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飘红一片天
04-15
$友邦保险(01299)$
友邦保险:优秀了几十年,管理团队学历履历皆是港股天花板,35-40%利润和价值来自大中华以外的新马泰印度市场,有机会成长为第二曲线,地域的分散亦可分散业务集中的风险。香港业务受惠国内资金海外转移,此轮大跌似乎与基本面关系不大。
飘红一片天
05-25
$Faraday Future(FFIE)$
老贾视频发太多了就没有用了?
飘红一片天
05-15
$纳斯达克(.IXIC)$
特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。
飘红一片天
07-28
$航发动力(600893)$
中信证券研报称,航空发动机产业属于“两机专项”国家重点项目,是军工行业未来最有发展潜力的细分领域之一,预计将迎来至少5—10年黄金发展期。航空发动机是非常重要的航空耗材,受益于军机放量以及实战化训练的持续推进,我国军用航空发动机市场正在持续扩容。同时当前我国航发产业已进入型号研制加速期,后续新型号的加速迭代也将有望拉动航空发动机产业的快速发展。
飘红一片天
07-06
$中国海外互联网ETF-KraneShares(KWEB)$
进入7月份,多家外资机构发布公开报告,上调中国经济增长预期,并表示看好中国经济前景。业内人士认为,外资机构集体上调中国经济增长预期,表明其对中国经济增长前景充满信心,对中国经济的韧性和潜力充满信任。外资机构普遍看好中国下半年的经济,主要在于出口、制造业、消费等方面的积极因素汇聚。在宏观经济表现整体稳健的背景下,中国股票资产也因为其估值低、企业盈利复苏显著得到市场关注。不少外资机构在研报中表态,维持看好A股的立场不变。
飘红一片天
06-27
$瑞尔集团(06639)$
回购不错,瑞尔集团(06639.HK)公告,6月27日耗资202万港元回购40万股。
飘红一片天
06-18
$美团-W(03690)$
美团是不是可以做做趋势和波段呀?
飘红一片天
06-11
$通用汽车(GM)$
汇丰将通用汽车(GM.N)目标价从48美元上调至56美元。将福特汽车(F.N)目标价从11.3美元提高至13美元。
飘红一片天
06-05
$花旗(C)$
$富国银行(WFC)$
真的萎靡不振啊,感觉拿不住了,找个机会出掉吧
飘红一片天
05-28
$石药集团(01093)$
最近开始涨了,有什么消息面吗
飘红一片天
05-28
$KEEP(03650)$
之前1600万已经回购差不多的基础上,又追加了1亿回购,这个点位确实还是很便宜,管理层看好给了市场信息,后续股价应该有不小的上行空间。
飘红一片天
05-20
$阅文集团(00772)$
阅文集团出品的《庆余年2》关注度很高,这几天刷各大平台基本上都在热榜上。看发布的数据,开播第二日热度值突破33636,创腾讯视频站内热度值历史最高纪录。 空前的关注度也带来了一小部分争议,这是每一部爆款连续剧都要经历的事情,才刚刚开播几集就下定论是不科学的,事实证明后面的反馈越来越好了。庆余年的出品方阅文集团是稳赢的,这部剧带来的收益已经超过预期了。
飘红一片天
05-12
$Visa(V)$
Visa和Master都是支付业的巨头,两家的特点都是高毛利、高自由现金流(FCF),刻舟求剑的话,就会发现,每股自由现金流和市值高度相关
飘红一片天
05-05
巴菲特一季度大部分利润来自非投资保险业,保险是门好生意,关注
$友邦保险(01299)$
飘红一片天
04-30
$怡安保险(AON)$
大跌后成交额放大了不少,看来有很多人在抄底
飘红一片天
04-28
$美国银行(BAC)$
美国银行股又有危机了?银行业监管机构美国联邦储蓄保险公司(FDIC)宣布,宾夕法尼亚州监管机构关闭了总部位于费城的美国共和银行,这是美国今年首家被关闭的银行。
飘红一片天
04-26
$国联证券(01456)$
国联证券真猛啊,这次咋直接起飞了
飘红一片天
04-25
$伯克希尔(BRK.A)$
能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。
飘红一片天
04-24
$摩根士丹利(MS)$
继续受益于财富管理和投资银行业务的持续增长。摩根士丹利报告称,在所有三个产品线实力强劲的推动下,第一季度收入同比增长4.3%至151亿美元,机构证券净收入同比增长3.2%至70亿美元,投资银行业务收入增长16.0%达到14亿美元,股权收入同比增长4.1%至28亿美元,固定收益收入同比下降3.5%至25亿美元,财富管理净收入同比增长4.9%达到创纪录的69亿美元,投资管理收入同比增长6.8%至14亿美元,资产管理规模增长10.5%至1.51万亿美元。摩根士丹利的财富管理业务将继续成为关键的增长动力,可以从加速的并购和资本市场交易中受益。其管理下的 1.5 万亿美元庞大资产也将推动稳定且有弹性的费用收入流,随着年轻人口群体继续进入储蓄和投资的高峰期,越来越多地使用摩根斯坦利的 E*TRADE 在线平台,并将发展到其全方位服务的财富管理平台。
飘红一片天
04-17
$美国银行(BAC)$
连这种大市值财报后都开始跌,美国银行成这样子了?
去老虎APP查看更多动态
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中信证券研报称,航空发动机产业属于“两机专项”国家重点项目,是军工行业未来最有发展潜力的细分领域之一,预计将迎来至少5—10年黄金发展期。航空发动机是非常重要的航空耗材,受益于军机放量以及实战化训练的持续推进,我国军用航空发动机市场正在持续扩容。同时当前我国航发产业已进入型号研制加速期,后续新型号的加速迭代也将有望拉动航空发动机产业的快速发展。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332495052275744","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324478440263968,"gmtCreate":1720247537380,"gmtModify":1720247539450,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> 进入7月份,多家外资机构发布公开报告,上调中国经济增长预期,并表示看好中国经济前景。业内人士认为,外资机构集体上调中国经济增长预期,表明其对中国经济增长前景充满信心,对中国经济的韧性和潜力充满信任。外资机构普遍看好中国下半年的经济,主要在于出口、制造业、消费等方面的积极因素汇聚。在宏观经济表现整体稳健的背景下,中国股票资产也因为其估值低、企业盈利复苏显著得到市场关注。不少外资机构在研报中表态,维持看好A股的立场不变。","listText":"<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> 进入7月份,多家外资机构发布公开报告,上调中国经济增长预期,并表示看好中国经济前景。业内人士认为,外资机构集体上调中国经济增长预期,表明其对中国经济增长前景充满信心,对中国经济的韧性和潜力充满信任。外资机构普遍看好中国下半年的经济,主要在于出口、制造业、消费等方面的积极因素汇聚。在宏观经济表现整体稳健的背景下,中国股票资产也因为其估值低、企业盈利复苏显著得到市场关注。不少外资机构在研报中表态,维持看好A股的立场不变。","text":"$中国海外互联网ETF-KraneShares(KWEB)$ 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回购不错,瑞尔集团(06639.HK)公告,6月27日耗资202万港元回购40万股。","text":"$瑞尔集团(06639)$ 回购不错,瑞尔集团(06639.HK)公告,6月27日耗资202万港元回购40万股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321370071150848","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318195421827312,"gmtCreate":1718724017199,"gmtModify":1718724018652,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a>美团是不是可以做做趋势和波段呀?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a>美团是不是可以做做趋势和波段呀?","text":"$美团-W(03690)$ 美团是不是可以做做趋势和波段呀?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318195421827312","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315615932694776,"gmtCreate":1718085505552,"gmtModify":1718085506858,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GM\">$通用汽车(GM)$ </a>汇丰将通用汽车(GM.N)目标价从48美元上调至56美元。将福特汽车(F.N)目标价从11.3美元提高至13美元。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GM\">$通用汽车(GM)$ </a>汇丰将通用汽车(GM.N)目标价从48美元上调至56美元。将福特汽车(F.N)目标价从11.3美元提高至13美元。","text":"$通用汽车(GM)$ 汇丰将通用汽车(GM.N)目标价从48美元上调至56美元。将福特汽车(F.N)目标价从11.3美元提高至13美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315615932694776","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313551416500280,"gmtCreate":1717555276103,"gmtModify":1717555278337,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a>真的萎靡不振啊,感觉拿不住了,找个机会出掉吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a>真的萎靡不振啊,感觉拿不住了,找个机会出掉吧","text":"$花旗(C)$ $富国银行(WFC)$真的萎靡不振啊,感觉拿不住了,找个机会出掉吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313551416500280","isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310754736476296,"gmtCreate":1716895350331,"gmtModify":1716895351904,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>最近开始涨了,有什么消息面吗","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>最近开始涨了,有什么消息面吗","text":"$石药集团(01093)$ 最近开始涨了,有什么消息面吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310754736476296","isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310752951898128,"gmtCreate":1716895281457,"gmtModify":1716895283476,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03650\">$KEEP(03650)$ </a>之前1600万已经回购差不多的基础上,又追加了1亿回购,这个点位确实还是很便宜,管理层看好给了市场信息,后续股价应该有不小的上行空间。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03650\">$KEEP(03650)$ </a>之前1600万已经回购差不多的基础上,又追加了1亿回购,这个点位确实还是很便宜,管理层看好给了市场信息,后续股价应该有不小的上行空间。","text":"$KEEP(03650)$ 之前1600万已经回购差不多的基础上,又追加了1亿回购,这个点位确实还是很便宜,管理层看好给了市场信息,后续股价应该有不小的上行空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310752951898128","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309416332419208,"gmtCreate":1716568833601,"gmtModify":1716568835170,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>老贾视频发太多了就没有用了?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>老贾视频发太多了就没有用了?","text":"$Faraday Future(FFIE)$ 老贾视频发太多了就没有用了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309416332419208","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307782854271160,"gmtCreate":1716176868589,"gmtModify":1716176870798,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$ </a>阅文集团出品的《庆余年2》关注度很高,这几天刷各大平台基本上都在热榜上。看发布的数据,开播第二日热度值突破33636,创腾讯视频站内热度值历史最高纪录。 空前的关注度也带来了一小部分争议,这是每一部爆款连续剧都要经历的事情,才刚刚开播几集就下定论是不科学的,事实证明后面的反馈越来越好了。庆余年的出品方阅文集团是稳赢的,这部剧带来的收益已经超过预期了。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$ 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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。","text":"$纳斯达克(.IXIC)$ 特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306192037036208","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304790684835936,"gmtCreate":1715446298556,"gmtModify":1715446300459,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/V\">$Visa(V)$ </a>Visa和Master都是支付业的巨头,两家的特点都是高毛利、高自由现金流(FCF),刻舟求剑的话,就会发现,每股自由现金流和市值高度相关","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/V\">$Visa(V)$ </a>Visa和Master都是支付业的巨头,两家的特点都是高毛利、高自由现金流(FCF),刻舟求剑的话,就会发现,每股自由现金流和市值高度相关","text":"$Visa(V)$ Visa和Master都是支付业的巨头,两家的特点都是高毛利、高自由现金流(FCF),刻舟求剑的话,就会发现,每股自由现金流和市值高度相关","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304790684835936","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302667847381296,"gmtCreate":1714899701774,"gmtModify":1714899703412,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"巴菲特一季度大部分利润来自非投资保险业,保险是门好生意,关注<a target=\"_blank\" href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$ </a>","listText":"巴菲特一季度大部分利润来自非投资保险业,保险是门好生意,关注<a target=\"_blank\" href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$ </a>","text":"巴菲特一季度大部分利润来自非投资保险业,保险是门好生意,关注$友邦保险(01299)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302667847381296","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300977166131352,"gmtCreate":1714486837140,"gmtModify":1714486838657,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AON\">$怡安保险(AON)$ </a>大跌后成交额放大了不少,看来有很多人在抄底","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AON\">$怡安保险(AON)$ </a>大跌后成交额放大了不少,看来有很多人在抄底","text":"$怡安保险(AON)$ 大跌后成交额放大了不少,看来有很多人在抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300977166131352","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300217136943400,"gmtCreate":1714314717649,"gmtModify":1714314719234,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>美国银行股又有危机了?银行业监管机构美国联邦储蓄保险公司(FDIC)宣布,宾夕法尼亚州监管机构关闭了总部位于费城的美国共和银行,这是美国今年首家被关闭的银行。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>美国银行股又有危机了?银行业监管机构美国联邦储蓄保险公司(FDIC)宣布,宾夕法尼亚州监管机构关闭了总部位于费城的美国共和银行,这是美国今年首家被关闭的银行。","text":"$美国银行(BAC)$ 美国银行股又有危机了?银行业监管机构美国联邦储蓄保险公司(FDIC)宣布,宾夕法尼亚州监管机构关闭了总部位于费城的美国共和银行,这是美国今年首家被关闭的银行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300217136943400","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299525199548640,"gmtCreate":1714145737334,"gmtModify":1714145738787,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01456\">$国联证券(01456)$ </a>国联证券真猛啊,这次咋直接起飞了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01456\">$国联证券(01456)$ </a>国联证券真猛啊,这次咋直接起飞了","text":"$国联证券(01456)$ 国联证券真猛啊,这次咋直接起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299525199548640","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299072689451008,"gmtCreate":1714041123353,"gmtModify":1714391658305,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$ </a>能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$ </a>能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。","text":"$伯克希尔(BRK.A)$ 能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299072689451008","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298748108742944,"gmtCreate":1713945265061,"gmtModify":1713945267425,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$ </a>继续受益于财富管理和投资银行业务的持续增长。摩根士丹利报告称,在所有三个产品线实力强劲的推动下,第一季度收入同比增长4.3%至151亿美元,机构证券净收入同比增长3.2%至70亿美元,投资银行业务收入增长16.0%达到14亿美元,股权收入同比增长4.1%至28亿美元,固定收益收入同比下降3.5%至25亿美元,财富管理净收入同比增长4.9%达到创纪录的69亿美元,投资管理收入同比增长6.8%至14亿美元,资产管理规模增长10.5%至1.51万亿美元。摩根士丹利的财富管理业务将继续成为关键的增长动力,可以从加速的并购和资本市场交易中受益。其管理下的 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友邦保险:优秀了几十年,管理团队学历履历皆是港股天花板,35-40%利润和价值来自大中华以外的新马泰印度市场,有机会成长为第二曲线,地域的分散亦可分散业务集中的风险。香港业务受惠国内资金海外转移,此轮大跌似乎与基本面关系不大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295660604911672","isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0},"content":"不知道它到底在怕什么","text":"不知道它到底在怕什么","html":"不知道它到底在怕什么"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":295660604911672,"gmtCreate":1713191738191,"gmtModify":1713191740082,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$ </a>友邦保险:优秀了几十年,管理团队学历履历皆是港股天花板,35-40%利润和价值来自大中华以外的新马泰印度市场,有机会成长为第二曲线,地域的分散亦可分散业务集中的风险。香港业务受惠国内资金海外转移,此轮大跌似乎与基本面关系不大。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$ </a>友邦保险:优秀了几十年,管理团队学历履历皆是港股天花板,35-40%利润和价值来自大中华以外的新马泰印度市场,有机会成长为第二曲线,地域的分散亦可分散业务集中的风险。香港业务受惠国内资金海外转移,此轮大跌似乎与基本面关系不大。","text":"$友邦保险(01299)$ 友邦保险:优秀了几十年,管理团队学历履历皆是港股天花板,35-40%利润和价值来自大中华以外的新马泰印度市场,有机会成长为第二曲线,地域的分散亦可分散业务集中的风险。香港业务受惠国内资金海外转移,此轮大跌似乎与基本面关系不大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295660604911672","isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0},"content":"不知道它到底在怕什么","text":"不知道它到底在怕什么","html":"不知道它到底在怕什么"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309416332419208,"gmtCreate":1716568833601,"gmtModify":1716568835170,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>老贾视频发太多了就没有用了?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>老贾视频发太多了就没有用了?","text":"$Faraday Future(FFIE)$ 老贾视频发太多了就没有用了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309416332419208","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306192037036208,"gmtCreate":1715788576657,"gmtModify":1715788578515,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。","text":"$纳斯达克(.IXIC)$ 特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306192037036208","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332495052275744,"gmtCreate":1722182332436,"gmtModify":1722216686532,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/600893\">$航发动力(600893)$</a> 中信证券研报称,航空发动机产业属于“两机专项”国家重点项目,是军工行业未来最有发展潜力的细分领域之一,预计将迎来至少5—10年黄金发展期。航空发动机是非常重要的航空耗材,受益于军机放量以及实战化训练的持续推进,我国军用航空发动机市场正在持续扩容。同时当前我国航发产业已进入型号研制加速期,后续新型号的加速迭代也将有望拉动航空发动机产业的快速发展。","listText":"<a href=\"https://laohu8.com/S/600893\">$航发动力(600893)$</a> 中信证券研报称,航空发动机产业属于“两机专项”国家重点项目,是军工行业未来最有发展潜力的细分领域之一,预计将迎来至少5—10年黄金发展期。航空发动机是非常重要的航空耗材,受益于军机放量以及实战化训练的持续推进,我国军用航空发动机市场正在持续扩容。同时当前我国航发产业已进入型号研制加速期,后续新型号的加速迭代也将有望拉动航空发动机产业的快速发展。","text":"$航发动力(600893)$ 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国联证券真猛啊,这次咋直接起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299525199548640","isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299072689451008,"gmtCreate":1714041123353,"gmtModify":1714391658305,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$ </a>能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$ </a>能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。","text":"$伯克希尔(BRK.A)$ 能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299072689451008","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298748108742944,"gmtCreate":1713945265061,"gmtModify":1713945267425,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$ </a>继续受益于财富管理和投资银行业务的持续增长。摩根士丹利报告称,在所有三个产品线实力强劲的推动下,第一季度收入同比增长4.3%至151亿美元,机构证券净收入同比增长3.2%至70亿美元,投资银行业务收入增长16.0%达到14亿美元,股权收入同比增长4.1%至28亿美元,固定收益收入同比下降3.5%至25亿美元,财富管理净收入同比增长4.9%达到创纪录的69亿美元,投资管理收入同比增长6.8%至14亿美元,资产管理规模增长10.5%至1.51万亿美元。摩根士丹利的财富管理业务将继续成为关键的增长动力,可以从加速的并购和资本市场交易中受益。其管理下的 1.5 万亿美元庞大资产也将推动稳定且有弹性的费用收入流,随着年轻人口群体继续进入储蓄和投资的高峰期,越来越多地使用摩根斯坦利的 E*TRADE 在线平台,并将发展到其全方位服务的财富管理平台。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$ </a>继续受益于财富管理和投资银行业务的持续增长。摩根士丹利报告称,在所有三个产品线实力强劲的推动下,第一季度收入同比增长4.3%至151亿美元,机构证券净收入同比增长3.2%至70亿美元,投资银行业务收入增长16.0%达到14亿美元,股权收入同比增长4.1%至28亿美元,固定收益收入同比下降3.5%至25亿美元,财富管理净收入同比增长4.9%达到创纪录的69亿美元,投资管理收入同比增长6.8%至14亿美元,资产管理规模增长10.5%至1.51万亿美元。摩根士丹利的财富管理业务将继续成为关键的增长动力,可以从加速的并购和资本市场交易中受益。其管理下的 1.5 万亿美元庞大资产也将推动稳定且有弹性的费用收入流,随着年轻人口群体继续进入储蓄和投资的高峰期,越来越多地使用摩根斯坦利的 E*TRADE 在线平台,并将发展到其全方位服务的财富管理平台。","text":"$摩根士丹利(MS)$ 继续受益于财富管理和投资银行业务的持续增长。摩根士丹利报告称,在所有三个产品线实力强劲的推动下,第一季度收入同比增长4.3%至151亿美元,机构证券净收入同比增长3.2%至70亿美元,投资银行业务收入增长16.0%达到14亿美元,股权收入同比增长4.1%至28亿美元,固定收益收入同比下降3.5%至25亿美元,财富管理净收入同比增长4.9%达到创纪录的69亿美元,投资管理收入同比增长6.8%至14亿美元,资产管理规模增长10.5%至1.51万亿美元。摩根士丹利的财富管理业务将继续成为关键的增长动力,可以从加速的并购和资本市场交易中受益。其管理下的 1.5 万亿美元庞大资产也将推动稳定且有弹性的费用收入流,随着年轻人口群体继续进入储蓄和投资的高峰期,越来越多地使用摩根斯坦利的 E*TRADE 在线平台,并将发展到其全方位服务的财富管理平台。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298748108742944","isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296256653177120,"gmtCreate":1713365914594,"gmtModify":1713365915931,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>连这种大市值财报后都开始跌,美国银行成这样子了?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>连这种大市值财报后都开始跌,美国银行成这样子了?","text":"$美国银行(BAC)$ 连这种大市值财报后都开始跌,美国银行成这样子了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296256653177120","isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}