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bourne_0941
2022-01-19
独到见解
@美股研习社:美股掘金 | 议员股神佩洛西的财富密码
bourne_0941
2021-12-04
看小孩子也3,4岁的样子,是怎么做到7,8点就睡的,这可能也是我和富豪的区别之一
@涌流商业:东南亚独角兽Grab要上市了,这是一部富二代成功史
bourne_0941
2021-09-07
$RLX科技(RLX)$
二季度净利润是8.24亿,估算下来再减去一季度的亏损是22亿,老虎证券显示的市盈率TTM是199,不是4.28左右吗?
bourne_0941
2021-06-24
讲真,作为苹果老用户,非常看好SE,继续保留物理home键,指纹识别比面容识别好多了。另外刘海屏真的好丑,体验也不好,像有些软件进入全屏,就看不全,也退出不了。
抱歉,原内容已删除
bourne_0941
2021-06-24
有多少人还记得这个人,想到年macfee也是响当当的杀毒软件
抱歉,原内容已删除
bourne_0941
2021-05-05
不过从现在苹果发布airtag还有find my看,苹果也在加强创新
抱歉,原内容已删除
bourne_0941
2021-04-25
$RLX科技(RLX)$
这里所得税是怎么算出来这么多的?
bourne_0941
2021-04-23
$RLX科技(RLX)$
线下店的模式还可以维持增长。
bourne_0941
2021-03-13
$招商银行(600036)$
2020年三月价格是33,2020预计增长8%,按这个比例价格是36,每股收益是3.79,每股未分配利润14.6,假设去年是10,这样算下来价格差不多是44,现在价格是53。
bourne_0941
2021-02-11
$二倍做多沪深300(Direxion)(CHAU)$
年前居然还能涨一波。
bourne_0941
2021-02-05
$二倍做多沪深300(Direxion)(CHAU)$
卖了
bourne_0941
2021-01-13
$二倍做多沪深300(Direxion)(CHAU)$
可以卖了吗?
bourne_0941
2021-01-05
$二倍做多沪深300(Direxion)(CHAU)$
玩这个票的多吗?
bourne_0941
2020-12-29
$沪深300做空(Direxion)(CHAD)$
这只股为什么A股跌,自己也跌呢,不是反向指标吗
bourne_0941
2020-11-05
$苹果(AAPL)$
苹果后面还有行情吗?
bourne_0941
2020-08-11
$哔哩哔哩(BILI)$
还要再等等吗?
去老虎APP查看更多动态
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那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","text":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 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Tan)39岁了,他从哈佛商学院毕业,父亲是马来西亚汽车公司老板;他有四个小孩,一家人生活在新加坡;居家办公,可以一边看孩子玩耍、一边开会;他的创业公司Grab马上就要上市了,估值近400亿美元。 11月30日,Grab就与特殊目的收购公司(SPAC)合并投票,通过后将在美国上市。Grab创立至今9年,在东南亚8个国家的400 多个城市经营出行、外卖、配送、数字金融服务。 超级应用烧钱拓市场 陈炳耀出生于马来西亚汽车世家,是当地最富有的家族之一;2000年进入芝加哥大学学习经济学和公共政策,几年后申请进入哈佛商学院,2011年获得MBA学位。他能讲英语、法语、中文和印度尼西亚语。 2012年,陈炳耀和合伙人陈慧玲(Tan hoi Ling)在家乡马来西亚推出了MyTeksi应用,Grab前身;2014年公司搬至新加坡,超级应用Grab从这里扩展到印尼、越南、泰国、菲律宾、柬埔寨、缅甸。 现在Grab是集合多重功能的平台,订外卖、叫车、买菜可以在一款应用内完成,类似于集合了美团、滴滴、京东到家、闪送功能。 Grab很能入乡随俗,比如在GrabCar之外,还有GrabBike,在印尼、泰国和越南等地有共享摩的服务。公司还通过交易收集的大量数据,提供定制金融服务;Grab 在新加坡有数字银行牌照,能够吸收存款、提供贷款和其他金融服务。东南亚城市化过程中,Grab很有优势,监管环境支持、大量没有银行账户的人们也欢迎它。 不过与中国、美国的同业企业相比,Grab的规模小得多,也还处于早期投入阶段,以大量资金换取市场。Grab打车业务不足Uber的1/10,外卖业务也不及DoorDash的1/5。 根据公司公布的文件,Grab在2020年及之前至少连续三年净亏损超过20亿美元。2020 年的净亏损为27亿美元,而净收入为11.9亿美元。截至2020","listText":"陈炳耀(Anthony Tan)39岁了,他从哈佛商学院毕业,父亲是马来西亚汽车公司老板;他有四个小孩,一家人生活在新加坡;居家办公,可以一边看孩子玩耍、一边开会;他的创业公司Grab马上就要上市了,估值近400亿美元。 11月30日,Grab就与特殊目的收购公司(SPAC)合并投票,通过后将在美国上市。Grab创立至今9年,在东南亚8个国家的400 多个城市经营出行、外卖、配送、数字金融服务。 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Ling)在家乡马来西亚推出了MyTeksi应用,Grab前身;2014年公司搬至新加坡,超级应用Grab从这里扩展到印尼、越南、泰国、菲律宾、柬埔寨、缅甸。 现在Grab是集合多重功能的平台,订外卖、叫车、买菜可以在一款应用内完成,类似于集合了美团、滴滴、京东到家、闪送功能。 Grab很能入乡随俗,比如在GrabCar之外,还有GrabBike,在印尼、泰国和越南等地有共享摩的服务。公司还通过交易收集的大量数据,提供定制金融服务;Grab 在新加坡有数字银行牌照,能够吸收存款、提供贷款和其他金融服务。东南亚城市化过程中,Grab很有优势,监管环境支持、大量没有银行账户的人们也欢迎它。 不过与中国、美国的同业企业相比,Grab的规模小得多,也还处于早期投入阶段,以大量资金换取市场。Grab打车业务不足Uber的1/10,外卖业务也不及DoorDash的1/5。 根据公司公布的文件,Grab在2020年及之前至少连续三年净亏损超过20亿美元。2020 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