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wadehot
2019-11-14
明天谁也阻止不了我买阿里的票。美元换了港币做准备、还领了50港元的券,最后把7天的免佣卡都用上了。一定要薅完最后一根羊毛。$阿里巴巴(09988)$
wadehot
2020-02-19
2020.02.19 复盘笔记 by wadehot
昨晚特斯拉股票逆势大涨 对锂电还是利好 芯片观望一下。农业昨天有资金增持 港股中粮肉食 赣锋锂业 有机会$特斯拉(TSLA)$
2020.02.19 复盘笔记 by wadehot
wadehot
2020-02-09
$心动公司(02400)$
逻辑没毛病 持续看好游戏和在线教育
wadehot
2020-03-13
$心动公司(02400)$
还是能刀口舔一下的
wadehot
2020-02-20
2020.02.20 复盘笔记 by wadehot
港股光伏产业上还有机会 保利协鑫能源和 福莱特玻璃 手机超薄玻璃也有机会 洛阳玻璃 维生素B2港股没有 在大a买兄弟科技。
2020.02.20 复盘笔记 by wadehot
wadehot
2020-02-18
$FRIENDTIMES(06820)$
今天一早进 看好网游
wadehot
2020-02-13
$小米集团-W(01810)$
开发布会涨幅也不大啊
wadehot
2020-02-13
$中芯国际(00981)$
节奏很重要
wadehot
2020-02-12
$福莱特玻璃(06865)$
再次踏中节奏
wadehot
2020-04-06
$诺诚健华-B(09969)$
卖了又买进来了。
wadehot
2020-03-27
$诺诚健华-B(09969)$
拿着吧再看看
wadehot
2020-02-14
$富力地产(02777)$
今天开盘进场
wadehot
2020-02-14
$富力地产(02777)$
$嘉里建设(00683)$
还是可以
wadehot
2020-02-19
$福莱特玻璃(06865)$
还可以
wadehot
2020-02-10
$阿里健康(00241)$
比较稳定
wadehot
2021-01-11
$中芯国际(00981)$
亏也是你 涨也是你 紧跟步伐
wadehot
2020-03-07
逻辑清晰
@w奔波儿霸:以期货的角度理解股票
wadehot
2020-02-12
流动资金差太多。
抱歉,原内容已删除
wadehot
2020-02-12
是好公司就不怕遇冷 让字节跳动这时候来港股看看
抱歉,原内容已删除
去老虎APP查看更多动态
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期货比股票多了一个时间维度。 在期货上,可以做空近期、做多远期,股票则没有这种能力,不管近中远期都反应在一个价格上。这导致股票的价格变化更复杂,近期、中期、远期信息缠绕在一起,共同影响股票价格。 做股票投资的,很多都只关注估值和大方向;做期货投资的不仅要关注方向,更要注重拐点。方向对,拐点没判断准,会被杀得很惨。 因此做期货投资的专业性更强,逻辑更清晰;股市的混子和傻子比较多,牛市里傻子更能赚钱。 期货价格分析与企业价值分析,很多是关联的。 举个例子,螺纹2005合约是3441,铁矿2005合约价格是650,根据这个差价,5月份螺纹企业是没有太多利润的。 而螺纹2009合约是3526,比5月贵85,铁矿2009合约价格是621,比5月便宜29,9月的差价显著扩大,螺纹企业就会有不错的利润。 这是期货市场的预期:近月利润差,远月利润好。 单看螺纹钢的话,目前远月价格高于近月,远月升水,表明市场处于乐观预期之中。这与过去几年不同,过去几年大多数时候是远月价格低于近月,远月贴水,表明市场处于悲观预期之中。 从这些情况都能看出来,目前期货市场对远月的螺纹和螺纹利润很有信心。 近月差,远月好,那螺纹企业的股价到底该涨还是该跌?这就有点左右为难了。 其实如果能推出个茅台期货,对于茅台股价的分析,会有很好的指导意义。毕竟期货市场的分析能力要强于股市。 类似的问题还有,病毒发生后,短期内超市、零食、方便面面条面包企业的利润受益、股价上涨,航空旅游的利润受损,股价下跌。这是近月逻辑在体现。 那什么时候或什么因素触发下,远月逻辑才会体现,航空旅游的股价涨回来? 这要再举个例子:三个男**丝同时追求一个美女。 **丝A的做法是,拿出存款或刷信用卡,为美女准备浪漫之夜,千朵玫瑰在","listText":"期货与股票的一个主要区别是,期货是有交割日期的,以月为单位,每个月的价格都是独立分项,股票则是连续交易,没有时间分项。 期货比股票多了一个时间维度。 在期货上,可以做空近期、做多远期,股票则没有这种能力,不管近中远期都反应在一个价格上。这导致股票的价格变化更复杂,近期、中期、远期信息缠绕在一起,共同影响股票价格。 做股票投资的,很多都只关注估值和大方向;做期货投资的不仅要关注方向,更要注重拐点。方向对,拐点没判断准,会被杀得很惨。 因此做期货投资的专业性更强,逻辑更清晰;股市的混子和傻子比较多,牛市里傻子更能赚钱。 期货价格分析与企业价值分析,很多是关联的。 举个例子,螺纹2005合约是3441,铁矿2005合约价格是650,根据这个差价,5月份螺纹企业是没有太多利润的。 而螺纹2009合约是3526,比5月贵85,铁矿2009合约价格是621,比5月便宜29,9月的差价显著扩大,螺纹企业就会有不错的利润。 这是期货市场的预期:近月利润差,远月利润好。 单看螺纹钢的话,目前远月价格高于近月,远月升水,表明市场处于乐观预期之中。这与过去几年不同,过去几年大多数时候是远月价格低于近月,远月贴水,表明市场处于悲观预期之中。 从这些情况都能看出来,目前期货市场对远月的螺纹和螺纹利润很有信心。 近月差,远月好,那螺纹企业的股价到底该涨还是该跌?这就有点左右为难了。 其实如果能推出个茅台期货,对于茅台股价的分析,会有很好的指导意义。毕竟期货市场的分析能力要强于股市。 类似的问题还有,病毒发生后,短期内超市、零食、方便面面条面包企业的利润受益、股价上涨,航空旅游的利润受损,股价下跌。这是近月逻辑在体现。 那什么时候或什么因素触发下,远月逻辑才会体现,航空旅游的股价涨回来? 这要再举个例子:三个男**丝同时追求一个美女。 **丝A的做法是,拿出存款或刷信用卡,为美女准备浪漫之夜,千朵玫瑰在","text":"期货与股票的一个主要区别是,期货是有交割日期的,以月为单位,每个月的价格都是独立分项,股票则是连续交易,没有时间分项。 期货比股票多了一个时间维度。 在期货上,可以做空近期、做多远期,股票则没有这种能力,不管近中远期都反应在一个价格上。这导致股票的价格变化更复杂,近期、中期、远期信息缠绕在一起,共同影响股票价格。 做股票投资的,很多都只关注估值和大方向;做期货投资的不仅要关注方向,更要注重拐点。方向对,拐点没判断准,会被杀得很惨。 因此做期货投资的专业性更强,逻辑更清晰;股市的混子和傻子比较多,牛市里傻子更能赚钱。 期货价格分析与企业价值分析,很多是关联的。 举个例子,螺纹2005合约是3441,铁矿2005合约价格是650,根据这个差价,5月份螺纹企业是没有太多利润的。 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21:14","market":"us","language":"zh","title":"蔚来回应延迟发工资:员工可以选择拿股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1171799829","media":"cnbeta","summary":"今日,蔚来$(NIO)$创始人兼CEO李斌向员工发出开工信,称今天大部分同事都开始正式恢复工作,鼓励员工从心态和行动上尽快进入工作状态。此外,有媒体报道,蔚来将延迟发放1月工资。\n\n对此,蔚来回复称,","content":"<p>今日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a><a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>创始人兼CEO李斌向员工发出开工信,称今天大部分同事都开始正式恢复工作,鼓励员工从心态和行动上尽快进入工作状态。此外,有媒体报道,蔚来将延迟发放1月工资。</p>\n<p><img src=\"https://static.tigerbbs.com/f63494fac7fc6a7441b9c8c95d548ff3\"></p>\n<p>对此,蔚来回复称,该通知为2月7号发出,因为此前蔚来发薪日是8号。延迟发放日期是因为疫情导致复工时间推迟,由此带来企业经营管理节奏变化。十三薪发放规则改变,是一个灵活的薪酬计划,员工可以在相应金额内选择拿工资或者是拿公司的股票。</p>\n<p>今年1月,蔚来品牌整体交付量达1598台,1月蔚来有效工作日日均交付数达100台,同比提升22.0%,总量同比下降11.5%。其中智能电动全能SUV ES6交付1493台,智能电动旗舰SUV ES8交付105台。自2018年6月开始交付以来,全品牌累计交付33511台。</p>\n<p>截至2020年1月31日,蔚来在全国开设83家门店,其中包括22家蔚来中心和61家蔚来空间,销售网络已经覆盖全国59座城市。</p>\n<p>此前,蔚来用户信托基金设立500万元人民币专项基金,用于抗疫行动。</p>\n<p>开工信原文如下:</p>\n<p><img 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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/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2020-02-12/doc-iimxxstf0914818.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171799829","content_text":"今日,蔚来$(NIO)$创始人兼CEO李斌向员工发出开工信,称今天大部分同事都开始正式恢复工作,鼓励员工从心态和行动上尽快进入工作状态。此外,有媒体报道,蔚来将延迟发放1月工资。\n\n对此,蔚来回复称,该通知为2月7号发出,因为此前蔚来发薪日是8号。延迟发放日期是因为疫情导致复工时间推迟,由此带来企业经营管理节奏变化。十三薪发放规则改变,是一个灵活的薪酬计划,员工可以在相应金额内选择拿工资或者是拿公司的股票。\n今年1月,蔚来品牌整体交付量达1598台,1月蔚来有效工作日日均交付数达100台,同比提升22.0%,总量同比下降11.5%。其中智能电动全能SUV ES6交付1493台,智能电动旗舰SUV 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紧跟步伐","images":[{"img":"https://static.tigerbbs.com/9bc1c95118c84e12b6c5c8b1d601e49e","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332318510","isVote":1,"tweetType":1,"viewCount":2205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":981124976,"gmtCreate":1583591835895,"gmtModify":1704350318706,"author":{"id":"3528342008331359","authorId":"3528342008331359","name":"wadehot","avatar":"https://static.tigerbbs.com/38a07918cf758492b3774ea94f6a552e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3528342008331359","authorIdStr":"3528342008331359"},"themes":[],"htmlText":"逻辑清晰","listText":"逻辑清晰","text":"逻辑清晰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/981124976","repostId":"981120823","repostType":1,"repost":{"id":981120823,"gmtCreate":1583579359693,"gmtModify":1704350306945,"author":{"id":"3518519652748814","authorId":"3518519652748814","name":"w奔波儿霸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518519652748814","authorIdStr":"3518519652748814"},"themes":[],"title":"以期货的角度理解股票","htmlText":"期货与股票的一个主要区别是,期货是有交割日期的,以月为单位,每个月的价格都是独立分项,股票则是连续交易,没有时间分项。 期货比股票多了一个时间维度。 在期货上,可以做空近期、做多远期,股票则没有这种能力,不管近中远期都反应在一个价格上。这导致股票的价格变化更复杂,近期、中期、远期信息缠绕在一起,共同影响股票价格。 做股票投资的,很多都只关注估值和大方向;做期货投资的不仅要关注方向,更要注重拐点。方向对,拐点没判断准,会被杀得很惨。 因此做期货投资的专业性更强,逻辑更清晰;股市的混子和傻子比较多,牛市里傻子更能赚钱。 期货价格分析与企业价值分析,很多是关联的。 举个例子,螺纹2005合约是3441,铁矿2005合约价格是650,根据这个差价,5月份螺纹企业是没有太多利润的。 而螺纹2009合约是3526,比5月贵85,铁矿2009合约价格是621,比5月便宜29,9月的差价显著扩大,螺纹企业就会有不错的利润。 这是期货市场的预期:近月利润差,远月利润好。 单看螺纹钢的话,目前远月价格高于近月,远月升水,表明市场处于乐观预期之中。这与过去几年不同,过去几年大多数时候是远月价格低于近月,远月贴水,表明市场处于悲观预期之中。 从这些情况都能看出来,目前期货市场对远月的螺纹和螺纹利润很有信心。 近月差,远月好,那螺纹企业的股价到底该涨还是该跌?这就有点左右为难了。 其实如果能推出个茅台期货,对于茅台股价的分析,会有很好的指导意义。毕竟期货市场的分析能力要强于股市。 类似的问题还有,病毒发生后,短期内超市、零食、方便面面条面包企业的利润受益、股价上涨,航空旅游的利润受损,股价下跌。这是近月逻辑在体现。 那什么时候或什么因素触发下,远月逻辑才会体现,航空旅游的股价涨回来? 这要再举个例子:三个男**丝同时追求一个美女。 **丝A的做法是,拿出存款或刷信用卡,为美女准备浪漫之夜,千朵玫瑰在","listText":"期货与股票的一个主要区别是,期货是有交割日期的,以月为单位,每个月的价格都是独立分项,股票则是连续交易,没有时间分项。 期货比股票多了一个时间维度。 在期货上,可以做空近期、做多远期,股票则没有这种能力,不管近中远期都反应在一个价格上。这导致股票的价格变化更复杂,近期、中期、远期信息缠绕在一起,共同影响股票价格。 做股票投资的,很多都只关注估值和大方向;做期货投资的不仅要关注方向,更要注重拐点。方向对,拐点没判断准,会被杀得很惨。 因此做期货投资的专业性更强,逻辑更清晰;股市的混子和傻子比较多,牛市里傻子更能赚钱。 期货价格分析与企业价值分析,很多是关联的。 举个例子,螺纹2005合约是3441,铁矿2005合约价格是650,根据这个差价,5月份螺纹企业是没有太多利润的。 而螺纹2009合约是3526,比5月贵85,铁矿2009合约价格是621,比5月便宜29,9月的差价显著扩大,螺纹企业就会有不错的利润。 这是期货市场的预期:近月利润差,远月利润好。 单看螺纹钢的话,目前远月价格高于近月,远月升水,表明市场处于乐观预期之中。这与过去几年不同,过去几年大多数时候是远月价格低于近月,远月贴水,表明市场处于悲观预期之中。 从这些情况都能看出来,目前期货市场对远月的螺纹和螺纹利润很有信心。 近月差,远月好,那螺纹企业的股价到底该涨还是该跌?这就有点左右为难了。 其实如果能推出个茅台期货,对于茅台股价的分析,会有很好的指导意义。毕竟期货市场的分析能力要强于股市。 类似的问题还有,病毒发生后,短期内超市、零食、方便面面条面包企业的利润受益、股价上涨,航空旅游的利润受损,股价下跌。这是近月逻辑在体现。 那什么时候或什么因素触发下,远月逻辑才会体现,航空旅游的股价涨回来? 这要再举个例子:三个男**丝同时追求一个美女。 **丝A的做法是,拿出存款或刷信用卡,为美女准备浪漫之夜,千朵玫瑰在","text":"期货与股票的一个主要区别是,期货是有交割日期的,以月为单位,每个月的价格都是独立分项,股票则是连续交易,没有时间分项。 期货比股票多了一个时间维度。 在期货上,可以做空近期、做多远期,股票则没有这种能力,不管近中远期都反应在一个价格上。这导致股票的价格变化更复杂,近期、中期、远期信息缠绕在一起,共同影响股票价格。 做股票投资的,很多都只关注估值和大方向;做期货投资的不仅要关注方向,更要注重拐点。方向对,拐点没判断准,会被杀得很惨。 因此做期货投资的专业性更强,逻辑更清晰;股市的混子和傻子比较多,牛市里傻子更能赚钱。 期货价格分析与企业价值分析,很多是关联的。 举个例子,螺纹2005合约是3441,铁矿2005合约价格是650,根据这个差价,5月份螺纹企业是没有太多利润的。 而螺纹2009合约是3526,比5月贵85,铁矿2009合约价格是621,比5月便宜29,9月的差价显著扩大,螺纹企业就会有不错的利润。 这是期货市场的预期:近月利润差,远月利润好。 单看螺纹钢的话,目前远月价格高于近月,远月升水,表明市场处于乐观预期之中。这与过去几年不同,过去几年大多数时候是远月价格低于近月,远月贴水,表明市场处于悲观预期之中。 从这些情况都能看出来,目前期货市场对远月的螺纹和螺纹利润很有信心。 近月差,远月好,那螺纹企业的股价到底该涨还是该跌?这就有点左右为难了。 其实如果能推出个茅台期货,对于茅台股价的分析,会有很好的指导意义。毕竟期货市场的分析能力要强于股市。 类似的问题还有,病毒发生后,短期内超市、零食、方便面面条面包企业的利润受益、股价上涨,航空旅游的利润受损,股价下跌。这是近月逻辑在体现。 那什么时候或什么因素触发下,远月逻辑才会体现,航空旅游的股价涨回来? 这要再举个例子:三个男**丝同时追求一个美女。 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让字节跳动这时候来港股看看","listText":"是好公司就不怕遇冷 让字节跳动这时候来港股看看","text":"是好公司就不怕遇冷 让字节跳动这时候来港股看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914798686","repostId":"2010789515","repostType":4,"isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}