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赌怪陈刀仔
2022-08-16
$大健云仓(GCT)$
别像每日就好
赌怪陈刀仔
2022-08-18
$大健云仓(GCT)$
1000=0
赌怪陈刀仔
2022-07-04
好
抱歉，原内容已删除
赌怪陈刀仔
2022-07-09
好
抱歉，原内容已删除
赌怪陈刀仔
2022-06-30
这篇文章不错，转发给大家看
@期权小班长:行权价越来越高的理想call大单
赌怪陈刀仔
2022-06-30
这篇文章不错，转发给大家看
@期权小班长:抄底伯克希尔
赌怪陈刀仔
2022-06-30
这篇文章不错，转发给大家看
@投资默示录:阿里巴巴比以往任何时候都更便宜
去老虎APP查看更多动态
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，到日期刚好是在财报公布那一周。奈飞这一季度财报依然很悲观，预计还将流失200万订户。反过来也就是说如果财报不会更差，那么股价大概率看涨，而且下半年有比较重棒的引流剧作《猎魔人》，预计公司给出的前瞻指引会较为乐观。但是你再仔细想想，如果连奈飞都能看涨了，那买别的不是更好？但也说不好，现在的市场还挺尊老爱幼的，谁跌的多谁先涨。然后又发现好几只逻辑类似的异动： <a target=\"_blank\" href=\"https://laohu8.com/OPT/SNOW%2020220819%20120.0%20CALL\">$SNOW 20220819 120.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/GILD%2020220916%2062.5%20CALL\">$GILD 20220916 62.5 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/PYPL%2020220729%2085.0%20CALL\">$PYPL 20220729 85.0 CALL$</a> 再来谈谈<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> ，自从5月31日发布了三大新能源","text":"还有两周就要到财报季了，在各种数据披露前市场情绪整体积极。比如上半年的财报差生$奈飞(NFLX)$ 出现百万看涨大单$NFLX 20220722 205.0 CALL$ ，到日期刚好是在财报公布那一周。奈飞这一季度财报依然很悲观，预计还将流失200万订户。反过来也就是说如果财报不会更差，那么股价大概率看涨，而且下半年有比较重棒的引流剧作《猎魔人》，预计公司给出的前瞻指引会较为乐观。但是你再仔细想想，如果连奈飞都能看涨了，那买别的不是更好？但也说不好，现在的市场还挺尊老爱幼的，谁跌的多谁先涨。然后又发现好几只逻辑类似的异动： $SNOW 20220819 120.0 CALL$ $GILD 20220916 62.5 CALL$ $PYPL 20220729 85.0 CALL$ 再来谈谈$理想汽车(LI)$ ，自从5月31日发布了三大新能源","images":[{"img":"https://static.tigerbbs.com/603eaebf54bc0f8679363264d67fafee","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/0559a07945136116cba117779fea8768","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a05fad89e1dbfe9395546a606bb6fd13","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683333888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681051105,"gmtCreate":1656576978412,"gmtModify":1704865273298,"author":{"id":"3547589248723347","authorId":"3547589248723347","name":"赌怪陈刀仔","avatar":"https://static.tigerbbs.com/f64b39881829d17a5a704c97a6d2fca2","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547589248723347","authorIdStr":"3547589248723347"},"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/681051105","repostId":"689733803","repostType":1,"repost":{"id":689733803,"gmtCreate":1655822068840,"gmtModify":1704863302665,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"抄底伯克希尔","htmlText":"本轮加息过后美股再次迎来阶段性大底，虽然感觉大盘没有跌透，但也可以理解这两天的反弹逻辑。本轮加息75基点的主要诱因是通胀继续走高，而让通胀居高不下的核心因素就是能源价格。如果原油价格继续走高，那么可以想见6月CPI数据依然无法降低，那么美联储还会采取更为“符合市场预期“的加息手段。美股走势和能源价格就这样绑定在了一起。但比较诡异的是，加息过后，不光是美股大跌，原油也发生了暴跌。<a href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连 2208(CLmain)$</a> 上周下跌8%，美股石油公司比如<a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 跌幅甚至达到15%～20%。油价的下跌让美股市场看到了通胀缓和的希望，这就是我总结这两天的反弹逻辑。如果油价持续下跌，那么美股将继续企稳，目前油价主要有三个利空因素： 美联储大幅加息，市场逐步计价衰退提前，拖累大类资产表现 拜登将于7月中访问沙特，市场解读为欧佩克或在为期两年半的减产框架结束后自由增产，缓解供应问题 俄罗斯原油产量有望进一步提升 我认为第二点会成为近期牵制油价的主要动因。民主党不能光靠加息，还要解决高昂的原油价格，进一步遏制通胀，不然恐怕难以赢得接下来的中期选举。对于目前的市场行情总体维持观望，不过在一轮大跌后还想捡一些物美价廉的便宜货。用股票筛选器，我查了一下市值1000亿以上，PE<10的股票，筛选结果如下：20只股票涵盖石油、银行、制药、大盘ETF，其中最亮眼的一只股票，莫过于<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，现在市盈率只有7了，处于历史","listText":"本轮加息过后美股再次迎来阶段性大底，虽然感觉大盘没有跌透，但也可以理解这两天的反弹逻辑。本轮加息75基点的主要诱因是通胀继续走高，而让通胀居高不下的核心因素就是能源价格。如果原油价格继续走高，那么可以想见6月CPI数据依然无法降低，那么美联储还会采取更为“符合市场预期“的加息手段。美股走势和能源价格就这样绑定在了一起。但比较诡异的是，加息过后，不光是美股大跌，原油也发生了暴跌。<a href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连 2208(CLmain)$</a> 上周下跌8%，美股石油公司比如<a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 跌幅甚至达到15%～20%。油价的下跌让美股市场看到了通胀缓和的希望，这就是我总结这两天的反弹逻辑。如果油价持续下跌，那么美股将继续企稳，目前油价主要有三个利空因素： 美联储大幅加息，市场逐步计价衰退提前，拖累大类资产表现 拜登将于7月中访问沙特，市场解读为欧佩克或在为期两年半的减产框架结束后自由增产，缓解供应问题 俄罗斯原油产量有望进一步提升 我认为第二点会成为近期牵制油价的主要动因。民主党不能光靠加息，还要解决高昂的原油价格，进一步遏制通胀，不然恐怕难以赢得接下来的中期选举。对于目前的市场行情总体维持观望，不过在一轮大跌后还想捡一些物美价廉的便宜货。用股票筛选器，我查了一下市值1000亿以上，PE<10的股票，筛选结果如下：20只股票涵盖石油、银行、制药、大盘ETF，其中最亮眼的一只股票，莫过于<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，现在市盈率只有7了，处于历史","text":"本轮加息过后美股再次迎来阶段性大底，虽然感觉大盘没有跌透，但也可以理解这两天的反弹逻辑。本轮加息75基点的主要诱因是通胀继续走高，而让通胀居高不下的核心因素就是能源价格。如果原油价格继续走高，那么可以想见6月CPI数据依然无法降低，那么美联储还会采取更为“符合市场预期“的加息手段。美股走势和能源价格就这样绑定在了一起。但比较诡异的是，加息过后，不光是美股大跌，原油也发生了暴跌。$WTI原油主连 2208(CLmain)$ 上周下跌8%，美股石油公司比如$雪佛龙(CVX)$ $西方石油(OXY)$ 跌幅甚至达到15%～20%。油价的下跌让美股市场看到了通胀缓和的希望，这就是我总结这两天的反弹逻辑。如果油价持续下跌，那么美股将继续企稳，目前油价主要有三个利空因素： 美联储大幅加息，市场逐步计价衰退提前，拖累大类资产表现 拜登将于7月中访问沙特，市场解读为欧佩克或在为期两年半的减产框架结束后自由增产，缓解供应问题 俄罗斯原油产量有望进一步提升 我认为第二点会成为近期牵制油价的主要动因。民主党不能光靠加息，还要解决高昂的原油价格，进一步遏制通胀，不然恐怕难以赢得接下来的中期选举。对于目前的市场行情总体维持观望，不过在一轮大跌后还想捡一些物美价廉的便宜货。用股票筛选器，我查了一下市值1000亿以上，PE<10的股票，筛选结果如下：20只股票涵盖石油、银行、制药、大盘ETF，其中最亮眼的一只股票，莫过于$伯克希尔B(BRK.B)$ ，现在市盈率只有7了，处于历史","images":[{"img":"https://static.tigerbbs.com/632a4f561fb2ffe5ec258971929a7493","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/99ff75787f6d01647caa225690b68007","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/16a2cd679bada4e8d666fd71e9a72b5c","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689733803","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681051362,"gmtCreate":1656576967060,"gmtModify":1704865273123,"author":{"id":"3547589248723347","authorId":"3547589248723347","name":"赌怪陈刀仔","avatar":"https://static.tigerbbs.com/f64b39881829d17a5a704c97a6d2fca2","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547589248723347","authorIdStr":"3547589248723347"},"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/681051362","repostId":"689517993","repostType":1,"repost":{"id":689517993,"gmtCreate":1655720761915,"gmtModify":1704862992426,"author":{"id":"3524106699974333","authorId":"3524106699974333","name":"投资默示录","avatar":"https://static.tigerbbs.com/1635abc9b5786f9c52f6b6ce5d8205be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524106699974333","authorIdStr":"3524106699974333"},"themes":[],"title":"阿里巴巴比以往任何时候都更便宜","htmlText":"最近美股跌的太惨了，但是中概股却是异常雄起！其中，阿里巴巴肯定是最具代表性的。国外投资人近期也对阿里表达了自己的投资看法，我们翻译了一下。供大家作为参考。自14年IPO以来，现在的阿里巴巴的股价基本上失去了所有的涨幅。然而，与其股价不同的是，从根本上说，阿里巴巴在多个方面取得了显着进展。最值得注意的是，阿里巴巴已经变成了一个现金流机器，自IPO以来，自由现金流增加了十倍 ，这反过来又导致现金余额飙升，使公司现金变得富有。今年到目前为止，市场虽然处于严重动荡之中，但阿里巴巴的表现有所好转。具体而言，在年初至今的基础上，阿里巴巴“仅仅”下跌了约14%，还是比美股指数表现好很多的。毕竟纳斯达克指数都已经跌了近31%。数据来源： YCharts在我们更详细地说明阿里巴巴自IPO以来取得的实质性进展之前，重要的是要注意以下几点。尽管阿里巴巴已经面临（并可能继续面临）各种宏观和监管方面的逆风，但它仍然是世界领先的品牌之一。根据Kantar BrandZ的数据，阿里巴巴在全球排名前10位，超过了麦当劳（MCD），特斯拉（TSLA），可口可乐（KO）和耐克（NKE）等品牌。这是一项了不起的成就。2021年全球最有价值品牌来源：Visual Capitalist根据最新的财报中，阿里巴巴的财务业绩仍然令人印象深刻，尽管其第四季度收入增长了个位数，这是在新冠疫情爆发期间增长最慢的。由于3月份新冠爆发导致需求下降，以及其核心电子商务平台（天猫和淘宝）的物流和供应链中断，收入增长了9%。也就是说，阿里巴巴的销售增长仍然超过了分析师的估计。所以，一旦供应链中断和疫情影响能够得到缓解，那么阿里巴巴的增长将继续加速。宏观来看，与IPO时期相比，阿里巴巴是一家强大得多的公司。具体而言，2018年运营的年度现金流超过了200亿美元的市场关口，并一直保持在这一水平以上。阿里巴巴：运营产生的年度现金流图片来源：","listText":"最近美股跌的太惨了，但是中概股却是异常雄起！其中，阿里巴巴肯定是最具代表性的。国外投资人近期也对阿里表达了自己的投资看法，我们翻译了一下。供大家作为参考。自14年IPO以来，现在的阿里巴巴的股价基本上失去了所有的涨幅。然而，与其股价不同的是，从根本上说，阿里巴巴在多个方面取得了显着进展。最值得注意的是，阿里巴巴已经变成了一个现金流机器，自IPO以来，自由现金流增加了十倍 ，这反过来又导致现金余额飙升，使公司现金变得富有。今年到目前为止，市场虽然处于严重动荡之中，但阿里巴巴的表现有所好转。具体而言，在年初至今的基础上，阿里巴巴“仅仅”下跌了约14%，还是比美股指数表现好很多的。毕竟纳斯达克指数都已经跌了近31%。数据来源： YCharts在我们更详细地说明阿里巴巴自IPO以来取得的实质性进展之前，重要的是要注意以下几点。尽管阿里巴巴已经面临（并可能继续面临）各种宏观和监管方面的逆风，但它仍然是世界领先的品牌之一。根据Kantar BrandZ的数据，阿里巴巴在全球排名前10位，超过了麦当劳（MCD），特斯拉（TSLA），可口可乐（KO）和耐克（NKE）等品牌。这是一项了不起的成就。2021年全球最有价值品牌来源：Visual Capitalist根据最新的财报中，阿里巴巴的财务业绩仍然令人印象深刻，尽管其第四季度收入增长了个位数，这是在新冠疫情爆发期间增长最慢的。由于3月份新冠爆发导致需求下降，以及其核心电子商务平台（天猫和淘宝）的物流和供应链中断，收入增长了9%。也就是说，阿里巴巴的销售增长仍然超过了分析师的估计。所以，一旦供应链中断和疫情影响能够得到缓解，那么阿里巴巴的增长将继续加速。宏观来看，与IPO时期相比，阿里巴巴是一家强大得多的公司。具体而言，2018年运营的年度现金流超过了200亿美元的市场关口，并一直保持在这一水平以上。阿里巴巴：运营产生的年度现金流图片来源：","text":"最近美股跌的太惨了，但是中概股却是异常雄起！其中，阿里巴巴肯定是最具代表性的。国外投资人近期也对阿里表达了自己的投资看法，我们翻译了一下。供大家作为参考。自14年IPO以来，现在的阿里巴巴的股价基本上失去了所有的涨幅。然而，与其股价不同的是，从根本上说，阿里巴巴在多个方面取得了显着进展。最值得注意的是，阿里巴巴已经变成了一个现金流机器，自IPO以来，自由现金流增加了十倍 ，这反过来又导致现金余额飙升，使公司现金变得富有。今年到目前为止，市场虽然处于严重动荡之中，但阿里巴巴的表现有所好转。具体而言，在年初至今的基础上，阿里巴巴“仅仅”下跌了约14%，还是比美股指数表现好很多的。毕竟纳斯达克指数都已经跌了近31%。数据来源： YCharts在我们更详细地说明阿里巴巴自IPO以来取得的实质性进展之前，重要的是要注意以下几点。尽管阿里巴巴已经面临（并可能继续面临）各种宏观和监管方面的逆风，但它仍然是世界领先的品牌之一。根据Kantar BrandZ的数据，阿里巴巴在全球排名前10位，超过了麦当劳（MCD），特斯拉（TSLA），可口可乐（KO）和耐克（NKE）等品牌。这是一项了不起的成就。2021年全球最有价值品牌来源：Visual Capitalist根据最新的财报中，阿里巴巴的财务业绩仍然令人印象深刻，尽管其第四季度收入增长了个位数，这是在新冠疫情爆发期间增长最慢的。由于3月份新冠爆发导致需求下降，以及其核心电子商务平台（天猫和淘宝）的物流和供应链中断，收入增长了9%。也就是说，阿里巴巴的销售增长仍然超过了分析师的估计。所以，一旦供应链中断和疫情影响能够得到缓解，那么阿里巴巴的增长将继续加速。宏观来看，与IPO时期相比，阿里巴巴是一家强大得多的公司。具体而言，2018年运营的年度现金流超过了200亿美元的市场关口，并一直保持在这一水平以上。阿里巴巴：运营产生的年度现金流图片来源：","images":[{"img":"https://static.tigerbbs.com/be9eb63a6f9f7dbfabebe9ff9a553a49","width":"750","height":"500"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689517993","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":684738867,"gmtCreate":1660581627161,"gmtModify":1660581627161,"author":{"id":"3547589248723347","authorId":"3547589248723347","name":"赌怪陈刀仔","avatar":"https://static.tigerbbs.com/f64b39881829d17a5a704c97a6d2fca2","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547589248723347","authorIdStr":"3547589248723347"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 出现百万看涨大单<a target=\"_blank\" href=\"https://laohu8.com/OPT/NFLX%2020220722%20205.0%20CALL\">$NFLX 20220722 205.0 CALL$</a> ，到日期刚好是在财报公布那一周。奈飞这一季度财报依然很悲观，预计还将流失200万订户。反过来也就是说如果财报不会更差，那么股价大概率看涨，而且下半年有比较重棒的引流剧作《猎魔人》，预计公司给出的前瞻指引会较为乐观。但是你再仔细想想，如果连奈飞都能看涨了，那买别的不是更好？但也说不好，现在的市场还挺尊老爱幼的，谁跌的多谁先涨。然后又发现好几只逻辑类似的异动： <a target=\"_blank\" href=\"https://laohu8.com/OPT/SNOW%2020220819%20120.0%20CALL\">$SNOW 20220819 120.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/GILD%2020220916%2062.5%20CALL\">$GILD 20220916 62.5 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/PYPL%2020220729%2085.0%20CALL\">$PYPL 20220729 85.0 CALL$</a> 再来谈谈<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> ，自从5月31日发布了三大新能源","listText":"还有两周就要到财报季了，在各种数据披露前市场情绪整体积极。比如上半年的财报差生<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 出现百万看涨大单<a target=\"_blank\" href=\"https://laohu8.com/OPT/NFLX%2020220722%20205.0%20CALL\">$NFLX 20220722 205.0 CALL$</a> ，到日期刚好是在财报公布那一周。奈飞这一季度财报依然很悲观，预计还将流失200万订户。反过来也就是说如果财报不会更差，那么股价大概率看涨，而且下半年有比较重棒的引流剧作《猎魔人》，预计公司给出的前瞻指引会较为乐观。但是你再仔细想想，如果连奈飞都能看涨了，那买别的不是更好？但也说不好，现在的市场还挺尊老爱幼的，谁跌的多谁先涨。然后又发现好几只逻辑类似的异动： <a target=\"_blank\" href=\"https://laohu8.com/OPT/SNOW%2020220819%20120.0%20CALL\">$SNOW 20220819 120.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/GILD%2020220916%2062.5%20CALL\">$GILD 20220916 62.5 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/PYPL%2020220729%2085.0%20CALL\">$PYPL 20220729 85.0 CALL$</a> 再来谈谈<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> ，自从5月31日发布了三大新能源","text":"还有两周就要到财报季了，在各种数据披露前市场情绪整体积极。比如上半年的财报差生$奈飞(NFLX)$ 出现百万看涨大单$NFLX 20220722 205.0 CALL$ ，到日期刚好是在财报公布那一周。奈飞这一季度财报依然很悲观，预计还将流失200万订户。反过来也就是说如果财报不会更差，那么股价大概率看涨，而且下半年有比较重棒的引流剧作《猎魔人》，预计公司给出的前瞻指引会较为乐观。但是你再仔细想想，如果连奈飞都能看涨了，那买别的不是更好？但也说不好，现在的市场还挺尊老爱幼的，谁跌的多谁先涨。然后又发现好几只逻辑类似的异动： $SNOW 20220819 120.0 CALL$ $GILD 20220916 62.5 CALL$ $PYPL 20220729 85.0 CALL$ 再来谈谈$理想汽车(LI)$ 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href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连 2208(CLmain)$</a> 上周下跌8%，美股石油公司比如<a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 跌幅甚至达到15%～20%。油价的下跌让美股市场看到了通胀缓和的希望，这就是我总结这两天的反弹逻辑。如果油价持续下跌，那么美股将继续企稳，目前油价主要有三个利空因素： 美联储大幅加息，市场逐步计价衰退提前，拖累大类资产表现 拜登将于7月中访问沙特，市场解读为欧佩克或在为期两年半的减产框架结束后自由增产，缓解供应问题 俄罗斯原油产量有望进一步提升 我认为第二点会成为近期牵制油价的主要动因。民主党不能光靠加息，还要解决高昂的原油价格，进一步遏制通胀，不然恐怕难以赢得接下来的中期选举。对于目前的市场行情总体维持观望，不过在一轮大跌后还想捡一些物美价廉的便宜货。用股票筛选器，我查了一下市值1000亿以上，PE<10的股票，筛选结果如下：20只股票涵盖石油、银行、制药、大盘ETF，其中最亮眼的一只股票，莫过于<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，现在市盈率只有7了，处于历史","listText":"本轮加息过后美股再次迎来阶段性大底，虽然感觉大盘没有跌透，但也可以理解这两天的反弹逻辑。本轮加息75基点的主要诱因是通胀继续走高，而让通胀居高不下的核心因素就是能源价格。如果原油价格继续走高，那么可以想见6月CPI数据依然无法降低，那么美联储还会采取更为“符合市场预期“的加息手段。美股走势和能源价格就这样绑定在了一起。但比较诡异的是，加息过后，不光是美股大跌，原油也发生了暴跌。<a href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连 2208(CLmain)$</a> 上周下跌8%，美股石油公司比如<a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 跌幅甚至达到15%～20%。油价的下跌让美股市场看到了通胀缓和的希望，这就是我总结这两天的反弹逻辑。如果油价持续下跌，那么美股将继续企稳，目前油价主要有三个利空因素： 美联储大幅加息，市场逐步计价衰退提前，拖累大类资产表现 拜登将于7月中访问沙特，市场解读为欧佩克或在为期两年半的减产框架结束后自由增产，缓解供应问题 俄罗斯原油产量有望进一步提升 我认为第二点会成为近期牵制油价的主要动因。民主党不能光靠加息，还要解决高昂的原油价格，进一步遏制通胀，不然恐怕难以赢得接下来的中期选举。对于目前的市场行情总体维持观望，不过在一轮大跌后还想捡一些物美价廉的便宜货。用股票筛选器，我查了一下市值1000亿以上，PE<10的股票，筛选结果如下：20只股票涵盖石油、银行、制药、大盘ETF，其中最亮眼的一只股票，莫过于<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，现在市盈率只有7了，处于历史","text":"本轮加息过后美股再次迎来阶段性大底，虽然感觉大盘没有跌透，但也可以理解这两天的反弹逻辑。本轮加息75基点的主要诱因是通胀继续走高，而让通胀居高不下的核心因素就是能源价格。如果原油价格继续走高，那么可以想见6月CPI数据依然无法降低，那么美联储还会采取更为“符合市场预期“的加息手段。美股走势和能源价格就这样绑定在了一起。但比较诡异的是，加息过后，不光是美股大跌，原油也发生了暴跌。$WTI原油主连 2208(CLmain)$ 上周下跌8%，美股石油公司比如$雪佛龙(CVX)$ $西方石油(OXY)$ 跌幅甚至达到15%～20%。油价的下跌让美股市场看到了通胀缓和的希望，这就是我总结这两天的反弹逻辑。如果油价持续下跌，那么美股将继续企稳，目前油价主要有三个利空因素： 美联储大幅加息，市场逐步计价衰退提前，拖累大类资产表现 拜登将于7月中访问沙特，市场解读为欧佩克或在为期两年半的减产框架结束后自由增产，缓解供应问题 俄罗斯原油产量有望进一步提升 我认为第二点会成为近期牵制油价的主要动因。民主党不能光靠加息，还要解决高昂的原油价格，进一步遏制通胀，不然恐怕难以赢得接下来的中期选举。对于目前的市场行情总体维持观望，不过在一轮大跌后还想捡一些物美价廉的便宜货。用股票筛选器，我查了一下市值1000亿以上，PE<10的股票，筛选结果如下：20只股票涵盖石油、银行、制药、大盘ETF，其中最亮眼的一只股票，莫过于$伯克希尔B(BRK.B)$ ，现在市盈率只有7了，处于历史","images":[{"img":"https://static.tigerbbs.com/632a4f561fb2ffe5ec258971929a7493","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/99ff75787f6d01647caa225690b68007","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/16a2cd679bada4e8d666fd71e9a72b5c","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689733803","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681051362,"gmtCreate":1656576967060,"gmtModify":1704865273123,"author":{"id":"3547589248723347","authorId":"3547589248723347","name":"赌怪陈刀仔","avatar":"https://static.tigerbbs.com/f64b39881829d17a5a704c97a6d2fca2","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547589248723347","authorIdStr":"3547589248723347"},"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/681051362","repostId":"689517993","repostType":1,"repost":{"id":689517993,"gmtCreate":1655720761915,"gmtModify":1704862992426,"author":{"id":"3524106699974333","authorId":"3524106699974333","name":"投资默示录","avatar":"https://static.tigerbbs.com/1635abc9b5786f9c52f6b6ce5d8205be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524106699974333","authorIdStr":"3524106699974333"},"themes":[],"title":"阿里巴巴比以往任何时候都更便宜","htmlText":"最近美股跌的太惨了，但是中概股却是异常雄起！其中，阿里巴巴肯定是最具代表性的。国外投资人近期也对阿里表达了自己的投资看法，我们翻译了一下。供大家作为参考。自14年IPO以来，现在的阿里巴巴的股价基本上失去了所有的涨幅。然而，与其股价不同的是，从根本上说，阿里巴巴在多个方面取得了显着进展。最值得注意的是，阿里巴巴已经变成了一个现金流机器，自IPO以来，自由现金流增加了十倍 ，这反过来又导致现金余额飙升，使公司现金变得富有。今年到目前为止，市场虽然处于严重动荡之中，但阿里巴巴的表现有所好转。具体而言，在年初至今的基础上，阿里巴巴“仅仅”下跌了约14%，还是比美股指数表现好很多的。毕竟纳斯达克指数都已经跌了近31%。数据来源： YCharts在我们更详细地说明阿里巴巴自IPO以来取得的实质性进展之前，重要的是要注意以下几点。尽管阿里巴巴已经面临（并可能继续面临）各种宏观和监管方面的逆风，但它仍然是世界领先的品牌之一。根据Kantar BrandZ的数据，阿里巴巴在全球排名前10位，超过了麦当劳（MCD），特斯拉（TSLA），可口可乐（KO）和耐克（NKE）等品牌。这是一项了不起的成就。2021年全球最有价值品牌来源：Visual Capitalist根据最新的财报中，阿里巴巴的财务业绩仍然令人印象深刻，尽管其第四季度收入增长了个位数，这是在新冠疫情爆发期间增长最慢的。由于3月份新冠爆发导致需求下降，以及其核心电子商务平台（天猫和淘宝）的物流和供应链中断，收入增长了9%。也就是说，阿里巴巴的销售增长仍然超过了分析师的估计。所以，一旦供应链中断和疫情影响能够得到缓解，那么阿里巴巴的增长将继续加速。宏观来看，与IPO时期相比，阿里巴巴是一家强大得多的公司。具体而言，2018年运营的年度现金流超过了200亿美元的市场关口，并一直保持在这一水平以上。阿里巴巴：运营产生的年度现金流图片来源：","listText":"最近美股跌的太惨了，但是中概股却是异常雄起！其中，阿里巴巴肯定是最具代表性的。国外投资人近期也对阿里表达了自己的投资看法，我们翻译了一下。供大家作为参考。自14年IPO以来，现在的阿里巴巴的股价基本上失去了所有的涨幅。然而，与其股价不同的是，从根本上说，阿里巴巴在多个方面取得了显着进展。最值得注意的是，阿里巴巴已经变成了一个现金流机器，自IPO以来，自由现金流增加了十倍 ，这反过来又导致现金余额飙升，使公司现金变得富有。今年到目前为止，市场虽然处于严重动荡之中，但阿里巴巴的表现有所好转。具体而言，在年初至今的基础上，阿里巴巴“仅仅”下跌了约14%，还是比美股指数表现好很多的。毕竟纳斯达克指数都已经跌了近31%。数据来源： YCharts在我们更详细地说明阿里巴巴自IPO以来取得的实质性进展之前，重要的是要注意以下几点。尽管阿里巴巴已经面临（并可能继续面临）各种宏观和监管方面的逆风，但它仍然是世界领先的品牌之一。根据Kantar BrandZ的数据，阿里巴巴在全球排名前10位，超过了麦当劳（MCD），特斯拉（TSLA），可口可乐（KO）和耐克（NKE）等品牌。这是一项了不起的成就。2021年全球最有价值品牌来源：Visual Capitalist根据最新的财报中，阿里巴巴的财务业绩仍然令人印象深刻，尽管其第四季度收入增长了个位数，这是在新冠疫情爆发期间增长最慢的。由于3月份新冠爆发导致需求下降，以及其核心电子商务平台（天猫和淘宝）的物流和供应链中断，收入增长了9%。也就是说，阿里巴巴的销售增长仍然超过了分析师的估计。所以，一旦供应链中断和疫情影响能够得到缓解，那么阿里巴巴的增长将继续加速。宏观来看，与IPO时期相比，阿里巴巴是一家强大得多的公司。具体而言，2018年运营的年度现金流超过了200亿美元的市场关口，并一直保持在这一水平以上。阿里巴巴：运营产生的年度现金流图片来源：","text":"最近美股跌的太惨了，但是中概股却是异常雄起！其中，阿里巴巴肯定是最具代表性的。国外投资人近期也对阿里表达了自己的投资看法，我们翻译了一下。供大家作为参考。自14年IPO以来，现在的阿里巴巴的股价基本上失去了所有的涨幅。然而，与其股价不同的是，从根本上说，阿里巴巴在多个方面取得了显着进展。最值得注意的是，阿里巴巴已经变成了一个现金流机器，自IPO以来，自由现金流增加了十倍 ，这反过来又导致现金余额飙升，使公司现金变得富有。今年到目前为止，市场虽然处于严重动荡之中，但阿里巴巴的表现有所好转。具体而言，在年初至今的基础上，阿里巴巴“仅仅”下跌了约14%，还是比美股指数表现好很多的。毕竟纳斯达克指数都已经跌了近31%。数据来源： YCharts在我们更详细地说明阿里巴巴自IPO以来取得的实质性进展之前，重要的是要注意以下几点。尽管阿里巴巴已经面临（并可能继续面临）各种宏观和监管方面的逆风，但它仍然是世界领先的品牌之一。根据Kantar BrandZ的数据，阿里巴巴在全球排名前10位，超过了麦当劳（MCD），特斯拉（TSLA），可口可乐（KO）和耐克（NKE）等品牌。这是一项了不起的成就。2021年全球最有价值品牌来源：Visual Capitalist根据最新的财报中，阿里巴巴的财务业绩仍然令人印象深刻，尽管其第四季度收入增长了个位数，这是在新冠疫情爆发期间增长最慢的。由于3月份新冠爆发导致需求下降，以及其核心电子商务平台（天猫和淘宝）的物流和供应链中断，收入增长了9%。也就是说，阿里巴巴的销售增长仍然超过了分析师的估计。所以，一旦供应链中断和疫情影响能够得到缓解，那么阿里巴巴的增长将继续加速。宏观来看，与IPO时期相比，阿里巴巴是一家强大得多的公司。具体而言，2018年运营的年度现金流超过了200亿美元的市场关口，并一直保持在这一水平以上。阿里巴巴：运营产生的年度现金流图片来源：","images":[{"img":"https://static.tigerbbs.com/be9eb63a6f9f7dbfabebe9ff9a553a49","width":"750","height":"500"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689517993","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
