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锋aaa
06-17
。。。。
锋aaa
2022-04-04
1
@全球投资:近日,特斯拉宣布要进行股票分割,已通过董事会批准,等待股东大会决议。主流媒体对此的解读,经常被误解成现金分红。批评家认为这种行为是掩盖上海工厂停工对股价的影响。但时间是好公司最好的朋友,会为特斯拉说明一切。
锋aaa
2022-03-04
$Sea Ltd(SE)$
还我钱,我不玩了[流泪]
锋aaa
2022-02-23
1
@石头:2022Q4英伟达财报 | 净利大涨 股价反跌?
锋aaa
2022-02-08
1
抱歉,原内容已删除
锋aaa
2022-02-02
1
@贝拉聊财金: ⚠️ 高盛警告, 美国经济增长将“急剧减速”!追高买入!!!超级重大利好,谷歌(GOOG GOOGL) 拆股!!!UPS 财报后更新.
锋aaa
2022-02-02
1
抱歉,原内容已删除
锋aaa
2022-01-28
厉害👍
@石头:21Q4奈飞财报分析 | 股价暴跌带来的估值思考
锋aaa
2022-01-27
$阿里巴巴-SW(09988)$
公共事业股了?
锋aaa
2022-01-19
这篇文章不错,转发给大家看看
@猛虎财经:2022 年美股重点关注的十大成长股(下)
锋aaa
2021-12-03
这篇文章不错,转发给大家看看
@贝拉聊财金: 🌟 🌟 【美股后续沙盘推演... 】市场上蹿下跳... ... 抄底还是逃命... ... ?
锋aaa
2021-12-01
这篇文章不错,转发给大家看看
@贝拉聊财金: 🔥第583期:除了疫情,还有啥会发生,市场焦点... ➟ ➠美股会不会进入熊市?➟ ➠ 一个潜在机会... ... 市场阶段性太难,应对的办法也比较简单,不要在动荡中追高,不要在绝望中割肉是基本要素。一个短线的简单判断标准: 基本面分析当然有用,故事讲得动听的股,基本面经得起推敲的公司,在行情起爆的时候能够更有力度,符合这些标准的个股有个简单判断 ...
锋aaa
2021-11-27
这篇文章不错,转发给大家看看
@小虎访谈:【虎友访谈】老铁科技说:阿里不贵,当前依然具备投资价值!
锋aaa
2021-11-27
这篇文章不错,转发给大家看看
@贝拉聊财金: 💥 💥 暴跌!何去何从??➟ ➠ 买入6支股票!➟ ➠ 接飞刀视频...逆市而行,刀口舔血... 】股市中存在各大武林流派,学术流派,绘画画派,各种风格。个人并不想自作聪明去提示别人在股市下跌中,逆市而行,刀口舔血。这里只是分享 ...
锋aaa
2021-11-14
这篇文章不错,转发给大家看看
@贝拉聊财金: 📈 📉 📊 第574期:个股速递:Tesla ~ Rivian~谷歌(GOOG)~ 加拿大鹅(GOOS)Beyond Meat (bynd)可以抄底吗?
锋aaa
2021-10-29
这篇文章不错,转发给大家看看
抱歉,原内容已删除
锋aaa
2021-07-22
$SOS Limited(SOS)$
吃肉吧
锋aaa
2021-07-22
这篇文章不错,转发给大家看看
@投资小达人:全方位的去了解小米集团这家公司,看看它是不是值得投资?
锋aaa
2021-07-11
这篇文章不错,转发给大家看看
@贝拉聊财金: 第494期:💥💥【焦点】美股 芯片行业 整体走势!➟ ➠ 电动三兄弟~➟ ➠ BRK-B 更新... ... ➟ ➠ 注意!...中概股新政策来了,怎么看... ... ?影响和后续... ... ?
锋aaa
2021-07-09
这篇文章不错,转发给大家看看
@老特资本:港美中概股“大崩盘”!老特怎么看?
去老虎APP查看更多动态
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| 净利大涨 股价反跌?","htmlText":"大家好,我是石头。今天跟大家聊一聊发生在<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 身上奇怪的事情:2022年2月17日,英伟达公布2022财年第四季度财报(2022Q4),年净利润同比增长125%,季度比去年同期增长53%,比第三季度增长8%。单看财报,这份财报已经是想到不错了,可是怎么在财报公布后开盘就跌掉了4%,截止在北京时间2022年2月18日早上,美国市场收盘,公司股价更是下跌了7.56%,公司到底发生了什么事?还是说财报中隐藏着某些信息我们没能读出来呢?注:英伟达计算财年周期方式与其他公司不同,在财报中显示为2022年Q4季度,而不是2021年Q4季度,请大家注意,涉及到此数据的并不算笔误。2022年市场妖事不断,财报还好结果股价下跌的事情并非只发生了一次。于是很多声音在说“杀估值”引起,这是科技股的共性,但实际上我们可以看到同为科技股,并且是巨巨巨巨无霸的<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 并未出现此现象,财报后涨了7%,同样<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 也是如此。根据英伟达日K线的走势,股价属于开盘直接泄了,而且全天几乎被狠狠的按在了-7%这个位置,纳斯达克当天下跌2.88%,标普500下跌2.12%,英伟达的走势可算是大幅度跑输大盘,如果说是大盘拖累,那也不能跌这么多呀,是不是感觉有点不科学?这种奇怪的跌幅给很多持股朋友都打的脑瓜子嗡嗡的,一脸“摸不着头脑”的表情,说好了的“财报好就上去,财报差就下来”呢,怎么财报好还是下来了呢?下面我们","listText":"大家好,我是石头。今天跟大家聊一聊发生在<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 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身上奇怪的事情:2022年2月17日,英伟达公布2022财年第四季度财报(2022Q4),年净利润同比增长125%,季度比去年同期增长53%,比第三季度增长8%。单看财报,这份财报已经是想到不错了,可是怎么在财报公布后开盘就跌掉了4%,截止在北京时间2022年2月18日早上,美国市场收盘,公司股价更是下跌了7.56%,公司到底发生了什么事?还是说财报中隐藏着某些信息我们没能读出来呢?注:英伟达计算财年周期方式与其他公司不同,在财报中显示为2022年Q4季度,而不是2021年Q4季度,请大家注意,涉及到此数据的并不算笔误。2022年市场妖事不断,财报还好结果股价下跌的事情并非只发生了一次。于是很多声音在说“杀估值”引起,这是科技股的共性,但实际上我们可以看到同为科技股,并且是巨巨巨巨无霸的$苹果(AAPL)$ 并未出现此现象,财报后涨了7%,同样$谷歌(GOOG)$ 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| 股价暴跌带来的估值思考","htmlText":"大家好,对于长期持股的投资者来说,几乎转眼之间就到了2021Q4财报季了,也终于可以为2021年画上句号。只是有些公司2021年的句号画的有点惨,就如今天来分析的<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> ,就是其中之一。奈飞这家公司,我之前写过几次财报分析: 《<a href=\"https://www.laohu8.com/post/172041314\" target=\"_blank\">2021Q2财报 | 奈飞增长放缓,只得另辟蹊径!</a>》 《<a href=\"https://www.laohu8.com/post/859231567\" target=\"_blank\">2021Q3财报 | 鱿鱼游戏之后,奈飞还有什么?</a>》 这两份财报中都透露出我对于奈飞这类高增长的公司忧虑,即便我看好其短期股价,甚至在Q3财报分析的时候,推演奈飞股价会冲到最高700美金后出现回落至支撑的判断,因此虽然我一直关注着奈飞的财报和股价走势,但至今也没有入手过奈飞的股票。北京时间2022年1月21日星期五,奈飞公司公布了2021Q4财报,财报公布后,股价应声下跌,当日跌幅达到了21.79%,让很多投资者直接蒙圈,不禁发问奈飞到底怎么了?曾经被许多流媒体公司视为标杆的奈飞,难道一夜之间就萎靡不振了吗?奈飞财报公布后,我没有在第一时间跳出写分析文章,蹭热度来分析奈飞出现财报后暴跌的原因,反复读了几遍奈飞的财报和给股东的信,思考到底该用何种发放可以对科技公司进行估值;最近跟朋友们迷恋上《并购(Acquire)》这个桌游,在游戏里朋友调侃我对有些增长快速的公司视而不见,而我开玩笑调侃他们举棋不定、来回摇摆,真的像极了咱们股票市场。最后经过数次博弈,我没拿过第一,但是稳定位居第二,而第一名则是来","listText":"大家好,对于长期持股的投资者来说,几乎转眼之间就到了2021Q4财报季了,也终于可以为2021年画上句号。只是有些公司2021年的句号画的有点惨,就如今天来分析的<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> ,就是其中之一。奈飞这家公司,我之前写过几次财报分析: 《<a href=\"https://www.laohu8.com/post/172041314\" target=\"_blank\">2021Q2财报 | 奈飞增长放缓,只得另辟蹊径!</a>》 《<a href=\"https://www.laohu8.com/post/859231567\" target=\"_blank\">2021Q3财报 | 鱿鱼游戏之后,奈飞还有什么?</a>》 这两份财报中都透露出我对于奈飞这类高增长的公司忧虑,即便我看好其短期股价,甚至在Q3财报分析的时候,推演奈飞股价会冲到最高700美金后出现回落至支撑的判断,因此虽然我一直关注着奈飞的财报和股价走势,但至今也没有入手过奈飞的股票。北京时间2022年1月21日星期五,奈飞公司公布了2021Q4财报,财报公布后,股价应声下跌,当日跌幅达到了21.79%,让很多投资者直接蒙圈,不禁发问奈飞到底怎么了?曾经被许多流媒体公司视为标杆的奈飞,难道一夜之间就萎靡不振了吗?奈飞财报公布后,我没有在第一时间跳出写分析文章,蹭热度来分析奈飞出现财报后暴跌的原因,反复读了几遍奈飞的财报和给股东的信,思考到底该用何种发放可以对科技公司进行估值;最近跟朋友们迷恋上《并购(Acquire)》这个桌游,在游戏里朋友调侃我对有些增长快速的公司视而不见,而我开玩笑调侃他们举棋不定、来回摇摆,真的像极了咱们股票市场。最后经过数次博弈,我没拿过第一,但是稳定位居第二,而第一名则是来","text":"大家好,对于长期持股的投资者来说,几乎转眼之间就到了2021Q4财报季了,也终于可以为2021年画上句号。只是有些公司2021年的句号画的有点惨,就如今天来分析的$奈飞(NFLX)$ ,就是其中之一。奈飞这家公司,我之前写过几次财报分析: 《2021Q2财报 | 奈飞增长放缓,只得另辟蹊径!》 《2021Q3财报 | 鱿鱼游戏之后,奈飞还有什么?》 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href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>公共事业股了?","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>公共事业股了?","text":"$阿里巴巴-SW(09988)$公共事业股了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639603731","isVote":1,"tweetType":1,"viewCount":3621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697436153,"gmtCreate":1642556043060,"gmtModify":1642556043060,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"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/697436153","repostId":"697438651","repostType":1,"repost":{"id":697438651,"gmtCreate":1642555590882,"gmtModify":1642643206691,"author":{"id":"3480981608385315","authorId":"3480981608385315","name":"猛虎财经","avatar":"https://static.tigerbbs.com/5f4cecdb84af1583ad2d12f02487a5e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480981608385315","authorIdStr":"3480981608385315"},"themes":[],"title":"2022 年美股重点关注的十大成长股(下)","htmlText":"摘要:2021年已经过去了,回顾过去的一年,成长股惨不忍睹,一些成长股跌出了黄金坑。2021 年不得不说是投资很艰难的一年,如果你跑赢了大盘,那么恭喜你你跑赢了大部分投资者。但苹果、微软、英伟达、谷歌几大科技巨头却屡创新高,和成长股相比目前巨头的估值依然不高,2022年拥抱科技巨头不失为一个好的策略,大家可以关注我之前的文章《2022 年重点关注的十只成长股》。展望2022年,美股仍将面临疫情反复以及过快加息两大主要风险,在风险面前,成长股面临承压,但是一旦市场行情恢复,成长股终将价值回归。下面我列出2022年我看好的十大成长股,排名不分先后。怎么选择成长股?著名大师费雪在《怎样选择成长股》这本书对于买入股票给出了最直接的三个 “标准”。他非常强调公司的管理,这点容易被市场忽略;他认为最佳买入点应该是在 “盈余即将大幅度改善,但盈余增加的展望还没有推升该公司的股票价格时;由于市场的原因导致的股价大幅下跌,也是买进优质股的好时机。由于本文篇幅过大,我将分为上中下,依次介绍。本文将是我《2022年重点关注的十大成长股》最后一篇,如果对于其他成长股感兴趣的朋友可以翻看下方链接:<a href=\"https://www.laohu8.com/post/697099731\" target=\"_blank\">2022 年重点关注的十只成长股(上) </a><a href=\"https://www.laohu8.com/post/697013850\" target=\"_blank\">2022 年重点关注的十只成长股(中) </a>Roblox<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> Roblox成立于2004年,是世界上最大的多人在线游","listText":"摘要:2021年已经过去了,回顾过去的一年,成长股惨不忍睹,一些成长股跌出了黄金坑。2021 年不得不说是投资很艰难的一年,如果你跑赢了大盘,那么恭喜你你跑赢了大部分投资者。但苹果、微软、英伟达、谷歌几大科技巨头却屡创新高,和成长股相比目前巨头的估值依然不高,2022年拥抱科技巨头不失为一个好的策略,大家可以关注我之前的文章《2022 年重点关注的十只成长股》。展望2022年,美股仍将面临疫情反复以及过快加息两大主要风险,在风险面前,成长股面临承压,但是一旦市场行情恢复,成长股终将价值回归。下面我列出2022年我看好的十大成长股,排名不分先后。怎么选择成长股?著名大师费雪在《怎样选择成长股》这本书对于买入股票给出了最直接的三个 “标准”。他非常强调公司的管理,这点容易被市场忽略;他认为最佳买入点应该是在 “盈余即将大幅度改善,但盈余增加的展望还没有推升该公司的股票价格时;由于市场的原因导致的股价大幅下跌,也是买进优质股的好时机。由于本文篇幅过大,我将分为上中下,依次介绍。本文将是我《2022年重点关注的十大成长股》最后一篇,如果对于其他成长股感兴趣的朋友可以翻看下方链接:<a href=\"https://www.laohu8.com/post/697099731\" target=\"_blank\">2022 年重点关注的十只成长股(上) </a><a href=\"https://www.laohu8.com/post/697013850\" target=\"_blank\">2022 年重点关注的十只成长股(中) </a>Roblox<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> Roblox成立于2004年,是世界上最大的多人在线游","text":"摘要:2021年已经过去了,回顾过去的一年,成长股惨不忍睹,一些成长股跌出了黄金坑。2021 年不得不说是投资很艰难的一年,如果你跑赢了大盘,那么恭喜你你跑赢了大部分投资者。但苹果、微软、英伟达、谷歌几大科技巨头却屡创新高,和成长股相比目前巨头的估值依然不高,2022年拥抱科技巨头不失为一个好的策略,大家可以关注我之前的文章《2022 年重点关注的十只成长股》。展望2022年,美股仍将面临疫情反复以及过快加息两大主要风险,在风险面前,成长股面临承压,但是一旦市场行情恢复,成长股终将价值回归。下面我列出2022年我看好的十大成长股,排名不分先后。怎么选择成长股?著名大师费雪在《怎样选择成长股》这本书对于买入股票给出了最直接的三个 “标准”。他非常强调公司的管理,这点容易被市场忽略;他认为最佳买入点应该是在 “盈余即将大幅度改善,但盈余增加的展望还没有推升该公司的股票价格时;由于市场的原因导致的股价大幅下跌,也是买进优质股的好时机。由于本文篇幅过大,我将分为上中下,依次介绍。本文将是我《2022年重点关注的十大成长股》最后一篇,如果对于其他成长股感兴趣的朋友可以翻看下方链接:2022 年重点关注的十只成长股(上) 2022 年重点关注的十只成长股(中) Roblox$Roblox Corporation(RBLX)$ Roblox成立于2004年,是世界上最大的多人在线游","images":[{"img":"https://static.tigerbbs.com/e0dedba00a16672714d3e9416bdad7b6","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/7e05a7d16088963183b4b592c505fc0d","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/bff08febdb5dc0bc2d1ad05e64c4c13d","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697438651","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601816379,"gmtCreate":1638507335377,"gmtModify":1638507335377,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"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/601816379","repostId":"601895601","repostType":1,"repost":{"id":601895601,"gmtCreate":1638505082097,"gmtModify":1638506778907,"author":{"id":"9000000000000112","authorId":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000112","authorIdStr":"9000000000000112"},"themes":[],"title":"","htmlText":"\n \n \n 🌟 🌟 【美股后续沙盘推演... 】市场上蹿下跳... ... 抄底还是逃命... ... ?\n \n","listText":"🌟 🌟 【美股后续沙盘推演... 】市场上蹿下跳... ... 抄底还是逃命... ... ?","text":"🌟 🌟 【美股后续沙盘推演... 】市场上蹿下跳... ... 抄底还是逃命... ... ?","images":[{"img":"https://static.tigerbbs.com/fa4736d00c2acb80703ab45c78f69835","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601895601","isVote":1,"tweetType":2,"object":{"id":"c4b19d5cd77b49bcaaba1ab8d64b50a8","tweetId":"601895601","title":"🌟 🌟 【美股后续沙盘推演... 】市场上蹿下跳... ... 抄底还是逃命... ... ?","videoUrl":"http://v.tigerbbs.com/16385050788398aac710f2abbc52d8cae3ce149ce62b5.mp4","poster":"https://static.tigerbbs.com/fa4736d00c2acb80703ab45c78f69835","shareLink":"http://v.tigerbbs.com/16385050788398aac710f2abbc52d8cae3ce149ce62b5.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609455450,"gmtCreate":1638320232820,"gmtModify":1638320232820,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"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/609455450","repostId":"609851485","repostType":1,"repost":{"id":609851485,"gmtCreate":1638268110244,"gmtModify":1638302409483,"author":{"id":"9000000000000112","authorId":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000112","authorIdStr":"9000000000000112"},"themes":[],"title":"","htmlText":"\n \n \n 🔥第583期:除了疫情,还有啥会发生,市场焦点... ➟ ➠美股会不会进入熊市?➟ ➠ 一个潜在机会... ... 市场阶段性太难,应对的办法也比较简单,不要在动荡中追高,不要在绝望中割肉是基本要素。一个短线的简单判断标准: 基本面分析当然有用,故事讲得动听的股,基本面经得起推敲的公司,在行情起爆的时候能够更有力度,符合这些标准的个股有个简单判断 ...\n \n","listText":"🔥第583期:除了疫情,还有啥会发生,市场焦点... ➟ ➠美股会不会进入熊市?➟ ➠ 一个潜在机会... ... 市场阶段性太难,应对的办法也比较简单,不要在动荡中追高,不要在绝望中割肉是基本要素。一个短线的简单判断标准: 基本面分析当然有用,故事讲得动听的股,基本面经得起推敲的公司,在行情起爆的时候能够更有力度,符合这些标准的个股有个简单判断 ...","text":"🔥第583期:除了疫情,还有啥会发生,市场焦点... ➟ ➠美股会不会进入熊市?➟ ➠ 一个潜在机会... ... 市场阶段性太难,应对的办法也比较简单,不要在动荡中追高,不要在绝望中割肉是基本要素。一个短线的简单判断标准: 基本面分析当然有用,故事讲得动听的股,基本面经得起推敲的公司,在行情起爆的时候能够更有力度,符合这些标准的个股有个简单判断 ...","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609851485","isVote":1,"tweetType":2,"object":{"id":"642c1298e697484a8144abcc15307fd0","tweetId":"609851485","title":"🔥第583期:除了疫情,还有啥会发生,市场焦点... ➟ ➠美股会不会进入熊市?➟ ➠ 一个潜在机会... ... 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target=\"_blank\" href=\"https://laohu8.com/U/3571026833038682\">@老铁科技说</a> ,同时他也是一位互联网专栏作者,多年专注中概互联网公司研究。 TMT行业当前是否具备投资机会?咱们去看看老铁老师如何解读→→→ <a href=\"https://laohu8.com/TP/289\" target=\"_blank\">#虎友访谈#</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3571026833038682\">@老铁科技说</a> 年龄35岁,目前在香港全职读金融研究生,从事过多种工作后逐渐发现自己喜欢理性且研究性工作,擅长数据而不迷信数据,这可能也是研究资本的乐趣。休闲时间又不喜理性,感性的演出(话剧,音乐会)都很喜欢,希望自己可以平衡两者。 T:聊聊您的投资背景吧,如何接触到炒股的? 其实过去的理财背景极为单一,基金都很少买,我们这代人出身不高,毕业后就面临买房,成家和生活,很少有闲钱和时间。 之所以选择美港股,最早是因为一些粗浅的所谓”趋势“看法,如互联网如火如荼,投资机会肯定多,就去美港股闭着眼买,这么多年也有成功也有失败,但总体看,也是赶上了tmt最好的年头。 我不敢说自己能力如何,其实之前回报高跟大势密切相关,只是当行业出现拐点之后,投资的主题就不拘泥tmt,也要深入研究行业了。 T:看您一直对TMT行业的研究比较深入,这其中您最看好的是哪家公司呢? 这其实也经历了一个过程,比如在很长一段时间我比较认同于”轻资产“运营,如果一个平台掌握了流量,又通过技术具有了流量分配的能力,这就是一家好公司,早期的门户到百度到阿里,可以视为是这个路子。 但随后,一方面这个赛道门槛相对","listText":"虎妞今天邀请来的嘉宾是TMT领域资深分析师<a target=\"_blank\" href=\"https://laohu8.com/U/3571026833038682\">@老铁科技说</a> ,同时他也是一位互联网专栏作者,多年专注中概互联网公司研究。 TMT行业当前是否具备投资机会?咱们去看看老铁老师如何解读→→→ <a href=\"https://laohu8.com/TP/289\" 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href=\"https://laohu8.com/S/SOS\">$SOS Limited(SOS)$</a>吃肉吧","listText":"<a href=\"https://laohu8.com/S/SOS\">$SOS Limited(SOS)$</a>吃肉吧","text":"$SOS Limited(SOS)$吃肉吧","images":[{"img":"https://static.tigerbbs.com/9beff79ddf180af446222105d5a155c7","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/172833080","isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":172111551,"gmtCreate":1626943738373,"gmtModify":1626943738373,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"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/172111551","repostId":"172943982","repostType":1,"repost":{"id":172943982,"gmtCreate":1626930129946,"gmtModify":1627030005744,"author":{"id":"3444504177139447","authorId":"3444504177139447","name":"投资小达人","avatar":"https://static.tigerbbs.com/cace575a7391eddd10a8a0c6537aadf4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3444504177139447","authorIdStr":"3444504177139447"},"themes":[],"title":"全方位的去了解小米集团这家公司,看看它是不是值得投资?","htmlText":"投资者必看:股市有风险,投资需谨慎,更需要学习!本文仅代笔个人观点,不构成任何投资建议!切记:不创业,必投资!投资小达人陪着大家一起慢慢变富。今天就和大家聊聊小米集团这家公司。目前全球绝大部分地区的手机市场来到了存量时代,手机厂商未来业绩增长较难,打造IoT生态链对于传统的手机制造销售厂商无疑是转型升级的较好途径。2013年雷军便看到了智能家居/IoT的大趋势,开始早早地布局小米生态链。目前小米集团的生态链模式已较为成熟,小米集团也从一家单一生产销售手机的企业,成长到目前全球最好的IoT生态链企业之一。下文将会从小米集团的营收结构、商业模式、行业竞争、财务状况等方面对小米集团进行一个深入的剖析,来看一下小米生态链和各项业务近几年的发展情况以及未来发展趋势。小米集团成立于2010年,是一家以手机、智能硬件和 IoT 平台为核心的互联网公司。截至2018年,小米的业务遍及全球80多个国家和地区。公司在2020年成为全球第四大智能手机制造商(前三位分别为:三星、华为和苹果),在全球30余个国家和地区的手机市场销量进入了前五名。小米在2018年7月成为港股首个“同股不同权”的公司挂牌上市,在2019年成为了“最年轻”的世界500强企业。小米集团公司的主营收产品及市场情况小米集团的营收主要来源于三个方面,分别是智能手机、IoT与生活消费产品和互联网服务。2020年,小米集团各项业务均呈现稳定增长,总收入达到人民币2,058亿元,同比增长17.7% ;经调整净利润达到人民币115亿元,同比增长34.8%。智能手机从公司2020年的营收结构来看,智能手机依然是主要的营收来源,占比达到了59.33%。小米集团2020年的智能手机出货量1.246亿台,同比增长5.5%。公司旗下智能手机包括两个品牌,分别是小米和红米Redmi。红米Redmi专注极致性价比,主攻电商市场。小米专注中高端和新零售","listText":"投资者必看:股市有风险,投资需谨慎,更需要学习!本文仅代笔个人观点,不构成任何投资建议!切记:不创业,必投资!投资小达人陪着大家一起慢慢变富。今天就和大家聊聊小米集团这家公司。目前全球绝大部分地区的手机市场来到了存量时代,手机厂商未来业绩增长较难,打造IoT生态链对于传统的手机制造销售厂商无疑是转型升级的较好途径。2013年雷军便看到了智能家居/IoT的大趋势,开始早早地布局小米生态链。目前小米集团的生态链模式已较为成熟,小米集团也从一家单一生产销售手机的企业,成长到目前全球最好的IoT生态链企业之一。下文将会从小米集团的营收结构、商业模式、行业竞争、财务状况等方面对小米集团进行一个深入的剖析,来看一下小米生态链和各项业务近几年的发展情况以及未来发展趋势。小米集团成立于2010年,是一家以手机、智能硬件和 IoT 平台为核心的互联网公司。截至2018年,小米的业务遍及全球80多个国家和地区。公司在2020年成为全球第四大智能手机制造商(前三位分别为:三星、华为和苹果),在全球30余个国家和地区的手机市场销量进入了前五名。小米在2018年7月成为港股首个“同股不同权”的公司挂牌上市,在2019年成为了“最年轻”的世界500强企业。小米集团公司的主营收产品及市场情况小米集团的营收主要来源于三个方面,分别是智能手机、IoT与生活消费产品和互联网服务。2020年,小米集团各项业务均呈现稳定增长,总收入达到人民币2,058亿元,同比增长17.7% ;经调整净利润达到人民币115亿元,同比增长34.8%。智能手机从公司2020年的营收结构来看,智能手机依然是主要的营收来源,占比达到了59.33%。小米集团2020年的智能手机出货量1.246亿台,同比增长5.5%。公司旗下智能手机包括两个品牌,分别是小米和红米Redmi。红米Redmi专注极致性价比,主攻电商市场。小米专注中高端和新零售","text":"投资者必看:股市有风险,投资需谨慎,更需要学习!本文仅代笔个人观点,不构成任何投资建议!切记:不创业,必投资!投资小达人陪着大家一起慢慢变富。今天就和大家聊聊小米集团这家公司。目前全球绝大部分地区的手机市场来到了存量时代,手机厂商未来业绩增长较难,打造IoT生态链对于传统的手机制造销售厂商无疑是转型升级的较好途径。2013年雷军便看到了智能家居/IoT的大趋势,开始早早地布局小米生态链。目前小米集团的生态链模式已较为成熟,小米集团也从一家单一生产销售手机的企业,成长到目前全球最好的IoT生态链企业之一。下文将会从小米集团的营收结构、商业模式、行业竞争、财务状况等方面对小米集团进行一个深入的剖析,来看一下小米生态链和各项业务近几年的发展情况以及未来发展趋势。小米集团成立于2010年,是一家以手机、智能硬件和 IoT 平台为核心的互联网公司。截至2018年,小米的业务遍及全球80多个国家和地区。公司在2020年成为全球第四大智能手机制造商(前三位分别为:三星、华为和苹果),在全球30余个国家和地区的手机市场销量进入了前五名。小米在2018年7月成为港股首个“同股不同权”的公司挂牌上市,在2019年成为了“最年轻”的世界500强企业。小米集团公司的主营收产品及市场情况小米集团的营收主要来源于三个方面,分别是智能手机、IoT与生活消费产品和互联网服务。2020年,小米集团各项业务均呈现稳定增长,总收入达到人民币2,058亿元,同比增长17.7% ;经调整净利润达到人民币115亿元,同比增长34.8%。智能手机从公司2020年的营收结构来看,智能手机依然是主要的营收来源,占比达到了59.33%。小米集团2020年的智能手机出货量1.246亿台,同比增长5.5%。公司旗下智能手机包括两个品牌,分别是小米和红米Redmi。红米Redmi专注极致性价比,主攻电商市场。小米专注中高端和新零售","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172943982","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148297097,"gmtCreate":1625976522419,"gmtModify":1625976522419,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"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/148297097","repostId":"141945106","repostType":1,"repost":{"id":141945106,"gmtCreate":1625836447303,"gmtModify":1625976734187,"author":{"id":"9000000000000112","authorId":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000112","authorIdStr":"9000000000000112"},"themes":[],"title":"","htmlText":"\n \n \n 第494期:💥💥【焦点】美股 芯片行业 整体走势!➟ ➠ 电动三兄弟~➟ ➠ BRK-B 更新... ... ➟ ➠ 注意!...中概股新政策来了,怎么看... ... ?影响和后续... ... ?\n \n","listText":"第494期:💥💥【焦点】美股 芯片行业 整体走势!➟ ➠ 电动三兄弟~➟ ➠ BRK-B 更新... ... ➟ ➠ 注意!...中概股新政策来了,怎么看... ... ?影响和后续... ... ?","text":"第494期:💥💥【焦点】美股 芯片行业 整体走势!➟ ➠ 电动三兄弟~➟ ➠ BRK-B 更新... ... ➟ ➠ 注意!...中概股新政策来了,怎么看... ... ?影响和后续... ... ?","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141945106","isVote":1,"tweetType":2,"object":{"id":"527619a61c364853adadda9300aa5c94","tweetId":"141945106","title":"第494期:💥💥【焦点】美股 芯片行业 整体走势!➟ ➠ 电动三兄弟~➟ ➠ BRK-B 更新... ... ➟ ➠ 注意!...中概股新政策来了,怎么看... ... ?影响和后续... ... ?","videoUrl":"http://v.tigerbbs.com/162583644391909b1153d23b15bafa9b97898ebd3e1bb.mp4","poster":"https://static.tigerbbs.com/da6e7983c4fa4555c6e736bceefba4e8","shareLink":"http://v.tigerbbs.com/162583644391909b1153d23b15bafa9b97898ebd3e1bb.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143491283,"gmtCreate":1625806811242,"gmtModify":1625806811242,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"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/143491283","repostId":"149476167","repostType":1,"repost":{"id":149476167,"gmtCreate":1625746447259,"gmtModify":1710139418417,"author":{"id":"3515677085772011","authorId":"3515677085772011","name":"老特资本","avatar":"https://static.tigerbbs.com/2e94c23bbbf9eaa7982385d5e639a294","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515677085772011","authorIdStr":"3515677085772011"},"themes":[],"title":"港美中概股“大崩盘”!老特怎么看?","htmlText":"最近很多粉丝问我,美股中概股崩盘你怎么看?港股科技股崩盘老特你怎么看?截止2021年7月8日盘前:<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> 90.9跌到17.6新东方 19.9跌到6.5高途 149.1跌到11.9<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 773.9跌到523.5阿里巴巴 319.3跌到202.2百度 354.8跌到176.2<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 212.6跌到104.8京东 108.2跌到69.7<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 460跌到267<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 417.8跌到158.8腾讯音乐 32.2跌到13.1贝壳 79.4跌到36.4海底捞 85.7跌到40为什么会有这样的大崩盘呢?很多人说因为监管问题,也有人说因为反垄断调查,还有人说因为通缩预期,美债走高等等一些列乱七八糟的原因。(反正每次跌了一段时间之后,市场上的利空新闻总是弥漫在大家眼前,散户们听风是雨,恐慌落荒而逃~)[喷血] 在这里老特建议粉丝们稍安勿躁![得意] 认识老特的铁粉都知道,老特写文经常说自己从来不上杠杆,推崇粉丝们用自己3-5年内不用的闲钱来投资,为的就是保住你的心态,假如现在你们都在上杠杆,天天看到跌5-8%,再过两天就爆仓了,平掉又巨亏,不平又付着高额融资利息还有爆仓风险,那请问纵横美股60年那么多高低起伏,你要爆几次仓?60年美股趋势上涨,你要","listText":"最近很多粉丝问我,美股中概股崩盘你怎么看?港股科技股崩盘老特你怎么看?截止2021年7月8日盘前:<a href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> 90.9跌到17.6新东方 19.9跌到6.5高途 149.1跌到11.9<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 773.9跌到523.5阿里巴巴 319.3跌到202.2百度 354.8跌到176.2<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 212.6跌到104.8京东 108.2跌到69.7<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 460跌到267<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 417.8跌到158.8腾讯音乐 32.2跌到13.1贝壳 79.4跌到36.4海底捞 85.7跌到40为什么会有这样的大崩盘呢?很多人说因为监管问题,也有人说因为反垄断调查,还有人说因为通缩预期,美债走高等等一些列乱七八糟的原因。(反正每次跌了一段时间之后,市场上的利空新闻总是弥漫在大家眼前,散户们听风是雨,恐慌落荒而逃~)[喷血] 在这里老特建议粉丝们稍安勿躁![得意] 认识老特的铁粉都知道,老特写文经常说自己从来不上杠杆,推崇粉丝们用自己3-5年内不用的闲钱来投资,为的就是保住你的心态,假如现在你们都在上杠杆,天天看到跌5-8%,再过两天就爆仓了,平掉又巨亏,不平又付着高额融资利息还有爆仓风险,那请问纵横美股60年那么多高低起伏,你要爆几次仓?60年美股趋势上涨,你要","text":"最近很多粉丝问我,美股中概股崩盘你怎么看?港股科技股崩盘老特你怎么看?截止2021年7月8日盘前:$好未来(TAL)$ 90.9跌到17.6新东方 19.9跌到6.5高途 149.1跌到11.9$腾讯控股(00700)$ 773.9跌到523.5阿里巴巴 319.3跌到202.2百度 354.8跌到176.2$拼多多(PDD)$ 212.6跌到104.8京东 108.2跌到69.7$美团-W(03690)$ 460跌到267$快手-W(01024)$ 417.8跌到158.8腾讯音乐 32.2跌到13.1贝壳 79.4跌到36.4海底捞 85.7跌到40为什么会有这样的大崩盘呢?很多人说因为监管问题,也有人说因为反垄断调查,还有人说因为通缩预期,美债走高等等一些列乱七八糟的原因。(反正每次跌了一段时间之后,市场上的利空新闻总是弥漫在大家眼前,散户们听风是雨,恐慌落荒而逃~)[喷血] 在这里老特建议粉丝们稍安勿躁![得意] 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也是如此。根据英伟达日K线的走势,股价属于开盘直接泄了,而且全天几乎被狠狠的按在了-7%这个位置,纳斯达克当天下跌2.88%,标普500下跌2.12%,英伟达的走势可算是大幅度跑输大盘,如果说是大盘拖累,那也不能跌这么多呀,是不是感觉有点不科学?这种奇怪的跌幅给很多持股朋友都打的脑瓜子嗡嗡的,一脸“摸不着头脑”的表情,说好了的“财报好就上去,财报差就下来”呢,怎么财报好还是下来了呢?下面我们","images":[{"img":"https://static.tigerbbs.com/733e490e4a29edf02de5f7771a6bf294","width":"257","height":"196"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638125704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633411697,"gmtCreate":1644280923277,"gmtModify":1644280923277,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633411697","repostId":"633646985","repostType":1,"isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633324424,"gmtCreate":1643792103988,"gmtModify":1643792103988,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633324424","repostId":"633362564","repostType":1,"repost":{"id":633362564,"gmtCreate":1643776943454,"gmtModify":1644030118008,"author":{"id":"9000000000000112","authorId":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000112","authorIdStr":"9000000000000112"},"themes":[],"title":"","htmlText":"\n 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| 股价暴跌带来的估值思考","htmlText":"大家好,对于长期持股的投资者来说,几乎转眼之间就到了2021Q4财报季了,也终于可以为2021年画上句号。只是有些公司2021年的句号画的有点惨,就如今天来分析的<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> ,就是其中之一。奈飞这家公司,我之前写过几次财报分析: 《<a href=\"https://www.laohu8.com/post/172041314\" target=\"_blank\">2021Q2财报 | 奈飞增长放缓,只得另辟蹊径!</a>》 《<a href=\"https://www.laohu8.com/post/859231567\" target=\"_blank\">2021Q3财报 | 鱿鱼游戏之后,奈飞还有什么?</a>》 这两份财报中都透露出我对于奈飞这类高增长的公司忧虑,即便我看好其短期股价,甚至在Q3财报分析的时候,推演奈飞股价会冲到最高700美金后出现回落至支撑的判断,因此虽然我一直关注着奈飞的财报和股价走势,但至今也没有入手过奈飞的股票。北京时间2022年1月21日星期五,奈飞公司公布了2021Q4财报,财报公布后,股价应声下跌,当日跌幅达到了21.79%,让很多投资者直接蒙圈,不禁发问奈飞到底怎么了?曾经被许多流媒体公司视为标杆的奈飞,难道一夜之间就萎靡不振了吗?奈飞财报公布后,我没有在第一时间跳出写分析文章,蹭热度来分析奈飞出现财报后暴跌的原因,反复读了几遍奈飞的财报和给股东的信,思考到底该用何种发放可以对科技公司进行估值;最近跟朋友们迷恋上《并购(Acquire)》这个桌游,在游戏里朋友调侃我对有些增长快速的公司视而不见,而我开玩笑调侃他们举棋不定、来回摇摆,真的像极了咱们股票市场。最后经过数次博弈,我没拿过第一,但是稳定位居第二,而第一名则是来","listText":"大家好,对于长期持股的投资者来说,几乎转眼之间就到了2021Q4财报季了,也终于可以为2021年画上句号。只是有些公司2021年的句号画的有点惨,就如今天来分析的<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> ,就是其中之一。奈飞这家公司,我之前写过几次财报分析: 《<a href=\"https://www.laohu8.com/post/172041314\" target=\"_blank\">2021Q2财报 | 奈飞增长放缓,只得另辟蹊径!</a>》 《<a href=\"https://www.laohu8.com/post/859231567\" target=\"_blank\">2021Q3财报 | 鱿鱼游戏之后,奈飞还有什么?</a>》 这两份财报中都透露出我对于奈飞这类高增长的公司忧虑,即便我看好其短期股价,甚至在Q3财报分析的时候,推演奈飞股价会冲到最高700美金后出现回落至支撑的判断,因此虽然我一直关注着奈飞的财报和股价走势,但至今也没有入手过奈飞的股票。北京时间2022年1月21日星期五,奈飞公司公布了2021Q4财报,财报公布后,股价应声下跌,当日跌幅达到了21.79%,让很多投资者直接蒙圈,不禁发问奈飞到底怎么了?曾经被许多流媒体公司视为标杆的奈飞,难道一夜之间就萎靡不振了吗?奈飞财报公布后,我没有在第一时间跳出写分析文章,蹭热度来分析奈飞出现财报后暴跌的原因,反复读了几遍奈飞的财报和给股东的信,思考到底该用何种发放可以对科技公司进行估值;最近跟朋友们迷恋上《并购(Acquire)》这个桌游,在游戏里朋友调侃我对有些增长快速的公司视而不见,而我开玩笑调侃他们举棋不定、来回摇摆,真的像极了咱们股票市场。最后经过数次博弈,我没拿过第一,但是稳定位居第二,而第一名则是来","text":"大家好,对于长期持股的投资者来说,几乎转眼之间就到了2021Q4财报季了,也终于可以为2021年画上句号。只是有些公司2021年的句号画的有点惨,就如今天来分析的$奈飞(NFLX)$ ,就是其中之一。奈飞这家公司,我之前写过几次财报分析: 《2021Q2财报 | 奈飞增长放缓,只得另辟蹊径!》 《2021Q3财报 | 鱿鱼游戏之后,奈飞还有什么?》 这两份财报中都透露出我对于奈飞这类高增长的公司忧虑,即便我看好其短期股价,甚至在Q3财报分析的时候,推演奈飞股价会冲到最高700美金后出现回落至支撑的判断,因此虽然我一直关注着奈飞的财报和股价走势,但至今也没有入手过奈飞的股票。北京时间2022年1月21日星期五,奈飞公司公布了2021Q4财报,财报公布后,股价应声下跌,当日跌幅达到了21.79%,让很多投资者直接蒙圈,不禁发问奈飞到底怎么了?曾经被许多流媒体公司视为标杆的奈飞,难道一夜之间就萎靡不振了吗?奈飞财报公布后,我没有在第一时间跳出写分析文章,蹭热度来分析奈飞出现财报后暴跌的原因,反复读了几遍奈飞的财报和给股东的信,思考到底该用何种发放可以对科技公司进行估值;最近跟朋友们迷恋上《并购(Acquire)》这个桌游,在游戏里朋友调侃我对有些增长快速的公司视而不见,而我开玩笑调侃他们举棋不定、来回摇摆,真的像极了咱们股票市场。最后经过数次博弈,我没拿过第一,但是稳定位居第二,而第一名则是来","images":[{"img":"https://static.tigerbbs.com/23f36d1edb156c2688e66166e4a59f2c","width":"632","height":"543"},{"img":"https://static.tigerbbs.com/6fc21e622305e6c537e46f8d63a84d8d","width":"632","height":"326"},{"img":"https://static.tigerbbs.com/134bc647ee23f7f9bd3634137db0ae4c","width":"537","height":"237"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639844496","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697436153,"gmtCreate":1642556043060,"gmtModify":1642556043060,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"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/697436153","repostId":"697438651","repostType":1,"repost":{"id":697438651,"gmtCreate":1642555590882,"gmtModify":1642643206691,"author":{"id":"3480981608385315","authorId":"3480981608385315","name":"猛虎财经","avatar":"https://static.tigerbbs.com/5f4cecdb84af1583ad2d12f02487a5e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480981608385315","authorIdStr":"3480981608385315"},"themes":[],"title":"2022 年美股重点关注的十大成长股(下)","htmlText":"摘要:2021年已经过去了,回顾过去的一年,成长股惨不忍睹,一些成长股跌出了黄金坑。2021 年不得不说是投资很艰难的一年,如果你跑赢了大盘,那么恭喜你你跑赢了大部分投资者。但苹果、微软、英伟达、谷歌几大科技巨头却屡创新高,和成长股相比目前巨头的估值依然不高,2022年拥抱科技巨头不失为一个好的策略,大家可以关注我之前的文章《2022 年重点关注的十只成长股》。展望2022年,美股仍将面临疫情反复以及过快加息两大主要风险,在风险面前,成长股面临承压,但是一旦市场行情恢复,成长股终将价值回归。下面我列出2022年我看好的十大成长股,排名不分先后。怎么选择成长股?著名大师费雪在《怎样选择成长股》这本书对于买入股票给出了最直接的三个 “标准”。他非常强调公司的管理,这点容易被市场忽略;他认为最佳买入点应该是在 “盈余即将大幅度改善,但盈余增加的展望还没有推升该公司的股票价格时;由于市场的原因导致的股价大幅下跌,也是买进优质股的好时机。由于本文篇幅过大,我将分为上中下,依次介绍。本文将是我《2022年重点关注的十大成长股》最后一篇,如果对于其他成长股感兴趣的朋友可以翻看下方链接:<a href=\"https://www.laohu8.com/post/697099731\" target=\"_blank\">2022 年重点关注的十只成长股(上) </a><a href=\"https://www.laohu8.com/post/697013850\" target=\"_blank\">2022 年重点关注的十只成长股(中) </a>Roblox<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> Roblox成立于2004年,是世界上最大的多人在线游","listText":"摘要:2021年已经过去了,回顾过去的一年,成长股惨不忍睹,一些成长股跌出了黄金坑。2021 年不得不说是投资很艰难的一年,如果你跑赢了大盘,那么恭喜你你跑赢了大部分投资者。但苹果、微软、英伟达、谷歌几大科技巨头却屡创新高,和成长股相比目前巨头的估值依然不高,2022年拥抱科技巨头不失为一个好的策略,大家可以关注我之前的文章《2022 年重点关注的十只成长股》。展望2022年,美股仍将面临疫情反复以及过快加息两大主要风险,在风险面前,成长股面临承压,但是一旦市场行情恢复,成长股终将价值回归。下面我列出2022年我看好的十大成长股,排名不分先后。怎么选择成长股?著名大师费雪在《怎样选择成长股》这本书对于买入股票给出了最直接的三个 “标准”。他非常强调公司的管理,这点容易被市场忽略;他认为最佳买入点应该是在 “盈余即将大幅度改善,但盈余增加的展望还没有推升该公司的股票价格时;由于市场的原因导致的股价大幅下跌,也是买进优质股的好时机。由于本文篇幅过大,我将分为上中下,依次介绍。本文将是我《2022年重点关注的十大成长股》最后一篇,如果对于其他成长股感兴趣的朋友可以翻看下方链接:<a href=\"https://www.laohu8.com/post/697099731\" target=\"_blank\">2022 年重点关注的十只成长股(上) </a><a href=\"https://www.laohu8.com/post/697013850\" target=\"_blank\">2022 年重点关注的十只成长股(中) </a>Roblox<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> Roblox成立于2004年,是世界上最大的多人在线游","text":"摘要:2021年已经过去了,回顾过去的一年,成长股惨不忍睹,一些成长股跌出了黄金坑。2021 年不得不说是投资很艰难的一年,如果你跑赢了大盘,那么恭喜你你跑赢了大部分投资者。但苹果、微软、英伟达、谷歌几大科技巨头却屡创新高,和成长股相比目前巨头的估值依然不高,2022年拥抱科技巨头不失为一个好的策略,大家可以关注我之前的文章《2022 年重点关注的十只成长股》。展望2022年,美股仍将面临疫情反复以及过快加息两大主要风险,在风险面前,成长股面临承压,但是一旦市场行情恢复,成长股终将价值回归。下面我列出2022年我看好的十大成长股,排名不分先后。怎么选择成长股?著名大师费雪在《怎样选择成长股》这本书对于买入股票给出了最直接的三个 “标准”。他非常强调公司的管理,这点容易被市场忽略;他认为最佳买入点应该是在 “盈余即将大幅度改善,但盈余增加的展望还没有推升该公司的股票价格时;由于市场的原因导致的股价大幅下跌,也是买进优质股的好时机。由于本文篇幅过大,我将分为上中下,依次介绍。本文将是我《2022年重点关注的十大成长股》最后一篇,如果对于其他成长股感兴趣的朋友可以翻看下方链接:2022 年重点关注的十只成长股(上) 2022 年重点关注的十只成长股(中) Roblox$Roblox Corporation(RBLX)$ Roblox成立于2004年,是世界上最大的多人在线游","images":[{"img":"https://static.tigerbbs.com/e0dedba00a16672714d3e9416bdad7b6","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/7e05a7d16088963183b4b592c505fc0d","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/bff08febdb5dc0bc2d1ad05e64c4c13d","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697438651","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601816379,"gmtCreate":1638507335377,"gmtModify":1638507335377,"author":{"id":"3456305257275529","authorId":"3456305257275529","name":"锋aaa","avatar":"https://static.tigerbbs.com/7d7fd254f60b0efcc4e27701b8c2f58a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3456305257275529","authorIdStr":"3456305257275529"},"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/601816379","repostId":"601895601","repostType":1,"repost":{"id":601895601,"gmtCreate":1638505082097,"gmtModify":1638506778907,"author":{"id":"9000000000000112","authorId":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000112","authorIdStr":"9000000000000112"},"themes":[],"title":"","htmlText":"\n 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