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liupeng
2021-09-21
骗子!!!信誉崩塌,什么都不行了!!
抱歉,原内容已删除
liupeng
2020-06-05
不错的知识
liupeng
2023-02-06
这篇文章不错,转发给大家看看
抱歉,原内容已删除
liupeng
2021-09-20
厉害了,大佬就是这样
liupeng
2021-07-16
好好看看
抱歉,原内容已删除
liupeng
2021-07-16
这篇文章不错,转发给大家看看
@gugu:2021年上半年复盘:不愿意持有1年以上的票,就不要买入
liupeng
2020-10-26
这篇文章不错,转发给大家看看
抱歉,原内容已删除
liupeng
2020-06-05
好知识,值得分享
去老虎APP查看更多动态
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html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>许家印中秋致信恒大全员:全力以赴履行好社会责任</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n许家印中秋致信恒大全员:全力以赴履行好社会责任\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-21 10:06 北京时间 <a href=http://hk.eastmoney.com/a/202109212110999354_0.html><strong>乐居财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月21日中秋节,一封许家印写给恒大全体员工的“家书”曝光。在信中,许家印深情感谢员工的辛苦付出,向员工家属致敬,并坚信恒大一定能尽快走出至暗时刻,加快推进全面复工复产,实现“保交楼”目标,向购房者、投资者、合作伙伴和金融机构交出一份敢担当、负责任的答卷。\n附:许家印“家书”全文\n各级领导、各位同事:\n值此中秋佳节,我衷心祝愿你们及家人节日快乐、阖家安康!向仍然奋战在复工复产第一线的全体员工致以最...</p>\n\n<a href=\"http://hk.eastmoney.com/a/202109212110999354_0.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/00b07da4062e585448ca1db5a4d21326","relate_stocks":{"161912":"社会责任","03333":"中国恒大"},"source_url":"http://hk.eastmoney.com/a/202109212110999354_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169682459","content_text":"9月21日中秋节,一封许家印写给恒大全体员工的“家书”曝光。在信中,许家印深情感谢员工的辛苦付出,向员工家属致敬,并坚信恒大一定能尽快走出至暗时刻,加快推进全面复工复产,实现“保交楼”目标,向购房者、投资者、合作伙伴和金融机构交出一份敢担当、负责任的答卷。\n附:许家印“家书”全文\n各级领导、各位同事:\n值此中秋佳节,我衷心祝愿你们及家人节日快乐、阖家安康!向仍然奋战在复工复产第一线的全体员工致以最诚挚的问候!\n当前,公司遇到了前所未有的巨大困难,全体恒大员工都经受着从未有过的严峻挑战。各级领导排除万难、身先士卒、没日没夜,是保障公司大局稳定的中流砥柱。在这里,我向大家致以最真诚的感谢,向支持你们、默默承受了巨大牺牲的家人致以最崇高的敬意!\n一直以来,我为公司拥有一支忠心耿耿、任劳任怨、不计得失的恒大铁军,感到无比自豪。我坚信,恒大人永不服输、越挫越强的精神,是我们战胜一切困难的力量之源!我更加坚信,通过各级领导和全体员工的共同努力、艰苦奋斗,恒大一定能尽快走出至暗时刻,一定能加快推进全面复工复产,一定能实现“保交楼”的重大目标,向购房者、投资者、合作伙伴和金融机构交出一份敢担当、负责任的答卷。\n人心齐,泰山移!同事们,让我们更加紧密团结起来,以百折不挠的勇气,坚韧不拔的精神,全力以赴履行好我们的社会责任,共同创造美好的未来!\n许家印\n2021年9月21日","news_type":1},"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860179873,"gmtCreate":1632148663992,"gmtModify":1632148663992,"author":{"id":"87043599011556","authorId":"87043599011556","authorIdStr":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556"},"themes":[],"htmlText":"厉害了,大佬就是这样","listText":"厉害了,大佬就是这样","text":"厉害了,大佬就是这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860179873","isVote":1,"tweetType":1,"viewCount":2099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170113507,"gmtCreate":1626411301209,"gmtModify":1626411301209,"author":{"id":"87043599011556","authorId":"87043599011556","authorIdStr":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556"},"themes":[],"htmlText":"好好看看","listText":"好好看看","text":"好好看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170113507","repostId":"2103137137","repostType":2,"repost":{"id":"2103137137","pubTimestamp":1610658000,"share":"https://www.laohu8.com/m/news/2103137137?lang=&edition=full","pubTime":"2021-01-15 05:00","market":"hk","language":"zh","title":"A股第四家千亿市值光伏公司诞生背后:机构“抱团”,泡沫几何?","url":"https://stock-news.laohu8.com/highlight/detail?id=2103137137","media":"曹恩惠","summary":"作为A股第四家跻身千亿市值的光伏公司,中环股份今年以来股价涨幅处于A股光伏板块前列,并于1月13日盘中市值高达1014亿元。但眼下,二级市场对于以光伏为代表的新能源公司股价泡沫争论四起。多空对决之下,部分光伏龙头公司面临估值调整压力。","content":"<div>\n<p>1月14日,中环股份(002129.SZ)没能延续前一个交易日的强势,股价遭遇调整。截至收盘,该公司报收30.15元/股,跌幅6.77%,总市值为914亿元。同日股价回调的还有隆基股份(601012.SH)、通威股份(600438.SH),两大光伏龙头股最近两个交易日股价持续下跌。作为A股第四家跻身千亿市值的光伏公司,中环股份今年以来股价涨幅处于A股光伏板块前列,并于1月13日盘中市值高达1014...</p>\n\n<a href=\"http://www.21jingji.com/2021/1-15/0OMDEzODFfMTYyMDA0OA.html\">Web Link</a>\n\n</div>\n","source":"21jingji_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA股第四家千亿市值光伏公司诞生背后:机构“抱团”,泡沫几何?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-15 05:00 北京时间 <a href=http://www.21jingji.com/2021/1-15/0OMDEzODFfMTYyMDA0OA.html><strong>曹恩惠</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月14日,中环股份(002129.SZ)没能延续前一个交易日的强势,股价遭遇调整。截至收盘,该公司报收30.15元/股,跌幅6.77%,总市值为914亿元。同日股价回调的还有隆基股份(601012.SH)、通威股份(600438.SH),两大光伏龙头股最近两个交易日股价持续下跌。作为A股第四家跻身千亿市值的光伏公司,中环股份今年以来股价涨幅处于A股光伏板块前列,并于1月13日盘中市值高达1014...</p>\n\n<a href=\"http://www.21jingji.com/2021/1-15/0OMDEzODFfMTYyMDA0OA.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.21jingji.com/uploadfile/cover/20210115/202101150033561989_small.jpg","relate_stocks":{"300274":"阳光电源","600438":"通威股份","601012":"隆基绿能","603185":"弘元绿能","002129":"TCL中环"},"source_url":"http://www.21jingji.com/2021/1-15/0OMDEzODFfMTYyMDA0OA.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2103137137","content_text":"1月14日,中环股份(002129.SZ)没能延续前一个交易日的强势,股价遭遇调整。截至收盘,该公司报收30.15元/股,跌幅6.77%,总市值为914亿元。同日股价回调的还有隆基股份(601012.SH)、通威股份(600438.SH),两大光伏龙头股最近两个交易日股价持续下跌。作为A股第四家跻身千亿市值的光伏公司,中环股份今年以来股价涨幅处于A股光伏板块前列,并于1月13日盘中市值高达1014亿元。但眼下,二级市场对于以光伏为代表的新能源公司股价泡沫争论四起。多空对决之下,部分光伏龙头公司面临估值调整压力。“过去一年股价涨幅较大,光伏龙头公司股价短期回调是可以预见的事情。”一位新能源行业分析师告诉21世纪经济报道记者,光伏概念在2020年的A股市场“风头出尽”,部分龙头股股价涨幅更是翻倍,但股价过快上涨正在“透支”着公司估值。值得注意的是,龙头光伏企业股价大幅上涨的背后,机构抱团成为主要驱动力。Wind统计数据显示,以截至2020年三季度末的持股情况为例,隆基股份、通威股份、中环股份等均呈现较为明显的机构扎堆持股的特征。近期,二级市场对于以光伏为代表的新能源公司股价泡沫争论四起。IC photo机构抱团千亿龙头近期,A股两极分化的市场行情让不小投资者嗅到了“危机”。“大部分个股没有怎么上涨,但大盘指数一路飙升,显然不合理。”有投资人士对21世纪经济报道记者表示,不少龙头股市值屡创新高,机构赚得盆满钵满,但大部分散户投资者却叫苦不迭。作为2020年A股最受关注的概念板块,光伏板块可谓一枝独秀。21世纪经济报道记者统计发现,去年全年,共计20家A股光伏公司股价涨幅超过100%。这其中,阳光电源(300274.SZ)、锦浪科技(300763.SZ)、迈为股份(300751.SZ)股价累计涨幅居前三位,分别为589.16%、515.83%、380.58%。此外,热门龙头股隆基股份、晶澳科技(002459.SZ)涨幅超过200%,而通威股份、中环股份涨幅也超过100%。但近期光伏龙头股回调的股价走势似乎发出预警,股价过快上涨所造成的估值压力逐渐显现。1月14日,隆基股份跌幅超过6%,盘中股价更是一度跌破100元,这也使得这家目前全球市值最高的光伏企业,最新市值明显缩水。隆基股份是一只不折不扣的“机构抱团股”。Wind提供的数据显示,截至去年三季度末,共计814家机构(或机构产品,下同)持有隆基股份11.24亿股流通股,占该公司流通股比例的29.83%。值得注意的是,隆基股份目前全部股本悉数为流通股,超过七成股份为可自由流通股。这意味着,可自由流通股份中40%的数量掌握在机构手中。然而,在去年第二季度,机构持有的隆基股份数量更甚,持股数量占流通股比例为36.34%,近一半可自由流通股均由机构所持。而在机构持股所引发的狂热效应下,隆基股份在第三季度实现了自2016年以来的最大单季度涨幅,达84.16%。且股价不断创下新高之时,也造就了“财富狂欢”。在第三季度持股比例下降的情况,机构截至三季度末的持股市值为842.87亿元,较第二季度末增加285.27亿元。另一家千亿市值的光伏公司通威股份,机构抱团的特征更为明显。截至2020年第三季度末,309家机构持有的通威股份流通股比例为67.56%,持股市值达769.97亿元。在第二季度末,机构持有通威股份流通股比例一度高达73.69%。且随着三季度股价大涨,机构的持股市值在减持中却同样增长。截至三季度末,机构持股市值较第二季度增加了220.81亿元。事实上,21世纪经济报道记者统计发现,A股光伏板块存在多只“机构抱团股”。除隆基股份、通威股份之外,正泰电器(601877.SH)、福斯特(603806.SH)、易事特(300376.SZ)等多只光伏股的机构持股比例(占流通股)均超过60%。这其中,机构在2020年第三季度末持有正泰电器、福斯特的市值分别为427.06亿元、364.29亿元,仓位较重。值得一提的是,于去年第四季度跻身千亿市值行列的阳光电源却是机构抱团股中的后进者。与隆基股份、通威股份相比,阳光电源虽然在去年前三季度累计股价涨幅不小,但其真正爆发的时间点却发生在第四季度。Wind数据显示,截至去年第三季度末,机构持有阳光电源流通股的比例为27.04%,持股市值仅80.59亿元。但在第四季度,机构持股比例大幅上升,这从沪深港通持股变化中可以体现。截至今年1月13日,阳光电源的持股结构中沪深港通系统持股所占可自由流通的股本比例为9.43%,创下近一年来的新高。光伏龙头股价“泡沫”争议百亿私募宁泉资产近日的一份内部沟通信,引发了多空双方对包括光伏在内新能源股票的“泡沫”争论。“我们不认为现在是投资光伏、锂电、电动汽车的股票的好时机了。”宁泉资产称,该机构已经逐步退出新能源的相关股票,“因为目前的性价比对投资者已经很不友好。”“也许个别强大且幸运的领先企业可以通过时间来化解估值,成为最终真正的王者,但大多数被爆炒的新能源股票恐怕未来只能以股价的大幅下跌来消化估值了。”宁泉资产认为。但随即,多头方代表、老牌私募神农投资总经理陈宇发文“回击”:“光伏,新能源,智能车都是产业突围的新方向。不把钱投给他们投给谁?不让他们有泡沫让谁有泡沫?”并建议投资者保持对智能电动车、人工智能、新能源光伏、生物医药、半导体与军工等行业龙头公司的关注。然而,事实在于,随着光伏龙头股票在2020年持续上涨,机构整体都在降低仓位。Wind提供的数据显示,截至2020年第三季度末,隆基股份、通威股份、正泰电器、福斯特、中环股份、阳光电源等龙头光伏公司的机构持股比例不断下降。“目前龙头公司整体估值处在相对高位,这一轮结构牛行情中,市场选出的公司确实是治理非常优秀的公司,基本面非常稳定。”明星基金经理谢治宇近期在直播中认为,如果当下估值偏高,接下来的演进路线可能是需要花时间去消化估值。不过,有机构人士对21世纪经济报道记者表示,机构在未来行情中依然会精选龙头股,“即便短期部分股票因估值回调,但后面还是会买进。”Wind光伏指数(884045.WI)显示,截至1月14日,该指数整体市盈率为51.1倍,远高于沪深指数的市盈率数值。这其中,市盈率超过70倍的光伏公司共计16家,上机数控(603185.SH)、阳光电源、中环股份等最新市盈率均已超过80倍。“高股价最终还需要业绩去支撑。”前述新能源行业分析师告诉21世纪经济报道记者,资本市场对光伏龙头公司的预期会反映到股价上去,但如果预期过高,泡沫出现,落差产生,也同样会反哺到股价上。以上机数控为例,作为2020年光伏行业的黑马公司,上机数控在过去一年斩获了数百亿订单,一举跻身国内光伏行业一线硅片供应商。2020年11月份,天合光能、东方日升先后与上机数控签署五年单晶硅片长单供货协议,累计合同金额超过216亿元。巨额的订单点燃了上机数控的股价,去年第四季度,该公司股价累计涨幅90.97%,并于近日创下历史新高。但股价过快上涨之后,上机数控的市盈率已经飙升至92.8倍。1月14日,该公司股价跌停。 \n 返回21经济首页>>","news_type":1},"isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147437908,"gmtCreate":1626376829004,"gmtModify":1626376829004,"author":{"id":"87043599011556","authorId":"87043599011556","authorIdStr":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556"},"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/147437908","repostId":"144321171","repostType":1,"repost":{"id":144321171,"gmtCreate":1626269270393,"gmtModify":1626344323035,"author":{"id":"387611620380","authorId":"387611620380","authorIdStr":"387611620380","name":"gugu","avatar":"https://static.laohu8.com/tiger_upload_file_1449509381.png","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"387611620380"},"themes":[],"title":"2021年上半年复盘:不愿意持有1年以上的票,就不要买入","htmlText":"上半年A股账户盈利4%,老虎账户盈利11.5%。盈利结果,符合预期。A股消费一直高位盘整,中免股价冲高后回落了,中概表现也不好,只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ,受益于各国芯片制造的竞赛,21年Q1收入增长79%,净利103亿人民币,同比增长240%,今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%,利润增长19%,上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散,现在中国、美国、韩国和日本,都在发力建设晶圆厂。台积电一直认为,中国芯片制作落后了5年;美国工程师人员工资太高,芯片价格没有竞争力;台积电最大竞争对手是三星。芯片代工生产的终局,让我们一起拭目以待。美股龙头盈利增速,完全能支撑股价的涨幅。股价比较实!!! 国内经济上半年最大亮点是出口增长迅猛,消费却一直低迷。除了消费的增长乏力之外,消费股的高估也让投资者却步,整体板块一直盘整中。我的中免也就一直在调整中,只有个别持续有高增长的消费板块,比如医美、ai服务机器人(扫地机器人),受到资金的追捧。医美,我觉得风险比较大,这个板块的里面的龙头企业,无法挡住领域新晋者,华东医药等靠代理海外肉毒素和玻尿酸产品,也杀入这个赛道,哪家公司是最后的幸存者很难预判。中免盘整一下挺好,风险更低,年前最后一个交日易2月10日那日摸到7500亿市值,那是我估算2022年的合理市值。再要是涨上去,就要止盈了。作为个人投资者,我不希望手中的股票太火,最好每年慢慢涨,拿的时间越长,才能赚得更多。 这次重点复盘了账户的逐笔交易,上半年一共交易32个票,但实际上","listText":"上半年A股账户盈利4%,老虎账户盈利11.5%。盈利结果,符合预期。A股消费一直高位盘整,中免股价冲高后回落了,中概表现也不好,只有美股依旧牛气。 我一直拿着芯片上游龙头<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ,受益于各国芯片制造的竞赛,21年Q1收入增长79%,净利103亿人民币,同比增长240%,今年上半年股价涨了38%。而<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 收入增长16%,利润增长19%,上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散,现在中国、美国、韩国和日本,都在发力建设晶圆厂。台积电一直认为,中国芯片制作落后了5年;美国工程师人员工资太高,芯片价格没有竞争力;台积电最大竞争对手是三星。芯片代工生产的终局,让我们一起拭目以待。美股龙头盈利增速,完全能支撑股价的涨幅。股价比较实!!! 国内经济上半年最大亮点是出口增长迅猛,消费却一直低迷。除了消费的增长乏力之外,消费股的高估也让投资者却步,整体板块一直盘整中。我的中免也就一直在调整中,只有个别持续有高增长的消费板块,比如医美、ai服务机器人(扫地机器人),受到资金的追捧。医美,我觉得风险比较大,这个板块的里面的龙头企业,无法挡住领域新晋者,华东医药等靠代理海外肉毒素和玻尿酸产品,也杀入这个赛道,哪家公司是最后的幸存者很难预判。中免盘整一下挺好,风险更低,年前最后一个交日易2月10日那日摸到7500亿市值,那是我估算2022年的合理市值。再要是涨上去,就要止盈了。作为个人投资者,我不希望手中的股票太火,最好每年慢慢涨,拿的时间越长,才能赚得更多。 这次重点复盘了账户的逐笔交易,上半年一共交易32个票,但实际上","text":"上半年A股账户盈利4%,老虎账户盈利11.5%。盈利结果,符合预期。A股消费一直高位盘整,中免股价冲高后回落了,中概表现也不好,只有美股依旧牛气。 我一直拿着芯片上游龙头$阿斯麦(ASML)$ ,受益于各国芯片制造的竞赛,21年Q1收入增长79%,净利103亿人民币,同比增长240%,今年上半年股价涨了38%。而$台积电(TSM)$ 收入增长16%,利润增长19%,上半年股价涨了10%。去年英特尔芯片代工交给台积电的传闻早已烟消云散,现在中国、美国、韩国和日本,都在发力建设晶圆厂。台积电一直认为,中国芯片制作落后了5年;美国工程师人员工资太高,芯片价格没有竞争力;台积电最大竞争对手是三星。芯片代工生产的终局,让我们一起拭目以待。美股龙头盈利增速,完全能支撑股价的涨幅。股价比较实!!! 国内经济上半年最大亮点是出口增长迅猛,消费却一直低迷。除了消费的增长乏力之外,消费股的高估也让投资者却步,整体板块一直盘整中。我的中免也就一直在调整中,只有个别持续有高增长的消费板块,比如医美、ai服务机器人(扫地机器人),受到资金的追捧。医美,我觉得风险比较大,这个板块的里面的龙头企业,无法挡住领域新晋者,华东医药等靠代理海外肉毒素和玻尿酸产品,也杀入这个赛道,哪家公司是最后的幸存者很难预判。中免盘整一下挺好,风险更低,年前最后一个交日易2月10日那日摸到7500亿市值,那是我估算2022年的合理市值。再要是涨上去,就要止盈了。作为个人投资者,我不希望手中的股票太火,最好每年慢慢涨,拿的时间越长,才能赚得更多。 这次重点复盘了账户的逐笔交易,上半年一共交易32个票,但实际上","images":[{"img":"https://static.tigerbbs.com/499e15eeecc30df0598698c9d28f155d","width":"640","height":"356"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144321171","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301538352,"gmtCreate":1603679999376,"gmtModify":1703830325362,"author":{"id":"87043599011556","authorId":"87043599011556","authorIdStr":"87043599011556","name":"liupeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"87043599011556"},"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/301538352","repostId":"2068794111","repostType":2,"repost":{"id":"2068794111","pubTimestamp":1600371984,"share":"https://www.laohu8.com/m/news/2068794111?lang=&edition=full","pubTime":"2020-09-18 03:46","market":"us","language":"zh","title":"两只大放异彩的超级增长股","url":"https://stock-news.laohu8.com/highlight/detail?id=2068794111","media":"金融界网站","summary":"许多高增长的科技公司股价最近都狂牛上身。投资者对于收入激增和业务稳健无不流口水,争相追捧这类股票。如果您因为这批增长股近期大升特升,开始留意这类颠覆行业的公司,那么值得看看以下两只优质股: Twili","content":"<html><body><article><p>许多高增长的科技公司股价最近都狂牛上身。投资者对于收入激增和业务稳健无不流口水,争相追捧这类股票。如果您因为这批增长股近期大升特升,开始留意这类颠覆行业的公司,那么值得看看以下两只优质股: Twilio和 Roku。</p><p>Twilio 专门为开发商提供云端通讯工具和服务, Roku 则是美国电视作业系统的龙头。这两只增长股的业务模式都是历久不衰。另外,各自的市场都有广阔发展潜力。</p><p><strong>Twilio</strong></p><p>您使用Lyft 、Airbnb、Yelp和Shopify 等公司的服务时,可有想过相关通讯工具背后的技术来自哪里?这个领域的市场龙头就是 Twilio,专门为刚刚提过的客户提供核心通讯技术。Twilio为全球许多大型科技公司提供各式各样的数码通讯工具,包括自动短讯(SMS)、语音和视像聊天、即时通讯等等。</p><p>Twilio为客户提供的服务有两类收费模式:定期月费和预付特定服务,业务模式在规模上享有灵活弹性。公司可利用已有的技术,吸引新客户,同时在现有客户身上推动收入增加。</p><p>Twilio第一季收入按年增长57%,活跃客户帐户增长23% 。另外,收入净扩张率(dollar-based net expansion rate)达143% ,相当强劲,同样带动收入节节上升。该数字属于重要指标,比较公司同一批客户去年贡献的总收入。如果不计算公司收购的电邮通讯公司SendGrid带来的收入升幅,该数字在第一季则为135%。</p><p><strong>Roku</strong></p><p>联网电视,或互联网电视,过去十年高速发展。联网电视在消费者中间迅速普及,一看就知 NETFlix 是大赢家,已经家传户晓。但未来十年,联网电视市场将会更加成熟,将有一家规模较小的公司大大受惠,这就是: Roku 。</p><p>Roku已是美国最大的联网电视平台,估计约有1亿观众,Roku已成为所有串流媒体服务必选的重要平台。另外,有一点跟Netflix不同,无论是按需点播订阅服务(SVOD),或是含广告点播(AVOD),这两种服务的发展都对 Roku有利,因为Roku的业务模式,可同时对平台上的订阅服务和广告抽佣。</p><p>Roku的收入一直在急升,第一季按年增长55% 。眼见企业都要关闭,各地实施社交隔离,以致企业的营销支出可能大减,所以Roku的收入增长预计将会放缓,但由于公司在这个新兴市场占尽优势,享有龙头地位,随着 SVOD 市场不断发展,而营销商逐步将广告预算从传统电视转到串流电视,Roku长远增长空间广阔。</p><p>未来几星期,投资者将会看到两家公司的最新业绩。Twilio 计划在8月4日公布第二季业绩,而Roku就会在第二日公布季绩。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n两只大放异彩的超级增长股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-18 03:46 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009180346327969cc2b&s=b><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>许多高增长的科技公司股价最近都狂牛上身。投资者对于收入激增和业务稳健无不流口水,争相追捧这类股票。如果您因为这批增长股近期大升特升,开始留意这类颠覆行业的公司,那么值得看看以下两只优质股: Twilio和 Roku。Twilio 专门为开发商提供云端通讯工具和服务, Roku 则是美国电视作业系统的龙头。这两只增长股的业务模式都是历久不衰。另外,各自的市场都有广阔发展潜力。Twilio您使用...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009180346327969cc2b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6696a7804fc125e32c38f848d97c02f7","relate_stocks":{"TWLO":"Twilio Inc","ROKU":"Roku Inc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009180346327969cc2b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2068794111","content_text":"许多高增长的科技公司股价最近都狂牛上身。投资者对于收入激增和业务稳健无不流口水,争相追捧这类股票。如果您因为这批增长股近期大升特升,开始留意这类颠覆行业的公司,那么值得看看以下两只优质股: Twilio和 Roku。Twilio 专门为开发商提供云端通讯工具和服务, Roku 则是美国电视作业系统的龙头。这两只增长股的业务模式都是历久不衰。另外,各自的市场都有广阔发展潜力。Twilio您使用Lyft 、Airbnb、Yelp和Shopify 等公司的服务时,可有想过相关通讯工具背后的技术来自哪里?这个领域的市场龙头就是 Twilio,专门为刚刚提过的客户提供核心通讯技术。Twilio为全球许多大型科技公司提供各式各样的数码通讯工具,包括自动短讯(SMS)、语音和视像聊天、即时通讯等等。Twilio为客户提供的服务有两类收费模式:定期月费和预付特定服务,业务模式在规模上享有灵活弹性。公司可利用已有的技术,吸引新客户,同时在现有客户身上推动收入增加。Twilio第一季收入按年增长57%,活跃客户帐户增长23% 。另外,收入净扩张率(dollar-based net expansion rate)达143% ,相当强劲,同样带动收入节节上升。该数字属于重要指标,比较公司同一批客户去年贡献的总收入。如果不计算公司收购的电邮通讯公司SendGrid带来的收入升幅,该数字在第一季则为135%。Roku联网电视,或互联网电视,过去十年高速发展。联网电视在消费者中间迅速普及,一看就知 NETFlix 是大赢家,已经家传户晓。但未来十年,联网电视市场将会更加成熟,将有一家规模较小的公司大大受惠,这就是: Roku 。Roku已是美国最大的联网电视平台,估计约有1亿观众,Roku已成为所有串流媒体服务必选的重要平台。另外,有一点跟Netflix不同,无论是按需点播订阅服务(SVOD),或是含广告点播(AVOD),这两种服务的发展都对 Roku有利,因为Roku的业务模式,可同时对平台上的订阅服务和广告抽佣。Roku的收入一直在急升,第一季按年增长55% 。眼见企业都要关闭,各地实施社交隔离,以致企业的营销支出可能大减,所以Roku的收入增长预计将会放缓,但由于公司在这个新兴市场占尽优势,享有龙头地位,随着 SVOD 市场不断发展,而营销商逐步将广告预算从传统电视转到串流电视,Roku长远增长空间广阔。未来几星期,投资者将会看到两家公司的最新业绩。Twilio 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