星月草莓蛋糕的个人主页 - 老虎社区

星月草莓蛋糕

星月草莓蛋糕

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星月草莓蛋糕

2021-06-26

怎么这样。中签13，开盘10元。这搞什么了。契丹了

抱歉，原内容已删除

星月草莓蛋糕

2021-06-21

又跌了

抱歉，原内容已删除

星月草莓蛋糕

2021-06-20

$爱回收(RERE)$不给机会中签湖。哎

星月草莓蛋糕

2021-06-20

你哈

抱歉，原内容已删除

星月草莓蛋糕

2021-06-18

$百世集团(BEST)$跌去一半了

星月草莓蛋糕

2021-06-16

$时代天使(06699)$真是大肉，吃不到

星月草莓蛋糕

2021-06-12

加油

抱歉，原内容已删除

星月草莓蛋糕

2021-06-12

第一次赚这么多。就是只有5股。怎么不给我多点了

星月草莓蛋糕

2021-04-26

$知乎(ZH)$看好啊终于不破发啦

星月草莓蛋糕

2021-03-16

还没有回本，回本就不玩了

星月草莓蛋糕

2021-03-15

$极光(JG)$加油加油

星月草莓蛋糕

2021-03-11

还中了，估计今晚会破发

星月草莓蛋糕

2021-03-11

什么时候回本啊

星月草莓蛋糕

2021-03-09

$Opendoor Technologies Inc(OPEN)$加油看好你

星月草莓蛋糕

2021-03-06

$Nano Dimension Ltd.(NNDM)$有没有比我惨的[笑哭] [笑哭] [笑哭]

星月草莓蛋糕

2021-03-03

$Nano Dimension Ltd.(NNDM)$跌太多了，什么时候起飞🛫️

星月草莓蛋糕

2021-03-01

$Synthetic Biologics Inc(SYN)$可以下手吗？

星月草莓蛋糕

2021-02-25

$Nano Dimension Ltd.(NNDM)$什么时候上去、亏了很多

星月草莓蛋糕

2021-02-24

可以入手吗

@GuruFocus:巴菲特“神秘仓位”公布，这三支股票还没开涨！

星月草莓蛋糕

2021-02-24

希望l

@价值投资为王:纳入港股通=股价暴涨时，这3支股或有机会！

去老虎APP查看更多动态

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Inc(SYN)$</a>可以下手吗？","text":"$Synthetic Biologics Inc(SYN)$可以下手吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362300945","isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361261440,"gmtCreate":1614239944180,"gmtModify":1614239944180,"author":{"id":"3573290919789612","authorId":"3573290919789612","name":"星月草莓蛋糕","avatar":"https://static.tigerbbs.com/d99970e358d685770747ab44fcb18f4a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573290919789612","authorIdStr":"3573290919789612"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension Ltd.(NNDM)$</a>什么时候上去、亏了很多","listText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension Ltd.(NNDM)$</a>什么时候上去、亏了很多","text":"$Nano Dimension Ltd.(NNDM)$什么时候上去、亏了很多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/361261440","isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363430369,"gmtCreate":1614161726751,"gmtModify":1614161726751,"author":{"id":"3573290919789612","authorId":"3573290919789612","name":"星月草莓蛋糕","avatar":"https://static.tigerbbs.com/d99970e358d685770747ab44fcb18f4a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573290919789612","authorIdStr":"3573290919789612"},"themes":[],"htmlText":"可以入手吗","listText":"可以入手吗","text":"可以入手吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363430369","repostId":"385125880","repostType":1,"repost":{"id":385125880,"gmtCreate":1613524500000,"gmtModify":1613560530462,"author":{"id":"3556669788355570","authorId":"3556669788355570","name":"GuruFocus","avatar":"https://static.tigerbbs.com/39e1e28b3ff68411370a270b2aa9a76d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556669788355570","authorIdStr":"3556669788355570"},"themes":[],"title":"巴菲特“神秘仓位”公布，这三支股票还没开涨！","htmlText":"本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 股神巴菲特更新持仓了！根据价值大师网大师仓位功能的最新数据显示，截至2020年四季度，巴菲特名下的伯克希尔公司共持有47支股票，持仓总市值为2700亿美元。“新开仓”3支股票，增持6支股票，减持6支股票，并对5支股票进行了清仓处理。截至2020年12月31日，该基金前五大持仓占其总市值的74.05%，仓位非常集中。 细心的读者会问，为何新开仓的3支股票要带上引号，这三支股票又是哪几家公司呢？严格上说，巴菲特并没有在2020年四季度开设新的仓位，而是早在三季度就已经买入了这三家公司。 让我们把时间拨回三个月前，伯克希尔·哈撒韦在2020年11月中旬向SEC披露了其第三季度的持仓信息，持仓总市值约为2500亿美元；与此同时，伯克希尔也向SEC递交了一份对几笔已完成投资的保密申请，总价值约80亿美元。伯克希尔在持仓披露的公开文件中表示“有几笔投资的相关信息已经从13F文件中移除，并以保密的形式提交给了SEC进行申报”。 简单点说，就是巴菲特在三季度买了一些股票，但暂时还不想公开。巴菲特是少数进行过保密申报的投资大佬之一，并且近年来巴菲特很少进行这类操作。上次保密申报，还是在2015年大举加仓菲利普66（PSX）时。 听到这，您是否会惊呼“这都行？”没错，当SEC认为公开的交易信息会大幅影响股票价格，致使该投资者无法完成其股权买入计划时，会同意投资者递交的保密申请，以确保该投资者的买入计划顺利完成。毕竟，巴菲特的影响实在太大，在买入计划完成前就公开交易意向，势必会提高买入成本。精明的巴老也因此向大众选择了“隐瞒”，待买入计划完成后悉数公开。 80亿美元对于身价千亿的巴菲特来说并不是个大数目，不过足以影响某一支或几只股票的价格走势。因此这一“神秘仓位”已经公布，就引来投资者们的无尽猜测。 那被巴老“藏在怀中”的股票究竟","listText":"本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 股神巴菲特更新持仓了！根据价值大师网大师仓位功能的最新数据显示，截至2020年四季度，巴菲特名下的伯克希尔公司共持有47支股票，持仓总市值为2700亿美元。“新开仓”3支股票，增持6支股票，减持6支股票，并对5支股票进行了清仓处理。截至2020年12月31日，该基金前五大持仓占其总市值的74.05%，仓位非常集中。 细心的读者会问，为何新开仓的3支股票要带上引号，这三支股票又是哪几家公司呢？严格上说，巴菲特并没有在2020年四季度开设新的仓位，而是早在三季度就已经买入了这三家公司。 让我们把时间拨回三个月前，伯克希尔·哈撒韦在2020年11月中旬向SEC披露了其第三季度的持仓信息，持仓总市值约为2500亿美元；与此同时，伯克希尔也向SEC递交了一份对几笔已完成投资的保密申请，总价值约80亿美元。伯克希尔在持仓披露的公开文件中表示“有几笔投资的相关信息已经从13F文件中移除，并以保密的形式提交给了SEC进行申报”。 简单点说，就是巴菲特在三季度买了一些股票，但暂时还不想公开。巴菲特是少数进行过保密申报的投资大佬之一，并且近年来巴菲特很少进行这类操作。上次保密申报，还是在2015年大举加仓菲利普66（PSX）时。 听到这，您是否会惊呼“这都行？”没错，当SEC认为公开的交易信息会大幅影响股票价格，致使该投资者无法完成其股权买入计划时，会同意投资者递交的保密申请，以确保该投资者的买入计划顺利完成。毕竟，巴菲特的影响实在太大，在买入计划完成前就公开交易意向，势必会提高买入成本。精明的巴老也因此向大众选择了“隐瞒”，待买入计划完成后悉数公开。 80亿美元对于身价千亿的巴菲特来说并不是个大数目，不过足以影响某一支或几只股票的价格走势。因此这一“神秘仓位”已经公布，就引来投资者们的无尽猜测。 那被巴老“藏在怀中”的股票究竟","text":"本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 股神巴菲特更新持仓了！根据价值大师网大师仓位功能的最新数据显示，截至2020年四季度，巴菲特名下的伯克希尔公司共持有47支股票，持仓总市值为2700亿美元。“新开仓”3支股票，增持6支股票，减持6支股票，并对5支股票进行了清仓处理。截至2020年12月31日，该基金前五大持仓占其总市值的74.05%，仓位非常集中。 细心的读者会问，为何新开仓的3支股票要带上引号，这三支股票又是哪几家公司呢？严格上说，巴菲特并没有在2020年四季度开设新的仓位，而是早在三季度就已经买入了这三家公司。 让我们把时间拨回三个月前，伯克希尔·哈撒韦在2020年11月中旬向SEC披露了其第三季度的持仓信息，持仓总市值约为2500亿美元；与此同时，伯克希尔也向SEC递交了一份对几笔已完成投资的保密申请，总价值约80亿美元。伯克希尔在持仓披露的公开文件中表示“有几笔投资的相关信息已经从13F文件中移除，并以保密的形式提交给了SEC进行申报”。 简单点说，就是巴菲特在三季度买了一些股票，但暂时还不想公开。巴菲特是少数进行过保密申报的投资大佬之一，并且近年来巴菲特很少进行这类操作。上次保密申报，还是在2015年大举加仓菲利普66（PSX）时。 听到这，您是否会惊呼“这都行？”没错，当SEC认为公开的交易信息会大幅影响股票价格，致使该投资者无法完成其股权买入计划时，会同意投资者递交的保密申请，以确保该投资者的买入计划顺利完成。毕竟，巴菲特的影响实在太大，在买入计划完成前就公开交易意向，势必会提高买入成本。精明的巴老也因此向大众选择了“隐瞒”，待买入计划完成后悉数公开。 80亿美元对于身价千亿的巴菲特来说并不是个大数目，不过足以影响某一支或几只股票的价格走势。因此这一“神秘仓位”已经公布，就引来投资者们的无尽猜测。 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在这一天，将有新一批个股被纳入港股通，而复盘历史行情，纳入港股通=股价暴涨时！ 根据光大证券的统计，预计将有29支个股将迎来良机： 由于个股标的较多，纳入港股通也并非灵丹妙药、每支个股都能实现腾飞，因此，优中选优才更具投资价值。 根据以往纳入港股通的表现，我的关注重点在于次新股（上市一年内新股），主要原因是港交所每半年会调整一次港股通名单，上市超过一年的旧股，如果是当下时点纳入，必然市值规模过小，小即意味着缺陷，关注的意义不大。 因此，本文将复盘最近2次港股通调整后次新股表现，总结出几点规律，以便能抓住本轮调整带来的投资良机。 一、纳入港股通=股价暴涨？ 先来解释下为什么个股被纳入港股通=股价暴涨之时。 港股通指的是通过A股账户来买入香港上市的股票，不受5万美元的外汇金额限制！ 对于大部分投资者来说，虽然当下开通港股账户并不困难，但受到每人5万美元外汇额度的限制，很多大资金出入并不方便。 港股通则很好的解决了这个问题，部分机构投资者也会通过此方式大举买入，因此，纳入港股通首日，股价往往会发生暴动，如去年9月7日纳入的次新股九毛九、海吉亚医疗、建业新生活等个股在当日皆出现股价异动： 除了首日暴动，部分优秀个股更是从纳入港股通之后开启暴涨之路，如九毛九从纳入至今涨幅达到115%、移卡99%、永升生活服务42%！ 除了暴涨的股，也有些次新股出现明显下跌，如建业新生活大跌24%、康基医疗下跌45.7%，因此，纳入港股通首日，尤其是开盘前1小时，股价出现暴动概率较高，但港股通并非灵丹妙药，质地不够硬的股只能短暂续命。 那，哪些个股的胜率更高呢？复盘历史，我发现有几个特征。 二、市值200亿和优秀质地 价格是最有效的筛选器，市值越大，往往意味着是行业龙头，在估值上，即使身处同一行业，但规模小就等于估值低，比如物业股，龙头物业碧桂园服务可以拿到","listText":"2021年3月8日，有一批股票将发生暴动！ 在这一天，将有新一批个股被纳入港股通，而复盘历史行情，纳入港股通=股价暴涨时！ 根据光大证券的统计，预计将有29支个股将迎来良机： 由于个股标的较多，纳入港股通也并非灵丹妙药、每支个股都能实现腾飞，因此，优中选优才更具投资价值。 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