+关注
Stikman
暂无个人介绍
IP属地:未知
11
关注
7
粉丝
0
主题
0
勋章
主贴
热门
Stikman
2022-05-18
Uber
@从九千到九千万:5/8 妖孽的一周——市场继续走低?
Stikman
2022-05-18
Summary
@期权小班长:一周总结:流动性危机初现端倪,连马斯克都坐不住了
Stikman
2022-05-18
Monday
@Ivan_甘灿荣:周一是俄罗斯的重磅日子,市场可能出现新一轮波动
Stikman
2022-05-18
$LION-PHILLIP S-REIT(CLR.SI)$
waiting
Stikman
2022-05-18
$Palantir Technologies Inc.(PLTR)$
can they go up?
Stikman
2022-05-17
$LION-PHILLIP S-REIT(CLR.SI)$
move after log weekend
Stikman
2022-05-17
Rebound
@期权小班长:美股能在周三反弹吗?
Stikman
2022-05-17
Bear
@交易员Owen:美股的熊市开始了吗?什么位置是底,何时会结束?
Stikman
2022-05-17
Monday
@Ivan_甘灿荣:周一是俄罗斯的重磅日子,市场可能出现新一轮波动
Stikman
2022-05-16
$Nikko AM STI ETF(G3B.SI)$
happy vesak day. No market
Stikman
2022-05-16
$DiDi Global Inc.(DIDI)$
finally
Stikman
2022-05-15
Extreme fox
@知料汽车:极狐,一部“世界级好车”与中国汽车的未来“极”点
Stikman
2022-05-15
153
@野马财经:⼤客户是美的,IPO前夕拿到2697万,中科磁业冲A胜算⼏何
Stikman
2022-05-15
Yonghui
@雷递:永辉超市第一季营收272亿:净利5亿 计入政府补助5076万
Stikman
2022-05-15
$LION-PHILLIP S-REIT(CLR.SI)$
lion not roaring
Stikman
2022-05-15
$HOE LEONG CORPORATION LTD.(H20.SI)$
whats ur take
Stikman
2022-05-14
Science and tech
@经济观察报:科创板做市规则来了!做市持股不超过5% 利好头部券商
Stikman
2022-05-14
May 16
@不可过于冲动:2022-05月16日-05月20日计划目标
Stikman
2022-05-14
$LION-PHILLIP S-REIT(CLR.SI)$
slightly
Stikman
2022-05-12
Innuowei
@格隆汇新股:英诺伟医疗递表港交所:业绩亏损,最新融资估值飙升至62.5亿
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3586774647670676","uuid":"3586774647670676","gmtCreate":1623681346248,"gmtModify":1704447505089,"name":"Stikman","pinyin":"stikman","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":7,"headSize":11,"tweetSize":55,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.24%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.10.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.20","exceedPercentage":"60.75%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":615889892,"gmtCreate":1652880513716,"gmtModify":1652880514754,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Uber","listText":"Uber","text":"Uber","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615889892","repostId":"616776649","repostType":1,"repost":{"id":616776649,"gmtCreate":1652060156281,"gmtModify":1652111878395,"author":{"id":"3476843710285521","authorId":"3476843710285521","name":"从九千到九千万","avatar":"https://static.tigerbbs.com/521140bf022c3de9c2122f982d47a32d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476843710285521","authorIdStr":"3476843710285521"},"themes":[],"title":"5/8 妖孽的一周——市场继续走低?","htmlText":"Hello大家好,这里是九千君,希望大家周末过得愉快,母亲节快乐今天是周日,标准普尔 500 指数周五收盘下跌 -0.57%,道琼斯工业指数收盘下跌 -0.30%,纳斯达克 100 指数收盘下降-1.22%。周五上午,由于美国4月薪资报告的支持,股指短暂抹去了跌幅,并跳入正值。4月非农就业人数增长超过预期,工资压力放缓。看了一下SPY的K线,我可以很容易地看到我们的下一个目标价应该在400附近,那是填补缺口的地方,而我们已经非常接近这个水平了,所以我认为小幅反弹后应该还会继续回调,目前整体市场还没有反转的迹象,我认为还是有更多的下行的空间。明天日内早盘我建议可以买一些spy或者科技股超跌的call,赌一下反弹,下周三CPI指数数据出来的时候,我认为还是会有抛售暴跌的风险。上周VIP期权收益表现如下:【腾讯文档】期权Performance Charthttps://docs.qq.com/sheet/DSmx2WUpSVm1ZZUd5上为完整的交易记录。个股点位关注(解锁完整Option/Stock Alert服务请咨询公众号:从九千到九千万)AAPL<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 收于157.68,自去年12月以来,AAPL一直在150-182的同一区间内交易,如果AAPL本月不能守住153,下一步就可能跌至150-145。本周看跌期权可以在153之下发挥作用。150是AAPL的一个重要支撑位,如果跌破,可能会引发今年向138-141的下跌。AMD<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 收盘价为95.34,AMD未能守住财报后的跳空缺口,进入本周末后开始破位下跌。","listText":"Hello大家好,这里是九千君,希望大家周末过得愉快,母亲节快乐今天是周日,标准普尔 500 指数周五收盘下跌 -0.57%,道琼斯工业指数收盘下跌 -0.30%,纳斯达克 100 指数收盘下降-1.22%。周五上午,由于美国4月薪资报告的支持,股指短暂抹去了跌幅,并跳入正值。4月非农就业人数增长超过预期,工资压力放缓。看了一下SPY的K线,我可以很容易地看到我们的下一个目标价应该在400附近,那是填补缺口的地方,而我们已经非常接近这个水平了,所以我认为小幅反弹后应该还会继续回调,目前整体市场还没有反转的迹象,我认为还是有更多的下行的空间。明天日内早盘我建议可以买一些spy或者科技股超跌的call,赌一下反弹,下周三CPI指数数据出来的时候,我认为还是会有抛售暴跌的风险。上周VIP期权收益表现如下:【腾讯文档】期权Performance Charthttps://docs.qq.com/sheet/DSmx2WUpSVm1ZZUd5上为完整的交易记录。个股点位关注(解锁完整Option/Stock Alert服务请咨询公众号:从九千到九千万)AAPL<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 收于157.68,自去年12月以来,AAPL一直在150-182的同一区间内交易,如果AAPL本月不能守住153,下一步就可能跌至150-145。本周看跌期权可以在153之下发挥作用。150是AAPL的一个重要支撑位,如果跌破,可能会引发今年向138-141的下跌。AMD<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 收盘价为95.34,AMD未能守住财报后的跳空缺口,进入本周末后开始破位下跌。","text":"Hello大家好,这里是九千君,希望大家周末过得愉快,母亲节快乐今天是周日,标准普尔 500 指数周五收盘下跌 -0.57%,道琼斯工业指数收盘下跌 -0.30%,纳斯达克 100 指数收盘下降-1.22%。周五上午,由于美国4月薪资报告的支持,股指短暂抹去了跌幅,并跳入正值。4月非农就业人数增长超过预期,工资压力放缓。看了一下SPY的K线,我可以很容易地看到我们的下一个目标价应该在400附近,那是填补缺口的地方,而我们已经非常接近这个水平了,所以我认为小幅反弹后应该还会继续回调,目前整体市场还没有反转的迹象,我认为还是有更多的下行的空间。明天日内早盘我建议可以买一些spy或者科技股超跌的call,赌一下反弹,下周三CPI指数数据出来的时候,我认为还是会有抛售暴跌的风险。上周VIP期权收益表现如下:【腾讯文档】期权Performance Charthttps://docs.qq.com/sheet/DSmx2WUpSVm1ZZUd5上为完整的交易记录。个股点位关注(解锁完整Option/Stock Alert服务请咨询公众号:从九千到九千万)AAPL$苹果(AAPL)$ 收于157.68,自去年12月以来,AAPL一直在150-182的同一区间内交易,如果AAPL本月不能守住153,下一步就可能跌至150-145。本周看跌期权可以在153之下发挥作用。150是AAPL的一个重要支撑位,如果跌破,可能会引发今年向138-141的下跌。AMD$AMD(AMD)$ 收盘价为95.34,AMD未能守住财报后的跳空缺口,进入本周末后开始破位下跌。","images":[{"img":"https://static.tigerbbs.com/6f8390ec987707d3b1bec45fe34959cd","width":"926","height":"533"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616776649","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615889306,"gmtCreate":1652880500905,"gmtModify":1652880502100,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Summary","listText":"Summary","text":"Summary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615889306","repostId":"612487914","repostType":1,"repost":{"id":612487914,"gmtCreate":1652451454982,"gmtModify":1652491208897,"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":"一周总结:流动性危机初现端倪,连马斯克都坐不住了","htmlText":"非常魔幻的一周,账户被财报季的彩票策略拯救了。 盘前我对着推特行情目瞪口呆。马斯克说垃圾账号用户数据真实存疑,暂停收购,隐含意思就是你这公司用户数据缺斤短两,推特大跌。随后马斯克表示仍然会收购。 但他没说是否按原价收购。当然,对于马斯克最终是否会收购推特,我认为他肯定会收购,嫌货才是买货人。推特对于马斯克有非常重要的战略意义,而目前这种类似砍价的行为也是不得已而为之。 毕竟,<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的股价不能再继续下跌了。 之前我看有人分析过马斯克收购推特的融资难处,虽然他是世界首富,但400亿现金,注意是现金,凑出来也是很艰难的,由此推断收购失败概率很大。而特斯拉更是在马斯克回收现金当天砸盘12%,可以说在决定收购当天特斯拉股价便被一起绑上了这辆战车。 虽然特斯拉未雨绸缪开了好几家工厂,希望用产能大饼来掩盖供应链短缺。但市场行情摆在这里,越来越差,昨天特斯拉在今年第一次跌破700,可以说让马斯克终于坐不住了。 早在他宣布收购推特的时候我就在想为什么是这个时间买,难道现在最便宜?大盘见底了吗?时间给出了答案,市场越不好,推特价格虽然会更便宜,但同时马斯克融资也会更困难。 经济危机时现金是最贵的。 其实在周初做推特sell put的时候看了一眼大单,发现很多sell 的行权价选在了40左右,当时还很纳闷为什么大资金对市场如此悲观,现在看来人家是早知道会有问题了。 昨晚还做了特斯拉sell put,和推特sell put放在一起看,感觉就很魔幻。 继续持有推特sell put,不再加仓,马斯克大概率会完成收购,但我不会再增加配置仓位。因为相比推特,目前很多股票价格都更有吸引力。 本周陷入流动性危机的不止是马斯克,还有科","listText":"非常魔幻的一周,账户被财报季的彩票策略拯救了。 盘前我对着推特行情目瞪口呆。马斯克说垃圾账号用户数据真实存疑,暂停收购,隐含意思就是你这公司用户数据缺斤短两,推特大跌。随后马斯克表示仍然会收购。 但他没说是否按原价收购。当然,对于马斯克最终是否会收购推特,我认为他肯定会收购,嫌货才是买货人。推特对于马斯克有非常重要的战略意义,而目前这种类似砍价的行为也是不得已而为之。 毕竟,<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的股价不能再继续下跌了。 之前我看有人分析过马斯克收购推特的融资难处,虽然他是世界首富,但400亿现金,注意是现金,凑出来也是很艰难的,由此推断收购失败概率很大。而特斯拉更是在马斯克回收现金当天砸盘12%,可以说在决定收购当天特斯拉股价便被一起绑上了这辆战车。 虽然特斯拉未雨绸缪开了好几家工厂,希望用产能大饼来掩盖供应链短缺。但市场行情摆在这里,越来越差,昨天特斯拉在今年第一次跌破700,可以说让马斯克终于坐不住了。 早在他宣布收购推特的时候我就在想为什么是这个时间买,难道现在最便宜?大盘见底了吗?时间给出了答案,市场越不好,推特价格虽然会更便宜,但同时马斯克融资也会更困难。 经济危机时现金是最贵的。 其实在周初做推特sell put的时候看了一眼大单,发现很多sell 的行权价选在了40左右,当时还很纳闷为什么大资金对市场如此悲观,现在看来人家是早知道会有问题了。 昨晚还做了特斯拉sell put,和推特sell put放在一起看,感觉就很魔幻。 继续持有推特sell put,不再加仓,马斯克大概率会完成收购,但我不会再增加配置仓位。因为相比推特,目前很多股票价格都更有吸引力。 本周陷入流动性危机的不止是马斯克,还有科","text":"非常魔幻的一周,账户被财报季的彩票策略拯救了。 盘前我对着推特行情目瞪口呆。马斯克说垃圾账号用户数据真实存疑,暂停收购,隐含意思就是你这公司用户数据缺斤短两,推特大跌。随后马斯克表示仍然会收购。 但他没说是否按原价收购。当然,对于马斯克最终是否会收购推特,我认为他肯定会收购,嫌货才是买货人。推特对于马斯克有非常重要的战略意义,而目前这种类似砍价的行为也是不得已而为之。 毕竟,$特斯拉(TSLA)$ 的股价不能再继续下跌了。 之前我看有人分析过马斯克收购推特的融资难处,虽然他是世界首富,但400亿现金,注意是现金,凑出来也是很艰难的,由此推断收购失败概率很大。而特斯拉更是在马斯克回收现金当天砸盘12%,可以说在决定收购当天特斯拉股价便被一起绑上了这辆战车。 虽然特斯拉未雨绸缪开了好几家工厂,希望用产能大饼来掩盖供应链短缺。但市场行情摆在这里,越来越差,昨天特斯拉在今年第一次跌破700,可以说让马斯克终于坐不住了。 早在他宣布收购推特的时候我就在想为什么是这个时间买,难道现在最便宜?大盘见底了吗?时间给出了答案,市场越不好,推特价格虽然会更便宜,但同时马斯克融资也会更困难。 经济危机时现金是最贵的。 其实在周初做推特sell put的时候看了一眼大单,发现很多sell 的行权价选在了40左右,当时还很纳闷为什么大资金对市场如此悲观,现在看来人家是早知道会有问题了。 昨晚还做了特斯拉sell put,和推特sell put放在一起看,感觉就很魔幻。 继续持有推特sell put,不再加仓,马斯克大概率会完成收购,但我不会再增加配置仓位。因为相比推特,目前很多股票价格都更有吸引力。 本周陷入流动性危机的不止是马斯克,还有科","images":[{"img":"https://static.tigerbbs.com/2373a49a7def9eb7139c76c76a950c17","width":"1035","height":"2070"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612487914","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615889978,"gmtCreate":1652880482994,"gmtModify":1652880484246,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Monday","listText":"Monday","text":"Monday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615889978","repostId":"612006949","repostType":1,"repost":{"id":612006949,"gmtCreate":1652063764496,"gmtModify":1652069635020,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312224764596","authorIdStr":"3534312224764596"},"themes":[],"title":"周一是俄罗斯的重磅日子,市场可能出现新一轮波动","htmlText":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","listText":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","text":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","images":[{"img":"https://static.tigerbbs.com/052c14cf947f577dc4373de6fbe14b24","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3e7669d96dec5244dbe9366b57f3a9f8","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/880b0bb388505f086a7501010a1275e5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612006949","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615889045,"gmtCreate":1652880462887,"gmtModify":1652880465072,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>waiting","listText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>waiting","text":"$LION-PHILLIP S-REIT(CLR.SI)$waiting","images":[{"img":"https://static.tigerbbs.com/0d91bdedc95000e7bdeca9cc6a0c0f51","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615889045","isVote":1,"tweetType":1,"viewCount":2047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":615880732,"gmtCreate":1652880448126,"gmtModify":1652880450850,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>can they go up?","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>can they go up?","text":"$Palantir Technologies Inc.(PLTR)$can they go up?","images":[{"img":"https://static.tigerbbs.com/c1e7737094415fb6b334400c65611c7d","width":"1080","height":"3215"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615880732","isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":615327107,"gmtCreate":1652791780009,"gmtModify":1652791782418,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>move after log weekend","listText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>move after log weekend","text":"$LION-PHILLIP S-REIT(CLR.SI)$move after log weekend","images":[{"img":"https://static.tigerbbs.com/24ec56d8e3359aee6f9191de20e9a007","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615327107","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":615327350,"gmtCreate":1652791760170,"gmtModify":1652791761403,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Rebound","listText":"Rebound","text":"Rebound","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615327350","repostId":"612911091","repostType":1,"repost":{"id":612911091,"gmtCreate":1652118424672,"gmtModify":1652132156965,"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":"美股能在周三反弹吗?","htmlText":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","listText":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","text":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是$Rivian Automotive, Inc.(RIVN)$ 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","images":[{"img":"https://static.tigerbbs.com/98f69ec0dc0fa946a80fbd52af4a6376","width":"1170","height":"2364"},{"img":"https://static.tigerbbs.com/74ce4b921bce62bcd0f284adf4c95656","width":"1170","height":"1348"},{"img":"https://static.tigerbbs.com/5dd8e35efe00814d900c567cbd292556","width":"1170","height":"2409"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612911091","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615327977,"gmtCreate":1652791745899,"gmtModify":1652791747123,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Bear ","listText":"Bear ","text":"Bear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615327977","repostId":"612819352","repostType":1,"repost":{"id":612819352,"gmtCreate":1652261520204,"gmtModify":1652264385504,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491416357875149","authorIdStr":"3491416357875149"},"themes":[],"title":"美股的熊市开始了吗?什么位置是底,何时会结束?","htmlText":"本文只分享一些数据和我对数据的看法,我的结论并非就准确,大家见仁见智做个参考。 首先我觉得,我们现在正处在美股罕见的熊市之中,这点毫无疑问。 市场的走势其实很有规律,当大多数人觉得这次美股暴跌来的猝不及防的时候,我们放眼到价格运行的大周期环境下就会发现,这只是美股例行调整中必不可少的一次,用我们中国话说就是:天行有常。 你可以把暴跌归因到通胀的飞涨失控,也可以归因为美联储的加息缩表,也可以归因到乌俄战争,但归根结底是,美股的调整时间到了: 从标普月线的买卖强弱指标RSI和STO来看,每7年就会出现一次调整周期,而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲,这次周期性的调整要远远小于2020年的那次股灾,看看纳指的调整,从顶部已经回落了20%,相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点,RIS指数来到了超跌区间里。但相比2020年RIS的跌幅,这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘,而是说在RSI和STO两个指标的调整空间和时间上,应该会不亚于2年前的那次崩盘,但即便如此,RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲,应该就是黎明前最黑暗的时间,我们相信,美股很可能会在短期出现一次反弹出逃的机会,但长期而言,熊市可能才刚刚开始,按照美股的运行规律,牛市的持续时间通常是熊市的五倍,按照这个规律来算,美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道,乌俄战争导致的通胀爆发,逼迫美联储大幅加息,利率的抬升对美股高估值形成压力,同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整,并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","listText":"本文只分享一些数据和我对数据的看法,我的结论并非就准确,大家见仁见智做个参考。 首先我觉得,我们现在正处在美股罕见的熊市之中,这点毫无疑问。 市场的走势其实很有规律,当大多数人觉得这次美股暴跌来的猝不及防的时候,我们放眼到价格运行的大周期环境下就会发现,这只是美股例行调整中必不可少的一次,用我们中国话说就是:天行有常。 你可以把暴跌归因到通胀的飞涨失控,也可以归因为美联储的加息缩表,也可以归因到乌俄战争,但归根结底是,美股的调整时间到了: 从标普月线的买卖强弱指标RSI和STO来看,每7年就会出现一次调整周期,而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲,这次周期性的调整要远远小于2020年的那次股灾,看看纳指的调整,从顶部已经回落了20%,相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点,RIS指数来到了超跌区间里。但相比2020年RIS的跌幅,这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘,而是说在RSI和STO两个指标的调整空间和时间上,应该会不亚于2年前的那次崩盘,但即便如此,RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲,应该就是黎明前最黑暗的时间,我们相信,美股很可能会在短期出现一次反弹出逃的机会,但长期而言,熊市可能才刚刚开始,按照美股的运行规律,牛市的持续时间通常是熊市的五倍,按照这个规律来算,美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道,乌俄战争导致的通胀爆发,逼迫美联储大幅加息,利率的抬升对美股高估值形成压力,同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整,并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","text":"本文只分享一些数据和我对数据的看法,我的结论并非就准确,大家见仁见智做个参考。 首先我觉得,我们现在正处在美股罕见的熊市之中,这点毫无疑问。 市场的走势其实很有规律,当大多数人觉得这次美股暴跌来的猝不及防的时候,我们放眼到价格运行的大周期环境下就会发现,这只是美股例行调整中必不可少的一次,用我们中国话说就是:天行有常。 你可以把暴跌归因到通胀的飞涨失控,也可以归因为美联储的加息缩表,也可以归因到乌俄战争,但归根结底是,美股的调整时间到了: 从标普月线的买卖强弱指标RSI和STO来看,每7年就会出现一次调整周期,而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲,这次周期性的调整要远远小于2020年的那次股灾,看看纳指的调整,从顶部已经回落了20%,相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点,RIS指数来到了超跌区间里。但相比2020年RIS的跌幅,这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘,而是说在RSI和STO两个指标的调整空间和时间上,应该会不亚于2年前的那次崩盘,但即便如此,RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲,应该就是黎明前最黑暗的时间,我们相信,美股很可能会在短期出现一次反弹出逃的机会,但长期而言,熊市可能才刚刚开始,按照美股的运行规律,牛市的持续时间通常是熊市的五倍,按照这个规律来算,美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道,乌俄战争导致的通胀爆发,逼迫美联储大幅加息,利率的抬升对美股高估值形成压力,同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整,并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","images":[{"img":"https://static.tigerbbs.com/95f4975ffe3ae669f5b13193b12aba24","width":"847","height":"698"},{"img":"https://static.tigerbbs.com/f64e4706ccc11bde0ebb635b6417f888","width":"663","height":"637"},{"img":"https://static.tigerbbs.com/db29db20e00f2d6a7e3e1e6f80a1191e","width":"1080","height":"432"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612819352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615327095,"gmtCreate":1652791734017,"gmtModify":1652791735179,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Monday","listText":"Monday","text":"Monday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615327095","repostId":"612006949","repostType":1,"repost":{"id":612006949,"gmtCreate":1652063764496,"gmtModify":1652069635020,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312224764596","authorIdStr":"3534312224764596"},"themes":[],"title":"周一是俄罗斯的重磅日子,市场可能出现新一轮波动","htmlText":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","listText":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","text":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","images":[{"img":"https://static.tigerbbs.com/052c14cf947f577dc4373de6fbe14b24","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3e7669d96dec5244dbe9366b57f3a9f8","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/880b0bb388505f086a7501010a1275e5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612006949","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615072846,"gmtCreate":1652703058585,"gmtModify":1652703085536,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G3B.SI\">$Nikko AM STI ETF(G3B.SI)$</a> happy vesak day. No market","listText":"<a href=\"https://laohu8.com/S/G3B.SI\">$Nikko AM STI ETF(G3B.SI)$</a> happy vesak day. No market","text":"$Nikko AM STI ETF(G3B.SI)$ happy vesak day. No market","images":[{"img":"https://static.tigerbbs.com/2479eb03989ac5b697e52e48709d6ea8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615072846","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":615072189,"gmtCreate":1652703028141,"gmtModify":1652703084203,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a> finally","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a> finally","text":"$DiDi Global Inc.(DIDI)$ finally","images":[{"img":"https://static.tigerbbs.com/d11cff58618053622d6177f83ab96058","width":"1080","height":"3328"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615072189","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":612757443,"gmtCreate":1652628272082,"gmtModify":1652628273971,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Extreme fox","listText":"Extreme fox","text":"Extreme fox","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612757443","repostId":"612727507","repostType":1,"repost":{"id":612727507,"gmtCreate":1652618201909,"gmtModify":1652620087094,"author":{"id":"4115536978995510","authorId":"4115536978995510","name":"知料汽车","avatar":"https://static.tigerbbs.com/6e47d35fbc4d8de0a64836e7dfb692de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115536978995510","authorIdStr":"4115536978995510"},"themes":[],"title":"极狐,一部“世界级好车”与中国汽车的未来“极”点","htmlText":"中国汽车产业需要一部“世界级好车”,更需要一整套研发、制造、销售“世界级好车”的全新模式与体系。这恰是极狐阿尔法S全新HI版更为关键的意义所在。这款在智能化技术、智造品质、产品设计等诸多领域开创中国汽车新“极点”的产品,既是中国汽车智造集大成者的阶段性总结,也将是下一个全新时代的序幕。极狐阿尔法S全新HI版终于来了!5月7日,这款“世界级好车”在北汽新能源董事长刘宇与华为常务董事、终端BG CEO、智能汽车解决方案BU CEO余承东的见证下,终于揭开了最后的面纱,正式走向市场。刘宇与余承东携手为中国汽车打造了一系列新“极点”全球首款搭载HI华为全栈智能汽车解决方案的量产车、全球首款支持城市道路高阶智能驾驶的量产车、全球首款搭载华为智能座舱-鸿蒙车机OS高端纯电量产轿车……一系列“首款”头衔,让人们对这款新车充满了期待:这份期待显然包括却不止于极狐阿尔法S全新HI版上市后的热销或其所带动的市场趋势。一、智能化,全球汽车格局大战”下半场”的决胜局中国有世界上最大的汽车市场,但是却没有与这一市场相匹配的产业实力。长期以来,让中国汽车产业拥有与市场规模相匹配的实力,是很多汽车企业及从业者的终极心愿:随着中国汽车在新能源赛道顺利实现“弯道超车”,中国汽车产业已经看到了改变世界汽车格局的希望。然而,想要改变世界汽车产业格局绝非易事:当丰田、大众等“老朋友”同样在新能源赛道全力以赴,新能源汽车的竞争已经从“弯道”进入“直道”,中国汽车产业在新的竞争环境下是否还拥有足够的加速能力,将会成为未来行业发展的最大看点。对此,全国政协经济委员会副主任苗圩指出,“如果把新能源汽车比作上半场,智能网联汽车比作下半场,中国汽车行业上半场取得了很大成效,但决定胜负还在下半场”。智能化,俨然已经成为中国汽车在新能源“直道竞争”阶段的核心竞争力。由此,中国汽车产业的使命也从“在智能化领域比肩世界一流”转向“在","listText":"中国汽车产业需要一部“世界级好车”,更需要一整套研发、制造、销售“世界级好车”的全新模式与体系。这恰是极狐阿尔法S全新HI版更为关键的意义所在。这款在智能化技术、智造品质、产品设计等诸多领域开创中国汽车新“极点”的产品,既是中国汽车智造集大成者的阶段性总结,也将是下一个全新时代的序幕。极狐阿尔法S全新HI版终于来了!5月7日,这款“世界级好车”在北汽新能源董事长刘宇与华为常务董事、终端BG CEO、智能汽车解决方案BU CEO余承东的见证下,终于揭开了最后的面纱,正式走向市场。刘宇与余承东携手为中国汽车打造了一系列新“极点”全球首款搭载HI华为全栈智能汽车解决方案的量产车、全球首款支持城市道路高阶智能驾驶的量产车、全球首款搭载华为智能座舱-鸿蒙车机OS高端纯电量产轿车……一系列“首款”头衔,让人们对这款新车充满了期待:这份期待显然包括却不止于极狐阿尔法S全新HI版上市后的热销或其所带动的市场趋势。一、智能化,全球汽车格局大战”下半场”的决胜局中国有世界上最大的汽车市场,但是却没有与这一市场相匹配的产业实力。长期以来,让中国汽车产业拥有与市场规模相匹配的实力,是很多汽车企业及从业者的终极心愿:随着中国汽车在新能源赛道顺利实现“弯道超车”,中国汽车产业已经看到了改变世界汽车格局的希望。然而,想要改变世界汽车产业格局绝非易事:当丰田、大众等“老朋友”同样在新能源赛道全力以赴,新能源汽车的竞争已经从“弯道”进入“直道”,中国汽车产业在新的竞争环境下是否还拥有足够的加速能力,将会成为未来行业发展的最大看点。对此,全国政协经济委员会副主任苗圩指出,“如果把新能源汽车比作上半场,智能网联汽车比作下半场,中国汽车行业上半场取得了很大成效,但决定胜负还在下半场”。智能化,俨然已经成为中国汽车在新能源“直道竞争”阶段的核心竞争力。由此,中国汽车产业的使命也从“在智能化领域比肩世界一流”转向“在","text":"中国汽车产业需要一部“世界级好车”,更需要一整套研发、制造、销售“世界级好车”的全新模式与体系。这恰是极狐阿尔法S全新HI版更为关键的意义所在。这款在智能化技术、智造品质、产品设计等诸多领域开创中国汽车新“极点”的产品,既是中国汽车智造集大成者的阶段性总结,也将是下一个全新时代的序幕。极狐阿尔法S全新HI版终于来了!5月7日,这款“世界级好车”在北汽新能源董事长刘宇与华为常务董事、终端BG CEO、智能汽车解决方案BU CEO余承东的见证下,终于揭开了最后的面纱,正式走向市场。刘宇与余承东携手为中国汽车打造了一系列新“极点”全球首款搭载HI华为全栈智能汽车解决方案的量产车、全球首款支持城市道路高阶智能驾驶的量产车、全球首款搭载华为智能座舱-鸿蒙车机OS高端纯电量产轿车……一系列“首款”头衔,让人们对这款新车充满了期待:这份期待显然包括却不止于极狐阿尔法S全新HI版上市后的热销或其所带动的市场趋势。一、智能化,全球汽车格局大战”下半场”的决胜局中国有世界上最大的汽车市场,但是却没有与这一市场相匹配的产业实力。长期以来,让中国汽车产业拥有与市场规模相匹配的实力,是很多汽车企业及从业者的终极心愿:随着中国汽车在新能源赛道顺利实现“弯道超车”,中国汽车产业已经看到了改变世界汽车格局的希望。然而,想要改变世界汽车产业格局绝非易事:当丰田、大众等“老朋友”同样在新能源赛道全力以赴,新能源汽车的竞争已经从“弯道”进入“直道”,中国汽车产业在新的竞争环境下是否还拥有足够的加速能力,将会成为未来行业发展的最大看点。对此,全国政协经济委员会副主任苗圩指出,“如果把新能源汽车比作上半场,智能网联汽车比作下半场,中国汽车行业上半场取得了很大成效,但决定胜负还在下半场”。智能化,俨然已经成为中国汽车在新能源“直道竞争”阶段的核心竞争力。由此,中国汽车产业的使命也从“在智能化领域比肩世界一流”转向“在","images":[{"img":"https://static.tigerbbs.com/42f85af8ffbec85bd4299af2789d71dd","width":"1000","height":"667"},{"img":"https://static.tigerbbs.com/8b29b1570eb0480189a96bcad7b2023b","width":"928","height":"619"},{"img":"https://static.tigerbbs.com/1fccf021f72719f8e9141298679e5222","width":"1265","height":"844"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612727507","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612757594,"gmtCreate":1652628249418,"gmtModify":1652628251079,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"153","listText":"153","text":"153","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612757594","repostId":"612750904","repostType":1,"repost":{"id":612750904,"gmtCreate":1652618574808,"gmtModify":1652937528940,"author":{"id":"3580875730323394","authorId":"3580875730323394","name":"野马财经","avatar":"https://static.tigerbbs.com/adad0aabe76ab2158365224c9b5ebd87","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580875730323394","authorIdStr":"3580875730323394"},"themes":[],"title":"⼤客户是美的,IPO前夕拿到2697万,中科磁业冲A胜算⼏何","htmlText":"当美的的供应商,真的香吗?作者 | 郭佳佳编辑丨武丽娟来源 | 野马财经中科磁业从客户美的手里拿到钱了!企业预警通显示,浙江中科磁业股份有限公司(简称“中科磁业”)今年一季度向美的集团旗下几家美的保理公司以应收账款进⾏融资,合计金额约2696.82万元。中科磁业是一家生产烧结钕铁硼永磁材料的企业,公司成立于2010年3月,至今已有12年的历史,应用其产品的不乏有华为、小米、三星、美的等知名制造企业。随着公司的发展壮大,中科磁业向A股创业板发起冲击。近日,中科磁业更新《招股书》,后又就深交所关于“是否符合创业板定位、半成品价格采购的公允性”等问题进行了回复。钕铁硼由于其优异的磁性能而被称为“磁王”,在现代工业和电子技术中获得了广泛应用,相关产品生产企业也林立而起。A股钕铁硼永磁材料的生产企业有中科三环(000970.SZ)、宁波韵升(600366.SH)、金力永磁(300748.SZ)等。而这些“前辈们”无论是从营收上还是从产能规模上,都比中科磁业具有优势,中科磁业将如何与之较量?拿应收账款从美的融资2697万元《招股书》显示,2019年至2021年,中科磁业的营业收入分别为2.6亿元、3.78亿元、5.45亿元;净利润分别为0.28亿元、0.56亿元、0.85亿元,均呈现出稳步增长的趋势。图源:《招股书》但和同行已上市企业做对比,中科磁业的营收却稍显逊色。2021年,横店东磁(002056.SZ)、中科三环、金力永磁、宁波韵升、英洛华(000795.SZ)、正海磁材(300224.SZ)营收分别为126亿元、71.46亿元、40.8亿元、37.54亿元、37.6亿元、33.7亿元,营收均是中科磁业的数倍。值得注意的是,中科磁业应收账款较高。2019年至2021年,中科磁业应收账款账面价值分别为0.86亿元、1.22亿元和1.98亿元,占流动资产的比例分别为43.31%、40","listText":"当美的的供应商,真的香吗?作者 | 郭佳佳编辑丨武丽娟来源 | 野马财经中科磁业从客户美的手里拿到钱了!企业预警通显示,浙江中科磁业股份有限公司(简称“中科磁业”)今年一季度向美的集团旗下几家美的保理公司以应收账款进⾏融资,合计金额约2696.82万元。中科磁业是一家生产烧结钕铁硼永磁材料的企业,公司成立于2010年3月,至今已有12年的历史,应用其产品的不乏有华为、小米、三星、美的等知名制造企业。随着公司的发展壮大,中科磁业向A股创业板发起冲击。近日,中科磁业更新《招股书》,后又就深交所关于“是否符合创业板定位、半成品价格采购的公允性”等问题进行了回复。钕铁硼由于其优异的磁性能而被称为“磁王”,在现代工业和电子技术中获得了广泛应用,相关产品生产企业也林立而起。A股钕铁硼永磁材料的生产企业有中科三环(000970.SZ)、宁波韵升(600366.SH)、金力永磁(300748.SZ)等。而这些“前辈们”无论是从营收上还是从产能规模上,都比中科磁业具有优势,中科磁业将如何与之较量?拿应收账款从美的融资2697万元《招股书》显示,2019年至2021年,中科磁业的营业收入分别为2.6亿元、3.78亿元、5.45亿元;净利润分别为0.28亿元、0.56亿元、0.85亿元,均呈现出稳步增长的趋势。图源:《招股书》但和同行已上市企业做对比,中科磁业的营收却稍显逊色。2021年,横店东磁(002056.SZ)、中科三环、金力永磁、宁波韵升、英洛华(000795.SZ)、正海磁材(300224.SZ)营收分别为126亿元、71.46亿元、40.8亿元、37.54亿元、37.6亿元、33.7亿元,营收均是中科磁业的数倍。值得注意的是,中科磁业应收账款较高。2019年至2021年,中科磁业应收账款账面价值分别为0.86亿元、1.22亿元和1.98亿元,占流动资产的比例分别为43.31%、40","text":"当美的的供应商,真的香吗?作者 | 郭佳佳编辑丨武丽娟来源 | 野马财经中科磁业从客户美的手里拿到钱了!企业预警通显示,浙江中科磁业股份有限公司(简称“中科磁业”)今年一季度向美的集团旗下几家美的保理公司以应收账款进⾏融资,合计金额约2696.82万元。中科磁业是一家生产烧结钕铁硼永磁材料的企业,公司成立于2010年3月,至今已有12年的历史,应用其产品的不乏有华为、小米、三星、美的等知名制造企业。随着公司的发展壮大,中科磁业向A股创业板发起冲击。近日,中科磁业更新《招股书》,后又就深交所关于“是否符合创业板定位、半成品价格采购的公允性”等问题进行了回复。钕铁硼由于其优异的磁性能而被称为“磁王”,在现代工业和电子技术中获得了广泛应用,相关产品生产企业也林立而起。A股钕铁硼永磁材料的生产企业有中科三环(000970.SZ)、宁波韵升(600366.SH)、金力永磁(300748.SZ)等。而这些“前辈们”无论是从营收上还是从产能规模上,都比中科磁业具有优势,中科磁业将如何与之较量?拿应收账款从美的融资2697万元《招股书》显示,2019年至2021年,中科磁业的营业收入分别为2.6亿元、3.78亿元、5.45亿元;净利润分别为0.28亿元、0.56亿元、0.85亿元,均呈现出稳步增长的趋势。图源:《招股书》但和同行已上市企业做对比,中科磁业的营收却稍显逊色。2021年,横店东磁(002056.SZ)、中科三环、金力永磁、宁波韵升、英洛华(000795.SZ)、正海磁材(300224.SZ)营收分别为126亿元、71.46亿元、40.8亿元、37.54亿元、37.6亿元、33.7亿元,营收均是中科磁业的数倍。值得注意的是,中科磁业应收账款较高。2019年至2021年,中科磁业应收账款账面价值分别为0.86亿元、1.22亿元和1.98亿元,占流动资产的比例分别为43.31%、40","images":[{"img":"https://static.tigerbbs.com/8ad6d035412df913e4eb680ad7688722","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/c046a78a541c3b5eb3967284379f7de1","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/fa0b76fd9abaf86d90988d44b8edbc6f","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612750904","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612757277,"gmtCreate":1652628215599,"gmtModify":1652628217364,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Yonghui ","listText":"Yonghui ","text":"Yonghui","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612757277","repostId":"612755876","repostType":1,"repost":{"id":612755876,"gmtCreate":1652626053495,"gmtModify":1652626053495,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520120256277227","authorIdStr":"3520120256277227"},"themes":[],"title":"永辉超市第一季营收272亿:净利5亿 计入政府补助5076万","htmlText":"雷递网 乐天 5月15日报道永辉超市日前递交2022年第一季度财报,财报显示,永辉超市2022年第一季度营收为272.43亿元,较上年同期增长3.45%;净利为5亿元,扣非后净利为6.28亿元。永辉超市2022年第一季度计入的当期损益的政府补助为5076万元。截至2022年3月31日,牛奶有限公司持股为21.08%,张轩松持股为11.7%,张轩宁持股为8.2%,江苏京东邦能投资管理有限公司持股为8.11%;林芝腾讯科技有限公司持股为5.27%,江苏圆周电子商务有限公司持股5.27%,香港中央结算有限公司持股为2.49%;上海喜世润投资管理有限公司-喜世润合润6号私募证券投资基金持股为2.42%,上海喜世润投资管理有限公司-喜世润合润7号私募证券投资基金持股为0.9%,郑景旺持股为0.89%。———————————————雷递由资深媒体人雷建平创办,若转载请写明来源。","listText":"雷递网 乐天 5月15日报道永辉超市日前递交2022年第一季度财报,财报显示,永辉超市2022年第一季度营收为272.43亿元,较上年同期增长3.45%;净利为5亿元,扣非后净利为6.28亿元。永辉超市2022年第一季度计入的当期损益的政府补助为5076万元。截至2022年3月31日,牛奶有限公司持股为21.08%,张轩松持股为11.7%,张轩宁持股为8.2%,江苏京东邦能投资管理有限公司持股为8.11%;林芝腾讯科技有限公司持股为5.27%,江苏圆周电子商务有限公司持股5.27%,香港中央结算有限公司持股为2.49%;上海喜世润投资管理有限公司-喜世润合润6号私募证券投资基金持股为2.42%,上海喜世润投资管理有限公司-喜世润合润7号私募证券投资基金持股为0.9%,郑景旺持股为0.89%。———————————————雷递由资深媒体人雷建平创办,若转载请写明来源。","text":"雷递网 乐天 5月15日报道永辉超市日前递交2022年第一季度财报,财报显示,永辉超市2022年第一季度营收为272.43亿元,较上年同期增长3.45%;净利为5亿元,扣非后净利为6.28亿元。永辉超市2022年第一季度计入的当期损益的政府补助为5076万元。截至2022年3月31日,牛奶有限公司持股为21.08%,张轩松持股为11.7%,张轩宁持股为8.2%,江苏京东邦能投资管理有限公司持股为8.11%;林芝腾讯科技有限公司持股为5.27%,江苏圆周电子商务有限公司持股5.27%,香港中央结算有限公司持股为2.49%;上海喜世润投资管理有限公司-喜世润合润6号私募证券投资基金持股为2.42%,上海喜世润投资管理有限公司-喜世润合润7号私募证券投资基金持股为0.9%,郑景旺持股为0.89%。———————————————雷递由资深媒体人雷建平创办,若转载请写明来源。","images":[{"img":"https://static.tigerbbs.com/c7c842841bd95feff3b4badf00ad2091","width":"632","height":"329"},{"img":"https://static.tigerbbs.com/421b012fcb74c39f000598a302b6f259","width":"632","height":"327"},{"img":"https://static.tigerbbs.com/8d25b9ee8725518846a94989385b3642","width":"632","height":"574"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612755876","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612757681,"gmtCreate":1652628169543,"gmtModify":1652628172925,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>lion not roaring","listText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>lion not roaring","text":"$LION-PHILLIP S-REIT(CLR.SI)$lion not roaring","images":[{"img":"https://static.tigerbbs.com/a39593c5b30cc7d6952293bfa4c74aeb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612757681","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":612757880,"gmtCreate":1652628148740,"gmtModify":1652628150266,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/H20.SI\">$HOE LEONG CORPORATION LTD.(H20.SI)$</a>whats ur take","listText":"<a href=\"https://laohu8.com/S/H20.SI\">$HOE LEONG CORPORATION LTD.(H20.SI)$</a>whats ur take","text":"$HOE LEONG CORPORATION LTD.(H20.SI)$whats ur take","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612757880","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612739345,"gmtCreate":1652531117187,"gmtModify":1652531118939,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Science and tech","listText":"Science and tech","text":"Science and tech","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612739345","repostId":"612795148","repostType":1,"repost":{"id":612795148,"gmtCreate":1652524079000,"gmtModify":1652527979681,"author":{"id":"3577852034187700","authorId":"3577852034187700","name":"经济观察报","avatar":"https://static.tigerbbs.com/f64ac2aa784ef0f271ddeb45c7dc72bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577852034187700","authorIdStr":"3577852034187700"},"themes":[],"title":"科创板做市规则来了!做市持股不超过5% 利好头部券商","htmlText":"经济观察网 记者 梁冀 5月13日,证监会发布《证券公司科创板股票做市交易业务试点规定》(以下简称《做市规定》),自发布之日起实施。证监会表示,出台《做市规定》系为完善科创板交易制度,提升科创板股票流动性、增强市场韧性。 《做市规定》共十七条,主要包括做市商准入条件与程序、内部管控、风险监测监控、监管执法等方面的内容。规则发布后,符合条件的证券公司可以按照要求向证监会申请科创板股票做市交易业务试点资格。 做市业务,是指为股票或存托凭证提供双边报价等行为。证券公司开展科创板股票做市交易业务,可使用自有股票、从中国证券金融股份有限公司借入的股票或其他有权处分的股票。 山西证券研报指出,科创板试行做市商制度,有利于提升市场效率。此次科创板试行做市商制度,促进交易机制的改革,在制度上与国际进一步接轨。做市场制度有利于提升市场流动性、促进价格发现及稳定市场,有利于提升市场效率。 做市持股原则上不超5% 为推动做市交易试点规范、稳妥起步,发挥提升市场流动性、增强市场韧性的积极作用,《做市规定》对试点证券公司提出要求: 一是将做市交易业务纳入全面风险管理体系、完善风险监测指标,做好业务风险防控;二是建立健全异常交易监控机制,报备专用账户、接受上海证券交易所全方位监控,防止对市场稳定造成影响;三是参照自营持有股票标准计算和填报风控指标,原则上科创板做市持股不超过5%,由上海证券交易所在具体业务规则中明确;四是处理好突发事件,履行信息报送义务。 此外,《做市规定》还就做市交易业务与经纪、自营、资产管理等业务的潜在利益冲突对试点证券公司提出要求: 一是完善业务隔离制度,防止敏感信息不当流动,严防利益冲突;二是建立健全做市交易业务内部控制、决策流程、制衡机制,确保业务规范有序开展;三是加强做市交易业务管理,健全廉洁从业风险防控和反洗钱要求,防止利益输送、内幕交易、市","listText":"经济观察网 记者 梁冀 5月13日,证监会发布《证券公司科创板股票做市交易业务试点规定》(以下简称《做市规定》),自发布之日起实施。证监会表示,出台《做市规定》系为完善科创板交易制度,提升科创板股票流动性、增强市场韧性。 《做市规定》共十七条,主要包括做市商准入条件与程序、内部管控、风险监测监控、监管执法等方面的内容。规则发布后,符合条件的证券公司可以按照要求向证监会申请科创板股票做市交易业务试点资格。 做市业务,是指为股票或存托凭证提供双边报价等行为。证券公司开展科创板股票做市交易业务,可使用自有股票、从中国证券金融股份有限公司借入的股票或其他有权处分的股票。 山西证券研报指出,科创板试行做市商制度,有利于提升市场效率。此次科创板试行做市商制度,促进交易机制的改革,在制度上与国际进一步接轨。做市场制度有利于提升市场流动性、促进价格发现及稳定市场,有利于提升市场效率。 做市持股原则上不超5% 为推动做市交易试点规范、稳妥起步,发挥提升市场流动性、增强市场韧性的积极作用,《做市规定》对试点证券公司提出要求: 一是将做市交易业务纳入全面风险管理体系、完善风险监测指标,做好业务风险防控;二是建立健全异常交易监控机制,报备专用账户、接受上海证券交易所全方位监控,防止对市场稳定造成影响;三是参照自营持有股票标准计算和填报风控指标,原则上科创板做市持股不超过5%,由上海证券交易所在具体业务规则中明确;四是处理好突发事件,履行信息报送义务。 此外,《做市规定》还就做市交易业务与经纪、自营、资产管理等业务的潜在利益冲突对试点证券公司提出要求: 一是完善业务隔离制度,防止敏感信息不当流动,严防利益冲突;二是建立健全做市交易业务内部控制、决策流程、制衡机制,确保业务规范有序开展;三是加强做市交易业务管理,健全廉洁从业风险防控和反洗钱要求,防止利益输送、内幕交易、市","text":"经济观察网 记者 梁冀 5月13日,证监会发布《证券公司科创板股票做市交易业务试点规定》(以下简称《做市规定》),自发布之日起实施。证监会表示,出台《做市规定》系为完善科创板交易制度,提升科创板股票流动性、增强市场韧性。 《做市规定》共十七条,主要包括做市商准入条件与程序、内部管控、风险监测监控、监管执法等方面的内容。规则发布后,符合条件的证券公司可以按照要求向证监会申请科创板股票做市交易业务试点资格。 做市业务,是指为股票或存托凭证提供双边报价等行为。证券公司开展科创板股票做市交易业务,可使用自有股票、从中国证券金融股份有限公司借入的股票或其他有权处分的股票。 山西证券研报指出,科创板试行做市商制度,有利于提升市场效率。此次科创板试行做市商制度,促进交易机制的改革,在制度上与国际进一步接轨。做市场制度有利于提升市场流动性、促进价格发现及稳定市场,有利于提升市场效率。 做市持股原则上不超5% 为推动做市交易试点规范、稳妥起步,发挥提升市场流动性、增强市场韧性的积极作用,《做市规定》对试点证券公司提出要求: 一是将做市交易业务纳入全面风险管理体系、完善风险监测指标,做好业务风险防控;二是建立健全异常交易监控机制,报备专用账户、接受上海证券交易所全方位监控,防止对市场稳定造成影响;三是参照自营持有股票标准计算和填报风控指标,原则上科创板做市持股不超过5%,由上海证券交易所在具体业务规则中明确;四是处理好突发事件,履行信息报送义务。 此外,《做市规定》还就做市交易业务与经纪、自营、资产管理等业务的潜在利益冲突对试点证券公司提出要求: 一是完善业务隔离制度,防止敏感信息不当流动,严防利益冲突;二是建立健全做市交易业务内部控制、决策流程、制衡机制,确保业务规范有序开展;三是加强做市交易业务管理,健全廉洁从业风险防控和反洗钱要求,防止利益输送、内幕交易、市","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612795148","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612739996,"gmtCreate":1652531074115,"gmtModify":1652531076000,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"May 16","listText":"May 16","text":"May 16","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612739996","repostId":"612795371","repostType":1,"repost":{"id":612795371,"gmtCreate":1652524939593,"gmtModify":1652533285297,"author":{"id":"3547563731885018","authorId":"3547563731885018","name":"不可过于冲动","avatar":"https://static.tigerbbs.com/29800e0586373f07c9779ce3776185b8","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547563731885018","authorIdStr":"3547563731885018"},"themes":[],"title":"2022-05月16日-05月20日计划目标","htmlText":"上周是一个跌宕起伏的一周,按照计划,周一买入NVDA的sell put期权,6月17日到期,行权价150,离行权日有6周时间,为什么不是一个月呢,vix恐慌指数瞬间飙高,预示着未来30天股价会大跌,按照大跌的话就做(6~12周)期权原则,选择了6月17日到期的期权,正好是6周时间,如果恒盘就卖(3-6周)的期权。周一股价从182一路狂跌到了168,周四最低到了155,前四天竟然跌到了15%,保证金出现了极不友好的四个字”极其危险“,Margin Call是sell put最大的风险,我可能面临强制平仓的结局,采取了入金操作。周五股价回到了179,这周NVDA股价跌了2%。预计6月初会有一波跌幅(VIX指数在5月初瞬间飙高),预示着未来一个月是一个很难过的日子。NVDA最低股价这周告诉在大跌的时候我永远要留20%的现金来对抗风险,大涨的时候留10%,这样平均算下来要留15%的现金。下周不做任何操作,观察大盘走势,美联储还要再加息2个月,50个百分点,留有一定的现金对抗风险。Warren E. Buffett","listText":"上周是一个跌宕起伏的一周,按照计划,周一买入NVDA的sell put期权,6月17日到期,行权价150,离行权日有6周时间,为什么不是一个月呢,vix恐慌指数瞬间飙高,预示着未来30天股价会大跌,按照大跌的话就做(6~12周)期权原则,选择了6月17日到期的期权,正好是6周时间,如果恒盘就卖(3-6周)的期权。周一股价从182一路狂跌到了168,周四最低到了155,前四天竟然跌到了15%,保证金出现了极不友好的四个字”极其危险“,Margin Call是sell put最大的风险,我可能面临强制平仓的结局,采取了入金操作。周五股价回到了179,这周NVDA股价跌了2%。预计6月初会有一波跌幅(VIX指数在5月初瞬间飙高),预示着未来一个月是一个很难过的日子。NVDA最低股价这周告诉在大跌的时候我永远要留20%的现金来对抗风险,大涨的时候留10%,这样平均算下来要留15%的现金。下周不做任何操作,观察大盘走势,美联储还要再加息2个月,50个百分点,留有一定的现金对抗风险。Warren E. Buffett","text":"上周是一个跌宕起伏的一周,按照计划,周一买入NVDA的sell put期权,6月17日到期,行权价150,离行权日有6周时间,为什么不是一个月呢,vix恐慌指数瞬间飙高,预示着未来30天股价会大跌,按照大跌的话就做(6~12周)期权原则,选择了6月17日到期的期权,正好是6周时间,如果恒盘就卖(3-6周)的期权。周一股价从182一路狂跌到了168,周四最低到了155,前四天竟然跌到了15%,保证金出现了极不友好的四个字”极其危险“,Margin Call是sell put最大的风险,我可能面临强制平仓的结局,采取了入金操作。周五股价回到了179,这周NVDA股价跌了2%。预计6月初会有一波跌幅(VIX指数在5月初瞬间飙高),预示着未来一个月是一个很难过的日子。NVDA最低股价这周告诉在大跌的时候我永远要留20%的现金来对抗风险,大涨的时候留10%,这样平均算下来要留15%的现金。下周不做任何操作,观察大盘走势,美联储还要再加息2个月,50个百分点,留有一定的现金对抗风险。Warren E. Buffett","images":[{"img":"https://static.tigerbbs.com/e563432fdf8dc983d59d0a985d18027f","width":"273","height":"279"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612795371","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612730700,"gmtCreate":1652530989800,"gmtModify":1652530993041,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>slightly ","listText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>slightly ","text":"$LION-PHILLIP S-REIT(CLR.SI)$slightly","images":[{"img":"https://static.tigerbbs.com/a39593c5b30cc7d6952293bfa4c74aeb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612730700","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":612259974,"gmtCreate":1652364203198,"gmtModify":1652364451397,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Innuowei","listText":"Innuowei","text":"Innuowei","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612259974","repostId":"612225091","repostType":1,"repost":{"id":612225091,"gmtCreate":1652363341813,"gmtModify":1652363639874,"author":{"id":"4105502016424170","authorId":"4105502016424170","name":"格隆汇新股","avatar":"https://static.tigerbbs.com/d7f47c6ffb14668ca33d9ea0e32219ac","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105502016424170","authorIdStr":"4105502016424170"},"themes":[],"title":"英诺伟医疗递表港交所:业绩亏损,最新融资估值飙升至62.5亿","htmlText":"据格隆汇新股了解,近日,上海英诺伟医疗器械股份有限公司(以下简称“英诺伟医疗”)向港交所递交上市申请书,拟登陆港股主板,高盛、中金公司为其联席保荐人。英诺伟医疗成立于2009年,是由Innovex Medical Limited全资拥有。2013年,公司吸收合并了当时的非全资附属公司英诺伟微创,而后不断壮大。自成立以来,英诺伟医疗一共完成6轮融资,分别是1.1亿元A1轮、3000万元A2轮、3000万元B1轮、3000万元B2轮、4.375亿元C1轮和2.5亿元C2轮融资,合计约8.875亿元。值得注意的是,公司在C轮融资开始融资金额及估值飙升。可以看到,英诺伟医疗在A1轮、A2轮、B1轮、B2轮融资后,对应的估值分别为5.91亿元、6.11亿元、7.15亿元、10.30亿元,到了C1轮、C2轮融资估值达到28.00亿元和62.50亿元,而C1轮和C2轮融资间隔仅过了1个月,也就是说,短短1个月内,公司估值飙升了2.23倍,不禁令人惊叹。英诺伟医疗是一家国内领先的非血管介入手术整合解决方案提供商。截至目前,公司共拥有31款在中国、美国、欧洲及/或日本获得批准的产品,以及17款开发中产品。近年来,随着非血管疾病发病率增加,非血管介入手术数量及渗透率不断增加。全球已进行的非血管介入手术数量由2016年的77.1百万例增长至2021年的1.13亿例,年复合增长率达8%,预计到2030年将增至2.56亿例。其中,中国已进行的非血管介入手术数量预计到2030年将达到89百万例,届时渗透率预计达到48%。内窥镜、有源医疗器械及无源耗材作为非血管介入手术中最常用的医疗器械。其中,内窥镜的市场规模呈现稳步增长的态势,由2016年的113亿美元增长至2021年的159亿美元,预计到2030年将达到321亿美元。而上述三种医疗器械亦是公司主要产品,2021年公司内窥镜、无源耗材的销售收入占比分","listText":"据格隆汇新股了解,近日,上海英诺伟医疗器械股份有限公司(以下简称“英诺伟医疗”)向港交所递交上市申请书,拟登陆港股主板,高盛、中金公司为其联席保荐人。英诺伟医疗成立于2009年,是由Innovex Medical Limited全资拥有。2013年,公司吸收合并了当时的非全资附属公司英诺伟微创,而后不断壮大。自成立以来,英诺伟医疗一共完成6轮融资,分别是1.1亿元A1轮、3000万元A2轮、3000万元B1轮、3000万元B2轮、4.375亿元C1轮和2.5亿元C2轮融资,合计约8.875亿元。值得注意的是,公司在C轮融资开始融资金额及估值飙升。可以看到,英诺伟医疗在A1轮、A2轮、B1轮、B2轮融资后,对应的估值分别为5.91亿元、6.11亿元、7.15亿元、10.30亿元,到了C1轮、C2轮融资估值达到28.00亿元和62.50亿元,而C1轮和C2轮融资间隔仅过了1个月,也就是说,短短1个月内,公司估值飙升了2.23倍,不禁令人惊叹。英诺伟医疗是一家国内领先的非血管介入手术整合解决方案提供商。截至目前,公司共拥有31款在中国、美国、欧洲及/或日本获得批准的产品,以及17款开发中产品。近年来,随着非血管疾病发病率增加,非血管介入手术数量及渗透率不断增加。全球已进行的非血管介入手术数量由2016年的77.1百万例增长至2021年的1.13亿例,年复合增长率达8%,预计到2030年将增至2.56亿例。其中,中国已进行的非血管介入手术数量预计到2030年将达到89百万例,届时渗透率预计达到48%。内窥镜、有源医疗器械及无源耗材作为非血管介入手术中最常用的医疗器械。其中,内窥镜的市场规模呈现稳步增长的态势,由2016年的113亿美元增长至2021年的159亿美元,预计到2030年将达到321亿美元。而上述三种医疗器械亦是公司主要产品,2021年公司内窥镜、无源耗材的销售收入占比分","text":"据格隆汇新股了解,近日,上海英诺伟医疗器械股份有限公司(以下简称“英诺伟医疗”)向港交所递交上市申请书,拟登陆港股主板,高盛、中金公司为其联席保荐人。英诺伟医疗成立于2009年,是由Innovex Medical Limited全资拥有。2013年,公司吸收合并了当时的非全资附属公司英诺伟微创,而后不断壮大。自成立以来,英诺伟医疗一共完成6轮融资,分别是1.1亿元A1轮、3000万元A2轮、3000万元B1轮、3000万元B2轮、4.375亿元C1轮和2.5亿元C2轮融资,合计约8.875亿元。值得注意的是,公司在C轮融资开始融资金额及估值飙升。可以看到,英诺伟医疗在A1轮、A2轮、B1轮、B2轮融资后,对应的估值分别为5.91亿元、6.11亿元、7.15亿元、10.30亿元,到了C1轮、C2轮融资估值达到28.00亿元和62.50亿元,而C1轮和C2轮融资间隔仅过了1个月,也就是说,短短1个月内,公司估值飙升了2.23倍,不禁令人惊叹。英诺伟医疗是一家国内领先的非血管介入手术整合解决方案提供商。截至目前,公司共拥有31款在中国、美国、欧洲及/或日本获得批准的产品,以及17款开发中产品。近年来,随着非血管疾病发病率增加,非血管介入手术数量及渗透率不断增加。全球已进行的非血管介入手术数量由2016年的77.1百万例增长至2021年的1.13亿例,年复合增长率达8%,预计到2030年将增至2.56亿例。其中,中国已进行的非血管介入手术数量预计到2030年将达到89百万例,届时渗透率预计达到48%。内窥镜、有源医疗器械及无源耗材作为非血管介入手术中最常用的医疗器械。其中,内窥镜的市场规模呈现稳步增长的态势,由2016年的113亿美元增长至2021年的159亿美元,预计到2030年将达到321亿美元。而上述三种医疗器械亦是公司主要产品,2021年公司内窥镜、无源耗材的销售收入占比分","images":[{"img":"https://static.tigerbbs.com/d363a5f0b2cdcf716853aa7ebeacd6b8"},{"img":"https://static.tigerbbs.com/c2d5ba4948c52dde8969c5e2e8b32883"},{"img":"https://static.tigerbbs.com/17bd35e4df9747c4ea950f3a2776b7cd"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612225091","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":824238643,"gmtCreate":1634313630839,"gmtModify":1634313630985,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/824238643","repostId":"2175117376","repostType":4,"repost":{"id":"2175117376","pubTimestamp":1634303296,"share":"https://www.laohu8.com/m/news/2175117376?lang=&edition=full","pubTime":"2021-10-15 21:08","market":"us","language":"en","title":"3 5G Stocks to Buy in October","url":"https://stock-news.laohu8.com/highlight/detail?id=2175117376","media":"Motley Fool","summary":"From memory chips to mobile gaming, these three companies will benefit from growing demand for all things 5G.","content":"<p>The era of 5G is here, and there are several ways to invest behind the improvements that faster download speeds will bring smartphone users.</p>\n<p>Here's why I believe <b>Apple</b> (NASDAQ:AAPL), <b>Micron Technology</b> (NASDAQ:MU), and <b><a href=\"https://laohu8.com/S/ZNGA\">Zynga</a></b> (NASDAQ:ZNGA) are no-brainer buys right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F646511%2F5g-cell-tower.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>Apple: The top brand benefiting from 5G upgrades</h2>\n<p>Apple is probably the safest stock to invest in 5G that still offers decent return potential. While Apple might look somewhat expensive at a price-to-earnings ratio of 27, analysts have been underestimating the iPhone maker for years. The stock has delivered multibagger returns over the last decade even though the brand was just as well known in 2011 as it is today.</p>\n<p>Wait times for the newest iPhones are reported to be the longest in at least four years at more than four weeks. While Wall Street tries to figure out whether it's genuine demand or supply shortages creating the delays, the only thing that matters is that the 5G upgrade cycle is definitely here, and it's going to lead to more revenue growth for Apple over the next few years.</p>\n<p>Apple started the year with an installed base of 1.65 billion devices worldwide, a new record. The introduction of 5G on the iPhone 12 drove strong revenue performance a year ago. Through the first three quarters of fiscal 2021 (through June), iPhone sales were up 37.5% year over year. The new iPhone 13 should pull in users that skipped last year's upgrade, especially once people get a look at the smoothness of the new screens on the Pro models.</p>\n<p>The iPhone is the flywheel product for Apple, since strong sales tend to spill over to other products and services. All said, Apple is looking at a profitable stretch of growth and is a good bet for investors.</p>\n<h2>Micron Technology: A top provider of essential mobile hardware</h2>\n<p>Micron is a leading supplier of dynamic random-access memory (DRAM), non-volatile memory (NAND), and NOR flash memory and storage products that are used in consumer PCs, data centers, and by some of the leading smartphone manufacturers. Long-term demand trends in the data center and 5G markets are driving a strong growth phase for the company, with revenue up 29% in fiscal 2021, which ended in September.</p>\n<p>Micron's mobile business unit grew 26% in fiscal 2021 and accounted for slightly more than a quarter of its total revenue. Management is anticipating another strong year of growth, as 5G phones contain significantly more memory capacity than 4G phones.</p>\n<p>Micron has supplied products for iPhones in the past, but a recent teardown of the iPhone 13 revealed that Apple chose to use chips from Micron competitors SK Hynix and Kioxia this time around. This isn't a problem for Micron, though, since the smartphone market is much bigger than Apple, with 5G smartphone sales expected to reach 500 million units this year.</p>\n<p>Given the growth Micron is seeing across the data center, mobile, automotive, and industrial markets, the stock looks particularly attractive at a forward P/E of just 7.2. Throw in a small quarterly dividend of $0.10 per share (yielding about 0.15% at the current stock price), and investors are looking at one cheap stock to invest in the 5G growth cycle.</p>\n<h2>Zynga: A fast-growing mobile game producer</h2>\n<p>It's not just hardware suppliers that will benefit from 5G. People who play mobile games will see significant benefits, such as faster downloads, from the technology and Zynga is the company behind several popular mobile games, including <i>FarmVille</i>, <i>Merge Magic!</i>, <i>Empires & Puzzles</i>, and <i>Words With Friends</i>. The stock has delivered a return of 150% over the last five years, and the era of 5G could significantly boost player engagement and growth for this company.</p>\n<p>Players using 5G devices will be able to download games with large file sizes much faster while away from their home Wi-Fi network, which could increase player engagement. 5G speeds will also bring major benefits to online multiplayer games, such as Zynga's <i>CSR Racing</i>. Overall, games will look better and play faster.</p>\n<p>Management estimates that investments in international growth, cross-platform play, launching hyper-casual games, and mobile advertising put the company's long-term addressable market at $240 billion. Zynga generated just $2.5 billion in revenue over the last four quarters, with second-quarter bookings up a robust 37% year over year.</p>\n<p>However, market participants are concerned about slowing growth in the near term, as Zynga numbers come up against high growth during the earlier days of the pandemic. As a result, the stock is down about 31% over the last few months. Given that mobile gaming is already the fastest-growing segment in the $175 billion video game industry, an investment in Zynga at the beginning of the 5G upgrade cycle could lead to stellar returns for investors over the next five years.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 5G Stocks to Buy in October</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 5G Stocks to Buy in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 21:08 GMT+8 <a href=https://www.fool.com/investing/2021/10/15/3-5g-stocks-to-buy-in-october/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The era of 5G is here, and there are several ways to invest behind the improvements that faster download speeds will bring smartphone users.\nHere's why I believe Apple (NASDAQ:AAPL), Micron Technology...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/15/3-5g-stocks-to-buy-in-october/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","ZNGA":"Zynga","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/10/15/3-5g-stocks-to-buy-in-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175117376","content_text":"The era of 5G is here, and there are several ways to invest behind the improvements that faster download speeds will bring smartphone users.\nHere's why I believe Apple (NASDAQ:AAPL), Micron Technology (NASDAQ:MU), and Zynga (NASDAQ:ZNGA) are no-brainer buys right now.\nImage source: Getty Images.\nApple: The top brand benefiting from 5G upgrades\nApple is probably the safest stock to invest in 5G that still offers decent return potential. While Apple might look somewhat expensive at a price-to-earnings ratio of 27, analysts have been underestimating the iPhone maker for years. The stock has delivered multibagger returns over the last decade even though the brand was just as well known in 2011 as it is today.\nWait times for the newest iPhones are reported to be the longest in at least four years at more than four weeks. While Wall Street tries to figure out whether it's genuine demand or supply shortages creating the delays, the only thing that matters is that the 5G upgrade cycle is definitely here, and it's going to lead to more revenue growth for Apple over the next few years.\nApple started the year with an installed base of 1.65 billion devices worldwide, a new record. The introduction of 5G on the iPhone 12 drove strong revenue performance a year ago. Through the first three quarters of fiscal 2021 (through June), iPhone sales were up 37.5% year over year. The new iPhone 13 should pull in users that skipped last year's upgrade, especially once people get a look at the smoothness of the new screens on the Pro models.\nThe iPhone is the flywheel product for Apple, since strong sales tend to spill over to other products and services. All said, Apple is looking at a profitable stretch of growth and is a good bet for investors.\nMicron Technology: A top provider of essential mobile hardware\nMicron is a leading supplier of dynamic random-access memory (DRAM), non-volatile memory (NAND), and NOR flash memory and storage products that are used in consumer PCs, data centers, and by some of the leading smartphone manufacturers. Long-term demand trends in the data center and 5G markets are driving a strong growth phase for the company, with revenue up 29% in fiscal 2021, which ended in September.\nMicron's mobile business unit grew 26% in fiscal 2021 and accounted for slightly more than a quarter of its total revenue. Management is anticipating another strong year of growth, as 5G phones contain significantly more memory capacity than 4G phones.\nMicron has supplied products for iPhones in the past, but a recent teardown of the iPhone 13 revealed that Apple chose to use chips from Micron competitors SK Hynix and Kioxia this time around. This isn't a problem for Micron, though, since the smartphone market is much bigger than Apple, with 5G smartphone sales expected to reach 500 million units this year.\nGiven the growth Micron is seeing across the data center, mobile, automotive, and industrial markets, the stock looks particularly attractive at a forward P/E of just 7.2. Throw in a small quarterly dividend of $0.10 per share (yielding about 0.15% at the current stock price), and investors are looking at one cheap stock to invest in the 5G growth cycle.\nZynga: A fast-growing mobile game producer\nIt's not just hardware suppliers that will benefit from 5G. People who play mobile games will see significant benefits, such as faster downloads, from the technology and Zynga is the company behind several popular mobile games, including FarmVille, Merge Magic!, Empires & Puzzles, and Words With Friends. The stock has delivered a return of 150% over the last five years, and the era of 5G could significantly boost player engagement and growth for this company.\nPlayers using 5G devices will be able to download games with large file sizes much faster while away from their home Wi-Fi network, which could increase player engagement. 5G speeds will also bring major benefits to online multiplayer games, such as Zynga's CSR Racing. Overall, games will look better and play faster.\nManagement estimates that investments in international growth, cross-platform play, launching hyper-casual games, and mobile advertising put the company's long-term addressable market at $240 billion. Zynga generated just $2.5 billion in revenue over the last four quarters, with second-quarter bookings up a robust 37% year over year.\nHowever, market participants are concerned about slowing growth in the near term, as Zynga numbers come up against high growth during the earlier days of the pandemic. As a result, the stock is down about 31% over the last few months. Given that mobile gaming is already the fastest-growing segment in the $175 billion video game industry, an investment in Zynga at the beginning of the 5G upgrade cycle could lead to stellar returns for investors over the next five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865030535,"gmtCreate":1632922685275,"gmtModify":1632922685405,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"How long will it stay","listText":"How long will it stay","text":"How long will it stay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/865030535","repostId":"1136349988","repostType":4,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696475629,"gmtCreate":1640759061074,"gmtModify":1640759061234,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Top 5 dividend pick.Whats ur take? And whats ur pick on ur top 5?Natural Health Trends Corp. (NASDAQ:NHTC)United-Guardian, Inc. (NYSE:UG)National CineMedia, Inc. (NASDAQ:NCMI)B&G Foods, Inc. (NYSE:BGS)NVE Corporation (NASDAQ:NVEC)","listText":"Top 5 dividend pick.Whats ur take? And whats ur pick on ur top 5?Natural Health Trends Corp. (NASDAQ:NHTC)United-Guardian, Inc. (NYSE:UG)National CineMedia, Inc. (NASDAQ:NCMI)B&G Foods, Inc. (NYSE:BGS)NVE Corporation (NASDAQ:NVEC)","text":"Top 5 dividend pick.Whats ur take? And whats ur pick on ur top 5?Natural Health Trends Corp. (NASDAQ:NHTC)United-Guardian, Inc. (NYSE:UG)National CineMedia, Inc. (NASDAQ:NCMI)B&G Foods, Inc. (NYSE:BGS)NVE Corporation (NASDAQ:NVEC)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/696475629","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274787036362","authorId":"3479274787036362","name":"huuou","avatar":"https://static.laohu8.com/picture129","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274787036362","authorIdStr":"3479274787036362"},"content":"In my opinion, the rise of U.S. stocks for many years in a row means that a deep adjustment may occur at any time. Be cautious in investing.","text":"In my opinion, the rise of U.S. stocks for many years in a row means that a deep adjustment may occur at any time. Be cautious in investing.","html":"In my opinion, the rise of U.S. stocks for many years in a row means that a deep adjustment may occur at any time. Be cautious in investing."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846982278,"gmtCreate":1636039714573,"gmtModify":1636039714788,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"How far can it go?","listText":"How far can it go?","text":"How far can it go?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846982278","repostId":"1198103703","repostType":4,"repost":{"id":"1198103703","pubTimestamp":1636030937,"share":"https://www.laohu8.com/m/news/1198103703?lang=&edition=full","pubTime":"2021-11-04 21:02","market":"us","language":"en","title":"Tesla Stock: Trading Like a Meme, Heading for the Moon","url":"https://stock-news.laohu8.com/highlight/detail?id=1198103703","media":"TheStreet","summary":"Now worth more than a trillion dollars, Tesla stock has been up 35% in less than two weeks. Wall Str","content":"<p>Now worth more than a trillion dollars, Tesla stock has been up 35% in less than two weeks. Wall Street Memes discusses why, like a meme stock, TSLA has been heading to the moon.</p>\n<p>Tesla is one of the most valuable global companies. While certainly not a “meme” in the literal sense, to be crystal clear, TSLA stock’s impressive rally makes it look like one. Shares are on their way to the moon, as gains have reached 50% since the start of last month.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb308c939c5a5c9c7f216006744ca320\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: A sign bearing the company logo outside a Tesla store in Cherry Creek Mall in Denver.</span></p>\n<p>Today, we discuss why this may be happening.</p>\n<p><b>Reddit popularity</b></p>\n<p>The key catalyst that seems to have pushed TSLA well past the $1 trillion market cap was rental car company Hertz’s plans to partner with the EV company to electrify its fleet by 2030.</p>\n<p>But TSLA’s rally started a couple of weeks earlier. The stock has been one of the most discussed tickers on Reddit forums for several days. The stock’s popularity has been fueled by other factors that include (1) Tesla having recently joined the select group of trillion-dollar market cap companies, (2) Q3 earnings results that topped consensus for the third consecutive quarter, and (3) recent enthusiasm from the sell side and institutional investors.</p>\n<p>Tesla stock was the most popular ticker on Reddit on November 2 (see image below). It has also been one of the most discussed tickers in the past month on Reddit’s famous WallStreetBets – the birthplace of meme mania.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c4b47f2daaddb5abeda131b432deff9\" tg-width=\"1071\" tg-height=\"399\" width=\"100%\" height=\"auto\"><span>Figure 2: Trending stocks on Reddit on November 2.</span></p>\n<p><b>Cathie Wood’s super-bullish call</b></p>\n<p>ARK Invest, the family of funds managed by famed investor Cathie Wood,hasin Tesla stock its largest allocation. Despite having recently sold a chunk of her funds’ TSLA position, probably for rebalancing purposes, Cathie Wood remains one of the most ferocious bulls on the EV stock.</p>\n<p>Recently, speaking at Milken Institute's 2021 Global Investment Conference, Ms. Wood said that $3,000 is ARK’s base case for Tesla stock. She sees the company as “a very visible” first proof of concept and wants to expose ARK clients to the “next FAAMGs”. She seems confident that Tesla is one key player in this new generation of tech giants.</p>\n<p>Lastly, she has mentioned that electric vehicles are taking massive share from traditional gas-fueled cars, and that Tesla stock is finally reacting to this new reality.</p>\n<p>ARK Invest is considered one of the most popular and influential funds in the asset management industry. Its strategy to invest in disruptive technology has likely incentivized several individual investors to follow in Cathie Wood’s footsteps and give TSLA further consideration.</p>\n<p><b>Elon Musk’s influence</b></p>\n<p>From the position of wealthiest person on Earth, Tesla and SpaceX CEO Elon Musk has a very influential voice in the markets. Like his Bitcoin- and Dogecoin-related tweets that often cause a frenzy, Tesla stock seems to be under similar influence from its iconic CEO.</p>\n<p>Elon has recently claimed that Tesla’s vehicle deliveries to Hertz have not started, and that a contract has not even been inked yet. The brief statement on Twitter (see below) caused immediate bearish reaction from the markets. Here too, meme-type price action was evident.</p>\n<p><img src=\"https://static.tigerbbs.com/1e5b15e9929e68481dad5b04c06512d7\" tg-width=\"418\" tg-height=\"656\" width=\"100%\" height=\"auto\"></p>\n<p>Under meme influence, shares of Hertz began the November 2 session trading 7% lower – only to reverse course and shoot higher by nearly 50% from intraday low to high. Meanwhile, Tesla ended the day lower by a sizable 3%, shedding nearly $40 billion in market cap.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Trading Like a Meme, Heading for the Moon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Trading Like a Meme, Heading for the Moon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 21:02 GMT+8 <a href=https://www.thestreet.com/memestocks/other-memes/to-the-moon-tesla-stock-is-trading-like-a-meme><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Now worth more than a trillion dollars, Tesla stock has been up 35% in less than two weeks. Wall Street Memes discusses why, like a meme stock, TSLA has been heading to the moon.\nTesla is one of the ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/to-the-moon-tesla-stock-is-trading-like-a-meme\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/memestocks/other-memes/to-the-moon-tesla-stock-is-trading-like-a-meme","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198103703","content_text":"Now worth more than a trillion dollars, Tesla stock has been up 35% in less than two weeks. Wall Street Memes discusses why, like a meme stock, TSLA has been heading to the moon.\nTesla is one of the most valuable global companies. While certainly not a “meme” in the literal sense, to be crystal clear, TSLA stock’s impressive rally makes it look like one. Shares are on their way to the moon, as gains have reached 50% since the start of last month.\nFigure 1: A sign bearing the company logo outside a Tesla store in Cherry Creek Mall in Denver.\nToday, we discuss why this may be happening.\nReddit popularity\nThe key catalyst that seems to have pushed TSLA well past the $1 trillion market cap was rental car company Hertz’s plans to partner with the EV company to electrify its fleet by 2030.\nBut TSLA’s rally started a couple of weeks earlier. The stock has been one of the most discussed tickers on Reddit forums for several days. The stock’s popularity has been fueled by other factors that include (1) Tesla having recently joined the select group of trillion-dollar market cap companies, (2) Q3 earnings results that topped consensus for the third consecutive quarter, and (3) recent enthusiasm from the sell side and institutional investors.\nTesla stock was the most popular ticker on Reddit on November 2 (see image below). It has also been one of the most discussed tickers in the past month on Reddit’s famous WallStreetBets – the birthplace of meme mania.\nFigure 2: Trending stocks on Reddit on November 2.\nCathie Wood’s super-bullish call\nARK Invest, the family of funds managed by famed investor Cathie Wood,hasin Tesla stock its largest allocation. Despite having recently sold a chunk of her funds’ TSLA position, probably for rebalancing purposes, Cathie Wood remains one of the most ferocious bulls on the EV stock.\nRecently, speaking at Milken Institute's 2021 Global Investment Conference, Ms. Wood said that $3,000 is ARK’s base case for Tesla stock. She sees the company as “a very visible” first proof of concept and wants to expose ARK clients to the “next FAAMGs”. She seems confident that Tesla is one key player in this new generation of tech giants.\nLastly, she has mentioned that electric vehicles are taking massive share from traditional gas-fueled cars, and that Tesla stock is finally reacting to this new reality.\nARK Invest is considered one of the most popular and influential funds in the asset management industry. Its strategy to invest in disruptive technology has likely incentivized several individual investors to follow in Cathie Wood’s footsteps and give TSLA further consideration.\nElon Musk’s influence\nFrom the position of wealthiest person on Earth, Tesla and SpaceX CEO Elon Musk has a very influential voice in the markets. Like his Bitcoin- and Dogecoin-related tweets that often cause a frenzy, Tesla stock seems to be under similar influence from its iconic CEO.\nElon has recently claimed that Tesla’s vehicle deliveries to Hertz have not started, and that a contract has not even been inked yet. The brief statement on Twitter (see below) caused immediate bearish reaction from the markets. Here too, meme-type price action was evident.\n\nUnder meme influence, shares of Hertz began the November 2 session trading 7% lower – only to reverse course and shoot higher by nearly 50% from intraday low to high. Meanwhile, Tesla ended the day lower by a sizable 3%, shedding nearly $40 billion in market cap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882355997,"gmtCreate":1631663595119,"gmtModify":1631883821294,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"With this bad launch, will Apple up or down","listText":"With this bad launch, will Apple up or down","text":"With this bad launch, will Apple up or down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882355997","repostId":"2167568176","repostType":4,"repost":{"id":"2167568176","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1631662384,"share":"https://www.laohu8.com/m/news/2167568176?lang=&edition=full","pubTime":"2021-09-15 07:33","market":"us","language":"en","title":"Apple's new iPhone 13 touts faster 5G, sharper cameras to spur trade-ins","url":"https://stock-news.laohu8.com/highlight/detail?id=2167568176","media":"Reuters","summary":"Sept 14 (Reuters) - Apple Inc unveiled the iPhone 13 and a new iPad mini on Tuesday, expanding 5G co","content":"<p>Sept 14 (Reuters) - Apple Inc unveiled the iPhone 13 and a new iPad mini on Tuesday, expanding 5G connectivity and showing off faster chips and sharper cameras without raising the phone's price.</p>\n<p>The Cupertino, California-based company did not announce any blockbuster features or products, but analysts expect customers hanging onto older models like the iPhone X will be eager to upgrade. To encourage trade-ins, participating wireless carriers are offering incentives ahead of the year-end holiday season that to make the new phones free to some customers.</p>\n<p>The iPhone 13 will have a new chip called the A15 Bionic that enables features like automatically translating text. The phone also has a better display, longer battery life and a Cinematic mode for automatically changing focus while taking videos. Apple said the iPhone 13 will have custom 5G antennas and radio components for faster speeds and will come in five colors.</p>\n<p>The phone will start at $699, and participating wireless carriers will offer up to $700 off for qualifying trade-ins. The iPhone 13 Pro starts at $999 and the Pro Max starts at $1,099, with trade-in offers of up to $1,000. All three models will be available Sept. 24.</p>\n<p>The prices are unchanged from last year, but some carriers such as AT&T Inc will offer the devices for no additional charge with subsidies of up to $1,000 if customers trade in a previous model and sign up for an installment plan.</p>\n<p>Verizon Communications Inc and <a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a> offered similar deals but with slightly lower subsidies up to $700. The biggest subsidies will go to customers who turn in iPhone 11 and iPhone 12 models.</p>\n<p>Ben Bajarin, head of consumer technologies at Creative Strategies, said he expects those aggressive subsides will increase as Apple and carriers try to hold onto customers.</p>\n<p>\"That offer is unique to Apple, and it's a strength they have to keep these sales cycles going for them and for the carriers,\" Bajarin said.</p>\n<p>The iPhone is Apple's most important product, but Apple has rolled out a web of service and other products that are seen as locking customers into a system they enjoy -- and would find expensive to leave.</p>\n<p>The Series 7 smart watch will feature a larger display and faster charging. It will start at $399 and be available later this autumn.</p>\n<p>The company also updated its iPad Mini with 5G connectivity and a reworked design that makes it look like the higher-end iPad Air and Pro models. Bob O'Donnell, head of TECHnalysis Research, said the small tablet was Apple's most surprising announcement and could lure in customers who want a device with 5G that can handle more powerful apps than a phone.</p>\n<p>\"I don't think it replaces any other device, like we've seen Apple try to position some of the bigger iPads as PC replacements,\" O'Donnell said.</p>\n<p>The new iPad Mini's price rose by $100, but it also added new capabilities like compatibility with the company's Apple Pencil and a faster chip than the larger-screened base model iPad, bucking a trend of smaller screens being cheaper. Apple showed the Mini in use by professionals like doctors.</p>\n<p>Apple also updated its base-model iPad with a new camera. The new iPad will start at $329 and the Mini at $499. Both will be available next week.</p>\n<p>Apple shares closed down about 1%, a sharper fall than a slight downturn in broader markets.</p>\n<p>\"It seems like there's nothing really revolutionary announced, but of course, as usual, they announced enough improvements to at least generate some enthusiasm among consumers,\" said Rick Meckler, partner at family investment office Cherry Lane Investments.</p>\n<p>Apple's biggest product launch of the year comes as some of the shine has come off its stock as business practices such as charging software developers commissions on in-app payments have come under regulatory scrutiny.</p>\n<p>Apple shares were up about 11.6% year to date as of Tuesday's close, trailing the Nasdaq Composite Index , which was up 16.7% over the same period.</p>\n<p>Kim Forrest, founder and chief investment officer at Bokeh Capital, said she was not concerned by the lack of splashy, unexpected products, since Apple's upgrades would keep customers. \"I think the consumer, once it gets the Apple chip in its head, it's very hard to dislodge,\" she said.</p>\n<p>The Apple Watch has become a cornerstone of its $30.6 billion accessories segment, which was up 25% in Apple's most recent fiscal year even as its iPhone revenue declined slightly. Analysts widely believe that Apple users who buy more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> product - such as an Apple Watch and iPhone - are more likely to stick with the brand and spend on the company's apps and services.</p>\n<p>Apple focused on fitness features such as improving how the watch tracks bicycling workouts and dust protection for hiking. The watch is paired tightly with Apple Fitness+, a paid service offering guided workouts with Apple instructors. The company added pilates, skiing-oriented workouts and group workouts.</p>\n<p>Shares of exercise bike and online training company Peloton were down about 1.6%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's new iPhone 13 touts faster 5G, sharper cameras to spur trade-ins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's new iPhone 13 touts faster 5G, sharper cameras to spur trade-ins\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-15 07:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sept 14 (Reuters) - Apple Inc unveiled the iPhone 13 and a new iPad mini on Tuesday, expanding 5G connectivity and showing off faster chips and sharper cameras without raising the phone's price.</p>\n<p>The Cupertino, California-based company did not announce any blockbuster features or products, but analysts expect customers hanging onto older models like the iPhone X will be eager to upgrade. To encourage trade-ins, participating wireless carriers are offering incentives ahead of the year-end holiday season that to make the new phones free to some customers.</p>\n<p>The iPhone 13 will have a new chip called the A15 Bionic that enables features like automatically translating text. The phone also has a better display, longer battery life and a Cinematic mode for automatically changing focus while taking videos. Apple said the iPhone 13 will have custom 5G antennas and radio components for faster speeds and will come in five colors.</p>\n<p>The phone will start at $699, and participating wireless carriers will offer up to $700 off for qualifying trade-ins. The iPhone 13 Pro starts at $999 and the Pro Max starts at $1,099, with trade-in offers of up to $1,000. All three models will be available Sept. 24.</p>\n<p>The prices are unchanged from last year, but some carriers such as AT&T Inc will offer the devices for no additional charge with subsidies of up to $1,000 if customers trade in a previous model and sign up for an installment plan.</p>\n<p>Verizon Communications Inc and <a href=\"https://laohu8.com/S/TMUSR\">T-Mobile US Inc</a> offered similar deals but with slightly lower subsidies up to $700. The biggest subsidies will go to customers who turn in iPhone 11 and iPhone 12 models.</p>\n<p>Ben Bajarin, head of consumer technologies at Creative Strategies, said he expects those aggressive subsides will increase as Apple and carriers try to hold onto customers.</p>\n<p>\"That offer is unique to Apple, and it's a strength they have to keep these sales cycles going for them and for the carriers,\" Bajarin said.</p>\n<p>The iPhone is Apple's most important product, but Apple has rolled out a web of service and other products that are seen as locking customers into a system they enjoy -- and would find expensive to leave.</p>\n<p>The Series 7 smart watch will feature a larger display and faster charging. It will start at $399 and be available later this autumn.</p>\n<p>The company also updated its iPad Mini with 5G connectivity and a reworked design that makes it look like the higher-end iPad Air and Pro models. Bob O'Donnell, head of TECHnalysis Research, said the small tablet was Apple's most surprising announcement and could lure in customers who want a device with 5G that can handle more powerful apps than a phone.</p>\n<p>\"I don't think it replaces any other device, like we've seen Apple try to position some of the bigger iPads as PC replacements,\" O'Donnell said.</p>\n<p>The new iPad Mini's price rose by $100, but it also added new capabilities like compatibility with the company's Apple Pencil and a faster chip than the larger-screened base model iPad, bucking a trend of smaller screens being cheaper. Apple showed the Mini in use by professionals like doctors.</p>\n<p>Apple also updated its base-model iPad with a new camera. The new iPad will start at $329 and the Mini at $499. Both will be available next week.</p>\n<p>Apple shares closed down about 1%, a sharper fall than a slight downturn in broader markets.</p>\n<p>\"It seems like there's nothing really revolutionary announced, but of course, as usual, they announced enough improvements to at least generate some enthusiasm among consumers,\" said Rick Meckler, partner at family investment office Cherry Lane Investments.</p>\n<p>Apple's biggest product launch of the year comes as some of the shine has come off its stock as business practices such as charging software developers commissions on in-app payments have come under regulatory scrutiny.</p>\n<p>Apple shares were up about 11.6% year to date as of Tuesday's close, trailing the Nasdaq Composite Index , which was up 16.7% over the same period.</p>\n<p>Kim Forrest, founder and chief investment officer at Bokeh Capital, said she was not concerned by the lack of splashy, unexpected products, since Apple's upgrades would keep customers. \"I think the consumer, once it gets the Apple chip in its head, it's very hard to dislodge,\" she said.</p>\n<p>The Apple Watch has become a cornerstone of its $30.6 billion accessories segment, which was up 25% in Apple's most recent fiscal year even as its iPhone revenue declined slightly. Analysts widely believe that Apple users who buy more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> product - such as an Apple Watch and iPhone - are more likely to stick with the brand and spend on the company's apps and services.</p>\n<p>Apple focused on fitness features such as improving how the watch tracks bicycling workouts and dust protection for hiking. The watch is paired tightly with Apple Fitness+, a paid service offering guided workouts with Apple instructors. The company added pilates, skiing-oriented workouts and group workouts.</p>\n<p>Shares of exercise bike and online training company Peloton were down about 1.6%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VZ":"威瑞森","TMUS":"T-Mobile US Inc","AAPL":"苹果","T":"美国电话电报"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167568176","content_text":"Sept 14 (Reuters) - Apple Inc unveiled the iPhone 13 and a new iPad mini on Tuesday, expanding 5G connectivity and showing off faster chips and sharper cameras without raising the phone's price.\nThe Cupertino, California-based company did not announce any blockbuster features or products, but analysts expect customers hanging onto older models like the iPhone X will be eager to upgrade. To encourage trade-ins, participating wireless carriers are offering incentives ahead of the year-end holiday season that to make the new phones free to some customers.\nThe iPhone 13 will have a new chip called the A15 Bionic that enables features like automatically translating text. The phone also has a better display, longer battery life and a Cinematic mode for automatically changing focus while taking videos. Apple said the iPhone 13 will have custom 5G antennas and radio components for faster speeds and will come in five colors.\nThe phone will start at $699, and participating wireless carriers will offer up to $700 off for qualifying trade-ins. The iPhone 13 Pro starts at $999 and the Pro Max starts at $1,099, with trade-in offers of up to $1,000. All three models will be available Sept. 24.\nThe prices are unchanged from last year, but some carriers such as AT&T Inc will offer the devices for no additional charge with subsidies of up to $1,000 if customers trade in a previous model and sign up for an installment plan.\nVerizon Communications Inc and T-Mobile US Inc offered similar deals but with slightly lower subsidies up to $700. The biggest subsidies will go to customers who turn in iPhone 11 and iPhone 12 models.\nBen Bajarin, head of consumer technologies at Creative Strategies, said he expects those aggressive subsides will increase as Apple and carriers try to hold onto customers.\n\"That offer is unique to Apple, and it's a strength they have to keep these sales cycles going for them and for the carriers,\" Bajarin said.\nThe iPhone is Apple's most important product, but Apple has rolled out a web of service and other products that are seen as locking customers into a system they enjoy -- and would find expensive to leave.\nThe Series 7 smart watch will feature a larger display and faster charging. It will start at $399 and be available later this autumn.\nThe company also updated its iPad Mini with 5G connectivity and a reworked design that makes it look like the higher-end iPad Air and Pro models. Bob O'Donnell, head of TECHnalysis Research, said the small tablet was Apple's most surprising announcement and could lure in customers who want a device with 5G that can handle more powerful apps than a phone.\n\"I don't think it replaces any other device, like we've seen Apple try to position some of the bigger iPads as PC replacements,\" O'Donnell said.\nThe new iPad Mini's price rose by $100, but it also added new capabilities like compatibility with the company's Apple Pencil and a faster chip than the larger-screened base model iPad, bucking a trend of smaller screens being cheaper. Apple showed the Mini in use by professionals like doctors.\nApple also updated its base-model iPad with a new camera. The new iPad will start at $329 and the Mini at $499. Both will be available next week.\nApple shares closed down about 1%, a sharper fall than a slight downturn in broader markets.\n\"It seems like there's nothing really revolutionary announced, but of course, as usual, they announced enough improvements to at least generate some enthusiasm among consumers,\" said Rick Meckler, partner at family investment office Cherry Lane Investments.\nApple's biggest product launch of the year comes as some of the shine has come off its stock as business practices such as charging software developers commissions on in-app payments have come under regulatory scrutiny.\nApple shares were up about 11.6% year to date as of Tuesday's close, trailing the Nasdaq Composite Index , which was up 16.7% over the same period.\nKim Forrest, founder and chief investment officer at Bokeh Capital, said she was not concerned by the lack of splashy, unexpected products, since Apple's upgrades would keep customers. \"I think the consumer, once it gets the Apple chip in its head, it's very hard to dislodge,\" she said.\nThe Apple Watch has become a cornerstone of its $30.6 billion accessories segment, which was up 25% in Apple's most recent fiscal year even as its iPhone revenue declined slightly. Analysts widely believe that Apple users who buy more than one product - such as an Apple Watch and iPhone - are more likely to stick with the brand and spend on the company's apps and services.\nApple focused on fitness features such as improving how the watch tracks bicycling workouts and dust protection for hiking. The watch is paired tightly with Apple Fitness+, a paid service offering guided workouts with Apple instructors. The company added pilates, skiing-oriented workouts and group workouts.\nShares of exercise bike and online training company Peloton were down about 1.6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890173817,"gmtCreate":1628088740239,"gmtModify":1631891664821,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Niceeee","listText":"Niceeee","text":"Niceeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890173817","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808179657,"gmtCreate":1627566895079,"gmtModify":1631891664850,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Let it on fire.","listText":"Let it on fire.","text":"Let it on fire.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808179657","repostId":"1165497040","repostType":4,"repost":{"id":"1165497040","pubTimestamp":1627542522,"share":"https://www.laohu8.com/m/news/1165497040?lang=&edition=full","pubTime":"2021-07-29 15:08","market":"us","language":"en","title":"Amazon Reports Earnings Thursday. Expect a Blowout.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165497040","media":"Barrons","summary":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.Another is that Amazon’s competitors have already reported solid numbers.Shopify, arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its","content":"<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.</p>\n<p>For the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.</p>\n<p>There are several reasons why the Street numbers might be too low.</p>\n<p>For one, Amazon (ticker: AMZN) has beat expectations in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.</p>\n<p>Another is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its underappreciated advertising business. And the strength in the cloud business at Microsoft bodes well for Amazon Web Services.</p>\n<p>Street estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.</p>\n<p>Plus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over its proposed acquisition of the film studio MGM.Amazon has requested that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.</p>\n<p></p>\n<p>Investors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.</p>\n<p>In a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and Facebook shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s Prime Day sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.</p>\n<p>Evercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.</p>\n<p>Monness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.</p>\n<p>On Wednesday, Amazon shares were up 0.1%, to $3,630.32.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Reports Earnings Thursday. Expect a Blowout.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Reports Earnings Thursday. Expect a Blowout.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 15:08 GMT+8 <a href=https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165497040","content_text":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.\nThere are several reasons why the Street numbers might be too low.\nFor one, Amazon (ticker: AMZN) has beat expectations in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.\nAnother is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its underappreciated advertising business. And the strength in the cloud business at Microsoft bodes well for Amazon Web Services.\nStreet estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.\nPlus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over its proposed acquisition of the film studio MGM.Amazon has requested that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.\n\nInvestors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.\nIn a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and Facebook shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s Prime Day sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.\nEvercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.\nMonness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.\nOn Wednesday, Amazon shares were up 0.1%, to $3,630.32.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177258525,"gmtCreate":1627227344567,"gmtModify":1631891664877,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177258525","repostId":"2153878189","repostType":4,"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179241410,"gmtCreate":1626539602930,"gmtModify":1631891664899,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"D+ will hit N any longer?","listText":"D+ will hit N any longer?","text":"D+ will hit N any longer?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179241410","repostId":"2152897876","repostType":4,"repost":{"id":"2152897876","pubTimestamp":1626528120,"share":"https://www.laohu8.com/m/news/2152897876?lang=&edition=full","pubTime":"2021-07-17 21:22","market":"us","language":"en","title":"Netflix Earnings: What to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2152897876","media":"Motley Fool","summary":"The streaming video giant has some big questions to answer for investors on Tuesday.","content":"<p><b>Netflix</b> (NASDAQ:NFLX) investors are bracing for a volatile trading week ahead. The world's leading subscription-based streaming service will announce its first-quarter results after having posted wildly different growth rates in the previous two reports.</p>\n<p>Netflix's late April earnings showed much slower user growth than management had forecast, which executives blamed on temporary challenges like a light content release schedule rather than rising competition from rivals like <b>Disney</b> (NYSE:DIS).</p>\n<p>That explanation raises the bar for Netflix to issue an optimistic forecast for the second half of 2021 in its announcement on July 20. Let's take a look at the key metrics to follow in that report.</p>\n<h2>Meeting low expectations</h2>\n<p>Growth expectations are low following last quarter's surprise slowdown. Netflix is aiming to add just 1 million global subscribers after gaining 4 million last quarter. The same factors that powered that weak Q1 result will affect Q2. Those include a return to more normal TV trends as people turned to other entertainment activities in the wake of the pandemic.</p>\n<p>The big growth question is whether Netflix is feeling heat from competition like Disney's expanding streaming service. Executives said in April that these threats weren't to blame for the slow start to the year, given that engagement remained strong with existing members and growth was sluggish across many markets rather than just in the ones with new competition. Tuesday's report will mark Netflix's opportunity to show that it is still the leader in the niche.</p>\n<h2>Capital questions</h2>\n<p>The improving cash flow picture has been a big factor behind Netflix's stock price surge, and that's likely to be another highlight of this report. Ironically, the worry is that the company can't spend cash quickly enough to keep the content pipeline fully stocked. Most TV and movie production paused early last year and has only now started back up. Management is hoping to spend as much as $17 billion on content this year while marking its first year of positive cash flow.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24e7594a3156e7defcc305d31d5ff009\" tg-width=\"720\" tg-height=\"465\" referrerpolicy=\"no-referrer\"><span>NFLX Cash from Operations (TTM) data by YCharts</span></p>\n<p>Look for a new financial metric this quarter, too: stock buyback spending. Executives started that program in Q2 after the company found plenty of room to invest in the business while paying down its debt.</p>\n<h2>The forecast for the second half</h2>\n<p>Netflix has been telling investors that the business will resume its impressive growth rate in the second half of the year, mainly thanks to the flood of new releases that will hit its servers. Tuesday's report is management's opportunity to back up those claims with hard numbers.</p>\n<p>The company will issue a new subscriber outlook that should reflect its industry leadership position and its unusually high member loyalty. Anything less might be a reason for shareholders to worry. Meanwhile, Netflix's updated profit outlook should continue forecasting at least a 20% operating margin, assuming management is right about its ability to raise prices as user engagement rises.</p>\n<p>The forecast for the fall and winter months might seem weak compared to the blockbuster growth the service enjoyed in 2019 and 2020. But with global membership rising further above 200 million, it should also reinforce the idea that Netflix is still in the early days of improving on its current base of just 10% of total TV screen time in the U.S. market.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Earnings: What to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Earnings: What to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 21:22 GMT+8 <a href=https://www.fool.com/investing/2021/07/17/netflix-earnings-what-to-watch/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix (NASDAQ:NFLX) investors are bracing for a volatile trading week ahead. The world's leading subscription-based streaming service will announce its first-quarter results after having posted ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/17/netflix-earnings-what-to-watch/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/07/17/netflix-earnings-what-to-watch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152897876","content_text":"Netflix (NASDAQ:NFLX) investors are bracing for a volatile trading week ahead. The world's leading subscription-based streaming service will announce its first-quarter results after having posted wildly different growth rates in the previous two reports.\nNetflix's late April earnings showed much slower user growth than management had forecast, which executives blamed on temporary challenges like a light content release schedule rather than rising competition from rivals like Disney (NYSE:DIS).\nThat explanation raises the bar for Netflix to issue an optimistic forecast for the second half of 2021 in its announcement on July 20. Let's take a look at the key metrics to follow in that report.\nMeeting low expectations\nGrowth expectations are low following last quarter's surprise slowdown. Netflix is aiming to add just 1 million global subscribers after gaining 4 million last quarter. The same factors that powered that weak Q1 result will affect Q2. Those include a return to more normal TV trends as people turned to other entertainment activities in the wake of the pandemic.\nThe big growth question is whether Netflix is feeling heat from competition like Disney's expanding streaming service. Executives said in April that these threats weren't to blame for the slow start to the year, given that engagement remained strong with existing members and growth was sluggish across many markets rather than just in the ones with new competition. Tuesday's report will mark Netflix's opportunity to show that it is still the leader in the niche.\nCapital questions\nThe improving cash flow picture has been a big factor behind Netflix's stock price surge, and that's likely to be another highlight of this report. Ironically, the worry is that the company can't spend cash quickly enough to keep the content pipeline fully stocked. Most TV and movie production paused early last year and has only now started back up. Management is hoping to spend as much as $17 billion on content this year while marking its first year of positive cash flow.\nNFLX Cash from Operations (TTM) data by YCharts\nLook for a new financial metric this quarter, too: stock buyback spending. Executives started that program in Q2 after the company found plenty of room to invest in the business while paying down its debt.\nThe forecast for the second half\nNetflix has been telling investors that the business will resume its impressive growth rate in the second half of the year, mainly thanks to the flood of new releases that will hit its servers. Tuesday's report is management's opportunity to back up those claims with hard numbers.\nThe company will issue a new subscriber outlook that should reflect its industry leadership position and its unusually high member loyalty. Anything less might be a reason for shareholders to worry. Meanwhile, Netflix's updated profit outlook should continue forecasting at least a 20% operating margin, assuming management is right about its ability to raise prices as user engagement rises.\nThe forecast for the fall and winter months might seem weak compared to the blockbuster growth the service enjoyed in 2019 and 2020. But with global membership rising further above 200 million, it should also reinforce the idea that Netflix is still in the early days of improving on its current base of just 10% of total TV screen time in the U.S. market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800428961,"gmtCreate":1627313349653,"gmtModify":1631891664862,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Like.. wowoo","listText":"Like.. wowoo","text":"Like.. wowoo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800428961","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","pubTimestamp":1627298804,"share":"https://www.laohu8.com/m/news/2154957883?lang=&edition=full","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b> co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks That Are Screaming Summer Buys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8 <a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMY":"施贵宝","GM":"通用汽车","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178838225,"gmtCreate":1626795961167,"gmtModify":1631891664886,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Up up up up. ","listText":"Up up up up. ","text":"Up up up up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178838225","repostId":"2152657163","repostType":4,"repost":{"id":"2152657163","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1626795120,"share":"https://www.laohu8.com/m/news/2152657163?lang=&edition=full","pubTime":"2021-07-20 23:32","market":"us","language":"en","title":"AMC to reopen two of the top-grossing movie theaters in Los Angeles","url":"https://stock-news.laohu8.com/highlight/detail?id=2152657163","media":"Dow Jones","summary":"Cinema chain to take over leases for the Grove and the Americana from Pacific Theaters.\n\nAMC jumped ","content":"<blockquote>\n Cinema chain to take over leases for the Grove and the Americana from Pacific Theaters.\n</blockquote>\n<p><b>AMC</b><b> jumped nearly 9% in morning trading.</b></p>\n<p><img src=\"https://static.tigerbbs.com/39be46abc677a91e48d845a873557c43\" tg-width=\"824\" tg-height=\"609\" width=\"100%\" height=\"auto\"></p>\n<p>AMC Entertainment Holdings Inc., the world's largest movie-theater chain, is reopening two of the top-grossing theaters in the Los Angeles area, which have been shuttered for more than a year.</p>\n<p>AMC <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> said Monday it has reached a long-term lease agreement with privately held real-estate company Caruso, which owns the properties, for the 14-screen Grove Theatre in Los Angeles' Grove shopping center and the 18-screen Americana at Brand Theatre in nearby Glendale, Calif.</p>\n<p>The two theaters were previously run by Pacific Theatres, which announced in April that they, along with 15 other Pacific and ArcLight cinemas nationwide, including Hollywood's iconic Cinerama Dome, would not reopen. The theaters have been closed since early 2020 due to the pandemic.</p>\n<p>AMC said the two theaters will reopen to movie-goers in August. Movie theaters are only now starting to recover from the devastating closures; last week, AMC reported its best weekend for attendance in 16 months, adding that eight of the 10 busiest U.S. movie theaters were run by AMC.</p>\n<p>In 2018, the Grove was the second-highest-grossing movie theater in the Los Angeles area, while the Americana ranked fifth, AMC said Monday.</p>\n<p>AMC may not be done, saying it \"remains in active discussions with other property owners regarding additional currently closed locations.\"</p>\n<p>\"The Grove and The Americana at Brand theatres are among the most successful theatres in the greater Los Angeles area,\" AMC Chief Executive Adam Aron said in a statement. \"AMC is proud to be expanding in the movie-making capital of the world.\"</p>\n<p>AMC shares have been volatile in recent months, and have sunk 41% over the past month. Still, AMC is up more than 1,500% year to date, thanks to the meteoric rise by it and other meme stocks earlier this year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC to reopen two of the top-grossing movie theaters in Los Angeles</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC to reopen two of the top-grossing movie theaters in Los Angeles\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-20 23:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Cinema chain to take over leases for the Grove and the Americana from Pacific Theaters.\n</blockquote>\n<p><b>AMC</b><b> jumped nearly 9% in morning trading.</b></p>\n<p><img src=\"https://static.tigerbbs.com/39be46abc677a91e48d845a873557c43\" tg-width=\"824\" tg-height=\"609\" width=\"100%\" height=\"auto\"></p>\n<p>AMC Entertainment Holdings Inc., the world's largest movie-theater chain, is reopening two of the top-grossing theaters in the Los Angeles area, which have been shuttered for more than a year.</p>\n<p>AMC <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> said Monday it has reached a long-term lease agreement with privately held real-estate company Caruso, which owns the properties, for the 14-screen Grove Theatre in Los Angeles' Grove shopping center and the 18-screen Americana at Brand Theatre in nearby Glendale, Calif.</p>\n<p>The two theaters were previously run by Pacific Theatres, which announced in April that they, along with 15 other Pacific and ArcLight cinemas nationwide, including Hollywood's iconic Cinerama Dome, would not reopen. The theaters have been closed since early 2020 due to the pandemic.</p>\n<p>AMC said the two theaters will reopen to movie-goers in August. Movie theaters are only now starting to recover from the devastating closures; last week, AMC reported its best weekend for attendance in 16 months, adding that eight of the 10 busiest U.S. movie theaters were run by AMC.</p>\n<p>In 2018, the Grove was the second-highest-grossing movie theater in the Los Angeles area, while the Americana ranked fifth, AMC said Monday.</p>\n<p>AMC may not be done, saying it \"remains in active discussions with other property owners regarding additional currently closed locations.\"</p>\n<p>\"The Grove and The Americana at Brand theatres are among the most successful theatres in the greater Los Angeles area,\" AMC Chief Executive Adam Aron said in a statement. \"AMC is proud to be expanding in the movie-making capital of the world.\"</p>\n<p>AMC shares have been volatile in recent months, and have sunk 41% over the past month. Still, AMC is up more than 1,500% year to date, thanks to the meteoric rise by it and other meme stocks earlier this year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152657163","content_text":"Cinema chain to take over leases for the Grove and the Americana from Pacific Theaters.\n\nAMC jumped nearly 9% in morning trading.\n\nAMC Entertainment Holdings Inc., the world's largest movie-theater chain, is reopening two of the top-grossing theaters in the Los Angeles area, which have been shuttered for more than a year.\nAMC $(AMC)$ said Monday it has reached a long-term lease agreement with privately held real-estate company Caruso, which owns the properties, for the 14-screen Grove Theatre in Los Angeles' Grove shopping center and the 18-screen Americana at Brand Theatre in nearby Glendale, Calif.\nThe two theaters were previously run by Pacific Theatres, which announced in April that they, along with 15 other Pacific and ArcLight cinemas nationwide, including Hollywood's iconic Cinerama Dome, would not reopen. The theaters have been closed since early 2020 due to the pandemic.\nAMC said the two theaters will reopen to movie-goers in August. Movie theaters are only now starting to recover from the devastating closures; last week, AMC reported its best weekend for attendance in 16 months, adding that eight of the 10 busiest U.S. movie theaters were run by AMC.\nIn 2018, the Grove was the second-highest-grossing movie theater in the Los Angeles area, while the Americana ranked fifth, AMC said Monday.\nAMC may not be done, saying it \"remains in active discussions with other property owners regarding additional currently closed locations.\"\n\"The Grove and The Americana at Brand theatres are among the most successful theatres in the greater Los Angeles area,\" AMC Chief Executive Adam Aron said in a statement. \"AMC is proud to be expanding in the movie-making capital of the world.\"\nAMC shares have been volatile in recent months, and have sunk 41% over the past month. Still, AMC is up more than 1,500% year to date, thanks to the meteoric rise by it and other meme stocks earlier this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":613685664,"gmtCreate":1649855010772,"gmtModify":1649855011043,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>need to pull down","listText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>need to pull down","text":"$LION-PHILLIP S-REIT(CLR.SI)$need to pull down","images":[{"img":"https://static.tigerbbs.com/b50c38ec91c82c818750c8cb9b1e710a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613685664","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":615889892,"gmtCreate":1652880513716,"gmtModify":1652880514754,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Uber","listText":"Uber","text":"Uber","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615889892","repostId":"616776649","repostType":1,"repost":{"id":616776649,"gmtCreate":1652060156281,"gmtModify":1652111878395,"author":{"id":"3476843710285521","authorId":"3476843710285521","name":"从九千到九千万","avatar":"https://static.tigerbbs.com/521140bf022c3de9c2122f982d47a32d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476843710285521","authorIdStr":"3476843710285521"},"themes":[],"title":"5/8 妖孽的一周——市场继续走低?","htmlText":"Hello大家好,这里是九千君,希望大家周末过得愉快,母亲节快乐今天是周日,标准普尔 500 指数周五收盘下跌 -0.57%,道琼斯工业指数收盘下跌 -0.30%,纳斯达克 100 指数收盘下降-1.22%。周五上午,由于美国4月薪资报告的支持,股指短暂抹去了跌幅,并跳入正值。4月非农就业人数增长超过预期,工资压力放缓。看了一下SPY的K线,我可以很容易地看到我们的下一个目标价应该在400附近,那是填补缺口的地方,而我们已经非常接近这个水平了,所以我认为小幅反弹后应该还会继续回调,目前整体市场还没有反转的迹象,我认为还是有更多的下行的空间。明天日内早盘我建议可以买一些spy或者科技股超跌的call,赌一下反弹,下周三CPI指数数据出来的时候,我认为还是会有抛售暴跌的风险。上周VIP期权收益表现如下:【腾讯文档】期权Performance Charthttps://docs.qq.com/sheet/DSmx2WUpSVm1ZZUd5上为完整的交易记录。个股点位关注(解锁完整Option/Stock Alert服务请咨询公众号:从九千到九千万)AAPL<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 收于157.68,自去年12月以来,AAPL一直在150-182的同一区间内交易,如果AAPL本月不能守住153,下一步就可能跌至150-145。本周看跌期权可以在153之下发挥作用。150是AAPL的一个重要支撑位,如果跌破,可能会引发今年向138-141的下跌。AMD<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 收盘价为95.34,AMD未能守住财报后的跳空缺口,进入本周末后开始破位下跌。","listText":"Hello大家好,这里是九千君,希望大家周末过得愉快,母亲节快乐今天是周日,标准普尔 500 指数周五收盘下跌 -0.57%,道琼斯工业指数收盘下跌 -0.30%,纳斯达克 100 指数收盘下降-1.22%。周五上午,由于美国4月薪资报告的支持,股指短暂抹去了跌幅,并跳入正值。4月非农就业人数增长超过预期,工资压力放缓。看了一下SPY的K线,我可以很容易地看到我们的下一个目标价应该在400附近,那是填补缺口的地方,而我们已经非常接近这个水平了,所以我认为小幅反弹后应该还会继续回调,目前整体市场还没有反转的迹象,我认为还是有更多的下行的空间。明天日内早盘我建议可以买一些spy或者科技股超跌的call,赌一下反弹,下周三CPI指数数据出来的时候,我认为还是会有抛售暴跌的风险。上周VIP期权收益表现如下:【腾讯文档】期权Performance Charthttps://docs.qq.com/sheet/DSmx2WUpSVm1ZZUd5上为完整的交易记录。个股点位关注(解锁完整Option/Stock Alert服务请咨询公众号:从九千到九千万)AAPL<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 收于157.68,自去年12月以来,AAPL一直在150-182的同一区间内交易,如果AAPL本月不能守住153,下一步就可能跌至150-145。本周看跌期权可以在153之下发挥作用。150是AAPL的一个重要支撑位,如果跌破,可能会引发今年向138-141的下跌。AMD<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 收盘价为95.34,AMD未能守住财报后的跳空缺口,进入本周末后开始破位下跌。","text":"Hello大家好,这里是九千君,希望大家周末过得愉快,母亲节快乐今天是周日,标准普尔 500 指数周五收盘下跌 -0.57%,道琼斯工业指数收盘下跌 -0.30%,纳斯达克 100 指数收盘下降-1.22%。周五上午,由于美国4月薪资报告的支持,股指短暂抹去了跌幅,并跳入正值。4月非农就业人数增长超过预期,工资压力放缓。看了一下SPY的K线,我可以很容易地看到我们的下一个目标价应该在400附近,那是填补缺口的地方,而我们已经非常接近这个水平了,所以我认为小幅反弹后应该还会继续回调,目前整体市场还没有反转的迹象,我认为还是有更多的下行的空间。明天日内早盘我建议可以买一些spy或者科技股超跌的call,赌一下反弹,下周三CPI指数数据出来的时候,我认为还是会有抛售暴跌的风险。上周VIP期权收益表现如下:【腾讯文档】期权Performance Charthttps://docs.qq.com/sheet/DSmx2WUpSVm1ZZUd5上为完整的交易记录。个股点位关注(解锁完整Option/Stock Alert服务请咨询公众号:从九千到九千万)AAPL$苹果(AAPL)$ 收于157.68,自去年12月以来,AAPL一直在150-182的同一区间内交易,如果AAPL本月不能守住153,下一步就可能跌至150-145。本周看跌期权可以在153之下发挥作用。150是AAPL的一个重要支撑位,如果跌破,可能会引发今年向138-141的下跌。AMD$AMD(AMD)$ 收盘价为95.34,AMD未能守住财报后的跳空缺口,进入本周末后开始破位下跌。","images":[{"img":"https://static.tigerbbs.com/6f8390ec987707d3b1bec45fe34959cd","width":"926","height":"533"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616776649","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615889306,"gmtCreate":1652880500905,"gmtModify":1652880502100,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Summary","listText":"Summary","text":"Summary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615889306","repostId":"612487914","repostType":1,"repost":{"id":612487914,"gmtCreate":1652451454982,"gmtModify":1652491208897,"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":"一周总结:流动性危机初现端倪,连马斯克都坐不住了","htmlText":"非常魔幻的一周,账户被财报季的彩票策略拯救了。 盘前我对着推特行情目瞪口呆。马斯克说垃圾账号用户数据真实存疑,暂停收购,隐含意思就是你这公司用户数据缺斤短两,推特大跌。随后马斯克表示仍然会收购。 但他没说是否按原价收购。当然,对于马斯克最终是否会收购推特,我认为他肯定会收购,嫌货才是买货人。推特对于马斯克有非常重要的战略意义,而目前这种类似砍价的行为也是不得已而为之。 毕竟,<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的股价不能再继续下跌了。 之前我看有人分析过马斯克收购推特的融资难处,虽然他是世界首富,但400亿现金,注意是现金,凑出来也是很艰难的,由此推断收购失败概率很大。而特斯拉更是在马斯克回收现金当天砸盘12%,可以说在决定收购当天特斯拉股价便被一起绑上了这辆战车。 虽然特斯拉未雨绸缪开了好几家工厂,希望用产能大饼来掩盖供应链短缺。但市场行情摆在这里,越来越差,昨天特斯拉在今年第一次跌破700,可以说让马斯克终于坐不住了。 早在他宣布收购推特的时候我就在想为什么是这个时间买,难道现在最便宜?大盘见底了吗?时间给出了答案,市场越不好,推特价格虽然会更便宜,但同时马斯克融资也会更困难。 经济危机时现金是最贵的。 其实在周初做推特sell put的时候看了一眼大单,发现很多sell 的行权价选在了40左右,当时还很纳闷为什么大资金对市场如此悲观,现在看来人家是早知道会有问题了。 昨晚还做了特斯拉sell put,和推特sell put放在一起看,感觉就很魔幻。 继续持有推特sell put,不再加仓,马斯克大概率会完成收购,但我不会再增加配置仓位。因为相比推特,目前很多股票价格都更有吸引力。 本周陷入流动性危机的不止是马斯克,还有科","listText":"非常魔幻的一周,账户被财报季的彩票策略拯救了。 盘前我对着推特行情目瞪口呆。马斯克说垃圾账号用户数据真实存疑,暂停收购,隐含意思就是你这公司用户数据缺斤短两,推特大跌。随后马斯克表示仍然会收购。 但他没说是否按原价收购。当然,对于马斯克最终是否会收购推特,我认为他肯定会收购,嫌货才是买货人。推特对于马斯克有非常重要的战略意义,而目前这种类似砍价的行为也是不得已而为之。 毕竟,<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的股价不能再继续下跌了。 之前我看有人分析过马斯克收购推特的融资难处,虽然他是世界首富,但400亿现金,注意是现金,凑出来也是很艰难的,由此推断收购失败概率很大。而特斯拉更是在马斯克回收现金当天砸盘12%,可以说在决定收购当天特斯拉股价便被一起绑上了这辆战车。 虽然特斯拉未雨绸缪开了好几家工厂,希望用产能大饼来掩盖供应链短缺。但市场行情摆在这里,越来越差,昨天特斯拉在今年第一次跌破700,可以说让马斯克终于坐不住了。 早在他宣布收购推特的时候我就在想为什么是这个时间买,难道现在最便宜?大盘见底了吗?时间给出了答案,市场越不好,推特价格虽然会更便宜,但同时马斯克融资也会更困难。 经济危机时现金是最贵的。 其实在周初做推特sell put的时候看了一眼大单,发现很多sell 的行权价选在了40左右,当时还很纳闷为什么大资金对市场如此悲观,现在看来人家是早知道会有问题了。 昨晚还做了特斯拉sell put,和推特sell put放在一起看,感觉就很魔幻。 继续持有推特sell put,不再加仓,马斯克大概率会完成收购,但我不会再增加配置仓位。因为相比推特,目前很多股票价格都更有吸引力。 本周陷入流动性危机的不止是马斯克,还有科","text":"非常魔幻的一周,账户被财报季的彩票策略拯救了。 盘前我对着推特行情目瞪口呆。马斯克说垃圾账号用户数据真实存疑,暂停收购,隐含意思就是你这公司用户数据缺斤短两,推特大跌。随后马斯克表示仍然会收购。 但他没说是否按原价收购。当然,对于马斯克最终是否会收购推特,我认为他肯定会收购,嫌货才是买货人。推特对于马斯克有非常重要的战略意义,而目前这种类似砍价的行为也是不得已而为之。 毕竟,$特斯拉(TSLA)$ 的股价不能再继续下跌了。 之前我看有人分析过马斯克收购推特的融资难处,虽然他是世界首富,但400亿现金,注意是现金,凑出来也是很艰难的,由此推断收购失败概率很大。而特斯拉更是在马斯克回收现金当天砸盘12%,可以说在决定收购当天特斯拉股价便被一起绑上了这辆战车。 虽然特斯拉未雨绸缪开了好几家工厂,希望用产能大饼来掩盖供应链短缺。但市场行情摆在这里,越来越差,昨天特斯拉在今年第一次跌破700,可以说让马斯克终于坐不住了。 早在他宣布收购推特的时候我就在想为什么是这个时间买,难道现在最便宜?大盘见底了吗?时间给出了答案,市场越不好,推特价格虽然会更便宜,但同时马斯克融资也会更困难。 经济危机时现金是最贵的。 其实在周初做推特sell put的时候看了一眼大单,发现很多sell 的行权价选在了40左右,当时还很纳闷为什么大资金对市场如此悲观,现在看来人家是早知道会有问题了。 昨晚还做了特斯拉sell put,和推特sell put放在一起看,感觉就很魔幻。 继续持有推特sell put,不再加仓,马斯克大概率会完成收购,但我不会再增加配置仓位。因为相比推特,目前很多股票价格都更有吸引力。 本周陷入流动性危机的不止是马斯克,还有科","images":[{"img":"https://static.tigerbbs.com/2373a49a7def9eb7139c76c76a950c17","width":"1035","height":"2070"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612487914","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615889978,"gmtCreate":1652880482994,"gmtModify":1652880484246,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Monday","listText":"Monday","text":"Monday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615889978","repostId":"612006949","repostType":1,"repost":{"id":612006949,"gmtCreate":1652063764496,"gmtModify":1652069635020,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312224764596","authorIdStr":"3534312224764596"},"themes":[],"title":"周一是俄罗斯的重磅日子,市场可能出现新一轮波动","htmlText":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","listText":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","text":"周一是俄罗斯的重磅日子,5月9日是俄罗斯卫国战争胜利日,且当日俄罗斯将会在首都莫斯科红场举行阅兵(该日子的重要性可类似于咱们中国国庆阅兵)。在常态年份咱们一般不过多关注,但目前俄乌冲突正处于胶着状态,且并无谈妥的迹象,因此该重要日子一般都会是秀肌肉甚至是重要表态的时候,因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言,其一是俄罗斯打算在5月9日谈判结束,宣布乌克兰特别军事行动取得大捷,鸣金收兵。目前来看该传言显然无法达到;其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击,若此传言属实,则再一次调动市场的战争情绪,那么油价涨、黄金涨、股市崩将再一次重演;其三是俄方在当日宣布特别军事行动所取得的“重大战果”,提振国内士气,向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限,但长期影响实为利多效应,毕竟欧美也不会示弱,造成战争持续且加剧。 一、对美股指的影响 上周说过,若美国“软着陆”则“保股市,商品崩”;若“硬着陆”则“商品续涨,股市崩”。无论哪种路径,总有一类资产价格受到牵连。而从上周的走势看,美股指又到了下跌的边缘。 回看我前两周的帖子,标普颈线位置在4200附近,道指则在33000附近。现在两个指数均跌穿该颈线位置,如果没有暴力反弹远离该处,那么美股指就很难有好表现了。在大变局的时代下,避险是首位,有时候市场波动在某些消息的助推下,会远超预期的。 策略上,以标普为例,以20日均线作为跟踪止盈止损路线,在此线之下做空或对冲。此线之上则空头止盈,但也不着急做多,多看少动为佳。 二、对能源的影响 毫无疑问,战事升级提振战争情绪,能源价格看空就变得困难。由于各大投行均极力唱多油价,或许再一次发生逼仓行情也是可能,只不过波动会很大,大家要小心处理。跟踪策略上,10周均线仍是很好的跟踪均线,油价此轮上涨均未跌穿该线,因此(周五","images":[{"img":"https://static.tigerbbs.com/052c14cf947f577dc4373de6fbe14b24","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3e7669d96dec5244dbe9366b57f3a9f8","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/880b0bb388505f086a7501010a1275e5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612006949","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615889045,"gmtCreate":1652880462887,"gmtModify":1652880465072,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>waiting","listText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>waiting","text":"$LION-PHILLIP S-REIT(CLR.SI)$waiting","images":[{"img":"https://static.tigerbbs.com/0d91bdedc95000e7bdeca9cc6a0c0f51","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615889045","isVote":1,"tweetType":1,"viewCount":2047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":615880732,"gmtCreate":1652880448126,"gmtModify":1652880450850,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>can they go up?","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>can they go up?","text":"$Palantir Technologies Inc.(PLTR)$can they go up?","images":[{"img":"https://static.tigerbbs.com/c1e7737094415fb6b334400c65611c7d","width":"1080","height":"3215"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615880732","isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":615327107,"gmtCreate":1652791780009,"gmtModify":1652791782418,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>move after log weekend","listText":"<a href=\"https://laohu8.com/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$</a>move after log weekend","text":"$LION-PHILLIP S-REIT(CLR.SI)$move after log weekend","images":[{"img":"https://static.tigerbbs.com/24ec56d8e3359aee6f9191de20e9a007","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615327107","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":615327350,"gmtCreate":1652791760170,"gmtModify":1652791761403,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Rebound","listText":"Rebound","text":"Rebound","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615327350","repostId":"612911091","repostType":1,"repost":{"id":612911091,"gmtCreate":1652118424672,"gmtModify":1652132156965,"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":"美股能在周三反弹吗?","htmlText":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","listText":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","text":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是$Rivian Automotive, Inc.(RIVN)$ 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","images":[{"img":"https://static.tigerbbs.com/98f69ec0dc0fa946a80fbd52af4a6376","width":"1170","height":"2364"},{"img":"https://static.tigerbbs.com/74ce4b921bce62bcd0f284adf4c95656","width":"1170","height":"1348"},{"img":"https://static.tigerbbs.com/5dd8e35efe00814d900c567cbd292556","width":"1170","height":"2409"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612911091","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615327977,"gmtCreate":1652791745899,"gmtModify":1652791747123,"author":{"id":"3586774647670676","authorId":"3586774647670676","name":"Stikman","avatar":"https://static.tigerbbs.com/ab543ea08c32cd7c7413ecd6c88c199b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586774647670676","authorIdStr":"3586774647670676"},"themes":[],"htmlText":"Bear ","listText":"Bear ","text":"Bear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615327977","repostId":"612819352","repostType":1,"repost":{"id":612819352,"gmtCreate":1652261520204,"gmtModify":1652264385504,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491416357875149","authorIdStr":"3491416357875149"},"themes":[],"title":"美股的熊市开始了吗?什么位置是底,何时会结束?","htmlText":"本文只分享一些数据和我对数据的看法,我的结论并非就准确,大家见仁见智做个参考。 首先我觉得,我们现在正处在美股罕见的熊市之中,这点毫无疑问。 市场的走势其实很有规律,当大多数人觉得这次美股暴跌来的猝不及防的时候,我们放眼到价格运行的大周期环境下就会发现,这只是美股例行调整中必不可少的一次,用我们中国话说就是:天行有常。 你可以把暴跌归因到通胀的飞涨失控,也可以归因为美联储的加息缩表,也可以归因到乌俄战争,但归根结底是,美股的调整时间到了: 从标普月线的买卖强弱指标RSI和STO来看,每7年就会出现一次调整周期,而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲,这次周期性的调整要远远小于2020年的那次股灾,看看纳指的调整,从顶部已经回落了20%,相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点,RIS指数来到了超跌区间里。但相比2020年RIS的跌幅,这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘,而是说在RSI和STO两个指标的调整空间和时间上,应该会不亚于2年前的那次崩盘,但即便如此,RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲,应该就是黎明前最黑暗的时间,我们相信,美股很可能会在短期出现一次反弹出逃的机会,但长期而言,熊市可能才刚刚开始,按照美股的运行规律,牛市的持续时间通常是熊市的五倍,按照这个规律来算,美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道,乌俄战争导致的通胀爆发,逼迫美联储大幅加息,利率的抬升对美股高估值形成压力,同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整,并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","listText":"本文只分享一些数据和我对数据的看法,我的结论并非就准确,大家见仁见智做个参考。 首先我觉得,我们现在正处在美股罕见的熊市之中,这点毫无疑问。 市场的走势其实很有规律,当大多数人觉得这次美股暴跌来的猝不及防的时候,我们放眼到价格运行的大周期环境下就会发现,这只是美股例行调整中必不可少的一次,用我们中国话说就是:天行有常。 你可以把暴跌归因到通胀的飞涨失控,也可以归因为美联储的加息缩表,也可以归因到乌俄战争,但归根结底是,美股的调整时间到了: 从标普月线的买卖强弱指标RSI和STO来看,每7年就会出现一次调整周期,而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲,这次周期性的调整要远远小于2020年的那次股灾,看看纳指的调整,从顶部已经回落了20%,相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点,RIS指数来到了超跌区间里。但相比2020年RIS的跌幅,这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘,而是说在RSI和STO两个指标的调整空间和时间上,应该会不亚于2年前的那次崩盘,但即便如此,RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲,应该就是黎明前最黑暗的时间,我们相信,美股很可能会在短期出现一次反弹出逃的机会,但长期而言,熊市可能才刚刚开始,按照美股的运行规律,牛市的持续时间通常是熊市的五倍,按照这个规律来算,美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道,乌俄战争导致的通胀爆发,逼迫美联储大幅加息,利率的抬升对美股高估值形成压力,同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整,并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","text":"本文只分享一些数据和我对数据的看法,我的结论并非就准确,大家见仁见智做个参考。 首先我觉得,我们现在正处在美股罕见的熊市之中,这点毫无疑问。 市场的走势其实很有规律,当大多数人觉得这次美股暴跌来的猝不及防的时候,我们放眼到价格运行的大周期环境下就会发现,这只是美股例行调整中必不可少的一次,用我们中国话说就是:天行有常。 你可以把暴跌归因到通胀的飞涨失控,也可以归因为美联储的加息缩表,也可以归因到乌俄战争,但归根结底是,美股的调整时间到了: 从标普月线的买卖强弱指标RSI和STO来看,每7年就会出现一次调整周期,而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲,这次周期性的调整要远远小于2020年的那次股灾,看看纳指的调整,从顶部已经回落了20%,相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点,RIS指数来到了超跌区间里。但相比2020年RIS的跌幅,这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘,而是说在RSI和STO两个指标的调整空间和时间上,应该会不亚于2年前的那次崩盘,但即便如此,RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲,应该就是黎明前最黑暗的时间,我们相信,美股很可能会在短期出现一次反弹出逃的机会,但长期而言,熊市可能才刚刚开始,按照美股的运行规律,牛市的持续时间通常是熊市的五倍,按照这个规律来算,美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道,乌俄战争导致的通胀爆发,逼迫美联储大幅加息,利率的抬升对美股高估值形成压力,同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整,并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","images":[{"img":"https://static.tigerbbs.com/95f4975ffe3ae669f5b13193b12aba24","width":"847","height":"698"},{"img":"https://static.tigerbbs.com/f64e4706ccc11bde0ebb635b6417f888","width":"663","height":"637"},{"img":"https://static.tigerbbs.com/db29db20e00f2d6a7e3e1e6f80a1191e","width":"1080","height":"432"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612819352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}