平常心心 personal page - To The Moon

平常心心

平常心心

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02-06

$纳指三倍做空ETF(SQQQ)$

01-07

$深证成指(399001)$

2023-01-19

$NQ100指数主连 2303(NQmain)$

2022-11-30

$SG人民币主连 2212(UCmain)$

2022-11-30

$SG人民币主连 2212(UCmain)$

2021-09-23

r r r

@爱上趋势股:一文看懂：全球新能源汽車之巔峯對決！

2021-09-22

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@Ivan_甘灿荣:一定要留意這一週：美股到了關鍵點位，推薦一個交易策略

2021-09-21

s ss

@koolgal:$NETLINK NBN TRUST(CJLU.SI)$ design,build, operate and own Singapore's Nbn Network. It used to be part of Singtel but in 2017 it was divested and $NETLINK NBN TRUST(CJLU.SI)$ was founded. 90% of Singaporeans have NBN at home now and in time to come it will increase. Best of all $NETLINK NBN TRUST(CJLU.SI)$ pays about 5% dividends twice a year.

2021-09-18

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@话题虎:週期股漲上了天際！還能追不？

2021-09-09

e e e

@小虎投资狮城:這些REITs好好：長期年化回報10%+

2021-09-07

s s s

@话题虎:美國四大科技股，市值超深交所所有公司總市值！美股泡沫有多大？

2021-08-27

d d d

@许亚鑫:今晚的全球央行年會將召開，黃金和A股要注意了

2021-08-26

g g g

@石头Stone:跑贏99%用戶的交易策略，如何利潤最大化？

2021-08-26

ffg

[Today's US stock heroes say] The storm is coming! The Jackson Hole Symposium is coming, and the big market is about to explode. U.S. stocks continue to rise. The S&P and the Nasdaq hit new record highs//Powell is likely to be dovish, and the market may react like this

2021-08-25

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Sorry, the original content has been removed

2021-08-23

sss s s

@William85:I am willing to bet DIDI might double overnight after this linvestigation. One press release with make DIDI go $16. It is coming soon (less than 3 weeks), very soon.$DiDi Global Inc.(DIDI)$

2021-08-23

ss

@William85:I am willing to bet DIDI might double overnight after this linvestigation. One press release with make DIDI go $16. It is coming soon (less than 3 weeks), very soon.$DiDi Global Inc.(DIDI)$

2021-08-21

f f f

@Buy_Sell:?【8月20日】又見紅海一大片，今天抄底還是割肉？

2021-08-20

r r t

@胖虎哒哒:索羅斯、高瓴還有“大小摩”都買的滴滴見底了嗎？

2021-08-20

fff

Tencent Ali Meituan Kuaishou, the market value evaporated by 8 trillion! Really abandoned?

Go to Tiger App to see more news

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2009 年 3 月，我國正式宣佈：發展以【純電動汽車】爲突破的新能源汽車戰略。 從此，確立了我國汽車發展的新路線。 一個月後，特斯拉第一款電動車 Roadster Sport 宣佈開始接受訂單。 與此同時，在奧巴馬的支持下，Tesla 獲得了 4.65 億美元的低息貸款。 兩年後，奧巴馬宣佈： 到 2015 年美國爭取實現年產銷 100 萬輛新能源汽車的目標！ 2009 年，中美兩國非常默契的奠定了以【純電動汽車】爲突破口的新能源汽車戰略，爲改變汽車產業埋下了伏筆。 這一年，汽車製造強國日本，依靠強大的精工製造能力和優勢，確立了以混合動力和氫能源爲主的路線。 德國人則沉浸在 BBA（奔馳、寶馬、奧迪）的王座裏不能自拔，因爲這一年他們創出了 380 萬 的巔峯銷量，卻渾然不知巔峯是沒落的開始。 02 從 2009 年開始，我國大力宣傳新能源汽車，財政補貼力度加大，電動車銷量快速增長。 到了 2015 年，國內新能源汽車產量達到 340471 輛，銷量 331092 輛，比去年分別增長 3.3 倍和 3.4 倍。中國汽車工業協會預計 2016 年這個數量還會翻一番。 然而，數據出來後，日德車企們並不以爲然。 因爲這個華麗的數據背後，卻存在着大量問題： 不少車企爲了拿到補貼，快速上馬了一大批質量差、續航短的電動車；甚至左手倒右手，將自己生產的低質量電動車成批打包給下屬子公司，幹着純粹騙補的勾當。 一時間新能源汽車亂象頻出： 有的車主新買的車，一個多月就幾乎失去動力，原本 400KM 的航程，充滿電只能走幾十公里。還有的出現了無法啓動、充電樁無法充電等問題。 不過，另一邊的特斯拉卻着實讓世界驚豔了 一把。 2012 年，特斯拉發佈了第二款汽車，大名鼎鼎的——Model S。它成爲了特斯拉第一款爆款車型，其銷量在 2013 年第一季度力壓 BBA，奪得北美豪車銷量冠軍","listText":"01 2009 年 3 月，我國正式宣佈：發展以【純電動汽車】爲突破的新能源汽車戰略。 從此，確立了我國汽車發展的新路線。 一個月後，特斯拉第一款電動車 Roadster Sport 宣佈開始接受訂單。 與此同時，在奧巴馬的支持下，Tesla 獲得了 4.65 億美元的低息貸款。 兩年後，奧巴馬宣佈： 到 2015 年美國爭取實現年產銷 100 萬輛新能源汽車的目標！ 2009 年，中美兩國非常默契的奠定了以【純電動汽車】爲突破口的新能源汽車戰略，爲改變汽車產業埋下了伏筆。 這一年，汽車製造強國日本，依靠強大的精工製造能力和優勢，確立了以混合動力和氫能源爲主的路線。 德國人則沉浸在 BBA（奔馳、寶馬、奧迪）的王座裏不能自拔，因爲這一年他們創出了 380 萬 的巔峯銷量，卻渾然不知巔峯是沒落的開始。 02 從 2009 年開始，我國大力宣傳新能源汽車，財政補貼力度加大，電動車銷量快速增長。 到了 2015 年，國內新能源汽車產量達到 340471 輛，銷量 331092 輛，比去年分別增長 3.3 倍和 3.4 倍。中國汽車工業協會預計 2016 年這個數量還會翻一番。 然而，數據出來後，日德車企們並不以爲然。 因爲這個華麗的數據背後，卻存在着大量問題： 不少車企爲了拿到補貼，快速上馬了一大批質量差、續航短的電動車；甚至左手倒右手，將自己生產的低質量電動車成批打包給下屬子公司，幹着純粹騙補的勾當。 一時間新能源汽車亂象頻出： 有的車主新買的車，一個多月就幾乎失去動力，原本 400KM 的航程，充滿電只能走幾十公里。還有的出現了無法啓動、充電樁無法充電等問題。 不過，另一邊的特斯拉卻着實讓世界驚豔了 一把。 2012 年，特斯拉發佈了第二款汽車，大名鼎鼎的——Model S。它成爲了特斯拉第一款爆款車型，其銷量在 2013 年第一季度力壓 BBA，奪得北美豪車銷量冠軍","text":"01 2009 年 3 月，我國正式宣佈：發展以【純電動汽車】爲突破的新能源汽車戰略。 從此，確立了我國汽車發展的新路線。 一個月後，特斯拉第一款電動車 Roadster Sport 宣佈開始接受訂單。 與此同時，在奧巴馬的支持下，Tesla 獲得了 4.65 億美元的低息貸款。 兩年後，奧巴馬宣佈： 到 2015 年美國爭取實現年產銷 100 萬輛新能源汽車的目標！ 2009 年，中美兩國非常默契的奠定了以【純電動汽車】爲突破口的新能源汽車戰略，爲改變汽車產業埋下了伏筆。 這一年，汽車製造強國日本，依靠強大的精工製造能力和優勢，確立了以混合動力和氫能源爲主的路線。 德國人則沉浸在 BBA（奔馳、寶馬、奧迪）的王座裏不能自拔，因爲這一年他們創出了 380 萬 的巔峯銷量，卻渾然不知巔峯是沒落的開始。 02 從 2009 年開始，我國大力宣傳新能源汽車，財政補貼力度加大，電動車銷量快速增長。 到了 2015 年，國內新能源汽車產量達到 340471 輛，銷量 331092 輛，比去年分別增長 3.3 倍和 3.4 倍。中國汽車工業協會預計 2016 年這個數量還會翻一番。 然而，數據出來後，日德車企們並不以爲然。 因爲這個華麗的數據背後，卻存在着大量問題： 不少車企爲了拿到補貼，快速上馬了一大批質量差、續航短的電動車；甚至左手倒右手，將自己生產的低質量電動車成批打包給下屬子公司，幹着純粹騙補的勾當。 一時間新能源汽車亂象頻出： 有的車主新買的車，一個多月就幾乎失去動力，原本 400KM 的航程，充滿電只能走幾十公里。還有的出現了無法啓動、充電樁無法充電等問題。 不過，另一邊的特斯拉卻着實讓世界驚豔了 一把。 2012 年，特斯拉發佈了第二款汽車，大名鼎鼎的——Model S。它成爲了特斯拉第一款爆款車型，其銷量在 2013 年第一季度力壓 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調整幅度有多大很難確定，畢竟沒有黑天鵝事件，更多的是利空事件的兌現。但最少上漲速度會大大下降，對付這種市場最好的辦法，還是對衝。 （標普近期頂部在4549，仍符合區間特點） 所以這裏還是給大家分享幾個美股的對衝策略，既有宏觀的，也有微觀的，看對大家是否合適。 一、買A股國企股價便宜的個股、空美股指 自從A股眉飛色舞以來，股市相對活躍，與去年不同的是，今年A股雖然指數漲幅不大（慢牛），但低價個股活躍度很高。而歷來如果A股有牛市，低價股通常不會缺席（漲幅要看有沒有消息配合），疊加最近大宗商品的通脹預期，資源類的低價股大家都可以關注。 而美股指進入高位區間，漲幅會受到限制，因此擔心繫統性風險的話，做空美股指會比較合適，從而形成了一個宏觀的對衝組合。 （連中石油都能大漲50%，其它個股也就不應該太悲觀了） 二、持有美股，做空美股指 對於堅定持有美股的朋友來說，美股指有風險，自然也可以用做空美股指的方式來對衝一定的風險。美股指近期已接近60日均線附近，也是近期美股很重要的多空分水嶺，若有效跌穿，可能會引起較大調整。（大夥別掉以輕心，美股指若調整10%，很多美股跌幅比這個大得多） 做空美股指的止損，可分批進入，一半以20日均線來止損，另一半可以新高作爲止損。 三、多道指/標普，空納指 納指波動性比道指強，跌下來幅度也比道指較多。當前納指道指比價仍處於歷史高位，中長期來說該價位介入仍不算吃虧，但該組合的平倉時機不容易把握，除非納指繫個股出現系統性利空，不然也只能短期投機一把，還不如策略一來的穩妥。 四、關於其它策略 雖然美股指看空，作爲對衝手段來說，是一","listText":"上週給大家講過，A股和美股進入到強弱反轉特徵，美股指弱勢，但A股個股表現強勢。其實美國有啥利空消息，已經不需要我多說了，Delta疫情的肆虐，美聯儲年底的Taper，美國債務上限，任何一個都可以是下跌的理由，畢竟漲多了出現調整是正常的。 調整幅度有多大很難確定，畢竟沒有黑天鵝事件，更多的是利空事件的兌現。但最少上漲速度會大大下降，對付這種市場最好的辦法，還是對衝。 （標普近期頂部在4549，仍符合區間特點） 所以這裏還是給大家分享幾個美股的對衝策略，既有宏觀的，也有微觀的，看對大家是否合適。 一、買A股國企股價便宜的個股、空美股指 自從A股眉飛色舞以來，股市相對活躍，與去年不同的是，今年A股雖然指數漲幅不大（慢牛），但低價個股活躍度很高。而歷來如果A股有牛市，低價股通常不會缺席（漲幅要看有沒有消息配合），疊加最近大宗商品的通脹預期，資源類的低價股大家都可以關注。 而美股指進入高位區間，漲幅會受到限制，因此擔心繫統性風險的話，做空美股指會比較合適，從而形成了一個宏觀的對衝組合。 （連中石油都能大漲50%，其它個股也就不應該太悲觀了） 二、持有美股，做空美股指 對於堅定持有美股的朋友來說，美股指有風險，自然也可以用做空美股指的方式來對衝一定的風險。美股指近期已接近60日均線附近，也是近期美股很重要的多空分水嶺，若有效跌穿，可能會引起較大調整。（大夥別掉以輕心，美股指若調整10%，很多美股跌幅比這個大得多） 做空美股指的止損，可分批進入，一半以20日均線來止損，另一半可以新高作爲止損。 三、多道指/標普，空納指 納指波動性比道指強，跌下來幅度也比道指較多。當前納指道指比價仍處於歷史高位，中長期來說該價位介入仍不算吃虧，但該組合的平倉時機不容易把握，除非納指繫個股出現系統性利空，不然也只能短期投機一把，還不如策略一來的穩妥。 四、關於其它策略 雖然美股指看空，作爲對衝手段來說，是一","text":"上週給大家講過，A股和美股進入到強弱反轉特徵，美股指弱勢，但A股個股表現強勢。其實美國有啥利空消息，已經不需要我多說了，Delta疫情的肆虐，美聯儲年底的Taper，美國債務上限，任何一個都可以是下跌的理由，畢竟漲多了出現調整是正常的。 調整幅度有多大很難確定，畢竟沒有黑天鵝事件，更多的是利空事件的兌現。但最少上漲速度會大大下降，對付這種市場最好的辦法，還是對衝。 （標普近期頂部在4549，仍符合區間特點） 所以這裏還是給大家分享幾個美股的對衝策略，既有宏觀的，也有微觀的，看對大家是否合適。 一、買A股國企股價便宜的個股、空美股指 自從A股眉飛色舞以來，股市相對活躍，與去年不同的是，今年A股雖然指數漲幅不大（慢牛），但低價個股活躍度很高。而歷來如果A股有牛市，低價股通常不會缺席（漲幅要看有沒有消息配合），疊加最近大宗商品的通脹預期，資源類的低價股大家都可以關注。 而美股指進入高位區間，漲幅會受到限制，因此擔心繫統性風險的話，做空美股指會比較合適，從而形成了一個宏觀的對衝組合。 （連中石油都能大漲50%，其它個股也就不應該太悲觀了） 二、持有美股，做空美股指 對於堅定持有美股的朋友來說，美股指有風險，自然也可以用做空美股指的方式來對衝一定的風險。美股指近期已接近60日均線附近，也是近期美股很重要的多空分水嶺，若有效跌穿，可能會引起較大調整。（大夥別掉以輕心，美股指若調整10%，很多美股跌幅比這個大得多） 做空美股指的止損，可分批進入，一半以20日均線來止損，另一半可以新高作爲止損。 三、多道指/標普，空納指 納指波動性比道指強，跌下來幅度也比道指較多。當前納指道指比價仍處於歷史高位，中長期來說該價位介入仍不算吃虧，但該組合的平倉時機不容易把握，除非納指繫個股出現系統性利空，不然也只能短期投機一把，還不如策略一來的穩妥。 四、關於其它策略 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href=\"https://laohu8.com/S/CJLU.SI\">$NETLINK NBN TRUST(CJLU.SI)$</a>&nbsp;design,build, operate and own Singapore's Nbn Network.&nbsp; It used to be part of Singtel but in 2017 it was divested and&nbsp;<a href=\"https://laohu8.com/S/CJLU.SI\">$NETLINK NBN TRUST(CJLU.SI)$</a>&nbsp;was founded.&nbsp; 90% of Singaporeans have NBN at home now and in time to come it will increase.&nbsp; Best of all&nbsp;<a href=\"https://laohu8.com/S/CJLU.SI\">$NETLINK NBN TRUST(CJLU.SI)$</a>&nbsp;pays about 5% dividends twice a year.&nbsp;","listText":"<a href=\"https://laohu8.com/S/CJLU.SI\">$NETLINK NBN TRUST(CJLU.SI)$</a>&nbsp;design,build, operate and own Singapore's Nbn Network.&nbsp; It used to be part of Singtel but in 2017 it was divested and&nbsp;<a href=\"https://laohu8.com/S/CJLU.SI\">$NETLINK NBN TRUST(CJLU.SI)$</a>&nbsp;was founded.&nbsp; 90% of Singaporeans have NBN at home now and in time to come it will increase.&nbsp; Best of all&nbsp;<a href=\"https://laohu8.com/S/CJLU.SI\">$NETLINK NBN TRUST(CJLU.SI)$</a>&nbsp;pays about 5% dividends twice a year.&nbsp;","text":"$NETLINK NBN TRUST(CJLU.SI)$ design,build, operate and own Singapore's Nbn Network. It used to be part of Singtel but in 2017 it was divested and $NETLINK NBN TRUST(CJLU.SI)$ was founded. 90% of Singaporeans have NBN at home now and in time to come it will increase. Best of all $NETLINK NBN TRUST(CJLU.SI)$ pays about 5% dividends twice a year.","images":[{"img":"https://static.tigerbbs.com/e224e303e4607bb0ba2db0de9c0f4a08","width":"1080","height":"3444"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882134080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887003547,"gmtCreate":1631938838189,"gmtModify":1676530674781,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"f f r","listText":"f f r","text":"f f r","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887003547","repostId":"884336897","repostType":1,"repost":{"id":884336897,"gmtCreate":1631854776915,"gmtModify":1676530653483,"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":"週期股漲上了天際！還能追不？","htmlText":"今年可真是週期股的大牛市。 在期貨市場上，不鏽鋼、鐵礦石、天然氣、石油、化工等，幾乎所有大宗商品的價格全部翻了一倍以上！ 相關股票更是正式恢弘，比如<a href=\"https://laohu8.com/S/AA\">$美國鋁業(AA)$</a> ,從年初的18漲到了51：就連<a href=\"https://laohu8.com/S/601857\">$中國石油(601857)$</a> 也不到1月漲了50%：有不少分析師認爲，天然氣、有色金屬、煤炭等，仍有上漲空間，原因在於： 一方面，冬季來臨，對天然氣、煤炭等需求激增；一方面，後疫情時代，經濟復甦對大宗商品需求上漲。 不過也有人發表了不同的看法，比如，經濟學家&nbsp;任澤平認爲： 隨着美聯儲流動性拐點漸至、海外供給階段性修復，大宗商品通脹的高點已現、過快上漲階段結束，將高位盤整、品種分化。另一方面，經濟將逐季放緩，貨幣寬鬆週期的時間窗口正在打開。 另外，昨夜美國公佈8月零售數據——大超預期： 原本人們擔心疫情和供應鏈問題會阻礙消費，預期8月份零售額爲下降0.8%，結果當月銷售額增長了0.7%。 但出現了一個反常的跡象，該”利好“消息公佈後，美股三大指數全線下跌，美元大漲，而黃金大跌。 有專家分析： 美國CPI數據顯示， 未來幾個季度將出現更廣泛、更持久的通脹壓力。持續的高通脹，可能迫使美聯儲比預期更早地收緊貨幣寬鬆政策，或者更激進地做出反應，以實現2%的平均通脹目標。 …… 最後，大家聊一聊： 你認爲週期股還能漲嗎？可以買哪些？ 你認爲大宗商品見頂了嗎？做多還是做空？ 精彩留言用戶可獲得888社區積分噢！ <a href=\"https://laohu8.com/S/X\">$美國鋼鐵(X)$</a>","listText":"今年可真是週期股的大牛市。 在期貨市場上，不鏽鋼、鐵礦石、天然氣、石油、化工等，幾乎所有大宗商品的價格全部翻了一倍以上！ 相關股票更是正式恢弘，比如<a href=\"https://laohu8.com/S/AA\">$美國鋁業(AA)$</a> ,從年初的18漲到了51：就連<a href=\"https://laohu8.com/S/601857\">$中國石油(601857)$</a> 也不到1月漲了50%：有不少分析師認爲，天然氣、有色金屬、煤炭等，仍有上漲空間，原因在於： 一方面，冬季來臨，對天然氣、煤炭等需求激增；一方面，後疫情時代，經濟復甦對大宗商品需求上漲。 不過也有人發表了不同的看法，比如，經濟學家&nbsp;任澤平認爲： 隨着美聯儲流動性拐點漸至、海外供給階段性修復，大宗商品通脹的高點已現、過快上漲階段結束，將高位盤整、品種分化。另一方面，經濟將逐季放緩，貨幣寬鬆週期的時間窗口正在打開。 另外，昨夜美國公佈8月零售數據——大超預期： 原本人們擔心疫情和供應鏈問題會阻礙消費，預期8月份零售額爲下降0.8%，結果當月銷售額增長了0.7%。 但出現了一個反常的跡象，該”利好“消息公佈後，美股三大指數全線下跌，美元大漲，而黃金大跌。 有專家分析： 美國CPI數據顯示， 未來幾個季度將出現更廣泛、更持久的通脹壓力。持續的高通脹，可能迫使美聯儲比預期更早地收緊貨幣寬鬆政策，或者更激進地做出反應，以實現2%的平均通脹目標。 …… 最後，大家聊一聊： 你認爲週期股還能漲嗎？可以買哪些？ 你認爲大宗商品見頂了嗎？做多還是做空？ 精彩留言用戶可獲得888社區積分噢！ <a href=\"https://laohu8.com/S/X\">$美國鋼鐵(X)$</a>","text":"今年可真是週期股的大牛市。 在期貨市場上，不鏽鋼、鐵礦石、天然氣、石油、化工等，幾乎所有大宗商品的價格全部翻了一倍以上！ 相關股票更是正式恢弘，比如$美國鋁業(AA)$ ,從年初的18漲到了51：就連$中國石油(601857)$ 也不到1月漲了50%：有不少分析師認爲，天然氣、有色金屬、煤炭等，仍有上漲空間，原因在於： 一方面，冬季來臨，對天然氣、煤炭等需求激增；一方面，後疫情時代，經濟復甦對大宗商品需求上漲。 不過也有人發表了不同的看法，比如，經濟學家 任澤平認爲： 隨着美聯儲流動性拐點漸至、海外供給階段性修復，大宗商品通脹的高點已現、過快上漲階段結束，將高位盤整、品種分化。另一方面，經濟將逐季放緩，貨幣寬鬆週期的時間窗口正在打開。 另外，昨夜美國公佈8月零售數據——大超預期： 原本人們擔心疫情和供應鏈問題會阻礙消費，預期8月份零售額爲下降0.8%，結果當月銷售額增長了0.7%。 但出現了一個反常的跡象，該”利好“消息公佈後，美股三大指數全線下跌，美元大漲，而黃金大跌。 有專家分析： 美國CPI數據顯示， 未來幾個季度將出現更廣泛、更持久的通脹壓力。持續的高通脹，可能迫使美聯儲比預期更早地收緊貨幣寬鬆政策，或者更激進地做出反應，以實現2%的平均通脹目標。 …… 最後，大家聊一聊： 你認爲週期股還能漲嗎？可以買哪些？ 你認爲大宗商品見頂了嗎？做多還是做空？ 精彩留言用戶可獲得888社區積分噢！ $美國鋼鐵(X)$","images":[{"img":"https://static.tigerbbs.com/5d2827e0538007d98acf6da8ea30cb4c","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/9c6e79893406304e6c39eb60cbcd16a5","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ba9b8704cd6452f38b0770e91bde5ada","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/884336897","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889520227,"gmtCreate":1631160009569,"gmtModify":1676530483654,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"e e e","listText":"e e e","text":"e e e","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889520227","repostId":"812145282","repostType":1,"repost":{"id":812145282,"gmtCreate":1630568582846,"gmtModify":1676530342612,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"小虎投资狮城","avatar":"https://static.tigerbbs.com/71787abf8925cc00babc5c74c39de37a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558937605407666","authorIdStr":"3558937605407666"},"themes":[],"title":"這些REITs好好：長期年化回報10%+","htmlText":"新加坡是全亞太的房地產投資信託基金領先市場，有50多掛牌的REITs和商業信託。大家千萬別忘記了新加坡沒有資本利得稅，也對股息沒有任何稅或預扣。 REITs的優點是它們給投資者一個間接方式投資房產。由於 REITs和新加坡商業信託必須要把淨利潤之90%變成股息，發給股東，投資REITs是一個好方式進行資產配置多元化。 歡迎各位看一看新加坡交易所（S68）官方文章關於新加坡投資回報率最棒的REITs和商業信託[開心]&nbsp; <a target=\"_blank\" href=\"https://laohu8.com/S/ME8U.SI\">$豐樹工業信託(ME8U.SI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/A17U.SI\">$騰飛房地產信託(A17U.SI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/M44U.SI\">$豐樹物流信託(M44U.SI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/CY6U.SI\">$騰飛印度信託(CY6U.SI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/N2IU.SI\">$豐樹商業信託(N2IU.SI)$</a>&nbsp; 上市超過10年且表現最強勁的10只新加坡房託(S-REIT)和地產商業信託錄得12.5%的10年平均年化總回報率。從10年的絕對值來看，這10只信託的平均總回報率達240%，REIT依然是投資者的首選長線資產類別。 相比之下，這10只信託也跑贏亞太地區主要REIT市場，後者同期平均總回報率爲10.3%。 這10只信託中的回報前五名——豐樹工業","listText":"新加坡是全亞太的房地產投資信託基金領先市場，有50多掛牌的REITs和商業信託。大家千萬別忘記了新加坡沒有資本利得稅，也對股息沒有任何稅或預扣。 REITs的優點是它們給投資者一個間接方式投資房產。由於 REITs和新加坡商業信託必須要把淨利潤之90%變成股息，發給股東，投資REITs是一個好方式進行資產配置多元化。 歡迎各位看一看新加坡交易所（S68）官方文章關於新加坡投資回報率最棒的REITs和商業信託[開心]&nbsp; <a target=\"_blank\" href=\"https://laohu8.com/S/ME8U.SI\">$豐樹工業信託(ME8U.SI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/A17U.SI\">$騰飛房地產信託(A17U.SI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/M44U.SI\">$豐樹物流信託(M44U.SI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/CY6U.SI\">$騰飛印度信託(CY6U.SI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/N2IU.SI\">$豐樹商業信託(N2IU.SI)$</a>&nbsp; 上市超過10年且表現最強勁的10只新加坡房託(S-REIT)和地產商業信託錄得12.5%的10年平均年化總回報率。從10年的絕對值來看，這10只信託的平均總回報率達240%，REIT依然是投資者的首選長線資產類別。 相比之下，這10只信託也跑贏亞太地區主要REIT市場，後者同期平均總回報率爲10.3%。 這10只信託中的回報前五名——豐樹工業","text":"新加坡是全亞太的房地產投資信託基金領先市場，有50多掛牌的REITs和商業信託。大家千萬別忘記了新加坡沒有資本利得稅，也對股息沒有任何稅或預扣。 REITs的優點是它們給投資者一個間接方式投資房產。由於 REITs和新加坡商業信託必須要把淨利潤之90%變成股息，發給股東，投資REITs是一個好方式進行資產配置多元化。 歡迎各位看一看新加坡交易所（S68）官方文章關於新加坡投資回報率最棒的REITs和商業信託[開心] $豐樹工業信託(ME8U.SI)$ $騰飛房地產信託(A17U.SI)$ $豐樹物流信託(M44U.SI)$ $騰飛印度信託(CY6U.SI)$ $豐樹商業信託(N2IU.SI)$ 上市超過10年且表現最強勁的10只新加坡房託(S-REIT)和地產商業信託錄得12.5%的10年平均年化總回報率。從10年的絕對值來看，這10只信託的平均總回報率達240%，REIT依然是投資者的首選長線資產類別。 相比之下，這10只信託也跑贏亞太地區主要REIT市場，後者同期平均總回報率爲10.3%。 這10只信託中的回報前五名——豐樹工業","images":[{"img":"https://static.tigerbbs.com/cc8250839ea982199f2a3b216b069075","width":"604","height":"333"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812145282","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817449977,"gmtCreate":1630983101299,"gmtModify":1676530434348,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"s s s","listText":"s s s","text":"s s s","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817449977","repostId":"817972147","repostType":1,"repost":{"id":817972147,"gmtCreate":1630902189185,"gmtModify":1676530416748,"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":"美國四大科技股，市值超深交所所有公司總市值！美股泡沫有多大？","htmlText":"據統計，美國四大科技股： <a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a> 、<a href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a> 、<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> 和<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ，最新市值達 7.29萬億美元！ 這個數據，已超過日本東證所2187個股票的市值，同時超過深交所2493家公司總市值（約29萬億元人民幣，折4.5萬億美元），接近上證所1976家公司總市值（約爲50萬億元人民幣，折7.7萬億美元）。 美國股市一向是全球資本市場的龍頭，但是僅憑四隻科技股的市值，就超過日本股市或在深圳上市的所有公司，這似乎有點誇張。 這不禁讓人不禁擔憂：美國科技股泡沫有多大？ 疫情以來，爲了保住經濟，美國開啓了無限印鈔模式，美股隨之出現一波大牛市：<a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 和<a href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>今年以來分別累計上漲20.8%和19%。 據德意志銀行月度統計數據，全球38類非貨幣資產中，前八個月標普500和納指的累計漲幅是名列前茅，僅次於石油、銅等大宗商品及俄羅斯股市。 高處不勝寒？ 上週五，美國公佈了最新非農就業率： 6 月份美國非農就業人數增加了 93.8 萬人、7 月增加 94.3 萬人、8 月繼續增加23.5 萬；失業率從7月份的5.4%，進一步降低至8 月的 5.2%。 5.2% 的失業率 ，已經創【 2020 年 3 月】以來新低。【 20","listText":"據統計，美國四大科技股： <a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a> 、<a href=\"https://laohu8.com/S/AMZN\">$亞馬遜(AMZN)$</a> 、<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> 和<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ，最新市值達 7.29萬億美元！ 這個數據，已超過日本東證所2187個股票的市值，同時超過深交所2493家公司總市值（約29萬億元人民幣，折4.5萬億美元），接近上證所1976家公司總市值（約爲50萬億元人民幣，折7.7萬億美元）。 美國股市一向是全球資本市場的龍頭，但是僅憑四隻科技股的市值，就超過日本股市或在深圳上市的所有公司，這似乎有點誇張。 這不禁讓人不禁擔憂：美國科技股泡沫有多大？ 疫情以來，爲了保住經濟，美國開啓了無限印鈔模式，美股隨之出現一波大牛市：<a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 和<a href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>今年以來分別累計上漲20.8%和19%。 據德意志銀行月度統計數據，全球38類非貨幣資產中，前八個月標普500和納指的累計漲幅是名列前茅，僅次於石油、銅等大宗商品及俄羅斯股市。 高處不勝寒？ 上週五，美國公佈了最新非農就業率： 6 月份美國非農就業人數增加了 93.8 萬人、7 月增加 94.3 萬人、8 月繼續增加23.5 萬；失業率從7月份的5.4%，進一步降低至8 月的 5.2%。 5.2% 的失業率 ，已經創【 2020 年 3 月】以來新低。【 20","text":"據統計，美國四大科技股： $蘋果(AAPL)$ 、$亞馬遜(AMZN)$ 、$Facebook(FB)$ 和$谷歌(GOOG)$ ，最新市值達 7.29萬億美元！ 這個數據，已超過日本東證所2187個股票的市值，同時超過深交所2493家公司總市值（約29萬億元人民幣，折4.5萬億美元），接近上證所1976家公司總市值（約爲50萬億元人民幣，折7.7萬億美元）。 美國股市一向是全球資本市場的龍頭，但是僅憑四隻科技股的市值，就超過日本股市或在深圳上市的所有公司，這似乎有點誇張。 這不禁讓人不禁擔憂：美國科技股泡沫有多大？ 疫情以來，爲了保住經濟，美國開啓了無限印鈔模式，美股隨之出現一波大牛市：$標普500(.SPX)$ 和$納斯達克(.IXIC)$今年以來分別累計上漲20.8%和19%。 據德意志銀行月度統計數據，全球38類非貨幣資產中，前八個月標普500和納指的累計漲幅是名列前茅，僅次於石油、銅等大宗商品及俄羅斯股市。 高處不勝寒？ 上週五，美國公佈了最新非農就業率： 6 月份美國非農就業人數增加了 93.8 萬人、7 月增加 94.3 萬人、8 月繼續增加23.5 萬；失業率從7月份的5.4%，進一步降低至8 月的 5.2%。 5.2% 的失業率 ，已經創【 2020 年 3 月】以來新低。【 20","images":[{"img":"https://static.tigerbbs.com/983c99d97cd831a4671589c3a562fbd0","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817972147","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819319614,"gmtCreate":1630033385238,"gmtModify":1676530206036,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"d d d","listText":"d d d","text":"d d d","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819319614","repostId":"810402350","repostType":1,"repost":{"id":810402350,"gmtCreate":1629989683770,"gmtModify":1676530195140,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"今晚的全球央行年會將召開，黃金和A股要注意了","htmlText":"臨近月底，整個市場都在等待美聯儲主席鮑威爾在一年一度的傑克遜霍爾央行年會的表演。 這一次他演講的主題是——《不平衡經濟中的宏觀經濟政策》。 鮑威爾的任期將會在2022年2月屆滿，18年的時候，他被建國任命爲美聯儲理事。就在前幾天，據媒體爆料，美國財政部長耶倫將支持鮑威爾連任美聯儲主席，據說，耶倫已經和白宮高級官員交談，表達了對鮑威爾的支持，預計他可能會在民主黨和共和黨的投票中獲得通過。 許導認爲，這件事傳得有板有眼兒，十有八九是真的，並且很有可能鮑威爾任期滿了之後，還會再幹四年。原因無他，目前美聯儲主席這個位置，是個燙手山芋。 就在剛剛，北京時間20:30，美國公佈了第二季季度GDP數據，實際值6.6%，低於預期6.7%，前值爲6.5%。數據公佈後，美國10年期國債收益率升至日內新高1.364%，也直接引發了黃金，白銀的拋盤。 聖路易斯聯儲主席布拉德跳出來表示，“通貨膨脹比預期的要高，美聯儲應該開始縮減購債規模，到2022年第一季度結束縮債。”是不是看着這樣的置評很鷹派？ 問題是，這麼鷹派的置評爲什麼卻沒有把貴金屬短線打崩盤？你們看，基本面的學習積累是多麼的重要。 因爲，布拉德今年並沒有投票權。所以你們可以當他就是在嘴炮。儘管布拉德已經承認他是點陣圖中預測2022年加息的委員之一，不過，許導還是放個圖吧，因爲今年沒有投票權，不代表將來他沒有投票權，地方聯儲主席在美聯儲裏面是輪值的，萬一你們有人因爲他的嘴炮爆倉了，總要甩個鍋對不對。 如上圖所示，黃金目前正處於1810高點以來的調整走勢，實際上就是在尋找1680低點以來反彈走勢的二次探底，既然今晚的GDP數據並未爆冷，那麼下一個引爆點，也只能是鮑威爾的講話。 那麼，黃金有沒有可能走另一種節奏，即1775附近止跌企穩，然後重新上行，並且選擇上破上方1810-15區域的壓制？ 答案是，有。這也就是爲什麼許導還會讓大家保留1730附","listText":"臨近月底，整個市場都在等待美聯儲主席鮑威爾在一年一度的傑克遜霍爾央行年會的表演。 這一次他演講的主題是——《不平衡經濟中的宏觀經濟政策》。 鮑威爾的任期將會在2022年2月屆滿，18年的時候，他被建國任命爲美聯儲理事。就在前幾天，據媒體爆料，美國財政部長耶倫將支持鮑威爾連任美聯儲主席，據說，耶倫已經和白宮高級官員交談，表達了對鮑威爾的支持，預計他可能會在民主黨和共和黨的投票中獲得通過。 許導認爲，這件事傳得有板有眼兒，十有八九是真的，並且很有可能鮑威爾任期滿了之後，還會再幹四年。原因無他，目前美聯儲主席這個位置，是個燙手山芋。 就在剛剛，北京時間20:30，美國公佈了第二季季度GDP數據，實際值6.6%，低於預期6.7%，前值爲6.5%。數據公佈後，美國10年期國債收益率升至日內新高1.364%，也直接引發了黃金，白銀的拋盤。 聖路易斯聯儲主席布拉德跳出來表示，“通貨膨脹比預期的要高，美聯儲應該開始縮減購債規模，到2022年第一季度結束縮債。”是不是看着這樣的置評很鷹派？ 問題是，這麼鷹派的置評爲什麼卻沒有把貴金屬短線打崩盤？你們看，基本面的學習積累是多麼的重要。 因爲，布拉德今年並沒有投票權。所以你們可以當他就是在嘴炮。儘管布拉德已經承認他是點陣圖中預測2022年加息的委員之一，不過，許導還是放個圖吧，因爲今年沒有投票權，不代表將來他沒有投票權，地方聯儲主席在美聯儲裏面是輪值的，萬一你們有人因爲他的嘴炮爆倉了，總要甩個鍋對不對。 如上圖所示，黃金目前正處於1810高點以來的調整走勢，實際上就是在尋找1680低點以來反彈走勢的二次探底，既然今晚的GDP數據並未爆冷，那麼下一個引爆點，也只能是鮑威爾的講話。 那麼，黃金有沒有可能走另一種節奏，即1775附近止跌企穩，然後重新上行，並且選擇上破上方1810-15區域的壓制？ 答案是，有。這也就是爲什麼許導還會讓大家保留1730附","text":"臨近月底，整個市場都在等待美聯儲主席鮑威爾在一年一度的傑克遜霍爾央行年會的表演。 這一次他演講的主題是——《不平衡經濟中的宏觀經濟政策》。 鮑威爾的任期將會在2022年2月屆滿，18年的時候，他被建國任命爲美聯儲理事。就在前幾天，據媒體爆料，美國財政部長耶倫將支持鮑威爾連任美聯儲主席，據說，耶倫已經和白宮高級官員交談，表達了對鮑威爾的支持，預計他可能會在民主黨和共和黨的投票中獲得通過。 許導認爲，這件事傳得有板有眼兒，十有八九是真的，並且很有可能鮑威爾任期滿了之後，還會再幹四年。原因無他，目前美聯儲主席這個位置，是個燙手山芋。 就在剛剛，北京時間20:30，美國公佈了第二季季度GDP數據，實際值6.6%，低於預期6.7%，前值爲6.5%。數據公佈後，美國10年期國債收益率升至日內新高1.364%，也直接引發了黃金，白銀的拋盤。 聖路易斯聯儲主席布拉德跳出來表示，“通貨膨脹比預期的要高，美聯儲應該開始縮減購債規模，到2022年第一季度結束縮債。”是不是看着這樣的置評很鷹派？ 問題是，這麼鷹派的置評爲什麼卻沒有把貴金屬短線打崩盤？你們看，基本面的學習積累是多麼的重要。 因爲，布拉德今年並沒有投票權。所以你們可以當他就是在嘴炮。儘管布拉德已經承認他是點陣圖中預測2022年加息的委員之一，不過，許導還是放個圖吧，因爲今年沒有投票權，不代表將來他沒有投票權，地方聯儲主席在美聯儲裏面是輪值的，萬一你們有人因爲他的嘴炮爆倉了，總要甩個鍋對不對。 如上圖所示，黃金目前正處於1810高點以來的調整走勢，實際上就是在尋找1680低點以來反彈走勢的二次探底，既然今晚的GDP數據並未爆冷，那麼下一個引爆點，也只能是鮑威爾的講話。 那麼，黃金有沒有可能走另一種節奏，即1775附近止跌企穩，然後重新上行，並且選擇上破上方1810-15區域的壓制？ 答案是，有。這也就是爲什麼許導還會讓大家保留1730附","images":[{"img":"https://static.tigerbbs.com/4e00378ae37ffcee51d15232c6f4078c","width":"688","height":"278"},{"img":"https://static.tigerbbs.com/271d3bad1d94c9f8bf79eb67b7b204e9","width":"349","height":"616"},{"img":"https://static.tigerbbs.com/1ba56cb93504adef56f106d2d1626b68","width":"603","height":"202"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810402350","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810363318,"gmtCreate":1629944986134,"gmtModify":1676530180138,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"g g g","listText":"g g g","text":"g g g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810363318","repostId":"834369868","repostType":1,"repost":{"id":834369868,"gmtCreate":1629772598254,"gmtModify":1676530126484,"author":{"id":"3516096698306373","authorId":"3516096698306373","name":"石头Stone","avatar":"https://static.tigerbbs.com/242aa40803bef9293cb83c26e2fd02cc","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516096698306373","authorIdStr":"3516096698306373"},"themes":[],"title":"跑贏99%用戶的交易策略，如何利潤最大化？","htmlText":"大家好，今天是2021年8月24日，星期二，距離上一篇空間站更新，大概過了10天。爲什麼最近沒更新空間站呢？原因很簡單： 什麼操作都沒有做 沒有特別吸引我的公司財報 市場按照推演的預期進行中 最近我發現老虎證券的App更新了些功能，比如在賬戶分析中顯示收益率超越用戶比、共計交易金額、以及累計交易股票數量。 在正文開始之前呢，咱們先來看下這個老虎賬戶到現在爲止的收益率是多少，做了多少錢的交易，又能能超越多少人呢？ 回顧2021年7月5日，公開發文：<a href=\"https://www.laohu8.com/post/158937006\" target=\"_blank\">2021上半年收益60%，總收益1275%，下半年投資方向在哪裏</a>？這篇文章，通過標題大家可以看到，賬戶上半年的收益率大概在60%左右。 那麼經過這2個月的市場洗禮、踩雷<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>&nbsp;和<a target=\"_blank\" href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>&nbsp;、在空間站打“明牌”，所有操作都公開的情況下，賬戶會變成什麼樣呢？ 暫停一下，來猜一猜 咱們先上數據，具體賬戶分析留着到時候再做。這些數據分析，也是爲了佐證我的一些思路、想法是否能跟得上潮流，是否真正有效。畢竟如果我自己的公開賬戶都做的不好，還有什麼臉來跟大家分享我的交易方式呢，如果真的發生了，那我大概率會選擇閉門反思。 截止目前2021年8月24日，總收益11.6萬美金，跌破了2-3月份就完成的年計劃的100W人民幣收入，不過沒有關係，我們還有機會，後面還有4個多月時間供我們容錯。 導致賬戶受損的主要原因是踩雷，這倆中概股加一起佔了總虧損的絕大部分。因爲“","listText":"大家好，今天是2021年8月24日，星期二，距離上一篇空間站更新，大概過了10天。爲什麼最近沒更新空間站呢？原因很簡單： 什麼操作都沒有做 沒有特別吸引我的公司財報 市場按照推演的預期進行中 最近我發現老虎證券的App更新了些功能，比如在賬戶分析中顯示收益率超越用戶比、共計交易金額、以及累計交易股票數量。 在正文開始之前呢，咱們先來看下這個老虎賬戶到現在爲止的收益率是多少，做了多少錢的交易，又能能超越多少人呢？ 回顧2021年7月5日，公開發文：<a href=\"https://www.laohu8.com/post/158937006\" target=\"_blank\">2021上半年收益60%，總收益1275%，下半年投資方向在哪裏</a>？這篇文章，通過標題大家可以看到，賬戶上半年的收益率大概在60%左右。 那麼經過這2個月的市場洗禮、踩雷<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>&nbsp;和<a target=\"_blank\" href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>&nbsp;、在空間站打“明牌”，所有操作都公開的情況下，賬戶會變成什麼樣呢？ 暫停一下，來猜一猜 咱們先上數據，具體賬戶分析留着到時候再做。這些數據分析，也是爲了佐證我的一些思路、想法是否能跟得上潮流，是否真正有效。畢竟如果我自己的公開賬戶都做的不好，還有什麼臉來跟大家分享我的交易方式呢，如果真的發生了，那我大概率會選擇閉門反思。 截止目前2021年8月24日，總收益11.6萬美金，跌破了2-3月份就完成的年計劃的100W人民幣收入，不過沒有關係，我們還有機會，後面還有4個多月時間供我們容錯。 導致賬戶受損的主要原因是踩雷，這倆中概股加一起佔了總虧損的絕大部分。因爲“","text":"大家好，今天是2021年8月24日，星期二，距離上一篇空間站更新，大概過了10天。爲什麼最近沒更新空間站呢？原因很簡單： 什麼操作都沒有做 沒有特別吸引我的公司財報 市場按照推演的預期進行中 最近我發現老虎證券的App更新了些功能，比如在賬戶分析中顯示收益率超越用戶比、共計交易金額、以及累計交易股票數量。 在正文開始之前呢，咱們先來看下這個老虎賬戶到現在爲止的收益率是多少，做了多少錢的交易，又能能超越多少人呢？ 回顧2021年7月5日，公開發文：2021上半年收益60%，總收益1275%，下半年投資方向在哪裏？這篇文章，通過標題大家可以看到，賬戶上半年的收益率大概在60%左右。 那麼經過這2個月的市場洗禮、踩雷$滴滴(DIDI)$ 和$新氧(SY)$ 、在空間站打“明牌”，所有操作都公開的情況下，賬戶會變成什麼樣呢？ 暫停一下，來猜一猜 咱們先上數據，具體賬戶分析留着到時候再做。這些數據分析，也是爲了佐證我的一些思路、想法是否能跟得上潮流，是否真正有效。畢竟如果我自己的公開賬戶都做的不好，還有什麼臉來跟大家分享我的交易方式呢，如果真的發生了，那我大概率會選擇閉門反思。 截止目前2021年8月24日，總收益11.6萬美金，跌破了2-3月份就完成的年計劃的100W人民幣收入，不過沒有關係，我們還有機會，後面還有4個多月時間供我們容錯。 導致賬戶受損的主要原因是踩雷，這倆中概股加一起佔了總虧損的絕大部分。因爲“","images":[{"img":"https://static.tigerbbs.com/ad49b93834af4b3fa2362dc3fabcac11","width":"569","height":"342"},{"img":"https://static.tigerbbs.com/277c861ef1c4740a6bde6483817bf7fc","width":"553","height":"524"},{"img":"https://static.tigerbbs.com/0f4c51d50c7680e0f6fde8032adf4d1e","width":"688","height":"574"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834369868","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810369731,"gmtCreate":1629944971723,"gmtModify":1676530180123,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"ffg","listText":"ffg","text":"ffg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810369731","repostId":"2162080063","repostType":2,"repost":{"id":"2162080063","kind":"news","pubTimestamp":1629939660,"share":"https://ttm.financial/m/news/2162080063?lang=en_US&edition=fundamental","pubTime":"2021-08-26 09:01","market":"fut","language":"zh","title":"[Today's US stock heroes say] The storm is coming! The Jackson Hole Symposium is coming, and the big market is about to explode. U.S. stocks continue to rise. The S&P and the Nasdaq hit new record highs//Powell is likely to be dovish, and the market may react like this","url":"https://stock-news.laohu8.com/highlight/detail?id=2162080063","media":"FX168","summary":"FX168财经报社(北美)讯 美国股市周三(8月25日)延续涨势，纳指与标普500指数刷新盘中与收盘历史纪录，其中标普指数盘中首次突破4500点。由于这次的杰克逊霍尔央行年会采用线上方式，整体而言，市场预计美联储更有...","content":"<p><html><body><div><div><strong>FX168 Financial News (North America) News</strong>The U.S. stock market continued its gains on Wednesday (August 25th), with the Nasdaq and S&P 500 setting new intraday and closing historical records, with the S&P exceeding 4,500 points for the first time in intraday trading. Since the Jackson Hole central bank annual meeting is held online, overall, the market expects the Fed to be more likely to be dovish.</p><p>Today's guests are Jeff Liu, Chief Investment Strategist at Yohoo Wealth, and FX168 Tang Jiajun.</p><p><link href=\"https://cloudcache.tencent-cloud.com/open/qcloud/video/tcplayer/tcplayer.css\" ignore=\"1\" rel=\"stylesheet\"/></div><div><div><ul><li>US Stock Market</li><li>Analytical prediction</li></ul></div><div><div><div>share</div><div><div></div></div></div><div></div></div></div></div></body></html></p>","source":"fxdaily_fut","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\" />\n<title>[Today's US stock heroes say] The storm is coming! The Jackson Hole Symposium is coming, and the big market is about to explode. U.S. stocks continue to rise. The S&P and the Nasdaq hit new record highs//Powell is likely to be dovish, and the market may react like this</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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: 12.5px; color: #7E829C; margin: 0;}\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[Today's US stock heroes say] The storm is coming! The Jackson Hole Symposium is coming, and the big market is about to explode. U.S. stocks continue to rise. The S&P and the Nasdaq hit new record highs//Powell is likely to be dovish, and the market may react like this\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FX168</strong><span class=\"h-time small\">2021-08-26 09:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div><div><strong>FX168 Financial News (North America) News</strong>The U.S. stock market continued its gains on Wednesday (August 25th), with the Nasdaq and S&P 500 setting new intraday and closing historical records, with the S&P exceeding 4,500 points for the first time in intraday trading. Since the Jackson Hole central bank annual meeting is held online, overall, the market expects the Fed to be more likely to be dovish.</p><p>Today's guests are Jeff Liu, Chief Investment Strategist at Yohoo Wealth, and FX168 Tang Jiajun.</p><p><link href=\"https://cloudcache.tencent-cloud.com/open/qcloud/video/tcplayer/tcplayer.css\" ignore=\"1\" rel=\"stylesheet\"/></div><div><div><ul><li>US Stock Market</li><li>Analytical prediction</li></ul></div><div><div><div>share</div><div><div></div></div></div><div></div></div></div></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.fx168.cn/v/multitalk/2108/5297140.shtml\">FX168</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://www.fx168.cn/v/multitalk/2108/W020210826325145420558.jpg","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SQQQ":"纳指三倍做空ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","DJX":"1/100道琼斯","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","IVV":"标普500ETF-iShares","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","OEX":"标普100","DXD":"两倍做空道琼30指数ETF-ProShares","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","OEF":"标普100指数ETF-iShares","DDM":"2倍做多道指ETF-ProShares","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","DOG":"道指ETF-ProShares做空","QID":"两倍做空纳斯达克指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares",".DJI":"道琼斯","03086":"华夏纳指"},"source_url":"https://www.fx168.cn/v/multitalk/2108/5297140.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162080063","content_text":"FX168财经报社(北美)讯 美国股市周三(8月25日)延续涨势，纳指与标普500指数刷新盘中与收盘历史纪录，其中标普指数盘中首次突破4500点。由于这次的杰克逊霍尔央行年会采用线上方式，整体而言，市场预计美联储更有可能是鸽派倾向。今日嘉宾Yohoo财富首席投资策略师Jeff Liu和FX168唐嘉俊。\n\n\n\n\n\n                                                美国股市\n                                            \n\n\n\n                                                分析预测\n                                            \n\n\n\n\n\n分享","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"MNQmain":0.6,"SDS":0.6,"UPRO":0.6,"IVV":0.6,"SPY":1,"SPXU":0.6,"SQQQ":1,"SDOW":0.6,"QID":0.6,"OEX":0.6,"QQQ":1,"TQQQ":1,".DJI":1,".SPX":0.6,"SH":0.6,"QLD":0.6,"UDOW":0.6,"ESmain":1,"PSQ":0.6,"DXD":0.6,"SSO":0.6,"OEF":0.6,"DJX":0.6,".IXIC":1,"DOG":0.6,"NQmain":1,"DDM":0.6,"03086":1}},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837981339,"gmtCreate":1629852521121,"gmtModify":1676530150748,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"www","listText":"www","text":"www","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837981339","repostId":"1123533410","repostType":2,"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835071696,"gmtCreate":1629682519215,"gmtModify":1676530096250,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"sss s s","listText":"sss s s","text":"sss s s","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835071696","repostId":"836082796","repostType":1,"repost":{"id":836082796,"gmtCreate":1629438055113,"gmtModify":1676530041363,"author":{"id":"3527667612229510","authorId":"3527667612229510","name":"William85","avatar":"https://static.tigerbbs.com/524c2b779d765172bbfd2b18e3de63d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667612229510","authorIdStr":"3527667612229510"},"themes":[],"htmlText":"I am willing to bet DIDI might double overnight after this linvestigation. One press release with make DIDI go $16. It is coming soon (less than 3 weeks), very soon.<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>","listText":"I am willing to bet DIDI might double overnight after this linvestigation. One press release with make DIDI go $16. It is coming soon (less than 3 weeks), very soon.<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>","text":"I am willing to bet DIDI might double overnight after this linvestigation. One press release with make DIDI go $16. It is coming soon (less than 3 weeks), very soon.$DiDi Global Inc.(DIDI)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836082796","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835071876,"gmtCreate":1629682516795,"gmtModify":1676530096220,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"ss","listText":"ss","text":"ss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835071876","repostId":"836082796","repostType":1,"repost":{"id":836082796,"gmtCreate":1629438055113,"gmtModify":1676530041363,"author":{"id":"3527667612229510","authorId":"3527667612229510","name":"William85","avatar":"https://static.tigerbbs.com/524c2b779d765172bbfd2b18e3de63d9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667612229510","authorIdStr":"3527667612229510"},"themes":[],"htmlText":"I am willing to bet DIDI might double overnight after this linvestigation. One press release with make DIDI go $16. It is coming soon (less than 3 weeks), very soon.<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>","listText":"I am willing to bet DIDI might double overnight after this linvestigation. One press release with make DIDI go $16. It is coming soon (less than 3 weeks), very soon.<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>","text":"I am willing to bet DIDI might double overnight after this linvestigation. One press release with make DIDI go $16. It is coming soon (less than 3 weeks), very soon.$DiDi Global Inc.(DIDI)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836082796","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836527271,"gmtCreate":1629509191993,"gmtModify":1676530061094,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"f f f","listText":"f f f","text":"f f f","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836527271","repostId":"838737292","repostType":1,"repost":{"id":838737292,"gmtCreate":1629428764813,"gmtModify":1676530038220,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"?【8月20日】又見紅海一大片，今天抄底還是割肉？","htmlText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 8月20日訊，港股三大指數低開，恆指跌0.3%報25241點，國指跌0.24%報8894點，恆生科技指數跌0.38%報6020點。 盤面上，電信股強勢，<a target=\"_blank\" href=\"https://laohu8.com/S/00762\">$中國聯通(00762)$</a> 大幅高開5.6%，中電信漲1%；藥品股、教育股、燃氣股、物管股個別走強，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇華教育(06169)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/06666\">$恆大物業(06666)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01193\">$華潤燃氣(01193)$</a> 皆漲超3%；和小米初步洽談股份出售，恆大概念股集體高開，<a target=\"_blank\" href=\"https://laohu8.com/S/00708\">$恆大汽車(00708)$</a> 大漲9%；大型科網股繼續弱勢，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$網易-S(09999)$</a> 低開2.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 跌超1%；內房股、石油股、光伏股普","listText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 8月20日訊，港股三大指數低開，恆指跌0.3%報25241點，國指跌0.24%報8894點，恆生科技指數跌0.38%報6020點。 盤面上，電信股強勢，<a target=\"_blank\" href=\"https://laohu8.com/S/00762\">$中國聯通(00762)$</a> 大幅高開5.6%，中電信漲1%；藥品股、教育股、燃氣股、物管股個別走強，<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇華教育(06169)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/06666\">$恆大物業(06666)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01193\">$華潤燃氣(01193)$</a> 皆漲超3%；和小米初步洽談股份出售，恆大概念股集體高開，<a target=\"_blank\" href=\"https://laohu8.com/S/00708\">$恆大汽車(00708)$</a> 大漲9%；大型科網股繼續弱勢，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$網易-S(09999)$</a> 低開2.5%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 跌超1%；內房股、石油股、光伏股普","text":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股市場 8月20日訊，港股三大指數低開，恆指跌0.3%報25241點，國指跌0.24%報8894點，恆生科技指數跌0.38%報6020點。 盤面上，電信股強勢，$中國聯通(00762)$ 大幅高開5.6%，中電信漲1%；藥品股、教育股、燃氣股、物管股個別走強，$宇華教育(06169)$ 、$恆大物業(06666)$ 、$華潤燃氣(01193)$ 皆漲超3%；和小米初步洽談股份出售，恆大概念股集體高開，$恆大汽車(00708)$ 大漲9%；大型科網股繼續弱勢，$阿里巴巴-SW(09988)$ 、$網易-S(09999)$ 低開2.5%，$美團-W(03690)$ 跌超1%；內房股、石油股、光伏股普","images":[{"img":"https://static.tigerbbs.com/26882c1ffbf5f56852496be8f69b0018","width":"389","height":"303"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838737292","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838437805,"gmtCreate":1629423381307,"gmtModify":1676530035414,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"r r t","listText":"r r t","text":"r r t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838437805","repostId":"833325392","repostType":1,"repost":{"id":833325392,"gmtCreate":1629207399013,"gmtModify":1676529965809,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510558082622800","authorIdStr":"3510558082622800"},"themes":[],"title":"索羅斯、高瓴還有“大小摩”都買的滴滴見底了嗎？","htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 於6月底上市，隨後不久監管機構宣佈對這家打車公司進行調查，導致其股價一路暴跌。截止今日，滴滴目前股價較上市首日下跌超過40%。 新公佈的文件顯示，多家知名對衝基金此前對滴滴出行投下較大賭注。隨着第二季度機構持倉逐步公開，一起來看看哪些機構還持有滴滴？ 查看機構持倉鏈接：https://fintel.io/so/us/didi 哪些機構買了滴滴？ 滴滴最大機構股東包括Galileo (PTC) Ltd、摩根士丹利、Davis Selected Advisers、 淡馬錫、施德羅投資、摩根大通、第三點、Wellington Management Group Llp、Paulson &amp; Co. 根據昨日公佈的截至6月30日的文件顯示，最大股東Galileo (PTC) Ltd持有7583萬股滴滴ADR；摩根士丹利持有4956萬股滴滴ADR；新加坡主權基金淡馬錫購買了滴滴3,300萬份美國存託憑證(ADR)，第三點投資購買了1307萬股滴滴ADR。 老虎環球基金(Tiger Global Management LLC)披露持有200萬份滴滴ADR，價值2.82億美元。高瓴資本持有301萬股滴滴；億萬富翁索羅斯(George Soros)的基金購買了272萬份滴滴ADR。 對衝基金必須每季度向美國證券交易委員會(SEC)提交名爲“13F”的文件，外界得以一窺基金經理們截至6月30日止的持股情況，但該文件並不披露其入股日期。因此，無法確定投資者買入滴滴股票的確切時間，也不清楚他們是賺還是賠。 監管之下，滴滴見底了嗎？ 根據《南華早報》報道，該公司的幾個業務部門已經削減了今年的績效目標，因爲這些目標不再“切合實際”，該報道援引了身份不明的滴滴員工的話說。滴滴 (DIDI) 的工程","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 於6月底上市，隨後不久監管機構宣佈對這家打車公司進行調查，導致其股價一路暴跌。截止今日，滴滴目前股價較上市首日下跌超過40%。 新公佈的文件顯示，多家知名對衝基金此前對滴滴出行投下較大賭注。隨着第二季度機構持倉逐步公開，一起來看看哪些機構還持有滴滴？ 查看機構持倉鏈接：https://fintel.io/so/us/didi 哪些機構買了滴滴？ 滴滴最大機構股東包括Galileo (PTC) Ltd、摩根士丹利、Davis Selected Advisers、 淡馬錫、施德羅投資、摩根大通、第三點、Wellington Management Group Llp、Paulson &amp; Co. 根據昨日公佈的截至6月30日的文件顯示，最大股東Galileo (PTC) Ltd持有7583萬股滴滴ADR；摩根士丹利持有4956萬股滴滴ADR；新加坡主權基金淡馬錫購買了滴滴3,300萬份美國存託憑證(ADR)，第三點投資購買了1307萬股滴滴ADR。 老虎環球基金(Tiger Global Management LLC)披露持有200萬份滴滴ADR，價值2.82億美元。高瓴資本持有301萬股滴滴；億萬富翁索羅斯(George Soros)的基金購買了272萬份滴滴ADR。 對衝基金必須每季度向美國證券交易委員會(SEC)提交名爲“13F”的文件，外界得以一窺基金經理們截至6月30日止的持股情況，但該文件並不披露其入股日期。因此，無法確定投資者買入滴滴股票的確切時間，也不清楚他們是賺還是賠。 監管之下，滴滴見底了嗎？ 根據《南華早報》報道，該公司的幾個業務部門已經削減了今年的績效目標，因爲這些目標不再“切合實際”，該報道援引了身份不明的滴滴員工的話說。滴滴 (DIDI) 的工程","text":"$滴滴(DIDI)$ 於6月底上市，隨後不久監管機構宣佈對這家打車公司進行調查，導致其股價一路暴跌。截止今日，滴滴目前股價較上市首日下跌超過40%。 新公佈的文件顯示，多家知名對衝基金此前對滴滴出行投下較大賭注。隨着第二季度機構持倉逐步公開，一起來看看哪些機構還持有滴滴？ 查看機構持倉鏈接：https://fintel.io/so/us/didi 哪些機構買了滴滴？ 滴滴最大機構股東包括Galileo (PTC) Ltd、摩根士丹利、Davis Selected Advisers、 淡馬錫、施德羅投資、摩根大通、第三點、Wellington Management Group Llp、Paulson & Co. 根據昨日公佈的截至6月30日的文件顯示，最大股東Galileo (PTC) Ltd持有7583萬股滴滴ADR；摩根士丹利持有4956萬股滴滴ADR；新加坡主權基金淡馬錫購買了滴滴3,300萬份美國存託憑證(ADR)，第三點投資購買了1307萬股滴滴ADR。 老虎環球基金(Tiger Global Management LLC)披露持有200萬份滴滴ADR，價值2.82億美元。高瓴資本持有301萬股滴滴；億萬富翁索羅斯(George Soros)的基金購買了272萬份滴滴ADR。 對衝基金必須每季度向美國證券交易委員會(SEC)提交名爲“13F”的文件，外界得以一窺基金經理們截至6月30日止的持股情況，但該文件並不披露其入股日期。因此，無法確定投資者買入滴滴股票的確切時間，也不清楚他們是賺還是賠。 監管之下，滴滴見底了嗎？ 根據《南華早報》報道，該公司的幾個業務部門已經削減了今年的績效目標，因爲這些目標不再“切合實際”，該報道援引了身份不明的滴滴員工的話說。滴滴 (DIDI) 的工程","images":[{"img":"https://static.tigerbbs.com/e2fb2e457cde9ef59d8a142265d1b12f","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/0df2845b0e3b74000d6a123f1b95e513","width":"688","height":"389"},{"img":"https://static.tigerbbs.com/4f18e66b1323fa6e0394b11e110b24c7","width":"688","height":"35"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833325392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838434595,"gmtCreate":1629423350517,"gmtModify":1676530035398,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"fff","listText":"fff","text":"fff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838434595","repostId":"2160799153","repostType":2,"repost":{"id":"2160799153","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1629420623,"share":"https://ttm.financial/m/news/2160799153?lang=en_US&edition=fundamental","pubTime":"2021-08-20 08:50","market":"us","language":"zh","title":"Tencent Ali Meituan Kuaishou, the market value evaporated by 8 trillion! Really abandoned?","url":"https://stock-news.laohu8.com/highlight/detail?id=2160799153","media":"券商中国","summary":"8月19日当天，腾讯在二级市场上回购了18万股，涉资7697万港元。这是8月份以来，段永平第二次透露自己买入了腾讯的股票。在反垄断风暴下，腾讯已经收到多项反垄断行政处罚书。中信证券表示，腾讯控股二季度业绩略超预期。自去年10月28日的历史高点309.4港元以来，阿里巴巴累计下跌47.6%，市值蒸发了3.21万亿港元，跌掉了5个小米。","content":"<p>Suppressed by the anti-monopoly storm and rumors that tax cuts may be cancelled, the stock prices of Internet giants are experiencing the baptism of \"cold winter\".</p><p>On August 19, investors in Hong Kong stocks were \"severely beaten\" for more than 5 hours.</p><p>On the same day, the Hong Kong stock market struggled for only ten minutes after the opening, then turned around and went all the way down until the close. Hong Kong's Hang Seng Index fell by 2% and the Hang Seng Technology Index fell by nearly 3%.</p><p>The stock prices of Internet giants are even more \"injured\". Meituan and Kuaishou fell 7%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell 5.54%,<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>It fell 3.44%. Among them, the stock prices of Alibaba and Kuaishou both hit record lows, and Tencent Holdings also hit a 52-week low. In terms of U.S. stocks, Alibaba fell 6.85% on August 19.</p><p>Since the high point, Meituan's stock price has fallen by 55.96%, and its market value has evaporated by 1.58 trillion Hong Kong dollars; Tencent has fallen by 45.5% cumulatively, and its market value has evaporated by HK $3.38 trillion; Alibaba fell 47.6%, evaporating HK $3.21 trillion; Kuaishou's stock price fell 84%, evaporating 1.47 trillion Hong Kong dollars. The total market value of the above four Internet giants evaporated by 9.64 trillion Hong Kong dollars, or about 8 trillion yuan.</p><p>However, in the face of the nearly halved stock price, Tencent made a move! On August 19, Tencent repurchased 180,000 shares in the secondary market, involving HK $76.97 million. The day before (August 18), Duan Yongping, a well-known investor, issued a document saying that he bought some Tencent and Ali that day. This is the second time since August that Duan Yongping has revealed that he has bought Tencent shares.</p><p>Meituan's stock price halved, and its market value evaporated by HK $1.58 trillion</p><p>Let's take a look at Meituan first. The stock price fell 7.15% that day to close at HK $202.6 per share; Since the historical high of HK $460 per share set in February this year, Meituan's stock price has fallen by 55.96%.</p><p>The cumulative market value has evaporated by 1.58 trillion Hong Kong dollars, which is equivalent to the loss of 2.6 millets (Xiaomi's latest market value is 602.1 billion Hong Kong dollars).</p><p><img src=\"https://static.tigerbbs.com/40637a8cb5287f84680e70549bd22998\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>However, even if the stock price is cut in half, Meituan still has a 400% increase compared to the low of HK $40.25 at the beginning of 2019. This means that early investors still made huge profits, but those who lost more were those who bought after February 18 this year.</p><p>On April 26 this year, the State Administration for Market Regulation announced that recently, the State Administration for Market Regulation, based on reports, launched an investigation into Meituan's suspected monopolistic behaviors such as \"choose one from two\".</p><p>On July 26th, seven departments, including the State Administration of Market Supervision and the National Network Information Office, jointly issued the Guiding Opinions on Implementing the Responsibility of Online Catering Platforms and Effectively Safeguarding the Rights and Interests of Takeaway Food Delivery Workers, which put forward all-round requirements for safeguarding the legitimate rights and interests of food delivery workers, including labor income, labor safety, food safety, social security, working environment, organizational construction, disposal mechanism, etc.</p><p>Specifically, it includes: ensuring that the normal labor income of food delivery staff is not lower than the local minimum wage standard; The \"strictest algorithm\" shall not be used as the assessment requirement, and the assessment elements such as order quantity, punctuality rate, and online rate shall be reasonably determined through \"algorithm picking\" and other methods, and the delivery time limit shall be appropriately relaxed; The platform and third-party cooperative units participate in social insurance for food delivery staff who have established labor relations, support other food delivery staff to participate in social insurance, and participate in the pilot project of occupational injury protection for flexible employees on the platform in accordance with national regulations.</p><p>Immediately, Meituan's stock price plummeted 13.76% on July 26, and plummeted 17.66% on July 27.</p><p>CMB International pointed out that based on the potential adjustment of social security, it is expected that the operating profit margin of Meituan's food delivery business will drop to 6% in the second half of the year.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>It is believed that compared with other Internet leaders, Meituan has relatively little potential regulatory pressure in terms of anti-monopoly and information security review because it relies heavily on operations and its business is closer to people's lives. The market is most concerned about the long-term profitability impact of its business. Based on the increase of social security costs, the corresponding sensitivity analysis is carried out, and it is judged that the impact on the company's fundamentals is limited. The short-term rapid decline in the stock price is caused by panic caused by uncertainty in the context of the implementation of the double reduction policy in education. It is recommended to look at it objectively and believe that the company's value orientation for a better life is in line with the interests of all parties and has the foundation for healthy development. Maintain Meituan's \"buy\" rating.</p><p>Tencent fell 45.5% cumulatively, and its market value evaporated by HK $3.38 trillion</p><p>Let's take a look at the leading boss Tencent. On August 19, Tencent's stock price closed down 3.44%, setting a new 52-week low. However, in the face of the sluggish stock price, Tencent took action. On the same day, Tencent repurchased 180,000 shares at a cost of HK $76.97 million. The day before, Duan Yongping, a well-known investor, issued a document saying that he bought some Tencent and Ali that day. This is also the second time Duan Yongping revealed that he bought Tencent shares in August.</p><p>In fact, in early trading on August 19, Tencent's stock price opened 2.7% higher, mainly because the financial report disclosed by Tencent the night before was good, and the revenue and net profit data exceeded market expectations. In the financial report, Tencent also announced for the first time the proportion of primary school students' game turnover. Among them, players under the age of 16 accounted for 2.6% of Tencent's game turnover in China, and players under the age of 12 accounted for 0.3%.</p><p><img src=\"https://static.tigerbbs.com/eda6384db940551825922d9749eae7d3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>However, in early trading that day, other technology stocks took the lead in diving, and Tencent was also dragged down. After more than an hour of resistance, Tencent finally turned green. In the afternoon, the decline worsened, and finally closed down 3.44% at HK $421.2.</p><p>Like Meituan, Tencent's stock price also began to adjust on February 18 this year. Tencent's current stock price has fallen by 45.5% compared to the historical high of HK $773.39 when it was founded on February 18, and its market value has evaporated by HK $3.38 trillion, which is equivalent to a drop of 5.6 millets.</p><p>Under the anti-monopoly storm, Tencent has received a number of anti-monopoly administrative penalties. According to statistics from brokerage Chinese reporters, since July alone, Tencent has received 6 anti-monopoly fines and received bans from its subsidiaries<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>With<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>The merger case was decided 1 copy.</p><p>In addition, in early August, a news report about games endangering teenagers compared online games to new \"drugs\" and named \"the glory of the king\", which once caused Tencent's share price to plummet by 10% in intraday trading on August 3rd. At noon that day, Tencent quickly issued a document, gradually launching seven new measures of \"double reduction, doubles and three promotions\" for all games from the pilot of \"the glory of the king\", and prohibiting users under the age of 12 from recharging.</p><p>The sharp drop in Tencent's stock price made Duan Yongping, a well-known investor, \"unable to stand it anymore\". On the morning of August 4, Duan Yongping wrote in his snowball account \"The road is invisible and I have style\", \"I bought some Tencent Holdings today, and I will buy more if it falls.\"</p><p><img src=\"https://static.tigerbbs.com/22411a318b2e4227b3fee2b8c803f411\" tg-width=\"900\" tg-height=\"172\" referrerpolicy=\"no-referrer\"></p><p>Under the call of the boss, investors poured into bargain hunting. Tencent's stock price once rose 5% that day and closed up 2.42%. However, after several days of shocks, Tencent's stock price has recently returned to its downward trend. On August 18, Duan Yongping posted again, \"I bought some Tencent and Ali today.\"</p><p><img src=\"https://static.tigerbbs.com/c04d07efd4d6414486e14509c0e76830\" tg-width=\"609\" tg-height=\"225\" referrerpolicy=\"no-referrer\">On the earnings conference call on the evening of August 18th, Liu Chiping, president of Tencent, said that global Internet supervision is the general trend, and China's structured supervision in the Internet field is leading and strict in the world. Previously, the supervision of China's Internet industry was relatively loose, but it is gradually tightening. It is expected that more regulatory measures will be introduced in the future.</p><p>Regarding the recent media reports that Internet companies may no longer enjoy the 10% preferential tax policy, Tencent CFO Luo Shuohan responded that with the passage of time, tax subsidies have generally decreased. In the past period of time, the company has fully considered the tax rate, and will strictly follow the national regulations in taxation in the future.</p><p><a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>Said that Tencent Holdings' second-quarter performance slightly exceeded expectations. Tencent is the core investment target in China's Internet field. Although anti-monopoly supervision has affected Tencent's related subsidiaries, the company's core businesses are still stable at present. In China's Internet field, the company still has strong product and competitive advantages, and actively increases investment in renewable energy, cloud business and innovative content to maintain the driving force of long-term sustainable development. Considering that the company has increased its investment in renewable energy, cloud business, and innovative content, the income tax concessions for game enterprises may change, and the rectification of App open-screen advertising and the \"Data Security Law\" may have a certain impact on the advertising business. Short-term profit growth is expected to be under pressure, but there is still room for continued growth in the medium and long term, and the \"buy\" rating is maintained.</p><p>Alibaba fell 47.6%, and its market value evaporated by HK $3.21 trillion</p><p>On August 19, Alibaba's Hong Kong stock price also fell 5.51% to close at HK $162.1, a record low, with the latest market value of HK $3.52 trillion.</p><p><img src=\"https://static.tigerbbs.com/240444cc64551d7a9718f5ad0994e19d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">Compared with Meituan and Tencent, this round of adjustment of Alibaba's stock price was earlier, and it started this round of decline since the end of October last year. Since the all-time high of HK $309.4 on October 28 last year, Alibaba has fallen by 47.6%, and its market value has evaporated by HK $3.21 trillion, falling 5 Xiaomi.</p><p>The antitrust investigation that Ali encountered came earlier. In December 2020, the State Administration for Market Regulation launched an investigation into Alibaba Group's abuse of market dominance in China's online retail platform service market in accordance with the Anti-Monopoly Law. On April 10, 2021, the State Administration for Market Regulation announced that it imposed administrative penalties on Alibaba Group in accordance with the law, ordered it to stop illegal activities, and imposed a fine of 4% of its domestic sales of 455.712 billion yuan in China in 2019, totaling 18.228 billion yuan (US $2.782 billion).) fine. Days after Alibaba's antitrust fine was issued, regulators interviewed<a href=\"https://laohu8.com/S/06688\">Ant Group</a>。</p><p>At the beginning of August, Alibaba issued an \"early warning\" in a conference call after the financial report was announced that some businesses would no longer enjoy the 10% tax preferential policy. Alibaba's latest financial report data also shows that its effective tax rate for the three months ended June 30, 2021 has increased from 19% in the same period last year to 20% today.</p><p>Industry insiders told brokerage China reporters that changes in preferential tax rate policies should be mainly aimed at Internet giants such as Ali and Tencent, but have little impact on more new economic enterprises in the early stage of entrepreneurship.</p><p><a href=\"https://laohu8.com/S/600918\">Zhongtai Securities</a>He said that under the background of stricter supervision, Ali's short-term operations are under pressure. In the long run, e-commerce leaders will continue to benefit from the increase in online penetration and the acceleration of digitalization. Ali has accumulated strong competitive advantages in brand services, cloud computing and other fields. With strong competitive advantages, large investment in R&D, and excellent innovation capabilities, it is expected to drive growth through continuous innovation in the future.<a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>、<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>(Hong Kong) also recently stated that at present, Alibaba's valuation has reached an attractive level.</p><p>Kuaishou's stock price fell 84%, and its market value evaporated by HK $1.47 trillion</p><p>Compared with several other Internet giants, Kuaishou's stock price fell even worse.</p><p><img src=\"https://static.tigerbbs.com/2c48d96c580c0b42fb488aafad9f9210\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>On August 19, Kuaishou Hong Kong stocks fell 7.07% again to HK $65.75, setting a record low for the seventh consecutive trading day, with the latest market value of only HK $273.5 billion. Since the high of HK $417.8, Kuaishou's stock price has fallen by 84%, and its market value has evaporated by nearly HK $1.47 trillion. At present, the market value of Meituan's Hong Kong stock market is only 1.24 trillion Hong Kong dollars. In other words, Kuaishou has directly evaporated the size of a Meituan.</p><p>Kuaishou landed on the Hong Kong Stock Exchange on February 5 this year, becoming \"the first short video stock in China\". In the first six trading days after listing, Kuaishou's stock price rose all the way, and its market value once reached 1.74 trillion Hong Kong dollars. But unexpectedly, the good days of Kuaishou's listing will only stay in these 6 days. Subsequently, the stock has fallen all the way to this day, lasting for half a year.</p><p><a href=\"https://laohu8.com/S/00665\">Haitong International</a>It is pointed out that in the short term, it is believed that the lifting of the ban on restricted shares in August and regulatory uncertainty will put pressure on Kuaishou's stock price. The adjusted target price is HK $125 (originally HK $276), and the earnings per share forecast for fiscal year 2023 is lowered from RMB 9.81 to RMB 3.45, mainly due to the net profit margin adjustment.</p>","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\" />\n<title>Tencent Ali Meituan Kuaishou, the market value evaporated by 8 trillion! Really abandoned?</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTencent Ali Meituan Kuaishou, the market value evaporated by 8 trillion! Really abandoned?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-08-20 08:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Suppressed by the anti-monopoly storm and rumors that tax cuts may be cancelled, the stock prices of Internet giants are experiencing the baptism of \"cold winter\".</p><p>On August 19, investors in Hong Kong stocks were \"severely beaten\" for more than 5 hours.</p><p>On the same day, the Hong Kong stock market struggled for only ten minutes after the opening, then turned around and went all the way down until the close. Hong Kong's Hang Seng Index fell by 2% and the Hang Seng Technology Index fell by nearly 3%.</p><p>The stock prices of Internet giants are even more \"injured\". Meituan and Kuaishou fell 7%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell 5.54%,<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>It fell 3.44%. Among them, the stock prices of Alibaba and Kuaishou both hit record lows, and Tencent Holdings also hit a 52-week low. In terms of U.S. stocks, Alibaba fell 6.85% on August 19.</p><p>Since the high point, Meituan's stock price has fallen by 55.96%, and its market value has evaporated by 1.58 trillion Hong Kong dollars; Tencent has fallen by 45.5% cumulatively, and its market value has evaporated by HK $3.38 trillion; Alibaba fell 47.6%, evaporating HK $3.21 trillion; Kuaishou's stock price fell 84%, evaporating 1.47 trillion Hong Kong dollars. The total market value of the above four Internet giants evaporated by 9.64 trillion Hong Kong dollars, or about 8 trillion yuan.</p><p>However, in the face of the nearly halved stock price, Tencent made a move! On August 19, Tencent repurchased 180,000 shares in the secondary market, involving HK $76.97 million. The day before (August 18), Duan Yongping, a well-known investor, issued a document saying that he bought some Tencent and Ali that day. This is the second time since August that Duan Yongping has revealed that he has bought Tencent shares.</p><p>Meituan's stock price halved, and its market value evaporated by HK $1.58 trillion</p><p>Let's take a look at Meituan first. The stock price fell 7.15% that day to close at HK $202.6 per share; Since the historical high of HK $460 per share set in February this year, Meituan's stock price has fallen by 55.96%.</p><p>The cumulative market value has evaporated by 1.58 trillion Hong Kong dollars, which is equivalent to the loss of 2.6 millets (Xiaomi's latest market value is 602.1 billion Hong Kong dollars).</p><p><img src=\"https://static.tigerbbs.com/40637a8cb5287f84680e70549bd22998\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>However, even if the stock price is cut in half, Meituan still has a 400% increase compared to the low of HK $40.25 at the beginning of 2019. This means that early investors still made huge profits, but those who lost more were those who bought after February 18 this year.</p><p>On April 26 this year, the State Administration for Market Regulation announced that recently, the State Administration for Market Regulation, based on reports, launched an investigation into Meituan's suspected monopolistic behaviors such as \"choose one from two\".</p><p>On July 26th, seven departments, including the State Administration of Market Supervision and the National Network Information Office, jointly issued the Guiding Opinions on Implementing the Responsibility of Online Catering Platforms and Effectively Safeguarding the Rights and Interests of Takeaway Food Delivery Workers, which put forward all-round requirements for safeguarding the legitimate rights and interests of food delivery workers, including labor income, labor safety, food safety, social security, working environment, organizational construction, disposal mechanism, etc.</p><p>Specifically, it includes: ensuring that the normal labor income of food delivery staff is not lower than the local minimum wage standard; The \"strictest algorithm\" shall not be used as the assessment requirement, and the assessment elements such as order quantity, punctuality rate, and online rate shall be reasonably determined through \"algorithm picking\" and other methods, and the delivery time limit shall be appropriately relaxed; The platform and third-party cooperative units participate in social insurance for food delivery staff who have established labor relations, support other food delivery staff to participate in social insurance, and participate in the pilot project of occupational injury protection for flexible employees on the platform in accordance with national regulations.</p><p>Immediately, Meituan's stock price plummeted 13.76% on July 26, and plummeted 17.66% on July 27.</p><p>CMB International pointed out that based on the potential adjustment of social security, it is expected that the operating profit margin of Meituan's food delivery business will drop to 6% in the second half of the year.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>It is believed that compared with other Internet leaders, Meituan has relatively little potential regulatory pressure in terms of anti-monopoly and information security review because it relies heavily on operations and its business is closer to people's lives. The market is most concerned about the long-term profitability impact of its business. Based on the increase of social security costs, the corresponding sensitivity analysis is carried out, and it is judged that the impact on the company's fundamentals is limited. The short-term rapid decline in the stock price is caused by panic caused by uncertainty in the context of the implementation of the double reduction policy in education. It is recommended to look at it objectively and believe that the company's value orientation for a better life is in line with the interests of all parties and has the foundation for healthy development. Maintain Meituan's \"buy\" rating.</p><p>Tencent fell 45.5% cumulatively, and its market value evaporated by HK $3.38 trillion</p><p>Let's take a look at the leading boss Tencent. On August 19, Tencent's stock price closed down 3.44%, setting a new 52-week low. However, in the face of the sluggish stock price, Tencent took action. On the same day, Tencent repurchased 180,000 shares at a cost of HK $76.97 million. The day before, Duan Yongping, a well-known investor, issued a document saying that he bought some Tencent and Ali that day. This is also the second time Duan Yongping revealed that he bought Tencent shares in August.</p><p>In fact, in early trading on August 19, Tencent's stock price opened 2.7% higher, mainly because the financial report disclosed by Tencent the night before was good, and the revenue and net profit data exceeded market expectations. In the financial report, Tencent also announced for the first time the proportion of primary school students' game turnover. Among them, players under the age of 16 accounted for 2.6% of Tencent's game turnover in China, and players under the age of 12 accounted for 0.3%.</p><p><img src=\"https://static.tigerbbs.com/eda6384db940551825922d9749eae7d3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>However, in early trading that day, other technology stocks took the lead in diving, and Tencent was also dragged down. After more than an hour of resistance, Tencent finally turned green. In the afternoon, the decline worsened, and finally closed down 3.44% at HK $421.2.</p><p>Like Meituan, Tencent's stock price also began to adjust on February 18 this year. Tencent's current stock price has fallen by 45.5% compared to the historical high of HK $773.39 when it was founded on February 18, and its market value has evaporated by HK $3.38 trillion, which is equivalent to a drop of 5.6 millets.</p><p>Under the anti-monopoly storm, Tencent has received a number of anti-monopoly administrative penalties. According to statistics from brokerage Chinese reporters, since July alone, Tencent has received 6 anti-monopoly fines and received bans from its subsidiaries<a href=\"https://laohu8.com/S/HUYA\">Tiger Tooth</a>With<a href=\"https://laohu8.com/S/DOYU\">Betta fish</a>The merger case was decided 1 copy.</p><p>In addition, in early August, a news report about games endangering teenagers compared online games to new \"drugs\" and named \"the glory of the king\", which once caused Tencent's share price to plummet by 10% in intraday trading on August 3rd. At noon that day, Tencent quickly issued a document, gradually launching seven new measures of \"double reduction, doubles and three promotions\" for all games from the pilot of \"the glory of the king\", and prohibiting users under the age of 12 from recharging.</p><p>The sharp drop in Tencent's stock price made Duan Yongping, a well-known investor, \"unable to stand it anymore\". On the morning of August 4, Duan Yongping wrote in his snowball account \"The road is invisible and I have style\", \"I bought some Tencent Holdings today, and I will buy more if it falls.\"</p><p><img src=\"https://static.tigerbbs.com/22411a318b2e4227b3fee2b8c803f411\" tg-width=\"900\" tg-height=\"172\" referrerpolicy=\"no-referrer\"></p><p>Under the call of the boss, investors poured into bargain hunting. Tencent's stock price once rose 5% that day and closed up 2.42%. However, after several days of shocks, Tencent's stock price has recently returned to its downward trend. On August 18, Duan Yongping posted again, \"I bought some Tencent and Ali today.\"</p><p><img src=\"https://static.tigerbbs.com/c04d07efd4d6414486e14509c0e76830\" tg-width=\"609\" tg-height=\"225\" referrerpolicy=\"no-referrer\">On the earnings conference call on the evening of August 18th, Liu Chiping, president of Tencent, said that global Internet supervision is the general trend, and China's structured supervision in the Internet field is leading and strict in the world. Previously, the supervision of China's Internet industry was relatively loose, but it is gradually tightening. It is expected that more regulatory measures will be introduced in the future.</p><p>Regarding the recent media reports that Internet companies may no longer enjoy the 10% preferential tax policy, Tencent CFO Luo Shuohan responded that with the passage of time, tax subsidies have generally decreased. In the past period of time, the company has fully considered the tax rate, and will strictly follow the national regulations in taxation in the future.</p><p><a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>Said that Tencent Holdings' second-quarter performance slightly exceeded expectations. Tencent is the core investment target in China's Internet field. Although anti-monopoly supervision has affected Tencent's related subsidiaries, the company's core businesses are still stable at present. In China's Internet field, the company still has strong product and competitive advantages, and actively increases investment in renewable energy, cloud business and innovative content to maintain the driving force of long-term sustainable development. Considering that the company has increased its investment in renewable energy, cloud business, and innovative content, the income tax concessions for game enterprises may change, and the rectification of App open-screen advertising and the \"Data Security Law\" may have a certain impact on the advertising business. Short-term profit growth is expected to be under pressure, but there is still room for continued growth in the medium and long term, and the \"buy\" rating is maintained.</p><p>Alibaba fell 47.6%, and its market value evaporated by HK $3.21 trillion</p><p>On August 19, Alibaba's Hong Kong stock price also fell 5.51% to close at HK $162.1, a record low, with the latest market value of HK $3.52 trillion.</p><p><img src=\"https://static.tigerbbs.com/240444cc64551d7a9718f5ad0994e19d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">Compared with Meituan and Tencent, this round of adjustment of Alibaba's stock price was earlier, and it started this round of decline since the end of October last year. Since the all-time high of HK $309.4 on October 28 last year, Alibaba has fallen by 47.6%, and its market value has evaporated by HK $3.21 trillion, falling 5 Xiaomi.</p><p>The antitrust investigation that Ali encountered came earlier. In December 2020, the State Administration for Market Regulation launched an investigation into Alibaba Group's abuse of market dominance in China's online retail platform service market in accordance with the Anti-Monopoly Law. On April 10, 2021, the State Administration for Market Regulation announced that it imposed administrative penalties on Alibaba Group in accordance with the law, ordered it to stop illegal activities, and imposed a fine of 4% of its domestic sales of 455.712 billion yuan in China in 2019, totaling 18.228 billion yuan (US $2.782 billion).) fine. Days after Alibaba's antitrust fine was issued, regulators interviewed<a href=\"https://laohu8.com/S/06688\">Ant Group</a>。</p><p>At the beginning of August, Alibaba issued an \"early warning\" in a conference call after the financial report was announced that some businesses would no longer enjoy the 10% tax preferential policy. Alibaba's latest financial report data also shows that its effective tax rate for the three months ended June 30, 2021 has increased from 19% in the same period last year to 20% today.</p><p>Industry insiders told brokerage China reporters that changes in preferential tax rate policies should be mainly aimed at Internet giants such as Ali and Tencent, but have little impact on more new economic enterprises in the early stage of entrepreneurship.</p><p><a href=\"https://laohu8.com/S/600918\">Zhongtai Securities</a>He said that under the background of stricter supervision, Ali's short-term operations are under pressure. In the long run, e-commerce leaders will continue to benefit from the increase in online penetration and the acceleration of digitalization. Ali has accumulated strong competitive advantages in brand services, cloud computing and other fields. With strong competitive advantages, large investment in R&D, and excellent innovation capabilities, it is expected to drive growth through continuous innovation in the future.<a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>、<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>(Hong Kong) also recently stated that at present, Alibaba's valuation has reached an attractive level.</p><p>Kuaishou's stock price fell 84%, and its market value evaporated by HK $1.47 trillion</p><p>Compared with several other Internet giants, Kuaishou's stock price fell even worse.</p><p><img src=\"https://static.tigerbbs.com/2c48d96c580c0b42fb488aafad9f9210\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>On August 19, Kuaishou Hong Kong stocks fell 7.07% again to HK $65.75, setting a record low for the seventh consecutive trading day, with the latest market value of only HK $273.5 billion. Since the high of HK $417.8, Kuaishou's stock price has fallen by 84%, and its market value has evaporated by nearly HK $1.47 trillion. At present, the market value of Meituan's Hong Kong stock market is only 1.24 trillion Hong Kong dollars. In other words, Kuaishou has directly evaporated the size of a Meituan.</p><p>Kuaishou landed on the Hong Kong Stock Exchange on February 5 this year, becoming \"the first short video stock in China\". In the first six trading days after listing, Kuaishou's stock price rose all the way, and its market value once reached 1.74 trillion Hong Kong dollars. But unexpectedly, the good days of Kuaishou's listing will only stay in these 6 days. Subsequently, the stock has fallen all the way to this day, lasting for half a year.</p><p><a href=\"https://laohu8.com/S/00665\">Haitong International</a>It is pointed out that in the short term, it is believed that the lifting of the ban on restricted shares in August and regulatory uncertainty will put pressure on Kuaishou's stock price. The adjusted target price is HK $125 (originally HK $276), and the earnings per share forecast for fiscal year 2023 is lowered from RMB 9.81 to RMB 3.45, mainly due to the net profit margin adjustment.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a0e16df4356317d39c6afb5761b6942b","relate_stocks":{"01024":"快手-W","00700":"腾讯控股","03690":"美团-W","TCEHY":"腾讯控股ADR","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160799153","content_text":"在反垄断风暴，以及减税优惠或被取消的传闻打压下，互联网巨头们的股价，正在经历“寒冬”的洗礼。\n8月19日，港股的投资者，又被“毒打”了5个多小时。\n当天，香港股市开盘后仅挣扎了十几分钟，就掉头一路向下，直至收盘，香港恒生指数跌去了2%，恒生科技指数大跌近3%。\n互联网巨头们的股价更是“伤势”惨重，美团、快手大跌7%，阿里巴巴跌了5.54%，腾讯控股跌了3.44%。其中，阿里巴巴和快手的股价，都创出了历史新低，腾讯控股也刷新了52周新低。美股方面，8月19日，阿里巴巴跌6.85%。\n自高点以来，美团股价已累计下跌55.96%，市值蒸发1.58万亿港元；腾讯累计下跌45.5%，市值蒸发3.38万亿港元；阿里巴巴跌了47.6%，蒸发3.21万亿港元；快手股价跌了84%，蒸发1.47万亿港元。上述4家互联网巨头，市值合计蒸发9.64万亿港元，约合人民币8万亿元。\n不过，面对接近腰斩的股价，腾讯出手了！8月19日当天，腾讯在二级市场上回购了18万股，涉资7697万港元。此前一天（8月18日），知名投资人段永平发文称，当天买了点腾讯和阿里。这是8月份以来，段永平第二次透露自己买入了腾讯的股票。\n美团股价腰斩，市值蒸发1.58万亿港元\n先来看看美团，当天股价跌了7.15%，报收于202.6港元/股；自今年2月创下的历史高点460港元/股以来，美团股价已累计下跌了55.96%，\n市值累计蒸发1.58万亿港元，相当于跌掉了2.6个小米（小米最新市值6021亿港元）。\n\n不过，即使股价被腰斩，但相对于2019年年初40.25港元的低点，美团仍然有400%的涨幅。这意味着早期的投资者，依然获利丰厚，损失较多的，是今年2月18日以后买入的股民。\n今年4月26日，国家市场监管总局发布消息称，近日，市场监管总局根据举报，依法对美团实施“二选一”等涉嫌垄断行为立案调查。\n7月26日，国家市场监管总局、国家网信办等7个部门联合印发《关于落实网络餐饮平台责任 切实维护外卖送餐员权益的指导意见》，对保障外卖送餐员正当权益提出全方位要求，包括劳动收入、劳动安全、食品安全、社会保障、从业环境、组织建设、处置机制等方面。\n具体包括：确保外卖送餐员正常劳动所得不低于当地最低工资标准；不得将“最严算法”作为考核要求，通过“算法取中”等方式，合理确定订单数量、准时率、在线率等考核要素，适当放宽配送时限；平台及第三方合作单位为建立劳动关系的外卖送餐员参加社会保险，支持其他外卖送餐员参加社会保险，按照国家规定参加平台灵活就业人员职业伤害保障试点等。\n随即，美团股价在7月26日当天大跌13.76%，7月27日又暴跌17.66%。\n招银国际指出，基于社保潜在调整，预计下半年美团外卖业务经营利润率将降至6%。\n中信证券认为，相比其他互联网龙头，美团因其倚重运营、业务更加接近百姓生活，在反垄断、信息安全审查等方面受到的潜在监管压力相对较小，市场最关注的是骑手权益保障背景下对其业务长期盈利性影响。基于社保成本增加情况进行相应的敏感性分析，判断对公司基本面影响有限。股价短期急速下跌存在教育双减政策落地背景下不确定情绪带来的恐慌，建议客观看待，认为公司对美好生活的价值导向符合各方利益、具备健康发展基础。维持美团“买入”评级。\n腾讯累计下跌45.5%，市值蒸发3.38万亿港元\n再来看看龙头老大腾讯。8月19日，腾讯股价收跌3.44%，刷新了52周新低。不过，面对股价低迷，腾讯出手了，当天，腾讯回购了18万股，耗资7697万港元。此前一天，知名投资人段永平发文称，当天买了点腾讯和阿里，这也是段永平8月份第二次透露自己买入腾讯的股票。\n其实，8月19日早盘，腾讯的股价高开了2.7%，主要是因为前一晚腾讯披露的财报业绩不错，营收及净利润数据均超市场预期。在财报中，腾讯还首次公布了小学生游戏流水占比，其中，16岁以下玩家对腾讯在中国游戏流水的占比为2.6%，12岁以下玩家的流水占比为0.3%。\n\n可是，当天早盘，其他科技股率先跳水，腾讯也被拖累，抵抗1个多小时后，腾讯最终还是翻绿了，下午跌势加重，最终收跌3.44%报421.2港元。\n跟美团一样，腾讯的股价也是从今年2月18日当天开始调整的。腾讯当前的股价，相对于2月18日创业下的773.39港元的历史高点，累计下跌了45.5%，市值蒸发3.38万亿港元，相当于跌掉了5.6个小米。\n在反垄断风暴下，腾讯已经收到多项反垄断行政处罚书。据券商中国记者统计，仅7月以来，腾讯就已经收到6份反垄断罚单，并收到禁止旗下虎牙与斗鱼的合并案决定1份。\n此外，8月初，一篇游戏危害青少年的新闻报道，将网络游戏比作新型“毒品”，并点名了《王者荣耀》，一度让腾讯的股价在8月3日盘中暴跌10%，当天午间，腾讯公司迅速发文，从《王者荣耀》试点，逐步面向全线游戏推出“双减、双打、三提倡”的七条新举措，并禁止未满12周岁用户充值。\n腾讯股价的大幅下挫，让知名投资人段永平“看不下去了”。8月4日上午，段永平在其雪球账号“大道无形我有型”中写道，“今天买了点腾讯控股，再跌再多买些。” \n\n在大佬的号召下，投资者涌入抄底，腾讯股价在当天一度大涨5%，收盘涨2.42%。不过，在震荡了几天后，近日腾讯股价重回跌势。8月18日，段永平再次发文称，“今天买了点腾讯和阿里。”\n在8月18日当晚的业绩电话会议上，腾讯总裁刘炽平表示，全球互联网监管是大势所趋，中国在互联网领域的结构化监管在世界范围内是领先且严格的，此前中国互联网产业的监管相对而言比较宽松，但逐渐在收紧，预期未来有更多监管措施出台。\n对于近期媒体报道的互联网企业或将不再享受10％的税收优惠政策的消息，腾讯CFO罗硕瀚回应称，随着时间的推移，税收补贴在普遍减少，过去一段时间里公司在税率方面进行了充分的考虑，未来在税收上会严格遵循国家的规定。\n中信证券表示，腾讯控股二季度业绩略超预期。腾讯是中国互联网领域的核心投资标的，虽然反垄断监管对腾讯相关子公司造成影响，但公司的各项核心业务目前仍保持稳健，在中国互联网领域，公司仍具有较强的产品和竞争优势，并且积极地加大在可再生能源、云业务以及创新内容等领域的投入，以保持长期可持续发展的动力。考虑到公司加大在可再生能源、云业务以及创新内容等领域的投入，游戏企业所得税优惠可能有所变化，整治App开屏广告和《数据安全法》或将对广告业务产生一定影响，短期盈利增速预计会有所承压，但中长期依然有持续增长空间，维持“买入”评级。\n阿里巴巴跌了47.6%，市值蒸发3.21万亿港元\n8月19日当天，阿里巴巴港股股价也跌了5.51%，报收于162.1港元，创出历史新低，最新市值为3.52万亿港元。\n相对于美团和腾讯，阿里巴巴股价的此轮调整时间更早，它是从去年10月底开始启动本轮下跌的。自去年10月28日的历史高点309.4港元以来，阿里巴巴累计下跌47.6%，市值蒸发了3.21万亿港元，跌掉了5个小米。\n阿里遭遇的反垄断调查来的更早些。2020年12月，市场监管总局依据《反垄断法》对阿里巴巴集团在中国境内网络零售平台服务市场滥用市场支配地位行为立案调查。2021年4月10日，国家市场监管总局通报，依法对阿里巴巴集团作出行政处罚，责令其停止违法行为，并处以其2019年中国境内销售额4557.12亿元4%计182.28亿元（27.82 亿美元）罚款。在阿里巴巴的反垄断罚单开出数天之后，监管部门约谈蚂蚁集团。\n8月初，阿里巴巴在财报公布后的电话会上，发出了部分业务将不再享有10%税收优惠政策的“预警”。阿里巴巴最新财报数据也显示，其截至2021年6月30日止三个月的有效稅率由去年同期的19%，增长至如今的20%。\n有业内人士向券商中国记者表示，税率优惠政策的变化主要针对的应该是阿里、腾讯等互联网巨头，而对更多创业初期的新经济企业影响不大。\n中泰证券表示，监管趋严的大背景下，阿里短期经营承压，长期来看，电商龙头仍将持续受益于线上渗透率提高和数字化进程加快，阿里在品牌服务、云计算等领域积累了较强的竞争优势，研发投入力度大，创新能力较优，未来有望通过持续创新驱动增长。天风证券、国泰君安(香港)近期也表示，目前，阿里巴巴估值已达到有吸引力的水平。\n快手股价跌了84%，市值蒸发1.47万亿港元\n相对于其他几个互联网巨头，快手的股价跌的更惨。\n\n8月19日，快手港股再度大跌7.07%，报65.75港元，连续第7个交易日刷新历史新低，最新市值仅剩2735亿港元。自高点417.8港元以来，快手股价累计下跌84%，市值蒸发近1.47万亿港元。目前，美团港股市值才1.24万亿港元，也就是说，快手直接蒸发掉了一个美团的体量。\n快手于今年2月5日登陆港交所，成为“中国短视频第一股”。上市后的前6个交易日，快手股价一路上涨，市值一度高达1.74万亿港元。但是没想到，快手上市的好日子也就停留在这6天，随后，该股一路下跌至今，持续了半年之久。\n海通国际指出，短期而言，认为8月限售股解禁以及监管方面的不确定性均对快手股价构成压力。调整后目标价为125港元（原为276港元），将2023财年每股盈利预测从9.81元人民币下调至3.45元人民币，主要由于净利率调整。","news_type":1,"symbols_score_info":{"90022":0.9,"00700":0.9,"03690":0.9,"TCEHY":0.9,"01024":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":364382130,"gmtCreate":1614816034920,"gmtModify":1704775531325,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/364382130","repostId":"365576519","repostType":1,"repost":{"id":365576519,"gmtCreate":1614765568231,"gmtModify":1704774927281,"author":{"id":"3524105760314666","authorId":"3524105760314666","name":"华商韬略","avatar":"https://static.tigerbbs.com/fbcbbcdfdd125576e4d9038a38b0dc86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105760314666","authorIdStr":"3524105760314666"},"themes":[],"title":"好狠的中國前首富！逼美國總統達成和解，阻擊美資奪中國戰略資產","htmlText":"文 | 華商韜略 家寧民間有一種說法，世界上這三種人最爲倔強：愛爾蘭人，普魯士人，還有湖南人。前中國首富樑穩根，就是這樣一位湖南人。中國製造業翹楚三一在樑穩根的帶領下如同一匹兇狠好鬥的老虎，在商界馳騁沙場，見佛殺佛見鬼斬鬼。正是在三一的阻擊下，重要的國家戰略資產徐工纔沒有賤賣於外國，箇中手段，也足以窺見三一作風的彪悍。2005年10月25日，凱雷以3.75億美元收購徐工機械85%的股份。消息一出來就被輿論質疑該交易很有可能是把國有資產“賤賣”了。商務部還沒來得及批覆，半路殺出個三一來攪局，表明自己有意出資4億美元收購徐工科技，就這樣避免了徐工被外資騙走的悲劇發生。面對美國政府，三一也很剛。2012年3月，三一集團在美關聯公司羅爾斯公司從希臘公司手中收購了美國俄勒岡州的4個風電場項目。這個項目被當時的美國總統奧巴馬簽發總統令，以涉嫌威脅美國國家安全爲由中止。10月，三一將奧巴馬總統和CFIUS告上法庭。2015年11月4日，雙方達成全面和解，這也宣告三一的勝利。面對勝利，三一集團說，該集團拿起法律的武器捍衛自身權利是“一場完美的勝利”，對很多企業具有借鑑意義。在海外投資遇到問題時，許多中國企業選擇忍氣吞聲，但這並不是正確的處理方式，只會讓別人覺得你中國企業軟弱好欺負，下次還是會欺負你而且會變本加厲。樑穩根最引以爲豪的一次併購，無疑是2012年初對全球混凝土機械第一品牌“大象”的併購。這次“蛇吞象”的收購總共花了三一重工26.54億元，拿下了90%股權。德國的普茨邁斯特曾經是樑穩根崇拜的偶像。2012年，曾經的偶像成了樑穩根眼裏的獵物。樑穩根用了33天，擊敗衆多競爭者。在完成對普茨邁斯特的併購之後，三一一躍成爲全球最大的混凝土機械製造商。對待普通員工，樑穩根更是用心。樑穩根還設立了“金牌制度”，親自給受表彰員工戴純金獎牌用以鼓勵。有一次，一位三一的技術骨幹在工作不到10年就因病","listText":"文 | 華商韜略 家寧民間有一種說法，世界上這三種人最爲倔強：愛爾蘭人，普魯士人，還有湖南人。前中國首富樑穩根，就是這樣一位湖南人。中國製造業翹楚三一在樑穩根的帶領下如同一匹兇狠好鬥的老虎，在商界馳騁沙場，見佛殺佛見鬼斬鬼。正是在三一的阻擊下，重要的國家戰略資產徐工纔沒有賤賣於外國，箇中手段，也足以窺見三一作風的彪悍。2005年10月25日，凱雷以3.75億美元收購徐工機械85%的股份。消息一出來就被輿論質疑該交易很有可能是把國有資產“賤賣”了。商務部還沒來得及批覆，半路殺出個三一來攪局，表明自己有意出資4億美元收購徐工科技，就這樣避免了徐工被外資騙走的悲劇發生。面對美國政府，三一也很剛。2012年3月，三一集團在美關聯公司羅爾斯公司從希臘公司手中收購了美國俄勒岡州的4個風電場項目。這個項目被當時的美國總統奧巴馬簽發總統令，以涉嫌威脅美國國家安全爲由中止。10月，三一將奧巴馬總統和CFIUS告上法庭。2015年11月4日，雙方達成全面和解，這也宣告三一的勝利。面對勝利，三一集團說，該集團拿起法律的武器捍衛自身權利是“一場完美的勝利”，對很多企業具有借鑑意義。在海外投資遇到問題時，許多中國企業選擇忍氣吞聲，但這並不是正確的處理方式，只會讓別人覺得你中國企業軟弱好欺負，下次還是會欺負你而且會變本加厲。樑穩根最引以爲豪的一次併購，無疑是2012年初對全球混凝土機械第一品牌“大象”的併購。這次“蛇吞象”的收購總共花了三一重工26.54億元，拿下了90%股權。德國的普茨邁斯特曾經是樑穩根崇拜的偶像。2012年，曾經的偶像成了樑穩根眼裏的獵物。樑穩根用了33天，擊敗衆多競爭者。在完成對普茨邁斯特的併購之後，三一一躍成爲全球最大的混凝土機械製造商。對待普通員工，樑穩根更是用心。樑穩根還設立了“金牌制度”，親自給受表彰員工戴純金獎牌用以鼓勵。有一次，一位三一的技術骨幹在工作不到10年就因病","text":"文 | 華商韜略 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href=\"https://laohu8.com/S/HTZGQ\">$赫茲(HTZGQ)$</a>這種負債累累的公司，對於妖股日波動50%都不叫波動，只能叫心電圖。沒有無緣無故的暴漲，也沒有wsb，有的只是操縱，尤其這樣微小市值股。如果看天都是陷阱，看月都是機會，時間拉長，乾坤未定，是不是黑馬時間來判定。<a href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a><a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a><a href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>","text":"$Global Telecom & Technology(GTT)$爲什麼現在買入GTT，又是何種原因股價導致如今的毛票股？時間拉回2018年，風華正茂股價來到60多美元，新聞講23億美金收購歐洲通信公司，至於收購成功與否暫時沒看到下文。後續18年全球股市蕭條，成長股沒落，跌出超級大坑然後近兩年資金鍊出現問題，財報也在2020年截止，面臨破產清算，綜上像極了曾經面臨破產的amc$AMC院線(AMC)$，但絕不是$赫茲(HTZGQ)$這種負債累累的公司，對於妖股日波動50%都不叫波動，只能叫心電圖。沒有無緣無故的暴漲，也沒有wsb，有的只是操縱，尤其這樣微小市值股。如果看天都是陷阱，看月都是機會，時間拉長，乾坤未定，是不是黑馬時間來判定。$老虎證券(TIGR)$$ContextLogic Inc.(WISH)$$納斯達克(.IXIC)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163562925","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103959737,"gmtCreate":1619744509829,"gmtModify":1704271693905,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/103959737","repostId":"109252233","repostType":1,"repost":{"id":109252233,"gmtCreate":1619701860000,"gmtModify":1704728252811,"author":{"id":"3538087091501291","authorId":"3538087091501291","name":"小镇做T家","avatar":"https://static.tigerbbs.com/7ef0ee32208f951b13f627ec6aa4ea3c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538087091501291","authorIdStr":"3538087091501291"},"themes":[],"title":"4.29 美國又要放水了","htmlText":"這是「小鎮做T家」的第 63 篇原創內容。 最新A股散戶情緒 以下數據截止到今晚20:00： PIMI昨日：0.79，迷茫上升期 PIMI今日預估：0.82，迷茫上升期 PIMIC-3昨日：2.24，樂觀上升期 PIMIC-3今日預估：2.46，樂觀上升期 結論：今天更新的昨天PIMI數據有些誤差，昨天PIMI實際上是迷茫下跌拐點，而修正後的PIMIC-3值並沒有影響，仍然是樂觀上升期。 綜合最新數據來看，從週二到今天，PIMI穩定在0.8左右徘徊，可以說散戶情緒處於低位的平穩狀態。然後根據PIMIC-3的數值和走勢，得出結論是今天處於樂觀上升期，建議五成倉，和今天白天的建議（三成倉以下）出入有點大，請大家諒解！ 美股點評 今晚美國披露了一季度GDP數據，年化季環比初值6.4%，預期6.6%，也就是沒達到預期。另外4月24日當週（也就是這周）首次申請失業救濟人數爲55.3萬，預期54萬，也是沒達到預期。再加上拜登的“美國家庭計劃”預計支出1.8萬億美元，歸根到底就是一句話：美國還要繼續印錢，繼續釋放流動性。 實際上，經濟基本面數據出來後，我們基本可以忽略昨晚美聯儲主席鮑威爾含糊不清的表態。（其實我們甚至連這些數據都不用看） 在這個大前提下，美股肯定還會繼續向上的。今晚美股盤前的權重科技股基本漲瘋了，比如Facebook更是上漲超過了8%，權重科技股這麼嗨的話，納指往上飆150個點非常輕鬆，甚至說不好直接突破前高（14175）。 不過，以往當權重股是上漲主角時，虹吸效應下的中概股表現就沒那麼出色了，所以這兩天我們適當降低一下中概股的預期。另外，如果有老鐵對權重科技股感興趣，也可以在開盤後看看機會（如果沒突破14175，那麼權重股行情應該不止有一天），切莫盤前追高。 最後，維持納指達到14250~14300範圍後的回調看法不變，所以堅守中概股的朋友們要多留出一點子彈，最早五一期","listText":"這是「小鎮做T家」的第 63 篇原創內容。 最新A股散戶情緒 以下數據截止到今晚20:00： PIMI昨日：0.79，迷茫上升期 PIMI今日預估：0.82，迷茫上升期 PIMIC-3昨日：2.24，樂觀上升期 PIMIC-3今日預估：2.46，樂觀上升期 結論：今天更新的昨天PIMI數據有些誤差，昨天PIMI實際上是迷茫下跌拐點，而修正後的PIMIC-3值並沒有影響，仍然是樂觀上升期。 綜合最新數據來看，從週二到今天，PIMI穩定在0.8左右徘徊，可以說散戶情緒處於低位的平穩狀態。然後根據PIMIC-3的數值和走勢，得出結論是今天處於樂觀上升期，建議五成倉，和今天白天的建議（三成倉以下）出入有點大，請大家諒解！ 美股點評 今晚美國披露了一季度GDP數據，年化季環比初值6.4%，預期6.6%，也就是沒達到預期。另外4月24日當週（也就是這周）首次申請失業救濟人數爲55.3萬，預期54萬，也是沒達到預期。再加上拜登的“美國家庭計劃”預計支出1.8萬億美元，歸根到底就是一句話：美國還要繼續印錢，繼續釋放流動性。 實際上，經濟基本面數據出來後，我們基本可以忽略昨晚美聯儲主席鮑威爾含糊不清的表態。（其實我們甚至連這些數據都不用看） 在這個大前提下，美股肯定還會繼續向上的。今晚美股盤前的權重科技股基本漲瘋了，比如Facebook更是上漲超過了8%，權重科技股這麼嗨的話，納指往上飆150個點非常輕鬆，甚至說不好直接突破前高（14175）。 不過，以往當權重股是上漲主角時，虹吸效應下的中概股表現就沒那麼出色了，所以這兩天我們適當降低一下中概股的預期。另外，如果有老鐵對權重科技股感興趣，也可以在開盤後看看機會（如果沒突破14175，那麼權重股行情應該不止有一天），切莫盤前追高。 最後，維持納指達到14250~14300範圍後的回調看法不變，所以堅守中概股的朋友們要多留出一點子彈，最早五一期","text":"這是「小鎮做T家」的第 63 篇原創內容。 最新A股散戶情緒 以下數據截止到今晚20:00： PIMI昨日：0.79，迷茫上升期 PIMI今日預估：0.82，迷茫上升期 PIMIC-3昨日：2.24，樂觀上升期 PIMIC-3今日預估：2.46，樂觀上升期 結論：今天更新的昨天PIMI數據有些誤差，昨天PIMI實際上是迷茫下跌拐點，而修正後的PIMIC-3值並沒有影響，仍然是樂觀上升期。 綜合最新數據來看，從週二到今天，PIMI穩定在0.8左右徘徊，可以說散戶情緒處於低位的平穩狀態。然後根據PIMIC-3的數值和走勢，得出結論是今天處於樂觀上升期，建議五成倉，和今天白天的建議（三成倉以下）出入有點大，請大家諒解！ 美股點評 今晚美國披露了一季度GDP數據，年化季環比初值6.4%，預期6.6%，也就是沒達到預期。另外4月24日當週（也就是這周）首次申請失業救濟人數爲55.3萬，預期54萬，也是沒達到預期。再加上拜登的“美國家庭計劃”預計支出1.8萬億美元，歸根到底就是一句話：美國還要繼續印錢，繼續釋放流動性。 實際上，經濟基本面數據出來後，我們基本可以忽略昨晚美聯儲主席鮑威爾含糊不清的表態。（其實我們甚至連這些數據都不用看） 在這個大前提下，美股肯定還會繼續向上的。今晚美股盤前的權重科技股基本漲瘋了，比如Facebook更是上漲超過了8%，權重科技股這麼嗨的話，納指往上飆150個點非常輕鬆，甚至說不好直接突破前高（14175）。 不過，以往當權重股是上漲主角時，虹吸效應下的中概股表現就沒那麼出色了，所以這兩天我們適當降低一下中概股的預期。另外，如果有老鐵對權重科技股感興趣，也可以在開盤後看看機會（如果沒突破14175，那麼權重股行情應該不止有一天），切莫盤前追高。 最後，維持納指達到14250~14300範圍後的回調看法不變，所以堅守中概股的朋友們要多留出一點子彈，最早五一期","images":[{"img":"https://static.tigerbbs.com/f85e3594002e458385dd489a17f1c04b"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109252233","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352349325,"gmtCreate":1616898808667,"gmtModify":1704799806454,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/352349325","repostId":"352999581","repostType":1,"repost":{"id":352999581,"gmtCreate":1616846400000,"gmtModify":1718599272896,"author":{"id":"3524105581449289","authorId":"3524105581449289","name":"扑克投资家","avatar":"https://static.tigerbbs.com/ca993284400c72bf022739f5328f46cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105581449289","authorIdStr":"3524105581449289"},"themes":[],"title":"新興國家正瀕臨貨幣危機","htmlText":"作 者&nbsp;|&nbsp;清和社長 來 源&nbsp;|&nbsp;智本社 三月，土耳其里拉崩盤。自今年二月以來，土耳其里拉已經跌去逾23%。 里拉崩盤引發土耳其金融地震。土耳其伊斯坦布爾100指數一度暴跌觸發熔斷。債券價格崩盤，土耳其10年期國債收益率單日大漲17.25%，創下歷史最大漲幅。 土耳其正瀕臨國家信用危機。然而，這種節奏極爲熟悉。就在2018年，土耳其里拉也遭遇崩盤，並引發股債樓“三殺”。記得當時美國經濟學家克魯格曼評論說：“土耳其債務危機是一種典型債務危機，是我們很熟悉的、見過很多次的危機。” 自1982年拉美債務危機開始，每一次美元（預期）進入緊縮週期，新興國家的貨幣都會遭遇貶值壓力，甚至引發貨幣危機和債務危機。過去的典型是阿根廷，如今是土耳其。周而復始，屢崩不止。這就是克魯格曼所說的“熟悉的、見過很多次的危機”。 土耳其里拉崩盤，只是個開始。如今，美元正在進入流動性拐點，新一輪緊縮週期的預期越來越強，土耳其里拉率先崩盤，緊接着，俄羅斯、巴西、阿根廷、印尼、印度等會遭遇何種命運？中國會受到怎樣的衝擊？新興國家的這種“幽靈”爲何會如期而至？ 本文從經濟學的角度分析新興國家的週期性貨幣危機。 週期性危機 1982年8月，墨西哥率先宣佈無力償還外債，隨後幾個月其它拉美國家跟隨，拉美債務危機爆發。 這次債務危機擊垮了拉美國家的金融系統，貨幣、股市及債市崩盤，爆發惡性通脹。1984年，墨西哥比索對美元匯率只相當於1980年的10%，而阿根廷比索的匯價僅相當於1980年的1‰，巴西與阿根廷國內的通脹水平最高達到5000%和20000%。 這到底是怎麼回事？ 這事還得從1971年的佈雷頓森林體系崩潰說起。這個體系崩潰後，世界開始進入信用貨幣時代和浮動匯率時代。但是，爲了維持匯率的穩定，拉美國家沿襲了佈雷頓森林體系的慣例，普遍採取釘住美元的外匯制度。 這種固定的外匯","listText":"作 者&nbsp;|&nbsp;清和社長 來 源&nbsp;|&nbsp;智本社 三月，土耳其里拉崩盤。自今年二月以來，土耳其里拉已經跌去逾23%。 里拉崩盤引發土耳其金融地震。土耳其伊斯坦布爾100指數一度暴跌觸發熔斷。債券價格崩盤，土耳其10年期國債收益率單日大漲17.25%，創下歷史最大漲幅。 土耳其正瀕臨國家信用危機。然而，這種節奏極爲熟悉。就在2018年，土耳其里拉也遭遇崩盤，並引發股債樓“三殺”。記得當時美國經濟學家克魯格曼評論說：“土耳其債務危機是一種典型債務危機，是我們很熟悉的、見過很多次的危機。” 自1982年拉美債務危機開始，每一次美元（預期）進入緊縮週期，新興國家的貨幣都會遭遇貶值壓力，甚至引發貨幣危機和債務危機。過去的典型是阿根廷，如今是土耳其。周而復始，屢崩不止。這就是克魯格曼所說的“熟悉的、見過很多次的危機”。 土耳其里拉崩盤，只是個開始。如今，美元正在進入流動性拐點，新一輪緊縮週期的預期越來越強，土耳其里拉率先崩盤，緊接着，俄羅斯、巴西、阿根廷、印尼、印度等會遭遇何種命運？中國會受到怎樣的衝擊？新興國家的這種“幽靈”爲何會如期而至？ 本文從經濟學的角度分析新興國家的週期性貨幣危機。 週期性危機 1982年8月，墨西哥率先宣佈無力償還外債，隨後幾個月其它拉美國家跟隨，拉美債務危機爆發。 這次債務危機擊垮了拉美國家的金融系統，貨幣、股市及債市崩盤，爆發惡性通脹。1984年，墨西哥比索對美元匯率只相當於1980年的10%，而阿根廷比索的匯價僅相當於1980年的1‰，巴西與阿根廷國內的通脹水平最高達到5000%和20000%。 這到底是怎麼回事？ 這事還得從1971年的佈雷頓森林體系崩潰說起。這個體系崩潰後，世界開始進入信用貨幣時代和浮動匯率時代。但是，爲了維持匯率的穩定，拉美國家沿襲了佈雷頓森林體系的慣例，普遍採取釘住美元的外匯制度。 這種固定的外匯","text":"作 者 | 清和社長 來 源 | 智本社 三月，土耳其里拉崩盤。自今年二月以來，土耳其里拉已經跌去逾23%。 里拉崩盤引發土耳其金融地震。土耳其伊斯坦布爾100指數一度暴跌觸發熔斷。債券價格崩盤，土耳其10年期國債收益率單日大漲17.25%，創下歷史最大漲幅。 土耳其正瀕臨國家信用危機。然而，這種節奏極爲熟悉。就在2018年，土耳其里拉也遭遇崩盤，並引發股債樓“三殺”。記得當時美國經濟學家克魯格曼評論說：“土耳其債務危機是一種典型債務危機，是我們很熟悉的、見過很多次的危機。” 自1982年拉美債務危機開始，每一次美元（預期）進入緊縮週期，新興國家的貨幣都會遭遇貶值壓力，甚至引發貨幣危機和債務危機。過去的典型是阿根廷，如今是土耳其。周而復始，屢崩不止。這就是克魯格曼所說的“熟悉的、見過很多次的危機”。 土耳其里拉崩盤，只是個開始。如今，美元正在進入流動性拐點，新一輪緊縮週期的預期越來越強，土耳其里拉率先崩盤，緊接着，俄羅斯、巴西、阿根廷、印尼、印度等會遭遇何種命運？中國會受到怎樣的衝擊？新興國家的這種“幽靈”爲何會如期而至？ 本文從經濟學的角度分析新興國家的週期性貨幣危機。 週期性危機 1982年8月，墨西哥率先宣佈無力償還外債，隨後幾個月其它拉美國家跟隨，拉美債務危機爆發。 這次債務危機擊垮了拉美國家的金融系統，貨幣、股市及債市崩盤，爆發惡性通脹。1984年，墨西哥比索對美元匯率只相當於1980年的10%，而阿根廷比索的匯價僅相當於1980年的1‰，巴西與阿根廷國內的通脹水平最高達到5000%和20000%。 這到底是怎麼回事？ 這事還得從1971年的佈雷頓森林體系崩潰說起。這個體系崩潰後，世界開始進入信用貨幣時代和浮動匯率時代。但是，爲了維持匯率的穩定，拉美國家沿襲了佈雷頓森林體系的慣例，普遍採取釘住美元的外匯制度。 這種固定的外匯","images":[{"img":"https://static.tigerbbs.com/1e92c38246254e8182e5e439871fb61e","width":"83","height":"83"},{"img":"https://static.tigerbbs.com/afff67841f804abdbfbc14fc53b2032d","width":"115","height":"18"},{"img":"https://static.tigerbbs.com/dfee8ef0dd064f708cea0b2d656020f4","width":"83","height":"83"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352999581","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570920104933255","authorId":"3570920104933255","name":"幸运无畏虎","avatar":"https://static.tigerbbs.com/63c6b69ef9b50c6dbde215bf9d9e8d79","crmLevel":2,"crmLevelSwitch":0,"idStr":"3570920104933255","authorIdStr":"3570920104933255"},"content":"[smile] [smile] [smile]","text":"[smile] [smile] 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22:57","market":"us","language":"zh","title":"U.S. new energy vehicle stocks fell, Nikola fell more than 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1156495086","media":"老虎资讯综合","summary":"2月26日盘初，美股新能源汽车股下挫，Nikola跌超5%，百度跌近5%，小鹏汽车、蔚来跌超2%，理想汽车、特斯拉跌超1%。","content":"<p>At the beginning of trading on February 26, U.S. new energy vehicle stocks fell, with Nikola falling more than 5%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell nearly 5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Fell more than 2%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Fell more than 1%.</p><p><img src=\"https://static.tigerbbs.com/bc7819f0b86b7345477f0d84fb7c2d61\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-02-26 22:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>At the beginning of trading on February 26, U.S. new energy vehicle stocks fell, with Nikola falling more than 5%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell nearly 5%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Fell more than 2%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Fell more than 1%.</p><p><img src=\"https://static.tigerbbs.com/bc7819f0b86b7345477f0d84fb7c2d61\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11fb5ef0b1cb032e12ea701b85e5650d","relate_stocks":{"TSLA":"特斯拉","BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156495086","content_text":"2月26日盘初，美股新能源汽车股下挫，Nikola跌超5%，百度跌近5%，小鹏汽车、蔚来跌超2%，理想汽车、特斯拉跌超1%。","news_type":1,"symbols_score_info":{"BIDU":0.9,"NKLA":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570920104933255","authorId":"3570920104933255","name":"幸运无畏虎","avatar":"https://static.tigerbbs.com/63c6b69ef9b50c6dbde215bf9d9e8d79","crmLevel":2,"crmLevelSwitch":0,"idStr":"3570920104933255","authorIdStr":"3570920104933255"},"content":"[666] [666] [666]","text":"[666] [666] [666]","html":"[666] [666] 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有肉吃但是沒奶喝","htmlText":"一、今日暗盤 科濟藥業-B 最終定價：32.8 (上限定價，招股區間： 29.6-32.8) 認購倍數：434.57倍 甲組超購倍數：256.94倍 乙組超購倍數：612.2倍 一手中籤率：5% 中籤概率：申購70手穩獲一手 申購人數：365662 乙組人數：8358 中籤人數：50675 頂頭槌：86張(每張穩中46手，小概率獲得47手) 甲尾手數： 穩中3手 乙頭手數：穩中4手，小概率中5手 最高回撥：50% 國際配售：8.2倍(對應認購金額：229億元)； 重複認購剔除：剔除964份重複認購，佔總認購戶數的0.26%； 股權集中：最大承配人佔國際發售股份的21.73%，前5大佔78.17%；前10大佔103.9%，前20大佔122.03%，前25大佔125.28%(超額配售權未行使前) 1、不知道大家有沒有發現，基本上現在稍微有點質地的股乙組認購倍數基本上高於甲組，或者說是甲組的幾倍；所以對後續我們打新，個人依然建議，相對熱門股乙組還是減少量，多些甲組 ，或者說小甲組或許會更好； 2、國配8.2倍，對應認購金額229億元，不算很高；看一組數據： 其中相對比較相近的加科思暗盤收盤漲幅3%，暗盤開盤最高漲幅17.86%； 和鉑 醫藥暗盤收跌10. 99%。 3、單看股權集中情況其實還不錯，頂頭槌86張，單張獲配76萬市值； 4、時代天使本次打新佔了大頭，剩餘的部分資金我全給了科濟。綜合看科濟應該還是有一定漲幅，但是預估不會特別高，衝高後估計會及時走。 悠然牧業 最終定價： 6.98(下限定價，招股區間：6.98 -8.66) 認購倍數：3.73倍 甲組超購倍數：4.58倍 乙組超購倍數：2.87倍 一手中籤率：80% 中籤概率：申購3手穩獲一手 申購人數：28283 乙組人數：72 中籤人數：24224 頂頭槌：1張(每張穩中3420手) 甲尾手數：穩中32手 乙頭手數：","listText":"一、今日暗盤 科濟藥業-B 最終定價：32.8 (上限定價，招股區間： 29.6-32.8) 認購倍數：434.57倍 甲組超購倍數：256.94倍 乙組超購倍數：612.2倍 一手中籤率：5% 中籤概率：申購70手穩獲一手 申購人數：365662 乙組人數：8358 中籤人數：50675 頂頭槌：86張(每張穩中46手，小概率獲得47手) 甲尾手數： 穩中3手 乙頭手數：穩中4手，小概率中5手 最高回撥：50% 國際配售：8.2倍(對應認購金額：229億元)； 重複認購剔除：剔除964份重複認購，佔總認購戶數的0.26%； 股權集中：最大承配人佔國際發售股份的21.73%，前5大佔78.17%；前10大佔103.9%，前20大佔122.03%，前25大佔125.28%(超額配售權未行使前) 1、不知道大家有沒有發現，基本上現在稍微有點質地的股乙組認購倍數基本上高於甲組，或者說是甲組的幾倍；所以對後續我們打新，個人依然建議，相對熱門股乙組還是減少量，多些甲組 ，或者說小甲組或許會更好； 2、國配8.2倍，對應認購金額229億元，不算很高；看一組數據： 其中相對比較相近的加科思暗盤收盤漲幅3%，暗盤開盤最高漲幅17.86%； 和鉑 醫藥暗盤收跌10. 99%。 3、單看股權集中情況其實還不錯，頂頭槌86張，單張獲配76萬市值； 4、時代天使本次打新佔了大頭，剩餘的部分資金我全給了科濟。綜合看科濟應該還是有一定漲幅，但是預估不會特別高，衝高後估計會及時走。 悠然牧業 最終定價： 6.98(下限定價，招股區間：6.98 -8.66) 認購倍數：3.73倍 甲組超購倍數：4.58倍 乙組超購倍數：2.87倍 一手中籤率：80% 中籤概率：申購3手穩獲一手 申購人數：28283 乙組人數：72 中籤人數：24224 頂頭槌：1張(每張穩中3420手) 甲尾手數：穩中32手 乙頭手數：","text":"一、今日暗盤 科濟藥業-B 最終定價：32.8 (上限定價，招股區間： 29.6-32.8) 認購倍數：434.57倍 甲組超購倍數：256.94倍 乙組超購倍數：612.2倍 一手中籤率：5% 中籤概率：申購70手穩獲一手 申購人數：365662 乙組人數：8358 中籤人數：50675 頂頭槌：86張(每張穩中46手，小概率獲得47手) 甲尾手數： 穩中3手 乙頭手數：穩中4手，小概率中5手 最高回撥：50% 國際配售：8.2倍(對應認購金額：229億元)； 重複認購剔除：剔除964份重複認購，佔總認購戶數的0.26%； 股權集中：最大承配人佔國際發售股份的21.73%，前5大佔78.17%；前10大佔103.9%，前20大佔122.03%，前25大佔125.28%(超額配售權未行使前) 1、不知道大家有沒有發現，基本上現在稍微有點質地的股乙組認購倍數基本上高於甲組，或者說是甲組的幾倍；所以對後續我們打新，個人依然建議，相對熱門股乙組還是減少量，多些甲組 ，或者說小甲組或許會更好； 2、國配8.2倍，對應認購金額229億元，不算很高；看一組數據： 其中相對比較相近的加科思暗盤收盤漲幅3%，暗盤開盤最高漲幅17.86%； 和鉑 醫藥暗盤收跌10. 99%。 3、單看股權集中情況其實還不錯，頂頭槌86張，單張獲配76萬市值； 4、時代天使本次打新佔了大頭，剩餘的部分資金我全給了科濟。綜合看科濟應該還是有一定漲幅，但是預估不會特別高，衝高後估計會及時走。 悠然牧業 最終定價： 6.98(下限定價，招股區間：6.98 -8.66) 認購倍數：3.73倍 甲組超購倍數：4.58倍 乙組超購倍數：2.87倍 一手中籤率：80% 中籤概率：申購3手穩獲一手 申購人數：28283 乙組人數：72 中籤人數：24224 頂頭槌：1張(每張穩中3420手) 甲尾手數：穩中32手 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href=\"https://laohu8.com/S/AMC\">$AMC院線(AMC)$</a>1.9到現在20倍已到，30，40倍難了，即使再翻一番也難，市值200，300，400億?把融資盤的出了，這個和nio不一定能相提並論。慢慢逐步出了纔好盤活其他股。與其這裏等翻番，不如慢慢潛伏底部起來翻番。跳空缺口案例，盯好60分鐘線，如果可能的話這個跳空缺口有點像特斯拉 400到900那波，回到0軸爬起來n次，跌穿0軸回抽跑。感覺越少越拿的住。魚肉一口氣吃完是不可能。好像還有2塊的股東也拿着[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院線(AMC)$</a>1.9到現在20倍已到，30，40倍難了，即使再翻一番也難，市值200，300，400億?把融資盤的出了，這個和nio不一定能相提並論。慢慢逐步出了纔好盤活其他股。與其這裏等翻番，不如慢慢潛伏底部起來翻番。跳空缺口案例，盯好60分鐘線，如果可能的話這個跳空缺口有點像特斯拉 400到900那波，回到0軸爬起來n次，跌穿0軸回抽跑。感覺越少越拿的住。魚肉一口氣吃完是不可能。好像還有2塊的股東也拿着[微笑]&nbsp;","text":"$AMC院線(AMC)$1.9到現在20倍已到，30，40倍難了，即使再翻一番也難，市值200，300，400億?把融資盤的出了，這個和nio不一定能相提並論。慢慢逐步出了纔好盤活其他股。與其這裏等翻番，不如慢慢潛伏底部起來翻番。跳空缺口案例，盯好60分鐘線，如果可能的話這個跳空缺口有點像特斯拉 400到900那波，回到0軸爬起來n次，跌穿0軸回抽跑。感覺越少越拿的住。魚肉一口氣吃完是不可能。好像還有2塊的股東也拿着[微笑]","images":[{"img":"https://static.tigerbbs.com/562601c611ce98cc9b2c2dd549de9a72","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113803191","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366742714,"gmtCreate":1614567867638,"gmtModify":1704772502966,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/366742714","repostId":"366555198","repostType":1,"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344752555,"gmtCreate":1618445645077,"gmtModify":1704710891133,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/344752555","repostId":"344923072","repostType":1,"repost":{"id":344923072,"gmtCreate":1618368722196,"gmtModify":1705418601176,"author":{"id":"3570081676918603","authorId":"3570081676918603","name":"市值观察","avatar":"https://static.tigerbbs.com/2ece02f8b6e557cbb0666cdb9048ec85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570081676918603","authorIdStr":"3570081676918603"},"themes":[],"title":"看懂復星醫藥，太難了？","htmlText":"作者：大師兄 編輯：小市妹復星醫藥跟德國BioNTech達成新冠疫苗研發合作後，股價半年內漲了3倍，市值最高超過2000億。但此後至今，股價近乎腰斬。經歷了暴漲暴跌的復星醫藥，2020年業績到底有什麼重大變化？【“白撿”5億】年報顯示，復星醫藥2020年營業收入303.07億元，同比增長6.02%；歸母淨利潤36.63億元，同比增長10.27%；經營性淨現金流25.80億元，扣除2020年末向BioNTech支付1.25億歐元新冠疫苗首付款的影響後，同口徑增長11.19%。受疫情等因素影響，公司營收佔比最高的製藥業務增長緩慢，成爲拖累業績的重要原因。這是近5年來複星醫藥的營收增速首次跌破雙位數，似乎不容樂觀。事實上，製藥行業在去年的特殊環境下效益普遍較差，據全球著名醫藥諮詢公司IQVIA發佈的醫院終端市場數據，行業平均增長率是-11.2%。相比而言，復星能夠保持正增長，已經算難能可貴。我們也可以看到，隨着疫情逐步緩和，復星整體業績在逐步好轉。第四季度公司營收82.04億元，同比增長了11.50%，扣非歸母淨利潤6.58億元，同比增長28.43%。此外，復星2020年最引人關注的項目mRNA新冠疫苗，並沒有在當年實現實際銷售進賬，對復星去年的營收增速造成一定影響，同時也爲今年的業績增長留下伏筆。按照合作協議，供應於中國大陸、香港和澳門的新冠疫苗成品，復星醫藥和BioNTech將按65%、35%的比例分享銷售毛利。2021年，復星計劃引進量達到一億劑，疫苗上的收益可能會在今年給公司營收帶來較大幅度提升。值得一提的是，去年3月13日，復星醫藥控股子公司復星實業以31.63美元/股的價格，認購BioNTech新增發行的158萬餘股普通股，認購金額達到5000萬美金。疫苗雖然還沒開賣，但因股票上漲這筆投資在2020年爲復星醫藥貢獻了5.45億元的淨利潤，占上市公司利潤總額的11.64","listText":"作者：大師兄 編輯：小市妹復星醫藥跟德國BioNTech達成新冠疫苗研發合作後，股價半年內漲了3倍，市值最高超過2000億。但此後至今，股價近乎腰斬。經歷了暴漲暴跌的復星醫藥，2020年業績到底有什麼重大變化？【“白撿”5億】年報顯示，復星醫藥2020年營業收入303.07億元，同比增長6.02%；歸母淨利潤36.63億元，同比增長10.27%；經營性淨現金流25.80億元，扣除2020年末向BioNTech支付1.25億歐元新冠疫苗首付款的影響後，同口徑增長11.19%。受疫情等因素影響，公司營收佔比最高的製藥業務增長緩慢，成爲拖累業績的重要原因。這是近5年來複星醫藥的營收增速首次跌破雙位數，似乎不容樂觀。事實上，製藥行業在去年的特殊環境下效益普遍較差，據全球著名醫藥諮詢公司IQVIA發佈的醫院終端市場數據，行業平均增長率是-11.2%。相比而言，復星能夠保持正增長，已經算難能可貴。我們也可以看到，隨着疫情逐步緩和，復星整體業績在逐步好轉。第四季度公司營收82.04億元，同比增長了11.50%，扣非歸母淨利潤6.58億元，同比增長28.43%。此外，復星2020年最引人關注的項目mRNA新冠疫苗，並沒有在當年實現實際銷售進賬，對復星去年的營收增速造成一定影響，同時也爲今年的業績增長留下伏筆。按照合作協議，供應於中國大陸、香港和澳門的新冠疫苗成品，復星醫藥和BioNTech將按65%、35%的比例分享銷售毛利。2021年，復星計劃引進量達到一億劑，疫苗上的收益可能會在今年給公司營收帶來較大幅度提升。值得一提的是，去年3月13日，復星醫藥控股子公司復星實業以31.63美元/股的價格，認購BioNTech新增發行的158萬餘股普通股，認購金額達到5000萬美金。疫苗雖然還沒開賣，但因股票上漲這筆投資在2020年爲復星醫藥貢獻了5.45億元的淨利潤，占上市公司利潤總額的11.64","text":"作者：大師兄 編輯：小市妹復星醫藥跟德國BioNTech達成新冠疫苗研發合作後，股價半年內漲了3倍，市值最高超過2000億。但此後至今，股價近乎腰斬。經歷了暴漲暴跌的復星醫藥，2020年業績到底有什麼重大變化？【“白撿”5億】年報顯示，復星醫藥2020年營業收入303.07億元，同比增長6.02%；歸母淨利潤36.63億元，同比增長10.27%；經營性淨現金流25.80億元，扣除2020年末向BioNTech支付1.25億歐元新冠疫苗首付款的影響後，同口徑增長11.19%。受疫情等因素影響，公司營收佔比最高的製藥業務增長緩慢，成爲拖累業績的重要原因。這是近5年來複星醫藥的營收增速首次跌破雙位數，似乎不容樂觀。事實上，製藥行業在去年的特殊環境下效益普遍較差，據全球著名醫藥諮詢公司IQVIA發佈的醫院終端市場數據，行業平均增長率是-11.2%。相比而言，復星能夠保持正增長，已經算難能可貴。我們也可以看到，隨着疫情逐步緩和，復星整體業績在逐步好轉。第四季度公司營收82.04億元，同比增長了11.50%，扣非歸母淨利潤6.58億元，同比增長28.43%。此外，復星2020年最引人關注的項目mRNA新冠疫苗，並沒有在當年實現實際銷售進賬，對復星去年的營收增速造成一定影響，同時也爲今年的業績增長留下伏筆。按照合作協議，供應於中國大陸、香港和澳門的新冠疫苗成品，復星醫藥和BioNTech將按65%、35%的比例分享銷售毛利。2021年，復星計劃引進量達到一億劑，疫苗上的收益可能會在今年給公司營收帶來較大幅度提升。值得一提的是，去年3月13日，復星醫藥控股子公司復星實業以31.63美元/股的價格，認購BioNTech新增發行的158萬餘股普通股，認購金額達到5000萬美金。疫苗雖然還沒開賣，但因股票上漲這筆投資在2020年爲復星醫藥貢獻了5.45億元的淨利潤，占上市公司利潤總額的11.64","images":[{"img":"https://static.tigerbbs.com/5a4bc4359f557f033aaef0db830142e1","width":"1080","height":"542"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344923072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343357227,"gmtCreate":1617681193469,"gmtModify":1704701731866,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343357227","repostId":"349083218","repostType":1,"repost":{"id":349083218,"gmtCreate":1617505539934,"gmtModify":1704700069814,"author":{"id":"3562189096211321","authorId":"3562189096211321","name":"星星复利","avatar":"https://static.tigerbbs.com/df87c4adb89d4cc92f2c2a558260c99b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562189096211321","authorIdStr":"3562189096211321"},"themes":[],"title":"高瓴資本--港股持倉股票最近一個月表現","htmlText":"最近高瓴資本的港股持倉股票，都有很大的回調。百融雲也是首日破發，高瓴是百融雲最大的機構股東，破發對打新人有影響，對高瓴影響不大，因爲高瓴是長期投資的理念，而散戶都是投機的，這就是頂級投資機構和散戶的最大區別。百融雲一手資金比較大，從打新的角度來說，建議大家可以先賣了，避免市場波動大影響心態，如果資金比較充足的用戶，可以不急賣，因爲新股30天內，隨時可以啓動綠鞋機制的，星星也感覺市場很快就會行情修復了。這是2.12日的高瓴業績高瓴資本港股持倉股票中國有贊君實生物VESYNC方達控股融創服務美團-W百濟神州呷哺呷哺榮昌生物-B海吉亞醫療合景悠活海底撈微創醫療金科服務錦欣生殖藥明生物信達生物嘉和生物-B建業新生活明源雲翰森製藥愛康醫療啓明醫療-B三生製藥先健科技藍月亮集團沛嘉醫療-B京東健康信義能源同仁堂科技華潤啤酒保利物業康基醫療<a target=\"_blank\" href=\"https://laohu8.com/S/06618\">$京東健康(06618)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/06993\">$藍月亮集團(06993)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/01302\">$先健科技(01302)$</a>&nbsp;","listText":"最近高瓴資本的港股持倉股票，都有很大的回調。百融雲也是首日破發，高瓴是百融雲最大的機構股東，破發對打新人有影響，對高瓴影響不大，因爲高瓴是長期投資的理念，而散戶都是投機的，這就是頂級投資機構和散戶的最大區別。百融雲一手資金比較大，從打新的角度來說，建議大家可以先賣了，避免市場波動大影響心態，如果資金比較充足的用戶，可以不急賣，因爲新股30天內，隨時可以啓動綠鞋機制的，星星也感覺市場很快就會行情修復了。這是2.12日的高瓴業績高瓴資本港股持倉股票中國有贊君實生物VESYNC方達控股融創服務美團-W百濟神州呷哺呷哺榮昌生物-B海吉亞醫療合景悠活海底撈微創醫療金科服務錦欣生殖藥明生物信達生物嘉和生物-B建業新生活明源雲翰森製藥愛康醫療啓明醫療-B三生製藥先健科技藍月亮集團沛嘉醫療-B京東健康信義能源同仁堂科技華潤啤酒保利物業康基醫療<a target=\"_blank\" href=\"https://laohu8.com/S/06618\">$京東健康(06618)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/06993\">$藍月亮集團(06993)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/01302\">$先健科技(01302)$</a>&nbsp;","text":"最近高瓴資本的港股持倉股票，都有很大的回調。百融雲也是首日破發，高瓴是百融雲最大的機構股東，破發對打新人有影響，對高瓴影響不大，因爲高瓴是長期投資的理念，而散戶都是投機的，這就是頂級投資機構和散戶的最大區別。百融雲一手資金比較大，從打新的角度來說，建議大家可以先賣了，避免市場波動大影響心態，如果資金比較充足的用戶，可以不急賣，因爲新股30天內，隨時可以啓動綠鞋機制的，星星也感覺市場很快就會行情修復了。這是2.12日的高瓴業績高瓴資本港股持倉股票中國有贊君實生物VESYNC方達控股融創服務美團-W百濟神州呷哺呷哺榮昌生物-B海吉亞醫療合景悠活海底撈微創醫療金科服務錦欣生殖藥明生物信達生物嘉和生物-B建業新生活明源雲翰森製藥愛康醫療啓明醫療-B三生製藥先健科技藍月亮集團沛嘉醫療-B京東健康信義能源同仁堂科技華潤啤酒保利物業康基醫療$京東健康(06618)$ $藍月亮集團(06993)$ $先健科技(01302)$","images":[{"img":"https://static.tigerbbs.com/681b77a7bd8c14e51ca99fdbe7b160ed","width":"688","height":"1336"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349083218","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349903592,"gmtCreate":1617512207016,"gmtModify":1704700150506,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/349903592","repostId":"357162648","repostType":1,"repost":{"id":357162648,"gmtCreate":1617247670281,"gmtModify":1704697780456,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"紐約和弗吉尼亞州發佈新政：娛樂大麻合法化！","htmlText":"\n \n \n  紐約州州長葛謨3月31日簽署了一項法案，使成年人使用大麻合法化，使紐約州成爲美國第15個允許娛樂性使用大麻的州。與此同時，維吉尼亞州也在7月前將少量持有大麻合法化。葛謨表示，該州議會週二晚間通過的這項法案，也將爲許多此前被指控吸食大麻犯罪的人一筆勾清罪名。葛謨在推特上寫道:“該法案自動取消了以前的大麻定罪，而現在這些定罪是合法的。”他宣佈自己剛剛簽署了該法案，並稱這是歷史性的一天。31日早些時候，弗吉尼亞州州長諾瑟姆提議將持有大麻的合法化時間提前到7月，而不是等到2024年。諾瑟姆說，在起訴與大麻有關的犯罪方面存在種族差異，這促使他加快了這一進程。<a href=\"https://laohu8.com/S/ACB\">$奧羅拉大麻公司(ACB)$</a> <a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> <a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>\n \n","listText":"紐約州州長葛謨3月31日簽署了一項法案，使成年人使用大麻合法化，使紐約州成爲美國第15個允許娛樂性使用大麻的州。與此同時，維吉尼亞州也在7月前將少量持有大麻合法化。葛謨表示，該州議會週二晚間通過的這項法案，也將爲許多此前被指控吸食大麻犯罪的人一筆勾清罪名。葛謨在推特上寫道:“該法案自動取消了以前的大麻定罪，而現在這些定罪是合法的。”他宣佈自己剛剛簽署了該法案，並稱這是歷史性的一天。31日早些時候，弗吉尼亞州州長諾瑟姆提議將持有大麻的合法化時間提前到7月，而不是等到2024年。諾瑟姆說，在起訴與大麻有關的犯罪方面存在種族差異，這促使他加快了這一進程。<a href=\"https://laohu8.com/S/ACB\">$奧羅拉大麻公司(ACB)$</a> <a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a> <a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>","text":"紐約州州長葛謨3月31日簽署了一項法案，使成年人使用大麻合法化，使紐約州成爲美國第15個允許娛樂性使用大麻的州。與此同時，維吉尼亞州也在7月前將少量持有大麻合法化。葛謨表示，該州議會週二晚間通過的這項法案，也將爲許多此前被指控吸食大麻犯罪的人一筆勾清罪名。葛謨在推特上寫道:“該法案自動取消了以前的大麻定罪，而現在這些定罪是合法的。”他宣佈自己剛剛簽署了該法案，並稱這是歷史性的一天。31日早些時候，弗吉尼亞州州長諾瑟姆提議將持有大麻的合法化時間提前到7月，而不是等到2024年。諾瑟姆說，在起訴與大麻有關的犯罪方面存在種族差異，這促使他加快了這一進程。$奧羅拉大麻公司(ACB)$ $Sundial Growers Inc.(SNDL)$ $Tilray Inc.(TLRY)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357162648","isVote":1,"tweetType":2,"object":{"id":"c3c7f7605f3d4546b2713abe055cb08d","tweetId":"357162648","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/f0e1b7335285890816184392384/piLeFedudSwA.mp4","poster":"https://static.tigerbbs.com/297e2c3287b6d526224772686aedafd4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349900542,"gmtCreate":1617511993186,"gmtModify":1704700149212,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"66","listText":"66","text":"66","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/349900542","repostId":"340277884","repostType":1,"repost":{"id":340277884,"gmtCreate":1617424242248,"gmtModify":1718599273243,"author":{"id":"3571627066348611","authorId":"3571627066348611","name":"SanGuo","avatar":"https://static.tigerbbs.com/2ae7b7834c27e538495b0e677576017b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571627066348611","authorIdStr":"3571627066348611"},"themes":[],"title":"一季度投資總結","htmlText":"<a href=\"https://laohu8.com/U/36984908995200\">@小虎活動</a>我是重倉科技股&nbsp;第一季度大盤迴調基本上虧完去年全部利潤 遠遠跑輸大盤[笑哭]&nbsp;[笑哭]&nbsp;想調倉價值股 可是子彈全部打光&nbsp;基本沒留現金之前看股票漲漲漲 追高了好多股票 等股票回調了 沒資金了 被機構安排在高點放風了[捂臉]&nbsp;[捂臉]&nbsp;經驗教訓以後還是得預留百分之20的現金 用於應急&nbsp;股市機會很多 要有耐心 說不定會有更好的買入機會持倉太分散了 準備陸續減倉一些股票 集中資金繼續加倉自己看好的股票 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a><a href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>未來還是看好科技股 還是堅持長持 定投的原則&nbsp;","listText":"<a href=\"https://laohu8.com/U/36984908995200\">@小虎活動</a>我是重倉科技股&nbsp;第一季度大盤迴調基本上虧完去年全部利潤 遠遠跑輸大盤[笑哭]&nbsp;[笑哭]&nbsp;想調倉價值股 可是子彈全部打光&nbsp;基本沒留現金之前看股票漲漲漲 追高了好多股票 等股票回調了 沒資金了 被機構安排在高點放風了[捂臉]&nbsp;[捂臉]&nbsp;經驗教訓以後還是得預留百分之20的現金 用於應急&nbsp;股市機會很多 要有耐心 說不定會有更好的買入機會持倉太分散了 準備陸續減倉一些股票 集中資金繼續加倉自己看好的股票 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a><a href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>未來還是看好科技股 還是堅持長持 定投的原則&nbsp;","text":"@小虎活動我是重倉科技股 第一季度大盤迴調基本上虧完去年全部利潤 遠遠跑輸大盤[笑哭] [笑哭] 想調倉價值股 可是子彈全部打光 基本沒留現金之前看股票漲漲漲 追高了好多股票 等股票回調了 沒資金了 被機構安排在高點放風了[捂臉] [捂臉] 經驗教訓以後還是得預留百分之20的現金 用於應急 股市機會很多 要有耐心 說不定會有更好的買入機會持倉太分散了 準備陸續減倉一些股票 集中資金繼續加倉自己看好的股票 $特斯拉(TSLA)$$Square, Inc(SQ)$$Teladoc Health Inc.(TDOC)$未來還是看好科技股 還是堅持長持 定投的原則","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340277884","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360531484,"gmtCreate":1613954195948,"gmtModify":1704886068037,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/360531484","repostId":"360163797","repostType":1,"repost":{"id":360163797,"gmtCreate":1613872296719,"gmtModify":1704885560204,"author":{"id":"49249991026059","authorId":"49249991026059","name":"古哥聊美股","avatar":"https://static.tigerbbs.com/993710e8a3f44b2823230df698f9227e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"49249991026059","authorIdStr":"49249991026059"},"themes":[],"title":"加入兩隻新自選","htmlText":"&nbsp;&nbsp;週五的三大指數基本持平，整體還是盤整的節奏，不過賺錢效應不錯，AI概念漲幅居前，百度轉眼間撐了一根14釐米的大陽線，網紅股PLTR也暴漲15%。百度不多說了，老觀衆應該知道我當了兩個月度吹，PLTR我看了遍木頭姐對它的點評，又打了一針雞血，考慮到ARK的建倉成本距離現價相對不遠，這隻股我後面還會找機會加倉。&nbsp;&nbsp;說下<a target=\"_blank\" href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>&nbsp;，這是一隻今年上市的次新股，主業是分期付款，類似Paypal或者Visa，更簡單理解就是美國花唄，公司業績增長比較快，在上市首日漲幅將近100%，但進入2月後股價不斷下行，週五收盤在106，支付+高成長這兩個點都能Get到我，先加到自選。&nbsp;&nbsp;另一隻二月暴跌的股票是<a target=\"_blank\" href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>&nbsp;，可以理解爲美國拼多多，同樣上市不久（去年12月），當時看評價是用戶體驗很差，但上市後畢竟有了錢，這方面還是很容易改善的，主要是受了去年SEA的刺激，SEA從60塊就開始關注，直到90殺進，140賣出，但現在是280。。，我對wish沒有那麼強的確定性，關注它更多的是不想錯過一個可能的高成長企業，目前wish市值130億，股價22元。&nbsp; 操作上，之前把百度的CALL出了換了不少正股，週五看阿度企穩後又加了6月350元的CALL，早上一看正股竟然漲了14%，所以說長期看好的股票還是不要輕易做T，很容易T飛，我這次也就是差一點點。另外28元加了一點PTLR，目前成本升到26。&nbsp;","listText":"&nbsp;&nbsp;週五的三大指數基本持平，整體還是盤整的節奏，不過賺錢效應不錯，AI概念漲幅居前，百度轉眼間撐了一根14釐米的大陽線，網紅股PLTR也暴漲15%。百度不多說了，老觀衆應該知道我當了兩個月度吹，PLTR我看了遍木頭姐對它的點評，又打了一針雞血，考慮到ARK的建倉成本距離現價相對不遠，這隻股我後面還會找機會加倉。&nbsp;&nbsp;說下<a target=\"_blank\" href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>&nbsp;，這是一隻今年上市的次新股，主業是分期付款，類似Paypal或者Visa，更簡單理解就是美國花唄，公司業績增長比較快，在上市首日漲幅將近100%，但進入2月後股價不斷下行，週五收盤在106，支付+高成長這兩個點都能Get到我，先加到自選。&nbsp;&nbsp;另一隻二月暴跌的股票是<a target=\"_blank\" href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>&nbsp;，可以理解爲美國拼多多，同樣上市不久（去年12月），當時看評價是用戶體驗很差，但上市後畢竟有了錢，這方面還是很容易改善的，主要是受了去年SEA的刺激，SEA從60塊就開始關注，直到90殺進，140賣出，但現在是280。。，我對wish沒有那麼強的確定性，關注它更多的是不想錯過一個可能的高成長企業，目前wish市值130億，股價22元。&nbsp; 操作上，之前把百度的CALL出了換了不少正股，週五看阿度企穩後又加了6月350元的CALL，早上一看正股竟然漲了14%，所以說長期看好的股票還是不要輕易做T，很容易T飛，我這次也就是差一點點。另外28元加了一點PTLR，目前成本升到26。&nbsp;","text":"週五的三大指數基本持平，整體還是盤整的節奏，不過賺錢效應不錯，AI概念漲幅居前，百度轉眼間撐了一根14釐米的大陽線，網紅股PLTR也暴漲15%。百度不多說了，老觀衆應該知道我當了兩個月度吹，PLTR我看了遍木頭姐對它的點評，又打了一針雞血，考慮到ARK的建倉成本距離現價相對不遠，這隻股我後面還會找機會加倉。 說下$Affirm Holdings, Inc.(AFRM)$ ，這是一隻今年上市的次新股，主業是分期付款，類似Paypal或者Visa，更簡單理解就是美國花唄，公司業績增長比較快，在上市首日漲幅將近100%，但進入2月後股價不斷下行，週五收盤在106，支付+高成長這兩個點都能Get到我，先加到自選。 另一隻二月暴跌的股票是$ContextLogic Inc.(WISH)$ ，可以理解爲美國拼多多，同樣上市不久（去年12月），當時看評價是用戶體驗很差，但上市後畢竟有了錢，這方面還是很容易改善的，主要是受了去年SEA的刺激，SEA從60塊就開始關注，直到90殺進，140賣出，但現在是280。。，我對wish沒有那麼強的確定性，關注它更多的是不想錯過一個可能的高成長企業，目前wish市值130億，股價22元。 操作上，之前把百度的CALL出了換了不少正股，週五看阿度企穩後又加了6月350元的CALL，早上一看正股竟然漲了14%，所以說長期看好的股票還是不要輕易做T，很容易T飛，我這次也就是差一點點。另外28元加了一點PTLR，目前成本升到26。","images":[{"img":"https://static.tigerbbs.com/d199ec136f21414110ca40f7f1fa8503","width":"688","height":"485"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360163797","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837981339,"gmtCreate":1629852521121,"gmtModify":1676530150748,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"www","listText":"www","text":"www","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837981339","repostId":"1123533410","repostType":2,"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127248599,"gmtCreate":1624853344311,"gmtModify":1703846251896,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"Fff","listText":"Fff","text":"Fff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127248599","repostId":"123204429","repostType":1,"repost":{"id":123204429,"gmtCreate":1624423523357,"gmtModify":1715612324353,"author":{"id":"4087526319751510","authorId":"4087526319751510","name":"Soul","avatar":"https://static.tigerbbs.com/acee61c1fc3297ede943af8a80a7a52b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087526319751510","authorIdStr":"4087526319751510"},"themes":[],"title":"【通知】Soul暫停美股IPO流程","htmlText":"親愛的投資人， 大家好！ 感謝大家一直以來對Soul的支持，大家都知道我們在申請赴美上市IPO的事情，進程也非常順利。我們在過程中遇到了非常愛我們的戰略伙伴、投資人，得到了多方的支持。我們非常高興在更新定價區間後得到了非常火爆的市場反饋。在這一過程中，公司也收到了其他資本運作的可能性，經過慎重思考，管理層先暫停IPO的定價流程。我們的大股東騰訊也支持這一決定。 Soul目前運營一切正常，也將迎來期待中的增長，我們將讓更多人使用到我們的產品，將善意，溫暖和真實傳遞給更多的Souler。再次感謝大家！ Soul Team&nbsp; 2021.6.23 <a target=\"_blank\" href=\"https://laohu8.com/S/SSR\">$Soulgate Inc.(SSR)$</a>","listText":"親愛的投資人， 大家好！ 感謝大家一直以來對Soul的支持，大家都知道我們在申請赴美上市IPO的事情，進程也非常順利。我們在過程中遇到了非常愛我們的戰略伙伴、投資人，得到了多方的支持。我們非常高興在更新定價區間後得到了非常火爆的市場反饋。在這一過程中，公司也收到了其他資本運作的可能性，經過慎重思考，管理層先暫停IPO的定價流程。我們的大股東騰訊也支持這一決定。 Soul目前運營一切正常，也將迎來期待中的增長，我們將讓更多人使用到我們的產品，將善意，溫暖和真實傳遞給更多的Souler。再次感謝大家！ Soul Team&nbsp; 2021.6.23 <a target=\"_blank\" href=\"https://laohu8.com/S/SSR\">$Soulgate Inc.(SSR)$</a>","text":"親愛的投資人， 大家好！ 感謝大家一直以來對Soul的支持，大家都知道我們在申請赴美上市IPO的事情，進程也非常順利。我們在過程中遇到了非常愛我們的戰略伙伴、投資人，得到了多方的支持。我們非常高興在更新定價區間後得到了非常火爆的市場反饋。在這一過程中，公司也收到了其他資本運作的可能性，經過慎重思考，管理層先暫停IPO的定價流程。我們的大股東騰訊也支持這一決定。 Soul目前運營一切正常，也將迎來期待中的增長，我們將讓更多人使用到我們的產品，將善意，溫暖和真實傳遞給更多的Souler。再次感謝大家！ Soul Team 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、亞馬遜等股票的優秀表現！可以重點關注以下這五隻優秀的股票。蘋果摩根大通最新報告稱，5 月中國智能手機總體出貨量持續下滑，但蘋果 (AAPL.O) 不僅並未受影響，其市場份額還逆勢大增。該行認爲，蘋果股價未來還有 25% 上漲空間。摩根大通分析師 Samik Chatterjee 研究中國信息通信研究院 (CAICT) 數據發現，相比整體下滑的手機市場而言，以 iPhone 機型爲主的國際手機品牌 5 月在中國的出貨量環比增長 41%（絕對銷量爲 380 萬臺），這高於以往同期 30% 的季節性增長水平。分析師將蘋果未來 12 個月的目標股價維持在 165 美元，這意味着蘋果股價還有 25% 的上漲空間。據 Counterpoint Research 報道，蘋果平板電腦市場 2021 年 Q1 同比增長 53% 蘋果 (AAPL.US) 繼續領跑市場份額！點評隨着華爲芯片庫存的消耗、蘋果手機高端市場依然無人能敵，蘋果自 2021 年 1 月份達到歷史高位，已經盤整了接近半年，盤整的越久，拉昇的越高，蘋果創新高或許只要一個利好，就衝上去了！期權方面最近蘋果交易異常活躍！大量買入看漲期權，短期有突破的趨勢！總之，無論大盤行情如何，蘋果都是我們隨時可以配置和長期持有的一隻優質股票！特斯拉電動車產銷增速將保持在 40% 以上中汽協祕書長付炳鋒預計，未來五年電動車產銷增速將保持在 40% 以上，到 2025 年新車佔比將突破 20%，或達到更高水平。根據乘聯會數據，5 月份，特斯拉中國批發銷量 33463 輛，環比增長 29.5%，同比增長 202%。其中，零售銷量 21936 輛，出口 11527 輛。特斯拉中國產 Model Y","listText":"最近納斯達克已經接近歷史新高，但是一些優秀的成長股仍然在底部趴着，嗷嗷待漲！如果你錯過了最近表現不錯的英偉達、shopify、se、蔚來、小鵬、docu 、亞馬遜等股票的優秀表現！可以重點關注以下這五隻優秀的股票。蘋果摩根大通最新報告稱，5 月中國智能手機總體出貨量持續下滑，但蘋果 (AAPL.O) 不僅並未受影響，其市場份額還逆勢大增。該行認爲，蘋果股價未來還有 25% 上漲空間。摩根大通分析師 Samik Chatterjee 研究中國信息通信研究院 (CAICT) 數據發現，相比整體下滑的手機市場而言，以 iPhone 機型爲主的國際手機品牌 5 月在中國的出貨量環比增長 41%（絕對銷量爲 380 萬臺），這高於以往同期 30% 的季節性增長水平。分析師將蘋果未來 12 個月的目標股價維持在 165 美元，這意味着蘋果股價還有 25% 的上漲空間。據 Counterpoint Research 報道，蘋果平板電腦市場 2021 年 Q1 同比增長 53% 蘋果 (AAPL.US) 繼續領跑市場份額！點評隨着華爲芯片庫存的消耗、蘋果手機高端市場依然無人能敵，蘋果自 2021 年 1 月份達到歷史高位，已經盤整了接近半年，盤整的越久，拉昇的越高，蘋果創新高或許只要一個利好，就衝上去了！期權方面最近蘋果交易異常活躍！大量買入看漲期權，短期有突破的趨勢！總之，無論大盤行情如何，蘋果都是我們隨時可以配置和長期持有的一隻優質股票！特斯拉電動車產銷增速將保持在 40% 以上中汽協祕書長付炳鋒預計，未來五年電動車產銷增速將保持在 40% 以上，到 2025 年新車佔比將突破 20%，或達到更高水平。根據乘聯會數據，5 月份，特斯拉中國批發銷量 33463 輛，環比增長 29.5%，同比增長 202%。其中，零售銷量 21936 輛，出口 11527 輛。特斯拉中國產 Model Y","text":"最近納斯達克已經接近歷史新高，但是一些優秀的成長股仍然在底部趴着，嗷嗷待漲！如果你錯過了最近表現不錯的英偉達、shopify、se、蔚來、小鵬、docu 、亞馬遜等股票的優秀表現！可以重點關注以下這五隻優秀的股票。蘋果摩根大通最新報告稱，5 月中國智能手機總體出貨量持續下滑，但蘋果 (AAPL.O) 不僅並未受影響，其市場份額還逆勢大增。該行認爲，蘋果股價未來還有 25% 上漲空間。摩根大通分析師 Samik Chatterjee 研究中國信息通信研究院 (CAICT) 數據發現，相比整體下滑的手機市場而言，以 iPhone 機型爲主的國際手機品牌 5 月在中國的出貨量環比增長 41%（絕對銷量爲 380 萬臺），這高於以往同期 30% 的季節性增長水平。分析師將蘋果未來 12 個月的目標股價維持在 165 美元，這意味着蘋果股價還有 25% 的上漲空間。據 Counterpoint Research 報道，蘋果平板電腦市場 2021 年 Q1 同比增長 53% 蘋果 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<a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡，每完成一個任務即可隨機獲得一個字母，用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券，每個用戶單日最多可獲得20張字母卡（不包括好友贈予和魔法卡）。 用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。&#x1;如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 &#x1; &#x1;如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。&#x1; 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP &gt; 我的 &gt; 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了，集齊TIGER五個字母即有機會瓜分百萬獎金，你準備好了嗎？ <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> &#x1;如何參與？ 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用戶在活動期間邀請累計7名好友完成註冊並開戶（註冊時間和開戶時間均在活動期間），即可獲得一張魔法卡（每人僅可獲得一張魔法卡）。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0，則字母卡爲灰色，用戶可通過點擊灰色的字母卡向好友索要卡片；如果用戶的字母卡數量大於0，則字母卡爲彩色，用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵？ 用戶可在2021年7月1日至2021年7月2日期間進行開獎，所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕，即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放： 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心，用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取，過期未領取的獎勵將自動失效。 重要提示： 本次7週年活動涉及不同國家和地區，由於各地區的監管要求不同，不同地區的活動獎勵會有所區別。欲知詳情，請點擊下方活動鏈接，登陸您的賬號，並點擊“活動規則“查看詳情。","images":[{"img":"https://static.tigerbbs.com/fd956a9c2fc9ee609753ae5f967072a7","width":"415","height":"616"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"},{"img":"https://static.tigerbbs.com/fe0400cc487fb56f85d401ab03df4d5e","width":"415","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160746492,"gmtCreate":1623807600716,"gmtModify":1703820038160,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160746492","repostId":"184278562","repostType":1,"repost":{"id":184278562,"gmtCreate":1623717370056,"gmtModify":1704209328476,"author":{"id":"3452938437060827","authorId":"3452938437060827","name":"牛唐","avatar":"https://static.tigerbbs.com/de2e2f2e2676bc8463b050f4e3ff17d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452938437060827","authorIdStr":"3452938437060827"},"themes":[],"title":"吉利德：瘋狂併購背後的邏輯","htmlText":"一、爲什麼要進入腫瘤業務吉利德以創新和併購見長，巔峯時期，高達60%的收入都來自於新藥，這個比例比其他同等規模公司高出了兩倍還多，是創新榜單排名前30公司平均值的6倍。吉利德的傳統業務集中在抗病毒領域，尤其是對艾滋病和丙肝領域的治療： 艾滋病方面：公司於2006年推出了艾滋病的雞尾酒療法藥物Atripla，讓患者用藥從每天20多粒減少爲每天1粒，而且病毒抑制率較高、不良反應較小。此後公司並未停下創新的步伐，陸續推出了Stribild、Genvoya、Complera和Odefsey等艾滋病藥物，目前佔據四分之三的市場份額，同時患者的耐藥性大幅下降，讓艾滋病從必死症變成了可以控制的慢性病； 丙肝領域：公司在該領域先後推出Sovaldi、Harvoni等四代藥物，將丙肝治癒率提升至近乎100%，藉助丙肝領域的爆發，公司最高年收入達到304億美元，邁入全球十強藥企的名單。但受到高治癒率的影響，2019年，丙肝市場已經萎縮到2015年的一半。 然而，公司自2016年起，收入連續三年下滑，其中2018年的跌幅達到-15.2%，跌出了全球Top10藥企的名單，主要原因是公司聚焦的艾滋病和丙肝領域都出現不同程度的危機，艾滋病的市場份額大部分被公司佔有，天花板已經接近，而丙肝的市場規模隨着治癒率的提升而不斷萎縮。爲了挽救收入下滑的頹勢，公司目前聚焦在抗病毒、炎症疾病、腫瘤、纖維化疾病四類業務，而基礎薄弱但市場前景廣闊的腫瘤業務成爲佈局中的重中之重。二、併購：吉利德的發展引擎成立至今的30多年裏，吉利德除了自主研發，對外併購也是做得有聲有色： 1999年，吉利德以5.5億美元併購了NeXstar Pharmaceuticals，後者的銷售收入爲1.3億美元，是吉利德的三倍，而併購時吉利德的資產僅有10億美元。這次併購讓吉利德科學獲得了AmBisome和DaunoXome兩個脂質體產品，第二年","listText":"一、爲什麼要進入腫瘤業務吉利德以創新和併購見長，巔峯時期，高達60%的收入都來自於新藥，這個比例比其他同等規模公司高出了兩倍還多，是創新榜單排名前30公司平均值的6倍。吉利德的傳統業務集中在抗病毒領域，尤其是對艾滋病和丙肝領域的治療： 艾滋病方面：公司於2006年推出了艾滋病的雞尾酒療法藥物Atripla，讓患者用藥從每天20多粒減少爲每天1粒，而且病毒抑制率較高、不良反應較小。此後公司並未停下創新的步伐，陸續推出了Stribild、Genvoya、Complera和Odefsey等艾滋病藥物，目前佔據四分之三的市場份額，同時患者的耐藥性大幅下降，讓艾滋病從必死症變成了可以控制的慢性病； 丙肝領域：公司在該領域先後推出Sovaldi、Harvoni等四代藥物，將丙肝治癒率提升至近乎100%，藉助丙肝領域的爆發，公司最高年收入達到304億美元，邁入全球十強藥企的名單。但受到高治癒率的影響，2019年，丙肝市場已經萎縮到2015年的一半。 然而，公司自2016年起，收入連續三年下滑，其中2018年的跌幅達到-15.2%，跌出了全球Top10藥企的名單，主要原因是公司聚焦的艾滋病和丙肝領域都出現不同程度的危機，艾滋病的市場份額大部分被公司佔有，天花板已經接近，而丙肝的市場規模隨着治癒率的提升而不斷萎縮。爲了挽救收入下滑的頹勢，公司目前聚焦在抗病毒、炎症疾病、腫瘤、纖維化疾病四類業務，而基礎薄弱但市場前景廣闊的腫瘤業務成爲佈局中的重中之重。二、併購：吉利德的發展引擎成立至今的30多年裏，吉利德除了自主研發，對外併購也是做得有聲有色： 1999年，吉利德以5.5億美元併購了NeXstar Pharmaceuticals，後者的銷售收入爲1.3億美元，是吉利德的三倍，而併購時吉利德的資產僅有10億美元。這次併購讓吉利德科學獲得了AmBisome和DaunoXome兩個脂質體產品，第二年","text":"一、爲什麼要進入腫瘤業務吉利德以創新和併購見長，巔峯時期，高達60%的收入都來自於新藥，這個比例比其他同等規模公司高出了兩倍還多，是創新榜單排名前30公司平均值的6倍。吉利德的傳統業務集中在抗病毒領域，尤其是對艾滋病和丙肝領域的治療： 艾滋病方面：公司於2006年推出了艾滋病的雞尾酒療法藥物Atripla，讓患者用藥從每天20多粒減少爲每天1粒，而且病毒抑制率較高、不良反應較小。此後公司並未停下創新的步伐，陸續推出了Stribild、Genvoya、Complera和Odefsey等艾滋病藥物，目前佔據四分之三的市場份額，同時患者的耐藥性大幅下降，讓艾滋病從必死症變成了可以控制的慢性病； 丙肝領域：公司在該領域先後推出Sovaldi、Harvoni等四代藥物，將丙肝治癒率提升至近乎100%，藉助丙肝領域的爆發，公司最高年收入達到304億美元，邁入全球十強藥企的名單。但受到高治癒率的影響，2019年，丙肝市場已經萎縮到2015年的一半。 然而，公司自2016年起，收入連續三年下滑，其中2018年的跌幅達到-15.2%，跌出了全球Top10藥企的名單，主要原因是公司聚焦的艾滋病和丙肝領域都出現不同程度的危機，艾滋病的市場份額大部分被公司佔有，天花板已經接近，而丙肝的市場規模隨着治癒率的提升而不斷萎縮。爲了挽救收入下滑的頹勢，公司目前聚焦在抗病毒、炎症疾病、腫瘤、纖維化疾病四類業務，而基礎薄弱但市場前景廣闊的腫瘤業務成爲佈局中的重中之重。二、併購：吉利德的發展引擎成立至今的30多年裏，吉利德除了自主研發，對外併購也是做得有聲有色： 1999年，吉利德以5.5億美元併購了NeXstar Pharmaceuticals，後者的銷售收入爲1.3億美元，是吉利德的三倍，而併購時吉利德的資產僅有10億美元。這次併購讓吉利德科學獲得了AmBisome和DaunoXome兩個脂質體產品，第二年","images":[{"img":"https://static.tigerbbs.com/5383d727aa82fb87747f9d24fdb309bf","width":"688","height":"170"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184278562","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185586487,"gmtCreate":1623660248049,"gmtModify":1704208022872,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185586487","repostId":"186271608","repostType":1,"repost":{"id":186271608,"gmtCreate":1623506068204,"gmtModify":1704205261271,"author":{"id":"3571789030173997","authorId":"3571789030173997","name":"Nms141319","avatar":"https://community-static.tradeup.com/news/2004bac4191f6254c49c70863156d5b6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571789030173997","authorIdStr":"3571789030173997"},"themes":[],"htmlText":"<a 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1000指數這個月非常精彩，想想都興奮，我們拭目以待，哈哈?，可以看看每個星期五後的收盤價格是一天比一天高，問題你能等待嗎?所以當波動來時，影響心態是正常的，因爲你不瞭解到底發生什麼事情，但當你明白到底發生什麼事情，波動其實是正常的，哈哈，對我們??沒影響?。喜歡波動的朋友們，抓好機會咯。哈哈沒有買賣建議，買賣自負，純粹個人亂亂說，看看就好。","images":[{"img":"https://static.tigerbbs.com/76dc29c294eb0bf151faa3bdf1593edb","width":"1080","height":"984"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186271608","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180632049,"gmtCreate":1623201144081,"gmtModify":1704198176261,"author":{"id":"3573971687179829","authorId":"3573971687179829","name":"平常心心","avatar":"https://static.tigerbbs.com/6814766cde5a017453815a88a190d3ce","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573971687179829","authorIdStr":"3573971687179829"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180632049","repostId":"1131465902","repostType":2,"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}