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段长
2021-02-21
好好的了👍
段长
2021-02-22
复合增长的好看
@爱投资的八一:陪伴伟大的企业,赚复合增长的钱
段长
2021-02-21
一样的牛市
段长
2021-02-23
这篇文章不错,转发给大家看
@33_Tiger:一起来读书,我的假期读物~
段长
2021-03-05
成熟制程是中芯国际的优势,目前公司仍在努力扩产成熟制程,面对美国的松绑,中芯国际将破茧而出。
@自由的交易员Andy:完整内部研报及内部视频后期将在空间站分享(空间站暂未开通,手动@爱发红包的虎妞 )内容要点:1.投资质量公式三要素;2.确定性的两个维度;3.锁定赔率从入场和止损开始;4.黄金周线级别的支撑和压力均线;5.股市下跌时的防守性个股举例;6.双汇发展和福耀玻璃;7.AUDNZD强弱切换的日线级别压力分析$黄金主连(GCmain)$$双汇发展(000895)$$福耀玻璃(600660)$
段长
2021-03-04
在炒股的这条道上,我走的并不平坦,是不断的摸着石头过河,踩过许多坑,犯过许多错,也交过昂贵的学费。^
@小虎AV:不想再次见证熔断了[眼眼][流泪]$纳斯达克(.IXIC)$
段长
2021-02-26
这篇文章不错,转发给大家看
抱歉,原内容已删除
段长
2021-02-25
我们的政策依然是合适的,因为失业率还很高,劳动力市场距离充分就业还非常遥远。
抱歉,原内容已删除
段长
2021-02-23
波浪壮观
抱歉,原内容已删除
段长
2021-02-23
人有多大胆,地有多大产[得意]
抱歉,原内容已删除
段长
2021-02-15
这篇文章不错,转发给大家看
@小虎周报:CrowdStrike研报:网络安全后起之秀,云安全龙头
段长
2021-02-15
这篇文章不错,转发给大家看
抱歉,原内容已删除
段长
2021-02-15
这篇文章不错,转发给大家看
@小虎访谈:【虎友访谈】21岁美女聊炒股:就像谈恋爱一样,选择即相信!
段长
2021-03-04
在炒股的这条道上,我走的并不平坦,是不断的摸着石头过河,踩过许多坑,犯过许多错,也交过昂贵的学费。
段长
2021-03-04
印花税提升、美债收益率飙升、内地公募发行降温,港股遭遇“三连击”。
抱歉,原内容已删除
段长
2021-03-03
企业可以重来,但信用不行。巴顿将军说:“衡量一个人成功的标准,不是看这个人站在顶峰的时候,而是看这个人从顶峰跌落低谷之后的反弹力。”
@段长:好好的了👍
段长
2021-03-03
企业可以重来,但信用不行。巴顿将军说:“衡量一个人成功的标准,不是看这个人站在顶峰的时候,而是看这个人从顶峰跌落低谷之后的反弹力。”
@我是卡布斯:重仓赚钱,心态第一
段长
2021-03-03
$C-Cube Genetics, Inc.(CUBG)$
持续向好
段长
2021-02-28
关注一些最近超跌,但是净利润和ROE都不错的股票,以后超大概率会补涨。
美股入门课:股票的基础概念
段长
2021-02-27
回调风险的警报,且由于涨幅过高过快,回调的幅度也将超过传统水平。
抱歉,原内容已删除
去老虎APP查看更多动态
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我观察的领先于纳斯达克大盘的指标---苹果的走势现已经显示出微妙变化。昨天大盘暴跌,苹果并没有创新低,今天早盘带头向上。昨天和大前天创下近期低点时都伴随着成交量的明显放大,显示有大资金在逢低大量吸纳。这些都是苹果已经探明低点,将要进入大幅反弹的迹象。 表明:大资金已经认为苹果已经调整到位,这波科技成长股的清理泡沫的疾风暴雨已经接近尾声。大盘将掉头向上。 但由于市场主力资金已经基本上完成调仓换股,市场热点已经转向通胀受益股和国家纾困资金、复苏资金受益股,科技成长股整体将在一段时间内处于被边缘化的处境,不再会有向去年那样的整体大行情。但个体的大行情依然会有。所以,认真审视自己手中的科技成长股,估值依然过高的要趁反弹果断出清,成长性特别好依然低估的可以继续持仓。 追随市场热点,及时调整自己的持仓,今年才会有好的收益。要小心防止赚了指数没赚钱的尴尬结果。当指数再创新高的时候,希望虎友们的资产也创出新高。","listText":" 我观察的领先于纳斯达克大盘的指标---苹果的走势现已经显示出微妙变化。昨天大盘暴跌,苹果并没有创新低,今天早盘带头向上。昨天和大前天创下近期低点时都伴随着成交量的明显放大,显示有大资金在逢低大量吸纳。这些都是苹果已经探明低点,将要进入大幅反弹的迹象。 表明:大资金已经认为苹果已经调整到位,这波科技成长股的清理泡沫的疾风暴雨已经接近尾声。大盘将掉头向上。 但由于市场主力资金已经基本上完成调仓换股,市场热点已经转向通胀受益股和国家纾困资金、复苏资金受益股,科技成长股整体将在一段时间内处于被边缘化的处境,不再会有向去年那样的整体大行情。但个体的大行情依然会有。所以,认真审视自己手中的科技成长股,估值依然过高的要趁反弹果断出清,成长性特别好依然低估的可以继续持仓。 追随市场热点,及时调整自己的持仓,今年才会有好的收益。要小心防止赚了指数没赚钱的尴尬结果。当指数再创新高的时候,希望虎友们的资产也创出新高。","text":"我观察的领先于纳斯达克大盘的指标---苹果的走势现已经显示出微妙变化。昨天大盘暴跌,苹果并没有创新低,今天早盘带头向上。昨天和大前天创下近期低点时都伴随着成交量的明显放大,显示有大资金在逢低大量吸纳。这些都是苹果已经探明低点,将要进入大幅反弹的迹象。 表明:大资金已经认为苹果已经调整到位,这波科技成长股的清理泡沫的疾风暴雨已经接近尾声。大盘将掉头向上。 但由于市场主力资金已经基本上完成调仓换股,市场热点已经转向通胀受益股和国家纾困资金、复苏资金受益股,科技成长股整体将在一段时间内处于被边缘化的处境,不再会有向去年那样的整体大行情。但个体的大行情依然会有。所以,认真审视自己手中的科技成长股,估值依然过高的要趁反弹果断出清,成长性特别好依然低估的可以继续持仓。 追随市场热点,及时调整自己的持仓,今年才会有好的收益。要小心防止赚了指数没赚钱的尴尬结果。当指数再创新高的时候,希望虎友们的资产也创出新高。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368782153","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368126715,"gmtCreate":1614301755237,"gmtModify":1703476028367,"author":{"id":"3576299712296606","authorId":"3576299712296606","authorIdStr":"3576299712296606","name":"段长","avatar":"https://static.tigerbbs.com/43ad757347ea2ce6833f09884bc3cb3b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368126715","repostId":"1102584603","repostType":2,"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368126379,"gmtCreate":1614301673891,"gmtModify":1703476027855,"author":{"id":"3576299712296606","authorId":"3576299712296606","authorIdStr":"3576299712296606","name":"段长","avatar":"https://static.tigerbbs.com/43ad757347ea2ce6833f09884bc3cb3b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"听听新政府的说辞,他们并没有把标普500指数或投资回报率作为衡量成败的指标。相反,他们致力于解决市场中一些更大的不平等问题,比如收入不平等。这意味着我们将看到不那么好的市场回报,但总体经济回报可能更大。","listText":"听听新政府的说辞,他们并没有把标普500指数或投资回报率作为衡量成败的指标。相反,他们致力于解决市场中一些更大的不平等问题,比如收入不平等。这意味着我们将看到不那么好的市场回报,但总体经济回报可能更大。","text":"听听新政府的说辞,他们并没有把标普500指数或投资回报率作为衡量成败的指标。相反,他们致力于解决市场中一些更大的不平等问题,比如收入不平等。这意味着我们将看到不那么好的市场回报,但总体经济回报可能更大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368126379","repostId":"384114628","repostType":1,"repost":{"id":384114628,"gmtCreate":1613624340000,"gmtModify":1613673110714,"author":{"id":"3524030243818067","authorId":"3524030243818067","authorIdStr":"3524030243818067","name":"巴伦周刊","avatar":"https://static.tigerbbs.com/2a88e8bd37e8c66a6dfdca78e1466369","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"“拜登市”不会像“特朗普市”| 巴伦专访","htmlText":"文|《巴伦周刊》撰稿人莱斯利·诺顿(Leslie P. Norton) 编辑|彭韧 拜登上任之后,是时候买进周期股和小盘股了。 是时候买入周期股和小盘股了。这是一个大胆的呼吁,尤其是对于那些在过去10年中形成了“热炉思维”的基金经理来说。但这一次,备受追捧的美国银行策略师萨维塔•萨勃拉曼尼亚(Savita Subramanian)表示,(周期股和小盘股)超出市场的表现可能会持续数年,就像科技股泡沫破裂后的情况一样。在今天,寻找有前景的投资项目变得更加重要,尤其是如果市场的回报率像她所预期那样低的话。 萨勃拉曼尼亚在加州大学伯克利分校(University of California,Berkeley)主修数学和哲学,她在研究投资者情绪时大量使用量化数据,自2011年以来一直担任首席策略师。她最近与《巴伦周刊》记者聊了聊拜登政府将如何实现经济增长,以及为什么尽管她是该公司ESG的负责人,但她仍然推荐能源类股票。更多内容请阅读以下经过编辑的摘录。 《巴伦周刊》:拜登总统已经发布了几十条行政令,投资者应该如何消化这些政策? 萨维塔 · 萨勃拉曼尼亚:它们代表了过去四年占据市场领导地位的一些主题变化和重大改变。本届政府不太关注资产通胀,而更多关注实际通胀、创造就业机会和重振实体经济,而不仅仅是提高股市回报。 听听新政府的说辞,他们并没有把标普500指数或投资回报率作为衡量成败的指标。相反,他们致力于解决市场中一些更大的不平等问题,比如收入不平等。这意味着我们将看到不那么好的市场回报,但总体经济回报可能更大。 《巴伦周刊》:你的市场预测相当温和。 萨维塔 · 萨勃拉曼尼亚:我是华尔街最低的预测之一。我们预计标普500指数将达到3800点。这是一个偏重高科技成长公司的基准指数,我们预计标普500今年的收益将增长20% 左右。显然,我们预期看到一些市盈率的收缩,同时我们预计将看到非常强劲","listText":"文|《巴伦周刊》撰稿人莱斯利·诺顿(Leslie P. Norton) 编辑|彭韧 拜登上任之后,是时候买进周期股和小盘股了。 是时候买入周期股和小盘股了。这是一个大胆的呼吁,尤其是对于那些在过去10年中形成了“热炉思维”的基金经理来说。但这一次,备受追捧的美国银行策略师萨维塔•萨勃拉曼尼亚(Savita Subramanian)表示,(周期股和小盘股)超出市场的表现可能会持续数年,就像科技股泡沫破裂后的情况一样。在今天,寻找有前景的投资项目变得更加重要,尤其是如果市场的回报率像她所预期那样低的话。 萨勃拉曼尼亚在加州大学伯克利分校(University of California,Berkeley)主修数学和哲学,她在研究投资者情绪时大量使用量化数据,自2011年以来一直担任首席策略师。她最近与《巴伦周刊》记者聊了聊拜登政府将如何实现经济增长,以及为什么尽管她是该公司ESG的负责人,但她仍然推荐能源类股票。更多内容请阅读以下经过编辑的摘录。 《巴伦周刊》:拜登总统已经发布了几十条行政令,投资者应该如何消化这些政策? 萨维塔 · 萨勃拉曼尼亚:它们代表了过去四年占据市场领导地位的一些主题变化和重大改变。本届政府不太关注资产通胀,而更多关注实际通胀、创造就业机会和重振实体经济,而不仅仅是提高股市回报。 听听新政府的说辞,他们并没有把标普500指数或投资回报率作为衡量成败的指标。相反,他们致力于解决市场中一些更大的不平等问题,比如收入不平等。这意味着我们将看到不那么好的市场回报,但总体经济回报可能更大。 《巴伦周刊》:你的市场预测相当温和。 萨维塔 · 萨勃拉曼尼亚:我是华尔街最低的预测之一。我们预计标普500指数将达到3800点。这是一个偏重高科技成长公司的基准指数,我们预计标普500今年的收益将增长20% 左右。显然,我们预期看到一些市盈率的收缩,同时我们预计将看到非常强劲","text":"文|《巴伦周刊》撰稿人莱斯利·诺顿(Leslie P. Norton) 编辑|彭韧 拜登上任之后,是时候买进周期股和小盘股了。 是时候买入周期股和小盘股了。这是一个大胆的呼吁,尤其是对于那些在过去10年中形成了“热炉思维”的基金经理来说。但这一次,备受追捧的美国银行策略师萨维塔•萨勃拉曼尼亚(Savita Subramanian)表示,(周期股和小盘股)超出市场的表现可能会持续数年,就像科技股泡沫破裂后的情况一样。在今天,寻找有前景的投资项目变得更加重要,尤其是如果市场的回报率像她所预期那样低的话。 萨勃拉曼尼亚在加州大学伯克利分校(University of California,Berkeley)主修数学和哲学,她在研究投资者情绪时大量使用量化数据,自2011年以来一直担任首席策略师。她最近与《巴伦周刊》记者聊了聊拜登政府将如何实现经济增长,以及为什么尽管她是该公司ESG的负责人,但她仍然推荐能源类股票。更多内容请阅读以下经过编辑的摘录。 《巴伦周刊》:拜登总统已经发布了几十条行政令,投资者应该如何消化这些政策? 萨维塔 · 萨勃拉曼尼亚:它们代表了过去四年占据市场领导地位的一些主题变化和重大改变。本届政府不太关注资产通胀,而更多关注实际通胀、创造就业机会和重振实体经济,而不仅仅是提高股市回报。 听听新政府的说辞,他们并没有把标普500指数或投资回报率作为衡量成败的指标。相反,他们致力于解决市场中一些更大的不平等问题,比如收入不平等。这意味着我们将看到不那么好的市场回报,但总体经济回报可能更大。 《巴伦周刊》:你的市场预测相当温和。 萨维塔 · 萨勃拉曼尼亚:我是华尔街最低的预测之一。我们预计标普500指数将达到3800点。这是一个偏重高科技成长公司的基准指数,我们预计标普500今年的收益将增长20% 左右。显然,我们预期看到一些市盈率的收缩,同时我们预计将看到非常强劲","images":[{"img":"https://static.tigerbbs.com/9c4776ddac0743719e4a85625058073d","width":"1080","height":"720"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384114628","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368129335,"gmtCreate":1614301415927,"gmtModify":1703476021702,"author":{"id":"3576299712296606","authorId":"3576299712296606","authorIdStr":"3576299712296606","name":"段长","avatar":"https://static.tigerbbs.com/43ad757347ea2ce6833f09884bc3cb3b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>全力以赴","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>全力以赴","text":"$纳斯达克(.IXIC)$全力以赴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368129335","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361893795,"gmtCreate":1614218196917,"gmtModify":1614218196917,"author":{"id":"3576299712296606","authorId":"3576299712296606","authorIdStr":"3576299712296606","name":"段长","avatar":"https://static.tigerbbs.com/43ad757347ea2ce6833f09884bc3cb3b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361893795","repostId":"385125880","repostType":1,"repost":{"id":385125880,"gmtCreate":1613524500000,"gmtModify":1613560530462,"author":{"id":"3556669788355570","authorId":"3556669788355570","authorIdStr":"3556669788355570","name":"GuruFocus","avatar":"https://static.tigerbbs.com/39e1e28b3ff68411370a270b2aa9a76d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"巴菲特“神秘仓位”公布,这三支股票还没开涨!","htmlText":"本文首发于价值大师网 GuruFocus.cn,转载请注明出处。 股神巴菲特更新持仓了!根据价值大师网大师仓位功能的最新数据显示,截至2020年四季度,巴菲特名下的伯克希尔公司共持有47支股票,持仓总市值为2700亿美元。“新开仓”3支股票,增持6支股票,减持6支股票,并对5支股票进行了清仓处理。截至2020年12月31日,该基金前五大持仓占其总市值的74.05%,仓位非常集中。 细心的读者会问,为何新开仓的3支股票要带上引号,这三支股票又是哪几家公司呢?严格上说,巴菲特并没有在2020年四季度开设新的仓位,而是早在三季度就已经买入了这三家公司。 让我们把时间拨回三个月前,伯克希尔·哈撒韦在2020年11月中旬向SEC披露了其第三季度的持仓信息,持仓总市值约为2500亿美元;与此同时,伯克希尔也向SEC递交了一份对几笔已完成投资的保密申请,总价值约80亿美元。伯克希尔在持仓披露的公开文件中表示“有几笔投资的相关信息已经从13F文件中移除,并以保密的形式提交给了SEC进行申报”。 简单点说,就是巴菲特在三季度买了一些股票,但暂时还不想公开。巴菲特是少数进行过保密申报的投资大佬之一,并且近年来巴菲特很少进行这类操作。上次保密申报,还是在2015年大举加仓菲利普66(PSX)时。 听到这,您是否会惊呼“这都行?”没错,当SEC认为公开的交易信息会大幅影响股票价格,致使该投资者无法完成其股权买入计划时,会同意投资者递交的保密申请,以确保该投资者的买入计划顺利完成。毕竟,巴菲特的影响实在太大,在买入计划完成前就公开交易意向,势必会提高买入成本。精明的巴老也因此向大众选择了“隐瞒”,待买入计划完成后悉数公开。 80亿美元对于身价千亿的巴菲特来说并不是个大数目,不过足以影响某一支或几只股票的价格走势。因此这一“神秘仓位”已经公布,就引来投资者们的无尽猜测。 那被巴老“藏在怀中”的股票究","listText":"本文首发于价值大师网 GuruFocus.cn,转载请注明出处。 股神巴菲特更新持仓了!根据价值大师网大师仓位功能的最新数据显示,截至2020年四季度,巴菲特名下的伯克希尔公司共持有47支股票,持仓总市值为2700亿美元。“新开仓”3支股票,增持6支股票,减持6支股票,并对5支股票进行了清仓处理。截至2020年12月31日,该基金前五大持仓占其总市值的74.05%,仓位非常集中。 细心的读者会问,为何新开仓的3支股票要带上引号,这三支股票又是哪几家公司呢?严格上说,巴菲特并没有在2020年四季度开设新的仓位,而是早在三季度就已经买入了这三家公司。 让我们把时间拨回三个月前,伯克希尔·哈撒韦在2020年11月中旬向SEC披露了其第三季度的持仓信息,持仓总市值约为2500亿美元;与此同时,伯克希尔也向SEC递交了一份对几笔已完成投资的保密申请,总价值约80亿美元。伯克希尔在持仓披露的公开文件中表示“有几笔投资的相关信息已经从13F文件中移除,并以保密的形式提交给了SEC进行申报”。 简单点说,就是巴菲特在三季度买了一些股票,但暂时还不想公开。巴菲特是少数进行过保密申报的投资大佬之一,并且近年来巴菲特很少进行这类操作。上次保密申报,还是在2015年大举加仓菲利普66(PSX)时。 听到这,您是否会惊呼“这都行?”没错,当SEC认为公开的交易信息会大幅影响股票价格,致使该投资者无法完成其股权买入计划时,会同意投资者递交的保密申请,以确保该投资者的买入计划顺利完成。毕竟,巴菲特的影响实在太大,在买入计划完成前就公开交易意向,势必会提高买入成本。精明的巴老也因此向大众选择了“隐瞒”,待买入计划完成后悉数公开。 80亿美元对于身价千亿的巴菲特来说并不是个大数目,不过足以影响某一支或几只股票的价格走势。因此这一“神秘仓位”已经公布,就引来投资者们的无尽猜测。 那被巴老“藏在怀中”的股票究","text":"本文首发于价值大师网 GuruFocus.cn,转载请注明出处。 股神巴菲特更新持仓了!根据价值大师网大师仓位功能的最新数据显示,截至2020年四季度,巴菲特名下的伯克希尔公司共持有47支股票,持仓总市值为2700亿美元。“新开仓”3支股票,增持6支股票,减持6支股票,并对5支股票进行了清仓处理。截至2020年12月31日,该基金前五大持仓占其总市值的74.05%,仓位非常集中。 细心的读者会问,为何新开仓的3支股票要带上引号,这三支股票又是哪几家公司呢?严格上说,巴菲特并没有在2020年四季度开设新的仓位,而是早在三季度就已经买入了这三家公司。 让我们把时间拨回三个月前,伯克希尔·哈撒韦在2020年11月中旬向SEC披露了其第三季度的持仓信息,持仓总市值约为2500亿美元;与此同时,伯克希尔也向SEC递交了一份对几笔已完成投资的保密申请,总价值约80亿美元。伯克希尔在持仓披露的公开文件中表示“有几笔投资的相关信息已经从13F文件中移除,并以保密的形式提交给了SEC进行申报”。 简单点说,就是巴菲特在三季度买了一些股票,但暂时还不想公开。巴菲特是少数进行过保密申报的投资大佬之一,并且近年来巴菲特很少进行这类操作。上次保密申报,还是在2015年大举加仓菲利普66(PSX)时。 听到这,您是否会惊呼“这都行?”没错,当SEC认为公开的交易信息会大幅影响股票价格,致使该投资者无法完成其股权买入计划时,会同意投资者递交的保密申请,以确保该投资者的买入计划顺利完成。毕竟,巴菲特的影响实在太大,在买入计划完成前就公开交易意向,势必会提高买入成本。精明的巴老也因此向大众选择了“隐瞒”,待买入计划完成后悉数公开。 80亿美元对于身价千亿的巴菲特来说并不是个大数目,不过足以影响某一支或几只股票的价格走势。因此这一“神秘仓位”已经公布,就引来投资者们的无尽猜测。 那被巴老“藏在怀中”的股票究","images":[{"img":"https://static.tigerbbs.com/bec25bb073cb48c395d7a7b8728c426f","width":"556","height":"444"},{"img":"https://static.tigerbbs.com/c249d5f139374e39b67fbd4ac9dbe689","width":"580","height":"465"},{"img":"https://static.tigerbbs.com/8609048c5c5142adb0986ad9ca645100","width":"581","height":"466"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385125880","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361893590,"gmtCreate":1614218171410,"gmtModify":1614218171410,"author":{"id":"3576299712296606","authorId":"3576299712296606","authorIdStr":"3576299712296606","name":"段长","avatar":"https://static.tigerbbs.com/43ad757347ea2ce6833f09884bc3cb3b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361893590","repostId":"382509454","repostType":1,"repost":{"id":382509454,"gmtCreate":1613461068174,"gmtModify":1613713102654,"author":{"id":"36979109942400","authorId":"36979109942400","authorIdStr":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美港股策略:QE火力全开,带给上半年哪些投资机会?","htmlText":"核心观点 全球央行火力全开,海外市场高歌猛进 农历春节期间,海外市场延续着高歌猛进的表现,除了美联储货币、财政带来的双宽松,欧日央行也在延续QE,因此出现指数级表现不足为奇。一如年初时展望,我们仍然看好Q1美股表现,对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面,一季度财政纾困资金可能外溢到权益市场,加上风险偏好以及温和波动的美债利率,可能加速推动海外成长股配置, 1)基于人民币升值和企业增长的长期主线:我们认为未来1-2年中概股仍将跑赢主流权益资产;<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现,大概率会令内生能力更强的成长股迎来配置潮,我们重点看好具备国际化业务和能力的海外科技。(图4) 2)预计4月份疫苗全面接种,相应的美国通胀进入预警阶段,经济上行带动价值和周期前景提升:比如业绩对通胀比较敏感的银行股(尤其是消费类银行),重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ,<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ,<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ; 还有具备抗通胀属性的比特币概念股,重点看好海外支付龙头","listText":"核心观点 全球央行火力全开,海外市场高歌猛进 农历春节期间,海外市场延续着高歌猛进的表现,除了美联储货币、财政带来的双宽松,欧日央行也在延续QE,因此出现指数级表现不足为奇。一如年初时展望,我们仍然看好Q1美股表现,对应4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上半年美股有哪些投资主线? 风格方面,一季度财政纾困资金可能外溢到权益市场,加上风险偏好以及温和波动的美债利率,可能加速推动海外成长股配置, 1)基于人民币升值和企业增长的长期主线:我们认为未来1-2年中概股仍将跑赢主流权益资产;<a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 其次未来宽松边际拐点的必然出现,大概率会令内生能力更强的成长股迎来配置潮,我们重点看好具备国际化业务和能力的海外科技。(图4) 2)预计4月份疫苗全面接种,相应的美国通胀进入预警阶段,经济上行带动价值和周期前景提升:比如业绩对通胀比较敏感的银行股(尤其是消费类银行),重点看好<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> ,<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a> ,<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> ; 还有具备抗通胀属性的比特币概念股,重点看好海外支付龙头","text":"核心观点 全球央行火力全开,海外市场高歌猛进 农历春节期间,海外市场延续着高歌猛进的表现,除了美联储货币、财政带来的双宽松,欧日央行也在延续QE,因此出现指数级表现不足为奇。一如年初时展望,我们仍然看好Q1美股表现,对应4000点的位置。$标普500(.SPX)$ 上半年美股有哪些投资主线? 风格方面,一季度财政纾困资金可能外溢到权益市场,加上风险偏好以及温和波动的美债利率,可能加速推动海外成长股配置, 1)基于人民币升值和企业增长的长期主线:我们认为未来1-2年中概股仍将跑赢主流权益资产;$KraneShares CSI China Internet ETF(KWEB)$ 其次未来宽松边际拐点的必然出现,大概率会令内生能力更强的成长股迎来配置潮,我们重点看好具备国际化业务和能力的海外科技。(图4) 2)预计4月份疫苗全面接种,相应的美国通胀进入预警阶段,经济上行带动价值和周期前景提升:比如业绩对通胀比较敏感的银行股(尤其是消费类银行),重点看好$美国银行(BAC)$ ,$花旗(C)$ ,$摩根士丹利(MS)$ ; 还有具备抗通胀属性的比特币概念股,重点看好海外支付龙头","images":[{"img":"https://static.tigerbbs.com/51ce5c5fca651815c54bb9d12a0ed62b","width":"834","height":"430"},{"img":"https://static.tigerbbs.com/e1765144acda0365573baccb9a520dd6","width":"667","height":"854"},{"img":"https://static.tigerbbs.com/97caf096ca1a323e05a06e77d3cbc0e8","width":"644","height":"849"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382509454","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361807149,"gmtCreate":1614217918881,"gmtModify":1614217918881,"author":{"id":"3576299712296606","authorId":"3576299712296606","authorIdStr":"3576299712296606","name":"段长","avatar":"https://static.tigerbbs.com/43ad757347ea2ce6833f09884bc3cb3b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"关注数据,在经济明显改善之前不要期待货币政策出现任何变化。","listText":"关注数据,在经济明显改善之前不要期待货币政策出现任何变化。","text":"关注数据,在经济明显改善之前不要期待货币政策出现任何变化。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361807149","repostId":"2114397423","repostType":2,"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361804186,"gmtCreate":1614217850845,"gmtModify":1614217850845,"author":{"id":"3576299712296606","authorId":"3576299712296606","authorIdStr":"3576299712296606","name":"段长","avatar":"https://static.tigerbbs.com/43ad757347ea2ce6833f09884bc3cb3b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我们的政策依然是合适的,因为失业率还很高,劳动力市场距离充分就业还非常遥远。","listText":"我们的政策依然是合适的,因为失业率还很高,劳动力市场距离充分就业还非常遥远。","text":"我们的政策依然是合适的,因为失业率还很高,劳动力市场距离充分就业还非常遥远。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361804186","repostId":"2114392162","repostType":2,"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363852369,"gmtCreate":1614127805251,"gmtModify":1614127805251,"author":{"id":"3576299712296606","authorId":"3576299712296606","authorIdStr":"3576299712296606","name":"段长","avatar":"https://static.tigerbbs.com/43ad757347ea2ce6833f09884bc3cb3b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"足够的耐心","listText":"足够的耐心","text":"足够的耐心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363852369","repostId":"363106578","repostType":1,"repost":{"id":363106578,"gmtCreate":1614097354394,"gmtModify":1614122544942,"author":{"id":"3479302315475390","authorId":"3479302315475390","authorIdStr":"3479302315475390","name":"冰雪情缘","avatar":"https://static.tigerbbs.com/a80518dd334bb1f2828c5ee3f444d511","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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2020 年12月13日,美国政府确认包括财政部、国家安全 部、核安全委员会在内的多个政府部门遭到了黑客入侵。黑客 使用“供应链袭击”,先攻击了软件公司 Solar Winds的下载 服务器,使用工具篡改了 Orion 软件的更新包,在其中插入了 自己的恶意软件。只要用户一下载更新 Orion,就会被感染病 毒。 而网络安全公司<a target=\"_blank\" href=\"https://laohu8.com/S/FEYE\">$FireEye Inc.(FEYE)$</a>也是是唯一一家承认被通过 恶意软件植入的 SolarWinds 平台入侵的公司,同时,微软也 在攻击 Solar Winds 的SWI时被黑客利用。 这一攻击事件在美 国造成了极大影响,网络安全领域的高级威胁防护(APT)相关的 上市公司都大涨,除了 APT专家FireEye,还包括构建了“终 端安全产品+威胁情报服务+专家服务”的“SaaS+PaaS”完 整安全生态的CrowdStrike。截止2021年2 月5 日收盘, Crowd Strike 市值达到 505.2 亿美元,是美股估值最高的网络 安全公司。 投资要点 ➢Crowdstrike 与传统的网络安全软件最大的不同,是它在单纯软件服务之外提供了新一 代网络安全平台。2017年之后,公司由单一产品向多模块发展,实现交叉销售和多模块 集成订阅,覆盖端点安全、IT运营、托管服务、威胁情报、云安全。 ➢ Crowdstrike 四个类型的产品服务:终端安全、威胁情报、安全和 IT 运营以及云安全。 Crowdstrike 的产品是基于云的 SaaS 终端安全产品,企业可以实现快速海量终端部署, 在云端助力比本地产品效果更好。由于很早就采用了订阅制,避免了单独软件售卖的客 户留存尴尬,公司得以差异化产品定价,长期持续获得订阅收入。 ➢ 行业","listText":"事件 2020 年12月13日,美国政府确认包括财政部、国家安全 部、核安全委员会在内的多个政府部门遭到了黑客入侵。黑客 使用“供应链袭击”,先攻击了软件公司 Solar Winds的下载 服务器,使用工具篡改了 Orion 软件的更新包,在其中插入了 自己的恶意软件。只要用户一下载更新 Orion,就会被感染病 毒。 而网络安全公司<a target=\"_blank\" href=\"https://laohu8.com/S/FEYE\">$FireEye Inc.(FEYE)$</a>也是是唯一一家承认被通过 恶意软件植入的 SolarWinds 平台入侵的公司,同时,微软也 在攻击 Solar Winds 的SWI时被黑客利用。 这一攻击事件在美 国造成了极大影响,网络安全领域的高级威胁防护(APT)相关的 上市公司都大涨,除了 APT专家FireEye,还包括构建了“终 端安全产品+威胁情报服务+专家服务”的“SaaS+PaaS”完 整安全生态的CrowdStrike。截止2021年2 月5 日收盘, Crowd Strike 市值达到 505.2 亿美元,是美股估值最高的网络 安全公司。 投资要点 ➢Crowdstrike 与传统的网络安全软件最大的不同,是它在单纯软件服务之外提供了新一 代网络安全平台。2017年之后,公司由单一产品向多模块发展,实现交叉销售和多模块 集成订阅,覆盖端点安全、IT运营、托管服务、威胁情报、云安全。 ➢ Crowdstrike 四个类型的产品服务:终端安全、威胁情报、安全和 IT 运营以及云安全。 Crowdstrike 的产品是基于云的 SaaS 终端安全产品,企业可以实现快速海量终端部署, 在云端助力比本地产品效果更好。由于很早就采用了订阅制,避免了单独软件售卖的客 户留存尴尬,公司得以差异化产品定价,长期持续获得订阅收入。 ➢ 行业","text":"事件 2020 年12月13日,美国政府确认包括财政部、国家安全 部、核安全委员会在内的多个政府部门遭到了黑客入侵。黑客 使用“供应链袭击”,先攻击了软件公司 Solar Winds的下载 服务器,使用工具篡改了 Orion 软件的更新包,在其中插入了 自己的恶意软件。只要用户一下载更新 Orion,就会被感染病 毒。 而网络安全公司$FireEye Inc.(FEYE)$也是是唯一一家承认被通过 恶意软件植入的 SolarWinds 平台入侵的公司,同时,微软也 在攻击 Solar Winds 的SWI时被黑客利用。 这一攻击事件在美 国造成了极大影响,网络安全领域的高级威胁防护(APT)相关的 上市公司都大涨,除了 APT专家FireEye,还包括构建了“终 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虎妞今天请来的是一位99年的小美女,她的炒股思路十分特别!她说,“选择一只股票,其实和选男朋友是一个道理,看中了他的阅历,看中了他的背景,看中了他的前景,就坚定的陪他走下去,中途难免跌宕曲折,但要坚信自己不会看错” 来吧,一起看看美女虎友<a target=\"_blank\" href=\"https://laohu8.com/U/3555144802772256\">@Una是个小韭皇</a> 投资过程中的故事 <a href=\"https://laohu8.com/TP/649\" target=\"_blank\">#老虎步行街#</a> @Una是个小韭皇 99年的兔纸,目前还是学生,居住在大连,本科在读,专业是新闻学,爱好嘛,广东的美食,经典的电影,还有纳斯达克。Una是我的英文名字,是夜晚的意思,我发现也挺符合美股交易的时间段的;韭皇嘛,很好理解呀,作为入市半年的人,难道不是韭菜王嘛哈哈哈 T:你在什么契机下接触到炒股的?多久了 6月入金的,差不多半年啦 基本都是家庭影响啦,老爸老妈都从事证券工作,各种术语从小就在我耳边飞,炒美股是因为看到老爸的特斯拉很赚钱,我也想赚一桶金! T:关注新能源汽车领域也是受家人的影响吗? 嗯嗯,首先呢,是因为老爸就是关注的特斯拉和蔚来,对于初入股市没什么目标的我来说自然也跟风选择啦 其次呢,我和男朋友很喜欢理想one这款汽车,这是在我没买美股的时候就已经了解过的,我本人也亲自试驾过蔚来和理想,所以我本身也是对新能源汽车很有信心,印象很好<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> T:有人质疑这几只新能源汽车股的泡沫太大,你觉得呢? 这个问题挺专业,我就用我自己的思维解答一下吧,可能会献丑啦 首先我本身就将","listText":" 虎妞今天请来的是一位99年的小美女,她的炒股思路十分特别!她说,“选择一只股票,其实和选男朋友是一个道理,看中了他的阅历,看中了他的背景,看中了他的前景,就坚定的陪他走下去,中途难免跌宕曲折,但要坚信自己不会看错” 来吧,一起看看美女虎友<a target=\"_blank\" href=\"https://laohu8.com/U/3555144802772256\">@Una是个小韭皇</a> 投资过程中的故事 <a href=\"https://laohu8.com/TP/649\" target=\"_blank\">#老虎步行街#</a> @Una是个小韭皇 99年的兔纸,目前还是学生,居住在大连,本科在读,专业是新闻学,爱好嘛,广东的美食,经典的电影,还有纳斯达克。Una是我的英文名字,是夜晚的意思,我发现也挺符合美股交易的时间段的;韭皇嘛,很好理解呀,作为入市半年的人,难道不是韭菜王嘛哈哈哈 T:你在什么契机下接触到炒股的?多久了 6月入金的,差不多半年啦 基本都是家庭影响啦,老爸老妈都从事证券工作,各种术语从小就在我耳边飞,炒美股是因为看到老爸的特斯拉很赚钱,我也想赚一桶金! T:关注新能源汽车领域也是受家人的影响吗? 嗯嗯,首先呢,是因为老爸就是关注的特斯拉和蔚来,对于初入股市没什么目标的我来说自然也跟风选择啦 其次呢,我和男朋友很喜欢理想one这款汽车,这是在我没买美股的时候就已经了解过的,我本人也亲自试驾过蔚来和理想,所以我本身也是对新能源汽车很有信心,印象很好<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> T:有人质疑这几只新能源汽车股的泡沫太大,你觉得呢? 这个问题挺专业,我就用我自己的思维解答一下吧,可能会献丑啦 首先我本身就将","text":"虎妞今天请来的是一位99年的小美女,她的炒股思路十分特别!她说,“选择一只股票,其实和选男朋友是一个道理,看中了他的阅历,看中了他的背景,看中了他的前景,就坚定的陪他走下去,中途难免跌宕曲折,但要坚信自己不会看错” 来吧,一起看看美女虎友@Una是个小韭皇 投资过程中的故事 #老虎步行街# @Una是个小韭皇 99年的兔纸,目前还是学生,居住在大连,本科在读,专业是新闻学,爱好嘛,广东的美食,经典的电影,还有纳斯达克。Una是我的英文名字,是夜晚的意思,我发现也挺符合美股交易的时间段的;韭皇嘛,很好理解呀,作为入市半年的人,难道不是韭菜王嘛哈哈哈 T:你在什么契机下接触到炒股的?多久了 6月入金的,差不多半年啦 基本都是家庭影响啦,老爸老妈都从事证券工作,各种术语从小就在我耳边飞,炒美股是因为看到老爸的特斯拉很赚钱,我也想赚一桶金! 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