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小虎62ip

小虎62ip

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2021-05-10

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@阳光财经: 美股分析：REITs正在悄悄走强，这说明了什么？

2021-05-03

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2021-08-13

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2021-06-01

利好

@格隆汇:三孩生育政策来了！概念股大幅暴涨，影响有多大？

2021-05-29

❤️

@阳光财经: 美股分析：youtuber荐股的秘密在哪里？三分钟避免掉坑踩雷。【2021年】

2021-05-11

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2021-05-11

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2021-05-11

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2021-05-09

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@小米死多头:蔚来NIO一季度财报和新闻解读，聊一聊我们继续看好的三个原因 $蔚来(NIO)$ 【视频转载源自油管大香蕉投资 - 菲和猴的投资作业】

2021-05-09

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@桃李春风益点财:我们是否能够按期实现“碳达峰”和“碳中和”？碳中和背景下，我国的能源消费结构将发生哪些变化？投资者应该如何看待这场新的能源变革？近期，我们采访了中国能源网首席信息官冉泽，听听他怎么说。贝瑞研究联合老虎证券平台为你推出《美股金牌投研私教》老牌北美投研大咖团亲授如何真正做到价值投资！大白话市场解读，优质的机会前瞻，小白也可以抓住！贝瑞研究空间站《美股 Hot Money》为您提供：美股、港股、贵金属、ETF、加密货币等全领域研究分析宏观前瞻，实时策略，强势热股点评、深度个股掘金全覆盖让你轻松获益投资！

2021-05-09

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@JoeyZhang:大家好，欢迎访问我的频道：Joey Zhang价值大洼地,港股来来来 - YouTube

2021-05-08

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@FinMelon:港股IPO的镰刀，一把又一把：荣昌生物，人间不值得！

2021-05-06

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@价值投资为王:苹果赚嗨了，新一季财报震惊华尔街！

2021-05-06

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@价值投资为王:苹果赚嗨了，新一季财报震惊华尔街！

2021-05-06

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@价值投资为王:苹果赚嗨了，新一季财报震惊华尔街！

2021-05-05

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2021-05-05

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2021-05-05

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2021-05-04

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2021-05-04

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@GuruFocus:十年百倍靠运气，十年十倍凭实力

去老虎APP查看更多动态

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target=\"_blank\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/600702\">$舍得酒业(600702)$</a>","listText":"可口可乐开始卖酒了，这又是“利好茅台”么，今年至今茅台涨幅12%还不如二线白酒品牌：1.6月1日，可口可乐中国官方账号宣布，“我们开始卖酒了”。“可口可乐公司在中国市场首次推出含酒精饮料——托帕客硬苏打气泡酒。这是可口可乐公司正式进军中国含酒精饮料市场的突破性尝试”。2.不过，可口可乐这次卖酒并没有引起太大的反应。相比我国白酒大国，茅台、五粮液、泸州老窖高端白酒更让人喜爱，而可口可乐这次尝试的酒饮料似乎主要针对年轻人市场。有网友也调侃，这可能又是一个“利好茅台”的原因。3.今年前5个月，白酒行情处于震荡上行趋势，不过龙头品牌贵州茅台的股价涨幅还不如舍得酒业和酒鬼酒等二线白酒品牌，后两者的5个月涨幅分别达到了149%和59.2%。贵州茅台今年前五个月涨幅仅为12%左右。<a target=\"_blank\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a><a target=\"_blank\" 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平均月付费用户数2021年第一季度达到47.47万，相比2020年第一季度的45.03万同比增长5%。荔枝创始人兼CEO赖奕龙表示：“第一季度，我们以稳健的收入增长开启了2021年的新篇章。在我们持续建立综合性音频生态系统的同时，我们通过拓展海外市场进一步强化了全球化战略，并提升了我们在人工智能和在线音频方面的技术能力，以推动业务的持续增长。”“我们持续促进用户的参与和互动，这对于建设全球化音频生态系统尤为重要。2021年第一季度，我们的平均MAU增长至5970万。我们的声音社交产品TIYA在2021年继续保持着强劲增长势头，我们在这一季度新增的产品功能有效提升了用户的社交体验，吸引到更广泛的用户群体。值得注意的是，今年3月，TIYA的月活跃用户数超过200万，相比2020年第四季度平均月活跃用户数增长90%。此外，我们应用于UGC音频社区的运营策略，有效促进了付费用户的转化，本季度月均付费用户达到47.47万，环比增长12%。第一季度，我们有效地执行了播客发展战略，并与更多领先的车企合作，以提升多样化使用场景的在线音频体验。我们还通过DOREME项目进一步提升了我们的自研技术能力。DOREME项目是荔枝","text":"2021年6月1日美股盘后，中国领先的在线用户原创内容音频社区与互动音频娱乐平台荔枝$荔枝(LIZI)$ （NASDAQ：LIZI）公布了2021年第一季度未经审计的财务业绩。2021年第一季度财务和运营亮点— 净收入2021年第一季度为4.951亿元人民币（7,560万美元），相比2020年第一季度的3.703亿元同比增长34%。— 平均移动端月活跃用户数2021年第一季度总数达到了5,970万，相比2020年第一季度的5,450万同比增长10%。— 平均月付费用户数2021年第一季度达到47.47万，相比2020年第一季度的45.03万同比增长5%。荔枝创始人兼CEO赖奕龙表示：“第一季度，我们以稳健的收入增长开启了2021年的新篇章。在我们持续建立综合性音频生态系统的同时，我们通过拓展海外市场进一步强化了全球化战略，并提升了我们在人工智能和在线音频方面的技术能力，以推动业务的持续增长。”“我们持续促进用户的参与和互动，这对于建设全球化音频生态系统尤为重要。2021年第一季度，我们的平均MAU增长至5970万。我们的声音社交产品TIYA在2021年继续保持着强劲增长势头，我们在这一季度新增的产品功能有效提升了用户的社交体验，吸引到更广泛的用户群体。值得注意的是，今年3月，TIYA的月活跃用户数超过200万，相比2020年第四季度平均月活跃用户数增长90%。此外，我们应用于UGC音频社区的运营策略，有效促进了付费用户的转化，本季度月均付费用户达到47.47万，环比增长12%。第一季度，我们有效地执行了播客发展战略，并与更多领先的车企合作，以提升多样化使用场景的在线音频体验。我们还通过DOREME项目进一步提升了我们的自研技术能力。DOREME项目是荔枝","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113338896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113705263,"gmtCreate":1622638364952,"gmtModify":1622638364952,"author":{"id":"3582262861780404","authorId":"3582262861780404","name":"小虎62ip","avatar":"https://static.tigerbbs.com/33b02b217bee1e40f0472a8414b0a822","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582262861780404","authorIdStr":"3582262861780404"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113705263","repostId":"113894580","repostType":1,"repost":{"id":113894580,"gmtCreate":1622601690437,"gmtModify":1622601690437,"author":{"id":"3546406134894776","authorId":"3546406134894776","name":"Sound 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一图带你了解荔枝表现。","images":[{"img":"https://static.tigerbbs.com/3c59285ee1194d0ab933a5cf417fa330","width":"864","height":"10672"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113894580","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119178860,"gmtCreate":1622532111150,"gmtModify":1622532111150,"author":{"id":"3582262861780404","authorId":"3582262861780404","name":"小虎62ip","avatar":"https://static.tigerbbs.com/33b02b217bee1e40f0472a8414b0a822","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582262861780404","authorIdStr":"3582262861780404"},"themes":[],"htmlText":"利好","listText":"利好","text":"利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119178860","repostId":"110299579","repostType":1,"repost":{"id":110299579,"gmtCreate":1622455796391,"gmtModify":1622502560482,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"三孩生育政策来了！概念股大幅暴涨，影响有多大？","htmlText":"今日，港股医药板块非常火热，尤其是三胎概念。其中，锦欣生殖午后直线上拉，涨幅一度超过20%，收涨17.5%，贝康医疗大幅暴涨超15%。另外，好孩子国际涨超30%，爱帝宫大涨超21%。（锦欣生殖股价走势图，来源：Wind）A股市场中，高乐股份、宜华健康盘中直线拉升封板，贝因美、戴维医疗、爱婴室、康芝药业等纷纷拉升。消息面上，**中央政治局5月31日召开会议，会议指出，进一步优化生育政策，实施一对夫妻可以生育三个子女政策及配套支持措施，有利于改善我国人口结构、落实积极应对人口老龄化国家战略、保持我国人力资源禀赋优势。当前，我国的人口形势不容客观。5月11日，国家统计局公布了七普数据。2020年，中国出生人口将至1200万人，全年出生率降低至8.5‰，创下有数据统计以来的历史新低。2016年，中国出生人口还有1786万人，一直到2019年还有1465万人，而去年仅为1200万人，同比下滑18%。相当于短短3年，出生人口下滑586万人。2020年，中国总和生育率仅为1.3%，而2018年还有1.69%，下滑是很快的。按照2018年世界197个国家和地区的总和生育率排名看，1.3可以排在世界倒数第10，甚至低于日本！人们不愿生，不愿多生，主要是因为养娃的成本与日俱增，背后是三座大山压着踹不过气——房价、教育、医疗。据统计，在北上广深一线城市，养娃成本均超过200万元，而杭州、南京、武汉、青岛、西安等二线城市养娃成本均超过140万元。基于形势，早在2016年，国家全面放开生育两年政策。正因如此，二胎占出生人口的比重还有过一波冲高。2017年，该比重高达51.8%，同比增长11%以上，但随后逐步下滑，2019年已经下降至47.2%。这不，现在三胎政策来了及配套支持措施将要出炉，有助于改善我国人口结构，一定程度上缓冲新生人口大幅下滑的趋势。中信证券在今年3月发布的研报显示，预计将放开三孩生","listText":"今日，港股医药板块非常火热，尤其是三胎概念。其中，锦欣生殖午后直线上拉，涨幅一度超过20%，收涨17.5%，贝康医疗大幅暴涨超15%。另外，好孩子国际涨超30%，爱帝宫大涨超21%。（锦欣生殖股价走势图，来源：Wind）A股市场中，高乐股份、宜华健康盘中直线拉升封板，贝因美、戴维医疗、爱婴室、康芝药业等纷纷拉升。消息面上，**中央政治局5月31日召开会议，会议指出，进一步优化生育政策，实施一对夫妻可以生育三个子女政策及配套支持措施，有利于改善我国人口结构、落实积极应对人口老龄化国家战略、保持我国人力资源禀赋优势。当前，我国的人口形势不容客观。5月11日，国家统计局公布了七普数据。2020年，中国出生人口将至1200万人，全年出生率降低至8.5‰，创下有数据统计以来的历史新低。2016年，中国出生人口还有1786万人，一直到2019年还有1465万人，而去年仅为1200万人，同比下滑18%。相当于短短3年，出生人口下滑586万人。2020年，中国总和生育率仅为1.3%，而2018年还有1.69%，下滑是很快的。按照2018年世界197个国家和地区的总和生育率排名看，1.3可以排在世界倒数第10，甚至低于日本！人们不愿生，不愿多生，主要是因为养娃的成本与日俱增，背后是三座大山压着踹不过气——房价、教育、医疗。据统计，在北上广深一线城市，养娃成本均超过200万元，而杭州、南京、武汉、青岛、西安等二线城市养娃成本均超过140万元。基于形势，早在2016年，国家全面放开生育两年政策。正因如此，二胎占出生人口的比重还有过一波冲高。2017年，该比重高达51.8%，同比增长11%以上，但随后逐步下滑，2019年已经下降至47.2%。这不，现在三胎政策来了及配套支持措施将要出炉，有助于改善我国人口结构，一定程度上缓冲新生人口大幅下滑的趋势。中信证券在今年3月发布的研报显示，预计将放开三孩生","text":"今日，港股医药板块非常火热，尤其是三胎概念。其中，锦欣生殖午后直线上拉，涨幅一度超过20%，收涨17.5%，贝康医疗大幅暴涨超15%。另外，好孩子国际涨超30%，爱帝宫大涨超21%。（锦欣生殖股价走势图，来源：Wind）A股市场中，高乐股份、宜华健康盘中直线拉升封板，贝因美、戴维医疗、爱婴室、康芝药业等纷纷拉升。消息面上，**中央政治局5月31日召开会议，会议指出，进一步优化生育政策，实施一对夫妻可以生育三个子女政策及配套支持措施，有利于改善我国人口结构、落实积极应对人口老龄化国家战略、保持我国人力资源禀赋优势。当前，我国的人口形势不容客观。5月11日，国家统计局公布了七普数据。2020年，中国出生人口将至1200万人，全年出生率降低至8.5‰，创下有数据统计以来的历史新低。2016年，中国出生人口还有1786万人，一直到2019年还有1465万人，而去年仅为1200万人，同比下滑18%。相当于短短3年，出生人口下滑586万人。2020年，中国总和生育率仅为1.3%，而2018年还有1.69%，下滑是很快的。按照2018年世界197个国家和地区的总和生育率排名看，1.3可以排在世界倒数第10，甚至低于日本！人们不愿生，不愿多生，主要是因为养娃的成本与日俱增，背后是三座大山压着踹不过气——房价、教育、医疗。据统计，在北上广深一线城市，养娃成本均超过200万元，而杭州、南京、武汉、青岛、西安等二线城市养娃成本均超过140万元。基于形势，早在2016年，国家全面放开生育两年政策。正因如此，二胎占出生人口的比重还有过一波冲高。2017年，该比重高达51.8%，同比增长11%以上，但随后逐步下滑，2019年已经下降至47.2%。这不，现在三胎政策来了及配套支持措施将要出炉，有助于改善我国人口结构，一定程度上缓冲新生人口大幅下滑的趋势。中信证券在今年3月发布的研报显示，预计将放开三孩生","images":[{"img":"https://static.tigerbbs.com/c53f26599943163fd9b5ebcccb28375a"},{"img":"https://static.tigerbbs.com/12580b89730604525cf080aa705e1065"},{"img":"https://static.tigerbbs.com/30574c6274222b417193f151b82ef874"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/110299579","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":137988245,"gmtCreate":1622284709187,"gmtModify":1622284709187,"author":{"id":"3582262861780404","authorId":"3582262861780404","name":"小虎62ip","avatar":"https://static.tigerbbs.com/33b02b217bee1e40f0472a8414b0a822","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582262861780404","authorIdStr":"3582262861780404"},"themes":[],"htmlText":"❤️","listText":"❤️","text":"❤️","images":[],"top":1,"highlight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\n \n  美股分析：youtuber荐股的秘密在哪里？三分钟避免掉坑踩雷。【2021年】\n 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港股市场 5月10日，港股主要指数高开，恒指涨0.58%报28776点，国指涨0.63%报10766点，恒生科技指数涨0.41%报7987点。 盘面上，药品股强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02196\">$复星医药(02196)$</a> 大涨15%，<a target=\"_blank\" href=\"https://laohu8.com/S/01099\">$国药控股(01099)$</a> 大涨近8%；钢铁有色金属股集体高开，中国有色矿业高开逾8%，<a target=\"_blank\" href=\"https://laohu8.com/S/01208\">$五矿资源(01208)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02899\">$紫金矿业(02899)$</a> 均上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/01053\">$重庆钢铁股份(01053)$</a> 涨近5%；煤炭股、烟草概念股、石油股、乳制品股纷纷上扬， 大型科技股<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 高开逾1%，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅上周那个，","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 5月10日，港股主要指数高开，恒指涨0.58%报28776点，国指涨0.63%报10766点，恒生科技指数涨0.41%报7987点。 盘面上，药品股强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02196\">$复星医药(02196)$</a> 大涨15%，<a target=\"_blank\" href=\"https://laohu8.com/S/01099\">$国药控股(01099)$</a> 大涨近8%；钢铁有色金属股集体高开，中国有色矿业高开逾8%，<a target=\"_blank\" href=\"https://laohu8.com/S/01208\">$五矿资源(01208)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02899\">$紫金矿业(02899)$</a> 均上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/01053\">$重庆钢铁股份(01053)$</a> 涨近5%；煤炭股、烟草概念股、石油股、乳制品股纷纷上扬， 大型科技股<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 高开逾1%，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 小幅上周那个，","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 5月10日，港股主要指数高开，恒指涨0.58%报28776点，国指涨0.63%报10766点，恒生科技指数涨0.41%报7987点。 盘面上，药品股强势，$复星医药(02196)$ 大涨15%，$国药控股(01099)$ 大涨近8%；钢铁有色金属股集体高开，中国有色矿业高开逾8%，$五矿资源(01208)$ 、$紫金矿业(02899)$ 均上涨，$重庆钢铁股份(01053)$ 涨近5%；煤炭股、烟草概念股、石油股、乳制品股纷纷上扬， 大型科技股$小米集团-W(01810)$ 高开逾1%，$京东集团-SW(09618)$ 、$网易-S(09999)$ 小幅上周那个，","images":[{"img":"https://static.tigerbbs.com/ba4f5a67c3f36855365600dbee67f753","width":"1410","height":"748"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190878822","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193049903,"gmtCreate":1620741766502,"gmtModify":1620741766502,"author":{"id":"3582262861780404","authorId":"3582262861780404","name":"小虎62ip","avatar":"https://static.tigerbbs.com/33b02b217bee1e40f0472a8414b0a822","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582262861780404","authorIdStr":"3582262861780404"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193049903","repostId":"190987600","repostType":1,"isVote":1,"tweetType":1,"viewCount":1582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193050239,"gmtCreate":1620741407821,"gmtModify":1620741407821,"author":{"id":"3582262861780404","authorId":"3582262861780404","name":"小虎62ip","avatar":"https://static.tigerbbs.com/33b02b217bee1e40f0472a8414b0a822","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582262861780404","authorIdStr":"3582262861780404"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193050239","repostId":"190775067","repostType":1,"repost":{"id":190775067,"gmtCreate":1620655173555,"gmtModify":1620882164534,"author":{"id":"3493247054408315","authorId":"3493247054408315","name":"出没在交易圈的情报员","avatar":"https://static.tigerbbs.com/f410ba1d5e642b32faa3d84b28820597","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493247054408315","authorIdStr":"3493247054408315"},"themes":[],"title":"三个关键数据外加一件大事，当心A50的突然砸盘","htmlText":"看似平静的新的一周，做好准备，大幅波动可能随时出现。 首先从本周三开始，一直到本周五，每天都有重要的宏观经济数据公布，这些数据如果出现在往常可能并不会翻起多大的风浪，但我们刚刚经历的是始料未及的非农数据，这个让人不敢相信的26.6万的非农就业数据可能要经历本周三个数据的轮番考验，市场的短期预期又要波动起来了。 北京时间的本周三晚上8点半，美国将要公布4月CPI数据，市场预期为3.6%，比美联储的通胀目标整整高出了1.6个百分点，前值也有2.6%， 这次的数据会直接影响到短期通胀飙升的预期，对目前涨到高位的大宗商品，比如玉米，大豆，原油，铜，铁，木材，棉花，纸张等价格的中短期趋势定下基调。 如果结果高于或持平预期，说明刚刚的非农就业数据和通胀率之间的关系已经脱离了菲利普斯曲线，较高的失业率并没有对应上较低的通胀率，这从侧面给爆冷了非农数据打了一个问号：美联储的放水是有用的，经济已经接近过热，如果美联储的放水政策仍然不收手，那么我们可能会面临另一波更为汹涌的通胀潮的袭击。拥抱通胀，应该是我们未来一个月主要的做单逻辑。 当然你也要警惕本周美联储官员的陆续发言，他们对爆冷的非农数据和高企的通胀率是如何看待的。我们看一下时间表： 周二，2021年FOMC票委、芝加哥联储主席埃文斯就经济前景发表讲话； 周三，美联储理事布雷纳德发表经济前景讲话；2021年FOMC票委、旧金山联储主席戴利参与银行业会议炉边谈话； 2021年FOMC票委、亚特兰大联储主席博斯蒂克就经济前景发表讲话； 美联储副主席克拉里达发表讲话； 周五，美联储理事沃勒就美国经济前景发表讲话；圣路易斯联储主席布拉德就美国经济和货币政策发表讲话。 他们的讲话必然会涉及超级宽松政策和刚刚的非农和通胀率问题，这很重要，如果有鹰派声音出现，那么涨到高位的房地产，铜，铁矿石，玉米，大豆等期货很可能出现一波急速的回调","listText":"看似平静的新的一周，做好准备，大幅波动可能随时出现。 首先从本周三开始，一直到本周五，每天都有重要的宏观经济数据公布，这些数据如果出现在往常可能并不会翻起多大的风浪，但我们刚刚经历的是始料未及的非农数据，这个让人不敢相信的26.6万的非农就业数据可能要经历本周三个数据的轮番考验，市场的短期预期又要波动起来了。 北京时间的本周三晚上8点半，美国将要公布4月CPI数据，市场预期为3.6%，比美联储的通胀目标整整高出了1.6个百分点，前值也有2.6%， 这次的数据会直接影响到短期通胀飙升的预期，对目前涨到高位的大宗商品，比如玉米，大豆，原油，铜，铁，木材，棉花，纸张等价格的中短期趋势定下基调。 如果结果高于或持平预期，说明刚刚的非农就业数据和通胀率之间的关系已经脱离了菲利普斯曲线，较高的失业率并没有对应上较低的通胀率，这从侧面给爆冷了非农数据打了一个问号：美联储的放水是有用的，经济已经接近过热，如果美联储的放水政策仍然不收手，那么我们可能会面临另一波更为汹涌的通胀潮的袭击。拥抱通胀，应该是我们未来一个月主要的做单逻辑。 当然你也要警惕本周美联储官员的陆续发言，他们对爆冷的非农数据和高企的通胀率是如何看待的。我们看一下时间表： 周二，2021年FOMC票委、芝加哥联储主席埃文斯就经济前景发表讲话； 周三，美联储理事布雷纳德发表经济前景讲话；2021年FOMC票委、旧金山联储主席戴利参与银行业会议炉边谈话； 2021年FOMC票委、亚特兰大联储主席博斯蒂克就经济前景发表讲话； 美联储副主席克拉里达发表讲话； 周五，美联储理事沃勒就美国经济前景发表讲话；圣路易斯联储主席布拉德就美国经济和货币政策发表讲话。 他们的讲话必然会涉及超级宽松政策和刚刚的非农和通胀率问题，这很重要，如果有鹰派声音出现，那么涨到高位的房地产，铜，铁矿石，玉米，大豆等期货很可能出现一波急速的回调","text":"看似平静的新的一周，做好准备，大幅波动可能随时出现。 首先从本周三开始，一直到本周五，每天都有重要的宏观经济数据公布，这些数据如果出现在往常可能并不会翻起多大的风浪，但我们刚刚经历的是始料未及的非农数据，这个让人不敢相信的26.6万的非农就业数据可能要经历本周三个数据的轮番考验，市场的短期预期又要波动起来了。 北京时间的本周三晚上8点半，美国将要公布4月CPI数据，市场预期为3.6%，比美联储的通胀目标整整高出了1.6个百分点，前值也有2.6%， 这次的数据会直接影响到短期通胀飙升的预期，对目前涨到高位的大宗商品，比如玉米，大豆，原油，铜，铁，木材，棉花，纸张等价格的中短期趋势定下基调。 如果结果高于或持平预期，说明刚刚的非农就业数据和通胀率之间的关系已经脱离了菲利普斯曲线，较高的失业率并没有对应上较低的通胀率，这从侧面给爆冷了非农数据打了一个问号：美联储的放水是有用的，经济已经接近过热，如果美联储的放水政策仍然不收手，那么我们可能会面临另一波更为汹涌的通胀潮的袭击。拥抱通胀，应该是我们未来一个月主要的做单逻辑。 当然你也要警惕本周美联储官员的陆续发言，他们对爆冷的非农数据和高企的通胀率是如何看待的。我们看一下时间表： 周二，2021年FOMC票委、芝加哥联储主席埃文斯就经济前景发表讲话； 周三，美联储理事布雷纳德发表经济前景讲话；2021年FOMC票委、旧金山联储主席戴利参与银行业会议炉边谈话； 2021年FOMC票委、亚特兰大联储主席博斯蒂克就经济前景发表讲话； 美联储副主席克拉里达发表讲话； 周五，美联储理事沃勒就美国经济前景发表讲话；圣路易斯联储主席布拉德就美国经济和货币政策发表讲话。 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href=\"https://laohu8.com/S/02096\">$先声药业(02096)$</a>&nbsp;，超额认购590倍，高瓴资本为基石投资者。首发当日便破发，最大跌幅26.28%，令人咋舌！数据源自Wind金融终端向来受散户们追捧的高瓴作为港股基石投资者常客，一度成为港股打新的风向标。从2009年6月开始的瀚森制药，首日涨幅36.75%；12月的启明医疗，首日涨幅30.45%，保利物业，首日涨幅29.20%，到今年6月份的康基医疗，首日涨幅翻倍！一直到上个月上市的明源云，上市当日也近乎翻倍，最后到本月初上市的云顶新耀，暗盘首日都超过30%！从2019年走过2020年，高瓴哪一次不是大获丰收，然而为什么这次在先声药业上却栽了跟头呢？数据源自交易宝从先声药业二级市场席位数据可以判断，摩根士丹利已经开启绿鞋并执行，在上市首日和第二日拼命购买仍旧无济于事，过高的估值，二级市场并不买单，而且你无法阻止那些大量不限售的散户投资者！数据源自Wind金融终端数据源自华盛通先声药业从2007年纽交所上市成功募资2.26亿美元，市值最高一度超10亿美元，后被浑水和香橼多次做空，以及收购公司爆出狂犬疫苗造假案，公司于2013年私有","text":"物业股收割的季节尚未过去，生物医药却也迫不及待地抄起了手上的镰刀，看着锈迹斑斑的刀刃（业绩亏损），不如换个黄金刀柄（基石投资者），再把刀口磨上一磨，上阵收割！冬季已悄然来临，注定不会是收获的季节，却是最佳的收割季节；毕竟，秋天的果实，还都在口袋吧？曾几何时，港股物业股和生物医药股还都是市场争相追捧的萌宠。“10倍杠杆，20倍杠杆，上乙组！”各种口号，撩的散户们财心荡漾，小鹿乱撞。在那个买到即赚到的日子，港股市场尽是繁华盛世。而今时今日的港股市场，如果除去蚂蚁带给大家的兴奋和麻痹，估计剩下的尽是哀嚎！昨日，大热门的医药股$先声药业(02096)$ ，超额认购590倍，高瓴资本为基石投资者。首发当日便破发，最大跌幅26.28%，令人咋舌！数据源自Wind金融终端向来受散户们追捧的高瓴作为港股基石投资者常客，一度成为港股打新的风向标。从2009年6月开始的瀚森制药，首日涨幅36.75%；12月的启明医疗，首日涨幅30.45%，保利物业，首日涨幅29.20%，到今年6月份的康基医疗，首日涨幅翻倍！一直到上个月上市的明源云，上市当日也近乎翻倍，最后到本月初上市的云顶新耀，暗盘首日都超过30%！从2019年走过2020年，高瓴哪一次不是大获丰收，然而为什么这次在先声药业上却栽了跟头呢？数据源自交易宝从先声药业二级市场席位数据可以判断，摩根士丹利已经开启绿鞋并执行，在上市首日和第二日拼命购买仍旧无济于事，过高的估值，二级市场并不买单，而且你无法阻止那些大量不限售的散户投资者！数据源自Wind金融终端数据源自华盛通先声药业从2007年纽交所上市成功募资2.26亿美元，市值最高一度超10亿美元，后被浑水和香橼多次做空，以及收购公司爆出狂犬疫苗造假案，公司于2013年私有","images":[{"img":"https://static.tigerbbs.com/4f2e8b6fa9f24c4d2905f092cf4d9e77","width":"688","height":"1489"},{"img":"https://static.tigerbbs.com/c0db5809f2e455cda83f377236eb5cca","width":"688","height":"1489"},{"img":"https://static.tigerbbs.com/bc4b1c711ad5f36f39f671742e6cc34b","width":"600","height":"370"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308308558","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105656536,"gmtCreate":1620300744125,"gmtModify":1620300744125,"author":{"id":"3582262861780404","authorId":"3582262861780404","name":"小虎62ip","avatar":"https://static.tigerbbs.com/33b02b217bee1e40f0472a8414b0a822","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582262861780404","idStr":"3582262861780404"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105656536","repostId":"109373456","repostType":1,"repost":{"id":109373456,"gmtCreate":1619668910772,"gmtModify":1619684124322,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"苹果赚嗨了，新一季财报震惊华尔街！","htmlText":"周四，苹果盘前涨超3%。 2天后，一年一度的投资界盛会——巴菲特股东大会将要召开，众所周知，苹果是伯克希尔第一大重仓股，持股仓位近43%。 在大会召开之前，库克给巴菲特送了一份大礼。 美东时间4月28日盘后，科技巨头苹果发布了2021财年Q2财报，数据显示，在过去的一个季度，苹果实现896亿美元的营收，净利润达到236亿美元，同比暴增110%！ 新财报大超华尔街预期，赚嗨了苹果在财报发布后股价上涨2.34%，逼近历史新高！ 一花独放不是春，百花齐放春满园！ 对于苹果2021财年Q2财报，市场的预期一直较为悲观。 一般来说，每一财年的Q1财报对应自然年的四季度，往往是苹果新品发布和全球购物狂欢节密集举行的时刻，也是苹果营收最高的一个季度。 但上一财季，苹果在依靠大中华区玩命爆发的情况下，才支撑住营收增长21%，大本营美洲和第二大营收来源欧洲的营收增速表现并不好。 这让华尔街对本次财报预期较为悲观，毕竟单纯依赖大中华区爆发无疑于孤注一掷。没成想，一季度苹果全面开花，无论是手机还是电脑、无论是美洲还是欧洲，苹果皆异军突起，交出一份漂亮的答卷！ 具体来看，在Q2财季中，苹果实现896亿美元的营收，同比增长53.6%，远超彭博分析师一致预期的773亿美元的预测，也超越华尔街最乐观的831亿美元的预测值！ 从收入贡献来源来看，苹果一般划分2种类型收入，一个是产品销售收入，另一个是服务收入。 在Q2中，产品销售收入实现726.8亿美元，同比增长61.6%，超越53.6%的整体营收增速，是Q2财报大超预期的主要原因。 服务收入方面，受ios产品基数增长的影响，服务收入一直增长较为稳定，但在Q2，受益于产品销售暴增，服务收入同比增长26.6%，创下近期以来的新高！ 产品销售猛增不止是iPhone12比较香，从财报披露的数据来看，iPad销售额78亿美元，同比大增78%，是增速最快的产品类型。","listText":"周四，苹果盘前涨超3%。 2天后，一年一度的投资界盛会——巴菲特股东大会将要召开，众所周知，苹果是伯克希尔第一大重仓股，持股仓位近43%。 在大会召开之前，库克给巴菲特送了一份大礼。 美东时间4月28日盘后，科技巨头苹果发布了2021财年Q2财报，数据显示，在过去的一个季度，苹果实现896亿美元的营收，净利润达到236亿美元，同比暴增110%！ 新财报大超华尔街预期，赚嗨了苹果在财报发布后股价上涨2.34%，逼近历史新高！ 一花独放不是春，百花齐放春满园！ 对于苹果2021财年Q2财报，市场的预期一直较为悲观。 一般来说，每一财年的Q1财报对应自然年的四季度，往往是苹果新品发布和全球购物狂欢节密集举行的时刻，也是苹果营收最高的一个季度。 但上一财季，苹果在依靠大中华区玩命爆发的情况下，才支撑住营收增长21%，大本营美洲和第二大营收来源欧洲的营收增速表现并不好。 这让华尔街对本次财报预期较为悲观，毕竟单纯依赖大中华区爆发无疑于孤注一掷。没成想，一季度苹果全面开花，无论是手机还是电脑、无论是美洲还是欧洲，苹果皆异军突起，交出一份漂亮的答卷！ 具体来看，在Q2财季中，苹果实现896亿美元的营收，同比增长53.6%，远超彭博分析师一致预期的773亿美元的预测，也超越华尔街最乐观的831亿美元的预测值！ 从收入贡献来源来看，苹果一般划分2种类型收入，一个是产品销售收入，另一个是服务收入。 在Q2中，产品销售收入实现726.8亿美元，同比增长61.6%，超越53.6%的整体营收增速，是Q2财报大超预期的主要原因。 服务收入方面，受ios产品基数增长的影响，服务收入一直增长较为稳定，但在Q2，受益于产品销售暴增，服务收入同比增长26.6%，创下近期以来的新高！ 产品销售猛增不止是iPhone12比较香，从财报披露的数据来看，iPad销售额78亿美元，同比大增78%，是增速最快的产品类型。","text":"周四，苹果盘前涨超3%。 2天后，一年一度的投资界盛会——巴菲特股东大会将要召开，众所周知，苹果是伯克希尔第一大重仓股，持股仓位近43%。 在大会召开之前，库克给巴菲特送了一份大礼。 美东时间4月28日盘后，科技巨头苹果发布了2021财年Q2财报，数据显示，在过去的一个季度，苹果实现896亿美元的营收，净利润达到236亿美元，同比暴增110%！ 新财报大超华尔街预期，赚嗨了苹果在财报发布后股价上涨2.34%，逼近历史新高！ 一花独放不是春，百花齐放春满园！ 对于苹果2021财年Q2财报，市场的预期一直较为悲观。 一般来说，每一财年的Q1财报对应自然年的四季度，往往是苹果新品发布和全球购物狂欢节密集举行的时刻，也是苹果营收最高的一个季度。 但上一财季，苹果在依靠大中华区玩命爆发的情况下，才支撑住营收增长21%，大本营美洲和第二大营收来源欧洲的营收增速表现并不好。 这让华尔街对本次财报预期较为悲观，毕竟单纯依赖大中华区爆发无疑于孤注一掷。没成想，一季度苹果全面开花，无论是手机还是电脑、无论是美洲还是欧洲，苹果皆异军突起，交出一份漂亮的答卷！ 具体来看，在Q2财季中，苹果实现896亿美元的营收，同比增长53.6%，远超彭博分析师一致预期的773亿美元的预测，也超越华尔街最乐观的831亿美元的预测值！ 从收入贡献来源来看，苹果一般划分2种类型收入，一个是产品销售收入，另一个是服务收入。 在Q2中，产品销售收入实现726.8亿美元，同比增长61.6%，超越53.6%的整体营收增速，是Q2财报大超预期的主要原因。 服务收入方面，受ios产品基数增长的影响，服务收入一直增长较为稳定，但在Q2，受益于产品销售暴增，服务收入同比增长26.6%，创下近期以来的新高！ 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2天后，一年一度的投资界盛会——巴菲特股东大会将要召开，众所周知，苹果是伯克希尔第一大重仓股，持股仓位近43%。 在大会召开之前，库克给巴菲特送了一份大礼。 美东时间4月28日盘后，科技巨头苹果发布了2021财年Q2财报，数据显示，在过去的一个季度，苹果实现896亿美元的营收，净利润达到236亿美元，同比暴增110%！ 新财报大超华尔街预期，赚嗨了苹果在财报发布后股价上涨2.34%，逼近历史新高！ 一花独放不是春，百花齐放春满园！ 对于苹果2021财年Q2财报，市场的预期一直较为悲观。 一般来说，每一财年的Q1财报对应自然年的四季度，往往是苹果新品发布和全球购物狂欢节密集举行的时刻，也是苹果营收最高的一个季度。 但上一财季，苹果在依靠大中华区玩命爆发的情况下，才支撑住营收增长21%，大本营美洲和第二大营收来源欧洲的营收增速表现并不好。 这让华尔街对本次财报预期较为悲观，毕竟单纯依赖大中华区爆发无疑于孤注一掷。没成想，一季度苹果全面开花，无论是手机还是电脑、无论是美洲还是欧洲，苹果皆异军突起，交出一份漂亮的答卷！ 具体来看，在Q2财季中，苹果实现896亿美元的营收，同比增长53.6%，远超彭博分析师一致预期的773亿美元的预测，也超越华尔街最乐观的831亿美元的预测值！ 从收入贡献来源来看，苹果一般划分2种类型收入，一个是产品销售收入，另一个是服务收入。 在Q2中，产品销售收入实现726.8亿美元，同比增长61.6%，超越53.6%的整体营收增速，是Q2财报大超预期的主要原因。 服务收入方面，受ios产品基数增长的影响，服务收入一直增长较为稳定，但在Q2，受益于产品销售暴增，服务收入同比增长26.6%，创下近期以来的新高！ 产品销售猛增不止是iPhone12比较香，从财报披露的数据来看，iPad销售额78亿美元，同比大增78%，是增速最快的产品类型。","listText":"周四，苹果盘前涨超3%。 2天后，一年一度的投资界盛会——巴菲特股东大会将要召开，众所周知，苹果是伯克希尔第一大重仓股，持股仓位近43%。 在大会召开之前，库克给巴菲特送了一份大礼。 美东时间4月28日盘后，科技巨头苹果发布了2021财年Q2财报，数据显示，在过去的一个季度，苹果实现896亿美元的营收，净利润达到236亿美元，同比暴增110%！ 新财报大超华尔街预期，赚嗨了苹果在财报发布后股价上涨2.34%，逼近历史新高！ 一花独放不是春，百花齐放春满园！ 对于苹果2021财年Q2财报，市场的预期一直较为悲观。 一般来说，每一财年的Q1财报对应自然年的四季度，往往是苹果新品发布和全球购物狂欢节密集举行的时刻，也是苹果营收最高的一个季度。 但上一财季，苹果在依靠大中华区玩命爆发的情况下，才支撑住营收增长21%，大本营美洲和第二大营收来源欧洲的营收增速表现并不好。 这让华尔街对本次财报预期较为悲观，毕竟单纯依赖大中华区爆发无疑于孤注一掷。没成想，一季度苹果全面开花，无论是手机还是电脑、无论是美洲还是欧洲，苹果皆异军突起，交出一份漂亮的答卷！ 具体来看，在Q2财季中，苹果实现896亿美元的营收，同比增长53.6%，远超彭博分析师一致预期的773亿美元的预测，也超越华尔街最乐观的831亿美元的预测值！ 从收入贡献来源来看，苹果一般划分2种类型收入，一个是产品销售收入，另一个是服务收入。 在Q2中，产品销售收入实现726.8亿美元，同比增长61.6%，超越53.6%的整体营收增速，是Q2财报大超预期的主要原因。 服务收入方面，受ios产品基数增长的影响，服务收入一直增长较为稳定，但在Q2，受益于产品销售暴增，服务收入同比增长26.6%，创下近期以来的新高！ 产品销售猛增不止是iPhone12比较香，从财报披露的数据来看，iPad销售额78亿美元，同比大增78%，是增速最快的产品类型。","text":"周四，苹果盘前涨超3%。 2天后，一年一度的投资界盛会——巴菲特股东大会将要召开，众所周知，苹果是伯克希尔第一大重仓股，持股仓位近43%。 在大会召开之前，库克给巴菲特送了一份大礼。 美东时间4月28日盘后，科技巨头苹果发布了2021财年Q2财报，数据显示，在过去的一个季度，苹果实现896亿美元的营收，净利润达到236亿美元，同比暴增110%！ 新财报大超华尔街预期，赚嗨了苹果在财报发布后股价上涨2.34%，逼近历史新高！ 一花独放不是春，百花齐放春满园！ 对于苹果2021财年Q2财报，市场的预期一直较为悲观。 一般来说，每一财年的Q1财报对应自然年的四季度，往往是苹果新品发布和全球购物狂欢节密集举行的时刻，也是苹果营收最高的一个季度。 但上一财季，苹果在依靠大中华区玩命爆发的情况下，才支撑住营收增长21%，大本营美洲和第二大营收来源欧洲的营收增速表现并不好。 这让华尔街对本次财报预期较为悲观，毕竟单纯依赖大中华区爆发无疑于孤注一掷。没成想，一季度苹果全面开花，无论是手机还是电脑、无论是美洲还是欧洲，苹果皆异军突起，交出一份漂亮的答卷！ 具体来看，在Q2财季中，苹果实现896亿美元的营收，同比增长53.6%，远超彭博分析师一致预期的773亿美元的预测，也超越华尔街最乐观的831亿美元的预测值！ 从收入贡献来源来看，苹果一般划分2种类型收入，一个是产品销售收入，另一个是服务收入。 在Q2中，产品销售收入实现726.8亿美元，同比增长61.6%，超越53.6%的整体营收增速，是Q2财报大超预期的主要原因。 服务收入方面，受ios产品基数增长的影响，服务收入一直增长较为稳定，但在Q2，受益于产品销售暴增，服务收入同比增长26.6%，创下近期以来的新高！ 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2天后，一年一度的投资界盛会——巴菲特股东大会将要召开，众所周知，苹果是伯克希尔第一大重仓股，持股仓位近43%。 在大会召开之前，库克给巴菲特送了一份大礼。 美东时间4月28日盘后，科技巨头苹果发布了2021财年Q2财报，数据显示，在过去的一个季度，苹果实现896亿美元的营收，净利润达到236亿美元，同比暴增110%！ 新财报大超华尔街预期，赚嗨了苹果在财报发布后股价上涨2.34%，逼近历史新高！ 一花独放不是春，百花齐放春满园！ 对于苹果2021财年Q2财报，市场的预期一直较为悲观。 一般来说，每一财年的Q1财报对应自然年的四季度，往往是苹果新品发布和全球购物狂欢节密集举行的时刻，也是苹果营收最高的一个季度。 但上一财季，苹果在依靠大中华区玩命爆发的情况下，才支撑住营收增长21%，大本营美洲和第二大营收来源欧洲的营收增速表现并不好。 这让华尔街对本次财报预期较为悲观，毕竟单纯依赖大中华区爆发无疑于孤注一掷。没成想，一季度苹果全面开花，无论是手机还是电脑、无论是美洲还是欧洲，苹果皆异军突起，交出一份漂亮的答卷！ 具体来看，在Q2财季中，苹果实现896亿美元的营收，同比增长53.6%，远超彭博分析师一致预期的773亿美元的预测，也超越华尔街最乐观的831亿美元的预测值！ 从收入贡献来源来看，苹果一般划分2种类型收入，一个是产品销售收入，另一个是服务收入。 在Q2中，产品销售收入实现726.8亿美元，同比增长61.6%，超越53.6%的整体营收增速，是Q2财报大超预期的主要原因。 服务收入方面，受ios产品基数增长的影响，服务收入一直增长较为稳定，但在Q2，受益于产品销售暴增，服务收入同比增长26.6%，创下近期以来的新高！ 产品销售猛增不止是iPhone12比较香，从财报披露的数据来看，iPad销售额78亿美元，同比大增78%，是增速最快的产品类型。","listText":"周四，苹果盘前涨超3%。 2天后，一年一度的投资界盛会——巴菲特股东大会将要召开，众所周知，苹果是伯克希尔第一大重仓股，持股仓位近43%。 在大会召开之前，库克给巴菲特送了一份大礼。 美东时间4月28日盘后，科技巨头苹果发布了2021财年Q2财报，数据显示，在过去的一个季度，苹果实现896亿美元的营收，净利润达到236亿美元，同比暴增110%！ 新财报大超华尔街预期，赚嗨了苹果在财报发布后股价上涨2.34%，逼近历史新高！ 一花独放不是春，百花齐放春满园！ 对于苹果2021财年Q2财报，市场的预期一直较为悲观。 一般来说，每一财年的Q1财报对应自然年的四季度，往往是苹果新品发布和全球购物狂欢节密集举行的时刻，也是苹果营收最高的一个季度。 但上一财季，苹果在依靠大中华区玩命爆发的情况下，才支撑住营收增长21%，大本营美洲和第二大营收来源欧洲的营收增速表现并不好。 这让华尔街对本次财报预期较为悲观，毕竟单纯依赖大中华区爆发无疑于孤注一掷。没成想，一季度苹果全面开花，无论是手机还是电脑、无论是美洲还是欧洲，苹果皆异军突起，交出一份漂亮的答卷！ 具体来看，在Q2财季中，苹果实现896亿美元的营收，同比增长53.6%，远超彭博分析师一致预期的773亿美元的预测，也超越华尔街最乐观的831亿美元的预测值！ 从收入贡献来源来看，苹果一般划分2种类型收入，一个是产品销售收入，另一个是服务收入。 在Q2中，产品销售收入实现726.8亿美元，同比增长61.6%，超越53.6%的整体营收增速，是Q2财报大超预期的主要原因。 服务收入方面，受ios产品基数增长的影响，服务收入一直增长较为稳定，但在Q2，受益于产品销售暴增，服务收入同比增长26.6%，创下近期以来的新高！ 产品销售猛增不止是iPhone12比较香，从财报披露的数据来看，iPad销售额78亿美元，同比大增78%，是增速最快的产品类型。","text":"周四，苹果盘前涨超3%。 2天后，一年一度的投资界盛会——巴菲特股东大会将要召开，众所周知，苹果是伯克希尔第一大重仓股，持股仓位近43%。 在大会召开之前，库克给巴菲特送了一份大礼。 美东时间4月28日盘后，科技巨头苹果发布了2021财年Q2财报，数据显示，在过去的一个季度，苹果实现896亿美元的营收，净利润达到236亿美元，同比暴增110%！ 新财报大超华尔街预期，赚嗨了苹果在财报发布后股价上涨2.34%，逼近历史新高！ 一花独放不是春，百花齐放春满园！ 对于苹果2021财年Q2财报，市场的预期一直较为悲观。 一般来说，每一财年的Q1财报对应自然年的四季度，往往是苹果新品发布和全球购物狂欢节密集举行的时刻，也是苹果营收最高的一个季度。 但上一财季，苹果在依靠大中华区玩命爆发的情况下，才支撑住营收增长21%，大本营美洲和第二大营收来源欧洲的营收增速表现并不好。 这让华尔街对本次财报预期较为悲观，毕竟单纯依赖大中华区爆发无疑于孤注一掷。没成想，一季度苹果全面开花，无论是手机还是电脑、无论是美洲还是欧洲，苹果皆异军突起，交出一份漂亮的答卷！ 具体来看，在Q2财季中，苹果实现896亿美元的营收，同比增长53.6%，远超彭博分析师一致预期的773亿美元的预测，也超越华尔街最乐观的831亿美元的预测值！ 从收入贡献来源来看，苹果一般划分2种类型收入，一个是产品销售收入，另一个是服务收入。 在Q2中，产品销售收入实现726.8亿美元，同比增长61.6%，超越53.6%的整体营收增速，是Q2财报大超预期的主要原因。 服务收入方面，受ios产品基数增长的影响，服务收入一直增长较为稳定，但在Q2，受益于产品销售暴增，服务收入同比增长26.6%，创下近期以来的新高！ 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本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 上周末，投资圈被一位“忘了密码”的“股神”大妈刷屏了。 这位“最牛大妈”在2008年花了5万多块买入长春高新，买完之后忘了密码，最近到营业厅想重置密码时发现账户里市值已高达500万，13年里赚了100倍。 两个月前，基金圈还有另一位大妈，同样是忘记了密码，几年没动过基金账户，经女儿提醒想起后发现买的基金已经翻了13倍。 超高的回报，让众多天天盯盘疯狂研究却仍获利甚微的个人投资者直呼“你大妈到底还是你大妈”；“不说了，十年后再看账户”。 十年百倍的收益率虽然看起来甚是惊人，细细推敲下却不难发现，在A股市场，如果纯凭运气，此举成功的概率并不高。 按照2008年前上市，目前仍在交易的A股标的看，12年间只有长春高新和通策医疗两只股票涨幅超过100倍，押中长春高新的概率是1/1525，押中二者之一的概率是1/763，这个概率是非常非常低的。涨50倍的也只有7只股票，押中的概率只有0.5%。就算把这个要求放宽到10倍股，也仅能挑出86只股票。其中，机构热捧的东方雨虹，隆基股份，康泰生物等股票均榜上有名。 从大师价值线上我们也可以看出，当优质股票被发掘出来之后，作为稀缺标的，其股价必然一路水涨船高，此时普通投资者再想上车已经是难之又难。而且此时股价的高位波动也非常考研投资者的心态，这两只股票到现在还没有从年初机构抱团股的调整中完全恢复过来，年初上车的人大半被“割了韭菜”。 因此，我们要在长期持有中获利，最好的方法还是发掘那些有强大增长潜力，目前价值被低估的股票。在购买前，学巴菲特问问自己：如果接下来3-5年内股市持续闭市，那这家公司我还会买吗？弄明白了这一点，相信很多人心中的答案都呼之欲出了。在这个标准下再去选股，或许能帮助您更笃定地选出可以长期持有的公司。 A股近10年增长较快的股票","listText":"点击蓝字关注，教你像大师一样投资！ 本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 上周末，投资圈被一位“忘了密码”的“股神”大妈刷屏了。 这位“最牛大妈”在2008年花了5万多块买入长春高新，买完之后忘了密码，最近到营业厅想重置密码时发现账户里市值已高达500万，13年里赚了100倍。 两个月前，基金圈还有另一位大妈，同样是忘记了密码，几年没动过基金账户，经女儿提醒想起后发现买的基金已经翻了13倍。 超高的回报，让众多天天盯盘疯狂研究却仍获利甚微的个人投资者直呼“你大妈到底还是你大妈”；“不说了，十年后再看账户”。 十年百倍的收益率虽然看起来甚是惊人，细细推敲下却不难发现，在A股市场，如果纯凭运气，此举成功的概率并不高。 按照2008年前上市，目前仍在交易的A股标的看，12年间只有长春高新和通策医疗两只股票涨幅超过100倍，押中长春高新的概率是1/1525，押中二者之一的概率是1/763，这个概率是非常非常低的。涨50倍的也只有7只股票，押中的概率只有0.5%。就算把这个要求放宽到10倍股，也仅能挑出86只股票。其中，机构热捧的东方雨虹，隆基股份，康泰生物等股票均榜上有名。 从大师价值线上我们也可以看出，当优质股票被发掘出来之后，作为稀缺标的，其股价必然一路水涨船高，此时普通投资者再想上车已经是难之又难。而且此时股价的高位波动也非常考研投资者的心态，这两只股票到现在还没有从年初机构抱团股的调整中完全恢复过来，年初上车的人大半被“割了韭菜”。 因此，我们要在长期持有中获利，最好的方法还是发掘那些有强大增长潜力，目前价值被低估的股票。在购买前，学巴菲特问问自己：如果接下来3-5年内股市持续闭市，那这家公司我还会买吗？弄明白了这一点，相信很多人心中的答案都呼之欲出了。在这个标准下再去选股，或许能帮助您更笃定地选出可以长期持有的公司。 A股近10年增长较快的股票","text":"点击蓝字关注，教你像大师一样投资！ 本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 上周末，投资圈被一位“忘了密码”的“股神”大妈刷屏了。 这位“最牛大妈”在2008年花了5万多块买入长春高新，买完之后忘了密码，最近到营业厅想重置密码时发现账户里市值已高达500万，13年里赚了100倍。 两个月前，基金圈还有另一位大妈，同样是忘记了密码，几年没动过基金账户，经女儿提醒想起后发现买的基金已经翻了13倍。 超高的回报，让众多天天盯盘疯狂研究却仍获利甚微的个人投资者直呼“你大妈到底还是你大妈”；“不说了，十年后再看账户”。 十年百倍的收益率虽然看起来甚是惊人，细细推敲下却不难发现，在A股市场，如果纯凭运气，此举成功的概率并不高。 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