金牛夫人的个人主页 - 老虎社区

金牛夫人

金牛夫人

风物长宜放眼量

IP属地：海外

27关注

10粉丝

0主题

0勋章

2023-04-04

$特斯拉(TSLA)$ 业绩也没有很差啊，为什么天天大跌

2023-04-03

$特斯拉(TSLA)$ 今晚为啥跌？

2023-07-20

我看你要疯

美国科技股，纯粹一群疯子

2023-03-02

我每天都用b站，用户粘性极大

哔哩哔哩由跌转涨，Q4日均活跃用户同比增长29%

2023-09-26

这个媒体专业黑特斯拉

抱歉，原内容已删除

2023-08-26

$VinFast Auto(VFS)$

2023-08-25

$VinFast Auto(VFS)$ 哪个散户去接盘？让庄家自导自演去

2023-04-10

扯

担忧美国经济衰退，美国投资者纷纷加码海外股票

2023-04-06

看来又不被市场待见，盘后又继续跌

特斯拉发布其宏图第三篇章（Master Plan Part 3）完整文件

2023-03-10

羡慕你特斯拉高点抛了

@iAm22:$亚马逊(AMZN)$

$特斯拉(TSLA)$

$苹果(AAPL)$ 还是坚持认为加息不会那么激进！因为现在美国的企业真的开始悲观了…

去老虎APP查看更多动态

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[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":200011930976400,"gmtCreate":1689863106063,"gmtModify":1689863107477,"author":{"id":"3538630658376932","authorId":"3538630658376932","name":"金牛夫人","avatar":"https://static.tigerbbs.com/13824992342846d5fb975e71527a508a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538630658376932","idStr":"3538630658376932"},"themes":[],"htmlText":"我看你要疯","listText":"我看你要疯","text":"我看你要疯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/200011930976400","repostId":"2352017355","repostType":4,"repost":{"id":"2352017355","kind":"highlight","pubTimestamp":1689852070,"share":"https://www.laohu8.com/m/news/2352017355?lang=&edition=full","pubTime":"2023-07-20 19:21","market":"us","language":"zh","title":"美国科技股，纯粹一群疯子","url":"https://stock-news.laohu8.com/highlight/detail?id=2352017355","media":"格隆汇","summary":"羡慕嫉妒恨","content":"<html><head></head><body><p>作者：深鹏</p><p>股民今年的三大错觉，其中一个必不可少：</p><p><strong>美国科技股泡沫严重，要崩！</strong></p><p>好在说了是错觉，如果真的当真，那就硬生生不知要错过多少个小目标？</p><p>进入财报季，美股依然没有半点腐朽资本主义要崩溃的迹象，即使是上半年风声鹤唳的银行股，财报都超出市场预期，如大摩，Q2净利润同比下滑13%，但优于分析师预期的下滑20%，美银Q2营收同比增长11%，至253.3亿美元，小幅超出分析师预期的250.5亿美元，净利息收入增长14%至142亿美元，利润同比增长19%达到74亿美元，每股收益88美分，小幅超出分析师预期的84美分。靠着两大银行股的带动，道琼斯指数当晚被拔高了1%，成功突破了去年底的高位。</p><p>不过，银行股还算小case了，真正的大牛板块，是科技股。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>股价连创历史新高，连马斯克都惊呼“疯狂”。</p><p>今天凌晨（北京时间），<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在盘后公布了Q2财报，营收、净利润指标都超出市场预期，不过由于降价太多，毛利率比上季跌了一个点，到18.2%，现金流情况也只有10亿美元，两个指标均不及市场预期。</p><p>特斯拉盘后交易股价受到财报的影响，一度大跌近4个点。</p><p>但实际上，特斯拉的财报表现整体看还是不错的，股价下跌也有之前上涨太大、杀期权等因素影响。虽然数据没有两个月前英伟达般炸裂，但相信经历短暂调整之后，还是有能力给美股科技板块上涨加上一把火。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfe584b7d1909d94f83027dff3414d3b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>因为，美国的科技股，实在太疯狂了。</p><h3 id=\"id_1207342012\">科技股有多疯狂？</h3><p>今年，全球都对高利率下的美国经济增长缺乏信心，但就是在这样的大环境下，美国科技股硬生生造出了一个牛市，而且不是小牛市，而是一个大牛市，甚至可以说以一己之力把整个美国股市带上上涨通道。</p><p>众多的科技股，不管体量大小，都涨出很多个小目标，创历史新高的也不在少数，微软、google、meta、英伟达、特斯拉、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，都是其中的代表。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df56be8a70c9f4d766a23214ebfaa1c9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>当然了，你可以说这都是拜chatGPT引发的人工智能革命的福，但能够创造出这项技术并且开展大规模商业化，那你也得佩服得五体投地，要不然呢？其他国家也可以去引领一下啊，又没有人拦着他们。</p><p>这也揭示了一个简单的市场逻辑：<strong>如果能够占据未来的技术高点，能够创造出巨大的价值，当下的经济好还是不好，其实根本无所谓，资本是愿意为这样的未来买单的。</strong></p><p>如果你只是把眼光局限于现在美国通胀高，利率高，经济衰退风险大，那只能说目光太短浅了。与未来产业革命的星辰大海相比，经济周期显得短暂多了。</p><p>试想一下，1970年代末兴起的计算机革命，绵延至今长达40多年，一路扶摇直上，这个过程中经历了多少经济周期，有多少低谷？</p><p>单单称得上世界级别的，就有1980年代初美国的经济调整、1990年代初的美国经济衰退、97年<a href=\"https://laohu8.com/S/00662\">亚洲金融</a>危机、2000年科技股泡沫破裂、911事件、阿富汗和伊拉克战争、非典、08年金融危机，以及现在的新冠和俄乌战争。</p><p>经济周期是起起落落，但计算机和互联网革命却从未停止增长的脚步。</p><p>这一波人工智能革命已经被公认为可以改变世界，并且会比人类历史上前几次工业革命的价值还要高，如此光明且广阔的未来，也难怪资本市场会如此地趋之若鹜。</p><p>另外，美股科技股货真价实的比较多，最重要的是人家确实是交得出业绩，这点和国内的蹭热点公司有很大差别，所以美股可以一路上涨，而只是纯粹蹭概念的公司，硬不过三个月，大起大落，疯狂过后一地鸡毛，是常态。</p><p>另外，今年的美国科技股大牛市，也有一个前提，那就是去年它们普遍经历了崩盘式的下跌。</p><p>英伟达，从346美元的高位跌至108美元，跌幅68%；特斯拉，从414美元跌至101美元，跌幅76%；最惨的要数meta，从384美元跌至88美元，跌幅接近80%。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、google这些，虽然跌幅没有那么大，但也基本腰斩，只有苹果、微软相对抗跌，不过也蒸发了3-4成。而整个纳斯达克指数，跌幅最大也接近40%。</p><p>实际上，这里有一个不成文的“规律”，就是美股有基本面支撑的大型科技公司，在股灾中跌幅到7成、8成的时候，一般就会见底，这是通过对美股大跌期的统计而得。之所以说不能成文，是因为无法确定下一次是否如此，毕竟决定股价的因素太过复杂，同时市场本身也会不断产生新的因素，单纯依靠过往经验就断定历史重演，未必完全正确。</p><p>我们只是想强调，做投资逆向思维的重要性，如果股价跌幅巨大，需要考虑一下是否会触底反弹，而不是简单地顺着惯性和线性推理。</p><p>这大概就是咱们中国人说的否极泰来吧。</p><p>总的来说，这一波美股科技股大牛市，有两大驱动因素，一方面是对于去年大跌后的修复，另一方面则是人工智能的爆发。如果说去年是双杀，那今年无疑是双击。</p><p>问题是，这股牛市风潮，还能继续下去吗？</p><h3 id=\"id_1421404437\">还能疯下去吗？</h3><p>美股作为成熟且体制机制完善的市场，相对新兴国家而言容易理解和琢磨。</p><p>比如经济是股市的晴雨表，这点在美股就有很大的体现，2020年疫情爆发之后美股疯狂上涨，很多人归结于美联储的大放水，流动性泛滥，但实际上，美联储的钱也并没有全部流入股市，更多的是给美国家庭发钱，让他们在封控条件下依然可以有钱过日子。</p><p>这点虽然说有弊端，比如后来的高通胀，但对于拯救疫情下的美国经济却是立竿见影，<strong>因为美国家庭消费是GDP最大的来源，只要美国家庭还在消费，那宏观经济就没啥问题。</strong></p><p>2020年，美国GDP负增长2.8%，但次年就回到5.9%，剔除低基数影响，实际增长也有3%左右，说发钱让美国经济火热，一点都不为过。要知道，特朗普作为生意人总统，在位期间，没有一年的经济增速达到过3%。当然了，发钱这个事也是他在位期间决策的。</p><p>因此，从宏观层面上看，美股能否继续狂飙，经济基本面是一个比较重要的决定性因素。</p><p>综合最近的美国经济数据看，不管是劳动力市场，还是通胀水平，亦或其他的如PPI、PMI等经济指标，有参差，但韧性依然在。尽管高利率的压制效应正在发挥作用，但并没有想象中强烈，反而显得相对温和，这也重燃了市场对于今年美国经济软着陆的信心。</p><p><strong>所以，只要美国经济不出现大的衰退，美股整体上还是会延续上涨趋势，上涨节奏就取决于未来的经济数据，以及美联储的货币政策。</strong></p><p>至于板块方面，科技股仍然是最热门的，尤其是和人工智能相关的板块。不过，上涨幅度除了各大科技公司的动作，还要看他们的业绩。</p><p>美股很现实，对于业绩决定涨跌的逻辑也很认可。4月份特斯拉来了一个深度调整，5月份英伟达一夜狂飙30%，都是业绩决定的。</p><p>因此，特别是这两个月，关注科技公司的中期业绩，是投资决策最重要的依据。</p><p>从估值上看，美股科技股相对处于合理区间，苹果、微软、google这类巨无霸的PE基本都在30上下，英伟达、特斯拉这类成长性比较充足的估值相对较高，不过业绩高增的确定性做了一定的对冲，除非增长逻辑被证伪，否则要掉下来也不容易。</p><p>拉长时间看，随着人工智能各种技术的演进，以及商业化的扩大，AI概念股依然是最有能力享受市场追捧的板块，而美国相应的概念公司，实力都是摆在那的，没有太大的基本面问题，需要考虑的，是值不值得追高。</p><p>这个，就看各位的风险意识了。因为过去的经验告诉我们，有的股票，你觉得是泡沫，害怕得很，但人家就偏偏涨给你看。</p><h3 id=\"id_2738912095\">唯美股是瞻？</h3><p>讲起美股的今年的大涨，国内股民可能很不是滋味。</p><p>除了去年11月解封之后有过几个月的狂欢，后面就持续地低迷，虽然A股也不乏题材，比如AI、中特估，但如果不是踩中这两个概念的，基本是亏多盈少。</p><p>最基本的因素肯定是经济面，其实美股的指数也是科技股撑起来的，传统的价值股并没有太多表现。区别只是，美国经济基本面似乎正在扭转预期，所以传统价值股也可能正迎来机会，但国内经济基本面就依然压力重重，传统价值股路在何方，谁知道？</p><p>下半年要是寄望于经济面有超预期表现，似乎有困难，只能看上头有什么“特效药”了。不过也并非全是悲观，说不定会有一些概念性的机会，比如AI继续发酵。这个得寄希望于美国那边，技术突破也好，新的AI应用也罢，总之要倒腾出一些资本市场喜欢的概念，这样我们就有了跟随炒作的理由。</p><p>虽然这些年时不时炒作A股独立，中国特色的股市，貌似成功脱离了资本主义世界的束缚，但实际上，国内的概念炒作，基本上还是受美股的影响比较大，作为跟随者的角色并没有根本性的改变。</p><p>就拿AI来说，若不是美国出了个chatGPT，国内AI概念也无从炒起，此前的新能源汽车也是一样，若不是特斯拉爆发，国内的炒作也无从说起。其实，我们自己也很多AI公司，很多新能源公司，但能够牵起巨浪的，始终是美国。</p><p>认清这点其实很重要，因为容易找到“锚”，也容易抄作业。</p><p>说真的，希望美国科技公司们，继续疯下去，千万不要停，并且多多倒腾出一些新的科技概念，因为下半年的炒作，还得靠这帮万恶的资本家。</p></body></html>","source":"gelonghui_highlight","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\" 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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美国科技股，纯粹一群疯子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-20 19:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/625002><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：深鹏股民今年的三大错觉，其中一个必不可少：美国科技股泡沫严重，要崩！好在说了是错觉，如果真的当真，那就硬生生不知要错过多少个小目标？进入财报季，美股依然没有半点腐朽资本主义要崩溃的迹象，即使是上半年风声鹤唳的银行股，财报都超出市场预期，如大摩，Q2净利润同比下滑13%，但优于分析师预期的下滑20%，美银Q2营收同比增长11%，至253.3亿美元，小幅超出分析师预期的250.5亿美元，净...</p>\n\n<a href=\"https://www.gelonghui.com/p/625002\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee8693e4c1020f90549d9470b7220505","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://www.gelonghui.com/p/625002","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2352017355","content_text":"作者：深鹏股民今年的三大错觉，其中一个必不可少：美国科技股泡沫严重，要崩！好在说了是错觉，如果真的当真，那就硬生生不知要错过多少个小目标？进入财报季，美股依然没有半点腐朽资本主义要崩溃的迹象，即使是上半年风声鹤唳的银行股，财报都超出市场预期，如大摩，Q2净利润同比下滑13%，但优于分析师预期的下滑20%，美银Q2营收同比增长11%，至253.3亿美元，小幅超出分析师预期的250.5亿美元，净利息收入增长14%至142亿美元，利润同比增长19%达到74亿美元，每股收益88美分，小幅超出分析师预期的84美分。靠着两大银行股的带动，道琼斯指数当晚被拔高了1%，成功突破了去年底的高位。不过，银行股还算小case了，真正的大牛板块，是科技股。英伟达和微软股价连创历史新高，连马斯克都惊呼“疯狂”。今天凌晨（北京时间），特斯拉在盘后公布了Q2财报，营收、净利润指标都超出市场预期，不过由于降价太多，毛利率比上季跌了一个点，到18.2%，现金流情况也只有10亿美元，两个指标均不及市场预期。特斯拉盘后交易股价受到财报的影响，一度大跌近4个点。但实际上，特斯拉的财报表现整体看还是不错的，股价下跌也有之前上涨太大、杀期权等因素影响。虽然数据没有两个月前英伟达般炸裂，但相信经历短暂调整之后，还是有能力给美股科技板块上涨加上一把火。因为，美国的科技股，实在太疯狂了。科技股有多疯狂？今年，全球都对高利率下的美国经济增长缺乏信心，但就是在这样的大环境下，美国科技股硬生生造出了一个牛市，而且不是小牛市，而是一个大牛市，甚至可以说以一己之力把整个美国股市带上上涨通道。众多的科技股，不管体量大小，都涨出很多个小目标，创历史新高的也不在少数，微软、google、meta、英伟达、特斯拉、苹果，都是其中的代表。当然了，你可以说这都是拜chatGPT引发的人工智能革命的福，但能够创造出这项技术并且开展大规模商业化，那你也得佩服得五体投地，要不然呢？其他国家也可以去引领一下啊，又没有人拦着他们。这也揭示了一个简单的市场逻辑：如果能够占据未来的技术高点，能够创造出巨大的价值，当下的经济好还是不好，其实根本无所谓，资本是愿意为这样的未来买单的。如果你只是把眼光局限于现在美国通胀高，利率高，经济衰退风险大，那只能说目光太短浅了。与未来产业革命的星辰大海相比，经济周期显得短暂多了。试想一下，1970年代末兴起的计算机革命，绵延至今长达40多年，一路扶摇直上，这个过程中经历了多少经济周期，有多少低谷？单单称得上世界级别的，就有1980年代初美国的经济调整、1990年代初的美国经济衰退、97年亚洲金融危机、2000年科技股泡沫破裂、911事件、阿富汗和伊拉克战争、非典、08年金融危机，以及现在的新冠和俄乌战争。经济周期是起起落落，但计算机和互联网革命却从未停止增长的脚步。这一波人工智能革命已经被公认为可以改变世界，并且会比人类历史上前几次工业革命的价值还要高，如此光明且广阔的未来，也难怪资本市场会如此地趋之若鹜。另外，美股科技股货真价实的比较多，最重要的是人家确实是交得出业绩，这点和国内的蹭热点公司有很大差别，所以美股可以一路上涨，而只是纯粹蹭概念的公司，硬不过三个月，大起大落，疯狂过后一地鸡毛，是常态。另外，今年的美国科技股大牛市，也有一个前提，那就是去年它们普遍经历了崩盘式的下跌。英伟达，从346美元的高位跌至108美元，跌幅68%；特斯拉，从414美元跌至101美元，跌幅76%；最惨的要数meta，从384美元跌至88美元，跌幅接近80%。亚马逊、google这些，虽然跌幅没有那么大，但也基本腰斩，只有苹果、微软相对抗跌，不过也蒸发了3-4成。而整个纳斯达克指数，跌幅最大也接近40%。实际上，这里有一个不成文的“规律”，就是美股有基本面支撑的大型科技公司，在股灾中跌幅到7成、8成的时候，一般就会见底，这是通过对美股大跌期的统计而得。之所以说不能成文，是因为无法确定下一次是否如此，毕竟决定股价的因素太过复杂，同时市场本身也会不断产生新的因素，单纯依靠过往经验就断定历史重演，未必完全正确。我们只是想强调，做投资逆向思维的重要性，如果股价跌幅巨大，需要考虑一下是否会触底反弹，而不是简单地顺着惯性和线性推理。这大概就是咱们中国人说的否极泰来吧。总的来说，这一波美股科技股大牛市，有两大驱动因素，一方面是对于去年大跌后的修复，另一方面则是人工智能的爆发。如果说去年是双杀，那今年无疑是双击。问题是，这股牛市风潮，还能继续下去吗？还能疯下去吗？美股作为成熟且体制机制完善的市场，相对新兴国家而言容易理解和琢磨。比如经济是股市的晴雨表，这点在美股就有很大的体现，2020年疫情爆发之后美股疯狂上涨，很多人归结于美联储的大放水，流动性泛滥，但实际上，美联储的钱也并没有全部流入股市，更多的是给美国家庭发钱，让他们在封控条件下依然可以有钱过日子。这点虽然说有弊端，比如后来的高通胀，但对于拯救疫情下的美国经济却是立竿见影，因为美国家庭消费是GDP最大的来源，只要美国家庭还在消费，那宏观经济就没啥问题。2020年，美国GDP负增长2.8%，但次年就回到5.9%，剔除低基数影响，实际增长也有3%左右，说发钱让美国经济火热，一点都不为过。要知道，特朗普作为生意人总统，在位期间，没有一年的经济增速达到过3%。当然了，发钱这个事也是他在位期间决策的。因此，从宏观层面上看，美股能否继续狂飙，经济基本面是一个比较重要的决定性因素。综合最近的美国经济数据看，不管是劳动力市场，还是通胀水平，亦或其他的如PPI、PMI等经济指标，有参差，但韧性依然在。尽管高利率的压制效应正在发挥作用，但并没有想象中强烈，反而显得相对温和，这也重燃了市场对于今年美国经济软着陆的信心。所以，只要美国经济不出现大的衰退，美股整体上还是会延续上涨趋势，上涨节奏就取决于未来的经济数据，以及美联储的货币政策。至于板块方面，科技股仍然是最热门的，尤其是和人工智能相关的板块。不过，上涨幅度除了各大科技公司的动作，还要看他们的业绩。美股很现实，对于业绩决定涨跌的逻辑也很认可。4月份特斯拉来了一个深度调整，5月份英伟达一夜狂飙30%，都是业绩决定的。因此，特别是这两个月，关注科技公司的中期业绩，是投资决策最重要的依据。从估值上看，美股科技股相对处于合理区间，苹果、微软、google这类巨无霸的PE基本都在30上下，英伟达、特斯拉这类成长性比较充足的估值相对较高，不过业绩高增的确定性做了一定的对冲，除非增长逻辑被证伪，否则要掉下来也不容易。拉长时间看，随着人工智能各种技术的演进，以及商业化的扩大，AI概念股依然是最有能力享受市场追捧的板块，而美国相应的概念公司，实力都是摆在那的，没有太大的基本面问题，需要考虑的，是值不值得追高。这个，就看各位的风险意识了。因为过去的经验告诉我们，有的股票，你觉得是泡沫，害怕得很，但人家就偏偏涨给你看。唯美股是瞻？讲起美股的今年的大涨，国内股民可能很不是滋味。除了去年11月解封之后有过几个月的狂欢，后面就持续地低迷，虽然A股也不乏题材，比如AI、中特估，但如果不是踩中这两个概念的，基本是亏多盈少。最基本的因素肯定是经济面，其实美股的指数也是科技股撑起来的，传统的价值股并没有太多表现。区别只是，美国经济基本面似乎正在扭转预期，所以传统价值股也可能正迎来机会，但国内经济基本面就依然压力重重，传统价值股路在何方，谁知道？下半年要是寄望于经济面有超预期表现，似乎有困难，只能看上头有什么“特效药”了。不过也并非全是悲观，说不定会有一些概念性的机会，比如AI继续发酵。这个得寄希望于美国那边，技术突破也好，新的AI应用也罢，总之要倒腾出一些资本市场喜欢的概念，这样我们就有了跟随炒作的理由。虽然这些年时不时炒作A股独立，中国特色的股市，貌似成功脱离了资本主义世界的束缚，但实际上，国内的概念炒作，基本上还是受美股的影响比较大，作为跟随者的角色并没有根本性的改变。就拿AI来说，若不是美国出了个chatGPT，国内AI概念也无从炒起，此前的新能源汽车也是一样，若不是特斯拉爆发，国内的炒作也无从说起。其实，我们自己也很多AI公司，很多新能源公司，但能够牵起巨浪的，始终是美国。认清这点其实很重要，因为容易找到“锚”，也容易抄作业。说真的，希望美国科技公司们，继续疯下去，千万不要停，并且多多倒腾出一些新的科技概念，因为下半年的炒作，还得靠这帮万恶的资本家。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627063656,"gmtCreate":1677772235876,"gmtModify":1677772750213,"author":{"id":"3538630658376932","authorId":"3538630658376932","name":"金牛夫人","avatar":"https://static.tigerbbs.com/13824992342846d5fb975e71527a508a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538630658376932","idStr":"3538630658376932"},"themes":[],"htmlText":"我每天都用b站，用户粘性极大","listText":"我每天都用b站，用户粘性极大","text":"我每天都用b站，用户粘性极大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627063656","repostId":"1190656437","repostType":4,"repost":{"id":"1190656437","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1677769614,"share":"https://www.laohu8.com/m/news/1190656437?lang=&edition=full","pubTime":"2023-03-02 23:06","market":"hk","language":"zh","title":"哔哩哔哩由跌转涨，Q4日均活跃用户同比增长29%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190656437","media":"老虎资讯综合","summary":"3月2日，哔哩哔哩持续拉升，现涨近5%，盘初一度跌6%；B站四季度日均活跃用户同比增长29%，毛利率提升至20.3%。","content":"<html><head></head><body><p>3月2日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>持续拉升，现涨近5%，盘初一度跌6%；B站四季度日均活跃用户同比增长29%，毛利率提升至20.3%。</p><p><img src=\"https://static.tigerbbs.com/f3d5dcb17db87eaf50cf3e8fba0cad5f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>哔哩哔哩由跌转涨，Q4日均活跃用户同比增长29%</title>\n<style 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href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>持续拉升，现涨近5%，盘初一度跌6%；B站四季度日均活跃用户同比增长29%，毛利率提升至20.3%。</p><p><img src=\"https://static.tigerbbs.com/f3d5dcb17db87eaf50cf3e8fba0cad5f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"BK4566":"资本集团","BK4509":"腾讯概念","BK1588":"回港中概股","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1608":"元宇宙概念","BK1104":"互动家庭娱乐","BK4588":"碎股","BK4503":"景林资产持仓","BILI":"哔哩哔哩","BK4510":"在线教育","BK4505":"高瓴资本持仓","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","09626":"哔哩哔哩-W","BK4577":"网络游戏","BK4531":"中概回港概念","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190656437","content_text":"3月2日，哔哩哔哩持续拉升，现涨近5%，盘初一度跌6%；B站四季度日均活跃用户同比增长29%，毛利率提升至20.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224049929478328,"gmtCreate":1695736847301,"gmtModify":1695736848791,"author":{"id":"3538630658376932","authorId":"3538630658376932","name":"金牛夫人","avatar":"https://static.tigerbbs.com/13824992342846d5fb975e71527a508a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538630658376932","idStr":"3538630658376932"},"themes":[],"htmlText":"这个媒体专业黑特斯拉","listText":"这个媒体专业黑特斯拉","text":"这个媒体专业黑特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224049929478328","repostId":"2370276473","repostType":2,"isVote":1,"tweetType":1,"viewCount":1897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212760326000728,"gmtCreate":1692983249318,"gmtModify":1692983250003,"author":{"id":"3538630658376932","authorId":"3538630658376932","name":"金牛夫人","avatar":"https://static.tigerbbs.com/13824992342846d5fb975e71527a508a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538630658376932","idStr":"3538630658376932"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$&nbsp;</a>","text":"$VinFast Auto(VFS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212760326000728","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212732436918488,"gmtCreate":1692976408769,"gmtModify":1692976409629,"author":{"id":"3538630658376932","authorId":"3538630658376932","name":"金牛夫人","avatar":"https://static.tigerbbs.com/13824992342846d5fb975e71527a508a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538630658376932","idStr":"3538630658376932"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$&nbsp;</a>哪个散户去接盘？让庄家自导自演去","listText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$&nbsp;</a>哪个散户去接盘？让庄家自导自演去","text":"$VinFast Auto(VFS)$ 哪个散户去接盘？让庄家自导自演去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212732436918488","isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653520662,"gmtCreate":1681130556156,"gmtModify":1681130557780,"author":{"id":"3538630658376932","authorId":"3538630658376932","name":"金牛夫人","avatar":"https://static.tigerbbs.com/13824992342846d5fb975e71527a508a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538630658376932","idStr":"3538630658376932"},"themes":[],"htmlText":"扯","listText":"扯","text":"扯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653520662","repostId":"1163027471","repostType":2,"repost":{"id":"1163027471","kind":"news","pubTimestamp":1681097380,"share":"https://www.laohu8.com/m/news/1163027471?lang=&edition=full","pubTime":"2023-04-10 11:29","market":"us","language":"zh","title":"担忧美国经济衰退，美国投资者纷纷加码海外股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1163027471","media":"华尔街见闻","summary":"今年迄今为止，投资者已从美国股票基金中撤出340亿美元，与之相对的是，中国股票基金流入160亿美元，欧洲流入100亿美元。利率上升和经济衰退的阴云笼罩下，美国投资者纷纷逃离美股，加码海外股票。据媒体周","content":"<html><head></head><body><blockquote><strong>今年迄今为止，投资者已从美国股票基金中撤出340亿美元，与之相对的是，中国股票基金流入160亿美元，欧洲流入100亿美元。</strong></blockquote><p style=\"text-align: justify;\">利率上升和经济衰退的阴云笼罩下，美国投资者纷纷逃离美股，加码海外股票。</p><p style=\"text-align: justify;\">据媒体周日报道，数据提供商EPFR的数据显示，<strong>今年迄今为止，投资者已从美国股票基金中撤出340亿美元。而与之相对的是，欧洲吸引了100亿美元的资金流入；买入新兴市场股票的340亿美元资金中，160亿美元流入了中国股票基金。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27d8fc08798801449712e2065d73225b\" tg-width=\"614\" tg-height=\"428\"/></p><p style=\"text-align: justify;\">这一趋势令资产管理公司认识到了投资多元化的必要性，管理规模达1.3万亿美元的T Rowe Price首席执行官Rob Sharps指出：</p><blockquote>如果你看看我们资产管理的分布，我们多数集中在美国股票领域。T Rowe正在努力提高其在投资国际固定收益和全球股票方面的能力，虽然我们以活跃的美国股票领域出名，但我们很想在其他资产类别中拓展能力。</blockquote><p style=\"text-align: justify;\">与此同时，管理1430亿美元资产的PineBridge Investments在其最新战略报告中表示：</p><blockquote><strong>考虑到如今的美股估值过高，加上即将到来的信贷紧缩和银行风险，以及美联储撤回对债券市场的支持，对广泛的美股采取了更谨慎的立场。相对的是，对包括中国和印度在内的新兴市场持更积极的立场。</strong></blockquote><p style=\"text-align: justify;\">尽管如此，目前美国仍然稳固地保持着全球最大的股票市场地位，标普500指数的市值达到34万亿美元。但贝莱德投资研究所认为，未来情况可能改变：</p><blockquote>未来几十年，美国股市表现将逊于新兴市场、欧洲和中国股市。</blockquote></body></html>","source":"wallstreetcn","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>担忧美国经济衰退，美国投资者纷纷加码海外股票</title>\n<style 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}\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担忧美国经济衰退，美国投资者纷纷加码海外股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 11:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3686062><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年迄今为止，投资者已从美国股票基金中撤出340亿美元，与之相对的是，中国股票基金流入160亿美元，欧洲流入100亿美元。利率上升和经济衰退的阴云笼罩下，美国投资者纷纷逃离美股，加码海外股票。据媒体周日报道，数据提供商EPFR的数据显示，今年迄今为止，投资者已从美国股票基金中撤出340亿美元。而与之相对的是，欧洲吸引了100亿美元的资金流入；买入新兴市场股票的340亿美元资金中，160亿美元流入了...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3686062\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3686062","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163027471","content_text":"今年迄今为止，投资者已从美国股票基金中撤出340亿美元，与之相对的是，中国股票基金流入160亿美元，欧洲流入100亿美元。利率上升和经济衰退的阴云笼罩下，美国投资者纷纷逃离美股，加码海外股票。据媒体周日报道，数据提供商EPFR的数据显示，今年迄今为止，投资者已从美国股票基金中撤出340亿美元。而与之相对的是，欧洲吸引了100亿美元的资金流入；买入新兴市场股票的340亿美元资金中，160亿美元流入了中国股票基金。这一趋势令资产管理公司认识到了投资多元化的必要性，管理规模达1.3万亿美元的T Rowe Price首席执行官Rob Sharps指出：如果你看看我们资产管理的分布，我们多数集中在美国股票领域。T Rowe正在努力提高其在投资国际固定收益和全球股票方面的能力，虽然我们以活跃的美国股票领域出名，但我们很想在其他资产类别中拓展能力。与此同时，管理1430亿美元资产的PineBridge Investments在其最新战略报告中表示：考虑到如今的美股估值过高，加上即将到来的信贷紧缩和银行风险，以及美联储撤回对债券市场的支持，对广泛的美股采取了更谨慎的立场。相对的是，对包括中国和印度在内的新兴市场持更积极的立场。尽管如此，目前美国仍然稳固地保持着全球最大的股票市场地位，标普500指数的市值达到34万亿美元。但贝莱德投资研究所认为，未来情况可能改变：未来几十年，美国股市表现将逊于新兴市场、欧洲和中国股市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653831834,"gmtCreate":1680741401928,"gmtModify":1680741403518,"author":{"id":"3538630658376932","authorId":"3538630658376932","name":"金牛夫人","avatar":"https://static.tigerbbs.com/13824992342846d5fb975e71527a508a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538630658376932","idStr":"3538630658376932"},"themes":[],"htmlText":"看来又不被市场待见，盘后又继续跌","listText":"看来又不被市场待见，盘后又继续跌","text":"看来又不被市场待见，盘后又继续跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653831834","repostId":"2325310483","repostType":2,"repost":{"id":"2325310483","kind":"news","pubTimestamp":1680740100,"share":"https://www.laohu8.com/m/news/2325310483?lang=&edition=full","pubTime":"2023-04-06 08:15","market":"us","language":"zh","title":"特斯拉发布其宏图第三篇章（Master Plan Part 3）完整文件","url":"https://stock-news.laohu8.com/highlight/detail?id=2325310483","media":"财通社","summary":"【特斯拉发布其宏图第三篇章（Master Plan Part 3）完整文件】特斯拉发布其宏图第三篇章（Master Plan Part 3）完整文件。","content":"<html><body><article><p>【<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>发布其宏图第三篇章（Master Plan Part 3）完整文件】特斯拉发布其宏图第三篇章（Master Plan Part 3）完整文件。</p></article></body></html>","source":"tencent","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>特斯拉发布其宏图第三篇章（Master Plan Part 3）完整文件</title>\n<style 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