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c3c3c3
2022-01-31
$美团-W(03690)$
。。。
c3c3c3
2022-01-31
$游戏驿站(GME)$
。。
c3c3c3
2022-01-31
这篇文章不错,转发给大家看
@小虎AV:快看!木头姐的2022投资展望
c3c3c3
2022-01-31
这篇文章不错,转发给大家看
@Ivan_甘灿荣:本周美联储会议重磅上场,谨防原油的突然逼仓
c3c3c3
2022-01-31
这篇文章不错,转发给大家看
@话题虎:突发:俄罗斯股市暴跌10%!北约战机飞往东欧,俄10万大军集结!
c3c3c3
2022-01-31
。。。
本周前瞻 | 谷歌、亚马逊、Meta等财报重磅来袭
c3c3c3
2022-01-30
$美团-W(03690)$
。。。。
c3c3c3
2022-01-30
这篇文章不错,转发给大家看
@Buy_Sell:🚀【1月17日】看本周关键事件,聊聊交易计划
c3c3c3
2022-01-30
这篇文章不错,转发给大家看
@美股研习社:美股掘金 | 议员股神佩洛西的财富密码
c3c3c3
2022-01-30
这篇文章不错,转发给大家看
@OptionPlus:年度捡钱机会来了!最适合ATVI的期权操作!
c3c3c3
2022-01-29
$美团-W(03690)$
。。。。
c3c3c3
2022-01-29
这篇文章不错,转发给大家看
@Buy_Sell:🚀【1月17日】看本周关键事件,聊聊交易计划
c3c3c3
2022-01-29
这篇文章不错,转发给大家看
@美股研习社:美股掘金 | 议员股神佩洛西的财富密码
c3c3c3
2022-01-29
这篇文章不错,转发给大家看
@OptionPlus:年度捡钱机会来了!最适合ATVI的期权操作!
c3c3c3
2022-01-28
$AMC院线(AMC)$
南无观士音菩萨大慈大悲请保佑 amc别再掉了。。。。
c3c3c3
2022-01-28
$AMC院线(AMC)$
。。。。
c3c3c3
2022-01-28
$AMC院线(AMC)$
。。。。
c3c3c3
2022-01-27
$AMC院线(AMC)$
。。。。
c3c3c3
2022-01-27
这篇文章不错,转发给大家看
@Buy_Sell:🚀【1月20日】纳指跌入回调区间!新能源汽车股集体下挫,今天买点啥
c3c3c3
2022-01-27
这篇文章不错,转发给大家看
@美股研习社:美股掘金 | 议员股神佩洛西的财富密码
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href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 。。。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 。。。","text":"$美团-W(03690)$ 。。。","images":[{"img":"https://static.tigerbbs.com/d572bda51c0feb26e29bfe2cb96fff09","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633082157","isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":633082392,"gmtCreate":1643588005778,"gmtModify":1643588006078,"author":{"id":"3579490713370690","authorId":"3579490713370690","name":"c3c3c3","avatar":"https://static.tigerbbs.com/a212a953fb4c6471741a6cfa15bc13d0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579490713370690","authorIdStr":"3579490713370690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 。。","listText":"<a 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Ideas,向投资者介绍突破性技术的影响、它们的发展速度以及它们可以创造的投资机会。今年当然也不例外,欢迎大家收看采访视频:<a href=\"https://laohu8.com/TW/639970680\" target=\"_blank\">凯西·伍德对2022年的展望采访</a> 过去几个月,创新科技股波动剧烈。在方舟投资公司,我们不认为波动是负面的。我们关注的是长期机遇,随着技术的融合,这些机遇可能呈指数级增长,改变整个行业,并可能创造新的世界秩序。 会议目录 到2030年,人工智能创新可能会增加近10倍,市值超过100万亿美元 电池技术将使自动驾驶成为可能,到2030年创造超过30万亿美元的市值 到2030年,机器人技术的进步将带来超过10万亿美元的股本 ARK预计,到2030年,加密资产和数字钱包的股票市值将达到近50万亿美元 与自由支配上网时间相关的收入将从今天的1.8万亿美元增加到202年的4.1万亿美元 数字钱包因客户获取策略而有所区别 到2030年,一个比特币的价格可能超过100万 Web3场景下,未来十年每年的在线支出可能达到12.5万亿美元 到2026年,基因编辑和基因治疗公司的市值可能达到约1.1万亿美元 多元组学可能从1100亿美元发展到3000亿美元的收入机会 如果传统汽车制造商成功实现从汽油动力汽车的转变,电动汽车的销量将在未来五年内增长8倍,从480万辆增长到4000万辆。 自动叫车技术可能比历史上任何一项创新都具有更大的经济影响,到2030年将为全球GDP增加约26万亿美元 到2030年,自动化物流的收入将从今天的零增长到9000亿美元 ARK预计,3D打印和机器人的企业价值将从今天的700亿美元扩大到2030年的6万亿美元以上 未来5-10年,卫星宽带收入在美国每年将达到100亿美元,在全球范围内将","listText":"ARK从2017年开始发布Big Ideas,向投资者介绍突破性技术的影响、它们的发展速度以及它们可以创造的投资机会。今年当然也不例外,欢迎大家收看采访视频:<a href=\"https://laohu8.com/TW/639970680\" target=\"_blank\">凯西·伍德对2022年的展望采访</a> 过去几个月,创新科技股波动剧烈。在方舟投资公司,我们不认为波动是负面的。我们关注的是长期机遇,随着技术的融合,这些机遇可能呈指数级增长,改变整个行业,并可能创造新的世界秩序。 会议目录 到2030年,人工智能创新可能会增加近10倍,市值超过100万亿美元 电池技术将使自动驾驶成为可能,到2030年创造超过30万亿美元的市值 到2030年,机器人技术的进步将带来超过10万亿美元的股本 ARK预计,到2030年,加密资产和数字钱包的股票市值将达到近50万亿美元 与自由支配上网时间相关的收入将从今天的1.8万亿美元增加到202年的4.1万亿美元 数字钱包因客户获取策略而有所区别 到2030年,一个比特币的价格可能超过100万 Web3场景下,未来十年每年的在线支出可能达到12.5万亿美元 到2026年,基因编辑和基因治疗公司的市值可能达到约1.1万亿美元 多元组学可能从1100亿美元发展到3000亿美元的收入机会 如果传统汽车制造商成功实现从汽油动力汽车的转变,电动汽车的销量将在未来五年内增长8倍,从480万辆增长到4000万辆。 自动叫车技术可能比历史上任何一项创新都具有更大的经济影响,到2030年将为全球GDP增加约26万亿美元 到2030年,自动化物流的收入将从今天的零增长到9000亿美元 ARK预计,3D打印和机器人的企业价值将从今天的700亿美元扩大到2030年的6万亿美元以上 未来5-10年,卫星宽带收入在美国每年将达到100亿美元,在全球范围内将","text":"ARK从2017年开始发布Big Ideas,向投资者介绍突破性技术的影响、它们的发展速度以及它们可以创造的投资机会。今年当然也不例外,欢迎大家收看采访视频:凯西·伍德对2022年的展望采访 过去几个月,创新科技股波动剧烈。在方舟投资公司,我们不认为波动是负面的。我们关注的是长期机遇,随着技术的融合,这些机遇可能呈指数级增长,改变整个行业,并可能创造新的世界秩序。 会议目录 到2030年,人工智能创新可能会增加近10倍,市值超过100万亿美元 电池技术将使自动驾驶成为可能,到2030年创造超过30万亿美元的市值 到2030年,机器人技术的进步将带来超过10万亿美元的股本 ARK预计,到2030年,加密资产和数字钱包的股票市值将达到近50万亿美元 与自由支配上网时间相关的收入将从今天的1.8万亿美元增加到202年的4.1万亿美元 数字钱包因客户获取策略而有所区别 到2030年,一个比特币的价格可能超过100万 Web3场景下,未来十年每年的在线支出可能达到12.5万亿美元 到2026年,基因编辑和基因治疗公司的市值可能达到约1.1万亿美元 多元组学可能从1100亿美元发展到3000亿美元的收入机会 如果传统汽车制造商成功实现从汽油动力汽车的转变,电动汽车的销量将在未来五年内增长8倍,从480万辆增长到4000万辆。 自动叫车技术可能比历史上任何一项创新都具有更大的经济影响,到2030年将为全球GDP增加约26万亿美元 到2030年,自动化物流的收入将从今天的零增长到9000亿美元 ARK预计,3D打印和机器人的企业价值将从今天的700亿美元扩大到2030年的6万亿美元以上 未来5-10年,卫星宽带收入在美国每年将达到100亿美元,在全球范围内将","images":[{"img":"https://static.tigerbbs.com/275b0dc44ab4786f830e2c374d74b392","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a678ffc8f433aa3ec67b552c28aedc7d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/f8c79a71c993b1da5f80d525d96c5306","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639367269","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633082069,"gmtCreate":1643587978490,"gmtModify":1643587978818,"author":{"id":"3579490713370690","authorId":"3579490713370690","name":"c3c3c3","avatar":"https://static.tigerbbs.com/a212a953fb4c6471741a6cfa15bc13d0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579490713370690","authorIdStr":"3579490713370690"},"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/633082069","repostId":"630559307","repostType":1,"repost":{"id":630559307,"gmtCreate":1642994922868,"gmtModify":1643000360204,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312224764596","authorIdStr":"3534312224764596"},"themes":[],"title":"本周美联储会议重磅上场,谨防原油的突然逼仓","htmlText":"本周将迎来今年首次的美联储议息会议,按以往的惯例,美联储通常不会在季度月以外的议息会议中宣布加息,所以市场关注的焦点一般都在会议结束后的政策措辞上。 由于市场已经对3月加息有充足预期,由加息3次-4次甚至到7次都有较充分的定价,所以理论上来说,美联储如果只是嘴炮的话,那几乎对市场影响不大。但鉴于目前的高通胀预期,美联储议息会议会否出现意料之外,来一次提前加息呢? 一、“死给你看”的美股 今年美股开场可谓让人出乎意料地弱势,很难想象加息预期会对美股的影响如此强烈。但其它大宗商品却对加息视而不见,纷纷继续上涨,尤其是原油,拜登政府高调打压+美联储打压均未能阻止油价上涨,反而原油节节新高。那即意味着,市场认为加息其实对打压通胀毫无帮助,但反而阻碍经济复苏。这就与美联储期望的结果完全相反,加息和缩表将会冲击经济,所以美股先跌为敬,甚至可能影响1月份美联储议息会议的措辞转鸽派。 救还是不救股市,这都是个问题。跌穿年线,美股通常都会伴随一波中级调整,而当前年线标普的位置在4300点附近,能否抗住就看议息会议的结果了。打算抄底超跌反弹的朋友,可在该位置附近布局。由于2022年是全球股市容易发生共振的年份,因此博不博反弹就看各位的偏好了。 二、“准备突破”的黄金? 上两周的前瞻帖子就跟大家讨论过黄金的走势情况,现在就来到了关键时点。 是突破挑战前高? 还是再一次沉沦? 估计就看这次议息会议的结果了,鸽派突破上涨,强硬鹰派方向下跌。在此我并没有方向上的预期,所以策略上,大家可以双买期权博一下方向。而且这次的方向确定后,估计走势会维持至3月份,所以喜欢做黄金的朋友请务必重视。 三、提防逼仓的原油 当前WTI原油合约间的价差已经拉得比较开,0-12月合约价差在10%。历史极值可以高达20%-30%,但通常都在极度事件和战争背景下发生。而目前美国与俄罗斯及乌克兰的关系会否升温至该阶段?最少大家要保","listText":"本周将迎来今年首次的美联储议息会议,按以往的惯例,美联储通常不会在季度月以外的议息会议中宣布加息,所以市场关注的焦点一般都在会议结束后的政策措辞上。 由于市场已经对3月加息有充足预期,由加息3次-4次甚至到7次都有较充分的定价,所以理论上来说,美联储如果只是嘴炮的话,那几乎对市场影响不大。但鉴于目前的高通胀预期,美联储议息会议会否出现意料之外,来一次提前加息呢? 一、“死给你看”的美股 今年美股开场可谓让人出乎意料地弱势,很难想象加息预期会对美股的影响如此强烈。但其它大宗商品却对加息视而不见,纷纷继续上涨,尤其是原油,拜登政府高调打压+美联储打压均未能阻止油价上涨,反而原油节节新高。那即意味着,市场认为加息其实对打压通胀毫无帮助,但反而阻碍经济复苏。这就与美联储期望的结果完全相反,加息和缩表将会冲击经济,所以美股先跌为敬,甚至可能影响1月份美联储议息会议的措辞转鸽派。 救还是不救股市,这都是个问题。跌穿年线,美股通常都会伴随一波中级调整,而当前年线标普的位置在4300点附近,能否抗住就看议息会议的结果了。打算抄底超跌反弹的朋友,可在该位置附近布局。由于2022年是全球股市容易发生共振的年份,因此博不博反弹就看各位的偏好了。 二、“准备突破”的黄金? 上两周的前瞻帖子就跟大家讨论过黄金的走势情况,现在就来到了关键时点。 是突破挑战前高? 还是再一次沉沦? 估计就看这次议息会议的结果了,鸽派突破上涨,强硬鹰派方向下跌。在此我并没有方向上的预期,所以策略上,大家可以双买期权博一下方向。而且这次的方向确定后,估计走势会维持至3月份,所以喜欢做黄金的朋友请务必重视。 三、提防逼仓的原油 当前WTI原油合约间的价差已经拉得比较开,0-12月合约价差在10%。历史极值可以高达20%-30%,但通常都在极度事件和战争背景下发生。而目前美国与俄罗斯及乌克兰的关系会否升温至该阶段?最少大家要保","text":"本周将迎来今年首次的美联储议息会议,按以往的惯例,美联储通常不会在季度月以外的议息会议中宣布加息,所以市场关注的焦点一般都在会议结束后的政策措辞上。 由于市场已经对3月加息有充足预期,由加息3次-4次甚至到7次都有较充分的定价,所以理论上来说,美联储如果只是嘴炮的话,那几乎对市场影响不大。但鉴于目前的高通胀预期,美联储议息会议会否出现意料之外,来一次提前加息呢? 一、“死给你看”的美股 今年美股开场可谓让人出乎意料地弱势,很难想象加息预期会对美股的影响如此强烈。但其它大宗商品却对加息视而不见,纷纷继续上涨,尤其是原油,拜登政府高调打压+美联储打压均未能阻止油价上涨,反而原油节节新高。那即意味着,市场认为加息其实对打压通胀毫无帮助,但反而阻碍经济复苏。这就与美联储期望的结果完全相反,加息和缩表将会冲击经济,所以美股先跌为敬,甚至可能影响1月份美联储议息会议的措辞转鸽派。 救还是不救股市,这都是个问题。跌穿年线,美股通常都会伴随一波中级调整,而当前年线标普的位置在4300点附近,能否抗住就看议息会议的结果了。打算抄底超跌反弹的朋友,可在该位置附近布局。由于2022年是全球股市容易发生共振的年份,因此博不博反弹就看各位的偏好了。 二、“准备突破”的黄金? 上两周的前瞻帖子就跟大家讨论过黄金的走势情况,现在就来到了关键时点。 是突破挑战前高? 还是再一次沉沦? 估计就看这次议息会议的结果了,鸽派突破上涨,强硬鹰派方向下跌。在此我并没有方向上的预期,所以策略上,大家可以双买期权博一下方向。而且这次的方向确定后,估计走势会维持至3月份,所以喜欢做黄金的朋友请务必重视。 三、提防逼仓的原油 当前WTI原油合约间的价差已经拉得比较开,0-12月合约价差在10%。历史极值可以高达20%-30%,但通常都在极度事件和战争背景下发生。而目前美国与俄罗斯及乌克兰的关系会否升温至该阶段?最少大家要保","images":[{"img":"https://static.tigerbbs.com/6a1be7b80da7a5ea73bdb75bb735de56","width":"1673","height":"610"},{"img":"https://static.tigerbbs.com/80efcf803bce74508fe7ac80c7377733","width":"1663","height":"914"},{"img":"https://static.tigerbbs.com/fc693c23ede0e0930a5cbf6bf14cdcd8","width":"619","height":"116"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630559307","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633086732,"gmtCreate":1643587970333,"gmtModify":1643587970616,"author":{"id":"3579490713370690","authorId":"3579490713370690","name":"c3c3c3","avatar":"https://static.tigerbbs.com/a212a953fb4c6471741a6cfa15bc13d0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579490713370690","authorIdStr":"3579490713370690"},"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/633086732","repostId":"630463774","repostType":1,"repost":{"id":630463774,"gmtCreate":1643022387424,"gmtModify":1643078750874,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"突发:俄罗斯股市暴跌10%!北约战机飞往东欧,俄10万大军集结!","htmlText":"刚刚,俄罗斯RTS指数盘前突然扩大跌幅超10%: 据悉,乌克兰局势持续紧张。 据媒体称,俄罗斯已经向乌克兰边境集结了10万大军,并表示将在在1―2月,出动几乎所有舰队举行一些列大规模军事演习。 另一方面,北约宣布部队待命,并向东欧增派战舰和战斗机。同时,美国和俄罗斯驻乌克兰外交官已经撤离。 美国官员称: 下周预计将鼓励美国人乘坐商业航班从乌克兰撤离。 美驻乌使馆宣布: 美国第一批安全援助物资和弹药已运抵乌克兰。 欧盟委员会主席 冯德莱恩: 如果乌克兰受到进一步攻击,欧盟将以“大规模”经济和金融制裁来应对。欧盟不接受俄罗斯企图划分欧洲势力范围,如果发生袭击,欧盟已做好准备。 …… 最后,大家聊一聊: 将要发生什么大事情了吗? 精彩留言用户可获得888社区积分噢! <a target=\"_blank\" href=\"https://laohu8.com/S/YNDX\">$Yandex(YNDX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/QIWI\">$Qiwi plc(QIWI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/RSX\">$俄罗斯ETF-Market Vectors(RSX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600760\">$中航沈飞(600760)$</a>","listText":"刚刚,俄罗斯RTS指数盘前突然扩大跌幅超10%: 据悉,乌克兰局势持续紧张。 据媒体称,俄罗斯已经向乌克兰边境集结了10万大军,并表示将在在1―2月,出动几乎所有舰队举行一些列大规模军事演习。 另一方面,北约宣布部队待命,并向东欧增派战舰和战斗机。同时,美国和俄罗斯驻乌克兰外交官已经撤离。 美国官员称: 下周预计将鼓励美国人乘坐商业航班从乌克兰撤离。 美驻乌使馆宣布: 美国第一批安全援助物资和弹药已运抵乌克兰。 欧盟委员会主席 冯德莱恩: 如果乌克兰受到进一步攻击,欧盟将以“大规模”经济和金融制裁来应对。欧盟不接受俄罗斯企图划分欧洲势力范围,如果发生袭击,欧盟已做好准备。 …… 最后,大家聊一聊: 将要发生什么大事情了吗? 精彩留言用户可获得888社区积分噢! <a target=\"_blank\" href=\"https://laohu8.com/S/YNDX\">$Yandex(YNDX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/QIWI\">$Qiwi plc(QIWI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/RSX\">$俄罗斯ETF-Market Vectors(RSX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600760\">$中航沈飞(600760)$</a>","text":"刚刚,俄罗斯RTS指数盘前突然扩大跌幅超10%: 据悉,乌克兰局势持续紧张。 据媒体称,俄罗斯已经向乌克兰边境集结了10万大军,并表示将在在1―2月,出动几乎所有舰队举行一些列大规模军事演习。 另一方面,北约宣布部队待命,并向东欧增派战舰和战斗机。同时,美国和俄罗斯驻乌克兰外交官已经撤离。 美国官员称: 下周预计将鼓励美国人乘坐商业航班从乌克兰撤离。 美驻乌使馆宣布: 美国第一批安全援助物资和弹药已运抵乌克兰。 欧盟委员会主席 冯德莱恩: 如果乌克兰受到进一步攻击,欧盟将以“大规模”经济和金融制裁来应对。欧盟不接受俄罗斯企图划分欧洲势力范围,如果发生袭击,欧盟已做好准备。 …… 最后,大家聊一聊: 将要发生什么大事情了吗? 精彩留言用户可获得888社区积分噢! $Yandex(YNDX)$ $Qiwi plc(QIWI)$ $俄罗斯ETF-Market Vectors(RSX)$ $中航沈飞(600760)$","images":[{"img":"https://static.tigerbbs.com/3c6cbeb7f7bebe69ab2d6eea3df62652","width":"400","height":"266"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630463774","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633086513,"gmtCreate":1643587890626,"gmtModify":1643587890915,"author":{"id":"3579490713370690","authorId":"3579490713370690","name":"c3c3c3","avatar":"https://static.tigerbbs.com/a212a953fb4c6471741a6cfa15bc13d0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579490713370690","authorIdStr":"3579490713370690"},"themes":[],"htmlText":"。。。","listText":"。。。","text":"。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633086513","repostId":"1176355565","repostType":2,"repost":{"id":"1176355565","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643584816,"share":"https://www.laohu8.com/m/news/1176355565?lang=&edition=full","pubTime":"2022-01-31 07:20","market":"sh","language":"zh","title":"本周前瞻 | 谷歌、亚马逊、Meta等财报重磅来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=1176355565","media":"老虎资讯综合","summary":"摘要:财报方面:美股财报季火热进行中,其中,谷歌将于2月1日周二当天公布财报,亚马逊于2月3日周四盘后公布财报。数据方面:关注非农就业人口、美国当周初请失业金人数、美国失业率等数据;事件方面:留意周二","content":"<html><head></head><body><p><b>摘要:</b></p><blockquote>财报方面:美股财报季火热进行中,其中,谷歌将于2月1日周二当天公布财报,亚马逊于2月3日周四盘后公布财报。</blockquote><blockquote>数据方面:关注非农就业人口、美国当周初请失业金人数、美国失业率等数据;</blockquote><blockquote>事件方面:留意周二旧金山联储主席戴利出席热点透视2022年预测线上会议以及堪萨斯联储主席乔治就经济和货币政策前景发表讲话。</blockquote><blockquote>新股方面:美股MURFU将于周一上市。</blockquote><blockquote>休市方面:港股周一下午至周四休市(1月31日-2月3日),港股通和A股通全周通暂停交易,A股周一至周五休市(1月31日-2月4日)。</blockquote><p><img src=\"https://static.tigerbbs.com/2c8a8a98ba7e304df5fcdf8245d49f51\" tg-width=\"1878\" tg-height=\"2048\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/2aef2112c6fa0ba265b518492f29cb15\" tg-width=\"1080\" tg-height=\"1085\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>周一(1月31日)关键词:恩智浦财报、欧元区GDP年率初值;除夕,港股下午休市,港股通、A股通暂停交易</b><img src=\"https://static.tigerbbs.com/f6bdb5c3dfed5c57b192a8b167c992a6\" tg-width=\"710\" tg-height=\"306\" referrerpolicy=\"no-referrer\"/>周一,<b>新股方面,美股<a href=\"https://laohu8.com/S/MURFU\">Murphy Canyon Acquisition Corp.</a>将于周一上市。</b></p><p><b>财报方面,<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>将于美东时间1月31日盘后公布财报。</b></p><p>另外,除夕当日,A股休市,港股下午休市,港股通、A股通暂停交易。</p><p><b>周二(2月1日)关键词:谷歌、Paypal、AMD公布财报;美国ISM制造业PMI;农历年初一,港股、A股休市,港股通、A股通暂停交易</b></p><p>周二,全球经济数据方面,投资者可关注美国1月ISM制造业PMI、美国1月Markit制造业PMI终值等。</p><p><b>事件方面,</b>可关注2024年FOMC票委、旧金山联储主席戴利出席路孚特主办的「热点透视2022年预测」线上会议,讨论经济、通胀挑战及后疫情时代的就业市场。</p><p>2022年FOMC票委、堪萨斯联储主席乔治也将就经济和货币政策前景发表讲话。</p><p><b>在财报方面,<a href=\"https://laohu8.com/S/UPS\">UPS快递</a>、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>将于美东时间1日美股盘前公布财报;</b></p><p><b><a href=\"https://laohu8.com/S/UBS\">瑞银</a></b>、<b><a href=\"https://laohu8.com/S/SBUX\">星巴克</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌-C</a>、<a href=\"https://laohu8.com/S/GOOGL\">谷歌-A</a>当天公布财报;</b></p><p><b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>、<b><a href=\"https://laohu8.com/S/GM\">通用汽车</a>、<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>、<a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>将于美东时间1日盘后公布财报。</b></p><p>另外,农历年初一,港股休市,A股休市,港股通、A股通暂停交易。</p><p><b>周三(2月2日)关键词:高通、Spotify、Meta财报将于当日盘后公布;美国1月ADP就业人数(万人)、美国至1月28日当周EIA原油库存(万桶)出炉;农历年初二,港股、A股休市,港股通、A股通暂停交易</b><img src=\"https://static.tigerbbs.com/4ee1171550bd9abd7a2c962c50cb7982\" tg-width=\"710\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/>周三,<b>经济数据方面,</b>关注美国1月ADP就业人数(万人)、美国至1月28日当周EIA原油库存(万桶)。</p><p><b>事件方面,</b>第25届欧佩克和非欧佩克产油国部长级会议举行。</p><p><b>财报方面,<a href=\"https://laohu8.com/S/BSX\">波士顿科学</a></b>、<b><a href=\"https://laohu8.com/S/RACE\">法拉利</a>将于美东时间2日美股盘前公布财报;</b></p><p><b><a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/SPOT\">Spotify Technology</a>、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>等将于美东时间2日盘后公布财报。</b></p><p>农历年初二,港股休市,A股休市,港股通、A股通暂停交易。</p><p><b>周四(2月3日)关键词:亚马逊、礼来、默沙东等公布财报;美国当周初请失业金人数;农历年初三,港股、A股休市,港股通、A股通暂停交易</b><img src=\"https://static.tigerbbs.com/c965615cf0d53fc55095e1720259f843\" tg-width=\"710\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/>周四,<b>经济数据方面,</b>投资者可关注美国至1月29日当周初请失业金人数(万人)、美国1月Markit服务业PMI终值、美国1月ISM非制造业PMI。</p><p><b>在财报方面,<a href=\"https://laohu8.com/S/MRK\">默沙东</a></b>、<b><a href=\"https://laohu8.com/S/LLY\">礼来</a>、<a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>将于美东时间3日美股盘前公布财报;</b></p><p><b><a href=\"https://laohu8.com/S/NOK\">诺基亚</a></b>、<b><a href=\"https://laohu8.com/S/F\">福特汽车</a>当天公布财报;</b></p><p><b>全球电商巨头<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>、<a href=\"https://laohu8.com/S/U\">Unity Software</a>、<a href=\"https://laohu8.com/S/PINS\">Pinterest</a>将于美东时间3日盘后公布财报。</b></p><p>农历年初三,港股休市,A股休市,港股通、A股通暂停交易。</p><p><b>周五(2月4日)关键词:美施贵宝发布财报;美国1月失业率、1月季调后非农就业人口(万人);农历年初四,A股休市,港股通、A股通暂停交易</b><img src=\"https://static.tigerbbs.com/41e4f699f9f11f4b15f3e061de9490c6\" tg-width=\"710\" tg-height=\"232\" referrerpolicy=\"no-referrer\"/>周五,全球经济数据方面,投资者可关注美国1月失业率、1月季调后非农就业人口(万人)。</p><blockquote>美联储本周声称,尽管奥密克戎变种导致单日新增病例数创纪录,但近期就业岗位仍在「强劲」增长。主席鲍威尔在结束1月政策会议后说,目前通胀率要比美联储启动上个升息周期时高得多,经济与就业市场也要强劲得多。</blockquote><p><b>财报方面,</b><a href=\"https://laohu8.com/S/BMY\">施贵宝</a>将于美东时间4日美股盘前公布财报,<a href=\"https://laohu8.com/S/SNY\">赛诺菲安万特</a>当天公布财报。</p><p>农历年初四,A股休市,港股通、A股通暂停交易。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.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本周前瞻 | 谷歌、亚马逊、Meta等财报重磅来袭\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-31 07:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>摘要:</b></p><blockquote>财报方面:美股财报季火热进行中,其中,谷歌将于2月1日周二当天公布财报,亚马逊于2月3日周四盘后公布财报。</blockquote><blockquote>数据方面:关注非农就业人口、美国当周初请失业金人数、美国失业率等数据;</blockquote><blockquote>事件方面:留意周二旧金山联储主席戴利出席热点透视2022年预测线上会议以及堪萨斯联储主席乔治就经济和货币政策前景发表讲话。</blockquote><blockquote>新股方面:美股MURFU将于周一上市。</blockquote><blockquote>休市方面:港股周一下午至周四休市(1月31日-2月3日),港股通和A股通全周通暂停交易,A股周一至周五休市(1月31日-2月4日)。</blockquote><p><img src=\"https://static.tigerbbs.com/2c8a8a98ba7e304df5fcdf8245d49f51\" tg-width=\"1878\" tg-height=\"2048\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/2aef2112c6fa0ba265b518492f29cb15\" tg-width=\"1080\" tg-height=\"1085\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>周一(1月31日)关键词:恩智浦财报、欧元区GDP年率初值;除夕,港股下午休市,港股通、A股通暂停交易</b><img src=\"https://static.tigerbbs.com/f6bdb5c3dfed5c57b192a8b167c992a6\" tg-width=\"710\" tg-height=\"306\" referrerpolicy=\"no-referrer\"/>周一,<b>新股方面,美股<a href=\"https://laohu8.com/S/MURFU\">Murphy Canyon Acquisition Corp.</a>将于周一上市。</b></p><p><b>财报方面,<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>将于美东时间1月31日盘后公布财报。</b></p><p>另外,除夕当日,A股休市,港股下午休市,港股通、A股通暂停交易。</p><p><b>周二(2月1日)关键词:谷歌、Paypal、AMD公布财报;美国ISM制造业PMI;农历年初一,港股、A股休市,港股通、A股通暂停交易</b></p><p>周二,全球经济数据方面,投资者可关注美国1月ISM制造业PMI、美国1月Markit制造业PMI终值等。</p><p><b>事件方面,</b>可关注2024年FOMC票委、旧金山联储主席戴利出席路孚特主办的「热点透视2022年预测」线上会议,讨论经济、通胀挑战及后疫情时代的就业市场。</p><p>2022年FOMC票委、堪萨斯联储主席乔治也将就经济和货币政策前景发表讲话。</p><p><b>在财报方面,<a href=\"https://laohu8.com/S/UPS\">UPS快递</a>、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>将于美东时间1日美股盘前公布财报;</b></p><p><b><a href=\"https://laohu8.com/S/UBS\">瑞银</a></b>、<b><a href=\"https://laohu8.com/S/SBUX\">星巴克</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌-C</a>、<a href=\"https://laohu8.com/S/GOOGL\">谷歌-A</a>当天公布财报;</b></p><p><b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>、<b><a href=\"https://laohu8.com/S/GM\">通用汽车</a>、<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>、<a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>将于美东时间1日盘后公布财报。</b></p><p>另外,农历年初一,港股休市,A股休市,港股通、A股通暂停交易。</p><p><b>周三(2月2日)关键词:高通、Spotify、Meta财报将于当日盘后公布;美国1月ADP就业人数(万人)、美国至1月28日当周EIA原油库存(万桶)出炉;农历年初二,港股、A股休市,港股通、A股通暂停交易</b><img src=\"https://static.tigerbbs.com/4ee1171550bd9abd7a2c962c50cb7982\" tg-width=\"710\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/>周三,<b>经济数据方面,</b>关注美国1月ADP就业人数(万人)、美国至1月28日当周EIA原油库存(万桶)。</p><p><b>事件方面,</b>第25届欧佩克和非欧佩克产油国部长级会议举行。</p><p><b>财报方面,<a href=\"https://laohu8.com/S/BSX\">波士顿科学</a></b>、<b><a href=\"https://laohu8.com/S/RACE\">法拉利</a>将于美东时间2日美股盘前公布财报;</b></p><p><b><a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/SPOT\">Spotify Technology</a>、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>等将于美东时间2日盘后公布财报。</b></p><p>农历年初二,港股休市,A股休市,港股通、A股通暂停交易。</p><p><b>周四(2月3日)关键词:亚马逊、礼来、默沙东等公布财报;美国当周初请失业金人数;农历年初三,港股、A股休市,港股通、A股通暂停交易</b><img src=\"https://static.tigerbbs.com/c965615cf0d53fc55095e1720259f843\" tg-width=\"710\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/>周四,<b>经济数据方面,</b>投资者可关注美国至1月29日当周初请失业金人数(万人)、美国1月Markit服务业PMI终值、美国1月ISM非制造业PMI。</p><p><b>在财报方面,<a href=\"https://laohu8.com/S/MRK\">默沙东</a></b>、<b><a href=\"https://laohu8.com/S/LLY\">礼来</a>、<a href=\"https://laohu8.com/S/EL\">雅诗兰黛</a>将于美东时间3日美股盘前公布财报;</b></p><p><b><a href=\"https://laohu8.com/S/NOK\">诺基亚</a></b>、<b><a href=\"https://laohu8.com/S/F\">福特汽车</a>当天公布财报;</b></p><p><b>全球电商巨头<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>、<a href=\"https://laohu8.com/S/U\">Unity Software</a>、<a href=\"https://laohu8.com/S/PINS\">Pinterest</a>将于美东时间3日盘后公布财报。</b></p><p>农历年初三,港股休市,A股休市,港股通、A股通暂停交易。</p><p><b>周五(2月4日)关键词:美施贵宝发布财报;美国1月失业率、1月季调后非农就业人口(万人);农历年初四,A股休市,港股通、A股通暂停交易</b><img src=\"https://static.tigerbbs.com/41e4f699f9f11f4b15f3e061de9490c6\" tg-width=\"710\" tg-height=\"232\" referrerpolicy=\"no-referrer\"/>周五,全球经济数据方面,投资者可关注美国1月失业率、1月季调后非农就业人口(万人)。</p><blockquote>美联储本周声称,尽管奥密克戎变种导致单日新增病例数创纪录,但近期就业岗位仍在「强劲」增长。主席鲍威尔在结束1月政策会议后说,目前通胀率要比美联储启动上个升息周期时高得多,经济与就业市场也要强劲得多。</blockquote><p><b>财报方面,</b><a href=\"https://laohu8.com/S/BMY\">施贵宝</a>将于美东时间4日美股盘前公布财报,<a href=\"https://laohu8.com/S/SNY\">赛诺菲安万特</a>当天公布财报。</p><p>农历年初四,A股休市,港股通、A股通暂停交易。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46744ceebcd5f9f6cbe09f85295d7cfe","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176355565","content_text":"摘要:财报方面:美股财报季火热进行中,其中,谷歌将于2月1日周二当天公布财报,亚马逊于2月3日周四盘后公布财报。数据方面:关注非农就业人口、美国当周初请失业金人数、美国失业率等数据;事件方面:留意周二旧金山联储主席戴利出席热点透视2022年预测线上会议以及堪萨斯联储主席乔治就经济和货币政策前景发表讲话。新股方面:美股MURFU将于周一上市。休市方面:港股周一下午至周四休市(1月31日-2月3日),港股通和A股通全周通暂停交易,A股周一至周五休市(1月31日-2月4日)。周一(1月31日)关键词:恩智浦财报、欧元区GDP年率初值;除夕,港股下午休市,港股通、A股通暂停交易周一,新股方面,美股Murphy Canyon Acquisition Corp.将于周一上市。财报方面,恩智浦将于美东时间1月31日盘后公布财报。另外,除夕当日,A股休市,港股下午休市,港股通、A股通暂停交易。周二(2月1日)关键词:谷歌、Paypal、AMD公布财报;美国ISM制造业PMI;农历年初一,港股、A股休市,港股通、A股通暂停交易周二,全球经济数据方面,投资者可关注美国1月ISM制造业PMI、美国1月Markit制造业PMI终值等。事件方面,可关注2024年FOMC票委、旧金山联储主席戴利出席路孚特主办的「热点透视2022年预测」线上会议,讨论经济、通胀挑战及后疫情时代的就业市场。2022年FOMC票委、堪萨斯联储主席乔治也将就经济和货币政策前景发表讲话。在财报方面,UPS快递、埃克森美孚将于美东时间1日美股盘前公布财报;瑞银、星巴克、谷歌-C、谷歌-A当天公布财报;PayPal、通用汽车、美国超微公司、吉利德科学将于美东时间1日盘后公布财报。另外,农历年初一,港股休市,A股休市,港股通、A股通暂停交易。周三(2月2日)关键词:高通、Spotify、Meta财报将于当日盘后公布;美国1月ADP就业人数(万人)、美国至1月28日当周EIA原油库存(万桶)出炉;农历年初二,港股、A股休市,港股通、A股通暂停交易周三,经济数据方面,关注美国1月ADP就业人数(万人)、美国至1月28日当周EIA原油库存(万桶)。事件方面,第25届欧佩克和非欧佩克产油国部长级会议举行。财报方面,波士顿科学、法拉利将于美东时间2日美股盘前公布财报;高通、Spotify Technology、Meta Platforms等将于美东时间2日盘后公布财报。农历年初二,港股休市,A股休市,港股通、A股通暂停交易。周四(2月3日)关键词:亚马逊、礼来、默沙东等公布财报;美国当周初请失业金人数;农历年初三,港股、A股休市,港股通、A股通暂停交易周四,经济数据方面,投资者可关注美国至1月29日当周初请失业金人数(万人)、美国1月Markit服务业PMI终值、美国1月ISM非制造业PMI。在财报方面,默沙东、礼来、雅诗兰黛将于美东时间3日美股盘前公布财报;诺基亚、福特汽车当天公布财报;全球电商巨头亚马逊、动视暴雪、Unity Software、Pinterest将于美东时间3日盘后公布财报。农历年初三,港股休市,A股休市,港股通、A股通暂停交易。周五(2月4日)关键词:美施贵宝发布财报;美国1月失业率、1月季调后非农就业人口(万人);农历年初四,A股休市,港股通、A股通暂停交易周五,全球经济数据方面,投资者可关注美国1月失业率、1月季调后非农就业人口(万人)。美联储本周声称,尽管奥密克戎变种导致单日新增病例数创纪录,但近期就业岗位仍在「强劲」增长。主席鲍威尔在结束1月政策会议后说,目前通胀率要比美联储启动上个升息周期时高得多,经济与就业市场也要强劲得多。财报方面,施贵宝将于美东时间4日美股盘前公布财报,赛诺菲安万特当天公布财报。农历年初四,A股休市,港股通、A股通暂停交易。","news_type":1},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639755558,"gmtCreate":1643501012413,"gmtModify":1643501012812,"author":{"id":"3579490713370690","authorId":"3579490713370690","name":"c3c3c3","avatar":"https://static.tigerbbs.com/a212a953fb4c6471741a6cfa15bc13d0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579490713370690","authorIdStr":"3579490713370690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 。。。。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 。。。。","text":"$美团-W(03690)$ 。。。。","images":[{"img":"https://static.tigerbbs.com/d572bda51c0feb26e29bfe2cb96fff09","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639755558","isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":639755209,"gmtCreate":1643500988141,"gmtModify":1643500988462,"author":{"id":"3579490713370690","authorId":"3579490713370690","name":"c3c3c3","avatar":"https://static.tigerbbs.com/a212a953fb4c6471741a6cfa15bc13d0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579490713370690","authorIdStr":"3579490713370690"},"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/639755209","repostId":"697175245","repostType":1,"repost":{"id":697175245,"gmtCreate":1642387332128,"gmtModify":1642400481117,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【1月17日】看本周关键事件,聊聊交易计划","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月17日,恒生指数开盘上涨6.97点,涨幅0.03%,报24390.29点;国企指数开盘下跌22.02点,跌幅0.26%,报8532.77点;红筹指数开盘上涨2.82点,涨幅0.07%,报4098.05点; 恒生科技指数开跌0.29%,大型科技股多数下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅高开,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 走低; 港股博彩股集体上扬,<a target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%,<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%,<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%,<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","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 1月17日,恒生指数开盘上涨6.97点,涨幅0.03%,报24390.29点;国企指数开盘下跌22.02点,跌幅0.26%,报8532.77点;红筹指数开盘上涨2.82点,涨幅0.07%,报4098.05点; 恒生科技指数开跌0.29%,大型科技股多数下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅高开,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 走低; 港股博彩股集体上扬,<a target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%,<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%,<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%,<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","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 1月17日,恒生指数开盘上涨6.97点,涨幅0.03%,报24390.29点;国企指数开盘下跌22.02点,跌幅0.26%,报8532.77点;红筹指数开盘上涨2.82点,涨幅0.07%,报4098.05点; 恒生科技指数开跌0.29%,大型科技股多数下跌,$网易-S(09999)$ 小幅高开,$京东集团-SW(09618)$ 、$美团-W(03690)$ 、$小米集团-W(01810)$ 走低; 港股博彩股集体上扬,$金沙中国有限公司(01928)$ 涨近15%,$永利澳门(01128)$ 涨14.5%,$银河娱乐(00027)$ 涨10.58%,$美高梅中国(02282)$ 涨9","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697175245","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639755630,"gmtCreate":1643500981350,"gmtModify":1643500981642,"author":{"id":"3579490713370690","authorId":"3579490713370690","name":"c3c3c3","avatar":"https://static.tigerbbs.com/a212a953fb4c6471741a6cfa15bc13d0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579490713370690","authorIdStr":"3579490713370690"},"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/639755630","repostId":"697815514","repostType":1,"repost":{"id":697815514,"gmtCreate":1642400304357,"gmtModify":1642423724583,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"美股掘金 | 议员股神佩洛西的财富密码","htmlText":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","listText":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","text":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","images":[{"img":"https://static.tigerbbs.com/e80e51e3ba1c44d347259ffdcf9a90c6","width":"589","height":"297"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697815514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639755847,"gmtCreate":1643500973758,"gmtModify":1643500974033,"author":{"id":"3579490713370690","authorId":"3579490713370690","name":"c3c3c3","avatar":"https://static.tigerbbs.com/a212a953fb4c6471741a6cfa15bc13d0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579490713370690","authorIdStr":"3579490713370690"},"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/639755847","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667591235607","authorIdStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了!最适合ATVI的期权操作!","htmlText":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下,宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16425609441647"}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下,宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16425609441647"}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下,宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的电话会中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 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。。。。","images":[{"img":"https://static.tigerbbs.com/d572bda51c0feb26e29bfe2cb96fff09","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639440779","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":639440406,"gmtCreate":1643410548347,"gmtModify":1643410548652,"author":{"id":"3579490713370690","authorId":"3579490713370690","name":"c3c3c3","avatar":"https://static.tigerbbs.com/a212a953fb4c6471741a6cfa15bc13d0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579490713370690","authorIdStr":"3579490713370690"},"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/639440406","repostId":"697175245","repostType":1,"repost":{"id":697175245,"gmtCreate":1642387332128,"gmtModify":1642400481117,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【1月17日】看本周关键事件,聊聊交易计划","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月17日,恒生指数开盘上涨6.97点,涨幅0.03%,报24390.29点;国企指数开盘下跌22.02点,跌幅0.26%,报8532.77点;红筹指数开盘上涨2.82点,涨幅0.07%,报4098.05点; 恒生科技指数开跌0.29%,大型科技股多数下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅高开,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 走低; 港股博彩股集体上扬,<a target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%,<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%,<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%,<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","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 1月17日,恒生指数开盘上涨6.97点,涨幅0.03%,报24390.29点;国企指数开盘下跌22.02点,跌幅0.26%,报8532.77点;红筹指数开盘上涨2.82点,涨幅0.07%,报4098.05点; 恒生科技指数开跌0.29%,大型科技股多数下跌,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅高开,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 走低; 港股博彩股集体上扬,<a target=\"_blank\" href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a> 涨近15%,<a target=\"_blank\" href=\"https://laohu8.com/S/01128\">$永利澳门(01128)$</a> 涨14.5%,<a target=\"_blank\" href=\"https://laohu8.com/S/00027\">$银河娱乐(00027)$</a> 涨10.58%,<a target=\"_blank\" href=\"https://laohu8.com/S/02282\">$美高梅中国(02282)$</a> 涨9","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 1月17日,恒生指数开盘上涨6.97点,涨幅0.03%,报24390.29点;国企指数开盘下跌22.02点,跌幅0.26%,报8532.77点;红筹指数开盘上涨2.82点,涨幅0.07%,报4098.05点; 恒生科技指数开跌0.29%,大型科技股多数下跌,$网易-S(09999)$ 小幅高开,$京东集团-SW(09618)$ 、$美团-W(03690)$ 、$小米集团-W(01810)$ 走低; 港股博彩股集体上扬,$金沙中国有限公司(01928)$ 涨近15%,$永利澳门(01128)$ 涨14.5%,$银河娱乐(00027)$ 涨10.58%,$美高梅中国(02282)$ 涨9","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697175245","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639440240,"gmtCreate":1643410540390,"gmtModify":1643410540735,"author":{"id":"3579490713370690","authorId":"3579490713370690","name":"c3c3c3","avatar":"https://static.tigerbbs.com/a212a953fb4c6471741a6cfa15bc13d0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579490713370690","authorIdStr":"3579490713370690"},"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/639440240","repostId":"697815514","repostType":1,"repost":{"id":697815514,"gmtCreate":1642400304357,"gmtModify":1642423724583,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"美股掘金 | 议员股神佩洛西的财富密码","htmlText":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","listText":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in lin","text":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 如果说是熊市,也许情有可原,然而同期标普500的表现却是+24.5——一来一回是高达近70个点的差距,如果去年选择长持Arkk的朋友可想而知...这也就是越来越多网友怒称其是“大韭菜”的原因,以至于甚至有专门做空Ark的SARK基金横空出世——如下图,SARK 11月成立以来回报率尽然高达约50%。 SARK成立以来走势 进一步来看,木头姐去年除了特斯拉,基本没有任何可圈可点的地方。而且去年Q4,她还在连续卖出特斯拉,不断加仓她认为的未来有颠覆式创新能力的公司,比如Teladoc Health,Roku、Zoom等等。 也许这些木头姐的心水股在5年乃至更久的时间也会有不错的回报,但目前仍然没有看到困境反转的点。比如Arkk目前第四重仓的Roku(持仓占比5.91%,相较21Q3仍有上升),股价自高点已下跌近70%,而关键基本面数据仍没有向好的趋势—— 从最近季度21Q3的财报数据来看,Roku的营收同比增长51%,和华尔街预期基本in 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这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16425609441647"}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door,就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下,宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ,交易总价值687亿美元,较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案,也是微软自1975年成立以来所进行的最大一笔收购。交易完成后,微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权,暴雪旗下的游戏我就不细数了,80年代的回忆杀。全现金、明年完成!微软和暴雪的电话会中显示双方都认为这个收购是完美的!说明交易成功性非常高,这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成,也意味着微软将超过任天堂成为全球收入第三高的游戏公司,仅次于腾讯和索尼。微软CEO纳德拉表示,这笔交易将对微软下一步开发元宇宙发挥关键作用,这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多,推荐大家看今天电话会的文字稿,非常具有前瞻指导。 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