m李木子的个人主页 - 老虎社区

m李木子

m李木子

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IP属地：河南

142关注

3粉丝

10主题

0勋章

2021-06-23

$满帮(YMM)$晒晒更赚钱💰 一分也是赚

2021-12-08

$安能物流(09956)$分享涨一涨

2021-12-02

$安能物流(09956)$[喷血] [喷血] [喷血]

2021-05-25

祝我中签有新就打吧

@小虎老师:【干货】港股打新，你不能错过的知识点！

2021-08-26

这篇文章不错，转发给大家看

@Buy_Sell:🚀【8月26日】涨嗨！纳指标普创新高！今天什么值得买？

01-26

亏损耗子老子不动我看看能起死回生吗

2022-09-01

这篇文章不错，转发给大家看

@小虎通知:9月免佣月活动继续，合约再更新：A50，纳指和德指全部免佣

2022-01-04

转发给大家看看自己判断如何

@Iverson:无惧通胀，为什么麦当劳是机构持仓的不二选择？

2022-01-04

$森松国际(02155)$晒晒太阳涨涨

2021-12-29

$敏华控股(01999)$是什么样子瞎子摸黑

2021-12-15

$安能物流(09956)$持仓这是啥东西[流泪]

2021-12-15

$安能物流(09956)$[喷血] [喷血]

2021-12-07

$谭仔国际(02217)$冲冲上上

2021-12-07

$海伦司(09869)$[看涨] [梭哈]

2021-12-07

$谭仔国际(02217)$敢不敢能不能涨上去[捂脸]

2021-12-06

$安能物流(09956)$等待吧

2021-12-06

$安能物流(09956)$[流泪]

2021-12-02

$谭仔国际(02217)$你敢上车吗

2021-08-26

又亏了，买的不是时候啊

2021-08-12

最近在忙什么呀

去老虎APP查看更多动态

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9月伊始，我们的免佣月活动继续，这个月我们将对纳指，A50还有德指，以及其相关的小，微合约进行免佣，免佣优惠活动，我们会坚持到年底哦，所以想用优惠价格来交易期货的朋友，老虎是你今年最棒的选择。 参与的方式很简单，只要点击下方链接，参加活动并领取免佣卡，在该月里交易这个合约，就都能享受到免佣的福利啦。 <a href=\"https://r.tigerbbs.com/lri2\" target=\"_blank\">=====免佣月活动领取处=====</a> 这个链接在免佣合约的行情列表下也会有入口： 这些被免佣的合约，我们通常都会选择在最为热门的品种上，为的就是能让大家能在老虎用最低的交易成本，感受到期货交易的乐趣。 前三个月，我们选取了，A50，纳指，道指，还有人民币合约以及港交所期货等流动性最强，最为知名的几大合约做了全月免佣的优惠。刚过去的一个月，我们免佣了黄金，原油这样最为典型的大宗商品期货，那么接下来的几个月，你们想免佣哪些合约呢？ 留言给我吧，有什么问题，或者对于期货你有什么更好的优惠活动上的建议，都可以提哦。 如果你对期货交易还不熟悉，来看看我们给你准备的入门教程吧，磨刀不误砍柴工： <a href=\"https://laohu8.com/TW/952825422\" target=\"_blank\">关于股指期货和原油期货的知识点汇总</a>","text":"虎友们大家好，我们最新一个月的免佣主题活动又要更新了。 在整个8月份，我们免佣了主要的大宗期货产品，比如美黄金和美原油，以及其相关的小，微合约都被全部免佣、这一个月来，由于美联储的加息预期反复变化，原油经历了大幅的震荡，贵金属也走出了过山车式的行情，你的期货交易斩获了多少收益呢？是不是也体会到我们这次免佣活动满满的诚意了呢？ 9月伊始，我们的免佣月活动继续，这个月我们将对纳指，A50还有德指，以及其相关的小，微合约进行免佣，免佣优惠活动，我们会坚持到年底哦，所以想用优惠价格来交易期货的朋友，老虎是你今年最棒的选择。 参与的方式很简单，只要点击下方链接，参加活动并领取免佣卡，在该月里交易这个合约，就都能享受到免佣的福利啦。 =====免佣月活动领取处===== 这个链接在免佣合约的行情列表下也会有入口： 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href=\"https://laohu8.com/S/00598\">$中国外运(00598)$</a> 绩后涨4.4%，<a target=\"_blank\" href=\"https://laohu8.com/S/00323\">$马鞍山钢铁股份(00323)$</a> 大涨超7%；药品股、乳业股、风电股、物管股普遍上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/01530\">$三生制药(01530)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02319\">$蒙牛乳业(02319)$</a> 均高开逾3%；大型科网股多数高开，<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 涨2.56%，二季度净利增逾八成。<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 涨1.36%，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨1%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 低开1.4","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 8月26日讯，港股三大指数开盘涨跌不一，恒指跌0.08%报25673点，国指涨0.08%报9082点，恒生科技指数涨0.51%报6492点。盘面上，钢铁股、港口航运股表现强势，$中国外运(00598)$ 绩后涨4.4%，$马鞍山钢铁股份(00323)$ 大涨超7%；药品股、乳业股、风电股、物管股普遍上涨，$三生制药(01530)$ 、$蒙牛乳业(02319)$ 均高开逾3%；大型科网股多数高开，$小米集团-W(01810)$ 涨2.56%，二季度净利增逾八成。$京东集团-SW(09618)$ 涨1.36%，$百度集团-SW(09888)$ 涨1%，$快手-W(01024)$ 低开1.4","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810359867","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810352177,"gmtCreate":1629946670099,"gmtModify":1629946670099,"author":{"id":"3582856679212200","authorId":"3582856679212200","name":"m李木子","avatar":"https://static.tigerbbs.com/3ba1db975184a06c5905a744b90d4d34","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"又亏了，买的不是时候啊","listText":"又亏了，买的不是时候啊","text":"又亏了，买的不是时候啊","images":[{"img":"https://static.tigerbbs.com/a6cde229fb6971ba66222ab04b09c2dd","width":"1080","height":"3329"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810352177","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":895899152,"gmtCreate":1628731945476,"gmtModify":1628731945476,"author":{"id":"3582856679212200","authorId":"3582856679212200","name":"m李木子","avatar":"https://static.tigerbbs.com/3ba1db975184a06c5905a744b90d4d34","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"最近在忙什么呀","listText":"最近在忙什么呀","text":"最近在忙什么呀","images":[{"img":"https://static.tigerbbs.com/2c57e3ffbba7c9fa3e8af67d2cc37944","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895899152","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":141400310,"gmtCreate":1625883284430,"gmtModify":1625883284430,"author":{"id":"3582856679212200","authorId":"3582856679212200","name":"m李木子","avatar":"https://static.tigerbbs.com/3ba1db975184a06c5905a744b90d4d34","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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/141400310","repostId":"143120517","repostType":1,"repost":{"id":143120517,"gmtCreate":1625783234639,"gmtModify":1625889041396,"author":{"id":"3549983650758959","authorId":"3549983650758959","name":"逆向投资Master","avatar":"https://static.tigerbbs.com/cf76f93ea767e5a3379eb4d7a9d95572","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Wish 到底值多钱？用贴现现金流方式来得到答案","htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>&nbsp; 贴现现金流，即现金流量贴现法(Discounted Cash Flow Method)，是把企业未来特定期间内的预期现金流量还原为当前现值。由于企业价值的真髓还是它未来盈利的能力，只有当企业具备这种能力，它的价值才会被市场认同，因此理论界通常把现金流量贴现法作为企业价值评估的首选方法，在评估实践中也得到了大量的应用，并且已经日趋完善和成熟。&nbsp;以下是用于确定 ContextLogic 内在价值的数据源、输入和计算。 NasdaqGS:WISH 贴现现金流数据来源 数据点源值 估值模型 2 阶段自由现金流入股本 11 个分析师估计的杠杆自由现金流平均值（标准普尔全球）见下文 贴现率（权益成本） 见下文 6.9% 美国长期政府债券利率的 5 年平均永久增长率 2.0% 贴现现金流的一个重要部分是贴现率，下面我们将解释它是如何计算的。数据点计算/源结果 美国长期政府债券利率的 5 年平均无风险利率 2.0% 股票风险溢价标准普尔全球 4.7% 在线零售无杠杆 Beta 简单华尔街/标准普尔全球 1.05 重新杠杆 Beta = 0.33 + [(0.66 * 无杠杆 Beta) * (1 + (1 - 税率) (债务/市场股票))] = 0.33 + [(0.66 * 1.048) * (1 + (1 - 21.0%) (0.71%))] 1.036 杠杆 Beta 杠杆 Beta 限制为 0.8 到 2.0 （稳定公司的实际范围）1.036 贴现率/股权成本 = 股权成本 = 无风险利率 +（杠杆 Beta * 股权风险溢价） = 1.99% + (1.036 * 4.72%) 6.88%&nbsp;&nbsp;NasdaqGS","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>&nbsp; 贴现现金流，即现金流量贴现法(Discounted Cash Flow Method)，是把企业未来特定期间内的预期现金流量还原为当前现值。由于企业价值的真髓还是它未来盈利的能力，只有当企业具备这种能力，它的价值才会被市场认同，因此理论界通常把现金流量贴现法作为企业价值评估的首选方法，在评估实践中也得到了大量的应用，并且已经日趋完善和成熟。&nbsp;以下是用于确定 ContextLogic 内在价值的数据源、输入和计算。 NasdaqGS:WISH 贴现现金流数据来源 数据点源值 估值模型 2 阶段自由现金流入股本 11 个分析师估计的杠杆自由现金流平均值（标准普尔全球）见下文 贴现率（权益成本） 见下文 6.9% 美国长期政府债券利率的 5 年平均永久增长率 2.0% 贴现现金流的一个重要部分是贴现率，下面我们将解释它是如何计算的。数据点计算/源结果 美国长期政府债券利率的 5 年平均无风险利率 2.0% 股票风险溢价标准普尔全球 4.7% 在线零售无杠杆 Beta 简单华尔街/标准普尔全球 1.05 重新杠杆 Beta = 0.33 + [(0.66 * 无杠杆 Beta) * (1 + (1 - 税率) (债务/市场股票))] = 0.33 + [(0.66 * 1.048) * (1 + (1 - 21.0%) (0.71%))] 1.036 杠杆 Beta 杠杆 Beta 限制为 0.8 到 2.0 （稳定公司的实际范围）1.036 贴现率/股权成本 = 股权成本 = 无风险利率 +（杠杆 Beta * 股权风险溢价） = 1.99% + (1.036 * 4.72%) 6.88%&nbsp;&nbsp;NasdaqGS","text":"$ContextLogic Inc.(WISH)$ 贴现现金流，即现金流量贴现法(Discounted Cash Flow Method)，是把企业未来特定期间内的预期现金流量还原为当前现值。由于企业价值的真髓还是它未来盈利的能力，只有当企业具备这种能力，它的价值才会被市场认同，因此理论界通常把现金流量贴现法作为企业价值评估的首选方法，在评估实践中也得到了大量的应用，并且已经日趋完善和成熟。 以下是用于确定 ContextLogic 内在价值的数据源、输入和计算。 NasdaqGS:WISH 贴现现金流数据来源 数据点源值 估值模型 2 阶段自由现金流入股本 11 个分析师估计的杠杆自由现金流平均值（标准普尔全球）见下文 贴现率（权益成本） 见下文 6.9% 美国长期政府债券利率的 5 年平均永久增长率 2.0% 贴现现金流的一个重要部分是贴现率，下面我们将解释它是如何计算的。数据点计算/源结果 美国长期政府债券利率的 5 年平均无风险利率 2.0% 股票风险溢价标准普尔全球 4.7% 在线零售无杠杆 Beta 简单华尔街/标准普尔全球 1.05 重新杠杆 Beta = 0.33 + [(0.66 * 无杠杆 Beta) * (1 + (1 - 税率) (债务/市场股票))] = 0.33 + [(0.66 * 1.048) * (1 + (1 - 21.0%) (0.71%))] 1.036 杠杆 Beta 杠杆 Beta 限制为 0.8 到 2.0 （稳定公司的实际范围）1.036 贴现率/股权成本 = 股权成本 = 无风险利率 +（杠杆 Beta * 股权风险溢价） = 1.99% + (1.036 * 4.72%) 6.88% 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要想在港股市场认购新股，首先必须要有港股的证券账户，但并不要求有持仓，只需要在互联网券商公司如老虎证券开户入金就可以参与了。而A股打新则需要现持有一定市值的股票才可操作，沪港通还没有开通打新的业务。其次，港股与A股的上市制度也有所不同，港股采用了注册制，相比A股的审批制相对较为宽松，也没有市盈率的要求，因此企业赴港上市的节奏也会稍快。此外，A股打新就是另一种形式的“买彩票”而港股的中签率则要大于A股。新股发行之前，如果认购的人比较多，将通过抽签决定股票的分配。其中一个重要的概念是一手中签率，即只申购一手的情况下，中签一手的概率。A股普遍中签率在0.03%左右，但港股实施的是优先保证一户一签的分配政策，尽量每个申购者和散户都能抽到一手，剩余股票再根据递减原则进行分配的公平分配机制，但大热的新股由于引来太多投资者参与，会导致中签率降低，可以从香港联交所信息披露网站查询具体分配情","text":"本文是港股打新介绍的合集，全是干货，建议收藏后阅读，也建议各位动动小手把它分享给需要了解的朋友。 什么是打新？ 公司上市又称为首次公开发行（IPO），是指一家公司设定一个发行价格区间首次向公众发行股票进行融资。“打新”即指投资者参与认购首次公开招股，有机会以最终确定的发行价在上市当天买入股票。 公司拟于香港主板上市，需向香港联交所提交申请，由联交所统一审批并发布，分为国际配售和公开发售两部分。国际配售是直接卖给专业投资者（一般为机构投资者或者大额个人投资者）的部分，包括基石投资和锚定投资。其中，基石投资者获得的配售股票具有半年的锁定期。上市条例规定一般情况下国际配售占到整个发行量的90%以上。剩下的为公开发售，也就是个人投资者参与打新的部分。另设回拨机制，根据公开发售超购倍数扩大公开发售部分的比例，公开发售最多可以占整个发行量的50%，以保证个人投资者有足够的机会参与。 港股打新与A股打新的区别有哪些？ 要想在港股市场认购新股，首先必须要有港股的证券账户，但并不要求有持仓，只需要在互联网券商公司如老虎证券开户入金就可以参与了。而A股打新则需要现持有一定市值的股票才可操作，沪港通还没有开通打新的业务。其次，港股与A股的上市制度也有所不同，港股采用了注册制，相比A股的审批制相对较为宽松，也没有市盈率的要求，因此企业赴港上市的节奏也会稍快。此外，A股打新就是另一种形式的“买彩票”而港股的中签率则要大于A股。新股发行之前，如果认购的人比较多，将通过抽签决定股票的分配。其中一个重要的概念是一手中签率，即只申购一手的情况下，中签一手的概率。A股普遍中签率在0.03%左右，但港股实施的是优先保证一户一签的分配政策，尽量每个申购者和散户都能抽到一手，剩余股票再根据递减原则进行分配的公平分配机制，但大热的新股由于引来太多投资者参与，会导致中签率降低，可以从香港联交所信息披露网站查询具体分配情","images":[{"img":"https://static.tigerbbs.com/89ec5d0749c3caff90191eb5ca911454","width":"300","height":"300"},{"img":"https://static.tigerbbs.com/0f3f6e911825ab005fd4004494f96890","width":"1042","height":"958"},{"img":"https://static.tigerbbs.com/f7eba5df0560f722b732dac5d12fabc2","width":"750","height":"1334"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337759336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810125735,"gmtCreate":1629954501627,"gmtModify":1629954501627,"author":{"id":"3582856679212200","authorId":"3582856679212200","name":"m李木子","avatar":"https://static.tigerbbs.com/3ba1db975184a06c5905a744b90d4d34","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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/810125735","repostId":"810359867","repostType":1,"repost":{"id":810359867,"gmtCreate":1629946334756,"gmtModify":1629946889197,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"🚀【8月26日】涨嗨！纳指标普创新高！今天什么值得买？","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。 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9月伊始，我们的免佣月活动继续，这个月我们将对纳指，A50还有德指，以及其相关的小，微合约进行免佣，免佣优惠活动，我们会坚持到年底哦，所以想用优惠价格来交易期货的朋友，老虎是你今年最棒的选择。 参与的方式很简单，只要点击下方链接，参加活动并领取免佣卡，在该月里交易这个合约，就都能享受到免佣的福利啦。 <a href=\"https://r.tigerbbs.com/lri2\" target=\"_blank\">=====免佣月活动领取处=====</a> 这个链接在免佣合约的行情列表下也会有入口： 这些被免佣的合约，我们通常都会选择在最为热门的品种上，为的就是能让大家能在老虎用最低的交易成本，感受到期货交易的乐趣。 前三个月，我们选取了，A50，纳指，道指，还有人民币合约以及港交所期货等流动性最强，最为知名的几大合约做了全月免佣的优惠。刚过去的一个月，我们免佣了黄金，原油这样最为典型的大宗商品期货，那么接下来的几个月，你们想免佣哪些合约呢？ 留言给我吧，有什么问题，或者对于期货你有什么更好的优惠活动上的建议，都可以提哦。 如果你对期货交易还不熟悉，来看看我们给你准备的入门教程吧，磨刀不误砍柴工： <a href=\"https://laohu8.com/TW/952825422\" target=\"_blank\">关于股指期货和原油期货的知识点汇总</a>","text":"虎友们大家好，我们最新一个月的免佣主题活动又要更新了。 在整个8月份，我们免佣了主要的大宗期货产品，比如美黄金和美原油，以及其相关的小，微合约都被全部免佣、这一个月来，由于美联储的加息预期反复变化，原油经历了大幅的震荡，贵金属也走出了过山车式的行情，你的期货交易斩获了多少收益呢？是不是也体会到我们这次免佣活动满满的诚意了呢？ 9月伊始，我们的免佣月活动继续，这个月我们将对纳指，A50还有德指，以及其相关的小，微合约进行免佣，免佣优惠活动，我们会坚持到年底哦，所以想用优惠价格来交易期货的朋友，老虎是你今年最棒的选择。 参与的方式很简单，只要点击下方链接，参加活动并领取免佣卡，在该月里交易这个合约，就都能享受到免佣的福利啦。 =====免佣月活动领取处===== 这个链接在免佣合约的行情列表下也会有入口： 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都是世界上具价值的快餐品牌，他们都属于典型的消费品，以低风险和稳收益著称，具备完美的抗通胀属性。年初至今，麦当劳和百胜集团涨幅高达27%，领衔道指。即使在疫情最严重的2020年，二者也有10%的涨幅。 今年以来，全球通胀预期持续抬升，从大宗商品到芯片、汽车等，这种情况下资金涌向了抗通胀概念股寻求避险，比如大科技股TAAMG和耐用消费板块<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> 。 对于这两家知名的快餐品牌来说，2020年和2021年上半年，疫情反复导致大量门店关闭，业绩不可避免的出现下滑。而进入下半年，门店恢复营业，通胀却成为市场更关注的主题。 要知道通胀对企业利润的影响是不同的。像肯德基、麦当劳、可口可乐这种品牌认可度更高、消费粘性更高的企业，他们的定价权往往更强。不是说通胀对这些企业没有影响，比如人工、原材料上升也会推升成本，而是这些企业可以在销量下降更少的情况下提价，将成本转嫁给消费者。 甚至出现一种情况，即便企业提价，产品销量还在上涨，企业利润大幅增长，这就是为什么在高通胀时期，麦当劳、可口可乐这种品牌附加值更高的企业更受资金追捧。 疫情期间的餐饮业极其艰难，许多小品牌已陷入负增长，肯德基麦当劳盈利曾都出现断崖式的下跌，尤其是中国市场，情况要更加复杂，今年三季度，这两家餐饮巨头还在大中华区苦苦挣扎。好在美国市场和国际市场收入都恢复了强劲增长，推动三季度营收和盈利超预期","text":"$麦当劳(MCD)$ 和肯德基母公司$百胜餐饮集团(YUM)$ 都是世界上具价值的快餐品牌，他们都属于典型的消费品，以低风险和稳收益著称，具备完美的抗通胀属性。年初至今，麦当劳和百胜集团涨幅高达27%，领衔道指。即使在疫情最严重的2020年，二者也有10%的涨幅。 今年以来，全球通胀预期持续抬升，从大宗商品到芯片、汽车等，这种情况下资金涌向了抗通胀概念股寻求避险，比如大科技股TAAMG和耐用消费板块$消费品指数ETF-SPDR主要消费品(XLP)$ 。 对于这两家知名的快餐品牌来说，2020年和2021年上半年，疫情反复导致大量门店关闭，业绩不可避免的出现下滑。而进入下半年，门店恢复营业，通胀却成为市场更关注的主题。 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