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冷门投资
2022-11-16
$哔哩哔哩(BILI)$
涨涨
冷门投资
2022-11-02
$哔哩哔哩(BILI)$
作为VR内容提供方,未来还是有机会的
冷门投资
2022-03-17
$锦欣生殖(01951)$
再走一波
@中国基金报:“公募一哥”张坤又有新动作
冷门投资
2022-03-17
$锦欣生殖(01951)$
熊屁撒
@中国基金报:“公募一哥”张坤又有新动作
冷门投资
2022-03-16
$哔哩哔哩(BILI)$
小破站
@价值星球Planet:投资爱奇艺、B站、微博,三选一谁为王
冷门投资
2022-03-16
这篇文章不错,转发给大家看看
@价值星球Planet:投资爱奇艺、B站、微博,三选一谁为王
冷门投资
2022-03-07
$锦欣生殖(01951)$
这是个倒了八辈子血霉的股票吧
冷门投资
2022-03-07
$锦欣生殖(01951)$
**
冷门投资
2021-12-22
这篇文章不错,转发给大家看看
@点击我就能取名哦:
$哔哩哔哩(BILI)$
bili每年12 月到1月上涨概率大,炒作bili晚会。现在择机买入,2月初卖出。
$哔哩哔哩-SW(09626)$
冷门投资
2021-12-16
$哔哩哔哩(BILI)$
b站最低点到了
冷门投资
2021-04-29
这篇文章不错,转发给大家看看
抱歉,原内容已删除
冷门投资
2021-03-18
这篇文章不错,转发给大家看看
@小虎周报:美债收益率再度跳涨!今夜鲍威尔救还是不救?
冷门投资
2021-03-12
$Yalla Group(YALA)$
割了就zhang[白眼]
冷门投资
2021-03-03
$Palantir Technologies Inc.(PLTR)$
你是要死了吗?[喷血] [喷血] [喷血]
冷门投资
2021-02-19
我擦
盘前异动:“女股神”逢低加仓!Palantir飙涨超9%
冷门投资
2021-02-18
$Palantir Technologies Inc.(PLTR)$
跌起来无下限了??
冷门投资
2021-02-17
这篇文章不错,转发给大家看看
@三藏的财富频道: 必看!硬核Pltr财报分析!是时候抄底吗?Palantir高回报?PLTR 10K解读
冷门投资
2021-02-16
这篇文章不错,转发给大家看看
@小虎周报:美港股策略:QE火力全开,带给上半年哪些投资机会?
冷门投资
2021-02-14
[思考]
@Raytroninvs:我本金只有3500,我不好赌但也不想赔钱
冷门投资
2021-02-13
预计财报大涨[开心]
How Will Palantir's (PLTR) Top Line Shape Up in Q4 Earnings?
去老虎APP查看更多动态
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近日,ST国医披露最新的投资者关系活动记录表显示,3 月 13日晚上20:00-21:00,易方达明星基金经理张坤参与了天风证券组织电话会议交流,参会的还有易方达基金于博、工银瑞信基金王君正、谭冬寒、丁洋,中银基金王帅、白洁,信诚基金胡喆等80多名机构投资者。 ST国医副总裁兼董事会秘书丁震、财务总监王亚星负责介绍公司经营发展的简要情况,谈及国际医学中心医院和高新医院当前运营情况时称,目前处于整改期间,行业主管部门在两家医院安排工作专班,协助指导整改工作。公司正全力督促两家医院按照卫生主管部门的指导做好在院患者、长期建档患者和急救患者的医疗服务工作,做好有关培训、学科建设以及制度梳理,进一步提升整改效果,在开诊时以最佳状态为患者提供服务。 有机构投资者问到医院停诊期间是否存在人才流失问题、医院停诊期间是否存在人才流失问题,公司称,目前医院的医疗团队稳定,没有出现离职等问题,医院停业整顿期间,照常支付员工,核心医疗团队","listText":"中国基金报记者 若晖 自爆出孕妇流产事件之后股价跌超40%的ST国医再次吸引“公募一哥”张坤调研。 近日披露的投资者关系活动记录表显示,张坤参与了天风证券组织的ST国医电话会议交流,当日参加电话会议的还有工银瑞信医药基金经理谭冬寒等多位机构投资者,参会者关注的焦点在商洛医院的转让及对公司的影响、公司当前的战略规划以及对未来异地扩张的考量等问题。 事实上,张坤对辅助生殖板块关注已久,他管理的包括易方达优质企业等多只基金长期持有另一只辅助生殖概念股——锦欣生殖,此次调研ST国医也是他年内第二次调研该公司。 消息面上看,人工授精等16项辅助生殖技术将于今年3月底正式纳入北京医保,未来“公募一哥”的最新调仓换股动向值得关注。 张坤今年连续两次ST国医 80多名机构投资者参与电话会议 千亿“公募一哥”张坤今年以来第二次调研选择的仍是辅助生殖板块的ST国医。 近日,ST国医披露最新的投资者关系活动记录表显示,3 月 13日晚上20:00-21:00,易方达明星基金经理张坤参与了天风证券组织电话会议交流,参会的还有易方达基金于博、工银瑞信基金王君正、谭冬寒、丁洋,中银基金王帅、白洁,信诚基金胡喆等80多名机构投资者。 ST国医副总裁兼董事会秘书丁震、财务总监王亚星负责介绍公司经营发展的简要情况,谈及国际医学中心医院和高新医院当前运营情况时称,目前处于整改期间,行业主管部门在两家医院安排工作专班,协助指导整改工作。公司正全力督促两家医院按照卫生主管部门的指导做好在院患者、长期建档患者和急救患者的医疗服务工作,做好有关培训、学科建设以及制度梳理,进一步提升整改效果,在开诊时以最佳状态为患者提供服务。 有机构投资者问到医院停诊期间是否存在人才流失问题、医院停诊期间是否存在人才流失问题,公司称,目前医院的医疗团队稳定,没有出现离职等问题,医院停业整顿期间,照常支付员工,核心医疗团队","text":"中国基金报记者 若晖 自爆出孕妇流产事件之后股价跌超40%的ST国医再次吸引“公募一哥”张坤调研。 近日披露的投资者关系活动记录表显示,张坤参与了天风证券组织的ST国医电话会议交流,当日参加电话会议的还有工银瑞信医药基金经理谭冬寒等多位机构投资者,参会者关注的焦点在商洛医院的转让及对公司的影响、公司当前的战略规划以及对未来异地扩张的考量等问题。 事实上,张坤对辅助生殖板块关注已久,他管理的包括易方达优质企业等多只基金长期持有另一只辅助生殖概念股——锦欣生殖,此次调研ST国医也是他年内第二次调研该公司。 消息面上看,人工授精等16项辅助生殖技术将于今年3月底正式纳入北京医保,未来“公募一哥”的最新调仓换股动向值得关注。 张坤今年连续两次ST国医 80多名机构投资者参与电话会议 千亿“公募一哥”张坤今年以来第二次调研选择的仍是辅助生殖板块的ST国医。 近日,ST国医披露最新的投资者关系活动记录表显示,3 月 13日晚上20:00-21:00,易方达明星基金经理张坤参与了天风证券组织电话会议交流,参会的还有易方达基金于博、工银瑞信基金王君正、谭冬寒、丁洋,中银基金王帅、白洁,信诚基金胡喆等80多名机构投资者。 ST国医副总裁兼董事会秘书丁震、财务总监王亚星负责介绍公司经营发展的简要情况,谈及国际医学中心医院和高新医院当前运营情况时称,目前处于整改期间,行业主管部门在两家医院安排工作专班,协助指导整改工作。公司正全力督促两家医院按照卫生主管部门的指导做好在院患者、长期建档患者和急救患者的医疗服务工作,做好有关培训、学科建设以及制度梳理,进一步提升整改效果,在开诊时以最佳状态为患者提供服务。 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80多名机构投资者参与电话会议 千亿“公募一哥”张坤今年以来第二次调研选择的仍是辅助生殖板块的ST国医。 近日,ST国医披露最新的投资者关系活动记录表显示,3 月 13日晚上20:00-21:00,易方达明星基金经理张坤参与了天风证券组织电话会议交流,参会的还有易方达基金于博、工银瑞信基金王君正、谭冬寒、丁洋,中银基金王帅、白洁,信诚基金胡喆等80多名机构投资者。 ST国医副总裁兼董事会秘书丁震、财务总监王亚星负责介绍公司经营发展的简要情况,谈及国际医学中心医院和高新医院当前运营情况时称,目前处于整改期间,行业主管部门在两家医院安排工作专班,协助指导整改工作。公司正全力督促两家医院按照卫生主管部门的指导做好在院患者、长期建档患者和急救患者的医疗服务工作,做好有关培训、学科建设以及制度梳理,进一步提升整改效果,在开诊时以最佳状态为患者提供服务。 有机构投资者问到医院停诊期间是否存在人才流失问题、医院停诊期间是否存在人才流失问题,公司称,目前医院的医疗团队稳定,没有出现离职等问题,医院停业整顿期间,照常支付员工,核心医疗团队","listText":"中国基金报记者 若晖 自爆出孕妇流产事件之后股价跌超40%的ST国医再次吸引“公募一哥”张坤调研。 近日披露的投资者关系活动记录表显示,张坤参与了天风证券组织的ST国医电话会议交流,当日参加电话会议的还有工银瑞信医药基金经理谭冬寒等多位机构投资者,参会者关注的焦点在商洛医院的转让及对公司的影响、公司当前的战略规划以及对未来异地扩张的考量等问题。 事实上,张坤对辅助生殖板块关注已久,他管理的包括易方达优质企业等多只基金长期持有另一只辅助生殖概念股——锦欣生殖,此次调研ST国医也是他年内第二次调研该公司。 消息面上看,人工授精等16项辅助生殖技术将于今年3月底正式纳入北京医保,未来“公募一哥”的最新调仓换股动向值得关注。 张坤今年连续两次ST国医 80多名机构投资者参与电话会议 千亿“公募一哥”张坤今年以来第二次调研选择的仍是辅助生殖板块的ST国医。 近日,ST国医披露最新的投资者关系活动记录表显示,3 月 13日晚上20:00-21:00,易方达明星基金经理张坤参与了天风证券组织电话会议交流,参会的还有易方达基金于博、工银瑞信基金王君正、谭冬寒、丁洋,中银基金王帅、白洁,信诚基金胡喆等80多名机构投资者。 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2021年Q4,爱奇艺总订阅会员的日均人数为9700万,同比下降6%;B站日活用户7220万,同比提升34%;微博日活用户2.49亿,同比增长11%。仅看增速B站遥遥领先,但是从绝对值来看,微博是当仁不让的第一,爱奇艺因为“会员涨价”等缘故导致日活下滑也在预料之中。撇开用户质量空谈用户规模毫无意义,所以我们也找到了上述三家公司的用户画像进行对比。一般观念认为,20-40岁的消费者财务独立、更具消费潜力,2022年1月爱奇艺、B站、微博的用户中年龄在24-40岁的用户占比分别为70.17%、20.64%、63.87%。爱奇艺和微博相差不大,而B站的年龄结构与其定位的“Z世代社区”相符。这些用户有多少是真的付费用户,又有多少是“白嫖党”?易观千帆的数据显示,2022年1月,爱奇艺、B站、微博三家中等及以上消费者的占比分别为70.97%、70.58%和78.3%。但是易观并没有明确给出各阶段用户的实际付费区间定义,所以这项数据仅供大家参考,但可以看出三家中等及以上消费者的差别并不大。其实付费用户这一指","listText":"美股财报季开启,各企业成绩单纷至沓来。1-3日,爱奇艺、哔哩哔哩(以下简称“B站”)、微博三家先后发布财报。这三家,一个是“长视频第一股”,过去几年爆款剧集频出;一个是成功破圈的“后浪”,手握“Z世代”流量池;一个是刚刚经历二次上市,在英雄联盟S11、夏奥和冬奥等重大热点事件中再次奠定自己地位的“第一舆论场”。看似完全不相干的三家企业,其实有一个共同点,就是早期不被看好,中期业绩趋稳,长期值得期待。从投资者角度来看,这三家谁更具投资价值?短期来看,股票的价格受到股民情绪、各种消息的综合影响;但是长期来看还是企业内在价值决定的,对于互联网企业来说,这个核心价值体现在用户规模、盈利能力和成长潜力上。1、高增速对比高质量从最新的财报数据来看,爱奇艺、B站、微博三家日活跃用户增速都在预期内。2021年Q4,爱奇艺总订阅会员的日均人数为9700万,同比下降6%;B站日活用户7220万,同比提升34%;微博日活用户2.49亿,同比增长11%。仅看增速B站遥遥领先,但是从绝对值来看,微博是当仁不让的第一,爱奇艺因为“会员涨价”等缘故导致日活下滑也在预料之中。撇开用户质量空谈用户规模毫无意义,所以我们也找到了上述三家公司的用户画像进行对比。一般观念认为,20-40岁的消费者财务独立、更具消费潜力,2022年1月爱奇艺、B站、微博的用户中年龄在24-40岁的用户占比分别为70.17%、20.64%、63.87%。爱奇艺和微博相差不大,而B站的年龄结构与其定位的“Z世代社区”相符。这些用户有多少是真的付费用户,又有多少是“白嫖党”?易观千帆的数据显示,2022年1月,爱奇艺、B站、微博三家中等及以上消费者的占比分别为70.97%、70.58%和78.3%。但是易观并没有明确给出各阶段用户的实际付费区间定义,所以这项数据仅供大家参考,但可以看出三家中等及以上消费者的差别并不大。其实付费用户这一指","text":"美股财报季开启,各企业成绩单纷至沓来。1-3日,爱奇艺、哔哩哔哩(以下简称“B站”)、微博三家先后发布财报。这三家,一个是“长视频第一股”,过去几年爆款剧集频出;一个是成功破圈的“后浪”,手握“Z世代”流量池;一个是刚刚经历二次上市,在英雄联盟S11、夏奥和冬奥等重大热点事件中再次奠定自己地位的“第一舆论场”。看似完全不相干的三家企业,其实有一个共同点,就是早期不被看好,中期业绩趋稳,长期值得期待。从投资者角度来看,这三家谁更具投资价值?短期来看,股票的价格受到股民情绪、各种消息的综合影响;但是长期来看还是企业内在价值决定的,对于互联网企业来说,这个核心价值体现在用户规模、盈利能力和成长潜力上。1、高增速对比高质量从最新的财报数据来看,爱奇艺、B站、微博三家日活跃用户增速都在预期内。2021年Q4,爱奇艺总订阅会员的日均人数为9700万,同比下降6%;B站日活用户7220万,同比提升34%;微博日活用户2.49亿,同比增长11%。仅看增速B站遥遥领先,但是从绝对值来看,微博是当仁不让的第一,爱奇艺因为“会员涨价”等缘故导致日活下滑也在预料之中。撇开用户质量空谈用户规模毫无意义,所以我们也找到了上述三家公司的用户画像进行对比。一般观念认为,20-40岁的消费者财务独立、更具消费潜力,2022年1月爱奇艺、B站、微博的用户中年龄在24-40岁的用户占比分别为70.17%、20.64%、63.87%。爱奇艺和微博相差不大,而B站的年龄结构与其定位的“Z世代社区”相符。这些用户有多少是真的付费用户,又有多少是“白嫖党”?易观千帆的数据显示,2022年1月,爱奇艺、B站、微博三家中等及以上消费者的占比分别为70.97%、70.58%和78.3%。但是易观并没有明确给出各阶段用户的实际付费区间定义,所以这项数据仅供大家参考,但可以看出三家中等及以上消费者的差别并不大。其实付费用户这一指","images":[{"img":"https://static.tigerbbs.com/3b566d3f70c7b12b47c6a846ee7d1887","width":"1514","height":"702"},{"img":"https://static.tigerbbs.com/8d6bf587a788fcd39e4454be6e7acdf9","width":"1514","height":"702"},{"img":"https://static.tigerbbs.com/3420a0d2f6358aed1ffe1cfb4378c4b0","width":"640","height":"296"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635030123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632551246,"gmtCreate":1646624045867,"gmtModify":1646624281027,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01951\">$锦欣生殖(01951)$</a>这是个倒了八辈子血霉的股票吧","listText":"<a href=\"https://laohu8.com/S/01951\">$锦欣生殖(01951)$</a>这是个倒了八辈子血霉的股票吧","text":"$锦欣生殖(01951)$这是个倒了八辈子血霉的股票吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632551246","isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632551867,"gmtCreate":1646624022802,"gmtModify":1646624022802,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01951\">$锦欣生殖(01951)$</a>**","listText":"<a href=\"https://laohu8.com/S/01951\">$锦欣生殖(01951)$</a>**","text":"$锦欣生殖(01951)$**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632551867","isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691961653,"gmtCreate":1640127144779,"gmtModify":1640127144779,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691961653","repostId":"847641887","repostType":1,"repost":{"id":847641887,"gmtCreate":1636517418218,"gmtModify":1636517418218,"author":{"id":"3485826448607678","authorId":"3485826448607678","name":"点击我就能取名哦","avatar":"https://static.tigerbbs.com/43d5820da07400e52d46b96412233177","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>bili每年12 月到1月上涨概率大,炒作bili晚会。现在择机买入,2月初卖出。<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a>","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>bili每年12 月到1月上涨概率大,炒作bili晚会。现在择机买入,2月初卖出。<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a>","text":"$哔哩哔哩(BILI)$bili每年12 月到1月上涨概率大,炒作bili晚会。现在择机买入,2月初卖出。$哔哩哔哩-SW(09626)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847641887","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690052055,"gmtCreate":1639616095804,"gmtModify":1639616095804,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>b站最低点到了","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>b站最低点到了","text":"$哔哩哔哩(BILI)$b站最低点到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690052055","isVote":1,"tweetType":1,"viewCount":1819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100745915,"gmtCreate":1619652774537,"gmtModify":1619652774537,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100745915","repostId":"1143230689","repostType":4,"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324276350,"gmtCreate":1615999534770,"gmtModify":1703496252541,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324276350","repostId":"324298527","repostType":1,"repost":{"id":324298527,"gmtCreate":1615993015365,"gmtModify":1703496133691,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美债收益率再度跳涨!今夜鲍威尔救还是不救?","htmlText":"最近两周美股已经出现企稳的局面,最直观来看,<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 开始大回血,<a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 不断冲击新高,微观上,美债上涨的“加速度”在缓和,对美股的影响也在边际减弱。 不过对于市场来讲,预期差依然是需要担心的。 历史上,美联储这双神奇之手,可以“挽狂澜于既倒,扶大厦之将倾”,例如去年3月;也可能错判形势,在市场关键窗口时期带来阶段逆转,例如15年12月。对于这次美联储讲话,我们梳理了几个有待观察的核心问题,今天仍然看点颇多: 1.SLR(银行补充杠杆率)放松政策是否能顺利延期? SLR(Supplementary Leverage Ratio)将于3月底到期。 简单来理解,SLR是一种美联储针对商业银行的资本充足率要求的一个指标。 美联储从去年开始进行QE,其中主要的手段就是买债,这里的原理在于,美联储需要将资金存入债券卖方的银行账户,这个钱就变成了银行的准备金。过去一年,美联储为了提高大家的放贷意愿,特赦SLR的考核可以先不把准备金和美债纳入考察范围。 j简单来说,如果这次没有延期,SLR的考核就要纳入美债,而银行为了满足SLR考核要求,就需要开始抛售国债,从而给美债收益率带来上行压力,进而传导到科技股的估值上。 如果延期的话,银行资本充裕率持续宽松,意味着银行<a target=\"_blank\" href=\"https://laohu8.com/S/XLF\">$金融ETF(XLF)$</a>","listText":"最近两周美股已经出现企稳的局面,最直观来看,<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 开始大回血,<a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 不断冲击新高,微观上,美债上涨的“加速度”在缓和,对美股的影响也在边际减弱。 不过对于市场来讲,预期差依然是需要担心的。 历史上,美联储这双神奇之手,可以“挽狂澜于既倒,扶大厦之将倾”,例如去年3月;也可能错判形势,在市场关键窗口时期带来阶段逆转,例如15年12月。对于这次美联储讲话,我们梳理了几个有待观察的核心问题,今天仍然看点颇多: 1.SLR(银行补充杠杆率)放松政策是否能顺利延期? SLR(Supplementary Leverage Ratio)将于3月底到期。 简单来理解,SLR是一种美联储针对商业银行的资本充足率要求的一个指标。 美联储从去年开始进行QE,其中主要的手段就是买债,这里的原理在于,美联储需要将资金存入债券卖方的银行账户,这个钱就变成了银行的准备金。过去一年,美联储为了提高大家的放贷意愿,特赦SLR的考核可以先不把准备金和美债纳入考察范围。 j简单来说,如果这次没有延期,SLR的考核就要纳入美债,而银行为了满足SLR考核要求,就需要开始抛售国债,从而给美债收益率带来上行压力,进而传导到科技股的估值上。 如果延期的话,银行资本充裕率持续宽松,意味着银行<a target=\"_blank\" href=\"https://laohu8.com/S/XLF\">$金融ETF(XLF)$</a>","text":"最近两周美股已经出现企稳的局面,最直观来看,$纳斯达克(.IXIC)$ 开始大回血,$道琼斯(.DJI)$ 、$标普500(.SPX)$ 不断冲击新高,微观上,美债上涨的“加速度”在缓和,对美股的影响也在边际减弱。 不过对于市场来讲,预期差依然是需要担心的。 历史上,美联储这双神奇之手,可以“挽狂澜于既倒,扶大厦之将倾”,例如去年3月;也可能错判形势,在市场关键窗口时期带来阶段逆转,例如15年12月。对于这次美联储讲话,我们梳理了几个有待观察的核心问题,今天仍然看点颇多: 1.SLR(银行补充杠杆率)放松政策是否能顺利延期? SLR(Supplementary Leverage Ratio)将于3月底到期。 简单来理解,SLR是一种美联储针对商业银行的资本充足率要求的一个指标。 美联储从去年开始进行QE,其中主要的手段就是买债,这里的原理在于,美联储需要将资金存入债券卖方的银行账户,这个钱就变成了银行的准备金。过去一年,美联储为了提高大家的放贷意愿,特赦SLR的考核可以先不把准备金和美债纳入考察范围。 j简单来说,如果这次没有延期,SLR的考核就要纳入美债,而银行为了满足SLR考核要求,就需要开始抛售国债,从而给美债收益率带来上行压力,进而传导到科技股的估值上。 如果延期的话,银行资本充裕率持续宽松,意味着银行$金融ETF(XLF)$","images":[{"img":"https://static.tigerbbs.com/4f6e54023e9125cf0f26d96bcb880c83","width":"1190","height":"725"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324298527","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328338592,"gmtCreate":1615488445816,"gmtModify":1703489907723,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>割了就zhang[白眼] ","listText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>割了就zhang[白眼] ","text":"$Yalla Group(YALA)$割了就zhang[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328338592","isVote":1,"tweetType":1,"viewCount":1470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364037367,"gmtCreate":1614784491959,"gmtModify":1703481143187,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>你是要死了吗?[喷血] [喷血] [喷血] ","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>你是要死了吗?[喷血] [喷血] [喷血] ","text":"$Palantir Technologies Inc.(PLTR)$你是要死了吗?[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/364037367","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387113499,"gmtCreate":1613727010511,"gmtModify":1613727990884,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我擦","listText":"我擦","text":"我擦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387113499","repostId":"1164451759","repostType":4,"repost":{"id":"1164451759","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":1613726430,"share":"https://www.laohu8.com/m/news/1164451759?lang=&edition=full","pubTime":"2021-02-19 17:20","market":"us","language":"zh","title":"盘前异动:“女股神”逢低加仓!Palantir飙涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1164451759","media":"老虎资讯综合","summary":"2月19日,美国三大股指期货短线转涨,截至发稿,道指期货涨0.01%;标普500指数期货涨0.08%;纳斯达克100指数期货涨0.13%。美股区块链板块盘前普涨Palantir盘前涨超9%,昨日获AR","content":"<p>2月19日,美国三大股指期货短线转涨,截至发稿,道指期货涨0.01%;标普500指数期货涨0.08%;纳斯达克100指数期货涨0.13%。</p><p><img src=\"https://static.tigerbbs.com/740a7c10b34b6eb060c3efdd0e6f6aa0\" tg-width=\"478\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p><p>美股区块链板块盘前普涨</p><p><img src=\"https://static.tigerbbs.com/615f928c22b9dd391936ad53ba94e2d8\" tg-width=\"478\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p>Palantir盘前涨超9%,昨日获ARKK基金增持527万股。</p><p><img src=\"https://static.tigerbbs.com/994204b4196e38057ee50c4d8a197fe6\" tg-width=\"1302\" tg-height=\"653\"></p><p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超4%,据悉<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>可能收购该公司。</p><p><img src=\"https://static.tigerbbs.com/34b367d12c7cdc179b03cc8dc7cae8c1\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>盘前涨近3%,近日公司与印度最大的两家EPC公司签订了Tiger Pro系列高效组件在印度的大项目订单。</p><p><img src=\"https://static.tigerbbs.com/a96bcb58b10bf17b8c762f6385f16430\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/VIOT\">云米科技</a>盘前涨超9%,近日,卢伟冰微博上透露,今年将重点发力全屋<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>领域,未来消费者可在小米之家体验相关产品,又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业,云米科技获益颇多。</p><p><img src=\"https://static.tigerbbs.com/2c9bb64c06293daa38b9b27b53dcf12f\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>","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>盘前异动:“女股神”逢低加仓!Palantir飙涨超9%</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; 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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\">2021-02-19 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月19日,美国三大股指期货短线转涨,截至发稿,道指期货涨0.01%;标普500指数期货涨0.08%;纳斯达克100指数期货涨0.13%。</p><p><img src=\"https://static.tigerbbs.com/740a7c10b34b6eb060c3efdd0e6f6aa0\" tg-width=\"478\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p><p>美股区块链板块盘前普涨</p><p><img src=\"https://static.tigerbbs.com/615f928c22b9dd391936ad53ba94e2d8\" tg-width=\"478\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p>Palantir盘前涨超9%,昨日获ARKK基金增持527万股。</p><p><img src=\"https://static.tigerbbs.com/994204b4196e38057ee50c4d8a197fe6\" tg-width=\"1302\" tg-height=\"653\"></p><p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超4%,据悉<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>可能收购该公司。</p><p><img src=\"https://static.tigerbbs.com/34b367d12c7cdc179b03cc8dc7cae8c1\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>盘前涨近3%,近日公司与印度最大的两家EPC公司签订了Tiger Pro系列高效组件在印度的大项目订单。</p><p><img src=\"https://static.tigerbbs.com/a96bcb58b10bf17b8c762f6385f16430\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/VIOT\">云米科技</a>盘前涨超9%,近日,卢伟冰微博上透露,今年将重点发力全屋<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>领域,未来消费者可在小米之家体验相关产品,又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业,云米科技获益颇多。</p><p><img src=\"https://static.tigerbbs.com/2c9bb64c06293daa38b9b27b53dcf12f\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".DJI":"道琼斯","PLTR":"Palantir Technologies Inc.",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164451759","content_text":"2月19日,美国三大股指期货短线转涨,截至发稿,道指期货涨0.01%;标普500指数期货涨0.08%;纳斯达克100指数期货涨0.13%。美股区块链板块盘前普涨Palantir盘前涨超9%,昨日获ARKK基金增持527万股。AMC院线盘前涨超4%,据悉亚马逊可能收购该公司。晶科能源盘前涨近3%,近日公司与印度最大的两家EPC公司签订了Tiger Pro系列高效组件在印度的大项目订单。云米科技盘前涨超9%,近日,卢伟冰微博上透露,今年将重点发力全屋智能领域,未来消费者可在小米之家体验相关产品,又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业,云米科技获益颇多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384686935,"gmtCreate":1613647712127,"gmtModify":1613647712127,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>跌起来无下限了??","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>跌起来无下限了??","text":"$Palantir Technologies Inc.(PLTR)$跌起来无下限了??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384686935","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385281632,"gmtCreate":1613554709526,"gmtModify":1613554709526,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385281632","repostId":"385366448","repostType":1,"repost":{"id":385366448,"gmtCreate":1613513034780,"gmtModify":1613554682591,"author":{"id":"3568528271227724","authorId":"3568528271227724","name":"三藏的财富频道","avatar":"https://static.tigerbbs.com/e56a036257cba67506166ea587b3fbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"\n \n \n 必看!硬核Pltr财报分析!是时候抄底吗?Palantir高回报?PLTR 10K解读\n \n","listText":"必看!硬核Pltr财报分析!是时候抄底吗?Palantir高回报?PLTR 10K解读","text":"必看!硬核Pltr财报分析!是时候抄底吗?Palantir高回报?PLTR 10K解读","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385366448","isVote":1,"tweetType":2,"object":{"id":"47ad56513d4b4112a7c9fcf96b8fa8bb","tweetId":"385366448","title":"必看!硬核Pltr财报分析!是时候抄底吗?Palantir高回报?PLTR 10K解读","videoUrl":"http://v.tigerbbs.com/1613513029442688b7d01a7e3090e6a941357d5d0a585.mp4","poster":"https://static.tigerbbs.com/6940a650095c27489e10ba437ff7b69c","shareLink":"http://v.tigerbbs.com/1613513029442688b7d01a7e3090e6a941357d5d0a585.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382790553,"gmtCreate":1613481409972,"gmtModify":1613481409972,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382790553","repostId":"382509454","repostType":1,"repost":{"id":382509454,"gmtCreate":1613461068174,"gmtModify":1613713102654,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美港股策略:QE火力全开,带给上半年哪些投资机会?","htmlText":"核心观点 全球央行火力全开,海外市场高歌猛进 农历春节期间,海外市场延续着高歌猛进的表现,除了美联储货币、财政带来的双宽松,欧日央行也在延续QE,因此出现指数级表现不足为奇。一如年初时展望,我们仍然看好Q1美股表现,对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面,一季度财政纾困资金可能外溢到权益市场,加上风险偏好以及温和波动的美债利率,可能加速推动海外成长股配置, 1)基于人民币升值和企业增长的长期主线:我们认为未来1-2年中概股仍将跑赢主流权益资产;<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现,大概率会令内生能力更强的成长股迎来配置潮,我们重点看好具备国际化业务和能力的海外科技。(图4) 2)预计4月份疫苗全面接种,相应的美国通胀进入预警阶段,经济上行带动价值和周期前景提升:比如业绩对通胀比较敏感的银行股(尤其是消费类银行),重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ,<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ,<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ; 还有具备抗通胀属性的比特币概念股,重点看好海外支付龙头","listText":"核心观点 全球央行火力全开,海外市场高歌猛进 农历春节期间,海外市场延续着高歌猛进的表现,除了美联储货币、财政带来的双宽松,欧日央行也在延续QE,因此出现指数级表现不足为奇。一如年初时展望,我们仍然看好Q1美股表现,对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面,一季度财政纾困资金可能外溢到权益市场,加上风险偏好以及温和波动的美债利率,可能加速推动海外成长股配置, 1)基于人民币升值和企业增长的长期主线:我们认为未来1-2年中概股仍将跑赢主流权益资产;<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现,大概率会令内生能力更强的成长股迎来配置潮,我们重点看好具备国际化业务和能力的海外科技。(图4) 2)预计4月份疫苗全面接种,相应的美国通胀进入预警阶段,经济上行带动价值和周期前景提升:比如业绩对通胀比较敏感的银行股(尤其是消费类银行),重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ,<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ,<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ; 还有具备抗通胀属性的比特币概念股,重点看好海外支付龙头","text":"核心观点 全球央行火力全开,海外市场高歌猛进 农历春节期间,海外市场延续着高歌猛进的表现,除了美联储货币、财政带来的双宽松,欧日央行也在延续QE,因此出现指数级表现不足为奇。一如年初时展望,我们仍然看好Q1美股表现,对应4000点的位置。$标普500(.SPX)$ 上半年美股有哪些投资主线? 风格方面,一季度财政纾困资金可能外溢到权益市场,加上风险偏好以及温和波动的美债利率,可能加速推动海外成长股配置, 1)基于人民币升值和企业增长的长期主线:我们认为未来1-2年中概股仍将跑赢主流权益资产;$KraneShares CSI China Internet ETF(KWEB)$ 其次未来宽松边际拐点的必然出现,大概率会令内生能力更强的成长股迎来配置潮,我们重点看好具备国际化业务和能力的海外科技。(图4) 2)预计4月份疫苗全面接种,相应的美国通胀进入预警阶段,经济上行带动价值和周期前景提升:比如业绩对通胀比较敏感的银行股(尤其是消费类银行),重点看好$美国银行(BAC)$ ,$花旗(C)$ ,$摩根士丹利(MS)$ ; 还有具备抗通胀属性的比特币概念股,重点看好海外支付龙头","images":[{"img":"https://static.tigerbbs.com/51ce5c5fca651815c54bb9d12a0ed62b","width":"834","height":"430"},{"img":"https://static.tigerbbs.com/e1765144acda0365573baccb9a520dd6","width":"667","height":"854"},{"img":"https://static.tigerbbs.com/97caf096ca1a323e05a06e77d3cbc0e8","width":"644","height":"849"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382509454","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382006798,"gmtCreate":1613290776514,"gmtModify":1613290776514,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[思考] ","listText":"[思考] ","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382006798","repostId":"381616659","repostType":1,"repost":{"id":381616659,"gmtCreate":1612961540771,"gmtModify":1703767507101,"author":{"id":"3539164066154947","authorId":"3539164066154947","name":"Raytroninvs","avatar":"https://static.tigerbbs.com/c9ea6a08d0b146942ea8bfde8d243755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"我本金只有3500,我不好赌但也不想赔钱","htmlText":" 写在开头,想以小博大,怀着海盗信仰的投资者们可以不用往下看了 加入美股大军的身边朋友越来越多了,但部分朋友用于投资的资金预期并不多,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>的wheel可能做不起来,今天换一个标的,做<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>的wheel strategywheel strategy又叫车轮循环策略也叫小本生意策略[捂脸] 小本生意无非2点,进货,卖货首先存入账户3500美金现在pltr的价格是38.54wheel一般选月度期权,正好2月份的只有9天了,我们卖出2月19号行权价为35的put option,可以获得2.3*100=230美金的权利金,这时候我们账户持仓为3500+230=3730美金+(-1)pltr Feb19 35 put然后就是等待,等到期,到期后有2种结果1.股价低于35,被行权,这时候账户持仓为100股pltr+230美金2.股价高于35,期权作废,这时候持仓为3730美金先说2,当出现第二种情况时重复前面步骤当出现第一种情况时,打开期权链由于我们手里有100股pltr,我们卖出3月到期43的call,获得455权利金,这时候我们账户为230+455=685美金+100股pltr+(-1)pltr Mar19 43 call 然后继续等待,等到期后又有2种情况1.股价高于43,被行权,账户持仓为685+4300=4985美金,然后重复文章开头步骤2.股价低于43美金,期权作废,账户持仓为685美金+100股pltr,然后重复着个步骤的前一个步骤最糟糕情况为股价大幅下跌,所以选择wheel的","listText":" 写在开头,想以小博大,怀着海盗信仰的投资者们可以不用往下看了 加入美股大军的身边朋友越来越多了,但部分朋友用于投资的资金预期并不多,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>的wheel可能做不起来,今天换一个标的,做<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>的wheel strategywheel strategy又叫车轮循环策略也叫小本生意策略[捂脸] 小本生意无非2点,进货,卖货首先存入账户3500美金现在pltr的价格是38.54wheel一般选月度期权,正好2月份的只有9天了,我们卖出2月19号行权价为35的put option,可以获得2.3*100=230美金的权利金,这时候我们账户持仓为3500+230=3730美金+(-1)pltr Feb19 35 put然后就是等待,等到期,到期后有2种结果1.股价低于35,被行权,这时候账户持仓为100股pltr+230美金2.股价高于35,期权作废,这时候持仓为3730美金先说2,当出现第二种情况时重复前面步骤当出现第一种情况时,打开期权链由于我们手里有100股pltr,我们卖出3月到期43的call,获得455权利金,这时候我们账户为230+455=685美金+100股pltr+(-1)pltr Mar19 43 call 然后继续等待,等到期后又有2种情况1.股价高于43,被行权,账户持仓为685+4300=4985美金,然后重复文章开头步骤2.股价低于43美金,期权作废,账户持仓为685美金+100股pltr,然后重复着个步骤的前一个步骤最糟糕情况为股价大幅下跌,所以选择wheel的","text":"写在开头,想以小博大,怀着海盗信仰的投资者们可以不用往下看了 加入美股大军的身边朋友越来越多了,但部分朋友用于投资的资金预期并不多,$苹果(AAPL)$的wheel可能做不起来,今天换一个标的,做$Palantir Technologies Inc.(PLTR)$的wheel strategywheel strategy又叫车轮循环策略也叫小本生意策略[捂脸] 小本生意无非2点,进货,卖货首先存入账户3500美金现在pltr的价格是38.54wheel一般选月度期权,正好2月份的只有9天了,我们卖出2月19号行权价为35的put option,可以获得2.3*100=230美金的权利金,这时候我们账户持仓为3500+230=3730美金+(-1)pltr Feb19 35 put然后就是等待,等到期,到期后有2种结果1.股价低于35,被行权,这时候账户持仓为100股pltr+230美金2.股价高于35,期权作废,这时候持仓为3730美金先说2,当出现第二种情况时重复前面步骤当出现第一种情况时,打开期权链由于我们手里有100股pltr,我们卖出3月到期43的call,获得455权利金,这时候我们账户为230+455=685美金+100股pltr+(-1)pltr Mar19 43 call 然后继续等待,等到期后又有2种情况1.股价高于43,被行权,账户持仓为685+4300=4985美金,然后重复文章开头步骤2.股价低于43美金,期权作废,账户持仓为685美金+100股pltr,然后重复着个步骤的前一个步骤最糟糕情况为股价大幅下跌,所以选择wheel的","images":[{"img":"https://static.tigerbbs.com/f395091e05a674bbe1d9e7b56d594a96","width":"1003","height":"680"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381616659","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386678593,"gmtCreate":1613178872412,"gmtModify":1613178872412,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"预计财报大涨[开心] ","listText":"预计财报大涨[开心] ","text":"预计财报大涨[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386678593","repostId":"2110922075","repostType":2,"repost":{"id":"2110922075","pubTimestamp":1613136061,"share":"https://www.laohu8.com/m/news/2110922075?lang=&edition=full","pubTime":"2021-02-12 21:21","market":"us","language":"en","title":"How Will Palantir's (PLTR) Top Line Shape Up in Q4 Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2110922075","media":"Zacks","summary":"Palantir Technologies Inc. PLTR will report fourth-quarter 2020 results on Feb 16.\nThe company’s top","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> </strong>PLTR will report fourth-quarter 2020 results on Feb 16.</p>\n<p>The company’s top line is expected to have performed well in the quarter, driven by increased scale and efficiency of its three-phase business model that engages acquire phase, expand phase and scale phase customers. Both government and commercial segments are anticipated to do well, driven by these strengths.</p>\n<p>Palantir’s acquire phase customers generate less than $100,000 a year. Expand phase customers generate greater than $100,000 a year with negative contribution margins and require significant investments from the company for scaling themselves up and growing revenues. Customers in scale phase generate greater than $100,000 a year as well as positive contribution margins.</p>\n<p>In the to-be-reported quarter, we expect Palantir to have seen revenue growth through the addition of new acquire phase customers. Expand phase revenues are expected to have benefited from increased adoption of software, while increased contributions from existing customers are likely to have helped the scale phase.</p>\n<h3>Palantir Technologies Inc. Price and EPS Surprise</h3>\n<div>\n<p> <img height=\"262\" src=\"https://s1.yimg.com/uu/api/res/1.2/9HYSbzztdtmmejHh5CFFUQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/ec1da7e45c2dcc77064aa8ee90208f2f\" title=\"\" width=\"534\"/> </p>\n<p>Palantir Technologies Inc. price-eps-surprise | Palantir Technologies Inc. Quote</p>\n</div>\n<p>Notably, the Zacks Consensus Estimate for revenues in the to-be-reported quarter is pegged at $300.4 million, indicating sequential growth of 3.8%.</p>\n<p>Palantir currently carries a Zacks Rank 3 (Hold).</p>\n<p>You can see <strong>the complete list of today’s Zacks #1 Rank stocks here</strong><strong>.</strong></p>\n<h3>Recent Performance of Some Business Services Companies</h3>\n<p><strong>Rollins’ </strong>ROL fourth-quarter 2020 adjusted earnings of 13 cents per share came ahead of the consensus estimate as well as the year-ago figure by 18.2%. Revenues of $536.3 million beat the consensus mark by 1.7% and improved 6% year-over-year.</p>\n<p><strong>IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a>’s </strong>INFO fourth-quarter fiscal 2020 adjusted earnings per share of 72 cents beat the Zacks Consensus Estimate by 7.5% and increased 11% on a year-over-year basis. Total revenues came in at $1.11 billion, marginally missing the consensus mark and declining 1% from the year-ago quarter on a reported basis.</p>\n<p><strong>Automatic Data Processing’s </strong>ADP second-quarter fiscal 2021 adjusted earnings per share of $1.52 beat the consensus mark by 17.8% and were flat year over year. Total revenues of $3.69 billion beat the consensus mark by 3.2% and improved 0.7% year over year.</p>\n<h3><em>Zacks Top 10 Stocks for 2021 </em></h3>\n<p>In addition to the stocks discussed above, would you like to know about our 10 best buy-and-hold tickers for the entirety of 2021?</p>\n<p>Last year's 2020<em>Zacks Top 10 Stocks </em>portfolio returned gains as high as +386.8%. Now a brand-new portfolio has been handpicked from over 4,000 companies covered by the Zacks Rank. Don’t miss your chance to get in on these long-term buys.</p>\n<p><strong>Access<em>Zacks Top 10 Stocks</em> for 2021 today >></strong></p>\n<br/>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. \nClick to get this free report\n<br/> \n<br/>\n<a href=\"https://laohu8.com/S/ADP\">Automatic Data Processing, Inc.</a> (ADP) : Free Stock Analysis Report\n<br/> \n<br/>\nRollins, Inc. (ROL) : Free Stock Analysis Report\n<br/> \n<br/>\n<a href=\"https://laohu8.com/S/INFO\">IHS Markit Ltd.</a> (INFO) : Free Stock Analysis Report\n<br/> \n<br/>\nPalantir Technologies Inc. (PLTR) : Free Stock Analysis Report\n<br/> \n<br/>\nTo read this article on Zacks.com click here.</body></html>","source":"yahoofinance","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>How Will Palantir's (PLTR) Top Line Shape Up in Q4 Earnings?</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\">\nHow Will Palantir's (PLTR) Top Line Shape Up in Q4 Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-12 21:21 GMT+8 <a href=https://finance.yahoo.com/news/palantirs-pltr-top-line-shape-132101801.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies Inc. PLTR will report fourth-quarter 2020 results on Feb 16.\nThe company’s top line is expected to have performed well in the quarter, driven by increased scale and efficiency of...</p>\n\n<a href=\"https://finance.yahoo.com/news/palantirs-pltr-top-line-shape-132101801.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/4SdZokudQLrfx2Vyo6KT4Q--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/ShfhwtDyA2WzDBKdAL7M8Q--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/6f2cab89bf2cbad1966358e04258e202","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://finance.yahoo.com/news/palantirs-pltr-top-line-shape-132101801.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2110922075","content_text":"Palantir Technologies Inc. PLTR will report fourth-quarter 2020 results on Feb 16.\nThe company’s top line is expected to have performed well in the quarter, driven by increased scale and efficiency of its three-phase business model that engages acquire phase, expand phase and scale phase customers. Both government and commercial segments are anticipated to do well, driven by these strengths.\nPalantir’s acquire phase customers generate less than $100,000 a year. Expand phase customers generate greater than $100,000 a year with negative contribution margins and require significant investments from the company for scaling themselves up and growing revenues. Customers in scale phase generate greater than $100,000 a year as well as positive contribution margins.\nIn the to-be-reported quarter, we expect Palantir to have seen revenue growth through the addition of new acquire phase customers. Expand phase revenues are expected to have benefited from increased adoption of software, while increased contributions from existing customers are likely to have helped the scale phase.\nPalantir Technologies Inc. Price and EPS Surprise\n\n \nPalantir Technologies Inc. price-eps-surprise | Palantir Technologies Inc. Quote\n\nNotably, the Zacks Consensus Estimate for revenues in the to-be-reported quarter is pegged at $300.4 million, indicating sequential growth of 3.8%.\nPalantir currently carries a Zacks Rank 3 (Hold).\nYou can see the complete list of today’s Zacks #1 Rank stocks here.\nRecent Performance of Some Business Services Companies\nRollins’ ROL fourth-quarter 2020 adjusted earnings of 13 cents per share came ahead of the consensus estimate as well as the year-ago figure by 18.2%. Revenues of $536.3 million beat the consensus mark by 1.7% and improved 6% year-over-year.\nIHS Markit’s INFO fourth-quarter fiscal 2020 adjusted earnings per share of 72 cents beat the Zacks Consensus Estimate by 7.5% and increased 11% on a year-over-year basis. Total revenues came in at $1.11 billion, marginally missing the consensus mark and declining 1% from the year-ago quarter on a reported basis.\nAutomatic Data Processing’s ADP second-quarter fiscal 2021 adjusted earnings per share of $1.52 beat the consensus mark by 17.8% and were flat year over year. Total revenues of $3.69 billion beat the consensus mark by 3.2% and improved 0.7% year over year.\nZacks Top 10 Stocks for 2021 \nIn addition to the stocks discussed above, would you like to know about our 10 best buy-and-hold tickers for the entirety of 2021?\nLast year's 2020Zacks Top 10 Stocks portfolio returned gains as high as +386.8%. Now a brand-new portfolio has been handpicked from over 4,000 companies covered by the Zacks Rank. Don’t miss your chance to get in on these long-term buys.\nAccessZacks Top 10 Stocks for 2021 today >>\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. \nClick to get this free report\n \n\nAutomatic Data Processing, Inc. (ADP) : Free Stock Analysis Report\n \n\nRollins, Inc. (ROL) : Free Stock Analysis Report\n \n\nIHS Markit Ltd. (INFO) : Free Stock Analysis Report\n \n\nPalantir Technologies Inc. (PLTR) : Free Stock Analysis Report\n \n\nTo read this article on Zacks.com click here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":318328029,"gmtCreate":1611844754861,"gmtModify":1703754855339,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>兄弟们,什么时候跑?","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>兄弟们,什么时候跑?","text":"$Sundial Growers 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limit!祝大家发财!WSB上面SNDL热度在升高,不过还未获得足够的关注。国外散户对这个股票情绪一直都很高,投资的原因我之前的文章说了太多太多。这两天更是被散户大战华尔街的事迹点燃,如果SNDL真的被选为下一个炒作对象,那么股价起飞指日可待。[梭哈] 我焦虑的很!","images":[{"img":"https://static.tigerbbs.com/e500a0414aab7f0c5103a9667a49160d","width":"898","height":"606"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311778624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328338592,"gmtCreate":1615488445816,"gmtModify":1703489907723,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>割了就zhang[白眼] ","listText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>割了就zhang[白眼] ","text":"$Yalla Group(YALA)$割了就zhang[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328338592","isVote":1,"tweetType":1,"viewCount":1470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381928574,"gmtCreate":1612923070298,"gmtModify":1703766977318,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"非常好的一篇文章[比心] [比心] [比心] ","listText":"非常好的一篇文章[比心] [比心] [比心] ","text":"非常好的一篇文章[比心] [比心] [比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/381928574","repostId":"380829192","repostType":1,"repost":{"id":380829192,"gmtCreate":1612533940716,"gmtModify":1710139456661,"author":{"id":"3507927418932492","authorId":"3507927418932492","name":"扯个犊子","avatar":"https://static.tigerbbs.com/be1a05065b5e524f452b72c601018fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"全网最长(qiang)- Palantir产品硬核解析","htmlText":"扯个犊子 018写完标题我自己都笑了,实在不好意思写“全网最强”,所以就姑且“全网最长”吧,这篇文章5000多字,完整看下来需要15-20分钟,能理解需要更多时间,如果你对这家公司没兴趣的话就不建议往下看啦!在上周的文章<a href=\"https://laohu8.com/m/TW/319483990?invite=72GMM\" target=\"_blank\">数据炼金师 - Palantir Technologies</a>中,我概述了<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 的公司背景,产品技术以及发展前景,如果你还没有看过的话,我强烈建议先看完那篇文章再来看这篇,效果更佳。这篇扯犊子将分为三个部分:1.我对Demo Day的印象;2.结合Demo Day,详细解读Palantir三款产品的运作原理及功能;3.竞品分析。Demo 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近日,ST国医披露最新的投资者关系活动记录表显示,3 月 13日晚上20:00-21:00,易方达明星基金经理张坤参与了天风证券组织电话会议交流,参会的还有易方达基金于博、工银瑞信基金王君正、谭冬寒、丁洋,中银基金王帅、白洁,信诚基金胡喆等80多名机构投资者。 ST国医副总裁兼董事会秘书丁震、财务总监王亚星负责介绍公司经营发展的简要情况,谈及国际医学中心医院和高新医院当前运营情况时称,目前处于整改期间,行业主管部门在两家医院安排工作专班,协助指导整改工作。公司正全力督促两家医院按照卫生主管部门的指导做好在院患者、长期建档患者和急救患者的医疗服务工作,做好有关培训、学科建设以及制度梳理,进一步提升整改效果,在开诊时以最佳状态为患者提供服务。 有机构投资者问到医院停诊期间是否存在人才流失问题、医院停诊期间是否存在人才流失问题,公司称,目前医院的医疗团队稳定,没有出现离职等问题,医院停业整顿期间,照常支付员工,核心医疗团队","listText":"中国基金报记者 若晖 自爆出孕妇流产事件之后股价跌超40%的ST国医再次吸引“公募一哥”张坤调研。 近日披露的投资者关系活动记录表显示,张坤参与了天风证券组织的ST国医电话会议交流,当日参加电话会议的还有工银瑞信医药基金经理谭冬寒等多位机构投资者,参会者关注的焦点在商洛医院的转让及对公司的影响、公司当前的战略规划以及对未来异地扩张的考量等问题。 事实上,张坤对辅助生殖板块关注已久,他管理的包括易方达优质企业等多只基金长期持有另一只辅助生殖概念股——锦欣生殖,此次调研ST国医也是他年内第二次调研该公司。 消息面上看,人工授精等16项辅助生殖技术将于今年3月底正式纳入北京医保,未来“公募一哥”的最新调仓换股动向值得关注。 张坤今年连续两次ST国医 80多名机构投资者参与电话会议 千亿“公募一哥”张坤今年以来第二次调研选择的仍是辅助生殖板块的ST国医。 近日,ST国医披露最新的投资者关系活动记录表显示,3 月 13日晚上20:00-21:00,易方达明星基金经理张坤参与了天风证券组织电话会议交流,参会的还有易方达基金于博、工银瑞信基金王君正、谭冬寒、丁洋,中银基金王帅、白洁,信诚基金胡喆等80多名机构投资者。 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80多名机构投资者参与电话会议 千亿“公募一哥”张坤今年以来第二次调研选择的仍是辅助生殖板块的ST国医。 近日,ST国医披露最新的投资者关系活动记录表显示,3 月 13日晚上20:00-21:00,易方达明星基金经理张坤参与了天风证券组织电话会议交流,参会的还有易方达基金于博、工银瑞信基金王君正、谭冬寒、丁洋,中银基金王帅、白洁,信诚基金胡喆等80多名机构投资者。 ST国医副总裁兼董事会秘书丁震、财务总监王亚星负责介绍公司经营发展的简要情况,谈及国际医学中心医院和高新医院当前运营情况时称,目前处于整改期间,行业主管部门在两家医院安排工作专班,协助指导整改工作。公司正全力督促两家医院按照卫生主管部门的指导做好在院患者、长期建档患者和急救患者的医疗服务工作,做好有关培训、学科建设以及制度梳理,进一步提升整改效果,在开诊时以最佳状态为患者提供服务。 有机构投资者问到医院停诊期间是否存在人才流失问题、医院停诊期间是否存在人才流失问题,公司称,目前医院的医疗团队稳定,没有出现离职等问题,医院停业整顿期间,照常支付员工,核心医疗团队","listText":"中国基金报记者 若晖 自爆出孕妇流产事件之后股价跌超40%的ST国医再次吸引“公募一哥”张坤调研。 近日披露的投资者关系活动记录表显示,张坤参与了天风证券组织的ST国医电话会议交流,当日参加电话会议的还有工银瑞信医药基金经理谭冬寒等多位机构投资者,参会者关注的焦点在商洛医院的转让及对公司的影响、公司当前的战略规划以及对未来异地扩张的考量等问题。 事实上,张坤对辅助生殖板块关注已久,他管理的包括易方达优质企业等多只基金长期持有另一只辅助生殖概念股——锦欣生殖,此次调研ST国医也是他年内第二次调研该公司。 消息面上看,人工授精等16项辅助生殖技术将于今年3月底正式纳入北京医保,未来“公募一哥”的最新调仓换股动向值得关注。 张坤今年连续两次ST国医 80多名机构投资者参与电话会议 千亿“公募一哥”张坤今年以来第二次调研选择的仍是辅助生殖板块的ST国医。 近日,ST国医披露最新的投资者关系活动记录表显示,3 月 13日晚上20:00-21:00,易方达明星基金经理张坤参与了天风证券组织电话会议交流,参会的还有易方达基金于博、工银瑞信基金王君正、谭冬寒、丁洋,中银基金王帅、白洁,信诚基金胡喆等80多名机构投资者。 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2021年Q4,爱奇艺总订阅会员的日均人数为9700万,同比下降6%;B站日活用户7220万,同比提升34%;微博日活用户2.49亿,同比增长11%。仅看增速B站遥遥领先,但是从绝对值来看,微博是当仁不让的第一,爱奇艺因为“会员涨价”等缘故导致日活下滑也在预料之中。撇开用户质量空谈用户规模毫无意义,所以我们也找到了上述三家公司的用户画像进行对比。一般观念认为,20-40岁的消费者财务独立、更具消费潜力,2022年1月爱奇艺、B站、微博的用户中年龄在24-40岁的用户占比分别为70.17%、20.64%、63.87%。爱奇艺和微博相差不大,而B站的年龄结构与其定位的“Z世代社区”相符。这些用户有多少是真的付费用户,又有多少是“白嫖党”?易观千帆的数据显示,2022年1月,爱奇艺、B站、微博三家中等及以上消费者的占比分别为70.97%、70.58%和78.3%。但是易观并没有明确给出各阶段用户的实际付费区间定义,所以这项数据仅供大家参考,但可以看出三家中等及以上消费者的差别并不大。其实付费用户这一指","listText":"美股财报季开启,各企业成绩单纷至沓来。1-3日,爱奇艺、哔哩哔哩(以下简称“B站”)、微博三家先后发布财报。这三家,一个是“长视频第一股”,过去几年爆款剧集频出;一个是成功破圈的“后浪”,手握“Z世代”流量池;一个是刚刚经历二次上市,在英雄联盟S11、夏奥和冬奥等重大热点事件中再次奠定自己地位的“第一舆论场”。看似完全不相干的三家企业,其实有一个共同点,就是早期不被看好,中期业绩趋稳,长期值得期待。从投资者角度来看,这三家谁更具投资价值?短期来看,股票的价格受到股民情绪、各种消息的综合影响;但是长期来看还是企业内在价值决定的,对于互联网企业来说,这个核心价值体现在用户规模、盈利能力和成长潜力上。1、高增速对比高质量从最新的财报数据来看,爱奇艺、B站、微博三家日活跃用户增速都在预期内。2021年Q4,爱奇艺总订阅会员的日均人数为9700万,同比下降6%;B站日活用户7220万,同比提升34%;微博日活用户2.49亿,同比增长11%。仅看增速B站遥遥领先,但是从绝对值来看,微博是当仁不让的第一,爱奇艺因为“会员涨价”等缘故导致日活下滑也在预料之中。撇开用户质量空谈用户规模毫无意义,所以我们也找到了上述三家公司的用户画像进行对比。一般观念认为,20-40岁的消费者财务独立、更具消费潜力,2022年1月爱奇艺、B站、微博的用户中年龄在24-40岁的用户占比分别为70.17%、20.64%、63.87%。爱奇艺和微博相差不大,而B站的年龄结构与其定位的“Z世代社区”相符。这些用户有多少是真的付费用户,又有多少是“白嫖党”?易观千帆的数据显示,2022年1月,爱奇艺、B站、微博三家中等及以上消费者的占比分别为70.97%、70.58%和78.3%。但是易观并没有明确给出各阶段用户的实际付费区间定义,所以这项数据仅供大家参考,但可以看出三家中等及以上消费者的差别并不大。其实付费用户这一指","text":"美股财报季开启,各企业成绩单纷至沓来。1-3日,爱奇艺、哔哩哔哩(以下简称“B站”)、微博三家先后发布财报。这三家,一个是“长视频第一股”,过去几年爆款剧集频出;一个是成功破圈的“后浪”,手握“Z世代”流量池;一个是刚刚经历二次上市,在英雄联盟S11、夏奥和冬奥等重大热点事件中再次奠定自己地位的“第一舆论场”。看似完全不相干的三家企业,其实有一个共同点,就是早期不被看好,中期业绩趋稳,长期值得期待。从投资者角度来看,这三家谁更具投资价值?短期来看,股票的价格受到股民情绪、各种消息的综合影响;但是长期来看还是企业内在价值决定的,对于互联网企业来说,这个核心价值体现在用户规模、盈利能力和成长潜力上。1、高增速对比高质量从最新的财报数据来看,爱奇艺、B站、微博三家日活跃用户增速都在预期内。2021年Q4,爱奇艺总订阅会员的日均人数为9700万,同比下降6%;B站日活用户7220万,同比提升34%;微博日活用户2.49亿,同比增长11%。仅看增速B站遥遥领先,但是从绝对值来看,微博是当仁不让的第一,爱奇艺因为“会员涨价”等缘故导致日活下滑也在预料之中。撇开用户质量空谈用户规模毫无意义,所以我们也找到了上述三家公司的用户画像进行对比。一般观念认为,20-40岁的消费者财务独立、更具消费潜力,2022年1月爱奇艺、B站、微博的用户中年龄在24-40岁的用户占比分别为70.17%、20.64%、63.87%。爱奇艺和微博相差不大,而B站的年龄结构与其定位的“Z世代社区”相符。这些用户有多少是真的付费用户,又有多少是“白嫖党”?易观千帆的数据显示,2022年1月,爱奇艺、B站、微博三家中等及以上消费者的占比分别为70.97%、70.58%和78.3%。但是易观并没有明确给出各阶段用户的实际付费区间定义,所以这项数据仅供大家参考,但可以看出三家中等及以上消费者的差别并不大。其实付费用户这一指","images":[{"img":"https://static.tigerbbs.com/3b566d3f70c7b12b47c6a846ee7d1887","width":"1514","height":"702"},{"img":"https://static.tigerbbs.com/8d6bf587a788fcd39e4454be6e7acdf9","width":"1514","height":"702"},{"img":"https://static.tigerbbs.com/3420a0d2f6358aed1ffe1cfb4378c4b0","width":"640","height":"296"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635030123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632551246,"gmtCreate":1646624045867,"gmtModify":1646624281027,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01951\">$锦欣生殖(01951)$</a>这是个倒了八辈子血霉的股票吧","listText":"<a href=\"https://laohu8.com/S/01951\">$锦欣生殖(01951)$</a>这是个倒了八辈子血霉的股票吧","text":"$锦欣生殖(01951)$这是个倒了八辈子血霉的股票吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632551246","isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632551867,"gmtCreate":1646624022802,"gmtModify":1646624022802,"author":{"id":"3487299184841783","authorId":"3487299184841783","name":"冷门投资","avatar":"https://static.tigerbbs.com/16cc5c8ccf2784ef3447939b45a4c112","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01951\">$锦欣生殖(01951)$</a>**","listText":"<a 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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>bili每年12 月到1月上涨概率大,炒作bili晚会。现在择机买入,2月初卖出。<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a>","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>bili每年12 月到1月上涨概率大,炒作bili晚会。现在择机买入,2月初卖出。<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a>","text":"$哔哩哔哩(BILI)$bili每年12 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target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 开始大回血,<a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 不断冲击新高,微观上,美债上涨的“加速度”在缓和,对美股的影响也在边际减弱。 不过对于市场来讲,预期差依然是需要担心的。 历史上,美联储这双神奇之手,可以“挽狂澜于既倒,扶大厦之将倾”,例如去年3月;也可能错判形势,在市场关键窗口时期带来阶段逆转,例如15年12月。对于这次美联储讲话,我们梳理了几个有待观察的核心问题,今天仍然看点颇多: 1.SLR(银行补充杠杆率)放松政策是否能顺利延期? SLR(Supplementary Leverage Ratio)将于3月底到期。 简单来理解,SLR是一种美联储针对商业银行的资本充足率要求的一个指标。 美联储从去年开始进行QE,其中主要的手段就是买债,这里的原理在于,美联储需要将资金存入债券卖方的银行账户,这个钱就变成了银行的准备金。过去一年,美联储为了提高大家的放贷意愿,特赦SLR的考核可以先不把准备金和美债纳入考察范围。 j简单来说,如果这次没有延期,SLR的考核就要纳入美债,而银行为了满足SLR考核要求,就需要开始抛售国债,从而给美债收益率带来上行压力,进而传导到科技股的估值上。 如果延期的话,银行资本充裕率持续宽松,意味着银行<a target=\"_blank\" href=\"https://laohu8.com/S/XLF\">$金融ETF(XLF)$</a>","listText":"最近两周美股已经出现企稳的局面,最直观来看,<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 开始大回血,<a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 不断冲击新高,微观上,美债上涨的“加速度”在缓和,对美股的影响也在边际减弱。 不过对于市场来讲,预期差依然是需要担心的。 历史上,美联储这双神奇之手,可以“挽狂澜于既倒,扶大厦之将倾”,例如去年3月;也可能错判形势,在市场关键窗口时期带来阶段逆转,例如15年12月。对于这次美联储讲话,我们梳理了几个有待观察的核心问题,今天仍然看点颇多: 1.SLR(银行补充杠杆率)放松政策是否能顺利延期? SLR(Supplementary Leverage Ratio)将于3月底到期。 简单来理解,SLR是一种美联储针对商业银行的资本充足率要求的一个指标。 美联储从去年开始进行QE,其中主要的手段就是买债,这里的原理在于,美联储需要将资金存入债券卖方的银行账户,这个钱就变成了银行的准备金。过去一年,美联储为了提高大家的放贷意愿,特赦SLR的考核可以先不把准备金和美债纳入考察范围。 j简单来说,如果这次没有延期,SLR的考核就要纳入美债,而银行为了满足SLR考核要求,就需要开始抛售国债,从而给美债收益率带来上行压力,进而传导到科技股的估值上。 如果延期的话,银行资本充裕率持续宽松,意味着银行<a target=\"_blank\" href=\"https://laohu8.com/S/XLF\">$金融ETF(XLF)$</a>","text":"最近两周美股已经出现企稳的局面,最直观来看,$纳斯达克(.IXIC)$ 开始大回血,$道琼斯(.DJI)$ 、$标普500(.SPX)$ 不断冲击新高,微观上,美债上涨的“加速度”在缓和,对美股的影响也在边际减弱。 不过对于市场来讲,预期差依然是需要担心的。 历史上,美联储这双神奇之手,可以“挽狂澜于既倒,扶大厦之将倾”,例如去年3月;也可能错判形势,在市场关键窗口时期带来阶段逆转,例如15年12月。对于这次美联储讲话,我们梳理了几个有待观察的核心问题,今天仍然看点颇多: 1.SLR(银行补充杠杆率)放松政策是否能顺利延期? SLR(Supplementary Leverage Ratio)将于3月底到期。 简单来理解,SLR是一种美联储针对商业银行的资本充足率要求的一个指标。 美联储从去年开始进行QE,其中主要的手段就是买债,这里的原理在于,美联储需要将资金存入债券卖方的银行账户,这个钱就变成了银行的准备金。过去一年,美联储为了提高大家的放贷意愿,特赦SLR的考核可以先不把准备金和美债纳入考察范围。 j简单来说,如果这次没有延期,SLR的考核就要纳入美债,而银行为了满足SLR考核要求,就需要开始抛售国债,从而给美债收益率带来上行压力,进而传导到科技股的估值上。 如果延期的话,银行资本充裕率持续宽松,意味着银行$金融ETF(XLF)$","images":[{"img":"https://static.tigerbbs.com/4f6e54023e9125cf0f26d96bcb880c83","width":"1190","height":"725"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324298527","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}