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海_8113
2021-05-04
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@小虎周报:美股周策略:非农如果“爆表”,会给市场带来哪些影响?
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2020-10-07
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2020-09-04
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@赵东承诺:美股暴跌真凶解密;A股跟跌与否来复盘历史数据
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2020-09-03
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@机构有话说:【悬赏】你觉得纳指的回调开始了吗?
海_8113
2020-08-21
京东美团[开心]
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2020-08-21
[开心] [开心] [开心]
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2020-08-21
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2020-08-20
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2020-08-20
[开心] [开心]
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海_8113
2020-08-19
看不懂[呆住]
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2020-08-17
东哥hxd[微笑]
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2020-08-17
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2020-08-17
瞎扯 偷偷建仓会让你知道。。。
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2020-08-16
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@老虎专刊:【老虎周刊】老虎社区一周十大精华文章
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2020-08-14
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2020-08-14
呵呵国药控股
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2020-08-14
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2020-08-14
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@夏夏夏:景林Q2重仓中概重仓电商,大幅买入拼多多中通!
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2020-08-14
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2020-08-14
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@走马财经:刷新美团:确定性和成长性俱佳 重申10年内万亿美金判断
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美股一季报披露进程过半(60%),超预期成为这个季度的关键词。截至上周,标普500成分股的盈利增长已经达到45.8%,大幅超出季报前的23.8%。从成分股来看,有86%的成分股盈利高于预期,也大幅超出过去五年74%的平均水平。 值得一提的是,4月份也是截至目前,美股今年涨幅最大的月份(5%+),这也印证了我们在四月初<a href=\"https://www.laohu8.com/activity/forapp/newsletter/?invite=HE999&share=Wechat#/detail/184?lang=zh_CN&skin=2&platform=ios\" target=\"_blank\">《美股盈利复苏风头正劲,预跑行情或才刚刚开始》20210405</a>中提出的,低基数还有复苏预期下,主要成分股业绩预跑行情或才刚刚开始的判断。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>往前看,Q2随着美国疫苗接种加速推进、疫情限制措施逐渐解除,结合1.9万亿美元财政刺激效果的释放,都有望推动上半年美国经济和企业盈利整体保持修复的趋势。但季报预跑行情,随着季报渐进高峰近期已经开始放缓。<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 二、未来美股行情将如何演绎? 2月初的时候,美债引发的对美股泡沫的猜测牵动市场,不过我们从这段时间美债收益率的下行,还有盈利的上调,至少显示这轮美股的上涨,并没有沿着泡沫化的方向,实际上,如果我们观察PE,也可以看出来美股的估值并没有大幅变化。在盈利大幅上调后,美联储宽松节奏的问题,可","listText":"一、财报季:盈利大超预期,美债收益回落,科技领跑市场 美股一季报披露进程过半(60%),超预期成为这个季度的关键词。截至上周,标普500成分股的盈利增长已经达到45.8%,大幅超出季报前的23.8%。从成分股来看,有86%的成分股盈利高于预期,也大幅超出过去五年74%的平均水平。 值得一提的是,4月份也是截至目前,美股今年涨幅最大的月份(5%+),这也印证了我们在四月初<a href=\"https://www.laohu8.com/activity/forapp/newsletter/?invite=HE999&share=Wechat#/detail/184?lang=zh_CN&skin=2&platform=ios\" target=\"_blank\">《美股盈利复苏风头正劲,预跑行情或才刚刚开始》20210405</a>中提出的,低基数还有复苏预期下,主要成分股业绩预跑行情或才刚刚开始的判断。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>往前看,Q2随着美国疫苗接种加速推进、疫情限制措施逐渐解除,结合1.9万亿美元财政刺激效果的释放,都有望推动上半年美国经济和企业盈利整体保持修复的趋势。但季报预跑行情,随着季报渐进高峰近期已经开始放缓。<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 二、未来美股行情将如何演绎? 2月初的时候,美债引发的对美股泡沫的猜测牵动市场,不过我们从这段时间美债收益率的下行,还有盈利的上调,至少显示这轮美股的上涨,并没有沿着泡沫化的方向,实际上,如果我们观察PE,也可以看出来美股的估值并没有大幅变化。在盈利大幅上调后,美联储宽松节奏的问题,可","text":"一、财报季:盈利大超预期,美债收益回落,科技领跑市场 美股一季报披露进程过半(60%),超预期成为这个季度的关键词。截至上周,标普500成分股的盈利增长已经达到45.8%,大幅超出季报前的23.8%。从成分股来看,有86%的成分股盈利高于预期,也大幅超出过去五年74%的平均水平。 值得一提的是,4月份也是截至目前,美股今年涨幅最大的月份(5%+),这也印证了我们在四月初《美股盈利复苏风头正劲,预跑行情或才刚刚开始》20210405中提出的,低基数还有复苏预期下,主要成分股业绩预跑行情或才刚刚开始的判断。$标普500(.SPX)$往前看,Q2随着美国疫苗接种加速推进、疫情限制措施逐渐解除,结合1.9万亿美元财政刺激效果的释放,都有望推动上半年美国经济和企业盈利整体保持修复的趋势。但季报预跑行情,随着季报渐进高峰近期已经开始放缓。$纳斯达克(.IXIC)$ 二、未来美股行情将如何演绎? 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美国科技股暴跌 美国科技股遭遇重挫,特斯拉跌9%,苹果跌7.93%,其他公司也受到了抛售的冲击,其中芯片生产商英伟达(NvidiaCorp.)下跌了9.3%。一些与经济复苏有关的公司,包括邮轮公司、航空公司和一些零售商,都实现了增长。嘉年华公司(CarnivalCorp.)上涨5.2%,美国联合航空公司(UnitedAirlinesHoldingsInc.)和拉尔夫?劳伦公司(RalphLaurenCorp.)分别上涨1.4%和3.6%。 今年以来特斯拉股价一直都炙手可热,公司年内股价涨幅超过了400%,在过去一年时间里,特斯拉股价累计上涨了近9倍。 不过,在9月的前3天,一直高歌猛进的特斯拉股价遭遇了“滑铁卢”,连续大跌3天,从502.49美元的最高价大跌超100美元,累计最大跌幅近20%,市值缩水超930亿美元。 消息面上,特斯拉迎来多重利空。首先,特斯拉表示,将抛售高达50亿美元的股票。其次,特斯拉最大的外部股东BaillieGifford对公司的持股比例下降至5%以内,此前为6.32%。 实际上,在之前大盘反弹中,科技股一直处于领先地位。至于昨日夜间科技股的暴跌,IndependentAdvisorAlliance首席投资官克里斯?扎卡雷利(ChrisZaccarelli)表示:“在缺乏特定催化剂的情况下,市场很容易将当前的低迷归结为获利回吐。”他指出,市场“最受青睐”的领域——科技、非必需消费品和通讯服务板块的抛售最为严重。 BessemerTrust的投资主管Holly","listText":"隔夜美股遭遇“黑色星期四”,以科技股为主的纳斯达克综合指数下跌近5%,至11458点,创下6月11日以来最大单日百分比跌幅。标普500指数下跌3.5%,至3455点,11个板块全部下跌。道琼斯工业指数下跌808点,至28293点,跌幅2.8%,中断了该指数自2月份以来首次突破29000点的涨势。 美国科技股暴跌 美国科技股遭遇重挫,特斯拉跌9%,苹果跌7.93%,其他公司也受到了抛售的冲击,其中芯片生产商英伟达(NvidiaCorp.)下跌了9.3%。一些与经济复苏有关的公司,包括邮轮公司、航空公司和一些零售商,都实现了增长。嘉年华公司(CarnivalCorp.)上涨5.2%,美国联合航空公司(UnitedAirlinesHoldingsInc.)和拉尔夫?劳伦公司(RalphLaurenCorp.)分别上涨1.4%和3.6%。 今年以来特斯拉股价一直都炙手可热,公司年内股价涨幅超过了400%,在过去一年时间里,特斯拉股价累计上涨了近9倍。 不过,在9月的前3天,一直高歌猛进的特斯拉股价遭遇了“滑铁卢”,连续大跌3天,从502.49美元的最高价大跌超100美元,累计最大跌幅近20%,市值缩水超930亿美元。 消息面上,特斯拉迎来多重利空。首先,特斯拉表示,将抛售高达50亿美元的股票。其次,特斯拉最大的外部股东BaillieGifford对公司的持股比例下降至5%以内,此前为6.32%。 实际上,在之前大盘反弹中,科技股一直处于领先地位。至于昨日夜间科技股的暴跌,IndependentAdvisorAlliance首席投资官克里斯?扎卡雷利(ChrisZaccarelli)表示:“在缺乏特定催化剂的情况下,市场很容易将当前的低迷归结为获利回吐。”他指出,市场“最受青睐”的领域——科技、非必需消费品和通讯服务板块的抛售最为严重。 BessemerTrust的投资主管Holly","text":"隔夜美股遭遇“黑色星期四”,以科技股为主的纳斯达克综合指数下跌近5%,至11458点,创下6月11日以来最大单日百分比跌幅。标普500指数下跌3.5%,至3455点,11个板块全部下跌。道琼斯工业指数下跌808点,至28293点,跌幅2.8%,中断了该指数自2月份以来首次突破29000点的涨势。 美国科技股暴跌 美国科技股遭遇重挫,特斯拉跌9%,苹果跌7.93%,其他公司也受到了抛售的冲击,其中芯片生产商英伟达(NvidiaCorp.)下跌了9.3%。一些与经济复苏有关的公司,包括邮轮公司、航空公司和一些零售商,都实现了增长。嘉年华公司(CarnivalCorp.)上涨5.2%,美国联合航空公司(UnitedAirlinesHoldingsInc.)和拉尔夫?劳伦公司(RalphLaurenCorp.)分别上涨1.4%和3.6%。 今年以来特斯拉股价一直都炙手可热,公司年内股价涨幅超过了400%,在过去一年时间里,特斯拉股价累计上涨了近9倍。 不过,在9月的前3天,一直高歌猛进的特斯拉股价遭遇了“滑铁卢”,连续大跌3天,从502.49美元的最高价大跌超100美元,累计最大跌幅近20%,市值缩水超930亿美元。 消息面上,特斯拉迎来多重利空。首先,特斯拉表示,将抛售高达50亿美元的股票。其次,特斯拉最大的外部股东BaillieGifford对公司的持股比例下降至5%以内,此前为6.32%。 实际上,在之前大盘反弹中,科技股一直处于领先地位。至于昨日夜间科技股的暴跌,IndependentAdvisorAlliance首席投资官克里斯?扎卡雷利(ChrisZaccarelli)表示:“在缺乏特定催化剂的情况下,市场很容易将当前的低迷归结为获利回吐。”他指出,市场“最受青睐”的领域——科技、非必需消费品和通讯服务板块的抛售最为严重。 BessemerTrust的投资主管Holly","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978821052","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978330509,"gmtCreate":1599124299701,"gmtModify":1704221620313,"author":{"id":"3548074060540131","authorId":"3548074060540131","name":"海_8113","avatar":"https://static.tigerbbs.com/488dec472967f6855b4c2fa23b4b08e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548074060540131","idStr":"3548074060540131"},"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/978330509","repostId":"978949670","repostType":1,"repost":{"id":978949670,"gmtCreate":1599116920485,"gmtModify":1704221570082,"author":{"id":"126199392658083","authorId":"126199392658083","name":"机构有话说","avatar":"https://static.tigerbbs.com/d8a79f8da6559cae9d644c1c24d24737","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"126199392658083","idStr":"126199392658083"},"themes":[],"title":"【悬赏】你觉得纳指的回调开始了吗?","htmlText":"周三美元的反弹势头仍在延续,受此影响,黄金一度大跌了1.5%。 但近期一系列数据均显示就业市场持续疲软,包括在过去的22周中,有21周初请失业金人数在100万以上,以及制造业就业数据仍处于荣枯线下方。 同时周三公布的ADP就业数据大幅不及预期,都凸显了本次非农数据可能表现不佳。考虑到近期美联储调整通胀目标时强调将改善就业市场作为主要目标,这意味着如果劳动力市场持续走软,将会更长时间维持宽松。 同时美国不断激增的债务水平和减少的财政收入意味着美联储不得不提高通胀,将债务货币化,从而为实施财政刺激提供空间。 在宽松预期的提振下,大盘始终处于risk on的状态,美股的走高也在挤压黄金的买需。 美国股市标普500指数周三收盘上扬,为10个交易日来第九日收涨,防御型股和价值型股领涨。美联储周三公布的褐皮书显示,截至8月底,美国企业活动温和改善,就业普遍增加,但部分地区经济增长仍然迟滞。 蓝筹股道指向2月12日的纪录高点逼近,仅比这一里程碑水平低1.6%,而以科技股为主的纳斯达克指数周三上涨速度放缓,收盘较危机前高点高出近23%。 尽管从3月低点反弹主要是受美联储提供的支持带动,Ally Invest首席投资策略Lindsey Bell表示,但投资者可能仍在消化美联储上周宣布的新策略,新政策暗示将持续提供支持。 有人担心国债收益率的持续增长对美股造成的威胁。 在美联储的新框架公布之后,美国国债熊市趋陡倾向可能持续,由于曲线大部分仍处于市场控制之下,因此收益率的升高很可能是缓慢的过程。美联储还可能对迅速趋陡保持警觉,担心危及羽翼未丰的经济复苏。 到目前为止,收益率的上升幅度不大,也没有使股市脱轨。然而,无可否认的是,美国股市已经比互联网泡沫时期更加昂贵。威尔逊5000指数总市值相对于美国GDP的比例约为190%,超过了2000年3月的167%。 如果市场指望的复苏功败垂成,经济实际上陷","listText":"周三美元的反弹势头仍在延续,受此影响,黄金一度大跌了1.5%。 但近期一系列数据均显示就业市场持续疲软,包括在过去的22周中,有21周初请失业金人数在100万以上,以及制造业就业数据仍处于荣枯线下方。 同时周三公布的ADP就业数据大幅不及预期,都凸显了本次非农数据可能表现不佳。考虑到近期美联储调整通胀目标时强调将改善就业市场作为主要目标,这意味着如果劳动力市场持续走软,将会更长时间维持宽松。 同时美国不断激增的债务水平和减少的财政收入意味着美联储不得不提高通胀,将债务货币化,从而为实施财政刺激提供空间。 在宽松预期的提振下,大盘始终处于risk on的状态,美股的走高也在挤压黄金的买需。 美国股市标普500指数周三收盘上扬,为10个交易日来第九日收涨,防御型股和价值型股领涨。美联储周三公布的褐皮书显示,截至8月底,美国企业活动温和改善,就业普遍增加,但部分地区经济增长仍然迟滞。 蓝筹股道指向2月12日的纪录高点逼近,仅比这一里程碑水平低1.6%,而以科技股为主的纳斯达克指数周三上涨速度放缓,收盘较危机前高点高出近23%。 尽管从3月低点反弹主要是受美联储提供的支持带动,Ally Invest首席投资策略Lindsey Bell表示,但投资者可能仍在消化美联储上周宣布的新策略,新政策暗示将持续提供支持。 有人担心国债收益率的持续增长对美股造成的威胁。 在美联储的新框架公布之后,美国国债熊市趋陡倾向可能持续,由于曲线大部分仍处于市场控制之下,因此收益率的升高很可能是缓慢的过程。美联储还可能对迅速趋陡保持警觉,担心危及羽翼未丰的经济复苏。 到目前为止,收益率的上升幅度不大,也没有使股市脱轨。然而,无可否认的是,美国股市已经比互联网泡沫时期更加昂贵。威尔逊5000指数总市值相对于美国GDP的比例约为190%,超过了2000年3月的167%。 如果市场指望的复苏功败垂成,经济实际上陷","text":"周三美元的反弹势头仍在延续,受此影响,黄金一度大跌了1.5%。 但近期一系列数据均显示就业市场持续疲软,包括在过去的22周中,有21周初请失业金人数在100万以上,以及制造业就业数据仍处于荣枯线下方。 同时周三公布的ADP就业数据大幅不及预期,都凸显了本次非农数据可能表现不佳。考虑到近期美联储调整通胀目标时强调将改善就业市场作为主要目标,这意味着如果劳动力市场持续走软,将会更长时间维持宽松。 同时美国不断激增的债务水平和减少的财政收入意味着美联储不得不提高通胀,将债务货币化,从而为实施财政刺激提供空间。 在宽松预期的提振下,大盘始终处于risk on的状态,美股的走高也在挤压黄金的买需。 美国股市标普500指数周三收盘上扬,为10个交易日来第九日收涨,防御型股和价值型股领涨。美联储周三公布的褐皮书显示,截至8月底,美国企业活动温和改善,就业普遍增加,但部分地区经济增长仍然迟滞。 蓝筹股道指向2月12日的纪录高点逼近,仅比这一里程碑水平低1.6%,而以科技股为主的纳斯达克指数周三上涨速度放缓,收盘较危机前高点高出近23%。 尽管从3月低点反弹主要是受美联储提供的支持带动,Ally Invest首席投资策略Lindsey Bell表示,但投资者可能仍在消化美联储上周宣布的新策略,新政策暗示将持续提供支持。 有人担心国债收益率的持续增长对美股造成的威胁。 在美联储的新框架公布之后,美国国债熊市趋陡倾向可能持续,由于曲线大部分仍处于市场控制之下,因此收益率的升高很可能是缓慢的过程。美联储还可能对迅速趋陡保持警觉,担心危及羽翼未丰的经济复苏。 到目前为止,收益率的上升幅度不大,也没有使股市脱轨。然而,无可否认的是,美国股市已经比互联网泡沫时期更加昂贵。威尔逊5000指数总市值相对于美国GDP的比例约为190%,超过了2000年3月的167%。 如果市场指望的复苏功败垂成,经济实际上陷","images":[{"img":"https://static.tigerbbs.com/a4f2c8eacaf0d99b4f1d41db968b8581","width":"440","height":"311"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978949670","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979954004,"gmtCreate":1597982698908,"gmtModify":1704217500019,"author":{"id":"3548074060540131","authorId":"3548074060540131","name":"海_8113","avatar":"https://static.tigerbbs.com/488dec472967f6855b4c2fa23b4b08e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548074060540131","idStr":"3548074060540131"},"themes":[],"htmlText":"京东美团[开心] ","listText":"京东美团[开心] 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从资产规模来看,二季度末景林持仓价值35.62亿美元,持股39只。相较于一季度末的22.6亿美元持仓增长近60%,而相较于2019年底的18.47亿美元持仓规模更是近乎翻倍,这意味着上半年景林的美股持仓规模激增超17亿美元(近120亿元)。 首先奉上景林二季度持仓具体: 景林Q2持仓榜单1-8 景林Q2持仓榜单9-16 景林Q2持仓榜单17-24 景林Q2持仓榜单25-32 景林Q2持仓榜单33-39 重仓电商 口味上来看,景林偏爱中概股。中概之中,重仓电商和K12教育。截止二季度末,景林前五大重仓股中三只电商股,持仓比例均超过10%。其中, 第一大重仓股<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,持有305万ADS,仓位占比18.47%,相比上季度减持阿里99万ADS。 第二大重仓股为<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ,持有614万ADS,仓位占比14.79%,相比上季度大举买进216万ADS。 第三大重仓股为<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> ,持有184万股,仓位占比11.75%,相比上季度增持1.75万股。 第四大重仓股<a target=\"_blank\" href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a> ,持有1031万ADS,仓位占比10.63%,相比上季度大举买进948万ADS。 第五大重仓股为","listText":"又到了每季度一次的13F公布浪潮,我们得以有机会看看大佬买了啥。桥水之后,百亿私募景林资产公布了季末持仓。 从资产规模来看,二季度末景林持仓价值35.62亿美元,持股39只。相较于一季度末的22.6亿美元持仓增长近60%,而相较于2019年底的18.47亿美元持仓规模更是近乎翻倍,这意味着上半年景林的美股持仓规模激增超17亿美元(近120亿元)。 首先奉上景林二季度持仓具体: 景林Q2持仓榜单1-8 景林Q2持仓榜单9-16 景林Q2持仓榜单17-24 景林Q2持仓榜单25-32 景林Q2持仓榜单33-39 重仓电商 口味上来看,景林偏爱中概股。中概之中,重仓电商和K12教育。截止二季度末,景林前五大重仓股中三只电商股,持仓比例均超过10%。其中, 第一大重仓股<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> ,持有305万ADS,仓位占比18.47%,相比上季度减持阿里99万ADS。 第二大重仓股为<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> ,持有614万ADS,仓位占比14.79%,相比上季度大举买进216万ADS。 第三大重仓股为<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> ,持有184万股,仓位占比11.75%,相比上季度增持1.75万股。 第四大重仓股<a target=\"_blank\" href=\"https://laohu8.com/S/ZTO\">$中通快递(ZTO)$</a> ,持有1031万ADS,仓位占比10.63%,相比上季度大举买进948万ADS。 第五大重仓股为","text":"又到了每季度一次的13F公布浪潮,我们得以有机会看看大佬买了啥。桥水之后,百亿私募景林资产公布了季末持仓。 从资产规模来看,二季度末景林持仓价值35.62亿美元,持股39只。相较于一季度末的22.6亿美元持仓增长近60%,而相较于2019年底的18.47亿美元持仓规模更是近乎翻倍,这意味着上半年景林的美股持仓规模激增超17亿美元(近120亿元)。 首先奉上景林二季度持仓具体: 景林Q2持仓榜单1-8 景林Q2持仓榜单9-16 景林Q2持仓榜单17-24 景林Q2持仓榜单25-32 景林Q2持仓榜单33-39 重仓电商 口味上来看,景林偏爱中概股。中概之中,重仓电商和K12教育。截止二季度末,景林前五大重仓股中三只电商股,持仓比例均超过10%。其中, 第一大重仓股$阿里巴巴(BABA)$ ,持有305万ADS,仓位占比18.47%,相比上季度减持阿里99万ADS。 第二大重仓股为$拼多多(PDD)$ ,持有614万ADS,仓位占比14.79%,相比上季度大举买进216万ADS。 第三大重仓股为$Facebook(FB)$ ,持有184万股,仓位占比11.75%,相比上季度增持1.75万股。 第四大重仓股$中通快递(ZTO)$ ,持有1031万ADS,仓位占比10.63%,相比上季度大举买进948万ADS。 第五大重仓股为","images":[{"img":"https://static.tigerbbs.com/cb1b2d77aceed40dbc1e9d2c81ee5e24","width":"1874","height":"292"},{"img":"https://static.tigerbbs.com/61997828c85c620a1916623e20590a3a","width":"1874","height":"296"},{"img":"https://static.tigerbbs.com/4de38d085392b3dfdcb3e8d921e467ba","width":"1867","height":"293"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947698899","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947497582,"gmtCreate":1597381757846,"gmtModify":1704215665565,"author":{"id":"3548074060540131","authorId":"3548074060540131","name":"海_8113","avatar":"https://static.tigerbbs.com/488dec472967f6855b4c2fa23b4b08e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548074060540131","idStr":"3548074060540131"},"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/947497582","repostId":"1183404563","repostType":4,"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947407492,"gmtCreate":1597377185116,"gmtModify":1704215650859,"author":{"id":"3548074060540131","authorId":"3548074060540131","name":"海_8113","avatar":"https://static.tigerbbs.com/488dec472967f6855b4c2fa23b4b08e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548074060540131","idStr":"3548074060540131"},"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/947407492","repostId":"944731907","repostType":1,"repost":{"id":944731907,"gmtCreate":1597120306309,"gmtModify":1704214451730,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555926517215344","idStr":"3555926517215344"},"themes":[],"title":"刷新美团:确定性和成长性俱佳 重申10年内万亿美金判断","htmlText":"5月26日,鄙人写过一篇评论:《美团10年内会突破一万亿美金》。在此之前,没有人明确提出过这么“疯狂”的想法。彼时,美团市值刚刚达到1000亿美金。今天,美团市值已经上冲到1700亿美金,离万亿目标还有6倍空间。越来越多的人开始关注这家本地生活服务公司,也越来越多人开始质疑、担心它的股价是不是太高了。在此,我想重申一遍自己的判断,并且再次分析一遍美团的内在价值,希望能够刷新你对美团的认知。美团是什么显然,美团并不是一家外卖公司,或者说远不只是。如果你对他的定位只是一家送外卖的公司,那它的市值就太高太高了。曾经,<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 只是一个团购网站。团购其实是介于信息和交易的中间状态。今天,美团是本地生活入口,是本地生活领域超级平台。是一个有交易闭环能力的平台。众所周知,交易平台价值远高于信息平台。未来,美团将是超级零售交易平台,它会是横跨本地生活服务、同城零售和实物电商的综合入口。随着自动驾驶的必然到来,配送速度会迅速提升,配送成本会极大下降,美团的本地生活服务半径会从今天的5公里左右,拓宽到30公里左右。于用户来说,美团的平台价值会放大数倍,因为更大的服务半径意味着更丰富的商品服务选择,浦东写字楼里的白领可以随时通过美团吃到现采的南汇西瓜。于商户来说,美团的平台价值也会放大数倍,因为更大的服务半径意味着更多的潜在客户。当一个平台在用户和商户两端的价值同时放大,提升的不止是订单量,还有它的入口价值。美团战斗力为什么那么强悍美团给人的感觉是好战的,而且战斗力很强悍。它不是第一个做团购的网站,最终一统团购江湖。它不是第一个做外卖的,最终一统外卖江湖。它不是第一个做酒旅的,又一次做到了酒旅间夜量遥遥领先。","listText":"5月26日,鄙人写过一篇评论:《美团10年内会突破一万亿美金》。在此之前,没有人明确提出过这么“疯狂”的想法。彼时,美团市值刚刚达到1000亿美金。今天,美团市值已经上冲到1700亿美金,离万亿目标还有6倍空间。越来越多的人开始关注这家本地生活服务公司,也越来越多人开始质疑、担心它的股价是不是太高了。在此,我想重申一遍自己的判断,并且再次分析一遍美团的内在价值,希望能够刷新你对美团的认知。美团是什么显然,美团并不是一家外卖公司,或者说远不只是。如果你对他的定位只是一家送外卖的公司,那它的市值就太高太高了。曾经,<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 只是一个团购网站。团购其实是介于信息和交易的中间状态。今天,美团是本地生活入口,是本地生活领域超级平台。是一个有交易闭环能力的平台。众所周知,交易平台价值远高于信息平台。未来,美团将是超级零售交易平台,它会是横跨本地生活服务、同城零售和实物电商的综合入口。随着自动驾驶的必然到来,配送速度会迅速提升,配送成本会极大下降,美团的本地生活服务半径会从今天的5公里左右,拓宽到30公里左右。于用户来说,美团的平台价值会放大数倍,因为更大的服务半径意味着更丰富的商品服务选择,浦东写字楼里的白领可以随时通过美团吃到现采的南汇西瓜。于商户来说,美团的平台价值也会放大数倍,因为更大的服务半径意味着更多的潜在客户。当一个平台在用户和商户两端的价值同时放大,提升的不止是订单量,还有它的入口价值。美团战斗力为什么那么强悍美团给人的感觉是好战的,而且战斗力很强悍。它不是第一个做团购的网站,最终一统团购江湖。它不是第一个做外卖的,最终一统外卖江湖。它不是第一个做酒旅的,又一次做到了酒旅间夜量遥遥领先。","text":"5月26日,鄙人写过一篇评论:《美团10年内会突破一万亿美金》。在此之前,没有人明确提出过这么“疯狂”的想法。彼时,美团市值刚刚达到1000亿美金。今天,美团市值已经上冲到1700亿美金,离万亿目标还有6倍空间。越来越多的人开始关注这家本地生活服务公司,也越来越多人开始质疑、担心它的股价是不是太高了。在此,我想重申一遍自己的判断,并且再次分析一遍美团的内在价值,希望能够刷新你对美团的认知。美团是什么显然,美团并不是一家外卖公司,或者说远不只是。如果你对他的定位只是一家送外卖的公司,那它的市值就太高太高了。曾经,$美团点评-W(03690)$ 只是一个团购网站。团购其实是介于信息和交易的中间状态。今天,美团是本地生活入口,是本地生活领域超级平台。是一个有交易闭环能力的平台。众所周知,交易平台价值远高于信息平台。未来,美团将是超级零售交易平台,它会是横跨本地生活服务、同城零售和实物电商的综合入口。随着自动驾驶的必然到来,配送速度会迅速提升,配送成本会极大下降,美团的本地生活服务半径会从今天的5公里左右,拓宽到30公里左右。于用户来说,美团的平台价值会放大数倍,因为更大的服务半径意味着更丰富的商品服务选择,浦东写字楼里的白领可以随时通过美团吃到现采的南汇西瓜。于商户来说,美团的平台价值也会放大数倍,因为更大的服务半径意味着更多的潜在客户。当一个平台在用户和商户两端的价值同时放大,提升的不止是订单量,还有它的入口价值。美团战斗力为什么那么强悍美团给人的感觉是好战的,而且战斗力很强悍。它不是第一个做团购的网站,最终一统团购江湖。它不是第一个做外卖的,最终一统外卖江湖。它不是第一个做酒旅的,又一次做到了酒旅间夜量遥遥领先。","images":[{"img":"https://static.tigerbbs.com/5068e8afc6386acffb3cd1b017c21c7b","width":"688","height":"1376"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944731907","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":941643436,"gmtCreate":1594901211325,"gmtModify":1704207345927,"author":{"id":"3548074060540131","authorId":"3548074060540131","name":"海_8113","avatar":"https://static.tigerbbs.com/488dec472967f6855b4c2fa23b4b08e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548074060540131","authorIdStr":"3548074060540131"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a>坐等大跳水 315点名了[开心] ","listText":"<a href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a>坐等大跳水 315点名了[开心] ","text":"$趣头条(QTT)$坐等大跳水 315点名了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941643436","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924838406,"gmtCreate":1588268730805,"gmtModify":1704367233513,"author":{"id":"3548074060540131","authorId":"3548074060540131","name":"海_8113","avatar":"https://static.tigerbbs.com/488dec472967f6855b4c2fa23b4b08e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548074060540131","authorIdStr":"3548074060540131"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$ </a>为什么跌这么厉害","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$ </a>为什么跌这么厉害","text":"$A50指数主连(CNmain)$ 为什么跌这么厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/924838406","isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978846985,"gmtCreate":1599197658247,"gmtModify":1704221965612,"author":{"id":"3548074060540131","authorId":"3548074060540131","name":"海_8113","avatar":"https://static.tigerbbs.com/488dec472967f6855b4c2fa23b4b08e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548074060540131","authorIdStr":"3548074060540131"},"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":1,"repostSize":0,"link":"https://laohu8.com/post/978846985","repostId":"978821052","repostType":1,"repost":{"id":978821052,"gmtCreate":1599189331469,"gmtModify":1704221934011,"author":{"id":"3479274682867444","authorId":"3479274682867444","name":"赵东承诺","avatar":"https://static.laohu8.com/picture1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274682867444","authorIdStr":"3479274682867444"},"themes":[],"title":"美股暴跌真凶解密;A股跟跌与否来复盘历史数据","htmlText":"隔夜美股遭遇“黑色星期四”,以科技股为主的纳斯达克综合指数下跌近5%,至11458点,创下6月11日以来最大单日百分比跌幅。标普500指数下跌3.5%,至3455点,11个板块全部下跌。道琼斯工业指数下跌808点,至28293点,跌幅2.8%,中断了该指数自2月份以来首次突破29000点的涨势。 美国科技股暴跌 美国科技股遭遇重挫,特斯拉跌9%,苹果跌7.93%,其他公司也受到了抛售的冲击,其中芯片生产商英伟达(NvidiaCorp.)下跌了9.3%。一些与经济复苏有关的公司,包括邮轮公司、航空公司和一些零售商,都实现了增长。嘉年华公司(CarnivalCorp.)上涨5.2%,美国联合航空公司(UnitedAirlinesHoldingsInc.)和拉尔夫?劳伦公司(RalphLaurenCorp.)分别上涨1.4%和3.6%。 今年以来特斯拉股价一直都炙手可热,公司年内股价涨幅超过了400%,在过去一年时间里,特斯拉股价累计上涨了近9倍。 不过,在9月的前3天,一直高歌猛进的特斯拉股价遭遇了“滑铁卢”,连续大跌3天,从502.49美元的最高价大跌超100美元,累计最大跌幅近20%,市值缩水超930亿美元。 消息面上,特斯拉迎来多重利空。首先,特斯拉表示,将抛售高达50亿美元的股票。其次,特斯拉最大的外部股东BaillieGifford对公司的持股比例下降至5%以内,此前为6.32%。 实际上,在之前大盘反弹中,科技股一直处于领先地位。至于昨日夜间科技股的暴跌,IndependentAdvisorAlliance首席投资官克里斯?扎卡雷利(ChrisZaccarelli)表示:“在缺乏特定催化剂的情况下,市场很容易将当前的低迷归结为获利回吐。”他指出,市场“最受青睐”的领域——科技、非必需消费品和通讯服务板块的抛售最为严重。 BessemerTrust的投资主管Holly","listText":"隔夜美股遭遇“黑色星期四”,以科技股为主的纳斯达克综合指数下跌近5%,至11458点,创下6月11日以来最大单日百分比跌幅。标普500指数下跌3.5%,至3455点,11个板块全部下跌。道琼斯工业指数下跌808点,至28293点,跌幅2.8%,中断了该指数自2月份以来首次突破29000点的涨势。 美国科技股暴跌 美国科技股遭遇重挫,特斯拉跌9%,苹果跌7.93%,其他公司也受到了抛售的冲击,其中芯片生产商英伟达(NvidiaCorp.)下跌了9.3%。一些与经济复苏有关的公司,包括邮轮公司、航空公司和一些零售商,都实现了增长。嘉年华公司(CarnivalCorp.)上涨5.2%,美国联合航空公司(UnitedAirlinesHoldingsInc.)和拉尔夫?劳伦公司(RalphLaurenCorp.)分别上涨1.4%和3.6%。 今年以来特斯拉股价一直都炙手可热,公司年内股价涨幅超过了400%,在过去一年时间里,特斯拉股价累计上涨了近9倍。 不过,在9月的前3天,一直高歌猛进的特斯拉股价遭遇了“滑铁卢”,连续大跌3天,从502.49美元的最高价大跌超100美元,累计最大跌幅近20%,市值缩水超930亿美元。 消息面上,特斯拉迎来多重利空。首先,特斯拉表示,将抛售高达50亿美元的股票。其次,特斯拉最大的外部股东BaillieGifford对公司的持股比例下降至5%以内,此前为6.32%。 实际上,在之前大盘反弹中,科技股一直处于领先地位。至于昨日夜间科技股的暴跌,IndependentAdvisorAlliance首席投资官克里斯?扎卡雷利(ChrisZaccarelli)表示:“在缺乏特定催化剂的情况下,市场很容易将当前的低迷归结为获利回吐。”他指出,市场“最受青睐”的领域——科技、非必需消费品和通讯服务板块的抛售最为严重。 BessemerTrust的投资主管Holly","text":"隔夜美股遭遇“黑色星期四”,以科技股为主的纳斯达克综合指数下跌近5%,至11458点,创下6月11日以来最大单日百分比跌幅。标普500指数下跌3.5%,至3455点,11个板块全部下跌。道琼斯工业指数下跌808点,至28293点,跌幅2.8%,中断了该指数自2月份以来首次突破29000点的涨势。 美国科技股暴跌 美国科技股遭遇重挫,特斯拉跌9%,苹果跌7.93%,其他公司也受到了抛售的冲击,其中芯片生产商英伟达(NvidiaCorp.)下跌了9.3%。一些与经济复苏有关的公司,包括邮轮公司、航空公司和一些零售商,都实现了增长。嘉年华公司(CarnivalCorp.)上涨5.2%,美国联合航空公司(UnitedAirlinesHoldingsInc.)和拉尔夫?劳伦公司(RalphLaurenCorp.)分别上涨1.4%和3.6%。 今年以来特斯拉股价一直都炙手可热,公司年内股价涨幅超过了400%,在过去一年时间里,特斯拉股价累计上涨了近9倍。 不过,在9月的前3天,一直高歌猛进的特斯拉股价遭遇了“滑铁卢”,连续大跌3天,从502.49美元的最高价大跌超100美元,累计最大跌幅近20%,市值缩水超930亿美元。 消息面上,特斯拉迎来多重利空。首先,特斯拉表示,将抛售高达50亿美元的股票。其次,特斯拉最大的外部股东BaillieGifford对公司的持股比例下降至5%以内,此前为6.32%。 实际上,在之前大盘反弹中,科技股一直处于领先地位。至于昨日夜间科技股的暴跌,IndependentAdvisorAlliance首席投资官克里斯?扎卡雷利(ChrisZaccarelli)表示:“在缺乏特定催化剂的情况下,市场很容易将当前的低迷归结为获利回吐。”他指出,市场“最受青睐”的领域——科技、非必需消费品和通讯服务板块的抛售最为严重。 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货哪里来的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/948814078","repostId":"1124387055","repostType":4,"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507337290644401","authorId":"3507337290644401","name":"phil888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3507337290644401","authorIdStr":"3507337290644401"},"content":"二手特斯拉也是真的特斯拉啊,库存处理特斯拉也是真实的特斯拉啊。来路多的很,但肯定不会是特斯拉的新车。","text":"二手特斯拉也是真的特斯拉啊,库存处理特斯拉也是真实的特斯拉啊。来路多的很,但肯定不会是特斯拉的新车。","html":"二手特斯拉也是真的特斯拉啊,库存处理特斯拉也是真实的特斯拉啊。来路多的很,但肯定不会是特斯拉的新车。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927416135,"gmtCreate":1588949826127,"gmtModify":1704179056132,"author":{"id":"3548074060540131","authorId":"3548074060540131","name":"海_8113","avatar":"https://static.tigerbbs.com/488dec472967f6855b4c2fa23b4b08e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548074060540131","authorIdStr":"3548074060540131"},"themes":[],"htmlText":"当大家都觉得美股会涨,那就该跑了[开心] 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同时美国不断激增的债务水平和减少的财政收入意味着美联储不得不提高通胀,将债务货币化,从而为实施财政刺激提供空间。 在宽松预期的提振下,大盘始终处于risk on的状态,美股的走高也在挤压黄金的买需。 美国股市标普500指数周三收盘上扬,为10个交易日来第九日收涨,防御型股和价值型股领涨。美联储周三公布的褐皮书显示,截至8月底,美国企业活动温和改善,就业普遍增加,但部分地区经济增长仍然迟滞。 蓝筹股道指向2月12日的纪录高点逼近,仅比这一里程碑水平低1.6%,而以科技股为主的纳斯达克指数周三上涨速度放缓,收盘较危机前高点高出近23%。 尽管从3月低点反弹主要是受美联储提供的支持带动,Ally Invest首席投资策略Lindsey Bell表示,但投资者可能仍在消化美联储上周宣布的新策略,新政策暗示将持续提供支持。 有人担心国债收益率的持续增长对美股造成的威胁。 在美联储的新框架公布之后,美国国债熊市趋陡倾向可能持续,由于曲线大部分仍处于市场控制之下,因此收益率的升高很可能是缓慢的过程。美联储还可能对迅速趋陡保持警觉,担心危及羽翼未丰的经济复苏。 到目前为止,收益率的上升幅度不大,也没有使股市脱轨。然而,无可否认的是,美国股市已经比互联网泡沫时期更加昂贵。威尔逊5000指数总市值相对于美国GDP的比例约为190%,超过了2000年3月的167%。 如果市场指望的复苏功败垂成,经济实际上陷","text":"周三美元的反弹势头仍在延续,受此影响,黄金一度大跌了1.5%。 但近期一系列数据均显示就业市场持续疲软,包括在过去的22周中,有21周初请失业金人数在100万以上,以及制造业就业数据仍处于荣枯线下方。 同时周三公布的ADP就业数据大幅不及预期,都凸显了本次非农数据可能表现不佳。考虑到近期美联储调整通胀目标时强调将改善就业市场作为主要目标,这意味着如果劳动力市场持续走软,将会更长时间维持宽松。 同时美国不断激增的债务水平和减少的财政收入意味着美联储不得不提高通胀,将债务货币化,从而为实施财政刺激提供空间。 在宽松预期的提振下,大盘始终处于risk on的状态,美股的走高也在挤压黄金的买需。 美国股市标普500指数周三收盘上扬,为10个交易日来第九日收涨,防御型股和价值型股领涨。美联储周三公布的褐皮书显示,截至8月底,美国企业活动温和改善,就业普遍增加,但部分地区经济增长仍然迟滞。 蓝筹股道指向2月12日的纪录高点逼近,仅比这一里程碑水平低1.6%,而以科技股为主的纳斯达克指数周三上涨速度放缓,收盘较危机前高点高出近23%。 尽管从3月低点反弹主要是受美联储提供的支持带动,Ally Invest首席投资策略Lindsey Bell表示,但投资者可能仍在消化美联储上周宣布的新策略,新政策暗示将持续提供支持。 有人担心国债收益率的持续增长对美股造成的威胁。 在美联储的新框架公布之后,美国国债熊市趋陡倾向可能持续,由于曲线大部分仍处于市场控制之下,因此收益率的升高很可能是缓慢的过程。美联储还可能对迅速趋陡保持警觉,担心危及羽翼未丰的经济复苏。 到目前为止,收益率的上升幅度不大,也没有使股市脱轨。然而,无可否认的是,美国股市已经比互联网泡沫时期更加昂贵。威尔逊5000指数总市值相对于美国GDP的比例约为190%,超过了2000年3月的167%。 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“老虎周刊”精选老虎社区虎友们一周精华写作,希望成为您投资路上的好伙伴。 您也可以关注感兴趣的文章作者,第一时间follow他们的最新见解。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: <a href=\"https://laohu8.com/TW/947317752\" target=\"_blank\">在美30年资深基金管理人:谈TikTok,及中美摩擦下的投资</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3520134464145345\">@锐问</a> “炒股有两种人,一种是爱钱不爱股票,这种最好不要炒,因为你不会去研究学习,迟早都是要输光的;另外一种人,是既爱钱,也爱股票。怎么说呢,乐在其中非常重要。”——郭亚夫 郭亚夫先生1991年来到美国,当时中国资本市场还没有建立,他在美国获得物理硕士学位,同时也是中国大陆来美国留学生中,最早的一批金融硕士之一。 1995年,郭进入华尔街,开始从事操盘手、对冲基金经理等工作。2000年,成立纽约天骄基金管理公司,为高净值个人及投资机构提供专户投资管理和咨询服务。2016年,出版《股市合力投资法》一书,向大众分享自己的投资心得。 <a href=\"https://laohu8.com/TW/944231415\" target=\"_blank\">写给空头们的一封情书:关于做空交易的若干小建议</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> 有人说,我看空跟谁学,发了很多看空文章,是助纣为虐的行为。这话乍听很刺耳,有点类似卖火柴的小女孩死了,你去声讨——丧尽天良啊,这tm是谁发明了火柴?;但仔细一想,","listText":"大家好,这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望成为您投资路上的好伙伴。 您也可以关注感兴趣的文章作者,第一时间follow他们的最新见解。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: <a href=\"https://laohu8.com/TW/947317752\" target=\"_blank\">在美30年资深基金管理人:谈TikTok,及中美摩擦下的投资</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3520134464145345\">@锐问</a> “炒股有两种人,一种是爱钱不爱股票,这种最好不要炒,因为你不会去研究学习,迟早都是要输光的;另外一种人,是既爱钱,也爱股票。怎么说呢,乐在其中非常重要。”——郭亚夫 郭亚夫先生1991年来到美国,当时中国资本市场还没有建立,他在美国获得物理硕士学位,同时也是中国大陆来美国留学生中,最早的一批金融硕士之一。 1995年,郭进入华尔街,开始从事操盘手、对冲基金经理等工作。2000年,成立纽约天骄基金管理公司,为高净值个人及投资机构提供专户投资管理和咨询服务。2016年,出版《股市合力投资法》一书,向大众分享自己的投资心得。 <a href=\"https://laohu8.com/TW/944231415\" target=\"_blank\">写给空头们的一封情书:关于做空交易的若干小建议</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> 有人说,我看空跟谁学,发了很多看空文章,是助纣为虐的行为。这话乍听很刺耳,有点类似卖火柴的小女孩死了,你去声讨——丧尽天良啊,这tm是谁发明了火柴?;但仔细一想,","text":"大家好,这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望成为您投资路上的好伙伴。 您也可以关注感兴趣的文章作者,第一时间follow他们的最新见解。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: 在美30年资深基金管理人:谈TikTok,及中美摩擦下的投资 发布者:@锐问 “炒股有两种人,一种是爱钱不爱股票,这种最好不要炒,因为你不会去研究学习,迟早都是要输光的;另外一种人,是既爱钱,也爱股票。怎么说呢,乐在其中非常重要。”——郭亚夫 郭亚夫先生1991年来到美国,当时中国资本市场还没有建立,他在美国获得物理硕士学位,同时也是中国大陆来美国留学生中,最早的一批金融硕士之一。 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