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石村石昊
2024-04-03
有中文翻译,读起来方便多了
抱歉,原内容已删除
石村石昊
2024-04-03
Replying to
@七色祥云6
:没事,继续印钱补贴房地产//
@七色祥云6
:相比较于人家,咱们的地产日子更难受
@港乜嘢吖:大饼为啥跳水?
石村石昊
2024-04-01
$Reddit(RDDT)$
这个股,大家怎么看,
石村石昊
2024-03-29
$Reddit(RDDT)$
重回74.9是否有希望???
石村石昊
2024-03-27
$Reddit(RDDT)$
不行了嘛,
石村石昊
2024-03-27
小米还是看好的。
石村石昊
2024-03-25
这篇文章不错,转发给大家看看
抱歉,原内容已删除
石村石昊
2024-03-19
这篇文章不错,转发给大家看看
@Ryan.Z:17年来首次加息,如何用日本ETF把握住这次机会?
石村石昊
2024-03-13
$SoundHound AI Inc(SOUN)$
这家伙怎么和英伟达反着来???英伟达跌他涨?
石村石昊
2024-03-08
$英伟达(NVDA)$
继续看多。
石村石昊
2024-02-22
$英伟达(NVDA)$
木头姐嘴真硬啊,
去老虎APP查看更多动态
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eat经常买一送一,贴钱给消费者,为啥?因为一块钱的销售业绩,能创造好几块钱市值,全世界股民韭菜为北美消费者买单,还有不少免费送定制菜的公司。这是一个显然的旁氏骗局,不知道谁是最后买单的。不过庄家肯定是提前知道消息的,一定是跑最快的。此外,美债也以每95天增加一万亿的速度狂飙,拜登的预算赤字竟然还加码,这就完全铁了心要靠印钱买 了,跟日本一样。 商业地产很多城市尤其是写字楼,空置率近一半,疫情导致的办公模式转换再也不可逆了,居家办公成了 常态。加拿大已经在改造写字楼,变成公寓出租或出售,能消化多少库存,有待观察。 美国这个黑天鹅和灰犀牛到底会怎么登场?美债?美股?商业地产及其金融品? <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a>","listText":"转自知乎用户:中一美国各种经济数据又说明美国经济强劲,市场解读美联储降息会延后,维持紧缩货币政策。消息出来美债大跌,美债收益率跳涨。虚拟币就是钱推上去的,市场上钱少了,价格就会跌,美联储放水就会涨。 美联储想要软着陆,在紧缩货币控制通胀和维持经济增长之间走钢丝,只要不出黑天鹅或灰犀牛,就能一 直玩下去。但黑天鹅或灰犀牛总在某个角落,会不会曝出来,谁也不知道。 这次看起来仅仅是对经济数据优于预期的短暂反应,不是什么突发事件,所以也不是行情转折。不过美国经济这样强劲,uber eat经常买一送一,贴钱给消费者,为啥?因为一块钱的销售业绩,能创造好几块钱市值,全世界股民韭菜为北美消费者买单,还有不少免费送定制菜的公司。这是一个显然的旁氏骗局,不知道谁是最后买单的。不过庄家肯定是提前知道消息的,一定是跑最快的。此外,美债也以每95天增加一万亿的速度狂飙,拜登的预算赤字竟然还加码,这就完全铁了心要靠印钱买 了,跟日本一样。 商业地产很多城市尤其是写字楼,空置率近一半,疫情导致的办公模式转换再也不可逆了,居家办公成了 常态。加拿大已经在改造写字楼,变成公寓出租或出售,能消化多少库存,有待观察。 美国这个黑天鹅和灰犀牛到底会怎么登场?美债?美股?商业地产及其金融品? <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a>","text":"转自知乎用户:中一美国各种经济数据又说明美国经济强劲,市场解读美联储降息会延后,维持紧缩货币政策。消息出来美债大跌,美债收益率跳涨。虚拟币就是钱推上去的,市场上钱少了,价格就会跌,美联储放水就会涨。 美联储想要软着陆,在紧缩货币控制通胀和维持经济增长之间走钢丝,只要不出黑天鹅或灰犀牛,就能一 直玩下去。但黑天鹅或灰犀牛总在某个角落,会不会曝出来,谁也不知道。 这次看起来仅仅是对经济数据优于预期的短暂反应,不是什么突发事件,所以也不是行情转折。不过美国经济这样强劲,uber eat经常买一送一,贴钱给消费者,为啥?因为一块钱的销售业绩,能创造好几块钱市值,全世界股民韭菜为北美消费者买单,还有不少免费送定制菜的公司。这是一个显然的旁氏骗局,不知道谁是最后买单的。不过庄家肯定是提前知道消息的,一定是跑最快的。此外,美债也以每95天增加一万亿的速度狂飙,拜登的预算赤字竟然还加码,这就完全铁了心要靠印钱买 了,跟日本一样。 商业地产很多城市尤其是写字楼,空置率近一半,疫情导致的办公模式转换再也不可逆了,居家办公成了 常态。加拿大已经在改造写字楼,变成公寓出租或出售,能消化多少库存,有待观察。 美国这个黑天鹅和灰犀牛到底会怎么登场?美债?美股?商业地产及其金融品? $Coinbase Global, Inc.(COIN)$ $Marathon Digital Holdings Inc(MARA)$ $MicroStrategy Incorporated(MSTR)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291278219681832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290558814900536,"gmtCreate":1711963100383,"gmtModify":1711963101593,"author":{"id":"4130076081319850","authorId":"4130076081319850","name":"石村石昊","avatar":"https://static.tigerbbs.com/dbc4e3e272b36b54f0e8a6b561a2c332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4130076081319850","idStr":"4130076081319850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RDDT\">$Reddit(RDDT)$ </a>这个股,大家怎么看,","listText":"<a href=\"https://laohu8.com/S/RDDT\">$Reddit(RDDT)$ </a>这个股,大家怎么看,","text":"$Reddit(RDDT)$ 这个股,大家怎么看,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290558814900536","isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289604829102312,"gmtCreate":1711710838542,"gmtModify":1711710839610,"author":{"id":"4130076081319850","authorId":"4130076081319850","name":"石村石昊","avatar":"https://static.tigerbbs.com/dbc4e3e272b36b54f0e8a6b561a2c332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4130076081319850","idStr":"4130076081319850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RDDT\">$Reddit(RDDT)$ </a>重回74.9是否有希望???","listText":"<a href=\"https://laohu8.com/S/RDDT\">$Reddit(RDDT)$ </a>重回74.9是否有希望???","text":"$Reddit(RDDT)$ 重回74.9是否有希望???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289604829102312","isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288858644754608,"gmtCreate":1711546684577,"gmtModify":1711546685925,"author":{"id":"4130076081319850","authorId":"4130076081319850","name":"石村石昊","avatar":"https://static.tigerbbs.com/dbc4e3e272b36b54f0e8a6b561a2c332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4130076081319850","idStr":"4130076081319850"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RDDT\">$Reddit(RDDT)$ </a>不行了嘛,","listText":"<a href=\"https://laohu8.com/S/RDDT\">$Reddit(RDDT)$ </a>不行了嘛,","text":"$Reddit(RDDT)$ 不行了嘛,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288858644754608","isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288854857150752,"gmtCreate":1711545654910,"gmtModify":1711545662600,"author":{"id":"4130076081319850","authorId":"4130076081319850","name":"石村石昊","avatar":"https://static.tigerbbs.com/dbc4e3e272b36b54f0e8a6b561a2c332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4130076081319850","idStr":"4130076081319850"},"themes":[],"htmlText":"小米还是看好的。","listText":"小米还是看好的。","text":"小米还是看好的。","images":[{"img":"https://static.tigerbbs.com/fb3dee19daa48397c22553267a68fc33","width":"1280","height":"1920"},{"img":"https://static.tigerbbs.com/f9490cf7274c2cf8f961093390f58ac9","width":"1080","height":"2400"},{"img":"https://static.tigerbbs.com/02c66496481e8a7f8fc8fd4330e50b11","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288854857150752","isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":288074338332800,"gmtCreate":1711356246240,"gmtModify":1711356247898,"author":{"id":"4130076081319850","authorId":"4130076081319850","name":"石村石昊","avatar":"https://static.tigerbbs.com/dbc4e3e272b36b54f0e8a6b561a2c332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4130076081319850","idStr":"4130076081319850"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288074338332800","repostId":"1154680474","repostType":2,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286015197364400,"gmtCreate":1710846346006,"gmtModify":1710846347633,"author":{"id":"4130076081319850","authorId":"4130076081319850","name":"石村石昊","avatar":"https://static.tigerbbs.com/dbc4e3e272b36b54f0e8a6b561a2c332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4130076081319850","idStr":"4130076081319850"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286015197364400","repostId":"285996339388432","repostType":1,"repost":{"id":285996339388432,"gmtCreate":1710840735028,"gmtModify":1710844384648,"author":{"id":"1436866998000","authorId":"1436866998000","name":"Ryan.Z","avatar":"https://static.tigerbbs.com/b685c24ff84c09a83652c3c30efc50b9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"1436866998000","idStr":"1436866998000"},"themes":[],"title":"17年来首次加息,如何用日本ETF把握住这次机会?","htmlText":"1. 全球负利率时代的正式终结日本央行于19日结束了为期二天的货币政策会议,并决定将政策利率设定在0%至0.1%区间,这是日本央行自2007年2月以来,时隔17年首次加息。日央行将短期利率从 -0.1% 上调至 0% 至 0.1% 左右。日央行放弃了收益率曲线控制(YCC)政策,但承诺继续以“大致相同的数量”购买日本政府债券。日央行将停止购买交易所交易基金(ETF)和日本房地产投资信托基金(J-REIT)。日央行承诺逐步减少购买商业票据和公司债券,目标是在一年左右停止这种做法。至此,全球负利率时代的正式终结(过去数年来,日本央行一直是全球仅剩的一家维持负利率的央行)。这一个历史性的转变,也是世界上最激进的货币宽松举措之一的最大幅度回落,该举措旨在使日本经济摆脱通缩螺旋。加息的开启或也默认未来日本的工资和物价同步上涨的良性循环有望实现。日本第一生命研究所首席经济学家熊野秀雄表示:“这是一项重大的政策转变,比我预期的要全面得多。”图片来源网络<a href=\"https://laohu8.com/NW/2420464123\" target=\"_blank\">推荐阅读</a><a href=\"https://laohu8.com/NW/2420464123\" target=\"_blank\">:《</a><a href=\"https://laohu8.com/NW/2420464123\" target=\"_blank\">日本央行政策调整七问七答》</a>2. 日本加息会对日股、日元等资产造成什么影响?有分析担心加息可能对日本股市造成短期冲击,或导致高估值的日股泡沫破灭。但更多的分析则认为,此次日本加息可能会为经济市场带来提振效果。中金公司分析,日本央行加息或不影响日股,历史显示本世纪唯二的两次日本央行加息周期对日本股票影响有限。在2000年的加息周期中,日经指数出现了下行,主要原因","listText":"1. 全球负利率时代的正式终结日本央行于19日结束了为期二天的货币政策会议,并决定将政策利率设定在0%至0.1%区间,这是日本央行自2007年2月以来,时隔17年首次加息。日央行将短期利率从 -0.1% 上调至 0% 至 0.1% 左右。日央行放弃了收益率曲线控制(YCC)政策,但承诺继续以“大致相同的数量”购买日本政府债券。日央行将停止购买交易所交易基金(ETF)和日本房地产投资信托基金(J-REIT)。日央行承诺逐步减少购买商业票据和公司债券,目标是在一年左右停止这种做法。至此,全球负利率时代的正式终结(过去数年来,日本央行一直是全球仅剩的一家维持负利率的央行)。这一个历史性的转变,也是世界上最激进的货币宽松举措之一的最大幅度回落,该举措旨在使日本经济摆脱通缩螺旋。加息的开启或也默认未来日本的工资和物价同步上涨的良性循环有望实现。日本第一生命研究所首席经济学家熊野秀雄表示:“这是一项重大的政策转变,比我预期的要全面得多。”图片来源网络<a href=\"https://laohu8.com/NW/2420464123\" target=\"_blank\">推荐阅读</a><a href=\"https://laohu8.com/NW/2420464123\" target=\"_blank\">:《</a><a href=\"https://laohu8.com/NW/2420464123\" target=\"_blank\">日本央行政策调整七问七答》</a>2. 日本加息会对日股、日元等资产造成什么影响?有分析担心加息可能对日本股市造成短期冲击,或导致高估值的日股泡沫破灭。但更多的分析则认为,此次日本加息可能会为经济市场带来提振效果。中金公司分析,日本央行加息或不影响日股,历史显示本世纪唯二的两次日本央行加息周期对日本股票影响有限。在2000年的加息周期中,日经指数出现了下行,主要原因","text":"1. 全球负利率时代的正式终结日本央行于19日结束了为期二天的货币政策会议,并决定将政策利率设定在0%至0.1%区间,这是日本央行自2007年2月以来,时隔17年首次加息。日央行将短期利率从 -0.1% 上调至 0% 至 0.1% 左右。日央行放弃了收益率曲线控制(YCC)政策,但承诺继续以“大致相同的数量”购买日本政府债券。日央行将停止购买交易所交易基金(ETF)和日本房地产投资信托基金(J-REIT)。日央行承诺逐步减少购买商业票据和公司债券,目标是在一年左右停止这种做法。至此,全球负利率时代的正式终结(过去数年来,日本央行一直是全球仅剩的一家维持负利率的央行)。这一个历史性的转变,也是世界上最激进的货币宽松举措之一的最大幅度回落,该举措旨在使日本经济摆脱通缩螺旋。加息的开启或也默认未来日本的工资和物价同步上涨的良性循环有望实现。日本第一生命研究所首席经济学家熊野秀雄表示:“这是一项重大的政策转变,比我预期的要全面得多。”图片来源网络推荐阅读:《日本央行政策调整七问七答》2. 日本加息会对日股、日元等资产造成什么影响?有分析担心加息可能对日本股市造成短期冲击,或导致高估值的日股泡沫破灭。但更多的分析则认为,此次日本加息可能会为经济市场带来提振效果。中金公司分析,日本央行加息或不影响日股,历史显示本世纪唯二的两次日本央行加息周期对日本股票影响有限。在2000年的加息周期中,日经指数出现了下行,主要原因","images":[{"img":"https://static.tigerbbs.com/6ee957356829144324f3d427c18269ee","width":"961","height":"601"},{"img":"https://static.tigerbbs.com/bd8509a79df097d9996af274ac7ff648","width":"1059","height":"573"},{"img":"https://static.tigerbbs.com/a605d18b19b3bb85db5956011e7f33dd","width":"1000","height":"537"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285996339388432","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283939403288608,"gmtCreate":1710337574424,"gmtModify":1710400873693,"author":{"id":"4130076081319850","authorId":"4130076081319850","name":"石村石昊","avatar":"https://static.tigerbbs.com/dbc4e3e272b36b54f0e8a6b561a2c332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4130076081319850","idStr":"4130076081319850"},"themes":[],"htmlText":"<a 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href=\"https://www.laohu8.com/post/233629500112904\" target=\"_blank\">日本货币政策将进一步回归正常化</a>,并介绍了日本明年可能的结束负利率和进一步放开收益率曲线对市场的影响。 巧合的是,巴菲特的老搭档、投资界的老寿星——芒格近日也在他的播客首秀中,开心地表示: “伯克希尔对日本商社的投资是一个显而易见的机会。如果你像巴菲特一样聪明,也许一个世纪有两三次,你就会得到这样的想法。日本的利率10年来每年才0.5%。而这些公司(指2020年巴菲特投资的日本五大商社股)确实是根深蒂固的老牌企业,他们拥有所有这些廉价的铜矿和橡胶基地,所以你可以提前10年(以几乎为零的成本)借到所有的钱,去购买股票,并且支付5%的股息。 不用投资、不用思考,就有大量的现金流,你多长时间才能找到这样一个机会?如果你能在一个世纪里获得一两次这样的机会,你就足够幸运了。 我们可以做到这一点——因为伯克希尔的信用,但是其他人都做不到。” 并且,11月9日金融时报透露,巴菲特的伯克希尔·哈撒韦计划今年第二次发行日元计价的公司债券,约合10亿美元,这是自2019年以来的第七次。巴菲特的伯克希尔·哈撒韦早在2019年9月就发行了约合40亿美元的债券用于其2020年购买8月日本五大商社股票,并于今年6月再次宣布进一步增持。 图:巴菲特和芒格,两个开心的老小伙。 在芒格这次的播客首秀中,老人家在看好日股的同时,也表示了对中国经济看好,认为中国的头部企业更强大、更优秀,而且它们的估值要便宜得多,因此也愿意在芒格投资组合中纳入一定中国资产。 显然,对于芒格巴菲特这类长期投资者而言,他们重仓举债投资日股不单是上文提到的因日本短期的货币政策或经济指标走势变化;而是,如果能够以接近0%的利率借到钱,然后投资于股息率接近5%的资产,","listText":"上月一篇文章提到<a href=\"https://www.laohu8.com/post/233629500112904\" target=\"_blank\">日本货币政策将进一步回归正常化</a>,并介绍了日本明年可能的结束负利率和进一步放开收益率曲线对市场的影响。 巧合的是,巴菲特的老搭档、投资界的老寿星——芒格近日也在他的播客首秀中,开心地表示: “伯克希尔对日本商社的投资是一个显而易见的机会。如果你像巴菲特一样聪明,也许一个世纪有两三次,你就会得到这样的想法。日本的利率10年来每年才0.5%。而这些公司(指2020年巴菲特投资的日本五大商社股)确实是根深蒂固的老牌企业,他们拥有所有这些廉价的铜矿和橡胶基地,所以你可以提前10年(以几乎为零的成本)借到所有的钱,去购买股票,并且支付5%的股息。 不用投资、不用思考,就有大量的现金流,你多长时间才能找到这样一个机会?如果你能在一个世纪里获得一两次这样的机会,你就足够幸运了。 我们可以做到这一点——因为伯克希尔的信用,但是其他人都做不到。” 并且,11月9日金融时报透露,巴菲特的伯克希尔·哈撒韦计划今年第二次发行日元计价的公司债券,约合10亿美元,这是自2019年以来的第七次。巴菲特的伯克希尔·哈撒韦早在2019年9月就发行了约合40亿美元的债券用于其2020年购买8月日本五大商社股票,并于今年6月再次宣布进一步增持。 图:巴菲特和芒格,两个开心的老小伙。 在芒格这次的播客首秀中,老人家在看好日股的同时,也表示了对中国经济看好,认为中国的头部企业更强大、更优秀,而且它们的估值要便宜得多,因此也愿意在芒格投资组合中纳入一定中国资产。 显然,对于芒格巴菲特这类长期投资者而言,他们重仓举债投资日股不单是上文提到的因日本短期的货币政策或经济指标走势变化;而是,如果能够以接近0%的利率借到钱,然后投资于股息率接近5%的资产,","text":"上月一篇文章提到日本货币政策将进一步回归正常化,并介绍了日本明年可能的结束负利率和进一步放开收益率曲线对市场的影响。 巧合的是,巴菲特的老搭档、投资界的老寿星——芒格近日也在他的播客首秀中,开心地表示: “伯克希尔对日本商社的投资是一个显而易见的机会。如果你像巴菲特一样聪明,也许一个世纪有两三次,你就会得到这样的想法。日本的利率10年来每年才0.5%。而这些公司(指2020年巴菲特投资的日本五大商社股)确实是根深蒂固的老牌企业,他们拥有所有这些廉价的铜矿和橡胶基地,所以你可以提前10年(以几乎为零的成本)借到所有的钱,去购买股票,并且支付5%的股息。 不用投资、不用思考,就有大量的现金流,你多长时间才能找到这样一个机会?如果你能在一个世纪里获得一两次这样的机会,你就足够幸运了。 我们可以做到这一点——因为伯克希尔的信用,但是其他人都做不到。” 并且,11月9日金融时报透露,巴菲特的伯克希尔·哈撒韦计划今年第二次发行日元计价的公司债券,约合10亿美元,这是自2019年以来的第七次。巴菲特的伯克希尔·哈撒韦早在2019年9月就发行了约合40亿美元的债券用于其2020年购买8月日本五大商社股票,并于今年6月再次宣布进一步增持。 图:巴菲特和芒格,两个开心的老小伙。 在芒格这次的播客首秀中,老人家在看好日股的同时,也表示了对中国经济看好,认为中国的头部企业更强大、更优秀,而且它们的估值要便宜得多,因此也愿意在芒格投资组合中纳入一定中国资产。 显然,对于芒格巴菲特这类长期投资者而言,他们重仓举债投资日股不单是上文提到的因日本短期的货币政策或经济指标走势变化;而是,如果能够以接近0%的利率借到钱,然后投资于股息率接近5%的资产,","images":[{"img":"https://static.tigerbbs.com/9b26aa287ff184f1494ae8a98c3556df","width":"830","height":"528"},{"img":"https://static.tigerbbs.com/c42598ca1848fd93648bd30e48b0fc1b","width":"678","height":"614"},{"img":"https://static.tigerbbs.com/7fd22b6806864fd06a3f65dec2e771da","width":"700","height":"260"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243156713091240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":228493294034944,"gmtCreate":1696812265002,"gmtModify":1696812266524,"author":{"id":"4130076081319850","authorId":"4130076081319850","name":"石村石昊","avatar":"https://static.tigerbbs.com/dbc4e3e272b36b54f0e8a6b561a2c332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130076081319850","authorIdStr":"4130076081319850"},"themes":[],"htmlText":"看好拼多多","listText":"看好拼多多","text":"看好拼多多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/228493294034944","repostId":"228229470064736","repostType":1,"repost":{"id":228229470064736,"gmtCreate":1696749527807,"gmtModify":1696749579729,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"拼多多大涨7.4%,大摩报告到底说了啥?","htmlText":"大摩分析师在一份报告中指出,美国零售股面临来自 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> Temu的威胁,Temu在短时间内(约 1 年)建立了庞大的顾客基础,美国15岁以上消费者的渗透率达15%,2015年美国 GMV 约为 85 亿美元)摩根士丹利表示,虽然市场看好Temu ,但对于美国零售股的观点过于消极,原因如下:1) 根据我们9月份最新的AlphaWise调查,Temu购物者的忠诚度正在下降 ( 显示重复购买行为减少);2) Temu 网站和应用的使用率在 5 - 7月达到顶峰,现在开始下降;3)根据我们对产品价格、单位经济效益和履行成本的评估,Temu 的超低价格可能无法持续;4)安全/隐私风险5) Wish平台的兴起(和衰落)可以作为一个警示案例研究。我们将继续监测数据,但还远达到颠覆。Temu购物者的忠诚度正在下降Temu顾客以女性、年轻人和低收入人群为主。在Temu的购物者中,62%是女性,38%是男性。16-24 岁、25-34 岁、35- 44岁和 45-54 岁年龄段的购物者也有类似的差异,在我们的调查中,55 岁以上的受访者的比例明显下降。超过一半的Temu购物者收入较低(家庭收入低于 5 万美元),31%的人在 5 -10万美元的范围内,14%的 人在10万美元以上的范围内)。Temu的购物者更有可能是亚马逊Prime会员(>50%的Temu购物者是Prime会员)。在会员群体中,订阅Prime和沃尔玛+的消费者在Temu上购物的比例要高得多,在 Prime会员、沃尔玛+和非会员消费者中,这一比例相似。目前Temu客户的忠诚度正在下降。我们的AlphaWise调查数据显示,与今年早些时候相比, 在Temu平台上购物较少的用户(44%)多于在该平台上购物较多的客服(22%),导致净购","listText":"大摩分析师在一份报告中指出,美国零售股面临来自 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> Temu的威胁,Temu在短时间内(约 1 年)建立了庞大的顾客基础,美国15岁以上消费者的渗透率达15%,2015年美国 GMV 约为 85 亿美元)摩根士丹利表示,虽然市场看好Temu ,但对于美国零售股的观点过于消极,原因如下:1) 根据我们9月份最新的AlphaWise调查,Temu购物者的忠诚度正在下降 ( 显示重复购买行为减少);2) Temu 网站和应用的使用率在 5 - 7月达到顶峰,现在开始下降;3)根据我们对产品价格、单位经济效益和履行成本的评估,Temu 的超低价格可能无法持续;4)安全/隐私风险5) Wish平台的兴起(和衰落)可以作为一个警示案例研究。我们将继续监测数据,但还远达到颠覆。Temu购物者的忠诚度正在下降Temu顾客以女性、年轻人和低收入人群为主。在Temu的购物者中,62%是女性,38%是男性。16-24 岁、25-34 岁、35- 44岁和 45-54 岁年龄段的购物者也有类似的差异,在我们的调查中,55 岁以上的受访者的比例明显下降。超过一半的Temu购物者收入较低(家庭收入低于 5 万美元),31%的人在 5 -10万美元的范围内,14%的 人在10万美元以上的范围内)。Temu的购物者更有可能是亚马逊Prime会员(>50%的Temu购物者是Prime会员)。在会员群体中,订阅Prime和沃尔玛+的消费者在Temu上购物的比例要高得多,在 Prime会员、沃尔玛+和非会员消费者中,这一比例相似。目前Temu客户的忠诚度正在下降。我们的AlphaWise调查数据显示,与今年早些时候相比, 在Temu平台上购物较少的用户(44%)多于在该平台上购物较多的客服(22%),导致净购","text":"大摩分析师在一份报告中指出,美国零售股面临来自 $拼多多(PDD)$ Temu的威胁,Temu在短时间内(约 1 年)建立了庞大的顾客基础,美国15岁以上消费者的渗透率达15%,2015年美国 GMV 约为 85 亿美元)摩根士丹利表示,虽然市场看好Temu ,但对于美国零售股的观点过于消极,原因如下:1) 根据我们9月份最新的AlphaWise调查,Temu购物者的忠诚度正在下降 ( 显示重复购买行为减少);2) Temu 网站和应用的使用率在 5 - 7月达到顶峰,现在开始下降;3)根据我们对产品价格、单位经济效益和履行成本的评估,Temu 的超低价格可能无法持续;4)安全/隐私风险5) Wish平台的兴起(和衰落)可以作为一个警示案例研究。我们将继续监测数据,但还远达到颠覆。Temu购物者的忠诚度正在下降Temu顾客以女性、年轻人和低收入人群为主。在Temu的购物者中,62%是女性,38%是男性。16-24 岁、25-34 岁、35- 44岁和 45-54 岁年龄段的购物者也有类似的差异,在我们的调查中,55 岁以上的受访者的比例明显下降。超过一半的Temu购物者收入较低(家庭收入低于 5 万美元),31%的人在 5 -10万美元的范围内,14%的 人在10万美元以上的范围内)。Temu的购物者更有可能是亚马逊Prime会员(>50%的Temu购物者是Prime会员)。在会员群体中,订阅Prime和沃尔玛+的消费者在Temu上购物的比例要高得多,在 Prime会员、沃尔玛+和非会员消费者中,这一比例相似。目前Temu客户的忠诚度正在下降。我们的AlphaWise调查数据显示,与今年早些时候相比, 在Temu平台上购物较少的用户(44%)多于在该平台上购物较多的客服(22%),导致净购","images":[{"img":"https://static.tigerbbs.com/0a9c80c03e61181a2f37de21a7a8eaf1","width":"1246","height":"480"},{"img":"https://static.tigerbbs.com/33fa861e6152c84cc69d43a7388212ba","width":"1210","height":"490"},{"img":"https://static.tigerbbs.com/39e931b8646deb5047d04c81e0bfbd57","width":"1222","height":"1060"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/228229470064736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":227877753077976,"gmtCreate":1696642219523,"gmtModify":1696642221047,"author":{"id":"4130076081319850","authorId":"4130076081319850","name":"石村石昊","avatar":"https://static.tigerbbs.com/dbc4e3e272b36b54f0e8a6b561a2c332","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4130076081319850","authorIdStr":"4130076081319850"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/227877753077976","repostId":"662271825","repostType":1,"repost":{"id":662271825,"gmtCreate":1666614827367,"gmtModify":1666615773239,"author":{"id":"3527667584262733","authorId":"3527667584262733","name":"期权小助手","avatar":"https://static.tigerbbs.com/a5496ca83f1c81b8c311afcb3ea30bc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667584262733","authorIdStr":"3527667584262733"},"themes":[],"title":"超好用的期权计算器来了,一键计算牛熊价差、日历价差、跨式期权等组合收益","htmlText":"牛熊价差、日历价差、跨式期权都是期权交易者常用的组合策略,两腿组合对卖方来说可以降低风险,对买方来说降低了成本,整体而言提高了期权交易的确定性。但是,交易期权组合需要解决两大问题,第一是保证金优惠,这对提高组合收益率是必不可少的,第二是选择合约构建策略。保证金优惠在老虎上已经支持所有的两腿组合,包括备兑组合(covered call&put)、垂直价差(vertical spread)、日历价差(calendar spread)、跨式期权(straddle&strangle)、保险策略(protective put&call)。【具体点击 <a href=\"https://laohu8.com/TW/662304640\" target=\"_blank\">期权组合保证金优惠</a> 查看】第一个问题解决了,接下来就是选择合约的问题。我们选择不同的合约组合时,最关心的就是组合的收益和潜在风险。现在老虎上线了期权组合分析工具,不但能自动计算组合收益、亏损、保证金等结果,还可以很方便地更换合约,让你能更高效地构建策略。接下来就详细介绍一下这个工具和使用方法。首先你需要更新到8.0.6。在个股期权链页面选择一个合约进入期权详情页。1、假设我们卖一个45天左右的AAPL的put,这里选择了AAPL20221104 135.0PUT,下拉到底部就可以看到「组合分析」模块;2、模块的默认设置是买入当前期权,如果我们要计算short put的收益和保证金,可以把「买入」改成「卖出」;3、盈亏图表显示的是到期日的盈亏曲线;4、如果觉得现在的行情short put的风险太大,也可以点击「单腿期权」,选择下拉菜单中的「垂直价差」进行风险对冲;如果看多,可以选择「牛市垂直价差」,反之则可以选择「熊市垂直价差」;5、如果系统返回的行权价不是你要的,可以点击更","listText":"牛熊价差、日历价差、跨式期权都是期权交易者常用的组合策略,两腿组合对卖方来说可以降低风险,对买方来说降低了成本,整体而言提高了期权交易的确定性。但是,交易期权组合需要解决两大问题,第一是保证金优惠,这对提高组合收益率是必不可少的,第二是选择合约构建策略。保证金优惠在老虎上已经支持所有的两腿组合,包括备兑组合(covered call&put)、垂直价差(vertical spread)、日历价差(calendar spread)、跨式期权(straddle&strangle)、保险策略(protective put&call)。【具体点击 <a href=\"https://laohu8.com/TW/662304640\" target=\"_blank\">期权组合保证金优惠</a> 查看】第一个问题解决了,接下来就是选择合约的问题。我们选择不同的合约组合时,最关心的就是组合的收益和潜在风险。现在老虎上线了期权组合分析工具,不但能自动计算组合收益、亏损、保证金等结果,还可以很方便地更换合约,让你能更高效地构建策略。接下来就详细介绍一下这个工具和使用方法。首先你需要更新到8.0.6。在个股期权链页面选择一个合约进入期权详情页。1、假设我们卖一个45天左右的AAPL的put,这里选择了AAPL20221104 135.0PUT,下拉到底部就可以看到「组合分析」模块;2、模块的默认设置是买入当前期权,如果我们要计算short put的收益和保证金,可以把「买入」改成「卖出」;3、盈亏图表显示的是到期日的盈亏曲线;4、如果觉得现在的行情short put的风险太大,也可以点击「单腿期权」,选择下拉菜单中的「垂直价差」进行风险对冲;如果看多,可以选择「牛市垂直价差」,反之则可以选择「熊市垂直价差」;5、如果系统返回的行权价不是你要的,可以点击更","text":"牛熊价差、日历价差、跨式期权都是期权交易者常用的组合策略,两腿组合对卖方来说可以降低风险,对买方来说降低了成本,整体而言提高了期权交易的确定性。但是,交易期权组合需要解决两大问题,第一是保证金优惠,这对提高组合收益率是必不可少的,第二是选择合约构建策略。保证金优惠在老虎上已经支持所有的两腿组合,包括备兑组合(covered call&put)、垂直价差(vertical spread)、日历价差(calendar spread)、跨式期权(straddle&strangle)、保险策略(protective put&call)。【具体点击 期权组合保证金优惠 查看】第一个问题解决了,接下来就是选择合约的问题。我们选择不同的合约组合时,最关心的就是组合的收益和潜在风险。现在老虎上线了期权组合分析工具,不但能自动计算组合收益、亏损、保证金等结果,还可以很方便地更换合约,让你能更高效地构建策略。接下来就详细介绍一下这个工具和使用方法。首先你需要更新到8.0.6。在个股期权链页面选择一个合约进入期权详情页。1、假设我们卖一个45天左右的AAPL的put,这里选择了AAPL20221104 135.0PUT,下拉到底部就可以看到「组合分析」模块;2、模块的默认设置是买入当前期权,如果我们要计算short 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