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我是南七道
2021-03-26
今天B站港股暗盘大跌6个点。他们发布的港股招股书,竟然把公司名字都写错了。原来是用了和百度同一家律师事务所,模板名字忘记改了。搞得央视网都看不过去了。金融行业真是鱼龙混杂。$哔哩哔哩-SW(09626.HK)$$百度集团-SW(09888.HK)$
我是南七道
2021-03-24
在互联网大佬里,只有雷军不断被小弟们捧为导师,包括今天离职的小米合伙人周受资、小鹏汽车的何小鹏、猎豹的傅盛。但雷军曾说,自己最讨厌当导师了。马云和马化腾从没如此。$小米集团-W(01810)$ $小鹏汽车(XPEV)$ $腾讯控股(00700)$
我是南七道
2021-03-23
股评家有多不靠谱?詹姆斯.西蒙斯说过这样一件事,由于他们的量化交易系统不稳定,导致了小麦期货被错误卖出,从而引发价格崩盘。结果美国股评家煞有其事的分析说,这是市场担心农业欠收引发的反应。在西蒙斯看来,股评家没有一个字值得信任。
我是南七道
2021-03-22
电子烟要被纳入监管,悦刻$雾芯科技(RLX)$ 盘前跌去100亿美金,跌幅高达34%。不利的一面,暴利终结,相关公司股价波动在所难免;有利的一面,行业终于有了标准,不排除更多巨头和资本下场参与。
我是南七道
2021-03-22
分析巴菲特操盘伯克希尔哈撒韦的投资成绩,从1965到现在,一共是55年,一共增长了27000多倍,年化回报20.3%。以2000年为转折点,可以分为两个阶段,第一阶段是高速成长期,1965-2000年,35年,年化超过25%,中间有多年收益超过30%。第二阶段是平稳期,2000-2020年,20年,年化10%,08年亏损-9%多。与之对应的是,美国GDP也发生着剧烈变化。在1960年代,美国GDP增长率保持在6%左右,一直到2000年,还保持着4%的增长率,(中间有个别年份负增长或低于4%)。但在2000年后,基本是在2%左右。大师之所以成为大师,就是把握住了好的大势。$腾讯控股(00700.HK)$$小米集团-W(01810.HK)$$贵州茅台(600519.SH)$
我是南七道
2021-03-19
看财报,重点不是看财报里说了什么,而是看没说什么。比如今天乐信
$乐信(LX)$
发布了2020年财报,官方海报里的营业额和用户数都在上涨,全年营业总收入达116亿元人民币,同比增长9%;活跃用户数增加了31.2%。 但海报里没提到年度净利润,翻完整个财报文件,才知道是“经调整后的净利润为9.03亿元,同比减少62.9%”。
我是南七道
2021-03-18
昨晚和一个做股权投资的老板吃饭,她自己投了电动车相关的股票,但一直是亏损的,在她看来,二级股市比一级股权投资难多了。“一级市场可以到企业做大量调研,拿到很多有用的信息和数据。但股市的信息鱼龙混杂,市场风云变幻,即使是搞投资的,也很容易踩坑。”$特斯拉(TSLA.US)$$蔚来汽车概念(BK0721.SH)$$小鹏汽车(XPEV.US)$
我是南七道
2021-03-17
做男人生意的吉列刀片,2005年因经营不善,570亿美金卖给了宝洁。做女人生意的爱马仕,十八年涨了160倍,现在市值1000多亿欧元。但替买爱马仕女人买单的,大多是男人。所以男人的钱到底是好赚,还是不好赚?$宝洁(PG.US)$
我是南七道
2021-03-16
发现一个有意思的现象,那些成功的大投资家,大多很长寿。巴菲特91岁,查理·芒格97岁,索罗斯91岁,詹姆斯·西蒙斯83岁,朱里安·罗伯逊89岁,其中芒格和西蒙斯还经历了丧子之痛。但他们的状态依然很好。除了有钱,心态因素至关重要。他们见惯了各种大风大浪,经历了各种崩盘和暴涨,闲庭信步,心态平和,生活中发生再大的事,打垮不了他们。$腾讯控股(00700.HK)$$美团-W(03690.HK)$$贵州茅台(600519.SH)$
我是南七道
2021-03-15
管理层痴迷MBA和商学院的公司,大多经营的很差劲。我认识一家广州和一家深圳的互联网公司,分别在美国和香港上市,上市的当天就是顶峰期,然后一路下滑,下跌超过60%,多年市值徘徊在10-20亿人民币之间。它们的核心管理层狂热衷MBA,朋友圈大部分是和商学院同学聚会、参访、品酒、跑步等,几乎看不到对行业和公司的思考。
$汇丰控股(00005)$
$中国平安(02318)$
$小米集团-W(01810)$
我是南七道
2021-03-13
杰克·韦尔奇在《赢》第一页写到,“商学院是制造混乱的根源之一”。$百度(BIDU)$ $贵州茅台(SH600519)$ $腾讯控股(00700)$
我是南七道
2021-03-11
1990年代,西蒙斯的大奖章基金成立后不久,收益很不稳定。于是他让核心高管布朗等人,每周看3篇知名金融学者写的股市预测论文。看完600篇论文,每一篇都头头是道,但去执行时发现千疮百孔,于是他们确认了一个真理,“没人可以预测股市,都是在胡说八道。”尽管如此,现在预测股市的言论,依然会很受欢迎。$富途控股(FUTU.US)$ $贵州茅台(600519.SH)$ $腾讯控股(00700.HK)$
我是南七道
2021-03-10
分析顶级的投资大佬的经验,除了关注他们的投资成绩,也要看看他们的社会关系网络。比如号称比巴菲特还厉害的詹姆斯·西蒙斯,老师是世界顶级数学家,大学同学、同事都是大神级别的数学家和科学家,两个老婆都是博士。这样的经历,其实参考价值有限,根本没法复制。$腾讯控股(00700.HK)$$美团-W(03690.HK)$$贵州茅台(600519.SH)$
我是南七道
2021-03-09
股市上涨收获利润,股市下跌可以收获段子。$腾讯控股(00700)$ $贵州茅台(SH600519)$ $美团-W(03690)$
我是南七道
2021-03-08
年回报率比巴菲特还高的詹姆斯·西蒙斯,他的文艺复兴公司算是量化交易鼻祖,年复利的回报率高达35%,他主张高频短期交易,很多交易持有仅一天半。但巴菲特主张长期且集中的持有,比如可口可乐持有超过32年。各花入各眼,别盲目崇拜,关键是得要学得会。$可口可乐(KO)$ $中国平安(02318)$ $美团-W(03690)$
我是南七道
2021-03-05
发现一个有趣的现象,投资大佬的离婚率普遍很高,比如利弗莫尔(3次婚姻)、巴菲特、查理芒格、索罗斯(3次婚姻)、李录、詹姆斯·西蒙斯等,可能因为投资压力普遍太高,很难与人进行那些生活琐事交流。反而是冷冰冰的数据更亲切。$腾讯控股(00700)$ $美团-W(03690)$ $贵州茅台(SH600519)$
我是南七道
2021-03-03
做人三不原则:绝对不能劝人分手,炒股,创业。$腾讯控股(00700)$ $贵州茅台(SH600519)$ $美团-W(03690)$
我是南七道
2021-03-02
今天引发港股大跌的“二次加税”的新闻,盘后被辟谣。但感觉这只是试探,加税成了这些人增加收入仅有的底牌。$恒生指数(800000.HK)$ $香港交易所(00388.HK)$
我是南七道
2021-03-01
现在只要是家中概股,都想着回港二次上市。$汽车之家(ATHM.US)$ $中国平安(02318.HK)$ $中国平安(601318.SH)$
我是南七道
2021-02-26
看了一天绿色,终于见到红色了。$微盟集团(02013.HK)$ $阿里巴巴(BABA.US)$ $小米集团-W(01810.HK)$
去老虎APP查看更多动态
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$腾讯控股(00700)$","images":[{"img":"https://static.tigerbbs.com/bd24976c4457583c86b9d4b0c1c2021b","width":"1170","height":"2532"},{"img":"https://static.tigerbbs.com/a814a81d1ba1aebe44498a9386031c4a","width":"744","height":"729"},{"img":"https://static.tigerbbs.com/eab492c741fcd2c18469df2f48fca34e","width":"1170","height":"2130"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351622305","isVote":1,"tweetType":1,"viewCount":5419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":353288990,"gmtCreate":1616501337410,"gmtModify":1616501337410,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"股评家有多不靠谱?詹姆斯.西蒙斯说过这样一件事,由于他们的量化交易系统不稳定,导致了小麦期货被错误卖出,从而引发价格崩盘。结果美国股评家煞有其事的分析说,这是市场担心农业欠收引发的反应。在西蒙斯看来,股评家没有一个字值得信任。","listText":"股评家有多不靠谱?詹姆斯.西蒙斯说过这样一件事,由于他们的量化交易系统不稳定,导致了小麦期货被错误卖出,从而引发价格崩盘。结果美国股评家煞有其事的分析说,这是市场担心农业欠收引发的反应。在西蒙斯看来,股评家没有一个字值得信任。","text":"股评家有多不靠谱?詹姆斯.西蒙斯说过这样一件事,由于他们的量化交易系统不稳定,导致了小麦期货被错误卖出,从而引发价格崩盘。结果美国股评家煞有其事的分析说,这是市场担心农业欠收引发的反应。在西蒙斯看来,股评家没有一个字值得信任。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353288990","isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359566395,"gmtCreate":1616414092817,"gmtModify":1616414092817,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"电子烟要被纳入监管,悦刻$雾芯科技(RLX)$ 盘前跌去100亿美金,跌幅高达34%。不利的一面,暴利终结,相关公司股价波动在所难免;有利的一面,行业终于有了标准,不排除更多巨头和资本下场参与。","listText":"电子烟要被纳入监管,悦刻$雾芯科技(RLX)$ 盘前跌去100亿美金,跌幅高达34%。不利的一面,暴利终结,相关公司股价波动在所难免;有利的一面,行业终于有了标准,不排除更多巨头和资本下场参与。","text":"电子烟要被纳入监管,悦刻$雾芯科技(RLX)$ 盘前跌去100亿美金,跌幅高达34%。不利的一面,暴利终结,相关公司股价波动在所难免;有利的一面,行业终于有了标准,不排除更多巨头和资本下场参与。","images":[{"img":"https://static.tigerbbs.com/e73b40eb92a732986c9a0037e7061d45","width":"1170","height":"1640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/359566395","isVote":1,"tweetType":1,"viewCount":7958,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550568515085700","authorId":"3550568515085700","name":"当代食神","avatar":"https://static.tigerbbs.com/d77f788c62b85360bc0e2574ee026969","crmLevel":2,"crmLevelSwitch":0},"content":"我也是这样看 机构最喜欢看的就是市场变成现在这个样子好入场 小散一看机构入场了 纷纷再回来追肉","text":"我也是这样看 机构最喜欢看的就是市场变成现在这个样子好入场 小散一看机构入场了 纷纷再回来追肉","html":"我也是这样看 机构最喜欢看的就是市场变成现在这个样子好入场 小散一看机构入场了 纷纷再回来追肉"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359204035,"gmtCreate":1616400880227,"gmtModify":1616400880227,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"分析巴菲特操盘伯克希尔哈撒韦的投资成绩,从1965到现在,一共是55年,一共增长了27000多倍,年化回报20.3%。以2000年为转折点,可以分为两个阶段,第一阶段是高速成长期,1965-2000年,35年,年化超过25%,中间有多年收益超过30%。第二阶段是平稳期,2000-2020年,20年,年化10%,08年亏损-9%多。与之对应的是,美国GDP也发生着剧烈变化。在1960年代,美国GDP增长率保持在6%左右,一直到2000年,还保持着4%的增长率,(中间有个别年份负增长或低于4%)。但在2000年后,基本是在2%左右。大师之所以成为大师,就是把握住了好的大势。$腾讯控股(00700.HK)$$小米集团-W(01810.HK)$$贵州茅台(600519.SH)$","listText":"分析巴菲特操盘伯克希尔哈撒韦的投资成绩,从1965到现在,一共是55年,一共增长了27000多倍,年化回报20.3%。以2000年为转折点,可以分为两个阶段,第一阶段是高速成长期,1965-2000年,35年,年化超过25%,中间有多年收益超过30%。第二阶段是平稳期,2000-2020年,20年,年化10%,08年亏损-9%多。与之对应的是,美国GDP也发生着剧烈变化。在1960年代,美国GDP增长率保持在6%左右,一直到2000年,还保持着4%的增长率,(中间有个别年份负增长或低于4%)。但在2000年后,基本是在2%左右。大师之所以成为大师,就是把握住了好的大势。$腾讯控股(00700.HK)$$小米集团-W(01810.HK)$$贵州茅台(600519.SH)$","text":"分析巴菲特操盘伯克希尔哈撒韦的投资成绩,从1965到现在,一共是55年,一共增长了27000多倍,年化回报20.3%。以2000年为转折点,可以分为两个阶段,第一阶段是高速成长期,1965-2000年,35年,年化超过25%,中间有多年收益超过30%。第二阶段是平稳期,2000-2020年,20年,年化10%,08年亏损-9%多。与之对应的是,美国GDP也发生着剧烈变化。在1960年代,美国GDP增长率保持在6%左右,一直到2000年,还保持着4%的增长率,(中间有个别年份负增长或低于4%)。但在2000年后,基本是在2%左右。大师之所以成为大师,就是把握住了好的大势。$腾讯控股(00700.HK)$$小米集团-W(01810.HK)$$贵州茅台(600519.SH)$","images":[{"img":"https://static.tigerbbs.com/aa8c3d869829bc450aa495b74b768d2f","width":"1587","height":"524"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359204035","isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":350068067,"gmtCreate":1616139661559,"gmtModify":1616139661559,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看财报,重点不是看财报里说了什么,而是看没说什么。比如今天乐信<a 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但海报里没提到年度净利润,翻完整个财报文件,才知道是“经调整后的净利润为9.03亿元,同比减少62.9%”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/350068067","isVote":1,"tweetType":1,"viewCount":7152,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571776672759908","authorId":"3571776672759908","name":"律仔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"上半年亏太多了,4季度5个亿,利润可以了","text":"上半年亏太多了,4季度5个亿,利润可以了","html":"上半年亏太多了,4季度5个亿,利润可以了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327966599,"gmtCreate":1616051819711,"gmtModify":1703496896254,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"昨晚和一个做股权投资的老板吃饭,她自己投了电动车相关的股票,但一直是亏损的,在她看来,二级股市比一级股权投资难多了。“一级市场可以到企业做大量调研,拿到很多有用的信息和数据。但股市的信息鱼龙混杂,市场风云变幻,即使是搞投资的,也很容易踩坑。”$特斯拉(TSLA.US)$$蔚来汽车概念(BK0721.SH)$$小鹏汽车(XPEV.US)$","listText":"昨晚和一个做股权投资的老板吃饭,她自己投了电动车相关的股票,但一直是亏损的,在她看来,二级股市比一级股权投资难多了。“一级市场可以到企业做大量调研,拿到很多有用的信息和数据。但股市的信息鱼龙混杂,市场风云变幻,即使是搞投资的,也很容易踩坑。”$特斯拉(TSLA.US)$$蔚来汽车概念(BK0721.SH)$$小鹏汽车(XPEV.US)$","text":"昨晚和一个做股权投资的老板吃饭,她自己投了电动车相关的股票,但一直是亏损的,在她看来,二级股市比一级股权投资难多了。“一级市场可以到企业做大量调研,拿到很多有用的信息和数据。但股市的信息鱼龙混杂,市场风云变幻,即使是搞投资的,也很容易踩坑。”$特斯拉(TSLA.US)$$蔚来汽车概念(BK0721.SH)$$小鹏汽车(XPEV.US)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327966599","isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324387724,"gmtCreate":1615964837668,"gmtModify":1703495605705,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"做男人生意的吉列刀片,2005年因经营不善,570亿美金卖给了宝洁。做女人生意的爱马仕,十八年涨了160倍,现在市值1000多亿欧元。但替买爱马仕女人买单的,大多是男人。所以男人的钱到底是好赚,还是不好赚?$宝洁(PG.US)$","listText":"做男人生意的吉列刀片,2005年因经营不善,570亿美金卖给了宝洁。做女人生意的爱马仕,十八年涨了160倍,现在市值1000多亿欧元。但替买爱马仕女人买单的,大多是男人。所以男人的钱到底是好赚,还是不好赚?$宝洁(PG.US)$","text":"做男人生意的吉列刀片,2005年因经营不善,570亿美金卖给了宝洁。做女人生意的爱马仕,十八年涨了160倍,现在市值1000多亿欧元。但替买爱马仕女人买单的,大多是男人。所以男人的钱到底是好赚,还是不好赚?$宝洁(PG.US)$","images":[{"img":"https://static.tigerbbs.com/48d18614dd3ccd3999dd52c591b15499","width":"2604","height":"1328"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324387724","isVote":1,"tweetType":1,"viewCount":1906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":325164212,"gmtCreate":1615877844036,"gmtModify":1703494339674,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"发现一个有意思的现象,那些成功的大投资家,大多很长寿。巴菲特91岁,查理·芒格97岁,索罗斯91岁,詹姆斯·西蒙斯83岁,朱里安·罗伯逊89岁,其中芒格和西蒙斯还经历了丧子之痛。但他们的状态依然很好。除了有钱,心态因素至关重要。他们见惯了各种大风大浪,经历了各种崩盘和暴涨,闲庭信步,心态平和,生活中发生再大的事,打垮不了他们。$腾讯控股(00700.HK)$$美团-W(03690.HK)$$贵州茅台(600519.SH)$","listText":"发现一个有意思的现象,那些成功的大投资家,大多很长寿。巴菲特91岁,查理·芒格97岁,索罗斯91岁,詹姆斯·西蒙斯83岁,朱里安·罗伯逊89岁,其中芒格和西蒙斯还经历了丧子之痛。但他们的状态依然很好。除了有钱,心态因素至关重要。他们见惯了各种大风大浪,经历了各种崩盘和暴涨,闲庭信步,心态平和,生活中发生再大的事,打垮不了他们。$腾讯控股(00700.HK)$$美团-W(03690.HK)$$贵州茅台(600519.SH)$","text":"发现一个有意思的现象,那些成功的大投资家,大多很长寿。巴菲特91岁,查理·芒格97岁,索罗斯91岁,詹姆斯·西蒙斯83岁,朱里安·罗伯逊89岁,其中芒格和西蒙斯还经历了丧子之痛。但他们的状态依然很好。除了有钱,心态因素至关重要。他们见惯了各种大风大浪,经历了各种崩盘和暴涨,闲庭信步,心态平和,生活中发生再大的事,打垮不了他们。$腾讯控股(00700.HK)$$美团-W(03690.HK)$$贵州茅台(600519.SH)$","images":[{"img":"https://static.tigerbbs.com/8b9f6a87acec753e96b95f68fe2acfd2","width":"1519","height":"705"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325164212","isVote":1,"tweetType":1,"viewCount":1428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":322891859,"gmtCreate":1615791406871,"gmtModify":1703492987036,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"管理层痴迷MBA和商学院的公司,大多经营的很差劲。我认识一家广州和一家深圳的互联网公司,分别在美国和香港上市,上市的当天就是顶峰期,然后一路下滑,下跌超过60%,多年市值徘徊在10-20亿人民币之间。它们的核心管理层狂热衷MBA,朋友圈大部分是和商学院同学聚会、参访、品酒、跑步等,几乎看不到对行业和公司的思考。<a target=\"_blank\" href=\"https://laohu8.com/S/00005\">$汇丰控股(00005)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","listText":"管理层痴迷MBA和商学院的公司,大多经营的很差劲。我认识一家广州和一家深圳的互联网公司,分别在美国和香港上市,上市的当天就是顶峰期,然后一路下滑,下跌超过60%,多年市值徘徊在10-20亿人民币之间。它们的核心管理层狂热衷MBA,朋友圈大部分是和商学院同学聚会、参访、品酒、跑步等,几乎看不到对行业和公司的思考。<a target=\"_blank\" href=\"https://laohu8.com/S/00005\">$汇丰控股(00005)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a><a target=\"_blank\" 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target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>","text":"2020年3月买入特斯拉股票之后,有两次大跌,一次跌17%,是马斯克喝醉了,发推特说自家股价太高了,那时大约是200美金(按分股后价格),后来最高涨到了900美金;还有一次跌了21%,因为没有如期被纳入标普500。但这个时间,我问自己,特斯拉这家公司变坏了吗?并没有任何变化,这是我能从78美金拿到780美金的原因。今天暴跌,大部分公司变坏了吗?$特斯拉(TSLA)$$苹果(AAPL)$$拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":2,"link":"https://laohu8.com/post/363588097","isVote":1,"tweetType":1,"viewCount":4223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350068067,"gmtCreate":1616139661559,"gmtModify":1616139661559,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看财报,重点不是看财报里说了什么,而是看没说什么。比如今天乐信<a target=\"_blank\" 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target=\"_blank\" href=\"https://laohu8.com/S/000878\">$云南铜业(000878)$</a>","listText":"春节放假前,在深圳开工厂的同学就说,金银铜等所有的贵金属材料都暴涨,很快紫金矿业等连续涨停。但不懂不做,这块的股票,我一毛钱都没买。<a target=\"_blank\" href=\"https://laohu8.com/S/601899\">$紫金矿业(601899)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/000878\">$云南铜业(000878)$</a>","text":"春节放假前,在深圳开工厂的同学就说,金银铜等所有的贵金属材料都暴涨,很快紫金矿业等连续涨停。但不懂不做,这块的股票,我一毛钱都没买。$紫金矿业(601899)$$云南铜业(000878)$","images":[{"img":"https://static.tigerbbs.com/aaf73eb8a24bb82dd6d2b4831316c399","width":"830","height":"1486"},{"img":"https://static.tigerbbs.com/8b30a5432eb86f75623e903cfd601e83","width":"827","height":"1479"},{"img":"https://static.tigerbbs.com/a1e8c8e3215f227cd7a8159f9713bc09","width":"831","height":"1485"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369442982","isVote":1,"tweetType":1,"viewCount":2439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":360781271,"gmtCreate":1613978596993,"gmtModify":1613978596993,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今天五粮液和茅台大跌。看好的人有机会补仓,讨厌的人感觉自己被验证了。但白酒真是个好东西,喜欢和讨厌都能受益。看好白酒的,买了股票,这些年赚到了钱;讨厌白酒的,只要是骂茅台的视频和文章,总能在网上赚到了一些流量,有了流量也能去赚一些钱。总之,双方都平衡到了,社会和谐了。<a target=\"_blank\" href=\"https://laohu8.com/S/000858\">$五粮液(000858)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/000799\">$酒鬼酒(000799)$</a>","listText":"今天五粮液和茅台大跌。看好的人有机会补仓,讨厌的人感觉自己被验证了。但白酒真是个好东西,喜欢和讨厌都能受益。看好白酒的,买了股票,这些年赚到了钱;讨厌白酒的,只要是骂茅台的视频和文章,总能在网上赚到了一些流量,有了流量也能去赚一些钱。总之,双方都平衡到了,社会和谐了。<a target=\"_blank\" href=\"https://laohu8.com/S/000858\">$五粮液(000858)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/000799\">$酒鬼酒(000799)$</a>","text":"今天五粮液和茅台大跌。看好的人有机会补仓,讨厌的人感觉自己被验证了。但白酒真是个好东西,喜欢和讨厌都能受益。看好白酒的,买了股票,这些年赚到了钱;讨厌白酒的,只要是骂茅台的视频和文章,总能在网上赚到了一些流量,有了流量也能去赚一些钱。总之,双方都平衡到了,社会和谐了。$五粮液(000858)$$贵州茅台(600519)$$酒鬼酒(000799)$","images":[{"img":"https://static.tigerbbs.com/703f97f33ffcbe5ec5caa26aaa2362d4","width":"1080","height":"2337"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360781271","isVote":1,"tweetType":1,"viewCount":1889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":326202198,"gmtCreate":1615645629114,"gmtModify":1703491868355,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"杰克·韦尔奇在《赢》第一页写到,“商学院是制造混乱的根源之一”。$百度(BIDU)$ $贵州茅台(SH600519)$ 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$贵州茅台(SH600519)$","images":[{"img":"https://static.tigerbbs.com/c1c16d008830579760c353f05cb4f049","width":"1140","height":"855"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/367805891","isVote":1,"tweetType":1,"viewCount":2453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":361705725,"gmtCreate":1614259876767,"gmtModify":1614259876767,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"女基民的爱,太不坚定了。涨时,是男神,叫人家小坤坤;跌时,是渣男,叫人家菜菜坤。<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","listText":"女基民的爱,太不坚定了。涨时,是男神,叫人家小坤坤;跌时,是渣男,叫人家菜菜坤。<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","text":"女基民的爱,太不坚定了。涨时,是男神,叫人家小坤坤;跌时,是渣男,叫人家菜菜坤。$阿里巴巴(BABA)$$拼多多(PDD)$$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361705725","isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356986192,"gmtCreate":1616748734516,"gmtModify":1616748734516,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今天B站港股暗盘大跌6个点。他们发布的港股招股书,竟然把公司名字都写错了。原来是用了和百度同一家律师事务所,模板名字忘记改了。搞得央视网都看不过去了。金融行业真是鱼龙混杂。$哔哩哔哩-SW(09626.HK)$$百度集团-SW(09888.HK)$","listText":"今天B站港股暗盘大跌6个点。他们发布的港股招股书,竟然把公司名字都写错了。原来是用了和百度同一家律师事务所,模板名字忘记改了。搞得央视网都看不过去了。金融行业真是鱼龙混杂。$哔哩哔哩-SW(09626.HK)$$百度集团-SW(09888.HK)$","text":"今天B站港股暗盘大跌6个点。他们发布的港股招股书,竟然把公司名字都写错了。原来是用了和百度同一家律师事务所,模板名字忘记改了。搞得央视网都看不过去了。金融行业真是鱼龙混杂。$哔哩哔哩-SW(09626.HK)$$百度集团-SW(09888.HK)$","images":[{"img":"https://static.tigerbbs.com/cd7f3cb10d08bf043f2996ff8db6ccd7","width":"1080","height":"2337"},{"img":"https://static.tigerbbs.com/fb55219a7b73a99c09a85c34da8066d4","width":"1080","height":"2337"},{"img":"https://static.tigerbbs.com/ad467853eb6b9b5e9c018e56f63cd1a4","width":"1080","height":"1308"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356986192","isVote":1,"tweetType":1,"viewCount":1716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":353288990,"gmtCreate":1616501337410,"gmtModify":1616501337410,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"股评家有多不靠谱?詹姆斯.西蒙斯说过这样一件事,由于他们的量化交易系统不稳定,导致了小麦期货被错误卖出,从而引发价格崩盘。结果美国股评家煞有其事的分析说,这是市场担心农业欠收引发的反应。在西蒙斯看来,股评家没有一个字值得信任。","listText":"股评家有多不靠谱?詹姆斯.西蒙斯说过这样一件事,由于他们的量化交易系统不稳定,导致了小麦期货被错误卖出,从而引发价格崩盘。结果美国股评家煞有其事的分析说,这是市场担心农业欠收引发的反应。在西蒙斯看来,股评家没有一个字值得信任。","text":"股评家有多不靠谱?詹姆斯.西蒙斯说过这样一件事,由于他们的量化交易系统不稳定,导致了小麦期货被错误卖出,从而引发价格崩盘。结果美国股评家煞有其事的分析说,这是市场担心农业欠收引发的反应。在西蒙斯看来,股评家没有一个字值得信任。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353288990","isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359204035,"gmtCreate":1616400880227,"gmtModify":1616400880227,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"分析巴菲特操盘伯克希尔哈撒韦的投资成绩,从1965到现在,一共是55年,一共增长了27000多倍,年化回报20.3%。以2000年为转折点,可以分为两个阶段,第一阶段是高速成长期,1965-2000年,35年,年化超过25%,中间有多年收益超过30%。第二阶段是平稳期,2000-2020年,20年,年化10%,08年亏损-9%多。与之对应的是,美国GDP也发生着剧烈变化。在1960年代,美国GDP增长率保持在6%左右,一直到2000年,还保持着4%的增长率,(中间有个别年份负增长或低于4%)。但在2000年后,基本是在2%左右。大师之所以成为大师,就是把握住了好的大势。$腾讯控股(00700.HK)$$小米集团-W(01810.HK)$$贵州茅台(600519.SH)$","listText":"分析巴菲特操盘伯克希尔哈撒韦的投资成绩,从1965到现在,一共是55年,一共增长了27000多倍,年化回报20.3%。以2000年为转折点,可以分为两个阶段,第一阶段是高速成长期,1965-2000年,35年,年化超过25%,中间有多年收益超过30%。第二阶段是平稳期,2000-2020年,20年,年化10%,08年亏损-9%多。与之对应的是,美国GDP也发生着剧烈变化。在1960年代,美国GDP增长率保持在6%左右,一直到2000年,还保持着4%的增长率,(中间有个别年份负增长或低于4%)。但在2000年后,基本是在2%左右。大师之所以成为大师,就是把握住了好的大势。$腾讯控股(00700.HK)$$小米集团-W(01810.HK)$$贵州茅台(600519.SH)$","text":"分析巴菲特操盘伯克希尔哈撒韦的投资成绩,从1965到现在,一共是55年,一共增长了27000多倍,年化回报20.3%。以2000年为转折点,可以分为两个阶段,第一阶段是高速成长期,1965-2000年,35年,年化超过25%,中间有多年收益超过30%。第二阶段是平稳期,2000-2020年,20年,年化10%,08年亏损-9%多。与之对应的是,美国GDP也发生着剧烈变化。在1960年代,美国GDP增长率保持在6%左右,一直到2000年,还保持着4%的增长率,(中间有个别年份负增长或低于4%)。但在2000年后,基本是在2%左右。大师之所以成为大师,就是把握住了好的大势。$腾讯控股(00700.HK)$$小米集团-W(01810.HK)$$贵州茅台(600519.SH)$","images":[{"img":"https://static.tigerbbs.com/aa8c3d869829bc450aa495b74b768d2f","width":"1587","height":"524"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359204035","isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":327966599,"gmtCreate":1616051819711,"gmtModify":1703496896254,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"昨晚和一个做股权投资的老板吃饭,她自己投了电动车相关的股票,但一直是亏损的,在她看来,二级股市比一级股权投资难多了。“一级市场可以到企业做大量调研,拿到很多有用的信息和数据。但股市的信息鱼龙混杂,市场风云变幻,即使是搞投资的,也很容易踩坑。”$特斯拉(TSLA.US)$$蔚来汽车概念(BK0721.SH)$$小鹏汽车(XPEV.US)$","listText":"昨晚和一个做股权投资的老板吃饭,她自己投了电动车相关的股票,但一直是亏损的,在她看来,二级股市比一级股权投资难多了。“一级市场可以到企业做大量调研,拿到很多有用的信息和数据。但股市的信息鱼龙混杂,市场风云变幻,即使是搞投资的,也很容易踩坑。”$特斯拉(TSLA.US)$$蔚来汽车概念(BK0721.SH)$$小鹏汽车(XPEV.US)$","text":"昨晚和一个做股权投资的老板吃饭,她自己投了电动车相关的股票,但一直是亏损的,在她看来,二级股市比一级股权投资难多了。“一级市场可以到企业做大量调研,拿到很多有用的信息和数据。但股市的信息鱼龙混杂,市场风云变幻,即使是搞投资的,也很容易踩坑。”$特斯拉(TSLA.US)$$蔚来汽车概念(BK0721.SH)$$小鹏汽车(XPEV.US)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327966599","isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324387724,"gmtCreate":1615964837668,"gmtModify":1703495605705,"author":{"id":"3575603342339860","authorId":"3575603342339860","name":"我是南七道","avatar":"https://static.tigerbbs.com/7e6f821006b7a1d621096252fc535e3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"做男人生意的吉列刀片,2005年因经营不善,570亿美金卖给了宝洁。做女人生意的爱马仕,十八年涨了160倍,现在市值1000多亿欧元。但替买爱马仕女人买单的,大多是男人。所以男人的钱到底是好赚,还是不好赚?$宝洁(PG.US)$","listText":"做男人生意的吉列刀片,2005年因经营不善,570亿美金卖给了宝洁。做女人生意的爱马仕,十八年涨了160倍,现在市值1000多亿欧元。但替买爱马仕女人买单的,大多是男人。所以男人的钱到底是好赚,还是不好赚?$宝洁(PG.US)$","text":"做男人生意的吉列刀片,2005年因经营不善,570亿美金卖给了宝洁。做女人生意的爱马仕,十八年涨了160倍,现在市值1000多亿欧元。但替买爱马仕女人买单的,大多是男人。所以男人的钱到底是好赚,还是不好赚?$宝洁(PG.US)$","images":[{"img":"https://static.tigerbbs.com/48d18614dd3ccd3999dd52c591b15499","width":"2604","height":"1328"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324387724","isVote":1,"tweetType":1,"viewCount":1906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}