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HyunBin

Ri Jung Hyuk

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2022-02-18

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@Iverson:越南股指竟跑赢美股，原来我们输的不只有足球

2022-02-18

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@OptionPlus:如何用期权玩转财报季（6）：连高盛都推荐跨式期权了！

2022-02-18

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@OptionPlus:盘整半年，中概股的机会在哪里？

2022-02-18

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@价值投资为王:英伟达还是败给了四季报！

2022-02-18

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@价值投资为王:昔日明星股，今朝脚环斩，抄底之后是会所嫩模还是下海干活？

2022-02-17

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@OptionPlus:盘整半年，中概股的机会在哪里？

2022-02-17

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@科记汇新媒体:在崇礼，每天第一个滑雪的人

2022-02-17

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@转炒新能源:$蔚来(NIO)$短短6小时，几万评论，几乎全是骂。。。。。。这也太惨了吧，这是好事还是坏事？

2022-02-17

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@SCLOW:Asia stocks rally as fears of Russia invading Ukraine wane

2022-02-17

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@科记汇新媒体:在崇礼，每天第一个滑雪的人

2022-02-16

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@Iverson:越南股指竟跑赢美股，原来我们输的不只有足球

2022-02-16

Great ariticle, would you like to share it?

@OptionPlus:如何用期权玩转财报季（6）：连高盛都推荐跨式期权了！

2022-02-16

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@OptionPlus:盘整半年，中概股的机会在哪里？

2022-02-13

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@Buy_Sell:🔥【2月11日】通胀爆表！美股集体收跌，今天买点啥

2022-02-13

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@vyaya:$Meta Platforms, Inc.(FB)$My good friend is working in Facebook, all Going well inside their office

if not afraid - buy

2022-02-13

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@许亚鑫:通胀爆表，创1982年以来的新高！

2022-02-11

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@期权小班长:了解华尔街的小套路，少亏钱。

2022-02-11

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@zhuzhu518:$NVIDIA Corp(NVDA)$ 一代芯皇终于重新崛起了!

2022-02-11

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@Buy_Sell:🔥【2月10日】美股继续大爆发，热门中概收盘普涨，今天买点啥

2022-02-10

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回看过去五年（2017-2021），能跑赢美指的并不多见，越南胡志明指数就是其中一个。期间，美股标普500指数上涨112%，越南胡志明指数VNINDEX上涨129%，而上证指数5年间只涨了可怜的17.2%。 越南是东南亚最有发展前景的国家之一。过去几年，人口红利、政策红利吸引中国等其他国家在越南设厂，带动该国经济持续高增长（GDP增速在6%-7%之间），企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长，吸引了大量增量资金进入，使得越南胡志明指数领涨全球的新兴市场。 那么作为散户，如何享受越南高增长红利，更好的投资越南呢？最好的办法就是直接购买指数ETF。 虽然还有一些其他新兴市场ETF也持有少量越南股票，但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM)，VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index，该指数反映了在越南运营的最大、流动性最强的公司的业绩。 VNM是一种多头ETF，投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司，但这些公司至少有50%的收入来自越南。其中，大约超过三分之二公司注册在越南，另外20%的注册在韩国。房地产行业在该基金中所占比重最大，接近净资产的28%。该基金遵循混合策略，投资于成长和价值股。 值得注意的是，这里的MVIS越南指数是由摩根士丹利编制","listText":"关键的世界杯12强赛，世界排名第74的中国遭遇到世界排名第98的越南，原本是一场非赢不可的比赛，很难相信最终比分会定格在1：3，中国队完败。 中越一役又一次揭露了20多年来中国足球的现状：瘫痪的青训，薄弱的青少年基础，全国不到一万的注册运动员，以及身边屈指可数的足球场。 赛后，知名足球解说刘建宏的一段话被热传，暗讽不仅足球输了，股指在这几年也跑输越南。那一天，中国足球与暴跌的A股“交相辉映”。 回看过去五年（2017-2021），能跑赢美指的并不多见，越南胡志明指数就是其中一个。期间，美股标普500指数上涨112%，越南胡志明指数VNINDEX上涨129%，而上证指数5年间只涨了可怜的17.2%。 越南是东南亚最有发展前景的国家之一。过去几年，人口红利、政策红利吸引中国等其他国家在越南设厂，带动该国经济持续高增长（GDP增速在6%-7%之间），企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长，吸引了大量增量资金进入，使得越南胡志明指数领涨全球的新兴市场。 那么作为散户，如何享受越南高增长红利，更好的投资越南呢？最好的办法就是直接购买指数ETF。 虽然还有一些其他新兴市场ETF也持有少量越南股票，但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM)，VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index，该指数反映了在越南运营的最大、流动性最强的公司的业绩。 VNM是一种多头ETF，投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司，但这些公司至少有50%的收入来自越南。其中，大约超过三分之二公司注册在越南，另外20%的注册在韩国。房地产行业在该基金中所占比重最大，接近净资产的28%。该基金遵循混合策略，投资于成长和价值股。 值得注意的是，这里的MVIS越南指数是由摩根士丹利编制","text":"关键的世界杯12强赛，世界排名第74的中国遭遇到世界排名第98的越南，原本是一场非赢不可的比赛，很难相信最终比分会定格在1：3，中国队完败。 中越一役又一次揭露了20多年来中国足球的现状：瘫痪的青训，薄弱的青少年基础，全国不到一万的注册运动员，以及身边屈指可数的足球场。 赛后，知名足球解说刘建宏的一段话被热传，暗讽不仅足球输了，股指在这几年也跑输越南。那一天，中国足球与暴跌的A股“交相辉映”。 回看过去五年（2017-2021），能跑赢美指的并不多见，越南胡志明指数就是其中一个。期间，美股标普500指数上涨112%，越南胡志明指数VNINDEX上涨129%，而上证指数5年间只涨了可怜的17.2%。 越南是东南亚最有发展前景的国家之一。过去几年，人口红利、政策红利吸引中国等其他国家在越南设厂，带动该国经济持续高增长（GDP增速在6%-7%之间），企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长，吸引了大量增量资金进入，使得越南胡志明指数领涨全球的新兴市场。 那么作为散户，如何享受越南高增长红利，更好的投资越南呢？最好的办法就是直接购买指数ETF。 虽然还有一些其他新兴市场ETF也持有少量越南股票，但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM)，VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index，该指数反映了在越南运营的最大、流动性最强的公司的业绩。 VNM是一种多头ETF，投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司，但这些公司至少有50%的收入来自越南。其中，大约超过三分之二公司注册在越南，另外20%的注册在韩国。房地产行业在该基金中所占比重最大，接近净资产的28%。该基金遵循混合策略，投资于成长和价值股。 值得注意的是，这里的MVIS越南指数是由摩根士丹利编制","images":[{"img":"https://static.tigerbbs.com/4ecf442343528d35f57db9d5ea884c67","width":"828","height":"615"},{"img":"https://static.tigerbbs.com/fa3b17eaf48f8494613c71f2893ac330","width":"562","height":"375"},{"img":"https://static.tigerbbs.com/152c4a23493bc50d3fb1803091c37c66","width":"669","height":"457"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633739070","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638865623,"gmtCreate":1645178503342,"gmtModify":1645178503663,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638865623","repostId":"633536939","repostType":1,"repost":{"id":633536939,"gmtCreate":1644213704969,"gmtModify":1644239700327,"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":"如何用期权玩转财报季（6）：连高盛都推荐跨式期权了！","htmlText":"从过去两周的财报表现可以很清晰的看到这个财报季个股产生剧烈的单日波动，这种时候，跨式期权成为最适合的策略，无论财报后方向是涨是跌，交易者可以从暴涨暴跌中获益。跨式期权非常普遍被运用于赌财报，因为这是一个无方向性策略，同时买call和put，无论股价涨跌，只幅度足够大，就可以用一边的收益覆盖两边的成本并赚额外的收益，本次财报季的极端波动就特别适合做跨式期权。 我在 <a href=\"https://laohu8.com/TW/694622763\" target=\"_blank\">如何用期权玩转财报季（5）：跨式期权还可以这么做？</a> 中介绍过跨式的两种Straddle 和 Strangle： Straddle通常被称为马鞍式，指的是买行权价和到期日都相同的call 和 put的组合，行权价通常取接近现价（ATM）。这种策略最大优势是不判断方向只赌波动大，也就是需要正股波动足够大使得一边的收益大于两边的成本，风险是正股价格波动不大，无法抵消购买两份期权的成本。 Strangle是异价跨式期权，也是宽跨式。跟Straddle的区别是，它是买行权价不同，但到期日一样的的call和put的组合，行权价通常是价外（OTM)。在价格突破（不管涨破还是跌破）某一区间时可以获利，也是赌波动率，适用于正股价格波动非常大的股票，典型的是成长股、科技股。 小型成长股财报后的大波动往往是意料之中的事，但上周大型科技股如亚马逊FB谷歌的波动冲击非常让人意外，这使得很多人开始押注跨式，我看高盛的衍生品研究员Vishal Vivek上周的报告称： \"The higher-than-normal moves have driven up the profitability of buying straddles around earnings. Buying the closest to at","listText":"从过去两周的财报表现可以很清晰的看到这个财报季个股产生剧烈的单日波动，这种时候，跨式期权成为最适合的策略，无论财报后方向是涨是跌，交易者可以从暴涨暴跌中获益。跨式期权非常普遍被运用于赌财报，因为这是一个无方向性策略，同时买call和put，无论股价涨跌，只幅度足够大，就可以用一边的收益覆盖两边的成本并赚额外的收益，本次财报季的极端波动就特别适合做跨式期权。 我在 <a href=\"https://laohu8.com/TW/694622763\" target=\"_blank\">如何用期权玩转财报季（5）：跨式期权还可以这么做？</a> 中介绍过跨式的两种Straddle 和 Strangle： Straddle通常被称为马鞍式，指的是买行权价和到期日都相同的call 和 put的组合，行权价通常取接近现价（ATM）。这种策略最大优势是不判断方向只赌波动大，也就是需要正股波动足够大使得一边的收益大于两边的成本，风险是正股价格波动不大，无法抵消购买两份期权的成本。 Strangle是异价跨式期权，也是宽跨式。跟Straddle的区别是，它是买行权价不同，但到期日一样的的call和put的组合，行权价通常是价外（OTM)。在价格突破（不管涨破还是跌破）某一区间时可以获利，也是赌波动率，适用于正股价格波动非常大的股票，典型的是成长股、科技股。 小型成长股财报后的大波动往往是意料之中的事，但上周大型科技股如亚马逊FB谷歌的波动冲击非常让人意外，这使得很多人开始押注跨式，我看高盛的衍生品研究员Vishal Vivek上周的报告称： \"The higher-than-normal moves have driven up the profitability of buying straddles around earnings. Buying the closest to at","text":"从过去两周的财报表现可以很清晰的看到这个财报季个股产生剧烈的单日波动，这种时候，跨式期权成为最适合的策略，无论财报后方向是涨是跌，交易者可以从暴涨暴跌中获益。跨式期权非常普遍被运用于赌财报，因为这是一个无方向性策略，同时买call和put，无论股价涨跌，只幅度足够大，就可以用一边的收益覆盖两边的成本并赚额外的收益，本次财报季的极端波动就特别适合做跨式期权。 我在 如何用期权玩转财报季（5）：跨式期权还可以这么做？ 中介绍过跨式的两种Straddle 和 Strangle： Straddle通常被称为马鞍式，指的是买行权价和到期日都相同的call 和 put的组合，行权价通常取接近现价（ATM）。这种策略最大优势是不判断方向只赌波动大，也就是需要正股波动足够大使得一边的收益大于两边的成本，风险是正股价格波动不大，无法抵消购买两份期权的成本。 Strangle是异价跨式期权，也是宽跨式。跟Straddle的区别是，它是买行权价不同，但到期日一样的的call和put的组合，行权价通常是价外（OTM)。在价格突破（不管涨破还是跌破）某一区间时可以获利，也是赌波动率，适用于正股价格波动非常大的股票，典型的是成长股、科技股。 小型成长股财报后的大波动往往是意料之中的事，但上周大型科技股如亚马逊FB谷歌的波动冲击非常让人意外，这使得很多人开始押注跨式，我看高盛的衍生品研究员Vishal Vivek上周的报告称： \"The higher-than-normal moves have driven up the profitability of buying straddles around earnings. Buying the closest to at","images":[{"img":"https://static.tigerbbs.com/07515ab57889a70fa36fc947b1292195","width":"2136","height":"1314"},{"img":"https://static.tigerbbs.com/cf257ffd2638636e773ed8fb6b93f41e","width":"2154","height":"1330"},{"img":"https://static.tigerbbs.com/a951a9a5cead9cc55f5a753128a349e4","width":"1392","height":"550"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633536939","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638865884,"gmtCreate":1645178497271,"gmtModify":1645178497659,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638865884","repostId":"631012977","repostType":1,"repost":{"id":631012977,"gmtCreate":1644383580239,"gmtModify":1644393140665,"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":"盘整半年，中概股的机会在哪里？","htmlText":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 趋势太差，弃。<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","listText":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 趋势太差，弃。<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","text":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 $腾讯控股(00700)$ 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。$美团-W(03690)$ 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。$小米集团-W(01810)$ 趋势太差，弃。$快手-W(01024)$ 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","images":[{"img":"https://static.tigerbbs.com/b630304dc04a6f7aa7cbf66a4f6d3891","width":"2188","height":"1312"},{"img":"https://static.tigerbbs.com/53f6bf94ebd3e0262227fee2b646fdb3","width":"2130","height":"1348"},{"img":"https://static.tigerbbs.com/1543e50b1d64636abaf7ad1a08985d6b","width":"2202","height":"1552"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631012977","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638865383,"gmtCreate":1645178476267,"gmtModify":1645178476681,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638865383","repostId":"638393123","repostType":1,"repost":{"id":638393123,"gmtCreate":1645070163939,"gmtModify":1645139101181,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"英伟达还是败给了四季报！","htmlText":"不出所料，英伟达四季报再次超预期。然而，也正如我在财报前瞻《<a href=\"https://www.laohu8.com/post/631515211\" target=\"_blank\">收购告吹、估值高企，英伟达Q4财报恐难逆转下跌趋势！</a>》中的预测，超预期财报发布之后，英伟达股价还是跌了！事后，很多投资者射箭画靶，认为是游戏业务增速下滑、支付ARM巨额违约款导致盘后股价下跌了2.68%。实际上，在全球PC销量放缓之下，游戏业务的增速已属亮眼，违约款更是在财报披露前已为市场所熟知。导致英伟达盘后股价下跌的唯一原因还是美联储加息之下，高高在上的估值感受到了巨大压力。以下是具体的分析：根据英伟达的四季报，四季度营收达到76.4亿美元，高于公司给出的74亿美元指引，也大大超出彭博分析师一致预期的74.07亿。四季度营收同比增速达到52.8%，这是英伟达连续6个季度创下50%以上的营收增速，考虑到当下的收入规模，这样的成绩，在英伟达历史上绝无仅有！从营收构成上看，四季度游戏业务营收34.2亿美元，同比增长37%，较三季度时41.8%的同比增速继续下滑。游戏业务中包含了部分显卡被用于挖矿，管理层并不清楚具体的比例。从比特币价格走势上看，见顶时间在11月中旬，而英伟达四季报囊括的时间是11月1日-次年1月30日，这次季报完全承受了比特币价格暴跌的影响。四季度，英伟达用于挖矿的处理器销售额为2400万美元，而三季度时是1.05亿美元。即使遭遇加密货币的不利影响，游戏业务仍取得同比37%的增长为之不易。另一个重要业务是数据中心，四季度营收32.6亿美元，同比大增71.5%，增速远高于三季度时的54.5%，是本次财报超预期的主要推手。数据中心业务表现亮眼不难预测，即使业绩最拉胯的英特尔，也在四季度实现数据中心同比19.7%的增长，何况更强势的英伟达。按照数据中心的发展态势，2023财","listText":"不出所料，英伟达四季报再次超预期。然而，也正如我在财报前瞻《<a href=\"https://www.laohu8.com/post/631515211\" target=\"_blank\">收购告吹、估值高企，英伟达Q4财报恐难逆转下跌趋势！</a>》中的预测，超预期财报发布之后，英伟达股价还是跌了！事后，很多投资者射箭画靶，认为是游戏业务增速下滑、支付ARM巨额违约款导致盘后股价下跌了2.68%。实际上，在全球PC销量放缓之下，游戏业务的增速已属亮眼，违约款更是在财报披露前已为市场所熟知。导致英伟达盘后股价下跌的唯一原因还是美联储加息之下，高高在上的估值感受到了巨大压力。以下是具体的分析：根据英伟达的四季报，四季度营收达到76.4亿美元，高于公司给出的74亿美元指引，也大大超出彭博分析师一致预期的74.07亿。四季度营收同比增速达到52.8%，这是英伟达连续6个季度创下50%以上的营收增速，考虑到当下的收入规模，这样的成绩，在英伟达历史上绝无仅有！从营收构成上看，四季度游戏业务营收34.2亿美元，同比增长37%，较三季度时41.8%的同比增速继续下滑。游戏业务中包含了部分显卡被用于挖矿，管理层并不清楚具体的比例。从比特币价格走势上看，见顶时间在11月中旬，而英伟达四季报囊括的时间是11月1日-次年1月30日，这次季报完全承受了比特币价格暴跌的影响。四季度，英伟达用于挖矿的处理器销售额为2400万美元，而三季度时是1.05亿美元。即使遭遇加密货币的不利影响，游戏业务仍取得同比37%的增长为之不易。另一个重要业务是数据中心，四季度营收32.6亿美元，同比大增71.5%，增速远高于三季度时的54.5%，是本次财报超预期的主要推手。数据中心业务表现亮眼不难预测，即使业绩最拉胯的英特尔，也在四季度实现数据中心同比19.7%的增长，何况更强势的英伟达。按照数据中心的发展态势，2023财","text":"不出所料，英伟达四季报再次超预期。然而，也正如我在财报前瞻《收购告吹、估值高企，英伟达Q4财报恐难逆转下跌趋势！》中的预测，超预期财报发布之后，英伟达股价还是跌了！事后，很多投资者射箭画靶，认为是游戏业务增速下滑、支付ARM巨额违约款导致盘后股价下跌了2.68%。实际上，在全球PC销量放缓之下，游戏业务的增速已属亮眼，违约款更是在财报披露前已为市场所熟知。导致英伟达盘后股价下跌的唯一原因还是美联储加息之下，高高在上的估值感受到了巨大压力。以下是具体的分析：根据英伟达的四季报，四季度营收达到76.4亿美元，高于公司给出的74亿美元指引，也大大超出彭博分析师一致预期的74.07亿。四季度营收同比增速达到52.8%，这是英伟达连续6个季度创下50%以上的营收增速，考虑到当下的收入规模，这样的成绩，在英伟达历史上绝无仅有！从营收构成上看，四季度游戏业务营收34.2亿美元，同比增长37%，较三季度时41.8%的同比增速继续下滑。游戏业务中包含了部分显卡被用于挖矿，管理层并不清楚具体的比例。从比特币价格走势上看，见顶时间在11月中旬，而英伟达四季报囊括的时间是11月1日-次年1月30日，这次季报完全承受了比特币价格暴跌的影响。四季度，英伟达用于挖矿的处理器销售额为2400万美元，而三季度时是1.05亿美元。即使遭遇加密货币的不利影响，游戏业务仍取得同比37%的增长为之不易。另一个重要业务是数据中心，四季度营收32.6亿美元，同比大增71.5%，增速远高于三季度时的54.5%，是本次财报超预期的主要推手。数据中心业务表现亮眼不难预测，即使业绩最拉胯的英特尔，也在四季度实现数据中心同比19.7%的增长，何况更强势的英伟达。按照数据中心的发展态势，2023财","images":[{"img":"https://static.tigerbbs.com/d8772580b22e6b9cf70618760b54b598","width":"632","height":"295"},{"img":"https://static.tigerbbs.com/a300aee127f29a749ab25337e08be10c","width":"632","height":"317"},{"img":"https://static.tigerbbs.com/ab7b627b0212c2efd449e4cb67c130b0","width":"632","height":"342"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638393123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638865930,"gmtCreate":1645178467845,"gmtModify":1645178468263,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638865930","repostId":"638814703","repostType":1,"repost":{"id":638814703,"gmtCreate":1645173329319,"gmtModify":1645185872668,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"昔日明星股，今朝脚环斩，抄底之后是会所嫩模还是下海干活？","htmlText":"眼见他起高楼，眼见他宴宾客，眼见他楼塌了！这句段子用来形容zoom最近2年的变化再形象不过了。在疫情爆发之后，zoom的股价暴涨了500%，股价一度触及588.8的高价，而到目前，每股价格只有129美元，下跌幅度高达77%，可谓是脚环斩！当下的价格逼近2020年3月疫情刚刚爆发之时，对于这样一家明星股，当下的价格是否值得抄底？复盘一下zoom的业绩和估值情况，你应该会得到答案。先来看业绩，受益于疫情爆发，居家办公和线上会议需求大爆发，zoom刚上市不久便迎来天大的利好。从收入上看，疫情爆发之后，zoom的业绩有明显提速，单季营收增速曾高达369%：然而，好景不长，2021年一季度（自然年，对应zoom22财年一季度），zoom的营收增速下滑至191%，随后，增速逐季下滑，预计去年四季度的营收增速只有可伶的19%。当zoom顺风顺水的时候，市场预期非常乐观，估值一度给到了120倍市销率，而如今，成长神话破灭，乐观预期落空，股价只能用脚环斩来回应了。即使暴跌了77%，用市销率看，zoom估值依然高达9.7倍，市盈率视角下是37倍。2023财年，彭博分析师预计zoom的营收增速为16.5%，这样的增速匹配37倍的市盈率、9.7倍的市销率，似乎依然不便宜！随着欧美各国放宽疫情管制，未来工作回归线下，zoom高增长的时代一去不复返，在平淡的日子里，对估值的要求可能更加苛刻！<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>&nbsp;","listText":"眼见他起高楼，眼见他宴宾客，眼见他楼塌了！这句段子用来形容zoom最近2年的变化再形象不过了。在疫情爆发之后，zoom的股价暴涨了500%，股价一度触及588.8的高价，而到目前，每股价格只有129美元，下跌幅度高达77%，可谓是脚环斩！当下的价格逼近2020年3月疫情刚刚爆发之时，对于这样一家明星股，当下的价格是否值得抄底？复盘一下zoom的业绩和估值情况，你应该会得到答案。先来看业绩，受益于疫情爆发，居家办公和线上会议需求大爆发，zoom刚上市不久便迎来天大的利好。从收入上看，疫情爆发之后，zoom的业绩有明显提速，单季营收增速曾高达369%：然而，好景不长，2021年一季度（自然年，对应zoom22财年一季度），zoom的营收增速下滑至191%，随后，增速逐季下滑，预计去年四季度的营收增速只有可伶的19%。当zoom顺风顺水的时候，市场预期非常乐观，估值一度给到了120倍市销率，而如今，成长神话破灭，乐观预期落空，股价只能用脚环斩来回应了。即使暴跌了77%，用市销率看，zoom估值依然高达9.7倍，市盈率视角下是37倍。2023财年，彭博分析师预计zoom的营收增速为16.5%，这样的增速匹配37倍的市盈率、9.7倍的市销率，似乎依然不便宜！随着欧美各国放宽疫情管制，未来工作回归线下，zoom高增长的时代一去不复返，在平淡的日子里，对估值的要求可能更加苛刻！<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>&nbsp;","text":"眼见他起高楼，眼见他宴宾客，眼见他楼塌了！这句段子用来形容zoom最近2年的变化再形象不过了。在疫情爆发之后，zoom的股价暴涨了500%，股价一度触及588.8的高价，而到目前，每股价格只有129美元，下跌幅度高达77%，可谓是脚环斩！当下的价格逼近2020年3月疫情刚刚爆发之时，对于这样一家明星股，当下的价格是否值得抄底？复盘一下zoom的业绩和估值情况，你应该会得到答案。先来看业绩，受益于疫情爆发，居家办公和线上会议需求大爆发，zoom刚上市不久便迎来天大的利好。从收入上看，疫情爆发之后，zoom的业绩有明显提速，单季营收增速曾高达369%：然而，好景不长，2021年一季度（自然年，对应zoom22财年一季度），zoom的营收增速下滑至191%，随后，增速逐季下滑，预计去年四季度的营收增速只有可伶的19%。当zoom顺风顺水的时候，市场预期非常乐观，估值一度给到了120倍市销率，而如今，成长神话破灭，乐观预期落空，股价只能用脚环斩来回应了。即使暴跌了77%，用市销率看，zoom估值依然高达9.7倍，市盈率视角下是37倍。2023财年，彭博分析师预计zoom的营收增速为16.5%，这样的增速匹配37倍的市盈率、9.7倍的市销率，似乎依然不便宜！随着欧美各国放宽疫情管制，未来工作回归线下，zoom高增长的时代一去不复返，在平淡的日子里，对估值的要求可能更加苛刻！$Zoom(ZM)$","images":[{"img":"https://static.tigerbbs.com/b7816d7a852c205060fb719419ce81c1","width":"632","height":"322"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638814703","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638107142,"gmtCreate":1645106803917,"gmtModify":1645106804274,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638107142","repostId":"631012977","repostType":1,"repost":{"id":631012977,"gmtCreate":1644383580239,"gmtModify":1644393140665,"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":"盘整半年，中概股的机会在哪里？","htmlText":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 趋势太差，弃。<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","listText":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 趋势太差，弃。<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","text":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 $腾讯控股(00700)$ 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。$美团-W(03690)$ 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。$小米集团-W(01810)$ 趋势太差，弃。$快手-W(01024)$ 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","images":[{"img":"https://static.tigerbbs.com/b630304dc04a6f7aa7cbf66a4f6d3891","width":"2188","height":"1312"},{"img":"https://static.tigerbbs.com/53f6bf94ebd3e0262227fee2b646fdb3","width":"2130","height":"1348"},{"img":"https://static.tigerbbs.com/1543e50b1d64636abaf7ad1a08985d6b","width":"2202","height":"1552"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631012977","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638107005,"gmtCreate":1645106775902,"gmtModify":1645106776228,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638107005","repostId":"638379350","repostType":1,"repost":{"id":638379350,"gmtCreate":1645098703163,"gmtModify":1645098895513,"author":{"id":"3521844918918291","authorId":"3521844918918291","name":"科记汇新媒体","avatar":"https://static.tigerbbs.com/36f590ce20fb38a9e01ca45737e0a0fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521844918918291","authorIdStr":"3521844918918291"},"themes":[],"title":"在崇礼，每天第一个滑雪的人","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>&nbsp;雪场，每天“顶门（指在雪地营业前就赶到，等大门一开就马上冲进去滑第一趟雪）”的人，大多是五、六十岁，退休在家的大爷。直到小龙出现，这样的局面被打破了。刚到崇礼，小龙和朋友们每天相约一起去雪场，但他总比别人起得早。渐渐地，为了不让朋友们“耽误”自己，在第13天，他决定不等了，自己去滑雪场，做“第一人”。直到现在，他已经连续滑雪463天，每天都是第一个人上雪场。他说，“自己不能离开雪场超过24小时”。2月13日，河北下雪了。保定七山滑雪场内，大片的雪花飘落在山上，早上7点25分，第一个到达山顶的滑雪者——小龙，已经站在了登山缆车前。小龙拿着他的小老鼠图案滑雪板，正对着镜头拍当天的打卡视频，“带着小老鼠，去玩啦！”一口“港普”带着独有的欢乐感。全长1.6公里的中级雪道刚被压雪机压过，像平整干净的面条，滑上这种还没被破坏的“面条雪”，会留下丝滑的印痕，因此雪友们都会尽可能早地来到雪场“顶门”。此刻，小龙正踩着单板，飞驰而下。每个早晨，这里都能短暂地成为他的私人雪场。“每天第一个人！”图源小龙快手@每天第一个人【滑呗联盟】一个多小时后，雪场的入口处已经排起了长队。大雪天吸引了比平时更多的人，除了雪天更适合拍照，还因为降雪会让雪道上浮着几厘米的粉状雪。“粉雪”是滑雪爱好者们的最爱，滑起来会更舒适顺畅，还能在滑行时带起飞扬的雪花。下午三点半，从“日场第一趟滑到最后一趟”的小龙走下末班缆车，完成今天的最后一次滑行。这是他在滑雪场连续打卡的第462天，每一天，他都是到达雪场的第一个人。图为小龙的打卡视频，他的快手名上写着“每天第一个人”。小龙叫黄伟龙，香港人，从小几乎没有见过雪。第一次接触滑雪是在2016年，他和朋友去日本玩，在北海道知名的二","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>&nbsp;雪场，每天“顶门（指在雪地营业前就赶到，等大门一开就马上冲进去滑第一趟雪）”的人，大多是五、六十岁，退休在家的大爷。直到小龙出现，这样的局面被打破了。刚到崇礼，小龙和朋友们每天相约一起去雪场，但他总比别人起得早。渐渐地，为了不让朋友们“耽误”自己，在第13天，他决定不等了，自己去滑雪场，做“第一人”。直到现在，他已经连续滑雪463天，每天都是第一个人上雪场。他说，“自己不能离开雪场超过24小时”。2月13日，河北下雪了。保定七山滑雪场内，大片的雪花飘落在山上，早上7点25分，第一个到达山顶的滑雪者——小龙，已经站在了登山缆车前。小龙拿着他的小老鼠图案滑雪板，正对着镜头拍当天的打卡视频，“带着小老鼠，去玩啦！”一口“港普”带着独有的欢乐感。全长1.6公里的中级雪道刚被压雪机压过，像平整干净的面条，滑上这种还没被破坏的“面条雪”，会留下丝滑的印痕，因此雪友们都会尽可能早地来到雪场“顶门”。此刻，小龙正踩着单板，飞驰而下。每个早晨，这里都能短暂地成为他的私人雪场。“每天第一个人！”图源小龙快手@每天第一个人【滑呗联盟】一个多小时后，雪场的入口处已经排起了长队。大雪天吸引了比平时更多的人，除了雪天更适合拍照，还因为降雪会让雪道上浮着几厘米的粉状雪。“粉雪”是滑雪爱好者们的最爱，滑起来会更舒适顺畅，还能在滑行时带起飞扬的雪花。下午三点半，从“日场第一趟滑到最后一趟”的小龙走下末班缆车，完成今天的最后一次滑行。这是他在滑雪场连续打卡的第462天，每一天，他都是到达雪场的第一个人。图为小龙的打卡视频，他的快手名上写着“每天第一个人”。小龙叫黄伟龙，香港人，从小几乎没有见过雪。第一次接触滑雪是在2016年，他和朋友去日本玩，在北海道知名的二","text":"$快手-W(01024)$ 雪场，每天“顶门（指在雪地营业前就赶到，等大门一开就马上冲进去滑第一趟雪）”的人，大多是五、六十岁，退休在家的大爷。直到小龙出现，这样的局面被打破了。刚到崇礼，小龙和朋友们每天相约一起去雪场，但他总比别人起得早。渐渐地，为了不让朋友们“耽误”自己，在第13天，他决定不等了，自己去滑雪场，做“第一人”。直到现在，他已经连续滑雪463天，每天都是第一个人上雪场。他说，“自己不能离开雪场超过24小时”。2月13日，河北下雪了。保定七山滑雪场内，大片的雪花飘落在山上，早上7点25分，第一个到达山顶的滑雪者——小龙，已经站在了登山缆车前。小龙拿着他的小老鼠图案滑雪板，正对着镜头拍当天的打卡视频，“带着小老鼠，去玩啦！”一口“港普”带着独有的欢乐感。全长1.6公里的中级雪道刚被压雪机压过，像平整干净的面条，滑上这种还没被破坏的“面条雪”，会留下丝滑的印痕，因此雪友们都会尽可能早地来到雪场“顶门”。此刻，小龙正踩着单板，飞驰而下。每个早晨，这里都能短暂地成为他的私人雪场。“每天第一个人！”图源小龙快手@每天第一个人【滑呗联盟】一个多小时后，雪场的入口处已经排起了长队。大雪天吸引了比平时更多的人，除了雪天更适合拍照，还因为降雪会让雪道上浮着几厘米的粉状雪。“粉雪”是滑雪爱好者们的最爱，滑起来会更舒适顺畅，还能在滑行时带起飞扬的雪花。下午三点半，从“日场第一趟滑到最后一趟”的小龙走下末班缆车，完成今天的最后一次滑行。这是他在滑雪场连续打卡的第462天，每一天，他都是到达雪场的第一个人。图为小龙的打卡视频，他的快手名上写着“每天第一个人”。小龙叫黄伟龙，香港人，从小几乎没有见过雪。第一次接触滑雪是在2016年，他和朋友去日本玩，在北海道知名的二","images":[{"img":"https://static.tigerbbs.com/d51ab96fd99f8ebf1e4e2ec66beb960e","width":"480","height":"266"},{"img":"https://static.tigerbbs.com/640704136962cc096625816250e3450c","width":"320","height":"372"},{"img":"https://static.tigerbbs.com/1bca69fd2e6ae2479bd011f4c8cc9de0","width":"632","height":"1014"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638379350","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638104548,"gmtCreate":1645106729345,"gmtModify":1645106729695,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638104548","repostId":"631655367","repostType":1,"repost":{"id":631655367,"gmtCreate":1644695272401,"gmtModify":1644981221374,"author":{"id":"3562812942260421","authorId":"3562812942260421","name":"转炒新能源","avatar":"https://static.tigerbbs.com/27b060fcc9e6652c730cf2f02067fc75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562812942260421","authorIdStr":"3562812942260421"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>短短6小时，几万评论，几乎全是骂。。。。。。这也太惨了吧，这是好事还是坏事？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>短短6小时，几万评论，几乎全是骂。。。。。。这也太惨了吧，这是好事还是坏事？","text":"$蔚来(NIO)$短短6小时，几万评论，几乎全是骂。。。。。。这也太惨了吧，这是好事还是坏事？","images":[{"img":"https://static.tigerbbs.com/abdb03ea779b8fa4c72741576cd177a5","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631655367","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638104651,"gmtCreate":1645106714499,"gmtModify":1645106714926,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638104651","repostId":"638041169","repostType":1,"repost":{"id":638041169,"gmtCreate":1645002723581,"gmtModify":1645118107542,"author":{"id":"3572034257249930","authorId":"3572034257249930","name":"SCLOW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572034257249930","authorIdStr":"3572034257249930"},"themes":[],"title":"Asia stocks rally as fears of Russia invading Ukraine wane","htmlText":"Asian shares rallied on Wednesday as fears of a Russian invasion of the Ukraine this week dissipated after Moscow indicated it was returning some troops to base in an apparent de-escalation, delivering investors a measure of relief. The tension between world powers over the Ukraine situation, which has developed into one of the deepest crises in East-West relations for decades, has been front-and-centre of investors' minds. But while the immediate risk of a flare-up in tensions over Ukraine waned, some market watchers warned that save-haven assets could find a renewed bid in the case of new escalations over the conflict. There seems to be a growing belief that (Russian President Vladimir) Putin is leaning on a diplomatic solution and the market has walked back some positioning placed for","listText":"Asian shares rallied on Wednesday as fears of a Russian invasion of the Ukraine this week dissipated after Moscow indicated it was returning some troops to base in an apparent de-escalation, delivering investors a measure of relief. The tension between world powers over the Ukraine situation, which has developed into one of the deepest crises in East-West relations for decades, has been front-and-centre of investors' minds. But while the immediate risk of a flare-up in tensions over Ukraine waned, some market watchers warned that save-haven assets could find a renewed bid in the case of new escalations over the conflict. There seems to be a growing belief that (Russian President Vladimir) Putin is leaning on a diplomatic solution and the market has walked back some positioning placed for","text":"Asian shares rallied on Wednesday as fears of a Russian invasion of the Ukraine this week dissipated after Moscow indicated it was returning some troops to base in an apparent de-escalation, delivering investors a measure of relief. The tension between world powers over the Ukraine situation, which has developed into one of the deepest crises in East-West relations for decades, has been front-and-centre of investors' minds. But while the immediate risk of a flare-up in tensions over Ukraine waned, some market watchers warned that save-haven assets could find a renewed bid in the case of new escalations over the conflict. There seems to be a growing belief that (Russian President Vladimir) Putin is leaning on a diplomatic solution and the market has walked back some positioning placed for","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638041169","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638104895,"gmtCreate":1645106708529,"gmtModify":1645106708903,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638104895","repostId":"638379350","repostType":1,"repost":{"id":638379350,"gmtCreate":1645098703163,"gmtModify":1645098895513,"author":{"id":"3521844918918291","authorId":"3521844918918291","name":"科记汇新媒体","avatar":"https://static.tigerbbs.com/36f590ce20fb38a9e01ca45737e0a0fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521844918918291","authorIdStr":"3521844918918291"},"themes":[],"title":"在崇礼，每天第一个滑雪的人","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>&nbsp;雪场，每天“顶门（指在雪地营业前就赶到，等大门一开就马上冲进去滑第一趟雪）”的人，大多是五、六十岁，退休在家的大爷。直到小龙出现，这样的局面被打破了。刚到崇礼，小龙和朋友们每天相约一起去雪场，但他总比别人起得早。渐渐地，为了不让朋友们“耽误”自己，在第13天，他决定不等了，自己去滑雪场，做“第一人”。直到现在，他已经连续滑雪463天，每天都是第一个人上雪场。他说，“自己不能离开雪场超过24小时”。2月13日，河北下雪了。保定七山滑雪场内，大片的雪花飘落在山上，早上7点25分，第一个到达山顶的滑雪者——小龙，已经站在了登山缆车前。小龙拿着他的小老鼠图案滑雪板，正对着镜头拍当天的打卡视频，“带着小老鼠，去玩啦！”一口“港普”带着独有的欢乐感。全长1.6公里的中级雪道刚被压雪机压过，像平整干净的面条，滑上这种还没被破坏的“面条雪”，会留下丝滑的印痕，因此雪友们都会尽可能早地来到雪场“顶门”。此刻，小龙正踩着单板，飞驰而下。每个早晨，这里都能短暂地成为他的私人雪场。“每天第一个人！”图源小龙快手@每天第一个人【滑呗联盟】一个多小时后，雪场的入口处已经排起了长队。大雪天吸引了比平时更多的人，除了雪天更适合拍照，还因为降雪会让雪道上浮着几厘米的粉状雪。“粉雪”是滑雪爱好者们的最爱，滑起来会更舒适顺畅，还能在滑行时带起飞扬的雪花。下午三点半，从“日场第一趟滑到最后一趟”的小龙走下末班缆车，完成今天的最后一次滑行。这是他在滑雪场连续打卡的第462天，每一天，他都是到达雪场的第一个人。图为小龙的打卡视频，他的快手名上写着“每天第一个人”。小龙叫黄伟龙，香港人，从小几乎没有见过雪。第一次接触滑雪是在2016年，他和朋友去日本玩，在北海道知名的二","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>&nbsp;雪场，每天“顶门（指在雪地营业前就赶到，等大门一开就马上冲进去滑第一趟雪）”的人，大多是五、六十岁，退休在家的大爷。直到小龙出现，这样的局面被打破了。刚到崇礼，小龙和朋友们每天相约一起去雪场，但他总比别人起得早。渐渐地，为了不让朋友们“耽误”自己，在第13天，他决定不等了，自己去滑雪场，做“第一人”。直到现在，他已经连续滑雪463天，每天都是第一个人上雪场。他说，“自己不能离开雪场超过24小时”。2月13日，河北下雪了。保定七山滑雪场内，大片的雪花飘落在山上，早上7点25分，第一个到达山顶的滑雪者——小龙，已经站在了登山缆车前。小龙拿着他的小老鼠图案滑雪板，正对着镜头拍当天的打卡视频，“带着小老鼠，去玩啦！”一口“港普”带着独有的欢乐感。全长1.6公里的中级雪道刚被压雪机压过，像平整干净的面条，滑上这种还没被破坏的“面条雪”，会留下丝滑的印痕，因此雪友们都会尽可能早地来到雪场“顶门”。此刻，小龙正踩着单板，飞驰而下。每个早晨，这里都能短暂地成为他的私人雪场。“每天第一个人！”图源小龙快手@每天第一个人【滑呗联盟】一个多小时后，雪场的入口处已经排起了长队。大雪天吸引了比平时更多的人，除了雪天更适合拍照，还因为降雪会让雪道上浮着几厘米的粉状雪。“粉雪”是滑雪爱好者们的最爱，滑起来会更舒适顺畅，还能在滑行时带起飞扬的雪花。下午三点半，从“日场第一趟滑到最后一趟”的小龙走下末班缆车，完成今天的最后一次滑行。这是他在滑雪场连续打卡的第462天，每一天，他都是到达雪场的第一个人。图为小龙的打卡视频，他的快手名上写着“每天第一个人”。小龙叫黄伟龙，香港人，从小几乎没有见过雪。第一次接触滑雪是在2016年，他和朋友去日本玩，在北海道知名的二","text":"$快手-W(01024)$ 雪场，每天“顶门（指在雪地营业前就赶到，等大门一开就马上冲进去滑第一趟雪）”的人，大多是五、六十岁，退休在家的大爷。直到小龙出现，这样的局面被打破了。刚到崇礼，小龙和朋友们每天相约一起去雪场，但他总比别人起得早。渐渐地，为了不让朋友们“耽误”自己，在第13天，他决定不等了，自己去滑雪场，做“第一人”。直到现在，他已经连续滑雪463天，每天都是第一个人上雪场。他说，“自己不能离开雪场超过24小时”。2月13日，河北下雪了。保定七山滑雪场内，大片的雪花飘落在山上，早上7点25分，第一个到达山顶的滑雪者——小龙，已经站在了登山缆车前。小龙拿着他的小老鼠图案滑雪板，正对着镜头拍当天的打卡视频，“带着小老鼠，去玩啦！”一口“港普”带着独有的欢乐感。全长1.6公里的中级雪道刚被压雪机压过，像平整干净的面条，滑上这种还没被破坏的“面条雪”，会留下丝滑的印痕，因此雪友们都会尽可能早地来到雪场“顶门”。此刻，小龙正踩着单板，飞驰而下。每个早晨，这里都能短暂地成为他的私人雪场。“每天第一个人！”图源小龙快手@每天第一个人【滑呗联盟】一个多小时后，雪场的入口处已经排起了长队。大雪天吸引了比平时更多的人，除了雪天更适合拍照，还因为降雪会让雪道上浮着几厘米的粉状雪。“粉雪”是滑雪爱好者们的最爱，滑起来会更舒适顺畅，还能在滑行时带起飞扬的雪花。下午三点半，从“日场第一趟滑到最后一趟”的小龙走下末班缆车，完成今天的最后一次滑行。这是他在滑雪场连续打卡的第462天，每一天，他都是到达雪场的第一个人。图为小龙的打卡视频，他的快手名上写着“每天第一个人”。小龙叫黄伟龙，香港人，从小几乎没有见过雪。第一次接触滑雪是在2016年，他和朋友去日本玩，在北海道知名的二","images":[{"img":"https://static.tigerbbs.com/d51ab96fd99f8ebf1e4e2ec66beb960e","width":"480","height":"266"},{"img":"https://static.tigerbbs.com/640704136962cc096625816250e3450c","width":"320","height":"372"},{"img":"https://static.tigerbbs.com/1bca69fd2e6ae2479bd011f4c8cc9de0","width":"632","height":"1014"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638379350","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638003857,"gmtCreate":1644975274084,"gmtModify":1644975283484,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638003857","repostId":"633739070","repostType":1,"repost":{"id":633739070,"gmtCreate":1644314423724,"gmtModify":1644807756405,"author":{"id":"3455059019369891","authorId":"3455059019369891","name":"Iverson","avatar":"https://static.tigerbbs.com/0fa68ce61d88742ab3622a5f7f8d6ff9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455059019369891","authorIdStr":"3455059019369891"},"themes":[],"title":"越南股指竟跑赢美股，原来我们输的不只有足球","htmlText":"关键的世界杯12强赛，世界排名第74的中国遭遇到世界排名第98的越南，原本是一场非赢不可的比赛，很难相信最终比分会定格在1：3，中国队完败。 中越一役又一次揭露了20多年来中国足球的现状：瘫痪的青训，薄弱的青少年基础，全国不到一万的注册运动员，以及身边屈指可数的足球场。 赛后，知名足球解说刘建宏的一段话被热传，暗讽不仅足球输了，股指在这几年也跑输越南。那一天，中国足球与暴跌的A股“交相辉映”。 回看过去五年（2017-2021），能跑赢美指的并不多见，越南胡志明指数就是其中一个。期间，美股标普500指数上涨112%，越南胡志明指数VNINDEX上涨129%，而上证指数5年间只涨了可怜的17.2%。 越南是东南亚最有发展前景的国家之一。过去几年，人口红利、政策红利吸引中国等其他国家在越南设厂，带动该国经济持续高增长（GDP增速在6%-7%之间），企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长，吸引了大量增量资金进入，使得越南胡志明指数领涨全球的新兴市场。 那么作为散户，如何享受越南高增长红利，更好的投资越南呢？最好的办法就是直接购买指数ETF。 虽然还有一些其他新兴市场ETF也持有少量越南股票，但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM)，VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index，该指数反映了在越南运营的最大、流动性最强的公司的业绩。 VNM是一种多头ETF，投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司，但这些公司至少有50%的收入来自越南。其中，大约超过三分之二公司注册在越南，另外20%的注册在韩国。房地产行业在该基金中所占比重最大，接近净资产的28%。该基金遵循混合策略，投资于成长和价值股。 值得注意的是，这里的MVIS越南指数是由摩根士丹利编制","listText":"关键的世界杯12强赛，世界排名第74的中国遭遇到世界排名第98的越南，原本是一场非赢不可的比赛，很难相信最终比分会定格在1：3，中国队完败。 中越一役又一次揭露了20多年来中国足球的现状：瘫痪的青训，薄弱的青少年基础，全国不到一万的注册运动员，以及身边屈指可数的足球场。 赛后，知名足球解说刘建宏的一段话被热传，暗讽不仅足球输了，股指在这几年也跑输越南。那一天，中国足球与暴跌的A股“交相辉映”。 回看过去五年（2017-2021），能跑赢美指的并不多见，越南胡志明指数就是其中一个。期间，美股标普500指数上涨112%，越南胡志明指数VNINDEX上涨129%，而上证指数5年间只涨了可怜的17.2%。 越南是东南亚最有发展前景的国家之一。过去几年，人口红利、政策红利吸引中国等其他国家在越南设厂，带动该国经济持续高增长（GDP增速在6%-7%之间），企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长，吸引了大量增量资金进入，使得越南胡志明指数领涨全球的新兴市场。 那么作为散户，如何享受越南高增长红利，更好的投资越南呢？最好的办法就是直接购买指数ETF。 虽然还有一些其他新兴市场ETF也持有少量越南股票，但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM)，VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index，该指数反映了在越南运营的最大、流动性最强的公司的业绩。 VNM是一种多头ETF，投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司，但这些公司至少有50%的收入来自越南。其中，大约超过三分之二公司注册在越南，另外20%的注册在韩国。房地产行业在该基金中所占比重最大，接近净资产的28%。该基金遵循混合策略，投资于成长和价值股。 值得注意的是，这里的MVIS越南指数是由摩根士丹利编制","text":"关键的世界杯12强赛，世界排名第74的中国遭遇到世界排名第98的越南，原本是一场非赢不可的比赛，很难相信最终比分会定格在1：3，中国队完败。 中越一役又一次揭露了20多年来中国足球的现状：瘫痪的青训，薄弱的青少年基础，全国不到一万的注册运动员，以及身边屈指可数的足球场。 赛后，知名足球解说刘建宏的一段话被热传，暗讽不仅足球输了，股指在这几年也跑输越南。那一天，中国足球与暴跌的A股“交相辉映”。 回看过去五年（2017-2021），能跑赢美指的并不多见，越南胡志明指数就是其中一个。期间，美股标普500指数上涨112%，越南胡志明指数VNINDEX上涨129%，而上证指数5年间只涨了可怜的17.2%。 越南是东南亚最有发展前景的国家之一。过去几年，人口红利、政策红利吸引中国等其他国家在越南设厂，带动该国经济持续高增长（GDP增速在6%-7%之间），企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长，吸引了大量增量资金进入，使得越南胡志明指数领涨全球的新兴市场。 那么作为散户，如何享受越南高增长红利，更好的投资越南呢？最好的办法就是直接购买指数ETF。 虽然还有一些其他新兴市场ETF也持有少量越南股票，但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM)，VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index，该指数反映了在越南运营的最大、流动性最强的公司的业绩。 VNM是一种多头ETF，投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司，但这些公司至少有50%的收入来自越南。其中，大约超过三分之二公司注册在越南，另外20%的注册在韩国。房地产行业在该基金中所占比重最大，接近净资产的28%。该基金遵循混合策略，投资于成长和价值股。 值得注意的是，这里的MVIS越南指数是由摩根士丹利编制","images":[{"img":"https://static.tigerbbs.com/4ecf442343528d35f57db9d5ea884c67","width":"828","height":"615"},{"img":"https://static.tigerbbs.com/fa3b17eaf48f8494613c71f2893ac330","width":"562","height":"375"},{"img":"https://static.tigerbbs.com/152c4a23493bc50d3fb1803091c37c66","width":"669","height":"457"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633739070","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638003188,"gmtCreate":1644975267961,"gmtModify":1644975283155,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638003188","repostId":"633536939","repostType":1,"repost":{"id":633536939,"gmtCreate":1644213704969,"gmtModify":1644239700327,"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":"如何用期权玩转财报季（6）：连高盛都推荐跨式期权了！","htmlText":"从过去两周的财报表现可以很清晰的看到这个财报季个股产生剧烈的单日波动，这种时候，跨式期权成为最适合的策略，无论财报后方向是涨是跌，交易者可以从暴涨暴跌中获益。跨式期权非常普遍被运用于赌财报，因为这是一个无方向性策略，同时买call和put，无论股价涨跌，只幅度足够大，就可以用一边的收益覆盖两边的成本并赚额外的收益，本次财报季的极端波动就特别适合做跨式期权。 我在 <a href=\"https://laohu8.com/TW/694622763\" target=\"_blank\">如何用期权玩转财报季（5）：跨式期权还可以这么做？</a> 中介绍过跨式的两种Straddle 和 Strangle： Straddle通常被称为马鞍式，指的是买行权价和到期日都相同的call 和 put的组合，行权价通常取接近现价（ATM）。这种策略最大优势是不判断方向只赌波动大，也就是需要正股波动足够大使得一边的收益大于两边的成本，风险是正股价格波动不大，无法抵消购买两份期权的成本。 Strangle是异价跨式期权，也是宽跨式。跟Straddle的区别是，它是买行权价不同，但到期日一样的的call和put的组合，行权价通常是价外（OTM)。在价格突破（不管涨破还是跌破）某一区间时可以获利，也是赌波动率，适用于正股价格波动非常大的股票，典型的是成长股、科技股。 小型成长股财报后的大波动往往是意料之中的事，但上周大型科技股如亚马逊FB谷歌的波动冲击非常让人意外，这使得很多人开始押注跨式，我看高盛的衍生品研究员Vishal Vivek上周的报告称： \"The higher-than-normal moves have driven up the profitability of buying straddles around earnings. Buying the closest to at","listText":"从过去两周的财报表现可以很清晰的看到这个财报季个股产生剧烈的单日波动，这种时候，跨式期权成为最适合的策略，无论财报后方向是涨是跌，交易者可以从暴涨暴跌中获益。跨式期权非常普遍被运用于赌财报，因为这是一个无方向性策略，同时买call和put，无论股价涨跌，只幅度足够大，就可以用一边的收益覆盖两边的成本并赚额外的收益，本次财报季的极端波动就特别适合做跨式期权。 我在 <a href=\"https://laohu8.com/TW/694622763\" target=\"_blank\">如何用期权玩转财报季（5）：跨式期权还可以这么做？</a> 中介绍过跨式的两种Straddle 和 Strangle： Straddle通常被称为马鞍式，指的是买行权价和到期日都相同的call 和 put的组合，行权价通常取接近现价（ATM）。这种策略最大优势是不判断方向只赌波动大，也就是需要正股波动足够大使得一边的收益大于两边的成本，风险是正股价格波动不大，无法抵消购买两份期权的成本。 Strangle是异价跨式期权，也是宽跨式。跟Straddle的区别是，它是买行权价不同，但到期日一样的的call和put的组合，行权价通常是价外（OTM)。在价格突破（不管涨破还是跌破）某一区间时可以获利，也是赌波动率，适用于正股价格波动非常大的股票，典型的是成长股、科技股。 小型成长股财报后的大波动往往是意料之中的事，但上周大型科技股如亚马逊FB谷歌的波动冲击非常让人意外，这使得很多人开始押注跨式，我看高盛的衍生品研究员Vishal Vivek上周的报告称： \"The higher-than-normal moves have driven up the profitability of buying straddles around earnings. Buying the closest to at","text":"从过去两周的财报表现可以很清晰的看到这个财报季个股产生剧烈的单日波动，这种时候，跨式期权成为最适合的策略，无论财报后方向是涨是跌，交易者可以从暴涨暴跌中获益。跨式期权非常普遍被运用于赌财报，因为这是一个无方向性策略，同时买call和put，无论股价涨跌，只幅度足够大，就可以用一边的收益覆盖两边的成本并赚额外的收益，本次财报季的极端波动就特别适合做跨式期权。 我在 如何用期权玩转财报季（5）：跨式期权还可以这么做？ 中介绍过跨式的两种Straddle 和 Strangle： Straddle通常被称为马鞍式，指的是买行权价和到期日都相同的call 和 put的组合，行权价通常取接近现价（ATM）。这种策略最大优势是不判断方向只赌波动大，也就是需要正股波动足够大使得一边的收益大于两边的成本，风险是正股价格波动不大，无法抵消购买两份期权的成本。 Strangle是异价跨式期权，也是宽跨式。跟Straddle的区别是，它是买行权价不同，但到期日一样的的call和put的组合，行权价通常是价外（OTM)。在价格突破（不管涨破还是跌破）某一区间时可以获利，也是赌波动率，适用于正股价格波动非常大的股票，典型的是成长股、科技股。 小型成长股财报后的大波动往往是意料之中的事，但上周大型科技股如亚马逊FB谷歌的波动冲击非常让人意外，这使得很多人开始押注跨式，我看高盛的衍生品研究员Vishal Vivek上周的报告称： \"The higher-than-normal moves have driven up the profitability of buying straddles around earnings. Buying the closest to at","images":[{"img":"https://static.tigerbbs.com/07515ab57889a70fa36fc947b1292195","width":"2136","height":"1314"},{"img":"https://static.tigerbbs.com/cf257ffd2638636e773ed8fb6b93f41e","width":"2154","height":"1330"},{"img":"https://static.tigerbbs.com/a951a9a5cead9cc55f5a753128a349e4","width":"1392","height":"550"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633536939","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638003032,"gmtCreate":1644975247877,"gmtModify":1644975248254,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638003032","repostId":"631012977","repostType":1,"repost":{"id":631012977,"gmtCreate":1644383580239,"gmtModify":1644393140665,"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":"盘整半年，中概股的机会在哪里？","htmlText":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 趋势太差，弃。<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","listText":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 趋势太差，弃。<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","text":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 $腾讯控股(00700)$ 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。$美团-W(03690)$ 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。$小米集团-W(01810)$ 趋势太差，弃。$快手-W(01024)$ 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","images":[{"img":"https://static.tigerbbs.com/b630304dc04a6f7aa7cbf66a4f6d3891","width":"2188","height":"1312"},{"img":"https://static.tigerbbs.com/53f6bf94ebd3e0262227fee2b646fdb3","width":"2130","height":"1348"},{"img":"https://static.tigerbbs.com/1543e50b1d64636abaf7ad1a08985d6b","width":"2202","height":"1552"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631012977","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631646504,"gmtCreate":1644713058094,"gmtModify":1644713058465,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/631646504","repostId":"631122385","repostType":1,"repost":{"id":631122385,"gmtCreate":1644548613996,"gmtModify":1644552755763,"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":"🔥【2月11日】通胀爆表！美股集体收跌，今天买点啥","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 2月11日讯，港股主要指数低开，恒指跌0.35%，国指跌0.37%，恒生科技指数跌0.83%。 盘面上，隔夜美股科技股下挫，港股科技股闻声下跌，网易跌2.67%，<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌超2%，<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 均走低；生物科技股延续跌势，药明系再度领跌，<a href=\"https://laohu8.com/S/02359\">$药明康德(02359)$</a> 、<a href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 皆跌超4%，近日强势的有色金属板块回调，煤炭股、体育用品股、汽车股纷纷下跌；另一方面，房地产业接连迎利好，内房股与物管股全线上涨，乳制品股、燃气股走强，中芯国际绩后高开近3%。 美股市场 美国发布1月CPI数据，其中名义CPI同比上涨7.5%，继续创下1982年2月以来新高，也大幅超过市场此前7.2-7.3%的预期。 截至收盘，道指跌1.47%，纳指跌2.1%，标普500指数跌1.81%。 美股大型科技股全部承压下挫，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 跌2.36%，<a href=\"https://laohu8.com/S/MSFT\">$微软(</a>","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 2月11日讯，港股主要指数低开，恒指跌0.35%，国指跌0.37%，恒生科技指数跌0.83%。 盘面上，隔夜美股科技股下挫，港股科技股闻声下跌，网易跌2.67%，<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌超2%，<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 均走低；生物科技股延续跌势，药明系再度领跌，<a href=\"https://laohu8.com/S/02359\">$药明康德(02359)$</a> 、<a href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 皆跌超4%，近日强势的有色金属板块回调，煤炭股、体育用品股、汽车股纷纷下跌；另一方面，房地产业接连迎利好，内房股与物管股全线上涨，乳制品股、燃气股走强，中芯国际绩后高开近3%。 美股市场 美国发布1月CPI数据，其中名义CPI同比上涨7.5%，继续创下1982年2月以来新高，也大幅超过市场此前7.2-7.3%的预期。 截至收盘，道指跌1.47%，纳指跌2.1%，标普500指数跌1.81%。 美股大型科技股全部承压下挫，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 跌2.36%，<a href=\"https://laohu8.com/S/MSFT\">$微软(</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。 港股市场 2月11日讯，港股主要指数低开，恒指跌0.35%，国指跌0.37%，恒生科技指数跌0.83%。 盘面上，隔夜美股科技股下挫，港股科技股闻声下跌，网易跌2.67%，$美团-W(03690)$ 跌超2%，$快手-W(01024)$ 、$阿里巴巴-SW(09988)$ 、$腾讯控股(00700)$ 均走低；生物科技股延续跌势，药明系再度领跌，$药明康德(02359)$ 、$药明生物(02269)$ 皆跌超4%，近日强势的有色金属板块回调，煤炭股、体育用品股、汽车股纷纷下跌；另一方面，房地产业接连迎利好，内房股与物管股全线上涨，乳制品股、燃气股走强，中芯国际绩后高开近3%。 美股市场 美国发布1月CPI数据，其中名义CPI同比上涨7.5%，继续创下1982年2月以来新高，也大幅超过市场此前7.2-7.3%的预期。 截至收盘，道指跌1.47%，纳指跌2.1%，标普500指数跌1.81%。 美股大型科技股全部承压下挫，$苹果(AAPL)$ 跌2.36%，$微软(","images":[{"img":"https://static.tigerbbs.com/7d3aedd07c667f7d090cb27334c7ea94","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631122385","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631646288,"gmtCreate":1644713049077,"gmtModify":1644713049476,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631646288","repostId":"631807422","repostType":1,"repost":{"id":631807422,"gmtCreate":1644566334069,"gmtModify":1644627966408,"author":{"id":"3575934434932552","authorId":"3575934434932552","name":"vyaya","avatar":"https://static.tigerbbs.com/470613e1e537d2aa9162dccd4d938bec","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934434932552","authorIdStr":"3575934434932552"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>My good friend is working in Facebook, all Going well inside their office&nbsp;[Victory]&nbsp; if not afraid - buy&nbsp;","listText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>My good friend is working in Facebook, all Going well inside their office&nbsp;[Victory]&nbsp; if not afraid - buy&nbsp;","text":"$Meta Platforms, Inc.(FB)$My good friend is working in Facebook, all Going well inside their office [Victory] if not afraid - buy","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631807422","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631646629,"gmtCreate":1644713041897,"gmtModify":1644713042226,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631646629","repostId":"631126252","repostType":1,"repost":{"id":631126252,"gmtCreate":1644548376485,"gmtModify":1644574959215,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"通胀爆表，创1982年以来的新高！","htmlText":"隔夜，许导在直播课上和大家分享了“1月美国通胀数据”，“市场定价混乱”，“数字经济产业链”以及“黑色1月与2月展望”，重点提醒大家注意今晚的美国通胀数据。 就在刚刚，美国1月份的CPI数据公布。美国1月未季调CPI年率7.5%，高于预期7.3%，也高于前值7.00%，创下了1982年2月以来的新高。 数据公布后，美股跳水，美债收益率拉高，美元拉高，金银跳水，其中美联储掉期交易显示，3月份加息50个基点的可能性约为50%。 大摩策略师霍恩巴赫此前指出，1月份美国CPI数据将继续上行，非农就业数据将进一步走强，2月份通胀率也将进一步上升，这可能会巩固3月份加息50个基点的预期。 大家应该记得，许导在前文《0207：数据爆表，金价不崩有何玄机？》提醒美元的回马枪行情吧？你们看，公布的数据爆表之后，美元指数开拉了。 为何我们预判这里要有回马枪的行情呢？ 结合上周五美国公布的1月份非农就业增长数据爆表，叠加去年12月和11月上修数据，大家难道没有发现，这就是美联储管理市场预期的套路吗？ 还没明白？！ 就业市场增长强劲啊！ 通胀数据爆表啊！ 那当然要加息！ 而且要赶紧加！ 这样金融市场对3月份加息50个基点的预期是不是越来越高？！甚至把整个预期全部都打满？！ 没错！要的就是这个效果。 然后，等到3月份美联储的利率会议上，轻飘飘的加息25个基点！ 哇！怎么才加25？！大鸽派啊！这样，市场是不是就松了一口气？！美股是不是就会丧事喜办？ 这便是美联储管理预期的艺术啊！ 数据公布前，测算了1822的挂单点位，最低打到1821.40美元/盎司，我都忍不住想要给自己点个赞，坏消息是，这样爆表的通胀数据，势必导致今夜美股的腥风血雨，进而影响到明天大A的市场情绪。 好消息是，1月份的社融数据出炉了，是利好。 <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指</a>","listText":"隔夜，许导在直播课上和大家分享了“1月美国通胀数据”，“市场定价混乱”，“数字经济产业链”以及“黑色1月与2月展望”，重点提醒大家注意今晚的美国通胀数据。 就在刚刚，美国1月份的CPI数据公布。美国1月未季调CPI年率7.5%，高于预期7.3%，也高于前值7.00%，创下了1982年2月以来的新高。 数据公布后，美股跳水，美债收益率拉高，美元拉高，金银跳水，其中美联储掉期交易显示，3月份加息50个基点的可能性约为50%。 大摩策略师霍恩巴赫此前指出，1月份美国CPI数据将继续上行，非农就业数据将进一步走强，2月份通胀率也将进一步上升，这可能会巩固3月份加息50个基点的预期。 大家应该记得，许导在前文《0207：数据爆表，金价不崩有何玄机？》提醒美元的回马枪行情吧？你们看，公布的数据爆表之后，美元指数开拉了。 为何我们预判这里要有回马枪的行情呢？ 结合上周五美国公布的1月份非农就业增长数据爆表，叠加去年12月和11月上修数据，大家难道没有发现，这就是美联储管理市场预期的套路吗？ 还没明白？！ 就业市场增长强劲啊！ 通胀数据爆表啊！ 那当然要加息！ 而且要赶紧加！ 这样金融市场对3月份加息50个基点的预期是不是越来越高？！甚至把整个预期全部都打满？！ 没错！要的就是这个效果。 然后，等到3月份美联储的利率会议上，轻飘飘的加息25个基点！ 哇！怎么才加25？！大鸽派啊！这样，市场是不是就松了一口气？！美股是不是就会丧事喜办？ 这便是美联储管理预期的艺术啊！ 数据公布前，测算了1822的挂单点位，最低打到1821.40美元/盎司，我都忍不住想要给自己点个赞，坏消息是，这样爆表的通胀数据，势必导致今夜美股的腥风血雨，进而影响到明天大A的市场情绪。 好消息是，1月份的社融数据出炉了，是利好。 <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指</a>","text":"隔夜，许导在直播课上和大家分享了“1月美国通胀数据”，“市场定价混乱”，“数字经济产业链”以及“黑色1月与2月展望”，重点提醒大家注意今晚的美国通胀数据。 就在刚刚，美国1月份的CPI数据公布。美国1月未季调CPI年率7.5%，高于预期7.3%，也高于前值7.00%，创下了1982年2月以来的新高。 数据公布后，美股跳水，美债收益率拉高，美元拉高，金银跳水，其中美联储掉期交易显示，3月份加息50个基点的可能性约为50%。 大摩策略师霍恩巴赫此前指出，1月份美国CPI数据将继续上行，非农就业数据将进一步走强，2月份通胀率也将进一步上升，这可能会巩固3月份加息50个基点的预期。 大家应该记得，许导在前文《0207：数据爆表，金价不崩有何玄机？》提醒美元的回马枪行情吧？你们看，公布的数据爆表之后，美元指数开拉了。 为何我们预判这里要有回马枪的行情呢？ 结合上周五美国公布的1月份非农就业增长数据爆表，叠加去年12月和11月上修数据，大家难道没有发现，这就是美联储管理市场预期的套路吗？ 还没明白？！ 就业市场增长强劲啊！ 通胀数据爆表啊！ 那当然要加息！ 而且要赶紧加！ 这样金融市场对3月份加息50个基点的预期是不是越来越高？！甚至把整个预期全部都打满？！ 没错！要的就是这个效果。 然后，等到3月份美联储的利率会议上，轻飘飘的加息25个基点！ 哇！怎么才加25？！大鸽派啊！这样，市场是不是就松了一口气？！美股是不是就会丧事喜办？ 这便是美联储管理预期的艺术啊！ 数据公布前，测算了1822的挂单点位，最低打到1821.40美元/盎司，我都忍不住想要给自己点个赞，坏消息是，这样爆表的通胀数据，势必导致今夜美股的腥风血雨，进而影响到明天大A的市场情绪。 好消息是，1月份的社融数据出炉了，是利好。 $NQ100指","images":[{"img":"https://static.tigerbbs.com/99636192faeb8a507b44040335fdc113","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/8868b9dd7afd1aa39a901238abaf149b","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ae1d2fd16ce8e17fa5fc068d9273e99e","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631126252","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631172402,"gmtCreate":1644560094040,"gmtModify":1644560094421,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631172402","repostId":"631344494","repostType":1,"repost":{"id":631344494,"gmtCreate":1644503194001,"gmtModify":1644509407419,"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":"了解华尔街的小套路，少亏钱。","htmlText":"如果每次都是套路，那么套路就不是套路了。 美股老玩家或者一直追我文章的朋友可以发现，美股市场每次大事公布前后涨跌幅肯定是相反的：好事落地前一天市场下跌，坏事落地前一天市场上涨，这个规律简直屡试不爽。 了解这个规律可以阻止暴涨暴跌时的头脑发热，告诉自己再等等。所以这个规律对我来说也只是起到一种信号作用，也只是不亏钱，这也就够了。事实上我印象中也是有概率事件落地前后大盘走势相同。 1、CPI 本周最大事件美股1月CPI落地，比预期中还要差，同比上涨7.5% ，高于预期7.3%，创1982年2月以来新高。数据公布后国债收益率迅速飙升至1.974%，奔向2%。 具体这样的数据带给市场的观感是什么样呢？公布前市场认为今年加息为5次左右，而现在美国利率期货显示2022年加息近6次。在3月加息点数上，大部分人都知道不是25个基点就是50个基点，但认为50基点概率只有27%，而本次数据公布后美国利率期货暗示市场押注有43%的机会在加息50个基点。 所以大盘一下就崩了。别给自己的股票找下跌原因啦，都是大盘带的。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 2、很可惜迪士尼财报赌失败了，不过没关系，从今天发布财报的公司来看<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a> <a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a> <a href=\"https://laohu8.com/S/GOOS\">$加拿大鹅(GOOS)$</a> ，暴涨暴跌是本季报常态，尤其是成长股。所以继续用利润押注就是了，依然采","listText":"如果每次都是套路，那么套路就不是套路了。 美股老玩家或者一直追我文章的朋友可以发现，美股市场每次大事公布前后涨跌幅肯定是相反的：好事落地前一天市场下跌，坏事落地前一天市场上涨，这个规律简直屡试不爽。 了解这个规律可以阻止暴涨暴跌时的头脑发热，告诉自己再等等。所以这个规律对我来说也只是起到一种信号作用，也只是不亏钱，这也就够了。事实上我印象中也是有概率事件落地前后大盘走势相同。 1、CPI 本周最大事件美股1月CPI落地，比预期中还要差，同比上涨7.5% ，高于预期7.3%，创1982年2月以来新高。数据公布后国债收益率迅速飙升至1.974%，奔向2%。 具体这样的数据带给市场的观感是什么样呢？公布前市场认为今年加息为5次左右，而现在美国利率期货显示2022年加息近6次。在3月加息点数上，大部分人都知道不是25个基点就是50个基点，但认为50基点概率只有27%，而本次数据公布后美国利率期货暗示市场押注有43%的机会在加息50个基点。 所以大盘一下就崩了。别给自己的股票找下跌原因啦，都是大盘带的。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 2、很可惜迪士尼财报赌失败了，不过没关系，从今天发布财报的公司来看<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a> <a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a> <a href=\"https://laohu8.com/S/GOOS\">$加拿大鹅(GOOS)$</a> ，暴涨暴跌是本季报常态，尤其是成长股。所以继续用利润押注就是了，依然采","text":"如果每次都是套路，那么套路就不是套路了。 美股老玩家或者一直追我文章的朋友可以发现，美股市场每次大事公布前后涨跌幅肯定是相反的：好事落地前一天市场下跌，坏事落地前一天市场上涨，这个规律简直屡试不爽。 了解这个规律可以阻止暴涨暴跌时的头脑发热，告诉自己再等等。所以这个规律对我来说也只是起到一种信号作用，也只是不亏钱，这也就够了。事实上我印象中也是有概率事件落地前后大盘走势相同。 1、CPI 本周最大事件美股1月CPI落地，比预期中还要差，同比上涨7.5% ，高于预期7.3%，创1982年2月以来新高。数据公布后国债收益率迅速飙升至1.974%，奔向2%。 具体这样的数据带给市场的观感是什么样呢？公布前市场认为今年加息为5次左右，而现在美国利率期货显示2022年加息近6次。在3月加息点数上，大部分人都知道不是25个基点就是50个基点，但认为50基点概率只有27%，而本次数据公布后美国利率期货暗示市场押注有43%的机会在加息50个基点。 所以大盘一下就崩了。别给自己的股票找下跌原因啦，都是大盘带的。$特斯拉(TSLA)$ $英伟达(NVDA)$ 2、很可惜迪士尼财报赌失败了，不过没关系，从今天发布财报的公司来看$Doximity, Inc.(DOCS)$ $Twilio Inc(TWLO)$ $加拿大鹅(GOOS)$ ，暴涨暴跌是本季报常态，尤其是成长股。所以继续用利润押注就是了，依然采","images":[{"img":"https://static.tigerbbs.com/15a9491aeb07f31f738fa06c64c32b08","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631344494","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631172565,"gmtCreate":1644560086714,"gmtModify":1644560087131,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631172565","repostId":"631918050","repostType":1,"repost":{"id":631918050,"gmtCreate":1644423088775,"gmtModify":1644457505580,"author":{"id":"3573593808442035","authorId":"3573593808442035","name":"zhuzhu518","avatar":"https://static.tigerbbs.com/272cc270b288063fa925b5f2c1a0bb76","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573593808442035","authorIdStr":"3573593808442035"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 一代芯皇终于重新崛起了!","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 一代芯皇终于重新崛起了!","text":"$NVIDIA Corp(NVDA)$ 一代芯皇终于重新崛起了!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631918050","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631172294,"gmtCreate":1644560079634,"gmtModify":1644560079972,"author":{"id":"3581582714204773","authorId":"3581582714204773","name":"HyunBin","avatar":"https://static.tigerbbs.com/d73c269ed706b06f2b386d6042cc1fd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581582714204773","authorIdStr":"3581582714204773"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631172294","repostId":"631970579","repostType":1,"repost":{"id":631970579,"gmtCreate":1644461058803,"gmtModify":1644475145674,"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":"🔥【2月10日】美股继续大爆发，热门中概收盘普涨，今天买点啥","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 2月10日讯，港股主要指数高开，恒指涨0.89%，国指涨1.09%，恒生科技指数涨1.52%。盘面上，隔夜美股中概股再度飙升，大型科技股延续昨日强势行情，<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨3.54%，<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a> 涨超5%，<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 涨超2%，<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、网易、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%；光伏板块集体上涨，<a href=\"https://laohu8.com/S/03800\">$保利协鑫能源(03800)$</a> 涨超8%，启动在中国境内上市的可行性研究。 信义光能涨超4%，内房股和物管股携手走高，药品股、濠赌股、在线教育股、食品股纷纷上涨，<a href=\"https://laohu8.com/S/01801\">$信达生物(01801)$</a> 涨约4%；另一方面，药明系继续走低，药明生物跌2.5%，中资券商股、石油股、煤炭股普跌。 美股市场 美股三大指数集体收涨。美债抛售潮暂歇，周二逼近2%的10年期美债收益率暂别两年多来高位，这缓解了科技股的部分压力，令近几周因担心货币政策收紧而遭","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 2月10日讯，港股主要指数高开，恒指涨0.89%，国指涨1.09%，恒生科技指数涨1.52%。盘面上，隔夜美股中概股再度飙升，大型科技股延续昨日强势行情，<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨3.54%，<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a> 涨超5%，<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 涨超2%，<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、网易、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%；光伏板块集体上涨，<a 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I want to make my post trending as well// @FionaMok:Excellent [Money Fans] [Happy] Please like and comment this article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/164004337","repostId":"162212188","repostType":1,"repost":{"id":162212188,"gmtCreate":1624064491744,"gmtModify":1634023377062,"author":{"id":"3581813478273697","authorId":"3581813478273697","name":"Sittk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581813478273697","authorIdStr":"3581813478273697"},"themes":[],"htmlText":"Hi friends from laohu community[开心]&nbsp;, recently we do have daily mission to make our post TRENDING AND FEATURED. Well yesterday I have received/seen tons of comments on \"how to fulfill the mission\". 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