梦玥的个人主页 - 老虎社区

梦玥

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IP属地：江苏

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2022-07-12

看来不热观啊？

抱歉，原内容已删除

2022-06-29

不错的文章

抱歉，原内容已删除

2022-06-27

好文章

@期权小班长:行权价越来越高的理想call大单

2022-06-27

Industrial and Commercial Bank of China (Asia)

@小虎AV:近日，上海创新港蔚来汽车总部一辆汽车从5楼冲出大楼坠落，车辆侧翻在地，车内有人员被困。消防到场后将被困人员救出。6月23日，蔚来汽车客服工作人员称，确有此事，具体情况需要等待官方进一步发布消息。$蔚来(NIO)$ $蔚来(NIO.SI)$ $蔚来-SW(09866)$

2022-06-27

$比亚迪(002594)$好股票，未来可期

2022-06-27

Industrial and Commercial Bank of China (Asia)

@期权小班长:抄底伯克希尔

2022-06-27

个人没有丰富投资知识是很难把握的

@看遍世界景赚足天下钱:吉姆罗杰斯的投资方法

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 出现百万看涨大单<a target=\"_blank\" href=\"https://laohu8.com/OPT/NFLX%2020220722%20205.0%20CALL\">$NFLX 20220722 205.0 CALL$</a>&nbsp;，到日期刚好是在财报公布那一周。奈飞这一季度财报依然很悲观，预计还将流失200万订户。反过来也就是说如果财报不会更差，那么股价大概率看涨，而且下半年有比较重棒的引流剧作《猎魔人》，预计公司给出的前瞻指引会较为乐观。但是你再仔细想想，如果连奈飞都能看涨了，那买别的不是更好？但也说不好，现在的市场还挺尊老爱幼的，谁跌的多谁先涨。然后又发现好几只逻辑类似的异动： <a target=\"_blank\" href=\"https://laohu8.com/OPT/SNOW%2020220819%20120.0%20CALL\">$SNOW 20220819 120.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/GILD%2020220916%2062.5%20CALL\">$GILD 20220916 62.5 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/PYPL%2020220729%2085.0%20CALL\">$PYPL 20220729 85.0 CALL$</a> 再来谈谈<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> ，自从5月31日发布了三大新能源","listText":"还有两周就要到财报季了，在各种数据披露前市场情绪整体积极。比如上半年的财报差生<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 出现百万看涨大单<a target=\"_blank\" href=\"https://laohu8.com/OPT/NFLX%2020220722%20205.0%20CALL\">$NFLX 20220722 205.0 CALL$</a>&nbsp;，到日期刚好是在财报公布那一周。奈飞这一季度财报依然很悲观，预计还将流失200万订户。反过来也就是说如果财报不会更差，那么股价大概率看涨，而且下半年有比较重棒的引流剧作《猎魔人》，预计公司给出的前瞻指引会较为乐观。但是你再仔细想想，如果连奈飞都能看涨了，那买别的不是更好？但也说不好，现在的市场还挺尊老爱幼的，谁跌的多谁先涨。然后又发现好几只逻辑类似的异动： <a target=\"_blank\" href=\"https://laohu8.com/OPT/SNOW%2020220819%20120.0%20CALL\">$SNOW 20220819 120.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/GILD%2020220916%2062.5%20CALL\">$GILD 20220916 62.5 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/PYPL%2020220729%2085.0%20CALL\">$PYPL 20220729 85.0 CALL$</a> 再来谈谈<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> ，自从5月31日发布了三大新能源","text":"还有两周就要到财报季了，在各种数据披露前市场情绪整体积极。比如上半年的财报差生$奈飞(NFLX)$ 出现百万看涨大单$NFLX 20220722 205.0 CALL$ ，到日期刚好是在财报公布那一周。奈飞这一季度财报依然很悲观，预计还将流失200万订户。反过来也就是说如果财报不会更差，那么股价大概率看涨，而且下半年有比较重棒的引流剧作《猎魔人》，预计公司给出的前瞻指引会较为乐观。但是你再仔细想想，如果连奈飞都能看涨了，那买别的不是更好？但也说不好，现在的市场还挺尊老爱幼的，谁跌的多谁先涨。然后又发现好几只逻辑类似的异动： $SNOW 20220819 120.0 CALL$ $GILD 20220916 62.5 CALL$ $PYPL 20220729 85.0 CALL$ 再来谈谈$理想汽车(LI)$ ，自从5月31日发布了三大新能源","images":[{"img":"https://static.tigerbbs.com/603eaebf54bc0f8679363264d67fafee","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/0559a07945136116cba117779fea8768","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a05fad89e1dbfe9395546a606bb6fd13","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683333888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683661424,"gmtCreate":1656307550769,"gmtModify":1704864384111,"author":{"id":"4119068231552860","authorId":"4119068231552860","name":"梦玥","avatar":"https://static.tigerbbs.com/89fd710012b6b8eb435819cd315d26a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4119068231552860","idStr":"4119068231552860"},"themes":[],"htmlText":"Industrial and Commercial Bank of China (Asia)","listText":"Industrial and Commercial Bank of China (Asia)","text":"Industrial and Commercial Bank of China (Asia)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683661424","repostId":"683926684","repostType":1,"repost":{"id":683926684,"gmtCreate":1655966346862,"gmtModify":1704863715126,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"蔚来客服回应汽车从总部大楼坠落：确有此事","htmlText":"\n \n \n  近日，上海创新港蔚来汽车总部一辆汽车从5楼冲出大楼坠落，车辆侧翻在地，车内有人员被困。消防到场后将被困人员救出。6月23日，蔚来汽车客服工作人员称，确有此事，具体情况需要等待官方进一步发布消息。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>\n \n","listText":"近日，上海创新港蔚来汽车总部一辆汽车从5楼冲出大楼坠落，车辆侧翻在地，车内有人员被困。消防到场后将被困人员救出。6月23日，蔚来汽车客服工作人员称，确有此事，具体情况需要等待官方进一步发布消息。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"近日，上海创新港蔚来汽车总部一辆汽车从5楼冲出大楼坠落，车辆侧翻在地，车内有人员被困。消防到场后将被困人员救出。6月23日，蔚来汽车客服工作人员称，确有此事，具体情况需要等待官方进一步发布消息。$蔚来(NIO)$ $蔚来(NIO.SI)$ $蔚来-SW(09866)$","images":[{"img":"https://static.tigerbbs.com/1b1a5be4e827f3945b58f079959f70d3","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683926684","isVote":1,"tweetType":2,"object":{"id":"3dbcf863981a48a8b1186f886c112851","tweetId":"683926684","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/0d3be426387702302425820534/ACt8F2cevaQA.mp4","poster":"https://static.tigerbbs.com/1b1a5be4e827f3945b58f079959f70d3"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683661238,"gmtCreate":1656307511226,"gmtModify":1704864383765,"author":{"id":"4119068231552860","authorId":"4119068231552860","name":"梦玥","avatar":"https://static.tigerbbs.com/89fd710012b6b8eb435819cd315d26a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4119068231552860","idStr":"4119068231552860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>好股票，未来可期","listText":"<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>好股票，未来可期","text":"$比亚迪(002594)$好股票，未来可期","images":[{"img":"https://static.tigerbbs.com/cbbbecc1d9f27e834d75e4c5e2ef1faa","width":"1200","height":"2440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683661238","isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":683661644,"gmtCreate":1656307468690,"gmtModify":1704864383592,"author":{"id":"4119068231552860","authorId":"4119068231552860","name":"梦玥","avatar":"https://static.tigerbbs.com/89fd710012b6b8eb435819cd315d26a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4119068231552860","idStr":"4119068231552860"},"themes":[],"htmlText":"Industrial and Commercial Bank of China (Asia)","listText":"Industrial and Commercial Bank of China (Asia)","text":"Industrial and Commercial Bank of China (Asia)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683661644","repostId":"689733803","repostType":1,"repost":{"id":689733803,"gmtCreate":1655822068840,"gmtModify":1704863302665,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"抄底伯克希尔","htmlText":"本轮加息过后美股再次迎来阶段性大底，虽然感觉大盘没有跌透，但也可以理解这两天的反弹逻辑。本轮加息75基点的主要诱因是通胀继续走高，而让通胀居高不下的核心因素就是能源价格。如果原油价格继续走高，那么可以想见6月CPI数据依然无法降低，那么美联储还会采取更为“符合市场预期“的加息手段。美股走势和能源价格就这样绑定在了一起。但比较诡异的是，加息过后，不光是美股大跌，原油也发生了暴跌。<a href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连 2208(CLmain)$</a> 上周下跌8%，美股石油公司比如<a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 跌幅甚至达到15%～20%。油价的下跌让美股市场看到了通胀缓和的希望，这就是我总结这两天的反弹逻辑。如果油价持续下跌，那么美股将继续企稳，目前油价主要有三个利空因素： 美联储大幅加息，市场逐步计价衰退提前，拖累大类资产表现 拜登将于7月中访问沙特，市场解读为欧佩克或在为期两年半的减产框架结束后自由增产，缓解供应问题 俄罗斯原油产量有望进一步提升 我认为第二点会成为近期牵制油价的主要动因。民主党不能光靠加息，还要解决高昂的原油价格，进一步遏制通胀，不然恐怕难以赢得接下来的中期选举。对于目前的市场行情总体维持观望，不过在一轮大跌后还想捡一些物美价廉的便宜货。用股票筛选器，我查了一下市值1000亿以上，PE&lt;10的股票，筛选结果如下：20只股票涵盖石油、银行、制药、大盘ETF，其中最亮眼的一只股票，莫过于<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，现在市盈率只有7了，处于历史","listText":"本轮加息过后美股再次迎来阶段性大底，虽然感觉大盘没有跌透，但也可以理解这两天的反弹逻辑。本轮加息75基点的主要诱因是通胀继续走高，而让通胀居高不下的核心因素就是能源价格。如果原油价格继续走高，那么可以想见6月CPI数据依然无法降低，那么美联储还会采取更为“符合市场预期“的加息手段。美股走势和能源价格就这样绑定在了一起。但比较诡异的是，加息过后，不光是美股大跌，原油也发生了暴跌。<a href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连 2208(CLmain)$</a> 上周下跌8%，美股石油公司比如<a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 跌幅甚至达到15%～20%。油价的下跌让美股市场看到了通胀缓和的希望，这就是我总结这两天的反弹逻辑。如果油价持续下跌，那么美股将继续企稳，目前油价主要有三个利空因素： 美联储大幅加息，市场逐步计价衰退提前，拖累大类资产表现 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and Commercial Bank of China (Asia)","listText":"Industrial and Commercial Bank of China (Asia)","text":"Industrial and Commercial Bank of China (Asia)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683661424","repostId":"683926684","repostType":1,"repost":{"id":683926684,"gmtCreate":1655966346862,"gmtModify":1704863715126,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"蔚来客服回应汽车从总部大楼坠落：确有此事","htmlText":"\n \n \n  近日，上海创新港蔚来汽车总部一辆汽车从5楼冲出大楼坠落，车辆侧翻在地，车内有人员被困。消防到场后将被困人员救出。6月23日，蔚来汽车客服工作人员称，确有此事，具体情况需要等待官方进一步发布消息。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>\n \n","listText":"近日，上海创新港蔚来汽车总部一辆汽车从5楼冲出大楼坠落，车辆侧翻在地，车内有人员被困。消防到场后将被困人员救出。6月23日，蔚来汽车客服工作人员称，确有此事，具体情况需要等待官方进一步发布消息。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"近日，上海创新港蔚来汽车总部一辆汽车从5楼冲出大楼坠落，车辆侧翻在地，车内有人员被困。消防到场后将被困人员救出。6月23日，蔚来汽车客服工作人员称，确有此事，具体情况需要等待官方进一步发布消息。$蔚来(NIO)$ $蔚来(NIO.SI)$ $蔚来-SW(09866)$","images":[{"img":"https://static.tigerbbs.com/1b1a5be4e827f3945b58f079959f70d3","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683926684","isVote":1,"tweetType":2,"object":{"id":"3dbcf863981a48a8b1186f886c112851","tweetId":"683926684","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/0d3be426387702302425820534/ACt8F2cevaQA.mp4","poster":"https://static.tigerbbs.com/1b1a5be4e827f3945b58f079959f70d3"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683661238,"gmtCreate":1656307511226,"gmtModify":1704864383765,"author":{"id":"4119068231552860","authorId":"4119068231552860","name":"梦玥","avatar":"https://static.tigerbbs.com/89fd710012b6b8eb435819cd315d26a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119068231552860","authorIdStr":"4119068231552860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>好股票，未来可期","listText":"<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>好股票，未来可期","text":"$比亚迪(002594)$好股票，未来可期","images":[{"img":"https://static.tigerbbs.com/cbbbecc1d9f27e834d75e4c5e2ef1faa","width":"1200","height":"2440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683661238","isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":683661644,"gmtCreate":1656307468690,"gmtModify":1704864383592,"author":{"id":"4119068231552860","authorId":"4119068231552860","name":"梦玥","avatar":"https://static.tigerbbs.com/89fd710012b6b8eb435819cd315d26a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119068231552860","authorIdStr":"4119068231552860"},"themes":[],"htmlText":"Industrial and Commercial Bank of China (Asia)","listText":"Industrial and Commercial Bank of China (Asia)","text":"Industrial and Commercial Bank of China (Asia)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683661644","repostId":"689733803","repostType":1,"repost":{"id":689733803,"gmtCreate":1655822068840,"gmtModify":1704863302665,"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":"抄底伯克希尔","htmlText":"本轮加息过后美股再次迎来阶段性大底，虽然感觉大盘没有跌透，但也可以理解这两天的反弹逻辑。本轮加息75基点的主要诱因是通胀继续走高，而让通胀居高不下的核心因素就是能源价格。如果原油价格继续走高，那么可以想见6月CPI数据依然无法降低，那么美联储还会采取更为“符合市场预期“的加息手段。美股走势和能源价格就这样绑定在了一起。但比较诡异的是，加息过后，不光是美股大跌，原油也发生了暴跌。<a href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连 2208(CLmain)$</a> 上周下跌8%，美股石油公司比如<a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 跌幅甚至达到15%～20%。油价的下跌让美股市场看到了通胀缓和的希望，这就是我总结这两天的反弹逻辑。如果油价持续下跌，那么美股将继续企稳，目前油价主要有三个利空因素： 美联储大幅加息，市场逐步计价衰退提前，拖累大类资产表现 拜登将于7月中访问沙特，市场解读为欧佩克或在为期两年半的减产框架结束后自由增产，缓解供应问题 俄罗斯原油产量有望进一步提升 我认为第二点会成为近期牵制油价的主要动因。民主党不能光靠加息，还要解决高昂的原油价格，进一步遏制通胀，不然恐怕难以赢得接下来的中期选举。对于目前的市场行情总体维持观望，不过在一轮大跌后还想捡一些物美价廉的便宜货。用股票筛选器，我查了一下市值1000亿以上，PE&lt;10的股票，筛选结果如下：20只股票涵盖石油、银行、制药、大盘ETF，其中最亮眼的一只股票，莫过于<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，现在市盈率只有7了，处于历史","listText":"本轮加息过后美股再次迎来阶段性大底，虽然感觉大盘没有跌透，但也可以理解这两天的反弹逻辑。本轮加息75基点的主要诱因是通胀继续走高，而让通胀居高不下的核心因素就是能源价格。如果原油价格继续走高，那么可以想见6月CPI数据依然无法降低，那么美联储还会采取更为“符合市场预期“的加息手段。美股走势和能源价格就这样绑定在了一起。但比较诡异的是，加息过后，不光是美股大跌，原油也发生了暴跌。<a href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连 2208(CLmain)$</a> 上周下跌8%，美股石油公司比如<a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> 跌幅甚至达到15%～20%。油价的下跌让美股市场看到了通胀缓和的希望，这就是我总结这两天的反弹逻辑。如果油价持续下跌，那么美股将继续企稳，目前油价主要有三个利空因素： 美联储大幅加息，市场逐步计价衰退提前，拖累大类资产表现 拜登将于7月中访问沙特，市场解读为欧佩克或在为期两年半的减产框架结束后自由增产，缓解供应问题 俄罗斯原油产量有望进一步提升 我认为第二点会成为近期牵制油价的主要动因。民主党不能光靠加息，还要解决高昂的原油价格，进一步遏制通胀，不然恐怕难以赢得接下来的中期选举。对于目前的市场行情总体维持观望，不过在一轮大跌后还想捡一些物美价廉的便宜货。用股票筛选器，我查了一下市值1000亿以上，PE&lt;10的股票，筛选结果如下：20只股票涵盖石油、银行、制药、大盘ETF，其中最亮眼的一只股票，莫过于<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，现在市盈率只有7了，处于历史","text":"本轮加息过后美股再次迎来阶段性大底，虽然感觉大盘没有跌透，但也可以理解这两天的反弹逻辑。本轮加息75基点的主要诱因是通胀继续走高，而让通胀居高不下的核心因素就是能源价格。如果原油价格继续走高，那么可以想见6月CPI数据依然无法降低，那么美联储还会采取更为“符合市场预期“的加息手段。美股走势和能源价格就这样绑定在了一起。但比较诡异的是，加息过后，不光是美股大跌，原油也发生了暴跌。$WTI原油主连 2208(CLmain)$ 上周下跌8%，美股石油公司比如$雪佛龙(CVX)$ $西方石油(OXY)$ 跌幅甚至达到15%～20%。油价的下跌让美股市场看到了通胀缓和的希望，这就是我总结这两天的反弹逻辑。如果油价持续下跌，那么美股将继续企稳，目前油价主要有三个利空因素： 美联储大幅加息，市场逐步计价衰退提前，拖累大类资产表现 拜登将于7月中访问沙特，市场解读为欧佩克或在为期两年半的减产框架结束后自由增产，缓解供应问题 俄罗斯原油产量有望进一步提升 我认为第二点会成为近期牵制油价的主要动因。民主党不能光靠加息，还要解决高昂的原油价格，进一步遏制通胀，不然恐怕难以赢得接下来的中期选举。对于目前的市场行情总体维持观望，不过在一轮大跌后还想捡一些物美价廉的便宜货。用股票筛选器，我查了一下市值1000亿以上，PE<10的股票，筛选结果如下：20只股票涵盖石油、银行、制药、大盘ETF，其中最亮眼的一只股票，莫过于$伯克希尔B(BRK.B)$ ，现在市盈率只有7了，处于历史","images":[{"img":"https://static.tigerbbs.com/632a4f561fb2ffe5ec258971929a7493","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/99ff75787f6d01647caa225690b68007","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/16a2cd679bada4e8d666fd71e9a72b5c","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689733803","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683661148,"gmtCreate":1656307384687,"gmtModify":1704864383247,"author":{"id":"4119068231552860","authorId":"4119068231552860","name":"梦玥","avatar":"https://static.tigerbbs.com/89fd710012b6b8eb435819cd315d26a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119068231552860","authorIdStr":"4119068231552860"},"themes":[],"htmlText":"个人没有丰富投资知识是很难把握的","listText":"个人没有丰富投资知识是很难把握的","text":"个人没有丰富投资知识是很难把握的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683661148","repostId":"683882012","repostType":1,"repost":{"id":683882012,"gmtCreate":1656161598841,"gmtModify":1712888672947,"author":{"id":"3466684903067182","authorId":"3466684903067182","name":"看遍世界景赚足天下钱","avatar":"https://static.tigerbbs.com/036367fd006fdcb94e383902a9d8277a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466684903067182","authorIdStr":"3466684903067182"},"themes":[],"title":"吉姆罗杰斯的投资方法","htmlText":"交易时遵循的交易准则有哪些？我要寻找市场疯狂的时刻，找到后看看此时自己是否应该进场，反其道而行之。我不会等到万事皆备、所有一切都对我有利的时候再动手交易，再逆势而为，那时为时已晚。另外要牢记，世界总是在不断变化的。对于所发生的变化要洞若观火、一清二楚，在发生变化时买入或卖出。你要乐于买入或卖出任何交易品种，只要能盈利，你就应该不拘一格。许多人会说，“我永远不会买那种股票”“我绝不买公用事业类的股票”或“我永远不做商品期货”，这些都是错误的。你应该保持弹性，具有灵活性，对任何投资品种的动向都保持关注和警觉，一旦有机会就要把握。如果让你给普通投资者提出忠告，你会说些什么？我会对普通投资者说：对于你不了解的事，一定要等了解后才能去做。如果你连续两年盈利50%，而在第三年却亏掉了50%，这种情况比你把钱一直放在货币市场基金里还要糟糕。你可以把钱先放入货币市场基金，然后耐心等待交易时机的出现，你知道只有在这样的时机进场，才具有高胜算，才是正确的交易，接着当交易机会出现时，你从货币市场基金中取出钱，进场交易，在交易获利后，你把钱放回货币市场基金，然后再次等待新的交易机会。如果你采用这种交易方法，在所有市场参与者中，你将能脱颖而出、遥遥领先。你在持仓的主要头寸上是否会犯错？也就是说，在你几乎百发百中的投资中是否也失过手、犯过错，还是你所有的投资都经过精挑细选，因此一定会成功？不知是前者还是后者？我不想我的话说起来好像我不会犯错，不知道输钱是怎么回事，因为我对亏损这档事比大多数人都要了解，因为我也曾犯过错，输过钱，但是我已很长时间没有犯大错了。你应该还记得，我不经常交易。我好像不是一个月做三次交易决策，我是一年做三次或五次交易决策，即一年只交易三次或五次，建仓以后我会一直持仓不动（罗杰斯所说的一次交易是指做一个交易决策，从最初建仓到最后全部清仓就算作一次交易，其间围绕最初建仓头寸所进行的加","listText":"交易时遵循的交易准则有哪些？我要寻找市场疯狂的时刻，找到后看看此时自己是否应该进场，反其道而行之。我不会等到万事皆备、所有一切都对我有利的时候再动手交易，再逆势而为，那时为时已晚。另外要牢记，世界总是在不断变化的。对于所发生的变化要洞若观火、一清二楚，在发生变化时买入或卖出。你要乐于买入或卖出任何交易品种，只要能盈利，你就应该不拘一格。许多人会说，“我永远不会买那种股票”“我绝不买公用事业类的股票”或“我永远不做商品期货”，这些都是错误的。你应该保持弹性，具有灵活性，对任何投资品种的动向都保持关注和警觉，一旦有机会就要把握。如果让你给普通投资者提出忠告，你会说些什么？我会对普通投资者说：对于你不了解的事，一定要等了解后才能去做。如果你连续两年盈利50%，而在第三年却亏掉了50%，这种情况比你把钱一直放在货币市场基金里还要糟糕。你可以把钱先放入货币市场基金，然后耐心等待交易时机的出现，你知道只有在这样的时机进场，才具有高胜算，才是正确的交易，接着当交易机会出现时，你从货币市场基金中取出钱，进场交易，在交易获利后，你把钱放回货币市场基金，然后再次等待新的交易机会。如果你采用这种交易方法，在所有市场参与者中，你将能脱颖而出、遥遥领先。你在持仓的主要头寸上是否会犯错？也就是说，在你几乎百发百中的投资中是否也失过手、犯过错，还是你所有的投资都经过精挑细选，因此一定会成功？不知是前者还是后者？我不想我的话说起来好像我不会犯错，不知道输钱是怎么回事，因为我对亏损这档事比大多数人都要了解，因为我也曾犯过错，输过钱，但是我已很长时间没有犯大错了。你应该还记得，我不经常交易。我好像不是一个月做三次交易决策，我是一年做三次或五次交易决策，即一年只交易三次或五次，建仓以后我会一直持仓不动（罗杰斯所说的一次交易是指做一个交易决策，从最初建仓到最后全部清仓就算作一次交易，其间围绕最初建仓头寸所进行的加","text":"交易时遵循的交易准则有哪些？我要寻找市场疯狂的时刻，找到后看看此时自己是否应该进场，反其道而行之。我不会等到万事皆备、所有一切都对我有利的时候再动手交易，再逆势而为，那时为时已晚。另外要牢记，世界总是在不断变化的。对于所发生的变化要洞若观火、一清二楚，在发生变化时买入或卖出。你要乐于买入或卖出任何交易品种，只要能盈利，你就应该不拘一格。许多人会说，“我永远不会买那种股票”“我绝不买公用事业类的股票”或“我永远不做商品期货”，这些都是错误的。你应该保持弹性，具有灵活性，对任何投资品种的动向都保持关注和警觉，一旦有机会就要把握。如果让你给普通投资者提出忠告，你会说些什么？我会对普通投资者说：对于你不了解的事，一定要等了解后才能去做。如果你连续两年盈利50%，而在第三年却亏掉了50%，这种情况比你把钱一直放在货币市场基金里还要糟糕。你可以把钱先放入货币市场基金，然后耐心等待交易时机的出现，你知道只有在这样的时机进场，才具有高胜算，才是正确的交易，接着当交易机会出现时，你从货币市场基金中取出钱，进场交易，在交易获利后，你把钱放回货币市场基金，然后再次等待新的交易机会。如果你采用这种交易方法，在所有市场参与者中，你将能脱颖而出、遥遥领先。你在持仓的主要头寸上是否会犯错？也就是说，在你几乎百发百中的投资中是否也失过手、犯过错，还是你所有的投资都经过精挑细选，因此一定会成功？不知是前者还是后者？我不想我的话说起来好像我不会犯错，不知道输钱是怎么回事，因为我对亏损这档事比大多数人都要了解，因为我也曾犯过错，输过钱，但是我已很长时间没有犯大错了。你应该还记得，我不经常交易。我好像不是一个月做三次交易决策，我是一年做三次或五次交易决策，即一年只交易三次或五次，建仓以后我会一直持仓不动（罗杰斯所说的一次交易是指做一个交易决策，从最初建仓到最后全部清仓就算作一次交易，其间围绕最初建仓头寸所进行的加","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683882012","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}