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MoneyNVRslps
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MoneyNVRslps
12-16
$中国再保险(01508)$
MoneyNVRslps
12-09
$苹果(AAPL)$
MoneyNVRslps
12-02
$苹果(AAPL)$
MoneyNVRslps
11-25
$苹果(AAPL)$
MoneyNVRslps
11-18
$中芯国际(00981)$
MoneyNVRslps
11-11
$中芯国际(00981)$
MoneyNVRslps
11-05
$三倍做多富时中国ETF-Direxion(YINN)$
MoneyNVRslps
10-28
$阿里巴巴-W(09988)$
MoneyNVRslps
10-21
$中金公司(03908)$
MoneyNVRslps
10-14
$特斯拉(TSLA)$
MoneyNVRslps
10-07
$弘业期货(03678)$
MoneyNVRslps
10-07
明天看盘口决定是否减仓，大概率不会减仓的，难得的牛市，必须使劲薅
MoneyNVRslps
09-30
$OXY 20241011 49.0 PUT$
MoneyNVRslps
09-23
$兖矿能源(01171)$
MoneyNVRslps
09-16
$TSLA 20240920 197.5 PUT$
MoneyNVRslps
09-09
$NVDA 20240913 100.0 PUT$
MoneyNVRslps
09-02
$粤海投资(00270)$
MoneyNVRslps
08-29
$中芯国际(00981)$
营业收入提高了，利润迟早也会提高
MoneyNVRslps
08-26
$中国平安(02318)$
MoneyNVRslps
08-19
$TSLA 20240830 245.0 CALL$
去老虎APP查看更多动态
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PUT\">$TSLA 20240531 157.5 PUT$</a> ","text":"$TSLA 20240531 157.5 PUT$","images":[{"img":"https://static.tigerbbs.com/4a4d675435203cec55e9de2672b2680d","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312903130960216","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":927287485,"gmtCreate":1588893828547,"gmtModify":1704178802492,"author":{"id":"3473656894694619","authorId":"3473656894694619","name":"MoneyNVRslps","avatar":"https://static.tigerbbs.com/465ff7e695b9e2fdda69ee589afcbe8b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473656894694619","authorIdStr":"3473656894694619"},"themes":[],"htmlText":"现在还要搞国进民退，这是要闹哪样？","listText":"现在还要搞国进民退，这是要闹哪样？","text":"现在还要搞国进民退，这是要闹哪样？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927287485","repostId":"2033545982","repostType":2,"repost":{"id":"2033545982","kind":"news","pubTimestamp":1588813800,"share":"https://www.laohu8.com/m/news/2033545982?lang=&edition=full","pubTime":"2020-05-07 09:10","market":"sh","language":"zh","title":"油价暴跌,中石油中石化巨亏360亿,看看民营石化挣了多少钱","url":"https://stock-news.laohu8.com/highlight/detail?id=2033545982","media":"百家号","summary":"原标题：油价暴跌,中石油中石化巨亏360亿,看看民营石化挣了多少钱 来源：百家号我国目前原油对外依存度超过70%，中石化一年原油进口更是达到90%，根据一季度的财报显示，中石油亏损162.3亿元人民币","content":"<html><body><p>原标题：油价暴跌,<a href=\"https://laohu8.com/S/PTR\">中石油</a>中石化巨亏360亿,看看民营石化挣了多少钱 来源：百家号</p><p>我国目前原油对外依存度超过70%，<a href=\"https://laohu8.com/S/SNP\">中石化</a>一年原油进口更是达到90%，根据一季度的财报显示，中石油亏损162.3亿元人民币，中石化更是亏损197.82亿，每天平均亏损4个亿。原油涨价你涨价，亏损我也忍了，原油降价你还亏损，最后想想我还是只能忍了。</p><p>从原油结构上来说，中石油亏损也就算了，毕竟人家油田多，工人多，国内开采难度大成本高，开采一桶原油成本在50-60美元一桶，成品油挣的钱都亏在开采上了，可你一个中石化，原油基本上靠进口，加工以后加价卖还亏损，就真有点不理解了。原油价格这么便宜，民间炼油厂都赚疯了，石化双雄是不是该反思反思了。</p><p>数据显示一季度两家最大的民营石化企业<a href=\"https://laohu8.com/S/600346\">恒力石化</a>和<a href=\"https://laohu8.com/S/002493\">荣盛石化</a>分别盈利21亿元和12亿元，恒力石化一季度营收298亿，利润率7.04%，净利润同比增长323%，荣盛石化一季度营收210亿，利润率稍低点5.7%，净利润同比增长103%。到底是什么原因导致了国企和民营之间这么大的差距。</p><p>要是按照民企相同的标准去看，中石油一季度营收5090.98亿元，按较低利润率计算，净利润也该将近300亿才对，刨去开采成本高，100亿的利润不过分吧；根据<a href=\"https://laohu8.com/S/600028\">中国石化</a>一季度财报显示，公司营业收入5555.02亿元，又该挣多少钱呢！</p><p>一季度正值疫情期间，成品油销量低迷，这或许对利润确实有一点影响，但同时也推升了另一个暴利行业，那就是生产熔喷布，价格一度从2万元一吨炒到60-70万一吨，作为熔喷布市场的主要生产企业，中石化有六条生产线，日产熔喷布14.7吨，中石油有两套年产1200吨的生产线，再加上口罩的必须材料聚丙烯颗粒，3月份就生产出厂13万吨，光是供应口罩需要这也不少钱了吧。</p><p>而另一方面，民营企业原油进口都是有配额的，并不能直接购买便宜的原油，不够的部分还得从石油石化买，或许我们只能强制解释一波，国企并不是以营利为目的，保障社会经济正常平稳运行才是他们的首要职责，从这个方向来看，好像常年亏损就稍微可以理解了吧。 </p></body></html>","source":"sina_symbol","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>油价暴跌,中石油中石化巨亏360亿,看看民营石化挣了多少钱</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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油价暴跌,中石油中石化巨亏360亿,看看民营石化挣了多少钱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-07 09:10 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-05-07/doc-iircuyvi1742052.shtml><strong>百家号</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：油价暴跌,中石油中石化巨亏360亿,看看民营石化挣了多少钱 来源：百家号我国目前原油对外依存度超过70%，中石化一年原油进口更是达到90%，根据一季度的财报显示，中石油亏损162.3亿元人民币，中石化更是亏损197.82亿，每天平均亏损4个亿。原油涨价你涨价，亏损我也忍了，原油降价你还亏损，最后想想我还是只能忍了。从原油结构上来说，中石油亏损也就算了，毕竟人家油田多，工人多，国内开采难度大...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-05-07/doc-iircuyvi1742052.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/516cbe31098a2a42f16da93a5544fbb1","relate_stocks":{"601857":"中国石油"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/cn/2020-05-07/doc-iircuyvi1742052.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2033545982","content_text":"原标题：油价暴跌,中石油中石化巨亏360亿,看看民营石化挣了多少钱 来源：百家号我国目前原油对外依存度超过70%，中石化一年原油进口更是达到90%，根据一季度的财报显示，中石油亏损162.3亿元人民币，中石化更是亏损197.82亿，每天平均亏损4个亿。原油涨价你涨价，亏损我也忍了，原油降价你还亏损，最后想想我还是只能忍了。从原油结构上来说，中石油亏损也就算了，毕竟人家油田多，工人多，国内开采难度大成本高，开采一桶原油成本在50-60美元一桶，成品油挣的钱都亏在开采上了，可你一个中石化，原油基本上靠进口，加工以后加价卖还亏损，就真有点不理解了。原油价格这么便宜，民间炼油厂都赚疯了，石化双雄是不是该反思反思了。数据显示一季度两家最大的民营石化企业恒力石化和荣盛石化分别盈利21亿元和12亿元，恒力石化一季度营收298亿，利润率7.04%，净利润同比增长323%，荣盛石化一季度营收210亿，利润率稍低点5.7%，净利润同比增长103%。到底是什么原因导致了国企和民营之间这么大的差距。要是按照民企相同的标准去看，中石油一季度营收5090.98亿元，按较低利润率计算，净利润也该将近300亿才对，刨去开采成本高，100亿的利润不过分吧；根据中国石化一季度财报显示，公司营业收入5555.02亿元，又该挣多少钱呢！一季度正值疫情期间，成品油销量低迷，这或许对利润确实有一点影响，但同时也推升了另一个暴利行业，那就是生产熔喷布，价格一度从2万元一吨炒到60-70万一吨，作为熔喷布市场的主要生产企业，中石化有六条生产线，日产熔喷布14.7吨，中石油有两套年产1200吨的生产线，再加上口罩的必须材料聚丙烯颗粒，3月份就生产出厂13万吨，光是供应口罩需要这也不少钱了吧。而另一方面，民营企业原油进口都是有配额的，并不能直接购买便宜的原油，不够的部分还得从石油石化买，或许我们只能强制解释一波，国企并不是以营利为目的，保障社会经济正常平稳运行才是他们的首要职责，从这个方向来看，好像常年亏损就稍微可以理解了吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":905779935,"gmtCreate":1560647263027,"gmtModify":1704700543781,"author":{"id":"3473656894694619","authorId":"3473656894694619","name":"MoneyNVRslps","avatar":"https://static.tigerbbs.com/465ff7e695b9e2fdda69ee589afcbe8b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473656894694619","authorIdStr":"3473656894694619"},"themes":[],"htmlText":"那基本是不可能的","listText":"那基本是不可能的","text":"那基本是不可能的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/905779935","repostId":"905740533","repostType":1,"repost":{"id":905740533,"gmtCreate":1560595854956,"gmtModify":1704700531476,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"丫丫港股圈","avatar":"https://static.tigerbbs.com/f71230774f6081dd8737bd2f96066105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465782205567474","authorIdStr":"3465782205567474"},"themes":[],"title":"美国能否跳过5G，直接以6G超越我们？","htmlText":"2月21日，特朗普发布推文表示：“我想要5G甚至6G的技术能够尽快地在美国普及，它比当前的标准更强大、更快、更智能。美国公司必须加紧努力，否则就会落后，我们没有理由落后。” 来源：网络图片；特朗普推特截图 3月，美国开放了“太赫兹”频谱，面向未来6G网络服务，用于创新者开展6G技术试验。 5月，马斯克旗下的SpaceX（美国太空探索技术公司），发射了猎鹰9号火箭，将60颗Starlink卫星发射升空，开启星链计划。 一系列的动作，引发诸多猜测。 与此同时，2018年3月9号，我国工信部部长苗圩表示，中国已着手研究6G技术。 欧洲、日本、韩国等有些机构，也已经开始启动后5G或者6G的技术研究。 俄罗斯、欧盟等国家和地区也在进行相关的概念设计和研发工作。 可见，5G之争的硝烟正当弥漫，6G之争的厮杀声已经可闻。 任正非说过，在5G技术方面，别人两三年肯定追不上华为。 但两三年后呢？ 尤其是美国，是否有直接跳过5G，直接在6G领域超越我们的可能？ 北京邮电大学教授、通信技术管理专家吕廷杰给出了一个明确的观点：不可能。 跳过5楼，直接盖6楼？ 6G，是指第六代移动通信技术，预计2026年投入商用。 这里最重要的是：在通信技术的历史中，技术更迭有着周期规律，每一个奇数代都是具有革命性的，而后面的偶数代，是对奇数代技术所衍生出的创新业务，实现一种能力的优化和完善。 简单说，奇数代是创新，偶数代是优化。 这里说的奇数代，指的是1G和3G，包括现在的5G和未来的7G。 所以，如果说5G技术实现了万物互联，那么按照这个周期规律，6G应该是对5G的优化和完善。 从这个角度来看，想要越过5G来谈6G，无异于跳过盖5楼直接盖6楼，理论上不存在可能。 5G：奇数代是创新 通信技术，无论黑科技还是白科技，归根到底，就分为两种：有线通信、无线通信。 来源：网络图片； 如果我和你打电话，信息数据要么在空中","listText":"2月21日，特朗普发布推文表示：“我想要5G甚至6G的技术能够尽快地在美国普及，它比当前的标准更强大、更快、更智能。美国公司必须加紧努力，否则就会落后，我们没有理由落后。” 来源：网络图片；特朗普推特截图 3月，美国开放了“太赫兹”频谱，面向未来6G网络服务，用于创新者开展6G技术试验。 5月，马斯克旗下的SpaceX（美国太空探索技术公司），发射了猎鹰9号火箭，将60颗Starlink卫星发射升空，开启星链计划。 一系列的动作，引发诸多猜测。 与此同时，2018年3月9号，我国工信部部长苗圩表示，中国已着手研究6G技术。 欧洲、日本、韩国等有些机构，也已经开始启动后5G或者6G的技术研究。 俄罗斯、欧盟等国家和地区也在进行相关的概念设计和研发工作。 可见，5G之争的硝烟正当弥漫，6G之争的厮杀声已经可闻。 任正非说过，在5G技术方面，别人两三年肯定追不上华为。 但两三年后呢？ 尤其是美国，是否有直接跳过5G，直接在6G领域超越我们的可能？ 北京邮电大学教授、通信技术管理专家吕廷杰给出了一个明确的观点：不可能。 跳过5楼，直接盖6楼？ 6G，是指第六代移动通信技术，预计2026年投入商用。 这里最重要的是：在通信技术的历史中，技术更迭有着周期规律，每一个奇数代都是具有革命性的，而后面的偶数代，是对奇数代技术所衍生出的创新业务，实现一种能力的优化和完善。 简单说，奇数代是创新，偶数代是优化。 这里说的奇数代，指的是1G和3G，包括现在的5G和未来的7G。 所以，如果说5G技术实现了万物互联，那么按照这个周期规律，6G应该是对5G的优化和完善。 从这个角度来看，想要越过5G来谈6G，无异于跳过盖5楼直接盖6楼，理论上不存在可能。 5G：奇数代是创新 通信技术，无论黑科技还是白科技，归根到底，就分为两种：有线通信、无线通信。 来源：网络图片； 如果我和你打电话，信息数据要么在空中","text":"2月21日，特朗普发布推文表示：“我想要5G甚至6G的技术能够尽快地在美国普及，它比当前的标准更强大、更快、更智能。美国公司必须加紧努力，否则就会落后，我们没有理由落后。” 来源：网络图片；特朗普推特截图 3月，美国开放了“太赫兹”频谱，面向未来6G网络服务，用于创新者开展6G技术试验。 5月，马斯克旗下的SpaceX（美国太空探索技术公司），发射了猎鹰9号火箭，将60颗Starlink卫星发射升空，开启星链计划。 一系列的动作，引发诸多猜测。 与此同时，2018年3月9号，我国工信部部长苗圩表示，中国已着手研究6G技术。 欧洲、日本、韩国等有些机构，也已经开始启动后5G或者6G的技术研究。 俄罗斯、欧盟等国家和地区也在进行相关的概念设计和研发工作。 可见，5G之争的硝烟正当弥漫，6G之争的厮杀声已经可闻。 任正非说过，在5G技术方面，别人两三年肯定追不上华为。 但两三年后呢？ 尤其是美国，是否有直接跳过5G，直接在6G领域超越我们的可能？ 北京邮电大学教授、通信技术管理专家吕廷杰给出了一个明确的观点：不可能。 跳过5楼，直接盖6楼？ 6G，是指第六代移动通信技术，预计2026年投入商用。 这里最重要的是：在通信技术的历史中，技术更迭有着周期规律，每一个奇数代都是具有革命性的，而后面的偶数代，是对奇数代技术所衍生出的创新业务，实现一种能力的优化和完善。 简单说，奇数代是创新，偶数代是优化。 这里说的奇数代，指的是1G和3G，包括现在的5G和未来的7G。 所以，如果说5G技术实现了万物互联，那么按照这个周期规律，6G应该是对5G的优化和完善。 从这个角度来看，想要越过5G来谈6G，无异于跳过盖5楼直接盖6楼，理论上不存在可能。 5G：奇数代是创新 通信技术，无论黑科技还是白科技，归根到底，就分为两种：有线通信、无线通信。 来源：网络图片； 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取名为Sci-Tech innovAtion boaRd martet， 又称STAR market，寓意星星。 对于我国一直存在不问题的资本市场，科创板有望带来一片新气象。当然，最大的愿景依然是最终能让股民的钱包涨起来。 今后star market会成为纳斯达克一样的传奇吗？让我们拭目以待。 说回今日的行情，勉强收红，而且从下午以后，似乎有死守红盘的意思，历史日子嘛，总要开个好头。 今天上交所的领导有说，大家应该会在2个月内见到第一支上市股票，这样看来，2个月内，行情都不至于走得太坏，至少得维持到科创板指数第一天登录。 不过，资金分流的发生倒是会提前一些，因为届时很多人需要提前抽钱去打科创板新股。所以这段时间，大家还是做好大股票不涨，小股票缓跌的状态。 其实看看现在的行情，确实有点平淡了，看基本面的投资者，发现大多数的白马股就基本不动，来回1-2个点涨跌互现。没有波动，大家也都懒得看了。 而玩概念股，来来去去没涨没亏，今天涨明天跌，赚钱，也很费劲，基本就是亏交易费，给券商打工。隔几天炒下冷饭，这玩法，显然跟3200点下跌之前一个样嘛。 这种相似的状态，其实是对目前行情悲观的一个支持，那些题材股要跌，就赶紧跌回去吧，拖拖拉拉的，浪费大家时间。 另外一个问题是，5月到现在，产业资本减持的力度还是很凶。 43天减了265亿，比之前的节奏还快了。 上市公司股东们的举动，比较有参照意义，总体来说，至少看到上市公司减持的节奏放缓，才会对股票整体见底有信心。 当然，这个减持主要是对概念股来说的，这个下行压力也是对概念股来说的，因为减持的都是差股票，白马股都在增持，所以白马与小股票的分化，还会持续。 最后，点评一下游戏版块，其实今天游戏版块有一个不小的新闻，恺英网络老板被抓，就是做“贪玩蓝月”那个公司。这看起来是利空，","listText":"今日盘中，在陆家嘴论坛上，正式宣布科创板开板。大家都见证了历史时刻。 取名为Sci-Tech innovAtion boaRd martet， 又称STAR market，寓意星星。 对于我国一直存在不问题的资本市场，科创板有望带来一片新气象。当然，最大的愿景依然是最终能让股民的钱包涨起来。 今后star market会成为纳斯达克一样的传奇吗？让我们拭目以待。 说回今日的行情，勉强收红，而且从下午以后，似乎有死守红盘的意思，历史日子嘛，总要开个好头。 今天上交所的领导有说，大家应该会在2个月内见到第一支上市股票，这样看来，2个月内，行情都不至于走得太坏，至少得维持到科创板指数第一天登录。 不过，资金分流的发生倒是会提前一些，因为届时很多人需要提前抽钱去打科创板新股。所以这段时间，大家还是做好大股票不涨，小股票缓跌的状态。 其实看看现在的行情，确实有点平淡了，看基本面的投资者，发现大多数的白马股就基本不动，来回1-2个点涨跌互现。没有波动，大家也都懒得看了。 而玩概念股，来来去去没涨没亏，今天涨明天跌，赚钱，也很费劲，基本就是亏交易费，给券商打工。隔几天炒下冷饭，这玩法，显然跟3200点下跌之前一个样嘛。 这种相似的状态，其实是对目前行情悲观的一个支持，那些题材股要跌，就赶紧跌回去吧，拖拖拉拉的，浪费大家时间。 另外一个问题是，5月到现在，产业资本减持的力度还是很凶。 43天减了265亿，比之前的节奏还快了。 上市公司股东们的举动，比较有参照意义，总体来说，至少看到上市公司减持的节奏放缓，才会对股票整体见底有信心。 当然，这个减持主要是对概念股来说的，这个下行压力也是对概念股来说的，因为减持的都是差股票，白马股都在增持，所以白马与小股票的分化，还会持续。 最后，点评一下游戏版块，其实今天游戏版块有一个不小的新闻，恺英网络老板被抓，就是做“贪玩蓝月”那个公司。这看起来是利空，","text":"今日盘中，在陆家嘴论坛上，正式宣布科创板开板。大家都见证了历史时刻。 取名为Sci-Tech innovAtion boaRd martet， 又称STAR market，寓意星星。 对于我国一直存在不问题的资本市场，科创板有望带来一片新气象。当然，最大的愿景依然是最终能让股民的钱包涨起来。 今后star market会成为纳斯达克一样的传奇吗？让我们拭目以待。 说回今日的行情，勉强收红，而且从下午以后，似乎有死守红盘的意思，历史日子嘛，总要开个好头。 今天上交所的领导有说，大家应该会在2个月内见到第一支上市股票，这样看来，2个月内，行情都不至于走得太坏，至少得维持到科创板指数第一天登录。 不过，资金分流的发生倒是会提前一些，因为届时很多人需要提前抽钱去打科创板新股。所以这段时间，大家还是做好大股票不涨，小股票缓跌的状态。 其实看看现在的行情，确实有点平淡了，看基本面的投资者，发现大多数的白马股就基本不动，来回1-2个点涨跌互现。没有波动，大家也都懒得看了。 而玩概念股，来来去去没涨没亏，今天涨明天跌，赚钱，也很费劲，基本就是亏交易费，给券商打工。隔几天炒下冷饭，这玩法，显然跟3200点下跌之前一个样嘛。 这种相似的状态，其实是对目前行情悲观的一个支持，那些题材股要跌，就赶紧跌回去吧，拖拖拉拉的，浪费大家时间。 另外一个问题是，5月到现在，产业资本减持的力度还是很凶。 43天减了265亿，比之前的节奏还快了。 上市公司股东们的举动，比较有参照意义，总体来说，至少看到上市公司减持的节奏放缓，才会对股票整体见底有信心。 当然，这个减持主要是对概念股来说的，这个下行压力也是对概念股来说的，因为减持的都是差股票，白马股都在增持，所以白马与小股票的分化，还会持续。 最后，点评一下游戏版块，其实今天游戏版块有一个不小的新闻，恺英网络老板被抓，就是做“贪玩蓝月”那个公司。这看起来是利空，","images":[{"img":"https://static.tigerbbs.com/2e44fd823fdfb52245f3661356640137"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/905505374","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":905950944,"gmtCreate":1560128750588,"gmtModify":1704699457541,"author":{"id":"3473656894694619","authorId":"3473656894694619","name":"MoneyNVRslps","avatar":"https://static.tigerbbs.com/465ff7e695b9e2fdda69ee589afcbe8b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473656894694619","authorIdStr":"3473656894694619"},"themes":[],"htmlText":"升官发财都有运气的成分，但通过考试才能真正展现智商","listText":"升官发财都有运气的成分，但通过考试才能真正展现智商","text":"升官发财都有运气的成分，但通过考试才能真正展现智商","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/905950944","repostId":"905964740","repostType":1,"repost":{"id":905964740,"gmtCreate":1560079527712,"gmtModify":1704699444929,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"丫丫港股圈","avatar":"https://static.tigerbbs.com/f71230774f6081dd8737bd2f96066105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465782205567474","authorIdStr":"3465782205567474"},"themes":[],"title":"中国到底哪个地方的人最能考？","htmlText":"历史上有个叫王定保的人。他是南昌人，在公元900年，即唐朝灭亡的倒数第七个年头，考中了进士，随后到南方去做官。 时值唐朝末世，王定保一路碰到数起农民起义，只好跑到广州避难，在节度使刘隐门下做幕客。 刘隐死后，他的弟弟称帝，建立南汉国，成为五代十国中“十国”之一。 王定保时来运转，一路高升，做到宰相（同平章事），可谓位极人臣。 晚年，王定保潜心写作，写下了著名的《唐摭言》。其中关于唐代科举情况的记载尤其详细，是后世研究科举的必读书目。 在书中，这名唐代进士出身的南汉国宰相，美美地感慨一句： 缙绅虽位极人臣，不由进士者，终不为美。 此后，帝国的高官们，如果不是进士出身，不仅自己觉得人生有缺憾，别人也会看他少了点什么。 就像现在的官员，做到了一定级别，也想拿个博士文凭。这种社会心理，原来是有历史传统的。 已故史学大家何炳棣称，科举是帝国成功的阶梯，是阶层流动的通道。 当做官越来越注重出身的时候，考中进士，逐渐成为当上高官的必要条件。 这个时候，“你是哪里人”这件先天注定的事，就变得很重要了。 一个人的命运，当然要靠自我奋斗，但也要考虑历史的进程。你要在对的时候，生在对的地方，人生的路，必定越走越宽。 政治本位 科举制度开始于隋朝，被唐朝继承并发扬光大。 不像宋代以后有“科举名录”一样的档案簿，唐代没有科举及第的完整名单。 在目前已知的极不完整的数据中，唐代籍贯可知的科举及第者，是648人。 其中，关内道159人，河南道151人，河北道132人，进士人数位居前三。 ▲唐代能考的地方都在黄河流域，长江流域寂寂无闻。 看到没，唐代考科举最牛的地方，都是典型的北方中原地区，主要包括现在的陕西、河南、河北、山东这几个省份。 这几个地方，产生了接近全国70%的进士。 你要是穿越过去，千万别傻盯着东南沿海或长江流域一带。记住那时候的政治、经济、文化中心，都在北方，黄河流域一带。 唐朝很长一段时","listText":"历史上有个叫王定保的人。他是南昌人，在公元900年，即唐朝灭亡的倒数第七个年头，考中了进士，随后到南方去做官。 时值唐朝末世，王定保一路碰到数起农民起义，只好跑到广州避难，在节度使刘隐门下做幕客。 刘隐死后，他的弟弟称帝，建立南汉国，成为五代十国中“十国”之一。 王定保时来运转，一路高升，做到宰相（同平章事），可谓位极人臣。 晚年，王定保潜心写作，写下了著名的《唐摭言》。其中关于唐代科举情况的记载尤其详细，是后世研究科举的必读书目。 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当做官越来越注重出身的时候，考中进士，逐渐成为当上高官的必要条件。 这个时候，“你是哪里人”这件先天注定的事，就变得很重要了。 一个人的命运，当然要靠自我奋斗，但也要考虑历史的进程。你要在对的时候，生在对的地方，人生的路，必定越走越宽。 政治本位 科举制度开始于隋朝，被唐朝继承并发扬光大。 不像宋代以后有“科举名录”一样的档案簿，唐代没有科举及第的完整名单。 在目前已知的极不完整的数据中，唐代籍贯可知的科举及第者，是648人。 其中，关内道159人，河南道151人，河北道132人，进士人数位居前三。 ▲唐代能考的地方都在黄河流域，长江流域寂寂无闻。 看到没，唐代考科举最牛的地方，都是典型的北方中原地区，主要包括现在的陕西、河南、河北、山东这几个省份。 这几个地方，产生了接近全国70%的进士。 你要是穿越过去，千万别傻盯着东南沿海或长江流域一带。记住那时候的政治、经济、文化中心，都在北方，黄河流域一带。 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