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06-27

$理想汽车(LI)$ 涨……

06-27

$理想汽车(LI)$ 感觉还能冲

06-27

这篇文章不错，转发给大家看看

@期权小班长:近期大单一览

06-27

冲，新产业还得ai。其他的都靠边站

06-27

左还是右[呆住] [呆住] [呆住] [财迷] [财迷]

06-27

最近没什么假期了啊，怎么刺激消费啊

06-27

大美涨了，大a能跟着涨吗

06-27

$特斯拉(TSLA)$ 买车换得特斯拉

06-27

$苹果(AAPL)$ cool is 赛欧

06-26

感恩节

06-26

喔喔喔

06-12

还得是贾总，确实厉害

04-30

小特真是拿捏啊，来了就好使呗

04-30

特斯拉买不买呐，这一天魔幻的啊

04-15

$超微电脑(SMCI)$ 厉害了

2021-12-06

Great ariticle, would you like to share it?

@美股研习社:美股掘金 | 拉美支付Dlocal的困境与反转机会

2021-12-06

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-08-17

真希望一路向上

@小虎周报:港股周策略：中国智造，出海型企业仍是加分之选

2021-08-17

一路向高，一点都不停

2021-08-17

$安联神洲A股基金(LU1997245177)$ 涨起来就不要停

去老虎APP查看更多动态

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[呆住] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321339215663192","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321372161732696,"gmtCreate":1719479609716,"gmtModify":1719479611654,"author":{"id":"3576904190650460","authorId":"3576904190650460","name":"one 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href=\"https://r.tigerbbs.com/lrhd\" target=\"_blank\">2021美港股展望：成长与价值共舞20210104</a>）","text":"近期港股保持震荡修复，继续消化前期监管压力。恒生指数在年中阶段的表现目前为止不尽人意，远不及年初，美元也是一波三折。 我们认为，在资金存量相对充足（监管对市场带来的情绪扰动可能更多影响结构性行情和部分资金的风险偏好），且在国内货币政策并没有收紧的情况下（包括前期降准表明政策本身的边际改善），较难给AH市场带来趋势性的改变，换言之，仍然大概率保持当前既有的长牛格局之上。 这一点，或许从技术性角度上也能得到更直观的支持，我们从偏长期窗口来看，$恒生指数(HSI)$ 在季度窗口，仍然处于技术性调整路径途中；且恒指指标股大部分来自于非互联网领域，这些指标股仍受十四五政策支撑，因此，我们认为监管的压力，情绪的扰动并不会改变整体市场趋势，中期的市场并不悲观。但这一偏长窗口的修正用时可能需要更多耐心观察。$国企指数(HSCEI)$ $红筹指数(HSCCI)$ 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&nbsp;</a>涨起来就不要停","listText":"<a href=\"https://laohu8.com/FUND/LU1997245177\">$安联神洲A股基金(LU1997245177)$ &nbsp;</a>涨起来就不要停","text":"$安联神洲A股基金(LU1997245177)$ 涨起来就不要停","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833079152","isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":833071112,"gmtCreate":1629192956636,"gmtModify":1629192956636,"author":{"id":"3576904190650460","authorId":"3576904190650460","name":"one 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share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608426405","repostId":"608488624","repostType":1,"repost":{"id":608488624,"gmtCreate":1638778077629,"gmtModify":1638796178870,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美股掘金 | 拉美支付Dlocal的困境与反转机会","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DLO\">$DLocal Limited(DLO)$</a>&nbsp;Dlocal(DLO) 是2016年成立于乌拉圭的金融技术（Fintech）公司。主要提供本地/跨境支付服务，将全球商家与新兴市场联系起来。成立后一直发展迅速，很快就成为乌拉圭第一只独角兽，在蒙得维的亚，圣保罗，旧金山，伦敦，特拉维夫和深圳设有办事处。今年6月3日，Dlocal公开上市，目前市值约95亿美元。DLO股价走势由于赛道优质，并且Q2财报超预期，DLO股价在上市短短几个月内翻了几倍。然而自9月开始，连续的利空让其走出单边下跌的走势，其中主要包括增发、解禁，以及最关键的Q3财报不及预期。那么这背后究竟是发生了什么，后续又会怎样发展，下面我们展开分析。01 行业格局与商业模式DLO主要解决的是新兴市场的支付问题，核心在于One Dlocal：统一的平台、合约和API，解决支付的痛点，显著提升客户（主要是跨国巨头，例如Uber、Amazon、Google、Spotify等）的经营效率。对于这门生意的吸引力，我们直观感受可能感触不深，因为国内有支付宝和微信这种优质的产品，数字化率已非常高。DLO诞生前后的情况对比那么没有DLO的世界（主要是南美）是什么样的呢？简单来说，如上图左，跨国公司需要在不同国家分别经营，面对N种支付方式（约600多种）、税率、汇率、其他政策、欺诈等等问题，这让展业尤其困难。比如在巴西，2/3人是没有信用卡的，市面上有很多类似账单的支付方式，比如Boleto。Boleto每个月要处理超过五千万笔支付，对于没有银行卡的人来说，Boleto Bancario是他们购买线上商品和服务的唯一途径。对于部分有信用卡的人来说，由于对在线上输入自己银行信息的不信任，他们也会选择Boleto以现金交易的方","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DLO\">$DLocal Limited(DLO)$</a>&nbsp;Dlocal(DLO) 是2016年成立于乌拉圭的金融技术（Fintech）公司。主要提供本地/跨境支付服务，将全球商家与新兴市场联系起来。成立后一直发展迅速，很快就成为乌拉圭第一只独角兽，在蒙得维的亚，圣保罗，旧金山，伦敦，特拉维夫和深圳设有办事处。今年6月3日，Dlocal公开上市，目前市值约95亿美元。DLO股价走势由于赛道优质，并且Q2财报超预期，DLO股价在上市短短几个月内翻了几倍。然而自9月开始，连续的利空让其走出单边下跌的走势，其中主要包括增发、解禁，以及最关键的Q3财报不及预期。那么这背后究竟是发生了什么，后续又会怎样发展，下面我们展开分析。01 行业格局与商业模式DLO主要解决的是新兴市场的支付问题，核心在于One Dlocal：统一的平台、合约和API，解决支付的痛点，显著提升客户（主要是跨国巨头，例如Uber、Amazon、Google、Spotify等）的经营效率。对于这门生意的吸引力，我们直观感受可能感触不深，因为国内有支付宝和微信这种优质的产品，数字化率已非常高。DLO诞生前后的情况对比那么没有DLO的世界（主要是南美）是什么样的呢？简单来说，如上图左，跨国公司需要在不同国家分别经营，面对N种支付方式（约600多种）、税率、汇率、其他政策、欺诈等等问题，这让展业尤其困难。比如在巴西，2/3人是没有信用卡的，市面上有很多类似账单的支付方式，比如Boleto。Boleto每个月要处理超过五千万笔支付，对于没有银行卡的人来说，Boleto Bancario是他们购买线上商品和服务的唯一途径。对于部分有信用卡的人来说，由于对在线上输入自己银行信息的不信任，他们也会选择Boleto以现金交易的方","text":"$DLocal Limited(DLO)$ Dlocal(DLO) 是2016年成立于乌拉圭的金融技术（Fintech）公司。主要提供本地/跨境支付服务，将全球商家与新兴市场联系起来。成立后一直发展迅速，很快就成为乌拉圭第一只独角兽，在蒙得维的亚，圣保罗，旧金山，伦敦，特拉维夫和深圳设有办事处。今年6月3日，Dlocal公开上市，目前市值约95亿美元。DLO股价走势由于赛道优质，并且Q2财报超预期，DLO股价在上市短短几个月内翻了几倍。然而自9月开始，连续的利空让其走出单边下跌的走势，其中主要包括增发、解禁，以及最关键的Q3财报不及预期。那么这背后究竟是发生了什么，后续又会怎样发展，下面我们展开分析。01 行业格局与商业模式DLO主要解决的是新兴市场的支付问题，核心在于One Dlocal：统一的平台、合约和API，解决支付的痛点，显著提升客户（主要是跨国巨头，例如Uber、Amazon、Google、Spotify等）的经营效率。对于这门生意的吸引力，我们直观感受可能感触不深，因为国内有支付宝和微信这种优质的产品，数字化率已非常高。DLO诞生前后的情况对比那么没有DLO的世界（主要是南美）是什么样的呢？简单来说，如上图左，跨国公司需要在不同国家分别经营，面对N种支付方式（约600多种）、税率、汇率、其他政策、欺诈等等问题，这让展业尤其困难。比如在巴西，2/3人是没有信用卡的，市面上有很多类似账单的支付方式，比如Boleto。Boleto每个月要处理超过五千万笔支付，对于没有银行卡的人来说，Boleto 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dayday","avatar":"https://static.tigerbbs.com/a0361bd387de5bf0e58d7829332ecd82","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"真希望一路向上","listText":"真希望一路向上","text":"真希望一路向上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833078121","repostId":"839063649","repostType":1,"repost":{"id":839063649,"gmtCreate":1629107903878,"gmtModify":1629117919414,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"港股周策略：中国智造，出海型企业仍是加分之选","htmlText":"近期港股保持震荡修复，继续消化前期监管压力。恒生指数在年中阶段的表现目前为止不尽人意，远不及年初，美元也是一波三折。 我们认为，在资金存量相对充足（监管对市场带来的情绪扰动可能更多影响结构性行情和部分资金的风险偏好），且在国内货币政策并没有收紧的情况下（包括前期降准表明政策本身的边际改善），较难给AH市场带来趋势性的改变，换言之，仍然大概率保持当前既有的长牛格局之上。 这一点，或许从技术性角度上也能得到更直观的支持，我们从偏长期窗口来看，<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 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href=\"https://r.tigerbbs.com/lrhd\" target=\"_blank\">2021美港股展望：成长与价值共舞20210104</a>）","text":"近期港股保持震荡修复，继续消化前期监管压力。恒生指数在年中阶段的表现目前为止不尽人意，远不及年初，美元也是一波三折。 我们认为，在资金存量相对充足（监管对市场带来的情绪扰动可能更多影响结构性行情和部分资金的风险偏好），且在国内货币政策并没有收紧的情况下（包括前期降准表明政策本身的边际改善），较难给AH市场带来趋势性的改变，换言之，仍然大概率保持当前既有的长牛格局之上。 这一点，或许从技术性角度上也能得到更直观的支持，我们从偏长期窗口来看，$恒生指数(HSI)$ 在季度窗口，仍然处于技术性调整路径途中；且恒指指标股大部分来自于非互联网领域，这些指标股仍受十四五政策支撑，因此，我们认为监管的压力，情绪的扰动并不会改变整体市场趋势，中期的市场并不悲观。但这一偏长窗口的修正用时可能需要更多耐心观察。$国企指数(HSCEI)$ $红筹指数(HSCCI)$ 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涨……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321340326350960","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321340164362360,"gmtCreate":1719480940608,"gmtModify":1719480941981,"author":{"id":"3576904190650460","authorId":"3576904190650460","name":"one dayday","avatar":"https://static.tigerbbs.com/a0361bd387de5bf0e58d7829332ecd82","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 感觉还能冲","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 感觉还能冲","text":"$理想汽车(LI)$ 感觉还能冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321340164362360","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321340061024504,"gmtCreate":1719480708593,"gmtModify":1719480710089,"author":{"id":"3576904190650460","authorId":"3576904190650460","name":"one 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自英伟达财报后，做市商数次拿捏股价失控。造成了财报后股价继续暴涨以及拆股后不跌反涨的奇观。群众购买热情高涨，导致每周股价收敛区都不准确，周五收盘预测从110一路上跳至140，不得不说预测失灵也是牛市必须品鉴的一个环节。也就是群众买入共识远超市场估价，华尔街做市商汗流浃背了。明天周五四巫日，本季度期权到期量以期权名义价值计算，将达到5.5万亿美元。英伟达约三分之一看涨期权的未平仓合约将于21日（周五）到期。根据期权未平仓分布，理论上来说，周五英伟达股价收盘应该在110附近，次一级目标是120。不过感觉周四周五再怎么跌，都很难达成目标的样子。当然如果真能跌到120，大家懂得都懂。要不要做周五暴跌的准备，只能明天看一下130之下put周四开仓情况，目前数据引发滑坡希望不大。说一下近期几张大单：1、看涨价差买入 <a href=\"https://laohu8.com/OPT/NVDA%2020240920%20212.0%20CALL\">$NVDA 20240920 212.0 CALL$</a> 卖出 <a href=\"https://laohu8.com/OPT/NVDA%2020240920%20265.0%20CALL\">$NVDA 20240920 265.0 CALL$</a> 共成交1.65万手，成交额60多万2、卖出看涨期权 <a href=\"https://laohu8.com/OPT/NVDA%2020241220%20250.0%20CALL\">$NVDA 20241220 250.0 CALL$</a> 成交1.5万手，成交额375万3、卖出看涨期权","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 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