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山水畅游
2021-11-08
$特斯拉(TSLA)$
我在这立个帖子,如果你因为这个消息下车了,你账户里的特斯拉以后只会越来越少,基于我持有特斯拉两年半的经验
山水畅游
2021-11-09
19年9月底那个时候我有相当于拆股后13000多股特斯拉,那个时候因为一次财报前的“不看好”卖出了4000股,然后在20年的四月份又因为所谓的全球市经济大萧条”又卖出了4000股,从那之后我知道了一个道理永远不要预测市场,只要安心的和一家好公司往前面走就可以了
山水畅游
2021-11-16
$特斯拉(TSLA)$
我有一个推测他可能是通过卖现在手里的老股票做空把价格故意砸下去(现在可以确定了根本不是为了什么缴税才以这种方式卖股票,因为有能够既减少股价大幅波动又能套现的办法)然后用获得的大量现金迅速买入低价的股票做多等待升值?等价格高到他满意的时候再用特斯拉奖励他的期权行权?他这么做的逻辑是什么呢?有什么好处呢
山水畅游
2021-11-16
$特斯拉(TSLA)$
想想也挺讽刺是特斯拉的老板成了最大的空头,前无古人后无来者
山水畅游
2021-12-23
$特斯拉(TSLA)$
我怎么总有种感觉得今天这股价会出乎大多数人预料
山水畅游
2020-12-24
$阿里巴巴(BABA)$
其实如果你真的看好这个公司又是长线投资最好是不要卖出,咱们回头看看这两年从18年阿里巴巴,腾讯因为中美贸易战阿里190跌倒130腾讯从480跌倒277,京东因为那个娘们从42跌到19,又经过了年初的股灾,最后不都挺过来了而且一个比一个涨得高,这个公司初期经历的风浪其实比这次大的多,都是生死攸关的最后也都挺过来了,马云还是有本事的,国家也不会真把这公司拆了,那不成了鹬蚌相争便宜了美国人
山水畅游
2019-03-19
$特斯拉(TSLA)$管你东南西北风,我就认准将来是电动车天下,这公司以前能在围追堵截夹缝中走到今天,将来只能更加光明
山水畅游
2021-11-19
$阿里巴巴(BABA)$
在百度和阿里上损失不小,两年半910万港币本金目前浮亏240万
山水畅游
2020-12-25
$阿里巴巴(BABA)$
说实话有那么一点不爽,不过长线无所谓,只不过咱是把阿里今年的利润让机构们给老子保管着,明年今天连本带利的再给爷还回来[美金] 价格不会低于350立贴为证
山水畅游
2020-03-24
$特斯拉(TSLA)$
嗯
山水畅游
2021-10-27
$特斯拉(TSLA)$
这么说吧1000是稳了年底上看1200
山水畅游
2022-03-29
$特斯拉(TSLA)$
开盘的大单卖出是谁
山水畅游
2021-11-03
$特斯拉(TSLA)$
老马这凉水浇的真够准的,高涨的情绪直接熄火
山水畅游
2020-04-03
$特斯拉(TSLA)$
从长线看现在的标普其实差不多可以买了,可是人们确总执迷于抄底,就像一个月大家前都觉得它远没到顶
山水畅游
2022-05-10
$特斯拉(TSLA)$
五月底六月初580,年底大概率会到1300立帖为证
山水畅游
2020-12-25
$阿里巴巴(BABA)$
太多人抄底了
山水畅游
2019-03-08
$特斯拉(TSLA)$今儿这怪物换手率怎么这么高?庄家在慢慢出货?
山水畅游
2022-05-11
$特斯拉(TSLA)$
两年时间真快,当年买特斯拉的小伙伴们都怎么样了,我还是当时那个观点,差不多了就进货
山水畅游
2021-11-17
$特斯拉(TSLA)$
有道理
山水畅游
2020-03-12
$特斯拉(TSLA)$
一个疑问?这张图显示股价是跌的,可是大,中,小订单全显示资金流入,谁懂这是怎么回事?这个事儿从去年就一直困惑着我,哪位懂?可以科普下吗谢谢!
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13:39","market":"hk","language":"zh","title":"一图说 | 投资大佬段永平第4次抄底腾讯!未来股价能否受益?","url":"https://stock-news.laohu8.com/highlight/detail?id=2256614070","media":"老虎资讯综合","summary":"段永平表示:自己对腾讯的投入不到1%,不算实质性投入,透露自己还有加仓的可能性。伴随着腾讯近日股价一路走低并跌破300港元,投资大佬段永平第4次买入腾讯ADR,共计涉资373.7万美元。从腾讯走势看,","content":"<html><head></head><body><blockquote>段永平表示:自己对腾讯的投入不到1%,不算实质性投入,透露自己还有加仓的可能性。</blockquote><p>伴随着腾讯近日股价一路走低并跌破300港元,投资大佬段永平第4次买入腾讯ADR,共计涉资373.7万美元。从腾讯走势看,在其买入后,股价都会在未来几日有冲高动作,这次走势能否复制,让我们拭目以待!<img src=\"https://static.tigerbbs.com/98bcad1e362134bbae5721d5dce9efb1\" tg-width=\"1507\" tg-height=\"1343\" referrerpolicy=\"no-referrer\"/>8月1日,知名投资者段永平在社交媒体表示,以37.37美元的价格买入了10万股腾讯控股ADR。截止目前,段永平已进行四次抄底腾讯。最早从今年2月份开始,当时以53.5美元的价格购买了10万股腾讯ADR,成交总金额约为535万美元。<img src=\"https://static.tigerbbs.com/a8935d1ea9b9b614b80081b78dca4e19\" tg-width=\"1024\" tg-height=\"1115\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>截止美股收盘,腾讯控股(ADR)下跌3.47%,报收37.32美元。</p><p><img src=\"https://static.tigerbbs.com/a8e784c383cf4ae88a3769bae0fff203\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>对于腾讯控股的喜爱,不光只有段永平,公募基金也持有大量的仓位。据近日多家基金公司二季度报,公募基金对美团和腾讯控股的重仓持股规模都超过了200亿元。其中,美团被持有329亿元,较上期的持有市值也翻了近一倍,<b>腾讯的持股总市值为207.47亿元,较一季度的208.58亿元略有减少</b>,但仍是公募基金的南向最爱买的个股之一。</p><p><b>机构称下半年修复确定性较高,多数券商仍旧维持了腾讯的”买入“评级</b></p><p>信达证券指出,预计腾讯控股 22Q2 营收 1341 亿元,同比下降 3%,环比下降 1%;毛利率42%,同比下降 3.4pct,环比下降 0.1pct;Non-IFRS 净利润 252 亿元,同比下降 26%,Non-IFRS 净利率 18.8%,同比下降 5.8pct,环比下降 0.1pct。</p><p>信达还指出腾讯22Q2业绩相对承压,主要由于疫情在部分区域爆发导致核心业务参与方的消费意愿不足所致,预计游戏及广告业务在下半年均有望实现逐步复苏。</p><p>中信证券研报称,随着外部环境逐步稳定、视频号商业化加速、游戏新产品陆续上线,腾讯营收有望在二季度逐步回升。同时,持续优化成本结构将有利于利润释放。</p><p>瑞银分析称,保持对腾讯未来几年的收入呈低双位数增长预测,但预计盈利增长为近收入的两倍,主要由于高毛利分部市场的高速增长及更好的成本控制。目标价为420港元。</p><p>中金则维持腾讯“中性”评级,研报中称,预计今年次季收入同比下降3%至1339亿元人民币(下同),经调整净利润同比下降20%至273亿元。另下调今明两年收入预测1%/2%至5721亿元和6357亿元,下调今年经调整净利润4%至1162亿元,目标价下调4%至410港元。</p><blockquote><b>腾讯股价跌回5年前,公司大规模回购能否“挽救”股价?</b></blockquote><p>就在一年多前,腾讯股价一度创出新高。最近两年受到反垄断、限制未成年人网络游戏等监管政策、新冠疫情以及第一大股东减持等多重因素叠加影响,腾讯股价不断下行,迄今已距离最高点出现腰斩。</p><p><img src=\"https://static.tigerbbs.com/c3f0c826190e1d34fe73b7b18e7f845d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>在股价拖沓的背后,腾讯的财务数据确实在放缓。腾讯控股2021年非国际财务报告准则下的本公司权益持有人应占盈利(可以理解为扣除投资收益等非经常性损益的净利润)为1237.88亿元,同比增长仅为1%,业绩增速为近年来最低的一次。但与2017年相比,腾讯的扣非净利润也有近一倍的增长。</p><p>腾讯的估值也已经回落到20倍附近,与传统制造业的估值相仿。腾讯的护城河变浅了吗?它的未来在哪里?悲观者看到了腾讯股价过去五年不涨,而乐观者看到的是以极低的价格买入最优质公司的机会。</p><p><b>大规模回购正在展开</b></p><p>6月27日,腾讯第一大股东Prosus及Naspers宣布,将开始有序地场内出售Naspers集团所持腾讯股份,所获资金将支持Prosus及Naspers的股份回购计划。</p><p>在第一大股东宣布减持的同时,腾讯就展开了每天规模约为3亿元的股份回购。公告显示,6月28日腾讯回购股份83万股,此后的12个交易日中均保持相似的回购规模,这批回购的总规模已经达到39亿元。腾讯控股则在今年以来共计回购约100.1亿港元。</p><p>数据统计还显示,此前腾讯回购股份的年份主要为2018年、2019年、2021年。2018年累计耗资8.87亿港元,2019年累计耗资11.61亿港元,2021年累计耗资约26亿港元。</p><p>腾讯的回购力度正在增强,但与国际知名IT公司相比依然不够。巴菲特当前的第一大重仓股苹果公司,自2012年一季报以来,共使用了4500亿美金回购了38%的股份;META在过去五年时间中回购了约700亿美金的股票,微软则在过去五年回购了约870亿美元股票。</p><p>分析人士认为,回购并注销是实实在在提升市场信心,进而提升股东回报的行为。正如巴菲特所说,公司整体的业务增长率并不重要,重要的是每股收益增长率,回购并注销就像把一张比萨少分几份,如果公司的股票可以低价回购,那么每块比萨上分到的奶酪就会更多。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\n一图说 | 投资大佬段永平第4次抄底腾讯!未来股价能否受益?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" 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\">2022-08-02 13:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>段永平表示:自己对腾讯的投入不到1%,不算实质性投入,透露自己还有加仓的可能性。</blockquote><p>伴随着腾讯近日股价一路走低并跌破300港元,投资大佬段永平第4次买入腾讯ADR,共计涉资373.7万美元。从腾讯走势看,在其买入后,股价都会在未来几日有冲高动作,这次走势能否复制,让我们拭目以待!<img src=\"https://static.tigerbbs.com/98bcad1e362134bbae5721d5dce9efb1\" tg-width=\"1507\" tg-height=\"1343\" referrerpolicy=\"no-referrer\"/>8月1日,知名投资者段永平在社交媒体表示,以37.37美元的价格买入了10万股腾讯控股ADR。截止目前,段永平已进行四次抄底腾讯。最早从今年2月份开始,当时以53.5美元的价格购买了10万股腾讯ADR,成交总金额约为535万美元。<img src=\"https://static.tigerbbs.com/a8935d1ea9b9b614b80081b78dca4e19\" tg-width=\"1024\" tg-height=\"1115\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>截止美股收盘,腾讯控股(ADR)下跌3.47%,报收37.32美元。</p><p><img src=\"https://static.tigerbbs.com/a8e784c383cf4ae88a3769bae0fff203\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>对于腾讯控股的喜爱,不光只有段永平,公募基金也持有大量的仓位。据近日多家基金公司二季度报,公募基金对美团和腾讯控股的重仓持股规模都超过了200亿元。其中,美团被持有329亿元,较上期的持有市值也翻了近一倍,<b>腾讯的持股总市值为207.47亿元,较一季度的208.58亿元略有减少</b>,但仍是公募基金的南向最爱买的个股之一。</p><p><b>机构称下半年修复确定性较高,多数券商仍旧维持了腾讯的”买入“评级</b></p><p>信达证券指出,预计腾讯控股 22Q2 营收 1341 亿元,同比下降 3%,环比下降 1%;毛利率42%,同比下降 3.4pct,环比下降 0.1pct;Non-IFRS 净利润 252 亿元,同比下降 26%,Non-IFRS 净利率 18.8%,同比下降 5.8pct,环比下降 0.1pct。</p><p>信达还指出腾讯22Q2业绩相对承压,主要由于疫情在部分区域爆发导致核心业务参与方的消费意愿不足所致,预计游戏及广告业务在下半年均有望实现逐步复苏。</p><p>中信证券研报称,随着外部环境逐步稳定、视频号商业化加速、游戏新产品陆续上线,腾讯营收有望在二季度逐步回升。同时,持续优化成本结构将有利于利润释放。</p><p>瑞银分析称,保持对腾讯未来几年的收入呈低双位数增长预测,但预计盈利增长为近收入的两倍,主要由于高毛利分部市场的高速增长及更好的成本控制。目标价为420港元。</p><p>中金则维持腾讯“中性”评级,研报中称,预计今年次季收入同比下降3%至1339亿元人民币(下同),经调整净利润同比下降20%至273亿元。另下调今明两年收入预测1%/2%至5721亿元和6357亿元,下调今年经调整净利润4%至1162亿元,目标价下调4%至410港元。</p><blockquote><b>腾讯股价跌回5年前,公司大规模回购能否“挽救”股价?</b></blockquote><p>就在一年多前,腾讯股价一度创出新高。最近两年受到反垄断、限制未成年人网络游戏等监管政策、新冠疫情以及第一大股东减持等多重因素叠加影响,腾讯股价不断下行,迄今已距离最高点出现腰斩。</p><p><img src=\"https://static.tigerbbs.com/c3f0c826190e1d34fe73b7b18e7f845d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>在股价拖沓的背后,腾讯的财务数据确实在放缓。腾讯控股2021年非国际财务报告准则下的本公司权益持有人应占盈利(可以理解为扣除投资收益等非经常性损益的净利润)为1237.88亿元,同比增长仅为1%,业绩增速为近年来最低的一次。但与2017年相比,腾讯的扣非净利润也有近一倍的增长。</p><p>腾讯的估值也已经回落到20倍附近,与传统制造业的估值相仿。腾讯的护城河变浅了吗?它的未来在哪里?悲观者看到了腾讯股价过去五年不涨,而乐观者看到的是以极低的价格买入最优质公司的机会。</p><p><b>大规模回购正在展开</b></p><p>6月27日,腾讯第一大股东Prosus及Naspers宣布,将开始有序地场内出售Naspers集团所持腾讯股份,所获资金将支持Prosus及Naspers的股份回购计划。</p><p>在第一大股东宣布减持的同时,腾讯就展开了每天规模约为3亿元的股份回购。公告显示,6月28日腾讯回购股份83万股,此后的12个交易日中均保持相似的回购规模,这批回购的总规模已经达到39亿元。腾讯控股则在今年以来共计回购约100.1亿港元。</p><p>数据统计还显示,此前腾讯回购股份的年份主要为2018年、2019年、2021年。2018年累计耗资8.87亿港元,2019年累计耗资11.61亿港元,2021年累计耗资约26亿港元。</p><p>腾讯的回购力度正在增强,但与国际知名IT公司相比依然不够。巴菲特当前的第一大重仓股苹果公司,自2012年一季报以来,共使用了4500亿美金回购了38%的股份;META在过去五年时间中回购了约700亿美金的股票,微软则在过去五年回购了约870亿美元股票。</p><p>分析人士认为,回购并注销是实实在在提升市场信心,进而提升股东回报的行为。正如巴菲特所说,公司整体的业务增长率并不重要,重要的是每股收益增长率,回购并注销就像把一张比萨少分几份,如果公司的股票可以低价回购,那么每块比萨上分到的奶酪就会更多。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"BK1517":"云办公","BK1608":"元宇宙概念","BK1502":"双十一","00700":"腾讯控股","BK1516":"腾讯概念","BK1531":"手游股","BK1526":"科网股","BK1591":"就地过年概念","BK1095":"互动媒体与服务","BK1589":"北水核心资产","TCEHY":"腾讯控股ADR","BK1521":"挪威政府全球养老基金持仓","BK4077":"互动媒体与服务","BK1586":"云计算"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256614070","content_text":"段永平表示:自己对腾讯的投入不到1%,不算实质性投入,透露自己还有加仓的可能性。伴随着腾讯近日股价一路走低并跌破300港元,投资大佬段永平第4次买入腾讯ADR,共计涉资373.7万美元。从腾讯走势看,在其买入后,股价都会在未来几日有冲高动作,这次走势能否复制,让我们拭目以待!8月1日,知名投资者段永平在社交媒体表示,以37.37美元的价格买入了10万股腾讯控股ADR。截止目前,段永平已进行四次抄底腾讯。最早从今年2月份开始,当时以53.5美元的价格购买了10万股腾讯ADR,成交总金额约为535万美元。截止美股收盘,腾讯控股(ADR)下跌3.47%,报收37.32美元。对于腾讯控股的喜爱,不光只有段永平,公募基金也持有大量的仓位。据近日多家基金公司二季度报,公募基金对美团和腾讯控股的重仓持股规模都超过了200亿元。其中,美团被持有329亿元,较上期的持有市值也翻了近一倍,腾讯的持股总市值为207.47亿元,较一季度的208.58亿元略有减少,但仍是公募基金的南向最爱买的个股之一。机构称下半年修复确定性较高,多数券商仍旧维持了腾讯的”买入“评级信达证券指出,预计腾讯控股 22Q2 营收 1341 亿元,同比下降 3%,环比下降 1%;毛利率42%,同比下降 3.4pct,环比下降 0.1pct;Non-IFRS 净利润 252 亿元,同比下降 26%,Non-IFRS 净利率 18.8%,同比下降 5.8pct,环比下降 0.1pct。信达还指出腾讯22Q2业绩相对承压,主要由于疫情在部分区域爆发导致核心业务参与方的消费意愿不足所致,预计游戏及广告业务在下半年均有望实现逐步复苏。中信证券研报称,随着外部环境逐步稳定、视频号商业化加速、游戏新产品陆续上线,腾讯营收有望在二季度逐步回升。同时,持续优化成本结构将有利于利润释放。瑞银分析称,保持对腾讯未来几年的收入呈低双位数增长预测,但预计盈利增长为近收入的两倍,主要由于高毛利分部市场的高速增长及更好的成本控制。目标价为420港元。中金则维持腾讯“中性”评级,研报中称,预计今年次季收入同比下降3%至1339亿元人民币(下同),经调整净利润同比下降20%至273亿元。另下调今明两年收入预测1%/2%至5721亿元和6357亿元,下调今年经调整净利润4%至1162亿元,目标价下调4%至410港元。腾讯股价跌回5年前,公司大规模回购能否“挽救”股价?就在一年多前,腾讯股价一度创出新高。最近两年受到反垄断、限制未成年人网络游戏等监管政策、新冠疫情以及第一大股东减持等多重因素叠加影响,腾讯股价不断下行,迄今已距离最高点出现腰斩。在股价拖沓的背后,腾讯的财务数据确实在放缓。腾讯控股2021年非国际财务报告准则下的本公司权益持有人应占盈利(可以理解为扣除投资收益等非经常性损益的净利润)为1237.88亿元,同比增长仅为1%,业绩增速为近年来最低的一次。但与2017年相比,腾讯的扣非净利润也有近一倍的增长。腾讯的估值也已经回落到20倍附近,与传统制造业的估值相仿。腾讯的护城河变浅了吗?它的未来在哪里?悲观者看到了腾讯股价过去五年不涨,而乐观者看到的是以极低的价格买入最优质公司的机会。大规模回购正在展开6月27日,腾讯第一大股东Prosus及Naspers宣布,将开始有序地场内出售Naspers集团所持腾讯股份,所获资金将支持Prosus及Naspers的股份回购计划。在第一大股东宣布减持的同时,腾讯就展开了每天规模约为3亿元的股份回购。公告显示,6月28日腾讯回购股份83万股,此后的12个交易日中均保持相似的回购规模,这批回购的总规模已经达到39亿元。腾讯控股则在今年以来共计回购约100.1亿港元。数据统计还显示,此前腾讯回购股份的年份主要为2018年、2019年、2021年。2018年累计耗资8.87亿港元,2019年累计耗资11.61亿港元,2021年累计耗资约26亿港元。腾讯的回购力度正在增强,但与国际知名IT公司相比依然不够。巴菲特当前的第一大重仓股苹果公司,自2012年一季报以来,共使用了4500亿美金回购了38%的股份;META在过去五年时间中回购了约700亿美金的股票,微软则在过去五年回购了约870亿美元股票。分析人士认为,回购并注销是实实在在提升市场信心,进而提升股东回报的行为。正如巴菲特所说,公司整体的业务增长率并不重要,重要的是每股收益增长率,回购并注销就像把一张比萨少分几份,如果公司的股票可以低价回购,那么每块比萨上分到的奶酪就会更多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686087525,"gmtCreate":1657893148070,"gmtModify":1704868656152,"author":{"id":"3493545859869751","authorId":"3493545859869751","name":"山水畅游","avatar":"https://static.tigerbbs.com/abb1077ff79e3cab1d625b09a15ad7b7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493545859869751","authorIdStr":"3493545859869751"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>因为上海公安局10亿公民数据阿里云上泄露一事被政府约谈","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>因为上海公安局10亿公民数据阿里云上泄露一事被政府约谈","text":"$阿里巴巴(BABA)$因为上海公安局10亿公民数据阿里云上泄露一事被政府约谈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/686087525","isVote":1,"tweetType":1,"viewCount":2565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612860905,"gmtCreate":1652269297907,"gmtModify":1652269297907,"author":{"id":"3493545859869751","authorId":"3493545859869751","name":"山水畅游","avatar":"https://static.tigerbbs.com/abb1077ff79e3cab1d625b09a15ad7b7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493545859869751","authorIdStr":"3493545859869751"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>两年时间真快,当年买特斯拉的小伙伴们都怎么样了,我还是当时那个观点,差不多了就进货","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>两年时间真快,当年买特斯拉的小伙伴们都怎么样了,我还是当时那个观点,差不多了就进货","text":"$特斯拉(TSLA)$两年时间真快,当年买特斯拉的小伙伴们都怎么样了,我还是当时那个观点,差不多了就进货","images":[{"img":"https://static.tigerbbs.com/a8b077083834448197c6cacc929e790f","width":"1152","height":"2376"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/612860905","isVote":1,"tweetType":1,"viewCount":3755,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561013805385550","authorId":"3561013805385550","name":"文培66","avatar":"https://static.tigerbbs.com/584f792ce54dcc79236fed36b1ac8cb8","crmLevel":1,"crmLevelSwitch":0,"idStr":"3561013805385550","authorIdStr":"3561013805385550"},"content":"这行情下买它,输的概率大于赢的概率吧","text":"这行情下买它,输的概率大于赢的概率吧","html":"这行情下买它,输的概率大于赢的概率吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":612357371,"gmtCreate":1652190231593,"gmtModify":1652190231593,"author":{"id":"3493545859869751","authorId":"3493545859869751","name":"山水畅游","avatar":"https://static.tigerbbs.com/abb1077ff79e3cab1d625b09a15ad7b7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493545859869751","authorIdStr":"3493545859869751"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>五月底六月初580,年底大概率会到1300立帖为证","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>五月底六月初580,年底大概率会到1300立帖为证","text":"$特斯拉(TSLA)$五月底六月初580,年底大概率会到1300立帖为证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/612357371","isVote":1,"tweetType":1,"viewCount":3818,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546847807113845","authorId":"3546847807113845","name":"哈哈哈怕麻烦","avatar":"https://static.tigerbbs.com/61e976d641e469172f3d4894fef6fc07","crmLevel":4,"crmLevelSwitch":0,"idStr":"3546847807113845","authorIdStr":"3546847807113845"},"content":"最近发言的都是2020年的朋友们","text":"最近发言的都是2020年的朋友们","html":"最近发言的都是2020年的朋友们"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612975636,"gmtCreate":1652158411125,"gmtModify":1652159152436,"author":{"id":"3493545859869751","authorId":"3493545859869751","name":"山水畅游","avatar":"https://static.tigerbbs.com/abb1077ff79e3cab1d625b09a15ad7b7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493545859869751","authorIdStr":"3493545859869751"},"themes":[],"htmlText":"不够宏观,只从历史数据上分析,现在低迷的因素是大科技监管整顿,动态清零,战争,中美关系紧张这四大因素导致的,只要这些威胁有长期存在的可能就很难说","listText":"不够宏观,只从历史数据上分析,现在低迷的因素是大科技监管整顿,动态清零,战争,中美关系紧张这四大因素导致的,只要这些威胁有长期存在的可能就很难说","text":"不够宏观,只从历史数据上分析,现在低迷的因素是大科技监管整顿,动态清零,战争,中美关系紧张这四大因素导致的,只要这些威胁有长期存在的可能就很难说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/612975636","repostId":"1134624075","repostType":2,"repost":{"id":"1134624075","kind":"news","pubTimestamp":1652153529,"share":"https://www.laohu8.com/m/news/1134624075?lang=&edition=full","pubTime":"2022-05-10 11:32","market":"sh","language":"zh","title":"私募魔女:10年一遇的绝对低估,A股已是干柴烈火","url":"https://stock-news.laohu8.com/highlight/detail?id=1134624075","media":"格隆汇","summary":"现在A股总体的风险溢价,是历史最高水平。","content":"<html><head></head><body><p><i>被称为私募圈“魔女”的半夏投资创始人李蓓发文称“做多A股,买入中国制造”。</i></p><p>过去一个多月,A股尤其以中证500为代表的制造业细分龙头股票,经历了融资爆仓,私募止损的被动卖盘集中宣泄,进入10年一遇的绝对低估区间。</p><p>龙战于野已经完成,吃饭行情就在现在。长期也不用太悲观。</p><p><b>熊市的四阶段</b></p><p>每一轮熊市,都会经历四个阶段:</p><p>第一阶段:少数投资者对经济和企业盈利的前景能否维持产生怀疑。过高的估值或信贷的收紧驱动产业资本的减持。边际减仓驱动的下跌。</p><p>第二阶段:经济和流动性的趋势性恶化,伴随一些长期的制度性的担心,使得投资人系统性普遍性的<b>主动避险减仓。</b></p><p>第三阶段:带止损线的资金,带杠杆的资金,资产管理的资金,因为止损、爆仓、赎回,<b>被迫抛售。</b></p><p>第四阶段:大部分投资人信心依然脆弱,盈利依然下行。但市场不再趋势下跌,转为震荡企稳。</p><p>当前的A股,已经完成了第三阶段,进入第四阶段。</p><p><b>主动减仓过程已经结束</b></p><p>公募基金已经不再主动择时。目前专业机构中,择时的主要是私募基金和保险。</p><p><b>私募基金</b></p><p>根据华润信托的统计,大样本私募基金的仓位,3月末已经下降到58.9%,而4月显然是大幅减仓的一个月,大概率私募基金仓位已经下降到50%左右,也就是历史最低水平附近。</p><p><img src=\"https://static.tigerbbs.com/251cabf7f85fd948adde28294139a757\" tg-width=\"1080\" tg-height=\"661\" referrerpolicy=\"no-referrer\"/></p><p><b>保险公司</b></p><p>保险公司的权益类持仓占比,也位于历史低位。</p><p><img src=\"https://static.tigerbbs.com/2f274aaed18eaa651b21822b330f51c7\" tg-width=\"908\" tg-height=\"1152\" referrerpolicy=\"no-referrer\"/></p><p><b>被动砍仓过程也已经结束</b></p><p><b>融资盘</b></p><p>18年的熊市,融资余额,从1万亿出头下降到7000多亿,合计下降3000多亿。</p><p>本轮,融资余额从17000多亿,下降到14000多亿,也已经下降3000多亿,下降幅度已经与18年相当。</p><p><img src=\"https://static.tigerbbs.com/326dd1b6161073a0767a4fd28c825cbb\" tg-width=\"916\" tg-height=\"1142\" referrerpolicy=\"no-referrer\"/></p><p>如果从抛售强度来看,周度的抛售已经大于700亿。大于18年最高峰,为过去5年最高水平。</p><p><img src=\"https://static.tigerbbs.com/83a445a269316c27ad180bf74afef66a\" tg-width=\"1080\" tg-height=\"947\" referrerpolicy=\"no-referrer\"/></p><p>从日度数据来看,融资抛售开始放缓,被动卖压减弱。</p><p>中小型私募基金的情况跟融资盘类似,在过去一个月,出现了较多的止损卖出。</p><p>另一个存在被动止损机制的市场参与者,是雪球的对冲盘。</p><p>雪球存量估计1000亿左右,如果假定雪球在市价轴上均匀发行,敲入价格70-80间分布,则超过一半的雪球已经敲入,对冲盘的卖出已经完成。对主要市场参与者的调研结果,与以上推论基本匹配。</p><p>新的变化是,更低的价格意味着新发雪球更加安全,从而吸引了新的雪球投资者。</p><p>无论私募,散户,大户,雪球投资人,都出现了大量的爆仓,止损,被动抛售,可谓市况惨烈。这种抛售,成就了历史最低估值,超出了最差的经济预期,超出了最悲观的情绪,它就是简单的<b>不得不卖。</b></p><p>这就是<b>龙战于野,其血玄黄。</b></p><p><b>估值到哪里了</b></p><p>现在A股总体的风险溢价,是历史最高水平。也就是说,相对于债券,A股总体估值,位于历史最低水平。</p><p><img src=\"https://static.tigerbbs.com/f596fcd2fbba0409335d10b8364a0ea9\" tg-width=\"737\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/></p><p>当然,A股内部有一些分化:</p><p>中证500指数的,无论以任何的维度(市盈率,市净率,市销率,分红收益率)来衡量,都已经是过去20年历史最低估值。沪深300和上证50指数的估值位于过去10年的中位水平,还不算低。</p><p>总体来看,机构仓位极低,爆仓止损引发的被动杀跌基本完成,市场的下跌动能几乎被耗尽。历史最低的估值,又使得市场的赔率进入极佳状态。</p><p>市场会转入易涨难跌的格局,只要略有一些正面因素,就容易出现大级别的反弹。</p><p><b>最近的变化:1,流动性显著向好</b></p><p>可能是因为担心直接降息MLF利率信号作用太强,对汇率产生较大压力。央行没有直接降MLF,使得市场一度非常失望。</p><p>但后来,央行暗暗做了很多事,比如持续投放流动性,把银行间拆解回购利率压低了一个台阶,比如更大力度的逼着银行放贷款。</p><p>于是,在国债利率波澜不惊的掩盖之下,票据,存单,信用债,贷款利率,全都下了个台阶。</p><p><img src=\"https://static.tigerbbs.com/77c954b6b08ab3a413c72945220af5b1\" tg-width=\"1080\" tg-height=\"950\" referrerpolicy=\"no-referrer\"/></p><p>票据利率更是几乎历史最低水平,年化不到2%。</p><p><img src=\"https://static.tigerbbs.com/10bdab6506a54cbb493120d7827ff0ee\" tg-width=\"1080\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p><b>不是降息,胜似降息。</b></p><p><b>最近的变化:2,人民币快速贬值改善出口企业盈利预期</b></p><p>逻辑非常简单,不用多说。</p><p><b>最近的变化:3,产业资本更加积极</b></p><p>产业资本净减持,已经降到0。过去5年最低水平附近。</p><p><img src=\"https://static.tigerbbs.com/f208dd30bcaaa332f410f0b207a4315f\" tg-width=\"1036\" tg-height=\"1005\" referrerpolicy=\"no-referrer\"/></p><p>产业资本的表现越来越积极,一方面体现了对上市公司估值水平的认可,对企业长期竞争力的认可,一方面也也是流动性宽松,产业资本不缺钱的表现。</p><p>直接面对疫情干扰的,是产业资本;直接面对产业政策压力的,也是产业资本;需要签订单,借贷款,发工资,排物流,催尾款,交税费的,都是产业资本。人家都不慌了,专业投资人没有理由比人家更慌。</p><p><b>被动抛售已经完成,机构仓位已经降到历史最低附近,一大波股票的估值也来到了历史最低附近,A股可谓干柴烈火,一触即发。而央行开始放水,产业资本不再减持。温度正在爬升,离着火点已经不远。</b></p><p>所以,即便你对长期依然悲观,只是需要一波行情解决今年的吃饭的问题,那么,这里就是<b>吃饭行情的起点。</b></p><p><b>吃饭行情吃什么?</b></p><p><b>选制造业龙头,选出口链条;</b></p><p><b>回避外资重仓,回避金融地产可选消费。</b></p><p><b>选中证500,中证1000;</b></p><p><b>回避上证50,沪深300。</b></p><p><b>从基本面的角度:</b></p><p>制造业龙头和出口链是先周期,金融和可选消费是后周期。</p><p>随着经济下滑进入后半段,原材料价格开始下跌,人民币汇率持续贬值,利率持续下行,对制造业尤其出口链条都是有利的。</p><p>而贷款利率下行,坏账上升,对金融的影响逐渐显现出来。商务活动的下滑,财富效应和收入预期的下降,对可选消费的影响,也会逐渐显现出来。</p><p>至于地产,预期走得已经太靠前,而现实年内不会改善。更大的周期来看,地产应该是大周期顶部,再也回不到从前。</p><p><b>从投资人结构和估值的角度:</b></p><p>过去一个月的集中杀跌,主要是散户,大户,中小型私募的被迫砍仓,重灾区是中证1000和中证500,所以,这些类别的股票,估值才杀到了历史最低。</p><p><img src=\"https://static.tigerbbs.com/3c14b17f99d8c3d2f62b3c1b0f53a437\" tg-width=\"1080\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/4dab01d234a95cd66f0fd55eaf79e658\" tg-width=\"1080\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/></p><p>而外资过去一个月相当淡定,基本没有卖。从更长的周期看,过去几年积累的1.6万亿持仓,基本处于最高点,没有动。</p><p><img src=\"https://static.tigerbbs.com/a41f118d2971f4c97e82ffe13a96aaac\" tg-width=\"1080\" tg-height=\"959\" referrerpolicy=\"no-referrer\"/></p><p>外资重仓的品种,以沪深300为代表,估值水平在历史上也就是中等水平。算不上便宜。</p><p><img src=\"https://static.tigerbbs.com/9c80796954c8608849c2ad360fb9b59c\" tg-width=\"1080\" tg-height=\"429\" referrerpolicy=\"no-referrer\"/></p><p>而美国利率的上升并未结束,6月之后美联储还将开启缩表。随着美国利率的进一步上行,美元流动性的进一步收紧,当前外资重仓的这些A股,对于外资而言性价比越来越低。考虑到可能的一些国际关系的风险。逐渐减持可能是更好的选择。</p><p>碰巧的是:<b>外资重仓的品种,集中在金融和可选消费,集中在沪深300成分股。而中证500,大部分是制造业细分行业龙头。</b></p><p>中短期的吃饭行情,应该是大概率的。如果你只是做吃饭行情,不用看后面的部分。但我还是希望讨论一下,更长期的前景。</p></body></html>","source":"gelonghui_highlight","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>私募魔女:10年一遇的绝对低估,A股已是干柴烈火</title>\n<style 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}\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\">\n私募魔女:10年一遇的绝对低估,A股已是干柴烈火\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-10 11:32 北京时间 <a href=https://www.gelonghui.com/p/525985><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>被称为私募圈“魔女”的半夏投资创始人李蓓发文称“做多A股,买入中国制造”。过去一个多月,A股尤其以中证500为代表的制造业细分龙头股票,经历了融资爆仓,私募止损的被动卖盘集中宣泄,进入10年一遇的绝对低估区间。龙战于野已经完成,吃饭行情就在现在。长期也不用太悲观。熊市的四阶段每一轮熊市,都会经历四个阶段:第一阶段:少数投资者对经济和企业盈利的前景能否维持产生怀疑。过高的估值或信贷的收紧驱动产业资本...</p>\n\n<a href=\"https://www.gelonghui.com/p/525985\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0f9bb3695b7ecfeea976f0192da74bc","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://www.gelonghui.com/p/525985","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1134624075","content_text":"被称为私募圈“魔女”的半夏投资创始人李蓓发文称“做多A股,买入中国制造”。过去一个多月,A股尤其以中证500为代表的制造业细分龙头股票,经历了融资爆仓,私募止损的被动卖盘集中宣泄,进入10年一遇的绝对低估区间。龙战于野已经完成,吃饭行情就在现在。长期也不用太悲观。熊市的四阶段每一轮熊市,都会经历四个阶段:第一阶段:少数投资者对经济和企业盈利的前景能否维持产生怀疑。过高的估值或信贷的收紧驱动产业资本的减持。边际减仓驱动的下跌。第二阶段:经济和流动性的趋势性恶化,伴随一些长期的制度性的担心,使得投资人系统性普遍性的主动避险减仓。第三阶段:带止损线的资金,带杠杆的资金,资产管理的资金,因为止损、爆仓、赎回,被迫抛售。第四阶段:大部分投资人信心依然脆弱,盈利依然下行。但市场不再趋势下跌,转为震荡企稳。当前的A股,已经完成了第三阶段,进入第四阶段。主动减仓过程已经结束公募基金已经不再主动择时。目前专业机构中,择时的主要是私募基金和保险。私募基金根据华润信托的统计,大样本私募基金的仓位,3月末已经下降到58.9%,而4月显然是大幅减仓的一个月,大概率私募基金仓位已经下降到50%左右,也就是历史最低水平附近。保险公司保险公司的权益类持仓占比,也位于历史低位。被动砍仓过程也已经结束融资盘18年的熊市,融资余额,从1万亿出头下降到7000多亿,合计下降3000多亿。本轮,融资余额从17000多亿,下降到14000多亿,也已经下降3000多亿,下降幅度已经与18年相当。如果从抛售强度来看,周度的抛售已经大于700亿。大于18年最高峰,为过去5年最高水平。从日度数据来看,融资抛售开始放缓,被动卖压减弱。中小型私募基金的情况跟融资盘类似,在过去一个月,出现了较多的止损卖出。另一个存在被动止损机制的市场参与者,是雪球的对冲盘。雪球存量估计1000亿左右,如果假定雪球在市价轴上均匀发行,敲入价格70-80间分布,则超过一半的雪球已经敲入,对冲盘的卖出已经完成。对主要市场参与者的调研结果,与以上推论基本匹配。新的变化是,更低的价格意味着新发雪球更加安全,从而吸引了新的雪球投资者。无论私募,散户,大户,雪球投资人,都出现了大量的爆仓,止损,被动抛售,可谓市况惨烈。这种抛售,成就了历史最低估值,超出了最差的经济预期,超出了最悲观的情绪,它就是简单的不得不卖。这就是龙战于野,其血玄黄。估值到哪里了现在A股总体的风险溢价,是历史最高水平。也就是说,相对于债券,A股总体估值,位于历史最低水平。当然,A股内部有一些分化:中证500指数的,无论以任何的维度(市盈率,市净率,市销率,分红收益率)来衡量,都已经是过去20年历史最低估值。沪深300和上证50指数的估值位于过去10年的中位水平,还不算低。总体来看,机构仓位极低,爆仓止损引发的被动杀跌基本完成,市场的下跌动能几乎被耗尽。历史最低的估值,又使得市场的赔率进入极佳状态。市场会转入易涨难跌的格局,只要略有一些正面因素,就容易出现大级别的反弹。最近的变化:1,流动性显著向好可能是因为担心直接降息MLF利率信号作用太强,对汇率产生较大压力。央行没有直接降MLF,使得市场一度非常失望。但后来,央行暗暗做了很多事,比如持续投放流动性,把银行间拆解回购利率压低了一个台阶,比如更大力度的逼着银行放贷款。于是,在国债利率波澜不惊的掩盖之下,票据,存单,信用债,贷款利率,全都下了个台阶。票据利率更是几乎历史最低水平,年化不到2%。不是降息,胜似降息。最近的变化:2,人民币快速贬值改善出口企业盈利预期逻辑非常简单,不用多说。最近的变化:3,产业资本更加积极产业资本净减持,已经降到0。过去5年最低水平附近。产业资本的表现越来越积极,一方面体现了对上市公司估值水平的认可,对企业长期竞争力的认可,一方面也也是流动性宽松,产业资本不缺钱的表现。直接面对疫情干扰的,是产业资本;直接面对产业政策压力的,也是产业资本;需要签订单,借贷款,发工资,排物流,催尾款,交税费的,都是产业资本。人家都不慌了,专业投资人没有理由比人家更慌。被动抛售已经完成,机构仓位已经降到历史最低附近,一大波股票的估值也来到了历史最低附近,A股可谓干柴烈火,一触即发。而央行开始放水,产业资本不再减持。温度正在爬升,离着火点已经不远。所以,即便你对长期依然悲观,只是需要一波行情解决今年的吃饭的问题,那么,这里就是吃饭行情的起点。吃饭行情吃什么?选制造业龙头,选出口链条;回避外资重仓,回避金融地产可选消费。选中证500,中证1000;回避上证50,沪深300。从基本面的角度:制造业龙头和出口链是先周期,金融和可选消费是后周期。随着经济下滑进入后半段,原材料价格开始下跌,人民币汇率持续贬值,利率持续下行,对制造业尤其出口链条都是有利的。而贷款利率下行,坏账上升,对金融的影响逐渐显现出来。商务活动的下滑,财富效应和收入预期的下降,对可选消费的影响,也会逐渐显现出来。至于地产,预期走得已经太靠前,而现实年内不会改善。更大的周期来看,地产应该是大周期顶部,再也回不到从前。从投资人结构和估值的角度:过去一个月的集中杀跌,主要是散户,大户,中小型私募的被迫砍仓,重灾区是中证1000和中证500,所以,这些类别的股票,估值才杀到了历史最低。而外资过去一个月相当淡定,基本没有卖。从更长的周期看,过去几年积累的1.6万亿持仓,基本处于最高点,没有动。外资重仓的品种,以沪深300为代表,估值水平在历史上也就是中等水平。算不上便宜。而美国利率的上升并未结束,6月之后美联储还将开启缩表。随着美国利率的进一步上行,美元流动性的进一步收紧,当前外资重仓的这些A股,对于外资而言性价比越来越低。考虑到可能的一些国际关系的风险。逐渐减持可能是更好的选择。碰巧的是:外资重仓的品种,集中在金融和可选消费,集中在沪深300成分股。而中证500,大部分是制造业细分行业龙头。中短期的吃饭行情,应该是大概率的。如果你只是做吃饭行情,不用看后面的部分。但我还是希望讨论一下,更长期的前景。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616782273,"gmtCreate":1651990518792,"gmtModify":1651990518792,"author":{"id":"3493545859869751","authorId":"3493545859869751","name":"山水畅游","avatar":"https://static.tigerbbs.com/abb1077ff79e3cab1d625b09a15ad7b7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493545859869751","authorIdStr":"3493545859869751"},"themes":[],"htmlText":"丐中之王","listText":"丐中之王","text":"丐中之王","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616782273","repostId":"1144462856","repostType":2,"repost":{"id":"1144462856","kind":"news","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":1651979772,"share":"https://www.laohu8.com/m/news/1144462856?lang=&edition=full","pubTime":"2022-05-08 11:16","market":"hk","language":"zh","title":"字节跳动成立抖音集团,或在香港上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1144462856","media":"老虎资讯综合","summary":"5月8日,记者从香港公司注册处网站发现,字节跳动(香港)有限公司已更名为抖音集团(香港)有限公司,生效时间为2022年5月6日。此外,字节跳动旗下其他数个公司也陆续更名为“抖音”。据天眼查,字节跳动有","content":"<html><head></head><body><p>5月8日,记者从香港公司注册处网站发现,字节跳动(香港)有限公司已更名为抖音集团(香港)有限公司,生效时间为2022年5月6日。<img src=\"https://static.tigerbbs.com/1f72ef179398d1ab051c04861928bbda\" tg-width=\"623\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/>此外,字节跳动旗下其他数个公司也陆续更名为“抖音”。据天眼查,字节跳动有限公司更名为抖音有限公司。</p><p><img src=\"https://static.tigerbbs.com/8cc08577ea5710a4f6da31d425c4f079\" tg-width=\"761\" tg-height=\"186\" referrerpolicy=\"no-referrer\"/></p><p>据国家企业信用信息公示系统,北京字节跳动科技有限公司更名为北京抖音信息服务有限公司。</p><p><img src=\"https://static.tigerbbs.com/59ecc7823413e3f6e2ab04ec48845d43\" tg-width=\"754\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/>抖音是字节跳动旗下最为人熟知的产品,此前日活跃用户数已超过6亿。去年11月,字节跳动CEO梁汝波宣布成立六个业务板块,即抖音、大力教育、飞书、火山引擎、朝夕光年和TikTok。抖音业务板块负责该公司国内信息和服务业务的整体发展,包括抖音、今日头条、西瓜视频、搜索、百科及其他垂直服务业务。其中,抖音、今日头条这两款核心产品贡献了大部分字节跳动国内收入。</p><p>今年4月25日,字节跳动任命了新的首席财务官(CFO),将由世达国际律师事务所高级合伙人高准(JulieGao)担任。这些接连的举动被认为,该公司正重新考虑,将抖音等国内业务独立作为抖音集团赴港上市。</p></body></html>","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>字节跳动成立抖音集团,或在香港上市</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\">\n字节跳动成立抖音集团,或在香港上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" 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\">2022-05-08 11:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月8日,记者从香港公司注册处网站发现,字节跳动(香港)有限公司已更名为抖音集团(香港)有限公司,生效时间为2022年5月6日。<img src=\"https://static.tigerbbs.com/1f72ef179398d1ab051c04861928bbda\" tg-width=\"623\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/>此外,字节跳动旗下其他数个公司也陆续更名为“抖音”。据天眼查,字节跳动有限公司更名为抖音有限公司。</p><p><img src=\"https://static.tigerbbs.com/8cc08577ea5710a4f6da31d425c4f079\" tg-width=\"761\" tg-height=\"186\" referrerpolicy=\"no-referrer\"/></p><p>据国家企业信用信息公示系统,北京字节跳动科技有限公司更名为北京抖音信息服务有限公司。</p><p><img src=\"https://static.tigerbbs.com/59ecc7823413e3f6e2ab04ec48845d43\" tg-width=\"754\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/>抖音是字节跳动旗下最为人熟知的产品,此前日活跃用户数已超过6亿。去年11月,字节跳动CEO梁汝波宣布成立六个业务板块,即抖音、大力教育、飞书、火山引擎、朝夕光年和TikTok。抖音业务板块负责该公司国内信息和服务业务的整体发展,包括抖音、今日头条、西瓜视频、搜索、百科及其他垂直服务业务。其中,抖音、今日头条这两款核心产品贡献了大部分字节跳动国内收入。</p><p>今年4月25日,字节跳动任命了新的首席财务官(CFO),将由世达国际律师事务所高级合伙人高准(JulieGao)担任。这些接连的举动被认为,该公司正重新考虑,将抖音等国内业务独立作为抖音集团赴港上市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2958907307044929d330311c413c1a4f","relate_stocks":{"HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144462856","content_text":"5月8日,记者从香港公司注册处网站发现,字节跳动(香港)有限公司已更名为抖音集团(香港)有限公司,生效时间为2022年5月6日。此外,字节跳动旗下其他数个公司也陆续更名为“抖音”。据天眼查,字节跳动有限公司更名为抖音有限公司。据国家企业信用信息公示系统,北京字节跳动科技有限公司更名为北京抖音信息服务有限公司。抖音是字节跳动旗下最为人熟知的产品,此前日活跃用户数已超过6亿。去年11月,字节跳动CEO梁汝波宣布成立六个业务板块,即抖音、大力教育、飞书、火山引擎、朝夕光年和TikTok。抖音业务板块负责该公司国内信息和服务业务的整体发展,包括抖音、今日头条、西瓜视频、搜索、百科及其他垂直服务业务。其中,抖音、今日头条这两款核心产品贡献了大部分字节跳动国内收入。今年4月25日,字节跳动任命了新的首席财务官(CFO),将由世达国际律师事务所高级合伙人高准(JulieGao)担任。这些接连的举动被认为,该公司正重新考虑,将抖音等国内业务独立作为抖音集团赴港上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616655747,"gmtCreate":1651749081889,"gmtModify":1651749081889,"author":{"id":"3493545859869751","authorId":"3493545859869751","name":"山水畅游","avatar":"https://static.tigerbbs.com/abb1077ff79e3cab1d625b09a15ad7b7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493545859869751","authorIdStr":"3493545859869751"},"themes":[],"htmlText":"风险化于无形","listText":"风险化于无形","text":"风险化于无形","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616655747","repostId":"1167945634","repostType":2,"repost":{"id":"1167945634","kind":"news","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":1651746393,"share":"https://www.laohu8.com/m/news/1167945634?lang=&edition=full","pubTime":"2022-05-05 18:26","market":"us","language":"zh","title":"马斯克为推特相关交易寻求更多的融资承诺","url":"https://stock-news.laohu8.com/highlight/detail?id=1167945634","media":"老虎资讯综合","summary":"如果收到额外的融资承诺,可能会取代之前报告的与交易有关的部分融资承诺。","content":"<html><head></head><body><p>周四,推特盘前涨幅扩大至3%。<b>13D文件显示,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克表示5月4日收到了价值71.39亿美元的股权承诺书,还将为推特交易寻求更多的融资。</b>如果收到额外的融资承诺,可能会取代之前报告的与交易有关的部分融资承诺。</p><p><img src=\"https://static.tigerbbs.com/77c60a1ab8c27267aea0bc53300c0d4d\" tg-width=\"450\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>文件显示,马斯克在与杰克·多西讨论出资事宜。</p><p>马斯克为推特交易提供的保证金贷款从125亿美元降至62.5亿美元。</p></body></html>","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\" 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18:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,推特盘前涨幅扩大至3%。<b>13D文件显示,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克表示5月4日收到了价值71.39亿美元的股权承诺书,还将为推特交易寻求更多的融资。</b>如果收到额外的融资承诺,可能会取代之前报告的与交易有关的部分融资承诺。</p><p><img src=\"https://static.tigerbbs.com/77c60a1ab8c27267aea0bc53300c0d4d\" tg-width=\"450\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>文件显示,马斯克在与杰克·多西讨论出资事宜。</p><p>马斯克为推特交易提供的保证金贷款从125亿美元降至62.5亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b4cd5135a21f01048c515f9a4cf592a6","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167945634","content_text":"周四,推特盘前涨幅扩大至3%。13D文件显示,特斯拉CEO埃隆·马斯克表示5月4日收到了价值71.39亿美元的股权承诺书,还将为推特交易寻求更多的融资。如果收到额外的融资承诺,可能会取代之前报告的与交易有关的部分融资承诺。文件显示,马斯克在与杰克·多西讨论出资事宜。马斯克为推特交易提供的保证金贷款从125亿美元降至62.5亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618743266,"gmtCreate":1651213530668,"gmtModify":1651213530668,"author":{"id":"3493545859869751","authorId":"3493545859869751","name":"山水畅游","avatar":"https://static.tigerbbs.com/abb1077ff79e3cab1d625b09a15ad7b7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493545859869751","authorIdStr":"3493545859869751"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>一个疑问?这张图显示股价是跌的,可是大,中,小订单全显示资金流入,谁懂这是怎么回事?这个事儿从去年就一直困惑着我,哪位懂?可以科普下吗谢谢!","text":"$特斯拉(TSLA)$一个疑问?这张图显示股价是跌的,可是大,中,小订单全显示资金流入,谁懂这是怎么回事?这个事儿从去年就一直困惑着我,哪位懂?可以科普下吗谢谢!","images":[{"img":"https://static.tigerbbs.com/5007a03cf2e82e2a67816c73da27e074","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/965818530","isVote":1,"tweetType":1,"viewCount":2460,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478159892008722","authorId":"3478159892008722","name":"擅长装死","avatar":"https://static.tigerbbs.com/d5df9da23cf5bc1c84c50aff702753b8","crmLevel":2,"crmLevelSwitch":0,"idStr":"3478159892008722","authorIdStr":"3478159892008722"},"content":"看这个没有用 都不如画线","text":"看这个没有用 都不如画线","html":"看这个没有用 都不如画线"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}