+关注
怪兽射击呢
暂无个人介绍
IP属地：上海
20
关注
0
粉丝
0
主题
0
勋章
主贴
热门
怪兽射击呢
2022-02-05
不服不行
巴菲特再现“神操作”！疫情期间购入的五家日本贸易公司大赚
怪兽射击呢
2022-03-11
有完没完了，他奶奶的
抱歉，原内容已删除
怪兽射击呢
2022-02-16
$Upstart Holdings, Inc.(UPST)$
这货这么顶吗😂
怪兽射击呢
2021-04-29
$TradeUP Global Corp.(TUGCU)$
彳亍不彳亍了，快点吧😑
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3553117855705341,"uuid":"3553117855705341","gmtCreate":1590024827632,"gmtModify":1619755479129,"name":"怪兽射击呢","pinyin":"gssjnguaishoushejine","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/aa8b3e81988350c7f17d866308aad1e2","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":20,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":9,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.70%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.18","exceedPercentage":"80.34%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":1,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":635290540,"gmtCreate":1647002454316,"gmtModify":1647008129737,"author":{"id":"3553117855705341","authorId":"3553117855705341","name":"怪兽射击呢","avatar":"https://static.tigerbbs.com/aa8b3e81988350c7f17d866308aad1e2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"有完没完了，他奶奶的","listText":"有完没完了，他奶奶的","text":"有完没完了，他奶奶的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635290540","repostId":"1131846628","repostType":2,"repost":{"id":"1131846628","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646998042,"share":"https://www.laohu8.com/m/news/1131846628?lang=&edition=full","pubTime":"2022-03-11 19:27","market":"fut","language":"zh","title":"俄罗斯总统普京：与乌克兰的谈判出现了一些积极转变","url":"https://stock-news.laohu8.com/highlight/detail?id=1131846628","media":"老虎资讯综合","summary":"3月11日晚间消息，俄罗斯总统普京：与乌克兰的谈判出现了一些积极的转变。美股三大股指期货直线拉升，截至发稿涨幅均超1%。欧股持续拉涨，德国DAX指数一度涨超4%，法国CAC40指数一度涨超3%。美、布","content":"<html><head></head><body><p>3月11日晚间消息，<b>俄罗斯总统普京：与乌克兰的谈判出现了一些积极的转变。</b></p><p>美股三大股指期货直线拉升，截至发稿涨幅均超1%。欧股持续拉涨，德国DAX指数一度涨超4%，法国CAC40指数一度涨超3%。</p><p><img src=\"https://static.tigerbbs.com/2ec755173174a22740f3d5d81c0b852d\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/514415703381669331a3d882396fc1a1\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"/></p><p>美、布两油短线走低超2美元，现分别报107.4美元/桶和111.24美元/桶，日内涨幅收窄至2%。</p><p><img src=\"https://static.tigerbbs.com/72518d5fb6eaeab6e67c5458b312bd0c\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>俄罗斯总统普京：与乌克兰的谈判出现了一些积极转变</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; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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俄罗斯总统普京：与乌克兰的谈判出现了一些积极转变\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-03-11 19:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月11日晚间消息，<b>俄罗斯总统普京：与乌克兰的谈判出现了一些积极的转变。</b></p><p>美股三大股指期货直线拉升，截至发稿涨幅均超1%。欧股持续拉涨，德国DAX指数一度涨超4%，法国CAC40指数一度涨超3%。</p><p><img src=\"https://static.tigerbbs.com/2ec755173174a22740f3d5d81c0b852d\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/514415703381669331a3d882396fc1a1\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"/></p><p>美、布两油短线走低超2美元，现分别报107.4美元/桶和111.24美元/桶，日内涨幅收窄至2%。</p><p><img src=\"https://static.tigerbbs.com/72518d5fb6eaeab6e67c5458b312bd0c\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5220867b3cdbe5742285eb4f2fbba122","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131846628","content_text":"3月11日晚间消息，俄罗斯总统普京：与乌克兰的谈判出现了一些积极的转变。美股三大股指期货直线拉升，截至发稿涨幅均超1%。欧股持续拉涨，德国DAX指数一度涨超4%，法国CAC40指数一度涨超3%。美、布两油短线走低超2美元，现分别报107.4美元/桶和111.24美元/桶，日内涨幅收窄至2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638989215,"gmtCreate":1645025438939,"gmtModify":1645025461683,"author":{"id":"3553117855705341","authorId":"3553117855705341","name":"怪兽射击呢","avatar":"https://static.tigerbbs.com/aa8b3e81988350c7f17d866308aad1e2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>这货这么顶吗😂","listText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>这货这么顶吗😂","text":"$Upstart Holdings, Inc.(UPST)$这货这么顶吗😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638989215","isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633652778,"gmtCreate":1644030642794,"gmtModify":1644030642794,"author":{"id":"3553117855705341","authorId":"3553117855705341","name":"怪兽射击呢","avatar":"https://static.tigerbbs.com/aa8b3e81988350c7f17d866308aad1e2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"不服不行","listText":"不服不行","text":"不服不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633652778","repostId":"1186055185","repostType":2,"repost":{"id":"1186055185","pubTimestamp":1644022812,"share":"https://www.laohu8.com/m/news/1186055185?lang=&edition=full","pubTime":"2022-02-05 09:00","market":"us","language":"zh","title":"巴菲特再现“神操作”！疫情期间购入的五家日本贸易公司大赚","url":"https://stock-news.laohu8.com/highlight/detail?id=1186055185","media":"华尔街见闻","summary":"摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回","content":"<html><head></head><body><blockquote>摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。</blockquote><p>“股神”到底是“股神”。</p><p>2020年8月，巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元，震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。</p><p>2021年8月，随着大宗商品价格的飙升，伯克希尔所持有的这五家公司股份的总价值增加了约20亿美元，回报率超过30%，而这一回报率还未计入股息收入。</p><p>2022年，由于供应限制和地缘政治紧张局势，再加上需求反弹，导致能源、金属和农作物等大宗商品价格飙升，而巴菲特所持股的这些日本公司一直是大宗商品红火涨势中的最大赢家。</p><p>这也意味着，巴菲特通过持有这些公司间接做多大宗商品。</p><p>华尔街稍早前文章提及，摩根士丹利认为“商品今年将继续跑赢股票”，通胀保护、能源转型、地缘风险、重新开放和投资不足这五大因素将继续支持大宗商品价格。</p><p>不仅仅是大摩唱多大宗商品，全球头号对冲基金桥水高管Karen Karniol-Tambour同样表示，随着经济的扩张和价格的上涨，大宗商品是最未被充分利用的对冲通货膨胀的工具。</p><p>巴菲特投资的这五家公司，分别是伊藤忠商事、丸红公司、三菱商事、三井物产和住友商事。在日本，这些公司通常被称为综合商社（sogo shosha），但他们更类似投资银行或者私募股权投资公司，都拥有令人眼花缭乱的业务和投资组合。近期从原油到铁矿石的价格反弹直接提高了其收入前景。</p><p>比如丸红公司Marubeni Corp.本周四股价就飙升至历史最高点，此前该公司提高了全年预测并宣布了回购计划。其他例如三菱、伊藤忠和三井物产也提高了他们的预测。</p><p>尽管丸红的首席执行官Masumi Kakinoki“谦虚”的表示“涨幅离谱，我们正在冷静地评估。前景可能是不确定的，其他公司也不希望过于依赖商品。”但不可否认的是，这些公司是日本海外能源和金属资产的最大投资者，受益于当前的行情以及其也从区域价格套利中获利。</p><p>据彭博社消息称，91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人。价值投资巴菲特投资理念的基石，也是他的伯克希尔-哈撒韦公司的重点，自今年年初以来，其累计涨幅4.45%的表现超过了同期科技公司和标准普尔500指数。</p><p>华尔街见闻稍早前文章也提及，在美联储收紧货币政策的大背景下，美股价值股将在2022年跑赢成长股，素来有“牛熊的风向标”之称的巴菲特和伯克希尔或将在当前行情中收益，其长期投资的理念再次得到回报，伯克希尔哈撒韦市值已经超过Meta，而且也有望冲击下一个万亿美元级的公司。</p></body></html>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴菲特再现“神操作”！疫情期间购入的五家日本贸易公司大赚</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; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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巴菲特再现“神操作”！疫情期间购入的五家日本贸易公司大赚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 09:00 北京时间 <a href=https://wallstreetcn.com/articles/3651193><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。“股神”到底是“股神”。2020年8月，巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元，震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651193\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3651193","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1186055185","content_text":"摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。“股神”到底是“股神”。2020年8月，巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元，震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。2021年8月，随着大宗商品价格的飙升，伯克希尔所持有的这五家公司股份的总价值增加了约20亿美元，回报率超过30%，而这一回报率还未计入股息收入。2022年，由于供应限制和地缘政治紧张局势，再加上需求反弹，导致能源、金属和农作物等大宗商品价格飙升，而巴菲特所持股的这些日本公司一直是大宗商品红火涨势中的最大赢家。这也意味着，巴菲特通过持有这些公司间接做多大宗商品。华尔街稍早前文章提及，摩根士丹利认为“商品今年将继续跑赢股票”，通胀保护、能源转型、地缘风险、重新开放和投资不足这五大因素将继续支持大宗商品价格。不仅仅是大摩唱多大宗商品，全球头号对冲基金桥水高管Karen Karniol-Tambour同样表示，随着经济的扩张和价格的上涨，大宗商品是最未被充分利用的对冲通货膨胀的工具。巴菲特投资的这五家公司，分别是伊藤忠商事、丸红公司、三菱商事、三井物产和住友商事。在日本，这些公司通常被称为综合商社（sogo shosha），但他们更类似投资银行或者私募股权投资公司，都拥有令人眼花缭乱的业务和投资组合。近期从原油到铁矿石的价格反弹直接提高了其收入前景。比如丸红公司Marubeni Corp.本周四股价就飙升至历史最高点，此前该公司提高了全年预测并宣布了回购计划。其他例如三菱、伊藤忠和三井物产也提高了他们的预测。尽管丸红的首席执行官Masumi Kakinoki“谦虚”的表示“涨幅离谱，我们正在冷静地评估。前景可能是不确定的，其他公司也不希望过于依赖商品。”但不可否认的是，这些公司是日本海外能源和金属资产的最大投资者，受益于当前的行情以及其也从区域价格套利中获利。据彭博社消息称，91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人。价值投资巴菲特投资理念的基石，也是他的伯克希尔-哈撒韦公司的重点，自今年年初以来，其累计涨幅4.45%的表现超过了同期科技公司和标准普尔500指数。华尔街见闻稍早前文章也提及，在美联储收紧货币政策的大背景下，美股价值股将在2022年跑赢成长股，素来有“牛熊的风向标”之称的巴菲特和伯克希尔或将在当前行情中收益，其长期投资的理念再次得到回报，伯克希尔哈撒韦市值已经超过Meta，而且也有望冲击下一个万亿美元级的公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109498354,"gmtCreate":1619708152478,"gmtModify":1619708152478,"author":{"id":"3553117855705341","authorId":"3553117855705341","name":"怪兽射击呢","avatar":"https://static.tigerbbs.com/aa8b3e81988350c7f17d866308aad1e2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUGCU\">$TradeUP Global Corp.(TUGCU)$</a>彳亍不彳亍了，快点吧😑","listText":"<a href=\"https://laohu8.com/S/TUGCU\">$TradeUP Global Corp.(TUGCU)$</a>彳亍不彳亍了，快点吧😑","text":"$TradeUP Global Corp.(TUGCU)$彳亍不彳亍了，快点吧😑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109498354","isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":633652778,"gmtCreate":1644030642794,"gmtModify":1644030642794,"author":{"id":"3553117855705341","authorId":"3553117855705341","name":"怪兽射击呢","avatar":"https://static.tigerbbs.com/aa8b3e81988350c7f17d866308aad1e2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"不服不行","listText":"不服不行","text":"不服不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633652778","repostId":"1186055185","repostType":2,"repost":{"id":"1186055185","pubTimestamp":1644022812,"share":"https://www.laohu8.com/m/news/1186055185?lang=&edition=full","pubTime":"2022-02-05 09:00","market":"us","language":"zh","title":"巴菲特再现“神操作”！疫情期间购入的五家日本贸易公司大赚","url":"https://stock-news.laohu8.com/highlight/detail?id=1186055185","media":"华尔街见闻","summary":"摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回","content":"<html><head></head><body><blockquote>摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。</blockquote><p>“股神”到底是“股神”。</p><p>2020年8月，巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元，震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。</p><p>2021年8月，随着大宗商品价格的飙升，伯克希尔所持有的这五家公司股份的总价值增加了约20亿美元，回报率超过30%，而这一回报率还未计入股息收入。</p><p>2022年，由于供应限制和地缘政治紧张局势，再加上需求反弹，导致能源、金属和农作物等大宗商品价格飙升，而巴菲特所持股的这些日本公司一直是大宗商品红火涨势中的最大赢家。</p><p>这也意味着，巴菲特通过持有这些公司间接做多大宗商品。</p><p>华尔街稍早前文章提及，摩根士丹利认为“商品今年将继续跑赢股票”，通胀保护、能源转型、地缘风险、重新开放和投资不足这五大因素将继续支持大宗商品价格。</p><p>不仅仅是大摩唱多大宗商品，全球头号对冲基金桥水高管Karen Karniol-Tambour同样表示，随着经济的扩张和价格的上涨，大宗商品是最未被充分利用的对冲通货膨胀的工具。</p><p>巴菲特投资的这五家公司，分别是伊藤忠商事、丸红公司、三菱商事、三井物产和住友商事。在日本，这些公司通常被称为综合商社（sogo shosha），但他们更类似投资银行或者私募股权投资公司，都拥有令人眼花缭乱的业务和投资组合。近期从原油到铁矿石的价格反弹直接提高了其收入前景。</p><p>比如丸红公司Marubeni Corp.本周四股价就飙升至历史最高点，此前该公司提高了全年预测并宣布了回购计划。其他例如三菱、伊藤忠和三井物产也提高了他们的预测。</p><p>尽管丸红的首席执行官Masumi Kakinoki“谦虚”的表示“涨幅离谱，我们正在冷静地评估。前景可能是不确定的，其他公司也不希望过于依赖商品。”但不可否认的是，这些公司是日本海外能源和金属资产的最大投资者，受益于当前的行情以及其也从区域价格套利中获利。</p><p>据彭博社消息称，91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人。价值投资巴菲特投资理念的基石，也是他的伯克希尔-哈撒韦公司的重点，自今年年初以来，其累计涨幅4.45%的表现超过了同期科技公司和标准普尔500指数。</p><p>华尔街见闻稍早前文章也提及，在美联储收紧货币政策的大背景下，美股价值股将在2022年跑赢成长股，素来有“牛熊的风向标”之称的巴菲特和伯克希尔或将在当前行情中收益，其长期投资的理念再次得到回报，伯克希尔哈撒韦市值已经超过Meta，而且也有望冲击下一个万亿美元级的公司。</p></body></html>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巴菲特再现“神操作”！疫情期间购入的五家日本贸易公司大赚</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; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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巴菲特再现“神操作”！疫情期间购入的五家日本贸易公司大赚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 09:00 北京时间 <a href=https://wallstreetcn.com/articles/3651193><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。“股神”到底是“股神”。2020年8月，巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元，震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651193\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3651193","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1186055185","content_text":"摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。“股神”到底是“股神”。2020年8月，巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元，震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。2021年8月，随着大宗商品价格的飙升，伯克希尔所持有的这五家公司股份的总价值增加了约20亿美元，回报率超过30%，而这一回报率还未计入股息收入。2022年，由于供应限制和地缘政治紧张局势，再加上需求反弹，导致能源、金属和农作物等大宗商品价格飙升，而巴菲特所持股的这些日本公司一直是大宗商品红火涨势中的最大赢家。这也意味着，巴菲特通过持有这些公司间接做多大宗商品。华尔街稍早前文章提及，摩根士丹利认为“商品今年将继续跑赢股票”，通胀保护、能源转型、地缘风险、重新开放和投资不足这五大因素将继续支持大宗商品价格。不仅仅是大摩唱多大宗商品，全球头号对冲基金桥水高管Karen Karniol-Tambour同样表示，随着经济的扩张和价格的上涨，大宗商品是最未被充分利用的对冲通货膨胀的工具。巴菲特投资的这五家公司，分别是伊藤忠商事、丸红公司、三菱商事、三井物产和住友商事。在日本，这些公司通常被称为综合商社（sogo shosha），但他们更类似投资银行或者私募股权投资公司，都拥有令人眼花缭乱的业务和投资组合。近期从原油到铁矿石的价格反弹直接提高了其收入前景。比如丸红公司Marubeni Corp.本周四股价就飙升至历史最高点，此前该公司提高了全年预测并宣布了回购计划。其他例如三菱、伊藤忠和三井物产也提高了他们的预测。尽管丸红的首席执行官Masumi Kakinoki“谦虚”的表示“涨幅离谱，我们正在冷静地评估。前景可能是不确定的，其他公司也不希望过于依赖商品。”但不可否认的是，这些公司是日本海外能源和金属资产的最大投资者，受益于当前的行情以及其也从区域价格套利中获利。据彭博社消息称，91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人。价值投资巴菲特投资理念的基石，也是他的伯克希尔-哈撒韦公司的重点，自今年年初以来，其累计涨幅4.45%的表现超过了同期科技公司和标准普尔500指数。华尔街见闻稍早前文章也提及，在美联储收紧货币政策的大背景下，美股价值股将在2022年跑赢成长股，素来有“牛熊的风向标”之称的巴菲特和伯克希尔或将在当前行情中收益，其长期投资的理念再次得到回报，伯克希尔哈撒韦市值已经超过Meta，而且也有望冲击下一个万亿美元级的公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635290540,"gmtCreate":1647002454316,"gmtModify":1647008129737,"author":{"id":"3553117855705341","authorId":"3553117855705341","name":"怪兽射击呢","avatar":"https://static.tigerbbs.com/aa8b3e81988350c7f17d866308aad1e2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"有完没完了，他奶奶的","listText":"有完没完了，他奶奶的","text":"有完没完了，他奶奶的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635290540","repostId":"1131846628","repostType":2,"isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638989215,"gmtCreate":1645025438939,"gmtModify":1645025461683,"author":{"id":"3553117855705341","authorId":"3553117855705341","name":"怪兽射击呢","avatar":"https://static.tigerbbs.com/aa8b3e81988350c7f17d866308aad1e2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>这货这么顶吗😂","listText":"<a href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>这货这么顶吗😂","text":"$Upstart Holdings, Inc.(UPST)$这货这么顶吗😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638989215","isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109498354,"gmtCreate":1619708152478,"gmtModify":1619708152478,"author":{"id":"3553117855705341","authorId":"3553117855705341","name":"怪兽射击呢","avatar":"https://static.tigerbbs.com/aa8b3e81988350c7f17d866308aad1e2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUGCU\">$TradeUP Global Corp.(TUGCU)$</a>彳亍不彳亍了，快点吧😑","listText":"<a href=\"https://laohu8.com/S/TUGCU\">$TradeUP Global Corp.(TUGCU)$</a>彳亍不彳亍了，快点吧😑","text":"$TradeUP Global Corp.(TUGCU)$彳亍不彳亍了，快点吧😑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109498354","isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
