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泪btw Nick
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泪btw Nick
2023-09-21
$燃石医学(BNR)$
要起势了
泪btw Nick
2023-08-29
$丽翔教育(LXEH)$
能不能回去一块钱
泪btw Nick
2023-08-29
$虎牙(HUYA)$
大涨,要拿住了
泪btw Nick
2023-08-29
$特斯拉(TSLA)$
继续反攻
泪btw Nick
05-30
$万物新生(RERE)$
这两天成交量放大,有大量的资金进来抄底了,这个价位的支撑力很强,要抓稳了,很快会有强反弹
泪btw Nick
2023-09-21
$粉笔(02469)$
看势头粉笔股价要慢慢收上来的感觉,这个价位区间的支撑力还是很强的
泪btw Nick
2023-09-21
$中国恒大(03333)$
还能买吗
泪btw Nick
2023-09-14
$粉笔(02469)$
南向资金增持粉笔14.50万股,连续3日增持,港股通这段时间一直在默默的买入粉笔,国内资金还是很认可粉笔
泪btw Nick
2023-08-31
$粉笔(02469)$
2023年上半年,粉笔录得经调整利润2.88亿元,上年同期为9563万元,同比增长201.2%,实现了超2倍增长。粉笔利润率超级高,粉笔进入高速发展的良性循环
泪btw Nick
2023-08-29
$粉笔(02469)$
南向资金继续在增持,这几天粉笔明显是有资金进来抄底,四块区域支撑力很强
泪btw Nick
2023-08-25
$粉笔(02469)$
近年来,愈演愈烈的公考热潮正成为一大社会现象。相应地,公考培训机构亦有增长趋势。
泪btw Nick
2023-08-25
这篇文章不错,转发给大家看看
@话题虎:英伟达暴利狂飙,碾压预期!木头姐再次卖飞,你怎么看?
泪btw Nick
2023-08-25
这篇文章不错,转发给大家看看
@躺平指数:经济是复苏了吗? 财报季进行中,包括阿里、京东、百度、快手、美团、网易以及唯品会、爱奇艺、哔哩哔哩、腾讯音乐、猫眼等在内的互联网平台均已发布2023年二季度业绩,业绩都非常好,尤其前几个大厂一个比一个利润高,同比大增。 有人就问了,说好的经济衰退呢,这不是都复苏了吗?诚然,你要说吃喝玩乐相关的服务型行业复苏是合理的,今年的实际消费状况表现得也很明显,但是电商平台都增长了啊! why? 通过我们的各项政策及经济表象也看得出,整个经济都在去杠杆,收缩资产负债表,房地产行业首当其冲,老百姓上赶着提前还房贷更是当前市场上的一个极具代表性的行为。 那么,其实工业制造业也一样。工业制造业企业也在去杠杆去库存,去库存没有给供给端创造太多增量,而电商之间的厮杀内卷纯属内耗,无非你多点我少点,你少点我多点的增速区别。当然从整个GDP来看,还是有增幅的,只是去库存占大头,产能目前完全打不满,效益远不如疫情前甚至是疫情期间。 因此,互联网、文娱复苏,更多跟吃喝玩乐有关,真正大件耐用品、汽车、住房消费还是弱的。这才是问题的关键。
$美团-W(03690)$
$阿里巴巴(BABA)$
$拼多多(PDD)$
泪btw Nick
2023-08-25
$特斯拉(TSLA)$
坚持住230块的价位
泪btw Nick
2023-08-25
$奇景光电(HIMX)$
还有很大的下跌空间
泪btw Nick
2023-08-01
$粉笔(02469)$
开始买上来了,今天的北水购买力还是很强势,K线趋势很好
泪btw Nick
2023-07-26
$粉笔(02469)$
今天资金都在主动流入扫货,这段时间粉笔的股价已经稳了!
泪btw Nick
2023-06-14
$叮咚买菜(DDL)$
继续冲,连续涨了差不多一个月咯,但现在三块多的股价依然是低估了
泪btw Nick
2023-05-18
这篇文章不错,转发给大家看看
@新能源Bot:马斯克启动“印钞机”,特斯拉降价更有底气了?
泪btw Nick
2023-05-18
这篇文章不错,转发给大家看看
@顾明喆:日本股市狂飙背后的力量
去老虎APP查看更多动态
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2023年上半年,粉笔录得经调整利润2.88亿元,上年同期为9563万元,同比增长201.2%,实现了超2倍增长。粉笔利润率超级高,粉笔进入高速发展的良性循环","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214695005810944","isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214045677797600,"gmtCreate":1693275363439,"gmtModify":1693275364497,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02469\">$粉笔(02469)$ </a>南向资金继续在增持,这几天粉笔明显是有资金进来抄底,四块区域支撑力很强","listText":"<a href=\"https://laohu8.com/S/02469\">$粉笔(02469)$ </a>南向资金继续在增持,这几天粉笔明显是有资金进来抄底,四块区域支撑力很强","text":"$粉笔(02469)$ 南向资金继续在增持,这几天粉笔明显是有资金进来抄底,四块区域支撑力很强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214045677797600","isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214045465600184,"gmtCreate":1693275286550,"gmtModify":1693275287358,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LXEH\">$丽翔教育(LXEH)$ </a>能不能回去一块钱","listText":"<a href=\"https://laohu8.com/S/LXEH\">$丽翔教育(LXEH)$ </a>能不能回去一块钱","text":"$丽翔教育(LXEH)$ 能不能回去一块钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214045465600184","isVote":1,"tweetType":1,"viewCount":4537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214045274038488,"gmtCreate":1693275267623,"gmtModify":1693275268500,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$ </a>大涨,要拿住了","listText":"<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$ </a>大涨,要拿住了","text":"$虎牙(HUYA)$ 大涨,要拿住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/214045274038488","isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586421945576578","authorId":"3586421945576578","name":"YYAIXM","avatar":"https://static.tigerbbs.com/e23742ae3de7f372906b8d638f2c76ba","crmLevel":3,"crmLevelSwitch":0,"idStr":"3586421945576578","authorIdStr":"3586421945576578"},"content":"买了就跌,昨晚才解套走了 [流泪]","text":"买了就跌,昨晚才解套走了 [流泪]","html":"买了就跌,昨晚才解套走了 [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214045040075016,"gmtCreate":1693275250474,"gmtModify":1693275251915,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw 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股价便上涨3.17%,在亮眼的财报后,盘后股价更是涨超6.5%在AI热潮激发的需求带动下,英伟达的利润继续爆表,且游戏业务重回增长。二季度英伟达营收135.07亿美元,同比翻倍,远高于市场预期的110亿美元!英伟达给出的下季度指引也非常强劲,预计下季度将实现160亿美元的收入,再次大幅超过市场预期的125亿美元。然而在市场的一片欢欣鼓舞中,有一位朋友的心情可能并不会那么阳光。那就是我们又双叒叕卖飞英伟达的木头姐(Cathie Wood)[流泪]。木头姐的 <a href=\"https://laohu8.com/S/ARKW\">$ARK Next Generation Internet ETF(ARKW)$</a>在周二卖出了价值100多万美元的英伟达股票。不知道各位虎友还记不记得,木头姐曾在今年1月时平仓其持有的3.7万股英伟达股票。在1月后,受人工智能推动,英伟达的股价扶摇直上,木头姐完美错过了英伟达的暴涨红利[捂脸]英伟达在1月后踏上暴涨之路木头姐早在2019年3月时就持有超过230万股英伟达股票,如果一直持有的话,按照周三的收盘价计算,这一头寸价值近11亿美元[喷血]目前木头姐的两个规模较小ETF仍然持有英伟达的股票。她曾表示,当ARKK出售英伟达股份时,她认为英伟达的高估值是不合理的,英伟达的预期市盈率超过25倍,估值已经过高。但是作为特斯拉的铁血多头,她还是认为,目前特斯拉的预期市盈率更合理,是人工智能领域“最近突破的最明显受益者”。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的目标是到2030年,“自动驾驶”的潜在市场总收入达到8万亿至10万亿美元。The","text":"英伟达财报又一次惊艳市场!在周三收盘前, $英伟达(NVDA)$ 股价便上涨3.17%,在亮眼的财报后,盘后股价更是涨超6.5%在AI热潮激发的需求带动下,英伟达的利润继续爆表,且游戏业务重回增长。二季度英伟达营收135.07亿美元,同比翻倍,远高于市场预期的110亿美元!英伟达给出的下季度指引也非常强劲,预计下季度将实现160亿美元的收入,再次大幅超过市场预期的125亿美元。然而在市场的一片欢欣鼓舞中,有一位朋友的心情可能并不会那么阳光。那就是我们又双叒叕卖飞英伟达的木头姐(Cathie Wood)[流泪]。木头姐的 $ARK Next Generation Internet ETF(ARKW)$在周二卖出了价值100多万美元的英伟达股票。不知道各位虎友还记不记得,木头姐曾在今年1月时平仓其持有的3.7万股英伟达股票。在1月后,受人工智能推动,英伟达的股价扶摇直上,木头姐完美错过了英伟达的暴涨红利[捂脸]英伟达在1月后踏上暴涨之路木头姐早在2019年3月时就持有超过230万股英伟达股票,如果一直持有的话,按照周三的收盘价计算,这一头寸价值近11亿美元[喷血]目前木头姐的两个规模较小ETF仍然持有英伟达的股票。她曾表示,当ARKK出售英伟达股份时,她认为英伟达的高估值是不合理的,英伟达的预期市盈率超过25倍,估值已经过高。但是作为特斯拉的铁血多头,她还是认为,目前特斯拉的预期市盈率更合理,是人工智能领域“最近突破的最明显受益者”。 $特斯拉(TSLA)$ 的目标是到2030年,“自动驾驶”的潜在市场总收入达到8万亿至10万亿美元。The","images":[{"img":"https://static.tigerbbs.com/7602e9d2df06c5dee0d3a6b36e7aad40","width":"560","height":"240"},{"img":"https://static.tigerbbs.com/08d2e998a34aa2881bad8c69c4bf8fed","width":"1118","height":"375"},{"img":"https://static.tigerbbs.com/58c19215ca03b451879bfef72563b1bd","width":"805","height":"471"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212277253677104","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"vote":{"id":2829,"gmtBegin":1692857894538,"gmtEnd":1693462669343,"type":1,"upper":1,"title":"你认为英伟达还会继续上涨吗?","choices":[{"id":10351,"sort":1,"name":"还会继续涨","userSize":37,"voted":false},{"id":10352,"sort":2,"name":"目前股价已高估","userSize":33,"voted":false}]},"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212538827968728,"gmtCreate":1692929140959,"gmtModify":1692929142297,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw 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有人就问了,说好的经济衰退呢,这不是都复苏了吗?诚然,你要说吃喝玩乐相关的服务型行业复苏是合理的,今年的实际消费状况表现得也很明显,但是电商平台都增长了啊! why? 通过我们的各项政策及经济表象也看得出,整个经济都在去杠杆,收缩资产负债表,房地产行业首当其冲,老百姓上赶着提前还房贷更是当前市场上的一个极具代表性的行为。 那么,其实工业制造业也一样。工业制造业企业也在去杠杆去库存,去库存没有给供给端创造太多增量,而电商之间的厮杀内卷纯属内耗,无非你多点我少点,你少点我多点的增速区别。当然从整个GDP来看,还是有增幅的,只是去库存占大头,产能目前完全打不满,效益远不如疫情前甚至是疫情期间。 因此,互联网、文娱复苏,更多跟吃喝玩乐有关,真正大件耐用品、汽车、住房消费还是弱的。这才是问题的关键。<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>","listText":"经济是复苏了吗? 财报季进行中,包括阿里、京东、百度、快手、美团、网易以及唯品会、爱奇艺、哔哩哔哩、腾讯音乐、猫眼等在内的互联网平台均已发布2023年二季度业绩,业绩都非常好,尤其前几个大厂一个比一个利润高,同比大增。 有人就问了,说好的经济衰退呢,这不是都复苏了吗?诚然,你要说吃喝玩乐相关的服务型行业复苏是合理的,今年的实际消费状况表现得也很明显,但是电商平台都增长了啊! why? 通过我们的各项政策及经济表象也看得出,整个经济都在去杠杆,收缩资产负债表,房地产行业首当其冲,老百姓上赶着提前还房贷更是当前市场上的一个极具代表性的行为。 那么,其实工业制造业也一样。工业制造业企业也在去杠杆去库存,去库存没有给供给端创造太多增量,而电商之间的厮杀内卷纯属内耗,无非你多点我少点,你少点我多点的增速区别。当然从整个GDP来看,还是有增幅的,只是去库存占大头,产能目前完全打不满,效益远不如疫情前甚至是疫情期间。 因此,互联网、文娱复苏,更多跟吃喝玩乐有关,真正大件耐用品、汽车、住房消费还是弱的。这才是问题的关键。<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>","text":"经济是复苏了吗? 财报季进行中,包括阿里、京东、百度、快手、美团、网易以及唯品会、爱奇艺、哔哩哔哩、腾讯音乐、猫眼等在内的互联网平台均已发布2023年二季度业绩,业绩都非常好,尤其前几个大厂一个比一个利润高,同比大增。 有人就问了,说好的经济衰退呢,这不是都复苏了吗?诚然,你要说吃喝玩乐相关的服务型行业复苏是合理的,今年的实际消费状况表现得也很明显,但是电商平台都增长了啊! why? 通过我们的各项政策及经济表象也看得出,整个经济都在去杠杆,收缩资产负债表,房地产行业首当其冲,老百姓上赶着提前还房贷更是当前市场上的一个极具代表性的行为。 那么,其实工业制造业也一样。工业制造业企业也在去杠杆去库存,去库存没有给供给端创造太多增量,而电商之间的厮杀内卷纯属内耗,无非你多点我少点,你少点我多点的增速区别。当然从整个GDP来看,还是有增幅的,只是去库存占大头,产能目前完全打不满,效益远不如疫情前甚至是疫情期间。 因此,互联网、文娱复苏,更多跟吃喝玩乐有关,真正大件耐用品、汽车、住房消费还是弱的。这才是问题的关键。$美团-W(03690)$ $阿里巴巴(BABA)$ $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212397666042000","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212538675163288,"gmtCreate":1692929128131,"gmtModify":1692929128970,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坚持住230块的价位","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坚持住230块的价位","text":"$特斯拉(TSLA)$ 坚持住230块的价位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212538675163288","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212538976395384,"gmtCreate":1692929109235,"gmtModify":1692929110058,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HIMX\">$奇景光电(HIMX)$ </a>还有很大的下跌空间","listText":"<a href=\"https://laohu8.com/S/HIMX\">$奇景光电(HIMX)$ </a>还有很大的下跌空间","text":"$奇景光电(HIMX)$ 还有很大的下跌空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212538976395384","isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204213771325480,"gmtCreate":1690862931162,"gmtModify":1690862932310,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02469\">$粉笔(02469)$ </a>开始买上来了,今天的北水购买力还是很强势,K线趋势很好","listText":"<a href=\"https://laohu8.com/S/02469\">$粉笔(02469)$ </a>开始买上来了,今天的北水购买力还是很强势,K线趋势很好","text":"$粉笔(02469)$ 开始买上来了,今天的北水购买力还是很强势,K线趋势很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204213771325480","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201942886146312,"gmtCreate":1690338492354,"gmtModify":1690338493518,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02469\">$粉笔(02469)$ </a>今天资金都在主动流入扫货,这段时间粉笔的股价已经稳了!","listText":"<a href=\"https://laohu8.com/S/02469\">$粉笔(02469)$ </a>今天资金都在主动流入扫货,这段时间粉笔的股价已经稳了!","text":"$粉笔(02469)$ 今天资金都在主动流入扫货,这段时间粉笔的股价已经稳了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201942886146312","isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187288192192688,"gmtCreate":1686750649949,"gmtModify":1686750651589,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>继续冲,连续涨了差不多一个月咯,但现在三块多的股价依然是低估了","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>继续冲,连续涨了差不多一个月咯,但现在三块多的股价依然是低估了","text":"$叮咚买菜(DDL)$ 继续冲,连续涨了差不多一个月咯,但现在三块多的股价依然是低估了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187288192192688","isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652815521,"gmtCreate":1684414764664,"gmtModify":1684414766112,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"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/652815521","repostId":"652098243","repostType":1,"repost":{"id":652098243,"gmtCreate":1684135498482,"gmtModify":1684135979819,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"马斯克启动“印钞机”,特斯拉降价更有底气了?","htmlText":"特斯拉加速锂供应链的垂直整合。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> “你不可能亏钱的,这就像是一张印钞许可证。”2022年7月特斯拉财报会上,CEO马斯克再次敦促企业家们进入锂精炼业务。他曾表示,锂元素本身并不短缺,地球上的锂几乎无处不在,但锂的提炼是电动汽车整个供应链中最慢的环节。马斯克已经不止一次呼吁加大对锂矿的投资,“能不能请更多人进入锂电行业?你喜欢印钞票吗?那么锂业务是为你准备的。”呼吁了半天,他干脆自己下场开干了。北美时间5月8日,马斯克开着一辆Cybertruck,出席了特斯拉得克萨斯州Corpus Christi锂精炼厂的奠基仪式。该工厂计划在2024年完成建设,并且在一年之后实现全速产能,目标是为100万辆车提供车用级锂。届时,它将成为北美最大的锂加工厂。“我们希望大家知道,电动汽车行业发展最大的瓶颈,将是车用级锂的供应能力。”马斯克表示。打通锂产业链马斯克进军锂矿业务的想法,至少可以追溯到2020年9月特斯拉电池日。当时,特斯拉宣布已经在美国内华达州取得1万英亩含锂黏土层的矿产开采权。2022年4月,他在自己的推特账号上发起了牢骚:“锂价已经涨到疯狂的水平!特斯拉或许不得不直接展开大规模的开采和精炼业务,除非成本压力有所缓解。”经过几个月的权衡,特斯拉定下了在得州建一座锂精炼厂的计划。这座锂精炼厂占地1200多英亩,一旦完工,就代表特斯拉在得州西南部的投资超过1亿美元。“这项投资对我们加速世界向可持续能源过渡的使命至关重要,也代表了我们积极增加北美地区电池级氢氧化锂供应的努力。”特斯拉在官网写道。特斯拉还希望未来该工厂的设施也能处理其他中间锂原料,包括回收的电池和制造业废料。建设工作将创造近1000个建筑工作岗位,工厂将雇用250多名全职员工,包括生产技术人员、运营经理和工程人员,以支持","listText":"特斯拉加速锂供应链的垂直整合。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> “你不可能亏钱的,这就像是一张印钞许可证。”2022年7月特斯拉财报会上,CEO马斯克再次敦促企业家们进入锂精炼业务。他曾表示,锂元素本身并不短缺,地球上的锂几乎无处不在,但锂的提炼是电动汽车整个供应链中最慢的环节。马斯克已经不止一次呼吁加大对锂矿的投资,“能不能请更多人进入锂电行业?你喜欢印钞票吗?那么锂业务是为你准备的。”呼吁了半天,他干脆自己下场开干了。北美时间5月8日,马斯克开着一辆Cybertruck,出席了特斯拉得克萨斯州Corpus Christi锂精炼厂的奠基仪式。该工厂计划在2024年完成建设,并且在一年之后实现全速产能,目标是为100万辆车提供车用级锂。届时,它将成为北美最大的锂加工厂。“我们希望大家知道,电动汽车行业发展最大的瓶颈,将是车用级锂的供应能力。”马斯克表示。打通锂产业链马斯克进军锂矿业务的想法,至少可以追溯到2020年9月特斯拉电池日。当时,特斯拉宣布已经在美国内华达州取得1万英亩含锂黏土层的矿产开采权。2022年4月,他在自己的推特账号上发起了牢骚:“锂价已经涨到疯狂的水平!特斯拉或许不得不直接展开大规模的开采和精炼业务,除非成本压力有所缓解。”经过几个月的权衡,特斯拉定下了在得州建一座锂精炼厂的计划。这座锂精炼厂占地1200多英亩,一旦完工,就代表特斯拉在得州西南部的投资超过1亿美元。“这项投资对我们加速世界向可持续能源过渡的使命至关重要,也代表了我们积极增加北美地区电池级氢氧化锂供应的努力。”特斯拉在官网写道。特斯拉还希望未来该工厂的设施也能处理其他中间锂原料,包括回收的电池和制造业废料。建设工作将创造近1000个建筑工作岗位,工厂将雇用250多名全职员工,包括生产技术人员、运营经理和工程人员,以支持","text":"特斯拉加速锂供应链的垂直整合。 $特斯拉(TSLA)$ “你不可能亏钱的,这就像是一张印钞许可证。”2022年7月特斯拉财报会上,CEO马斯克再次敦促企业家们进入锂精炼业务。他曾表示,锂元素本身并不短缺,地球上的锂几乎无处不在,但锂的提炼是电动汽车整个供应链中最慢的环节。马斯克已经不止一次呼吁加大对锂矿的投资,“能不能请更多人进入锂电行业?你喜欢印钞票吗?那么锂业务是为你准备的。”呼吁了半天,他干脆自己下场开干了。北美时间5月8日,马斯克开着一辆Cybertruck,出席了特斯拉得克萨斯州Corpus Christi锂精炼厂的奠基仪式。该工厂计划在2024年完成建设,并且在一年之后实现全速产能,目标是为100万辆车提供车用级锂。届时,它将成为北美最大的锂加工厂。“我们希望大家知道,电动汽车行业发展最大的瓶颈,将是车用级锂的供应能力。”马斯克表示。打通锂产业链马斯克进军锂矿业务的想法,至少可以追溯到2020年9月特斯拉电池日。当时,特斯拉宣布已经在美国内华达州取得1万英亩含锂黏土层的矿产开采权。2022年4月,他在自己的推特账号上发起了牢骚:“锂价已经涨到疯狂的水平!特斯拉或许不得不直接展开大规模的开采和精炼业务,除非成本压力有所缓解。”经过几个月的权衡,特斯拉定下了在得州建一座锂精炼厂的计划。这座锂精炼厂占地1200多英亩,一旦完工,就代表特斯拉在得州西南部的投资超过1亿美元。“这项投资对我们加速世界向可持续能源过渡的使命至关重要,也代表了我们积极增加北美地区电池级氢氧化锂供应的努力。”特斯拉在官网写道。特斯拉还希望未来该工厂的设施也能处理其他中间锂原料,包括回收的电池和制造业废料。建设工作将创造近1000个建筑工作岗位,工厂将雇用250多名全职员工,包括生产技术人员、运营经理和工程人员,以支持","images":[{"img":"https://static.tigerbbs.com/2a12c550603567d3b0bc739dc3139478","width":"1080","height":"608"},{"img":"https://static.tigerbbs.com/d4e4bf3ce2f17ce8981de3300b55f730","width":"1080","height":"340"},{"img":"https://static.tigerbbs.com/b93b838273efc29fb3b2ac55d337717b","width":"1080","height":"640"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652098243","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652815291,"gmtCreate":1684414755314,"gmtModify":1684414756784,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw 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点上方,距离东证指数收于 1990 年以来的最高水平仅一步之遥。5月12日,我在推特发布了日经225指数正式启动上涨的推文,至5月18日上涨超过1300点,精准把握了趋势启动点。图片图片日经225指数周三上涨 0.84%,收于 30093.59 点,本季度涨幅达到 7.32%。相比之下,标准普尔 500 指数上涨不到 1%,Stoxx Europe 600 指数上涨不到 2%。图片日本股市不久前因对日本央行将货币政策正常化的错误猜测而受到重创(剧透警告:拥有超过 100% GDP 的日本国债的日本央行将永远无法正常化,恶性通货膨胀一直是最后的结局)上田最近确认日本仍将是最宽松的发达国家,即使这意味着通胀继续走高,日元再次暴跌也让他们受益匪浅。由于预计现状不会改变,许多人预测涨势将继续:高盛和麦格理集团的策略师表示,牛市的理由是充分的,因为公司治理改革将提高估值,而宽松的货币政策会增加顺风。与此同时,长期受通货紧缩困扰的经济,随着经济活动的加速,价格压力正在回升——这一组合使其有别于令美国和欧洲发达国家陷入窒息的滞胀困境。麦格理资本证券(Macquarie Capital Securities)日本研究副主管尼尔·纽曼(Neil Newman)表示:“我们现在已经进入了日本两到三年的牛市期,这是有支撑力的。”。“日本有广度和深度,流动性很好,而且现在企业盈利看起来很稳定,这将引起进一步的关注。”高盛策略师 Kazunori Tatebe 和 Bruce Kirk 在一份报告中写道,对此类结构性变化的预","listText":"本文来自:纵横 WALL STREET当每个人都在关注美国股市最近的走势时,或者更确切地说,由于 0DTE 的波动抑制似乎将标准普尔指数永久冻结在 4100-4150 区间内…图片... 真正的走势发生在日本,日经 225 指数自 2021 年 9 月以来首次收于 30,000 点上方,距离东证指数收于 1990 年以来的最高水平仅一步之遥。5月12日,我在推特发布了日经225指数正式启动上涨的推文,至5月18日上涨超过1300点,精准把握了趋势启动点。图片图片日经225指数周三上涨 0.84%,收于 30093.59 点,本季度涨幅达到 7.32%。相比之下,标准普尔 500 指数上涨不到 1%,Stoxx Europe 600 指数上涨不到 2%。图片日本股市不久前因对日本央行将货币政策正常化的错误猜测而受到重创(剧透警告:拥有超过 100% GDP 的日本国债的日本央行将永远无法正常化,恶性通货膨胀一直是最后的结局)上田最近确认日本仍将是最宽松的发达国家,即使这意味着通胀继续走高,日元再次暴跌也让他们受益匪浅。由于预计现状不会改变,许多人预测涨势将继续:高盛和麦格理集团的策略师表示,牛市的理由是充分的,因为公司治理改革将提高估值,而宽松的货币政策会增加顺风。与此同时,长期受通货紧缩困扰的经济,随着经济活动的加速,价格压力正在回升——这一组合使其有别于令美国和欧洲发达国家陷入窒息的滞胀困境。麦格理资本证券(Macquarie Capital Securities)日本研究副主管尼尔·纽曼(Neil Newman)表示:“我们现在已经进入了日本两到三年的牛市期,这是有支撑力的。”。“日本有广度和深度,流动性很好,而且现在企业盈利看起来很稳定,这将引起进一步的关注。”高盛策略师 Kazunori Tatebe 和 Bruce Kirk 在一份报告中写道,对此类结构性变化的预","text":"本文来自:纵横 WALL STREET当每个人都在关注美国股市最近的走势时,或者更确切地说,由于 0DTE 的波动抑制似乎将标准普尔指数永久冻结在 4100-4150 区间内…图片... 真正的走势发生在日本,日经 225 指数自 2021 年 9 月以来首次收于 30,000 点上方,距离东证指数收于 1990 年以来的最高水平仅一步之遥。5月12日,我在推特发布了日经225指数正式启动上涨的推文,至5月18日上涨超过1300点,精准把握了趋势启动点。图片图片日经225指数周三上涨 0.84%,收于 30093.59 点,本季度涨幅达到 7.32%。相比之下,标准普尔 500 指数上涨不到 1%,Stoxx Europe 600 指数上涨不到 2%。图片日本股市不久前因对日本央行将货币政策正常化的错误猜测而受到重创(剧透警告:拥有超过 100% GDP 的日本国债的日本央行将永远无法正常化,恶性通货膨胀一直是最后的结局)上田最近确认日本仍将是最宽松的发达国家,即使这意味着通胀继续走高,日元再次暴跌也让他们受益匪浅。由于预计现状不会改变,许多人预测涨势将继续:高盛和麦格理集团的策略师表示,牛市的理由是充分的,因为公司治理改革将提高估值,而宽松的货币政策会增加顺风。与此同时,长期受通货紧缩困扰的经济,随着经济活动的加速,价格压力正在回升——这一组合使其有别于令美国和欧洲发达国家陷入窒息的滞胀困境。麦格理资本证券(Macquarie Capital Securities)日本研究副主管尼尔·纽曼(Neil Newman)表示:“我们现在已经进入了日本两到三年的牛市期,这是有支撑力的。”。“日本有广度和深度,流动性很好,而且现在企业盈利看起来很稳定,这将引起进一步的关注。”高盛策略师 Kazunori Tatebe 和 Bruce Kirk 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</a>近年来,愈演愈烈的公考热潮正成为一大社会现象。相应地,公考培训机构亦有增长趋势。","text":"$粉笔(02469)$ 近年来,愈演愈烈的公考热潮正成为一大社会现象。相应地,公考培训机构亦有增长趋势。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212539402645648","isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212539142099120,"gmtCreate":1692929153571,"gmtModify":1692929154757,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"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/212539142099120","repostId":"212277253677104","repostType":1,"repost":{"id":212277253677104,"gmtCreate":1692857811728,"gmtModify":1692858095127,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"英伟达暴利狂飙,碾压预期!木头姐再次卖飞,你怎么看?","htmlText":"英伟达财报又一次惊艳市场!在周三收盘前, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 股价便上涨3.17%,在亮眼的财报后,盘后股价更是涨超6.5%在AI热潮激发的需求带动下,英伟达的利润继续爆表,且游戏业务重回增长。二季度英伟达营收135.07亿美元,同比翻倍,远高于市场预期的110亿美元!英伟达给出的下季度指引也非常强劲,预计下季度将实现160亿美元的收入,再次大幅超过市场预期的125亿美元。然而在市场的一片欢欣鼓舞中,有一位朋友的心情可能并不会那么阳光。那就是我们又双叒叕卖飞英伟达的木头姐(Cathie Wood)[流泪]。木头姐的 <a href=\"https://laohu8.com/S/ARKW\">$ARK Next Generation Internet ETF(ARKW)$</a>在周二卖出了价值100多万美元的英伟达股票。不知道各位虎友还记不记得,木头姐曾在今年1月时平仓其持有的3.7万股英伟达股票。在1月后,受人工智能推动,英伟达的股价扶摇直上,木头姐完美错过了英伟达的暴涨红利[捂脸]英伟达在1月后踏上暴涨之路木头姐早在2019年3月时就持有超过230万股英伟达股票,如果一直持有的话,按照周三的收盘价计算,这一头寸价值近11亿美元[喷血]目前木头姐的两个规模较小ETF仍然持有英伟达的股票。她曾表示,当ARKK出售英伟达股份时,她认为英伟达的高估值是不合理的,英伟达的预期市盈率超过25倍,估值已经过高。但是作为特斯拉的铁血多头,她还是认为,目前特斯拉的预期市盈率更合理,是人工智能领域“最近突破的最明显受益者”。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的目标是到2030年,“自动驾驶”的潜在市场总收入达到8万亿至10万亿美元。The","listText":"英伟达财报又一次惊艳市场!在周三收盘前, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 股价便上涨3.17%,在亮眼的财报后,盘后股价更是涨超6.5%在AI热潮激发的需求带动下,英伟达的利润继续爆表,且游戏业务重回增长。二季度英伟达营收135.07亿美元,同比翻倍,远高于市场预期的110亿美元!英伟达给出的下季度指引也非常强劲,预计下季度将实现160亿美元的收入,再次大幅超过市场预期的125亿美元。然而在市场的一片欢欣鼓舞中,有一位朋友的心情可能并不会那么阳光。那就是我们又双叒叕卖飞英伟达的木头姐(Cathie Wood)[流泪]。木头姐的 <a href=\"https://laohu8.com/S/ARKW\">$ARK Next Generation Internet ETF(ARKW)$</a>在周二卖出了价值100多万美元的英伟达股票。不知道各位虎友还记不记得,木头姐曾在今年1月时平仓其持有的3.7万股英伟达股票。在1月后,受人工智能推动,英伟达的股价扶摇直上,木头姐完美错过了英伟达的暴涨红利[捂脸]英伟达在1月后踏上暴涨之路木头姐早在2019年3月时就持有超过230万股英伟达股票,如果一直持有的话,按照周三的收盘价计算,这一头寸价值近11亿美元[喷血]目前木头姐的两个规模较小ETF仍然持有英伟达的股票。她曾表示,当ARKK出售英伟达股份时,她认为英伟达的高估值是不合理的,英伟达的预期市盈率超过25倍,估值已经过高。但是作为特斯拉的铁血多头,她还是认为,目前特斯拉的预期市盈率更合理,是人工智能领域“最近突破的最明显受益者”。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的目标是到2030年,“自动驾驶”的潜在市场总收入达到8万亿至10万亿美元。The","text":"英伟达财报又一次惊艳市场!在周三收盘前, $英伟达(NVDA)$ 股价便上涨3.17%,在亮眼的财报后,盘后股价更是涨超6.5%在AI热潮激发的需求带动下,英伟达的利润继续爆表,且游戏业务重回增长。二季度英伟达营收135.07亿美元,同比翻倍,远高于市场预期的110亿美元!英伟达给出的下季度指引也非常强劲,预计下季度将实现160亿美元的收入,再次大幅超过市场预期的125亿美元。然而在市场的一片欢欣鼓舞中,有一位朋友的心情可能并不会那么阳光。那就是我们又双叒叕卖飞英伟达的木头姐(Cathie Wood)[流泪]。木头姐的 $ARK Next Generation Internet ETF(ARKW)$在周二卖出了价值100多万美元的英伟达股票。不知道各位虎友还记不记得,木头姐曾在今年1月时平仓其持有的3.7万股英伟达股票。在1月后,受人工智能推动,英伟达的股价扶摇直上,木头姐完美错过了英伟达的暴涨红利[捂脸]英伟达在1月后踏上暴涨之路木头姐早在2019年3月时就持有超过230万股英伟达股票,如果一直持有的话,按照周三的收盘价计算,这一头寸价值近11亿美元[喷血]目前木头姐的两个规模较小ETF仍然持有英伟达的股票。她曾表示,当ARKK出售英伟达股份时,她认为英伟达的高估值是不合理的,英伟达的预期市盈率超过25倍,估值已经过高。但是作为特斯拉的铁血多头,她还是认为,目前特斯拉的预期市盈率更合理,是人工智能领域“最近突破的最明显受益者”。 $特斯拉(TSLA)$ 的目标是到2030年,“自动驾驶”的潜在市场总收入达到8万亿至10万亿美元。The","images":[{"img":"https://static.tigerbbs.com/7602e9d2df06c5dee0d3a6b36e7aad40","width":"560","height":"240"},{"img":"https://static.tigerbbs.com/08d2e998a34aa2881bad8c69c4bf8fed","width":"1118","height":"375"},{"img":"https://static.tigerbbs.com/58c19215ca03b451879bfef72563b1bd","width":"805","height":"471"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212277253677104","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"vote":{"id":2829,"gmtBegin":1692857894538,"gmtEnd":1693462669343,"type":1,"upper":1,"title":"你认为英伟达还会继续上涨吗?","choices":[{"id":10351,"sort":1,"name":"还会继续涨","userSize":37,"voted":false},{"id":10352,"sort":2,"name":"目前股价已高估","userSize":33,"voted":false}]},"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212538827968728,"gmtCreate":1692929140959,"gmtModify":1692929142297,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"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/212538827968728","repostId":"212397666042000","repostType":1,"repost":{"id":212397666042000,"gmtCreate":1692894612441,"gmtModify":1692896473443,"author":{"id":"3526437230772528","authorId":"3526437230772528","name":"躺平指数","avatar":"https://static.tigerbbs.com/c500a27501e73e9bde05437de1974e50","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3526437230772528","authorIdStr":"3526437230772528"},"themes":[],"htmlText":"经济是复苏了吗? 财报季进行中,包括阿里、京东、百度、快手、美团、网易以及唯品会、爱奇艺、哔哩哔哩、腾讯音乐、猫眼等在内的互联网平台均已发布2023年二季度业绩,业绩都非常好,尤其前几个大厂一个比一个利润高,同比大增。 有人就问了,说好的经济衰退呢,这不是都复苏了吗?诚然,你要说吃喝玩乐相关的服务型行业复苏是合理的,今年的实际消费状况表现得也很明显,但是电商平台都增长了啊! why? 通过我们的各项政策及经济表象也看得出,整个经济都在去杠杆,收缩资产负债表,房地产行业首当其冲,老百姓上赶着提前还房贷更是当前市场上的一个极具代表性的行为。 那么,其实工业制造业也一样。工业制造业企业也在去杠杆去库存,去库存没有给供给端创造太多增量,而电商之间的厮杀内卷纯属内耗,无非你多点我少点,你少点我多点的增速区别。当然从整个GDP来看,还是有增幅的,只是去库存占大头,产能目前完全打不满,效益远不如疫情前甚至是疫情期间。 因此,互联网、文娱复苏,更多跟吃喝玩乐有关,真正大件耐用品、汽车、住房消费还是弱的。这才是问题的关键。<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>","listText":"经济是复苏了吗? 财报季进行中,包括阿里、京东、百度、快手、美团、网易以及唯品会、爱奇艺、哔哩哔哩、腾讯音乐、猫眼等在内的互联网平台均已发布2023年二季度业绩,业绩都非常好,尤其前几个大厂一个比一个利润高,同比大增。 有人就问了,说好的经济衰退呢,这不是都复苏了吗?诚然,你要说吃喝玩乐相关的服务型行业复苏是合理的,今年的实际消费状况表现得也很明显,但是电商平台都增长了啊! why? 通过我们的各项政策及经济表象也看得出,整个经济都在去杠杆,收缩资产负债表,房地产行业首当其冲,老百姓上赶着提前还房贷更是当前市场上的一个极具代表性的行为。 那么,其实工业制造业也一样。工业制造业企业也在去杠杆去库存,去库存没有给供给端创造太多增量,而电商之间的厮杀内卷纯属内耗,无非你多点我少点,你少点我多点的增速区别。当然从整个GDP来看,还是有增幅的,只是去库存占大头,产能目前完全打不满,效益远不如疫情前甚至是疫情期间。 因此,互联网、文娱复苏,更多跟吃喝玩乐有关,真正大件耐用品、汽车、住房消费还是弱的。这才是问题的关键。<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>","text":"经济是复苏了吗? 财报季进行中,包括阿里、京东、百度、快手、美团、网易以及唯品会、爱奇艺、哔哩哔哩、腾讯音乐、猫眼等在内的互联网平台均已发布2023年二季度业绩,业绩都非常好,尤其前几个大厂一个比一个利润高,同比大增。 有人就问了,说好的经济衰退呢,这不是都复苏了吗?诚然,你要说吃喝玩乐相关的服务型行业复苏是合理的,今年的实际消费状况表现得也很明显,但是电商平台都增长了啊! why? 通过我们的各项政策及经济表象也看得出,整个经济都在去杠杆,收缩资产负债表,房地产行业首当其冲,老百姓上赶着提前还房贷更是当前市场上的一个极具代表性的行为。 那么,其实工业制造业也一样。工业制造业企业也在去杠杆去库存,去库存没有给供给端创造太多增量,而电商之间的厮杀内卷纯属内耗,无非你多点我少点,你少点我多点的增速区别。当然从整个GDP来看,还是有增幅的,只是去库存占大头,产能目前完全打不满,效益远不如疫情前甚至是疫情期间。 因此,互联网、文娱复苏,更多跟吃喝玩乐有关,真正大件耐用品、汽车、住房消费还是弱的。这才是问题的关键。$美团-W(03690)$ $阿里巴巴(BABA)$ $拼多多(PDD)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212397666042000","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212538675163288,"gmtCreate":1692929128131,"gmtModify":1692929128970,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坚持住230块的价位","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>坚持住230块的价位","text":"$特斯拉(TSLA)$ 坚持住230块的价位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212538675163288","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212538976395384,"gmtCreate":1692929109235,"gmtModify":1692929110058,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HIMX\">$奇景光电(HIMX)$ </a>还有很大的下跌空间","listText":"<a href=\"https://laohu8.com/S/HIMX\">$奇景光电(HIMX)$ </a>还有很大的下跌空间","text":"$奇景光电(HIMX)$ 还有很大的下跌空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212538976395384","isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204213771325480,"gmtCreate":1690862931162,"gmtModify":1690862932310,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02469\">$粉笔(02469)$ </a>开始买上来了,今天的北水购买力还是很强势,K线趋势很好","listText":"<a href=\"https://laohu8.com/S/02469\">$粉笔(02469)$ </a>开始买上来了,今天的北水购买力还是很强势,K线趋势很好","text":"$粉笔(02469)$ 开始买上来了,今天的北水购买力还是很强势,K线趋势很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204213771325480","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201942886146312,"gmtCreate":1690338492354,"gmtModify":1690338493518,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02469\">$粉笔(02469)$ </a>今天资金都在主动流入扫货,这段时间粉笔的股价已经稳了!","listText":"<a href=\"https://laohu8.com/S/02469\">$粉笔(02469)$ </a>今天资金都在主动流入扫货,这段时间粉笔的股价已经稳了!","text":"$粉笔(02469)$ 今天资金都在主动流入扫货,这段时间粉笔的股价已经稳了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201942886146312","isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187288192192688,"gmtCreate":1686750649949,"gmtModify":1686750651589,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>继续冲,连续涨了差不多一个月咯,但现在三块多的股价依然是低估了","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>继续冲,连续涨了差不多一个月咯,但现在三块多的股价依然是低估了","text":"$叮咚买菜(DDL)$ 继续冲,连续涨了差不多一个月咯,但现在三块多的股价依然是低估了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187288192192688","isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652815521,"gmtCreate":1684414764664,"gmtModify":1684414766112,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"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/652815521","repostId":"652098243","repostType":1,"repost":{"id":652098243,"gmtCreate":1684135498482,"gmtModify":1684135979819,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"马斯克启动“印钞机”,特斯拉降价更有底气了?","htmlText":"特斯拉加速锂供应链的垂直整合。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> “你不可能亏钱的,这就像是一张印钞许可证。”2022年7月特斯拉财报会上,CEO马斯克再次敦促企业家们进入锂精炼业务。他曾表示,锂元素本身并不短缺,地球上的锂几乎无处不在,但锂的提炼是电动汽车整个供应链中最慢的环节。马斯克已经不止一次呼吁加大对锂矿的投资,“能不能请更多人进入锂电行业?你喜欢印钞票吗?那么锂业务是为你准备的。”呼吁了半天,他干脆自己下场开干了。北美时间5月8日,马斯克开着一辆Cybertruck,出席了特斯拉得克萨斯州Corpus Christi锂精炼厂的奠基仪式。该工厂计划在2024年完成建设,并且在一年之后实现全速产能,目标是为100万辆车提供车用级锂。届时,它将成为北美最大的锂加工厂。“我们希望大家知道,电动汽车行业发展最大的瓶颈,将是车用级锂的供应能力。”马斯克表示。打通锂产业链马斯克进军锂矿业务的想法,至少可以追溯到2020年9月特斯拉电池日。当时,特斯拉宣布已经在美国内华达州取得1万英亩含锂黏土层的矿产开采权。2022年4月,他在自己的推特账号上发起了牢骚:“锂价已经涨到疯狂的水平!特斯拉或许不得不直接展开大规模的开采和精炼业务,除非成本压力有所缓解。”经过几个月的权衡,特斯拉定下了在得州建一座锂精炼厂的计划。这座锂精炼厂占地1200多英亩,一旦完工,就代表特斯拉在得州西南部的投资超过1亿美元。“这项投资对我们加速世界向可持续能源过渡的使命至关重要,也代表了我们积极增加北美地区电池级氢氧化锂供应的努力。”特斯拉在官网写道。特斯拉还希望未来该工厂的设施也能处理其他中间锂原料,包括回收的电池和制造业废料。建设工作将创造近1000个建筑工作岗位,工厂将雇用250多名全职员工,包括生产技术人员、运营经理和工程人员,以支持","listText":"特斯拉加速锂供应链的垂直整合。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> “你不可能亏钱的,这就像是一张印钞许可证。”2022年7月特斯拉财报会上,CEO马斯克再次敦促企业家们进入锂精炼业务。他曾表示,锂元素本身并不短缺,地球上的锂几乎无处不在,但锂的提炼是电动汽车整个供应链中最慢的环节。马斯克已经不止一次呼吁加大对锂矿的投资,“能不能请更多人进入锂电行业?你喜欢印钞票吗?那么锂业务是为你准备的。”呼吁了半天,他干脆自己下场开干了。北美时间5月8日,马斯克开着一辆Cybertruck,出席了特斯拉得克萨斯州Corpus Christi锂精炼厂的奠基仪式。该工厂计划在2024年完成建设,并且在一年之后实现全速产能,目标是为100万辆车提供车用级锂。届时,它将成为北美最大的锂加工厂。“我们希望大家知道,电动汽车行业发展最大的瓶颈,将是车用级锂的供应能力。”马斯克表示。打通锂产业链马斯克进军锂矿业务的想法,至少可以追溯到2020年9月特斯拉电池日。当时,特斯拉宣布已经在美国内华达州取得1万英亩含锂黏土层的矿产开采权。2022年4月,他在自己的推特账号上发起了牢骚:“锂价已经涨到疯狂的水平!特斯拉或许不得不直接展开大规模的开采和精炼业务,除非成本压力有所缓解。”经过几个月的权衡,特斯拉定下了在得州建一座锂精炼厂的计划。这座锂精炼厂占地1200多英亩,一旦完工,就代表特斯拉在得州西南部的投资超过1亿美元。“这项投资对我们加速世界向可持续能源过渡的使命至关重要,也代表了我们积极增加北美地区电池级氢氧化锂供应的努力。”特斯拉在官网写道。特斯拉还希望未来该工厂的设施也能处理其他中间锂原料,包括回收的电池和制造业废料。建设工作将创造近1000个建筑工作岗位,工厂将雇用250多名全职员工,包括生产技术人员、运营经理和工程人员,以支持","text":"特斯拉加速锂供应链的垂直整合。 $特斯拉(TSLA)$ “你不可能亏钱的,这就像是一张印钞许可证。”2022年7月特斯拉财报会上,CEO马斯克再次敦促企业家们进入锂精炼业务。他曾表示,锂元素本身并不短缺,地球上的锂几乎无处不在,但锂的提炼是电动汽车整个供应链中最慢的环节。马斯克已经不止一次呼吁加大对锂矿的投资,“能不能请更多人进入锂电行业?你喜欢印钞票吗?那么锂业务是为你准备的。”呼吁了半天,他干脆自己下场开干了。北美时间5月8日,马斯克开着一辆Cybertruck,出席了特斯拉得克萨斯州Corpus Christi锂精炼厂的奠基仪式。该工厂计划在2024年完成建设,并且在一年之后实现全速产能,目标是为100万辆车提供车用级锂。届时,它将成为北美最大的锂加工厂。“我们希望大家知道,电动汽车行业发展最大的瓶颈,将是车用级锂的供应能力。”马斯克表示。打通锂产业链马斯克进军锂矿业务的想法,至少可以追溯到2020年9月特斯拉电池日。当时,特斯拉宣布已经在美国内华达州取得1万英亩含锂黏土层的矿产开采权。2022年4月,他在自己的推特账号上发起了牢骚:“锂价已经涨到疯狂的水平!特斯拉或许不得不直接展开大规模的开采和精炼业务,除非成本压力有所缓解。”经过几个月的权衡,特斯拉定下了在得州建一座锂精炼厂的计划。这座锂精炼厂占地1200多英亩,一旦完工,就代表特斯拉在得州西南部的投资超过1亿美元。“这项投资对我们加速世界向可持续能源过渡的使命至关重要,也代表了我们积极增加北美地区电池级氢氧化锂供应的努力。”特斯拉在官网写道。特斯拉还希望未来该工厂的设施也能处理其他中间锂原料,包括回收的电池和制造业废料。建设工作将创造近1000个建筑工作岗位,工厂将雇用250多名全职员工,包括生产技术人员、运营经理和工程人员,以支持","images":[{"img":"https://static.tigerbbs.com/2a12c550603567d3b0bc739dc3139478","width":"1080","height":"608"},{"img":"https://static.tigerbbs.com/d4e4bf3ce2f17ce8981de3300b55f730","width":"1080","height":"340"},{"img":"https://static.tigerbbs.com/b93b838273efc29fb3b2ac55d337717b","width":"1080","height":"640"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652098243","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652815291,"gmtCreate":1684414755314,"gmtModify":1684414756784,"author":{"id":"4144212179103470","authorId":"4144212179103470","name":"泪btw Nick","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144212179103470","authorIdStr":"4144212179103470"},"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/652815291","repostId":"652170924","repostType":1,"repost":{"id":652170924,"gmtCreate":1684391823069,"gmtModify":1684391850736,"author":{"id":"3572493257500324","authorId":"3572493257500324","name":"顾明喆","avatar":"https://static.tigerbbs.com/198fea2e3b9227e1abf821ce14ae4176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572493257500324","authorIdStr":"3572493257500324"},"themes":[],"title":"日本股市狂飙背后的力量","htmlText":"本文来自:纵横 WALL STREET当每个人都在关注美国股市最近的走势时,或者更确切地说,由于 0DTE 的波动抑制似乎将标准普尔指数永久冻结在 4100-4150 区间内…图片... 真正的走势发生在日本,日经 225 指数自 2021 年 9 月以来首次收于 30,000 点上方,距离东证指数收于 1990 年以来的最高水平仅一步之遥。5月12日,我在推特发布了日经225指数正式启动上涨的推文,至5月18日上涨超过1300点,精准把握了趋势启动点。图片图片日经225指数周三上涨 0.84%,收于 30093.59 点,本季度涨幅达到 7.32%。相比之下,标准普尔 500 指数上涨不到 1%,Stoxx Europe 600 指数上涨不到 2%。图片日本股市不久前因对日本央行将货币政策正常化的错误猜测而受到重创(剧透警告:拥有超过 100% GDP 的日本国债的日本央行将永远无法正常化,恶性通货膨胀一直是最后的结局)上田最近确认日本仍将是最宽松的发达国家,即使这意味着通胀继续走高,日元再次暴跌也让他们受益匪浅。由于预计现状不会改变,许多人预测涨势将继续:高盛和麦格理集团的策略师表示,牛市的理由是充分的,因为公司治理改革将提高估值,而宽松的货币政策会增加顺风。与此同时,长期受通货紧缩困扰的经济,随着经济活动的加速,价格压力正在回升——这一组合使其有别于令美国和欧洲发达国家陷入窒息的滞胀困境。麦格理资本证券(Macquarie Capital Securities)日本研究副主管尼尔·纽曼(Neil Newman)表示:“我们现在已经进入了日本两到三年的牛市期,这是有支撑力的。”。“日本有广度和深度,流动性很好,而且现在企业盈利看起来很稳定,这将引起进一步的关注。”高盛策略师 Kazunori Tatebe 和 Bruce Kirk 在一份报告中写道,对此类结构性变化的预","listText":"本文来自:纵横 WALL STREET当每个人都在关注美国股市最近的走势时,或者更确切地说,由于 0DTE 的波动抑制似乎将标准普尔指数永久冻结在 4100-4150 区间内…图片... 真正的走势发生在日本,日经 225 指数自 2021 年 9 月以来首次收于 30,000 点上方,距离东证指数收于 1990 年以来的最高水平仅一步之遥。5月12日,我在推特发布了日经225指数正式启动上涨的推文,至5月18日上涨超过1300点,精准把握了趋势启动点。图片图片日经225指数周三上涨 0.84%,收于 30093.59 点,本季度涨幅达到 7.32%。相比之下,标准普尔 500 指数上涨不到 1%,Stoxx Europe 600 指数上涨不到 2%。图片日本股市不久前因对日本央行将货币政策正常化的错误猜测而受到重创(剧透警告:拥有超过 100% GDP 的日本国债的日本央行将永远无法正常化,恶性通货膨胀一直是最后的结局)上田最近确认日本仍将是最宽松的发达国家,即使这意味着通胀继续走高,日元再次暴跌也让他们受益匪浅。由于预计现状不会改变,许多人预测涨势将继续:高盛和麦格理集团的策略师表示,牛市的理由是充分的,因为公司治理改革将提高估值,而宽松的货币政策会增加顺风。与此同时,长期受通货紧缩困扰的经济,随着经济活动的加速,价格压力正在回升——这一组合使其有别于令美国和欧洲发达国家陷入窒息的滞胀困境。麦格理资本证券(Macquarie Capital Securities)日本研究副主管尼尔·纽曼(Neil Newman)表示:“我们现在已经进入了日本两到三年的牛市期,这是有支撑力的。”。“日本有广度和深度,流动性很好,而且现在企业盈利看起来很稳定,这将引起进一步的关注。”高盛策略师 Kazunori Tatebe 和 Bruce Kirk 在一份报告中写道,对此类结构性变化的预","text":"本文来自:纵横 WALL STREET当每个人都在关注美国股市最近的走势时,或者更确切地说,由于 0DTE 的波动抑制似乎将标准普尔指数永久冻结在 4100-4150 区间内…图片... 真正的走势发生在日本,日经 225 指数自 2021 年 9 月以来首次收于 30,000 点上方,距离东证指数收于 1990 年以来的最高水平仅一步之遥。5月12日,我在推特发布了日经225指数正式启动上涨的推文,至5月18日上涨超过1300点,精准把握了趋势启动点。图片图片日经225指数周三上涨 0.84%,收于 30093.59 点,本季度涨幅达到 7.32%。相比之下,标准普尔 500 指数上涨不到 1%,Stoxx Europe 600 指数上涨不到 2%。图片日本股市不久前因对日本央行将货币政策正常化的错误猜测而受到重创(剧透警告:拥有超过 100% GDP 的日本国债的日本央行将永远无法正常化,恶性通货膨胀一直是最后的结局)上田最近确认日本仍将是最宽松的发达国家,即使这意味着通胀继续走高,日元再次暴跌也让他们受益匪浅。由于预计现状不会改变,许多人预测涨势将继续:高盛和麦格理集团的策略师表示,牛市的理由是充分的,因为公司治理改革将提高估值,而宽松的货币政策会增加顺风。与此同时,长期受通货紧缩困扰的经济,随着经济活动的加速,价格压力正在回升——这一组合使其有别于令美国和欧洲发达国家陷入窒息的滞胀困境。麦格理资本证券(Macquarie Capital Securities)日本研究副主管尼尔·纽曼(Neil Newman)表示:“我们现在已经进入了日本两到三年的牛市期,这是有支撑力的。”。“日本有广度和深度,流动性很好,而且现在企业盈利看起来很稳定,这将引起进一步的关注。”高盛策略师 Kazunori Tatebe 和 Bruce Kirk 在一份报告中写道,对此类结构性变化的预","images":[{"img":"https://static.tigerbbs.com/4ed9e038de045675f0fc52f6c4c05160","width":"1080","height":"569"},{"img":"https://static.tigerbbs.com/e4959774267467f8277a1d4df1604310","width":"1080","height":"571"},{"img":"https://static.tigerbbs.com/251758b131d02bf740cdbb8439a4fa5f","width":"1080","height":"608"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652170924","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}