一个胖子的个人主页 - 老虎社区

一个胖子

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2021-05-28

二狗，二狗!

抱歉，原内容已删除

2021-05-14

$ContextLogic Inc.(WISH)$ $ContextLogic Inc.(WISH)$ 这是比特币嘛。。。一天30%跌幅。。。

2021-04-21

$诺基亚(NOK)$隔壁$爱立信(ERIC)$涨了那么多，你能跟一下吗

2021-03-12

**标题党

不敌华为5G！诺基亚宣布裁员1.1万，中国市场首当其冲！

2021-03-11

$诺基亚(NOK)$4000多万的成交量，玩了个寂寞

2021-03-11

这就是个🐶逼骗子，18年我信了这货的话做空了一年美股，幸亏19年抄底了蔚来，要不现在也翻不了身

“新债王”：纳指可能重现2000-2003式的下跌

2021-01-29

$诺基亚(NOK)$一人就让买这么点儿，你当我是张无忌，能硬接资本主义师太的暴击?

2021-01-28

$诺基亚(NOK)$华尔街真是太不要脸了，我都不好意思用恶心这个词来形容他了。凭什么他们可以说多做就做多，说做空就做空，翻手为云覆手为雨。到了散户这，但凡发现了一个价值洼地大家把股价抬起来，他们就靠屏蔽交易这种下三滥的手段来为自己解套。我真的看不起他们

2020-12-31

$蔚来(NIO)$感谢蔚来，IPO当天5.5买进，中间进进出出，浮浮沉沉，终于见到曙光

2020-11-14

香橼就是个嘴炮，18年唱多大麻PYX，结果今年退市了。 19年唱空Shoppify 说人家只有100刀，结果现在1000刀。

大空头香橼突然发声：蔚来目标价应为25美元

2020-03-06

$西部数据(WDC)$换CEO了

2019-05-04

$蔚来(NIO)$ 苹果🍎

2019-05-04

$蔚来(NIO)$ Rumor 苹果入股了

2019-03-08

$Trevena Inc(TRVN)$ FDA总要闹点儿幺蛾子。。

2018-12-21

$纳指三倍做空ETF(SQQQ)$ 今天正式熊市了。该注意点儿啥呢？常持靠谱吗

2018-12-06

$奥罗拉大麻公司(ACB)$ 请问下，今天大麻股普跌是有什么消息吗？不会是因为某为事件，一看是加拿大公司就抛售吧？

2018-12-05

$DAVIDsTEA Inc.(DTEA)$ 哎，真是。。。日了狗了

去老虎APP查看更多动态

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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不敌华为5G！诺基亚宣布裁员1.1万，中国市场首当其冲！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 16:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103121707077dcd1b9f&s=b><strong>万籁俱寂三个</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在大部分人的认知中，诺基亚好像还是一个手机的品牌，事实上诺基亚已经不做手机业务很久了，但不做手机业务，并不意味着诺基亚已经不存在了，事实上脱离了手机业务之后，诺基亚过了很长一段时间舒心的日子，在抛弃手机业务后，诺基亚开始专注通信行业，此前的2G、3G、4G时代，诺基亚可以说是当之无愧的领头羊！就连国内也几乎都是诺基亚的天下，但自从5G出来之后，诺基亚就开始感到压力了，先是国内的多个运营商全部选择...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103121707077dcd1b9f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/657f7bb29d6d6718abc010f2628ab5a2","relate_stocks":{"NOK":"诺基亚","0HAF.UK":"诺基亚"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103121707077dcd1b9f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2118519999","content_text":"在大部分人的认知中，诺基亚好像还是一个手机的品牌，事实上诺基亚已经不做手机业务很久了，但不做手机业务，并不意味着诺基亚已经不存在了，事实上脱离了手机业务之后，诺基亚过了很长一段时间舒心的日子，在抛弃手机业务后，诺基亚开始专注通信行业，此前的2G、3G、4G时代，诺基亚可以说是当之无愧的领头羊！就连国内也几乎都是诺基亚的天下，但自从5G出来之后，诺基亚就开始感到压力了，先是国内的多个运营商全部选择华为，让诺基亚在国内没有立足之地，紧接着国际上诺基亚的通信业务也开始下滑，对此诺基亚除了抱怨之外，为了挽回损失，只能及时止损！对于大部分公司而言，企业只要遇到瓶颈，或者业务开始下滑，为了止损，一般都会选择裁员！诺基亚当然也不例外！据悉，从5G出来之后，诺基亚已经裁员了1.1万人，这次中有一半的员工来自中国！对此诺基亚官方给出的解释是战略调整！虽然这样的解释听起来比较模糊，但聪明人都知道，诺基亚通信业务就是在中国遭遇滑铁卢的，所以必须由中国市场买单，裁员中国员工占比高，也是这个原因！除了裁员之外，诺基亚为了自救还宣布要重拾手机业务，值得注意的是，当初为了彻底抛弃手机业务，诺基亚已经把手机品牌卖了出去，现在该品牌隶属芬兰一家新兴公司HMD，值得注意的是，该公司目前也打算推出以诺基亚命名的智能手机，也就是说，如果诺基亚想要重新做智能手机，要么给手机换个名字，要么就从HMD手中买回这个牌子！从目前的情况来看，诺基亚并没有想要买回品牌的打算，因为不少人都曾爆料，诺基亚的新款手机品牌将会由英文字母和阿拉伯数字构成！很多网友对于诺基亚想要重新进军手机领域表示期待，在他们看来，诺基亚的新款手机，如果能延续此前的高质量（能砸核桃），相信一定会再次成为爆款！当然也有不少网友表示，现在的诺基亚还能把手机业务做起来吗？要知道当初诺基亚卖掉手机业务的时候，几乎负责手机的高管也都离职了，现在HMD公司的初创人员也几乎都是诺基亚出来的，直白点来说就是，HMD做出来的手机，可能比现在的诺基亚更有当初诺基亚手机的风范！除此之外，这些网友还表示，诺基亚重新进军智能手机市场，在现阶段来说其实非常不明智，毕竟当初诺基亚能被苹果、三星等手机逼得卖掉手机业务，凭什么会认为，经过几年的发展，在手机业务上，自己就能从苹果、三星乃至国产手机的手中分走蛋糕呢？对于外界的这些质疑，诺基亚并没有予以任何回应，但从目前的市场反馈来看，即使诺基亚的手机上市了，市场反应可能也不会太好！","news_type":1},"isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321156615,"gmtCreate":1615416202037,"gmtModify":1703488686203,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>4000多万的成交量，玩了个寂寞","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>4000多万的成交量，玩了个寂寞","text":"$诺基亚(NOK)$4000多万的成交量，玩了个寂寞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321156615","isVote":1,"tweetType":1,"viewCount":1318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321322429,"gmtCreate":1615396354561,"gmtModify":1703488543954,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这就是个🐶逼骗子，18年我信了这货的话做空了一年美股，幸亏19年抄底了蔚来，要不现在也翻不了身","listText":"这就是个🐶逼骗子，18年我信了这货的话做空了一年美股，幸亏19年抄底了蔚来，要不现在也翻不了身","text":"这就是个🐶逼骗子，18年我信了这货的话做空了一年美股，幸亏19年抄底了蔚来，要不现在也翻不了身","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/321322429","repostId":"2118267226","repostType":4,"repost":{"id":"2118267226","pubTimestamp":1615374044,"share":"https://www.laohu8.com/m/news/2118267226?lang=&edition=full","pubTime":"2021-03-10 19:00","market":"us","language":"zh","title":"“新债王”：纳指可能重现2000-2003式的下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2118267226","media":"华尔街见闻","summary":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上","content":"<p>今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。</p><h2><b> Gundlach在电话会上发表的核心观点如下:</b></h2><p>美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。</p><p>CPI会在6-7月份超过3%并在上面停留几个月。</p><p>美元短暂反弹后将下跌。</p><p>纳斯达克可能已经见顶，对应2000年泡沫的双顶。</p><p>下次金融市场危机到来VIX会超过100。</p><p>黄金经过昨日跌至每盎司1680美元应该已经见底。</p><p>目前最便宜的资产是农场。</p><h2>具体来看：</h2><p><b>人们可能开始相信刺激是永久性的</b></p><p>Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。</p><p><img src=\"https://wpimg.wallstcn.com/c2adffa4-0bb1-43d0-832e-31902660afac.png\" tg-width=\"554\" tg-height=\"410\" referrerpolicy=\"no-referrer\"></p><p>这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。</p><p><img src=\"https://wpimg.wallstcn.com/33661b16-c8a7-4cf2-a593-86728ce9f2f6.png\" tg-width=\"554\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。</p><blockquote>最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。</blockquote><p><b>美元反弹后将下跌</b></p><p>接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。</p><p><img src=\"https://wpimg.wallstcn.com/6ff6600d-5efd-48f1-98c7-9d67b61ae58c.png\" tg-width=\"554\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>VIX指数在下一次经济低迷期间将超过100</b></p><p>对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。</p><p>他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。</p><p><img src=\"https://wpimg.wallstcn.com/8398291d-0b4c-4ae2-bc7b-737924619736.png\" tg-width=\"554\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”</p><p><b>通货膨胀</b></p><p>造成“崩盘”的原因是什么？</p><p>Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。</p><p><img src=\"https://wpimg.wallstcn.com/15cf3a7d-141a-4dc6-a3b1-60ee16a958d1.png\" tg-width=\"554\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p>Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。</p><blockquote>这真的会吓坏债券市场。</blockquote><p><img src=\"https://wpimg.wallstcn.com/bdbddb24-8f40-4ca1-ae13-5082a1391ce0.png\" tg-width=\"554\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>黄金可能反弹</b></p><p>Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。</p><blockquote>因为抛售已经相当强劲。</blockquote><p>DoubleLine的模型显示，黄金大约处于公允价值。</p><p>另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。</p><p><img src=\"https://wpimg.wallstcn.com/fd9e3f26-a643-4268-a6ab-ab204d3055bb.png\" tg-width=\"554\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>美联储会欢迎通胀上升</b></p><p>在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。</p><p>在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。</p><p><b>最便宜的资产是农田</b></p><p>在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。</p>","source":"wallstreetcn_api","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>“新债王”：纳指可能重现2000-2003式的下跌</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“新债王”：纳指可能重现2000-2003式的下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3623059><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3623059\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"QLD":"纳指两倍做多ETF","QID":"纳指两倍做空ETF","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","03086":"华夏纳指","SQQQ":"纳指三倍做空ETF","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF"},"source_url":"https://wallstreetcn.com/articles/3623059","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118267226","content_text":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶。下次金融市场危机到来VIX会超过100。黄金经过昨日跌至每盎司1680美元应该已经见底。目前最便宜的资产是农场。具体来看：人们可能开始相信刺激是永久性的Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。美元反弹后将下跌接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。VIX指数在下一次经济低迷期间将超过100对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”通货膨胀造成“崩盘”的原因是什么？Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。这真的会吓坏债券市场。黄金可能反弹Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。因为抛售已经相当强劲。DoubleLine的模型显示，黄金大约处于公允价值。另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。美联储会欢迎通胀上升在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。最便宜的资产是农田在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316504986,"gmtCreate":1611935950845,"gmtModify":1703756775788,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>一人就让买这么点儿，你当我是张无忌，能硬接资本主义师太的暴击?","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>一人就让买这么点儿，你当我是张无忌，能硬接资本主义师太的暴击?","text":"$诺基亚(NOK)$一人就让买这么点儿，你当我是张无忌，能硬接资本主义师太的暴击?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316504986","isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318849203,"gmtCreate":1611848949902,"gmtModify":1703755142929,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>华尔街真是太不要脸了，我都不好意思用恶心这个词来形容他了。 凭什么他们可以说多做就做多，说做空就做空，翻手为云覆手为雨。到了散户这，但凡发现了一个价值洼地大家把股价抬起来，他们就靠屏蔽交易这种下三滥的手段来为自己解套。我真的看不起他们","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>华尔街真是太不要脸了，我都不好意思用恶心这个词来形容他了。 凭什么他们可以说多做就做多，说做空就做空，翻手为云覆手为雨。到了散户这，但凡发现了一个价值洼地大家把股价抬起来，他们就靠屏蔽交易这种下三滥的手段来为自己解套。我真的看不起他们","text":"$诺基亚(NOK)$华尔街真是太不要脸了，我都不好意思用恶心这个词来形容他了。 凭什么他们可以说多做就做多，说做空就做空，翻手为云覆手为雨。到了散户这，但凡发现了一个价值洼地大家把股价抬起来，他们就靠屏蔽交易这种下三滥的手段来为自己解套。我真的看不起他们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/318849203","isVote":1,"tweetType":1,"viewCount":4328,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514797553098745","authorId":"3514797553098745","name":"MadKing2019","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"content":"然后散户转投虚拟货币，会不会呢[可爱]","text":"然后散户转投虚拟货币，会不会呢[可爱]","html":"然后散户转投虚拟货币，会不会呢[可爱]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331957548,"gmtCreate":1609421495184,"gmtModify":1703739337851,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>感谢蔚来，IPO当天5.5买进，中间进进出出，浮浮沉沉，终于见到曙光","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>感谢蔚来，IPO当天5.5买进，中间进进出出，浮浮沉沉，终于见到曙光","text":"$蔚来(NIO)$感谢蔚来，IPO当天5.5买进，中间进进出出，浮浮沉沉，终于见到曙光","images":[{"img":"https://static.tigerbbs.com/5b95dd7fdec4c99a9ac5449762822d54","width":"1125","height":"1214"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/331957548","isVote":1,"tweetType":1,"viewCount":1916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":307051744,"gmtCreate":1605332102988,"gmtModify":1703837557299,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"香橼就是个嘴炮，18年唱多大麻PYX，结果今年退市了。 19年唱空Shoppify 说人家只有100刀，结果现在1000刀。","listText":"香橼就是个嘴炮，18年唱多大麻PYX，结果今年退市了。 19年唱空Shoppify 说人家只有100刀，结果现在1000刀。","text":"香橼就是个嘴炮，18年唱多大麻PYX，结果今年退市了。 19年唱空Shoppify 说人家只有100刀，结果现在1000刀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307051744","repostId":"1157792552","repostType":4,"repost":{"id":"1157792552","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1605279014,"share":"https://www.laohu8.com/m/news/1157792552?lang=&edition=full","pubTime":"2020-11-13 22:50","market":"us","language":"zh","title":"大空头香橼突然发声：蔚来目标价应为25美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157792552","media":"老虎资讯综合","summary":"周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，$理想汽车(LI)$涨13%，此前一度涨近30%，$小鹏汽车(XPEV)$、$蔚来(NIO)$现涨逾4%。\n\n\n\n\n\n此前，做空机构香橼资本发表推文，称$蔚来(NIO)$汽车目标价应为25美元。\n\n香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。","content":"<p>周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></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>大空头香橼突然发声：蔚来目标价应为25美元</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大空头香橼突然发声：蔚来目标价应为25美元\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\">2020-11-13 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157792552","content_text":"周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，理想汽车涨13%，此前一度涨近30%，小鹏汽车、蔚来现涨逾4%。此前，做空机构香橼资本发表推文，称蔚来汽车目标价应为25美元。香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":981073027,"gmtCreate":1583464111169,"gmtModify":1704349935066,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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19:00","market":"us","language":"zh","title":"“新债王”：纳指可能重现2000-2003式的下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2118267226","media":"华尔街见闻","summary":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上","content":"<p>今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。</p><h2><b> Gundlach在电话会上发表的核心观点如下:</b></h2><p>美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。</p><p>CPI会在6-7月份超过3%并在上面停留几个月。</p><p>美元短暂反弹后将下跌。</p><p>纳斯达克可能已经见顶，对应2000年泡沫的双顶。</p><p>下次金融市场危机到来VIX会超过100。</p><p>黄金经过昨日跌至每盎司1680美元应该已经见底。</p><p>目前最便宜的资产是农场。</p><h2>具体来看：</h2><p><b>人们可能开始相信刺激是永久性的</b></p><p>Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。</p><p><img src=\"https://wpimg.wallstcn.com/c2adffa4-0bb1-43d0-832e-31902660afac.png\" tg-width=\"554\" tg-height=\"410\" referrerpolicy=\"no-referrer\"></p><p>这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。</p><p><img src=\"https://wpimg.wallstcn.com/33661b16-c8a7-4cf2-a593-86728ce9f2f6.png\" tg-width=\"554\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。</p><blockquote>最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。</blockquote><p><b>美元反弹后将下跌</b></p><p>接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。</p><p><img src=\"https://wpimg.wallstcn.com/6ff6600d-5efd-48f1-98c7-9d67b61ae58c.png\" tg-width=\"554\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>VIX指数在下一次经济低迷期间将超过100</b></p><p>对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。</p><p>他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。</p><p><img src=\"https://wpimg.wallstcn.com/8398291d-0b4c-4ae2-bc7b-737924619736.png\" tg-width=\"554\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”</p><p><b>通货膨胀</b></p><p>造成“崩盘”的原因是什么？</p><p>Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。</p><p><img src=\"https://wpimg.wallstcn.com/15cf3a7d-141a-4dc6-a3b1-60ee16a958d1.png\" tg-width=\"554\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p>Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。</p><blockquote>这真的会吓坏债券市场。</blockquote><p><img src=\"https://wpimg.wallstcn.com/bdbddb24-8f40-4ca1-ae13-5082a1391ce0.png\" tg-width=\"554\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>黄金可能反弹</b></p><p>Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。</p><blockquote>因为抛售已经相当强劲。</blockquote><p>DoubleLine的模型显示，黄金大约处于公允价值。</p><p>另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。</p><p><img src=\"https://wpimg.wallstcn.com/fd9e3f26-a643-4268-a6ab-ab204d3055bb.png\" tg-width=\"554\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>美联储会欢迎通胀上升</b></p><p>在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。</p><p>在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。</p><p><b>最便宜的资产是农田</b></p><p>在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。</p>","source":"wallstreetcn_api","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>“新债王”：纳指可能重现2000-2003式的下跌</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“新债王”：纳指可能重现2000-2003式的下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3623059><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3623059\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"QLD":"纳指两倍做多ETF","QID":"纳指两倍做空ETF","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","03086":"华夏纳指","SQQQ":"纳指三倍做空ETF","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF"},"source_url":"https://wallstreetcn.com/articles/3623059","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118267226","content_text":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶。下次金融市场危机到来VIX会超过100。黄金经过昨日跌至每盎司1680美元应该已经见底。目前最便宜的资产是农场。具体来看：人们可能开始相信刺激是永久性的Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。美元反弹后将下跌接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。VIX指数在下一次经济低迷期间将超过100对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”通货膨胀造成“崩盘”的原因是什么？Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。这真的会吓坏债券市场。黄金可能反弹Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。因为抛售已经相当强劲。DoubleLine的模型显示，黄金大约处于公允价值。另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。美联储会欢迎通胀上升在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。最便宜的资产是农田在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348084,"gmtCreate":1544099712610,"gmtModify":1704783004343,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$奥罗拉大麻公司(ACB)$ 请问下，今天大麻股普跌是有什么消息吗？不会是因为某为事件，一看是加拿大公司就抛售吧？","listText":"$奥罗拉大麻公司(ACB)$ 请问下，今天大麻股普跌是有什么消息吗？不会是因为某为事件，一看是加拿大公司就抛售吧？","text":"$奥罗拉大麻公司(ACB)$ 请问下，今天大麻股普跌是有什么消息吗？不会是因为某为事件，一看是加拿大公司就抛售吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/348084","isVote":1,"tweetType":1,"viewCount":3901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198352813,"gmtCreate":1620934421932,"gmtModify":1620934421932,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a> 这是比特币嘛。。。一天30%跌幅。。。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a> 这是比特币嘛。。。一天30%跌幅。。。","text":"$ContextLogic Inc.(WISH)$ $ContextLogic Inc.(WISH)$ 这是比特币嘛。。。一天30%跌幅。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/198352813","isVote":1,"tweetType":1,"viewCount":2474,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470789000756481","authorId":"3470789000756481","name":"沧海洪流方显英雄本色","avatar":"https://static.tigerbbs.com/df18711fa78fa21c51c9d2db068b2ea8","crmLevel":1,"crmLevelSwitch":0},"content":"比特币也没有这种跌幅","text":"比特币也没有这种跌幅","html":"比特币也没有这种跌幅"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":903608203,"gmtCreate":1556905475402,"gmtModify":1704801645059,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$蔚来(NIO)$ 苹果🍎","listText":"$蔚来(NIO)$ 苹果🍎","text":"$蔚来(NIO)$ 苹果🍎","images":[{"img":"https://static.tigerbbs.com/468afb931c46eff36346669bbc591860"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/903608203","isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488839472833041","authorId":"3488839472833041","name":"尊敬的陈老师","avatar":"https://static.tigerbbs.com/29e737a3e8dd4491d1745ff2215edd40","crmLevel":2,"crmLevelSwitch":0},"content":"能否翻译一下","text":"能否翻译一下","html":"能否翻译一下"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":331957548,"gmtCreate":1609421495184,"gmtModify":1703739337851,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>感谢蔚来，IPO当天5.5买进，中间进进出出，浮浮沉沉，终于见到曙光","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>感谢蔚来，IPO当天5.5买进，中间进进出出，浮浮沉沉，终于见到曙光","text":"$蔚来(NIO)$感谢蔚来，IPO当天5.5买进，中间进进出出，浮浮沉沉，终于见到曙光","images":[{"img":"https://static.tigerbbs.com/5b95dd7fdec4c99a9ac5449762822d54","width":"1125","height":"1214"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/331957548","isVote":1,"tweetType":1,"viewCount":1916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":378159775,"gmtCreate":1619012499097,"gmtModify":1619012499097,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>隔壁<a href=\"https://laohu8.com/S/ERIC\">$爱立信(ERIC)$</a>涨了那么多，你能跟一下吗","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>隔壁<a href=\"https://laohu8.com/S/ERIC\">$爱立信(ERIC)$</a>涨了那么多，你能跟一下吗","text":"$诺基亚(NOK)$隔壁$爱立信(ERIC)$涨了那么多，你能跟一下吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378159775","isVote":1,"tweetType":1,"viewCount":2550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":903609899,"gmtCreate":1556904370711,"gmtModify":1704801641419,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$蔚来(NIO)$ Rumor 苹果入股了","listText":"$蔚来(NIO)$ Rumor 苹果入股了","text":"$蔚来(NIO)$ Rumor 苹果入股了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/903609899","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3480644444524413","authorId":"3480644444524413","name":"Leo陛下","avatar":"https://static.tigerbbs.com/4e9c507c2e8b71eb640f345559b6edf0","crmLevel":2,"crmLevelSwitch":0},"content":"真的假的？","text":"真的假的？","html":"真的假的？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307051744,"gmtCreate":1605332102988,"gmtModify":1703837557299,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"香橼就是个嘴炮，18年唱多大麻PYX，结果今年退市了。 19年唱空Shoppify 说人家只有100刀，结果现在1000刀。","listText":"香橼就是个嘴炮，18年唱多大麻PYX，结果今年退市了。 19年唱空Shoppify 说人家只有100刀，结果现在1000刀。","text":"香橼就是个嘴炮，18年唱多大麻PYX，结果今年退市了。 19年唱空Shoppify 说人家只有100刀，结果现在1000刀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307051744","repostId":"1157792552","repostType":4,"repost":{"id":"1157792552","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":1605279014,"share":"https://www.laohu8.com/m/news/1157792552?lang=&edition=full","pubTime":"2020-11-13 22:50","market":"us","language":"zh","title":"大空头香橼突然发声：蔚来目标价应为25美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157792552","media":"老虎资讯综合","summary":"周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，$理想汽车(LI)$涨13%，此前一度涨近30%，$小鹏汽车(XPEV)$、$蔚来(NIO)$现涨逾4%。\n\n\n\n\n\n此前，做空机构香橼资本发表推文，称$蔚来(NIO)$汽车目标价应为25美元。\n\n香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。","content":"<p>周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></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>大空头香橼突然发声：蔚来目标价应为25美元</title>\n<style 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href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157792552","content_text":"周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，理想汽车涨13%，此前一度涨近30%，小鹏汽车、蔚来现涨逾4%。此前，做空机构香橼资本发表推文，称蔚来汽车目标价应为25美元。香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":981073027,"gmtCreate":1583464111169,"gmtModify":1704349935066,"author":{"id":"3503876868145580","authorId":"3503876868145580","name":"一个胖子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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