凉拌苦菊的个人主页 - 老虎社区

凉拌苦菊

凉拌苦菊

追击者

IP属地：北京

27关注

19粉丝

1主题

0勋章

09-30

$小米集团-W(01810)$ 垃圾

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2021-03-28

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腾讯音乐、爱奇艺和唯品会误差在2%内的同步暴跌，&nbsp;动不动闪崩10%以上的资本巨兽，仿佛一只无形的手在背后，推动着中概整个板块的崩塌。 直到一条朋友圈截图在微信群中流传，我才意识到，这可能是个载入史册级别的大瓜。 伪造一张截图很容易，但点赞的名字有两位大佬引起了我的注意——就算是假的，复刻程度到这个程度，那么创作者也是对资本圈极其了解的。 马自铭：雪湖资本创始人，给实习生开6万月薪，孙宏斌儿子也曾在雪湖实习。 温天立：最大中概股研究机构蓝莲花创始人，原华兴资本研究部老大。 随着事件的进一步发酵，背后正主浮出了水面——就是他，Bill Hwang，这个神似岳云鹏的香港男人。 据圈内消息，他的基金净资产峰值高达150亿美金，杠杆比例长期维持在3~4，所以总资产达到了骇人听闻的800亿美金。 这位大佬行事风格勇猛，这么大的盘子，重仓股却以中盘股为主，其中包括Viacom（~20%）、探索频道、跟谁学、腾讯音乐、百度、悦刻等。 结果最近，三个灰犀牛事件如冥冥天意般，击中了他的持仓，一是Viacom大规模增发，二是国家打击校外培训（跟谁学），三是电子烟参照卷烟管理（悦刻）。<a href=\"https://laohu8.com/S/VIAB\">$维亚康姆(VIAB)$</a> <a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> <a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a> 坦率来讲，第一件的量级完全无法和二、三比，但满招损，谦受益，当股价处在高位时，一根小小的稻草就能导致一场风暴——结果就是，这三只重仓股都在最近有过单日暴跌30%以上。 我们假设这三只股票占了他持仓的25%，谨慎按回调50%的幅度计算","listText":"这几天的中概股，走的很灵异——稍微有一些炒股经验的人，应该都能感知到。 腾讯音乐、爱奇艺和唯品会误差在2%内的同步暴跌，&nbsp;动不动闪崩10%以上的资本巨兽，仿佛一只无形的手在背后，推动着中概整个板块的崩塌。 直到一条朋友圈截图在微信群中流传，我才意识到，这可能是个载入史册级别的大瓜。 伪造一张截图很容易，但点赞的名字有两位大佬引起了我的注意——就算是假的，复刻程度到这个程度，那么创作者也是对资本圈极其了解的。 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