Airbnb的个人主页 - 老虎社区

Airbnb

Airbnb

今年财神到你家，你家今年必大发。

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0勋章

2019-10-17

$小米集团-W(01810)$谁TM买小米儿啊。

2019-08-20

90后请出列美股港股A股币圈以下你都在哪里？投资收益多少？不许吹牛逼，说实话。

2019-08-17

美股价位太高，坐等崩盘。大家都拿出小板凳，出来聊一聊。$Facebook(FB)$$亚马逊(AMZN)$$苹果(AAPL)$$谷歌(GOOG)$

2019-08-14

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2019-03-26

这篇文章不错，转发给大家看看

@小虎ETF: 没有晦涩的术语，不要担心看不懂，手把手带你玩转财报。本期你将会轻松学习怎么在财报里看企业的现金流量，快来听一听 $老虎中美互联网巨头ETF(TTTN)$ $纳斯达克(.IXIC)$

2018-11-02

这篇文章不错，转发给大家看看

@柔不可守:$Universal Display Corporation(OLED)$ 京东方，深天马采购了大量原料

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","text":"美股价位太高，坐等崩盘。大家都拿出小板凳，出来聊一聊。$Facebook(FB)$$亚马逊(AMZN)$$苹果(AAPL)$$谷歌(GOOG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/995677291","isVote":1,"tweetType":1,"viewCount":2227,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3439458998684638","authorId":"3439458998684638","name":"喵喵星人","avatar":"https://static.tigerbbs.com/9000a3c3f0efc99c4be43ecfa9e1bb16","crmLevel":5,"crmLevelSwitch":0},"content":"第五大浪从目前看还没有走完，以标普看，美股崩盘之后不可能低于2007年的高点，目前处于第五大浪的第三浪中，而且三浪从目前看应该是延长浪，最近的暴跌不过是为了延缓最终的下跌，按波浪理论看，最终开始下跌的点位应该在3400-3500之间","text":"第五大浪从目前看还没有走完，以标普看，美股崩盘之后不可能低于2007年的高点，目前处于第五大浪的第三浪中，而且三浪从目前看应该是延长浪，最近的暴跌不过是为了延缓最终的下跌，按波浪理论看，最终开始下跌的点位应该在3400-3500之间","html":"第五大浪从目前看还没有走完，以标普看，美股崩盘之后不可能低于2007年的高点，目前处于第五大浪的第三浪中，而且三浪从目前看应该是延长浪，最近的暴跌不过是为了延缓最终的下跌，按波浪理论看，最终开始下跌的点位应该在3400-3500之间"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995465163,"gmtCreate":1566288644152,"gmtModify":1704714018937,"author":{"id":"3467065947562912","authorId":"3467065947562912","name":"Airbnb","avatar":"https://static.tigerbbs.com/c0f0b96d0f220fc54f6fdfc46aaae983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"90后请出列美股港股A股币圈以下你都在哪里？投资收益多少？不许吹牛逼，说实话。","listText":"90后请出列美股港股A股币圈以下你都在哪里？投资收益多少？不许吹牛逼，说实话。","text":"90后请出列美股港股A股币圈以下你都在哪里？投资收益多少？不许吹牛逼，说实话。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/995465163","isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995070914,"gmtCreate":1565756949438,"gmtModify":1704713004705,"author":{"id":"3467065947562912","authorId":"3467065947562912","name":"Airbnb","avatar":"https://static.tigerbbs.com/c0f0b96d0f220fc54f6fdfc46aaae983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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/995070914","repostId":"1120312947","repostType":2,"repost":{"id":"1120312947","pubTimestamp":1565750278,"share":"https://www.laohu8.com/m/news/1120312947?lang=&edition=full","pubTime":"2019-08-14 10:37","market":"us","language":"zh","title":"加仓中国！达里奥掌舵的桥水基金最新持仓出炉","url":"https://stock-news.laohu8.com/highlight/detail?id=1120312947","media":" 中国证券报","summary":"8月13日晚间，世界头号对冲基金桥水向美国证监会（SEC）提交了其美股持仓报告。","content":"<div>\n<p>8月13日晚间，世界头号对冲基金桥水向美国证监会（SEC）提交了其美股持仓报告。\n桥水创始人、首席投资官瑞达里奥此前曾高调喊话“不投资中国非常危险”。那么此番到底有没有加仓呢？\n答案是：加了！而且桥水还大幅加仓了另一新兴市场国家的ETF, 加仓幅度达13699%。\n\n图片来源：美国证监会\n喊话投资中国\n达里奥8月7日接受桥水基金高级组合策略师吉姆·哈斯克尔（JimHaskel）访谈时表示，“我认为...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/zUItVEkE_sDwI_4UVI8-eQ\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>加仓中国！达里奥掌舵的桥水基金最新持仓出炉</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加仓中国！达里奥掌舵的桥水基金最新持仓出炉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2019-08-14 10:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/zUItVEkE_sDwI_4UVI8-eQ><strong> 中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月13日晚间，世界头号对冲基金桥水向美国证监会（SEC）提交了其美股持仓报告。\n桥水创始人、首席投资官瑞达里奥此前曾高调喊话“不投资中国非常危险”。那么此番到底有没有加仓呢？\n答案是：加了！而且桥水还大幅加仓了另一新兴市场国家的ETF, 加仓幅度达13699%。\n\n图片来源：美国证监会\n喊话投资中国\n达里奥8月7日接受桥水基金高级组合策略师吉姆·哈斯克尔（JimHaskel）访谈时表示，“我认为...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/zUItVEkE_sDwI_4UVI8-eQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/94dfff1623a5e001f2a42c767ba844ee","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/zUItVEkE_sDwI_4UVI8-eQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120312947","content_text":"8月13日晚间，世界头号对冲基金桥水向美国证监会（SEC）提交了其美股持仓报告。\n桥水创始人、首席投资官瑞达里奥此前曾高调喊话“不投资中国非常危险”。那么此番到底有没有加仓呢？\n答案是：加了！而且桥水还大幅加仓了另一新兴市场国家的ETF, 加仓幅度达13699%。\n\n图片来源：美国证监会\n喊话投资中国\n达里奥8月7日接受桥水基金高级组合策略师吉姆·哈斯克尔（JimHaskel）访谈时表示，“我认为一切都有风险，我们现在说的是‘相对风险’。我认为全球市场都有问题，问题各异。真正危险的是，在目前的情形下，不去分散风险。要分散风险，你需要进入中国。进入是有风险的，但是权衡进入和不进入这两种选择，后者的风险更大，不投资中国非常危险”。\n加仓中概股和中国ETF\n二季度桥水加仓了众多中概念股，中证君从中摘取一部分供大家参考。加仓了22.27万股的阿里巴巴，加仓了7.3万股的百度，还加仓34.49万股的京东。\n除此之外，桥水还加仓了在美国上市的两只中国ETF，一只为FXI, 中国大盘ETF，这是在美国上市市值最大，流动性最好的中国ETF。\n此外，桥水加仓了MSCI纳A概念的MSCI中国指数ETF，这只ETF（MCHI）随着MSCI纳A增加其中A股权重。\n桥水二季度加仓的部分中国股票（ETF）\n\n美股持仓缩水20%  小幅加仓黄金\n总体看来，二季度末桥水美股持仓市值总额为127.51亿美元，较一季度末的163.25亿美元，缩水21.9%。前十大持仓占比达68.89%。那么，二季度桥水都买了什么？\n加了点黄金，买了债券ETF，卖了很多股票ETF。桥水总管理规模约为1600亿美元，美股持仓只是其持仓中很小部分。\n桥水二季度前十大持仓\n\n数据来源：美国证监会13F报告 （注：<1%意味着加仓或减持幅度小于1%）\n13日夜晚，突发利好，黄金价格则快速跳水，黄金现货美元价格跌破1490美元／盎司，日内跌幅超过1%，稍后有所回升。\n黄金回调能不能上车？看了桥水的持仓，诸位是不是有所启发。\n黄金价格跳水\n\n图片来源：英为财情\n第一大持仓是新兴市场ETF\n桥水的第一大持仓依然是新兴市场ETF“领航富时罗素新兴市场ETF”。不过，二季度它对这只ETF进行了减持，减持幅度为35%，减持后持仓比例仍为15.86%。\n前十大持仓中，桥水对“安硕iBoxx投资级债券ETF”进行了大幅加仓，对“安硕MSCI巴西ETF”进行了一定的加仓（加了1%），对“黄金ETF GLD”进行了小幅加仓，前十大持仓中两只标普500ETF （SPY和IVV)都进行了减仓，SPY持仓比例较高减仓幅度也较大，减了14%。\n二季度“领航富时罗素新兴市场ETF”走出了V字行情，其在5月下旬印度大选前急跌，莫迪宣布连任之后，又快速反弹。桥水减持它或许为管理竞选引起的风险。从后面加仓来看，二季度桥水对新兴市场的持仓更分散、更有选择。\nVWO区间走势\n图片来源：英为财情\n一季度桥水大幅加仓新兴市场ETF，到了二季度，桥水减持标普500ETF，减持新兴市场ETF，似乎呈现出放弃股票的趋势，期间它加仓投资级债券ETF。不过，这并不准确，桥水前两大持仓都是股票ETF，合计占比超过30%。\n印度市场ETF持仓增13699%\n\n二季度桥水对一只新兴市场国家ETF表现出极大的兴趣——加仓幅度136.99倍。持仓中，2019年一季度新进的这只ETF因底仓比较轻，加仓幅度巨大。这只叫做“安硕MSCI印度ETF”期间的走势与前述第一大持仓新兴市场ETF VWO类似。\n桥水减持新兴市场ETF，加仓印度市场ETF，可能是为了对冲印度大选风险。\n除此之外，桥水大幅加仓的还有零售公司克罗格，金融业中的道富银行、谷歌和运动服饰零售商富乐客。\n近期INDA（安硕MSCI印度ETF）走势\n\n图片来源：英为财情\n7月达里奥在领英撰文表示，随着各国央行推进宽松货币政策，全球经济已经发生了范式转移。他建议投资者卖出股票买入黄金。从桥水的持仓来看，达里奥是说到做到。","news_type":1},"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443265,"gmtCreate":1553563917557,"gmtModify":1704794874509,"author":{"id":"3467065947562912","authorId":"3467065947562912","name":"Airbnb","avatar":"https://static.tigerbbs.com/c0f0b96d0f220fc54f6fdfc46aaae983","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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/443265","repostId":"433469","repostType":1,"repost":{"id":433469,"gmtCreate":1552975231814,"gmtModify":1704793582394,"author":{"id":"3504159341957730","authorId":"3504159341957730","name":"小虎ETF","avatar":"https://static.tigerbbs.com/075b2bc663a4c715d836273d248d8ddb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n 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