Cherry樱桃的个人主页 - 老虎社区

Cherry樱桃

Cherry樱桃

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IP属地：广东

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2主题

0勋章

2022-11-24

好

@中年危机互助会:降准来了！

2022-10-22

很好

@市值观察:183亿超募，超千亿估值，埃安为什么引发全行业抢投

2022-09-28

好

@Molesley:$E-mini Nasdaq 100 - main 2212(NQmain)$做多建议不要重仓明后天可以逐渐减持／平仓，中长期还是看空为主，做多需要看中期选举情况

2021-12-28

对

@3Fs:The Importance of Patience & Focusing on the Business Metric

2021-12-26

好

@石头:2021复盘 | 年利润55%，总1185%，反思过去展望未来！

2021-12-17

好

@B.God:$BlackBerry(BB)$2022-2024 Blackberry will make investors regret for not buying under $9.Free money and easiest investment ever in my14 year investing journey. I earn my first million with AMD and Bank of America. BB will make me earn my 2nd million. =)

2021-11-04

打卡

抱歉，原内容已删除

2021-10-26

不错

@Wayneqq:$Alibaba(BABA)$Looks like all the bad news have dissipated and a slew of good news such as the big purchase of baba ADRs by charlie munger… reappearance of jack ma in spain.. the unveilingof new 5nm server chips… and the upcoming singles day (11.11) should help topropel the price higher… So.. back to business fundamentals… with all the regulatory headwinds.. fines.. clampdowns.. force opening of its ecosystem etc.. baba revenue is still increasing.. so there is nothing wrong with the company even though the market has reacted negatively.. which is great news for long term investors such as charlie munger and others who went in to scoop up baba at grossly undervalued prices [Miser] [Miser]

2021-10-21

好

抱歉，原内容已删除

2021-10-04

厉害

@Buy_Sell:🔥【10月1日】港股休市，美股惨淡收官，今天有什么交易计划？

2021-08-20

中概念股值得投资吗？

抱歉，原内容已删除

去老虎APP查看更多动态

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国常会释放降准信号。今天的国常会里有几点对市场是有直接作用，最大的就是“适时适度运用降准等货币政策工具，保持流动性合理充裕。”一般国常会定调之后，过几天央行便会跟进，所以有可能这周五就能看到央行正式发布文件了。虽然每次降准很容易高开低走，但是的确是降低了货币乘数，释放出冻结的基础货币。虽然降准并不一定等于严格意义上的宽松（宽松直接看的是银行间的资金利率DR007），但确实可以影响市场预期，尤其是最近两周政策导致债市波动较大。11月15日的时候，央行缩量平价续作MLF，低于市场预期，那么本次降准就有可能填补上这个预期。国常会的剩下两个重要的表述，分别是支持平台经济健康发展，支持对设备的更新改造，以及推进保交楼专项借款尽快全面落到项目。关于最后一点，央行和银保监会随后就跟上发布了16条细则。2、 硅料降价。每周三都是光伏人打鸡血的日子，今天公布的硅料价格，均价由303元/kg下降至302元/kg，降幅0.3%。虽然降幅不大，但今年以来坚挺、持续上涨的硅料价格，首次出现了下探。过去两年的硅料供需关系的临界点，越来越近了。如果看当前的行业内的景气度，国内的集中式需求一般，分布式需求依旧火热。海外出口方面，欧洲圣诞节临近，人员用工紧张使得海运到港的组件积压在仓库中。展望明年的话，光伏的需求有可能是逐季攀升，全球23年新增装机预期大概在325GW~360GW之间，今年大概是265~300GW，都取中位数，大概增速在20%+，作为对比，22年新增装机增速在50%出头。所以看隆基、天合和晶澳等的业绩周期，今年都是大年，明年的营收端增速都会降到20%~35%之间。当然光伏的投资也不能盯着这些大块头，电池片的新技术（23年HJT的落地产能会比较大）、新型辅材，甚至是光伏屋顶这类渗透率更低的技术方向，才是首选。对于光伏的投资，我建议不要只盯着业绩，流","listText":"今天周三，市场也没什么波动，发个简版了。1、 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国常会释放降准信号。今天的国常会里有几点对市场是有直接作用，最大的就是“适时适度运用降准等货币政策工具，保持流动性合理充裕。”一般国常会定调之后，过几天央行便会跟进，所以有可能这周五就能看到央行正式发布文件了。虽然每次降准很容易高开低走，但是的确是降低了货币乘数，释放出冻结的基础货币。虽然降准并不一定等于严格意义上的宽松（宽松直接看的是银行间的资金利率DR007），但确实可以影响市场预期，尤其是最近两周政策导致债市波动较大。11月15日的时候，央行缩量平价续作MLF，低于市场预期，那么本次降准就有可能填补上这个预期。国常会的剩下两个重要的表述，分别是支持平台经济健康发展，支持对设备的更新改造，以及推进保交楼专项借款尽快全面落到项目。关于最后一点，央行和银保监会随后就跟上发布了16条细则。2、 硅料降价。每周三都是光伏人打鸡血的日子，今天公布的硅料价格，均价由303元/kg下降至302元/kg，降幅0.3%。虽然降幅不大，但今年以来坚挺、持续上涨的硅料价格，首次出现了下探。过去两年的硅料供需关系的临界点，越来越近了。如果看当前的行业内的景气度，国内的集中式需求一般，分布式需求依旧火热。海外出口方面，欧洲圣诞节临近，人员用工紧张使得海运到港的组件积压在仓库中。展望明年的话，光伏的需求有可能是逐季攀升，全球23年新增装机预期大概在325GW~360GW之间，今年大概是265~300GW，都取中位数，大概增速在20%+，作为对比，22年新增装机增速在50%出头。所以看隆基、天合和晶澳等的业绩周期，今年都是大年，明年的营收端增速都会降到20%~35%之间。当然光伏的投资也不能盯着这些大块头，电池片的新技术（23年HJT的落地产能会比较大）、新型辅材，甚至是光伏屋顶这类渗透率更低的技术方向，才是首选。对于光伏的投资，我建议不要只盯着业绩，流","images":[{"img":"https://static.tigerbbs.com/ed950244e7594182a4b1b229d30f4654","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620050105","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662697664,"gmtCreate":1666394373158,"gmtModify":1666394375937,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"很好","listText":"很好","text":"很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662697664","repostId":"662868481","repostType":1,"repost":{"id":662868481,"gmtCreate":1666339991444,"gmtModify":1666340355029,"author":{"id":"3570081676918603","authorId":"3570081676918603","name":"市值观察","avatar":"https://static.tigerbbs.com/2ece02f8b6e557cbb0666cdb9048ec85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570081676918603","authorIdStr":"3570081676918603"},"themes":[],"title":"183亿超募，超千亿估值，埃安为什么引发全行业抢投","htmlText":"近期，一件大事吸引了所有关注资本市场的人的目光。在新能源行业融资步入了“冷静期”的当下，埃安的A轮融资反而被全行业抢投，逆势超募单轮融资约183亿（超募33亿）、投后估值超千亿，成为市场“一枝独秀”的存在。在一百多家行业头部投资机构抢投的情况下，最后有53家投资机构上榜埃安投资者名单，全面覆盖了电池供应链、半导体、车路协同、能源生态、资产投行等上下游协同企业。 目前汽车及零部件行业处于现金流紧张时期，投融资难度进一步增大。据资料显示，9月新能源汽车产业投融事件仅 19 起，较8月份减少了 38.7％，且最高金额仅达13.7亿元。而从细分领域来看，目前融资事件主要集中在动力电池、新能源汽车零部件以及自动驾驶领域，新能源整车企业的融资事件不多。 有分析师表示，在当前环境下引发全行业抢投，足见埃安已成为当前智能新能源领域最具价值的投资标的。而大家也很自然地生出一个问题：埃安为什么能引发全行业抢投？这些掌握大资金和精英智囊团的资本，为什么如此看好埃安？ 【全行业抢投，埃安A轮引战创两大纪录】 超募指的是募集资金超过原计划资金的现象，在资本市场上，这是很少见的。超募最直接反映的，就是投资人的投资意愿，在投资人们投资意愿巨大的时候，投资标的才会产生溢价。 据悉，埃安A轮挂牌预期是融资150亿，但是挂牌之后，投资认购热情高涨，超百家各行业头部企业申请。过百家头部投资机构带着真金白银和各种资源而来，反而给埃安出了大难题：哪一家都不好拒绝，但是预期融资只有150亿，只能一边忍痛拒绝，一边想办法提升募集的数量从而容纳更多合作伙伴。 由于行业抢投，基于多轮谈判和自身战略需求考虑，埃安最后募集的资金超出原计划22%，多募集了33个亿，融资阶段多募集的资金就相当于一家上市企业的市值。 同时，埃安本次A轮融资也因行业抢投而创造了行业的两大记录，成为一个前所未有的现象。 首先，单笔融资183亿，是当前新","listText":"近期，一件大事吸引了所有关注资本市场的人的目光。在新能源行业融资步入了“冷静期”的当下，埃安的A轮融资反而被全行业抢投，逆势超募单轮融资约183亿（超募33亿）、投后估值超千亿，成为市场“一枝独秀”的存在。在一百多家行业头部投资机构抢投的情况下，最后有53家投资机构上榜埃安投资者名单，全面覆盖了电池供应链、半导体、车路协同、能源生态、资产投行等上下游协同企业。 目前汽车及零部件行业处于现金流紧张时期，投融资难度进一步增大。据资料显示，9月新能源汽车产业投融事件仅 19 起，较8月份减少了 38.7％，且最高金额仅达13.7亿元。而从细分领域来看，目前融资事件主要集中在动力电池、新能源汽车零部件以及自动驾驶领域，新能源整车企业的融资事件不多。 有分析师表示，在当前环境下引发全行业抢投，足见埃安已成为当前智能新能源领域最具价值的投资标的。而大家也很自然地生出一个问题：埃安为什么能引发全行业抢投？这些掌握大资金和精英智囊团的资本，为什么如此看好埃安？ 【全行业抢投，埃安A轮引战创两大纪录】 超募指的是募集资金超过原计划资金的现象，在资本市场上，这是很少见的。超募最直接反映的，就是投资人的投资意愿，在投资人们投资意愿巨大的时候，投资标的才会产生溢价。 据悉，埃安A轮挂牌预期是融资150亿，但是挂牌之后，投资认购热情高涨，超百家各行业头部企业申请。过百家头部投资机构带着真金白银和各种资源而来，反而给埃安出了大难题：哪一家都不好拒绝，但是预期融资只有150亿，只能一边忍痛拒绝，一边想办法提升募集的数量从而容纳更多合作伙伴。 由于行业抢投，基于多轮谈判和自身战略需求考虑，埃安最后募集的资金超出原计划22%，多募集了33个亿，融资阶段多募集的资金就相当于一家上市企业的市值。 同时，埃安本次A轮融资也因行业抢投而创造了行业的两大记录，成为一个前所未有的现象。 首先，单笔融资183亿，是当前新","text":"近期，一件大事吸引了所有关注资本市场的人的目光。在新能源行业融资步入了“冷静期”的当下，埃安的A轮融资反而被全行业抢投，逆势超募单轮融资约183亿（超募33亿）、投后估值超千亿，成为市场“一枝独秀”的存在。在一百多家行业头部投资机构抢投的情况下，最后有53家投资机构上榜埃安投资者名单，全面覆盖了电池供应链、半导体、车路协同、能源生态、资产投行等上下游协同企业。 目前汽车及零部件行业处于现金流紧张时期，投融资难度进一步增大。据资料显示，9月新能源汽车产业投融事件仅 19 起，较8月份减少了 38.7％，且最高金额仅达13.7亿元。而从细分领域来看，目前融资事件主要集中在动力电池、新能源汽车零部件以及自动驾驶领域，新能源整车企业的融资事件不多。 有分析师表示，在当前环境下引发全行业抢投，足见埃安已成为当前智能新能源领域最具价值的投资标的。而大家也很自然地生出一个问题：埃安为什么能引发全行业抢投？这些掌握大资金和精英智囊团的资本，为什么如此看好埃安？ 【全行业抢投，埃安A轮引战创两大纪录】 超募指的是募集资金超过原计划资金的现象，在资本市场上，这是很少见的。超募最直接反映的，就是投资人的投资意愿，在投资人们投资意愿巨大的时候，投资标的才会产生溢价。 据悉，埃安A轮挂牌预期是融资150亿，但是挂牌之后，投资认购热情高涨，超百家各行业头部企业申请。过百家头部投资机构带着真金白银和各种资源而来，反而给埃安出了大难题：哪一家都不好拒绝，但是预期融资只有150亿，只能一边忍痛拒绝，一边想办法提升募集的数量从而容纳更多合作伙伴。 由于行业抢投，基于多轮谈判和自身战略需求考虑，埃安最后募集的资金超出原计划22%，多募集了33个亿，融资阶段多募集的资金就相当于一家上市企业的市值。 同时，埃安本次A轮融资也因行业抢投而创造了行业的两大记录，成为一个前所未有的现象。 首先，单笔融资183亿，是当前新","images":[{"img":"https://static.tigerbbs.com/20b4a7d0a0b886584a1ff2b3e9e74646"},{"img":"https://static.tigerbbs.com/b22635bce3a6940d118ccd702e267547"},{"img":"https://static.tigerbbs.com/c8270c8bac674b66d818fe7f1be7b94b"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662868481","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668067231,"gmtCreate":1664326695124,"gmtModify":1664326697486,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668067231","repostId":"668016239","repostType":1,"repost":{"id":668016239,"gmtCreate":1664293961121,"gmtModify":1664293963518,"author":{"id":"4123977143944472","authorId":"4123977143944472","name":"Molesley","avatar":"https://static.tigerbbs.com/205707e831eaffb9caeca6584f189d30","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123977143944472","authorIdStr":"4123977143944472"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$E-mini Nasdaq 100 - main 2212(NQmain)$</a>做多建议不要重仓 明后天可以逐渐减持／平仓，中长期还是看空为主，做多需要看中期选举情况","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$E-mini Nasdaq 100 - main 2212(NQmain)$</a>做多建议不要重仓 明后天可以逐渐减持／平仓，中长期还是看空为主，做多需要看中期选举情况","text":"$E-mini Nasdaq 100 - main 2212(NQmain)$做多建议不要重仓 明后天可以逐渐减持／平仓，中长期还是看空为主，做多需要看中期选举情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668016239","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696828909,"gmtCreate":1640666295212,"gmtModify":1640666295212,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"对","listText":"对","text":"对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696828909","repostId":"693142877","repostType":1,"repost":{"id":693142877,"gmtCreate":1639992045092,"gmtModify":1640070100633,"author":{"id":"3556134694513016","authorId":"3556134694513016","name":"3Fs","avatar":"https://static.tigerbbs.com/26cf959de8173b4a8aaee5e8568a8eff","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556134694513016","authorIdStr":"3556134694513016"},"themes":[],"title":"The Importance of Patience & Focusing on the Business Metric","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a> Amazon has one of the most impressive compounder chart history in many years.After accounting for three rounds of stock splits in more than 2 decades, the stock has advanced from $1.50 back in 1997 to $3400 today in 2021. That is a whooping return of more than 200,000% return in a period of slightly more than 2 decades.Based on the above charts, you would have thought it would be an easy ride to ride the uptrend across the full 2 decades to where you are today.A $1,000 investment back in 1997 would have returned you about $2m today, after accounting for all the stock splits that happened along the way.However, if you look at each milestone and the struggles it came across on each economic cycle, you would realise th","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a> Amazon has one of the most impressive compounder chart history in many years.After accounting for three rounds of stock splits in more than 2 decades, the stock has advanced from $1.50 back in 1997 to $3400 today in 2021. That is a whooping return of more than 200,000% return in a period of slightly more than 2 decades.Based on the above charts, you would have thought it would be an easy ride to ride the uptrend across the full 2 decades to where you are today.A $1,000 investment back in 1997 would have returned you about $2m today, after accounting for all the stock splits that happened along the way.However, if you look at each milestone and the struggles it came across on each economic cycle, you would realise th","text":"$Amazon.com(AMZN)$ Amazon has one of the most impressive compounder chart history in many years.After accounting for three rounds of stock splits in more than 2 decades, the stock has advanced from $1.50 back in 1997 to $3400 today in 2021. 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2021.11.30)截止2020年11月30日，账户总资产为30.5万美金（2017年9月开户，成本4万美金）。详情可以翻看我2020年的总结： 回顾2020年得与失，年入100万能否达成？ 2021上半年","images":[{"img":"https://static.tigerbbs.com/6ced93d3a67c0c864bc97db1efd99187","width":"374","height":"157"},{"img":"https://static.tigerbbs.com/03f4bdfc0bc282445371e3e4b127b036","width":"402","height":"743"},{"img":"https://static.tigerbbs.com/424ccf7701ab322d582a3b996cf095d5","width":"673","height":"188"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691198886","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690719417,"gmtCreate":1639708071941,"gmtModify":1639708071941,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690719417","repostId":"690390811","repostType":1,"repost":{"id":690390811,"gmtCreate":1639629120777,"gmtModify":1639639601482,"author":{"id":"3574968450404111","authorId":"3574968450404111","name":"B.God","avatar":"https://static.tigerbbs.com/8fba96cdefc2640a0413c00996aed28d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574968450404111","authorIdStr":"3574968450404111"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>2022-2024 Blackberry will make investors regret for not buying under $9.Free money and easiest investment ever in my14 year investing journey. I earn my first&nbsp;million&nbsp;with AMD and Bank of America. BB will make me earn my 2nd million. =)","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>2022-2024 Blackberry will make investors regret for not buying under $9.Free money and easiest investment ever in my14 year investing journey. I earn my first&nbsp;million&nbsp;with AMD and Bank of America. BB will make me earn my 2nd million. =)","text":"$BlackBerry(BB)$2022-2024 Blackberry will make investors regret for not buying under $9.Free money and easiest investment ever in my14 year investing journey. I earn my first million with AMD and Bank of America. BB will make me earn my 2nd million. =)","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690390811","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848889190,"gmtCreate":1635988982943,"gmtModify":1635988982943,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"打卡","listText":"打卡","text":"打卡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848889190","repostId":"2180676329","repostType":2,"isVote":1,"tweetType":1,"viewCount":2979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856444193,"gmtCreate":1635209885355,"gmtModify":1635209885355,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856444193","repostId":"858853993","repostType":1,"repost":{"id":858853993,"gmtCreate":1635038548187,"gmtModify":1635113081519,"author":{"id":"3574671931921507","authorId":"3574671931921507","name":"Wayneqq","avatar":"https://static.tigerbbs.com/05d24be2c05653913e90f51e69cfe2a8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574671931921507","authorIdStr":"3574671931921507"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Looks like all the bad news have dissipated and a slew of good news such as the big purchase of baba ADRs&nbsp;by charlie munger…&nbsp;reappearance of jack ma in spain.. the unveilingof new 5nm&nbsp;server chips… and the upcoming singles day (11.11) should help topropel the price higher…&nbsp; So.. back to business&nbsp;fundamentals… with all the regulatory headwinds.. fines.. clampdowns.. force opening of its ecosystem etc.. baba revenue is still increasing.. so there is nothing wrong with the company even though the market has reacted negatively.. which is great news for long term&nbsp;investors such as charlie munger and others&nbsp;who went in to scoop up baba at grossly undervalued prices [Miser]&nbsp;[Miser]&nbsp;","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Looks like all the bad news have dissipated and a slew of good news such as the big purchase of baba ADRs&nbsp;by charlie munger…&nbsp;reappearance of jack ma in spain.. the unveilingof new 5nm&nbsp;server chips… and the upcoming singles day (11.11) should help topropel the price higher…&nbsp; So.. back to business&nbsp;fundamentals… with all the regulatory headwinds.. fines.. clampdowns.. force opening of its ecosystem etc.. baba revenue is still increasing.. so there is nothing wrong with the company even though the market has reacted negatively.. which is great news for long term&nbsp;investors such as charlie munger and others&nbsp;who went in to scoop up baba at grossly undervalued prices [Miser]&nbsp;[Miser]&nbsp;","text":"$Alibaba(BABA)$Looks like all the bad news have dissipated and a slew of good news such as the big purchase of baba ADRs by charlie munger… reappearance of jack ma in spain.. the unveilingof new 5nm server chips… and the upcoming singles day (11.11) should help topropel the price higher… So.. back to business fundamentals… with all the regulatory headwinds.. fines.. clampdowns.. force opening of its ecosystem etc.. baba revenue is still increasing.. so there is nothing wrong with the company even though the market has reacted negatively.. which is great news for long term investors such as charlie munger and others who went in to scoop up baba at grossly undervalued prices [Miser] [Miser]","images":[{"img":"https://static.tigerbbs.com/b1c491ac217aa58bed2c909e020f92c0","width":"828","height":"1632"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858853993","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853384994,"gmtCreate":1634774370787,"gmtModify":1634774370787,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853384994","repostId":"2177434692","repostType":2,"isVote":1,"tweetType":1,"viewCount":3168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867458050,"gmtCreate":1633310130241,"gmtModify":1633310130241,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"厉害","listText":"厉害","text":"厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867458050","repostId":"864336652","repostType":1,"repost":{"id":864336652,"gmtCreate":1633055492572,"gmtModify":1716217787206,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🔥【10月1日】港股休市，美股惨淡收官，今天有什么交易计划？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 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周四，纽约商品交易所12月交割","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864336652","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838418306,"gmtCreate":1629423579105,"gmtModify":1629424261949,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"中概念股值得投资吗？","listText":"中概念股值得投资吗？","text":"中概念股值得投资吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838418306","repostId":"1196316660","repostType":2,"isVote":1,"tweetType":1,"viewCount":1318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":856444193,"gmtCreate":1635209885355,"gmtModify":1635209885355,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856444193","repostId":"858853993","repostType":1,"repost":{"id":858853993,"gmtCreate":1635038548187,"gmtModify":1635113081519,"author":{"id":"3574671931921507","authorId":"3574671931921507","name":"Wayneqq","avatar":"https://static.tigerbbs.com/05d24be2c05653913e90f51e69cfe2a8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574671931921507","authorIdStr":"3574671931921507"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Looks like all the bad news have dissipated and a slew of good news such as the big purchase of baba ADRs&nbsp;by charlie munger…&nbsp;reappearance of jack ma in spain.. the unveilingof new 5nm&nbsp;server chips… and the upcoming singles day (11.11) should help topropel the price higher…&nbsp; So.. back to business&nbsp;fundamentals… with all the regulatory headwinds.. fines.. clampdowns.. force opening of its ecosystem etc.. baba revenue is still increasing.. so there is nothing wrong with the company even though the market has reacted negatively.. which is great news for long term&nbsp;investors such as charlie munger and others&nbsp;who went in to scoop up baba at grossly undervalued prices [Miser]&nbsp;[Miser]&nbsp;","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Looks like all the bad news have dissipated and a slew of good news such as the big purchase of baba ADRs&nbsp;by charlie munger…&nbsp;reappearance of jack ma in spain.. the unveilingof new 5nm&nbsp;server chips… and the upcoming singles day (11.11) should help topropel the price higher…&nbsp; So.. back to business&nbsp;fundamentals… with all the regulatory headwinds.. fines.. clampdowns.. force opening of its ecosystem etc.. baba revenue is still increasing.. so there is nothing wrong with the company even though the market has reacted negatively.. which is great news for long term&nbsp;investors such as charlie munger and others&nbsp;who went in to scoop up baba at grossly undervalued prices [Miser]&nbsp;[Miser]&nbsp;","text":"$Alibaba(BABA)$Looks like all the bad news have dissipated and a slew of good news such as the big purchase of baba ADRs by charlie munger… reappearance of jack ma in spain.. the unveilingof new 5nm server chips… and the upcoming singles day (11.11) should help topropel the price higher… So.. back to business fundamentals… with all the regulatory headwinds.. fines.. clampdowns.. force opening of its ecosystem etc.. baba revenue is still increasing.. so there is nothing wrong with the company even though the market has reacted negatively.. which is great news for long term investors such as charlie munger and others who went in to scoop up baba at grossly undervalued prices [Miser] [Miser]","images":[{"img":"https://static.tigerbbs.com/b1c491ac217aa58bed2c909e020f92c0","width":"828","height":"1632"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858853993","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838418306,"gmtCreate":1629423579105,"gmtModify":1629424261949,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"中概念股值得投资吗？","listText":"中概念股值得投资吗？","text":"中概念股值得投资吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838418306","repostId":"1196316660","repostType":2,"isVote":1,"tweetType":1,"viewCount":1318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853384994,"gmtCreate":1634774370787,"gmtModify":1634774370787,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853384994","repostId":"2177434692","repostType":2,"isVote":1,"tweetType":1,"viewCount":3168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867458050,"gmtCreate":1633310130241,"gmtModify":1633310130241,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"厉害","listText":"厉害","text":"厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867458050","repostId":"864336652","repostType":1,"repost":{"id":864336652,"gmtCreate":1633055492572,"gmtModify":1716217787206,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🔥【10月1日】港股休市，美股惨淡收官，今天有什么交易计划？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 美股市场 隔夜美股全线收跌，截止收盘，道指跌1.59%；纳指跌0.44%；标普500指数跌1.19%。道指在9月份下跌4.3%，纳指下跌5.3%。标普500指数在9月份下跌4.8%，录得1月份以来的首个月度下跌，并创2020年3月以来的最大月度跌幅。 热门中概股周四收盘多数走高，<a target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a> 涨近8%，此前宣布拟出售其课后辅导业务。新能源汽车股中，<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 涨近3%，<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 涨超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 涨超1%。其他公司方面，<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 涨近2%，<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a> 、陌陌涨超1%，<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 涨近1%。 期货市场 周四，纽约商品交易所12月交割","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 美股市场 隔夜美股全线收跌，截止收盘，道指跌1.59%；纳指跌0.44%；标普500指数跌1.19%。道指在9月份下跌4.3%，纳指下跌5.3%。标普500指数在9月份下跌4.8%，录得1月份以来的首个月度下跌，并创2020年3月以来的最大月度跌幅。 热门中概股周四收盘多数走高，<a 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周四，纽约商品交易所12月交割","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864336652","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690719417,"gmtCreate":1639708071941,"gmtModify":1639708071941,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690719417","repostId":"690390811","repostType":1,"repost":{"id":690390811,"gmtCreate":1639629120777,"gmtModify":1639639601482,"author":{"id":"3574968450404111","authorId":"3574968450404111","name":"B.God","avatar":"https://static.tigerbbs.com/8fba96cdefc2640a0413c00996aed28d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574968450404111","authorIdStr":"3574968450404111"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>2022-2024 Blackberry will make investors regret for not buying under $9.Free money and easiest investment ever in my14 year investing journey. I earn my first&nbsp;million&nbsp;with AMD and Bank of America. BB will make me earn my 2nd million. =)","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>2022-2024 Blackberry will make investors regret for not buying under $9.Free money and easiest investment ever in my14 year investing journey. I earn my first&nbsp;million&nbsp;with AMD and Bank of America. BB will make me earn my 2nd million. =)","text":"$BlackBerry(BB)$2022-2024 Blackberry will make investors regret for not buying under $9.Free money and easiest investment ever in my14 year investing journey. I earn my first million with AMD and Bank of America. BB will make me earn my 2nd million. =)","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690390811","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848889190,"gmtCreate":1635988982943,"gmtModify":1635988982943,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"打卡","listText":"打卡","text":"打卡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848889190","repostId":"2180676329","repostType":2,"isVote":1,"tweetType":1,"viewCount":2979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620058221,"gmtCreate":1669245909063,"gmtModify":1669245910537,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620058221","repostId":"620050105","repostType":1,"repost":{"id":620050105,"gmtCreate":1669213860000,"gmtModify":1669239761937,"author":{"id":"9000000000000073","authorId":"9000000000000073","name":"中年危机互助会","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000073","authorIdStr":"9000000000000073"},"themes":[],"title":"降准来了！","htmlText":"今天周三，市场也没什么波动，发个简版了。1、 国常会释放降准信号。今天的国常会里有几点对市场是有直接作用，最大的就是“适时适度运用降准等货币政策工具，保持流动性合理充裕。”一般国常会定调之后，过几天央行便会跟进，所以有可能这周五就能看到央行正式发布文件了。虽然每次降准很容易高开低走，但是的确是降低了货币乘数，释放出冻结的基础货币。虽然降准并不一定等于严格意义上的宽松（宽松直接看的是银行间的资金利率DR007），但确实可以影响市场预期，尤其是最近两周政策导致债市波动较大。11月15日的时候，央行缩量平价续作MLF，低于市场预期，那么本次降准就有可能填补上这个预期。国常会的剩下两个重要的表述，分别是支持平台经济健康发展，支持对设备的更新改造，以及推进保交楼专项借款尽快全面落到项目。关于最后一点，央行和银保监会随后就跟上发布了16条细则。2、 硅料降价。每周三都是光伏人打鸡血的日子，今天公布的硅料价格，均价由303元/kg下降至302元/kg，降幅0.3%。虽然降幅不大，但今年以来坚挺、持续上涨的硅料价格，首次出现了下探。过去两年的硅料供需关系的临界点，越来越近了。如果看当前的行业内的景气度，国内的集中式需求一般，分布式需求依旧火热。海外出口方面，欧洲圣诞节临近，人员用工紧张使得海运到港的组件积压在仓库中。展望明年的话，光伏的需求有可能是逐季攀升，全球23年新增装机预期大概在325GW~360GW之间，今年大概是265~300GW，都取中位数，大概增速在20%+，作为对比，22年新增装机增速在50%出头。所以看隆基、天合和晶澳等的业绩周期，今年都是大年，明年的营收端增速都会降到20%~35%之间。当然光伏的投资也不能盯着这些大块头，电池片的新技术（23年HJT的落地产能会比较大）、新型辅材，甚至是光伏屋顶这类渗透率更低的技术方向，才是首选。对于光伏的投资，我建议不要只盯着业绩，流","listText":"今天周三，市场也没什么波动，发个简版了。1、 国常会释放降准信号。今天的国常会里有几点对市场是有直接作用，最大的就是“适时适度运用降准等货币政策工具，保持流动性合理充裕。”一般国常会定调之后，过几天央行便会跟进，所以有可能这周五就能看到央行正式发布文件了。虽然每次降准很容易高开低走，但是的确是降低了货币乘数，释放出冻结的基础货币。虽然降准并不一定等于严格意义上的宽松（宽松直接看的是银行间的资金利率DR007），但确实可以影响市场预期，尤其是最近两周政策导致债市波动较大。11月15日的时候，央行缩量平价续作MLF，低于市场预期，那么本次降准就有可能填补上这个预期。国常会的剩下两个重要的表述，分别是支持平台经济健康发展，支持对设备的更新改造，以及推进保交楼专项借款尽快全面落到项目。关于最后一点，央行和银保监会随后就跟上发布了16条细则。2、 硅料降价。每周三都是光伏人打鸡血的日子，今天公布的硅料价格，均价由303元/kg下降至302元/kg，降幅0.3%。虽然降幅不大，但今年以来坚挺、持续上涨的硅料价格，首次出现了下探。过去两年的硅料供需关系的临界点，越来越近了。如果看当前的行业内的景气度，国内的集中式需求一般，分布式需求依旧火热。海外出口方面，欧洲圣诞节临近，人员用工紧张使得海运到港的组件积压在仓库中。展望明年的话，光伏的需求有可能是逐季攀升，全球23年新增装机预期大概在325GW~360GW之间，今年大概是265~300GW，都取中位数，大概增速在20%+，作为对比，22年新增装机增速在50%出头。所以看隆基、天合和晶澳等的业绩周期，今年都是大年，明年的营收端增速都会降到20%~35%之间。当然光伏的投资也不能盯着这些大块头，电池片的新技术（23年HJT的落地产能会比较大）、新型辅材，甚至是光伏屋顶这类渗透率更低的技术方向，才是首选。对于光伏的投资，我建议不要只盯着业绩，流","text":"今天周三，市场也没什么波动，发个简版了。1、 国常会释放降准信号。今天的国常会里有几点对市场是有直接作用，最大的就是“适时适度运用降准等货币政策工具，保持流动性合理充裕。”一般国常会定调之后，过几天央行便会跟进，所以有可能这周五就能看到央行正式发布文件了。虽然每次降准很容易高开低走，但是的确是降低了货币乘数，释放出冻结的基础货币。虽然降准并不一定等于严格意义上的宽松（宽松直接看的是银行间的资金利率DR007），但确实可以影响市场预期，尤其是最近两周政策导致债市波动较大。11月15日的时候，央行缩量平价续作MLF，低于市场预期，那么本次降准就有可能填补上这个预期。国常会的剩下两个重要的表述，分别是支持平台经济健康发展，支持对设备的更新改造，以及推进保交楼专项借款尽快全面落到项目。关于最后一点，央行和银保监会随后就跟上发布了16条细则。2、 硅料降价。每周三都是光伏人打鸡血的日子，今天公布的硅料价格，均价由303元/kg下降至302元/kg，降幅0.3%。虽然降幅不大，但今年以来坚挺、持续上涨的硅料价格，首次出现了下探。过去两年的硅料供需关系的临界点，越来越近了。如果看当前的行业内的景气度，国内的集中式需求一般，分布式需求依旧火热。海外出口方面，欧洲圣诞节临近，人员用工紧张使得海运到港的组件积压在仓库中。展望明年的话，光伏的需求有可能是逐季攀升，全球23年新增装机预期大概在325GW~360GW之间，今年大概是265~300GW，都取中位数，大概增速在20%+，作为对比，22年新增装机增速在50%出头。所以看隆基、天合和晶澳等的业绩周期，今年都是大年，明年的营收端增速都会降到20%~35%之间。当然光伏的投资也不能盯着这些大块头，电池片的新技术（23年HJT的落地产能会比较大）、新型辅材，甚至是光伏屋顶这类渗透率更低的技术方向，才是首选。对于光伏的投资，我建议不要只盯着业绩，流","images":[{"img":"https://static.tigerbbs.com/ed950244e7594182a4b1b229d30f4654","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620050105","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662697664,"gmtCreate":1666394373158,"gmtModify":1666394375937,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"很好","listText":"很好","text":"很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662697664","repostId":"662868481","repostType":1,"repost":{"id":662868481,"gmtCreate":1666339991444,"gmtModify":1666340355029,"author":{"id":"3570081676918603","authorId":"3570081676918603","name":"市值观察","avatar":"https://static.tigerbbs.com/2ece02f8b6e557cbb0666cdb9048ec85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570081676918603","authorIdStr":"3570081676918603"},"themes":[],"title":"183亿超募，超千亿估值，埃安为什么引发全行业抢投","htmlText":"近期，一件大事吸引了所有关注资本市场的人的目光。在新能源行业融资步入了“冷静期”的当下，埃安的A轮融资反而被全行业抢投，逆势超募单轮融资约183亿（超募33亿）、投后估值超千亿，成为市场“一枝独秀”的存在。在一百多家行业头部投资机构抢投的情况下，最后有53家投资机构上榜埃安投资者名单，全面覆盖了电池供应链、半导体、车路协同、能源生态、资产投行等上下游协同企业。 目前汽车及零部件行业处于现金流紧张时期，投融资难度进一步增大。据资料显示，9月新能源汽车产业投融事件仅 19 起，较8月份减少了 38.7％，且最高金额仅达13.7亿元。而从细分领域来看，目前融资事件主要集中在动力电池、新能源汽车零部件以及自动驾驶领域，新能源整车企业的融资事件不多。 有分析师表示，在当前环境下引发全行业抢投，足见埃安已成为当前智能新能源领域最具价值的投资标的。而大家也很自然地生出一个问题：埃安为什么能引发全行业抢投？这些掌握大资金和精英智囊团的资本，为什么如此看好埃安？ 【全行业抢投，埃安A轮引战创两大纪录】 超募指的是募集资金超过原计划资金的现象，在资本市场上，这是很少见的。超募最直接反映的，就是投资人的投资意愿，在投资人们投资意愿巨大的时候，投资标的才会产生溢价。 据悉，埃安A轮挂牌预期是融资150亿，但是挂牌之后，投资认购热情高涨，超百家各行业头部企业申请。过百家头部投资机构带着真金白银和各种资源而来，反而给埃安出了大难题：哪一家都不好拒绝，但是预期融资只有150亿，只能一边忍痛拒绝，一边想办法提升募集的数量从而容纳更多合作伙伴。 由于行业抢投，基于多轮谈判和自身战略需求考虑，埃安最后募集的资金超出原计划22%，多募集了33个亿，融资阶段多募集的资金就相当于一家上市企业的市值。 同时，埃安本次A轮融资也因行业抢投而创造了行业的两大记录，成为一个前所未有的现象。 首先，单笔融资183亿，是当前新","listText":"近期，一件大事吸引了所有关注资本市场的人的目光。在新能源行业融资步入了“冷静期”的当下，埃安的A轮融资反而被全行业抢投，逆势超募单轮融资约183亿（超募33亿）、投后估值超千亿，成为市场“一枝独秀”的存在。在一百多家行业头部投资机构抢投的情况下，最后有53家投资机构上榜埃安投资者名单，全面覆盖了电池供应链、半导体、车路协同、能源生态、资产投行等上下游协同企业。 目前汽车及零部件行业处于现金流紧张时期，投融资难度进一步增大。据资料显示，9月新能源汽车产业投融事件仅 19 起，较8月份减少了 38.7％，且最高金额仅达13.7亿元。而从细分领域来看，目前融资事件主要集中在动力电池、新能源汽车零部件以及自动驾驶领域，新能源整车企业的融资事件不多。 有分析师表示，在当前环境下引发全行业抢投，足见埃安已成为当前智能新能源领域最具价值的投资标的。而大家也很自然地生出一个问题：埃安为什么能引发全行业抢投？这些掌握大资金和精英智囊团的资本，为什么如此看好埃安？ 【全行业抢投，埃安A轮引战创两大纪录】 超募指的是募集资金超过原计划资金的现象，在资本市场上，这是很少见的。超募最直接反映的，就是投资人的投资意愿，在投资人们投资意愿巨大的时候，投资标的才会产生溢价。 据悉，埃安A轮挂牌预期是融资150亿，但是挂牌之后，投资认购热情高涨，超百家各行业头部企业申请。过百家头部投资机构带着真金白银和各种资源而来，反而给埃安出了大难题：哪一家都不好拒绝，但是预期融资只有150亿，只能一边忍痛拒绝，一边想办法提升募集的数量从而容纳更多合作伙伴。 由于行业抢投，基于多轮谈判和自身战略需求考虑，埃安最后募集的资金超出原计划22%，多募集了33个亿，融资阶段多募集的资金就相当于一家上市企业的市值。 同时，埃安本次A轮融资也因行业抢投而创造了行业的两大记录，成为一个前所未有的现象。 首先，单笔融资183亿，是当前新","text":"近期，一件大事吸引了所有关注资本市场的人的目光。在新能源行业融资步入了“冷静期”的当下，埃安的A轮融资反而被全行业抢投，逆势超募单轮融资约183亿（超募33亿）、投后估值超千亿，成为市场“一枝独秀”的存在。在一百多家行业头部投资机构抢投的情况下，最后有53家投资机构上榜埃安投资者名单，全面覆盖了电池供应链、半导体、车路协同、能源生态、资产投行等上下游协同企业。 目前汽车及零部件行业处于现金流紧张时期，投融资难度进一步增大。据资料显示，9月新能源汽车产业投融事件仅 19 起，较8月份减少了 38.7％，且最高金额仅达13.7亿元。而从细分领域来看，目前融资事件主要集中在动力电池、新能源汽车零部件以及自动驾驶领域，新能源整车企业的融资事件不多。 有分析师表示，在当前环境下引发全行业抢投，足见埃安已成为当前智能新能源领域最具价值的投资标的。而大家也很自然地生出一个问题：埃安为什么能引发全行业抢投？这些掌握大资金和精英智囊团的资本，为什么如此看好埃安？ 【全行业抢投，埃安A轮引战创两大纪录】 超募指的是募集资金超过原计划资金的现象，在资本市场上，这是很少见的。超募最直接反映的，就是投资人的投资意愿，在投资人们投资意愿巨大的时候，投资标的才会产生溢价。 据悉，埃安A轮挂牌预期是融资150亿，但是挂牌之后，投资认购热情高涨，超百家各行业头部企业申请。过百家头部投资机构带着真金白银和各种资源而来，反而给埃安出了大难题：哪一家都不好拒绝，但是预期融资只有150亿，只能一边忍痛拒绝，一边想办法提升募集的数量从而容纳更多合作伙伴。 由于行业抢投，基于多轮谈判和自身战略需求考虑，埃安最后募集的资金超出原计划22%，多募集了33个亿，融资阶段多募集的资金就相当于一家上市企业的市值。 同时，埃安本次A轮融资也因行业抢投而创造了行业的两大记录，成为一个前所未有的现象。 首先，单笔融资183亿，是当前新","images":[{"img":"https://static.tigerbbs.com/20b4a7d0a0b886584a1ff2b3e9e74646"},{"img":"https://static.tigerbbs.com/b22635bce3a6940d118ccd702e267547"},{"img":"https://static.tigerbbs.com/c8270c8bac674b66d818fe7f1be7b94b"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662868481","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668067231,"gmtCreate":1664326695124,"gmtModify":1664326697486,"author":{"id":"3576060031289725","authorId":"3576060031289725","name":"Cherry樱桃","avatar":"https://static.tigerbbs.com/59f445d9e00579e31801f7cd8afb02e9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576060031289725","authorIdStr":"3576060031289725"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668067231","repostId":"668016239","repostType":1,"repost":{"id":668016239,"gmtCreate":1664293961121,"gmtModify":1664293963518,"author":{"id":"4123977143944472","authorId":"4123977143944472","name":"Molesley","avatar":"https://static.tigerbbs.com/205707e831eaffb9caeca6584f189d30","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4123977143944472","authorIdStr":"4123977143944472"},"themes":[],"htmlText":"<a 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2021.11.30)截止2020年11月30日，账户总资产为30.5万美金（2017年9月开户，成本4万美金）。详情可以翻看我2020年的总结： <a href=\"https://www.laohu8.com/post/333517159\" target=\"_blank\">回顾2020年得与失，年入100万能否达成？</a> <a href=\"https://www.laohu8.com/post/158937006\" target=\"_blank\">2021上半年</a>","listText":"大家好，我是石头。原本计划在明年初在写这篇文章，不过12月初的时候收到虎妞消息，问要不要来参加社区活动，当然是要来的呀。就是一看截止日期为2021年12月31日，没关系，咱们提前构思……月初时候，看了下市场走势和持仓股票，理论上是可以在年底交一份还不错的收官报告，然而疫情再次变种大幅扩散让原本就不稳定的市场更加起伏不定，随着市场上的各种内外忧患，外加手里有多个账户持股过多，导致在Q4季度期间对公开账户的经营情况“漫不经心”，结果利润出现回撤，虽然全年仍跑赢了大盘，但是这是我投资股票生涯中，回报率最差的一年。因此12月初至今，我多次复盘今年的操作，翻阅了曾经写下的大量笔记，以及反思今年错失的机会；在2021年12月1日老虎空间站关闭之前，该账户没有任何期权操作，原因之前有提到过，我不希望跟着“抄作业”的朋友们太过于依赖期权这个工具，期权浮动比较大，尝多了“甜头”容易出现“赌徒心态”，不展示不代表我不在其他账户上使用期权工具。（期权交易有风险，请勿过分依赖。期权入门知识，请参考这篇文章：<a href=\"https://www.laohu8.com/post/866473897\" target=\"_blank\">期权是什么 | 股票套牢怎么办？这份期权回血策略送给你</a>）账户情况统计（2020.11.30 - 2021.11.30)截止2020年11月30日，账户总资产为30.5万美金（2017年9月开户，成本4万美金）。详情可以翻看我2020年的总结： <a href=\"https://www.laohu8.com/post/333517159\" target=\"_blank\">回顾2020年得与失，年入100万能否达成？</a> <a href=\"https://www.laohu8.com/post/158937006\" target=\"_blank\">2021上半年</a>","text":"大家好，我是石头。原本计划在明年初在写这篇文章，不过12月初的时候收到虎妞消息，问要不要来参加社区活动，当然是要来的呀。就是一看截止日期为2021年12月31日，没关系，咱们提前构思……月初时候，看了下市场走势和持仓股票，理论上是可以在年底交一份还不错的收官报告，然而疫情再次变种大幅扩散让原本就不稳定的市场更加起伏不定，随着市场上的各种内外忧患，外加手里有多个账户持股过多，导致在Q4季度期间对公开账户的经营情况“漫不经心”，结果利润出现回撤，虽然全年仍跑赢了大盘，但是这是我投资股票生涯中，回报率最差的一年。因此12月初至今，我多次复盘今年的操作，翻阅了曾经写下的大量笔记，以及反思今年错失的机会；在2021年12月1日老虎空间站关闭之前，该账户没有任何期权操作，原因之前有提到过，我不希望跟着“抄作业”的朋友们太过于依赖期权这个工具，期权浮动比较大，尝多了“甜头”容易出现“赌徒心态”，不展示不代表我不在其他账户上使用期权工具。（期权交易有风险，请勿过分依赖。期权入门知识，请参考这篇文章：期权是什么 | 股票套牢怎么办？这份期权回血策略送给你）账户情况统计（2020.11.30 - 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