阿诺德的个人主页 - 老虎社区

阿诺德

阿诺德

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IP属地：河南

25关注

4粉丝

0主题

0勋章

2020-04-04

$AMC院线(AMC)$哎

2020-08-20

$小米集团-W(01810)$持仓两年，先跑一部分😂😂

2019-12-13

$XIAOMI CORP-CLASS B(01810)$ 解套期待中

2020-07-07

$小米集团-W(01810)$加油(ง •̀_•́)ง

2020-01-16

$XIAOMI CORP-CLASS B(01810)$ 开心😁 2020有望解套

2019-11-18

2019-11-18 交易笔记 by 阿诺德

2019-11-18 成本现价浮动收益小米集团-W(01810) 17.971 8.500 -52.70% $小米集团-W(01810)$

2019-11-18 交易笔记 by 阿诺德

2020-02-27

$小米集团-W(01810)$ 加油(ง •̀_•́)ง

2020-12-25

$小米集团-W(01810)$没想到有今天😂

2020-08-27

$小米集团-W(01810)$小米加油

2021-08-06

$迪士尼(DIS)$[微笑]

2020-05-19

$迪士尼(DIS)$虽然没懂为何涨[开心]

2018-08-03

$小米集团-W(01810)$ 短期震荡，看好小米！中国踏实左产品的没几个了

2018-07-26

$小米集团-W(01810)$ 看好小米，长期持有了。至少要比几个赔钱的视频和直播强些吧

2021-09-24

贬值更严重了

抱歉，原内容已删除

2020-03-23

$迪士尼(DIS)$看美国形势貌似还不是底

2020-03-17

$迪士尼(DIS)$全线亏啊这是

2020-03-13

这篇文章不错，转发给大家看

@荒野侦探:恐慌之下谈迪士尼投资价值

2019-11-18

2019-11-18 交易笔记 by 阿诺德

2019-11-18 成本现价浮动收益小米集团-W(01810) 17.971 8.500 -52.70% 呵呵这是得等好多年了吧。

2019-11-18 交易笔记 by 阿诺德

2018-09-26

$美团点评-W(03690)$ 要反手做空？

2018-09-20

$美团点评-W(03690)$ 现在是买不了吗

去老虎APP查看更多动态

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Securities Pte Ltd.)固定收益研究主管Winson Phoon说。“但总体而言，考虑到季末和恒大事件之间的相互作用，这仍是一个净需求。”</p><p>当局往往会在季度末放松对流动性的控制，因银行对监管检查所需现金的需求增加。银行还需要在10月初中国为期一周的假期之前囤积更多资金。</p><p>隔夜回购利率是衡量短期银行间拆借成本的指标，周五下跌了26个基点，至1.74%，创下一个多月来的最低水平。7天期利率攀升了10个基点。</p></div>\n<div></div>\n<div>\n<div>\n<ul>\n<li>\n\n                                                    中国人民银行\n                                                \n</li>\n<li>\n\n                                                    中国\n                                                \n</li>\n</ul>\n</div>\n<div>\n<div>\n<div>分享</div>\n<div>\n<div>  </div>\n</div>\n</div>\n<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\" 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周五(9月24日)，中国央行继续向金融系统注入短期流动性，政策制定者试图缓解人们对中国恒大集团债务危机的担忧。今日，中国人民银行通过逆回购协议向银行体系注资1,200亿元(186亿美元)，因今日有500亿元逆回购到期，当日实现净投放700亿元。值得一提的是，央行已经连续第四个工作日开展千亿级逆回购操作，此前央行分别于9月17日、9月18日、9月22日分别开展1000...</p>\n\n<a href=\"https://news.fx168.com/bank/pbc/2109/5368629.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/bank/pbc/2109/W020210924422977932715.jpg","relate_stocks":{"03333":"中国恒大"},"source_url":"https://news.fx168.com/bank/pbc/2109/5368629.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169691702","content_text":"FX168财经报社(香港)讯 周五(9月24日)，中国央行继续向金融系统注入短期流动性，政策制定者试图缓解人们对中国恒大集团债务危机的担忧。今日，中国人民银行通过逆回购协议向银行体系注资1,200亿元(186亿美元)，因今日有500亿元逆回购到期，当日实现净投放700亿元。值得一提的是，央行已经连续第四个工作日开展千亿级逆回购操作，此前央行分别于9月17日、9月18日、9月22日分别开展1000亿元、1000亿元、1200亿元逆回购操作。昨日中国央行以利率招标方式开展了7天期和14天期逆回购操作共1200亿元，中标利率分别为2.20%和2.35%。Wind数据显示，当日100亿元逆回购到期，因此单日净投放1100亿元。尽管周五的净投放额低于前4天，但这突显出当局有意避免因恒大债务危机打击市场人气而引发系统性压力。在这家房地产开发商的债务问题冲击了全球市场之后，中国方面加大了提振市场信心的努力。中国央行周四向金融系统注入了自今年1月以来最多的现金，金融监管机构也鼓励该公司采取一切可能的措施，避免其美元债券在短期内违约。“中国人民银行正在积极开展银行间市场流动性管理，以适应不断变化的市场需求。”新加坡金英证券(Maybank Kim Eng Securities Pte Ltd.)固定收益研究主管Winson Phoon说。“但总体而言，考虑到季末和恒大事件之间的相互作用，这仍是一个净需求。”当局往往会在季度末放松对流动性的控制，因银行对监管检查所需现金的需求增加。银行还需要在10月初中国为期一周的假期之前囤积更多资金。隔夜回购利率是衡量短期银行间拆借成本的指标，周五下跌了26个基点，至1.74%，创下一个多月来的最低水平。7天期利率攀升了10个基点。\n\n\n\n\n\n\n                                                    中国人民银行\n                                                \n\n\n\n                                                    中国\n                                                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依目前的价格，迪士尼的估值合理。迪士尼当前市盈率约为19倍，与17.65的历史中值相比，似乎略微高估了一些。基于TTM市盈率回归均值17.65，并使用2020年每股收益预估为5.45美元，考虑到公园关闭、邮轮取消和公园参观人数减少的因素，我们得出的公允价值为每股96.19美元;然而，这是在公园游客减少、游船运力下降等因素的影响下产生的。 如果我们调整这些估计，并在4个月内开始好转，那么我们可以看到2020年每股收益估计为6美元，计算出的公允价值为105.90美元。而如果再调整一下，当迪士尼+、Hulu、ESPN+和Hotstar计入收益时，人们将愿意为迪士尼的收益支付更高的倍数。我们认为，到2020年，每股21美元的市盈率是有可能的，而当你把这个数字与我们每股5.45美元的较低每股收益估值结合起来，你就会得到114.45美元的公允价值。而如果使用6美元作为较低每股收益，你得到的公允价值估计值为126美元。 老实说,估值应与长期持有相结合才有好结果。 业务多样化 我们开始研究DIS的原因之一是，除了它是世界上最幸福的地方，我们希望有一天能把孩子带过来，此外它的商业模式在许多细分市场上都是多样化的。迪士尼主要经营主题公园、电影、电视和直接面向消费者的业务。 今天，当大多数人想到迪斯尼时，他们想到的是主题公园。公园、体验和产品细分，占营收的38%，这部分包括加州迪士","text":"股价从100到150迪士尼走了四年，从150跌回100只用了四个月。这份跌幅无法和$波音(BA)$的壮烈相比，但恐慌之下也充满机遇不是吗。分享四点$迪士尼(DIS)$ 投资主题： 充分估值，值得长期持有 依目前的价格，迪士尼的估值合理。迪士尼当前市盈率约为19倍，与17.65的历史中值相比，似乎略微高估了一些。基于TTM市盈率回归均值17.65，并使用2020年每股收益预估为5.45美元，考虑到公园关闭、邮轮取消和公园参观人数减少的因素，我们得出的公允价值为每股96.19美元;然而，这是在公园游客减少、游船运力下降等因素的影响下产生的。 如果我们调整这些估计，并在4个月内开始好转，那么我们可以看到2020年每股收益估计为6美元，计算出的公允价值为105.90美元。而如果再调整一下，当迪士尼+、Hulu、ESPN+和Hotstar计入收益时，人们将愿意为迪士尼的收益支付更高的倍数。我们认为，到2020年，每股21美元的市盈率是有可能的，而当你把这个数字与我们每股5.45美元的较低每股收益估值结合起来，你就会得到114.45美元的公允价值。而如果使用6美元作为较低每股收益，你得到的公允价值估计值为126美元。 老实说,估值应与长期持有相结合才有好结果。 业务多样化 我们开始研究DIS的原因之一是，除了它是世界上最幸福的地方，我们希望有一天能把孩子带过来，此外它的商业模式在许多细分市场上都是多样化的。迪士尼主要经营主题公园、电影、电视和直接面向消费者的业务。 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