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Era投资
2022-12-14
昨夜数据发布后,我就认为“CPI数据回落的信心是缓解美联储抵抗通胀压力的直接利好,并不是资本市场抵抗强势美元或高美元利率的直接利好。”,但大家一片狼藉,今天也印证了这一点,——仍需要利率预期出现下滑,5%以上的美元利率实在是太高了。
Era投资
2022-10-03
$恒生科技指数(HSTECH)$
30亿的成交量都可以做空港股,港交所可以解散了吧
Era投资
2022-09-23
港股的问题是流动性极差,流动性极差的原因是资本流出,资本流出的原因是强势美元,强势美元的原因是美联储紧缩货币政策,紧缩货币政策的原因是极高物价指数CPI,极高的物价指数CPI的原因分别是能源和粮食供需市场的政治化,能源和粮食供需市场政治化的原因分别是全球卫生事件和地缘政治危机,所以新冠疫情和俄乌冲突决定港股的命运。
@价值投资为王:港股比惨大赛! 今天港股太惨了,恒生指数跌破18000,创2011年12月以来的新低! 说实话,几个月前我不认为港股会创新低,毕竟3月份那波流动性股灾砸了个深坑,万万没想到,港股弱的一逼! 个人分析,这波港股熊市有2个主要利空,一个是国内地产销售暴雷,金融股表现很差,而金融是恒生指数第一大权重。 其次是互联网拉胯,腾讯阿里美团等互联网公司占恒生指数的权重也不低,可惜,今年业绩不行。 而业绩不行的主要原因不是政策打击,应该是疫情拖累。 地产销售不佳,疫情也是主要原因,这么来看,啥时候疫情结束,港股啥时候才会反转啊! 目前持仓的股票中,港交所亏损比例最大,加仓了好几次,还是亏了快20%,心塞,打算今晚再加仓一笔,死也要死在核心资产里[开心] [开心] [开心]
$香港交易所(00388)$
$腾讯控股(00700)$
$阿里巴巴-SW(09988)$
$美团-W(03690)$
$快手-W(01024)$
Era投资
2022-09-23
$恒生科技指数(HSTECH)$
强势美元还在延续,美联储加息预期强烈,不认为现在到达指数底部。
Era投资
2022-09-08
$恒生科技指数(HSTECH)$
港交所可以解散了
Era投资
2019-05-13
$云集(YJ)$ 哈哈哈哈哈哈,云集在不该上市的时候上市了,找回状态需要很多时间啦
Era投资
2019-05-10
云集会升,我给保证[OK]
Era投资
2018-05-23
$奥莱利(ORLY)$相信你会成功!
Era投资
2018-05-20
抢用勾股定理,又想着毕达哥拉斯…
相信大家都看到了中国联通(香港)的股票在 恒升值,其实 这个 中国联通 的提升空间是巨大的,无论从新的融资方案来看,还是企业高层的重组……都是在暗示着新的中国联通要崛起了。但是很多人都在 特斯拉也好 亚马逊也好 还是 更为贴近个性化的 虎牙 爱奇艺等等上投了太多太多……不过大家的起点都相同,都认为不赚钱也至少可以保值,这样一个完美的三角形,一定会服从勾股定理,可明明有 更为恒定的 中国联通 等 恒增长的投资方案,为何还要去想那些争执不休的毕达哥拉斯呢?
抢用勾股定理,又想着毕达哥拉斯…
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>30亿的成交量都可以做空港股,港交所可以解散了吧","listText":"<a 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今天港股太惨了,恒生指数跌破18000,创2011年12月以来的新低! 说实话,几个月前我不认为港股会创新低,毕竟3月份那波流动性股灾砸了个深坑,万万没想到,港股弱的一逼! 个人分析,这波港股熊市有2个主要利空,一个是国内地产销售暴雷,金融股表现很差,而金融是恒生指数第一大权重。 其次是互联网拉胯,腾讯阿里美团等互联网公司占恒生指数的权重也不低,可惜,今年业绩不行。 而业绩不行的主要原因不是政策打击,应该是疫情拖累。 地产销售不佳,疫情也是主要原因,这么来看,啥时候疫情结束,港股啥时候才会反转啊! 目前持仓的股票中,港交所亏损比例最大,加仓了好几次,还是亏了快20%,心塞,打算今晚再加仓一笔,死也要死在核心资产里[开心] [开心] [开心] <a href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a><a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a><a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ","listText":"港股比惨大赛! 今天港股太惨了,恒生指数跌破18000,创2011年12月以来的新低! 说实话,几个月前我不认为港股会创新低,毕竟3月份那波流动性股灾砸了个深坑,万万没想到,港股弱的一逼! 个人分析,这波港股熊市有2个主要利空,一个是国内地产销售暴雷,金融股表现很差,而金融是恒生指数第一大权重。 其次是互联网拉胯,腾讯阿里美团等互联网公司占恒生指数的权重也不低,可惜,今年业绩不行。 而业绩不行的主要原因不是政策打击,应该是疫情拖累。 地产销售不佳,疫情也是主要原因,这么来看,啥时候疫情结束,港股啥时候才会反转啊! 目前持仓的股票中,港交所亏损比例最大,加仓了好几次,还是亏了快20%,心塞,打算今晚再加仓一笔,死也要死在核心资产里[开心] [开心] [开心] <a href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a><a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a><a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ","text":"港股比惨大赛! 今天港股太惨了,恒生指数跌破18000,创2011年12月以来的新低! 说实话,几个月前我不认为港股会创新低,毕竟3月份那波流动性股灾砸了个深坑,万万没想到,港股弱的一逼! 个人分析,这波港股熊市有2个主要利空,一个是国内地产销售暴雷,金融股表现很差,而金融是恒生指数第一大权重。 其次是互联网拉胯,腾讯阿里美团等互联网公司占恒生指数的权重也不低,可惜,今年业绩不行。 而业绩不行的主要原因不是政策打击,应该是疫情拖累。 地产销售不佳,疫情也是主要原因,这么来看,啥时候疫情结束,港股啥时候才会反转啊! 目前持仓的股票中,港交所亏损比例最大,加仓了好几次,还是亏了快20%,心塞,打算今晚再加仓一笔,死也要死在核心资产里[开心] [开心] [开心] $香港交易所(00388)$$腾讯控股(00700)$$阿里巴巴-SW(09988)$$美团-W(03690)$$快手-W(01024)$","images":[{"img":"https://static.tigerbbs.com/dfa21ade8dd8af90c7bb73741ecc5a6b","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661829741","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661201006,"gmtCreate":1663921400106,"gmtModify":1663922131460,"author":{"id":"3489005477686638","authorId":"3489005477686638","authorIdStr":"3489005477686638","name":"Era投资","avatar":"https://static.tigerbbs.com/f18e24caee8147b450d6e55fd7bb84cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>港交所可以解散了","text":"$恒生科技指数(HSTECH)$港交所可以解散了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669788009","isVote":1,"tweetType":1,"viewCount":1969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661206097,"gmtCreate":1663922334219,"gmtModify":1663922837471,"author":{"id":"3489005477686638","authorId":"3489005477686638","authorIdStr":"3489005477686638","name":"Era投资","avatar":"https://static.tigerbbs.com/f18e24caee8147b450d6e55fd7bb84cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"港股的问题是流动性极差,流动性极差的原因是资本流出,资本流出的原因是强势美元,强势美元的原因是美联储紧缩货币政策,紧缩货币政策的原因是极高物价指数CPI,极高的物价指数CPI的原因分别是能源和粮食供需市场的政治化,能源和粮食供需市场政治化的原因分别是全球卫生事件和地缘政治危机,所以新冠疫情和俄乌冲突决定港股的命运。","listText":"港股的问题是流动性极差,流动性极差的原因是资本流出,资本流出的原因是强势美元,强势美元的原因是美联储紧缩货币政策,紧缩货币政策的原因是极高物价指数CPI,极高的物价指数CPI的原因分别是能源和粮食供需市场的政治化,能源和粮食供需市场政治化的原因分别是全球卫生事件和地缘政治危机,所以新冠疫情和俄乌冲突决定港股的命运。","text":"港股的问题是流动性极差,流动性极差的原因是资本流出,资本流出的原因是强势美元,强势美元的原因是美联储紧缩货币政策,紧缩货币政策的原因是极高物价指数CPI,极高的物价指数CPI的原因分别是能源和粮食供需市场的政治化,能源和粮食供需市场政治化的原因分别是全球卫生事件和地缘政治危机,所以新冠疫情和俄乌冲突决定港股的命运。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661206097","repostId":"661829741","repostType":1,"repost":{"id":661829741,"gmtCreate":1663838042283,"gmtModify":1663907315277,"author":{"id":"21347731130544","authorId":"21347731130544","authorIdStr":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"港股比惨大赛! 今天港股太惨了,恒生指数跌破18000,创2011年12月以来的新低! 说实话,几个月前我不认为港股会创新低,毕竟3月份那波流动性股灾砸了个深坑,万万没想到,港股弱的一逼! 个人分析,这波港股熊市有2个主要利空,一个是国内地产销售暴雷,金融股表现很差,而金融是恒生指数第一大权重。 其次是互联网拉胯,腾讯阿里美团等互联网公司占恒生指数的权重也不低,可惜,今年业绩不行。 而业绩不行的主要原因不是政策打击,应该是疫情拖累。 地产销售不佳,疫情也是主要原因,这么来看,啥时候疫情结束,港股啥时候才会反转啊! 目前持仓的股票中,港交所亏损比例最大,加仓了好几次,还是亏了快20%,心塞,打算今晚再加仓一笔,死也要死在核心资产里[开心] [开心] [开心] <a href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a><a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a><a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ","listText":"港股比惨大赛! 今天港股太惨了,恒生指数跌破18000,创2011年12月以来的新低! 说实话,几个月前我不认为港股会创新低,毕竟3月份那波流动性股灾砸了个深坑,万万没想到,港股弱的一逼! 个人分析,这波港股熊市有2个主要利空,一个是国内地产销售暴雷,金融股表现很差,而金融是恒生指数第一大权重。 其次是互联网拉胯,腾讯阿里美团等互联网公司占恒生指数的权重也不低,可惜,今年业绩不行。 而业绩不行的主要原因不是政策打击,应该是疫情拖累。 地产销售不佳,疫情也是主要原因,这么来看,啥时候疫情结束,港股啥时候才会反转啊! 目前持仓的股票中,港交所亏损比例最大,加仓了好几次,还是亏了快20%,心塞,打算今晚再加仓一笔,死也要死在核心资产里[开心] [开心] [开心] <a href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a><a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a><a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a><a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a><a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ","text":"港股比惨大赛! 今天港股太惨了,恒生指数跌破18000,创2011年12月以来的新低! 说实话,几个月前我不认为港股会创新低,毕竟3月份那波流动性股灾砸了个深坑,万万没想到,港股弱的一逼! 个人分析,这波港股熊市有2个主要利空,一个是国内地产销售暴雷,金融股表现很差,而金融是恒生指数第一大权重。 其次是互联网拉胯,腾讯阿里美团等互联网公司占恒生指数的权重也不低,可惜,今年业绩不行。 而业绩不行的主要原因不是政策打击,应该是疫情拖累。 地产销售不佳,疫情也是主要原因,这么来看,啥时候疫情结束,港股啥时候才会反转啊! 目前持仓的股票中,港交所亏损比例最大,加仓了好几次,还是亏了快20%,心塞,打算今晚再加仓一笔,死也要死在核心资产里[开心] [开心] [开心] $香港交易所(00388)$$腾讯控股(00700)$$阿里巴巴-SW(09988)$$美团-W(03690)$$快手-W(01024)$","images":[{"img":"https://static.tigerbbs.com/dfa21ade8dd8af90c7bb73741ecc5a6b","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661829741","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623916963,"gmtCreate":1670987274253,"gmtModify":1670987643870,"author":{"id":"3489005477686638","authorId":"3489005477686638","authorIdStr":"3489005477686638","name":"Era投资","avatar":"https://static.tigerbbs.com/f18e24caee8147b450d6e55fd7bb84cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"昨夜数据发布后,我就认为“CPI数据回落的信心是缓解美联储抵抗通胀压力的直接利好,并不是资本市场抵抗强势美元或高美元利率的直接利好。”,但大家一片狼藉,今天也印证了这一点,——仍需要利率预期出现下滑,5%以上的美元利率实在是太高了。","listText":"昨夜数据发布后,我就认为“CPI数据回落的信心是缓解美联储抵抗通胀压力的直接利好,并不是资本市场抵抗强势美元或高美元利率的直接利好。”,但大家一片狼藉,今天也印证了这一点,——仍需要利率预期出现下滑,5%以上的美元利率实在是太高了。","text":"昨夜数据发布后,我就认为“CPI数据回落的信心是缓解美联储抵抗通胀压力的直接利好,并不是资本市场抵抗强势美元或高美元利率的直接利好。”,但大家一片狼藉,今天也印证了这一点,——仍需要利率预期出现下滑,5%以上的美元利率实在是太高了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623916963","isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661201006,"gmtCreate":1663921400106,"gmtModify":1663922131460,"author":{"id":"3489005477686638","authorId":"3489005477686638","authorIdStr":"3489005477686638","name":"Era投资","avatar":"https://static.tigerbbs.com/f18e24caee8147b450d6e55fd7bb84cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>强势美元还在延续,美联储加息预期强烈,不认为现在到达指数底部。","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>强势美元还在延续,美联储加息预期强烈,不认为现在到达指数底部。","text":"$恒生科技指数(HSTECH)$强势美元还在延续,美联储加息预期强烈,不认为现在到达指数底部。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661201006","isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":901399864,"gmtCreate":1557418801458,"gmtModify":1704802591671,"author":{"id":"3489005477686638","authorId":"3489005477686638","authorIdStr":"3489005477686638","name":"Era投资","avatar":"https://static.tigerbbs.com/f18e24caee8147b450d6e55fd7bb84cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"云集会升,我给保证[OK]","listText":"云集会升,我给保证[OK]","text":"云集会升,我给保证[OK]","images":[{"img":"https://static.tigerbbs.com/91b4eacdde339cf8ebb7a0c64e584c98"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/901399864","isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":193715,"gmtCreate":1527090432147,"gmtModify":1704893516795,"author":{"id":"3489005477686638","authorId":"3489005477686638","authorIdStr":"3489005477686638","name":"Era投资","avatar":"https://static.tigerbbs.com/f18e24caee8147b450d6e55fd7bb84cc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$奥莱利(ORLY)$相信你会成功!","listText":"$奥莱利(ORLY)$相信你会成功!","text":"$奥莱利(ORLY)$相信你会成功!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193715","isVote":1,"tweetType":1,"viewCount":1898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}