SiewHoon的个人主页 - 老虎社区

SiewHoon

SiewHoon

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0勋章

2021-12-15

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-12-14

Great ariticle, would you like to share it?

@MikeLiu888:2021投资大复盘之年终感悟——从年盈利5倍到亏损只需要一年

2021-12-13

Like & comment pls

抱歉，原内容已删除

2021-11-30

😁

@漫投资:Airbnb到底是疫情受益股还是复苏股🏠🚀

2021-11-25

Look

@深海芒果猫:为什么Sea近期跌跌不休

2021-11-16

$Costco(COST)$slow and steady uptrend.

2021-11-14

$Sea Ltd(SE)$this stock suitable to do options.

2021-11-10

$Alibaba(BABA)$still dropping

2021-11-08

$Digital Turbine(APPS)$start rebound?

2021-11-06

$Applied Materials(AMAT)$nice

2021-11-06

$Meta Platforms, Inc.(FB)$going up

2021-11-05

$CrowdStrike Holdings, Inc.(CRWD)$nice

2021-11-04

$Dynatrace Holdings LLC(DT)$keep going

2021-11-04

$Adobe(ADBE)$what is your thought?

2021-11-02

$Tesla Motors(TSLA)$🤑🤑🤑

2021-10-31

$SEA LTD(SE)$power SE

2021-10-31

$Adobe(ADBE)$💪

2021-10-30

$Microsoft(MSFT)$wow

2021-10-29

$Sea Ltd(SE)$enough drop. Time to bull

2021-10-28

$Microsoft(MSFT)$nice

去老虎APP查看更多动态

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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604798148","repostId":"604620721","repostType":1,"repost":{"id":604620721,"gmtCreate":1639389188174,"gmtModify":1639470890559,"author":{"id":"3518534409433616","authorId":"3518534409433616","name":"MikeLiu888","avatar":"https://static.tigerbbs.com/baa88fee4ede32f5276ef7385c3dcaf1","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3518534409433616","authorIdStr":"3518534409433616"},"themes":[],"title":"2021投资大复盘之年终感悟——从年盈利5倍到亏损只需要一年","htmlText":"今年的不幸应该是继续了上一年的投资风格，或许从做这个决定开始就已经注定了今年的悲剧。我不知道之前有没有讲过，也许是有的，老虎的季度总结呀年终总结呀，都已经写过几次了，所以应该是有提到过。我主要是做港美股的打新为主的，我觉得这个写出来的话也没有什么好丢人的，毕竟对于在二级市场投资来讲的话，打新已经是一个胜率很高的事，如果这个都玩不转，那证明其它的话，那就更难玩得转了，所以亏钱的手艺，有一门就够了，没有必要去学更多的了。这一次的复盘给了几个主题“心得感悟”、“做了什么神操作？得到什么启发？”、“哪次失败的投资令你痛彻心扉，总结出哪些教训？”、展望2022年，你又希望收获什么？”。说真的，当我看到这几个主题的时候，那一个我都想好好说一下，但是一想到总个2021年，真的是亏到痛彻心扉的时候，话都到嘴边了手在键盘却敲不下去。那种真的是心痛的感受，而且是很痛的那种。先简单说一下心得感悟吧，我觉得造成今年的亏损完全就是上一年的打新收益太顺了，所以才会造成今年的亏损，如果不是盲目自信的话，稳打稳扎一点或者见势不好的时候早点收手，今年也许就不会亏成这今这个样子的，现在就像杀红了眼的赌徒一样，还继续赌它气氛回暖，如果不赌今年就彻底亏损出局了，如果继续赌的话，今年还有回本的可能。但是话又说回来了，我们这好像有一句彦语“输钱皆因赢钱起”，我也不确定是不是我们这的，但不可否认真的是真理。其实总结来说的话，就是一句俗不可奈的话“永远要对资本市场保持一颗敬畏的心”。正如标题所示，上一年在资金量不大的情况下，在以小博大的情况在港股打新这个市场下成功实现了盈利5倍的伟大壮举，但是从今年开始继续延续上一年的打新策略之后，到今天统计的时候总体亏损了差不多有10万之巨，现在说出来心都还是痛的，这已经够痛彻心扉了。作为全职的投资者，这种年投资回报是很让人绝望的，现在只能真的如新闻所说的那样，明年就都恢复了，把所有的","listText":"今年的不幸应该是继续了上一年的投资风格，或许从做这个决定开始就已经注定了今年的悲剧。我不知道之前有没有讲过，也许是有的，老虎的季度总结呀年终总结呀，都已经写过几次了，所以应该是有提到过。我主要是做港美股的打新为主的，我觉得这个写出来的话也没有什么好丢人的，毕竟对于在二级市场投资来讲的话，打新已经是一个胜率很高的事，如果这个都玩不转，那证明其它的话，那就更难玩得转了，所以亏钱的手艺，有一门就够了，没有必要去学更多的了。这一次的复盘给了几个主题“心得感悟”、“做了什么神操作？得到什么启发？”、“哪次失败的投资令你痛彻心扉，总结出哪些教训？”、展望2022年，你又希望收获什么？”。说真的，当我看到这几个主题的时候，那一个我都想好好说一下，但是一想到总个2021年，真的是亏到痛彻心扉的时候，话都到嘴边了手在键盘却敲不下去。那种真的是心痛的感受，而且是很痛的那种。先简单说一下心得感悟吧，我觉得造成今年的亏损完全就是上一年的打新收益太顺了，所以才会造成今年的亏损，如果不是盲目自信的话，稳打稳扎一点或者见势不好的时候早点收手，今年也许就不会亏成这今这个样子的，现在就像杀红了眼的赌徒一样，还继续赌它气氛回暖，如果不赌今年就彻底亏损出局了，如果继续赌的话，今年还有回本的可能。但是话又说回来了，我们这好像有一句彦语“输钱皆因赢钱起”，我也不确定是不是我们这的，但不可否认真的是真理。其实总结来说的话，就是一句俗不可奈的话“永远要对资本市场保持一颗敬畏的心”。正如标题所示，上一年在资金量不大的情况下，在以小博大的情况在港股打新这个市场下成功实现了盈利5倍的伟大壮举，但是从今年开始继续延续上一年的打新策略之后，到今天统计的时候总体亏损了差不多有10万之巨，现在说出来心都还是痛的，这已经够痛彻心扉了。作为全职的投资者，这种年投资回报是很让人绝望的，现在只能真的如新闻所说的那样，明年就都恢复了，把所有的","text":"今年的不幸应该是继续了上一年的投资风格，或许从做这个决定开始就已经注定了今年的悲剧。我不知道之前有没有讲过，也许是有的，老虎的季度总结呀年终总结呀，都已经写过几次了，所以应该是有提到过。我主要是做港美股的打新为主的，我觉得这个写出来的话也没有什么好丢人的，毕竟对于在二级市场投资来讲的话，打新已经是一个胜率很高的事，如果这个都玩不转，那证明其它的话，那就更难玩得转了，所以亏钱的手艺，有一门就够了，没有必要去学更多的了。这一次的复盘给了几个主题“心得感悟”、“做了什么神操作？得到什么启发？”、“哪次失败的投资令你痛彻心扉，总结出哪些教训？”、展望2022年，你又希望收获什么？”。说真的，当我看到这几个主题的时候，那一个我都想好好说一下，但是一想到总个2021年，真的是亏到痛彻心扉的时候，话都到嘴边了手在键盘却敲不下去。那种真的是心痛的感受，而且是很痛的那种。先简单说一下心得感悟吧，我觉得造成今年的亏损完全就是上一年的打新收益太顺了，所以才会造成今年的亏损，如果不是盲目自信的话，稳打稳扎一点或者见势不好的时候早点收手，今年也许就不会亏成这今这个样子的，现在就像杀红了眼的赌徒一样，还继续赌它气氛回暖，如果不赌今年就彻底亏损出局了，如果继续赌的话，今年还有回本的可能。但是话又说回来了，我们这好像有一句彦语“输钱皆因赢钱起”，我也不确定是不是我们这的，但不可否认真的是真理。其实总结来说的话，就是一句俗不可奈的话“永远要对资本市场保持一颗敬畏的心”。正如标题所示，上一年在资金量不大的情况下，在以小博大的情况在港股打新这个市场下成功实现了盈利5倍的伟大壮举，但是从今年开始继续延续上一年的打新策略之后，到今天统计的时候总体亏损了差不多有10万之巨，现在说出来心都还是痛的，这已经够痛彻心扉了。作为全职的投资者，这种年投资回报是很让人绝望的，现在只能真的如新闻所说的那样，明年就都恢复了，把所有的","images":[{"img":"https://static.tigerbbs.com/39374d5e9909ad47e07dd29a3e398be5","width":"548","height":"300"},{"img":"https://static.tigerbbs.com/f9f1fa7e94f82b86c7f45fe6baed2bde","width":"1430","height":"1985"},{"img":"https://static.tigerbbs.com/33612eb6aa0cbd590ebe8c0ff07c6cfd","width":"569","height":"400"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604620721","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604345049,"gmtCreate":1639355050025,"gmtModify":1639355051536,"author":{"id":"3577834167694497","authorId":"3577834167694497","name":"SiewHoon","avatar":"https://static.tigerbbs.com/6aaaa4df454bde833fdc1f40118f0bbe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577834167694497","authorIdStr":"3577834167694497"},"themes":[],"htmlText":"Like &amp; comment pls","listText":"Like &amp; comment pls","text":"Like & comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604345049","repostId":"1175891189","repostType":4,"isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609988819,"gmtCreate":1638231580731,"gmtModify":1638231583253,"author":{"id":"3577834167694497","authorId":"3577834167694497","name":"SiewHoon","avatar":"https://static.tigerbbs.com/6aaaa4df454bde833fdc1f40118f0bbe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577834167694497","authorIdStr":"3577834167694497"},"themes":[],"htmlText":"😁","listText":"😁","text":"😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/609988819","repostId":"600407307","repostType":1,"repost":{"id":600407307,"gmtCreate":1638182449717,"gmtModify":1638189020535,"author":{"id":"3451627561239325","authorId":"3451627561239325","name":"漫投资","avatar":"https://static.tigerbbs.com/84032dec87e05e119903d285a35661a1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3451627561239325","authorIdStr":"3451627561239325"},"themes":[],"title":"Airbnb到底是疫情受益股还是复苏股🏠🚀","htmlText":"在“黑色星期五”的当天，南非B.1.1.529 Omicron正式官宣后，全球恐慌情绪高涨。但是家里蹲概念股 <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>&nbsp;，<a target=\"_blank\" href=\"https://laohu8.com/S/PTON\">$Peloton Interactive, Inc.(PTON)$</a>&nbsp;，<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>&nbsp;，疫苗股<a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>&nbsp;都疯狂高涨，而疫情复苏股航空，旅游，邮轮则跌成狗，惨不忍睹。但其中一个<a target=\"_blank\" href=\"https://laohu8.com/S/ABNB\">$爱彼迎(ABNB)$</a>&nbsp;属于疫情复苏股，但跌幅只有3.35%，对于其他疫情复苏股动辄5%以上的跌幅，算是独树一帜，颇有一股我和你们不一样的气势。是不是有其他原因呢，我们从财报，商业模式，和Airbnb的机会上分析下这家公司值不值得投资商业模式Airbnb的商业模式可以说非常简单， 就是旅游租房的撮合平台，供给端是要出租的房主将自己的房子放到平台，需求端就是要出行旅游的消费者在平台上租房子。某种程度airbnb和淘宝类似，只要平台上的房子足够多，就能吸引更多的出行者上平台找房子，供需两端就形成良性循环，促进平台越来越大。那如何让这个飞轮持续前进呢，Airbnb的创始人Brian Chesky是设计师出身，对","listText":"在“黑色星期五”的当天，南非B.1.1.529 Omicron正式官宣后，全球恐慌情绪高涨。但是家里蹲概念股 <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>&nbsp;，<a target=\"_blank\" href=\"https://laohu8.com/S/PTON\">$Peloton Interactive, Inc.(PTON)$</a>&nbsp;，<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>&nbsp;，疫苗股<a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>&nbsp;都疯狂高涨，而疫情复苏股航空，旅游，邮轮则跌成狗，惨不忍睹。但其中一个<a target=\"_blank\" href=\"https://laohu8.com/S/ABNB\">$爱彼迎(ABNB)$</a>&nbsp;属于疫情复苏股，但跌幅只有3.35%，对于其他疫情复苏股动辄5%以上的跌幅，算是独树一帜，颇有一股我和你们不一样的气势。是不是有其他原因呢，我们从财报，商业模式，和Airbnb的机会上分析下这家公司值不值得投资商业模式Airbnb的商业模式可以说非常简单， 就是旅游租房的撮合平台，供给端是要出租的房主将自己的房子放到平台，需求端就是要出行旅游的消费者在平台上租房子。某种程度airbnb和淘宝类似，只要平台上的房子足够多，就能吸引更多的出行者上平台找房子，供需两端就形成良性循环，促进平台越来越大。那如何让这个飞轮持续前进呢，Airbnb的创始人Brian Chesky是设计师出身，对","text":"在“黑色星期五”的当天，南非B.1.1.529 Omicron正式官宣后，全球恐慌情绪高涨。但是家里蹲概念股 $Zoom(ZM)$ ，$Peloton Interactive, Inc.(PTON)$ ，$Teladoc Health Inc.(TDOC)$ ，疫苗股$Moderna, Inc.(MRNA)$ 都疯狂高涨，而疫情复苏股航空，旅游，邮轮则跌成狗，惨不忍睹。但其中一个$爱彼迎(ABNB)$ 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Chesky是设计师出身，对","images":[{"img":"https://static.tigerbbs.com/3bf5e0c3c09d0f5990850580e5138b20","width":"1000","height":"562"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600407307","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874576512,"gmtCreate":1637806068038,"gmtModify":1637806068719,"author":{"id":"3577834167694497","authorId":"3577834167694497","name":"SiewHoon","avatar":"https://static.tigerbbs.com/6aaaa4df454bde833fdc1f40118f0bbe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577834167694497","authorIdStr":"3577834167694497"},"themes":[],"htmlText":"Look","listText":"Look","text":"Look","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874576512","repostId":"875751326","repostType":1,"repost":{"id":875751326,"gmtCreate":1637704604676,"gmtModify":1637713342125,"author":{"id":"4091560518296740","authorId":"4091560518296740","name":"深海芒果猫","avatar":"https://static.tigerbbs.com/649fd9570f66fbcda1101a65f43ac35b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091560518296740","authorIdStr":"4091560518296740"},"themes":[],"title":"为什么Sea近期跌跌不休","htmlText":"有粉丝问猫猫为什么Sea近期跌跌不休，猫猫今天就简单分析下原因：1.数字娱乐业务的增长速度放缓SE主要有电商、数字娱乐和金融支付三大方面的业务。而它的盈收主要来自于数字娱乐业务，占了58% 的营业利润率。但是此次Q3季度财报中数字娱乐业务的增长开始放缓且80%的数字娱乐业务都集中在前五名游戏，短期内也没有研发出新的热门游戏。这也就让市场开始担心接下来数字娱乐业务的是否会持续增长疲软。2.电子商务业务面临监管与竞争的风险本次Q3季度财报中最亮眼的业务是电子商务业务，同比增长了134%。不仅如此，公司还提高了2021年全年电子商务业绩指引，预计年增长135% ，达到50亿至52亿美元。但实际情况是它的电商平台Shopee在东盟加上台湾(ASEAN+Taiwan)地区的商业布局面临着诸多资金雄厚竞争对手，这也有可能进一步提高Sea的支出。于此同时，Sea在其各个不同的市场上面临监管和许可风险。比如印度尼西亚在2019年4月1日推出电子商务税收法规。这些风险都有可能会影响电子商务业务接下来的表现。3.营收与支出长期处于失衡状态本次Q3季度财报显示SE在研发、销售和市场营销方面的开支也翻了一番，这也就意味着这个公司可能很长一段时间都无法盈利。根据美国银行的最新计算，Sea今年的每股亏损可能达到惊人的5.72美元，明年还将再亏损4.45美元。这个数字美国银行此前预测的2022年每股亏损的4倍。综合上述原因以及考虑到Sea今年已经上涨67%，美国银行在股票公布财报之后就将其评级从买入下调至中性。由此也引发了市场开始抛售Sea的股票。好了，今天猫猫就分享到这里啦，如果你觉得这篇文章对你有帮助，请点击我的头像关注猫猫以便随时查看更新的文章!本文的内容及观点仅供参考，并不构成任何投资建议，也不对任何因直接或间接参考本文投资而造成的损失承担任何法律责任。","listText":"有粉丝问猫猫为什么Sea近期跌跌不休，猫猫今天就简单分析下原因：1.数字娱乐业务的增长速度放缓SE主要有电商、数字娱乐和金融支付三大方面的业务。而它的盈收主要来自于数字娱乐业务，占了58% 的营业利润率。但是此次Q3季度财报中数字娱乐业务的增长开始放缓且80%的数字娱乐业务都集中在前五名游戏，短期内也没有研发出新的热门游戏。这也就让市场开始担心接下来数字娱乐业务的是否会持续增长疲软。2.电子商务业务面临监管与竞争的风险本次Q3季度财报中最亮眼的业务是电子商务业务，同比增长了134%。不仅如此，公司还提高了2021年全年电子商务业绩指引，预计年增长135% ，达到50亿至52亿美元。但实际情况是它的电商平台Shopee在东盟加上台湾(ASEAN+Taiwan)地区的商业布局面临着诸多资金雄厚竞争对手，这也有可能进一步提高Sea的支出。于此同时，Sea在其各个不同的市场上面临监管和许可风险。比如印度尼西亚在2019年4月1日推出电子商务税收法规。这些风险都有可能会影响电子商务业务接下来的表现。3.营收与支出长期处于失衡状态本次Q3季度财报显示SE在研发、销售和市场营销方面的开支也翻了一番，这也就意味着这个公司可能很长一段时间都无法盈利。根据美国银行的最新计算，Sea今年的每股亏损可能达到惊人的5.72美元，明年还将再亏损4.45美元。这个数字美国银行此前预测的2022年每股亏损的4倍。综合上述原因以及考虑到Sea今年已经上涨67%，美国银行在股票公布财报之后就将其评级从买入下调至中性。由此也引发了市场开始抛售Sea的股票。好了，今天猫猫就分享到这里啦，如果你觉得这篇文章对你有帮助，请点击我的头像关注猫猫以便随时查看更新的文章!本文的内容及观点仅供参考，并不构成任何投资建议，也不对任何因直接或间接参考本文投资而造成的损失承担任何法律责任。","text":"有粉丝问猫猫为什么Sea近期跌跌不休，猫猫今天就简单分析下原因：1.数字娱乐业务的增长速度放缓SE主要有电商、数字娱乐和金融支付三大方面的业务。而它的盈收主要来自于数字娱乐业务，占了58% 的营业利润率。但是此次Q3季度财报中数字娱乐业务的增长开始放缓且80%的数字娱乐业务都集中在前五名游戏，短期内也没有研发出新的热门游戏。这也就让市场开始担心接下来数字娱乐业务的是否会持续增长疲软。2.电子商务业务面临监管与竞争的风险本次Q3季度财报中最亮眼的业务是电子商务业务，同比增长了134%。不仅如此，公司还提高了2021年全年电子商务业绩指引，预计年增长135% 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