+关注
黑燀
暂无个人介绍
IP属地：未知
52
关注
5
粉丝
0
主题
0
勋章
主贴
热门
黑燀
2021-07-30
OK thanks
抱歉，原内容已删除
黑燀
2021-07-23
😥
【异动】造车新势力下跌，理想汽车跌超9%
黑燀
2021-07-21
Good
抱歉，原内容已删除
黑燀
2021-06-21
Good
抱歉，原内容已删除
黑燀
2021-06-15
不懂😇😇
2万亿期权周五到期，年内第二个“四巫日”太可怕？
黑燀
2021-04-02
拭目以待
抱歉，原内容已删除
黑燀
2021-04-01
OK, thanks
抱歉，原内容已删除
黑燀
2021-03-12
很好，可以早睡觉一个小时。
抱歉，原内容已删除
黑燀
2021-03-04
快点来吧！
抱歉，原内容已删除
黑燀
2021-03-02
看好
苹果在美国的所有门店恢复营业，为疫情爆发以来首次
黑燀
2021-03-01
骄傲。
港股5G概念股涨幅扩大，工信部：5G建设成绩骄人
黑燀
2021-03-01
涨的太慢了。
抱歉，原内容已删除
黑燀
2021-02-24
希望总统言出必行。
抱歉，原内容已删除
黑燀
2021-02-17
10%回调怕怕😥😥😥
抱歉，原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3572002542955340","uuid":"3572002542955340","gmtCreate":1608908519665,"gmtModify":1615860458241,"name":"黑燀","pinyin":"h燀hei燀","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":52,"tweetSize":14,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.23%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":808469605,"gmtCreate":1627606478007,"gmtModify":1633757871428,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"OK thanks ","listText":"OK thanks ","text":"OK thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808469605","repostId":"2155842181","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174011138,"gmtCreate":1627052280024,"gmtModify":1633768397031,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"😥","listText":"😥","text":"😥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174011138","repostId":"1156749058","repostType":4,"repost":{"id":"1156749058","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":1627052025,"share":"https://www.laohu8.com/m/news/1156749058?lang=&edition=full","pubTime":"2021-07-23 22:53","market":"us","language":"zh","title":"【异动】造车新势力下跌，理想汽车跌超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1156749058","media":"老虎资讯综合","summary":"7月23日，造车新势力下跌，理想汽车跌超9%，小鹏汽车跌超7%，蔚来跌超6%。","content":"<p>7月23日，造车新势力下跌，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超9%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超7%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超6%。</p>\n<p><img src=\"https://static.tigerbbs.com/12dfdd311c9b3fca50f286268aeb337c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>【异动】造车新势力下跌，理想汽车跌超9%</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; 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【异动】造车新势力下跌，理想汽车跌超9%\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\">2021-07-23 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日，造车新势力下跌，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超9%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超7%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超6%。</p>\n<p><img src=\"https://static.tigerbbs.com/12dfdd311c9b3fca50f286268aeb337c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3461c9400040bdfdce3ecdd4882fbed","relate_stocks":{"LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156749058","content_text":"7月23日，造车新势力下跌，理想汽车跌超9%，小鹏汽车跌超7%，蔚来跌超6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178244687,"gmtCreate":1626825490249,"gmtModify":1633770720462,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178244687","repostId":"2153697952","repostType":4,"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167432417,"gmtCreate":1624281531339,"gmtModify":1634008481948,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167432417","repostId":"1175702656","repostType":4,"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160910241,"gmtCreate":1623768885183,"gmtModify":1634028569278,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"不懂😇😇","listText":"不懂😇😇","text":"不懂😇😇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/160910241","repostId":"1119444358","repostType":4,"repost":{"id":"1119444358","kind":"news","pubTimestamp":1623730397,"share":"https://www.laohu8.com/m/news/1119444358?lang=&edition=full","pubTime":"2021-06-15 12:13","market":"us","language":"zh","title":"2万亿期权周五到期，年内第二个“四巫日”太可怕？","url":"https://stock-news.laohu8.com/highlight/detail?id=1119444358","media":"美港电讯","summary":"美股这样的平静日子很可能在本周五就画上句号。","content":"<p>周一，纳指、标普500指数再创历史新高；与此同时，衡量标普500指数波动性的VIX指数近日持续走低，目前已经触及去年疫情爆发以来的最低水平。</p>\n<p><img src=\"https://static.tigerbbs.com/1c682edd73777792c9069a8b0727620e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>金融博客零对冲撰文指出，<u><b>美股这样的平静日子很可能在本周五就画上句号，这是年内第二个“四巫日”，届时大量美股期权将同时到期。</b></u></p>\n<p>高盛的内部衍生品专家Rocky Fishman预测6月即将到期的期权规模和之前一样巨大，具体而言，本周五到期的期权包括：价值2400亿美元的标普500指数ETF期权，2000亿美元的迷你标普500指数期货以及1.8万亿美元的标普500指数期权。</p>\n<p><img src=\"https://static.tigerbbs.com/54db6f13be487dd09e44c260bc5440db\" tg-width=\"894\" tg-height=\"713\" referrerpolicy=\"no-referrer\"></p>\n<p>值得注意的是，执行价格接近标的资产价格的期权数量创下10年来最低，由于近期美股一直处于高位，预计大部分6月未平仓合约价格都低于当前的股指现货价格。如下图所示，行权价在3900和4150附近期权分布密集。这意味着在本周五之后，这些点周围可能会有一定的支撑，直到被新的gamma重新填充。</p>\n<p><img src=\"https://static.tigerbbs.com/a85d6a35c0b893247b3b9095f4400b15\" tg-width=\"1139\" tg-height=\"658\" referrerpolicy=\"no-referrer\"></p>\n<p>此外，据高盛估计，折式合成期权（combos）占标普500指数期权规模的15-20%，即调整后的未平仓合约总额将达到1.5万亿美元，仍远大于即将到期的单一股票期权的未平仓合约总额（7750亿美元）。</p>\n<p><b><u>这个“四巫日”之所以特别，一个重要原因是此前大盘波动率实在低得异常。</u></b>高盛策略师指出标普500指数过去13个交易日的波动率仅为5.1%，这是自2019年以来最低。</p>\n<p><img src=\"https://static.tigerbbs.com/afffda1e07736784ad695d95a9936421\" tg-width=\"952\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p>\n<p>这一幕和1997年8月相似，当时标普500指数不断续刷新高，与此同时VIX指数却处于新低。</p>\n<p><img src=\"https://static.tigerbbs.com/df2b7aeaadb37160a7eaf0ac08ba31de\" tg-width=\"1236\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p>\n<p>大盘波动率极低，但诡异的是，个股却频频上演极端波动，例如AMC——虽然AMC上周名义成交量仅70亿美元/天，远低于亚马逊的1200亿美元/天，且远低于第一季度的峰值，但在所有个股中其合约成交量最高，期间可实现的成交量接近400%。</p>\n<p>分析指出，散户驱动了所有个股期权活动的很大比例，近期个股期权活动的增长主要集中在低价股票上，导致过去两周合约交易量的份额与名义交易量不匹配。</p>\n<p>目前美股的多头伽玛头寸规模依然高企，野村证券的Charlie McElligott指出，<b><u>极低的大盘实际波动率与大量看涨gamma期权到期的情况是危险的，即一旦头寸集体平仓，实际波动率可能会瞬间回升</u></b>。同时，VIX指数期货相对于标普500指数Beta值不断上升，这表明，如果市场出现抛售，空头gamma仓位会回升，市场将变得更加不稳定。</p>\n<p><img src=\"https://static.tigerbbs.com/76b01b8a05b70ec4f343626b1fad491b\" tg-width=\"931\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p>\n<p>高盛还指出，临近周五“四巫日”，美股期权交易量正在下降，这个反常现象出现主要是因为每周到期的短期期权正在变得火热，尤其是大受散户投资者欢迎。事实上，第三个周五到期的标普500指数期权交易量百分比处于历史最低点，甚至小于每周一和周三到期期权交易量的百分比。</p>\n<p><img src=\"https://static.tigerbbs.com/bd0e886a62a61c70b0f299bd6c032a24\" tg-width=\"954\" tg-height=\"1128\" referrerpolicy=\"no-referrer\"></p>\n<p>超短期期权交易量增加的一个解释是散户对部分个股的热潮。高盛指出：</p>\n<blockquote>\n “如果做市商无法覆盖散户投资者看涨买入产生的短期gamma，他们可能会积极买入多头头寸，以抵消伽玛效应。”\n</blockquote>\n<p>零对冲警告，一旦这个趋势变得普遍，大盘可能会面临剧烈波动。</p>","source":"live_meigang","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>2万亿期权周五到期，年内第二个“四巫日”太可怕？</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; 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\">\n2万亿期权周五到期，年内第二个“四巫日”太可怕？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 12:13 北京时间 <a href=https://news.ushknews.com/mobile/details.html?id=1003226><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，纳指、标普500指数再创历史新高；与此同时，衡量标普500指数波动性的VIX指数近日持续走低，目前已经触及去年疫情爆发以来的最低水平。\n\n金融博客零对冲撰文指出，美股这样的平静日子很可能在本周五就画上句号，这是年内第二个“四巫日”，届时大量美股期权将同时到期。\n高盛的内部衍生品专家Rocky Fishman预测6月即将到期的期权规模和之前一样巨大，具体而言，本周五到期的期权包括：价值2400...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1003226\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/32f76f2b955be371110b877bebef37ba","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1003226","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119444358","content_text":"周一，纳指、标普500指数再创历史新高；与此同时，衡量标普500指数波动性的VIX指数近日持续走低，目前已经触及去年疫情爆发以来的最低水平。\n\n金融博客零对冲撰文指出，美股这样的平静日子很可能在本周五就画上句号，这是年内第二个“四巫日”，届时大量美股期权将同时到期。\n高盛的内部衍生品专家Rocky Fishman预测6月即将到期的期权规模和之前一样巨大，具体而言，本周五到期的期权包括：价值2400亿美元的标普500指数ETF期权，2000亿美元的迷你标普500指数期货以及1.8万亿美元的标普500指数期权。\n\n值得注意的是，执行价格接近标的资产价格的期权数量创下10年来最低，由于近期美股一直处于高位，预计大部分6月未平仓合约价格都低于当前的股指现货价格。如下图所示，行权价在3900和4150附近期权分布密集。这意味着在本周五之后，这些点周围可能会有一定的支撑，直到被新的gamma重新填充。\n\n此外，据高盛估计，折式合成期权（combos）占标普500指数期权规模的15-20%，即调整后的未平仓合约总额将达到1.5万亿美元，仍远大于即将到期的单一股票期权的未平仓合约总额（7750亿美元）。\n这个“四巫日”之所以特别，一个重要原因是此前大盘波动率实在低得异常。高盛策略师指出标普500指数过去13个交易日的波动率仅为5.1%，这是自2019年以来最低。\n\n这一幕和1997年8月相似，当时标普500指数不断续刷新高，与此同时VIX指数却处于新低。\n\n大盘波动率极低，但诡异的是，个股却频频上演极端波动，例如AMC——虽然AMC上周名义成交量仅70亿美元/天，远低于亚马逊的1200亿美元/天，且远低于第一季度的峰值，但在所有个股中其合约成交量最高，期间可实现的成交量接近400%。\n分析指出，散户驱动了所有个股期权活动的很大比例，近期个股期权活动的增长主要集中在低价股票上，导致过去两周合约交易量的份额与名义交易量不匹配。\n目前美股的多头伽玛头寸规模依然高企，野村证券的Charlie McElligott指出，极低的大盘实际波动率与大量看涨gamma期权到期的情况是危险的，即一旦头寸集体平仓，实际波动率可能会瞬间回升。同时，VIX指数期货相对于标普500指数Beta值不断上升，这表明，如果市场出现抛售，空头gamma仓位会回升，市场将变得更加不稳定。\n\n高盛还指出，临近周五“四巫日”，美股期权交易量正在下降，这个反常现象出现主要是因为每周到期的短期期权正在变得火热，尤其是大受散户投资者欢迎。事实上，第三个周五到期的标普500指数期权交易量百分比处于历史最低点，甚至小于每周一和周三到期期权交易量的百分比。\n\n超短期期权交易量增加的一个解释是散户对部分个股的热潮。高盛指出：\n\n “如果做市商无法覆盖散户投资者看涨买入产生的短期gamma，他们可能会积极买入多头头寸，以抵消伽玛效应。”\n\n零对冲警告，一旦这个趋势变得普遍，大盘可能会面临剧烈波动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340927498,"gmtCreate":1617332855814,"gmtModify":1634521371073,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"拭目以待","listText":"拭目以待","text":"拭目以待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340927498","repostId":"1129795523","repostType":4,"isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357344152,"gmtCreate":1617241558376,"gmtModify":1634521857764,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"OK, thanks","listText":"OK, thanks","text":"OK, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357344152","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328226108,"gmtCreate":1615532704904,"gmtModify":1703490533934,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"很好，可以早睡觉一个小时。","listText":"很好，可以早睡觉一个小时。","text":"很好，可以早睡觉一个小时。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328226108","repostId":"1136225097","repostType":4,"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364588664,"gmtCreate":1614864713558,"gmtModify":1703482160975,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"快点来吧！","listText":"快点来吧！","text":"快点来吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364588664","repostId":"1109713751","repostType":4,"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362615211,"gmtCreate":1614620675233,"gmtModify":1703479043770,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"看好","listText":"看好","text":"看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362615211","repostId":"1103499830","repostType":4,"repost":{"id":"1103499830","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":1614613166,"share":"https://www.laohu8.com/m/news/1103499830?lang=&edition=full","pubTime":"2021-03-01 23:39","market":"us","language":"zh","title":"苹果在美国的所有门店恢复营业，为疫情爆发以来首次","url":"https://stock-news.laohu8.com/highlight/detail?id=1103499830","media":"老虎资讯综合","summary":"苹果公司：截至今日，苹果在美国的所有门店恢复营业，为2020年3月以来首次。截至发稿，苹果盘中涨超3%。","content":"<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司：截至今日，苹果在美国的所有门店恢复营业，为2020年3月以来首次。</p><p>截至发稿，苹果盘中涨超3%。</p><p><img src=\"https://static.tigerbbs.com/ea5a7d138114d4a23fe39c16dd63fe07\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>苹果在美国的所有门店恢复营业，为疫情爆发以来首次</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; 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苹果在美国的所有门店恢复营业，为疫情爆发以来首次\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\">2021-03-01 23:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司：截至今日，苹果在美国的所有门店恢复营业，为2020年3月以来首次。</p><p>截至发稿，苹果盘中涨超3%。</p><p><img src=\"https://static.tigerbbs.com/ea5a7d138114d4a23fe39c16dd63fe07\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103499830","content_text":"苹果公司：截至今日，苹果在美国的所有门店恢复营业，为2020年3月以来首次。截至发稿，苹果盘中涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362984675,"gmtCreate":1614588330297,"gmtModify":1703478506253,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"骄傲。","listText":"骄傲。","text":"骄傲。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362984675","repostId":"1150350620","repostType":4,"repost":{"id":"1150350620","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":1614575829,"share":"https://www.laohu8.com/m/news/1150350620?lang=&edition=full","pubTime":"2021-03-01 13:17","market":"hk","language":"zh","title":"港股5G概念股涨幅扩大，工信部：5G建设成绩骄人","url":"https://stock-news.laohu8.com/highlight/detail?id=1150350620","media":"老虎资讯综合","summary":"3月1日，港股5G概念股涨幅扩大，中国移动、中国联通、中国电信均涨超5%，中兴通讯涨超4%；此前工信部表示今年要有序推进5G网络建设，加快6G布局。国新办3月1日举行工业和信息化发展情况新闻发布会。工","content":"<p>3月1日，港股5G概念股涨幅扩大，<a href=\"https://laohu8.com/S/00941\">中国移动</a>、<a href=\"https://laohu8.com/S/00762\">中国联通</a>、<a href=\"https://laohu8.com/S/00728\">中国电信</a>均涨超5%，<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>涨超4%；此前工信部表示今年要有序推进5G网络建设，加快6G布局。</p><p><img src=\"https://static.tigerbbs.com/4927295b6c92521fd426e597610239d4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>国新办3月1日举行工业和信息化发展情况新闻发布会。工业和信息化部党组成员、总工程师田玉龙表示，大力推动信息通讯业的高质量发展，今年要有序推进5G网络建设，加快6G的布局。数据显示，到2020年底，我国累计开通5G基站71.8万个，5G手机终端连接数突破2亿户。</p><p>工信部部长肖亚庆同时表示，全面部署5G、工业互联网、数据中心等新一代信息通信基础设施建设。将推动包括集成电路、5G、新能源等新兴战略性产业的发展壮大，培育发展未来产业，要打造一批具有国际竞争力的产业集群。</p>","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>港股5G概念股涨幅扩大，工信部：5G建设成绩骄人</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; 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港股5G概念股涨幅扩大，工信部：5G建设成绩骄人\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\">2021-03-01 13:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月1日，港股5G概念股涨幅扩大，<a href=\"https://laohu8.com/S/00941\">中国移动</a>、<a href=\"https://laohu8.com/S/00762\">中国联通</a>、<a href=\"https://laohu8.com/S/00728\">中国电信</a>均涨超5%，<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>涨超4%；此前工信部表示今年要有序推进5G网络建设，加快6G布局。</p><p><img src=\"https://static.tigerbbs.com/4927295b6c92521fd426e597610239d4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>国新办3月1日举行工业和信息化发展情况新闻发布会。工业和信息化部党组成员、总工程师田玉龙表示，大力推动信息通讯业的高质量发展，今年要有序推进5G网络建设，加快6G的布局。数据显示，到2020年底，我国累计开通5G基站71.8万个，5G手机终端连接数突破2亿户。</p><p>工信部部长肖亚庆同时表示，全面部署5G、工业互联网、数据中心等新一代信息通信基础设施建设。将推动包括集成电路、5G、新能源等新兴战略性产业的发展壮大，培育发展未来产业，要打造一批具有国际竞争力的产业集群。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"00728":"中国电信","00762":"中国联通","00763":"中兴通讯","00941":"中国移动"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150350620","content_text":"3月1日，港股5G概念股涨幅扩大，中国移动、中国联通、中国电信均涨超5%，中兴通讯涨超4%；此前工信部表示今年要有序推进5G网络建设，加快6G布局。国新办3月1日举行工业和信息化发展情况新闻发布会。工业和信息化部党组成员、总工程师田玉龙表示，大力推动信息通讯业的高质量发展，今年要有序推进5G网络建设，加快6G的布局。数据显示，到2020年底，我国累计开通5G基站71.8万个，5G手机终端连接数突破2亿户。工信部部长肖亚庆同时表示，全面部署5G、工业互联网、数据中心等新一代信息通信基础设施建设。将推动包括集成电路、5G、新能源等新兴战略性产业的发展壮大，培育发展未来产业，要打造一批具有国际竞争力的产业集群。","news_type":1},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362015715,"gmtCreate":1614573353637,"gmtModify":1703478350136,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"涨的太慢了。","listText":"涨的太慢了。","text":"涨的太慢了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362015715","repostId":"1149590579","repostType":4,"isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361903444,"gmtCreate":1614182397988,"gmtModify":1634550816316,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"希望总统言出必行。","listText":"希望总统言出必行。","text":"希望总统言出必行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361903444","repostId":"2113736007","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385294367,"gmtCreate":1613552940059,"gmtModify":1634553195062,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"10%回调怕怕😥😥😥","listText":"10%回调怕怕😥😥😥","text":"10%回调怕怕😥😥😥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385294367","repostId":"1167365482","repostType":4,"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":174011138,"gmtCreate":1627052280024,"gmtModify":1633768397031,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"😥","listText":"😥","text":"😥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174011138","repostId":"1156749058","repostType":4,"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178244687,"gmtCreate":1626825490249,"gmtModify":1633770720462,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178244687","repostId":"2153697952","repostType":4,"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808469605,"gmtCreate":1627606478007,"gmtModify":1633757871428,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"OK thanks ","listText":"OK thanks ","text":"OK thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808469605","repostId":"2155842181","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160910241,"gmtCreate":1623768885183,"gmtModify":1634028569278,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"不懂😇😇","listText":"不懂😇😇","text":"不懂😇😇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/160910241","repostId":"1119444358","repostType":4,"isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357344152,"gmtCreate":1617241558376,"gmtModify":1634521857764,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"OK, thanks","listText":"OK, thanks","text":"OK, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357344152","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328226108,"gmtCreate":1615532704904,"gmtModify":1703490533934,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"很好，可以早睡觉一个小时。","listText":"很好，可以早睡觉一个小时。","text":"很好，可以早睡觉一个小时。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328226108","repostId":"1136225097","repostType":4,"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167432417,"gmtCreate":1624281531339,"gmtModify":1634008481948,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167432417","repostId":"1175702656","repostType":4,"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340927498,"gmtCreate":1617332855814,"gmtModify":1634521371073,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"拭目以待","listText":"拭目以待","text":"拭目以待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340927498","repostId":"1129795523","repostType":4,"isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364588664,"gmtCreate":1614864713558,"gmtModify":1703482160975,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"快点来吧！","listText":"快点来吧！","text":"快点来吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364588664","repostId":"1109713751","repostType":4,"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362615211,"gmtCreate":1614620675233,"gmtModify":1703479043770,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"看好","listText":"看好","text":"看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362615211","repostId":"1103499830","repostType":4,"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362984675,"gmtCreate":1614588330297,"gmtModify":1703478506253,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"骄傲。","listText":"骄傲。","text":"骄傲。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362984675","repostId":"1150350620","repostType":4,"repost":{"id":"1150350620","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":1614575829,"share":"https://www.laohu8.com/m/news/1150350620?lang=&edition=full","pubTime":"2021-03-01 13:17","market":"hk","language":"zh","title":"港股5G概念股涨幅扩大，工信部：5G建设成绩骄人","url":"https://stock-news.laohu8.com/highlight/detail?id=1150350620","media":"老虎资讯综合","summary":"3月1日，港股5G概念股涨幅扩大，中国移动、中国联通、中国电信均涨超5%，中兴通讯涨超4%；此前工信部表示今年要有序推进5G网络建设，加快6G布局。国新办3月1日举行工业和信息化发展情况新闻发布会。工","content":"<p>3月1日，港股5G概念股涨幅扩大，<a href=\"https://laohu8.com/S/00941\">中国移动</a>、<a href=\"https://laohu8.com/S/00762\">中国联通</a>、<a href=\"https://laohu8.com/S/00728\">中国电信</a>均涨超5%，<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>涨超4%；此前工信部表示今年要有序推进5G网络建设，加快6G布局。</p><p><img src=\"https://static.tigerbbs.com/4927295b6c92521fd426e597610239d4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>国新办3月1日举行工业和信息化发展情况新闻发布会。工业和信息化部党组成员、总工程师田玉龙表示，大力推动信息通讯业的高质量发展，今年要有序推进5G网络建设，加快6G的布局。数据显示，到2020年底，我国累计开通5G基站71.8万个，5G手机终端连接数突破2亿户。</p><p>工信部部长肖亚庆同时表示，全面部署5G、工业互联网、数据中心等新一代信息通信基础设施建设。将推动包括集成电路、5G、新能源等新兴战略性产业的发展壮大，培育发展未来产业，要打造一批具有国际竞争力的产业集群。</p>","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>港股5G概念股涨幅扩大，工信部：5G建设成绩骄人</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; 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港股5G概念股涨幅扩大，工信部：5G建设成绩骄人\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\">2021-03-01 13:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月1日，港股5G概念股涨幅扩大，<a href=\"https://laohu8.com/S/00941\">中国移动</a>、<a href=\"https://laohu8.com/S/00762\">中国联通</a>、<a href=\"https://laohu8.com/S/00728\">中国电信</a>均涨超5%，<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>涨超4%；此前工信部表示今年要有序推进5G网络建设，加快6G布局。</p><p><img src=\"https://static.tigerbbs.com/4927295b6c92521fd426e597610239d4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>国新办3月1日举行工业和信息化发展情况新闻发布会。工业和信息化部党组成员、总工程师田玉龙表示，大力推动信息通讯业的高质量发展，今年要有序推进5G网络建设，加快6G的布局。数据显示，到2020年底，我国累计开通5G基站71.8万个，5G手机终端连接数突破2亿户。</p><p>工信部部长肖亚庆同时表示，全面部署5G、工业互联网、数据中心等新一代信息通信基础设施建设。将推动包括集成电路、5G、新能源等新兴战略性产业的发展壮大，培育发展未来产业，要打造一批具有国际竞争力的产业集群。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"00728":"中国电信","00762":"中国联通","00763":"中兴通讯","00941":"中国移动"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150350620","content_text":"3月1日，港股5G概念股涨幅扩大，中国移动、中国联通、中国电信均涨超5%，中兴通讯涨超4%；此前工信部表示今年要有序推进5G网络建设，加快6G布局。国新办3月1日举行工业和信息化发展情况新闻发布会。工业和信息化部党组成员、总工程师田玉龙表示，大力推动信息通讯业的高质量发展，今年要有序推进5G网络建设，加快6G的布局。数据显示，到2020年底，我国累计开通5G基站71.8万个，5G手机终端连接数突破2亿户。工信部部长肖亚庆同时表示，全面部署5G、工业互联网、数据中心等新一代信息通信基础设施建设。将推动包括集成电路、5G、新能源等新兴战略性产业的发展壮大，培育发展未来产业，要打造一批具有国际竞争力的产业集群。","news_type":1},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362015715,"gmtCreate":1614573353637,"gmtModify":1703478350136,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"涨的太慢了。","listText":"涨的太慢了。","text":"涨的太慢了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362015715","repostId":"1149590579","repostType":4,"repost":{"id":"1149590579","kind":"news","pubTimestamp":1614570969,"share":"https://www.laohu8.com/m/news/1149590579?lang=&edition=full","pubTime":"2021-03-01 11:56","market":"sh","language":"zh","title":"巴菲特重仓苹果的意义","url":"https://stock-news.laohu8.com/highlight/detail?id=1149590579","media":"A股数据挖掘机","summary":"说一下苹果这个公司对投资的含义啊，我倒觉得有两个方面啊，第一个方面就是涨得巨多，以后该不该买？\n第二个方面呢，发现下一个茅台的，我觉得最positive最正能量啊，最准确的解释应该是：你要发现一个重要","content":"<ul>\n <li><p>说一下<a href=\"https://laohu8.com/S/AAPL\">苹果</a>这个公司对投资的含义啊，我倒觉得有两个方面啊，第一个方面就是涨得巨多，以后该不该买？</p></li>\n <li><p>第二个方面呢，发现下一个茅台的，我觉得最positive最正能量啊，最准确的解释应该是：你要发现一个重要的伟大的企业，你只投资一流的机会，不要被一些二流的机会三流的机会，一些小机会或者一些噪音干扰，就是发现下一个苹果的意义！</p></li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/1086c843fa313d62b9205bb85185f753\" tg-width=\"1080\" tg-height=\"1116\" referrerpolicy=\"no-referrer\"></p>\n<p>说一下苹果这个公司对投资的含义啊，我倒觉得有两个方面啊，第一个方面就是涨得巨多，以后该不该买？第二个方面呢，是寻找下一个苹果是什么意思？</p>\n<p>第一个方面，你绕不过去的就是巴菲特对吧，大家知道巴菲特传统上呢，他只买什么呢？只买消费，只买银行对吧。好像他连药都买得的比较少，所以基本不买这个科技股是吧，大概是2012年开始，他和那个比尔.盖茨是很好的，忘年交了对吧，没有买过<a href=\"https://laohu8.com/S/MSFT\">微软</a>，2012年开始他买的第一只科技股<a href=\"https://laohu8.com/S/IBM\">IBM</a>。</p>\n<p>IBM他应该是买得不成功，咱们前面的节目说过啊，好像是埃因霍恩，还是一个年轻的基金经理，说他买错了。后来事实果然买错了啊，卖掉以后呢，而且很晚了吧，13年14年吧，才开始买的这个苹果。你知道苹果真正的开始上涨05年05年。就是买的，应该是比较晚了对不对？所以很多人呢，投资者呢，就觉得哎呀，就是投资大牛股啊。</p>\n<p>特别低的价格没买，心里不舒服不满意，对吧！然后我经常开玩笑啊，说革命不分先后啊，人的这个心理认知的偏差，肯定有啊，不舒服啊。巴菲特，我觉得很厉害，就涨了很多以后开始买，别人肯定说他傻，说他蠢啊，早干嘛去了对吧。</p>\n<p>第二个问题呢，巴特敢于重仓啊。前几期节目还刚说过啊，一开始说的巴菲特，苹果到了38%。巴菲特的组合里边，苹果也到了38%的仓位了，接近四成。这个是真正的高手，投资组合不符合学术的组合投资理论，组合投资理论强调分散投资，对巴菲特来说，分散投资是无知的保护伞，对吧。</p>\n<p>所以巴菲特呢，不仅得晚，还在顶部，头部，重仓是吧。这就看怎么看啊，我理解的就是有一句话，不知道是不是巴菲特说的：最好的投资什么，最好的投资是永远不要卖出的投资。巴菲特呢，确实老道啊，在有生之年，现在应该90岁了，最后几年，从70岁到90岁肯定也犯了很多错误，业绩也一般，这20年中好几年没有跑赢指数，但最后的这个下大注啊，应该是为他这一生的投资奠定了很好的基础。比较完美地保住了晚节，完美收官，甚至还可以升华。发现了苹果，就是投资一个时代的投资，是吧，企业是时代的企业？</p>\n<p>就是其实咱们节目一直在说，强者很强大，企业会越来越大是吧，最近的统计数据出来了，所以faamg是吧。就是<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、苹果、微软、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>这五大公司，这五大公司最近几年是上涨，如果把这五大公司扣除，标准普尔另外495公司组成一个组合，这个组合下跌了，或者业绩很差。这个几个公司代表了这个时代。</p>\n<p>第二个绕不过去的是段永平是吧，段永平40岁，41岁，为了爱情，成为了独立投资人，段永平因为自己开了个<a href=\"https://laohu8.com/S/WB\">微博</a>还是雪球。就咱们有一期节目好像专门说过呀，不要乱刷屏，不要读那些垃圾文章，不要读那些鸡汤文章，不要读那些所谓的专业投资人士，只会引起你焦虑，要刷就刷段永平。</p>\n<p>段永平的那些事，十年来的那个很接地气的讲话，有人把他都弄成PDF版了对吧，大家可以找一找。段永平呢，其实也长期重仓苹果呀，这也是一个很了不起的人，很了不起的事情啊。所以在这一点上，重要的投资人对客观事情，客观世界的认识都是趋同的。</p>\n<p>反观国内的投资者吧，受原来A股市场情绪的影响，还受A股公司很少有这种能够长期持续稳定发展公司的影响，两方面造成情绪波动大。大家呢，擅长的是什么呢？就是，牛市来了买，熊市来了跑，应该是这样吧，或者倒过来也行，熊市来了买牛市来了跑。就是大家做这个产品的得失，对吧。</p>\n<p>第二呢，企业确实也不争气，茅台、恒瑞啊，确实20年来真是凤毛麟角。伟大的企业少，所以这些企业回头看，在2007年到2014年7年不涨，有什么办法呢？7年不涨，然后记得前一段有个报道吧，说是茅台股改的时候，有个安徽的投资大师都接下来了很多。2003年接下来的，到14年15年的时候就卖了，在一波十七八倍大涨之前把它卖了，很多人说他不行，但我特能理解为什么，其实从2003年到14、15年也折腾了很多年，并且呢，关键是2003年的买了肯定感觉很好，买完就一直涨到2007年，马上涨了，但是涨完了。从2007年一直就到了2014年7年不了对吧，因为这种锚定效应了，2007年那么高价没卖，现在这么低，所以又回到14年，14年又回到2007年高点的时候也赚了很多钱，卖了对吧。</p>\n<p>也很难理解，这是一个好公司，啥时买都不晚，但是前提呢，是这个公司要好！以前碰到一些香港投资者会说呢，只会买贵，不会买错啊，那个好企业只会买贵，不会买错。但是实际呢，还比较难啊，就印证了咱们一直说一句话，看得准。</p>\n<p>第二个启示呢，就是说发现下一个苹果，所以大家A股市场，大家介绍说，我们发现什么下一个茅台对不对，或者是某个行业的茅台，云计算领域的茅台，或者是什么。</p>\n<p>发现第二个苹果，他的意思是什么呢？对这句话呢，有人开玩笑，第二个呢，一般呢，真的不如第一个，要发现第二个呢，你还不如去买第一个，这是一种说法。</p>\n<p>还有一种说法呢，我觉得比较不开玩笑，比较正面的说法是，发现下一个茅台的，我觉得最positive最正能量啊，最准确的解释应该是你要发现一个重要的伟大的企业，你只投资一流的机会，不要被一些二流的机会三流的机会，一些小机会或者一些噪音干扰，就是发现下一个茅台的意义在哪！或者发现下一个苹果就在要抓住大的机会，摒弃小的机会，只是将军赶路不追小兔。</p>\n<p>但是我个人觉得啊，苹果这个茅台比苹果还是要差一点，茅台就喝呗，苹果是改变世界的。</p>\n<p><b>（文章来自原博时基金副总裁杨锐在喜马拉雅的节目音频，转换成文字）</b></p>\n<p>最近白酒股大跌，“坤哥”快变成了“坤狗”了。是坤哥不行，还是这届投资者不行？人家可是从1月8号就开始减仓，从87%减到了67%，足足减了20个点！</p>\n<p><img src=\"https://static.tigerbbs.com/4ecca07c54cd7c4a4fe1a49a2398ffda\" tg-width=\"1080\" tg-height=\"293\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/ce949888103ca90da991a49c41c7603c\" tg-width=\"1080\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/9128e7d5b132059fe6a648218d783791\" tg-width=\"1036\" tg-height=\"1106\" referrerpolicy=\"no-referrer\"></p>\n<p>最近三年，两次分红，分红的收益率超过17%！</p>\n<p><img src=\"https://static.tigerbbs.com/46e031b857791688474ceaff967e26fd\" tg-width=\"670\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p><b>大胆猜想，要不是投资者太难伺候，要不是公募基金单只股票持仓不能超过净值的10%，坤哥应该会买4成的茅台吧！</b></p>\n<p><b>以下是数据</b></p>\n<p><img src=\"https://static.tigerbbs.com/4ee5b34734abb874adec4a37f525dfee\" tg-width=\"1080\" tg-height=\"1236\" referrerpolicy=\"no-referrer\"></p>\n<p>上周五被外资增持的股票：</p>\n<p>1、<a href=\"https://laohu8.com/S/600406\">国电南瑞</a></p>\n<p><img src=\"https://static.tigerbbs.com/41f7ec88495b492c13c590fb1b22c096\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>2、兴业银行</p>\n<p><img src=\"https://static.tigerbbs.com/cd2d33b377c0dd69117824cb3f80b72b\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>3、三棵树</p>\n<p><img src=\"https://static.tigerbbs.com/679e08a149b080db6623abe3b784b465\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>4、<a href=\"https://laohu8.com/S/601799\">星宇股份</a></p>\n<p><img src=\"https://static.tigerbbs.com/c0a54a196e99ed243ee75f0559bc6dff\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>5、珀莱雅</p>\n<p><img src=\"https://static.tigerbbs.com/3ff9980dd5d73df9b0f71f10fbfafed1\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>6、八方股份</p>\n<p><img src=\"https://static.tigerbbs.com/13e665c56d1140451638c7826e3927ea\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>7、<a href=\"https://laohu8.com/S/603899\">晨光文具</a></p>\n<p><img src=\"https://static.tigerbbs.com/7637448d4b135ff44b107340785e4b4b\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>8、安井食品</p>\n<p><img src=\"https://static.tigerbbs.com/30c9eba8ce61ffe928b5e0a23334108e\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>9、<a href=\"https://laohu8.com/S/600004\">白云机场</a></p>\n<p><img src=\"https://static.tigerbbs.com/495dbcafda5b451e7ad166aba6b5dfdd\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>10、<a href=\"https://laohu8.com/S/600763\">通策医疗</a></p>\n<p><img src=\"https://static.tigerbbs.com/93af5c69d780868a69cb2e3474c38a47\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>11、科沃斯</p>\n<p><img src=\"https://static.tigerbbs.com/4c7e9cf44aa7b65f6e721901f032fa11\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>12、<a href=\"https://laohu8.com/S/600600\">青岛啤酒</a></p>\n<p><img src=\"https://static.tigerbbs.com/ef1751f5c765e058d7d60b47463ea107\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>13、三六零</p>\n<p><img src=\"https://static.tigerbbs.com/8afe3d8d2e877d41d5e7d0deee5413b4\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>14、中天科技</p>\n<p><img src=\"https://static.tigerbbs.com/bc51c73d7313506b0719b9638418b8a3\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>15、招商轮船</p>\n<p><img src=\"https://static.tigerbbs.com/d6b46b1e670c97d81c5d0b00fc9a2e2a\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>16、昭衍新药</p>\n<p><img src=\"https://static.tigerbbs.com/06ca678b932187089b073a0ef52f6a6e\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>17、中金黄金</p>\n<p><img src=\"https://static.tigerbbs.com/f25246445d0c3bf7054d3cf01bb819a4\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>18、公牛集团</p>\n<p><img src=\"https://static.tigerbbs.com/6c8567b82dfc7a89a84a126dced21174\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>19、科博达</p>\n<p><img src=\"https://static.tigerbbs.com/53bbb6358b1f7ab5c8068e21a800a19a\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>20、中金公司</p>\n<p><img src=\"https://static.tigerbbs.com/7dd2b23a61d573a26b2e814817c28f56\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>21、宁德时代</p>\n<p><img src=\"https://static.tigerbbs.com/4dabb33539fb275ee74690fd219a6eab\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>22、万科</p>\n<p><img src=\"https://static.tigerbbs.com/dd057e50a7278123a927c6ad0b7e5b99\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>23、牧原股份</p>\n<p><img src=\"https://static.tigerbbs.com/82dc1db11914336709cc09057b6c0162\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>24、三花智控</p>\n<p><img src=\"https://static.tigerbbs.com/dacbee52c14e0ccb1bfa4cfe2049503f\" tg-width=\"1080\" tg-height=\"345\"></p>\n<p>25、索菲亚</p>\n<p><img src=\"https://static.tigerbbs.com/6f9a207a708acdb7c3205ab2dfb4ce11\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>26、中公教育</p>\n<p><img src=\"https://static.tigerbbs.com/24e1bfb1494484cdb4e342b05df9f5ad\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>27、中科创达</p>\n<p><img src=\"https://static.tigerbbs.com/be06bec0d7caf23087c3d0e55a2ccad6\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>28、深信服</p>\n<p><img src=\"https://static.tigerbbs.com/0539d6d1405e6d0f5567f27070d17c38\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>29、埃斯顿</p>\n<p><img src=\"https://static.tigerbbs.com/506c7ed98896a90c5ed078ee656b70ac\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>30、宋城演艺</p>\n<p><img src=\"https://static.tigerbbs.com/f425070140ed5072865258a6c4d4eb63\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>31、华润三九</p>\n<p><img src=\"https://static.tigerbbs.com/168362cdeda0247a589307fcc7b2abab\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>32、德赛西威</p>\n<p><img src=\"https://static.tigerbbs.com/5efb0180debe0d4d7eb5623e13345afb\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>33、欧普康视</p>\n<p><img src=\"https://static.tigerbbs.com/1b2842121995e5d13ec502b9ef76d753\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>34、酒鬼酒</p>\n<p><img src=\"https://static.tigerbbs.com/4db835c51ef3cacd9f2ba14ff7941452\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>35、视源股份</p>\n<p><img src=\"https://static.tigerbbs.com/02c70bccb01490383aa6e81f6f0d98d0\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>36、巨星科技</p>\n<p><img src=\"https://static.tigerbbs.com/eecd038afec1809580e7d6171028b901\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>37、新宙邦</p>\n<p><img src=\"https://static.tigerbbs.com/23375d1876a50860b8b1699a91000325\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>38、金龙鱼</p>\n<p><img src=\"https://static.tigerbbs.com/cdcbecfab449f072cecde72aba67ff26\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>39、拓斯达</p>\n<p><img src=\"https://static.tigerbbs.com/394ec50404cc4d8f33d15562024ef33b\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>40、拓邦股份</p>\n<p><img src=\"https://static.tigerbbs.com/a8d6fcdfa9e687b7a38e125171799804\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>41、蒙娜丽莎</p>\n<p><img src=\"https://static.tigerbbs.com/72f3a8e526884a9e3e92b1cb96d11ada\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>42、汉钟精机</p>\n<p><img src=\"https://static.tigerbbs.com/9d3ec5feee94dd00988bfb4eef6a2638\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>43、赢合科技</p>\n<p><img src=\"https://static.tigerbbs.com/2d95c80696b289704ce7ca3a18e8f422\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>44、中密控股</p>\n<p><img src=\"https://static.tigerbbs.com/4bdc5024ab3e7b6562da917ff8ee4e9b\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>45、侨银股份</p>\n<p><img src=\"https://static.tigerbbs.com/a635e93e4e5c149aeb9997a6f2a0a28a\" tg-width=\"1080\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610968131060","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>巴菲特重仓苹果的意义</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; 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巴菲特重仓苹果的意义\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 11:56 北京时间 <a href=http://mp.weixin.qq.com/s/zJU7h65C-zyIiopAI0XLzg><strong>A股数据挖掘机</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>说一下苹果这个公司对投资的含义啊，我倒觉得有两个方面啊，第一个方面就是涨得巨多，以后该不该买？\n第二个方面呢，发现下一个茅台的，我觉得最positive最正能量啊，最准确的解释应该是：你要发现一个重要的伟大的企业，你只投资一流的机会，不要被一些二流的机会三流的机会，一些小机会或者一些噪音干扰，就是发现下一个苹果的意义！\n\n\n说一下苹果这个公司对投资的含义啊，我倒觉得有两个方面啊，第一个方面就是涨得...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/zJU7h65C-zyIiopAI0XLzg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"399001":"深证成指","399006":"创业板指","AAPL":"苹果","BRK.A":"伯克希尔","000001.SH":"上证指数","BRK.B":"伯克希尔B"},"source_url":"http://mp.weixin.qq.com/s/zJU7h65C-zyIiopAI0XLzg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149590579","content_text":"说一下苹果这个公司对投资的含义啊，我倒觉得有两个方面啊，第一个方面就是涨得巨多，以后该不该买？\n第二个方面呢，发现下一个茅台的，我觉得最positive最正能量啊，最准确的解释应该是：你要发现一个重要的伟大的企业，你只投资一流的机会，不要被一些二流的机会三流的机会，一些小机会或者一些噪音干扰，就是发现下一个苹果的意义！\n\n\n说一下苹果这个公司对投资的含义啊，我倒觉得有两个方面啊，第一个方面就是涨得巨多，以后该不该买？第二个方面呢，是寻找下一个苹果是什么意思？\n第一个方面，你绕不过去的就是巴菲特对吧，大家知道巴菲特传统上呢，他只买什么呢？只买消费，只买银行对吧。好像他连药都买得的比较少，所以基本不买这个科技股是吧，大概是2012年开始，他和那个比尔.盖茨是很好的，忘年交了对吧，没有买过微软，2012年开始他买的第一只科技股IBM。\nIBM他应该是买得不成功，咱们前面的节目说过啊，好像是埃因霍恩，还是一个年轻的基金经理，说他买错了。后来事实果然买错了啊，卖掉以后呢，而且很晚了吧，13年14年吧，才开始买的这个苹果。你知道苹果真正的开始上涨05年05年。就是买的，应该是比较晚了对不对？所以很多人呢，投资者呢，就觉得哎呀，就是投资大牛股啊。\n特别低的价格没买，心里不舒服不满意，对吧！然后我经常开玩笑啊，说革命不分先后啊，人的这个心理认知的偏差，肯定有啊，不舒服啊。巴菲特，我觉得很厉害，就涨了很多以后开始买，别人肯定说他傻，说他蠢啊，早干嘛去了对吧。\n第二个问题呢，巴特敢于重仓啊。前几期节目还刚说过啊，一开始说的巴菲特，苹果到了38%。巴菲特的组合里边，苹果也到了38%的仓位了，接近四成。这个是真正的高手，投资组合不符合学术的组合投资理论，组合投资理论强调分散投资，对巴菲特来说，分散投资是无知的保护伞，对吧。\n所以巴菲特呢，不仅得晚，还在顶部，头部，重仓是吧。这就看怎么看啊，我理解的就是有一句话，不知道是不是巴菲特说的：最好的投资什么，最好的投资是永远不要卖出的投资。巴菲特呢，确实老道啊，在有生之年，现在应该90岁了，最后几年，从70岁到90岁肯定也犯了很多错误，业绩也一般，这20年中好几年没有跑赢指数，但最后的这个下大注啊，应该是为他这一生的投资奠定了很好的基础。比较完美地保住了晚节，完美收官，甚至还可以升华。发现了苹果，就是投资一个时代的投资，是吧，企业是时代的企业？\n就是其实咱们节目一直在说，强者很强大，企业会越来越大是吧，最近的统计数据出来了，所以faamg是吧。就是Facebook、亚马逊、苹果、微软、谷歌这五大公司，这五大公司最近几年是上涨，如果把这五大公司扣除，标准普尔另外495公司组成一个组合，这个组合下跌了，或者业绩很差。这个几个公司代表了这个时代。\n第二个绕不过去的是段永平是吧，段永平40岁，41岁，为了爱情，成为了独立投资人，段永平因为自己开了个微博还是雪球。就咱们有一期节目好像专门说过呀，不要乱刷屏，不要读那些垃圾文章，不要读那些鸡汤文章，不要读那些所谓的专业投资人士，只会引起你焦虑，要刷就刷段永平。\n段永平的那些事，十年来的那个很接地气的讲话，有人把他都弄成PDF版了对吧，大家可以找一找。段永平呢，其实也长期重仓苹果呀，这也是一个很了不起的人，很了不起的事情啊。所以在这一点上，重要的投资人对客观事情，客观世界的认识都是趋同的。\n反观国内的投资者吧，受原来A股市场情绪的影响，还受A股公司很少有这种能够长期持续稳定发展公司的影响，两方面造成情绪波动大。大家呢，擅长的是什么呢？就是，牛市来了买，熊市来了跑，应该是这样吧，或者倒过来也行，熊市来了买牛市来了跑。就是大家做这个产品的得失，对吧。\n第二呢，企业确实也不争气，茅台、恒瑞啊，确实20年来真是凤毛麟角。伟大的企业少，所以这些企业回头看，在2007年到2014年7年不涨，有什么办法呢？7年不涨，然后记得前一段有个报道吧，说是茅台股改的时候，有个安徽的投资大师都接下来了很多。2003年接下来的，到14年15年的时候就卖了，在一波十七八倍大涨之前把它卖了，很多人说他不行，但我特能理解为什么，其实从2003年到14、15年也折腾了很多年，并且呢，关键是2003年的买了肯定感觉很好，买完就一直涨到2007年，马上涨了，但是涨完了。从2007年一直就到了2014年7年不了对吧，因为这种锚定效应了，2007年那么高价没卖，现在这么低，所以又回到14年，14年又回到2007年高点的时候也赚了很多钱，卖了对吧。\n也很难理解，这是一个好公司，啥时买都不晚，但是前提呢，是这个公司要好！以前碰到一些香港投资者会说呢，只会买贵，不会买错啊，那个好企业只会买贵，不会买错。但是实际呢，还比较难啊，就印证了咱们一直说一句话，看得准。\n第二个启示呢，就是说发现下一个苹果，所以大家A股市场，大家介绍说，我们发现什么下一个茅台对不对，或者是某个行业的茅台，云计算领域的茅台，或者是什么。\n发现第二个苹果，他的意思是什么呢？对这句话呢，有人开玩笑，第二个呢，一般呢，真的不如第一个，要发现第二个呢，你还不如去买第一个，这是一种说法。\n还有一种说法呢，我觉得比较不开玩笑，比较正面的说法是，发现下一个茅台的，我觉得最positive最正能量啊，最准确的解释应该是你要发现一个重要的伟大的企业，你只投资一流的机会，不要被一些二流的机会三流的机会，一些小机会或者一些噪音干扰，就是发现下一个茅台的意义在哪！或者发现下一个苹果就在要抓住大的机会，摒弃小的机会，只是将军赶路不追小兔。\n但是我个人觉得啊，苹果这个茅台比苹果还是要差一点，茅台就喝呗，苹果是改变世界的。\n（文章来自原博时基金副总裁杨锐在喜马拉雅的节目音频，转换成文字）\n最近白酒股大跌，“坤哥”快变成了“坤狗”了。是坤哥不行，还是这届投资者不行？人家可是从1月8号就开始减仓，从87%减到了67%，足足减了20个点！\n\n\n\n最近三年，两次分红，分红的收益率超过17%！\n\n大胆猜想，要不是投资者太难伺候，要不是公募基金单只股票持仓不能超过净值的10%，坤哥应该会买4成的茅台吧！\n以下是数据\n\n上周五被外资增持的股票：\n1、国电南瑞\n\n2、兴业银行\n\n3、三棵树\n\n4、星宇股份\n\n5、珀莱雅\n\n6、八方股份\n\n7、晨光文具\n\n8、安井食品\n\n9、白云机场\n\n10、通策医疗\n\n11、科沃斯\n\n12、青岛啤酒\n\n13、三六零\n\n14、中天科技\n\n15、招商轮船\n\n16、昭衍新药\n\n17、中金黄金\n\n18、公牛集团\n\n19、科博达\n\n20、中金公司\n\n21、宁德时代\n\n22、万科\n\n23、牧原股份\n\n24、三花智控\n\n25、索菲亚\n\n26、中公教育\n\n27、中科创达\n\n28、深信服\n\n29、埃斯顿\n\n30、宋城演艺\n\n31、华润三九\n\n32、德赛西威\n\n33、欧普康视\n\n34、酒鬼酒\n\n35、视源股份\n\n36、巨星科技\n\n37、新宙邦\n\n38、金龙鱼\n\n39、拓斯达\n\n40、拓邦股份\n\n41、蒙娜丽莎\n\n42、汉钟精机\n\n43、赢合科技\n\n44、中密控股\n\n45、侨银股份","news_type":1},"isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361903444,"gmtCreate":1614182397988,"gmtModify":1634550816316,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"希望总统言出必行。","listText":"希望总统言出必行。","text":"希望总统言出必行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361903444","repostId":"2113736007","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385294367,"gmtCreate":1613552940059,"gmtModify":1634553195062,"author":{"id":"3572002542955340","authorId":"3572002542955340","name":"黑燀","avatar":"https://static.tigerbbs.com/423ef17487874e09e5e275ce300b6eb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572002542955340","authorIdStr":"3572002542955340"},"themes":[],"htmlText":"10%回调怕怕😥😥😥","listText":"10%回调怕怕😥😥😥","text":"10%回调怕怕😥😥😥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385294367","repostId":"1167365482","repostType":4,"repost":{"id":"1167365482","kind":"news","pubTimestamp":1613551649,"share":"https://www.laohu8.com/m/news/1167365482?lang=&edition=full","pubTime":"2021-02-17 16:47","market":"us","language":"zh","title":"花旗：美国股市回调10%的可能性很大","url":"https://stock-news.laohu8.com/highlight/detail?id=1167365482","media":"新浪财经","summary":"花旗集团首席美国股票策略师Tobias Levkovich表示，随着市场在风险和回报之间取得平衡，美国股市回调10%似乎“非常可能”。\n“我们目前的谨慎态度反映了几个因素，包括高昂的信心读数，过高的估","content":"<p>花旗集团首席美国股票策略师Tobias Levkovich表示，随着市场在风险和回报之间取得平衡，美国股市回调10%似乎“非常可能”。</p>\n<p>“我们目前的谨慎态度反映了几个因素，包括高昂的信心读数，过高的估值水平和下滑的业绩修正势头，”Levkovich周二写道。“鉴于相对其他人的看涨目标的上行空间都有限，所以中立立场是现实的。”</p>\n<p>花旗集团对标普500指数的年底目标位在3800点，策略团队预计该指数的波动范围在3600至4000点。该指数周二收于3933点左右，略低于历史最高点。</p>\n<p>Levkovich表示，美国股市没有处在泡沫之中，并且与21世纪初没有可比性，因为当前经济正在摆脱，而非陷入衰退，而且美联储也没有在加息。他说，这表明股市不太可能出现深跌。</p>\n<p>“尽管股票可能回调10%-20%，但我们并不预计50%以上的深跌，”报告称。</p>","source":"XLCJ","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>花旗：美国股市回调10%的可能性很大</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; 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花旗：美国股市回调10%的可能性很大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-17 16:47 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-02-17/doc-ikftssap6161826.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗集团首席美国股票策略师Tobias Levkovich表示，随着市场在风险和回报之间取得平衡，美国股市回调10%似乎“非常可能”。\n“我们目前的谨慎态度反映了几个因素，包括高昂的信心读数，过高的估值水平和下滑的业绩修正势头，”Levkovich周二写道。“鉴于相对其他人的看涨目标的上行空间都有限，所以中立立场是现实的。”\n花旗集团对标普500指数的年底目标位在3800点，策略团队预计该指数的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-02-17/doc-ikftssap6161826.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-02-17/doc-ikftssap6161826.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167365482","content_text":"花旗集团首席美国股票策略师Tobias Levkovich表示，随着市场在风险和回报之间取得平衡，美国股市回调10%似乎“非常可能”。\n“我们目前的谨慎态度反映了几个因素，包括高昂的信心读数，过高的估值水平和下滑的业绩修正势头，”Levkovich周二写道。“鉴于相对其他人的看涨目标的上行空间都有限，所以中立立场是现实的。”\n花旗集团对标普500指数的年底目标位在3800点，策略团队预计该指数的波动范围在3600至4000点。该指数周二收于3933点左右，略低于历史最高点。\nLevkovich表示，美国股市没有处在泡沫之中，并且与21世纪初没有可比性，因为当前经济正在摆脱，而非陷入衰退，而且美联储也没有在加息。他说，这表明股市不太可能出现深跌。\n“尽管股票可能回调10%-20%，但我们并不预计50%以上的深跌，”报告称。","news_type":1},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
