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alex_t
2019-08-01
$纳斯达克(.IXIC)$
时至今日,空空们也明白了,下跌,是为了更好的上涨
alex_t
2019-08-02
$纳斯达克(.IXIC)$
美股抖一抖,矮股就要崩啦…
alex_t
2019-07-29
$纳斯达克(.IXIC)$
美股上涨是大概率事件,那些唱空的,只是希望发生小概率事件,来显得他们很聪明,仅此而已,你要让他们真金白银做空,是万万没那个胆量的
alex_t
2019-07-22
$纳斯达克(.IXIC)$
a股站岗,踏空楼市,做空美股,人生三大不幸
alex_t
2019-07-14
$纳斯达克(.IXIC)$
看空美股和看空楼市一样,都是韭菜的宿命
alex_t
2019-07-25
$纳斯达克(.IXIC)$
眼看又要v了,空空们都六神无主了
alex_t
2019-08-02
$纳斯达克(.IXIC)$
我就劝各位,无论看多看空都不要碰期货,否则会比炒矮股死的还惨,玩期货就像预测天气,你不可能知到下一分钟是不是会下雨,但是夏天来了,天气会变热,这就很容易判断了,我话就放在这里,矮股现在是冬天,离春天还早,美股现在是夏天,离冬天还远
alex_t
2019-08-02
$纳斯达克(.IXIC)$
美股是一个壮汉,受伤了休息几天就好,而矮股是个病秧,同样一拳上去要躺上半年
alex_t
2019-07-26
$纳斯达克(.IXIC)$
这两天在新高位置反复,为啥呢,因为要夯实底部
alex_t
2019-07-13
$纳斯达克(.IXIC)$
做空的和在a股炒辣鸡股的都是一类人
alex_t
2019-08-02
$纳斯达克(.IXIC)$
接下来行情怎么走,我认为有个周线级别的调整,但还是会回来,黄金会上涨,冲1500,对于做空的,要小心某天半夜鲍威尔发推表示考虑再降息25个基点哈
alex_t
2019-08-01
$纳斯达克(.IXIC)$
多空决斗之夜,空空们快窒息了
alex_t
2019-08-01
$纳斯达克(.IXIC)$
如果是在矮股,得知降息内幕的庄家们早就拉出一波主升浪了,但在美股,由于空空们兴风作浪,华尔街也竟不敢轻举妄动呢
alex_t
2019-07-18
$纳斯达克(.IXIC)$
十年内美股不会崩盘,只有技术调整,这个世界也是赢家通吃,也并不是美国变得有多强,而是潮水退去后,谁在裸奔已经显而易见了
alex_t
2019-07-30
$纳斯达克(.IXIC)$
不会又要v了吧,空空们咋没声了呢
alex_t
2019-07-27
$纳斯达克(.IXIC)$
空空莫哭,华尔街不相信眼泪
alex_t
2019-07-23
$纳斯达克(.IXIC)$
投降吧空空们
alex_t
2019-08-02
$纳斯达克(.IXIC)$
马后炮一下,昨晚开盘后市场动力强劲,完全无视了鲍威尔的牢骚,这就是自然的市场状态,如果市场低迷,特倒还不一定敢立马发推,现在市场的内在力量强的发烫,要靠不停的泼冷水才能压住,在未来中长期,指数会震荡上行,时不时的压制,然后会在最需要涨的时候大涨
alex_t
2019-08-02
$纳斯达克(.IXIC)$
你们非要喜欢做空,我建议玩做空中国etf
$三倍做空FTSE中国ETF-Direxion(YANG)$
去老虎APP查看更多动态
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11:30","market":"us","language":"zh","title":"提醒:耶稣受难日、复活节股市休市安排一览","url":"https://stock-news.laohu8.com/highlight/detail?id=1171945540","media":"老虎资讯综合","summary":"北京时间本周五(4月15日)为耶稣受难日,周日(4月17日)为复活节,届时,许多有基督教信仰的国家和地区的金融市场都将休市。具体安排如下:美股:4月15日(周五)休市,4月18日(下周一)起照常开市","content":"<html><head></head><body><p>北京时间本周五(4月15日)为耶稣受难日,周日(4月17日)为复活节,届时,许多有基督教信仰的国家和地区的金融市场都将休市。具体安排如下:</p><p><img src=\"https://static.tigerbbs.com/4c4d01949c075188e0c02cff3316f608\" tg-width=\"767\" tg-height=\"813\" width=\"100%\" height=\"auto\"/></p><p><b>美股:</b></p><p>4月15日(周五)休市,4月18日(下周一)起照常开市。</p><p><b>港股:</b></p><p>4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。</p><p><b>A股:</b></p><p>照常交易</p><p><b>英股:</b></p><p>4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。</p><p><b>澳股:</b></p><p>4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。</p><p><b>新加坡市场:</b></p><p>4月15日(周五)休市,4月18日(下周一)起照常开市。</p><p><b>沪股通、深股通:</b></p><p>4月14日(周四)至4月18日(下周一)关闭,4月19日(下周二)起照常开通。</p><p><b>港股通:</b></p><p>4月15日(周五)至4月18日(下周一)关闭,4月19日(下周二)起照常开通。</p><p><b>背景简介:</b></p><p>耶稣受难日:耶稣受难日是基督徒纪念耶稣基督被钉在十字架上受难的日子,为复活节前的那个周五。按《圣经-马太福音》的说法,耶稣基督在十字架上受刑死后3天复活,因而设立复活节。该节是每年春分后首次月圆之后的第一个周日,因此没有固定的公历日期,每年的耶稣受难日自然也没有一个固定的公历日子。</p></body></html>","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>提醒:耶稣受难日、复活节股市休市安排一览</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提醒:耶稣受难日、复活节股市休市安排一览\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\">2022-04-11 11:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>北京时间本周五(4月15日)为耶稣受难日,周日(4月17日)为复活节,届时,许多有基督教信仰的国家和地区的金融市场都将休市。具体安排如下:</p><p><img src=\"https://static.tigerbbs.com/4c4d01949c075188e0c02cff3316f608\" tg-width=\"767\" tg-height=\"813\" width=\"100%\" height=\"auto\"/></p><p><b>美股:</b></p><p>4月15日(周五)休市,4月18日(下周一)起照常开市。</p><p><b>港股:</b></p><p>4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。</p><p><b>A股:</b></p><p>照常交易</p><p><b>英股:</b></p><p>4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。</p><p><b>澳股:</b></p><p>4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。</p><p><b>新加坡市场:</b></p><p>4月15日(周五)休市,4月18日(下周一)起照常开市。</p><p><b>沪股通、深股通:</b></p><p>4月14日(周四)至4月18日(下周一)关闭,4月19日(下周二)起照常开通。</p><p><b>港股通:</b></p><p>4月15日(周五)至4月18日(下周一)关闭,4月19日(下周二)起照常开通。</p><p><b>背景简介:</b></p><p>耶稣受难日:耶稣受难日是基督徒纪念耶稣基督被钉在十字架上受难的日子,为复活节前的那个周五。按《圣经-马太福音》的说法,耶稣基督在十字架上受刑死后3天复活,因而设立复活节。该节是每年春分后首次月圆之后的第一个周日,因此没有固定的公历日期,每年的耶稣受难日自然也没有一个固定的公历日子。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"399001":"深证成指","399006":"创业板指",".SPX":"S&P 500 Index","HSTECH":"恒生科技指数","000001.SH":"上证指数","HSCCI":"红筹指数",".DJI":"道琼斯","HSCEI":"国企指数",".IXIC":"NASDAQ Composite","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171945540","content_text":"北京时间本周五(4月15日)为耶稣受难日,周日(4月17日)为复活节,届时,许多有基督教信仰的国家和地区的金融市场都将休市。具体安排如下:美股:4月15日(周五)休市,4月18日(下周一)起照常开市。港股:4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。A股:照常交易英股:4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。澳股:4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。新加坡市场:4月15日(周五)休市,4月18日(下周一)起照常开市。沪股通、深股通:4月14日(周四)至4月18日(下周一)关闭,4月19日(下周二)起照常开通。港股通:4月15日(周五)至4月18日(下周一)关闭,4月19日(下周二)起照常开通。背景简介:耶稣受难日:耶稣受难日是基督徒纪念耶稣基督被钉在十字架上受难的日子,为复活节前的那个周五。按《圣经-马太福音》的说法,耶稣基督在十字架上受刑死后3天复活,因而设立复活节。该节是每年春分后首次月圆之后的第一个周日,因此没有固定的公历日期,每年的耶稣受难日自然也没有一个固定的公历日子。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898549840,"gmtCreate":1628513884080,"gmtModify":1628513884080,"author":{"id":"3520840471871382","authorId":"3520840471871382","name":"alex_t","avatar":"https://static.tigerbbs.com/967e613351d3b7ddb151f21a4d4b28f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520840471871382","authorIdStr":"3520840471871382"},"themes":[],"htmlText":"白手套","listText":"白手套","text":"白手套","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898549840","repostId":"1170528688","repostType":4,"repost":{"id":"1170528688","kind":"news","pubTimestamp":1628512947,"share":"https://www.laohu8.com/m/news/1170528688?lang=&edition=full","pubTime":"2021-08-09 20:42","market":"us","language":"zh","title":"高瓴回应“网传创始人张磊被边控”:信息严重不实,已报警","url":"https://stock-news.laohu8.com/highlight/detail?id=1170528688","media":"界面新闻","summary":"8月9日,网传高瓴创始人张磊被边控。对此,高瓴方面向界面新闻回应称,网络所传关于高瓴高管个人的信息严重不实,高瓴已向警方报案并保留一切合法追诉权益。","content":"<div>\n<p>8月9日,网传高瓴创始人张磊被边控。对此,高瓴方面向界面新闻回应称,网络所传关于高瓴高管个人的信息严重不实,高瓴已向警方报案并保留一切合法追诉权益。</p>\n\n<a href=\"https://www.jiemian.com/article/6462669.html\">Web Link</a>\n\n</div>\n","source":"jm","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>高瓴回应“网传创始人张磊被边控”:信息严重不实,已报警</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/890dd2dfb205aa8aa1d140672304b3c8","relate_stocks":{},"source_url":"https://www.jiemian.com/article/6462669.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170528688","content_text":"8月9日,网传高瓴创始人张磊被边控。对此,高瓴方面向界面新闻回应称,网络所传关于高瓴高管个人的信息严重不实,高瓴已向警方报案并保留一切合法追诉权益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316696269,"gmtCreate":1611930344351,"gmtModify":1703756520384,"author":{"id":"3520840471871382","authorId":"3520840471871382","name":"alex_t","avatar":"https://static.tigerbbs.com/967e613351d3b7ddb151f21a4d4b28f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520840471871382","authorIdStr":"3520840471871382"},"themes":[],"htmlText":"你们真当是散户干的呢,群众运动都是有幕后主使的,这是借散户的手收拾华尔街","listText":"你们真当是散户干的呢,群众运动都是有幕后主使的,这是借散户的手收拾华尔街","text":"你们真当是散户干的呢,群众运动都是有幕后主使的,这是借散户的手收拾华尔街","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316696269","repostId":"1156662177","repostType":4,"isVote":1,"tweetType":1,"viewCount":2312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398430774,"gmtCreate":1606926810098,"gmtModify":1703845507182,"author":{"id":"3520840471871382","authorId":"3520840471871382","name":"alex_t","avatar":"https://static.tigerbbs.com/967e613351d3b7ddb151f21a4d4b28f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520840471871382","authorIdStr":"3520840471871382"},"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/398430774","repostId":"393726095","repostType":1,"repost":{"id":393726095,"gmtCreate":1606389436017,"gmtModify":1703842955962,"author":{"id":"3443259955812259","authorId":"3443259955812259","name":"鑫鑫洋","avatar":"https://static.tigerbbs.com/b2d2f1f10442d11e847ff989eb36f7a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3443259955812259","authorIdStr":"3443259955812259"},"themes":[],"title":"什么人在交易中长期赚钱?","htmlText":"华尔街谚语:一个成功的交易者,是需要10年的学习历程的。这个行业中,60%的人会在半年里就消失,钱和信心被消灭,还有35%在本年内不会盈利,5%盈利的能坚持5年的不到1%。做到私募的就更少,历经10年大约可以出师了,真正出道也要40岁了,在美国金融业私募经理的初始年龄为42岁,再打拼个10年就可以退休了。一、稳定操盘手的定义是什么? 顶尖交易员的主要特质可以浓缩为一句:长期稳定地获利。包括三个词组长期、稳定和获利:第一,如果只是短期能获利,则表明你只是遇到了好的运气,没有交易的盈利能力;第二,如果你不能稳定地盈利,今年大盈利,明年大亏损,后年大盈利,则表明你欠缺对风险的控制和对信号的过滤,交易系统不成熟,一些年份会爆仓,容易死亡;第三,获利,获利越大,交易员越优秀,就是这么简单,没有所谓不能赚大钱的伟大交易员。 西蒙斯的基金收5%的资产管理费+44%的投资收益分成,对冲基金的管理费通常在1%左右,而提成是20%,西蒙斯可以说是达到了极大多操盘手一辈子都无法企及的高度,是需要仰望的存在。 《趋势跟踪-顶尖交易大师的操盘获利策略》这本书讲的,在我看来,不是术,而是道,道的层面是对未来不确定性的处理,适用于交易,也适用于生活。术的层面是,解决5个问题:什么时候入场,什么时候出场,入多少,对了怎么办,错了怎么处理。要知道,交易是需要理性的,是反直觉和反人性的,因此,你需要数据和时间来告诉你交易系统有没有效! 当你形成一个有效的系统之后,你可能会碰上以下问题。二、技术分析到底是否有效? 在过去几十","listText":"华尔街谚语:一个成功的交易者,是需要10年的学习历程的。这个行业中,60%的人会在半年里就消失,钱和信心被消灭,还有35%在本年内不会盈利,5%盈利的能坚持5年的不到1%。做到私募的就更少,历经10年大约可以出师了,真正出道也要40岁了,在美国金融业私募经理的初始年龄为42岁,再打拼个10年就可以退休了。一、稳定操盘手的定义是什么? 顶尖交易员的主要特质可以浓缩为一句:长期稳定地获利。包括三个词组长期、稳定和获利:第一,如果只是短期能获利,则表明你只是遇到了好的运气,没有交易的盈利能力;第二,如果你不能稳定地盈利,今年大盈利,明年大亏损,后年大盈利,则表明你欠缺对风险的控制和对信号的过滤,交易系统不成熟,一些年份会爆仓,容易死亡;第三,获利,获利越大,交易员越优秀,就是这么简单,没有所谓不能赚大钱的伟大交易员。 西蒙斯的基金收5%的资产管理费+44%的投资收益分成,对冲基金的管理费通常在1%左右,而提成是20%,西蒙斯可以说是达到了极大多操盘手一辈子都无法企及的高度,是需要仰望的存在。 《趋势跟踪-顶尖交易大师的操盘获利策略》这本书讲的,在我看来,不是术,而是道,道的层面是对未来不确定性的处理,适用于交易,也适用于生活。术的层面是,解决5个问题:什么时候入场,什么时候出场,入多少,对了怎么办,错了怎么处理。要知道,交易是需要理性的,是反直觉和反人性的,因此,你需要数据和时间来告诉你交易系统有没有效! 当你形成一个有效的系统之后,你可能会碰上以下问题。二、技术分析到底是否有效? 在过去几十","text":"华尔街谚语:一个成功的交易者,是需要10年的学习历程的。这个行业中,60%的人会在半年里就消失,钱和信心被消灭,还有35%在本年内不会盈利,5%盈利的能坚持5年的不到1%。做到私募的就更少,历经10年大约可以出师了,真正出道也要40岁了,在美国金融业私募经理的初始年龄为42岁,再打拼个10年就可以退休了。一、稳定操盘手的定义是什么? 顶尖交易员的主要特质可以浓缩为一句:长期稳定地获利。包括三个词组长期、稳定和获利:第一,如果只是短期能获利,则表明你只是遇到了好的运气,没有交易的盈利能力;第二,如果你不能稳定地盈利,今年大盈利,明年大亏损,后年大盈利,则表明你欠缺对风险的控制和对信号的过滤,交易系统不成熟,一些年份会爆仓,容易死亡;第三,获利,获利越大,交易员越优秀,就是这么简单,没有所谓不能赚大钱的伟大交易员。 西蒙斯的基金收5%的资产管理费+44%的投资收益分成,对冲基金的管理费通常在1%左右,而提成是20%,西蒙斯可以说是达到了极大多操盘手一辈子都无法企及的高度,是需要仰望的存在。 《趋势跟踪-顶尖交易大师的操盘获利策略》这本书讲的,在我看来,不是术,而是道,道的层面是对未来不确定性的处理,适用于交易,也适用于生活。术的层面是,解决5个问题:什么时候入场,什么时候出场,入多少,对了怎么办,错了怎么处理。要知道,交易是需要理性的,是反直觉和反人性的,因此,你需要数据和时间来告诉你交易系统有没有效! 当你形成一个有效的系统之后,你可能会碰上以下问题。二、技术分析到底是否有效? 在过去几十","images":[{"img":"https://static.tigerbbs.com/c46f599a10912e1455239b53c03044dc","width":"800","height":"1202"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393726095","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391613560,"gmtCreate":1606626708550,"gmtModify":1703843740055,"author":{"id":"3520840471871382","authorId":"3520840471871382","name":"alex_t","avatar":"https://static.tigerbbs.com/967e613351d3b7ddb151f21a4d4b28f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520840471871382","authorIdStr":"3520840471871382"},"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/391613560","repostId":"390449390","repostType":1,"repost":{"id":390449390,"gmtCreate":1605847942710,"gmtModify":1703840057161,"author":{"id":"3504159341957730","authorId":"3504159341957730","name":"小虎ETF","avatar":"https://static.tigerbbs.com/075b2bc663a4c715d836273d248d8ddb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504159341957730","authorIdStr":"3504159341957730"},"themes":[],"title":"ARK女股神的作业可以抄吗?","htmlText":"近期一家投资公司因旗下的几只主动型ETF今年的优异表现而大火,这家公司就是ARK。ARK投资公司是由Cathie Wood于2014年创立的。Cathie Wood在业界有“女股神“之称,拥有近40年的投资经验。此前Cathie Wood曾在著名的CapitalGroup就职,而后到Jennison Associates,担任过首席经济学家、股票研究分析师、投资组合经理和董事等多个职位。2013年10月,Cathie Wood在芝加哥参加一场晨星的会,这是她第一次参加ETF主题的会议。会上主讲者宣判主动投资的失败与ETF行业将持续增长,赢得了满堂喝彩。此时Wood第一个想到的是:我可能是这间屋里唯一的主动投资者。一直是逆向思维的她,第二个想到的是:如果这里的每一个人都这么坚信这一点,也许我该成立ARK了。之后,Cathie Wood就将自己主动管理的能力和ETF基金低成本、透明度高的优势相结合,创办了ARK公司。ARK的含义是:Active Research Knowledge。同年9月底就发行了主动型ETF。目前ARK旗下有7只ETF,其中5只是主动型ETF,2只指数ETF。从产品的表现来看,近一年这5只主动型ETF的收益碾压大盘基准。ARK旗下ETFs表现;数据来自:ARK官网;截止:2020.10.31管理的资产规模也飙涨。旗舰ETF -<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> ,今年基金份额翻了3倍。目前资产规模超100亿美金。这只产品可以看作是ARK公司投资理念下的主产品,其余的4只主动型ETF是颠覆性创新领域下的4个分支。因此ARKK是本文介绍的重点。ARKK发行至今基金份额的变化图;数据来自:彭博;截止:2020.11.19什么","listText":"近期一家投资公司因旗下的几只主动型ETF今年的优异表现而大火,这家公司就是ARK。ARK投资公司是由Cathie Wood于2014年创立的。Cathie Wood在业界有“女股神“之称,拥有近40年的投资经验。此前Cathie Wood曾在著名的CapitalGroup就职,而后到Jennison Associates,担任过首席经济学家、股票研究分析师、投资组合经理和董事等多个职位。2013年10月,Cathie Wood在芝加哥参加一场晨星的会,这是她第一次参加ETF主题的会议。会上主讲者宣判主动投资的失败与ETF行业将持续增长,赢得了满堂喝彩。此时Wood第一个想到的是:我可能是这间屋里唯一的主动投资者。一直是逆向思维的她,第二个想到的是:如果这里的每一个人都这么坚信这一点,也许我该成立ARK了。之后,Cathie Wood就将自己主动管理的能力和ETF基金低成本、透明度高的优势相结合,创办了ARK公司。ARK的含义是:Active Research Knowledge。同年9月底就发行了主动型ETF。目前ARK旗下有7只ETF,其中5只是主动型ETF,2只指数ETF。从产品的表现来看,近一年这5只主动型ETF的收益碾压大盘基准。ARK旗下ETFs表现;数据来自:ARK官网;截止:2020.10.31管理的资产规模也飙涨。旗舰ETF -<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> ,今年基金份额翻了3倍。目前资产规模超100亿美金。这只产品可以看作是ARK公司投资理念下的主产品,其余的4只主动型ETF是颠覆性创新领域下的4个分支。因此ARKK是本文介绍的重点。ARKK发行至今基金份额的变化图;数据来自:彭博;截止:2020.11.19什么","text":"近期一家投资公司因旗下的几只主动型ETF今年的优异表现而大火,这家公司就是ARK。ARK投资公司是由Cathie Wood于2014年创立的。Cathie Wood在业界有“女股神“之称,拥有近40年的投资经验。此前Cathie Wood曾在著名的CapitalGroup就职,而后到Jennison Associates,担任过首席经济学家、股票研究分析师、投资组合经理和董事等多个职位。2013年10月,Cathie Wood在芝加哥参加一场晨星的会,这是她第一次参加ETF主题的会议。会上主讲者宣判主动投资的失败与ETF行业将持续增长,赢得了满堂喝彩。此时Wood第一个想到的是:我可能是这间屋里唯一的主动投资者。一直是逆向思维的她,第二个想到的是:如果这里的每一个人都这么坚信这一点,也许我该成立ARK了。之后,Cathie Wood就将自己主动管理的能力和ETF基金低成本、透明度高的优势相结合,创办了ARK公司。ARK的含义是:Active Research Knowledge。同年9月底就发行了主动型ETF。目前ARK旗下有7只ETF,其中5只是主动型ETF,2只指数ETF。从产品的表现来看,近一年这5只主动型ETF的收益碾压大盘基准。ARK旗下ETFs表现;数据来自:ARK官网;截止:2020.10.31管理的资产规模也飙涨。旗舰ETF -$ARK Innovation ETF(ARKK)$ ,今年基金份额翻了3倍。目前资产规模超100亿美金。这只产品可以看作是ARK公司投资理念下的主产品,其余的4只主动型ETF是颠覆性创新领域下的4个分支。因此ARKK是本文介绍的重点。ARKK发行至今基金份额的变化图;数据来自:彭博;截止:2020.11.19什么","images":[{"img":"https://static.tigerbbs.com/f169ec480e32ccf0292b811f5f36dcd9","width":"688","height":"262"},{"img":"https://static.tigerbbs.com/d5853620e56681e58a1a5e91ee89f296","width":"590","height":"165"},{"img":"https://static.tigerbbs.com/5bc3cbc7de9fa87a99d091643c21c18b","width":"688","height":"671"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390449390","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300354943,"gmtCreate":1602047587482,"gmtModify":1703825695873,"author":{"id":"3520840471871382","authorId":"3520840471871382","name":"alex_t","avatar":"https://static.tigerbbs.com/967e613351d3b7ddb151f21a4d4b28f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520840471871382","authorIdStr":"3520840471871382"},"themes":[],"htmlText":"茅台的风险就是把茅台捧起来人倒下","listText":"茅台的风险就是把茅台捧起来人倒下","text":"茅台的风险就是把茅台捧起来人倒下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300354943","repostId":"1141201241","repostType":4,"repost":{"id":"1141201241","kind":"news","pubTimestamp":1602027281,"share":"https://www.laohu8.com/m/news/1141201241?lang=&edition=full","pubTime":"2020-10-07 07:34","market":"sh","language":"zh","title":"茅台其实就是“富人指数”","url":"https://stock-news.laohu8.com/highlight/detail?id=1141201241","media":"快刀财经","summary":"在纪委连年敲打之下,为什么茅台的售价还会越来越高?到底谁在买茅台、喝茅台?2016年,中纪委跟中央电视台合拍了一部纪录片《永远在路上》。在这8集的片子里,贯穿始终的除了悔过的落马官员,还有频频上镜的茅","content":"<blockquote>在纪委连年敲打之下,为什么茅台的售价还会越来越高?到底谁在买茅台、喝茅台?</blockquote><p>2016年,中纪委跟中央电视台合拍了一部纪录片《永远在路上》。在这8集的片子里,贯穿始终的除了悔过的落马官员,还有频频上镜的茅台。</p><p>其中最精彩的情节在第三集:天津市医药集团原党委书记张建津把茅台倒在矿泉水瓶里喝;南京市委原书记杨卫泽在家一滴酒都不喝,在饭局“就喜欢吃年份茅台”;<a href=\"https://laohu8.com/S/SNP\">中石化</a>原总经理王天普在机关饭堂吃一顿饭喝掉8瓶茅台。真是写段子都不敢这样写。</p><p><img src=\"https://static.tigerbbs.com/7d1c8ad9becf68f525fc171e85a158d4\" tg-width=\"748\" tg-height=\"423\"></p><p>片子还请到了当时茅台集团的董事长袁仁国。袁仁国说,八项规定是好事,茅台的公务消费已经大幅缩减,变成了大众消费品。央视的旁白也说,市民想买茅台也不用再排长队了。</p><p>但就在不到三年后,茅台的价格就不断突破新高,买茅台又开始要排长队,出厂价1499的飞天一瓶难求。袁仁国自己也因为“将茅台酒经营权作为拉拢关系、利益交换的工具,大搞权权、权钱、权色、钱色交易”而被贵州纪委双开。</p><p>笼罩在茅台头上的风暴还在继续。今年7月15日,人民日报发文《变味的茅台,谁在买单?》指出,酒是用来喝的,不是用来炒的,更不是用来腐的。9月22日,中纪委在网站突然发布《警惕高端白酒涨价引发不正之风回潮》,直指茅台、<a href=\"https://laohu8.com/S/000858\">五粮液</a>等白酒价格持续走高,舆论担忧会超越正常人情往来和宴请需求,助推公款吃喝、违规收送节礼等不正之风回潮。</p><p>在纪委连年敲打之下,为什么茅台的售价还会越来越高?到底谁在买茅台、喝茅台?</p><p><b>01、中国富人指数</b></p><p>这些年市场上总是流传一个观点:80后不再有那么强的“酒桌文化”,白酒不像以往那么受欢迎,喝茅台的人会越来越少。</p><p>这句话不全对。真相是,没钱的80后确实不喝茅台,但有钱的80后还是喝茅台。</p><p>在中纪委纪录片播出的2016年,中国白酒的产量和销量都达到了一个历史高峰。这一年,全国白酒产量接近1400万吨,销量1300万吨。但自此之后,白酒产销量开始快速下滑,2017-2019年连续三年负增长,今年受疫情影响,估计还得下滑。</p><p>但也是在白酒行业进入缩量阶段的这段时间里,茅台的一批价从800块左右,一路飙升到近2500元;股票市值从2000亿上涨到2万亿。</p><p><img src=\"https://static.tigerbbs.com/b8effa935e84431cbdc64957dffffefe\" tg-width=\"670\" tg-height=\"548\"></p><p>在酒价、股价一路飞涨的过程背后,茅台的消费群体悄然发生了变化。在八项规定出台前,政务、商务消费占了茅台近80%的销量;在八项规定后,个人消费完全接过了政务消费的销量,占了半壁江山,茅台确确实实成了大众消费品。</p><p><img src=\"https://static.tigerbbs.com/3982875acc25209a5a7f68336b43071f\" tg-width=\"547\" tg-height=\"382\"></p><p>但在一个6亿人月收入低于1000块钱的国度,两三千块钱一瓶酒注定是极少数人才能喝得起的。这门高价酒的生意能不能做下去,取决于中国富人的数量和他们手上的钱是不是越来越多。</p><p>作为中国做得最好的零售银行,<a href=\"https://laohu8.com/S/600036\">招商银行</a>每年的财报都反映着中国社会财富分化的情况。在<a href=\"https://laohu8.com/S/03968\">招商银行</a>的体系里,存款超过50万就能成为金葵花用户。从2012年底八项规定出台、茅台转型个人消费后不断涨价开始,金葵花客户数量从106万翻倍到2018年的236万,资产量从2万亿增加到5.5万亿。</p><p>更关键的是,这236万位客户在招行所有客户里的比例大约是2%,但他们的存款占了所有客户的80%,而在10年前,这个比例只有60%。简单说就是,有钱人变得越来越有钱。</p><p>这就是茅台价格不断上涨的第一大原因:它是由买得起它的人来定价的。</p><p>茅台、学区房、奢侈品,这些东西之所以越来越贵,根本原因在于,它们的价格不是由吃瓜群众来决定的,而是由最有钱的土豪来决定的,只要有钱人变得越来越有钱,它们的价格就永远涨。</p><p>从这个角度来说,<b>茅台其实就是“中国富人指数”</b>。驱动茅台股价、酒价上涨的核心因素就是富人变得更富有。</p><p>更有意思的是,在白酒产销量下滑期,除了茅台无限风光,行业里还发生了两件没那么起眼的事:</p><p>1)中端酒代表<a href=\"https://laohu8.com/S/600779\">水井坊</a>的中端产品“天号陈”“系列酒”销量全面沦陷;</p><p>2)顺鑫的低价二锅头品牌牛栏山,年销量从2016的50亿元,花了3年就飙过了100亿。</p><p>不断涨价还一瓶难求的茅台,中端产品销量一蹶不振的<a href=\"https://laohu8.com/S/600779\">水井坊</a>,低价二锅头快速放量的牛栏山,就此构成了白酒行业和社会财富分化的最佳隐喻。</p><p>只不过,问题又来了:富裕阶层对茅台的需求长盛不衰,那茅台又是怎么做到可以长年酿造出品质稳定的酒来的?</p><p><b>02、地方财政金库</b></p><p>20多年前,袁仁国跟海尔总裁张瑞敏曾经在一个企业家论坛上有过一次对话[1]:</p><p>张瑞敏问袁仁国:你们茅台酒多久出一瓶?</p><p>袁仁国说:5年。</p><p>张瑞敏得瑟了一下,说:我们海尔的产品5分钟就出一台。</p><p>在公众场合受到这刺激的袁仁国,没有像董明珠那样开口就赌十个亿,而是埋头带着茅台开始了工艺大改造。</p><p>二十年前,白酒喝起来虽然很香,但也很容易有“上头”的感觉。根本原因就是里边的杂醇、醛类含量远比红酒、啤酒多,多喝一点就会损伤神经系统。而茅台、<a href=\"https://laohu8.com/S/000858\">五粮液</a>这些高端白酒相对不上头,主要就是因为陈放时间长,醛类挥发多了,就跟装修之后开窗挥发甲醛一个道理。</p><p>而这种不上头,在被研究清楚原因之前,还曾经让茅台获得了“养生”的美名。</p><p>2002年,茅台集团的掌舵人季克良曾经抛出“茅台护肝论”,说贵阳医学院和北京、上海的7家科研机构进行了一项科学研究,发现茅台酒能够保肝,这项重大发现获得了中国工程院院士、复旦大学教授等多位国内权威肝脏专家的认可。</p><p>只不过这个重大发现并没有正经论文佐证,只有在茅台官网和《世界华人消费杂志》上一篇由贵州医科大学附属医院副院长程明亮写的《茅台酒与肝病关系的流行病学调查及病理组织学研究》上可以看到。</p><p>茅台不仅护肝,还可以当伟哥用。著名茅粉但斌就说过:喝了茅台可以一晚八次,自己老婆可以作证。</p><p>这些奇谈怪论,在近年逐步消失了。因为,所有正规生产的白酒都不会上头了。</p><p>化学工程师们发现,白酒的香味是由醇、脂、醛酮和芳香族化合物造成的,而“上头”是由杂醇、醛类造成的。在发现这个秘密之后,想要什么香味就往里边添加多少化学物质就行,甚至还可以催化微生物转化速度,把放了三五年的基酒造出三五十年的风味。</p><p>这个发现和随之而来的全新勾兑技术,意义极其重大。一方面,白酒不上头,消费者可以放心喝更多了;另一方面,白酒终于从酿造变成了工业生产,不仅可以大规模制造,而且还可以调出各种香味和口感。</p><p>自此之后,可以工业化生产的茅台,不只能让人一晚八次,还变成了贵州省财政最稳定的现金牛,而且财政越紧张,茅台就越重要。</p><p>2019年的圣诞节,茅台集团发了一个公告,把手上4%的股权无偿转让给贵州省国有资本运营公司。这4%的股权,当时大约值600亿元。</p><p>这个贵州省国有资本运营公司,是贵州省财政厅下属的贵州金控旗下的全资子公司,主要为财政系统下的重大项目提供融资、担保等。例如欠债400亿却修了“天下第一水司楼”的独山县,贵州金控就曾经给它提供过担保。</p><p>独山县的债务问题,只是贵州政府债务问题的冰山一角。2018年,贵州的政府性债务余额8834亿,财政和城投的负债合计大约1.5万亿,而公共财政收入不到1800亿,且增速不断放缓。此消彼长,如果按负债率算,贵州已经是全国第一。</p><p>茅台的收入利润和股票市值对贵州财税的重要性不言而喻。</p><p>这种现金牛企业支撑一省财政的例子,其实也不鲜见。2016年的时候,云南省债务紧急,云南国资委就把手上部分<a href=\"https://laohu8.com/S/000538\">云南白药</a>的股份卖给了<a href=\"https://laohu8.com/S/002264\">新华都</a>、江苏鱼跃;今年5月,又把25.14%的股权无偿划转给云南省国有股权运营管理有限公司。</p><p>从全国一盘棋的意义上来说,贵州的茅台,云南的烟草、白药,西藏的虫草,内蒙古的伊利,海南的免税店等等,其实都是一种财政转移支付,买它们的产品、股票,相当于为当地政府做了财政补贴。</p><p>前有富人们嗷嗷待喝、黄牛摩拳擦掌,后有省里财政着急,茅台涨价其实只是一个吃相问题。</p><p><b>03、茅台还会涨价</b></p><p>李保芳在2018年就任茅台一把手之后,逢年过节都爱说狠话。</p><p>2019年中秋节前,茅台召开市场工作会,李保芳立下了四大军规:</p><p>1)在中秋、国庆节前后,增加7400吨投放量;</p><p>2)53°飞天就卖1499,谁都不能动;</p><p>3)减少批发;</p><p>4)增加在电商新渠道的投放。</p><p>很明显,价格还是管不住。到了年底的经销商联谊会上,李保芳的发言从一个故事开始。</p><p>他说,茅台在贵阳龙洞堡机场有个专柜,每年投放70吨,定价就是1499。每次他去视察,都被通风报信,前台摆的真卖1499。但在他上飞机后,变成了2499。讲到这里,他开始拍桌子:以后经销商80%的必须放在前台卖给消费者,不能卖给黄牛。</p><p>说到最后,图穷匕见:卖不好就不要卖了,我自己卖![2]</p><p>李保芳说这话可不是空穴来风。这一年,茅台集团成立了一家销售公司,级别平行于上市的茅台酒业。与此同时,茅台不断在砍掉不规范的经销商,回收了6000吨茅台配额。</p><p>在前不久茅台发布的2020半年报中显示,茅台今年上半年在直销渠道的收入51.53亿元,同比增长221.63%,直营占比达到11.72%,同比提升7.67%。但互联网已经教育了大家,砍掉中间商,往往并不会造成商品降价。</p><p>在这次中纪委发文警惕茅台涨价之前,<a href=\"https://laohu8.com/S/601377\">兴业证券</a>发了一份研报,标题非常直白,就叫做《为什么加大直营没能让茅台批价降温》。</p><p>在这份研报里,分析师针对今年茅台加强直销后反而价格上涨更剧烈的现象,给出了三个原因。</p><p>第一,今年流动性变得宽松,市场上的钱很多,但经济状况却不容乐观,找不到好资产可以投资。这时候,能喝、也能收藏、而且业绩稳定增长的茅台就是难得的好资产,因此批价、股价一起加速上涨。</p><p>第二,直营多了,经销商供货量少了,但经销商的客户群更大也更稳定,反而加剧了供需矛盾。</p><p>第三,出厂价和终端零售价的高额价差滋生大量向个人客户收酒的黄牛,而这个黄牛市场比经销商难管得多。</p><p>也就是说,在茅台这个独立于上市公司和经销商体系以外的销售公司完成渠道覆盖之前,它拿的酒越多,留给成型经销体系的酒越少,就越会推高终端价格。而且,上市公司可以不涨价,但销售公司并没有不能涨价的压力。这个放在民企可能叫“掏空上市公司”,但在撑起贵州的茅台身上,就是“全省一盘棋”。</p><p>至于茅台售价跟股价的关系,<a href=\"https://laohu8.com/S/600918\">中泰证券</a>在2018年初名为《寻价格涨跌之因、需求之形:论茅台的成长》的深度研报里已经揭示了——</p><p><img src=\"https://static.tigerbbs.com/48493404b40739c15b1a54071c4d000c\" tg-width=\"660\" tg-height=\"502\"></p><p>茅台酒价跟股价的相关系数高达0.81,茅台的批价、终端价就是最好的股价先行指标。</p>","source":"lsy1573183346068","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>茅台其实就是“富人指数”</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{ 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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茅台其实就是“富人指数”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-07 07:34 北京时间 <a href=https://mp.weixin.qq.com/s/0qF8OGHicfSwWtmCbCoAlA><strong>快刀财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在纪委连年敲打之下,为什么茅台的售价还会越来越高?到底谁在买茅台、喝茅台?2016年,中纪委跟中央电视台合拍了一部纪录片《永远在路上》。在这8集的片子里,贯穿始终的除了悔过的落马官员,还有频频上镜的茅台。其中最精彩的情节在第三集:天津市医药集团原党委书记张建津把茅台倒在矿泉水瓶里喝;南京市委原书记杨卫泽在家一滴酒都不喝,在饭局“就喜欢吃年份茅台”;中石化原总经理王天普在机关饭堂吃一顿饭喝掉8瓶茅台...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/0qF8OGHicfSwWtmCbCoAlA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fa56c54037b4d54c3f56d7d50a0f4a8e","relate_stocks":{"600519":"贵州茅台"},"source_url":"https://mp.weixin.qq.com/s/0qF8OGHicfSwWtmCbCoAlA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141201241","content_text":"在纪委连年敲打之下,为什么茅台的售价还会越来越高?到底谁在买茅台、喝茅台?2016年,中纪委跟中央电视台合拍了一部纪录片《永远在路上》。在这8集的片子里,贯穿始终的除了悔过的落马官员,还有频频上镜的茅台。其中最精彩的情节在第三集:天津市医药集团原党委书记张建津把茅台倒在矿泉水瓶里喝;南京市委原书记杨卫泽在家一滴酒都不喝,在饭局“就喜欢吃年份茅台”;中石化原总经理王天普在机关饭堂吃一顿饭喝掉8瓶茅台。真是写段子都不敢这样写。片子还请到了当时茅台集团的董事长袁仁国。袁仁国说,八项规定是好事,茅台的公务消费已经大幅缩减,变成了大众消费品。央视的旁白也说,市民想买茅台也不用再排长队了。但就在不到三年后,茅台的价格就不断突破新高,买茅台又开始要排长队,出厂价1499的飞天一瓶难求。袁仁国自己也因为“将茅台酒经营权作为拉拢关系、利益交换的工具,大搞权权、权钱、权色、钱色交易”而被贵州纪委双开。笼罩在茅台头上的风暴还在继续。今年7月15日,人民日报发文《变味的茅台,谁在买单?》指出,酒是用来喝的,不是用来炒的,更不是用来腐的。9月22日,中纪委在网站突然发布《警惕高端白酒涨价引发不正之风回潮》,直指茅台、五粮液等白酒价格持续走高,舆论担忧会超越正常人情往来和宴请需求,助推公款吃喝、违规收送节礼等不正之风回潮。在纪委连年敲打之下,为什么茅台的售价还会越来越高?到底谁在买茅台、喝茅台?01、中国富人指数这些年市场上总是流传一个观点:80后不再有那么强的“酒桌文化”,白酒不像以往那么受欢迎,喝茅台的人会越来越少。这句话不全对。真相是,没钱的80后确实不喝茅台,但有钱的80后还是喝茅台。在中纪委纪录片播出的2016年,中国白酒的产量和销量都达到了一个历史高峰。这一年,全国白酒产量接近1400万吨,销量1300万吨。但自此之后,白酒产销量开始快速下滑,2017-2019年连续三年负增长,今年受疫情影响,估计还得下滑。但也是在白酒行业进入缩量阶段的这段时间里,茅台的一批价从800块左右,一路飙升到近2500元;股票市值从2000亿上涨到2万亿。在酒价、股价一路飞涨的过程背后,茅台的消费群体悄然发生了变化。在八项规定出台前,政务、商务消费占了茅台近80%的销量;在八项规定后,个人消费完全接过了政务消费的销量,占了半壁江山,茅台确确实实成了大众消费品。但在一个6亿人月收入低于1000块钱的国度,两三千块钱一瓶酒注定是极少数人才能喝得起的。这门高价酒的生意能不能做下去,取决于中国富人的数量和他们手上的钱是不是越来越多。作为中国做得最好的零售银行,招商银行每年的财报都反映着中国社会财富分化的情况。在招商银行的体系里,存款超过50万就能成为金葵花用户。从2012年底八项规定出台、茅台转型个人消费后不断涨价开始,金葵花客户数量从106万翻倍到2018年的236万,资产量从2万亿增加到5.5万亿。更关键的是,这236万位客户在招行所有客户里的比例大约是2%,但他们的存款占了所有客户的80%,而在10年前,这个比例只有60%。简单说就是,有钱人变得越来越有钱。这就是茅台价格不断上涨的第一大原因:它是由买得起它的人来定价的。茅台、学区房、奢侈品,这些东西之所以越来越贵,根本原因在于,它们的价格不是由吃瓜群众来决定的,而是由最有钱的土豪来决定的,只要有钱人变得越来越有钱,它们的价格就永远涨。从这个角度来说,茅台其实就是“中国富人指数”。驱动茅台股价、酒价上涨的核心因素就是富人变得更富有。更有意思的是,在白酒产销量下滑期,除了茅台无限风光,行业里还发生了两件没那么起眼的事:1)中端酒代表水井坊的中端产品“天号陈”“系列酒”销量全面沦陷;2)顺鑫的低价二锅头品牌牛栏山,年销量从2016的50亿元,花了3年就飙过了100亿。不断涨价还一瓶难求的茅台,中端产品销量一蹶不振的水井坊,低价二锅头快速放量的牛栏山,就此构成了白酒行业和社会财富分化的最佳隐喻。只不过,问题又来了:富裕阶层对茅台的需求长盛不衰,那茅台又是怎么做到可以长年酿造出品质稳定的酒来的?02、地方财政金库20多年前,袁仁国跟海尔总裁张瑞敏曾经在一个企业家论坛上有过一次对话[1]:张瑞敏问袁仁国:你们茅台酒多久出一瓶?袁仁国说:5年。张瑞敏得瑟了一下,说:我们海尔的产品5分钟就出一台。在公众场合受到这刺激的袁仁国,没有像董明珠那样开口就赌十个亿,而是埋头带着茅台开始了工艺大改造。二十年前,白酒喝起来虽然很香,但也很容易有“上头”的感觉。根本原因就是里边的杂醇、醛类含量远比红酒、啤酒多,多喝一点就会损伤神经系统。而茅台、五粮液这些高端白酒相对不上头,主要就是因为陈放时间长,醛类挥发多了,就跟装修之后开窗挥发甲醛一个道理。而这种不上头,在被研究清楚原因之前,还曾经让茅台获得了“养生”的美名。2002年,茅台集团的掌舵人季克良曾经抛出“茅台护肝论”,说贵阳医学院和北京、上海的7家科研机构进行了一项科学研究,发现茅台酒能够保肝,这项重大发现获得了中国工程院院士、复旦大学教授等多位国内权威肝脏专家的认可。只不过这个重大发现并没有正经论文佐证,只有在茅台官网和《世界华人消费杂志》上一篇由贵州医科大学附属医院副院长程明亮写的《茅台酒与肝病关系的流行病学调查及病理组织学研究》上可以看到。茅台不仅护肝,还可以当伟哥用。著名茅粉但斌就说过:喝了茅台可以一晚八次,自己老婆可以作证。这些奇谈怪论,在近年逐步消失了。因为,所有正规生产的白酒都不会上头了。化学工程师们发现,白酒的香味是由醇、脂、醛酮和芳香族化合物造成的,而“上头”是由杂醇、醛类造成的。在发现这个秘密之后,想要什么香味就往里边添加多少化学物质就行,甚至还可以催化微生物转化速度,把放了三五年的基酒造出三五十年的风味。这个发现和随之而来的全新勾兑技术,意义极其重大。一方面,白酒不上头,消费者可以放心喝更多了;另一方面,白酒终于从酿造变成了工业生产,不仅可以大规模制造,而且还可以调出各种香味和口感。自此之后,可以工业化生产的茅台,不只能让人一晚八次,还变成了贵州省财政最稳定的现金牛,而且财政越紧张,茅台就越重要。2019年的圣诞节,茅台集团发了一个公告,把手上4%的股权无偿转让给贵州省国有资本运营公司。这4%的股权,当时大约值600亿元。这个贵州省国有资本运营公司,是贵州省财政厅下属的贵州金控旗下的全资子公司,主要为财政系统下的重大项目提供融资、担保等。例如欠债400亿却修了“天下第一水司楼”的独山县,贵州金控就曾经给它提供过担保。独山县的债务问题,只是贵州政府债务问题的冰山一角。2018年,贵州的政府性债务余额8834亿,财政和城投的负债合计大约1.5万亿,而公共财政收入不到1800亿,且增速不断放缓。此消彼长,如果按负债率算,贵州已经是全国第一。茅台的收入利润和股票市值对贵州财税的重要性不言而喻。这种现金牛企业支撑一省财政的例子,其实也不鲜见。2016年的时候,云南省债务紧急,云南国资委就把手上部分云南白药的股份卖给了新华都、江苏鱼跃;今年5月,又把25.14%的股权无偿划转给云南省国有股权运营管理有限公司。从全国一盘棋的意义上来说,贵州的茅台,云南的烟草、白药,西藏的虫草,内蒙古的伊利,海南的免税店等等,其实都是一种财政转移支付,买它们的产品、股票,相当于为当地政府做了财政补贴。前有富人们嗷嗷待喝、黄牛摩拳擦掌,后有省里财政着急,茅台涨价其实只是一个吃相问题。03、茅台还会涨价李保芳在2018年就任茅台一把手之后,逢年过节都爱说狠话。2019年中秋节前,茅台召开市场工作会,李保芳立下了四大军规:1)在中秋、国庆节前后,增加7400吨投放量;2)53°飞天就卖1499,谁都不能动;3)减少批发;4)增加在电商新渠道的投放。很明显,价格还是管不住。到了年底的经销商联谊会上,李保芳的发言从一个故事开始。他说,茅台在贵阳龙洞堡机场有个专柜,每年投放70吨,定价就是1499。每次他去视察,都被通风报信,前台摆的真卖1499。但在他上飞机后,变成了2499。讲到这里,他开始拍桌子:以后经销商80%的必须放在前台卖给消费者,不能卖给黄牛。说到最后,图穷匕见:卖不好就不要卖了,我自己卖![2]李保芳说这话可不是空穴来风。这一年,茅台集团成立了一家销售公司,级别平行于上市的茅台酒业。与此同时,茅台不断在砍掉不规范的经销商,回收了6000吨茅台配额。在前不久茅台发布的2020半年报中显示,茅台今年上半年在直销渠道的收入51.53亿元,同比增长221.63%,直营占比达到11.72%,同比提升7.67%。但互联网已经教育了大家,砍掉中间商,往往并不会造成商品降价。在这次中纪委发文警惕茅台涨价之前,兴业证券发了一份研报,标题非常直白,就叫做《为什么加大直营没能让茅台批价降温》。在这份研报里,分析师针对今年茅台加强直销后反而价格上涨更剧烈的现象,给出了三个原因。第一,今年流动性变得宽松,市场上的钱很多,但经济状况却不容乐观,找不到好资产可以投资。这时候,能喝、也能收藏、而且业绩稳定增长的茅台就是难得的好资产,因此批价、股价一起加速上涨。第二,直营多了,经销商供货量少了,但经销商的客户群更大也更稳定,反而加剧了供需矛盾。第三,出厂价和终端零售价的高额价差滋生大量向个人客户收酒的黄牛,而这个黄牛市场比经销商难管得多。也就是说,在茅台这个独立于上市公司和经销商体系以外的销售公司完成渠道覆盖之前,它拿的酒越多,留给成型经销体系的酒越少,就越会推高终端价格。而且,上市公司可以不涨价,但销售公司并没有不能涨价的压力。这个放在民企可能叫“掏空上市公司”,但在撑起贵州的茅台身上,就是“全省一盘棋”。至于茅台售价跟股价的关系,中泰证券在2018年初名为《寻价格涨跌之因、需求之形:论茅台的成长》的深度研报里已经揭示了——茅台酒价跟股价的相关系数高达0.81,茅台的批价、终端价就是最好的股价先行指标。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975957177,"gmtCreate":1600429774399,"gmtModify":1703821602491,"author":{"id":"3520840471871382","authorId":"3520840471871382","name":"alex_t","avatar":"https://static.tigerbbs.com/967e613351d3b7ddb151f21a4d4b28f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520840471871382","authorIdStr":"3520840471871382"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","l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ETF概览什么是ETF主动型ETF与被动型ETF美港股市场上的ETF02 ETF的分类万物皆可ETF大类资产ETF行业与主题ETF杠杆与反向ETF03 投资海外ETF的优势海外ETF与国内投资海外的QDII ETF比较覆盖更多的投资机会持仓透明、管理费低、交易便捷04 投资ETF需要注意的事情ETF的折溢价ETF的损耗05 以生物科技行业为例挑选ETF梳理生物科技类ETF筛选时要分析的关键阅读ETF产品说明书(注:文中提到的标的都以举例为目的,不作为投资建议)01 ETF概览一、什么是ETFETF全称为交易所交易型基金(Exchange Traded Funds),顾名思义,就是可以在场内像股票一样交易的基金。比如在老虎证券APP中,我们可以对跟踪纳斯达克100指数的ETF (代码:QQQ) 在盘前、盘中、盘后下单。ETF也是一种开放式的公募基金,管理者根据策略或根据跟踪的指数,打包一篮子证券供投资者交易。ETF会有一定的年化管理费,但这个管理费不会直接向投资者收取,而是在基金净值(NAV)上体现。投资者除了可以在二级市场上像股票一样按市场价格买卖ETF,还可以在场外一级市场申购赎回。以股票ETF为例,用一篮子成分股换取ETF份额,就是申购,或用ETF份额换取一篮子成分股。比如你要买QQQ,既可以在二级市场上买,还可以买100","listText":"文章转自公众号:新全球资产配置ETF是可以在交易所里像股票一样交易的基金,它既是一种简单易上手的投资标的,也是一种常用的投资工具,全球各大类资产、行业、主题都可以通过ETF进行投资。今天我们就从ETF基础知识出发,给大家介绍怎么通过ETF投资各大类资产、行业和主题,以及怎么用国内没有的杠杆和反向ETF来进行短期投机,此外我们还会讲到投资海外ETF的优势和需要注意的事项。最后我们会以生物科技行业为例,简要教大家怎么一步步挑选你想投资的领域的ETF。01 ETF概览什么是ETF主动型ETF与被动型ETF美港股市场上的ETF02 ETF的分类万物皆可ETF大类资产ETF行业与主题ETF杠杆与反向ETF03 投资海外ETF的优势海外ETF与国内投资海外的QDII ETF比较覆盖更多的投资机会持仓透明、管理费低、交易便捷04 投资ETF需要注意的事情ETF的折溢价ETF的损耗05 以生物科技行业为例挑选ETF梳理生物科技类ETF筛选时要分析的关键阅读ETF产品说明书(注:文中提到的标的都以举例为目的,不作为投资建议)01 ETF概览一、什么是ETFETF全称为交易所交易型基金(Exchange Traded Funds),顾名思义,就是可以在场内像股票一样交易的基金。比如在老虎证券APP中,我们可以对跟踪纳斯达克100指数的ETF (代码:QQQ) 在盘前、盘中、盘后下单。ETF也是一种开放式的公募基金,管理者根据策略或根据跟踪的指数,打包一篮子证券供投资者交易。ETF会有一定的年化管理费,但这个管理费不会直接向投资者收取,而是在基金净值(NAV)上体现。投资者除了可以在二级市场上像股票一样按市场价格买卖ETF,还可以在场外一级市场申购赎回。以股票ETF为例,用一篮子成分股换取ETF份额,就是申购,或用ETF份额换取一篮子成分股。比如你要买QQQ,既可以在二级市场上买,还可以买100","text":"文章转自公众号:新全球资产配置ETF是可以在交易所里像股票一样交易的基金,它既是一种简单易上手的投资标的,也是一种常用的投资工具,全球各大类资产、行业、主题都可以通过ETF进行投资。今天我们就从ETF基础知识出发,给大家介绍怎么通过ETF投资各大类资产、行业和主题,以及怎么用国内没有的杠杆和反向ETF来进行短期投机,此外我们还会讲到投资海外ETF的优势和需要注意的事项。最后我们会以生物科技行业为例,简要教大家怎么一步步挑选你想投资的领域的ETF。01 ETF概览什么是ETF主动型ETF与被动型ETF美港股市场上的ETF02 ETF的分类万物皆可ETF大类资产ETF行业与主题ETF杠杆与反向ETF03 投资海外ETF的优势海外ETF与国内投资海外的QDII ETF比较覆盖更多的投资机会持仓透明、管理费低、交易便捷04 投资ETF需要注意的事情ETF的折溢价ETF的损耗05 以生物科技行业为例挑选ETF梳理生物科技类ETF筛选时要分析的关键阅读ETF产品说明书(注:文中提到的标的都以举例为目的,不作为投资建议)01 ETF概览一、什么是ETFETF全称为交易所交易型基金(Exchange Traded Funds),顾名思义,就是可以在场内像股票一样交易的基金。比如在老虎证券APP中,我们可以对跟踪纳斯达克100指数的ETF (代码:QQQ) 在盘前、盘中、盘后下单。ETF也是一种开放式的公募基金,管理者根据策略或根据跟踪的指数,打包一篮子证券供投资者交易。ETF会有一定的年化管理费,但这个管理费不会直接向投资者收取,而是在基金净值(NAV)上体现。投资者除了可以在二级市场上像股票一样按市场价格买卖ETF,还可以在场外一级市场申购赎回。以股票ETF为例,用一篮子成分股换取ETF份额,就是申购,或用ETF份额换取一篮子成分股。比如你要买QQQ,既可以在二级市场上买,还可以买100","images":[{"img":"https://static.tigerbbs.com/7d801618f6a1f540d3a2dde3f2af47e8","width":"720","height":"315"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975967557","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":18,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":991601814,"gmtCreate":1564701628838,"gmtModify":1704707664742,"author":{"id":"3520840471871382","authorId":"3520840471871382","name":"alex_t","avatar":"https://static.tigerbbs.com/967e613351d3b7ddb151f21a4d4b28f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520840471871382","authorIdStr":"3520840471871382"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 马后炮一下,昨晚开盘后市场动力强劲,完全无视了鲍威尔的牢骚,这就是自然的市场状态,如果市场低迷,特倒还不一定敢立马发推,现在市场的内在力量强的发烫,要靠不停的泼冷水才能压住,在未来中长期,指数会震荡上行,时不时的压制,然后会在最需要涨的时候大涨","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 马后炮一下,昨晚开盘后市场动力强劲,完全无视了鲍威尔的牢骚,这就是自然的市场状态,如果市场低迷,特倒还不一定敢立马发推,现在市场的内在力量强的发烫,要靠不停的泼冷水才能压住,在未来中长期,指数会震荡上行,时不时的压制,然后会在最需要涨的时候大涨","text":"$纳斯达克(.IXIC)$ 马后炮一下,昨晚开盘后市场动力强劲,完全无视了鲍威尔的牢骚,这就是自然的市场状态,如果市场低迷,特倒还不一定敢立马发推,现在市场的内在力量强的发烫,要靠不停的泼冷水才能压住,在未来中长期,指数会震荡上行,时不时的压制,然后会在最需要涨的时候大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/991601814","isVote":1,"tweetType":1,"viewCount":5158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":991877470,"gmtCreate":1564697507890,"gmtModify":1704707660606,"author":{"id":"3520840471871382","authorId":"3520840471871382","name":"alex_t","avatar":"https://static.tigerbbs.com/967e613351d3b7ddb151f21a4d4b28f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520840471871382","authorIdStr":"3520840471871382"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 你们非要喜欢做空,我建议玩做空中国etf <a href=\"https://laohu8.com/S/YANG\">$三倍做空FTSE中国ETF-Direxion(YANG)$</a> ","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 你们非要喜欢做空,我建议玩做空中国etf <a href=\"https://laohu8.com/S/YANG\">$三倍做空FTSE中国ETF-Direxion(YANG)$</a> ","text":"$纳斯达克(.IXIC)$ 你们非要喜欢做空,我建议玩做空中国etf $三倍做空FTSE中国ETF-Direxion(YANG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/991877470","isVote":1,"tweetType":1,"viewCount":3577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":991876475,"gmtCreate":1564690944997,"gmtModify":1704707655944,"author":{"id":"3520840471871382","authorId":"3520840471871382","name":"alex_t","avatar":"https://static.tigerbbs.com/967e613351d3b7ddb151f21a4d4b28f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520840471871382","authorIdStr":"3520840471871382"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 接下来行情怎么走,我认为有个周线级别的调整,但还是会回来,黄金会上涨,冲1500,对于做空的,要小心某天半夜鲍威尔发推表示考虑再降息25个基点哈","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 接下来行情怎么走,我认为有个周线级别的调整,但还是会回来,黄金会上涨,冲1500,对于做空的,要小心某天半夜鲍威尔发推表示考虑再降息25个基点哈","text":"$纳斯达克(.IXIC)$ 接下来行情怎么走,我认为有个周线级别的调整,但还是会回来,黄金会上涨,冲1500,对于做空的,要小心某天半夜鲍威尔发推表示考虑再降息25个基点哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/991876475","isVote":1,"tweetType":1,"viewCount":3136,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501550534906274","authorId":"3501550534906274","name":"明月清风不要钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3501550534906274","authorIdStr":"3501550534906274"},"content":"已经拉不回啦…准备反手做空吧,中国肯定下周反制","text":"已经拉不回啦…准备反手做空吧,中国肯定下周反制","html":"已经拉不回啦…准备反手做空吧,中国肯定下周反制"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":991879116,"gmtCreate":1564687153635,"gmtModify":1704707651144,"author":{"id":"3520840471871382","authorId":"3520840471871382","name":"alex_t","avatar":"https://static.tigerbbs.com/967e613351d3b7ddb151f21a4d4b28f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520840471871382","authorIdStr":"3520840471871382"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 在矮股,要玩期指门槛不低,还要通过考试的,就是怕韭菜死的太快,这是保护菜苗,而在美股却阿猫阿狗都能玩,因为这是个国际化的市场,你来玩大家都默认你是成年人,所以这真的不适合温室里培养长大的韭菜","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 在矮股,要玩期指门槛不低,还要通过考试的,就是怕韭菜死的太快,这是保护菜苗,而在美股却阿猫阿狗都能玩,因为这是个国际化的市场,你来玩大家都默认你是成年人,所以这真的不适合温室里培养长大的韭菜","text":"$纳斯达克(.IXIC)$ 在矮股,要玩期指门槛不低,还要通过考试的,就是怕韭菜死的太快,这是保护菜苗,而在美股却阿猫阿狗都能玩,因为这是个国际化的市场,你来玩大家都默认你是成年人,所以这真的不适合温室里培养长大的韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/991879116","isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":991870480,"gmtCreate":1564686358540,"gmtModify":1704707650285,"author":{"id":"3520840471871382","authorId":"3520840471871382","name":"alex_t","avatar":"https://static.tigerbbs.com/967e613351d3b7ddb151f21a4d4b28f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520840471871382","authorIdStr":"3520840471871382"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 我就劝各位,无论看多看空都不要碰期货,否则会比炒矮股死的还惨,玩期货就像预测天气,你不可能知到下一分钟是不是会下雨,但是夏天来了,天气会变热,这就很容易判断了,我话就放在这里,矮股现在是冬天,离春天还早,美股现在是夏天,离冬天还远","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 我就劝各位,无论看多看空都不要碰期货,否则会比炒矮股死的还惨,玩期货就像预测天气,你不可能知到下一分钟是不是会下雨,但是夏天来了,天气会变热,这就很容易判断了,我话就放在这里,矮股现在是冬天,离春天还早,美股现在是夏天,离冬天还远","text":"$纳斯达克(.IXIC)$ 我就劝各位,无论看多看空都不要碰期货,否则会比炒矮股死的还惨,玩期货就像预测天气,你不可能知到下一分钟是不是会下雨,但是夏天来了,天气会变热,这就很容易判断了,我话就放在这里,矮股现在是冬天,离春天还早,美股现在是夏天,离冬天还远","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/991870480","isVote":1,"tweetType":1,"viewCount":3068,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465431517609033","authorId":"3465431517609033","name":"名侦探巴菲特","avatar":"https://static.tigerbbs.com/db276ba85a4522c13024de22b29a73fe","crmLevel":4,"crmLevelSwitch":0,"idStr":"3465431517609033","authorIdStr":"3465431517609033"},"content":"喜欢bilibili对吧","text":"喜欢bilibili对吧","html":"喜欢bilibili对吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":991848149,"gmtCreate":1564683780781,"gmtModify":1704707640473,"author":{"id":"3520840471871382","authorId":"3520840471871382","name":"alex_t","avatar":"https://static.tigerbbs.com/967e613351d3b7ddb151f21a4d4b28f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520840471871382","authorIdStr":"3520840471871382"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 美股是一个壮汉,受伤了休息几天就好,而矮股是个病秧,同样一拳上去要躺上半年","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 美股是一个壮汉,受伤了休息几天就好,而矮股是个病秧,同样一拳上去要躺上半年","text":"$纳斯达克(.IXIC)$ 美股是一个壮汉,受伤了休息几天就好,而矮股是个病秧,同样一拳上去要躺上半年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/991848149","isVote":1,"tweetType":1,"viewCount":1914,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3433152923924338","authorId":"3433152923924338","name":"已逝勿念","avatar":"https://static.tigerbbs.com/e0eeef7f8793e342dd54911e1ac33b0b","crmLevel":1,"crmLevelSwitch":1,"idStr":"3433152923924338","authorIdStr":"3433152923924338"},"content":"这个观点我同意,但这次美股怕是要几周了","text":"这个观点我同意,但这次美股怕是要几周了","html":"这个观点我同意,但这次美股怕是要几周了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":991857618,"gmtCreate":1564682680234,"gmtModify":1704707633597,"author":{"id":"3520840471871382","authorId":"3520840471871382","name":"alex_t","avatar":"https://static.tigerbbs.com/967e613351d3b7ddb151f21a4d4b28f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520840471871382","authorIdStr":"3520840471871382"},"themes":[],"htmlText":"<a 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