耀辉亮剑的个人主页 - 老虎社区

耀辉亮剑

耀辉亮剑

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IP属地：甘肃

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38主题

0勋章

2021-11-10

$智勤控股(09913)$优质潜力股，加仓！

2021-10-19

$智勤控股(09913)$稳定优质股，值得持有

2022-03-11

$智勤控股(09913)$坚持稳仓，坚定信心

2021-11-27

$智勤控股(09913)$加油！别停车！

2022-04-09

$智勤控股(09913)$稳住仓

2021-10-22

$小米集团-W(01810)$优质股！加仓

2021-11-28

$智勤控股(09913)$加仓持有是最佳选择

2021-05-29

$ENTREPRENEUR UNIVERSE(EUBG)$这个股票还没到涨的时候

2021-10-31

$智勤控股(09913)$优质股，潜力大

2021-10-22

$智勤控股(09913)$持有加仓！顶！

2021-11-25

$智勤控股(09913)$潜力股，持有加仓

2021-10-30

$智勤控股(09913)$稳中求进好股！

2021-08-31

$智勤控股(09913)$稳步上升的好股👍

2022-04-13

$智勤控股(09913)$dd此股近期表现不佳

2022-03-22

$ENTREPRENEUR UNIVERSE BRIGHT GROUP(EUBG)$此股太不正常

2021-09-14

这篇文章不错，转发给大家看

@koolgal:$APAC REALTY LIMITED(CLN.SI)$ also known as Era is the second largest Real Estate agency in Singapore. It has been on an uptrend on the back of bumper profits from a hot property market in Singapore. Good stock to hold as it is well managed and asset light. Most of all it pays good dividends! 🌟🌟🌟

2021-11-27

$智勤控股(09913)$继续加仓持有

2021-09-14

这篇文章不错，转发给大家看

@库巴财经:在英国爆亏千亿的李嘉诚，又想回中国割韭菜了？

2022-03-25

$ENTREPRENEUR UNIVERSE BRIGHT GROUP(EUBG)$👎👎👎

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2208(HSImain)$$XI二南方恒科(07552)$$美团-W(03690)$$腾讯控股(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685961339","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685868169,"gmtCreate":1659567190755,"gmtModify":1659567190755,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/685868169","repostId":"685179888","repostType":1,"repost":{"id":685179888,"gmtCreate":1659522375449,"gmtModify":1659542153496,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"聊聊妖股原理：尚乘国际和尚乘数科","htmlText":"第一部分：操纵股价的关键：控制筹码、非市场化发行上市公司股东可以大致分为三类：1、创始团队2、一级市场投资者，VC/PE3、IPO中或者上市后参与的长线和对冲基金在解禁前，1和2无法卖出，股价的每日波动取决于第3类。IPO发行分为市场化和非市场化。市场化发行：广泛的真正的市场化的对冲基金、长线基金、散户的参与，价格相对体现价值，不会形成强有力的控盘。非市场化是指，没有市场化的参与，认购方只是少数亲友。老千股有一个多年的玩法在香港叫\"围飞\"。注意：并非所有的非市场化发行都是烂公司、老千股。行情很差的时候，一些优质的公司可能也需要老股东等亲友的支持成功上市，之后再凭借基本面的优质表现，渐渐吸引市场化基金的投资。但还有一类公司，一开始就奔着操纵市场去的，在ipo发行时，会让筹码集中在\"少数人\"手中。IPO后的前几天左手倒右手，股价非常容易控制，拉十倍，百倍轻轻松松。因为没有外部筹码，控制股价的关键是控制筹码。解禁之后，控制筹码的难度/代价大大提升，因为1和2类股东都解禁了。但也有例外：如果公司几乎没做过一级市场融资，团队也可能2-3位甚至只有老大持股，这样的股权结构也有机会在解禁后控盘。比如<a target=\"_blank\" href=\"https://laohu8.com/S/AMTD\">$尚乘国际(AMTD)$</a>&nbsp;。第二部分 <a target=\"_blank\" href=\"https://laohu8.com/S/AMTD\">$尚乘国际(AMTD)$</a>&nbsp;和<a target=\"_blank\" href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>&nbsp;这两家公司基本面完全不用看，创始人蔡志坚的口碑。。。（可自行百度/谷歌）。也完全不用看PR稿里提到的李嘉诚或者其他占比微小的财务股东。当年尚乘初始","listText":"第一部分：操纵股价的关键：控制筹码、非市场化发行上市公司股东可以大致分为三类：1、创始团队2、一级市场投资者，VC/PE3、IPO中或者上市后参与的长线和对冲基金在解禁前，1和2无法卖出，股价的每日波动取决于第3类。IPO发行分为市场化和非市场化。市场化发行：广泛的真正的市场化的对冲基金、长线基金、散户的参与，价格相对体现价值，不会形成强有力的控盘。非市场化是指，没有市场化的参与，认购方只是少数亲友。老千股有一个多年的玩法在香港叫\"围飞\"。注意：并非所有的非市场化发行都是烂公司、老千股。行情很差的时候，一些优质的公司可能也需要老股东等亲友的支持成功上市，之后再凭借基本面的优质表现，渐渐吸引市场化基金的投资。但还有一类公司，一开始就奔着操纵市场去的，在ipo发行时，会让筹码集中在\"少数人\"手中。IPO后的前几天左手倒右手，股价非常容易控制，拉十倍，百倍轻轻松松。因为没有外部筹码，控制股价的关键是控制筹码。解禁之后，控制筹码的难度/代价大大提升，因为1和2类股东都解禁了。但也有例外：如果公司几乎没做过一级市场融资，团队也可能2-3位甚至只有老大持股，这样的股权结构也有机会在解禁后控盘。比如<a target=\"_blank\" href=\"https://laohu8.com/S/AMTD\">$尚乘国际(AMTD)$</a>&nbsp;。第二部分 <a target=\"_blank\" href=\"https://laohu8.com/S/AMTD\">$尚乘国际(AMTD)$</a>&nbsp;和<a target=\"_blank\" href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>&nbsp;这两家公司基本面完全不用看，创始人蔡志坚的口碑。。。（可自行百度/谷歌）。也完全不用看PR稿里提到的李嘉诚或者其他占比微小的财务股东。当年尚乘初始","text":"第一部分：操纵股价的关键：控制筹码、非市场化发行上市公司股东可以大致分为三类：1、创始团队2、一级市场投资者，VC/PE3、IPO中或者上市后参与的长线和对冲基金在解禁前，1和2无法卖出，股价的每日波动取决于第3类。IPO发行分为市场化和非市场化。市场化发行：广泛的真正的市场化的对冲基金、长线基金、散户的参与，价格相对体现价值，不会形成强有力的控盘。非市场化是指，没有市场化的参与，认购方只是少数亲友。老千股有一个多年的玩法在香港叫\"围飞\"。注意：并非所有的非市场化发行都是烂公司、老千股。行情很差的时候，一些优质的公司可能也需要老股东等亲友的支持成功上市，之后再凭借基本面的优质表现，渐渐吸引市场化基金的投资。但还有一类公司，一开始就奔着操纵市场去的，在ipo发行时，会让筹码集中在\"少数人\"手中。IPO后的前几天左手倒右手，股价非常容易控制，拉十倍，百倍轻轻松松。因为没有外部筹码，控制股价的关键是控制筹码。解禁之后，控制筹码的难度/代价大大提升，因为1和2类股东都解禁了。但也有例外：如果公司几乎没做过一级市场融资，团队也可能2-3位甚至只有老大持股，这样的股权结构也有机会在解禁后控盘。比如$尚乘国际(AMTD)$ 。第二部分 $尚乘国际(AMTD)$ 和$尚乘数科(HKD)$ 这两家公司基本面完全不用看，创始人蔡志坚的口碑。。。（可自行百度/谷歌）。也完全不用看PR稿里提到的李嘉诚或者其他占比微小的财务股东。当年尚乘初始","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685179888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685868354,"gmtCreate":1659567175880,"gmtModify":1659567175880,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/685868354","repostId":"685120371","repostType":1,"repost":{"id":685120371,"gmtCreate":1659506516736,"gmtModify":1659518918335,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"上市半个月，股价翻200倍，“妖股”尚乘数科来历几何？","htmlText":"史上最妖的妖股在美联储加息、高通胀等大环境影响下，标普500今年已经下跌超14%。但是却有这么一只“冷门”中概股，自上市以来，连续多日涨幅超100%，震惊了一众华尔街的小伙伴。8月2日，<a target=\"_blank\" href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a> 收盘再度飙升126.28%，收盘价1679美元，从发行价7.8美元一路魔幻飙涨150倍，市值突破3000亿美元，此时距离上市仅仅19天，中概龙头阿里巴巴市值也不过2453亿美元值得细品的是，公司有大约 1.85亿股流通股，但公众每天可以交易的股票只有 1600万股，上市以后每日交易量只有几十万股。背后股东是李嘉诚？尚乘集团是亚洲最大的民营独立投资银行，也是香港领先的综合性金融机构集团和最大的独立非银行资产管理公司和保险经纪公司之一，最早由李嘉诚的长江实业集团和和记黄埔在2003年创立，后由投行出身的香港商人蔡志坚成为尚乘集团的实际控制人。近几年，尚乘集团不断拆分旗下业务板块上市，<a target=\"_blank\" href=\"https://laohu8.com/S/AMTD\">$尚乘国际(AMTD)$</a> 2019年在纽交所上市，旗下<a target=\"_blank\" href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>今年7月15日也于纽交所上市。尚乘数科的业务非常的广泛，赚钱的，一个是数字金融服务业务，为企业提供一站式跨市场的智能数字金融服务，公司目前拥有一张香港保险经纪牌和一张新加坡牌照，其他“稀缺”牌照，还在等待批（画）准（饼）中。这项业务2019年到2021年营收分别为867.1万港元、986.9万港元和1172.1万港元。最赚钱的业务是蛛网生态系统解决方案业务（SpiderNet Ecosyste","listText":"史上最妖的妖股在美联储加息、高通胀等大环境影响下，标普500今年已经下跌超14%。但是却有这么一只“冷门”中概股，自上市以来，连续多日涨幅超100%，震惊了一众华尔街的小伙伴。8月2日，<a target=\"_blank\" href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a> 收盘再度飙升126.28%，收盘价1679美元，从发行价7.8美元一路魔幻飙涨150倍，市值突破3000亿美元，此时距离上市仅仅19天，中概龙头阿里巴巴市值也不过2453亿美元值得细品的是，公司有大约 1.85亿股流通股，但公众每天可以交易的股票只有 1600万股，上市以后每日交易量只有几十万股。背后股东是李嘉诚？尚乘集团是亚洲最大的民营独立投资银行，也是香港领先的综合性金融机构集团和最大的独立非银行资产管理公司和保险经纪公司之一，最早由李嘉诚的长江实业集团和和记黄埔在2003年创立，后由投行出身的香港商人蔡志坚成为尚乘集团的实际控制人。近几年，尚乘集团不断拆分旗下业务板块上市，<a target=\"_blank\" href=\"https://laohu8.com/S/AMTD\">$尚乘国际(AMTD)$</a> 2019年在纽交所上市，旗下<a target=\"_blank\" href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>今年7月15日也于纽交所上市。尚乘数科的业务非常的广泛，赚钱的，一个是数字金融服务业务，为企业提供一站式跨市场的智能数字金融服务，公司目前拥有一张香港保险经纪牌和一张新加坡牌照，其他“稀缺”牌照，还在等待批（画）准（饼）中。这项业务2019年到2021年营收分别为867.1万港元、986.9万港元和1172.1万港元。最赚钱的业务是蛛网生态系统解决方案业务（SpiderNet Ecosyste","text":"史上最妖的妖股在美联储加息、高通胀等大环境影响下，标普500今年已经下跌超14%。但是却有这么一只“冷门”中概股，自上市以来，连续多日涨幅超100%，震惊了一众华尔街的小伙伴。8月2日，$尚乘数科(HKD)$ 收盘再度飙升126.28%，收盘价1679美元，从发行价7.8美元一路魔幻飙涨150倍，市值突破3000亿美元，此时距离上市仅仅19天，中概龙头阿里巴巴市值也不过2453亿美元值得细品的是，公司有大约 1.85亿股流通股，但公众每天可以交易的股票只有 1600万股，上市以后每日交易量只有几十万股。背后股东是李嘉诚？尚乘集团是亚洲最大的民营独立投资银行，也是香港领先的综合性金融机构集团和最大的独立非银行资产管理公司和保险经纪公司之一，最早由李嘉诚的长江实业集团和和记黄埔在2003年创立，后由投行出身的香港商人蔡志坚成为尚乘集团的实际控制人。近几年，尚乘集团不断拆分旗下业务板块上市，$尚乘国际(AMTD)$ 2019年在纽交所上市，旗下$尚乘数科(HKD)$今年7月15日也于纽交所上市。尚乘数科的业务非常的广泛，赚钱的，一个是数字金融服务业务，为企业提供一站式跨市场的智能数字金融服务，公司目前拥有一张香港保险经纪牌和一张新加坡牌照，其他“稀缺”牌照，还在等待批（画）准（饼）中。这项业务2019年到2021年营收分别为867.1万港元、986.9万港元和1172.1万港元。最赚钱的业务是蛛网生态系统解决方案业务（SpiderNet Ecosyste","images":[{"img":"https://static.tigerbbs.com/2bd5ed2a8521212f4a9ead577802281f","width":"554","height":"189"},{"img":"https://static.tigerbbs.com/022700882289e3edc607cad00562a5c8","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/1b90844e20e65d37cdaa79b54edf1ef1","width":"690","height":"613"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685120371","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685882611,"gmtCreate":1659550967337,"gmtModify":1659550967337,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/685882611","repostId":"685921962","repostType":1,"repost":{"id":685921962,"gmtCreate":1659406334503,"gmtModify":1703729208339,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"🔥【8月2日】8月开门黑，美股结束三连阳！今天买点啥","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8月2日讯，地缘政治紧张，隔夜美股收跌，中概股普跌。港股全线低开，恒指跌1.1%失守20000点大关，国指跌1.37%，恒生科技指数跌1.9%。盘面上，大型科技股普跌，<a href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>跌超3%，小米、美团、快手跌近3%；昨日大涨的汽车股集体下跌，<a href=\"https://laohu8.com/S/601633\">$长城汽车(601633)$</a>领跌，内房股与物管股继续走弱，<a href=\"https://laohu8.com/S/06098\">$碧桂园服务(06098)$</a>跌5%领跌蓝筹；餐饮股、互联网医疗股、石油股、手机概念股纷纷下跌。另一方面，军工股走高，<a href=\"https://laohu8.com/S/600685\">$中船防务(600685)$</a>涨约4%，药品股多数上涨。教育股跌幅居前，<a href=\"https://laohu8.com/S/09901\">$新东方(09901)$</a>跌6%。美股市场美股三大指数微跌 市场关注衰退与地缘政治风险美股周一收跌。市场聚焦美股财报与经济数据，并担忧衰退与地缘政治风险。截至收盘，道琼斯指数跌0.14%，纳斯达克综合指数跌0.18%，标普500指数跌0.28%。大型科技股涨跌互现，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>跌0.62%，<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>跌0.97%，<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>跌1.2","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8月2日讯，地缘政治紧张，隔夜美股收跌，中概股普跌。港股全线低开，恒指跌1.1%失守20000点大关，国指跌1.37%，恒生科技指数跌1.9%。盘面上，大型科技股普跌，<a href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>跌超3%，小米、美团、快手跌近3%；昨日大涨的汽车股集体下跌，<a href=\"https://laohu8.com/S/601633\">$长城汽车(601633)$</a>领跌，内房股与物管股继续走弱，<a href=\"https://laohu8.com/S/06098\">$碧桂园服务(06098)$</a>跌5%领跌蓝筹；餐饮股、互联网医疗股、石油股、手机概念股纷纷下跌。另一方面，军工股走高，<a href=\"https://laohu8.com/S/600685\">$中船防务(600685)$</a>涨约4%，药品股多数上涨。教育股跌幅居前，<a href=\"https://laohu8.com/S/09901\">$新东方(09901)$</a>跌6%。美股市场美股三大指数微跌 市场关注衰退与地缘政治风险美股周一收跌。市场聚焦美股财报与经济数据，并担忧衰退与地缘政治风险。截至收盘，道琼斯指数跌0.14%，纳斯达克综合指数跌0.18%，标普500指数跌0.28%。大型科技股涨跌互现，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>跌0.62%，<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>跌0.97%，<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>跌1.2","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8月2日讯，地缘政治紧张，隔夜美股收跌，中概股普跌。港股全线低开，恒指跌1.1%失守20000点大关，国指跌1.37%，恒生科技指数跌1.9%。盘面上，大型科技股普跌，$百度(09888)$跌超3%，小米、美团、快手跌近3%；昨日大涨的汽车股集体下跌，$长城汽车(601633)$领跌，内房股与物管股继续走弱，$碧桂园服务(06098)$跌5%领跌蓝筹；餐饮股、互联网医疗股、石油股、手机概念股纷纷下跌。另一方面，军工股走高，$中船防务(600685)$涨约4%，药品股多数上涨。教育股跌幅居前，$新东方(09901)$跌6%。美股市场美股三大指数微跌 市场关注衰退与地缘政治风险美股周一收跌。市场聚焦美股财报与经济数据，并担忧衰退与地缘政治风险。截至收盘，道琼斯指数跌0.14%，纳斯达克综合指数跌0.18%，标普500指数跌0.28%。大型科技股涨跌互现，$苹果(AAPL)$跌0.62%，$微软(MSFT)$跌0.97%，$谷歌(GOOG)$跌1.2","images":[{"img":"https://static.tigerbbs.com/6a59234da3b3d1e332a7e614ee27a552","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685921962","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685882834,"gmtCreate":1659550954430,"gmtModify":1659550954430,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/685882834","repostId":"685974967","repostType":1,"repost":{"id":685974967,"gmtCreate":1659420217827,"gmtModify":1704952968359,"author":{"id":"3527667577115702","authorId":"3527667577115702","name":"小米死多头","avatar":"https://static.tigerbbs.com/2c36273dc153f2f9e76fe9da987b5084","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"老铁们，佩洛西访台，你们怎么看？","htmlText":"美国众院议长佩洛西是否窜访台湾，引发各界关注。台湾“壹新闻”刚刚称获得“独家消息”，佩洛西一行人很可能在明日（2日）窜台，并过夜1晚，会晤台高层。台湾《联合报》同日说，美国《华盛顿邮报》称佩洛西访台可能落在8月2日晚上或3日上午，将经由马来西亚来台湾。台“总统府”1日对此消息未予证实，仅说由外事部门回应。而台外事部门宣称，目前没有进一步的消息分享，也没有其他评论。而台湾中时新闻网也传出“佩洛西最快明晚到台湾”的消息。据环球网，自佩洛西开启亚洲行后，其行程信息一直显得“低调且神秘”，其公开的行程中并未包括中国台湾地区，但就在今天早些时候，岛内“中央社”还在炒作称，佩洛西公开行程虽未提台湾更多可能是出自安全顾虑，未必是真的没有访台计划。报道声称，台湾议题向来高度敏感，过去访台议员大多选择抵达前一天或当天才公布行程，更何况是佩洛西。中方态度针对佩洛西可能窜台，中方连日来多次发出警告。在8月1日的中国外交部例行记者会上，有记者提问：“你提到‘中国军队绝不会坐视不管’，可否详细说明这指的是什么？如果佩洛西访台，可能会发生什么？”对此，外交部发言人赵立坚表示，佩洛西的身份决定了她访台必然高度敏感。不管她什么时候、以什么方式赴台，都将严重违反一个中国原则和中美三个联合公报规定，严重破坏中美关系，必将造成恶劣政治影响。如果佩洛西众议长访台，中方必将采取坚定应对和有力的反制措施，捍卫自身主权和领土完整。至于是什么措施，如果她敢去，那就让我们拭目以待。7月31日上午，空军新闻发言人申进科大校在空军航空开放活动新闻发布会上表示，捍卫祖国的大好河山，是人民空军的神圣使命。空军多型战机绕飞祖国宝岛，锤炼提升维护国家主权和领土完整的能力。空军有坚定的意志、充分的信心、足够的能力，捍卫国家主权和领土完整。今早，@东部战区微博发布：时刻准备战斗！福建省军区在闽南组织防空实弹射击！佩洛西是谁？佩洛西可谓是美","listText":"美国众院议长佩洛西是否窜访台湾，引发各界关注。台湾“壹新闻”刚刚称获得“独家消息”，佩洛西一行人很可能在明日（2日）窜台，并过夜1晚，会晤台高层。台湾《联合报》同日说，美国《华盛顿邮报》称佩洛西访台可能落在8月2日晚上或3日上午，将经由马来西亚来台湾。台“总统府”1日对此消息未予证实，仅说由外事部门回应。而台外事部门宣称，目前没有进一步的消息分享，也没有其他评论。而台湾中时新闻网也传出“佩洛西最快明晚到台湾”的消息。据环球网，自佩洛西开启亚洲行后，其行程信息一直显得“低调且神秘”，其公开的行程中并未包括中国台湾地区，但就在今天早些时候，岛内“中央社”还在炒作称，佩洛西公开行程虽未提台湾更多可能是出自安全顾虑，未必是真的没有访台计划。报道声称，台湾议题向来高度敏感，过去访台议员大多选择抵达前一天或当天才公布行程，更何况是佩洛西。中方态度针对佩洛西可能窜台，中方连日来多次发出警告。在8月1日的中国外交部例行记者会上，有记者提问：“你提到‘中国军队绝不会坐视不管’，可否详细说明这指的是什么？如果佩洛西访台，可能会发生什么？”对此，外交部发言人赵立坚表示，佩洛西的身份决定了她访台必然高度敏感。不管她什么时候、以什么方式赴台，都将严重违反一个中国原则和中美三个联合公报规定，严重破坏中美关系，必将造成恶劣政治影响。如果佩洛西众议长访台，中方必将采取坚定应对和有力的反制措施，捍卫自身主权和领土完整。至于是什么措施，如果她敢去，那就让我们拭目以待。7月31日上午，空军新闻发言人申进科大校在空军航空开放活动新闻发布会上表示，捍卫祖国的大好河山，是人民空军的神圣使命。空军多型战机绕飞祖国宝岛，锤炼提升维护国家主权和领土完整的能力。空军有坚定的意志、充分的信心、足够的能力，捍卫国家主权和领土完整。今早，@东部战区微博发布：时刻准备战斗！福建省军区在闽南组织防空实弹射击！佩洛西是谁？佩洛西可谓是美","text":"美国众院议长佩洛西是否窜访台湾，引发各界关注。台湾“壹新闻”刚刚称获得“独家消息”，佩洛西一行人很可能在明日（2日）窜台，并过夜1晚，会晤台高层。台湾《联合报》同日说，美国《华盛顿邮报》称佩洛西访台可能落在8月2日晚上或3日上午，将经由马来西亚来台湾。台“总统府”1日对此消息未予证实，仅说由外事部门回应。而台外事部门宣称，目前没有进一步的消息分享，也没有其他评论。而台湾中时新闻网也传出“佩洛西最快明晚到台湾”的消息。据环球网，自佩洛西开启亚洲行后，其行程信息一直显得“低调且神秘”，其公开的行程中并未包括中国台湾地区，但就在今天早些时候，岛内“中央社”还在炒作称，佩洛西公开行程虽未提台湾更多可能是出自安全顾虑，未必是真的没有访台计划。报道声称，台湾议题向来高度敏感，过去访台议员大多选择抵达前一天或当天才公布行程，更何况是佩洛西。中方态度针对佩洛西可能窜台，中方连日来多次发出警告。在8月1日的中国外交部例行记者会上，有记者提问：“你提到‘中国军队绝不会坐视不管’，可否详细说明这指的是什么？如果佩洛西访台，可能会发生什么？”对此，外交部发言人赵立坚表示，佩洛西的身份决定了她访台必然高度敏感。不管她什么时候、以什么方式赴台，都将严重违反一个中国原则和中美三个联合公报规定，严重破坏中美关系，必将造成恶劣政治影响。如果佩洛西众议长访台，中方必将采取坚定应对和有力的反制措施，捍卫自身主权和领土完整。至于是什么措施，如果她敢去，那就让我们拭目以待。7月31日上午，空军新闻发言人申进科大校在空军航空开放活动新闻发布会上表示，捍卫祖国的大好河山，是人民空军的神圣使命。空军多型战机绕飞祖国宝岛，锤炼提升维护国家主权和领土完整的能力。空军有坚定的意志、充分的信心、足够的能力，捍卫国家主权和领土完整。今早，@东部战区微博发布：时刻准备战斗！福建省军区在闽南组织防空实弹射击！佩洛西是谁？佩洛西可谓是美","images":[{"img":"https://static.tigerbbs.com/03111c338d7a74664db8793d4643cbb6","width":"735","height":"556"},{"img":"https://static.tigerbbs.com/cea1617c122373237593e77dc26738d7","width":"522","height":"580"},{"img":"https://static.tigerbbs.com/c3db6a8ad1888bd898f7c2c9f229d128","width":"772","height":"568"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685974967","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685882996,"gmtCreate":1659550430417,"gmtModify":1659550430417,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/685882996","repostId":"685339040","repostType":1,"repost":{"id":685339040,"gmtCreate":1659428106060,"gmtModify":1659447541403,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"佩老太，阿里上亿的巨额put是你买的吧？","htmlText":"1这事儿要从昨晚说起。睡前扫了一眼异动，发现两单做空台积电的put，总金额都在200万左右。如果是下注赌财报那也是挺多的了，但如果是押注地缘局势动荡，只能说这个持仓就是小孩过家家，说明不了任何问题。如此重要的地缘事件，资金量级肯定都是千万级别起步，而且肯定是提早布置，哪有当天下单的？百万只能说意思意思，做个情绪波动。每次台湾有事，惯例<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 跌，<a target=\"_blank\" href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a> 涨，我也没当回事，就去睡觉了。2早上起床，看到有些交易员朋友开始布局空单，琢磨了一下觉得自己遗漏了什么…… 资金量级肯定都是千万级别起步，而且肯定提早布置 我的表情就此凝固：确实有一种情况符合。你们还记得我提过<a href=\"https://laohu8.com/TW/682434237\" target=\"_blank\">FOMC当天反常的期权异动</a>吗？明明是从预期到市场走向都是鸽派看涨，但不知道为何当天会有人豪掷几千万甚至上亿去购买远期深度价内put。这些大单当时令我百思不得其解，现在看来，就是相关知情人士利用FOMC的来掩盖下单。如果是平时发生如此巨额的天量异动，一定会被金融媒体争相报道并且揣测解读，但是发生在重要的货币政策公布日，只会普通的解读成针对加息预期的远期布局。而且只能是阿里，如果换成台积电，哪怕是在FOMC当天下单都会感觉非常突兀。台积电突增上亿空单，明眼人都知道要出事。当天被下单天量put的不止有阿里，还有很多别的美股。其他股票put空单不太确定，但阿里put空单大概率是佩老太干的。和俄乌冲突不同，打不打的起来，只有普京知","listText":"1这事儿要从昨晚说起。睡前扫了一眼异动，发现两单做空台积电的put，总金额都在200万左右。如果是下注赌财报那也是挺多的了，但如果是押注地缘局势动荡，只能说这个持仓就是小孩过家家，说明不了任何问题。如此重要的地缘事件，资金量级肯定都是千万级别起步，而且肯定是提早布置，哪有当天下单的？百万只能说意思意思，做个情绪波动。每次台湾有事，惯例<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 跌，<a target=\"_blank\" href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a> 涨，我也没当回事，就去睡觉了。2早上起床，看到有些交易员朋友开始布局空单，琢磨了一下觉得自己遗漏了什么…… 资金量级肯定都是千万级别起步，而且肯定提早布置 我的表情就此凝固：确实有一种情况符合。你们还记得我提过<a href=\"https://laohu8.com/TW/682434237\" target=\"_blank\">FOMC当天反常的期权异动</a>吗？明明是从预期到市场走向都是鸽派看涨，但不知道为何当天会有人豪掷几千万甚至上亿去购买远期深度价内put。这些大单当时令我百思不得其解，现在看来，就是相关知情人士利用FOMC的来掩盖下单。如果是平时发生如此巨额的天量异动，一定会被金融媒体争相报道并且揣测解读，但是发生在重要的货币政策公布日，只会普通的解读成针对加息预期的远期布局。而且只能是阿里，如果换成台积电，哪怕是在FOMC当天下单都会感觉非常突兀。台积电突增上亿空单，明眼人都知道要出事。当天被下单天量put的不止有阿里，还有很多别的美股。其他股票put空单不太确定，但阿里put空单大概率是佩老太干的。和俄乌冲突不同，打不打的起来，只有普京知","text":"1这事儿要从昨晚说起。睡前扫了一眼异动，发现两单做空台积电的put，总金额都在200万左右。如果是下注赌财报那也是挺多的了，但如果是押注地缘局势动荡，只能说这个持仓就是小孩过家家，说明不了任何问题。如此重要的地缘事件，资金量级肯定都是千万级别起步，而且肯定是提早布置，哪有当天下单的？百万只能说意思意思，做个情绪波动。每次台湾有事，惯例$台积电(TSM)$ 跌，$GLOBALFOUNDRIES Inc.(GFS)$ 涨，我也没当回事，就去睡觉了。2早上起床，看到有些交易员朋友开始布局空单，琢磨了一下觉得自己遗漏了什么…… 资金量级肯定都是千万级别起步，而且肯定提早布置 我的表情就此凝固：确实有一种情况符合。你们还记得我提过FOMC当天反常的期权异动吗？明明是从预期到市场走向都是鸽派看涨，但不知道为何当天会有人豪掷几千万甚至上亿去购买远期深度价内put。这些大单当时令我百思不得其解，现在看来，就是相关知情人士利用FOMC的来掩盖下单。如果是平时发生如此巨额的天量异动，一定会被金融媒体争相报道并且揣测解读，但是发生在重要的货币政策公布日，只会普通的解读成针对加息预期的远期布局。而且只能是阿里，如果换成台积电，哪怕是在FOMC当天下单都会感觉非常突兀。台积电突增上亿空单，明眼人都知道要出事。当天被下单天量put的不止有阿里，还有很多别的美股。其他股票put空单不太确定，但阿里put空单大概率是佩老太干的。和俄乌冲突不同，打不打的起来，只有普京知","images":[{"img":"https://static.tigerbbs.com/6f7eec96e34d7dc975c5afecf1b80c60","width":"1170","height":"2068"},{"img":"https://static.tigerbbs.com/66626af7307adf015446d8f841efff66","width":"1169","height":"1792"},{"img":"https://static.tigerbbs.com/e7555709658fb237bfcd01701580cebd","width":"1170","height":"1765"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685339040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682250323,"gmtCreate":1659021339063,"gmtModify":1659021339063,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/682250323","repostId":"682120344","repostType":1,"repost":{"id":682120344,"gmtCreate":1658845448592,"gmtModify":1658885488849,"author":{"id":"4092120138472470","authorId":"4092120138472470","name":"AlexandreLic","avatar":"https://static.tigerbbs.com/71925afc09e12d0e4f496ffc0190c443","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>$GM just reported their Q2 earning...&nbsp;Despite selling 82% fewer vehicles than GM in Q2, $TSLA&nbsp;generated 36% more net income!And it was even more during Q1 2022. This isn’t a one-off event. In Q1, $TSLA&nbsp;also generated more overall profit and made 4.5x the net income per vehicle soldThat gap is now 7.6x more net income per vehicle sold in Q2!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>$GM just reported their Q2 earning...&nbsp;Despite selling 82% fewer vehicles than GM in Q2, $TSLA&nbsp;generated 36% more net income!And it was even more during Q1 2022. This isn’t a one-off event. In Q1, $TSLA&nbsp;also generated more overall profit and made 4.5x the net income per vehicle soldThat gap is now 7.6x more net income per vehicle sold in Q2!","text":"$Tesla Motors(TSLA)$$GM just reported their Q2 earning... Despite selling 82% fewer vehicles than GM in Q2, $TSLA generated 36% more net income!And it was even more during Q1 2022. This isn’t a one-off event. In Q1, $TSLA also generated more overall profit and made 4.5x the net income per vehicle soldThat gap is now 7.6x more net income per vehicle sold in Q2!","images":[{"img":"https://static.tigerbbs.com/6a087684f7fd3c111ee50d7809e0a6f9","width":"576","height":"188"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682120344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682250942,"gmtCreate":1659021329890,"gmtModify":1659021329890,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682250942","repostId":"682602814","repostType":1,"repost":{"id":682602814,"gmtCreate":1658930950337,"gmtModify":1658963862081,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"FOMC没有问题，问题在于GDP","htmlText":"谈谈怎么看今晚的FOMC和明天的GDP，以及一些我不甚赞同的大单异动。今日news：<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> &nbsp;盘前涨4%，Q2双低于预期。营收: $696.9亿, 预期: $700亿；EPS: $1.21, 预期: 1.3。广告营收增长12%至562.9亿美元，超预期的559.1亿美元<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> &nbsp;&nbsp;&nbsp;盘前涨4%，Q2双低于预期。营收: $519亿, 预期: $524.4亿；EPS: 2.23, 预期: 2.29。公司预计2023财年营业收入将实现两位数增长。<a href=\"https://laohu8.com/S/TXN\">$德州仪器(TXN)$</a> &nbsp;盘前涨3%，Q2双超预期。&nbsp;营收: $52.1亿, est: $46.1亿；EPSL $2.45, est: $2.12。CEO拒绝对市场或整个芯片行业做出具体预测。<a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> &nbsp;盘前跌1%，Q2双低于预期。Revenue: $13亿, 预期: $13.3亿；EPS: -$0.03, 预期: $0.03。预计2022年将是一个过渡年。<a href=\"https://laohu8.com/S/V\">$Visa(V)$</a> &nbsp;&nbsp;Q2双超预期。&nbsp;营收: $72.8亿, 预期: $70.6亿； EPS: $1.98, 预期: $1.74。跨境旅游支付量自2020年初疫情开始以来首次超过2019年的水平。","listText":"谈谈怎么看今晚的FOMC和明天的GDP，以及一些我不甚赞同的大单异动。今日news：<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> &nbsp;盘前涨4%，Q2双低于预期。营收: $696.9亿, 预期: $700亿；EPS: $1.21, 预期: 1.3。广告营收增长12%至562.9亿美元，超预期的559.1亿美元<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> &nbsp;&nbsp;&nbsp;盘前涨4%，Q2双低于预期。营收: $519亿, 预期: $524.4亿；EPS: 2.23, 预期: 2.29。公司预计2023财年营业收入将实现两位数增长。<a href=\"https://laohu8.com/S/TXN\">$德州仪器(TXN)$</a> &nbsp;盘前涨3%，Q2双超预期。&nbsp;营收: $52.1亿, est: $46.1亿；EPSL $2.45, est: $2.12。CEO拒绝对市场或整个芯片行业做出具体预测。<a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> &nbsp;盘前跌1%，Q2双低于预期。Revenue: $13亿, 预期: $13.3亿；EPS: -$0.03, 预期: $0.03。预计2022年将是一个过渡年。<a href=\"https://laohu8.com/S/V\">$Visa(V)$</a> &nbsp;&nbsp;Q2双超预期。&nbsp;营收: $72.8亿, 预期: $70.6亿； EPS: $1.98, 预期: $1.74。跨境旅游支付量自2020年初疫情开始以来首次超过2019年的水平。","text":"谈谈怎么看今晚的FOMC和明天的GDP，以及一些我不甚赞同的大单异动。今日news：$谷歌(GOOG)$ 盘前涨4%，Q2双低于预期。营收: $696.9亿, 预期: $700亿；EPS: $1.21, 预期: 1.3。广告营收增长12%至562.9亿美元，超预期的559.1亿美元$微软(MSFT)$ 盘前涨4%，Q2双低于预期。营收: $519亿, 预期: $524.4亿；EPS: 2.23, 预期: 2.29。公司预计2023财年营业收入将实现两位数增长。$德州仪器(TXN)$ 盘前涨3%，Q2双超预期。 营收: $52.1亿, est: $46.1亿；EPSL $2.45, est: $2.12。CEO拒绝对市场或整个芯片行业做出具体预测。$Shopify Inc(SHOP)$ 盘前跌1%，Q2双低于预期。Revenue: $13亿, 预期: $13.3亿；EPS: -$0.03, 预期: $0.03。预计2022年将是一个过渡年。$Visa(V)$ Q2双超预期。 营收: $72.8亿, 预期: $70.6亿； EPS: $1.98, 预期: $1.74。跨境旅游支付量自2020年初疫情开始以来首次超过2019年的水平。","images":[{"img":"https://static.tigerbbs.com/34c886fe8a730d9e82d6cbcd69143c3f","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/c3cbbd705d4078e38729f7c600ae7e3b","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/887a0a9574e4ad3738d4bed80a538284","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682602814","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682250002,"gmtCreate":1659021321408,"gmtModify":1659021321408,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/682250002","repostId":"682691571","repostType":1,"repost":{"id":682691571,"gmtCreate":1658933572701,"gmtModify":1658974493878,"author":{"id":"4091087146143990","authorId":"4091087146143990","name":"搏尽佢啦","avatar":"https://static.tigerbbs.com/2bd6966628936973d5e83afb86702966","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"《港美股复盘系列》利率决议夜，再战7月CPI","htmlText":"\n \n \n  之前鹰王预期7月份依旧加息75基点后，CME那里的100基点马上变成20-30%，大家都对7月份预期转为加75基点，然后纳指继续涨，个人认为FOMC预期加息对通胀的影响比较济后，所以7月份继续用75基点来加，避免通胀速度象\"失控\"一样，因为失控就代表加息并不能有效压制通胀，就要全方面总攻了，比如缩表的规模和速度，最近也一直没提，到时侯可能就要提高了，又比如中期选择其中一张牌，中美关税，迟迟不达成共识是否有意拖延..失控时被逼也得打出呢...所以个人更看重8月份出的7月CPI，到底是继续居高不下甚至更高还是初见成效呢.. 而今晚75基点按理不会有意外，不然鹰王真的坑了，毕竟这些天没什么数据支撑他改变看法..回到盘路,美市这几天预期中回调，成功接近完美地做了个高抛，然后昨晚加回来，随著GOOG，MSFT的业绩高开，今早继续走高，如果75基点无意外，那将会继续向上反弹 ;而港股麻，之前那段本该反弹的时间被中概股拖累了几次，1次是腾讯系的跳水 , 1次是巴巴晚上的消息，1次是SEC主席对中概股没法达成共识的口嗨，让港股接近垃圾横盘状态，一个下趺后的横盘，自然引起很多人的恐慌，技术看趺麻.这几天也临近加息，谁敢先拉???而且美市在回调，所以个人看法比较积极(相对爆下的人来说)，因为爆边也有上下，港股目前有条件向上，只是压力较大，只要美市向上港股也会向上，就没有那么大力啰，一步一脚印，除非100基点吧，那都得爆下去2.3天至少，也是一种搏奕，如果谁都100%肯定结果就不存在等待了。所以在主观看涨的前提下，组合最近加回来美股，包括港股也配置了一些超趺的物管版块，在前天低点出现时，已经将7552<a target=\"_blank\" href=\"https://laohu8.com/S/07552\">$XI二南方恒科(07552)$</a>&nbsp;减仓，今天趁回调也继续减7552，反正就\n \n","listText":"之前鹰王预期7月份依旧加息75基点后，CME那里的100基点马上变成20-30%，大家都对7月份预期转为加75基点，然后纳指继续涨，个人认为FOMC预期加息对通胀的影响比较济后，所以7月份继续用75基点来加，避免通胀速度象\"失控\"一样，因为失控就代表加息并不能有效压制通胀，就要全方面总攻了，比如缩表的规模和速度，最近也一直没提，到时侯可能就要提高了，又比如中期选择其中一张牌，中美关税，迟迟不达成共识是否有意拖延..失控时被逼也得打出呢...所以个人更看重8月份出的7月CPI，到底是继续居高不下甚至更高还是初见成效呢.. 而今晚75基点按理不会有意外，不然鹰王真的坑了，毕竟这些天没什么数据支撑他改变看法..回到盘路,美市这几天预期中回调，成功接近完美地做了个高抛，然后昨晚加回来，随著GOOG，MSFT的业绩高开，今早继续走高，如果75基点无意外，那将会继续向上反弹 ;而港股麻，之前那段本该反弹的时间被中概股拖累了几次，1次是腾讯系的跳水 , 1次是巴巴晚上的消息，1次是SEC主席对中概股没法达成共识的口嗨，让港股接近垃圾横盘状态，一个下趺后的横盘，自然引起很多人的恐慌，技术看趺麻.这几天也临近加息，谁敢先拉???而且美市在回调，所以个人看法比较积极(相对爆下的人来说)，因为爆边也有上下，港股目前有条件向上，只是压力较大，只要美市向上港股也会向上，就没有那么大力啰，一步一脚印，除非100基点吧，那都得爆下去2.3天至少，也是一种搏奕，如果谁都100%肯定结果就不存在等待了。所以在主观看涨的前提下，组合最近加回来美股，包括港股也配置了一些超趺的物管版块，在前天低点出现时，已经将7552<a target=\"_blank\" href=\"https://laohu8.com/S/07552\">$XI二南方恒科(07552)$</a>&nbsp;减仓，今天趁回调也继续减7552，反正就","text":"之前鹰王预期7月份依旧加息75基点后，CME那里的100基点马上变成20-30%，大家都对7月份预期转为加75基点，然后纳指继续涨，个人认为FOMC预期加息对通胀的影响比较济后，所以7月份继续用75基点来加，避免通胀速度象\"失控\"一样，因为失控就代表加息并不能有效压制通胀，就要全方面总攻了，比如缩表的规模和速度，最近也一直没提，到时侯可能就要提高了，又比如中期选择其中一张牌，中美关税，迟迟不达成共识是否有意拖延..失控时被逼也得打出呢...所以个人更看重8月份出的7月CPI，到底是继续居高不下甚至更高还是初见成效呢.. 而今晚75基点按理不会有意外，不然鹰王真的坑了，毕竟这些天没什么数据支撑他改变看法..回到盘路,美市这几天预期中回调，成功接近完美地做了个高抛，然后昨晚加回来，随著GOOG，MSFT的业绩高开，今早继续走高，如果75基点无意外，那将会继续向上反弹 ;而港股麻，之前那段本该反弹的时间被中概股拖累了几次，1次是腾讯系的跳水 , 1次是巴巴晚上的消息，1次是SEC主席对中概股没法达成共识的口嗨，让港股接近垃圾横盘状态，一个下趺后的横盘，自然引起很多人的恐慌，技术看趺麻.这几天也临近加息，谁敢先拉???而且美市在回调，所以个人看法比较积极(相对爆下的人来说)，因为爆边也有上下，港股目前有条件向上，只是压力较大，只要美市向上港股也会向上，就没有那么大力啰，一步一脚印，除非100基点吧，那都得爆下去2.3天至少，也是一种搏奕，如果谁都100%肯定结果就不存在等待了。所以在主观看涨的前提下，组合最近加回来美股，包括港股也配置了一些超趺的物管版块，在前天低点出现时，已经将7552$XI二南方恒科(07552)$ 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：正在调查处理当中","htmlText":"\n \n \n  7月4日上午，网传河南省漯河市第一人民医院门口突发一起交通事故，一辆蔚来汽车疑似失控，将路边多名行人撞倒，车辆受损严重。新黄河就此事致电漯河市第一人民医院急救中心，一名工作人员表示，当时现场情况比较混乱，具体情况暂时不太清楚。随后记者致电漯河市开发区交管巡防大队，一名工作人员回应称：“目前事故正在调查处理当中，具体案情不方便透露。”<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>\n \n","listText":"7月4日上午，网传河南省漯河市第一人民医院门口突发一起交通事故，一辆蔚来汽车疑似失控，将路边多名行人撞倒，车辆受损严重。新黄河就此事致电漯河市第一人民医院急救中心，一名工作人员表示，当时现场情况比较混乱，具体情况暂时不太清楚。随后记者致电漯河市开发区交管巡防大队，一名工作人员回应称：“目前事故正在调查处理当中，具体案情不方便透露。”<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"7月4日上午，网传河南省漯河市第一人民医院门口突发一起交通事故，一辆蔚来汽车疑似失控，将路边多名行人撞倒，车辆受损严重。新黄河就此事致电漯河市第一人民医院急救中心，一名工作人员表示，当时现场情况比较混乱，具体情况暂时不太清楚。随后记者致电漯河市开发区交管巡防大队，一名工作人员回应称：“目前事故正在调查处理当中，具体案情不方便透露。”$蔚来(NIO)$ $蔚来(NIO.SI)$ $蔚来-SW(09866)$","images":[{"img":"https://static.tigerbbs.com/33aef9523b8db0bb4f23daa7058f35f4","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681635042","isVote":1,"tweetType":2,"object":{"id":"51d32c034dad435e8651816d8b2ad20f","tweetId":"681635042","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/c67812aa387702302913527064/0Fs5RmiJQXoA.mp4","poster":"https://static.tigerbbs.com/33aef9523b8db0bb4f23daa7058f35f4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688830076,"gmtCreate":1657554737697,"gmtModify":1704867580612,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/688830076","repostId":"688000637","repostType":1,"repost":{"id":688000637,"gmtCreate":1657201731096,"gmtModify":1704866863314,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"厉害了，800万买末日期权","htmlText":"关于奈飞和台积电财报股价预期：<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 虽然从新剧热度来看奈飞Q2和Q3不会太过难看，但市场并没有给予特别高的预期。 <a target=\"_blank\" href=\"https://laohu8.com/OPT/NFLX%2020220722%20200.0%20CALL\">$NFLX 20220722 200.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/NFLX%2020220722%20205.0%20CALL\">$NFLX 20220722 205.0 CALL$</a> 行权价靠的很近，是典型的熊市看涨策略，即卖出200的call&nbsp;，买入205的call。有鉴于奈飞现价185，几乎封死了上升空间。<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 财报很乐观，典型的牛市看涨策略，认为台积电会涨到80以上，90以下 <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSM%2020221021%2080.0%20CALL\">$TSM 20221021 80.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSM%2020220819%2090.0%20CALL\">$TSM 20220819 90.0 CALL$</a> 再介绍两个奇葩单边大单：<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSL</a>","listText":"关于奈飞和台积电财报股价预期：<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 虽然从新剧热度来看奈飞Q2和Q3不会太过难看，但市场并没有给予特别高的预期。 <a target=\"_blank\" href=\"https://laohu8.com/OPT/NFLX%2020220722%20200.0%20CALL\">$NFLX 20220722 200.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/NFLX%2020220722%20205.0%20CALL\">$NFLX 20220722 205.0 CALL$</a> 行权价靠的很近，是典型的熊市看涨策略，即卖出200的call&nbsp;，买入205的call。有鉴于奈飞现价185，几乎封死了上升空间。<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 财报很乐观，典型的牛市看涨策略，认为台积电会涨到80以上，90以下 <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSM%2020221021%2080.0%20CALL\">$TSM 20221021 80.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSM%2020220819%2090.0%20CALL\">$TSM 20220819 90.0 CALL$</a> 再介绍两个奇葩单边大单：<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSL</a>","text":"关于奈飞和台积电财报股价预期：$奈飞(NFLX)$ 虽然从新剧热度来看奈飞Q2和Q3不会太过难看，但市场并没有给予特别高的预期。 $NFLX 20220722 200.0 CALL$ $NFLX 20220722 205.0 CALL$ 行权价靠的很近，是典型的熊市看涨策略，即卖出200的call ，买入205的call。有鉴于奈飞现价185，几乎封死了上升空间。$台积电(TSM)$ 财报很乐观，典型的牛市看涨策略，认为台积电会涨到80以上，90以下 $TSM 20221021 80.0 CALL$ $TSM 20220819 90.0 CALL$ 再介绍两个奇葩单边大单：$特斯拉(TSL","images":[{"img":"https://static.tigerbbs.com/f8b11a0a9ab7272b1ca6d4e298f71f16","width":"1170","height":"1966"},{"img":"https://static.tigerbbs.com/9be232b42f262d82643485953e403dfc","width":"1170","height":"989"},{"img":"https://static.tigerbbs.com/9aef8734ffd8a521ef615cf8da2af3a7","width":"993","height":"871"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688000637","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688897750,"gmtCreate":1657554727173,"gmtModify":1704867580441,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688897750","repostId":"681242226","repostType":1,"repost":{"id":681242226,"gmtCreate":1657029797042,"gmtModify":1704866325169,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"半导体到底了吗？又有大资金埋伏推特了！","htmlText":"上周五我愿称之为奇迹。在芯片板块集体暴跌的情况情况下，三大指数还能良好收涨，只能说国庆节的魅力实在太大了，CPU烧坏了服务器冒烟了的情况下硬是放出了烟花。<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>不过很显然奇迹只能维持住一天，今天就没有那么幸运了，因为欧洲板块全线崩盘了：欧元崩了，欧股也崩了，而领跌股毫无意外依然是半导体<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>好消息是每当ASML大跌7%以上没多久股市就快要见底了，但坏消息是谁也说不准这一规律能否每次都生效。如果是前者那芯片股离抄底也就不远了。今天又翻到几只异动股：虽然今天这个行情不适合推荐call，但实事求是，大单押注就是押注了，也不能说今天市场不好上周的钱就白花了。尤其是对于<a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> 这种有内幕的股票，如图所示，594万美元押注2023年1月20日到期，行权价为50的call。910万美元押注2023年1月20日到期45美元的call。因为下单时间相同，所以有两个方向的可能性。1是马斯克将要进一步公布收购进度，大单押注买入；2是马斯克在今年内都不会宣布收购进度，但也不会宣布放弃收购，完全将此事放置一边。结合当今金融市场状况，2概率会更大，即马斯克拖延收购，但问题在于下半年市场好转，推特股价未必不会上涨。我个人偏向1，更偏向看涨投机。有进展也不代表收购明确确定，有可能就是放","listText":"上周五我愿称之为奇迹。在芯片板块集体暴跌的情况情况下，三大指数还能良好收涨，只能说国庆节的魅力实在太大了，CPU烧坏了服务器冒烟了的情况下硬是放出了烟花。<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a>不过很显然奇迹只能维持住一天，今天就没有那么幸运了，因为欧洲板块全线崩盘了：欧元崩了，欧股也崩了，而领跌股毫无意外依然是半导体<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>好消息是每当ASML大跌7%以上没多久股市就快要见底了，但坏消息是谁也说不准这一规律能否每次都生效。如果是前者那芯片股离抄底也就不远了。今天又翻到几只异动股：虽然今天这个行情不适合推荐call，但实事求是，大单押注就是押注了，也不能说今天市场不好上周的钱就白花了。尤其是对于<a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> 这种有内幕的股票，如图所示，594万美元押注2023年1月20日到期，行权价为50的call。910万美元押注2023年1月20日到期45美元的call。因为下单时间相同，所以有两个方向的可能性。1是马斯克将要进一步公布收购进度，大单押注买入；2是马斯克在今年内都不会宣布收购进度，但也不会宣布放弃收购，完全将此事放置一边。结合当今金融市场状况，2概率会更大，即马斯克拖延收购，但问题在于下半年市场好转，推特股价未必不会上涨。我个人偏向1，更偏向看涨投机。有进展也不代表收购明确确定，有可能就是放","text":"上周五我愿称之为奇迹。在芯片板块集体暴跌的情况情况下，三大指数还能良好收涨，只能说国庆节的魅力实在太大了，CPU烧坏了服务器冒烟了的情况下硬是放出了烟花。$英伟达(NVDA)$ $美国超微公司(AMD)$不过很显然奇迹只能维持住一天，今天就没有那么幸运了，因为欧洲板块全线崩盘了：欧元崩了，欧股也崩了，而领跌股毫无意外依然是半导体$阿斯麦(ASML)$好消息是每当ASML大跌7%以上没多久股市就快要见底了，但坏消息是谁也说不准这一规律能否每次都生效。如果是前者那芯片股离抄底也就不远了。今天又翻到几只异动股：虽然今天这个行情不适合推荐call，但实事求是，大单押注就是押注了，也不能说今天市场不好上周的钱就白花了。尤其是对于$Twitter(TWTR)$ 这种有内幕的股票，如图所示，594万美元押注2023年1月20日到期，行权价为50的call。910万美元押注2023年1月20日到期45美元的call。因为下单时间相同，所以有两个方向的可能性。1是马斯克将要进一步公布收购进度，大单押注买入；2是马斯克在今年内都不会宣布收购进度，但也不会宣布放弃收购，完全将此事放置一边。结合当今金融市场状况，2概率会更大，即马斯克拖延收购，但问题在于下半年市场好转，推特股价未必不会上涨。我个人偏向1，更偏向看涨投机。有进展也不代表收购明确确定，有可能就是放","images":[{"img":"https://static.tigerbbs.com/3679e30ebc8ddb3f907f3a92ff24eefd","width":"1122","height":"1594"},{"img":"https://static.tigerbbs.com/9b2c9d78ea0580ea46de1d2b6b946d4d","width":"1170","height":"538"},{"img":"https://static.tigerbbs.com/d67753b441b279b58f51240ac95a11da","width":"1066","height":"617"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681242226","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689247153,"gmtCreate":1655701297873,"gmtModify":1704862907082,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/689247153","repostId":"689614514","repostType":1,"repost":{"id":689614514,"gmtCreate":1655533935911,"gmtModify":1704862646802,"author":{"id":"3524106699974333","authorId":"3524106699974333","name":"投资默示录","avatar":"https://static.tigerbbs.com/1635abc9b5786f9c52f6b6ce5d8205be","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"拼多多618家电品牌官旗数量同比增长182%，一线城市订单增幅超110%","htmlText":"6月18日，拼多多<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 发布了今年618家电行业的战报。数据显示，自5月23日启动以来，家电品牌在今年拼多多618的战绩再创新高，全品类销售规模同比增长103%，实现翻倍增长。从品牌层面来看，美的排名空调单品的榜首，海尔拿下冰箱、洗衣机两大单品的销量冠军，小米则荣登电视品类的TOP 1，格兰仕、苏泊尔、九阳则分别占据微烤类、电饭煲和空气炸锅的TOP 1，TCL、方太、科沃斯、公牛、松下、LG、飞利浦等多家品牌均实现翻倍增长。“今年618期间，国内外家电品牌参与平台大促的热情和力度都是空前的，仅品牌官方旗舰店的数量就同比增长182%，商品数量也同比增长264%。”拼多多618大促的负责人表示，这为平台用户提供了更丰富的消费选择，同时，拼多多也将通过消费红包、满返优惠、爆款直降等方式为用户带来更多的消费普惠。家电品牌实现翻倍增长，海尔洗衣机同比增长超600%5月23日，在618开门红的前24个小时内，家电品牌便呈现出全方位爆发的趋势。截至6月17日24时，今年家电行业全品类的销售规模同比增长103%，实现翻倍增长。在开门红阶段，海尔品牌在618开门红期间就实现同比增长超过200%。其中，洗衣机单品销售额同比增长超600%，冰箱、冷柜、热水器、生活电器等核心品类的销售额同比增幅均超过150%，新兴品类洗地机同比增长1100%，单价5000元以上的高端洗烘、烘干类产品则同比增长700%。▲在今年618期间，海尔荣登拼多多冰箱、洗衣机两大单品的销量冠军，图为海尔产品正在出库。（受访者供图）从细分类目来看，美的在空调单品前10榜单中强势占据7席，继续领跑空调行业；海尔则保持了在洗衣机、冰箱等核心品类的优势，拿下两大品类的TOP 1，小米则拿下电视品类的销量冠军。在小家电领域，九阳荣获破壁机和空","listText":"6月18日，拼多多<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 发布了今年618家电行业的战报。数据显示，自5月23日启动以来，家电品牌在今年拼多多618的战绩再创新高，全品类销售规模同比增长103%，实现翻倍增长。从品牌层面来看，美的排名空调单品的榜首，海尔拿下冰箱、洗衣机两大单品的销量冠军，小米则荣登电视品类的TOP 1，格兰仕、苏泊尔、九阳则分别占据微烤类、电饭煲和空气炸锅的TOP 1，TCL、方太、科沃斯、公牛、松下、LG、飞利浦等多家品牌均实现翻倍增长。“今年618期间，国内外家电品牌参与平台大促的热情和力度都是空前的，仅品牌官方旗舰店的数量就同比增长182%，商品数量也同比增长264%。”拼多多618大促的负责人表示，这为平台用户提供了更丰富的消费选择，同时，拼多多也将通过消费红包、满返优惠、爆款直降等方式为用户带来更多的消费普惠。家电品牌实现翻倍增长，海尔洗衣机同比增长超600%5月23日，在618开门红的前24个小时内，家电品牌便呈现出全方位爆发的趋势。截至6月17日24时，今年家电行业全品类的销售规模同比增长103%，实现翻倍增长。在开门红阶段，海尔品牌在618开门红期间就实现同比增长超过200%。其中，洗衣机单品销售额同比增长超600%，冰箱、冷柜、热水器、生活电器等核心品类的销售额同比增幅均超过150%，新兴品类洗地机同比增长1100%，单价5000元以上的高端洗烘、烘干类产品则同比增长700%。▲在今年618期间，海尔荣登拼多多冰箱、洗衣机两大单品的销量冠军，图为海尔产品正在出库。（受访者供图）从细分类目来看，美的在空调单品前10榜单中强势占据7席，继续领跑空调行业；海尔则保持了在洗衣机、冰箱等核心品类的优势，拿下两大品类的TOP 1，小米则拿下电视品类的销量冠军。在小家电领域，九阳荣获破壁机和空","text":"6月18日，拼多多$拼多多(PDD)$ 发布了今年618家电行业的战报。数据显示，自5月23日启动以来，家电品牌在今年拼多多618的战绩再创新高，全品类销售规模同比增长103%，实现翻倍增长。从品牌层面来看，美的排名空调单品的榜首，海尔拿下冰箱、洗衣机两大单品的销量冠军，小米则荣登电视品类的TOP 1，格兰仕、苏泊尔、九阳则分别占据微烤类、电饭煲和空气炸锅的TOP 1，TCL、方太、科沃斯、公牛、松下、LG、飞利浦等多家品牌均实现翻倍增长。“今年618期间，国内外家电品牌参与平台大促的热情和力度都是空前的，仅品牌官方旗舰店的数量就同比增长182%，商品数量也同比增长264%。”拼多多618大促的负责人表示，这为平台用户提供了更丰富的消费选择，同时，拼多多也将通过消费红包、满返优惠、爆款直降等方式为用户带来更多的消费普惠。家电品牌实现翻倍增长，海尔洗衣机同比增长超600%5月23日，在618开门红的前24个小时内，家电品牌便呈现出全方位爆发的趋势。截至6月17日24时，今年家电行业全品类的销售规模同比增长103%，实现翻倍增长。在开门红阶段，海尔品牌在618开门红期间就实现同比增长超过200%。其中，洗衣机单品销售额同比增长超600%，冰箱、冷柜、热水器、生活电器等核心品类的销售额同比增幅均超过150%，新兴品类洗地机同比增长1100%，单价5000元以上的高端洗烘、烘干类产品则同比增长700%。▲在今年618期间，海尔荣登拼多多冰箱、洗衣机两大单品的销量冠军，图为海尔产品正在出库。（受访者供图）从细分类目来看，美的在空调单品前10榜单中强势占据7席，继续领跑空调行业；海尔则保持了在洗衣机、冰箱等核心品类的优势，拿下两大品类的TOP 1，小米则拿下电视品类的销量冠军。在小家电领域，九阳荣获破壁机和空","images":[{"img":"https://static.tigerbbs.com/e0532c3c7f284477da469e33efabd893","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689614514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689247362,"gmtCreate":1655701289358,"gmtModify":1704862906910,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/689247362","repostId":"689687600","repostType":1,"repost":{"id":689687600,"gmtCreate":1655547901601,"gmtModify":1704862665523,"author":{"id":"9000000000000123","authorId":"9000000000000123","name":"贝奇说股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"","htmlText":"\n \n \n  火速加更：美股转身就翻脸！昨天的上涨居然是最后的逃命机会！欧洲乱了， 日本慌了！贝奇说股 20220616\n \n","listText":"火速加更：美股转身就翻脸！昨天的上涨居然是最后的逃命机会！欧洲乱了， 日本慌了！贝奇说股 20220616","text":"火速加更：美股转身就翻脸！昨天的上涨居然是最后的逃命机会！欧洲乱了， 日本慌了！贝奇说股 20220616","images":[{"img":"https://static.tigerbbs.com/defec26c737a36306f51408bfb3eb70c","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689687600","isVote":1,"tweetType":2,"object":{"id":"8435d074fb914badabf5feaeec6eacca","tweetId":"689687600","title":"火速加更：美股转身就翻脸！昨天的上涨居然是最后的逃命机会！欧洲乱了， 日本慌了！贝奇说股 20220616","videoUrl":"http://v.tigerbbs.com/165554789853366528ddd34c6d13d481fa0714ec3708d.mp4","poster":"https://static.tigerbbs.com/defec26c737a36306f51408bfb3eb70c","shareLink":"http://v.tigerbbs.com/165554789853366528ddd34c6d13d481fa0714ec3708d.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689247980,"gmtCreate":1655701278741,"gmtModify":1704862906740,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/689247980","repostId":"689664316","repostType":1,"repost":{"id":689664316,"gmtCreate":1655562047539,"gmtModify":1704862680706,"author":{"id":"3484800938367512","authorId":"3484800938367512","name":"吴家琦","avatar":"https://static.tigerbbs.com/d5884259267304fb750eebb28a655cfb","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Stocks likely have further to sell-off but when should you look to buy-the-dip?🚨Despite the S&amp;P 500 being down 23% YTD - stocks are far from cheap according to one indicator (never just use one indicator).The Shiller CAPE Ratio which measures the P/E, has declined by ~20% in the last 6 months falling from: 39x at the 2021 peak —&gt; 29x today.However, if you look historically, this is far from cheap. The dot-com bubble peak for example, stocks traded at a 44x, eventually falling to 21x in 2003 after the crash. Again not massively cheap. At current levels, we should be trading at roughly 10x if you look at the chart below. This would mean a drawdown of 50% if core inflation stubbornly stayed at this level of 5.4% - not my view.On the flip side if you *didn’t* invest from 2018 - 2022 bec","listText":"Stocks likely have further to sell-off but when should you look to buy-the-dip?🚨Despite the S&amp;P 500 being down 23% YTD - stocks are far from cheap according to one indicator (never just use one indicator).The Shiller CAPE Ratio which measures the P/E, has declined by ~20% in the last 6 months falling from: 39x at the 2021 peak —&gt; 29x today.However, if you look historically, this is far from cheap. The dot-com bubble peak for example, stocks traded at a 44x, eventually falling to 21x in 2003 after the crash. Again not massively cheap. At current levels, we should be trading at roughly 10x if you look at the chart below. This would mean a drawdown of 50% if core inflation stubbornly stayed at this level of 5.4% - not my view.On the flip side if you *didn’t* invest from 2018 - 2022 bec","text":"Stocks likely have further to sell-off but when should you look to buy-the-dip?🚨Despite the S&P 500 being down 23% YTD - stocks are far from cheap according to one indicator (never just use one indicator).The Shiller CAPE Ratio which measures the P/E, has declined by ~20% in the last 6 months falling from: 39x at the 2021 peak —> 29x today.However, if you look historically, this is far from cheap. The dot-com bubble peak for example, stocks traded at a 44x, eventually falling to 21x in 2003 after the crash. Again not massively cheap. At current levels, we should be trading at roughly 10x if you look at the chart below. This would mean a drawdown of 50% if core inflation stubbornly stayed at this level of 5.4% - not my view.On the flip side if you *didn’t* invest from 2018 - 2022 bec","images":[{"img":"https://static.tigerbbs.com/8cecea7f4e8dfe7c7b6c7a1184274bdc","width":"1284","height":"800"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689664316","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689699796,"gmtCreate":1655510017320,"gmtModify":1704862600168,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/689699796","repostId":"689349661","repostType":1,"repost":{"id":689349661,"gmtCreate":1655389542555,"gmtModify":1704862204628,"author":{"id":"4094925871338340","authorId":"4094925871338340","name":"Lashsmith","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>If you have a margin account, brokers can lend out your shares.&nbsp; It's important to make sure you turn off the \"share lend\" feature, especially now that shares for Shorts to borrow are drying up.&nbsp; If you have a cash accr, you should still confirm to your broker that you don't want your shares lent out.&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>If you have a margin account, brokers can lend out your shares.&nbsp; It's important to make sure you turn off the \"share lend\" feature, especially now that shares for Shorts to borrow are drying up.&nbsp; If you have a cash accr, you should still confirm to your broker that you don't want your shares lent out.&nbsp;&nbsp;","text":"$AMC Entertainment(AMC)$If you have a margin account, brokers can lend out your shares. It's important to make sure you turn off the \"share lend\" feature, especially now that shares for Shorts to borrow are drying up. If you have a cash accr, you should still confirm to your broker that you don't want your shares lent out.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689349661","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689699472,"gmtCreate":1655509993599,"gmtModify":1704862599997,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/689699472","repostId":"689985702","repostType":1,"repost":{"id":689985702,"gmtCreate":1655343775837,"gmtModify":1655357068863,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"🚀【6月16日】美联储暴力加息！美股强劲反弹、中概亮眼，今天买点啥","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6月16日讯，美加息落地，鲍威尔称75个基点不会是常态，全球金融市场集体上涨。港股高开，恒指涨1.14%，国指涨1%，恒生科技指数涨1.29%。盘面上，大型科技股多数走强，<a href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>、<a href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>、<a href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>涨超3%，美团涨2.8%，小米涨约2%，快手跌超2%；体育用品股上涨明显，中资券商股继续走高，汽车股、生物科技股、地产股普遍上涨。另一方面，电子烟概念股走低明显，港口航运股、燃气股、石油股普跌。<a href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a>高开近15%，连续9日上涨。美股市场周三，美联储宣布加息75个基点，鲍威尔表示加息75个基点不会成为常态，美股三大指数集体收涨。截至收盘，道指涨1.00%，纳指涨2.50%，标普500指数涨1.46%。大型科技股普遍上涨，<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>涨超9%，<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a>、<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>涨超7%，<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>、<a href=\"https://laohu8.com/S/TSLA\">$特斯</a>","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。港股市场6月16日讯，美加息落地，鲍威尔称75个基点不会是常态，全球金融市场集体上涨。港股高开，恒指涨1.14%，国指涨1%，恒生科技指数涨1.29%。盘面上，大型科技股多数走强，<a href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>、<a href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>、<a href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>涨超3%，美团涨2.8%，小米涨约2%，快手跌超2%；体育用品股上涨明显，中资券商股继续走高，汽车股、生物科技股、地产股普遍上涨。另一方面，电子烟概念股走低明显，港口航运股、燃气股、石油股普跌。<a href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a>高开近15%，连续9日上涨。美股市场周三，美联储宣布加息75个基点，鲍威尔表示加息75个基点不会成为常态，美股三大指数集体收涨。截至收盘，道指涨1.00%，纳指涨2.50%，标普500指数涨1.46%。大型科技股普遍上涨，<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>涨超9%，<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a>、<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>涨超7%，<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>、<a href=\"https://laohu8.com/S/TSLA\">$特斯</a>","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6月16日讯，美加息落地，鲍威尔称75个基点不会是常态，全球金融市场集体上涨。港股高开，恒指涨1.14%，国指涨1%，恒生科技指数涨1.29%。盘面上，大型科技股多数走强，$京东(09618)$、$阿里巴巴(09988)$、$百度(09888)$涨超3%，美团涨2.8%，小米涨约2%，快手跌超2%；体育用品股上涨明显，中资券商股继续走高，汽车股、生物科技股、地产股普遍上涨。另一方面，电子烟概念股走低明显，港口航运股、燃气股、石油股普跌。$新东方在线(01797)$高开近15%，连续9日上涨。美股市场周三，美联储宣布加息75个基点，鲍威尔表示加息75个基点不会成为常态，美股三大指数集体收涨。截至收盘，道指涨1.00%，纳指涨2.50%，标普500指数涨1.46%。大型科技股普遍上涨，$波音(BA)$涨超9%，$奈飞(NFLX)$、$蔚来(NIO)$涨超7%，$亚马逊(AMZN)$、$特斯","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689985702","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689699544,"gmtCreate":1655509980693,"gmtModify":1704862599825,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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/689699544","repostId":"689321400","repostType":1,"repost":{"id":689321400,"gmtCreate":1655384856257,"gmtModify":1704862173920,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"这届美联储主席有毒，停止做多","htmlText":"标题就是昨晚彻夜观看加息发布会的感想。建议大家如果有条件，追踪一次FOMC的直播，会有很多收获。视频的信息含量要比媒体的文字叙述高很多很多，比如市场行情为什么在会议当天和次日有翻天覆地的变化，如果你看了直播，就能理解这种变化背后的逻辑了。当然收获还不止这一点，下面我就谈谈直播呈现的额外内容，包括对之后股市走势和加息路径的看法。态度比数据更重要昨天的发布会可以分为两部分：北京时间6月16日凌晨两点公布利率决议，凌晨两点半到3点半鲍威尔召开新闻发布会。如图所示区分十分明显：两点利率决议公布后市场立刻跳水下跌，鲍威尔上台进行新闻发布会后立刻反弹，而一小时后发布会结束，股价再度跳水。2：00声明公布后的走势很好解释：虽然符合市场预期，但美联储打破了之前一直沟通的加息50基点，转为加息75基点，市场对于这种操作解读为鹰派，股价跳水。（<a href=\"https://www.federalreserve.gov/newsevents/pressreleases/monetary20220615a.htm\" target=\"_blank\">声明原文链接</a>）重点是鲍威尔上台后市场为何持续上涨？根据直播观察，简单来说，在鲍威尔上台后，股价涨跌就变成了对于鲍威尔演讲态度和演讲措辞的持续反馈。（<a href=\"https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20220615.pdf\" target=\"_blank\">开幕词链接</a>）（<a href=\"https://www.youtube.com/watch?v=Gq4ZvZOoPfI\" target=\"_blank\">视频链接</a>）在2：00声明公布后，市场想从新闻发布会上获得更多现状和决策方面的信息，包含不限于： 为什么选择加息75点， 加息75点会","listText":"标题就是昨晚彻夜观看加息发布会的感想。建议大家如果有条件，追踪一次FOMC的直播，会有很多收获。视频的信息含量要比媒体的文字叙述高很多很多，比如市场行情为什么在会议当天和次日有翻天覆地的变化，如果你看了直播，就能理解这种变化背后的逻辑了。当然收获还不止这一点，下面我就谈谈直播呈现的额外内容，包括对之后股市走势和加息路径的看法。态度比数据更重要昨天的发布会可以分为两部分：北京时间6月16日凌晨两点公布利率决议，凌晨两点半到3点半鲍威尔召开新闻发布会。如图所示区分十分明显：两点利率决议公布后市场立刻跳水下跌，鲍威尔上台进行新闻发布会后立刻反弹，而一小时后发布会结束，股价再度跳水。2：00声明公布后的走势很好解释：虽然符合市场预期，但美联储打破了之前一直沟通的加息50基点，转为加息75基点，市场对于这种操作解读为鹰派，股价跳水。（<a href=\"https://www.federalreserve.gov/newsevents/pressreleases/monetary20220615a.htm\" target=\"_blank\">声明原文链接</a>）重点是鲍威尔上台后市场为何持续上涨？根据直播观察，简单来说，在鲍威尔上台后，股价涨跌就变成了对于鲍威尔演讲态度和演讲措辞的持续反馈。（<a href=\"https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20220615.pdf\" target=\"_blank\">开幕词链接</a>）（<a href=\"https://www.youtube.com/watch?v=Gq4ZvZOoPfI\" target=\"_blank\">视频链接</a>）在2：00声明公布后，市场想从新闻发布会上获得更多现状和决策方面的信息，包含不限于： 为什么选择加息75点， 加息75点会","text":"标题就是昨晚彻夜观看加息发布会的感想。建议大家如果有条件，追踪一次FOMC的直播，会有很多收获。视频的信息含量要比媒体的文字叙述高很多很多，比如市场行情为什么在会议当天和次日有翻天覆地的变化，如果你看了直播，就能理解这种变化背后的逻辑了。当然收获还不止这一点，下面我就谈谈直播呈现的额外内容，包括对之后股市走势和加息路径的看法。态度比数据更重要昨天的发布会可以分为两部分：北京时间6月16日凌晨两点公布利率决议，凌晨两点半到3点半鲍威尔召开新闻发布会。如图所示区分十分明显：两点利率决议公布后市场立刻跳水下跌，鲍威尔上台进行新闻发布会后立刻反弹，而一小时后发布会结束，股价再度跳水。2：00声明公布后的走势很好解释：虽然符合市场预期，但美联储打破了之前一直沟通的加息50基点，转为加息75基点，市场对于这种操作解读为鹰派，股价跳水。（声明原文链接）重点是鲍威尔上台后市场为何持续上涨？根据直播观察，简单来说，在鲍威尔上台后，股价涨跌就变成了对于鲍威尔演讲态度和演讲措辞的持续反馈。（开幕词链接）（视频链接）在2：00声明公布后，市场想从新闻发布会上获得更多现状和决策方面的信息，包含不限于： 为什么选择加息75点， 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href=\"https://laohu8.com/S/09913\">$智勤控股(09913)$</a>继续加仓持有","text":"$智勤控股(09913)$继续加仓持有","images":[{"img":"https://static.tigerbbs.com/e910389a9b7fcdae5bdeb4377d8754f6","width":"1080","height":"2982"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877586575","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":886405540,"gmtCreate":1631611826980,"gmtModify":1631611826980,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"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":1,"repostSize":0,"link":"https://laohu8.com/post/886405540","repostId":"880068266","repostType":1,"repost":{"id":880068266,"gmtCreate":1631001231255,"gmtModify":1631030195870,"author":{"id":"3582524673862453","authorId":"3582524673862453","name":"库巴财经","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"在英国爆亏千亿的李嘉诚，又想回中国割韭菜了？","htmlText":"在国内疯狂捞金，转头奔向英国市场的李嘉诚，现在又着急想重回中国了！据港交所称，8月李嘉诚旗下基金连续4次收购港股长实集团的股票，同时李嘉诚更是砸下百亿重金，在国内疯狂买地，这又是收购股票，又是频繁买地，看来之前在英国亏损的上千亿打击，确实是太大了。让李嘉诚急急忙忙想回到祖国的怀抱，但网友们不乐意了，中国市场不是你想来就能来的。众所周知，李嘉诚靠着囤地在香港积攒了巨额财富，但也把香港弄的寸土寸金，苦了底层的百姓，奋斗了一辈子，都买不了一套房子。90年代李嘉诚开始在内地投资，但玩的还是老一套，拍下大量地皮后，几年十几年都不出售。30年过去了他手里30多个项目还有三分之二没完工，上海，江苏，浙江，广东，四川，重庆都有大量李嘉诚留下的烂尾楼。2020年李嘉诚在成都捂地16年爆赚38亿的丑闻败露，搞得成都人民群情激奋，甚至连三大官媒都下场痛批，最后成都政府直接下了封杀令禁止任何机构向李嘉诚公司提供新增融资贷款。玻璃大王曹德旺曾说过，企业家的责任有三条：国家因你而强大，社会因你而进步，人民因你而富足。反观李嘉诚通过压榨底层百姓谋取暴利，无论是对国家经济还是社会进步，他从未尽到一个企业家应尽的义务。李嘉诚想重回中国玩囤地居奇，垄断民生行业的老套路，恐怕没机会了。在国家强调共同富裕跟发展科技企业的大背景下，我们需要的是那些有科技有创新的企业家，是像华为，宁德时代，比亚迪这样的创新企业。不管是过去，现在，还是将来，中国都不需要李嘉诚式的首富，我们需要的是像任正非，曾毓群，曹德旺这样的企业家，用科技创新为整个社会造血。关注我<a target=\"_blank\" href=\"https://laohu8.com/U/3582524673862453\">@库巴财经</a>&nbsp;，每天分享财经干货~","listText":"在国内疯狂捞金，转头奔向英国市场的李嘉诚，现在又着急想重回中国了！据港交所称，8月李嘉诚旗下基金连续4次收购港股长实集团的股票，同时李嘉诚更是砸下百亿重金，在国内疯狂买地，这又是收购股票，又是频繁买地，看来之前在英国亏损的上千亿打击，确实是太大了。让李嘉诚急急忙忙想回到祖国的怀抱，但网友们不乐意了，中国市场不是你想来就能来的。众所周知，李嘉诚靠着囤地在香港积攒了巨额财富，但也把香港弄的寸土寸金，苦了底层的百姓，奋斗了一辈子，都买不了一套房子。90年代李嘉诚开始在内地投资，但玩的还是老一套，拍下大量地皮后，几年十几年都不出售。30年过去了他手里30多个项目还有三分之二没完工，上海，江苏，浙江，广东，四川，重庆都有大量李嘉诚留下的烂尾楼。2020年李嘉诚在成都捂地16年爆赚38亿的丑闻败露，搞得成都人民群情激奋，甚至连三大官媒都下场痛批，最后成都政府直接下了封杀令禁止任何机构向李嘉诚公司提供新增融资贷款。玻璃大王曹德旺曾说过，企业家的责任有三条：国家因你而强大，社会因你而进步，人民因你而富足。反观李嘉诚通过压榨底层百姓谋取暴利，无论是对国家经济还是社会进步，他从未尽到一个企业家应尽的义务。李嘉诚想重回中国玩囤地居奇，垄断民生行业的老套路，恐怕没机会了。在国家强调共同富裕跟发展科技企业的大背景下，我们需要的是那些有科技有创新的企业家，是像华为，宁德时代，比亚迪这样的创新企业。不管是过去，现在，还是将来，中国都不需要李嘉诚式的首富，我们需要的是像任正非，曾毓群，曹德旺这样的企业家，用科技创新为整个社会造血。关注我<a target=\"_blank\" href=\"https://laohu8.com/U/3582524673862453\">@库巴财经</a>&nbsp;，每天分享财经干货~","text":"在国内疯狂捞金，转头奔向英国市场的李嘉诚，现在又着急想重回中国了！据港交所称，8月李嘉诚旗下基金连续4次收购港股长实集团的股票，同时李嘉诚更是砸下百亿重金，在国内疯狂买地，这又是收购股票，又是频繁买地，看来之前在英国亏损的上千亿打击，确实是太大了。让李嘉诚急急忙忙想回到祖国的怀抱，但网友们不乐意了，中国市场不是你想来就能来的。众所周知，李嘉诚靠着囤地在香港积攒了巨额财富，但也把香港弄的寸土寸金，苦了底层的百姓，奋斗了一辈子，都买不了一套房子。90年代李嘉诚开始在内地投资，但玩的还是老一套，拍下大量地皮后，几年十几年都不出售。30年过去了他手里30多个项目还有三分之二没完工，上海，江苏，浙江，广东，四川，重庆都有大量李嘉诚留下的烂尾楼。2020年李嘉诚在成都捂地16年爆赚38亿的丑闻败露，搞得成都人民群情激奋，甚至连三大官媒都下场痛批，最后成都政府直接下了封杀令禁止任何机构向李嘉诚公司提供新增融资贷款。玻璃大王曹德旺曾说过，企业家的责任有三条：国家因你而强大，社会因你而进步，人民因你而富足。反观李嘉诚通过压榨底层百姓谋取暴利，无论是对国家经济还是社会进步，他从未尽到一个企业家应尽的义务。李嘉诚想重回中国玩囤地居奇，垄断民生行业的老套路，恐怕没机会了。在国家强调共同富裕跟发展科技企业的大背景下，我们需要的是那些有科技有创新的企业家，是像华为，宁德时代，比亚迪这样的创新企业。不管是过去，现在，还是将来，中国都不需要李嘉诚式的首富，我们需要的是像任正非，曾毓群，曹德旺这样的企业家，用科技创新为整个社会造血。关注我@库巴财经 ，每天分享财经干货~","images":[{"img":"https://static.tigerbbs.com/941170c2e5b7fea065ef7b27054e81e8","width":"300","height":"168"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880068266","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637471243,"gmtCreate":1648218115376,"gmtModify":1648218115376,"author":{"id":"3576768614048718","authorId":"3576768614048718","name":"耀辉亮剑","avatar":"https://static.tigerbbs.com/a94904697f9637b227d31aa0d923f357","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EUBG\">$ENTREPRENEUR UNIVERSE BRIGHT GROUP(EUBG)$</a>👎👎👎","listText":"<a href=\"https://laohu8.com/S/EUBG\">$ENTREPRENEUR UNIVERSE BRIGHT GROUP(EUBG)$</a>👎👎👎","text":"$ENTREPRENEUR UNIVERSE BRIGHT GROUP(EUBG)$👎👎👎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/637471243","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}