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Alpha_seeker
耐心即美德
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Alpha_seeker
08-14
这篇文章不错,转发给大家看看
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Alpha_seeker
2021-05-29
这篇文章不错,转发给大家看看
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Alpha_seeker
2021-05-21
这篇文章不错,转发给大家看看
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Alpha_seeker
2021-05-07
这篇文章不错,转发给大家看看
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Alpha_seeker
2021-05-02
这篇文章不错,转发给大家看看
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Alpha_seeker
2021-05-02
这篇文章不错,转发给大家看看
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Alpha_seeker
2021-04-04
这篇文章不错,转发给大家看看
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Alpha_seeker
2021-02-14
这篇文章不错,转发给大家看看
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Alpha_seeker
2021-01-30
哈哈哈老虎海外用户大增,买入tigr
美国三大股指均跌超1%,道指跌约400点
Alpha_seeker
2021-01-23
这篇文章不错,转发给大家看看
@小虎百科:【ETF百科】纳斯达克100指数ETF QQQ——被动投资型指数基金
Alpha_seeker
2021-01-13
这篇文章不错,转发给大家看看
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Alpha_seeker
2021-01-12
这篇文章不错,转发给大家看看
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Alpha_seeker
2021-01-11
这篇文章不错,转发给大家看看
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Alpha_seeker
2021-01-09
这篇文章不错,转发给大家看看
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Alpha_seeker
2020-12-29
这篇文章不错,转发给大家看看
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Alpha_seeker
2020-12-20
反复看几遍了,膜拜我男神...
@巫天华:所谓投资,也是认知匹配
Alpha_seeker
2020-05-07
这篇文章不错,转发给大家看看
:
Alpha_seeker
2020-01-08
这篇文章不错,转发给大家看看
@小虎百科:【ETF百科】Vanguard标普500指数ETF VOO.US——被动投资型指数基金
Alpha_seeker
2019-10-02
$老虎证券(TIGR)$
半年前36kr的文章,啥时候有这分析师的水平就能赚到钱了😂
Alpha_seeker
2019-06-02
$老虎证券(TIGR)$ 下跌应该是这个原因吧,还好是模拟......
去老虎APP查看更多动态
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22:42","market":"us","language":"zh","title":"美国三大股指均跌超1%,道指跌约400点","url":"https://stock-news.laohu8.com/highlight/detail?id=1135876668","media":"老虎资讯综合","summary":"1月29日美股盘初,美国三大股指均跌超1%,道指跌约400点。","content":"<p>1月29日美股盘初,美国三大股指均跌超1%,道指跌约400点。</p><p><img src=\"https://static.tigerbbs.com/d871052d4c1456068a74bcc60ee0d2fc\" tg-width=\"671\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fbc9e9cf8716403194327a01baea0c0a\" tg-width=\"671\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b4ca5e63ac72cae2c35586726514145b\" tg-width=\"671\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c0fe101918eef59c11c6bcf02c70410b\" tg-width=\"1384\" tg-height=\"753\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/357c7a765043296da50b1602726933d5\" tg-width=\"1384\" tg-height=\"761\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/770e3b7611d39e9ab527d69f3ec11def\" tg-width=\"1384\" tg-height=\"761\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/35eed33486173dd1ecaae5044f719996\" tg-width=\"956\" tg-height=\"732\" referrerpolicy=\"no-referrer\"></p>","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>美国三大股指均跌超1%,道指跌约400点</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美国三大股指均跌超1%,道指跌约400点\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\">2021-01-29 22:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日美股盘初,美国三大股指均跌超1%,道指跌约400点。</p><p><img src=\"https://static.tigerbbs.com/d871052d4c1456068a74bcc60ee0d2fc\" tg-width=\"671\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fbc9e9cf8716403194327a01baea0c0a\" tg-width=\"671\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b4ca5e63ac72cae2c35586726514145b\" tg-width=\"671\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c0fe101918eef59c11c6bcf02c70410b\" tg-width=\"1384\" tg-height=\"753\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/357c7a765043296da50b1602726933d5\" tg-width=\"1384\" tg-height=\"761\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/770e3b7611d39e9ab527d69f3ec11def\" tg-width=\"1384\" tg-height=\"761\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/35eed33486173dd1ecaae5044f719996\" tg-width=\"956\" tg-height=\"732\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135876668","content_text":"1月29日美股盘初,美国三大股指均跌超1%,道指跌约400点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310726927,"gmtCreate":1611378797269,"gmtModify":1703750304813,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310726927","repostId":"141827","repostType":1,"repost":{"id":141827,"gmtCreate":1515338918240,"gmtModify":1704887034448,"author":{"id":"36986358758400","authorId":"36986358758400","name":"小虎百科","avatar":"https://static.laohu8.com/a81c051836923a6d421bc355756dae72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36986358758400","authorIdStr":"36986358758400"},"themes":[],"title":"【ETF百科】纳斯达克100指数ETF QQQ——被动投资型指数基金","htmlText":"PowerShares纳斯达克100指数ETF QQQ由PowerShares于1999年3月10日发行,迄今已成立19年。当前其基金经理为Daniel E. Draper/John M. Zerr,该基金所追踪之指数为纳斯达克100指数,纳斯达克100指数是美国纳斯达克100只最大型本地及国际非金融类上市公司组成的股市指数,与标准普尔500指数不同,在成份股中并没有金融机构。 费率 基金年总管理费用为0.2%,该费用反映一级市场ETF净值损耗,并非二级市场佣金费用。该等指标的实际意义在于,如果保持发行规模不变,该ETF净值的年增长幅度将比标普500指数的低0.2%,可以理解为费用损耗。 主要持股 流动性 QQQ发行规模达597.67亿美元,11月日均成交约3476万股,成交规模约52.14亿美元,流动性充足。 报酬比较 黄线为标普500指数走势,白线为QQQ走势。从走势比较来看,自09年开始,科技股走势逐渐超越市场整体表现。 报酬分析 过去十年,QQQ涨幅为232.74%,同期SP500的涨幅为120.18%。以年化复合收益增长率计算,QQQ三年符合增长15.38%,五年复合增长20.91%,十年复合增长12.77%。综合来看,QQQ所代表的科技股走势,在过去十年成绩斐然,可以说过去的十年是科技股的十年。 文章摘选自老虎研报2018/1/2 $(QQQ)$ #ETF百科# 附注 报酬分析计算为原币别,且皆有考虑配息情况。 上述费率仅供参考,实际费率以发行销售机构最新披露为准。 上述资料只供参考用途,老虎证券自当尽力提供正确讯息,但如有错漏或疏忽,本公司或关系企业与其任何董事或任何受雇人,恕不负任何法律责任。","listText":"PowerShares纳斯达克100指数ETF QQQ由PowerShares于1999年3月10日发行,迄今已成立19年。当前其基金经理为Daniel E. Draper/John M. Zerr,该基金所追踪之指数为纳斯达克100指数,纳斯达克100指数是美国纳斯达克100只最大型本地及国际非金融类上市公司组成的股市指数,与标准普尔500指数不同,在成份股中并没有金融机构。 费率 基金年总管理费用为0.2%,该费用反映一级市场ETF净值损耗,并非二级市场佣金费用。该等指标的实际意义在于,如果保持发行规模不变,该ETF净值的年增长幅度将比标普500指数的低0.2%,可以理解为费用损耗。 主要持股 流动性 QQQ发行规模达597.67亿美元,11月日均成交约3476万股,成交规模约52.14亿美元,流动性充足。 报酬比较 黄线为标普500指数走势,白线为QQQ走势。从走势比较来看,自09年开始,科技股走势逐渐超越市场整体表现。 报酬分析 过去十年,QQQ涨幅为232.74%,同期SP500的涨幅为120.18%。以年化复合收益增长率计算,QQQ三年符合增长15.38%,五年复合增长20.91%,十年复合增长12.77%。综合来看,QQQ所代表的科技股走势,在过去十年成绩斐然,可以说过去的十年是科技股的十年。 文章摘选自老虎研报2018/1/2 $(QQQ)$ #ETF百科# 附注 报酬分析计算为原币别,且皆有考虑配息情况。 上述费率仅供参考,实际费率以发行销售机构最新披露为准。 上述资料只供参考用途,老虎证券自当尽力提供正确讯息,但如有错漏或疏忽,本公司或关系企业与其任何董事或任何受雇人,恕不负任何法律责任。","text":"PowerShares纳斯达克100指数ETF QQQ由PowerShares于1999年3月10日发行,迄今已成立19年。当前其基金经理为Daniel E. Draper/John M. Zerr,该基金所追踪之指数为纳斯达克100指数,纳斯达克100指数是美国纳斯达克100只最大型本地及国际非金融类上市公司组成的股市指数,与标准普尔500指数不同,在成份股中并没有金融机构。 费率 基金年总管理费用为0.2%,该费用反映一级市场ETF净值损耗,并非二级市场佣金费用。该等指标的实际意义在于,如果保持发行规模不变,该ETF净值的年增长幅度将比标普500指数的低0.2%,可以理解为费用损耗。 主要持股 流动性 QQQ发行规模达597.67亿美元,11月日均成交约3476万股,成交规模约52.14亿美元,流动性充足。 报酬比较 黄线为标普500指数走势,白线为QQQ走势。从走势比较来看,自09年开始,科技股走势逐渐超越市场整体表现。 报酬分析 过去十年,QQQ涨幅为232.74%,同期SP500的涨幅为120.18%。以年化复合收益增长率计算,QQQ三年符合增长15.38%,五年复合增长20.91%,十年复合增长12.77%。综合来看,QQQ所代表的科技股走势,在过去十年成绩斐然,可以说过去的十年是科技股的十年。 文章摘选自老虎研报2018/1/2 $(QQQ)$ #ETF百科# 附注 报酬分析计算为原币别,且皆有考虑配息情况。 上述费率仅供参考,实际费率以发行销售机构最新披露为准。 上述资料只供参考用途,老虎证券自当尽力提供正确讯息,但如有错漏或疏忽,本公司或关系企业与其任何董事或任何受雇人,恕不负任何法律责任。","images":[{"img":"https://static.laohu8.com/e9192b2b6102c66cf9fec3c05517d10e"},{"img":"https://static.laohu8.com/7773bd2a9f14a10fb856486016d02db8"},{"img":"https://static.laohu8.com/bbc9ef65caa02ae9ca4657adae7b4b5b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141827","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335904938,"gmtCreate":1610500364724,"gmtModify":1703744783613,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335904938","repostId":"2103142927","repostType":2,"isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332778633,"gmtCreate":1610466508322,"gmtModify":1703744623116,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332778633","repostId":"1110742144","repostType":4,"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332165802,"gmtCreate":1610358902706,"gmtModify":1703743712731,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332165802","repostId":"1184883848","repostType":4,"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336727010,"gmtCreate":1610164377730,"gmtModify":1703743165813,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336727010","repostId":"2102495251","repostType":4,"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333655995,"gmtCreate":1609257202317,"gmtModify":1703738507584,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333655995","repostId":"943963539","repostType":1,"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330051849,"gmtCreate":1608459630881,"gmtModify":1703735013086,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"反复看几遍了,膜拜我男神...","listText":"反复看几遍了,膜拜我男神...","text":"反复看几遍了,膜拜我男神...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330051849","repostId":"53727","repostType":1,"repost":{"id":53727,"gmtCreate":1491904935548,"gmtModify":1704876234815,"author":{"id":"3451432424236761","authorId":"3451432424236761","name":"巫天华","avatar":"https://static.laohu8.com/75459a7b957edbb7d508193e78a43f68","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451432424236761","authorIdStr":"3451432424236761"},"themes":[],"title":"所谓投资,也是认知匹配","htmlText":"在正文前,先来讨论今天的一则热点事件:美联航United Airlines$(UAL)$ 航班因为超额售票超载,要求4名乘客改签,而其中1名亚裔乘客急着去看病人,拒绝改签,于是被强行拖下飞机,并造成重伤。 事发之后,我看到许多关于做空美联航的讨论,而$(UAL)$的股价盘前已经大跌超过-5%。 各位虎友,对于这个事件你们会做空美联航吗?尤其是会重仓做空吗? 上一篇文章中,我们说炒美股,不是把它当成赌博,而是我对行业的认知的变现。 但是,在认知过程中,是有不同场景、不同程度、不同状态的。 猎豹CEO傅盛在《所谓成长就是认知升级》中描述了认知的 4种状态: 人与人最大差别是认知。 切换到我们投资的场景中,不同的投资人对同一笔投资的多空方向判断、仓位比例选择都取决于各自的认知。 虽然认知不可量化,我依然将对投资线索的认知区分为:“强认知” 和 “弱认知”。 什么算“强认知”?什么算作“弱认知”? 在这方面,我见过最普遍的错误是,很多 “弱认知” 被当成 “强认知” 择以重仓操作,甚至上杠杆。 在心理学上,这是认知偏差。 在投资中,这是仓位错配。 强弱不明,轻重混淆。 如同打德州,顶对弱Ticker 的牌打到 All in,不论结果输赢,都算是没打对。 这是一个信息爆炸的社会,每周、甚至每天都有重量级事件,小道消息满天飞,我们很容易遇见各种各样的”潜在”投资线索,比如今天的美联航事件。 如何辨识一则消息对于我们的投资是否真实有效?如何决定一条投资线索变成真正的操作? 是放弃?是轻仓小试,还是重仓? 首先,我们来举例 常见弱认知例子: 阿里控股东南亚第一电商Laz","listText":"在正文前,先来讨论今天的一则热点事件:美联航United Airlines$(UAL)$ 航班因为超额售票超载,要求4名乘客改签,而其中1名亚裔乘客急着去看病人,拒绝改签,于是被强行拖下飞机,并造成重伤。 事发之后,我看到许多关于做空美联航的讨论,而$(UAL)$的股价盘前已经大跌超过-5%。 各位虎友,对于这个事件你们会做空美联航吗?尤其是会重仓做空吗? 上一篇文章中,我们说炒美股,不是把它当成赌博,而是我对行业的认知的变现。 但是,在认知过程中,是有不同场景、不同程度、不同状态的。 猎豹CEO傅盛在《所谓成长就是认知升级》中描述了认知的 4种状态: 人与人最大差别是认知。 切换到我们投资的场景中,不同的投资人对同一笔投资的多空方向判断、仓位比例选择都取决于各自的认知。 虽然认知不可量化,我依然将对投资线索的认知区分为:“强认知” 和 “弱认知”。 什么算“强认知”?什么算作“弱认知”? 在这方面,我见过最普遍的错误是,很多 “弱认知” 被当成 “强认知” 择以重仓操作,甚至上杠杆。 在心理学上,这是认知偏差。 在投资中,这是仓位错配。 强弱不明,轻重混淆。 如同打德州,顶对弱Ticker 的牌打到 All in,不论结果输赢,都算是没打对。 这是一个信息爆炸的社会,每周、甚至每天都有重量级事件,小道消息满天飞,我们很容易遇见各种各样的”潜在”投资线索,比如今天的美联航事件。 如何辨识一则消息对于我们的投资是否真实有效?如何决定一条投资线索变成真正的操作? 是放弃?是轻仓小试,还是重仓? 首先,我们来举例 常见弱认知例子: 阿里控股东南亚第一电商Laz","text":"在正文前,先来讨论今天的一则热点事件:美联航United Airlines$(UAL)$ 航班因为超额售票超载,要求4名乘客改签,而其中1名亚裔乘客急着去看病人,拒绝改签,于是被强行拖下飞机,并造成重伤。 事发之后,我看到许多关于做空美联航的讨论,而$(UAL)$的股价盘前已经大跌超过-5%。 各位虎友,对于这个事件你们会做空美联航吗?尤其是会重仓做空吗? 上一篇文章中,我们说炒美股,不是把它当成赌博,而是我对行业的认知的变现。 但是,在认知过程中,是有不同场景、不同程度、不同状态的。 猎豹CEO傅盛在《所谓成长就是认知升级》中描述了认知的 4种状态: 人与人最大差别是认知。 切换到我们投资的场景中,不同的投资人对同一笔投资的多空方向判断、仓位比例选择都取决于各自的认知。 虽然认知不可量化,我依然将对投资线索的认知区分为:“强认知” 和 “弱认知”。 什么算“强认知”?什么算作“弱认知”? 在这方面,我见过最普遍的错误是,很多 “弱认知” 被当成 “强认知” 择以重仓操作,甚至上杠杆。 在心理学上,这是认知偏差。 在投资中,这是仓位错配。 强弱不明,轻重混淆。 如同打德州,顶对弱Ticker 的牌打到 All in,不论结果输赢,都算是没打对。 这是一个信息爆炸的社会,每周、甚至每天都有重量级事件,小道消息满天飞,我们很容易遇见各种各样的”潜在”投资线索,比如今天的美联航事件。 如何辨识一则消息对于我们的投资是否真实有效?如何决定一条投资线索变成真正的操作? 是放弃?是轻仓小试,还是重仓? 首先,我们来举例 常见弱认知例子: 阿里控股东南亚第一电商Laz","images":[{"img":"https://static.laohu8.com/37eccd73ec2fc878a86070ede1da4684"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/53727","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927209546,"gmtCreate":1588865905685,"gmtModify":1704178743493,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927209546","repostId":"20200504233507450","repostType":13,"repost":{"supObjectId":"C20200504233022336","supType":16,"sup_object_id":"C20200504233022336","sup_type":"C20200504233022336"},"isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911423292,"gmtCreate":1578476676016,"gmtModify":1704337588836,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/911423292","repostId":"155079","repostType":1,"repost":{"id":155079,"gmtCreate":1517568917649,"gmtModify":1704888750254,"author":{"id":"36986358758400","authorId":"36986358758400","name":"小虎百科","avatar":"https://static.laohu8.com/a81c051836923a6d421bc355756dae72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36986358758400","authorIdStr":"36986358758400"},"themes":[],"title":"【ETF百科】Vanguard标普500指数ETF VOO.US——被动投资型指数基金","htmlText":"Vanguard标普500指数ETF VOO由Vanguard(领航投资)于2010年9月7日发行,基金旨在追踪SP500指数,迄今已成立7年,当前其基金经理为Donald M. Butler/Scott E. Geiger。和SPDR标普500指数ETF SPY相比,该基金优势在于管理费用低廉,但流动性较SPY差。 费率 基金年总管理费用为0.04%,同类型ETF SPY的总管理费用为0.0945%。管理费用反映的是一级市场ETF净值损耗,并非二级市场佣金费用,该等指标的实际意义在于,如果基金能完全跟踪目标指数表现,则该VOO净值的年增长幅度将比所跟踪目标指数低0.04%,可以理解为费用损耗。 主要持股 流动性 VOO发行规模达3834亿美元,比SPY发行规模要大,但是从成交量来看,VOO虽然发行规模大,但其日均成交金额大大低于SPY,仅为6.12亿美元,SPY的为216亿美元。 报酬比较 从叠加图来看,VOO基本复制了其所追踪指数SP&500。 报酬分析 过去五年,VOO涨幅为107.45%。以年化复合收益增长率计算,VOO三年复合增长13.54%,五年复合增长15.71%,该等收益远超市场无风险利率。 文章摘选自小虎研报2018.1.22 $(VOO)$ #ETF百科# 附注 报酬分析计算为原币别,且皆有考虑配息情况。 上述费率仅供参考,实际费率以发行销售机构最新披露为准。 上述资料只供参考用途,老虎证券自当尽力提供正确讯息,但如有错漏或疏忽,本公司或关系企业与其任何董事或任何受雇人,恕不负任何法律责任。","listText":"Vanguard标普500指数ETF VOO由Vanguard(领航投资)于2010年9月7日发行,基金旨在追踪SP500指数,迄今已成立7年,当前其基金经理为Donald M. Butler/Scott E. Geiger。和SPDR标普500指数ETF SPY相比,该基金优势在于管理费用低廉,但流动性较SPY差。 费率 基金年总管理费用为0.04%,同类型ETF SPY的总管理费用为0.0945%。管理费用反映的是一级市场ETF净值损耗,并非二级市场佣金费用,该等指标的实际意义在于,如果基金能完全跟踪目标指数表现,则该VOO净值的年增长幅度将比所跟踪目标指数低0.04%,可以理解为费用损耗。 主要持股 流动性 VOO发行规模达3834亿美元,比SPY发行规模要大,但是从成交量来看,VOO虽然发行规模大,但其日均成交金额大大低于SPY,仅为6.12亿美元,SPY的为216亿美元。 报酬比较 从叠加图来看,VOO基本复制了其所追踪指数SP&500。 报酬分析 过去五年,VOO涨幅为107.45%。以年化复合收益增长率计算,VOO三年复合增长13.54%,五年复合增长15.71%,该等收益远超市场无风险利率。 文章摘选自小虎研报2018.1.22 $(VOO)$ #ETF百科# 附注 报酬分析计算为原币别,且皆有考虑配息情况。 上述费率仅供参考,实际费率以发行销售机构最新披露为准。 上述资料只供参考用途,老虎证券自当尽力提供正确讯息,但如有错漏或疏忽,本公司或关系企业与其任何董事或任何受雇人,恕不负任何法律责任。","text":"Vanguard标普500指数ETF VOO由Vanguard(领航投资)于2010年9月7日发行,基金旨在追踪SP500指数,迄今已成立7年,当前其基金经理为Donald M. Butler/Scott E. Geiger。和SPDR标普500指数ETF SPY相比,该基金优势在于管理费用低廉,但流动性较SPY差。 费率 基金年总管理费用为0.04%,同类型ETF SPY的总管理费用为0.0945%。管理费用反映的是一级市场ETF净值损耗,并非二级市场佣金费用,该等指标的实际意义在于,如果基金能完全跟踪目标指数表现,则该VOO净值的年增长幅度将比所跟踪目标指数低0.04%,可以理解为费用损耗。 主要持股 流动性 VOO发行规模达3834亿美元,比SPY发行规模要大,但是从成交量来看,VOO虽然发行规模大,但其日均成交金额大大低于SPY,仅为6.12亿美元,SPY的为216亿美元。 报酬比较 从叠加图来看,VOO基本复制了其所追踪指数SP&500。 报酬分析 过去五年,VOO涨幅为107.45%。以年化复合收益增长率计算,VOO三年复合增长13.54%,五年复合增长15.71%,该等收益远超市场无风险利率。 文章摘选自小虎研报2018.1.22 $(VOO)$ #ETF百科# 附注 报酬分析计算为原币别,且皆有考虑配息情况。 上述费率仅供参考,实际费率以发行销售机构最新披露为准。 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src=\"https://static.tigerbbs.com/770e3b7611d39e9ab527d69f3ec11def\" tg-width=\"1384\" tg-height=\"761\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/35eed33486173dd1ecaae5044f719996\" tg-width=\"956\" tg-height=\"732\" referrerpolicy=\"no-referrer\"></p>","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>美国三大股指均跌超1%,道指跌约400点</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; 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src=\"https://static.tigerbbs.com/d871052d4c1456068a74bcc60ee0d2fc\" tg-width=\"671\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fbc9e9cf8716403194327a01baea0c0a\" tg-width=\"671\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b4ca5e63ac72cae2c35586726514145b\" tg-width=\"671\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c0fe101918eef59c11c6bcf02c70410b\" tg-width=\"1384\" tg-height=\"753\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/357c7a765043296da50b1602726933d5\" tg-width=\"1384\" tg-height=\"761\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/770e3b7611d39e9ab527d69f3ec11def\" tg-width=\"1384\" tg-height=\"761\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/35eed33486173dd1ecaae5044f719996\" tg-width=\"956\" tg-height=\"732\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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QQQ——被动投资型指数基金","htmlText":"PowerShares纳斯达克100指数ETF QQQ由PowerShares于1999年3月10日发行,迄今已成立19年。当前其基金经理为Daniel E. Draper/John M. Zerr,该基金所追踪之指数为纳斯达克100指数,纳斯达克100指数是美国纳斯达克100只最大型本地及国际非金融类上市公司组成的股市指数,与标准普尔500指数不同,在成份股中并没有金融机构。 费率 基金年总管理费用为0.2%,该费用反映一级市场ETF净值损耗,并非二级市场佣金费用。该等指标的实际意义在于,如果保持发行规模不变,该ETF净值的年增长幅度将比标普500指数的低0.2%,可以理解为费用损耗。 主要持股 流动性 QQQ发行规模达597.67亿美元,11月日均成交约3476万股,成交规模约52.14亿美元,流动性充足。 报酬比较 黄线为标普500指数走势,白线为QQQ走势。从走势比较来看,自09年开始,科技股走势逐渐超越市场整体表现。 报酬分析 过去十年,QQQ涨幅为232.74%,同期SP500的涨幅为120.18%。以年化复合收益增长率计算,QQQ三年符合增长15.38%,五年复合增长20.91%,十年复合增长12.77%。综合来看,QQQ所代表的科技股走势,在过去十年成绩斐然,可以说过去的十年是科技股的十年。 文章摘选自老虎研报2018/1/2 $(QQQ)$ #ETF百科# 附注 报酬分析计算为原币别,且皆有考虑配息情况。 上述费率仅供参考,实际费率以发行销售机构最新披露为准。 上述资料只供参考用途,老虎证券自当尽力提供正确讯息,但如有错漏或疏忽,本公司或关系企业与其任何董事或任何受雇人,恕不负任何法律责任。","listText":"PowerShares纳斯达克100指数ETF QQQ由PowerShares于1999年3月10日发行,迄今已成立19年。当前其基金经理为Daniel E. Draper/John M. Zerr,该基金所追踪之指数为纳斯达克100指数,纳斯达克100指数是美国纳斯达克100只最大型本地及国际非金融类上市公司组成的股市指数,与标准普尔500指数不同,在成份股中并没有金融机构。 费率 基金年总管理费用为0.2%,该费用反映一级市场ETF净值损耗,并非二级市场佣金费用。该等指标的实际意义在于,如果保持发行规模不变,该ETF净值的年增长幅度将比标普500指数的低0.2%,可以理解为费用损耗。 主要持股 流动性 QQQ发行规模达597.67亿美元,11月日均成交约3476万股,成交规模约52.14亿美元,流动性充足。 报酬比较 黄线为标普500指数走势,白线为QQQ走势。从走势比较来看,自09年开始,科技股走势逐渐超越市场整体表现。 报酬分析 过去十年,QQQ涨幅为232.74%,同期SP500的涨幅为120.18%。以年化复合收益增长率计算,QQQ三年符合增长15.38%,五年复合增长20.91%,十年复合增长12.77%。综合来看,QQQ所代表的科技股走势,在过去十年成绩斐然,可以说过去的十年是科技股的十年。 文章摘选自老虎研报2018/1/2 $(QQQ)$ #ETF百科# 附注 报酬分析计算为原币别,且皆有考虑配息情况。 上述费率仅供参考,实际费率以发行销售机构最新披露为准。 上述资料只供参考用途,老虎证券自当尽力提供正确讯息,但如有错漏或疏忽,本公司或关系企业与其任何董事或任何受雇人,恕不负任何法律责任。","text":"PowerShares纳斯达克100指数ETF QQQ由PowerShares于1999年3月10日发行,迄今已成立19年。当前其基金经理为Daniel E. Draper/John M. Zerr,该基金所追踪之指数为纳斯达克100指数,纳斯达克100指数是美国纳斯达克100只最大型本地及国际非金融类上市公司组成的股市指数,与标准普尔500指数不同,在成份股中并没有金融机构。 费率 基金年总管理费用为0.2%,该费用反映一级市场ETF净值损耗,并非二级市场佣金费用。该等指标的实际意义在于,如果保持发行规模不变,该ETF净值的年增长幅度将比标普500指数的低0.2%,可以理解为费用损耗。 主要持股 流动性 QQQ发行规模达597.67亿美元,11月日均成交约3476万股,成交规模约52.14亿美元,流动性充足。 报酬比较 黄线为标普500指数走势,白线为QQQ走势。从走势比较来看,自09年开始,科技股走势逐渐超越市场整体表现。 报酬分析 过去十年,QQQ涨幅为232.74%,同期SP500的涨幅为120.18%。以年化复合收益增长率计算,QQQ三年符合增长15.38%,五年复合增长20.91%,十年复合增长12.77%。综合来看,QQQ所代表的科技股走势,在过去十年成绩斐然,可以说过去的十年是科技股的十年。 文章摘选自老虎研报2018/1/2 $(QQQ)$ #ETF百科# 附注 报酬分析计算为原币别,且皆有考虑配息情况。 上述费率仅供参考,实际费率以发行销售机构最新披露为准。 上述资料只供参考用途,老虎证券自当尽力提供正确讯息,但如有错漏或疏忽,本公司或关系企业与其任何董事或任何受雇人,恕不负任何法律责任。","images":[{"img":"https://static.laohu8.com/e9192b2b6102c66cf9fec3c05517d10e"},{"img":"https://static.laohu8.com/7773bd2a9f14a10fb856486016d02db8"},{"img":"https://static.laohu8.com/bbc9ef65caa02ae9ca4657adae7b4b5b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141827","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335904938,"gmtCreate":1610500364724,"gmtModify":1703744783613,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335904938","repostId":"2103142927","repostType":2,"isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332778633,"gmtCreate":1610466508322,"gmtModify":1703744623116,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332778633","repostId":"1110742144","repostType":4,"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332165802,"gmtCreate":1610358902706,"gmtModify":1703743712731,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332165802","repostId":"1184883848","repostType":4,"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336727010,"gmtCreate":1610164377730,"gmtModify":1703743165813,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336727010","repostId":"2102495251","repostType":4,"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333655995,"gmtCreate":1609257202317,"gmtModify":1703738507584,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333655995","repostId":"943963539","repostType":1,"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330051849,"gmtCreate":1608459630881,"gmtModify":1703735013086,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"反复看几遍了,膜拜我男神...","listText":"反复看几遍了,膜拜我男神...","text":"反复看几遍了,膜拜我男神...","images":[],"top":1,"highlighted":1,"essential":1,"paper":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Airlines$(UAL)$ 航班因为超额售票超载,要求4名乘客改签,而其中1名亚裔乘客急着去看病人,拒绝改签,于是被强行拖下飞机,并造成重伤。 事发之后,我看到许多关于做空美联航的讨论,而$(UAL)$的股价盘前已经大跌超过-5%。 各位虎友,对于这个事件你们会做空美联航吗?尤其是会重仓做空吗? 上一篇文章中,我们说炒美股,不是把它当成赌博,而是我对行业的认知的变现。 但是,在认知过程中,是有不同场景、不同程度、不同状态的。 猎豹CEO傅盛在《所谓成长就是认知升级》中描述了认知的 4种状态: 人与人最大差别是认知。 切换到我们投资的场景中,不同的投资人对同一笔投资的多空方向判断、仓位比例选择都取决于各自的认知。 虽然认知不可量化,我依然将对投资线索的认知区分为:“强认知” 和 “弱认知”。 什么算“强认知”?什么算作“弱认知”? 在这方面,我见过最普遍的错误是,很多 “弱认知” 被当成 “强认知” 择以重仓操作,甚至上杠杆。 在心理学上,这是认知偏差。 在投资中,这是仓位错配。 强弱不明,轻重混淆。 如同打德州,顶对弱Ticker 的牌打到 All in,不论结果输赢,都算是没打对。 这是一个信息爆炸的社会,每周、甚至每天都有重量级事件,小道消息满天飞,我们很容易遇见各种各样的”潜在”投资线索,比如今天的美联航事件。 如何辨识一则消息对于我们的投资是否真实有效?如何决定一条投资线索变成真正的操作? 是放弃?是轻仓小试,还是重仓? 首先,我们来举例 常见弱认知例子: 阿里控股东南亚第一电商Laz","listText":"在正文前,先来讨论今天的一则热点事件:美联航United Airlines$(UAL)$ 航班因为超额售票超载,要求4名乘客改签,而其中1名亚裔乘客急着去看病人,拒绝改签,于是被强行拖下飞机,并造成重伤。 事发之后,我看到许多关于做空美联航的讨论,而$(UAL)$的股价盘前已经大跌超过-5%。 各位虎友,对于这个事件你们会做空美联航吗?尤其是会重仓做空吗? 上一篇文章中,我们说炒美股,不是把它当成赌博,而是我对行业的认知的变现。 但是,在认知过程中,是有不同场景、不同程度、不同状态的。 猎豹CEO傅盛在《所谓成长就是认知升级》中描述了认知的 4种状态: 人与人最大差别是认知。 切换到我们投资的场景中,不同的投资人对同一笔投资的多空方向判断、仓位比例选择都取决于各自的认知。 虽然认知不可量化,我依然将对投资线索的认知区分为:“强认知” 和 “弱认知”。 什么算“强认知”?什么算作“弱认知”? 在这方面,我见过最普遍的错误是,很多 “弱认知” 被当成 “强认知” 择以重仓操作,甚至上杠杆。 在心理学上,这是认知偏差。 在投资中,这是仓位错配。 强弱不明,轻重混淆。 如同打德州,顶对弱Ticker 的牌打到 All in,不论结果输赢,都算是没打对。 这是一个信息爆炸的社会,每周、甚至每天都有重量级事件,小道消息满天飞,我们很容易遇见各种各样的”潜在”投资线索,比如今天的美联航事件。 如何辨识一则消息对于我们的投资是否真实有效?如何决定一条投资线索变成真正的操作? 是放弃?是轻仓小试,还是重仓? 首先,我们来举例 常见弱认知例子: 阿里控股东南亚第一电商Laz","text":"在正文前,先来讨论今天的一则热点事件:美联航United Airlines$(UAL)$ 航班因为超额售票超载,要求4名乘客改签,而其中1名亚裔乘客急着去看病人,拒绝改签,于是被强行拖下飞机,并造成重伤。 事发之后,我看到许多关于做空美联航的讨论,而$(UAL)$的股价盘前已经大跌超过-5%。 各位虎友,对于这个事件你们会做空美联航吗?尤其是会重仓做空吗? 上一篇文章中,我们说炒美股,不是把它当成赌博,而是我对行业的认知的变现。 但是,在认知过程中,是有不同场景、不同程度、不同状态的。 猎豹CEO傅盛在《所谓成长就是认知升级》中描述了认知的 4种状态: 人与人最大差别是认知。 切换到我们投资的场景中,不同的投资人对同一笔投资的多空方向判断、仓位比例选择都取决于各自的认知。 虽然认知不可量化,我依然将对投资线索的认知区分为:“强认知” 和 “弱认知”。 什么算“强认知”?什么算作“弱认知”? 在这方面,我见过最普遍的错误是,很多 “弱认知” 被当成 “强认知” 择以重仓操作,甚至上杠杆。 在心理学上,这是认知偏差。 在投资中,这是仓位错配。 强弱不明,轻重混淆。 如同打德州,顶对弱Ticker 的牌打到 All in,不论结果输赢,都算是没打对。 这是一个信息爆炸的社会,每周、甚至每天都有重量级事件,小道消息满天飞,我们很容易遇见各种各样的”潜在”投资线索,比如今天的美联航事件。 如何辨识一则消息对于我们的投资是否真实有效?如何决定一条投资线索变成真正的操作? 是放弃?是轻仓小试,还是重仓? 首先,我们来举例 常见弱认知例子: 阿里控股东南亚第一电商Laz","images":[{"img":"https://static.laohu8.com/37eccd73ec2fc878a86070ede1da4684"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/53727","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927209546,"gmtCreate":1588865905685,"gmtModify":1704178743493,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927209546","repostId":"20200504233507450","repostType":13,"repost":{"supObjectId":"C20200504233022336","supType":16,"sup_object_id":"C20200504233022336","sup_type":"C20200504233022336"},"isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911423292,"gmtCreate":1578476676016,"gmtModify":1704337588836,"author":{"id":"3497443830269846","authorId":"3497443830269846","name":"Alpha_seeker","avatar":"https://static.tigerbbs.com/53e1bd963207e331fd6ab6218389a89e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497443830269846","authorIdStr":"3497443830269846"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/911423292","repostId":"155079","repostType":1,"repost":{"id":155079,"gmtCreate":1517568917649,"gmtModify":1704888750254,"author":{"id":"36986358758400","authorId":"36986358758400","name":"小虎百科","avatar":"https://static.laohu8.com/a81c051836923a6d421bc355756dae72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36986358758400","authorIdStr":"36986358758400"},"themes":[],"title":"【ETF百科】Vanguard标普500指数ETF VOO.US——被动投资型指数基金","htmlText":"Vanguard标普500指数ETF VOO由Vanguard(领航投资)于2010年9月7日发行,基金旨在追踪SP500指数,迄今已成立7年,当前其基金经理为Donald M. Butler/Scott E. Geiger。和SPDR标普500指数ETF SPY相比,该基金优势在于管理费用低廉,但流动性较SPY差。 费率 基金年总管理费用为0.04%,同类型ETF SPY的总管理费用为0.0945%。管理费用反映的是一级市场ETF净值损耗,并非二级市场佣金费用,该等指标的实际意义在于,如果基金能完全跟踪目标指数表现,则该VOO净值的年增长幅度将比所跟踪目标指数低0.04%,可以理解为费用损耗。 主要持股 流动性 VOO发行规模达3834亿美元,比SPY发行规模要大,但是从成交量来看,VOO虽然发行规模大,但其日均成交金额大大低于SPY,仅为6.12亿美元,SPY的为216亿美元。 报酬比较 从叠加图来看,VOO基本复制了其所追踪指数SP&500。 报酬分析 过去五年,VOO涨幅为107.45%。以年化复合收益增长率计算,VOO三年复合增长13.54%,五年复合增长15.71%,该等收益远超市场无风险利率。 文章摘选自小虎研报2018.1.22 $(VOO)$ #ETF百科# 附注 报酬分析计算为原币别,且皆有考虑配息情况。 上述费率仅供参考,实际费率以发行销售机构最新披露为准。 上述资料只供参考用途,老虎证券自当尽力提供正确讯息,但如有错漏或疏忽,本公司或关系企业与其任何董事或任何受雇人,恕不负任何法律责任。","listText":"Vanguard标普500指数ETF VOO由Vanguard(领航投资)于2010年9月7日发行,基金旨在追踪SP500指数,迄今已成立7年,当前其基金经理为Donald M. Butler/Scott E. Geiger。和SPDR标普500指数ETF SPY相比,该基金优势在于管理费用低廉,但流动性较SPY差。 费率 基金年总管理费用为0.04%,同类型ETF SPY的总管理费用为0.0945%。管理费用反映的是一级市场ETF净值损耗,并非二级市场佣金费用,该等指标的实际意义在于,如果基金能完全跟踪目标指数表现,则该VOO净值的年增长幅度将比所跟踪目标指数低0.04%,可以理解为费用损耗。 主要持股 流动性 VOO发行规模达3834亿美元,比SPY发行规模要大,但是从成交量来看,VOO虽然发行规模大,但其日均成交金额大大低于SPY,仅为6.12亿美元,SPY的为216亿美元。 报酬比较 从叠加图来看,VOO基本复制了其所追踪指数SP&500。 报酬分析 过去五年,VOO涨幅为107.45%。以年化复合收益增长率计算,VOO三年复合增长13.54%,五年复合增长15.71%,该等收益远超市场无风险利率。 文章摘选自小虎研报2018.1.22 $(VOO)$ #ETF百科# 附注 报酬分析计算为原币别,且皆有考虑配息情况。 上述费率仅供参考,实际费率以发行销售机构最新披露为准。 上述资料只供参考用途,老虎证券自当尽力提供正确讯息,但如有错漏或疏忽,本公司或关系企业与其任何董事或任何受雇人,恕不负任何法律责任。","text":"Vanguard标普500指数ETF VOO由Vanguard(领航投资)于2010年9月7日发行,基金旨在追踪SP500指数,迄今已成立7年,当前其基金经理为Donald M. Butler/Scott E. Geiger。和SPDR标普500指数ETF SPY相比,该基金优势在于管理费用低廉,但流动性较SPY差。 费率 基金年总管理费用为0.04%,同类型ETF SPY的总管理费用为0.0945%。管理费用反映的是一级市场ETF净值损耗,并非二级市场佣金费用,该等指标的实际意义在于,如果基金能完全跟踪目标指数表现,则该VOO净值的年增长幅度将比所跟踪目标指数低0.04%,可以理解为费用损耗。 主要持股 流动性 VOO发行规模达3834亿美元,比SPY发行规模要大,但是从成交量来看,VOO虽然发行规模大,但其日均成交金额大大低于SPY,仅为6.12亿美元,SPY的为216亿美元。 报酬比较 从叠加图来看,VOO基本复制了其所追踪指数SP&500。 报酬分析 过去五年,VOO涨幅为107.45%。以年化复合收益增长率计算,VOO三年复合增长13.54%,五年复合增长15.71%,该等收益远超市场无风险利率。 文章摘选自小虎研报2018.1.22 $(VOO)$ #ETF百科# 附注 报酬分析计算为原币别,且皆有考虑配息情况。 上述费率仅供参考,实际费率以发行销售机构最新披露为准。 上述资料只供参考用途,老虎证券自当尽力提供正确讯息,但如有错漏或疏忽,本公司或关系企业与其任何董事或任何受雇人,恕不负任何法律责任。","images":[{"img":"https://static.laohu8.com/78df3dc32be0a66782919558c724dc87"},{"img":"https://static.laohu8.com/acdc73fe7038fba1eae13bf132c0c51a"},{"img":"https://static.laohu8.com/e70ee7e29827ba20a2d7cd730277f287"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155079","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}