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陆远90
2021-08-03
腾讯在游戏上做的很好了?你这是屁股决定脑袋?还是瞎? 作为一家没有任何核心技术、在任何一个科技方向上没有重要突破的公司,竟然还能这么高的市值,你还在唱多,不是傻就是瞎,要不就是坏。中国不能没有华为、比亚迪甚至不能没有百度,但腾讯没了没什么影响。 腾讯自己内部诊断都说他们最大的竞争力是资本,不是你说的所谓社交、微信。我们缺资本么???
@我是大夫:对腾讯定性和逻辑的再思考
陆远90
2021-02-19
整体分析的不错,谢谢分享。非常支持“广告业务可以支持1000亿市值”的观点,也认可百度虽然现在看起来已经不便宜,但长期依然向好。我也持有百度多头仓位,而且是大量的百度call。收益已经很客观了,但仍持续看好。
@陈达美股投资:我为什么继续看好百度:大放水、预期差与追寻那扑朔的确定性
陆远90
2021-02-17
$百度(BIDU)$
这股不回调么?虽说在车上,这么个涨法心里不太踏实
陆远90
2020-12-30
$百度(BIDU)$
所有中概都涨得比你好
陆远90
2020-12-30
$小米集团-W(01810)$
11都发布了,赶紧来一波走势
陆远90
2020-12-30
$金山软件(03888)$
看好,却没钱上车特[难过]
陆远90
2020-11-03
活该,膨胀的没边了
抱歉,原内容已删除
陆远90
2019-06-13
$阿里巴巴(BABA)$ 我买了阿里的20200117的call,如果阿里近期从美国退市回香港,对我会有什么影响?
陆远90
2018-07-13
$小米集团-W(01810)$ 小米今天大概率下跌
陆远90
2018-06-29
看好百度财报行情
$百度(BIDU)$ 看好百度财报,7月拭目以待
看好百度财报行情
陆远90
2018-04-06
$百度(BIDU)$ $亚马逊(AMZN)$ $特斯拉(TSLA)$ 盘后这是怎么了?
陆远90
2018-02-13
$英伟达(NVDA)$ 负面好多,股价这是啥意思啊?拉高了跑路?
陆远90
2018-01-16
期权涨了点儿
$百度(BIDU)$ 还不错
期权涨了点儿
陆远90
2018-01-05
空军大队长是老虎运营的账号,鉴定完毕
$百度(BIDU)$ 空军大队长这个账号是老虎用来活跃社区、安慰用户甚至麻醉用户(你们不要一亏了就喊叫,你看我亏了那么多都一直在用坚持用老虎,坚持炒美股)的测试账号,不要再被迷惑了。
空军大队长是老虎运营的账号,鉴定完毕
去老虎APP查看更多动态
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4、互联网依然是代表全球先进发展方向的领域,也是中国最具竞争优势的行业。互联网通过联接对人力、资本、数据进行更有效的整合和配置,其对全球不同地区、不同国家、不同行业的渗透和改造远未结束。Facebook、Google、Amazon等美国互联网巨头仍在成长,中国互联网企业如果不发展了,我们靠什么去和美国竞争? 二、关于逻辑 K12的团灭让资本市场看到的是监管翻手为云覆手为雨的毫不留情,而本就处于反垄断风口浪尖的互联网企业不确定性骤然上升。 1、游戏不会是下一个K12。限制会有,弄死不会。游戏离民生较远,主要问题是青少年沉溺,其实腾讯在这方面已经做得很好了。不同于K12制造贩卖焦虑,游戏有消磨时间、舒缓压力的作用,人们总要找点精神娱乐吧!假如没有游戏,社会的不稳定因素是不是会更多?只要没有妨碍生育、影响就业,游戏就很安全,而且大国的软实力很大程度上是体现在精神消费品上!游戏行业至暗时刻是在2018年版号冻结时,而非现在。 2、降低广告的现实收入和预期增长。第","listText":"腾讯下跌得始料未及,持仓回撤前所未有。到底是定性和逻辑被政策逆转,还是恐慌情绪导致的非理性宣泄,再思考后,大概有以下看法(不少内容是以前观点的重复): 一、关于定性 1、腾讯的根基是基于微信的通讯和社交,而通讯和社交涉及政权稳定和制度安全。一个由本土企业垄断、服从配合监管的软件符合国家战略利益。只要根基稳固,总有枝繁叶茂! 2、评估一个企业护城河的最好办法是把这个企业拿掉,看看对社会的影响。如果突然有一天微信不能使用,我相信社会运转会出问题。通讯社交软件越用越好的自我实现能力及其深度融入14亿中国人日常生活的现实是腾讯攻守兼备的护城河。 3、腾讯的终极风险就两个:一是技术上,手机不再是人机交互的主要载体,而腾讯没有在新硬件上开发出相应产品;二是政策上,发展到国家不能容忍的程度。技术上的风险暂时看不到,政策上的风险苗头初现。 4、互联网依然是代表全球先进发展方向的领域,也是中国最具竞争优势的行业。互联网通过联接对人力、资本、数据进行更有效的整合和配置,其对全球不同地区、不同国家、不同行业的渗透和改造远未结束。Facebook、Google、Amazon等美国互联网巨头仍在成长,中国互联网企业如果不发展了,我们靠什么去和美国竞争? 二、关于逻辑 K12的团灭让资本市场看到的是监管翻手为云覆手为雨的毫不留情,而本就处于反垄断风口浪尖的互联网企业不确定性骤然上升。 1、游戏不会是下一个K12。限制会有,弄死不会。游戏离民生较远,主要问题是青少年沉溺,其实腾讯在这方面已经做得很好了。不同于K12制造贩卖焦虑,游戏有消磨时间、舒缓压力的作用,人们总要找点精神娱乐吧!假如没有游戏,社会的不稳定因素是不是会更多?只要没有妨碍生育、影响就业,游戏就很安全,而且大国的软实力很大程度上是体现在精神消费品上!游戏行业至暗时刻是在2018年版号冻结时,而非现在。 2、降低广告的现实收入和预期增长。第","text":"腾讯下跌得始料未及,持仓回撤前所未有。到底是定性和逻辑被政策逆转,还是恐慌情绪导致的非理性宣泄,再思考后,大概有以下看法(不少内容是以前观点的重复): 一、关于定性 1、腾讯的根基是基于微信的通讯和社交,而通讯和社交涉及政权稳定和制度安全。一个由本土企业垄断、服从配合监管的软件符合国家战略利益。只要根基稳固,总有枝繁叶茂! 2、评估一个企业护城河的最好办法是把这个企业拿掉,看看对社会的影响。如果突然有一天微信不能使用,我相信社会运转会出问题。通讯社交软件越用越好的自我实现能力及其深度融入14亿中国人日常生活的现实是腾讯攻守兼备的护城河。 3、腾讯的终极风险就两个:一是技术上,手机不再是人机交互的主要载体,而腾讯没有在新硬件上开发出相应产品;二是政策上,发展到国家不能容忍的程度。技术上的风险暂时看不到,政策上的风险苗头初现。 4、互联网依然是代表全球先进发展方向的领域,也是中国最具竞争优势的行业。互联网通过联接对人力、资本、数据进行更有效的整合和配置,其对全球不同地区、不同国家、不同行业的渗透和改造远未结束。Facebook、Google、Amazon等美国互联网巨头仍在成长,中国互联网企业如果不发展了,我们靠什么去和美国竞争? 二、关于逻辑 K12的团灭让资本市场看到的是监管翻手为云覆手为雨的毫不留情,而本就处于反垄断风口浪尖的互联网企业不确定性骤然上升。 1、游戏不会是下一个K12。限制会有,弄死不会。游戏离民生较远,主要问题是青少年沉溺,其实腾讯在这方面已经做得很好了。不同于K12制造贩卖焦虑,游戏有消磨时间、舒缓压力的作用,人们总要找点精神娱乐吧!假如没有游戏,社会的不稳定因素是不是会更多?只要没有妨碍生育、影响就业,游戏就很安全,而且大国的软实力很大程度上是体现在精神消费品上!游戏行业至暗时刻是在2018年版号冻结时,而非现在。 2、降低广告的现实收入和预期增长。第","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802881038","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387673576,"gmtCreate":1613747096795,"gmtModify":1613747096795,"author":{"id":"3473419012488061","authorId":"3473419012488061","authorIdStr":"3473419012488061","name":"陆远90","avatar":"https://static.tigerbbs.com/a63010b9357c8e6a7abf71217f535b7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"整体分析的不错,谢谢分享。非常支持“广告业务可以支持1000亿市值”的观点,也认可百度虽然现在看起来已经不便宜,但长期依然向好。我也持有百度多头仓位,而且是大量的百度call。收益已经很客观了,但仍持续看好。","listText":"整体分析的不错,谢谢分享。非常支持“广告业务可以支持1000亿市值”的观点,也认可百度虽然现在看起来已经不便宜,但长期依然向好。我也持有百度多头仓位,而且是大量的百度call。收益已经很客观了,但仍持续看好。","text":"整体分析的不错,谢谢分享。非常支持“广告业务可以支持1000亿市值”的观点,也认可百度虽然现在看起来已经不便宜,但长期依然向好。我也持有百度多头仓位,而且是大量的百度call。收益已经很客观了,但仍持续看好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387673576","repostId":"387808500","repostType":1,"repost":{"id":387808500,"gmtCreate":1613732832800,"gmtModify":1622451470027,"author":{"id":"115535245075020","authorId":"115535245075020","authorIdStr":"115535245075020","name":"陈达美股投资","avatar":"https://static.tigerbbs.com/93c77cdf64a6c2c4355eb691def79ccf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"我为什么继续看好百度:大放水、预期差与追寻那扑朔的确定性","htmlText":"一、长期投资已经很难?先来扯点别的。最近写作的冲动越来越贲张。一般人认为,眼下美股市场的钱越来越好赚了——反正牛市下半场,大家互相抄个作业、往地上一躺、仰面朝上做蛙泳的姿势、市场会撒币在你陶醉的面庞——但我认为们对于长期投资而言,是越来越难。大撒币啊大撒币,我们的投资终将在大撒币的启示录里变得如履薄冰。我觉得如果是要新发一个美股基金,现在是非常痛苦的一个时间点;因为如果货币政策有朝一日能“正常化”,那么这个基金十年的预期收益其实会很低。这不是基金管理人能力的问题,而纯粹是强人所难;类似于一个人都到了秃头的年纪,你让他开始练田径、冲刺全运会。而关键是,越到了这种未来预期收益低的时候,牛市越是峥嵘,也意味着新进入市场的资金如潮水将你我包围。以ARK为代表的的变异物种“主动管理型”ETF,本年度吃下175亿,总资产达到了2000亿美元。全球股市而言,根据美银全球研究的数据,仅过去一周,新资金流入达到了580亿美元。枪火弹药,一车皮一车皮地拉来;但我们放眼望去,发现,靶子好少。(“主动管理型”ETF的逐年剧增)问题的关键是没人知道何时会到头,我也不猜顶,我也不认为有人知道顶在哪里。反正野生股神已经是汗牛充栋。牛市里投资人最大的敌人其实不是贪婪与恐惧,而是嫉妒,适度嫉妒是进步的源泉,但过分嫉妒让你如坐针毡。我们怕自己暴穷和怕隔壁老王暴富,几乎是同一个孩怕。比如很多人认为现在是人生翻盘的大机会,要上大杠杆,一夜暴富。反正一夜暴富的我见过不多,一夜爆仓的倒比比皆是。曾经我们说,一年五倍多如牛毛,五年一倍廖若晨星;但现在没人以年为单位跟你讲这些了,现在都是一天五倍,一周十倍。You 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once。这种狂热会让我警惕。所以WSB事件,第一次让我加了恐慌指数做对冲;而随着事件消弭,情绪降温,市场似乎又回归到了适度乐观,但对于垃圾股的爆炒与逼空,突显出了资金的困兽。还是弹药太多,","text":"一、长期投资已经很难?先来扯点别的。最近写作的冲动越来越贲张。一般人认为,眼下美股市场的钱越来越好赚了——反正牛市下半场,大家互相抄个作业、往地上一躺、仰面朝上做蛙泳的姿势、市场会撒币在你陶醉的面庞——但我认为们对于长期投资而言,是越来越难。大撒币啊大撒币,我们的投资终将在大撒币的启示录里变得如履薄冰。我觉得如果是要新发一个美股基金,现在是非常痛苦的一个时间点;因为如果货币政策有朝一日能“正常化”,那么这个基金十年的预期收益其实会很低。这不是基金管理人能力的问题,而纯粹是强人所难;类似于一个人都到了秃头的年纪,你让他开始练田径、冲刺全运会。而关键是,越到了这种未来预期收益低的时候,牛市越是峥嵘,也意味着新进入市场的资金如潮水将你我包围。以ARK为代表的的变异物种“主动管理型”ETF,本年度吃下175亿,总资产达到了2000亿美元。全球股市而言,根据美银全球研究的数据,仅过去一周,新资金流入达到了580亿美元。枪火弹药,一车皮一车皮地拉来;但我们放眼望去,发现,靶子好少。(“主动管理型”ETF的逐年剧增)问题的关键是没人知道何时会到头,我也不猜顶,我也不认为有人知道顶在哪里。反正野生股神已经是汗牛充栋。牛市里投资人最大的敌人其实不是贪婪与恐惧,而是嫉妒,适度嫉妒是进步的源泉,但过分嫉妒让你如坐针毡。我们怕自己暴穷和怕隔壁老王暴富,几乎是同一个孩怕。比如很多人认为现在是人生翻盘的大机会,要上大杠杆,一夜暴富。反正一夜暴富的我见过不多,一夜爆仓的倒比比皆是。曾经我们说,一年五倍多如牛毛,五年一倍廖若晨星;但现在没人以年为单位跟你讲这些了,现在都是一天五倍,一周十倍。You only live 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盘后这是怎么了?","text":"$百度(BIDU)$ $亚马逊(AMZN)$ $特斯拉(TSLA)$ 盘后这是怎么了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/175561","isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159691,"gmtCreate":1518532929655,"gmtModify":1704889336206,"author":{"id":"3473419012488061","authorId":"3473419012488061","authorIdStr":"3473419012488061","name":"陆远90","avatar":"https://static.tigerbbs.com/a63010b9357c8e6a7abf71217f535b7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$英伟达(NVDA)$ 负面好多,股价这是啥意思啊?拉高了跑路?","listText":"$英伟达(NVDA)$ 负面好多,股价这是啥意思啊?拉高了跑路?","text":"$英伟达(NVDA)$ 负面好多,股价这是啥意思啊?拉高了跑路?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/159691","isVote":1,"tweetType":1,"viewCount":1630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306284637,"gmtCreate":1604408937429,"gmtModify":1703832901368,"author":{"id":"3473419012488061","authorId":"3473419012488061","authorIdStr":"3473419012488061","name":"陆远90","avatar":"https://static.tigerbbs.com/a63010b9357c8e6a7abf71217f535b7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"活该,膨胀的没边了","listText":"活该,膨胀的没边了","text":"活该,膨胀的没边了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306284637","repostId":"1187966711","repostType":4,"repost":{"id":"1187966711","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1604407949,"share":"https://www.laohu8.com/m/news/1187966711?lang=&edition=full","pubTime":"2020-11-03 20:52","market":"hk","language":"zh","title":"阿里巴巴盘前暴跌!蚂蚁集团暂缓科创板上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1187966711","media":"老虎资讯综合","summary":"上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市,蚂蚁集团于上交所上市进程的网页,已被删除,科创版网站的多个页面,亦显示不存在。蚂蚁科技集团股份有限公司:你公司原申请于2020年11月5日在上海证券交易所科创板上市。你公司及保荐人应当依照规定作出公告,说明重大事项相关情况及你公司将暂缓上市。受此消息影响,阿里巴巴美股盘前下挫超5%。","content":"<p>上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市,蚂蚁集团于上交所上市进程的网页,已被删除,科创版网站的多个页面,亦显示不存在。</p><p>蚂蚁科技集团股份有限公司:你公司原申请于2020年11月5日在上海证券交易所(以下简称本所)科创板上市。近日,发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈,你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法(试行)》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定,并征询保荐机构的意见,本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告,说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。</p><p>上海证券交易所</p><p>二○二○年十一月三日</p><p><img src=\"https://static.tigerbbs.com/ab2f6518dcb079c4a4e744cd6d07ebf2\" tg-width=\"794\" tg-height=\"470\"></p><p>受此消息影响,阿里巴巴美股盘前下挫超5%。有投行人士指出,如果有公司在上市期间被监管约谈,属会后重大事项,应当被要求补充披露。“补充披露后可以再上市。</p><p><img 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class=\"title\">\n阿里巴巴盘前暴跌!蚂蚁集团暂缓科创板上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-11-03 20:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市,蚂蚁集团于上交所上市进程的网页,已被删除,科创版网站的多个页面,亦显示不存在。</p><p>蚂蚁科技集团股份有限公司:你公司原申请于2020年11月5日在上海证券交易所(以下简称本所)科创板上市。近日,发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈,你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法(试行)》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定,并征询保荐机构的意见,本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告,说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。</p><p>上海证券交易所</p><p>二○二○年十一月三日</p><p><img src=\"https://static.tigerbbs.com/ab2f6518dcb079c4a4e744cd6d07ebf2\" tg-width=\"794\" tg-height=\"470\"></p><p>受此消息影响,阿里巴巴美股盘前下挫超5%。有投行人士指出,如果有公司在上市期间被监管约谈,属会后重大事项,应当被要求补充披露。“补充披露后可以再上市。</p><p><img src=\"https://static.tigerbbs.com/d7ed40c3ed3c911756485214d08b1bb7\" tg-width=\"840\" tg-height=\"606\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{"06688":"蚂蚁集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187966711","content_text":"上交所发布关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定。上交所宣布暂缓蚂蚁集团上市,蚂蚁集团于上交所上市进程的网页,已被删除,科创版网站的多个页面,亦显示不存在。蚂蚁科技集团股份有限公司:你公司原申请于2020年11月5日在上海证券交易所(以下简称本所)科创板上市。近日,发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈,你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法(试行)》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定,并征询保荐机构的意见,本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告,说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。上海证券交易所二○二○年十一月三日受此消息影响,阿里巴巴美股盘前下挫超5%。有投行人士指出,如果有公司在上市期间被监管约谈,属会后重大事项,应当被要求补充披露。“补充披露后可以再上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2334,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557743327441108","authorId":"3557743327441108","authorIdStr":"3557743327441108","name":"全村的仰望","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"马云确实有点飘,但这么一搞,原先想回来IPO那几个估计又打消了念头! 这样乱搞对A股没有好处的,你看看A股这么多年了,有值得我们骄傲的公司吗?","text":"马云确实有点飘,但这么一搞,原先想回来IPO那几个估计又打消了念头! 这样乱搞对A股没有好处的,你看看A股这么多年了,有值得我们骄傲的公司吗?","html":"马云确实有点飘,但这么一搞,原先想回来IPO那几个估计又打消了念头! 这样乱搞对A股没有好处的,你看看A股这么多年了,有值得我们骄傲的公司吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140686,"gmtCreate":1515100348830,"gmtModify":1704886899983,"author":{"id":"3473419012488061","authorId":"3473419012488061","authorIdStr":"3473419012488061","name":"陆远90","avatar":"https://static.tigerbbs.com/a63010b9357c8e6a7abf71217f535b7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"空军大队长是老虎运营的账号,鉴定完毕","htmlText":"$百度(BIDU)$ 空军大队长这个账号是老虎用来活跃社区、安慰用户甚至麻醉用户(你们不要一亏了就喊叫,你看我亏了那么多都一直在用坚持用老虎,坚持炒美股)的测试账号,不要再被迷惑了。","listText":"$百度(BIDU)$ 空军大队长这个账号是老虎用来活跃社区、安慰用户甚至麻醉用户(你们不要一亏了就喊叫,你看我亏了那么多都一直在用坚持用老虎,坚持炒美股)的测试账号,不要再被迷惑了。","text":"$百度(BIDU)$ 空军大队长这个账号是老虎用来活跃社区、安慰用户甚至麻醉用户(你们不要一亏了就喊叫,你看我亏了那么多都一直在用坚持用老虎,坚持炒美股)的测试账号,不要再被迷惑了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/140686","isVote":1,"tweetType":1,"viewCount":3296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333278222,"gmtCreate":1609300789566,"gmtModify":1703738672334,"author":{"id":"3473419012488061","authorId":"3473419012488061","authorIdStr":"3473419012488061","name":"陆远90","avatar":"https://static.tigerbbs.com/a63010b9357c8e6a7abf71217f535b7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>11都发布了,赶紧来一波走势","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>11都发布了,赶紧来一波走势","text":"$小米集团-W(01810)$11都发布了,赶紧来一波走势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333278222","isVote":1,"tweetType":1,"viewCount":1543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333278828,"gmtCreate":1609300709064,"gmtModify":1703738671821,"author":{"id":"3473419012488061","authorId":"3473419012488061","authorIdStr":"3473419012488061","name":"陆远90","avatar":"https://static.tigerbbs.com/a63010b9357c8e6a7abf71217f535b7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03888\">$金山软件(03888)$</a>看好,却没钱上车特[难过] ","listText":"<a href=\"https://laohu8.com/S/03888\">$金山软件(03888)$</a>看好,却没钱上车特[难过] 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我买了阿里的20200117的call,如果阿里近期从美国退市回香港,对我会有什么影响?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/905564073","isVote":1,"tweetType":1,"viewCount":3291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146639,"gmtCreate":1516118001466,"gmtModify":1704887660158,"author":{"id":"3473419012488061","authorId":"3473419012488061","authorIdStr":"3473419012488061","name":"陆远90","avatar":"https://static.tigerbbs.com/a63010b9357c8e6a7abf71217f535b7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"期权涨了点儿","htmlText":"$百度(BIDU)$ 还不错","listText":"$百度(BIDU)$ 还不错","text":"$百度(BIDU)$ 还不错","images":[{"img":"https://static.laohu8.com/3f6ca8a1b7987d3d7df6b84e1191b237"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146639","isVote":1,"tweetType":1,"viewCount":1737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":387673576,"gmtCreate":1613747096795,"gmtModify":1613747096795,"author":{"id":"3473419012488061","authorId":"3473419012488061","authorIdStr":"3473419012488061","name":"陆远90","avatar":"https://static.tigerbbs.com/a63010b9357c8e6a7abf71217f535b7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"整体分析的不错,谢谢分享。非常支持“广告业务可以支持1000亿市值”的观点,也认可百度虽然现在看起来已经不便宜,但长期依然向好。我也持有百度多头仓位,而且是大量的百度call。收益已经很客观了,但仍持续看好。","listText":"整体分析的不错,谢谢分享。非常支持“广告业务可以支持1000亿市值”的观点,也认可百度虽然现在看起来已经不便宜,但长期依然向好。我也持有百度多头仓位,而且是大量的百度call。收益已经很客观了,但仍持续看好。","text":"整体分析的不错,谢谢分享。非常支持“广告业务可以支持1000亿市值”的观点,也认可百度虽然现在看起来已经不便宜,但长期依然向好。我也持有百度多头仓位,而且是大量的百度call。收益已经很客观了,但仍持续看好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387673576","repostId":"387808500","repostType":1,"repost":{"id":387808500,"gmtCreate":1613732832800,"gmtModify":1622451470027,"author":{"id":"115535245075020","authorId":"115535245075020","authorIdStr":"115535245075020","name":"陈达美股投资","avatar":"https://static.tigerbbs.com/93c77cdf64a6c2c4355eb691def79ccf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"我为什么继续看好百度:大放水、预期差与追寻那扑朔的确定性","htmlText":"一、长期投资已经很难?先来扯点别的。最近写作的冲动越来越贲张。一般人认为,眼下美股市场的钱越来越好赚了——反正牛市下半场,大家互相抄个作业、往地上一躺、仰面朝上做蛙泳的姿势、市场会撒币在你陶醉的面庞——但我认为们对于长期投资而言,是越来越难。大撒币啊大撒币,我们的投资终将在大撒币的启示录里变得如履薄冰。我觉得如果是要新发一个美股基金,现在是非常痛苦的一个时间点;因为如果货币政策有朝一日能“正常化”,那么这个基金十年的预期收益其实会很低。这不是基金管理人能力的问题,而纯粹是强人所难;类似于一个人都到了秃头的年纪,你让他开始练田径、冲刺全运会。而关键是,越到了这种未来预期收益低的时候,牛市越是峥嵘,也意味着新进入市场的资金如潮水将你我包围。以ARK为代表的的变异物种“主动管理型”ETF,本年度吃下175亿,总资产达到了2000亿美元。全球股市而言,根据美银全球研究的数据,仅过去一周,新资金流入达到了580亿美元。枪火弹药,一车皮一车皮地拉来;但我们放眼望去,发现,靶子好少。(“主动管理型”ETF的逐年剧增)问题的关键是没人知道何时会到头,我也不猜顶,我也不认为有人知道顶在哪里。反正野生股神已经是汗牛充栋。牛市里投资人最大的敌人其实不是贪婪与恐惧,而是嫉妒,适度嫉妒是进步的源泉,但过分嫉妒让你如坐针毡。我们怕自己暴穷和怕隔壁老王暴富,几乎是同一个孩怕。比如很多人认为现在是人生翻盘的大机会,要上大杠杆,一夜暴富。反正一夜暴富的我见过不多,一夜爆仓的倒比比皆是。曾经我们说,一年五倍多如牛毛,五年一倍廖若晨星;但现在没人以年为单位跟你讲这些了,现在都是一天五倍,一周十倍。You only live once。这种狂热会让我警惕。所以WSB事件,第一次让我加了恐慌指数做对冲;而随着事件消弭,情绪降温,市场似乎又回归到了适度乐观,但对于垃圾股的爆炒与逼空,突显出了资金的困兽。还是弹药太多,","listText":"一、长期投资已经很难?先来扯点别的。最近写作的冲动越来越贲张。一般人认为,眼下美股市场的钱越来越好赚了——反正牛市下半场,大家互相抄个作业、往地上一躺、仰面朝上做蛙泳的姿势、市场会撒币在你陶醉的面庞——但我认为们对于长期投资而言,是越来越难。大撒币啊大撒币,我们的投资终将在大撒币的启示录里变得如履薄冰。我觉得如果是要新发一个美股基金,现在是非常痛苦的一个时间点;因为如果货币政策有朝一日能“正常化”,那么这个基金十年的预期收益其实会很低。这不是基金管理人能力的问题,而纯粹是强人所难;类似于一个人都到了秃头的年纪,你让他开始练田径、冲刺全运会。而关键是,越到了这种未来预期收益低的时候,牛市越是峥嵘,也意味着新进入市场的资金如潮水将你我包围。以ARK为代表的的变异物种“主动管理型”ETF,本年度吃下175亿,总资产达到了2000亿美元。全球股市而言,根据美银全球研究的数据,仅过去一周,新资金流入达到了580亿美元。枪火弹药,一车皮一车皮地拉来;但我们放眼望去,发现,靶子好少。(“主动管理型”ETF的逐年剧增)问题的关键是没人知道何时会到头,我也不猜顶,我也不认为有人知道顶在哪里。反正野生股神已经是汗牛充栋。牛市里投资人最大的敌人其实不是贪婪与恐惧,而是嫉妒,适度嫉妒是进步的源泉,但过分嫉妒让你如坐针毡。我们怕自己暴穷和怕隔壁老王暴富,几乎是同一个孩怕。比如很多人认为现在是人生翻盘的大机会,要上大杠杆,一夜暴富。反正一夜暴富的我见过不多,一夜爆仓的倒比比皆是。曾经我们说,一年五倍多如牛毛,五年一倍廖若晨星;但现在没人以年为单位跟你讲这些了,现在都是一天五倍,一周十倍。You only live once。这种狂热会让我警惕。所以WSB事件,第一次让我加了恐慌指数做对冲;而随着事件消弭,情绪降温,市场似乎又回归到了适度乐观,但对于垃圾股的爆炒与逼空,突显出了资金的困兽。还是弹药太多,","text":"一、长期投资已经很难?先来扯点别的。最近写作的冲动越来越贲张。一般人认为,眼下美股市场的钱越来越好赚了——反正牛市下半场,大家互相抄个作业、往地上一躺、仰面朝上做蛙泳的姿势、市场会撒币在你陶醉的面庞——但我认为们对于长期投资而言,是越来越难。大撒币啊大撒币,我们的投资终将在大撒币的启示录里变得如履薄冰。我觉得如果是要新发一个美股基金,现在是非常痛苦的一个时间点;因为如果货币政策有朝一日能“正常化”,那么这个基金十年的预期收益其实会很低。这不是基金管理人能力的问题,而纯粹是强人所难;类似于一个人都到了秃头的年纪,你让他开始练田径、冲刺全运会。而关键是,越到了这种未来预期收益低的时候,牛市越是峥嵘,也意味着新进入市场的资金如潮水将你我包围。以ARK为代表的的变异物种“主动管理型”ETF,本年度吃下175亿,总资产达到了2000亿美元。全球股市而言,根据美银全球研究的数据,仅过去一周,新资金流入达到了580亿美元。枪火弹药,一车皮一车皮地拉来;但我们放眼望去,发现,靶子好少。(“主动管理型”ETF的逐年剧增)问题的关键是没人知道何时会到头,我也不猜顶,我也不认为有人知道顶在哪里。反正野生股神已经是汗牛充栋。牛市里投资人最大的敌人其实不是贪婪与恐惧,而是嫉妒,适度嫉妒是进步的源泉,但过分嫉妒让你如坐针毡。我们怕自己暴穷和怕隔壁老王暴富,几乎是同一个孩怕。比如很多人认为现在是人生翻盘的大机会,要上大杠杆,一夜暴富。反正一夜暴富的我见过不多,一夜爆仓的倒比比皆是。曾经我们说,一年五倍多如牛毛,五年一倍廖若晨星;但现在没人以年为单位跟你讲这些了,现在都是一天五倍,一周十倍。You only live once。这种狂热会让我警惕。所以WSB事件,第一次让我加了恐慌指数做对冲;而随着事件消弭,情绪降温,市场似乎又回归到了适度乐观,但对于垃圾股的爆炒与逼空,突显出了资金的困兽。还是弹药太多,","images":[{"img":"https://static.tigerbbs.com/e41ab961f37b3c7978c76882eaec989e","width":"660","height":"371"},{"img":"https://static.tigerbbs.com/9f07ca6f96d24040b7e698ecd8cd193f","width":"660","height":"660"},{"img":"https://static.tigerbbs.com/a1030986a45163971b39bd6848c2ceab","width":"660","height":"506"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387808500","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333278772,"gmtCreate":1609300835296,"gmtModify":1703738672677,"author":{"id":"3473419012488061","authorId":"3473419012488061","authorIdStr":"3473419012488061","name":"陆远90","avatar":"https://static.tigerbbs.com/a63010b9357c8e6a7abf71217f535b7c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>所有中概都涨得比你好","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>所有中概都涨得比你好","text":"$百度(BIDU)$所有中概都涨得比你好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333278772","isVote":1,"tweetType":1,"viewCount":1647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}