涉猎者B哥的个人主页 - 老虎社区

涉猎者B哥

涉猎者B哥

涉猎者善于等待

IP属地：上海

10关注

1粉丝

2主题

0勋章

03-13

$阿里巴巴-W(09988)$

02-11

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2024-09-23

$快手-W(01024)$ 这个股价走势，跟tmd要倒闭了样，真废！

2024-08-26

$拼多多(PDD)$ 境外疲软了，境内忧患

2024-06-13

$(09988)$ 垃圾始终是垃圾早点倒闭吧

2024-05-22

$拼多多(PDD)$ 160做多就对了

2024-05-17

要看12月的的，才影响之前的

抱歉，原内容已删除

2024-04-24

$腾讯控股ADR(TCEHY)$ 能不能新高

2023-05-29

$阿里巴巴-SW(09988)$ 倒闭吧求你了

2023-03-29

$阿里巴巴-SW(09988)$ 能让回个本么………

2023-02-17

这篇文章不错，转发给大家看看

@港乜嘢吖:美国大空头重仓买入阿里巴巴机构估值阿里巴巴有可能上涨200%

2023-02-15

$快手-W(01024)$ 继续前低吧

2022-10-25

q

抱歉，原内容已删除

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160做多就对了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308624346566952","isVote":1,"tweetType":1,"viewCount":2568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306754353152176,"gmtCreate":1715925860864,"gmtModify":1715925862789,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"要看12月的的，才影响之前的","listText":"要看12月的的，才影响之前的","text":"要看12月的的，才影响之前的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306754353152176","repostId":"1145837583","repostType":2,"isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298752724824360,"gmtCreate":1713967054425,"gmtModify":1713967163304,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a 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[微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659215159,"gmtCreate":1680077319172,"gmtModify":1680077320985,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a>能让回个本么………","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a>能让回个本么………","text":"$阿里巴巴-SW(09988)$ 能让回个本么………","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/659215159","isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625544238,"gmtCreate":1676607039025,"gmtModify":1676607040760,"author":{"id":"3561031668549635","authorId":"3561031668549635","name":"涉猎者B哥","avatar":"https://static.tigerbbs.com/529542390a2c729aab7bf64820a0ad44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561031668549635","authorIdStr":"3561031668549635"},"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/625544238","repostId":"625590414","repostType":1,"repost":{"id":625590414,"gmtCreate":1676542091038,"gmtModify":1676542339034,"author":{"id":"4130377405762172","authorId":"4130377405762172","name":"港乜嘢吖","avatar":"https://static.tigerbbs.com/2e11ebd9218be3a4ecb251c3d8f63596","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130377405762172","authorIdStr":"4130377405762172"},"themes":[],"title":"美国大空头重仓买入阿里巴巴 机构估值阿里巴巴有可能上涨200%","htmlText":"摘要：1.&nbsp;Michael Burry为什么重仓购买阿里巴巴2.&nbsp;根据seeking&nbsp;alpha分析师的估值模型，阿里巴巴有可能在未来20年内产生超过10%的内部收益率3.&nbsp;机构与分析师观点本文参考：https://seekingalpha.com/article/4578529-alibaba-following-michael-burry近期各大机构都向美国证监会报告了其在上一季度的持仓报告，电影《大空头》的原型，传奇对冲基金经理Michael Burry的Scion Asset Management也递交了在2022年第四季度的持仓报告。据统计，Scion第四季度持仓总市值为4653.7万美元，比上一季度增长13%。该公司在四季度的投资组合中新增了7只个股，其中前十大持仓标的占总市值的100%。值得注意的是，<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 在其前五大买入标的中排行第三，共持仓5万股，持仓位列第四，持仓市值约440.5万美元，占投资组合比例为9.46%。whalewisdom那么以空头著名的Michael Burry为什么会选择重仓买入阿里巴巴呢？Burry在去年10月，恒指创下15,000的新低点时曾发推表示：恒生指数最近触及 1997年的水平。距今已有25年，然而，GDP在这段时间内翻了 18倍，1997年时的估值为20倍收益、10倍 EV/销售额、3倍有形账面。 现在则为 7/1/1。他还分享了下面的图表，清楚地表明该指数在过去25年中没有太大变化。Bloomberg，by Michael Burry恒指的市盈率通常约为14倍，在下降 1个标准差后，估值为 10倍市盈率。Burry指出，在7倍市盈率下，当该指数在15，000点左右交易时，它的交易价格比","listText":"摘要：1.&nbsp;Michael Burry为什么重仓购买阿里巴巴2.&nbsp;根据seeking&nbsp;alpha分析师的估值模型，阿里巴巴有可能在未来20年内产生超过10%的内部收益率3.&nbsp;机构与分析师观点本文参考：https://seekingalpha.com/article/4578529-alibaba-following-michael-burry近期各大机构都向美国证监会报告了其在上一季度的持仓报告，电影《大空头》的原型，传奇对冲基金经理Michael Burry的Scion Asset Management也递交了在2022年第四季度的持仓报告。据统计，Scion第四季度持仓总市值为4653.7万美元，比上一季度增长13%。该公司在四季度的投资组合中新增了7只个股，其中前十大持仓标的占总市值的100%。值得注意的是，<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 在其前五大买入标的中排行第三，共持仓5万股，持仓位列第四，持仓市值约440.5万美元，占投资组合比例为9.46%。whalewisdom那么以空头著名的Michael Burry为什么会选择重仓买入阿里巴巴呢？Burry在去年10月，恒指创下15,000的新低点时曾发推表示：恒生指数最近触及 1997年的水平。距今已有25年，然而，GDP在这段时间内翻了 18倍，1997年时的估值为20倍收益、10倍 EV/销售额、3倍有形账面。 现在则为 7/1/1。他还分享了下面的图表，清楚地表明该指数在过去25年中没有太大变化。Bloomberg，by Michael Burry恒指的市盈率通常约为14倍，在下降 1个标准差后，估值为 10倍市盈率。Burry指出，在7倍市盈率下，当该指数在15，000点左右交易时，它的交易价格比","text":"摘要：1. Michael Burry为什么重仓购买阿里巴巴2. 根据seeking alpha分析师的估值模型，阿里巴巴有可能在未来20年内产生超过10%的内部收益率3. 机构与分析师观点本文参考：https://seekingalpha.com/article/4578529-alibaba-following-michael-burry近期各大机构都向美国证监会报告了其在上一季度的持仓报告，电影《大空头》的原型，传奇对冲基金经理Michael Burry的Scion Asset Management也递交了在2022年第四季度的持仓报告。据统计，Scion第四季度持仓总市值为4653.7万美元，比上一季度增长13%。该公司在四季度的投资组合中新增了7只个股，其中前十大持仓标的占总市值的100%。值得注意的是，$阿里巴巴(BABA)$ 在其前五大买入标的中排行第三，共持仓5万股，持仓位列第四，持仓市值约440.5万美元，占投资组合比例为9.46%。whalewisdom那么以空头著名的Michael Burry为什么会选择重仓买入阿里巴巴呢？Burry在去年10月，恒指创下15,000的新低点时曾发推表示：恒生指数最近触及 1997年的水平。距今已有25年，然而，GDP在这段时间内翻了 18倍，1997年时的估值为20倍收益、10倍 EV/销售额、3倍有形账面。 现在则为 7/1/1。他还分享了下面的图表，清楚地表明该指数在过去25年中没有太大变化。Bloomberg，by Michael Burry恒指的市盈率通常约为14倍，在下降 1个标准差后，估值为 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