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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
2021-03-18
$拼多多(PDD)$
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
2021-03-05
$老虎证券(TIGR)$
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
$阿里巴巴(BABA)$
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
2021-03-05
$哔哩哔哩(BILI)$
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
2021-02-23
$老虎证券(TIGR)$
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
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
2021-01-26
$富途控股(FUTU)$
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
2021-01-17
谢谢分享 参考下 赚钱了来找你
抱歉,原内容已删除
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
2021-01-05
$阿里巴巴(BABA)$
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
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
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
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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":1446,"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},"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","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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}\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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