拉基A钴的个人主页 - 老虎社区

拉基A钴

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0勋章

2022-12-01

$NQ100指数主连 2212(NQmain)$ 瀑布杀

2022-07-11

$A50指数主连 2207(CNmain)$天天跌，

2022-06-22

$NQ100指数主连 2209(NQmain)$跌两个点都能拉起来

2022-06-13

$NQ100指数主连 2206(NQmain)$完了，芭比Q了

2022-04-21

$A50指数主连 2204(CNmain)$ 收盘了，开始涨

2022-03-09

$A50指数主连 2203(CNmain)$ 见证奇迹了

2022-03-08

$A50指数主连 2203(CNmain)$ 收盘必涨

2022-03-02

$NQ100指数主连 2203(NQmain)$ 港股等着A股收盘，美股期指等着港股收盘，都是会玩的。

2022-03-01

$NQ100指数主连 2203(NQmain)$ A股开盘，跌。A股收盘，涨

2022-02-23

$NQ100指数主连 2203(NQmain)$ 狗咬狗，受伤的是A股，没有做空机制，明天集体活埋

2022-02-22

$WTI原油主连 2204(CLmain)$ 洲际油气，必须的！

2022-02-16

有本事来A股

抱歉，原内容已删除

2022-02-14

$NQ100指数主连 2203(NQmain)$ 只有A股受伤的一天

2022-02-14

受伤最大的，必然是A股

抱歉，原内容已删除

2022-02-14

$NQ100指数主连 2203(NQmain)$ 受伤害最大的还是某国万年3000的吧？

2022-01-31

$A50指数2202(CN2202)$ 休市大涨，开市大跌，剧本安排明明白白

2022-01-27

国外只会涨，学学A股，一年跌法都不带重复的

抱歉，原内容已删除

2022-01-21

$纳斯达克(.IXIC)$暴跌后纳指应该维持12000-14000之间了

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2209(NQmain)$跌两个点都能拉起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683049092","isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680645771,"gmtCreate":1655079208994,"gmtModify":1704861009922,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2206(NQmain)$</a>完了，芭比Q了","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2206(NQmain)$</a>完了，芭比Q了","text":"$NQ100指数主连 2206(NQmain)$完了，芭比Q了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/680645771","isVote":1,"tweetType":1,"viewCount":7922,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576491799391199","authorId":"3576491799391199","name":"稳坐钓鱼台","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"idStr":"3576491799391199","authorIdStr":"3576491799391199"},"content":"不慌，他们恐惧我抄底","text":"不慌，他们恐惧我抄底","html":"不慌，他们恐惧我抄底"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611273874,"gmtCreate":1650524882299,"gmtModify":1650524882299,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2204(CNmain)$ &nbsp;</a>收盘了，开始涨","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2204(CNmain)$ &nbsp;</a>收盘了，开始涨","text":"$A50指数主连 2204(CNmain)$ 收盘了，开始涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611273874","isVote":1,"tweetType":1,"viewCount":1638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635954058,"gmtCreate":1646810480780,"gmtModify":1646810480780,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2203(CNmain)$ &nbsp;</a>见证奇迹了","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2203(CNmain)$ &nbsp;</a>见证奇迹了","text":"$A50指数主连 2203(CNmain)$ 见证奇迹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635954058","isVote":1,"tweetType":1,"viewCount":1443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632779675,"gmtCreate":1646724094946,"gmtModify":1646724094946,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2203(CNmain)$ &nbsp;</a>收盘必涨","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2203(CNmain)$ &nbsp;</a>收盘必涨","text":"$A50指数主连 2203(CNmain)$ 收盘必涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632779675","isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632925361,"gmtCreate":1646209766649,"gmtModify":1646209766649,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>港股等着A股收盘，美股期指等着港股收盘，都是会玩的。","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>港股等着A股收盘，美股期指等着港股收盘，都是会玩的。","text":"$NQ100指数主连 2203(NQmain)$ 港股等着A股收盘，美股期指等着港股收盘，都是会玩的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632925361","isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636739292,"gmtCreate":1646095660482,"gmtModify":1646095660482,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>A股开盘，跌。A股收盘，涨","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>A股开盘，跌。A股收盘，涨","text":"$NQ100指数主连 2203(NQmain)$ A股开盘，跌。A股收盘，涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636739292","isVote":1,"tweetType":1,"viewCount":1606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636920297,"gmtCreate":1645631766447,"gmtModify":1645633207849,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>狗咬狗，受伤的是A股，没有做空机制，明天集体活埋","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>狗咬狗，受伤的是A股，没有做空机制，明天集体活埋","text":"$NQ100指数主连 2203(NQmain)$ 狗咬狗，受伤的是A股，没有做空机制，明天集体活埋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/636920297","isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638707744,"gmtCreate":1645518316868,"gmtModify":1645518316868,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2204(CLmain)$ &nbsp;</a>洲际油气，必须的！","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2204(CLmain)$ &nbsp;</a>洲际油气，必须的！","text":"$WTI原油主连 2204(CLmain)$ 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href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>只有A股受伤的一天","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>只有A股受伤的一天","text":"$NQ100指数主连 2203(NQmain)$ 只有A股受伤的一天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631527575","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631261927,"gmtCreate":1644796883044,"gmtModify":1644796883044,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"受伤最大的，必然是A股","listText":"受伤最大的，必然是A股","text":"受伤最大的，必然是A股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631261927","repostId":"1128075445","repostType":2,"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631269808,"gmtCreate":1644796120105,"gmtModify":1644796120105,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a 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2206(NQmain)$</a>完了，芭比Q了","text":"$NQ100指数主连 2206(NQmain)$完了，芭比Q了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/680645771","isVote":1,"tweetType":1,"viewCount":7922,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576491799391199","authorId":"3576491799391199","name":"稳坐钓鱼台","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"idStr":"3576491799391199","authorIdStr":"3576491799391199"},"content":"不慌，他们恐惧我抄底","text":"不慌，他们恐惧我抄底","html":"不慌，他们恐惧我抄底"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631269808,"gmtCreate":1644796120105,"gmtModify":1644796120105,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a 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受伤害最大的还是某国万年3000的吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631269808","isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638938529,"gmtCreate":1645020397598,"gmtModify":1645020397598,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"有本事来A股","listText":"有本事来A股","text":"有本事来A股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638938529","repostId":"1175916852","repostType":2,"repost":{"id":"1175916852","kind":"news","pubTimestamp":1645014736,"share":"https://www.laohu8.com/m/news/1175916852?lang=&edition=full","pubTime":"2022-02-16 20:32","market":"us","language":"zh","title":"小人物逆袭：印度小伙11年押注1家公司，去年暴赚20亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1175916852","media":"华尔街见闻","summary":"在永不停歇的资本市场里，时刻都有人在演绎着自己的故事。","content":"<html><head></head><body><p>作者：朱雪莹</p><p>在永不停歇的资本市场里，时刻都有人在演绎着自己的故事。</p><p>只不过有的人上演亏损传奇，比如一举将<a href=\"https://laohu8.com/S/GS\">高盛</a>撂倒，创下“人类史上最大单日亏损”的Bill Hwang，但有的人则缔造狂赚传说，用“11年20亿”来证明自己坚持的意义。</p><p>他就是Karthik Sarma。</p><p><b>01“平平无奇”Karthik Sarma，一朝登顶</b></p><p>在彭博社发布2021年度对冲基金经理收入排行榜之前，很少有人知道Karthik Sarma，外界最多就是知道他之前在老虎环球工作过。</p><p>然而当老虎环球的创始人Chase Coleman都被挤出排行榜，<b>Sarma却一举闯进年度收入前三甲时</b>，大家纷纷扒开他的简历从头看到尾，仔细程度就像是能看出他是怎么赚钱的一样。</p><p><img src=\"https://static.tigerbbs.com/20d5631d4ded80529739333c3940cddb\" tg-width=\"777\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/5500e4438cbcb0b5d7b005d69b3e8d00\" tg-width=\"774\" tg-height=\"756\" referrerpolicy=\"no-referrer\"/></p><p>Karthik Sarma，印度人，在人生的前20多年都在认真践行一个优秀印度人会有的人生轨迹：</p><p>学工程，去美国，做金融。</p><p><img src=\"https://static.tigerbbs.com/9683d1903ce50341dafa33502394d522\" tg-width=\"1080\" tg-height=\"548\" referrerpolicy=\"no-referrer\"/></p><p>Sarma1996年从印度理工学院毕业，之后去了美国普林斯顿大学攻读运筹学硕士。</p><p>毕业之后先在麦肯锡工作了三年，随后在2001年加入了当时才成立不久的老虎环球，当时江湖传言他是老虎环球“最有天分”的员工。</p><p>干了五年之后，Sarma自立门户，创立了SRS Investment Management，正式开启了自己在华尔街的精彩人生。</p><p>或许是厌倦了上学期间“循规蹈矩”的生活，Sarma的行事作风和走精英路线的传统华尔街金融人士很不相同。</p><p>你以为的华尔街基金经理都是这样：西装革履，眼神中满是思索。</p><p><img src=\"https://static.tigerbbs.com/ddac3a54a60d590150bfa3cc1e488136\" tg-width=\"540\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/></p><p>但Sarma看起来是这样：休闲衬衣，眼神中好像还略带懵懂。</p><p><img src=\"https://static.tigerbbs.com/92a1d7f5f6652207e8a148f140130aba\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/></p><p>你以为他的办公室应该是这样：N个屏幕，即刻洞悉全球金融态势。</p><p><img src=\"https://static.tigerbbs.com/f4beca9bdd2dc8a7934ae43e1fca1e40\" tg-width=\"550\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>但其实Sarma在疫情之后一直住在他姐姐家里，办公环境大概是这种：一台电脑，屏幕可能还没有你家的大。</p><p><img src=\"https://static.tigerbbs.com/33f9ff841d96d63c3a176af9edd25dd9\" tg-width=\"550\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p>这确实很不“华尔街”。</p><p>虽然看起来Sarma的生活没有很多金融人士那么精致，但是这并不妨碍他在赚钱方面一骑绝尘。</p><p>2021年Sarma本人大赚20亿美元，个人净资产直接增加了两倍，而这些都要归功于他11年来的坚持不懈，11年来对一只股票的重金押注。</p><p>那就是<a href=\"https://laohu8.com/S/CAR\">安飞士</a>（Avis Budget Group）——一家全球性汽车租赁公司。</p><p><b>02一天爆赚50亿！</b></p><p>一只股就能赚几十亿？</p><p>能，只要买得够多，涨得够猛。</p><p>那先看看SRS买了多少安飞士。</p><p>从SRS截止2021年12月31日的第四季度持仓报告（13F）中可以看出，安飞士在SRS的投资组合中排名第一，持仓约1843.09万股，持仓市值约36.98亿，占投资组合比例高达44.41%。</p><p><img src=\"https://static.tigerbbs.com/448ee08768b5ce7faefaa1dc5d3075cf\" tg-width=\"894\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/></p><p>然后再去看看安飞士去年的股价。</p><p><img src=\"https://static.tigerbbs.com/cd9603b7b126a0e915bc7bc1073f064c\" tg-width=\"1080\" tg-height=\"515\" referrerpolicy=\"no-referrer\"/></p><p>整体看来就是“平平无奇”，除了11月2号那一天。</p><p>根据彭博社透露，当时先是安飞士Q3净利刷新历史新高引爆氛围，再是CEO表示将在“电动车普及方面发布重要作用”更是点燃爆炸引线，11月2日安飞士股价一度暴涨200%，带动SRS在短短数小时内爆赚53.5亿美元。</p><p><img src=\"https://static.tigerbbs.com/04bc51aecfc3cea05f54fb289f40eb30\" tg-width=\"946\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p>算上11月2日这传奇一天，安飞士2021年总共涨了456%，SRS赚得盆满钵满，收益率达到35%。</p><p>而其中有一只基金满仓安飞士，由Sarma本人持有90%的份额。</p><p>或许会有人觉得和其他对冲基金相比，这点盈利不值一提。但是和动辄数百亿规模的基金相比，SRS的资金规模才80亿美元。</p><p><b>0311年终得回报，小人物也能逆袭</b></p><p>性格决定命运，这已经是一句老生常谈的话，但是却在Sarma身上得到了很好的印证。</p><p>我们只看到了2021年Sarma在<b>安飞士</b>上的大举获胜，却没有仔细想想他在<b>这只个股上花了足足11年的光阴，而前十年总共的收益率也才刚刚翻倍。</b></p><p><img src=\"https://static.tigerbbs.com/cb6aecc66b59834373ba7b4244e8a4d3\" tg-width=\"1024\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/></p><p>Sarma大获全胜，和他稳重的投资方式密不可分。</p><p>他风格稳健，不青睐高杠杆；</p><p>他风控严格，通常在投资组合中做多25只个股，做空35只个股，净敞口低于同行水平；</p><p>他信念坚定，认为只要满足要求，就不在意长期重仓单一个股；</p><p>他目光长远，长期押注安飞士，因为他认为“能以高性价比的方式来管理车队的公司，对于人类未来的交通发展极具价值。”</p><p>所以自2007年以来，Sarma旗下基金的年化收益率为12%，跑赢了标普500指数的11%。</p><p>他或许曾经在高手<a href=\"https://laohu8.com/S/YJ\">云集</a>的华尔街，是一个名不见经传的小人物，但是现在他用真金白银证明了自己，成功逆袭。</p></body></html>","source":"highlight_wallstreetcn","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>小人物逆袭：印度小伙11年押注1家公司，去年暴赚20亿美元</title>\n<style 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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小人物逆袭：印度小伙11年押注1家公司，去年暴赚20亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-16 20:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3652071><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：朱雪莹在永不停歇的资本市场里，时刻都有人在演绎着自己的故事。只不过有的人上演亏损传奇，比如一举将高盛撂倒，创下“人类史上最大单日亏损”的Bill Hwang，但有的人则缔造狂赚传说，用“11年20亿”来证明自己坚持的意义。他就是Karthik Sarma。01“平平无奇”Karthik Sarma，一朝登顶在彭博社发布2021年度对冲基金经理收入排行榜之前，很少有人知道Karthik ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3652071\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd0f94887b15b0dd86bfcd8dfac01eec","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3652071","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1175916852","content_text":"作者：朱雪莹在永不停歇的资本市场里，时刻都有人在演绎着自己的故事。只不过有的人上演亏损传奇，比如一举将高盛撂倒，创下“人类史上最大单日亏损”的Bill Hwang，但有的人则缔造狂赚传说，用“11年20亿”来证明自己坚持的意义。他就是Karthik Sarma。01“平平无奇”Karthik Sarma，一朝登顶在彭博社发布2021年度对冲基金经理收入排行榜之前，很少有人知道Karthik Sarma，外界最多就是知道他之前在老虎环球工作过。然而当老虎环球的创始人Chase Coleman都被挤出排行榜，Sarma却一举闯进年度收入前三甲时，大家纷纷扒开他的简历从头看到尾，仔细程度就像是能看出他是怎么赚钱的一样。Karthik Sarma，印度人，在人生的前20多年都在认真践行一个优秀印度人会有的人生轨迹：学工程，去美国，做金融。Sarma1996年从印度理工学院毕业，之后去了美国普林斯顿大学攻读运筹学硕士。毕业之后先在麦肯锡工作了三年，随后在2001年加入了当时才成立不久的老虎环球，当时江湖传言他是老虎环球“最有天分”的员工。干了五年之后，Sarma自立门户，创立了SRS Investment Management，正式开启了自己在华尔街的精彩人生。或许是厌倦了上学期间“循规蹈矩”的生活，Sarma的行事作风和走精英路线的传统华尔街金融人士很不相同。你以为的华尔街基金经理都是这样：西装革履，眼神中满是思索。但Sarma看起来是这样：休闲衬衣，眼神中好像还略带懵懂。你以为他的办公室应该是这样：N个屏幕，即刻洞悉全球金融态势。但其实Sarma在疫情之后一直住在他姐姐家里，办公环境大概是这种：一台电脑，屏幕可能还没有你家的大。这确实很不“华尔街”。虽然看起来Sarma的生活没有很多金融人士那么精致，但是这并不妨碍他在赚钱方面一骑绝尘。2021年Sarma本人大赚20亿美元，个人净资产直接增加了两倍，而这些都要归功于他11年来的坚持不懈，11年来对一只股票的重金押注。那就是安飞士（Avis Budget Group）——一家全球性汽车租赁公司。02一天爆赚50亿！一只股就能赚几十亿？能，只要买得够多，涨得够猛。那先看看SRS买了多少安飞士。从SRS截止2021年12月31日的第四季度持仓报告（13F）中可以看出，安飞士在SRS的投资组合中排名第一，持仓约1843.09万股，持仓市值约36.98亿，占投资组合比例高达44.41%。然后再去看看安飞士去年的股价。整体看来就是“平平无奇”，除了11月2号那一天。根据彭博社透露，当时先是安飞士Q3净利刷新历史新高引爆氛围，再是CEO表示将在“电动车普及方面发布重要作用”更是点燃爆炸引线，11月2日安飞士股价一度暴涨200%，带动SRS在短短数小时内爆赚53.5亿美元。算上11月2日这传奇一天，安飞士2021年总共涨了456%，SRS赚得盆满钵满，收益率达到35%。而其中有一只基金满仓安飞士，由Sarma本人持有90%的份额。或许会有人觉得和其他对冲基金相比，这点盈利不值一提。但是和动辄数百亿规模的基金相比，SRS的资金规模才80亿美元。0311年终得回报，小人物也能逆袭性格决定命运，这已经是一句老生常谈的话，但是却在Sarma身上得到了很好的印证。我们只看到了2021年Sarma在安飞士上的大举获胜，却没有仔细想想他在这只个股上花了足足11年的光阴，而前十年总共的收益率也才刚刚翻倍。Sarma大获全胜，和他稳重的投资方式密不可分。他风格稳健，不青睐高杠杆；他风控严格，通常在投资组合中做多25只个股，做空35只个股，净敞口低于同行水平；他信念坚定，认为只要满足要求，就不在意长期重仓单一个股；他目光长远，长期押注安飞士，因为他认为“能以高性价比的方式来管理车队的公司，对于人类未来的交通发展极具价值。”所以自2007年以来，Sarma旗下基金的年化收益率为12%，跑赢了标普500指数的11%。他或许曾经在高手云集的华尔街，是一个名不见经传的小人物，但是现在他用真金白银证明了自己，成功逆袭。","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639683328,"gmtCreate":1643274748716,"gmtModify":1643274748716,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"国外只会涨，学学A股，一年跌法都不带重复的","listText":"国外只会涨，学学A股，一年跌法都不带重复的","text":"国外只会涨，学学A股，一年跌法都不带重复的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639683328","repostId":"1192714153","repostType":2,"repost":{"id":"1192714153","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643274321,"share":"https://www.laohu8.com/m/news/1192714153?lang=&edition=full","pubTime":"2022-01-27 17:05","market":"other","language":"zh","title":"美国股指期货V型反弹，纳指期货转涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1192714153","media":"老虎资讯综合","summary":"1月27日，美国三大股指期货盘前回升，纳指期货转涨，此前一度跌超2%，标普500指数期货跌幅收窄至0.09%，此前跌超1.6%","content":"<html><head></head><body><p>1月27日，美国三大股指期货盘前回升，纳指期货转涨，此前一度跌超2%，标普500指数期货跌幅收窄至0.09%，此前跌超1.6%</p><p><img src=\"https://static.tigerbbs.com/01b857b0ea1196eb43d87ad78b0c1628\" tg-width=\"889\" tg-height=\"825\" width=\"100%\" height=\"auto\"/></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>美国股指期货V型反弹，纳指期货转涨</title>\n<style 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17:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月27日，美国三大股指期货盘前回升，纳指期货转涨，此前一度跌超2%，标普500指数期货跌幅收窄至0.09%，此前跌超1.6%</p><p><img src=\"https://static.tigerbbs.com/01b857b0ea1196eb43d87ad78b0c1628\" tg-width=\"889\" tg-height=\"825\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"VIX":"标普500波动率指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192714153","content_text":"1月27日，美国三大股指期货盘前回升，纳指期货转涨，此前一度跌超2%，标普500指数期货跌幅收窄至0.09%，此前跌超1.6%","news_type":1},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632925361,"gmtCreate":1646209766649,"gmtModify":1646209766649,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>港股等着A股收盘，美股期指等着港股收盘，都是会玩的。","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>港股等着A股收盘，美股期指等着港股收盘，都是会玩的。","text":"$NQ100指数主连 2203(NQmain)$ 港股等着A股收盘，美股期指等着港股收盘，都是会玩的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632925361","isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636920297,"gmtCreate":1645631766447,"gmtModify":1645633207849,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>狗咬狗，受伤的是A股，没有做空机制，明天集体活埋","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>狗咬狗，受伤的是A股，没有做空机制，明天集体活埋","text":"$NQ100指数主连 2203(NQmain)$ 狗咬狗，受伤的是A股，没有做空机制，明天集体活埋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/636920297","isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631527575,"gmtCreate":1644843085682,"gmtModify":1644843085682,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>只有A股受伤的一天","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ &nbsp;</a>只有A股受伤的一天","text":"$NQ100指数主连 2203(NQmain)$ 只有A股受伤的一天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631527575","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631261927,"gmtCreate":1644796883044,"gmtModify":1644796883044,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"受伤最大的，必然是A股","listText":"受伤最大的，必然是A股","text":"受伤最大的，必然是A股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631261927","repostId":"1128075445","repostType":2,"repost":{"id":"1128075445","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644793234,"share":"https://www.laohu8.com/m/news/1128075445?lang=&edition=full","pubTime":"2022-02-14 07:00","market":"hk","language":"zh","title":"本周前瞻：美联储会议纪要来袭！英伟达公布财报","url":"https://stock-news.laohu8.com/highlight/detail?id=1128075445","media":"老虎资讯综合","summary":"摘要：本周美联储将公布1月会议纪要、恒生指数公司将宣布新的检讨结果；美国零售销售月率、美国初请失业金等数据出炉；$沃尔玛$、$英伟达$、$思科$等公司将公布财报业绩。事实上，美联储审查和决定联邦储备银行收取的预付利率和贴现率的闭门会议，本身就是美联储惯例的日程安排。","content":"<html><head></head><body><blockquote><b>摘要：</b>本周美联储将公布1月会议纪要、恒生指数公司将宣布新的检讨结果；美国零售销售月率、美国初请失业金等数据出炉；<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/CSCO\">思科</a>等公司将公布财报业绩。</blockquote><p><img src=\"https://static.tigerbbs.com/0fa23b5bea810b0bdd42a63f46561808\" tg-width=\"1878\" tg-height=\"2048\" referrerpolicy=\"no-referrer\"/></p><p><b><b>周一关键词：</b></b><b>美联储今年票委布拉德发表讲话；</b><b><b>美华国际IPO</b></b></p><p><b>事件方面：</b>重点留意美联储今年票委布拉德在CNBC上的采访，其将继续就经济和货币政策前景进行公开发言。</p><p><b>新股方面：</b>一次性医疗设备供应商美华国际将登陆纳斯达克。</p><p><b>周二关键词：美国PPI；美联储理事会召开闭门会议；Roblox财报</b></p><p><img src=\"https://static.tigerbbs.com/1db19e146c99ea293f3299fbd0737680\" tg-width=\"535\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>数据方面：</b>关注美国PPI月率。美国12月整体PPI比11月小幅上升0.2%，低于预估的0.4%，更远小于11月时的1.0%升幅（修正后数字）；与一年前相比，升幅仍高达9.7%，比11月及市场预估的升幅9.8%微降。</p><p><b>事件方面：</b>美联储理事会召开闭门会议，审查并决定放贷比例和贴现率。从过往经历来看，美联储类似的闭门会议其实并没有任何的特殊之处。事实上，美联储审查和决定联邦储备银行收取的预付利率和贴现率的闭门会议，本身就是美联储惯例的日程安排。</p><p><b>财报方面：</b>Roblox将于美股盘后发布财报。</p><p><b>周三关键词：中国CPI；美国零售销售月率；英伟达、思科、Shopify财报</b></p><p><img src=\"https://static.tigerbbs.com/690706be7de6a57e27197d25d751ed6c\" tg-width=\"535\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p><b>数据方面：</b>国家统计局将公布1月份CPI数据、美国将公布零售销售月率。</p><p>中国1月消费者价格通胀可能放缓，受食品价格下跌影响，同比涨幅将跌破1%。预计1月份CPI同比上涨0.9%，低于2021年12月的1.5%。</p><p>美国12月零售额较11月骤减1.9％，创下10个月来最大降幅，凸显新变种病毒蔓延引发忧虑，和通胀居高不下冲击消费者需求。</p><p><b>财报方面：<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、<a href=\"https://laohu8.com/S/HLT\">希尔顿酒店</a>、Shopify将于美股盘前发布财报；英伟达、思科将于美股盘后发布财报。</b></p><p><b>周四关键词：美国初请；美联储FOMC公布货币政策会议纪要；沃尔玛、</b><b>Roku</b><b>财报</b></p><p><img src=\"https://static.tigerbbs.com/7c96e25d0b0d68f25d65f6fed0c25f61\" tg-width=\"535\" tg-height=\"212\" referrerpolicy=\"no-referrer\"/></p><p><b>数据方面：</b>美国初请失业金人数连续第三周下降，表明就业市场正从奥密克戎蔓延中恢复。美国劳工部周四公布的数据显示，截至2月5日的当周，首次申请失业救济人数为22.3万，较上一统计周减少约1.6万，低于经济学家预测的23万。初请失业金人数仍有进一步下降的空间。</p><p><b>事件方面：</b>美联储FOMC还将公布会议纪要。市场将密切关注决策者有关加息计划、通胀前景和资产负债表评论的新见解。</p><p><b>财报方面：</b>沃尔玛将于美股盘前发布财报；Roku将于美股盘后发布财报。</p><p><b>周五关键词：恒生指数公司宣布新的检讨结果；汇通达网络上市</b></p><p><img src=\"https://static.tigerbbs.com/1e183cc0b39f1e0bd40dc5ab69fc7b68\" tg-width=\"535\" tg-height=\"193\" referrerpolicy=\"no-referrer\"/></p><p><b>事件方面：</b>美联储今年票委布拉德、2023年票委埃文斯和美联储理事沃勒分别就美国经济和货币政策前景发表讲话。</p><p>恒生指数公司将公布2021年第四季度之恒生指数系列检讨结果。</p><p><b>新股方面：</b>汇通达网络将赴港上市。</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>本周前瞻：美联储会议纪要来袭！英伟达公布财报</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; 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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本周前瞻：美联储会议纪要来袭！英伟达公布财报\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-02-14 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：</b>本周美联储将公布1月会议纪要、恒生指数公司将宣布新的检讨结果；美国零售销售月率、美国初请失业金等数据出炉；<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/CSCO\">思科</a>等公司将公布财报业绩。</blockquote><p><img src=\"https://static.tigerbbs.com/0fa23b5bea810b0bdd42a63f46561808\" tg-width=\"1878\" tg-height=\"2048\" referrerpolicy=\"no-referrer\"/></p><p><b><b>周一关键词：</b></b><b>美联储今年票委布拉德发表讲话；</b><b><b>美华国际IPO</b></b></p><p><b>事件方面：</b>重点留意美联储今年票委布拉德在CNBC上的采访，其将继续就经济和货币政策前景进行公开发言。</p><p><b>新股方面：</b>一次性医疗设备供应商美华国际将登陆纳斯达克。</p><p><b>周二关键词：美国PPI；美联储理事会召开闭门会议；Roblox财报</b></p><p><img src=\"https://static.tigerbbs.com/1db19e146c99ea293f3299fbd0737680\" tg-width=\"535\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>数据方面：</b>关注美国PPI月率。美国12月整体PPI比11月小幅上升0.2%，低于预估的0.4%，更远小于11月时的1.0%升幅（修正后数字）；与一年前相比，升幅仍高达9.7%，比11月及市场预估的升幅9.8%微降。</p><p><b>事件方面：</b>美联储理事会召开闭门会议，审查并决定放贷比例和贴现率。从过往经历来看，美联储类似的闭门会议其实并没有任何的特殊之处。事实上，美联储审查和决定联邦储备银行收取的预付利率和贴现率的闭门会议，本身就是美联储惯例的日程安排。</p><p><b>财报方面：</b>Roblox将于美股盘后发布财报。</p><p><b>周三关键词：中国CPI；美国零售销售月率；英伟达、思科、Shopify财报</b></p><p><img src=\"https://static.tigerbbs.com/690706be7de6a57e27197d25d751ed6c\" tg-width=\"535\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p><b>数据方面：</b>国家统计局将公布1月份CPI数据、美国将公布零售销售月率。</p><p>中国1月消费者价格通胀可能放缓，受食品价格下跌影响，同比涨幅将跌破1%。预计1月份CPI同比上涨0.9%，低于2021年12月的1.5%。</p><p>美国12月零售额较11月骤减1.9％，创下10个月来最大降幅，凸显新变种病毒蔓延引发忧虑，和通胀居高不下冲击消费者需求。</p><p><b>财报方面：<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、<a href=\"https://laohu8.com/S/HLT\">希尔顿酒店</a>、Shopify将于美股盘前发布财报；英伟达、思科将于美股盘后发布财报。</b></p><p><b>周四关键词：美国初请；美联储FOMC公布货币政策会议纪要；沃尔玛、</b><b>Roku</b><b>财报</b></p><p><img src=\"https://static.tigerbbs.com/7c96e25d0b0d68f25d65f6fed0c25f61\" tg-width=\"535\" tg-height=\"212\" referrerpolicy=\"no-referrer\"/></p><p><b>数据方面：</b>美国初请失业金人数连续第三周下降，表明就业市场正从奥密克戎蔓延中恢复。美国劳工部周四公布的数据显示，截至2月5日的当周，首次申请失业救济人数为22.3万，较上一统计周减少约1.6万，低于经济学家预测的23万。初请失业金人数仍有进一步下降的空间。</p><p><b>事件方面：</b>美联储FOMC还将公布会议纪要。市场将密切关注决策者有关加息计划、通胀前景和资产负债表评论的新见解。</p><p><b>财报方面：</b>沃尔玛将于美股盘前发布财报；Roku将于美股盘后发布财报。</p><p><b>周五关键词：恒生指数公司宣布新的检讨结果；汇通达网络上市</b></p><p><img src=\"https://static.tigerbbs.com/1e183cc0b39f1e0bd40dc5ab69fc7b68\" tg-width=\"535\" tg-height=\"193\" referrerpolicy=\"no-referrer\"/></p><p><b>事件方面：</b>美联储今年票委布拉德、2023年票委埃文斯和美联储理事沃勒分别就美国经济和货币政策前景发表讲话。</p><p>恒生指数公司将公布2021年第四季度之恒生指数系列检讨结果。</p><p><b>新股方面：</b>汇通达网络将赴港上市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128075445","content_text":"摘要：本周美联储将公布1月会议纪要、恒生指数公司将宣布新的检讨结果；美国零售销售月率、美国初请失业金等数据出炉；沃尔玛、英伟达、思科等公司将公布财报业绩。周一关键词：美联储今年票委布拉德发表讲话；美华国际IPO事件方面：重点留意美联储今年票委布拉德在CNBC上的采访，其将继续就经济和货币政策前景进行公开发言。新股方面：一次性医疗设备供应商美华国际将登陆纳斯达克。周二关键词：美国PPI；美联储理事会召开闭门会议；Roblox财报数据方面：关注美国PPI月率。美国12月整体PPI比11月小幅上升0.2%，低于预估的0.4%，更远小于11月时的1.0%升幅（修正后数字）；与一年前相比，升幅仍高达9.7%，比11月及市场预估的升幅9.8%微降。事件方面：美联储理事会召开闭门会议，审查并决定放贷比例和贴现率。从过往经历来看，美联储类似的闭门会议其实并没有任何的特殊之处。事实上，美联储审查和决定联邦储备银行收取的预付利率和贴现率的闭门会议，本身就是美联储惯例的日程安排。财报方面：Roblox将于美股盘后发布财报。周三关键词：中国CPI；美国零售销售月率；英伟达、思科、Shopify财报数据方面：国家统计局将公布1月份CPI数据、美国将公布零售销售月率。中国1月消费者价格通胀可能放缓，受食品价格下跌影响，同比涨幅将跌破1%。预计1月份CPI同比上涨0.9%，低于2021年12月的1.5%。美国12月零售额较11月骤减1.9％，创下10个月来最大降幅，凸显新变种病毒蔓延引发忧虑，和通胀居高不下冲击消费者需求。财报方面：卡夫亨氏、希尔顿酒店、Shopify将于美股盘前发布财报；英伟达、思科将于美股盘后发布财报。周四关键词：美国初请；美联储FOMC公布货币政策会议纪要；沃尔玛、Roku财报数据方面：美国初请失业金人数连续第三周下降，表明就业市场正从奥密克戎蔓延中恢复。美国劳工部周四公布的数据显示，截至2月5日的当周，首次申请失业救济人数为22.3万，较上一统计周减少约1.6万，低于经济学家预测的23万。初请失业金人数仍有进一步下降的空间。事件方面：美联储FOMC还将公布会议纪要。市场将密切关注决策者有关加息计划、通胀前景和资产负债表评论的新见解。财报方面：沃尔玛将于美股盘前发布财报；Roku将于美股盘后发布财报。周五关键词：恒生指数公司宣布新的检讨结果；汇通达网络上市事件方面：美联储今年票委布拉德、2023年票委埃文斯和美联储理事沃勒分别就美国经济和货币政策前景发表讲话。恒生指数公司将公布2021年第四季度之恒生指数系列检讨结果。新股方面：汇通达网络将赴港上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633068867,"gmtCreate":1643593702081,"gmtModify":1643593702081,"author":{"id":"3567831542238723","authorId":"3567831542238723","name":"拉基A钴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567831542238723","authorIdStr":"3567831542238723"},"themes":[],"htmlText":"<a 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