+关注
KARRER
暂无个人介绍
IP属地:江苏
57
关注
4
粉丝
2
主题
0
勋章
主贴
热门
KARRER
06-20
$Biolase(BIOL)$
之前看到bio6月28号预计每股分红0.7美元,为什么现在看不到了啊
KARRER
2023-04-06
$以星航运(ZIM)$
什么时候派息到账啊
KARRER
2023-03-21
$第一共和银行(FRC)$
上次这么惨,还是GME散户大逼空的时候
KARRER
2023-03-20
$第一共和银行(FRC)$
$阿莱恩斯西部银行(WAL)$
$PacWest Bancorp(PACW)$
难兄难弟3兄弟,其他两个都涨了10%多了,就你这个垃圾还盘前跌20%[流泪] [流泪] [流泪]
KARRER
2023-03-20
老鼠仓
一封内部信带出“20CM”涨停 光线传媒王长田:AI技术与内容创作结合即将进入实质阶段
KARRER
2023-03-20
金市涨,熊市来。哥们,懂不懂
行情被引爆!港A黄金股强势飙涨,金价距历史高位仅一步之遥,长期牛市将至?
KARRER
2023-03-19
这篇文章不错,转发给大家看看
@石头Stone:聊聊挤兑危机与未来市场的看法……
KARRER
2023-03-19
还拒绝,活该倒闭
瑞信据悉将拒绝瑞银10亿美元的收购要约
KARRER
2023-03-17
$第一共和银行(FRC)$
现在战争转变为空头和大批华尔街银行干了[微笑] ,我就不信小散能砸这么狠,这么控盘[呆住] 。我反正买在山顶,跟空头干了[冷漠]
KARRER
2023-03-16
目前来看,第一共和银行本来经营情况是良好的,并没有暴雷,但华尔街的饿狼们现在吃掉硅谷银行后仍不满足,将做空的目光看向了第一共和,搞不好的话第一共和也要步硅谷银行后尘。这两家公司也是无妄之灾[冷漠]
KARRER
2022-12-03
这篇文章不错,转发给大家看看
@钛媒体APP:【钛晨报】为节约天然气,德国能源巨头Uniper关闭总部50%办公空间;中国移动可能入股腾讯?腾讯回应:不实消息;特斯拉国产Model 3和Y售价调整,调整后Model 3起售价为265,900元
KARRER
2021-12-02
这篇文章不错,转发给大家看
芒格错付阿里巴巴?
KARRER
2021-06-04
腾讯这点确实没错,垃圾短视频
抱歉,原内容已删除
KARRER
2021-02-07
$游戏驿站(GME)$
听说有散户跳楼了,唉
KARRER
2021-02-01
$游戏驿站(GME)$
现在做空的已经被做空完成的机构盯上了,反转反转再反转,要玩你,华尔街100多年历史,慢慢玩
KARRER
2021-02-01
$游戏驿站(GME)$
杀爆华尔街,剿灭做空党
KARRER
2021-02-01
$游戏驿站(GME)$
一个个都大佬的不得了,都在分析.周五1点后怎么不看见你们蹦哒?都是小散,都在装
KARRER
2021-01-29
$游戏驿站(GME)$
换手率贼低!机构怎么了?肉吃的太少了?
KARRER
2021-01-29
$游戏驿站(GME)$
我 觉得 散户 完蛋了
KARRER
2021-01-29
$游戏驿站(GME)$
在座的各位,摸着良心,哪个不是偷偷的进村,打枪的不要?都是捞一笔就走的货,全都在待价而沽
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3563258924005349,"uuid":"3563258924005349","gmtCreate":1600164900931,"gmtModify":1679233541718,"name":"KARRER","pinyin":"karrer","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":57,"tweetSize":41,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.13","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.80%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":318992796201248,"gmtCreate":1718892599763,"gmtModify":1718892601237,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIOL\">$Biolase(BIOL)$ </a> 之前看到bio6月28号预计每股分红0.7美元,为什么现在看不到了啊","listText":"<a href=\"https://laohu8.com/S/BIOL\">$Biolase(BIOL)$ </a> 之前看到bio6月28号预计每股分红0.7美元,为什么现在看不到了啊","text":"$Biolase(BIOL)$ 之前看到bio6月28号预计每股分红0.7美元,为什么现在看不到了啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318992796201248","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653865870,"gmtCreate":1680759331190,"gmtModify":1680759332669,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZIM\">$以星航运(ZIM)$ </a>什么时候派息到账啊","listText":"<a href=\"https://laohu8.com/S/ZIM\">$以星航运(ZIM)$ </a>什么时候派息到账啊","text":"$以星航运(ZIM)$ 什么时候派息到账啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653865870","isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650598683,"gmtCreate":1679362952542,"gmtModify":1679362955064,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a>上次这么惨,还是GME散户大逼空的时候","listText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a>上次这么惨,还是GME散户大逼空的时候","text":"$第一共和银行(FRC)$ 上次这么惨,还是GME散户大逼空的时候","images":[{"img":"https://static.tigerbbs.com/1662926206522175dff0f5b7b972c79d","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/650598683","isVote":1,"tweetType":1,"viewCount":6697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":650256953,"gmtCreate":1679316376372,"gmtModify":1679317365731,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a><a href=\"https://laohu8.com/S/WAL\">$阿莱恩斯西部银行(WAL)$ </a><a href=\"https://laohu8.com/S/PACW\">$PacWest Bancorp(PACW)$ </a>难兄难弟3兄弟,其他两个都涨了10%多了,就你这个垃圾还盘前跌20%[流泪] [流泪] [流泪] ","listText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a><a href=\"https://laohu8.com/S/WAL\">$阿莱恩斯西部银行(WAL)$ </a><a href=\"https://laohu8.com/S/PACW\">$PacWest Bancorp(PACW)$ </a>难兄难弟3兄弟,其他两个都涨了10%多了,就你这个垃圾还盘前跌20%[流泪] [流泪] [流泪] ","text":"$第一共和银行(FRC)$ $阿莱恩斯西部银行(WAL)$ $PacWest Bancorp(PACW)$ 难兄难弟3兄弟,其他两个都涨了10%多了,就你这个垃圾还盘前跌20%[流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650256953","isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650291200,"gmtCreate":1679284383000,"gmtModify":1679284384653,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"老鼠仓","listText":"老鼠仓","text":"老鼠仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650291200","repostId":"2320810572","repostType":2,"repost":{"id":"2320810572","pubTimestamp":1679282460,"share":"https://www.laohu8.com/m/news/2320810572?lang=&edition=full","pubTime":"2023-03-20 11:21","market":"sh","language":"zh","title":"一封内部信带出“20CM”涨停 光线传媒王长田:AI技术与内容创作结合即将进入实质阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2320810572","media":"中证报","summary":" 3月20日,影视板块早盘集体走高,光线传媒与百纳千成双双逼近“20CM”涨停,中国电影涨停,华策影视、上海电影涨超8%。 消息面上,中国证券报·中证金牛座记者获悉,光线传媒董事长王长田3月19日发布公司内部信。在信中,王长田表示今年以来ChatGPT的进展,使其更加确信接下来AI技术与内容创作的结合即将进入实质阶段,并将为影视行业带来重大变化。","content":"<html><body><div>\n<blockquote><p> 炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!</p></blockquote> <p cms-style=\"font-L\"> 3月20日,影视板块早盘集体走高,<span><a href=\"https://laohu8.com/S/300251\">光线传媒</a></span><span></span>与<span><a href=\"https://laohu8.com/S/300291\">百纳千成</a></span><span></span>双双逼近“20CM”涨停,<span><a href=\"https://laohu8.com/S/600977\">中国电影</a></span><span></span>涨停,<span><a href=\"https://laohu8.com/S/300133\">华策影视</a></span><span></span>、<span><a href=\"https://laohu8.com/S/601595\">上海电影</a></span><span></span>涨超8%。</p>\n<p cms-style=\"font-L\"> 消息面上,中国证券报·中证金牛座记者获悉,光线传媒董事长王长田3月19日发布公司内部信。在信中,王长田表示今年以来ChatGPT的进展,使其更加确信接下来AI技术与内容创作的结合即将进入实质阶段,并将为影视行业带来重大变化。公司海外动画制作团队已经在摸索ChatGPT在业务上的应用,今后视需要有可能强化海外团队以与海外领先软件对接。在国内,光线传媒也参与了<a href=\"https://laohu8.com/S/BIDU\">百度</a>“文心一言”的测试,并尝试在影视细分领域参与 AI的开发和应用。</p>\n<p cms-style=\"font-L align-Center\"> 编辑:欧阳春香 常芷若</p>\n<div>\n<span>炒股开户享福利,送投顾服务60天体验权,一对一指导服务!</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:冯体炜 </p>\n</div></body></html>","source":"sina","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>一封内部信带出“20CM”涨停 光线传媒王长田:AI技术与内容创作结合即将进入实质阶段</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; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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\">\n一封内部信带出“20CM”涨停 光线传媒王长田:AI技术与内容创作结合即将进入实质阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 11:21 北京时间 <a href=https://finance.sina.com.cn/stock/s/2023-03-20/doc-imymnsye0199405.shtml><strong>中证报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 3月20日,影视板块早盘集体走高,光线传媒与百纳千成双双逼近“20CM”涨停,中国电影涨停,华策影视、上海电影涨超8%。\n 消息面上,中国证券报·中证金牛座记者获悉,光线传媒董事长王长田3月19日发布公司内部信。在信中,王长田表示今年以来ChatGPT的进展,使其更加确信接下来AI技术与内容创作的结合即将进入实质阶段,...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/s/2023-03-20/doc-imymnsye0199405.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300251":"光线传媒","BK4551":"寇图资本持仓","BK0200":"360概念","BK0087":"IP流量变现","BK0108":"虚拟现实","BK4587":"ChatGPT概念","BK4585":"ETF&股票定投概念","BK4543":"AI","BK0267":"媒体制作","BK0049":"动漫","BK0098":"文化传媒概念","BK0188":"融资融券","BK0083":"网红经济","BK4528":"SaaS概念","BK4023":"应用软件","BK4588":"碎股"},"source_url":"https://finance.sina.com.cn/stock/s/2023-03-20/doc-imymnsye0199405.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2320810572","content_text":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 3月20日,影视板块早盘集体走高,光线传媒与百纳千成双双逼近“20CM”涨停,中国电影涨停,华策影视、上海电影涨超8%。\n 消息面上,中国证券报·中证金牛座记者获悉,光线传媒董事长王长田3月19日发布公司内部信。在信中,王长田表示今年以来ChatGPT的进展,使其更加确信接下来AI技术与内容创作的结合即将进入实质阶段,并将为影视行业带来重大变化。公司海外动画制作团队已经在摸索ChatGPT在业务上的应用,今后视需要有可能强化海外团队以与海外领先软件对接。在国内,光线传媒也参与了百度“文心一言”的测试,并尝试在影视细分领域参与 AI的开发和应用。\n 编辑:欧阳春香 常芷若\n\n炒股开户享福利,送投顾服务60天体验权,一对一指导服务!\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:冯体炜","news_type":1},"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650291363,"gmtCreate":1679284315552,"gmtModify":1679284318331,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"金市涨,熊市来。哥们,懂不懂","listText":"金市涨,熊市来。哥们,懂不懂","text":"金市涨,熊市来。哥们,懂不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650291363","repostId":"1169695140","repostType":2,"repost":{"id":"1169695140","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1679284051,"share":"https://www.laohu8.com/m/news/1169695140?lang=&edition=full","pubTime":"2023-03-20 11:47","market":"hk","language":"zh","title":"行情被引爆!港A黄金股强势飙涨,金价距历史高位仅一步之遥,长期牛市将至?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169695140","media":"格隆汇","summary":"贵金属大周期上行趋势已开启欧美银行业暴雷的持续影响下,全球避险情绪不断升温,黄金及贵金属开启一路上涨。今日,港A黄金股继续大爆发,截止发稿,A股四川黄金涨停,湖南黄金涨超7%,赤峰黄金、银泰黄金等跟涨","content":"<html><head></head><body><blockquote>贵金属大周期上行趋势已开启</blockquote><p>欧美银行业暴雷的持续影响下,全球避险情绪不断升温,黄金及贵金属开启一路上涨。</p><p>今日,港A黄金股继续大爆发,截止发稿,A股<a href=\"https://laohu8.com/S/001337\">四川黄金</a>涨停,<a href=\"https://laohu8.com/S/002155\">湖南黄金</a>涨超7%,<a href=\"https://laohu8.com/S/600988\">赤峰黄金</a>、<a href=\"https://laohu8.com/S/000975\">银泰黄金</a>等跟涨;港股<a href=\"https://laohu8.com/S/03330\">灵宝黄金</a>、招金矿业涨超7%,<a href=\"https://laohu8.com/S/02099\">中国黄金国际</a>涨超6%。</p><p><img src=\"https://static.tigerbbs.com/d55634a22d5d51fa47cb6333c3e64293\" tg-width=\"535\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e7178ba47ecc410ad87f4cbcba9570d6\" tg-width=\"538\" tg-height=\"175\" referrerpolicy=\"no-referrer\"/></p><p>值得注意的是,A股四川黄金目前已创下12连板。此前3月3日该公司登陆深交所,发行价7.09元/股;而上市至今,四川黄金股价累计上涨242.54%,报29.15元,总市值达122.43亿元。</p><p><img src=\"https://static.tigerbbs.com/64dc1270470834f90c442d764b3602db\" tg-width=\"1121\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/></p><p>近日来,受<a href=\"https://laohu8.com/S/SIVB\">硅谷银行</a>及<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>爆雷影响,全球金融风险担忧进一步加剧,避险资产黄金、美元、国债开始大幅上涨。国际黄金价格正逼近2000美元大关,离两年前的历史高点近在咫尺。</p><p><img src=\"https://static.tigerbbs.com/6e4973c4abd5ea6d16ad246ccb3f5d7e\" tg-width=\"919\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>全球避险情绪高涨</b></p><p><b>金价的连连攀升,一方面是受欧美银行接连爆雷事件的影响。</b></p><p>从硅谷银行破产倒闭到瑞士信贷爆雷,欧美银行业流动性风险持续蔓延,全球金融风险担忧也逐步加剧,继而避险资产一路飙涨。</p><p>目前,虽然硅谷银行已有美国监管出手兜底,并推出BTFP紧急融资工具;而瑞士信贷也将以30亿瑞郎被<a href=\"https://laohu8.com/S/UBS\">瑞银</a>收购,成为自2008年金融危机以来首次发生收购全球重要银行事件。但市场恐慌仍在蔓延,避险情绪依旧不减。</p><p><b>另一方面,美联储加息预期急剧降温。</b></p><p>据美国数据显示,2023年2月美国CPI同比上涨6.0%,PPI同比上涨4.6%。CPI涨幅继续回落符合预期,PPI涨幅下降有超预期。再叠加硅谷银行事件催化,市场对美联储加息预期有所弱化。</p><p>据最新芝商所FedWatch工具显示,美联储3月停止加息概率为34.3%,加息25基点的概率为65.7%。</p><p><img src=\"https://static.tigerbbs.com/0f00199a1ddd3fc61a3c5be608e5e798\" tg-width=\"803\" tg-height=\"538\" referrerpolicy=\"no-referrer\"/></p><p><b>与此同时,全球央行开启“爆买”黄金模式。</b></p><p>据世界黄金协会,2022年四季度全球央行购入黄金417吨,单季购金量接近2021年全年450吨的水平。全球央行2022年购金量达到1136吨,创下1950年以来新高。</p><p>受此驱动,2022年黄金需求量达到4741吨,同比增长18%,接近2011年前高。据最新调整的数据显示,<b>2023年央行买入规模进一步放大。</b>1月全球央行净买入黄金的数据从31吨上调至77吨,1月数据较去年12月环比上涨192%。</p><p>值得注意的是,央行购金可视作全球资管机构资产配置策略的映射,是金价上涨最有效的风向标之一,有望持续推动金价上行。</p><p><b>机构这样解读</b></p><p>硅谷银行的倒闭,开始突显出银行在利率大幅上升面前的脆弱性,而瑞信的暴雷又再度加剧了全球市场的动荡,在金融市场陷入一片混乱中,黄金脱颖而出。</p><p>全球类滞胀周期之下,民生证券认为<b>,金价将迎来长期牛市。</b></p><p>当前全球经济处于历史级别的货币超发周期中,货币信用的泛滥将对通胀形成长期传导,随着需求的边际好转,通胀或将超预期,形成滞胀。从历史上看,滞胀周期中,金价涨幅明显。</p><p>而市场避险情绪激增带动金价强势运行,加上全球央行“买买买”,<a href=\"https://laohu8.com/S/600030\">中信证券</a>指出,<b>金价有望保持上行趋势,且本轮价格高点有望突破2020年前高。</b></p><p>平安证券表示,2023年2月以来,全球经济与金融市场仿佛又回到了波谲云诡的氛围中。无论是地缘局势,还是金融风险事件,都在短短的一个半月之内接踵而至。随着避险交易与衰退交易的再次抬头,重点推荐以黄金、白银为代表的贵金属以及相关产业的权益市场板块。</p><p><a href=\"https://laohu8.com/S/600918\">中泰证券</a>指出,按照历史平均40个月左右的周期长度来看,目前全球经济高位下行时间已过半,随着美联储加息的放缓以及国内稳增长政策的持续落地,为全球经济提供上行动力。贵金属大周期上行趋势已开启,持续重视板块内高成长及资源优势突出标的的投资机会。</p></body></html>","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>行情被引爆!港A黄金股强势飙涨,金价距历史高位仅一步之遥,长期牛市将至?</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; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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\">\n行情被引爆!港A黄金股强势飙涨,金价距历史高位仅一步之遥,长期牛市将至?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2023-03-20 11:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>贵金属大周期上行趋势已开启</blockquote><p>欧美银行业暴雷的持续影响下,全球避险情绪不断升温,黄金及贵金属开启一路上涨。</p><p>今日,港A黄金股继续大爆发,截止发稿,A股<a href=\"https://laohu8.com/S/001337\">四川黄金</a>涨停,<a href=\"https://laohu8.com/S/002155\">湖南黄金</a>涨超7%,<a href=\"https://laohu8.com/S/600988\">赤峰黄金</a>、<a href=\"https://laohu8.com/S/000975\">银泰黄金</a>等跟涨;港股<a href=\"https://laohu8.com/S/03330\">灵宝黄金</a>、招金矿业涨超7%,<a href=\"https://laohu8.com/S/02099\">中国黄金国际</a>涨超6%。</p><p><img src=\"https://static.tigerbbs.com/d55634a22d5d51fa47cb6333c3e64293\" tg-width=\"535\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e7178ba47ecc410ad87f4cbcba9570d6\" tg-width=\"538\" tg-height=\"175\" referrerpolicy=\"no-referrer\"/></p><p>值得注意的是,A股四川黄金目前已创下12连板。此前3月3日该公司登陆深交所,发行价7.09元/股;而上市至今,四川黄金股价累计上涨242.54%,报29.15元,总市值达122.43亿元。</p><p><img src=\"https://static.tigerbbs.com/64dc1270470834f90c442d764b3602db\" tg-width=\"1121\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/></p><p>近日来,受<a href=\"https://laohu8.com/S/SIVB\">硅谷银行</a>及<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>爆雷影响,全球金融风险担忧进一步加剧,避险资产黄金、美元、国债开始大幅上涨。国际黄金价格正逼近2000美元大关,离两年前的历史高点近在咫尺。</p><p><img src=\"https://static.tigerbbs.com/6e4973c4abd5ea6d16ad246ccb3f5d7e\" tg-width=\"919\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>全球避险情绪高涨</b></p><p><b>金价的连连攀升,一方面是受欧美银行接连爆雷事件的影响。</b></p><p>从硅谷银行破产倒闭到瑞士信贷爆雷,欧美银行业流动性风险持续蔓延,全球金融风险担忧也逐步加剧,继而避险资产一路飙涨。</p><p>目前,虽然硅谷银行已有美国监管出手兜底,并推出BTFP紧急融资工具;而瑞士信贷也将以30亿瑞郎被<a href=\"https://laohu8.com/S/UBS\">瑞银</a>收购,成为自2008年金融危机以来首次发生收购全球重要银行事件。但市场恐慌仍在蔓延,避险情绪依旧不减。</p><p><b>另一方面,美联储加息预期急剧降温。</b></p><p>据美国数据显示,2023年2月美国CPI同比上涨6.0%,PPI同比上涨4.6%。CPI涨幅继续回落符合预期,PPI涨幅下降有超预期。再叠加硅谷银行事件催化,市场对美联储加息预期有所弱化。</p><p>据最新芝商所FedWatch工具显示,美联储3月停止加息概率为34.3%,加息25基点的概率为65.7%。</p><p><img src=\"https://static.tigerbbs.com/0f00199a1ddd3fc61a3c5be608e5e798\" tg-width=\"803\" tg-height=\"538\" referrerpolicy=\"no-referrer\"/></p><p><b>与此同时,全球央行开启“爆买”黄金模式。</b></p><p>据世界黄金协会,2022年四季度全球央行购入黄金417吨,单季购金量接近2021年全年450吨的水平。全球央行2022年购金量达到1136吨,创下1950年以来新高。</p><p>受此驱动,2022年黄金需求量达到4741吨,同比增长18%,接近2011年前高。据最新调整的数据显示,<b>2023年央行买入规模进一步放大。</b>1月全球央行净买入黄金的数据从31吨上调至77吨,1月数据较去年12月环比上涨192%。</p><p>值得注意的是,央行购金可视作全球资管机构资产配置策略的映射,是金价上涨最有效的风向标之一,有望持续推动金价上行。</p><p><b>机构这样解读</b></p><p>硅谷银行的倒闭,开始突显出银行在利率大幅上升面前的脆弱性,而瑞信的暴雷又再度加剧了全球市场的动荡,在金融市场陷入一片混乱中,黄金脱颖而出。</p><p>全球类滞胀周期之下,民生证券认为<b>,金价将迎来长期牛市。</b></p><p>当前全球经济处于历史级别的货币超发周期中,货币信用的泛滥将对通胀形成长期传导,随着需求的边际好转,通胀或将超预期,形成滞胀。从历史上看,滞胀周期中,金价涨幅明显。</p><p>而市场避险情绪激增带动金价强势运行,加上全球央行“买买买”,<a href=\"https://laohu8.com/S/600030\">中信证券</a>指出,<b>金价有望保持上行趋势,且本轮价格高点有望突破2020年前高。</b></p><p>平安证券表示,2023年2月以来,全球经济与金融市场仿佛又回到了波谲云诡的氛围中。无论是地缘局势,还是金融风险事件,都在短短的一个半月之内接踵而至。随着避险交易与衰退交易的再次抬头,重点推荐以黄金、白银为代表的贵金属以及相关产业的权益市场板块。</p><p><a href=\"https://laohu8.com/S/600918\">中泰证券</a>指出,按照历史平均40个月左右的周期长度来看,目前全球经济高位下行时间已过半,随着美联储加息的放缓以及国内稳增长政策的持续落地,为全球经济提供上行动力。贵金属大周期上行趋势已开启,持续重视板块内高成长及资源优势突出标的的投资机会。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4be30a3c11bd91e9d1f864c6a098fab1","relate_stocks":{"159831":"黄金","159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","IAU":"黄金信托ETF(iShares)","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GLD":"SPDR黄金ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169695140","content_text":"贵金属大周期上行趋势已开启欧美银行业暴雷的持续影响下,全球避险情绪不断升温,黄金及贵金属开启一路上涨。今日,港A黄金股继续大爆发,截止发稿,A股四川黄金涨停,湖南黄金涨超7%,赤峰黄金、银泰黄金等跟涨;港股灵宝黄金、招金矿业涨超7%,中国黄金国际涨超6%。值得注意的是,A股四川黄金目前已创下12连板。此前3月3日该公司登陆深交所,发行价7.09元/股;而上市至今,四川黄金股价累计上涨242.54%,报29.15元,总市值达122.43亿元。近日来,受硅谷银行及瑞士信贷爆雷影响,全球金融风险担忧进一步加剧,避险资产黄金、美元、国债开始大幅上涨。国际黄金价格正逼近2000美元大关,离两年前的历史高点近在咫尺。全球避险情绪高涨金价的连连攀升,一方面是受欧美银行接连爆雷事件的影响。从硅谷银行破产倒闭到瑞士信贷爆雷,欧美银行业流动性风险持续蔓延,全球金融风险担忧也逐步加剧,继而避险资产一路飙涨。目前,虽然硅谷银行已有美国监管出手兜底,并推出BTFP紧急融资工具;而瑞士信贷也将以30亿瑞郎被瑞银收购,成为自2008年金融危机以来首次发生收购全球重要银行事件。但市场恐慌仍在蔓延,避险情绪依旧不减。另一方面,美联储加息预期急剧降温。据美国数据显示,2023年2月美国CPI同比上涨6.0%,PPI同比上涨4.6%。CPI涨幅继续回落符合预期,PPI涨幅下降有超预期。再叠加硅谷银行事件催化,市场对美联储加息预期有所弱化。据最新芝商所FedWatch工具显示,美联储3月停止加息概率为34.3%,加息25基点的概率为65.7%。与此同时,全球央行开启“爆买”黄金模式。据世界黄金协会,2022年四季度全球央行购入黄金417吨,单季购金量接近2021年全年450吨的水平。全球央行2022年购金量达到1136吨,创下1950年以来新高。受此驱动,2022年黄金需求量达到4741吨,同比增长18%,接近2011年前高。据最新调整的数据显示,2023年央行买入规模进一步放大。1月全球央行净买入黄金的数据从31吨上调至77吨,1月数据较去年12月环比上涨192%。值得注意的是,央行购金可视作全球资管机构资产配置策略的映射,是金价上涨最有效的风向标之一,有望持续推动金价上行。机构这样解读硅谷银行的倒闭,开始突显出银行在利率大幅上升面前的脆弱性,而瑞信的暴雷又再度加剧了全球市场的动荡,在金融市场陷入一片混乱中,黄金脱颖而出。全球类滞胀周期之下,民生证券认为,金价将迎来长期牛市。当前全球经济处于历史级别的货币超发周期中,货币信用的泛滥将对通胀形成长期传导,随着需求的边际好转,通胀或将超预期,形成滞胀。从历史上看,滞胀周期中,金价涨幅明显。而市场避险情绪激增带动金价强势运行,加上全球央行“买买买”,中信证券指出,金价有望保持上行趋势,且本轮价格高点有望突破2020年前高。平安证券表示,2023年2月以来,全球经济与金融市场仿佛又回到了波谲云诡的氛围中。无论是地缘局势,还是金融风险事件,都在短短的一个半月之内接踵而至。随着避险交易与衰退交易的再次抬头,重点推荐以黄金、白银为代表的贵金属以及相关产业的权益市场板块。中泰证券指出,按照历史平均40个月左右的周期长度来看,目前全球经济高位下行时间已过半,随着美联储加息的放缓以及国内稳增长政策的持续落地,为全球经济提供上行动力。贵金属大周期上行趋势已开启,持续重视板块内高成长及资源优势突出标的的投资机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650643316,"gmtCreate":1679233574235,"gmtModify":1679233575592,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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/650643316","repostId":"650622065","repostType":1,"repost":{"id":650622065,"gmtCreate":1679200894957,"gmtModify":1679205963368,"author":{"id":"3516096698306373","authorId":"3516096698306373","name":"石头Stone","avatar":"https://static.tigerbbs.com/8477922e6df4928f290cca5cd50ce873","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"聊聊挤兑危机与未来市场的看法……","htmlText":"大家好,我是石头Stone。今天跟大家聊聊银行挤兑事件,以及未来市场的的一些推测。 我记得小时候,我爸妈带我去下馆子,要找那种人多的、排队的。最好是队伍能排到街上那种,什么炸鸡、小面或者路边摊都可以,必须要人多,人多才说明这家店好吃,如果店里面没什么人那是绝对不能去的。 逛商场也是,哪里人多往哪里冲,人多的地方要么是便宜,要么就是好。冷冷清清的市场是绝对不能去的,要么是质量不好,要么就是有什么问题。 这是一种心理情况,也是大家从众的一种状态。要说那些店面是否真的犹如传言中的那么美味,我到现在能记住的也只是排队,却忘了那些食物的真正味道了。 对于银行挤兑,又称挤提,是指大量的银行客户同时到银行提取现金的现象。银行挤兑往往是由信用度下降、传闻破产等原因导致储户对在银行内的储蓄的安全有怀疑造成的。当挤兑现象出现时,若银行的存款准备金不足以支付,则有可能会使银行陷入流动性危机,进而破产倒闭。 下面我来梳理一下2023年银行挤兑时间的具体情况,这些内容也可以让我们看清事情从发展到发酵产生的挤兑和踩踏是多么可怕,这里面不少没有影响的银行或者行业都遭到了洗礼,正如我们古话所说——倾巢之下无完卵。 时间轴梳理 2023年3月8日,星期三: <a href=\"https://laohu8.com/S/SIVB\">$硅谷银行(SIVB)$</a> 大举抛售了210亿美元的债券,造成18亿美元亏损。同时该公司称将通过出售股票的方式筹集23亿美元,以弥补这一笔“债券甩卖”带来的巨额亏损。 2023年3月9日,星期四: “硅谷教父”彼得·蒂尔的创始人基金(Founders Fund)、对冲基金Coatue Management、著名创业孵化器Y Combinator 等机构均建议他们投资的公司——硅谷银行的储户们,考虑从该银行尽快按需撤资。 当日硅谷银行股价暴跌,当日成交额高达48.","listText":"大家好,我是石头Stone。今天跟大家聊聊银行挤兑事件,以及未来市场的的一些推测。 我记得小时候,我爸妈带我去下馆子,要找那种人多的、排队的。最好是队伍能排到街上那种,什么炸鸡、小面或者路边摊都可以,必须要人多,人多才说明这家店好吃,如果店里面没什么人那是绝对不能去的。 逛商场也是,哪里人多往哪里冲,人多的地方要么是便宜,要么就是好。冷冷清清的市场是绝对不能去的,要么是质量不好,要么就是有什么问题。 这是一种心理情况,也是大家从众的一种状态。要说那些店面是否真的犹如传言中的那么美味,我到现在能记住的也只是排队,却忘了那些食物的真正味道了。 对于银行挤兑,又称挤提,是指大量的银行客户同时到银行提取现金的现象。银行挤兑往往是由信用度下降、传闻破产等原因导致储户对在银行内的储蓄的安全有怀疑造成的。当挤兑现象出现时,若银行的存款准备金不足以支付,则有可能会使银行陷入流动性危机,进而破产倒闭。 下面我来梳理一下2023年银行挤兑时间的具体情况,这些内容也可以让我们看清事情从发展到发酵产生的挤兑和踩踏是多么可怕,这里面不少没有影响的银行或者行业都遭到了洗礼,正如我们古话所说——倾巢之下无完卵。 时间轴梳理 2023年3月8日,星期三: <a href=\"https://laohu8.com/S/SIVB\">$硅谷银行(SIVB)$</a> 大举抛售了210亿美元的债券,造成18亿美元亏损。同时该公司称将通过出售股票的方式筹集23亿美元,以弥补这一笔“债券甩卖”带来的巨额亏损。 2023年3月9日,星期四: “硅谷教父”彼得·蒂尔的创始人基金(Founders Fund)、对冲基金Coatue Management、著名创业孵化器Y Combinator 等机构均建议他们投资的公司——硅谷银行的储户们,考虑从该银行尽快按需撤资。 当日硅谷银行股价暴跌,当日成交额高达48.","text":"大家好,我是石头Stone。今天跟大家聊聊银行挤兑事件,以及未来市场的的一些推测。 我记得小时候,我爸妈带我去下馆子,要找那种人多的、排队的。最好是队伍能排到街上那种,什么炸鸡、小面或者路边摊都可以,必须要人多,人多才说明这家店好吃,如果店里面没什么人那是绝对不能去的。 逛商场也是,哪里人多往哪里冲,人多的地方要么是便宜,要么就是好。冷冷清清的市场是绝对不能去的,要么是质量不好,要么就是有什么问题。 这是一种心理情况,也是大家从众的一种状态。要说那些店面是否真的犹如传言中的那么美味,我到现在能记住的也只是排队,却忘了那些食物的真正味道了。 对于银行挤兑,又称挤提,是指大量的银行客户同时到银行提取现金的现象。银行挤兑往往是由信用度下降、传闻破产等原因导致储户对在银行内的储蓄的安全有怀疑造成的。当挤兑现象出现时,若银行的存款准备金不足以支付,则有可能会使银行陷入流动性危机,进而破产倒闭。 下面我来梳理一下2023年银行挤兑时间的具体情况,这些内容也可以让我们看清事情从发展到发酵产生的挤兑和踩踏是多么可怕,这里面不少没有影响的银行或者行业都遭到了洗礼,正如我们古话所说——倾巢之下无完卵。 时间轴梳理 2023年3月8日,星期三: $硅谷银行(SIVB)$ 大举抛售了210亿美元的债券,造成18亿美元亏损。同时该公司称将通过出售股票的方式筹集23亿美元,以弥补这一笔“债券甩卖”带来的巨额亏损。 2023年3月9日,星期四: “硅谷教父”彼得·蒂尔的创始人基金(Founders Fund)、对冲基金Coatue Management、著名创业孵化器Y Combinator 等机构均建议他们投资的公司——硅谷银行的储户们,考虑从该银行尽快按需撤资。 当日硅谷银行股价暴跌,当日成交额高达48.","images":[{"img":"https://static.tigerbbs.com/e5a6aeb4e85eb64a12a8157e2f71ca00","width":"1032","height":"580"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650622065","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650640750,"gmtCreate":1679231485771,"gmtModify":1679231487622,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还拒绝,活该倒闭","listText":"还拒绝,活该倒闭","text":"还拒绝,活该倒闭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650640750","repostId":"2320548544","repostType":2,"repost":{"id":"2320548544","pubTimestamp":1679229717,"share":"https://www.laohu8.com/m/news/2320548544?lang=&edition=full","pubTime":"2023-03-19 20:41","market":"us","language":"zh","title":"瑞信据悉将拒绝瑞银10亿美元的收购要约","url":"https://stock-news.laohu8.com/highlight/detail?id=2320548544","media":"界面","summary":"据彭博3月19日报道,瑞信据称将拒绝瑞银10亿美元的收购要约。此前曾有知情人士表示,瑞银提出以最高10亿美元的价格收购瑞信。","content":"<div>\n<p>据彭博3月19日报道,瑞信据称将拒绝瑞银10亿美元的收购要约。此前曾有知情人士表示,瑞银提出以最高10亿美元的价格收购瑞信。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023031920415782bc4bb6&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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>瑞信据悉将拒绝瑞银10亿美元的收购要约</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; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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\">\n瑞信据悉将拒绝瑞银10亿美元的收购要约\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-19 20:41 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023031920415782bc4bb6&s=b><strong>界面</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据彭博3月19日报道,瑞信据称将拒绝瑞银10亿美元的收购要约。此前曾有知情人士表示,瑞银提出以最高10亿美元的价格收购瑞信。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023031920415782bc4bb6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","UBS":"瑞银","BK4585":"ETF&股票定投概念","BK4118":"综合性资本市场","BK4534":"瑞士信贷持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023031920415782bc4bb6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2320548544","content_text":"据彭博3月19日报道,瑞信据称将拒绝瑞银10亿美元的收购要约。此前曾有知情人士表示,瑞银提出以最高10亿美元的价格收购瑞信。","news_type":1},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650845556,"gmtCreate":1679061095875,"gmtModify":1679061097631,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a>现在战争转变为空头和大批华尔街银行干了[微笑] ,我就不信小散能砸这么狠,这么控盘[呆住] 。我反正买在山顶,跟空头干了[冷漠] ","listText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a>现在战争转变为空头和大批华尔街银行干了[微笑] ,我就不信小散能砸这么狠,这么控盘[呆住] 。我反正买在山顶,跟空头干了[冷漠] ","text":"$第一共和银行(FRC)$ 现在战争转变为空头和大批华尔街银行干了[微笑] ,我就不信小散能砸这么狠,这么控盘[呆住] 。我反正买在山顶,跟空头干了[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650845556","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650164558,"gmtCreate":1678975404374,"gmtModify":1678975407026,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"目前来看,第一共和银行本来经营情况是良好的,并没有暴雷,但华尔街的饿狼们现在吃掉硅谷银行后仍不满足,将做空的目光看向了第一共和,搞不好的话第一共和也要步硅谷银行后尘。这两家公司也是无妄之灾[冷漠] ","listText":"目前来看,第一共和银行本来经营情况是良好的,并没有暴雷,但华尔街的饿狼们现在吃掉硅谷银行后仍不满足,将做空的目光看向了第一共和,搞不好的话第一共和也要步硅谷银行后尘。这两家公司也是无妄之灾[冷漠] ","text":"目前来看,第一共和银行本来经营情况是良好的,并没有暴雷,但华尔街的饿狼们现在吃掉硅谷银行后仍不满足,将做空的目光看向了第一共和,搞不好的话第一共和也要步硅谷银行后尘。这两家公司也是无妄之灾[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650164558","isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629084842,"gmtCreate":1670062247387,"gmtModify":1670062249068,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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/629084842","repostId":"662587534","repostType":1,"repost":{"id":662587534,"gmtCreate":1666654200000,"gmtModify":1666661431905,"author":{"id":"3574917796328560","authorId":"3574917796328560","name":"钛媒体APP","avatar":"https://static.tigerbbs.com/a30e6edce861fd1d3d0c1268a2d83b40","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【钛晨报】为节约天然气,德国能源巨头Uniper关闭总部50%办公空间;中国移动可能入股腾讯?腾讯回应:不实消息;特斯拉国产Model 3和Y售价调整,调整后Model 3起售价为265,900元","htmlText":"【钛媒体综合】德国公用事业公司Uniper周一表示,该公司将关闭总部一半的办公空间,并降低未关闭区域的温度,以节省天然气。据了解,该公司在被国有化后仍难以维持运营。 Uniper发言人称,该公司已经关闭了杜塞尔多夫50%办公空间内的所有设备和灯具,停止清洁,并将温度降至14华氏度,这是在不破坏大楼的情况下可以达到的最低温度。据报道,该公司在人们工作的办公室里,温度被降至20华氏度。此外,Uniper没有就如何管理员工提供更多细节。 据悉,德国总理奥拉夫·舒尔茨(Olaf Scholz)在9月同意将Uniper国有化,承诺出资290亿欧元(284亿美元)来支持这家德国最大的天然气进口商,并防止能源公司出现雷曼式的倒闭。 据报道,德国另一家能源公司意昂集团也在采取措施,通过关闭标志照明和尽可能关闭热水等措施,将其建筑的能耗至少降低20%。 一位发言人表示:“今年冬天,每一个千瓦时都很重要。” 钛媒摘声: 二十大报告关于“完善分配制度”的相关论述很好贯彻体现了“守正创新”的基本原则,既重申了我们党关于中国特色社会主义条件下收入分配的基本方针、政策,又创造性地提出了“规范财富积累机制”等新论述。 我们坚持按劳分配为主体、多种分配方式并存,就必然涉及工资性收入、经营性收入、财产性收入和转移性收入。各种收入是流量,财富是存量。财富的积累来源于上述各种收入的提高。 ——中国劳动学会特约研究员苏海南 燃油车购置税减半政策对6月份以来的车市推动作用十分明显,若没有该政策推动,今年传统燃油车市场会非常差。陈士华呼吁,继续执行燃油车购置税减半政策或征收7.5%燃油车购置税,以推动政策平稳退出。他认为,如果明年燃油车购置税减半政策彻底退出,今年第四季度就会出现“翘尾”现象,产销均会有不错增长,但也会导致明年销量的严重下滑,甚至断崖式下降。 ——中国汽车工业协会副秘书长 陈士华 国内公","listText":"【钛媒体综合】德国公用事业公司Uniper周一表示,该公司将关闭总部一半的办公空间,并降低未关闭区域的温度,以节省天然气。据了解,该公司在被国有化后仍难以维持运营。 Uniper发言人称,该公司已经关闭了杜塞尔多夫50%办公空间内的所有设备和灯具,停止清洁,并将温度降至14华氏度,这是在不破坏大楼的情况下可以达到的最低温度。据报道,该公司在人们工作的办公室里,温度被降至20华氏度。此外,Uniper没有就如何管理员工提供更多细节。 据悉,德国总理奥拉夫·舒尔茨(Olaf Scholz)在9月同意将Uniper国有化,承诺出资290亿欧元(284亿美元)来支持这家德国最大的天然气进口商,并防止能源公司出现雷曼式的倒闭。 据报道,德国另一家能源公司意昂集团也在采取措施,通过关闭标志照明和尽可能关闭热水等措施,将其建筑的能耗至少降低20%。 一位发言人表示:“今年冬天,每一个千瓦时都很重要。” 钛媒摘声: 二十大报告关于“完善分配制度”的相关论述很好贯彻体现了“守正创新”的基本原则,既重申了我们党关于中国特色社会主义条件下收入分配的基本方针、政策,又创造性地提出了“规范财富积累机制”等新论述。 我们坚持按劳分配为主体、多种分配方式并存,就必然涉及工资性收入、经营性收入、财产性收入和转移性收入。各种收入是流量,财富是存量。财富的积累来源于上述各种收入的提高。 ——中国劳动学会特约研究员苏海南 燃油车购置税减半政策对6月份以来的车市推动作用十分明显,若没有该政策推动,今年传统燃油车市场会非常差。陈士华呼吁,继续执行燃油车购置税减半政策或征收7.5%燃油车购置税,以推动政策平稳退出。他认为,如果明年燃油车购置税减半政策彻底退出,今年第四季度就会出现“翘尾”现象,产销均会有不错增长,但也会导致明年销量的严重下滑,甚至断崖式下降。 ——中国汽车工业协会副秘书长 陈士华 国内公","text":"【钛媒体综合】德国公用事业公司Uniper周一表示,该公司将关闭总部一半的办公空间,并降低未关闭区域的温度,以节省天然气。据了解,该公司在被国有化后仍难以维持运营。 Uniper发言人称,该公司已经关闭了杜塞尔多夫50%办公空间内的所有设备和灯具,停止清洁,并将温度降至14华氏度,这是在不破坏大楼的情况下可以达到的最低温度。据报道,该公司在人们工作的办公室里,温度被降至20华氏度。此外,Uniper没有就如何管理员工提供更多细节。 据悉,德国总理奥拉夫·舒尔茨(Olaf Scholz)在9月同意将Uniper国有化,承诺出资290亿欧元(284亿美元)来支持这家德国最大的天然气进口商,并防止能源公司出现雷曼式的倒闭。 据报道,德国另一家能源公司意昂集团也在采取措施,通过关闭标志照明和尽可能关闭热水等措施,将其建筑的能耗至少降低20%。 一位发言人表示:“今年冬天,每一个千瓦时都很重要。” 钛媒摘声: 二十大报告关于“完善分配制度”的相关论述很好贯彻体现了“守正创新”的基本原则,既重申了我们党关于中国特色社会主义条件下收入分配的基本方针、政策,又创造性地提出了“规范财富积累机制”等新论述。 我们坚持按劳分配为主体、多种分配方式并存,就必然涉及工资性收入、经营性收入、财产性收入和转移性收入。各种收入是流量,财富是存量。财富的积累来源于上述各种收入的提高。 ——中国劳动学会特约研究员苏海南 燃油车购置税减半政策对6月份以来的车市推动作用十分明显,若没有该政策推动,今年传统燃油车市场会非常差。陈士华呼吁,继续执行燃油车购置税减半政策或征收7.5%燃油车购置税,以推动政策平稳退出。他认为,如果明年燃油车购置税减半政策彻底退出,今年第四季度就会出现“翘尾”现象,产销均会有不错增长,但也会导致明年销量的严重下滑,甚至断崖式下降。 ——中国汽车工业协会副秘书长 陈士华 国内公","images":[{"img":"https://static.tigerbbs.com/7f05b3426e294ae1820efa8a3f171637"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662587534","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603870933,"gmtCreate":1638402280946,"gmtModify":1638402280946,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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/603870933","repostId":"2188312530","repostType":2,"repost":{"id":"2188312530","pubTimestamp":1638325288,"share":"https://www.laohu8.com/m/news/2188312530?lang=&edition=full","pubTime":"2021-12-01 10:21","market":"hk","language":"zh","title":"芒格错付阿里巴巴?","url":"https://stock-news.laohu8.com/highlight/detail?id=2188312530","media":"巨潮商业评论","summary":"$阿里巴巴$近期的股价表现也呼应着这一预判:2020年下半年开始的股价回撤,至今甚至已出现了恶化倾向。经过一整年腰斩式下跌之后,阿里巴巴股价的下跌仍在继续,于11月17日出现了跌幅11.13%的大幅单日下跌,并在随后持续下跌接近10%。谁也没想到的是,寒冬中的阿里,最大的温暖竟来自大洋彼岸——对中国企业一直有好感的芒格,通过旗下的Daily Journal买入阿里巴巴并不断增持。","content":"<p>近期<a href=\"https://laohu8.com/S/GS\">高盛</a>在对中国2022年经济发展的研判中预计,明年将是中国除了危机年份之外,历史GDP增速最低的一年(4.8%)。</p>\n<p>一家以“让天下没有难做的生意”为使命的企业,遭遇了天下生意越来越难做的局面,显然不会是什么好事情。</p>\n<p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>近期的股价表现也呼应着这一预判:2020年下半年开始的股价回撤,至今甚至已出现了恶化倾向。</p>\n<p><img src=\"https://static.tigerbbs.com/f37b8a5cea80d62c9d0ee7f6cf7bfd48\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">阿里巴巴股价表现</p>\n<p>经过一整年腰斩式下跌之后,阿里巴巴股价的下跌仍在继续,于11月17日出现了跌幅11.13%的大幅单日下跌,并在随后持续下跌接近10%。</p>\n<p>中概互联如今的惨状不必细说,而阿里是其中受到政策、产业环境甚至是竞争对手单点狙击最严重的巨头,甚至可以不加之一。<b>包括大量阿里巴巴内部人士在内,已经有不少人对其态度转向悲观。</b></p>\n<p>谁也没想到的是,寒冬中的阿里,最大的温暖竟来自大洋彼岸——对中国企业一直有好感的芒格,通过旗下的Daily Journal买入阿里巴巴并不断增持。</p>\n<p>如果从规模上看,Daily Journal的买入规模其实并不大(相比<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦),3月持有阿里3750万美元的股票,持仓暴增82.7%后,持仓市值也仅提升至4500万美元。</p>\n<p><b>来自投资泰斗级人物的信心,远比这4500万美元持仓更有价值。</b>但对于芒格来说,即便是4500万美元的持仓也不会轻易买入。Daily Journal的每一笔重仓下注,都暗暗关系到自己的“一世英名”。</p>\n<p>更何况,芒格与巴菲特对待中国企业不同的态度由来已久。</p>\n<h2><b>01 老搭档的态度差异</b></h2>\n<blockquote>\n 除2008年对<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的投资,以及2003年投资了港股<a href=\"https://laohu8.com/S/601857\">中国石油</a>之外,巴菲特十多年来没有任何新增投资。\n</blockquote>\n<p>众所周知,芒格本人非常看好比亚迪并毫不吝惜对其的赞赏。今年2月,伴随着比亚迪股价的不断上涨,他再次谈起自己的爱股时,展示出了不同于以往的一面:</p>\n<blockquote>\n 我其实是很少持有像比亚迪这样的股票,(估值)已经高到让你流鼻血的地步。我也是在不断的在学习。我们非常喜欢这家公司,也喜欢管理层,这就是我们的想法,所以我们还是非常忠诚于自己的想法。\n</blockquote>\n<p>出于对比亚迪的认可,芒格甚至强调了自己也在不断的“学习”,<b>这其中暗含的意味不言而喻。</b>而经过了连续两年几乎不断的上涨之后,比亚迪已经排到了伯克希尔·哈撒韦公司持股市值的前列,这是此前从未出现过的事情。</p>\n<p>但巴菲特始终对于中国企业没有太多信任。在过去多年投资方向的拓展中,他先后开始投资科技硬件行业、云计算、新能源等领域,在国别上,介入过德国、韩国和日本等国家的企业,但在<b>中国企业方面,除2008年对比亚迪的投资,以及2003年投资了港股中国石油之外,巴菲特十多年来没有任何新增投资。</b></p>\n<p><img src=\"https://static.tigerbbs.com/62cacd381b3a2eeb2512d67f98c4f9dd\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/00857\">中国石油股份</a>股价表现</p>\n<p>令很多中国价值投资者意难平的是,就连他们心目中与巴菲特价值投资理念最为吻合的茅台,巴菲特也迟迟没有过任何形式的买入操作。</p>\n<p>反而是芒格,通过李录旗下的<a href=\"https://laohu8.com/S/XIMA\">喜马拉雅</a>基金,间接投资了一些中国的优秀企业,除了比亚迪之外,比较知名的案例还包括了<a href=\"https://laohu8.com/S/601658\">邮储银行</a>港股。</p>\n<p>巴菲特曾经表示“中国市场很大,有非常多的可能性,如果在中国能找到合适的行业、合适的时间、合适的管理团队,我们会毫不犹豫地投资。”</p>\n<p>但说是一回事,真正投资却又是另外一回事。对比巴菲特对中国企业的态度,更显芒格亲自买入阿里巴巴的难能可贵。</p>\n<h2><b>02 好坏未定的标签</b></h2>\n<blockquote>\n 在政策层面的反垄断之外,来自“市场层面的反垄断”力量甚至更强。\n</blockquote>\n<p>在投资做到一定的阶段之后,高手们的一举一动都被市场所密切关注,并积极寻求效仿的可能。</p>\n<p>最典型者就是高瓴资本在2021年的境遇:任何布局,不论是二级市场买入还是定增还是一级市场投资后的上市,都吸引了大批散户投资者“抄作业”。</p>\n<p>自身对于市场巨大的影响力,也是大佬们面对的压力与风险的一部分:<b>放弃贴在自己身上光辉耀眼的标签是很难的事情,给自己身上贴上一个好坏未定的标签也不容易。</b></p>\n<p>买入阿里巴巴对于芒格来说,就相当于在临近100岁的时候,给自己贴了一个全新的中国互联网标签。</p>\n<p>芒格的投资,对于身处逆境中的阿里来说,是效果卓著的利好。其面向资本市场释放出的价值,远胜CEO张勇接受任何海外媒体的采访。而在账面的盈亏得失之外,芒格却必须为这笔投资付出更大的潜在的声誉风险。</p>\n<p>几乎全球的投资者几乎都已经知道了芒格对阿里巴巴的“重仓买入”(其实只是Daily Journal的重仓),但阿里巴巴所面对的困难却是实实在在的——包括了监管对企业扩张边界的限制,以<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>、美团为代表的竞争对手的冲击,以及<b>企业文化层面的巨大挑战。</b></p>\n<p>在芒格过去数十年的投资生涯中,他都以“买入优秀公司”闻名于世。在一个艰难不利的环境下投资阿里巴巴,是否会是好的选择?</p>\n<p>至少从2021年的情况来看,这些担忧是被印证的。50%的下跌并没有成为阿里巴巴股价下跌的终点。</p>\n<p>对于阿里来说尤其不利的一点是,在<b>政策层面的反垄断之外,来自“市场力量的反垄断”力量甚至更强。</b>零售行业的新一轮商业模式创新,对于传统电商在资本市场上的估值造成了不利影响。</p>\n<h2><b>03 阿里巴巴重走<a href=\"https://laohu8.com/S/AAPL\">苹果</a>路?</b></h2>\n<blockquote>\n 如今芒格对阿里巴巴的投资也出现了大幅度的下跌,但这是否意味着未来会如苹果一样被资本市场所重新认知,并恢复上涨?\n</blockquote>\n<p>伯克希尔·哈撒韦投资中国石油和比亚迪,两笔投资双双获得巨大成功。虽然对阿里巴巴的投资仅是在芒格治下不到一亿美元的小账户下进行,但也不免被搬出来比较。</p>\n<p>但三笔投资有着非常明显的不同,甚至可以被归类到三种完全不同的风格逻辑里面:</p>\n<p>对于比亚迪的投资更像是一笔风险投资。在《李录卖飞了比亚迪》一文中,巨潮分析李录在一级市场上有过从业经历,并将这些经验融入到二级市场的投资中,断定王传福是一个“韦尔奇和爱迪生的混合体”,伯克希尔·哈撒韦也因此入股约18亿港元。</p>\n<p><img src=\"https://static.tigerbbs.com/f8e6a000959d74932f58d0fd4959ab41\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>股价表现</p>\n<p>如今这18亿港元已经变成了将近700亿港元。从投入过程到持股周期到回报数额,这笔投资都有着非常浓厚的早期投资味道,且芒格的介入程度非常高。</p>\n<p>中国石油的投资更像是一笔纯正的巴菲特式投资,买入被低估的周期股投资,当时中国石油港股的市盈率仅有三倍。</p>\n<p>而芒格对于阿里巴巴的投资与这两笔投资都有不同,更接近于巴菲特对苹果公司的投资。对苹果的投资发生于2016年,当时的苹果正处于被资本市场重新认知的阶段——<b>在此之前很长时间,苹果都被认为只是一家硬件企业。</b></p>\n<p><img src=\"https://static.tigerbbs.com/907bcadec44faf2c2b88b43558032602\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>苹果公司股价表现</p>\n<p>更类似的是,伯克希尔·哈撒韦入股苹果之后,苹果也出现了一波幅度巨大的下跌,以至于有人认为巴菲特的投资失败了。</p>\n<p>如今芒格对阿里巴巴的投资也出现了大幅度的下跌,但这是否意味着未来会如苹果一样被资本市场所重新认知,并恢复上涨?</p>\n<p>芒格的簇拥们、阿里巴巴的股东们都期待着这一天。但如果这笔投资能够最终与伯克希尔·哈撒韦对苹果的投资一样扭转局势,人们需要思考以下的前提条件:</p>\n<blockquote>\n 1.阿里巴巴是否能够在激烈的市场竞争中,给消费者以必选的理由?\n</blockquote>\n<blockquote>\n 2.阿里巴巴是否能够实现估值的提升——从硬件(基础设施)升维到更高层次的、能够被投资者认可并给出高估值的产品?\n</blockquote>\n<blockquote>\n 3.阿里巴巴是否能够在经营层面、管理层面实现顺利平稳的过渡?\n</blockquote>\n<blockquote>\n 4.阿里巴巴是否能够在竞争对手的挑战中越战越勇?\n</blockquote>\n<blockquote>\n 5.阿里巴巴是否能够构筑起被广泛认同的品牌与产品文化?\n</blockquote>\n<p><b>这些问题的回答,会直接展示出阿里巴巴在困境中是否具有足够的韧性</b>,而这些特质要远比一两年内的财务数据是否亮丽更加重要。</p>\n<h2><b>04 写在最后</b></h2>\n<p>芒格本人对于零售企业的投资有很深刻的认知。</p>\n<p>在接受《证券市场红周刊》的采访时,芒格表示自己一生最成功的三笔投资就是巴菲特、Costco、李录。其中Costco就是全球最成功的仓储超市,这家公司及其罕见地在互联网零售企业的冲击中独善其身,2008年以来股价几乎从未下跌,市值已经逼近2500亿元。</p>\n<p>芒格将Costco定位为“通过天才管理成为行业内翘楚的典型”,这与他对王传福的认可有异曲同工之处。</p>\n<p>但芒格曾经评价马云:“我认为马云评论中国政府的做法非常傲慢。这不是马云应该做的。”</p>\n<p>相比之下,<b>他对于中国经济整体的信心更足,也许这才是他选择买入阿里巴巴最核心的原因:</b></p>\n<blockquote>\n “我认为中国人在管理经济方面表现得非常精明,他们在管理经济方面取得了比我们更好的成果,而且我相信他们还能够继续下去。”\n</blockquote>","source":"36kr_stock","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>芒格错付阿里巴巴?</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; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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\">\n芒格错付阿里巴巴?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 10:21 北京时间 <a href=https://36kr.com/p/1508024973938437><strong>巨潮商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期高盛在对中国2022年经济发展的研判中预计,明年将是中国除了危机年份之外,历史GDP增速最低的一年(4.8%)。\n一家以“让天下没有难做的生意”为使命的企业,遭遇了天下生意越来越难做的局面,显然不会是什么好事情。\n阿里巴巴近期的股价表现也呼应着这一预判:2020年下半年开始的股价回撤,至今甚至已出现了恶化倾向。\n阿里巴巴股价表现\n经过一整年腰斩式下跌之后,阿里巴巴股价的下跌仍在继续,于11月...</p>\n\n<a href=\"https://36kr.com/p/1508024973938437\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b2e0eb6c0d2386d465d375504e74c84e","relate_stocks":{"BK4538":"云计算","BK4527":"明星科技股","QNETCN":"纳斯达克中美互联网老虎指数","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4535":"淡马锡持仓","BK4122":"互联网与直销零售","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK4554":"元宇宙及AR概念","BABA":"阿里巴巴","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","09988":"阿里巴巴-SW","BK4558":"双十一","BK4524":"宅经济概念"},"source_url":"https://36kr.com/p/1508024973938437","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188312530","content_text":"近期高盛在对中国2022年经济发展的研判中预计,明年将是中国除了危机年份之外,历史GDP增速最低的一年(4.8%)。\n一家以“让天下没有难做的生意”为使命的企业,遭遇了天下生意越来越难做的局面,显然不会是什么好事情。\n阿里巴巴近期的股价表现也呼应着这一预判:2020年下半年开始的股价回撤,至今甚至已出现了恶化倾向。\n阿里巴巴股价表现\n经过一整年腰斩式下跌之后,阿里巴巴股价的下跌仍在继续,于11月17日出现了跌幅11.13%的大幅单日下跌,并在随后持续下跌接近10%。\n中概互联如今的惨状不必细说,而阿里是其中受到政策、产业环境甚至是竞争对手单点狙击最严重的巨头,甚至可以不加之一。包括大量阿里巴巴内部人士在内,已经有不少人对其态度转向悲观。\n谁也没想到的是,寒冬中的阿里,最大的温暖竟来自大洋彼岸——对中国企业一直有好感的芒格,通过旗下的Daily Journal买入阿里巴巴并不断增持。\n如果从规模上看,Daily Journal的买入规模其实并不大(相比伯克希尔·哈撒韦),3月持有阿里3750万美元的股票,持仓暴增82.7%后,持仓市值也仅提升至4500万美元。\n来自投资泰斗级人物的信心,远比这4500万美元持仓更有价值。但对于芒格来说,即便是4500万美元的持仓也不会轻易买入。Daily Journal的每一笔重仓下注,都暗暗关系到自己的“一世英名”。\n更何况,芒格与巴菲特对待中国企业不同的态度由来已久。\n01 老搭档的态度差异\n\n 除2008年对比亚迪的投资,以及2003年投资了港股中国石油之外,巴菲特十多年来没有任何新增投资。\n\n众所周知,芒格本人非常看好比亚迪并毫不吝惜对其的赞赏。今年2月,伴随着比亚迪股价的不断上涨,他再次谈起自己的爱股时,展示出了不同于以往的一面:\n\n 我其实是很少持有像比亚迪这样的股票,(估值)已经高到让你流鼻血的地步。我也是在不断的在学习。我们非常喜欢这家公司,也喜欢管理层,这就是我们的想法,所以我们还是非常忠诚于自己的想法。\n\n出于对比亚迪的认可,芒格甚至强调了自己也在不断的“学习”,这其中暗含的意味不言而喻。而经过了连续两年几乎不断的上涨之后,比亚迪已经排到了伯克希尔·哈撒韦公司持股市值的前列,这是此前从未出现过的事情。\n但巴菲特始终对于中国企业没有太多信任。在过去多年投资方向的拓展中,他先后开始投资科技硬件行业、云计算、新能源等领域,在国别上,介入过德国、韩国和日本等国家的企业,但在中国企业方面,除2008年对比亚迪的投资,以及2003年投资了港股中国石油之外,巴菲特十多年来没有任何新增投资。\n\n中国石油股份股价表现\n令很多中国价值投资者意难平的是,就连他们心目中与巴菲特价值投资理念最为吻合的茅台,巴菲特也迟迟没有过任何形式的买入操作。\n反而是芒格,通过李录旗下的喜马拉雅基金,间接投资了一些中国的优秀企业,除了比亚迪之外,比较知名的案例还包括了邮储银行港股。\n巴菲特曾经表示“中国市场很大,有非常多的可能性,如果在中国能找到合适的行业、合适的时间、合适的管理团队,我们会毫不犹豫地投资。”\n但说是一回事,真正投资却又是另外一回事。对比巴菲特对中国企业的态度,更显芒格亲自买入阿里巴巴的难能可贵。\n02 好坏未定的标签\n\n 在政策层面的反垄断之外,来自“市场层面的反垄断”力量甚至更强。\n\n在投资做到一定的阶段之后,高手们的一举一动都被市场所密切关注,并积极寻求效仿的可能。\n最典型者就是高瓴资本在2021年的境遇:任何布局,不论是二级市场买入还是定增还是一级市场投资后的上市,都吸引了大批散户投资者“抄作业”。\n自身对于市场巨大的影响力,也是大佬们面对的压力与风险的一部分:放弃贴在自己身上光辉耀眼的标签是很难的事情,给自己身上贴上一个好坏未定的标签也不容易。\n买入阿里巴巴对于芒格来说,就相当于在临近100岁的时候,给自己贴了一个全新的中国互联网标签。\n芒格的投资,对于身处逆境中的阿里来说,是效果卓著的利好。其面向资本市场释放出的价值,远胜CEO张勇接受任何海外媒体的采访。而在账面的盈亏得失之外,芒格却必须为这笔投资付出更大的潜在的声誉风险。\n几乎全球的投资者几乎都已经知道了芒格对阿里巴巴的“重仓买入”(其实只是Daily Journal的重仓),但阿里巴巴所面对的困难却是实实在在的——包括了监管对企业扩张边界的限制,以拼多多、抖音、美团为代表的竞争对手的冲击,以及企业文化层面的巨大挑战。\n在芒格过去数十年的投资生涯中,他都以“买入优秀公司”闻名于世。在一个艰难不利的环境下投资阿里巴巴,是否会是好的选择?\n至少从2021年的情况来看,这些担忧是被印证的。50%的下跌并没有成为阿里巴巴股价下跌的终点。\n对于阿里来说尤其不利的一点是,在政策层面的反垄断之外,来自“市场力量的反垄断”力量甚至更强。零售行业的新一轮商业模式创新,对于传统电商在资本市场上的估值造成了不利影响。\n03 阿里巴巴重走苹果路?\n\n 如今芒格对阿里巴巴的投资也出现了大幅度的下跌,但这是否意味着未来会如苹果一样被资本市场所重新认知,并恢复上涨?\n\n伯克希尔·哈撒韦投资中国石油和比亚迪,两笔投资双双获得巨大成功。虽然对阿里巴巴的投资仅是在芒格治下不到一亿美元的小账户下进行,但也不免被搬出来比较。\n但三笔投资有着非常明显的不同,甚至可以被归类到三种完全不同的风格逻辑里面:\n对于比亚迪的投资更像是一笔风险投资。在《李录卖飞了比亚迪》一文中,巨潮分析李录在一级市场上有过从业经历,并将这些经验融入到二级市场的投资中,断定王传福是一个“韦尔奇和爱迪生的混合体”,伯克希尔·哈撒韦也因此入股约18亿港元。\n\n比亚迪股份股价表现\n如今这18亿港元已经变成了将近700亿港元。从投入过程到持股周期到回报数额,这笔投资都有着非常浓厚的早期投资味道,且芒格的介入程度非常高。\n中国石油的投资更像是一笔纯正的巴菲特式投资,买入被低估的周期股投资,当时中国石油港股的市盈率仅有三倍。\n而芒格对于阿里巴巴的投资与这两笔投资都有不同,更接近于巴菲特对苹果公司的投资。对苹果的投资发生于2016年,当时的苹果正处于被资本市场重新认知的阶段——在此之前很长时间,苹果都被认为只是一家硬件企业。\n\n苹果公司股价表现\n更类似的是,伯克希尔·哈撒韦入股苹果之后,苹果也出现了一波幅度巨大的下跌,以至于有人认为巴菲特的投资失败了。\n如今芒格对阿里巴巴的投资也出现了大幅度的下跌,但这是否意味着未来会如苹果一样被资本市场所重新认知,并恢复上涨?\n芒格的簇拥们、阿里巴巴的股东们都期待着这一天。但如果这笔投资能够最终与伯克希尔·哈撒韦对苹果的投资一样扭转局势,人们需要思考以下的前提条件:\n\n 1.阿里巴巴是否能够在激烈的市场竞争中,给消费者以必选的理由?\n\n\n 2.阿里巴巴是否能够实现估值的提升——从硬件(基础设施)升维到更高层次的、能够被投资者认可并给出高估值的产品?\n\n\n 3.阿里巴巴是否能够在经营层面、管理层面实现顺利平稳的过渡?\n\n\n 4.阿里巴巴是否能够在竞争对手的挑战中越战越勇?\n\n\n 5.阿里巴巴是否能够构筑起被广泛认同的品牌与产品文化?\n\n这些问题的回答,会直接展示出阿里巴巴在困境中是否具有足够的韧性,而这些特质要远比一两年内的财务数据是否亮丽更加重要。\n04 写在最后\n芒格本人对于零售企业的投资有很深刻的认知。\n在接受《证券市场红周刊》的采访时,芒格表示自己一生最成功的三笔投资就是巴菲特、Costco、李录。其中Costco就是全球最成功的仓储超市,这家公司及其罕见地在互联网零售企业的冲击中独善其身,2008年以来股价几乎从未下跌,市值已经逼近2500亿元。\n芒格将Costco定位为“通过天才管理成为行业内翘楚的典型”,这与他对王传福的认可有异曲同工之处。\n但芒格曾经评价马云:“我认为马云评论中国政府的做法非常傲慢。这不是马云应该做的。”\n相比之下,他对于中国经济整体的信心更足,也许这才是他选择买入阿里巴巴最核心的原因:\n\n “我认为中国人在管理经济方面表现得非常精明,他们在管理经济方面取得了比我们更好的成果,而且我相信他们还能够继续下去。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":116644056,"gmtCreate":1622799119075,"gmtModify":1622800890046,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"腾讯这点确实没错,垃圾短视频","listText":"腾讯这点确实没错,垃圾短视频","text":"腾讯这点确实没错,垃圾短视频","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116644056","repostId":"1149968826","repostType":4,"isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389326797,"gmtCreate":1612694461919,"gmtModify":1703764338517,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>听说有散户跳楼了,唉","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>听说有散户跳楼了,唉","text":"$游戏驿站(GME)$听说有散户跳楼了,唉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/389326797","isVote":1,"tweetType":1,"viewCount":2810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312460823,"gmtCreate":1612175197062,"gmtModify":1703758282071,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>现在做空的已经被做空完成的机构盯上了,反转反转再反转,要玩你,华尔街100多年历史,慢慢玩","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>现在做空的已经被做空完成的机构盯上了,反转反转再反转,要玩你,华尔街100多年历史,慢慢玩","text":"$游戏驿站(GME)$现在做空的已经被做空完成的机构盯上了,反转反转再反转,要玩你,华尔街100多年历史,慢慢玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312460823","isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312572036,"gmtCreate":1612171348525,"gmtModify":1703758204810,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>杀爆华尔街,剿灭做空党","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>杀爆华尔街,剿灭做空党","text":"$游戏驿站(GME)$杀爆华尔街,剿灭做空党","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312572036","isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312616199,"gmtCreate":1612139638911,"gmtModify":1703757847560,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>一个个都大佬的不得了,都在分析.周五1点后怎么不看见你们蹦哒?都是小散,都在装","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>一个个都大佬的不得了,都在分析.周五1点后怎么不看见你们蹦哒?都是小散,都在装","text":"$游戏驿站(GME)$一个个都大佬的不得了,都在分析.周五1点后怎么不看见你们蹦哒?都是小散,都在装","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312616199","isVote":1,"tweetType":1,"viewCount":1231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316232669,"gmtCreate":1611933074651,"gmtModify":1703756668842,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>换手率贼低!机构怎么了?肉吃的太少了?","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>换手率贼低!机构怎么了?肉吃的太少了?","text":"$游戏驿站(GME)$换手率贼低!机构怎么了?肉吃的太少了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316232669","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316167108,"gmtCreate":1611922638204,"gmtModify":1703756305742,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>我 觉得 散户 完蛋了","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>我 觉得 散户 完蛋了","text":"$游戏驿站(GME)$我 觉得 散户 完蛋了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/316167108","isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316328702,"gmtCreate":1611917151106,"gmtModify":1703756181279,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>在座的各位,摸着良心,哪个不是偷偷的进村,打枪的不要?都是捞一笔就走的货,全都在待价而沽","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>在座的各位,摸着良心,哪个不是偷偷的进村,打枪的不要?都是捞一笔就走的货,全都在待价而沽","text":"$游戏驿站(GME)$在座的各位,摸着良心,哪个不是偷偷的进村,打枪的不要?都是捞一笔就走的货,全都在待价而沽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/316328702","isVote":1,"tweetType":1,"viewCount":1990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":334067343,"gmtCreate":1610674651282,"gmtModify":1703746132156,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>兄弟们,千万不要一拥而上杠杆做多啊,小心华尔街机构故意爆仓,大家稳健抬升","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>兄弟们,千万不要一拥而上杠杆做多啊,小心华尔街机构故意爆仓,大家稳健抬升","text":"$Tilray Inc.(TLRY)$兄弟们,千万不要一拥而上杠杆做多啊,小心华尔街机构故意爆仓,大家稳健抬升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/334067343","isVote":1,"tweetType":1,"viewCount":4219,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571198801736990","authorId":"3571198801736990","name":"T20230110042","avatar":"https://static.tigerbbs.com/60faca8406c6285053749dba260a54dc","crmLevel":1,"crmLevelSwitch":0},"content":"是不是该跑路了?","text":"是不是该跑路了?","html":"是不是该跑路了?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332576748,"gmtCreate":1610445809484,"gmtModify":1703744337474,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTBT\">$Bit Digital,Inc(BTBT)$</a>一篇野报道吓到百万熊师...过几天说不定出个乌龙","listText":"<a href=\"https://laohu8.com/S/BTBT\">$Bit Digital,Inc(BTBT)$</a>一篇野报道吓到百万熊师...过几天说不定出个乌龙","text":"$Bit Digital,Inc(BTBT)$一篇野报道吓到百万熊师...过几天说不定出个乌龙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/332576748","isVote":1,"tweetType":1,"viewCount":3789,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540527403596443","authorId":"3540527403596443","name":"123reckless","avatar":"https://static.tigerbbs.com/e42df08ba23c70eda4f04b481a73edf4","crmLevel":5,"crmLevelSwitch":0},"content":"我刚联系$Bit Digital,Inc(BTBT)$ 老板,他说今天会拉BTBT上涨15%以上,一周内让BTBT翻番!让做空的骗子公司短裤都赔掉!","text":"我刚联系$Bit Digital,Inc(BTBT)$ 老板,他说今天会拉BTBT上涨15%以上,一周内让BTBT翻番!让做空的骗子公司短裤都赔掉!","html":"我刚联系$Bit Digital,Inc(BTBT)$ 老板,他说今天会拉BTBT上涨15%以上,一周内让BTBT翻番!让做空的骗子公司短裤都赔掉!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336984101,"gmtCreate":1610011032503,"gmtModify":1703742009235,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>会不会跌啊","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>会不会跌啊","text":"$Sundial Growers Inc.(SNDL)$会不会跌啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/336984101","isVote":1,"tweetType":1,"viewCount":2555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389326797,"gmtCreate":1612694461919,"gmtModify":1703764338517,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>听说有散户跳楼了,唉","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>听说有散户跳楼了,唉","text":"$游戏驿站(GME)$听说有散户跳楼了,唉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/389326797","isVote":1,"tweetType":1,"viewCount":2810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399011580,"gmtCreate":1605883169140,"gmtModify":1703840269758,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>你它娘的,老子的意大利炮你倒是给老子拉上来啊!二营长,把他娘的拉下去毙了,鹏二狗和蔚老二都攻上山头了!","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>你它娘的,老子的意大利炮你倒是给老子拉上来啊!二营长,把他娘的拉下去毙了,鹏二狗和蔚老二都攻上山头了!","text":"$理想汽车(LI)$你它娘的,老子的意大利炮你倒是给老子拉上来啊!二营长,把他娘的拉下去毙了,鹏二狗和蔚老二都攻上山头了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/399011580","isVote":1,"tweetType":1,"viewCount":777,"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},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~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]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~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]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~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":316328702,"gmtCreate":1611917151106,"gmtModify":1703756181279,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>在座的各位,摸着良心,哪个不是偷偷的进村,打枪的不要?都是捞一笔就走的货,全都在待价而沽","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>在座的各位,摸着良心,哪个不是偷偷的进村,打枪的不要?都是捞一笔就走的货,全都在待价而沽","text":"$游戏驿站(GME)$在座的各位,摸着良心,哪个不是偷偷的进村,打枪的不要?都是捞一笔就走的货,全都在待价而沽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/316328702","isVote":1,"tweetType":1,"viewCount":1990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650598683,"gmtCreate":1679362952542,"gmtModify":1679362955064,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a>上次这么惨,还是GME散户大逼空的时候","listText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a>上次这么惨,还是GME散户大逼空的时候","text":"$第一共和银行(FRC)$ 上次这么惨,还是GME散户大逼空的时候","images":[{"img":"https://static.tigerbbs.com/1662926206522175dff0f5b7b972c79d","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/650598683","isVote":1,"tweetType":1,"viewCount":6697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":318197711,"gmtCreate":1611845604133,"gmtModify":1703754927895,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>散户已经开始输了,华尔街在做波动了","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>散户已经开始输了,华尔街在做波动了","text":"$游戏驿站(GME)$散户已经开始输了,华尔街在做波动了","images":[{"img":"https://static.tigerbbs.com/c7ce999c5b64f1abbbdc702b6bc8ee2d","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/318197711","isVote":1,"tweetType":1,"viewCount":1388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":335336281,"gmtCreate":1610527845843,"gmtModify":1703744955449,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>纽约推动菠菜(博彩)在线模式,利好fubo啊,看好.不过到年底中间可能来回蒸蛋[可爱] ","listText":"<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>纽约推动菠菜(博彩)在线模式,利好fubo啊,看好.不过到年底中间可能来回蒸蛋[可爱] ","text":"$fuboTV Inc.(FUBO)$纽约推动菠菜(博彩)在线模式,利好fubo啊,看好.不过到年底中间可能来回蒸蛋[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/335336281","isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316232669,"gmtCreate":1611933074651,"gmtModify":1703756668842,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>换手率贼低!机构怎么了?肉吃的太少了?","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>换手率贼低!机构怎么了?肉吃的太少了?","text":"$游戏驿站(GME)$换手率贼低!机构怎么了?肉吃的太少了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316232669","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332315768,"gmtCreate":1610333402054,"gmtModify":1703743541841,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTBT\">$Bit Digital,Inc(BTBT)$</a>今晚要恐慌了","listText":"<a href=\"https://laohu8.com/S/BTBT\">$Bit Digital,Inc(BTBT)$</a>今晚要恐慌了","text":"$Bit Digital,Inc(BTBT)$今晚要恐慌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332315768","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393003583,"gmtCreate":1606207893342,"gmtModify":1703841613055,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>快来啊,各位,赌场押大押小","listText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>快来啊,各位,赌场押大押小","text":"$开心汽车(KXIN)$快来啊,各位,赌场押大押小","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/393003583","isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650164558,"gmtCreate":1678975404374,"gmtModify":1678975407026,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"目前来看,第一共和银行本来经营情况是良好的,并没有暴雷,但华尔街的饿狼们现在吃掉硅谷银行后仍不满足,将做空的目光看向了第一共和,搞不好的话第一共和也要步硅谷银行后尘。这两家公司也是无妄之灾[冷漠] ","listText":"目前来看,第一共和银行本来经营情况是良好的,并没有暴雷,但华尔街的饿狼们现在吃掉硅谷银行后仍不满足,将做空的目光看向了第一共和,搞不好的话第一共和也要步硅谷银行后尘。这两家公司也是无妄之灾[冷漠] ","text":"目前来看,第一共和银行本来经营情况是良好的,并没有暴雷,但华尔街的饿狼们现在吃掉硅谷银行后仍不满足,将做空的目光看向了第一共和,搞不好的话第一共和也要步硅谷银行后尘。这两家公司也是无妄之灾[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650164558","isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312616199,"gmtCreate":1612139638911,"gmtModify":1703757847560,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>一个个都大佬的不得了,都在分析.周五1点后怎么不看见你们蹦哒?都是小散,都在装","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>一个个都大佬的不得了,都在分析.周五1点后怎么不看见你们蹦哒?都是小散,都在装","text":"$游戏驿站(GME)$一个个都大佬的不得了,都在分析.周五1点后怎么不看见你们蹦哒?都是小散,都在装","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312616199","isVote":1,"tweetType":1,"viewCount":1231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316167108,"gmtCreate":1611922638204,"gmtModify":1703756305742,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>我 觉得 散户 完蛋了","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>我 觉得 散户 完蛋了","text":"$游戏驿站(GME)$我 觉得 散户 完蛋了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/316167108","isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650845556,"gmtCreate":1679061095875,"gmtModify":1679061097631,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a>现在战争转变为空头和大批华尔街银行干了[微笑] ,我就不信小散能砸这么狠,这么控盘[呆住] 。我反正买在山顶,跟空头干了[冷漠] ","listText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a>现在战争转变为空头和大批华尔街银行干了[微笑] ,我就不信小散能砸这么狠,这么控盘[呆住] 。我反正买在山顶,跟空头干了[冷漠] ","text":"$第一共和银行(FRC)$ 现在战争转变为空头和大批华尔街银行干了[微笑] ,我就不信小散能砸这么狠,这么控盘[呆住] 。我反正买在山顶,跟空头干了[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650845556","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338656187,"gmtCreate":1609903812849,"gmtModify":1703741199306,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>咚咚咚,抓赌了啊!!!大家快跑!此情此景,就像在座的各位,狼奔豕突...(我在村口看见警察就跑了)","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>咚咚咚,抓赌了啊!!!大家快跑!此情此景,就像在座的各位,狼奔豕突...(我在村口看见警察就跑了)","text":"$Sundial Growers Inc.(SNDL)$咚咚咚,抓赌了啊!!!大家快跑!此情此景,就像在座的各位,狼奔豕突...(我在村口看见警察就跑了)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/338656187","isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399651380,"gmtCreate":1606128333940,"gmtModify":1703841010426,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>我在旁边嗑瓜子看你们赌@—@","listText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>我在旁边嗑瓜子看你们赌@—@","text":"$开心汽车(KXIN)$我在旁边嗑瓜子看你们赌@—@","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399651380","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":116644056,"gmtCreate":1622799119075,"gmtModify":1622800890046,"author":{"id":"3563258924005349","authorId":"3563258924005349","name":"KARRER","avatar":"https://static.tigerbbs.com/6fd56e718cfdb2121323dd8e6a387434","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"腾讯这点确实没错,垃圾短视频","listText":"腾讯这点确实没错,垃圾短视频","text":"腾讯这点确实没错,垃圾短视频","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116644056","repostId":"1149968826","repostType":4,"isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}