+关注
焱焱烈日
暂无个人介绍
IP属地：吉林
67
关注
10
粉丝
4
主题
0
勋章
主贴
热门
焱焱烈日
2022-11-18
重回股市了，
焱焱烈日
2022-05-22
🍎🍎🍎
@哆啦Ella:全面做多中概股？？？别闹，说点事实吧
焱焱烈日
2022-05-08
市场回暖了！
焱焱烈日
2022-05-04
加油！有进步！
焱焱烈日
2021-08-11
买了就跌，卖了就涨
焱焱烈日
2021-07-03
老兄啥时候结套啊😱！
焱焱烈日
2021-07-01
小点个赞吧！
焱焱烈日
2021-06-18
看我股仓要满满的！
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3580430887172732","uuid":"3580430887172732","gmtCreate":1617838521677,"gmtModify":1620784354782,"name":"焱焱烈日","pinyin":"yylryanyanlieri","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":10,"headSize":67,"tweetSize":8,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.28%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.67%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"吉林","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":667667480,"gmtCreate":1668762983640,"gmtModify":1668762985450,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"重回股市了，","listText":"重回股市了，","text":"重回股市了，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667667480","isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615728033,"gmtCreate":1653221560922,"gmtModify":1653221560922,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"🍎🍎🍎","listText":"🍎🍎🍎","text":"🍎🍎🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/615728033","repostId":"615978380","repostType":1,"repost":{"id":615978380,"gmtCreate":1652763200810,"gmtModify":1652768320023,"author":{"id":"20706277526874","authorId":"20706277526874","name":"哆啦Ella","avatar":"https://static.tigerbbs.com/6c7f85ee38e9332ddf2ebe72a8afd489","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20706277526874","authorIdStr":"20706277526874"},"themes":[],"title":"全面做多中概股？？？别闹，说点事实吧","htmlText":"从昨天开始，好像全世界一致唱多中概股。起因是摩根大通5月16日突然对中国互联网公司“全面看多”，集体上调了中国互联网科技股的评级和目标价（如下图）。摩根大通认为，中国互联网行业正在摆脱各种不确定性，未来头部公司的股价或将超预期上涨。然后，华尔街“顶流”的Q1 13F显示他们都不约而同的抄底中概股，包括摩根大通、桥水、富达、高瓴等。我仔细看了一下大摩的调整目标价，我觉得所谓全面做多，实属夸张，大家应该有印象，3月的时候摩根大通曾一篇中概股不可投资的报道引起多少中概股暴跌，今日“翻供”，期间经历什么事儿？摩根大通被移除金山云回归港股上市的主承销低位。我来对比一下前后两次目标价变化：腾讯、美团、网易是有做多的意思。但是你们看看拼多多，两个月前目标价从$105砍到$23（惊天地板价），现在提升到$55，不提历史高点，就说拼多多今年最高也是70多，那都是跌了脚踝的价格，现在给$55（距离昨天收盘价有45%空间），就能扯着嗓子喊多？ 再看看哔哩哔哩，3月目标价格从$80看到$15（低于当年IPO价格$19），现在提升到IPO发行价$19，就喜极而泣？其他的你们自己对比吧。 我从这次摩根大通的报告只看到一个他们始终如一的标的叫做<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ，即使都跌到目标价腰斩了，摩根大通给的目标价仅仅是从$120降到$115，上次没降。 还有，关于摩根大通旗舰中国基金JPMorgan China Fund 一季度大举加仓京东仓位高达1253%。这一共才买了2.12亿美元，非要用一个这么夸张的比例。 桥水大举做多中概股，持仓阿里巴巴8.14亿美元，拼多多1.98亿美元，百度1.5亿美元。看着超多了？但是桥水13F显示的整体持仓规模是248亿美元，中概股全部仓位也就是一个10亿","listText":"从昨天开始，好像全世界一致唱多中概股。起因是摩根大通5月16日突然对中国互联网公司“全面看多”，集体上调了中国互联网科技股的评级和目标价（如下图）。摩根大通认为，中国互联网行业正在摆脱各种不确定性，未来头部公司的股价或将超预期上涨。然后，华尔街“顶流”的Q1 13F显示他们都不约而同的抄底中概股，包括摩根大通、桥水、富达、高瓴等。我仔细看了一下大摩的调整目标价，我觉得所谓全面做多，实属夸张，大家应该有印象，3月的时候摩根大通曾一篇中概股不可投资的报道引起多少中概股暴跌，今日“翻供”，期间经历什么事儿？摩根大通被移除金山云回归港股上市的主承销低位。我来对比一下前后两次目标价变化：腾讯、美团、网易是有做多的意思。但是你们看看拼多多，两个月前目标价从$105砍到$23（惊天地板价），现在提升到$55，不提历史高点，就说拼多多今年最高也是70多，那都是跌了脚踝的价格，现在给$55（距离昨天收盘价有45%空间），就能扯着嗓子喊多？ 再看看哔哩哔哩，3月目标价格从$80看到$15（低于当年IPO价格$19），现在提升到IPO发行价$19，就喜极而泣？其他的你们自己对比吧。 我从这次摩根大通的报告只看到一个他们始终如一的标的叫做<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ，即使都跌到目标价腰斩了，摩根大通给的目标价仅仅是从$120降到$115，上次没降。 还有，关于摩根大通旗舰中国基金JPMorgan China Fund 一季度大举加仓京东仓位高达1253%。这一共才买了2.12亿美元，非要用一个这么夸张的比例。 桥水大举做多中概股，持仓阿里巴巴8.14亿美元，拼多多1.98亿美元，百度1.5亿美元。看着超多了？但是桥水13F显示的整体持仓规模是248亿美元，中概股全部仓位也就是一个10亿","text":"从昨天开始，好像全世界一致唱多中概股。起因是摩根大通5月16日突然对中国互联网公司“全面看多”，集体上调了中国互联网科技股的评级和目标价（如下图）。摩根大通认为，中国互联网行业正在摆脱各种不确定性，未来头部公司的股价或将超预期上涨。然后，华尔街“顶流”的Q1 13F显示他们都不约而同的抄底中概股，包括摩根大通、桥水、富达、高瓴等。我仔细看了一下大摩的调整目标价，我觉得所谓全面做多，实属夸张，大家应该有印象，3月的时候摩根大通曾一篇中概股不可投资的报道引起多少中概股暴跌，今日“翻供”，期间经历什么事儿？摩根大通被移除金山云回归港股上市的主承销低位。我来对比一下前后两次目标价变化：腾讯、美团、网易是有做多的意思。但是你们看看拼多多，两个月前目标价从$105砍到$23（惊天地板价），现在提升到$55，不提历史高点，就说拼多多今年最高也是70多，那都是跌了脚踝的价格，现在给$55（距离昨天收盘价有45%空间），就能扯着嗓子喊多？ 再看看哔哩哔哩，3月目标价格从$80看到$15（低于当年IPO价格$19），现在提升到IPO发行价$19，就喜极而泣？其他的你们自己对比吧。 我从这次摩根大通的报告只看到一个他们始终如一的标的叫做$快手-W(01024)$ ，即使都跌到目标价腰斩了，摩根大通给的目标价仅仅是从$120降到$115，上次没降。 还有，关于摩根大通旗舰中国基金JPMorgan China Fund 一季度大举加仓京东仓位高达1253%。这一共才买了2.12亿美元，非要用一个这么夸张的比例。 桥水大举做多中概股，持仓阿里巴巴8.14亿美元，拼多多1.98亿美元，百度1.5亿美元。看着超多了？但是桥水13F显示的整体持仓规模是248亿美元，中概股全部仓位也就是一个10亿","images":[{"img":"https://static.tigerbbs.com/ad14ee567555f10599747a66a25efb82","width":"2186","height":"1334"},{"img":"https://static.tigerbbs.com/c8638a04c6627b5394f89bbef646a6cb","width":"2164","height":"1328"},{"img":"https://static.tigerbbs.com/801d2cbcd17168ecd249f10ab0c08e33","width":"2136","height":"1386"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615978380","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616727019,"gmtCreate":1652020159931,"gmtModify":1652020159931,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"市场回暖了！","listText":"市场回暖了！","text":"市场回暖了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616727019","isVote":1,"tweetType":1,"viewCount":2020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616837830,"gmtCreate":1651662922562,"gmtModify":1651662922562,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"加油！有进步！","listText":"加油！有进步！","text":"加油！有进步！","images":[{"img":"https://static.tigerbbs.com/dab7aa64222125ad804472ba90f35eb8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616837830","isVote":1,"tweetType":1,"viewCount":2394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":892258510,"gmtCreate":1628667258030,"gmtModify":1628667258030,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"买了就跌，卖了就涨","listText":"买了就跌，卖了就涨","text":"买了就跌，卖了就涨","images":[{"img":"https://static.tigerbbs.com/ddc8a2fa8ba9216675a18c7b65f76ed0","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892258510","isVote":1,"tweetType":1,"viewCount":3109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":152356343,"gmtCreate":1625272303882,"gmtModify":1625272303882,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"老兄啥时候结套啊😱！","listText":"老兄啥时候结套啊😱！","text":"老兄啥时候结套啊😱！","images":[{"img":"https://static.tigerbbs.com/b08110952817cf28dbc9cdebb47ce934","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152356343","isVote":1,"tweetType":1,"viewCount":2684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":158173298,"gmtCreate":1625140872014,"gmtModify":1625141694662,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"小点个赞吧！","listText":"小点个赞吧！","text":"小点个赞吧！","images":[{"img":"https://static.tigerbbs.com/7370f84edb3bfb54e564a327233ad154","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/158173298","isVote":1,"tweetType":1,"viewCount":3328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":166249075,"gmtCreate":1624014268097,"gmtModify":1624014268097,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"看我股仓要满满的！","listText":"看我股仓要满满的！","text":"看我股仓要满满的！","images":[{"img":"https://static.tigerbbs.com/df95895eb72f12a3f4cb3526d3bae038","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166249075","isVote":1,"tweetType":1,"viewCount":3128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":158173298,"gmtCreate":1625140872014,"gmtModify":1625141694662,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"小点个赞吧！","listText":"小点个赞吧！","text":"小点个赞吧！","images":[{"img":"https://static.tigerbbs.com/7370f84edb3bfb54e564a327233ad154","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/158173298","isVote":1,"tweetType":1,"viewCount":3328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":615728033,"gmtCreate":1653221560922,"gmtModify":1653221560922,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"🍎🍎🍎","listText":"🍎🍎🍎","text":"🍎🍎🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/615728033","repostId":"615978380","repostType":1,"repost":{"id":615978380,"gmtCreate":1652763200810,"gmtModify":1652768320023,"author":{"id":"20706277526874","authorId":"20706277526874","name":"哆啦Ella","avatar":"https://static.tigerbbs.com/6c7f85ee38e9332ddf2ebe72a8afd489","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20706277526874","authorIdStr":"20706277526874"},"themes":[],"title":"全面做多中概股？？？别闹，说点事实吧","htmlText":"从昨天开始，好像全世界一致唱多中概股。起因是摩根大通5月16日突然对中国互联网公司“全面看多”，集体上调了中国互联网科技股的评级和目标价（如下图）。摩根大通认为，中国互联网行业正在摆脱各种不确定性，未来头部公司的股价或将超预期上涨。然后，华尔街“顶流”的Q1 13F显示他们都不约而同的抄底中概股，包括摩根大通、桥水、富达、高瓴等。我仔细看了一下大摩的调整目标价，我觉得所谓全面做多，实属夸张，大家应该有印象，3月的时候摩根大通曾一篇中概股不可投资的报道引起多少中概股暴跌，今日“翻供”，期间经历什么事儿？摩根大通被移除金山云回归港股上市的主承销低位。我来对比一下前后两次目标价变化：腾讯、美团、网易是有做多的意思。但是你们看看拼多多，两个月前目标价从$105砍到$23（惊天地板价），现在提升到$55，不提历史高点，就说拼多多今年最高也是70多，那都是跌了脚踝的价格，现在给$55（距离昨天收盘价有45%空间），就能扯着嗓子喊多？ 再看看哔哩哔哩，3月目标价格从$80看到$15（低于当年IPO价格$19），现在提升到IPO发行价$19，就喜极而泣？其他的你们自己对比吧。 我从这次摩根大通的报告只看到一个他们始终如一的标的叫做<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ，即使都跌到目标价腰斩了，摩根大通给的目标价仅仅是从$120降到$115，上次没降。 还有，关于摩根大通旗舰中国基金JPMorgan China Fund 一季度大举加仓京东仓位高达1253%。这一共才买了2.12亿美元，非要用一个这么夸张的比例。 桥水大举做多中概股，持仓阿里巴巴8.14亿美元，拼多多1.98亿美元，百度1.5亿美元。看着超多了？但是桥水13F显示的整体持仓规模是248亿美元，中概股全部仓位也就是一个10亿","listText":"从昨天开始，好像全世界一致唱多中概股。起因是摩根大通5月16日突然对中国互联网公司“全面看多”，集体上调了中国互联网科技股的评级和目标价（如下图）。摩根大通认为，中国互联网行业正在摆脱各种不确定性，未来头部公司的股价或将超预期上涨。然后，华尔街“顶流”的Q1 13F显示他们都不约而同的抄底中概股，包括摩根大通、桥水、富达、高瓴等。我仔细看了一下大摩的调整目标价，我觉得所谓全面做多，实属夸张，大家应该有印象，3月的时候摩根大通曾一篇中概股不可投资的报道引起多少中概股暴跌，今日“翻供”，期间经历什么事儿？摩根大通被移除金山云回归港股上市的主承销低位。我来对比一下前后两次目标价变化：腾讯、美团、网易是有做多的意思。但是你们看看拼多多，两个月前目标价从$105砍到$23（惊天地板价），现在提升到$55，不提历史高点，就说拼多多今年最高也是70多，那都是跌了脚踝的价格，现在给$55（距离昨天收盘价有45%空间），就能扯着嗓子喊多？ 再看看哔哩哔哩，3月目标价格从$80看到$15（低于当年IPO价格$19），现在提升到IPO发行价$19，就喜极而泣？其他的你们自己对比吧。 我从这次摩根大通的报告只看到一个他们始终如一的标的叫做<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> ，即使都跌到目标价腰斩了，摩根大通给的目标价仅仅是从$120降到$115，上次没降。 还有，关于摩根大通旗舰中国基金JPMorgan China Fund 一季度大举加仓京东仓位高达1253%。这一共才买了2.12亿美元，非要用一个这么夸张的比例。 桥水大举做多中概股，持仓阿里巴巴8.14亿美元，拼多多1.98亿美元，百度1.5亿美元。看着超多了？但是桥水13F显示的整体持仓规模是248亿美元，中概股全部仓位也就是一个10亿","text":"从昨天开始，好像全世界一致唱多中概股。起因是摩根大通5月16日突然对中国互联网公司“全面看多”，集体上调了中国互联网科技股的评级和目标价（如下图）。摩根大通认为，中国互联网行业正在摆脱各种不确定性，未来头部公司的股价或将超预期上涨。然后，华尔街“顶流”的Q1 13F显示他们都不约而同的抄底中概股，包括摩根大通、桥水、富达、高瓴等。我仔细看了一下大摩的调整目标价，我觉得所谓全面做多，实属夸张，大家应该有印象，3月的时候摩根大通曾一篇中概股不可投资的报道引起多少中概股暴跌，今日“翻供”，期间经历什么事儿？摩根大通被移除金山云回归港股上市的主承销低位。我来对比一下前后两次目标价变化：腾讯、美团、网易是有做多的意思。但是你们看看拼多多，两个月前目标价从$105砍到$23（惊天地板价），现在提升到$55，不提历史高点，就说拼多多今年最高也是70多，那都是跌了脚踝的价格，现在给$55（距离昨天收盘价有45%空间），就能扯着嗓子喊多？ 再看看哔哩哔哩，3月目标价格从$80看到$15（低于当年IPO价格$19），现在提升到IPO发行价$19，就喜极而泣？其他的你们自己对比吧。 我从这次摩根大通的报告只看到一个他们始终如一的标的叫做$快手-W(01024)$ ，即使都跌到目标价腰斩了，摩根大通给的目标价仅仅是从$120降到$115，上次没降。 还有，关于摩根大通旗舰中国基金JPMorgan China Fund 一季度大举加仓京东仓位高达1253%。这一共才买了2.12亿美元，非要用一个这么夸张的比例。 桥水大举做多中概股，持仓阿里巴巴8.14亿美元，拼多多1.98亿美元，百度1.5亿美元。看着超多了？但是桥水13F显示的整体持仓规模是248亿美元，中概股全部仓位也就是一个10亿","images":[{"img":"https://static.tigerbbs.com/ad14ee567555f10599747a66a25efb82","width":"2186","height":"1334"},{"img":"https://static.tigerbbs.com/c8638a04c6627b5394f89bbef646a6cb","width":"2164","height":"1328"},{"img":"https://static.tigerbbs.com/801d2cbcd17168ecd249f10ab0c08e33","width":"2136","height":"1386"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615978380","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892258510,"gmtCreate":1628667258030,"gmtModify":1628667258030,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"买了就跌，卖了就涨","listText":"买了就跌，卖了就涨","text":"买了就跌，卖了就涨","images":[{"img":"https://static.tigerbbs.com/ddc8a2fa8ba9216675a18c7b65f76ed0","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892258510","isVote":1,"tweetType":1,"viewCount":3109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":667667480,"gmtCreate":1668762983640,"gmtModify":1668762985450,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"重回股市了，","listText":"重回股市了，","text":"重回股市了，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667667480","isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616727019,"gmtCreate":1652020159931,"gmtModify":1652020159931,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"市场回暖了！","listText":"市场回暖了！","text":"市场回暖了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616727019","isVote":1,"tweetType":1,"viewCount":2020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616837830,"gmtCreate":1651662922562,"gmtModify":1651662922562,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"加油！有进步！","listText":"加油！有进步！","text":"加油！有进步！","images":[{"img":"https://static.tigerbbs.com/dab7aa64222125ad804472ba90f35eb8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616837830","isVote":1,"tweetType":1,"viewCount":2394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":152356343,"gmtCreate":1625272303882,"gmtModify":1625272303882,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"老兄啥时候结套啊😱！","listText":"老兄啥时候结套啊😱！","text":"老兄啥时候结套啊😱！","images":[{"img":"https://static.tigerbbs.com/b08110952817cf28dbc9cdebb47ce934","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152356343","isVote":1,"tweetType":1,"viewCount":2684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":166249075,"gmtCreate":1624014268097,"gmtModify":1624014268097,"author":{"id":"3580430887172732","authorId":"3580430887172732","name":"焱焱烈日","avatar":"https://static.tigerbbs.com/8c110d59c2d68b243ea40729ad86a24f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580430887172732","authorIdStr":"3580430887172732"},"themes":[],"htmlText":"看我股仓要满满的！","listText":"看我股仓要满满的！","text":"看我股仓要满满的！","images":[{"img":"https://static.tigerbbs.com/df95895eb72f12a3f4cb3526d3bae038","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166249075","isVote":1,"tweetType":1,"viewCount":3128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}
