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柳絮飘飘飘
2019-06-18
$宏桥高科(PBTS)$ 该降息了美联储议息会议将至:美股小幅收涨 纳指涨0.62% 美股周一收盘小幅上涨,市场正在消化一系列经济数据和企业消息,并等待美联储议息会议召开。截至收盘,道指涨0.09%,报26112.53点;标普500指数涨0.09%,报2889.67点;纳指涨0.62%,报7845.02点。标普500指数11个板块中有6个板块上涨,5个板块下跌。
柳絮飘飘飘
2019-06-18
这篇文章不错,转发给大家看看
抱歉,原内容已删除
柳絮飘飘飘
2019-06-18
这篇文章不错,转发给大家看看
抱歉,原内容已删除
柳絮飘飘飘
2019-06-18
这篇文章不错,转发给大家看看
@丸丸股票:巴菲特指标 - 股市中的非理性狂热与低迷
柳絮飘飘飘
2019-06-17
$纳斯达克(.IXIC)$ 别再跌啦
柳絮飘飘飘
2019-06-17
$宏桥高科(PBTS)$ 这周美股应该会全面反弹
柳絮飘飘飘
2019-06-17
洋气
@王春龙Bale:【微软被评为世界第一环保公司了:从2017年开始就用AI保护环境】最近,非盈利组织Just Capital发布了环境最佳公司的年度排名,微软独特的气候实践方式使其成为今年最环保公司。这家科技巨头已经发放了230笔资金,用于资助使用人工智能来应对气候变化。微软正在寻找应对气候变化的创新方法。其中最主要的一项方式就是,2017年启动的一项拨款,用于资助人工智能应对全球变暖。这不是微软第一次使用AI来应对气候变化。该公司为印度这个受海平面上升和温度变化影响严重的国家的农民提供帮助,以帮助他们提高农作物产量。该技术公司还发布了可以帮助开发人员构建此类算法的代码。由亿万富翁投资人Paul Tudor Jones创立的Just Capital,在做出这份排名前,分析了1000家美国最大公司的企业责任实践,微软最终成为冠军。微软为所有与之合作的企业征收“碳费”,每吨的碳排放收费15美元。$微软(MSFT)$ $亚马逊(AMZN)$ $苹果(AAPL)$
柳絮飘飘飘
2019-06-14
$宏桥高科(PBTS)$ 昨天还可以呀,好多票子都涨了
柳絮飘飘飘
2019-06-13
$宏桥高科(PBTS)$ 美国商务部长罗斯:美联储上一次加息是为时过早的,美联储应该重新审视上次加息的不成熟行为。 川普连连搞事情,美国整个就放飞自我了吧
柳絮飘飘飘
2019-06-12
$宏桥高科(PBTS)$ 搬着小板凳等他涨
柳絮飘飘飘
2019-06-11
$宏桥高科(PBTS)$ 美股最近表现不错
柳絮飘飘飘
2019-06-10
$宏桥高科(PBTS)$ 这周肯定要涨
柳絮飘飘飘
2019-06-03
$宏桥高科(PBTS)$ 如果在美股投资想要取得超额的收益必须通过长期持股,通过那些市值还算比较小的时候,买入拿着几年就好,而那些太大的如强生、默沙东等等很多的企业,要是想要超额的收益,那真的是非常非常难了,因为几千亿的市值了,只能一点点的磨上去,但是这些企业有点好处,那就是每年波动情况,在过去的一年里,我细细的检查了一下我的美股买卖情况,虽然个股亏损不多,但是盈利也没有多少,唯一就是做对了几次周期波动的机会,把损失扳回来了,不然我肯定亏损几千刀。
柳絮飘飘飘
2019-05-31
这篇文章不错,转发给大家看看
@七寒谷:【亚马逊或有意收购T-Mobile旗下无线服务】 5月31日消息,知情人士透露,亚马逊$亚马逊(AMZN)$ 有意从T-Mobile和Sprint手中收购无线服务运营商Boost Mobile。 据悉,收购后亚马逊或可使用T-Mobile的无线网络至少6年。知情人士还指出,亚马逊对任何可能剥离的无线频谱都感兴趣。
柳絮飘飘飘
2019-05-30
$宏桥高科(PBTS)$ 涨得好[财迷][财迷][财迷][财迷]
柳絮飘飘飘
2019-05-29
必须持有啊,我还低吸呢
@买股人:$宏桥高科(PBTS)$ 我还是持有着,有同坚持的小伙伴吗[财迷][财迷][财迷]
柳絮飘飘飘
2019-05-24
$宏桥高科(PBTS)$ 最近美股真是跌跌不休 科技股全线收低,苹果跌1.71%,亚马逊跌2.38%,奈飞跌2.09%,谷歌跌0.91%,Facebook跌2.4%,微软跌1.17%。
柳絮飘飘飘
2019-05-22
瑞幸胜在,味道不差,店多方便,但是没有用户补贴,不会有人买。
@PP虎:$瑞幸咖啡(LK)$ 我真的是资深咖啡爱好,愿意喝星巴克,也愿意喝那种高逼格环境50元以上的咖啡,还愿意用12块钱买杯7-11。但是不愿意原价买瑞幸。瑞幸可能是我觉得最送钱的一只股票。它典型的有流量,没用户。流量和用户是两个概念。补贴可以带来流量,可是没有本质的要素可以吸引用户留存,提升忠诚度。难以想象补贴停止的时候,它能成为寡头。滴滴烧了这么几年,好歹出行是刚需,但现在离上市都遥遥无期。Uber也可以参考,资本市场对烧钱带流量却难以获得真正粉丝的模式,以后也不会友好。相比较而言,我觉得中概股网易挺好的。
柳絮飘飘飘
2019-05-21
太刺激了,昨晚补仓了
@柳絮飘飘飘:$宏桥高科(PBTS)$ 美股上周就跟过山车一样,希望这周稳点走,不然晚上盯盘刺激的受不了
柳絮飘飘飘
2019-05-20
$宏桥高科(PBTS)$ 美股上周就跟过山车一样,希望这周稳点走,不然晚上盯盘刺激的受不了
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- 股市中的非理性狂热与低迷","htmlText":"丸子最近在准备提供一些简单的指标给大家,每天通过指标,能够让大家大概知道市场的热度,因为丸子发现,如果你开始投资的时间,是在一个相对高点,基本上你很难不亏,那么在这样的时点还想投资,就要把仓位控制得很低。如果在相对低点进入投资,即使暂时亏损,放长了看问题都不大。 丸子每天写文章都在吆喝,市场热了让大家稍微冷静点,市场冷了告诉大家不要害怕,但是最后还是要有一个数据指标给到大家才会比较直观和科学。 今天介绍的就是这样一个指标,今天先讲讲指标概念。 “巴菲特指标”是近些年来,大家用来衡量股市整体估值水平的一个指标。这个指标因为巴菲特2001年的一篇文章而闻名。这个指标就是“上市公司的总市值/GNP(国民生产总值)”,我们有时候称之为证券化率指标。 我们要理解这个指标,就需要理解巴菲特提出这个指标时的背景和思考方式,我们不仅要看到指标本身这个“鱼”,还要知道巴菲特怎么思考的这个“渔”。 2001年12月10日,巴菲特在《财富》杂志发表了这篇名为《Warren Buffett On The Stock Market》的文章,这篇文章是巴菲特1999年发表在《财富》上的文章《Mr. Buffett on the Stock Market》的后续篇。 在这篇文章中,巴菲特总结了美国股市一轮轮的疯狂牛市和疯狂熊市,认为股市的表现主要受如下几个因素影响: 1. 整体经济增长情况(即GDP/GNP的增长); 2. 公司整体的利润水平(即GDP/GNP中分配给股权资本的有多少); 3. 市场利率(即折现率,未来的1美元折现到现在值多少钱,这对金融资产的估值至关重要); 4. 人们容易受后视镜指引,从而短视的固有缺陷,使得市场情绪会出现极端高涨和极端低迷的周期交替。 巴菲特真是一个很有智慧的人,把复杂的资本市场估值问题分析的如此精炼。 由于市场很容易出现极端情绪,从而导致股票估值过高,所以并不是任","listText":"丸子最近在准备提供一些简单的指标给大家,每天通过指标,能够让大家大概知道市场的热度,因为丸子发现,如果你开始投资的时间,是在一个相对高点,基本上你很难不亏,那么在这样的时点还想投资,就要把仓位控制得很低。如果在相对低点进入投资,即使暂时亏损,放长了看问题都不大。 丸子每天写文章都在吆喝,市场热了让大家稍微冷静点,市场冷了告诉大家不要害怕,但是最后还是要有一个数据指标给到大家才会比较直观和科学。 今天介绍的就是这样一个指标,今天先讲讲指标概念。 “巴菲特指标”是近些年来,大家用来衡量股市整体估值水平的一个指标。这个指标因为巴菲特2001年的一篇文章而闻名。这个指标就是“上市公司的总市值/GNP(国民生产总值)”,我们有时候称之为证券化率指标。 我们要理解这个指标,就需要理解巴菲特提出这个指标时的背景和思考方式,我们不仅要看到指标本身这个“鱼”,还要知道巴菲特怎么思考的这个“渔”。 2001年12月10日,巴菲特在《财富》杂志发表了这篇名为《Warren Buffett On The Stock Market》的文章,这篇文章是巴菲特1999年发表在《财富》上的文章《Mr. Buffett on the Stock Market》的后续篇。 在这篇文章中,巴菲特总结了美国股市一轮轮的疯狂牛市和疯狂熊市,认为股市的表现主要受如下几个因素影响: 1. 整体经济增长情况(即GDP/GNP的增长); 2. 公司整体的利润水平(即GDP/GNP中分配给股权资本的有多少); 3. 市场利率(即折现率,未来的1美元折现到现在值多少钱,这对金融资产的估值至关重要); 4. 人们容易受后视镜指引,从而短视的固有缺陷,使得市场情绪会出现极端高涨和极端低迷的周期交替。 巴菲特真是一个很有智慧的人,把复杂的资本市场估值问题分析的如此精炼。 由于市场很容易出现极端情绪,从而导致股票估值过高,所以并不是任","text":"丸子最近在准备提供一些简单的指标给大家,每天通过指标,能够让大家大概知道市场的热度,因为丸子发现,如果你开始投资的时间,是在一个相对高点,基本上你很难不亏,那么在这样的时点还想投资,就要把仓位控制得很低。如果在相对低点进入投资,即使暂时亏损,放长了看问题都不大。 丸子每天写文章都在吆喝,市场热了让大家稍微冷静点,市场冷了告诉大家不要害怕,但是最后还是要有一个数据指标给到大家才会比较直观和科学。 今天介绍的就是这样一个指标,今天先讲讲指标概念。 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$贵州茅台(600519)$ $洋河股份(002304)$ $五粮液(000858)$ 目录 01.艰辛登顶:今日辉煌,缘何铸就? 02.大国匠心:为什么说茅台是世界上最好的蒸馏酒? 03.深思辩疑:市场存在哪些争议?我们如何化解? 04.长期逻辑:投资茅台的大逻辑是什么?量价变化怎么分析? 05.牛市胶着:得失之间,错过五粮液的启示? 06.结构升级:新的蓄水池是什么? 07.多维挖掘:我们如何挖掘草根数据? 08.景气宠儿:白酒沉浮录,谁是英雄? 09.价格王道:价格与品牌力、价格与资产泡沫? 10.公允估值:提价预期是否price-in?茅台限高怎么看? 11.持之以恒:为什么经销商愿意与茅台风雨同行? 12.风光旖旎:为什么我们不希望茅台股价涨太快? 13.路在何方:展望未来,茅台的市场机会与空间? 14.龙场悟道:回顾与茅台的15年,有哪些总结和感悟? ” 01 艰辛登顶 问:朱总您好,您是新财富的老朋友,我们了解您跟踪茅台多年,应该算是资本市场上最早一批挖掘茅台的分析师。您对茅台有什么与众不同的见解,可以跟我们的读者分享一下。 朱卫华:谢谢新财富。我们食品饮料团队从2003年开始关注茅台,2004年初正式出调研报告开始强烈推荐。我本人十多年前获得三届新财富食品饮料第一,除了总结出《食品饮料业图谱》的研究框架,我觉得很大部分原因是拜茅台所赐,我是2001年入行、2003年非典时正式研究食品饮料,幸运地踩上了点。 茅台现在近万亿的市值,遥遥领先于同业,大家都羡慕茅台有很好的禀赋。其实,茅台虽然有国酒的禀赋,但禀赋并不是决定性因素,其实酒香也怕巷子深,茅台今天的成功,跟背后茅台人、数十年崇本守道的精神和孜孜不倦的探索分不","listText":"茅台何以成就今日之辉煌?转一篇资本市场上人称“朱茅台”的朱卫华,深度复盘茅台万亿市值之路,亲授他过去15年观察茅台、研究茅台、推荐茅台的研究心得。 $贵州茅台(600519)$ $洋河股份(002304)$ $五粮液(000858)$ 目录 01.艰辛登顶:今日辉煌,缘何铸就? 02.大国匠心:为什么说茅台是世界上最好的蒸馏酒? 03.深思辩疑:市场存在哪些争议?我们如何化解? 04.长期逻辑:投资茅台的大逻辑是什么?量价变化怎么分析? 05.牛市胶着:得失之间,错过五粮液的启示? 06.结构升级:新的蓄水池是什么? 07.多维挖掘:我们如何挖掘草根数据? 08.景气宠儿:白酒沉浮录,谁是英雄? 09.价格王道:价格与品牌力、价格与资产泡沫? 10.公允估值:提价预期是否price-in?茅台限高怎么看? 11.持之以恒:为什么经销商愿意与茅台风雨同行? 12.风光旖旎:为什么我们不希望茅台股价涨太快? 13.路在何方:展望未来,茅台的市场机会与空间? 14.龙场悟道:回顾与茅台的15年,有哪些总结和感悟? ” 01 艰辛登顶 问:朱总您好,您是新财富的老朋友,我们了解您跟踪茅台多年,应该算是资本市场上最早一批挖掘茅台的分析师。您对茅台有什么与众不同的见解,可以跟我们的读者分享一下。 朱卫华:谢谢新财富。我们食品饮料团队从2003年开始关注茅台,2004年初正式出调研报告开始强烈推荐。我本人十多年前获得三届新财富食品饮料第一,除了总结出《食品饮料业图谱》的研究框架,我觉得很大部分原因是拜茅台所赐,我是2001年入行、2003年非典时正式研究食品饮料,幸运地踩上了点。 茅台现在近万亿的市值,遥遥领先于同业,大家都羡慕茅台有很好的禀赋。其实,茅台虽然有国酒的禀赋,但禀赋并不是决定性因素,其实酒香也怕巷子深,茅台今天的成功,跟背后茅台人、数十年崇本守道的精神和孜孜不倦的探索分不","text":"茅台何以成就今日之辉煌?转一篇资本市场上人称“朱茅台”的朱卫华,深度复盘茅台万亿市值之路,亲授他过去15年观察茅台、研究茅台、推荐茅台的研究心得。 $贵州茅台(600519)$ $洋河股份(002304)$ $五粮液(000858)$ 目录 01.艰辛登顶:今日辉煌,缘何铸就? 02.大国匠心:为什么说茅台是世界上最好的蒸馏酒? 03.深思辩疑:市场存在哪些争议?我们如何化解? 04.长期逻辑:投资茅台的大逻辑是什么?量价变化怎么分析? 05.牛市胶着:得失之间,错过五粮液的启示? 06.结构升级:新的蓄水池是什么? 07.多维挖掘:我们如何挖掘草根数据? 08.景气宠儿:白酒沉浮录,谁是英雄? 09.价格王道:价格与品牌力、价格与资产泡沫? 10.公允估值:提价预期是否price-in?茅台限高怎么看? 11.持之以恒:为什么经销商愿意与茅台风雨同行? 12.风光旖旎:为什么我们不希望茅台股价涨太快? 13.路在何方:展望未来,茅台的市场机会与空间? 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