芸芸树下的个人主页 - 老虎社区

芸芸树下

芸芸树下

远离除阿里巴巴系外一切中概；拉黑一切预测短期涨跌的神棍。

IP属地：广东

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1主题

0勋章

11-17 16:52

腾讯ADR还是港股腾讯？港股可以裸卖put吗？

段永平、李录，190亿美元最新持仓！

11-16 19:38

$Faraday Future(FFIE)$ 为什么老推荐这股的帖子给我？没关注过也没评论过？还有美国那么多股票，非要在上面抗吗？你们的钱真的是大风刮来的？

11-15

$小马智行(PONY)$ 发行价这么高？

11-06

$晶科电子股份(02551)$ 被港交所拒绝了，还要扣申购费吗？

11-05

涨50%？

11-01

$晶科电子股份(02551)$ 1000多倍申购？

10-30

$Founder Group Ltd(FGL)$ 4.2出了，留下的发财。

08-29

$智能充电(XCH)$ 能上市就上，上不了就撤，从8月推到9月。撤单了。

08-08

35兆？

2023-05-08

$中国银行(601988)$ 卧槽，银行股也涨停

2023-03-29

$Ispire Technology Inc.(ISPR)$ 能去SEC投诉吗？

2023-03-16

$Ispire Technology Inc.(ISPR)$ 以后还会有人申购新股吗？

2023-02-18

为什么我没法申购？

IPO信息 | Ispire冲刺美股IPO，雾化设备研发设计及销售公司

2023-02-06

$A50指数主连 2302(CNmain)$ 请问下，之前环球账户被关闭了，重新开户都改为综合账户了？另外现在要人脸识别和借记卡账单？$阿里巴巴-SW(09988)$ $腾讯控股(00700)$ $苹果(AAPL)$

2022-12-09

$宁波远洋(601022)$ 可以几连板？不知一签能挣1万么。

2022-09-05

$阿里巴巴-SW(09988)$

2022-03-14

$新东方(EDU)$居然跌成毛票了

2021-07-26

$新东方(EDU)$快2年没玩港美股了，弱弱问句，这是从200刀跌到2刀？还是有拆股？3月8日那天怎么跌了九成？

2021-06-03

特朗普负责转向，拜登负责加速。回头看特朗普居然是对华鸽派[开心]

抱歉，原内容已删除

2021-04-29

5毛[开心]

抱歉，原内容已删除

去老虎APP查看更多动态

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Investment发布了最新的美股持仓，由于该基金被认为是由段永平掌管，其动向备受市场关注。截至三季度末，H&amp;H基金共持有8只股票，期末持股市值为165亿美元。</p><p>三季度，该基金对第一大重仓股苹果进行了一定程度的减持，减持达1120万股，持股数量从二季度末的6392万股降至5277万股，但期末持股市值仍然高达122.95亿美元，仓位权重则从80.95%降至74.33%。</p><p>值得注意的是，H&amp;H基金三季度最大的动作是大幅加仓拼多多，增持380万股，仓位变动高达36倍，期末持股市值增至5.27亿美元，成为该基金的第五大重仓股。</p><p>H&amp;H基金还增持了不少西方石油，持股数量从二季度末的154万股增至922万股，期末持股市值升至4.75亿美元。</p><p>此外，H&amp;H基金在三季度还小幅减持了伯克希尔、阿里巴巴，仓位变动分别为降低3%、13.69%，清仓美国银行。</p><p>截至三季度末，H&amp;H基金的前五大重仓股分别是苹果、伯克希尔、谷歌、阿里巴巴、拼多多，期末持股市值分别是122.95亿美元、17.41亿美元、8.47亿美元、5.78亿美元、5.27亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a68ac5ea6706aba2d5fb2cdae6b62caa\" title=\"数据来源于价值大师网址\" tg-width=\"831\" tg-height=\"406\"/><span>数据来源于价值大师网址</span></p><blockquote><p><strong>段永平再买腾讯、拼多多</strong></p></blockquote><p>值得注意的是，从段永平在社交平台上的发言中也能找到其买入拼多多的线索。</p><p>今年8月底，拼多多发布半年报时，由于营收增长不及预期遭遇了前所未有的暴跌，股价单日跌幅高达30%，创上市以来最大单日跌幅。</p><p>8月27日，段永平在社交平台上表示，“开始卖点put（卖出看跌期权建仓）。虽然对PDD的商业模式还不是完全懂，但这些年看来看去还是觉得蛮有意思的。”</p><p>9月27日，段永平称，最近确实涨得有点邪乎。本来花了很多时间去思考拼多多、腾讯，觉得是个大好的机会，想着先多卖点put，结果看上去要少赚不少了。</p><p>10月18日，段永平再表示，“这两天开始继续卖点腾讯和拼多多的put。前段时间突然涨太多了。”这意味着，四季度末，H&amp;H 基金在拼多多的仓位或会进一步提升。</p><p>另一大互联网龙头腾讯，则是段永平近期持续加仓的股票。</p><p>10月26日，段永平表示，“反正我每天卖1000个腾讯put会继续，比直接买股票要容易下手很多。顺便说下，我的大部分苹果就是通过卖put买回来的，虽然没老巴买的多，但比重可比老巴要高哈。”</p><p>值得注意的是，特朗普当选美国总统后，中概股有所承压，但段永平却乘机不断加仓腾讯，还直言腾讯保险公司开张（通过卖put建仓或赚取权利金，所以称保险公司）。</p><p>11月13日，段永平发文表示，“特朗普上台后很多人会担心新的贸易战，所以很多外资会卖中国公司的股票，这也是能买到好点价钱的机会。卖put目前非常适合（如果你打算买这家公司的前提下），put进来甚至还能买点call。腾讯保险公司开张了哈。”</p><p>对于拼多多和腾讯，段永平认为，“拼多多还是一家初创公司，未来变数还很多。腾讯相比之下要更成熟。该说的都说过了哈。”这意味着，由于腾讯的确定性更强，段永平持有腾讯的仓位或比拼多多更多。</p><blockquote><p><strong>李录减持苹果，新建仓亏损油田股</strong></p></blockquote><p>北京时间11月15日，知名华人投资家李录掌管的喜马拉雅资本向美国SEC提交了三季度的持仓报告，最新美股持仓为24.7亿美元，较上季度末减少近1亿美元。</p><p>李录在三季度大幅减持了苹果的股票，共减持44.19万股，减持幅度达58.18%，目前仍持有31.77万股，期末持股市值降至7400万美元，这与巴菲特卖出苹果的操作不谋而合。</p><p>值得注意的是，李录在三季度还新建仓了一只叫做SOC（Sable Offshore）的股票，这家公司的总市值仅18.37亿美元，目前是亏损状态，不过该股票今年以来股价暴涨了97.45%。李录买入134.3万股，期末持股市值为3173万美元。</p><p>资料显示，Sable Offshore Corp 是一家位于休斯顿的独立上游公司，专注于负责开发加州近海联邦水域多产的圣伊内斯油田。买入仍在亏损的油田，或是李录押注该公司将迎来业绩拐点。</p><p>截至三季度末，李录的组合中共有8只股票，分别为美国银行、谷歌C、谷歌A、伯克希尔、华美、西方石油、苹果、SOC，期末持股市值分别为7.17亿美元、5.08亿美元、4.22亿美元、4.13亿美元、2.3亿美元、7558万美元、7402万美元、3173万美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84fe80336501da2e8c65111d0fca0ee9\" title=\"\" tg-width=\"830\" tg-height=\"399\"/></p><p><br/></p></body></html>","source":"cszg","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>段永平、李录，190亿美元最新持仓！</title>\n<style 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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段永平、李录，190亿美元最新持仓！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-17 10:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/10XKw-L_h_3CFmo-DI9O2w><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着美股机构投资者三季度13F持仓的披露结束，在华人投资圈备受关注的段永平和李录的持仓也相继揭晓。截至三季度末，两大投资人在美股的合计持仓市值达190亿美元，并且两人在三季度均有重要动作。其中，被认为是由段永平掌管的H&H International Investment基金，大幅加仓了拼多多、西方石油，减持苹果，清仓美国银行；李录的喜马拉雅基金也同样减持了苹果，同时还新建仓了一只亏损的油田股。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/10XKw-L_h_3CFmo-DI9O2w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"00700":"腾讯控股","PDD":"拼多多","BK1608":"元宇宙概念","BK4592":"伊斯兰概念","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://mp.weixin.qq.com/s/10XKw-L_h_3CFmo-DI9O2w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484575214","content_text":"随着美股机构投资者三季度13F持仓的披露结束，在华人投资圈备受关注的段永平和李录的持仓也相继揭晓。截至三季度末，两大投资人在美股的合计持仓市值达190亿美元，并且两人在三季度均有重要动作。其中，被认为是由段永平掌管的H&H International Investment基金，大幅加仓了拼多多、西方石油，减持苹果，清仓美国银行；李录的喜马拉雅基金也同样减持了苹果，同时还新建仓了一只亏损的油田股。值得注意的是，段永平近期还频频出手买腾讯、拼多多，每天卖1000个腾讯put。由于特朗普当选，市场担忧贸易战导致中概股有所承压，但段永平却乘机不断加仓腾讯，还直言腾讯保险公司开张。段永平加仓拼多多、西方石油，减持苹果近日，H&H International Investment发布了最新的美股持仓，由于该基金被认为是由段永平掌管，其动向备受市场关注。截至三季度末，H&H基金共持有8只股票，期末持股市值为165亿美元。三季度，该基金对第一大重仓股苹果进行了一定程度的减持，减持达1120万股，持股数量从二季度末的6392万股降至5277万股，但期末持股市值仍然高达122.95亿美元，仓位权重则从80.95%降至74.33%。值得注意的是，H&H基金三季度最大的动作是大幅加仓拼多多，增持380万股，仓位变动高达36倍，期末持股市值增至5.27亿美元，成为该基金的第五大重仓股。H&H基金还增持了不少西方石油，持股数量从二季度末的154万股增至922万股，期末持股市值升至4.75亿美元。此外，H&H基金在三季度还小幅减持了伯克希尔、阿里巴巴，仓位变动分别为降低3%、13.69%，清仓美国银行。截至三季度末，H&H基金的前五大重仓股分别是苹果、伯克希尔、谷歌、阿里巴巴、拼多多，期末持股市值分别是122.95亿美元、17.41亿美元、8.47亿美元、5.78亿美元、5.27亿美元。数据来源于价值大师网址段永平再买腾讯、拼多多值得注意的是，从段永平在社交平台上的发言中也能找到其买入拼多多的线索。今年8月底，拼多多发布半年报时，由于营收增长不及预期遭遇了前所未有的暴跌，股价单日跌幅高达30%，创上市以来最大单日跌幅。8月27日，段永平在社交平台上表示，“开始卖点put（卖出看跌期权建仓）。虽然对PDD的商业模式还不是完全懂，但这些年看来看去还是觉得蛮有意思的。”9月27日，段永平称，最近确实涨得有点邪乎。本来花了很多时间去思考拼多多、腾讯，觉得是个大好的机会，想着先多卖点put，结果看上去要少赚不少了。10月18日，段永平再表示，“这两天开始继续卖点腾讯和拼多多的put。前段时间突然涨太多了。”这意味着，四季度末，H&H 基金在拼多多的仓位或会进一步提升。另一大互联网龙头腾讯，则是段永平近期持续加仓的股票。10月26日，段永平表示，“反正我每天卖1000个腾讯put会继续，比直接买股票要容易下手很多。顺便说下，我的大部分苹果就是通过卖put买回来的，虽然没老巴买的多，但比重可比老巴要高哈。”值得注意的是，特朗普当选美国总统后，中概股有所承压，但段永平却乘机不断加仓腾讯，还直言腾讯保险公司开张（通过卖put建仓或赚取权利金，所以称保险公司）。11月13日，段永平发文表示，“特朗普上台后很多人会担心新的贸易战，所以很多外资会卖中国公司的股票，这也是能买到好点价钱的机会。卖put目前非常适合（如果你打算买这家公司的前提下），put进来甚至还能买点call。腾讯保险公司开张了哈。”对于拼多多和腾讯，段永平认为，“拼多多还是一家初创公司，未来变数还很多。腾讯相比之下要更成熟。该说的都说过了哈。”这意味着，由于腾讯的确定性更强，段永平持有腾讯的仓位或比拼多多更多。李录减持苹果，新建仓亏损油田股北京时间11月15日，知名华人投资家李录掌管的喜马拉雅资本向美国SEC提交了三季度的持仓报告，最新美股持仓为24.7亿美元，较上季度末减少近1亿美元。李录在三季度大幅减持了苹果的股票，共减持44.19万股，减持幅度达58.18%，目前仍持有31.77万股，期末持股市值降至7400万美元，这与巴菲特卖出苹果的操作不谋而合。值得注意的是，李录在三季度还新建仓了一只叫做SOC（Sable Offshore）的股票，这家公司的总市值仅18.37亿美元，目前是亏损状态，不过该股票今年以来股价暴涨了97.45%。李录买入134.3万股，期末持股市值为3173万美元。资料显示，Sable Offshore Corp 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最近在看麦克米伦的《期权投资策略》第五版，很多似懂非懂。 万分感激！ @TESLA到碗里来 @核桃妈 @核桃妈后援团团长助理 @零度空间 @老公不在家","text":"正股+卖call对冲疑问。希望给位前辈老师能指导一下，谢谢。 持有7手 $New Age Beverages Corporation(NBEV)$ 的正股 均价4.5usd, 昨天看了 @TESLA到碗里来 一篇对冲的帖子，卖了7张 1221 5c的Call ，期权价0.3。现在正股收盘价4.78，期权价0.45. 是不是可以这么理解： 1221如果股价刚好到5或以上，被行权，那么收益是 0.3x700+(5-4.5)x700=560，正股被交割?（相当于同时卖出正股和平仓卖call) 1221 如果股价低于5，比如4.9或者4.2，那么收益是 0.3x700=210,正股还留着，也可以操作卖出获得收益或继续持有？ 上面2点比较好理解。 现在的疑问是：如果1221之前股价到5或以上了，比如1208，期权价可能是0.5或者0.55，会不会被行权？如果被行权那么我的收益是不是变成 （5-4.5）x 700+(0.3-0.55) x 700=175?. 如果开盘直接6或者以上，是不是直接被行权，也按上面那个公式收益? 最近在看麦克米伦的《期权投资策略》第五版，很多似懂非懂。 万分感激！ @TESLA到碗里来 @核桃妈 @核桃妈后援团团长助理 @零度空间 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@巫天华","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":36,"repostSize":0,"link":"https://laohu8.com/post/293139","isVote":1,"tweetType":1,"viewCount":3308,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"138442049989269","authorId":"138442049989269","name":"机构猎杀者","avatar":"https://static.tigerbbs.com/11f0a48f05dbb18dff634cd365cc2d2d","crmLevel":1,"crmLevelSwitch":0,"idStr":"138442049989269","authorIdStr":"138442049989269"},"content":"我从不收费的，都是别人要求我加的，你们这类人烦不烦啊！我发帖就成了打广告的了，大家都在发帖啊！小米会跌的很低的，从22的时候我就一直再说。难道又是阻碍那个机构的利益了嘛！","text":"我从不收费的，都是别人要求我加的，你们这类人烦不烦啊！我发帖就成了打广告的了，大家都在发帖啊！小米会跌的很低的，从22的时候我就一直再说。难道又是阻碍那个机构的利益了嘛！","html":"我从不收费的，都是别人要求我加的，你们这类人烦不烦啊！我发帖就成了打广告的了，大家都在发帖啊！小米会跌的很低的，从22的时候我就一直再说。难道又是阻碍那个机构的利益了嘛！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":909261258,"gmtCreate":1556353946674,"gmtModify":1704800561459,"author":{"id":"3495748460476299","authorId":"3495748460476299","name":"芸芸树下","avatar":"https://static.tigerbbs.com/d5e4e14a43d2022dd1ceaa163f0a1c03","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495748460476299","authorIdStr":"3495748460476299"},"themes":[],"title":"#一季度大复盘#，那些卖飞的股票","htmlText":"#一季度大复盘#，那些卖飞的股票。 想了一下还是记录一下吧，如果Q1不复盘，可能Q2-Q4都没盘可复了。 好想一夜暴富，两夜也好，半月也行，一个月也不错，半年也可以，1年也能接受，5年也能等，but i see,it is out of my league。 经历了难熬的Q4，终于迎来了复苏的Q1。 Q1整体上没怎么操作，三大市场（A,H,美）只交易了 10支 11次股票（其中清仓占到了4只，详细记录在最底部）。 其中：沪深清仓了 $农业银行(601288)$ ， $仁和药业(000650)$ ; H股：交易了一次 $小米集团-W(01810)$ ，2次 $阿里健康(00241)$ ，清仓了打新的 $赣锋锂业(01772)$ ； 美股： 交易了一次 $阿玛琳(AMRN)$ ，1次（清仓） $Acasti Pharma(ACST)$ ,1次 （暂且算一次把） $拼多多(PDD)$ ，一次 $Viking Therapeutics, Inc.(VKTX)$ , 一次 $老虎证券(TIGR)$ ）。 Q1总结：1：不要用短期内需要用的钱去操作股票，（比如半年或1年内要买房、结婚、老人看病要用的钱），这样会很被动、心态也会不一样。 2：操作要果断：无论买入建仓还是卖出止盈，当有想法时立即行动，虽然可能有更低的价格买入和更高的价格卖出，但自认为没那个能力踩在最高点卖、最低点买。其实买入卖出差那几分、几毛也没什么差别，有时候迟疑了一会机会就没了，浮盈变浮亏。 3：下跌过程中别着急加太重的仓位，永远不知道最低是到多少；下跌过程中保持舒适的仓位，想加仓也有资金，想止损离场亏损也不是很大。 4：尽量：不融资、不加杠杆操作股票、不卖空股票、不操作中概股；更不要加杠杆操作中概，绝不加杠杆卖空中概，坚决不加杠杆short卖空池只有几万、几十万的小盘中概。 5：虽说尽量不卖空股票，","listText":"#一季度大复盘#，那些卖飞的股票。 想了一下还是记录一下吧，如果Q1不复盘，可能Q2-Q4都没盘可复了。 好想一夜暴富，两夜也好，半月也行，一个月也不错，半年也可以，1年也能接受，5年也能等，but i see,it is out of my league。 经历了难熬的Q4，终于迎来了复苏的Q1。 Q1整体上没怎么操作，三大市场（A,H,美）只交易了 10支 11次股票（其中清仓占到了4只，详细记录在最底部）。 其中：沪深清仓了 $农业银行(601288)$ ， $仁和药业(000650)$ ; H股：交易了一次 $小米集团-W(01810)$ ，2次 $阿里健康(00241)$ ，清仓了打新的 $赣锋锂业(01772)$ ； 美股： 交易了一次 $阿玛琳(AMRN)$ ，1次（清仓） $Acasti Pharma(ACST)$ ,1次 （暂且算一次把） $拼多多(PDD)$ ，一次 $Viking Therapeutics, Inc.(VKTX)$ , 一次 $老虎证券(TIGR)$ ）。 Q1总结：1：不要用短期内需要用的钱去操作股票，（比如半年或1年内要买房、结婚、老人看病要用的钱），这样会很被动、心态也会不一样。 2：操作要果断：无论买入建仓还是卖出止盈，当有想法时立即行动，虽然可能有更低的价格买入和更高的价格卖出，但自认为没那个能力踩在最高点卖、最低点买。其实买入卖出差那几分、几毛也没什么差别，有时候迟疑了一会机会就没了，浮盈变浮亏。 3：下跌过程中别着急加太重的仓位，永远不知道最低是到多少；下跌过程中保持舒适的仓位，想加仓也有资金，想止损离场亏损也不是很大。 4：尽量：不融资、不加杠杆操作股票、不卖空股票、不操作中概股；更不要加杠杆操作中概，绝不加杠杆卖空中概，坚决不加杠杆short卖空池只有几万、几十万的小盘中概。 5：虽说尽量不卖空股票，","text":"#一季度大复盘#，那些卖飞的股票。 想了一下还是记录一下吧，如果Q1不复盘，可能Q2-Q4都没盘可复了。 好想一夜暴富，两夜也好，半月也行，一个月也不错，半年也可以，1年也能接受，5年也能等，but i see,it is out of my league。 经历了难熬的Q4，终于迎来了复苏的Q1。 Q1整体上没怎么操作，三大市场（A,H,美）只交易了 10支 11次股票（其中清仓占到了4只，详细记录在最底部）。 其中：沪深清仓了 $农业银行(601288)$ ， $仁和药业(000650)$ ; H股：交易了一次 $小米集团-W(01810)$ ，2次 $阿里健康(00241)$ ，清仓了打新的 $赣锋锂业(01772)$ ； 美股： 交易了一次 $阿玛琳(AMRN)$ ，1次（清仓） $Acasti Pharma(ACST)$ ,1次 （暂且算一次把） $拼多多(PDD)$ ，一次 $Viking Therapeutics, Inc.(VKTX)$ , 一次 $老虎证券(TIGR)$ ）。 Q1总结：1：不要用短期内需要用的钱去操作股票，（比如半年或1年内要买房、结婚、老人看病要用的钱），这样会很被动、心态也会不一样。 2：操作要果断：无论买入建仓还是卖出止盈，当有想法时立即行动，虽然可能有更低的价格买入和更高的价格卖出，但自认为没那个能力踩在最高点卖、最低点买。其实买入卖出差那几分、几毛也没什么差别，有时候迟疑了一会机会就没了，浮盈变浮亏。 3：下跌过程中别着急加太重的仓位，永远不知道最低是到多少；下跌过程中保持舒适的仓位，想加仓也有资金，想止损离场亏损也不是很大。 4：尽量：不融资、不加杠杆操作股票、不卖空股票、不操作中概股；更不要加杠杆操作中概，绝不加杠杆卖空中概，坚决不加杠杆short卖空池只有几万、几十万的小盘中概。 5：虽说尽量不卖空股票，","images":[{"img":"https://static.tigerbbs.com/34adbda6284243aea08c81d13796349f"},{"img":"https://static.tigerbbs.com/64f16155bc652ea3da595dc2f53a103c"},{"img":"https://static.tigerbbs.com/a5fe639069b8d4764384e550c23fe1a7"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":20,"commentSize":17,"repostSize":2,"link":"https://laohu8.com/post/909261258","isVote":1,"tweetType":1,"viewCount":31072,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494299779906041","authorId":"3494299779906041","name":"慕雪二十年","avatar":"https://static.tigerbbs.com/d3541b10f9160b4ec3bf48d47ede6545","crmLevel":2,"crmLevelSwitch":0,"idStr":"3494299779906041","authorIdStr":"3494299779906041"},"content":"不是水贴，都看完了，继续加油，兄弟！[强]","text":"不是水贴，都看完了，继续加油，兄弟！[强]","html":"不是水贴，都看完了，继续加油，兄弟！[强]"}],"imageCount":25,"langContent":"CN","totalScore":0},{"id":992216441,"gmtCreate":1565341670883,"gmtModify":1704712418268,"author":{"id":"3495748460476299","authorId":"3495748460476299","name":"芸芸树下","avatar":"https://static.tigerbbs.com/d5e4e14a43d2022dd1ceaa163f0a1c03","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495748460476299","authorIdStr":"3495748460476299"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMRN\">$阿玛琳(AMRN)$</a>&nbsp;想哭[流泪]&nbsp;<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMRN\">$阿玛琳(AMRN)$</a>&nbsp;想哭[流泪]&nbsp;<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>&nbsp;","text":"$阿玛琳(AMRN)$ 想哭[流泪] $小米集团-W(01810)$ $老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/57b80def5a05fc8d8729a94c8429f505","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":13,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/992216441","isVote":1,"tweetType":1,"viewCount":5649,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491214105117934","authorId":"3491214105117934","name":"开心美股","avatar":"https://static.tigerbbs.com/4be1fed0eab32bd2772fae0d4d33e4ef","crmLevel":1,"crmLevelSwitch":0,"idStr":"3491214105117934","authorIdStr":"3491214105117934"},"content":"前面挣了那么多为什么不出？","text":"前面挣了那么多为什么不出？","html":"前面挣了那么多为什么不出？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":900572594,"gmtCreate":1555748927618,"gmtModify":1704799462870,"author":{"id":"3495748460476299","authorId":"3495748460476299","name":"芸芸树下","avatar":"https://static.tigerbbs.com/d5e4e14a43d2022dd1ceaa163f0a1c03","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495748460476299","authorIdStr":"3495748460476299"},"themes":[],"title":"在老虎的股事，#和老虎的故事#","htmlText":"#和老虎的故事# ,在老虎的股事。 算是记个流水账，给自己个总结。 2011年3000点时踏入A股，深套到1800点时就没管了，到2015年牛市解套离开A股，就没在碰股市了。 再次有想法入股市是2015年底 $亚马逊(AMZN)$ 全球开店会议时，招商经理讲到亚马逊2015年亚马逊的发展时特意提了股价1年的时间从$300涨到$600,但懒癌和迫害妄想癌晚期（担心资金安全，不敢入金网络券商），一直拖到 $小米集团-W(01810)$ 上市后、然后加上国内美元定期利息太低了（当时美元年息好像才0.5%）才下定决心买港美股，于是通过 $谷歌(GOOG)$ 搜索、知乎了解到 $老虎证券(TIGR)$ ，就在老虎开通了券商账号，但入金的时候无法通过大陆 $招商银行(600036)$ 入金（因为一直在做跨境电商，之前 $阿里巴巴(BABA)$ 的速卖通有些美元提现到了招行卡上），于是专门跑到香港开了香港招行一卡通和 $中银香港(02388)$ 的卡，先把美元转到中银香港卡，再入金老虎。（港币是从大陆 $民生银行(600016)$ 入金），于是开启了割韭菜VS防被割韭菜的不归路…… 最先交易的当然是之前非常看好的 $小米集团-W(01810)$ ，本着只要每个月赚个房租钱，来回做了几次多T，也赚了几千港币，然后，然后，然后…… 因为自己本身从事了电商8年（(跨境电商7年）之久（2018），所以美股当然先从 $阿里巴巴(BABA)$ 和 $亚马逊(AMZN)$ 开始交易，然而，还是一买就跌一卖就涨，一跌就慌，一慌就睡不着，一睡不着就精神不好，一精神不好就乱操作，然后一涨回来就卖掉，一卖掉就涨飞……全给券商贡献手续费了。 后来还是本着只要每个月能赚点房租、药费就行，如果可以再赚个房贷的钱，足矣！ 于是先后交易了第二天还是第三天上市的 $蔚来(NIO)$ ,每股分红达6美元的 $ATA公司(A","listText":"#和老虎的故事# ,在老虎的股事。 算是记个流水账，给自己个总结。 2011年3000点时踏入A股，深套到1800点时就没管了，到2015年牛市解套离开A股，就没在碰股市了。 再次有想法入股市是2015年底 $亚马逊(AMZN)$ 全球开店会议时，招商经理讲到亚马逊2015年亚马逊的发展时特意提了股价1年的时间从$300涨到$600,但懒癌和迫害妄想癌晚期（担心资金安全，不敢入金网络券商），一直拖到 $小米集团-W(01810)$ 上市后、然后加上国内美元定期利息太低了（当时美元年息好像才0.5%）才下定决心买港美股，于是通过 $谷歌(GOOG)$ 搜索、知乎了解到 $老虎证券(TIGR)$ ，就在老虎开通了券商账号，但入金的时候无法通过大陆 $招商银行(600036)$ 入金（因为一直在做跨境电商，之前 $阿里巴巴(BABA)$ 的速卖通有些美元提现到了招行卡上），于是专门跑到香港开了香港招行一卡通和 $中银香港(02388)$ 的卡，先把美元转到中银香港卡，再入金老虎。（港币是从大陆 $民生银行(600016)$ 入金），于是开启了割韭菜VS防被割韭菜的不归路…… 最先交易的当然是之前非常看好的 $小米集团-W(01810)$ ，本着只要每个月赚个房租钱，来回做了几次多T，也赚了几千港币，然后，然后，然后…… 因为自己本身从事了电商8年（(跨境电商7年）之久（2018），所以美股当然先从 $阿里巴巴(BABA)$ 和 $亚马逊(AMZN)$ 开始交易，然而，还是一买就跌一卖就涨，一跌就慌，一慌就睡不着，一睡不着就精神不好，一精神不好就乱操作，然后一涨回来就卖掉，一卖掉就涨飞……全给券商贡献手续费了。 后来还是本着只要每个月能赚点房租、药费就行，如果可以再赚个房贷的钱，足矣！ 于是先后交易了第二天还是第三天上市的 $蔚来(NIO)$ ,每股分红达6美元的 $ATA公司(A","text":"#和老虎的故事# ,在老虎的股事。 算是记个流水账，给自己个总结。 2011年3000点时踏入A股，深套到1800点时就没管了，到2015年牛市解套离开A股，就没在碰股市了。 再次有想法入股市是2015年底 $亚马逊(AMZN)$ 全球开店会议时，招商经理讲到亚马逊2015年亚马逊的发展时特意提了股价1年的时间从$300涨到$600,但懒癌和迫害妄想癌晚期（担心资金安全，不敢入金网络券商），一直拖到 $小米集团-W(01810)$ 上市后、然后加上国内美元定期利息太低了（当时美元年息好像才0.5%）才下定决心买港美股，于是通过 $谷歌(GOOG)$ 搜索、知乎了解到 $老虎证券(TIGR)$ ，就在老虎开通了券商账号，但入金的时候无法通过大陆 $招商银行(600036)$ 入金（因为一直在做跨境电商，之前 $阿里巴巴(BABA)$ 的速卖通有些美元提现到了招行卡上），于是专门跑到香港开了香港招行一卡通和 $中银香港(02388)$ 的卡，先把美元转到中银香港卡，再入金老虎。（港币是从大陆 $民生银行(600016)$ 入金），于是开启了割韭菜VS防被割韭菜的不归路…… 最先交易的当然是之前非常看好的 $小米集团-W(01810)$ ，本着只要每个月赚个房租钱，来回做了几次多T，也赚了几千港币，然后，然后，然后…… 因为自己本身从事了电商8年（(跨境电商7年）之久（2018），所以美股当然先从 $阿里巴巴(BABA)$ 和 $亚马逊(AMZN)$ 开始交易，然而，还是一买就跌一卖就涨，一跌就慌，一慌就睡不着，一睡不着就精神不好，一精神不好就乱操作，然后一涨回来就卖掉，一卖掉就涨飞……全给券商贡献手续费了。 后来还是本着只要每个月能赚点房租、药费就行，如果可以再赚个房贷的钱，足矣！ 于是先后交易了第二天还是第三天上市的 $蔚来(NIO)$ ,每股分红达6美元的 $ATA公司(A","images":[{"img":"https://static.tigerbbs.com/b3b7214840c6c066660dd772501259ab"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":12,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/900572594","isVote":1,"tweetType":1,"viewCount":25899,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3432276741707889","authorId":"3432276741707889","name":"斗战胜佛巴菲特","avatar":"https://static.tigerbbs.com/640a5089fbb2259ce7da62d8c047b9bc","crmLevel":2,"crmLevelSwitch":1,"idStr":"3432276741707889","authorIdStr":"3432276741707889"},"content":"你开始做期权就不能算佛系炒股了，不过我觉得期权挺好","text":"你开始做期权就不能算佛系炒股了，不过我觉得期权挺好","html":"你开始做期权就不能算佛系炒股了，不过我觉得期权挺好"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":371208824573960,"gmtCreate":1731641102165,"gmtModify":1731641103597,"author":{"id":"3495748460476299","authorId":"3495748460476299","name":"芸芸树下","avatar":"https://static.tigerbbs.com/d5e4e14a43d2022dd1ceaa163f0a1c03","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495748460476299","authorIdStr":"3495748460476299"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> 发行价这么高？","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> 发行价这么高？","text":"$小马智行(PONY)$ 发行价这么高？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371208824573960","isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120266146909880","authorId":"4120266146909880","name":"whatiswater","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4120266146909880","authorIdStr":"4120266146909880"},"content":"11-13美元对应的市值是多少","text":"11-13美元对应的市值是多少","html":"11-13美元对应的市值是多少"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924871086,"gmtCreate":1588304902445,"gmtModify":1704367323562,"author":{"id":"3495748460476299","authorId":"3495748460476299","name":"芸芸树下","avatar":"https://static.tigerbbs.com/d5e4e14a43d2022dd1ceaa163f0a1c03","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495748460476299","authorIdStr":"3495748460476299"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01288\">$农业银行(01288)$</a>&nbsp;<a href=\"https://laohu8.com/S/601288\">$农业银行(601288)$</a>&nbsp;<a href=\"https://laohu8.com/S/601318\">$中国平安(601318)$</a>&nbsp;<a href=\"https://laohu8.com/S/601988\">$中国银行(601988)$</a>&nbsp;","text":"别人写唱歌我写词《沁园春·大A韭》 千里沪深，万里纽交。望场内场外，全是镰刀。满仓满融，差点爆仓。人 日喉舌，投行高盛，骗说牛市四千起。须涨停，看会所嫩模，分外妖娆。打新如此美妙，引无数韭菜竞折腰。惜振华员外，败走万科;白褂徐翔，狱牢度日。财务造假，内幕交易，只识“重”罚陆拾万。俱往矣，数割韭狠劲，还看照家！$A50指数主连(CNmain)$ $深证成指(399001)$ $上证指数(000001.SH)$ $农业银行(01288)$ $农业银行(601288)$ $中国平安(601318)$ $中国银行(601988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/935314629","isVote":1,"tweetType":1,"viewCount":6019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900527660,"gmtCreate":1555663149650,"gmtModify":1712888965421,"author":{"id":"3495748460476299","authorId":"3495748460476299","name":"芸芸树下","avatar":"https://static.tigerbbs.com/d5e4e14a43d2022dd1ceaa163f0a1c03","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495748460476299","authorIdStr":"3495748460476299"},"themes":[],"title":"春天正是读书天：《见识》，踏入社会之启蒙书","htmlText":"#春天正是读书天# 刚看完吴军博士的《见识》，个人感觉非常好的一本书，现在正在看段永平先生极力推荐的《穷查理宝典》接下来《基业长青》《从优秀到卓越》、《原则》。中间读劳伦斯的《期权投资策略》及 张红岩老师的红宝书。 《见识》一本真正的中年人的启蒙书，有人可能认为这是一本鸡汤式的书籍，但个人觉得里面几个观点感触蛮深的： 1：要有见识、爱、规矩。一个人缺乏见识、爱、规矩是非常可悲、可怜、可怕的事。不是读了很多书走过很多地方见了很多人就是有见识。 最近的例子就是 $京东(JD)$ 的刘强东了，属于没见识、没爱、没规矩的典型。 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2：起跑线和玻璃心。现在很多家长都希望孩子不要输在所谓的“起跑线”上，可是人生、学习是一个长期的过程。义务教育后总有一大部分人离开校园；清华、北大的学生都是天之骄子，但总有第一名和最后一名；工作后的升职、职称评级过程中总有人落选，这时候更需要一颗坚韧的心和平常心，不能太玻璃心。我个人一直不赞成中小学生周末、暑假、寒假去上什么补习班（课外兴趣爱好的除外，比如钢琴、跆拳道之类，因为平时也没太多时间去上专业老师的课程），除非是为了突击某种考试，人是有自我纠错的系统，可能某个问题现在理解不了，过多时间恍然大悟，发现原来如此简单。 3：风险意识。无论生活、工作还是投资，都要有风险意识。记得有人安利过这么一句话：“过马路时我千小心万谨慎，因为我不知道开车的人是否喝酒吸毒了，不知道开车的人是不是和老婆吵架和小三斗嘴了……而且被车撞了，痛的是自己，车主什么事都没有，哪怕医药费都是保险公司支付（酒驾醉驾除外）。” 尤其是炒","text":"#春天正是读书天# 刚看完吴军博士的《见识》，个人感觉非常好的一本书，现在正在看段永平先生极力推荐的《穷查理宝典》接下来《基业长青》《从优秀到卓越》、《原则》。中间读劳伦斯的《期权投资策略》及 张红岩老师的红宝书。 《见识》一本真正的中年人的启蒙书，有人可能认为这是一本鸡汤式的书籍，但个人觉得里面几个观点感触蛮深的： 1：要有见识、爱、规矩。一个人缺乏见识、爱、规矩是非常可悲、可怜、可怕的事。不是读了很多书走过很多地方见了很多人就是有见识。 最近的例子就是 $京东(JD)$ 的刘强东了，属于没见识、没爱、没规矩的典型。 没见识：京东公司替快递员购买五险一金是对于京东来讲是法定义务，跟按时发粮一样不值得京东和刘强东拿来炫耀，对于快递员来讲是享有的法定权利。没爱、没规矩：如果对妻子、对他人有爱，如果有规矩，就不会婚内涉嫌**。 还有缺乏爱、缺乏规矩的例子比比皆是：酒驾、醉驾。 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