鲸歌的个人主页 - 老虎社区

鲸歌

敬畏市场

IP属地：湖北

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2020-06-11

$西伯利亚矿业(01142)$为什么这家股票市盈率这么低，每股收益也很高，却没什么人买？

2020-01-16

这篇文章不错，转发给大家看

@孟浩:快来看，索罗斯Q4买了啥？

2020-01-15

$瑞幸咖啡(LK)$ 要往50奔去了

2020-01-11

$LK 20200117 45.0 CALL(LK)$ 我这还有戏么？

2020-01-09

老虎🐯第一贴知行合一，价值投资，长期投资。@巫天华 2020年1月9日。

去老虎APP查看更多动态

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2018年在半数以上对冲基金负收益的情况下，索罗斯的基金管理公司仍跑赢了多数对冲基金公司，自成立以来继续排名第二，总收益为439亿美元。仅次于排名第一的桥水基金，快来看，索罗斯Q4买了啥？从板块来说，索罗斯本季度看好必须消费板块、能源以及工业材料等板块，看空通讯、科技、公用事业、工业板块、看空金融、医疗保健等板块。科技股“神操作” 索罗斯几乎清空了所有科技龙头的股票，包含苹果$(AAPL)$微软$(MSFT)$等，减持亚马逊$(AMZN)$。 另外，索罗斯Q4继续看空芯片股，继上季度清仓还清仓了中国投资比较熟悉的芯片制造企业恩智浦半导体$(NXP)$以及英伟达之后，本季度继续看空芯片股，清仓了134,400高通$(QCOM)$与308,500$(AMD)$, 490100股美光$(MU)$.科技股中的又一神操作莫过于增持红帽公司141183股，IBM$(IBM)$10月29日宣布，将以约340亿美元价格收购开源软件和技术主要供应商红帽$(RHT)$公司（Red Hat）。交易将以现金支付，IBM以每股190美元的价格购买红帽所有股票，这比周五红帽收盘价每股116.68美元溢价63%。收购完成后，红帽将并入IBM的混合云部门。中概股方面索罗斯清仓了二季度建仓的阿里巴巴$(BABA)$和拼多多$(PDD)$,值得一提的是拼多多在Q4有大批股票解禁。 潘多拉被收购、清仓奈飞 在传媒板块中，索拉斯看好美国的电信运营商VERIZON $(VZ)$ 以及T-MOBILE$(TMUS)$，清仓了13800股奈飞$(NFLX)$，奈飞股价在Q4从最高点386跌至231，跌幅近40%，2019年回暖，涨幅达34%。 卫星广播公司Sirius XM Holdings$(SIRI)$在Q4以全股票交易方式收购音乐流媒体服务潘多拉公司$(P)$，交易价值35亿美元。，潘多拉公司股东","listText":"#大佬都买啥# 2018年在半数以上对冲基金负收益的情况下，索罗斯的基金管理公司仍跑赢了多数对冲基金公司，自成立以来继续排名第二，总收益为439亿美元。仅次于排名第一的桥水基金，快来看，索罗斯Q4买了啥？从板块来说，索罗斯本季度看好必须消费板块、能源以及工业材料等板块，看空通讯、科技、公用事业、工业板块、看空金融、医疗保健等板块。科技股“神操作” 索罗斯几乎清空了所有科技龙头的股票，包含苹果$(AAPL)$微软$(MSFT)$等，减持亚马逊$(AMZN)$。 另外，索罗斯Q4继续看空芯片股，继上季度清仓还清仓了中国投资比较熟悉的芯片制造企业恩智浦半导体$(NXP)$以及英伟达之后，本季度继续看空芯片股，清仓了134,400高通$(QCOM)$与308,500$(AMD)$, 490100股美光$(MU)$.科技股中的又一神操作莫过于增持红帽公司141183股，IBM$(IBM)$10月29日宣布，将以约340亿美元价格收购开源软件和技术主要供应商红帽$(RHT)$公司（Red Hat）。交易将以现金支付，IBM以每股190美元的价格购买红帽所有股票，这比周五红帽收盘价每股116.68美元溢价63%。收购完成后，红帽将并入IBM的混合云部门。中概股方面索罗斯清仓了二季度建仓的阿里巴巴$(BABA)$和拼多多$(PDD)$,值得一提的是拼多多在Q4有大批股票解禁。 潘多拉被收购、清仓奈飞 在传媒板块中，索拉斯看好美国的电信运营商VERIZON $(VZ)$ 以及T-MOBILE$(TMUS)$，清仓了13800股奈飞$(NFLX)$，奈飞股价在Q4从最高点386跌至231，跌幅近40%，2019年回暖，涨幅达34%。 卫星广播公司Sirius XM Holdings$(SIRI)$在Q4以全股票交易方式收购音乐流媒体服务潘多拉公司$(P)$，交易价值35亿美元。，潘多拉公司股东","text":"#大佬都买啥# 2018年在半数以上对冲基金负收益的情况下，索罗斯的基金管理公司仍跑赢了多数对冲基金公司，自成立以来继续排名第二，总收益为439亿美元。仅次于排名第一的桥水基金，快来看，索罗斯Q4买了啥？从板块来说，索罗斯本季度看好必须消费板块、能源以及工业材料等板块，看空通讯、科技、公用事业、工业板块、看空金融、医疗保健等板块。科技股“神操作” 索罗斯几乎清空了所有科技龙头的股票，包含苹果$(AAPL)$微软$(MSFT)$等，减持亚马逊$(AMZN)$。 另外，索罗斯Q4继续看空芯片股，继上季度清仓还清仓了中国投资比较熟悉的芯片制造企业恩智浦半导体$(NXP)$以及英伟达之后，本季度继续看空芯片股，清仓了134,400高通$(QCOM)$与308,500$(AMD)$, 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Holdings$(SIRI)$在Q4以全股票交易方式收购音乐流媒体服务潘多拉公司$(P)$，交易价值35亿美元。，潘多拉公司股东","images":[{"img":"https://static.tigerbbs.com/8953ead2cbcd0a19d2bc4edf028f43f3"},{"img":"https://static.tigerbbs.com/e64a3f436c8fd921290c10cecfeba3a5"},{"img":"https://static.tigerbbs.com/0b330a0d24d9b9a75f7b9eb4db16333c"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401486","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":918512490,"gmtCreate":1579020427110,"gmtModify":1704338707207,"author":{"id":"3434670427048911","authorId":"3434670427048911","authorIdStr":"3434670427048911","name":"鲸歌","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434670427048911"},"themes":[],"htmlText":"<a 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索罗斯几乎清空了所有科技龙头的股票，包含苹果$(AAPL)$微软$(MSFT)$等，减持亚马逊$(AMZN)$。 另外，索罗斯Q4继续看空芯片股，继上季度清仓还清仓了中国投资比较熟悉的芯片制造企业恩智浦半导体$(NXP)$以及英伟达之后，本季度继续看空芯片股，清仓了134,400高通$(QCOM)$与308,500$(AMD)$, 490100股美光$(MU)$.科技股中的又一神操作莫过于增持红帽公司141183股，IBM$(IBM)$10月29日宣布，将以约340亿美元价格收购开源软件和技术主要供应商红帽$(RHT)$公司（Red Hat）。交易将以现金支付，IBM以每股190美元的价格购买红帽所有股票，这比周五红帽收盘价每股116.68美元溢价63%。收购完成后，红帽将并入IBM的混合云部门。中概股方面索罗斯清仓了二季度建仓的阿里巴巴$(BABA)$和拼多多$(PDD)$,值得一提的是拼多多在Q4有大批股票解禁。 潘多拉被收购、清仓奈飞 在传媒板块中，索拉斯看好美国的电信运营商VERIZON $(VZ)$ 以及T-MOBILE$(TMUS)$，清仓了13800股奈飞$(NFLX)$，奈飞股价在Q4从最高点386跌至231，跌幅近40%，2019年回暖，涨幅达34%。 卫星广播公司Sirius XM Holdings$(SIRI)$在Q4以全股票交易方式收购音乐流媒体服务潘多拉公司$(P)$，交易价值35亿美元。，潘多拉公司股东","text":"#大佬都买啥# 2018年在半数以上对冲基金负收益的情况下，索罗斯的基金管理公司仍跑赢了多数对冲基金公司，自成立以来继续排名第二，总收益为439亿美元。仅次于排名第一的桥水基金，快来看，索罗斯Q4买了啥？从板块来说，索罗斯本季度看好必须消费板块、能源以及工业材料等板块，看空通讯、科技、公用事业、工业板块、看空金融、医疗保健等板块。科技股“神操作” 索罗斯几乎清空了所有科技龙头的股票，包含苹果$(AAPL)$微软$(MSFT)$等，减持亚马逊$(AMZN)$。 另外，索罗斯Q4继续看空芯片股，继上季度清仓还清仓了中国投资比较熟悉的芯片制造企业恩智浦半导体$(NXP)$以及英伟达之后，本季度继续看空芯片股，清仓了134,400高通$(QCOM)$与308,500$(AMD)$, 490100股美光$(MU)$.科技股中的又一神操作莫过于增持红帽公司141183股，IBM$(IBM)$10月29日宣布，将以约340亿美元价格收购开源软件和技术主要供应商红帽$(RHT)$公司（Red Hat）。交易将以现金支付，IBM以每股190美元的价格购买红帽所有股票，这比周五红帽收盘价每股116.68美元溢价63%。收购完成后，红帽将并入IBM的混合云部门。中概股方面索罗斯清仓了二季度建仓的阿里巴巴$(BABA)$和拼多多$(PDD)$,值得一提的是拼多多在Q4有大批股票解禁。 潘多拉被收购、清仓奈飞 在传媒板块中，索拉斯看好美国的电信运营商VERIZON $(VZ)$ 以及T-MOBILE$(TMUS)$，清仓了13800股奈飞$(NFLX)$，奈飞股价在Q4从最高点386跌至231，跌幅近40%，2019年回暖，涨幅达34%。 卫星广播公司Sirius XM 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