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弥弗拉丁
2021-08-10
这篇文章不错，转发给大家看看
@旭阳特别帅:22万美金复盘
弥弗拉丁
2021-05-14
大佬的思维呈发散的
抱歉，原内容已删除
弥弗拉丁
2021-05-13
通胀，市场中绕不开的风浪，泥沙俱下
抱歉，原内容已删除
弥弗拉丁
2021-05-10
为啥还一直横盘
抱歉，原内容已删除
弥弗拉丁
2021-05-07
长期投资指数基金，获取持续稳定收益，投资个股，学会分析市场基本面和技术面，做好资产配置
抱歉，原内容已删除
弥弗拉丁
2021-05-02
值得收藏👍
@一天一视界:玩美股，你不知道这些辅助工具，那就太不合格了。
弥弗拉丁
2021-04-30
果粉收藏
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弥弗拉丁
2021-04-29
这篇文章不错，转发给大家看看
抱歉，原内容已删除
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有这么一句话说得很到位：钱乃身外之物。--你越是看重，就越会得不到。你只有放开了一切心理负担去做这件事情，这个世界才会给予你想要的东西。这有点哲学的味道了。人生不就是不断去体悟吗？但一个停止脚步的人会有人生经验的增长吗？白走一遭的人生，笔者是万不想过的，去做，去看，去参悟，去成长，不因自己的年龄而对自己加以限制，去追逐自由--笔者打算出国留学了。 2021年7月23日，2万美金翻了11倍，卖掉后，笔者出了16万美金，至此个人资产超过了200多万RMB。你不用羡慕我，为了今天我付出了很多努力，17年开始做这个也有4年了，期间阅读过的书数不清；为了保持充沛的精力，跑步、锻炼，雷打不断的；最重要的是克服心理压力，亏损过半怎么办？没信心了怎么办？耐心不够感到焦虑怎么办？难的是这个。 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target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 最近经常有小伙伴问我，想炒美股，但除了买那些耳熟能详的公司，其他美股个股根本不敢碰，询问原因，原来如此：一是找不到第一手的资料，基本是依靠新闻媒体和券商的信息聚合；二是关于官方信息不知道在哪里去找；三是处于大洋彼岸，公司实际情况未知，了解太少；最后还有一个是语言方面的障碍。 针对上面的问题，我把自己常用的获取信息的网站，分享给大家，希望能够对你有所帮助。 一、美国金融机构网站： 美股证监会：https://www.sec.gov证券投资者保护协会：https://www.sipc.org 美国金融业监管局FINRA：https://www.finra.org美联储：https://www.federalreserve.gov二、美股评级机构网站查询：Finviz：https://finviz.com/分析师股票评级网站：https://www.tipranks.com/专业研报社区Seeking alpha：https://seekingalpha.com/三、美股中文论坛：雪。球：https://**.com/美股之家：https://www.mg21.com/四、美股中文资讯：华尔街见闻：https://wallstreetcn.com/新浪美股：https://finance.sina.com.cn/stock/usstock/智通财经：https://www.zhitongcaijing.com/格隆汇：https://www.gelonghui.com/ 五、美股财报公布查询：新","listText":"大家好，我是苏无轼。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 最近经常有小伙伴问我，想炒美股，但除了买那些耳熟能详的公司，其他美股个股根本不敢碰，询问原因，原来如此：一是找不到第一手的资料，基本是依靠新闻媒体和券商的信息聚合；二是关于官方信息不知道在哪里去找；三是处于大洋彼岸，公司实际情况未知，了解太少；最后还有一个是语言方面的障碍。 针对上面的问题，我把自己常用的获取信息的网站，分享给大家，希望能够对你有所帮助。 一、美国金融机构网站： 美股证监会：https://www.sec.gov证券投资者保护协会：https://www.sipc.org 美国金融业监管局FINRA：https://www.finra.org美联储：https://www.federalreserve.gov二、美股评级机构网站查询：Finviz：https://finviz.com/分析师股票评级网站：https://www.tipranks.com/专业研报社区Seeking alpha：https://seekingalpha.com/三、美股中文论坛：雪。球：https://**.com/美股之家：https://www.mg21.com/四、美股中文资讯：华尔街见闻：https://wallstreetcn.com/新浪美股：https://finance.sina.com.cn/stock/usstock/智通财经：https://www.zhitongcaijing.com/格隆汇：https://www.gelonghui.com/ 五、美股财报公布查询：新","text":"大家好，我是苏无轼。$特斯拉(TSLA)$ $苹果(AAPL)$ 最近经常有小伙伴问我，想炒美股，但除了买那些耳熟能详的公司，其他美股个股根本不敢碰，询问原因，原来如此：一是找不到第一手的资料，基本是依靠新闻媒体和券商的信息聚合；二是关于官方信息不知道在哪里去找；三是处于大洋彼岸，公司实际情况未知，了解太少；最后还有一个是语言方面的障碍。 针对上面的问题，我把自己常用的获取信息的网站，分享给大家，希望能够对你有所帮助。 一、美国金融机构网站： 美股证监会：https://www.sec.gov证券投资者保护协会：https://www.sipc.org 美国金融业监管局FINRA：https://www.finra.org美联储：https://www.federalreserve.gov二、美股评级机构网站查询：Finviz：https://finviz.com/分析师股票评级网站：https://www.tipranks.com/专业研报社区Seeking alpha：https://seekingalpha.com/三、美股中文论坛：雪。球：https://**.com/美股之家：https://www.mg21.com/四、美股中文资讯：华尔街见闻：https://wallstreetcn.com/新浪美股：https://finance.sina.com.cn/stock/usstock/智通财经：https://www.zhitongcaijing.com/格隆汇：https://www.gelonghui.com/ 五、美股财报公布查询：新","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101016128","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103187944,"gmtCreate":1619756660988,"gmtModify":1619756660988,"author":{"id":"3573468599634170","authorId":"3573468599634170","name":"弥弗拉丁","avatar":"https://static.tigerbbs.com/0547ab2a757758cde7cbfaf3d5a2f8a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"果粉收藏","listText":"果粉收藏","text":"果粉收藏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103187944","repostId":"1114647502","repostType":2,"isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109464174,"gmtCreate":1619711038998,"gmtModify":1619711038998,"author":{"id":"3573468599634170","authorId":"3573468599634170","name":"弥弗拉丁","avatar":"https://static.tigerbbs.com/0547ab2a757758cde7cbfaf3d5a2f8a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109464174","repostId":"2131384995","repostType":2,"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":103187944,"gmtCreate":1619756660988,"gmtModify":1619756660988,"author":{"id":"3573468599634170","authorId":"3573468599634170","name":"弥弗拉丁","avatar":"https://static.tigerbbs.com/0547ab2a757758cde7cbfaf3d5a2f8a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"果粉收藏","listText":"果粉收藏","text":"果粉收藏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103187944","repostId":"1114647502","repostType":2,"isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109464174,"gmtCreate":1619711038998,"gmtModify":1619711038998,"author":{"id":"3573468599634170","authorId":"3573468599634170","name":"弥弗拉丁","avatar":"https://static.tigerbbs.com/0547ab2a757758cde7cbfaf3d5a2f8a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109464174","repostId":"2131384995","repostType":2,"repost":{"id":"2131384995","pubTimestamp":1619706935,"share":"https://www.laohu8.com/m/news/2131384995?lang=&edition=full","pubTime":"2021-04-29 22:35","market":"us","language":"en","title":"10 Best Undervalued Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2131384995","media":"Insider Monkey","summary":"In this article we will take a look at the 10 best undervalued stocks to buy now. You can skip our c","content":"<html><body><p>In this article we will take a look at the 10 best undervalued stocks to buy now. You can skip our comprehensive analysis of these companies and go directly to the<strong> 5 Best Undervalued Stocks to Buy Now.</strong></p>\n<p><span>The stock market has witnessed a whole year of turmoil that has resulted in increased interest around value stocks which offer investors a safety cushion in an era of soaring valuations and social media speculation around growth stocks. However, there is even greater value to be had in undervalued stocks. As coronavirus restrictions ease, several industries are reopening and have significant upside potential, and their stocks are still not trading at premium prices because of the battering business took in the past twelve months due to COVID-19. </span></p>\n<p><span>A few good indicators for highlighting undervalued stocks are low share prices, a decent price-to-earning ratio, and a high percentage of growth in the earnings-per-share value. Several sectors of the economy fit the description, including banks, mining firms, construction companies, and retail brands that stand to benefit from increased social activity as the vaccine rollout allows for the return of people to public spaces. Even among these sectors, companies which outperform peers are the best bets. </span></p>\n<h2>How to Spot Undervalued Stocks?</h2>\n<p>There is also a lot of debate around major growth stocks being overvalued. While some say growth titans like Tesla Inc (NASDAQ: TSLA) and Coinbase Global Inc (NASDAQ: COIN) are overvalued, famous investors like Cathie Wood and Chamath Palihapitiya vehemently believe that companies with strong products have a lot of room to run. Billionaire Chamath Palihapitiya of Social Capital believes that people who think Tesla is overvalued don’t quite understand the company’s business model. According to Palihapitiya, Tesla Inc (NASDAQ: TSLA) is no longer just a car company as it has made inroads in the utilities business and is allowing people to be “energy independent.” Similarly, famous hedge fund manager Cathie Wood, who has a $3 billion stake in Tesla Inc (NASDAQ: TSLA) , believes that the EV maker’s stock price could reach $3000.</p>\n<p>Coinbase Global Inc (NASDAQ: COIN), which recently went public and has a market cap of $60 billion, is also raising some valuation concerns. Investor Peter Cohan recently said that Coinbase is overvalued. CNBC’s Jim Cramer recently recommended buying the stock but warned that it could be a bumpy ride for those who cannot stomach short-term volatility. Cramer said that <a href=\"https://laohu8.com/S/AONE\">one</a> of his “biggest fears” about Coinbase Global Inc (NASDAQ: COIN) stems from the “growth stock glut” in the market.</p>\n<blockquote>\n<p>“Just too many of these things, especially in tech.”</p>\n</blockquote>\n<p><span>Nucor Corporation (NYSE: </span><span>NUE</span><span>), an American steel manufacturer, has a price-to-earning ratio of 15 and is presently trading at well below peak value since there are lingering uncertainties about production delays due to supply chain issues. However, Nucor Corporation has navigated the problems well by increasing prices and registered a 25% increase in revenue in the first quarter of 2021 compared to the same period last year. It also posted earnings-per-share of $3.1 in line with past projections earlier this month.</span></p>\n<p><span><a href=\"https://laohu8.com/S/ISM\">SLM Corporation</a> (NYSE: </span><span>SLM</span><span>), a banking company in Delaware, has also outshone peers with share price rising by 14% in the past four weeks. The bank has also posted positive quarterly results, beating analyst estimates for earnings-per-share by over 50%. <a href=\"https://laohu8.com/S/JSM\">SLM Corporation</a> also reported $399 million in gains from $3.1 billion in student loan sales in the first three months of 2021. However, although it was positive across most other indicators, it fell short on net interest income, which decreased 17% year-on-year to $331 million. </span></p>\n<p><span>FirstEnergy Corp. (NYSE: </span><span>FE</span><span>), an electric utility headquartered in Ohio, has performed remarkably well considering it is fighting not only the pandemic but also a court case related to bribery. On April 23, the firm announced that it was in talks with the US government to reach a settlement in the matter. The price-to-earnings ratio for the firm reads an impressive 15 and the share price has been on a consistently upward trajectory over the past three months. Earlier in April, FirstEnergy Corp. posted an EPS of $0.69, beating estimates by $0.02.</span></p>\n<p><span>Even though these undervalued stocks have gained on value and growth stocks over the past few months, they still have a long way to go before they start offering investors the sort of returns they might expect from higher-risk options. However, they also offer great long-term value, especially as new technology disrupts most other industries and fuels volatility in price that leaves even market experts scratching their heads. Even sound financial institutions, including hedge funds, have not been able to shield themselves from the chaos. </span></p>\n<p><span>The entire hedge fund industry is feeling the reverberations of the changing financial landscape. Its reputation has been tarnished in the last decade, during which its hedged returns couldn’t keep up with the unhedged returns of the market indices. On the other hand, Insider Monkey’s research was able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by more than 124 percentage points since March 2017. Between March 2017 and February 26th 2021 our monthly newsletter’s stock picks returned 197.2%, vs. 72.4% for the SPY. Our stock picks outperformed the market by more than 124 percentage points (see the details here). We were also able to identify in advance a select group of hedge fund holdings that significantly underperformed the market. We have been tracking and sharing the list of these stocks since February 2017 and they lost 13% through November 16th. That’s why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to. You can subscribe to our free newsletter on our homepage to receive our stories in your inbox.</span></p>\n<img height=\"499\" src=\"https://s1.yimg.com/uu/api/res/1.2/KnwyLTdrd0TQDU77C.yWRg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/2d3c606e5b3caa23f763274308258895\" width=\"750\"/> Phongphan/Shutterstock.com \n<p><span>With this context in mind, here is our list of the 10 best undervalued stocks to buy now. The stocks have been ranked mostly keeping in mind their price-to-earning ratio and the percentage gain in their earning per share values over the past few months. </span></p>\n<h2>Best Undervalued Stocks to Buy Now</h2>\n<h3><strong>10. New York Community Bancorp, Inc. (NYSE: NYCB)</strong></h3>\n<p><em><strong>Number of Hedge Fund Holders: 25</strong></em></p>\n<strong>PE Ratio: 11.1</strong>\n<p><span>New York Community Bancorp, Inc. (NYSE: NYCB) is a Westbury-based banking firm. It was founded in 1859 and is placed tenth on our list of 10 best best undervalued stocks to buy now. The bank has a market cap of more than $5 billion and posted more than $1 billion in annual revenue in 2020. The bank has more than 200 branches spread over New York, New Jersey, Ohio, Florida, and Arizona.</span></p>\n<p><span>On April 20, investment advisory CFRA upgraded the rating of New York Community Bancorp, Inc. (NYSE: NYCB) stock to Buy from Hold. The investment advisory said the upgrade was related to a recent announcement made by the banking firm to acquire Michigan-based Flagstar Bank as part of an effort to diversify operations.</span></p>\n<p><span>At the end of the fourth quarter of 2020, 25 hedge funds in the database of Insider Monkey held stakes worth $244 million in the firm, down from 28 in the preceding quarter worth $218 million. </span></p>\n<h3><strong>9. <a href=\"https://laohu8.com/S/KEY\">KeyCorp</a> (NYSE: KEY)</strong></h3>\n<p><em><strong>Number of Hedge Fund Holders: 29</strong></em></p>\n<strong>PE Ratio: 12.1</strong>\n<p><span>KeyCorp (NYSE: KEY) is a Cleveland-based banking company. The firm is the 25th largest bank in the US and the only major <a href=\"https://laohu8.com/S/AONE.U\">one</a> based in Cleveland. The services it offers include deposits, investment and personal finance, as well as student loan refinancing and mortgages. The bank has more than 1,000 branches and 1,400 ATMs in several different US states. It was founded in 1849 and is ninth on our list of 10 best undervalued stocks to buy now. </span></p>\n<p><span>KeyCorp (NYSE: KEY) announced on April 20 that its earnings-per-share of 61 cents had beaten estimates by 13 cents in the first three months of 2021, and were well ahead of the 12 cents posted in the first quarter last year. </span></p>\n<p><span>Out of the hedge funds being tracked by Insider Monkey, Boston-based investment firm </span><span>Adage Capital Management</span><span> is a leading shareholder in the firm with 4.2 million shares worth more than $69 million. </span></p>\n<h3><strong>8. Kinross Gold Corporation (NYSE: KGC)</strong></h3>\n<p><em><strong>Number of Hedge Fund Holders: 36</strong></em></p>\n<strong>PE Ratio: 6.8</strong>\n<p><span>Kinross Gold Corporation (NYSE: KGC) is a Canada-based gold and silver mining firm. It was founded in 1993 and is placed eighth on our list of 10 best undervalued stocks to buy now. It has operations in the US, Russia, Chile, Brazil, and other countries. The firm has more than 79 million ounces of proven and probable gold and silver deposits under its control. The company is often called one of the top ten gold mining firms in the world. </span></p>\n<p><span>On March 10, Bank of American gave Kinross Gold Corporation (NYSE: KGC) stock a Buy rating and called the firm undervalued in relation to peers despite a strong growth output forecast till 2023. The firm has a market cap of over $9 billion. </span></p>\n<p><span>At the end of the fourth quarter of 2020, 36 hedge funds in the database of Insider Monkey held stakes worth $694 million in the firm, up from 29 in the preceding quarter worth $799 million. </span></p>\n<h3><strong>7. Gold Fields Limited (NYSE: GFI)</strong></h3>\n<p><em><strong>Number of Hedge Fund Holders: 15</strong></em></p>\n<strong>PE Ratio: 11.8</strong>\n<p><span>Gold Fields Limited (NYSE: GFI) is a South Africa-based gold mining firm. It has mining stakes in Chile, South Africa, Ghana, Australia, and Peru. Gold Fields has significant interests in the exploration of copper as well, which is used in many different electronic appliances. The firm operates 9 mines producing almost 2.24 million ounces of gold. It also has gold reserves of 52.1 million ounces. The company is ranked seventh on our list of 10 best undervalued stocks to buy now. </span></p>\n<p><span>In February, Gold Fields Limited (NYSE: GFI) announced that South African authorities had granted the firm permission to build a solar power plant for mining operations in the country. The firm had previously been vocal about decreasing reliance on Eskom, a South African electric utility, whose unreliable power systems have hurt production for Fields in the past. </span></p>\n<p><span>Out of the hedge funds being tracked by Insider Monkey, New York-based investment firm </span><span>Renaissance Technologies</span><span> is a leading shareholder in the firm with 13.4 million shares worth more than $124 million. </span></p>\n<h3><strong>6. <a href=\"https://laohu8.com/S/EBAY\">eBay</a> Inc. (NASDAQ: EBAY)</strong></h3>\n<p><em><strong>Number of Hedge Fund Holders: 53</strong></em></p>\n<strong>PE Ratio: 7.9</strong>\n<p><span>eBay Inc. (NASDAQ: EBAY) is a San Jose-based e-commerce firm. It operates a website that facilitates deals between sellers and buyers. The firm was founded in 1995 and is placed sixth on our list of 10 best undervalued stocks to buy now. The company has a mobile application for users as well to complement the main website. Retailers, distributors, liquidators, and import and export companies, among others, use the platform to conduct business. </span></p>\n<p><span>eBay Inc. (NASDAQ: EBAY) has a market cap of over $43 billion and posted annual revenue of around $10 billion in 2020. In July 2020, the company announced that it would sell a classified advertisements business to Norwegian firm Adventia for more than $2.5 billion to acquire a stake in the company in return. The deal is still awaiting regulatory approval. </span></p>\n<p><span>At the end of the fourth quarter of 2020, 53 hedge funds in the database of Insider Monkey held stakes worth $4 billion in the firm, up from 50 in the preceding quarter worth $4.8 billion.</span></p>\n<p>In their Q4 2020 investor letter, Steel City Capital highlighted a few stocks and eBay Inc (NASDAQ:EBAY) is one of them. Here is what Steel City Capital said:</p>\n<blockquote>\n<p>\"eBay (Long): EBAY continues to be a core holding in the Partnership’s long book despite not having any “sexy” attributes or unknown catalysts. I like EBAY because it checks the boxes of being both capital light and priced as a value stock (low multiple of free cash flow), factors which are attractive in a potentially inflationary environment.</p>\n<p>In 3Q’20 the company printed $2.6 billion of revenue vs. guidance of $2.4 billion (a $200 million beat) while full year revenue guidance was taken up by $400 million, implying 4Q’20 would be higher by $200 million as well. Free cash flow from continuing ops was guided to $2.3 billion for the full year, slightly above the $2.0 billion the business regularly generated before getting a Covid/stimulus related boost.</p>\n<p>EBAY will have about $4.6 billion of cash on hand at year end5 and should receive another $2.0 billion in after-tax proceeds this quarter related to the sale of its Classifieds portfolio6 . Additionally, the company will receive 540 million shares from Adevinta which are currently valued at ~$8.3 billion, and also holds a warrant to purchase a 5.0% stake in payment processor Adyen which was last valued at ~$775 million. Additional asset sales are also not out of the question7 . Backing everything out at today’s market cap of $38.2 billion gives a clean market cap for the core marketplace of $22.6 billion. At a minimum, I expect $2.0 billion of free cash flow in FY’21, with the potential for a higher figure to the extent the incoming administration is successful in cutting additional stimulus checks. By FY’22, free cash flow should ramp to $2.3 billion after incorporating a full year’s contribution from the managed payments initiative. This values EBAY at 9.6x free cash flow, or 11.7x excluding stock-based comp.”</p>\n</blockquote>\n<p><strong>Click to continue reading and see 5 Best Undervalued Stocks to Buy Now.</strong></p>\n<p>Suggested articles:</p>\n<ul>\n<li><strong>Top 10 High Growth Stocks To Buy in 2021</strong></li>\n<li><strong>10 Best Rebound Stocks to Buy Now</strong></li>\n<li><strong>Top 10 Undervalued Tech Stocks</strong></li>\n</ul>\n<p>Disclosure: None. <strong>10 Best Undervalued Stocks to Buy Now </strong>is originally published on Insider Monkey.</p></body></html>","source":"yahoofinance","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>10 Best Undervalued Stocks to Buy Now</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\">\n10 Best Undervalued Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 22:35 GMT+8 <a href=https://finance.yahoo.com/news/10-best-undervalued-stocks-buy-143535206.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this article we will take a look at the 10 best undervalued stocks to buy now. You can skip our comprehensive analysis of these companies and go directly to the 5 Best Undervalued Stocks to Buy Now...</p>\n\n<a href=\"https://finance.yahoo.com/news/10-best-undervalued-stocks-buy-143535206.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/.fD9mR0Om6Wb4Br9VpEV7w--~B/aD00OTk7dz03NTA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/VrrMUkO9FydkscbuW.zKLA--~B/aD00OTk7dz03NTA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/2d3c606e5b3caa23f763274308258895","relate_stocks":{"NYCB":"纽约社区银行","KGC":"金罗斯黄金","EBAY":"eBay","TSLA":"特斯拉","FE":"第一能源公司","COIN":"Coinbase Global, Inc.","KEY":"KeyCorp","NUE":"纽柯钢铁"},"source_url":"https://finance.yahoo.com/news/10-best-undervalued-stocks-buy-143535206.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2131384995","content_text":"In this article we will take a look at the 10 best undervalued stocks to buy now. You can skip our comprehensive analysis of these companies and go directly to the 5 Best Undervalued Stocks to Buy Now.\nThe stock market has witnessed a whole year of turmoil that has resulted in increased interest around value stocks which offer investors a safety cushion in an era of soaring valuations and social media speculation around growth stocks. However, there is even greater value to be had in undervalued stocks. As coronavirus restrictions ease, several industries are reopening and have significant upside potential, and their stocks are still not trading at premium prices because of the battering business took in the past twelve months due to COVID-19. \nA few good indicators for highlighting undervalued stocks are low share prices, a decent price-to-earning ratio, and a high percentage of growth in the earnings-per-share value. Several sectors of the economy fit the description, including banks, mining firms, construction companies, and retail brands that stand to benefit from increased social activity as the vaccine rollout allows for the return of people to public spaces. Even among these sectors, companies which outperform peers are the best bets. \nHow to Spot Undervalued Stocks?\nThere is also a lot of debate around major growth stocks being overvalued. While some say growth titans like Tesla Inc (NASDAQ: TSLA) and Coinbase Global Inc (NASDAQ: COIN) are overvalued, famous investors like Cathie Wood and Chamath Palihapitiya vehemently believe that companies with strong products have a lot of room to run. Billionaire Chamath Palihapitiya of Social Capital believes that people who think Tesla is overvalued don’t quite understand the company’s business model. According to Palihapitiya, Tesla Inc (NASDAQ: TSLA) is no longer just a car company as it has made inroads in the utilities business and is allowing people to be “energy independent.” Similarly, famous hedge fund manager Cathie Wood, who has a $3 billion stake in Tesla Inc (NASDAQ: TSLA) , believes that the EV maker’s stock price could reach $3000.\nCoinbase Global Inc (NASDAQ: COIN), which recently went public and has a market cap of $60 billion, is also raising some valuation concerns. Investor Peter Cohan recently said that Coinbase is overvalued. CNBC’s Jim Cramer recently recommended buying the stock but warned that it could be a bumpy ride for those who cannot stomach short-term volatility. Cramer said that one of his “biggest fears” about Coinbase Global Inc (NASDAQ: COIN) stems from the “growth stock glut” in the market.\n\n“Just too many of these things, especially in tech.”\n\nNucor Corporation (NYSE: NUE), an American steel manufacturer, has a price-to-earning ratio of 15 and is presently trading at well below peak value since there are lingering uncertainties about production delays due to supply chain issues. However, Nucor Corporation has navigated the problems well by increasing prices and registered a 25% increase in revenue in the first quarter of 2021 compared to the same period last year. It also posted earnings-per-share of $3.1 in line with past projections earlier this month.\nSLM Corporation (NYSE: SLM), a banking company in Delaware, has also outshone peers with share price rising by 14% in the past four weeks. The bank has also posted positive quarterly results, beating analyst estimates for earnings-per-share by over 50%. SLM Corporation also reported $399 million in gains from $3.1 billion in student loan sales in the first three months of 2021. However, although it was positive across most other indicators, it fell short on net interest income, which decreased 17% year-on-year to $331 million. \nFirstEnergy Corp. (NYSE: FE), an electric utility headquartered in Ohio, has performed remarkably well considering it is fighting not only the pandemic but also a court case related to bribery. On April 23, the firm announced that it was in talks with the US government to reach a settlement in the matter. The price-to-earnings ratio for the firm reads an impressive 15 and the share price has been on a consistently upward trajectory over the past three months. Earlier in April, FirstEnergy Corp. posted an EPS of $0.69, beating estimates by $0.02.\nEven though these undervalued stocks have gained on value and growth stocks over the past few months, they still have a long way to go before they start offering investors the sort of returns they might expect from higher-risk options. However, they also offer great long-term value, especially as new technology disrupts most other industries and fuels volatility in price that leaves even market experts scratching their heads. Even sound financial institutions, including hedge funds, have not been able to shield themselves from the chaos. \nThe entire hedge fund industry is feeling the reverberations of the changing financial landscape. Its reputation has been tarnished in the last decade, during which its hedged returns couldn’t keep up with the unhedged returns of the market indices. On the other hand, Insider Monkey’s research was able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by more than 124 percentage points since March 2017. Between March 2017 and February 26th 2021 our monthly newsletter’s stock picks returned 197.2%, vs. 72.4% for the SPY. Our stock picks outperformed the market by more than 124 percentage points (see the details here). We were also able to identify in advance a select group of hedge fund holdings that significantly underperformed the market. We have been tracking and sharing the list of these stocks since February 2017 and they lost 13% through November 16th. That’s why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to. You can subscribe to our free newsletter on our homepage to receive our stories in your inbox.\n Phongphan/Shutterstock.com \nWith this context in mind, here is our list of the 10 best undervalued stocks to buy now. The stocks have been ranked mostly keeping in mind their price-to-earning ratio and the percentage gain in their earning per share values over the past few months. \nBest Undervalued Stocks to Buy Now\n10. New York Community Bancorp, Inc. (NYSE: NYCB)\nNumber of Hedge Fund Holders: 25\nPE Ratio: 11.1\nNew York Community Bancorp, Inc. (NYSE: NYCB) is a Westbury-based banking firm. It was founded in 1859 and is placed tenth on our list of 10 best best undervalued stocks to buy now. The bank has a market cap of more than $5 billion and posted more than $1 billion in annual revenue in 2020. The bank has more than 200 branches spread over New York, New Jersey, Ohio, Florida, and Arizona.\nOn April 20, investment advisory CFRA upgraded the rating of New York Community Bancorp, Inc. (NYSE: NYCB) stock to Buy from Hold. The investment advisory said the upgrade was related to a recent announcement made by the banking firm to acquire Michigan-based Flagstar Bank as part of an effort to diversify operations.\nAt the end of the fourth quarter of 2020, 25 hedge funds in the database of Insider Monkey held stakes worth $244 million in the firm, down from 28 in the preceding quarter worth $218 million. \n9. KeyCorp (NYSE: KEY)\nNumber of Hedge Fund Holders: 29\nPE Ratio: 12.1\nKeyCorp (NYSE: KEY) is a Cleveland-based banking company. The firm is the 25th largest bank in the US and the only major one based in Cleveland. The services it offers include deposits, investment and personal finance, as well as student loan refinancing and mortgages. The bank has more than 1,000 branches and 1,400 ATMs in several different US states. It was founded in 1849 and is ninth on our list of 10 best undervalued stocks to buy now. \nKeyCorp (NYSE: KEY) announced on April 20 that its earnings-per-share of 61 cents had beaten estimates by 13 cents in the first three months of 2021, and were well ahead of the 12 cents posted in the first quarter last year. \nOut of the hedge funds being tracked by Insider Monkey, Boston-based investment firm Adage Capital Management is a leading shareholder in the firm with 4.2 million shares worth more than $69 million. \n8. Kinross Gold Corporation (NYSE: KGC)\nNumber of Hedge Fund Holders: 36\nPE Ratio: 6.8\nKinross Gold Corporation (NYSE: KGC) is a Canada-based gold and silver mining firm. It was founded in 1993 and is placed eighth on our list of 10 best undervalued stocks to buy now. It has operations in the US, Russia, Chile, Brazil, and other countries. The firm has more than 79 million ounces of proven and probable gold and silver deposits under its control. The company is often called one of the top ten gold mining firms in the world. \nOn March 10, Bank of American gave Kinross Gold Corporation (NYSE: KGC) stock a Buy rating and called the firm undervalued in relation to peers despite a strong growth output forecast till 2023. The firm has a market cap of over $9 billion. \nAt the end of the fourth quarter of 2020, 36 hedge funds in the database of Insider Monkey held stakes worth $694 million in the firm, up from 29 in the preceding quarter worth $799 million. \n7. Gold Fields Limited (NYSE: GFI)\nNumber of Hedge Fund Holders: 15\nPE Ratio: 11.8\nGold Fields Limited (NYSE: GFI) is a South Africa-based gold mining firm. It has mining stakes in Chile, South Africa, Ghana, Australia, and Peru. Gold Fields has significant interests in the exploration of copper as well, which is used in many different electronic appliances. The firm operates 9 mines producing almost 2.24 million ounces of gold. It also has gold reserves of 52.1 million ounces. The company is ranked seventh on our list of 10 best undervalued stocks to buy now. \nIn February, Gold Fields Limited (NYSE: GFI) announced that South African authorities had granted the firm permission to build a solar power plant for mining operations in the country. The firm had previously been vocal about decreasing reliance on Eskom, a South African electric utility, whose unreliable power systems have hurt production for Fields in the past. \nOut of the hedge funds being tracked by Insider Monkey, New York-based investment firm Renaissance Technologies is a leading shareholder in the firm with 13.4 million shares worth more than $124 million. \n6. eBay Inc. (NASDAQ: EBAY)\nNumber of Hedge Fund Holders: 53\nPE Ratio: 7.9\neBay Inc. (NASDAQ: EBAY) is a San Jose-based e-commerce firm. It operates a website that facilitates deals between sellers and buyers. The firm was founded in 1995 and is placed sixth on our list of 10 best undervalued stocks to buy now. The company has a mobile application for users as well to complement the main website. Retailers, distributors, liquidators, and import and export companies, among others, use the platform to conduct business. \neBay Inc. (NASDAQ: EBAY) has a market cap of over $43 billion and posted annual revenue of around $10 billion in 2020. In July 2020, the company announced that it would sell a classified advertisements business to Norwegian firm Adventia for more than $2.5 billion to acquire a stake in the company in return. The deal is still awaiting regulatory approval. \nAt the end of the fourth quarter of 2020, 53 hedge funds in the database of Insider Monkey held stakes worth $4 billion in the firm, up from 50 in the preceding quarter worth $4.8 billion.\nIn their Q4 2020 investor letter, Steel City Capital highlighted a few stocks and eBay Inc (NASDAQ:EBAY) is one of them. Here is what Steel City Capital said:\n\n\"eBay (Long): EBAY continues to be a core holding in the Partnership’s long book despite not having any “sexy” attributes or unknown catalysts. I like EBAY because it checks the boxes of being both capital light and priced as a value stock (low multiple of free cash flow), factors which are attractive in a potentially inflationary environment.\nIn 3Q’20 the company printed $2.6 billion of revenue vs. guidance of $2.4 billion (a $200 million beat) while full year revenue guidance was taken up by $400 million, implying 4Q’20 would be higher by $200 million as well. Free cash flow from continuing ops was guided to $2.3 billion for the full year, slightly above the $2.0 billion the business regularly generated before getting a Covid/stimulus related boost.\nEBAY will have about $4.6 billion of cash on hand at year end5 and should receive another $2.0 billion in after-tax proceeds this quarter related to the sale of its Classifieds portfolio6 . Additionally, the company will receive 540 million shares from Adevinta which are currently valued at ~$8.3 billion, and also holds a warrant to purchase a 5.0% stake in payment processor Adyen which was last valued at ~$775 million. Additional asset sales are also not out of the question7 . Backing everything out at today’s market cap of $38.2 billion gives a clean market cap for the core marketplace of $22.6 billion. At a minimum, I expect $2.0 billion of free cash flow in FY’21, with the potential for a higher figure to the extent the incoming administration is successful in cutting additional stimulus checks. By FY’22, free cash flow should ramp to $2.3 billion after incorporating a full year’s contribution from the managed payments initiative. This values EBAY at 9.6x free cash flow, or 11.7x excluding stock-based comp.”\n\nClick to continue reading and see 5 Best Undervalued Stocks to Buy Now.\nSuggested articles:\n\nTop 10 High Growth Stocks To Buy in 2021\n10 Best Rebound Stocks to Buy Now\nTop 10 Undervalued Tech Stocks\n\nDisclosure: None. 10 Best Undervalued Stocks to Buy Now is originally published on Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896248847,"gmtCreate":1628588077189,"gmtModify":1628588077189,"author":{"id":"3573468599634170","authorId":"3573468599634170","name":"弥弗拉丁","avatar":"https://static.tigerbbs.com/0547ab2a757758cde7cbfaf3d5a2f8a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896248847","repostId":"896675915","repostType":1,"repost":{"id":896675915,"gmtCreate":1628582250537,"gmtModify":1628585196459,"author":{"id":"3434046638438343","authorId":"3434046638438343","name":"旭阳特别帅","avatar":"https://static.laohu8.com/bbe12234effaffbb31106d837a04c53f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"22万美金复盘","htmlText":"….虎妞来找我要我发.本来想低调一点的…..那就发吧.大家主要看我买卖的操作，对你有用的话我会很高兴. 嗯，今年年初搞了16万刀以后，笔者又干到了22万刀。无疑的，我肯定得感谢这个美国资本市场，也得感谢美联储无限印钞，但更要感谢的是把握住机会的自己，多年来的认知积累能够在这个市场发挥出价值。我不敢肯定美国的超级大牛市能否持续下去，我只知道现在的行情应该是最好的时光，一个人的命运沉浮大部分和时代有关，假如这个人能够参悟其中的规律，加上超强的执行力，那么他应该能够变得富足。 不骄不躁，在适应了年初的命运转折后，笔者重新出发，抱着空杯心态，账户里剩下2万美金，继续前行。当然赚这个钱不光是赚钱，更是一种心理上的磨练。亏损过半是家常便饭，当然伴随而来的就是懊丧、后悔、自我贬低还有焦虑，这些心理难关都需要自己去克服和调节，最重要的是你还得晚上睡得着，不去关心资金的波动，总的来说就是心要大。 有这么一句话说得很到位：钱乃身外之物。--你越是看重，就越会得不到。你只有放开了一切心理负担去做这件事情，这个世界才会给予你想要的东西。这有点哲学的味道了。人生不就是不断去体悟吗？但一个停止脚步的人会有人生经验的增长吗？白走一遭的人生，笔者是万不想过的，去做，去看，去参悟，去成长，不因自己的年龄而对自己加以限制，去追逐自由--笔者打算出国留学了。 2021年7月23日，2万美金翻了11倍，卖掉后，笔者出了16万美金，至此个人资产超过了200多万RMB。你不用羡慕我，为了今天我付出了很多努力，17年开始做这个也有4年了，期间阅读过的书数不清；为了保持充沛的精力，跑步、锻炼，雷打不断的；最重要的是克服心理压力，亏损过半怎么办？没信心了怎么办？耐心不够感到焦虑怎么办？难的是这个。 当然也失去以及错过很多，比如之前存在P2P的钱其实够我去国外留学的，但我一直觉得钱还不够多，就存了进去。后面的事情就不说了","listText":"….虎妞来找我要我发.本来想低调一点的…..那就发吧.大家主要看我买卖的操作，对你有用的话我会很高兴. 嗯，今年年初搞了16万刀以后，笔者又干到了22万刀。无疑的，我肯定得感谢这个美国资本市场，也得感谢美联储无限印钞，但更要感谢的是把握住机会的自己，多年来的认知积累能够在这个市场发挥出价值。我不敢肯定美国的超级大牛市能否持续下去，我只知道现在的行情应该是最好的时光，一个人的命运沉浮大部分和时代有关，假如这个人能够参悟其中的规律，加上超强的执行力，那么他应该能够变得富足。 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有这么一句话说得很到位：钱乃身外之物。--你越是看重，就越会得不到。你只有放开了一切心理负担去做这件事情，这个世界才会给予你想要的东西。这有点哲学的味道了。人生不就是不断去体悟吗？但一个停止脚步的人会有人生经验的增长吗？白走一遭的人生，笔者是万不想过的，去做，去看，去参悟，去成长，不因自己的年龄而对自己加以限制，去追逐自由--笔者打算出国留学了。 2021年7月23日，2万美金翻了11倍，卖掉后，笔者出了16万美金，至此个人资产超过了200多万RMB。你不用羡慕我，为了今天我付出了很多努力，17年开始做这个也有4年了，期间阅读过的书数不清；为了保持充沛的精力，跑步、锻炼，雷打不断的；最重要的是克服心理压力，亏损过半怎么办？没信心了怎么办？耐心不够感到焦虑怎么办？难的是这个。 当然也失去以及错过很多，比如之前存在P2P的钱其实够我去国外留学的，但我一直觉得钱还不够多，就存了进去。后面的事情就不说了","images":[{"img":"https://static.tigerbbs.com/a68f187745617ca15270fb8298eee717","width":"2260","height":"1262"},{"img":"https://static.tigerbbs.com/95875bad174105c11635d60bbefa6bdf","width":"834","height":"818"},{"img":"https://static.tigerbbs.com/fa8d33aeb17a426531b66a68da09a188","width":"878","height":"686"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896675915","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":24,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196921665,"gmtCreate":1621006572157,"gmtModify":1621006572157,"author":{"id":"3573468599634170","authorId":"3573468599634170","name":"弥弗拉丁","avatar":"https://static.tigerbbs.com/0547ab2a757758cde7cbfaf3d5a2f8a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大佬的思维呈发散的","listText":"大佬的思维呈发散的","text":"大佬的思维呈发散的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196921665","repostId":"1187294472","repostType":4,"repost":{"id":"1187294472","pubTimestamp":1620994094,"share":"https://www.laohu8.com/m/news/1187294472?lang=&edition=full","pubTime":"2021-05-14 20:08","market":"us","language":"zh","title":"对冲基金巨头们开会了，多位大佬透露独家投资秘密","url":"https://stock-news.laohu8.com/highlight/detail?id=1187294472","media":"金十数据","summary":"Sohn会议成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。","content":"<p>Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。</p><p>该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助患有癌症或其他疾病的儿童。Sohn会议基金会已与CNBC和洛克菲勒大学建立合作。</p><p><b>在每年的对冲基金盛宴Sohn投资大会上，大佬们都会让与会者了解到他们的投资思维和选股方式。</b></p><p>本届投资大会在5月12日举行，本次会议可谓亮点多多，来自标准资本公司的硅谷风险投资家比尔•格利（Bill Gurley）谈论科技股，桥水基金的高管凯伦·卡尔尼奥尔 (Karen Karniol-Tambour）表示中国可能有当下最有效的多元化投资组合，另外绿光资本公司的大卫·埃因霍恩（David Einhorn）则谈到“新型石油”。</p><p>以下是向与会投资专家提出的一些问题。虽然以下言论仅代表基金大佬的个人观点，但通过他们的观点可以了解他们投资决策的过程。</p><p><img src=\"https://static.tigerbbs.com/7e9f3911b0de77f27113869c1068b6f6\" tg-width=\"400\" tg-height=\"280\" referrerpolicy=\"no-referrer\"></p><p><b>1，你对低利率推动成长型股票估值飙升有何看法？这种情况能持续下去吗？</b></p><p>基准资本的格利引用了最近科技股的抛售，他表示：</p><blockquote>“虽然人们以这种温水煮青蛙的方式承担风险，但这还是有用的，风险一旦发生将很快地得到降低。我认为我们最近已经看到了这一点。现在，市场一直在谈论利率接近于零，不管是在过去的这一年，还是在五、六年里，利率一直低于我们以前见过的任何水平。但是即使出现了抛售，一些股票的收益仍然很高。”</blockquote><p>格利还回答了投资策略的问题，<b>他表示要做多比特币、<a href=\"https://laohu8.com/S/UBER\">优步</a>和<a href=\"https://laohu8.com/S/FB\">Facebook</a>，而对于狗狗币、NFTs则选择做空。</b></p><p><b>2，如果你必须把钱投到<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Facebook、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>或谷歌这样的公司，而你在接下来的10年里都不能碰它，你会选哪一个?</b></p><p>D1 Capital创始人丹•桑德海姆（Dan Sundheim）表示:</p><blockquote>“商业模式的持久性可能是最重要的。这些公司都有相当持久的商业模式， <b>但亚马逊的持久性不是建立在技术上的</b>。亚马逊是一家物流公司，就像100年前的铁路公司和其他占主导地位的物流公司一样，未来50年，亚马逊的地位也很难被取代。”</blockquote><p><b>3，你认为明年表现最好的股票是什么?</b></p><p>Glenernie Capital的安德鲁·努内利（Andrew Nunneley）<b>提到了HelloFresh这家公司</b>，他认为这家公司是餐盒中的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。</p><blockquote>“这可能是我20年来见过的最好的商业模式，与其他公司不同的是，HelloFresh拥有整个价值链，因此更有效率，并且这家公司还大力投资创新。”</blockquote><p>格伦维优资本管理公司的拉里·罗宾认为<b>DXC科技公司、麦<a href=\"https://laohu8.com/S/300296\">利亚德</a>基因公司、<a href=\"https://laohu8.com/S/BKD\">布鲁克代尔高级护理</a>公司、麦克森公司和<a href=\"https://laohu8.com/S/WAG\">沃尔格林</a>联合博姿集团是被市场低估的公司</b>。</p><blockquote>“人们说，在成长型股票的长期牛市之后，很难找到投资对象，但是大多数成长型股票并没有享受到牛市带来的好处。”</blockquote><p>绿光资本的大卫·埃因霍恩（David Einhorn）<b>表示电动汽车将迎来一场“淘铜热”，因为电动汽车的发展将需要大量的铜，而且需求将超过供应。</b></p><p>他向投资者们推荐<b>加拿大矿商泰克资源（Teck Resources）</b>。他说，泰克资源的市盈率远低于纯铜矿公司自由港麦克墨伦（Freeport-McMoRan Inc.）。泰克资源是一家更加多元化的矿商，业务结构更多地侧重于铜矿，增长前景也要好得多。</p><p>Impactive Capital的劳伦•泰勒•沃尔夫（Lauren Taylor Wolfe）将KBR公司定位为一家正在向绿色经济转型的公司，并预计未来三年内将有200%的增长。</p>","source":"jssj","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\" 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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对冲基金巨头们开会了，多位大佬透露独家投资秘密\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 20:08 北京时间 <a href=https://xnews.jin10.com/details/74536><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助...</p>\n\n<a href=\"https://xnews.jin10.com/details/74536\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d048412e4a518ae5bd65a550683ae23","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/details/74536","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187294472","content_text":"Sohn会议（Sohn Conference）成立于1995年，是对冲基金业界规模最大，且最久负盛名的大会。其成立之初的愿景，是用以纪念Ira Sohn——一位因癌症与世长辞的华尔街分析师。该会议由Ira Sohn的同事和亲人共同创建，且在此后的2006年，建立了非盈利目的的Sohn会议基金会（Sohn Conference Foundation），旨在筹集资金支持医学研究及医疗设备开发，并帮助患有癌症或其他疾病的儿童。Sohn会议基金会已与CNBC和洛克菲勒大学建立合作。在每年的对冲基金盛宴Sohn投资大会上，大佬们都会让与会者了解到他们的投资思维和选股方式。本届投资大会在5月12日举行，本次会议可谓亮点多多，来自标准资本公司的硅谷风险投资家比尔•格利（Bill Gurley）谈论科技股，桥水基金的高管凯伦·卡尔尼奥尔 (Karen Karniol-Tambour）表示中国可能有当下最有效的多元化投资组合，另外绿光资本公司的大卫·埃因霍恩（David Einhorn）则谈到“新型石油”。以下是向与会投资专家提出的一些问题。虽然以下言论仅代表基金大佬的个人观点，但通过他们的观点可以了解他们投资决策的过程。1，你对低利率推动成长型股票估值飙升有何看法？这种情况能持续下去吗？基准资本的格利引用了最近科技股的抛售，他表示：“虽然人们以这种温水煮青蛙的方式承担风险，但这还是有用的，风险一旦发生将很快地得到降低。我认为我们最近已经看到了这一点。现在，市场一直在谈论利率接近于零，不管是在过去的这一年，还是在五、六年里，利率一直低于我们以前见过的任何水平。但是即使出现了抛售，一些股票的收益仍然很高。”格利还回答了投资策略的问题，他表示要做多比特币、优步和Facebook，而对于狗狗币、NFTs则选择做空。2，如果你必须把钱投到亚马逊、Facebook、苹果、微软或谷歌这样的公司，而你在接下来的10年里都不能碰它，你会选哪一个?D1 Capital创始人丹•桑德海姆（Dan Sundheim）表示:“商业模式的持久性可能是最重要的。这些公司都有相当持久的商业模式， 但亚马逊的持久性不是建立在技术上的。亚马逊是一家物流公司，就像100年前的铁路公司和其他占主导地位的物流公司一样，未来50年，亚马逊的地位也很难被取代。”3，你认为明年表现最好的股票是什么?Glenernie Capital的安德鲁·努内利（Andrew Nunneley）提到了HelloFresh这家公司，他认为这家公司是餐盒中的特斯拉。“这可能是我20年来见过的最好的商业模式，与其他公司不同的是，HelloFresh拥有整个价值链，因此更有效率，并且这家公司还大力投资创新。”格伦维优资本管理公司的拉里·罗宾认为DXC科技公司、麦利亚德基因公司、布鲁克代尔高级护理公司、麦克森公司和沃尔格林联合博姿集团是被市场低估的公司。“人们说，在成长型股票的长期牛市之后，很难找到投资对象，但是大多数成长型股票并没有享受到牛市带来的好处。”绿光资本的大卫·埃因霍恩（David Einhorn）表示电动汽车将迎来一场“淘铜热”，因为电动汽车的发展将需要大量的铜，而且需求将超过供应。他向投资者们推荐加拿大矿商泰克资源（Teck Resources）。他说，泰克资源的市盈率远低于纯铜矿公司自由港麦克墨伦（Freeport-McMoRan Inc.）。泰克资源是一家更加多元化的矿商，业务结构更多地侧重于铜矿，增长前景也要好得多。Impactive Capital的劳伦•泰勒•沃尔夫（Lauren Taylor Wolfe）将KBR公司定位为一家正在向绿色经济转型的公司，并预计未来三年内将有200%的增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191221907,"gmtCreate":1620882227209,"gmtModify":1620882227209,"author":{"id":"3573468599634170","authorId":"3573468599634170","name":"弥弗拉丁","avatar":"https://static.tigerbbs.com/0547ab2a757758cde7cbfaf3d5a2f8a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"通胀，市场中绕不开的风浪，泥沙俱下","listText":"通胀，市场中绕不开的风浪，泥沙俱下","text":"通胀，市场中绕不开的风浪，泥沙俱下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191221907","repostId":"1184785046","repostType":4,"isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190221282,"gmtCreate":1620625367846,"gmtModify":1620625367846,"author":{"id":"3573468599634170","authorId":"3573468599634170","name":"弥弗拉丁","avatar":"https://static.tigerbbs.com/0547ab2a757758cde7cbfaf3d5a2f8a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"为啥还一直横盘","listText":"为啥还一直横盘","text":"为啥还一直横盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190221282","repostId":"1126841904","repostType":4,"repost":{"id":"1126841904","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":1620624716,"share":"https://www.laohu8.com/m/news/1126841904?lang=&edition=full","pubTime":"2021-05-10 13:31","market":"us","language":"zh","title":"台积电4月销售额1113.2亿新台币，同比增长16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126841904","media":"老虎资讯综合","summary":"台积电4月销售额1,113.2亿台币，同比增长16%。1月至4月的收入总计为4737.3亿台币，较2020年同期增长了16.5％。","content":"<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>4月销售额1,113.2亿台币，同比增长16%。</p><p>1月至4月的收入总计为4737.3亿台币，较2020年同期增长了16.5％。</p><p><img src=\"https://static.tigerbbs.com/f71bf85e308132bde3560ac98753981b\" tg-width=\"1552\" tg-height=\"473\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dd4621cc21f84deb70e17033333f824f\" 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>台积电4月销售额1113.2亿新台币，同比增长16%</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 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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台积电4月销售额1113.2亿新台币，同比增长16%\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\">2021-05-10 13:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>4月销售额1,113.2亿台币，同比增长16%。</p><p>1月至4月的收入总计为4737.3亿台币，较2020年同期增长了16.5％。</p><p><img src=\"https://static.tigerbbs.com/f71bf85e308132bde3560ac98753981b\" tg-width=\"1552\" tg-height=\"473\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dd4621cc21f84deb70e17033333f824f\" 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/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126841904","content_text":"台积电4月销售额1,113.2亿台币，同比增长16%。1月至4月的收入总计为4737.3亿台币，较2020年同期增长了16.5％。","news_type":1},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104147971,"gmtCreate":1620368015893,"gmtModify":1620368015893,"author":{"id":"3573468599634170","authorId":"3573468599634170","name":"弥弗拉丁","avatar":"https://static.tigerbbs.com/0547ab2a757758cde7cbfaf3d5a2f8a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"长期投资指数基金，获取持续稳定收益，投资个股，学会分析市场基本面和技术面，做好资产配置","listText":"长期投资指数基金，获取持续稳定收益，投资个股，学会分析市场基本面和技术面，做好资产配置","text":"长期投资指数基金，获取持续稳定收益，投资个股，学会分析市场基本面和技术面，做好资产配置","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/104147971","repostId":"1179039348","repostType":4,"repost":{"id":"1179039348","pubTimestamp":1620357697,"share":"https://www.laohu8.com/m/news/1179039348?lang=&edition=full","pubTime":"2021-05-07 11:21","market":"us","language":"zh","title":"再读大卫·斯文森：妖股横行时，你该如何抉择","url":"https://stock-news.laohu8.com/highlight/detail?id=1179039348","media":"新浪财经","summary":"大卫·斯文森是和巴菲特比肩的伟大投资大师，另外他还是国内顶尖投资人张磊的恩师。","content":"<p>美国当地时间5月6日，耶鲁大学发布消息称，首席投资官大卫·斯文森于5日因癌症去世，享年67岁。</p><p>短短一句话，背后却是一代投资大师的故去。</p><p><img src=\"https://static.tigerbbs.com/d07e1e4ef2a90b82b886007eed1f43a7\" tg-width=\"796\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p><p>如果单单说斯文森的名字，或许很多人会比较陌生。但如果提及巴菲特和张磊，大家应该都耳熟能详。</p><p>而大卫·斯文森就是和巴菲特比肩的伟大投资大师，另外他还是国内顶尖投资人张磊的恩师。</p><p>前摩根<a href=\"https://laohu8.com/S/SXE\">史丹利</a>投资管理公司董事长巴顿·M·毕格斯（Barton M． Biggs）说：‘世界上只有两位真正伟大的投资者，他们是斯文森和巴菲特。’</p><p>大卫·斯文森被称为耶鲁的‘财神爷’，他是耶鲁捐赠基金的投资主管，他主导的‘耶鲁模式’，使他成为机构投资的教父级人物。</p><p>自去年以来，特殊货币环境导致中外股市“妖股”横行，这些股票往往短期涨幅惊人，一些投机客可能凭着追涨杀跌而获利不菲，但是从长期看，那些无论牛市熊市都能高奏凯歌的，往往是以基本面分析为基石的价值派投资者。</p><p>在这个妖股横行的时候，希望您能潜下心来，阅读大卫·斯文森的著作，从中寻找投资灵感。</p><p>作者|舒童安</p><p>01</p><p>大卫·斯文森和他的著作</p><p>1985年，大卫·斯文森出任耶鲁大学捐赠基金经理，时年31岁。他在这个位置一呆就是30多年，并在如此漫长的岁月里取得了骄人的成绩。从他投资的履历里，我们能够看到他投资业绩的稳定，无论在牛市还是在熊市，他都能笑傲股市。</p><p>*从1985年-2016年，在超过30年的时间里，斯文森取得复合年化12.9%的收益率。</p><p>*从1985-2005年，斯文森前20年的年复合收益率高达16.1%（VS同期标准普尔500指数年回报率12.3%）</p><p>*从1999年-2009年，斯文森取得了11.8%的年化收益率，请注意在这个时间段内，美国出现了两次熊市（互联网泡沫和2008年金融危机）</p><p>其著作有《机构投资的创新之路》和《不落俗套的成功——最好的个人投资方法》，其中前者曾被中国某明星私募推荐为对其影响最大的著作（为了防止被视为广告，我们在这里隐去了该基金经理的名字），而本文要总结的，则是斯文森两部著作以及其公开演讲的精髓，看看能为我们这些个人投资者带来怎样的启示。</p><p><img src=\"https://static.tigerbbs.com/5d4d5b3b33fe1b9eb1a812c5bb140da7\" tg-width=\"271\" tg-height=\"378\" referrerpolicy=\"no-referrer\"></p><p>02</p><p>为什么斯文森更看重股票</p><p>在一个股民为主要受众的新媒体讨论这个话题似乎有些多余，然而股市中从来都充满了各种各样的风险，投资人可能因为投资失误而亏损；更糟糕的恐怕是，投资人做对了，但资金却出现了暂时的回撤。如果持股人没有对股市抱有坚定的信念，并在市场不利于自己但是实情并没有脱离最初判断的时候斩仓而出，他们不仅享受不到资本长期增值的好处，还会受到心灵的创伤。</p><p>斯文森的信心来自于历史数据，也就是“实践是检验真理的唯一标准”，根据斯文森的研究，在美国做投资，把更多的资金花费在股票而不是债券上，将在长期取得更大的收益。</p><p>根据斯文森引用IbbotsonAssociates的数据，我们能够发现股票在长期资本增值中的作用。从1926-2003年计算，现金收益只有年化3.7个百分点，如果你在1926年投资1美元于美国短期国债，那么到了2003年，1美元至上涨到18美元。如果你投资长期债券的话，年化收益率将达到5.4%，1926年投入的1美元到2003年的时候将变为61美元。如果你把同样的1美元投入到大盘股的话，那么该1美元的投入将在2003年变为2285美元，年化收益为10.4%。如果你更激进的把该1美元投入到小盘股的话，该1美元将升值为10954美元，年化收益高达12.7%。</p><p>除此之外，债券还有另外一个劣势——债券投资人很难通过技术提升收益。根据斯文森的研究，债券基金收益的第一个四分位数和第三个四分位数之差只有0.5%，而该值在大盘股基金达到2%。在小盘股基金高达4.7%。</p><p>正因为此，斯文森接手耶鲁捐赠基金后，就改变了该捐赠基金的资本结构，将原本的50%投资美国普通股，40%投资于现金、债券市场，以及10%投资于其他市场的资本结构变为更加注重权益投资的结构。</p><p>在《不落俗套的成功》一书中，斯文森推荐了下面的资本配置结构：美国国内股票30%（根据斯文森的国籍，书中的国内指美国，下同），国外发达市场股票15%，国外新兴市场5%，房地产20%，美国长期国债15%，美国保值国债15%。</p><p>下面说一些笔者个人的理解和能够想到的一些问题。首先，斯文森更看重股票，除了理论的解释外，是有实打实的历史数据支撑，这种支撑是否能够移到中国市场存在未知性，毕竟10年前中国股市大约在3000点附近，而10年后今天，中国的股市还是在3000点附近。</p><p>当然，如果你觉得随着中国企业的发展和中国市场的成熟，中国会像美国一样，在股市中出现长达百年的慢牛行情，那么把更多资金配置到股市就是正确的。</p><p>第二个问题是，斯文森自称通过多元化的资本配置平滑了收益，使得耶鲁大学捐赠基金能够持续平稳的盈利，但是我们应该知道，如果你买入越多的金融资产，你想超越平均的难度就会更大。这也意味着，除了书中所写，斯文森还有其他的诀窍保证了自己的成功。</p><p>最后笔者提一句，书中所提到的保值国债，指的是跟通胀率挂钩的国债，当通货膨胀上升时，该债券收益率上升，反之下降。</p><p>03</p><p>择时策略</p><p>择时交易指的是根据投资者的判断来选择市场进行交易的行为。斯文森对此持明确的反对态度。择时交易的根本缺点在于容易导致投资者追涨杀跌的行为，在证券连续上涨的时候不断杀入，并把自己高高的套在山岗之上。</p><p><img src=\"https://static.tigerbbs.com/fd9289976ef3ac9a879f428456b0a369\" tg-width=\"550\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p><p>上述表格来源是美国2000网络股泡沫时期前10名科技类共同基金的业绩，单位为百万美元</p><p>我们从上表可以看出，在1997年的时候，该类资产管理规模增加了1.1亿美元，增加的幅度主要靠投资业绩（investmentperformance）的增长，其当年贡献值为9600万美元。而投资者新注入资金（investorflows）当年为1800万美元。</p><p>1998年该类基金增加了11亿美元，其中9.54亿美元来自于投资业绩，而另外的1.16亿则来自于新韭菜的加盟。随着网络股的大爆发，该类资产的增值变得更快，1999年该类基金规模从25亿美元剧增到205亿美元，其中有100亿美元来自于投资收益，而另外的77亿来自于新韭菜的入股。新韭菜占到了新增资金的43%。</p><p>接下来3年的数据就让人十分惊叹了。2000年3月，美国网络股泡沫达到顶峰，之后泡沫被刺穿，2000年科技股基金平均收益为-40.8%，资产规模从年初的205亿美元下降到150亿。令人惊讶的是，在这期间尽管该类基金的业绩为亏损115亿美元，但是投资者仍然向该类资产追加了62亿美元的投资。</p><p>2001年如梦初醒的投资者开始调转自己的方向，分别于2001年和2002年撤资11亿美元和6.7亿美元，同时投资损失又使得该类资产分别下降64亿美元和33亿美元。到了2002年底，科技股前10名基金资产规模为38亿美元，远低于曾经200多亿的规模。投资者为追涨杀跌付出了惨痛的代价。</p><p>尽管斯文森反对择时，但是这并不是说他反对故步自封而错失投资机会，在2008年金融危机前后，斯文森和他的耶鲁捐赠基金靠做空美国房地产公司赚取了丰厚的利润。从这个角度来说，对内在价值的考量仍然是投资的精髓所在。</p><p>04</p><p>证券选择</p><p>在本部分开头先说一个结论，就笔者所知、凡是有能力选择个股的投资者将会变得富有并且可以把选股这条路一直走下去。但是令人遗憾的是，大多数人并没有很好的选股能力。作为替代，很多人去购买主动管理型的共同基金，试图获得超额的回报，但是根据历史的经验，这些投资者往往没有得到预期的结果。</p><p>共同基金机构和经理人每多赚一分钱都会使得共同基金的投资人账户缩水。任何管理费用、分销费用的支出以及由高换手率引起的任何摩擦成本都会影响投资者的收益。在这种情况下，共同基金作为一个整体想要战胜市场将会变得异常困难，当然，从来都存在着一些共同基金经理将投资者的利益放到自身利益之上，尤其在极少数情况下，基金经理管理的资金中有很大一部分是自己的出资，在这种情况下，基金经理将会变得更加有主人翁精神。</p><p>想要选择正确的基金经理，就要保证他们既有能力又诚实可信。不过对普通投资者而言，这两项都属于艰巨的任务。普通投资者没有机会和基金经理共处，因此没有充分的渠道来评价基金经理的品德；而仅就投资来讲，任何过往的收益并不代表未来的业绩仍会持续。</p><p><img src=\"https://static.tigerbbs.com/b14927e89a35e45516bf3ce049c6e3c2\" tg-width=\"550\" tg-height=\"374\" referrerpolicy=\"no-referrer\"></p><p>上表是美国投资者对1998年之前20年的共同基金业绩研究，从上表可以看出，基金经理在20年的时间里，平均每年跑输大盘2.1个百分点，其中有15年的时间，该差值高达4.2%。</p><p>从上述结果可以看出，美国的共同基金表现不如指数的表现，中国对公募基金和沪深300指数的对比研究相对要少很多，而且中国的基金大都寿命比较短。因此投资者想要购买主动管理型基金时，一定要考察基金经理的历史业绩。而如果您对自己的选股技术足够自信的话，那么可能选择个股而非基金是更好的选择。</p><p>斯文森在其著作中建议那些不想购买主动型基金又没有能力选择个股的投资者投资指数基金。与前文笔者提到是否应该长期投资股市的担忧相同，中国的股指波动性要比美国标普500（或者其他美国指数）要大很多，并且尽管历经10年之久，沪深300指数仍然没能超过10年前的峰值，在此情况下，购买指数基金也很难获利。或许我们只能期待，随着时间的推移，我们的资本市场将逐渐向西方市场一样成熟，到那时候我们的选择将会简单很多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63b2d45861eb449abb146c38a67da2a8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><span>沪深300指数，月线图</span></p><p>05</p><p>资产配置</p><p>资产配置堪称斯文森引以为傲的工具，根据斯文森的说法，自从1990年之后，耶鲁大学捐赠基金只有在2009年出现过亏损，而其业绩的稳定靠的就是资产配置这一工具。</p><p>这一点对于散户投资者，作用不是很大，比方说对于大部分人来说，中国的高房价使得房地产成为很多家庭的主要资产，而另一方面，散户投资者也很难像专业机构那样能够选择国外的证券。</p><p>不过斯文森股票导向的建议倒是应该会让我们的读者很受用，如果股票能够变成高预期收益的资产类别，那么专注投资股票的散户投资者在未来若干年总会取得一定收益。</p><p>另一方面，那些寻求长期资产增值的投资者必须需要抵住追涨杀跌的诱惑，毕竟连续涨停的妖股从来都让人眼馋。另一方面，你听说过一个又一个价值投资者成为了亿万富翁，但是你很少听说打板的行家成了投资大师。</p><p>在妖股横行的时刻，笔者建议大家回归价值，少一些贪婪。</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>再读大卫·斯文森：妖股横行时，你该如何抉择</title>\n<style 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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再读大卫·斯文森：妖股横行时，你该如何抉择\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 11:21 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-05-07/doc-ikmxzfmm0967838.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国当地时间5月6日，耶鲁大学发布消息称，首席投资官大卫·斯文森于5日因癌症去世，享年67岁。短短一句话，背后却是一代投资大师的故去。如果单单说斯文森的名字，或许很多人会比较陌生。但如果提及巴菲特和张磊，大家应该都耳熟能详。而大卫·斯文森就是和巴菲特比肩的伟大投资大师，另外他还是国内顶尖投资人张磊的恩师。前摩根史丹利投资管理公司董事长巴顿·M·毕格斯（Barton M． Biggs）说：‘世界上...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-05-07/doc-ikmxzfmm0967838.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/8449304317b3370aaa05eb1b9995f6a7","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-05-07/doc-ikmxzfmm0967838.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179039348","content_text":"美国当地时间5月6日，耶鲁大学发布消息称，首席投资官大卫·斯文森于5日因癌症去世，享年67岁。短短一句话，背后却是一代投资大师的故去。如果单单说斯文森的名字，或许很多人会比较陌生。但如果提及巴菲特和张磊，大家应该都耳熟能详。而大卫·斯文森就是和巴菲特比肩的伟大投资大师，另外他还是国内顶尖投资人张磊的恩师。前摩根史丹利投资管理公司董事长巴顿·M·毕格斯（Barton M． Biggs）说：‘世界上只有两位真正伟大的投资者，他们是斯文森和巴菲特。’大卫·斯文森被称为耶鲁的‘财神爷’，他是耶鲁捐赠基金的投资主管，他主导的‘耶鲁模式’，使他成为机构投资的教父级人物。自去年以来，特殊货币环境导致中外股市“妖股”横行，这些股票往往短期涨幅惊人，一些投机客可能凭着追涨杀跌而获利不菲，但是从长期看，那些无论牛市熊市都能高奏凯歌的，往往是以基本面分析为基石的价值派投资者。在这个妖股横行的时候，希望您能潜下心来，阅读大卫·斯文森的著作，从中寻找投资灵感。作者|舒童安01大卫·斯文森和他的著作1985年，大卫·斯文森出任耶鲁大学捐赠基金经理，时年31岁。他在这个位置一呆就是30多年，并在如此漫长的岁月里取得了骄人的成绩。从他投资的履历里，我们能够看到他投资业绩的稳定，无论在牛市还是在熊市，他都能笑傲股市。*从1985年-2016年，在超过30年的时间里，斯文森取得复合年化12.9%的收益率。*从1985-2005年，斯文森前20年的年复合收益率高达16.1%（VS同期标准普尔500指数年回报率12.3%）*从1999年-2009年，斯文森取得了11.8%的年化收益率，请注意在这个时间段内，美国出现了两次熊市（互联网泡沫和2008年金融危机）其著作有《机构投资的创新之路》和《不落俗套的成功——最好的个人投资方法》，其中前者曾被中国某明星私募推荐为对其影响最大的著作（为了防止被视为广告，我们在这里隐去了该基金经理的名字），而本文要总结的，则是斯文森两部著作以及其公开演讲的精髓，看看能为我们这些个人投资者带来怎样的启示。02为什么斯文森更看重股票在一个股民为主要受众的新媒体讨论这个话题似乎有些多余，然而股市中从来都充满了各种各样的风险，投资人可能因为投资失误而亏损；更糟糕的恐怕是，投资人做对了，但资金却出现了暂时的回撤。如果持股人没有对股市抱有坚定的信念，并在市场不利于自己但是实情并没有脱离最初判断的时候斩仓而出，他们不仅享受不到资本长期增值的好处，还会受到心灵的创伤。斯文森的信心来自于历史数据，也就是“实践是检验真理的唯一标准”，根据斯文森的研究，在美国做投资，把更多的资金花费在股票而不是债券上，将在长期取得更大的收益。根据斯文森引用IbbotsonAssociates的数据，我们能够发现股票在长期资本增值中的作用。从1926-2003年计算，现金收益只有年化3.7个百分点，如果你在1926年投资1美元于美国短期国债，那么到了2003年，1美元至上涨到18美元。如果你投资长期债券的话，年化收益率将达到5.4%，1926年投入的1美元到2003年的时候将变为61美元。如果你把同样的1美元投入到大盘股的话，那么该1美元的投入将在2003年变为2285美元，年化收益为10.4%。如果你更激进的把该1美元投入到小盘股的话，该1美元将升值为10954美元，年化收益高达12.7%。除此之外，债券还有另外一个劣势——债券投资人很难通过技术提升收益。根据斯文森的研究，债券基金收益的第一个四分位数和第三个四分位数之差只有0.5%，而该值在大盘股基金达到2%。在小盘股基金高达4.7%。正因为此，斯文森接手耶鲁捐赠基金后，就改变了该捐赠基金的资本结构，将原本的50%投资美国普通股，40%投资于现金、债券市场，以及10%投资于其他市场的资本结构变为更加注重权益投资的结构。在《不落俗套的成功》一书中，斯文森推荐了下面的资本配置结构：美国国内股票30%（根据斯文森的国籍，书中的国内指美国，下同），国外发达市场股票15%，国外新兴市场5%，房地产20%，美国长期国债15%，美国保值国债15%。下面说一些笔者个人的理解和能够想到的一些问题。首先，斯文森更看重股票，除了理论的解释外，是有实打实的历史数据支撑，这种支撑是否能够移到中国市场存在未知性，毕竟10年前中国股市大约在3000点附近，而10年后今天，中国的股市还是在3000点附近。当然，如果你觉得随着中国企业的发展和中国市场的成熟，中国会像美国一样，在股市中出现长达百年的慢牛行情，那么把更多资金配置到股市就是正确的。第二个问题是，斯文森自称通过多元化的资本配置平滑了收益，使得耶鲁大学捐赠基金能够持续平稳的盈利，但是我们应该知道，如果你买入越多的金融资产，你想超越平均的难度就会更大。这也意味着，除了书中所写，斯文森还有其他的诀窍保证了自己的成功。最后笔者提一句，书中所提到的保值国债，指的是跟通胀率挂钩的国债，当通货膨胀上升时，该债券收益率上升，反之下降。03择时策略择时交易指的是根据投资者的判断来选择市场进行交易的行为。斯文森对此持明确的反对态度。择时交易的根本缺点在于容易导致投资者追涨杀跌的行为，在证券连续上涨的时候不断杀入，并把自己高高的套在山岗之上。上述表格来源是美国2000网络股泡沫时期前10名科技类共同基金的业绩，单位为百万美元我们从上表可以看出，在1997年的时候，该类资产管理规模增加了1.1亿美元，增加的幅度主要靠投资业绩（investmentperformance）的增长，其当年贡献值为9600万美元。而投资者新注入资金（investorflows）当年为1800万美元。1998年该类基金增加了11亿美元，其中9.54亿美元来自于投资业绩，而另外的1.16亿则来自于新韭菜的加盟。随着网络股的大爆发，该类资产的增值变得更快，1999年该类基金规模从25亿美元剧增到205亿美元，其中有100亿美元来自于投资收益，而另外的77亿来自于新韭菜的入股。新韭菜占到了新增资金的43%。接下来3年的数据就让人十分惊叹了。2000年3月，美国网络股泡沫达到顶峰，之后泡沫被刺穿，2000年科技股基金平均收益为-40.8%，资产规模从年初的205亿美元下降到150亿。令人惊讶的是，在这期间尽管该类基金的业绩为亏损115亿美元，但是投资者仍然向该类资产追加了62亿美元的投资。2001年如梦初醒的投资者开始调转自己的方向，分别于2001年和2002年撤资11亿美元和6.7亿美元，同时投资损失又使得该类资产分别下降64亿美元和33亿美元。到了2002年底，科技股前10名基金资产规模为38亿美元，远低于曾经200多亿的规模。投资者为追涨杀跌付出了惨痛的代价。尽管斯文森反对择时，但是这并不是说他反对故步自封而错失投资机会，在2008年金融危机前后，斯文森和他的耶鲁捐赠基金靠做空美国房地产公司赚取了丰厚的利润。从这个角度来说，对内在价值的考量仍然是投资的精髓所在。04证券选择在本部分开头先说一个结论，就笔者所知、凡是有能力选择个股的投资者将会变得富有并且可以把选股这条路一直走下去。但是令人遗憾的是，大多数人并没有很好的选股能力。作为替代，很多人去购买主动管理型的共同基金，试图获得超额的回报，但是根据历史的经验，这些投资者往往没有得到预期的结果。共同基金机构和经理人每多赚一分钱都会使得共同基金的投资人账户缩水。任何管理费用、分销费用的支出以及由高换手率引起的任何摩擦成本都会影响投资者的收益。在这种情况下，共同基金作为一个整体想要战胜市场将会变得异常困难，当然，从来都存在着一些共同基金经理将投资者的利益放到自身利益之上，尤其在极少数情况下，基金经理管理的资金中有很大一部分是自己的出资，在这种情况下，基金经理将会变得更加有主人翁精神。想要选择正确的基金经理，就要保证他们既有能力又诚实可信。不过对普通投资者而言，这两项都属于艰巨的任务。普通投资者没有机会和基金经理共处，因此没有充分的渠道来评价基金经理的品德；而仅就投资来讲，任何过往的收益并不代表未来的业绩仍会持续。上表是美国投资者对1998年之前20年的共同基金业绩研究，从上表可以看出，基金经理在20年的时间里，平均每年跑输大盘2.1个百分点，其中有15年的时间，该差值高达4.2%。从上述结果可以看出，美国的共同基金表现不如指数的表现，中国对公募基金和沪深300指数的对比研究相对要少很多，而且中国的基金大都寿命比较短。因此投资者想要购买主动管理型基金时，一定要考察基金经理的历史业绩。而如果您对自己的选股技术足够自信的话，那么可能选择个股而非基金是更好的选择。斯文森在其著作中建议那些不想购买主动型基金又没有能力选择个股的投资者投资指数基金。与前文笔者提到是否应该长期投资股市的担忧相同，中国的股指波动性要比美国标普500（或者其他美国指数）要大很多，并且尽管历经10年之久，沪深300指数仍然没能超过10年前的峰值，在此情况下，购买指数基金也很难获利。或许我们只能期待，随着时间的推移，我们的资本市场将逐渐向西方市场一样成熟，到那时候我们的选择将会简单很多。沪深300指数，月线图05资产配置资产配置堪称斯文森引以为傲的工具，根据斯文森的说法，自从1990年之后，耶鲁大学捐赠基金只有在2009年出现过亏损，而其业绩的稳定靠的就是资产配置这一工具。这一点对于散户投资者，作用不是很大，比方说对于大部分人来说，中国的高房价使得房地产成为很多家庭的主要资产，而另一方面，散户投资者也很难像专业机构那样能够选择国外的证券。不过斯文森股票导向的建议倒是应该会让我们的读者很受用，如果股票能够变成高预期收益的资产类别，那么专注投资股票的散户投资者在未来若干年总会取得一定收益。另一方面，那些寻求长期资产增值的投资者必须需要抵住追涨杀跌的诱惑，毕竟连续涨停的妖股从来都让人眼馋。另一方面，你听说过一个又一个价值投资者成为了亿万富翁，但是你很少听说打板的行家成了投资大师。在妖股横行的时刻，笔者建议大家回归价值，少一些贪婪。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101762704,"gmtCreate":1619945174708,"gmtModify":1619945174708,"author":{"id":"3573468599634170","authorId":"3573468599634170","name":"弥弗拉丁","avatar":"https://static.tigerbbs.com/0547ab2a757758cde7cbfaf3d5a2f8a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"值得收藏👍","listText":"值得收藏👍","text":"值得收藏👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101762704","repostId":"101016128","repostType":1,"repost":{"id":101016128,"gmtCreate":1619830281264,"gmtModify":1619905295746,"author":{"id":"3564242037736806","authorId":"3564242037736806","name":"一天一视界","avatar":"https://static.tigerbbs.com/93d9dce6ed93ef2c7f124aed9c3ad4cd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"玩美股，你不知道这些辅助工具，那就太不合格了。","htmlText":"大家好，我是苏无轼。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 最近经常有小伙伴问我，想炒美股，但除了买那些耳熟能详的公司，其他美股个股根本不敢碰，询问原因，原来如此：一是找不到第一手的资料，基本是依靠新闻媒体和券商的信息聚合；二是关于官方信息不知道在哪里去找；三是处于大洋彼岸，公司实际情况未知，了解太少；最后还有一个是语言方面的障碍。 针对上面的问题，我把自己常用的获取信息的网站，分享给大家，希望能够对你有所帮助。 一、美国金融机构网站： 美股证监会：https://www.sec.gov证券投资者保护协会：https://www.sipc.org 美国金融业监管局FINRA：https://www.finra.org美联储：https://www.federalreserve.gov二、美股评级机构网站查询：Finviz：https://finviz.com/分析师股票评级网站：https://www.tipranks.com/专业研报社区Seeking alpha：https://seekingalpha.com/三、美股中文论坛：雪。球：https://**.com/美股之家：https://www.mg21.com/四、美股中文资讯：华尔街见闻：https://wallstreetcn.com/新浪美股：https://finance.sina.com.cn/stock/usstock/智通财经：https://www.zhitongcaijing.com/格隆汇：https://www.gelonghui.com/ 五、美股财报公布查询：新","listText":"大家好，我是苏无轼。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 最近经常有小伙伴问我，想炒美股，但除了买那些耳熟能详的公司，其他美股个股根本不敢碰，询问原因，原来如此：一是找不到第一手的资料，基本是依靠新闻媒体和券商的信息聚合；二是关于官方信息不知道在哪里去找；三是处于大洋彼岸，公司实际情况未知，了解太少；最后还有一个是语言方面的障碍。 针对上面的问题，我把自己常用的获取信息的网站，分享给大家，希望能够对你有所帮助。 一、美国金融机构网站： 美股证监会：https://www.sec.gov证券投资者保护协会：https://www.sipc.org 美国金融业监管局FINRA：https://www.finra.org美联储：https://www.federalreserve.gov二、美股评级机构网站查询：Finviz：https://finviz.com/分析师股票评级网站：https://www.tipranks.com/专业研报社区Seeking alpha：https://seekingalpha.com/三、美股中文论坛：雪。球：https://**.com/美股之家：https://www.mg21.com/四、美股中文资讯：华尔街见闻：https://wallstreetcn.com/新浪美股：https://finance.sina.com.cn/stock/usstock/智通财经：https://www.zhitongcaijing.com/格隆汇：https://www.gelonghui.com/ 五、美股财报公布查询：新","text":"大家好，我是苏无轼。$特斯拉(TSLA)$ $苹果(AAPL)$ 最近经常有小伙伴问我，想炒美股，但除了买那些耳熟能详的公司，其他美股个股根本不敢碰，询问原因，原来如此：一是找不到第一手的资料，基本是依靠新闻媒体和券商的信息聚合；二是关于官方信息不知道在哪里去找；三是处于大洋彼岸，公司实际情况未知，了解太少；最后还有一个是语言方面的障碍。 针对上面的问题，我把自己常用的获取信息的网站，分享给大家，希望能够对你有所帮助。 一、美国金融机构网站： 美股证监会：https://www.sec.gov证券投资者保护协会：https://www.sipc.org 美国金融业监管局FINRA：https://www.finra.org美联储：https://www.federalreserve.gov二、美股评级机构网站查询：Finviz：https://finviz.com/分析师股票评级网站：https://www.tipranks.com/专业研报社区Seeking alpha：https://seekingalpha.com/三、美股中文论坛：雪。球：https://**.com/美股之家：https://www.mg21.com/四、美股中文资讯：华尔街见闻：https://wallstreetcn.com/新浪美股：https://finance.sina.com.cn/stock/usstock/智通财经：https://www.zhitongcaijing.com/格隆汇：https://www.gelonghui.com/ 五、美股财报公布查询：新","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101016128","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
