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Abby杨
10-04
$闪送(FLX)$
几点开盘?
Abby杨
10-02
做空中国死的快[笑哭]
政策利好点燃中国资产,中概股空头已蒙受数十亿美元损失
Abby杨
2023-12-18
$海银控股(HYW)$
Abby杨
2021-10-23
这篇文章不错,转发给大家看
@BillionaireQ:授人以鱼,不如授人以渔 (普通人赚到1百万有方法吗?)
Abby杨
2021-10-05
$Camber Energy(CEI)$
熔断了我去
Abby杨
2021-09-30
$Camber Energy(CEI)$
过山车,搞得我失眠了[捂脸]
Abby杨
2021-09-22
发哥确定进的时候再进
@新發:
$NanoVibronix Inc(NAOV)$
1—2周内应该会形成有效票
Abby杨
2021-09-21
$Ilustrato Pictures International Inc.(ILUS)$
to the moon
Abby杨
2021-09-21
多学习,有长进
Abby杨
2021-09-14
👏👏
@新發:分享资金的分配方法及风控
Abby杨
2021-08-09
$瑞幸咖啡(LKNCY)$
谁有港币,我想加仓
Abby杨
2021-07-23
$瑞幸咖啡(LKNCY)$
总比奈雪强吧
Abby杨
2021-07-23
$瑞幸咖啡(LKNCY)$
留着子弹搞瑞幸
Abby杨
2021-07-21
$瑞幸咖啡(LKNCY)$
就不能破个15嘛
Abby杨
2021-07-06
$瑞幸咖啡(LKNCY)$
翻倍就走
Abby杨
2021-07-06
这篇文章不错,转发给大家看
抱歉,原内容已删除
Abby杨
2021-07-06
这篇文章不错,转发给大家看
@李永浩:瑞幸,危险又美丽
Abby杨
2021-07-03
$瑞幸咖啡(LKNCY)$
长期持有
Abby杨
2021-03-22
$瑞幸咖啡(LKNCY)$
嘿嘿😬
Abby杨
2021-02-19
$未来金融科技(FTFT)$
应该暴涨啊比特币概念股
去老虎APP查看更多动态
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","text":"做空中国死的快[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355673504178248","repostId":"1168746808","repostType":2,"repost":{"id":"1168746808","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":1727831758,"share":"https://www.laohu8.com/m/news/1168746808?lang=&edition=full","pubTime":"2024-10-02 09:15","market":"sh","language":"zh","title":"政策利好点燃中国资产,中概股空头已蒙受数十亿美元损失","url":"https://stock-news.laohu8.com/highlight/detail?id=1168746808","media":"老虎资讯综合","summary":"市场分析公司S3 Partners最新发布的报告指出,刺激政策推动中国股票强势反攻,已经导致做空在美上市中概股的交易者蒙受数十亿美元的损失。受一系列刺激政策组合拳提振,中国A股沪深300指数自9月13日低点已经涨超27%,追踪中概股表现的纳斯达克中国金龙指数则飙升逾36%。报告数据显示,这一惊人涨幅导致中概股空头今年以来约37亿美元收益蒸发殆尽,并且目前面临约32亿美元的账面损失。","content":"<html><head></head><body><p>市场分析公司S3 Partners最新发布的报告指出,刺激政策推动中国股票强势反攻,已经导致做空在美上市中概股的交易者蒙受数十亿美元的损失。</p><p>受一系列刺激政策组合拳提振,中国A股沪深300指数自9月13日低点已经涨超27%,追踪中概股表现的纳斯达克中国金龙指数则飙升逾36%。</p><p>报告数据显示,这一惊人涨幅导致中概股空头今年以来约37亿美元收益蒸发殆尽,并且目前面临约32亿美元的账面损失。</p><p>S3预测分析部门的董事总经理Ihor Dusaniwsky在报告中表示,自强劲反弹以来,做空中概股的交易已经退潮。</p><p>S3的数据显示,让空头蒙受最大损失的股票是阿里巴巴和京东,做空蔚来、理想汽车、小鹏汽车和拼多多的交易者仍有盈利。</p><p>数据显示,即使在美上市的中概股强劲反弹后,空头并未急于回补头寸。然而,S3预计,如果市场继续上涨,将出现“大规模的空头回补”,这将进一步推高股价。</p><p>在中国政府推出刺激计划令市场感到意外之前,做空中国股票一直是一种流行的策略,许多市场观察人士都看淡中国股票,有些人甚至认为中国“不值得投资”。就在上个月,美国银行全球基金经理调查显示,19% 的受访者表示,做空中国股票是最拥挤的交易,仅次于做多所谓的七大科技股。</p><p>Dusaniwsky 表示:“如果空头开始大量补仓,阿里巴巴的股价可能会受到最大影响,因为在此次反弹中,该股的卖空行为有所增加。由于卖空行为不再能抵消该股的部分多头买入压力,如果股价出现波动,买入补仓和多头买入同时进行可能会使股价走势更加陡峭。”</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>政策利好点燃中国资产,中概股空头已蒙受数十亿美元损失</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政策利好点燃中国资产,中概股空头已蒙受数十亿美元损失\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\">2024-10-02 09:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>市场分析公司S3 Partners最新发布的报告指出,刺激政策推动中国股票强势反攻,已经导致做空在美上市中概股的交易者蒙受数十亿美元的损失。</p><p>受一系列刺激政策组合拳提振,中国A股沪深300指数自9月13日低点已经涨超27%,追踪中概股表现的纳斯达克中国金龙指数则飙升逾36%。</p><p>报告数据显示,这一惊人涨幅导致中概股空头今年以来约37亿美元收益蒸发殆尽,并且目前面临约32亿美元的账面损失。</p><p>S3预测分析部门的董事总经理Ihor Dusaniwsky在报告中表示,自强劲反弹以来,做空中概股的交易已经退潮。</p><p>S3的数据显示,让空头蒙受最大损失的股票是阿里巴巴和京东,做空蔚来、理想汽车、小鹏汽车和拼多多的交易者仍有盈利。</p><p>数据显示,即使在美上市的中概股强劲反弹后,空头并未急于回补头寸。然而,S3预计,如果市场继续上涨,将出现“大规模的空头回补”,这将进一步推高股价。</p><p>在中国政府推出刺激计划令市场感到意外之前,做空中国股票一直是一种流行的策略,许多市场观察人士都看淡中国股票,有些人甚至认为中国“不值得投资”。就在上个月,美国银行全球基金经理调查显示,19% 的受访者表示,做空中国股票是最拥挤的交易,仅次于做多所谓的七大科技股。</p><p>Dusaniwsky 表示:“如果空头开始大量补仓,阿里巴巴的股价可能会受到最大影响,因为在此次反弹中,该股的卖空行为有所增加。由于卖空行为不再能抵消该股的部分多头买入压力,如果股价出现波动,买入补仓和多头买入同时进行可能会使股价走势更加陡峭。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/468fad6959bf869d187e8f577559a4ab","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168746808","content_text":"市场分析公司S3 Partners最新发布的报告指出,刺激政策推动中国股票强势反攻,已经导致做空在美上市中概股的交易者蒙受数十亿美元的损失。受一系列刺激政策组合拳提振,中国A股沪深300指数自9月13日低点已经涨超27%,追踪中概股表现的纳斯达克中国金龙指数则飙升逾36%。报告数据显示,这一惊人涨幅导致中概股空头今年以来约37亿美元收益蒸发殆尽,并且目前面临约32亿美元的账面损失。S3预测分析部门的董事总经理Ihor Dusaniwsky在报告中表示,自强劲反弹以来,做空中概股的交易已经退潮。S3的数据显示,让空头蒙受最大损失的股票是阿里巴巴和京东,做空蔚来、理想汽车、小鹏汽车和拼多多的交易者仍有盈利。数据显示,即使在美上市的中概股强劲反弹后,空头并未急于回补头寸。然而,S3预计,如果市场继续上涨,将出现“大规模的空头回补”,这将进一步推高股价。在中国政府推出刺激计划令市场感到意外之前,做空中国股票一直是一种流行的策略,许多市场观察人士都看淡中国股票,有些人甚至认为中国“不值得投资”。就在上个月,美国银行全球基金经理调查显示,19% 的受访者表示,做空中国股票是最拥挤的交易,仅次于做多所谓的七大科技股。Dusaniwsky 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(普通人赚到1百万有方法吗?)","htmlText":"股海10年,据老夫观察,普通人想在股市里做到第一个100万,可能只有一种方法(当然,从1000万做到100万事不算)。我们作为一穷二白的大多数,没技术没信息,想要做到100万,唯一的方法是跟庄家走,因为我们没有的这些庄家都有。跟随庄家大哥,追龙头,做主升是目前为止我们唯一的出路。更何况目前股市不同于去年,已经有触顶下行的趋势。那么怎么样才能追上庄家的节奏呢?接下来我会先说原理,再说操作方法,最后我会分享三条主力介入马上就要大涨的指标。只要能理解吃透以上几点,就一定能在股市里吃到肉。因为在过去的一年里,我用这个方法已经吃到不下3次大肉,具体有多大?上图,当然,相比动辄启动资金就几百万RMB的大佬我是比不了的。我们先说的概念叫做社会达尔文主义,说简单点儿就是物竞天择,适者生存。而股市其实就是一个100%符合社会达尔文主义的地方,想赚钱你只有比别人聪明,或者比别人资金量大,或者比别人获取的有效信息快才有可能,这三点我以前也说过,大家也非常明白。而如果你上面说的这些东西都没有,怎么办呢,只能跟庄家追龙头做主升。或者更直白地说,主力想在一支票里赚钱,一般会经历这么几个阶段,洗盘、吸筹、拉升、派发筹码然后出货,所以我们普通人只要和主力合力为主力打工,【【【然后切记】】】,提前下车,提前下车,提前下车,就能在一只票拉涨的过程中吃到肉(这个在之前我不止一次讲过,不管是除夕当天夜的CTRM,还是6月28号蔚来$NIO 在55$高位大家一片乐观的时候提醒各位下车无人听甚至嘲讽的时候我都讲过)。把下面这个过程记录下来,改进下来,循环复利,然后滚雪球就能做到我开头提到的那个目标了,这个过程就叫做跟庄参与主升浪。然而如何做呢?往下看,如何判断一只票马上启动进入大涨区间,掌握三个指标就基本八九不离十了,第一个,如果长期横盘,那支票突然间放量大涨,这个时候一定第一时间去看公告,如果说这个时候并没有重大利","listText":"股海10年,据老夫观察,普通人想在股市里做到第一个100万,可能只有一种方法(当然,从1000万做到100万事不算)。我们作为一穷二白的大多数,没技术没信息,想要做到100万,唯一的方法是跟庄家走,因为我们没有的这些庄家都有。跟随庄家大哥,追龙头,做主升是目前为止我们唯一的出路。更何况目前股市不同于去年,已经有触顶下行的趋势。那么怎么样才能追上庄家的节奏呢?接下来我会先说原理,再说操作方法,最后我会分享三条主力介入马上就要大涨的指标。只要能理解吃透以上几点,就一定能在股市里吃到肉。因为在过去的一年里,我用这个方法已经吃到不下3次大肉,具体有多大?上图,当然,相比动辄启动资金就几百万RMB的大佬我是比不了的。我们先说的概念叫做社会达尔文主义,说简单点儿就是物竞天择,适者生存。而股市其实就是一个100%符合社会达尔文主义的地方,想赚钱你只有比别人聪明,或者比别人资金量大,或者比别人获取的有效信息快才有可能,这三点我以前也说过,大家也非常明白。而如果你上面说的这些东西都没有,怎么办呢,只能跟庄家追龙头做主升。或者更直白地说,主力想在一支票里赚钱,一般会经历这么几个阶段,洗盘、吸筹、拉升、派发筹码然后出货,所以我们普通人只要和主力合力为主力打工,【【【然后切记】】】,提前下车,提前下车,提前下车,就能在一只票拉涨的过程中吃到肉(这个在之前我不止一次讲过,不管是除夕当天夜的CTRM,还是6月28号蔚来$NIO 在55$高位大家一片乐观的时候提醒各位下车无人听甚至嘲讽的时候我都讲过)。把下面这个过程记录下来,改进下来,循环复利,然后滚雪球就能做到我开头提到的那个目标了,这个过程就叫做跟庄参与主升浪。然而如何做呢?往下看,如何判断一只票马上启动进入大涨区间,掌握三个指标就基本八九不离十了,第一个,如果长期横盘,那支票突然间放量大涨,这个时候一定第一时间去看公告,如果说这个时候并没有重大利","text":"股海10年,据老夫观察,普通人想在股市里做到第一个100万,可能只有一种方法(当然,从1000万做到100万事不算)。我们作为一穷二白的大多数,没技术没信息,想要做到100万,唯一的方法是跟庄家走,因为我们没有的这些庄家都有。跟随庄家大哥,追龙头,做主升是目前为止我们唯一的出路。更何况目前股市不同于去年,已经有触顶下行的趋势。那么怎么样才能追上庄家的节奏呢?接下来我会先说原理,再说操作方法,最后我会分享三条主力介入马上就要大涨的指标。只要能理解吃透以上几点,就一定能在股市里吃到肉。因为在过去的一年里,我用这个方法已经吃到不下3次大肉,具体有多大?上图,当然,相比动辄启动资金就几百万RMB的大佬我是比不了的。我们先说的概念叫做社会达尔文主义,说简单点儿就是物竞天择,适者生存。而股市其实就是一个100%符合社会达尔文主义的地方,想赚钱你只有比别人聪明,或者比别人资金量大,或者比别人获取的有效信息快才有可能,这三点我以前也说过,大家也非常明白。而如果你上面说的这些东西都没有,怎么办呢,只能跟庄家追龙头做主升。或者更直白地说,主力想在一支票里赚钱,一般会经历这么几个阶段,洗盘、吸筹、拉升、派发筹码然后出货,所以我们普通人只要和主力合力为主力打工,【【【然后切记】】】,提前下车,提前下车,提前下车,就能在一只票拉涨的过程中吃到肉(这个在之前我不止一次讲过,不管是除夕当天夜的CTRM,还是6月28号蔚来$NIO 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几点开盘?","images":[{"img":"https://static.tigerbbs.com/6d1594b3688670d632c4e091226de0bb","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/356529679159384","isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":174079423,"gmtCreate":1627054641962,"gmtModify":1627054641962,"author":{"id":"3557118224458329","authorId":"3557118224458329","name":"Abby杨","avatar":"https://static.tigerbbs.com/a8cd307c2343d910f4a02520b4701a59","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557118224458329","idStr":"3557118224458329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>总比奈雪强吧","listText":"<a 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(普通人赚到1百万有方法吗?)","htmlText":"股海10年,据老夫观察,普通人想在股市里做到第一个100万,可能只有一种方法(当然,从1000万做到100万事不算)。我们作为一穷二白的大多数,没技术没信息,想要做到100万,唯一的方法是跟庄家走,因为我们没有的这些庄家都有。跟随庄家大哥,追龙头,做主升是目前为止我们唯一的出路。更何况目前股市不同于去年,已经有触顶下行的趋势。那么怎么样才能追上庄家的节奏呢?接下来我会先说原理,再说操作方法,最后我会分享三条主力介入马上就要大涨的指标。只要能理解吃透以上几点,就一定能在股市里吃到肉。因为在过去的一年里,我用这个方法已经吃到不下3次大肉,具体有多大?上图,当然,相比动辄启动资金就几百万RMB的大佬我是比不了的。我们先说的概念叫做社会达尔文主义,说简单点儿就是物竞天择,适者生存。而股市其实就是一个100%符合社会达尔文主义的地方,想赚钱你只有比别人聪明,或者比别人资金量大,或者比别人获取的有效信息快才有可能,这三点我以前也说过,大家也非常明白。而如果你上面说的这些东西都没有,怎么办呢,只能跟庄家追龙头做主升。或者更直白地说,主力想在一支票里赚钱,一般会经历这么几个阶段,洗盘、吸筹、拉升、派发筹码然后出货,所以我们普通人只要和主力合力为主力打工,【【【然后切记】】】,提前下车,提前下车,提前下车,就能在一只票拉涨的过程中吃到肉(这个在之前我不止一次讲过,不管是除夕当天夜的CTRM,还是6月28号蔚来$NIO 在55$高位大家一片乐观的时候提醒各位下车无人听甚至嘲讽的时候我都讲过)。把下面这个过程记录下来,改进下来,循环复利,然后滚雪球就能做到我开头提到的那个目标了,这个过程就叫做跟庄参与主升浪。然而如何做呢?往下看,如何判断一只票马上启动进入大涨区间,掌握三个指标就基本八九不离十了,第一个,如果长期横盘,那支票突然间放量大涨,这个时候一定第一时间去看公告,如果说这个时候并没有重大利","listText":"股海10年,据老夫观察,普通人想在股市里做到第一个100万,可能只有一种方法(当然,从1000万做到100万事不算)。我们作为一穷二白的大多数,没技术没信息,想要做到100万,唯一的方法是跟庄家走,因为我们没有的这些庄家都有。跟随庄家大哥,追龙头,做主升是目前为止我们唯一的出路。更何况目前股市不同于去年,已经有触顶下行的趋势。那么怎么样才能追上庄家的节奏呢?接下来我会先说原理,再说操作方法,最后我会分享三条主力介入马上就要大涨的指标。只要能理解吃透以上几点,就一定能在股市里吃到肉。因为在过去的一年里,我用这个方法已经吃到不下3次大肉,具体有多大?上图,当然,相比动辄启动资金就几百万RMB的大佬我是比不了的。我们先说的概念叫做社会达尔文主义,说简单点儿就是物竞天择,适者生存。而股市其实就是一个100%符合社会达尔文主义的地方,想赚钱你只有比别人聪明,或者比别人资金量大,或者比别人获取的有效信息快才有可能,这三点我以前也说过,大家也非常明白。而如果你上面说的这些东西都没有,怎么办呢,只能跟庄家追龙头做主升。或者更直白地说,主力想在一支票里赚钱,一般会经历这么几个阶段,洗盘、吸筹、拉升、派发筹码然后出货,所以我们普通人只要和主力合力为主力打工,【【【然后切记】】】,提前下车,提前下车,提前下车,就能在一只票拉涨的过程中吃到肉(这个在之前我不止一次讲过,不管是除夕当天夜的CTRM,还是6月28号蔚来$NIO 在55$高位大家一片乐观的时候提醒各位下车无人听甚至嘲讽的时候我都讲过)。把下面这个过程记录下来,改进下来,循环复利,然后滚雪球就能做到我开头提到的那个目标了,这个过程就叫做跟庄参与主升浪。然而如何做呢?往下看,如何判断一只票马上启动进入大涨区间,掌握三个指标就基本八九不离十了,第一个,如果长期横盘,那支票突然间放量大涨,这个时候一定第一时间去看公告,如果说这个时候并没有重大利","text":"股海10年,据老夫观察,普通人想在股市里做到第一个100万,可能只有一种方法(当然,从1000万做到100万事不算)。我们作为一穷二白的大多数,没技术没信息,想要做到100万,唯一的方法是跟庄家走,因为我们没有的这些庄家都有。跟随庄家大哥,追龙头,做主升是目前为止我们唯一的出路。更何况目前股市不同于去年,已经有触顶下行的趋势。那么怎么样才能追上庄家的节奏呢?接下来我会先说原理,再说操作方法,最后我会分享三条主力介入马上就要大涨的指标。只要能理解吃透以上几点,就一定能在股市里吃到肉。因为在过去的一年里,我用这个方法已经吃到不下3次大肉,具体有多大?上图,当然,相比动辄启动资金就几百万RMB的大佬我是比不了的。我们先说的概念叫做社会达尔文主义,说简单点儿就是物竞天择,适者生存。而股市其实就是一个100%符合社会达尔文主义的地方,想赚钱你只有比别人聪明,或者比别人资金量大,或者比别人获取的有效信息快才有可能,这三点我以前也说过,大家也非常明白。而如果你上面说的这些东西都没有,怎么办呢,只能跟庄家追龙头做主升。或者更直白地说,主力想在一支票里赚钱,一般会经历这么几个阶段,洗盘、吸筹、拉升、派发筹码然后出货,所以我们普通人只要和主力合力为主力打工,【【【然后切记】】】,提前下车,提前下车,提前下车,就能在一只票拉涨的过程中吃到肉(这个在之前我不止一次讲过,不管是除夕当天夜的CTRM,还是6月28号蔚来$NIO 在55$高位大家一片乐观的时候提醒各位下车无人听甚至嘲讽的时候我都讲过)。把下面这个过程记录下来,改进下来,循环复利,然后滚雪球就能做到我开头提到的那个目标了,这个过程就叫做跟庄参与主升浪。然而如何做呢?往下看,如何判断一只票马上启动进入大涨区间,掌握三个指标就基本八九不离十了,第一个,如果长期横盘,那支票突然间放量大涨,这个时候一定第一时间去看公告,如果说这个时候并没有重大利","images":[{"img":"https://static.tigerbbs.com/b59e4fcb1de120f5826e308e22a3a8e7","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/dba58eb36c97b7ca0a64c2bd3aa85ea8","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/39828ee146a54b0dc63d00e98719053d","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896259432","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387849551,"gmtCreate":1613740372973,"gmtModify":1613740372973,"author":{"id":"3557118224458329","authorId":"3557118224458329","name":"Abby杨","avatar":"https://static.tigerbbs.com/a8cd307c2343d910f4a02520b4701a59","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557118224458329","idStr":"3557118224458329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FTFT\">$未来金融科技(FTFT)$</a>应该暴涨啊比特币概念股","listText":"<a href=\"https://laohu8.com/S/FTFT\">$未来金融科技(FTFT)$</a>应该暴涨啊比特币概念股","text":"$未来金融科技(FTFT)$应该暴涨啊比特币概念股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387849551","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355673504178248,"gmtCreate":1727843817265,"gmtModify":1727847890871,"author":{"id":"3557118224458329","authorId":"3557118224458329","name":"Abby杨","avatar":"https://static.tigerbbs.com/a8cd307c2343d910f4a02520b4701a59","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557118224458329","idStr":"3557118224458329"},"themes":[],"htmlText":"做空中国死的快[笑哭] ","listText":"做空中国死的快[笑哭] ","text":"做空中国死的快[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355673504178248","repostId":"1168746808","repostType":2,"repost":{"id":"1168746808","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":1727831758,"share":"https://www.laohu8.com/m/news/1168746808?lang=&edition=full","pubTime":"2024-10-02 09:15","market":"sh","language":"zh","title":"政策利好点燃中国资产,中概股空头已蒙受数十亿美元损失","url":"https://stock-news.laohu8.com/highlight/detail?id=1168746808","media":"老虎资讯综合","summary":"市场分析公司S3 Partners最新发布的报告指出,刺激政策推动中国股票强势反攻,已经导致做空在美上市中概股的交易者蒙受数十亿美元的损失。受一系列刺激政策组合拳提振,中国A股沪深300指数自9月13日低点已经涨超27%,追踪中概股表现的纳斯达克中国金龙指数则飙升逾36%。报告数据显示,这一惊人涨幅导致中概股空头今年以来约37亿美元收益蒸发殆尽,并且目前面临约32亿美元的账面损失。","content":"<html><head></head><body><p>市场分析公司S3 Partners最新发布的报告指出,刺激政策推动中国股票强势反攻,已经导致做空在美上市中概股的交易者蒙受数十亿美元的损失。</p><p>受一系列刺激政策组合拳提振,中国A股沪深300指数自9月13日低点已经涨超27%,追踪中概股表现的纳斯达克中国金龙指数则飙升逾36%。</p><p>报告数据显示,这一惊人涨幅导致中概股空头今年以来约37亿美元收益蒸发殆尽,并且目前面临约32亿美元的账面损失。</p><p>S3预测分析部门的董事总经理Ihor Dusaniwsky在报告中表示,自强劲反弹以来,做空中概股的交易已经退潮。</p><p>S3的数据显示,让空头蒙受最大损失的股票是阿里巴巴和京东,做空蔚来、理想汽车、小鹏汽车和拼多多的交易者仍有盈利。</p><p>数据显示,即使在美上市的中概股强劲反弹后,空头并未急于回补头寸。然而,S3预计,如果市场继续上涨,将出现“大规模的空头回补”,这将进一步推高股价。</p><p>在中国政府推出刺激计划令市场感到意外之前,做空中国股票一直是一种流行的策略,许多市场观察人士都看淡中国股票,有些人甚至认为中国“不值得投资”。就在上个月,美国银行全球基金经理调查显示,19% 的受访者表示,做空中国股票是最拥挤的交易,仅次于做多所谓的七大科技股。</p><p>Dusaniwsky 表示:“如果空头开始大量补仓,阿里巴巴的股价可能会受到最大影响,因为在此次反弹中,该股的卖空行为有所增加。由于卖空行为不再能抵消该股的部分多头买入压力,如果股价出现波动,买入补仓和多头买入同时进行可能会使股价走势更加陡峭。”</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>政策利好点燃中国资产,中概股空头已蒙受数十亿美元损失</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政策利好点燃中国资产,中概股空头已蒙受数十亿美元损失\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\">2024-10-02 09:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>市场分析公司S3 Partners最新发布的报告指出,刺激政策推动中国股票强势反攻,已经导致做空在美上市中概股的交易者蒙受数十亿美元的损失。</p><p>受一系列刺激政策组合拳提振,中国A股沪深300指数自9月13日低点已经涨超27%,追踪中概股表现的纳斯达克中国金龙指数则飙升逾36%。</p><p>报告数据显示,这一惊人涨幅导致中概股空头今年以来约37亿美元收益蒸发殆尽,并且目前面临约32亿美元的账面损失。</p><p>S3预测分析部门的董事总经理Ihor Dusaniwsky在报告中表示,自强劲反弹以来,做空中概股的交易已经退潮。</p><p>S3的数据显示,让空头蒙受最大损失的股票是阿里巴巴和京东,做空蔚来、理想汽车、小鹏汽车和拼多多的交易者仍有盈利。</p><p>数据显示,即使在美上市的中概股强劲反弹后,空头并未急于回补头寸。然而,S3预计,如果市场继续上涨,将出现“大规模的空头回补”,这将进一步推高股价。</p><p>在中国政府推出刺激计划令市场感到意外之前,做空中国股票一直是一种流行的策略,许多市场观察人士都看淡中国股票,有些人甚至认为中国“不值得投资”。就在上个月,美国银行全球基金经理调查显示,19% 的受访者表示,做空中国股票是最拥挤的交易,仅次于做多所谓的七大科技股。</p><p>Dusaniwsky 表示:“如果空头开始大量补仓,阿里巴巴的股价可能会受到最大影响,因为在此次反弹中,该股的卖空行为有所增加。由于卖空行为不再能抵消该股的部分多头买入压力,如果股价出现波动,买入补仓和多头买入同时进行可能会使股价走势更加陡峭。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/468fad6959bf869d187e8f577559a4ab","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168746808","content_text":"市场分析公司S3 Partners最新发布的报告指出,刺激政策推动中国股票强势反攻,已经导致做空在美上市中概股的交易者蒙受数十亿美元的损失。受一系列刺激政策组合拳提振,中国A股沪深300指数自9月13日低点已经涨超27%,追踪中概股表现的纳斯达克中国金龙指数则飙升逾36%。报告数据显示,这一惊人涨幅导致中概股空头今年以来约37亿美元收益蒸发殆尽,并且目前面临约32亿美元的账面损失。S3预测分析部门的董事总经理Ihor Dusaniwsky在报告中表示,自强劲反弹以来,做空中概股的交易已经退潮。S3的数据显示,让空头蒙受最大损失的股票是阿里巴巴和京东,做空蔚来、理想汽车、小鹏汽车和拼多多的交易者仍有盈利。数据显示,即使在美上市的中概股强劲反弹后,空头并未急于回补头寸。然而,S3预计,如果市场继续上涨,将出现“大规模的空头回补”,这将进一步推高股价。在中国政府推出刺激计划令市场感到意外之前,做空中国股票一直是一种流行的策略,许多市场观察人士都看淡中国股票,有些人甚至认为中国“不值得投资”。就在上个月,美国银行全球基金经理调查显示,19% 的受访者表示,做空中国股票是最拥挤的交易,仅次于做多所谓的七大科技股。Dusaniwsky 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=每一份是2000,这2000块又是一个100%的资金。 2.再用其去买我分享的不同票。先用期2000块中的20-30%的仓位买入,如ILUS,就是用:400-600块买入。不建议超过30%的资金一次性买入。同时,要把风控设置在8-10%(建议),自动止损功能。(包括长线票,不参与下跌过程,长线票我设置为-20%的止损 。一旦达到,系统自动出局,无须人工参与,最好在买入票的当天就设置卖出止损)实在不懂就请联系一下老虎平台电话:400 603 7555 3.如果此票涨得还不错。可以再次加仓(可以看我有发成交明细的贴子)4.五份票,如果根据我分享的方法买入。大家看我的票,盈利比都是超过30%-70%的,亏损是可控,收益却是放大的,远超过亏损 。加入空间的朋友","listText":"今天抽空给大家把分享我的资金及止损方法:操作步骤共四步:1.分成五份。.如10000/5 =每一份是2000,这2000块又是一个100%的资金。 2.再用其去买我分享的不同票。先用期2000块中的20-30%的仓位买入,如ILUS,就是用:400-600块买入。不建议超过30%的资金一次性买入。同时,要把风控设置在8-10%(建议),自动止损功能。(包括长线票,不参与下跌过程,长线票我设置为-20%的止损 。一旦达到,系统自动出局,无须人工参与,最好在买入票的当天就设置卖出止损)实在不懂就请联系一下老虎平台电话:400 603 7555 3.如果此票涨得还不错。可以再次加仓(可以看我有发成交明细的贴子)4.五份票,如果根据我分享的方法买入。大家看我的票,盈利比都是超过30%-70%的,亏损是可控,收益却是放大的,远超过亏损 。加入空间的朋友","text":"今天抽空给大家把分享我的资金及止损方法:操作步骤共四步:1.分成五份。.如10000/5 =每一份是2000,这2000块又是一个100%的资金。 2.再用其去买我分享的不同票。先用期2000块中的20-30%的仓位买入,如ILUS,就是用:400-600块买入。不建议超过30%的资金一次性买入。同时,要把风控设置在8-10%(建议),自动止损功能。(包括长线票,不参与下跌过程,长线票我设置为-20%的止损 。一旦达到,系统自动出局,无须人工参与,最好在买入票的当天就设置卖出止损)实在不懂就请联系一下老虎平台电话:400 603 7555 3.如果此票涨得还不错。可以再次加仓(可以看我有发成交明细的贴子)4.五份票,如果根据我分享的方法买入。大家看我的票,盈利比都是超过30%-70%的,亏损是可控,收益却是放大的,远超过亏损 。加入空间的朋友","images":[{"img":"https://static.tigerbbs.com/2d1819a4d831322c17ef3e994288cfc9","width":"688","height":"1602"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886531579","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154852830,"gmtCreate":1625501295620,"gmtModify":1625501295620,"author":{"id":"3557118224458329","authorId":"3557118224458329","name":"Abby杨","avatar":"https://static.tigerbbs.com/a8cd307c2343d910f4a02520b4701a59","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557118224458329","idStr":"3557118224458329"},"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/154852830","repostId":"1155666491","repostType":2,"isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154852912,"gmtCreate":1625501272536,"gmtModify":1625501272536,"author":{"id":"3557118224458329","authorId":"3557118224458329","name":"Abby杨","avatar":"https://static.tigerbbs.com/a8cd307c2343d910f4a02520b4701a59","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557118224458329","idStr":"3557118224458329"},"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/154852912","repostId":"152985491","repostType":1,"repost":{"id":152985491,"gmtCreate":1625229600000,"gmtModify":1724917489664,"author":{"id":"3558740752146406","authorId":"3558740752146406","name":"李永浩","avatar":"https://static.tigerbbs.com/30b5c10d6fbfe37d2cd9c52e76715eb1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558740752146406","idStr":"3558740752146406"},"themes":[],"title":"瑞幸,危险又美丽","htmlText":"序 最近一个月,为了调研瑞幸<a target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>,我正儿八经地梳理了中、美、日消费的发展趋势和咖啡行业的市场空间,复盘了瑞幸从诞生以来的发展历程,研究了几个关键人物,调研了6个不同能级的城市店面的运营情况,做了几个相关人士深访。基本上把运营层面的事情摸清楚了。 但这公司“向下”的风险,还没摸清楚,所以一直不敢大手笔买,也不敢写文章分析,怕有人因为信任我而跟风买。前天瑞幸官方公布了个消息,股价就涨了20%,我怕万一涨上去了,我再发分析,有点跪舔和马后炮的味道。索性写出来,也算是为以后的投资复盘作依据。但仍要重点说明,该股票具有彻底清零的可能性,不建议抄作业。 过往我一直公开自己的分析和研究过程,只为记录逻辑并让更多人提出建议,错了就方便复盘和补全思维漏洞,对了就方便我吹牛逼留证据。然而,却被有些心怀恶意的人讽刺挖苦为“吹票割韭菜”,这确实给我造成了一些苦恼,好在我已经克服那些障碍了。我依旧会彪悍地、旗帜分明地表明立场,并开放地接受善意的批评、理性地探讨。所以,挺我的人别担心,损我的人别得意。 没时间看长文的,简述如下: 当品牌祛魅:过往高大上的洋品牌,已走下神坛,国产品牌已具备和他们扳手腕的实力; 当产品回归:星巴克是绝对的老大,当你花三十多块钱买咖啡的时候,很多是为他们的品牌和空间付费,但现在越来越多人是买了就走,咖啡回归产品属性; 当玩法升级:星巴克是传统的餐饮零售企业想要插上科技赋能的翅膀,而瑞幸天生就是带着科技翅膀的新零售。沃尔玛再厉害,也被亚马逊超越; 当浪子回头:每个横空出世的天才少年,都需要经过生活的捶打才能成长和成熟。造假、退市、内斗,瑞幸正在逐步走出低谷,精准营销、私域运营、产品升级,三板斧让瑞幸的单店模型彻底跑通; 当格局已定:线下流量的","listText":"序 最近一个月,为了调研瑞幸<a target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>,我正儿八经地梳理了中、美、日消费的发展趋势和咖啡行业的市场空间,复盘了瑞幸从诞生以来的发展历程,研究了几个关键人物,调研了6个不同能级的城市店面的运营情况,做了几个相关人士深访。基本上把运营层面的事情摸清楚了。 但这公司“向下”的风险,还没摸清楚,所以一直不敢大手笔买,也不敢写文章分析,怕有人因为信任我而跟风买。前天瑞幸官方公布了个消息,股价就涨了20%,我怕万一涨上去了,我再发分析,有点跪舔和马后炮的味道。索性写出来,也算是为以后的投资复盘作依据。但仍要重点说明,该股票具有彻底清零的可能性,不建议抄作业。 过往我一直公开自己的分析和研究过程,只为记录逻辑并让更多人提出建议,错了就方便复盘和补全思维漏洞,对了就方便我吹牛逼留证据。然而,却被有些心怀恶意的人讽刺挖苦为“吹票割韭菜”,这确实给我造成了一些苦恼,好在我已经克服那些障碍了。我依旧会彪悍地、旗帜分明地表明立场,并开放地接受善意的批评、理性地探讨。所以,挺我的人别担心,损我的人别得意。 没时间看长文的,简述如下: 当品牌祛魅:过往高大上的洋品牌,已走下神坛,国产品牌已具备和他们扳手腕的实力; 当产品回归:星巴克是绝对的老大,当你花三十多块钱买咖啡的时候,很多是为他们的品牌和空间付费,但现在越来越多人是买了就走,咖啡回归产品属性; 当玩法升级:星巴克是传统的餐饮零售企业想要插上科技赋能的翅膀,而瑞幸天生就是带着科技翅膀的新零售。沃尔玛再厉害,也被亚马逊超越; 当浪子回头:每个横空出世的天才少年,都需要经过生活的捶打才能成长和成熟。造假、退市、内斗,瑞幸正在逐步走出低谷,精准营销、私域运营、产品升级,三板斧让瑞幸的单店模型彻底跑通; 当格局已定:线下流量的","text":"序 最近一个月,为了调研瑞幸$瑞幸咖啡(LKNCY)$,我正儿八经地梳理了中、美、日消费的发展趋势和咖啡行业的市场空间,复盘了瑞幸从诞生以来的发展历程,研究了几个关键人物,调研了6个不同能级的城市店面的运营情况,做了几个相关人士深访。基本上把运营层面的事情摸清楚了。 但这公司“向下”的风险,还没摸清楚,所以一直不敢大手笔买,也不敢写文章分析,怕有人因为信任我而跟风买。前天瑞幸官方公布了个消息,股价就涨了20%,我怕万一涨上去了,我再发分析,有点跪舔和马后炮的味道。索性写出来,也算是为以后的投资复盘作依据。但仍要重点说明,该股票具有彻底清零的可能性,不建议抄作业。 过往我一直公开自己的分析和研究过程,只为记录逻辑并让更多人提出建议,错了就方便复盘和补全思维漏洞,对了就方便我吹牛逼留证据。然而,却被有些心怀恶意的人讽刺挖苦为“吹票割韭菜”,这确实给我造成了一些苦恼,好在我已经克服那些障碍了。我依旧会彪悍地、旗帜分明地表明立场,并开放地接受善意的批评、理性地探讨。所以,挺我的人别担心,损我的人别得意。 没时间看长文的,简述如下: 当品牌祛魅:过往高大上的洋品牌,已走下神坛,国产品牌已具备和他们扳手腕的实力; 当产品回归:星巴克是绝对的老大,当你花三十多块钱买咖啡的时候,很多是为他们的品牌和空间付费,但现在越来越多人是买了就走,咖啡回归产品属性; 当玩法升级:星巴克是传统的餐饮零售企业想要插上科技赋能的翅膀,而瑞幸天生就是带着科技翅膀的新零售。沃尔玛再厉害,也被亚马逊超越; 当浪子回头:每个横空出世的天才少年,都需要经过生活的捶打才能成长和成熟。造假、退市、内斗,瑞幸正在逐步走出低谷,精准营销、私域运营、产品升级,三板斧让瑞幸的单店模型彻底跑通; 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