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回家卖菜
2022-03-16
中概股这个行情和尿性,勒式期权组合真的起飞
回家卖菜
2022-02-18
$美团-W(03690)$
仔细看了这个文,感觉也没啥啊,服务业整体都有提到降租金,免税免费,金融信贷的扶持都提了,具体到餐饮业提了一嘴平台,惊弓之鸟了
回家卖菜
2021-08-25
$乐信(LX)$
$360数科(QFIN)$
就说一点,都是做互金的,业务模式基本一致,从利润和看,乐信是360的2/3,从在贷看,乐信是360的3/4,但是市值,乐信却不及360的一半
回家卖菜
2021-08-21
$360数科(QFIN)$
再次印证我说的,年中财报非常好看,目标价35//
@回家卖菜
:
$360数科(QFIN)$
印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路
@回家卖菜:
$360数科(QFIN)$
可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35
回家卖菜
2021-08-09
$360数科(QFIN)$
印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路
@回家卖菜:
$360数科(QFIN)$
可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35
回家卖菜
2021-07-30
$贝壳(BEKE)$
$美团-W(03690)$
衣食住行反垄断,铁拳一个一个来,阿里,美团,贝壳,滴滴谁也跑不掉,剩下的视频,音乐,电影也排好队
回家卖菜
2021-07-30
$360数科(QFIN)$
可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35
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href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>仔细看了这个文,感觉也没啥啊,服务业整体都有提到降租金,免税免费,金融信贷的扶持都提了,具体到餐饮业提了一嘴平台,惊弓之鸟了","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>仔细看了这个文,感觉也没啥啊,服务业整体都有提到降租金,免税免费,金融信贷的扶持都提了,具体到餐饮业提了一嘴平台,惊弓之鸟了","text":"$美团-W(03690)$仔细看了这个文,感觉也没啥啊,服务业整体都有提到降租金,免税免费,金融信贷的扶持都提了,具体到餐饮业提了一嘴平台,惊弓之鸟了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/638811769","isVote":1,"tweetType":1,"viewCount":6285,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494283152700817","authorId":"3494283152700817","name":"佛系炒股的","avatar":"https://static.tigerbbs.com/1e6af886cc6e6965ffa2dbebaef7b923","crmLevel":5,"crmLevelSwitch":1},"content":"政策没什么力度,但是从市场反应可以看出,对中概股还是缺乏安全感","text":"政策没什么力度,但是从市场反应可以看出,对中概股还是缺乏安全感","html":"政策没什么力度,但是从市场反应可以看出,对中概股还是缺乏安全感"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837626965,"gmtCreate":1629885465457,"gmtModify":1629885465457,"author":{"id":"4089645217667750","authorId":"4089645217667750","name":"回家卖菜","avatar":"https://static.tigerbbs.com/4e2303b71cdb3f652a3f76cae64947c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LX\">$乐信(LX)$</a><a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>就说一点,都是做互金的,业务模式基本一致,从利润和看,乐信是360的2/3,从在贷看,乐信是360的3/4,但是市值,乐信却不及360的一半","listText":"<a href=\"https://laohu8.com/S/LX\">$乐信(LX)$</a><a 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href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>再次印证我说的,年中财报非常好看,目标价35//<a href=\"https://laohu8.com/U/4089645217667750\">@回家卖菜</a>: <a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路","listText":"<a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>再次印证我说的,年中财报非常好看,目标价35//<a href=\"https://laohu8.com/U/4089645217667750\">@回家卖菜</a>: <a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路","text":"$360数科(QFIN)$再次印证我说的,年中财报非常好看,目标价35//@回家卖菜: $360数科(QFIN)$印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836648244","repostId":"808666374","repostType":1,"repost":{"id":808666374,"gmtCreate":1627574471298,"gmtModify":1627647179697,"author":{"id":"4089645217667750","authorId":"4089645217667750","name":"回家卖菜","avatar":"https://static.tigerbbs.com/4e2303b71cdb3f652a3f76cae64947c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35","listText":"<a 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印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路","text":"$360数科(QFIN)$ 印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路","html":"$360数科(QFIN)$ 印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":808666374,"gmtCreate":1627574471298,"gmtModify":1627647179697,"author":{"id":"4089645217667750","authorId":"4089645217667750","name":"回家卖菜","avatar":"https://static.tigerbbs.com/4e2303b71cdb3f652a3f76cae64947c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35","listText":"<a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35","text":"$360数科(QFIN)$可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":14,"commentSize":22,"repostSize":4,"link":"https://laohu8.com/post/808666374","isVote":1,"tweetType":1,"viewCount":26060,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089645217667750","authorId":"4089645217667750","name":"回家卖菜","avatar":"https://static.tigerbbs.com/4e2303b71cdb3f652a3f76cae64947c5","crmLevel":2,"crmLevelSwitch":0},"content":"$360数科(QFIN)$ 印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路","text":"$360数科(QFIN)$ 印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路","html":"$360数科(QFIN)$ 印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837626965,"gmtCreate":1629885465457,"gmtModify":1629885465457,"author":{"id":"4089645217667750","authorId":"4089645217667750","name":"回家卖菜","avatar":"https://static.tigerbbs.com/4e2303b71cdb3f652a3f76cae64947c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LX\">$乐信(LX)$</a><a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>就说一点,都是做互金的,业务模式基本一致,从利润和看,乐信是360的2/3,从在贷看,乐信是360的3/4,但是市值,乐信却不及360的一半","listText":"<a href=\"https://laohu8.com/S/LX\">$乐信(LX)$</a><a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>就说一点,都是做互金的,业务模式基本一致,从利润和看,乐信是360的2/3,从在贷看,乐信是360的3/4,但是市值,乐信却不及360的一半","text":"$乐信(LX)$$360数科(QFIN)$就说一点,都是做互金的,业务模式基本一致,从利润和看,乐信是360的2/3,从在贷看,乐信是360的3/4,但是市值,乐信却不及360的一半","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/837626965","isVote":1,"tweetType":1,"viewCount":4385,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546843905235637","authorId":"3546843905235637","name":"聚富","avatar":"https://static.tigerbbs.com/43ad5f8a1d4509f706098a0cd5d2eefd","crmLevel":2,"crmLevelSwitch":0},"content":"一个单一化,一个多元化,难道特斯拉的市值只是因为做了电动车吗","text":"一个单一化,一个多元化,难道特斯拉的市值只是因为做了电动车吗","html":"一个单一化,一个多元化,难道特斯拉的市值只是因为做了电动车吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898275368,"gmtCreate":1628505979954,"gmtModify":1628505979954,"author":{"id":"4089645217667750","authorId":"4089645217667750","name":"回家卖菜","avatar":"https://static.tigerbbs.com/4e2303b71cdb3f652a3f76cae64947c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路","listText":"<a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路","text":"$360数科(QFIN)$印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/898275368","repostId":"808666374","repostType":1,"repost":{"id":808666374,"gmtCreate":1627574471298,"gmtModify":1627647179697,"author":{"id":"4089645217667750","authorId":"4089645217667750","name":"回家卖菜","avatar":"https://static.tigerbbs.com/4e2303b71cdb3f652a3f76cae64947c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35","listText":"<a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35","text":"$360数科(QFIN)$可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808666374","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090754426039490","authorId":"4090754426039490","name":"我想做个好学生","avatar":"https://static.tigerbbs.com/95e7cdad0b7662eeb97c59720125c648","crmLevel":1,"crmLevelSwitch":0},"content":"现在的这些诉讼会有影响吗?求教","text":"现在的这些诉讼会有影响吗?求教","html":"现在的这些诉讼会有影响吗?求教"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638811769,"gmtCreate":1645170645085,"gmtModify":1645170645085,"author":{"id":"4089645217667750","authorId":"4089645217667750","name":"回家卖菜","avatar":"https://static.tigerbbs.com/4e2303b71cdb3f652a3f76cae64947c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>仔细看了这个文,感觉也没啥啊,服务业整体都有提到降租金,免税免费,金融信贷的扶持都提了,具体到餐饮业提了一嘴平台,惊弓之鸟了","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>仔细看了这个文,感觉也没啥啊,服务业整体都有提到降租金,免税免费,金融信贷的扶持都提了,具体到餐饮业提了一嘴平台,惊弓之鸟了","text":"$美团-W(03690)$仔细看了这个文,感觉也没啥啊,服务业整体都有提到降租金,免税免费,金融信贷的扶持都提了,具体到餐饮业提了一嘴平台,惊弓之鸟了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/638811769","isVote":1,"tweetType":1,"viewCount":6285,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494283152700817","authorId":"3494283152700817","name":"佛系炒股的","avatar":"https://static.tigerbbs.com/1e6af886cc6e6965ffa2dbebaef7b923","crmLevel":5,"crmLevelSwitch":1},"content":"政策没什么力度,但是从市场反应可以看出,对中概股还是缺乏安全感","text":"政策没什么力度,但是从市场反应可以看出,对中概股还是缺乏安全感","html":"政策没什么力度,但是从市场反应可以看出,对中概股还是缺乏安全感"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808627209,"gmtCreate":1627575568901,"gmtModify":1627575568901,"author":{"id":"4089645217667750","authorId":"4089645217667750","name":"回家卖菜","avatar":"https://static.tigerbbs.com/4e2303b71cdb3f652a3f76cae64947c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a><a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>衣食住行反垄断,铁拳一个一个来,阿里,美团,贝壳,滴滴谁也跑不掉,剩下的视频,音乐,电影也排好队","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a><a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>衣食住行反垄断,铁拳一个一个来,阿里,美团,贝壳,滴滴谁也跑不掉,剩下的视频,音乐,电影也排好队","text":"$贝壳(BEKE)$$美团-W(03690)$衣食住行反垄断,铁拳一个一个来,阿里,美团,贝壳,滴滴谁也跑不掉,剩下的视频,音乐,电影也排好队","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808627209","isVote":1,"tweetType":1,"viewCount":2247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836648244,"gmtCreate":1629482651988,"gmtModify":1629482651988,"author":{"id":"4089645217667750","authorId":"4089645217667750","name":"回家卖菜","avatar":"https://static.tigerbbs.com/4e2303b71cdb3f652a3f76cae64947c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>再次印证我说的,年中财报非常好看,目标价35//<a href=\"https://laohu8.com/U/4089645217667750\">@回家卖菜</a>: <a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路","listText":"<a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>再次印证我说的,年中财报非常好看,目标价35//<a href=\"https://laohu8.com/U/4089645217667750\">@回家卖菜</a>: <a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路","text":"$360数科(QFIN)$再次印证我说的,年中财报非常好看,目标价35//@回家卖菜: $360数科(QFIN)$印证我之前说的,一月下架之期,现在已经恢复上架,接下来就是年中财报价值回归之路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836648244","repostId":"808666374","repostType":1,"repost":{"id":808666374,"gmtCreate":1627574471298,"gmtModify":1627647179697,"author":{"id":"4089645217667750","authorId":"4089645217667750","name":"回家卖菜","avatar":"https://static.tigerbbs.com/4e2303b71cdb3f652a3f76cae64947c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35","listText":"<a href=\"https://laohu8.com/S/QFIN\">$360数科(QFIN)$</a>可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35","text":"$360数科(QFIN)$可以给大家分享一下我的观点,360目前有两个问题,一个是自己的,一个是行业的,自己的问题是APP下架,这个其实是个短期问题,监管都没公告,和滴滴性质完全两码事,按照以往小红书什么的整改过程,顶多一个月就恢复上架,立贴为证8.7前见分晓,但这个带来了第一波暴跌;第二个问题是行业监管趋严,首先断直连影响就很大,但是这个不是没解,无非是信息传输中间加一个百行或者朴道,要知道这也没有正式发文,据传也是明年底再说;另外就是今天说这个利率24的问题,行业头部平台基本都是24以内了,银行更不用说,消金现在也就马上这种野路子还在做24+,所以影响也没有很大,大家应该都明白需求不会被消灭;还有一点大家要知道,监管几个月前刚约谈了13家平台,这基本就是官宣的第二梯队,觉得还有救,要引导这几个走正道,没被约谈之流才应该心慌。所以总得来说公司经营不受影响,行业逻辑还在,心慌什么呢,半年报出来我相信会非常漂亮,目标价35","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808666374","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634120455,"gmtCreate":1647411689446,"gmtModify":1647411689446,"author":{"id":"4089645217667750","authorId":"4089645217667750","name":"回家卖菜","avatar":"https://static.tigerbbs.com/4e2303b71cdb3f652a3f76cae64947c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"中概股这个行情和尿性,勒式期权组合真的起飞","listText":"中概股这个行情和尿性,勒式期权组合真的起飞","text":"中概股这个行情和尿性,勒式期权组合真的起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634120455","isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}