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价值投机柳公子
2021-01-23
$RLX科技(RLX)$
感谢老虎
价值投机柳公子
2021-02-02
$老虎证券(TIGR)$
[龇牙]
价值投机柳公子
2021-02-01
$特斯拉(TSLA)$
再买点
价值投机柳公子
2021-01-22
$fuboTV Inc.(FUBO)$
坚定看多,坚定持有。
价值投机柳公子
2021-02-20
$途牛(TOUR)$
这几天下跌中不断加仓,小有收获
价值投机柳公子
2021-02-04
$迅雷(XNET)$
今天看这个
价值投机柳公子
2021-01-27
$BioRestorative Therapies, Inc.(BRTX)$
该启动了
价值投机柳公子
2021-02-23
股市回调的时候,复习一下这篇文章,调整好心态,继续战斗
@Gentle麦克斯:如何在股市回调中保护你的利润
价值投机柳公子
2021-02-05
$老虎证券(TIGR)$
继续
价值投机柳公子
2021-02-03
$Corbus Pharmaceuticals Holdings, Inc.(CRBP)$
长持
价值投机柳公子
2021-02-01
心态决定结果,永远敬畏市场
@NX01:没有什么行情,值得你迫不及待
价值投机柳公子
2021-01-31
逢低加仓APPL和TSLA
@FlowingCash:苹果、特斯拉财报速览,想不通估值就躺平
价值投机柳公子
2021-01-31
这篇文章不错,转发给大家看看
@景辰财经:新晋80后女首富身价1600亿,咱们老百姓远远欣赏一下就得了
价值投机柳公子
2021-01-27
$AMC院线(AMC)$
以小博大,知足了
价值投机柳公子
2021-01-23
$AMC院线(AMC)$
继续看多
去老虎APP查看更多动态
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投资银行高盛在盘后发出警告:如果散户逼空继续,会迎来多米诺骨牌效应,造成市场动荡。 从理论上讲高盛也代表华尔街的主流金融机构,不免让大家认为高盛是为既得利益辩护。但是作为我们广大的散户来说,我们投资美股的目的是看重美股有比较完善的金融监管, 对企业盈利和成长性的看重,以及吸引了全世界优秀的企业在美国上市。 剧烈波动不是我们希望看到的, 但是目前的情况来看, 散户逼空华尔街事件的影响已经超出了单纯的个股层面。 首先,目前持有空头头寸比较高的机构,为了追缴保证金不得不卖出其它股票,导致其它机构持股较高的股票下跌,比如上周的科技龙头们。其次,那些本身没有空头头寸, 但是因为持有的股票遭到其它机构的抛售,为了防止基金净值下滑,主动减少持股仓位,导致资金大幅流出, 最近几日观察到好几家主动ETF,共同基金连续几日减仓。再者,如果逼空情绪从GME, AMC 等股票蔓延到其它更多股票, 股市调整的时间和幅度都很难讲。所以,保护你的利润就非常重要, 投资是一场长跑,控制风险和持有股票同样重要。但是我不建议清仓股票, 因为清仓股票就意味着你失去了仓位,你出场后很难再在最佳的时机进场, 因为市场本身是不可预测的。 这里有两个方法可以保护你的利润,同时安然度过这次调整。第一种情况适合还有现金的同学: 不要拿现金立马去加仓, 现在市场还处在最难预测的时候, 不是加仓的好时间,等情形明朗,市场人气反弹再加仓也不迟。 你持有的股票,都卖出一手看涨期权, 行权价比目前价格设的高一点。到期日在1-2个月左右。 卖出看涨期权操作就是看跌股票, 用来对冲你的股票下跌。 如果市场继续下跌,期权的利润可以弥补股票的损失。 如果市场不跌反而反弹, 那么你的股票是赚钱的,但是你的期权不一定会亏钱,在到期日内股价没有反弹到行权价,你还是能拿","listText":"周五美股指数又大幅下跌,领跌的是科技权重股。 投资银行高盛在盘后发出警告:如果散户逼空继续,会迎来多米诺骨牌效应,造成市场动荡。 从理论上讲高盛也代表华尔街的主流金融机构,不免让大家认为高盛是为既得利益辩护。但是作为我们广大的散户来说,我们投资美股的目的是看重美股有比较完善的金融监管, 对企业盈利和成长性的看重,以及吸引了全世界优秀的企业在美国上市。 剧烈波动不是我们希望看到的, 但是目前的情况来看, 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target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> |苹果苹果在去年四季度(2021财年一季度)推出了很多新产品,5G的iPhone 12,Apple Watch 6,搭载M1芯片的Mac,还有一堆新iPad。苹果的产品这么香,新产品出来当然就会拉动业绩增长。并且,几乎全业务线的收入增速都去到了历史高点。iPhone业务收入655.97亿美元,同比增长17%,接近了2018年的增速高点。2021财年一季度的iPhone收入就几乎是2020财年全年iPhone收入的一半了,看来2021财年全年iPhone收入规模有可能超过2018财年,创出历史新高。Mac的收入也不错,单季度收入86.75亿美元,同比增长21%。笔记本市场早就是存量市场了,之前几个财年Mac收入规模增长得非常慢,自2011财年以来,上个季度的收入增速终于回到了20%+。苹果的M系列芯片真的有划时代意义,我记得当时刚过发布会,B站和油管上就有很多up都在讲M系列芯片的MacBook,从发布会刚结束就开始讲,一直讲到开箱。还有很多文章解释为什么M系列芯片的性能这么爆炸,完虐英特尔。M系列芯片所用的SoC,将多类型芯片集到一块,不仅增加了机器的性能,还把MacBook加入到了同为ARM架构的生态中。我记得苹果笔电的市占率常年在10%左右波动,期待搭载M系列芯片的Macbook可以拿下更多市场份额。话又说回来,苹果手上还有英特尔芯片。库克也说2021年还会有搭载英特尔芯片的MacBook,这显","listText":"这两家公司我都有持仓,并且发财报的时间都很接近,就一起看好了。<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> |苹果苹果在去年四季度(2021财年一季度)推出了很多新产品,5G的iPhone 12,Apple Watch 6,搭载M1芯片的Mac,还有一堆新iPad。苹果的产品这么香,新产品出来当然就会拉动业绩增长。并且,几乎全业务线的收入增速都去到了历史高点。iPhone业务收入655.97亿美元,同比增长17%,接近了2018年的增速高点。2021财年一季度的iPhone收入就几乎是2020财年全年iPhone收入的一半了,看来2021财年全年iPhone收入规模有可能超过2018财年,创出历史新高。Mac的收入也不错,单季度收入86.75亿美元,同比增长21%。笔记本市场早就是存量市场了,之前几个财年Mac收入规模增长得非常慢,自2011财年以来,上个季度的收入增速终于回到了20%+。苹果的M系列芯片真的有划时代意义,我记得当时刚过发布会,B站和油管上就有很多up都在讲M系列芯片的MacBook,从发布会刚结束就开始讲,一直讲到开箱。还有很多文章解释为什么M系列芯片的性能这么爆炸,完虐英特尔。M系列芯片所用的SoC,将多类型芯片集到一块,不仅增加了机器的性能,还把MacBook加入到了同为ARM架构的生态中。我记得苹果笔电的市占率常年在10%左右波动,期待搭载M系列芯片的Macbook可以拿下更多市场份额。话又说回来,苹果手上还有英特尔芯片。库克也说2021年还会有搭载英特尔芯片的MacBook,这显","text":"这两家公司我都有持仓,并且发财报的时间都很接近,就一起看好了。$苹果(AAPL)$ $特斯拉(TSLA)$ |苹果苹果在去年四季度(2021财年一季度)推出了很多新产品,5G的iPhone 12,Apple Watch 6,搭载M1芯片的Mac,还有一堆新iPad。苹果的产品这么香,新产品出来当然就会拉动业绩增长。并且,几乎全业务线的收入增速都去到了历史高点。iPhone业务收入655.97亿美元,同比增长17%,接近了2018年的增速高点。2021财年一季度的iPhone收入就几乎是2020财年全年iPhone收入的一半了,看来2021财年全年iPhone收入规模有可能超过2018财年,创出历史新高。Mac的收入也不错,单季度收入86.75亿美元,同比增长21%。笔记本市场早就是存量市场了,之前几个财年Mac收入规模增长得非常慢,自2011财年以来,上个季度的收入增速终于回到了20%+。苹果的M系列芯片真的有划时代意义,我记得当时刚过发布会,B站和油管上就有很多up都在讲M系列芯片的MacBook,从发布会刚结束就开始讲,一直讲到开箱。还有很多文章解释为什么M系列芯片的性能这么爆炸,完虐英特尔。M系列芯片所用的SoC,将多类型芯片集到一块,不仅增加了机器的性能,还把MacBook加入到了同为ARM架构的生态中。我记得苹果笔电的市占率常年在10%左右波动,期待搭载M系列芯片的Macbook可以拿下更多市场份额。话又说回来,苹果手上还有英特尔芯片。库克也说2021年还会有搭载英特尔芯片的MacBook,这显","images":[{"img":"https://static.tigerbbs.com/050c5714d1ba00565ccd59e75dafced2","width":"688","height":"367"},{"img":"https://static.tigerbbs.com/134287ba493db5222ddc7754538b13ea","width":"688","height":"152"},{"img":"https://static.tigerbbs.com/196b80c5495c323ae9816fa37b12d2b3","width":"688","height":"377"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312924156","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312128206,"gmtCreate":1612070854405,"gmtModify":1703757625064,"author":{"id":"3499159343832632","authorId":"3499159343832632","name":"价值投机柳公子","avatar":"https://static.tigerbbs.com/53b6deb5004657cdbb93c38dba7e5e47","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499159343832632","idStr":"3499159343832632"},"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/312128206","repostId":"312319226","repostType":1,"repost":{"id":312319226,"gmtCreate":1612017567965,"gmtModify":1703757457648,"author":{"id":"3483341938884489","authorId":"3483341938884489","name":"景辰财经","avatar":"https://static.laohu8.com/a5e89e6e34155c91e69a7cead5a72e85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483341938884489","idStr":"3483341938884489"},"themes":[],"title":"新晋80后女首富身价1600亿,咱们老百姓远远欣赏一下就得了","htmlText":"野蛮生长的电子烟在遭遇了2019年的网络禁售令之后,便进入了行业寒冬,沉寂一年,电子烟却再次火爆。源于电子烟第一股:雾芯科技上市。雾芯科技,是知名电子烟品牌悦刻的主体公司,本次登录纽交所,股票代码为:RLX,上市当日,悦刻暴涨104%,直接触发熔断停牌,最高时候,雾芯科技市值高达3000亿人民币。这也直接造就了一位80后新晋女首富:汪莹。汪莹在2018年之前供职于Uber,是中国区负责人,在滴滴兼并了Uber之后,创立了悦刻,2年融资28亿,在28个月之后,这家初创公司成功登陆纽交所,而创始人汪莹凭借58.7%的股份,身价也一度突破11600亿人民币,成为中国新晋女首富。而仅仅在去年,胡润百富榜的中国女富豪排行榜上,还只是以30亿人民币排名1739位,没想到仅仅几个月之后,她的财富便猛增至1629亿人民币,年仅39岁的汪莹,一举超越马云、马化腾,以及凭借农夫山泉新晋首富的钟睒睒,成为中国女首富。如果世界上真的有一夜暴富,可能这就是了。这是最好的时代,也是最坏的时代,更是令人意想不到的时代。实在没想到,在国家烟草管制之下,居然能让电子烟野蛮生长。虽然雾芯科技一直标榜自己是科技公司,但是本质依然是烟草公司。电子烟和卷烟一样,只不过不同于卷烟内部是烟丝,电子烟是通过烟弹,将尼古丁等雾化为蒸汽后供用户吸食,说白了,电子烟更像是传统卷烟实现了“互联网+”之后的产物。而且电子烟出现之后,一直处于灰色地带,目前还没有做出界定到底是否属于烟草行业,是否需要缴纳烟草税,目前电子烟分两部分:机身被归类于电子产品,而烟油则被归类于食品,所以目前电子烟还是按照普通消费品征税。按道理说,电子烟本质依然是在卖烟,尤其是电子烟被禁止网上销售之后,雾芯科技在全国各地开始广铺线下店,这和传统卷烟销售网点有什么区别?因此目前电子烟税务管制部分有待商榷,这也是悬在雾芯科技头顶的一把利剑,因为传统卷烟烟草税是这样","listText":"野蛮生长的电子烟在遭遇了2019年的网络禁售令之后,便进入了行业寒冬,沉寂一年,电子烟却再次火爆。源于电子烟第一股:雾芯科技上市。雾芯科技,是知名电子烟品牌悦刻的主体公司,本次登录纽交所,股票代码为:RLX,上市当日,悦刻暴涨104%,直接触发熔断停牌,最高时候,雾芯科技市值高达3000亿人民币。这也直接造就了一位80后新晋女首富:汪莹。汪莹在2018年之前供职于Uber,是中国区负责人,在滴滴兼并了Uber之后,创立了悦刻,2年融资28亿,在28个月之后,这家初创公司成功登陆纽交所,而创始人汪莹凭借58.7%的股份,身价也一度突破11600亿人民币,成为中国新晋女首富。而仅仅在去年,胡润百富榜的中国女富豪排行榜上,还只是以30亿人民币排名1739位,没想到仅仅几个月之后,她的财富便猛增至1629亿人民币,年仅39岁的汪莹,一举超越马云、马化腾,以及凭借农夫山泉新晋首富的钟睒睒,成为中国女首富。如果世界上真的有一夜暴富,可能这就是了。这是最好的时代,也是最坏的时代,更是令人意想不到的时代。实在没想到,在国家烟草管制之下,居然能让电子烟野蛮生长。虽然雾芯科技一直标榜自己是科技公司,但是本质依然是烟草公司。电子烟和卷烟一样,只不过不同于卷烟内部是烟丝,电子烟是通过烟弹,将尼古丁等雾化为蒸汽后供用户吸食,说白了,电子烟更像是传统卷烟实现了“互联网+”之后的产物。而且电子烟出现之后,一直处于灰色地带,目前还没有做出界定到底是否属于烟草行业,是否需要缴纳烟草税,目前电子烟分两部分:机身被归类于电子产品,而烟油则被归类于食品,所以目前电子烟还是按照普通消费品征税。按道理说,电子烟本质依然是在卖烟,尤其是电子烟被禁止网上销售之后,雾芯科技在全国各地开始广铺线下店,这和传统卷烟销售网点有什么区别?因此目前电子烟税务管制部分有待商榷,这也是悬在雾芯科技头顶的一把利剑,因为传统卷烟烟草税是这样","text":"野蛮生长的电子烟在遭遇了2019年的网络禁售令之后,便进入了行业寒冬,沉寂一年,电子烟却再次火爆。源于电子烟第一股:雾芯科技上市。雾芯科技,是知名电子烟品牌悦刻的主体公司,本次登录纽交所,股票代码为:RLX,上市当日,悦刻暴涨104%,直接触发熔断停牌,最高时候,雾芯科技市值高达3000亿人民币。这也直接造就了一位80后新晋女首富:汪莹。汪莹在2018年之前供职于Uber,是中国区负责人,在滴滴兼并了Uber之后,创立了悦刻,2年融资28亿,在28个月之后,这家初创公司成功登陆纽交所,而创始人汪莹凭借58.7%的股份,身价也一度突破11600亿人民币,成为中国新晋女首富。而仅仅在去年,胡润百富榜的中国女富豪排行榜上,还只是以30亿人民币排名1739位,没想到仅仅几个月之后,她的财富便猛增至1629亿人民币,年仅39岁的汪莹,一举超越马云、马化腾,以及凭借农夫山泉新晋首富的钟睒睒,成为中国女首富。如果世界上真的有一夜暴富,可能这就是了。这是最好的时代,也是最坏的时代,更是令人意想不到的时代。实在没想到,在国家烟草管制之下,居然能让电子烟野蛮生长。虽然雾芯科技一直标榜自己是科技公司,但是本质依然是烟草公司。电子烟和卷烟一样,只不过不同于卷烟内部是烟丝,电子烟是通过烟弹,将尼古丁等雾化为蒸汽后供用户吸食,说白了,电子烟更像是传统卷烟实现了“互联网+”之后的产物。而且电子烟出现之后,一直处于灰色地带,目前还没有做出界定到底是否属于烟草行业,是否需要缴纳烟草税,目前电子烟分两部分:机身被归类于电子产品,而烟油则被归类于食品,所以目前电子烟还是按照普通消费品征税。按道理说,电子烟本质依然是在卖烟,尤其是电子烟被禁止网上销售之后,雾芯科技在全国各地开始广铺线下店,这和传统卷烟销售网点有什么区别?因此目前电子烟税务管制部分有待商榷,这也是悬在雾芯科技头顶的一把利剑,因为传统卷烟烟草税是这样","images":[{"img":"https://static.tigerbbs.com/68478f87c6813f13a00e72dff8296afd","width":"1000","height":"667"},{"img":"https://static.tigerbbs.com/ebd51cac6120079e09280990ec23a279","width":"1080","height":"735"},{"img":"https://static.tigerbbs.com/98bd0bdb130eba9c6579678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后悔为什么不关注? 往往高点被套。2、关注了,前面不敢买,踏空了。 后悔为什么不敢买? 往往高点被套。3、买早了,抗浮亏。 &nb","listText":"这是《亏钱的100种姿势》第四篇,今天我来客串一下这个栏目吧。最近市场很热闹,纸浆也好,比特币也好,GME也好,行情大到你都不需要关注,就能从别人的问询中得知:你做比特币了吗?现在还能做GME吗?【一丨经验】第一个问题没什么问题,正常的交流。第二个问题透露出的是,对踏空的焦躁不安。这很正常,我们不批判什么,坦然接受就是了,没什么大不了的。但是有个经验,跟大家分享一下。一般来讲,如果一个标的你平时没怎么关注,等行情大到你从别人嘴里听到,那行情基本快到头了,拿比特币举个例子好了:【二丨人性】交易中的人性,很多时候是我们的敌人,被人性牵着鼻子走的人,在交易中永远都是痛苦的。细想下来,无非这几种情况:1、没关注,没买,踏空了。 后悔为什么不关注? 往往高点被套。2、关注了,前面不敢买,踏空了。 后悔为什么不敢买? 往往高点被套。3、买早了,抗浮亏。 &nb","text":"这是《亏钱的100种姿势》第四篇,今天我来客串一下这个栏目吧。最近市场很热闹,纸浆也好,比特币也好,GME也好,行情大到你都不需要关注,就能从别人的问询中得知:你做比特币了吗?现在还能做GME吗?【一丨经验】第一个问题没什么问题,正常的交流。第二个问题透露出的是,对踏空的焦躁不安。这很正常,我们不批判什么,坦然接受就是了,没什么大不了的。但是有个经验,跟大家分享一下。一般来讲,如果一个标的你平时没怎么关注,等行情大到你从别人嘴里听到,那行情基本快到头了,拿比特币举个例子好了:【二丨人性】交易中的人性,很多时候是我们的敌人,被人性牵着鼻子走的人,在交易中永远都是痛苦的。细想下来,无非这几种情况:1、没关注,没买,踏空了。 后悔为什么不关注? 往往高点被套。2、关注了,前面不敢买,踏空了。 后悔为什么不敢买? 往往高点被套。3、买早了,抗浮亏。 &nb","images":[{"img":"https://static.tigerbbs.com/4ae1e59e160f04d4fce42a822cff6e2b","width":"900","height":"383"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312714625","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312832652,"gmtCreate":1612089468076,"gmtModify":1703757705582,"author":{"id":"3499159343832632","authorId":"3499159343832632","name":"价值投机柳公子","avatar":"https://static.tigerbbs.com/53b6deb5004657cdbb93c38dba7e5e47","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499159343832632","authorIdStr":"3499159343832632"},"themes":[],"htmlText":"逢低加仓APPL和TSLA","listText":"逢低加仓APPL和TSLA","text":"逢低加仓APPL和TSLA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312832652","repostId":"312924156","repostType":1,"repost":{"id":312924156,"gmtCreate":1611998959975,"gmtModify":1703757374318,"author":{"id":"3516684144781058","authorId":"3516684144781058","name":"FlowingCash","avatar":"https://static.tigerbbs.com/67bf943fe99e7187f6072ef83d10041a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516684144781058","authorIdStr":"3516684144781058"},"themes":[],"title":"苹果、特斯拉财报速览,想不通估值就躺平","htmlText":"这两家公司我都有持仓,并且发财报的时间都很接近,就一起看好了。<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> |苹果苹果在去年四季度(2021财年一季度)推出了很多新产品,5G的iPhone 12,Apple Watch 6,搭载M1芯片的Mac,还有一堆新iPad。苹果的产品这么香,新产品出来当然就会拉动业绩增长。并且,几乎全业务线的收入增速都去到了历史高点。iPhone业务收入655.97亿美元,同比增长17%,接近了2018年的增速高点。2021财年一季度的iPhone收入就几乎是2020财年全年iPhone收入的一半了,看来2021财年全年iPhone收入规模有可能超过2018财年,创出历史新高。Mac的收入也不错,单季度收入86.75亿美元,同比增长21%。笔记本市场早就是存量市场了,之前几个财年Mac收入规模增长得非常慢,自2011财年以来,上个季度的收入增速终于回到了20%+。苹果的M系列芯片真的有划时代意义,我记得当时刚过发布会,B站和油管上就有很多up都在讲M系列芯片的MacBook,从发布会刚结束就开始讲,一直讲到开箱。还有很多文章解释为什么M系列芯片的性能这么爆炸,完虐英特尔。M系列芯片所用的SoC,将多类型芯片集到一块,不仅增加了机器的性能,还把MacBook加入到了同为ARM架构的生态中。我记得苹果笔电的市占率常年在10%左右波动,期待搭载M系列芯片的Macbook可以拿下更多市场份额。话又说回来,苹果手上还有英特尔芯片。库克也说2021年还会有搭载英特尔芯片的MacBook,这显","listText":"这两家公司我都有持仓,并且发财报的时间都很接近,就一起看好了。<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> |苹果苹果在去年四季度(2021财年一季度)推出了很多新产品,5G的iPhone 12,Apple Watch 6,搭载M1芯片的Mac,还有一堆新iPad。苹果的产品这么香,新产品出来当然就会拉动业绩增长。并且,几乎全业务线的收入增速都去到了历史高点。iPhone业务收入655.97亿美元,同比增长17%,接近了2018年的增速高点。2021财年一季度的iPhone收入就几乎是2020财年全年iPhone收入的一半了,看来2021财年全年iPhone收入规模有可能超过2018财年,创出历史新高。Mac的收入也不错,单季度收入86.75亿美元,同比增长21%。笔记本市场早就是存量市场了,之前几个财年Mac收入规模增长得非常慢,自2011财年以来,上个季度的收入增速终于回到了20%+。苹果的M系列芯片真的有划时代意义,我记得当时刚过发布会,B站和油管上就有很多up都在讲M系列芯片的MacBook,从发布会刚结束就开始讲,一直讲到开箱。还有很多文章解释为什么M系列芯片的性能这么爆炸,完虐英特尔。M系列芯片所用的SoC,将多类型芯片集到一块,不仅增加了机器的性能,还把MacBook加入到了同为ARM架构的生态中。我记得苹果笔电的市占率常年在10%左右波动,期待搭载M系列芯片的Macbook可以拿下更多市场份额。话又说回来,苹果手上还有英特尔芯片。库克也说2021年还会有搭载英特尔芯片的MacBook,这显","text":"这两家公司我都有持仓,并且发财报的时间都很接近,就一起看好了。$苹果(AAPL)$ $特斯拉(TSLA)$ |苹果苹果在去年四季度(2021财年一季度)推出了很多新产品,5G的iPhone 12,Apple Watch 6,搭载M1芯片的Mac,还有一堆新iPad。苹果的产品这么香,新产品出来当然就会拉动业绩增长。并且,几乎全业务线的收入增速都去到了历史高点。iPhone业务收入655.97亿美元,同比增长17%,接近了2018年的增速高点。2021财年一季度的iPhone收入就几乎是2020财年全年iPhone收入的一半了,看来2021财年全年iPhone收入规模有可能超过2018财年,创出历史新高。Mac的收入也不错,单季度收入86.75亿美元,同比增长21%。笔记本市场早就是存量市场了,之前几个财年Mac收入规模增长得非常慢,自2011财年以来,上个季度的收入增速终于回到了20%+。苹果的M系列芯片真的有划时代意义,我记得当时刚过发布会,B站和油管上就有很多up都在讲M系列芯片的MacBook,从发布会刚结束就开始讲,一直讲到开箱。还有很多文章解释为什么M系列芯片的性能这么爆炸,完虐英特尔。M系列芯片所用的SoC,将多类型芯片集到一块,不仅增加了机器的性能,还把MacBook加入到了同为ARM架构的生态中。我记得苹果笔电的市占率常年在10%左右波动,期待搭载M系列芯片的Macbook可以拿下更多市场份额。话又说回来,苹果手上还有英特尔芯片。库克也说2021年还会有搭载英特尔芯片的MacBook,这显","images":[{"img":"https://static.tigerbbs.com/050c5714d1ba00565ccd59e75dafced2","width":"688","height":"367"},{"img":"https://static.tigerbbs.com/134287ba493db5222ddc7754538b13ea","width":"688","height":"152"},{"img":"https://static.tigerbbs.com/196b80c5495c323ae9816fa37b12d2b3","width":"688","height":"377"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312924156","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312128206,"gmtCreate":1612070854405,"gmtModify":1703757625064,"author":{"id":"3499159343832632","authorId":"3499159343832632","name":"价值投机柳公子","avatar":"https://static.tigerbbs.com/53b6deb5004657cdbb93c38dba7e5e47","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499159343832632","authorIdStr":"3499159343832632"},"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/312128206","repostId":"312319226","repostType":1,"repost":{"id":312319226,"gmtCreate":1612017567965,"gmtModify":1703757457648,"author":{"id":"3483341938884489","authorId":"3483341938884489","name":"景辰财经","avatar":"https://static.laohu8.com/a5e89e6e34155c91e69a7cead5a72e85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3483341938884489","authorIdStr":"3483341938884489"},"themes":[],"title":"新晋80后女首富身价1600亿,咱们老百姓远远欣赏一下就得了","htmlText":"野蛮生长的电子烟在遭遇了2019年的网络禁售令之后,便进入了行业寒冬,沉寂一年,电子烟却再次火爆。源于电子烟第一股:雾芯科技上市。雾芯科技,是知名电子烟品牌悦刻的主体公司,本次登录纽交所,股票代码为:RLX,上市当日,悦刻暴涨104%,直接触发熔断停牌,最高时候,雾芯科技市值高达3000亿人民币。这也直接造就了一位80后新晋女首富:汪莹。汪莹在2018年之前供职于Uber,是中国区负责人,在滴滴兼并了Uber之后,创立了悦刻,2年融资28亿,在28个月之后,这家初创公司成功登陆纽交所,而创始人汪莹凭借58.7%的股份,身价也一度突破11600亿人民币,成为中国新晋女首富。而仅仅在去年,胡润百富榜的中国女富豪排行榜上,还只是以30亿人民币排名1739位,没想到仅仅几个月之后,她的财富便猛增至1629亿人民币,年仅39岁的汪莹,一举超越马云、马化腾,以及凭借农夫山泉新晋首富的钟睒睒,成为中国女首富。如果世界上真的有一夜暴富,可能这就是了。这是最好的时代,也是最坏的时代,更是令人意想不到的时代。实在没想到,在国家烟草管制之下,居然能让电子烟野蛮生长。虽然雾芯科技一直标榜自己是科技公司,但是本质依然是烟草公司。电子烟和卷烟一样,只不过不同于卷烟内部是烟丝,电子烟是通过烟弹,将尼古丁等雾化为蒸汽后供用户吸食,说白了,电子烟更像是传统卷烟实现了“互联网+”之后的产物。而且电子烟出现之后,一直处于灰色地带,目前还没有做出界定到底是否属于烟草行业,是否需要缴纳烟草税,目前电子烟分两部分:机身被归类于电子产品,而烟油则被归类于食品,所以目前电子烟还是按照普通消费品征税。按道理说,电子烟本质依然是在卖烟,尤其是电子烟被禁止网上销售之后,雾芯科技在全国各地开始广铺线下店,这和传统卷烟销售网点有什么区别?因此目前电子烟税务管制部分有待商榷,这也是悬在雾芯科技头顶的一把利剑,因为传统卷烟烟草税是这样","listText":"野蛮生长的电子烟在遭遇了2019年的网络禁售令之后,便进入了行业寒冬,沉寂一年,电子烟却再次火爆。源于电子烟第一股:雾芯科技上市。雾芯科技,是知名电子烟品牌悦刻的主体公司,本次登录纽交所,股票代码为:RLX,上市当日,悦刻暴涨104%,直接触发熔断停牌,最高时候,雾芯科技市值高达3000亿人民币。这也直接造就了一位80后新晋女首富:汪莹。汪莹在2018年之前供职于Uber,是中国区负责人,在滴滴兼并了Uber之后,创立了悦刻,2年融资28亿,在28个月之后,这家初创公司成功登陆纽交所,而创始人汪莹凭借58.7%的股份,身价也一度突破11600亿人民币,成为中国新晋女首富。而仅仅在去年,胡润百富榜的中国女富豪排行榜上,还只是以30亿人民币排名1739位,没想到仅仅几个月之后,她的财富便猛增至1629亿人民币,年仅39岁的汪莹,一举超越马云、马化腾,以及凭借农夫山泉新晋首富的钟睒睒,成为中国女首富。如果世界上真的有一夜暴富,可能这就是了。这是最好的时代,也是最坏的时代,更是令人意想不到的时代。实在没想到,在国家烟草管制之下,居然能让电子烟野蛮生长。虽然雾芯科技一直标榜自己是科技公司,但是本质依然是烟草公司。电子烟和卷烟一样,只不过不同于卷烟内部是烟丝,电子烟是通过烟弹,将尼古丁等雾化为蒸汽后供用户吸食,说白了,电子烟更像是传统卷烟实现了“互联网+”之后的产物。而且电子烟出现之后,一直处于灰色地带,目前还没有做出界定到底是否属于烟草行业,是否需要缴纳烟草税,目前电子烟分两部分:机身被归类于电子产品,而烟油则被归类于食品,所以目前电子烟还是按照普通消费品征税。按道理说,电子烟本质依然是在卖烟,尤其是电子烟被禁止网上销售之后,雾芯科技在全国各地开始广铺线下店,这和传统卷烟销售网点有什么区别?因此目前电子烟税务管制部分有待商榷,这也是悬在雾芯科技头顶的一把利剑,因为传统卷烟烟草税是这样","text":"野蛮生长的电子烟在遭遇了2019年的网络禁售令之后,便进入了行业寒冬,沉寂一年,电子烟却再次火爆。源于电子烟第一股:雾芯科技上市。雾芯科技,是知名电子烟品牌悦刻的主体公司,本次登录纽交所,股票代码为:RLX,上市当日,悦刻暴涨104%,直接触发熔断停牌,最高时候,雾芯科技市值高达3000亿人民币。这也直接造就了一位80后新晋女首富:汪莹。汪莹在2018年之前供职于Uber,是中国区负责人,在滴滴兼并了Uber之后,创立了悦刻,2年融资28亿,在28个月之后,这家初创公司成功登陆纽交所,而创始人汪莹凭借58.7%的股份,身价也一度突破11600亿人民币,成为中国新晋女首富。而仅仅在去年,胡润百富榜的中国女富豪排行榜上,还只是以30亿人民币排名1739位,没想到仅仅几个月之后,她的财富便猛增至1629亿人民币,年仅39岁的汪莹,一举超越马云、马化腾,以及凭借农夫山泉新晋首富的钟睒睒,成为中国女首富。如果世界上真的有一夜暴富,可能这就是了。这是最好的时代,也是最坏的时代,更是令人意想不到的时代。实在没想到,在国家烟草管制之下,居然能让电子烟野蛮生长。虽然雾芯科技一直标榜自己是科技公司,但是本质依然是烟草公司。电子烟和卷烟一样,只不过不同于卷烟内部是烟丝,电子烟是通过烟弹,将尼古丁等雾化为蒸汽后供用户吸食,说白了,电子烟更像是传统卷烟实现了“互联网+”之后的产物。而且电子烟出现之后,一直处于灰色地带,目前还没有做出界定到底是否属于烟草行业,是否需要缴纳烟草税,目前电子烟分两部分:机身被归类于电子产品,而烟油则被归类于食品,所以目前电子烟还是按照普通消费品征税。按道理说,电子烟本质依然是在卖烟,尤其是电子烟被禁止网上销售之后,雾芯科技在全国各地开始广铺线下店,这和传统卷烟销售网点有什么区别?因此目前电子烟税务管制部分有待商榷,这也是悬在雾芯科技头顶的一把利剑,因为传统卷烟烟草税是这样","images":[{"img":"https://static.tigerbbs.com/68478f87c6813f13a00e72dff8296afd","width":"1000","height":"667"},{"img":"https://static.tigerbbs.com/ebd51cac6120079e09280990ec23a279","width":"1080","height":"735"},{"img":"https://static.tigerbbs.com/98bd0bdb130eba9c6579678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href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>以小博大,知足了","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>以小博大,知足了","text":"$AMC院线(AMC)$以小博大,知足了","images":[{"img":"https://static.tigerbbs.com/8bc7aefb1fa235f7edcf2c530f7a48f5","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311976465","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":310739651,"gmtCreate":1611368275273,"gmtModify":1703750245748,"author":{"id":"3499159343832632","authorId":"3499159343832632","name":"价值投机柳公子","avatar":"https://static.tigerbbs.com/53b6deb5004657cdbb93c38dba7e5e47","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499159343832632","authorIdStr":"3499159343832632"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>继续看多","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>继续看多","text":"$AMC院线(AMC)$继续看多","images":[{"img":"https://static.tigerbbs.com/ee3c156aa503166d0cece4be6ce3fcbd","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310739651","isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}