+关注
天天有钱888
暂无个人介绍
IP属地：广西
35
关注
0
粉丝
0
主题
0
勋章
主贴
热门
天天有钱888
2021-07-19
牛来了
@贝拉聊财金: 美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...
天天有钱888
2021-07-19
这篇文章不错，转发给大家看
@贝拉聊财金: 美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...
天天有钱888
2021-07-16
这篇文章不错，转发给大家看
@gugu:2021年上半年复盘：不愿意持有1年以上的票，就不要买入
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3518818766463232,"uuid":"3518818766463232","gmtCreate":1555731798281,"gmtModify":1626404559007,"name":"天天有钱888","pinyin":"ttyq888tiantianyouqian888","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/8a8c7b8a8ddba1fdcd69950c783b403e","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":35,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.05.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广西","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":173625409,"gmtCreate":1626658628801,"gmtModify":1626658628801,"author":{"id":"3518818766463232","authorId":"3518818766463232","authorIdStr":"3518818766463232","name":"天天有钱888","avatar":"https://static.tigerbbs.com/8a8c7b8a8ddba1fdcd69950c783b403e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"牛来了","listText":"牛来了","text":"牛来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173625409","repostId":"173394880","repostType":1,"repost":{"id":173394880,"gmtCreate":1626613626035,"gmtModify":1626620773183,"author":{"id":"9000000000000112","authorId":"9000000000000112","authorIdStr":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"\n \n \n 美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...\n \n","listText":"美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...","text":"美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173394880","isVote":1,"tweetType":2,"object":{"id":"13080cc499e54116b8d43b4bd2b0acbc","tweetId":"173394880","title":"✨✨ 美股 恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？","videoUrl":"http://v.tigerbbs.com/16266136188547863a963179ad86c776b3cdb141eefa9.mp4","poster":"https://static.tigerbbs.com/2e000692888ce2c0479db4a88bd7b3e1","shareLink":"http://v.tigerbbs.com/16266136188547863a963179ad86c776b3cdb141eefa9.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173625964,"gmtCreate":1626658601258,"gmtModify":1626658601258,"author":{"id":"3518818766463232","authorId":"3518818766463232","authorIdStr":"3518818766463232","name":"天天有钱888","avatar":"https://static.tigerbbs.com/8a8c7b8a8ddba1fdcd69950c783b403e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173625964","repostId":"173394880","repostType":1,"repost":{"id":173394880,"gmtCreate":1626613626035,"gmtModify":1626620773183,"author":{"id":"9000000000000112","authorId":"9000000000000112","authorIdStr":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"\n \n \n 美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...\n \n","listText":"美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...","text":"美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173394880","isVote":1,"tweetType":2,"object":{"id":"13080cc499e54116b8d43b4bd2b0acbc","tweetId":"173394880","title":"✨✨ 美股 恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？","videoUrl":"http://v.tigerbbs.com/16266136188547863a963179ad86c776b3cdb141eefa9.mp4","poster":"https://static.tigerbbs.com/2e000692888ce2c0479db4a88bd7b3e1","shareLink":"http://v.tigerbbs.com/16266136188547863a963179ad86c776b3cdb141eefa9.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170034951,"gmtCreate":1626395077473,"gmtModify":1626395077473,"author":{"id":"3518818766463232","authorId":"3518818766463232","authorIdStr":"3518818766463232","name":"天天有钱888","avatar":"https://static.tigerbbs.com/8a8c7b8a8ddba1fdcd69950c783b403e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170034951","repostId":"144321171","repostType":1,"repost":{"id":144321171,"gmtCreate":1626269270393,"gmtModify":1626344323035,"author":{"id":"387611620380","authorId":"387611620380","authorIdStr":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"2021年上半年复盘：不愿意持有1年以上的票，就不要买入","htmlText":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","listText":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","text":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头$阿斯麦(ASML)$ ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而$台积电(TSM)$ 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","images":[{"img":"https://static.tigerbbs.com/499e15eeecc30df0598698c9d28f155d","width":"640","height":"356"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144321171","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":173625409,"gmtCreate":1626658628801,"gmtModify":1626658628801,"author":{"id":"3518818766463232","authorId":"3518818766463232","authorIdStr":"3518818766463232","name":"天天有钱888","avatar":"https://static.tigerbbs.com/8a8c7b8a8ddba1fdcd69950c783b403e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"牛来了","listText":"牛来了","text":"牛来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173625409","repostId":"173394880","repostType":1,"repost":{"id":173394880,"gmtCreate":1626613626035,"gmtModify":1626620773183,"author":{"id":"9000000000000112","authorId":"9000000000000112","authorIdStr":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"\n \n \n 美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...\n \n","listText":"美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...","text":"美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173394880","isVote":1,"tweetType":2,"object":{"id":"13080cc499e54116b8d43b4bd2b0acbc","tweetId":"173394880","title":"✨✨ 美股 恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？","videoUrl":"http://v.tigerbbs.com/16266136188547863a963179ad86c776b3cdb141eefa9.mp4","poster":"https://static.tigerbbs.com/2e000692888ce2c0479db4a88bd7b3e1","shareLink":"http://v.tigerbbs.com/16266136188547863a963179ad86c776b3cdb141eefa9.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173625964,"gmtCreate":1626658601258,"gmtModify":1626658601258,"author":{"id":"3518818766463232","authorId":"3518818766463232","authorIdStr":"3518818766463232","name":"天天有钱888","avatar":"https://static.tigerbbs.com/8a8c7b8a8ddba1fdcd69950c783b403e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173625964","repostId":"173394880","repostType":1,"repost":{"id":173394880,"gmtCreate":1626613626035,"gmtModify":1626620773183,"author":{"id":"9000000000000112","authorId":"9000000000000112","authorIdStr":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"\n \n \n 美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...\n \n","listText":"美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...","text":"美股恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？ 如果需要 ...","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173394880","isVote":1,"tweetType":2,"object":{"id":"13080cc499e54116b8d43b4bd2b0acbc","tweetId":"173394880","title":"✨✨ 美股 恐高症发作！业绩能撑住估值吗？下周事情特别多... ... ⇛ ⇛ 胶着情绪卷土重来！科技巨头集体回落... ... ⇛ ⇛ 疫情受害股还在渡劫... ... 接下来该怎么办？","videoUrl":"http://v.tigerbbs.com/16266136188547863a963179ad86c776b3cdb141eefa9.mp4","poster":"https://static.tigerbbs.com/2e000692888ce2c0479db4a88bd7b3e1","shareLink":"http://v.tigerbbs.com/16266136188547863a963179ad86c776b3cdb141eefa9.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170034951,"gmtCreate":1626395077473,"gmtModify":1626395077473,"author":{"id":"3518818766463232","authorId":"3518818766463232","authorIdStr":"3518818766463232","name":"天天有钱888","avatar":"https://static.tigerbbs.com/8a8c7b8a8ddba1fdcd69950c783b403e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170034951","repostId":"144321171","repostType":1,"repost":{"id":144321171,"gmtCreate":1626269270393,"gmtModify":1626344323035,"author":{"id":"387611620380","authorId":"387611620380","authorIdStr":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"2021年上半年复盘：不愿意持有1年以上的票，就不要买入","htmlText":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","listText":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","text":"上半年A股账户盈利4%，老虎账户盈利11.5%。盈利结果，符合预期。A股消费一直高位盘整，中免股价冲高后回落了，中概表现也不好，只有美股依旧牛气。 我一直拿着芯片上游龙头$阿斯麦(ASML)$ ，受益于各国芯片制造的竞赛，21年Q1收入增长79%，净利103亿人民币，同比增长240%，今年上半年股价涨了38%。而$台积电(TSM)$ 收入增长16%，利润增长19%，上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散，现在中国、美国、韩国和日本，都在发力建设晶圆厂。台积电一直认为，中国芯片制作落后了5年；美国工程师人员工资太高，芯片价格没有竞争力；台积电最大竞争对手是三星。芯片代工生产的终局，让我们一起拭目以待。美股龙头盈利增速，完全能支撑股价的涨幅。股价比较实！！！ 国内经济上半年最大亮点是出口增长迅猛，消费却一直低迷。除了消费的增长乏力之外，消费股的高估也让投资者却步，整体板块一直盘整中。我的中免也就一直在调整中，只有个别持续有高增长的消费板块，比如医美、ai服务机器人（扫地机器人），受到资金的追捧。医美，我觉得风险比较大，这个板块的里面的龙头企业，无法挡住领域新晋者，华东医药等靠代理海外肉毒素和玻尿酸产品，也杀入这个赛道，哪家公司是最后的幸存者很难预判。中免盘整一下挺好，风险更低，年前最后一个交日易2月10日那日摸到7500亿市值，那是我估算2022年的合理市值。再要是涨上去，就要止盈了。作为个人投资者，我不希望手中的股票太火，最好每年慢慢涨，拿的时间越长，才能赚得更多。 这次重点复盘了账户的逐笔交易，上半年一共交易32个票，但实际上","images":[{"img":"https://static.tigerbbs.com/499e15eeecc30df0598698c9d28f155d","width":"640","height":"356"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144321171","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
