信仰充值的个人主页 - 老虎社区

信仰充值

信仰充值

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IP属地：北京

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4主题

0勋章

10-08

$名创优品(MNSO)$ 这个股的基本面咋会跌这么多？

2021-03-05

$哔哩哔哩(BILI)$b站5级用户前来接盘[哟哟] 不怕跌

2021-03-02

苹果啥时候能涨

2021-02-26

求个点赞，完成任务

2021-02-25

$小米集团-W(01810)$白来是真香

2021-02-25

白来是真香

2021-02-25

康波周期过去了

2021-02-25

这篇文章不错，转发给大家看看

@孟浩:【财报前瞻】百度财报有哪些看点？

2021-02-25

这篇文章不错，转发给大家看看

@小虎AV: 【ARK基金木头姐谈为什么会加仓Palantir和特斯拉】CNBC昨日再次采访Ark Invest的创始人Cathie Wood，本期节目讨论了利率上升对股市的影响，以及ARK为何选择在财报大跌后选择加仓 $Palantir Technologies Inc.(PLTR)$ ？木头姐仍然看好特斯拉，会继续买特斯拉股票。她表示：“随着我们对乘车共享可能增加的因素进行了研究，我们对特斯拉的信心增强了。这可能大大限制风险，这是一项比电动汽车更有利可图的业务。”在星期三。“即使特斯拉存在一些关于是否应该启动人力驱动的网约车网络的争论，我们认为这将是他们自主策略的很好桥梁，我们认为他们会决定这样做。”“随着时间的流逝，我们了解了他们的人工智能专业知识，特斯拉收集了现实驾驶数据的300亿英里，没有公司能达到这个数字，我认为Google可能只有3000万，我们知道，在人工智能(AI)的世界里，人工智能就是拥有独立自主权，拥有最多数据和最好质量数据的公司将获胜。” $Palantir Technologies Inc.(PLTR)$ $特斯拉(TSLA)$

2021-02-25

这篇文章不错，转发给大家看看

@GuruFocus:巴菲特“神秘仓位”公布，这三支股票还没开涨！

2021-02-25

这篇文章不错，转发给大家看看

@小虎周报:美港股策略：QE火力全开，带给上半年哪些投资机会?

2021-02-25

成本挺低，还能再拿着

2021-02-25

$爱奇艺(IQ)$拿着

2021-02-24

这篇文章不错，转发给大家看看

@美股解毒师:【限售解禁】三月大窗口期将至，迎来多少解禁？

2021-02-17

这篇文章不错，转发给大家看看

@老虎国际:最后一波！老虎证券微信红包封面限量抢！

2021-02-16

$逸仙电商(YSG)$非常不错

2021-01-30

$哔哩哔哩(BILI)$挺不错的，给个最低价吧

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>白来是真香","text":"$小米集团-W(01810)$白来是真香","images":[{"img":"https://static.tigerbbs.com/8eb575868a0bf4030b14a4bc8099d360","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/361822922","isVote":1,"tweetType":1,"viewCount":2181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":361826178,"gmtCreate":1614221961494,"gmtModify":1614221961494,"author":{"id":"3557471031371681","authorId":"3557471031371681","name":"信仰充值","avatar":"https://static.tigerbbs.com/dd70b33fd6fc44c943f64ad8d5cba8ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557471031371681","authorIdStr":"3557471031371681"},"themes":[],"htmlText":"白来是真香","listText":"白来是真香","text":"白来是真香","images":[{"img":"https://static.tigerbbs.com/89161c893e84b0ddcbc0385972f52973","width":"1125","height":"3519"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361826178","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":361828816,"gmtCreate":1614221883835,"gmtModify":1614221883835,"author":{"id":"3557471031371681","authorId":"3557471031371681","name":"信仰充值","avatar":"https://static.tigerbbs.com/dd70b33fd6fc44c943f64ad8d5cba8ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557471031371681","authorIdStr":"3557471031371681"},"themes":[],"htmlText":"康波周期过去了","listText":"康波周期过去了","text":"康波周期过去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361828816","isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361932359,"gmtCreate":1614183835071,"gmtModify":1614183835071,"author":{"id":"3557471031371681","authorId":"3557471031371681","name":"信仰充值","avatar":"https://static.tigerbbs.com/dd70b33fd6fc44c943f64ad8d5cba8ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557471031371681","authorIdStr":"3557471031371681"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361932359","repostId":"385293330","repostType":1,"repost":{"id":385293330,"gmtCreate":1613552499415,"gmtModify":1613554763854,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"【财报前瞻】百度财报有哪些看点？","htmlText":"百度计划于今天（2月17日）盘后发布Q4财报，财报前，还能上车吗？这篇文章想与大家探讨一下百度本次财报的看点。 先来简单回顾一下Q3财报 老规矩，在分析本次财报前，先简单回顾一下百度Q3财报，报告显示， 百度Q3总营收为人民币282亿元，与去年同期相比增长1%，与上一季度相比增长8%，超过分析师预期 Q3净利润为人民币137亿元，相比之下去年同期的净亏损为人民币64亿元，与上一季度相比增长282%。超过分析师预期 3季度，在线广告市场需求逐步恢复，教育、医疗、汽车等大部分垂直广告行业的预算也基本恢复到疫情之前的水平，百度在线广告收入逐步恢复增长动力。 除了财报之外，百度Q3还有一大亮点，就是顺便公布了谣传已久的“收购YY”案：36亿美元全现金收购<a target=\"_blank\" href=\"https://laohu8.com/S/YY\">$欢聚集团(YY)$</a>的国内业务部分（也就是秀场直播那部分），YY海外业务例如Bigo、Likee依旧保留单独运营。此次收购对于百度意义重大，短视频的变现在近些年不断侵蚀百度的广告业务，收购YY可以从直播入手，抵挡攻击，稳步业务。 关于Q4财报的几点看法 聊完了上季度的财报回顾，回归正题，今天来谈谈对于4季度财报的预期。根据彭博终端的数据，财报前分析师预计百度4季度收入300.56亿元，调整后EPS为16.97。 从百度历史的财报表现来看，过去的8次财报中，仅有1次百度财报未及预期，应该说百度还是很擅长预期管理的，超预期是大概率事件。不过财报超预期并不能为百度带来大涨，因此以下的几点可能变得尤为重要。 核心搜索业务增速 正如我上文提到的，核心搜索业务无论从流量还是停留时长方面都有复苏，根据天灏资本的数据显示，百度用户停留时长与去年同期相比增长5.8%，MAU同比增长10.6%。教育、医疗、汽车等大部分垂直广告行业的预算也基本恢复","listText":"百度计划于今天（2月17日）盘后发布Q4财报，财报前，还能上车吗？这篇文章想与大家探讨一下百度本次财报的看点。 先来简单回顾一下Q3财报 老规矩，在分析本次财报前，先简单回顾一下百度Q3财报，报告显示， 百度Q3总营收为人民币282亿元，与去年同期相比增长1%，与上一季度相比增长8%，超过分析师预期 Q3净利润为人民币137亿元，相比之下去年同期的净亏损为人民币64亿元，与上一季度相比增长282%。超过分析师预期 3季度，在线广告市场需求逐步恢复，教育、医疗、汽车等大部分垂直广告行业的预算也基本恢复到疫情之前的水平，百度在线广告收入逐步恢复增长动力。 除了财报之外，百度Q3还有一大亮点，就是顺便公布了谣传已久的“收购YY”案：36亿美元全现金收购<a target=\"_blank\" href=\"https://laohu8.com/S/YY\">$欢聚集团(YY)$</a>的国内业务部分（也就是秀场直播那部分），YY海外业务例如Bigo、Likee依旧保留单独运营。此次收购对于百度意义重大，短视频的变现在近些年不断侵蚀百度的广告业务，收购YY可以从直播入手，抵挡攻击，稳步业务。 关于Q4财报的几点看法 聊完了上季度的财报回顾，回归正题，今天来谈谈对于4季度财报的预期。根据彭博终端的数据，财报前分析师预计百度4季度收入300.56亿元，调整后EPS为16.97。 从百度历史的财报表现来看，过去的8次财报中，仅有1次百度财报未及预期，应该说百度还是很擅长预期管理的，超预期是大概率事件。不过财报超预期并不能为百度带来大涨，因此以下的几点可能变得尤为重要。 核心搜索业务增速 正如我上文提到的，核心搜索业务无论从流量还是停留时长方面都有复苏，根据天灏资本的数据显示，百度用户停留时长与去年同期相比增长5.8%，MAU同比增长10.6%。教育、医疗、汽车等大部分垂直广告行业的预算也基本恢复","text":"百度计划于今天（2月17日）盘后发布Q4财报，财报前，还能上车吗？这篇文章想与大家探讨一下百度本次财报的看点。 先来简单回顾一下Q3财报 老规矩，在分析本次财报前，先简单回顾一下百度Q3财报，报告显示， 百度Q3总营收为人民币282亿元，与去年同期相比增长1%，与上一季度相比增长8%，超过分析师预期 Q3净利润为人民币137亿元，相比之下去年同期的净亏损为人民币64亿元，与上一季度相比增长282%。超过分析师预期 3季度，在线广告市场需求逐步恢复，教育、医疗、汽车等大部分垂直广告行业的预算也基本恢复到疫情之前的水平，百度在线广告收入逐步恢复增长动力。 除了财报之外，百度Q3还有一大亮点，就是顺便公布了谣传已久的“收购YY”案：36亿美元全现金收购$欢聚集团(YY)$的国内业务部分（也就是秀场直播那部分），YY海外业务例如Bigo、Likee依旧保留单独运营。此次收购对于百度意义重大，短视频的变现在近些年不断侵蚀百度的广告业务，收购YY可以从直播入手，抵挡攻击，稳步业务。 关于Q4财报的几点看法 聊完了上季度的财报回顾，回归正题，今天来谈谈对于4季度财报的预期。根据彭博终端的数据，财报前分析师预计百度4季度收入300.56亿元，调整后EPS为16.97。 从百度历史的财报表现来看，过去的8次财报中，仅有1次百度财报未及预期，应该说百度还是很擅长预期管理的，超预期是大概率事件。不过财报超预期并不能为百度带来大涨，因此以下的几点可能变得尤为重要。 核心搜索业务增速 正如我上文提到的，核心搜索业务无论从流量还是停留时长方面都有复苏，根据天灏资本的数据显示，百度用户停留时长与去年同期相比增长5.8%，MAU同比增长10.6%。教育、医疗、汽车等大部分垂直广告行业的预算也基本恢复","images":[{"img":"https://static.tigerbbs.com/68468a8cc09457b6c60d07d74dccba56","width":"1166","height":"768"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385293330","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361932905,"gmtCreate":1614183819707,"gmtModify":1614183819707,"author":{"id":"3557471031371681","authorId":"3557471031371681","name":"信仰充值","avatar":"https://static.tigerbbs.com/dd70b33fd6fc44c943f64ad8d5cba8ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557471031371681","authorIdStr":"3557471031371681"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361932905","repostId":"384167413","repostType":1,"repost":{"id":384167413,"gmtCreate":1613627906229,"gmtModify":1613644167296,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"htmlText":"\n \n \n  【ARK基金木头姐谈为什么会加仓Palantir和特斯拉】CNBC昨日再次采访Ark Invest的创始人Cathie Wood，本期节目讨论了利率上升对股市的影响，以及ARK为何选择在财报大跌后选择加仓 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ？木头姐仍然看好特斯拉，会继续买特斯拉股票。她表示：“随着我们对乘车共享可能增加的因素进行了研究，我们对特斯拉的信心增强了。这可能大大限制风险，这是一项比电动汽车更有利可图的业务。”在星期三。“即使特斯拉存在一些关于是否应该启动人力驱动的网约车网络的争论，我们认为这将是他们自主策略的很好桥梁，我们认为他们会决定这样做。”“随着时间的流逝，我们了解了他们的人工智能专业知识，特斯拉收集了现实驾驶数据的300亿英里，没有公司能达到这个数字，我认为Google可能只有3000万，我们知道，在人工智能(AI)的世界里，人工智能就是拥有独立自主权，拥有最多数据和最好质量数据的公司将获胜。” <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>\n \n","listText":"【ARK基金木头姐谈为什么会加仓Palantir和特斯拉】CNBC昨日再次采访Ark Invest的创始人Cathie Wood，本期节目讨论了利率上升对股市的影响，以及ARK为何选择在财报大跌后选择加仓 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ？木头姐仍然看好特斯拉，会继续买特斯拉股票。她表示：“随着我们对乘车共享可能增加的因素进行了研究，我们对特斯拉的信心增强了。这可能大大限制风险，这是一项比电动汽车更有利可图的业务。”在星期三。“即使特斯拉存在一些关于是否应该启动人力驱动的网约车网络的争论，我们认为这将是他们自主策略的很好桥梁，我们认为他们会决定这样做。”“随着时间的流逝，我们了解了他们的人工智能专业知识，特斯拉收集了现实驾驶数据的300亿英里，没有公司能达到这个数字，我认为Google可能只有3000万，我们知道，在人工智能(AI)的世界里，人工智能就是拥有独立自主权，拥有最多数据和最好质量数据的公司将获胜。” <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"【ARK基金木头姐谈为什么会加仓Palantir和特斯拉】CNBC昨日再次采访Ark Invest的创始人Cathie Wood，本期节目讨论了利率上升对股市的影响，以及ARK为何选择在财报大跌后选择加仓 $Palantir Technologies Inc.(PLTR)$ ？木头姐仍然看好特斯拉，会继续买特斯拉股票。她表示：“随着我们对乘车共享可能增加的因素进行了研究，我们对特斯拉的信心增强了。这可能大大限制风险，这是一项比电动汽车更有利可图的业务。”在星期三。“即使特斯拉存在一些关于是否应该启动人力驱动的网约车网络的争论，我们认为这将是他们自主策略的很好桥梁，我们认为他们会决定这样做。”“随着时间的流逝，我们了解了他们的人工智能专业知识，特斯拉收集了现实驾驶数据的300亿英里，没有公司能达到这个数字，我认为Google可能只有3000万，我们知道，在人工智能(AI)的世界里，人工智能就是拥有独立自主权，拥有最多数据和最好质量数据的公司将获胜。” $Palantir Technologies Inc.(PLTR)$ $特斯拉(TSLA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384167413","isVote":1,"tweetType":2,"object":{"id":"a4803eb5f0f04ccf838d272f3b4cf81e","tweetId":"384167413","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/051c9dac5285890814388310743/f0.mp4","poster":"https://static.tigerbbs.com/7adf853fb0c894b88dcdfffe926068f3"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361936726,"gmtCreate":1614183803065,"gmtModify":1614183803065,"author":{"id":"3557471031371681","authorId":"3557471031371681","name":"信仰充值","avatar":"https://static.tigerbbs.com/dd70b33fd6fc44c943f64ad8d5cba8ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557471031371681","authorIdStr":"3557471031371681"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361936726","repostId":"385125880","repostType":1,"repost":{"id":385125880,"gmtCreate":1613524500000,"gmtModify":1613560530462,"author":{"id":"3556669788355570","authorId":"3556669788355570","name":"GuruFocus","avatar":"https://static.tigerbbs.com/39e1e28b3ff68411370a270b2aa9a76d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556669788355570","authorIdStr":"3556669788355570"},"themes":[],"title":"巴菲特“神秘仓位”公布，这三支股票还没开涨！","htmlText":"本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 股神巴菲特更新持仓了！根据价值大师网大师仓位功能的最新数据显示，截至2020年四季度，巴菲特名下的伯克希尔公司共持有47支股票，持仓总市值为2700亿美元。“新开仓”3支股票，增持6支股票，减持6支股票，并对5支股票进行了清仓处理。截至2020年12月31日，该基金前五大持仓占其总市值的74.05%，仓位非常集中。 细心的读者会问，为何新开仓的3支股票要带上引号，这三支股票又是哪几家公司呢？严格上说，巴菲特并没有在2020年四季度开设新的仓位，而是早在三季度就已经买入了这三家公司。 让我们把时间拨回三个月前，伯克希尔·哈撒韦在2020年11月中旬向SEC披露了其第三季度的持仓信息，持仓总市值约为2500亿美元；与此同时，伯克希尔也向SEC递交了一份对几笔已完成投资的保密申请，总价值约80亿美元。伯克希尔在持仓披露的公开文件中表示“有几笔投资的相关信息已经从13F文件中移除，并以保密的形式提交给了SEC进行申报”。 简单点说，就是巴菲特在三季度买了一些股票，但暂时还不想公开。巴菲特是少数进行过保密申报的投资大佬之一，并且近年来巴菲特很少进行这类操作。上次保密申报，还是在2015年大举加仓菲利普66（PSX）时。 听到这，您是否会惊呼“这都行？”没错，当SEC认为公开的交易信息会大幅影响股票价格，致使该投资者无法完成其股权买入计划时，会同意投资者递交的保密申请，以确保该投资者的买入计划顺利完成。毕竟，巴菲特的影响实在太大，在买入计划完成前就公开交易意向，势必会提高买入成本。精明的巴老也因此向大众选择了“隐瞒”，待买入计划完成后悉数公开。 80亿美元对于身价千亿的巴菲特来说并不是个大数目，不过足以影响某一支或几只股票的价格走势。因此这一“神秘仓位”已经公布，就引来投资者们的无尽猜测。 那被巴老“藏在怀中”的股票究竟","listText":"本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 股神巴菲特更新持仓了！根据价值大师网大师仓位功能的最新数据显示，截至2020年四季度，巴菲特名下的伯克希尔公司共持有47支股票，持仓总市值为2700亿美元。“新开仓”3支股票，增持6支股票，减持6支股票，并对5支股票进行了清仓处理。截至2020年12月31日，该基金前五大持仓占其总市值的74.05%，仓位非常集中。 细心的读者会问，为何新开仓的3支股票要带上引号，这三支股票又是哪几家公司呢？严格上说，巴菲特并没有在2020年四季度开设新的仓位，而是早在三季度就已经买入了这三家公司。 让我们把时间拨回三个月前，伯克希尔·哈撒韦在2020年11月中旬向SEC披露了其第三季度的持仓信息，持仓总市值约为2500亿美元；与此同时，伯克希尔也向SEC递交了一份对几笔已完成投资的保密申请，总价值约80亿美元。伯克希尔在持仓披露的公开文件中表示“有几笔投资的相关信息已经从13F文件中移除，并以保密的形式提交给了SEC进行申报”。 简单点说，就是巴菲特在三季度买了一些股票，但暂时还不想公开。巴菲特是少数进行过保密申报的投资大佬之一，并且近年来巴菲特很少进行这类操作。上次保密申报，还是在2015年大举加仓菲利普66（PSX）时。 听到这，您是否会惊呼“这都行？”没错，当SEC认为公开的交易信息会大幅影响股票价格，致使该投资者无法完成其股权买入计划时，会同意投资者递交的保密申请，以确保该投资者的买入计划顺利完成。毕竟，巴菲特的影响实在太大，在买入计划完成前就公开交易意向，势必会提高买入成本。精明的巴老也因此向大众选择了“隐瞒”，待买入计划完成后悉数公开。 80亿美元对于身价千亿的巴菲特来说并不是个大数目，不过足以影响某一支或几只股票的价格走势。因此这一“神秘仓位”已经公布，就引来投资者们的无尽猜测。 那被巴老“藏在怀中”的股票究竟","text":"本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 股神巴菲特更新持仓了！根据价值大师网大师仓位功能的最新数据显示，截至2020年四季度，巴菲特名下的伯克希尔公司共持有47支股票，持仓总市值为2700亿美元。“新开仓”3支股票，增持6支股票，减持6支股票，并对5支股票进行了清仓处理。截至2020年12月31日，该基金前五大持仓占其总市值的74.05%，仓位非常集中。 细心的读者会问，为何新开仓的3支股票要带上引号，这三支股票又是哪几家公司呢？严格上说，巴菲特并没有在2020年四季度开设新的仓位，而是早在三季度就已经买入了这三家公司。 让我们把时间拨回三个月前，伯克希尔·哈撒韦在2020年11月中旬向SEC披露了其第三季度的持仓信息，持仓总市值约为2500亿美元；与此同时，伯克希尔也向SEC递交了一份对几笔已完成投资的保密申请，总价值约80亿美元。伯克希尔在持仓披露的公开文件中表示“有几笔投资的相关信息已经从13F文件中移除，并以保密的形式提交给了SEC进行申报”。 简单点说，就是巴菲特在三季度买了一些股票，但暂时还不想公开。巴菲特是少数进行过保密申报的投资大佬之一，并且近年来巴菲特很少进行这类操作。上次保密申报，还是在2015年大举加仓菲利普66（PSX）时。 听到这，您是否会惊呼“这都行？”没错，当SEC认为公开的交易信息会大幅影响股票价格，致使该投资者无法完成其股权买入计划时，会同意投资者递交的保密申请，以确保该投资者的买入计划顺利完成。毕竟，巴菲特的影响实在太大，在买入计划完成前就公开交易意向，势必会提高买入成本。精明的巴老也因此向大众选择了“隐瞒”，待买入计划完成后悉数公开。 80亿美元对于身价千亿的巴菲特来说并不是个大数目，不过足以影响某一支或几只股票的价格走势。因此这一“神秘仓位”已经公布，就引来投资者们的无尽猜测。 那被巴老“藏在怀中”的股票究竟","images":[{"img":"https://static.tigerbbs.com/bec25bb073cb48c395d7a7b8728c426f","width":"556","height":"444"},{"img":"https://static.tigerbbs.com/c249d5f139374e39b67fbd4ac9dbe689","width":"580","height":"465"},{"img":"https://static.tigerbbs.com/8609048c5c5142adb0986ad9ca645100","width":"581","height":"466"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385125880","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361936433,"gmtCreate":1614183783922,"gmtModify":1614183783922,"author":{"id":"3557471031371681","authorId":"3557471031371681","name":"信仰充值","avatar":"https://static.tigerbbs.com/dd70b33fd6fc44c943f64ad8d5cba8ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557471031371681","authorIdStr":"3557471031371681"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361936433","repostId":"382509454","repostType":1,"repost":{"id":382509454,"gmtCreate":1613461068174,"gmtModify":1613713102654,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美港股策略：QE火力全开，带给上半年哪些投资机会?","htmlText":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","listText":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","text":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。$标普500(.SPX)$ 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；$KraneShares CSI China Internet ETF(KWEB)$ 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好$美国银行(BAC)$ ，$花旗(C)$ ，$摩根士丹利(MS)$ ； 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我们统计了一下，这176家公司中有61家，自IPO或增发以来的收益率都超过50%，其中高的有超过300%、500%的。换句话说，前期参与的股东收益颇丰。 重要公司（括号里为IPO或增发以来表现） 第一周： <a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖地产(00960)$</a> （-10.43%） <a target=\"_blank\" href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> （80.49%） <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> (27%) <a target=\"_blank\" href=\"https://laohu8.com/S/DADA\">$达达集团(DADA)$</a> (-17.26%) <a target=\"_blank\" href=\"https://laohu8.com/S/09923\">$移卡(09923)$</a> (160.3%) <a target=\"_blank\" href=\"https://laohu8.com/S/BNR\">$燃石医学(BNR)$</a> (22.64%)","text":"2021年的前两个月，很多投资者都实现了媲美全年的收益率，于是关注风险、降低回撤就成了今年聪明投资者最关注的议题。 接下来的行情会怎么走，现在没有人知道。但是从消息层面上，有一些明牌还是值得看一看的，比如，即将到来的大窗口期解禁潮。 2020年是个IPO大年，而9月也是IPO数量较多的月份。同时，2020年对不少公司带来的现金流打击不小，因此一些公司选择了增发来加强现金流。 我们统计了一下，这176家公司中有61家，自IPO或增发以来的收益率都超过50%，其中高的有超过300%、500%的。换句话说，前期参与的股东收益颇丰。 重要公司（括号里为IPO或增发以来表现） 第一周： $龙湖地产(00960)$ （-10.43%） $药明生物(02269)$ （80.49%） $小米集团-W(01810)$ (27%) $达达集团(DADA)$ (-17.26%) 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？木头姐仍然看好特斯拉，会继续买特斯拉股票。她表示：“随着我们对乘车共享可能增加的因素进行了研究，我们对特斯拉的信心增强了。这可能大大限制风险，这是一项比电动汽车更有利可图的业务。”在星期三。“即使特斯拉存在一些关于是否应该启动人力驱动的网约车网络的争论，我们认为这将是他们自主策略的很好桥梁，我们认为他们会决定这样做。”“随着时间的流逝，我们了解了他们的人工智能专业知识，特斯拉收集了现实驾驶数据的300亿英里，没有公司能达到这个数字，我认为Google可能只有3000万，我们知道，在人工智能(AI)的世界里，人工智能就是拥有独立自主权，拥有最多数据和最好质量数据的公司将获胜。” <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"【ARK基金木头姐谈为什么会加仓Palantir和特斯拉】CNBC昨日再次采访Ark Invest的创始人Cathie Wood，本期节目讨论了利率上升对股市的影响，以及ARK为何选择在财报大跌后选择加仓 $Palantir Technologies Inc.(PLTR)$ ？木头姐仍然看好特斯拉，会继续买特斯拉股票。她表示：“随着我们对乘车共享可能增加的因素进行了研究，我们对特斯拉的信心增强了。这可能大大限制风险，这是一项比电动汽车更有利可图的业务。”在星期三。“即使特斯拉存在一些关于是否应该启动人力驱动的网约车网络的争论，我们认为这将是他们自主策略的很好桥梁，我们认为他们会决定这样做。”“随着时间的流逝，我们了解了他们的人工智能专业知识，特斯拉收集了现实驾驶数据的300亿英里，没有公司能达到这个数字，我认为Google可能只有3000万，我们知道，在人工智能(AI)的世界里，人工智能就是拥有独立自主权，拥有最多数据和最好质量数据的公司将获胜。” $Palantir Technologies Inc.(PLTR)$ $特斯拉(TSLA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384167413","isVote":1,"tweetType":2,"object":{"id":"a4803eb5f0f04ccf838d272f3b4cf81e","tweetId":"384167413","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/051c9dac5285890814388310743/f0.mp4","poster":"https://static.tigerbbs.com/7adf853fb0c894b88dcdfffe926068f3"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361936726,"gmtCreate":1614183803065,"gmtModify":1614183803065,"author":{"id":"3557471031371681","authorId":"3557471031371681","name":"信仰充值","avatar":"https://static.tigerbbs.com/dd70b33fd6fc44c943f64ad8d5cba8ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557471031371681","authorIdStr":"3557471031371681"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361936726","repostId":"385125880","repostType":1,"repost":{"id":385125880,"gmtCreate":1613524500000,"gmtModify":1613560530462,"author":{"id":"3556669788355570","authorId":"3556669788355570","name":"GuruFocus","avatar":"https://static.tigerbbs.com/39e1e28b3ff68411370a270b2aa9a76d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556669788355570","authorIdStr":"3556669788355570"},"themes":[],"title":"巴菲特“神秘仓位”公布，这三支股票还没开涨！","htmlText":"本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 股神巴菲特更新持仓了！根据价值大师网大师仓位功能的最新数据显示，截至2020年四季度，巴菲特名下的伯克希尔公司共持有47支股票，持仓总市值为2700亿美元。“新开仓”3支股票，增持6支股票，减持6支股票，并对5支股票进行了清仓处理。截至2020年12月31日，该基金前五大持仓占其总市值的74.05%，仓位非常集中。 细心的读者会问，为何新开仓的3支股票要带上引号，这三支股票又是哪几家公司呢？严格上说，巴菲特并没有在2020年四季度开设新的仓位，而是早在三季度就已经买入了这三家公司。 让我们把时间拨回三个月前，伯克希尔·哈撒韦在2020年11月中旬向SEC披露了其第三季度的持仓信息，持仓总市值约为2500亿美元；与此同时，伯克希尔也向SEC递交了一份对几笔已完成投资的保密申请，总价值约80亿美元。伯克希尔在持仓披露的公开文件中表示“有几笔投资的相关信息已经从13F文件中移除，并以保密的形式提交给了SEC进行申报”。 简单点说，就是巴菲特在三季度买了一些股票，但暂时还不想公开。巴菲特是少数进行过保密申报的投资大佬之一，并且近年来巴菲特很少进行这类操作。上次保密申报，还是在2015年大举加仓菲利普66（PSX）时。 听到这，您是否会惊呼“这都行？”没错，当SEC认为公开的交易信息会大幅影响股票价格，致使该投资者无法完成其股权买入计划时，会同意投资者递交的保密申请，以确保该投资者的买入计划顺利完成。毕竟，巴菲特的影响实在太大，在买入计划完成前就公开交易意向，势必会提高买入成本。精明的巴老也因此向大众选择了“隐瞒”，待买入计划完成后悉数公开。 80亿美元对于身价千亿的巴菲特来说并不是个大数目，不过足以影响某一支或几只股票的价格走势。因此这一“神秘仓位”已经公布，就引来投资者们的无尽猜测。 那被巴老“藏在怀中”的股票究竟","listText":"本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 股神巴菲特更新持仓了！根据价值大师网大师仓位功能的最新数据显示，截至2020年四季度，巴菲特名下的伯克希尔公司共持有47支股票，持仓总市值为2700亿美元。“新开仓”3支股票，增持6支股票，减持6支股票，并对5支股票进行了清仓处理。截至2020年12月31日，该基金前五大持仓占其总市值的74.05%，仓位非常集中。 细心的读者会问，为何新开仓的3支股票要带上引号，这三支股票又是哪几家公司呢？严格上说，巴菲特并没有在2020年四季度开设新的仓位，而是早在三季度就已经买入了这三家公司。 让我们把时间拨回三个月前，伯克希尔·哈撒韦在2020年11月中旬向SEC披露了其第三季度的持仓信息，持仓总市值约为2500亿美元；与此同时，伯克希尔也向SEC递交了一份对几笔已完成投资的保密申请，总价值约80亿美元。伯克希尔在持仓披露的公开文件中表示“有几笔投资的相关信息已经从13F文件中移除，并以保密的形式提交给了SEC进行申报”。 简单点说，就是巴菲特在三季度买了一些股票，但暂时还不想公开。巴菲特是少数进行过保密申报的投资大佬之一，并且近年来巴菲特很少进行这类操作。上次保密申报，还是在2015年大举加仓菲利普66（PSX）时。 听到这，您是否会惊呼“这都行？”没错，当SEC认为公开的交易信息会大幅影响股票价格，致使该投资者无法完成其股权买入计划时，会同意投资者递交的保密申请，以确保该投资者的买入计划顺利完成。毕竟，巴菲特的影响实在太大，在买入计划完成前就公开交易意向，势必会提高买入成本。精明的巴老也因此向大众选择了“隐瞒”，待买入计划完成后悉数公开。 80亿美元对于身价千亿的巴菲特来说并不是个大数目，不过足以影响某一支或几只股票的价格走势。因此这一“神秘仓位”已经公布，就引来投资者们的无尽猜测。 那被巴老“藏在怀中”的股票究竟","text":"本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 股神巴菲特更新持仓了！根据价值大师网大师仓位功能的最新数据显示，截至2020年四季度，巴菲特名下的伯克希尔公司共持有47支股票，持仓总市值为2700亿美元。“新开仓”3支股票，增持6支股票，减持6支股票，并对5支股票进行了清仓处理。截至2020年12月31日，该基金前五大持仓占其总市值的74.05%，仓位非常集中。 细心的读者会问，为何新开仓的3支股票要带上引号，这三支股票又是哪几家公司呢？严格上说，巴菲特并没有在2020年四季度开设新的仓位，而是早在三季度就已经买入了这三家公司。 让我们把时间拨回三个月前，伯克希尔·哈撒韦在2020年11月中旬向SEC披露了其第三季度的持仓信息，持仓总市值约为2500亿美元；与此同时，伯克希尔也向SEC递交了一份对几笔已完成投资的保密申请，总价值约80亿美元。伯克希尔在持仓披露的公开文件中表示“有几笔投资的相关信息已经从13F文件中移除，并以保密的形式提交给了SEC进行申报”。 简单点说，就是巴菲特在三季度买了一些股票，但暂时还不想公开。巴菲特是少数进行过保密申报的投资大佬之一，并且近年来巴菲特很少进行这类操作。上次保密申报，还是在2015年大举加仓菲利普66（PSX）时。 听到这，您是否会惊呼“这都行？”没错，当SEC认为公开的交易信息会大幅影响股票价格，致使该投资者无法完成其股权买入计划时，会同意投资者递交的保密申请，以确保该投资者的买入计划顺利完成。毕竟，巴菲特的影响实在太大，在买入计划完成前就公开交易意向，势必会提高买入成本。精明的巴老也因此向大众选择了“隐瞒”，待买入计划完成后悉数公开。 80亿美元对于身价千亿的巴菲特来说并不是个大数目，不过足以影响某一支或几只股票的价格走势。因此这一“神秘仓位”已经公布，就引来投资者们的无尽猜测。 那被巴老“藏在怀中”的股票究竟","images":[{"img":"https://static.tigerbbs.com/bec25bb073cb48c395d7a7b8728c426f","width":"556","height":"444"},{"img":"https://static.tigerbbs.com/c249d5f139374e39b67fbd4ac9dbe689","width":"580","height":"465"},{"img":"https://static.tigerbbs.com/8609048c5c5142adb0986ad9ca645100","width":"581","height":"466"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385125880","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361936433,"gmtCreate":1614183783922,"gmtModify":1614183783922,"author":{"id":"3557471031371681","authorId":"3557471031371681","name":"信仰充值","avatar":"https://static.tigerbbs.com/dd70b33fd6fc44c943f64ad8d5cba8ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557471031371681","authorIdStr":"3557471031371681"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361936433","repostId":"382509454","repostType":1,"repost":{"id":382509454,"gmtCreate":1613461068174,"gmtModify":1613713102654,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美港股策略：QE火力全开，带给上半年哪些投资机会?","htmlText":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","listText":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ； 还有具备抗通胀属性的比特币概念股，重点看好海外支付龙头","text":"核心观点 全球央行火力全开，海外市场高歌猛进 农历春节期间，海外市场延续着高歌猛进的表现，除了美联储货币、财政带来的双宽松，欧日央行也在延续QE，因此出现指数级表现不足为奇。一如年初时展望，我们仍然看好Q1美股表现，对应4000点的位置。$标普500(.SPX)$ 上半年美股有哪些投资主线? 风格方面，一季度财政纾困资金可能外溢到权益市场，加上风险偏好以及温和波动的美债利率，可能加速推动海外成长股配置， 1）基于人民币升值和企业增长的长期主线：我们认为未来1-2年中概股仍将跑赢主流权益资产；$KraneShares CSI China Internet ETF(KWEB)$ 其次未来宽松边际拐点的必然出现，大概率会令内生能力更强的成长股迎来配置潮，我们重点看好具备国际化业务和能力的海外科技。(图4） 2）预计4月份疫苗全面接种，相应的美国通胀进入预警阶段，经济上行带动价值和周期前景提升：比如业绩对通胀比较敏感的银行股（尤其是消费类银行），重点看好$美国银行(BAC)$ ，$花旗(C)$ ，$摩根士丹利(MS)$ ； 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href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>拿着","listText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>拿着","text":"$爱奇艺(IQ)$拿着","images":[{"img":"https://static.tigerbbs.com/f21abe0efdc48b79fd673101cf5f0cb6","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361994194","isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":385867965,"gmtCreate":1613532452457,"gmtModify":1613532452457,"author":{"id":"3557471031371681","authorId":"3557471031371681","name":"信仰充值","avatar":"https://static.tigerbbs.com/dd70b33fd6fc44c943f64ad8d5cba8ae","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557471031371681","authorIdStr":"3557471031371681"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385867965","repostId":"381949099","repostType":1,"repost":{"id":381949099,"gmtCreate":1612924614707,"gmtModify":1703766999879,"author":{"id":"36992157811200","authorId":"36992157811200","name":"老虎国际","avatar":"https://static.tigerbbs.com/801219a1b6ce93d3dd574afc3dcc9be9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36992157811200","authorIdStr":"36992157811200"},"themes":[],"title":"最后一波！老虎证券微信红包封面限量抢！","htmlText":"各位虎友大家上午好鸭 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除此之外，大家还可以通过关注老虎证券公众号的形式进行领取，具体步骤如下： 1、关注老虎证券公众号 2、在对话框输入“老虎证券”，并点击发送 3、点击领取 便可以领取到红包封面啦~ 各位虎友们，定好闹钟，来迎接最后一波红包封面吧！","images":[{"img":"https://static.tigerbbs.com/589eb3503d0b3dc4bb4ff894642c155c","width":"441","height":"524"},{"img":"https://static.tigerbbs.com/5b78350e4144202e9038d849789266f1","width":"1107","height":"772"},{"img":"https://static.tigerbbs.com/85c67a28251801535d80cc96d5dadc85","width":"828","height":"502"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381949099","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}