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孤单的浪漫

孤单的浪漫

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孤单的浪漫

2021-02-16

$快手-W(01024)$本身没赢利的公司靠机构炒高就以为我们散户会买账吗？自己慢慢玩吧

孤单的浪漫

2021-02-23

$老虎证券(TIGR)$总共就4000多万股这么多用户持股在手还怕不涨吗？默默的加仓……

孤单的浪漫

2020-12-15

$拼多多(PDD)$买过拼多多的人都放心睡觉等明天130赶紧多买点就好现在的淘宝外强中干现在国内除了拼多多还有谁！多少人以前全部淘宝现在淘宝都不打开了打开了查一下价格再去拼多多就直接下单了优势只会越来越大

孤单的浪漫

2021-01-05

$阿里巴巴(BABA)$我为什么买股票？入坑几个月了，涨涨跌跌，我才明白我应该买什么股票，如果一个股票没有给我带来实际收益我为什么要买！追着阿里，追着拼多多，但风险好大，都是吹出来的泡沫，实际阿里拼多多这些年没有给股东分过一点分红，买股票的初衷不是和好公司一起享受公司发展带来的利润吗！反观了一下美股其他像美国电话电报，环球烟草，威瑞森==公司一年4次分红，这才是实实在在的享受公司发展的红利，他们的分红决定他们的股价，这才是真实的股票价值，所以从今天起追求有内在价值的股票，放弃那些被人追捧忽高忽低的股票，老老实实享受好公司的红利，才不会在不久的将来美股崩盘时一泻千里。因为有这些内在价值的股票可以让我们在更低价时放心买进，因为他的价值始终存在着，等牛市时也是恢复最快的股票。一点潜见，不喜勿喷哦

孤单的浪漫

2021-01-15

我们有没有意识到pdd对中国老百姓很有利？让老百姓用更少的钱买更多的东西不是好事吗？可以买很多以前买不起的东西改善生活，中国最多的群体是低收入人群，所以拼多多成功替代了淘宝，当然高收入人群可以去京东。至少这几年拼多多绝对是赢家，因为淘宝彻底烂了。。。烂了～问题还死不悔改。

孤单的浪漫

2021-03-18

$拼多多(PDD)$140已抄阿里过时了现在是拼多多时代了换个ceo才能焕发第二春

孤单的浪漫

2021-01-26

$富途控股(FUTU)$水分太大一年几千万利润而已这个价快赶上苹果了

孤单的浪漫

2020-12-23

$拼多多(PDD)$中国的No.1跌成这样！老外不识货，赶紧买几股压压惊

孤单的浪漫

2021-03-05

$阿里巴巴(BABA)$我们现在认为的底都不是底清仓观望不要被美国人割韭菜

孤单的浪漫

2021-03-25

$拼多多(PDD)$再这么搞下去中国人都会港股买看怎么割我们韭菜

孤单的浪漫

2021-03-25

$拼多多(PDD)$买进然后半年不看会怎么样啊

孤单的浪漫

2021-03-05

$老虎证券(TIGR)$我们现在认为的底都不是底清仓观望不要被美国人割韭菜

孤单的浪漫

2021-03-05

$百度(BIDU)$我们现在认为的底都不是底清仓观望不要被美国人割韭菜

孤单的浪漫

2021-03-05

$哔哩哔哩(BILI)$我们现在认为的底都不是底清仓观望不要被美国人割韭菜

孤单的浪漫

2021-03-05

$拼多多(PDD)$我们现在认为的底都不是底清仓观望不要被美国人割韭菜

孤单的浪漫

2021-01-17

谢谢分享参考下赚钱了来找你

科技股财报大幕拉开！

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不要被美国人割韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364718000","isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334569815,"gmtCreate":1610894459537,"gmtModify":1703747092423,"author":{"id":"3568335257363746","authorId":"3568335257363746","name":"孤单的浪漫","avatar":"https://static.tigerbbs.com/32b55596f0a9a2496cd040a27b02851d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568335257363746","idStr":"3568335257363746"},"themes":[],"htmlText":"谢谢分享 参考下 赚钱了来找你","listText":"谢谢分享 参考下 赚钱了来找你","text":"谢谢分享 参考下 赚钱了来找你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334569815","repostId":"2104921321","repostType":2,"repost":{"id":"2104921321","kind":"highlight","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1610880480,"share":"https://www.laohu8.com/m/news/2104921321?lang=&edition=full","pubTime":"2021-01-17 18:48","market":"uk","language":"zh","title":"科技股财报大幕拉开！","url":"https://stock-news.laohu8.com/highlight/detail?id=2104921321","media":"美股研究社","summary":"下周NFLX将成为首家公布四季度业绩的科技巨头，NFLX的股价已经横盘了半年之久，四季度财报到底该如何选择方向，可能也会成为FAAMG五大科技巨头财报走势的先遣信号，毕竟从技术形态来看，彼此之间是那么的相似。整体上而言，未来一周大盘可能会继续保持横盘震荡的阶段，应该不会有太大的波动，市场需要等TFAAMG六大科技巨头公布财报之后，可能才会有明确的方向。","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/887f76be38fb47c4a69b1f9b68aa6394\"/></p><p>上周经历了太多的事，但财报仍然是影响大盘走势最关键的因素。</p><p><a href=\"https://laohu8.com/S/TSM\">台积电</a>大幅上调业绩预期之后，芯片半导体材料引来集体爆发；<a href=\"https://laohu8.com/S/INTC\">英特尔</a>则因为换帅，引发<a href=\"https://laohu8.com/S/AMD\">AMD</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>之间的攻守之势变化；至于银行股，虽然业绩超预期，但却集体大幅跳水。这一系列的变动，既然存在某些偶然，也存在着某些必然。</p><p>偶然的是，英特尔换帅风波由来已久，但没想到会在上周突然来袭。必然的是，银行板块在财报前连续暴涨，当财报利好落地之后，终于还是出现了久违的跳水。</p><p>这些其实都给我们接下来布局财报，带来了不少新的启示。那些财报前涨幅过多的板块，能不能在接下来的财报季支撑住当前的股价，这或许是我们急需思考的问题。</p><p><img src=\"https://static.tigerbbs.com/c0a5e5670a504535844d16a807ae014a\"/></p><p><img src=\"https://static.tigerbbs.com/5ff433cea9de429f8acef8db43f65b87\"/></p><p>下周NFLX将成为首家公布四季度业绩的科技巨头，NFLX的股价已经横盘了半年之久，四季度财报到底该如何选择方向，可能也会成为FAAMG五大科技巨头财报走势的先遣信号，毕竟从技术形态来看，彼此之间是那么的相似。</p><p>整体上而言，未来一周大盘可能会继续保持横盘震荡的阶段，应该不会有太大的波动，市场需要等TFAAMG六大科技巨头公布财报之后，可能才会有明确的方向。（这个T指的是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>）</p><p>FAAMG五大巨头的财报，说实话并不是很担心，毕竟已经横盘了4个月，机构收集了足够多的筹码，接下来应该是时候开始拉升了，毕竟市场流动性这么多，资金不去股市，还能去哪呢?</p><p>我比较担心的是特斯拉股价走势，周末做了一期特斯拉股价财报后可能会跌到700美元的视频，结果财报还有12天才公布，我现在就被无数多头喷“不懂特斯拉基本面”，想想这是一种相当可怕的情绪。</p><p>特斯拉是好公司从来没有否认过，好公司也需要有好价格，FAAMG过去四个月的横盘历历在目，特斯拉在9月~11月的横盘震荡也是历历在目，但这些历史已经彻底被人忽略了。</p><p>多头们叫嚣着特斯拉的股价短期能冲上1000美元，甚至1500美元，当然这并不是没可能，毕竟现在市场非常的狂热，但我确实无法想象，今年交付50万辆左右，明年预期交付80万辆的特斯拉，到底是如何支撑当前的高估值。</p><p>特斯拉的故事充满想象力，但想要转化成营收增长，恐怕还有至少5年时间才能实现。我仍然坚信那句话，短期股价可以跑赢业绩，但长期一定会有价值回归的过程，股价必须要等业绩跟上。</p><p><img src=\"https://static.tigerbbs.com/b4445ff462d54b55a1e566ffbab177b5\"/></p><p><img src=\"https://static.tigerbbs.com/f01ee4b3fe47489da5ddeb5691631371\"/></p><p>趁着股市休息的这三天，比特币再次破位，一个经典的头肩顶的头部信号已经出现。特斯拉的股价历来就是和比特币一起波动的，这可能会在未来一段时间表现的相当有趣。</p><p>最近一段时间思考最多的一件事，那就是科技巨头能不能给我们继续带来丰厚的回报。毕竟TFAAMG体量如此巨大的情况下，股价翻倍的难度其实已经越来越大。</p><p>以<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>来举例，两家公司绝对是顶流的好公司，但他们的营收增速如今已经下滑至15%左右，这样的增速其实比很多价值股还要慢一些，科技巨头们进入慢增长时代可能会变成常态。</p><p>去年的美股牛市可以说震古烁今，股价翻倍的公司数量创下了有史以来的新高，但标普500指数的涨幅只有16%。换句话来说，过去一年美股中最具影响力的市场行情基本发生在标普500指数之外，像Square、Uber、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、Airbnb、FVRR、Roku这些超级牛股基本都不在标普500指数里面。</p><p>这些公司要么财务指标不合格，要么上市时间不够长。与此同时，标普500的纳入进程也过于缓慢：在特斯拉一年大涨700%后，标普500才在年末将公司录入指数中，这使得指数投资者错失公司行情。另一家去年股价涨500%的明星股<a href=\"https://laohu8.com/S/ZM\">Zoom</a>，市值都接近千亿美元了，至今还没有进标普500指数。</p><p>这或许就是过去一年美股牛市带给我们的启示，那就是二线科技股可能会继续跑赢整体大盘。周末的时候，我突然看到了自己2019年发的预测帖子，当时说CRWD、FVRR、CHWY三家公司未来有翻倍潜力，现在复盘再回去看，收益早已远不止翻倍。接下来的一年时间，我们是不是应该将投资的重心放在下一代互联网公司上，这或许是投资者急需思考的一个问题了。</p><p>下周最受关注的当是“拜登时代”正式开始。按外媒披露，美国总统就职典礼将于当地时间1月20日（周三）举行，标志着第46任美国总统乔·拜登及其副总统卡马拉·哈里斯四年执政期的开端。拜登就职典礼的口号为「团结的美国」。还需关注拜登提出的1.9万亿美元新一轮经济救助计划是否能在美国国会获得通过。</p><p>回到大盘走势，现在大盘技术形态上走的并不好，拜登1.9万美元刺激计划落地，大盘反而出现了连续跳水，但大盘连续暴涨了这么长时间，出现些许回调，我们并不需要太过惊慌。相反，如果下周大盘出现暴跌，这可能是一件好事。毕竟FAAMG当前股价本身就有很大吸引力了，如果再暴跌一波，那就是再好不过的明牌做多机会了。</p><p>关于FAAMG五大科技巨头的财报前瞻，我会在下周末的文章中进行详细解读，届时让我们拭目以待。最后还是老规矩，免费发一些VIP社群专享的个股分析吧，仅供参考。</p><p><img src=\"https://static.tigerbbs.com/2643c3e386fe4c6ca100823d0c893d05\"/></p><p><img src=\"https://static.tigerbbs.com/2b404fa4a8d142b0b8aa022935c9b47a\"/></p><p><img src=\"https://static.tigerbbs.com/e9a523096f7a426cb57fb9f4fe1f5b2e\"/></p><p><img src=\"https://static.tigerbbs.com/a75834320a2a40fa9044147baa55b37a\"/></p><p><img 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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科技股财报大幕拉开！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-01-17 18:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/887f76be38fb47c4a69b1f9b68aa6394\"/></p><p>上周经历了太多的事，但财报仍然是影响大盘走势最关键的因素。</p><p><a href=\"https://laohu8.com/S/TSM\">台积电</a>大幅上调业绩预期之后，芯片半导体材料引来集体爆发；<a href=\"https://laohu8.com/S/INTC\">英特尔</a>则因为换帅，引发<a href=\"https://laohu8.com/S/AMD\">AMD</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>之间的攻守之势变化；至于银行股，虽然业绩超预期，但却集体大幅跳水。这一系列的变动，既然存在某些偶然，也存在着某些必然。</p><p>偶然的是，英特尔换帅风波由来已久，但没想到会在上周突然来袭。必然的是，银行板块在财报前连续暴涨，当财报利好落地之后，终于还是出现了久违的跳水。</p><p>这些其实都给我们接下来布局财报，带来了不少新的启示。那些财报前涨幅过多的板块，能不能在接下来的财报季支撑住当前的股价，这或许是我们急需思考的问题。</p><p><img src=\"https://static.tigerbbs.com/c0a5e5670a504535844d16a807ae014a\"/></p><p><img src=\"https://static.tigerbbs.com/5ff433cea9de429f8acef8db43f65b87\"/></p><p>下周NFLX将成为首家公布四季度业绩的科技巨头，NFLX的股价已经横盘了半年之久，四季度财报到底该如何选择方向，可能也会成为FAAMG五大科技巨头财报走势的先遣信号，毕竟从技术形态来看，彼此之间是那么的相似。</p><p>整体上而言，未来一周大盘可能会继续保持横盘震荡的阶段，应该不会有太大的波动，市场需要等TFAAMG六大科技巨头公布财报之后，可能才会有明确的方向。（这个T指的是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>）</p><p>FAAMG五大巨头的财报，说实话并不是很担心，毕竟已经横盘了4个月，机构收集了足够多的筹码，接下来应该是时候开始拉升了，毕竟市场流动性这么多，资金不去股市，还能去哪呢?</p><p>我比较担心的是特斯拉股价走势，周末做了一期特斯拉股价财报后可能会跌到700美元的视频，结果财报还有12天才公布，我现在就被无数多头喷“不懂特斯拉基本面”，想想这是一种相当可怕的情绪。</p><p>特斯拉是好公司从来没有否认过，好公司也需要有好价格，FAAMG过去四个月的横盘历历在目，特斯拉在9月~11月的横盘震荡也是历历在目，但这些历史已经彻底被人忽略了。</p><p>多头们叫嚣着特斯拉的股价短期能冲上1000美元，甚至1500美元，当然这并不是没可能，毕竟现在市场非常的狂热，但我确实无法想象，今年交付50万辆左右，明年预期交付80万辆的特斯拉，到底是如何支撑当前的高估值。</p><p>特斯拉的故事充满想象力，但想要转化成营收增长，恐怕还有至少5年时间才能实现。我仍然坚信那句话，短期股价可以跑赢业绩，但长期一定会有价值回归的过程，股价必须要等业绩跟上。</p><p><img src=\"https://static.tigerbbs.com/b4445ff462d54b55a1e566ffbab177b5\"/></p><p><img src=\"https://static.tigerbbs.com/f01ee4b3fe47489da5ddeb5691631371\"/></p><p>趁着股市休息的这三天，比特币再次破位，一个经典的头肩顶的头部信号已经出现。特斯拉的股价历来就是和比特币一起波动的，这可能会在未来一段时间表现的相当有趣。</p><p>最近一段时间思考最多的一件事，那就是科技巨头能不能给我们继续带来丰厚的回报。毕竟TFAAMG体量如此巨大的情况下，股价翻倍的难度其实已经越来越大。</p><p>以<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>来举例，两家公司绝对是顶流的好公司，但他们的营收增速如今已经下滑至15%左右，这样的增速其实比很多价值股还要慢一些，科技巨头们进入慢增长时代可能会变成常态。</p><p>去年的美股牛市可以说震古烁今，股价翻倍的公司数量创下了有史以来的新高，但标普500指数的涨幅只有16%。换句话来说，过去一年美股中最具影响力的市场行情基本发生在标普500指数之外，像Square、Uber、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、Airbnb、FVRR、Roku这些超级牛股基本都不在标普500指数里面。</p><p>这些公司要么财务指标不合格，要么上市时间不够长。与此同时，标普500的纳入进程也过于缓慢：在特斯拉一年大涨700%后，标普500才在年末将公司录入指数中，这使得指数投资者错失公司行情。另一家去年股价涨500%的明星股<a href=\"https://laohu8.com/S/ZM\">Zoom</a>，市值都接近千亿美元了，至今还没有进标普500指数。</p><p>这或许就是过去一年美股牛市带给我们的启示，那就是二线科技股可能会继续跑赢整体大盘。周末的时候，我突然看到了自己2019年发的预测帖子，当时说CRWD、FVRR、CHWY三家公司未来有翻倍潜力，现在复盘再回去看，收益早已远不止翻倍。接下来的一年时间，我们是不是应该将投资的重心放在下一代互联网公司上，这或许是投资者急需思考的一个问题了。</p><p>下周最受关注的当是“拜登时代”正式开始。按外媒披露，美国总统就职典礼将于当地时间1月20日（周三）举行，标志着第46任美国总统乔·拜登及其副总统卡马拉·哈里斯四年执政期的开端。拜登就职典礼的口号为「团结的美国」。还需关注拜登提出的1.9万亿美元新一轮经济救助计划是否能在美国国会获得通过。</p><p>回到大盘走势，现在大盘技术形态上走的并不好，拜登1.9万美元刺激计划落地，大盘反而出现了连续跳水，但大盘连续暴涨了这么长时间，出现些许回调，我们并不需要太过惊慌。相反，如果下周大盘出现暴跌，这可能是一件好事。毕竟FAAMG当前股价本身就有很大吸引力了，如果再暴跌一波，那就是再好不过的明牌做多机会了。</p><p>关于FAAMG五大科技巨头的财报前瞻，我会在下周末的文章中进行详细解读，届时让我们拭目以待。最后还是老规矩，免费发一些VIP社群专享的个股分析吧，仅供参考。</p><p><img src=\"https://static.tigerbbs.com/2643c3e386fe4c6ca100823d0c893d05\"/></p><p><img src=\"https://static.tigerbbs.com/2b404fa4a8d142b0b8aa022935c9b47a\"/></p><p><img src=\"https://static.tigerbbs.com/e9a523096f7a426cb57fb9f4fe1f5b2e\"/></p><p><img src=\"https://static.tigerbbs.com/a75834320a2a40fa9044147baa55b37a\"/></p><p><img 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