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Skrr
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Skrr
12-18 10:59
$美元/巴西雷亚尔(USDBRL.FOREX)$
雷亚尔跌成狗屎了
Skrr
10-17
$特朗普媒体科技集团(DJT)$
卖飞了,惨
Skrr
10-05
$房多多(DUO)$
看哪个莎仔套在山顶了
Skrr
09-26
$拼多多(PDD)$
卖来卖去的小渣渣们后悔死了不,叫你们卖,直接甩下车[开心] [开心] [开心] [开心] [财迷] [财迷] [财迷] [财迷] [财迷]
Skrr
03-19
为了骗人接盘脸都不要了!还假惺惺上架淘宝,库存就1架!臭不要脸!不要买这种炒作的股,买
$Archer Aviation Inc.(ACHR)$
,人家一台飞行汽车坐4个人,亿航才坐2人。
@Skrr:
$亿航智能(EH)$
Skrr
03-13
$Archer Aviation Inc.(ACHR)$
$Archer Aviation Inc.(ACHR)$
Skrr
02-28
$高途(GOTU)$
当时1块多买的,拿住了就好了
Skrr
02-23
$高途(GOTU)$
钱是越炒越少了😅
Skrr
2023-11-22
$亿航智能(EH)$
Skrr
2023-05-30
你就直接说你想上车就完事了。当然,不会给你这个机会的。
木头姐罕见喊贵:英伟达估值太高
Skrr
2023-03-02
你咋不上天
理想汽车:2027年要占据20万元以上乘用车35%的市场份额
Skrr
2023-02-09
$亚朵(ATAT)$
旅游业强劲复苏已经是板上钉钉了
Skrr
2022-12-16
$高途(GOTU)$
$DiDi Global Inc.(DIDIY)$
$新东方(EDU)$
Skrr
2022-12-09
$理想汽车(LI)$
其实看好理想汽车的主要原因是L9已经变成“商务车”的平替了,仅此。另外就是增程式电动车在现阶段的优势了。
Skrr
2022-11-22
$美团-W(03690)$
干就完了。
Skrr
2021-12-31
短视频,未来的互联网基础设施
移动互联网时代最大的创新便是短视频。从人人可看,人人可拍的炫耀分享,到直播,再到直播卖货,再到短视频信息流团购……短视频逐渐由单纯的视频应用转变为涵盖网购、生活服务等方面的基础设施。这个转变,主要还是由于视频本身的特质,也就是直观明了:与其看文字,不如看图片;与其看图片,不如看视频。每个人的口味都被移动互联网不断飞跃的网速养的越来越刁。可以发现,一切内容的呈现逐渐视频化了,这让短视频应用从表面上的看视频软件转化为新一代互联网基础设施。抖音和
$快手-W(01024)$
搞出其他更多的应用我都不奇怪,因为大趋势就是万物视频化。就连元宇宙,不也只是万物视频化这个大趋势下应运而生的产物吗?一点想法。
短视频,未来的互联网基础设施
Skrr
2021-08-17
$新东方(EDU)$
时也命也!你们亏那点逼钱算啥,老俞一辈子的心血都没了。
Skrr
2021-07-08
$老虎证券(TIGR)$
跑了,中概全部死逑了
Skrr
2021-04-12
$Affirm Holdings, Inc.(AFRM)$
你个狗篮子。
Skrr
2021-01-28
$游戏驿站(GME)$
就说不要做空,今晚看🈳狗怎么死光光。
@Skrr:
$游戏驿站(GME)$
说真的,读不懂英语的,就不要瞎操作了。真的不要瞎🈳,最后的警告⚠️。周五股价很可能突破5000美元一股。
去老虎APP查看更多动态
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</a>","text":"$亿航智能(EH)$","images":[{"img":"https://static.tigerbbs.com/90a34a30d8be1bf02f914e448b905c45","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/244341621653800","isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474982306722756","authorId":"3474982306722756","name":"Skrr","avatar":"https://static.tigerbbs.com/e678ec013779a2108f779c8ec9f1e41a","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3474982306722756","idStr":"3474982306722756"},"content":"为了骗人接盘脸都不要了!还假惺惺上架淘宝,库存就1架!臭不要脸!不要买这种炒作的股,买$Archer Aviation Inc.(ACHR)$ ,人家一台飞行汽车坐4个人,亿航才坐2人。","text":"为了骗人接盘脸都不要了!还假惺惺上架淘宝,库存就1架!臭不要脸!不要买这种炒作的股,买$Archer Aviation Inc.(ACHR)$ ,人家一台飞行汽车坐4个人,亿航才坐2人。","html":"为了骗人接盘脸都不要了!还假惺惺上架淘宝,库存就1架!臭不要脸!不要买这种炒作的股,买$Archer Aviation Inc.(ACHR)$ 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14:38","market":"us","language":"zh","title":"木头姐罕见喊贵:英伟达估值太高","url":"https://stock-news.laohu8.com/highlight/detail?id=2339947152","media":"智通财经","summary":"伍德周一在推特上表示,这家全球市值最高的芯片制造商“定价超前”。","content":"<html><head></head><body><blockquote>伍德周一在推特上表示,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>这家全球市值最高的芯片制造商“定价超前”。</blockquote><p>ARK投资管理公司创始人、“木头姐”凯茜•伍德给创新经济的股市宠儿贴上“太贵”的标签并不常见,但<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)股价的大幅上涨却引来了伍德的质疑。智通财经APP获悉,伍德周一在推特上表示,这家全球市值最高的芯片制造商“定价超前”。</p><p>数据显示,在人工智能热潮引发投资者热情之际,英伟达的预期市销率高达25倍,相比之下,费城半导体指数成分股公司的预期市销率仅仅约为6倍,为OpenAI提供支持的<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)的预期市销率约为12倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6cf4222f28946bf63e4f0c89f8976293\" tg-width=\"620\" tg-height=\"348\"/></p><p>尽管英伟达的股价自2020年初以来便一直处于溢价状态,但在近期的AI热潮中,该股的估值溢价幅度看起来更加明显。一些分析师表示,在AI之外,由于消费电子产品和更传统的服务器需求疲软,芯片行业的前景仍然黯淡。</p><p>包括Takeru Hanaya在内的三井住友日兴证券分析师在一份报告中写道:“英伟达的一季度业绩和二季度营收指引提高了人们对AI服务器的预期。尽管如此,对AI需求的预期与整体市场的疲软之间存在反差,芯片行业正在进行的降价和库存调整证明了这一点。”</p><p>值得一提的是,伍德旗下的旗舰产品<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(ARKK)在今年1月初清仓所持英伟达股份,但随后AI热潮的到来推高了该股及其他大型科技股的股价。自伍德抛售英伟达股票以来,这家芯片制造商的市值增加了约5600亿美元。而在近日,伍德为其在英伟达股价飙升160%之前抛售该股的决定进行了辩护,称计算机芯片行业的盛衰周期带来了风险。</p><p>全球投资研究公司Smartkarma的分析师William Keating持有与伍德类似的观点。他表示:“不管未来增长潜力如何,我们基本上认为英伟达的股价处于泡沫区域。换句话说,我们认为在这个阶段追逐英伟达这只股票没有什么意义。”</p><p>此外,伍德还表示,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是AI发展的“最明显受益者”。英伟达最新的业绩指引推高了华尔街对其盈利的预期,其预期市盈率已从近70倍降至55倍左右,与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票的溢价程度相近。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/457e89e90599d31d025959db0b5d1c79\" tg-width=\"620\" tg-height=\"348\"/></p><p>以公司实际产生的现金量来衡量,英伟达是迄今为止费城半导体指数(SOX)同类公司中估值最高的。该公司目前的市值是现金流的140倍以上,是其同行AMD(AMD.US)和<a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a>(MPWR.US)的两倍多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a25539139b88f884b740482bbe197fa1\" tg-width=\"620\" tg-height=\"348\"/></p><p>相对于公司资产价值,英伟达的股价也出现了明显的跃升。英伟达目前的市净率接近40倍,而<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>(ASML.US)和<a href=\"https://laohu8.com/S/KLAC\">科磊</a>(KLAC.US)的市净率不到30倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03aceb895df3bde9562967338bc44dff\" tg-width=\"620\" tg-height=\"348\"/></p></body></html>","source":"stock_zhitongcaijing","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>木头姐罕见喊贵:英伟达估值太高</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木头姐罕见喊贵:英伟达估值太高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-30 14:38 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/937497.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伍德周一在推特上表示,英伟达这家全球市值最高的芯片制造商“定价超前”。ARK投资管理公司创始人、“木头姐”凯茜•伍德给创新经济的股市宠儿贴上“太贵”的标签并不常见,但英伟达(NVDA.US)股价的大幅上涨却引来了伍德的质疑。智通财经APP获悉,伍德周一在推特上表示,这家全球市值最高的芯片制造商“定价超前”。数据显示,在人工智能热潮引发投资者热情之际,英伟达的预期市销率高达25倍,相比之下,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/937497.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/937497.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2339947152","content_text":"伍德周一在推特上表示,英伟达这家全球市值最高的芯片制造商“定价超前”。ARK投资管理公司创始人、“木头姐”凯茜•伍德给创新经济的股市宠儿贴上“太贵”的标签并不常见,但英伟达(NVDA.US)股价的大幅上涨却引来了伍德的质疑。智通财经APP获悉,伍德周一在推特上表示,这家全球市值最高的芯片制造商“定价超前”。数据显示,在人工智能热潮引发投资者热情之际,英伟达的预期市销率高达25倍,相比之下,费城半导体指数成分股公司的预期市销率仅仅约为6倍,为OpenAI提供支持的微软(MSFT.US)的预期市销率约为12倍。尽管英伟达的股价自2020年初以来便一直处于溢价状态,但在近期的AI热潮中,该股的估值溢价幅度看起来更加明显。一些分析师表示,在AI之外,由于消费电子产品和更传统的服务器需求疲软,芯片行业的前景仍然黯淡。包括Takeru Hanaya在内的三井住友日兴证券分析师在一份报告中写道:“英伟达的一季度业绩和二季度营收指引提高了人们对AI服务器的预期。尽管如此,对AI需求的预期与整体市场的疲软之间存在反差,芯片行业正在进行的降价和库存调整证明了这一点。”值得一提的是,伍德旗下的旗舰产品ARK Innovation ETF(ARKK)在今年1月初清仓所持英伟达股份,但随后AI热潮的到来推高了该股及其他大型科技股的股价。自伍德抛售英伟达股票以来,这家芯片制造商的市值增加了约5600亿美元。而在近日,伍德为其在英伟达股价飙升160%之前抛售该股的决定进行了辩护,称计算机芯片行业的盛衰周期带来了风险。全球投资研究公司Smartkarma的分析师William Keating持有与伍德类似的观点。他表示:“不管未来增长潜力如何,我们基本上认为英伟达的股价处于泡沫区域。换句话说,我们认为在这个阶段追逐英伟达这只股票没有什么意义。”此外,伍德还表示,特斯拉是AI发展的“最明显受益者”。英伟达最新的业绩指引推高了华尔街对其盈利的预期,其预期市盈率已从近70倍降至55倍左右,与特斯拉股票的溢价程度相近。以公司实际产生的现金量来衡量,英伟达是迄今为止费城半导体指数(SOX)同类公司中估值最高的。该公司目前的市值是现金流的140倍以上,是其同行AMD(AMD.US)和Monolithic Power Systems(MPWR.US)的两倍多。相对于公司资产价值,英伟达的股价也出现了明显的跃升。英伟达目前的市净率接近40倍,而阿斯麦(ASML.US)和科磊(KLAC.US)的市净率不到30倍。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627001658,"gmtCreate":1677747178974,"gmtModify":1677747180467,"author":{"id":"3474982306722756","authorId":"3474982306722756","name":"Skrr","avatar":"https://static.tigerbbs.com/e678ec013779a2108f779c8ec9f1e41a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474982306722756","idStr":"3474982306722756"},"themes":[],"htmlText":"你咋不上天","listText":"你咋不上天","text":"你咋不上天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627001658","repostId":"1128463581","repostType":2,"repost":{"id":"1128463581","kind":"news","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":1677726509,"share":"https://www.laohu8.com/m/news/1128463581?lang=&edition=full","pubTime":"2023-03-02 11:08","market":"us","language":"zh","title":"理想汽车:2027年要占据20万元以上乘用车35%的市场份额","url":"https://stock-news.laohu8.com/highlight/detail?id=1128463581","media":"老虎资讯综合","summary":"2023年公司要成为全球领先的人工智能企业。","content":"<html><head></head><body><p>3月2日,理想汽车春季媒体沟通会上,理想汽车董事长李想透露了理想汽车接下来的目标计划,包括2023年公司要成为全球领先的人工智能企业;2027年,公司20万元以上乘用车占据35%的市场份额。(e公司)</p><p>李想表示,<b>行业部分企业的电动车降价之举可能不能带来盈利,但可以打击对手。</b>对于降低整车成本,李想表示,换电模式的前景非常可期,尤其如果未来电动车电池可以不卖给消费者,电动车成本可以比燃油车低。</p></body></html>","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>理想汽车:2027年要占据20万元以上乘用车35%的市场份额</title>\n<style 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11:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月2日,理想汽车春季媒体沟通会上,理想汽车董事长李想透露了理想汽车接下来的目标计划,包括2023年公司要成为全球领先的人工智能企业;2027年,公司20万元以上乘用车占据35%的市场份额。(e公司)</p><p>李想表示,<b>行业部分企业的电动车降价之举可能不能带来盈利,但可以打击对手。</b>对于降低整车成本,李想表示,换电模式的前景非常可期,尤其如果未来电动车电池可以不卖给消费者,电动车成本可以比燃油车低。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9abe0e9e278b48e36d3cb87745e11936","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128463581","content_text":"3月2日,理想汽车春季媒体沟通会上,理想汽车董事长李想透露了理想汽车接下来的目标计划,包括2023年公司要成为全球领先的人工智能企业;2027年,公司20万元以上乘用车占据35%的市场份额。(e公司)李想表示,行业部分企业的电动车降价之举可能不能带来盈利,但可以打击对手。对于降低整车成本,李想表示,换电模式的前景非常可期,尤其如果未来电动车电池可以不卖给消费者,电动车成本可以比燃油车低。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625060032,"gmtCreate":1675946698127,"gmtModify":1675946699213,"author":{"id":"3474982306722756","authorId":"3474982306722756","name":"Skrr","avatar":"https://static.tigerbbs.com/e678ec013779a2108f779c8ec9f1e41a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474982306722756","idStr":"3474982306722756"},"themes":[],"htmlText":"<a 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$新东方(EDU)$","images":[{"img":"https://static.tigerbbs.com/9b273bdf1bb783319a84b06ec2f0a238","width":"525","height":"410"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/623835077","isVote":1,"tweetType":1,"viewCount":6449,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578447804066361","authorId":"3578447804066361","name":"superkjp","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3578447804066361","idStr":"3578447804066361"},"content":"又开始意淫了","text":"又开始意淫了","html":"又开始意淫了"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":629513064,"gmtCreate":1670595719359,"gmtModify":1670595720372,"author":{"id":"3474982306722756","authorId":"3474982306722756","name":"Skrr","avatar":"https://static.tigerbbs.com/e678ec013779a2108f779c8ec9f1e41a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474982306722756","idStr":"3474982306722756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a>其实看好理想汽车的主要原因是L9已经变成“商务车”的平替了,仅此。另外就是增程式电动车在现阶段的优势了。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a>其实看好理想汽车的主要原因是L9已经变成“商务车”的平替了,仅此。另外就是增程式电动车在现阶段的优势了。","text":"$理想汽车(LI)$ 其实看好理想汽车的主要原因是L9已经变成“商务车”的平替了,仅此。另外就是增程式电动车在现阶段的优势了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629513064","isVote":1,"tweetType":1,"viewCount":17915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667425477,"gmtCreate":1669099120400,"gmtModify":1669099121629,"author":{"id":"3474982306722756","authorId":"3474982306722756","name":"Skrr","avatar":"https://static.tigerbbs.com/e678ec013779a2108f779c8ec9f1e41a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474982306722756","idStr":"3474982306722756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ 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干就完了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667425477","isVote":1,"tweetType":1,"viewCount":1316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692876373,"gmtCreate":1640926489669,"gmtModify":1640926489669,"author":{"id":"3474982306722756","authorId":"3474982306722756","name":"Skrr","avatar":"https://static.tigerbbs.com/e678ec013779a2108f779c8ec9f1e41a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474982306722756","idStr":"3474982306722756"},"themes":[],"title":"短视频,未来的互联网基础设施","htmlText":"移动互联网时代最大的创新便是短视频。从人人可看,人人可拍的炫耀分享,到直播,再到直播卖货,再到短视频信息流团购……短视频逐渐由单纯的视频应用转变为涵盖网购、生活服务等方面的基础设施。这个转变,主要还是由于视频本身的特质,也就是直观明了:与其看文字,不如看图片;与其看图片,不如看视频。每个人的口味都被移动互联网不断飞跃的网速养的越来越刁。可以发现,一切内容的呈现逐渐视频化了,这让短视频应用从表面上的看视频软件转化为新一代互联网基础设施。抖音和<a 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href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a><a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a><a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"\"></a>","listText":"世界上最好的经济——美国经济,都需要把利率降到0了,以应对疫情给经济带来的危机。降到零之后怎么办?实际上美联储的工具箱已经用尽了。08年金融危机时美国的利率很正常,但为了拯救危机,仍然把利率降到接近零的水平,而且实施QE,靠着低利率和大放水拖延时间。全世界其他国家也都跟进,开始了全球大放水。这十年,全世界资产价格暴涨,贫富差距越来越大,民粹主义抬头。放水只是拖延了问题,而没有真正解决问题。美国比其他欧洲国家和日本还是好一些,在疫情之前已经开始了加息和缩表,为的就是能在下一次危机到来前留好足够的转圜腾挪的余地。谁也没想到,下一次危机就这么来了。不一样的是,这次美国的牌也打完了。<a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连(YMmain)$</a><a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$</a><a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连(ESmain)$</a><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a><a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a><a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"\"></a>","text":"世界上最好的经济——美国经济,都需要把利率降到0了,以应对疫情给经济带来的危机。降到零之后怎么办?实际上美联储的工具箱已经用尽了。08年金融危机时美国的利率很正常,但为了拯救危机,仍然把利率降到接近零的水平,而且实施QE,靠着低利率和大放水拖延时间。全世界其他国家也都跟进,开始了全球大放水。这十年,全世界资产价格暴涨,贫富差距越来越大,民粹主义抬头。放水只是拖延了问题,而没有真正解决问题。美国比其他欧洲国家和日本还是好一些,在疫情之前已经开始了加息和缩表,为的就是能在下一次危机到来前留好足够的转圜腾挪的余地。谁也没想到,下一次危机就这么来了。不一样的是,这次美国的牌也打完了。$道琼斯指数主连(YMmain)$$NQ100指数主连(NQmain)$$SP500指数主连(ESmain)$$微软(MSFT)$$Netflix, Inc.(NFLX)$$Facebook(FB)$$亚马逊(AMZN)$$谷歌(GOOG)$$苹果(AAPL)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":17,"commentSize":24,"repostSize":3,"link":"https://laohu8.com/post/964180419","isVote":1,"tweetType":1,"viewCount":49645,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546437396809109","authorId":"3546437396809109","name":"沉默的老宅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3546437396809109","authorIdStr":"3546437396809109"},"content":"这一次,美国再如08年一样求我们救市, 我们绝不当东郭先生了。","text":"这一次,美国再如08年一样求我们救市, 我们绝不当东郭先生了。","html":"这一次,美国再如08年一样求我们救市, 我们绝不当东郭先生了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900078449,"gmtCreate":1555425875781,"gmtModify":1704798562835,"author":{"id":"3474982306722756","authorId":"3474982306722756","name":"Skrr","avatar":"https://static.tigerbbs.com/e678ec013779a2108f779c8ec9f1e41a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474982306722756","authorIdStr":"3474982306722756"},"themes":[],"title":"非洲不会有阿里巴巴","htmlText":"$Jumia Technologies AG(JMIA)$ 工业可以支撑起一个国家绝大多数的就业,而工人通过就业获得收入,具备购买力,从而形成一个国家经济发展的正向反馈。一个国家若没有工业,发展则无从谈起。 非洲虽然已有所发展,但整体工业化程度仍然相当低,不仅大部分国家的经济依然以原材料出口为主,且仅有的几个具有工业的国家,基本依赖外国投资,本国缺少资本、缺乏技术、缺少人才,工业化前景堪忧。 以非洲目前“三缺”的现状,富强无从谈起。 中国借着进入WTO的东风承担了低端制造业的转移,从低端做起,借着世界经济发展与主要发达国家巨大的需求,并通过自身贸易壁垒和产业政策、补贴逐渐建立起了完整的工业产业链,并逐步掌握了各项工业技术。工业大发展,经济突飞猛进,国人开始富裕,各项需求便如雨后春笋般迸发,阿里巴巴应运而生。如今,中国已成为世界第二大经济体,为了国家的发展目标,制造业开始向中高端换挡升级,当了二把手,中国的一举一动已经能对世界产生举足轻重的影响。所以中国制造业的转型,是一场影响世界的大变革。我们可以看到了,承接了中国低端制造业转移的东南亚各国拔地而起的大楼。 而非洲呢? 依然没有非洲的影子。 如果没有经济发展的前景,非洲依然会是那个贫困、饥饿、动乱的非洲。这样的非洲,自然不会有阿里巴巴。","listText":"$Jumia Technologies AG(JMIA)$ 工业可以支撑起一个国家绝大多数的就业,而工人通过就业获得收入,具备购买力,从而形成一个国家经济发展的正向反馈。一个国家若没有工业,发展则无从谈起。 非洲虽然已有所发展,但整体工业化程度仍然相当低,不仅大部分国家的经济依然以原材料出口为主,且仅有的几个具有工业的国家,基本依赖外国投资,本国缺少资本、缺乏技术、缺少人才,工业化前景堪忧。 以非洲目前“三缺”的现状,富强无从谈起。 中国借着进入WTO的东风承担了低端制造业的转移,从低端做起,借着世界经济发展与主要发达国家巨大的需求,并通过自身贸易壁垒和产业政策、补贴逐渐建立起了完整的工业产业链,并逐步掌握了各项工业技术。工业大发展,经济突飞猛进,国人开始富裕,各项需求便如雨后春笋般迸发,阿里巴巴应运而生。如今,中国已成为世界第二大经济体,为了国家的发展目标,制造业开始向中高端换挡升级,当了二把手,中国的一举一动已经能对世界产生举足轻重的影响。所以中国制造业的转型,是一场影响世界的大变革。我们可以看到了,承接了中国低端制造业转移的东南亚各国拔地而起的大楼。 而非洲呢? 依然没有非洲的影子。 如果没有经济发展的前景,非洲依然会是那个贫困、饥饿、动乱的非洲。这样的非洲,自然不会有阿里巴巴。","text":"$Jumia Technologies AG(JMIA)$ 工业可以支撑起一个国家绝大多数的就业,而工人通过就业获得收入,具备购买力,从而形成一个国家经济发展的正向反馈。一个国家若没有工业,发展则无从谈起。 非洲虽然已有所发展,但整体工业化程度仍然相当低,不仅大部分国家的经济依然以原材料出口为主,且仅有的几个具有工业的国家,基本依赖外国投资,本国缺少资本、缺乏技术、缺少人才,工业化前景堪忧。 以非洲目前“三缺”的现状,富强无从谈起。 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