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李明见
2018-09-21
$Tilray Inc.(TLRY)$买了这个股,不敢睡觉,心里七上八下的。数字跳一下,心脏就蹦一下。一会儿身在谷底,一会儿又跑到了雾里。就好像吸了几口大麻!!
李明见
2018-09-20
$Tilray Inc.(TLRY)$冲进来了,不会崩盘吧??
李明见
2018-09-14
$好未来(TAL)$曾经无比看多的票,到现在才发现自己是瞎了眼!!!
李明见
2018-09-13
$二倍做多沪深300(Direxion)(CHAU)$还是玩指数稳。做空了拼多多又跪了。
李明见
2018-09-13
$AMD(AMD)$ 利空都没有,黑山老妖。。。
李明见
2018-09-13
$AMD(AMD)$第一次拿到十个点的票。。。
李明见
2018-09-12
实名炒股,我叫李斌
$蔚来汽车(NIO)$ 身份证就不贴了。 说不上看好不看好。 但好歹也跟创始人撞了个名字。 所以,那当然得看好。 不然 我不是看不起我自己么?
实名炒股,我叫李斌
李明见
2018-09-10
$特斯拉(TSLA)$长期看跌,跌太狠了可以博一个反弹,反弹太厉害就继续看跌。
李明见
2018-09-10
企业家的样板
$阿里巴巴(BABA)$ 功成阿里帝国,名遂追梦成功。廿载清风扬处,总是潮头汹涌。 今日抽身退隐,圆满天道三重。原来激流以外,更有天地从容。
企业家的样板
李明见
2018-09-07
$特斯拉(TSLA)$ 真的是神车,暴涨暴跌太开心,以后我要多关注关注神车的进展,一夜暴富靠神车啊!
李明见
2018-09-07
$阿里巴巴(BABA)$已经低于最低目标价了,没有明显利空,那还说什么,买入持有吧。
李明见
2018-09-06
猜测一下这次关税还加不加了
说好的今天要明确是否对2000亿美刀的中国进口商品加征关税,这两天我大A和港股就已经提前筑起了关税底,但谁想,今天中美各大权威媒体竟然对这一消息都闭口不言,好像根本不存在这事一样,这不是增加我们小股民们的心理负担吗?底还不能抄了?空还能不能做了?消息一直不出来,手头这点韭菜钱心痒难耐啊! 还好,我商务部率先作起了表率,决定抢占先机,不战而屈人之兵。 什么逾九成参与者,这些参与者到底指的谁,民众?企业?还是政府官员??什么有消息称川普会继续推进,哪来的消息?川普作为发推大王都只字不提我是实在不知道消息哪来的。川普是准备和美国人民杠到底了吗? 政治新闻得先分析立场。通观此份声明,大体无外乎站定以下两个立场: 1:美国企业大体是反对的,川普是在逆民意而行; 2:只要你敢动手,我们绝不认怂,势必也要拉你们下水,所以你们最好放老实点。(毕竟我们有14亿共克时艰的人民,你们的人民受点苦就嗷嗷叫。) 总得来讲就是:你不得人心,你搬起石头就会砸自己的脚。 所以这个石头还是不要搬了吧! 显然,这表明,美方并没有给出确切的信息是否要开征,这与美方的沉默相一致。而我们有充分的担忧相信美方会开征,所以进行一场事前恐吓,给美方的决策增加一个负面因素。美方虽然是沉默的,但是内部肯定正在进行激烈的讨论,事前恐吓能帮助结果朝我方有利的方向前进。这也与美方的沉默相一致。内部意见分歧太大,无法形成一致结果,所以对外选择了沉默。 而翻墙出来,很多药丸党们都说,这次意见征询已经获得了通过,投票比例32:19,从9/7号开始先对800亿美刀物品开征,后续再对1200亿美刀物品下手。说的信息精确,振振有词,好像真的一样。 对此,我只能把这当作药丸党们的预言看待。 从现在盘前的表现来看,由于没有确切信息,超跌的中概们正在小心翼翼的修复。可以适当博一下反弹,但要快进快出。反弹过巨的票做空一下也OK的,毕竟,
猜测一下这次关税还加不加了
李明见
2018-09-06
$携程网(CTRP)Where is the air force?
李明见
2018-09-05
$极光(JG)$可怕。。
李明见
2018-09-05
害怕利空出尽变利好,今天一定要管住手
2000亿关税在即,今天一定要管住手。 如果关税出来,美股大跌,那就分批加仓位上车做多。盲目追高,有被套风险。 $纳指三倍做多ETF(TQQQ)$ $AMD(AMD)$ 如果关税出来,中概继续恐慌性暴跌,就可以适当建仓博反弹。当前阿里腾讯都在低位,继续做空有踏空风险。 最后,总是要对$京东(JD)$ 多一句嘴,波动太大,最好还是等反弹再做空好了。
害怕利空出尽变利好,今天一定要管住手
李明见
2018-09-05
$恒大健康(00708)$FF91是不是坑呢?预量产车下线后跌这么狠。
李明见
2018-09-04
亚马逊要一万亿了,可是依然看不到天花板
$亚马逊(AMZN)$ 眼睁睁看着第二家万亿美刀的公司极有可能在今晚诞生。亚马逊的万亿美刀比苹果的万亿美刀更令人惊叹。创始人贝索斯持股将近20%,身家2000亿美刀,达到人类财富的巅峰。亚马逊身处的市场,电商,云,都是竞争激烈的市场,反垄断调查都没法对它造成什么伤害。市盈率160倍,证明这家万亿美刀的公司还没被资本市场当成巨兽,依然是一个快速奔跑的孩子。所以公司市值的天花板在哪里?个人财富的天花板在哪里?在亚马逊的身上竟然看不到!!!
亚马逊要一万亿了,可是依然看不到天花板
李明见
2018-09-04
$尚德机构(STG)$这个票的涨跌在中概股里面也太不合群了。虽然别人在涨的时候他一直在跌,但是别人在跌的时候了,他通常会暴涨一下。
李明见
2018-09-04
当前中外投资者对中概前景存在巨大分歧
A股港股今天都大涨,但是中概股今晚开盘全线开跌,这说明了中外投资者对中国相关股票存在巨大分歧。A股港股与境内市场相通,更加超跌思涨,从上周开始来了一波不大不小的反弹。但美国中概股显然与美股走势以及美国投资者对中概股的风险偏好更相关。在美股走弱,新兴市场爆雷,和2000亿美元关税的的背景下,中概股这几天估计都抬不起头来。两种力量激荡,使得股市行情持续性极差,短线操作极其不易。还是轻仓在手,快进快出吧。 $三倍做多FTSE中国ETF-Direxion(YINN)$$三倍做空FTSE中国ETF-Direxion(YANG)$ $恒生指数(HSI)$ $阿里巴巴(BABA)$ $纳斯达克(.IXIC)$ 另外,京东跌了这么多,应该不完全是强西事件的影响,与当前美中概的风险偏好也有关。 $京东(JD)$
当前中外投资者对中概前景存在巨大分歧
李明见
2018-09-03
看了这张图还是觉得我大A好
$京东(JD)$ 不过现在据说真正的受害者就要浮出水面了,东哥喜欢的人还是一如继往的喜欢喝奶茶,我就说,人怎么会这么善变。网友啊,总是喜欢来点强烈的对比好给段子加点料。这位女同志,热度已经蹭够了,你也该出来澄清辟谣了吧?再不出来我都要信了。 话说这次好多文字又有了新的解释 奶茶抹茶,强东强西,不知妻美,脸盲。。。
看了这张图还是觉得我大A好
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Inc.(TLRY)$冲进来了,不会崩盘吧??","listText":"$Tilray Inc.(TLRY)$冲进来了,不会崩盘吧??","text":"$Tilray 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眼睁睁看着第二家万亿美刀的公司极有可能在今晚诞生。亚马逊的万亿美刀比苹果的万亿美刀更令人惊叹。创始人贝索斯持股将近20%,身家2000亿美刀,达到人类财富的巅峰。亚马逊身处的市场,电商,云,都是竞争激烈的市场,反垄断调查都没法对它造成什么伤害。市盈率160倍,证明这家万亿美刀的公司还没被资本市场当成巨兽,依然是一个快速奔跑的孩子。所以公司市值的天花板在哪里?个人财富的天花板在哪里?在亚马逊的身上竟然看不到!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/258073","isVote":1,"tweetType":1,"viewCount":2079,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461232460029301","authorId":"3461232460029301","name":"观国之光","avatar":"https://static.tigerbbs.com/9557ba9e74abe753701872c56d4d6e77","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3461232460029301","idStr":"3461232460029301"},"content":"这逼太有钱了,","text":"这逼太有钱了,","html":"这逼太有钱了,"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257988,"gmtCreate":1536073114612,"gmtModify":1704772284213,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466910476564750","idStr":"3466910476564750"},"themes":[],"htmlText":"$尚德机构(STG)$这个票的涨跌在中概股里面也太不合群了。虽然别人在涨的时候他一直在跌,但是别人在跌的时候了,他通常会暴涨一下。","listText":"$尚德机构(STG)$这个票的涨跌在中概股里面也太不合群了。虽然别人在涨的时候他一直在跌,但是别人在跌的时候了,他通常会暴涨一下。","text":"$尚德机构(STG)$这个票的涨跌在中概股里面也太不合群了。虽然别人在涨的时候他一直在跌,但是别人在跌的时候了,他通常会暴涨一下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/257988","isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440395529713636","authorId":"3440395529713636","name":"看空一切","avatar":"https://static.tigerbbs.com/7f4922417af7730b47094d1965c6c4a5","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3440395529713636","idStr":"3440395529713636"},"content":"说明很少有人能看得懂他","text":"说明很少有人能看得懂他","html":"说明很少有人能看得懂他"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257800,"gmtCreate":1536069194099,"gmtModify":1704772261040,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466910476564750","idStr":"3466910476564750"},"themes":[],"title":"当前中外投资者对中概前景存在巨大分歧","htmlText":"A股港股今天都大涨,但是中概股今晚开盘全线开跌,这说明了中外投资者对中国相关股票存在巨大分歧。A股港股与境内市场相通,更加超跌思涨,从上周开始来了一波不大不小的反弹。但美国中概股显然与美股走势以及美国投资者对中概股的风险偏好更相关。在美股走弱,新兴市场爆雷,和2000亿美元关税的的背景下,中概股这几天估计都抬不起头来。两种力量激荡,使得股市行情持续性极差,短线操作极其不易。还是轻仓在手,快进快出吧。 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,但开盘后被万亿活活拉起来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257184,"gmtCreate":1535976002735,"gmtModify":1704772179154,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466910476564750","idStr":"3466910476564750"},"themes":[],"title":"看了这张图还是觉得我大A好","htmlText":"$京东(JD)$ 不过现在据说真正的受害者就要浮出水面了,东哥喜欢的人还是一如继往的喜欢喝奶茶,我就说,人怎么会这么善变。网友啊,总是喜欢来点强烈的对比好给段子加点料。这位女同志,热度已经蹭够了,你也该出来澄清辟谣了吧?再不出来我都要信了。 话说这次好多文字又有了新的解释 奶茶抹茶,强东强西,不知妻美,脸盲。。。","listText":"$京东(JD)$ 不过现在据说真正的受害者就要浮出水面了,东哥喜欢的人还是一如继往的喜欢喝奶茶,我就说,人怎么会这么善变。网友啊,总是喜欢来点强烈的对比好给段子加点料。这位女同志,热度已经蹭够了,你也该出来澄清辟谣了吧?再不出来我都要信了。 话说这次好多文字又有了新的解释 奶茶抹茶,强东强西,不知妻美,脸盲。。。","text":"$京东(JD)$ 不过现在据说真正的受害者就要浮出水面了,东哥喜欢的人还是一如继往的喜欢喝奶茶,我就说,人怎么会这么善变。网友啊,总是喜欢来点强烈的对比好给段子加点料。这位女同志,热度已经蹭够了,你也该出来澄清辟谣了吧?再不出来我都要信了。 话说这次好多文字又有了新的解释 奶茶抹茶,强东强西,不知妻美,脸盲。。。","images":[{"img":"https://static.tigerbbs.com/82c74246a9ce0a14bef48f62b42930a6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/257184","isVote":1,"tweetType":1,"viewCount":2680,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"238312778982404","authorId":"238312778982404","name":"明晚七点秋名山","avatar":"https://static.laohu8.com/0d51ca48fbac26c185fa14cfe814bb0e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"238312778982404","idStr":"238312778982404"},"content":"最大的问题就是米米不够大 下面再好看都没掉用 没米米叫女人吗。强哥死也要体验正在的女人","text":"最大的问题就是米米不够大 下面再好看都没掉用 没米米叫女人吗。强哥死也要体验正在的女人","html":"最大的问题就是米米不够大 下面再好看都没掉用 没米米叫女人吗。强哥死也要体验正在的女人"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":260189,"gmtCreate":1536237492568,"gmtModify":1704772567787,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466910476564750","idStr":"3466910476564750"},"themes":[],"title":"猜测一下这次关税还加不加了","htmlText":"说好的今天要明确是否对2000亿美刀的中国进口商品加征关税,这两天我大A和港股就已经提前筑起了关税底,但谁想,今天中美各大权威媒体竟然对这一消息都闭口不言,好像根本不存在这事一样,这不是增加我们小股民们的心理负担吗?底还不能抄了?空还能不能做了?消息一直不出来,手头这点韭菜钱心痒难耐啊! 还好,我商务部率先作起了表率,决定抢占先机,不战而屈人之兵。 什么逾九成参与者,这些参与者到底指的谁,民众?企业?还是政府官员??什么有消息称川普会继续推进,哪来的消息?川普作为发推大王都只字不提我是实在不知道消息哪来的。川普是准备和美国人民杠到底了吗? 政治新闻得先分析立场。通观此份声明,大体无外乎站定以下两个立场: 1:美国企业大体是反对的,川普是在逆民意而行; 2:只要你敢动手,我们绝不认怂,势必也要拉你们下水,所以你们最好放老实点。(毕竟我们有14亿共克时艰的人民,你们的人民受点苦就嗷嗷叫。) 总得来讲就是:你不得人心,你搬起石头就会砸自己的脚。 所以这个石头还是不要搬了吧! 显然,这表明,美方并没有给出确切的信息是否要开征,这与美方的沉默相一致。而我们有充分的担忧相信美方会开征,所以进行一场事前恐吓,给美方的决策增加一个负面因素。美方虽然是沉默的,但是内部肯定正在进行激烈的讨论,事前恐吓能帮助结果朝我方有利的方向前进。这也与美方的沉默相一致。内部意见分歧太大,无法形成一致结果,所以对外选择了沉默。 而翻墙出来,很多药丸党们都说,这次意见征询已经获得了通过,投票比例32:19,从9/7号开始先对800亿美刀物品开征,后续再对1200亿美刀物品下手。说的信息精确,振振有词,好像真的一样。 对此,我只能把这当作药丸党们的预言看待。 从现在盘前的表现来看,由于没有确切信息,超跌的中概们正在小心翼翼的修复。可以适当博一下反弹,但要快进快出。反弹过巨的票做空一下也OK的,毕竟,","listText":"说好的今天要明确是否对2000亿美刀的中国进口商品加征关税,这两天我大A和港股就已经提前筑起了关税底,但谁想,今天中美各大权威媒体竟然对这一消息都闭口不言,好像根本不存在这事一样,这不是增加我们小股民们的心理负担吗?底还不能抄了?空还能不能做了?消息一直不出来,手头这点韭菜钱心痒难耐啊! 还好,我商务部率先作起了表率,决定抢占先机,不战而屈人之兵。 什么逾九成参与者,这些参与者到底指的谁,民众?企业?还是政府官员??什么有消息称川普会继续推进,哪来的消息?川普作为发推大王都只字不提我是实在不知道消息哪来的。川普是准备和美国人民杠到底了吗? 政治新闻得先分析立场。通观此份声明,大体无外乎站定以下两个立场: 1:美国企业大体是反对的,川普是在逆民意而行; 2:只要你敢动手,我们绝不认怂,势必也要拉你们下水,所以你们最好放老实点。(毕竟我们有14亿共克时艰的人民,你们的人民受点苦就嗷嗷叫。) 总得来讲就是:你不得人心,你搬起石头就会砸自己的脚。 所以这个石头还是不要搬了吧! 显然,这表明,美方并没有给出确切的信息是否要开征,这与美方的沉默相一致。而我们有充分的担忧相信美方会开征,所以进行一场事前恐吓,给美方的决策增加一个负面因素。美方虽然是沉默的,但是内部肯定正在进行激烈的讨论,事前恐吓能帮助结果朝我方有利的方向前进。这也与美方的沉默相一致。内部意见分歧太大,无法形成一致结果,所以对外选择了沉默。 而翻墙出来,很多药丸党们都说,这次意见征询已经获得了通过,投票比例32:19,从9/7号开始先对800亿美刀物品开征,后续再对1200亿美刀物品下手。说的信息精确,振振有词,好像真的一样。 对此,我只能把这当作药丸党们的预言看待。 从现在盘前的表现来看,由于没有确切信息,超跌的中概们正在小心翼翼的修复。可以适当博一下反弹,但要快进快出。反弹过巨的票做空一下也OK的,毕竟,","text":"说好的今天要明确是否对2000亿美刀的中国进口商品加征关税,这两天我大A和港股就已经提前筑起了关税底,但谁想,今天中美各大权威媒体竟然对这一消息都闭口不言,好像根本不存在这事一样,这不是增加我们小股民们的心理负担吗?底还不能抄了?空还能不能做了?消息一直不出来,手头这点韭菜钱心痒难耐啊! 还好,我商务部率先作起了表率,决定抢占先机,不战而屈人之兵。 什么逾九成参与者,这些参与者到底指的谁,民众?企业?还是政府官员??什么有消息称川普会继续推进,哪来的消息?川普作为发推大王都只字不提我是实在不知道消息哪来的。川普是准备和美国人民杠到底了吗? 政治新闻得先分析立场。通观此份声明,大体无外乎站定以下两个立场: 1:美国企业大体是反对的,川普是在逆民意而行; 2:只要你敢动手,我们绝不认怂,势必也要拉你们下水,所以你们最好放老实点。(毕竟我们有14亿共克时艰的人民,你们的人民受点苦就嗷嗷叫。) 总得来讲就是:你不得人心,你搬起石头就会砸自己的脚。 所以这个石头还是不要搬了吧! 显然,这表明,美方并没有给出确切的信息是否要开征,这与美方的沉默相一致。而我们有充分的担忧相信美方会开征,所以进行一场事前恐吓,给美方的决策增加一个负面因素。美方虽然是沉默的,但是内部肯定正在进行激烈的讨论,事前恐吓能帮助结果朝我方有利的方向前进。这也与美方的沉默相一致。内部意见分歧太大,无法形成一致结果,所以对外选择了沉默。 而翻墙出来,很多药丸党们都说,这次意见征询已经获得了通过,投票比例32:19,从9/7号开始先对800亿美刀物品开征,后续再对1200亿美刀物品下手。说的信息精确,振振有词,好像真的一样。 对此,我只能把这当作药丸党们的预言看待。 从现在盘前的表现来看,由于没有确切信息,超跌的中概们正在小心翼翼的修复。可以适当博一下反弹,但要快进快出。反弹过巨的票做空一下也OK的,毕竟,","images":[{"img":"https://static.tigerbbs.com/77c855ab1c4d62745b8355604b42431e"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":8,"commentSize":34,"repostSize":0,"link":"https://laohu8.com/post/260189","isVote":1,"tweetType":1,"viewCount":6606,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"16180209980775","authorId":"16180209980775","name":"九格","avatar":"https://static.tigerbbs.com/9b7351b7dca167cbf31dfae7714bb158","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"16180209980775","idStr":"16180209980775"},"content":"加啊,美国都推进到这个程度了难道还不信他来真的? 只是未必加这么多,一次性打满的话后续不好拿筹码,而且美国消费者自己影响也大。","text":"加啊,美国都推进到这个程度了难道还不信他来真的? 只是未必加这么多,一次性打满的话后续不好拿筹码,而且美国消费者自己影响也大。","html":"加啊,美国都推进到这个程度了难道还不信他来真的? 只是未必加这么多,一次性打满的话后续不好拿筹码,而且美国消费者自己影响也大。"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":247624,"gmtCreate":1534871354162,"gmtModify":1704770955768,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466910476564750","idStr":"3466910476564750"},"themes":[],"title":"中概风格转换快,小散哀告求良方。","htmlText":"8/15前一周,我差点以为中概股的末日要到了,不管你财报,是差也狂跌,是好也狂跌,根本涨不起来。其它中概股,无论新旧,都吊起一根大阴*一起叫爹。 $百度(BIDU)$ $万国数据(GDS)$ $极光(JG)$ $网易(NTES)$ 但是从8/15腾讯财报后,似乎这个规律变了。京东财报不好看,盘前就涨回去了,世纪互联财报烂,盘前也涨回去了,并且还开启了一波反弹。其余中概股,也都跟着起舞。最搞笑的是58同城,发布财报以来已经强势连涨二十个点,一批空头已经哭死在山腰上。 $京东(JD)$ $世纪互联(VNET)$ $58同城(WUBA)$ $哔哩哔哩(BILI)$ $虎牙(HUYA)$ $爱奇艺(IQ)$ 政策的春风也开始吹拂频频爆雷的p2p,一批互金公司开始翩翩起舞,度过了红红火火的一周。 $宜人贷(YRD)$ $信而富(XRF)$ $拍拍贷(PPDF)$ $乐信(LX)$ 政策的秋风开始吹进教育行业,先是全体教育股来了个集体大跌以向政策敬礼,然后走势开始分化。港股教育股回暖了,而课外培训的票继续向深渊进发。 $好未来(TAL)$ $新东方(EDU)$ 长者说,要考虑历史的进程,马克思说。外因影响内因。我觉得你们都说的好棒👍 中丐们风格转换太快,跟得上的盆满钵满,跟不上的破产清算。 下一步要怎么办???","listText":"8/15前一周,我差点以为中概股的末日要到了,不管你财报,是差也狂跌,是好也狂跌,根本涨不起来。其它中概股,无论新旧,都吊起一根大阴*一起叫爹。 $百度(BIDU)$ $万国数据(GDS)$ $极光(JG)$ $网易(NTES)$ 但是从8/15腾讯财报后,似乎这个规律变了。京东财报不好看,盘前就涨回去了,世纪互联财报烂,盘前也涨回去了,并且还开启了一波反弹。其余中概股,也都跟着起舞。最搞笑的是58同城,发布财报以来已经强势连涨二十个点,一批空头已经哭死在山腰上。 $京东(JD)$ $世纪互联(VNET)$ $58同城(WUBA)$ $哔哩哔哩(BILI)$ $虎牙(HUYA)$ $爱奇艺(IQ)$ 政策的春风也开始吹拂频频爆雷的p2p,一批互金公司开始翩翩起舞,度过了红红火火的一周。 $宜人贷(YRD)$ $信而富(XRF)$ $拍拍贷(PPDF)$ $乐信(LX)$ 政策的秋风开始吹进教育行业,先是全体教育股来了个集体大跌以向政策敬礼,然后走势开始分化。港股教育股回暖了,而课外培训的票继续向深渊进发。 $好未来(TAL)$ $新东方(EDU)$ 长者说,要考虑历史的进程,马克思说。外因影响内因。我觉得你们都说的好棒👍 中丐们风格转换太快,跟得上的盆满钵满,跟不上的破产清算。 下一步要怎么办???","text":"8/15前一周,我差点以为中概股的末日要到了,不管你财报,是差也狂跌,是好也狂跌,根本涨不起来。其它中概股,无论新旧,都吊起一根大阴*一起叫爹。 $百度(BIDU)$ $万国数据(GDS)$ $极光(JG)$ $网易(NTES)$ 但是从8/15腾讯财报后,似乎这个规律变了。京东财报不好看,盘前就涨回去了,世纪互联财报烂,盘前也涨回去了,并且还开启了一波反弹。其余中概股,也都跟着起舞。最搞笑的是58同城,发布财报以来已经强势连涨二十个点,一批空头已经哭死在山腰上。 $京东(JD)$ $世纪互联(VNET)$ $58同城(WUBA)$ $哔哩哔哩(BILI)$ $虎牙(HUYA)$ $爱奇艺(IQ)$ 政策的春风也开始吹拂频频爆雷的p2p,一批互金公司开始翩翩起舞,度过了红红火火的一周。 $宜人贷(YRD)$ $信而富(XRF)$ $拍拍贷(PPDF)$ $乐信(LX)$ 政策的秋风开始吹进教育行业,先是全体教育股来了个集体大跌以向政策敬礼,然后走势开始分化。港股教育股回暖了,而课外培训的票继续向深渊进发。 $好未来(TAL)$ $新东方(EDU)$ 长者说,要考虑历史的进程,马克思说。外因影响内因。我觉得你们都说的好棒👍 中丐们风格转换太快,跟得上的盆满钵满,跟不上的破产清算。 下一步要怎么办???","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/247624","isVote":1,"tweetType":1,"viewCount":5156,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478932358745905","authorId":"3478932358745905","name":"二倍角的正弦","avatar":"https://static.tigerbbs.com/33bbc11381574ff3b715c393f62f4f12","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3478932358745905","idStr":"3478932358745905"},"content":"美股长牛即将结束","text":"美股长牛即将结束","html":"美股长牛即将结束"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257800,"gmtCreate":1536069194099,"gmtModify":1704772261040,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466910476564750","idStr":"3466910476564750"},"themes":[],"title":"当前中外投资者对中概前景存在巨大分歧","htmlText":"A股港股今天都大涨,但是中概股今晚开盘全线开跌,这说明了中外投资者对中国相关股票存在巨大分歧。A股港股与境内市场相通,更加超跌思涨,从上周开始来了一波不大不小的反弹。但美国中概股显然与美股走势以及美国投资者对中概股的风险偏好更相关。在美股走弱,新兴市场爆雷,和2000亿美元关税的的背景下,中概股这几天估计都抬不起头来。两种力量激荡,使得股市行情持续性极差,短线操作极其不易。还是轻仓在手,快进快出吧。 $三倍做多FTSE中国ETF-Direxion(YINN)$$三倍做空FTSE中国ETF-Direxion(YANG)$ $恒生指数(HSI)$ $阿里巴巴(BABA)$ $纳斯达克(.IXIC)$ 另外,京东跌了这么多,应该不完全是强西事件的影响,与当前美中概的风险偏好也有关。 $京东(JD)$","listText":"A股港股今天都大涨,但是中概股今晚开盘全线开跌,这说明了中外投资者对中国相关股票存在巨大分歧。A股港股与境内市场相通,更加超跌思涨,从上周开始来了一波不大不小的反弹。但美国中概股显然与美股走势以及美国投资者对中概股的风险偏好更相关。在美股走弱,新兴市场爆雷,和2000亿美元关税的的背景下,中概股这几天估计都抬不起头来。两种力量激荡,使得股市行情持续性极差,短线操作极其不易。还是轻仓在手,快进快出吧。 $三倍做多FTSE中国ETF-Direxion(YINN)$$三倍做空FTSE中国ETF-Direxion(YANG)$ $恒生指数(HSI)$ $阿里巴巴(BABA)$ $纳斯达克(.IXIC)$ 另外,京东跌了这么多,应该不完全是强西事件的影响,与当前美中概的风险偏好也有关。 $京东(JD)$","text":"A股港股今天都大涨,但是中概股今晚开盘全线开跌,这说明了中外投资者对中国相关股票存在巨大分歧。A股港股与境内市场相通,更加超跌思涨,从上周开始来了一波不大不小的反弹。但美国中概股显然与美股走势以及美国投资者对中概股的风险偏好更相关。在美股走弱,新兴市场爆雷,和2000亿美元关税的的背景下,中概股这几天估计都抬不起头来。两种力量激荡,使得股市行情持续性极差,短线操作极其不易。还是轻仓在手,快进快出吧。 $三倍做多FTSE中国ETF-Direxion(YINN)$$三倍做空FTSE中国ETF-Direxion(YANG)$ $恒生指数(HSI)$ $阿里巴巴(BABA)$ $纳斯达克(.IXIC)$ 另外,京东跌了这么多,应该不完全是强西事件的影响,与当前美中概的风险偏好也有关。 $京东(JD)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":8,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/257800","isVote":1,"tweetType":1,"viewCount":4334,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"20727972514030","idStr":"20727972514030"},"content":"欧股也大跌了$SPDR DJ EURO STOXX 50 Fund(FEZ)$ ,但开盘后被万亿活活拉起来","text":"欧股也大跌了$SPDR DJ EURO STOXX 50 Fund(FEZ)$ ,但开盘后被万亿活活拉起来","html":"欧股也大跌了$SPDR DJ EURO STOXX 50 Fund(FEZ)$ ,但开盘后被万亿活活拉起来"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252216,"gmtCreate":1535384329076,"gmtModify":1704771544083,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466910476564750","idStr":"3466910476564750"},"themes":[],"title":"感觉自己像是受了中美的联合暴击","htmlText":"上周五的时候,腾讯已经跌了两天,阿里发财报,来了一个垂直过山车,市场情绪掉头向下的迹象明显。加上中美贸易谈判,互相加关税,以及人民币兑美元回到6.89的位置,坚定了我看空中概的信念。于是在上周五盘前迫不及待的进了三倍做空富时A50的ETF。 结果没想到啊,完全没想到啊,周五美股大涨,带动中概上涨,周六我们伟大的央妈更是重启了逆周期因子这个大杀器,把人民币汇率一天的时间硬是从6.89干到了6.80。这造成的结果,今天我们已经在我大A,港股和中概上面完整的显现出来了。 可怕的是,今晚美股蹑嗑药了一样,还在勇创新高。唉,自从进了美股,对中国股票的判断就没一次对过。 还好,人民币汇率貌似没有进一步下\"跌\"的空间了。 最后,作为中国人,我必须要为人民币站台,在此重申三遍,启动逆周期因子,是市场自动调节。 我们没有操纵汇率! 我们没有操作汇率! 我们没有操纵汇率! $三倍做空FTSE中国ETF-Direxion(YANG)$$三倍做多FTSE中国ETF-Direxion(YINN)$ $阿里巴巴(BABA)$ $腾讯控股(00700)$","listText":"上周五的时候,腾讯已经跌了两天,阿里发财报,来了一个垂直过山车,市场情绪掉头向下的迹象明显。加上中美贸易谈判,互相加关税,以及人民币兑美元回到6.89的位置,坚定了我看空中概的信念。于是在上周五盘前迫不及待的进了三倍做空富时A50的ETF。 结果没想到啊,完全没想到啊,周五美股大涨,带动中概上涨,周六我们伟大的央妈更是重启了逆周期因子这个大杀器,把人民币汇率一天的时间硬是从6.89干到了6.80。这造成的结果,今天我们已经在我大A,港股和中概上面完整的显现出来了。 可怕的是,今晚美股蹑嗑药了一样,还在勇创新高。唉,自从进了美股,对中国股票的判断就没一次对过。 还好,人民币汇率貌似没有进一步下\"跌\"的空间了。 最后,作为中国人,我必须要为人民币站台,在此重申三遍,启动逆周期因子,是市场自动调节。 我们没有操纵汇率! 我们没有操作汇率! 我们没有操纵汇率! $三倍做空FTSE中国ETF-Direxion(YANG)$$三倍做多FTSE中国ETF-Direxion(YINN)$ $阿里巴巴(BABA)$ $腾讯控股(00700)$","text":"上周五的时候,腾讯已经跌了两天,阿里发财报,来了一个垂直过山车,市场情绪掉头向下的迹象明显。加上中美贸易谈判,互相加关税,以及人民币兑美元回到6.89的位置,坚定了我看空中概的信念。于是在上周五盘前迫不及待的进了三倍做空富时A50的ETF。 结果没想到啊,完全没想到啊,周五美股大涨,带动中概上涨,周六我们伟大的央妈更是重启了逆周期因子这个大杀器,把人民币汇率一天的时间硬是从6.89干到了6.80。这造成的结果,今天我们已经在我大A,港股和中概上面完整的显现出来了。 可怕的是,今晚美股蹑嗑药了一样,还在勇创新高。唉,自从进了美股,对中国股票的判断就没一次对过。 还好,人民币汇率貌似没有进一步下\"跌\"的空间了。 最后,作为中国人,我必须要为人民币站台,在此重申三遍,启动逆周期因子,是市场自动调节。 我们没有操纵汇率! 我们没有操作汇率! 我们没有操纵汇率! $三倍做空FTSE中国ETF-Direxion(YANG)$$三倍做多FTSE中国ETF-Direxion(YINN)$ $阿里巴巴(BABA)$ $腾讯控股(00700)$","images":[{"img":"https://static.tigerbbs.com/7aef9a5fad4061aca9977f218dfb33f3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/252216","isVote":1,"tweetType":1,"viewCount":6491,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478497998742964","authorId":"3478497998742964","name":"绍敏郡主","avatar":"https://static.tigerbbs.com/f861a5df30391fb79aed342bf9c2be78","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3478497998742964","idStr":"3478497998742964"},"content":"都跌的差不多了你才开始做空","text":"都跌的差不多了你才开始做空","html":"都跌的差不多了你才开始做空"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":248317,"gmtCreate":1534944213173,"gmtModify":1704771047471,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466910476564750","idStr":"3466910476564750"},"themes":[],"title":"无声的炮火,送陌陌上天","htmlText":"以后的人们说起2018年的股市江湖,都会津津乐道一件事:社交网络被团灭了! 作为社交网络盟主的$Facebook(FB)$ ,先是陷入了“剑桥数据门”的巨大漩涡,掌门人小扎东奔西走,终于还是获得了朝堂的认可,带领FB创出历史新高。但就在春风得意之时,财报惊雷,FB一日狂泄千亿,造就了股市江湖难以逾越的神话。 从此开始,社交网络的江湖便满布腥风血雨。 三弟$Snap Inc(SNAP)$ ,见势不对,开始隐藏锋芒,提前进入下跌模式。 这边厢。自成一派与欧美分庭抗礼的$微博(WB)$ 和$腾讯控股(00700)$ ,早已经开启阴跌模式,自断经脉,韬光养晦了。 事后,当人们总结这次团灭的成因时,人们发现痕迹早已露出,因缘也早已经种下。“剑桥数据门”,并不对FB的基本面造成影响,但是它却表明社交网络开始窥探人心,开始可以被人们利用,社交网络要碰到强监管的利剑了。 事实也正是如此,2018年5月25日推出的欧洲通用数据保护法(GDPR),是FB欧洲用户数下滑的直接动因。而为此,老二推特也开始限制16岁以下用户使用推特,并主动清理了数百万的僵尸粉,直接造成了用户数的下滑。 而更深一步来观察,所有的社交网络软件,都遇到了增长的瓶颈,用户数增长乏力。增长陷阱与监管整顿两把大杀器,使东西半球的社交网络们,共同陷入了寒冬。 但但但,唯独有一漏网之鱼,江湖中人人都听过,但却没人见过别人使用的软件,$陌陌(MOMO)$ ,独自扛起了用户数继续增长的大旗。如果不是大哥们遭到团灭,或许没人会关注到它,它还依然躲在树荫里舒适的过着小日子了。 随着陌陌的财报日临近,空头们集结起来,向社交网络最后的领地发起了总攻。随着财报揭晓,月活一亿多稳定增长超逾期盈利的陌陌,代表社交网络给了空头们致命一击。 为什么没见过别人用的软件却越来越活跃,噢!原来是,炮火无声。无数寂寞空虚房托酒托的人们,用自己默默的耕耘,做了陌","listText":"以后的人们说起2018年的股市江湖,都会津津乐道一件事:社交网络被团灭了! 作为社交网络盟主的$Facebook(FB)$ ,先是陷入了“剑桥数据门”的巨大漩涡,掌门人小扎东奔西走,终于还是获得了朝堂的认可,带领FB创出历史新高。但就在春风得意之时,财报惊雷,FB一日狂泄千亿,造就了股市江湖难以逾越的神话。 从此开始,社交网络的江湖便满布腥风血雨。 三弟$Snap Inc(SNAP)$ ,见势不对,开始隐藏锋芒,提前进入下跌模式。 这边厢。自成一派与欧美分庭抗礼的$微博(WB)$ 和$腾讯控股(00700)$ ,早已经开启阴跌模式,自断经脉,韬光养晦了。 事后,当人们总结这次团灭的成因时,人们发现痕迹早已露出,因缘也早已经种下。“剑桥数据门”,并不对FB的基本面造成影响,但是它却表明社交网络开始窥探人心,开始可以被人们利用,社交网络要碰到强监管的利剑了。 事实也正是如此,2018年5月25日推出的欧洲通用数据保护法(GDPR),是FB欧洲用户数下滑的直接动因。而为此,老二推特也开始限制16岁以下用户使用推特,并主动清理了数百万的僵尸粉,直接造成了用户数的下滑。 而更深一步来观察,所有的社交网络软件,都遇到了增长的瓶颈,用户数增长乏力。增长陷阱与监管整顿两把大杀器,使东西半球的社交网络们,共同陷入了寒冬。 但但但,唯独有一漏网之鱼,江湖中人人都听过,但却没人见过别人使用的软件,$陌陌(MOMO)$ ,独自扛起了用户数继续增长的大旗。如果不是大哥们遭到团灭,或许没人会关注到它,它还依然躲在树荫里舒适的过着小日子了。 随着陌陌的财报日临近,空头们集结起来,向社交网络最后的领地发起了总攻。随着财报揭晓,月活一亿多稳定增长超逾期盈利的陌陌,代表社交网络给了空头们致命一击。 为什么没见过别人用的软件却越来越活跃,噢!原来是,炮火无声。无数寂寞空虚房托酒托的人们,用自己默默的耕耘,做了陌","text":"以后的人们说起2018年的股市江湖,都会津津乐道一件事:社交网络被团灭了! 作为社交网络盟主的$Facebook(FB)$ ,先是陷入了“剑桥数据门”的巨大漩涡,掌门人小扎东奔西走,终于还是获得了朝堂的认可,带领FB创出历史新高。但就在春风得意之时,财报惊雷,FB一日狂泄千亿,造就了股市江湖难以逾越的神话。 从此开始,社交网络的江湖便满布腥风血雨。 三弟$Snap Inc(SNAP)$ ,见势不对,开始隐藏锋芒,提前进入下跌模式。 这边厢。自成一派与欧美分庭抗礼的$微博(WB)$ 和$腾讯控股(00700)$ ,早已经开启阴跌模式,自断经脉,韬光养晦了。 事后,当人们总结这次团灭的成因时,人们发现痕迹早已露出,因缘也早已经种下。“剑桥数据门”,并不对FB的基本面造成影响,但是它却表明社交网络开始窥探人心,开始可以被人们利用,社交网络要碰到强监管的利剑了。 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为什么没见过别人用的软件却越来越活跃,噢!原来是,炮火无声。无数寂寞空虚房托酒托的人们,用自己默默的耕耘,做了陌","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/248317","isVote":1,"tweetType":1,"viewCount":4901,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3447477120405680","idStr":"3447477120405680"},"content":"为啥?先空一手","text":"为啥?先空一手","html":"为啥?先空一手"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249576,"gmtCreate":1535028220525,"gmtModify":1704771213848,"author":{"id":"3466910476564750","authorId":"3466910476564750","name":"李明见","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466910476564750","idStr":"3466910476564750"},"themes":[],"title":"A是国运股,T是红利股,B是儿童股","htmlText":"风水轮转,逝者不还。 早年B独领风骚,那是搜索大爆发的年代。关于G的离开,坊间一直莫衷一是。有人认为是监管原因,有人认为是谷歌自愿离开,也有人认为是G没有B懂中国,拿着价值观当遮羞布。 但是不可否认的是,G的离开和监管收严,是B这么多年独领风骚的原因,是B真正的护城河。真是舒适啊,不管魏则西事件如何发酵,莆田系医院如何猖狂,竞价排名如何让体验更糟,B永远是受保护的儿童,不会长大进取,也不会迈出城池一步。 那当然,B也就有了看得见的天花板。 T又比较不一样,它把国人紧紧的黏在了一起,移动时代降低了入网的门槛,超强的粘性使T拥有了国内最大的规模,最大的规模使它可以在多领域最尽情的扩张,多领域的扩张让它建立了帝国。一度它成为中国互联网届的最高代表。 观察T的成长路径,与中国入网人数和移动互联网的兴起息息相关,它占尽了这两个红利,在中国披荆斩棘。 只是,红利也有到头的时候。T能走出国门,打开另一片红利的蓝海吗?呵呵,怕是没那么容易。铜墙铁壁,坚甲利兵,国外的群雄们一直环伺在门外,枕戈待旦,等待出击。 所以,T也有了天花板,虽然天花板比B更高。B就像是圈养的孩子,T已经是圈子内争食成功而长大的胖子。 最后回到本文的主角A,它靠女人起家,它在美国上市,它所在的环境是真正的前狼后虎,一场一场的硬战打过来,它驱退了前狼,也甩开了后虎。终于走出国门,去挑战当今的武林盟主。 它进一步的成功,需要自己的坚韧努力,但也需要有郭嘉,这个坚强的后盾。郭嘉强,则强;郭嘉弱,则弱。看着A的涨跌,就知道了歪果仁对郭嘉未来的看法。 所以,A的未来与郭嘉的未来越发紧密。直到A最终练成至高武林秘籍,达摩宝剑,才能摆脱对郭嘉的依赖,在武林里继续负重前行。 B的时代已经走远了,T的时代将要到头了,A的时代正在我们眼前徐徐展开。 $百度(BIDU)$ $腾讯控股(00700)$ $阿里巴巴(BABA)$ $谷歌(GOO","listText":"风水轮转,逝者不还。 早年B独领风骚,那是搜索大爆发的年代。关于G的离开,坊间一直莫衷一是。有人认为是监管原因,有人认为是谷歌自愿离开,也有人认为是G没有B懂中国,拿着价值观当遮羞布。 但是不可否认的是,G的离开和监管收严,是B这么多年独领风骚的原因,是B真正的护城河。真是舒适啊,不管魏则西事件如何发酵,莆田系医院如何猖狂,竞价排名如何让体验更糟,B永远是受保护的儿童,不会长大进取,也不会迈出城池一步。 那当然,B也就有了看得见的天花板。 T又比较不一样,它把国人紧紧的黏在了一起,移动时代降低了入网的门槛,超强的粘性使T拥有了国内最大的规模,最大的规模使它可以在多领域最尽情的扩张,多领域的扩张让它建立了帝国。一度它成为中国互联网届的最高代表。 观察T的成长路径,与中国入网人数和移动互联网的兴起息息相关,它占尽了这两个红利,在中国披荆斩棘。 只是,红利也有到头的时候。T能走出国门,打开另一片红利的蓝海吗?呵呵,怕是没那么容易。铜墙铁壁,坚甲利兵,国外的群雄们一直环伺在门外,枕戈待旦,等待出击。 所以,T也有了天花板,虽然天花板比B更高。B就像是圈养的孩子,T已经是圈子内争食成功而长大的胖子。 最后回到本文的主角A,它靠女人起家,它在美国上市,它所在的环境是真正的前狼后虎,一场一场的硬战打过来,它驱退了前狼,也甩开了后虎。终于走出国门,去挑战当今的武林盟主。 它进一步的成功,需要自己的坚韧努力,但也需要有郭嘉,这个坚强的后盾。郭嘉强,则强;郭嘉弱,则弱。看着A的涨跌,就知道了歪果仁对郭嘉未来的看法。 所以,A的未来与郭嘉的未来越发紧密。直到A最终练成至高武林秘籍,达摩宝剑,才能摆脱对郭嘉的依赖,在武林里继续负重前行。 B的时代已经走远了,T的时代将要到头了,A的时代正在我们眼前徐徐展开。 $百度(BIDU)$ $腾讯控股(00700)$ $阿里巴巴(BABA)$ $谷歌(GOO","text":"风水轮转,逝者不还。 早年B独领风骚,那是搜索大爆发的年代。关于G的离开,坊间一直莫衷一是。有人认为是监管原因,有人认为是谷歌自愿离开,也有人认为是G没有B懂中国,拿着价值观当遮羞布。 但是不可否认的是,G的离开和监管收严,是B这么多年独领风骚的原因,是B真正的护城河。真是舒适啊,不管魏则西事件如何发酵,莆田系医院如何猖狂,竞价排名如何让体验更糟,B永远是受保护的儿童,不会长大进取,也不会迈出城池一步。 那当然,B也就有了看得见的天花板。 T又比较不一样,它把国人紧紧的黏在了一起,移动时代降低了入网的门槛,超强的粘性使T拥有了国内最大的规模,最大的规模使它可以在多领域最尽情的扩张,多领域的扩张让它建立了帝国。一度它成为中国互联网届的最高代表。 观察T的成长路径,与中国入网人数和移动互联网的兴起息息相关,它占尽了这两个红利,在中国披荆斩棘。 只是,红利也有到头的时候。T能走出国门,打开另一片红利的蓝海吗?呵呵,怕是没那么容易。铜墙铁壁,坚甲利兵,国外的群雄们一直环伺在门外,枕戈待旦,等待出击。 所以,T也有了天花板,虽然天花板比B更高。B就像是圈养的孩子,T已经是圈子内争食成功而长大的胖子。 最后回到本文的主角A,它靠女人起家,它在美国上市,它所在的环境是真正的前狼后虎,一场一场的硬战打过来,它驱退了前狼,也甩开了后虎。终于走出国门,去挑战当今的武林盟主。 它进一步的成功,需要自己的坚韧努力,但也需要有郭嘉,这个坚强的后盾。郭嘉强,则强;郭嘉弱,则弱。看着A的涨跌,就知道了歪果仁对郭嘉未来的看法。 所以,A的未来与郭嘉的未来越发紧密。直到A最终练成至高武林秘籍,达摩宝剑,才能摆脱对郭嘉的依赖,在武林里继续负重前行。 B的时代已经走远了,T的时代将要到头了,A的时代正在我们眼前徐徐展开。 $百度(BIDU)$ $腾讯控股(00700)$ $阿里巴巴(BABA)$ 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Inc.(TLRY)$冲进来了,不会崩盘吧??","listText":"$Tilray Inc.(TLRY)$冲进来了,不会崩盘吧??","text":"$Tilray 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中概终于重回我熟悉的好坏通杀模式,今天在阿里开盘后四个点止盈,然后买入YINN看空,简直是神操作。 虽然仓位小。 今晚打算出掉,明天再看情况。","listText":"$三倍做空FTSE中国ETF-Direxion(YANG)$ 中概终于重回我熟悉的好坏通杀模式,今天在阿里开盘后四个点止盈,然后买入YINN看空,简直是神操作。 虽然仓位小。 今晚打算出掉,明天再看情况。","text":"$三倍做空FTSE中国ETF-Direxion(YANG)$ 中概终于重回我熟悉的好坏通杀模式,今天在阿里开盘后四个点止盈,然后买入YINN看空,简直是神操作。 虽然仓位小。 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