虎狼横行的个人主页 - 老虎社区

虎狼横行

虎狼横行

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IP属地：江西

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2主题

0勋章

2021-08-13

😖

抱歉，原内容已删除

2021-08-10

摸不透的是股市人心。

2021-08-02

$上为集团(SGOC)$选错了股，难过😔

2021-07-31

这篇文章不错，转发给大家看

@格隆汇:这一回，张坤认真反思了

2021-07-31

这篇文章不错，转发给大家看

@东哥不疾而速:谈谈暴跌中的教育股，危机还是机遇？

2021-07-19

$特步国际(01368)$赚钱难，上次做空不知情，大大的亏空！

2021-07-01

$每日优鲜(MF)$这只股变换无底！

2021-06-22

这两天选股不佳

2021-06-19

很有吸引力！

@熊出墨请注意:换个角度聊聊招股书：滴滴没有秘密

2021-06-15

这篇文章很有新意

@小虎AV:近日，北京。北京路边已经实现了自动收费，不足半小时不计费。一程序员小哥远程操作自己的爱车在25分钟时挪一下车位，从而规避了停车计费。小哥称特斯拉是支持编程的，如果编一个程序，每25分钟自动循环挪车，是不是就能实现永久免费停车？该小哥还设想：如果程序升级成了特斯拉自己出去跑滴滴，你敢坐吗？[吃瓜]$特斯拉(TSLA)$

2021-06-15

美股做空，谁有好的建议？

2021-06-14

小白理财，小打小闹

2021-06-12

我看了美股大盘走势红十字星，下周上涨概率高！你们怎么看？

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/SGOC\">$上为集团(SGOC)$</a>选错了股，难过😔","listText":"<a href=\"https://laohu8.com/S/SGOC\">$上为集团(SGOC)$</a>选错了股，难过😔","text":"$上为集团(SGOC)$选错了股，难过😔","images":[{"img":"https://static.tigerbbs.com/bbea242cad34ba899df4e8da1ae0e799","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804923385","isVote":1,"tweetType":1,"viewCount":2481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":806553407,"gmtCreate":1627683061309,"gmtModify":1627683061309,"author":{"id":"3584005219718970","authorId":"3584005219718970","name":"虎狼横行","avatar":"https://static.tigerbbs.com/99bf3ce43632a16574ae6ac6efdb557c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584005219718970","authorIdStr":"3584005219718970"},"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/806553407","repostId":"178180191","repostType":1,"repost":{"id":178180191,"gmtCreate":1626791737913,"gmtModify":1708211771940,"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":"这一回，张坤认真反思了","htmlText":"2021年，张坤掌托的4只基金表现不如人意，令基民们倍感煎熬。截止19日，亚洲精选、中小盘、优质企业三年持有、蓝筹精选收益率分别为-13.24%、-5.22%、2.18%、4.93%。其中，中小盘和蓝筹精选两只规模接近1200亿，是张坤掌托的主力基金，但回报率还不及深成指，更不用提创业板指了。7个月过去了，不少基民心中有一个疑惑：继续坚守还是逃离？昨日，张坤的4只基金披露了二季度业绩报告，得以让我们一览仓位调整与总结反思，来给接下来的投资指明一些方向。1一览仓位调整今年Q2末，易方达中小盘管理规模287亿，较Q1下滑27.6亿，较2020Q4下滑114亿。只过了半年，中小盘规模锐减了近30%，跟较为糟糕的业绩表现直接相关。去年白酒疯狂大涨，中小盘因重仓茅五泸洋40%的仓位而屡创新高，规模也从去年二季度的191亿，快速攀升至年末的401亿。但今年白酒炒作热潮褪去，叠加基金回报率骤降，赎回杀跌也开始了。二季度，中小盘仓位调动并不大。美年健康最新持仓量仍然高达1.8亿股，持有市值16.4亿，从Q1第一大重仓股被动掉到第6。忽略Q2小幅减仓的780万股，张坤在该股上一个季度大幅亏损超过12亿元。要知道美年Q2股价大跌超40%。另外，中炬高新一股没动，Q2同样巨亏2.2亿元。此外，张坤大幅减仓五粮液550万股，持仓市值从一季度的28.9亿掉到15.8亿。另外，减仓茅台30万股，小幅减仓通策、天坛生物、苏泊尔，小幅加仓恒生电子、华兰生物、百润股份。整体来看，张坤前10大仓位没有怎么动，主要就是减仓白酒——仓位占比仅13.4%，较一季度减少4.8%，较去年Q4更是大幅砍仓25%。值得注意的是，这是2015年以来张坤掌托中小盘前10大重仓股中持有白酒最低的一次。过去6年多，大多数的时候基本都维持在25%+的仓位占比。重仓白酒，几度风雨才创造了张坤的投资神话。但当前却大幅抛售白酒，把仓位占比","listText":"2021年，张坤掌托的4只基金表现不如人意，令基民们倍感煎熬。截止19日，亚洲精选、中小盘、优质企业三年持有、蓝筹精选收益率分别为-13.24%、-5.22%、2.18%、4.93%。其中，中小盘和蓝筹精选两只规模接近1200亿，是张坤掌托的主力基金，但回报率还不及深成指，更不用提创业板指了。7个月过去了，不少基民心中有一个疑惑：继续坚守还是逃离？昨日，张坤的4只基金披露了二季度业绩报告，得以让我们一览仓位调整与总结反思，来给接下来的投资指明一些方向。1一览仓位调整今年Q2末，易方达中小盘管理规模287亿，较Q1下滑27.6亿，较2020Q4下滑114亿。只过了半年，中小盘规模锐减了近30%，跟较为糟糕的业绩表现直接相关。去年白酒疯狂大涨，中小盘因重仓茅五泸洋40%的仓位而屡创新高，规模也从去年二季度的191亿，快速攀升至年末的401亿。但今年白酒炒作热潮褪去，叠加基金回报率骤降，赎回杀跌也开始了。二季度，中小盘仓位调动并不大。美年健康最新持仓量仍然高达1.8亿股，持有市值16.4亿，从Q1第一大重仓股被动掉到第6。忽略Q2小幅减仓的780万股，张坤在该股上一个季度大幅亏损超过12亿元。要知道美年Q2股价大跌超40%。另外，中炬高新一股没动，Q2同样巨亏2.2亿元。此外，张坤大幅减仓五粮液550万股，持仓市值从一季度的28.9亿掉到15.8亿。另外，减仓茅台30万股，小幅减仓通策、天坛生物、苏泊尔，小幅加仓恒生电子、华兰生物、百润股份。整体来看，张坤前10大仓位没有怎么动，主要就是减仓白酒——仓位占比仅13.4%，较一季度减少4.8%，较去年Q4更是大幅砍仓25%。值得注意的是，这是2015年以来张坤掌托中小盘前10大重仓股中持有白酒最低的一次。过去6年多，大多数的时候基本都维持在25%+的仓位占比。重仓白酒，几度风雨才创造了张坤的投资神话。但当前却大幅抛售白酒，把仓位占比","text":"2021年，张坤掌托的4只基金表现不如人意，令基民们倍感煎熬。截止19日，亚洲精选、中小盘、优质企业三年持有、蓝筹精选收益率分别为-13.24%、-5.22%、2.18%、4.93%。其中，中小盘和蓝筹精选两只规模接近1200亿，是张坤掌托的主力基金，但回报率还不及深成指，更不用提创业板指了。7个月过去了，不少基民心中有一个疑惑：继续坚守还是逃离？昨日，张坤的4只基金披露了二季度业绩报告，得以让我们一览仓位调整与总结反思，来给接下来的投资指明一些方向。1一览仓位调整今年Q2末，易方达中小盘管理规模287亿，较Q1下滑27.6亿，较2020Q4下滑114亿。只过了半年，中小盘规模锐减了近30%，跟较为糟糕的业绩表现直接相关。去年白酒疯狂大涨，中小盘因重仓茅五泸洋40%的仓位而屡创新高，规模也从去年二季度的191亿，快速攀升至年末的401亿。但今年白酒炒作热潮褪去，叠加基金回报率骤降，赎回杀跌也开始了。二季度，中小盘仓位调动并不大。美年健康最新持仓量仍然高达1.8亿股，持有市值16.4亿，从Q1第一大重仓股被动掉到第6。忽略Q2小幅减仓的780万股，张坤在该股上一个季度大幅亏损超过12亿元。要知道美年Q2股价大跌超40%。另外，中炬高新一股没动，Q2同样巨亏2.2亿元。此外，张坤大幅减仓五粮液550万股，持仓市值从一季度的28.9亿掉到15.8亿。另外，减仓茅台30万股，小幅减仓通策、天坛生物、苏泊尔，小幅加仓恒生电子、华兰生物、百润股份。整体来看，张坤前10大仓位没有怎么动，主要就是减仓白酒——仓位占比仅13.4%，较一季度减少4.8%，较去年Q4更是大幅砍仓25%。值得注意的是，这是2015年以来张坤掌托中小盘前10大重仓股中持有白酒最低的一次。过去6年多，大多数的时候基本都维持在25%+的仓位占比。重仓白酒，几度风雨才创造了张坤的投资神话。但当前却大幅抛售白酒，把仓位占比","images":[{"img":"https://static.tigerbbs.com/0d1903acf338e0de2d0d5c22277e71ec"},{"img":"https://static.tigerbbs.com/4a92da2459302305527ec5b34b90a317"},{"img":"https://static.tigerbbs.com/d647de2755c886a1fc9d17156d4452eb"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178180191","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806553214,"gmtCreate":1627683041638,"gmtModify":1627683041638,"author":{"id":"3584005219718970","authorId":"3584005219718970","name":"虎狼横行","avatar":"https://static.tigerbbs.com/99bf3ce43632a16574ae6ac6efdb557c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584005219718970","authorIdStr":"3584005219718970"},"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/806553214","repostId":"175407610","repostType":1,"repost":{"id":175407610,"gmtCreate":1627045051030,"gmtModify":1627049157135,"author":{"id":"3469666730588285","authorId":"3469666730588285","name":"东哥不疾而速","avatar":"https://static.tigerbbs.com/353822250870391f1f67a74a8438da99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3469666730588285","authorIdStr":"3469666730588285"},"themes":[],"title":"谈谈暴跌中的教育股，危机还是机遇？","htmlText":"大跌下的新东方，危机or机遇？今日午后，港股上市的教育股全线暴跌，新东方港股股持续走低，14点之后，股价开始加速跳水，盘中一度重挫50%。港股教育股重挫惨烈抛售潮同样也在美股市场上演，中概教育股美股盘前也遭重挫，截至发稿，新东方跌超40%，好未来跌超44%，高途跌超20%。教育股股价持续走跌源于教育监管环境的变化。5月21日，中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。东哥认为，国内教育股的逻辑和外部环境已经完全改变，512意见后将不具备任何投资价值，如今来看几乎是一语成谶，只是没想到变化的步伐如此之快。主要原因如图：1.现有学科类统一登记为非盈利机构，这等于是从根上要了目前教育机构的命；2.学科类培训机构一律不准上市融资，排除任何资本化运作，这等于是断了教育机构的财路；3.学科类培训机构备案制改为审批制，这等于是卡住了教育机构的源头。红头文件这三招，招招致命！k12教育股基本可以凉了。其他教育股瓜田李下。教育培训类机构的外部环境完全改变，整个行业在未来会变相的再次“国有化”以及“非盈利”。总之，所有以教育名义从家长口袋里掏钱，影响社会购买力、增加家长育儿恐惧的教育培训业务，不管k12还是民办大学教育，最终都必然在整顿之列，至少对年年涨学费和大额分红，就不要想了。对高教股，要小心。新政策利空k12、利好高教股高职股的说法，不过是一厢情愿，所有教育股都几乎不可幸免！今年在好未来和新东方这两个过去最优秀的教育股上抄底亏钱的人肯定有很多。东哥十几年的炒股经验得出的一个结论是：危机出现的时候坚决不买出头鸟！类似于目前风口上的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>&nbsp;","listText":"大跌下的新东方，危机or机遇？今日午后，港股上市的教育股全线暴跌，新东方港股股持续走低，14点之后，股价开始加速跳水，盘中一度重挫50%。港股教育股重挫惨烈抛售潮同样也在美股市场上演，中概教育股美股盘前也遭重挫，截至发稿，新东方跌超40%，好未来跌超44%，高途跌超20%。教育股股价持续走跌源于教育监管环境的变化。5月21日，中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。东哥认为，国内教育股的逻辑和外部环境已经完全改变，512意见后将不具备任何投资价值，如今来看几乎是一语成谶，只是没想到变化的步伐如此之快。主要原因如图：1.现有学科类统一登记为非盈利机构，这等于是从根上要了目前教育机构的命；2.学科类培训机构一律不准上市融资，排除任何资本化运作，这等于是断了教育机构的财路；3.学科类培训机构备案制改为审批制，这等于是卡住了教育机构的源头。红头文件这三招，招招致命！k12教育股基本可以凉了。其他教育股瓜田李下。教育培训类机构的外部环境完全改变，整个行业在未来会变相的再次“国有化”以及“非盈利”。总之，所有以教育名义从家长口袋里掏钱，影响社会购买力、增加家长育儿恐惧的教育培训业务，不管k12还是民办大学教育，最终都必然在整顿之列，至少对年年涨学费和大额分红，就不要想了。对高教股，要小心。新政策利空k12、利好高教股高职股的说法，不过是一厢情愿，所有教育股都几乎不可幸免！今年在好未来和新东方这两个过去最优秀的教育股上抄底亏钱的人肯定有很多。东哥十几年的炒股经验得出的一个结论是：危机出现的时候坚决不买出头鸟！类似于目前风口上的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>&nbsp;","text":"大跌下的新东方，危机or机遇？今日午后，港股上市的教育股全线暴跌，新东方港股股持续走低，14点之后，股价开始加速跳水，盘中一度重挫50%。港股教育股重挫惨烈抛售潮同样也在美股市场上演，中概教育股美股盘前也遭重挫，截至发稿，新东方跌超40%，好未来跌超44%，高途跌超20%。教育股股价持续走跌源于教育监管环境的变化。5月21日，中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。东哥认为，国内教育股的逻辑和外部环境已经完全改变，512意见后将不具备任何投资价值，如今来看几乎是一语成谶，只是没想到变化的步伐如此之快。主要原因如图：1.现有学科类统一登记为非盈利机构，这等于是从根上要了目前教育机构的命；2.学科类培训机构一律不准上市融资，排除任何资本化运作，这等于是断了教育机构的财路；3.学科类培训机构备案制改为审批制，这等于是卡住了教育机构的源头。红头文件这三招，招招致命！k12教育股基本可以凉了。其他教育股瓜田李下。教育培训类机构的外部环境完全改变，整个行业在未来会变相的再次“国有化”以及“非盈利”。总之，所有以教育名义从家长口袋里掏钱，影响社会购买力、增加家长育儿恐惧的教育培训业务，不管k12还是民办大学教育，最终都必然在整顿之列，至少对年年涨学费和大额分红，就不要想了。对高教股，要小心。新政策利空k12、利好高教股高职股的说法，不过是一厢情愿，所有教育股都几乎不可幸免！今年在好未来和新东方这两个过去最优秀的教育股上抄底亏钱的人肯定有很多。东哥十几年的炒股经验得出的一个结论是：危机出现的时候坚决不买出头鸟！类似于目前风口上的$新东方(EDU)$","images":[{"img":"https://static.tigerbbs.com/04a86c07fe42b32b73c202c8e98bf007","width":"1000","height":"500"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175407610","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173638573,"gmtCreate":1626656717292,"gmtModify":1626656717292,"author":{"id":"3584005219718970","authorId":"3584005219718970","name":"虎狼横行","avatar":"https://static.tigerbbs.com/99bf3ce43632a16574ae6ac6efdb557c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584005219718970","authorIdStr":"3584005219718970"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>这只股变换无底！","listText":"<a 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target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>&nbsp;","listText":"大跌下的新东方，危机or机遇？今日午后，港股上市的教育股全线暴跌，新东方港股股持续走低，14点之后，股价开始加速跳水，盘中一度重挫50%。港股教育股重挫惨烈抛售潮同样也在美股市场上演，中概教育股美股盘前也遭重挫，截至发稿，新东方跌超40%，好未来跌超44%，高途跌超20%。教育股股价持续走跌源于教育监管环境的变化。5月21日，中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。东哥认为，国内教育股的逻辑和外部环境已经完全改变，512意见后将不具备任何投资价值，如今来看几乎是一语成谶，只是没想到变化的步伐如此之快。主要原因如图：1.现有学科类统一登记为非盈利机构，这等于是从根上要了目前教育机构的命；2.学科类培训机构一律不准上市融资，排除任何资本化运作，这等于是断了教育机构的财路；3.学科类培训机构备案制改为审批制，这等于是卡住了教育机构的源头。红头文件这三招，招招致命！k12教育股基本可以凉了。其他教育股瓜田李下。教育培训类机构的外部环境完全改变，整个行业在未来会变相的再次“国有化”以及“非盈利”。总之，所有以教育名义从家长口袋里掏钱，影响社会购买力、增加家长育儿恐惧的教育培训业务，不管k12还是民办大学教育，最终都必然在整顿之列，至少对年年涨学费和大额分红，就不要想了。对高教股，要小心。新政策利空k12、利好高教股高职股的说法，不过是一厢情愿，所有教育股都几乎不可幸免！今年在好未来和新东方这两个过去最优秀的教育股上抄底亏钱的人肯定有很多。东哥十几年的炒股经验得出的一个结论是：危机出现的时候坚决不买出头鸟！类似于目前风口上的<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>&nbsp;","text":"大跌下的新东方，危机or机遇？今日午后，港股上市的教育股全线暴跌，新东方港股股持续走低，14点之后，股价开始加速跳水，盘中一度重挫50%。港股教育股重挫惨烈抛售潮同样也在美股市场上演，中概教育股美股盘前也遭重挫，截至发稿，新东方跌超40%，好未来跌超44%，高途跌超20%。教育股股价持续走跌源于教育监管环境的变化。5月21日，中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。东哥认为，国内教育股的逻辑和外部环境已经完全改变，512意见后将不具备任何投资价值，如今来看几乎是一语成谶，只是没想到变化的步伐如此之快。主要原因如图：1.现有学科类统一登记为非盈利机构，这等于是从根上要了目前教育机构的命；2.学科类培训机构一律不准上市融资，排除任何资本化运作，这等于是断了教育机构的财路；3.学科类培训机构备案制改为审批制，这等于是卡住了教育机构的源头。红头文件这三招，招招致命！k12教育股基本可以凉了。其他教育股瓜田李下。教育培训类机构的外部环境完全改变，整个行业在未来会变相的再次“国有化”以及“非盈利”。总之，所有以教育名义从家长口袋里掏钱，影响社会购买力、增加家长育儿恐惧的教育培训业务，不管k12还是民办大学教育，最终都必然在整顿之列，至少对年年涨学费和大额分红，就不要想了。对高教股，要小心。新政策利空k12、利好高教股高职股的说法，不过是一厢情愿，所有教育股都几乎不可幸免！今年在好未来和新东方这两个过去最优秀的教育股上抄底亏钱的人肯定有很多。东哥十几年的炒股经验得出的一个结论是：危机出现的时候坚决不买出头鸟！类似于目前风口上的$新东方(EDU)$","images":[{"img":"https://static.tigerbbs.com/04a86c07fe42b32b73c202c8e98bf007","width":"1000","height":"500"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175407610","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129177347,"gmtCreate":1624367695089,"gmtModify":1624367695089,"author":{"id":"3584005219718970","authorId":"3584005219718970","name":"虎狼横行","avatar":"https://static.tigerbbs.com/99bf3ce43632a16574ae6ac6efdb557c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584005219718970","authorIdStr":"3584005219718970"},"themes":[],"htmlText":"这两天选股不佳","listText":"这两天选股不佳","text":"这两天选股不佳","images":[{"img":"https://static.tigerbbs.com/4e93c7d4f9b44477fd0c42e925b9d184","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129177347","isVote":1,"tweetType":1,"viewCount":2160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":162805884,"gmtCreate":1624053627548,"gmtModify":1624053627548,"author":{"id":"3584005219718970","authorId":"3584005219718970","name":"虎狼横行","avatar":"https://static.tigerbbs.com/99bf3ce43632a16574ae6ac6efdb557c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584005219718970","authorIdStr":"3584005219718970"},"themes":[],"htmlText":"很有吸引力！","listText":"很有吸引力！","text":"很有吸引力！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162805884","repostId":"187643829","repostType":1,"repost":{"id":187643829,"gmtCreate":1623753405061,"gmtModify":1623815040672,"author":{"id":"3491194629425280","authorId":"3491194629425280","name":"熊出墨请注意","avatar":"https://static.laohu8.com/4bc193492b48ad3c5082df0a1762b044","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491194629425280","authorIdStr":"3491194629425280"},"themes":[],"title":"换个角度聊聊招股书：滴滴没有秘密","htmlText":"这几天最引人关注的消息，莫过于滴滴上市。6月11日，滴滴正式向SEC递交了IPO招股书。这意味着，近9年时间以来，人们第一次有了近距离观察这家共享出行巨头的机会。由此，其招股书被业界拿着放大镜翻来覆去解读了N遍。那么问题来了，相关内容已经满天飞的情况下，如何换个新角度看滴滴？熊出墨决定从最简单的数据出发，以还原滴滴真实本色为止，尝试为大家带来一些增量信息。文：彬彬（熊出墨请注意）质地决定一切先来看招股书里最为显性的一点信息：滴滴不赚钱。2018年、2019年和2020年，滴滴的营收分别为1353亿元、1548亿元和1417亿元；在截至2021年3月31日的三个月，公司营收为422亿元人民币。营收高达千亿，但滴滴并未实现盈利，过去三年净亏损分别为 150 亿元人民币、97 亿元人民币和 106 亿元人民币。这组数据是否代表着盈利能力不达预期？非也。相较于账面上的亏损，对滴滴盈利能力的判断实际上应该聚焦于底层的质地。梳理滴滴的9年创业历程可以看到，其基本盘一直保持着稳健地增长。2012年，初创期的滴滴一面市就遇到一道难题，即司乘两端都没有使用打车软件的意愿。天公作美，那年冬天的第一场雪帮助网约车行业完成了冷启动期的市场教育，滴滴迅速打开市场。随之而来的，还有日趋激烈的竞争。“滴滴是一家非常没有安全感的公司，出生在血海狼窝，生下来就面临激烈的竞争”，如创始人程维所讲，残酷的商战中不是你死就是我亡。网约车市场第一次大战在2013年打响，主要集中在滴滴和快的之间的较劲。一年多以后，实力更强的滴滴完成了对快的收购。但没能消停没多久，滴滴又迎来了新的对手——优步中国。第二轮烧钱大战开启。优步中国半年烧掉15亿美金、滴滴上线10亿人民币“免费坐快车”......步步紧逼，战况较上一波更为胶着。后来的结局大家都看到，胜利属于滴滴，其于2016年8月完成了对优步中国的并购。至此，网约车市场的战","listText":"这几天最引人关注的消息，莫过于滴滴上市。6月11日，滴滴正式向SEC递交了IPO招股书。这意味着，近9年时间以来，人们第一次有了近距离观察这家共享出行巨头的机会。由此，其招股书被业界拿着放大镜翻来覆去解读了N遍。那么问题来了，相关内容已经满天飞的情况下，如何换个新角度看滴滴？熊出墨决定从最简单的数据出发，以还原滴滴真实本色为止，尝试为大家带来一些增量信息。文：彬彬（熊出墨请注意）质地决定一切先来看招股书里最为显性的一点信息：滴滴不赚钱。2018年、2019年和2020年，滴滴的营收分别为1353亿元、1548亿元和1417亿元；在截至2021年3月31日的三个月，公司营收为422亿元人民币。营收高达千亿，但滴滴并未实现盈利，过去三年净亏损分别为 150 亿元人民币、97 亿元人民币和 106 亿元人民币。这组数据是否代表着盈利能力不达预期？非也。相较于账面上的亏损，对滴滴盈利能力的判断实际上应该聚焦于底层的质地。梳理滴滴的9年创业历程可以看到，其基本盘一直保持着稳健地增长。2012年，初创期的滴滴一面市就遇到一道难题，即司乘两端都没有使用打车软件的意愿。天公作美，那年冬天的第一场雪帮助网约车行业完成了冷启动期的市场教育，滴滴迅速打开市场。随之而来的，还有日趋激烈的竞争。“滴滴是一家非常没有安全感的公司，出生在血海狼窝，生下来就面临激烈的竞争”，如创始人程维所讲，残酷的商战中不是你死就是我亡。网约车市场第一次大战在2013年打响，主要集中在滴滴和快的之间的较劲。一年多以后，实力更强的滴滴完成了对快的收购。但没能消停没多久，滴滴又迎来了新的对手——优步中国。第二轮烧钱大战开启。优步中国半年烧掉15亿美金、滴滴上线10亿人民币“免费坐快车”......步步紧逼，战况较上一波更为胶着。后来的结局大家都看到，胜利属于滴滴，其于2016年8月完成了对优步中国的并购。至此，网约车市场的战","text":"这几天最引人关注的消息，莫过于滴滴上市。6月11日，滴滴正式向SEC递交了IPO招股书。这意味着，近9年时间以来，人们第一次有了近距离观察这家共享出行巨头的机会。由此，其招股书被业界拿着放大镜翻来覆去解读了N遍。那么问题来了，相关内容已经满天飞的情况下，如何换个新角度看滴滴？熊出墨决定从最简单的数据出发，以还原滴滴真实本色为止，尝试为大家带来一些增量信息。文：彬彬（熊出墨请注意）质地决定一切先来看招股书里最为显性的一点信息：滴滴不赚钱。2018年、2019年和2020年，滴滴的营收分别为1353亿元、1548亿元和1417亿元；在截至2021年3月31日的三个月，公司营收为422亿元人民币。营收高达千亿，但滴滴并未实现盈利，过去三年净亏损分别为 150 亿元人民币、97 亿元人民币和 106 亿元人民币。这组数据是否代表着盈利能力不达预期？非也。相较于账面上的亏损，对滴滴盈利能力的判断实际上应该聚焦于底层的质地。梳理滴滴的9年创业历程可以看到，其基本盘一直保持着稳健地增长。2012年，初创期的滴滴一面市就遇到一道难题，即司乘两端都没有使用打车软件的意愿。天公作美，那年冬天的第一场雪帮助网约车行业完成了冷启动期的市场教育，滴滴迅速打开市场。随之而来的，还有日趋激烈的竞争。“滴滴是一家非常没有安全感的公司，出生在血海狼窝，生下来就面临激烈的竞争”，如创始人程维所讲，残酷的商战中不是你死就是我亡。网约车市场第一次大战在2013年打响，主要集中在滴滴和快的之间的较劲。一年多以后，实力更强的滴滴完成了对快的收购。但没能消停没多久，滴滴又迎来了新的对手——优步中国。第二轮烧钱大战开启。优步中国半年烧掉15亿美金、滴滴上线10亿人民币“免费坐快车”......步步紧逼，战况较上一波更为胶着。后来的结局大家都看到，胜利属于滴滴，其于2016年8月完成了对优步中国的并购。至此，网约车市场的战","images":[{"img":"https://static.tigerbbs.com/1266b78f0952a2e107df58e786427827","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/8ca4dbd5626fe738cfb5d7a3f08bec4d","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/06768a1f2254415b4a1329826074aeb7","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187643829","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184846991,"gmtCreate":1623710435113,"gmtModify":1623710435113,"author":{"id":"3584005219718970","authorId":"3584005219718970","name":"虎狼横行","avatar":"https://static.tigerbbs.com/99bf3ce43632a16574ae6ac6efdb557c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584005219718970","authorIdStr":"3584005219718970"},"themes":[],"htmlText":"这篇文章很有新意","listText":"这篇文章很有新意","text":"这篇文章很有新意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184846991","repostId":"181124807","repostType":1,"repost":{"id":181124807,"gmtCreate":1623379807006,"gmtModify":1623382036262,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"对不起，我用特斯拉薅了社会主义羊毛","htmlText":"\n \n \n  近日，北京。北京路边已经实现了自动收费，不足半小时不计费。一程序员小哥远程操作自己的爱车在25分钟时挪一下车位，从而规避了停车计费。小哥称特斯拉是支持编程的，如果编一个程序，每25分钟自动循环挪车，是不是就能实现永久免费停车？该小哥还设想：如果程序升级成了特斯拉自己出去跑滴滴，你敢坐吗？[吃瓜]<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>\n \n","listText":"近日，北京。北京路边已经实现了自动收费，不足半小时不计费。一程序员小哥远程操作自己的爱车在25分钟时挪一下车位，从而规避了停车计费。小哥称特斯拉是支持编程的，如果编一个程序，每25分钟自动循环挪车，是不是就能实现永久免费停车？该小哥还设想：如果程序升级成了特斯拉自己出去跑滴滴，你敢坐吗？[吃瓜]<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"近日，北京。北京路边已经实现了自动收费，不足半小时不计费。一程序员小哥远程操作自己的爱车在25分钟时挪一下车位，从而规避了停车计费。小哥称特斯拉是支持编程的，如果编一个程序，每25分钟自动循环挪车，是不是就能实现永久免费停车？该小哥还设想：如果程序升级成了特斯拉自己出去跑滴滴，你敢坐吗？[吃瓜]$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/79bf04c6b0f15d5c4e3f15697dabf4c0","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181124807","isVote":1,"tweetType":2,"object":{"id":"f3328fe7756b459e946dca3838e561ab","tweetId":"181124807","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/20cec48f3701925919187261496/pNudlKV7zAQA.mp4","poster":"https://static.tigerbbs.com/79bf04c6b0f15d5c4e3f15697dabf4c0"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185906657,"gmtCreate":1623629262379,"gmtModify":1623629262379,"author":{"id":"3584005219718970","authorId":"3584005219718970","name":"虎狼横行","avatar":"https://static.tigerbbs.com/99bf3ce43632a16574ae6ac6efdb557c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584005219718970","authorIdStr":"3584005219718970"},"themes":[],"htmlText":"小白理财，小打小闹","listText":"小白理财，小打小闹","text":"小白理财，小打小闹","images":[{"img":"https://static.tigerbbs.com/a95f4d298b383e3f12fc74fa24997b81","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185906657","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":806553407,"gmtCreate":1627683061309,"gmtModify":1627683061309,"author":{"id":"3584005219718970","authorId":"3584005219718970","name":"虎狼横行","avatar":"https://static.tigerbbs.com/99bf3ce43632a16574ae6ac6efdb557c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584005219718970","authorIdStr":"3584005219718970"},"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/806553407","repostId":"178180191","repostType":1,"repost":{"id":178180191,"gmtCreate":1626791737913,"gmtModify":1708211771940,"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":"这一回，张坤认真反思了","htmlText":"2021年，张坤掌托的4只基金表现不如人意，令基民们倍感煎熬。截止19日，亚洲精选、中小盘、优质企业三年持有、蓝筹精选收益率分别为-13.24%、-5.22%、2.18%、4.93%。其中，中小盘和蓝筹精选两只规模接近1200亿，是张坤掌托的主力基金，但回报率还不及深成指，更不用提创业板指了。7个月过去了，不少基民心中有一个疑惑：继续坚守还是逃离？昨日，张坤的4只基金披露了二季度业绩报告，得以让我们一览仓位调整与总结反思，来给接下来的投资指明一些方向。1一览仓位调整今年Q2末，易方达中小盘管理规模287亿，较Q1下滑27.6亿，较2020Q4下滑114亿。只过了半年，中小盘规模锐减了近30%，跟较为糟糕的业绩表现直接相关。去年白酒疯狂大涨，中小盘因重仓茅五泸洋40%的仓位而屡创新高，规模也从去年二季度的191亿，快速攀升至年末的401亿。但今年白酒炒作热潮褪去，叠加基金回报率骤降，赎回杀跌也开始了。二季度，中小盘仓位调动并不大。美年健康最新持仓量仍然高达1.8亿股，持有市值16.4亿，从Q1第一大重仓股被动掉到第6。忽略Q2小幅减仓的780万股，张坤在该股上一个季度大幅亏损超过12亿元。要知道美年Q2股价大跌超40%。另外，中炬高新一股没动，Q2同样巨亏2.2亿元。此外，张坤大幅减仓五粮液550万股，持仓市值从一季度的28.9亿掉到15.8亿。另外，减仓茅台30万股，小幅减仓通策、天坛生物、苏泊尔，小幅加仓恒生电子、华兰生物、百润股份。整体来看，张坤前10大仓位没有怎么动，主要就是减仓白酒——仓位占比仅13.4%，较一季度减少4.8%，较去年Q4更是大幅砍仓25%。值得注意的是，这是2015年以来张坤掌托中小盘前10大重仓股中持有白酒最低的一次。过去6年多，大多数的时候基本都维持在25%+的仓位占比。重仓白酒，几度风雨才创造了张坤的投资神话。但当前却大幅抛售白酒，把仓位占比","listText":"2021年，张坤掌托的4只基金表现不如人意，令基民们倍感煎熬。截止19日，亚洲精选、中小盘、优质企业三年持有、蓝筹精选收益率分别为-13.24%、-5.22%、2.18%、4.93%。其中，中小盘和蓝筹精选两只规模接近1200亿，是张坤掌托的主力基金，但回报率还不及深成指，更不用提创业板指了。7个月过去了，不少基民心中有一个疑惑：继续坚守还是逃离？昨日，张坤的4只基金披露了二季度业绩报告，得以让我们一览仓位调整与总结反思，来给接下来的投资指明一些方向。1一览仓位调整今年Q2末，易方达中小盘管理规模287亿，较Q1下滑27.6亿，较2020Q4下滑114亿。只过了半年，中小盘规模锐减了近30%，跟较为糟糕的业绩表现直接相关。去年白酒疯狂大涨，中小盘因重仓茅五泸洋40%的仓位而屡创新高，规模也从去年二季度的191亿，快速攀升至年末的401亿。但今年白酒炒作热潮褪去，叠加基金回报率骤降，赎回杀跌也开始了。二季度，中小盘仓位调动并不大。美年健康最新持仓量仍然高达1.8亿股，持有市值16.4亿，从Q1第一大重仓股被动掉到第6。忽略Q2小幅减仓的780万股，张坤在该股上一个季度大幅亏损超过12亿元。要知道美年Q2股价大跌超40%。另外，中炬高新一股没动，Q2同样巨亏2.2亿元。此外，张坤大幅减仓五粮液550万股，持仓市值从一季度的28.9亿掉到15.8亿。另外，减仓茅台30万股，小幅减仓通策、天坛生物、苏泊尔，小幅加仓恒生电子、华兰生物、百润股份。整体来看，张坤前10大仓位没有怎么动，主要就是减仓白酒——仓位占比仅13.4%，较一季度减少4.8%，较去年Q4更是大幅砍仓25%。值得注意的是，这是2015年以来张坤掌托中小盘前10大重仓股中持有白酒最低的一次。过去6年多，大多数的时候基本都维持在25%+的仓位占比。重仓白酒，几度风雨才创造了张坤的投资神话。但当前却大幅抛售白酒，把仓位占比","text":"2021年，张坤掌托的4只基金表现不如人意，令基民们倍感煎熬。截止19日，亚洲精选、中小盘、优质企业三年持有、蓝筹精选收益率分别为-13.24%、-5.22%、2.18%、4.93%。其中，中小盘和蓝筹精选两只规模接近1200亿，是张坤掌托的主力基金，但回报率还不及深成指，更不用提创业板指了。7个月过去了，不少基民心中有一个疑惑：继续坚守还是逃离？昨日，张坤的4只基金披露了二季度业绩报告，得以让我们一览仓位调整与总结反思，来给接下来的投资指明一些方向。1一览仓位调整今年Q2末，易方达中小盘管理规模287亿，较Q1下滑27.6亿，较2020Q4下滑114亿。只过了半年，中小盘规模锐减了近30%，跟较为糟糕的业绩表现直接相关。去年白酒疯狂大涨，中小盘因重仓茅五泸洋40%的仓位而屡创新高，规模也从去年二季度的191亿，快速攀升至年末的401亿。但今年白酒炒作热潮褪去，叠加基金回报率骤降，赎回杀跌也开始了。二季度，中小盘仓位调动并不大。美年健康最新持仓量仍然高达1.8亿股，持有市值16.4亿，从Q1第一大重仓股被动掉到第6。忽略Q2小幅减仓的780万股，张坤在该股上一个季度大幅亏损超过12亿元。要知道美年Q2股价大跌超40%。另外，中炬高新一股没动，Q2同样巨亏2.2亿元。此外，张坤大幅减仓五粮液550万股，持仓市值从一季度的28.9亿掉到15.8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