+关注
逐步涨
暂无个人介绍
IP属地:未知
689
关注
10
粉丝
0
主题
0
勋章
主贴
热门
逐步涨
2021-10-04
[得意] [得意] [得意]
@Buy_Sell:🔥【10月4日】看本周关键事件,聊今日交易计划
逐步涨
2021-09-11
这篇文章不错,转发给大家看看
@gugu:2021年我读过的10本好书
逐步涨
2021-08-04
[财迷]
抱歉,原内容已删除
逐步涨
2021-06-17
说说你对这篇新闻的看法...
抱歉,原内容已删除
逐步涨
2021-02-25
[流泪] [流泪]
抱歉,原内容已删除
逐步涨
2021-02-22
不会吧
抱歉,原内容已删除
逐步涨
2021-02-22
哎
抱团要瓦解?机构慌了?看看“聪明资金”怎么操作
逐步涨
2021-02-22
不错
小米集团:电动汽车制造业务的研究还没有到正式立项阶段
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3576374040053118","uuid":"3576374040053118","gmtCreate":1613280213320,"gmtModify":1613961125651,"name":"逐步涨","pinyin":"zbzzhubuzhang","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":10,"headSize":689,"tweetSize":8,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.04%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.02.28","exceedPercentage":"80.89%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":820127139,"gmtCreate":1633360340624,"gmtModify":1633360340852,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576374040053118","authorIdStr":"3576374040053118"},"themes":[],"htmlText":"[得意] [得意] [得意] ","listText":"[得意] [得意] [得意] ","text":"[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820127139","repostId":"867711921","repostType":1,"repost":{"id":867711921,"gmtCreate":1633313627859,"gmtModify":1633314175709,"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4日】看本周关键事件,聊今日交易计划","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。 港股市场 10月4日讯,A股国庆节休市,港股今日正常开市,三大指数集体低开,恒指跌0.39%报24478点,国指跌0.66%报8668点,恒生科技指数跌0.78%报6054点。盘面上,大型科技股涨跌参半,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌3.4%,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超2%,<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌1.6%,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 高开,内房股、乳制品股、体育用品股集体上涨,<a target=\"_blank\" href=\"https://laohu8.com/S/01717\">$澳优(01717)$</a> 大幅高开近6%,龙光地产涨5%;教育股、航空股、保险股、电力股、煤炭等能源板块个","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。 港股市场 10月4日讯,A股国庆节休市,港股今日正常开市,三大指数集体低开,恒指跌0.39%报24478点,国指跌0.66%报8668点,恒生科技指数跌0.78%报6054点。盘面上,大型科技股涨跌参半,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌3.4%,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超2%,<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌1.6%,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 高开,内房股、乳制品股、体育用品股集体上涨,<a target=\"_blank\" href=\"https://laohu8.com/S/01717\">$澳优(01717)$</a> 大幅高开近6%,龙光地产涨5%;教育股、航空股、保险股、电力股、煤炭等能源板块个","text":"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。 港股市场 10月4日讯,A股国庆节休市,港股今日正常开市,三大指数集体低开,恒指跌0.39%报24478点,国指跌0.66%报8668点,恒生科技指数跌0.78%报6054点。盘面上,大型科技股涨跌参半,$网易-S(09999)$ 跌3.4%,$京东集团-SW(09618)$ 、$快手-W(01024)$ 跌超2%,$小米集团-W(01810)$ 、$美团-W(03690)$ 跌1.6%,$腾讯控股(00700)$ 、$阿里巴巴-SW(09988)$ 高开,内房股、乳制品股、体育用品股集体上涨,$澳优(01717)$ 大幅高开近6%,龙光地产涨5%;教育股、航空股、保险股、电力股、煤炭等能源板块个","images":[{"img":"https://static.tigerbbs.com/6542d62a0b836c373f00a35c2d6b8d0a","width":"785","height":"340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867711921","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881551146,"gmtCreate":1631368143085,"gmtModify":1632882928430,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576374040053118","authorIdStr":"3576374040053118"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881551146","repostId":"880482864","repostType":1,"repost":{"id":880482864,"gmtCreate":1631072253058,"gmtModify":1712888672613,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380","authorIdStr":"387611620380"},"themes":[],"title":"2021年我读过的10本好书","htmlText":"<a href=\"https://laohu8.com/TW/812639139\" target=\"_blank\">秋天正是读书天,老虎读书节正在进行中!</a> 最近半年仿佛又回到初中那会儿,如饥似渴阅读各种杂书。那会儿的阅读给我单调的生活添加色彩,也让我养成了“不惧”的性格。靠着这股子“不惧”,熬过美股15-16年的不停亏损。曾经汲取的养分,在我最迷茫的时候,让我浮躁的性格安静下来。投资的开窍,是从17年初阅读《穷查理宝典》开始,以经营者视角去寻找公司,寻找有巨大市场空间、快速发展、牢固护城河、绝妙商业模式的公司。接下来几年,读了不少投资大师的著作,推荐list可见帖子(<a href=\"https://laohu8.com/TW/971067586\" target=\"_blank\">股票投资小白看什么书?</a>)。今年,经济学和人物传记读的比较多。推荐以下10本,算是今年阅读的书籍中,我个人比较认可。 《将心注入》霍华德·舒尔茨(非常推荐,5星) 这本书讲述了星巴克创始人霍华德的创业故事,星巴克代表的不仅是优质咖啡,创办者把他们热爱的咖啡烘焙文化同时也推广到了世界各地。“当你拥有一个梦想时,多晚都不算晚”,读这本书的时候,我时常会想起耐克创始人撰写的《鞋狗》。美国的创业文化,都是鼓励一个人拥有和渴望一个梦想,然后竭尽全力实现它。霍华德关于产品和品牌的观点给了我很大的启发,品牌不仅仅是推广的效应,更是公司做的每件事情,星巴克从店址选择、店面设计、员工培训、员工福利待遇,从产品原料采购到包装,品牌理念和公司文化融为一体,好的品牌诞生于每次产品和用户的互动瞬间。一个创意十足的海报是一次好的品牌推广,一次坦诚用户回访也是一次好的品牌推广。作为投资者,我们可以拿星巴克的这套逻辑来评判,我们身边哪些公司拥有一个好品牌。 《苏东坡新传》李一冰(非常推荐,5星) 很少有一本","listText":"<a href=\"https://laohu8.com/TW/812639139\" target=\"_blank\">秋天正是读书天,老虎读书节正在进行中!</a> 最近半年仿佛又回到初中那会儿,如饥似渴阅读各种杂书。那会儿的阅读给我单调的生活添加色彩,也让我养成了“不惧”的性格。靠着这股子“不惧”,熬过美股15-16年的不停亏损。曾经汲取的养分,在我最迷茫的时候,让我浮躁的性格安静下来。投资的开窍,是从17年初阅读《穷查理宝典》开始,以经营者视角去寻找公司,寻找有巨大市场空间、快速发展、牢固护城河、绝妙商业模式的公司。接下来几年,读了不少投资大师的著作,推荐list可见帖子(<a href=\"https://laohu8.com/TW/971067586\" target=\"_blank\">股票投资小白看什么书?</a>)。今年,经济学和人物传记读的比较多。推荐以下10本,算是今年阅读的书籍中,我个人比较认可。 《将心注入》霍华德·舒尔茨(非常推荐,5星) 这本书讲述了星巴克创始人霍华德的创业故事,星巴克代表的不仅是优质咖啡,创办者把他们热爱的咖啡烘焙文化同时也推广到了世界各地。“当你拥有一个梦想时,多晚都不算晚”,读这本书的时候,我时常会想起耐克创始人撰写的《鞋狗》。美国的创业文化,都是鼓励一个人拥有和渴望一个梦想,然后竭尽全力实现它。霍华德关于产品和品牌的观点给了我很大的启发,品牌不仅仅是推广的效应,更是公司做的每件事情,星巴克从店址选择、店面设计、员工培训、员工福利待遇,从产品原料采购到包装,品牌理念和公司文化融为一体,好的品牌诞生于每次产品和用户的互动瞬间。一个创意十足的海报是一次好的品牌推广,一次坦诚用户回访也是一次好的品牌推广。作为投资者,我们可以拿星巴克的这套逻辑来评判,我们身边哪些公司拥有一个好品牌。 《苏东坡新传》李一冰(非常推荐,5星) 很少有一本","text":"秋天正是读书天,老虎读书节正在进行中! 最近半年仿佛又回到初中那会儿,如饥似渴阅读各种杂书。那会儿的阅读给我单调的生活添加色彩,也让我养成了“不惧”的性格。靠着这股子“不惧”,熬过美股15-16年的不停亏损。曾经汲取的养分,在我最迷茫的时候,让我浮躁的性格安静下来。投资的开窍,是从17年初阅读《穷查理宝典》开始,以经营者视角去寻找公司,寻找有巨大市场空间、快速发展、牢固护城河、绝妙商业模式的公司。接下来几年,读了不少投资大师的著作,推荐list可见帖子(股票投资小白看什么书?)。今年,经济学和人物传记读的比较多。推荐以下10本,算是今年阅读的书籍中,我个人比较认可。 《将心注入》霍华德·舒尔茨(非常推荐,5星) 这本书讲述了星巴克创始人霍华德的创业故事,星巴克代表的不仅是优质咖啡,创办者把他们热爱的咖啡烘焙文化同时也推广到了世界各地。“当你拥有一个梦想时,多晚都不算晚”,读这本书的时候,我时常会想起耐克创始人撰写的《鞋狗》。美国的创业文化,都是鼓励一个人拥有和渴望一个梦想,然后竭尽全力实现它。霍华德关于产品和品牌的观点给了我很大的启发,品牌不仅仅是推广的效应,更是公司做的每件事情,星巴克从店址选择、店面设计、员工培训、员工福利待遇,从产品原料采购到包装,品牌理念和公司文化融为一体,好的品牌诞生于每次产品和用户的互动瞬间。一个创意十足的海报是一次好的品牌推广,一次坦诚用户回访也是一次好的品牌推广。作为投资者,我们可以拿星巴克的这套逻辑来评判,我们身边哪些公司拥有一个好品牌。 《苏东坡新传》李一冰(非常推荐,5星) 很少有一本","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880482864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890963367,"gmtCreate":1628077027959,"gmtModify":1633753839701,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576374040053118","authorIdStr":"3576374040053118"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890963367","repostId":"2156103534","repostType":4,"isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161158808,"gmtCreate":1623913066104,"gmtModify":1634025945384,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576374040053118","authorIdStr":"3576374040053118"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161158808","repostId":"1155490674","repostType":4,"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361242895,"gmtCreate":1614242778417,"gmtModify":1634550523955,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576374040053118","authorIdStr":"3576374040053118"},"themes":[],"htmlText":"[流泪] [流泪] ","listText":"[流泪] [流泪] ","text":"[流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361242895","repostId":"1108369314","repostType":4,"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360259014,"gmtCreate":1613947081438,"gmtModify":1634551827704,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576374040053118","authorIdStr":"3576374040053118"},"themes":[],"htmlText":"不会吧","listText":"不会吧","text":"不会吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360259014","repostId":"1189897780","repostType":4,"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360250611,"gmtCreate":1613947031133,"gmtModify":1634551827943,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576374040053118","authorIdStr":"3576374040053118"},"themes":[],"htmlText":"哎","listText":"哎","text":"哎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360250611","repostId":"1136103993","repostType":4,"repost":{"id":"1136103993","kind":"news","pubTimestamp":1613872502,"share":"https://www.laohu8.com/m/news/1136103993?lang=&edition=full","pubTime":"2021-02-21 09:55","market":"sh","language":"zh","title":"抱团要瓦解?机构慌了?看看“聪明资金”怎么操作","url":"https://stock-news.laohu8.com/highlight/detail?id=1136103993","media":"证券时报网","summary":"这个周末,市场谈论比较激烈的是:随着抱团股接连下挫,机构抱团是否会瓦解?\n牛市前两个交易日,市场“二八风格”风格出现逆转,以贵州茅台为代表的机构重仓股接连下挫,而多数中小盘股呈现接连反弹走势,开市第二","content":"<div>\n<p>这个周末,市场谈论比较激烈的是:随着抱团股接连下挫,机构抱团是否会瓦解?\n牛市前两个交易日,市场“二八风格”风格出现逆转,以贵州茅台为代表的机构重仓股接连下挫,而多数中小盘股呈现接连反弹走势,开市第二个交易日更是以百股涨停方式迎接牛年。\n值得注意的是,在机构重仓股下跌的过程中,被市场誉为“聪明资金”的北向资金逆势增持,两天净买入146亿元,宁德时代、洋河股份、迈瑞医疗、美的集团等股价下跌,北向资金...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/Th_q1b0oH5rN5E0hYV9C0g\">Web Link</a>\n\n</div>\n","source":"zqsbw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>抱团要瓦解?机构慌了?看看“聪明资金”怎么操作</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n抱团要瓦解?机构慌了?看看“聪明资金”怎么操作\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-21 09:55 北京时间 <a href=http://mp.weixin.qq.com/s/Th_q1b0oH5rN5E0hYV9C0g><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这个周末,市场谈论比较激烈的是:随着抱团股接连下挫,机构抱团是否会瓦解?\n牛市前两个交易日,市场“二八风格”风格出现逆转,以贵州茅台为代表的机构重仓股接连下挫,而多数中小盘股呈现接连反弹走势,开市第二个交易日更是以百股涨停方式迎接牛年。\n值得注意的是,在机构重仓股下跌的过程中,被市场誉为“聪明资金”的北向资金逆势增持,两天净买入146亿元,宁德时代、洋河股份、迈瑞医疗、美的集团等股价下跌,北向资金...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/Th_q1b0oH5rN5E0hYV9C0g\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e1ba9e946731e80a5e52bb0f5d365b2","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"http://mp.weixin.qq.com/s/Th_q1b0oH5rN5E0hYV9C0g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136103993","content_text":"这个周末,市场谈论比较激烈的是:随着抱团股接连下挫,机构抱团是否会瓦解?\n牛市前两个交易日,市场“二八风格”风格出现逆转,以贵州茅台为代表的机构重仓股接连下挫,而多数中小盘股呈现接连反弹走势,开市第二个交易日更是以百股涨停方式迎接牛年。\n值得注意的是,在机构重仓股下跌的过程中,被市场誉为“聪明资金”的北向资金逆势增持,两天净买入146亿元,宁德时代、洋河股份、迈瑞医疗、美的集团等股价下跌,北向资金增持金额居前。\n牛年机构抱团股为何大跌?\nA股春节假期休市期间,外围市场整体表现稳定,在没有重大利空消息影响下,前期机构关注的白酒、新能源、医药等板块龙头股纷纷大跌,而中小盘股却获得资金关注,反弹幅度明显,市场运行风格与年前出现显著的变化。\n具体来看,白酒龙头股贵州茅台牛年首个交易日跌5%,次日延续跌势,但跌幅收窄至0.45%,两个交易日累计下跌5.42%;锂电池巨头宁德时代两个交易日累计下跌6.1%;家电龙头美的集团两个交易日累计下跌8.51%;医药龙头药明康德两个交易日累计下跌6.5%;安防龙头海康威视两个交易日累计下跌6.55%…\n\n机构抱团股纷纷大跌,多数中小盘股获得资金关注,接连出现反弹走势,2月19日两市更是出现百股涨停,中小盘股无疑是涨停的主要成分。据Wind统计,牛年前两个交易日,市值10亿至50亿的股票平均涨幅为6.62%;市值50亿至100亿的股票平均涨幅为5.84%;市值100亿至500亿的股票平均涨幅为3.91%。\n对于近期市场表现,东吴证券分析认为,节后两个交易日,以贵州茅台为代表的价值蓝筹股大跌的原因主要有以下几点:\n首先是美债收益率不断走高。东吴证券认为,核心消费公司的估值与美债收益率的反向相关性变强,而与短期业绩关联度明显下降。全球宏观层面上的利率、流动性、通胀等问题才是值得关注的焦点。美债利率的攀升不仅可能限制美股股市市盈率的上行空间,也会传导至其他国家市场,从而导致高估值的股票承受巨大压力,特别是在核心股票正处于历史估值高位区间的时候。\n其次是央行收紧流动性。东吴证券指出,抱团票由于估值普遍偏高,流动性是支撑它们涨不停的最重要原因。2月18日,央妈就回收流动性,开展了200亿的逆回购,但是有2800亿到期,另外开展了2000亿MLF刚好对冲掉到期的2000亿MLF,总体而言回收了2600亿的流动性。2月19日再次回收800亿7天期逆回购。这些动作再次体现了“紧平衡”的意图。这也给高估值成长股带来了不小的压力。\n再次是全球经济复苏曙光已现,化工、金属、机械、建材建筑和出口产业链,以及银行、券商、龙头地产基本面较为扎实,相关行业2021年盈利增速很可能比下游的消费行业更高。这些板块的估值与机构配置比例目前都处于历史低位。由于切换出来的资金体量较大,化工、有色等顺周期板块正好有足够的空间承接这些资金。\n北向资金逆势增持\n尽管医药生物、新能源、白酒等机构抱团板块牛年前两个交易日股价大跌,但北向资金持股数据显示,多数大跌的龙头股获其增持。\n北向资金两个交易日合计净买入146.27亿元,其中北向资金通过沪股通净买入44.73亿元,深股通净买入101.54亿元。\n按照行业划分,医药生物、银行、电气设备、有色金属等20个行业板块获净买入,其中,医药生物、银行、电气设备等行业板块净买入金额超20亿元,有色金属、农林牧渔、计算机等行业板块净买入金额超10亿元。而电子、汽车、交通运输、国防军工、食品饮料等8个行业板块被其净卖出。\n值得注意的是,医药生物板块近两个交易日跌幅明显,反而成为北向资金的第一净买入方向。新能源板块也获其关注,电气设备行业净买入24.93亿元。银行因其估值偏低,净买入28.14亿元。\n\n个股方面,宁德时代两个交易日获北向资金净买入14.65亿元,净买入金额最多,而该股走势并不乐观,近两个交易日接连呈现调整走势,累计跌幅达6.1%。\n值得注意的是,同样作为白酒股,贵州茅台被北向资金净卖出12.47亿元,而五粮液则被净买入14.33亿元,北向资金在白酒股的交易层面,着实有点矛盾。\n此外,洋河股份、迈瑞医疗、美的集团、金域医学、海尔之家、先导智能等近期跌幅明显的个股,也均获北向净买入。\n\n与此同时,上海机场等部分个股近期虽然走势较好,但却被北向资金大量净卖出,两个交易日内,北向资金净卖出上海机场金额达19.63亿元。新能源个股比亚迪、恩捷股份股价下跌,北向资金卖出金额也较多。立讯精密、歌尔股份、京东方A等电子行业龙头也被北向资金净卖出。\n\n(注:北上资金增减持金额数据主要根据每日晚间公布的全量沪深港通持股数据测算,行业、个股增减持金额以每日增减持股数乘以每日成交均价,数值可能与真实交易数据略有误差。)\n抱团未来将如何演绎?\n年初以来,A股市场持续上演“二八分化”格局,机构抱团愈演愈烈,“抱团股”强势上涨,引发市场对其估值的担忧。近期“抱团股”出现明显回调,投资者对于“龙头抱团过紧”,“抱团瓦解”的担忧开始加剧。那么抱团是否会就此瓦解?中小盘行情能否持续?抱团未来又将如何演绎?\n东吴证券认为,国内基金新发规模依然较高,海外资金风险偏好提升,待入市资金规模庞大,充裕的市场流动性将推动A股慢涨格局。随着基金新发规模边际降低,市场极致的分化将持续缓解,但整体抱团风格不会发生变化。需要注意的是2021年资金面可能和2020年有所不同,虽然不会急转弯但收紧已经是可以预见的。在这种情况下,股市不会出现大牛市格局。\n中泰证券表示,合理的估值是博弈和交易出来的,但在多空体系不平衡下,博弈出的价格容易失真。与美国等发达市场相比,A股个股做空机制仍不完善。只要公司及行业基本面不发生根本变化,“抱团”似乎难以“瓦解”。\n但在急剧的二八效应、甚至一九效应之下,过分的头部集中意味着较大的估值分层,头部公司享有较高估值、甚至是过分的估值溢价,而中尾部公司估值长期折价,市场价值甚至远低于其内含价值,长此以往将会影响股市的融资功能和一级市场的投资。同时,伴随政策常态化、防风险加强,信用“收缩”通道开启,企业再融资压力趋于上升,市场的资源配置功能将会减弱甚至失效,这与提升直接融资占比,助力经济结构转型的大方向也无疑是背道而驰的。\n中泰证券指出,全球资本市场逐步呈现“泡沫化”之下,高估值对货币政策边际变化的敏感度显著提升,一旦美联储加息预期升温,全球流动性面临收紧,高估值甚至“泡沫化”的市场意味着较大的潜在风险。\n招商证券此前也提示,纵观A股历史,抱团行情发生不止一次,这种极致的市场行情给坚定持有的投资者带了了丰厚的回报,然而过往几次的抱团行情持续3至4年后均以瓦解告终。本轮消费抱团已经持续了3年左右,根据最新的基金定期报告,当前的持仓集中度仍然处于阶段性高位。若抱团出现瓦解,可以配置低估值、高营收能力的个股,同时也该兼顾个股弹性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360250300,"gmtCreate":1613946792800,"gmtModify":1634551828063,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576374040053118","authorIdStr":"3576374040053118"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360250300","repostId":"1177371356","repostType":4,"repost":{"id":"1177371356","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1613908733,"share":"https://www.laohu8.com/m/news/1177371356?lang=&edition=full","pubTime":"2021-02-21 19:58","market":"hk","language":"zh","title":"小米集团:电动汽车制造业务的研究还没有到正式立项阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1177371356","media":"老虎资讯综合","summary":"2月21日讯,小米集团在港公告,注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展,并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。","content":"<p>2月21日讯,小米集团在港公告,注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展,并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/3de0ddb17380d1d3e70b53261cff1cdc\"></p>\n<p><br></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米集团:电动汽车制造业务的研究还没有到正式立项阶段</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米集团:电动汽车制造业务的研究还没有到正式立项阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-21 19:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月21日讯,小米集团在港公告,注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展,并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/3de0ddb17380d1d3e70b53261cff1cdc\"></p>\n<p><br></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a05af8ce4f3dfb13a3f12e28b812d9a4","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177371356","content_text":"2月21日讯,小米集团在港公告,注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展,并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。","news_type":1},"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":881551146,"gmtCreate":1631368143085,"gmtModify":1632882928430,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576374040053118","idStr":"3576374040053118"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881551146","repostId":"880482864","repostType":1,"repost":{"id":880482864,"gmtCreate":1631072253058,"gmtModify":1712888672613,"author":{"id":"387611620380","authorId":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"387611620380","idStr":"387611620380"},"themes":[],"title":"2021年我读过的10本好书","htmlText":"<a href=\"https://laohu8.com/TW/812639139\" target=\"_blank\">秋天正是读书天,老虎读书节正在进行中!</a> 最近半年仿佛又回到初中那会儿,如饥似渴阅读各种杂书。那会儿的阅读给我单调的生活添加色彩,也让我养成了“不惧”的性格。靠着这股子“不惧”,熬过美股15-16年的不停亏损。曾经汲取的养分,在我最迷茫的时候,让我浮躁的性格安静下来。投资的开窍,是从17年初阅读《穷查理宝典》开始,以经营者视角去寻找公司,寻找有巨大市场空间、快速发展、牢固护城河、绝妙商业模式的公司。接下来几年,读了不少投资大师的著作,推荐list可见帖子(<a href=\"https://laohu8.com/TW/971067586\" target=\"_blank\">股票投资小白看什么书?</a>)。今年,经济学和人物传记读的比较多。推荐以下10本,算是今年阅读的书籍中,我个人比较认可。 《将心注入》霍华德·舒尔茨(非常推荐,5星) 这本书讲述了星巴克创始人霍华德的创业故事,星巴克代表的不仅是优质咖啡,创办者把他们热爱的咖啡烘焙文化同时也推广到了世界各地。“当你拥有一个梦想时,多晚都不算晚”,读这本书的时候,我时常会想起耐克创始人撰写的《鞋狗》。美国的创业文化,都是鼓励一个人拥有和渴望一个梦想,然后竭尽全力实现它。霍华德关于产品和品牌的观点给了我很大的启发,品牌不仅仅是推广的效应,更是公司做的每件事情,星巴克从店址选择、店面设计、员工培训、员工福利待遇,从产品原料采购到包装,品牌理念和公司文化融为一体,好的品牌诞生于每次产品和用户的互动瞬间。一个创意十足的海报是一次好的品牌推广,一次坦诚用户回访也是一次好的品牌推广。作为投资者,我们可以拿星巴克的这套逻辑来评判,我们身边哪些公司拥有一个好品牌。 《苏东坡新传》李一冰(非常推荐,5星) 很少有一本","listText":"<a href=\"https://laohu8.com/TW/812639139\" target=\"_blank\">秋天正是读书天,老虎读书节正在进行中!</a> 最近半年仿佛又回到初中那会儿,如饥似渴阅读各种杂书。那会儿的阅读给我单调的生活添加色彩,也让我养成了“不惧”的性格。靠着这股子“不惧”,熬过美股15-16年的不停亏损。曾经汲取的养分,在我最迷茫的时候,让我浮躁的性格安静下来。投资的开窍,是从17年初阅读《穷查理宝典》开始,以经营者视角去寻找公司,寻找有巨大市场空间、快速发展、牢固护城河、绝妙商业模式的公司。接下来几年,读了不少投资大师的著作,推荐list可见帖子(<a href=\"https://laohu8.com/TW/971067586\" target=\"_blank\">股票投资小白看什么书?</a>)。今年,经济学和人物传记读的比较多。推荐以下10本,算是今年阅读的书籍中,我个人比较认可。 《将心注入》霍华德·舒尔茨(非常推荐,5星) 这本书讲述了星巴克创始人霍华德的创业故事,星巴克代表的不仅是优质咖啡,创办者把他们热爱的咖啡烘焙文化同时也推广到了世界各地。“当你拥有一个梦想时,多晚都不算晚”,读这本书的时候,我时常会想起耐克创始人撰写的《鞋狗》。美国的创业文化,都是鼓励一个人拥有和渴望一个梦想,然后竭尽全力实现它。霍华德关于产品和品牌的观点给了我很大的启发,品牌不仅仅是推广的效应,更是公司做的每件事情,星巴克从店址选择、店面设计、员工培训、员工福利待遇,从产品原料采购到包装,品牌理念和公司文化融为一体,好的品牌诞生于每次产品和用户的互动瞬间。一个创意十足的海报是一次好的品牌推广,一次坦诚用户回访也是一次好的品牌推广。作为投资者,我们可以拿星巴克的这套逻辑来评判,我们身边哪些公司拥有一个好品牌。 《苏东坡新传》李一冰(非常推荐,5星) 很少有一本","text":"秋天正是读书天,老虎读书节正在进行中! 最近半年仿佛又回到初中那会儿,如饥似渴阅读各种杂书。那会儿的阅读给我单调的生活添加色彩,也让我养成了“不惧”的性格。靠着这股子“不惧”,熬过美股15-16年的不停亏损。曾经汲取的养分,在我最迷茫的时候,让我浮躁的性格安静下来。投资的开窍,是从17年初阅读《穷查理宝典》开始,以经营者视角去寻找公司,寻找有巨大市场空间、快速发展、牢固护城河、绝妙商业模式的公司。接下来几年,读了不少投资大师的著作,推荐list可见帖子(股票投资小白看什么书?)。今年,经济学和人物传记读的比较多。推荐以下10本,算是今年阅读的书籍中,我个人比较认可。 《将心注入》霍华德·舒尔茨(非常推荐,5星) 这本书讲述了星巴克创始人霍华德的创业故事,星巴克代表的不仅是优质咖啡,创办者把他们热爱的咖啡烘焙文化同时也推广到了世界各地。“当你拥有一个梦想时,多晚都不算晚”,读这本书的时候,我时常会想起耐克创始人撰写的《鞋狗》。美国的创业文化,都是鼓励一个人拥有和渴望一个梦想,然后竭尽全力实现它。霍华德关于产品和品牌的观点给了我很大的启发,品牌不仅仅是推广的效应,更是公司做的每件事情,星巴克从店址选择、店面设计、员工培训、员工福利待遇,从产品原料采购到包装,品牌理念和公司文化融为一体,好的品牌诞生于每次产品和用户的互动瞬间。一个创意十足的海报是一次好的品牌推广,一次坦诚用户回访也是一次好的品牌推广。作为投资者,我们可以拿星巴克的这套逻辑来评判,我们身边哪些公司拥有一个好品牌。 《苏东坡新传》李一冰(非常推荐,5星) 很少有一本","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880482864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820127139,"gmtCreate":1633360340624,"gmtModify":1633360340852,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576374040053118","idStr":"3576374040053118"},"themes":[],"htmlText":"[得意] [得意] [得意] ","listText":"[得意] [得意] [得意] ","text":"[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820127139","repostId":"867711921","repostType":1,"repost":{"id":867711921,"gmtCreate":1633313627859,"gmtModify":1633314175709,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🔥【10月4日】看本周关键事件,聊今日交易计划","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。 港股市场 10月4日讯,A股国庆节休市,港股今日正常开市,三大指数集体低开,恒指跌0.39%报24478点,国指跌0.66%报8668点,恒生科技指数跌0.78%报6054点。盘面上,大型科技股涨跌参半,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌3.4%,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超2%,<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌1.6%,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 高开,内房股、乳制品股、体育用品股集体上涨,<a target=\"_blank\" href=\"https://laohu8.com/S/01717\">$澳优(01717)$</a> 大幅高开近6%,龙光地产涨5%;教育股、航空股、保险股、电力股、煤炭等能源板块个","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。 港股市场 10月4日讯,A股国庆节休市,港股今日正常开市,三大指数集体低开,恒指跌0.39%报24478点,国指跌0.66%报8668点,恒生科技指数跌0.78%报6054点。盘面上,大型科技股涨跌参半,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌3.4%,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超2%,<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌1.6%,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 高开,内房股、乳制品股、体育用品股集体上涨,<a target=\"_blank\" href=\"https://laohu8.com/S/01717\">$澳优(01717)$</a> 大幅高开近6%,龙光地产涨5%;教育股、航空股、保险股、电力股、煤炭等能源板块个","text":"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。 港股市场 10月4日讯,A股国庆节休市,港股今日正常开市,三大指数集体低开,恒指跌0.39%报24478点,国指跌0.66%报8668点,恒生科技指数跌0.78%报6054点。盘面上,大型科技股涨跌参半,$网易-S(09999)$ 跌3.4%,$京东集团-SW(09618)$ 、$快手-W(01024)$ 跌超2%,$小米集团-W(01810)$ 、$美团-W(03690)$ 跌1.6%,$腾讯控股(00700)$ 、$阿里巴巴-SW(09988)$ 高开,内房股、乳制品股、体育用品股集体上涨,$澳优(01717)$ 大幅高开近6%,龙光地产涨5%;教育股、航空股、保险股、电力股、煤炭等能源板块个","images":[{"img":"https://static.tigerbbs.com/6542d62a0b836c373f00a35c2d6b8d0a","width":"785","height":"340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867711921","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890963367,"gmtCreate":1628077027959,"gmtModify":1633753839701,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576374040053118","idStr":"3576374040053118"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890963367","repostId":"2156103534","repostType":4,"isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161158808,"gmtCreate":1623913066104,"gmtModify":1634025945384,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576374040053118","idStr":"3576374040053118"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161158808","repostId":"1155490674","repostType":4,"repost":{"id":"1155490674","kind":"news","pubTimestamp":1623911250,"share":"https://www.laohu8.com/m/news/1155490674?lang=&edition=full","pubTime":"2021-06-17 14:27","market":"sh","language":"zh","title":"反弹来了?北向资金早盘持续回流,加仓这些板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1155490674","media":"上海证券报","summary":"今日早盘,A股全线反弹,创业板指涨幅领先,盘中一度涨逾2%。盘面上,白酒、半导体、汽车等多个板块带动指数拉升,休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势,转向加仓。截至发","content":"<div>\n<p>今日早盘,A股全线反弹,创业板指涨幅领先,盘中一度涨逾2%。盘面上,白酒、半导体、汽车等多个板块带动指数拉升,休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势,转向加仓。截至发稿,北向资金持续净买入超过30亿元。从行业配置上来看,近期反弹势头较好的科技股获得北向资金明显加仓,酿酒、建材板块则遭减仓。\n\n白酒、半导体大涨引领指数反弹\n早盘白酒股全线回暖,皇台酒业、口子窖涨停,...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q\">Web Link</a>\n\n</div>\n","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>反弹来了?北向资金早盘持续回流,加仓这些板块</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n反弹来了?北向资金早盘持续回流,加仓这些板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 14:27 北京时间 <a href=https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日早盘,A股全线反弹,创业板指涨幅领先,盘中一度涨逾2%。盘面上,白酒、半导体、汽车等多个板块带动指数拉升,休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势,转向加仓。截至发稿,北向资金持续净买入超过30亿元。从行业配置上来看,近期反弹势头较好的科技股获得北向资金明显加仓,酿酒、建材板块则遭减仓。\n\n白酒、半导体大涨引领指数反弹\n早盘白酒股全线回暖,皇台酒业、口子窖涨停,...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF"},"source_url":"https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155490674","content_text":"今日早盘,A股全线反弹,创业板指涨幅领先,盘中一度涨逾2%。盘面上,白酒、半导体、汽车等多个板块带动指数拉升,休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势,转向加仓。截至发稿,北向资金持续净买入超过30亿元。从行业配置上来看,近期反弹势头较好的科技股获得北向资金明显加仓,酿酒、建材板块则遭减仓。\n\n白酒、半导体大涨引领指数反弹\n早盘白酒股全线回暖,皇台酒业、口子窖涨停,水井坊、酒鬼酒等纷纷跟涨。\n\n值得注意的是,本轮白酒反弹主线是基本面表现强劲的次高端酒企,水井坊、酒鬼酒等相关公司股价上涨,使得白酒板块整体呈现上扬态势。\n国泰君安策略团队认为,A股估值体系面临重塑新阶段,内外需共振阶段二三线品种具备盈利弹性优势,当前以白酒为代表率先开始的这轮成长扩散行情也正意味着,估值体系重塑新阶段,二三线成长品种具备重估价值。\n此外,今日早盘半导体板块再度走高,台基股份涨逾10%,富瀚微、士兰微等纷纷跟涨。\n\n国金证券认为,根据下游调研反馈情况,从在手订单、交货周期、收入确认周期来看,半导体行业到2022年景气度仍会保持持续向上。高景气度下,由于产品结构提升、涨价等因素影响,半导体板块的全年利润预期有望上调。\n此外,卫星导航概念盘中拉升走高。板块中,华测导航、航锦科技、天奥电子等纷纷上涨。这主要缘于6月17日搭载神舟十二号载人飞船的长征二号F遥十二运载火箭,在酒泉卫星发射中心点火发射。\n北向资金增持科技股\n减持酿酒行业\n此前北向资金连续3个交易日呈现净卖出态势,但今日早盘北向资金恢复了净买入。\n拉长时间周期来看,自4月16日至上周末,北向资金连续9周保持资金净买入。近期,A股市场科技股反弹势头强劲,北向资金也显著增仓部分科技股。\nChoice数据显示,6月1日至6月16日,北向资金对24只个股的持有流通股比例增加1个百分点以上,上海贝岭、中国宝安、超图软件等多个科技类个股持股增幅居前。\n\n数据来源:东方财富Choice终端\n天风证券在研报中表示,在行业配置方面,近期北向资金净买入较多的行业为医药、电力设备及新能源等;资金净卖出较多的行业为食品饮料、建材等。\n粤开证券首席策略分析师陈梦洁表示,从北向资金近期流入的板块来看,对科技成长品种的配置偏好也在持续提升。近期北向资金对维持高景气度的电气设备、电子板块等行业有持续的买入情况,表明资金仍然看好我国科技成长领域的投资价值,尤其是具有一定优势的电气设备板块。","news_type":1},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361242895,"gmtCreate":1614242778417,"gmtModify":1634550523955,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576374040053118","idStr":"3576374040053118"},"themes":[],"htmlText":"[流泪] [流泪] ","listText":"[流泪] [流泪] ","text":"[流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361242895","repostId":"1108369314","repostType":4,"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360259014,"gmtCreate":1613947081438,"gmtModify":1634551827704,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576374040053118","idStr":"3576374040053118"},"themes":[],"htmlText":"不会吧","listText":"不会吧","text":"不会吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360259014","repostId":"1189897780","repostType":4,"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360250611,"gmtCreate":1613947031133,"gmtModify":1634551827943,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576374040053118","idStr":"3576374040053118"},"themes":[],"htmlText":"哎","listText":"哎","text":"哎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360250611","repostId":"1136103993","repostType":4,"repost":{"id":"1136103993","kind":"news","pubTimestamp":1613872502,"share":"https://www.laohu8.com/m/news/1136103993?lang=&edition=full","pubTime":"2021-02-21 09:55","market":"sh","language":"zh","title":"抱团要瓦解?机构慌了?看看“聪明资金”怎么操作","url":"https://stock-news.laohu8.com/highlight/detail?id=1136103993","media":"证券时报网","summary":"这个周末,市场谈论比较激烈的是:随着抱团股接连下挫,机构抱团是否会瓦解?\n牛市前两个交易日,市场“二八风格”风格出现逆转,以贵州茅台为代表的机构重仓股接连下挫,而多数中小盘股呈现接连反弹走势,开市第二","content":"<div>\n<p>这个周末,市场谈论比较激烈的是:随着抱团股接连下挫,机构抱团是否会瓦解?\n牛市前两个交易日,市场“二八风格”风格出现逆转,以贵州茅台为代表的机构重仓股接连下挫,而多数中小盘股呈现接连反弹走势,开市第二个交易日更是以百股涨停方式迎接牛年。\n值得注意的是,在机构重仓股下跌的过程中,被市场誉为“聪明资金”的北向资金逆势增持,两天净买入146亿元,宁德时代、洋河股份、迈瑞医疗、美的集团等股价下跌,北向资金...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/Th_q1b0oH5rN5E0hYV9C0g\">Web Link</a>\n\n</div>\n","source":"zqsbw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>抱团要瓦解?机构慌了?看看“聪明资金”怎么操作</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n抱团要瓦解?机构慌了?看看“聪明资金”怎么操作\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-21 09:55 北京时间 <a href=http://mp.weixin.qq.com/s/Th_q1b0oH5rN5E0hYV9C0g><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这个周末,市场谈论比较激烈的是:随着抱团股接连下挫,机构抱团是否会瓦解?\n牛市前两个交易日,市场“二八风格”风格出现逆转,以贵州茅台为代表的机构重仓股接连下挫,而多数中小盘股呈现接连反弹走势,开市第二个交易日更是以百股涨停方式迎接牛年。\n值得注意的是,在机构重仓股下跌的过程中,被市场誉为“聪明资金”的北向资金逆势增持,两天净买入146亿元,宁德时代、洋河股份、迈瑞医疗、美的集团等股价下跌,北向资金...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/Th_q1b0oH5rN5E0hYV9C0g\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e1ba9e946731e80a5e52bb0f5d365b2","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"http://mp.weixin.qq.com/s/Th_q1b0oH5rN5E0hYV9C0g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136103993","content_text":"这个周末,市场谈论比较激烈的是:随着抱团股接连下挫,机构抱团是否会瓦解?\n牛市前两个交易日,市场“二八风格”风格出现逆转,以贵州茅台为代表的机构重仓股接连下挫,而多数中小盘股呈现接连反弹走势,开市第二个交易日更是以百股涨停方式迎接牛年。\n值得注意的是,在机构重仓股下跌的过程中,被市场誉为“聪明资金”的北向资金逆势增持,两天净买入146亿元,宁德时代、洋河股份、迈瑞医疗、美的集团等股价下跌,北向资金增持金额居前。\n牛年机构抱团股为何大跌?\nA股春节假期休市期间,外围市场整体表现稳定,在没有重大利空消息影响下,前期机构关注的白酒、新能源、医药等板块龙头股纷纷大跌,而中小盘股却获得资金关注,反弹幅度明显,市场运行风格与年前出现显著的变化。\n具体来看,白酒龙头股贵州茅台牛年首个交易日跌5%,次日延续跌势,但跌幅收窄至0.45%,两个交易日累计下跌5.42%;锂电池巨头宁德时代两个交易日累计下跌6.1%;家电龙头美的集团两个交易日累计下跌8.51%;医药龙头药明康德两个交易日累计下跌6.5%;安防龙头海康威视两个交易日累计下跌6.55%…\n\n机构抱团股纷纷大跌,多数中小盘股获得资金关注,接连出现反弹走势,2月19日两市更是出现百股涨停,中小盘股无疑是涨停的主要成分。据Wind统计,牛年前两个交易日,市值10亿至50亿的股票平均涨幅为6.62%;市值50亿至100亿的股票平均涨幅为5.84%;市值100亿至500亿的股票平均涨幅为3.91%。\n对于近期市场表现,东吴证券分析认为,节后两个交易日,以贵州茅台为代表的价值蓝筹股大跌的原因主要有以下几点:\n首先是美债收益率不断走高。东吴证券认为,核心消费公司的估值与美债收益率的反向相关性变强,而与短期业绩关联度明显下降。全球宏观层面上的利率、流动性、通胀等问题才是值得关注的焦点。美债利率的攀升不仅可能限制美股股市市盈率的上行空间,也会传导至其他国家市场,从而导致高估值的股票承受巨大压力,特别是在核心股票正处于历史估值高位区间的时候。\n其次是央行收紧流动性。东吴证券指出,抱团票由于估值普遍偏高,流动性是支撑它们涨不停的最重要原因。2月18日,央妈就回收流动性,开展了200亿的逆回购,但是有2800亿到期,另外开展了2000亿MLF刚好对冲掉到期的2000亿MLF,总体而言回收了2600亿的流动性。2月19日再次回收800亿7天期逆回购。这些动作再次体现了“紧平衡”的意图。这也给高估值成长股带来了不小的压力。\n再次是全球经济复苏曙光已现,化工、金属、机械、建材建筑和出口产业链,以及银行、券商、龙头地产基本面较为扎实,相关行业2021年盈利增速很可能比下游的消费行业更高。这些板块的估值与机构配置比例目前都处于历史低位。由于切换出来的资金体量较大,化工、有色等顺周期板块正好有足够的空间承接这些资金。\n北向资金逆势增持\n尽管医药生物、新能源、白酒等机构抱团板块牛年前两个交易日股价大跌,但北向资金持股数据显示,多数大跌的龙头股获其增持。\n北向资金两个交易日合计净买入146.27亿元,其中北向资金通过沪股通净买入44.73亿元,深股通净买入101.54亿元。\n按照行业划分,医药生物、银行、电气设备、有色金属等20个行业板块获净买入,其中,医药生物、银行、电气设备等行业板块净买入金额超20亿元,有色金属、农林牧渔、计算机等行业板块净买入金额超10亿元。而电子、汽车、交通运输、国防军工、食品饮料等8个行业板块被其净卖出。\n值得注意的是,医药生物板块近两个交易日跌幅明显,反而成为北向资金的第一净买入方向。新能源板块也获其关注,电气设备行业净买入24.93亿元。银行因其估值偏低,净买入28.14亿元。\n\n个股方面,宁德时代两个交易日获北向资金净买入14.65亿元,净买入金额最多,而该股走势并不乐观,近两个交易日接连呈现调整走势,累计跌幅达6.1%。\n值得注意的是,同样作为白酒股,贵州茅台被北向资金净卖出12.47亿元,而五粮液则被净买入14.33亿元,北向资金在白酒股的交易层面,着实有点矛盾。\n此外,洋河股份、迈瑞医疗、美的集团、金域医学、海尔之家、先导智能等近期跌幅明显的个股,也均获北向净买入。\n\n与此同时,上海机场等部分个股近期虽然走势较好,但却被北向资金大量净卖出,两个交易日内,北向资金净卖出上海机场金额达19.63亿元。新能源个股比亚迪、恩捷股份股价下跌,北向资金卖出金额也较多。立讯精密、歌尔股份、京东方A等电子行业龙头也被北向资金净卖出。\n\n(注:北上资金增减持金额数据主要根据每日晚间公布的全量沪深港通持股数据测算,行业、个股增减持金额以每日增减持股数乘以每日成交均价,数值可能与真实交易数据略有误差。)\n抱团未来将如何演绎?\n年初以来,A股市场持续上演“二八分化”格局,机构抱团愈演愈烈,“抱团股”强势上涨,引发市场对其估值的担忧。近期“抱团股”出现明显回调,投资者对于“龙头抱团过紧”,“抱团瓦解”的担忧开始加剧。那么抱团是否会就此瓦解?中小盘行情能否持续?抱团未来又将如何演绎?\n东吴证券认为,国内基金新发规模依然较高,海外资金风险偏好提升,待入市资金规模庞大,充裕的市场流动性将推动A股慢涨格局。随着基金新发规模边际降低,市场极致的分化将持续缓解,但整体抱团风格不会发生变化。需要注意的是2021年资金面可能和2020年有所不同,虽然不会急转弯但收紧已经是可以预见的。在这种情况下,股市不会出现大牛市格局。\n中泰证券表示,合理的估值是博弈和交易出来的,但在多空体系不平衡下,博弈出的价格容易失真。与美国等发达市场相比,A股个股做空机制仍不完善。只要公司及行业基本面不发生根本变化,“抱团”似乎难以“瓦解”。\n但在急剧的二八效应、甚至一九效应之下,过分的头部集中意味着较大的估值分层,头部公司享有较高估值、甚至是过分的估值溢价,而中尾部公司估值长期折价,市场价值甚至远低于其内含价值,长此以往将会影响股市的融资功能和一级市场的投资。同时,伴随政策常态化、防风险加强,信用“收缩”通道开启,企业再融资压力趋于上升,市场的资源配置功能将会减弱甚至失效,这与提升直接融资占比,助力经济结构转型的大方向也无疑是背道而驰的。\n中泰证券指出,全球资本市场逐步呈现“泡沫化”之下,高估值对货币政策边际变化的敏感度显著提升,一旦美联储加息预期升温,全球流动性面临收紧,高估值甚至“泡沫化”的市场意味着较大的潜在风险。\n招商证券此前也提示,纵观A股历史,抱团行情发生不止一次,这种极致的市场行情给坚定持有的投资者带了了丰厚的回报,然而过往几次的抱团行情持续3至4年后均以瓦解告终。本轮消费抱团已经持续了3年左右,根据最新的基金定期报告,当前的持仓集中度仍然处于阶段性高位。若抱团出现瓦解,可以配置低估值、高营收能力的个股,同时也该兼顾个股弹性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360250300,"gmtCreate":1613946792800,"gmtModify":1634551828063,"author":{"id":"3576374040053118","authorId":"3576374040053118","name":"逐步涨","avatar":"https://static.tigerbbs.com/2b860305d59f5f83146cc00f33e44b75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576374040053118","idStr":"3576374040053118"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360250300","repostId":"1177371356","repostType":4,"repost":{"id":"1177371356","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1613908733,"share":"https://www.laohu8.com/m/news/1177371356?lang=&edition=full","pubTime":"2021-02-21 19:58","market":"hk","language":"zh","title":"小米集团:电动汽车制造业务的研究还没有到正式立项阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1177371356","media":"老虎资讯综合","summary":"2月21日讯,小米集团在港公告,注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展,并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。","content":"<p>2月21日讯,小米集团在港公告,注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展,并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/3de0ddb17380d1d3e70b53261cff1cdc\"></p>\n<p><br></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米集团:电动汽车制造业务的研究还没有到正式立项阶段</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米集团:电动汽车制造业务的研究还没有到正式立项阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-21 19:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月21日讯,小米集团在港公告,注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展,并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/3de0ddb17380d1d3e70b53261cff1cdc\"></p>\n<p><br></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a05af8ce4f3dfb13a3f12e28b812d9a4","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177371356","content_text":"2月21日讯,小米集团在港公告,注意到近日若干媒体有关本集团拟进入电动汽车制造行业的报导。本集团一直关注电动汽车生态的发展,并就相关行业态势进行持续评估及研究。本集团就电动汽车制造业务的研究还没有到正式立项阶段。","news_type":1},"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}