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yousayimcraz
2022-11-30
我信了
抱歉,原内容已删除
yousayimcraz
2021-12-04
$滴滴(DIDI)$
长记性了,远离中丐
yousayimcraz
2021-12-03
$RLX科技(RLX)$
4元买入,盈利目标20%到100%
yousayimcraz
2021-04-12
**玩意
抱歉,原内容已删除
yousayimcraz
2021-04-08
nt
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yousayimcraz
2021-04-07
2000点见
抱歉,原内容已删除
yousayimcraz
2021-02-26
腾讯新闻水平
抱歉,原内容已删除
yousayimcraz
2021-02-18
这篇文章不错,转发给大家看看
@巴伦周刊:“拜登市”不会像“特朗普市”| 巴伦专访
yousayimcraz
2020-05-17
这篇文章不错,转发给大家看
@14亿少女的梦:机构持仓查询网站推荐:https://whalewisdom.com/ 比起让人眼花的SEC官网,这个网站查机构持仓很方便,可以根据买入、卖出进行筛选 桥水这次买的中概确实不少,买了好未来、中通、蔚来、腾讯音乐、58同城等,同时减持了百度、特斯拉、新东方等
$百度(BIDU)$
$特斯拉(TSLA)$
$好未来(TAL)$
yousayimcraz
2020-05-05
这篇文章不错,转发给大家看
@萧蝶sally:赚你该赚的钱
去老虎APP查看更多动态
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巴伦专访","htmlText":"文|《巴伦周刊》撰稿人莱斯利·诺顿(Leslie P. Norton) 编辑|彭韧 拜登上任之后,是时候买进周期股和小盘股了。 是时候买入周期股和小盘股了。这是一个大胆的呼吁,尤其是对于那些在过去10年中形成了“热炉思维”的基金经理来说。但这一次,备受追捧的美国银行策略师萨维塔•萨勃拉曼尼亚(Savita Subramanian)表示,(周期股和小盘股)超出市场的表现可能会持续数年,就像科技股泡沫破裂后的情况一样。在今天,寻找有前景的投资项目变得更加重要,尤其是如果市场的回报率像她所预期那样低的话。 萨勃拉曼尼亚在加州大学伯克利分校(University of California,Berkeley)主修数学和哲学,她在研究投资者情绪时大量使用量化数据,自2011年以来一直担任首席策略师。她最近与《巴伦周刊》记者聊了聊拜登政府将如何实现经济增长,以及为什么尽管她是该公司ESG的负责人,但她仍然推荐能源类股票。更多内容请阅读以下经过编辑的摘录。 《巴伦周刊》:拜登总统已经发布了几十条行政令,投资者应该如何消化这些政策? 萨维塔 · 萨勃拉曼尼亚:它们代表了过去四年占据市场领导地位的一些主题变化和重大改变。本届政府不太关注资产通胀,而更多关注实际通胀、创造就业机会和重振实体经济,而不仅仅是提高股市回报。 听听新政府的说辞,他们并没有把标普500指数或投资回报率作为衡量成败的指标。相反,他们致力于解决市场中一些更大的不平等问题,比如收入不平等。这意味着我们将看到不那么好的市场回报,但总体经济回报可能更大。 《巴伦周刊》:你的市场预测相当温和。 萨维塔 · 萨勃拉曼尼亚:我是华尔街最低的预测之一。我们预计标普500指数将达到3800点。这是一个偏重高科技成长公司的基准指数,我们预计标普500今年的收益将增长20% 左右。显然,我们预期看到一些市盈率的收缩,同时我们预计将看到非常强劲","listText":"文|《巴伦周刊》撰稿人莱斯利·诺顿(Leslie P. Norton) 编辑|彭韧 拜登上任之后,是时候买进周期股和小盘股了。 是时候买入周期股和小盘股了。这是一个大胆的呼吁,尤其是对于那些在过去10年中形成了“热炉思维”的基金经理来说。但这一次,备受追捧的美国银行策略师萨维塔•萨勃拉曼尼亚(Savita Subramanian)表示,(周期股和小盘股)超出市场的表现可能会持续数年,就像科技股泡沫破裂后的情况一样。在今天,寻找有前景的投资项目变得更加重要,尤其是如果市场的回报率像她所预期那样低的话。 萨勃拉曼尼亚在加州大学伯克利分校(University of California,Berkeley)主修数学和哲学,她在研究投资者情绪时大量使用量化数据,自2011年以来一直担任首席策略师。她最近与《巴伦周刊》记者聊了聊拜登政府将如何实现经济增长,以及为什么尽管她是该公司ESG的负责人,但她仍然推荐能源类股票。更多内容请阅读以下经过编辑的摘录。 《巴伦周刊》:拜登总统已经发布了几十条行政令,投资者应该如何消化这些政策? 萨维塔 · 萨勃拉曼尼亚:它们代表了过去四年占据市场领导地位的一些主题变化和重大改变。本届政府不太关注资产通胀,而更多关注实际通胀、创造就业机会和重振实体经济,而不仅仅是提高股市回报。 听听新政府的说辞,他们并没有把标普500指数或投资回报率作为衡量成败的指标。相反,他们致力于解决市场中一些更大的不平等问题,比如收入不平等。这意味着我们将看到不那么好的市场回报,但总体经济回报可能更大。 《巴伦周刊》:你的市场预测相当温和。 萨维塔 · 萨勃拉曼尼亚:我是华尔街最低的预测之一。我们预计标普500指数将达到3800点。这是一个偏重高科技成长公司的基准指数,我们预计标普500今年的收益将增长20% 左右。显然,我们预期看到一些市盈率的收缩,同时我们预计将看到非常强劲","text":"文|《巴伦周刊》撰稿人莱斯利·诺顿(Leslie P. Norton) 编辑|彭韧 拜登上任之后,是时候买进周期股和小盘股了。 是时候买入周期股和小盘股了。这是一个大胆的呼吁,尤其是对于那些在过去10年中形成了“热炉思维”的基金经理来说。但这一次,备受追捧的美国银行策略师萨维塔•萨勃拉曼尼亚(Savita Subramanian)表示,(周期股和小盘股)超出市场的表现可能会持续数年,就像科技股泡沫破裂后的情况一样。在今天,寻找有前景的投资项目变得更加重要,尤其是如果市场的回报率像她所预期那样低的话。 萨勃拉曼尼亚在加州大学伯克利分校(University of California,Berkeley)主修数学和哲学,她在研究投资者情绪时大量使用量化数据,自2011年以来一直担任首席策略师。她最近与《巴伦周刊》记者聊了聊拜登政府将如何实现经济增长,以及为什么尽管她是该公司ESG的负责人,但她仍然推荐能源类股票。更多内容请阅读以下经过编辑的摘录。 《巴伦周刊》:拜登总统已经发布了几十条行政令,投资者应该如何消化这些政策? 萨维塔 · 萨勃拉曼尼亚:它们代表了过去四年占据市场领导地位的一些主题变化和重大改变。本届政府不太关注资产通胀,而更多关注实际通胀、创造就业机会和重振实体经济,而不仅仅是提高股市回报。 听听新政府的说辞,他们并没有把标普500指数或投资回报率作为衡量成败的指标。相反,他们致力于解决市场中一些更大的不平等问题,比如收入不平等。这意味着我们将看到不那么好的市场回报,但总体经济回报可能更大。 《巴伦周刊》:你的市场预测相当温和。 萨维塔 · 萨勃拉曼尼亚:我是华尔街最低的预测之一。我们预计标普500指数将达到3800点。这是一个偏重高科技成长公司的基准指数,我们预计标普500今年的收益将增长20% 左右。显然,我们预期看到一些市盈率的收缩,同时我们预计将看到非常强劲","images":[{"img":"https://static.tigerbbs.com/9c4776ddac0743719e4a85625058073d","width":"1080","height":"720"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384114628","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959965633,"gmtCreate":1589722648322,"gmtModify":1704190474926,"author":{"id":"3550442752865201","authorId":"3550442752865201","name":"yousayimcraz","avatar":"https://static.tigerbbs.com/73909e18f63e7dabb72e8c42e1ab8282","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550442752865201","authorIdStr":"3550442752865201"},"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/959965633","repostId":"950773455","repostType":1,"repost":{"id":950773455,"gmtCreate":1589546885268,"gmtModify":1704190260268,"author":{"id":"3511911760748454","authorId":"3511911760748454","name":"14亿少女的梦","avatar":"https://static.tigerbbs.com/bf0bebaaab1963be40402bcfa7e8c1aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511911760748454","authorIdStr":"3511911760748454"},"themes":[],"htmlText":"机构持仓查询网站推荐:https://whalewisdom.com/ 比起让人眼花的SEC官网,这个网站查机构持仓很方便,可以根据买入、卖出进行筛选 桥水这次买的中概确实不少,买了好未来、中通、蔚来、腾讯音乐、58同城等,同时减持了百度、特斯拉、新东方等 <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>","listText":"机构持仓查询网站推荐:https://whalewisdom.com/ 比起让人眼花的SEC官网,这个网站查机构持仓很方便,可以根据买入、卖出进行筛选 桥水这次买的中概确实不少,买了好未来、中通、蔚来、腾讯音乐、58同城等,同时减持了百度、特斯拉、新东方等 <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>","text":"机构持仓查询网站推荐:https://whalewisdom.com/ 比起让人眼花的SEC官网,这个网站查机构持仓很方便,可以根据买入、卖出进行筛选 桥水这次买的中概确实不少,买了好未来、中通、蔚来、腾讯音乐、58同城等,同时减持了百度、特斯拉、新东方等 $百度(BIDU)$ $特斯拉(TSLA)$ $好未来(TAL)$","images":[{"img":"https://static.tigerbbs.com/e47b9a88a300c78dcdb4a75a52821e3a","width":"1881","height":"754"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/950773455","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927083639,"gmtCreate":1588675210921,"gmtModify":1704177982650,"author":{"id":"3550442752865201","authorId":"3550442752865201","name":"yousayimcraz","avatar":"https://static.tigerbbs.com/73909e18f63e7dabb72e8c42e1ab8282","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550442752865201","authorIdStr":"3550442752865201"},"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/927083639","repostId":"924542922","repostType":1,"repost":{"id":924542922,"gmtCreate":1588514563866,"gmtModify":1704367714265,"author":{"id":"3503101861637632","authorId":"3503101861637632","name":"萧蝶sally","avatar":"https://static.tigerbbs.com/47359d8d1cd34a1d4a1e6b243e7814e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503101861637632","authorIdStr":"3503101861637632"},"themes":[],"title":"赚你该赚的钱","htmlText":"作者:sally其实很多实战经验,是不舍得分享、传授的。毕竟大家都在整个市场中,韭菜通过不断的学习就可以变成猎人,而韭菜越少,猎人的收获越少。犹豫再三,分享给大家。也许因为自己还年轻,也许我以后写的东西会越来越少了。 2020.05.03 sally正文一:最容易让群众们赚到钱的方法。1.毫无疑问,请投资大盘指数,可以投资多个指数品种,但是一定要坚持定投。2.耐心坚持、定期投资。大量的数据得出:在长期的时间里,定期、定额投资大盘指数,无论在什么时间段开始,都会在未来的某一天达到20%的盈利,且耗费的时间远远短于通胀贬值、收益率远高于银行活期。3.个人建议:不要贪心,赚多赚少都是赚。到达15%的盈利就可以走人了,没必要非等20%。二:做沉稳的投资人1.在所有普通群众投资群体中,有这么一群人。他们的收益率超过了76%的投资人,这些人我们称牛人散户。他们的特征就是:70后占比最大,也有一部分80后。因此得出:年纪越大、积累的经验和阅历越多的人,越可以赚到钱。2.他们有几个共性可以供我们学习:投资性格沉稳,很少做短线交易,不追涨杀跌。并且全部采用“长投、定投”“长期持有”的投资策略。因此得出:年纪大的人,投资更沉稳,更有耐心。3.反观频繁在市场杀进杀出的群体,亏损率远超整体。他们的共同特征是:每次投资,持有时间均短于7天。因此得出:不要轻易做选择,选择的次数越多,错误的机率越大。越“折腾”越没有耐心,越心累。这样的人在投资的长河中,永远都是被收割的韭菜。也许一笔赚了,在下一笔就会亏回去。就像永远在赌场的人。虽然偶尔也会有赌王诞生,但这个世界大部分的人都不是主角,都是没有主角关怀","listText":"作者:sally其实很多实战经验,是不舍得分享、传授的。毕竟大家都在整个市场中,韭菜通过不断的学习就可以变成猎人,而韭菜越少,猎人的收获越少。犹豫再三,分享给大家。也许因为自己还年轻,也许我以后写的东西会越来越少了。 2020.05.03 sally正文一:最容易让群众们赚到钱的方法。1.毫无疑问,请投资大盘指数,可以投资多个指数品种,但是一定要坚持定投。2.耐心坚持、定期投资。大量的数据得出:在长期的时间里,定期、定额投资大盘指数,无论在什么时间段开始,都会在未来的某一天达到20%的盈利,且耗费的时间远远短于通胀贬值、收益率远高于银行活期。3.个人建议:不要贪心,赚多赚少都是赚。到达15%的盈利就可以走人了,没必要非等20%。二:做沉稳的投资人1.在所有普通群众投资群体中,有这么一群人。他们的收益率超过了76%的投资人,这些人我们称牛人散户。他们的特征就是:70后占比最大,也有一部分80后。因此得出:年纪越大、积累的经验和阅历越多的人,越可以赚到钱。2.他们有几个共性可以供我们学习:投资性格沉稳,很少做短线交易,不追涨杀跌。并且全部采用“长投、定投”“长期持有”的投资策略。因此得出:年纪大的人,投资更沉稳,更有耐心。3.反观频繁在市场杀进杀出的群体,亏损率远超整体。他们的共同特征是:每次投资,持有时间均短于7天。因此得出:不要轻易做选择,选择的次数越多,错误的机率越大。越“折腾”越没有耐心,越心累。这样的人在投资的长河中,永远都是被收割的韭菜。也许一笔赚了,在下一笔就会亏回去。就像永远在赌场的人。虽然偶尔也会有赌王诞生,但这个世界大部分的人都不是主角,都是没有主角关怀","text":"作者:sally其实很多实战经验,是不舍得分享、传授的。毕竟大家都在整个市场中,韭菜通过不断的学习就可以变成猎人,而韭菜越少,猎人的收获越少。犹豫再三,分享给大家。也许因为自己还年轻,也许我以后写的东西会越来越少了。 2020.05.03 sally正文一:最容易让群众们赚到钱的方法。1.毫无疑问,请投资大盘指数,可以投资多个指数品种,但是一定要坚持定投。2.耐心坚持、定期投资。大量的数据得出:在长期的时间里,定期、定额投资大盘指数,无论在什么时间段开始,都会在未来的某一天达到20%的盈利,且耗费的时间远远短于通胀贬值、收益率远高于银行活期。3.个人建议:不要贪心,赚多赚少都是赚。到达15%的盈利就可以走人了,没必要非等20%。二:做沉稳的投资人1.在所有普通群众投资群体中,有这么一群人。他们的收益率超过了76%的投资人,这些人我们称牛人散户。他们的特征就是:70后占比最大,也有一部分80后。因此得出:年纪越大、积累的经验和阅历越多的人,越可以赚到钱。2.他们有几个共性可以供我们学习:投资性格沉稳,很少做短线交易,不追涨杀跌。并且全部采用“长投、定投”“长期持有”的投资策略。因此得出:年纪大的人,投资更沉稳,更有耐心。3.反观频繁在市场杀进杀出的群体,亏损率远超整体。他们的共同特征是:每次投资,持有时间均短于7天。因此得出:不要轻易做选择,选择的次数越多,错误的机率越大。越“折腾”越没有耐心,越心累。这样的人在投资的长河中,永远都是被收割的韭菜。也许一笔赚了,在下一笔就会亏回去。就像永远在赌场的人。虽然偶尔也会有赌王诞生,但这个世界大部分的人都不是主角,都是没有主角关怀","images":[{"img":"https://static.tigerbbs.com/2b829301e175da94b40245a4eb936508","width":"4032","height":"3024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924542922","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":601799966,"gmtCreate":1638557255186,"gmtModify":1638557255186,"author":{"id":"3550442752865201","authorId":"3550442752865201","name":"yousayimcraz","avatar":"https://static.tigerbbs.com/73909e18f63e7dabb72e8c42e1ab8282","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550442752865201","authorIdStr":"3550442752865201"},"themes":[],"htmlText":"<a 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16:55","market":"sh","language":"zh","title":"蔚来单车净亏损超13万!李斌:明年4季度盈亏平衡","url":"https://stock-news.laohu8.com/highlight/detail?id=2286352748","media":"北方网","summary":"转自:爱卡汽车网蔚来最新财报显示,2022年第3季度交付新车31,607辆,同期净亏损人民币41.108亿元,平均每卖出一台车倒亏超13万元。即便净亏损持续扩大,但蔚来创始人、董事长、CEO李斌先生依然十分乐观,他表示:从我们目前来看的话,2023年4季度,NIO品牌可以实现盈亏平衡。蔚来汽车今年前3季度累计净亏损人民币86.51亿元,同比暴涨361.8%,其中第3季度净亏损超过去年全年。截至今年9月30日,蔚来累计负债高达640.13亿元。","content":"<html><body><p>转自:爱卡汽车网</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>最新财报显示,2022年第3季度交付新车31,607辆,同期净亏损人民币41.108亿元,平均每卖出一台车倒亏超13万元。即便净亏损持续扩大,但<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人、董事长、CEO李斌先生依然十分乐观,他表示:从我们目前来看的话,2023年4季度,NIO品牌可以实现盈亏平衡。</p><p>蔚来汽车今年前3季度累计净亏损人民币86.51亿元,同比暴涨361.8%,其中第3季度净亏损超过去年全年。截至今年9月30日,蔚来累计负债高达640.13亿元。</p><p>对此,李斌表示:确实研发投入在3季度的增长比较多,主要和我们的新品牌,电池和芯片等研发投入,以及人员、测试方面的支出增加有关。</p><p>与此同时,蔚来整车毛利率也在持续下滑,今年第3季度整车销售毛利率为16.4%,较第1季度下降1.7个百分点。李斌表示,主要是因为上游碳酸锂价格持续保持高位而导致电池采购成本上涨。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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}\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蔚来单车净亏损超13万!李斌:明年4季度盈亏平衡\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-24 16:55 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-11-25/doc-imqqsmrp7485376.shtml><strong>北方网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>转自:爱卡汽车网蔚来最新财报显示,2022年第3季度交付新车31,607辆,同期净亏损人民币41.108亿元,平均每卖出一台车倒亏超13万元。即便净亏损持续扩大,但蔚来创始人、董事长、CEO李斌先生依然十分乐观,他表示:从我们目前来看的话,2023年4季度,NIO品牌可以实现盈亏平衡。蔚来汽车今年前3季度累计净亏损人民币86.51亿元,同比暴涨361.8%,其中第3季度净亏损超过去年全年。截至今年...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-11-25/doc-imqqsmrp7485376.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BITA":"易车","BK4099":"汽车制造商","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","BK1588":"回港中概股","BK4526":"热门中概股","BK1119":"汽车制造商","NIO.SI":"蔚来","EVS.SI":"MSCI 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巴伦专访","htmlText":"文|《巴伦周刊》撰稿人莱斯利·诺顿(Leslie P. Norton) 编辑|彭韧 拜登上任之后,是时候买进周期股和小盘股了。 是时候买入周期股和小盘股了。这是一个大胆的呼吁,尤其是对于那些在过去10年中形成了“热炉思维”的基金经理来说。但这一次,备受追捧的美国银行策略师萨维塔•萨勃拉曼尼亚(Savita Subramanian)表示,(周期股和小盘股)超出市场的表现可能会持续数年,就像科技股泡沫破裂后的情况一样。在今天,寻找有前景的投资项目变得更加重要,尤其是如果市场的回报率像她所预期那样低的话。 萨勃拉曼尼亚在加州大学伯克利分校(University of California,Berkeley)主修数学和哲学,她在研究投资者情绪时大量使用量化数据,自2011年以来一直担任首席策略师。她最近与《巴伦周刊》记者聊了聊拜登政府将如何实现经济增长,以及为什么尽管她是该公司ESG的负责人,但她仍然推荐能源类股票。更多内容请阅读以下经过编辑的摘录。 《巴伦周刊》:拜登总统已经发布了几十条行政令,投资者应该如何消化这些政策? 萨维塔 · 萨勃拉曼尼亚:它们代表了过去四年占据市场领导地位的一些主题变化和重大改变。本届政府不太关注资产通胀,而更多关注实际通胀、创造就业机会和重振实体经济,而不仅仅是提高股市回报。 听听新政府的说辞,他们并没有把标普500指数或投资回报率作为衡量成败的指标。相反,他们致力于解决市场中一些更大的不平等问题,比如收入不平等。这意味着我们将看到不那么好的市场回报,但总体经济回报可能更大。 《巴伦周刊》:你的市场预测相当温和。 萨维塔 · 萨勃拉曼尼亚:我是华尔街最低的预测之一。我们预计标普500指数将达到3800点。这是一个偏重高科技成长公司的基准指数,我们预计标普500今年的收益将增长20% 左右。显然,我们预期看到一些市盈率的收缩,同时我们预计将看到非常强劲","listText":"文|《巴伦周刊》撰稿人莱斯利·诺顿(Leslie P. Norton) 编辑|彭韧 拜登上任之后,是时候买进周期股和小盘股了。 是时候买入周期股和小盘股了。这是一个大胆的呼吁,尤其是对于那些在过去10年中形成了“热炉思维”的基金经理来说。但这一次,备受追捧的美国银行策略师萨维塔•萨勃拉曼尼亚(Savita Subramanian)表示,(周期股和小盘股)超出市场的表现可能会持续数年,就像科技股泡沫破裂后的情况一样。在今天,寻找有前景的投资项目变得更加重要,尤其是如果市场的回报率像她所预期那样低的话。 萨勃拉曼尼亚在加州大学伯克利分校(University of California,Berkeley)主修数学和哲学,她在研究投资者情绪时大量使用量化数据,自2011年以来一直担任首席策略师。她最近与《巴伦周刊》记者聊了聊拜登政府将如何实现经济增长,以及为什么尽管她是该公司ESG的负责人,但她仍然推荐能源类股票。更多内容请阅读以下经过编辑的摘录。 《巴伦周刊》:拜登总统已经发布了几十条行政令,投资者应该如何消化这些政策? 萨维塔 · 萨勃拉曼尼亚:它们代表了过去四年占据市场领导地位的一些主题变化和重大改变。本届政府不太关注资产通胀,而更多关注实际通胀、创造就业机会和重振实体经济,而不仅仅是提高股市回报。 听听新政府的说辞,他们并没有把标普500指数或投资回报率作为衡量成败的指标。相反,他们致力于解决市场中一些更大的不平等问题,比如收入不平等。这意味着我们将看到不那么好的市场回报,但总体经济回报可能更大。 《巴伦周刊》:你的市场预测相当温和。 萨维塔 · 萨勃拉曼尼亚:我是华尔街最低的预测之一。我们预计标普500指数将达到3800点。这是一个偏重高科技成长公司的基准指数,我们预计标普500今年的收益将增长20% 左右。显然,我们预期看到一些市盈率的收缩,同时我们预计将看到非常强劲","text":"文|《巴伦周刊》撰稿人莱斯利·诺顿(Leslie P. Norton) 编辑|彭韧 拜登上任之后,是时候买进周期股和小盘股了。 是时候买入周期股和小盘股了。这是一个大胆的呼吁,尤其是对于那些在过去10年中形成了“热炉思维”的基金经理来说。但这一次,备受追捧的美国银行策略师萨维塔•萨勃拉曼尼亚(Savita Subramanian)表示,(周期股和小盘股)超出市场的表现可能会持续数年,就像科技股泡沫破裂后的情况一样。在今天,寻找有前景的投资项目变得更加重要,尤其是如果市场的回报率像她所预期那样低的话。 萨勃拉曼尼亚在加州大学伯克利分校(University of California,Berkeley)主修数学和哲学,她在研究投资者情绪时大量使用量化数据,自2011年以来一直担任首席策略师。她最近与《巴伦周刊》记者聊了聊拜登政府将如何实现经济增长,以及为什么尽管她是该公司ESG的负责人,但她仍然推荐能源类股票。更多内容请阅读以下经过编辑的摘录。 《巴伦周刊》:拜登总统已经发布了几十条行政令,投资者应该如何消化这些政策? 萨维塔 · 萨勃拉曼尼亚:它们代表了过去四年占据市场领导地位的一些主题变化和重大改变。本届政府不太关注资产通胀,而更多关注实际通胀、创造就业机会和重振实体经济,而不仅仅是提高股市回报。 听听新政府的说辞,他们并没有把标普500指数或投资回报率作为衡量成败的指标。相反,他们致力于解决市场中一些更大的不平等问题,比如收入不平等。这意味着我们将看到不那么好的市场回报,但总体经济回报可能更大。 《巴伦周刊》:你的市场预测相当温和。 萨维塔 · 萨勃拉曼尼亚:我是华尔街最低的预测之一。我们预计标普500指数将达到3800点。这是一个偏重高科技成长公司的基准指数,我们预计标普500今年的收益将增长20% 左右。显然,我们预期看到一些市盈率的收缩,同时我们预计将看到非常强劲","images":[{"img":"https://static.tigerbbs.com/9c4776ddac0743719e4a85625058073d","width":"1080","height":"720"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384114628","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959965633,"gmtCreate":1589722648322,"gmtModify":1704190474926,"author":{"id":"3550442752865201","authorId":"3550442752865201","name":"yousayimcraz","avatar":"https://static.tigerbbs.com/73909e18f63e7dabb72e8c42e1ab8282","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550442752865201","authorIdStr":"3550442752865201"},"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/959965633","repostId":"950773455","repostType":1,"repost":{"id":950773455,"gmtCreate":1589546885268,"gmtModify":1704190260268,"author":{"id":"3511911760748454","authorId":"3511911760748454","name":"14亿少女的梦","avatar":"https://static.tigerbbs.com/bf0bebaaab1963be40402bcfa7e8c1aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511911760748454","authorIdStr":"3511911760748454"},"themes":[],"htmlText":"机构持仓查询网站推荐:https://whalewisdom.com/ 比起让人眼花的SEC官网,这个网站查机构持仓很方便,可以根据买入、卖出进行筛选 桥水这次买的中概确实不少,买了好未来、中通、蔚来、腾讯音乐、58同城等,同时减持了百度、特斯拉、新东方等 <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>","listText":"机构持仓查询网站推荐:https://whalewisdom.com/ 比起让人眼花的SEC官网,这个网站查机构持仓很方便,可以根据买入、卖出进行筛选 桥水这次买的中概确实不少,买了好未来、中通、蔚来、腾讯音乐、58同城等,同时减持了百度、特斯拉、新东方等 <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a>","text":"机构持仓查询网站推荐:https://whalewisdom.com/ 比起让人眼花的SEC官网,这个网站查机构持仓很方便,可以根据买入、卖出进行筛选 桥水这次买的中概确实不少,买了好未来、中通、蔚来、腾讯音乐、58同城等,同时减持了百度、特斯拉、新东方等 $百度(BIDU)$ $特斯拉(TSLA)$ $好未来(TAL)$","images":[{"img":"https://static.tigerbbs.com/e47b9a88a300c78dcdb4a75a52821e3a","width":"1881","height":"754"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/950773455","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927083639,"gmtCreate":1588675210921,"gmtModify":1704177982650,"author":{"id":"3550442752865201","authorId":"3550442752865201","name":"yousayimcraz","avatar":"https://static.tigerbbs.com/73909e18f63e7dabb72e8c42e1ab8282","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550442752865201","authorIdStr":"3550442752865201"},"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/927083639","repostId":"924542922","repostType":1,"repost":{"id":924542922,"gmtCreate":1588514563866,"gmtModify":1704367714265,"author":{"id":"3503101861637632","authorId":"3503101861637632","name":"萧蝶sally","avatar":"https://static.tigerbbs.com/47359d8d1cd34a1d4a1e6b243e7814e3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503101861637632","authorIdStr":"3503101861637632"},"themes":[],"title":"赚你该赚的钱","htmlText":"作者:sally其实很多实战经验,是不舍得分享、传授的。毕竟大家都在整个市场中,韭菜通过不断的学习就可以变成猎人,而韭菜越少,猎人的收获越少。犹豫再三,分享给大家。也许因为自己还年轻,也许我以后写的东西会越来越少了。 2020.05.03 sally正文一:最容易让群众们赚到钱的方法。1.毫无疑问,请投资大盘指数,可以投资多个指数品种,但是一定要坚持定投。2.耐心坚持、定期投资。大量的数据得出:在长期的时间里,定期、定额投资大盘指数,无论在什么时间段开始,都会在未来的某一天达到20%的盈利,且耗费的时间远远短于通胀贬值、收益率远高于银行活期。3.个人建议:不要贪心,赚多赚少都是赚。到达15%的盈利就可以走人了,没必要非等20%。二:做沉稳的投资人1.在所有普通群众投资群体中,有这么一群人。他们的收益率超过了76%的投资人,这些人我们称牛人散户。他们的特征就是:70后占比最大,也有一部分80后。因此得出:年纪越大、积累的经验和阅历越多的人,越可以赚到钱。2.他们有几个共性可以供我们学习:投资性格沉稳,很少做短线交易,不追涨杀跌。并且全部采用“长投、定投”“长期持有”的投资策略。因此得出:年纪大的人,投资更沉稳,更有耐心。3.反观频繁在市场杀进杀出的群体,亏损率远超整体。他们的共同特征是:每次投资,持有时间均短于7天。因此得出:不要轻易做选择,选择的次数越多,错误的机率越大。越“折腾”越没有耐心,越心累。这样的人在投资的长河中,永远都是被收割的韭菜。也许一笔赚了,在下一笔就会亏回去。就像永远在赌场的人。虽然偶尔也会有赌王诞生,但这个世界大部分的人都不是主角,都是没有主角关怀","listText":"作者:sally其实很多实战经验,是不舍得分享、传授的。毕竟大家都在整个市场中,韭菜通过不断的学习就可以变成猎人,而韭菜越少,猎人的收获越少。犹豫再三,分享给大家。也许因为自己还年轻,也许我以后写的东西会越来越少了。 2020.05.03 sally正文一:最容易让群众们赚到钱的方法。1.毫无疑问,请投资大盘指数,可以投资多个指数品种,但是一定要坚持定投。2.耐心坚持、定期投资。大量的数据得出:在长期的时间里,定期、定额投资大盘指数,无论在什么时间段开始,都会在未来的某一天达到20%的盈利,且耗费的时间远远短于通胀贬值、收益率远高于银行活期。3.个人建议:不要贪心,赚多赚少都是赚。到达15%的盈利就可以走人了,没必要非等20%。二:做沉稳的投资人1.在所有普通群众投资群体中,有这么一群人。他们的收益率超过了76%的投资人,这些人我们称牛人散户。他们的特征就是:70后占比最大,也有一部分80后。因此得出:年纪越大、积累的经验和阅历越多的人,越可以赚到钱。2.他们有几个共性可以供我们学习:投资性格沉稳,很少做短线交易,不追涨杀跌。并且全部采用“长投、定投”“长期持有”的投资策略。因此得出:年纪大的人,投资更沉稳,更有耐心。3.反观频繁在市场杀进杀出的群体,亏损率远超整体。他们的共同特征是:每次投资,持有时间均短于7天。因此得出:不要轻易做选择,选择的次数越多,错误的机率越大。越“折腾”越没有耐心,越心累。这样的人在投资的长河中,永远都是被收割的韭菜。也许一笔赚了,在下一笔就会亏回去。就像永远在赌场的人。虽然偶尔也会有赌王诞生,但这个世界大部分的人都不是主角,都是没有主角关怀","text":"作者:sally其实很多实战经验,是不舍得分享、传授的。毕竟大家都在整个市场中,韭菜通过不断的学习就可以变成猎人,而韭菜越少,猎人的收获越少。犹豫再三,分享给大家。也许因为自己还年轻,也许我以后写的东西会越来越少了。 2020.05.03 sally正文一:最容易让群众们赚到钱的方法。1.毫无疑问,请投资大盘指数,可以投资多个指数品种,但是一定要坚持定投。2.耐心坚持、定期投资。大量的数据得出:在长期的时间里,定期、定额投资大盘指数,无论在什么时间段开始,都会在未来的某一天达到20%的盈利,且耗费的时间远远短于通胀贬值、收益率远高于银行活期。3.个人建议:不要贪心,赚多赚少都是赚。到达15%的盈利就可以走人了,没必要非等20%。二:做沉稳的投资人1.在所有普通群众投资群体中,有这么一群人。他们的收益率超过了76%的投资人,这些人我们称牛人散户。他们的特征就是:70后占比最大,也有一部分80后。因此得出:年纪越大、积累的经验和阅历越多的人,越可以赚到钱。2.他们有几个共性可以供我们学习:投资性格沉稳,很少做短线交易,不追涨杀跌。并且全部采用“长投、定投”“长期持有”的投资策略。因此得出:年纪大的人,投资更沉稳,更有耐心。3.反观频繁在市场杀进杀出的群体,亏损率远超整体。他们的共同特征是:每次投资,持有时间均短于7天。因此得出:不要轻易做选择,选择的次数越多,错误的机率越大。越“折腾”越没有耐心,越心累。这样的人在投资的长河中,永远都是被收割的韭菜。也许一笔赚了,在下一笔就会亏回去。就像永远在赌场的人。虽然偶尔也会有赌王诞生,但这个世界大部分的人都不是主角,都是没有主角关怀","images":[{"img":"https://static.tigerbbs.com/2b829301e175da94b40245a4eb936508","width":"4032","height":"3024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924542922","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}