+关注
miss云雨
暂无个人介绍
IP属地:浙江
119
关注
39
粉丝
5
主题
0
勋章
主贴
热门
miss云雨
2021-03-23
$荔枝(LIZI)$
总股本4622万,流通股1034万。。。只占1/4,大资金不进来,散户被玩弄于鼓掌。[捂脸]
miss云雨
2021-03-23
$荔枝(LIZI)$
谁来解释一下昨天的大跌?[喷血]
miss云雨
2020-05-23
$蔚来(NIO)$
1,蔚来一季报的盈收预计下调,之前已经公布,市场也做了反映。2,一季度销量也公布了。所以,就看在这两个数据基础上一季报可否有超预期的表现了,一季报有三个看点:1,高管一系列调整后,管理效率在一季度是否已经提高,为二季度毛利率转正做准备。2,二季度销量和产能持续提高后的业绩展望。3,就市场关心的外国公司管理条例做出正面回应。
miss云雨
2020-05-23
$蔚来(NIO)$
一季报营收预计之前已经公布了,股价当时也降低了10%。销量也都是已知的。所以,现在由于疫情的因素基本已经有预期,主要是看管理效率在一季度能否提高,以及对二季度展望。
miss云雨
2020-03-04
这篇文章不错,转发给大家看看
@gugu:疫情之下,市场的脆弱性
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3534211833872190","uuid":"3534211833872190","gmtCreate":1571117811803,"gmtModify":1571149180091,"name":"miss云雨","pinyin":"missyymissyunyu","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/4507201ce728202f34a6f83032a1b7e3","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":39,"headSize":119,"tweetSize":5,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":5,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"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":"2023.11.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":353656479,"gmtCreate":1616494289391,"gmtModify":1616494289391,"author":{"id":"3534211833872190","authorId":"3534211833872190","name":"miss云雨","avatar":"https://static.tigerbbs.com/4507201ce728202f34a6f83032a1b7e3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534211833872190","authorIdStr":"3534211833872190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>总股本4622万,流通股1034万。。。只占1/4,大资金不进来,散户被玩弄于鼓掌。[捂脸] ","listText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>总股本4622万,流通股1034万。。。只占1/4,大资金不进来,散户被玩弄于鼓掌。[捂脸] ","text":"$荔枝(LIZI)$总股本4622万,流通股1034万。。。只占1/4,大资金不进来,散户被玩弄于鼓掌。[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/353656479","isVote":1,"tweetType":1,"viewCount":2289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353656324,"gmtCreate":1616494200268,"gmtModify":1616494200268,"author":{"id":"3534211833872190","authorId":"3534211833872190","name":"miss云雨","avatar":"https://static.tigerbbs.com/4507201ce728202f34a6f83032a1b7e3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534211833872190","authorIdStr":"3534211833872190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>谁来解释一下昨天的大跌?[喷血] ","listText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>谁来解释一下昨天的大跌?[喷血] ","text":"$荔枝(LIZI)$谁来解释一下昨天的大跌?[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/353656324","isVote":1,"tweetType":1,"viewCount":3219,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542366141032070","authorId":"3542366141032070","name":"励志峰","avatar":"https://static.tigerbbs.com/f63b6d88d915b601b0507261006ee47a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3542366141032070","authorIdStr":"3542366141032070"},"content":"大跌就为了大涨","text":"大跌就为了大涨","html":"大跌就为了大涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953853834,"gmtCreate":1590216353228,"gmtModify":1704192237724,"author":{"id":"3534211833872190","authorId":"3534211833872190","name":"miss云雨","avatar":"https://static.tigerbbs.com/4507201ce728202f34a6f83032a1b7e3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534211833872190","authorIdStr":"3534211833872190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>1,蔚来一季报的盈收预计下调,之前已经公布,市场也做了反映。2,一季度销量也公布了。所以,就看在这两个数据基础上一季报可否有超预期的表现了,一季报有三个看点:1,高管一系列调整后,管理效率在一季度是否已经提高,为二季度毛利率转正做准备。2,二季度销量和产能持续提高后的业绩展望。3,就市场关心的外国公司管理条例做出正面回应。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>1,蔚来一季报的盈收预计下调,之前已经公布,市场也做了反映。2,一季度销量也公布了。所以,就看在这两个数据基础上一季报可否有超预期的表现了,一季报有三个看点:1,高管一系列调整后,管理效率在一季度是否已经提高,为二季度毛利率转正做准备。2,二季度销量和产能持续提高后的业绩展望。3,就市场关心的外国公司管理条例做出正面回应。","text":"$蔚来(NIO)$1,蔚来一季报的盈收预计下调,之前已经公布,市场也做了反映。2,一季度销量也公布了。所以,就看在这两个数据基础上一季报可否有超预期的表现了,一季报有三个看点:1,高管一系列调整后,管理效率在一季度是否已经提高,为二季度毛利率转正做准备。2,二季度销量和产能持续提高后的业绩展望。3,就市场关心的外国公司管理条例做出正面回应。","images":[{"img":"https://static.tigerbbs.com/8a172587968b551360fe1c431d81a8ab","width":"1242","height":"314"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/953853834","isVote":1,"tweetType":1,"viewCount":6762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":953825896,"gmtCreate":1590210988315,"gmtModify":1704192230985,"author":{"id":"3534211833872190","authorId":"3534211833872190","name":"miss云雨","avatar":"https://static.tigerbbs.com/4507201ce728202f34a6f83032a1b7e3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534211833872190","authorIdStr":"3534211833872190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>一季报营收预计之前已经公布了,股价当时也降低了10%。销量也都是已知的。所以,现在由于疫情的因素基本已经有预期,主要是看管理效率在一季度能否提高,以及对二季度展望。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>一季报营收预计之前已经公布了,股价当时也降低了10%。销量也都是已知的。所以,现在由于疫情的因素基本已经有预期,主要是看管理效率在一季度能否提高,以及对二季度展望。","text":"$蔚来(NIO)$一季报营收预计之前已经公布了,股价当时也降低了10%。销量也都是已知的。所以,现在由于疫情的因素基本已经有预期,主要是看管理效率在一季度能否提高,以及对二季度展望。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/953825896","isVote":1,"tweetType":1,"viewCount":5407,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541098279337238","authorId":"3541098279337238","name":"houmy11","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3541098279337238","authorIdStr":"3541098279337238"},"content":"只要5月份的制造数量比4月份的多,然后6月份有足够的订单,那就一切都没问题。就看毛利率能不能转正。不过蔚来公司内部应该能预估出来了,只是我们不知道而已 。","text":"只要5月份的制造数量比4月份的多,然后6月份有足够的订单,那就一切都没问题。就看毛利率能不能转正。不过蔚来公司内部应该能预估出来了,只是我们不知道而已 。","html":"只要5月份的制造数量比4月份的多,然后6月份有足够的订单,那就一切都没问题。就看毛利率能不能转正。不过蔚来公司内部应该能预估出来了,只是我们不知道而已 。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983277029,"gmtCreate":1583307871361,"gmtModify":1704349405109,"author":{"id":"3534211833872190","authorId":"3534211833872190","name":"miss云雨","avatar":"https://static.tigerbbs.com/4507201ce728202f34a6f83032a1b7e3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534211833872190","authorIdStr":"3534211833872190"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/983277029","repostId":"983931228","repostType":1,"repost":{"id":983931228,"gmtCreate":1583074955864,"gmtModify":1704348627055,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"疫情之下,市场的脆弱性","htmlText":"姜超的《疫情只是表象,脆弱才是本质》,是自疫情爆发以来,我最认可的一篇研报解读。推荐大家去读读。大意和结论:1)黑天鹅事件很难预测,但是脆弱性是可以衡量的。2)中国经济更有韧性,同时可用于调控的经济货币政策空间更大。上周美股大跌,除了疫情全球蔓延之态,还有一部分原因是美国大选风险,疫情如果对美国经济造成了重大影响的话,很容易让特朗普失去选票。特朗普一直以救市为己任,如果他的那位竞对上位,“**社会主义者”桑德斯将是打土豪+均贫富,市场担心其上台后政策造成美国经济衰退。尾盘稳住是因为,美联储发话,市场预期降息即将来临。疫情在全球泛滥刚刚开始,乐观预计2个月后见分晓;极大可能是拖到夏天,天气转暖后,呼吸道抵抗力上升;或许还有概率,一直陆陆续续到2020年底。实际上,这次疫情比我一开始预计最差的结果还要差,美股仓位损失略大于A股。1%的对冲仓位,无法保护70%持仓仓位的损失。接下来重点,是如何保护本金,针对我们熟悉的资产,能够以比较便宜的安全边际买入。能利用这种机会大赚,只能是少数强人和赌徒。最大的大风险就是“流动性”。短期营收和利润下降不可怕,这就是个杀盈利,疫情维续半年,那就影响半年盈利。但是盈利的能力还在。股价能杀多少呢,10%-15%就差不多了。最担心的是,现金流和盈利的压力,造成大范围的债务危机,市场流动性枯竭。所以,这次疫情对于那些杠杠高、债务重、现金流差的企业,打击将会极大。接下来,需要重点关注行业的债务风险。中国企业,虽然经过这今年的供给侧改革和国企的降杠杆,整体上风险承受力高了很多,但是杠杠还是没有降到位。美国企业和家庭的债务风险略低,过去10年降杠杆,整体上比中国健康。继续同步我本人接下来操作思路。关于基金定投,理想仓位深圳红利:食品饮料:白酒:医药的仓位是3:2:2:3。如果你刚开始做定投,完全可以按照这个比例定投下去。做好定投到年底的准备。以我对白酒的了解","listText":"姜超的《疫情只是表象,脆弱才是本质》,是自疫情爆发以来,我最认可的一篇研报解读。推荐大家去读读。大意和结论:1)黑天鹅事件很难预测,但是脆弱性是可以衡量的。2)中国经济更有韧性,同时可用于调控的经济货币政策空间更大。上周美股大跌,除了疫情全球蔓延之态,还有一部分原因是美国大选风险,疫情如果对美国经济造成了重大影响的话,很容易让特朗普失去选票。特朗普一直以救市为己任,如果他的那位竞对上位,“**社会主义者”桑德斯将是打土豪+均贫富,市场担心其上台后政策造成美国经济衰退。尾盘稳住是因为,美联储发话,市场预期降息即将来临。疫情在全球泛滥刚刚开始,乐观预计2个月后见分晓;极大可能是拖到夏天,天气转暖后,呼吸道抵抗力上升;或许还有概率,一直陆陆续续到2020年底。实际上,这次疫情比我一开始预计最差的结果还要差,美股仓位损失略大于A股。1%的对冲仓位,无法保护70%持仓仓位的损失。接下来重点,是如何保护本金,针对我们熟悉的资产,能够以比较便宜的安全边际买入。能利用这种机会大赚,只能是少数强人和赌徒。最大的大风险就是“流动性”。短期营收和利润下降不可怕,这就是个杀盈利,疫情维续半年,那就影响半年盈利。但是盈利的能力还在。股价能杀多少呢,10%-15%就差不多了。最担心的是,现金流和盈利的压力,造成大范围的债务危机,市场流动性枯竭。所以,这次疫情对于那些杠杠高、债务重、现金流差的企业,打击将会极大。接下来,需要重点关注行业的债务风险。中国企业,虽然经过这今年的供给侧改革和国企的降杠杆,整体上风险承受力高了很多,但是杠杠还是没有降到位。美国企业和家庭的债务风险略低,过去10年降杠杆,整体上比中国健康。继续同步我本人接下来操作思路。关于基金定投,理想仓位深圳红利:食品饮料:白酒:医药的仓位是3:2:2:3。如果你刚开始做定投,完全可以按照这个比例定投下去。做好定投到年底的准备。以我对白酒的了解","text":"姜超的《疫情只是表象,脆弱才是本质》,是自疫情爆发以来,我最认可的一篇研报解读。推荐大家去读读。大意和结论:1)黑天鹅事件很难预测,但是脆弱性是可以衡量的。2)中国经济更有韧性,同时可用于调控的经济货币政策空间更大。上周美股大跌,除了疫情全球蔓延之态,还有一部分原因是美国大选风险,疫情如果对美国经济造成了重大影响的话,很容易让特朗普失去选票。特朗普一直以救市为己任,如果他的那位竞对上位,“**社会主义者”桑德斯将是打土豪+均贫富,市场担心其上台后政策造成美国经济衰退。尾盘稳住是因为,美联储发话,市场预期降息即将来临。疫情在全球泛滥刚刚开始,乐观预计2个月后见分晓;极大可能是拖到夏天,天气转暖后,呼吸道抵抗力上升;或许还有概率,一直陆陆续续到2020年底。实际上,这次疫情比我一开始预计最差的结果还要差,美股仓位损失略大于A股。1%的对冲仓位,无法保护70%持仓仓位的损失。接下来重点,是如何保护本金,针对我们熟悉的资产,能够以比较便宜的安全边际买入。能利用这种机会大赚,只能是少数强人和赌徒。最大的大风险就是“流动性”。短期营收和利润下降不可怕,这就是个杀盈利,疫情维续半年,那就影响半年盈利。但是盈利的能力还在。股价能杀多少呢,10%-15%就差不多了。最担心的是,现金流和盈利的压力,造成大范围的债务危机,市场流动性枯竭。所以,这次疫情对于那些杠杠高、债务重、现金流差的企业,打击将会极大。接下来,需要重点关注行业的债务风险。中国企业,虽然经过这今年的供给侧改革和国企的降杠杆,整体上风险承受力高了很多,但是杠杠还是没有降到位。美国企业和家庭的债务风险略低,过去10年降杠杆,整体上比中国健康。继续同步我本人接下来操作思路。关于基金定投,理想仓位深圳红利:食品饮料:白酒:医药的仓位是3:2:2:3。如果你刚开始做定投,完全可以按照这个比例定投下去。做好定投到年底的准备。以我对白酒的了解","images":[{"img":"https://static.tigerbbs.com/d41c99b4b586f2dffbf682fabd42fc16"},{"img":"https://static.tigerbbs.com/f2ca3e0154b2e05628310e45d860d62f"},{"img":"https://static.tigerbbs.com/0d48c6338f3a821500aca560dc1d337f"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/983931228","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":953825896,"gmtCreate":1590210988315,"gmtModify":1704192230985,"author":{"id":"3534211833872190","authorId":"3534211833872190","name":"miss云雨","avatar":"https://static.tigerbbs.com/4507201ce728202f34a6f83032a1b7e3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534211833872190","authorIdStr":"3534211833872190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>一季报营收预计之前已经公布了,股价当时也降低了10%。销量也都是已知的。所以,现在由于疫情的因素基本已经有预期,主要是看管理效率在一季度能否提高,以及对二季度展望。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>一季报营收预计之前已经公布了,股价当时也降低了10%。销量也都是已知的。所以,现在由于疫情的因素基本已经有预期,主要是看管理效率在一季度能否提高,以及对二季度展望。","text":"$蔚来(NIO)$一季报营收预计之前已经公布了,股价当时也降低了10%。销量也都是已知的。所以,现在由于疫情的因素基本已经有预期,主要是看管理效率在一季度能否提高,以及对二季度展望。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/953825896","isVote":1,"tweetType":1,"viewCount":5407,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541098279337238","authorId":"3541098279337238","name":"houmy11","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3541098279337238","authorIdStr":"3541098279337238"},"content":"只要5月份的制造数量比4月份的多,然后6月份有足够的订单,那就一切都没问题。就看毛利率能不能转正。不过蔚来公司内部应该能预估出来了,只是我们不知道而已 。","text":"只要5月份的制造数量比4月份的多,然后6月份有足够的订单,那就一切都没问题。就看毛利率能不能转正。不过蔚来公司内部应该能预估出来了,只是我们不知道而已 。","html":"只要5月份的制造数量比4月份的多,然后6月份有足够的订单,那就一切都没问题。就看毛利率能不能转正。不过蔚来公司内部应该能预估出来了,只是我们不知道而已 。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953853834,"gmtCreate":1590216353228,"gmtModify":1704192237724,"author":{"id":"3534211833872190","authorId":"3534211833872190","name":"miss云雨","avatar":"https://static.tigerbbs.com/4507201ce728202f34a6f83032a1b7e3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534211833872190","authorIdStr":"3534211833872190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>1,蔚来一季报的盈收预计下调,之前已经公布,市场也做了反映。2,一季度销量也公布了。所以,就看在这两个数据基础上一季报可否有超预期的表现了,一季报有三个看点:1,高管一系列调整后,管理效率在一季度是否已经提高,为二季度毛利率转正做准备。2,二季度销量和产能持续提高后的业绩展望。3,就市场关心的外国公司管理条例做出正面回应。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>1,蔚来一季报的盈收预计下调,之前已经公布,市场也做了反映。2,一季度销量也公布了。所以,就看在这两个数据基础上一季报可否有超预期的表现了,一季报有三个看点:1,高管一系列调整后,管理效率在一季度是否已经提高,为二季度毛利率转正做准备。2,二季度销量和产能持续提高后的业绩展望。3,就市场关心的外国公司管理条例做出正面回应。","text":"$蔚来(NIO)$1,蔚来一季报的盈收预计下调,之前已经公布,市场也做了反映。2,一季度销量也公布了。所以,就看在这两个数据基础上一季报可否有超预期的表现了,一季报有三个看点:1,高管一系列调整后,管理效率在一季度是否已经提高,为二季度毛利率转正做准备。2,二季度销量和产能持续提高后的业绩展望。3,就市场关心的外国公司管理条例做出正面回应。","images":[{"img":"https://static.tigerbbs.com/8a172587968b551360fe1c431d81a8ab","width":"1242","height":"314"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/953853834","isVote":1,"tweetType":1,"viewCount":6762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":353656479,"gmtCreate":1616494289391,"gmtModify":1616494289391,"author":{"id":"3534211833872190","authorId":"3534211833872190","name":"miss云雨","avatar":"https://static.tigerbbs.com/4507201ce728202f34a6f83032a1b7e3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534211833872190","authorIdStr":"3534211833872190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>总股本4622万,流通股1034万。。。只占1/4,大资金不进来,散户被玩弄于鼓掌。[捂脸] ","listText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>总股本4622万,流通股1034万。。。只占1/4,大资金不进来,散户被玩弄于鼓掌。[捂脸] ","text":"$荔枝(LIZI)$总股本4622万,流通股1034万。。。只占1/4,大资金不进来,散户被玩弄于鼓掌。[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/353656479","isVote":1,"tweetType":1,"viewCount":2289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353656324,"gmtCreate":1616494200268,"gmtModify":1616494200268,"author":{"id":"3534211833872190","authorId":"3534211833872190","name":"miss云雨","avatar":"https://static.tigerbbs.com/4507201ce728202f34a6f83032a1b7e3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534211833872190","authorIdStr":"3534211833872190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>谁来解释一下昨天的大跌?[喷血] ","listText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>谁来解释一下昨天的大跌?[喷血] ","text":"$荔枝(LIZI)$谁来解释一下昨天的大跌?[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/353656324","isVote":1,"tweetType":1,"viewCount":3219,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542366141032070","authorId":"3542366141032070","name":"励志峰","avatar":"https://static.tigerbbs.com/f63b6d88d915b601b0507261006ee47a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3542366141032070","authorIdStr":"3542366141032070"},"content":"大跌就为了大涨","text":"大跌就为了大涨","html":"大跌就为了大涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983277029,"gmtCreate":1583307871361,"gmtModify":1704349405109,"author":{"id":"3534211833872190","authorId":"3534211833872190","name":"miss云雨","avatar":"https://static.tigerbbs.com/4507201ce728202f34a6f83032a1b7e3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534211833872190","authorIdStr":"3534211833872190"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/983277029","repostId":"983931228","repostType":1,"repost":{"id":983931228,"gmtCreate":1583074955864,"gmtModify":1704348627055,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"疫情之下,市场的脆弱性","htmlText":"姜超的《疫情只是表象,脆弱才是本质》,是自疫情爆发以来,我最认可的一篇研报解读。推荐大家去读读。大意和结论:1)黑天鹅事件很难预测,但是脆弱性是可以衡量的。2)中国经济更有韧性,同时可用于调控的经济货币政策空间更大。上周美股大跌,除了疫情全球蔓延之态,还有一部分原因是美国大选风险,疫情如果对美国经济造成了重大影响的话,很容易让特朗普失去选票。特朗普一直以救市为己任,如果他的那位竞对上位,“**社会主义者”桑德斯将是打土豪+均贫富,市场担心其上台后政策造成美国经济衰退。尾盘稳住是因为,美联储发话,市场预期降息即将来临。疫情在全球泛滥刚刚开始,乐观预计2个月后见分晓;极大可能是拖到夏天,天气转暖后,呼吸道抵抗力上升;或许还有概率,一直陆陆续续到2020年底。实际上,这次疫情比我一开始预计最差的结果还要差,美股仓位损失略大于A股。1%的对冲仓位,无法保护70%持仓仓位的损失。接下来重点,是如何保护本金,针对我们熟悉的资产,能够以比较便宜的安全边际买入。能利用这种机会大赚,只能是少数强人和赌徒。最大的大风险就是“流动性”。短期营收和利润下降不可怕,这就是个杀盈利,疫情维续半年,那就影响半年盈利。但是盈利的能力还在。股价能杀多少呢,10%-15%就差不多了。最担心的是,现金流和盈利的压力,造成大范围的债务危机,市场流动性枯竭。所以,这次疫情对于那些杠杠高、债务重、现金流差的企业,打击将会极大。接下来,需要重点关注行业的债务风险。中国企业,虽然经过这今年的供给侧改革和国企的降杠杆,整体上风险承受力高了很多,但是杠杠还是没有降到位。美国企业和家庭的债务风险略低,过去10年降杠杆,整体上比中国健康。继续同步我本人接下来操作思路。关于基金定投,理想仓位深圳红利:食品饮料:白酒:医药的仓位是3:2:2:3。如果你刚开始做定投,完全可以按照这个比例定投下去。做好定投到年底的准备。以我对白酒的了解","listText":"姜超的《疫情只是表象,脆弱才是本质》,是自疫情爆发以来,我最认可的一篇研报解读。推荐大家去读读。大意和结论:1)黑天鹅事件很难预测,但是脆弱性是可以衡量的。2)中国经济更有韧性,同时可用于调控的经济货币政策空间更大。上周美股大跌,除了疫情全球蔓延之态,还有一部分原因是美国大选风险,疫情如果对美国经济造成了重大影响的话,很容易让特朗普失去选票。特朗普一直以救市为己任,如果他的那位竞对上位,“**社会主义者”桑德斯将是打土豪+均贫富,市场担心其上台后政策造成美国经济衰退。尾盘稳住是因为,美联储发话,市场预期降息即将来临。疫情在全球泛滥刚刚开始,乐观预计2个月后见分晓;极大可能是拖到夏天,天气转暖后,呼吸道抵抗力上升;或许还有概率,一直陆陆续续到2020年底。实际上,这次疫情比我一开始预计最差的结果还要差,美股仓位损失略大于A股。1%的对冲仓位,无法保护70%持仓仓位的损失。接下来重点,是如何保护本金,针对我们熟悉的资产,能够以比较便宜的安全边际买入。能利用这种机会大赚,只能是少数强人和赌徒。最大的大风险就是“流动性”。短期营收和利润下降不可怕,这就是个杀盈利,疫情维续半年,那就影响半年盈利。但是盈利的能力还在。股价能杀多少呢,10%-15%就差不多了。最担心的是,现金流和盈利的压力,造成大范围的债务危机,市场流动性枯竭。所以,这次疫情对于那些杠杠高、债务重、现金流差的企业,打击将会极大。接下来,需要重点关注行业的债务风险。中国企业,虽然经过这今年的供给侧改革和国企的降杠杆,整体上风险承受力高了很多,但是杠杠还是没有降到位。美国企业和家庭的债务风险略低,过去10年降杠杆,整体上比中国健康。继续同步我本人接下来操作思路。关于基金定投,理想仓位深圳红利:食品饮料:白酒:医药的仓位是3:2:2:3。如果你刚开始做定投,完全可以按照这个比例定投下去。做好定投到年底的准备。以我对白酒的了解","text":"姜超的《疫情只是表象,脆弱才是本质》,是自疫情爆发以来,我最认可的一篇研报解读。推荐大家去读读。大意和结论:1)黑天鹅事件很难预测,但是脆弱性是可以衡量的。2)中国经济更有韧性,同时可用于调控的经济货币政策空间更大。上周美股大跌,除了疫情全球蔓延之态,还有一部分原因是美国大选风险,疫情如果对美国经济造成了重大影响的话,很容易让特朗普失去选票。特朗普一直以救市为己任,如果他的那位竞对上位,“**社会主义者”桑德斯将是打土豪+均贫富,市场担心其上台后政策造成美国经济衰退。尾盘稳住是因为,美联储发话,市场预期降息即将来临。疫情在全球泛滥刚刚开始,乐观预计2个月后见分晓;极大可能是拖到夏天,天气转暖后,呼吸道抵抗力上升;或许还有概率,一直陆陆续续到2020年底。实际上,这次疫情比我一开始预计最差的结果还要差,美股仓位损失略大于A股。1%的对冲仓位,无法保护70%持仓仓位的损失。接下来重点,是如何保护本金,针对我们熟悉的资产,能够以比较便宜的安全边际买入。能利用这种机会大赚,只能是少数强人和赌徒。最大的大风险就是“流动性”。短期营收和利润下降不可怕,这就是个杀盈利,疫情维续半年,那就影响半年盈利。但是盈利的能力还在。股价能杀多少呢,10%-15%就差不多了。最担心的是,现金流和盈利的压力,造成大范围的债务危机,市场流动性枯竭。所以,这次疫情对于那些杠杠高、债务重、现金流差的企业,打击将会极大。接下来,需要重点关注行业的债务风险。中国企业,虽然经过这今年的供给侧改革和国企的降杠杆,整体上风险承受力高了很多,但是杠杠还是没有降到位。美国企业和家庭的债务风险略低,过去10年降杠杆,整体上比中国健康。继续同步我本人接下来操作思路。关于基金定投,理想仓位深圳红利:食品饮料:白酒:医药的仓位是3:2:2:3。如果你刚开始做定投,完全可以按照这个比例定投下去。做好定投到年底的准备。以我对白酒的了解","images":[{"img":"https://static.tigerbbs.com/d41c99b4b586f2dffbf682fabd42fc16"},{"img":"https://static.tigerbbs.com/f2ca3e0154b2e05628310e45d860d62f"},{"img":"https://static.tigerbbs.com/0d48c6338f3a821500aca560dc1d337f"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/983931228","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}