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junge
2017-07-15
$阿里巴巴(BABA)$ Finally一年翻倍
junge
2017-04-10
$阿里巴巴(BABA)$ 还是长期投资省心
junge
2017-06-09
$阿里巴巴(BABA)$ 这个头像太搞笑了
junge
2016-05-07
#期权不归路# 第一次尝试买了一份$谷歌A(GOOGL)$ 的期权合约,720call,0506到期1手(成本3$ ),也就是昨天。结果google周五收盘价是725,如果我昨天没有卖出合约,会自动行权吗?可是我的账户是没有足够资金买入100股google的。那还是会自动放弃,那我会损失所有的权利金吗?谢谢解答疑问。
junge
2017-08-23
$阿里巴巴(BABA)$ 养老金又多了。。
junge
2016-08-13
100股阿里20年后用来养老可以么?
$阿里巴巴(BABA)$ 100股阿里20年后,能值多少钱? #不服来战#
100股阿里20年后用来养老可以么?
junge
2017-08-31
#港股从未如此简单# #老虎美股节# $腾讯控股(00700)$ $阿里巴巴(BABA)$ 持有正股半年的收益曲线,都这样交易,老虎是不是亏死了😂
junge
2018-01-25
买call,到期价内,也会自动行权?
$阿里巴巴(BABA)$自动行权过了一个礼拜才发现,手上多了一手阿里的正股。 不是到期都不用管吗?老虎也没啥提示,看交易交路还是在pc端的TW才看到的 有虎友发生过同样的事情吗
买call,到期价内,也会自动行权?
junge
2020-08-21
$特斯拉(TSLA)$
为什么特斯拉大涨,然而这个深度虚值的看跌期权也大涨了?波动率上升很多,这个。怎么解释呢
junge
2020-10-23
港股期权可以交易了吗?看到
$腾讯控股(00700)$
腾讯也有期权了,怎么买卖按钮都是灰的呢。长期持有正股,我想卖covered call提高收益啊
junge
2017-08-30
$腾讯控股(00700)$ 我不贪,这样的操作,一个月来一次就好😂
junge
2018-01-11
$腾讯控股(00700)$什么时候发财报?哪里可以查
junge
2017-09-19
#老虎美股节# $阿里巴巴(BABA)$ 晒半年成绩单,持有阿里和腾讯正股 $腾讯控股(00700)$
junge
2017-08-31
$陌陌(MOMO)$ 这样的陌陌,你们看好不😂
junge
2017-04-13
$腾讯控股(00700)$ 还记得去年6月份才150左右的时候来回折腾,最后还亏了五千。去年11-12月一拨调整的时候,越跌越买,买成了两倍的杠杆,都不知道。然后持有到到现在。其实不折腾就是最好的~
junge
2017-10-10
$贵州茅台(600519)$ 有一手茅台,成本是负的😂
junge
2017-09-01
#期权基础内容# #老虎美股节# $阿里巴巴(BABA)$ 第一次做期权的组合策略,预期巴巴最近会小幅震荡,大家帮我看看,这样的组合怎么样?如果到期日都成了价外期权,我是不是什么操作都不用做?
junge
2017-08-29
$腾讯控股(00700)$ 感觉像在玩游戏,接金币😂
junge
2020-09-14
$腾讯控股(00700)$
涡轮认购到期,一个礼拜了,结算资金在哪里看啊
junge
2019-07-22
$N澜起(688008)$
开盘第一秒就卖了,不看好哈哈
去老虎APP查看更多动态
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call提高收益啊","images":[{"img":"https://static.tigerbbs.com/3e2430e91ddd4760401c6365f3167112","width":"720","height":"1520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/301895509","isVote":1,"tweetType":1,"viewCount":3637,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"idStr":"20727972514030","authorIdStr":"20727972514030"},"content":"用综合账户可以交易","text":"用综合账户可以交易","html":"用综合账户可以交易"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":309881358,"gmtCreate":1602641294774,"gmtModify":1703827252318,"author":{"id":"93354331162830","authorId":"93354331162830","name":"junge","avatar":"https://static.tigerbbs.com/a7a3145296e2706f3e947c621644861a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"93354331162830","authorIdStr":"93354331162830"},"themes":[],"htmlText":"大涨两天,管理层又开始降温灭火了?","listText":"大涨两天,管理层又开始降温灭火了?","text":"大涨两天,管理层又开始降温灭火了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309881358","repostId":"1139235771","repostType":2,"repost":{"id":"1139235771","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1602638050,"share":"https://www.laohu8.com/m/news/1139235771?lang=&edition=full","pubTime":"2020-10-14 09:14","market":"sh","language":"zh","title":"牛市要来,注意吃相","url":"https://stock-news.laohu8.com/highlight/detail?id=1139235771","media":"格隆汇","summary":"先吃一个瓜。\n9月20日,国金证券与国联证券筹划重大重组的消息传出,两只股票停牌。\n“金莲”(金联)证券要来了!金融界一篇沸腾!\n事实上早在前一个周五(9月18日),国金和国联两只股票早已携手涨停。原","content":"<p>先吃一个瓜。</p>\n<p>9月20日,<a href=\"https://laohu8.com/S/600109\">国金证券</a>与<a href=\"https://laohu8.com/S/601456\">国联证券</a>筹划重大重组的消息传出,两只股票停牌。</p>\n<p>“金莲”(金联)证券要来了!<a href=\"https://laohu8.com/S/JRJC\">金融界</a>一篇沸腾!</p>\n<p>事实上早在前一个周五(9月18日),国金和国联两只股票早已携手涨停。原因是尾盘阶段消息已经走漏,资金纷纷抢筹把股价拉上了涨停。</p>\n<p><img src=\"https://static.tigerbbs.com/f3782f205259ef1889e844e99f9cbaba\" tg-width=\"995\" tg-height=\"713\"><img src=\"https://static.tigerbbs.com/548eaf060771d61816d8915a1ab480f6\" tg-width=\"996\" tg-height=\"711\"></p>\n<p>然而等来的是……</p>\n<p>昨晚,<a href=\"https://laohu8.com/S/01456\">国联证券</a>与国金证券发布公告,称终止筹划重大重组,明日复牌。当然复牌之后并没有双双跌停,国联跌了5.9%,国金证券收涨2.8%,盘中一度还冲击涨停。</p>\n<p>对此猜测纷纭。</p>\n<p>有人说是监管层要给突然火爆的行情降降温,但我看更像是一次演砸了的乌龙事件。值得一提的是,从7月份行情突然火爆以来,关于金融机构合并的传闻一直在炒,但到目前为止,没有一个成真的。</p>\n<p>究其根源,今年以来金融板块实在是太惨了,估值低到残,也只能炒并购重组做做股价了。对于这种传闻,我向来的态度都是:不要当真。一当真你就输了。</p>\n<p><b>这两只证券股从合并传闻到最后终止的过程,似乎开了个善意的玩笑(毕竟没跌太狠),但似乎也预示着,这波行情后面还有多少个大雷等着股民。现在天天烈火烹油、收复跌幅、群里收个红包、账户价值创新高……</b><b>凶残的一面也许就要来了。</b></p>\n<p><b>1、翻多</b></p>\n<p>黄金周过后,A股行情迅速升温。以9月30日收盘价计算,到今日收盘,上证综指累计涨幅已经为4.4%,沪深300为5.49%,创业板指涨幅更是高达8.15%!</p>\n<p>黄金周之前,股市一片惨淡,从7月中旬到9月底,两个半月凄凄惨惨戚戚。沪深300还勉强算是在高位震荡,</p>\n<p><img src=\"https://static.tigerbbs.com/084231aa485f8405a6aff5bc0983c2da\" tg-width=\"995\" tg-height=\"567\"></p>\n<p>创业板指则是一浪低过一浪,一副区间下行的熊样儿。</p>\n<p><img src=\"https://static.tigerbbs.com/8affb3de92091f7eb8981cf38051370f\" tg-width=\"994\" tg-height=\"569\"></p>\n<p>分析师则是,节前一副忧心忡忡的样子。“谨慎看多”、“震荡为主”、“年内难有大行情”,说的跟真的似的。然而,黄金周一过,立马两样了。过去说三根阳线改变信仰,现在来看,改变信仰,一根阳线就够了。</p>\n<p><b>2、</b><b>大涨原因</b></p>\n<p>大涨还是有原因的。在我看来有三点。</p>\n<p><b>首先</b>是川普确诊新冠肺炎利空出尽,叠加拜登民调持续走高,外部风险因素有望缓和。</p>\n<p><b>其次</b>是黄金周期间外盘与港股持续大涨,情绪面得到修复。据统计,港股恒生指数在黄金周期间累计涨幅为5%,恒生科技指数累计涨幅9.33%,超过A股创业板指!</p>\n<p><img src=\"https://static.tigerbbs.com/360f008f35136392bfd915c81ae147b1\" tg-width=\"998\" tg-height=\"648\"></p>\n<p><b>第三,</b>可能与“国七条”(《关于进一步提高上市公司质量的意见》)的发布有关。</p>\n<p>有分析把此次的这个“国七条”与2004年的“国九条”以及2014年的“新国九条”相比。那两次之后都爆发了烈火烹油般的大行情,但随后高空坠落更加恐怖。2006年的牛市之后,上证从6214点跌到1664点;2015年的牛市之后,上证从5187跌到2638。</p>\n<p>最近看到一份统计数据,2015年的大行情,85%的人是亏钱的,总共亏损2500亿!而赚钱的只有不到0.5%,其中包括一些机构、以及特别牛逼的散户和个人。来得快、去得更快的“疯牛”,是不折不扣的财富绞肉机!</p>\n<p>所以,这次如果再搞出2006或2015的那种大牛市,我只能说,呵呵了。</p>\n<p><b>3、</b><b>复刻七月行情?</b></p>\n<p>但人心思涨,是很难克服的人性现象。</p>\n<p>一片悲观的情绪中,某个原因,或者不知道是什么原因,突然引爆行情,持续大涨,成交量放大——这种现象在A股并不少见。</p>\n<p>是的,刚刚过去的7月初就上演过一次。</p>\n<p>当时也是经历了一个节假日,行情突然被引爆,配合几乎所有分析员、媒体、自媒体、雪球大V疯狂唱多。开户量激增,券商App宕机,散户韭菜跑步进场……</p>\n<p>但几天之后人们就发现,螳螂捕蝉,黄雀在后。7月16日,超级巨大的IPO登场,抽水机开动,市场一根大阴线干下来,后面剩下的就是震荡,方向全无……</p>\n<p>这次,节假日情绪突然转暖,行情突然火爆,持续大涨,分析员媒体大V集体唱多,这几条因素已经具备。成交量放大、散户跑步进场、以及券商App宕机还没出现。过几天就会出现。</p>\n<p>过了一个假期,如果说有什么改变了,唯一能够改变的就是人们出门旅游,看到许多地方人满为患,表明经济并不是那么差,人们还愿意消费,舍得花钱,所以对经济、乃至对股市的信心增强了。</p>\n<p>还有更重要的,这次也有一个超级巨大的IPO在后面等着……</p>\n<p>也许,这个超级巨大的IPO登场之日,就是这波行情到头之时。话不能说得这么死,但得多加个小心。</p>\n<p><b>4、</b><b>后市怎么看</b></p>\n<p>先说结论:短期看多,中期看淡,长期看多。</p>\n<p><b>短期看多,</b>指的是那个超级IPO之前,市场一定是大涨的,原理参照7月初。</p>\n<p><b>中期看淡,</b>指的是3到6个月内,大行情的可能性不大。为什么?首先是疫情。今天青岛又发现本地确诊病例了,从5月份北京新发地疫情被扑灭,中国大陆本土疫情可以说已经完结了。但青岛又出现了,说明这个病毒极其难以彻底根治。此外全球还在一天大几万的蹭蹭蹭增加,中国很难风景这边独好。</p>\n<p>其次是货币与宏观条件。此前为应对疫情各国放了太多的水,目前货币宏观收紧已经是各国的共识,中国是这一轮最早退出货币宽松的国家。货币收紧的前提下,出现普涨大行情的概率很低。</p>\n<p>此外对于外资流入。前期人民币快速升值,外资流入较快。现在央行下调外汇风险准备金率,对于抑制做多人民币的投机有一定作用。虽然很难说人民币从此进入下行通道,但最起码外资流入的势头会收紧。这也不利于形成股市大行情。</p>\n<p>从周期的角度,目前的宏观、货币、进出口、房地产、金融市场的处境与2010年4月出台“国十条”前后比较接近。当时2008年全球金融危机之后各国放水,带来了一波明显的通胀与资产价格重建;2018年类似的情况发生,随后各国货币宽松,直到疫情期间,放水达到高潮。</p>\n<p>2008-2010,以及2018-2020,这两轮宽松周期类似,都是朱格拉周期中的第一个库存周期。现在是第一库存周期结束前的状态。而进入第二库存周期的触发因素,必须要有新的资本开支目标,说白了,要有至少一个“风口行业”。就上一轮第二库存周期而言,当时的风口就是“大众创业万众创新”、共享经济、小额信贷、以及P2P,当然棚改也算一个。</p>\n<p>这一轮有望启动第二库存周期的技术因素,包括数字货币、物联网、区块链、云计算、新能源、自动驾驶、芯片技术、生物医药等。因此,下一阶段的关注点,应该放到这些“新概念”上面。</p>\n<p>这些“新概念”里面,必定会跑出一大批公司,也会有更大一批公司在残酷的竞争中消亡。到那些跑出的公司开始兑现盈利,形成所谓的一批新的白马股,此时,周期时钟就会敲响第三库存周期。至此,一轮朱格拉资本开支周期走完,酝酿下一场金融危机,时间也许是2030年前后。那时是最后一次检验周金涛预言的时刻。</p>\n<p>按照康波周期的理论,2020-2030这十年,是中国为主导的全球资本开支与技术扩张周期。这期间中国将复刻美国1987到1999的牛市。<b>这是我们长期看多中国股市的原因。</b></p>\n<p><b>5、</b><b>结论</b></p>\n<p>扯远了,还是重复我之前的观点:</p>\n<p><b>只有大多数人不相信是牛市,才是慢牛行情。</b></p>\n<p>“在一次疯狂行情中跑步进场,闭着眼买,不久后被套,然后骂一辈子中国股市。”——这是我跟一个朋友聊天中,提及中国散户亏钱的永恒模式。</p>\n<p>所以,在这波大行情马上来临之际,我还是衷心希望慢一点,别太着急了。不然超级IPO那天,再复刻7月16那天的行情,今年也基本上就交待了。<b>恕我心直口快,如果让大多数股民永远重复这种被收割的模式,在一片怨毒之中,A股多少年也走不出慢牛行情。</b></p>","collect":0,"html":"<!DOCTYPE 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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牛市要来,注意吃相\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2020-10-14 09:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>先吃一个瓜。</p>\n<p>9月20日,<a href=\"https://laohu8.com/S/600109\">国金证券</a>与<a href=\"https://laohu8.com/S/601456\">国联证券</a>筹划重大重组的消息传出,两只股票停牌。</p>\n<p>“金莲”(金联)证券要来了!<a href=\"https://laohu8.com/S/JRJC\">金融界</a>一篇沸腾!</p>\n<p>事实上早在前一个周五(9月18日),国金和国联两只股票早已携手涨停。原因是尾盘阶段消息已经走漏,资金纷纷抢筹把股价拉上了涨停。</p>\n<p><img src=\"https://static.tigerbbs.com/f3782f205259ef1889e844e99f9cbaba\" tg-width=\"995\" tg-height=\"713\"><img src=\"https://static.tigerbbs.com/548eaf060771d61816d8915a1ab480f6\" tg-width=\"996\" tg-height=\"711\"></p>\n<p>然而等来的是……</p>\n<p>昨晚,<a href=\"https://laohu8.com/S/01456\">国联证券</a>与国金证券发布公告,称终止筹划重大重组,明日复牌。当然复牌之后并没有双双跌停,国联跌了5.9%,国金证券收涨2.8%,盘中一度还冲击涨停。</p>\n<p>对此猜测纷纭。</p>\n<p>有人说是监管层要给突然火爆的行情降降温,但我看更像是一次演砸了的乌龙事件。值得一提的是,从7月份行情突然火爆以来,关于金融机构合并的传闻一直在炒,但到目前为止,没有一个成真的。</p>\n<p>究其根源,今年以来金融板块实在是太惨了,估值低到残,也只能炒并购重组做做股价了。对于这种传闻,我向来的态度都是:不要当真。一当真你就输了。</p>\n<p><b>这两只证券股从合并传闻到最后终止的过程,似乎开了个善意的玩笑(毕竟没跌太狠),但似乎也预示着,这波行情后面还有多少个大雷等着股民。现在天天烈火烹油、收复跌幅、群里收个红包、账户价值创新高……</b><b>凶残的一面也许就要来了。</b></p>\n<p><b>1、翻多</b></p>\n<p>黄金周过后,A股行情迅速升温。以9月30日收盘价计算,到今日收盘,上证综指累计涨幅已经为4.4%,沪深300为5.49%,创业板指涨幅更是高达8.15%!</p>\n<p>黄金周之前,股市一片惨淡,从7月中旬到9月底,两个半月凄凄惨惨戚戚。沪深300还勉强算是在高位震荡,</p>\n<p><img src=\"https://static.tigerbbs.com/084231aa485f8405a6aff5bc0983c2da\" tg-width=\"995\" tg-height=\"567\"></p>\n<p>创业板指则是一浪低过一浪,一副区间下行的熊样儿。</p>\n<p><img src=\"https://static.tigerbbs.com/8affb3de92091f7eb8981cf38051370f\" tg-width=\"994\" tg-height=\"569\"></p>\n<p>分析师则是,节前一副忧心忡忡的样子。“谨慎看多”、“震荡为主”、“年内难有大行情”,说的跟真的似的。然而,黄金周一过,立马两样了。过去说三根阳线改变信仰,现在来看,改变信仰,一根阳线就够了。</p>\n<p><b>2、</b><b>大涨原因</b></p>\n<p>大涨还是有原因的。在我看来有三点。</p>\n<p><b>首先</b>是川普确诊新冠肺炎利空出尽,叠加拜登民调持续走高,外部风险因素有望缓和。</p>\n<p><b>其次</b>是黄金周期间外盘与港股持续大涨,情绪面得到修复。据统计,港股恒生指数在黄金周期间累计涨幅为5%,恒生科技指数累计涨幅9.33%,超过A股创业板指!</p>\n<p><img src=\"https://static.tigerbbs.com/360f008f35136392bfd915c81ae147b1\" tg-width=\"998\" tg-height=\"648\"></p>\n<p><b>第三,</b>可能与“国七条”(《关于进一步提高上市公司质量的意见》)的发布有关。</p>\n<p>有分析把此次的这个“国七条”与2004年的“国九条”以及2014年的“新国九条”相比。那两次之后都爆发了烈火烹油般的大行情,但随后高空坠落更加恐怖。2006年的牛市之后,上证从6214点跌到1664点;2015年的牛市之后,上证从5187跌到2638。</p>\n<p>最近看到一份统计数据,2015年的大行情,85%的人是亏钱的,总共亏损2500亿!而赚钱的只有不到0.5%,其中包括一些机构、以及特别牛逼的散户和个人。来得快、去得更快的“疯牛”,是不折不扣的财富绞肉机!</p>\n<p>所以,这次如果再搞出2006或2015的那种大牛市,我只能说,呵呵了。</p>\n<p><b>3、</b><b>复刻七月行情?</b></p>\n<p>但人心思涨,是很难克服的人性现象。</p>\n<p>一片悲观的情绪中,某个原因,或者不知道是什么原因,突然引爆行情,持续大涨,成交量放大——这种现象在A股并不少见。</p>\n<p>是的,刚刚过去的7月初就上演过一次。</p>\n<p>当时也是经历了一个节假日,行情突然被引爆,配合几乎所有分析员、媒体、自媒体、雪球大V疯狂唱多。开户量激增,券商App宕机,散户韭菜跑步进场……</p>\n<p>但几天之后人们就发现,螳螂捕蝉,黄雀在后。7月16日,超级巨大的IPO登场,抽水机开动,市场一根大阴线干下来,后面剩下的就是震荡,方向全无……</p>\n<p>这次,节假日情绪突然转暖,行情突然火爆,持续大涨,分析员媒体大V集体唱多,这几条因素已经具备。成交量放大、散户跑步进场、以及券商App宕机还没出现。过几天就会出现。</p>\n<p>过了一个假期,如果说有什么改变了,唯一能够改变的就是人们出门旅游,看到许多地方人满为患,表明经济并不是那么差,人们还愿意消费,舍得花钱,所以对经济、乃至对股市的信心增强了。</p>\n<p>还有更重要的,这次也有一个超级巨大的IPO在后面等着……</p>\n<p>也许,这个超级巨大的IPO登场之日,就是这波行情到头之时。话不能说得这么死,但得多加个小心。</p>\n<p><b>4、</b><b>后市怎么看</b></p>\n<p>先说结论:短期看多,中期看淡,长期看多。</p>\n<p><b>短期看多,</b>指的是那个超级IPO之前,市场一定是大涨的,原理参照7月初。</p>\n<p><b>中期看淡,</b>指的是3到6个月内,大行情的可能性不大。为什么?首先是疫情。今天青岛又发现本地确诊病例了,从5月份北京新发地疫情被扑灭,中国大陆本土疫情可以说已经完结了。但青岛又出现了,说明这个病毒极其难以彻底根治。此外全球还在一天大几万的蹭蹭蹭增加,中国很难风景这边独好。</p>\n<p>其次是货币与宏观条件。此前为应对疫情各国放了太多的水,目前货币宏观收紧已经是各国的共识,中国是这一轮最早退出货币宽松的国家。货币收紧的前提下,出现普涨大行情的概率很低。</p>\n<p>此外对于外资流入。前期人民币快速升值,外资流入较快。现在央行下调外汇风险准备金率,对于抑制做多人民币的投机有一定作用。虽然很难说人民币从此进入下行通道,但最起码外资流入的势头会收紧。这也不利于形成股市大行情。</p>\n<p>从周期的角度,目前的宏观、货币、进出口、房地产、金融市场的处境与2010年4月出台“国十条”前后比较接近。当时2008年全球金融危机之后各国放水,带来了一波明显的通胀与资产价格重建;2018年类似的情况发生,随后各国货币宽松,直到疫情期间,放水达到高潮。</p>\n<p>2008-2010,以及2018-2020,这两轮宽松周期类似,都是朱格拉周期中的第一个库存周期。现在是第一库存周期结束前的状态。而进入第二库存周期的触发因素,必须要有新的资本开支目标,说白了,要有至少一个“风口行业”。就上一轮第二库存周期而言,当时的风口就是“大众创业万众创新”、共享经济、小额信贷、以及P2P,当然棚改也算一个。</p>\n<p>这一轮有望启动第二库存周期的技术因素,包括数字货币、物联网、区块链、云计算、新能源、自动驾驶、芯片技术、生物医药等。因此,下一阶段的关注点,应该放到这些“新概念”上面。</p>\n<p>这些“新概念”里面,必定会跑出一大批公司,也会有更大一批公司在残酷的竞争中消亡。到那些跑出的公司开始兑现盈利,形成所谓的一批新的白马股,此时,周期时钟就会敲响第三库存周期。至此,一轮朱格拉资本开支周期走完,酝酿下一场金融危机,时间也许是2030年前后。那时是最后一次检验周金涛预言的时刻。</p>\n<p>按照康波周期的理论,2020-2030这十年,是中国为主导的全球资本开支与技术扩张周期。这期间中国将复刻美国1987到1999的牛市。<b>这是我们长期看多中国股市的原因。</b></p>\n<p><b>5、</b><b>结论</b></p>\n<p>扯远了,还是重复我之前的观点:</p>\n<p><b>只有大多数人不相信是牛市,才是慢牛行情。</b></p>\n<p>“在一次疯狂行情中跑步进场,闭着眼买,不久后被套,然后骂一辈子中国股市。”——这是我跟一个朋友聊天中,提及中国散户亏钱的永恒模式。</p>\n<p>所以,在这波大行情马上来临之际,我还是衷心希望慢一点,别太着急了。不然超级IPO那天,再复刻7月16那天的行情,今年也基本上就交待了。<b>恕我心直口快,如果让大多数股民永远重复这种被收割的模式,在一片怨毒之中,A股多少年也走不出慢牛行情。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139235771","content_text":"先吃一个瓜。\n9月20日,国金证券与国联证券筹划重大重组的消息传出,两只股票停牌。\n“金莲”(金联)证券要来了!金融界一篇沸腾!\n事实上早在前一个周五(9月18日),国金和国联两只股票早已携手涨停。原因是尾盘阶段消息已经走漏,资金纷纷抢筹把股价拉上了涨停。\n\n然而等来的是……\n昨晚,国联证券与国金证券发布公告,称终止筹划重大重组,明日复牌。当然复牌之后并没有双双跌停,国联跌了5.9%,国金证券收涨2.8%,盘中一度还冲击涨停。\n对此猜测纷纭。\n有人说是监管层要给突然火爆的行情降降温,但我看更像是一次演砸了的乌龙事件。值得一提的是,从7月份行情突然火爆以来,关于金融机构合并的传闻一直在炒,但到目前为止,没有一个成真的。\n究其根源,今年以来金融板块实在是太惨了,估值低到残,也只能炒并购重组做做股价了。对于这种传闻,我向来的态度都是:不要当真。一当真你就输了。\n这两只证券股从合并传闻到最后终止的过程,似乎开了个善意的玩笑(毕竟没跌太狠),但似乎也预示着,这波行情后面还有多少个大雷等着股民。现在天天烈火烹油、收复跌幅、群里收个红包、账户价值创新高……凶残的一面也许就要来了。\n1、翻多\n黄金周过后,A股行情迅速升温。以9月30日收盘价计算,到今日收盘,上证综指累计涨幅已经为4.4%,沪深300为5.49%,创业板指涨幅更是高达8.15%!\n黄金周之前,股市一片惨淡,从7月中旬到9月底,两个半月凄凄惨惨戚戚。沪深300还勉强算是在高位震荡,\n\n创业板指则是一浪低过一浪,一副区间下行的熊样儿。\n\n分析师则是,节前一副忧心忡忡的样子。“谨慎看多”、“震荡为主”、“年内难有大行情”,说的跟真的似的。然而,黄金周一过,立马两样了。过去说三根阳线改变信仰,现在来看,改变信仰,一根阳线就够了。\n2、大涨原因\n大涨还是有原因的。在我看来有三点。\n首先是川普确诊新冠肺炎利空出尽,叠加拜登民调持续走高,外部风险因素有望缓和。\n其次是黄金周期间外盘与港股持续大涨,情绪面得到修复。据统计,港股恒生指数在黄金周期间累计涨幅为5%,恒生科技指数累计涨幅9.33%,超过A股创业板指!\n\n第三,可能与“国七条”(《关于进一步提高上市公司质量的意见》)的发布有关。\n有分析把此次的这个“国七条”与2004年的“国九条”以及2014年的“新国九条”相比。那两次之后都爆发了烈火烹油般的大行情,但随后高空坠落更加恐怖。2006年的牛市之后,上证从6214点跌到1664点;2015年的牛市之后,上证从5187跌到2638。\n最近看到一份统计数据,2015年的大行情,85%的人是亏钱的,总共亏损2500亿!而赚钱的只有不到0.5%,其中包括一些机构、以及特别牛逼的散户和个人。来得快、去得更快的“疯牛”,是不折不扣的财富绞肉机!\n所以,这次如果再搞出2006或2015的那种大牛市,我只能说,呵呵了。\n3、复刻七月行情?\n但人心思涨,是很难克服的人性现象。\n一片悲观的情绪中,某个原因,或者不知道是什么原因,突然引爆行情,持续大涨,成交量放大——这种现象在A股并不少见。\n是的,刚刚过去的7月初就上演过一次。\n当时也是经历了一个节假日,行情突然被引爆,配合几乎所有分析员、媒体、自媒体、雪球大V疯狂唱多。开户量激增,券商App宕机,散户韭菜跑步进场……\n但几天之后人们就发现,螳螂捕蝉,黄雀在后。7月16日,超级巨大的IPO登场,抽水机开动,市场一根大阴线干下来,后面剩下的就是震荡,方向全无……\n这次,节假日情绪突然转暖,行情突然火爆,持续大涨,分析员媒体大V集体唱多,这几条因素已经具备。成交量放大、散户跑步进场、以及券商App宕机还没出现。过几天就会出现。\n过了一个假期,如果说有什么改变了,唯一能够改变的就是人们出门旅游,看到许多地方人满为患,表明经济并不是那么差,人们还愿意消费,舍得花钱,所以对经济、乃至对股市的信心增强了。\n还有更重要的,这次也有一个超级巨大的IPO在后面等着……\n也许,这个超级巨大的IPO登场之日,就是这波行情到头之时。话不能说得这么死,但得多加个小心。\n4、后市怎么看\n先说结论:短期看多,中期看淡,长期看多。\n短期看多,指的是那个超级IPO之前,市场一定是大涨的,原理参照7月初。\n中期看淡,指的是3到6个月内,大行情的可能性不大。为什么?首先是疫情。今天青岛又发现本地确诊病例了,从5月份北京新发地疫情被扑灭,中国大陆本土疫情可以说已经完结了。但青岛又出现了,说明这个病毒极其难以彻底根治。此外全球还在一天大几万的蹭蹭蹭增加,中国很难风景这边独好。\n其次是货币与宏观条件。此前为应对疫情各国放了太多的水,目前货币宏观收紧已经是各国的共识,中国是这一轮最早退出货币宽松的国家。货币收紧的前提下,出现普涨大行情的概率很低。\n此外对于外资流入。前期人民币快速升值,外资流入较快。现在央行下调外汇风险准备金率,对于抑制做多人民币的投机有一定作用。虽然很难说人民币从此进入下行通道,但最起码外资流入的势头会收紧。这也不利于形成股市大行情。\n从周期的角度,目前的宏观、货币、进出口、房地产、金融市场的处境与2010年4月出台“国十条”前后比较接近。当时2008年全球金融危机之后各国放水,带来了一波明显的通胀与资产价格重建;2018年类似的情况发生,随后各国货币宽松,直到疫情期间,放水达到高潮。\n2008-2010,以及2018-2020,这两轮宽松周期类似,都是朱格拉周期中的第一个库存周期。现在是第一库存周期结束前的状态。而进入第二库存周期的触发因素,必须要有新的资本开支目标,说白了,要有至少一个“风口行业”。就上一轮第二库存周期而言,当时的风口就是“大众创业万众创新”、共享经济、小额信贷、以及P2P,当然棚改也算一个。\n这一轮有望启动第二库存周期的技术因素,包括数字货币、物联网、区块链、云计算、新能源、自动驾驶、芯片技术、生物医药等。因此,下一阶段的关注点,应该放到这些“新概念”上面。\n这些“新概念”里面,必定会跑出一大批公司,也会有更大一批公司在残酷的竞争中消亡。到那些跑出的公司开始兑现盈利,形成所谓的一批新的白马股,此时,周期时钟就会敲响第三库存周期。至此,一轮朱格拉资本开支周期走完,酝酿下一场金融危机,时间也许是2030年前后。那时是最后一次检验周金涛预言的时刻。\n按照康波周期的理论,2020-2030这十年,是中国为主导的全球资本开支与技术扩张周期。这期间中国将复刻美国1987到1999的牛市。这是我们长期看多中国股市的原因。\n5、结论\n扯远了,还是重复我之前的观点:\n只有大多数人不相信是牛市,才是慢牛行情。\n“在一次疯狂行情中跑步进场,闭着眼买,不久后被套,然后骂一辈子中国股市。”——这是我跟一个朋友聊天中,提及中国散户亏钱的永恒模式。\n所以,在这波大行情马上来临之际,我还是衷心希望慢一点,别太着急了。不然超级IPO那天,再复刻7月16那天的行情,今年也基本上就交待了。恕我心直口快,如果让大多数股民永远重复这种被收割的模式,在一片怨毒之中,A股多少年也走不出慢牛行情。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972044286,"gmtCreate":1600051600245,"gmtModify":1703820127064,"author":{"id":"93354331162830","authorId":"93354331162830","name":"junge","avatar":"https://static.tigerbbs.com/a7a3145296e2706f3e947c621644861a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"93354331162830","authorIdStr":"93354331162830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>涡轮认购到期,一个礼拜了,结算资金在哪里看啊","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>涡轮认购到期,一个礼拜了,结算资金在哪里看啊","text":"$腾讯控股(00700)$涡轮认购到期,一个礼拜了,结算资金在哪里看啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972044286","isVote":1,"tweetType":1,"viewCount":1897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979647804,"gmtCreate":1598248666708,"gmtModify":1704218035515,"author":{"id":"93354331162830","authorId":"93354331162830","name":"junge","avatar":"https://static.tigerbbs.com/a7a3145296e2706f3e947c621644861a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"93354331162830","authorIdStr":"93354331162830"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/22428\">$腾讯国君零九购A.C(22428)$</a>涡轮认购证到期是现金结算吧,不像美股期权需要准备现金接股票,对吧?","listText":"<a 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17:41","market":"hk","language":"zh","title":"柯达转行卖药,曾经破产的胶卷大王,重生后在干什么","url":"https://stock-news.laohu8.com/highlight/detail?id=2055437028","media":"红星新闻","summary":"7月28日,美股盘初,柯达(KODK)股价一度暴涨350%,截至今日凌晨收盘,柯达涨20...","content":"<html><body><div>\n<p> <strong><a href=\"https://laohu8.com/S/KODK\">柯达</a>转行卖药,曾经破产的胶卷大王,重生后在干什么</strong></p>\n<p> 7月28日,美股盘初,柯达(KODK)股价一度暴涨350%,截至今日凌晨收盘,柯达涨205.73%,报8.01美元/股,最新总市值为3.50亿美元。</p>\n<p> 柯达股价暴涨的原因是公司进军制药行业,它获得了美国政府7.65亿美元的国家贷款以创建柯达制药公司。</p>\n<p> 红星新闻记者发现,这家曾经破产的百年品牌,经过重组成为一家小型数位影像公司。除了为人熟知的影像类产品,柯达还跨界生产影音和数据存储产品,比如存储卡、无线耳机等,还曾宣布生产手机,展示过平板电脑、无人机等,但其中大部分产品都是品牌授权给其他企业生产。</p>\n<p> <strong>柯达获得7.65亿贷款</strong></p>\n<p> <strong>转行后医药业务将占40%</strong></p>\n<p> 据悉,柯达制药公司将生产 “已长期陷入国家性短缺的原料”,一旦该部门全面启动并运行,公司将能生产“高达25%的用于非生物、非抗菌、非专利药品的活性药物原料”,其中就包括美国总统特朗普曾表示能用于治疗冠状病毒,但已被美国食品和药物管理局认定为“治疗新冠效果不佳且副作用较大”的抗疟疾药物――羟氯喹。</p>\n<p> 柯达首席执行长Jim Continenza表示,柯达的贷款条款与商业贷款类似,必须在25年内偿还。公司将把重点转移到制药原料生产,预计该业务将占到公司整体业务的30%至40%。</p>\n<p> 这笔贷款来自美国国际发展金融公司(U.S.International Development Finance Corporation),这是一个类似于银行的政府机构。这是依美国《国防生产法案》(Defense Production Act)发放的第一笔此类贷款。美国政府此前曾援引该法案来加快COVID-19新冠等相关用品的生产。特朗普5月发布命令,允许DFC为控制新冠蔓延提供资金支持,并加强任何相关的国内药物生产供应链。美国提供此项贷款的目标是减少对印度等国家药物进口依赖。</p>\n<p> 美东时间周二晚间,美国总统特朗普在一场新闻发布会上表示:“我们对《国防生产法》的使用将动员柯达制造仿制药的活性药物成分。”</p>\n<p> 美国国内的药品生产在上世纪70年代开始从美国转移出去,主要原因是为了节约成本。白宫贸易顾问彼得・纳瓦罗表示,他越来越担心美国在药品生产的关键材料上对外国的依赖。美国目前正在考虑为大约30家公司提供资金,以抗击新冠病毒,保护公众健康。</p>\n<p> 柯达此前曾短暂涉足医药行业。1988年,柯达以近51亿美元的价格收购了制药商Sterling Drug,1994年将其分割出售。</p>\n<p> <strong>曾经破产的胶卷大王</strong></p>\n<p> <strong>毁灭于自己的技术之手</strong></p>\n<p> 柯达曾是全球摄影领域的领头羊,这家诞生于1892年的公司最鼎盛时期有14.5万名员工,1997年2月市值最高达到310亿美元。</p>\n<p> 如今这个百年品牌不仅转行生产仿制药原料,市值也只剩下3.47亿美元,只有巅峰时期的百分之一。</p>\n<p> 1975年,柯达发明了世界上第一台数码相机。然而它在柯达内部并没有受到重视。柯达高管们认为数码相机会削弱他们的胶卷业务,认为推出数码相机会迫使公司卷入自己与自己的竞争当中。</p>\n<p> 《福布斯》杂志曾经指出,柯达员工的薪水与胶片、化学品以及相纸等耗材的销量息息相关。他们认为,卖不出去耗材,他们就没有利润。</p>\n<p> 诞生于柯达的数码相机最终毁灭了柯达。</p>\n<p> 从20世纪90年代后期开始,数码相机越来越多,柯达开始艰难生存。自2004年以来,柯达几乎每年都在亏损。柯达已经无法盈利。2007年,柯达先后出售了数码相机业务和医疗成像业务。</p>\n<p> 2008年,iPhone诞生,手机摄影的普及使得胶片数量直线下降。2012年1月柯达正式申请破产保护。</p>\n<p> <strong>复活后在干什么?</strong></p>\n<p> <strong>大量产品都品牌授权</strong></p>\n<p> 2013年,柯达脱离破产保护,重组为一家小型数位影像公司,开始跨界转型。2016年,柯达推出了自己的手机。2017年,柯达开始做杂志。柯达还与多家时尚品牌合作推出了联名产品。</p>\n<p> 根据公开信息,柯达目前的业务主要集中在影像、影音和数据存储产品。</p>\n<p> 红星新闻记者在电商平台上搜索“柯达”发现,柯达目前的产品主要包括胶卷、数码相机、数码相框、电子相册、照片打印机、扫描仪、相纸、电池、冲印服务等摄影类;存储卡、连接线、U盘等数据存储类;无线耳机、蓝牙音箱、无线同屏器等影音类;非摄影类产品只有眼镜及镜片。记者没有找到柯达手机。</p>\n<p> 值得一提的是,许多挂着“柯达”商标的产品都是获得了柯达公司品牌授权的其他公司生产的。</p>\n<p> 柯达官网显示,品牌授权许可产品包括电池、充电器、手电筒、相机配件、眼镜镜片、喷墨纸、墨水和专用介质、喷墨打印机、即时打印相机以及手机。就连数码相机也是授权其他公司生产。</p>\n<p> 甚至在国际消费电子展(CES 2018)上,柯达展示的手机、平板电脑、无人机和微型投影仪,也均为授权其他公司生产。</p>\n<p> 手机和平板电脑是Bullitt Group获得柯达品牌授权后推出的产品;无人机是授权给 Thrust UAV 公司品牌后推出的产品;微型投影仪是授权C+A Global公司生产的产品。</p>\n<p> 红星新闻记者 袁野 吴丹若</p>\n</div></body></html>","source":"zxjw_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\" 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7月28日,美股盘初,柯达(KODK)股价一度暴涨350%,截至今日凌晨收盘,柯达涨205.73%,报8.01美元/股,最新总市值为3.50亿美元。\n 柯达股价暴涨的原因是公司进军制药行业,它获得了美国政府7.65亿美元的国家贷款以创建柯达制药公司。\n 红星新闻记者发现,这家曾经破产的百年品牌,经过重组成为一家小型数位影像公司。除了为人熟知...</p>\n\n<a href=\"http://www.jwview.com/jingwei/html/07-29/336892.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://www.jwview.com/jingwei/07-29/U789P902T1D336892F104DT20200729174129.jpeg","relate_stocks":{"KODK":"柯达"},"source_url":"http://www.jwview.com/jingwei/html/07-29/336892.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2055437028","content_text":"柯达转行卖药,曾经破产的胶卷大王,重生后在干什么\n 7月28日,美股盘初,柯达(KODK)股价一度暴涨350%,截至今日凌晨收盘,柯达涨205.73%,报8.01美元/股,最新总市值为3.50亿美元。\n 柯达股价暴涨的原因是公司进军制药行业,它获得了美国政府7.65亿美元的国家贷款以创建柯达制药公司。\n 红星新闻记者发现,这家曾经破产的百年品牌,经过重组成为一家小型数位影像公司。除了为人熟知的影像类产品,柯达还跨界生产影音和数据存储产品,比如存储卡、无线耳机等,还曾宣布生产手机,展示过平板电脑、无人机等,但其中大部分产品都是品牌授权给其他企业生产。\n 柯达获得7.65亿贷款\n 转行后医药业务将占40%\n 据悉,柯达制药公司将生产 “已长期陷入国家性短缺的原料”,一旦该部门全面启动并运行,公司将能生产“高达25%的用于非生物、非抗菌、非专利药品的活性药物原料”,其中就包括美国总统特朗普曾表示能用于治疗冠状病毒,但已被美国食品和药物管理局认定为“治疗新冠效果不佳且副作用较大”的抗疟疾药物――羟氯喹。\n 柯达首席执行长Jim Continenza表示,柯达的贷款条款与商业贷款类似,必须在25年内偿还。公司将把重点转移到制药原料生产,预计该业务将占到公司整体业务的30%至40%。\n 这笔贷款来自美国国际发展金融公司(U.S.International Development Finance Corporation),这是一个类似于银行的政府机构。这是依美国《国防生产法案》(Defense Production Act)发放的第一笔此类贷款。美国政府此前曾援引该法案来加快COVID-19新冠等相关用品的生产。特朗普5月发布命令,允许DFC为控制新冠蔓延提供资金支持,并加强任何相关的国内药物生产供应链。美国提供此项贷款的目标是减少对印度等国家药物进口依赖。\n 美东时间周二晚间,美国总统特朗普在一场新闻发布会上表示:“我们对《国防生产法》的使用将动员柯达制造仿制药的活性药物成分。”\n 美国国内的药品生产在上世纪70年代开始从美国转移出去,主要原因是为了节约成本。白宫贸易顾问彼得・纳瓦罗表示,他越来越担心美国在药品生产的关键材料上对外国的依赖。美国目前正在考虑为大约30家公司提供资金,以抗击新冠病毒,保护公众健康。\n 柯达此前曾短暂涉足医药行业。1988年,柯达以近51亿美元的价格收购了制药商Sterling Drug,1994年将其分割出售。\n 曾经破产的胶卷大王\n 毁灭于自己的技术之手\n 柯达曾是全球摄影领域的领头羊,这家诞生于1892年的公司最鼎盛时期有14.5万名员工,1997年2月市值最高达到310亿美元。\n 如今这个百年品牌不仅转行生产仿制药原料,市值也只剩下3.47亿美元,只有巅峰时期的百分之一。\n 1975年,柯达发明了世界上第一台数码相机。然而它在柯达内部并没有受到重视。柯达高管们认为数码相机会削弱他们的胶卷业务,认为推出数码相机会迫使公司卷入自己与自己的竞争当中。\n 《福布斯》杂志曾经指出,柯达员工的薪水与胶片、化学品以及相纸等耗材的销量息息相关。他们认为,卖不出去耗材,他们就没有利润。\n 诞生于柯达的数码相机最终毁灭了柯达。\n 从20世纪90年代后期开始,数码相机越来越多,柯达开始艰难生存。自2004年以来,柯达几乎每年都在亏损。柯达已经无法盈利。2007年,柯达先后出售了数码相机业务和医疗成像业务。\n 2008年,iPhone诞生,手机摄影的普及使得胶片数量直线下降。2012年1月柯达正式申请破产保护。\n 复活后在干什么?\n 大量产品都品牌授权\n 2013年,柯达脱离破产保护,重组为一家小型数位影像公司,开始跨界转型。2016年,柯达推出了自己的手机。2017年,柯达开始做杂志。柯达还与多家时尚品牌合作推出了联名产品。\n 根据公开信息,柯达目前的业务主要集中在影像、影音和数据存储产品。\n 红星新闻记者在电商平台上搜索“柯达”发现,柯达目前的产品主要包括胶卷、数码相机、数码相框、电子相册、照片打印机、扫描仪、相纸、电池、冲印服务等摄影类;存储卡、连接线、U盘等数据存储类;无线耳机、蓝牙音箱、无线同屏器等影音类;非摄影类产品只有眼镜及镜片。记者没有找到柯达手机。\n 值得一提的是,许多挂着“柯达”商标的产品都是获得了柯达公司品牌授权的其他公司生产的。\n 柯达官网显示,品牌授权许可产品包括电池、充电器、手电筒、相机配件、眼镜镜片、喷墨纸、墨水和专用介质、喷墨打印机、即时打印相机以及手机。就连数码相机也是授权其他公司生产。\n 甚至在国际消费电子展(CES 2018)上,柯达展示的手机、平板电脑、无人机和微型投影仪,也均为授权其他公司生产。\n 手机和平板电脑是Bullitt Group获得柯达品牌授权后推出的产品;无人机是授权给 Thrust UAV 公司品牌后推出的产品;微型投影仪是授权C+A Global公司生产的产品。\n 红星新闻记者 袁野 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