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2020-12-18

2020/12/18 交易笔记 by 常常

2020/12/18 成本现价浮动收益哔哩哔哩(BILI) 27.71 81.60 194.49% 坐稳别动往往是最难的了

2020/12/18 交易笔记 by 常常

2020-12-18

2020/12/18 交易笔记 by 常常

2020/12/18 成本现价浮动收益哔哩哔哩(BILI) 27.71 81.60 194.49% 坐稳别动往往是最难的了

2020/12/18 交易笔记 by 常常

2020-10-09

$百济神州(BGNE)$反正呢，长期持有

2020-10-09

$Yalla Group(YALA)$没卖，总算回来了

2020-10-01

$Yalla Group(YALA)$这太坑爹了，知道中签的时候股价已经掉下来了。。。

2019-07-24

这篇文章不错，转发给大家看

@爱上趋势股:机构“抱团”启示录：学学机构怎么炒股！（1）

2019-07-22

$HealthEquity(HQY)$ 随便买了一点点的涨这么多，精挑细选的还在跌。。。

2017-11-14

财报呢？哪去了

$美光科技(MU)$ 不是今天财报吗

财报呢？哪去了

2017-10-25

好未来预计的财报不及预期？为什么跌这么多

$好未来(TAL)$ 好未来预计的财报不及预期？为什么跌这么多？有人讲讲吗

好未来预计的财报不及预期？为什么跌这么多

去老虎APP查看更多动态

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让我们揭开机构什么的面纱，好好研究一下，机构是如何炒股的！ （由于篇幅太长，为了提升阅读体验，进行了编辑和配图，今天是第一篇）一、“抱团” 现象的出现与机构投资者的行为特征 在 A 股市场上，基本有两大类投资者，一类是以个人投资者的散户群体，做出买入卖出 的决策理由五花八门；另一类是以公募、保险、私募机构为主的机构投资者，这些机构投资者有着相似的投资决策框架和相似的特征，这些特征包括： 1、定期考核机制 国内的产品管理人都有定期考核机制，无论是绝对收益（和一个固定的业绩基准比较） 或者是相对收益（对市场指数进行比较）。 而且，国内产品管理人面临的投资环境比巴 菲特困难太多——最短的三个月，最长三年就必须交出一份答卷。 这种定期考核机制， 是机构抱团非常重要的一个因素。如果一个行业表现持续好，你没有买入这个行业，在定期的考核的时候，就会遭遇 灵魂之问——“你为什么没有？”“你为什么没重仓？”到最后，表现最好的那个行业被持 仓越来越重，泡沫破灭。 2、真·价值投资 巴菲特被封为“价值投资”的典范，但是巴菲特的“价值投资”与本文所指的价值投资 大相径庭，巴菲特由于其公司无短期业绩考核，极低的融资成本，所以可以长期持有高 ROE 高分红的股票， 本质上更类似套利。 不过很遗憾的是，这种“价值投资”对于国 内机构投资者只是理论是上的存在。 为什么要加一个“真”，因为国内机构投资者整体是最看重业绩的，对业绩和价值的看 重可能要远超巴菲特。 通常要算清楚每一个季度的业绩，一个上市公司一个季度业绩稍 微低预期，都要考虑减持。 因为就算你相信这只是短期的，但是你仍然要担心别的投资 者会无情的抛弃，导致股价出现明显的回调， 为本季度的考核蒙上阴影。（这就是公告业绩","listText":"今天看了一篇招商证券的研报，张夏先生写的文章《“抱团”启示录：那些年我们抱过的团》，非常精彩，趋势哥分享给大家，长文周末慢慢看！ 让我们揭开机构什么的面纱，好好研究一下，机构是如何炒股的！ （由于篇幅太长，为了提升阅读体验，进行了编辑和配图，今天是第一篇）一、“抱团” 现象的出现与机构投资者的行为特征 在 A 股市场上，基本有两大类投资者，一类是以个人投资者的散户群体，做出买入卖出 的决策理由五花八门；另一类是以公募、保险、私募机构为主的机构投资者，这些机构投资者有着相似的投资决策框架和相似的特征，这些特征包括： 1、定期考核机制 国内的产品管理人都有定期考核机制，无论是绝对收益（和一个固定的业绩基准比较） 或者是相对收益（对市场指数进行比较）。 而且，国内产品管理人面临的投资环境比巴 菲特困难太多——最短的三个月，最长三年就必须交出一份答卷。 这种定期考核机制， 是机构抱团非常重要的一个因素。如果一个行业表现持续好，你没有买入这个行业，在定期的考核的时候，就会遭遇 灵魂之问——“你为什么没有？”“你为什么没重仓？”到最后，表现最好的那个行业被持 仓越来越重，泡沫破灭。 2、真·价值投资 巴菲特被封为“价值投资”的典范，但是巴菲特的“价值投资”与本文所指的价值投资 大相径庭，巴菲特由于其公司无短期业绩考核，极低的融资成本，所以可以长期持有高 ROE 高分红的股票， 本质上更类似套利。 不过很遗憾的是，这种“价值投资”对于国 内机构投资者只是理论是上的存在。 为什么要加一个“真”，因为国内机构投资者整体是最看重业绩的，对业绩和价值的看 重可能要远超巴菲特。 通常要算清楚每一个季度的业绩，一个上市公司一个季度业绩稍 微低预期，都要考虑减持。 因为就算你相信这只是短期的，但是你仍然要担心别的投资 者会无情的抛弃，导致股价出现明显的回调， 为本季度的考核蒙上阴影。（这就是公告业绩","text":"今天看了一篇招商证券的研报，张夏先生写的文章《“抱团”启示录：那些年我们抱过的团》，非常精彩，趋势哥分享给大家，长文周末慢慢看！ 让我们揭开机构什么的面纱，好好研究一下，机构是如何炒股的！ （由于篇幅太长，为了提升阅读体验，进行了编辑和配图，今天是第一篇）一、“抱团” 现象的出现与机构投资者的行为特征 在 A 股市场上，基本有两大类投资者，一类是以个人投资者的散户群体，做出买入卖出 的决策理由五花八门；另一类是以公募、保险、私募机构为主的机构投资者，这些机构投资者有着相似的投资决策框架和相似的特征，这些特征包括： 1、定期考核机制 国内的产品管理人都有定期考核机制，无论是绝对收益（和一个固定的业绩基准比较） 或者是相对收益（对市场指数进行比较）。 而且，国内产品管理人面临的投资环境比巴 菲特困难太多——最短的三个月，最长三年就必须交出一份答卷。 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让我们揭开机构什么的面纱，好好研究一下，机构是如何炒股的！ （由于篇幅太长，为了提升阅读体验，进行了编辑和配图，今天是第一篇）一、“抱团” 现象的出现与机构投资者的行为特征 在 A 股市场上，基本有两大类投资者，一类是以个人投资者的散户群体，做出买入卖出 的决策理由五花八门；另一类是以公募、保险、私募机构为主的机构投资者，这些机构投资者有着相似的投资决策框架和相似的特征，这些特征包括： 1、定期考核机制 国内的产品管理人都有定期考核机制，无论是绝对收益（和一个固定的业绩基准比较） 或者是相对收益（对市场指数进行比较）。 而且，国内产品管理人面临的投资环境比巴 菲特困难太多——最短的三个月，最长三年就必须交出一份答卷。 这种定期考核机制， 是机构抱团非常重要的一个因素。如果一个行业表现持续好，你没有买入这个行业，在定期的考核的时候，就会遭遇 灵魂之问——“你为什么没有？”“你为什么没重仓？”到最后，表现最好的那个行业被持 仓越来越重，泡沫破灭。 2、真·价值投资 巴菲特被封为“价值投资”的典范，但是巴菲特的“价值投资”与本文所指的价值投资 大相径庭，巴菲特由于其公司无短期业绩考核，极低的融资成本，所以可以长期持有高 ROE 高分红的股票， 本质上更类似套利。 不过很遗憾的是，这种“价值投资”对于国 内机构投资者只是理论是上的存在。 为什么要加一个“真”，因为国内机构投资者整体是最看重业绩的，对业绩和价值的看 重可能要远超巴菲特。 通常要算清楚每一个季度的业绩，一个上市公司一个季度业绩稍 微低预期，都要考虑减持。 因为就算你相信这只是短期的，但是你仍然要担心别的投资 者会无情的抛弃，导致股价出现明显的回调， 为本季度的考核蒙上阴影。（这就是公告业绩","listText":"今天看了一篇招商证券的研报，张夏先生写的文章《“抱团”启示录：那些年我们抱过的团》，非常精彩，趋势哥分享给大家，长文周末慢慢看！ 让我们揭开机构什么的面纱，好好研究一下，机构是如何炒股的！ （由于篇幅太长，为了提升阅读体验，进行了编辑和配图，今天是第一篇）一、“抱团” 现象的出现与机构投资者的行为特征 在 A 股市场上，基本有两大类投资者，一类是以个人投资者的散户群体，做出买入卖出 的决策理由五花八门；另一类是以公募、保险、私募机构为主的机构投资者，这些机构投资者有着相似的投资决策框架和相似的特征，这些特征包括： 1、定期考核机制 国内的产品管理人都有定期考核机制，无论是绝对收益（和一个固定的业绩基准比较） 或者是相对收益（对市场指数进行比较）。 而且，国内产品管理人面临的投资环境比巴 菲特困难太多——最短的三个月，最长三年就必须交出一份答卷。 这种定期考核机制， 是机构抱团非常重要的一个因素。如果一个行业表现持续好，你没有买入这个行业，在定期的考核的时候，就会遭遇 灵魂之问——“你为什么没有？”“你为什么没重仓？”到最后，表现最好的那个行业被持 仓越来越重，泡沫破灭。 2、真·价值投资 巴菲特被封为“价值投资”的典范，但是巴菲特的“价值投资”与本文所指的价值投资 大相径庭，巴菲特由于其公司无短期业绩考核，极低的融资成本，所以可以长期持有高 ROE 高分红的股票， 本质上更类似套利。 不过很遗憾的是，这种“价值投资”对于国 内机构投资者只是理论是上的存在。 为什么要加一个“真”，因为国内机构投资者整体是最看重业绩的，对业绩和价值的看 重可能要远超巴菲特。 通常要算清楚每一个季度的业绩，一个上市公司一个季度业绩稍 微低预期，都要考虑减持。 因为就算你相信这只是短期的，但是你仍然要担心别的投资 者会无情的抛弃，导致股价出现明显的回调， 为本季度的考核蒙上阴影。（这就是公告业绩","text":"今天看了一篇招商证券的研报，张夏先生写的文章《“抱团”启示录：那些年我们抱过的团》，非常精彩，趋势哥分享给大家，长文周末慢慢看！ 让我们揭开机构什么的面纱，好好研究一下，机构是如何炒股的！ （由于篇幅太长，为了提升阅读体验，进行了编辑和配图，今天是第一篇）一、“抱团” 现象的出现与机构投资者的行为特征 在 A 股市场上，基本有两大类投资者，一类是以个人投资者的散户群体，做出买入卖出 的决策理由五花八门；另一类是以公募、保险、私募机构为主的机构投资者，这些机构投资者有着相似的投资决策框架和相似的特征，这些特征包括： 1、定期考核机制 国内的产品管理人都有定期考核机制，无论是绝对收益（和一个固定的业绩基准比较） 或者是相对收益（对市场指数进行比较）。 而且，国内产品管理人面临的投资环境比巴 菲特困难太多——最短的三个月，最长三年就必须交出一份答卷。 这种定期考核机制， 是机构抱团非常重要的一个因素。如果一个行业表现持续好，你没有买入这个行业，在定期的考核的时候，就会遭遇 灵魂之问——“你为什么没有？”“你为什么没重仓？”到最后，表现最好的那个行业被持 仓越来越重，泡沫破灭。 2、真·价值投资 巴菲特被封为“价值投资”的典范，但是巴菲特的“价值投资”与本文所指的价值投资 大相径庭，巴菲特由于其公司无短期业绩考核，极低的融资成本，所以可以长期持有高 ROE 高分红的股票， 本质上更类似套利。 不过很遗憾的是，这种“价值投资”对于国 内机构投资者只是理论是上的存在。 为什么要加一个“真”，因为国内机构投资者整体是最看重业绩的，对业绩和价值的看 重可能要远超巴菲特。 通常要算清楚每一个季度的业绩，一个上市公司一个季度业绩稍 微低预期，都要考虑减持。 因为就算你相信这只是短期的，但是你仍然要担心别的投资 者会无情的抛弃，导致股价出现明显的回调， 为本季度的考核蒙上阴影。（这就是公告业绩","images":[{"img":"https://static.tigerbbs.com/11798377868e4cf976cbb2728a73cde6"},{"img":"https://static.tigerbbs.com/185927e17b0150698b0494df0fe24b03"},{"img":"https://static.tigerbbs.com/b60bd6b1e9702dd3f7dac0d2dbe3c55c"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/999723973","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}