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许凤彬
2021-09-07
$聚好商城(JWEL)$
逐渐回暖上升,静待佳音
许凤彬
2021-11-24
$拼多多(PDD)$
股市调整,静观其变,稳住了心态,必有收益
许凤彬
2021-09-22
$老虎证券(TIGR)$
一天比一天好,结果一定会让持有者满意的[龇牙]
许凤彬
2021-06-27
$涂鸦智能(TUYA)$
我的股票。看看选的如何
许凤彬
2022-01-26
$拼多多(PDD)$
指望你回本了,别让我失望哦
许凤彬
2021-02-04
$老虎证券(TIGR)$
做的还可以吧[龇牙]
许凤彬
2021-12-07
$拼多多(PDD)$
开始涨了涨了涨了涨了涨了涨了
许凤彬
2021-12-20
$拼多多(PDD)$
跌跌不休,何时能止,等待中
许凤彬
2021-12-14
$老虎证券(TIGR)$
老虎证券,值得关注和拥有[微笑] [微笑] [微笑]
许凤彬
2021-05-17
$老虎证券(TIGR)$
该股回头了,拿稳喽
许凤彬
2021-02-09
$老虎证券(TIGR)$
这票真是买对了[龇牙] [龇牙] [龇牙]
许凤彬
2021-12-20
$聚好商城(JWEL)$
利好不断,庆幸自己拥有着,开心😁
许凤彬
2021-09-28
比亚迪股票比较看好,新能源是大趋势,势不可挡
许凤彬
2021-05-05
$特斯拉(TSLA)$
这两天有点小浮动,正常
许凤彬
2021-12-01
$Nikola Corporation(NKLA)$
没动静,继续等待
许凤彬
2021-06-13
$Nikola Corporation(NKLA)$
选了此股。坐等收益
许凤彬
2020-12-22
蔚来未来,加油!
许凤彬
2022-01-03
$拼多多(PDD)$
新的一年开始了,期待你有好的效益哦
许凤彬
2021-07-26
$Nikola Corporation(NKLA)$
调整期还没完,拿稳了,别着急
去老虎APP查看更多动态
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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20231116232237806ace6a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4200":"专卖店","BK4122":"互联网与直销零售","JWEL":"聚好商城"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20231116232237806ace6a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2384820996","content_text":"北京时间2023年11月16日23时22分,聚好商城(JWEL.us)股票出现波动,股价急速下跌5.95%。截至发稿,该股报1.47美元/股,成交量2660股,换手率0.12%,振幅4.16%。最近的财报数据显示,该股实现营业收入2.10亿美元,净利润-11.54百万美元,每股收益-0.39美元,毛利6.24百万美元,市盈率-0.26倍。机构评级方面,目前暂无机构对该股做出“买入、持有、卖出”建议。聚好商城股票所在的互联网零售行业中,整体跌幅为0.58%。其相关个股中,Webuy Global Ltd、新蛋、云集涨幅较大,阿里巴巴、Beyond Inc、Farfetch 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你是彻底废了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659335085","isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650492205,"gmtCreate":1679413267208,"gmtModify":1679413268409,"author":{"id":"3558750553178878","authorId":"3558750553178878","name":"许凤彬","avatar":"https://static.tigerbbs.com/2595a949cf6188b0d57350b75ac6ea2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558750553178878","authorIdStr":"3558750553178878"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JWEL\">$聚好商城(JWEL)$ </a>你是彻底完蛋了吧","listText":"<a href=\"https://laohu8.com/S/JWEL\">$聚好商城(JWEL)$ </a>你是彻底完蛋了吧","text":"$聚好商城(JWEL)$ 你是彻底完蛋了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650492205","isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650384265,"gmtCreate":1678895101657,"gmtModify":1678895102969,"author":{"id":"3558750553178878","authorId":"3558750553178878","name":"许凤彬","avatar":"https://static.tigerbbs.com/2595a949cf6188b0d57350b75ac6ea2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558750553178878","authorIdStr":"3558750553178878"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JWEL\">$聚好商城(JWEL)$ </a>这是怎么了,天天跌","listText":"<a href=\"https://laohu8.com/S/JWEL\">$聚好商城(JWEL)$ </a>这是怎么了,天天跌","text":"$聚好商城(JWEL)$ 这是怎么了,天天跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650384265","isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685637548,"gmtCreate":1659601695989,"gmtModify":1659601695989,"author":{"id":"3558750553178878","authorId":"3558750553178878","name":"许凤彬","avatar":"https://static.tigerbbs.com/2595a949cf6188b0d57350b75ac6ea2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558750553178878","authorIdStr":"3558750553178878"},"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/685637548","repostId":"682320568","repostType":1,"repost":{"id":682320568,"gmtCreate":1658803728590,"gmtModify":1703729206041,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【7月26日】隔夜美股猴痘概念大涨!今天什么值得买","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场7月26日讯,隔夜美股涨跌不一,港股三大指数高开,恒指涨0.55%,国指涨0.46%,恒生科技指数涨0.54%。盘面上,大型科技股多数上涨,双重主要上市,有望纳入港股通,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨3.4%,网易、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、百度均上涨;与真实生物达成战略合作,<a href=\"https://laohu8.com/S/02196\">$复星医药(02196)$</a> 涨超6%领衔生物科技股走高;教育股、啤酒股、餐饮股、石油股、手机概念股普涨。另一方面,乳制品股继续下跌,家电股、燃气股、地产股部分走低。阿里巴巴跳空高开3.41%报103港元,市值2.23万亿港元。消息面上,阿里巴巴今早宣布申请香港纽约双重主要上市,预计年底前完成。在香港纽约双重主要上市后,阿里巴巴港股预计将符合港股通资质,从而或为内地投资者直接投资阿里创造更多便利。美股市场美股周一收盘涨跌不一。投资者准备迎接美股财报最繁忙的一周,并关注美联储货币政策会议与美国二季度GDP报告。截至收盘,道琼斯指数涨0.28%,纳斯达克综合指数跌0.43%,标普500指数涨0.13%。大型科技股多数下跌,<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 跌逾1%,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 跌0.74%,<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 跌0.59%,","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场7月26日讯,隔夜美股涨跌不一,港股三大指数高开,恒指涨0.55%,国指涨0.46%,恒生科技指数涨0.54%。盘面上,大型科技股多数上涨,双重主要上市,有望纳入港股通,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨3.4%,网易、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、百度均上涨;与真实生物达成战略合作,<a href=\"https://laohu8.com/S/02196\">$复星医药(02196)$</a> 涨超6%领衔生物科技股走高;教育股、啤酒股、餐饮股、石油股、手机概念股普涨。另一方面,乳制品股继续下跌,家电股、燃气股、地产股部分走低。阿里巴巴跳空高开3.41%报103港元,市值2.23万亿港元。消息面上,阿里巴巴今早宣布申请香港纽约双重主要上市,预计年底前完成。在香港纽约双重主要上市后,阿里巴巴港股预计将符合港股通资质,从而或为内地投资者直接投资阿里创造更多便利。美股市场美股周一收盘涨跌不一。投资者准备迎接美股财报最繁忙的一周,并关注美联储货币政策会议与美国二季度GDP报告。截至收盘,道琼斯指数涨0.28%,纳斯达克综合指数跌0.43%,标普500指数涨0.13%。大型科技股多数下跌,<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 跌逾1%,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 跌0.74%,<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 跌0.59%,","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场7月26日讯,隔夜美股涨跌不一,港股三大指数高开,恒指涨0.55%,国指涨0.46%,恒生科技指数涨0.54%。盘面上,大型科技股多数上涨,双重主要上市,有望纳入港股通,$阿里巴巴-SW(09988)$ 涨3.4%,网易、$京东集团-SW(09618)$ 、百度均上涨;与真实生物达成战略合作,$复星医药(02196)$ 涨超6%领衔生物科技股走高;教育股、啤酒股、餐饮股、石油股、手机概念股普涨。另一方面,乳制品股继续下跌,家电股、燃气股、地产股部分走低。阿里巴巴跳空高开3.41%报103港元,市值2.23万亿港元。消息面上,阿里巴巴今早宣布申请香港纽约双重主要上市,预计年底前完成。在香港纽约双重主要上市后,阿里巴巴港股预计将符合港股通资质,从而或为内地投资者直接投资阿里创造更多便利。美股市场美股周一收盘涨跌不一。投资者准备迎接美股财报最繁忙的一周,并关注美联储货币政策会议与美国二季度GDP报告。截至收盘,道琼斯指数涨0.28%,纳斯达克综合指数跌0.43%,标普500指数涨0.13%。大型科技股多数下跌,$亚马逊(AMZN)$ 跌逾1%,$苹果(AAPL)$ 跌0.74%,$微软(MSFT)$ 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周三:<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 发布财报 周三晚间:FOMC会议 周四:<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 发布财报 周四晚间:美国公布Q2 GDP数据 周五:<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 财报 本周有大财报,有FOMC,又有GDP公布,上一次经历这么大阵仗是在4月底,印象很深刻当时是五一放假前,因为当周收盘为涨,所以大意了,等放假回来一看账户眼前一黑: <a href=\"https://laohu8.com/TW/618447313\" target=\"_blank\">GDP这么差,市场什么时候才能好转?</a> <a href=\"https://laohu8.com/TW/616542181\" target=\"_blank\">当大象停止跳舞,小心!</a> 本周和4月底有很多类似的地方,比如广告类公司财报预期不佳,GDP数据预期差,FOMC会议加息力度大。不能说是一模一样,只能说是完全相同了。不过从通胀预期来看,因为油价下跌供应链通畅所以市场认为剧烈加息仅限这一次,理论上不管本周有什么样的大风大浪,数据落地后市场应该继续走反弹趋势。但达到下周的美好愿景前,先要翻过本周沉重的情绪大山:上周snap财报大跌39%,有很强的警示作用。本次财报季分析师给出的预期很宽松,如此宽松的前提下都不能达成预期,且无法给出明确的下","listText":"本周重磅事件: 周三:<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 发布财报 周三晚间:FOMC会议 周四:<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 发布财报 周四晚间:美国公布Q2 GDP数据 周五:<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 财报 本周有大财报,有FOMC,又有GDP公布,上一次经历这么大阵仗是在4月底,印象很深刻当时是五一放假前,因为当周收盘为涨,所以大意了,等放假回来一看账户眼前一黑: <a href=\"https://laohu8.com/TW/618447313\" target=\"_blank\">GDP这么差,市场什么时候才能好转?</a> <a href=\"https://laohu8.com/TW/616542181\" target=\"_blank\">当大象停止跳舞,小心!</a> 本周和4月底有很多类似的地方,比如广告类公司财报预期不佳,GDP数据预期差,FOMC会议加息力度大。不能说是一模一样,只能说是完全相同了。不过从通胀预期来看,因为油价下跌供应链通畅所以市场认为剧烈加息仅限这一次,理论上不管本周有什么样的大风大浪,数据落地后市场应该继续走反弹趋势。但达到下周的美好愿景前,先要翻过本周沉重的情绪大山:上周snap财报大跌39%,有很强的警示作用。本次财报季分析师给出的预期很宽松,如此宽松的前提下都不能达成预期,且无法给出明确的下","text":"本周重磅事件: 周三:$微软(MSFT)$ $谷歌(GOOG)$ 发布财报 周三晚间:FOMC会议 周四:$Meta Platforms(META)$ 发布财报 周四晚间:美国公布Q2 GDP数据 周五:$苹果(AAPL)$ $亚马逊(AMZN)$ 财报 本周有大财报,有FOMC,又有GDP公布,上一次经历这么大阵仗是在4月底,印象很深刻当时是五一放假前,因为当周收盘为涨,所以大意了,等放假回来一看账户眼前一黑: GDP这么差,市场什么时候才能好转? 当大象停止跳舞,小心! 本周和4月底有很多类似的地方,比如广告类公司财报预期不佳,GDP数据预期差,FOMC会议加息力度大。不能说是一模一样,只能说是完全相同了。不过从通胀预期来看,因为油价下跌供应链通畅所以市场认为剧烈加息仅限这一次,理论上不管本周有什么样的大风大浪,数据落地后市场应该继续走反弹趋势。但达到下周的美好愿景前,先要翻过本周沉重的情绪大山:上周snap财报大跌39%,有很强的警示作用。本次财报季分析师给出的预期很宽松,如此宽松的前提下都不能达成预期,且无法给出明确的下","images":[{"img":"https://static.tigerbbs.com/1005e81448b2ec84a92bfcdbee6d7340","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682308368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685637834,"gmtCreate":1659601671932,"gmtModify":1659601671932,"author":{"id":"3558750553178878","authorId":"3558750553178878","name":"许凤彬","avatar":"https://static.tigerbbs.com/2595a949cf6188b0d57350b75ac6ea2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558750553178878","authorIdStr":"3558750553178878"},"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/685637834","repostId":"682532042","repostType":1,"repost":{"id":682532042,"gmtCreate":1659062930736,"gmtModify":1703729208155,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【7月29日】太刺激!美股上演深V,激进加息预期退烧,今天买点啥","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等港股市场7月29日讯,投资者押注美联储将放缓加息步伐,隔夜美股收涨。港股高开,恒指涨0.12%,恒指涨0.19%,恒生科技指数涨0.2%。盘面上,大型科技股多数上涨,<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 涨超1%,<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 小幅上涨,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 走低;昨日领涨的教育股再度上涨,<a href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 大涨超11%,燃气股走高,生物科技股、保险股、体育用品股、锂电池股部分上涨。另一方面,啤酒股<a href=\"https://laohu8.com/S/01876\">$百威亚太(01876)$</a> 绩后低开3.59%,电力股、海运股、电子烟概念股普跌。美股市场尽管经济数据表现不佳,但多位美国官员出面安抚市场,且投资者押注经济放缓将迫使美联储提早结束加息行动,美股三大股指周四集体收涨。截至收盘,道琼斯指数涨1.02%,纳斯达克综合指数涨1.08%,标普500指数涨1.21%。大型科技股多数收涨,","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等港股市场7月29日讯,投资者押注美联储将放缓加息步伐,隔夜美股收涨。港股高开,恒指涨0.12%,恒指涨0.19%,恒生科技指数涨0.2%。盘面上,大型科技股多数上涨,<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 涨超1%,<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 小幅上涨,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 走低;昨日领涨的教育股再度上涨,<a href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 大涨超11%,燃气股走高,生物科技股、保险股、体育用品股、锂电池股部分上涨。另一方面,啤酒股<a href=\"https://laohu8.com/S/01876\">$百威亚太(01876)$</a> 绩后低开3.59%,电力股、海运股、电子烟概念股普跌。美股市场尽管经济数据表现不佳,但多位美国官员出面安抚市场,且投资者押注经济放缓将迫使美联储提早结束加息行动,美股三大股指周四集体收涨。截至收盘,道琼斯指数涨1.02%,纳斯达克综合指数涨1.08%,标普500指数涨1.21%。大型科技股多数收涨,","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等港股市场7月29日讯,投资者押注美联储将放缓加息步伐,隔夜美股收涨。港股高开,恒指涨0.12%,恒指涨0.19%,恒生科技指数涨0.2%。盘面上,大型科技股多数上涨,$京东集团-SW(09618)$ 、$小米集团-W(01810)$ 涨超1%,$美团-W(03690)$ 、$百度集团-SW(09888)$ 小幅上涨,$阿里巴巴-SW(09988)$ 、$网易-S(09999)$ 走低;昨日领涨的教育股再度上涨,$新东方-S(09901)$ 大涨超11%,燃气股走高,生物科技股、保险股、体育用品股、锂电池股部分上涨。另一方面,啤酒股$百威亚太(01876)$ 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港股市场 4月6日讯,港股大幅低开,恒生指数低开1.25%报22220.21点,国企指数跌1.7%,恒生科技指数跌2.77%。 盘面上,隔夜美股科技股大跌,港股回港科技股集体低开,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>跌5%,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易(09999)$</a>跌4.48%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>跌4%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>跌近2%,地产股大跌居前,<a target=\"_blank\" href=\"https://laohu8.com/S/01238\">$宝龙地产(01238)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$</a>领衔下跌,互联网医疗股、电力股、海运股、手机概念股、乳制品股普遍走低;另一方面,生物科技股强势,<a target=\"_blank\" href=\"https://laohu8.com/S/688185\">$康希诺(688185)$</a>生物、","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 4月6日讯,港股大幅低开,恒生指数低开1.25%报22220.21点,国企指数跌1.7%,恒生科技指数跌2.77%。 盘面上,隔夜美股科技股大跌,港股回港科技股集体低开,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>跌5%,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易(09999)$</a>跌4.48%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>跌4%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>跌近2%,地产股大跌居前,<a target=\"_blank\" href=\"https://laohu8.com/S/01238\">$宝龙地产(01238)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00960\">$龙湖集团(00960)$</a>领衔下跌,互联网医疗股、电力股、海运股、手机概念股、乳制品股普遍走低;另一方面,生物科技股强势,<a target=\"_blank\" href=\"https://laohu8.com/S/688185\">$康希诺(688185)$</a>生物、","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 4月6日讯,港股大幅低开,恒生指数低开1.25%报22220.21点,国企指数跌1.7%,恒生科技指数跌2.77%。 盘面上,隔夜美股科技股大跌,港股回港科技股集体低开,$京东(09618)$跌5%,$网易(09999)$跌4.48%,$阿里巴巴(09988)$跌4%,$百度(09888)$、$腾讯(00700)$跌近2%,地产股大跌居前,$宝龙地产(01238)$、$龙湖集团(00960)$领衔下跌,互联网医疗股、电力股、海运股、手机概念股、乳制品股普遍走低;另一方面,生物科技股强势,$康希诺(688185)$生物、","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619853040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613067109,"gmtCreate":1649606306439,"gmtModify":1649606306439,"author":{"id":"3558750553178878","authorId":"3558750553178878","name":"许凤彬","avatar":"https://static.tigerbbs.com/2595a949cf6188b0d57350b75ac6ea2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558750553178878","authorIdStr":"3558750553178878"},"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/613067109","repostId":"619671022","repostType":1,"repost":{"id":619671022,"gmtCreate":1649255777887,"gmtModify":1649284802244,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"谈谈美联储为何对自家股市下狠手,以及一个机会","htmlText":"假期发生了三件事:美货币政策进一步收紧,马斯克入股推特,中概股境外上市规定出台。按影响排序我们挨个谈谈看法。 1、美货币政策进一步收紧: 美联储理事鸽派代表布雷纳德周二表示,美联储最早可能5月开始缩表,并将以更为迅速地步伐缩减资产负债表。她还表示,加息的步伐可能会比25个基点的增幅更大。 此言论一出,美联储全面转鹰,国债利率倒挂,股票市场立刻由涨转跌,其中科技股领跌,英伟达大跌5%。 缩表是指美联储缩减自身资产负债表规模,和加息一样,是一种收紧货币政策的手段。在这之前市场就知道要加息缩表一起上,只不过不知道具体执行方法,今晚的美联储会议纪要或披露缩表细节,也许能够一定程度上稳定市场情绪,很关键。 市场受到如此惊吓也可以理解,因为布雷纳德这次发言表述了抑制通胀的决心:https://www.federalreserve.gov/newsevents/speech/brainard20220405a.htm 受通胀影响最严重的不是富人,相反富人持有资产,是通胀的受益者,所以就可以理解为什么抑制通胀股价会跌,股票也是一种资产嘛。 那么持有资产最少的人就是通胀的受害者。而且通胀最严重的食品等必需品消费,穷人占比是富人的两倍,通胀越严重,穷人越惨。为了穷人考虑美联储也要尽快抑制通胀,这就是布雷纳德转鹰的原因。 美国不同收入阶层受通胀影响图 如果是为底层人民考虑那确实好理解,不过对于市场来说有点惨。这段时间无论是航运还是外贸又或者是就业,均显示消费下降趋势。没有消费刺激,通胀自然而然会下降,只不过这个速度布雷纳德还是嫌慢。 航运牛股转熊 那我们如何看待这一轮股市回调呢? 就在今天CNBC疯狂money节目的主持人吉米克莱默表示让大家快跑,资产要回调了。他表示如果之前持有了一些投机标的,最好趁高位抛售,如果是价值股,那拿着也没什么问题。 我的看法差不多,如果你有近期sell p","listText":"假期发生了三件事:美货币政策进一步收紧,马斯克入股推特,中概股境外上市规定出台。按影响排序我们挨个谈谈看法。 1、美货币政策进一步收紧: 美联储理事鸽派代表布雷纳德周二表示,美联储最早可能5月开始缩表,并将以更为迅速地步伐缩减资产负债表。她还表示,加息的步伐可能会比25个基点的增幅更大。 此言论一出,美联储全面转鹰,国债利率倒挂,股票市场立刻由涨转跌,其中科技股领跌,英伟达大跌5%。 缩表是指美联储缩减自身资产负债表规模,和加息一样,是一种收紧货币政策的手段。在这之前市场就知道要加息缩表一起上,只不过不知道具体执行方法,今晚的美联储会议纪要或披露缩表细节,也许能够一定程度上稳定市场情绪,很关键。 市场受到如此惊吓也可以理解,因为布雷纳德这次发言表述了抑制通胀的决心:https://www.federalreserve.gov/newsevents/speech/brainard20220405a.htm 受通胀影响最严重的不是富人,相反富人持有资产,是通胀的受益者,所以就可以理解为什么抑制通胀股价会跌,股票也是一种资产嘛。 那么持有资产最少的人就是通胀的受害者。而且通胀最严重的食品等必需品消费,穷人占比是富人的两倍,通胀越严重,穷人越惨。为了穷人考虑美联储也要尽快抑制通胀,这就是布雷纳德转鹰的原因。 美国不同收入阶层受通胀影响图 如果是为底层人民考虑那确实好理解,不过对于市场来说有点惨。这段时间无论是航运还是外贸又或者是就业,均显示消费下降趋势。没有消费刺激,通胀自然而然会下降,只不过这个速度布雷纳德还是嫌慢。 航运牛股转熊 那我们如何看待这一轮股市回调呢? 就在今天CNBC疯狂money节目的主持人吉米克莱默表示让大家快跑,资产要回调了。他表示如果之前持有了一些投机标的,最好趁高位抛售,如果是价值股,那拿着也没什么问题。 我的看法差不多,如果你有近期sell p","text":"假期发生了三件事:美货币政策进一步收紧,马斯克入股推特,中概股境外上市规定出台。按影响排序我们挨个谈谈看法。 1、美货币政策进一步收紧: 美联储理事鸽派代表布雷纳德周二表示,美联储最早可能5月开始缩表,并将以更为迅速地步伐缩减资产负债表。她还表示,加息的步伐可能会比25个基点的增幅更大。 此言论一出,美联储全面转鹰,国债利率倒挂,股票市场立刻由涨转跌,其中科技股领跌,英伟达大跌5%。 缩表是指美联储缩减自身资产负债表规模,和加息一样,是一种收紧货币政策的手段。在这之前市场就知道要加息缩表一起上,只不过不知道具体执行方法,今晚的美联储会议纪要或披露缩表细节,也许能够一定程度上稳定市场情绪,很关键。 市场受到如此惊吓也可以理解,因为布雷纳德这次发言表述了抑制通胀的决心:https://www.federalreserve.gov/newsevents/speech/brainard20220405a.htm 受通胀影响最严重的不是富人,相反富人持有资产,是通胀的受益者,所以就可以理解为什么抑制通胀股价会跌,股票也是一种资产嘛。 那么持有资产最少的人就是通胀的受害者。而且通胀最严重的食品等必需品消费,穷人占比是富人的两倍,通胀越严重,穷人越惨。为了穷人考虑美联储也要尽快抑制通胀,这就是布雷纳德转鹰的原因。 美国不同收入阶层受通胀影响图 如果是为底层人民考虑那确实好理解,不过对于市场来说有点惨。这段时间无论是航运还是外贸又或者是就业,均显示消费下降趋势。没有消费刺激,通胀自然而然会下降,只不过这个速度布雷纳德还是嫌慢。 航运牛股转熊 那我们如何看待这一轮股市回调呢? 就在今天CNBC疯狂money节目的主持人吉米克莱默表示让大家快跑,资产要回调了。他表示如果之前持有了一些投机标的,最好趁高位抛售,如果是价值股,那拿着也没什么问题。 我的看法差不多,如果你有近期sell 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从目前美股指的走势看,加息预期已经无法击溃美股,因此美联储理论上已经不担心后续紧缩政策下对股市的影响,从而更针对通胀数据进行打压。那么对于商品来说无疑就是潜在利空。但历史上,靠政策打压通胀,通常都不会是一蹴而就,而是有个积累的过程(要打压市场对通胀的预期,和逐步提高囤积商品的成本),因此这个过程中,商品仍会有不少调整后做多的机会,大家把握好,收益也是可以的。 一、农产品 在3月底周五刚刚公布的USDA农作物种植面积意向报告,决定了农产品的阶段性走势。因此只要各农产品价格不创3月份的价格高点的话,那么阶段性看空至5-6月份。 农产品价格高,供应增多是正常的。但由于化肥土地成本等同步上升,会带来种植成本的进一步上涨,而目前农产品调整,其实就是市场预期当前农产品种植成本的过程,所以调整幅度并不好猜测。而到了5-6月份,种植面积确定后,这部分成本将初步敲定,农产品的整体价格就有了底线,后续再上涨就是对美国种植天气的预期。所以近期农产品的下跌,并不一定是历史大顶的形成,很可能后续还会因天气问题再来一次脉冲式的机会,所以仍需关注。 二、原油 在美国再一次释放战略石油储备和俄乌局势缓和的形势下,油价将逐步转弱。战略石油储备的释放对油价是有短期打压作用的,尤其是这趟公布出来的释放数字是差不多三分一的美国储备,如果联合其它盟国的释放,对油价短期影响不容忽视。至于中期的下跌幅度,预期将在75美元附近,毕竟战略石油储备抛出后,未来是要回补的,抛得越多,对未来油价的支撑力度越强,所以如果并非实质性的原油设施增加,那么油价其实并不需要特别悲观。但是大幅震荡是在所难免的。 短期策略上,油价有效跌穿(以收盘价","listText":"最近对于做多通胀(商品)的投资者来说,不是个好时间,几大类商品均陆续出现大幅调整,具体后市如何,我将会在帖子里和大家分享,具体的交易机会也会在本周四(7号)晚的直播里和大家详细解说,大家多多留意。 从目前美股指的走势看,加息预期已经无法击溃美股,因此美联储理论上已经不担心后续紧缩政策下对股市的影响,从而更针对通胀数据进行打压。那么对于商品来说无疑就是潜在利空。但历史上,靠政策打压通胀,通常都不会是一蹴而就,而是有个积累的过程(要打压市场对通胀的预期,和逐步提高囤积商品的成本),因此这个过程中,商品仍会有不少调整后做多的机会,大家把握好,收益也是可以的。 一、农产品 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