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海风吹了
2021-07-19
$优信(UXIN)$
坚持就是胜利!
海风吹了
2021-07-09
$水滴(WDH)$
出血了!
海风吹了
2021-08-07
$每日优鲜(MF)$
该出手了!
海风吹了
2021-09-28
$小米集团-W(01810)$
可以卖了
海风吹了
2021-09-01
$每日优鲜(MF)$
被赚钱!快退市吧!坚持就是胜利?
海风吹了
2021-07-02
$优信(UXIN)$
这是什么节奏?要向下突飞猛进啊!
海风吹了
2022-07-26
$小米集团-W(01810)$
降了
海风吹了
2021-10-07
$小米集团-W(01810)$
价格怎么一直下降?
海风吹了
2022-08-13
$奇景光电(HIMX)$
下手
海风吹了
2022-08-12
$小米集团-W(01810)$
好
海风吹了
2021-09-24
$万物新生(RERE)$
下手吧
海风吹了
2021-08-11
$每日优鲜(MF)$
这是什么节奏,死气沉沉!
海风吹了
2022-07-25
没有
@景辰财经:中概股持续承压期间,这趟“列车”你赶上了吗?
海风吹了
2022-04-26
开卷有益
外媒头条 | 推特接受马斯克440亿美元收购提议
海风吹了
2022-04-13
$小米集团-W(01810)$
怎么一直降啊
海风吹了
2021-10-09
$小米集团-W(01810)$
下手吧,开始上涨了!
海风吹了
2021-10-04
$心玮医疗-B(06609)$
观望中
海风吹了
2021-08-25
$每日优鲜(MF)$
苏醒了,我的心头肉!
海风吹了
2021-08-10
$每日优鲜(MF)$
晒晒更健康!
海风吹了
2022-09-11
$AMC院线(AMC)$
去老虎APP查看更多动态
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仍在低位徘徊","images":[{"img":"https://static.tigerbbs.com/7bd1a503a884d4db8ceb7e3034cc5953","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625739130","isVote":1,"tweetType":1,"viewCount":1349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":625417583,"gmtCreate":1676632790742,"gmtModify":1676632793851,"author":{"id":"3576921444396208","authorId":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576921444396208","authorIdStr":"3576921444396208"},"themes":[],"htmlText":"好文章,值得阅读","listText":"好文章,值得阅读","text":"好文章,值得阅读","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625417583","repostId":"625016931","repostType":1,"repost":{"id":625016931,"gmtCreate":1675939391123,"gmtModify":1675939713103,"author":{"id":"4095039866373700","authorId":"4095039866373700","name":"美股择菜谋士","avatar":"https://static.tigerbbs.com/404d5e88d79ae54e02ec5fc3f47dd71d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095039866373700","authorIdStr":"4095039866373700"},"themes":[],"title":"谋眼观策:一文看懂美股chatGPT浪潮长期受益股","htmlText":"chatGPT的旋风 近期chatGPT的旋风在全球越刮越烈,从100万用户到一亿用户,chatGPT都创造了互联网的神话,5天活跃用户过百万,2个月活跃用户过亿,都是一骑绝尘。 chatGPT的爆火也搅动了资本市场的一池春水,从美股到A股,炒作都堪称疯狂,虽然我们内心都很清楚,很多公司都是概念炒作为主,最终会一地鸡毛,但在当前时点,被认为是下一代科技浪潮的AI革命,显然不会这么快就轻易下来,革命性产品的推出是这一浪潮的标志性事件。 chatGPT爆火背后:从UGC,到AIGC 从内容的发展阶段来看,从专业制作(比如只有记者、作家等能刊文)、专业的视频与电影制作等,普通民众很少参与进内容的制作,但伴随互联网的飞速发展与技术的不断进步,工具越来越智能化加速了普通民众参与的用户创作(UGC),最典型的就是各类自媒体、油管、抖音、快手、B站的各类达人与UP主视频,在AI加速发展以后,制作难度再度降低,比如各类制图与视频剪辑软件越来越好用,且上手非常容易,AIUGC成为主导,现在当chatGPT推出以后,无疑内容制作行业将加速进入到AIGC阶段。 为什么这个时间点AIGC迎来了爆发? 核心在于更多的打标数据、更多的算法模型、更强大的算力基础,这一切构成了AIGC的爆发基础。 从行业的发展来看: •大模型逐渐成熟 •算力不断扩展 •杀手级应用出现 那么,对于投资者来说,我们更关注的是带来的机会。 AIGC产业链 AIGC有庞大的产业链,从底层的数据模型到上层的应用,都酝酿了很多机会。 文本:是最先取得较大进展的领域。今天,这些模型在通用的短/中形式写作方面相当好(但即便如此,它们通常用于迭代或初稿) 代码生成:可能会在短期内对开发人员的生产力产生重大影响,如GitHub CoPilot所示 图像:是一种较新的现象,但它们已经传播开来 语音合成已经存在了一段时间(Siri) 视频和3D","listText":"chatGPT的旋风 近期chatGPT的旋风在全球越刮越烈,从100万用户到一亿用户,chatGPT都创造了互联网的神话,5天活跃用户过百万,2个月活跃用户过亿,都是一骑绝尘。 chatGPT的爆火也搅动了资本市场的一池春水,从美股到A股,炒作都堪称疯狂,虽然我们内心都很清楚,很多公司都是概念炒作为主,最终会一地鸡毛,但在当前时点,被认为是下一代科技浪潮的AI革命,显然不会这么快就轻易下来,革命性产品的推出是这一浪潮的标志性事件。 chatGPT爆火背后:从UGC,到AIGC 从内容的发展阶段来看,从专业制作(比如只有记者、作家等能刊文)、专业的视频与电影制作等,普通民众很少参与进内容的制作,但伴随互联网的飞速发展与技术的不断进步,工具越来越智能化加速了普通民众参与的用户创作(UGC),最典型的就是各类自媒体、油管、抖音、快手、B站的各类达人与UP主视频,在AI加速发展以后,制作难度再度降低,比如各类制图与视频剪辑软件越来越好用,且上手非常容易,AIUGC成为主导,现在当chatGPT推出以后,无疑内容制作行业将加速进入到AIGC阶段。 为什么这个时间点AIGC迎来了爆发? 核心在于更多的打标数据、更多的算法模型、更强大的算力基础,这一切构成了AIGC的爆发基础。 从行业的发展来看: •大模型逐渐成熟 •算力不断扩展 •杀手级应用出现 那么,对于投资者来说,我们更关注的是带来的机会。 AIGC产业链 AIGC有庞大的产业链,从底层的数据模型到上层的应用,都酝酿了很多机会。 文本:是最先取得较大进展的领域。今天,这些模型在通用的短/中形式写作方面相当好(但即便如此,它们通常用于迭代或初稿) 代码生成:可能会在短期内对开发人员的生产力产生重大影响,如GitHub CoPilot所示 图像:是一种较新的现象,但它们已经传播开来 语音合成已经存在了一段时间(Siri) 视频和3D","text":"chatGPT的旋风 近期chatGPT的旋风在全球越刮越烈,从100万用户到一亿用户,chatGPT都创造了互联网的神话,5天活跃用户过百万,2个月活跃用户过亿,都是一骑绝尘。 chatGPT的爆火也搅动了资本市场的一池春水,从美股到A股,炒作都堪称疯狂,虽然我们内心都很清楚,很多公司都是概念炒作为主,最终会一地鸡毛,但在当前时点,被认为是下一代科技浪潮的AI革命,显然不会这么快就轻易下来,革命性产品的推出是这一浪潮的标志性事件。 chatGPT爆火背后:从UGC,到AIGC 从内容的发展阶段来看,从专业制作(比如只有记者、作家等能刊文)、专业的视频与电影制作等,普通民众很少参与进内容的制作,但伴随互联网的飞速发展与技术的不断进步,工具越来越智能化加速了普通民众参与的用户创作(UGC),最典型的就是各类自媒体、油管、抖音、快手、B站的各类达人与UP主视频,在AI加速发展以后,制作难度再度降低,比如各类制图与视频剪辑软件越来越好用,且上手非常容易,AIUGC成为主导,现在当chatGPT推出以后,无疑内容制作行业将加速进入到AIGC阶段。 为什么这个时间点AIGC迎来了爆发? 核心在于更多的打标数据、更多的算法模型、更强大的算力基础,这一切构成了AIGC的爆发基础。 从行业的发展来看: •大模型逐渐成熟 •算力不断扩展 •杀手级应用出现 那么,对于投资者来说,我们更关注的是带来的机会。 AIGC产业链 AIGC有庞大的产业链,从底层的数据模型到上层的应用,都酝酿了很多机会。 文本:是最先取得较大进展的领域。今天,这些模型在通用的短/中形式写作方面相当好(但即便如此,它们通常用于迭代或初稿) 代码生成:可能会在短期内对开发人员的生产力产生重大影响,如GitHub CoPilot所示 图像:是一种较新的现象,但它们已经传播开来 语音合成已经存在了一段时间(Siri) 视频和3D","images":[{"img":"https://static.tigerbbs.com/06bed9f87236dc3884815c1c1ec73c44","width":"632","height":"184"},{"img":"https://static.tigerbbs.com/7124dca16bbf47ea78f519daee9696eb","width":"632","height":"277"},{"img":"https://static.tigerbbs.com/38179b74974c4efd7a2cb3d3c6af2b50","width":"632","height":"234"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625016931","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625417157,"gmtCreate":1676632702679,"gmtModify":1676633158552,"author":{"id":"3576921444396208","authorId":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576921444396208","authorIdStr":"3576921444396208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>择机下手","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>择机下手","text":"$叮咚买菜(DDL)$ 择机下手","images":[{"img":"https://static.tigerbbs.com/521023029acfd3b20b3f2fb5a08b68b5","width":"1080","height":"2348"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625417157","isVote":1,"tweetType":1,"viewCount":1419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":625417342,"gmtCreate":1676632657986,"gmtModify":1676632659691,"author":{"id":"3576921444396208","authorId":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576921444396208","authorIdStr":"3576921444396208"},"themes":[],"htmlText":"观察中","listText":"观察中","text":"观察中","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625417342","repostId":"625058125","repostType":1,"repost":{"id":625058125,"gmtCreate":1675959866268,"gmtModify":1675959870851,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"AI的炒作似乎要到头了,微软会跌多少?什么价格接盘合适?","htmlText":"有人600万重仓put了微软:买<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020230721%20275.0%20PUT\">$MSFT%2020230721%20275.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/MSFT 20230721 275.0 PUT\">$MSFT 20230721 275.0 PUT$ </a>卖<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020230721%20205.0%20PUT\"></a><a href=\"https://laohu8.com/OPT/MSFT 20230721 205.0 PUT\">$MSFT 20230721 205.0 PUT$ </a>严格来说这是一组熊市看跌价差策略,买入行权价更高的put,卖出同样到期日行权价更低的put。这套策略很有意思。对于目前震荡上行的触顶行情最佳策略其实是sell call,上行犹犹豫豫,下跌遥遥无期,此时buy put并长线持有会一直损耗时间价值。但这位交易者还是义无反顾选择了买入平价put(275),到期日选择7月,说明他也对长线作战做好了准备。但作为价差策略另一条腿(205)行权价离的着实有点远,基本起不到对冲赚取价差的作用,只是相当于减少时间损失。所以这套策略其实偏向于纯做空。不过我认为微软真跌到205,这位交易者可能很愿意接盘。去年10月微软股价低点是213,而250周均线价格是202,205接手真心不贵。所以和一般意义上的熊市看跌价差策略不同,这套策略更偏向做空,但和普通做空比性价比更高。截图下方有一组call大单好像在唱反调","listText":"有人600万重仓put了微软:买<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020230721%20275.0%20PUT\">$MSFT%2020230721%20275.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/MSFT 20230721 275.0 PUT\">$MSFT 20230721 275.0 PUT$ </a>卖<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020230721%20205.0%20PUT\"></a><a href=\"https://laohu8.com/OPT/MSFT 20230721 205.0 PUT\">$MSFT 20230721 205.0 PUT$ </a>严格来说这是一组熊市看跌价差策略,买入行权价更高的put,卖出同样到期日行权价更低的put。这套策略很有意思。对于目前震荡上行的触顶行情最佳策略其实是sell call,上行犹犹豫豫,下跌遥遥无期,此时buy put并长线持有会一直损耗时间价值。但这位交易者还是义无反顾选择了买入平价put(275),到期日选择7月,说明他也对长线作战做好了准备。但作为价差策略另一条腿(205)行权价离的着实有点远,基本起不到对冲赚取价差的作用,只是相当于减少时间损失。所以这套策略其实偏向于纯做空。不过我认为微软真跌到205,这位交易者可能很愿意接盘。去年10月微软股价低点是213,而250周均线价格是202,205接手真心不贵。所以和一般意义上的熊市看跌价差策略不同,这套策略更偏向做空,但和普通做空比性价比更高。截图下方有一组call大单好像在唱反调","text":"有人600万重仓put了微软:买$MSFT%2020230721%20275.0%20PUT$ $MSFT 20230721 275.0 PUT$ 卖$MSFT 20230721 205.0 PUT$ 严格来说这是一组熊市看跌价差策略,买入行权价更高的put,卖出同样到期日行权价更低的put。这套策略很有意思。对于目前震荡上行的触顶行情最佳策略其实是sell call,上行犹犹豫豫,下跌遥遥无期,此时buy put并长线持有会一直损耗时间价值。但这位交易者还是义无反顾选择了买入平价put(275),到期日选择7月,说明他也对长线作战做好了准备。但作为价差策略另一条腿(205)行权价离的着实有点远,基本起不到对冲赚取价差的作用,只是相当于减少时间损失。所以这套策略其实偏向于纯做空。不过我认为微软真跌到205,这位交易者可能很愿意接盘。去年10月微软股价低点是213,而250周均线价格是202,205接手真心不贵。所以和一般意义上的熊市看跌价差策略不同,这套策略更偏向做空,但和普通做空比性价比更高。截图下方有一组call大单好像在唱反调","images":[{"img":"https://static.tigerbbs.com/c266b55821674ce7c6588a647a98b393","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625058125","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625417985,"gmtCreate":1676632642647,"gmtModify":1676632645743,"author":{"id":"3576921444396208","authorId":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576921444396208","authorIdStr":"3576921444396208"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625417985","repostId":"622433722","repostType":1,"repost":{"id":622433722,"gmtCreate":1675783911066,"gmtModify":1675783926124,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"一种几乎不花钱看涨特斯拉的期权策略","htmlText":"我觉得这个季度机构有点过于节省了,要不我怎么三天两头老能发现这种勤俭持家的策略。昨天文章结尾我们展望了本轮上涨中特斯拉理论上可能达到的目标价:300。但这个目标价现阶段比较缺乏可操作性:如果之前上车了那么继续持有底仓好,这是最舒服的看涨方法;对于没上车的人来说新开仓心理承受风险贼大。下周二公布1月份CPI,美元连涨三天不回调。虽然不清楚今年美元和美股之间的逆向关系是否跟去年一样明确,但普遍意义上美元上涨对风险资产确实有压制作用。所以有没有一种方法既能看涨同时降低下注亏损?不出所料我在期权异动里找到了解决方案:买<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230616%20300.0%20CALL\">$TSLA%2020230616%20300.0%20CALL$ </a><a href=\"https://laohu8.com/OPT/TSLA 20230616 300.0 CALL\">$TSLA 20230616 300.0 CALL$ </a>卖<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230421%20150.0%20PUT\">$TSLA%2020230421%20150.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/TSLA 20230421 150.0 PUT\">$TSLA 20230421 150.0 PUT$ </a>需要提前说明,老虎里订单类型标注为组合的看涨看跌标签并不准确,更多是需要你根据经验去揣测看涨看跌正确与否。从我的经验来看这两个标签大概率没错,也就是交易者卖出行权价为150的put,同时买入了行权价为300的call。成交额都是68.5万","listText":"我觉得这个季度机构有点过于节省了,要不我怎么三天两头老能发现这种勤俭持家的策略。昨天文章结尾我们展望了本轮上涨中特斯拉理论上可能达到的目标价:300。但这个目标价现阶段比较缺乏可操作性:如果之前上车了那么继续持有底仓好,这是最舒服的看涨方法;对于没上车的人来说新开仓心理承受风险贼大。下周二公布1月份CPI,美元连涨三天不回调。虽然不清楚今年美元和美股之间的逆向关系是否跟去年一样明确,但普遍意义上美元上涨对风险资产确实有压制作用。所以有没有一种方法既能看涨同时降低下注亏损?不出所料我在期权异动里找到了解决方案:买<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230616%20300.0%20CALL\">$TSLA%2020230616%20300.0%20CALL$ </a><a href=\"https://laohu8.com/OPT/TSLA 20230616 300.0 CALL\">$TSLA 20230616 300.0 CALL$ </a>卖<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230421%20150.0%20PUT\">$TSLA%2020230421%20150.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/TSLA 20230421 150.0 PUT\">$TSLA 20230421 150.0 PUT$ </a>需要提前说明,老虎里订单类型标注为组合的看涨看跌标签并不准确,更多是需要你根据经验去揣测看涨看跌正确与否。从我的经验来看这两个标签大概率没错,也就是交易者卖出行权价为150的put,同时买入了行权价为300的call。成交额都是68.5万","text":"我觉得这个季度机构有点过于节省了,要不我怎么三天两头老能发现这种勤俭持家的策略。昨天文章结尾我们展望了本轮上涨中特斯拉理论上可能达到的目标价:300。但这个目标价现阶段比较缺乏可操作性:如果之前上车了那么继续持有底仓好,这是最舒服的看涨方法;对于没上车的人来说新开仓心理承受风险贼大。下周二公布1月份CPI,美元连涨三天不回调。虽然不清楚今年美元和美股之间的逆向关系是否跟去年一样明确,但普遍意义上美元上涨对风险资产确实有压制作用。所以有没有一种方法既能看涨同时降低下注亏损?不出所料我在期权异动里找到了解决方案:买$TSLA%2020230616%20300.0%20CALL$ $TSLA 20230616 300.0 CALL$ 卖$TSLA%2020230421%20150.0%20PUT$ $TSLA 20230421 150.0 PUT$ 需要提前说明,老虎里订单类型标注为组合的看涨看跌标签并不准确,更多是需要你根据经验去揣测看涨看跌正确与否。从我的经验来看这两个标签大概率没错,也就是交易者卖出行权价为150的put,同时买入了行权价为300的call。成交额都是68.5万","images":[{"img":"https://static.tigerbbs.com/88b3a8a9397538062a42ad9016a1153b","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622433722","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625414774,"gmtCreate":1676632619499,"gmtModify":1676632621289,"author":{"id":"3576921444396208","authorId":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576921444396208","authorIdStr":"3576921444396208"},"themes":[],"htmlText":"好文章","listText":"好文章","text":"好文章","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625414774","repostId":"622757261","repostType":1,"repost":{"id":622757261,"gmtCreate":1675909920653,"gmtModify":1675911818098,"author":{"id":"3557188805155421","authorId":"3557188805155421","name":"嗨牛财经","avatar":"https://static.tigerbbs.com/e89749dbb1c0698a1b4c6ab8853b3180","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557188805155421","authorIdStr":"3557188805155421"},"themes":[],"title":"2023怎么投?紧盯周期,捕捉量价齐升机遇","htmlText":"很多人可能会觉得,2022年,是“投资体验比较差的一年”。 一“差”,是行情的“一步三回头”,整体跌幅较大。 回顾2022年的上证指数走势:1-4月下跌、5-6月反弹、7-10月连续下跌、11月回升、12月下跌。此外,主要指数全年均出现较大幅度回调,对信心有一定打击。 数据来源:Wind,统计区间:2022.1.1至2022.12.31 二“差”,是“板块轮动”反复上演,行业/主题暗流汹涌。 2022年的市场缺乏明确的投资主线,行业轮动特征显著,让投资者“措手不及”。 比如,煤炭在前三个季度表现较好,四季度则大幅下跌16.37%;电力设备一季度大跌、二季度强力反弹、三季度再次大跌;一季度领涨的房地产,二季度则以近9%的跌幅垫底,三四季度持续收跌。(数据来源:Wind,申万一级行业) 过去一年,我们经历了四月的至暗时刻,也经历了不同风格的快速切换。投资者在反复犹疑中做多错多。 前瞻2023年,我们该怀有怎样的期待?又该如何提高投资胜率呢? 华夏基金资深周期投资专家夏云龙坦言,“我们比较看好2023年的权益市场”,并顺势于1月30日发行新基——华夏景气驱动混合型基金(A类017598;C类017599),助力投资者把握低位市场机遇。 回顾历史,没有只跌不涨的市场,黎明破晓前,我们不妨未雨绸缪,循着“经济复苏”的主线,寻找未来确定性较高的赛道,提高投资胜率。 前瞻后市,华夏基金基金经理夏云龙表示,目前来看,影响2022年证券市场走势的三大因素“疫情、地产、美国通胀加息”均有大幅改善,中期进入一个乐观状态,积极可为。2023年将是信心重建的一年,但随着经济复苏,市场有望向好,波折中前行的大方向不会逆转。 那么,具体的投资机会在哪里呢? 夏云龙自2012年以来深耕周期产业,对周期行业投资有深刻地见解。在他看来,美林时钟根据通货膨胀与经济增长速度分为复苏、过热、滞涨与衰退四个阶段,四阶","listText":"很多人可能会觉得,2022年,是“投资体验比较差的一年”。 一“差”,是行情的“一步三回头”,整体跌幅较大。 回顾2022年的上证指数走势:1-4月下跌、5-6月反弹、7-10月连续下跌、11月回升、12月下跌。此外,主要指数全年均出现较大幅度回调,对信心有一定打击。 数据来源:Wind,统计区间:2022.1.1至2022.12.31 二“差”,是“板块轮动”反复上演,行业/主题暗流汹涌。 2022年的市场缺乏明确的投资主线,行业轮动特征显著,让投资者“措手不及”。 比如,煤炭在前三个季度表现较好,四季度则大幅下跌16.37%;电力设备一季度大跌、二季度强力反弹、三季度再次大跌;一季度领涨的房地产,二季度则以近9%的跌幅垫底,三四季度持续收跌。(数据来源:Wind,申万一级行业) 过去一年,我们经历了四月的至暗时刻,也经历了不同风格的快速切换。投资者在反复犹疑中做多错多。 前瞻2023年,我们该怀有怎样的期待?又该如何提高投资胜率呢? 华夏基金资深周期投资专家夏云龙坦言,“我们比较看好2023年的权益市场”,并顺势于1月30日发行新基——华夏景气驱动混合型基金(A类017598;C类017599),助力投资者把握低位市场机遇。 回顾历史,没有只跌不涨的市场,黎明破晓前,我们不妨未雨绸缪,循着“经济复苏”的主线,寻找未来确定性较高的赛道,提高投资胜率。 前瞻后市,华夏基金基金经理夏云龙表示,目前来看,影响2022年证券市场走势的三大因素“疫情、地产、美国通胀加息”均有大幅改善,中期进入一个乐观状态,积极可为。2023年将是信心重建的一年,但随着经济复苏,市场有望向好,波折中前行的大方向不会逆转。 那么,具体的投资机会在哪里呢? 夏云龙自2012年以来深耕周期产业,对周期行业投资有深刻地见解。在他看来,美林时钟根据通货膨胀与经济增长速度分为复苏、过热、滞涨与衰退四个阶段,四阶","text":"很多人可能会觉得,2022年,是“投资体验比较差的一年”。 一“差”,是行情的“一步三回头”,整体跌幅较大。 回顾2022年的上证指数走势:1-4月下跌、5-6月反弹、7-10月连续下跌、11月回升、12月下跌。此外,主要指数全年均出现较大幅度回调,对信心有一定打击。 数据来源:Wind,统计区间:2022.1.1至2022.12.31 二“差”,是“板块轮动”反复上演,行业/主题暗流汹涌。 2022年的市场缺乏明确的投资主线,行业轮动特征显著,让投资者“措手不及”。 比如,煤炭在前三个季度表现较好,四季度则大幅下跌16.37%;电力设备一季度大跌、二季度强力反弹、三季度再次大跌;一季度领涨的房地产,二季度则以近9%的跌幅垫底,三四季度持续收跌。(数据来源:Wind,申万一级行业) 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周一关键词:美国Markit制造业PMI、<a target=\"_blank\" href=\"https://laohu8.com/S/00688\"></a><a href=\"https://laohu8.com/S/00688\">$中国海外发展(00688)$</a>/新特能源财报财报方面,港股<a target=\"_blank\" href=\"https://laohu8.com/S/00688\"></a><a href=\"https://laohu8.com/S/00688\">$中国海外发展(00688)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/01799\"></a><a href=\"https://laohu8.com/S/01799\">$新特能源(01799)$</a>将公布业绩。10月25日 周二关键词:美国谘商会消费者信心指数、可口可乐/渤健公司/通用汽车/汇丰控股财报财报方面,港股<a target=\"_blank\" href=\"https://laohu8.com/S/00005\"></a><a href=\"https://laohu8.com/S/00005\">$汇丰控股(00005)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00902\"></a><a href=\"https://laohu8.com/S/00902\">$华能国际电力股份(00902)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00288\"></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。本周市场前瞻10月24日 周一关键词:美国Markit制造业PMI、<a target=\"_blank\" href=\"https://laohu8.com/S/00688\"></a><a href=\"https://laohu8.com/S/00688\">$中国海外发展(00688)$</a>/新特能源财报财报方面,港股<a target=\"_blank\" href=\"https://laohu8.com/S/00688\"></a><a href=\"https://laohu8.com/S/00688\">$中国海外发展(00688)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/01799\"></a><a href=\"https://laohu8.com/S/01799\">$新特能源(01799)$</a>将公布业绩。10月25日 周二关键词:美国谘商会消费者信心指数、可口可乐/渤健公司/通用汽车/汇丰控股财报财报方面,港股<a target=\"_blank\" href=\"https://laohu8.com/S/00005\"></a><a href=\"https://laohu8.com/S/00005\">$汇丰控股(00005)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00902\"></a><a href=\"https://laohu8.com/S/00902\">$华能国际电力股份(00902)$</a>、<a target=\"_blank\" href=\"https://laohu8.com/S/00288\"></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。本周市场前瞻10月24日 周一关键词:美国Markit制造业PMI、$中国海外发展(00688)$/新特能源财报财报方面,港股$中国海外发展(00688)$、$新特能源(01799)$将公布业绩。10月25日 周二关键词:美国谘商会消费者信心指数、可口可乐/渤健公司/通用汽车/汇丰控股财报财报方面,港股$汇丰控股(00005)$、$华能国际电力股份(00902)$、","images":[{"img":"https://static.tigerbbs.com/55ac684e022ea0ff568d757762c03165","width":"1280","height":"890"},{"img":"https://static.tigerbbs.com/1406a98d5115cebd10a5e0da5a0441d8","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662200881","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665609607,"gmtCreate":1667220914610,"gmtModify":1667220917016,"author":{"id":"3576921444396208","authorId":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576921444396208","authorIdStr":"3576921444396208"},"themes":[],"htmlText":"好文章","listText":"好文章","text":"好文章","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665609607","repostId":"662201095","repostType":1,"repost":{"id":662201095,"gmtCreate":1666576267417,"gmtModify":1666576976809,"author":{"id":"3476843710285521","authorId":"3476843710285521","name":"从九千到九千万","avatar":"https://static.tigerbbs.com/521140bf022c3de9c2122f982d47a32d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476843710285521","authorIdStr":"3476843710285521"},"themes":[],"title":"10/23 美股逼空涨到多少?","htmlText":"Hello大家好,这里是九千君。这周末过得真快,首先让我们来回顾一下,为你今后一周的工作做好准备。 🟢 股市经历了大约6个月以来最好的一周,每个行业都收绿,这是逼空的结果。 美联储成员继续说这番话,在本周的通胀数据之前重申了他们的鹰派立场。与此同时,杰夫-贝索斯在推特上说,在当前的经济环境下,我们都应该 \"压低舱门\"。美国国税局(IRS)公布了2023年通货膨胀调整后的税率等级和其他税收变化。 🗳️英国首相Liz Truss上任六周后辞职,创下该国历史上最短的任期,使其政府进一步陷入混乱。 本周是赌科技公司财报的大好时机,Netflix、Roblox和半导体设备供应商的业绩令人惊喜。与此同时,Snapchat跌至近四年来的最低水平,特斯拉的收入也未达到预期。 说下对SPX和SPY的看法。 日线图有点混乱,对上行有利的是,在关闭了两个向上的缺口并重新回补了一个向下的缺口,周五收盘时的K线扭转了本周的预期前景,并且以相对稳固的看涨形式出现。MACD对price action有支持作用,3800是需要克服的下一个阻力汇合点。注意到下降趋势形态似乎已经偏离,因此有三种情况中的一种可能。 1. 下跌趋势被打破,阻力也将被遇到并打破,趋势反转应该是有效的。 2. 阻力将保持在3800出头,反转将发生,带来一个更低的低点 3. 一个突然的事件逆转,并恢复了对下行目标的强劲走势,继续走低。 下周关注一下这些宝藏: $MMTLP, $MULN, $TWTR, $AVCT, $DWAC, and $AUPH. 上周VIP群喊单战报如下:完整版请私信管理员 下周个股分析: AAPL<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 收于147.2","listText":"Hello大家好,这里是九千君。这周末过得真快,首先让我们来回顾一下,为你今后一周的工作做好准备。 🟢 股市经历了大约6个月以来最好的一周,每个行业都收绿,这是逼空的结果。 美联储成员继续说这番话,在本周的通胀数据之前重申了他们的鹰派立场。与此同时,杰夫-贝索斯在推特上说,在当前的经济环境下,我们都应该 \"压低舱门\"。美国国税局(IRS)公布了2023年通货膨胀调整后的税率等级和其他税收变化。 🗳️英国首相Liz Truss上任六周后辞职,创下该国历史上最短的任期,使其政府进一步陷入混乱。 本周是赌科技公司财报的大好时机,Netflix、Roblox和半导体设备供应商的业绩令人惊喜。与此同时,Snapchat跌至近四年来的最低水平,特斯拉的收入也未达到预期。 说下对SPX和SPY的看法。 日线图有点混乱,对上行有利的是,在关闭了两个向上的缺口并重新回补了一个向下的缺口,周五收盘时的K线扭转了本周的预期前景,并且以相对稳固的看涨形式出现。MACD对price action有支持作用,3800是需要克服的下一个阻力汇合点。注意到下降趋势形态似乎已经偏离,因此有三种情况中的一种可能。 1. 下跌趋势被打破,阻力也将被遇到并打破,趋势反转应该是有效的。 2. 阻力将保持在3800出头,反转将发生,带来一个更低的低点 3. 一个突然的事件逆转,并恢复了对下行目标的强劲走势,继续走低。 下周关注一下这些宝藏: $MMTLP, $MULN, $TWTR, $AVCT, $DWAC, and $AUPH. 上周VIP群喊单战报如下:完整版请私信管理员 下周个股分析: AAPL<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 收于147.2","text":"Hello大家好,这里是九千君。这周末过得真快,首先让我们来回顾一下,为你今后一周的工作做好准备。 🟢 股市经历了大约6个月以来最好的一周,每个行业都收绿,这是逼空的结果。 美联储成员继续说这番话,在本周的通胀数据之前重申了他们的鹰派立场。与此同时,杰夫-贝索斯在推特上说,在当前的经济环境下,我们都应该 \"压低舱门\"。美国国税局(IRS)公布了2023年通货膨胀调整后的税率等级和其他税收变化。 🗳️英国首相Liz Truss上任六周后辞职,创下该国历史上最短的任期,使其政府进一步陷入混乱。 本周是赌科技公司财报的大好时机,Netflix、Roblox和半导体设备供应商的业绩令人惊喜。与此同时,Snapchat跌至近四年来的最低水平,特斯拉的收入也未达到预期。 说下对SPX和SPY的看法。 日线图有点混乱,对上行有利的是,在关闭了两个向上的缺口并重新回补了一个向下的缺口,周五收盘时的K线扭转了本周的预期前景,并且以相对稳固的看涨形式出现。MACD对price action有支持作用,3800是需要克服的下一个阻力汇合点。注意到下降趋势形态似乎已经偏离,因此有三种情况中的一种可能。 1. 下跌趋势被打破,阻力也将被遇到并打破,趋势反转应该是有效的。 2. 阻力将保持在3800出头,反转将发生,带来一个更低的低点 3. 一个突然的事件逆转,并恢复了对下行目标的强劲走势,继续走低。 下周关注一下这些宝藏: $MMTLP, $MULN, $TWTR, $AVCT, $DWAC, and $AUPH. 上周VIP群喊单战报如下:完整版请私信管理员 下周个股分析: AAPL$苹果(AAPL)$ 收于147.2","images":[{"img":"https://static.tigerbbs.com/04e785f9e79920778fd54b49ba15f232","width":"632","height":"213"},{"img":"https://static.tigerbbs.com/2ab0efb1194cbb1f8b8b151feb4209d6","width":"632","height":"82"},{"img":"https://static.tigerbbs.com/5dde14cb2a5368556fcdfec31f547f82","width":"632","height":"85"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662201095","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666475992,"gmtCreate":1665974488517,"gmtModify":1665974489640,"author":{"id":"3576921444396208","authorId":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576921444396208","authorIdStr":"3576921444396208"},"themes":[],"htmlText":"准备着","listText":"准备着","text":"准备着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666475992","repostId":"666397195","repostType":1,"repost":{"id":666397195,"gmtCreate":1665408842117,"gmtModify":1665410345356,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"Q3财报季第一周:看跌银行股","htmlText":"炸桥影响比我预想的要低,不过两国局势持续升温始终是个隐患,<a href=\"https://laohu8.com/TW/666099970\" target=\"_blank\">我觉得买个保险也挺好</a>。<a target=\"_blank\" href=\"https://laohu8.com/OPT/VIX%2020230322%20150.0%20CALL\">$VIX 20230322 150.0 CALL$</a>此外就是本周四的CPI,没什么好说的,核心CPI肯定依然很强劲儿。所以如果市场前三天涨,周四数据公布后肯定跌,反之跌了可能会反弹。财报预期基本上维持负面看法,看跌为主。低开高走还是低开低走主要跟随大盘行情。本周首先是银行股财报:市场预计银行业绩将显示净利润下滑,因为市场动荡抑制投行活动,银行拨出更多应急资金,以弥补借款人拖欠还款造成的损失。Refinitiv数据显示,分析师预计<a target=\"_blank\" href=\"https://laohu8.com/S/JPM\"></a><a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 利润将下降24%,而<a target=\"_blank\" href=\"https://laohu8.com/S/C\"></a><a href=\"https://laohu8.com/S/C\">$花旗(C)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/WFC\"></a><a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 的净利润预计将分别下降32%和17%。另外预计<a target=\"_blank\" href=\"https://laohu8.com/S/MS\"></a>","listText":"炸桥影响比我预想的要低,不过两国局势持续升温始终是个隐患,<a href=\"https://laohu8.com/TW/666099970\" target=\"_blank\">我觉得买个保险也挺好</a>。<a target=\"_blank\" href=\"https://laohu8.com/OPT/VIX%2020230322%20150.0%20CALL\">$VIX 20230322 150.0 CALL$</a>此外就是本周四的CPI,没什么好说的,核心CPI肯定依然很强劲儿。所以如果市场前三天涨,周四数据公布后肯定跌,反之跌了可能会反弹。财报预期基本上维持负面看法,看跌为主。低开高走还是低开低走主要跟随大盘行情。本周首先是银行股财报:市场预计银行业绩将显示净利润下滑,因为市场动荡抑制投行活动,银行拨出更多应急资金,以弥补借款人拖欠还款造成的损失。Refinitiv数据显示,分析师预计<a target=\"_blank\" href=\"https://laohu8.com/S/JPM\"></a><a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 利润将下降24%,而<a target=\"_blank\" href=\"https://laohu8.com/S/C\"></a><a href=\"https://laohu8.com/S/C\">$花旗(C)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/WFC\"></a><a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 的净利润预计将分别下降32%和17%。另外预计<a target=\"_blank\" href=\"https://laohu8.com/S/MS\"></a>","text":"炸桥影响比我预想的要低,不过两国局势持续升温始终是个隐患,我觉得买个保险也挺好。$VIX 20230322 150.0 CALL$此外就是本周四的CPI,没什么好说的,核心CPI肯定依然很强劲儿。所以如果市场前三天涨,周四数据公布后肯定跌,反之跌了可能会反弹。财报预期基本上维持负面看法,看跌为主。低开高走还是低开低走主要跟随大盘行情。本周首先是银行股财报:市场预计银行业绩将显示净利润下滑,因为市场动荡抑制投行活动,银行拨出更多应急资金,以弥补借款人拖欠还款造成的损失。Refinitiv数据显示,分析师预计$摩根大通(JPM)$ 利润将下降24%,而$花旗(C)$ 和$富国银行(WFC)$ 的净利润预计将分别下降32%和17%。另外预计","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666397195","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666472459,"gmtCreate":1665974472871,"gmtModify":1665974474307,"author":{"id":"3576921444396208","authorId":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576921444396208","authorIdStr":"3576921444396208"},"themes":[],"htmlText":"好文章","listText":"好文章","text":"好文章","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666472459","repostId":"666563207","repostType":1,"repost":{"id":666563207,"gmtCreate":1665739269409,"gmtModify":1665739559971,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"工信部:我国牵头首个自动驾驶国际标准正式发布","htmlText":"\n \n \n 记者今天从工业和信息化部了解到,我国牵头制定的首个自动驾驶国际标准正式发布。记者了解到,这一国际标准是我国组织德国等二十多个国家的专家,共同对自动驾驶测试场景标准体系做了系统规划,包括场景词汇、安全评估框架、设计运行范围、场景分类等一系列国际标准项目。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>\n \n","listText":"记者今天从工业和信息化部了解到,我国牵头制定的首个自动驾驶国际标准正式发布。记者了解到,这一国际标准是我国组织德国等二十多个国家的专家,共同对自动驾驶测试场景标准体系做了系统规划,包括场景词汇、安全评估框架、设计运行范围、场景分类等一系列国际标准项目。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"记者今天从工业和信息化部了解到,我国牵头制定的首个自动驾驶国际标准正式发布。记者了解到,这一国际标准是我国组织德国等二十多个国家的专家,共同对自动驾驶测试场景标准体系做了系统规划,包括场景词汇、安全评估框架、设计运行范围、场景分类等一系列国际标准项目。$蔚来(NIO)$ $理想汽车(LI)$ $小鹏汽车(XPEV)$ $特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666563207","isVote":1,"tweetType":2,"object":{"id":"32ba29449b904b17844899704b2cb1d6","tweetId":"666563207","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/378a8d03387702307137024080/ooFMtyTt7hUA.mp4","poster":"https://static.tigerbbs.com/78008dcc98939da9587ddfcac55ce317"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666472503,"gmtCreate":1665974431502,"gmtModify":1665974432825,"author":{"id":"3576921444396208","authorId":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576921444396208","authorIdStr":"3576921444396208"},"themes":[],"htmlText":"好好琢磨着","listText":"好好琢磨着","text":"好好琢磨着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666472503","repostId":"666930565","repostType":1,"repost":{"id":666930565,"gmtCreate":1665367288358,"gmtModify":1665370373443,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"三合智能","avatar":"https://static.tigerbbs.com/6bf943e0600579c52b9b6c967fe103b7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101854786458470","authorIdStr":"4101854786458470"},"themes":[],"title":"美联储再次加息落地,美股投资价值几何?","htmlText":"美联储再次加息,全球无风险利率将继续抬升,国内疫情零星反弹,经济恢复可能继续放缓,宏观政策进一步操作的空间不大,预计市场或将延续震荡行情。下半年货币政策继续维持宽松的基调,信心在当前阶段十分重要,更重要的是让投资者恢复对后市经济的信心,随着利好政策推行和疫情放缓,接下来有望迎来各种政策方面的释放期。 我国消费需求仍需要一段时间进行修复和巩固,目前我国仍可以维持稳定通胀区间。社会各界对于经济政策重心、防疫、房地产政策调整等情况十分关注,下半年国内的消费限制和旅行限制会大幅下降,对经济有信心能够得到恢复,经济也会进入全面重启的阶段。震荡行情中可以适当增加价值股风格配置,均衡组合收益。 面对欧美央行推进鹰派加息遏制高通胀情况,市场将如何表现?作为投资者,认为美股投资价值几何?大伙对此有何应对策略? 【活动参与方式】 1. 关注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a> 老虎号; 2. 在本帖评论区分享您的观点,留言转发并添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 欢迎虎友们踊跃发言,也可@你的好友前来互动哦~[微笑] [微笑] [微笑] <a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> ","listText":"美联储再次加息,全球无风险利率将继续抬升,国内疫情零星反弹,经济恢复可能继续放缓,宏观政策进一步操作的空间不大,预计市场或将延续震荡行情。下半年货币政策继续维持宽松的基调,信心在当前阶段十分重要,更重要的是让投资者恢复对后市经济的信心,随着利好政策推行和疫情放缓,接下来有望迎来各种政策方面的释放期。 我国消费需求仍需要一段时间进行修复和巩固,目前我国仍可以维持稳定通胀区间。社会各界对于经济政策重心、防疫、房地产政策调整等情况十分关注,下半年国内的消费限制和旅行限制会大幅下降,对经济有信心能够得到恢复,经济也会进入全面重启的阶段。震荡行情中可以适当增加价值股风格配置,均衡组合收益。 面对欧美央行推进鹰派加息遏制高通胀情况,市场将如何表现?作为投资者,认为美股投资价值几何?大伙对此有何应对策略? 【活动参与方式】 1. 关注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a> 老虎号; 2. 在本帖评论区分享您的观点,留言转发并添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 欢迎虎友们踊跃发言,也可@你的好友前来互动哦~[微笑] [微笑] [微笑] <a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> ","text":"美联储再次加息,全球无风险利率将继续抬升,国内疫情零星反弹,经济恢复可能继续放缓,宏观政策进一步操作的空间不大,预计市场或将延续震荡行情。下半年货币政策继续维持宽松的基调,信心在当前阶段十分重要,更重要的是让投资者恢复对后市经济的信心,随着利好政策推行和疫情放缓,接下来有望迎来各种政策方面的释放期。 我国消费需求仍需要一段时间进行修复和巩固,目前我国仍可以维持稳定通胀区间。社会各界对于经济政策重心、防疫、房地产政策调整等情况十分关注,下半年国内的消费限制和旅行限制会大幅下降,对经济有信心能够得到恢复,经济也会进入全面重启的阶段。震荡行情中可以适当增加价值股风格配置,均衡组合收益。 面对欧美央行推进鹰派加息遏制高通胀情况,市场将如何表现?作为投资者,认为美股投资价值几何?大伙对此有何应对策略? 【活动参与方式】 1. 关注@海银控股 老虎号; 2. 在本帖评论区分享您的观点,留言转发并添加股票$海银控股(HYW)$ 欢迎虎友们踊跃发言,也可@你的好友前来互动哦~[微笑] [微笑] [微笑] @陈达美股投资 @不二说价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666930565","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666472120,"gmtCreate":1665974213861,"gmtModify":1665974215014,"author":{"id":"3576921444396208","authorId":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576921444396208","authorIdStr":"3576921444396208"},"themes":[],"htmlText":"准备下手","listText":"准备下手","text":"准备下手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666472120","repostId":"666307450","repostType":1,"repost":{"id":666307450,"gmtCreate":1665402348171,"gmtModify":1665402638414,"author":{"id":"3557456737378186","authorId":"3557456737378186","name":"梅姨求索记","avatar":"https://static.tigerbbs.com/bed4d22bba1c68ddec68b8763471a172","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557456737378186","authorIdStr":"3557456737378186"},"themes":[],"title":"刺激了!现在到底多便宜了?","htmlText":"哇哦,没想到节后第一天就这么刺激,大盘直接跌破了3000点!再看看昨天你们的投票,50%看跌,看来都是久经沙场的老韭菜了,已经会给大A把脉了……跌的这么猛,大家都知道现在应该算便宜了吧?毕竟已经3000点以下了,应该没人会说贵了吧?但是,这一跌之后,到底有多便宜了呢?梅姨拉了几个主要指数的点位和估值,我们和4月底比较一下。今天上证指数收盘2974.15点,4月底的时候最低到过2863.65点,按市盈率来算,还有3.5%的下跌空间;值得一提的是,今天沪深300盘中最低到了3715.71点,收于3720.94点,均比4月底最低3757.09点还要低,再创历史新低!今天沪深300市盈率也来到了11倍,比4月底时居然还要便宜2.2%。所以,梅姨今天又加了点沪深300,底部区域安全边际够大,怎么买都安心。当然了,如果不跟4月底比,跟历史最低点比呢?梅姨在《<a href=\"https://www.laohu8.com/post/661021233\" target=\"_blank\">你知道,还有多少下跌空间吗?</a>》中也说过,沪深300历史最低点发生在2014年,当时市盈率是8.03倍,那距离这个历史大底就还有27%的下跌空间。但那可是8年前了……中证500目前市盈率20.2,处于历史9.36%的历史分位,也是低估,但比4月底还是贵了一些。再来看代表A股整体的中证全指,9月19日写《<a href=\"https://www.laohu8.com/post/661021233\" target=\"_blank\">你知道,还有多少下跌空间吗?</a>》时,中证全指当时距离4月底还有10%的下跌空间。今天这一跌,就只有5%的下跌空间了。距离前低又近了一步~总之吧,你看,上证指数、沪深300、创业板指、中证全指,距离4月底基本都在5%以内了,尤其沪深300比4月底都低了。而且今天中证全指的日","listText":"哇哦,没想到节后第一天就这么刺激,大盘直接跌破了3000点!再看看昨天你们的投票,50%看跌,看来都是久经沙场的老韭菜了,已经会给大A把脉了……跌的这么猛,大家都知道现在应该算便宜了吧?毕竟已经3000点以下了,应该没人会说贵了吧?但是,这一跌之后,到底有多便宜了呢?梅姨拉了几个主要指数的点位和估值,我们和4月底比较一下。今天上证指数收盘2974.15点,4月底的时候最低到过2863.65点,按市盈率来算,还有3.5%的下跌空间;值得一提的是,今天沪深300盘中最低到了3715.71点,收于3720.94点,均比4月底最低3757.09点还要低,再创历史新低!今天沪深300市盈率也来到了11倍,比4月底时居然还要便宜2.2%。所以,梅姨今天又加了点沪深300,底部区域安全边际够大,怎么买都安心。当然了,如果不跟4月底比,跟历史最低点比呢?梅姨在《<a href=\"https://www.laohu8.com/post/661021233\" target=\"_blank\">你知道,还有多少下跌空间吗?</a>》中也说过,沪深300历史最低点发生在2014年,当时市盈率是8.03倍,那距离这个历史大底就还有27%的下跌空间。但那可是8年前了……中证500目前市盈率20.2,处于历史9.36%的历史分位,也是低估,但比4月底还是贵了一些。再来看代表A股整体的中证全指,9月19日写《<a href=\"https://www.laohu8.com/post/661021233\" target=\"_blank\">你知道,还有多少下跌空间吗?</a>》时,中证全指当时距离4月底还有10%的下跌空间。今天这一跌,就只有5%的下跌空间了。距离前低又近了一步~总之吧,你看,上证指数、沪深300、创业板指、中证全指,距离4月底基本都在5%以内了,尤其沪深300比4月底都低了。而且今天中证全指的日","text":"哇哦,没想到节后第一天就这么刺激,大盘直接跌破了3000点!再看看昨天你们的投票,50%看跌,看来都是久经沙场的老韭菜了,已经会给大A把脉了……跌的这么猛,大家都知道现在应该算便宜了吧?毕竟已经3000点以下了,应该没人会说贵了吧?但是,这一跌之后,到底有多便宜了呢?梅姨拉了几个主要指数的点位和估值,我们和4月底比较一下。今天上证指数收盘2974.15点,4月底的时候最低到过2863.65点,按市盈率来算,还有3.5%的下跌空间;值得一提的是,今天沪深300盘中最低到了3715.71点,收于3720.94点,均比4月底最低3757.09点还要低,再创历史新低!今天沪深300市盈率也来到了11倍,比4月底时居然还要便宜2.2%。所以,梅姨今天又加了点沪深300,底部区域安全边际够大,怎么买都安心。当然了,如果不跟4月底比,跟历史最低点比呢?梅姨在《你知道,还有多少下跌空间吗?》中也说过,沪深300历史最低点发生在2014年,当时市盈率是8.03倍,那距离这个历史大底就还有27%的下跌空间。但那可是8年前了……中证500目前市盈率20.2,处于历史9.36%的历史分位,也是低估,但比4月底还是贵了一些。再来看代表A股整体的中证全指,9月19日写《你知道,还有多少下跌空间吗?》时,中证全指当时距离4月底还有10%的下跌空间。今天这一跌,就只有5%的下跌空间了。距离前低又近了一步~总之吧,你看,上证指数、沪深300、创业板指、中证全指,距离4月底基本都在5%以内了,尤其沪深300比4月底都低了。而且今天中证全指的日","images":[{"img":"https://static.tigerbbs.com/3c5a8f4966dc121ca3e4e6c5b62458f3","width":"632","height":"636"},{"img":"https://static.tigerbbs.com/8af4a282d5b38ae424b5f723cef5c0f8","width":"632","height":"195"},{"img":"https://static.tigerbbs.com/375b4de7ca1b0d6808c933c6857110f3","width":"632","height":"241"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666307450","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666524390,"gmtCreate":1665749109110,"gmtModify":1665749110228,"author":{"id":"3576921444396208","authorId":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576921444396208","authorIdStr":"3576921444396208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSRMR\">$GSR II Meteora Acquisition Corp(GSRMR)$</a>注意","listText":"<a href=\"https://laohu8.com/S/GSRMR\">$GSR II Meteora Acquisition Corp(GSRMR)$</a>注意","text":"$GSR II Meteora Acquisition Corp(GSRMR)$注意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666524390","isVote":1,"tweetType":1,"viewCount":1473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666927824,"gmtCreate":1665383307369,"gmtModify":1665383310358,"author":{"id":"3576921444396208","authorId":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576921444396208","authorIdStr":"3576921444396208"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666927824","repostId":"668771946","repostType":1,"repost":{"id":668771946,"gmtCreate":1665218077686,"gmtModify":1665218153172,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"马斯克称将亲自殖民火星,朋友建议他生500个娃","htmlText":"\n \n \n 据凤凰网科技消息, 马斯克近期接受外媒的专访,谈到了许多话题。对于殖民火星,马斯克称,“你必须问这样一个问题:我们想不想成为一个在太空中飞行的文明,一个多星球的物种?问题是我们应该在这一努力中投入多大比例的资源?我认为,如果你说 1%,这可能是一个合理的数字。”马斯克本人是否会打头阵加入殖民火星的群体呢?“尤其是如果我变老了,我会这样做。为什么不呢?”他说。[眼眼]<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 当被问及是否还有其他私生子时,他嘲笑道:“我很确定没有其他孩子即将出生”。他还驳斥了关于他购买了一家生育诊所以支持他生育孩子的荒唐传言。他说,一些朋友确实建议他应该有 500 个孩子,但那可能会“有点奇怪”。马斯克今年 51,他称自己已进入“垂暮之年”。他说,他可能会再要几个孩子,但前提是他能成为他们的好父亲。\n \n","listText":"据凤凰网科技消息, 马斯克近期接受外媒的专访,谈到了许多话题。对于殖民火星,马斯克称,“你必须问这样一个问题:我们想不想成为一个在太空中飞行的文明,一个多星球的物种?问题是我们应该在这一努力中投入多大比例的资源?我认为,如果你说 1%,这可能是一个合理的数字。”马斯克本人是否会打头阵加入殖民火星的群体呢?“尤其是如果我变老了,我会这样做。为什么不呢?”他说。[眼眼]<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 当被问及是否还有其他私生子时,他嘲笑道:“我很确定没有其他孩子即将出生”。他还驳斥了关于他购买了一家生育诊所以支持他生育孩子的荒唐传言。他说,一些朋友确实建议他应该有 500 个孩子,但那可能会“有点奇怪”。马斯克今年 51,他称自己已进入“垂暮之年”。他说,他可能会再要几个孩子,但前提是他能成为他们的好父亲。","text":"据凤凰网科技消息, 马斯克近期接受外媒的专访,谈到了许多话题。对于殖民火星,马斯克称,“你必须问这样一个问题:我们想不想成为一个在太空中飞行的文明,一个多星球的物种?问题是我们应该在这一努力中投入多大比例的资源?我认为,如果你说 1%,这可能是一个合理的数字。”马斯克本人是否会打头阵加入殖民火星的群体呢?“尤其是如果我变老了,我会这样做。为什么不呢?”他说。[眼眼]$特斯拉(TSLA)$ 当被问及是否还有其他私生子时,他嘲笑道:“我很确定没有其他孩子即将出生”。他还驳斥了关于他购买了一家生育诊所以支持他生育孩子的荒唐传言。他说,一些朋友确实建议他应该有 500 个孩子,但那可能会“有点奇怪”。马斯克今年 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target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 的相关精选文章受到点启发,也小小的研究了下他们的策略:随着复工复产推进以及稳经济一揽子政策落地,从恢复程度看,服务业>建筑业>制造业。在中概股受压制的时期,我们会看到前所未有的不确定性,也隐藏着前所未见的巨大机遇。区块链、医疗健康、金融是中国资本2021年最关注的赛道,今年不管从政策角度还是市场行情来看,这三个板块依旧是顶流。小摩、桥水、富达国际等等,这么多著名机构同事全面看多做多中概股,背后逻辑正是看到了中概股的压制因素正在消除。如果只是一家机构增持,可能代表不了什么,但是国内外著名机构都在加仓,很有可能意味着,中概股反转的行情随时到来。二季度摩根大通的旗舰中国基金新进建仓了阿里巴巴和药明生物;一季度,高瓴资本新建仓富途证券;一季度,贝莱德重点加仓了理想汽车和蔚来两大造车新势力。在中概股持续承压期间,这趟“列车”你赶上了吗?大伙不妨分析下接下来的市场走势,现在上车还来得及不?你认为这趟“列车”是否值得赶?如果你还没想好,建议关注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a> 相关精选内容:《关注二季度经济数据|一周投研观点》https://www.laohu8.com/post/688044926《一周市场观察 | 2022下半年宏观经济:修复趋势不变》https://www.laohu8.com/post/681863071欢迎大伙前来参与互动讨论,小弟不胜欣喜~[微笑] ","listText":"与过去一年受政策压制相比,现在监管对各行各业明显态度发生了转变,宏观政策或更加重视“稳经济”。近期看到<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 的相关精选文章受到点启发,也小小的研究了下他们的策略:随着复工复产推进以及稳经济一揽子政策落地,从恢复程度看,服务业>建筑业>制造业。在中概股受压制的时期,我们会看到前所未有的不确定性,也隐藏着前所未见的巨大机遇。区块链、医疗健康、金融是中国资本2021年最关注的赛道,今年不管从政策角度还是市场行情来看,这三个板块依旧是顶流。小摩、桥水、富达国际等等,这么多著名机构同事全面看多做多中概股,背后逻辑正是看到了中概股的压制因素正在消除。如果只是一家机构增持,可能代表不了什么,但是国内外著名机构都在加仓,很有可能意味着,中概股反转的行情随时到来。二季度摩根大通的旗舰中国基金新进建仓了阿里巴巴和药明生物;一季度,高瓴资本新建仓富途证券;一季度,贝莱德重点加仓了理想汽车和蔚来两大造车新势力。在中概股持续承压期间,这趟“列车”你赶上了吗?大伙不妨分析下接下来的市场走势,现在上车还来得及不?你认为这趟“列车”是否值得赶?如果你还没想好,建议关注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a> 相关精选内容:《关注二季度经济数据|一周投研观点》https://www.laohu8.com/post/688044926《一周市场观察 | 2022下半年宏观经济:修复趋势不变》https://www.laohu8.com/post/681863071欢迎大伙前来参与互动讨论,小弟不胜欣喜~[微笑] ","text":"与过去一年受政策压制相比,现在监管对各行各业明显态度发生了转变,宏观政策或更加重视“稳经济”。近期看到$海银控股(HYW)$ 的相关精选文章受到点启发,也小小的研究了下他们的策略:随着复工复产推进以及稳经济一揽子政策落地,从恢复程度看,服务业>建筑业>制造业。在中概股受压制的时期,我们会看到前所未有的不确定性,也隐藏着前所未见的巨大机遇。区块链、医疗健康、金融是中国资本2021年最关注的赛道,今年不管从政策角度还是市场行情来看,这三个板块依旧是顶流。小摩、桥水、富达国际等等,这么多著名机构同事全面看多做多中概股,背后逻辑正是看到了中概股的压制因素正在消除。如果只是一家机构增持,可能代表不了什么,但是国内外著名机构都在加仓,很有可能意味着,中概股反转的行情随时到来。二季度摩根大通的旗舰中国基金新进建仓了阿里巴巴和药明生物;一季度,高瓴资本新建仓富途证券;一季度,贝莱德重点加仓了理想汽车和蔚来两大造车新势力。在中概股持续承压期间,这趟“列车”你赶上了吗?大伙不妨分析下接下来的市场走势,现在上车还来得及不?你认为这趟“列车”是否值得赶?如果你还没想好,建议关注@海银控股 相关精选内容:《关注二季度经济数据|一周投研观点》https://www.laohu8.com/post/688044926《一周市场观察 | 2022下半年宏观经济:修复趋势不变》https://www.laohu8.com/post/681863071欢迎大伙前来参与互动讨论,小弟不胜欣喜~[微笑]","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686317841","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618169576,"gmtCreate":1650930460997,"gmtModify":1650930460997,"author":{"id":"3576921444396208","authorId":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576921444396208","authorIdStr":"3576921444396208"},"themes":[],"htmlText":"开卷有益","listText":"开卷有益","text":"开卷有益","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618169576","repostId":"2230919124","repostType":2,"repost":{"id":"2230919124","pubTimestamp":1650922335,"share":"https://www.laohu8.com/m/news/2230919124?lang=&edition=full","pubTime":"2022-04-26 05:32","market":"hk","language":"zh","title":"外媒头条 | 推特接受马斯克440亿美元收购提议","url":"https://stock-news.laohu8.com/highlight/detail?id=2230919124","media":"市场资讯","summary":" 摩根士丹利策略师Michael J. Wilson警告称,由于投资者对经济衰退和美联储大幅收紧货币政策感到担忧之际难以找到避风港,标普500指数即将大幅下挫。 推特发布公告称,马斯克将以每股54.20美元的现金价格收购该公司,交易价值约为440亿美元。 推特表示,马斯克已经获得了255亿美元的全额承诺融资;马斯克收购提案对持有人来说是最好的选择。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</b></p><blockquote><b>1、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>:标普500指数将大幅下挫 面临跌入熊市风险</b></blockquote><blockquote><b>2、推特接受马斯克440亿美元收购提议 交易预计于2022年完成</b></blockquote><blockquote><b>3、标准银行:英国衰退几率至少五五开 英镑可能还得继续下跌</b></blockquote><blockquote><b>4、行长Macklem:加拿大央行将考虑再加息50个基点</b></blockquote><blockquote><b>5、巴菲特慈善午餐6月12日开拍 今年将是最后一届</b></blockquote><blockquote><b>6、Meta第一家“元宇宙”实体店下月开业 销售VR相关产品</b></blockquote><p><img src=\"https://static.tigerbbs.com/6fedcfb8c0ad6883d73d124afb19908b\" tg-width=\"474\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p><b><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>:标普500指数将大幅下挫 面临跌入熊市风险</b></p><p>摩根士丹利策略师Michael J. Wilson警告称,由于投资者对经济衰退和美联储大幅收紧货币政策感到担忧之际难以找到避风港,标普500指数即将大幅下挫。</p><p>“鉴于防御性股票现在价格昂贵,几乎没有绝对的上涨空间,标普500指数似乎已经准备好加入熊市阵营,” 摩根士丹利策略师在周一的报告中说。“到现在,市场早已经过了投资者的精挑细选,不清楚下一次轮动在出现在哪里。根据我们的经验,当这种情况发生时,通常意味着整体指数将大幅下跌,几乎所有股票都会一道走低。”</p><p>由于投资者对货币政策快速收紧及其对经济增长的影响感到担忧,并逃离风险资产,标普500指数指数已连续三周下跌,上周五跌至3月中旬以来的最低水平。美联储主席杰罗姆·鲍威尔为遏制通胀而支持采取激进政策行动,促使交易员预计美联储未来四次会议上将每次都加息50个基点。</p><p><img src=\"https://static.tigerbbs.com/c5b5de7717b898657efaeb8615efdd2c\" tg-width=\"550\" tg-height=\"317\" referrerpolicy=\"no-referrer\"/></p><p><b>推特接受马斯克440亿美元收购提议 交易预计于2022年完成</b></p><p>推特周一宣布,该公司董事会已接受亿万富翁埃隆-马斯克(Elon Musk)收购这家社交媒体公司并将其私有化的提议。</p><p>推特发布公告称,马斯克将以每股54.20美元的现金价格收购该公司,交易价值约为440亿美元。公告称,投资者每股将获得54.20美元,这个价格比该股4月1日收盘价高出38%,即马斯克披露推特持股前的最后一个交易日。</p><p>公告称,该交易已获得推特董事会的一致批准,预计将于2022年完成,但须经推特股东批准、收到适用的监管批准并满足其他惯例成交条件。交易完成后,推特将成为一家私人控股公司。</p><p>推特表示,马斯克已经获得了255亿美元的全额承诺融资;马斯克收购提案对持有人来说是最好的选择。</p><p>每股54.20美元价格也是马斯克最初给出的报价,他当时称之为“最好的也是最终的”报价。</p><p><img src=\"https://static.tigerbbs.com/f672b29cf90ce41a2712919b395c27a7\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p><b>标准银行:英国衰退几率至少五五开 英镑可能还得继续下跌</b></p><p>标准银行称,英镑汇率可能跌至新冠疫情初期的水平,因为英国至少有50%的经济衰退可能性。</p><p>“经济衰退的乌云现在开始笼罩着许多发达国家,但在我们看来,英国的风险比多数国家更大,”外汇策略师Steven Barrow在客户报告中写道。英镑周一下跌1%至1.27美元附近,Barrow预计未来几个月将跌至1.20-1.25美元区间。</p><p>此前,国际货币基金组织警告称英国的通胀冲击可能是“两个世界中最糟的”,因为它既面临美国那样的劳动力市场紧张,也面临欧洲一样的能源危机。英镑已经承压,因为从采购经理指数(PMI)到消费者信心指数在内的一系列数据都说明经济复苏步履蹒跚。</p><p>在Barrow看来,英国脱欧使得英国特别容易受到全球通胀的冲击。糟糕的贸易表现似乎在英国具有“更大的持久性”,而来自欧盟国家的劳动力供应下降正在加剧工资压力。</p><p><img src=\"https://static.tigerbbs.com/4dd4223ecef50ade29c52f996b59b2b8\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>行长Macklem:加拿大央行将考虑再加息50个基点</b></p><p>加拿大央行行长Tiff Macklem周一在国会听证会上表示,央行将考虑再次大幅加息,以努力遏制通胀。</p><p>当被问及如果他知道通胀会这么高,他是否会更早加息,Macklem说:“我们有很多事情是对的,我们有一些错了,我们正在作出反应。你已经看到,几周前,我们采取了不同寻常的措施,将政策利率提高50个基点,至1%”。</p><p>“我们已经非常明确地表示,加拿大人应该做好利率进一步上升的心理准备;展望未来的决定,我预计我们将考虑再次采取50个基点的步伐”。</p><p><img src=\"https://static.tigerbbs.com/55809137678a8a39d44ec7bc84f3551e\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>巴菲特慈善午餐6月12日开拍 今年将是最后一届</b></p><p>“股神”沃伦-巴菲特(Warren Buffett)计划举办其第21届也是最后一次慈善午餐拍卖活动,为旧金山慈善机构格莱德(Glide)基金会筹集资金。</p><p>格莱德基金会周一表示,拍卖将于6月12日在<a href=\"https://laohu8.com/S/EBAY\">eBay</a>上开始,并将于6月17日结束。拍卖中标者和多达七位客人将在曼哈顿的Smith & Wollensky牛排馆与巴菲特共进午餐。</p><p>现年91岁的巴菲特通过于2000年开始的午餐拍卖活动为格莱德基金会筹集了超过3420万美元。</p><p>往年的拍卖中标者包括波场TRON创始人孙宇晨,他在2019年支付了创纪录的457万美元。</p><p>2020年和2021年的拍卖活动因新冠疫情而取消。目前尚不清楚为什么今年是最后一次。</p><p><img src=\"https://static.tigerbbs.com/4e4a4f1e27eb4a1c560cbc1cc0a65dd7\" tg-width=\"550\" tg-height=\"306\" referrerpolicy=\"no-referrer\"/></p><p><b>Meta第一家“元宇宙”实体店下月开业 销售VR相关产品</b></p><p>Facebook母公司Meta今日宣布,其第一家“元宇宙”实体店将于下月开业,消费者可以在那里试用和购买虚拟现实(VR)头显和其他设备。</p><p>该“元宇宙”零售店位于加州伯灵格姆园区(Burlingame),占地1550平方英尺(约合144平方米),将于5月9日开业。届时,零售店内会展示其Quest 2 VR头显、视频通话设备Portal,以及Ray-Ban增强现实(AR)眼镜。</p><p>除了Ray-Ban<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>眼镜,其他设备都可以在店内购买。Meta还表示,这些产品还可以通过meta.com在线购买。</p><p>当前,Meta正在大力投资“元宇宙”业务,为能够接入“元宇宙”的硬件设备添加新功能。所谓的“元宇宙”,就是一个人们可以在其中互动、工作和娱乐的虚拟空间。</p></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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外媒头条 | 推特接受马斯克440亿美元收购提议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-26 05:32 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2022-04-26/doc-imcwiwst4021618.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、摩根士丹利:标普500指数将大幅下挫 面临跌入熊市风险2、推特接受马斯克440亿美元收购提议 交易预计于2022年完成3、标准银行:英国衰退几率至少五五开 英镑可能还得继续下跌4、行长Macklem:加拿大央行将考虑再加息50个基点5、巴菲特慈善午餐6月12日开拍 今年将是最后一届6、Meta第一家“元宇宙”实体店下月开业 销售VR相关产品...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-04-26/doc-imcwiwst4021618.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5b5de7717b898657efaeb8615efdd2c","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-04-26/doc-imcwiwst4021618.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2230919124","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、摩根士丹利:标普500指数将大幅下挫 面临跌入熊市风险2、推特接受马斯克440亿美元收购提议 交易预计于2022年完成3、标准银行:英国衰退几率至少五五开 英镑可能还得继续下跌4、行长Macklem:加拿大央行将考虑再加息50个基点5、巴菲特慈善午餐6月12日开拍 今年将是最后一届6、Meta第一家“元宇宙”实体店下月开业 销售VR相关产品摩根士丹利:标普500指数将大幅下挫 面临跌入熊市风险摩根士丹利策略师Michael J. Wilson警告称,由于投资者对经济衰退和美联储大幅收紧货币政策感到担忧之际难以找到避风港,标普500指数即将大幅下挫。“鉴于防御性股票现在价格昂贵,几乎没有绝对的上涨空间,标普500指数似乎已经准备好加入熊市阵营,” 摩根士丹利策略师在周一的报告中说。“到现在,市场早已经过了投资者的精挑细选,不清楚下一次轮动在出现在哪里。根据我们的经验,当这种情况发生时,通常意味着整体指数将大幅下跌,几乎所有股票都会一道走低。”由于投资者对货币政策快速收紧及其对经济增长的影响感到担忧,并逃离风险资产,标普500指数指数已连续三周下跌,上周五跌至3月中旬以来的最低水平。美联储主席杰罗姆·鲍威尔为遏制通胀而支持采取激进政策行动,促使交易员预计美联储未来四次会议上将每次都加息50个基点。推特接受马斯克440亿美元收购提议 交易预计于2022年完成推特周一宣布,该公司董事会已接受亿万富翁埃隆-马斯克(Elon Musk)收购这家社交媒体公司并将其私有化的提议。推特发布公告称,马斯克将以每股54.20美元的现金价格收购该公司,交易价值约为440亿美元。公告称,投资者每股将获得54.20美元,这个价格比该股4月1日收盘价高出38%,即马斯克披露推特持股前的最后一个交易日。公告称,该交易已获得推特董事会的一致批准,预计将于2022年完成,但须经推特股东批准、收到适用的监管批准并满足其他惯例成交条件。交易完成后,推特将成为一家私人控股公司。推特表示,马斯克已经获得了255亿美元的全额承诺融资;马斯克收购提案对持有人来说是最好的选择。每股54.20美元价格也是马斯克最初给出的报价,他当时称之为“最好的也是最终的”报价。标准银行:英国衰退几率至少五五开 英镑可能还得继续下跌标准银行称,英镑汇率可能跌至新冠疫情初期的水平,因为英国至少有50%的经济衰退可能性。“经济衰退的乌云现在开始笼罩着许多发达国家,但在我们看来,英国的风险比多数国家更大,”外汇策略师Steven Barrow在客户报告中写道。英镑周一下跌1%至1.27美元附近,Barrow预计未来几个月将跌至1.20-1.25美元区间。此前,国际货币基金组织警告称英国的通胀冲击可能是“两个世界中最糟的”,因为它既面临美国那样的劳动力市场紧张,也面临欧洲一样的能源危机。英镑已经承压,因为从采购经理指数(PMI)到消费者信心指数在内的一系列数据都说明经济复苏步履蹒跚。在Barrow看来,英国脱欧使得英国特别容易受到全球通胀的冲击。糟糕的贸易表现似乎在英国具有“更大的持久性”,而来自欧盟国家的劳动力供应下降正在加剧工资压力。行长Macklem:加拿大央行将考虑再加息50个基点加拿大央行行长Tiff Macklem周一在国会听证会上表示,央行将考虑再次大幅加息,以努力遏制通胀。当被问及如果他知道通胀会这么高,他是否会更早加息,Macklem说:“我们有很多事情是对的,我们有一些错了,我们正在作出反应。你已经看到,几周前,我们采取了不同寻常的措施,将政策利率提高50个基点,至1%”。“我们已经非常明确地表示,加拿大人应该做好利率进一步上升的心理准备;展望未来的决定,我预计我们将考虑再次采取50个基点的步伐”。巴菲特慈善午餐6月12日开拍 今年将是最后一届“股神”沃伦-巴菲特(Warren Buffett)计划举办其第21届也是最后一次慈善午餐拍卖活动,为旧金山慈善机构格莱德(Glide)基金会筹集资金。格莱德基金会周一表示,拍卖将于6月12日在eBay上开始,并将于6月17日结束。拍卖中标者和多达七位客人将在曼哈顿的Smith & Wollensky牛排馆与巴菲特共进午餐。现年91岁的巴菲特通过于2000年开始的午餐拍卖活动为格莱德基金会筹集了超过3420万美元。往年的拍卖中标者包括波场TRON创始人孙宇晨,他在2019年支付了创纪录的457万美元。2020年和2021年的拍卖活动因新冠疫情而取消。目前尚不清楚为什么今年是最后一次。Meta第一家“元宇宙”实体店下月开业 销售VR相关产品Facebook母公司Meta今日宣布,其第一家“元宇宙”实体店将于下月开业,消费者可以在那里试用和购买虚拟现实(VR)头显和其他设备。该“元宇宙”零售店位于加州伯灵格姆园区(Burlingame),占地1550平方英尺(约合144平方米),将于5月9日开业。届时,零售店内会展示其Quest 2 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