星刚明天会更好的个人主页 - 老虎社区

星刚明天会更好

星刚明天会更好

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星刚明天会更好

2021-07-02

老虎证券打新股方便了。

星刚明天会更好

2021-06-25

最近有许多美股，港股上市，仔细看看再申购了！

星刚明天会更好

2021-06-23

老虎证券交易广，美股，港股，A股等等齐全。

星刚明天会更好

2021-06-22

港股，A股九月才能稳定发展。

星刚明天会更好

2021-06-15

老虎证券有新美股上市购买了！

星刚明天会更好

2021-06-11

纪念老虎证券，股票上涨。

星刚明天会更好

2021-06-10

$百融云-W(06608)$望你快点成长。

星刚明天会更好

2021-06-09

老虎🐅，行情看涨。

星刚明天会更好

2021-06-08

老虎证券值得拥有，港股美股都是好操作。

星刚明天会更好

2021-05-28

京东物流值得拥有，看涨20%。

星刚明天会更好

2021-05-27

百融云，开始了涨姿，希望你继续保持吧！

星刚明天会更好

2021-05-13

老虎证券是一家有实力，有担当，负责人的好公司。

星刚明天会更好

2021-04-26

老虎证券是香港🇭🇰较好的！

星刚明天会更好

2021-04-21

奈飞视频讲解听听好！

星刚明天会更好

2021-04-20

代工王，台积电历史巅峰！

@价值投资为王:台积电Q1：站在历史之巅狂飙！

星刚明天会更好

2021-04-20

看看吧

@Seven8:我觉得Coinbase 长期不止1000亿美元，今晚买的敲1！

星刚明天会更好

2021-04-16

美股新股又延迟到23号了，是福还是祸啊！

星刚明天会更好

2021-04-07

回归理性，看清形势与政策，再决定去卖买股。

星刚明天会更好

2021-04-01

怪兽充电，涨了点，好兆头！

星刚明天会更好

2021-03-30

老虎证券，有美股新的怪兽充电，值得申购，看多！

去老虎APP查看更多动态

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如果不是产能紧张，台积电恐会再次大象起舞！ 财报发布之后，台积电盘前走势高开1.7%： 略超预期、起舞历史之巅！ 台积电财务数据向来比较透明，每月初都会公布上一月的销售额，因此，在一季报正式披露前，营收数据接近明牌。 从实际结果看，一季度台积电斩获129.2亿美金营收，同比增长25.4%，落在公司给出的127-130亿美金预测上限，略超市场预期。 台积电的单季营收创下历史记录，且是在一季度淡季实现，实在是惊艳！ 芯片代工有明显的淡旺季，每年的四季度是新款手机密集发布的季节，一般会是全年营收的顶峰，而每年的一季度，手机新品往往较少，是明显的淡季。 从2021年一季度来看，推动营收增长的主力是自动驾驶和高性能计算，其中自动驾驶营收约5.2亿美元，环比增速31%，足见汽车需求的爆发力度。高性能计算营收约45.2亿美元，环比增速14%。 来自智能手机的营收增速环比下滑11%，属于季节性波动。 智能手机需求处于淡季，也让台积电最先进的5纳米工艺没能爆发出威力，一季度的营收占比仅为14%，低于去年四季度的20%。 除了最新款手机会用到5纳米工艺外，其他芯片需求多是7纳米以上的成熟工艺。 目前，台积电的7纳米工艺占据了最大的收入来源，一季度贡献了35%的营收，7纳米及以下工艺合计贡献49%的营收。 先进工艺贡献主要的利润，一季度台积电的毛利率为52.","text":"4月15日，全球芯片代工之王台积电发布了2021年第一季度财报，数据略超预期，亮点如下： Q1营收129.2亿美元，落在公司给出的127-130亿美元指引上限； Q1毛利率52.4%，此前公司的指引为50.5%至52.5%之间，高于去年同期的51.8%。 除此之外，台积电上调了2021年的资本开支，预计为300亿美元，此前预测250亿美元至280亿美元。 上调资本开支的背后，是半导体代工需求井喷，台积电预计2021年的业务增速在20%左右。 如果不是产能紧张，台积电恐会再次大象起舞！ 财报发布之后，台积电盘前走势高开1.7%： 略超预期、起舞历史之巅！ 台积电财务数据向来比较透明，每月初都会公布上一月的销售额，因此，在一季报正式披露前，营收数据接近明牌。 从实际结果看，一季度台积电斩获129.2亿美金营收，同比增长25.4%，落在公司给出的127-130亿美金预测上限，略超市场预期。 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长期不止1000亿美元，今晚买的敲1！","htmlText":"Coinbase今晚在美股DPO，券商给的指导价每股250美元，对应市值才653亿美元，这绝对是低估，开盘希望能在300以内抢筹！ Coinbase作为一个非常规资产，选择上市方式当然不能跟大家都一样！选择直接上市，更加市场化给大家定价，给所有人竞争机会，不会只有投行的客户才能参与。值得注意的是，在 IPO 中，上市公司通常会新股以筹集新资金，但直接上市的话，公司通常不希望募集更多资金，而是由公司员工和投资者直接向公众出售他们现有的股票。 比特币会不会取代黄金我不知道，反正我不买黄金，比特币会不会取代美元，我觉得大概率不会，但是Coinbase的上市越发证明了华尔街和主流资本市场对比特币的认可和接纳。Coinbase上市不仅仅是一个公司上市，不仅仅是一个交易所的被证明，更是一个跨时代资产的被认可。 假设您要购买比特币，目前有两种选择： 1、部署功能强大的复杂计算机来解决复杂的数学问题进行比特币挖矿 2、在加密货币交易所购买。 第一种选择成本很高，而且需要大量的技术知识，而后者只需要在交易所开户即可。Coinbase实际就是提供这个交易服务，类似一个美股券商。 Coinbase 钱包服务不会向用户收取加密货币存储费用，但是，当您实际买卖比特币和以太坊等加密货币时，Coinbase 将赚取手续费和佣金，具体而言，Coinbase 的主要收入主要包括： 1、保证金费用，也就是所谓的价差，Coinbase 对加密货币的购买和销售收取约 0.50％ 的费用，该费率会根据市场情况而有所不同。最终要支付的保证金费用取决于用户获得报价和实际完成订单之间的价格变化。 2、Coinbase Fee，这是对所有加密交易征收的佣金，也是除价差之外，你还要被收取的一笔费用，用户实际支付的 Coinbase Fee 金额取决于所在地和交易总额。 除了交易服务之外，Coinbase 还有其他几项主要业务","listText":"Coinbase今晚在美股DPO，券商给的指导价每股250美元，对应市值才653亿美元，这绝对是低估，开盘希望能在300以内抢筹！ Coinbase作为一个非常规资产，选择上市方式当然不能跟大家都一样！选择直接上市，更加市场化给大家定价，给所有人竞争机会，不会只有投行的客户才能参与。值得注意的是，在 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独家解读新能源白皮书：涨停后的比亚迪将何去何从？","htmlText":"这是「小镇做T家」的第 17 篇原创内容。<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a> 今天大A股最受关注的，要数涨停的比亚迪和宁德时代了。 比亚迪5000多亿，宁德时代7000多亿（创业板市值第一），这种大规模的盘子，都直接来了个涨停，可见势能之大。 一开始我还摸不着头脑，寻思长城汽车低开高走还有相关利好支撑（新车型的发布，以及外资的热捧），但是比亚迪从11点开始的持续不停的爬升，就有点让我搞不清楚状况了。 当然，这个周末及此前的新闻报道中，不乏有直接或间接的新能源利好消息，但是仍然缺乏实质上的载体，比如相关法规或者文件。所以当上午盘结束，比亚迪的走势仍没有下颓迹象的时候，我的疑惑是越来越多：难道我漏掉了什么？ 这个困惑，持续了整个下午，甚至直至收盘前，朋友表示要在涨停前买入的时候，我还劝他慎重一点，防止被骗炮。不一会之后，果然就封了个涨停。 直到吃完晚饭，翻阅新闻，这个困惑才得以解开。 今天下午3点整，国务院新闻办公室发布《新时代的中国能源发展》白皮书，并举行新闻发布会。白皮书中介绍了我国在新能源发展上举世瞩目的成就，同时给出了“十四五”期间的新能源发展方向： 已取得的成就： 中国能源发展有多个世界之最：“初步核算，2019年中国一次能源生产总量达39.7亿吨标准煤，为世界能源生产第一大国；截至2019年底，在运在建核电装机容量6593万千瓦，居世界第二，在建核电装机容量世界第一；截至2019年底，水电、风电、光伏发电、生物质发电装机容量分别达3.56亿千瓦、2.1亿千瓦、2.04亿千瓦、2369万千瓦，均位居世界首位；截至2019年底，全国电动汽车充电基础设施达120万处，建成世界最大规模充电","listText":"这是「小镇做T家」的第 17 篇原创内容。<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> <a href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a> 今天大A股最受关注的，要数涨停的比亚迪和宁德时代了。 比亚迪5000多亿，宁德时代7000多亿（创业板市值第一），这种大规模的盘子，都直接来了个涨停，可见势能之大。 一开始我还摸不着头脑，寻思长城汽车低开高走还有相关利好支撑（新车型的发布，以及外资的热捧），但是比亚迪从11点开始的持续不停的爬升，就有点让我搞不清楚状况了。 当然，这个周末及此前的新闻报道中，不乏有直接或间接的新能源利好消息，但是仍然缺乏实质上的载体，比如相关法规或者文件。所以当上午盘结束，比亚迪的走势仍没有下颓迹象的时候，我的疑惑是越来越多：难道我漏掉了什么？ 这个困惑，持续了整个下午，甚至直至收盘前，朋友表示要在涨停前买入的时候，我还劝他慎重一点，防止被骗炮。不一会之后，果然就封了个涨停。 直到吃完晚饭，翻阅新闻，这个困惑才得以解开。 今天下午3点整，国务院新闻办公室发布《新时代的中国能源发展》白皮书，并举行新闻发布会。白皮书中介绍了我国在新能源发展上举世瞩目的成就，同时给出了“十四五”期间的新能源发展方向： 已取得的成就： 中国能源发展有多个世界之最：“初步核算，2019年中国一次能源生产总量达39.7亿吨标准煤，为世界能源生产第一大国；截至2019年底，在运在建核电装机容量6593万千瓦，居世界第二，在建核电装机容量世界第一；截至2019年底，水电、风电、光伏发电、生物质发电装机容量分别达3.56亿千瓦、2.1亿千瓦、2.04亿千瓦、2369万千瓦，均位居世界首位；截至2019年底，全国电动汽车充电基础设施达120万处，建成世界最大规模充电","text":"这是「小镇做T家」的第 17 篇原创内容。$比亚迪股份(01211)$ $比亚迪电子(00285)$ 今天大A股最受关注的，要数涨停的比亚迪和宁德时代了。 比亚迪5000多亿，宁德时代7000多亿（创业板市值第一），这种大规模的盘子，都直接来了个涨停，可见势能之大。 一开始我还摸不着头脑，寻思长城汽车低开高走还有相关利好支撑（新车型的发布，以及外资的热捧），但是比亚迪从11点开始的持续不停的爬升，就有点让我搞不清楚状况了。 当然，这个周末及此前的新闻报道中，不乏有直接或间接的新能源利好消息，但是仍然缺乏实质上的载体，比如相关法规或者文件。所以当上午盘结束，比亚迪的走势仍没有下颓迹象的时候，我的疑惑是越来越多：难道我漏掉了什么？ 这个困惑，持续了整个下午，甚至直至收盘前，朋友表示要在涨停前买入的时候，我还劝他慎重一点，防止被骗炮。不一会之后，果然就封了个涨停。 直到吃完晚饭，翻阅新闻，这个困惑才得以解开。 今天下午3点整，国务院新闻办公室发布《新时代的中国能源发展》白皮书，并举行新闻发布会。白皮书中介绍了我国在新能源发展上举世瞩目的成就，同时给出了“十四五”期间的新能源发展方向： 已取得的成就： 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但如果说一场调整，持续2到3个月，每天涨涨跌跌，总体上跌的要比涨的多，甚至像本周这样连续的大跌反复出现，几个月下来，你的收益会少于周期开始的时候，这样的市场阶段我们怎么定义呢？不是股灾也不是崩盘，那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后，如果持续向上，美股会不会进入一个赚钱选股都相对更难的长期回调时期呢？所以这点上，我们得小心。避险的意识必须要有。 这次分享，我就主要聊一下，为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响，我在年初大选的时候就已经开始预警了。 <a href=\"https://laohu8.com/TW/338364255\" target=\"_blank\">相比强烈的通胀预期，美股的开年黑其实算不了什么</a> <a href=\"https://laohu8.com/TW/336057536\" target=\"_blank\">国会遭受冲击，最重要的是这个变动</a> 只是点位上，我预测10年美债收益率到1%的时候会出现美股的小调整，但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后，被短时间激发，疫情的负面影响也到了后期，在1个多月时间里美股连创新高，没有对1%的美债收益做任何反应，美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势，在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看，这相当于，我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高？我们得看下平准通胀率，也就是长期市场对未来的通胀率的预测。10","listText":"快速而猛烈的下跌，乃至于触发熔断，然后花上几个月的时间修复，这样灾难性的暴跌我们一般叫崩盘，股灾啥的，在当下的市场环境下，这个可能性我们都知道不大。 但如果说一场调整，持续2到3个月，每天涨涨跌跌，总体上跌的要比涨的多，甚至像本周这样连续的大跌反复出现，几个月下来，你的收益会少于周期开始的时候，这样的市场阶段我们怎么定义呢？不是股灾也不是崩盘，那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后，如果持续向上，美股会不会进入一个赚钱选股都相对更难的长期回调时期呢？所以这点上，我们得小心。避险的意识必须要有。 这次分享，我就主要聊一下，为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响，我在年初大选的时候就已经开始预警了。 <a href=\"https://laohu8.com/TW/338364255\" target=\"_blank\">相比强烈的通胀预期，美股的开年黑其实算不了什么</a> <a href=\"https://laohu8.com/TW/336057536\" target=\"_blank\">国会遭受冲击，最重要的是这个变动</a> 只是点位上，我预测10年美债收益率到1%的时候会出现美股的小调整，但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后，被短时间激发，疫情的负面影响也到了后期，在1个多月时间里美股连创新高，没有对1%的美债收益做任何反应，美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势，在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看，这相当于，我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高？我们得看下平准通胀率，也就是长期市场对未来的通胀率的预测。10","text":"快速而猛烈的下跌，乃至于触发熔断，然后花上几个月的时间修复，这样灾难性的暴跌我们一般叫崩盘，股灾啥的，在当下的市场环境下，这个可能性我们都知道不大。 但如果说一场调整，持续2到3个月，每天涨涨跌跌，总体上跌的要比涨的多，甚至像本周这样连续的大跌反复出现，几个月下来，你的收益会少于周期开始的时候，这样的市场阶段我们怎么定义呢？不是股灾也不是崩盘，那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后，如果持续向上，美股会不会进入一个赚钱选股都相对更难的长期回调时期呢？所以这点上，我们得小心。避险的意识必须要有。 这次分享，我就主要聊一下，为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响，我在年初大选的时候就已经开始预警了。 相比强烈的通胀预期，美股的开年黑其实算不了什么 国会遭受冲击，最重要的是这个变动 只是点位上，我预测10年美债收益率到1%的时候会出现美股的小调整，但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后，被短时间激发，疫情的负面影响也到了后期，在1个多月时间里美股连创新高，没有对1%的美债收益做任何反应，美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势，在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看，这相当于，我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 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\n \n  在《每日周报》年度股东大会上，伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格，接受了CNBC采访，对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>比特币和特斯拉，我都不要！他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂，还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示：“我不知道银行业未来会是什么样子，我也不知道支付系统未来将如何发展。但是我的确认为，一家经营良好的银行，对文明有着很大的贡献，世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此，我不认为比特币最终会成为通行全世界的交易媒介，它的波动性太大，无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金，所以我也不会购买比特币。”他称：“比特币让我想起了奥斯卡·王尔德（Oscar Wilde）关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比，他借用作家塞缪尔·约翰逊的话称：“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中，当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事，而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外，这位97岁高龄的投资者看重长线稳定，\n \n","listText":"在《每日周报》年度股东大会上，伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格，接受了CNBC采访，对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a> <a 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