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理性投资ok
2020-10-01
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理性投资ok
05-01
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理性投资ok
01-14
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理性投资ok
2023-12-06
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理性投资ok
2023-12-03
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理性投资ok
2023-07-24
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理性投资ok
2022-08-11
hao好
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理性投资ok
2021-07-07
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理性投资ok
2021-03-18
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@交易员Owen:美联储态度改变,市场押注的加息日期推后,整个预期发生了变化,但原油还是出问题了,不出所料,WTI原油
$WTI原油主连(CLmain)$
会出现一波回撤,这可能比我之前预计的小幅回调要大的多,能源类ETF
$能源ETF(XLE)$
要注意及时止损了。 你可能会很纳闷,库存没有大的改变,还在降低库存周期里,经济恢复没有发生变化,说明需求还在走高,关键是增产也没有落实,沙特还在带头减产,怎么搞的原油突然转空了呢? 这有可能跟美国有关,看看这个新闻:https://baijiahao.baidu.com/s?id=1694524249051343147&wfr=spider&for=pc 美国抢了沙特的生意 成为印度的第二大石油供应国。 美国在控原油油价问题上,手段还是很硬的,本身有战略储备,又有政治方面的交涉手段,在中东布局了那么些时间,当然会有影响力,更重要的是,原油触及了长期震荡的价格区域的上沿,如果再往上有利产油国,而不利美国,高油价让美国控通胀,保持美元低位的想法更难实现。这个时候不打压油价,什么时候打? 起码现在有一点可以确定,美国开始出手控油价了,因为另外几波万亿的财政刺激箭在弦上,通胀要温和上涨,不控油价几乎不可能。之前对政治因素估计不足,认为原油还会持续上涨到75以上,现在技术面的变化给我提了个醒,如果WTI持续跌破20日均,很可能就是个空油价的好时候,XLE的持仓也要及时止盈和止损了。
$WTI原油主连(CLmain)$
理性投资ok
2020-11-10
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理性投资ok
2020-11-10
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@FinMelon:浅析蚂蚁是如何缔造2.1万亿的金融帝国
理性投资ok
2020-11-10
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理性投资ok
2020-10-23
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href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a> 会出现一波回撤,这可能比我之前预计的小幅回调要大的多,能源类ETF<a href=\"https://laohu8.com/S/XLE\">$能源ETF(XLE)$</a> 要注意及时止损了。 你可能会很纳闷,库存没有大的改变,还在降低库存周期里,经济恢复没有发生变化,说明需求还在走高,关键是增产也没有落实,沙特还在带头减产,怎么搞的原油突然转空了呢? 这有可能跟美国有关,看看这个新闻:https://baijiahao.baidu.com/s?id=1694524249051343147&wfr=spider&for=pc 美国抢了沙特的生意 成为印度的第二大石油供应国。 美国在控原油油价问题上,手段还是很硬的,本身有战略储备,又有政治方面的交涉手段,在中东布局了那么些时间,当然会有影响力,更重要的是,原油触及了长期震荡的价格区域的上沿,如果再往上有利产油国,而不利美国,高油价让美国控通胀,保持美元低位的想法更难实现。这个时候不打压油价,什么时候打? 起码现在有一点可以确定,美国开始出手控油价了,因为另外几波万亿的财政刺激箭在弦上,通胀要温和上涨,不控油价几乎不可能。之前对政治因素估计不足,认为原油还会持续上涨到75以上,现在技术面的变化给我提了个醒,如果WTI持续跌破20日均,很可能就是个空油价的好时候,XLE的持仓也要及时止盈和止损了。 <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a> ","listText":"美联储态度改变,市场押注的加息日期推后,整个预期发生了变化,但原油还是出问题了,不出所料,WTI原油<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a> 会出现一波回撤,这可能比我之前预计的小幅回调要大的多,能源类ETF<a href=\"https://laohu8.com/S/XLE\">$能源ETF(XLE)$</a> 要注意及时止损了。 你可能会很纳闷,库存没有大的改变,还在降低库存周期里,经济恢复没有发生变化,说明需求还在走高,关键是增产也没有落实,沙特还在带头减产,怎么搞的原油突然转空了呢? 这有可能跟美国有关,看看这个新闻:https://baijiahao.baidu.com/s?id=1694524249051343147&wfr=spider&for=pc 美国抢了沙特的生意 成为印度的第二大石油供应国。 美国在控原油油价问题上,手段还是很硬的,本身有战略储备,又有政治方面的交涉手段,在中东布局了那么些时间,当然会有影响力,更重要的是,原油触及了长期震荡的价格区域的上沿,如果再往上有利产油国,而不利美国,高油价让美国控通胀,保持美元低位的想法更难实现。这个时候不打压油价,什么时候打? 起码现在有一点可以确定,美国开始出手控油价了,因为另外几波万亿的财政刺激箭在弦上,通胀要温和上涨,不控油价几乎不可能。之前对政治因素估计不足,认为原油还会持续上涨到75以上,现在技术面的变化给我提了个醒,如果WTI持续跌破20日均,很可能就是个空油价的好时候,XLE的持仓也要及时止盈和止损了。 <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a> ","text":"美联储态度改变,市场押注的加息日期推后,整个预期发生了变化,但原油还是出问题了,不出所料,WTI原油$WTI原油主连(CLmain)$ 会出现一波回撤,这可能比我之前预计的小幅回调要大的多,能源类ETF$能源ETF(XLE)$ 要注意及时止损了。 你可能会很纳闷,库存没有大的改变,还在降低库存周期里,经济恢复没有发生变化,说明需求还在走高,关键是增产也没有落实,沙特还在带头减产,怎么搞的原油突然转空了呢? 这有可能跟美国有关,看看这个新闻:https://baijiahao.baidu.com/s?id=1694524249051343147&wfr=spider&for=pc 美国抢了沙特的生意 成为印度的第二大石油供应国。 美国在控原油油价问题上,手段还是很硬的,本身有战略储备,又有政治方面的交涉手段,在中东布局了那么些时间,当然会有影响力,更重要的是,原油触及了长期震荡的价格区域的上沿,如果再往上有利产油国,而不利美国,高油价让美国控通胀,保持美元低位的想法更难实现。这个时候不打压油价,什么时候打? 起码现在有一点可以确定,美国开始出手控油价了,因为另外几波万亿的财政刺激箭在弦上,通胀要温和上涨,不控油价几乎不可能。之前对政治因素估计不足,认为原油还会持续上涨到75以上,现在技术面的变化给我提了个醒,如果WTI持续跌破20日均,很可能就是个空油价的好时候,XLE的持仓也要及时止盈和止损了。 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你可能会很纳闷,库存没有大的改变,还在降低库存周期里,经济恢复没有发生变化,说明需求还在走高,关键是增产也没有落实,沙特还在带头减产,怎么搞的原油突然转空了呢? 这有可能跟美国有关,看看这个新闻:https://baijiahao.baidu.com/s?id=1694524249051343147&wfr=spider&for=pc 美国抢了沙特的生意 成为印度的第二大石油供应国。 美国在控原油油价问题上,手段还是很硬的,本身有战略储备,又有政治方面的交涉手段,在中东布局了那么些时间,当然会有影响力,更重要的是,原油触及了长期震荡的价格区域的上沿,如果再往上有利产油国,而不利美国,高油价让美国控通胀,保持美元低位的想法更难实现。这个时候不打压油价,什么时候打? 起码现在有一点可以确定,美国开始出手控油价了,因为另外几波万亿的财政刺激箭在弦上,通胀要温和上涨,不控油价几乎不可能。之前对政治因素估计不足,认为原油还会持续上涨到75以上,现在技术面的变化给我提了个醒,如果WTI持续跌破20日均,很可能就是个空油价的好时候,XLE的持仓也要及时止盈和止损了。 <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a> ","text":"美联储态度改变,市场押注的加息日期推后,整个预期发生了变化,但原油还是出问题了,不出所料,WTI原油$WTI原油主连(CLmain)$ 会出现一波回撤,这可能比我之前预计的小幅回调要大的多,能源类ETF$能源ETF(XLE)$ 要注意及时止损了。 你可能会很纳闷,库存没有大的改变,还在降低库存周期里,经济恢复没有发生变化,说明需求还在走高,关键是增产也没有落实,沙特还在带头减产,怎么搞的原油突然转空了呢? 这有可能跟美国有关,看看这个新闻:https://baijiahao.baidu.com/s?id=1694524249051343147&wfr=spider&for=pc 美国抢了沙特的生意 成为印度的第二大石油供应国。 美国在控原油油价问题上,手段还是很硬的,本身有战略储备,又有政治方面的交涉手段,在中东布局了那么些时间,当然会有影响力,更重要的是,原油触及了长期震荡的价格区域的上沿,如果再往上有利产油国,而不利美国,高油价让美国控通胀,保持美元低位的想法更难实现。这个时候不打压油价,什么时候打? 起码现在有一点可以确定,美国开始出手控油价了,因为另外几波万亿的财政刺激箭在弦上,通胀要温和上涨,不控油价几乎不可能。之前对政治因素估计不足,认为原油还会持续上涨到75以上,现在技术面的变化给我提了个醒,如果WTI持续跌破20日均,很可能就是个空油价的好时候,XLE的持仓也要及时止盈和止损了。 $WTI原油主连(CLmain)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327015038","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305233725,"gmtCreate":1604983745167,"gmtModify":1703835581739,"author":{"id":"3455717605005568","authorId":"3455717605005568","name":"理性投资ok","avatar":"https://static.laohu8.com/dde93fd1c530092e335a1d7bbc04bfeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455717605005568","authorIdStr":"3455717605005568"},"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/305233725","repostId":"305643750","repostType":1,"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305233221,"gmtCreate":1604983697963,"gmtModify":1703835581395,"author":{"id":"3455717605005568","authorId":"3455717605005568","name":"理性投资ok","avatar":"https://static.laohu8.com/dde93fd1c530092e335a1d7bbc04bfeb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455717605005568","authorIdStr":"3455717605005568"},"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/305233221","repostId":"308682081","repostType":1,"repost":{"id":308682081,"gmtCreate":1603964490843,"gmtModify":1715024780366,"author":{"id":"3494295154959832","authorId":"3494295154959832","name":"FinMelon","avatar":"https://static.tigerbbs.com/eef68a536f68680437ea6627d1d64b6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494295154959832","authorIdStr":"3494295154959832"},"themes":[],"title":"浅析蚂蚁是如何缔造2.1万亿的金融帝国","htmlText":"先说一下蚂蚁集团有哪些业务板块吧。一,支付和商务服务。这块业务已经趋于稳定了,目前支付宝的MAU接近8亿(根据QuestMobile中国移动互联网2020半年大报告显示,2020年6月支付宝MAU超7.3亿),主要提供了一个流量入口,基本涵盖了我们生活中所有的消费场景,像天猫、淘宝、饿了么、盒马,飞猪,口碑,电影,演出,公交地铁,衣食住行等等。数据源自:QuestMobile根据艾瑞咨询中国第三方支付行业研究报告,2016一季度至2019年一季度,线上电商支付的交易规模从9654亿元增长到了19820.9亿元,增长了105.3%,而同时期线下扫码支付的交易规模从830亿元增长到了73805.3亿元,增长了8792.2%。而支付宝在这块业务的占比达到了惊人的54.4%!财付通略低,占比39.4%。数据源自艾瑞咨询数据源自艾瑞咨询支付宝2019年总交易额大约23万亿。但是其实这块业务并不是赚钱的业务,因为综合费率的话只有0.2%-0.6%,目前是全球最低;像美国的Paypal和eBay,他们的综合费率在3%以上,还要加上0.3美金的固定费用(真TM的贵)。这块业务的增速,每年大概在10%左右。数据源自支付宝官网数据源自eBay官网二,微贷业务。其实真正的利润点是微贷业务(小额信用贷款),目前微贷业务有两块,截至2020年6月30日,花呗和借呗的用户大约有5亿;花呗最厉害的地方在于他背靠支付,拥有超强的消费粘性。目前主要针对的是无信用卡人群,90后占了一大半,估计00后、10后就没人办信用卡了。有人说借呗的核心竞争力在于利率低和放款条件低,其实这些都只是表象。花呗和借呗真正的核心竞争力是依托于大数据征信下的风控体系。像借呗的逾期率啊能控制在1%以内,要远低于其他消费金融的2.6%。这块业务贡献了蚂蚁集团50%以上的利润,未来还会保持20%的增速。数据源自蚂蚁集团招股书三,理财科技","listText":"先说一下蚂蚁集团有哪些业务板块吧。一,支付和商务服务。这块业务已经趋于稳定了,目前支付宝的MAU接近8亿(根据QuestMobile中国移动互联网2020半年大报告显示,2020年6月支付宝MAU超7.3亿),主要提供了一个流量入口,基本涵盖了我们生活中所有的消费场景,像天猫、淘宝、饿了么、盒马,飞猪,口碑,电影,演出,公交地铁,衣食住行等等。数据源自:QuestMobile根据艾瑞咨询中国第三方支付行业研究报告,2016一季度至2019年一季度,线上电商支付的交易规模从9654亿元增长到了19820.9亿元,增长了105.3%,而同时期线下扫码支付的交易规模从830亿元增长到了73805.3亿元,增长了8792.2%。而支付宝在这块业务的占比达到了惊人的54.4%!财付通略低,占比39.4%。数据源自艾瑞咨询数据源自艾瑞咨询支付宝2019年总交易额大约23万亿。但是其实这块业务并不是赚钱的业务,因为综合费率的话只有0.2%-0.6%,目前是全球最低;像美国的Paypal和eBay,他们的综合费率在3%以上,还要加上0.3美金的固定费用(真TM的贵)。这块业务的增速,每年大概在10%左右。数据源自支付宝官网数据源自eBay官网二,微贷业务。其实真正的利润点是微贷业务(小额信用贷款),目前微贷业务有两块,截至2020年6月30日,花呗和借呗的用户大约有5亿;花呗最厉害的地方在于他背靠支付,拥有超强的消费粘性。目前主要针对的是无信用卡人群,90后占了一大半,估计00后、10后就没人办信用卡了。有人说借呗的核心竞争力在于利率低和放款条件低,其实这些都只是表象。花呗和借呗真正的核心竞争力是依托于大数据征信下的风控体系。像借呗的逾期率啊能控制在1%以内,要远低于其他消费金融的2.6%。这块业务贡献了蚂蚁集团50%以上的利润,未来还会保持20%的增速。数据源自蚂蚁集团招股书三,理财科技","text":"先说一下蚂蚁集团有哪些业务板块吧。一,支付和商务服务。这块业务已经趋于稳定了,目前支付宝的MAU接近8亿(根据QuestMobile中国移动互联网2020半年大报告显示,2020年6月支付宝MAU超7.3亿),主要提供了一个流量入口,基本涵盖了我们生活中所有的消费场景,像天猫、淘宝、饿了么、盒马,飞猪,口碑,电影,演出,公交地铁,衣食住行等等。数据源自:QuestMobile根据艾瑞咨询中国第三方支付行业研究报告,2016一季度至2019年一季度,线上电商支付的交易规模从9654亿元增长到了19820.9亿元,增长了105.3%,而同时期线下扫码支付的交易规模从830亿元增长到了73805.3亿元,增长了8792.2%。而支付宝在这块业务的占比达到了惊人的54.4%!财付通略低,占比39.4%。数据源自艾瑞咨询数据源自艾瑞咨询支付宝2019年总交易额大约23万亿。但是其实这块业务并不是赚钱的业务,因为综合费率的话只有0.2%-0.6%,目前是全球最低;像美国的Paypal和eBay,他们的综合费率在3%以上,还要加上0.3美金的固定费用(真TM的贵)。这块业务的增速,每年大概在10%左右。数据源自支付宝官网数据源自eBay官网二,微贷业务。其实真正的利润点是微贷业务(小额信用贷款),目前微贷业务有两块,截至2020年6月30日,花呗和借呗的用户大约有5亿;花呗最厉害的地方在于他背靠支付,拥有超强的消费粘性。目前主要针对的是无信用卡人群,90后占了一大半,估计00后、10后就没人办信用卡了。有人说借呗的核心竞争力在于利率低和放款条件低,其实这些都只是表象。花呗和借呗真正的核心竞争力是依托于大数据征信下的风控体系。像借呗的逾期率啊能控制在1%以内,要远低于其他消费金融的2.6%。这块业务贡献了蚂蚁集团50%以上的利润,未来还会保持20%的增速。数据源自蚂蚁集团招股书三,理财科技","images":[{"img":"https://static.tigerbbs.com/ce83362daad81e0966413ccc3a2fb920","width":"688","height":"286"},{"img":"https://static.tigerbbs.com/8c6e2fe7c49dc0a50e8e24d1140d5fec","width":"674","height":"601"},{"img":"https://static.tigerbbs.com/9765c2a6e7f8be9f85ff5b7004c7afd2","width":"688","height":"159"}],"top":1,"highlighted":2,"essential":2,"paper":2,"like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