LWang的个人主页 - 老虎社区

LWang

LWang

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0勋章

2020-09-03

$跟谁学(GSX)$从136开始空的空的原因之一是当天早上看到了做空报告另一个原因是美股从三月底开始v型反弹多仓拿到现在感觉有点虚了但又不想踏空所以做空这个算是对冲其他仓位现在刚过去的八月是几十年来最好的八月估计九月应该不会那么太平从对冲的角度更有必要好好握着空仓如果大盘回调这种被调查的只会跌的更惨

2020-08-09

$GSX Techedu(GSX)$做空机构还专门搞了个网站发做空报告英文好的自己看看 https://gsxstockfraud.com

2020-09-16

$Snowflake(SNOW)$勇闯天涯整一瓶雪花吗老铁们

2019-04-27

$Tiger Brokers(TIGR)$ 老虎发威了

2021-02-04

$NQ100指数主连(NQmain)$ 给劳资跌

2020-09-11

啥？资产上亿亏了15万韭菜？？

直播抄底“被埋” ！美国体育网红露出韭菜本色

2021-01-20

$Salesforce(CRM)$ARK今天也买了

2020-08-11

现在有几个是符合的？采用美规是不是有些妖股就要现原型了？

抱歉，原内容已删除

2021-02-25

$黑莓(BB)$Let’s forking go!!!!

2021-02-24

$Snowflake(SNOW)$这估值而且马上解禁买丫的就相当于是帮弯曲码农付首付了

2021-02-18

$Butterfly Network Inc(BFLY)$卡西阿姨提到了蝴蝶在CNBC 让我们起飞吧伙计们

2020-09-02

$跟谁学(GSX)$财报里对SEC调查的反应左边爱奇艺右边gsx 你细品

2021-02-23

$黑莓(BB)$My 3rd largest position after sdgr and bfly. Be patient, we’ll get there.

2021-02-14

$BFLY(BFLY)$好家伙

2021-01-20

$Salesforce(CRM)$入了300股

2021-03-11

$Roblox Corporation(RBLX)$dpo大把让你买的怕你买到不敢买

2021-02-19

$TransMedics Group Inc.(TMDX)$这个宝贝太野了

2021-01-20

$Corsair Gaming, Inc.(CRSR)$ 不就是个卖电脑外设的吗。。。

2020-08-14

$GSX Techedu(GSX)$跌多少熔断来着？还没经历过个股熔断好期待

2020-08-10

$GSX Techedu(GSX)$市场V型反转快到大跌前的最高点了调整在所难免还有比空这个垃圾更好的对冲吗？

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19:42","market":"us","language":"zh","title":"苹果将迎来一个平庸的十年，谨慎“逢低买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=1148943597","media":"猛兽财经","summary":"近几个月来，我们目睹了苹果股票在拆分后的大幅上涨，这将其估值推到了几乎前所未有的水平。虽然从历史上看，在股价下跌时买入苹果股票是明智的做法，但这次股价下跌可能会让投资者获得更多资本。在这篇文章中，我们","content":"<p>近几个月来，我们目睹了苹果股票在拆分后的大幅上涨，这将其估值推到了几乎前所未有的水平。</p><p>虽然从历史上看，在股价下跌时买入苹果股票是明智的做法，但这次股价下跌可能会让投资者获得更多资本。</p><p>在这篇文章中，我们将评估苹果公司未来十年的投资回报率，以阐明我们的观点：对于那些希望大幅跑赢大盘的投资者，我们建议对苹果公司保持谨慎，在不高于115美元的位置买入为宜；对于偏好股息增长型投资者，我们认为可以买入并长期持有苹果公司。</p><p>众所周知，目前苹果的估值相较于历史大幅膨胀，这是否会导致它未来进入平庸的十年？还是目前是投资者逢低买入的时机？</p><p>苹果公司的投资者们在2020年获得了丰厚的回报，赚得盆满钵满。今年迄今为止，苹果股票的涨幅高达55%。这一举动恰恰凸显了为什么苹果是只可以持有而不可以交易的股票。为此，“逢低买入”是苹果公司经得起时间考验的投资策略。9月初，苹果股价创下历史新高，随后下跌了近20%。很多投资者发出了疑问——应该买入苹果股票吗？</p><p>在本文中，我们将回顾历史上对苹果股票“逢低买入”的结果，并重新全面评估苹果公司。之前我们曾将苹果的可穿戴设备和服务业务作为独立业务进行评估，今天我们将重新提供一个评估。</p><p>根据我们此前的评估，苹果的每股价值是108美元，也就是说，目前苹果被高估了。由于最终计算的预期回报率仅略高于我们的投资最低预期回报率，我们当前选择观望，并建议投资者避免或者谨慎地在此轮下跌时买入。</p><p><b>苹果过去成功的“逢低买入”策略</b></p><p>在过去的20年里，在市场回调15~20%时买入苹果公司的股票，是一种非常非常成功的投资策略。</p><p>苹果在2020年9月1日创下历史新高137.98美元后，然后在过去一个月下跌了约15~20%。因此，如果历史走势可以借鉴，投资者现在应该买进苹果股票。<b>不过，我们现在不确定是否要买苹果的股票</b>，因为它的估值仍然偏高（即使在修正之后），而且预期回报率仅略高于我们的投资预期回报率。</p><p>除了iPhone发布的那段时间，苹果公司的估值从未如此之高。这不仅对QQQ和标普500的投资者来说不是好兆头（苹果对这两个指数的价值做出了很大贡献），而且投资者也应该感到警惕，在苹果股价下一轮下跌时谨慎或者暂停盲目买入。</p><p>根据公开数据，全球大约有63万家上市公司。因此，在目前阶段对苹果的估值持怀疑态度是可以的，因为它肯定不是投资者唯一的选择。</p><p>接下来，让我们来看看苹果的估值。</p><p><b>评估苹果公司</b></p><p>自9年前蒂姆•库克接任苹果公司CEO以来，该公司在基本业务发展方面取得了重大进展。具体来说，苹果一直在实现收入多元化，从传统产品领域（iPhone、iPad、Mac）转向可穿戴设备和服务等高增长领域。</p><p>如今，可穿戴设备和服务在苹果的业务中占据了相当大的比重，预计它们将成为苹果公司未来收入和自由现金流增长的主要推动力。此外，苹果现在有几个非常重要的垂直市场，因此为了真正评估苹果，我们必须从整体的角度来评估它，从而消除它目前的潜在的多元化折扣。</p><p>为了评估每个细分市场（传统产品线如iPhone + Mac + iPad，可穿戴设备和服务）的公允价值，我们将对其进行估值。</p><p>苹果公司过去12个月的分类营收如下（以百万计）:</p><p><img src=\"https://static.tigerbbs.com/b3e305739ece8f4e5814543b42d567f3\" tg-width=\"565\" tg-height=\"242\"></p><p>现在，让我们看看这些收入部分的重新分类以及每个业务的某些假设。</p><p><img src=\"https://static.tigerbbs.com/b4b05f22d396d27ab41dfba77139b9fd\" tg-width=\"859\" tg-height=\"521\"></p><p>与上述假设有关的注释:</p><ul><li>苹果的毛利率显示其产品利润率为35%，服务利润率为65%。因此，传统产品系列(20%)、可穿戴设备(25%)和服务(40%)的FCF利润率潜力存在差异。</li><li>TTM流动资金每股计算中使用的已发行普通股为174.2亿股。</li><li>FCF增长率假设来自苹果高层提供的长期指导。</li></ul><p>在定义了苹果各个业务部门可能产生的保守现金流之后，我们可以轻松地对这些业务进行估值，并预测未来的股价（10年）。</p><p>根据我们的假设，苹果的公允价值是每股108.33美元，也就是1.887万亿美元。现在，为了得出总预期收益，我们首先将每个业务部门的每股FCF与对应的增长率假设相结合，然后将结果与价格与FCF比率的假设相乘，从而得出2030年的股价价值。</p><p><b>最终得出，到2030年，苹果的股票价值可能达到313美元。</b>因此，如果一个投资者以今天115美元的价格购买，他/她可以期望在未来10年左右仅通过股价升值就能产生10.53%的价格复合年收益率。</p><p>然而，我们知道苹果是一个派息型的股票。目前，苹果公司的年度股息为每股0.82美元，我们预计苹果将保持其现金股息率在20%左右。</p><p>从而得出，苹果在没有再投资和再投资情况下的总预期复合年收益率分别为11.02%和11.27%。这一回报率仅略高于9.8%的投资回报率(这是标普500指数90年的年化回报率)，因此，我们认为，苹果在未来十年不会明显跑赢大盘。除非一场大范围的市场回调让苹果的收益率跌至90年代，否则我们不会盲目买入。</p><p><b>总结</b></p><p>我们一贯把苹果公司看作是20世纪中期的通用电气公司，因为我们相信，在未来的几十年里，苹果公司将取得丰硕的发展，股东们也将迎来繁荣。</p><p>话虽如此，在许多市场参与者眼中，苹果已成为明显的赢家，其风险已变得非常低，因此其回报也相应地变得很低。</p><p>因此，如果有投资者希望大幅跑赢大盘，我们认为在苹果下一轮的下跌中，低于115美元才可以考虑买入。但如果投资者是股息爱好者，我们建议买入并长期持有苹果。</p>","source":"lsy1586862168255","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>苹果将迎来一个平庸的十年，谨慎“逢低买入”</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; 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}\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苹果将迎来一个平庸的十年，谨慎“逢低买入”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-13 19:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/xvBFYcTUzRB9Yrr68pGehw><strong>猛兽财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近几个月来，我们目睹了苹果股票在拆分后的大幅上涨，这将其估值推到了几乎前所未有的水平。虽然从历史上看，在股价下跌时买入苹果股票是明智的做法，但这次股价下跌可能会让投资者获得更多资本。在这篇文章中，我们将评估苹果公司未来十年的投资回报率，以阐明我们的观点：对于那些希望大幅跑赢大盘的投资者，我们建议对苹果公司保持谨慎，在不高于115美元的位置买入为宜；对于偏好股息增长型投资者，我们认为可以买入并长期...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/xvBFYcTUzRB9Yrr68pGehw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b481c400567d1498c29f419f60bae782","relate_stocks":{"AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/xvBFYcTUzRB9Yrr68pGehw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148943597","content_text":"近几个月来，我们目睹了苹果股票在拆分后的大幅上涨，这将其估值推到了几乎前所未有的水平。虽然从历史上看，在股价下跌时买入苹果股票是明智的做法，但这次股价下跌可能会让投资者获得更多资本。在这篇文章中，我们将评估苹果公司未来十年的投资回报率，以阐明我们的观点：对于那些希望大幅跑赢大盘的投资者，我们建议对苹果公司保持谨慎，在不高于115美元的位置买入为宜；对于偏好股息增长型投资者，我们认为可以买入并长期持有苹果公司。众所周知，目前苹果的估值相较于历史大幅膨胀，这是否会导致它未来进入平庸的十年？还是目前是投资者逢低买入的时机？苹果公司的投资者们在2020年获得了丰厚的回报，赚得盆满钵满。今年迄今为止，苹果股票的涨幅高达55%。这一举动恰恰凸显了为什么苹果是只可以持有而不可以交易的股票。为此，“逢低买入”是苹果公司经得起时间考验的投资策略。9月初，苹果股价创下历史新高，随后下跌了近20%。很多投资者发出了疑问——应该买入苹果股票吗？在本文中，我们将回顾历史上对苹果股票“逢低买入”的结果，并重新全面评估苹果公司。之前我们曾将苹果的可穿戴设备和服务业务作为独立业务进行评估，今天我们将重新提供一个评估。根据我们此前的评估，苹果的每股价值是108美元，也就是说，目前苹果被高估了。由于最终计算的预期回报率仅略高于我们的投资最低预期回报率，我们当前选择观望，并建议投资者避免或者谨慎地在此轮下跌时买入。苹果过去成功的“逢低买入”策略在过去的20年里，在市场回调15~20%时买入苹果公司的股票，是一种非常非常成功的投资策略。苹果在2020年9月1日创下历史新高137.98美元后，然后在过去一个月下跌了约15~20%。因此，如果历史走势可以借鉴，投资者现在应该买进苹果股票。不过，我们现在不确定是否要买苹果的股票，因为它的估值仍然偏高（即使在修正之后），而且预期回报率仅略高于我们的投资预期回报率。除了iPhone发布的那段时间，苹果公司的估值从未如此之高。这不仅对QQQ和标普500的投资者来说不是好兆头（苹果对这两个指数的价值做出了很大贡献），而且投资者也应该感到警惕，在苹果股价下一轮下跌时谨慎或者暂停盲目买入。根据公开数据，全球大约有63万家上市公司。因此，在目前阶段对苹果的估值持怀疑态度是可以的，因为它肯定不是投资者唯一的选择。接下来，让我们来看看苹果的估值。评估苹果公司自9年前蒂姆•库克接任苹果公司CEO以来，该公司在基本业务发展方面取得了重大进展。具体来说，苹果一直在实现收入多元化，从传统产品领域（iPhone、iPad、Mac）转向可穿戴设备和服务等高增长领域。如今，可穿戴设备和服务在苹果的业务中占据了相当大的比重，预计它们将成为苹果公司未来收入和自由现金流增长的主要推动力。此外，苹果现在有几个非常重要的垂直市场，因此为了真正评估苹果，我们必须从整体的角度来评估它，从而消除它目前的潜在的多元化折扣。为了评估每个细分市场（传统产品线如iPhone + Mac + iPad，可穿戴设备和服务）的公允价值，我们将对其进行估值。苹果公司过去12个月的分类营收如下（以百万计）:现在，让我们看看这些收入部分的重新分类以及每个业务的某些假设。与上述假设有关的注释:苹果的毛利率显示其产品利润率为35%，服务利润率为65%。因此，传统产品系列(20%)、可穿戴设备(25%)和服务(40%)的FCF利润率潜力存在差异。TTM流动资金每股计算中使用的已发行普通股为174.2亿股。FCF增长率假设来自苹果高层提供的长期指导。在定义了苹果各个业务部门可能产生的保守现金流之后，我们可以轻松地对这些业务进行估值，并预测未来的股价（10年）。根据我们的假设，苹果的公允价值是每股108.33美元，也就是1.887万亿美元。现在，为了得出总预期收益，我们首先将每个业务部门的每股FCF与对应的增长率假设相结合，然后将结果与价格与FCF比率的假设相乘，从而得出2030年的股价价值。最终得出，到2030年，苹果的股票价值可能达到313美元。因此，如果一个投资者以今天115美元的价格购买，他/她可以期望在未来10年左右仅通过股价升值就能产生10.53%的价格复合年收益率。然而，我们知道苹果是一个派息型的股票。目前，苹果公司的年度股息为每股0.82美元，我们预计苹果将保持其现金股息率在20%左右。从而得出，苹果在没有再投资和再投资情况下的总预期复合年收益率分别为11.02%和11.27%。这一回报率仅略高于9.8%的投资回报率(这是标普500指数90年的年化回报率)，因此，我们认为，苹果在未来十年不会明显跑赢大盘。除非一场大范围的市场回调让苹果的收益率跌至90年代，否则我们不会盲目买入。总结我们一贯把苹果公司看作是20世纪中期的通用电气公司，因为我们相信，在未来的几十年里，苹果公司将取得丰硕的发展，股东们也将迎来繁荣。话虽如此，在许多市场参与者眼中，苹果已成为明显的赢家，其风险已变得非常低，因此其回报也相应地变得很低。因此，如果有投资者希望大幅跑赢大盘，我们认为在苹果下一轮的下跌中，低于115美元才可以考虑买入。但如果投资者是股息爱好者，我们建议买入并长期持有苹果。","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":978053217,"gmtCreate":1599068979739,"gmtModify":1704221415194,"author":{"id":"3509442226760237","authorId":"3509442226760237","name":"LWang","avatar":"https://static.tigerbbs.com/607b5d0032a6abfaf7d29409aaf23542","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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亏了15万 韭菜？？","text":"啥？资产上亿 亏了15万 韭菜？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976708342","repostId":"1154181948","repostType":4,"repost":{"id":"1154181948","pubTimestamp":1599832040,"share":"https://www.laohu8.com/m/news/1154181948?lang=&edition=full","pubTime":"2020-09-11 21:47","market":"us","language":"zh","title":"直播抄底“被埋” ！美国体育网红露出韭菜本色","url":"https://stock-news.laohu8.com/highlight/detail?id=1154181948","media":"华尔街见闻","summary":"如不平掉部分仓位，就要追加保证金。美股周四的高台跳水，给这位散户“代言人”上了一课。美国最知名散户现场直播抄底“被埋”。这其中就包括此前曾扬言买股票就像“印钞票”的“美国虎扑”Barstool Sports的创始人Dave Portnoy。Portnoy在当地时间周四下午进行的视频直播中表示，美股跌的太惨了，自己杠杆过高，如果不在收盘前平掉一部分仓位，他就必须要追加保证金。截至收盘，纳斯达克综合指数大跌约2%。佩恩国民博彩周四收盘涨幅达到7.41%。","content":"<p>导读：一天亏了15万美元！如不平掉部分仓位，就要追加保证金。美股周四的高台跳水，给这位散户“代言人”上了一课。</p>\n<p>一天亏了15万美元！美国最知名散户现场直播抄底“被埋”。</p>\n<p>在美股连日大跌之后，周三的反弹终于让人看到希望，然而周四磨刀霍霍冲入市场抄底的投资者，在高开低走的行情下又迎来一场惨痛教训。这其中就包括此前曾扬言买股票就像“印钞票”的“美国虎扑”Barstool Sports的创始人Dave Portnoy。</p>\n<p>Portnoy在当地时间周四下午进行的视频直播中表示，<b>美股跌的太惨了，自己杠杆过高，如果不在收盘前平掉一部分仓位，他就必须要追加保证金。</b>他称：</p>\n<blockquote>\n 我的杠杆过高 ，所以必须要卖掉一些。\n</blockquote>\n<p>美股周四全线高开，科技股盘初继续反弹，带动<b>纳斯达克综合指数一度上涨1.4%。但开盘一个小时之后，指数纷纷跳水。随后，在经历低位震荡后，午后美股又出现一波跳水行情。截至收盘，纳斯达克综合指数大跌约2%。</b></p>\n<p>在美股收盘前5分钟，Portnoy在直播中表示，他已经<b>亏了15万美元，不过这也并不算太坏，“因为PENN（佩恩国民博彩）涨势凶猛。”</b></p>\n<p>佩恩国民博彩周四收盘涨幅达到7.41%。值得注意的是，今年1月，佩恩宣布以1.63亿美元现金和股票购买了Barstool的股份，而Portnoy的净资产也达到了1亿美元。</p>\n<p><b>01曾形容炒股就像拥有印钞机</b></p>\n<p>在疫情之后美股反弹行情中，市场最大的特征就是散户参与热情极高。而在这些投资者中，<b>成功赶上这一波行情的Portnoy俨然成了散户的代言人。</b></p>\n<p>今年3月，在美国体育博彩关闭后，43岁的Portnoy便开设了证券账户，<b>在疫情期间加入了炒股大军，并以“全球交易者Dave”的身份直播自己的交易。</b></p>\n<p>在开始直播活动之初，他也没有忘记要撇清责任，告诫自己的粉丝：“我并不是投资顾问，我对股票一无所知。”</p>\n<p>尽管承认自己的无知，但这也并不妨碍他表达夸张的观点。</p>\n<p>今年6月，在美国航空股大幅上涨之际，Portnoy表示<b>，炒股就跟开了印钞机一样，后悔投的太少了。</b></p>\n<p>他当时称：</p>\n<blockquote>\n <b>我现在的感觉就像自己在印钞一样，每家航空公司每天都涨20%，为什么还要套现？失败者才会套现，而胜利者会把筹码推到台面中间，勇往直前，我本该下10亿美元赌注的。</b>\n</blockquote>\n<p><b>02讨伐巴菲特</b></p>\n<p>“股神”巴菲特在今年5月的伯克希尔哈撒韦股东大会上宣布清仓了航空股，一时引发巨大轰动。巴菲特在疫情期间手持巨量现金作壁上观的态度，已经让他备受苛责，随后航空股的大涨为抨击者提供了更加凶猛的火力。</p>\n<p>Portnoy则是散户投资者中抨击巴菲特声音最响的那个，6月8日，他表示<b>，自己在巴菲特抛售时赚了30万美元，而巴菲特却因为过早抛售从而错过了更大的收益。</b></p>\n<p>6月9日，他再度拿巴菲特“开涮”，称他是一个被淘汰的投资者，该洗洗睡了，而<b>自己作为新生代投资者，比巴菲特强是不争的事实。</b></p>\n<p>仅仅口头抨击似乎还不够过瘾。</p>\n<p>北京时间6月17日早间，一封巴菲特“亲笔信”开始在中国社交网络上流传。其中表示，股神宣布退休，并称决定<b>将董事长一职交给“他八十年投资生涯中从未见过对市场理解如此到位”的一位投资者——David Scott Portnoy，就是上面这位大散户。</b></p>\n<p>消息流出后，伯克希尔哈撒韦官网、全球各大主流财经媒体和Twitter，均未发现任何相关报道。随后，这也被证实是Portnoy导演的一场恶作剧。</p>\n<p><img src=\"https://static.tigerbbs.com/b97ccee558443acb8875c4e390dd3c31\" tg-width=\"675\" tg-height=\"830\"></p>\n<p>（网传巴菲特退休信）</p>","source":"highlight_wallstreetcn","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>直播抄底“被埋” ！美国体育网红露出韭菜本色</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; 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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直播抄底“被埋” ！美国体育网红露出韭菜本色\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-11 21:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/u_DucH5x9nExoiZRQiATfg><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导读：一天亏了15万美元！如不平掉部分仓位，就要追加保证金。美股周四的高台跳水，给这位散户“代言人”上了一课。\n一天亏了15万美元！美国最知名散户现场直播抄底“被埋”。\n在美股连日大跌之后，周三的反弹终于让人看到希望，然而周四磨刀霍霍冲入市场抄底的投资者，在高开低走的行情下又迎来一场惨痛教训。这其中就包括此前曾扬言买股票就像“印钞票”的“美国虎扑”Barstool Sports的创始人Dave ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/u_DucH5x9nExoiZRQiATfg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/u_DucH5x9nExoiZRQiATfg","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1154181948","content_text":"导读：一天亏了15万美元！如不平掉部分仓位，就要追加保证金。美股周四的高台跳水，给这位散户“代言人”上了一课。\n一天亏了15万美元！美国最知名散户现场直播抄底“被埋”。\n在美股连日大跌之后，周三的反弹终于让人看到希望，然而周四磨刀霍霍冲入市场抄底的投资者，在高开低走的行情下又迎来一场惨痛教训。这其中就包括此前曾扬言买股票就像“印钞票”的“美国虎扑”Barstool Sports的创始人Dave Portnoy。\nPortnoy在当地时间周四下午进行的视频直播中表示，美股跌的太惨了，自己杠杆过高，如果不在收盘前平掉一部分仓位，他就必须要追加保证金。他称：\n\n 我的杠杆过高 ，所以必须要卖掉一些。\n\n美股周四全线高开，科技股盘初继续反弹，带动纳斯达克综合指数一度上涨1.4%。但开盘一个小时之后，指数纷纷跳水。随后，在经历低位震荡后，午后美股又出现一波跳水行情。截至收盘，纳斯达克综合指数大跌约2%。\n在美股收盘前5分钟，Portnoy在直播中表示，他已经亏了15万美元，不过这也并不算太坏，“因为PENN（佩恩国民博彩）涨势凶猛。”\n佩恩国民博彩周四收盘涨幅达到7.41%。值得注意的是，今年1月，佩恩宣布以1.63亿美元现金和股票购买了Barstool的股份，而Portnoy的净资产也达到了1亿美元。\n01曾形容炒股就像拥有印钞机\n在疫情之后美股反弹行情中，市场最大的特征就是散户参与热情极高。而在这些投资者中，成功赶上这一波行情的Portnoy俨然成了散户的代言人。\n今年3月，在美国体育博彩关闭后，43岁的Portnoy便开设了证券账户，在疫情期间加入了炒股大军，并以“全球交易者Dave”的身份直播自己的交易。\n在开始直播活动之初，他也没有忘记要撇清责任，告诫自己的粉丝：“我并不是投资顾问，我对股票一无所知。”\n尽管承认自己的无知，但这也并不妨碍他表达夸张的观点。\n今年6月，在美国航空股大幅上涨之际，Portnoy表示，炒股就跟开了印钞机一样，后悔投的太少了。\n他当时称：\n\n我现在的感觉就像自己在印钞一样，每家航空公司每天都涨20%，为什么还要套现？失败者才会套现，而胜利者会把筹码推到台面中间，勇往直前，我本该下10亿美元赌注的。\n\n02讨伐巴菲特\n“股神”巴菲特在今年5月的伯克希尔哈撒韦股东大会上宣布清仓了航空股，一时引发巨大轰动。巴菲特在疫情期间手持巨量现金作壁上观的态度，已经让他备受苛责，随后航空股的大涨为抨击者提供了更加凶猛的火力。\nPortnoy则是散户投资者中抨击巴菲特声音最响的那个，6月8日，他表示，自己在巴菲特抛售时赚了30万美元，而巴菲特却因为过早抛售从而错过了更大的收益。\n6月9日，他再度拿巴菲特“开涮”，称他是一个被淘汰的投资者，该洗洗睡了，而自己作为新生代投资者，比巴菲特强是不争的事实。\n仅仅口头抨击似乎还不够过瘾。\n北京时间6月17日早间，一封巴菲特“亲笔信”开始在中国社交网络上流传。其中表示，股神宣布退休，并称决定将董事长一职交给“他八十年投资生涯中从未见过对市场理解如此到位”的一位投资者——David Scott Portnoy，就是上面这位大散户。\n消息流出后，伯克希尔哈撒韦官网、全球各大主流财经媒体和Twitter，均未发现任何相关报道。随后，这也被证实是Portnoy导演的一场恶作剧。\n\n（网传巴菲特退休信）","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337806121,"gmtCreate":1611106490963,"gmtModify":1703748026211,"author":{"id":"3509442226760237","authorId":"3509442226760237","name":"LWang","avatar":"https://static.tigerbbs.com/607b5d0032a6abfaf7d29409aaf23542","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRM\">$Salesforce(CRM)$</a>ARK今天也买了","listText":"<a href=\"https://laohu8.com/S/CRM\">$Salesforce(CRM)$</a>ARK今天也买了","text":"$Salesforce(CRM)$ARK今天也买了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/337806121","isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944455743,"gmtCreate":1597105091582,"gmtModify":1704214388968,"author":{"id":"3509442226760237","authorId":"3509442226760237","name":"LWang","avatar":"https://static.tigerbbs.com/607b5d0032a6abfaf7d29409aaf23542","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"现在有几个是符合的？采用美规是不是有些妖股就要现原型了？","listText":"现在有几个是符合的？采用美规是不是有些妖股就要现原型了？","text":"现在有几个是符合的？采用美规是不是有些妖股就要现原型了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944455743","repostId":"1183800326","repostType":4,"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361330371,"gmtCreate":1614202624293,"gmtModify":1614202624293,"author":{"id":"3509442226760237","authorId":"3509442226760237","name":"LWang","avatar":"https://static.tigerbbs.com/607b5d0032a6abfaf7d29409aaf23542","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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