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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>Zoom涨超6%，此前获克班资本上调评级</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{ 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-29 21:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>涨超6%，此前获克班资本上调评级，目标价428美元。</p>\n<p><img src=\"https://static.tigerbbs.com/a24c4da4dfac9844612ebc9029260679\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>克班资本预计，Zoom将从当前和未来线上和线下混合工作模式中受益，因此上调其评级至“增持”，目标价428美元。</p>\n<p>该行分析师Steve Enders表示，视频和云通信将是企业IT部门为实现混合工作模式所长期优先考虑的。此外，通过对该公司首席信息官和增值经销商的调查、以及对该公司收购Five9的乐观预期，都支持了此次评级上调。资料显示，Zoom此前斥资147亿美元收购基于云计算的软件公司Five9，以提高其对商业客户的吸引力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"ZM":"Zoom"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125795700","content_text":"7月29日，Zoom涨超6%，此前获克班资本上调评级，目标价428美元。\n\n克班资本预计，Zoom将从当前和未来线上和线下混合工作模式中受益，因此上调其评级至“增持”，目标价428美元。\n该行分析师Steve Enders表示，视频和云通信将是企业IT部门为实现混合工作模式所长期优先考虑的。此外，通过对该公司首席信息官和增值经销商的调查、以及对该公司收购Five9的乐观预期，都支持了此次评级上调。资料显示，Zoom此前斥资147亿美元收购基于云计算的软件公司Five9，以提高其对商业客户的吸引力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173316954,"gmtCreate":1626615932478,"gmtModify":1633925481936,"author":{"id":"4087216247407100","authorId":"4087216247407100","name":"虎变龙蒸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"可以多多持股","listText":"可以多多持股","text":"可以多多持股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173316954","repostId":"1129855040","repostType":4,"repost":{"id":"1129855040","weMediaInfo":{"introduction":"经济观察报官方账号","home_visible":1,"media_name":"经济观察报","id":"1014835943","head_image":"https://static.tigerbbs.com/53947f6c3e232c366cc0bd0fd311397d"},"pubTimestamp":1626603206,"share":"https://www.laohu8.com/m/news/1129855040?lang=&edition=full","pubTime":"2021-07-18 18:13","market":"us","language":"zh","title":"造车新势力三强座次生变，理想汽车首次登顶拿下第一","url":"https://stock-news.laohu8.com/highlight/detail?id=1129855040","media":"经济观察报","summary":"造车新势力依旧延续着厮杀态势。根据中汽数据终端零售数据披露的最新上险数据，理想ONE 2021年6月上险量为7827辆。在中国新势力品牌销量排名中，理想汽车首次拿下新势力品牌第一名。\n\n销量一挑三 理","content":"<div>\n<p>造车新势力依旧延续着厮杀态势。根据中汽数据终端零售数据披露的最新上险数据，理想ONE 2021年6月上险量为7827辆。在中国新势力品牌销量排名中，理想汽车首次拿下新势力品牌第一名。\n\n销量一挑三 理想汽车排名逆袭之路\n仅仅一个月前，理想汽车还受到一些同行质疑。5月，理想汽车销量排名从第三下滑到第四名，这一变化被很多媒体解释为“掉队”和“跌出第一梯队”。6月，理想汽车的销量环比增长61.6%，同时...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>造车新势力三强座次生变，理想汽车首次登顶拿下第一</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b5e8afcd95e117ce00d8b86abe5bdbc","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129855040","content_text":"造车新势力依旧延续着厮杀态势。根据中汽数据终端零售数据披露的最新上险数据，理想ONE 2021年6月上险量为7827辆。在中国新势力品牌销量排名中，理想汽车首次拿下新势力品牌第一名。\n\n销量一挑三 理想汽车排名逆袭之路\n仅仅一个月前，理想汽车还受到一些同行质疑。5月，理想汽车销量排名从第三下滑到第四名，这一变化被很多媒体解释为“掉队”和“跌出第一梯队”。6月，理想汽车的销量环比增长61.6%，同时行业排名逆袭，成为新势力第一。\n同时，6月理想汽车新增订单量也创下历史记录，突破一万张。\n理想汽车在售仅有2021款理想ONE 1款车型，而蔚来目前在售车型3款，小鹏目前在售车型2款。仅凭借单一车型，理想汽车销量超过其它头部新势力的多款车型，证明了2021款理想ONE的出色产品力受到市场和用户认可。\n6月，理想ONE还力压合资与进口豪华SUV，登顶2021年6月中大型SUV销量榜单，并位居同期新能源SUV销量第二。\n\n在跨越所有级别和价位的新能源车型排名中，理想ONE已经冲到已经冲到了宏光MINI EV、特斯拉Model 3、特斯拉Model Y之后的第四位，销量超过其他所有纯电动和插混车型，势头凶猛。\n2021款理想ONE：市场搅局者\n销量快速逆袭背后，最大的变量来自产品。\n2021年5月25日，理想汽车发布2021款理想ONE。2021款理想ONE把增程电动技术拉升到了新的高度，NEDC综合续航里程达到1080公里，WLTC综合续航里程达到了890公里。在增程发电模式下，NEDC工况的热机油耗下降到了6.05L/100公里，这样低的能耗表现在四驱中大型SUV中找不到第二款。\n同时，2021款理想ONE是全球率先标配NOA导航辅助驾驶的车型，自研的高级辅助驾驶系统，配合地平线双J3（征程3）专用芯片、800万像素高清摄像头、5颗全新的毫米波雷达以及高精地图。\n与特斯拉、蔚来、小鹏等企业收取自动驾驶软件订阅费的做法不同，理想汽车坚持所有⻋型的辅助驾驶和⾃动驾驶都将完全标配，包含软件、数据服务、地图服务、算⼒硬件、传感器等，既不收软件激活的费⽤，也不收订阅的费⽤，⽆论什么价位的⻋都⼀样标配。这可能会在短期内损失一定的软件收入费用，但长期来看不失为一种明智的选择。因为它将大幅提升理想汽车的产品价值和产品竞争力，一旦产品力得到用户认可，这种策略将能够为企业创造合理的收益回报。\n订单量和销量的迅猛增长无疑令理想汽车气势大涨。6月是2021款理想ONE交付的第一个月份，6月的市场成功为理想汽车实现更大的销量目标打下了一个良好基础。此前，理想汽车联合创始人兼总裁沈亚楠表示，“我们对2021款的理想ONE信心非常强，目前的订单也有这样的趋势。”他还表示，理想汽车的目标是到今年9月份销量突破万台。\n凭借单一车型实现销量破万，这是造车新车势力从未实现过的挑战性目标。\n理想汽车希望9月销量破万，背后的支撑在于两个方面，首先是2021款理想ONE的产品力进一步提升。另外一个支撑点则是零售点的渠道覆盖加速，正支撑销量的进一步提升。\n据了解，到2020年底，理想汽车直营零售中心共计52家；到2021年7月10日，这个数字已经增加到100家。而到今年年底，理想汽车的目标是建成200家直营零售中心。\n按照理想ONE 6月的销售成绩看，如果产能允许，销量破万的目标并非遥不可及。\n品牌向上 首次进入豪华品牌前十名\n在销量快速增长的同时，理想汽车在品牌高端化方面也正在开创新的局面。\n资料显示，新款理想ONE的成交价格为33.8万，超过一众知名豪华品牌的平均售价。市场的追捧，也让理想汽车在国内豪华品牌销量榜中首次进入前十名，为中国新势力品牌最高排名。\n\n这也意味着一些像理想汽车这样的国内部分自主品牌已经在高端化的道路上迈出了坚实的一步。\n\n在“理蔚鹏”高端汽车产品初步赢得市场信赖的带动下，国内传统自主品牌纷纷效仿，先后成立了多家高端新能源品牌，如东风汽车在2018年成立的高端智能电动品牌岚图、2020年上汽推出的乘用车高端智能纯电汽车品牌R、2021年吉利推出的极氪等等。这些新品牌也将助力国内传统自主品牌走上高端化道路。\n随着越来越多自主品牌涌入高端市场，其产品若能持续获得市场认可，将逐步改变传统自主品牌给消费者留下的低端印象。\n今年5月，中汽协领导的中国汽车企业首席品牌官联席会（以下简称CB20）成立。中国汽车工业协会常务副会长兼秘书长付炳锋在接受经济观察报采访时称，国内大循环，国内国际双循环的新格局，给中国品牌创造了新的机会。\n显然，品牌向上是目前所有中国自主汽车品牌都必须经历的一个阶段。从目前的情况来看，以理想汽车为代表的一些车企已经走在了行业前列。","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170714719,"gmtCreate":1626450999831,"gmtModify":1633926595810,"author":{"id":"4087216247407100","authorId":"4087216247407100","name":"虎变龙蒸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"可以入手了","listText":"可以入手了","text":"可以入手了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170714719","repostId":"2151650115","repostType":4,"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822117515,"gmtCreate":1634101072023,"gmtModify":1634101072160,"author":{"id":"4087216247407100","authorId":"4087216247407100","name":"虎变龙蒸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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[微笑]","images":[{"img":"https://static.tigerbbs.com/9480b0875f17d9f127ce6e7d84bd0fe5","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822117515","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":881489991,"gmtCreate":1631375859113,"gmtModify":1632882879535,"author":{"id":"4087216247407100","authorId":"4087216247407100","name":"虎变龙蒸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"支持","listText":"支持","text":"支持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881489991","repostId":"1199641240","repostType":4,"repost":{"id":"1199641240","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1631355421,"share":"https://www.laohu8.com/m/news/1199641240?lang=&edition=full","pubTime":"2021-09-11 18:17","market":"sh","language":"zh","title":"顶流基金经理出手！芯片股大反弹，外资也在大举买入","url":"https://stock-news.laohu8.com/highlight/detail?id=1199641240","media":"中国基金报","summary":"9月10日，已持续回调近一个月的芯片板块再度强势崛起，带领A股反攻站上3700点。\n明星基金经理近期也加大了对芯片板块的关注，最近半个月之内谢治宇、范妍、章晖等知名基金经理纷纷调研芯片产业相关个股。\n","content":"<div>\n<p>9月10日，已持续回调近一个月的芯片板块再度强势崛起，带领A股反攻站上3700点。\n明星基金经理近期也加大了对芯片板块的关注，最近半个月之内谢治宇、范妍、章晖等知名基金经理纷纷调研芯片产业相关个股。\n投资人士认为，全球半导体供不应求的格局有望延续，高景气度的持续性提供了板块持续超预期的动力。同时，国产半导体板块已经进入战略扩张期，再一次的量价齐升或已到来。\n强势爆发带领A股重返3700点\n...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>顶流基金经理出手！芯片股大反弹，外资也在大举买入</title>\n<style 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}\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\">\n顶流基金经理出手！芯片股大反弹，外资也在大举买入\n</h2>\n\n<h4 class=\"meta\">\n\n2021-09-11 18:17 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月10日，已持续回调近一个月的芯片板块再度强势崛起，带领A股反攻站上3700点。\n明星基金经理近期也加大了对芯片板块的关注，最近半个月之内谢治宇、范妍、章晖等知名基金经理纷纷调研芯片产业相关个股。\n投资人士认为，全球半导体供不应求的格局有望延续，高景气度的持续性提供了板块持续超预期的动力。同时，国产半导体板块已经进入战略扩张期，再一次的量价齐升或已到来。\n强势爆发带领A股重返3700点\n...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"159813":"芯片"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199641240","content_text":"9月10日，已持续回调近一个月的芯片板块再度强势崛起，带领A股反攻站上3700点。\n明星基金经理近期也加大了对芯片板块的关注，最近半个月之内谢治宇、范妍、章晖等知名基金经理纷纷调研芯片产业相关个股。\n投资人士认为，全球半导体供不应求的格局有望延续，高景气度的持续性提供了板块持续超预期的动力。同时，国产半导体板块已经进入战略扩张期，再一次的量价齐升或已到来。\n强势爆发带领A股重返3700点\n芯片ETF盘中涨逾5%\n自8月份以来，芯片半导体赛道熄火。截至9月9 日，芯片ETF一个月时间内回调幅度高达16.5%。\n与此同时，不少优质个股也经历较大回调。例如，千亿芯片股兆易创新跌超20%；立昂微跌幅近27%；韦尔股份、中芯国际两只市值超两千亿的芯片牛股跌幅均在15%以上。\n\n9月10日，半导体相关概念强势崛起，带领A股反攻站上3700点。中芯国际、国家大基金等概念板块涨幅超过3%，个股方面，中颖电子20CM涨停，思瑞浦、涨逾10%，圣邦股份等涨幅居前。\n\n相关行业ETF——芯片ETF盘中大涨逾5%，领涨两市。芯片ETF前十大个股中，北方华创一度触及涨停，士兰微、三安光电、中微公司、紫光国微等涨幅均较大。\n\n消息面上，作为全球最大的芯片代工企业，台积电于近日决定对明年晶圆代工的价格进行调整，最高涨幅20%，并于明年的一季度开始正式生效。\n另一半导体巨头三星也在表示，将调整其半导体晶圆的定价，以资助其在韩国平泽附近的S5晶圆厂的扩张。三星方面认为，为S5工厂融资的努力将在短期内提高包括GPU和SoC在内的消费技术的价格。\n中国银河表示，台积电全面的涨价一方面反映了当前半导体景气度持续向好，主要晶圆厂订单能见度已经看到2022年底；另一方面将利好国内晶圆厂，为行业进一步涨价打开空间。半导体板块维持高景气。\n谢治宇首次调研国民技术\n机构的调研动向通常被看作机构布局的风向标，明星基金经理的调研轨迹更是备受关注。\n明星基金经理参与公司的调研，往往意味着他对于标的的关注甚至看好。\n而近期有多位知名基金经理开始关注芯片半导体板块，前往相关上市公司调研。\n上市公司披露的投资者关系活动记录表显示，8月29日，谢治宇现身信息安全龙头国民技术调研活动，以电话会议的方式参与。\n值得注意的是，这是谢治宇首次调研该股，并且该股尚未出现在他过往持仓名单上。\n\n从调研内容看，公司明年产能、MUC产品前景、生产周期等是机构关注重点。被问及公司MCU产品相较于竞争对手的优势和特点时，国民技术表示，在MCU产品市场，国际芯片厂商产品占绝大多数，国内也有一批芯片企业销售MCU芯片。国民技术选择这一赛道主要是综合考虑了自身产品和技术基础以及研发能力。\n国民技术称，与竞品相比，公司产品应该可说是各有特点。公司MCU产品的特点可以归结为几点，其一。宽产品线、高覆盖面；其二，具有低功耗的特点；其三，公司部分产品采用了40nm先进工艺制程；其四，带有安全的功能属性。\n在公司未来产品战略规划方面，国民技术表示，公司将持续聚焦“通用+安全”产品及市场战略，围绕安全技术、射频技术以及SoC技术三大核心技术，针对形成的三大安全芯片产品、无线连接产品以及通用MCU产品持续做深、做精、做透。\n今年上半年，国民技术业绩实现快速增长，净利润增幅达到207.4%。值得关注的是，谢治宇亲自现身调研的公司，被其隐形重仓的可能性很大。谢治宇的投资体系最核心的部分是，注重性价比，从增长和估值匹配角度去挖掘投资标的，而不拘泥于标的的具体属性、行业。\n例如，今年3月谢治宇亲自调研普洛药业，而他最为明显的隐形重仓股就是普洛药业，早在2019年上半年就已经被他持有。有市场人士分析，国民技术或将成为其潜在建仓标的。\n当天，与谢治宇同日参加国民技术调研活动的还有数十位位公募基金经理。包括万家李文宾、光大保德信魏晓雪等知名基金经理，均现身其中。\n范妍、沈雪峰等纷纷出动\n调研晶振龙头\n除谢治宇调研国民技术外，还有多位明星舵手近期对其它芯片产业链相关个股进行了调研。\n9月5日，圆信永丰旗下基金经理范妍参与了国内晶振龙头泰晶科技的调研，与她一起现身的还有华泰柏瑞沈雪峰、银河基金郑巍山、长城基金尤国梁等。\n\n在问答环节，被问及公司二季度毛利率有较大提升，能否从产品涨价和结构调整升级进行比重拆分，泰晶科技回答称，产品结构上，公司完成二期建设后，SMD K系列产品产能相对去年上半年有较大幅度提升，TF系列产品去年因疫情影响，受到较大冲击，今年有恢复性增长，整体上kHz产品结构发生较大变化。\n同时MHz产品结构变化也比较明显，公司今年上半年逐步实现了MHz 2520以下小尺寸产品结构调优，同时产品条线进行了产能扩充，小型号比重有一定幅度的增长。此外热敏产品产量比重增长明显。价格方面，公司通过产品结构调整与升级带来综合价格的增长，部分产品回归市场价值也带来自身价格的增长。\n泰晶科技主导产品石英晶振为通讯系统的核心器件，此前产品毛利率大幅下滑处在低位，拖累公司业绩。\n今年上半年，市场需求持续旺盛，公司占比八成的SMD全线产品处于满产状态，并且，由于产品持续涨价，泰晶科技实现净利润0.96亿元，同比增超17倍，较2020年全年也增长1.46倍。\n泰晶科技持续推进新产品研发并产业化，在业界是少数将半导体光刻工艺（MEMS）应用到石英晶体制造的企业。目前，公司超40款片式产品通过了高通、联发科、华为海思等方案商的产品平台认证。\n南方章晖半个月内调研3家芯片公司\n南方基金的当家明星基金经理章晖近期同样对半导体个股兴趣浓厚，参加了多家半导体上市公司的调研。\n8月27日，章晖现身国内安防芯片龙头富瀚微的调研参与名单上。同一天，他还参与了单晶炉龙头晶盛机电的调研活动。\n而在前一日，中晶科技的调研活动参与者名单中，同样有他的名字。章晖调研的这三家公司，同样也是机构近期调研的热门标的。\n\n章晖曾于近期表示，更喜欢用长远的角度来看待市场，更倾向于选择持续创造价值的公司，包括医疗服务、新能源、半导体等。“我们非常认可这种拥抱时代的投资方式，投资一定要顺势而为，不能逆历史潮流。”他说道。\n历史业绩显示，章晖是一名连续6年跑赢沪深300的基金经理，而其战胜市场的秘笈在于几乎每年都能买到市场中的冠军赛道。\n今年二季度，章晖进行了比较大幅度的调仓。其管理时间最长的南方新优享A前十大重仓股中，卖出了贵州茅台、中国中免、沪州老窖和健帆生物，新进了迈瑞医疗、天赐材料、宁波银行和恩捷股份。\n北向资金已率先入场抄底\n整体来看，近期机构调研方向略有变化，从工业机械转向了半导体元件。近一个月千亿芯片股兆易创新获机构调研家数最多，三次总计达到550家以上，其中公募基金调研次数居多。\n另据Wind统计，截至9月10日，近一个月北向资金大举抄底半导体板块。\n数据显示，沪股通资金近一个月已大举买入卓胜微、兆易创新各超11亿，另外大比例增持了全志科技、净买入北方华创、紫光国微、圣邦股份、韦尔股份超5亿元。\n缺货和国产化是投资主线\n对于半导体芯片行业，诺安成长混合基金经理蔡嵩松表示，半导体供给侧和需求侧的矛盾在疫情等因素影响下，短期之内无法缓解。\n因此，本轮半导体芯片景气度在时间维度上很可能超预期。随着国产相关技术产品陆续攻克，行业即将步入市场总量和国产市占率双升红利期。\n中信证券认为，缺货和国产化是2021 年半导体投资重要主线，有产能释放的晶圆厂将受益于产能和ASP 的双重增长，供应链本土化趋势下，国内芯片设计客户快速成长，国内晶圆厂相应受益并快速推进工艺合作。半导体制造头部企业在国内半导体产业链具有核心地位，也是未来战略发展重点。\n天风证券指出，近一段强势板块在经历回调，建议关注好赛道的成长股，芯片半导体，医药CXO等。\n芯片ETF基金经理艾小军认为，从基本面看，芯片行业景气度持续，板块分子驱动效应明显。从需求角度，美方对中国芯片、半导体产业的打压催生芯片备库需求；5G扬帆计划出台，解决方案、硬件等增加对芯片需求。从供给角度，国产替代不断进行，国家安全需要推动全国产芯片产业链，成熟制程预期逐步实现量产。\n从政策面角度看，下半年货币政策总体较为宽松，对于科技成长股，分母驱动效应更加明显，芯片板块有望从中优先受益。\n从财务指标看，目前中报已经披露，芯片行业ROE、营业收入增速、利润增速可观，行业景气度兑现，目前股价存在强支撑。\n从估值角度，首先估值高低不是买卖资产的根本依据。目前芯片板块估值水平从绝对角度看比较高，但从历史分位数看，还是一个中间位置。\n另外，由于芯片行业盈利增速较高，采用一致预期计算预期市盈率，估值仍是一个适中的状态。所以每一次的回调过程中，针对我们看好的芯片这样的高景气赛道一定要坚定持基、持股的信心。尤其是过度调整的时候，还是要果断介入。","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881416721,"gmtCreate":1631375572263,"gmtModify":1631884041818,"author":{"id":"4087216247407100","authorId":"4087216247407100","name":"虎变龙蒸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>[微笑]&nbsp;","text":"$小米集团-W(01810)$[微笑]","images":[{"img":"https://static.tigerbbs.com/c9347559d87a9ea9aafd68f26450a9a2","width":"1080","height":"2159"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886390413","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":808831014,"gmtCreate":1627567948638,"gmtModify":1633763713610,"author":{"id":"4087216247407100","authorId":"4087216247407100","name":"虎变龙蒸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"多多支持，继续关注","listText":"多多支持，继续关注","text":"多多支持，继续关注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808831014","repostId":"1179645004","repostType":4,"repost":{"id":"1179645004","pubTimestamp":1627564640,"share":"https://www.laohu8.com/m/news/1179645004?lang=&edition=full","pubTime":"2021-07-29 21:17","market":"sh","language":"zh","title":"每当市场震荡时，想想克己复“利”的智慧！","url":"https://stock-news.laohu8.com/highlight/detail?id=1179645004","media":"兴证全球基金","summary":"7月27日，上证指数下跌2.49%，收于3381点，为今年以来最大单日跌幅。有的基民表示：“跌慌了”，也有基民急于“破解下跌真相”，但这是否真的值得忧虑？投资者需要改变既定的投资决策吗？\n\n子曰：“克","content":"<blockquote>\n 7月27日，上证指数下跌2.49%，收于3381点，为今年以来最大单日跌幅。有的基民表示：“跌慌了”，也有基民急于“破解下跌真相”，但这是否真的值得忧虑？投资者需要改变既定的投资决策吗？\n</blockquote>\n<p>子曰：“克己复礼为仁。”克制自己的私欲，修正自己习性的上缺点，而后努力达到至高境界。&nbsp;其中，“克己”或许也是在投资中值得推崇的道理，克服贪婪、谨慎选择，战胜恐惧、长期持有。化用此言，克己复“利”争取的是通过长期投资，静待时间的玫瑰盛开。</p>\n<p><b>耐住寂寞，守住繁华</b></p>\n<p>巴菲特遵循的价值投资有两个核心：一个是寻找投资标的，即为不断成长、有美好未来的公司；另一个，就是在时间的力量下慢慢成长。寻找优秀投资标的好似“毕其功于一役”，细心挑选，长期持有，就有机会陪伴公司一同成长。</p>\n<p>这两种核心并不是相互对立，而是相辅相成的，任何一方都不可或缺。价值投资是中长线的投资方式，即便是选择优秀投资标的，也需要花漫长的时间试错，建立自己的理论体系，深入研究商业模式，进行合理的估值，预留出足够的安全边际，耐得住“远离市场”的寂寞，才可能有机会获得公司成长的红利，因此才有“四十岁之后才懂价值投资”的说法。所以对普通投资者来说，可行的其实是在优秀标的中争取长期回报。</p>\n<p>我们可以继续探究投资的四个方面：时间、收益率、风险控制、以及使用72法则。</p>\n<p><b>时间的力量</b></p>\n<p>时间正如字面意思很好理解，但也是最重要的。有数据统计巴菲特83岁为止财富，巴菲特一生中99%的财富都是他50岁之后获得的。50岁之前，他的个人财富“仅仅”约3亿美元；但凭借着几十年的积累，加上长期约20%的年化回报率，巴菲特在50岁之后进入了财富爆炸期。截至2021年7月26日，他的财富净值已经达到了1011亿美元。</p>\n<p>巴菲特最著名的话之一就是这句：“<b>人生就像滚雪球，关键是要找到足够湿的雪，和足够长的坡。</b>”这里的“雪”或许是指财富，“湿度”是投资收益率，“坡长”是投资的时间。而巴菲特之所以成为巴菲特 ，“长坡”和“厚雪”缺一不可。</p>\n<p>财富的积累也是如此。大部分投资大家都不是生来富裕，他们赚取的第一桶金也往往不足以暴富，积累财富的方法或许是借助时间来使钱生钱。可我们常常对短期收益率抱有过高的期望，却对3年、5年甚至更长时间的收益没有耐心等待。毕竟，<b>很少人希望慢慢变富</b>。</p>\n<p><b>复利中的收益差距有多大？</b></p>\n<p>既然收益率如此被人们看重，它又扮演了怎样的角色呢？</p>\n<p>举例来说，当一位投资者用1000元本金用于投资某两只年化复合收益率分别为10%和12%的基金，一年下来的收益也不过是100元和120元的区别。后一只基金多出的2%年化收益率对很多投资者来说并没有多大的吸引力，他们也不会花上过多额外的时间在市面上八千多只基金的茫茫大海中筛选。但是，当经过十五年，它们的差距被时间从<b>20元放大成了近1300元</b>。复利下本息合计金额（纵轴）随时间（横轴）的变化曲线与如下图。</p>\n<p>1000元本金在10%及12%年化回报率下15年的收益对比</p>\n<p><img src=\"https://static.tigerbbs.com/c15a86128dc231486337baa7ee3e16c1\" tg-width=\"577\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p>\n<p>注：结果为按照10%及12%的年化收益率分别进行简单复利的模拟测算，不代表真实收益水平，仅供参考。</p>\n<p>微小的收益率差异经过足够<b>长的</b>时间也能产生结果的巨大差距。对于投资者来说，<b>接受起步不会太快这个事实，有助于对复利形成正确的期待，并培养足够的耐心。</b>没有一点一滴微小的积累，很难达到最后的目的地。其实，公募基金并不存在类似于存款“利滚利”的概念，期间的波动更是需要适应和面对的常态，年化收益率是指长期时间下总收益的年化平均值。</p>\n<p><b>力控回撤，继续前进</b></p>\n<p>说到微小的收益率差异被时间放大后的结果，很多投资者恐怕会想尽可能提高收益率，收益率的提升绝大多数情况下都伴随着风险的提升。一旦投资标的大幅回撤，投资者的收益也会获得巨大影响。下表假设了四种为期4年的投资方案作为举例。</p>\n<p><img src=\"https://static.tigerbbs.com/ac5d07b9e27ef65e6464cf895b5ab50c\" tg-width=\"772\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p>\n<p>➤<b>假设一：</b>如果第一年盈利100%，第二年亏损50%，反复两次4年后收益率为0。在有可能达到100%收益率的情况下，投资者应该会有50%回撤的预期，但这种<b>极端的波动结果并不理想</b>；</p>\n<p>➤<b>假设二：</b>首年盈利50%，次年亏损25%，反复两次4年后总收益26.6%，<b>年化仅为6.1%</b>；</p>\n<p>➤<b>假设三：</b>在方案二的基础上预期盈亏分别减半，市场上部分理财产品的上涨和回撤情况与这种方案类似。<b>最终的年化收益率为4.6%</b>，尽管方案三相比方案二波动幅度更小，但是收益甚至变低了；</p>\n<p>➤<b>假设四：</b>如果一直保持正收益，收益率随市场而波动如表， 4年后总收益约33%，年化7.4%，亦高出方案二。在这种比较理想的情况下，这只理财产品却很难成为某年的冠军产品。</p>\n<p>注：各假设仅为模拟计算，不代表真实收益水平，仅供参考。基金投资有风险，请谨慎选择。</p>\n<p>因此，风险控制对投资收益来说至关重要。在财富滚雪球的时候，要尽量控制风险，减小回撤，才有机会将雪球越滚越大。</p>\n<p><b>著名的“72法则”</b></p>\n<p>投资界有个著名的72法则，即用<b>72除以你的年化复合收益率得到的结果就是你的资产翻倍所需要的时间</b>。如果年化复合收益率为12%，资产翻倍的时间约需要6年。</p>\n<p>然而投资的收益率受当年市场的影响，因此很难控制每年都是正收益，遑论维持每年特定的收益率。能够承诺每年维持特定收益的产品不仅无人能够做到，更是违法违规。部分投资者可能会陷入收益率的怪圈：他们可能被开始的高收益所吸引，却没想到背后隐藏的高风险；又或者是看到某些产品的过往表现心动不已，却因为可能的波动性超出承受范围无法长期持有。投资好像一场马拉松，与其回望错过的的累累硕果而兴叹，不如坚持到最后，细嗅时间的玫瑰带来的芬芳。</p>\n<p><b>长期投资思维：当投资照进生活</b></p>\n<p>投资最重要的元素莫过于时间的力量。对于投资者来说，长期投资思维能在投资中为我们有效积累财富，而想获得长期投资收益需要牢记以下几点：</p>\n<p>·&nbsp;拉长战线，加长坡道</p>\n<p>·&nbsp;牢记风险，减小回撤</p>\n<p>·&nbsp;坚定持有，谨慎致远</p>\n<p>而在生活中，克己”与长期的思维更是有对我们人生的启迪：</p>\n<p><b>拒绝透支</b>：金钱、财富、人脉、健康……一点微小的透支可能被时间放大成巨大的损失。</p>\n<p><b>有大局观</b>：找到目标，选对赛道，坚定努力，今日的细微投入可能在未来带来巨大的收获。</p>\n<p>对于“股神”巴菲特来说，投资只有三个选项：</p>\n<p>第一，可以投资；</p>\n<p>第二，不能投资；</p>\n<p>第三，太难理解。</p>\n<p>作为世界上最成功的投资家之一，只投“<b>能理解</b>”的项目，就一种极致“<b>克己</b>”的体现。&nbsp;对于投资者来说，这种“克己”体现为战胜自己的心魔，理性投资，坚定持有，而最终或许就能获得丰硕果实。但是<b>坚定持有并不等于教条主义地不发挥任何主观能动性</b>，而是坚守初心，并根据市场进行合理的动态调整。</p>\n<p>现在的小小雪球最后会成长到何种程度，相信时间会给我们答案。</p>","source":"lsy1619314504794","collect":0,"html":"<!DOCTYPE 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}\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\">\n每当市场震荡时，想想克己复“利”的智慧！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 21:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/zOgaNGjA33neY8ZyLjaclA><strong>兴证全球基金</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月27日，上证指数下跌2.49%，收于3381点，为今年以来最大单日跌幅。有的基民表示：“跌慌了”，也有基民急于“破解下跌真相”，但这是否真的值得忧虑？投资者需要改变既定的投资决策吗？\n\n子曰：“克己复礼为仁。”克制自己的私欲，修正自己习性的上缺点，而后努力达到至高境界。 其中，“克己”或许也是在投资中值得推崇的道理，克服贪婪、谨慎选择，战胜恐惧、长期持有。化用此言，克己复“利”争取的是通过...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/zOgaNGjA33neY8ZyLjaclA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/zOgaNGjA33neY8ZyLjaclA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179645004","content_text":"7月27日，上证指数下跌2.49%，收于3381点，为今年以来最大单日跌幅。有的基民表示：“跌慌了”，也有基民急于“破解下跌真相”，但这是否真的值得忧虑？投资者需要改变既定的投资决策吗？\n\n子曰：“克己复礼为仁。”克制自己的私欲，修正自己习性的上缺点，而后努力达到至高境界。 其中，“克己”或许也是在投资中值得推崇的道理，克服贪婪、谨慎选择，战胜恐惧、长期持有。化用此言，克己复“利”争取的是通过长期投资，静待时间的玫瑰盛开。\n耐住寂寞，守住繁华\n巴菲特遵循的价值投资有两个核心：一个是寻找投资标的，即为不断成长、有美好未来的公司；另一个，就是在时间的力量下慢慢成长。寻找优秀投资标的好似“毕其功于一役”，细心挑选，长期持有，就有机会陪伴公司一同成长。\n这两种核心并不是相互对立，而是相辅相成的，任何一方都不可或缺。价值投资是中长线的投资方式，即便是选择优秀投资标的，也需要花漫长的时间试错，建立自己的理论体系，深入研究商业模式，进行合理的估值，预留出足够的安全边际，耐得住“远离市场”的寂寞，才可能有机会获得公司成长的红利，因此才有“四十岁之后才懂价值投资”的说法。所以对普通投资者来说，可行的其实是在优秀标的中争取长期回报。\n我们可以继续探究投资的四个方面：时间、收益率、风险控制、以及使用72法则。\n时间的力量\n时间正如字面意思很好理解，但也是最重要的。有数据统计巴菲特83岁为止财富，巴菲特一生中99%的财富都是他50岁之后获得的。50岁之前，他的个人财富“仅仅”约3亿美元；但凭借着几十年的积累，加上长期约20%的年化回报率，巴菲特在50岁之后进入了财富爆炸期。截至2021年7月26日，他的财富净值已经达到了1011亿美元。\n巴菲特最著名的话之一就是这句：“人生就像滚雪球，关键是要找到足够湿的雪，和足够长的坡。”这里的“雪”或许是指财富，“湿度”是投资收益率，“坡长”是投资的时间。而巴菲特之所以成为巴菲特 ，“长坡”和“厚雪”缺一不可。\n财富的积累也是如此。大部分投资大家都不是生来富裕，他们赚取的第一桶金也往往不足以暴富，积累财富的方法或许是借助时间来使钱生钱。可我们常常对短期收益率抱有过高的期望，却对3年、5年甚至更长时间的收益没有耐心等待。毕竟，很少人希望慢慢变富。\n复利中的收益差距有多大？\n既然收益率如此被人们看重，它又扮演了怎样的角色呢？\n举例来说，当一位投资者用1000元本金用于投资某两只年化复合收益率分别为10%和12%的基金，一年下来的收益也不过是100元和120元的区别。后一只基金多出的2%年化收益率对很多投资者来说并没有多大的吸引力，他们也不会花上过多额外的时间在市面上八千多只基金的茫茫大海中筛选。但是，当经过十五年，它们的差距被时间从20元放大成了近1300元。复利下本息合计金额（纵轴）随时间（横轴）的变化曲线与如下图。\n1000元本金在10%及12%年化回报率下15年的收益对比\n\n注：结果为按照10%及12%的年化收益率分别进行简单复利的模拟测算，不代表真实收益水平，仅供参考。\n微小的收益率差异经过足够长的时间也能产生结果的巨大差距。对于投资者来说，接受起步不会太快这个事实，有助于对复利形成正确的期待，并培养足够的耐心。没有一点一滴微小的积累，很难达到最后的目的地。其实，公募基金并不存在类似于存款“利滚利”的概念，期间的波动更是需要适应和面对的常态，年化收益率是指长期时间下总收益的年化平均值。\n力控回撤，继续前进\n说到微小的收益率差异被时间放大后的结果，很多投资者恐怕会想尽可能提高收益率，收益率的提升绝大多数情况下都伴随着风险的提升。一旦投资标的大幅回撤，投资者的收益也会获得巨大影响。下表假设了四种为期4年的投资方案作为举例。\n\n➤假设一：如果第一年盈利100%，第二年亏损50%，反复两次4年后收益率为0。在有可能达到100%收益率的情况下，投资者应该会有50%回撤的预期，但这种极端的波动结果并不理想；\n➤假设二：首年盈利50%，次年亏损25%，反复两次4年后总收益26.6%，年化仅为6.1%；\n➤假设三：在方案二的基础上预期盈亏分别减半，市场上部分理财产品的上涨和回撤情况与这种方案类似。最终的年化收益率为4.6%，尽管方案三相比方案二波动幅度更小，但是收益甚至变低了；\n➤假设四：如果一直保持正收益，收益率随市场而波动如表， 4年后总收益约33%，年化7.4%，亦高出方案二。在这种比较理想的情况下，这只理财产品却很难成为某年的冠军产品。\n注：各假设仅为模拟计算，不代表真实收益水平，仅供参考。基金投资有风险，请谨慎选择。\n因此，风险控制对投资收益来说至关重要。在财富滚雪球的时候，要尽量控制风险，减小回撤，才有机会将雪球越滚越大。\n著名的“72法则”\n投资界有个著名的72法则，即用72除以你的年化复合收益率得到的结果就是你的资产翻倍所需要的时间。如果年化复合收益率为12%，资产翻倍的时间约需要6年。\n然而投资的收益率受当年市场的影响，因此很难控制每年都是正收益，遑论维持每年特定的收益率。能够承诺每年维持特定收益的产品不仅无人能够做到，更是违法违规。部分投资者可能会陷入收益率的怪圈：他们可能被开始的高收益所吸引，却没想到背后隐藏的高风险；又或者是看到某些产品的过往表现心动不已，却因为可能的波动性超出承受范围无法长期持有。投资好像一场马拉松，与其回望错过的的累累硕果而兴叹，不如坚持到最后，细嗅时间的玫瑰带来的芬芳。\n长期投资思维：当投资照进生活\n投资最重要的元素莫过于时间的力量。对于投资者来说，长期投资思维能在投资中为我们有效积累财富，而想获得长期投资收益需要牢记以下几点：\n· 拉长战线，加长坡道\n· 牢记风险，减小回撤\n· 坚定持有，谨慎致远\n而在生活中，克己”与长期的思维更是有对我们人生的启迪：\n拒绝透支：金钱、财富、人脉、健康……一点微小的透支可能被时间放大成巨大的损失。\n有大局观：找到目标，选对赛道，坚定努力，今日的细微投入可能在未来带来巨大的收获。\n对于“股神”巴菲特来说，投资只有三个选项：\n第一，可以投资；\n第二，不能投资；\n第三，太难理解。\n作为世界上最成功的投资家之一，只投“能理解”的项目，就一种极致“克己”的体现。 对于投资者来说，这种“克己”体现为战胜自己的心魔，理性投资，坚定持有，而最终或许就能获得丰硕果实。但是坚定持有并不等于教条主义地不发挥任何主观能动性，而是坚守初心，并根据市场进行合理的动态调整。\n现在的小小雪球最后会成长到何种程度，相信时间会给我们答案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173314643,"gmtCreate":1626616429982,"gmtModify":1633925479571,"author":{"id":"4087216247407100","authorId":"4087216247407100","name":"虎变龙蒸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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