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菁和han
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菁和han
2021-02-13
B站q4财报必将是一张满意答卷的4个原因
说实话我刚开始接触美股没多久,但是b站
$哔哩哔哩(BILI)$
我从高中就开始接触,到现在也快要有10年了,个人觉得还是比较了解的。b站的q4财报,我认为一定很精彩,原因有以下四点:1.q3季度的红利。b站q3季度财报很好看,刚一发布股价就开始疯狂抬升,但是回顾一下q3季度的一些重大出圈利好,比如风犬、说唱新时代、s10独家转播权等,这些重大利好在九月份都只是刚刚开始发力,而真正的着力点是10月。2.亏损将大幅度下降。q3财报的净利润一度达到负10e,但说实话这主要是价值8e的s10独家转播权造成的。而另一方面,随着b站用户的增多、原神等ip的发力等,收入也会有较大程度的提升。q4季度的净利润我认为很可能向正利润逼近。3.港股上市。说实话b站上市已经传了很多次风声了,但是最后都没有落实,我觉得这是b站在反复寻找最有价值,最能帮助b站发展的港股上市时机。而q3、q4财报,以及2020年全年的财报精彩数据,我觉得应该是b站选择此时为最好时机的重要原因。4.最近的b站女拳事件及股价变化。最近b站遭遇的女权风波,我觉得女拳只是表面,实际上还是资本和对手在背后挑起的事端,为的就是在b站上市前整点幺蛾子。但是结果大家也看到了,b站股价直接破了新高,广大网友都在分析说是因为美国的机构认为焦点的那部动画没有问题之类的,不构成利空。但我觉得机构也不是傻子,就算动画本身不构成利空,损失的广告和合作总是利空了吧,怎么可能直接冲b站把股价冲上新高,并且连回调幅度都那么低呢?我个人觉得这是b站自己,或者说b站的资本方们以某种形式出手了,为的是用股价来回敬对手。但是大家都不是傻子,如果b站q4财报不好看会大跌一波,不可能用这种方式来这么强硬的回敬。我个人只是一名忠实的b站用户,不了解任何内部情报,只是对b站q4季度的财报预测
B站q4财报必将是一张满意答卷的4个原因
菁和han
2021-03-11
$纳斯达克(.IXIC)$
现在市场不稳也还行吧,可能越不稳今晚美债拍卖就会越顺利吧。。我猜今晚拍完了马上开始拉
菁和han
2021-03-10
$哔哩哔哩(BILI)$
我觉得剧本可能是这样的,通过聆讯、确定股价前压一压股价,确定好以后放量增长一波吸引超大倍数的认购,然后认购的火爆再反过来推一手股价。。。纯属个人猜测看着一乐就好
菁和han
2021-03-09
$哔哩哔哩(BILI)$
昨晚上做梦梦见一种上市公司套壳(SPAC)操作,梦见某个资本在压价收所有流通股本给b站做壳。做完以后b站要回港首次公司上市,还梦到b站接受采访解释操作。。这梦还挺有意思的哈哈哈
菁和han
2021-03-12
$纳斯达克(.IXIC)$
别的先不说,我觉得科技股对美债敏感性绝对没之前那么强了。我反正今天全仓科技股了,到底是最绿的韭菜还是运气好赚一笔就看下周了
菁和han
2022-02-12
$纳斯达克(.IXIC)$
要打起来了,何不来中概避险
菁和han
2022-03-17
$哔哩哔哩(BILI)$
明天收盘25
$富途控股(FUTU)$
35
$爱奇艺(IQ)$
3块。
菁和han
2022-03-04
$哔哩哔哩(BILI)$
剧本写好了,今天收盘28.8,然后三连涨。
菁和han
2021-03-31
$腾讯音乐(TME)$
盘后直接一次大宗交易1200万股。我觉得只能是回购了,一笔回购了2、3亿。一共10亿的回购我觉得用不着多久就能公布回购结果了
菁和han
2021-03-31
$腾讯音乐(TME)$
近期走势的一个预测,接下来我觉得会是连续平稳上涨,爆升的可能性不大,因为机构大概率会平稳降低整体的仓位,毕竟同行的前车之鉴就摆在那儿,但是也并没有必要逆反弹的势头放血甩卖,腾讯音乐会在平稳涨势中完成回购,10亿美元我觉得够填补机构的谨慎性仓位收缩了,持股从不稳定的机构回到稳定的股东手上是一件好事。
菁和han
2021-03-03
$蔚来(NIO)$
昨晚做了个梦,周五蔚来收盘48块。
菁和han
2021-03-10
$百度(BIDU)$
百度和b站一模一样的套路,都似乎有人在控价。感觉港股上市在大盘不稳的情况下反而是个利空,涨都不敢放量涨的
菁和han
2021-03-03
$蔚来(NIO)$
刚刚看到3万股44.15卖单,3秒卖完了。。有人冲起来了啊。。
菁和han
2021-03-29
$荔枝(LIZI)$
猜一下。。增发的原因之一是流通股本太少股价被资本玩得团团转,申请通过以后资本再拉股价就可以趁机薅一波资本羊毛。。然后现在申请增发,批下来之前(最近)资本再拉一波就不玩这股了?只是个人yy哈哈哈,大家看个乐呵就好
菁和han
2021-03-13
$纳斯达克(.IXIC)$
阿这。。今晚发的帖子,不用等下周就拿到收益了,这也太快了
@菁和han:
$纳斯达克(.IXIC)$
别的先不说,我觉得科技股对美债敏感性绝对没之前那么强了。我反正今天全仓科技股了,到底是最绿的韭菜还是运气好赚一笔就看下周了
菁和han
2021-03-03
$蔚来(NIO)$
这波探底买call操作貌似还过得去?吃肉还是输光就看今晚了[微笑]
菁和han
2022-03-26
$哔哩哔哩(BILI)$
有一说一哪怕两天大跌,这周大趋势也算是筑顶向下的行情,最恐怖的是万一纳指正巧慢中概一步筑顶,那下周会很难受,建议大家先撤出来观望一下,等新底部出现再入也不迟。我目前是完全的空仓状态,是以客观的角度来建议的,当然中概股很妖,准备赌一把妖气的朋友直接忽略我说的这些就好。
菁和han
2022-02-16
$哔哩哔哩(BILI)$
比纳指跌得还低,三月三号🐲要抬头了
菁和han
2021-02-26
$哔哩哔哩(BILI)$
没办法,今晚纳指一度砍了四个点。。明天如果回调的话估计b站能冲一波
菁和han
2021-03-10
$NQ100指数主连(NQmain)$
我猜13分钟后开盘是要转升的
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我觉得蔚来、小鹏它们在这种逆风盘里有特斯拉这个带跑的真的挺幸运的,今天我仔细看了涨起来的全程,特斯拉带起了整个行业。大盘也是一波暴涨,这个涨幅估计真的是V到底起来了,我觉得接下来就是大盘的新高点了。今天科技股暴涨我认为挺正常的,空军现在普遍空科技股空得很深了,刚好适合迅速拔高收割掉他们。另外请别再提十年美债券收益率了,目前普遍认为年内能到2,在这种共识下,科技股还是迅速拔起来了,我猜这玩意的利空已经出尽了(或者这玩意说到底构不构成科技股的大利空真的难说),接下来美债拍卖cpi啥的不超预期可能就真的是冲向大盘新高点了","text":"$蔚来(NIO)$我觉得蔚来、小鹏它们在这种逆风盘里有特斯拉这个带跑的真的挺幸运的,今天我仔细看了涨起来的全程,特斯拉带起了整个行业。大盘也是一波暴涨,这个涨幅估计真的是V到底起来了,我觉得接下来就是大盘的新高点了。今天科技股暴涨我认为挺正常的,空军现在普遍空科技股空得很深了,刚好适合迅速拔高收割掉他们。另外请别再提十年美债券收益率了,目前普遍认为年内能到2,在这种共识下,科技股还是迅速拔起来了,我猜这玩意的利空已经出尽了(或者这玩意说到底构不构成科技股的大利空真的难说),接下来美债拍卖cpi啥的不超预期可能就真的是冲向大盘新高点了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323138765","isVote":1,"tweetType":1,"viewCount":2961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329413759,"gmtCreate":1615267649171,"gmtModify":1703486502334,"author":{"id":"3575009915001799","authorId":"3575009915001799","name":"菁和han","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575009915001799","authorIdStr":"3575009915001799"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>昨晚上做梦梦见一种上市公司套壳(SPAC)操作,梦见某个资本在压价收所有流通股本给b站做壳。做完以后b站要回港首次公司上市,还梦到b站接受采访解释操作。。这梦还挺有意思的哈哈哈","text":"$哔哩哔哩(BILI)$昨晚上做梦梦见一种上市公司套壳(SPAC)操作,梦见某个资本在压价收所有流通股本给b站做壳。做完以后b站要回港首次公司上市,还梦到b站接受采访解释操作。。这梦还挺有意思的哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/329413759","isVote":1,"tweetType":1,"viewCount":2526,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557008405269629","authorId":"3557008405269629","name":"友谅投行","avatar":"https://static.tigerbbs.com/ee45f8e6b08c07c4b25e4dcfd8131709","crmLevel":3,"crmLevelSwitch":0,"idStr":"3557008405269629","authorIdStr":"3557008405269629"},"content":"是真的。今天我看到新闻了","text":"是真的。今天我看到新闻了","html":"是真的。今天我看到新闻了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365720143,"gmtCreate":1614781648382,"gmtModify":1703481043361,"author":{"id":"3575009915001799","authorId":"3575009915001799","name":"菁和han","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575009915001799","authorIdStr":"3575009915001799"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>昨晚做了个梦,周五蔚来收盘48块。","text":"$蔚来(NIO)$昨晚做了个梦,周五蔚来收盘48块。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365821130","isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368333676,"gmtCreate":1614286365295,"gmtModify":1703475832237,"author":{"id":"3575009915001799","authorId":"3575009915001799","name":"菁和han","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575009915001799","authorIdStr":"3575009915001799"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>没办法,今晚纳指一度砍了四个点。。明天如果回调的话估计b站能冲一波","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>没办法,今晚纳指一度砍了四个点。。明天如果回调的话估计b站能冲一波","text":"$哔哩哔哩(BILI)$没办法,今晚纳指一度砍了四个点。。明天如果回调的话估计b站能冲一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368333676","isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":386601560,"gmtCreate":1613162562250,"gmtModify":1613226172127,"author":{"id":"3575009915001799","authorId":"3575009915001799","name":"菁和han","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575009915001799","authorIdStr":"3575009915001799"},"themes":[],"title":"B站q4财报必将是一张满意答卷的4个原因","htmlText":"说实话我刚开始接触美股没多久,但是b站<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>我从高中就开始接触,到现在也快要有10年了,个人觉得还是比较了解的。b站的q4财报,我认为一定很精彩,原因有以下四点:1.q3季度的红利。b站q3季度财报很好看,刚一发布股价就开始疯狂抬升,但是回顾一下q3季度的一些重大出圈利好,比如风犬、说唱新时代、s10独家转播权等,这些重大利好在九月份都只是刚刚开始发力,而真正的着力点是10月。2.亏损将大幅度下降。q3财报的净利润一度达到负10e,但说实话这主要是价值8e的s10独家转播权造成的。而另一方面,随着b站用户的增多、原神等ip的发力等,收入也会有较大程度的提升。q4季度的净利润我认为很可能向正利润逼近。3.港股上市。说实话b站上市已经传了很多次风声了,但是最后都没有落实,我觉得这是b站在反复寻找最有价值,最能帮助b站发展的港股上市时机。而q3、q4财报,以及2020年全年的财报精彩数据,我觉得应该是b站选择此时为最好时机的重要原因。4.最近的b站女拳事件及股价变化。最近b站遭遇的女权风波,我觉得女拳只是表面,实际上还是资本和对手在背后挑起的事端,为的就是在b站上市前整点幺蛾子。但是结果大家也看到了,b站股价直接破了新高,广大网友都在分析说是因为美国的机构认为焦点的那部动画没有问题之类的,不构成利空。但我觉得机构也不是傻子,就算动画本身不构成利空,损失的广告和合作总是利空了吧,怎么可能直接冲b站把股价冲上新高,并且连回调幅度都那么低呢?我个人觉得这是b站自己,或者说b站的资本方们以某种形式出手了,为的是用股价来回敬对手。但是大家都不是傻子,如果b站q4财报不好看会大跌一波,不可能用这种方式来这么强硬的回敬。我个人只是一名忠实的b站用户,不了解任何内部情报,只是对b站q4季度的财报预测","listText":"说实话我刚开始接触美股没多久,但是b站<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>我从高中就开始接触,到现在也快要有10年了,个人觉得还是比较了解的。b站的q4财报,我认为一定很精彩,原因有以下四点:1.q3季度的红利。b站q3季度财报很好看,刚一发布股价就开始疯狂抬升,但是回顾一下q3季度的一些重大出圈利好,比如风犬、说唱新时代、s10独家转播权等,这些重大利好在九月份都只是刚刚开始发力,而真正的着力点是10月。2.亏损将大幅度下降。q3财报的净利润一度达到负10e,但说实话这主要是价值8e的s10独家转播权造成的。而另一方面,随着b站用户的增多、原神等ip的发力等,收入也会有较大程度的提升。q4季度的净利润我认为很可能向正利润逼近。3.港股上市。说实话b站上市已经传了很多次风声了,但是最后都没有落实,我觉得这是b站在反复寻找最有价值,最能帮助b站发展的港股上市时机。而q3、q4财报,以及2020年全年的财报精彩数据,我觉得应该是b站选择此时为最好时机的重要原因。4.最近的b站女拳事件及股价变化。最近b站遭遇的女权风波,我觉得女拳只是表面,实际上还是资本和对手在背后挑起的事端,为的就是在b站上市前整点幺蛾子。但是结果大家也看到了,b站股价直接破了新高,广大网友都在分析说是因为美国的机构认为焦点的那部动画没有问题之类的,不构成利空。但我觉得机构也不是傻子,就算动画本身不构成利空,损失的广告和合作总是利空了吧,怎么可能直接冲b站把股价冲上新高,并且连回调幅度都那么低呢?我个人觉得这是b站自己,或者说b站的资本方们以某种形式出手了,为的是用股价来回敬对手。但是大家都不是傻子,如果b站q4财报不好看会大跌一波,不可能用这种方式来这么强硬的回敬。我个人只是一名忠实的b站用户,不了解任何内部情报,只是对b站q4季度的财报预测","text":"说实话我刚开始接触美股没多久,但是b站$哔哩哔哩(BILI)$我从高中就开始接触,到现在也快要有10年了,个人觉得还是比较了解的。b站的q4财报,我认为一定很精彩,原因有以下四点:1.q3季度的红利。b站q3季度财报很好看,刚一发布股价就开始疯狂抬升,但是回顾一下q3季度的一些重大出圈利好,比如风犬、说唱新时代、s10独家转播权等,这些重大利好在九月份都只是刚刚开始发力,而真正的着力点是10月。2.亏损将大幅度下降。q3财报的净利润一度达到负10e,但说实话这主要是价值8e的s10独家转播权造成的。而另一方面,随着b站用户的增多、原神等ip的发力等,收入也会有较大程度的提升。q4季度的净利润我认为很可能向正利润逼近。3.港股上市。说实话b站上市已经传了很多次风声了,但是最后都没有落实,我觉得这是b站在反复寻找最有价值,最能帮助b站发展的港股上市时机。而q3、q4财报,以及2020年全年的财报精彩数据,我觉得应该是b站选择此时为最好时机的重要原因。4.最近的b站女拳事件及股价变化。最近b站遭遇的女权风波,我觉得女拳只是表面,实际上还是资本和对手在背后挑起的事端,为的就是在b站上市前整点幺蛾子。但是结果大家也看到了,b站股价直接破了新高,广大网友都在分析说是因为美国的机构认为焦点的那部动画没有问题之类的,不构成利空。但我觉得机构也不是傻子,就算动画本身不构成利空,损失的广告和合作总是利空了吧,怎么可能直接冲b站把股价冲上新高,并且连回调幅度都那么低呢?我个人觉得这是b站自己,或者说b站的资本方们以某种形式出手了,为的是用股价来回敬对手。但是大家都不是傻子,如果b站q4财报不好看会大跌一波,不可能用这种方式来这么强硬的回敬。我个人只是一名忠实的b站用户,不了解任何内部情报,只是对b站q4季度的财报预测","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":8,"commentSize":12,"repostSize":1,"link":"https://laohu8.com/post/386601560","isVote":1,"tweetType":1,"viewCount":7906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552051403615187","authorId":"3552051403615187","name":"Jshfks","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3552051403615187","authorIdStr":"3552051403615187"},"content":"想请问下楼主 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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>昨晚上做梦梦见一种上市公司套壳(SPAC)操作,梦见某个资本在压价收所有流通股本给b站做壳。做完以后b站要回港首次公司上市,还梦到b站接受采访解释操作。。这梦还挺有意思的哈哈哈","text":"$哔哩哔哩(BILI)$昨晚上做梦梦见一种上市公司套壳(SPAC)操作,梦见某个资本在压价收所有流通股本给b站做壳。做完以后b站要回港首次公司上市,还梦到b站接受采访解释操作。。这梦还挺有意思的哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/329413759","isVote":1,"tweetType":1,"viewCount":2526,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557008405269629","authorId":"3557008405269629","name":"友谅投行","avatar":"https://static.tigerbbs.com/ee45f8e6b08c07c4b25e4dcfd8131709","crmLevel":3,"crmLevelSwitch":0,"idStr":"3557008405269629","authorIdStr":"3557008405269629"},"content":"是真的。今天我看到新闻了","text":"是真的。今天我看到新闻了","html":"是真的。今天我看到新闻了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326015133,"gmtCreate":1615564109922,"gmtModify":1703491070939,"author":{"id":"3575009915001799","authorId":"3575009915001799","name":"菁和han","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575009915001799","authorIdStr":"3575009915001799"},"themes":[],"htmlText":"<a 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