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鸥嘎嘎
10-23
特朗普基本稳可
抱歉,原内容已删除
鸥嘎嘎
09-25
整篇文章,都在聊 经济数据不好看,出口要被打压了,物极必反不现实。目前的经济问题不是周期性的。转头又说中概股底部了,拿住[捂脸]
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鸥嘎嘎
09-23
这篇文章不错,转发给大家看看
@侃见财经:回购60亿,注销!1.6万亿茅台,稳了
鸥嘎嘎
09-21
懂王加油呀,回归推特主战场
抱歉,原内容已删除
鸥嘎嘎
08-22
因为战争有结束风险
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鸥嘎嘎
2023-03-13
都挂了,还要挟毛
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鸥嘎嘎
2022-09-05
大行情不行了
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鸥嘎嘎
2022-07-28
每次加息都放歌。。。
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鸥嘎嘎
2022-05-19
坏胚子
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鸥嘎嘎
2022-03-07
这个新闻是不是放错位置了
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鸥嘎嘎
2022-03-01
这篇文章不错,转发给大家看
@谋定后动:【我的每周计划】2022年第8周——我加仓了,大伙自便
鸥嘎嘎
2022-02-24
这篇文章不错,转发给大家看
@晓彤有财:比亚迪代工特斯拉4680电池——比亚迪的优势和风险
鸥嘎嘎
2021-12-14
个人以为不可买,巴菲特现在年龄很大了
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鸥嘎嘎
2021-12-14
看了半天,多那点收益,不如标普500。
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去老虎APP查看更多动态
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","text":"这个新闻是不是放错位置了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632547297","repostId":"2216104995","repostType":2,"isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636727981,"gmtCreate":1646112922383,"gmtModify":1646112922383,"author":{"id":"3570319419864661","authorId":"3570319419864661","name":"鸥嘎嘎","avatar":"https://static.tigerbbs.com/b520b9268b16eb3b42b2533cf9201546","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570319419864661","idStr":"3570319419864661"},"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/636727981","repostId":"636221297","repostType":1,"repost":{"id":636221297,"gmtCreate":1645924996502,"gmtModify":1646076782538,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556673506813374","idStr":"3556673506813374"},"themes":[],"title":"【我的每周计划】2022年第8周——我加仓了,大伙自便","htmlText":"俄乌战争完全占领了这个星期投资人的注意力,随着俄乌战争态势的不断变化,市场情绪经历了从不大以为然,到恐慌,到极度恐慌,再到恐慌慢慢褪去的过程。VIX恐慌指数五日图人是群居动物,恐慌情绪是很容易传染的。“别人恐慌时贪婪”,说说很容易,真的到了那个时候,能做到的都是神。而这个星期的行情就让我们散户深深地体会了一把。战争打的都是经济战争打的都是经济:一颗子弹的造价是2-30元不等,一挺加特林机枪10分钟的扫射就能打出价值36万人民币的子弹;一颗普通航空炸弹的造价就是5万;一台40管120毫米远程火箭炮(喀秋莎),一次齐射的炮弹就价值70万人民币;一枚中程巡航导弹的造价是2千万。据网易新闻粗略估计,俄乌战争中俄方直接与战争有关的花费一天就要二亿美元以上,隐形的花费就更加高了。俄罗斯国债收益率在战争爆发后迅速上升,6个月到10年国债收益率达到了15-19%,而过去五年俄罗斯平均的GDP增长才1-2%。经济上的负担将成为制约俄罗斯达成战争目的的主要障碍之一。来源:英为财情来源:世界银行你很难和一个没有安全感的人长久合作说起俄罗斯发动战争的原因,中文媒体中比较普遍的看法是因为北约东扩,让俄罗斯的国家安全受到威胁。俄罗斯是拥有核武的世界第二大军事强国,旁边的那些小国部署武器怎么就让俄罗斯人觉得不安全了?俄罗斯人的深层的不安全感其实来自于第二次世界大战:在这次战争中,苏联付出了平民和军人死亡2700万人,伤亡总计6000万人的骇人代价,而那时候全苏联就只有2亿人口,也就是说苏联的近1/3的人口在那场战争中遭受了伤亡。来源:维基百科记得苏联脍炙人口的电影《这里的黎明静悄悄》吗?电影原著作者瓦西里耶夫在苏德战争爆发那年他18岁,正好是征兵入伍的最小年龄。战后回到家乡的他赫然发现他的那个班级里,他是唯一一个活到战后的男生。过于惨痛的经历往往导致创伤后应激障碍症,就是时刻对周围事物有强烈的不安全感,","listText":"俄乌战争完全占领了这个星期投资人的注意力,随着俄乌战争态势的不断变化,市场情绪经历了从不大以为然,到恐慌,到极度恐慌,再到恐慌慢慢褪去的过程。VIX恐慌指数五日图人是群居动物,恐慌情绪是很容易传染的。“别人恐慌时贪婪”,说说很容易,真的到了那个时候,能做到的都是神。而这个星期的行情就让我们散户深深地体会了一把。战争打的都是经济战争打的都是经济:一颗子弹的造价是2-30元不等,一挺加特林机枪10分钟的扫射就能打出价值36万人民币的子弹;一颗普通航空炸弹的造价就是5万;一台40管120毫米远程火箭炮(喀秋莎),一次齐射的炮弹就价值70万人民币;一枚中程巡航导弹的造价是2千万。据网易新闻粗略估计,俄乌战争中俄方直接与战争有关的花费一天就要二亿美元以上,隐形的花费就更加高了。俄罗斯国债收益率在战争爆发后迅速上升,6个月到10年国债收益率达到了15-19%,而过去五年俄罗斯平均的GDP增长才1-2%。经济上的负担将成为制约俄罗斯达成战争目的的主要障碍之一。来源:英为财情来源:世界银行你很难和一个没有安全感的人长久合作说起俄罗斯发动战争的原因,中文媒体中比较普遍的看法是因为北约东扩,让俄罗斯的国家安全受到威胁。俄罗斯是拥有核武的世界第二大军事强国,旁边的那些小国部署武器怎么就让俄罗斯人觉得不安全了?俄罗斯人的深层的不安全感其实来自于第二次世界大战:在这次战争中,苏联付出了平民和军人死亡2700万人,伤亡总计6000万人的骇人代价,而那时候全苏联就只有2亿人口,也就是说苏联的近1/3的人口在那场战争中遭受了伤亡。来源:维基百科记得苏联脍炙人口的电影《这里的黎明静悄悄》吗?电影原著作者瓦西里耶夫在苏德战争爆发那年他18岁,正好是征兵入伍的最小年龄。战后回到家乡的他赫然发现他的那个班级里,他是唯一一个活到战后的男生。过于惨痛的经历往往导致创伤后应激障碍症,就是时刻对周围事物有强烈的不安全感,","text":"俄乌战争完全占领了这个星期投资人的注意力,随着俄乌战争态势的不断变化,市场情绪经历了从不大以为然,到恐慌,到极度恐慌,再到恐慌慢慢褪去的过程。VIX恐慌指数五日图人是群居动物,恐慌情绪是很容易传染的。“别人恐慌时贪婪”,说说很容易,真的到了那个时候,能做到的都是神。而这个星期的行情就让我们散户深深地体会了一把。战争打的都是经济战争打的都是经济:一颗子弹的造价是2-30元不等,一挺加特林机枪10分钟的扫射就能打出价值36万人民币的子弹;一颗普通航空炸弹的造价就是5万;一台40管120毫米远程火箭炮(喀秋莎),一次齐射的炮弹就价值70万人民币;一枚中程巡航导弹的造价是2千万。据网易新闻粗略估计,俄乌战争中俄方直接与战争有关的花费一天就要二亿美元以上,隐形的花费就更加高了。俄罗斯国债收益率在战争爆发后迅速上升,6个月到10年国债收益率达到了15-19%,而过去五年俄罗斯平均的GDP增长才1-2%。经济上的负担将成为制约俄罗斯达成战争目的的主要障碍之一。来源:英为财情来源:世界银行你很难和一个没有安全感的人长久合作说起俄罗斯发动战争的原因,中文媒体中比较普遍的看法是因为北约东扩,让俄罗斯的国家安全受到威胁。俄罗斯是拥有核武的世界第二大军事强国,旁边的那些小国部署武器怎么就让俄罗斯人觉得不安全了?俄罗斯人的深层的不安全感其实来自于第二次世界大战:在这次战争中,苏联付出了平民和军人死亡2700万人,伤亡总计6000万人的骇人代价,而那时候全苏联就只有2亿人口,也就是说苏联的近1/3的人口在那场战争中遭受了伤亡。来源:维基百科记得苏联脍炙人口的电影《这里的黎明静悄悄》吗?电影原著作者瓦西里耶夫在苏德战争爆发那年他18岁,正好是征兵入伍的最小年龄。战后回到家乡的他赫然发现他的那个班级里,他是唯一一个活到战后的男生。过于惨痛的经历往往导致创伤后应激障碍症,就是时刻对周围事物有强烈的不安全感,","images":[{"img":"https://static.tigerbbs.com/a54deff15676dbcd3edd794b630737ff","width":"994","height":"745"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636221297","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636367938,"gmtCreate":1645680766326,"gmtModify":1645680766326,"author":{"id":"3570319419864661","authorId":"3570319419864661","name":"鸥嘎嘎","avatar":"https://static.tigerbbs.com/b520b9268b16eb3b42b2533cf9201546","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570319419864661","idStr":"3570319419864661"},"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/636367938","repostId":"638737512","repostType":1,"repost":{"id":638737512,"gmtCreate":1645524109105,"gmtModify":1645563895607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href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>为什么特斯拉找4680电池代工 就选择了比亚迪呢?比亚迪的市值还能有多少空间?今天就以比亚迪为例告诉你们,到底怎么看一家公司的优势和风险点!首先为什么选择比亚迪?因为比亚迪做4680电池真的就是成本最低的!这也是为什么特斯拉一月份交付量下滑的原因,可以确定的是后面交付的modek3/Y都会有比亚迪代工的4680电池出现,产能大概有15-20GWH。然后,我们再来说怎么看比亚迪的优势和风险点?看财报吗?不!财报是过去式,相反你只信财报可能会让你踩到大坑!投资记得是站在当下看未来,那我们先说优势,有人说比亚迪的三电技术,还有人说比亚迪的制造能力,然而我还是那句话,你无论单拿出哪一项软件技术也好还是硬件的制造能力,都是不足以成为一家企业的竞争壁垒!底层逻辑就是任何一项技术只要它出现了又被证明有市场,有利润空间,或者说对其他竞争对手而言,存在威胁了,那么就会有大量的资本涌进来,通过或学习或引进人才或直接收购某一家公司的手段,从而达到对该项技术的突破。我知道你们肯定会想到芯片,为什么我们突破起来好难哦……?那我问你们,是什么原因导致了我们的芯片落于人后?根本原因还是在于我们之前没有意识到芯片的重要性,对吗?而且芯片事业属于一个产业升级得问题,前几年我们还正处于解决温饱的问题呢,换句话说,对于整个国家而言,我们是没钱的呀!好了,那对于和我一样都真金白银的支持了比亚迪的小伙伴而言,我们再问自己一遍,比亚迪到底有什么让别人现在替代不了它,而且在未来也会处于绝对优势地位的东西呢?我的答案,一共有三点:第一个,全产业链发展。我之前就说过比亚迪做电池比宁德时代做电池有优势的地方就在于它还销售整车,能在第一时间掌握到大量的交通数据和客户体验,但宁德时代就只能通过车企的间接反馈,由此及比,链","listText":"<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>为什么特斯拉找4680电池代工 就选择了比亚迪呢?比亚迪的市值还能有多少空间?今天就以比亚迪为例告诉你们,到底怎么看一家公司的优势和风险点!首先为什么选择比亚迪?因为比亚迪做4680电池真的就是成本最低的!这也是为什么特斯拉一月份交付量下滑的原因,可以确定的是后面交付的modek3/Y都会有比亚迪代工的4680电池出现,产能大概有15-20GWH。然后,我们再来说怎么看比亚迪的优势和风险点?看财报吗?不!财报是过去式,相反你只信财报可能会让你踩到大坑!投资记得是站在当下看未来,那我们先说优势,有人说比亚迪的三电技术,还有人说比亚迪的制造能力,然而我还是那句话,你无论单拿出哪一项软件技术也好还是硬件的制造能力,都是不足以成为一家企业的竞争壁垒!底层逻辑就是任何一项技术只要它出现了又被证明有市场,有利润空间,或者说对其他竞争对手而言,存在威胁了,那么就会有大量的资本涌进来,通过或学习或引进人才或直接收购某一家公司的手段,从而达到对该项技术的突破。我知道你们肯定会想到芯片,为什么我们突破起来好难哦……?那我问你们,是什么原因导致了我们的芯片落于人后?根本原因还是在于我们之前没有意识到芯片的重要性,对吗?而且芯片事业属于一个产业升级得问题,前几年我们还正处于解决温饱的问题呢,换句话说,对于整个国家而言,我们是没钱的呀!好了,那对于和我一样都真金白银的支持了比亚迪的小伙伴而言,我们再问自己一遍,比亚迪到底有什么让别人现在替代不了它,而且在未来也会处于绝对优势地位的东西呢?我的答案,一共有三点:第一个,全产业链发展。我之前就说过比亚迪做电池比宁德时代做电池有优势的地方就在于它还销售整车,能在第一时间掌握到大量的交通数据和客户体验,但宁德时代就只能通过车企的间接反馈,由此及比,链","text":"$比亚迪(002594)$为什么特斯拉找4680电池代工 就选择了比亚迪呢?比亚迪的市值还能有多少空间?今天就以比亚迪为例告诉你们,到底怎么看一家公司的优势和风险点!首先为什么选择比亚迪?因为比亚迪做4680电池真的就是成本最低的!这也是为什么特斯拉一月份交付量下滑的原因,可以确定的是后面交付的modek3/Y都会有比亚迪代工的4680电池出现,产能大概有15-20GWH。然后,我们再来说怎么看比亚迪的优势和风险点?看财报吗?不!财报是过去式,相反你只信财报可能会让你踩到大坑!投资记得是站在当下看未来,那我们先说优势,有人说比亚迪的三电技术,还有人说比亚迪的制造能力,然而我还是那句话,你无论单拿出哪一项软件技术也好还是硬件的制造能力,都是不足以成为一家企业的竞争壁垒!底层逻辑就是任何一项技术只要它出现了又被证明有市场,有利润空间,或者说对其他竞争对手而言,存在威胁了,那么就会有大量的资本涌进来,通过或学习或引进人才或直接收购某一家公司的手段,从而达到对该项技术的突破。我知道你们肯定会想到芯片,为什么我们突破起来好难哦……?那我问你们,是什么原因导致了我们的芯片落于人后?根本原因还是在于我们之前没有意识到芯片的重要性,对吗?而且芯片事业属于一个产业升级得问题,前几年我们还正处于解决温饱的问题呢,换句话说,对于整个国家而言,我们是没钱的呀!好了,那对于和我一样都真金白银的支持了比亚迪的小伙伴而言,我们再问自己一遍,比亚迪到底有什么让别人现在替代不了它,而且在未来也会处于绝对优势地位的东西呢?我的答案,一共有三点:第一个,全产业链发展。我之前就说过比亚迪做电池比宁德时代做电池有优势的地方就在于它还销售整车,能在第一时间掌握到大量的交通数据和客户体验,但宁德时代就只能通过车企的间接反馈,由此及比,链","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638737512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607065974,"gmtCreate":1639459773528,"gmtModify":1639459773528,"author":{"id":"3570319419864661","authorId":"3570319419864661","name":"鸥嘎嘎","avatar":"https://static.tigerbbs.com/b520b9268b16eb3b42b2533cf9201546","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570319419864661","idStr":"3570319419864661"},"themes":[],"htmlText":"个人以为不可买,巴菲特现在年龄很大了 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","text":"个人以为不可买,巴菲特现在年龄很大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607065974","repostId":"2189685337","repostType":2,"isVote":1,"tweetType":1,"viewCount":3070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607062401,"gmtCreate":1639459706739,"gmtModify":1639459706739,"author":{"id":"3570319419864661","authorId":"3570319419864661","name":"鸥嘎嘎","avatar":"https://static.tigerbbs.com/b520b9268b16eb3b42b2533cf9201546","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570319419864661","idStr":"3570319419864661"},"themes":[],"htmlText":"看了半天,多那点收益,不如标普500。","listText":"看了半天,多那点收益,不如标普500。","text":"看了半天,多那点收益,不如标普500。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607062401","repostId":"1153621084","repostType":2,"isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":353212061786320,"gmtCreate":1727240478837,"gmtModify":1727240481055,"author":{"id":"3570319419864661","authorId":"3570319419864661","name":"鸥嘎嘎","avatar":"https://static.tigerbbs.com/b520b9268b16eb3b42b2533cf9201546","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570319419864661","authorIdStr":"3570319419864661"},"themes":[],"htmlText":"整篇文章,都在聊 经济数据不好看,出口要被打压了,物极必反不现实。目前的经济问题不是周期性的。转头又说中概股底部了,拿住[捂脸] ","listText":"整篇文章,都在聊 经济数据不好看,出口要被打压了,物极必反不现实。目前的经济问题不是周期性的。转头又说中概股底部了,拿住[捂脸] ","text":"整篇文章,都在聊 经济数据不好看,出口要被打压了,物极必反不现实。目前的经济问题不是周期性的。转头又说中概股底部了,拿住[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353212061786320","repostId":"1168792202","repostType":4,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363203343503568,"gmtCreate":1729697968127,"gmtModify":1729698003705,"author":{"id":"3570319419864661","authorId":"3570319419864661","name":"鸥嘎嘎","avatar":"https://static.tigerbbs.com/b520b9268b16eb3b42b2533cf9201546","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570319419864661","authorIdStr":"3570319419864661"},"themes":[],"htmlText":"特朗普基本稳可","listText":"特朗普基本稳可","text":"特朗普基本稳可","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363203343503568","repostId":"1198990792","repostType":4,"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352379987923112,"gmtCreate":1727069340364,"gmtModify":1727069342088,"author":{"id":"3570319419864661","authorId":"3570319419864661","name":"鸥嘎嘎","avatar":"https://static.tigerbbs.com/b520b9268b16eb3b42b2533cf9201546","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570319419864661","authorIdStr":"3570319419864661"},"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/352379987923112","repostId":"351966828605712","repostType":1,"repost":{"id":351966828605712,"gmtCreate":1726968400287,"gmtModify":1726971391028,"author":{"id":"3570515415388899","authorId":"3570515415388899","name":"侃见财经","avatar":"https://static.tigerbbs.com/58a85251003e9d3ca730ab71b7738ce8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570515415388899","authorIdStr":"3570515415388899"},"themes":[],"title":"回购60亿,注销!1.6万亿茅台,稳了","htmlText":"当市场的逻辑开始生变,企业的估值就会重构。 9月20日晚,“股王”茅台 <a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a> 向市场抛出了一份“王炸”回购计划。 根据公告显示,贵州茅台将以自有资金回购不低于30亿不超过60亿的公司股份,回购价格上限为1795.78元/股。 值得注意的是,这是茅台上市23年以来首次回购股份,且回购股份全部注销。 虽然对比茅台1.59万亿的市值而言,60亿的回购额度并不算多,但是在当下的市场环境下,这笔回购金额能起到四两拨千斤的效果,且释放的信号也已十分明显。 众所周知,长久以来A股是一个注重融资的市场,但经过三十多年的发展,A股的头部公司已经相当成熟。因此,回馈投资者、“反哺”市场就应该成为未来市场的重中之重。 当下,市场已经不满足于现金分红,维护股价也是当下最为迫切的需求。在这种背景下,回购且注销股份就成了好企业的必选项之一。 我们认为在这种潮流助推之下,经过一两年的引导,当市场达成共识之后,对于市场整体的生态修复将起到极大的推动作用。 2021年,贵州茅台站上了2489.11元/股的高位,市值一度突破3万亿元大关。 作为当时A股的股王、消费龙头,贵州茅台以一己之力掀起了一阵冠“茅”潮流,当时能够被冠“茅”的企业,几乎都是行业的翘楚,算是市场对其的最高认可。 这也侧面证明了,贵州茅台无与伦比的含金量。 但人无百日好,花无百日红。 2021年2月,贵州茅台创下历史新高之后,便开始了震荡下跌。尽管如此,其股价依旧能够在区间内稳定波动,因而茅台“股王”地位也还算稳固。 进入2024年之后,市场的风格开始快速变化,高息股以及银行股成为市场的香饽饽,而消费股则彻底地被推下了“神坛”。 当茅台不再成为潮流,冠“茅”也成昨日黄花,茅台的信仰也就随之而“崩塌”了。 进入5月之后,茅台股价开始快速下","listText":"当市场的逻辑开始生变,企业的估值就会重构。 9月20日晚,“股王”茅台 <a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a> 向市场抛出了一份“王炸”回购计划。 根据公告显示,贵州茅台将以自有资金回购不低于30亿不超过60亿的公司股份,回购价格上限为1795.78元/股。 值得注意的是,这是茅台上市23年以来首次回购股份,且回购股份全部注销。 虽然对比茅台1.59万亿的市值而言,60亿的回购额度并不算多,但是在当下的市场环境下,这笔回购金额能起到四两拨千斤的效果,且释放的信号也已十分明显。 众所周知,长久以来A股是一个注重融资的市场,但经过三十多年的发展,A股的头部公司已经相当成熟。因此,回馈投资者、“反哺”市场就应该成为未来市场的重中之重。 当下,市场已经不满足于现金分红,维护股价也是当下最为迫切的需求。在这种背景下,回购且注销股份就成了好企业的必选项之一。 我们认为在这种潮流助推之下,经过一两年的引导,当市场达成共识之后,对于市场整体的生态修复将起到极大的推动作用。 2021年,贵州茅台站上了2489.11元/股的高位,市值一度突破3万亿元大关。 作为当时A股的股王、消费龙头,贵州茅台以一己之力掀起了一阵冠“茅”潮流,当时能够被冠“茅”的企业,几乎都是行业的翘楚,算是市场对其的最高认可。 这也侧面证明了,贵州茅台无与伦比的含金量。 但人无百日好,花无百日红。 2021年2月,贵州茅台创下历史新高之后,便开始了震荡下跌。尽管如此,其股价依旧能够在区间内稳定波动,因而茅台“股王”地位也还算稳固。 进入2024年之后,市场的风格开始快速变化,高息股以及银行股成为市场的香饽饽,而消费股则彻底地被推下了“神坛”。 当茅台不再成为潮流,冠“茅”也成昨日黄花,茅台的信仰也就随之而“崩塌”了。 进入5月之后,茅台股价开始快速下","text":"当市场的逻辑开始生变,企业的估值就会重构。 9月20日晚,“股王”茅台 $贵州茅台(600519)$ 向市场抛出了一份“王炸”回购计划。 根据公告显示,贵州茅台将以自有资金回购不低于30亿不超过60亿的公司股份,回购价格上限为1795.78元/股。 值得注意的是,这是茅台上市23年以来首次回购股份,且回购股份全部注销。 虽然对比茅台1.59万亿的市值而言,60亿的回购额度并不算多,但是在当下的市场环境下,这笔回购金额能起到四两拨千斤的效果,且释放的信号也已十分明显。 众所周知,长久以来A股是一个注重融资的市场,但经过三十多年的发展,A股的头部公司已经相当成熟。因此,回馈投资者、“反哺”市场就应该成为未来市场的重中之重。 当下,市场已经不满足于现金分红,维护股价也是当下最为迫切的需求。在这种背景下,回购且注销股份就成了好企业的必选项之一。 我们认为在这种潮流助推之下,经过一两年的引导,当市场达成共识之后,对于市场整体的生态修复将起到极大的推动作用。 2021年,贵州茅台站上了2489.11元/股的高位,市值一度突破3万亿元大关。 作为当时A股的股王、消费龙头,贵州茅台以一己之力掀起了一阵冠“茅”潮流,当时能够被冠“茅”的企业,几乎都是行业的翘楚,算是市场对其的最高认可。 这也侧面证明了,贵州茅台无与伦比的含金量。 但人无百日好,花无百日红。 2021年2月,贵州茅台创下历史新高之后,便开始了震荡下跌。尽管如此,其股价依旧能够在区间内稳定波动,因而茅台“股王”地位也还算稳固。 进入2024年之后,市场的风格开始快速变化,高息股以及银行股成为市场的香饽饽,而消费股则彻底地被推下了“神坛”。 当茅台不再成为潮流,冠“茅”也成昨日黄花,茅台的信仰也就随之而“崩塌”了。 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","text":"这个新闻是不是放错位置了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632547297","repostId":"2216104995","repostType":2,"isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636727981,"gmtCreate":1646112922383,"gmtModify":1646112922383,"author":{"id":"3570319419864661","authorId":"3570319419864661","name":"鸥嘎嘎","avatar":"https://static.tigerbbs.com/b520b9268b16eb3b42b2533cf9201546","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570319419864661","authorIdStr":"3570319419864661"},"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/636727981","repostId":"636221297","repostType":1,"repost":{"id":636221297,"gmtCreate":1645924996502,"gmtModify":1646076782538,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"themes":[],"title":"【我的每周计划】2022年第8周——我加仓了,大伙自便","htmlText":"俄乌战争完全占领了这个星期投资人的注意力,随着俄乌战争态势的不断变化,市场情绪经历了从不大以为然,到恐慌,到极度恐慌,再到恐慌慢慢褪去的过程。VIX恐慌指数五日图人是群居动物,恐慌情绪是很容易传染的。“别人恐慌时贪婪”,说说很容易,真的到了那个时候,能做到的都是神。而这个星期的行情就让我们散户深深地体会了一把。战争打的都是经济战争打的都是经济:一颗子弹的造价是2-30元不等,一挺加特林机枪10分钟的扫射就能打出价值36万人民币的子弹;一颗普通航空炸弹的造价就是5万;一台40管120毫米远程火箭炮(喀秋莎),一次齐射的炮弹就价值70万人民币;一枚中程巡航导弹的造价是2千万。据网易新闻粗略估计,俄乌战争中俄方直接与战争有关的花费一天就要二亿美元以上,隐形的花费就更加高了。俄罗斯国债收益率在战争爆发后迅速上升,6个月到10年国债收益率达到了15-19%,而过去五年俄罗斯平均的GDP增长才1-2%。经济上的负担将成为制约俄罗斯达成战争目的的主要障碍之一。来源:英为财情来源:世界银行你很难和一个没有安全感的人长久合作说起俄罗斯发动战争的原因,中文媒体中比较普遍的看法是因为北约东扩,让俄罗斯的国家安全受到威胁。俄罗斯是拥有核武的世界第二大军事强国,旁边的那些小国部署武器怎么就让俄罗斯人觉得不安全了?俄罗斯人的深层的不安全感其实来自于第二次世界大战:在这次战争中,苏联付出了平民和军人死亡2700万人,伤亡总计6000万人的骇人代价,而那时候全苏联就只有2亿人口,也就是说苏联的近1/3的人口在那场战争中遭受了伤亡。来源:维基百科记得苏联脍炙人口的电影《这里的黎明静悄悄》吗?电影原著作者瓦西里耶夫在苏德战争爆发那年他18岁,正好是征兵入伍的最小年龄。战后回到家乡的他赫然发现他的那个班级里,他是唯一一个活到战后的男生。过于惨痛的经历往往导致创伤后应激障碍症,就是时刻对周围事物有强烈的不安全感,","listText":"俄乌战争完全占领了这个星期投资人的注意力,随着俄乌战争态势的不断变化,市场情绪经历了从不大以为然,到恐慌,到极度恐慌,再到恐慌慢慢褪去的过程。VIX恐慌指数五日图人是群居动物,恐慌情绪是很容易传染的。“别人恐慌时贪婪”,说说很容易,真的到了那个时候,能做到的都是神。而这个星期的行情就让我们散户深深地体会了一把。战争打的都是经济战争打的都是经济:一颗子弹的造价是2-30元不等,一挺加特林机枪10分钟的扫射就能打出价值36万人民币的子弹;一颗普通航空炸弹的造价就是5万;一台40管120毫米远程火箭炮(喀秋莎),一次齐射的炮弹就价值70万人民币;一枚中程巡航导弹的造价是2千万。据网易新闻粗略估计,俄乌战争中俄方直接与战争有关的花费一天就要二亿美元以上,隐形的花费就更加高了。俄罗斯国债收益率在战争爆发后迅速上升,6个月到10年国债收益率达到了15-19%,而过去五年俄罗斯平均的GDP增长才1-2%。经济上的负担将成为制约俄罗斯达成战争目的的主要障碍之一。来源:英为财情来源:世界银行你很难和一个没有安全感的人长久合作说起俄罗斯发动战争的原因,中文媒体中比较普遍的看法是因为北约东扩,让俄罗斯的国家安全受到威胁。俄罗斯是拥有核武的世界第二大军事强国,旁边的那些小国部署武器怎么就让俄罗斯人觉得不安全了?俄罗斯人的深层的不安全感其实来自于第二次世界大战:在这次战争中,苏联付出了平民和军人死亡2700万人,伤亡总计6000万人的骇人代价,而那时候全苏联就只有2亿人口,也就是说苏联的近1/3的人口在那场战争中遭受了伤亡。来源:维基百科记得苏联脍炙人口的电影《这里的黎明静悄悄》吗?电影原著作者瓦西里耶夫在苏德战争爆发那年他18岁,正好是征兵入伍的最小年龄。战后回到家乡的他赫然发现他的那个班级里,他是唯一一个活到战后的男生。过于惨痛的经历往往导致创伤后应激障碍症,就是时刻对周围事物有强烈的不安全感,","text":"俄乌战争完全占领了这个星期投资人的注意力,随着俄乌战争态势的不断变化,市场情绪经历了从不大以为然,到恐慌,到极度恐慌,再到恐慌慢慢褪去的过程。VIX恐慌指数五日图人是群居动物,恐慌情绪是很容易传染的。“别人恐慌时贪婪”,说说很容易,真的到了那个时候,能做到的都是神。而这个星期的行情就让我们散户深深地体会了一把。战争打的都是经济战争打的都是经济:一颗子弹的造价是2-30元不等,一挺加特林机枪10分钟的扫射就能打出价值36万人民币的子弹;一颗普通航空炸弹的造价就是5万;一台40管120毫米远程火箭炮(喀秋莎),一次齐射的炮弹就价值70万人民币;一枚中程巡航导弹的造价是2千万。据网易新闻粗略估计,俄乌战争中俄方直接与战争有关的花费一天就要二亿美元以上,隐形的花费就更加高了。俄罗斯国债收益率在战争爆发后迅速上升,6个月到10年国债收益率达到了15-19%,而过去五年俄罗斯平均的GDP增长才1-2%。经济上的负担将成为制约俄罗斯达成战争目的的主要障碍之一。来源:英为财情来源:世界银行你很难和一个没有安全感的人长久合作说起俄罗斯发动战争的原因,中文媒体中比较普遍的看法是因为北约东扩,让俄罗斯的国家安全受到威胁。俄罗斯是拥有核武的世界第二大军事强国,旁边的那些小国部署武器怎么就让俄罗斯人觉得不安全了?俄罗斯人的深层的不安全感其实来自于第二次世界大战:在这次战争中,苏联付出了平民和军人死亡2700万人,伤亡总计6000万人的骇人代价,而那时候全苏联就只有2亿人口,也就是说苏联的近1/3的人口在那场战争中遭受了伤亡。来源:维基百科记得苏联脍炙人口的电影《这里的黎明静悄悄》吗?电影原著作者瓦西里耶夫在苏德战争爆发那年他18岁,正好是征兵入伍的最小年龄。战后回到家乡的他赫然发现他的那个班级里,他是唯一一个活到战后的男生。过于惨痛的经历往往导致创伤后应激障碍症,就是时刻对周围事物有强烈的不安全感,","images":[{"img":"https://static.tigerbbs.com/a54deff15676dbcd3edd794b630737ff","width":"994","height":"745"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636221297","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636367938,"gmtCreate":1645680766326,"gmtModify":1645680766326,"author":{"id":"3570319419864661","authorId":"3570319419864661","name":"鸥嘎嘎","avatar":"https://static.tigerbbs.com/b520b9268b16eb3b42b2533cf9201546","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570319419864661","authorIdStr":"3570319419864661"},"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/636367938","repostId":"638737512","repostType":1,"repost":{"id":638737512,"gmtCreate":1645524109105,"gmtModify":1645563895607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href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>为什么特斯拉找4680电池代工 就选择了比亚迪呢?比亚迪的市值还能有多少空间?今天就以比亚迪为例告诉你们,到底怎么看一家公司的优势和风险点!首先为什么选择比亚迪?因为比亚迪做4680电池真的就是成本最低的!这也是为什么特斯拉一月份交付量下滑的原因,可以确定的是后面交付的modek3/Y都会有比亚迪代工的4680电池出现,产能大概有15-20GWH。然后,我们再来说怎么看比亚迪的优势和风险点?看财报吗?不!财报是过去式,相反你只信财报可能会让你踩到大坑!投资记得是站在当下看未来,那我们先说优势,有人说比亚迪的三电技术,还有人说比亚迪的制造能力,然而我还是那句话,你无论单拿出哪一项软件技术也好还是硬件的制造能力,都是不足以成为一家企业的竞争壁垒!底层逻辑就是任何一项技术只要它出现了又被证明有市场,有利润空间,或者说对其他竞争对手而言,存在威胁了,那么就会有大量的资本涌进来,通过或学习或引进人才或直接收购某一家公司的手段,从而达到对该项技术的突破。我知道你们肯定会想到芯片,为什么我们突破起来好难哦……?那我问你们,是什么原因导致了我们的芯片落于人后?根本原因还是在于我们之前没有意识到芯片的重要性,对吗?而且芯片事业属于一个产业升级得问题,前几年我们还正处于解决温饱的问题呢,换句话说,对于整个国家而言,我们是没钱的呀!好了,那对于和我一样都真金白银的支持了比亚迪的小伙伴而言,我们再问自己一遍,比亚迪到底有什么让别人现在替代不了它,而且在未来也会处于绝对优势地位的东西呢?我的答案,一共有三点:第一个,全产业链发展。我之前就说过比亚迪做电池比宁德时代做电池有优势的地方就在于它还销售整车,能在第一时间掌握到大量的交通数据和客户体验,但宁德时代就只能通过车企的间接反馈,由此及比,链","listText":"<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>为什么特斯拉找4680电池代工 就选择了比亚迪呢?比亚迪的市值还能有多少空间?今天就以比亚迪为例告诉你们,到底怎么看一家公司的优势和风险点!首先为什么选择比亚迪?因为比亚迪做4680电池真的就是成本最低的!这也是为什么特斯拉一月份交付量下滑的原因,可以确定的是后面交付的modek3/Y都会有比亚迪代工的4680电池出现,产能大概有15-20GWH。然后,我们再来说怎么看比亚迪的优势和风险点?看财报吗?不!财报是过去式,相反你只信财报可能会让你踩到大坑!投资记得是站在当下看未来,那我们先说优势,有人说比亚迪的三电技术,还有人说比亚迪的制造能力,然而我还是那句话,你无论单拿出哪一项软件技术也好还是硬件的制造能力,都是不足以成为一家企业的竞争壁垒!底层逻辑就是任何一项技术只要它出现了又被证明有市场,有利润空间,或者说对其他竞争对手而言,存在威胁了,那么就会有大量的资本涌进来,通过或学习或引进人才或直接收购某一家公司的手段,从而达到对该项技术的突破。我知道你们肯定会想到芯片,为什么我们突破起来好难哦……?那我问你们,是什么原因导致了我们的芯片落于人后?根本原因还是在于我们之前没有意识到芯片的重要性,对吗?而且芯片事业属于一个产业升级得问题,前几年我们还正处于解决温饱的问题呢,换句话说,对于整个国家而言,我们是没钱的呀!好了,那对于和我一样都真金白银的支持了比亚迪的小伙伴而言,我们再问自己一遍,比亚迪到底有什么让别人现在替代不了它,而且在未来也会处于绝对优势地位的东西呢?我的答案,一共有三点:第一个,全产业链发展。我之前就说过比亚迪做电池比宁德时代做电池有优势的地方就在于它还销售整车,能在第一时间掌握到大量的交通数据和客户体验,但宁德时代就只能通过车企的间接反馈,由此及比,链","text":"$比亚迪(002594)$为什么特斯拉找4680电池代工 就选择了比亚迪呢?比亚迪的市值还能有多少空间?今天就以比亚迪为例告诉你们,到底怎么看一家公司的优势和风险点!首先为什么选择比亚迪?因为比亚迪做4680电池真的就是成本最低的!这也是为什么特斯拉一月份交付量下滑的原因,可以确定的是后面交付的modek3/Y都会有比亚迪代工的4680电池出现,产能大概有15-20GWH。然后,我们再来说怎么看比亚迪的优势和风险点?看财报吗?不!财报是过去式,相反你只信财报可能会让你踩到大坑!投资记得是站在当下看未来,那我们先说优势,有人说比亚迪的三电技术,还有人说比亚迪的制造能力,然而我还是那句话,你无论单拿出哪一项软件技术也好还是硬件的制造能力,都是不足以成为一家企业的竞争壁垒!底层逻辑就是任何一项技术只要它出现了又被证明有市场,有利润空间,或者说对其他竞争对手而言,存在威胁了,那么就会有大量的资本涌进来,通过或学习或引进人才或直接收购某一家公司的手段,从而达到对该项技术的突破。我知道你们肯定会想到芯片,为什么我们突破起来好难哦……?那我问你们,是什么原因导致了我们的芯片落于人后?根本原因还是在于我们之前没有意识到芯片的重要性,对吗?而且芯片事业属于一个产业升级得问题,前几年我们还正处于解决温饱的问题呢,换句话说,对于整个国家而言,我们是没钱的呀!好了,那对于和我一样都真金白银的支持了比亚迪的小伙伴而言,我们再问自己一遍,比亚迪到底有什么让别人现在替代不了它,而且在未来也会处于绝对优势地位的东西呢?我的答案,一共有三点:第一个,全产业链发展。我之前就说过比亚迪做电池比宁德时代做电池有优势的地方就在于它还销售整车,能在第一时间掌握到大量的交通数据和客户体验,但宁德时代就只能通过车企的间接反馈,由此及比,链","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638737512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607065974,"gmtCreate":1639459773528,"gmtModify":1639459773528,"author":{"id":"3570319419864661","authorId":"3570319419864661","name":"鸥嘎嘎","avatar":"https://static.tigerbbs.com/b520b9268b16eb3b42b2533cf9201546","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570319419864661","authorIdStr":"3570319419864661"},"themes":[],"htmlText":"个人以为不可买,巴菲特现在年龄很大了 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