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阿晶啊
2021-02-05
$Barnwell Industries Inc(BRN)$
冲5块,加油(ง •̀_•́)ง
阿晶啊
2021-02-04
回复
@阿晶啊
:暴富非常难//
@阿晶啊
:暴富很难
@年小年:我已经计算出:普通人离一夜暴富有多远
阿晶啊
2021-02-04
$Castor Maritime, Inc.(CTRM)$
冲!
阿晶啊
2021-01-28
$Playtika Holding Corp.(PLTK)$
一点加仓的欲望都没有(>﹏<)
阿晶啊
2021-01-28
$哔哩哔哩(BILI)$
太难了了,不过还是选择坚持持有!
阿晶啊
2021-01-27
$Playtika Holding Corp.(PLTK)$
不奢求你像游戏那么翻倍了,你能让我回本吗?
阿晶啊
2021-01-25
$Playtika Holding Corp.(PLTK)$
我今天可以回本吗,或者回一半本也行啊!
阿晶啊
2021-01-25
这篇文章不错,转发给大家看
@小虎周报:强者愈强!大波美股银行股演绎炸裂表现!
阿晶啊
2021-01-25
这篇文章不错,转发给大家看
@小虎周报:强者愈强!大波美股银行股演绎炸裂表现!
阿晶啊
2021-01-25
这篇文章不错,转发给大家看
@空军大队长:暴走的老虎证券怎么看
阿晶啊
2021-01-25
这篇文章不错,转发给大家看
@阿曼曼:港股涨疯了!这些场内基金立即可买!
阿晶啊
2021-01-25
$哔哩哔哩(BILI)$
马上到150了
阿晶啊
2021-01-23
$老虎证券(TIGR)$
我上车了
阿晶啊
2021-01-23
$RLX科技(RLX)$
雨露均沾对我这种小韭菜还是很有善的!
阿晶啊
2021-01-23
$RLX科技(RLX)$
雨露均沾对我这种小韭菜,还是很友善的!
阿晶啊
2021-01-21
领币
@空军大队长:感动哭了,终于赚到了狗钱
阿晶啊
2021-01-21
$Playtika Holding Corp.(PLTK)$
我想回本[捂脸]
阿晶啊
2021-01-21
$Twitter(TWTR)$
[笑哭]
阿晶啊
2021-01-21
$哔哩哔哩(BILI)$
买的太少了
阿晶啊
2021-01-21
$Playtika Holding Corp.(PLTK)$
[捂脸] 我就想赚个一顿饭钱,结果没了一周饭钱!
去老虎APP查看更多动态
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Corp.(PLTK)$不奢求你像游戏那么翻倍了,你能让我回本吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/313702577","isVote":1,"tweetType":1,"viewCount":1948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319666653,"gmtCreate":1611579773872,"gmtModify":1703751134889,"author":{"id":"3572919355626667","authorId":"3572919355626667","name":"阿晶啊","avatar":"https://static.tigerbbs.com/9f55705fb903bcf4eca1fc4d0599c783","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572919355626667","authorIdStr":"3572919355626667"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>我今天可以回本吗,或者回一半本也行啊!","listText":"<a href=\"https://laohu8.com/S/PLTK\">$Playtika Holding Corp.(PLTK)$</a>我今天可以回本吗,或者回一半本也行啊!","text":"$Playtika Holding Corp.(PLTK)$我今天可以回本吗,或者回一半本也行啊!","images":[{"img":"https://static.tigerbbs.com/c26cedc93d0884a250abf01cbca35d38","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/319666653","isVote":1,"tweetType":1,"viewCount":4375,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572064104663252","authorId":"3572064104663252","name":"pop子","avatar":"https://static.tigerbbs.com/d578ff98a8ff6386ef8e2ea1792ad1f3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3572064104663252","authorIdStr":"3572064104663252"},"content":"你比我好点,我35.4","text":"你比我好点,我35.4","html":"你比我好点,我35.4"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":319604000,"gmtCreate":1611574130700,"gmtModify":1703751067395,"author":{"id":"3572919355626667","authorId":"3572919355626667","name":"阿晶啊","avatar":"https://static.tigerbbs.com/9f55705fb903bcf4eca1fc4d0599c783","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572919355626667","authorIdStr":"3572919355626667"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319604000","repostId":"310085336","repostType":1,"repost":{"id":310085336,"gmtCreate":1611228317318,"gmtModify":1703749005143,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"强者愈强!大波美股银行股演绎炸裂表现!","htmlText":"海外疫情已经持续了近一年的时间,去年Q1的时候权益市场还在被绝望裹挟,关注金融股的投资者氛围可能更加暗淡,彼时国内四大行纷纷破净破到怀疑人生;欧洲银行业率先叫停回购、派息;美国银行业贷款损失拨备直逼金融危机时期水平,当场砍掉了一半的净利润。 如今回过头来再看,从最绝望时期算起,美国银行股普遍也已经有50%+的涨幅,甚至不少龙头已经创出新高。我们在一季度点评中重点看好的<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ,也成为了这轮银行股行情中的领航员,作为一名银行股,不到一年,188%的涨幅(按低点算),可以说是相当炸裂的表现。参考:<a href=\"https://r.tigerbbs.com/lrdh\" target=\"_blank\">《1Q20行财报透视:疫情之下,分化加大》20200416</a> 四季报点评 近期美国大型银行业先后公布了四季报,整体来看,信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上,比较大的变化还在于,银行的坏账拨备普遍进一步下调;其次,在美联储松绑监管后,大型银行的回购也逐渐开启正常化。可以察觉到,市场正从流动性的盛宴中缓缓苏醒,复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏,拨备下降,消费型银行进入顺风期 从四季报来看,银行信贷业务延续着复苏的趋势,各大行年末也已经开始调低贷款损失拨备,拨备调低后(部分坏账准备可以收回来了),会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款,这部分会利好像<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 、","listText":"海外疫情已经持续了近一年的时间,去年Q1的时候权益市场还在被绝望裹挟,关注金融股的投资者氛围可能更加暗淡,彼时国内四大行纷纷破净破到怀疑人生;欧洲银行业率先叫停回购、派息;美国银行业贷款损失拨备直逼金融危机时期水平,当场砍掉了一半的净利润。 如今回过头来再看,从最绝望时期算起,美国银行股普遍也已经有50%+的涨幅,甚至不少龙头已经创出新高。我们在一季度点评中重点看好的<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ,也成为了这轮银行股行情中的领航员,作为一名银行股,不到一年,188%的涨幅(按低点算),可以说是相当炸裂的表现。参考:<a href=\"https://r.tigerbbs.com/lrdh\" target=\"_blank\">《1Q20行财报透视:疫情之下,分化加大》20200416</a> 四季报点评 近期美国大型银行业先后公布了四季报,整体来看,信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上,比较大的变化还在于,银行的坏账拨备普遍进一步下调;其次,在美联储松绑监管后,大型银行的回购也逐渐开启正常化。可以察觉到,市场正从流动性的盛宴中缓缓苏醒,复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏,拨备下降,消费型银行进入顺风期 从四季报来看,银行信贷业务延续着复苏的趋势,各大行年末也已经开始调低贷款损失拨备,拨备调低后(部分坏账准备可以收回来了),会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款,这部分会利好像<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 、","text":"海外疫情已经持续了近一年的时间,去年Q1的时候权益市场还在被绝望裹挟,关注金融股的投资者氛围可能更加暗淡,彼时国内四大行纷纷破净破到怀疑人生;欧洲银行业率先叫停回购、派息;美国银行业贷款损失拨备直逼金融危机时期水平,当场砍掉了一半的净利润。 如今回过头来再看,从最绝望时期算起,美国银行股普遍也已经有50%+的涨幅,甚至不少龙头已经创出新高。我们在一季度点评中重点看好的$摩根士丹利(MS)$ ,也成为了这轮银行股行情中的领航员,作为一名银行股,不到一年,188%的涨幅(按低点算),可以说是相当炸裂的表现。参考:《1Q20行财报透视:疫情之下,分化加大》20200416 四季报点评 近期美国大型银行业先后公布了四季报,整体来看,信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上,比较大的变化还在于,银行的坏账拨备普遍进一步下调;其次,在美联储松绑监管后,大型银行的回购也逐渐开启正常化。可以察觉到,市场正从流动性的盛宴中缓缓苏醒,复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏,拨备下降,消费型银行进入顺风期 从四季报来看,银行信贷业务延续着复苏的趋势,各大行年末也已经开始调低贷款损失拨备,拨备调低后(部分坏账准备可以收回来了),会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款,这部分会利好像$美国银行(BAC)$ 、","images":[{"img":"https://static.tigerbbs.com/d07ce8ca2da51dee59077e3243a9db29","width":"969","height":"507"},{"img":"https://static.tigerbbs.com/8478b032894fb3b9011bf0a0182dc28d","width":"942","height":"504"},{"img":"https://static.tigerbbs.com/d377557da5a6b1fa8d7af8c048d670b1","width":"978","height":"552"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310085336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319605786,"gmtCreate":1611574118845,"gmtModify":1703751067049,"author":{"id":"3572919355626667","authorId":"3572919355626667","name":"阿晶啊","avatar":"https://static.tigerbbs.com/9f55705fb903bcf4eca1fc4d0599c783","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572919355626667","authorIdStr":"3572919355626667"},"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/319605786","repostId":"310085336","repostType":1,"repost":{"id":310085336,"gmtCreate":1611228317318,"gmtModify":1703749005143,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"强者愈强!大波美股银行股演绎炸裂表现!","htmlText":"海外疫情已经持续了近一年的时间,去年Q1的时候权益市场还在被绝望裹挟,关注金融股的投资者氛围可能更加暗淡,彼时国内四大行纷纷破净破到怀疑人生;欧洲银行业率先叫停回购、派息;美国银行业贷款损失拨备直逼金融危机时期水平,当场砍掉了一半的净利润。 如今回过头来再看,从最绝望时期算起,美国银行股普遍也已经有50%+的涨幅,甚至不少龙头已经创出新高。我们在一季度点评中重点看好的<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ,也成为了这轮银行股行情中的领航员,作为一名银行股,不到一年,188%的涨幅(按低点算),可以说是相当炸裂的表现。参考:<a href=\"https://r.tigerbbs.com/lrdh\" target=\"_blank\">《1Q20行财报透视:疫情之下,分化加大》20200416</a> 四季报点评 近期美国大型银行业先后公布了四季报,整体来看,信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上,比较大的变化还在于,银行的坏账拨备普遍进一步下调;其次,在美联储松绑监管后,大型银行的回购也逐渐开启正常化。可以察觉到,市场正从流动性的盛宴中缓缓苏醒,复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏,拨备下降,消费型银行进入顺风期 从四季报来看,银行信贷业务延续着复苏的趋势,各大行年末也已经开始调低贷款损失拨备,拨备调低后(部分坏账准备可以收回来了),会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款,这部分会利好像<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 、","listText":"海外疫情已经持续了近一年的时间,去年Q1的时候权益市场还在被绝望裹挟,关注金融股的投资者氛围可能更加暗淡,彼时国内四大行纷纷破净破到怀疑人生;欧洲银行业率先叫停回购、派息;美国银行业贷款损失拨备直逼金融危机时期水平,当场砍掉了一半的净利润。 如今回过头来再看,从最绝望时期算起,美国银行股普遍也已经有50%+的涨幅,甚至不少龙头已经创出新高。我们在一季度点评中重点看好的<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ,也成为了这轮银行股行情中的领航员,作为一名银行股,不到一年,188%的涨幅(按低点算),可以说是相当炸裂的表现。参考:<a href=\"https://r.tigerbbs.com/lrdh\" target=\"_blank\">《1Q20行财报透视:疫情之下,分化加大》20200416</a> 四季报点评 近期美国大型银行业先后公布了四季报,整体来看,信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上,比较大的变化还在于,银行的坏账拨备普遍进一步下调;其次,在美联储松绑监管后,大型银行的回购也逐渐开启正常化。可以察觉到,市场正从流动性的盛宴中缓缓苏醒,复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏,拨备下降,消费型银行进入顺风期 从四季报来看,银行信贷业务延续着复苏的趋势,各大行年末也已经开始调低贷款损失拨备,拨备调低后(部分坏账准备可以收回来了),会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款,这部分会利好像<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 、","text":"海外疫情已经持续了近一年的时间,去年Q1的时候权益市场还在被绝望裹挟,关注金融股的投资者氛围可能更加暗淡,彼时国内四大行纷纷破净破到怀疑人生;欧洲银行业率先叫停回购、派息;美国银行业贷款损失拨备直逼金融危机时期水平,当场砍掉了一半的净利润。 如今回过头来再看,从最绝望时期算起,美国银行股普遍也已经有50%+的涨幅,甚至不少龙头已经创出新高。我们在一季度点评中重点看好的$摩根士丹利(MS)$ ,也成为了这轮银行股行情中的领航员,作为一名银行股,不到一年,188%的涨幅(按低点算),可以说是相当炸裂的表现。参考:《1Q20行财报透视:疫情之下,分化加大》20200416 四季报点评 近期美国大型银行业先后公布了四季报,整体来看,信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上,比较大的变化还在于,银行的坏账拨备普遍进一步下调;其次,在美联储松绑监管后,大型银行的回购也逐渐开启正常化。可以察觉到,市场正从流动性的盛宴中缓缓苏醒,复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏,拨备下降,消费型银行进入顺风期 从四季报来看,银行信贷业务延续着复苏的趋势,各大行年末也已经开始调低贷款损失拨备,拨备调低后(部分坏账准备可以收回来了),会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款,这部分会利好像$美国银行(BAC)$ 、","images":[{"img":"https://static.tigerbbs.com/d07ce8ca2da51dee59077e3243a9db29","width":"969","height":"507"},{"img":"https://static.tigerbbs.com/8478b032894fb3b9011bf0a0182dc28d","width":"942","height":"504"},{"img":"https://static.tigerbbs.com/d377557da5a6b1fa8d7af8c048d670b1","width":"978","height":"552"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310085336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319605469,"gmtCreate":1611574100751,"gmtModify":1703751067222,"author":{"id":"3572919355626667","authorId":"3572919355626667","name":"阿晶啊","avatar":"https://static.tigerbbs.com/9f55705fb903bcf4eca1fc4d0599c783","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572919355626667","authorIdStr":"3572919355626667"},"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/319605469","repostId":"310604096","repostType":1,"repost":{"id":310604096,"gmtCreate":1611300360000,"gmtModify":1703749657033,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"title":"暴走的老虎证券怎么看","htmlText":" 虎子$老虎证券最近嗨翻了! 这才一个月,股价就从5月给干到16块了。 这是每一个持股虎友的高光时刻,老虎证券在这一刻灵魂附体,它的队友是蔚来,是东方通信,是比特币,它不是一个人在战斗。 老虎这一波冲刺,涨得让人喜气洋洋,也涨的让人内心慌慌。 喜气洋洋的是持股的虎友,内心慌慌的是队长。 这种踏空的感觉让人特别不爽,郑爽的爽。 真叫人拍断大腿,我曾经也是老虎证券的坚定持股者呢,哎!投资之艰难,正如那暴涨的股票,甩人下车,一气呵成。然而股票节节高攀之日,账户却没有持仓。 老虎是我非常熟悉的一只股票。踏空实属不该。 长线来看,我依然看好老虎的长期价值。 老虎证券数据解读 老虎证券是一家单纯的互联网券商。来看老虎的收入构成,通俗来说就是佣金收入,利息收入,其他收入。看懂这三点,也就看懂了老虎的业务模式和营收。 *佣金收入,就是交易产生的手续费,手续费和大盘的波动率正相关,和用户数和总资金规模正相关。 *利息收入,就是开杠杆或者融券产生的利息,包括融资打新股产生的利息。 *其它收入,比如承销ipo,比如启动页的广告,这块占比最小。 老虎的营收差不多就这些了,非常清晰,一下子就可以看明白。 重点是数据怎么样?如下图所示: 我想这个营收数据的成长性非常能说明问题。股价的暴涨和业绩的暴涨不无关系。营收主要来自佣金和利息(我们主要看这两个),其它业务占比小。 佣金收入: 利息收入: 所以老虎的成长性同比是非常炸裂的,环比依然保持成长。但成长速度有所放缓,为什么放缓? 因为美股的波动率在放缓,现在不是股灾和股灾后大放水的那种波动率,交易频率当然没有去年春夏那么高,很正常。 老虎的成长性核心在于更多的开户入金人数和更大的资金规模,这两块在成长,那么老虎的也就就会成长。 那么老虎的开户入金人数和资金规模在成长吗?我们看老虎ceo巫总的","listText":" 虎子$老虎证券最近嗨翻了! 这才一个月,股价就从5月给干到16块了。 这是每一个持股虎友的高光时刻,老虎证券在这一刻灵魂附体,它的队友是蔚来,是东方通信,是比特币,它不是一个人在战斗。 老虎这一波冲刺,涨得让人喜气洋洋,也涨的让人内心慌慌。 喜气洋洋的是持股的虎友,内心慌慌的是队长。 这种踏空的感觉让人特别不爽,郑爽的爽。 真叫人拍断大腿,我曾经也是老虎证券的坚定持股者呢,哎!投资之艰难,正如那暴涨的股票,甩人下车,一气呵成。然而股票节节高攀之日,账户却没有持仓。 老虎是我非常熟悉的一只股票。踏空实属不该。 长线来看,我依然看好老虎的长期价值。 老虎证券数据解读 老虎证券是一家单纯的互联网券商。来看老虎的收入构成,通俗来说就是佣金收入,利息收入,其他收入。看懂这三点,也就看懂了老虎的业务模式和营收。 *佣金收入,就是交易产生的手续费,手续费和大盘的波动率正相关,和用户数和总资金规模正相关。 *利息收入,就是开杠杆或者融券产生的利息,包括融资打新股产生的利息。 *其它收入,比如承销ipo,比如启动页的广告,这块占比最小。 老虎的营收差不多就这些了,非常清晰,一下子就可以看明白。 重点是数据怎么样?如下图所示: 我想这个营收数据的成长性非常能说明问题。股价的暴涨和业绩的暴涨不无关系。营收主要来自佣金和利息(我们主要看这两个),其它业务占比小。 佣金收入: 利息收入: 所以老虎的成长性同比是非常炸裂的,环比依然保持成长。但成长速度有所放缓,为什么放缓? 因为美股的波动率在放缓,现在不是股灾和股灾后大放水的那种波动率,交易频率当然没有去年春夏那么高,很正常。 老虎的成长性核心在于更多的开户入金人数和更大的资金规模,这两块在成长,那么老虎的也就就会成长。 那么老虎的开户入金人数和资金规模在成长吗?我们看老虎ceo巫总的","text":"虎子$老虎证券最近嗨翻了! 这才一个月,股价就从5月给干到16块了。 这是每一个持股虎友的高光时刻,老虎证券在这一刻灵魂附体,它的队友是蔚来,是东方通信,是比特币,它不是一个人在战斗。 老虎这一波冲刺,涨得让人喜气洋洋,也涨的让人内心慌慌。 喜气洋洋的是持股的虎友,内心慌慌的是队长。 这种踏空的感觉让人特别不爽,郑爽的爽。 真叫人拍断大腿,我曾经也是老虎证券的坚定持股者呢,哎!投资之艰难,正如那暴涨的股票,甩人下车,一气呵成。然而股票节节高攀之日,账户却没有持仓。 老虎是我非常熟悉的一只股票。踏空实属不该。 长线来看,我依然看好老虎的长期价值。 老虎证券数据解读 老虎证券是一家单纯的互联网券商。来看老虎的收入构成,通俗来说就是佣金收入,利息收入,其他收入。看懂这三点,也就看懂了老虎的业务模式和营收。 *佣金收入,就是交易产生的手续费,手续费和大盘的波动率正相关,和用户数和总资金规模正相关。 *利息收入,就是开杠杆或者融券产生的利息,包括融资打新股产生的利息。 *其它收入,比如承销ipo,比如启动页的广告,这块占比最小。 老虎的营收差不多就这些了,非常清晰,一下子就可以看明白。 重点是数据怎么样?如下图所示: 我想这个营收数据的成长性非常能说明问题。股价的暴涨和业绩的暴涨不无关系。营收主要来自佣金和利息(我们主要看这两个),其它业务占比小。 佣金收入: 利息收入: 所以老虎的成长性同比是非常炸裂的,环比依然保持成长。但成长速度有所放缓,为什么放缓? 因为美股的波动率在放缓,现在不是股灾和股灾后大放水的那种波动率,交易频率当然没有去年春夏那么高,很正常。 老虎的成长性核心在于更多的开户入金人数和更大的资金规模,这两块在成长,那么老虎的也就就会成长。 那么老虎的开户入金人数和资金规模在成长吗?我们看老虎ceo巫总的","images":[{"img":"https://static.tigerbbs.com/bd1746cfadd440919eeabb06bd3be07f"},{"img":"https://static.tigerbbs.com/3d640fbe57784439aebe59a8aa5efa97"},{"img":"https://static.tigerbbs.com/bee6bdbefe8e4b8ca1924fad1ca833d3"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310604096","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319605303,"gmtCreate":1611574023902,"gmtModify":1703751066184,"author":{"id":"3572919355626667","authorId":"3572919355626667","name":"阿晶啊","avatar":"https://static.tigerbbs.com/9f55705fb903bcf4eca1fc4d0599c783","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572919355626667","authorIdStr":"3572919355626667"},"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/319605303","repostId":"337061500","repostType":1,"repost":{"id":337061500,"gmtCreate":1611030705996,"gmtModify":1703747535803,"author":{"id":"20704831058604","authorId":"20704831058604","name":"阿曼曼","avatar":"https://static.laohu8.com/tiger_upload_file_1446566133.png","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20704831058604","authorIdStr":"20704831058604"},"themes":[],"title":"港股涨疯了!这些场内基金立即可买!","htmlText":"港股涨疯了!南下资金持续流入拥抱港股,年初以来1500多亿资金挥师南下,港股通已经连续11日净流入百亿以上,抄作业的都知道买腾讯、买美团、买小米... 这轮主要动力还是国内的基金出海,平安证券整理30只南下基金买入的标的,长得最好的是<a target=\"_blank\" href=\"https://laohu8.com/S/03800\">$保利协鑫能源(03800)$</a> ,买的最多的还是新经济巨头,还有绝对受益的<a target=\"_blank\" href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a> 。 来源平安证券 我觉得除了抄作业追个股,也可以考虑买入国内的联接港股ETF!最大好处是可以人民币买!截至昨日,今年以来的11个交易日,场内交易的港股基金累计涨幅大多在10%左右。华夏沪港通恒生ETF、嘉实H股指数、华安CES港股通精选100ETF已上涨10%以上。这不是快手就要招股了,老虎账户的钱还要留着打新,买港股基金,提供大家一个新思路! 今天,华夏恒生互联网ETF(交易代码:513330,认购代码513333)开始发行了!这是华夏开年巨献,最大仓位是小米、美团、腾讯、京东-SW、阿里-SW,相当于是买入港股新经济ETF。同时工银瑞信、汇添富、银华的港股互联网或新经济ETF也都在募集中(如下表),这么多钱必然撑起今年港股新经济龙头的大势,可预见的是2021年港股新经济将会被资金量推起~ 给大家整理一下国内知名的港股互联网相关的连接ETF,且都是场内销售的,大多数蚂蚁就可以买~ 个人持有002121和 501311,准备买入513330,利益披露。","listText":"港股涨疯了!南下资金持续流入拥抱港股,年初以来1500多亿资金挥师南下,港股通已经连续11日净流入百亿以上,抄作业的都知道买腾讯、买美团、买小米... 这轮主要动力还是国内的基金出海,平安证券整理30只南下基金买入的标的,长得最好的是<a target=\"_blank\" href=\"https://laohu8.com/S/03800\">$保利协鑫能源(03800)$</a> ,买的最多的还是新经济巨头,还有绝对受益的<a target=\"_blank\" href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a> 。 来源平安证券 我觉得除了抄作业追个股,也可以考虑买入国内的联接港股ETF!最大好处是可以人民币买!截至昨日,今年以来的11个交易日,场内交易的港股基金累计涨幅大多在10%左右。华夏沪港通恒生ETF、嘉实H股指数、华安CES港股通精选100ETF已上涨10%以上。这不是快手就要招股了,老虎账户的钱还要留着打新,买港股基金,提供大家一个新思路! 今天,华夏恒生互联网ETF(交易代码:513330,认购代码513333)开始发行了!这是华夏开年巨献,最大仓位是小米、美团、腾讯、京东-SW、阿里-SW,相当于是买入港股新经济ETF。同时工银瑞信、汇添富、银华的港股互联网或新经济ETF也都在募集中(如下表),这么多钱必然撑起今年港股新经济龙头的大势,可预见的是2021年港股新经济将会被资金量推起~ 给大家整理一下国内知名的港股互联网相关的连接ETF,且都是场内销售的,大多数蚂蚁就可以买~ 个人持有002121和 501311,准备买入513330,利益披露。","text":"港股涨疯了!南下资金持续流入拥抱港股,年初以来1500多亿资金挥师南下,港股通已经连续11日净流入百亿以上,抄作业的都知道买腾讯、买美团、买小米... 这轮主要动力还是国内的基金出海,平安证券整理30只南下基金买入的标的,长得最好的是$保利协鑫能源(03800)$ ,买的最多的还是新经济巨头,还有绝对受益的$香港交易所(00388)$ 。 来源平安证券 我觉得除了抄作业追个股,也可以考虑买入国内的联接港股ETF!最大好处是可以人民币买!截至昨日,今年以来的11个交易日,场内交易的港股基金累计涨幅大多在10%左右。华夏沪港通恒生ETF、嘉实H股指数、华安CES港股通精选100ETF已上涨10%以上。这不是快手就要招股了,老虎账户的钱还要留着打新,买港股基金,提供大家一个新思路! 今天,华夏恒生互联网ETF(交易代码:513330,认购代码513333)开始发行了!这是华夏开年巨献,最大仓位是小米、美团、腾讯、京东-SW、阿里-SW,相当于是买入港股新经济ETF。同时工银瑞信、汇添富、银华的港股互联网或新经济ETF也都在募集中(如下表),这么多钱必然撑起今年港股新经济龙头的大势,可预见的是2021年港股新经济将会被资金量推起~ 给大家整理一下国内知名的港股互联网相关的连接ETF,且都是场内销售的,大多数蚂蚁就可以买~ 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这是前段时间拿的两只票,有图有真相,社区兄弟应该有印象,我之前分享过这个持仓,还奶了一把海康威视。这是继毒奶fubo.tv后终于在A股赚钱了,好感动,终于赚钱了! 由于今天暴涨9%,今天三一重工快50了,我的也有60%的浮盈了。真想说一句,三一海康我爱你,如果法律它允许。 我的眼泪都快下来了,过去一年真的是买啥亏啥,空啥涨啥。狗钱没赚到,狗事情遇到一大把,20年怕不是狗年吧。 还好今年开局真的不错,赚钱的感觉真让人舒服,就像保健一样。再一次感动得留下眼泪。 虽然不好说追不追,还是来聊聊我当时买三一的想法吧。 “山与山不遇,人和人相逢”——三一的炒作史 “山与山不遇,人和人相逢”,20年3月13日下午,满载防疫物资的专用车从三一集团出发,这是三一集团捐献给德国的160箱口罩。将第一时间运往香港物流中心并飞向德国斯图加特。 在包装箱上,印刷的就是这句德国谚语——“山与山不遇,人和人相逢”。 做一点点改变,我和三一重工股票的相遇则是: “山与山不遇,人和股相逢”(怎么感觉有点邪恶)! 作为一个老韭菜,我对三一这家公司还是有所了解的。三一基本不会错过每一次大牛市。 *06-07年,股权分置改革牛,三一在05年就率先完成股权分置改革,成为那轮牛市的明星股。 *08-09年,四万亿基建牛,三一是基建的核心标的。走牛并突破了07年前高。 *15年,一带一路工业4.0牛,三一不算核心标的,但也走出了几倍的行情。 *19-20年,基金机构抱团牛,这一波其实不错,从7块涨到现在46。 所以这家公司其实还是不错,长拿比较稳。幅度一定不会让人失望,只是作为很多指数的成分股,三一走的是慢牛行情。 三一的基本面情况——gdp概念股 三一重工是中国最大,世界第五的工程机械制造商,混泥土泵车多年全球销量第一。各种工程机械设备很多都来自三一。举个例子,挖掘","listText":" 这是前段时间拿的两只票,有图有真相,社区兄弟应该有印象,我之前分享过这个持仓,还奶了一把海康威视。这是继毒奶fubo.tv后终于在A股赚钱了,好感动,终于赚钱了! 由于今天暴涨9%,今天三一重工快50了,我的也有60%的浮盈了。真想说一句,三一海康我爱你,如果法律它允许。 我的眼泪都快下来了,过去一年真的是买啥亏啥,空啥涨啥。狗钱没赚到,狗事情遇到一大把,20年怕不是狗年吧。 还好今年开局真的不错,赚钱的感觉真让人舒服,就像保健一样。再一次感动得留下眼泪。 虽然不好说追不追,还是来聊聊我当时买三一的想法吧。 “山与山不遇,人和人相逢”——三一的炒作史 “山与山不遇,人和人相逢”,20年3月13日下午,满载防疫物资的专用车从三一集团出发,这是三一集团捐献给德国的160箱口罩。将第一时间运往香港物流中心并飞向德国斯图加特。 在包装箱上,印刷的就是这句德国谚语——“山与山不遇,人和人相逢”。 做一点点改变,我和三一重工股票的相遇则是: “山与山不遇,人和股相逢”(怎么感觉有点邪恶)! 作为一个老韭菜,我对三一这家公司还是有所了解的。三一基本不会错过每一次大牛市。 *06-07年,股权分置改革牛,三一在05年就率先完成股权分置改革,成为那轮牛市的明星股。 *08-09年,四万亿基建牛,三一是基建的核心标的。走牛并突破了07年前高。 *15年,一带一路工业4.0牛,三一不算核心标的,但也走出了几倍的行情。 *19-20年,基金机构抱团牛,这一波其实不错,从7块涨到现在46。 所以这家公司其实还是不错,长拿比较稳。幅度一定不会让人失望,只是作为很多指数的成分股,三一走的是慢牛行情。 三一的基本面情况——gdp概念股 三一重工是中国最大,世界第五的工程机械制造商,混泥土泵车多年全球销量第一。各种工程机械设备很多都来自三一。举个例子,挖掘","text":"这是前段时间拿的两只票,有图有真相,社区兄弟应该有印象,我之前分享过这个持仓,还奶了一把海康威视。这是继毒奶fubo.tv后终于在A股赚钱了,好感动,终于赚钱了! 由于今天暴涨9%,今天三一重工快50了,我的也有60%的浮盈了。真想说一句,三一海康我爱你,如果法律它允许。 我的眼泪都快下来了,过去一年真的是买啥亏啥,空啥涨啥。狗钱没赚到,狗事情遇到一大把,20年怕不是狗年吧。 还好今年开局真的不错,赚钱的感觉真让人舒服,就像保健一样。再一次感动得留下眼泪。 虽然不好说追不追,还是来聊聊我当时买三一的想法吧。 “山与山不遇,人和人相逢”——三一的炒作史 “山与山不遇,人和人相逢”,20年3月13日下午,满载防疫物资的专用车从三一集团出发,这是三一集团捐献给德国的160箱口罩。将第一时间运往香港物流中心并飞向德国斯图加特。 在包装箱上,印刷的就是这句德国谚语——“山与山不遇,人和人相逢”。 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","text":"$Twitter(TWTR)$[笑哭]","images":[{"img":"https://static.tigerbbs.com/96c93924c97378b147d4ad35e1083177","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310992343","isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":317641748,"gmtCreate":1612448460384,"gmtModify":1703762023060,"author":{"id":"3572919355626667","authorId":"3572919355626667","name":"阿晶啊","avatar":"https://static.tigerbbs.com/9f55705fb903bcf4eca1fc4d0599c783","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572919355626667","authorIdStr":"3572919355626667"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3572919355626667\">@阿晶啊</a>:暴富非常难//<a href=\"https://laohu8.com/U/3572919355626667\">@阿晶啊</a>:暴富很难","listText":"回复 <a href=\"https://laohu8.com/U/3572919355626667\">@阿晶啊</a>:暴富非常难//<a href=\"https://laohu8.com/U/3572919355626667\">@阿晶啊</a>:暴富很难","text":"回复 @阿晶啊:暴富非常难//@阿晶啊:暴富很难","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317641748","repostId":"315617653","repostType":1,"repost":{"id":315617653,"gmtCreate":1612242707872,"gmtModify":1723981390516,"author":{"id":"3474532838142087","authorId":"3474532838142087","name":"年小年","avatar":"https://static.tigerbbs.com/3afdc74b0863ac2fbf9e620bc6674d8f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474532838142087","authorIdStr":"3474532838142087"},"themes":[],"title":"我已经计算出:普通人离一夜暴富有多远","htmlText":"好消息,经过我缜密的计算,我已经计算出普通人离一夜暴富有多远了。1万块你有吗?1万块钱,操作得当,一年变1亿。买入和下面这张类似的短期期权(这张期权那天最高时候应该是涨69500.00%),第一次涨20000.00%,第二次只要涨5000.00%,轻轻松松1亿到手。美股几千只股票,不说一年,每个月涨这么多的都不会少,只要踩中两次,就这么简单。知道方法了就赶紧去吧,吃水不忘挖井人,赚了钱记得分我一点,不多,百分之一也可以哦。如果不是幸运女神的私生子,怎么能笃定你的选择就是那正确的几千分之一。金字塔尖那么点地方一定有你吗?媒体报道的也是幸存者偏差,失败的没宣传意义,不会有人想看,所以他们往往报道的一夜暴富的成功,你看的多了还真以为如此简单。我自认是中人之资,比别人好不了多少,也差不了多少,普通人一枚。我觉得普通人获得成功需要正确的选择,那个谁说过,成功就是让正确的事情相继发生。当然,如果你觉得你是特别的,是天选之子,是THE ONE,那么你完全可以去街边的体彩福利彩的店里缴纳一些智商税,他们说话很好听,2块钱就中500万,1万块中的奖轻松买下<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 。我之前一篇文章中说过关于期权和正股的区别,<a href=\"https://laohu8.com/TW/318671421\" target=\"_blank\">我认为牛市长期CALL期权优于正股</a>。有些朋友可能觉得中长期的期权权利金比较贵,那我问一下,期权再贵能比正股贵吗?或许你觉得短期的比较便宜,更划算。但我不认为短期的选择优于长期,短期的太容易一无所有,这是概率值偏低的事情,长期的机会更多,起码你有机会止损。长时间相信概率值偏低的事情,你的成功就是低概率事件。可能有人说最近大火的","listText":"好消息,经过我缜密的计算,我已经计算出普通人离一夜暴富有多远了。1万块你有吗?1万块钱,操作得当,一年变1亿。买入和下面这张类似的短期期权(这张期权那天最高时候应该是涨69500.00%),第一次涨20000.00%,第二次只要涨5000.00%,轻轻松松1亿到手。美股几千只股票,不说一年,每个月涨这么多的都不会少,只要踩中两次,就这么简单。知道方法了就赶紧去吧,吃水不忘挖井人,赚了钱记得分我一点,不多,百分之一也可以哦。如果不是幸运女神的私生子,怎么能笃定你的选择就是那正确的几千分之一。金字塔尖那么点地方一定有你吗?媒体报道的也是幸存者偏差,失败的没宣传意义,不会有人想看,所以他们往往报道的一夜暴富的成功,你看的多了还真以为如此简单。我自认是中人之资,比别人好不了多少,也差不了多少,普通人一枚。我觉得普通人获得成功需要正确的选择,那个谁说过,成功就是让正确的事情相继发生。当然,如果你觉得你是特别的,是天选之子,是THE ONE,那么你完全可以去街边的体彩福利彩的店里缴纳一些智商税,他们说话很好听,2块钱就中500万,1万块中的奖轻松买下<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 。我之前一篇文章中说过关于期权和正股的区别,<a href=\"https://laohu8.com/TW/318671421\" target=\"_blank\">我认为牛市长期CALL期权优于正股</a>。有些朋友可能觉得中长期的期权权利金比较贵,那我问一下,期权再贵能比正股贵吗?或许你觉得短期的比较便宜,更划算。但我不认为短期的选择优于长期,短期的太容易一无所有,这是概率值偏低的事情,长期的机会更多,起码你有机会止损。长时间相信概率值偏低的事情,你的成功就是低概率事件。可能有人说最近大火的","text":"好消息,经过我缜密的计算,我已经计算出普通人离一夜暴富有多远了。1万块你有吗?1万块钱,操作得当,一年变1亿。买入和下面这张类似的短期期权(这张期权那天最高时候应该是涨69500.00%),第一次涨20000.00%,第二次只要涨5000.00%,轻轻松松1亿到手。美股几千只股票,不说一年,每个月涨这么多的都不会少,只要踩中两次,就这么简单。知道方法了就赶紧去吧,吃水不忘挖井人,赚了钱记得分我一点,不多,百分之一也可以哦。如果不是幸运女神的私生子,怎么能笃定你的选择就是那正确的几千分之一。金字塔尖那么点地方一定有你吗?媒体报道的也是幸存者偏差,失败的没宣传意义,不会有人想看,所以他们往往报道的一夜暴富的成功,你看的多了还真以为如此简单。我自认是中人之资,比别人好不了多少,也差不了多少,普通人一枚。我觉得普通人获得成功需要正确的选择,那个谁说过,成功就是让正确的事情相继发生。当然,如果你觉得你是特别的,是天选之子,是THE ONE,那么你完全可以去街边的体彩福利彩的店里缴纳一些智商税,他们说话很好听,2块钱就中500万,1万块中的奖轻松买下$特斯拉(TSLA)$ 。我之前一篇文章中说过关于期权和正股的区别,我认为牛市长期CALL期权优于正股。有些朋友可能觉得中长期的期权权利金比较贵,那我问一下,期权再贵能比正股贵吗?或许你觉得短期的比较便宜,更划算。但我不认为短期的选择优于长期,短期的太容易一无所有,这是概率值偏低的事情,长期的机会更多,起码你有机会止损。长时间相信概率值偏低的事情,你的成功就是低概率事件。可能有人说最近大火的","images":[{"img":"https://static.tigerbbs.com/a4a21195e910edaa5d5c6b7ecee34475","width":"482","height":"328"},{"img":"https://static.tigerbbs.com/8933ad76656f58da83b46b5559a31ffe","width":"417","height":"929"},{"img":"https://static.tigerbbs.com/aa5036d219d600c1557e08ce2ac78d06","width":"688","height":"330"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315617653","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319604000,"gmtCreate":1611574130700,"gmtModify":1703751067395,"author":{"id":"3572919355626667","authorId":"3572919355626667","name":"阿晶啊","avatar":"https://static.tigerbbs.com/9f55705fb903bcf4eca1fc4d0599c783","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572919355626667","authorIdStr":"3572919355626667"},"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/319604000","repostId":"310085336","repostType":1,"repost":{"id":310085336,"gmtCreate":1611228317318,"gmtModify":1703749005143,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"强者愈强!大波美股银行股演绎炸裂表现!","htmlText":"海外疫情已经持续了近一年的时间,去年Q1的时候权益市场还在被绝望裹挟,关注金融股的投资者氛围可能更加暗淡,彼时国内四大行纷纷破净破到怀疑人生;欧洲银行业率先叫停回购、派息;美国银行业贷款损失拨备直逼金融危机时期水平,当场砍掉了一半的净利润。 如今回过头来再看,从最绝望时期算起,美国银行股普遍也已经有50%+的涨幅,甚至不少龙头已经创出新高。我们在一季度点评中重点看好的<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ,也成为了这轮银行股行情中的领航员,作为一名银行股,不到一年,188%的涨幅(按低点算),可以说是相当炸裂的表现。参考:<a href=\"https://r.tigerbbs.com/lrdh\" target=\"_blank\">《1Q20行财报透视:疫情之下,分化加大》20200416</a> 四季报点评 近期美国大型银行业先后公布了四季报,整体来看,信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上,比较大的变化还在于,银行的坏账拨备普遍进一步下调;其次,在美联储松绑监管后,大型银行的回购也逐渐开启正常化。可以察觉到,市场正从流动性的盛宴中缓缓苏醒,复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏,拨备下降,消费型银行进入顺风期 从四季报来看,银行信贷业务延续着复苏的趋势,各大行年末也已经开始调低贷款损失拨备,拨备调低后(部分坏账准备可以收回来了),会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款,这部分会利好像<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 、","listText":"海外疫情已经持续了近一年的时间,去年Q1的时候权益市场还在被绝望裹挟,关注金融股的投资者氛围可能更加暗淡,彼时国内四大行纷纷破净破到怀疑人生;欧洲银行业率先叫停回购、派息;美国银行业贷款损失拨备直逼金融危机时期水平,当场砍掉了一半的净利润。 如今回过头来再看,从最绝望时期算起,美国银行股普遍也已经有50%+的涨幅,甚至不少龙头已经创出新高。我们在一季度点评中重点看好的<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ,也成为了这轮银行股行情中的领航员,作为一名银行股,不到一年,188%的涨幅(按低点算),可以说是相当炸裂的表现。参考:<a href=\"https://r.tigerbbs.com/lrdh\" target=\"_blank\">《1Q20行财报透视:疫情之下,分化加大》20200416</a> 四季报点评 近期美国大型银行业先后公布了四季报,整体来看,信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上,比较大的变化还在于,银行的坏账拨备普遍进一步下调;其次,在美联储松绑监管后,大型银行的回购也逐渐开启正常化。可以察觉到,市场正从流动性的盛宴中缓缓苏醒,复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏,拨备下降,消费型银行进入顺风期 从四季报来看,银行信贷业务延续着复苏的趋势,各大行年末也已经开始调低贷款损失拨备,拨备调低后(部分坏账准备可以收回来了),会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款,这部分会利好像<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 、","text":"海外疫情已经持续了近一年的时间,去年Q1的时候权益市场还在被绝望裹挟,关注金融股的投资者氛围可能更加暗淡,彼时国内四大行纷纷破净破到怀疑人生;欧洲银行业率先叫停回购、派息;美国银行业贷款损失拨备直逼金融危机时期水平,当场砍掉了一半的净利润。 如今回过头来再看,从最绝望时期算起,美国银行股普遍也已经有50%+的涨幅,甚至不少龙头已经创出新高。我们在一季度点评中重点看好的$摩根士丹利(MS)$ ,也成为了这轮银行股行情中的领航员,作为一名银行股,不到一年,188%的涨幅(按低点算),可以说是相当炸裂的表现。参考:《1Q20行财报透视:疫情之下,分化加大》20200416 四季报点评 近期美国大型银行业先后公布了四季报,整体来看,信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上,比较大的变化还在于,银行的坏账拨备普遍进一步下调;其次,在美联储松绑监管后,大型银行的回购也逐渐开启正常化。可以察觉到,市场正从流动性的盛宴中缓缓苏醒,复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏,拨备下降,消费型银行进入顺风期 从四季报来看,银行信贷业务延续着复苏的趋势,各大行年末也已经开始调低贷款损失拨备,拨备调低后(部分坏账准备可以收回来了),会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款,这部分会利好像$美国银行(BAC)$ 、","images":[{"img":"https://static.tigerbbs.com/d07ce8ca2da51dee59077e3243a9db29","width":"969","height":"507"},{"img":"https://static.tigerbbs.com/8478b032894fb3b9011bf0a0182dc28d","width":"942","height":"504"},{"img":"https://static.tigerbbs.com/d377557da5a6b1fa8d7af8c048d670b1","width":"978","height":"552"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310085336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319605786,"gmtCreate":1611574118845,"gmtModify":1703751067049,"author":{"id":"3572919355626667","authorId":"3572919355626667","name":"阿晶啊","avatar":"https://static.tigerbbs.com/9f55705fb903bcf4eca1fc4d0599c783","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572919355626667","authorIdStr":"3572919355626667"},"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/319605786","repostId":"310085336","repostType":1,"repost":{"id":310085336,"gmtCreate":1611228317318,"gmtModify":1703749005143,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"强者愈强!大波美股银行股演绎炸裂表现!","htmlText":"海外疫情已经持续了近一年的时间,去年Q1的时候权益市场还在被绝望裹挟,关注金融股的投资者氛围可能更加暗淡,彼时国内四大行纷纷破净破到怀疑人生;欧洲银行业率先叫停回购、派息;美国银行业贷款损失拨备直逼金融危机时期水平,当场砍掉了一半的净利润。 如今回过头来再看,从最绝望时期算起,美国银行股普遍也已经有50%+的涨幅,甚至不少龙头已经创出新高。我们在一季度点评中重点看好的<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ,也成为了这轮银行股行情中的领航员,作为一名银行股,不到一年,188%的涨幅(按低点算),可以说是相当炸裂的表现。参考:<a href=\"https://r.tigerbbs.com/lrdh\" target=\"_blank\">《1Q20行财报透视:疫情之下,分化加大》20200416</a> 四季报点评 近期美国大型银行业先后公布了四季报,整体来看,信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上,比较大的变化还在于,银行的坏账拨备普遍进一步下调;其次,在美联储松绑监管后,大型银行的回购也逐渐开启正常化。可以察觉到,市场正从流动性的盛宴中缓缓苏醒,复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏,拨备下降,消费型银行进入顺风期 从四季报来看,银行信贷业务延续着复苏的趋势,各大行年末也已经开始调低贷款损失拨备,拨备调低后(部分坏账准备可以收回来了),会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款,这部分会利好像<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 、","listText":"海外疫情已经持续了近一年的时间,去年Q1的时候权益市场还在被绝望裹挟,关注金融股的投资者氛围可能更加暗淡,彼时国内四大行纷纷破净破到怀疑人生;欧洲银行业率先叫停回购、派息;美国银行业贷款损失拨备直逼金融危机时期水平,当场砍掉了一半的净利润。 如今回过头来再看,从最绝望时期算起,美国银行股普遍也已经有50%+的涨幅,甚至不少龙头已经创出新高。我们在一季度点评中重点看好的<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ,也成为了这轮银行股行情中的领航员,作为一名银行股,不到一年,188%的涨幅(按低点算),可以说是相当炸裂的表现。参考:<a href=\"https://r.tigerbbs.com/lrdh\" target=\"_blank\">《1Q20行财报透视:疫情之下,分化加大》20200416</a> 四季报点评 近期美国大型银行业先后公布了四季报,整体来看,信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上,比较大的变化还在于,银行的坏账拨备普遍进一步下调;其次,在美联储松绑监管后,大型银行的回购也逐渐开启正常化。可以察觉到,市场正从流动性的盛宴中缓缓苏醒,复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏,拨备下降,消费型银行进入顺风期 从四季报来看,银行信贷业务延续着复苏的趋势,各大行年末也已经开始调低贷款损失拨备,拨备调低后(部分坏账准备可以收回来了),会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款,这部分会利好像<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 、","text":"海外疫情已经持续了近一年的时间,去年Q1的时候权益市场还在被绝望裹挟,关注金融股的投资者氛围可能更加暗淡,彼时国内四大行纷纷破净破到怀疑人生;欧洲银行业率先叫停回购、派息;美国银行业贷款损失拨备直逼金融危机时期水平,当场砍掉了一半的净利润。 如今回过头来再看,从最绝望时期算起,美国银行股普遍也已经有50%+的涨幅,甚至不少龙头已经创出新高。我们在一季度点评中重点看好的$摩根士丹利(MS)$ ,也成为了这轮银行股行情中的领航员,作为一名银行股,不到一年,188%的涨幅(按低点算),可以说是相当炸裂的表现。参考:《1Q20行财报透视:疫情之下,分化加大》20200416 四季报点评 近期美国大型银行业先后公布了四季报,整体来看,信贷、交易、财富管理业务延续了上个季度的强劲表现。财务上,比较大的变化还在于,银行的坏账拨备普遍进一步下调;其次,在美联储松绑监管后,大型银行的回购也逐渐开启正常化。可以察觉到,市场正从流动性的盛宴中缓缓苏醒,复苏和增长的故事也正在接棒成为新的话题。 2.1信贷延续复苏,拨备下降,消费型银行进入顺风期 从四季报来看,银行信贷业务延续着复苏的趋势,各大行年末也已经开始调低贷款损失拨备,拨备调低后(部分坏账准备可以收回来了),会直接释放出一部分利润。由于大部分的拨备主要来自于企业贷款,这部分会利好像$美国银行(BAC)$ 、","images":[{"img":"https://static.tigerbbs.com/d07ce8ca2da51dee59077e3243a9db29","width":"969","height":"507"},{"img":"https://static.tigerbbs.com/8478b032894fb3b9011bf0a0182dc28d","width":"942","height":"504"},{"img":"https://static.tigerbbs.com/d377557da5a6b1fa8d7af8c048d670b1","width":"978","height":"552"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310085336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319605469,"gmtCreate":1611574100751,"gmtModify":1703751067222,"author":{"id":"3572919355626667","authorId":"3572919355626667","name":"阿晶啊","avatar":"https://static.tigerbbs.com/9f55705fb903bcf4eca1fc4d0599c783","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572919355626667","authorIdStr":"3572919355626667"},"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/319605469","repostId":"310604096","repostType":1,"repost":{"id":310604096,"gmtCreate":1611300360000,"gmtModify":1703749657033,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"title":"暴走的老虎证券怎么看","htmlText":" 虎子$老虎证券最近嗨翻了! 这才一个月,股价就从5月给干到16块了。 这是每一个持股虎友的高光时刻,老虎证券在这一刻灵魂附体,它的队友是蔚来,是东方通信,是比特币,它不是一个人在战斗。 老虎这一波冲刺,涨得让人喜气洋洋,也涨的让人内心慌慌。 喜气洋洋的是持股的虎友,内心慌慌的是队长。 这种踏空的感觉让人特别不爽,郑爽的爽。 真叫人拍断大腿,我曾经也是老虎证券的坚定持股者呢,哎!投资之艰难,正如那暴涨的股票,甩人下车,一气呵成。然而股票节节高攀之日,账户却没有持仓。 老虎是我非常熟悉的一只股票。踏空实属不该。 长线来看,我依然看好老虎的长期价值。 老虎证券数据解读 老虎证券是一家单纯的互联网券商。来看老虎的收入构成,通俗来说就是佣金收入,利息收入,其他收入。看懂这三点,也就看懂了老虎的业务模式和营收。 *佣金收入,就是交易产生的手续费,手续费和大盘的波动率正相关,和用户数和总资金规模正相关。 *利息收入,就是开杠杆或者融券产生的利息,包括融资打新股产生的利息。 *其它收入,比如承销ipo,比如启动页的广告,这块占比最小。 老虎的营收差不多就这些了,非常清晰,一下子就可以看明白。 重点是数据怎么样?如下图所示: 我想这个营收数据的成长性非常能说明问题。股价的暴涨和业绩的暴涨不无关系。营收主要来自佣金和利息(我们主要看这两个),其它业务占比小。 佣金收入: 利息收入: 所以老虎的成长性同比是非常炸裂的,环比依然保持成长。但成长速度有所放缓,为什么放缓? 因为美股的波动率在放缓,现在不是股灾和股灾后大放水的那种波动率,交易频率当然没有去年春夏那么高,很正常。 老虎的成长性核心在于更多的开户入金人数和更大的资金规模,这两块在成长,那么老虎的也就就会成长。 那么老虎的开户入金人数和资金规模在成长吗?我们看老虎ceo巫总的","listText":" 虎子$老虎证券最近嗨翻了! 这才一个月,股价就从5月给干到16块了。 这是每一个持股虎友的高光时刻,老虎证券在这一刻灵魂附体,它的队友是蔚来,是东方通信,是比特币,它不是一个人在战斗。 老虎这一波冲刺,涨得让人喜气洋洋,也涨的让人内心慌慌。 喜气洋洋的是持股的虎友,内心慌慌的是队长。 这种踏空的感觉让人特别不爽,郑爽的爽。 真叫人拍断大腿,我曾经也是老虎证券的坚定持股者呢,哎!投资之艰难,正如那暴涨的股票,甩人下车,一气呵成。然而股票节节高攀之日,账户却没有持仓。 老虎是我非常熟悉的一只股票。踏空实属不该。 长线来看,我依然看好老虎的长期价值。 老虎证券数据解读 老虎证券是一家单纯的互联网券商。来看老虎的收入构成,通俗来说就是佣金收入,利息收入,其他收入。看懂这三点,也就看懂了老虎的业务模式和营收。 *佣金收入,就是交易产生的手续费,手续费和大盘的波动率正相关,和用户数和总资金规模正相关。 *利息收入,就是开杠杆或者融券产生的利息,包括融资打新股产生的利息。 *其它收入,比如承销ipo,比如启动页的广告,这块占比最小。 老虎的营收差不多就这些了,非常清晰,一下子就可以看明白。 重点是数据怎么样?如下图所示: 我想这个营收数据的成长性非常能说明问题。股价的暴涨和业绩的暴涨不无关系。营收主要来自佣金和利息(我们主要看这两个),其它业务占比小。 佣金收入: 利息收入: 所以老虎的成长性同比是非常炸裂的,环比依然保持成长。但成长速度有所放缓,为什么放缓? 因为美股的波动率在放缓,现在不是股灾和股灾后大放水的那种波动率,交易频率当然没有去年春夏那么高,很正常。 老虎的成长性核心在于更多的开户入金人数和更大的资金规模,这两块在成长,那么老虎的也就就会成长。 那么老虎的开户入金人数和资金规模在成长吗?我们看老虎ceo巫总的","text":"虎子$老虎证券最近嗨翻了! 这才一个月,股价就从5月给干到16块了。 这是每一个持股虎友的高光时刻,老虎证券在这一刻灵魂附体,它的队友是蔚来,是东方通信,是比特币,它不是一个人在战斗。 老虎这一波冲刺,涨得让人喜气洋洋,也涨的让人内心慌慌。 喜气洋洋的是持股的虎友,内心慌慌的是队长。 这种踏空的感觉让人特别不爽,郑爽的爽。 真叫人拍断大腿,我曾经也是老虎证券的坚定持股者呢,哎!投资之艰难,正如那暴涨的股票,甩人下车,一气呵成。然而股票节节高攀之日,账户却没有持仓。 老虎是我非常熟悉的一只股票。踏空实属不该。 长线来看,我依然看好老虎的长期价值。 老虎证券数据解读 老虎证券是一家单纯的互联网券商。来看老虎的收入构成,通俗来说就是佣金收入,利息收入,其他收入。看懂这三点,也就看懂了老虎的业务模式和营收。 *佣金收入,就是交易产生的手续费,手续费和大盘的波动率正相关,和用户数和总资金规模正相关。 *利息收入,就是开杠杆或者融券产生的利息,包括融资打新股产生的利息。 *其它收入,比如承销ipo,比如启动页的广告,这块占比最小。 老虎的营收差不多就这些了,非常清晰,一下子就可以看明白。 重点是数据怎么样?如下图所示: 我想这个营收数据的成长性非常能说明问题。股价的暴涨和业绩的暴涨不无关系。营收主要来自佣金和利息(我们主要看这两个),其它业务占比小。 佣金收入: 利息收入: 所以老虎的成长性同比是非常炸裂的,环比依然保持成长。但成长速度有所放缓,为什么放缓? 因为美股的波动率在放缓,现在不是股灾和股灾后大放水的那种波动率,交易频率当然没有去年春夏那么高,很正常。 老虎的成长性核心在于更多的开户入金人数和更大的资金规模,这两块在成长,那么老虎的也就就会成长。 那么老虎的开户入金人数和资金规模在成长吗?我们看老虎ceo巫总的","images":[{"img":"https://static.tigerbbs.com/bd1746cfadd440919eeabb06bd3be07f"},{"img":"https://static.tigerbbs.com/3d640fbe57784439aebe59a8aa5efa97"},{"img":"https://static.tigerbbs.com/bee6bdbefe8e4b8ca1924fad1ca833d3"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310604096","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319605303,"gmtCreate":1611574023902,"gmtModify":1703751066184,"author":{"id":"3572919355626667","authorId":"3572919355626667","name":"阿晶啊","avatar":"https://static.tigerbbs.com/9f55705fb903bcf4eca1fc4d0599c783","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572919355626667","authorIdStr":"3572919355626667"},"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/319605303","repostId":"337061500","repostType":1,"repost":{"id":337061500,"gmtCreate":1611030705996,"gmtModify":1703747535803,"author":{"id":"20704831058604","authorId":"20704831058604","name":"阿曼曼","avatar":"https://static.laohu8.com/tiger_upload_file_1446566133.png","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20704831058604","authorIdStr":"20704831058604"},"themes":[],"title":"港股涨疯了!这些场内基金立即可买!","htmlText":"港股涨疯了!南下资金持续流入拥抱港股,年初以来1500多亿资金挥师南下,港股通已经连续11日净流入百亿以上,抄作业的都知道买腾讯、买美团、买小米... 这轮主要动力还是国内的基金出海,平安证券整理30只南下基金买入的标的,长得最好的是<a target=\"_blank\" href=\"https://laohu8.com/S/03800\">$保利协鑫能源(03800)$</a> ,买的最多的还是新经济巨头,还有绝对受益的<a target=\"_blank\" href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a> 。 来源平安证券 我觉得除了抄作业追个股,也可以考虑买入国内的联接港股ETF!最大好处是可以人民币买!截至昨日,今年以来的11个交易日,场内交易的港股基金累计涨幅大多在10%左右。华夏沪港通恒生ETF、嘉实H股指数、华安CES港股通精选100ETF已上涨10%以上。这不是快手就要招股了,老虎账户的钱还要留着打新,买港股基金,提供大家一个新思路! 今天,华夏恒生互联网ETF(交易代码:513330,认购代码513333)开始发行了!这是华夏开年巨献,最大仓位是小米、美团、腾讯、京东-SW、阿里-SW,相当于是买入港股新经济ETF。同时工银瑞信、汇添富、银华的港股互联网或新经济ETF也都在募集中(如下表),这么多钱必然撑起今年港股新经济龙头的大势,可预见的是2021年港股新经济将会被资金量推起~ 给大家整理一下国内知名的港股互联网相关的连接ETF,且都是场内销售的,大多数蚂蚁就可以买~ 个人持有002121和 501311,准备买入513330,利益披露。","listText":"港股涨疯了!南下资金持续流入拥抱港股,年初以来1500多亿资金挥师南下,港股通已经连续11日净流入百亿以上,抄作业的都知道买腾讯、买美团、买小米... 这轮主要动力还是国内的基金出海,平安证券整理30只南下基金买入的标的,长得最好的是<a target=\"_blank\" href=\"https://laohu8.com/S/03800\">$保利协鑫能源(03800)$</a> ,买的最多的还是新经济巨头,还有绝对受益的<a target=\"_blank\" href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a> 。 来源平安证券 我觉得除了抄作业追个股,也可以考虑买入国内的联接港股ETF!最大好处是可以人民币买!截至昨日,今年以来的11个交易日,场内交易的港股基金累计涨幅大多在10%左右。华夏沪港通恒生ETF、嘉实H股指数、华安CES港股通精选100ETF已上涨10%以上。这不是快手就要招股了,老虎账户的钱还要留着打新,买港股基金,提供大家一个新思路! 今天,华夏恒生互联网ETF(交易代码:513330,认购代码513333)开始发行了!这是华夏开年巨献,最大仓位是小米、美团、腾讯、京东-SW、阿里-SW,相当于是买入港股新经济ETF。同时工银瑞信、汇添富、银华的港股互联网或新经济ETF也都在募集中(如下表),这么多钱必然撑起今年港股新经济龙头的大势,可预见的是2021年港股新经济将会被资金量推起~ 给大家整理一下国内知名的港股互联网相关的连接ETF,且都是场内销售的,大多数蚂蚁就可以买~ 个人持有002121和 501311,准备买入513330,利益披露。","text":"港股涨疯了!南下资金持续流入拥抱港股,年初以来1500多亿资金挥师南下,港股通已经连续11日净流入百亿以上,抄作业的都知道买腾讯、买美团、买小米... 这轮主要动力还是国内的基金出海,平安证券整理30只南下基金买入的标的,长得最好的是$保利协鑫能源(03800)$ ,买的最多的还是新经济巨头,还有绝对受益的$香港交易所(00388)$ 。 来源平安证券 我觉得除了抄作业追个股,也可以考虑买入国内的联接港股ETF!最大好处是可以人民币买!截至昨日,今年以来的11个交易日,场内交易的港股基金累计涨幅大多在10%左右。华夏沪港通恒生ETF、嘉实H股指数、华安CES港股通精选100ETF已上涨10%以上。这不是快手就要招股了,老虎账户的钱还要留着打新,买港股基金,提供大家一个新思路! 今天,华夏恒生互联网ETF(交易代码:513330,认购代码513333)开始发行了!这是华夏开年巨献,最大仓位是小米、美团、腾讯、京东-SW、阿里-SW,相当于是买入港股新经济ETF。同时工银瑞信、汇添富、银华的港股互联网或新经济ETF也都在募集中(如下表),这么多钱必然撑起今年港股新经济龙头的大势,可预见的是2021年港股新经济将会被资金量推起~ 给大家整理一下国内知名的港股互联网相关的连接ETF,且都是场内销售的,大多数蚂蚁就可以买~ 个人持有002121和 501311,准备买入513330,利益披露。","images":[{"img":"https://static.tigerbbs.com/3ee9d13c36c63cd7ac98b01707fa1cf1","width":"1570","height":"1032"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337061500","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310501547,"gmtCreate":1611331437789,"gmtModify":1703749938303,"author":{"id":"3572919355626667","authorId":"3572919355626667","name":"阿晶啊","avatar":"https://static.tigerbbs.com/9f55705fb903bcf4eca1fc4d0599c783","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572919355626667","authorIdStr":"3572919355626667"},"themes":[],"htmlText":"<a 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这是前段时间拿的两只票,有图有真相,社区兄弟应该有印象,我之前分享过这个持仓,还奶了一把海康威视。这是继毒奶fubo.tv后终于在A股赚钱了,好感动,终于赚钱了! 由于今天暴涨9%,今天三一重工快50了,我的也有60%的浮盈了。真想说一句,三一海康我爱你,如果法律它允许。 我的眼泪都快下来了,过去一年真的是买啥亏啥,空啥涨啥。狗钱没赚到,狗事情遇到一大把,20年怕不是狗年吧。 还好今年开局真的不错,赚钱的感觉真让人舒服,就像保健一样。再一次感动得留下眼泪。 虽然不好说追不追,还是来聊聊我当时买三一的想法吧。 “山与山不遇,人和人相逢”——三一的炒作史 “山与山不遇,人和人相逢”,20年3月13日下午,满载防疫物资的专用车从三一集团出发,这是三一集团捐献给德国的160箱口罩。将第一时间运往香港物流中心并飞向德国斯图加特。 在包装箱上,印刷的就是这句德国谚语——“山与山不遇,人和人相逢”。 做一点点改变,我和三一重工股票的相遇则是: “山与山不遇,人和股相逢”(怎么感觉有点邪恶)! 作为一个老韭菜,我对三一这家公司还是有所了解的。三一基本不会错过每一次大牛市。 *06-07年,股权分置改革牛,三一在05年就率先完成股权分置改革,成为那轮牛市的明星股。 *08-09年,四万亿基建牛,三一是基建的核心标的。走牛并突破了07年前高。 *15年,一带一路工业4.0牛,三一不算核心标的,但也走出了几倍的行情。 *19-20年,基金机构抱团牛,这一波其实不错,从7块涨到现在46。 所以这家公司其实还是不错,长拿比较稳。幅度一定不会让人失望,只是作为很多指数的成分股,三一走的是慢牛行情。 三一的基本面情况——gdp概念股 三一重工是中国最大,世界第五的工程机械制造商,混泥土泵车多年全球销量第一。各种工程机械设备很多都来自三一。举个例子,挖掘","listText":" 这是前段时间拿的两只票,有图有真相,社区兄弟应该有印象,我之前分享过这个持仓,还奶了一把海康威视。这是继毒奶fubo.tv后终于在A股赚钱了,好感动,终于赚钱了! 由于今天暴涨9%,今天三一重工快50了,我的也有60%的浮盈了。真想说一句,三一海康我爱你,如果法律它允许。 我的眼泪都快下来了,过去一年真的是买啥亏啥,空啥涨啥。狗钱没赚到,狗事情遇到一大把,20年怕不是狗年吧。 还好今年开局真的不错,赚钱的感觉真让人舒服,就像保健一样。再一次感动得留下眼泪。 虽然不好说追不追,还是来聊聊我当时买三一的想法吧。 “山与山不遇,人和人相逢”——三一的炒作史 “山与山不遇,人和人相逢”,20年3月13日下午,满载防疫物资的专用车从三一集团出发,这是三一集团捐献给德国的160箱口罩。将第一时间运往香港物流中心并飞向德国斯图加特。 在包装箱上,印刷的就是这句德国谚语——“山与山不遇,人和人相逢”。 做一点点改变,我和三一重工股票的相遇则是: “山与山不遇,人和股相逢”(怎么感觉有点邪恶)! 作为一个老韭菜,我对三一这家公司还是有所了解的。三一基本不会错过每一次大牛市。 *06-07年,股权分置改革牛,三一在05年就率先完成股权分置改革,成为那轮牛市的明星股。 *08-09年,四万亿基建牛,三一是基建的核心标的。走牛并突破了07年前高。 *15年,一带一路工业4.0牛,三一不算核心标的,但也走出了几倍的行情。 *19-20年,基金机构抱团牛,这一波其实不错,从7块涨到现在46。 所以这家公司其实还是不错,长拿比较稳。幅度一定不会让人失望,只是作为很多指数的成分股,三一走的是慢牛行情。 三一的基本面情况——gdp概念股 三一重工是中国最大,世界第五的工程机械制造商,混泥土泵车多年全球销量第一。各种工程机械设备很多都来自三一。举个例子,挖掘","text":"这是前段时间拿的两只票,有图有真相,社区兄弟应该有印象,我之前分享过这个持仓,还奶了一把海康威视。这是继毒奶fubo.tv后终于在A股赚钱了,好感动,终于赚钱了! 由于今天暴涨9%,今天三一重工快50了,我的也有60%的浮盈了。真想说一句,三一海康我爱你,如果法律它允许。 我的眼泪都快下来了,过去一年真的是买啥亏啥,空啥涨啥。狗钱没赚到,狗事情遇到一大把,20年怕不是狗年吧。 还好今年开局真的不错,赚钱的感觉真让人舒服,就像保健一样。再一次感动得留下眼泪。 虽然不好说追不追,还是来聊聊我当时买三一的想法吧。 “山与山不遇,人和人相逢”——三一的炒作史 “山与山不遇,人和人相逢”,20年3月13日下午,满载防疫物资的专用车从三一集团出发,这是三一集团捐献给德国的160箱口罩。将第一时间运往香港物流中心并飞向德国斯图加特。 在包装箱上,印刷的就是这句德国谚语——“山与山不遇,人和人相逢”。 做一点点改变,我和三一重工股票的相遇则是: “山与山不遇,人和股相逢”(怎么感觉有点邪恶)! 作为一个老韭菜,我对三一这家公司还是有所了解的。三一基本不会错过每一次大牛市。 *06-07年,股权分置改革牛,三一在05年就率先完成股权分置改革,成为那轮牛市的明星股。 *08-09年,四万亿基建牛,三一是基建的核心标的。走牛并突破了07年前高。 *15年,一带一路工业4.0牛,三一不算核心标的,但也走出了几倍的行情。 *19-20年,基金机构抱团牛,这一波其实不错,从7块涨到现在46。 所以这家公司其实还是不错,长拿比较稳。幅度一定不会让人失望,只是作为很多指数的成分股,三一走的是慢牛行情。 三一的基本面情况——gdp概念股 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