对内部员工过于慷慨,付出了过多SBC (Share-Based Compensation)的公司,典型的例子是PLTR。4)长期高负债(高杠杆)的公司,尤其在现在高利率的大背景下,这类公司极其危险,比如恒大和碧桂园;5)市值低于100亿美元的公司,盘子太小容易被人操控,很多MEME股就是典型的例子,比如AMC。 上个星期三英伟达出色的财报进一步巩固了以人工智能科技创新为主导的美国经济基础,但是星期五美联储主席鲍威尔在杰克逊霍尔央行年会上的讲话提到了风险应验的话,未来再加息25个基点的可能性是有的,市场还没有Priced In这个可能性,现在CME上也就是认为今年11月份可能会再加息一次,之后利率就会下降。倘若","images":[{"img":"https://static.tigerbbs.com/e71b23994520ce8c07681390f1925e96","width":"1071","height":"796"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/213009940230328","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213595893289136,"gmtCreate":1693187149466,"gmtModify":1693187150905,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"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/213595893289136","repostId":"213339043082288","repostType":1,"repost":{"id":213339043082288,"gmtCreate":1693117037658,"gmtModify":1693117336027,"author":{"id":"10000000000010366","authorId":"10000000000010366","name":"半导体Bot","avatar":"https://static.tigerbbs.com/8d0e9f632cb989ffc1282913c1284971","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010366","idStr":"10000000000010366"},"themes":[],"title":"泰瑞达:全球顶尖自动测试设备供应商","htmlText":"公司简介01 泰瑞达简述Teradyne,Inc.(美股代码: <a href=\"https://laohu8.com/S/TER\">$泰瑞达(TER)$</a> )(中文名称:泰瑞达)成立于1960年,位于马萨诸塞州。是测试和工业应用自动化设备的全球领先供应商。TER设计,开发,制造和销售用于测试许多行业的半导体,无线产品,数据存储和复杂电子系统的自动测试系统,其中包括消费电子,无线,汽车,工业,计算机,通信以及航空航天和国防工业。TER的工业自动化产品包括协作机器人手臂,自主移动机器人和先进的机器人控制软件,全球制造,物流和轻工业客户都在使用这些自动化软件来提高质量,提高制造和物料搬运效率并降低制造和物流成本。02 主要产品公司重要动向01 重大事项2022年4月21日 — 泰瑞达宣布,向中国领先的微控制器(MCU)和安全类芯片制造商国民技术股份有限公司交付第7000台行业领先J750半导体测试平台。泰瑞达的J750系列是用于汽车和消费应用的领先MCU器件测试解决方案,在图像传感器测试领域也处于世界领先地位。汽车半导体供应商依赖J750提供的可重复且可靠的器件测试结果,且利用泰瑞达的广受好评的IG-XL™软件平台,帮助验证对汽车市场至关重要的测试程序 。J750测试平台是半导体制造商追求零缺陷和多工位测试的黄金标准。此外,IG-XL软件平台对于快速程序开发也发挥着至关重要的作用。该平台可自动扩展以支持多工位测试,节省大量开发时间和成本,与其他ATE软件系统相比,可将多工位测试程序开发速度提高 30%。2022年11月15日 — 泰瑞达董事会宣布,任命Gregory Smith接替Mark E. Jagiela担任首席执行官,自2023年2月1日起正式生效。Gregory Smith届时亦将加入董事会。Gregory Smith现担任泰瑞达总裁,至今已在公司任职16年。他","listText":"公司简介01 泰瑞达简述Teradyne,Inc.(美股代码: <a href=\"https://laohu8.com/S/TER\">$泰瑞达(TER)$</a> )(中文名称:泰瑞达)成立于1960年,位于马萨诸塞州。是测试和工业应用自动化设备的全球领先供应商。TER设计,开发,制造和销售用于测试许多行业的半导体,无线产品,数据存储和复杂电子系统的自动测试系统,其中包括消费电子,无线,汽车,工业,计算机,通信以及航空航天和国防工业。TER的工业自动化产品包括协作机器人手臂,自主移动机器人和先进的机器人控制软件,全球制造,物流和轻工业客户都在使用这些自动化软件来提高质量,提高制造和物料搬运效率并降低制造和物流成本。02 主要产品公司重要动向01 重大事项2022年4月21日 — 泰瑞达宣布,向中国领先的微控制器(MCU)和安全类芯片制造商国民技术股份有限公司交付第7000台行业领先J750半导体测试平台。泰瑞达的J750系列是用于汽车和消费应用的领先MCU器件测试解决方案,在图像传感器测试领域也处于世界领先地位。汽车半导体供应商依赖J750提供的可重复且可靠的器件测试结果,且利用泰瑞达的广受好评的IG-XL™软件平台,帮助验证对汽车市场至关重要的测试程序 。J750测试平台是半导体制造商追求零缺陷和多工位测试的黄金标准。此外,IG-XL软件平台对于快速程序开发也发挥着至关重要的作用。该平台可自动扩展以支持多工位测试,节省大量开发时间和成本,与其他ATE软件系统相比,可将多工位测试程序开发速度提高 30%。2022年11月15日 — 泰瑞达董事会宣布,任命Gregory Smith接替Mark E. Jagiela担任首席执行官,自2023年2月1日起正式生效。Gregory Smith届时亦将加入董事会。Gregory Smith现担任泰瑞达总裁,至今已在公司任职16年。他","text":"公司简介01 泰瑞达简述Teradyne,Inc.(美股代码: $泰瑞达(TER)$ )(中文名称:泰瑞达)成立于1960年,位于马萨诸塞州。是测试和工业应用自动化设备的全球领先供应商。TER设计,开发,制造和销售用于测试许多行业的半导体,无线产品,数据存储和复杂电子系统的自动测试系统,其中包括消费电子,无线,汽车,工业,计算机,通信以及航空航天和国防工业。TER的工业自动化产品包括协作机器人手臂,自主移动机器人和先进的机器人控制软件,全球制造,物流和轻工业客户都在使用这些自动化软件来提高质量,提高制造和物料搬运效率并降低制造和物流成本。02 主要产品公司重要动向01 重大事项2022年4月21日 — 泰瑞达宣布,向中国领先的微控制器(MCU)和安全类芯片制造商国民技术股份有限公司交付第7000台行业领先J750半导体测试平台。泰瑞达的J750系列是用于汽车和消费应用的领先MCU器件测试解决方案,在图像传感器测试领域也处于世界领先地位。汽车半导体供应商依赖J750提供的可重复且可靠的器件测试结果,且利用泰瑞达的广受好评的IG-XL™软件平台,帮助验证对汽车市场至关重要的测试程序 。J750测试平台是半导体制造商追求零缺陷和多工位测试的黄金标准。此外,IG-XL软件平台对于快速程序开发也发挥着至关重要的作用。该平台可自动扩展以支持多工位测试,节省大量开发时间和成本,与其他ATE软件系统相比,可将多工位测试程序开发速度提高 30%。2022年11月15日 — 泰瑞达董事会宣布,任命Gregory Smith接替Mark E. Jagiela担任首席执行官,自2023年2月1日起正式生效。Gregory Smith届时亦将加入董事会。Gregory Smith现担任泰瑞达总裁,至今已在公司任职16年。他","images":[{"img":"https://static.tigerbbs.com/56a9646c18f8159c6d84596ebb7f2898","width":"743","height":"466"},{"img":"https://static.tigerbbs.com/eba26f02edc55e212da8174099e34887","width":"1303","height":"596"},{"img":"https://static.tigerbbs.com/cca207123d212a55bd1a00ed71517308","width":"1163","height":"664"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/213339043082288","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209376936886304,"gmtCreate":1692153047938,"gmtModify":1692153048922,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>这两天中银一直在买,在这个股价附近抄底了很多筹码!现在价格比公司当初回购的要低的多了","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>这两天中银一直在买,在这个股价附近抄底了很多筹码!现在价格比公司当初回购的要低的多了","text":"$易大宗(01733)$ 这两天中银一直在买,在这个股价附近抄底了很多筹码!现在价格比公司当初回购的要低的多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209376936886304","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201335446093944,"gmtCreate":1690178911851,"gmtModify":1690178913693,"author":{"id":"156361281180936","authorId":"156361281180936","name":"老油条的原则","avatar":"https://static.tigerbbs.com/504d0a0773c54de999742532a85f54b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"156361281180936","idStr":"156361281180936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>今天大盘跌的厉害,很多股票都被带崩了!但对于易大宗来说今天是个好机会,现在这个股价没有再下跌空间了","listText":"<a href=\"https://laohu8.com/S/01733\">$易大宗(01733)$ </a>今天大盘跌的厉害,很多股票都被带崩了!但对于易大宗来说今天是个好机会,现在这个股价没有再下跌空间了","text":"$易大宗(01733)$ 今天大盘跌的厉害,很多股票都被带崩了!但对于易大宗来说今天是个好机会,现在这个股价没有再下跌空间了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201335446093944","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}