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yifff
2020-12-10
$特斯拉(TSLA)$
$特斯拉(TSLA)$
这次不管跌到多少,下周依然650-700然后会从最高点再跌10-20个点, 之后会慢慢涨回最高点,你们可以记一下我说的,过一段时间来骂我就好了,因为怎么可能会跌?????我们的目标是星辰与大海,这周涨到一万,下周3万,年底10万一股 。听懂掌声
yifff
2020-12-03
$特斯拉(TSLA)$
做空的冲呀,碾死这波上600后续就畅通无阻了[财迷]
yifff
2020-12-03
$特斯拉(TSLA)$
冲吧,接下来两周都比这个高了
yifff
2020-11-29
下调肯定有,但文章中有一点原因不是很正确,金融类银行股收到利息下调导致营收减少是事实但同时利息支出也减少很多啊,所以他的净值并没有减少而且反而比原来多,如果要按照历史数据分析美股12月走势一般都被称为一年中最好的2-3个月之一,所以我会在下调继续加码等待新高(如同文章所说触及高点前的回调)
抱歉,原内容已删除
yifff
2020-11-25
$特斯拉(TSLA)$
没钱加了,再跌我就卖ccl加仓你
yifff
2020-11-20
$特斯拉(TSLA)$
sp500不一定需要在开放购买第一天全仓all in的,现在好像还没有定下来留给基金经理购买股票的时间(没仔细查阅这一点),现在所有人都想推高股价压榨他们基金经理,到时候日期一到很多人都会获利离场毕竟那时候股价可能在天上,这种踩踏可能会很疯狂,到时候基金经理们再出来偷偷买入,想要赚到死除非所有人死都不卖一直到购票窗口期截止那才是“squeeze”(虽然不现实[开心] )
yifff
2020-11-20
$特斯拉(TSLA)$
5成仓位特斯拉期权,5成蔚来,5成unity,5成uvxy,穿越牛熊,两倍margin所以是5成本金
yifff
2020-11-19
$蔚来(NIO)$
最近这三大股指大盘有点骚,阴跌两天了,nio感觉今天机构没割成散户,车门都被焊丝了
yifff
2020-11-18
$蔚来(NIO)$
这种财报还说啥,你就看指引,这下季度营收和交付可能比这个季度多50%,还想啥,逢低买了留着过年不香嘛
yifff
2020-11-18
各位大佬猜猜eps多少吧,上个季度是-1.14,回正应该得下个季度,这个季度-0.1?
yifff
2020-11-18
$NIO Inc.(NIO)$
EST7点,国内8点
yifff
2020-11-18
$NIO Inc.(NIO)$
这股的波段抓住就别墅靠海,可惜太难了,价高不敢加仓,也不敢买call
yifff
2020-11-17
$NIO Inc.(NIO)$
持有正股,同时买了个38的put卖了个65的本周call,等着赌场开张
yifff
2020-11-16
$Unity Software Inc.(U)$
80买到好了,女巴菲特也在114入了跌下去感觉难
yifff
2020-11-16
$蔚来(NIO)$
38限价单凉了
yifff
2020-11-16
$蔚来(NIO)$
跌了买呀,每次涨的时候不敢买,跌了还不敢买,那还玩啥,看自己判断啊,好公司跌了就买,不看好清仓走
yifff
2020-11-14
$蔚来(NIO)$
就等周一周二了,收钱
yifff
2020-11-14
$蔚来(NIO)$
药别停,继续抛啊,这才哪跟哪,甩出去才能继续涨啊,这涨回去的话财报出来还怎么涨呢???????????????
yifff
2020-09-22
$苹果(AAPL)$
开始了开始了
yifff
2020-09-15
$甲骨文(ORCL)$
甲骨文这周能跌到就57,58半仓买,苹果跌到110再半仓买,这周不玩nio,特斯拉跌到380就买
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持有正股,同时买了个38的put卖了个65的本周call,等着赌场开张","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307538855","isVote":1,"tweetType":1,"viewCount":1526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307127949,"gmtCreate":1605519082381,"gmtModify":1703837952974,"author":{"id":"3561167118803690","authorId":"3561167118803690","name":"yifff","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561167118803690","authorIdStr":"3561167118803690"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 80买到好了,女巴菲特也在114入了跌下去感觉难","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 80买到好了,女巴菲特也在114入了跌下去感觉难","text":"$Unity Software Inc.(U)$ 80买到好了,女巴菲特也在114入了跌下去感觉难","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/307127949","isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564526239945340","authorId":"3564526239945340","name":"ROCC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3564526239945340","authorIdStr":"3564526239945340"},"content":"女巴菲特是谁?","text":"女巴菲特是谁?","html":"女巴菲特是谁?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391694469,"gmtCreate":1606619797151,"gmtModify":1703843720672,"author":{"id":"3561167118803690","authorId":"3561167118803690","name":"yifff","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561167118803690","authorIdStr":"3561167118803690"},"themes":[],"htmlText":"下调肯定有,但文章中有一点原因不是很正确,金融类银行股收到利息下调导致营收减少是事实但同时利息支出也减少很多啊,所以他的净值并没有减少而且反而比原来多,如果要按照历史数据分析美股12月走势一般都被称为一年中最好的2-3个月之一,所以我会在下调继续加码等待新高(如同文章所说触及高点前的回调)","listText":"下调肯定有,但文章中有一点原因不是很正确,金融类银行股收到利息下调导致营收减少是事实但同时利息支出也减少很多啊,所以他的净值并没有减少而且反而比原来多,如果要按照历史数据分析美股12月走势一般都被称为一年中最好的2-3个月之一,所以我会在下调继续加码等待新高(如同文章所说触及高点前的回调)","text":"下调肯定有,但文章中有一点原因不是很正确,金融类银行股收到利息下调导致营收减少是事实但同时利息支出也减少很多啊,所以他的净值并没有减少而且反而比原来多,如果要按照历史数据分析美股12月走势一般都被称为一年中最好的2-3个月之一,所以我会在下调继续加码等待新高(如同文章所说触及高点前的回调)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391694469","repostId":"2087875107","repostType":4,"repost":{"id":"2087875107","kind":"highlight","pubTimestamp":1606605381,"share":"https://www.laohu8.com/m/news/2087875107?lang=&edition=full","pubTime":"2020-11-29 07:16","market":"us","language":"zh","title":"新一轮“风暴”或将来临,美股已“摇摇欲坠”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2087875107","media":"智通财经网","summary":"标准普尔500指数真的值得估值在历史最高水平或接近历史最高水平吗?","content":"<p>感恩节到了,但这一年似乎让投资界没什么值得感激的。尽管广受关注的标准普尔500指数已经收复了所有熊市损失,并创下新高,但大多数企业距离公共卫生事件爆发前的水平仍有很长的路要走。</p><p>投资者应该问的一个大问题是,“标准普尔500指数真的值得估值在历史最高水平或接近历史最高水平吗?”即使有可能出现多种疫苗,这个问题的答案很可能是否定的。</p><p>或许更好的问题是:“谁为股市崩盘做好了准备?”</p><p>我知道你可能在想什么:“又来了更多关于世界末日的胡言乱语。”或者也许你只是微微翻了个白眼。但毫无疑问,未来几个月失望情绪的催化剂已经到位。</p><p><b>疫苗反应定价至完美</b></p><p>疫苗可能是今年3月以来华尔街最大的希望来源,但同时也是最大的威胁。本月初,我们从中期分析得知,Moderna(MRNA.US)疫苗候选株MRNA -1273的疫苗有效性为94.5%。在Moderna公布其结果的前一周,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>公司(PFE.US)和BioNTech(BNTX.US)透露了他们的疫苗BNT162b2。更新的中期分析显示,疫苗的有效性为95%。</p><p>但尽管有这些积极的数据,仍然有很多相关的信息是我们不知道。例如,我们不知道这些疫苗对一般病人的作用时间,也不知道这些疫苗对高危人群的效果如何。</p><p>此外,还有潜在的分配挑战。辉瑞/BioNTech的疫苗需要保持在100华氏度以下,这比美国的任何疫苗都要低。药店和医生的办公室根本没有在这种温度下运行的冰柜。从好的方面来看,Moderna的疫苗没有严重的温度限制。</p><p>此外,疫苗的可用性并不意味着治愈。根据皮尤研究中心(Pew Research) 9月份的一项调查显示,如果现在就可以接种的话,只有51%的被调查美国人愿意接种疫苗。这比5月份调查显示的72%的人愿意接种的数据要低。这些选择不接种疫苗,或宁愿等待几个月以确保疫苗对更多人的安全性的顽固分子,可能会使传播持续下去,并延长经济复苏的时间。</p><p>关键是,股票市场将疫苗的开发、分销和吸收定价为顺利进行。不幸的是,阻碍也是意料之中的。</p><p><b>历史表明股市崩盘2.0即将到来</b></p><p>尽管投资公司会告诉你,过去的表现不能保证未来的结果,但历史总是会在华尔街重演。历史数据告诉我们,股市崩盘或调整在短期内可能不可避免。</p><p>自1960年以来,标准普尔500指数已经经历了9次熊市(即至少下跌20%),其中包括2020年3月的最近一次熊市。市场分析公司Yardeni Research的数据显示,在此前8次熊市触底后的3年里,标普500指数总共经历了13次下行调整,幅度在10%至19.9%之间。换句话说,从熊市底部反弹的每一次都有一两次相当大的下跌,而这些崩溃或调整往往发生在3年大关上升之前。</p><p>如果把镜头扩大到熊市底部的反弹之外,你就会看到崩溃和调整是多么常见。</p><p>自1950年初以来,标准普尔500指数已经经历了38次至少10%的调整,或者说每1.84年一次。此外,自2010年初以来,标普500指数有15次修正幅度至少为5.8%。每8.7个月一次。</p><p>历史永远无法准确预测市场崩盘何时发生,会持续多久,或调整幅度有多剧烈。不过,这确实表明,投资者情绪在华尔街发生转变是多么寻常。由于<a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>(CBOE)波动率指数仍远高于正常水平,未来几个月市场情绪不需要太大变化。</p><p><b>股票正处于历史高位</b></p><p>另一个需要考虑的问题是,目前的股票价格处于历史高位。截至11月20日,标准普尔500指数的Shiller市盈率为32.43。Shiller市盈率是根据过去10年经通胀因素调整后的平均收益计算的。在某种背景下,过去150年Shiller市盈率平均为16.8倍。</p><p>一方面,过去25年里,较高的Shiller市盈率在某种程度上已成为常态。人们对信息的获取得到了极大的改善(多亏了互联网!),而且历史上的低贷款利率使得高增长的公司有能力将廉价的资本投入工作。股票蓬勃发展的条件当然已经成熟。</p><p>另一方面,大流行可能会使国内和全球经济增长前景再停滞一年,甚至更久。作为美国经济支柱的金融类股,在利息收入下降和贷款违约率上升的重压下,可能会举步维艰。零售商和其他服务型行业也将面临重大挑战。</p><p>在我看来,无论华尔街选择哪条道路,股市都可能走向短期崩盘或修正。如果投资者坚持持有高增长但价格昂贵的科技股,最终回归正常可能会导致销售增长放缓,并降低过高的期望。但如果投资者选择转投价值股,这些增长较慢的公司将无法承受估值过高的重压。</p><p>现实是,股市再次崩盘是不可避免的。</p>","source":"highlight_zhitongcaijin","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\" 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href=\"http://www.zhitongcaijing.com/content/detail/369648.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20201129/20201129071846_50731.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","OEX":"标普100",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/369648.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2087875107","content_text":"感恩节到了,但这一年似乎让投资界没什么值得感激的。尽管广受关注的标准普尔500指数已经收复了所有熊市损失,并创下新高,但大多数企业距离公共卫生事件爆发前的水平仍有很长的路要走。投资者应该问的一个大问题是,“标准普尔500指数真的值得估值在历史最高水平或接近历史最高水平吗?”即使有可能出现多种疫苗,这个问题的答案很可能是否定的。或许更好的问题是:“谁为股市崩盘做好了准备?”我知道你可能在想什么:“又来了更多关于世界末日的胡言乱语。”或者也许你只是微微翻了个白眼。但毫无疑问,未来几个月失望情绪的催化剂已经到位。疫苗反应定价至完美疫苗可能是今年3月以来华尔街最大的希望来源,但同时也是最大的威胁。本月初,我们从中期分析得知,Moderna(MRNA.US)疫苗候选株MRNA -1273的疫苗有效性为94.5%。在Moderna公布其结果的前一周,辉瑞公司(PFE.US)和BioNTech(BNTX.US)透露了他们的疫苗BNT162b2。更新的中期分析显示,疫苗的有效性为95%。但尽管有这些积极的数据,仍然有很多相关的信息是我们不知道。例如,我们不知道这些疫苗对一般病人的作用时间,也不知道这些疫苗对高危人群的效果如何。此外,还有潜在的分配挑战。辉瑞/BioNTech的疫苗需要保持在100华氏度以下,这比美国的任何疫苗都要低。药店和医生的办公室根本没有在这种温度下运行的冰柜。从好的方面来看,Moderna的疫苗没有严重的温度限制。此外,疫苗的可用性并不意味着治愈。根据皮尤研究中心(Pew Research) 9月份的一项调查显示,如果现在就可以接种的话,只有51%的被调查美国人愿意接种疫苗。这比5月份调查显示的72%的人愿意接种的数据要低。这些选择不接种疫苗,或宁愿等待几个月以确保疫苗对更多人的安全性的顽固分子,可能会使传播持续下去,并延长经济复苏的时间。关键是,股票市场将疫苗的开发、分销和吸收定价为顺利进行。不幸的是,阻碍也是意料之中的。历史表明股市崩盘2.0即将到来尽管投资公司会告诉你,过去的表现不能保证未来的结果,但历史总是会在华尔街重演。历史数据告诉我们,股市崩盘或调整在短期内可能不可避免。自1960年以来,标准普尔500指数已经经历了9次熊市(即至少下跌20%),其中包括2020年3月的最近一次熊市。市场分析公司Yardeni Research的数据显示,在此前8次熊市触底后的3年里,标普500指数总共经历了13次下行调整,幅度在10%至19.9%之间。换句话说,从熊市底部反弹的每一次都有一两次相当大的下跌,而这些崩溃或调整往往发生在3年大关上升之前。如果把镜头扩大到熊市底部的反弹之外,你就会看到崩溃和调整是多么常见。自1950年初以来,标准普尔500指数已经经历了38次至少10%的调整,或者说每1.84年一次。此外,自2010年初以来,标普500指数有15次修正幅度至少为5.8%。每8.7个月一次。历史永远无法准确预测市场崩盘何时发生,会持续多久,或调整幅度有多剧烈。不过,这确实表明,投资者情绪在华尔街发生转变是多么寻常。由于芝加哥期权交易所(CBOE)波动率指数仍远高于正常水平,未来几个月市场情绪不需要太大变化。股票正处于历史高位另一个需要考虑的问题是,目前的股票价格处于历史高位。截至11月20日,标准普尔500指数的Shiller市盈率为32.43。Shiller市盈率是根据过去10年经通胀因素调整后的平均收益计算的。在某种背景下,过去150年Shiller市盈率平均为16.8倍。一方面,过去25年里,较高的Shiller市盈率在某种程度上已成为常态。人们对信息的获取得到了极大的改善(多亏了互联网!),而且历史上的低贷款利率使得高增长的公司有能力将廉价的资本投入工作。股票蓬勃发展的条件当然已经成熟。另一方面,大流行可能会使国内和全球经济增长前景再停滞一年,甚至更久。作为美国经济支柱的金融类股,在利息收入下降和贷款违约率上升的重压下,可能会举步维艰。零售商和其他服务型行业也将面临重大挑战。在我看来,无论华尔街选择哪条道路,股市都可能走向短期崩盘或修正。如果投资者坚持持有高增长但价格昂贵的科技股,最终回归正常可能会导致销售增长放缓,并降低过高的期望。但如果投资者选择转投价值股,这些增长较慢的公司将无法承受估值过高的重压。现实是,股市再次崩盘是不可避免的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307727139,"gmtCreate":1605649180421,"gmtModify":1703838790434,"author":{"id":"3561167118803690","authorId":"3561167118803690","name":"yifff","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561167118803690","authorIdStr":"3561167118803690"},"themes":[],"htmlText":"<a 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