一个自以为价值投资者但其实完全靠运气的散户的个人主页 - 老虎社区

一个自以为价值投资者但其实完全靠运气的散户

一个自以为价值投资者但其实完全靠运气的散户

不加杠杆，满仓躺平，希望持有的企业可以撑过十年

IP属地：广东

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一个自以为价值投资者但其实完全靠运气的散户

01-08 11:01

我开仓了$TCH.HK 20250227 370.00 CALL$ ,搏一把[龇牙] [龇牙] [龇牙]

一个自以为价值投资者但其实完全靠运气的散户

01-08 10:58

我开仓了$TCH.HK 20250328 350.00 PUT$ ,还是看好腾讯未来的发展，350就补一点吧

一个自以为价值投资者但其实完全靠运气的散户

01-07 20:32

我开仓了1手$TSLA 20250124 480.0 CALL$ ,上次行权价 550 1 手还能赚 1000 多，现在 480 只能赚几百了，看来大家把预期都降低了

一个自以为价值投资者但其实完全靠运气的散户

01-05

看了大家分享的投资报告，感觉自己还是差了不少，希望2025再创辉煌继续做强哈哈哈哈，希望收益率继续2位数增长

一个自以为价值投资者但其实完全靠运气的散户

2024-12-18

我开仓了$TSLA 20250103 540.0 CALL$ ,实在是长得太凶了，感觉如果真的涨到540自己也会卖掉大部份持仓，处于这种考量，就决定卖个call赚点小钱，加点收益吧

一个自以为价值投资者但其实完全靠运气的散户

2024-12-17

$美国长期国债 4.750% 2043/11/15(US912810TW80.BOND)$ 继续买国债，但是买完突然想到短期4-5年美元对人民币大概率汇率上涨，两边理论都会降息，4个多点固定的收益率加上升值应该是没问题的，但我买个20年到30年国债，时间这么长怎么就没可能遇到中美重新加息的可能呢，所以接下来再买债就只买10年以内债了，这些就留着养老用吧，当买了个保险算了。

一个自以为价值投资者但其实完全靠运气的散户

2024-12-16

我平仓了$西方石油(OXY)$ ,这是完全随大流的一笔买入，照着巴菲特抄作业，然后炒的亏了十几个点，还是不要买自己不懂的东西

一个自以为价值投资者但其实完全靠运气的散户

2024-12-14

我平仓了$特斯拉(TSLA)$ ,来看看我最新分享的订单！

一个自以为价值投资者但其实完全靠运气的散户

2024-12-12

我平仓了$特斯拉(TSLA)$ ,真的是忍不住要卖…真的有点高

一个自以为价值投资者但其实完全靠运气的散户

2024-11-28

我开仓了$阿斯麦(ASML)$ ,来看看我最新分享的订单！

一个自以为价值投资者但其实完全靠运气的散户

2024-11-27

我平仓了$顺丰控股(06936)$ ,来看看我最新分享的订单！

一个自以为价值投资者但其实完全靠运气的散户

2024-09-19

什么乱七八糟的解读，不过脑子吗

异动解读 | 中国光刻机突破助力阿斯麦股价大涨

一个自以为价值投资者但其实完全靠运气的散户

2024-08-20

已经满仓了一段时间，最近把收到的分红买了点债券，打算长期躺平$美国中期国债 4.375% 2034/05/15(US91282CKQ32.BOND)$

一个自以为价值投资者但其实完全靠运气的散户

2024-06-19

$阿斯麦(ASML)$$阿斯麦(ASML)$ 收益最多的股票

一个自以为价值投资者但其实完全靠运气的散户

2022-08-02

有本事你把融券现在开了

抱歉，原内容已删除

一个自以为价值投资者但其实完全靠运气的散户

2022-03-29

$特斯拉(TSLA)$没有人关心上海工厂停产的问题嘛

一个自以为价值投资者但其实完全靠运气的散户

2022-01-03

$商汤-W(00020)$敢让做空吗

一个自以为价值投资者但其实完全靠运气的散户

2021-07-24

sb

网易云回应市监总局反垄断监管

一个自以为价值投资者但其实完全靠运气的散户

2021-02-11

$特斯拉(TSLA)$有没有人这会儿下单无法成交？

一个自以为价值投资者但其实完全靠运气的散户

2021-02-06

$快手-W(01024)$9手中一手，暗盘开市果断卖出，希望今年打新继续红～

去老虎APP查看更多动态

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href=\"https://laohu8.com/OPT/TSLA 20250103 540.0 CALL\">$TSLA 20250103 540.0 CALL$&nbsp;</a>,实在是长得太凶了，感觉如果真的涨到540自己也会卖掉大部份持仓，处于这种考量，就决定卖个call赚点小钱，加点收益吧&nbsp;","text":"我开仓了$TSLA 20250103 540.0 CALL$ ,实在是长得太凶了，感觉如果真的涨到540自己也会卖掉大部份持仓，处于这种考量，就决定卖个call赚点小钱，加点收益吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/382950069231864","isVote":1,"tweetType":1,"viewCount":7884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382594447413448,"gmtCreate":1734441988253,"gmtModify":1734442206786,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/US912810TW80.BOND\">$美国长期国债 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继续买国债，但是买完突然想到短期4-5年美元对人民币大概率汇率上涨，两边理论都会降息，4个多点固定的收益率加上升值应该是没问题的，但我买个20年到30年国债，时间这么长怎么就没可能遇到中美重新加息的可能呢，所以接下来再买债就只买10年以内债了，这些就留着养老用吧，当买了个保险算了。","images":[{"img":"https://static.tigerbbs.com/23bf2da99844708eda1c53c19d9492a3","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/382594447413448","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382240599126408,"gmtCreate":1734364556831,"gmtModify":1734492876145,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$&nbsp;</a>,这是完全随大流的一笔买入，照着巴菲特抄作业，然后炒的亏了十几个点，还是不要买自己不懂的东西","listText":"我平仓了<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$&nbsp;</a>,这是完全随大流的一笔买入，照着巴菲特抄作业，然后炒的亏了十几个点，还是不要买自己不懂的东西","text":"我平仓了$西方石油(OXY)$ ,这是完全随大流的一笔买入，照着巴菲特抄作业，然后炒的亏了十几个点，还是不要买自己不懂的东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":13,"repostSize":2,"link":"https://laohu8.com/post/382240599126408","isVote":1,"tweetType":1,"viewCount":6438,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581207360232789","authorId":"3581207360232789","name":"向南吧","avatar":"https://static.tigerbbs.com/52d534783048f797aa35d651936fdbe5","crmLevel":4,"crmLevelSwitch":0,"idStr":"3581207360232789","authorIdStr":"3581207360232789"},"content":"我也是，不过钱很少，所以就这么拿着看，看看抄作业能不能奏效，看老爷子有多大耐心","text":"我也是，不过钱很少，所以就这么拿着看，看看抄作业能不能奏效，看老爷子有多大耐心","html":"我也是，不过钱很少，所以就这么拿着看，看看抄作业能不能奏效，看老爷子有多大耐心"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381353251361056,"gmtCreate":1734134912200,"gmtModify":1734140566918,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了$特斯拉(TSLA)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381353251361056","isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380824918470856,"gmtCreate":1734005781330,"gmtModify":1734009716249,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,真的是忍不住要卖…真的有点高","listText":"我平仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,真的是忍不住要卖…真的有点高","text":"我平仓了$特斯拉(TSLA)$ ,真的是忍不住要卖…真的有点高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/380824918470856","isVote":1,"tweetType":1,"viewCount":2035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375691153768856,"gmtCreate":1732752492783,"gmtModify":1732757188430,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了$阿斯麦(ASML)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375691153768856","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375544374968376,"gmtCreate":1732716674569,"gmtModify":1732718930193,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/06936\">$顺丰控股(06936)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了<a href=\"https://laohu8.com/S/06936\">$顺丰控股(06936)$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了$顺丰控股(06936)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375544374968376","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351122275971344,"gmtCreate":1726745695085,"gmtModify":1726745697060,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"什么乱七八糟的解读，不过脑子吗","listText":"什么乱七八糟的解读，不过脑子吗","text":"什么乱七八糟的解读，不过脑子吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351122275971344","repostId":"1177041689","repostType":2,"repost":{"id":"1177041689","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1726745552,"share":"https://www.laohu8.com/m/news/1177041689?lang=&edition=full","pubTime":"2024-09-19 19:32","market":"hk","language":"zh","title":"异动解读 | 中国光刻机突破助力阿斯麦股价大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1177041689","media":"异动解读","summary":"阿斯麦盘前大涨5%,主因中国国产光刻机技术实现重大突破。消息显示,中国自主研发的芯片制造设备分辨率已达65纳米,技术水平较此前大幅提升,正逐步缩小与国际龙头阿斯麦的差距。\n\n作为全球主要的光刻机供应商,如果中国企业能够掌握核心制程技术并形成规模效应,必将对阿斯麦在华市场带来巨大冲击。投资者预期这一技术突破将推动中国芯片制造设备本土化进程,从而对阿斯麦造成竞争压力。\n\n不过,尽管技术创新取得进展,但中国在高端芯片制造设备领域仍落后于国际水平,且与国际龙头差距仍存。市场人士指出,中国光刻机研发虽获突破但仍需一段时间来完全实现进口替代。阿斯麦作为全球光刻机龙头,在高端制程上短期内难被取代。","content":"<p>阿斯麦盘前大涨5%,主因中国国产光刻机技术实现重大突破。消息显示,中国自主研发的芯片制造设备分辨率已达65纳米,技术水平较此前大幅提升,正逐步缩小与国际龙头阿斯麦的差距。</p>\n\n<p>作为全球主要的光刻机供应商,如果中国企业能够掌握核心制程技术并形成规模效应,必将对阿斯麦在华市场带来巨大冲击。投资者预期这一技术突破将推动中国芯片制造设备本土化进程,从而对阿斯麦造成竞争压力。</p>\n\n<p>不过,尽管技术创新取得进展,但中国在高端芯片制造设备领域仍落后于国际水平,且与国际龙头差距仍存。市场人士指出,中国光刻机研发虽获突破但仍需一段时间来完全实现进口替代。阿斯麦作为全球光刻机龙头,在高端制程上短期内难被取代。</p>","source":"ai_movement_cn","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>异动解读 | 中国光刻机突破助力阿斯麦股价大涨</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; 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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异动解读 | 中国光刻机突破助力阿斯麦股价大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-09-19 19:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>阿斯麦盘前大涨5%,主因中国国产光刻机技术实现重大突破。消息显示,中国自主研发的芯片制造设备分辨率已达65纳米,技术水平较此前大幅提升,正逐步缩小与国际龙头阿斯麦的差距。</p>\n\n<p>作为全球主要的光刻机供应商,如果中国企业能够掌握核心制程技术并形成规模效应,必将对阿斯麦在华市场带来巨大冲击。投资者预期这一技术突破将推动中国芯片制造设备本土化进程,从而对阿斯麦造成竞争压力。</p>\n\n<p>不过,尽管技术创新取得进展,但中国在高端芯片制造设备领域仍落后于国际水平,且与国际龙头差距仍存。市场人士指出,中国光刻机研发虽获突破但仍需一段时间来完全实现进口替代。阿斯麦作为全球光刻机龙头,在高端制程上短期内难被取代。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177041689","content_text":"阿斯麦盘前大涨5%,主因中国国产光刻机技术实现重大突破。消息显示,中国自主研发的芯片制造设备分辨率已达65纳米,技术水平较此前大幅提升,正逐步缩小与国际龙头阿斯麦的差距。\n作为全球主要的光刻机供应商,如果中国企业能够掌握核心制程技术并形成规模效应,必将对阿斯麦在华市场带来巨大冲击。投资者预期这一技术突破将推动中国芯片制造设备本土化进程,从而对阿斯麦造成竞争压力。\n不过,尽管技术创新取得进展,但中国在高端芯片制造设备领域仍落后于国际水平,且与国际龙头差距仍存。市场人士指出,中国光刻机研发虽获突破但仍需一段时间来完全实现进口替代。阿斯麦作为全球光刻机龙头,在高端制程上短期内难被取代。","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340407335461080,"gmtCreate":1724137640284,"gmtModify":1724137975038,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"已经满仓了一段时间，最近把收到的分红买了点债券，打算长期躺平<a 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href=\"https://laohu8.com/S/NTES\">网易</a>云发公告称坚决支持国家市场监督管理总局处罚决定。网易云音乐认为，国家市场监督管理总局依法责令涉案公司解除网络音乐独家版权协议、停止高额预付金等版权费用支付方式、不得实施最惠国待遇条款等恢复市场竞争状态的措施，将持续改善中国网络音乐版权授权环境，引导版权价格回归理性，促进优秀音乐作品的广泛传播和用户音乐消费体验提升，推动产业接轨国际规则，提升我国音乐平台企业国际竞争力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcabf75ca25b5c2a5767c559e42702f8","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","NTES":"网易","09999":"网易-S"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135225174","content_text":"针对市场监管总局责令腾讯解除网络音乐独家版权，网易云发公告称坚决支持国家市场监督管理总局处罚决定。网易云音乐认为，国家市场监督管理总局依法责令涉案公司解除网络音乐独家版权协议、停止高额预付金等版权费用支付方式、不得实施最惠国待遇条款等恢复市场竞争状态的措施，将持续改善中国网络音乐版权授权环境，引导版权价格回归理性，促进优秀音乐作品的广泛传播和用户音乐消费体验提升，推动产业接轨国际规则，提升我国音乐平台企业国际竞争力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388097529,"gmtCreate":1612999717161,"gmtModify":1703768163281,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/OPT/TSLA 20250103 540.0 CALL\">$TSLA 20250103 540.0 CALL$&nbsp;</a>,实在是长得太凶了，感觉如果真的涨到540自己也会卖掉大部份持仓，处于这种考量，就决定卖个call赚点小钱，加点收益吧&nbsp;","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20250103 540.0 CALL\">$TSLA 20250103 540.0 CALL$&nbsp;</a>,实在是长得太凶了，感觉如果真的涨到540自己也会卖掉大部份持仓，处于这种考量，就决定卖个call赚点小钱，加点收益吧&nbsp;","text":"我开仓了$TSLA 20250103 540.0 CALL$ ,实在是长得太凶了，感觉如果真的涨到540自己也会卖掉大部份持仓，处于这种考量，就决定卖个call赚点小钱，加点收益吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/382950069231864","isVote":1,"tweetType":1,"viewCount":7884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685943528,"gmtCreate":1659412976468,"gmtModify":1659412976468,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"有本事你把融券现在开了","listText":"有本事你把融券现在开了","text":"有本事你把融券现在开了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/685943528","repostId":"1104628569","repostType":2,"repost":{"id":"1104628569","kind":"news","pubTimestamp":1659403730,"share":"https://www.laohu8.com/m/news/1104628569?lang=&edition=full","pubTime":"2022-08-02 09:28","market":"us","language":"zh","title":"94岁李嘉诚，发了最荒唐的一笔横财","url":"https://stock-news.laohu8.com/highlight/detail?id=1104628569","media":"创投智库","summary":"“妖股”来了。上市仅半个月，股价飙升94倍，每股从7.8美元火箭式上升至742美元——中概股尚乘数科在资本市场的吸金表现，引人注目。7月15日，这家数字金融服务提供商在纽约首次公开募股，募集了约1.2","content":"<html><head></head><body><p>“妖股”来了。</p><p>上市仅半个月，股价飙升94倍，每股从7.8美元火箭式上升至742美元——中概股<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>在资本市场的吸金表现，引人注目。</p><p>7月15日，这家数字金融服务提供商在纽约首次公开募股，募集了约1.25亿美元（合人民币8.4亿元），成为2022年至今纽交所最大的中概股IPO。</p><p><a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>背后，站着身家365亿美元的金融大鳄李嘉诚。母公司尚乘集团由李嘉诚的长江实业集团、和记黄埔创立，至今已有19年。</p><p>截至8月1日美股收盘，尚乘数科市值超1373亿美元，在一众中概股里面，尚乘数科市值排名第三，仅次于<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p><p>市盈率更是惊人，超4000倍，将其他金融科技股远远甩开。不足2亿元的营收，何以撑起1373亿美元市值？</p><p><b>李嘉诚站台</b></p><p>多名分析师告诉《21CBR》记者，尚乘数科股价一路飙升，“炒作成分比较高”。</p><p>矛盾在于，尚乘数科由<a href=\"https://laohu8.com/S/AMTD\">尚乘国际</a>分拆而来，后者2019年及2020年分别在美国、新加坡两地上市，目前市值不过9.6亿美元左右。</p><p>尚乘数科、<a href=\"https://laohu8.com/S/AMTD\">尚乘国际</a>均由尚乘集团分拆而来。</p><p>尚乘集团成立于2003年，涉足金融服务、数码科技、艺术文化及娱乐等领域。创始股东之一正是李嘉诚的长江实业集团及和记黄埔。</p><p>尚乘集团现持有尚乘国际86.7%股权，但其股权结构未披露，因此，这场炒作中，无法确切知道李嘉诚“横财”数额。如果其持股比超过25%，现值就是千亿。</p><p><img src=\"https://static.tigerbbs.com/b00026b9ae64f736ed7afc28371db358\" tg-width=\"678\" tg-height=\"448\" referrerpolicy=\"no-referrer\"/></p><p>来源：<a href=\"https://laohu8.com/S/000681\">视觉中国</a></p><p>今年初，尚乘国际以12亿美元收购尚乘数科控股权。通过此举，尚乘集团董事局主席蔡志坚成功实现IDEA中两大重要板块加总上市。</p><p>尚乘数科即代表Digital数字化，旗下拥有或策略投资了亚洲稀缺的金融牌照，连接东南亚与大中华区，提供一站式数字金融服务。</p><p>这一优势吸引了更多资金注入。</p><p>尚乘数科的股东还包括大湾区共同家园基金、亚洲最大独立资产管理公司之一惠理、前阿里CEO卫哲创立的嘉御基金等。</p><p>强兵助阵下，公司逐步完善了投资版图。</p><p>包括互联网医疗平台微医、人工智能公司Appier的早期投资，收购了首家由新加坡金管局监管沙盒成功孵化创立的数字保险经纪公司PolicyPal等。</p><p>有市场分析认为，暴涨的股价是一次短中期场内资本达成共识的结果。</p><p><img src=\"https://static.tigerbbs.com/132ed927e8169bf3f7a279034f7108c1\" tg-width=\"724\" tg-height=\"918\" referrerpolicy=\"no-referrer\"/></p><p>“资本尤其是国际资本，没有比抱大腿更划算的选择。”一名私募公司从业人员向《21CBR》表示，“跟巴神、跟李嘉诚，虽然不是第一手，至少比其他流向靠谱许多。”</p><p>从近几日交易量来看，公司单日交易量均为几十万股。“按照公司1.85亿的总股本，1%也将近200万股。”金融科技行业观察人士史文瑞认为，公司股东或者关联交易方的可能性很大。</p><p>“海外IPO新股没有历史筹码，关注度由低走高过程中，容易引起市场情绪的集中催化。当前市场缺乏赚钱热点，短炒资金集中炒作尚乘数科。”有知名券商向《21CBR》表示，投资者应该优先考虑风险因素。</p><p><b>利润率高企</b></p><p>尚乘数科主营数字金融服务，业务包括四大板块：数字金融服务，蛛网生态系统解决方案，数字媒体、内容和营销，及数字投资业务。</p><p>招股书显示，2019-2021财年，尚乘数科总收入分别约为1455.4万、1.68亿和1.96亿港元；期内利润分别为2154.4万、1.58亿及1.72亿港元；利润率保持高达87%以上。</p><p>数字金融服务业务和蛛网生态系统解决方案业务的费用和佣金，是尚乘数科的主要收入来源。</p><p>蛛网生态系统解决方案，主要起到多方资源连接和再赋能作用。2021财年，该业务贡献总营收的80%，达1.57亿港元。</p><p>官方称，来自数字和传统金融行业、科技行业、学术机构等不同领域的合作伙伴，都可以在蛛网生态系统中实现连接，系统可以为客户提供资本、技术、指导和其他资源，加速和增强其业务的数字化转型。</p><p><img src=\"https://static.tigerbbs.com/4bf07c4fb53f47d2c750b418fa099675\" tg-width=\"832\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/></p><p>会费计划则可以增强生态系统中合作伙伴的连接性。</p><p>在数字媒体、内容和营销方面，2020年上映的电影《拆弹专家2》是尚乘数科正式涉足数字影视文化行业，参与制作的第一部电影。这笔投资收获超13亿票房的回报。</p><p>值得注意的是，报告期内，尚乘数科公允价值变动（FVTPL）分别增加了1932万、4359万和7029万港元。</p><p><img src=\"https://static.tigerbbs.com/bf8589ae03998a3d8b0927e6790e807d\" tg-width=\"828\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p>由于成本较低，利润率受FVTPL加持直逼90%。但即使剔除这部分收入，公司的净利润率也超过60%，远高于行业20%左右的均值。</p><p>吊诡的是，2021年尚乘数科的营收尚不足2亿港元，资本市场上却连续拉高半月余。单看业绩指标，实在难以支撑公司5000亿的市值。</p><p>这一市值，现为李嘉诚旗舰长和的约3倍，而后者去年营收为2800亿港币。</p><p><b>投资广撒网</b></p><p>于尚乘数科而言，经历短线“非理性”上涨后，关键是拿出更具说服力的成绩。</p><p>难题不少。</p><p>截至2022年2月，尚乘数科营收增速低至4%。而2021财年的年收入增速约为17%。</p><p>金融科技赛道监管渐严，区域市场的合法合规问题摆在眼前。</p><p>“当提供新产品和服务，与更广泛市场客户进行交易将暴露更多风险。”招股书中提到，接下来公司目标是继续向东南亚等地区扩张，在新加坡成立银行且合并到报表——这些都有待监管部门批准。</p><p>公司明确表示，将在数字金融服务行业进行收购、换股、投资、合资或组建其他战略联盟。</p><p><img src=\"https://static.tigerbbs.com/cd9c52fbd318960b7ee476ebbb5621da\" tg-width=\"832\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p>比如，2020年6月拿下新加坡在线融资平台CapBridge Financial Pte Ltd.的控股权，同年收购新加坡一家提供一站式二维码支付的聚合商和支付网关提供商等。</p><p>“我们使用自有资金进行投资，预计在相当长一段时间内不会从这些投资中获益。”尚乘数科方面承认。</p><p>何时收回投资成本，尚难以预计，但这恰是构建区域性金融服务生态体系的关键。</p><p><img src=\"https://static.tigerbbs.com/779fb90aa900c2f5d78ccf04fc1181a1\" tg-width=\"780\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>目前，尚乘数科所投企业均有较好投资收益。</p><p>截至2022年2月，公司用于投资活动的现金净额为3.476亿港元，归因于应收集团公司的款项变动3.460亿港元。投资活动产生的现金净额为1.282亿港元，其中收回投资所得款项7780万和5060万港元，来自收购子公司的净现金流入2070万港元。</p><p><img src=\"https://static.tigerbbs.com/c8d8b77a1d4a528b671f7f79ad643b9c\" tg-width=\"812\" tg-height=\"302\" referrerpolicy=\"no-referrer\"/></p><p>一定程度上，公司在不断强化投资组合的过程中，维持着较好的营业水平。</p><p>“继续在亚洲及其他地区识别和融合有前途的数字金融参与者，才能补充当前的服务和能力。”尚乘数科对未来战略执行展望道。</p><p>而对于李嘉诚而言，商海扑腾数十年，想必非常了然，尚乘前景再好，现在1373亿美元市值的荒唐。</p></body></html>","source":"lsy1659403108223","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>94岁李嘉诚，发了最荒唐的一笔横财</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{ 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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\">\n94岁李嘉诚，发了最荒唐的一笔横财\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 09:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Xo02ilta3IMfe6RPRjKbVg><strong>创投智库</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“妖股”来了。上市仅半个月，股价飙升94倍，每股从7.8美元火箭式上升至742美元——中概股尚乘数科在资本市场的吸金表现，引人注目。7月15日，这家数字金融服务提供商在纽约首次公开募股，募集了约1.25亿美元（合人民币8.4亿元），成为2022年至今纽交所最大的中概股IPO。尚乘数科背后，站着身家365亿美元的金融大鳄李嘉诚。母公司尚乘集团由李嘉诚的长江实业集团、和记黄埔创立，至今已有19年。截至...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Xo02ilta3IMfe6RPRjKbVg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b00026b9ae64f736ed7afc28371db358","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","00001":"长和","HKD":"尚乘数科","BK1500":"做空集合股","BK1569":"长和系","BK1230":"工业集团企业","BK1601":"香港本地股"},"source_url":"https://mp.weixin.qq.com/s/Xo02ilta3IMfe6RPRjKbVg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104628569","content_text":"“妖股”来了。上市仅半个月，股价飙升94倍，每股从7.8美元火箭式上升至742美元——中概股尚乘数科在资本市场的吸金表现，引人注目。7月15日，这家数字金融服务提供商在纽约首次公开募股，募集了约1.25亿美元（合人民币8.4亿元），成为2022年至今纽交所最大的中概股IPO。尚乘数科背后，站着身家365亿美元的金融大鳄李嘉诚。母公司尚乘集团由李嘉诚的长江实业集团、和记黄埔创立，至今已有19年。截至8月1日美股收盘，尚乘数科市值超1373亿美元，在一众中概股里面，尚乘数科市值排名第三，仅次于台积电和阿里巴巴。市盈率更是惊人，超4000倍，将其他金融科技股远远甩开。不足2亿元的营收，何以撑起1373亿美元市值？李嘉诚站台多名分析师告诉《21CBR》记者，尚乘数科股价一路飙升，“炒作成分比较高”。矛盾在于，尚乘数科由尚乘国际分拆而来，后者2019年及2020年分别在美国、新加坡两地上市，目前市值不过9.6亿美元左右。尚乘数科、尚乘国际均由尚乘集团分拆而来。尚乘集团成立于2003年，涉足金融服务、数码科技、艺术文化及娱乐等领域。创始股东之一正是李嘉诚的长江实业集团及和记黄埔。尚乘集团现持有尚乘国际86.7%股权，但其股权结构未披露，因此，这场炒作中，无法确切知道李嘉诚“横财”数额。如果其持股比超过25%，现值就是千亿。来源：视觉中国今年初，尚乘国际以12亿美元收购尚乘数科控股权。通过此举，尚乘集团董事局主席蔡志坚成功实现IDEA中两大重要板块加总上市。尚乘数科即代表Digital数字化，旗下拥有或策略投资了亚洲稀缺的金融牌照，连接东南亚与大中华区，提供一站式数字金融服务。这一优势吸引了更多资金注入。尚乘数科的股东还包括大湾区共同家园基金、亚洲最大独立资产管理公司之一惠理、前阿里CEO卫哲创立的嘉御基金等。强兵助阵下，公司逐步完善了投资版图。包括互联网医疗平台微医、人工智能公司Appier的早期投资，收购了首家由新加坡金管局监管沙盒成功孵化创立的数字保险经纪公司PolicyPal等。有市场分析认为，暴涨的股价是一次短中期场内资本达成共识的结果。“资本尤其是国际资本，没有比抱大腿更划算的选择。”一名私募公司从业人员向《21CBR》表示，“跟巴神、跟李嘉诚，虽然不是第一手，至少比其他流向靠谱许多。”从近几日交易量来看，公司单日交易量均为几十万股。“按照公司1.85亿的总股本，1%也将近200万股。”金融科技行业观察人士史文瑞认为，公司股东或者关联交易方的可能性很大。“海外IPO新股没有历史筹码，关注度由低走高过程中，容易引起市场情绪的集中催化。当前市场缺乏赚钱热点，短炒资金集中炒作尚乘数科。”有知名券商向《21CBR》表示，投资者应该优先考虑风险因素。利润率高企尚乘数科主营数字金融服务，业务包括四大板块：数字金融服务，蛛网生态系统解决方案，数字媒体、内容和营销，及数字投资业务。招股书显示，2019-2021财年，尚乘数科总收入分别约为1455.4万、1.68亿和1.96亿港元；期内利润分别为2154.4万、1.58亿及1.72亿港元；利润率保持高达87%以上。数字金融服务业务和蛛网生态系统解决方案业务的费用和佣金，是尚乘数科的主要收入来源。蛛网生态系统解决方案，主要起到多方资源连接和再赋能作用。2021财年，该业务贡献总营收的80%，达1.57亿港元。官方称，来自数字和传统金融行业、科技行业、学术机构等不同领域的合作伙伴，都可以在蛛网生态系统中实现连接，系统可以为客户提供资本、技术、指导和其他资源，加速和增强其业务的数字化转型。会费计划则可以增强生态系统中合作伙伴的连接性。在数字媒体、内容和营销方面，2020年上映的电影《拆弹专家2》是尚乘数科正式涉足数字影视文化行业，参与制作的第一部电影。这笔投资收获超13亿票房的回报。值得注意的是，报告期内，尚乘数科公允价值变动（FVTPL）分别增加了1932万、4359万和7029万港元。由于成本较低，利润率受FVTPL加持直逼90%。但即使剔除这部分收入，公司的净利润率也超过60%，远高于行业20%左右的均值。吊诡的是，2021年尚乘数科的营收尚不足2亿港元，资本市场上却连续拉高半月余。单看业绩指标，实在难以支撑公司5000亿的市值。这一市值，现为李嘉诚旗舰长和的约3倍，而后者去年营收为2800亿港币。投资广撒网于尚乘数科而言，经历短线“非理性”上涨后，关键是拿出更具说服力的成绩。难题不少。截至2022年2月，尚乘数科营收增速低至4%。而2021财年的年收入增速约为17%。金融科技赛道监管渐严，区域市场的合法合规问题摆在眼前。“当提供新产品和服务，与更广泛市场客户进行交易将暴露更多风险。”招股书中提到，接下来公司目标是继续向东南亚等地区扩张，在新加坡成立银行且合并到报表——这些都有待监管部门批准。公司明确表示，将在数字金融服务行业进行收购、换股、投资、合资或组建其他战略联盟。比如，2020年6月拿下新加坡在线融资平台CapBridge Financial Pte Ltd.的控股权，同年收购新加坡一家提供一站式二维码支付的聚合商和支付网关提供商等。“我们使用自有资金进行投资，预计在相当长一段时间内不会从这些投资中获益。”尚乘数科方面承认。何时收回投资成本，尚难以预计，但这恰是构建区域性金融服务生态体系的关键。目前，尚乘数科所投企业均有较好投资收益。截至2022年2月，公司用于投资活动的现金净额为3.476亿港元，归因于应收集团公司的款项变动3.460亿港元。投资活动产生的现金净额为1.282亿港元，其中收回投资所得款项7780万和5060万港元，来自收购子公司的净现金流入2070万港元。一定程度上，公司在不断强化投资组合的过程中，维持着较好的营业水平。“继续在亚洲及其他地区识别和融合有前途的数字金融参与者，才能补充当前的服务和能力。”尚乘数科对未来战略执行展望道。而对于李嘉诚而言，商海扑腾数十年，想必非常了然，尚乘前景再好，现在1373亿美元市值的荒唐。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390015856840968,"gmtCreate":1736253140808,"gmtModify":1736308228304,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"我开仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20250124 480.0 CALL\">$TSLA 20250124 480.0 CALL$&nbsp;</a>,上次行权价 550 1 手还能赚 1000 多，现在 480 只能赚几百了，看来大家把预期都降低了","listText":"我开仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20250124 480.0 CALL\">$TSLA 20250124 480.0 CALL$&nbsp;</a>,上次行权价 550 1 手还能赚 1000 多，现在 480 只能赚几百了，看来大家把预期都降低了","text":"我开仓了1手$TSLA 20250124 480.0 CALL$ ,上次行权价 550 1 手还能赚 1000 多，现在 480 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收益最多的股票","images":[{"img":"https://static.tigerbbs.com/f18c3ddbfe9a0ed9c555d6a1ce2821c8"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/318601565065368","isVote":1,"tweetType":1,"viewCount":9026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":375691153768856,"gmtCreate":1732752492783,"gmtModify":1732757188430,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了$阿斯麦(ASML)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375691153768856","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351122275971344,"gmtCreate":1726745695085,"gmtModify":1726745697060,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"什么乱七八糟的解读，不过脑子吗","listText":"什么乱七八糟的解读，不过脑子吗","text":"什么乱七八糟的解读，不过脑子吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351122275971344","repostId":"1177041689","repostType":2,"repost":{"id":"1177041689","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1726745552,"share":"https://www.laohu8.com/m/news/1177041689?lang=&edition=full","pubTime":"2024-09-19 19:32","market":"hk","language":"zh","title":"异动解读 | 中国光刻机突破助力阿斯麦股价大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1177041689","media":"异动解读","summary":"阿斯麦盘前大涨5%,主因中国国产光刻机技术实现重大突破。消息显示,中国自主研发的芯片制造设备分辨率已达65纳米,技术水平较此前大幅提升,正逐步缩小与国际龙头阿斯麦的差距。\n\n作为全球主要的光刻机供应商,如果中国企业能够掌握核心制程技术并形成规模效应,必将对阿斯麦在华市场带来巨大冲击。投资者预期这一技术突破将推动中国芯片制造设备本土化进程,从而对阿斯麦造成竞争压力。\n\n不过,尽管技术创新取得进展,但中国在高端芯片制造设备领域仍落后于国际水平,且与国际龙头差距仍存。市场人士指出,中国光刻机研发虽获突破但仍需一段时间来完全实现进口替代。阿斯麦作为全球光刻机龙头,在高端制程上短期内难被取代。","content":"<p>阿斯麦盘前大涨5%,主因中国国产光刻机技术实现重大突破。消息显示,中国自主研发的芯片制造设备分辨率已达65纳米,技术水平较此前大幅提升,正逐步缩小与国际龙头阿斯麦的差距。</p>\n\n<p>作为全球主要的光刻机供应商,如果中国企业能够掌握核心制程技术并形成规模效应,必将对阿斯麦在华市场带来巨大冲击。投资者预期这一技术突破将推动中国芯片制造设备本土化进程,从而对阿斯麦造成竞争压力。</p>\n\n<p>不过,尽管技术创新取得进展,但中国在高端芯片制造设备领域仍落后于国际水平,且与国际龙头差距仍存。市场人士指出,中国光刻机研发虽获突破但仍需一段时间来完全实现进口替代。阿斯麦作为全球光刻机龙头,在高端制程上短期内难被取代。</p>","source":"ai_movement_cn","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>异动解读 | 中国光刻机突破助力阿斯麦股价大涨</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; 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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异动解读 | 中国光刻机突破助力阿斯麦股价大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-09-19 19:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>阿斯麦盘前大涨5%,主因中国国产光刻机技术实现重大突破。消息显示,中国自主研发的芯片制造设备分辨率已达65纳米,技术水平较此前大幅提升,正逐步缩小与国际龙头阿斯麦的差距。</p>\n\n<p>作为全球主要的光刻机供应商,如果中国企业能够掌握核心制程技术并形成规模效应,必将对阿斯麦在华市场带来巨大冲击。投资者预期这一技术突破将推动中国芯片制造设备本土化进程,从而对阿斯麦造成竞争压力。</p>\n\n<p>不过,尽管技术创新取得进展,但中国在高端芯片制造设备领域仍落后于国际水平,且与国际龙头差距仍存。市场人士指出,中国光刻机研发虽获突破但仍需一段时间来完全实现进口替代。阿斯麦作为全球光刻机龙头,在高端制程上短期内难被取代。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177041689","content_text":"阿斯麦盘前大涨5%,主因中国国产光刻机技术实现重大突破。消息显示,中国自主研发的芯片制造设备分辨率已达65纳米,技术水平较此前大幅提升,正逐步缩小与国际龙头阿斯麦的差距。\n作为全球主要的光刻机供应商,如果中国企业能够掌握核心制程技术并形成规模效应,必将对阿斯麦在华市场带来巨大冲击。投资者预期这一技术突破将推动中国芯片制造设备本土化进程,从而对阿斯麦造成竞争压力。\n不过,尽管技术创新取得进展,但中国在高端芯片制造设备领域仍落后于国际水平,且与国际龙头差距仍存。市场人士指出,中国光刻机研发虽获突破但仍需一段时间来完全实现进口替代。阿斯麦作为全球光刻机龙头,在高端制程上短期内难被取代。","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340407335461080,"gmtCreate":1724137640284,"gmtModify":1724137975038,"author":{"id":"3558219858482224","authorId":"3558219858482224","name":"一个自以为价值投资者但其实完全靠运气的散户","avatar":"https://static.tigerbbs.com/e814fdad9612a1a5510ed3cdff29e460","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558219858482224","authorIdStr":"3558219858482224"},"themes":[],"htmlText":"已经满仓了一段时间，最近把收到的分红买了点债券，打算长期躺平<a 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