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王先生价值投资

2021-07-06

这篇文章不错，转发给大家看

@房东经济学:超级牛市意味着什么？

王先生价值投资

2021-06-30

$居里(CRIS)$可能马上爆发！

王先生价值投资

2020-12-28

$Foresight Autonomous Holdings Ltd.(FRSX)$ 为什么停了？。。。my god！

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Autonomous Holdings Ltd.(FRSX)$</a> 为什么停了？。。。my god！","text":"$Foresight Autonomous Holdings Ltd.(FRSX)$ 为什么停了？。。。my god！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/333058970","isVote":1,"tweetType":1,"viewCount":2655,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157506994,"gmtCreate":1625586312418,"gmtModify":1625586312418,"author":{"id":"3559692223316330","authorId":"3559692223316330","name":"王先生价值投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559692223316330","idStr":"3559692223316330"},"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/157506994","repostId":"157965962","repostType":1,"repost":{"id":157965962,"gmtCreate":1625560432452,"gmtModify":1710928729642,"author":{"id":"3499642540046495","authorId":"3499642540046495","name":"房东经济学","avatar":"https://static.tigerbbs.com/edfaddbb1342d4bbb2d3ec62de517927","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499642540046495","idStr":"3499642540046495"},"themes":[],"title":"超级牛市意味着什么？","htmlText":"我们先看一看过去十多年标普500和纳斯达克100的走势图。<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 标普500 （2007-2021） 纳斯达克100 （2007-2021） 如果让我用两个字来形容，只能说漂亮；用四个字形容，那就是太漂亮了。 标普500从2009年低点的666点，涨到现在的4352点（十二年6.5倍）， 纳斯达克100指数更可怕，从1018点涨到现在的14727点（十二年14倍）， 注意，这个表现不是个股，而是整体的大盘指数，是每个风险偏好不高的普通人都大概率可以抓住和拿住的机会。经历过这样的长牛之后，标普500和纳指100的加权平均市盈率也不过32倍和37倍，考虑到当前零利率的背景和业绩成长性，这个估值并不算高，至少不是2000年科网泡沫和2015年创业板泡沫那种上百倍的疯狂估值。股价大涨而估值不高，说明业绩也在快速提升。 结构的深度变化 标普500和纳斯达克100是美国市场上比较有代表性的指数，但无论是哪一个，我们看到的漂亮走势并不代表是相同资产在过去十多年的表现，因为他们时刻都在发生变化，指数基金的优势就是优胜劣汰，可以根据行业的变迁、公司的兴衰对成分股进行精准调仓，保证持仓时刻都跟进市场的变化。 标普500头部公司 2018 vs&nbsp;2008 我们看一下标普500指数在2008年和2018年的头部权重公司的对比，在2008年时，前五大公司分别为：艾克森美孚、微软、通用电气、沃尔玛、宝洁，五家公司中四家传统行业，只有微软一家是科技行业。 到了2018年，前五大分别为：苹果、亚马逊、微软、谷歌、伯克希尔哈撒韦，这时候整个情况就和2008年反过来了，前五家公司中有四家是科技","listText":"我们先看一看过去十多年标普500和纳斯达克100的走势图。<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 标普500 （2007-2021） 纳斯达克100 （2007-2021） 如果让我用两个字来形容，只能说漂亮；用四个字形容，那就是太漂亮了。 标普500从2009年低点的666点，涨到现在的4352点（十二年6.5倍）， 纳斯达克100指数更可怕，从1018点涨到现在的14727点（十二年14倍）， 注意，这个表现不是个股，而是整体的大盘指数，是每个风险偏好不高的普通人都大概率可以抓住和拿住的机会。经历过这样的长牛之后，标普500和纳指100的加权平均市盈率也不过32倍和37倍，考虑到当前零利率的背景和业绩成长性，这个估值并不算高，至少不是2000年科网泡沫和2015年创业板泡沫那种上百倍的疯狂估值。股价大涨而估值不高，说明业绩也在快速提升。 结构的深度变化 标普500和纳斯达克100是美国市场上比较有代表性的指数，但无论是哪一个，我们看到的漂亮走势并不代表是相同资产在过去十多年的表现，因为他们时刻都在发生变化，指数基金的优势就是优胜劣汰，可以根据行业的变迁、公司的兴衰对成分股进行精准调仓，保证持仓时刻都跟进市场的变化。 标普500头部公司 2018 vs&nbsp;2008 我们看一下标普500指数在2008年和2018年的头部权重公司的对比，在2008年时，前五大公司分别为：艾克森美孚、微软、通用电气、沃尔玛、宝洁，五家公司中四家传统行业，只有微软一家是科技行业。 到了2018年，前五大分别为：苹果、亚马逊、微软、谷歌、伯克希尔哈撒韦，这时候整个情况就和2008年反过来了，前五家公司中有四家是科技","text":"我们先看一看过去十多年标普500和纳斯达克100的走势图。$标普500(.SPX)$ $纳斯达克(.IXIC)$ 标普500 （2007-2021） 纳斯达克100 （2007-2021） 如果让我用两个字来形容，只能说漂亮；用四个字形容，那就是太漂亮了。 标普500从2009年低点的666点，涨到现在的4352点（十二年6.5倍）， 纳斯达克100指数更可怕，从1018点涨到现在的14727点（十二年14倍）， 注意，这个表现不是个股，而是整体的大盘指数，是每个风险偏好不高的普通人都大概率可以抓住和拿住的机会。经历过这样的长牛之后，标普500和纳指100的加权平均市盈率也不过32倍和37倍，考虑到当前零利率的背景和业绩成长性，这个估值并不算高，至少不是2000年科网泡沫和2015年创业板泡沫那种上百倍的疯狂估值。股价大涨而估值不高，说明业绩也在快速提升。 结构的深度变化 标普500和纳斯达克100是美国市场上比较有代表性的指数，但无论是哪一个，我们看到的漂亮走势并不代表是相同资产在过去十多年的表现，因为他们时刻都在发生变化，指数基金的优势就是优胜劣汰，可以根据行业的变迁、公司的兴衰对成分股进行精准调仓，保证持仓时刻都跟进市场的变化。 标普500头部公司 2018 vs 2008 我们看一下标普500指数在2008年和2018年的头部权重公司的对比，在2008年时，前五大公司分别为：艾克森美孚、微软、通用电气、沃尔玛、宝洁，五家公司中四家传统行业，只有微软一家是科技行业。 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