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坚强的韭菜
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陈猛自动化专用
2019-03-07
情人节,爱情和投资一个都不能少
情人节,爱情和投资一个都不能少:情人节,爱情和投资一个都不能少--更多内容访问老虎股票学院
陈猛自动化专用
2019-08-09
@Breddy
学习不能停
陈猛自动化专用
2019-11-14
做个人吧,要掏空我的钱包吗[捂脸] [捂脸]
抱歉,原内容已删除
陈猛自动化专用
2020-12-15
666[财迷] [流泪] [无语] [流泪] [愤怒] [惊讶] [愤怒] [龇牙] [龇牙] [愤怒] [惊讶] [龇牙] [无语]
@49呀
[龇牙] [流泪] [龇牙]
直播:标普500和标普500ETF期权实战策略分享
陈猛自动化专用
2019-07-26
以为换了马甲就不认识你了?
@小虎AV: 【波音737换马甲上线】外媒报道,一名航空摄影师发现,欧洲瑞安航空从美国波音公司订购的一批“737 MAX 200”型号客机,其机头部分机型标识从原来的“737 MAX”改为了“737-8200”目前尚不清楚是波音修改的还是瑞安航空提出的[吃瓜]换身马甲我们江湖再见[DOGE] $波音(BA)$
陈猛自动化专用
2019-06-27
这篇文章不错,转发给大家看看
@Tracy吃:Facebook的天秤座
陈猛自动化专用
2018-12-13
原标题:《别吹“司法独立”了!特朗普称愿为国家利益干预孟晚舟
据路透社12月12日报道,美国总统特朗普11日表示,如果有利于国家安全利益或能推动美中达成贸易协议,他愿意干预司法部针对中国华为高管的案件。 本月1日,华为公司首席财务官(CFO)孟晚舟在加拿大被捕,美国指控其在涉及伊朗的交易中误导跨国银行,使后者面临违反美国制裁的风险。 当被问及是否会干预司法部针对孟晚舟的案件时,特朗普向路透社表示:“只要对国家有好处,我就愿意做
原标题:《别吹“司法独立”了!特朗普称愿为国家利益干预孟晚舟
陈猛自动化专用
2019-10-29
$阿里影业(01060)$
[流泪]
陈猛自动化专用
2021-09-01
[Cool] [Cool] [Cool] [Cool]
陈猛自动化专用
2021-07-19
@bollbom肆
[得意] [得意]
陈猛自动化专用
2020-10-22
嘻嘻嘻嘻嘻
咳咳[得意] [得意] [得意] [得意
得意
] [得意] [得意] [得意] [难过] [难过] [难过] [难过] [难过] [难过] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭]
嘻嘻嘻嘻嘻
陈猛自动化专用
2020-03-04
这篇文章不错,转发给大家看
@丫丫港股圈:美股暴力反弹后,What’s next ?
去老虎APP查看更多动态
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点击参与活动","images":[{"img":"https://static.tigerbbs.com/a0da28dd9e743692c0cc96fe6f364cd2","width":"832","height":"436"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630952623","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696924432,"gmtCreate":1640605436824,"gmtModify":1640605436824,"author":{"id":"3490179308042484","authorId":"3490179308042484","name":"陈猛自动化专用","avatar":"https://static.tigerbbs.com/0728a76fe6478353bfbc3a269b396e96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490179308042484","idStr":"3490179308042484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XJO.AU\">$标普/澳交所 200指数(XJO.AU)$</a>fff","listText":"<a 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604771410","isVote":1,"tweetType":1,"viewCount":2204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821524216,"gmtCreate":1633763607288,"gmtModify":1633763607288,"author":{"id":"3490179308042484","authorId":"3490179308042484","name":"陈猛自动化专用","avatar":"https://static.tigerbbs.com/0728a76fe6478353bfbc3a269b396e96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490179308042484","idStr":"3490179308042484"},"themes":[],"title":"期待大涨","htmlText":"😧[呆住] [呆住] [呆住] [呆住] <a href=\"https://laohu8.com/FUT/PAmain\">$钯金主连 2112(PAmain)$ </a>下半年、大涨巴~球球了[安慰] [警告] [警告] ","listText":"😧[呆住] [呆住] [呆住] [呆住] <a href=\"https://laohu8.com/FUT/PAmain\">$钯金主连 2112(PAmain)$ </a>下半年、大涨巴~球球了[安慰] [警告] [警告] ","text":"😧[呆住] [呆住] [呆住] [呆住] $钯金主连 2112(PAmain)$ 下半年、大涨巴~球球了[安慰] [警告] [警告]","images":[{"img":"https://static.tigerbbs.com/6f60b32d053270bfb86caa3c21681bc6","width":"1080","height":"2240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821524216","isVote":1,"tweetType":1,"viewCount":2487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":812839563,"gmtCreate":1630571445652,"gmtModify":1630571445652,"author":{"id":"3490179308042484","authorId":"3490179308042484","name":"陈猛自动化专用","avatar":"https://static.tigerbbs.com/0728a76fe6478353bfbc3a269b396e96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490179308042484","idStr":"3490179308042484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>[得意] ","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>[得意] ","text":"$拼多多(PDD)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812839563","isVote":1,"tweetType":1,"viewCount":1798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816333834,"gmtCreate":1630465535028,"gmtModify":1630465535028,"author":{"id":"3490179308042484","authorId":"3490179308042484","name":"陈猛自动化专用","avatar":"https://static.tigerbbs.com/0728a76fe6478353bfbc3a269b396e96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490179308042484","idStr":"3490179308042484"},"themes":[],"htmlText":"[Cool] [Cool] [Cool] [Cool] ","listText":"[Cool] [Cool] [Cool] [Cool] ","text":"[Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816333834","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816394706,"gmtCreate":1630465294605,"gmtModify":1630465294605,"author":{"id":"3490179308042484","authorId":"3490179308042484","name":"陈猛自动化专用","avatar":"https://static.tigerbbs.com/0728a76fe6478353bfbc3a269b396e96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490179308042484","idStr":"3490179308042484"},"themes":[],"htmlText":"[Cool] [Shy] [Great] [Angry] [Surprised] [Grin] [Tongue] [Anger] ","listText":"[Cool] [Shy] [Great] [Angry] [Surprised] [Grin] [Tongue] [Anger] ","text":"[Cool] [Shy] [Great] [Angry] [Surprised] [Grin] [Tongue] [Anger]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816394706","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835290671,"gmtCreate":1629717979593,"gmtModify":1629717979593,"author":{"id":"3490179308042484","authorId":"3490179308042484","name":"陈猛自动化专用","avatar":"https://static.tigerbbs.com/0728a76fe6478353bfbc3a269b396e96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490179308042484","idStr":"3490179308042484"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3534388447280184\">@橙皮籽</a>[真香] ","listText":"<a href=\"https://laohu8.com/U/3534388447280184\">@橙皮籽</a>[真香] ","text":"@橙皮籽[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835290671","isVote":1,"tweetType":1,"viewCount":2438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173734439,"gmtCreate":1626685835621,"gmtModify":1626852354736,"author":{"id":"3490179308042484","authorId":"3490179308042484","name":"陈猛自动化专用","avatar":"https://static.tigerbbs.com/0728a76fe6478353bfbc3a269b396e96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490179308042484","idStr":"3490179308042484"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/U/3539141501689897\">@bollbom肆</a>[得意] [得意] ","listText":"<a target=\"_blank\" href=\"https://laohu8.com/U/3539141501689897\">@bollbom肆</a>[得意] [得意] ","text":"@bollbom肆[得意] 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[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169955879","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123729309,"gmtCreate":1624440028201,"gmtModify":1624440028201,"author":{"id":"3490179308042484","authorId":"3490179308042484","name":"陈猛自动化专用","avatar":"https://static.tigerbbs.com/0728a76fe6478353bfbc3a269b396e96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490179308042484","idStr":"3490179308042484"},"themes":[],"htmlText":"😁😁","listText":"😁😁","text":"😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123729309","repostId":"2145662068","repostType":4,"repost":{"id":"2145662068","pubTimestamp":1624439702,"share":"https://www.laohu8.com/m/news/2145662068?lang=&edition=full","pubTime":"2021-06-23 17:15","market":"hk","language":"zh","title":"中国“千亿私募天团”横空出世!高毅资产遥遥领先","url":"https://stock-news.laohu8.com/highlight/detail?id=2145662068","media":"华尔街见闻","summary":"股票私募的头部效应越来越强!","content":"<p>股票私募的头部效应越来越强!</p>\n<p>言及必称百亿私募的提法,渐成“过去时”······</p>\n<p>一份流出的规模统计数据显示,头部股票私募出现一个千亿天团,六家多头机构强势站位。</p>\n<p>强者恒强,或许是证券类私募赛道的中长期趋势。</p>\n<p>值得注意的是,更有“黑马”机构在资金抢筹中强势胜出,与老牌机构比肩。</p>\n<h2><b>千亿天团都有谁</b></h2>\n<p>据某卖方团队整理的多头私募规模最新数据,至少五家私募规模超千亿元水平,包括:高毅资产、礼仁投资、景林资产、幻方量化、淡水泉投资。</p>\n<p>此外,量化私募灵均投资也接近1000亿元规模。</p>\n<p><img src=\"https://static.tigerbbs.com/e2d164c6e26f6c6644690ecd88d6a4ff\" tg-width=\"554\" tg-height=\"148\" referrerpolicy=\"no-referrer\">(来源卖方数据,具体管理规模或有偏差)</p>\n<p>这意味着,专注于二级市场的中国版图中,出现了一个千亿天团。</p>\n<p>需要说明的是,所谓千亿规模是募资规模叠加持仓市值变化后的数据。</p>\n<p>其中,高毅资产遥遥领先,管理规模超过3000亿元。早在2019初,业内就曾传出高毅破千亿的说法。</p>\n<p>由于高毅资产属于六位明星基金经理“搭台”模式,包括邱国鹭、邓晓峰、冯柳、孙庆瑞、卓利伟和吴任昊,每位都自带“流量”,能够在迅速在各大渠道吸金。除了国内高净值客户,高毅资产还受托管理挪威养老金、加拿大年金等大型主权基金。</p>\n<p>千亿天团中,礼仁投资位列其中,这是高瓴资本旗下专注二级市场的私募,成立于2018年。2020年一季度起,礼仁投资启动大规模募资,近一年来规模快速“滚雪球”。</p>\n<p>另有两家老牌机构,强势占据头部位置,即景林资产和淡水泉投资,这两家机构均是中国第一代私募,受托管理资金较为多元,包括高净值个人、国内机构投资、海外主权基金、捐赠基金等。</p>\n<p>值得注意的是,这两家私募都在做全球布局,自设立初期,他们就在内地和中国香港设有常驻团队。2015年起,淡水泉陆续在新加坡、纽约设立据点,2021年起,景林开始打造新加坡办公室,拓展东南亚、南亚市场研究,二者均借此拓展与中国机会相关的海外公司投资。</p>\n<p>六家跻身千亿阵营的机构中,幻方量化和灵均投资主打量化策略。此前,量化私募中规模超千亿的是明汯投资,其最新规模有所下滑。</p>\n<h2><b>头部机构占据34%份额</b></h2>\n<p>总体来看,上述六家千亿私募的合计规模逼近9000亿元。</p>\n<p>这个数字代表着什么?</p>\n<p>据<a href=\"https://laohu8.com/S/CHN\">中国基金</a>业协会披露的证券类私募数据(截至今年5月末),存续规模为4.83万亿元。</p>\n<p><b>身处千亿天团的六家私募,占到了全行业规模的18%,将近五分之一的水平。</b></p>\n<p>再看100亿-1000亿之间的私募情况。</p>\n<p>这份卖方的统计中,管理规模不足千亿元,但迈过百亿元的机构总计76家机构。</p>\n<p>规模在310亿元-710亿元之间的私募,总计有18家,这部分合计规模达到7560亿元。这意味着,300亿元-1000亿元规模的私募,占到全行业规模16%。</p>\n<p><b>叠加千亿私募,300亿元以上的证券类私募规模,在全行业规模占比约为34%。</b></p>\n<h2><b>“腰部阵营”提升</b></h2>\n<p>值得注意的是,百亿阵营的“腰部”高度大幅提升。</p>\n<p>形成对比的是,过去百亿元规模,就是衡量头部私募的重要水位线。随着市场持续扩容,300亿元成为新的水位线。</p>\n<p>“腰部阵营”中,量化策略私募拔得头筹,明汯投资、九坤投资强势领先。</p>\n<p>紧随其后的是敦和资产和永安国富,这两家的策略并非主观多头,而是宏观策略,且早期以期货投资起家。此外,另一家宏观对冲私募乐瑞资产,规模也超300亿元。</p>\n<p>纵观300亿以上规模的私募,有两家机构的蹿升速度最快。</p>\n<p>一个是檀真投资,成立于2017年,是正心谷资本旗下专注二级投资的机构。正心谷的创始人林利军,系汇添富基金的首任总经理。</p>\n<p>与高瓴旗下的礼仁投资一样,二者都是在2020年大力募资,规模快速滚雪球。此外,正心谷与高瓴均是采取“一二级联动”的私募。</p>\n<p>另一个火速蹿升的私募是衍复投资。这家私募成立于2019年末,创始人高亢曾任职于头部量化机构锐天投资,之后携团队离开与锐天“分家”。成立不足一年,规模就突破百亿,截至目前突破300亿元。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=https://wallstreetcn.com/articles/3633592><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股票私募的头部效应越来越强!\n言及必称百亿私募的提法,渐成“过去时”······\n一份流出的规模统计数据显示,头部股票私募出现一个千亿天团,六家多头机构强势站位。\n强者恒强,或许是证券类私募赛道的中长期趋势。\n值得注意的是,更有“黑马”机构在资金抢筹中强势胜出,与老牌机构比肩。\n千亿天团都有谁\n据某卖方团队整理的多头私募规模最新数据,至少五家私募规模超千亿元水平,包括:高毅资产、礼仁投资、景林资产...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3633592\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b316935034311b351e6e3b3c20c27e8","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3633592","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145662068","content_text":"股票私募的头部效应越来越强!\n言及必称百亿私募的提法,渐成“过去时”······\n一份流出的规模统计数据显示,头部股票私募出现一个千亿天团,六家多头机构强势站位。\n强者恒强,或许是证券类私募赛道的中长期趋势。\n值得注意的是,更有“黑马”机构在资金抢筹中强势胜出,与老牌机构比肩。\n千亿天团都有谁\n据某卖方团队整理的多头私募规模最新数据,至少五家私募规模超千亿元水平,包括:高毅资产、礼仁投资、景林资产、幻方量化、淡水泉投资。\n此外,量化私募灵均投资也接近1000亿元规模。\n(来源卖方数据,具体管理规模或有偏差)\n这意味着,专注于二级市场的中国版图中,出现了一个千亿天团。\n需要说明的是,所谓千亿规模是募资规模叠加持仓市值变化后的数据。\n其中,高毅资产遥遥领先,管理规模超过3000亿元。早在2019初,业内就曾传出高毅破千亿的说法。\n由于高毅资产属于六位明星基金经理“搭台”模式,包括邱国鹭、邓晓峰、冯柳、孙庆瑞、卓利伟和吴任昊,每位都自带“流量”,能够在迅速在各大渠道吸金。除了国内高净值客户,高毅资产还受托管理挪威养老金、加拿大年金等大型主权基金。\n千亿天团中,礼仁投资位列其中,这是高瓴资本旗下专注二级市场的私募,成立于2018年。2020年一季度起,礼仁投资启动大规模募资,近一年来规模快速“滚雪球”。\n另有两家老牌机构,强势占据头部位置,即景林资产和淡水泉投资,这两家机构均是中国第一代私募,受托管理资金较为多元,包括高净值个人、国内机构投资、海外主权基金、捐赠基金等。\n值得注意的是,这两家私募都在做全球布局,自设立初期,他们就在内地和中国香港设有常驻团队。2015年起,淡水泉陆续在新加坡、纽约设立据点,2021年起,景林开始打造新加坡办公室,拓展东南亚、南亚市场研究,二者均借此拓展与中国机会相关的海外公司投资。\n六家跻身千亿阵营的机构中,幻方量化和灵均投资主打量化策略。此前,量化私募中规模超千亿的是明汯投资,其最新规模有所下滑。\n头部机构占据34%份额\n总体来看,上述六家千亿私募的合计规模逼近9000亿元。\n这个数字代表着什么?\n据中国基金业协会披露的证券类私募数据(截至今年5月末),存续规模为4.83万亿元。\n身处千亿天团的六家私募,占到了全行业规模的18%,将近五分之一的水平。\n再看100亿-1000亿之间的私募情况。\n这份卖方的统计中,管理规模不足千亿元,但迈过百亿元的机构总计76家机构。\n规模在310亿元-710亿元之间的私募,总计有18家,这部分合计规模达到7560亿元。这意味着,300亿元-1000亿元规模的私募,占到全行业规模16%。\n叠加千亿私募,300亿元以上的证券类私募规模,在全行业规模占比约为34%。\n“腰部阵营”提升\n值得注意的是,百亿阵营的“腰部”高度大幅提升。\n形成对比的是,过去百亿元规模,就是衡量头部私募的重要水位线。随着市场持续扩容,300亿元成为新的水位线。\n“腰部阵营”中,量化策略私募拔得头筹,明汯投资、九坤投资强势领先。\n紧随其后的是敦和资产和永安国富,这两家的策略并非主观多头,而是宏观策略,且早期以期货投资起家。此外,另一家宏观对冲私募乐瑞资产,规模也超300亿元。\n纵观300亿以上规模的私募,有两家机构的蹿升速度最快。\n一个是檀真投资,成立于2017年,是正心谷资本旗下专注二级投资的机构。正心谷的创始人林利军,系汇添富基金的首任总经理。\n与高瓴旗下的礼仁投资一样,二者都是在2020年大力募资,规模快速滚雪球。此外,正心谷与高瓴均是采取“一二级联动”的私募。\n另一个火速蹿升的私募是衍复投资。这家私募成立于2019年末,创始人高亢曾任职于头部量化机构锐天投资,之后携团队离开与锐天“分家”。成立不足一年,规模就突破百亿,截至目前突破300亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330133564,"gmtCreate":1608553337158,"gmtModify":1703735368145,"author":{"id":"3490179308042484","authorId":"3490179308042484","name":"陈猛自动化专用","avatar":"https://static.tigerbbs.com/0728a76fe6478353bfbc3a269b396e96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490179308042484","idStr":"3490179308042484"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330133564","repostId":"972657664","repostType":1,"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330133299,"gmtCreate":1608553329411,"gmtModify":1703735367798,"author":{"id":"3490179308042484","authorId":"3490179308042484","name":"陈猛自动化专用","avatar":"https://static.tigerbbs.com/0728a76fe6478353bfbc3a269b396e96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490179308042484","idStr":"3490179308042484"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330133299","repostId":"972657664","repostType":1,"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394231483,"gmtCreate":1608035535642,"gmtModify":1703850758904,"author":{"id":"3490179308042484","authorId":"3490179308042484","name":"陈猛自动化专用","avatar":"https://static.tigerbbs.com/0728a76fe6478353bfbc3a269b396e96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490179308042484","idStr":"3490179308042484"},"themes":[],"htmlText":"666[财迷] 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href=\"https://laohu8.com/NW/1102819986\" target=\"_blank\">得意</a>] [得意] [得意] [得意] [难过] [难过] [难过] [难过] [难过] [难过] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] ","text":"咳咳[得意] [得意] [得意] [得意得意] [得意] [得意] [得意] [难过] [难过] [难过] [难过] [难过] [难过] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/301323264","isVote":1,"tweetType":1,"viewCount":1567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983222865,"gmtCreate":1583291640657,"gmtModify":1704349365487,"author":{"id":"3490179308042484","authorId":"3490179308042484","name":"陈猛自动化专用","avatar":"https://static.tigerbbs.com/0728a76fe6478353bfbc3a269b396e96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490179308042484","idStr":"3490179308042484"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/983222865","repostId":"983260115","repostType":1,"repost":{"id":983260115,"gmtCreate":1583285251481,"gmtModify":1704349342975,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"丫丫港股圈","avatar":"https://static.tigerbbs.com/f71230774f6081dd8737bd2f96066105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465782205567474","idStr":"3465782205567474"},"themes":[],"title":"美股暴力反弹后,What’s next ?","htmlText":"2月27日,全球指数纷纷跳水,道指、标普、纳指都下跌4%以上,道指狂泄1000点。 纳斯达克指数单周暴跌10%,下跌幅度仅次于金融危机最恐慌时的两次急挫。 其实,从2019年下半年以来,在宽松的预期下,全球指数就开启了新一轮的上涨。疫情危机从逻辑上来说,并没有影响到长期预期。 所以美联储一出来喊话,指数又迅速企稳,周一晚还创下了历史上单日反弹很多点数的纪录。被骗下车的投资者纷纷惊呼:卧槽!无情! 但是美股是不是就这样就见底了?从公司的盈利和估值来看,现在又是不是一个很好的上车机会? 面对情绪起伏不定的市场先生,现在的美股市场,到底是机会还是陷阱呢? 过往调整的时间 股票研究,尤其是指数的走势,其实就是一个不断总结过去,并期望未来会发生同样事情来让我们获利的游戏。我们不妨翻开美股的历史,看看市场先生喜欢什么套路。 从历史数据来看,美股近二十年有过几次明显的回撤。 幅度最大的是2008年金融危机。 从2007年10月份顶峰计算,整个触底过程耗时1年5个月,到2009年3月份才到达底部。 当时的资本市场面对着严重的流动性危机,不断有公司倒闭。纳指在这个过程中下跌了50%,不可谓不惨烈。后续花了两年时间,纳斯达克才在2011年回到2007年的峰值水平。 接下来幅度比较大时期的还有2015年-2016年。 这两年中国在经历严重的股灾,同年特朗普上台。 这段时期,纳斯达克有过两次10%以上的回撤,分别用了1个月和2个月时间触底。整个下挫耗时一年,然后开启了新一轮上涨,2017年,纳指上涨30%。 接下来还有2011年8月份的急挫,纳指花了3个月时间筑底,最大回撤幅度13%。 其他大大小小的回撤还有很多,比如说2018年10月-12月、2010年5-7月,都有过20%左右幅度的回撤,这些回撤都在3个月左右筑底,然后又开始新一轮上涨。 所以,仅仅从近二十年的指数数据来看,美股的筑底期大概在","listText":"2月27日,全球指数纷纷跳水,道指、标普、纳指都下跌4%以上,道指狂泄1000点。 纳斯达克指数单周暴跌10%,下跌幅度仅次于金融危机最恐慌时的两次急挫。 其实,从2019年下半年以来,在宽松的预期下,全球指数就开启了新一轮的上涨。疫情危机从逻辑上来说,并没有影响到长期预期。 所以美联储一出来喊话,指数又迅速企稳,周一晚还创下了历史上单日反弹很多点数的纪录。被骗下车的投资者纷纷惊呼:卧槽!无情! 但是美股是不是就这样就见底了?从公司的盈利和估值来看,现在又是不是一个很好的上车机会? 面对情绪起伏不定的市场先生,现在的美股市场,到底是机会还是陷阱呢? 过往调整的时间 股票研究,尤其是指数的走势,其实就是一个不断总结过去,并期望未来会发生同样事情来让我们获利的游戏。我们不妨翻开美股的历史,看看市场先生喜欢什么套路。 从历史数据来看,美股近二十年有过几次明显的回撤。 幅度最大的是2008年金融危机。 从2007年10月份顶峰计算,整个触底过程耗时1年5个月,到2009年3月份才到达底部。 当时的资本市场面对着严重的流动性危机,不断有公司倒闭。纳指在这个过程中下跌了50%,不可谓不惨烈。后续花了两年时间,纳斯达克才在2011年回到2007年的峰值水平。 接下来幅度比较大时期的还有2015年-2016年。 这两年中国在经历严重的股灾,同年特朗普上台。 这段时期,纳斯达克有过两次10%以上的回撤,分别用了1个月和2个月时间触底。整个下挫耗时一年,然后开启了新一轮上涨,2017年,纳指上涨30%。 接下来还有2011年8月份的急挫,纳指花了3个月时间筑底,最大回撤幅度13%。 其他大大小小的回撤还有很多,比如说2018年10月-12月、2010年5-7月,都有过20%左右幅度的回撤,这些回撤都在3个月左右筑底,然后又开始新一轮上涨。 所以,仅仅从近二十年的指数数据来看,美股的筑底期大概在","text":"2月27日,全球指数纷纷跳水,道指、标普、纳指都下跌4%以上,道指狂泄1000点。 纳斯达克指数单周暴跌10%,下跌幅度仅次于金融危机最恐慌时的两次急挫。 其实,从2019年下半年以来,在宽松的预期下,全球指数就开启了新一轮的上涨。疫情危机从逻辑上来说,并没有影响到长期预期。 所以美联储一出来喊话,指数又迅速企稳,周一晚还创下了历史上单日反弹很多点数的纪录。被骗下车的投资者纷纷惊呼:卧槽!无情! 但是美股是不是就这样就见底了?从公司的盈利和估值来看,现在又是不是一个很好的上车机会? 面对情绪起伏不定的市场先生,现在的美股市场,到底是机会还是陷阱呢? 过往调整的时间 股票研究,尤其是指数的走势,其实就是一个不断总结过去,并期望未来会发生同样事情来让我们获利的游戏。我们不妨翻开美股的历史,看看市场先生喜欢什么套路。 从历史数据来看,美股近二十年有过几次明显的回撤。 幅度最大的是2008年金融危机。 从2007年10月份顶峰计算,整个触底过程耗时1年5个月,到2009年3月份才到达底部。 当时的资本市场面对着严重的流动性危机,不断有公司倒闭。纳指在这个过程中下跌了50%,不可谓不惨烈。后续花了两年时间,纳斯达克才在2011年回到2007年的峰值水平。 接下来幅度比较大时期的还有2015年-2016年。 这两年中国在经历严重的股灾,同年特朗普上台。 这段时期,纳斯达克有过两次10%以上的回撤,分别用了1个月和2个月时间触底。整个下挫耗时一年,然后开启了新一轮上涨,2017年,纳指上涨30%。 接下来还有2011年8月份的急挫,纳指花了3个月时间筑底,最大回撤幅度13%。 其他大大小小的回撤还有很多,比如说2018年10月-12月、2010年5-7月,都有过20%左右幅度的回撤,这些回撤都在3个月左右筑底,然后又开始新一轮上涨。 所以,仅仅从近二十年的指数数据来看,美股的筑底期大概在","images":[{"img":"https://static.tigerbbs.com/9a67b33c7281aaddbb683fa241534cfe"},{"img":"https://static.tigerbbs.com/9b9700f2de2aaddd48c421aec7e7a5b0"},{"img":"https://static.tigerbbs.com/d2165ec9a4bf22d6a8d54e68116da10a"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/983260115","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":35,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3490179308042484","authorId":"3490179308042484","name":"陈猛自动化专用","avatar":"https://static.tigerbbs.com/0728a76fe6478353bfbc3a269b396e96","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3490179308042484","idStr":"3490179308042484"},"content":"过去数周债券市场动荡剧烈。市场担心巨额货币和财政刺激将推动美国经济反弹,推高通胀水平,最终迫使美联储在更早的时间点加息。美国强劲的零售和制造业数据、大宗商品价格飙升以及美国和英国在疫苗接种方面取得的进展都支持这一论点。受此影响,美债价格持续下跌,收益率持续上行。过去数周债券市场动荡剧烈。市场担心巨额货币和财政刺激将推动美国经济反弹,推高通胀水平,最终迫使美联储在更早的时","text":"过去数周债券市场动荡剧烈。市场担心巨额货币和财政刺激将推动美国经济反弹,推高通胀水平,最终迫使美联储在更早的时间点加息。美国强劲的零售和制造业数据、大宗商品价格飙升以及美国和英国在疫苗接种方面取得的进展都支持这一论点。受此影响,美债价格持续下跌,收益率持续上行。过去数周债券市场动荡剧烈。市场担心巨额货币和财政刺激将推动美国经济反弹,推高通胀水平,最终迫使美联储在更早的时","html":"过去数周债券市场动荡剧烈。市场担心巨额货币和财政刺激将推动美国经济反弹,推高通胀水平,最终迫使美联储在更早的时间点加息。美国强劲的零售和制造业数据、大宗商品价格飙升以及美国和英国在疫苗接种方面取得的进展都支持这一论点。受此影响,美债价格持续下跌,收益率持续上行。过去数周债券市场动荡剧烈。市场担心巨额货币和财政刺激将推动美国经济反弹,推高通胀水平,最终迫使美联储在更早的时"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}