生活指导天师的个人主页 - 老虎社区

生活指导天师

生活指导天师

2019.999

IP属地：江苏

27关注

5粉丝

1主题

0勋章

生活指导天师

10-15

$上证指数(000001.SH)$

生活指导天师

10-09

快跑吧，涨，追，跌，套。这就是你们的最终命运！

生活指导天师

2023-07-29

$拼多多(PDD)$ 拼多多用户越来越多

生活指导天师

2023-06-23

先多再空，欲抑先扬，白人精英阶层玩的也很溜

生活指导天师

2023-05-01

这个老头可真能活

抱歉，原内容已删除

生活指导天师

2021-06-24

$小鹏汽车(XPEV)$什么时候能跟特斯拉走出不一样的行情啊就对喽

生活指导天师

2021-04-27

陶琳不是辞职了吗

特斯拉深夜长文：全力解决问题，会给所有人真诚交代

生活指导天师

2021-04-20

感谢老虎证券的礼物😘😘😘

生活指导天师

2021-01-14

内容咋样还没看，先给你标题点个赞！内涵人啊

抱歉，原内容已删除

生活指导天师

2020-11-20

$逸仙电商(YSG)$9元了

生活指导天师

2020-11-20

$拼多多(PDD)$反攻的号角已经吹响

生活指导天师

2020-11-19

$拼多多(PDD)$反攻，反攻

生活指导天师

2020-04-07

四桶药丸

抱歉，原内容已删除

生活指导天师

2020-04-01

说了好多，前前后后的，耐心看完之后发觉其实一句话就可以概括。现在新闻工作者水起来真的没边

抱歉，原内容已删除

生活指导天师

2020-03-30

所以说减少187%到底是减少多少？我读书少看不懂

抱歉，原内容已删除

生活指导天师

2020-03-20

$SP500指数主连(ESmain)$早这样乖乖下来多好，额哈哈哈哈哈哈

生活指导天师

2020-03-19

看完了感觉很有道理，回味下，啥东西都没有。

抱歉，原内容已删除

生活指导天师

2020-03-10

3月10号发3月3号的消息，你怎么不发去年的消息

抱歉，原内容已删除

生活指导天师

2020-02-06

$苹果(AAPL)$ 敢不敢涨百分之十……

生活指导天师

2019-09-06

$阿里巴巴(BABA)$ 阿里行情来了。

去老虎APP查看更多动态

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拼多多用户越来越多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/203050328068136","isVote":1,"tweetType":1,"viewCount":1293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190312364097568,"gmtCreate":1687488376243,"gmtModify":1687490801919,"author":{"id":"3478130312013179","authorId":"3478130312013179","name":"生活指导天师","avatar":"https://static.tigerbbs.com/ed93666ed6929119e238b9849dc42dc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478130312013179","authorIdStr":"3478130312013179"},"themes":[],"htmlText":"先多再空，欲抑先扬，白人精英阶层玩的也很溜","listText":"先多再空，欲抑先扬，白人精英阶层玩的也很溜","text":"先多再空，欲抑先扬，白人精英阶层玩的也很溜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190312364097568","isVote":1,"tweetType":1,"viewCount":1550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658490183,"gmtCreate":1682915275043,"gmtModify":1682915277682,"author":{"id":"3478130312013179","authorId":"3478130312013179","name":"生活指导天师","avatar":"https://static.tigerbbs.com/ed93666ed6929119e238b9849dc42dc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478130312013179","authorIdStr":"3478130312013179"},"themes":[],"htmlText":"这个老头可真能活","listText":"这个老头可真能活","text":"这个老头可真能活","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658490183","repostId":"1136753103","repostType":2,"isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126317234,"gmtCreate":1624544455428,"gmtModify":1624544455428,"author":{"id":"3478130312013179","authorId":"3478130312013179","name":"生活指导天师","avatar":"https://static.tigerbbs.com/ed93666ed6929119e238b9849dc42dc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478130312013179","authorIdStr":"3478130312013179"},"themes":[],"htmlText":"<a 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10:06","market":"hk","language":"zh","title":"苹果超越特斯拉 成美股空头最大押注公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2018512561","media":"财华社","summary":"据金融分析机构S3 Partner数据，截至3月3日，苹果公司已经取代特斯拉，成为美股被做空市值最大的公司。苹果公司未平仓空头头寸市值126.56亿美元，特斯拉为122.09亿美元。紧随其后的是微软、奈飞、亚马逊，阿里巴巴名列第七。","content":"<html><body><p>据金融分析机构S3 Partner数据，截至3月3日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司已经取代<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，成为美股被做空市值最大的公司。苹果公司未平仓空头头寸市值126.56亿美元，特斯拉为122.09亿美元。紧随其后的是<a href=\"https://laohu8.com/S/MSFT\">微软</a>、奈飞、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>名列第七。</p>\n</body></html>","source":"finet_stock","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\" 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href=\"https://www.finet.hk/newscenter/news_content/5e66f617bde0b324833b0758\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.finet.hk/photoLib/noteditor/201604/8e54e961-e0ad-487d-bbd7-59beaa0e6911.jpg","relate_stocks":{"TSLA":"特斯拉","AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://www.finet.hk/newscenter/news_content/5e66f617bde0b324833b0758","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2018512561","content_text":"据金融分析机构S3 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20:59","market":"us","language":"zh","title":"iOS 14曝光iPhone 12 Pro设计图？刘海短了边框直了","url":"https://stock-news.laohu8.com/highlight/detail?id=2025959425","media":"CNMO","summary":"原标题：iOS 14曝光iPhone 12 Pro设计图？刘海短了边框直了　　【手机中国新闻】作为国际科技巨头的苹果，每一款产品在发布之前都会引起全球网友们的热议。预计将于今年9月发布的iPhone ","content":"<html><body><p>原标题：iOS 14曝光iPhone 12 Pro设计图？刘海短了边框直了</p><p>　　【手机中国新闻】作为国际科技巨头的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，每一款产品在发布之前都会引起全球网友们的热议。预计将于今年9月发布的iPhone 12系列，或许将是苹果的首款5G机型，同时还会在硬件和外观上有所升级。近日有国外开发者称，在iOS 14的代码中发现了iPhone 12 Pro的外形图。</p><div><img src=\"http://k.sinaimg.cn/n/spider202047/199/w600h399/20200407/f88c-iryninw2345218.jpg/w2048fin.jpg\"/></div><p>　　从放出的图片来看，iPhone 12 Pro在延续刘海全面屏的前提下，似乎是将刘海变得更小了一些。与此同时，机身背部除了三颗摄像头，还将加入iPad Pro2020同款的雷达装置。背部的“浴霸”设计这下变得更加整齐，不知道大家觉得美不美。</p><div><img src=\"http://k.sinaimg.cn/n/spider202047/142/w600h342/20200407/3e71-iryninw2345219.png/w2048fin.jpg\"/></div><p>　　知名分析师郭明錤曾表示，iPhone 12系列会采用iPhone 4时代的直角边框设计，抛弃了沿用多年的圆润边框。不过受到新冠疫情的影响， 有供应链曝出消息称，iPhone 12系列的发布可能会推迟到今年年底，不知道有多少人愿意等待苹果的这款5G手机。</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>iOS 14曝光iPhone 12 Pro设计图？刘海短了边框直了</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{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: 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\">\niOS 14曝光iPhone 12 Pro设计图？刘海短了边框直了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-07 20:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/roll/2020-04-07/doc-iimxyqwa5600561.shtml><strong>CNMO</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：iOS 14曝光iPhone 12 Pro设计图？刘海短了边框直了　　【手机中国新闻】作为国际科技巨头的苹果，每一款产品在发布之前都会引起全球网友们的热议。预计将于今年9月发布的iPhone 12系列，或许将是苹果的首款5G机型，同时还会在硬件和外观上有所升级。近日有国外开发者称，在iOS 14的代码中发现了iPhone 12 Pro的外形图。　　从放出的图片来看，iPhone 12 ...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/roll/2020-04-07/doc-iimxyqwa5600561.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/d776d009b18d65f20684c952b9f84cf8","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/roll/2020-04-07/doc-iimxyqwa5600561.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2025959425","content_text":"原标题：iOS 14曝光iPhone 12 Pro设计图？刘海短了边框直了　　【手机中国新闻】作为国际科技巨头的苹果，每一款产品在发布之前都会引起全球网友们的热议。预计将于今年9月发布的iPhone 12系列，或许将是苹果的首款5G机型，同时还会在硬件和外观上有所升级。近日有国外开发者称，在iOS 14的代码中发现了iPhone 12 Pro的外形图。　　从放出的图片来看，iPhone 12 Pro在延续刘海全面屏的前提下，似乎是将刘海变得更小了一些。与此同时，机身背部除了三颗摄像头，还将加入iPad Pro2020同款的雷达装置。背部的“浴霸”设计这下变得更加整齐，不知道大家觉得美不美。　　知名分析师郭明錤曾表示，iPhone 12系列会采用iPhone 4时代的直角边框设计，抛弃了沿用多年的圆润边框。不过受到新冠疫情的影响， 有供应链曝出消息称，iPhone 12系列的发布可能会推迟到今年年底，不知道有多少人愿意等待苹果的这款5G手机。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923395822,"gmtCreate":1585731904166,"gmtModify":1704358791033,"author":{"id":"3478130312013179","authorId":"3478130312013179","name":"生活指导天师","avatar":"https://static.tigerbbs.com/ed93666ed6929119e238b9849dc42dc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478130312013179","authorIdStr":"3478130312013179"},"themes":[],"htmlText":"说了好多，前前后后的，耐心看完之后发觉其实一句话就可以概括。现在新闻工作者水起来真的没边","listText":"说了好多，前前后后的，耐心看完之后发觉其实一句话就可以概括。现在新闻工作者水起来真的没边","text":"说了好多，前前后后的，耐心看完之后发觉其实一句话就可以概括。现在新闻工作者水起来真的没边","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923395822","repostId":"2024171373","repostType":2,"repost":{"id":"2024171373","kind":"highlight","pubTimestamp":1585698490,"share":"https://www.laohu8.com/m/news/2024171373?lang=&edition=full","pubTime":"2020-04-01 07:48","market":"hk","language":"zh","title":"波音的\"画皮\"：锈迹斑斑的美利坚长子","url":"https://stock-news.laohu8.com/highlight/detail?id=2024171373","media":"阿尔法工场","summary":"波音的“画皮”：锈迹斑斑的美利坚长子 导语：不管波音会不会破产，下一个时代的故事已经开始了。 如果翻开1979年元旦出版的《时代》周刊...","content":"<div>\n<p>波音的“画皮”：锈迹斑斑的美利坚长子\n\n　　导语：不管波音会不会破产，下一个时代的故事已经开始了。\n　　如果翻开1979年元旦出版的《时代》周刊，会发现上面印着一位中国领导人的头像。他能登上《时代》封面的最大原因是：促进中美建交。\n　　当月，邓设计师在大年初一登上了波音707客机，飞往美国。专机从北京起飞，经停上海，取道美国阿拉斯加州，最终抵达美国首都华盛顿，总距离14300多公里，计划飞行16个...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/gsnews/2020-04-01/doc-iimxyqwa4405772.shtml\">Web Link</a>\n\n</div>\n","source":"sina_stock","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>波音的\"画皮\"：锈迹斑斑的美利坚长子</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{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: 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波音的\"画皮\"：锈迹斑斑的美利坚长子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-01 07:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/chanjing/gsnews/2020-04-01/doc-iimxyqwa4405772.shtml><strong>阿尔法工场</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>波音的“画皮”：锈迹斑斑的美利坚长子\n\n　　导语：不管波音会不会破产，下一个时代的故事已经开始了。\n　　如果翻开1979年元旦出版的《时代》周刊，会发现上面印着一位中国领导人的头像。他能登上《时代》封面的最大原因是：促进中美建交。\n　　当月，邓设计师在大年初一登上了波音707客机，飞往美国。专机从北京起飞，经停上海，取道美国阿拉斯加州，最终抵达美国首都华盛顿，总距离14300多公里，计划飞行16个...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/gsnews/2020-04-01/doc-iimxyqwa4405772.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/b31d7cfc0a112c0f5260f949e81e7e36","relate_stocks":{"BA":"波音"},"source_url":"https://finance.sina.com.cn/chanjing/gsnews/2020-04-01/doc-iimxyqwa4405772.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2024171373","content_text":"波音的“画皮”：锈迹斑斑的美利坚长子\n\n　　导语：不管波音会不会破产，下一个时代的故事已经开始了。\n　　如果翻开1979年元旦出版的《时代》周刊，会发现上面印着一位中国领导人的头像。他能登上《时代》封面的最大原因是：促进中美建交。\n　　当月，邓设计师在大年初一登上了波音707客机，飞往美国。专机从北京起飞，经停上海，取道美国阿拉斯加州，最终抵达美国首都华盛顿，总距离14300多公里，计划飞行16个小时。\n　　飞机刚在安德鲁斯空军基地降落，华盛顿大雪突降。并且，美国的上空还刮起了一阵“邓旋风”，从华盛顿一直到西雅图。\n　　在西雅图，这里有着邓此行的主要目的地：波音（NYSE：BA）。他在波音公司董事长威尔逊和工人们的热烈掌声中，乘电瓶车绕了工厂一圈儿。并对墙上“质量就是艺术”“质量同成功是伙伴”等带有社会主义风格的标语，赞赏不已。\n　　在波音公司举办的商业午餐会上，邓对着众人，用浓烈的四川口音，极具智慧的重申了此次访问的主题 — “向美国人民学习”，把美国人民夸奖为“现代工业文明的创造者”。因为他在参观波音正在生产的747客机时，观察得特别仔细。\n　　他还对着随行者认真的讲到：总有一天我们自己也会造飞机的。\n　　1980年，波音交付了中国订购的首架波音707飞机。之后，波音飞机成为了为中国航空客运和货运系统的主力军，这个抉择，让当时主张此行动的官员被称为“波音派”。此时，邓再次会见了波音公司董事长威尔逊。\n　　从留存下来的珍贵照片中可以看到，威尔逊翘着二郎腿，双手放在膝盖上，身体微微倾斜。但让他没想到的是，两个月后，有人爬上了自由女神像，发现女神已经锈迹斑斑，即将变成破铜烂铁。而波音正是自由女神皇冠上最璀璨的明珠。\n　　世界上最大的两个帝国，以波音为起点，国运自此走向了分野。\n　　01 波音没有魔力\n　　2020年，波音股价腰斩，一度从347美金跌至89美金，外界悲观的发出“波音即将破产”。\n　　而美国总统特朗普却信誓旦旦地说道：“我们不会让波音破产的”。他虽被网友戏称为“特不靠谱”，但这句话却底气十足。因为波音是美国最大的制造商与出口商，在国内雇用了超过10万名员工，并通过复杂的产业链为全美数千家大小企业和数百万人提供生计。\n　　更重要的是，波音还有军方背景。\n　　即便波音737MAX停产，波音拿不到订单，它还能凭借在资本主义有的顶尖地位，通过回购股票，勉强维持着高高在上的股价。即便回购不在，疫情导致订单需求减少，主打产品停产，三个因素叠加在一起，也只是让波音坐上了股价波动的“过山车”。\n　　（1）737MAX停产导致营收大幅下滑。\n　　从2018年10月到2019年3月，波音737 MAX系列飞机在5个月内发生印尼狮航和埃塞俄比亚航空两次坠机事故，共导致346人死亡。\n　　该机型随后在全球范围内遭到停飞，此次停飞给波音造成了重大的经济损失，更使得波音在20年来首次出现年度亏损。\n\n　　（点击可看大图）\n　　2019年全年，波音营收765.59亿美元，同比减少24%；净亏损6.36亿美元，上年同期净收益104.6亿美元；共交付127架737系列飞机，上年同期为580架，同比下降78.10%。\n　　国防业务的增长也未能弥补波音公司在民用业务上的损失。在国防、宇航和安全业务方面，2019年第四季度，波音营收下降至59.62亿美元，较上年同期下滑13%。\n　　而且由于737 MAX的禁飞，波音在2019年第四季度的支出高达180亿美元，几乎是第三季度的2倍。此费用包含了26亿美元波音客户公司停飞737 MAX的损失补偿税前费用。\n　　（2）疫情减少航空业的需求。\n　　疫情爆发后，各国政府纷纷限制人员流动导致航空客运量大幅减少。\n　　数据显示，今年的商用航空运输量将下降8.9%，自1978年的42年来最大幅度的下降。这意味着全球航空业营收将在2020年减少1130亿美元，同比降低19%。\n　　自身难保的航空公司不但会推迟飞机采购订单，而且目前的低油价无疑意味着从现金流/资本支出以及运营成本的角度来看，燃油效率较低的旧飞机更具吸引力。\n　　（3）停止回购。\n　　3月21日，波音宣布将暂缓支付分红，同时暂停任何股票回购计划。\n　　从2013年开始大规模回购股票，波音借来美联储放水的低息钱，于2013至2019年一共回购了434亿美元的股票。\n　　2013-2019年间，波音用了55%-60%左右的现金去回购股票及现金分红。\n\n　　（点击可看大图）\n　　如此疯狂的回购，使得波音的市值在2019年末的时候达到了近2000亿美金。这其中22%的市值是波音自己买上去的，可见其中的泡沫和水分。\n　　不但推高了市值，回购也快速地“提高”了波音的盈利性。因为通过购买公开市场上流通的股份，减少流通股数量，这样实际盈利能力不变，也能推高每股盈利（每股盈利=盈利/总流通股份）。\n　　没有了回购和分红，波音失去了魔力。\n\n　　02 回光返照\n　　正常情况下，如果波音的三个“魔力”再度恢复，下跌逻辑修复，股价就会重回巅峰，但事实并非如此。\n　　（1）波音计划5月重启737MAX，但是订单出现取消情况。\n　　3月25日，波音宣布计划5月重启737MAX的生产。一些供应商已经收到波音的通知，要求他们做好四月份运送737MAX组件的准备。受这一利好消息，波音股价当日报复性反弹20%，并在之后两天分别反弹24%、14%。\n　　波音表示，目前有400架737MAX飞机没有交付。\n　　但在2月至3月间，下面5家客户共取消了59架737 MAX。这些订单占这5家初始订单的25%。\n\n　　（点击可看大图）\n　　截止到2019年末，波音有5406架飞机未交付。5家客户取消的订单量占总量的1%。\n　　尽管去销量并不大，但是由于相同的客户可以选择取消更多的订单，还因为更多的客户可以选择取消部分订单。如果每月损失1%的订单，连续一年，那么到年底就会失去了10%以上的未交付订单。\n　　（2）疫情仍然未现拐点。\n　　截至3月30日，全球累计确诊人数破72万，美国累计确诊病例超14万人。\n　　特朗普表示，美国将在两周内迎来新冠肺炎死亡率拐点，预计整体形势将于6月初转好。但目前，全球疫情拐点并未出现。\n　　（3）政府救助条款。\n　　波音已经发布声明，希望寻求600亿美元的流动性支持，以帮助航空业渡过疫情所带来的难关，这其中包括波音为供应商提供的贷款担保。\n　　但是，CEO戴维·卡尔霍恩随后表示，如果这意味着美国纳税人实质上成为公司的股东，则公司将拒绝联邦援助。\n　　“我不需要股权。” 他说，如果政府要求在公司中持有股份以换取贷款担保，他将表示“公司将考虑所有其他选择，并且有很多选择。”\n　　在2008年的经济衰退期间，这种方法曾被用来为银行和汽车制造商提供支持，最终政府以数十亿美元的利润出售了所持股份。\n　　目前波音不接受政府的接管，而双方协商后的条款，很有可能以限制波音回购为条件。波音的高管们显然很难接受这个“霸王条款”。所以，这家公司已经积重难返，目前的股价一片大好，很可能是回光返照。\n\n　　03 重新定义波音\n　　就算波音的下跌逻辑得以修复，这个披着制造业的金融公司已经把“画皮”暴露。出现在大众面前的，是一个负债累累、锈迹斑斑的伪制造业公司。\n　　而这值得市场对波音重新定价。\n　　（1）债务问题。\n　　从2014年到2019年，波音共产生了200亿美元的利润。有着这样的利润，波音其实并不需要借钱。\n　　但是，近5年波音的负债率却长期维持在93%以上，并在2019年创出新高106%。\n\n　　（点击可看大图）\n　　这是由于波音将其所有的经营现金流都返还给了股东。在过去的几年中，波音公司回购了406亿美元和发放红利 194亿美元，共计大约 600亿美元。同期产生的 550亿现金流。\n　　50亿美元的缺口是由2019年引起的，在这一年中，波音将钱花在了股息和回购上，而经营现金流却减少了。\n　　2019年3月至12月，737Max停止交付，但并没有停产，导致波音2019年经营现金流为-24.46亿美元，现金流动负债比降至-0.03，完全失去造血能力，不得不在2020年初寻求120亿美元贷款用于经营及还债。\n\n　　没有危机时，波音是一家高回购率、高分红率的公司，危机一来，便骤然变成了一家负债累累的公司。\n　　（2）疫情后，世界将迎来“全球化逆转”和“供应链重塑”。\n　　全球化不但成就了中国，更成就了美国的这个制造业巨头。作为美国第一大出口商，其背后代表着航空制造业产业链上的1.7万个供应商，250万个就业岗位。\n　　全球化带来的产业链外包与转移，帮助波音降低了成本，并开拓新兴市场。\n　　比如，在787客机中，意大利的阿莱特尼和美国的沃特飞机工业公司负责机身的中心部分，机翼、尾翼的大部分由三井、三菱、川琦三家日本重工业财团垄断。而波音自己只负责建造飞机约35%的部分以及最后的总装。\n　　用波音前CEO的话来说，波音是一个装配公司，或者叫设备集成商。\n　　这个全球供应链体系，意味着如果其中的一部分零件不能交付，那么整个飞机的组装就会面临风险。\n　　而波音是一个组装公司，供应链的重塑将严重影响其原来的运营模式。此次疫情无疑会对波音的供应链产生影响。疫情过后，依赖全球供应链的公司，将会重新思考如何把产业链移回国内，使得零件的供应更加有保障。\n　　但是，这无疑会以效率和利润为代价，目前也无法衡量，也为波音的估值带来了更大的不确定性。而全球化逆转和供应链重塑已经是不可避免的状况，不然锈迹斑斑的波音就是前车之鉴。\n　　而波音的问题，是美国制造业的问题，也是疫情过后，整个世界该思考的问题。\n　　再回到文章的开头，那位老人曾说“总有一天我们自己也会造飞机的”。40年过去了，我们的商用大飞机C919在3月24日，完成了关键性的试飞。据不完全统计，有20多家A股上市公司参与了国产大飞机的研发制造。\n　　这架大飞机串起了国内完整的飞机制造产业链，200多家企业、36所高校、数十万产业人员参与研制，70家企业成为C919的供应商或潜在供应商，已收到1015架飞机订单，但C919的“心脏”发动机却由美国提供。\n　　不过，这次疫情展现了一个现实，“能无限制购买‘心脏’的波音，也讲不出好故事了”。大飞机这颗制造业皇冠上的明珠，美利坚开始黯淡，我们准备飞跃。\n　　下一个时代的故事开始了。\n责任编辑：陈永乐","news_type":1},"isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929534417,"gmtCreate":1585526267239,"gmtModify":1704358127493,"author":{"id":"3478130312013179","authorId":"3478130312013179","name":"生活指导天师","avatar":"https://static.tigerbbs.com/ed93666ed6929119e238b9849dc42dc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478130312013179","authorIdStr":"3478130312013179"},"themes":[],"htmlText":"所以说减少187%到底是减少多少？我读书少看不懂","listText":"所以说减少187%到底是减少多少？我读书少看不懂","text":"所以说减少187%到底是减少多少？我读书少看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929534417","repostId":"2023093166","repostType":2,"repost":{"id":"2023093166","kind":"news","pubTimestamp":1585442094,"share":"https://www.laohu8.com/m/news/2023093166?lang=&edition=full","pubTime":"2020-03-29 08:34","market":"us","language":"zh","title":"供应链：5G iPhone生产推迟 苹果订单量减少187％","url":"https://stock-news.laohu8.com/highlight/detail?id=2023093166","media":"腾讯新闻","summary":"继供应链称暂时没有接到iPhone 12延期的消息后，关于苹果2020年5G iPhone产品线又出现了新的消息。路透社最新报道称，目前供应链产生已经确定新iPhone生产推迟，并且苹果有意减少部分零","content":"<html><body><article><p>继供应链称暂时没有接到iPhone 12延期的消息后，关于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>2020年5G iPhone产品线又出现了新的消息。路透社最新报道称，目前供应链产生已经确定新iPhone生产推迟，并且苹果有意减少部分零部件订单，令供应链厂商非常担心。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200329083456365d2467ifr8dy7e4x\"/><p>援引iPhone屏幕供应链厂商高管的消息称，苹果原计划在2020年订购超过7000万块iPhone屏幕，但目前希望将订单量缩减为5800万块、下滑了17%。“即便中国产业链恢复，但现在的重点是美国和欧洲市场的用户需求，每个人都在考量疫情对欧美市场的影响。”知情人士如是说。据悉，苹果还计划减少印度、越南工厂的产量。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200329083456584d24673t9n0cdl9e\"/><p>2020年iPhone产品线渲染图</p><p>针对路透社的报道，苹果方面拒绝评论。不过，iPhone产业链受到疫情影响是不争的事实。在疫情暴发初期，由于中国富士康工厂产能不足，全球各地的iPhone 11部分型号缺货，苹果还短暂开启了限购措施。随着中国疫情得到控制、复工复产不断推进，虽然产量逐步恢复，但欧美疫情却开始爆发。对于iPhone这种依靠全球供应链的产品来说，打击是巨大的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200329083457376d246nzwg6klkwgf\"/><p>iOS 14曝光的新iPhone图标</p><p>日前，iOS 14 beta固件曝光了全新设计的无刘海iPhone，或许是5G iPhone产品线中的高端型号。而据郭明錤等分析师的预测报告，苹果在今年可能会推出iPhone 9、iPhone 12（6.1英寸）、iPhone 12 Pro（5.4及6.1英寸）和iPhone 12 Pro Max（6.7英寸）共5款新机，其中iPhone 9原定3月发布，但可能延期至四月；iPhone 12系列仍会在9月发布，上市时间则有可能会推迟一个月左右。</p><p>疫情方面，目前美国累计确诊患者超10万名， 成为全球第一大疫情国。包括苹果在内的硅谷公司纷纷停产、关店或远程办公，对生产产生较大影响。结合美国的疫情状态，苹果很难独善其身，新产品的开发、测试和生产流程都会遭到冲击；消费者的购买欲望也降至冰点，这为原本处于“超级换机周期”的5G iPhone蒙上了一层阴影。</p></article></body></html>","source":"tencent","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>供应链：5G iPhone生产推迟 苹果订单量减少187％</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: 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供应链：5G iPhone生产推迟 苹果订单量减少187％\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-29 08:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20200329083502792632d5&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继供应链称暂时没有接到iPhone 12延期的消息后，关于苹果2020年5G iPhone产品线又出现了新的消息。路透社最新报道称，目前供应链产生已经确定新iPhone生产推迟，并且苹果有意减少部分零部件订单，令供应链厂商非常担心。援引iPhone屏幕供应链厂商高管的消息称，苹果原计划在2020年订购超过7000万块iPhone屏幕，但目前希望将订单量缩减为5800万块、下滑了17%。“即便中国...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20200329083502792632d5&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b404fb9c9ce943d48d73d9e4b47bb53c","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20200329083502792632d5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2023093166","content_text":"继供应链称暂时没有接到iPhone 12延期的消息后，关于苹果2020年5G iPhone产品线又出现了新的消息。路透社最新报道称，目前供应链产生已经确定新iPhone生产推迟，并且苹果有意减少部分零部件订单，令供应链厂商非常担心。援引iPhone屏幕供应链厂商高管的消息称，苹果原计划在2020年订购超过7000万块iPhone屏幕，但目前希望将订单量缩减为5800万块、下滑了17%。“即便中国产业链恢复，但现在的重点是美国和欧洲市场的用户需求，每个人都在考量疫情对欧美市场的影响。”知情人士如是说。据悉，苹果还计划减少印度、越南工厂的产量。2020年iPhone产品线渲染图针对路透社的报道，苹果方面拒绝评论。不过，iPhone产业链受到疫情影响是不争的事实。在疫情暴发初期，由于中国富士康工厂产能不足，全球各地的iPhone 11部分型号缺货，苹果还短暂开启了限购措施。随着中国疫情得到控制、复工复产不断推进，虽然产量逐步恢复，但欧美疫情却开始爆发。对于iPhone这种依靠全球供应链的产品来说，打击是巨大的。iOS 14曝光的新iPhone图标日前，iOS 14 beta固件曝光了全新设计的无刘海iPhone，或许是5G iPhone产品线中的高端型号。而据郭明錤等分析师的预测报告，苹果在今年可能会推出iPhone 9、iPhone 12（6.1英寸）、iPhone 12 Pro（5.4及6.1英寸）和iPhone 12 Pro Max（6.7英寸）共5款新机，其中iPhone 9原定3月发布，但可能延期至四月；iPhone 12系列仍会在9月发布，上市时间则有可能会推迟一个月左右。疫情方面，目前美国累计确诊患者超10万名， 成为全球第一大疫情国。包括苹果在内的硅谷公司纷纷停产、关店或远程办公，对生产产生较大影响。结合美国的疫情状态，苹果很难独善其身，新产品的开发、测试和生产流程都会遭到冲击；消费者的购买欲望也降至冰点，这为原本处于“超级换机周期”的5G iPhone蒙上了一层阴影。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967234950,"gmtCreate":1584620283470,"gmtModify":1704355276603,"author":{"id":"3478130312013179","authorId":"3478130312013179","name":"生活指导天师","avatar":"https://static.tigerbbs.com/ed93666ed6929119e238b9849dc42dc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478130312013179","authorIdStr":"3478130312013179"},"themes":[],"htmlText":"看完了感觉很有道理，回味下，啥东西都没有。","listText":"看完了感觉很有道理，回味下，啥东西都没有。","text":"看完了感觉很有道理，回味下，啥东西都没有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967234950","repostId":"2020611977","repostType":2,"repost":{"id":"2020611977","kind":"news","pubTimestamp":1584603000,"share":"https://www.laohu8.com/m/news/2020611977?lang=&edition=full","pubTime":"2020-03-19 15:30","market":"fut","language":"zh","title":"硬氣！GJD，出手了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2020611977","media":"来源：FX168财经网人物频道","summary":"昨天白天看到美股股指期貨大跌熔斷，就猜想晚上的外盤，又要崩……隔夜美股再次大跌6.3%，又熔斷了，這是這個月的第四次熔斷，巴菲特見證過的美股第五次熔斷。今年是紐交所成立的第229年，僅一個月，就發生了4次...","content":"<html><body><div>\n<div><p><span>昨天白天看到美股股指期貨大跌熔斷，就猜想晚上的外盤，又要崩……</span></p><p><span>隔夜美股再次大跌6.3%，又熔斷了，這是這個月的第四次熔斷，巴菲特見證過的美股第五次熔斷。</span></p><p><span>今年是紐交所成立的第229年，僅一個月，就發生了4次熔斷，前228年，也只不過發生過一次熔斷。</span></p><p><span><span><span>道指跌破2萬點大關，已經跌破了老川當時上任的點位（2017年1月20日19903點）。</span><span>看來慢牛也不見得有多好，一個月，就跌了個萬把點。</span></span></span></p><p><span><span><span>昨天看到一個觀點說，美股道指可能從歷史高點下來，將會腰斬！</span><span>那就是看道指15000點啊？</span><span>還有4000點，20%的下跌空間？</span><span>老揭看到這個觀點，直接懵逼了。</span></span></span></p><p><span><span><span>大家都在說見證歷史，好精彩。</span><span>我不要見證歷史，我只要錢漲回來。</span></span></span></p><p><span>現在全球股市都跟著美股股指期貨的節奏，昨日午後全球跳水即是佐證。</span></p><p><span><span><span>我剛瞄了一眼美股股指期貨，截至14：15，又是殺跌。</span><span>納指100期貨跌2.47%，標普500小型跌3.28%。</span></span></span></p><p><span>亞太股市全面崩潰，日本股市剛收盤，下跌1%，韓國股市不知道發生了什麼，踩踏了，慘絕人寰，目前大跌7.94%，新加坡也大跌4.45%</span></p><p><span><span><span>香港恆生指數也很慘，昨天創近期新低，整體破淨，今天，早盤一度大跌5%，目前跌幅收窄，下跌2%，創出2016年7月以來新低。</span></span></span></p><p><span><span><span>還有菲律賓股市，之前暫停交易，恢復交易後跌幅擴大至24%，真是辣眼鏡啊。</span><span>剛剛，菲律賓央行下調利率50個基點。</span></span></span></p><p><span>全球股市，大崩潰。</span></p><p><span><span><span>=========</span></span></span></p><p><span><span><span>隨著全球股市大崩潰，空頭開始也大肆造謠了。</span><span>昨天午後大盤跳水，還有一個原因，據傳橋水爆倉了。</span></span><span><span><span>聽說昨天下午，很多人把《原則》扔進垃圾桶了？</span><span>還聽說，橋水爆倉的謠言，在大媽買菜群，也都傳開了。</span></span></span></span></p><p><span>收盤後，橋水創始人達利奧澄清謠言。</span></p><p><span><span><span>不過，老揭認為，這個謠言並非空穴來風。</span><span>昨天在朋友圈看到一個說法，我覺得挺有道理，分享給各位：</span></span></span></p><blockquote><p><span>橋水的資產結構，一開始是購買美債後在回購市場用債券融資，然後空美股多黃金，後來美股下跌到29000的時候，橋水反手做多，然後原油兩天跌了40%這個黑天鵝引爆了回購市場，沙特開始在回購市場要求巨額贖回，瞬間回購市場流動性就沒了，大家都不願意給融券方借錢，利率起飛，美債暴跌，橋水被迫就拋售黃金，結果金融市場整個信心炸掉了，流動性全無美股崩盤，最近A股北向資金流出特別多也和橋水有關係。</span></p></blockquote><p><span><span><span>我再用大白話翻譯下：橋水用了槓桿，碰上黑天鵝事件，又碰上回購市場巨額贖回，流動性沒了，只能拋優質資產。</span></span></span></p><p><span>上次看到一個數據說，橋水今年以來，已經虧了20%以上。</span></p><p><span><span><span>流動性非常重要，特別是對用了槓桿的資金。</span><span>當年長期資本，也是因為流動性爆倉的。</span></span></span></p><p><span>雖然當年長期資本做的是固定收益套利，穩賺不賠，但是用了槓桿，而且槓桿上再加槓桿，等流動性出現問題，沒有新錢進來，就直接爆了。</span></p><p><span>下圖是當年長期資本管理公司的淨值圖，97年之前，業績好得一塌糊塗，三年時間，淨值1元變4元，到了98年，直接損落，爆倉清盤了。</span></p><p><span>長期資本清盤後，還有後續，幾位創始人不甘心，想再做一個新的產品，用的也是相同的策略，然而，又爆倉了，從此，一蹶不振。</span></p><p><span><span><span>所以啊，資本市場，漲漲跌跌不重要，重要的是什麼？</span></span><strong><span><span>流動性！</span></span></strong></span></p><p><span><span><span>還有很重要的一點，大家要記住：</span></span><strong><span><span>槓桿是把雙刃劍，一定要慎用！</span></span></strong></span></p><p><span><span><span>=========</span></span></span></p><p><span><span><span>今日兩市又來了一次金針探底，我大A股，非常抗跌，非常硬氣。</span><span>午後疑似GJD出手，先拉大科技，再拉券商，中小板、創業板以紅盤報收。</span></span></span></p><p><span><span><span>昨天老揭已經亮過鮮明觀點，前期低點不能破，早盤上證一度跌破，但是創業板抗住了，午後抄底資金入場，</span></span><span><span><span>上證</span></span></span><span><span>收復2700，未有效跌破前期低點。</span></span></span></p><p><span>北向資金繼續淨流出，前幾天提醒過大家，主要是外資後院起火，先拋獲利的優質資產。</span></p><p><span>早盤中國平安、貴州茅台、万科、招商銀行、格力電器等等，這些核心資產，帶頭殺跌，核心資產領跌，這一看，就是外資繼續在拋，後院扛不住呀。</span></p><p><span><span><span>反觀中小盤的票，這樣的非核心資產，有些已經不跌了，甚至早盤在權重殺跌下，還能逆勢翻紅。</span></span></span></p><p><strong><span>老揭觀點很鮮明，依然簡單直白，不模棱兩可：</span></strong><span><span><span>今日A股硬氣，疑似GJD出手，為了就是守住前期低點，這裡能守住，短期大概率將企穩反彈。</span></span></span></p><p><span>守不住，繼續多求自福。</span></p><p><span>=========</span></p><p><span>目前老揭十年定投成長組合持有行業（按我自己的持倉比例排名）：</span></p><p><span><span><span>汽車（新能源+智能）+傳媒+ </span></span><span><span><span>醫藥+</span></span></span><span><span>醫療+地產+ </span></span><span><span><span>科技+</span></span></span><span><span> 500增強+黃金。</span></span></span></p><p><span>老揭十年定投成長組合最新淨值(2020-3-16)：</span><strong><span>1.1834</span></strong></p></div>\n<div>\n<div>\n<ul>\n<li>\n\t\t                \t\t                          揭幕者\n\t\t                \t\t                      </li>\n<li>\n\t\t                \t\t                          投资英雄\n\t\t                \t\t                      </li>\n</ul>\n</div>\n<div>\n<div>分享</div>\n<div>\n<div>  </div>\n</div>\n</div>\n</div>\n</div></body></html>","source":"fxdaily_fut","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>硬氣！GJD，出手了？</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{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ 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.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硬氣！GJD，出手了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-19 15:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.fx168.com/opinion/column/jiemuzhe/2003/3709580.shtml><strong>来源：FX168财经网人物频道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨天白天看到美股股指期貨大跌熔斷，就猜想晚上的外盤，又要崩……隔夜美股再次大跌6.3%，又熔斷了，這是這個月的第四次熔斷，巴菲特見證過的美股第五次熔斷。今年是紐交所成立的第229年，僅一個月，就發生了4次熔斷，前228年，也只不過發生過一次熔斷。道指跌破2萬點大關，已經跌破了老川當時上任的點位（2017年1月20日19903點）。看來慢牛也不見得有多好，一個月，就跌了個萬把點。昨天看到一個觀點說，...</p>\n\n<a href=\"https://news.fx168.com/opinion/column/jiemuzhe/2003/3709580.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://news.fx168.com/opinion/column/jiemuzhe/2003/W020200319558509518904.jpg","relate_stocks":{},"source_url":"https://news.fx168.com/opinion/column/jiemuzhe/2003/3709580.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2020611977","content_text":"昨天白天看到美股股指期貨大跌熔斷，就猜想晚上的外盤，又要崩……隔夜美股再次大跌6.3%，又熔斷了，這是這個月的第四次熔斷，巴菲特見證過的美股第五次熔斷。今年是紐交所成立的第229年，僅一個月，就發生了4次熔斷，前228年，也只不過發生過一次熔斷。道指跌破2萬點大關，已經跌破了老川當時上任的點位（2017年1月20日19903點）。看來慢牛也不見得有多好，一個月，就跌了個萬把點。昨天看到一個觀點說，美股道指可能從歷史高點下來，將會腰斬！那就是看道指15000點啊？還有4000點，20%的下跌空間？老揭看到這個觀點，直接懵逼了。大家都在說見證歷史，好精彩。我不要見證歷史，我只要錢漲回來。現在全球股市都跟著美股股指期貨的節奏，昨日午後全球跳水即是佐證。我剛瞄了一眼美股股指期貨，截至14：15，又是殺跌。納指100期貨跌2.47%，標普500小型跌3.28%。亞太股市全面崩潰，日本股市剛收盤，下跌1%，韓國股市不知道發生了什麼，踩踏了，慘絕人寰，目前大跌7.94%，新加坡也大跌4.45%香港恆生指數也很慘，昨天創近期新低，整體破淨，今天，早盤一度大跌5%，目前跌幅收窄，下跌2%，創出2016年7月以來新低。還有菲律賓股市，之前暫停交易，恢復交易後跌幅擴大至24%，真是辣眼鏡啊。剛剛，菲律賓央行下調利率50個基點。全球股市，大崩潰。=========隨著全球股市大崩潰，空頭開始也大肆造謠了。昨天午後大盤跳水，還有一個原因，據傳橋水爆倉了。聽說昨天下午，很多人把《原則》扔進垃圾桶了？還聽說，橋水爆倉的謠言，在大媽買菜群，也都傳開了。收盤後，橋水創始人達利奧澄清謠言。不過，老揭認為，這個謠言並非空穴來風。昨天在朋友圈看到一個說法，我覺得挺有道理，分享給各位：橋水的資產結構，一開始是購買美債後在回購市場用債券融資，然後空美股多黃金，後來美股下跌到29000的時候，橋水反手做多，然後原油兩天跌了40%這個黑天鵝引爆了回購市場，沙特開始在回購市場要求巨額贖回，瞬間回購市場流動性就沒了，大家都不願意給融券方借錢，利率起飛，美債暴跌，橋水被迫就拋售黃金，結果金融市場整個信心炸掉了，流動性全無美股崩盤，最近A股北向資金流出特別多也和橋水有關係。我再用大白話翻譯下：橋水用了槓桿，碰上黑天鵝事件，又碰上回購市場巨額贖回，流動性沒了，只能拋優質資產。上次看到一個數據說，橋水今年以來，已經虧了20%以上。流動性非常重要，特別是對用了槓桿的資金。當年長期資本，也是因為流動性爆倉的。雖然當年長期資本做的是固定收益套利，穩賺不賠，但是用了槓桿，而且槓桿上再加槓桿，等流動性出現問題，沒有新錢進來，就直接爆了。下圖是當年長期資本管理公司的淨值圖，97年之前，業績好得一塌糊塗，三年時間，淨值1元變4元，到了98年，直接損落，爆倉清盤了。長期資本清盤後，還有後續，幾位創始人不甘心，想再做一個新的產品，用的也是相同的策略，然而，又爆倉了，從此，一蹶不振。所以啊，資本市場，漲漲跌跌不重要，重要的是什麼？流動性！還有很重要的一點，大家要記住：槓桿是把雙刃劍，一定要慎用！=========今日兩市又來了一次金針探底，我大A股，非常抗跌，非常硬氣。午後疑似GJD出手，先拉大科技，再拉券商，中小板、創業板以紅盤報收。昨天老揭已經亮過鮮明觀點，前期低點不能破，早盤上證一度跌破，但是創業板抗住了，午後抄底資金入場，上證收復2700，未有效跌破前期低點。北向資金繼續淨流出，前幾天提醒過大家，主要是外資後院起火，先拋獲利的優質資產。早盤中國平安、貴州茅台、万科、招商銀行、格力電器等等，這些核心資產，帶頭殺跌，核心資產領跌，這一看，就是外資繼續在拋，後院扛不住呀。反觀中小盤的票，這樣的非核心資產，有些已經不跌了，甚至早盤在權重殺跌下，還能逆勢翻紅。老揭觀點很鮮明，依然簡單直白，不模棱兩可：今日A股硬氣，疑似GJD出手，為了就是守住前期低點，這裡能守住，短期大概率將企穩反彈。守不住，繼續多求自福。=========目前老揭十年定投成長組合持有行業（按我自己的持倉比例排名）：汽車（新能源+智能）+傳媒+ 醫藥+醫療+地產+ 科技+ 500增強+黃金。老揭十年定投成長組合最新淨值(2020-3-16)：1.1834\n\n\n\n\n\t\t                \t\t                          揭幕者\n\t\t                \t\t                      \n\n\t\t                \t\t                          投资英雄\n\t\t                \t\t                      \n\n\n\n分享","news_type":1},"isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914986970,"gmtCreate":1581003339490,"gmtModify":1704343235041,"author":{"id":"3478130312013179","authorId":"3478130312013179","name":"生活指导天师","avatar":"https://static.tigerbbs.com/ed93666ed6929119e238b9849dc42dc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478130312013179","authorIdStr":"3478130312013179"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;敢不敢涨百分之十……","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;敢不敢涨百分之十……","text":"$苹果(AAPL)$ 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拼多多用户越来越多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/203050328068136","isVote":1,"tweetType":1,"viewCount":1293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658490183,"gmtCreate":1682915275043,"gmtModify":1682915277682,"author":{"id":"3478130312013179","authorId":"3478130312013179","name":"生活指导天师","avatar":"https://static.tigerbbs.com/ed93666ed6929119e238b9849dc42dc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478130312013179","authorIdStr":"3478130312013179"},"themes":[],"htmlText":"这个老头可真能活","listText":"这个老头可真能活","text":"这个老头可真能活","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658490183","repostId":"1136753103","repostType":2,"repost":{"id":"1136753103","kind":"news","pubTimestamp":1682912745,"share":"https://www.laohu8.com/m/news/1136753103?lang=&edition=full","pubTime":"2023-05-01 11:45","market":"us","language":"zh","title":"99岁芒格警告：美国银行业堆满了“地产坏账”","url":"https://stock-news.laohu8.com/highlight/detail?id=1136753103","media":"华尔街见闻","summary":"随着地产价格下跌，美国银行业“充斥着不良贷款”。","content":"<html><head></head><body><p>巴菲特的老搭档、伯克希尔哈撒韦副董事长查理·芒格在最近的一次采访中，对美国目前的银行业危机发表了令人吃惊的评论。</p><p style=\"text-align: justify;\">在接受英国《金融时报》周日的采访时，芒格警告称，<strong>美国商业地产市场正在酝酿一场风暴，随着地产价格下跌，美国银行业“充斥着不良贷款”。</strong></p><p style=\"text-align: justify;\">芒格说：</p><blockquote>“很多房地产的情况已经不太妙了。我们有很多陷入困境的办公楼，很多陷入困境的购物中心，还有很多陷入困境的其他房地产。外面哀鸿遍野。”</blockquote><p style=\"text-align: justify;\">他补充说：</p><blockquote>“与六个月前相比，目前美国每家银行对房地产贷款的收紧程度都要高得多。”</blockquote><p style=\"text-align: justify;\">尽管芒格指出，目前的市场并不像2008年时那样糟糕，但他表示，<strong>“银行业也会遇到麻烦，就像其他地方都会遇到麻烦一样。”</strong></p><p style=\"text-align: justify;\">芒格发出警告之际，正值美国联邦监管机构要求各大银行在周日下午之前提交对第一共和银行的最终收购要约，这是有关美国中型银行业危机的最新消息。</p><p style=\"text-align: justify;\"><strong>虽然伯克希尔有在美国金融不稳定时期支持银行业的历史，但到目前为止该公司对硅谷银行和Signature银行的倒闭一直置身事外。</strong></p><p style=\"text-align: justify;\">芒格认为伯克希尔的克制，部分是由于银行大量商业地产贷款可能带来的风险。</p><p style=\"text-align: justify;\">他表示：</p><blockquote>“伯克希尔对银行进行了一些投资，业绩显示非常好。我们对银行也有一些失望。明智地经营一家银行并不是那么容易；做错事的诱惑有很多。”</blockquote></body></html>","source":"live_wallstreetcn","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>99岁芒格警告：美国银行业堆满了“地产坏账”</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\">\n99岁芒格警告：美国银行业堆满了“地产坏账”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-01 11:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3687803><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴菲特的老搭档、伯克希尔哈撒韦副董事长查理·芒格在最近的一次采访中，对美国目前的银行业危机发表了令人吃惊的评论。在接受英国《金融时报》周日的采访时，芒格警告称，美国商业地产市场正在酝酿一场风暴，随着地产价格下跌，美国银行业“充斥着不良贷款”。芒格说：“很多房地产的情况已经不太妙了。我们有很多陷入困境的办公楼，很多陷入困境的购物中心，还有很多陷入困境的其他房地产。外面哀鸿遍野。”他补充说：“与六个月...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3687803\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/486336673db1298d2fbd9e144e9c53b2","relate_stocks":{"DRV":"三倍做空房地产ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3687803","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1136753103","content_text":"巴菲特的老搭档、伯克希尔哈撒韦副董事长查理·芒格在最近的一次采访中，对美国目前的银行业危机发表了令人吃惊的评论。在接受英国《金融时报》周日的采访时，芒格警告称，美国商业地产市场正在酝酿一场风暴，随着地产价格下跌，美国银行业“充斥着不良贷款”。芒格说：“很多房地产的情况已经不太妙了。我们有很多陷入困境的办公楼，很多陷入困境的购物中心，还有很多陷入困境的其他房地产。外面哀鸿遍野。”他补充说：“与六个月前相比，目前美国每家银行对房地产贷款的收紧程度都要高得多。”尽管芒格指出，目前的市场并不像2008年时那样糟糕，但他表示，“银行业也会遇到麻烦，就像其他地方都会遇到麻烦一样。”芒格发出警告之际，正值美国联邦监管机构要求各大银行在周日下午之前提交对第一共和银行的最终收购要约，这是有关美国中型银行业危机的最新消息。虽然伯克希尔有在美国金融不稳定时期支持银行业的历史，但到目前为止该公司对硅谷银行和Signature银行的倒闭一直置身事外。芒格认为伯克希尔的克制，部分是由于银行大量商业地产贷款可能带来的风险。他表示：“伯克希尔对银行进行了一些投资，业绩显示非常好。我们对银行也有一些失望。明智地经营一家银行并不是那么容易；做错事的诱惑有很多。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126317234,"gmtCreate":1624544455428,"gmtModify":1624544455428,"author":{"id":"3478130312013179","authorId":"3478130312013179","name":"生活指导天师","avatar":"https://static.tigerbbs.com/ed93666ed6929119e238b9849dc42dc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478130312013179","authorIdStr":"3478130312013179"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>什么时候能跟特斯拉走出不一样的行情啊就对喽","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>什么时候能跟特斯拉走出不一样的行情啊就对喽","text":"$小鹏汽车(XPEV)$什么时候能跟特斯拉走出不一样的行情啊就对喽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126317234","isVote":1,"tweetType":1,"viewCount":2538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}