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虎啸山川
2020-06-05
$挪威邮轮(NCLH)$
到现在这个位置,很多做多的兄弟姐妹觉得行情差不多了,就到这儿了,要下车了。那么我想问一下:你会炒股吗?你知道一个技术指标叫“主升浪”吗?我负责地告诉你,从现在开始,这只股票要进入“主升浪”,高点大概率在下周,在30~40之间的可能性大,我猜测在35.5$左右,然后会进入区间震荡状态,两个炒作点分别是邮轮复航和疫苗投入规模化应用。我们拭目以待,仅供参考!不接受反驳和质疑!
虎啸山川
2020-05-15
挪威邮轮的过去,现状和未来
$挪威邮轮(NCLH)$
挪威邮轮的过去,现状和未来。 过去:1、因为人所共知的原因,疫情突然在船上爆发,在相对狭小封闭的空间,人员更容易互相感染传播,人们对邮轮谈虎色变,导致一个迅猛发展的行业突然崩盘,因为重资产、刚性支出,导致投资者极度忧虑邮轮行业会破产,因而疯狂出逃,以致于发生踩踏,股价更是才不忍睹。然后就开始担心财报业绩。 现在:回到挪威邮轮上来,财报已经出了,在我看来,喜忧参半,基本都在意料之中,不能复航,还得继续烧钱,但是令人安心的是不会破产,安稳渡过困难时期已成定局,因为已经完成融资,官方也已经表态在无收入的情况下,在挺十八个月没问题。 未来:我看好挪威邮轮的未来,理由如下: 1、综合国内外疫苗研发现状表明,疫苗会在9、10月份上市,最晚也会在年底前上市,疫情终会过去。 2、欧美人喜欢邮轮旅游度假的休闲方式不会在几个月内改变,可能到时候还会发生报复性消费。 3、有人会担心经过疫情萧条,很多潜在客户消费不起了,但是这是伪命题,不上船消费就是没有疫情也不会去消费,去消费就不是差钱的人,就和买房子一样。 4、邮轮产业是蓬勃发展的朝阳产业没有变,换句话说,盈利模式没有变。 5、管理团队还是原来稳健的团队也没有变,这保证了复航以后的稳定性。人总会被情绪所左右,在长夜里只会看到黑暗,但黑暗终将过去,曙光已经在召唤,我坚信:疫情过去,邮轮股一定会王者归来,什么也不做,拿好挪威邮轮,等待扬帆起航!
挪威邮轮的过去,现状和未来
虎啸山川
2020-06-11
$挪威邮轮(NCLH)$
这“狼奔豸突”地逃跑有何必要?可以确定的是:1、邮轮会复航 2、疫苗会应用(年底)。这般狼狈为哪般?[笑哭]
虎啸山川
2020-05-06
$挪威邮轮(NCLH)$ 我为什么买入邮轮股?原因有以下几点:1、邮轮产业属于资本和技术密集型产业,需要投很多钱和专业的管理团队,不是谁想干就能干的。2、邮轮产业属于朝阳产业,而且业绩持续迅猛增长,产业盈利模式没有问题,所以机构不会轻易逃离。3、我认为不会破产,停航没有收入对这个资金需求量大的产业确实压力不小,但是管理层也会想方设法找钱,因为产业盈利模式没有问题,所以能融到资。4、机构深陷其中,也会想尽方法自救,不会认可亏损。5、下跌过程中,因为疫情一定会放大恐惧感,这个时候,机构即使想托市,也会被下跌洪流湮没,不如到底以后扫货,再往上拉。6、再长的夜也会迎来黎明,疫情过去,邮轮股又回王者归来!我们拭目以待!
虎啸山川
2019-03-19
我为什么看好奥罗拉?
$奥罗拉大麻公司(ACB)$ 1.十月份马上就到来了,加拿大食品饮料添加大麻合法之后,对于大幅提高大麻利润是显而易见的,这必将迎来大麻股的高潮。 2.Trly和CGC都找到了婆家(战略投资者),就奥罗拉大美女还待字闺中,大型食品饮料公司要保证稳定的大麻原料,可以说奥罗拉是不二之选,无需累述。 3.在所有大麻股中,奥罗拉国际化做得是最好的,没有之一,这避免了日后产量达到峰值以后,加拿大市场无法消化的问题。 4.以目前趋势看,墨西哥美国大麻全面合法化已经可以预见,市场之巨大令人惊奇,前景光明,欧盟基本上是美国的小弟,唯美国马首是瞻,亦步亦趋,美国全面合法了,欧盟还远吗? 5.有人担心奥罗拉在扩展过程中,费用消耗巨大,但是极速扩张,不花钱是不现实的,早期投入都可以在发展中解决的。
我为什么看好奥罗拉?
虎啸山川
2020-12-24
$阿里巴巴(BABA)$
请教明白的兄弟一个问题,如果垄断罪名成立,会如何处罚?
虎啸山川
2018-03-05
$Camber Energy(CEI)$持股的兄弟姐妹们!今天股价决定权在我们手里,只要我们团结一心,没有谁能拿走我们的筹码,想不走高都难。当然,劝你不要抛的一定是持股的兄弟姐妹。告诉你合股就是利空,赶紧跑吧的都是没有股票,想捡带血筹码的。如果你说,我定力差,我就是想跑,那你趁早把股票卖了,把💰分给大家,要不在这里,迟早被市场吞没,你们认为呢?合股的股票可以说基本都是短多长空,如果不信,你们今天抛了,过十个交易日看结果?
虎啸山川
2020-03-27
$挪威邮轮(NCLH)$
各位是否想到疫情结束,邮轮股营业后,因为石油价格暴跌,成本大幅降低的因素?这会显著提高利润率!燃油费用占成本的1/7,你就能算出提高多少利润了。油价60$⥤20$
虎啸山川
2020-06-05
$挪威邮轮(NCLH)$
你们还记得这一条吗?
虎啸山川
2020-06-09
$挪威邮轮(NCLH)$
看到机构买入,散户卖出,我就放心了。
虎啸山川
2019-07-29
$盛世乐居(YGTY)$
退市了吗?
虎啸山川
2020-05-07
$挪威邮轮(NCLH)$
不要讨论这种能不能破产的伪命题了,私募拿四亿美金💲投资,他们缺心眼还是脑残,拿这么多钱打水飘?那些买票据和债券的都是二百五?离破产大老远呢!安心持股不要瞎折腾,看好股票就做多,不看好就做空?来回折腾,那点钱儿用不了多久就折腾没了。
虎啸山川
2018-11-09
$奥罗拉大麻公司(ACB)$有一些人在这个股上赚俩钱就跑,如果是这样,我觉得这个股真不适合短炒,可能我的观点大家也都认可。可是,假如某一天和可口可乐正式签署合作生产大麻饮料,你们还能买回来吗?
虎啸山川
2019-03-20
$奥罗拉大麻公司(ACB)$ 你们觉得一个投资界的大咖能不能把股价搞到31块?就盘前这点儿量想把股价拉下来是不可能的,也太小看对冲经理的能力了。我觉得来年年末前搞到31块没问题,所有我选择一动不动。
虎啸山川
2020-06-10
$挪威邮轮(NCLH)$
现在是高点的1/3,我就不明白,还跑啥?
虎啸山川
2019-03-29
$波音(BA)$ 这个股现在就是资本大鳄在托市,他们肯定不敢一起跑,一起跑,股价🌨崩,要跑也是拉高,慢慢跑,神不知鬼不觉,有股的兄弟早脱身为妙!
虎啸山川
2018-12-18
$奥罗拉大麻公司(ACB)$ 大麻股究竟为何这么不招待见?
虎啸山川
2020-11-06
$苹果(AAPL)$
向懂技术的朋友请教一个问题:现在上升图形可以称为“红三兵”吗?
虎啸山川
2020-03-25
$挪威邮轮(NCLH)$
空这只股需谨慎,我空它险些爆仓。太吓人了。庄太强了。
虎啸山川
2019-08-19
$Digital Power Corp(DPW)$
有做空做成的兄弟吗?
去老虎APP查看更多动态
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14:05","market":"hk","language":"zh","title":"不要在意短期得失,投资苹果(AAPL.US)就是投资时间","url":"https://stock-news.laohu8.com/highlight/detail?id=2085268916","media":"智通财经","summary":"2020年最后一个季度已经过去了大约一半,这是科技巨头苹果公司本财政年度收入最高的第一财季。然而,每个投资者都需要意识到,今天购买苹果并不是在赌一个季度的业绩,而是一种可能需要时间才能获得回报的长期投资。全球各地的许多商店再次关闭,这可能会迫使苹果再次关闭许多商店。长期标的最后,苹果的投资者应该设法过滤掉一些短期噪音。苹果仍是一个长期股,机构在财报发布后看到的这种回调为投资者提供了一个很好的切入点。","content":"<html><body><p>2020年最后一个季度已经过去了大约一半,这是科技巨头<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司(AAPL.US)本财政年度收入最高的第一财季。最近,有一些情况在短期内可能会让投资者有点担心。然而,每个投资者都需要意识到,今天购买苹果并不是在赌一个季度的业绩,而是一种可能需要时间才能获得回报的长期投资。</p><p>机构正在抛售?</p><p>投资者可能首先担心的是最新一组机构持仓数据。如下图所示,智通财经APP观察到,已经公布数据的最大公司都是第三季度苹果股票的主要净卖家。这些公司中有10家在本季度至少出售了1500万股苹果股票(经拆分调整后),其中半数公司至少减少了3200万股。另一方面,只有两家公司增持了600万股。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201123/1606099941217408.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1606099941217408.png\"/></p><p>这是一次性出售的,还是未来持续出售的征兆?这是一个很重要的问题。一些人可能会说,考虑到该股过去一年的大幅上涨,这只是一些自然的获利回吐。</p><p>另一件可能给股价带来麻烦的事情是对当前季度业绩的预期继续上升。几年来,每个人都在等待苹果发布兼容5G的iPhone,普遍认为这将导致升级的超级周期。不幸的是,这可能会在短期内导致股票失败,就像我们在第四季度的结果中看到的那样。</p><p>5G iPhone的超级周期</p><p>今年iPhone的发布比去年晚了很多,其中两款新机型要到11月才上市,而且供应紧张。如果iPhone第一财季的营收达不到预期,该公司股票可能会遭到抛售,尽管该公司的其他业务最近表现相当不错。如下图所示,华尔街目前预计这一时期的收入将达到1019.4亿美元,目前华尔街预期的平均收入达到了苹果历史的最高水平。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201123/1606100470289710.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1606100470289710.png\"/></p><p>这不仅将预示苹果将创下新的季度营收纪录,还将比去年第一季度创下的营收纪录增长11%。卫生事件不会很快消失,美国的第二项刺激法案也没有进展。全球各地的许多商店再次关闭,这可能会迫使苹果再次关闭许多商店。这可能会对消费者的销售造成轻微压力,这些消费者通常会在购买前到苹果专卖店试用产品。唯一的好消息是,目前美元走弱,这将为国际收入转换回损益表提供有利条件。</p><p>之所以提到这些短期项目,是因为苹果不是一个短期故事。投资者看到的不是像<a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video (ZM.US)或Netflix (NFLX.US)这样的公司会因卫生事件而出现短期业务激增。iPhone 5G的故事将在未来几个季度甚至几年内上演。随着越来越多的手机升级,苹果还将销售大量的附加设备,如AirPods,或Apple TV+或音乐等服务。本财年的收入预计将在未来几年实现良好增长,如下图所示,因此一个季度的业绩不会决定该品牌的未来。公司强劲的盈利能力也将带来巨大的自由现金流,从而形成世界上最好的资本回报计划。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201123/1606100849749598.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1606100849749598.png\"/></p><p>长期标的</p><p>最后,苹果的投资者应该设法过滤掉一些短期噪音。大型机构出售可能很容易获利了结,并可能在几个月后的下一次更新持仓数据时出现逆转。人们对5G iPhone周期的预期当然很高,但鉴于智能手机发布时间比往常晚,再加上目前的流行趋势,分析师的预期上升可能导致短期压力。苹果仍是一个长期股,机构在财报发布后看到的这种回调为投资者提供了一个很好的切入点。就像一些球队喜欢告诉他们的球迷的那样,我们正走在正确的道路上。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>不要在意短期得失,投资苹果(AAPL.US)就是投资时间</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n不要在意短期得失,投资苹果(AAPL.US)就是投资时间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-23 14:05 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/366261.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年最后一个季度已经过去了大约一半,这是科技巨头苹果公司(AAPL.US)本财政年度收入最高的第一财季。最近,有一些情况在短期内可能会让投资者有点担心。然而,每个投资者都需要意识到,今天购买苹果并不是在赌一个季度的业绩,而是一种可能需要时间才能获得回报的长期投资。机构正在抛售?投资者可能首先担心的是最新一组机构持仓数据。如下图所示,智通财经APP观察到,已经公布数据的最大公司都是第三季度苹果...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/366261.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指","AA":"美国铝业"},"source_url":"http://www.zhitongcaijing.com/content/detail/366261.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2085268916","content_text":"2020年最后一个季度已经过去了大约一半,这是科技巨头苹果公司(AAPL.US)本财政年度收入最高的第一财季。最近,有一些情况在短期内可能会让投资者有点担心。然而,每个投资者都需要意识到,今天购买苹果并不是在赌一个季度的业绩,而是一种可能需要时间才能获得回报的长期投资。机构正在抛售?投资者可能首先担心的是最新一组机构持仓数据。如下图所示,智通财经APP观察到,已经公布数据的最大公司都是第三季度苹果股票的主要净卖家。这些公司中有10家在本季度至少出售了1500万股苹果股票(经拆分调整后),其中半数公司至少减少了3200万股。另一方面,只有两家公司增持了600万股。这是一次性出售的,还是未来持续出售的征兆?这是一个很重要的问题。一些人可能会说,考虑到该股过去一年的大幅上涨,这只是一些自然的获利回吐。另一件可能给股价带来麻烦的事情是对当前季度业绩的预期继续上升。几年来,每个人都在等待苹果发布兼容5G的iPhone,普遍认为这将导致升级的超级周期。不幸的是,这可能会在短期内导致股票失败,就像我们在第四季度的结果中看到的那样。5G iPhone的超级周期今年iPhone的发布比去年晚了很多,其中两款新机型要到11月才上市,而且供应紧张。如果iPhone第一财季的营收达不到预期,该公司股票可能会遭到抛售,尽管该公司的其他业务最近表现相当不错。如下图所示,华尔街目前预计这一时期的收入将达到1019.4亿美元,目前华尔街预期的平均收入达到了苹果历史的最高水平。这不仅将预示苹果将创下新的季度营收纪录,还将比去年第一季度创下的营收纪录增长11%。卫生事件不会很快消失,美国的第二项刺激法案也没有进展。全球各地的许多商店再次关闭,这可能会迫使苹果再次关闭许多商店。这可能会对消费者的销售造成轻微压力,这些消费者通常会在购买前到苹果专卖店试用产品。唯一的好消息是,目前美元走弱,这将为国际收入转换回损益表提供有利条件。之所以提到这些短期项目,是因为苹果不是一个短期故事。投资者看到的不是像Zoom Video (ZM.US)或Netflix (NFLX.US)这样的公司会因卫生事件而出现短期业务激增。iPhone 5G的故事将在未来几个季度甚至几年内上演。随着越来越多的手机升级,苹果还将销售大量的附加设备,如AirPods,或Apple TV+或音乐等服务。本财年的收入预计将在未来几年实现良好增长,如下图所示,因此一个季度的业绩不会决定该品牌的未来。公司强劲的盈利能力也将带来巨大的自由现金流,从而形成世界上最好的资本回报计划。长期标的最后,苹果的投资者应该设法过滤掉一些短期噪音。大型机构出售可能很容易获利了结,并可能在几个月后的下一次更新持仓数据时出现逆转。人们对5G 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href=\"https://laohu8.com/S/NCLH\">$挪威邮轮(NCLH)$</a>到现在这个位置,很多做多的兄弟姐妹觉得行情差不多了,就到这儿了,要下车了。那么我想问一下:你会炒股吗?你知道一个技术指标叫“主升浪”吗?我负责地告诉你,从现在开始,这只股票要进入“主升浪”,高点大概率在下周,在30~40之间的可能性大,我猜测在35.5$左右,然后会进入区间震荡状态,两个炒作点分别是邮轮复航和疫苗投入规模化应用。我们拭目以待,仅供参考!不接受反驳和质疑!","text":"$挪威邮轮(NCLH)$到现在这个位置,很多做多的兄弟姐妹觉得行情差不多了,就到这儿了,要下车了。那么我想问一下:你会炒股吗?你知道一个技术指标叫“主升浪”吗?我负责地告诉你,从现在开始,这只股票要进入“主升浪”,高点大概率在下周,在30~40之间的可能性大,我猜测在35.5$左右,然后会进入区间震荡状态,两个炒作点分别是邮轮复航和疫苗投入规模化应用。我们拭目以待,仅供参考!不接受反驳和质疑!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":72,"commentSize":45,"repostSize":1,"link":"https://laohu8.com/post/958718918","isVote":1,"tweetType":1,"viewCount":15532,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485459595757399","authorId":"3485459595757399","name":"上善若水_4090","avatar":"https://static.tigerbbs.com/6cf4ab95ca38ed43d480df965e22ad7c","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3485459595757399","idStr":"3485459595757399"},"content":"你说的很有道理,虽然我听不懂 [流泪]炒股讲究落袋为安,况且如果都是照本宣科的谈技术指标,那岂不是会的人都发财了?股市瞬息万变,就算会算命的大师也不敢保证明天会是什么走势","text":"你说的很有道理,虽然我听不懂 [流泪]炒股讲究落袋为安,况且如果都是照本宣科的谈技术指标,那岂不是会的人都发财了?股市瞬息万变,就算会算命的大师也不敢保证明天会是什么走势","html":"你说的很有道理,虽然我听不懂 [流泪]炒股讲究落袋为安,况且如果都是照本宣科的谈技术指标,那岂不是会的人都发财了?股市瞬息万变,就算会算命的大师也不敢保证明天会是什么走势"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":950799744,"gmtCreate":1589511901788,"gmtModify":1704190148074,"author":{"id":"3455503922995271","authorId":"3455503922995271","name":"虎啸山川","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3455503922995271","idStr":"3455503922995271"},"themes":[],"title":"挪威邮轮的过去,现状和未来","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NCLH\">$挪威邮轮(NCLH)$</a>挪威邮轮的过去,现状和未来。 过去:1、因为人所共知的原因,疫情突然在船上爆发,在相对狭小封闭的空间,人员更容易互相感染传播,人们对邮轮谈虎色变,导致一个迅猛发展的行业突然崩盘,因为重资产、刚性支出,导致投资者极度忧虑邮轮行业会破产,因而疯狂出逃,以致于发生踩踏,股价更是才不忍睹。然后就开始担心财报业绩。 现在:回到挪威邮轮上来,财报已经出了,在我看来,喜忧参半,基本都在意料之中,不能复航,还得继续烧钱,但是令人安心的是不会破产,安稳渡过困难时期已成定局,因为已经完成融资,官方也已经表态在无收入的情况下,在挺十八个月没问题。 未来:我看好挪威邮轮的未来,理由如下: 1、综合国内外疫苗研发现状表明,疫苗会在9、10月份上市,最晚也会在年底前上市,疫情终会过去。 2、欧美人喜欢邮轮旅游度假的休闲方式不会在几个月内改变,可能到时候还会发生报复性消费。 3、有人会担心经过疫情萧条,很多潜在客户消费不起了,但是这是伪命题,不上船消费就是没有疫情也不会去消费,去消费就不是差钱的人,就和买房子一样。 4、邮轮产业是蓬勃发展的朝阳产业没有变,换句话说,盈利模式没有变。 5、管理团队还是原来稳健的团队也没有变,这保证了复航以后的稳定性。人总会被情绪所左右,在长夜里只会看到黑暗,但黑暗终将过去,曙光已经在召唤,我坚信:疫情过去,邮轮股一定会王者归来,什么也不做,拿好挪威邮轮,等待扬帆起航!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NCLH\">$挪威邮轮(NCLH)$</a>挪威邮轮的过去,现状和未来。 过去:1、因为人所共知的原因,疫情突然在船上爆发,在相对狭小封闭的空间,人员更容易互相感染传播,人们对邮轮谈虎色变,导致一个迅猛发展的行业突然崩盘,因为重资产、刚性支出,导致投资者极度忧虑邮轮行业会破产,因而疯狂出逃,以致于发生踩踏,股价更是才不忍睹。然后就开始担心财报业绩。 现在:回到挪威邮轮上来,财报已经出了,在我看来,喜忧参半,基本都在意料之中,不能复航,还得继续烧钱,但是令人安心的是不会破产,安稳渡过困难时期已成定局,因为已经完成融资,官方也已经表态在无收入的情况下,在挺十八个月没问题。 未来:我看好挪威邮轮的未来,理由如下: 1、综合国内外疫苗研发现状表明,疫苗会在9、10月份上市,最晚也会在年底前上市,疫情终会过去。 2、欧美人喜欢邮轮旅游度假的休闲方式不会在几个月内改变,可能到时候还会发生报复性消费。 3、有人会担心经过疫情萧条,很多潜在客户消费不起了,但是这是伪命题,不上船消费就是没有疫情也不会去消费,去消费就不是差钱的人,就和买房子一样。 4、邮轮产业是蓬勃发展的朝阳产业没有变,换句话说,盈利模式没有变。 5、管理团队还是原来稳健的团队也没有变,这保证了复航以后的稳定性。人总会被情绪所左右,在长夜里只会看到黑暗,但黑暗终将过去,曙光已经在召唤,我坚信:疫情过去,邮轮股一定会王者归来,什么也不做,拿好挪威邮轮,等待扬帆起航!","text":"$挪威邮轮(NCLH)$挪威邮轮的过去,现状和未来。 过去:1、因为人所共知的原因,疫情突然在船上爆发,在相对狭小封闭的空间,人员更容易互相感染传播,人们对邮轮谈虎色变,导致一个迅猛发展的行业突然崩盘,因为重资产、刚性支出,导致投资者极度忧虑邮轮行业会破产,因而疯狂出逃,以致于发生踩踏,股价更是才不忍睹。然后就开始担心财报业绩。 现在:回到挪威邮轮上来,财报已经出了,在我看来,喜忧参半,基本都在意料之中,不能复航,还得继续烧钱,但是令人安心的是不会破产,安稳渡过困难时期已成定局,因为已经完成融资,官方也已经表态在无收入的情况下,在挺十八个月没问题。 未来:我看好挪威邮轮的未来,理由如下: 1、综合国内外疫苗研发现状表明,疫苗会在9、10月份上市,最晚也会在年底前上市,疫情终会过去。 2、欧美人喜欢邮轮旅游度假的休闲方式不会在几个月内改变,可能到时候还会发生报复性消费。 3、有人会担心经过疫情萧条,很多潜在客户消费不起了,但是这是伪命题,不上船消费就是没有疫情也不会去消费,去消费就不是差钱的人,就和买房子一样。 4、邮轮产业是蓬勃发展的朝阳产业没有变,换句话说,盈利模式没有变。 5、管理团队还是原来稳健的团队也没有变,这保证了复航以后的稳定性。人总会被情绪所左右,在长夜里只会看到黑暗,但黑暗终将过去,曙光已经在召唤,我坚信:疫情过去,邮轮股一定会王者归来,什么也不做,拿好挪威邮轮,等待扬帆起航!","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":11,"commentSize":9,"repostSize":2,"link":"https://laohu8.com/post/950799744","isVote":1,"tweetType":1,"viewCount":9103,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530234886222099","authorId":"3530234886222099","name":"Lake_Ross","avatar":"https://static.tigerbbs.com/6768f8aef78be9236983d906249fb2b1","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3530234886222099","idStr":"3530234886222099"},"content":"如果疫苗一年内没研制出来呢。。。","text":"如果疫苗一年内没研制出来呢。。。","html":"如果疫苗一年内没研制出来呢。。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":952904311,"gmtCreate":1591833309333,"gmtModify":1704197170820,"author":{"id":"3455503922995271","authorId":"3455503922995271","name":"虎啸山川","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3455503922995271","idStr":"3455503922995271"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NCLH\">$挪威邮轮(NCLH)$</a>这“狼奔豸突”地逃跑有何必要?可以确定的是:1、邮轮会复航 2、疫苗会应用(年底)。这般狼狈为哪般?[笑哭] ","listText":"<a href=\"https://laohu8.com/S/NCLH\">$挪威邮轮(NCLH)$</a>这“狼奔豸突”地逃跑有何必要?可以确定的是:1、邮轮会复航 2、疫苗会应用(年底)。这般狼狈为哪般?[笑哭] ","text":"$挪威邮轮(NCLH)$这“狼奔豸突”地逃跑有何必要?可以确定的是:1、邮轮会复航 2、疫苗会应用(年底)。这般狼狈为哪般?[笑哭]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":23,"repostSize":0,"link":"https://laohu8.com/post/952904311","isVote":1,"tweetType":1,"viewCount":3673,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523916783795524","authorId":"3523916783795524","name":"国际巨星","avatar":"https://static.tigerbbs.com/f0d02502e7a9073a00c3db1216efdb2a","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3523916783795524","idStr":"3523916783795524"},"content":"你赶紧闭嘴吧。多少人被你所谓的主升浪坑惨了。主升浪没有,主跌浪很浪。","text":"你赶紧闭嘴吧。多少人被你所谓的主升浪坑惨了。主升浪没有,主跌浪很浪。","html":"你赶紧闭嘴吧。多少人被你所谓的主升浪坑惨了。主升浪没有,主跌浪很浪。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927341006,"gmtCreate":1588760610805,"gmtModify":1704178319356,"author":{"id":"3455503922995271","authorId":"3455503922995271","name":"虎啸山川","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3455503922995271","idStr":"3455503922995271"},"themes":[],"htmlText":"$挪威邮轮(NCLH)$ 我为什么买入邮轮股?原因有以下几点:1、邮轮产业属于资本和技术密集型产业,需要投很多钱和专业的管理团队,不是谁想干就能干的。2、邮轮产业属于朝阳产业,而且业绩持续迅猛增长,产业盈利模式没有问题,所以机构不会轻易逃离。3、我认为不会破产,停航没有收入对这个资金需求量大的产业确实压力不小,但是管理层也会想方设法找钱,因为产业盈利模式没有问题,所以能融到资。4、机构深陷其中,也会想尽方法自救,不会认可亏损。5、下跌过程中,因为疫情一定会放大恐惧感,这个时候,机构即使想托市,也会被下跌洪流湮没,不如到底以后扫货,再往上拉。6、再长的夜也会迎来黎明,疫情过去,邮轮股又回王者归来!我们拭目以待!","listText":"$挪威邮轮(NCLH)$ 我为什么买入邮轮股?原因有以下几点:1、邮轮产业属于资本和技术密集型产业,需要投很多钱和专业的管理团队,不是谁想干就能干的。2、邮轮产业属于朝阳产业,而且业绩持续迅猛增长,产业盈利模式没有问题,所以机构不会轻易逃离。3、我认为不会破产,停航没有收入对这个资金需求量大的产业确实压力不小,但是管理层也会想方设法找钱,因为产业盈利模式没有问题,所以能融到资。4、机构深陷其中,也会想尽方法自救,不会认可亏损。5、下跌过程中,因为疫情一定会放大恐惧感,这个时候,机构即使想托市,也会被下跌洪流湮没,不如到底以后扫货,再往上拉。6、再长的夜也会迎来黎明,疫情过去,邮轮股又回王者归来!我们拭目以待!","text":"$挪威邮轮(NCLH)$ 我为什么买入邮轮股?原因有以下几点:1、邮轮产业属于资本和技术密集型产业,需要投很多钱和专业的管理团队,不是谁想干就能干的。2、邮轮产业属于朝阳产业,而且业绩持续迅猛增长,产业盈利模式没有问题,所以机构不会轻易逃离。3、我认为不会破产,停航没有收入对这个资金需求量大的产业确实压力不小,但是管理层也会想方设法找钱,因为产业盈利模式没有问题,所以能融到资。4、机构深陷其中,也会想尽方法自救,不会认可亏损。5、下跌过程中,因为疫情一定会放大恐惧感,这个时候,机构即使想托市,也会被下跌洪流湮没,不如到底以后扫货,再往上拉。6、再长的夜也会迎来黎明,疫情过去,邮轮股又回王者归来!我们拭目以待!","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":10,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/927341006","isVote":1,"tweetType":1,"viewCount":9797,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3513899631032529","idStr":"3513899631032529"},"content":"不要说机构深陷其中!正常机构已经在前一波盈利了,一单跌到筹码区域 跑的比哪个都快","text":"不要说机构深陷其中!正常机构已经在前一波盈利了,一单跌到筹码区域 跑的比哪个都快","html":"不要说机构深陷其中!正常机构已经在前一波盈利了,一单跌到筹码区域 跑的比哪个都快"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433211,"gmtCreate":1552958037111,"gmtModify":1704793543303,"author":{"id":"3455503922995271","authorId":"3455503922995271","name":"虎啸山川","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3455503922995271","idStr":"3455503922995271"},"themes":[],"title":"我为什么看好奥罗拉?","htmlText":"$奥罗拉大麻公司(ACB)$ 1.十月份马上就到来了,加拿大食品饮料添加大麻合法之后,对于大幅提高大麻利润是显而易见的,这必将迎来大麻股的高潮。 2.Trly和CGC都找到了婆家(战略投资者),就奥罗拉大美女还待字闺中,大型食品饮料公司要保证稳定的大麻原料,可以说奥罗拉是不二之选,无需累述。 3.在所有大麻股中,奥罗拉国际化做得是最好的,没有之一,这避免了日后产量达到峰值以后,加拿大市场无法消化的问题。 4.以目前趋势看,墨西哥美国大麻全面合法化已经可以预见,市场之巨大令人惊奇,前景光明,欧盟基本上是美国的小弟,唯美国马首是瞻,亦步亦趋,美国全面合法了,欧盟还远吗? 5.有人担心奥罗拉在扩展过程中,费用消耗巨大,但是极速扩张,不花钱是不现实的,早期投入都可以在发展中解决的。","listText":"$奥罗拉大麻公司(ACB)$ 1.十月份马上就到来了,加拿大食品饮料添加大麻合法之后,对于大幅提高大麻利润是显而易见的,这必将迎来大麻股的高潮。 2.Trly和CGC都找到了婆家(战略投资者),就奥罗拉大美女还待字闺中,大型食品饮料公司要保证稳定的大麻原料,可以说奥罗拉是不二之选,无需累述。 3.在所有大麻股中,奥罗拉国际化做得是最好的,没有之一,这避免了日后产量达到峰值以后,加拿大市场无法消化的问题。 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