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纽约华人雷只做啊甘投资法
山顶独苗(韭菜)
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纽约华人雷只做啊甘投资法
2021-08-20
不是腾讯,阿里不行.而是中国内地政策太多干预市场.这就是总结.这样的发表你敢吗?
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纽约华人雷只做啊甘投资法
2021-08-18
想多了吧,家长不上班?就算全职母亲一个人教育.那父亲一份收入够生活吗?孩子还是基本上都是长辈戴.长辈的思想说人话你认为能跟的上时代的步伐?还是学后班靠谱.就算在里不读书也起码有小伙伴一起玩耍.也算给孩子一个快乐的时光.可惜我不是中国领导.还不然也不会出现今天的局面.
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纽约华人雷只做啊甘投资法
2021-08-17
他们还真不怕中国政策?
“聪明钱”逃离中概股?13F文件告诉你:中概股“真香”
纽约华人雷只做啊甘投资法
2021-08-04
原本暑假去补习的.还好政策改变暑假可以自由的玩耍游戏了.现在又搞了这一套难道要我去少林寺学功夫吗?看了网上那些功夫打假视频.现在又生无可恋了!
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纽约华人雷只做啊甘投资法
2021-07-30
我在抄底!
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纽约华人雷只做啊甘投资法
2021-07-28
说简单点就是中国金融政策不行.
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纽约华人雷只做啊甘投资法
2021-07-27
$新东方(EDU)$
现在唯一的出路就是实体店面改成网吧和电子室.全面发展电子竞技.老师可以直播各种游戏的套路.
纽约华人雷只做啊甘投资法
2021-07-24
$好未来(TAL)$
体现你爱国的时候到了.别嘴巴说说爱国.真金白银干的时候不行动.国外有wsb.中国有jqy
纽约华人雷只做啊甘投资法
2021-07-11
啊甘投资法的创始人都连续7年战胜巴菲特收益率!
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纽约华人雷只做啊甘投资法
2021-07-10
$ContextLogic Inc.(WISH)$
什么时候运费下调什么时候才好用.而且东西质量比淘宝还差.我现在都是用淘宝买货.然后用国外的拼拼侠转运.算起来总和也没比wish贵.而且质量有保障!总结:不值得下载的app!
纽约华人雷只做啊甘投资法
2021-07-01
$滴滴(DIDI)$
啊甘投资法越跌越买
纽约华人雷只做啊甘投资法
2021-06-29
讲的好比中国足球一样牛.实际呢?
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纽约华人雷只做啊甘投资法
2021-06-25
不好玩这个软件
Soul上市突然暂缓:并非是因民事诉讼,或是有重大战略合作
纽约华人雷只做啊甘投资法
2021-05-04
会的.我会一直遵守啊甘投资法.
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纽约华人雷只做啊甘投资法
2021-04-25
和我的啊甘投资法差不多!
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纽约华人雷只做啊甘投资法
2021-04-20
这文章2018年好像见过!2020年3月份改版过!
警报拉响!美股牛市已高处不胜寒?
纽约华人雷只做啊甘投资法
2021-04-13
竟然有老虎账户的朋友为什么还在精力花在研究一个国家都不在乎的A股市场里呢.好比足球!
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纽约华人雷只做啊甘投资法
2021-04-02
如果说乔布斯是刘备.库克决定不是关羽就是张飞.江山还是靠你打下来的.最牛的市场策划销售人!
苹果公司创立45周年!库克内部信中再次追忆乔布斯
纽约华人雷只做啊甘投资法
2021-03-29
回调中我的持仓比例稳稳的打败了她.下次有空可以采访我.
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纽约华人雷只做啊甘投资法
2021-03-24
$RLX科技(RLX)$
我在美国问了很多人rlx是什么没人知道.我在中国问了很多人juul是什么.人家说电子烟.这就是市场.
去老虎APP查看更多动态
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17:45","market":"us","language":"zh","title":"“聪明钱”逃离中概股?13F文件告诉你:中概股“真香”","url":"https://stock-news.laohu8.com/highlight/detail?id=1172278485","media":"英为财情","summary":"每个季度一公布的13F文件,是华尔街投资者最关注的文件之一。","content":"<p>每个季度一公布的13F文件,是华尔街投资者最关注的文件之一。</p>\n<p>所谓13F文件,是由管理1亿美元以上的股权资产机构向美国证券交易委员会(SEC)披露的,该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。</p>\n<p>也就是说,通过13F文件,投资者不仅可以看到华尔街最权威投资机构的持仓情况,还可以看到各大明星股被投资的情况。某种程度上,投资者还可以“抄作业”,在不用支付管理费的情况下,获得最佳的投资组合选股“建议”。</p>\n<p>最新的一个季度的13F文件又开始陆续公布了,这一期的13F文件,让我们最好奇的是,在经历了动荡的一个季度以后,在美国上市的中国科技股们,是否已经被华尔街抛弃了?数据或许最可以说明问题。</p>\n<p><b>中概股的忐忑一季</b></p>\n<p>一则“木头姐几乎清仓所有中概股”的消息点燃市场,一时间,人们对于中概股的信心跌至谷底,而这也并不是空穴来风。</p>\n<p>来自中美两国的监管压力都在加大,一方面,在美上市中国科技公司的退市压力是真实存在的,与此同时,原计划赴美IPO的中国企业也开启了撤回潮。另一方面,中国国内的监管也日趋严格,无论是在科技行业,还是在教培行业,都引发了巨震。</p>\n<p>不仅是“木头姐”的基金,二季度,持有大量中概股ADR的ETF Invesco Golden Dragon China ETF (NASDAQ:PGJ)下跌25%,与此同时,MSCI中国指数也下跌了近13%。“聪明钱”似乎在纷纷离场中概股?</p>\n<p><img src=\"https://static.tigerbbs.com/1463a47729fb591e2a8c1e06c4e810fb\" tg-width=\"753\" tg-height=\"726\" referrerpolicy=\"no-referrer\">(PGJ周线图来自英为财情Investing.com)</p>\n<p>但是,也有市场分析认为,目前对于中概股的看法过于悲观,一些中概股仍然拥有坚实的基本面,市场接下来仍有变向的可能。</p>\n<p><b>各大投行用13F文件告诉你,中概股“真香”</b></p>\n<p>根据最近陆续公布的各大投行机构的13F文件显示,并非所有的投行都在离中概股远去,相反,一些知名投行正在逢低布局。</p>\n<p>其中,最广为人知的就是,<a href=\"https://laohu8.com/S/GS\">高盛</a> (NYSE:GS)在二季度大举买入了587万股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> (NYSE:BABA)股票,目前这只知名中概股已经成为了该行的第五大持仓股,占其投资组合比例的1.55%,而且,不仅买入阿里巴巴股票,高盛还同时持有该股的看涨期权。</p>\n<p><img src=\"https://static.tigerbbs.com/a68000528b4b6c67457363f0d7910dc5\" tg-width=\"727\" tg-height=\"737\" referrerpolicy=\"no-referrer\">(阿里巴巴周线图来自英为财情Investing.com)</p>\n<p>与此同时,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>也买入了阿里巴巴(BABA)的看涨期权。此外,投资管理公司Primecap也在二季度增持阿里巴巴。</p>\n<p>除了阿里巴巴,投行同时也在关注其他中概股。比如中国线上招聘平台<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a> (NASDAQ:BZ),目前小摩对其持股总市值约为1.22亿美元;此外,在<a href=\"https://laohu8.com/S/C\">花旗</a>公布的13F报告之中,也出现了BOSS直聘的身影,老虎<a href=\"https://laohu8.com/S/601099\">太平洋</a>基金(TPC)第二季度也建仓了BOSS 直聘。</p>\n<p>摩根大通同时还买入了内地最大的网约车平台<a href=\"https://laohu8.com/S/DIDI\">滴滴</a> (NYSE:DIDI),目前持仓市值约3.58亿美元。</p>\n<p>另外,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a> (NASDAQ:IQ)、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a> (HK:9626)等中国视频网站也被资本看好,包括<a href=\"https://laohu8.com/S/BLK\">贝莱德</a> (NYSE:BLK)、先锋领航、老虎太平洋基金(TPC)等资本都加仓了这两家视频平台公司。其中,先锋领航二季度增持哔哩哔哩公司312.9万股,期末总市值达10.6亿美元,加仓爱奇艺128万股。</p>","source":"ywcq","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>“聪明钱”逃离中概股?13F文件告诉你:中概股“真香”</title>\n<style 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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“聪明钱”逃离中概股?13F文件告诉你:中概股“真香”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 17:45 北京时间 <a href=https://cn.investing.com/analysis/article-200466687><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每个季度一公布的13F文件,是华尔街投资者最关注的文件之一。\n所谓13F文件,是由管理1亿美元以上的股权资产机构向美国证券交易委员会(SEC)披露的,该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说,通过13F文件,投资者不仅可以看到华尔街最权威投资机构的持仓情况,还可以看到各大明星股被投资的情况。某种程度上,投资者还可以“...</p>\n\n<a href=\"https://cn.investing.com/analysis/article-200466687\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/32f76f2b955be371110b877bebef37ba","relate_stocks":{"513050":"中概互联网ETF"},"source_url":"https://cn.investing.com/analysis/article-200466687","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172278485","content_text":"每个季度一公布的13F文件,是华尔街投资者最关注的文件之一。\n所谓13F文件,是由管理1亿美元以上的股权资产机构向美国证券交易委员会(SEC)披露的,该机构持有美国股权的情况以及资金的有关去向。需要提交13F文件的机构包括对冲基金、信托公司、养老金、保险公司等。\n也就是说,通过13F文件,投资者不仅可以看到华尔街最权威投资机构的持仓情况,还可以看到各大明星股被投资的情况。某种程度上,投资者还可以“抄作业”,在不用支付管理费的情况下,获得最佳的投资组合选股“建议”。\n最新的一个季度的13F文件又开始陆续公布了,这一期的13F文件,让我们最好奇的是,在经历了动荡的一个季度以后,在美国上市的中国科技股们,是否已经被华尔街抛弃了?数据或许最可以说明问题。\n中概股的忐忑一季\n一则“木头姐几乎清仓所有中概股”的消息点燃市场,一时间,人们对于中概股的信心跌至谷底,而这也并不是空穴来风。\n来自中美两国的监管压力都在加大,一方面,在美上市中国科技公司的退市压力是真实存在的,与此同时,原计划赴美IPO的中国企业也开启了撤回潮。另一方面,中国国内的监管也日趋严格,无论是在科技行业,还是在教培行业,都引发了巨震。\n不仅是“木头姐”的基金,二季度,持有大量中概股ADR的ETF 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href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>啊甘投资法越跌越买","text":"$滴滴(DIDI)$啊甘投资法越跌越买","images":[{"img":"https://static.tigerbbs.com/3e7708e4530393f9cf647828467a18da","width":"1242","height":"1511"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/151603285","isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574555680129584","authorId":"3574555680129584","name":"广东深圳彭于晏","avatar":"https://static.tigerbbs.com/d6311a9c8565d5a21fa8377ae48a47b2","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3574555680129584","idStr":"3574555680129584"},"content":"买一次你手续费多少美金啊","text":"买一次你手续费多少美金啊","html":"买一次你手续费多少美金啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":159802772,"gmtCreate":1624953819096,"gmtModify":1624953819096,"author":{"id":"3549480766038176","authorId":"3549480766038176","name":"纽约华人雷只做啊甘投资法","avatar":"https://static.tigerbbs.com/c1a8428715fa0fedab828700a8f47240","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549480766038176","idStr":"3549480766038176"},"themes":[],"htmlText":"讲的好比中国足球一样牛.实际呢?","listText":"讲的好比中国足球一样牛.实际呢?","text":"讲的好比中国足球一样牛.实际呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159802772","repostId":"1153648598","repostType":4,"isVote":1,"tweetType":1,"viewCount":1482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122191770,"gmtCreate":1624601975290,"gmtModify":1624601975290,"author":{"id":"3549480766038176","authorId":"3549480766038176","name":"纽约华人雷只做啊甘投资法","avatar":"https://static.tigerbbs.com/c1a8428715fa0fedab828700a8f47240","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549480766038176","idStr":"3549480766038176"},"themes":[],"htmlText":"不好玩这个软件","listText":"不好玩这个软件","text":"不好玩这个软件","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122191770","repostId":"1141258220","repostType":4,"repost":{"id":"1141258220","kind":"news","weMediaInfo":{"introduction":"欢迎收听雷帝触网,雷帝触网是中国最多产的互联网科技自媒体,内容中立,快、准、狠,其由资深媒体人雷建平创办,雷建平是今日头条签约作家,也入驻了一点资讯、搜狐、网易等平台。","home_visible":1,"media_name":"雷递","id":"52","head_image":"https://static.tigerbbs.com/f45a6cbcc8ec48a7a2f52177324d0c16"},"pubTimestamp":1624600130,"share":"https://www.laohu8.com/m/news/1141258220?lang=&edition=full","pubTime":"2021-06-25 13:48","market":"us","language":"zh","title":"Soul上市突然暂缓:并非是因民事诉讼,或是有重大战略合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1141258220","media":"雷递","summary":"原计划24日在美国纳斯达克上市的社交软件Soul前一天突然暂停IPO。Soul称,经过慎重思考,管理层先暂停IPO的定价流程。大股东腾讯也支持这一决定。\n一时间,外界猜测纷纷,甚至有人猜测称,这可能是","content":"<p>原计划24日在美国纳斯达克上市的社交软件Soul前一天突然暂停IPO。Soul称,经过慎重思考,管理层先暂停IPO的定价流程。大股东腾讯也支持这一决定。</p>\n<p>一时间,外界猜测纷纷,甚至有人猜测称,这可能是与同行的民事诉讼导致的IPO暂停。</p>\n<p>不过,有分析认为,IPO进程中有民事诉讼的公司不是个例,同行之前所发的声明原文已经删除,这当中是否存在诽谤,只能交给法律了。</p>\n<p>作为“社交元宇宙第一股”,Soul其实是受到了资本市场热情的追捧,Soul原计划募资2亿美元,截止暂停前,已经募资超过30亿美元。</p>\n<p>但在临门一脚,有新的股东提出除了从资本层面合作外,希望未来在战略合作上能强强联手,大股东腾讯对于这个选项也表现出极强的兴趣,高度赞同这个决定。</p>\n<p>能让Soul在30亿美金面前宣布暂停定价,那这个合作就不一般。据透露,这个战略合作预计将在未来一个月内对外公布。</p>\n<p><img src=\"https://static.tigerbbs.com/eb6c74eccbbe71d8b1a40d5935564ff2\" tg-width=\"690\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p>\n<p>据悉,Soul是一家算法驱动社交游乐园,愿景是持续打造年轻人的社交元宇宙。</p>\n<p>Soul此次IPO本来还获米哈游8900万美元私募配售。另外,意向投资者包括Janus Henderson inverstors和博裕资本合计表达8000万美元认购意愿。</p>\n<p>以发行价计算,Soul估值近20亿美元。</p>","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>Soul上市突然暂缓:并非是因民事诉讼,或是有重大战略合作</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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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\">\nSoul上市突然暂缓:并非是因民事诉讼,或是有重大战略合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/52\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f45a6cbcc8ec48a7a2f52177324d0c16);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷递 </p>\n<p class=\"h-time\">2021-06-25 13:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>原计划24日在美国纳斯达克上市的社交软件Soul前一天突然暂停IPO。Soul称,经过慎重思考,管理层先暂停IPO的定价流程。大股东腾讯也支持这一决定。</p>\n<p>一时间,外界猜测纷纷,甚至有人猜测称,这可能是与同行的民事诉讼导致的IPO暂停。</p>\n<p>不过,有分析认为,IPO进程中有民事诉讼的公司不是个例,同行之前所发的声明原文已经删除,这当中是否存在诽谤,只能交给法律了。</p>\n<p>作为“社交元宇宙第一股”,Soul其实是受到了资本市场热情的追捧,Soul原计划募资2亿美元,截止暂停前,已经募资超过30亿美元。</p>\n<p>但在临门一脚,有新的股东提出除了从资本层面合作外,希望未来在战略合作上能强强联手,大股东腾讯对于这个选项也表现出极强的兴趣,高度赞同这个决定。</p>\n<p>能让Soul在30亿美金面前宣布暂停定价,那这个合作就不一般。据透露,这个战略合作预计将在未来一个月内对外公布。</p>\n<p><img src=\"https://static.tigerbbs.com/eb6c74eccbbe71d8b1a40d5935564ff2\" tg-width=\"690\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p>\n<p>据悉,Soul是一家算法驱动社交游乐园,愿景是持续打造年轻人的社交元宇宙。</p>\n<p>Soul此次IPO本来还获米哈游8900万美元私募配售。另外,意向投资者包括Janus Henderson inverstors和博裕资本合计表达8000万美元认购意愿。</p>\n<p>以发行价计算,Soul估值近20亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eb6c74eccbbe71d8b1a40d5935564ff2","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141258220","content_text":"原计划24日在美国纳斯达克上市的社交软件Soul前一天突然暂停IPO。Soul称,经过慎重思考,管理层先暂停IPO的定价流程。大股东腾讯也支持这一决定。\n一时间,外界猜测纷纷,甚至有人猜测称,这可能是与同行的民事诉讼导致的IPO暂停。\n不过,有分析认为,IPO进程中有民事诉讼的公司不是个例,同行之前所发的声明原文已经删除,这当中是否存在诽谤,只能交给法律了。\n作为“社交元宇宙第一股”,Soul其实是受到了资本市场热情的追捧,Soul原计划募资2亿美元,截止暂停前,已经募资超过30亿美元。\n但在临门一脚,有新的股东提出除了从资本层面合作外,希望未来在战略合作上能强强联手,大股东腾讯对于这个选项也表现出极强的兴趣,高度赞同这个决定。\n能让Soul在30亿美金面前宣布暂停定价,那这个合作就不一般。据透露,这个战略合作预计将在未来一个月内对外公布。\n\n据悉,Soul是一家算法驱动社交游乐园,愿景是持续打造年轻人的社交元宇宙。\nSoul此次IPO本来还获米哈游8900万美元私募配售。另外,意向投资者包括Janus Henderson inverstors和博裕资本合计表达8000万美元认购意愿。\n以发行价计算,Soul估值近20亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106121940,"gmtCreate":1620094625380,"gmtModify":1620094625380,"author":{"id":"3549480766038176","authorId":"3549480766038176","name":"纽约华人雷只做啊甘投资法","avatar":"https://static.tigerbbs.com/c1a8428715fa0fedab828700a8f47240","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549480766038176","idStr":"3549480766038176"},"themes":[],"htmlText":"会的.我会一直遵守啊甘投资法.","listText":"会的.我会一直遵守啊甘投资法.","text":"会的.我会一直遵守啊甘投资法.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106121940","repostId":"2132599963","repostType":4,"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375525067,"gmtCreate":1619365453259,"gmtModify":1619365453259,"author":{"id":"3549480766038176","authorId":"3549480766038176","name":"纽约华人雷只做啊甘投资法","avatar":"https://static.tigerbbs.com/c1a8428715fa0fedab828700a8f47240","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549480766038176","idStr":"3549480766038176"},"themes":[],"htmlText":"和我的啊甘投资法差不多!","listText":"和我的啊甘投资法差不多!","text":"和我的啊甘投资法差不多!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375525067","repostId":"1113341915","repostType":4,"isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373724044,"gmtCreate":1618885473888,"gmtModify":1618885473888,"author":{"id":"3549480766038176","authorId":"3549480766038176","name":"纽约华人雷只做啊甘投资法","avatar":"https://static.tigerbbs.com/c1a8428715fa0fedab828700a8f47240","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549480766038176","idStr":"3549480766038176"},"themes":[],"htmlText":"这文章2018年好像见过!2020年3月份改版过!","listText":"这文章2018年好像见过!2020年3月份改版过!","text":"这文章2018年好像见过!2020年3月份改版过!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373724044","repostId":"1147524572","repostType":4,"repost":{"id":"1147524572","kind":"news","pubTimestamp":1618838733,"share":"https://www.laohu8.com/m/news/1147524572?lang=&edition=full","pubTime":"2021-04-19 21:25","market":"us","language":"zh","title":"警报拉响!美股牛市已高处不胜寒?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147524572","media":"腾讯美股 ","summary":"总而言之,投资者最好还是尊重一下历史,毕竟标普500指数市盈率攀升到30,且盈利见顶的情况,历史上只在二十年前和现在出现过。诚然,美股牛市可能还会继续一段时间,但是投资者不保持谨慎,不保持警惕,显然是","content":"<p>总而言之,投资者最好还是尊重一下历史,毕竟标普500指数市盈率攀升到30,且盈利见顶的情况,历史上只在二十年前和现在出现过。诚然,美股牛市可能还会继续一段时间,但是投资者不保持谨慎,不保持警惕,显然是不可取的。</p><p><img src=\"https://static.tigerbbs.com/6f413590001cd843da7ab41f47554741\" tg-width=\"1080\" tg-height=\"718\" referrerpolicy=\"no-referrer\">上周五的交易日当中,在对经济复苏前景的充分信心鼓舞下,标普500指数再度刷新历史收盘点位纪录。这也就意味着,美股市场已经来到一个微妙的节点——市盈率极端高企,每股盈利达到历史性高点,这样的情况史上一共就出现过两次,分别是2000年9月和现在。以4185.47点的收盘点位计算,指数相对于“正常”盈利(见后文)已经来到了30以上。</p><p>第一眼看上去,30的市盈率似乎也没有多可怕,毕竟去年6月的时候,最基础版本的市盈率,即基于过去四个季度通用会计准则净盈利记录的市盈率,曾经一度达到31,而那时候,大盘的点位较之现在还要低大约26%。到了去年第四季度结束的时候,市盈率,更是一度曾经达到近40。然而,这一数字当时并没有让牛派受到任何困扰,事实就是,标普500指数从那时开始还进入了狂欢派对模式。</p><p>关键在于,在经济受到疫情深度折磨的大背景下,用扭曲局面下的盈利去度量股票价格到底是昂贵还是低廉,这种做法已经彻底失掉了意义。比如,从2019年第四季度到2020年第四季度,企业盈利有三分之一灰飞烟灭,于是,各种估值指标都因此窜升到了极高的水平。</p><p>显而易见,伴随疫情危机逐渐成为过去,企业利润将会从低点大幅反弹。想要判断当今的股价到底在价格光谱上处于昂贵还是低廉的区间,进而据此预测股市未来的走向,首先必须得到一个关键的参照物,“正常化利润”。具体而言就是,当复苏最终落实时,标普企业最可能获得的盈利。在这里,可以使用2019年第四季度的每股盈利数据,年化后为139.47美元。</p><p>选用2019年的数据,主要有两个原因。首先,2019年的利润不但绝对高度创下了历史纪录,而且相对于销售额和其他项目的相对高度,也处在历史性的高水平。这也就意味着,未来真正出现的正常化利润想要超越其水平,难度将大幅提高。尽管牛派可能会坚持说,30的市盈率不成其为问题,因为2021年的利润甚至会让2019年相形见绌。</p><p>其次,哪怕是在2019年的强势经济之下,每个季度的盈利也基本上没有多大的变化,这就意味着企业利润相对于基本面已经达到了很高的水平,因此盈利已经没有多少进一步增长的空间了。哪怕现在,素来都以超级乐观闻名的华尔街分析师们,整体而言,也不过是预计2021年第二季度的每股盈利年化将达到与2019年第四季度持平的139美元。简而言之,就企业利润而言,重归那个峰值是2021年最可能发生的一幕。</p><p>历史角度看来,标普500指数失业率超过30,都是发生在盈利大幅下滑,甚至崩溃的周期当中,唯一一个例外就是当下。比如,1999年第四季度,互联网泡沫峰值将至时,指数市盈率曾经达到30.5,而当时,每股盈利又处在历史性的高水平,这就等于释放出了一个警报。投资者事实上就是在为每1美元的盈利开出超过30美元的价格,而这盈利已经是强弩之末,很难再进一步了。</p><p>虽然每股盈利后来又坚持了一阵子,至2000年第三季度再创新高,达到了53.70美元,但是之后整整四年时间里,每股盈利都再未能回到那个水平。创纪录的利润出现时,标普500指数也在2000年9月1日达到了接近最高纪录的1518点。当时,指数在之前四年当中累计上涨了120%。总之,最适合拿来和当今对比的,也许正是2000年的那段时间。毕竟,标普500指数每股盈利和点位同时达到峰值,只有这么两次。</p><p>二十年前的2000年9月1日,标普500指数的传统市盈率为26.75。从这个角度来看,今天的市盈率为30,比当初还要高出12%。不过,单单市盈率显然无法体现市场的全景。比如说,如果将基本面拿来参照,则2000年的每股盈利其实要比2021年还要高。从这个角度说,当时的市盈率实质上要比看上去更高,因为利润注定将要走低,而现在的市盈率实质上则比看上去要更低,因为利润水平将会大幅上扬。</p><p>虽然需要纳入考虑的各种因素错综复杂,积极与消极互见,但是整体而言,企业利润水平2019年第四季度看上去和科技泡沫巅峰时差不多,都是处于各自相对的周期内的高点,甚至前者还要更高一点。比如,2019年全年,标普500指数盈利合计相当于国民收入的5.4%,比起截至2000年9月的四个季度的4.4%还要高出一个百分点。从营业利润相对于销售额的比例,即所谓营业利润率来看,2019年的数字达到了11.1%,比起二十年前的周期更高出4个百分点。不过,二十年前指数的股本回报率确实要好于2019年,以17.5%领先于15.5%。</p><p>虽然不是所有,但是显然,大多数指标都显示,2019年的企业利润要相对高于2000年,现在姑且保守一点,就假定两者是在同一水平线上。总而言之,这是美股历史上仅有的两段市盈率达到很高的30上下,同时盈利达到历史性高点的周期。从这比较当中,能够得到关于标普500指数当下和未来的怎样的线索呢?</p><p>如果投资者是之前就已经入场,那么股市大繁荣之下,市盈率一路攀升到30,对于他们而言当然是好消息。不过,如果投资者是现在才准备入场,或者准备不兑现利得,继续持有美国大型股票指数,那对于他们而言,这可就不是什么好消息了。关于这一点,看看2000年9月1日之后发生了什么,就再清楚不过了。标普500指数进入了漫长的下滑通道,直至2003年3月11日跌至801点,过程当中损失幅度达到47%。指数重新回到2000年9月的水平,已经是七年之后,即2007年9月的事情了。</p><p>众所周知,在那之后,由于全球金融危机的缘故,等待着指数的是又一条新的下滑通道,等到再度攀升到1500点以上,已经是2013年的3月了。换言之,在一段长达十二年的周期之内,如果不计算股息收益的话,指数能够为投资者提供的回报率就是一个巨大的零蛋。</p><p>当然,美股未来是否会遭遇类似于当年互联网泡沫破灭之后那种暴跌的惨剧,是谁也不可能准确预测到的。目前,牛派的预期是,两大有利的顺丰因素驱动下,美股将进入全速航行模式,这两者即,快速增长的企业利润将大幅超越2019年,以及超低利率在未来几年还将继续保持,不断提供支持。</p><p>这两个可能性当然都不能完全排除,但是客观而言,又都不是很大概率的事情。至于要从两者当中得到多大好处,则概率还会进一步降低。首先来看看企业利润。如前所述,2019年的峰值利润已经相当于国民收入的5.4%,攀上历史性的高点了。盈利要像华尔街所预计的那样,增速超过国内生产总值,就意味着利润的相对比例还需要进一步提升,这显然很难指望。</p><p>更何况,上周结束时,标普500强的总市值相对于国民收入的比例已经达到了令人瞠目结舌的161%,比2000年时 的130%还要高出近四分之一,较之过去二十年的平均数字更是高出近一倍,这就意味着,利润占比想要提升,难度还将进一步增大。</p><p>现在,工资在停滞多年后终于开始上涨,而企业税率很可能在拜登政府任内大幅度提升,在这种情况下,盈利要保持高过国民收入160%的水平,就已经需要利润进一步扩张了,指望利润扩张再扩张,这任务未免太过艰难。</p><p>至于利率方面,牛派所指望的是,未来几年当中,十年期国债收益率的上涨速度将持续低于国内生产总值的增长速度,这是一切预期的前提,但遗憾的是,这样的事情在历史上极少发生。事实是,根据通货膨胀调整后的真实利率在正常情况下,其上涨速度是与经济增长同步的\",而真实利率变成负数的周期,往往都极为短暂。</p><p>今天收益率甚至不及通货膨胀率的现象,最合理的解读只能是,这只是一个历史的例外,是一种经济遭受多少年都仅此一次的严重疫情打击后,出现的特殊现象。</p><p>总而言之,大家最好还是尊重一下历史,毕竟标普500指数市盈率攀升到30,且盈利见顶的情况,历史上只在二十年前和现在出现过。诚然,美股牛市可能还会继续一段时间,但是投资者不保持谨慎,不保持警惕,显然是不可取的。</p>","source":"txmg","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>警报拉响!美股牛市已高处不胜寒?</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警报拉响!美股牛市已高处不胜寒?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 21:25 北京时间 <a href=https://mp.weixin.qq.com/s/LXEEhQeYt9fCEoRvmAPN1g><strong>腾讯美股 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>总而言之,投资者最好还是尊重一下历史,毕竟标普500指数市盈率攀升到30,且盈利见顶的情况,历史上只在二十年前和现在出现过。诚然,美股牛市可能还会继续一段时间,但是投资者不保持谨慎,不保持警惕,显然是不可取的。上周五的交易日当中,在对经济复苏前景的充分信心鼓舞下,标普500指数再度刷新历史收盘点位纪录。这也就意味着,美股市场已经来到一个微妙的节点——市盈率极端高企,每股盈利达到历史性高点,这样的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/LXEEhQeYt9fCEoRvmAPN1g\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f413590001cd843da7ab41f47554741","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/LXEEhQeYt9fCEoRvmAPN1g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147524572","content_text":"总而言之,投资者最好还是尊重一下历史,毕竟标普500指数市盈率攀升到30,且盈利见顶的情况,历史上只在二十年前和现在出现过。诚然,美股牛市可能还会继续一段时间,但是投资者不保持谨慎,不保持警惕,显然是不可取的。上周五的交易日当中,在对经济复苏前景的充分信心鼓舞下,标普500指数再度刷新历史收盘点位纪录。这也就意味着,美股市场已经来到一个微妙的节点——市盈率极端高企,每股盈利达到历史性高点,这样的情况史上一共就出现过两次,分别是2000年9月和现在。以4185.47点的收盘点位计算,指数相对于“正常”盈利(见后文)已经来到了30以上。第一眼看上去,30的市盈率似乎也没有多可怕,毕竟去年6月的时候,最基础版本的市盈率,即基于过去四个季度通用会计准则净盈利记录的市盈率,曾经一度达到31,而那时候,大盘的点位较之现在还要低大约26%。到了去年第四季度结束的时候,市盈率,更是一度曾经达到近40。然而,这一数字当时并没有让牛派受到任何困扰,事实就是,标普500指数从那时开始还进入了狂欢派对模式。关键在于,在经济受到疫情深度折磨的大背景下,用扭曲局面下的盈利去度量股票价格到底是昂贵还是低廉,这种做法已经彻底失掉了意义。比如,从2019年第四季度到2020年第四季度,企业盈利有三分之一灰飞烟灭,于是,各种估值指标都因此窜升到了极高的水平。显而易见,伴随疫情危机逐渐成为过去,企业利润将会从低点大幅反弹。想要判断当今的股价到底在价格光谱上处于昂贵还是低廉的区间,进而据此预测股市未来的走向,首先必须得到一个关键的参照物,“正常化利润”。具体而言就是,当复苏最终落实时,标普企业最可能获得的盈利。在这里,可以使用2019年第四季度的每股盈利数据,年化后为139.47美元。选用2019年的数据,主要有两个原因。首先,2019年的利润不但绝对高度创下了历史纪录,而且相对于销售额和其他项目的相对高度,也处在历史性的高水平。这也就意味着,未来真正出现的正常化利润想要超越其水平,难度将大幅提高。尽管牛派可能会坚持说,30的市盈率不成其为问题,因为2021年的利润甚至会让2019年相形见绌。其次,哪怕是在2019年的强势经济之下,每个季度的盈利也基本上没有多大的变化,这就意味着企业利润相对于基本面已经达到了很高的水平,因此盈利已经没有多少进一步增长的空间了。哪怕现在,素来都以超级乐观闻名的华尔街分析师们,整体而言,也不过是预计2021年第二季度的每股盈利年化将达到与2019年第四季度持平的139美元。简而言之,就企业利润而言,重归那个峰值是2021年最可能发生的一幕。历史角度看来,标普500指数失业率超过30,都是发生在盈利大幅下滑,甚至崩溃的周期当中,唯一一个例外就是当下。比如,1999年第四季度,互联网泡沫峰值将至时,指数市盈率曾经达到30.5,而当时,每股盈利又处在历史性的高水平,这就等于释放出了一个警报。投资者事实上就是在为每1美元的盈利开出超过30美元的价格,而这盈利已经是强弩之末,很难再进一步了。虽然每股盈利后来又坚持了一阵子,至2000年第三季度再创新高,达到了53.70美元,但是之后整整四年时间里,每股盈利都再未能回到那个水平。创纪录的利润出现时,标普500指数也在2000年9月1日达到了接近最高纪录的1518点。当时,指数在之前四年当中累计上涨了120%。总之,最适合拿来和当今对比的,也许正是2000年的那段时间。毕竟,标普500指数每股盈利和点位同时达到峰值,只有这么两次。二十年前的2000年9月1日,标普500指数的传统市盈率为26.75。从这个角度来看,今天的市盈率为30,比当初还要高出12%。不过,单单市盈率显然无法体现市场的全景。比如说,如果将基本面拿来参照,则2000年的每股盈利其实要比2021年还要高。从这个角度说,当时的市盈率实质上要比看上去更高,因为利润注定将要走低,而现在的市盈率实质上则比看上去要更低,因为利润水平将会大幅上扬。虽然需要纳入考虑的各种因素错综复杂,积极与消极互见,但是整体而言,企业利润水平2019年第四季度看上去和科技泡沫巅峰时差不多,都是处于各自相对的周期内的高点,甚至前者还要更高一点。比如,2019年全年,标普500指数盈利合计相当于国民收入的5.4%,比起截至2000年9月的四个季度的4.4%还要高出一个百分点。从营业利润相对于销售额的比例,即所谓营业利润率来看,2019年的数字达到了11.1%,比起二十年前的周期更高出4个百分点。不过,二十年前指数的股本回报率确实要好于2019年,以17.5%领先于15.5%。虽然不是所有,但是显然,大多数指标都显示,2019年的企业利润要相对高于2000年,现在姑且保守一点,就假定两者是在同一水平线上。总而言之,这是美股历史上仅有的两段市盈率达到很高的30上下,同时盈利达到历史性高点的周期。从这比较当中,能够得到关于标普500指数当下和未来的怎样的线索呢?如果投资者是之前就已经入场,那么股市大繁荣之下,市盈率一路攀升到30,对于他们而言当然是好消息。不过,如果投资者是现在才准备入场,或者准备不兑现利得,继续持有美国大型股票指数,那对于他们而言,这可就不是什么好消息了。关于这一点,看看2000年9月1日之后发生了什么,就再清楚不过了。标普500指数进入了漫长的下滑通道,直至2003年3月11日跌至801点,过程当中损失幅度达到47%。指数重新回到2000年9月的水平,已经是七年之后,即2007年9月的事情了。众所周知,在那之后,由于全球金融危机的缘故,等待着指数的是又一条新的下滑通道,等到再度攀升到1500点以上,已经是2013年的3月了。换言之,在一段长达十二年的周期之内,如果不计算股息收益的话,指数能够为投资者提供的回报率就是一个巨大的零蛋。当然,美股未来是否会遭遇类似于当年互联网泡沫破灭之后那种暴跌的惨剧,是谁也不可能准确预测到的。目前,牛派的预期是,两大有利的顺丰因素驱动下,美股将进入全速航行模式,这两者即,快速增长的企业利润将大幅超越2019年,以及超低利率在未来几年还将继续保持,不断提供支持。这两个可能性当然都不能完全排除,但是客观而言,又都不是很大概率的事情。至于要从两者当中得到多大好处,则概率还会进一步降低。首先来看看企业利润。如前所述,2019年的峰值利润已经相当于国民收入的5.4%,攀上历史性的高点了。盈利要像华尔街所预计的那样,增速超过国内生产总值,就意味着利润的相对比例还需要进一步提升,这显然很难指望。更何况,上周结束时,标普500强的总市值相对于国民收入的比例已经达到了令人瞠目结舌的161%,比2000年时 的130%还要高出近四分之一,较之过去二十年的平均数字更是高出近一倍,这就意味着,利润占比想要提升,难度还将进一步增大。现在,工资在停滞多年后终于开始上涨,而企业税率很可能在拜登政府任内大幅度提升,在这种情况下,盈利要保持高过国民收入160%的水平,就已经需要利润进一步扩张了,指望利润扩张再扩张,这任务未免太过艰难。至于利率方面,牛派所指望的是,未来几年当中,十年期国债收益率的上涨速度将持续低于国内生产总值的增长速度,这是一切预期的前提,但遗憾的是,这样的事情在历史上极少发生。事实是,根据通货膨胀调整后的真实利率在正常情况下,其上涨速度是与经济增长同步的\",而真实利率变成负数的周期,往往都极为短暂。今天收益率甚至不及通货膨胀率的现象,最合理的解读只能是,这只是一个历史的例外,是一种经济遭受多少年都仅此一次的严重疫情打击后,出现的特殊现象。总而言之,大家最好还是尊重一下历史,毕竟标普500指数市盈率攀升到30,且盈利见顶的情况,历史上只在二十年前和现在出现过。诚然,美股牛市可能还会继续一段时间,但是投资者不保持谨慎,不保持警惕,显然是不可取的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345499068,"gmtCreate":1618327432154,"gmtModify":1618327432154,"author":{"id":"3549480766038176","authorId":"3549480766038176","name":"纽约华人雷只做啊甘投资法","avatar":"https://static.tigerbbs.com/c1a8428715fa0fedab828700a8f47240","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549480766038176","idStr":"3549480766038176"},"themes":[],"htmlText":"竟然有老虎账户的朋友为什么还在精力花在研究一个国家都不在乎的A股市场里呢.好比足球!","listText":"竟然有老虎账户的朋友为什么还在精力花在研究一个国家都不在乎的A股市场里呢.好比足球!","text":"竟然有老虎账户的朋友为什么还在精力花在研究一个国家都不在乎的A股市场里呢.好比足球!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345499068","repostId":"1191007154","repostType":4,"isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340313867,"gmtCreate":1617338449259,"gmtModify":1617338449259,"author":{"id":"3549480766038176","authorId":"3549480766038176","name":"纽约华人雷只做啊甘投资法","avatar":"https://static.tigerbbs.com/c1a8428715fa0fedab828700a8f47240","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549480766038176","idStr":"3549480766038176"},"themes":[],"htmlText":"如果说乔布斯是刘备.库克决定不是关羽就是张飞.江山还是靠你打下来的.最牛的市场策划销售人!","listText":"如果说乔布斯是刘备.库克决定不是关羽就是张飞.江山还是靠你打下来的.最牛的市场策划销售人!","text":"如果说乔布斯是刘备.库克决定不是关羽就是张飞.江山还是靠你打下来的.最牛的市场策划销售人!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340313867","repostId":"1178317423","repostType":4,"repost":{"id":"1178317423","kind":"news","pubTimestamp":1617323971,"share":"https://www.laohu8.com/m/news/1178317423?lang=&edition=full","pubTime":"2021-04-02 08:39","market":"us","language":"zh","title":"苹果公司创立45周年!库克内部信中再次追忆乔布斯","url":"https://stock-news.laohu8.com/highlight/detail?id=1178317423","media":"腾讯科技","summary":"这封电子邮件对苹果的未来非常乐观,库克称:我可以直截了当地告诉你,苹果从来没有像现在这样潜力如此巨大的时刻,我们也从未拥有过如此有才华、如此敬业的团队。4月2日消息,美国当地时间4月1日是苹果公司成立","content":"<blockquote>这封电子邮件对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的未来非常乐观,库克称:我可以直截了当地告诉你,苹果从来没有像现在这样潜力如此巨大的时刻,我们也从未拥有过如此有才华、如此敬业的团队。</blockquote><p><img src=\"https://static.tigerbbs.com/6c6b44777298605218e77646476b8174\" tg-width=\"1000\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p><p>4月2日消息,美国当地时间4月1日是苹果公司成立45周年纪念日,其首席执行官蒂姆·库克(Tim Cook)向全体员工发送电子邮件致敬,并坚信公司的未来更加光明。</p><p>在电子邮件中,库克承认2020年和2021年面临的挑战。他写道:“我知道过去的一年里,我们每个人都经历了此前从未想象过的考验。这要求我们所有人都去适应新的形势,并增加了我们工作的复杂性,也要求我们在工作之外的生活领域下更多的决心和承诺。但我也知道,我们每个人在这段时间所取得的成就应该让我们感到无比自豪。”</p><p>库克还回顾了苹果45年的辉煌历史,并重申了苹果的使命:“创造变革性的产品,重新定义技术可以实现什么,并在这个过程中让人们的生活变得更美好。”他敦促公司员工重新致力于这一使命,“让它在未来很长一段时间内保持活力,而不是沉迷于缅怀过去的荣耀之中。”</p><p>库克写道:“虽然这些年来苹果发生了许多变化,但重要的事情没有改变。从M1芯片到5G iPhone,从改变教育和生产力面貌的iPad,到可以监测你的健康的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表,再到让它们变得不可或缺的最好软件和服务,我们从未停止过设定其他人试图追赶的步伐。”</p><p>这封电子邮件对苹果的未来非常乐观,库克称:“我可以直截了当地告诉你,苹果从来没有像现在这样潜力如此巨大的时刻,我们也从未拥有过如此有才华、如此敬业的团队。不过,我们不应该就此高枕无忧,毕竟巨大的潜力也需要有人去实现。”</p><p>库克最后向带领苹果度过两个最关键时期的联合创始人兼首席执行官史蒂夫·乔布斯(Steve Jobs)致敬。他写道:“在我加入苹果公司后不久,乔布斯就曾说过:‘到目前为止,这是一段令人惊叹的旅程,但我们才刚刚开始。’这仍然是真的。请记住,我们没有人能在这里看到故事的结局,但需要我们所有人来确保这个故事值得讲下去。”</p><p>苹果公司成立于1976年4月1日,创始人包括乔布斯、史蒂夫·沃兹尼亚克(Steve Wozniak)和罗纳德·韦恩(Ronald Wayne)。这个最初在乔布斯父母车库里成立的小公司,在2020年末达到了2万亿美元的市值。</p><p><b>以下为库克邮件全文:</b></p><p>1976年4月1日,一家公司在库比蒂诺成立,旨在创造变革性的产品,重新定义技术可以实现什么,并在这个过程中让人们的生活变得更美好。45年后,为了纪念这一时刻,我们再次致力于这一使命,让它在未来很长一段时间内保持活力,而不是沉迷于缅怀过去的荣耀之中。</p><p>虽然这些年来苹果发生了许多变化,但重要的事情没有改变。从M1芯片到5G iPhone,从改变教育和生产力面貌的iPad,到可以监测你的健康的智能手表,再到让它们变得不可或缺的最好软件和服务,我们从未停止过设定其他人试图追赶的步伐。我可以直截了当地告诉你,苹果从来没有像现在这样潜力如此巨大的时刻,我们也从未拥有过如此有才华、如此敬业的团队。不过,我们不应该就此高枕无忧,毕竟巨大的潜力也需要有人去实现。</p><p>我知道过去的一年里,我们每个人都经历了此前从未想象过的考验。这要求我们所有人都去适应新的形势,并增加了我们工作的复杂性,也要求我们在工作之外的生活领域下更多的决心和承诺。但我也知道,我们每个人在这段时间所取得的成就应该让我们感到无比自豪。通过经历这次千载难逢的挑战,我们制造的产品,以及我们制造它们的方式,都向喜欢和依赖它们的人揭示了深刻而持久的新的价值来源。而且,在许多方面,我们知道更光明的未来就在前方。</p><p>在我加入苹果公司后不久,乔布斯就曾在类似纪念活动中的电子邮件中说过:“到目前为止,这是一段令人惊叹的旅程,但我们才刚刚开始。”这仍然是真的。请记住,我们没有人能在这里看到故事的结局,但需要我们所有人来确保这个故事值得讲下去。</p>","source":"lsy1580517846866","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>苹果公司创立45周年!库克内部信中再次追忆乔布斯</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苹果公司创立45周年!库克内部信中再次追忆乔布斯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 08:39 北京时间 <a href=https://new.qq.com/rain/a/20210402A0183F00><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这封电子邮件对苹果的未来非常乐观,库克称:我可以直截了当地告诉你,苹果从来没有像现在这样潜力如此巨大的时刻,我们也从未拥有过如此有才华、如此敬业的团队。4月2日消息,美国当地时间4月1日是苹果公司成立45周年纪念日,其首席执行官蒂姆·库克(Tim Cook)向全体员工发送电子邮件致敬,并坚信公司的未来更加光明。在电子邮件中,库克承认2020年和2021年面临的挑战。他写道:“我知道过去的一年里,...</p>\n\n<a href=\"https://new.qq.com/rain/a/20210402A0183F00\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8306ef9a2c74dab40130f62f7eaabdb9","relate_stocks":{"AAPL":"苹果"},"source_url":"https://new.qq.com/rain/a/20210402A0183F00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178317423","content_text":"这封电子邮件对苹果的未来非常乐观,库克称:我可以直截了当地告诉你,苹果从来没有像现在这样潜力如此巨大的时刻,我们也从未拥有过如此有才华、如此敬业的团队。4月2日消息,美国当地时间4月1日是苹果公司成立45周年纪念日,其首席执行官蒂姆·库克(Tim Cook)向全体员工发送电子邮件致敬,并坚信公司的未来更加光明。在电子邮件中,库克承认2020年和2021年面临的挑战。他写道:“我知道过去的一年里,我们每个人都经历了此前从未想象过的考验。这要求我们所有人都去适应新的形势,并增加了我们工作的复杂性,也要求我们在工作之外的生活领域下更多的决心和承诺。但我也知道,我们每个人在这段时间所取得的成就应该让我们感到无比自豪。”库克还回顾了苹果45年的辉煌历史,并重申了苹果的使命:“创造变革性的产品,重新定义技术可以实现什么,并在这个过程中让人们的生活变得更美好。”他敦促公司员工重新致力于这一使命,“让它在未来很长一段时间内保持活力,而不是沉迷于缅怀过去的荣耀之中。”库克写道:“虽然这些年来苹果发生了许多变化,但重要的事情没有改变。从M1芯片到5G iPhone,从改变教育和生产力面貌的iPad,到可以监测你的健康的智能手表,再到让它们变得不可或缺的最好软件和服务,我们从未停止过设定其他人试图追赶的步伐。”这封电子邮件对苹果的未来非常乐观,库克称:“我可以直截了当地告诉你,苹果从来没有像现在这样潜力如此巨大的时刻,我们也从未拥有过如此有才华、如此敬业的团队。不过,我们不应该就此高枕无忧,毕竟巨大的潜力也需要有人去实现。”库克最后向带领苹果度过两个最关键时期的联合创始人兼首席执行官史蒂夫·乔布斯(Steve Jobs)致敬。他写道:“在我加入苹果公司后不久,乔布斯就曾说过:‘到目前为止,这是一段令人惊叹的旅程,但我们才刚刚开始。’这仍然是真的。请记住,我们没有人能在这里看到故事的结局,但需要我们所有人来确保这个故事值得讲下去。”苹果公司成立于1976年4月1日,创始人包括乔布斯、史蒂夫·沃兹尼亚克(Steve Wozniak)和罗纳德·韦恩(Ronald Wayne)。这个最初在乔布斯父母车库里成立的小公司,在2020年末达到了2万亿美元的市值。以下为库克邮件全文:1976年4月1日,一家公司在库比蒂诺成立,旨在创造变革性的产品,重新定义技术可以实现什么,并在这个过程中让人们的生活变得更美好。45年后,为了纪念这一时刻,我们再次致力于这一使命,让它在未来很长一段时间内保持活力,而不是沉迷于缅怀过去的荣耀之中。虽然这些年来苹果发生了许多变化,但重要的事情没有改变。从M1芯片到5G iPhone,从改变教育和生产力面貌的iPad,到可以监测你的健康的智能手表,再到让它们变得不可或缺的最好软件和服务,我们从未停止过设定其他人试图追赶的步伐。我可以直截了当地告诉你,苹果从来没有像现在这样潜力如此巨大的时刻,我们也从未拥有过如此有才华、如此敬业的团队。不过,我们不应该就此高枕无忧,毕竟巨大的潜力也需要有人去实现。我知道过去的一年里,我们每个人都经历了此前从未想象过的考验。这要求我们所有人都去适应新的形势,并增加了我们工作的复杂性,也要求我们在工作之外的生活领域下更多的决心和承诺。但我也知道,我们每个人在这段时间所取得的成就应该让我们感到无比自豪。通过经历这次千载难逢的挑战,我们制造的产品,以及我们制造它们的方式,都向喜欢和依赖它们的人揭示了深刻而持久的新的价值来源。而且,在许多方面,我们知道更光明的未来就在前方。在我加入苹果公司后不久,乔布斯就曾在类似纪念活动中的电子邮件中说过:“到目前为止,这是一段令人惊叹的旅程,但我们才刚刚开始。”这仍然是真的。请记住,我们没有人能在这里看到故事的结局,但需要我们所有人来确保这个故事值得讲下去。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355376953,"gmtCreate":1617031598872,"gmtModify":1617031598872,"author":{"id":"3549480766038176","authorId":"3549480766038176","name":"纽约华人雷只做啊甘投资法","avatar":"https://static.tigerbbs.com/c1a8428715fa0fedab828700a8f47240","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549480766038176","idStr":"3549480766038176"},"themes":[],"htmlText":"回调中我的持仓比例稳稳的打败了她.下次有空可以采访我.","listText":"回调中我的持仓比例稳稳的打败了她.下次有空可以采访我.","text":"回调中我的持仓比例稳稳的打败了她.下次有空可以采访我.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355376953","repostId":"2123790280","repostType":4,"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351505958,"gmtCreate":1616600901274,"gmtModify":1616600901274,"author":{"id":"3549480766038176","authorId":"3549480766038176","name":"纽约华人雷只做啊甘投资法","avatar":"https://static.tigerbbs.com/c1a8428715fa0fedab828700a8f47240","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549480766038176","idStr":"3549480766038176"},"themes":[],"htmlText":"<a 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